Company Info

April 23, 2008
Warren Mackensen attended the National Advisors Trust Company Annual Shareholders Conference held in Hilton Head, South Carolina. Warren spoke with current and prospective users about the features and benefits of using ProTracker Advantage in their businesses.

May 13, 2008
Warren Mackensen and Barbara Hoffmann exhibited at the 2008 NAPFA National Conference, which celebrated the 25th Anniversary of the National Associaiton of Personal Financial Advisors. The conference was held in Long Beach, California. The conference was preceded by ProTracker Advantage All-Day Classroom Training.

On Friday, May 16th, Warren was joined by his wife, Pat, and two of their three sons for the conference dinner on the HMS Queen Mary, now a floating hotel. The event was special for Warren's family since, in 1939, Warren's mother emigrated from Belgium on the Queen Mary to come to the United States to marry Warren's father.

July 31, 2008
Warren Mackensen exhibited at the 8th Annual Garrett Retreat in Kansas City. Warren provided the Garrett Planning Network members with a preview of the upcoming integration of Garrett's GUS database software into ProTracker Advantage, Version 6. When released in 2009, ProTracker Advantage will have project management capability, including time tracking, invoice creation for hourly clients and fixed price projects, and the ability to easily create financial planning recommendation reports.

September 03, 2008
Warren Mackensen and Barbara Hoffmann exhibited at the 2008 NAPFA West Region Conference entitled "Come West for the Best," held at the Westin Hotel in Westminster, Colorado. The conference was preceded by ProTracker Advantage All-Day Classroom Training.

September 11, 2008
Warren Mackensen and Barbara Hoffmann exhibited at the 2008 New York - New Jersey, and Connecticut Tri-State FPA Conference, held in Stamford, Connecticut. The conference was preceded by ProTracker Advantage All-Day Classroom Training.

September 21, 2008
Warren Mackensen and Barbara Hoffmann exhibited ProTracker Advantage at the 2008 Schwab IMPACT Conference, held in Atlanta, Georgia. The conference was preceded by ProTracker Advantage All-Day Classroom Training.

October 03, 2008
Warren Mackensen and Barbara Hoffmann exhibited at the 2008 FPA National Conference, held at the World Trade Center in Boston. During the Conference, Warren and Barbara attended a meeting of the Your Silver Bullet group promoting data integration among software providers.

The conference was preceded by ProTracker Advantage All-Day Classroom Training.

October 16, 2008
ProTracker Software provided a ProTracker Advantage Training Course to Texas Tech University at Lubbock, Texas, for use by their students in obtaining a Certificate of Competency in ProTracker Advantage. The syllabus contained 73 Lessons comprising over 125 self-study tasks for the students to perform for their instructor. A number of professionals who previewed the Training Course at the FPA Conference in Boston commented that ProTracker Software has clearly raised the bar in the comprehensiveness of financial services industry software training.

October 22, 2008
Warren Mackensen and Barbara Hoffmann exhibited at the NAPFA Practice Management & Technology Conference, held in Las Vegas, Nevada, at Bally's Hotel.

November 10, 2008
Warren Mackensen and Barbara Hoffmann exhibited at the 2008 NAPFA Northeast/Mid-Atlantic Region Conference, entitled "Retirement in the Boomer Era: New Options, New Ideas." The conference was held at the Hershey Lodge in Hershey, Pennsylvania. The conference was preceded by ProTracker Advantage All-Day Classroom Training.