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


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
Sponsored by TWAIN Working Group
The Pavilion
9:00pm onwards
Join us at the Keglers!
Pub in spa building across from hotel main entrance
September 8
7:00 – 8:00 am
The Pavilion
8:00 - 8:15am
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 projections about where the market is going.
Petra Beck,
Senior Analyst, Infosource
Ralph Gammon,
Senior Analyst, Infosource
Red Oak B & C
9:00 – 9:35am
Keynote – What is Driving Valuation in the Capture Market?
2021 was a record year for M&A activity and saw unprecedented VC investment in 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 a 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
9:35 – 9:45am
Sponsor Presentation
TWAIN Working Group

Kevin Neal, Marketing Committee Chair, TWAIN Working Group

Red Oak B & C
9:45 – 10:05am
10:05 – 10:40am
The Cloud Capture Conundrum
Reports that two-thirds of all enterprise infrastructure is now cloud-based may be overstating reality. Infosouce’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
10:40 – 10:50am
Sponsor Presentation
Epson America, Inc.

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

Red Oak B & C
10:50 – 11:25pm
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
11:25 – 12:00pm
Morning Speaker Panel
Red Oak B & C
12:00 – 1:00pm
LUNCH featuring topic of interest tables
Join speakers for lunch to continue and deepen the discussion about their presentation topic.
The Pavilion
1:00 – 1:20pm
Platinum Sponsor Presentation

Jim Hayes, Senior Marketing Manager - Capture, OpenText

Red Oak B & C
1:20 – 1:55pm
Is Low Code / No Code Just a Marketing Buzz Word? Pro-Code vs. No Code
What does low code / no code really mean for the implementation of capture solutions and how realistic is it? We will hear from vendors and practitioners whether they consider it just a marketing buzz word or an important trend.
Red Oak B & C
1:55 – 2:30pm
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
2:30 – 2:40pm
Sponsor Presentation
2:40 – 3:00pm
Red Oak B & C
3:00 – 3:35pm
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
3:35 – 4:10pm
AI: Preventing Fraud With Frictionless Biometric Authentication
The proliferation of online retail has made life easier for customers, but it has also opened new doors for fraud and corruption. Join Nuance's Chief Fraud Prevention Officer Simon Marchand and learn how the perfect storm of risk factors and rising socio-economic pressures has led to a massive increase not only in the volume of e-commerce fraud, but in the sophistication of fraudsters and refund abusers. Learn now to address your customers fraud challenges with modern security measures like biometric authentication.

Simon Marchand, Chief Fraud Prevention Officer and Director of Product Management for Security and Biometrics, Nuance Communications

Red Oak B & C
4:10 – 4:20pm
Sponsor Presentation
Red Oak B & C
4:20 – 4:55pm
Afternoon Speaker Panel
Red Oak B & C
4:55 - 5:10pm
Infosource Panel
What can we expect from the future?
Red Oak B & C
6:00 - 9:00pm
"Meet the Speakers" Cocktails and Dinner
Join speakers for dinner to continue and deepen the discussion about their presentation topics.
Sponsored by OpenText
The Pavilion


I need more information

*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