Speakers

Hear from our groundbreaking speakers who will help you shatter boundaries and enhance the future of your contracting

Carey Lohrenz

First Female F-14 Tomcat Fighter Pilot, Aviator, Author, Speaker

Keynote
Limitless Performance: Fearless Leadership and Defying Expectations

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.

Biography:

Carey is a dynamic communicator with an incredible story. As the first female F-14 Tomcat pilot, she was a pioneer in military aviation. Having flown missions worldwide as a combat, mission-ready United States Navy pilot, Carey is uniquely qualified in the fundamentals of winning under pressure, reducing errors, and overcoming obstacles—an embodiment of our LIMITLESS theme. Carey is the author two Wall Street Journal and USA Today bestsellers: “Fearless Leadership: High-Performance Lessons from the Flight Deck” and “Span of Control: What to do When You Are Under Pressure, Overwhelmed and Ready to Get What You Really Want“.

Alla Valente

Senior Research Analyst, Forrester

Keynote
Contracts, Van Halen, and Brown M&Ms: How Your CLM Can Make You a Risk Management Rockstar

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.

Biography:

Alla is a senior analyst at Forrester covering contract management, GRC, third-party risk management (TPRM), and supply chain risk with a special focus on risk management frameworks. With 20 years of B2B marketing experience, Alla helps Forrester clients establish strategy, adopt best practices, and select technology to manage risk, address key regulatory compliance issues, and improve business resilience. Her research also includes ethics and trust in digital transformation, RegTech, and protecting the organization’s brand. Alla holds an BA in English from Hofstra University and has completed the Business Analytics Program at Harvard with distinction.

Mike Haven, President of CLOC and Head of Legal Operations at Intel, white middle aged man wearing grey blazer smiling

Mike Haven

Senior Director, Head of Legal Operations, Intel -- President, Corporate Legal Operations Consortium (CLOC)

Keynote
Smart Handshakes, Clean Breaks, and Data Lakes: A New Frontier for Human Achievement

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.

Biography:

Mike Haven is Senior Director, Associate General Counsel and Head of Legal Operations at Intel Corporation (NASDAQ: INTC), the world’s largest semiconductor chip manufacturer, where he leads strategic operations for the law and policy teams across the global enterprise. On the cutting-edge of legal department management, Mike and his team create, implement and develop some of the industry’s most innovative policies, procedures, and tools for better and more efficient client service. Prior to Intel, Mike served as Senior Director, Associate General Counsel and Head of Legal Operations at Gap Inc. (NYSE: GPS), a Fortune 200 fashion retail powerhouse, where he built the legal operations program from scratch to an advanced stage. Other prior roles have been as Senior Counsel, Legal Operations and Litigation at NetApp, Inc. (NASDAQ: NTAP), a Fortune 500 data management and storage provider, and outside legal counsel to sophisticated businesses and individuals for more than a dozen years, most recently as a partner at Global 100 law firm K&L Gates LLP. Mike also currently serves as President of CLOC, the largest and fastest growing peer association for the legal operations ecosystem.

Dawn Tiura, CEO and President of Sourcing Industry Group (SIG) headshot, blonde woman smiling wearing bright blue blouse and gold hoop earrings

Dawn Tiura

CEO and President, Sourcing Industry Group (SIG)

Keynote
Contract Mastery in a Flock of Black Swans

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.

Biography:

Dawn Tiura is the President and CEO of Sourcing Industry Group (SIG), the world’s premier membership association representing Fortune 500 and Global 1000 companies with a combined spend of $17 trillion USD in sourcing and outsourcing. SIG’s goal is to elevate the strategic impact of these organizations on their company’s top and bottom lines. Dawn is also the President of SIG University, an online and in-person training and education organization that offers certifications in sourcing, governance, risk management and intelligent automation. Dawn has over 30 years of leadership experience, with the past 25 years focused on the sourcing and outsourcing industry.

Shawn Luedde, Sr Manager, Service Contracts and Vetting, CDW, Man with red beard and bright blue tie smiling

Shawn Luedde

Sr. Manager, Service Contracts and Vetting, CDW

Case Study Session
Going Global with a Modern Contract System

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.

Biography:

Shawn Luedde is the Sr. Manager, Service Contracts and Vetting. Shawn’s teams own several contracting processes including Master Agreements, SOWs, and Vetting of all transactional contracts. Shawn has worked with Agiloft from its selection through its integration at CDW and now manages the business-side of integrations while helping support over 6,000 Agiloft users and over 100 unique contracting workflows.

Sally Guyer

Global CEO, World Commerce & Contracting

Keynote
Unchained! An End to “Preventism”

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 distant) future! ‘

Biography:

Having completed her law degree in London, Sally was drawn to the dynamic world of start-ups. Commercial Management was a field in demand, and she found herself in a series of fast-growth telecoms firms where she learnt by doing. In the early 2000s, her company flourished, in part through the strong link she had with the Association. In 2014, she was invited to join World Commerce & Contracting as a part-time contractor, leading its activities in Europe… a year later she found herself working full-time as COO, charged with bringing structure and discipline to the fast-growing and entrepreneurial association. The rest, as they say, is history.

Lauryn Haake

Founder and President, Qualitas

Keynote
The 5 People You Need for CLM Mastery

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.

Biography:

Lauryn is the founder and President of Qualitas Consulting Group, a woman-owned full-service consulting firm specializing in contract lifecycle management, enterprise legal management and business process. She has over 20 years’ experience in legal department operations, project management, technology implementations and management consulting. Lauryn’s ability to take messy problems and transform them into elegant solutions earned her recognition as one of Consulting Magazine’s Women Leaders in Technology Consulting. Lauryn has a bachelor’s degree in Finance and a master’s degree in Management and Management Information Systems. She resides in Overland Park, Kansas with her family.

Pierre Mitchell

Chief Research Officer and Managing Director, Spend Matters

Keynote
The Perfect CLM Marriage: 5 Traits You Should Know to Find (and Keep) the One

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.  

Biography:

Pierre leads procurement research and IP development at Spend Matters, and is the chief architect of the firm’s industry leading SolutionMapSM framework. He has 30 years of industry, advisory, and research experience and is a recognized digital procurement transformation expert specializing in advanced supply processes, practices, metrics, and enabling digital tools and services. Previously, Pierre led procurement research at The Hackett Group, and also coined the term “guided buying” in his role as the industry’s first procurement technology market analyst at AMR Research (now part of Gartner Group).

Samantha Sharbaan

Samantha Sharbaan

Global Legal Operations Analyst, BISSELL

Case Study Session
Building Guardrails on the Highway to Safe and Efficient CLM Operations

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.

Biography:

Samantha Sharbaan, MBA is the Global Legal Operations Analyst with BISSELL Homecare, Inc. She has over 10 years in the legal field working in both private practice and in-house in a variety of roles including legal assistant, paralegal, and projects. Her primary role entails making the legal contracts request and approval process as seamless as possible for our Associates. She is a wife and mother of two, a 14 year old son and a 10 year old daughter. Because of them, her life’s mantra is “I do not know the word ‘quit.’ Either I never did, or I have abolished it.” Susan Butcher, sled dog racer.

Heather Drouin

Heather Drouin

Attorney, BISSELL

Case Study Session
Building Guardrails on the Highway to Safe and Efficient CLM Operations

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.

Biography:

Heather Drouin is an attorney with BISSELL Homecare, Inc. She has over 20 years of experience split evenly between private practice and in-house. She enjoys using her experience with litigation to help others avoid risk and conflict by addressing issues before real problems arise. She’s inspired daily by her husband (who also works for BISSELL) and her 10 year old son. There is no one that can make you a better, more patient, more careful, more detailed attorney than a 10 year old boy!

Allison DiBona

Allison DiBona

Senior Contracts Manager, Alkermes, Inc.

Breakout Legal
Boosting CLM Engagement to Empower Legal and Reduce Contracting Risk

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.

Biography:

Allison is a Senior Contracts Manager at Alkermes, Inc., a global biopharmaceutical company, covering a wide range of contracting needs for the commercial, clinical and research functions. Additionally, Allison leads systems and technology initiatives for the Alkermes Legal department. With 15 years of experience supporting mid- to large-sized legal departments with their operational needs, Allison has delivered multiple new systems successfully by understanding the needs of the Legal department and their internal clients and business stakeholders, to improve efficiencies and support Legal being a business enabling function.

Tony Stewart

Chief Legal and Privacy Officer, ParkMobile

Breakout Sales
Enforcing Enterprise Contract Processes to Combat Revenue Leakage

Every day, 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. 

Biography:

Tony Stewart is ParkMobile’s Chief Legal and Privacy Officer. Tony serves on ParkMobile’s executive team and oversees the company’s legal affairs throughout North America, including corporate and regulatory compliance, corporate governance, global security and privacy, intellectual property, labor and employment law, and litigation. In 2019, Tony was named a Fellow of Information Privacy by the International Association of Privacy Professionals – the first private-practice attorney in Georgia to receive the designation. He also received the ACQ5 Global Award for US – Data Privacy & Security Lawyer of the Year in 2019. Earlier in his career, Tony was a licensed emergency medical technician (EMT). During law school, he worked as a supervisor at Emory EMS and was appointed for a one-year term as the Chief of Planning & Development. Tony earned his doctor of law from Emory University School of Law and is an active member of the State Bar of Georgia.

Danielle Kaplan

Associate Counsel, ParkMobile

Breakout Sales
Enforcing Enterprise Contract Processes to Combat Revenue Leakage 

Every day, 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. 

Biography:

Danielle Kaplan acts as Association Counsel at ParkMobile, where she supports Tony Stewart in his role as Chief Legal and Privacy Officer. ParkMobile, which is headquartered in Atlanta, Ga., is a software solution that allows users to pay for parking on their mobile device. At ParkMobile, Danielle focuses her practice on data security and privacy, general contract law, intellectual property, and corporate governance. Danielle considers herself a generalist, with previous legal experience in areas as varied as real estate, transportation and logistics, and family law. She graduated with honors from the Emory University School of Law in 2016 and is an active member of the State Bar of Georgia.

Jim Misterman

VP of Customer Strategy, Mainspring

Breakout Procurement
How Procurement Takes Back Control of Contracting

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.   

Biography:

Jim leads clients in finding user-centric solutions to contract management challenges. He supports clients in evaluating technologies, building actionable roadmaps, and designing realistic approaches to implementations. As the technology landscape transforms to more AI-driven solutions, he ensures that Mainspring’s customers are prepared to benefit. James has been in a consulting role for 12 years since transitioning from an in-house contracting role at a major biopharmaceutical company. When not with clients, James spends his time learning the latest trends from his two children.

Dale Burkett

Enterprise Sales Director, Mainspring

Breakout Procurement
How Procurement Takes Back Control of Contracting

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.   

Biography:

Dale Burkett is an Enterprise Sales Director, NA CLM Best Practices Consultant and Subject Matter Experts. He has been with Mainspring Consulting Group (MCG) for two years and has 20+, Years of experience delivering value for customers by improving business processes through ERP, CLM, Supply Chain, and Procurement Platforms. Dale’s procurement experience spans sales leadership positions at Oracle, SAP, Zycus, and Ariba. Additionally, Dale was instrumental in Mainspring’s Services Relationship for Agiloft CLM Customers at P&G, Alliant Energy, Apellis, Churchill Downs, PRA Group, and Cook Medical.

Mary Jummati

Managing Director, Morae Global

Breakout Sales
The Dynamic Duo: Pairing Sales and Legal to Supercharge your Contracting

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. 

Biography:

Mary is a strategic advisor with over 25 years of experience assisting global organizations in transforming how legal work is done, with a focus on helping corporate legal departments shift from mere cost centers to becoming valued partners of the business. Typical client engagements involve her working closely with both legal and business executives to assess and re-envision their approach to legal service delivery. Prior to joining Morae, she held positions at UnitedLex, Huron Consulting Group, West Monroe Partners, and Baker McKenzie. Through the course of her career, she has amassed extensive experience in the delivery of multiple matter management, e-billing, document management and contract management solutions for large corporate legal departments.

Matthew Latham

Purchasing Manager, Amerisure

Breakout Procurement
Procurement’s Final Frontier: Reaching the Summit with Post-Execution CLM

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. 

Biography:

Matthew Latham is the Purchasing Manager at Amerisure Insurance, where he works closely with all departments on contract negotiation and full vendor lifecycle management. He has been with Amerisure for 5 years in this capacity and in purchasing for over 25 years, throughout which he has led full purchasing transformations with demonstrated success overseeing long-term vendor relationships. Mr. Latham holds a Bachelor of Science from the University of Michigan and a Master of Business Administration in Supply Chain Management from Walsh College, where he spent 10+ years teaching at the Master’s level.

Pepe Toriello

Director of Sales & Strategic Partnerships, Koho Software

Breakout Procurement
Contract Heroes LIVE Podcast: How to Speed Up and Scale Up Procurement with Agile Contracting User  

Join us for a LIVE Contract Heroes Podcast interview with Agiloft Chief Product Officer Andy Wishart, when they will dive into a deep discussion on procurement contracting. Specifically, they will cover how organizations are utilizing cutting edge contracting practices to become more nimble in the face of supply chain disruptions and economic uncertainty, while scaling up and speeding up their buy-side operations simultaneously.

Biography:

Pepe Toriello advises corporate legal teams and law firms to innovate their operations by implementing CLM software and workflow automation. His speaking engagements have focused on legal innovation, and he co-hosts the Contract Heroes podcast. He is also a member of the global council of World Commerce & Contracting. He has a law degree from ITAM (Mexico), and a master’s in law and business from Northwestern University.

Marc Doucette

CEO, Koho Consulting

Breakout Procurement
Contract Heroes LIVE Podcast: How to Speed Up and Scale Up Procurement with Agile Contracting 

Join us for a LIVE Contract Heroes Podcast interview with Agiloft Chief Product Officer Andy Wishart, when they will dive into a deep discussion on procurement contracting. Specifically, they will cover how organizations are utilizing cutting edge contracting practices to become more nimble in the face of supply chain disruptions and economic uncertainty, while scaling up and speeding up their buy-side operations simultaneously. 

Biography:

Marc is the founder and CEO of Koho Consulting, a firm who partners with organizations to implement business process automation and Contract Lifecyle Management platforms, while also providing ongoing managed services to their customers. He is also the co-host of The Contract Heroes podcast, which highlights his and other industry experts recommendations and suggested best practices pertaining to contract management. Over the past 5 years Marc and Koho have completed 150+ successful implementations leading to his team being recognized as one of Agiloft’s premier service partners.

Casey Flaherty

Co-Founder & Chief Strategy Officer at LexFusion

Breakout Legal
Otters on a Plane Using WiFi: LexFusion 2022 Legal Market in Review

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.

Biography:

Casey Flaherty is Chief Strategy Officer at LexFusion where he helps accelerate legal innovation. Casey is a legaltech founder and has been a BigLaw litigator, in-house counsel, legal operations consultant, and law firm executive. He is an expert in the shifting dynamics of the legal market, legal technology, and the design of legal services to meet business needs at scale and pace.

Michael Stevens

Managing Director, Kroll

Breakout Sales
DIY Deals: How to Automate and Accelerate Sales with Self-Service Contracting

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.

Biography:

Michael has over 30 years of experience helping clients improve their contracting processes and automation, including integrating CLM systems with sales, procurement, financial management, and other key business applications. Michael’s clients include Fortune 100 companies in every major industry, including high-tech, healthcare, financial, consumer product, and energy. Michael leads Kroll’s global Contract Management practice.

Michael Adsitt

Director, Information Management and Governance, Kroll

Breakout Sales
DIY Deals: How to Automate and Accelerate Sales with Self-Service Contracting

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.

Biography:

Michael has held technical leadership positions at leading aerospace and consumer product companies driving optimization of contract management, information security, and many other critical functions. For the last 10 years, Michael has been helping clients optimize legal and contracting processes and automation, integrate them with company-wide business processes, and achieve risk and financial management goals.

Lewis Bretts

Managing Director, United States, LOD + Syke

Roundtable
Finding Your North Star: Aligning Your Team to Leverage the Full Power of CLM

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.

Biography:

Lewis is a former lawyer and a leading expert in legal operations, technology and deployment strategy. He has led consultancy projects and technology deployments for large, and complex, global organisations such as Capita, Amadeus, and Unilever. As US Managing Director, Lewis is responsible for running LOD + SYKE’s US business having previously been Chief Legal Engineer and COO at SYKE. Lewis oversees the delivery of all our projects and is responsible for ensuring we meet the needs of our clients. Lewis joined SYKE from practice at the Commercial Bar where he specialised in information and technology. He was appointed to Attorney General’s panel of counsel in 2018 and acted for central government, large corporates and major retailers.

Carol Prior

Senior Consultant, Project Manager, SaaSam Group

Roundtable
Playing in the Right Key: How to Orchestrate Disparate Teams and Systems to Create a Beautiful Melody within CLM 

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.

Biography:

An information management veteran and all-around implementation expert, Carol Prior has worked in-and-around the industry doing everything from consultancies to design and development, to larger scale project management. Based in sunny Sydney, Carol exemplifies the can-do attitude of the SaaSam Group by consistently and creatively tackling every kind of Contract Lifecycle Management problem that comes her away from sectors as diverse as government, private industry, finance, and business. Bringing her thirty-five years of info tech experience and her never-ending well of passion and enthusiasm, Carol is delighted to be a part of the Agiloft Summit 2023 speaker line-up.

Heather McEwen

Founder, SaaSam

Roundtable
What Upgrading Agiloft Legacy Instances Teaches Us About People and Technology

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. 

Biography:

With over thirty-five years as a successful businesswoman and entrepreneur in the Information Technology space, it is no boast to say that Heather McEwen might know what she’s talking about. From working as a self-employed contractor to starting up numerous businesses (including SaaSam, where she currently works as the Managing Director) to working alongside computer and IT specialists from around the world, Heather has shown time and time again a willingness to work hard in every sector and at every level to make sure her companies and partners have the best chance of success. Heather also works hard for equality in business, with her focus being on elevating and empowering women in the IT sector to achieve their goals in a (currently) male-dominated space

Melendy Butler

Contracts Coordinator and Special Projects Coordinator, Fagen Friedman & Fulfrost LLP

Roundtable
CLM Self Care: How to Get the Most Out of Your Role as an Agiloft Power User 

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

Biography:

For 19 years, Melendy has garnered experience as an administrative professional with a deeply rooted process development acumen. For the last five years her niche has been in contract life-cycle management where her proven strategies have brought clarity and engagement to process and workflow strategies.

Gerhard Roux

Director, Adaptive Dynamics

Roundtable
How to Harvest Actionable Intelligence from CLM to Enable Sweet Success Across the Business 

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. 

Biography:

Gerhard is responsible for the business development and marketing functions at Adaptive Dynamics. Adaptive is a digital workflow enablement consultancy that helps customers digitally transform their IT Service and Contract Lifecycle Management capabilities through the application of no-code platforms. Gerhard holds a Master’s Degree and specialised in Digital strategy as a competitive differentiator for businesses to transform their offerings and internal capabilities.

Tee Cain

Senior Manager, Contracts, Enlighted

Roundtable
CLM Self Care: How to Get the Most Out of Your Role as an Agiloft Power User  

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. 

Biography:

Tamondria (Tee) Cain serves as the Contracts Manager for Enlighted Inc. a Siemens-owned company that creates positive transformation wherever space, people, and work meet. In this role, Tee is responsible for overseeing implementation processes, operations, strategy and compliance across the growing organization. Tee joined Enlighted in 2021 after a 20-year career in the oil and gas industry, working extensively with offshore drilling Fortune 500 companies. Tee has extensive experience in the contracts management field, having spent several years in contracts leadership positions with roles in legal, business development and supply chain.

Stay tuned as we announce more groundbreaking speakers soon!

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