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 Essentials 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 reporting use cases
- Learn how to report on and visualize Malbek data to provide insights for large-scale, enterprise-level needs
- Distinguish yourself with Malbek's Insights Builder 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, and 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.

Join us on the main stage for a reception packed with local Austin talent Jennifer Harrold and the Resophonics, 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 and our commitment to giving back to the communities we show up in, we're thrilled to welcome 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, just love on them. Malbek will be making a donation to the organization 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.

Grab your lunch and join us for an exclusive first look at what's coming to the Malbek home page and even more out-of-the-box analytics. This is concept-stage stuff and a chance for you to shape it's future direction. Think new analytics for workflows and approvers, possible leaderboards, and smarter ways to surface your to-dos right from Home. We'll show you what we're working on and then we want to hear from you. Your input will directly shape what gets built. Space is limited.

What does it look like to modernize contract management across a large, complex university system? Hear directly from a leader who did it while navigating stakeholders, legacy processes, and the unique demands of higher education to build a CLM program that scales.

A moderated conversation on sustaining adoption, measuring value, and building the internal muscle to keep improving a CLM system long after launch.

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.

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.

Join Ellen and Carol from Lighthouse Document Technologies for a practical session on building and managing a scalable CLM program. Learn how they’ve applied years of Malbek experience to reorganize and optimize their template library, making it easier to maintain, update, and scale as business needs evolve. They’ll share how formulas, field-driven logic, and standardized configurations streamline contract drafting, support reporting and integrations, and guide the routing of agreements between self-service and legal review workflows.
 
Beyond configuration, Ellen and Carol will discuss the operational best practices that have helped drive long-term success – from auditing processes and identifying opportunities for continuous improvement to training users, encouraging adoption, and refining templates based on real-world negotiations and recurring requests. 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.

Grab a pop, bring a snack, and join Mike and Rohit for a candid conversation about AI. We'll talk about practical reality of how AI can help you do your job better every day. We'll share a quick look at Malbek's MCP (Model Context Protocol) we're rolling out soon, and then open it up to questions from the tabel. What ideas do you have? What would make your day easier? What else would you like to see? This is your chance to help shape how Malbek brings AI to life for real users. Note: our 5pm roundtable covers BusinessIQ prompting specifically. This one is broader and kept intentionally separate. Space is 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. From her early work modernizing contracting to spearheading an enterprise-wide CLM initiative at one of the world's most valuable companies, this individual's story is one of vision, trust, and the courage to advocate for change.

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 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.

Join Rohit, Malbek's Chief AI Architect, and Mike and Kari from Product Team 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, fire, and unforgettable are all words that apply to this experience. Subscribe at the link in the footer to be the first to know when details drop the week prior to the event. We gotta keep some secrets.

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.

Dress Code: channel your inner Great Gatsby style for this roaring 20's party.

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

Bring your coffee, breakfast, and pull up a chair. Mike will walk through a quick presentation of Malbek for Word 2.0 so you can see it up close... Then we'll flip the script because we want to hear from you. What's working? What could be better? What do you wish it could do? This is a small, hands-on session designed to get real feedback from real users. Facilitated by Kari, Mike, and the product team. Space is limited.

A candid, roundtable-style conversation drawing on CLM deployments across industries. We'll trade hard-won lessons that rarely make the project plan, where implementations quietly go sideways, which early decisions matter most, and how the best programs set themselves up long before go-live. Come with your questions and your stories; leave with a sharper read on what to do first, what to defer, and what to avoid. Space is limited.

Sponsored by: ZS Associates

In a world moving faster than ever, the edge doesn't belong to whoever has the best technology. It belongs to whoever knows how to actually connect with the people around them.

Hall of Fame speaker Christine Cashen brings her signature wit, honesty, and zero-fluff energy to the Envision stage for a keynote that hits differently. With more than 20 years of experience helping people turn everyday chaos into clarity and real connection, Christine will show us how to stay fully human in an AI-powered world — how to start conversations that go somewhere, lead with presence, and show up with the kind of energy that no algorithm can replicate.

Funny, practical, and impossible to forget. This is the session that reminds you that limitless isn't just about what technology can do. It's about what you can do.

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

Epiq moderates a candid, peer-driven conversation with legal and legal ops professionals covering pharma and life sciences contracting (clinical trial agreements (CTAs), confidentiality agreements (CDAs), licensing agreements, CRO agreements, and supply and distribution contracts), the regulatory and data-governance considerations unique to life sciences, and the organizational readiness gaps (people, process, data, governance, technology) that most often stall AI pilots before they scale. Come ready to share where your organization actually is and hear stories of successes and failures both. Space is limited.

Roundtable Sponsor: Epiq

This session breaks down how different roles — legal, procurement, sales, and finance — each unlock unique value from 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. No appointment needed! Just show up, smile, and let our photographer, Trev, do the rest. Because if you're going to take on the world after Envision, you might as well look the part.

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 the latest Malbek has to offer. We'll show you how to turn contract activity into real operational insight — building dashboards that track performance, surface trends before they become problems, and help your team make smarter commercial decisions.

A clause auto-renewed at terms nobody would have agreed to today. An obligation buried in third-party paper went untracked until it became a liability. A contract expired quietly, and nobody caught it until the relationship (and the leverage) was already gone. For legal and contract professionals, these aren’t edge cases. They’re the cost of managing contracts at scale without the right intelligence behind them.

This session is built around the moments contracting and legal teams actually live in, like the missed renewals, the risky clauses that slipped through, the obligations nobody owned, and the third-party paper that came back to bite. We’ll walk through five real scenarios, show what a well-framed AI prompt looks like in each one, and reveal what can be surfaced when you stop manually hunting and start asking smarter questions.

With better contract intelligence in your platform, you are better prepared to change the outcome after this session.

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

Join our industry analysts 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

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 to implementation success. 

SPONSOR: OMNITECH Systems

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

Grab a drink and network with your friends, colleagues, and favorite Malbekians. Whose ready to kick it up to 11 at the Smash Mouth concert?

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.


Subscribe at the link in the footer for final speaker announcements.

We're closing Envision the only way we know how... with something you won't see coming. We'll be crowning the winners of everything that's gone down over the past two days, revealing where Envision 2027 is headed, and closing with a moment that only Austin could deliver. Stick around until the very end — you'll need a wristband and details for the SMASH MOUTH concert.

We promised ICONIC, we're bringing ICONIC.

Welcome to Malbek City Limits. We're taking over the legendary Stubbs for a private concert featuring the one and only Smash Mouth. This is not a dinner party. This is not background music. This is a full live set, a packed room of people who've earned it, and one of the most iconic rock bands of a generation playing just for us at one of Austin's most beloved venues.

Cocktails at 7. Smash Mouth takes the stage at 8. All Star. All night. All limitless.

This is what three days of pushing past every boundary builds toward. Clear your schedule. Charge your phone.Grab your backstage pass. See you at Stubbs for a final farewell!