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CONFERENCE AGENDA

Your schedule to Reimagine

Transform your business with a knowledge-packed day of virtual networking and sessions.

Plot your course to Digital Transformation

Choose from our major event tracks: Business Trends, CLM, CPQ, and Digital Documents. Attend twenty-minute, TED Talk inspired sessions on-demand to gain insights and build your knowledge in your chosen areas. 

Outbound Sales Mistakes Even Smart Leaders Make

Consistent output, larger closed deals, satisfied salespeople, and accurate executive metrics… these are the most desired characteristics for a successful outbound sales team. But what does it take to build one? Aaron Ross, Co-CEO at PredictableRevenue.com, has spent decades training, advising, and conducting assessments of numerous outbound prospecting teams. In this session, he shares common mistakes made in designing a team and offers solutions in areas like compensation, territories/segmentation, metrics, management, and role design.

Speaker: Aaron Ross, Co-CEO, predictiverevenue.com

Evolution of Customer Success

When you think about customer success, it's easy to reduce it to one customer with one vendor or one product with one relationship. And as these units evolve in complexity and sophistication, the people, process, and technology must evolve as well. Join Justin Riek, VP of Customer Success at Conga, to understand the strategies and tactics companies use at various stages of customer success maturity to keep up with this evolution. 

Speaker: Justin Riek, Vice President of Customer Success, Conga

Commercial Agility in a Continuously Evolving Market

For many organizations, commercial agility is no longer just about gaining or maintaining a competitive advantage. Organizations must adapt to COVID-19, new regulations, pace of innovation, and customer expectations.  It has become a matter of survival. Join this session to find out how Conga's end-to-end solutions allow global corporations to further enhance their commercial processes and stay one step ahead.

Speaker: Charles Cao, EMEA Operations and Strategy, Conga

In-House Legal Departments: Overcoming Challenges and Driving Efficiency in Commercial Contracts

At the heart of a B2B transaction is the drafting, negotiation, signing, and performance of a commercial contract. This process can be laborious and time-consuming, sometimes even leading to delays in the deal cycle. Join this session to explore the nature of commercial contracts, deep dive into challenges in the contracting process, learn insights about streamlining workflows and increasing the efficiency of legal team members, and identify ways to interact with other stakeholder groups through the use of CLM.

Speaker: Maureen Ventura, Senior Corporate Counsel, Conga

Why Bots Taking Over Your Processes is Not the End of the World

Robotic Process Automation (RPA) may have been a big buzzword in 2019, but we believe it's a trend that's here to stay. Learn how Conga Orchestrate's Automation step type reduces human error and increases business efficiency. Join this session to dive into what RPA means, share more about RPA partner UiPath, and show how running processes with ‘task automation’ is good for business.

Speaker: Sayer Martin, Director of Product Management, Orchestrate, Conga

Reimagine Your Digital Transformation Journey and Climb the Maturity Curve to DX Success

Digital transformation (DX) is a top priority for many organizations. A successful DX project starts with a strategy and ends with the successful adoption of technology that allows your business to accelerate and succeed. However, making this a reality can be challenging! In this session, we will deliver a proven DX framework that enables you to discover where you are on the maturity curve and how to plan and deliver a successful DX \project from Quote-to-Cash.

Speaker: Ash Finnegan, Digital Transformation Officer, Conga

A Parallel Universe of Digital Transformation: Applying Modern Day Marketing Strategies to Your Sales Funnel 

The concept of digital transformation (DX) is not a new concept to your business. In  fact, marketing was revolutionized over 15 years ago with the new age of digital mediums to better engage with consumers. This session will cover how the marketing strategies that evolved over the past decade can be applied to the world of sales today. 

Speaker: Adam Becker, Marketing Strategy, Conga

5 Priorities for Rapid Revenue Recovery During Times of Economic Uncertainty

As the COVID-19 crisis unfolded, consumers and business buyers began to alter their buying patterns and shift to digital channels, products, and services—opening up entirely new fronts in the competition for customers. In this context, it’s not enough for businesses to reposition their brands. They can also benefit from rethinking their customer experiences, value propositions, go-to-market strategies, and operations. Join McKinsey’s Jennifer Stanley as she discusses ideas for how companies can plan to recover their revenues, return to growth, and gain agility by focusing on five fundamentals.

Speakers: Jennifer Stanley, Partner, McKinsey & Company and Sam Zayed, CRO, Conga

How to Maximize Your Investment Through User Adoption

From pre-implementation through to post-implementation, learn about the impact that knowledgeable and skilled users have on your organization's time-to-value, productivity, and the achievement of intended business results from benchmarked training industry research. 

Speaker: Natasa Koledin, Vice President of  Global Education

Unlocking Value from Sales, Pricing and Contract Data Using Machine Learning

What if you could give your organization the competitive edge with a solution that uses Machine Learning to allow best practice pricing models every time? Determining the right price range at the beginning of the sales negotiation process is both a time-consuming and knowledge-intensive process. Going in too high can put you at a massive disadvantage or even exclude you from consideration altogether. Join this session to find out how Conga uses AI in the Quote-to-Cash process to give sales teams a competitive pricing edge. 

Speaker: Sukki Sandhar, Vice President International Pre-Sales, Conga

Optimizing Sales Ops with CPQ & Conga Contracts

Today’s enterprise software market forces sales organizations to rely on multiple tools and systems, often creating overlapping capabilities and exacerbating existing silos within the business. This session explores how companies can optimize sales through effective integration of CPQ and Conga Contracts. We'll explore three scenarios orgs may face during this process, examining each in terms of technology implementation, best practices, pitfalls, and the value of a holistic approach.

Speaker: Austin Flagg, Senior Consultant, Navint

Quote-to-Contract: CPQ and Apttus CLM Integration

At the center of the Quote-to-Cash process is a truly connected quoting and contracting process. Join this session to find out how Apttus CLM integrates with CPQ to give your sales and legal teams a competitive advantage for generating quotes and negotiating contracts better and faster than ever.

Speaker: Alex Bell, Vice President, Quote-to-Cash, Uptima

Salesforce Supermums: Navigating a pandemic, parenthood and the digital world

Hear from Heather Black, Salesforce coach, equality and tech for good champion and CEO of Supermums! This session is all about the mission of the Supermums community, what it’s like working in the Salesforce Ecosystem, navigating a pandemic and what being a working mum is all about. 

Speakers: Heather Black, CEO and Founder Supermums and Michelle Brannan, Head of Training, Conga EMEA 

The CLM Market Evolution: Why Contract Lifecycle Management Has Become A Must-Have Application

Contract lifecycle management (CLM) has long been a key application for companies to effectively create and manage their contracts. But amidst the coronavirus pandemic and resulting recession, CLM has become critical in helping companies manage fast-changing business relationships. This session will discuss the past, present, and future directions of CLM and describe the expanded role it plays in helping companies turn contracts into shock-absorbers for rapid change.

Speaker: Andrew Bartels, Vice President, Principal Analyst, Forrester

Accenture Legal Transformation and Contract Remediation

Regulatory, market, and business-driven change events such as the LIBOR reform, data privacy, Brexit, and third-party risk are necessitating the identification of impacted contracts and the renegotiation of impacted terms in the coming years. In this session, Accenture’s Legal Transformation team presents insights and solutions to help unburden the Financial Service firms’ Legal function.

Speaker: Lisa Bloomberg, Principal Director, Accenture

A Look into Apttus Contract Lifecycle Management (CLM) and Beyond

Join Julie Brown, Product Marketing Director, as she walks through the latest releases of Conga's CLM products and shares what to expect throughout 2020. Learn more about Conga's vision, the latest improvements to help eliminate bottlenecks in the negotiation process, the best way to handle sensitive data from external sources with our new API External Data Fields, and how to use Sign, Grid, and Orchestrate to level-up your CLM process.

Speaker: Julie Brown, Product Marketing Director, Conga

LIBOR: How Technology Can Contribute to a Smooth Transition

With the end of 2020 and the cessation of LIBOR fast approaching, the scramble to identify and adopt new interest rate benchmarks has begun. Join Richard Robinson, Conga’s in-house financial expert, as he explores how technology can lead to a smoother and faster LIBOR transition. Richard will share how AI can assist onboarding legacy and third-party paper using a trained LIBOR library as well how to “Manage by Exception” through views, reporting, and approvals. 

Speaker: Richard Robinson, Principal Sales Engineer, Conga

A Walk Through the CLM Maturity Spectrum

Every organization is in a different phase of contract lifecycle management (CLM) maturity with different needs and goals. In this session, you will learn where your organization falls on the maturity spectrum and find out how others lay the foundation to move to to the next step in maturity. Laura Parker, a key member of the Conga Sales Engineering and Business Transformation teams, will walk through the CLM maturity spectrum and deep dive into the foundational component of authoring, which can enable your organization to reach new levels of efficiency and self-service.

Speaker: Laura Parker, Director of Sales Engineering, Conga

Self-Service Contracting: A Practical Approach

Automating the contracting process to reduce costs and maximize value is pressure the office of the general counsel constantly experiences. Increasing self-sufficiency in contract management is critical to achieving these goals. Join this session to identify the two areas of self-service to focus on in the contracting process, what to report on to better understand legal operations success, how to drive standardization of language and better manage risk, and when and where to use machine learning.

Speaker: Pam Phillips, Senior Vice President & Deputy General Counsel, FIS

A Look into Conga Contracts for Salesforce and Beyond

Join Pete Castro, Director of Product Management, as he walks through the latest releases of Conga's CLM products and shares what to expect throughout 2020. Learn more about Conga's vision, the latest improvements to help eliminate bottlenecks in the negotiation process, the best way to handle sensitive data from external sources with our new API External Data Fields, and how to use Sign, Grid, and Orchestrate to level-up your CLM process.

Speaker: Julie Brown, Product Marketing Director, Conga

Antidotes to the Top Ten Pitfalls of Contract and Commercial Management

Do you know how much money a typical corporation loses each day through under-performing contracts? Join Paul Branch, COO at the International Association for Contract and Commercial Management (IACCM), to learn the top 10 most common pitfalls and recurring issues that reduce the value in contracts. Paul will show how the application of IACCM Principles and Standards can help stem this leakage, dramatically increasing deal velocity.

Speakers: Paul Branch, COO, IACCM

Streamline Your CLM Process with Contract Architecture

The organization of contract language often leads to friction, but when done right it can lead to increased speed and efficiency. Join this session to learn how to create effective structures and clause taxonomy while spending less time creating, reviewing, negotiating, and executing contracts. Topics include how to save time while managing clauses, tips to create fewer hiccups with effective contract architecture, ways to leverage best practices in your process, and a snapshot into Conga’s new Clause Library.

Speaker: Lauryn Haake, Founder and President, Qualitas Consulting

Streamline eSignature: Getting to Know Conga Sign

Don't get all the way through your document, quoting, or contract processes only to be slowed down by changing software in the final stage. Speed up your document execution with Conga Sign, the easy-to-use eSignature solution that centralizes your transaction management with Conga while saving you time and money. Join this session to learn how Conga Sign fits with your Salesforce-centric CPQ, CLM or DocGen solution.

Speaker: Kristen Ditsch, Product Marketing Manager, Conga

Adobe CLM Success: Changing the World Through Digital Experiences and Negotiations 

Digital transformation has become the mandate for executives in every boardroom across the globe. To compete and win today, businesses need to provide a world-class, end-to-end digital experience across every touchpoint — including contract management. Join Matt Paquette, Sr. Manager of Global Contracts at Adobe Inc. for a look at the Marketo-Adobe acquisition, CLM success with Conga, and what's next for the Adobe Legal department.

Speaker: Matthew Paquette, Sr. Manager, Global Contracts, Adobe Inc. and Mark Williams, Product Manager, Conga

Negotiate, Sign, and Done: How eSignature complements CLM

In every contract workflow, the last hurdle to clear before reaching the finish line is signing on the dotted line. However, there are times when you run into delays and issues. With effortless eSignature, you can quickly and securely capture electronic signatures to keep business moving. Join Brittany Lees, Sr. Business Analyst at Health Catalyst, as she shares her transformation story. 

Speaker: Brittany Lees, Sr. Business Analyst, Health Catalyst and Bobby Johnson, Product Manager, Contracts for Salesforce, Conga

Up and Running with Conga Sign for CLM in Minutes

Within hours announcing Apttus' acquisition of Conga, the Apttus Sales Engineering team installed Conga Sign in their demo orgs. The team worked through its easy-to-use UI to get the eSignature solution configured and ready to send Apttus CPQ and Apttus CLM documents for signature. In this session you'll learn how the Apttus Solutions Engineering team was able to install and configure Conga Sig, their experience in connecting Conga Sign to their existing CPQ and CLM solutions, and recommendations for how to roll out Conga Sign to your teams.

Speaker: Bob Sprague, Strategic Sales Engineer, Conga

Sustaining a Competitive Advantage through Effective Contracting

A fundamental shift is taking place for companies looking to sustain a competitive advantage as they are now launching integrated digital transformation programs, with contracts taking center stage. Join Mauro Caputi, CRO at Mainspring, for a session on trends to improve your chances of CLM success during a time when businesses are turning to CLM to turbocharge their next-generation operating model.

Speaker: Mauro Caputi, Chief Revenue Officer, Mainspring

Transformational CLM: Taking Your Implementation from Installation to Transformation

Purchasing a CLM tool presents a unique opportunity to reevaluate your contracting process, strategy, and operations. This session highlights key transformational considerations as organizations implement or seek to enhance their CLM platform usage through real-world examples and helpful tips on how to set the stage for contracting transformation in your organization. The session will cover topics such as initiation/intake standardization, prioritization, escalation approaches, and how to identify self-service opportunities to achieve the most common intended benefits, while addressing what are often perceived as procedural risks when seeking to introduce these changes.

Speaker: Wafik Guirgis, Managing Director & Practice Group Leader of Legal Technology + CLM, HBR Consulting

Bol.com: CLM Journey of a Dutch e-commerce giant

Constantly experiencing growth since it’s founding, Bol.com is among the most popular (web)shops in the Netherlands and Belgium. Bol.com came to Conga in 2018 looking to digitally transform their contract lifecycle management. 

In this session, Conga Customer Success Manager, Sofia Reimchen, will cover what made bol.com choose Conga ahead of other solutions and how we’ve helped to improve the quality of their data accuracy and reporting. This session will also include some of the best Conga contract features used by bol.com, the challenges they faced and what digital transformation means to their company operating in the new normal.

Speaker: Christian Bercz, Head of Contract and Supplier Management, Bol.com

Better Together: Why CPQ + CLM = QT-Three!

Quote-to-Cash is the union of CPQ and CLM in the Middle Office, but really it is more than that. Join Conga’s VP of Product Marketing, Jackie Palmer, as she walks through how one plus one equals three with Quote-to-Cash (QTC). Learn more about the Middle Office, the benefits you can get from QTC, and hear how customers are leveraging QTC today.


Speaker: Jackie Palmer, VP Product Marketing, Conga

A Look Into Apttus CPQ and Beyond

Adam Breakey, Product Marketing Director, will walk through the latest releases of Apttus CPQ (Configure, Price, Quote) and share what to expect throughout 2020. Learn more about Conga’s vision, performance improvements, and how Conga helps customers achieve commercial excellence by empowering their sales teams to sell more effectively with less time.

Speaker: Adam Breakey, Product Marketing Director

Streamline eSignature: Getting to Know Conga Sign

Don't get all the way through your document, quoting, or contract process only to be slowed down in changing software at the final stage of the process. Speed up your document execution with Conga Sign, the easy-to-use eSignature solution that centralizes your transaction management with Conga. 

Speaker: Kristen Ditsch, Product Marketing Manager, Conga

Commercial Agility in a Continuously Evolving Market

For many organizations, commercial agility is no longer just about gaining or maintaining a competitive advantage. Organizations must adapt to COVID-19, new regulations, pace of innovation, and customer expectations.  It has become a matter of survival. Join this session to find out how Conga's end-to-end solutions allow global corporations to further enhance their commercial processes and stay one step ahead.

Speaker: Charles Cao, EMEA Operations and Strategy, Conga

 Unlocking Value from Sales, Pricing and Contract Data Using Machine Learning

What would be the value of rebuilding your revenue operations with all the information you have collated to date?  Sales leaders need to know what worked and what didn’t historically without having to manually trawl through huge amounts of data to get that information. But what if you could help your sales teams by providing them with a solution that uses Machine Learning to allow best practice pricing models every time, giving them a competitive edge?   Determining the right price range at the beginning of the sales negotiation process is both a time-consuming and knowledge intensive process; getting it right at the start manages expectations with the prospect, but if you go in too high, can also put you at a massive disadvantage or even exclude you from the process altogether. Join this session to find out how Conga uses AI in the Quote-to-Cash process to give sales teams a competitive pricing edge

Speaker: Sukki Sandhar, Vice President International Pre-Sales, Conga

CPQ and CLM Transformation Readiness

Learn from PwC’s experience! Romit Dey, Amit Dhir, Aparna Venkataraman, and Ryan Kim hold a CPQ track discussion on their strategies and techniques in preparing for Middle Office transformations.  They’ll drill down into their areas of expertise - pricing strategy, front office cloud technologies, and CPQ readiness - to address what success looks like, how to avoid common pitfalls, and best ways to use leading technologies in the marketplace from an end-to-end perspective.

Speakers: Romit Dey, XaaS Transformation Lead, PwC, Amit Dhir, Pricing Strategy & Operations Lead, PwC, Aparna Venkataraman, Front Office Transformation Cloud Technology Lead, PwC, and Ryan Kim, Front Office Transformation CPQ Lead, PwC
 

CPQ Deployment Challenges: A Success Journey 

Journey across three complex CPQ use cases driven by lessons learned: 1) a must for manufacturers - complex product cost calculations for accurate quote, pricing, and analytics; 2)  a nightmare to avoid - moving around instances and preserving config records and object relationships; and 3) going global - multi-currency, multi-lingual, change management, and other proven best practices. Learn how this journey transformed commerce from SAP legacy to Apttus CPQ!

Speakers: Christelle Aponte, Director, Enterprise Services, ForeFront, Kelly Friedlander, Q2C Account Executive, ForeFront

The Role of CPQ in Creating Customer-Centric Renewals that Drive Subscription Businesses

Selling to existing customers has never been more important as businesses seek to drive more reoccurring revenue. In addition, while renewals for subscription-based businesses are central to succes, creating a renewal quote can be complex and risk creating a poor customer experience. In this session, learn how Thomson Reuters successfully modernized their quoting solution to provide a great customer experience for their subscription business through a focus on automation, commercial simplification, and sale rep productivity.

Speakers: Julie Bretoi, Chief Product Owner, Order Capture “CPQ”, Thomson Reuters and Adam Breakey, Product Marketing Director, Conga

Top 5 Tips for Rapid Time-to Value and Maximizing Revenue

Check out an interview between Tim Fraser, VP of Strategy Consulting for QTC at Forsys, and Adam Breakey, Product Marketing Director for CPQ at Conga, as they talk about the top 5 key areas of focus to ensure CPQ program success. As a long-trusted partner of Apttus, learn how Forsys is helping clients get rapid time-to-value and maximize revenue from investments. 

Speakers: Tim Fraser, VP of Strategy for Q2C, Forsys and Adam Breakey, Product Marketing Director

Getting to Know Digital Documents: Composer 101

Implementing and expanding digital document creation across your organization has never been easier. Use the data you already store in Salesforce, along with Conga Composer's powerful automation capabilities, to fast track your document generation process. This session covers the ins and outs of the Composer product and shares how teams gain document consistency, efficiency, and accuracy for more productive work throughout your business.

Speaker: Courtney Finger, Sr. Product Marketing Manager, Conga

Get Started Optimizing Business Documents: Lead to Cash Use Cases and Beyond

Conga offers powerful document generation applications that help teams deliver documents throughout the lead-to-cash process for new sales and existing sales. Join this session to learn how Composer creates beautifully branded documents, drives Salesforce activities, integrates with Conga Sign, and streamlines new and existing business activities throughout sales and renewal processes. 

Speaker: Brian Farr, Director of Product Management, Conga

Optimize Seller and Customer Experience with Digital Documents

Join Lindsay Baskervill, Sales Operations & Deal Desk Manager at Metabolon, as she shares how Conga products, like Composer, enhance business acceleration and improve the prospect-customer experience. Learn how Lindsay has expanded use cases to increase ROI and save time throughout her company. Examples in this session include product configuration customization, improving customer experience to accelerate deal closure, the Quote-to-Cash initiative and use of automation, and integrating with Conga Sign.

Speaker: Lindsay Baskervill, Sales Operations and Deal Desk Manager, Metabolon

Automation: Let Digital Documents Do the Work for You

Unleash the full potential of Composer with Batch and Trigger add-ons that automate document production and delivery. Use Batch to create and send many documents en masse with document scheduling. Boost productivity and automate workflows with Trigger by creating and delivering documents automatically. See Batch and Trigger in action during this session as we share use cases and customer examples.

Speaker: Kelly McCamley, Product Owner, Conga

From Weeks to Minutes: How National Geographic Automates Document Creation

Join Kate Russell, Manager of Salesforce Applications at National Geographic, to learn how she automates the grant funding program with Conga Composer, Batch, and Trigger. She'll discuss how Batch took grant overview prep time from 10 days to 2 hours, how Trigger ensures all grant awardees are automatically sent the correct documents, and how National Geographic is looking to expand use cases in the future.

Speaker: Kate Russell, Manager, Salesforce Applications, National Geographic

Streamline eSignature: Getting to Know Conga Sign

Don't get all the way through your document, quoting, or contract process only to be slowed down in changing software at the final stage of the process. Speed up your document execution with Conga Sign, the easy-to-use eSignature solution that centralizes your transaction management with Conga. 

Speaker: Kristen Ditsch, Product Marketing Manager, Conga

Leveraging Conga Sign to Manage Your Salesforce Data

Accelerate your sales process by offering a fast, secure, compliant, and fully branded way to sign documents for eSignature. With Conga Sign writeback tags, you can collect and update data to your associated Salesforce record as part of your signing process. In this session, we will review Conga Sign writeback tags, provide a quick tutorial of how to add them to a document sent with Conga Sign, and share successful customer use cases.

Speaker: Boyd Butler, Sr. Product Manager, Conga

Take Proposals to the Next Level: Building Automated Proposal Management

Tired of seeing the same errors in your proposals over and over? Then this is the session for you. Join Kristen Ditsch, product marketing manager, to learn how to reduce errors and further automate your end-to-end proposal processes. When it comes to time consuming and monotonous work, automating repetitive tasks is key. Learn to streamline your proposal process with beautifully branded assets, seamlessly integrate eSignature for a streamlined solution, and gain actionable takeaways for how to automate your proposal process.

Speaker: Kristen Ditsch, Product Marketing Manager, Conga

Maintel’s Digital Transformation Story

Join Jay Hancock, Director Of Sales Operations at Maintel, who will be talking about how Maintel started from scratch with their digital transformation journey.  Check out this session to hear about the key challenges that start a transformation project, how to get buy-in from stakeholders in your business, the benefits of a digital transformation project, and tips on continuing the journey post project.

Speakers: Jay Hancock, Director Of Sales Operations at Maintel and Pete Walker, RVP of Conga

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Hands-on
learning and more

 There’s more to see, do, and learn outside of the keynotes and breakout sessions! See solutions in action, meet with experts to work through your specific use cases, and network with other attendees.

     

    • Solution stations: Book a one-on-one session with Conga technical experts to optimize new use cases or troubleshoot an existing one.
    • Demo stations: Get a behind-the-scenes look at our solutions and how you can put them to work in your organization.
    • Education services: Meet with our education experts to learn about our training offerings and receive an exclusive discount.
    • Professional services: Visit the Professional Services booth to learn how we can get you up and running quickly to ensure you get the rapid results and time-to-value you expect and deserve.
    • Content library: One stop to find industry and product-related resources, including data sheets, white papers, guides, and more.
    • Networking lounge: Request to chat with like-minded peers and Conga team members to make professional connections. 
    • Chat: Reach out to Conga team members at any point during the event with questions or for guidance.