Agenda
Dive into a multi-track agenda designed to elevate every facet of your CLM expertise. Whether you're an admin seeking masterclass insights or a new Malbek user eager to unlock the basics, our tailored tracks ensure a jam-packed schedule that resonates with every attendee at Malbek Envision 2024!
Event schedule
Wed
Oct 09, 2024
Thu
Oct 10, 2024
Fri
Oct 11, 2024
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Registration
12:00 PM - 06:00 PM at SoBro Lobby
Welcome to the heart of Envision 2024!
The Malbek Registration Hub is your first stop on the Envision tour. Our dedicated team is ready to ensure your conference experience starts off seamlessly. From swift check-ins to providing essential event information, our registration desk is designed to make your arrival as smooth as a country melody.
Solution Lounge
03:00 PM - 05:00 PM at In-person meeting
Nashville Nights: Malbek's Rooftop Extravaganza
06:00 PM - 08:00 PM at Westin: The Terrace at L27
Head up to level 27 and kick off Envision with an unforgettable evening on the rooftop terrace. Immerse yourself in the vibrant atmosphere of Music City while enjoying breathtaking views of the cityscape and the mesmerizing sunset. As you mingle with fellow attendees, savor delectable bites, sip on handcrafted beverages, and indulge in the signature Malbektini cocktail, we'll set the stage for an incredible conference experience, where the energy is high, connections are made, and the excitement of rocking your CLM journey begins. Get ready to amplify the Envision 2024 experience under the starlit Nashville sky.
PS: you may even bump into our star drummer, Kenny Aronoff.
Solution Lounge
08:00 AM - 09:00 AM at In-person meeting
Registration & Solution Lounge Check-In
08:00 AM - 05:00 PM at SoBro Lobby
Stop by and grab a badge before the Keynote!
Breakfast
08:00 AM - 09:00 AM at SoBro III
ROCK YOUR CLM KEYNOTE WITH KENNY ARONOFF: Unveil the Secrets to Success in Business and Life from Rolling Stone's Top 100 Greatest Drummers of All Time
09:00 AM - 10:05 AM at Gulch III
Kenny Aronoff
Speaker
Join us for an electrifying keynote session with Kenny Aronoff, one of the world’s most influential drummers, as he shares his unparalleled insights into achieving success through teamwork, leadership, and innovation. Known for his collaborations with music legends like Elton John, Bob Dylan, and Lady Gaga, Kenny has mastered the art of creating harmony and driving excellence within diverse teams.
In this inspiring session, Kenny will draw parallels between the world of music and the complexities of contract lifecycle management (CLM). He will explore how the principles that guided his legendary career—precision, collaboration, and adaptability—can be applied to your CLM journey. Learn how to strike the right chords within your organization, synchronize efforts across teams, and innovate to stay ahead.
Kenny’s dynamic storytelling and powerful drumming demonstrations will leave you with actionable insights and a renewed sense of motivation. Discover how to turn challenges into opportunities, foster a culture of excellence, and lead your team to new heights in the world of CLM.
Don't miss this opportunity to gain a fresh perspective on your CLM strategies from a true rockstar in both music and life.
CLIMB THE CLM CHARTS: Malbek Product & Innovation Keynote
10:05 AM - 11:05 PM at Gulch III
Hemanth Puttaswamy
Speaker
CEO & Co-Founder
Malbek
Ben Willis
Speaker
VP, Products
Malbek
Prepare to catapult your CLM journey to the top of the charts with Malbek's Product and Innovation Showcase. In this high-energy keynote, we’re not just presenting a roadmap; we’re orchestrating a performance of the latest and greatest innovations, enhancements, and strategic milestones.
What to Expect:
- Celebrate our recent successes and see firsthand the advancements we've made to revolutionize your CLM experience.
- Witness the power of our newest features and functionalities through engaging live demonstrations, showcasing how they can elevate your contract management to new heights.
- Get an exclusive look at what’s coming next on our product and innovation roadmap, designed to keep your organization at the forefront of the CLM landscape.
Join us for a session that promises to be the highlight of Envision 2024, packed with insights, surprises, and maybe even a Johnny Cash reference or two. Don’t miss this chance to see how Malbek is charting the future of CLM and how you can be a part of this exciting journey.Plus, we may drop a Johnny Cash reference or two.
Solution Lounge
11:00 AM - 05:00 PM at In-person meeting
Intermission
11:05 AM - 11:15 AM at Gulch Lobby
Making a Mix Tape: How Bek is Working for You
11:15 AM - 12:00 PM at Gulch I
Matt Patel
Speaker
COO & Co-Founder
Malbek
Unlock the full potential of Bek in this breakout session focused on practical applications and strategies. Learn how to harness Bek's capabilities to enhance contract management, improve decision-making, and drive business results.
- Learn practical applications of Generative AI.
- Understand the core functionalities of Bek how it compares to Malbek AI.
- Gain crucial strategies to integrate Bek into your CLM processes for improved efficiency.
Whether you're new to AI or looking to deepen your expertise, this session will provide actionable insights and tips to make Bek an indispensable part of your CLM toolkit.
Lunch
12:00 PM - 01:00 PM at SoBro III
Amplifying ROI and Benefits of Malbek CLM in your Business
01:00 PM - 01:30 PM at Gulch I
Courtney Maue
Speaker
Legal Operations Manager
Nevro
Gain insights from experienced users on how Malbek CLM can transform your organization. The session will kick off with a moderator introduction to provide context, followed by an engaging discussion on key benefits, including:
- Reportability: Learn how improved reporting capabilities can provide actionable insights and drive data-driven decision-making.
- Versioning: Discover the advantages of efficient version control in managing contract changes and maintaining compliance.
- Automation: Understand how automating routine tasks can save time, reduce errors, and enhance productivity.
- Change Management Benefits: Explore how a CLM facilitates smoother change management processes and minimizes disruption.
By the end of this session, you'll have a clear understanding of the tangible ROI that a CLM can deliver, backed by real-world experiences from our customer panel.
Illuminating Insights Through Reporting and Analytics
01:00 PM - 01:30 PM at Gulch II
Adrienne Schaal
Speaker
Director, Legal Operations
Cloud Software Group
Harness the power of reporting and analytics to enhance your department functions and decision-making processes. This session will cover:
- The Importance of Reporting: Understand why reporting is essential and how it benefits your organization's overall efficiency and effectiveness.
- Data Extraction Methods: Explore various ways to extract valuable data from Malbek's CLM platform.
- Analytics Visuals: Get inspired with sample analytics visuals that transform raw data into actionable insights.
By the end of this session, you'll be equipped with the knowledge to utilize Malbek's analytics tools to their fullest potential, driving smarter decisions and better outcomes for your CLM initiatives.
Amp up your AI Playbook Game: How to Standardize Your Language and Terms
01:40 PM - 02:05 PM at Gulch I
Anne Moore
Speaker
Director, Solutions Consulting
Malbek
Join us to leverage AI playbooks for consistency and accuracy in your contracts, and make your CLM journey a rock anthem of success.
- Hit the High Notes: Discover the major benefits of using AI playbooks to standardize your language and terms, creating a harmonious and risk-free contract experience.
- Jam Session Tips: Learn how to run a playbook both online and in Malbek for Word, and review playbook outputs to fine-tune clauses and terms.
- Encore Features: Dive into the resolve/autoresolve features and the cutting-edge functionalities of the AI Pro Playbook, designed to streamline your contract process and keep your workflow rocking.
Contract Approvals Best Practices: Streamline with One-Click Approvals and Automated Routing
01:40 PM - 02:05 PM at Gulch II
Jonnie Castorino
Speaker
Head of Product Marketing
Malbek
Explore the latest advancements in contract approval processes with this extended breakout session.
- Master the use of one-click approvals from emails.
- Explore rule-based nodes for more efficient approvals.
- Gain best practices for maintaining compliance and efficiency.
Best Practices for Crafting AI Playbooks: Working Session
02:15 PM - 02:40 PM at Gulch I
Heather West
Speaker
Customer and Partner Education Specialist
Malbek
Lou Ruedebusch
Speaker
Account Manager
Malbek
Dive into the creation and optimization of AI-driven playbooks to enhance your CLM processes. This session will cover essential aspects, including:
- Overview and Best Practices: Understand the fundamental concepts and benefits of AI playbooks and learn how to create robust template documents that streamline contract generation.
- Implementation Strategies: Discover methods for setting precise conditions and incorporating fallback language to handle exceptions and ensure compliance.
- Practical Application: Gain insights on implementing auto-redline comments and get a sneak peek at the final output of an AI-enhanced playbook, showcasing its impact on your contract lifecycle.
Bring your laptop and a template document that is a basis for 3rd party paper to master the art of creating AI playbooks.
Salesforce Synergy and Powering Malbek for Integration Success
02:15 PM - 02:40 PM at Gulch II
Caitlin Martinez
Speaker
Legal Operations Manager
Articulate Global, LLC
Don Stockslager
Speaker
Vice President of Business Systems
Revalize Software
Join fellow Malbek CLM customers for an insightful session led by one of your peers on seamlessly integrating Salesforce with Malbek:
- Integration Benefits: Discover the transformative advantages of connecting your CLM and CRM systems, from streamlined workflows to enhanced data accuracy and visibility.
- Best Practices for Success: Learn proven strategies and best practices for a smooth and effective integration, ensuring you get the most out of your Salesforce and Malbek partnership.
Don't miss this opportunity to leverage the combined power of Salesforce and Malbek for unparalleled efficiency and success in your contract management processes.
Smooth Transitions: AI-Assisted Legacy Migration for Admins
02:50 PM - 03:15 PM at Gulch I
Prabhu Ramakrishnan
Speaker
IT Solution Architect - Integration and Configuration
Electronic Arts Inc.
Yuka Tzavaras
Speaker
Senior Manager, Legal Operations
Electronic Arts Inc.
In this focused breakout session for admins, discover the transformative power of AI-assisted legacy migration and how it can revolutionize your business processes and data tracking:
- Streamlined Migration: Learn the benefits of leveraging AI to simplify and expedite the legacy migration process.
- Enhanced Business Processes: Understand how AI-assisted migration can improve efficiency, accuracy, and overall business operations.
- Data Tracking Excellence: Explore the advanced data tracking capabilities that come with a successful legacy migration, ensuring your organization stays on top of vital information.
Join us to gain actionable insights and practical tips for preparing and executing a seamless legacy migration, enhancing your contract management system with the latest AI-driven solutions.
Recent Trends: Insights from the Harbor Law Department Survey
02:50 PM - 03:15 PM at Gulch II
Matt Linder
Speaker
Director - Legal Technology + Operations
Harbor
Jim Mitchell
Speaker
Senior Vice President
Harbor
Join us for an enlightening session with Harbor, where we'll delve into the most recent trends in legal technology and Contract Lifecycle Management (CLM) as highlighted by the Harbor Law Department Survey. This premier survey offers benchmarking data for general counsel and legal operations leaders, providing invaluable insights to help your organization stay ahead.
- Learn how your law department compares to others with data from over 150 companies, including 65% of the Fortune 500, spanning 19+ years and 400+ metrics.
- Explore critical areas such as legal spending, outside counsel management, legal staffing, organizational structure, and the utilization of legal technology and ALSPs.
Intermission
03:15 PM - 03:45 PM at Gulch Lobby
Optimizing Amendments in Malbek CLM
03:45 PM - 04:45 PM at Gulch II
Ben Willis
Speaker
VP, Products
Malbek
Kari Geske
Speaker
Product Manager
Malbek
This session will cover the full spectrum of managing amendments with ease and precision.
Key Takeaways:
- Learn how to establish a clear and reliable baseline for your contracts to ensure consistency and accuracy throughout the amendment process.
- Discover the power of automating amendments, saving time and reducing manual effort.
- Understand how to optimize your workflows for efficient amendment management, ensuring seamless integration with your existing processes.
Automate Like a Rockstar
03:45 PM - 04:45 PM at Gulch I
Julie Reise, MBA, CCMAP
Speaker
Senior Manager, Proposals and Contracts
Stryker
Brian McNees
Speaker
Principal Support Agent
Malbek
Get ready to take the stage with our panel of expert admins as they dive into the world of data automation. In this session, you'll learn:
- Formula Magic: Discover the latest features in formulas and how they can streamline your contract processes.
- Automation Hits: Explore innovative ideas for automating data to boost efficiency and accuracy in your workflows.
- Admin Wisdom: Gain insights from seasoned admins who have mastered data automation, sharing their success stories and tips for rocking your CLM journey.
Don't miss this opportunity to learn from the best and transform your data management with powerful automation techniques!
In Pursuit of Happiness: Redlines, Swords, and Contract Mastery
04:55 PM - 05:30 PM at Gulch III
Roma Khan
Speaker
CEO - Legal Services and Technology
CrushContracts
Navin Mahavijiyan
Speaker
Managing Partner
Black Paladin Solutions
Matt Patel
Speaker
COO & Co-Founder
Malbek
Join us for an intriguing session where legal acumen meets the art of precision. This session will focus on:
- Legal Ops is a battlefield: Carve through your day-to-day with ease
- Navigating your royal court: The game of stakeholders, users and vendors
- Redline with a glass of wine: Making contract negotiations fun again
Rock the Vine
07:00 PM - 09:00 PM at City Winery Nashville
Prepare to be blown away as Malbek turns up the volume at Nashville's City Winery Distillery! Sip on the finest local wines, sway to the rhythm of the live tunes, and let the vibrant atmosphere become the backdrop to your night of revelry.
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Address
609 Lafayette St
Nashville, TN 37203
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Dress Code: Nashville Chic
Solution Lounge
08:00 AM - 02:00 PM at In-person meeting
Info Station
08:00 AM - 02:00 PM at SoBro Lobby
Breakfast
08:00 AM - 09:00 AM at SoBro III
Customer Panel & Success Breakthroughs
09:00 AM - 09:50 PM at Gulch III
Courtney Maue
Speaker
Legal Operations Manager
Nevro
Julie Reise, MBA, CCMAP
Speaker
Senior Manager, Proposals and Contracts
Stryker
Caitlin Martinez
Speaker
Legal Operations Manager
Articulate Global, LLC
Matt Patel
Speaker
COO & Co-Founder
Malbek
Meet our diverse panel and hear their unique journeys and achievements with Malbek CLM. This session will provide you with real-world insights and actionable takeaways on how to maximize your investment.
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Customer Success Stories: Hear from leaders across various industries about how they have leveraged Malbek CLM to transform their contract management processes and drive business success.
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Key Strategies and Best Practices: Learn about the strategies and best practices that have led to significant improvements in efficiency, compliance, and overall contract management effectiveness.
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Challenges and Solutions: Gain insights into the common challenges faced during CLM implementation and how our customers have overcome them with innovative solutions and Malbek's support.
Unleashing the Power of Malbek Klix
10:00 AM - 10:30 AM at Gulch I
Jonnie Castorino
Speaker
Head of Product Marketing
Malbek
Adrienne Schaal
Speaker
Director, Legal Operations
Cloud Software Group
Discover how Malbek Klix revolutionizes contract management with its intuitive features and seamless integration. Learn about its diverse uses and benefits, from setting up templates and sending contracts to embedding agreements and managing them in Legal Collections. This session will showcase the power and efficiency of Klix, providing you with the tools to optimize your contract lifecycle management.
Online Editor 2.0: Best Practices and New Features
10:00 AM - 10:30 AM at Gulch II
Kari Geske
Speaker
Product Manager
Malbek
Discover the convenience and advanced functionality of Malbek’s new Online Editor 2.0. Explore the streamlined, user-friendly interface and how it enhances your Malbek CLM experience.
Masterclass on best practices and new features:
- Mode Switching: Seamlessly switch between Viewing Mode (PDF download), Reviewing Mode (internal redlines, public and internal comments, @ mentions), and Editing Mode (formatting, adding lines/paragraphs).
- Ability to Run Playbooks: Easily reference and utilize playbooks within the editor.
- Collaborative Editing: Learn about upcoming features for real-time collaboration.
Embrace these new tools to enhance your contract workflows and ensure smooth collaboration across your teams.
Solutions Planning Using an AGILE Process
10:40 AM - 11:30 AM at Gulch I
Daniela Kasa
Speaker
Legal Operations Manager
Revalize Inc
Anneliese Strout
Speaker
Principal Business Analyst
Malbek
Discover the power of using an AGILE planning method in creating effective CLM solutions. This EP breakout session will guide you through starting with the end in mind to develop a comprehensive and successful CLM setup.
- Learn the fundamentals of AGILE planning in Malbek CLM
- Set clear objectives and identify key milestones
- Hear a customer success story using an AGILE method to adjust to changing business and user demands
Come away with an understanding of setting clear objectives and KPIs, tips to identify key milestones, and a plan to use the AGILE method to adapt to ever-changing business needs.
Extended Play: Counterparty Reviews, Redlining, and Malbek for Outlook
10:40 AM - 11:30 AM at Gulch II
Jaime Slocum
Speaker
VP of Customer Experience
Malbek
Heather West
Speaker
Customer and Partner Education Specialist
Malbek
Join us for an EP session, where we delve into the intricacies of counterparty reviews and negotiation cycles. This in-depth workshop is designed to equip you with the skills and knowledge to walk away with practical tips you can use when you are back at the office.
- Walk through the process of sending contracts for negotiation, using options in the send email window, and managing reviews through Malbek for Outlook.
- Discover the best practices for conducting redline reviews, comparing versions, and utilizing both the online editor and Malbek for Word effectively.
- Explore customizable options like removing blank clauses and content controls, and learn how to simplify documents for more efficient review cycles.
Get ready to enhance your negotiation game, manage review cycles like a pro, and ensure smooth collaboration with stakeholders, all while navigating potential system hiccups with ease.
Dashboard Dynamics: Customizing Insights That Matter Most
11:40 AM - 12:00 PM at Gulch II
Mark Williams
Speaker
Product Manager
Malbek
Unleash the full potential of Malbek CLM with personalized dashboards and reports in this session:
- Tailored Homepages: Learn how to configure widgets and filters on your homepage dashboard to display the most relevant information and utilize the latest status, collaboration, and waiting features.
- Reporting: Discover the power of advanced filtering techniques and how to efficiently use the "Reports Shared with Me" feature to configure appropriate data filters to meet your needs.
- User-Centric Views: Explore how to create and manage logged-in user searches for more precise and actionable insights.
Join us to master the art of dashboard and report customization, empowering you to make data-driven decisions and optimize your CLM workflow.
Set Goals, Hit the High Notes, and Measure Success in Malbek CLM
11:40 AM - 12:00 PM at Gulch I
Kari Geske
Speaker
Product Manager
Malbek
Explore how to effectively set and measure goals within your Malbek CLM solution.
- Overview of Goals: Learn how to use the goal-setting features, including setting timelines, applying filters, and defining clear, actionable goals.
- Sample Goal Sets: Discover practical examples for tracking internal efficiency, internal effectiveness on specific contract types, negotiation timelines, and clause changes.
By the end of this session, you'll have a comprehensive understanding of how to leverage goal-setting tools to track performance, drive improvements, and achieve success in your CLM journey.
Lunch
12:00 PM - 01:00 PM at SoBro III
Closing Ceremony: Stars of CLM
01:00 PM - 02:00 PM at Gulch III
Applaud excellence and join us for a spectacular finale at the "Stars of CLM" Closing Ceremony! This grand event shines a dazzling spotlight on outstanding individuals, top-notch partners, and visionary organizations that have truly rocked their CLM journey. We'll present three milestone awards, including the highly coveted Innovation in CLM, Transformation in CLM, and Visionary Leadership awards.
Don't miss this unforgettable celebration where excellence takes center stage, and we bid farewell to Envision 2024 with a symphony of accolades and appreciation. See you at the top, where the stars of CLM shine the brightest!
Solution Lounge
Dive into a hands-on collaboration session with a Malbek expert, where our consultants are your backstage crew, ready to transform your CLM vision into a hit record. Coming Soon! Pre-book your time slot to receive tailored guidance, craft workflows, and fine-tune templates that align seamlessly with your unique CLM requirements.