Join thought-provoking sessions on industry trends, best practices, and technology from top industry analysts, thought leaders, and Agiloft executives.
Tuesday
7:00 a.m.-9:00 p.m.
Registration
7:30-9:00 a.m.
UniversityLIVE Breakfast
9:00 a.m.-4:00 p.m.
Agiloft UniversityLIVE
6:00 -9:00 p.m.
Welcome Reception
9:00-11:00 p.m.
After Hours
Wednesday
7:00 a.m.-9:00 p.m.
Registration
7:00-8:15 a.m.
Breakfast
8:30 a.m.-5:40 p.m.
Agiloft Summit
6:30-7:30 p.m.
The Orange Bar Reception
7:30-9:30 p.m.
The Orange Awards Dinner
9:30-11:30 p.m.
After Hours
Thursday
7:00 a.m. -12:00 p.m.
Registration
7:00-8:15 a.m.
Breakfast & Roundtables
8:30 a.m.-12:00 p.m.
Agiloft Summit
12:00 p.m.
Grab-and-Go Lunch
Monday
4:00 p.m.
Please join us for registration outside Agave Hall until 9:00 p.m.
Tuesday
6:00 p.m.
Join us in the Partner Pavilion
Wednesday
8:40 a.m.
Keynote
Eric Laughlin
CEO
Agiloft
9:05 a.m.
The theme of the Agiloft Summit is Limitless. It’s all about delivering breakthrough performance. Who better crystalizes this spirit than Carey, the first female F-14 Tomcat fighter in the US Navy. In demand worldwide, Carey taps into lessons from her experience in fast-moving, dynamic environments where inconsistent execution can generate catastrophic results. You’ll walk away benefiting from her mastery of these fundamentals to help your team triumph in this high-risk, time-crunched world and shatter expectations for what’s possible.
Keynote
Carey Lohrenz
First Female F-14 Tomcat Fighter Pilot, Aviator, Author, Speaker
9:35 a.m.
Agiloft’s Chief Product Officer Andy Wishart will share his product vision for 2023 and beyond.
Andy Wishart
Chief Product Officer
Agiloft
10:05 a.m.
Dedicated time to connect with other thought leaders and experts in the CLM industry.
10:35 a.m.
From building ancient aqueducts to setting foot on the moon to developing life-saving vaccines in record time, the possibilities of human achievement seem limitless. Innovations like these can transform entire societies and change the course of history in profound ways. Likewise, innovation in legal has the potential to enrich the lives of people and businesses across the globe. This session will explore the evolution of smart contracting, and how innovation in this space can and will make the world a better place for everyone.
Keynote
Mike Haven
Head of Legal Operations
Intel Corporation
President
Corporate Legal Operations Consortium (CLOC)
11:05 a.m.
Like highways, contracts often take many twists and turns, leaving the driver confused how to proceed. Luckily, there are guardrails available to help steer you in the right path and avoid catastrophe. In this session, attendees will learn about how contract automation enabled BISSELL to increase transparency and efficiencies to boost revenue, mitigate risk, and guard against compliance failures with an agile system that moves to the speed of business and quickly responds to ever-changing regulations.
Case Study
Samantha Sharbaan
Global Legal Operations Analyst
BISSELL
Heather Drouin
Attorney
BISSELL
11:35 a.m.
Though legally binding, contracts are often dismissed as transactional documents clarifying the who, what, when, and for how much. Yet some risks are either beyond the terms of your contracts, outside your control, or deeply embedded in your contract data. In the 1980’s, one rock band found a headline-making way to leverage contracts to identify and mitigate risk on a much bigger stage, and you can too! This keynote will help you take the use of your CLM to the next level to become a legal/procurement rockstar.
Keynote
Alla Valente
Senior Analyst
Forrester
12:10 p.m.
Break to grab a bite to eat and fuel up for an afternoon packed with quality content.
1:00 p.m.
Fast-paced discussion with Agiloft customers on how they are unleashing the power of CLM and best practices for continually adapting Agiloft CLM to thrive in an uncertain business future.
Lightning Round
Moderated By: Andy Wishart
Chief Product Officer, CLM Futurist
Agiloft
Rob Trimble
Sr. Project Manager
Lifepoint Health
Christy Schumacher
Sr. Manager, Consultant
Qualitas
Courtney Hexman
Manager, Legal & Compliance Operations
Hagerty Insurance
Kami Paulsen
Managing Director
Elevate
1:40 p.m.
A CLM without dedicated users is like Vegas with no casinos – an empty desert of lost opportunities. Attendees of this session will learn the types of user engagements that proved effective in Alkermes’ swift company-wide adoption of Agiloft, empowering users to contribute to system enhancements as well as create an effective approach for implementing new features to support continuous system improvements. You will hear what worked, what didn’t, and how this legal team continues to drive CLM innovation with direct user engagement.
Breakout
Legal
Allison DiBona
Senior Contracts Manager
Alkermes
Everyday, companies across the globe lose revenue slowly due to inefficient business processes, like a constant drip from a leaky faucet. In fact, World Commerce and Contracting says poor contracting costs companies up to 9% of their annual revenue. In this session, attendees will learn how ParkMobile leveraged powerful CLM tools like a Clause Library, automated notifications, and custom email templates to enforce company-wide contract policies, protect IP, and ensure corporate governance while accelerating sales and plugging revenue leaks across the enterprise.
Breakout
Sales
Tony Stewart
Chief Legal & Privacy Officer
ParkMobile
Danielle Kaplan
ParkMobile
While procurement teams are firmly focused on pricing, service levels, and cutting costs, legal is often focused on risk reduction—putting the two at odds when it comes to contract efficiency. Join this session to learn how some of the world’s leading procurement teams are taking back control of their contracting destiny using CLM as the catalyst, enabling a new era where legal and procurement can work in parallel and move together at the speed of today’s business.
Breakout
Procurement
Dale Burkett
Enterprise Sales Director
Mainspring Consulting Group
James Misterman
VP of Customer Strategy
Mainspring Consulting Group
2:35 p.m.
Join us for a LIVE Contract Heroes Podcast interview, where hosts Pepe Toriello and Marc Doucette will dive into a deep discussion on procurement contracting. Specifically, they will cover how organizations are utilizing cutting edge contracting practices to become nimbler in the face of supply chain disruptions and economic uncertainty, while scaling up and speeding up their buy-side operations simultaneously.
Breakout
Procurement
Pepe Toriello
Director of Sales and Strategic Partnerships
Koho Consulting
Marc Doucette
CEO
Koho Consulting
Sales teams have long endured sluggish and cumbersome contract processes. But at what cost? What if sales was in control of its own contracting destiny, armed with pre-approved language from legal? In this session, you will learn how to automate and accelerate your sales pipeline with the power of self-service contracting to prevent lost or poorly negotiated deals that leave money on the table. Also, you’ll see how to automate global business practices, alleviate bottlenecks, and reduce risk with standardized language and protocols.
Breakout
Sales
Michael Stevens
Managing Director
Kroll
Michael Adsitt
Director, Information Management and Governance
Kroll
With an expanding business and an eye towards increased competitiveness, LSG Sky Chefs desired a more agile and efficient contracting process. However, in a fast-paced business world, who should take charge to bring in new technology? In this session, attendees will learn how the Legal department at LSG Sky Chefs served as the jumping off point for a new contract management system, the strategy behind their phased implementation, how they secured stakeholder approval, and how they plan to roll out Agiloft CLM to various departments across the enterprise
Breakout
Legal
Travis Reed
Associate Attorney
LSG Sky Chefs
3:30 p.m.
Managing contracts can be a little like climbing an icy ridge where one misstep can be disastrous. CLM helps in this endeavor, but dynamic repository, standardized templates, and e-signatures only get you so far in your journey to the summit. What about post signature? Find solid footing in this session, where you will learn how obligations management, time- and event-based tasks and checklists, and vendor score cards come together to help procurement teams further reduce costs and risk while improving vendor relationships in the process.
Breakout
Procurement
Matthew Latham
Purchasing Manager
Amerisure Insurance
While an unlikely pairing, Sales and Legal are two very different departments working towards the same business objectives. While Sales needs contracts to move quickly to generate revenue, Legal needs to work diligently to protect the business from unnecessary risk and compliance failures. In this presentation you’ll learn how aligning the two with seamless connections, explicit owners and approvers, and streamlined workflows can supercharge your contracting operations and take your business to the next level.
Breakout
Sales
Mary Jummati
Managing Director
Morae Global
Two months ago, if you prompted an AI-art generator to generate depictions of an “otter on a plane using wifi,” you were rewarded with nonsense. A month later, it could take the same prompt and render, in seconds, multiple detailed drawings. Imagine what our new year will bring. In this session, Casey Flaherty will share insights from LexFusion’s second-annual Legal Market Year in Review and discuss key challenges of legal departments today and how to best approach change in a world where technology advances overnight.
Breakout
Legal
Casey Flaherty
Co-Founder and Chief Strategy Officer
LexFusion
4:15 p.m.
Dedicated time to connect with other thought leaders and experts in the CLM industry.
4:30 p.m.
The road to mastering CLM in your company can take many turns. While great technology is essential, it takes certain people to navigate those turns and make your journey a successful one. This session will provide insights into the 5 types of people that your organization must have to achieve that perfect combination of impactful people, streamlined processes and killer technology.
Keynote
Lauryn Haake
Founder and President
Qualitas Consulting Group
5:05 p.m.
Some of the brightest minds in CLM discuss their perspectives on encouraging CLM adoption and change management in the enterprise.
Lightning Round
Moderated by: Steve McKean
Vice President of Global Alliances
Agiloft
Rebecca Thorkildsen
Managing Director, Legal Business Services
Deloitte
Amy Good
Director, Strategic Alliances and Client Development
HBR
Michael Callier
Vice President, Global Head of Consulting
Factor Law
Emma Spektor
Principal, Technology and Transformation for Law
Ernst & Young
5:40 p.m.
Dedicated time to connect with other thought leaders and experts in the CLM industry.
6:30 p.m.
Enjoy a drink while conversing with other industry professionals.
7:30 p.m.
The Orange Awards are Agiloft’s opportunity to acknowledge our customers’ excellence with a formal dinner.
Thursday
7:30 a.m.
For one agricultural value chain provider, doing things the way they’ve always been done meant a completely paper-based contracting system. In this roundtable, attendees will discuss the business impact of a complete digital transformation and key lessons to help leverage the power of CLM and provide actionable data to solve complex supply chain issues.
Roundtable
Gerhard Roux
Director
Adaptive Dynamics
A business is like an orchestra, with many individuals working together to create a common sound. But like music, companies have to make sure they are aligned and playing in the same key. In this roundtable conversation, attendees will learn how to use Aglioft to consolidate different systems into a single platform and will discuss the custom and specialized configurations needed to harmonize your systems with CLM.
Roundtable
Carol Prior
Senior Consultant, Project Manager and Asia Pacific Client Account Manager
SaaSam Group
Agiloft is built for change: we upgrade, we adjust, we patch, we create new features. That’s why IT is such an exciting space—we’re always moving forward, and we’re always bringing the future to people. But what if people are resistant to change? In this roundtable, learn the comic highs and tragic lows of upgrading legacy platforms, how to navigate conflicting goals and attitudes, and how to overcome unexpected speedbumps to get the most out of Agiloft.
Roundtable
Heather McEwen
Founder, Chair
SaaSam Group
Managing a CLM system comes with a bit of a learning curve, and sometimes, lessons can be learned the hard way. Learn from an experienced Agiloft Power User the strategies for creating the best infrastructure, the dos and don’ts of a Power User, and what you need to bring to the table to succeed with your Agiloft CLM system.
Roundtable
Melendy Butler
Special Projects Coordinator
Fagen Friedman & Fulfrost LLP
What happens when two companies are acquired, and contracts are merged without a dedicated contracts system? Chaos ensues. Join this discussion to learn how an emerging tech start up went from chaotic, disheveled, and disorganized to a focused and thriving team and how you can build unity with your disparate teams using a flexible CLM tool.
Roundtable
Tee Cain
Contracts Manager
Enlighted Inc.
A successful CLM implementation has the power to transform your business. However, it’s easy for implementation to drift without a clearly delineated set of objectives and metrics from the outset. In this roundtable, Lewis will share how to avoid common challenges and pitfalls with CLM implementations and attendees will discuss how to ensure success from kick off through go live to phase two, three, and beyond.
Roundtable
Lewis Bretts
Managing Director, United States
LOD + Syke
8:30 a.m.
A black swan is an unlikely and surprising event that has a massive, rippling event on the world. And for sure, in recent years, the flock of black swans from COVID to the invasion of Ukraine has sent shock waves through companies worldwide. And yet, some have fared better than others because of their commitment to foresight and agility in their ability to manage contracts and adjust quickly mid-flight. In this session, Dawn Tiura, CEO and President of Sourcing Industry Group, shares best practices from world-leading corporations on how they have prepared for the seemingly unseen and helped their companies survive, thrive, and prosper no matter what black swan comes their way.
Keynote
Dawn Tiura
CEO and President
Sourcing Industry Group (SIG)
9:05 a.m.
Measuring the success of your CLM does not stop after its launch. In today’s global economy, business needs continuously change and your CLM must nimbly accommodate those demands to ensure user buy-in and high utilization beyond borders. Whether as part of a project plan or through business growth, integration of business segments and processes into your CLM is essential for successful global expansion. Widening your CLM’s reach can maximize the benefits of its intended use but also comes with many challenges. In this discussion, CDW Senior Manager, Contract Operations, Shawn Luedde, will share CDW’s approach to global, enterprise expansion of the Agiloft, their path to success, and how to avoid potential pitfalls.
Case Study
Shawn Luedde
Sr Manager, Service Contracts and Vetting
CDW
9:35 a.m.
Dedicated time to connect with other thought leaders and experts in the CLM industry.
10:00 a.m.
Contracts are the lifeblood of your supplier relationships, so when you’re evaluating the tool to house and maintain your precious agreements, you want to be sure it’s ready for the long haul. If you know the key buy-side requirements to assess a CLM system and can avoid “toxic” traits that can derail CLM relationships, you too can find (and keep) “the one.” In this talk, Spend Matters’ Pierre Mitchell will explain the 5 traits needed to create a happy CLM relationship and offer actionable ways to keep you and your CLM close into your business’ golden years.
Keynote
Pierre Mitchell
Chief Research Officer and Managing Director
Spend Matters
10:30 a.m.
Research shows that the contracting community – lawyers, procurement, contract management – see their value in protecting the business from failure. The problem is that this is seen by others as negative, stifling opportunities. “Modern economies are held together by innumerable contracts,” so said the Nobel Prize Awarding Committee. A disrupted world needs disrupted contracting. The old truths, beliefs, and prejudices must all be challenged. We need new forms of control, fresh attitudes to risk, and an end to “preventism”. Technology gives us that opportunity for change. It opens our world to exciting possibilities – not least in how we reimagine the form of contracts and the value from contracting. Join me on a journey to the (not so distant) future
Keynote
Sally Guyer
Global CEO
World Commerce & Contracting
11:10 a.m.
Powerhouse panel of contract management thought leaders reveal the number one thing they are focused on in the year ahead.
Lightning Round
Moderated By: Casey Flaherty
Co-Founder & Chief Strategy Officer
LexFusion
Alla Valente
Senior Analyst
Forrester
Pierre Mitchell
Chief Research Officer and Managing Director
Spend Matters
Dawn Tiura
CEO and President
Sourcing Industry Group (SIG)
Mike Haven
Head of Legal Operations
Intel
President
Corporate Legal Operations Consortium (CLOC)
Sally Guyer
Global CEO
World Commerce & Contracting
11:40 a.m.
Agiloft CEO Eric Laughlin will reflect back on the conference and provide his closing remarks.
12:00 p.m.
Grab-and-go boxed lunch.
This 3-day event will shatter expectations of what contract lifecycle management can do to enhance the future of your operations.
