PlotBox Tech Summit North America 2026
Connecting innovation, insights, and the deathcare community.
This year, the PlotBox Global Tech Summit is coming to North America
For the first time, we’re bringing leaders and users together in one expanded event, designed with two dedicated threads running throughout the Summit, so everyone can get real, relevant value.
Are you ready to shape the future of deathcare?
PlotBox is proud to host the 2026 Tech Summit designed exclusively for deathcare leaders.
Join us as we explore the next generation of deathcare technology, offering you a front-row seat to new innovations and ideas - from generative AI to data-driven mapping.
This exclusive 3 day event includes:
3 days of workshops, with thought leadership global peer discussions on the top issues affecting deathcare leaders today - hosted within the picturesque surrounds of PlotBox HQ in the ecosHUB, Co. Antrim
PLUS:
3 nights at the Galgorm, Northern Ireland's premier, 5 star, multi-award-winning luxury Hotel and Spa!
Pricing:
$2,695 USD Event Ticket (per person) inclusive of 3 nights accommodation at Galgorm Resort [$3,655 CAD]
Bringing a spouse or partner?
Let us know below and we'll send you details on pricing
Optional Extras (additional cost applies):
Extend your stay at Galgorm Resort
Round of golf on Monday, March 31st
Spouse attendance
Speaking of golf...
Galgorm Castle Golf Club, boasts an 18-hole par-72 championship layout regarded as one of Northern Ireland’s premier parkland courses and has hosted multiple major professional events!
[Note: After completing the form, please wait for next steps from us before booking flights]
One industry. One community. One conversation about the future of deathcare.
As the largest market across the PlotBox group, North America will host our biggest customer event to date. With the addition of MIS and the continued growth of our customer community, we’re bringing together cemetery, crematory, and funeral home professionals to focus on the ideas, technologies and innovations shaping the future of deathcare.
Whether you’re shaping strategy, leading operations, or working in the system every day, you’ll leave with practical insights, meaningful connections, and a clearer view of what’s next for your organization and the profession as a whole.
Join our cemetery and wine tasting tour
Tuesday November 3rd | 2pm - 5pm
You're invited to join our exclusive pre-event excursion on Tuesday, November 3rd, 2pm - 5pm PT: a guided walking tour of the historic Tulocay Cemetery and private wine tasting ($60 pp with transportation included).
Important Details:
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Accessibility: Please note this experience includes a guided walking tour across uneven cemetery grounds. If you have physical mobility limitations, this terrain may not be suitable.
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Age Restriction: In accordance with California law, you must be 21 or older to participate in the wine tasting portion of this event.

A huge thanks to our sponsors
Fiserv is a global fintech and payments company that provides solutions for banking, merchant acquiring, digital payments, e-commerce, and point-of-sale technology. Fiserv helps businesses and financial institutions drive growth, improve customer experiences, and streamline payment acceptance and processing.
Ring Ring Marketing helps funeral homes and cemeteries generate more at-need and preneed calls through digital marketing built specifically for deathcare. Trusted by funeral homes and cemeteries across the country, we specialize in local search, SEO, Google Ads pay-per-click advertising, online reputation management, website conversion optimization and social media marketing—turning online visibility into real calls, leads and appointments.
Ricoh Document Scanners helps cemetery, crematory, and deathcare organizations modernize document-intensive processes through intelligent document capture. From historical records and administrative documents to everyday business paperwork, our scanning and capture solutions help turn paper into accessible digital information, reduce manual processes, and create more efficient workflows.
Orthometals is a recycling company that collects and processes leftover metals from crematoria across the world. Founded over 25 years ago, the company specializes in recovering and sorting durable materials - such as titanium, cobalt alloys, and surgical stainless steel from medical implants, alongside coffin nails and gold.
C & J Financial LLC is North America's leading provider of insurance assignment funding for the funeral industry. Founded in 1996 and based in Rainbow City, Alabama, the company helps funeral homes and cemeteries avoid cash flow delays by advancing funds on life insurance death claims.
TECH SUMMIT
Why attend?
This isn’t just a product event. It’s a deathcare innovation summit.
Hands-on workshops
Next-level ideas
Meaningful connections
One Summit. Two Experiences.
For Leaders:
Wednesday Nov 4th
Theme: Shaping the Future of Deathcare Operations
Day 1 focuses on innovation, future-proofing your operations, and providing direct input into the PlotBox roadmap. Perfect for operational managers and leaders focused on the next 3-5 years.
Day 1 Agenda
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8am: Check-in
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8.30am: Mix over refreshments
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8.45am: Welcome and Kickoff
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9am: Keynote Poul LeMasters
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9.30am: Networking break
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9.45am: Interactive Workshop: The Future-Proof Cemetery
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11am: Breakout sessions
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12pm: Lunch & learn
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1pm: Session 1: Prototype Feedback: Shaper Session
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2:15pm: Breakout sessions
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3.15pm: Networking break
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3.30pm: Session 2: The Innovation Lab: Co-Designing Solutions with Our Product Operating Model (Part 1)
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4.15pm: Closing Session Day 1: "Key Takeaways & Insights"
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4.30pm: CAB Meeting & Support drop-in
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6pm: Optional dinner and entertainment
Thursday Nov 5th
Theme: Execution, Growth and Mastering Change
Day 2 shifts from future theory to practical execution. Learn from the real-world successes of your peers, deep-dive into standardizing operations and acquire the human change-management skills needed to implement technology successfully.
Day 2 Agenda:
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8am: Check-in
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8.30am: Mix over refreshments
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8.45am: Welcome
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9am: Session 3: PlotBox in the Wild: Lightning Case Studies
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9.45am: Breakout sessions
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11am: The Innovation Lab: Co-Designing Solutions with Our Product Operating Model (Part 2)
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12pm: Lunch & learn
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1pm: Session 4: The Growth Blueprint
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2.15pm: Closing Session Day 2: "Key Takeaways & Insights"
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3.15pm: Support drop-in time
For the End-User
Workflow
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WORKFLOW MASTERMIND & HIDDEN GEMS: Time-saving tools and tricks
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LIVE ACTION ADOPTION WORKSHOP: Process-change best practices
For the End-User
Standardization
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SOP BUILDER & "TRAIN THE TRAINER" WORKSHOP: Build robust procedures and internal training skills
For the Leader
Strategy
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THE FRICTIONLESS JOURNEY: Digitally optimize family experience for revenue
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PANEL | BREAKING THROUGH THE SCALE BARRIER: Overcome growth challenges with data and people
For the Leader
Change Management
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THE HUMAN SIDE OF TECH: Mastering Change Management
Both days include:
1 Day Pass
$449
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Access to 1 day of the Summit
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All sessions included on chosen day
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Networking with other deathcare leaders
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Complimentary lunch and refreshments provided
2 Day Pass
$649
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Access to both days of the Summit
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All sessions included
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Networking with other deathcare leaders
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Complimentary lunch and refreshments provided
Accommodation
What are the accommodation options?
We have secured a dedicated block of discounted rooms at the Marriott, Napa Valley exclusively for Summit attendees.
Please note: To access these preferred rates, you must complete your Summit registration first. Once your booking is confirmed, a direct reservation link will be emailed to you.
How do I get there?
While Napa Valley doesn't have its own major commercial airport, the hotel is perfectly positioned between three major international hubs.
- Oakland International Airport (OAK): 50 miles / approx. 70-minute drive
- San Francisco International Airport (SFO): 55 miles / approx. 75-minute drive
- Sacramento International Airport (SMF): 55 miles / approx. 75-minute drive
Can I attend remotely?
While we believe the magic of the PlotBox Tech Summit is best experienced in person, we understand that not everyone can make the trip.
We will not be live-streaming the event, but we will be sharing exclusive post-summit recaps, session takeaways, and digital resources with our global PlotBox community. Be sure to subscribe to our newsletter so you don't miss out!
What topics will be covered?
The Leader Track: Strategy & Scale
For executives, directors, and decision-makers focused on growth:
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Breaking Through the Scale Barrier: Discover vital lessons in leveraging data, people, and partnerships for explosive growth.
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The Frictionless Journey: Learn how to design an end-to-end family experience that organically drives revenue.
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The Human Side of Tech: Master change management and discover how to align your staff with your long-term vision.
The End-User Track: Efficiency & Execution
For system administrators, family service counselors, and daily operations staff:
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"The Ultimate Shortcut": Join our workflow mastermind to uncover hidden PlotBox gems that will save you hours every single week.
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SOP Builder & "Train the Trainer": Walk away with the exact frameworks you need to empower your staff and streamline daily processes.
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Live Action Adoption: Real-time, hands-on strategies to ensure your team is getting the most out of your software.
All-Attendee Core Sessions
Come together to collaborate directly with the PlotBox team and industry peers:
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The Future-Proof Cemetery: Our opening keynote on where the industry is heading.
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The Innovation Lab: Co-design future software solutions directly with our Product Operating Model.
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Prototype Feedback: Shaper Session: Get an exclusive first look at what we are building and help shape the final product.
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PlotBox in the Wild: Lightning case studies showcasing real-world wins from your peers.
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The Growth Blueprint: Our closing session to tie your new strategies together.
One summit. Two focused experiences.
Alongside the dedicated threads, the Summit will also include joint sessions and customer stories that bring leaders and users together to learn from each other and explore how technology is being used in practice across different organisations.
This is the Plotbox Global Tech Summit on tour; brought to North America to better serve our largest and fastest-growing customer community, and designed to reflect the scale, diversity, and momentum of the Plotbox and MIS ecosystem today.
“The abundant amount of information shared by staff was wonderful. The networking was fantastic, everyone working together and sharing so muck knowledge that they have gathered.”
“The abundant amount of information shared by staff was wonderful. The networking was fantastic, everyone working together and sharing so muck knowledge that they have gathered.”
2024 attendee
Discover the full agenda
Training sessions, networking opportunities, local tours, and more.
- 8.30am: Breakfast refreshments
- 9am: Welcome and kickoff
- 9.30am: Session 1
- 10.45am: Networking break
- 11.15am: Breakout session 1
- 12.15pm: Lunch and learn
- 1.15pm: Sponsor spotlight
- 1.30pm: Breakout session 2
- 2.15pm: Networking break
- 2.45pm: Sponsor spotlight
- 3pm: Panel discussion
- 4pm: Breakout session 3
- 4.45pm: Session 2
- 5.15pm: Support drop-in
- 6.30pm: Optional dinner and entertainment
- 9.15am: Coach collection from Hotel Reception
- 10am: Tour of Lake View Cemetery
- 12pm: Lunch
- 1pm: Session 3
- 2pm: Conference close
- 2.30pm: Bus back to hotel
Get your tickets.
Excited to join but need to convince your manager or board?
Early Bird 1 Day Package
$249
Spaces Are Limited; Book Early To Avoid Disappointment
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Access to 1 day of the conference
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All sessions on chosen day
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Cemetery tour (day 2 only)
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Networking opportunities with other PlotBox users
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Official PlotBox certification
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Breakfast, lunch & refreshments included
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Optional dinner as extra
Early Bird 2 Day Package
$399
Spaces Are Limited; Book Early To Avoid Disappointment
-
Access to both days of the conference
-
All sessions included
-
Cemetery tour
-
Networking opportunities with other PlotBox users
-
Official PlotBox certification
-
Breakfast, lunch & refreshments included
-
Optional dinner as extra
Once your conference registration is confirmed, you'll receive a discounted booking link for the Marriott, Downtown Cleveland to book your accommodation separately if required.
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