2020 Prevail Users Group Conference

PUG Image

As the Prevail community has grown, we have found that a disturbing number of our clients use only a fraction of Prevail's capability. What's even more disturbing is the fact that most of these users don't know the features they aren't using even exist. We try to do as much user training as possible in each new Prevail installation, but turnover and personnel issues frequently become a slippery slope that, if not reversed, can lead to lost productivity if your staff knows almost nothing about the system you rely on to run your practice. Since any system is only as good as your ability to use it, the effect on your firm's efficiency can be disastrous.

The only way to avoid this fate is to make sure that SOMEONE (or two, or three...) in your firm knows EVERYTHING Prevail can do, and stays current on new features and best practices so they can make sure they're followed in your office. Fortunately, there is an opportunity to do just that - The Prevail Users Group Conference (PUG), and we strongly encourage you and your staff to take advantage of it!

PUG2020 will take place on June 25th & 26th, 2020, at the Walt Disney World Swan Resort in Lake Buena Vista, Florida.

What Can I Expect at PUG?

Interactive seminars with the Prevail Training staff will include*:

  • Best Practices
  • Getting the Most Out of Prevail
  • Using Prevail to Manage People
  • Dashboards – If You Aren’t Using Them You Should Be!
  • Business Health and Other Analytics
  • How Well Are You Tracking Referrals, Really?
  • Understanding the Process Builder
  • Q&A with the Trainers

All PUG training sessions will feature our latest version, Prevail 8, but you don't have to be a Prevail 8 user to attend. If you are currently using a prior version of Prevail and would like to know more about Prevail 8, please visit our Upgrade Page

*Session topics are subject to change.



Thursday, June 25, 2020

9:00am - 1:00pm

Conference Sessions

Thursday, June 25, 2020

1:00pm - 5:00pm

Friday, June 26, 2020

8:00am - 5:00pm (lunch on your own)

Welcome Reception

Thursday, June 25, 2020

6:00pm - 8:00pm (hors d’oeuvres and drink ticket bar)

Complimentary coffee will be available all day throughout the conference.


Walt Disney World Swan Resort

1500 Epcot Resorts Boulevard

Lake Buena Vista, FL 32830

A discounted PUG2020 room rate is available, starting at $199.00 per night. The PUG room rate is valid for stays between Wednesday, June 24 and Saturday, June 27 (rate does not include nightly $30.00 service fee). Rooms are limited. Reservations can be made by calling (800) 227-1500 and asking for the PUG2020 rate.

Park Tickets

Who says you shouldn't mix business with pleasure? Come early, or stick around after the conference, and treat yourself to a well-deserved Disney vacation! The Walt Disney World ticket page can help you choose just the right activities and passes for you and your family.


If you choose to stay at another Disney resort, you can still take advantage of the free Walt Disney World Bus Service to get back and forth to the conference.


The cost to attend PUG2020 is $449.00 per person.

Early Bird Special - One FREE Attendee Until December 31, 2019, if you register two or more attendees, one of them is on us! Don't know who you'll send yet? No problem! Just enter TBD in the name field(s) and we'll follow up with you later.

No other discounts apply. The cost to register only one attendee is still $449.00. All attendees must be employed at the same firm, and only one registration per firm will be admitted at no charge. No refunds will be given, but registration may be transferable.

If you have any questions regarding PUG2020, please contact us at

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