
Portico User Conference
April 13–15 | Orlando, FL

Co-creating the ultimate student experience

Join us for a three-day experience designed around the complete student lifecycle. From recruitment, enrollment, financial aid, student success, retention, graduation, and career placement - Portico's got you covered. We'll have hands-on breakout sessions that dive into workflows, reporting, and tool tips as well as peer-to-peer roundtables where you’ll swap candid insights with professionals facing the same challenges. Momentum is built for collaboration and real-world problem solving. Explore the product roadmap, uncover best practices, and get one-on-one time with our experts.
Last year's vibes
Event Registration
Welcome Reception
Kickoff to Momentum 2026 & Welcome Message
Fearful to Fearing Less: Recharged for What Comes Next
CRM 101: An Introduction to Portico's CRM
From FAFSA to Portico: Mapping the Aid Lifecycle
Externships Will NEVER be the Same Again: How Portico Changed Student and Faculty Experiences
SIS 101: Overview of Portico's Student Information System
Dashboards, Navigation & Roles: Working Faster in Portico
Modernizing Tuition Collection: CHCP’s Journey to Integrated, Mobile-First Payments
The Executive Exchange: Leading Career Education Through Transformation
Student Intake, ISIRs, Comment Codes & Verification
Payments 101: Overview of Portico Payments
Financial Aid 101: Overview of Software & Managed Services
Student-Centered Enrollment Online: Designing Digital Admissions Pipelines for Domestic and International Recruitment, Conversion, and Retention
OB3 Impact & Changes within FA Software System
Attendance 101: Overview of Attendance Functionality & Key Features
Portico’s Clinical Management Solution – Unlocking Its Full Potential for Nursing and Allied Health Programs
Interventions 101: Overview of Smart Nudges & Their Impact on Student Success
Portico Product Roadmap, Part 1: Progress on Our Journey
Portico Product Roadmap, Part 2: What's Ahead
Packaging & Awarding in Portico FA
Workforce Leakage in the AI Era: The Hidden Cost of Policy Change & a Strategy to Protect Retention
How to Win on TikTok in the Gen Z Era
Portico Product Lounge
OB3: What it Really Means for Career-Focused Schools
Disbursement, COD, G5 & Reconciliation
Empowering Your School: From Legacy Products to a Lasting Legacy
Withdrawals, R2T4 & Capstone Case
Help Shape the Future of Portico
Empowering AI: Incorporating Efficiency and Compliance Into our FA Ecosystem
Closing Statements & Prizes
Conference tracks
![]()
Financial Aid & Compliance
Stay ahead of regulations, get tips for accreditation, and understand how to run your financial aid processes more smoothly.
![]()
Admissions & Marketing
(CRM)
Recruitment and enrollment help fuel the growth of your institution – and adding more qualified learners into your programs isn’t a given. Learn strategies for reaching students where they are as well as hands-on training for our CRM, marketing automation, and document management tools.
![]()
Student Success & Retention
(Attendance & Mobile App)
Experiential learning is on the rise, so we need to make sure these students stay on track. With attendance, skills tracking, clinical management, and interventions, see how other schools are boosting their retention rates.
![]()
Student Data & Records
(SIS, Payments)
Explore how to manage the full student lifecycle in one place, from enrollment through graduation. Learn how to keep your systems in sync across departments and how schools are making payments easier for staff and students alike, with tools for automation, transparency, and real-time reporting.
![]()
Clinical Management
Discover strategies for tracking evaluations, managing placements, and staying audit-ready with centralized tools like Trajecsys. You’ll also get updates on nursing program requirements and best practices for staying compliant, organized, and student-focused.
Conference tracks
Financial Aid & Compliance
Stay ahead of regulations, get tips for accreditation, and understand how to run your financial aid processes more smoothly.
Admissions & Marketing
Recruitment and enrollment help fuel the growth of your institution – and adding more qualified learners into your programs isn’t a given. Learn strategies for reaching students where they are as well as hands-on training for our CRM, marketing automation, and document management tools.
Student Success & Retention
Experiential learning is on the rise, so we need to make sure these students stay on track. With attendance, skills tracking, clinical management, and interventions, see how other schools are boosting their retention rates.
Portico Pathfinder Awards

Thank you to our sponsors
Reserve your hotel room
![]()
Conveniently located 15 miles from Orlando International Airport (MCO), the Hilton Orlando blends modern comfort with resort-style amenities, including a lazy river, multiple pools, on-site dining, and easy access to everything Orlando has to offer.
To make your reservation and/or extend your stay beyond the days of the conference, call the hotel directly and mention "Momentum 2026": 1-888-488-3509.
Things to do in the area
![]()
From iconic theme parks to unforgettable dining and entertainment, Orlando offers something for everyone. Hilton Orlando is a Universal Partner Hotel, with a complimentary shuttle (reservation required) that takes you straight to the action. You’ll also be close to great shopping, outdoor adventures, and local experiences that make exploring Orlando easy and fun.
Stay in the loop
Get early access to Momentum 26 updates, speaker announcements, and news right to your inbox.

