Slide 1 - Title Page
Slide 2 - Burlington
On behalf of SunGard Bi-Tech, I am pleased to welcome you to
Burlington, Vermont, and I wish to express my thanks and
gratitude that you decided to attend this conference in light of the
events of the recent weeks. Your Board of Directors has worked
diligently to make this conference happen, in the face of many
challenges, and they are to be commended for keeping this
meeting on track. This organization is 14 years old now, and this
is your 15th annual gathering. You have reached an enviable
milestone, and it is appropriate to pause to reflect on the
significance of reaching such a point with a software vendor.
Normally, the half-life of a system is measured in dozens of
months or at best a very few years. In counterpoint, many of you
have been using this product for more than a decade. The depth of
such a commitment is a significant factor in SunGard Bi-Tech
bringing increased focus on the new technologies and business
functionality that are planned for the next generation.
October 2001 W.E..Holt - Keynote Address, Burlington Page 1 of 28
Slide 3 – September 11, 2001
I truly do appreciate your attendance at this meeting. The events
of September 11, 2001 will be forever etched in our minds. A
tragedy of this magnitude, with thousands of lives lost in an
attack on American soil, is difficult to comprehend. While our
world has been profoundly changed and a renewed sense of
normalcy will be hard to achieve, it is imperative that we achieve
it nonetheless. Deciding to carry on with this conference is one
small part of maintaining normalcy, and I know that it was a
difficult decision for your Board. So now, here we are, and we are
ready to go to work. I encourage you to make good use of your
time: meet new people and make the contacts you can call and
interact with after the conference is over; really take the time to
see where the product line is going and give your feedback on
what you need and want to see happen; and participate in your
module track by asking questions and sharing your knowledge.
Slide 4 – Vashon Office
A new path has been laid down towards the future. It embodies
many of the plans from the past, and it includes new ideas and
directions. We are now the Vashon Office of SunGard Bi-Tech,
better known in short-form as SBI-Vashon. The acquisition took
longer to complete than anyone wanted, but it is done and we are
in transition now. As we look forward to the future, we have a lot
of work to do but the path is very clear.
October 2001 W.E..Holt - Keynote Address, Burlington Page 2 of 28
Slide 5 – T-Shirt Logo
You will recognize this logo from last night’s party, where all of
the SBI staff wore T-Shirts emphasizing our web-based products,
which all have “Link” in their names. The basic logo, of course, is
from our first web interface, IRISLink.
Slide 6 – Linkage Logo
The Link Symbol is particularly important this year, as the two
offices, Chico and Vashon Island, now begin the challenge of
linking the two staffs, the two cultures, and the two products.
These efforts are well underway, but they take time, they take
energy, and they take patience. The theme of this year’s meeting
is really all about “linkage”, and we invite you to talk to us about
the future throughout this week.
Slide 7 – Staffing and Vendors
This year, we have brought twenty-one staff members to the
meeting, from both the Vashon and Chico offices. We are here to
listen, and we are here to share our knowledge. SBI staff will be
making some 34 presentations during the course of the conference.
You have our focused attention during the coming two and a half
days and I encourage you to take advantage of it.
And SunGard Bi-Tech is not the only vendor represented here
today. I would like to recognize the following vendors who have
made time to be at this meeting:
October 2001 W.E..Holt - Keynote Address, Burlington Page 3 of 28
Slide 8 – Hewlett-Packard
Mahesh Shah is here with us today from the Hewlett-Packard
Company. Mahesh, would you come up please? Mahesh is with
the Computer Systems Division, the group that makes the
HPe3000, and he will be making a presentation at 10:15 this
morning regarding the state of the product line and the
introduction of the A-Class and N-Class families of computers.
Slide 9 – DISC
Terry O’Brien represents Dynamic Information Systems
Corporation; the vendor who makes the indexing software that is
used in IRIS for rapid retrieval of data. OpenIRIS uses the latest
technology from DISC, an upgrade to OmniDex called
OmniAccess. OmniAccess includes the core OmniDex technology
coupled with index-aware ODBC drivers. Some 42% of the IRIS
customer base have upgraded to OmniAccess already, taking
advantage of the indexed ODBC access to IRIS data. Terry will be
making an informal presentation this afternoon at 2:15 ,
responding to questions regarding features and capabilities of
October 2001 W.E..Holt - Keynote Address, Burlington Page 4 of 28
Slide 10 – MB Foster
Also at our meeting this week is Birket Foster of MB Foster,
whose DataExpress product is used by a dozen IRIS sites for
reporting from IRIS databases. Birket is introducing a new
product this year, the Universal Data Access Link, and he will
speak about it this afternoon at 1:00.
Slide 11 – Easy Does It Technologies
Michael Gueterman of Easy Does It Technologies, otherwise
known as EDIT Corporation will be demonstrating the College
Store Front software, which is a Campus Bookstore solution that
can be linked to IRIS using IRISLink. He will make a formal
presentation at 10:15 tomorrow morning.
I encourage you to make time to visit with these vendors. They
are here to share their product knowledge with you, and to help
you solve problems. Gentlemen, thank you for being here today.
October 2001 W.E..Holt - Keynote Address, Burlington Page 5 of 28
Slide 12 - SBI Management
I would now like to introduce the SBI staff that are attending the
meeting, beginning with Aaron Johnson. Aaron is the President of
SunGard Bi-Tech and will be available throughout the conference
to meet with you and answer questions. In my role as the
Executive Director of the Vashon Office, I am responsible for the
day-to-day operation of that facility, and I work with staff to meet
the objectives set forth by SBI management. During this meeting
I will be available to discuss your issues.
Rich Ober is the Vice President for Corporate Relations. At this
conference, he is the liaison to the User Group and he is working
with your Board of Directors to make sure the mechanical details
of the conference are going smoothly.
Slide 13 - SBI Software Development
Ed Hohberg is Vice President for Product Development. He will
be attending sessions in every track, and will be available for
discussions regarding product directions. Phyllis Kaiden heads up
Software Development at the Vashon Office and will be focused on
issues in the SYS track and DegreeWorks. Raymond, Theresa,
and Jeremy are part of the group developing the core technology
for OpenIRIS, which includes IRISLink and DegreeWorks, and
will be active in every track this week.
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Slide 14 - SBI Software Development
Delores Payne is a Senior Application Developer; she will focus on
RIM and TreQ during the conference. Jennifer, Kirk and Sherrie
are very involved with custom projects and work closely with
clients on product releases, data migration, and special projects.
Jennifer and Sherrie will be involved with multiple tracks this
week, and Kirk will focus on the AID track.
Slide 15 - SBI Client Services Staff
Sarah Froyland is an Account Manager for IRIS clients and at this
meeting she would like to talk with any of you who are
considering training or consulting projects for the coming year.
Mark Wysoski is in charge of Documentation at the Vashon Office,
and he is a Senior Trainer and Consultant as well. Sarah and
Mark will be moving between sessions frequently. Mary Fitch is
an Account Manager for DegreeWorks clients, and Mark Nichols
is a DegreeWorks Trainer and Consultant. Mary and Mark will be
focused on the DegreeWorks track.
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Slide 16 - SBI Support Staff
Lillian Book is the Vice President for Quality Assurance, and the
Help Desk is part of her responsibility. She will be making a
presentation on Wednesday at 8:30 AM regarding new features
and services the Support Group will be introducing later this year.
Courtney is the Team Lead for the Vashon Help Desk, and she
will be splitting her time between the RIM and AFF tracks. Todd
Froyland is a Senior Software Engineer, and he is the Team Lead
for the Technical Support group.
Slide 17 – SBI Marketing and Sales
Drake Brown is the Vice President for Marketing and Sales. Mike
Fox is the National Sales Director for Higher Education. Drake
and Mike will be focused on introducing you to the latest
generation of IRIS and IFAS, and will spend much of their time in
the Demo Room. And, as a point of reference, Mike has attended
every meeting of this group since the first meeting in Allentown,
Pennsylvania in 1987. And at that meeting, he was the ONLY
October 2001 W.E..Holt - Keynote Address, Burlington Page 8 of 28
Slide 18 - SBI Assembled Staff
The twenty-one men and women who stand before you today are
dedicated to your success, and at this meeting they represent not
only themselves, and their organizations, and their company, but
also their colleagues who remain behind in Chico and on Vashon
Island, serving your associates as you participate in this meeting.
Each of us has a reason for being in this room today; those of us
from SBI are looking forward to a rewarding meeting, and we
know that you are too.
Slide 19 – Aaron Johnson
It is now my pleasure to present Aaron Johnson to you and ask
him to say a few words about the acquisition and the future of the
product line. Aaron began his Bi-Tech career in October 1990 as a
computer programmer. His interests were diverse, and the
company gave him the opportunity to work in Training,
Consulting, Project Management, and Product Management.
He rose to the position of Vice President of Client Support, and
then to Senior Vice President, and on January 1st, 2000 he became
President of SunGard Bi-Tech.
October 2001 W.E..Holt - Keynote Address, Burlington Page 9 of 28
Ladies and Gentlemen, may I present Aaron Johnson …
<<... Aaron ..>>
12 slides ….. 20 through 31 …..
Slide 32 - Topics
Thank you, Aaron.
In our remaining time this morning I will briefly review the
highlights of this year’s Client Profile, I will review the work in
progress on DegreeWorks and OpenIRIS and I will introduce two
new products. I will then conclude with a few remarks regarding
As for the nature of the slide show I will be presenting, let’s be
honest … it is going to go by pretty fast. For those of you who are
not familiar with the terminology, it may be a soft blur … but bear
with me. You will be hearing, if only briefly, about things you
need to know. The technology slides will show you the things you
need to see in the demo room in the coming days, and will help
you plan your time.
October 2001 W.E..Holt - Keynote Address, Burlington Page 10 of 28
Slide 33 - Profile Overview
If you would like to follow along with me as I point out a few
highlights in the Client Profile, now is a good time to open your
copy. As you can see in the Table of Contents, there are eight
sections to the Profile: A summary of data about the client base; a
list of supported clients showing what IRIS modules they have; a
cross reference list of client codes and client names; a list of clients
showing their site configurations and third party products; a client
directory; a ratings chart for the HP3000; information about
communicating with SBI; and information about the Help Desk. I
encourage you to spend a few minutes reviewing each section.
You will find a great deal of information about your peers.
October 2001 W.E..Holt - Keynote Address, Burlington Page 11 of 28
Slide 34 – Profile Focus
Let's take a look at the back page. Page 20 includes advice on how
to best contact the Help Desk, but has an incorrect holiday
schedule through mid-2003 which we need to correct. Page 19
gives you instructions on how to communicate with SBI in
general. Note that there will be a common toll-free 800 number
established for both IRIS and IFAS support calls. For the time
being, you must continue to send email to email@example.com and
call 206-463-3030. When we complete the changes to the
communications infrastructure later this Fall, you will be able to
use the 800 number and the common email address. As for the
holiday schedule, a new one will be published on the website, and
we will have printed copies of corrected pages in the demo room
Slide 35 – N-Class HP3000
Pages 17 and 18 are performance ratings for the HP3000, using
numbers published by HP over the years and calibrated against
the Series 37. You will note I have highlighted each model on the
current Corporate Price List with a cluster of small diamonds, and
have used a pointing hand to indicate models found in the IRIS
customer base. I would like to mention that almost 20% of the
HP3000’s in this community are the new generation N-Class
family. If you have questions about the future of the HP3000, be
sure to attend the HP presentation later this morning.
October 2001 W.E..Holt - Keynote Address, Burlington Page 12 of 28
Slide 36 - Profile Overview
Now turn to Page 4, the Summary Profile of Supported Clients.
The Summary Profile of Supported Clients is a one-page overview
of various statistics describing the IRIS user community. Here
you will find totals for a number of categories, including where
sites are located, what equipment they have, and what third party
software they use.
Slide 37 - Module History
Here are a few additional notes not shown in the Client Profile.
Since 1978, 104 sites have acquired 539 IRIS modules. At
present, 399 of those modules are under product support at 65
sites. And we are in the process of installing 75 of those modules
at 28 sites. Overall, the installed base grew by about 10% in 2001.
And, 30 of the 65 supported sites have been with IRIS for 10 years
or longer. That’s really a phenomenal number.
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Slide 38 – Client Anniversaries
Here is a list of clients who are celebrating major anniversaries
this year. Congratulations to you all for achieving these
milestones. We recognize and appreciate that your longevity as
clients has been predicated upon our ability to introduce new
technologies, and our working with each of you to define how that
new technology should be deployed and implemented. Which
brings me to our next topic, the status of OpenIRIS, the next
generation of the IRIS student records application.
Slide 39 - DegreeWorks Status
A major DegreeWorks update was completed earlier this year. It
was called the Horizon DegreeWorks Release, and it included the
core infrastructure enhancements for sites that purchased the
Transfer Articulation Module (TreQ), along with SureCode,
Transit and a number of very important improvements.
For a number of our DegreeWorks clients in the Washington State
Community College Consortium, it has proven to be a difficult
update. Quite frankly, despite our best efforts in testing and
staging the release before it was shipped, we made a number of
fundamental mistakes in packaging the update.
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I would like to apologize to all of you in the Consortium for the
length of time it has taken to correct the problems, and I want to
assure you that every effort is being made to finish the
installations in a timely manner.
Slide 40 - TReQ Status
Notwithstanding the installation issues with the DegreeWorks
Horizon Release at some of our sites, Horizon is nonetheless a
very important update. The TreQ module is now in general
release, and the SureCode UCX Maintenance program and the
Transit Reporting Interface, both of which use the OpenIRIS Data
Entry design technology, now eliminate the need for a terminal
logon to perform those functions.
Slide 41 – DGW Look and Feel
The Horizon update allows DegreeWorks to now use the current
technologies embodied in IRISLink, which in turn allows for a
redesign of the look and feel of DegreeWorks on the Web. You are
looking at a prototype of what the next generation Web interface
will look like, and your feedback is needed before we commit it to
the next update.
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Slide 42 – DGW Find
The SEARCH capability can now be tuned to the needs of the
advisor and presented in a more powerful metaphor. I will be
showing you a number of different SEARCH screens over the next
few minutes, and you will note that each has a slightly different
Slide 43 - OpenIRIS Status
Each year we try to introduce something new in OpenIRIS, as well
as announce new delivered features. This year is no exception. In
the next few minutes, I am going to provide you with a look at the
new scripting models used by IRISLink, the eCommerce
enhancements to IRISLink, the release of two OpenIRIS utilities
(SureCode and Transit), and two new products (ediLink and
ODELink). A point I want to make very clear is that OpenIRIS
has not gone away, that it is a critical part of the SunGard Bi-
Tech strategy for moving forward, and that we are committed to a
new generation of IRIS that meets our goal of an “open systems”
implementation of the IRIS student records application.
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Slide 44 – Scripting Models
This year marked the Horizon release of the IRISLink product,
which introduced several important enhancements to the scripting
Slide 45 – Generic University
You first saw Generic University last year at this show. It
provides a campus portal with modern features. We have now
introduced another scripting model that we call Generic Tech.
Both models use state of the art features, which allow a campus to
make broad changes in the look and feel of the site without the
level of effort required in our first model, Generic College.
Slide 46 –GenTech Data Report
This screen shot illustrates how data can be displayed in a grid,
with local control of fonts, shading, colors, and data placement
defined in an external configuration file. Notice that the
navigation buttons operate in much the same fashion as similar
buttons in the OpenIRIS Data Entry prototype. Where possible,
we are trying to standardize the look and feel of similar
functionality regardless of the technology being used to implement
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Slide 47 –GenTech Find
Here you see a new approach to the student search function, with
values configured to meet your campus needs. These models, both
Generic University and Generic Tech, are available with the
Horizon IRISLink release, and can be installed by your staff or by
SBI staff in a contracted PowerBoost.
Slide 48 –IRISLink eCommerce
The IRISLink eCommerce capabilities are being significantly
expanded by a project funded by Bellevue University and
Dominican University. The initial focus is on automated inquiry
and application processing. Our goal is to have initial “simplified”
inquiry and application processing in the field for beta testing by
early 2002. Other, more advanced features will be introduced
later in 2002.
Phyllis Kaiden will be speaking about the IRISLink eCommerce
project at 1:30 Tuesday in a joint meeting of the RIM, SAM, and
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Slide 49 – OpenIRIS Utilities
As part of the DegreeWorks Horizon Release, versions of
SureCode and Transit were delivered which worked only with the
DegreeWorks product. Now, we are ready to field test versions of
these two OpenIRIS utilities that work with all modules. Messiah
College, Radford University, and Mary Washington College will
begin testing both products later this month, with a targeted
release date of mid-December to the customer base. Speak with
Sarah if you want to schedule a PowerBoost to bring these utilities
up at your site.
Slide 50 – SureCode Menu
SureCode provides UCX and CDT maintenance without the need
for a terminal emulator or a user session on the host IRIS server.
All available tables are listed for ready access.
Slide 51 – SureCode Data Entry
Each table entry is presented in a data entry format, with most
tables broken into individual fields for ease of entry.
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Slide 52 – SureCode Reports
A dynamic report module is included with SureCode which allows
you to use standard formats for examining data in the UCX or
CDT, as well as custom craft your own report formats using drag
and drop methods. The PC-based SureCode utility is much more
powerful and has many more features than the terminal based
UCXENTRY and UCXREPORTS programs it replaces.
Slide 53 – Transit Request
And now Transit. The familiar IRIS report interface, with a
screen filled with 90 fields, is now banished to the historic past as
a relic of bygone technology. Transit gives you a GUI metaphor
for selecting the criteria, the sort sequence, and the format.
Slide 54 – Transit Report
Transit will even find and display the resulting report on your PC.
And because it is within your Windows environment, it can be cut
and past into other products, such as WORD or EXCEL.
There will be a session on Transit in the Harvest track at 1:00 pm
today, in the RIM track at 8:30 Wednesday, and in the AID, SAM,
and AFF tracks at 8:30 AM Tuesday.
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Slide 55 – New Products
I promised that I would be introducing two new products today.
They are ediLink and ODELink. Yes, they both have the word
“Link” in their names, and the purpose of that is to reinforce these
new products use the web browser for the user interface.
ediLink uses Electronic Data Interchange to send and receive data
to other institutions and trading partners. It has been written to
industry standards, and follows AACRAO guidelines.
ODELink is the OpenIRIS Data Entry interface. This is the last
major piece of OpenIRIS, and its delivery signals the start of the
migration away from Indexed IRIS to the next generation.
Slide 56 – ediLink Overview
The ediLink product development has been sponsored by Blinn
College and Walla Walla College. It is the first OpenIRIS product
to make extensive use of XML technology, and it is being
introduced in stages. The first set of functionality was delivered
in late September to Blinn College and involves receiving student
transcripts from trading partners. There will be a presentation in
the RIM, SAM, and SYS tracks at 10:15 Tuesday by staff from
Blinn regarding their implementation of ediLink.
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Slide 57 – ediLink Matching
This slide illustrates the look and feel of ediLink, where the GUI
interface provides the user with a natural view of the data being
Slide 58 – ediLink Detail
As you can see, ediLink provides a drill down capability where you
may review the data in summary, and then focus on a particular
record to review the detail. Sherrie Pierson is the lead Software
Engineer on this project and she will be happy to review the
features and capabilities of the product. When she is not in the
SYS track, you will probably find her in the Demo Room.
Slide 59 – ODELink Overview
ODELink is the data entry interface for administrative users. It
uses web-based technologies and follows the rules established for
administrative data entry by the OpenIRIS Early Adopters. The
first field tests for the interface are expected to deploy at the end
of November at Anderson University for MPE, and at George Fox
University for UNIX. We are very excited about delivering
ODELink, and recognize that this deliver means OpenIRIS is
really here for the major IRIS modules.
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Slide 60 – ODELink FIND
This first slide shows the SEARCH window. Note that as I
suggested to you earlier, it has different fields than other
SEARCH windows you have seen today.
Slide 61 – ODELink Master Data
Notice the Outlook-style menu bar on the left of this screen, as
developed in the original OpenIRIS Data Entry prototype. We
have tried to have all of the original Delphi components reflected
in the web-based version.
Slide 62 – ODELink Detail Data
Typical data entry will include a grid to find records and select
them for maintenance, with the data entry field located below the
Slide 63 – ODELink Reports
IRISLink reports may be displayed in ODELink pages. The
standard reports accessible by the user will appear in the menu
bar on the left.
A presentation about ODELink is scheduled for the Harvest track
at 1:30 PM on Tuesday.
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Slide 64 – Sequencing
The plan for deployment of ODELink is to start with BOX and
Harvest, followed by SAM, followed by the Administrative
Records, which are RIM and AFF, and then finish with AID. We
are well underway with BOX and Harvest, and SAM will be
ramping up by the end of the year. Our goal is to make
substantial progress in deploying ODELink in 2002.
A question that comes up about OpenIRIS relates to the platform
of choice. You can expect to run OpenIRIS on either MPE or
UNIX. The decision is yours. Some of the newer features of IFAS,
however, do not run on MPE. What does this mean to you as a
client if you want the latest features and versions of both
products, but don’t yet want to move to UNIX for the student
The simple answer is that if a client wishes to move its IFAS
product to a UNIX platform while retaining the IRIS product on
MPE, it will be able to do so. Talk with Mike or Drake in the
Demo Room for more details.
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Slide 65 - OpenIRIS Costs
In each of the past three years I have addressed the issue of the
cost of moving to OpenIRIS. Now, it’s something you really have
to budget for. I’ve made a list of the items most of you have asked
about. There are no surprises here. Bottom line: there are
changes coming, and you need to see Mike Fox and Drake Brown
to talk about it. They are both available this week, in the Demo
Slide 66 - The Link Logo
To summarize, the “Link” family has grown, and OpenIRIS is
nearing completion. The final push for OpenIRIS is being
accomplished by both the Chico Office and the Vashon Office
working together towards the common goal.
The Linkage symbol is entirely appropriate for this effort
We are linking up our hopes, and our dreams, and our people, and
our clients, and our technologies. These are exciting times, and
we are glad that you are along for the ride.
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Slide 67 - Closure
As I conclude my remarks today, I would like to thank you for
your support of SRN throughout the years. The Vashon Office is
now SunGard Bi-Tech and has been for 105 days. We are focused
on the future and we are not looking back. Nevertheless, before
we leave the past behind, I want to acknowledge the 19-year run
of Software Research Northwest, and the clients and staff who
made it all possible. For the next few minutes, I’m going to wear
that SRN hat for just one last time. And then I’m taking it off and
putting it away, because there is work to be done and I’ve got a
new hat to put on.
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In a few moments, as you leave your seats and head out for the
break, you will pass by staff who are handing out commemorative
mugs bearing the SRN logo, a parting gift from the management
and staff of Software Research Northwest. It’s a trifle really, but
it’s from the heart. When you look at the mug, some years down
the road, gathering dust on a shelf somewhere, remember us and
smile. And when they hand you your mug, take a good, long, look
at these people, these ordinary people who are truly extraordinary
people, these professionals who have come to your aid on
weekends, and holidays, and at midnight. These people who have
flown to your site in blizzards, walked across your campus during
ice storms, hunkered down with you during hurricanes and
earthquakes and civil unrest, and put in 24 hours straight making
things right for you.
October 2001 W.E..Holt - Keynote Address, Burlington Page 27 of 28
Yes, we have angered you, but we have also delighted you, and
while from time to time we have disappointed you, more than once
we have pleased you.
And you? Well, you have baffled us at times, but you have awed us
as well, and while we will confess to occasional frustration, you
have always, always, inspired us. You gave SRN a reason for
being. You gave us a purpose and a direction. We were proud to
have you as clients, and in truth, we thought of you as partners.
Through it all, we have been colleagues and we have respected
each other. Oh, what a glorious journey it has been, and what
amazing stories we have to tell about it.
I would not have missed it for the world.
And so I thank you for these 19 years, and I thank you for your
time this morning. I sincerely hope that you have a productive
and informative conference and, yes, it’s now time to put on that
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