USERGROUP 2018

COMING

AS ATOGETHER

COMMUNITY

Dear friends, partners, and colleagues,

It means so much to us that youíve traveled to Utah and you are investing the next few days with TazWorks. We realize that this is valuable time away from your offices and for many, taking you away from revenue-driving events. Your commitment to our annual event is critical to the success of our partnership and the growth we expect together in 2018 and future years.

This industry is changing, and so is TazWorks. A common theme you will hear across the conference is ì Sales-driven Technology.î As we continue to collabo-rate to deliver the best technology platform to power your business, we are developing as a sales engine to support your business strategies and revenue goals. The time has never been better to disrupt the industry and expand market share.

Over the next couple days, we will share exciting advances that directly support aggressive growth goals. As integrations are a key part of this, weíve now made resources for these available to you through a self-service model. Our dev plan is aggressive and now viewable to you thought TazSupport.com, including many items youíve requested that we are excited to share. This new direction adds and expands upon everything weíve done so far, which youíll learn more about in my State of the Union address.

Please attend the sessions throughout the next couple days with questions, thoughts, and most importantly, an appetite for creativity and collaboration. We expect this to be our best TUG yet.

I hope you have a fantastic time while you're here and leave feeling more connected to us, with a greater sense of our commitment to building the best for you, and excited about the future. This is our background screening market to own together.

Your success is our success,

Barton Taylor TazWorks Founder and CEO

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DAY 1AGENDA

May 15th, 2018

General & Breakout Sessions

BreakfastExhibit Hall - Sponsored by Experian

8:00 am

BreakExhibit Hall

BreakExhibit Hall

10:00 am

LunchTrofi - Sponsored by Baxter Research

12:00 pm

Day 1 Continued

3:00 pm

TazWorks State of the UnionBallroom - Barton Taylor, TazWorks CEO and Founder

9:00 am

1:30 pm

Hot Topics in Background Screening ComplianceBallroom - Pamela Devata, Seyfarth Shaw

10:30 am

Accreditations, Audits, and You

Knowledge-based Authentication:Donít Guess Who Your Applicants Are

Understanding the Jurisdiction Tool:New Features, Tips, and More

Jurisdictional Disclosures:States, Counties, and Cities

Underutilized Featuresto Help You Become More Efficient

2:15 pm

Collaborate

Tagging Reports and Searches

Open Support Assistance

Customizing Disclosures:Required Info, Uploads, and More

613 (a) Notices:Faster, Flexible Configurations

Reporting:Past, Present, and Future

Ballroom

Seminar Theater

Canyon Room A

Canyon Room B

Canyon Room C

Ballroom

Seminar Theater

Canyon Room A

Canyon Room B

Canyon Room C

EVENT MAP

GRANDBALLROOM

2ND FLOOR

EXHIBIT HALLEVENT OFFICE

SEMINARTHEATER

BUSINESSCENTER

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Vendor Free Night6:00 pm

Vendor ReceptionExhibit Hall

5:00 pm

3:30 pm Integrations 101:The Basics

Disputes 101

Data Management and Retention:Preparing for Purging

QA ReviewThree Options to Mitigate Risk

Trade House Data Filtering Options

4:15 pm

VendorDemos

SJV & Associates

Securitec

i3Screen

Onboarding Systems

Day 1 End

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Ballroom

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Canyon Room B

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DAY 2AGENDA

May 16th, 2018

General & Breakout Sessions

BreakfastExhibit Hall - Sponsored by TransUnion

8:00 am

BreakExhibit Hall

10:00 am

LunchTrofi - Sponsored by Compass Driving Records

12:00 pm

Day 2 Continued

What If?Ballroom - Louis Richardson, IBM Chief Storyteller

9:00 am

1:30 pm

Practical Advice in the Screening IndustryBallroom - Michael De Janes, Principal Partner at New Kent Consulting LLC;Montseratt Miller, Partner at Arnall Golden Gregory LLP; and Scott Paler, Attoriney & Partner at DeWitt Ross & Stevens S.C.

10:30 am

Integrations:Creating the Biggest Impact on Your Bottom Line

FCRA 607:You Can Run but You Can't Hide

Trade House Data Filtering Options

Criminal Monitoring.Why, How, and When

Jurisdictional Disclosures:States, Counties, and Cities

2:15 pm

Collaborate

Collaborating for Integrations Success

Tagging reports and searches Collaboration

Open Support Assistance

613 (a) Notices:Faster, Flexible Configurations

Join the TazCommunity:Resources for Success

Ballroom

Seminar Theater

Canyon Room A

Canyon Room B

Canyon Room C

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TazWorks Closing RemarksBallroom

5:15 pm

Trade House Data ReceptionExhibit Hall - With DataDivers, RapidCourt, and backgroundchecks.com

5:30 pm

Spencerís SteakhouseProvided by TazWorks

6:30 pm

Keys on Main: Dueling Piano BarProvided by Tazworks

8:00 pm

5:00 pm

3:30 pm Integrations Roadmap

Revenue Opportunities You're Missing

Data Management and Retention:Preparing for Purging

Capitalizing on Substance Abuse Integrationsto Streamline Your Processes

Geek Speak:The Technology of TazWorks

4:15 pm

VendorDemos

iRent

SJV & Associates

Onboarding Systems

Hiring Thing

Day 2 End

Day 2 Continued

Ballroom

Seminar Theater

Canyon Room A

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BreakExhibit Hall

3:00 pm BreakExhibit Hall

DIRECTIONS TOKEYS ON MAIN

HILTON

KEYS ONMAIN

DAY 3AGENDA

BreakfastExhibit Hall

May 17th, 2018

Training

8:00 am

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TUESDAYDESCRIPTIONSState of the Union: Barton Taylor, CEO and Founder

Knowledge-based Authentication:Donít Guess Who Your Applicants AreHow can you be sure I am who I say I am? Data breaches are at an all-time high, but you can help your clients from being one of the millions who are affected each year. Join us as we explain knowledge-based authentication technology and its applications in the screening industry. We will discuss how this technology differs from CBSV (consent-based social security verification) and why itís simpler, faster, and more efficient for screening companies to use.

Accreditations, Audits, and YouWhat we are doing to ensure the security, confidentiality, and availability of sensitive and personally identifiable information? These questions originate from many sources, includ-ing RFP questionnaires, industry accreditation requirements, contractual obligations, end-users, or your cousin Francis. Come learn about PCI DSS, EI3PA, SOC 2, and GDPR, and how TazWorks' compliance with these trusted frameworks can safeguard your critical business information and help you sleep better at night.

The time has never been better to disrupt the industry and expand market share, and as we continue to collaborate to deliver the best technology platform to power your business, we are developing as a sales engine to support your business strategies and revenue goals. Learn more about what weíve accomplished in the last year, get a preview into our aggressive development plans for the coming year, and hear some of our biggest announcements we have to share.

Hot Topics in Background Screening Compliance: Pamela Devata, Seyfarth Shaw LLPWhat hot topics are all the rage right now in the world of background screening compli-ance? What new and emerging interpretations of the FCRA and other legislation might be putting you at risk? Where should you be continuing to place your focus to keep your company covered? Learn all this and more from industry legal expert Pamela Devata.

1:30-2:15 pm

9:00 -10:15 am

10:30 am -12:00 pm

Customizing Disclosures: Required Info, Uploads, and MoreNew legislation is being passed constantly with new restrictions and requirements on what, when, and how disclosures and authorizations are sent to applicants. It can seem almost impossible to build a process thatís flexible, compliant, AND easy to manage, but our new functionality will do just that! Building on the foundations of jurisdictional disclo-sures, come learn what more we have planned, share your feedback, and help your clients stay at the cutting edge of disclosures compliance.

Understanding The Jurisdiction Selection Tool: New Features, Tips, and MoreAre you looking to get more out of the jurisdiction select tool? Do you find yourself confused by what the tool does and how it works? Have you taken advantage of the new functionality we've added to this feature in the last year? In this session we do a deep dive into all the specific options of the jurisdiction selection tool to gain a better understanding of how to use it effectively, including taking advantage of our include and exclude functionality, and more!

Jurisdictional Disclosures: States, Counties, and Cities New legislation is being passed constantly at the state, county, and even city level, with new restrictions and requirements on what, when, and how disclosures and authorizations are sent to applicants. Come see what we're building and how you can customize what applicants receive based on where they live, where the job is, or where your clients are based.

Underutilized Features to Help You Become More EfficientWe want to help you be as successful as possibleó and part of that is making your work as easy as possible! We'll show how some of our features you may not be using can help save you time and money, allowing you to process more reports faster and with fewer people. When your company is more efficient and productive, your costs go down, and your overall profits go up. Who doesn't want that?

2:15-3:00 pm

613 (a) Notices: Faster, Flexible ConfigurationsThe interpretation of 613 (a) requirements under the FCRA is always changing, making it hard to keep track of and comply with the FCRA, federal, state, and local laws. We want to provide you with the most flexibility possible, which is why we want your feedback on our upcoming tools for "At the Time" notices. Check out what we have planned, share your thoughts and ideas, and collaborate on how you'd like to use TazWorks software for this area.

Collaboration: Tagging reports and searches What if you could easily add tags to your searches and reports to be able to find and filter for exactly what you need or communicate important information at a glance, such as rush orders, disputes, and more? How would you use this functionality, and how would you like to see it implemented? Tell us your thoughts and use cases so we can build the best tools to fit your needs.

WEDNESDAYDESCRIPTIONS

Integrations: Creating the Biggest Impact on Your Bottom Line Did you know clients who use an integration drive 4x more revenue than those who don't? Join us to take a no-nonsense look at the cost-to-value benefits of being an integration partner for your clients. Come share best practices and see firsthand some of the modeling tools we use to determine economic viability, payback times, and time to profit on an integration deal. Leave feeling equipped to sell and manage integrations more efficiently in your business.

FCRA 607: You Can Run but You Can't HideOne simple phrase has set the stage for litigation every day in the screening industry: "reasonable procedures to assure maximum possible accuracy." This session is for those who want to dive deeper into accuracy under the FCRA, what a CRA's obligations are (tenant and employment) and how it can be applied to the reports compiled and sent out every day. We will also discuss the latest litigation trends related to accuracy that are being brought.

1:30-2:15 pm

What if?Louis Richardson, IBM Chief StorytellerIn a rapidly evolving marketplace, if you're not moving forward, you're backing up. Whenís the last time you stopped to take a step back from business as usual and think about what more you could be doing with your business, or all the what ifs that could happen? IBMís chief storyteller, Louis Richardson, has helped business leaders understand challeng-es and imagine solutions in hundreds of conferences spanning more than 20 coun-triesó and now heís bringing his insights to the world of background screening.

Practical Advice in the Screening Industry: Expert PanelMichael De Janes, J Michael De Janes Esquire LLC Montserrat Miller, Arnall Golden Gregory LLPScott Paler, DeWitt Ross & Stevens S.C. Are you confident about the legal landscape surrounding our industry? Do you have questions, concerns, and worries? Tazworks is thrilled to welcome three of the industry's leading experts to join us in a panel discussion for our second keynote session. Our panelists, moderated by Natalie Mirando, TazWorks Director of Revenue Protection, will be covering the hot topics and burning questions you most want to hear about!

9:00-10:15 am

10:30 am -12:00 pm

Collaboration: Tagging reports and searches What if you could easily add tags to your searches and reports to be able to find and filter for exactly what you need or communicate important information at a glance, such as rush orders, disputes, and more? How would you use this functionality, and how would you like to see it implemented? Tell us your thoughts and use cases so we can build the best tools to fit your needs.

Integrations RoadmapJoin us to take a look into the close, medium, and long-term integration plans at TazWorks, and how what we plan to accomplish will help you fine tune your strategy and benefit your business. In this breakout session, you'll gain an understanding of the prioriti-zation list for integrations in 2018, insight into upcoming technology and how it will impact speed and efficiency, some of the barriers and challenges and how you can help, and how TazWorks' strategy can make you the most productive and competitive CRA possible, help you close deals, and beat the commoditization curve.

3:30-4:15 pm

Geek Speak: The Technology of TazWorksTazWorks is built with and hosted on top of an incredible set of technologies to deliver the most stable, performant, and reliable background screening platform available. Much of the work we do stays behind the scenes and may appear unrelated to delivering more exciting new features, but that's only on the surface. Come learn why you really should care about all that boring technological mumbo-jumbo and how it impacts your day-to-day operations and ultimately yields far greater bottom line results.

Revenue Opportunities You're MissingAre there gaps in your business model that can be remedied simply by using the powerful features TazWorks software has to offer? Find opportunities to maximize and expand your revenue by upselling clients on natural extensions of products they're already using, increasing customer satisfaction and retention with value adds, and lowering competitive threats. Leveraging TazWorks products and features drives incremental revenue for your business while providing increased value and a larger ROI for your clients and prospects.

Capitalizing on Substance Abuse Integrations to Streamline Your ProcessesWe've integrated with several drug screening providers to allow you to streamline your substance abuse processes and earn more revenue. Learn the different options and methods you can take advantage of, including Quest, eScreen, i3screen, and Labcorp. Increase your existing processing efficiency, or open up new sales opportunities with your existing clients if you're not already providing this option to your clients.

Data Management and Retention: Preparing for PurgingYour files are locking according to your settings, copies are snugly settling in to the external archive, andÖ now what? How do you find the information you need? What do you do with your reports? How do you handle disputes on locked files? Whatís going to be deleted when, and how do you prepare? Learn how to confidently manage your your data management and retention settings to fit your companyís and clientís needs.

Collaboration: Tagging reports and searches What if you could easily add tags to your searches and reports to be able to find and filter for exactly what you need or communicate important information at a glance, such as rush orders, disputes, and more? How would you use this functionality, and how would you like to see it implemented? Tell us your thoughts and use cases so we can build the best tools to fit your needs.

Integrations RoadmapJoin us to take a look into the close, medium, and long-term integration plans at TazWorks, and how what we plan to accomplish will help you fine tune your strategy and benefit your business. In this breakout session, you'll gain an understanding of the prioriti-zation list for integrations in 2018, insight into upcoming technology and how it will impact speed and efficiency, some of the barriers and challenges and how you can help, and how TazWorks' strategy can make you the most productive and competitive CRA possible, help you close deals, and beat the commoditization curve.

3:30-4:15 pm

Geek Speak: The Technology of TazWorksTazWorks is built with and hosted on top of an incredible set of technologies to deliver the most stable, performant, and reliable background screening platform available. Much of the work we do stays behind the scenes and may appear unrelated to delivering more exciting new features, but that's only on the surface. Come learn why you really should care about all that boring technological mumbo-jumbo and how it impacts your day-to-day operations and ultimately yields far greater bottom line results.

Revenue Opportunities You're MissingAre there gaps in your business model that can be remedied simply by using the powerful features TazWorks software has to offer? Find opportunities to maximize and expand your revenue by upselling clients on natural extensions of products they're already using, increasing customer satisfaction and retention with value adds, and lowering competitive threats. Leveraging TazWorks products and features drives incremental revenue for your business while providing increased value and a larger ROI for your clients and prospects.

Capitalizing on Substance Abuse Integrations to Streamline Your ProcessesWe've integrated with several drug screening providers to allow you to streamline your substance abuse processes and earn more revenue. Learn the different options and methods you can take advantage of, including Quest, eScreen, i3screen, and Labcorp. Increase your existing processing efficiency, or open up new sales opportunities with your existing clients if you're not already providing this option to your clients.

Data Management and Retention: Preparing for PurgingYour files are locking according to your settings, copies are snugly settling in to the external archive, andÖ now what? How do you find the information you need? What do you do with your reports? How do you handle disputes on locked files? Whatís going to be deleted when, and how do you prepare? Learn how to confidently manage your your data management and retention settings to fit your companyís and clientís needs.

Peter Drucker once said, "knowledge has become the key economic resource and the dominant, if not the only, source of competitive advantage." At TazWorks, we strive to provide world-class tools and resources that give you deeper insights into your business, and help you WOW your clients! Come collaborate with our reporting team as we discuss what we've learned, where we are, and how we can work together to build the future of reporting.

The Past, Present, and (Most Important!) FUTURE of Reporting

Collaborating for Integrations SuccessJoin our integrations team as we discuss and collaborate on how to get you what you need when you need itó and how you can help make this happen! In order to serve you better, we need to align on the foundational principles and processes. Come prepared with your integration processes and questions, and let's discuss how we can prioritize and partner, sell technology solutions, and speed up the integration process.

Join the TazCommunity: Resources for SuccessTazWorks is committed to providing you the resources you need to succeed. Learn how you can gain access to our robust library of guides, be in the know about new updates, give feedback on products we're working on, request custom work, get coaching and consulting services, or just ask questions. And more importantly-tell us how we can help provide you even more collaboration and communication tools to learn and benefit your business.

Criminal and sex offender monitoring allows you to maximize revenue with almost no extra work by upselling a product that is hugely valuable in helping property managers and employers keep their tenants and employees safe. Learn how you can help your clients be more confidence, increase the services you provide and your bottom line, and more with this incredibly simple tool.

2:15-3:00 pm

Criminal Monitoring. Why, How, and When

Trade House Data Filtering OptionsThe landscape of database searches has changed, and the new Trade House Data filters put you in control. Learn how to manage all the database settings like name, date of birth, aliases, recency, and more. The Trade House Data team along with representatives from our preferred providers will make you filter experts to help you get exactly the data you want to fit your client's needs.

Jurisdictional Disclosures: States, Counties, and Cities New legislation is being passed constantly at the state, county, and even city level, with new restrictions and requirements on what, when, and how disclosures and authorizations are sent to applicants. Come see what we're building and how you can customize what applicants receive based on where they live, where the job is, or where your clients are based.

EXECUTIVETEAM

JOEOLSENChief OperatingOfficer

Senior Vice President,of Sales

CARLAKNOLL

Vice President ofMarketing

KAELAGARDNER

SCOTTKIMBALLChief TechnologyOfficer

Vice President ofEngineering

DAVIDTANNER

TOMPILKINGTONVice President ofCustomer Success

Chief FinancialOfficer

AARONEVANS

BARTONTAYLORChief ExecutiveOfficer

Customer ServiceTeam Lead

LARSENPRICE

Customer ServiceRepresentitive

DANIHAWKINS-HEATON

Customer ServiceRepresentitive

ZACHFREITAG

Customer ServiceRepresentive

DANOLYM

ASIMRAJACustomer ServiceTeam Lead

NICKTYDRYSZEWSKICustomer ServiceRepresentitive

MATTHEWMILLARCustomer ServiceRepresentative

TEAMMEMBERS

ASHLEYCASAUSSubject Matter Expert

SOFTWARESUPPORT

KEVINGONZALEZOperations Manager

JAMESPEACOCKSoftware SupportTechnician

ERICROOKSSoftware SupportTechnician

KEVINHANSENSoftware SupportTechnician

TECHNICALSUPPORT

JONATHANJARVISSoftware SupportManager

SHANTELNIELSONTraining and SalesSupport Manager

NATEOíGWINAccount Manager inCustomer Success

AMYSTRATECustomer SuccessManager

SHAUNNIELSENQuality AssuranceSpecialist

TYLERBEAGLEYQuality AssuranceAutomation Engineer

STEPHENDUTTONQuality AssuranceLead

SALES & CUSTOMERSUCCESS

QUALITYASSURANCE

MICHELLELAWSONCustomer ServiceRepresentative

NATALIEMIRANDODirector of RevenueProtection in Compliance

DANICADIFRANCESCO-MITCHELLCompliance Manager

COMPLIANCE

Content MarketingAssociate

SAMANTHALEO

BRIANFILLMOREMarketing Analyst inPublic Relations

MARKETING

TYLERSMITHProject Manager

BENWARNERData Analyst

BUSINESSINTELIGENCE

MIKEHOFFERTLead Front EndDeveloper

EVANMEIDELLFront EndDeveloper

EVANMORRISONFront EndDeveloper

FUCHAIMEADFront EndDeveloper

BILLBROOKSSenior SoftwareEngineer

CHRISTIECOSKYSenior SoftwareEngineer

ERIKNIKLASONSoftware Engineer

TODDPASCHALSenior SoftwareEngineer

JUSTINPECKSenior SoftwareEngineer

CASEYSATTESONSenior SoftwareEngineer

SEANJEFFERIESSenior SoftwareEngineer

BRIANKRAMERSenior SoftwareEngineer

JANEALLAVANWAYSenior SoftwareEngineer

TAYLORMACKERTSenior SoftwareEngineer

TAYLORBASSOSoftware Engineer

CLINTFURSESenior SoftwareEngineer

JAMESVREEKENWeb Designer

ADAMMADISONProject Manager

SOFTWAREDEVELOPMENT

TUGSPONSORS

ROBYNPULSIPHERExecutive Assistant

EDINABEGANOVICExecutive Assistant

KRISTINAFAUVERClerical Specialist

COURTNEYGENGLERAccounting Assistant

Controller

WANELLCHRISTIANSEN

RUSSELLNIELSONIntegrations Specialist

TOMSEABURYIntegrations Specialist

JORDANBLASDELLProject Manager

JACOBESPENSCHEIDIntegrations Specialist

CAMERONWILSONIntegrations Specialist

KENSIEKIRKTraining Manager

INTEGRATIONS

ADMINISTRATIVE

SUPERSTAR

TUGSPONSORS

THANK YOU TO ALL OUR AMAZING SPONSORS!

TUGSPONSORS

NOTES

THANKS FOR JOINING US!