Orange County, CA
February 15, 2022

DoubleTree by Hilton Anaheim/Orange County

100 The City Drive

Orange, CA 92868

(714) 634-4500

Redtail has secured a limited amount of rooms at the reduced rate of $139 plus fees per night. To reserve your room click here. Rooms are first-come first-served and are the responsibility of the attendee.

What is Redtail University LIVE?

Get your maps and backpacks ready, trailblazers, because Redtail University is back to our cross-country, in-person events, and this year, we’re celebrating the beauty of our National Parks and using their guiding principles of conservation and growth to teach you about one of the most valuable pieces of equipment at your campsite. 

As always, Redtail University events are here to help financial professionals from every corner of the country in equipping the right gear and following the best paths to help conserve your clients’ futures while growing your relationships with them! Featuring two tracks, Redtail University events cover all there is to learn about Redtail CRM, while also highlighting the latest updates and functions. Join our Redtail University trainers to have your minds filled with actionable guides to maximize your CRM by attending either our Implement or Strategy tracks.

Recommended for newer campers (users for one year or less), one-person offices, or office staff who live in Redtail, the Implement track is all about the functions you have at your disposal and HOW to implement them in your office life. This is a nuts-and-bolts training that shows how to apply the many areas of Redtail in your business by using concepts, situations, and best practice examples. If you find yourself saying “I don’t know what I don’t know” or “I’m only using 5% of Redtail” or “Where do I run reports again?”, then Implement is the track for you!

Recommended for more seasoned trailblazers (users of two+ years), Office Managers, or Advisors with Staff, the Strategy track focuses on using your familiarity of the CRM, as well as WHEN and WHY to use certain features. While still guiding on the functions in the CRM, Strategy offers more of a framework for how all of the tools within Redtail can be used to strategically tackle common situations. The main approach of Strategy is to show users what Redtail CRM is capable of in their office. If you find yourself having “trouble with practice management”, then check out our Strategy track!

Remember though, there is no wrong class to pick, and we’re confident you’ll gain all types of knowledge to use the CRM to help you conserve and protect your clients’ futures while growing stronger, beautiful client relationships.

*Redtail University events touch briefly on beginner features, but primarily focus on general intermediate and advanced applications of Redtail CRM. We suggest having 3-6 months experience using Redtail before attending. 


Registration opens at 7:15am

Class begins at 8:00am

Class concludes between 4:30 and 5:00pm 

Agendas for each track:

Download Implementation (Staff) Agenda here.
Download Strategy (Advisor) Agenda here.


Cost? $475 per person.  

What's included? Each attendee will get a Redtail University workbook to take home and a Class of 2022 t-shirt, as well as the opportunity to win some other Redtail swag during your class. We also provide breakfast, lunch, snacks and the all-important cuppa joe!

What do I need to bring? RTU is a live classroom training on our web-based CRM, so bringing a laptop or tablet to class will help you follow and work alongside our Trainers. A jacket or sweater wouldn't hurt either, as sometimes the classrooms can get a bit chilly.

If registration is cancelled more than 14 days before the event, a full refund will be issued.

If registration is cancelled with less than 14 days before the event, no refunds will be given. A promo code will be issued for you or another team member to use within the next 12 months.

Reg Fox by Webconnex
Secure Online Registration Powered by RegFox