Transform 2017

A Unique
Collaborative Meeting
for IMM Clients

June 13, 2017    San Diego, California

Discover. Collaborate. Transform.

Join us for this one-of-a-kind session, reserved for IMM clients only.


The Transform 2017 meeting will give client attendees valuable insights, education and informational updates about IMM’s products, services, and future direction.  The collaborative forum will provide the first-ever chance for clients to hear directly from key IMM executives, network with peers from “like” user organizations, and learn about future IMM product direction.  Attendees will also have the unique opportunity to share feedback directly with IMM executives about future business requirements and provide input on IMM products and services.


Transform 2017 is being held in conjunction and co-located with the
15th annual CU InfoSecurity Conference.

Meet, Hear and Share
with IMM Executive Team Members


John Levy

John is one of the original founders of IMM and serves as Executive Vice President for the organization responsible for corporate administration, sales and business development.  John’s vision and customer-centric motivation drives the goals and objectives of the IMM team.


Nish Shah

Nish serves as IMM’s Chief Technology Officer and is responsible for the technical innovation, functional development, and integration strategies of IMM’s products in order to meet the current and evolving needs of IMM’s valued client base.


Howie Klein

Another long-term veteran of the IMM executive team, Howard serves as Vice President of Operations.  His leadership guidance oversees critical areas of IMM functional teams including Technical Support, Product Quality Assurance, Professional Services and Forms Design.


Mike Ball

Michael serves as Vice President of Markets and Strategy and drives IMM’s client-facing marketing and communication initiatives.  Michael frequently shares company and product presentations at user and industry conferences through-out the year and will be our host for the Transform 2017 event.

8:00 – 8:30


8:30 – 8:45

Company & Policy Updates
John Levy

8:45 – 9:00

Company & Policy Updates
Michael Ball

IMM has experienced exciting growth and change over the past 20 years.  Gain insights and updates into client-facing policies and activities that will help better navigate the organization going forward.

9:00 – 10:15

IMM eSign: The Road Ahead
Michael Ball

Learn first-hand of detailed updates and strategies that lie ahead short-term and long-term for our Enterprise eSignature platform.  

10:15 – 10:45

Networking Break

10:45 – 12:00

Technology Directions:  Insights into the Future
Nish Shah

An exciting opportunity to hear our CTO’s thoughts and strategies around technology considerations, trends and directions being established for IMM’s suite of advance eTransaction management solutions.

12:00 – 1:00


1:00 – 2:15

Customer Service & Support
Howard Klein

Learn about the significant changes that have recently been implemented or are under future consideration in an ongoing effort to maintain IMM’s strong commitment to customer satisfaction and success.

2:15 – 3:00

Client Showcase
(All Participants)

This round table conversation will allow each Financial Institution in attendance to share a brief synopsis of how they use IMM’s solutions, the value and impact experienced – along with any suggestions for future IMM product considerations.

3:00 – 3:15


3:15 – 4:30

Talk to the IMM Exec Team

For the first time, IMM clients get a unique opportunity to speak directly with the IMM executive team members together in one forum.  This interactive session will give attendees a voice to share their thoughts and perspectives around IMM’s products and services.  Feedback will be used to drive future direction for clients to continue to gain value and benefits from their IMM technology investments.


Cocktail Reception

A Special “Thank You” to our Meeting Sponsors

Why Attend?

This special customer-only meeting will provide a collaborative environment between IMM’s executives and our client attendees.   Attendees will learn about company services and product direction, technology trends and how they might be applied to IMM’s solution suite, along with the unique ability to share your voice and vision directly with these key members of IMM’s senior management team.


Our Transform 2017 session is being held in conjunction and co-located with the 15th annual CU InfoSecurity Conference. So you can attend both events and get twice the learning power.

Who Should Attend?

Due to the nature of this meeting, and the information that will be shared, it is reserved for current IMM clients only.


With such important information and the special format of the meeting, financial institution employees in the following areas would benefit from attendance:


  • C-Level Executive/Senior Management
  • Operations Staff
  • IT Staff
  • Lending Staff
  • IMM System Administrators
  • Other departments where eSignature and/or digital transformation is an initiative or area of interest

Wyndham San Diego Bayside

Beautiful Meeting Location

Our meeting will be held at the  Wyndham San Diego Bayside in beautiful San Diego, CA.


It is being held in conjunction and co-located with the CU InfoSecurity Conference, June 14-16. Hotel rooms will be offered to IMM session attendees via the CU InfoSecurity Conference hotel room blocks.