October 2-4, 2024  |  Boston, MA

First-Of-Its-Kind Client Onboarding Conference

The countdown to Onboarding World 2024 is on and we're dedicated to making this pivotal event accessible to all, ensuring you have the chance to be part of the change. 

Register now for the event you won't want to miss!! Join us at this groundbreaking event where the future of client onboarding and success takes center stage. Hear the latest onboarding strategies that you can take back to your organization.

Your Journey Toward a Next-Generation Client Onboarding Experience Starts Here

Embark on an exhilarating journey at Onboarding World 2024, where the future of client onboarding and success takes center stage. Picture yourself amidst the industry's leading minds, exploring cutting-edge ideas and practices that are reshaping our field.

Each session will unveil actionable, transformative strategies and insights. Our lineup of speakers – leaders, experts, and pioneers in their respective fields – is set to ignite discussions and inspire transformative thinking, ensuring you leave with more than just knowledge; you leave with a vision.

Don't let this opportunity slip by. Join us for an event packed with engaging networking events, unforgettable entertainment and social gatherings. Be part of the change, be part of the future – Onboarding World 2024 is calling. Can you afford to miss it?

Take advantage of all the opportunities Onboarding World has to offer!

After September 15th
Today!
FREE!

Onboarding World 2024

$1699
Enjoy Free Access To:

Speaker-led sessions

Roundtable discussions

Learning Labs

Interactive workshops

Networking opportunities

Evening entertainment

2 Night hotel stay

 All meals during the event and break snacks

The Learning Opportunities You Can Expect

Whether you’re an onboarding practitioner, business leader, investment partner looking to improve portfolio operations, a member of the press, or someone who wants to learn more about this key area of business operations, Onboarding World has something in it for everyone.

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Onboarding Practitioners

Learn about best practices for client onboarding, hear success stories from your peers, and get a pulse on what trends are shaping the industry.

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Venture Partners

Experience the impact of AI in powering your revenue recognition and reducing customer churn by improving metrics, streamlining processes, and better forecasting for the future.

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Media & Industry Trend Drivers

See a Setuply demo, explore the platform’s use beyond onboarding, and gain insights into how to enable successful handoffs between teams and assess the right metrics.

Advance your understanding of the Setuply client onboarding platform...

through hands-on learning labs, workshops dedicated to different modules, and an overview of tips and tricks to maximize your ROI.

Meet Onboarding World’s Keynote Speaker: Greg Palmer

Greg Palmer is an expert master of ceremonies who is well-versed in leading insightful and engaging discussions. He combines his talents as a host with extensive fintech industry experience, having profoundly influenced the innovation of banking technology solutions. Greg’s role as keynote speaker at Onboarding World will make the event all the more memorable!

Stay tuned for the announcement of additional speakers.

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This event is a golden opportunity for professionals to draw insights from peers, thought leaders, and seasoned practitioners through in-depth discussions on reimagining the client onboarding process.”

- Greg Palmer, Onboarding World’s Keynote
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Rachel Lyubovitzky

CEO, Setuply
Rachel Lyubovitzky is the CEO, co-founder, and Chairwoman of Setuply. Lyubovitzky is an accomplished serial entrepreneur, senior e...
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Rachel Lyubovitzky

CEO, Setuply

Rachel Lyubovitzky is the CEO, co-founder, and Chairwoman of Setuply. Lyubovitzky is an accomplished serial entrepreneur, senior executive, published author, and investor passionate about innovation, effective strategy, and successful execution. She founded four B2B technology companies with her partners, powered by a mission to leverage technology to make people’s lives easier and more fulfilling. The latest venture, Setuply, aims to modernize the customer onboarding experience for companies, empowering clients to experience the benefits of digital adoption faster. Lyubovitzky graduated from the Wharton Executive MBA program and earned her Master of Arts degree in Computer Science from Brandeis University. She is an avid traveler and has visited over sixty countries.

Daniil

Daniil Fishteyn

CTO, Setuply
Daniil Fishteyn is the co-founder and Chief Technology Officer of Setuply. As a serial entrepreneur, Daniil’s past ventures includ...
Daniil

Daniil Fishteyn

CTO, Setuply

Daniil Fishteyn is the co-founder and Chief Technology Officer of Setuply. As a serial entrepreneur, Daniil’s past ventures include being the co-founder and CTO of EverythingBenefits (acquired by UKG), SaaShr (acquired by Kronos), and Searchfeed (acquired by Miva). Daniil graduated from Brandeis University with a B.A. and M.A. in Computer Science. Daniil resides with his family in Portsmouth, New Hampshire.

Dmitry

Dmitry Korsunsky

CISO, Setuply
Dmitry Korsunsky is the co-founder and Chief Information Security Officer of Setuply. Prior to Setuply, Dmitry co-founded three ad...
Dmitry

Dmitry Korsunsky

CISO, Setuply

Dmitry Korsunsky is the co-founder and Chief Information Security Officer of Setuply. Prior to Setuply, Dmitry co-founded three additional ventures, EverythingBenefits (acquired by UKG), OnTimeWorks, and SaaShr (acquired by Kronos), where he also served as the Chief Information Officer. Dmitry also previously served as a consultant for Prudential Financial and Morgan Stanley.

katie-curran

Katie Curran

Solutions Engineer, Setuply
Katie Curran is a Solutions Consultant at Setuply. Katie has a Bachelor's Degree from Bridgewater State University and a Masters D...
katie-curran

Katie Curran

Solutions Engineer, Setuply

Katie Curran is a Solutions Consultant at Setuply. Katie has a Bachelor's Degree from Bridgewater State University and a Masters Degree from Southern New Hampshire University. She has 10 years of experience as a Solutions Consultant in the MedTech and Collaborative Work Management space. In her free time she enjoys reading a good mystery book, attending concerts/plays and spending time with her 2 young children, husband and dog in their hometown of Plymouth, Massachusetts.  

kelly

Kelly Blackledge

Head of Product, Setuply
Kelly Blackledge is the product manager at Setuply. Before joining the Setuply team Kelly was the lead solutions consultant at Eve...
kelly

Kelly Blackledge

Head of Product, Setuply

Kelly Blackledge is the product manager at Setuply.  Before joining the Setuply team Kelly was the lead solutions consultant at EverythingBenefits both prior to and after its acquisition by UKG.  She previously worked in the medical technology field which provided her valuable experience in customer onboarding and project management.  Kelly holds a Bachelor’s degree from the University of Pittsburgh, and a Master’s from East Stroudsburg University.  Currently, she is pursuing a second Master’s in Information Systems at NJIT to further expand her knowledge in the tech field.  Kelly lives in Chatham, NJ and enjoys traveling and spending time with her husband and their Boston Terrier, Theo.

melissa

Melissa Duggan

Media Relations & Marketing, Setuply
Melissa Duggan is the Media Relations and Marketing Associate at Setuply. Melissa holds a Bachelor's degree from the University of...
melissa

Melissa Duggan

Media Relations & Marketing, Setuply

Melissa Duggan is the Media Relations and Marketing Associate at Setuply. Melissa holds a Bachelor's degree from the University of New Hampshire. With a strong background in both Marketing and Information Systems, Melissa offers a unique blend of skills and expertise. In her free time she enjoys spending time outdoors, listening to music, and spending time with her friends and family.

Alice-Hinton

Alice Hinton

HR Product Manager, Innovative
Currently excelling as the Head of Human Resources at Innovative Business Solutions, Alice Hinton leverages her SPHR certification...
Alice-Hinton

Alice Hinton

HR Product Manager, Innovative
Currently excelling as the Head of Human Resources at Innovative Business Solutions, Alice Hinton leverages her SPHR certification and extensive experience specializing in project management and operational improvement. Alice’s keen expertise allows her to match project frameworks with individual talents adeptly, drawing on a broad spectrum of methodologies. Beyond her professional realm, Alice is an artist, exploring painting, quilting, and more, and integrates this creativity into her work ethic. Committed to nurturing future leaders, she mentors the Girl Scouts, showcasing her leadership and community service dedication.
Chris-Baribeau

Chris Baribeau

Customer Success Leader, HubSpot
Chris has nearly 25 years experience as a customer success leader, with deep experience retaining and growing customers, leading c...
Chris-Baribeau

Chris Baribeau

Customer Success Leader, HubSpot

Chris has nearly 25 years experience as a customer success leader, with deep experience retaining and growing customers, leading customer centric teams, and driving organizational scale.  Chris has been an innovator in the development, deployment, and adoption of various technology categories over the years, helping to shape the CRM, marketing automation, CDP, and current AI market.  He has led Customer Success, Professional Services, Sales, Partnerships, and Operations functions.  Through his career, he has helped hundreds of organizations improve their customer experiences with data driven, digital technologies.

Jarvis headshot

Jarvis J. Harris

Head of Customer Success & Renewals, Xactly Corporation
Jarvis J. Harris earned his degree from the University of Memphis, Fogelman College of Business. His diverse career spans IT, gove...
Jarvis headshot

Jarvis J. Harris

Head of Customer Success & Renewals, Xactly Corporation

Jarvis J. Harris earned his degree from the University of Memphis, Fogelman College of Business. His diverse career spans IT, government, and customer success, where he has held leadership roles from Management Consulting to Chief Customer Officer at top tech companies like BMC, Planview, Informatica, and Visier. Currently, Jarvis leads Global Customer Success & Renewals at Xactly Corporation. Outside of work, he is dedicated to mentoring, ministering, and consulting.

What’s In Store for the Event Schedule

Here’s a glimpse of what you can expect at Onboarding World — or check out the full agenda below.

  • Practical applications of AI in client onboarding and success
  • Workshop for expert Setuply power users
  • Client onboarding from an investor’s perspective
  • Panel discussion on the future of client onboarding
  • Successful transitions between sales, onboarding, and client success 
  • Reducing onboarding expert churn and improving onboarding team job satisfaction
  • Setuply roadmap highlights
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Setuply’s Mascot, Jerry the Sloth, Will Be In Attendance!

Our beloved mascot Jerry the Sloth will be joining us at Onboarding World! Like us, he believes client onboarding should be relaxing, easy, and fun. If you see a sloth roaming around the event, don’t hesitate to grab his attention and say hello.

Frequently Asked Questions

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Don’t Miss Out On
Onboarding World 2024!

Onboarding World combines professional growth with pleasure. While the work sessions are filled with enlightening discussions and talks, breaks and evenings offer unforgettable entertainment and fun. We can’t wait to tell you more — stay tuned!
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