Agenda

Early bird gets the cert... Check in, grab your materials, and get ready to put your Malbek knowledge to the test.

New to Malbek or looking to solidify your foundation?

Admin Foundation is your launchpad. In this hands-on course, you’ll learn how to build and manage the core components of Malbek CLM. From templates and workflows to clauses and reporting, walk away with a stronger understanding of how the system works and an official certification that validates your skills and boosts your career.

- Understand the core building blocks of Malbek CLM
- Create and manage templates, workflows, and clauses with confidence
- Earn your Admin Foundation Certification to showcase your expertise

Ready to take your admin game to the next level? 

This prep class is designed for experienced admins who want to prove they can handle data mastery use cases. Dive deep into reporting, automation, amendments, and enterprise-grade configuration. Put your knowledge to the test and level up as a true power user in the Malbek community.

- Explore advanced data use cases
- Learn how to configure Malbek for large-scale, enterprise-level needs
- Distinguish yourself with Malbek's Data Architect Certification

Recharge over a great meal, swap notes from the morning, and gear up for your certification exam. Take a grad photo and share your new cert and cert swag on LinkedIn!

This is your moment. Sit for your official Malbek certification exam — Foundations or Advanced — and walk into the rest of Envision with a new credential (+ some special swag) and zero limits on what comes next.

Check in, pick up your badge, and start getting your bearings at Hotel Van Zandt before the night kicks off at Geraldine's!

Before the week really gets going, pull up a seat for something a little different!

Limitless Live is an unfiltered panel discussion with Malbek's executive team — part vision talk, part Q&A, all energy. Get a sneak peek at what's coming during this week's keynotes, what's on the horizon for the rest of the year, and ask the questions you actually want answered. Think of it as the pre-game before an unforgettable week.

Join us on the main stage for a reception packed with live music, great food, and the kind of energy that only happens when the whole Malbek community is in one room. Come ready to connect, celebrate, and set the tone for an unforgettable week.

As part of Malbek's Leave It Better™ program — our commitment to giving back to the communities we show up in — we're welcoming some very special guests to the party. Local rescue dogs from an Austin animal shelter will be joining us for Yapper Hour, and every single one of them is available for adoption. Can't take one home? No worries — Malbek will be making a donation to the shelter on behalf of the Envision community. Come for the reception, stay for the puppies, and leave Austin a little better than you found it.

Head up to the 2nd floor where you grabbed your badge! Fuel up and connect before the day kicks off. Grab a plate, find your people, and start the morning conversations that carry into the sessions ahead.

Rolling out CLM globally is one of the most complex challenges a team can face. Join Elevate for an intimate roundtable on what it really takes to execute a successful global CLM deployment — from stakeholder alignment across time zones and cultures to managing regional nuance and driving adoption at scale. Space is limited.

Roundtable Sponsor: Elevate

What does it take to push past the impossible? Few people know better than Mike Massimino — two-time Space Shuttle veteran, NASA astronaut, Columbia University professor, and New York Times bestselling author. Massimino will open Envision 2026 with a keynote drawn from the edge of human achievement, helping contract and procurement leaders think bigger, embrace uncertainty, and build organizations ready for whatever comes next.

Following the keynote, all attendees will receive a complimentary copy of his bestseller Moonshot and have the opportunity to meet Massimino at an exclusive book signing.

The future of Malbek is here and it's bigger than you think. Malbek CEO Hemanth Puttaswamy and Malbek Head of Product Mike Niemann take the main stage to pull back the curtain on what the team has been building, where the platform is headed, and what it all means for your organization in 2027 and beyond. Expect product announcements, sneak peeks, and a vision for contract intelligence that will change how you think about what's possible.

Take a real break. Recharge over a great meal, swap notes from the morning, and gear up for an equally packed afternoon.

What does it look like to modernize contract management across a large, complex institution? Hear directly from leaders who did it and how they navigated stakeholders, legacy processes, and the unique demands of higher education to build a CLM program that scaled.

Hear directly from Epiq — one of Envision's Gold sponsors — as they share how they're pushing the boundaries of what's possible in CLM. Details coming soon.

Walk through everything that's new in M4W 2.0, from the interface improvements to the expanded capabilities that make contract creation faster and smarter. Whether you're already a daily M4W user or just beginning to explore the transition, you'll leave with a clear understanding of what's different, what's better, and how to make the most of the new experience from a customer already seeing success.

Hear how one organization tackled the challenge of decentralized procurement head-on — centralizing their CLM approach, aligning stakeholders, and building a foundation that scales. Real lessons, real results.

Join us for a practical session on building and managing a scalable CLM program. See how one customer has developed intelligent templates, leveraged formulas and conditional logic to automate contract creation, and determined which agreements are best suited for self-service versus legal review. You'll also learn how they've organized their template library, simplified complex business terms, and connected templates to upstream business processes to create a seamless contracting experience. Whether you're implementing Malbek for the first time or looking to optimize an existing deployment, you'll leave with practical strategies and proven best practices you can apply immediately.

This session shows you how to eliminate the gap between Malbek and Salesforce — building a seamless connection between CLM and CRM that gives your teams a single source of commercial truth. Hear from a customer who has done it and leave with a practical blueprint.

Step away from the sessions, grab a bite, and keep the energy going. Some of the best conversations at Envision happen in the hallways — this is your time.

Join Malbek's Product Team for a small, hands-on roundtable built for developers, architects, and technical admins who want to go deep on REST API capabilities, integration architecture, and what's coming next. Space is very limited.

The business world doesn't slow down for your CLM program. Mergers, acquisitions, consolidations, reorgs, leadership changes — the pace of disruption has never been faster, and contract operations are often caught right in the middle of it. Whether you've lived through a merger that doubled your contract volume overnight, a reorg that reshuffled your entire team, or a job change that dropped you into someone else's CLM mess, this session is for you.

We'll tackle the real, messy challenge of keeping contracts and contract operations on track through organizational transformation — maintaining continuity, managing efficiency under pressure, and rebuilding smarter when the dust settles. No theory. Just practical strategies, hard-won lessons, and a room full of people who get it.

Join us to hear a story that transcended the life sciences industry. Walk away with the pain points that sparked change, the criteria that mattered most in evaluating solutions, and the lessons learned scaling from a departmental to a truly enterprise function. Whether you're just beginning your CLM journey or scaling an existing program, you'll leave with practical insights on building buy-in, evaluating partners, and driving adoption across diverse stakeholder groups.

This deep dive is built for teams already using or evaluating BusinessIQ who want to push further. We'll get into advanced AI Pro scenarios, explore how to put contracts at the center of your commercial strategy, and walk through the configurations that separate good prompts from great ones.

Some contracts are routine. Others transform businesses. And behind every great CLM success story, there's a visionary leader, an innovative team, or a game-changing strategy that makes it happen.

Join us as we celebrate the best and brightest in the CLM community at the Stars of CLM Ceremony — where we honor those who have pushed past limits, broken down barriers, and set new standards for what contract excellence looks like.

- MVP Award - The standout individuals who have gone above and beyond in championing Malbek CLM within their organizations.

- Innovation in CLM – Pioneering new ways to drive efficiency, intelligence, and automation.

- Transformation in CLM – Game-changing implementations that have reshaped contract processes.

- Visionary Leadership – Inspiring leaders who have propelled their organizations to new heights.

- Diamond Award – The highest honor at Envision, reserved for those who have truly redefined what's limitless in CLM, presented by our Diamond sponsor.

Join us for an intimate roundtable on getting the most out of BusinessIQ prompting. From best practices and industry-specific use cases to the things you need to know before you scale. Space is limited.

The vault is open — but only for one hour. This is your exclusive access to something you won't find anywhere else at Envision. We're not giving anything away just yet, but limitless, exclusive, and unforgettable are all words that apply. Subscribe at the link in the footer to be the first to know when details drop.

Dust off your finest 1920s attire and get ready for a night that roars. Join us at Geraldine's inside Hotel Van Zandt for an unforgettable evening featuring Felix & Fingers, Austin's premier dueling piano experience. Think live music, audience requests, electric energy, and a room full of people dressed to the nines and ready to have the time of their lives. The Roaring Twenties never looked so limitless.

Last day, no limits. Fuel up, find your people, and bring everything you've got for one final day of breakthrough moments.

An exclusive morning roundtable for healthcare and life sciences professionals, hosted by ZS. Details and topic coming soon — space is limited.

Back on the main stage to keep the momentum going. Expect breakthrough insights from our Diamond sponsor!

Step away, grab a coffee, and keep the momentum going.

An exclusive, intimate conversation for pharmaceutical and life sciences professionals, hosted by Epiq. Bring your toughest questions about CLM in highly regulated environments and connect with peers who understand the unique complexity of contracts in pharma. Space is limited.

This session breaks down how different roles — legal, procurement, sales, and finance — each unlock unique value from Bek and Malbek's AI capabilities. Whether you're authoring, reviewing, approving, or analyzing (online or in Word), there's a smarter, limitless way to work.

Look good, feel limitless. Stop by our complimentary professional headshot station and walk away with a polished new photo worthy of your LinkedIn profile (and maybe one SaaSy one). Show up, smile, and let our photographer do the rest. 

An executed contract is rarely the last word. Terms get renegotiated, pricing shifts, regulations change, and every amendment is a moment where the truth can slip away. When you can't see what changed or which version actually governs, you inherit risk you can't manage: obligations you've lost track of, revenue quietly leaking, positions you can't defend.

Amendment Studio gives you the flexibility and speed of amendments without sacrificing accuracy or compliance. This session walks through how it works, why it matters, and what it unlocks for teams who are done guessing what's actually in force.

- Precision Amendments: mark up the baseline, send a change summary, and reconcile agreed changes into one current source of truth
- One-Click Mass Amendments: blanket changes across many contracts, minus the manual effort
- Amendment Progression View: see exactly what changed over time, in language and data alike

This deep dive into OperationalIQ shows you how to turn contract activity into real operational insight. Build dashboards that track performance, surface trends before they become problems, and help your team make smarter commercial decisions.

Recharge, reconnect, and fuel up for one final push. The afternoon has no shortage of opportunity — make sure you're ready for it.

Join an industry analyst for an intimate roundtable on the future of procurement and CLM. Expect a candid, peer-driven conversation on the trends, challenges, and strategies shaping procurement operations heading into 2027. Space is limited.

This session digs into how leading organizations are integrating Malbek with the tools they already rely on — from CRM and ERP to document management, finance systems, and custom API builds. You'll walk away with a clearer picture of what's possible and how to build a commercial infrastructure that's truly limitless.

Your templates are the foundation of your entire CLM program — and even small improvements compound fast across hundreds of contracts. This hands-on workshop walks through the best practices that high-performing Malbek teams use to build, maintain, and scale contract templates that actually work in the real world. From structure and fallbacks to version control and user adoption, you'll leave with a practical checklist and clear next steps you can put to work the moment you're back at your desk.

Learn how Klix can streamline and accelerate high-volume, low-touch agreements. From tap-to-sign workflows to real-life use cases, this session shows how Klix keeps teams moving as one.

• Understand the value of one-click simplicity
• See how Klix drives efficiency at scale
• Explore use cases across industries

Does prompting AI feel like nagging a teenager about their chores? AI is everywhere, but many teams still struggle with how to interact with it, operating in reactive mode without a clear strategy or repeatable workflows. 

In this hands-on prompting and playbook workshop, we’ll explore how to advance your AI maturity through smarter prompts, scalable AI playbooks, and data-driven decisions that actually move the needle.

• A live walkthrough of real AI prompts for contract review, redlining, and clause insights and how to turn them into repeatable team playbooks
• A visual model of AI maturity to pinpoint where your org sits, and how structured prompting frameworks help you move to the next stage
• Critical KPIs that drive performance and how AI-powered playbooks surface insights faster and more consistently

Finally, we will do a live-time to showcase how Orchestration Agents can enable and simplify contract activities at scale--and why this is not something you can build at home (despite what some vendors are telling you).

Led by Malbek's Head of Implementation Services, and one of Malbek's Gold Sponsors, this session covers the implementation frameworks, onboarding approaches, and change management strategies that consistently drive successful CLM deployments. Bring your questions and leave with a roadmap.

Every enterprise software vendor is leading with an AI story — and CFOs are running out of patience with efficiency-only narratives. The teams that win budget are the ones translating AI into hard dollars: risk avoided, revenue recaptured, deal timelines compressed.

Shashi Bellamkonda, Principal Research Director at Info-Tech Research Group and host of the Talking Headless podcast, brings years of front-line enterprise AI research to the Envision stage with a framework for building a business case that speaks the language of finance — anchored in contract risk quantification, cycle-time economics, and outcome-based pricing models that remove the unpredictability CFOs hate most.

• A framework for quantifying contract risk and cycle time as board-grade financial outcomes
• How predictable pricing models are replacing per-token billing and removing procurement friction
• Why the best AI ROI stories start with one high-value discovery, not a full platform rollout

This isn't your average snack break. Grab a drink, find a seat, and prepare to laugh — we're serving up a stand-up comedy roast alongside the snacks. CLM has never been this entertaining.

No one tells the story of limitless CLM better than the people living it. This candid, unscripted conversation brings together Malbek customers from across industries to share real wins, hard lessons, and what removing the limits on your commercial relationships actually looks like in practice.

We're closing Envision the only way we know how — with something you won't see coming. Expect the unexpected, feel the energy, and let Austin do what Austin does best. We'll also be crowning the winners of everything that's gone down over the past two days and * drumroll * revealing where Envision 2027 is headed. Oh, and one more thing... be sure to stick around until the very end. You'll need a special code to get into THE Party. Just saying.

We promised ICONIC, we're brining ICONIC.

Envision 2026 closes the way it should, with an unforgettable night at one of Austin's most iconic live music venues. Stay tuned, because this is the kind of night people fly to Austin for.

Clear your schedule, charge your phone, and get ready for a rock concert sendoff you will never forget. Major artist announcement coming soon! Subscribe at the link in the footer to know when the news drops.