Transform 2017

A Unique
Collaborative and Educational
Event for IMM Clients

June 13, 2017    San Diego, California

Discover. Collaborate. Transform.

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


The Transform 2017 event will give client attendees valuable insights, education and informational updates about IMM’s products, services, and future direction.  This 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 product direction.  Attendees will also have the unique opportunity to share feedback directly with IMM executives about future business requirements that will change and shape the financial services industry.


Event Registration Fee $125. Space is Limited. Register Today.


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

Special Early Bird Registration Incentives
Now thru April 30, 2017.


See Details Below!

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.

Preliminary Agenda Topics

(Subject to Change)

8:00 – 8:30


8:30 – 8:45

Welcome & Introductions

8:45 – 9:00

Company & Policy Updates
Michael Ball

IMM has undergone dramatic 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 – 1:45

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.

1:45 – 2:45

Customer Showcase
Client:  To Be Announced

Hear directly from one IMM client that has achieved superior customer experiences and driven operational transformation across their financial institution by using IMM’s eSignature and eTransaction solutions.

2:45 – 3:00


3:00 – 4:00

IMM eSign: Solution Spotlight
Speaker TBA

Explore innovative uses of IMM’s eSignature technology that can help your institution overcome business challenges, while driving higher levels of return on your investment in IMM’s solutions.

4:00 – 5:00

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.



Event Registration Information

Transform 2017 registration fee of $125 includes event attendance, continental breakfast, lunch, and morning/afternoon snack breaks.


Simply fill out the registration form below to secure your spot at this inaugural event. Event registration fees will be invoiced to you following registration completion.  Hotel booking and CU InfoSecurity registration information (if selected) will also be provided to you in your Transform 2017 registration confirmation email.

Special Early-bird Registration Incentives:

Register for Transform 2017 and receive a $25 discount off the normal $125 registration fee.
PLUS:  The first 20 people to register for Transform 2017 will receive a complimentary registration ($495 value) to the CU InfoSecurity Conference June 14-16, co-located at the same venue.

A Special “Thank You” to our Event Sponsors

Why Attend?

This one-of-a-kind inaugural event will provide a collaborative environment between IMM’s executives and our client community.   For the first time, 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 event 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 event, and the information that will be shared, this event is reserved for current IMM clients only.


With such important information and the special format of the event, 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 Event Location

The Transform Event will be held at the  Wyndham San Diego Bayside in beautiful San Diego, CA.


The event is being held in conjunction and co-located with the CU InfoSecurity Conference, June 14-16. Special discount hotel rates will be offered to IMM event attendees via the CU InfoSecurity Conference hotel room blocks.


Upon successful registration, hotel booking and CU InfoSecurity information will be provided to you in your registration confirmation email.

Register Today

Don’t miss your chance to attend this one-of-a-kind collaborative client meeting.  Space is limited and will be allocated on a first come-first served basis.


Registration fees for IMM’s Transform 2017 will be invoiced to each attendee after registration is completed.  Links to hotel booking information along with any applicable CU InfoSecurity conference registration information (if selected below) will be provided in your Transform 2017 registration confirmation email.


First Name*
Last Name*
Zip Code*
Phone Number*
Email Address*
Attend CU InfoSecurity?*
Need Hotel Room?*