Agenda

You're Envision experience begins here!

Arriving early for certifications or golf? Stop by the Tohono Event Center and find the Malbek bus! Our team will be ready to greet you, get you checked in, and answer any questions so you can start your Envision experience with ease. Once you're all set, take a moment to explore the resort, soak in the desert views, and prepare for an unforgettable few days of learning, networking, and inspiration. 

New to Malbek or looking to solidify your foundation?

Admin Essentials 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 not only with a stronger understanding of how the system works, but also with 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 Essentials Certification to showcase your expertise

Ready to take your admin game to the next level? 

Admin Pro is designed for experienced admins who want to master advanced configuration and prove they can handle the most complex use cases. Dive deep into reporting, automation, amendments, and enterprise-grade configuration—then put your knowledge to the test. Earning your Admin Pro Certification marks you as a true power user within the Malbek community.

• Explore advanced workflows, reporting, and automation features
• Learn how to configure Malbek for large-scale, enterprise-level needs
• Distinguish yourself with Admin Pro Certification"

Take a midday pause and refuel in the heart of the desert. Lunch at Envision 2025 isn’t just about great food—it’s about great connections. Gather with fellow attendees at the open-air Sunset Terrace and keep the conversations flowing over fresh, flavorful dishes. This is your chance to digest new insights, spark fresh ideas, and get inspired for the rest of the day.

You’ve put in the work—now it’s time to make it official. The Malbek Certification Exam is your opportunity to demonstrate your CLM expertise and solidify your role as a true CLM champion. Whether you’re looking to enhance your skills, boost your credentials, or gain deeper insights into Malbek’s capabilities, this is your moment to level up and achieve clarity in your contract management journey.

Stop by the Tohono Event Center to find the Malbek bus! Our team will be ready to greet you, get you checked in, and answer any questions so you can start your Envision experience with ease. Once you're all set, take a moment to explore the resort, soak in the desert views, and prepare for an unforgettable few days of learning, networking, and inspiration. 

Get ready for a golf experience like no other! The 9-Hole Charity Golf & Dine Event at Envision 2025 combines friendly competition, scenic views, and indulgent bites—all for a great cause. 

• Nine holes of relaxed, social golf—no need to be a pro, just bring your best swing and good vibes.
  
  
• Drinks and gourmet bites at every hole—because golf is better when paired with handcrafted cocktails and delicious food.
  
  
• All for a cause—connect, unwind, and give back while soaking in the stunning desert landscape.

Be sure you add Charity Golf to your registration!

After check-in and settling into the resort, dinner this evening is on your own. The Boulders offers several dining options worth exploring:

• Spotted Donkey Cantina – Casual Southwestern flavors & amazing margaritas
• Palo Verde Restaurant – Fresh, upscale dining with desert views
• The Grill Kitchen & Bar – Steaks, seafood, and classic comfort dishes
• Discovery Lounge – Drinks, light bites, and a great spot to unwind with some pizza

Want to meet up with other attendees? Use the event app to create or join a dinner group and make new connections from the very start.

Mornings in the desert are fresh, peaceful, and full of possibility—just like your CLM journey. Enjoy a refreshing breakfast on the Sunset Terrace, where you can fuel up with coffee, conversation, and a breathtaking view. Whether you’re an early riser or rolling in before the first session, this is your moment to find balance before the day begins.

Join Kaitlynn Sommers, Senior Director Analyst at Gartner, for a keynote that explores the current state and future trajectory of Contract Lifecycle Management (CLM). From AI-powered workflows and cross-functional collaboration to the evolving role of CLM in enterprise value creation, this session delivers timely, research-backed insights that legal, procurement, and operations leaders can’t afford to miss.

Kaitlynn will unpack:
- The biggest trends shaping the CLM landscape right now
- Where organizations are seeing real ROI (and where they’re getting stuck)
- What the future holds for tech, talent, and transformation in contract operations

Whether you’re just starting your CLM journey or looking to level up, this session offers a powerful moment of reflection, recalibration, and vision for what’s possible when you become One with your CLM.

Grab some coffee and a quick bite during our musical intermission!

Join Hemanth Puttaswamy, CEO of Malbek, and Ben Willis, VP of Products, for a bold look at the future of CLM—and the next evolution of Malbek’s platform.

This keynote unveils Malbek’s 2026 product roadmap, spotlighting where we’re going and why it matters. From intelligent workflows and AI-powered authoring to deeper integrations and enterprise scalability, you'll get an insider look at the innovations shaping tomorrow’s contract lifecycle experience.

Because becoming One with your CLM means having technology that not only supports your growth—but anticipates it.

Take a midday pause and refuel in the heart of the desert. Lunch at Envision 2025 isn’t just about great food—it’s about great connections. Gather with fellow attendees at the open-air Sunset Terrace and keep the conversations flowing over fresh, flavorful dishes. This is your chance to digest new insights, spark fresh ideas, and get inspired for the rest of the day. 

Stay tuned for roundtable signups in the weeks leading up to Envision!

Adoption isn’t just about training—it’s about transformation. Hear directly from customers on how they empowered teams, removed friction, and aligned internal users to become One with their CLM.

Key Takeaways:
- Identify common blockers to user adoption
- Learn proven tactics to drive engagement
- Gain actionable ideas for onboarding success

Looking for answers? Want to see Malbek in action? The Solution Lounge is your CLM oasis. Whether you're here to experience live demos, connect with a partner or product expert, or map out your CLM strategy, this is the place to find the clarity you need. Bring your questions, get hands-on, and discover how Malbek can help you achieve balance in your contract workflows.

In biopharma, procurement isn’t about buying things... It’s about buying time because time equals lives!

This session will explore three mind-blowing concepts:

• Contracts are the Supply Chain: Every molecule, every vial, every delivery starts with a clause. Procurement is no longer transactional; it’s the first step in patient care.
• AI as the Microscope: CLM is like a microscope for contracts. It allows us to see risks and opportunities at a cellular level: missed obligations, hidden delays, supplier risks.
• Procurement is the New Patient Advocate: By accelerating supplier onboarding, spotting bottlenecks, and ensuring compliance, procurement shortens the journey from lab bench to bedside.

Walk through a day-in-the-life of legal, procurement, and sales personas and experience how Conversational AI empowers users to work in flow.

Key Takeaways:
- See how different personas benefit from AI
- Understand practical use cases by role 
- Explore how AI personalizes the contract experience

A technical deep dive into advanced configuration tools to tailor Malbek to your needs. Great for power users and admins looking to go deeper.

Key Takeaways:
- Learn how to apply complex pricing logic
- Explore creative uses for formulas and custom fields
- See how this unique customer aligns config with real-world use cases

Contracts don’t live in a vacuum—and neither should your CLM. In this session, we’ll explore how Malbek Marketplace helps you unify your systems, streamline workflows, and drive collaboration across the business.

Whether you're in Legal, Procurement, or Sales, this session will show how Marketplace connectors like Coupa, Salesforce, REST APIs and others help eliminate silos, accelerate time-to-value, and keep your contracting process aligned from intake to execution.

- Top integration use cases that drive measurable impact
- Why connectivity is the key to adoption and scale
- How to futureproof your tech stack through an open, extensible CLM platform

Get ready to see how Malbek Marketplace turns disconnected processes into a single, seamless flow—empowering every team to work as ONE.

What does it really take to be successful with CLM in 2025—and beyond? Join Malbek's COO Matt Patel as he moderates a powerful conversation with four distinct voices who are shaping the contract tech landscape from every angle.

- What "readiness" looks like across people, process, and tech
- Why analysts are seeing AI momentum and maturity in CLM
- How customers are turning vision into execution
- Where the contract lifecycle is headed—and how to stay ahead of it

Expect bold opinions, honest insights, and practical takeaways that reflect the multifaceted reality of modern contracting. Because becoming ONE with your CLM means understanding it from every lens.

After a powerful morning of insights and bold perspectives, we’re hitting pause—but not in the way you’d expect. This isn’t your average break. It’s a reset. A moment to reconnect, refocus, and recharge before diving into the rest of the day.

Without spoiling the surprise, let’s just say you’ll want to be in the room for this one. Come ready to move, to engage, and to experience a keynote unlike anything else on the agenda.

Because becoming ONE with your CLM isn’t just about strategy—it’s about beats and energy.

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.

Key Takeaways:

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

Dive into how rule-based approvals help automate decisions, reduce delays, and bring order to chaos. Perfect for those looking to create harmony between speed and control.

Key Takeaways:
- Learn to structure approval logic
- Avoid bottlenecks and manual review loops
- Create audit-friendly, transparent workflows

Join us to see how Lighthouse unlocked value by connecting Salesforce and Malbek. Learn what worked, what didn’t, and how to create a smooth user experience across platforms.

Key Takeaways:
•    Learn how to build and evolve your Salesforce integration
•    Discover key user experience lessons
•    Explore how to align sales and legal workflows

Explore how to set up smart Playbooks that keep your contracts aligned with business goals. Learn how guardrails guide teams toward better, faster decisions while maintaining compliance.

Key Takeaways:
- Design scalable Playbooks for repeatable success
- Use guardrails to maintain control without slowing down
- See examples of high-performing workflows

After a day packed with learning, unwind in true Scottsdale style. Join us between the boulders at the pool for an evening of casual conversations, great food, and even better company. Connect with fellow attendees, swap insights, take photos, walk sunset path, and enjoy the relaxed ambiance of this desert retreat.

Mornings in the desert are fresh, peaceful, and full of possibility—just like your CLM journey. Enjoy a refreshing breakfast on the Sunset Terrace, where you can fuel up with coffee, conversation, and a breathtaking view. Whether you’re an early riser or rolling in before the first session, this is your moment to find balance before the day begins.

What does it take to push through the impossible? To lead through complexity, stay the course, and emerge stronger on the other side?

In this powerful and personal keynote, world-renowned endurance swimmer Diana Nyad shares the story of her 110-mile swim from Cuba to Florida—a feat she accomplished at age 64 after five failed attempts and a 35-year journey. With over 25 million people watching, Diana reached the Florida shore and delivered five unforgettable words: "Never. Ever. Give. Up."

Diana’s story resonates deeply with CLM leaders navigating transformation in high-pressure environments—where stakeholder buy-in is hard-won, priorities shift constantly, and the finish line can feel out of reach.

Through her unmatched storytelling and lived experience, Diana will explore:

- How clarity and alignment drive long-term success
- Why perseverance and purpose matter in complex journeys
- What it means to become One with your mission—even when the waves are crashing

Join us for a meet and greet with keynote speaker Diana Nyad—endurance swimmer, author, and embodiment of resilience. After her main stage talk, this is your chance to connect one-on-one, ask questions, snap a photo, and soak in the inspiration up close.

Limited time. Big impact. Don’t miss this moment to meet a living legend.

See how Arteris scaled their CLM program to support growth and complexity—without sacrificing speed or clarity. A roadmap for maturing your CLM strategy.

Key Takeaways:
- Identify key turning points in CLM maturity
- Learn how to grow without growing pains
- Take home actionable next steps to scale smarter

Does prompting AI feel like nagging a teenager about their chores? AI is everywhere but many don’t know how to interact with it— most teams are stuck in reactive mode, leveraging tools without a strategy. Meaningful impact still feels out of reach for many teams. In this hands-on session, we’ll explore how to advance your AI maturity through smarter prompts, clearer KPIs, and data-driven decisions that move the needle. 

•    A live walkthrough of real AI prompts for contract review, redlining, and clause insights 
•    A visual model of AI maturity to pinpoint where your org sits, and how to move to the next stage 
•    Critical KPIs that drive performance—and how AI can surface them faster 

Looking for answers? Want to see Malbek in action? The Solution Lounge is your CLM oasis. Whether you're here to experience live demos, connect with a partner or product expert, or map out your CLM strategy, this is the place to find the clarity you need. Bring your questions, get hands-on, and discover how Malbek can help you achieve balance in your contract workflows.

Contracts aren’t just legal documents — they’re a living source of business intelligence. In this session, Cloud Software Group shares how they’ve harnessed Malbek analytics to unify teams around one version of the truth, transforming contract data into clarity, alignment, and action.

•    How to unlock contract data and connect it with enterprise BI tools
•    Which metrics matter most for alignment across legal, procurement, and business teams
•    Real-world examples of turning analytics into action and measurable results

Moderated by Malbek’s CMO, Ed Breault, this conversation pairs data-driven expertise with an executive lens on reporting, performance, and cross-functional alignment. Expect practical takeaways, candid insights, and a vision for how analytics can be the connective tissue of your CLM journey.

Go beyond the basics with our new Amendment Studio features—mass updates, precision changes, and more. This session shows how to master amendment workflows.

Key Takeaways:
- Learn advanced amendment capabilities
- Discover use cases for batch and granular updates
- Upskill on strategic change management

Take a midday pause and refuel in the heart of the desert. Lunch at Envision 2025 isn’t just about great food—it’s about great connections. Gather with fellow attendees at the open-air Sunset Terrace and keep the conversations flowing over fresh, flavorful dishes. This is your chance to digest new insights, spark fresh ideas, and get inspired for the rest of the day.

Stay tuned for roundtable signups in the weeks leading up to Envision!

In this hands-on masterclass, we’ll explore how Smart Tables bridge the gap between upstream contracting decisions and operational execution—giving you visibility and power you’ve never had before.

Key Takeaways:
- What Malbek Smart Tables are and how they integrate multi-dimensional data
- How to plan your  strategy around key business outcomes
- Use cases across Legal, Procurement, Finance, and RevOps

Explore our newest e-sign integration with SignNow. See how it fits seamlessly into existing workflows, enhances auditability, and accelerates execution.

Key Takeaways:
- Understand how the new integration works
- Learn where SignNow adds value to your contract life
- See how it improves speed and compliance

Procurement leaders know contracts sit at the heart of supplier relationships and spend management—but what does the future really hold? In this fireside chat, hear directly from analysts at Gartner and IDC as they unpack the evolving role of CLM in procurement, the impact of AI, and what best-in-class organizations are doing to stay ahead.

- Analyst insights into procurement-driven CLM adoption and maturity
- How AI is reshaping supplier negotiations, compliance, and risk management
- What separates leaders from laggards in aligning procurement with contract strategy

Check in with your CLM program. Learn how to benchmark performance, identify roadblocks, and realign your roadmap to reach full potential.

Key Takeaways:
- Assess where you are in your CLM journey
- Uncover hidden gaps and improvement areas
- Walk away with a refreshed optimization plan

CLM game show fun! Join your host, Dennis Malaspina, for a high-energy trivia showdown covering contracts, Malbek features, and customer wisdom. Bring your A-game and a competitive spirit.

• Test your knowledge of all things Malbek CLM
• Learn through laughter and quick hits
• Bond with fellow attendees in a unique format

Interested in participating in Clash of the Contracts? Let us know before September 22, 2025 at [email protected]!

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. This is where we honor those who have redefined what’s possible, broken down barriers, and set new standards for contract excellence.

• 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

Contracts may be business documents, but they live and breathe in legal. In this candid, lawyer-to-lawyer session, this customer will share how they’ve embedded Malbek CLM into the fabric of their department—streamlining risk reviews, improving collaboration, and gaining more control without slowing down the business.

- Building workflows that reflect legal’s real-world process
- Using contract data to gain leverage in negotiations and compliance
- Creating scalable, repeatable models to manage contract volume with confidence

If you’ve ever asked, “How do other legal teams really use their CLM?”—this is your chance to find out. No fluff, just practical takeaways from a legal team doing the work.

When it comes to unlocking the full value of CLM, no one can do it alone. That’s why Malbek has partnered with Elevate to help organizations accelerate adoption, maximize impact, and bring clarity to every stage of the contract lifecycle. In this session, Elevate’s experts will share their perspective on how a connected ecosystem and proven services approach empowers teams across legal, procurement, and business functions to become truly ONE with their CLM.

- Why the Malbek + Elevate partnership is reshaping CLM success at scale

- Practical strategies for driving adoption and creating measurable value

- How services + technology come together to empower ONE experience

This desert night will be filled with live entertainment, cosmic wonder, and great company. Set against the breathtaking backdrop of the Sonoran Desert, this evening is all about letting loose, making memories, and soaking in the magic of the moment.

• Live Entertainment – Feel the energy with music that keeps the night alive
  
  
• Telescope Experience – Witness the stars like never before
  
  
• Signature Cocktails & Local Flavors – Sip, savor, and celebrate under the open sky

Whether you’re here to dance, stargaze, or just enjoy the desert vibes, this is the perfect way to cap off your Envision 2025 experience.

Look up, take it all in, and howl at the moon—because some nights are too extraordinary to stay inside.

Mornings in the desert are fresh, peaceful, and full of possibility—just like your CLM journey. Enjoy a refreshing breakfast on the Sunset Terrace, where you can fuel up with coffee, conversation, and a breathtaking view. Whether you’re an early riser or rolling in before the first session, this is your moment to find balance before the day begins.

Embracing AI is all about mindset—unlocking faster reviews, smarter workflows, and higher-impact legal and procurement operations. Join our partners at Epiq as they share:

• What it really means to “adopt an AI mindset”
• Where AI in CLM is delivering the most value today
• How to get buy-in across legal, procurement, and IT

Lessons learned from the early days of rollout to enterprise-wide success

Whether you're evaluating AI or ready to scale it, this session will help you shift from reactive to proactive—and make sure your team isn’t left standing on the platform.

What happens when vision, leadership, and collaboration align? For this customer, it sparked a system-wide transformation that brought fragmented processes under one unified CLM platform. This session will explore:

- How we evaluated and selected Malbek
- What it takes to configure CLM across complex, decentralized teams
- The cultural shift that turned skeptics into champions
- How to create momentum that spreads across departments organically

This is more than a system implementation—it’s a story of clarity, collaboration, and the power of building something that invites everyone in. Because when you implement it right...they come.

From audit history to previewing and formatting, this session is for admins looking to drive consistency and scale.

Key Takeaways:
- Learn how to build scalable, reusable templates
- Explore audit and formatting tools for quality control
- Maintain consistency across teams and geographies

Looking for answers? Want to see Malbek in action? The Solution Lounge is your CLM oasis. Whether you're here to experience live demos, connect with a partner or product expert, or map out your CLM strategy, this is the place to find the clarity you need. Bring your questions, get hands-on, and discover how Malbek can help you achieve balance in your contract workflows.

Ready to make it official? Cap off your Envision 2025 experience by becoming Malbek Certified.

This proctored certification exam session is open to any Malbek customer who wants to validate their Malbek expertise and walk away with more than just insights—a credential. Whether you’ve completed the certification class on Day 1 or learned through hands-on experience, this is your chance to test your knowledge, show your skill, and take your CLM credibility to the next level.

All certified participants will receive a special prize and exclusive digital badges to share with your team, your network, and the world.

Gather with fellow attendees at the open-air Sunset Terrace and keep the conversations flowing over fresh, flavorful dishes. This is your chance to digest new insights, spark fresh ideas, and get inspired before Envision 2025 wraps.

Stay tuned for roundtable signups in the weeks leading up to Envision!

Before we say goodbye, we’ll gather for one final moment of reflection and inspiration. The Closing Session will bring together key takeaways, celebrate our community, and leave you energized to take everything you’ve learned back to your business. This is where we solidify the journey to becoming One with Your CLM and make all of the Envision 2026 announcements.