• San Francisco//
    March 4-6

    YOUR DIGITAL TRANSFORMATION STARTS HERE

  • San Francisco//March 4-6

    3 DAYS OF UNPARALLELED DISCOVERY AND NETWORKING

  • San Francisco//March 4-6

    HEAR FROM WORLD-CLASS SPEAKERS

  • //why attend

    Lead the charge, keep it digital

    Although businesses have saved millions of dollars by switching their legacy processes to digital, their journey to becoming 100% digital has only just begun. DocuSign MOMENTUM 2014 will gather industry luminaries and forward thinkers from around the globe for a fast-paced and entertaining exchange of ideas about how to expand and integrate digital processes. Between keynotes, breakouts, demos and conversations, you'll bring home actionable strategies to help cut costs, conserve resources and make your company truly unstoppable.

    3 days of unparalleled discovery and networking

    It is said that the density of innovative companies in San Francisco creates a fluidity of idea sharing between them. Smack in the middle of this idea sharing hub is Union Square and the world-class Westin St. Francis Hotel - a legendary landmark that has been a magnet for locals and visitors for more than a century.



  • Tangible ideas -
    actionable strategies

    While the benefits of being a 100% digital company are easy to imagine (millions of dollars in costs reinvested back into the company, for example), the hard part is the how. Exactly how do you remove all the faxing, scanning, data entry, and paper and get your systems, processes and departments working together seamlessly in the cloud? That's why we created the DocuSign MOMENTUM Conference.

    Actionable
    Strategies

    Everybody loves a shortcut. Borrow the wise approaches of other company leaders who've put their digital vision into action.

    Best
    Practices

    Learn from triumphs (and the mistakes) of others and gather best practices that have consistently shown results.

    Product
    Test Drives

    DocuSign's sophisticated partners form the backbone of the digital transformation. Give their products a try.

    Lasting
    Connections

    Build enduring relationships with smart, savvy, forward-thinking leaders.

  • It's not just a conference,
    it's a community

    At DocuSign MOMENTUM 2014, you're not just buying a seat to the show; you'll join over 1,500 other forward-thinking business leaders from all over the world exchange ideas about how to save money and improve productivity. Product experts will take you through hands-on training, industry luminaries will share their visions for what could be. You'll mix. You'll mingle. You'll expand the world of possibilities and return home rich with ideas. 

//Agenda

3 days of unparalleled discovery and networking

It's still early and some events have yet to be confirmed. Here is a sample of some of the exciting speakers, amazing breakout sessions and social events that you will find at DocuSign MOMENTUM 2014.
1

Tuesday, March 4th

2:00PM – 9:00PM
Registration Open
6:00PM – 9:00PM
Opening Reception

Partner Pavilion & DocuSign Experience

2

Wednesday, March 5th

7:30AM
Registration Open
7:30AM - 8:45AM
Breakfast

Partner Pavilion & DocuSign Experience

8:45AM – 10:35AM
Keynote Speakers

Keith Krach, DocuSign
Tom Gonser, DocuSign
Parker Harris, Salesforce.com
Zach Nelson, NetSuite
Sanket Akerkar, Microsoft

10:35AM - 11:10AM
Break

Partner Pavilion & DocuSign Experience

11:10AM - 11:45AM
DocuSign Technology Showcase

Matt Malden, DocuSign
Grant Peterson, DocuSign

11:45AM - 12:10PM
Guest Speaker

Alexis Ohanian, Best Selling Author

12:10PM - 12:45PM
Break

Partner Pavilion & DocuSign Experience

12:45PM - 1:45PM
Networking Luncheon
1:45PM - 2:30PM
Breakout Sessions
2:30PM - 3:00PM
Dessert Break

Partner Pavilion & DocuSign Experience

3:00PM - 4:45PM
Breakout Sessions
5:00PM - 5:45PM
"Digital Transformation Panel"
Dustin Grosse, Chief Marketing Officer, DocuSign

Featuring
Mary Meeker, Kleiner Perkins Caufield & Byers
Anthony Norris, FedEx
RG Conlee, Xerox
Jim Lundy, Aragon Research

5:45PM - 6:00PM
Special Guest Keynote

Roxanne Joyal, Me To We

6:00PM - 7:30PM
Reception

Partner Pavilion & DocuSign Experience

8:00PM - 11:00PM
Party at Ruby Skye

Surprise Actor and Comedian
Followed by The James Gang

3

Thursday, March 6th

7:30AM
Registration Open
7:30AM - 9:00AM
Breakfast

Partner Pavilion & DocuSign Experience

9:00AM – 9:45AM
Customer Success Panel

Cheryl Thompson, Nationwide
Bryan Brittingham, Silicon Valley Bank
Elizabeth Southerland, Allergan
Roger Erickson, DocuSign

9:45AM - 10:00AM
Keynote Speaker

John Hinshaw, Hewlett-Packard

9:55AM - 10:25AM
"The C-Suite" Panel

Hosted by Jeff Hayzlett

10:30AM - 11:00AM
Break

Partner Pavilion & DocuSign Experience

11:00AM - 12:00PM
Breakout Sessions
12:00PM - 1:30PM
"Birds of a Feather" Luncheon
1:30PM - 2:30PM
Breakout Sessions
2:30PM - 3:00PM
Break

DocuSign Experience

3:00PM - 4:00PM
Breakout Sessions
4:00PM - 4:45PM
Closing Product Keynote

Grant Peterson, DocuSign

4:45PM - 5:00PM
Closing DocuSign MOMENTUM 2014 Keynote

Neil Hudspith, DocuSign

5:00PM - 5:30PM
Wine & Cheese Closing Reception

DocuSign Experience

The breakout proposals we received from customers were truly groundbreaking. Join us at DocuSign MOMENTUM 2014 for 36 breakouts and hear from DocuSign customers across multiple industries. With 36 of them, there will, no doubt, be plenty of sessions that are directly relevant to your business.
1

// WEDNESDAY, MARCH 5th

1:45PM - 2:30PM
PRESENTED BY

Best Practices in Wealth Management for Advisors, Broker/Dealers and Clients

A primary goal of wealth management firms is to build and protect retirement nest eggs. Baked into that goal is a need for compliance, top-level security and white glove client service. That's what prompted two industry leaders to ditch their paper-based processes in favor of digital. Learn about the impact of DocuSign at Pershing, enabling straight-through processing in a mobile-first environment so that advisors can focus on growing their portfolios and deepening client relationships. Hear how Transamerica Retirement Solutions accelerated workflows and delighted clients across the country by implementing DocuSign in their 401(k) and 403(b) rollovers. The trust and efficiencies gleaned by transitioning to a paperless strategy have transformed these businesses.

VIEW THE DETAILS
PRESENTED BY
Pershing

Laura Gelchie,
VP of Client Transition Team

LinkedIn

Transamerica

Brad Norton,
Business Analyst

LinkedIn

DocuSign for Salesforce and Mobile Productivity With Salesforce1

Companies around the world are using Salesforce to connect with customers, employees and partners. With the recent introduction of Salesforce1, making these connections is easier and more powerful than ever before. Hear how companies are using DocuSign alongside Salesforce to close their deals faster and, as a result, are recognizing an incredible return on their Salesforce investment. You'll learn tips and tricks directly from product experts in addition to tangible best practices for DocuSign for Salesforce customers. The SF Chronicle will speak about using DocuSign for Salesforce for in-person signing using templates and contracts with the iPad app.

VIEW THE DETAILS
PRESENTED BY
Salesforce.com

San Francisco Chronicle

Melorie Acevedo,
Vice President of Information Technology

LinkedIn

eSignature Legality 101: Why Your Legal Team should be DocuSign's Biggest Champion

Ready to be the next eSignature champion for your business? Arm yourself with the knowledge to take on the legal and regulatory skeptics inside your organization and turn them into fellow DocuSign champions. Hear directly from DocuSign Chief Legal Officer Ken Moyle, who has influenced and helped write eSignature law around the world, on how DocuSign's eSignature solution is as, or more, legally enforceable than signing with pen and paper. Also joining this session will be Margo Tank, Partner with BuckleySandler LLP and co-author of The Law of Electronic Signatures and Records, who advises leading financial services and technology companies on eSignature compliance, and Silicon Valley Bank Senior Counsel Rafael Petrone who will share how championing DocuSign has reduced SVB’s legal risk while resonating with his high tech customers.

VIEW THE DETAILS
PRESENTED BY
Silicon Valley Bank

Rafael Petrone,
Senior Counsel

LinkedIn

BuckleySandler LLP

Margo Tank,
Partner

LinkedIn

DocuSign

Ken Moyle,
Chief Legal Officer

LinkedIn

A PRODUCTIVITY MATCH MADE IN HEAVEN (AKA THE CLOUD) – DOCUSIGN FOR OFFICE 365 AND WINDOWS

Microsoft Corp. and DocuSign recently announced a long-term strategic partnership to make DocuSign's industry-leading eSignature and Digital Transaction Management apps widely available from within Microsoft Office 365..., including Outlook, Word, and SharePoint. This must see session will show these new DocuSign solutions in action and how Windows Azure Active Directory provides single sign-on capabilities with Office 365 credentials and secure storage with Microsoft OneDrive for Business. In addition, we will demonstrate how the latest DocuSign for Windows 8.1 and Windows Phone Apps provide even more options to keep business digital and leverage the power of the cloud to focus on business results.

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PRESENTED BY
Microsoft

Amir Littman,
Senior Manager, Developer Platform Evangelism

LinkedIn

DocuSign

Damon Dean,
Senior Director, Product Management

LinkedIn

Making the Case to the CFO

Need to make a business case for DocuSign to your CFO? Join this session to hear DocuSign's CFO, Mike Dinsdale, share tips for producing a bulletproof business case to sell your CFO and other key decision makers on DocuSign. Mike will cover core elements required to make the most compelling case for DocuSign including:
- Setting up the problem
- Establishing the opportunity
- Positioning the strategic fit
- Quantifying the value
- Supporting your case
- Making the ask

VIEW THE DETAILS
PRESENTED BY
DocuSign

Mike Dinsdale,
CFO

LinkedIn

Transforming Patient Care for Doctors, Patients, and Providers

Healthcare is undergoing a radical transformation. The mandate for EMR, coupled with the importance of patient privacy, are driving sweeping changes across the industry. Hear from customers that are at the cutting edge of this transformation. Dr. Bobbie J. Rimel will tell the story of how Cedars-Sinai Medical Center's award-winning Research for Her program was aided by the ease of use of the DocuSign signing experience. You'll also discover how Wellmark, a leading health insurer, started by standardizing on DocuSign for procurement and continued to expand to compliance and provider contracting.

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PRESENTED BY
Cedars Sinai

Dr. Bobbie J. Rimel,
Associate Director, Department of Obstetrics and Gynecology

LinkedIn

Wellmark

Julie Dunham,
DocuSign Administrator

3:00PM - 3:45PM
PRESENTED BY

DocuSign for Sales: Accelerating Deals and Connecting DocuSign to Your CRM

Across industries, DocuSign has enabled customers to close business faster, hence, sales has long been one of our most popular use cases. Learn how Thismoment, which builds digital brand experiences for its customers, transformed their clunky contract signing process into a seamless and entirely digital custom document process by integrating with DocuSign, Salesforce and Drawloop. You'll also hear from Clean Power Finance about how they are accelerating solar installations by automating complex workflows through DocuSign.

VIEW THE DETAILS
PRESENTED BY
Clean Power Finance

Mariya Nomanbhoy,
Director of Product Execution

LinkedIn

This Moment

Sophie Curtis,
Business Systems Manager

LinkedIn

Getting Started with DocuSign

Are you new to DocuSign and want to jump start your productivity? Join us in this session and see why customers are achieving such rapid ROI with DocuSign. You'll see how quick and easy it is to sign, send and manage your documents, and discover more robust features such as tagging, multi-signer workflows, real-time transaction status, and the account dashboard.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Stuart Onstad,
Senior Manager, DocuSign University

LinkedIn

Harnessing the Power of DocuSign Integrations and APIs

The digital transformation requires that different technologies work together seamlessly. Unlock the power of DocuSign APIs and Integrations to help you streamline business processes... across multiple technology platforms and hear about all the options for connecting DocuSign to your legacy systems. We will cover SOAP API, REST API, DocuSign Connect, DocuSign Fetch and more, including when to use each option, recent enhancements, and live demonstrations.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Dan Reid,
Director, Product Management

LinkedIn

Looking into the Future: Mobile Trends and Business Impact

Join mobile industry luminaries from Box, Salesforce, and DocuSign in a discussion regarding future trends in mobile. What are the initiatives your organization needs to start preparing for to take advantage of the next wave of mobile? How can you take advantage of mobile technology to enhance engagement with customers?  How can you unleash mobile productivity beyond simple email and calendaring?  Share the learnings from this interactive panel discussion to drive business critical discussions with your organization.

VIEW THE DETAILS
PRESENTED BY
Box

Jamie Perlman,
Head of Mobile and OEM Business Development

LinkedIn

Salesforce

Robert Duffner,
Director of Salesforce1 Platform Mobile Strategy

LinkedIn

Citrix

Chris Bledsoe,
Senior Director, Developer Relations

LinkedIn

Time to Value: Best Practices for Deploying DocuSign Across the Enterprise

When it comes to using DocuSign across the enterprise, Silicon Valley Bank leads the way. Learn their strategy for successfully rolling out DocuSign, including:
- Launching initial DocuSign use cases and drawing from early learnings
- Developing a targeted framework
- Deploying a phased approach, including balancing client experience and operational efficiencies, and creating business champions
- Building the right team
- Understanding legal components
- Highlighting success metrics

VIEW THE DETAILS
PRESENTED BY
Silicon Valley Bank

Bryan Brittingham,
Director, Channel Management

LinkedIn

Modern HR Best Practices with DocuSign

The excitement of a new job can quickly diminish when an employee is greeted by a stack of paperwork, but innovative companies like American Express realize that it need not be this way. Using DocuSign for HR, companies differentiate themselves by providing a seamless and effective process for bringing new employees into an organization. Join us to learn how to achieve rapid ROI while improving candidates' and employees' experience. Discover the ways in which your organization can efficiently scale with internal use cases for new hire paperwork, policy distribution, and benefits administration. Start applying these best practices to your very own fresh crop of talent!

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PRESENTED BY
American Express

Adam Krahling,
Vice President, Global Human Resources Information Systems

LinkedIn

DocuSign

Lynda Mills,
Director, Human Resources

LinkedIn

4:00PM - 4:45PM
PRESENTED BY

INCREASE MOBILE SALES AND EMPLOYEE PRODUCTIVITY: BEST PRACTICES FOR ROLLING OUT DOCUSIGN TO YOUR MOBILE WORKFORCE

Mobile transactions are exploding and you can't afford to lag behind. Learn how our customers and partners are integrating DocuSign into their mobile apps and mobile strategy and achieving results. Telecom giant CenturyLink will share their story of how they enabled hundreds of sales reps with mobile signing to close business in record time. Topics will range from best practices for integration to realized value.

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PRESENTED BY
CenturyLink

Scott Clark,
Lead Process/Systems Analyst

LinkedIn

Modern Lending and Banking with DocuSign

Firstmark Credit Union has revolutionized their business by standardizing on the DocuSign platform. Prior to using DocuSign, loan processors were spending a tremendous amount of time printing, scanning and uploading documents, resulting in high error rates and lengthy loan approval timelines. Firstmark saw immediate results after requiring that all loan documents be signed with DocuSign, with loan processing time cut by 30%. This has produced operating efficiencies, cost savings, and a boost in member satisfaction due to the convenience and speed with which loans are funded.

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PRESENTED BY
Firstmark Credit Union

Angel Gonzales,
Loan Processing Manager

LinkedIn

Making the Move: Why We Switched to DocuSign and Managing the Migration

Once you have decided that DocuSign is the solution you want to use, what is the easiest way to say goodbye to the one you might already have in house? Nationwide has uncovered some best practices... that will prove helpful to other enterprises thinking about making the switch. Topics to be discussed include:
- Persuading management and current eSignature users to make the switch
- Developing a project approach and prioritizing who to migrate first
- Using a repeatable project plan and requirements scoping techniques
- Uncovering potential benefits you can expect

VIEW THE DETAILS
PRESENTED BY
Nationwide

Joe Michael,
Business Lead

LinkedIn

Securing Mobile Workflows: Moving from Mobile Device Management (MDM) to Transformative Multi-App Productivity

Organizations have embraced BYOD and MDM, enabling employees to bring their own devices to work so they can be more productive. As an IT or Business Leader, device control is likely a solved problem and you are now faced with the next business-oriented question: how can you ensure employees and partners are taking full advantage of the power of mobility to complete their business activities while standardizing on a set of secure and integrated solutions to increase collaboration and productivity? Learn how solutions from Good Technology and DocuSign can help you take advantage of comprehensive mobile workflows to transform your business.

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PRESENTED BY
Good Technology

Jeff McGrath,
Senior Director, Product Marketing

LinkedIn

Unleashing Your Potential: Simplified Processes and Incentives That Work

Incent Right. Take advantage of the modern digital world and let your sales team benefit from the automated connections by paying out their incentives on-time and accurately. If the deal is DocuSigned, its time to pay the rep. Hear firsthand from a customer who has streamlined the sales process and improved rep productivity using Xactly + Docusign.

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PRESENTED BY
Xactly

Erik Charles,
Principal Incentives Strategist

LinkedIn

Fueling the CLM Digital Revolution in Your Organization

When quarter close approaches, the last thing you need is to be frazzled by excessive redlining or stalled negotiations. Luckily, with a completely digital Contract Lifecycle Management (CLM) process, featuring the industry's only online negotiation portal and the benefit of an integrated eSignature solution, you won't be scrambling to find the right tools to close a sale. Join Novatus, DocuSign, and a leading technology firm to learn how to close deals faster while reducing turnaround time, improving reporting, and increasing visibility in the sales process. After all, contracts are more than a transactional record; they represent valuable relationships that must be carefully managed. By improving your CLM, you can focus on what matters most: your customers.

VIEW THE DETAILS
PRESENTED BY
Novatus

Ryan Tohill,
Director, Channel Partners

LinkedIn

2

// THURSDAY, MARCH 6th

11:00AM - 12:00PM
PRESENTED BY

The Campus of the Future: Higher Education and DocuSign

Educators are buzzing about the advent of digital, but few know what shape it will take. Find out how it is starting to transform the world of student finance, helping students to navigate loans... and plow through financial aid paperwork so they can focus on making the right academic and career choices. DeVry Group joins us to speak about DocuSign for Student Finance and demonstrate how using templates and automating document management has increased speed and access to Financial Aid for students while producing efficiencies and cost savings at their institution.

VIEW THE DETAILS
PRESENTED BY
DeVry Group

Dan Kelly,
Business Operations Analyst

LinkedIn

DeVry Group

Felicia Henry,
Business Process Expert

LinkedIn

Moving to Bank-Grade Security at DocuSign: ISO 27001, Secure Processes and Technology

What goes into moving from best-in-SaaS Security to Bank Grade Security? Join DocuSign CISO Tom Pageler and DocuSign Chief Architect Eric Fleischman as they discuss DocuSign's investments in technology, processes and discipline in order to protect our customers' most sensitive data.... Learn what it means to have achieved the only ISO 27001 certification in the SaaS eSignature industry and the critical security questions you need to ask of SaaS providers for any of your mission critical applications. For those companies whose internal security policies or unique customer needs have prevented them from using SaaS solutions, we’ll also address advanced architecture and implementation options for document encryption and key management that make DocuSign a viable solution for the most security-conscious enterprises in the world.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Tom Pageler,
Chief Information Security Officer

LinkedIn

DocuSign

Eric Fleischman,
Chief Architect

LinkedIn

Paperless Procurement: Streamline Your Processes for Better Results

Imagine a low-cost, 100% digital procurement process that is easy to manage and easier to use. Join DocuSign and AstraZeneca to learn how your procurement team can realize cost savings, improve service, and speed up execution using DocuSign.... Armed with this knowledge, you'll be able to spend more time on mission-critical activities – mitigating risks in the supply chain, understanding customer requirements, sourcing the right solutions, and maintaining full visibility on the approval status of documents – and less time chasing signatures.

VIEW THE DETAILS
PRESENTED BY
Astra Zeneca

Tom Smolko,
Associate Director, Sourcing Enablement

LinkedIn

Market Makers: Using Digital Technologies to Transform Industries

Still waiting for your company to become the next fully digital enterprise? Join a digital transaction trailblazer who will share best practices for building a paperless office from the ground up. Learn how Realty Mogul, a crowdfunding platform, has enabled private commercial real estate investments to be financed online, 24/7, at the push of a button. With DocuSign's roots in Real Estate, these early adopters are the movers and shakers of digital technologies who will share best practices for transforming your business with DocuSign.

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PRESENTED BY
Realty Mogul

Jay Samit,
Chairman

LinkedIn

The Future of DocuSign

DocuSign is dedicated to building the easiest-to-use, most powerful digital transaction management solution. So what are we working on right now that is helping drive businesses' digital transformation? Join our Product Managers to get a deeper look at the game-changing product innovations announced on the main stage.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Michael Strickland,
Product Manager

LinkedIn

Unlocking Value with DocuSign Part I: ROI and Customer Experience

DocuSign value is built on a strong foundation of ROI, Customer Experience, and Security & Compliance, and nothing gets executives excited about improvements like cold, hard numbers. In Part I of our two-part value series, explore the tremendous value impact of DocuSign and identify strategies to quantifiably measure the benefit DocuSign is having on your business:
- Hear how IntelliCap works with DocuSign prospects and customers to quantify hard dollar savings, productivity improvements and revenue gains with Strategic Value Assessments (SVAs)
- Learn how DocuSign provides measurable improvements to customer experience as evidenced by increased Net Promoter Scores (NPS). Service Profit Chain Institute will speak to how they can work with you to measure DocuSign's impact on your customers' experience.

VIEW THE DETAILS
PRESENTED BY
Intellicap

Bob Foote,
Managing Partner

LinkedIn

Intellicap

Doug Wetzel,
Managing Partner

LinkedIn

Service Profit Chain Institute

Joe Wheeler,
Executive Director

LinkedIn

1:30PM - 2:30PM
PRESENTED BY

Changing Lives: DocuSign for Non-Profits and NGOs

Whether its sending aid to girls in poverty or helping disabled patients integrate into their communities, we are proud of the very real and important human impact that our customers are creating. Learn from three fantastic presenters from high-profile, successful non-profits who are saving time, money, and resources with DocuSign. Using DocuSign translates into more time, money, and resources being redirected to whom it really matters. Learn how the Nike Foundation is using DocuSign for grant, service, and partnership agreements. Hear the CIO of Tri-Counties Regional Center describe how DocuSign positively affects people's lives, self esteem, and willingness to make a difference in the world. Free the Children will take us through their digital transformation and how becoming completely digital has had a greater impact on the people they help than ever before. These presenters will help you explore opportunities to apply DocuSign products and services in ways that can have profound impact on people's lives.

VIEW THE DETAILS
PRESENTED BY
Nike

Dina Stults,
Operations Analyst

LinkedIn

Tri-Counties Regional Center

Dominic Namnath,
CIO

LinkedIn

Free The Children

Dan Kuzmicki,
Director, Information Technology

LinkedIn

Unlocking Value with DocuSign Part II: Compliance

DocuSign value is built on a strong foundation of ROI, Customer Experience, and Security & Compliance. After attending our morning session on ROI and Customer Experience, round out the DocuSign value story by learning about how customers are successfully navigating federal statutes and regulations with DocuSign. Ken Moyle, DocuSign's Chief Legal Officer will speak to the value realized from using DocuSign to help improve compliance and meet regulatory requirements. Ken will cover topics including FDA, FHA, GSEs (Fannie Mae & Freddie Mac), FTC, IRS, FINRA, European Directive & draft regulation, and the electronic commerce acts of the UK, Australia and Canada.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Ken Moyle,
Chief Legal Officer

LinkedIn

Agile Insurance: How Carriers, Agents and Brokers Keep Business Digital

Insurance is a document-heavy industry that has benefitted from the advent of digital. Get a peek at how Nationwide continues to shape the consumer experience for anytime, anywhere insurance sales and service... using digital technology. When Nationwide decided to integrate DocuSign into their platform, the team had to solve for mobility, usability, branding, and compliance. You'll discover how they use DocuSign to collect binding signatures from even the most technically primitive users and learn about the business and design decisions that made their DocuSign implementation a success.

VIEW THE DETAILS
PRESENTED BY
Nationwide

Belinda Honigfort,
Requirements Lead

LinkedIn

Getting Started with the DocuSign API

DocuSign has gone to great lengths to help developers and technical decision makers integrate with DocuSign APIs quickly and easily. Learn about essential tools and resources, such as the DocuSign Developer Center, the API Explorer, API Walkthroughs, and helper libraries, and view live code samples and demonstrations. You'll hear firsthand from the CEO of South Ventures about how his company scaled quickly, transitioning from using DocuSign Workgroup seats to an integration with the DocuSign API. This integration increased the pace of the company's business, provided trust and credibility sought by investors, and helped the company process over $2MM in investments after just one full year of operations. These achievements led South Ventures to be to be recognized as one of the most innovative Venture Capital organizations in the world and by far the best in Latin America.

VIEW THE DETAILS
PRESENTED BY
South Ventures

Sebastian Ortega,
CEO

LinkedIn

Optimizing SaaS Sales Operations and Customer Success with Docusign

American Healthcare Lending understands the impact of digital transformation, using DocuSign "all day, every day" to improve contract structuring and generate higher quality accounts. Tune in for their runaway success story, learning how they achieved over $90 per service agreement savings and decreased the time that their Customer Success team spent on billing phone calls by 90%. Advance your business by taking a page from their playbook – your customers and your bottom line will thank you.

VIEW THE DETAILS
PRESENTED BY
American Healthcare Lending

Nick Sorensen,
Executive Vice President

LinkedIn

American Healthcare Lending

Corey Crellin,
Operations Manager

Mobile Countdown: Unlock Productivity on the Go with Top 10 DocuSign Mobile App Tips and Tricks

Take away tips that will accelerate your use of mobile immediately. DocuSign’s Mobile Product Managers will countdown the top 10 mobile features that you can't live without. We will demonstrate these features across iOS, Android, Windows Phone, and Windows 8 devices.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Damon Dean,
Director, Senior Director, Product Management

LinkedIn

DocuSign

Shantanu Rangnekar,
Senior Product Manager, Mobile

LinkedIn

DocuSign

John Hsieh,
Director, Product Marketing

LinkedIn

3:00PM - 4:00PM
PRESENTED BY

All About the Admin: Reporting, Branding, Groups and Other Features That Will Make You a Hero for Your Organization

Are you a DocuSign administrator looking to learn ways to ease user management, understand account usage at a glance, and get more from DocuSign? Join us to refine your skills around reporting, user management, account branding, and more that will make you a hero at your company.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Vasu Sampath,
Enterprise Solution Engineer

DocuSign

Mike Parish,
Senior Product Specialist, Professional Services

LinkedIn

Creating Digital Workflows: Templates, Powerforms, and More

Ever wonder just how far you can push the envelope (pun intended) when it comes to streamlining processes and speeding up transactions with DocuSign? Come find out in this session where you'll learn about some of DocuSign's most popular features, including how to create and use a template, set up automated workflows with PowerForms and bulk recipients, and more.

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PRESENTED BY
DocuSign

Patrick Lyon,
Product Trainer

LinkedIn

Integrating DocuSign into Your Mobile App

Go from no code to working app within minutes! Join us to find out how to integrate iOS and Android apps with the DocuSign API. This interactive session will show you how to use DocuSign mobile tools to help streamline mobile development and minimize errors. It will also include code samples and live app demos.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Mike Borozdin,
Director, Developer Programs

LinkedIn

DocuSign

Ergin Dervisoglu,
Technical Program Manager

LinkedIn

DocuSign

Glenn Shimkus,
Vice President, Product Management

LinkedIn

Global Acceptance: DocuSign and PKI Digital Signature Technology

DocuSign's global acceptance is unsurpassed. Learn about DocuSign's recent investments in PKI and Digital Signature technology...: this new capability enables multinational companies, international businesses, and specialized industries to meet stringent compliance requirements. DocuSign VP of Platform Product Management Ryan Cox will explain the differences between digital signatures and electronic signatures and outline how DocuSign's unique approach to PKI in the cloud enables unprecedented ease-of-use that makes signer digital signature technology a viable business solution.

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PRESENTED BY
DocuSign

Ryan Cox,
VP of Platform Product Management

LinkedIn

Reliability: How DocuSign Leads the Industry in System Availability and Scalability

Service availability is the lifeblood for any SaaS business, and even more so for your critical business applications. Learn how DocuSign leads the SaaS eSignature industry... in historical system availability and has been investing in unprecedented innovation in SaaS architecture that further differentiates DocuSign from the rest of the SaaS eSignature field. DocuSign Chief Architect Eric Fleischman will lead a wide-ranging discussion that will provide the insider track on DocuSign's order-of-magnitude improvements in RPO (Recovery Point Objective), RTO (Recovery Time Objective), performance resiliency and data integrity using cutting-edge technology and design.

VIEW THE DETAILS
PRESENTED BY
DocuSign

Eric Fleischman,
Chief Architect

LinkedIn

Running Your State and Local Government as an Enterprise

Government agencies are slow-moving bureaucracies bogged down by red tape, right? Not necessarily. Hear the Nevada Department of Transportation's success story, sparked by their participation at last year's DocuSign MOMENTUM conference. NVDOT grew from a 20 seat pilot to over 200 seats and statewide deployment in under a year. Once NVDOT started using DocuSign, they saw such immediate impact in speed to results and streamlined procurement workflows that they dubbed DocuSign a "must have" technology and ramped up expansion via additional use cases across the department. NVDOT is a best-in-breed example of a state government's DocuSign implementation, and it all started right here at MOMENTUM!

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PRESENTED BY
Nevada DOT

Teresa Schlaffer,
Business Process Analyst

LinkedIn

1

WEDNESDAY, MARCH 5th

1:45PM - 2:30PM
Best Practices in Wealth Management for Advisors, Broker/Dealers and Clients

Presented By:

Laura Gelchie, VP of Client Transition Team
Pershing Advisor Solutions


Brad Norton, Business Analyst
Transamerica Retirement Solutions

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DocuSign for Salesforce and Mobile Productivity With Salesforce1

Presented By:

Salesforce.com


Melorie Acevedo, Vice President of Information Technology
San Francisco Chronicle

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eSignature Legality 101: Why Your Legal Team should be DocuSign's Biggest Champion

Presented By:

Rafael Petrone, Senior Counsel
Silicon Valley Bank


Margo Tank, Partner
BuckleySandler LLP


Ken Moyle, Chief Legal Officer
DocuSign

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A PRODUCTIVITY MATCH MADE IN HEAVEN (AKA THE CLOUD) – DOCUSIGN FOR OFFICE 365 AND WINDOWS

Presented By:

Amir Littman, Senior Manager, Developer Platform Evangelism
Microsoft


Damon Dean, Senior Director, Product Management
DocuSign

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Making the Case to the CFO

Presented By:

Mike Dinsdale, CFO
DocuSign

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Transforming Patient Care for Doctors, Patients, and Providers

Presented By:

Dr. Bobbie J. Rimel, Associate Director, Department of Obstetrics and Gynecology
Cedars-Sinai Medical Center


Julie Dunham, DocuSign Administrator
Wellmark

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3:00PM - 3:45PM
DocuSign for Sales: Accelerating Deals and Connecting DocuSign to Your CRM

Presented By:

Mariya Nomanbhoy, Director of Product Execution
Clean Power Finance


Sophie Curtis, Business Systems Manager
Thismoment

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Getting Started with DocuSign

Presented By:

Stuart Onstad, Senior Manager
DocuSign University

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Harnessing the Power of DocuSign Integrations and APIs

Presented By:

Dan Reid, Director
Product Management

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Looking into the Future: Mobile Trends and Business Impact

Presented By:

Jamie Perlman, Head of Mobile and OEM Business Development
Box


Robert Duffner, Director of Salesforce1 Platform Mobile Strategy
Salesforce


Chris Bledsoe, Senior Director, Developer Relations
Citrix

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Time to Value: Best Practices for Deploying DocuSign Across the Enterprise

Presented By:

Bryan Brittingham, Director, Channel Management
Silicon Valley Bank

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Modern HR Best Practices with DocuSign

Adam Krahling, Vice President, Global Human Resources Information Systems
American Express


Lynda Mills, Director, Human Resources
DocuSign

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4:00PM - 4:45PM
INCREASE MOBILE SALES AND EMPLOYEE PRODUCTIVITY: BEST PRACTICES FOR ROLLING OUT DOCUSIGN TO YOUR MOBILE WORKFORCE

Presented By:

Scott Clark, Lead Process/Systems Analyst
CenturyLink

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Modern Lending and Banking with DocuSign

Presented By:

Angel Gonzales, Loan Processing Manager
Firstmark Credit Union

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Making the Move: Why We Switched to DocuSign and Managing the Migration

Presented By:

Joe Michael, Business Lead
Nationwide

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Securing Mobile Workflows: Moving from Mobile Device Management (MDM) to Transformative Multi-App Productivity

Presented By:

Jeff McGrath, Senior Director, Product Marketing
Good Technology

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Unleashing Your Potential: Simplified Processes and Incentives That Work

Presented By:

Erik Charles, Principal Incentives Strategist
Xactly

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Fueling the CLM Digital Revolution in Your Organization

Presented By:

Ryan Tohill, Director, Channel Partners
Novatus

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2

THURSDAY, MARCH 6th

11:00AM - 12:00PM
The Campus of the Future: Higher Education and DocuSign

Presented By:

Dan Kelly, Business Operations Analyst
DeVry Group


Felicia Henry, Business Process Expert
DeVry Group

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Moving to Bank-Grade Security at DocuSign: ISO 27001, Secure Processes and Technology

Presented By:

Tom Pageler, Director, Chief Information Security Officer
DocuSign


Eric Fleischman, Chief Architect
DocuSign

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Paperless Procurement: Streamline Your Processes for Better Results

Presented By:

Tom Smolko, Associate Director, Sourcing Enablement

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MARKET MAKERS: USING DIGITAL TECHNOLOGIES TO TRANSFORM INDUSTRIES

Presented By:


Jay Samit, Chairman
Realty Mogul

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The Future of DocuSign

Presented By:

Michael Strickland, Product Manager
DocuSign

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Unlocking Value with DocuSign Part I: ROI and Customer Experience

Presented By:

Bob Foote, Managing Partner
IntelliCap


Doug Wetzel, Managing Partner
IntelliCap


Joe Wheeler, Executive Director
Service Profit Chain Institute

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1:30PM - 2:30PM
Changing Lives: DocuSign for Non-Profits and NGOs

Presented By:

Dina Stults, Operations Analyst
Nike Foundation


Dominic Namnath, CIO
Tri-Counties Regional Center


Dan Kuzmicki, Director, Information Technology
Free the Children

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Unlocking Value with DocuSign Part II: Compliance

Presented By:

Ken Moyle, Chief Legal Officer

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Agile Insurance: How Carriers, Agents and Brokers Keep Business Digital

Presented By:

Belinda Honigfort, Requirements Lead
Nationwide

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Getting Started with the DocuSign API

Presented By:

Sebastian Ortega, CEO
South Ventures

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Optimizing SaaS Sales Operations and Customer Success with Docusign

Presented By:

Nick Sorensen, Executive Vice President
American Healthcare Lending


Corey Crellin, Operations Manager
American Healthcare Lending

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Mobile Countdown: Unlock Productivity on the Go with Top 10 DocuSign Mobile App Tips and Tricks

Presented By:

Damon Dean, Director, Senior Director, Product Management
DocuSign


Shantanu Rangnekar, Senior Product Manager, Mobile
DocuSign


John Hsieh, Director, Product Marketing
DocuSign

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3:00PM - 4:00PM
All About the Admin: Reporting, Branding, Groups and Other Features That Will Make You a Hero for Your Organization

Presented By:

Vasu Sampath, Enterprise Solution Engineer
DocuSign


Mike Parish, Senior Product Specialist, Professional Services
DocuSign

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Creating Digital Workflows: Templates, PowerForms, and More

Presented By:

Patrick Lyon, Product Trainer
DocuSign

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Integrating DocuSign into Your Mobile App

Presented By:

Mike Borozdin, Director, Developer Programs
DocuSign


Ergin Dervisoglu, Technical Program Manager
DocuSign


Glenn Shimkus, Vice President, Product Management
DocuSign

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Global Acceptance: DocuSign and PKI Digital Signature Technology

Presented By:

Ryan Cox, VP of Platform Product Management
DocuSign

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Reliability: How DocuSign Leads the Industry in System Availability and Scalability

Presented By:

Eric Fleischman, Chief Architect
DocuSign

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Running Your State and Local Government as an Enterprise

Presented By:

Teresa Schlaffer, Business Process Analyst
Nevada Department of Transportation

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//Speaker Highlights

Learn from world-class speakers

Mary Meeker
Mary Meeker

Partner,
Kleiner Perkins Caufield & Byers

Parker Harris
Parker Harris

Co-Founder,
Salesforce.com

Roxanne Joyal
Roxanne Joyal

Co-CEO,
Me to We

Alexis Ohanian
Alexis Ohanian

Co-Founder,
Reddit &
Best Selling Author

John Hinshaw
John Hinshaw

Executive Vice President,
Technology & Operations,
Hewlett-Packard

Zach Nelson
Zach Nelson

President & Chief 
Executive Officer,
NetSuite

Sanket Akerkar
Sanket Akerkar

Vice President,
Developer & Platform Evangelism,
Microsoft United States & North America

Jeffrey Hayzlett
Jeffrey Hayzlett

Host of "C-Suite with Jeffrey Hayzlett"

Keith Krach
Keith Krach

Chairman & CEO,
DocuSign

Tom Gonser
Tom Gonser

Founder & Chief Strategy Officer, DocuSign

Roger Erickson
Roger Erickson

Vice President of Customer Success, DocuSign

Matt Malden
Matt Malden

Chief Product Officer, DocuSign

Grant Peterson
Grant Peterson

Chief Technology Officer, DocuSign

Dustin Grosse
Dustin Grosse

Chief Marketing Officer, DocuSign

//Sponsors

Our valued partners

When you bring the world's most digital-driven, forward thinking companies together in one place, good things happen. Here are some of the companies that are leading the way in the quest to become 100% digital. Get to know them in the DocuSign MOMENTUM 2014 Partner Pavilion.


PLATINUM PARTNER

Salesforce.com

GOLD PARTNERS

Box.com Good
HP Microsoft
Novatus Xactly

SILVER PARTNERS

Appirio Authentify
Callidus Cloud Inside Sales Centrify
Financial Force LinkedIn Okta



//Socialize

Bill Bellamy

wednesday march 5th


Bill Bellamy

Using his experiences growing up in Newark, Bill Bellamy started doing stand-up while he was a student at Rutgers University.  

He hosted two seasons of NBC's "Last Comic Standing" and just finished his third Showtime comedy special, "Ladies Night Out".

 

Bill is currently starring in the syndicated television comedy, "Mr. Box Office," alongside Jon Lovitz, Gary Busey, Tim Meadows, and Vivica A. Fox.

 

Bill is currently performing "The Standing Ovation Tour" nationwide and is making DocuSign MOMENTUM 2014 one of his stops.


The James Gang at Ruby Skye

wednesday march 5th


The James Gang

As individual artists they have collaborated with an extraordinary amount of talent in the past few years, including, Five for Fighting, Kelly Clarkson, Tevin Campbell, David Foster, Eric Benet, Freddie Jackson, Will Smith, Stevie Wonder, Avril Lavigne, Frankie Valli, The Doobie Brothers, Aretha Franklin, Katy Perry, just to name a few. As a group, they have performed at THE Weddings of Hollywood: Stacy "Fergie" Ferguson & Josh Duhamel, Gwen Stefani & Gavin Rossdale, Kevin Costner & Christine Baumgartner, Kate Beckinsale & Len Wiseman, Adam Sandler & Jackie Titone.

And let's not forget they are THE band for the Golden Globes and Academy Awards after-parties! Join us and bring a little Hollywood to San Francisco.

Ruby Skye is San Francisco's premier Nightclub and Special Event Venue. Located in Union Square next to The Westin St. Francis Hotel.

A Turn of the Century Victorian Playhouse restored with all the high tech accoutrement, Ruby Skye's interiors were designed by Pamela Pennington Studios and presents a striking juxtaposition between its original Art Nouveau architecture and its plush modern furnishings. Ruby Skye is housed in an historical landmark built in the 1890's and was formally "The Stage Door Theatre".

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//Questions?

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