2021 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!

PUG2021 will take place on June 17th & 18th, 2021, 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 9, but you don't have to be a Prevail 9 user to attend. If you are currently using a prior version of Prevail and would like to know more about Prevail 9, please visit our Upgrade Page

*Session topics are subject to change.



Thursday, June 17, 2021

9:00am - 1:00pm

Conference Sessions

Thursday, June 17, 2021

1:00pm - 5:00pm

Friday, June 18, 2021

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

Welcome Reception

Thursday, June 17, 2021

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

1200 Epcot Resort Boulevard

Lake Buena Vista, FL 32830

A discounted PUG2021 room rate is available, starting at $209.00 per night. The PUG room rate is valid for stays between Tuesday, June 15 and Sunday, June 20 (rate does not include nightly $30.00 service fee). Rooms will be limited, make your reservation today! Learn more about the resort's Commitment to Clean.

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! To purchase specially priced Disney Meeting/Convention Theme Park tickets, please call 407-566-5600 or CLICK HERE. Tickets are valid 7 days pre, during, and 7 days post meeting dates. Please note the cut-off date for advance purchase savings is June 17th at 12:01am.

Travel Advisory: A park reservation is required for entry along with the ticket. More information can be found by visiting the Disney World reservation page.


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.


Do you have a product or service that would benefit Prevail users?

If so, consider being a PUG 2021 Sponsor!

For the same price as an attendee admission ($495.00), you’ll receive:

  • Exhibitor booth
  • Your company logo and product description on all PUG materials
  • 5 minutes of podium time to market your product in front of all attendees
  • Admission for 2 to the PUG Reception

Contact Robin Ventura to register:


Phone: 407-367-7919


The cost to attend PUG2021 is $495.00 per person.

Second attendees are free (this will be reflected in your price calculation, below). Register for the live virtual session below by selecting Virtual Ticket and leave the attendee number at 1 (though you may have as many attendees as you wish - you only pay for one ticket).

If you have any questions regarding PUG2021, please contact us at

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