DocuSign MOMENTUM 2015 User Conference
Accelerate Your Digital Transformation
March 10th-12th, 2015
San Francisco, CA
Westin St. Francis
Union Square
Grand Hyatt
DocuSign MOMENTUM ‘15
Join industry leaders transforming their
businesses by going fully digital
Conference includes
• 25+ CxO-level keynote speakers
• 90+ breakout speakers
• 20+ sponsors
• DevCon conference
• Networking receptions & party
March 10th-12th, 2015
• San Francisco (Westin St. Francis,
Union Square, Grand Hyatt)
• Keynotes start Wed, 3/11, 9:00 AM
Take a look at last year’s MOMENTUM’14
What Attendees Say:
“Dynamic, high energy, and informative.”
“The best conference I’ve attended in years!”
“MOMENTUM exceeded my expectations on every level.”
Momentum ’15 Agenda
When you’re on
your Mobile Device
– download the
DocuSign Events
app to get the
MOMENTUM’15
Agenda and more!
Tuesday, March 10th
Thursday, March 12th
9am5pm
DSU Training – 3 Sessions
(Westin St. Francis)
8-9am
Breakfast (Partner Pavilion)
8-9am
Breakfast (Partner Pavilion)
Lunch
(10:30am break)
Opening Keynote including
featured Guest Speakers
(Westin St. Francis)
9-11am
12-1pm
9am12pm
Morning Keynote including
featured Guest Speakers
(Westin St. Francis)
121:30pm
Lunch (Partner Pavilion)
11am12pm
Breakout Sessions
(Grand Hyatt)
1:304:30pm
Breakout Sessions
(Grand Hyatt)
121:30pm
Lunch (Partner Pavilion)
4:305:30pm
Afternoon Keynote including
featured Guest Speakers
(Westin St. Francis)
1:304:30pm
Breakout Sessions
(Grand Hyatt)
5:30-7pm Reception (Partner Pavilion)
4:305:30pm
Closing Keynote
(Westin St. Francis)
5:307pm
Closing Party
(Westin St. Francis)
5:307pm
username=docusign
password=godtm15
Wednesday, March 11th
Welcome Reception
(Partner Pavilion)
7-11pm
Party featuring James Gang
(Ruby Skye)
25+ CXO-Level Keynote Speakers at the Westin St. Francis
90+ Executive Level
Breakout Speakers
at the Grand Hyatt
Partner Pavilion in
Tented Union Square
Wednesday
March 11
Breakouts by Industry or Department
Breakouts for the DocuSign User or Admin
Breakout 1
1:30-2:15PM
DocuSign drives
straight-through
processing in
Wealth
Management
Digital Day in the
Life: Global
Biopharma and
DocuSign
Technology
Firms Gain a
Competitive
Advantage
through
Innovation with
DocuSign
Oil and Gas:
Industry Trends
and the Move to
Digital
Devouring Our
Own Dog Food,
#bestpractices
Westgate
Resorts Goes
Fully Digital
Of Course It's
Legal
Partner Session
Breakout 2
2:30-3:15PM
Care
Coordination
and E-consents:
Improving the
Patient
Experience
Optimizing
DocuSign with
Salesforce.com
IntelliCap
AIG
Partner Session
Mobile Best
Practices
Business Insights
Through
Reporting
Partner Session
Breakout 3
3:30-4:15PM
Leading
Insurance
Agencies
Leverage
DocuSign to
Drive
Profitability
DocuSign for
Healthcare: The
Roadmap to
Success
Sales Best
Practices:
Accelerate the
Sales Cycle by
Leveraging
DocuSign across
the Enterprise
Drive More
Towards Mission
Critical Programs
and Services
Inside Track with
the DocuSign
Product
Management
Team
DocuSign for
Microsoft
Raising the
Standards of the
Digital Globe
Partner Session
Located at the Grand Hyatt
Thursday
March 12
Breakouts by Industry or Department
Breakouts for the DocuSign User or Admin
Breakout 4
11:15-12:00PM
Core Automation
Processes in
Insurance
Integrate DocuSign
Intel's Digital
Transaction
Management
Strategy
Streamlining
Modern HR Best
Business Processes Practices with
across Multiple
DocuSign
Technology
Platforms
New
Administration
Experience
Securing Your
Cloud
Infrastructure
Accelerating Your Partner Session
Success with
DocuSign Adoption
Best Practices
Breakout 5
1:30-2:15PM
Best Practices for
Reducing Cycle
Time with
DocuSign for Life
Sciences
Sales Best
Practices: Increase
Customer
Retention and
Loyalty with
DocuSign
Take Your Legal
Agile Insurance:
Department Digital How Agents,
Brokers and
Carriers Keep
Business Digital
New DocuSign
Experience
Becoming a Digital
Hero
Take DocuSign for
Salesforce to the
Next Level
Supercharge your
business processes
with Nintex
Workflow and
DocuSign
Breakout 6
2:30-3:15PM
DocuSign Digitizes
Life Insurance
Binding and Policy
Delivery
Transforming Legal Optimizing Your
Operations with
Supply Chain: Best
Yahoo!
Practices from
Global
Procurement
Leaders
DSU 101: Applying
Template
Fundamentals
Partner Session
Demystifying
Digital Signatures
and the Global
Trust Network
Novatus: Paperless
Procurement with
Automated
Contract Lifecycle
Management
Breakout 7
3:30-4:15PM
Refocus
Delight Your
Administrative
Constituents with
Time and Money
DocuSign
on Value-Add
Strategic Initiatives
DSU 201:
Leveraging Bulk
Send and
Powerforms
Contribute to the
Design Thinking for
the New
Administrative
Experience
DocuSign for
Salesforce
Highlights and
Hints
Partner Session
Located at the Grand Hyatt
IT as a
Transformation
Agent: Promoting
and Managing
Change with
DocuSign
Post-execution
Management of
Financial Assets
Time
Track
Industry/
Department
Wed
1:30 PM
User
Company
Scarbrough Financial
DocuSign drives straight-through processing in Edward Jones
Wealth Management
Hanson McClain Advisors
DocuSign
Digital Day in the Life: Global Biopharma and Allergan
DocuSign
AstraZeneca
Technology Firms Gain a Competitive
Arise Virtual Solutions
Advantage through Innovation with DocuSign Infor
Oil and Gas: Industry Trends and the Move to
Chevron
Digital
Speaker
Pamela Schmitz
Dave Scheffer
Barry Chapman II
Andy Wang
Elizabeth Southerland
Tom Smolko
Brandon Eisaman
Rick Butgereit
Title
LPL Financial Advisor
Director of Operations
Director of IT
Director, Financial Services Solutions
Director, Platform and Application Services
Associate Director, Strategic Sourcing
Business Operations Analyst
VP, Global Partner Operations
Ron Kiskis
Management Consultant, Former President of Chevron Oronite
Devouring Our Own Dog Food, #bestpractices DocuSign
Eric Johnson
CIO
John Willman
Russ Ramski
Steve Bisbee
Reggie Davis
VP of Mortgage Services
VP of Business Development
President and CEO
Chief Legal Officer
Session Name
Westgate Resorts Goes Fully Digital
Of Course It's Legal
Partner Session
Industry/
Department
Wed
2:30 PM
User
Cedars-Sinai Medical Center
Care Coordination and E-consents: Improving
Cedars-Sinai Medical Center
the Patient Experience
Childrens Hospital of LA (CHLA)
Childrens Hospital of LA (CHLA)
Prosper Healthcare Lending
Optimizing DocuSign with Salesforce.com
DocuSign University
IntelliCap
AIG (Placeholder)
Partner Session
DocuSign
Mobile Best Practices
DocuSign
Business Insights Through Reporting
Partner Session
Leading Insurance Agencies Leverage
DocuSign to Drive Profitability
Industry/
Department
Wed
3:30 PM
User
Westgate Resorts
Informa Software
eOriginal
DocuSign
DocuSign for Healthcare: The Roadmap to
Success
DocuSign
Safeco
ABD Insurance & Financial Services, Inc.
Clear Link Insurance Agency
Warwick
H.D. Smith
H.D. Smith
QTC, a Lockheed-Martin Company
Sales Best Practices: Accelerate the Sales
Cycle by Leveraging DocuSign across the
CDK.com
Enterprise
Drive More Towards Mission Critical Programs
and Services
Inside Track with the DocuSign Product
DocuSign
Management Team
DocuSign
DocuSign for Microsoft
DocuSign
Managing Director
Raising the Standards of the Digital Globe
Vice President and Head of Platform
Director
Partner Session
Jenny Lester
Mohamed Elmallah
Maulik Vachhani
Corey Crellin
Justin Craig
Associate Director of Gynecologic Clinical Trials, Gynecologic
Oncologist
Senior Research Project Advisor, Women's Cancer Program
Manager of Enterprise Applications and Architecture
Applications Architect
Sr Operations Manager
Product Trainer
Damon Dean
Ashley Carroll
Sr Director, Mobile Product Management
Sr Director, Product Management
Busy Cummings
Dave Kopetsky
Brent Rineck
Joe Orr
Keith Savino
Sue Thompson
Kyle Ortman
Terry Ehrhard
Sales Manager, Corporate Sales
AVP Online Experience
CIO
President/Consultant
CEO
Senior Manager Enterprise Quality Assurance
Help Desk Supervisor
Director of Software Development
Patti Spellman
Project Manager, Sales Operations
Dr. BJ Rimel
Product Management
Team
Jamie Bothwell
Lahini Arunachalam
Rena Mears
Jason Zann
Arden Bement
Product Management Team
Director, Partner Marketing
Sr Product Manager, Partners
BuckleySandler, LLP
RiskIQ
Global Policy Research Institute, Purdue University
Time
Track
Session Name
Core Automation Processes in Insurance
Integrate DocuSign
Industry/
Department
Thurs
11:15 AM
Intel's Digital Transaction Management
Strategy
Streamlining Business Processes across
Multiple Technology Platforms
Modern HR Best Practices with DocuSign
New Administration Experience
Securing Your Cloud Infrastructure
User
Accelerating Your Success with DocuSign
Adoption Best Practices
Partner Session
Best Practices for Reducing Cycle Time with
DocuSign for Life Sciences
Sales Best Practices: Increase Customer
Retention and Loyalty with DocuSign
Industry/
Department
Take Your Legal Department Digital
Agile Insurance: How Agents, Brokers and
Carriers Keep Business Digital
New DocuSign Experience
Thurs
1:30 PM
Becoming a Digital Hero
User
Take DocuSign for Salesforce to the Next
Level
Supercharge your business processes with
Nintex Workflow and DocuSign
DocuSign Digitizes Life Insurance Binding and
Policy Delivery
Industry/
Department
Thurs
2:30 PM
User
Company
DocuSign
Nationwide
Am Fam
Intel
Intel
Wind River
Speaker
Hasan Imam
Cheryl Thompson
Steven Reinke
Jessica Kaltenbach
James Bland
Matt Lawrence
Title
Sr Director, Vertical Solutions, Customer Success
AVP, Sales Automation Strategy and Design, P&C Sales
IT Applications Technology Systems Specialist
DocuSign Program Manager, PMP
Senior Systems Integrator
VP, Worldwide Business Applications
Host Hotels and Resorts
Ashish Bhatia
Director of IT
Glanbia Foods
Tony Woods
Senior Human Resources Manager
San Diego Zoo
DocuSign
DocuSign
Steisha Ponczoch
Amy Sharples
Tom Pageler
Human Resources Manager
Sr Product Manager, Platform
CISO
DocuSign
Eric Fleischman
Chief Architect
DocuSign
HP
SVB
Telstra
Rob Desroches
Pamela Richards
Daniel Estrada
Carlo Platania
VP, Global Consulting Services
DocuSign University
Justin Craig
Product Trainer
Reed Construction
Wyndham Vacation Ownership
NetApp
NetApp
Erik Haarstad
Annie Roberts
Connie Brenton
Emily Stoddard Teuben
CFO
VP, Administrative Operations
Chief of Staff/VP Legal Ops
Sr Legal Operations Manager
SanDisk
Shannon Heward
DocuSign Lead (Legal Ops)
DocuSign University
DocuSign
DocuSign
DocuSign
Exxon
Harley Davidson Financial
Intel Security
Patrick Lyon
Hasan Imam
Michael Strickland
Ella Dillon
Mike Mealey
Renee Gubler
Jessica Kaltenbach
Product Trainer
Sr Director, Vertical Solutions, Customer Success
Sr Product Manager
VP, Customer Support
Business Planning Analyst
Business Consultant
DocuSign Program Manager
DocuSign
Dan Reid
Director, Product Management
Leslie Kitz
Sean Fiene
Mike Fiascone
Steven Reinke
Paul Hirner
Jeff Franke
Product Marketing Manager
Technical Evangelist
Enterprise Account Executive
IT Applications Technology Systems Specialist
CEO
Director of Global Legal Operations
Nintex
Nintex
DocuSign
Am Fam
ThinkSmart
Transforming Legal Operations with Yahoo!
Yahoo
Nevada Department of Transportation
Optimizing Your Supply Chain: Best Practices
(NVDOT)
from Global Procurement Leaders
Microsoft
eOriginal
Post-execution Management of Financial
De Lage Landen
Assets
DocuSign
DocuSign University
DSU 101: Applying Template Fundamentals
DocuSign
Partner Session
Demystifying Digital Signatures and the Global DocuSign
Trust Network
Senior Online Product Manager
DocuSign Product Manager
Teresa Schlaffer
Business Process Analyst
Bryan Giuliani
Steve Bisbee
Dominic Liberatore
Joe Higuet
Patrick Lyon
Ryan Cox
Marshall Nam
Senior IT Program Manager
CEO
General Counsel
Partner Account Manager, Business Development
Product Trainer
VP, Product Management
Sr Product Marketing Manager
Inking the Deal with Novatus: Paperless
Procurement with Automated Contract
Lifecycle Management
Refocus Administrative Time and Money on
Value-Add Strategic Initiatives
Industry/
Department
Thurs
3:30 PM
User
Delight Your Constituents with DocuSign
IT as a Transformation Agent: Promoting and
Managing Change with DocuSign
DSU 201: Leveraging Bulk Send and
Powerforms
Admin Interactive Session - Contribute to the
Design Thinking for the New Administrative
Experience
DocuSign for Salesforce Highlights and Hints
Partner Session
Novatus
Ryan Tohill
Alliance Manager
Alameda County
City of Weatherford
Howard Hill
Justin Harper
IT Manager
Information Technology Specialist
Avanade
Darcey McAllister
Program Manager
DocuSign University
Patrick Lyon
Product Trainer
DocuSign
DocuSign
DocuSign
DocuSign University
Amy Sharples
Laura Zinssmeister
Michelle Kosterich
Sr Product Manager, Platform
UX Designer
UX Research
Product Trainer
Party Featuring The James Gang Band at Ruby Skye
Special Appearance by Tim Stiles
Wednesday – March 11th, 7pm-11pm
50 millions users worldwide trust DocuSign for eSignature &
Digital Transaction Management
100,000 customers
188 countries
43 languages
50,000 new users every day
750,000 documents containing 3.5M pages every day
60% of documents are completed within 1 hour
85% of documents are completed within 1 day
100% legal defensibility record
2014 Glassdoor “Best Place to Work” award
Who uses DocuSign… Leaders around the world including
10 of the top 15 US Technology Companies
10 of the top 15 US Financial Services Companies
13 of the top 15 US Insurance Companies