CAPTURE AGENDA

Listen to Industry Leaders and Visionaries discuss their Business Needs from an Enhanced Capture Perspective

THE INFOSOURCE CAPTURE CONFERENCE WILL HIGHLIGHT INDUSTRY TRENDS, CHANGING REQUIREMENTS AND EMERGING OPPORTUNITIES FOR INTELLIGENT INFORMATION CAPTURE

Senior executives, business and portfolio management, strategic planners, and product managers attend the Capture Conference to obtain insights that ensure their future success.

Register today to ensure your seat

Timeslot   Title   Description Name   Venue  
September 7
6:00 – 7:30 pm
Welcome Reception
Sponsored by Epson America, Inc.
The Pavilion
7:30 – 9:00pm
Dinner
Sponsored by TWAIN Working Group
The Pavilion
9:00 - 11:00pm
Join us at the Keglers!
Pub in spa building across from hotel main entrance
Keglers
September 8
7:00 – 8:00 am
Breakfast
The Pavilion
8:00 - 8:15 am
Welcome From Infosource
Capture 2022 – What to Expect Today

Johann Hoepfner,
Vice President and CEO, Infosource

Red Oak B & C
8:15 – 9:00am
Future Opportunities in Capture
Hear findings from Infosource analysts based on year-round research and projects about where the market is going.
Petra Beck,
Senior Analyst, Infosource
Ralph Gammon,
Senior Analyst, Infosource
Red Oak B & C
9:00 – 9:45am
Keynote – What is Driving Valuation in the Capture Market?
2021 was a record year for M&A activity and saw unprecedented VC investment in the Capture/IDP ISVs. M&A activities will continue to play a significant role in the Capture market as vendors look to enhance their technology stacks, broaden their market reach and expand automation capabilities. David Gerber is the VP with Corum Group where he consults technology vendors on how to successfully conduct acquisitions or divestiture. He will provide advice on how to maximize the value of your company while minimizing your risk when investing in another company.
David Gerber,
Vice President
Tech M & A,
Corum Group Ltd.
Red Oak B & C
9:45 – 10:30 am
Optimizing AI to Meet STP Demands
Straight through processing has become the holy grail of automated business processing applications. Technologies like Capture, RPA, and BPM are used to try and achieve 100% STP rates. However, we all know this is impossible. We’d like to welcome back noted industry author and consultant Chris Surdak who will discuss how data analytics and AI can be deployed along with these technologies to set realistic expectations and maximize your customers’ STP rates.

Christopher Surdak

Red Oak B & C
10:30 – 10:50am
Break
10:50 – 11:00am
Sponsor Presentation
TWAIN Working Group

Kevin Neal,
Marketing Committee Chair

Red Oak B & C
11:00 - 11:35 am
The Cloud Capture Conundrum
Reports that two-thirds of all enterprise infrastructure is now cloud-based may be overstating reality. Infosource’s numbers show revenue generated from cloud Capture services still makes up less than a third of the worldwide web market. Why has Capture been so slow to move to the cloud? And why is it paramount that vendors, resellers and end users make the transition? Enter Jeff Willinger. Jeff is a cloud-first migration strategist and an expert on all things digital transformation. He will discuss the challenges and benefits of moving Capture to the cloud and help you define the best strategy for your business. You won’t want to miss this key presentation aimed at keeping you competitive and secure in the increasingly cloud-based landscape.
Jeff Willinger,
Digital Experience Director,
Withum
Red Oak B & C
11:35 - 11:45 am
Sponsor Presentation
Epson America Inc.

Tim Anderson,
Group Product Manager,
Epson America, Inc.

Red Oak B & C
11:45 – 12:15pm
Morning Speaker Panel
Ask all your questions from the morning sessions and interact with the speakers for a lively discussion!
Red Oak B & C
12:15 – 1:15pm
LUNCH featuring topic of interest tables
Join speakers for lunch to continue and deepen the discussion about their presentation topic.
The Pavilion
1:15 – 1:35pm
Platinum Sponsor Presentation - Gain More from Capture with Cloud API services
The last two years significantly shifted expectations for capture technology. Today, organizations need more out of capture and they need it to continuously adapt to their ever-changing business and IT strategies.

OpenText’s new Developer Cloud gives capture the tools to be more agile, making it the star of every organization’s digital transformation. Join Chris Wynder, Director of Marketing for OpenText Developer Cloud, for an interactive discussion on how OpenText cloud API services enhance the value of capture and help organizations keep pace with today’s rapidly evolving landscape.
Chris Wynder,
Director of Marketing;
Developer Cloud,
OpenText
Red Oak B & C
1:35 – 2:10pm
RPA and Capture: Match Made in Heaven…or Love on the Rocks?
The lines between RPA and Capture have been blurred in the past few years, but it seems like it could be a match made in heaven. As the products continue to evolve, things could go one of two ways. Are the two destined for a breakup; or will they find harmony working with each other long term? This session will focus on the connection between these two similar yet different technologies and what the future holds as customer demand continues to evolve.

Mark Miller, Senior Vice President - Enterprise Solutions, Naviant

Red Oak B & C
2:10 – 2:45 pm
Modernizing Capture in the Health Insurance Market
For years, scanning and processing paper claims was staple of the Capture market. Today health insurance providers are looking for a lot more. This includes processing a multitude of form types, including semi- and unstructured documents and these forms can be submitted through a growing variety of channels. Greg Froning is a Solutions Architect with more than 20 years of experience working with Capture software. He is currently employed by a major health insurance provider and will discuss the changes he is seeing, the challenges he is facing and his vision for the ultimate Capture solution for health insurance providers.
Greg Froning,
Solutions Architect,
Commercial Health Insurance,
Aetna, a CVS Health Company
Red Oak B & C
2:45 – 2:55 pm
Sponsor Presentation
Lark North America
Andy Wang,
GM, Lark North America
Red Oak B & C
2:55 – 3:15pm
Break
3:15 – 3:50 pm
The Evolving Landscape of Mortgage Loan Processing: Expanding from Capture to data-driven workflows is vital for success
With the recent interest rate increases, housing shortages, and supply chain issues, mortgage transaction volumes are decreasing which makes back-office efficiency a hot topic again. Multiple OCR vendors are popping up with point solutions, but lenders need an adaptable end-to-end solution to automate business processes and take over repetitive tasks. Hear how one mortgage loan origination software vendor is taking strides to adapt to the changing market and some insights into the future of document capture and processing in the financial services industry.
Mark Swift,
Software Product Manager,
Mortgage Cadence
Red Oak B & C
3:50 – 4:25 pm
E-Invoicing Coming to the US
In recent years, we’ve seen the implementation of nationwide e-invoicing initiatives around the world. Now, with the backing of the Federal Reserve, the Business Payments Coalition has launched an initiative for transitioning US business to a standardized electronic invoicing network. How will this affect your business? What are the challenges and opportunities for Capture vendors? Todd Albers and Guy Berg of the Federal Reserve Bank of Minneapolis will discuss the new initiative, explain the stages of implementation, including a discussion of the ongoing pilot program, and encourage you to join them in their journey toward improving efficiencies in US invoice and payment processing.
Todd Albers,
Senior Payments Consultant and Guy Berg, Vice President Payments, Standards and Outreach Group, Federal Reserve Bank of Minneapolis
Red Oak B & C
4:25 - 5:00 pm
Afternoon Speaker Panel
Ask all your questions from the afternoon sessions and interact with the speakers for a lively discussion!
Red Oak B & C
5:00 - 5:20 pm
Infosource Panel
What Can We Expect From Infosource?
Hear from the Infosource Analysts and Editor of DIR about new and enhanced services.
Red Oak B & C
5:20 - 5:25pm
Closing
Infosource Capture - What to Expect From the Future
Red Oak B & C
6:00 - 9:00 pm
"Meet the Speakers" Cocktails and Dinner
Cocktails and Dinner
Sponsored by OpenText
Prairie River

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*In light of the global pandemic, Infosource will provide a full refund of the registration fee (excludes travel costs) in the event Capture Conference is cancelled. Infosource is offering an online option for those that absolutely cannot attend in person. Contact [email protected] for more information

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