TWAIN Working Group Annual Conference · Fourth Year
📅 November 11–12, 2026 · Safety Harbor Resort & Spa, Florida

TWAIN CONVERGE 2026

Business Practices, Data Intelligence & Robotics Conference.
~100 decision-makers. Two days. Two tracks. One question that matters:

“How do I use automation to drive workplace operational effectiveness — and profit from it?”

Short site registration required for new visitors.

Optional add-on: Charity Golf for City of Hope cancer research, November 13. More info →

100%
2025 Attendees
Would Return
~100
Intentionally Curated
Attendees
2
Parallel Tracks
Day 2
30+
Years of TWAIN
Interoperability

This Conference
Was Built for You

Three distinct audiences. One focused event. Every session designed around a specific, actionable return for the people in the room.

Who This Is For

  • Records managers and IG professionals
  • Directors of compliance, legal ops and risk
  • Operations managers across capture, workflow and office tech
  • CIOs and VP-level technology executives
  • Digital transformation leaders
  • Healthcare, financial services, legal and government
  • Service bureau operators

What You'll Walk Away With

  • AI and automation explained in business language, not vendor-speak
  • Real case studies from organizations like yours
  • Questions to ask vendors, and the lock-in pitfalls to avoid
  • A framework for building the internal business case
  • How AI and robotics change efficiency and profitability
  • Peer connections across industries facing the same problems

Track A: Data Intelligence Business Practices

Interactive sessions · Real-world case studies · No vendor pitches
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Who This Is For

  • MFP and copier dealers evaluating the robotics channel
  • Robotics OEMs and systems integrators
  • Managed service providers extending beyond print
  • Sales and service leadership in the office technology channel
  • Manufacturers and distributors watching the AMR market
  • Anyone whose service infrastructure could carry a new product line

What You'll Walk Away With

  • Where the office robotics market actually is and where dealers fit
  • New ways to bill beyond the click, from usage metrics to Robotics as a Service and leasing
  • Financing structures that make the economics work for mid-market buyers
  • A live demo of printers, robots and field service working together as one connected workplace
  • A dealer's first-hand account of entering the robotics business
  • What certification and open standards mean for what you sell

Track B: Robotics

Business-focused · Live demonstrations · Dealer case studies
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Who This Is For

  • Engineering teams at ISVs, OEMs and integrators
  • TWAIN Direct implementers and certification candidates
  • Developers building on TWAIN Direct and twAIn Robotics standards
  • Teams building on LLMs and agentic workflows over document pipelines
  • Anyone working where embodied AI meets physical document handling
  • No-code and low-code practitioners

Learn the Technology

  • The TWAIN Direct Reference Platform: cloud print, pull scan and push scan on one protocol
  • The Capture Gateway and Workplace Asset Lifecycle Management framework behind Open Interoperability Technologies, and the new data sources it opens up
  • C2PA provenance and content trust in AI-generated document workflows
  • The twAIn Robotics standards roadmap and CORR certification program, and what it takes to build products the channel can sell and support
  • Open standards that keep AI agents, hardware and systems interoperable

Two Days.
Built for Action.

Day 1 — November 11
General Sessions (All Attendees) · Preliminary
12:00 – 1:00 pm
BREAK

Registration, Lunch, Networking/Sponsor Exhibits

1:00 – 1:20 pm
ALL ATTENDEES

Welcome & Conference Overview

Setting the stage: why this moment matters for the traditional imaging community and the emerging robotics ecosystem.

Kevin Neal, Executive Director, TWAIN Working Group
1:20 – 2:10 pm
KEYNOTE

Keynote: Automation and the Bottom Line — What's Real, What's Coming, and What It Means for Your Organization

A business-first keynote connecting document intelligence, AI, and robotics to the operational realities of organizations in the room. Where are organizations seeing real ROI from automation? What does it cost to delay?

2:10 – 3:00 pm
ROUNDTABLE

Roundtable: Shaping the Future of Workplace Interoperability

An open industry discussion on the collaboration between the TWAIN Working Group and Stramaglio Consulting about the formation of Open Interoperability Technologies (OIT).

Together, we’ll explore our technology project building a Capture Gateway with Workplace Asset Lifecycle Management (WALM) framework as a foundation—creating valuable new and strategically important data sources that can help monetize solutions through universal interoperability in the era of IoT and AI.

Bring your ideas, challenges, and perspective. Help shape what comes next.

Kevin Neal, Executive Director, TWAIN Working Group
Michael Stramaglio, President and CEO, Stramaglio Consulting
Hiro Ueda, Partner and COO, Stramaglio Consulting
3:00 – 3:15 pm
BREAK

Break and Sponsor Exhibits

3:15 – 4:00 pm
FIRESIDE CHAT

The Future of Leasing & Financing: “TWAIN-inside” Billing, Service & Asset Management

What happens when real-time interoperability becomes a new source of monetization for leasing, financing, and service?

This session explores industry-friendly billing models for scanning, printing, and robotics—using “TWAIN-inside” metrics as a second monetization engine, alongside traditional billing models. New metrics can measure and count virtually everything across Imaging, Robotics, and AI, creating powerful new data sources for innovative billing, service, asset management, and revenue models—today and well into the future.

Imagine the value of having real-time visibility into how every asset is actually being used—and the possibilities that creates for more flexible billing, better cash-flow management, and entirely new business models.

Richard Cashman, CEO, IP Syndicate
Jennie Fisher, Group President, Office Technology, GreatAmerica Financial Services
4:00 – 4:45 pm
ALL ATTENDEES

AI, Compliance & Governance Risk Management: Driving Trust and Reducing Risk Through Open Standards

Multiple federal initiatives and agencies encourage or prefer open, non-proprietary, and interoperable systems for procurement, cybersecurity, and AI governance. Discover how stable, community-supported standards for AI agents, hardware, and systems create trust, ensure consistent operations, and drive efficiency, avoiding the risks of proprietary, siloed technology. Learn practical frameworks to manage AI-driven automation while maintaining auditability, regulatory alignment, and enterprise-wide reliability.

Peter Bedell, Chairperson, TWAIN Working Group
John Hoye, Vice President Business Development, LifeSite — exploring tokenization and how provenance, ownership, identity, and trusted transactions can become components of a commercial business model.
Leonard Rosenthol, Chief Architect, Adobe Intelligence Platform, Adobe and Chair, Technical Working Group, Coalition for Content Provenance and Authenticity — bringing the perspective of Content Credentials, C2PA, enterprise content workflows, and the emerging infrastructure for authenticating content at scale.
4:45 – 5:00 pm
ALL ATTENDEES

Preview: Day 2 Track Overviews

Brief orientation to the two Day 2 tracks so attendees can plan their day.

Kevin Neal, Executive Director, TWAIN Working Group
5:00 – 7:00 pm
RECEPTION

Networking Reception and Sponsor Exhibits

7:00 pm
BREAK

Dinner on Own

Day 2 — November 12
Morning Plenary (All Attendees) · Preliminary
7:00 – 8:00 am
BREAK

Continental Breakfast | Sponsored Exhibit Time

8:00 – 8:45 am
KEYNOTE

Morning Plenary: State of the Standards — TWAIN, TWAIN Direct & twAIn Robotics 2026

Updates from TWAIN Working Group leadership on milestones, certifications, and the roadmap ahead.

Kevin Neal, Executive Director, TWAIN Working Group

Day 2 delivers deep, targeted content across two concurrent tracks. If you are part of the data intelligence community, Track A is your home base. If you are exploring the robotics channel opportunity, Track B is designed for you. Both tracks reconvene for the Day 2 Demonstrations and Closing. Each track features a dedicated moderator, is interactive, with structured audience discussion, live demonstrations and case studies throughout.

Track A · Data Intelligence Business Practices
Designed for hardware OEMs, ISVs, and end users. Sessions are educational and interactive — each includes structured audience discussion time. Real-world case studies are featured throughout. This is the primary track for the Capture/IDP/AI community: scanner OEMs, ISVs building capture and IDP applications, records managers, compliance officers, and anyone whose work is part of the broader data intelligence ecosystem.
Track Moderator Priscilla Emery, Owner, e-Nterprise Advisors, TWAIN Advisory Council
9:00 – 9:15 am
Anchor Sponsor Presentation
9:15 – 10:00 am
From Driverless Scanning to a New Business Model: Is This a Leasing Moment?

Driverless scanning could be the next major disruption in office technology—much like the transition underway with Windows Protected Print. But disruption creates opportunity: Can this moment become a new leasing, financing, and recurring revenue opportunity for the imaging channel?

Peter Bedell, Chair, TWAIN Working Group, joins Jennie Fisher, Group President, Office Technology, GreatAmerica Financial Services, and Jay Brown, Head of Cybersecurity Operations Business Unit, Managed Print Services, Marco Technologies, for a joint presentation exploring how dealers can turn driverless scanning into a financed technology solution, managed service, and long-term customer relationship.

The discussion connects technology disruption with the practical realities of equipment financing, As-a-Service models, cybersecurity, managed services, and recurring revenue—and asks whether the industry is looking at a technology upgrade when it should be looking at a new business model.

Peter Bedell, Chairperson, TWAIN Working Group
Jennie Fisher, Group President, Office Technology, GreatAmerica Financial Services
Jay Brown, Head of Cybersecurity Operations Business Unit, Managed Print Services, Marco Technologies
Benjamin Allen, Founder and CEO, Swilab
10:00 – 10:45 am
The Records Manager's AI Toolkit: What You Need to Know Now

A practical session for IG professionals: what AI can automate in records management, where human oversight is non-negotiable, and how document capture standards protect compliance. No technical background required.

John Masters, CEO, KeyLogic, Inc.
10:45 – 11:00 am
Break and Sponsor Demonstrations
11:00 – 11:45 am
Beyond the Click Charge: New Ways to Monetize Document Scanning and Document Management

The MFP has traditionally been monetized by the click. But what happens when you start monetizing what happens to the document after the click?

This panel explores how MFP dealers, manufacturers, and their technology partners can create new revenue streams from the scanning infrastructure they already sell—by charging for the value of the information and workflow, not simply the page.

From basic document capture to intelligent document processing and AI, there are numerous potential billing events:

  • Per page scanned or processed
  • Per document classified
  • Per workflow executed
  • Per destination or system connected
  • Per document archived or retained
  • Per field extracted
  • Per AI/LLM operation or query
  • Per transaction, business process, or completed outcome
  • Or even subscription and outcome-based models

The panel will explore which models make economic sense, which create predictable recurring revenue, and where dealers can add value without turning their existing MFP customers into another complicated software sale.

Moderator Harvey Spencer, President and Founder, Factorum LLC
Panelist Ralph Gammon, Senior Analyst, InfoSource
Panelist Terrence Abrams, CEO, Dynamic Excellence in Information
Panelist Bruce Orcutt, Chief Product and Marketing Officer, ABBYY
Panelist David Gerber, SVP Sales, Parascript
11:45 am – 12:30 pm
TWAIN Direct Reference Platform: A Working Session

TWG has begun development on the TWAIN Direct Reference Platform — a cloud-based, driverless standard for print and scan. Joe will walk through the specification, the working reference implementation already running print, pull-scan, and push-scan over a live cloud, and where the platform is headed next.

This session is interactive by design: come ready to ask questions and help shape the standard while it's still being written.

Introduction Lee Davis, Analyst, OpenBrand
Joseph Odore, Chairman Emeritus & Executive Director, TWAIN Direct Reference Platform
12:30 – 1:30 pm
Lunch, Networking and Sponsor Demonstrations
1:30 – 2:15 pm
The Business of Trust: Monetizing Authentic Content and Provenance in the Age of AI

How do you turn authenticity, provenance, and trust into a revenue-generating business?

As AI makes it increasingly difficult to distinguish original, modified, and machine-generated content, provenance is moving from a technical capability to a potential economic asset. C2PA provides an open standard for cryptographically binding provenance information to digital content, including its origin, modifications, and use of AI.

This session explores what happens when we stop thinking of provenance as simply metadata and start treating trust as a service that can be measured, delivered, and monetized.

John Hoye, Vice President Business Development, LifeSite — exploring tokenization and how provenance, ownership, identity, and trusted transactions can become components of a commercial business model.
Leonard Rosenthol, Chief Architect, Adobe Intelligence Platform, Adobe and Chair, Technical Working Group, Coalition for Content Provenance and Authenticity — bringing the perspective of Content Credentials, C2PA, enterprise content workflows, and the emerging infrastructure for authenticating content at scale.
2:15 – 3:00 pm
The Installed Base Advantage: Building the Next Service & Robotics Supply Chain

How can Field Service turn the installed base into a strategic growth engine while creating better economics for customers and service providers?

Software and firmware updates, parts replacement, cybersecurity and PQC upgrades can extend equipment life, improve uptime and SLAs, and create new recurring service opportunities.

MFPs provide the proven model. Robotics gives the industry a unique opportunity to establish a new service and supply-chain ecosystem—working together across manufacturers, dealers, service providers, and suppliers before the market becomes fragmented.

Bruce Nelson, Vice President, Strategic Initiatives, Hytec Solutions
Edward Krzysik, Vice President, Field Services, Source Support Services
Ben Bullock, Vice President of Services, Milner Inc.
3:00 – 3:15 pm
Break and Sponsor Demonstrations
3:15 – 3:25 pm
Premier Sponsor Presentation — OPEX Corporation
Joseph Odore, Global Product Marketing Manager, OPEX Corporation
3:25 – 4:15 pm
From Scanners & Copiers to Robots: Unlocking Business Efficiencies and New Revenue Streams

The expertise, relationships, and service infrastructure that powered the managed print industry are the very foundation for success in the robotics and autonomous mobile robot (AMR) market. This session offers a clear, accessible look at how robots are being deployed, supported, and monetized, showing how businesses can drive operational efficiency while creating entirely new revenue opportunities.

Moderator Greg Walters, Founder, Crickets Continuum
Reena Philpot, CEO, Precision Duplicating Solutions
Dan Western, Co-Founder and CVO, Gemynd
Art Post, Co-Founder, Crickets Continuum
4:15 – 5:00 pm
Demonstrations and Closing – All Audiences
5:00 – 6:30 pm
Closing Reception
Track B · Robotics
Designed for MFP/copier dealers, robotics OEMs, systems integrators, and end users exploring office automation. Sessions are business-focused and accessible, not deeply technical. Live demonstrations and case studies are central to this track. A central theme throughout Track B is how to leverage the standardized interaction between copiers, MFPs, scanners, and specific robots, so that the devices and workflows you already manage can connect intelligently with autonomous mobile robots without custom development or proprietary lock-in.
Track Moderator Peter Bedell, Chairperson, TWAIN Working Group
9:00 – 9:15 am
Anchor Sponsor Presentation
9:15 – 10:00 am
The Office Robotics Market: Size, Opportunity, and Where Dealers Fit

Analyst overview of the AMR and office robotics market — projected growth, current adoption, and how the MFP/copier dealer channel is positioned as the primary service and distribution network for office-ready robots.

Peter Bedell, Chairperson, TWAIN Working Group
Earl Philpot, President, Precision Duplicating Solutions
Terrence Abrams, CEO, Dynamic Excellence in Information
10:00 – 10:45 am
Case Study: From Managed Print to Managed Robots — A Dealer's Journey

A copier/MFP dealer shares their experience entering the robotics market: motivation, lessons learned, business model, and results. Moderated Q&A.

Jeffrey Foley, Director/COO, Apollo Office Systems
Pamela Foley, President, Apollo Office Systems
10:45 – 11:00 am
Break and Sponsor Demonstrations
11:00 am – 12:30 pm
Live Robot Demonstration & Roundtable
Converge Use Case Demo – Interoperability in Action

What happens when printers, robots, field service, and safety systems work together as one connected workplace?

This live demo brings interoperability, serviceability, and safety to life through a real-world workflow: a printer requests paper, a robot responds and completes the delivery, another robot performs cleaning, and a service event triggers a field-service workflow.

The demo then shows how connected robots can safely share the same workspace while avoiding conflicts—even when their missions overlap.

Most importantly, every action demonstrated creates valuable, measurable data that can become a new monetization opportunity—from consumables and usage to service events, robot missions, productivity, asset utilization, and safety.

Three takeaways: Interoperability. Serviceability. Safety. And a new universe of measurable data to monetize.

Introduction Diego Diaz, Product Manager Autonomous Press and Robotics, HP
12:30 – 1:30 pm
Lunch, Networking and Sponsor Demonstrations
1:30 – 2:15 pm
Robotics Value-Added Services Use Case
Turning Robotics Interoperability into New Services and Revenue

As robotics expands into the workplace, the business opportunity goes far beyond selling the robot. This use case explores value-added services that can generate recurring revenue through integration, security, embodied AI and personalization, and multi-vendor AMR and robotic workflows.

Universal interoperability creates opportunities to charge for deployment and integration, managed robotics services, cybersecurity, AI capabilities, workflow orchestration, remote monitoring, asset management, maintenance, and performance optimization.

The result is a shift from a one-time hardware sale to an ongoing services and revenue model, where each robot, workflow, data point, and AI capability can become part of a measurable, billable service.

Gary Russ, President & CEO, The Ascension Group
Mark Emmerson, Sr. Vice President of Sales & Marketing, The Ascension Group
2:15 – 3:00 pm
Financing the Robotics Channel: RaaS Models, Leasing, and Making the Economics Work

How Robotics-as-a-Service pricing, usage-based billing, and leasing structures make robots accessible to mid-market organizations — and how dealers can structure offers their customers can say yes to.

3:00 – 3:15 pm
Break and Sponsor Networking
3:15 – 3:25 pm
Premier Sponsor Presentation
3:25 – 4:15 pm
Building the Robotics Ecosystem — Standards, Certification & Channel Development

Open discussion on the twAIn Robotics standards roadmap, the CORR certification program, and what it takes to build a channel that can sell, service, and support robots at scale.

Peter Bedell, Chairperson, TWAIN Working Group
4:15 – 5:00 pm
Demonstrations and Closing – All Audiences
5:00 – 6:30 pm
Closing Reception

Our Sponsors & Partners

TWAIN Converge 2026 is proud to be supported by the following sponsors and partnering organizations.

Anchor Sponsors

Available — contact Erin Dempsey to claim this tier.

Premier Sponsors
OPEX
Exhibitor Sponsors
Hytec Dealer Services
ABBYY
Meals & Breaks Sponsors
Parascript
Partnering Companies
Crickets
AIIM
AIIM Southeast & LatAm
Women in Information Management
Keypoint Intelligence
Print 4 Pay Hotel
BPO — The Imaging Channel
Lyrid
TBTLA
Gemynd
Quasi
IDEM Global
Euda

Safety Harbor
Resort & Spa

A historic 22-acre waterfront retreat on the shores of Tampa Bay, consistently ranked among the top destination spas in the United States. This is where meaningful industry connections meet genuine Florida relaxation.

🌊

Tampa Bay Waterfront

Waterfront nature trails, easy access to Clearwater beaches and Tampa dining

💆

50,000 sq ft Spa & Fitness Center

Mineral spring-fed pools, signature treatment rooms — 20% spa discount for conference guests

🍽️

Three On-Site Dining Venues

Including the celebrated Fountain Grille

✈️

Easy Access

Convenient to Tampa and St. Pete/Clearwater airports. Extend your stay — special rate honored 3 days before or after the event.

$179
/ night + tax · Resort fee included
Includes
✓ Resort fee included
✓ 20% spa discount (booked before arrival)
✓ Rate honored 3 days before/after event
✓ Limited room block — book early
Reserve Your Room
Contact Erin Dempsey for room block details

Charity Golf
for City of Hope

Stay one more day and play for a cause. TWAIN Converge has joined forces with the Executive Connection Summit — ECS East — for a charity golf tournament benefiting City of Hope cancer research and compassionate care. It doubles as The Great Reunion: Law Cypress Distributing and NewWave alumni, partners, and friends back on the course together.

The format is an eighteen-hole scramble with prizes and giveaways throughout the day. Rental clubs are available at the venue, so guests travelling without equipment can still play. Schedules and further details will be announced to participants.

01
Incredible Golf

An 18-hole scramble at a private course in the Tampa area. Relaxed, team-based, and built for fast-paced play.

02
Iconic Reunions

Law Cypress Distributing and NewWave alumni, partners, and friends back on the course together.

03
Leading Network

A full day alongside the decision-makers you spent the last two days with at Converge.

04
For the Cause

Every dollar raised supports City of Hope cancer research and compassionate care.

Day-of Schedule
8:00a Registration & Breakfast
9:30a Shotgun Start
3:00p Luncheon & Awards
Join the Fun Donate to City of Hope
Hosted by Kevin Neal · Questions: info@twain.org

Join Us in
Safety Harbor

November 11–12, 2026. An intentionally sized event — approximately 100 attendees — built for quality connections over volume. TWAIN Working Group member companies receive one complimentary pass.

Questions about registration, sponsorship, or speaker proposals? Contact Erin Dempsey, Managing Director, TWAIN Working Group
Erin.Dempsey@TWAIN.org · +1 (910) 574-6631

$250
Per Person · Both Days
  • All Day 1 General Sessions
  • Day 2 access to your chosen track
  • Lunch and receptions both days, plus Day 2 breakfast
  • Networking Reception (Day 1 evening)
  • Closing Networking Reception (Day 2)
  • Tabletop exhibits & sponsor demos
  • Post-event report with key insights
Register Now
Short site registration required for new visitors.
Travel and hotel not included. TWAIN WG members: 1 comp pass — contact us.