Customer Summit
UNITE: The ProcessUnity Customer Summit
Join us for the 2025 ProcessUnity Customer Summit, Tuesday, May 6, 2025 to Thursday, May 8, 2025. The three-day conference features best practices, technical workshops and success stories from workflow and the exchange team members, industry experts and your peers.
Join your colleagues, industry peers, and experts from our workflow and exchange solutions for a day-and-a-half event packed with product deep dives, customer case studies, and opportunities to network with leaders in your field. An optional post-conference training bootcamp begins with a half-day session on May 7 and a full-day session on May 8. The conference includes:
- In-depth technical sessions, best practices, panel discussions and networking opportunities
- Customer case studies from forward-thinking risk practitioners and organizations
- The latest news on our solution offerings
- ProcessUnity company updates and a sneak peek into future platform upgrades
Ticket Prices
- Conference Only: $895 Early Bird ($1,295 after February 28)
- Conference + Bootcamp Training: $1,295 ($1,695 after February 28)
(Note: There is a $100 discount per ticket for customers purchasing 2+ tickets.)
Conference Agenda:
Summit Day One:
Tuesday, May 6, 2025
- 7:30 AM – Registration & Breakfast
- 8:30 AM – Welcome to UNITE San Diego
- 8:45 AM – Turning TPRM Data Challenges into Opportunities
- 10:15 AM – Break
- 10:30 AM – Breakout Sessions
- Track 1: Partner Breakout
- Track 2: Understanding, interpreting, and leveraging third-party risk data from the Global Risk Exchange
- 11:00 AM – Breakout Sessions
- Track 1: Partner Breakout
- Track 2: The Global Risk Exchange and the ProcessUnity TPRM Platform – a combo solution for doing TPRM the right way
- 11:30 AM – Breakout Sessions
- Track 1: Partner Breakout
- Track 2: Steering Success: The Power of ProcessUnity’s Customer-centric Approach
- 12:00 PM – Lunch
- 1:00 PM – Customer Networking Event: Best Practices & Learnings for a Successful TPRM Program
- 2:30 PM – Break
- 3:00 PM – Partner Keynote
- 4:00 PM – Fireside Chat w/Edna Conway
- 5:00 PM – Day One End
- 6:00 PM – Welcome Reception
Summit Day Two:
Wednesday, May 7, 2025
- 7:30 AM – Registration & Breakfast
- 8:30 AM – Welcome & Announcements
- 8:45 AM – Third-Party Panel
- 9:45 AM – Break
- 10:00 AM – Breakout Sessions
- Track 1: Partner Breakout
- Track 2: Threat & Vulnerability Response
- 10:30 AM – Breakout Sessions
- Track 1: Partner Breakout
- Track 2: Advanced Functionality
- 11:00 AM – Break
- 11:15 AM – Moderated Customer Case Study
- 12:00 PM – Closing Remarks
- 12:15 PM – Lunch
Bootcamp Day One:
Wednesday, May 7, 2025
- 1:00 PM – Welcome to Bootcamp
- 1:15 PM – Live Assessments: How to Make Better Risk Decisions Faster
- 2:15 PM – New Feature Showcase: Workflow Enhancements
- 3:30 PM – Break (15 min)
- 3:45 PM – Building External API Integrations
- 5:00 PM – Day Two End
Bootcamp Day Two:
Thursday, May 8, 2025
- 8:00 AM – Breakfast
- 9:00 AM – Welcome to Day Two of Bootcamp
- 9:30 AM – Morning Sessions
- Define Your Program – Configuration, Migration & Risk Framework Setup in ProcessUnity (GRX)
- Sneak Peek: Data Dictionary Demystified – The Key to Metadata Intelligence (Workflow)
- Expression Writing Fundamentals (Workflow)
- Optimizing Third-Party Portal Experience (Workflow)
- 11:30 PM – Lunch
- 12:30 PM – Afternoon Sessions I
- Run Your Program (Part 1) – Vendor Onboarding, Assessment Management & Risk Reporting (GRX)
- Button Configuration Essentials (Workflow)
- Troubleshooting Through Data Validation Reports (Workflow)
- Adapting Your Platform to Third-Party Assessment Program Changes (Workflow)
- 2:30 PM – Break
- 2:45 PM – Afternoon Sessions II
- Run Your Program (Part 2) – Threat & Vulnerability Management: Detection, Response & Automation (GRX)
- Questionnaire Pre-Population Techniques for Response Management (Workflow)
- Platform Hygiene: Streamlining Your Environment (Workflow)
- Validators vs Required Properties: Building Effective Controls (Workflow)
- 5:00 PM – End of Bootcamp
Frequently Asked Questions
What is the room rate at the Mission Bay Resort?
$279/night plus taxes & fees.
Can you provide me with a justification document I can use to get approval to attend the conference?
Yes. You can download a copy here.
What is the cancellation policy?
Requests for cancellations and/or refunds will be accepted up to 30 calendar days prior to the conference start date and a 20% administrative fee will be deducted. Please note that this fee will be incurred for all cancellation/refund requests regardless of when they are received. Once a registration has been charged to a credit card, ProcessUnity cannot change the credit card used for payment. Refunds will be credited using the original method of payment less the cancellation fee. Cancellations received after the cutoff date will not be refunded for any reason. Refunds will not be issued for no-shows.
Click Here to Register for the 2025 ProcessUnity Customer Summit