June 20–21, 2018 San Francisco, CA

Agenda

Pre-Conference Programs

June 9-10 Developer Hackathon
DocuSign University: Learning and Enablement

Key events at a glance

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All Sessions
9:00am-5:00pm
Web Application Administration (Day 1 of 2)
Speakers
Justin Craig
Manager, Training Delivery, DocuSign
Jeanette Cereske
Senior Instructional Designer, DocuSign
Rebecca McKee
Catherine Finucane
7:00am-7:00pm
Registration
8:00am-12:00pm
API Technical Overview (Sold Out)
Speakers
Michael Flaherty
Product Trainer, DocuSign
Jason Wiswell
Product Trainer, DocuSign
9:00am-5:00pm
Creating a Successful Plan for Accelerating Agreements
9:00am-5:00pm
Template Specialist
Speakers
Michelle Short
Tori Thurman
Julie Lane
Melissa Hagan
Product Trainer, DocuSign
9:00am-5:00pm
Web Application Administration (Day 2 of 2)
Speakers
Justin Craig
Manager, Training Delivery, DocuSign
Jeanette Cereske
Senior Instructional Designer, DocuSign
Rebecca McKee
Catherine Finucane
9:00am-4:45pm
Pathway Labs - DocuSign Fields
Pathway Labs
Speakers
Ciprian Pop
Senior Customer Trainer, DocuSign
Caroline Laredain
1:00pm-5:00pm
API Technical Overview (Sold Out)
Speakers
Michael Flaherty
Product Trainer, DocuSign
Jason Wiswell
Product Trainer, DocuSign
5:00pm-7:00pm
Welcome Reception
7:00am-5:00pm
Registration
7:30am-8:45am
Networking Breakfast
9:00am-11:00am
Opening Keynote
Business Acceleration
Speakers
Dan Springer
Chief Executive Officer, DocuSign
Gil Gillis
Managing Director of IT, Deloitte
Neil Hudspith
Scott Olrich
Chief Strategy and Marketing Officer, DocuSign
Ron Hirson
Chief Product Officer, DocuSign
Geoffrey Moore
Author, Speaker, Advisor
Amber Roy
Senior Vice President, National Operations, Caliber Home Loans
Steve Gilman
Co-Founder & Chief Operating Officer, Blockparty
Heather Atkinson
Vice President, Revenue Operations, Salesforce
Michael Lightbody
Vice President, Revenue Operations, Salesforce
Bill Sanbeg
Senior Developer, IT Development, T-Mobile
11:00am-7:00pm
The Dome
11:30am-12:30pm
DocuSign Information Security: Responding to Malicious Incidents
Developer Reverb
Speaker
Diane Johnson
Senior Incident Response Manager, DocuSign
11:30am-12:30pm
Creating a Powerform From a Template
Pathway Labs
Speaker
Melissa Hagan
Product Trainer, DocuSign
11:30am-12:30pm
Breakout Sessions
11:30am-12:30pm
Guiding Signers with Interactive Forms
Product Power
Speakers
Brian Giesen
Steve Park
Technical Director, Global Partner Solutions, DocuSign
11:30am-12:30pm
Future of Financial Services: Modernizing the Branch, Mobile, and Call-Center Experience
Business Acceleration
Speakers
Eric Beatty
Digital Project Manager, Citi Wealth Management
Adam Schwoerer
Chief Product Owner, Member Experience, Thrivent Financial
Justin Engelland
Senior Director Industry Marketing, DocuSign
11:30am-12:30pm
Best OAuth Practices When Authenticating to DocuSign APIs
Developer Reverb
Speaker
Larry Kluger
Sr Program Manager, DocuSign
11:30am-12:30pm
Integrating Microsoft Apps with Your System of Agreement
Product Power
Speakers
Burke Fewel
Senior Partner Marketing Manager, DocuSign
Dave Murphy
Senior Partner Development Manager, Microsoft
Scott Owen
Sr. Director, Global Channels, DocuSign
11:30am-12:30pm
Fueling Business Growth by Transforming the Customer Experience
Business Acceleration
Speakers
Kyle Wenn
COO, SNAP Financial
Andrew Leede
Product Manager, Blinker
Ting Ting Luo
Senior Product Marketing Manager, DocuSign
Andrey Kolesnikov
Chief Technology Officer, Kountable
11:30am-12:30pm
Learning from Others' Digital Transformation Journeys
Business Acceleration
Speakers
John Gray
Director, Digital Transformation, The Hartford
Helga Susmeyer
IT Assoc. Director, Boehringer Ingelheim USA
Sabrina Gersdorff-Stribling
Legal Operations Project Manager, Boehringer Ingelheim
Alan Bronowicz
Head of Business Process Management and Quote to Cash Transformation,Thomson Reuters
Robert Desroches
VP, Global Consulting, DocuSign
11:30am-2:30pm
DocuSign University: Branding a DocuSign Account
Product Power
Speakers
Ciprian Pop
Senior Customer Trainer, DocuSign
Justin Craig
Manager, Training Delivery, DocuSign
11:30am-12:30pm
Using User Management Features for Groups and Permissions
Pathway Labs
Speaker
Rebecca McKee
11:30am-12:30pm
Compliance Solutions for Healthcare and Life Sciences
Product Power
Speakers
Russell Koste
VP, CSO, Alexion
Jennifer Royer
Director, Industry Marketing, DocuSign
Julianne Wu
Director, Product Management, DocuSign
Kevin Clark
Principle Business Consultant, Boston Scientific
11:30am-12:30pm
Best Practices for Driving End User Adoption
Product Power
Speakers
Richard Bullock
Global Product Manager, Aon plc
Eileen Kelly
Director, Organizational Readiness, Thomson Reuters
Rob Schmeltzer
Senior Director, Customer Success Management, DocuSign
11:30am-12:30pm
Intro to the DocuSign Signature API and Developer Tools
Developer Reverb
Speaker
Ergin Dervisoglu
Senior Product Manager, DocuSign
12:30pm-1:30pm
Networking Lunch
1:30pm-2:30pm
Modernize Your System of Agreement for Quote-to-Cash
Business Acceleration
Speakers
Alan Bronowicz
Head of Business Process Management and Quote to Cash Transformation,Thomson Reuters
Trevor Niblock
Director Partner Marketing, DocuSign
1:30pm-3:00pm
Using Advanced Template Features to Create a Powerform
Pathway Labs
Speaker
Michelle Short
1:30pm-2:30pm
New Signing Technologies: Co-Browsing and Biometric Authentication
Product Power
Speakers
David Pirnazar
CEO and Co-Founder, Samesurf
Kyle Rutherford
CEO, Asignio
1:30pm-2:30pm
Behind the Scenes: DocuSign Product Security Programs and Best Practices
Developer Reverb
Speakers
Tom Thokey
Sr. Director, Information Security, DocuSign
1:30pm-2:30pm
Insurance in the On-Demand Economy: Competing on Customer Experience
Business Acceleration
Speakers
Amy Jones
Application Software Development Manager, Farm Bureau Insurance Company of Michigan
John Gray
Director, Digital Transformation, The Hartford
Kirk Fissel
Specialist, Business Consulting, Technology, Nationwide Insurance
Justin Engelland
Senior Director Industry Marketing, DocuSign
1:30pm-2:30pm
Optimizing Your DocuSign Sending Experience with Lightning & Envelope Configurations
Developer Reverb
Speaker
Ken Naku
Software Engineer, DocuSign
1:30pm-2:30pm
New Models to Improve the Patient Experience in Healthcare and Life Sciences
Business Acceleration
Speakers
Marc Reynolds
President, Billing Operations, Precision Medical Products, Inc.
Denis Boyer
Senior Manager, Software Engineering, GenomeDx Biosciences
Cyndi Streun
AVP Information Services, The Federation of State Medical Boards Inc.
Orlando Campos
Business Analyst, Federation of State Medical Boards
Seonah Iverson
Product Marketing Manager, DocuSign
1:30pm-2:30pm
What's New for DocuSign Administrators (Manage)
Product Power
Speakers
Rebecca Denman
Senior Product Manager, DocuSign
Drew Ashlock
Senior Product Manager, DocuSign
Robin Deguara
Legal Program Manager, Google
1:30pm-2:30pm
Partner Session: Partner Executive Kickoff
Partner
Speaker
Mark Register
SVP Business Development & Channels, DocuSign
1:30pm-2:30pm
Integrating Google with Your System of Agreement
Product Power
Speaker
Marshall Nam
Director of Product Management, DocuSign
1:30pm-3:00pm
Envelope Management Using Custody Transfer and Envelope Sharing Across Users
Pathway Labs
Speaker
Rebecca McKee
1:30pm-2:30pm
Breakout Sessions
1:30pm-2:30pm
Everything You Ever Wanted to Know About Forms and Fields
Developer Reverb
Speaker
Brandon Schnierer
Solution Architect, DocuSign
2:45pm-3:45pm
Advanced Platform Features
Developer Reverb
Speaker
Varadarajan Rajaram
Director, Product Management, DocuSign
2:45pm-3:45pm
Sizing Up DocuSign’s New Responsive Signing Paradigm
Developer Reverb
Speaker
Vasu Sampath
Principal Solution Architect, DocuSign
2:45pm-3:45pm
DocuSign University: Prepare and Act on Agreements via Automated Data Exhange with Salesforce
Product Power
Speakers
Ciprian Pop
Senior Customer Trainer, DocuSign
Justin Craig
Manager, Training Delivery, DocuSign
2:45pm-3:45pm
ACTualize your System of Agreement with Automated Workflows after the Signature
Product Power
Speakers
Ryan Cox
VP of Global Partner Solutions, DocuSign
Rob Lewis
Director, DocuSign
2:45pm-3:45pm
Prepare Like a Pro with PowerForms, Bulk Send and Comments
Product Power
Speakers
Van D Richardson
Director, Technology, Grubhub
Todd Nieto
Lead Product Manager, DocuSign
Julianne Wu
Director, Product Management, DocuSign
Santiago Szuchmacher
Product Manager, DocuSign
2:45pm-3:45pm
Connecting Data and Systems to Accelerate Your Real Estate Business
Business Acceleration
Speakers
Shane Farkas
COO / CTO, The Agency
James Dwiggins
CEO, NextHome
Christine Sugimoto
Sr. Product Marketing Manager, DocuSign
2:45pm-3:45pm
Santa Clara County Extends DocuSign Functionality by Creating Dynamic Signing Groups with the eSignature API
Developer Reverb
Speaker
Lawrence Lam
Business IT Consultant, Santa Clara County
2:45pm-3:45pm
Innovation Showdown
Partner
Speaker
Dale Goff
Director, Partner Strategy & Programs, DocuSign
2:45pm-5:15pm
DocuSign University: Understanding Basic Template Creation
Product Power
Speakers
Melissa Hagan
Product Trainer, DocuSign
Jeanette Cereske
Senior Instructional Designer, DocuSign
2:45pm-5:15pm
Anticipating and Meeting Evolving Student Expectations in a Digital Era
Business Acceleration
Speakers
Douglas Little
Senior Assistant Dean & Director of Academic Affairs, Georgetown University School of Nursing & Health Studies
Cassy Beekman
Director, Information Management, University of Washington
Mark Diekhoff
Program Manager - Business Development & Content Services, University of Colorado Boulder
Seonah Iverson
Product Marketing Manager, DocuSign
2:45pm-3:45pm
Breakout Sessions
2:45pm-3:45pm
Trust and Digital Transformation
Business Acceleration
Speakers
Evan Uchida
Sr. Director, Associate General Counsel & Privacy Officer, DocuSign
John Zelazny
Deputy Risk Officer, DocuSign
Kirsten Wolberg
CTOO, DocuSign
Reggie Davis
General Counsel, DocuSign
2:45pm-3:45pm
Shaping the Product Roadmap: Interactive Session
Product Power
Speakers
Kelli Feeley
Product Marketing Manager, DocuSign
Marshall Nam
Director of Product Management, DocuSign
Ryan Hutnick
Product Manager, DocuSign
Naren Raghavan
Product Manager, DocuSign
Drew Ashlock
Senior Product Manager, DocuSign
3:45pm-5:15pm
Working with Button Fields, Boxes and Fields with Conditions
Pathway Labs
Speaker
Michelle Short
3:45pm-5:15pm
Using Advanced Calculated Fields
Pathway Labs
Speaker
Rebecca McKee
4:15pm-5:15pm
DocuSign University: Act on Real-Time Agreement Events via DocuSign for Salesforce Connect
Product Power
Speakers
Justin Craig
Manager, Training Delivery, DocuSign
Ciprian Pop
Senior Customer Trainer, DocuSign
4:15pm-5:15pm
Building Secure Integrations with the DocuSign API
Developer Reverb
Speaker
John Heasman
Senior Director, Security Engineering, DocuSign
4:15pm-5:15pm
Breakout Sessions
4:15pm-5:15pm
Manage Agreements with Digital Originals and AI-Based Search and Discovery
Product Power
Speakers
Michael Schwab
Technical Director, Global Partner Solutions, DocuSign
Dan Daehler
VP Alliances, Seal Software
Samantha Moritz
Director, Strategic Alliances, eOriginal
4:15pm-5:15pm
T-Mobile’s Technical Architecture, Including DocuSign Integration Into All Customer-Facing Channels
Developer Reverb
Speaker
Tam Tran
Principal Architect, T-Mobile USA
4:15pm-5:15pm
Accelerate Your Revenue with DocuSign Payments (Act)
Product Power
Speakers
Steve Gilman
Co-Founder & Chief Operating Officer, Blockparty
Nicholas Olenec
Principal, Texas Tax Protest
Jeff Pandolfo
Senior Director of Strategic Technology Partnerships, Visa
Joe Moss
Senior Director of Growth, DocuSign
Bryan Fong
Senior Product Marketing Manager, DocuSign
4:15pm-5:15pm
Accelerating the System of Agreement with Your Customers
Partner
Speakers
Ryan Cox
VP of Global Partner Solutions, DocuSign
KC Hamels
Sr. Director, DocuSign
Gillian McMannis
Senior Director, Business Development, DocuSign
4:15pm-5:15pm
The Center of Excellence Advantage
Business Acceleration
Speakers
Mike Agg
Digital Product Director, Northwestern Mutual
David Bianco
Application Programmer/Analyst Consultant, Progressive Insurance
Carlo Platania
Head of Telstra Ventures - Professional Services, Telstra
Dinesh Jotwani
Senior Customer Success Manager, DocuSign
Simran Chadha-Rao
Legal Technology Solutions Manager, Google
4:15pm-5:15pm
Architectural Guidance Best Practices
Developer Reverb
Speaker
Gil Vincent
Technical Architect, DocuSign
4:15pm-5:15pm
DocuSign for Salesforce: An Introduction and Customer Case Study
Product Power
Speakers
Andy Tzou
Senior Product Manager, DocuSign
Chris Jones
Director, Solutions Consulting, First Data
4:15pm-5:15pm
Data Privacy in the Global Era
Business Acceleration
Speakers
Audrey Fuchs
Associate Legal Counsel, DocuSign
Evan Uchida
Sr. Director, Associate General Counsel & Privacy Officer, DocuSign
Louise Kennedy
EMEA General Counsel, DocuSign
Reggie Davis
General Counsel, DocuSign
5:15pm-7:00pm
Networking Reception with Momentum Sponsors in The Dome
Partner
5:15pm-7:00pm
Networking Reception for DocuSign IMPACT
7:30pm-11:30pm
The Party
7:30am-4:00pm
Registration
7:30am-8:45am
Networking Breakfast
9:00am-10:00am
Operational Excellence is the New Customer Intimacy
Business Acceleration
Speaker
Geoffrey Moore
Author, Speaker, Advisor
9:00am-10:00am
Destination Next - A Look at Our Developer Product Roadmap
Developer Reverb
Speaker
Tom Casey
Senior Vice President, Engineering, DocuSign
9:00am-10:00am
Enabling Modern Systems of Agreement: Today and in the Future
Product Power
Speakers
Ron Hirson
Chief Product Officer, DocuSign
Tom Gonser
Founder, DocuSign
Brent Boyens
Product Manager, DocuSign
10:00am-3:45pm
The Dome
10:30am-11:30am
Tales From the Front: DocuSign Admins Tell All
Product Power
Speakers
Andrew McBride
DocuSign Lead, First Republic Bank
Michael Levy
Principal Customer Success Architect, DocuSign
Robin Deguara
Legal Program Manager, Google
10:30am-11:30am
Introducing the DocuSign Identity Framework (Sign)
Product Power
Speakers
Dave Scheffer
Director of Operations, Edward Jones
Ryan Hutnick
Product Manager, DocuSign
10:30am-11:30am
Enabling Modern Systems of Agreement for Real Estate with DocuSign Transaction Rooms
Product Power
Speakers
Cory Liebgott
Senior Product Manager, DocuSign
Joan O'Dwyer
Product Manager, DocuSign
10:30am-11:30am
The Path Toward Digital Mortgage
Business Acceleration
Speakers
Gabe Minton
EVP/CIO, Guild Mortgage
Greg Cunningham
IT Product Manager, Stewart Title
Archana Arunkumar
Director Product Management, Ellie Mae, Inc.
Andrew Gaston
RVP - Mortgage, DocuSign
10:30am-11:30am
Breakout Sessions
10:30am-11:30am
Acting on the Modernization Mandate: The Public Sector's Digital Transformation
Business Acceleration
Speakers
Howard Hill
Information Technology Manager, County of Alameda
Lawrence Lam
Business IT Consultant, Santa Clara County
Jennifer Royer
Director, Industry Marketing, DocuSign
10:30am-11:30am
The Modern Workplace: Systems of Agreement in HR
Business Acceleration
Speakers
Leslie Barker
Professional Technical Project Manager, Educator, Intel
Michael Erisman
VP Global Human Resources, DocuSign
Dea Allgood
Custom Success Architect, DocuSign
Eric Zenz
Senior Director, Product Management, DocuSign
10:30am-11:30am
Standard and Customized Reporting for Admins
Pathway Labs
Speaker
Rebecca McKee
10:30am-11:30am
DocuSign University: Overview of the Fields Palette and Alignment Techniques
Product Power
Speakers
Justin Craig
Manager, Training Delivery, DocuSign
Ciprian Pop
Senior Customer Trainer, DocuSign
10:30am-11:30am
How DocuSign Does Compliance—with DocuSign
Developer Reverb
Speaker
10:30am-11:30am
Understanding Template Recipient Actions
Pathway Labs
Speaker
Michelle Short
10:30am-11:30am
Architecting Robust Post-Envelope Transaction Processing
Developer Reverb
Speaker
Gil Vincent
Technical Architect, DocuSign
10:30am-11:30am
Walkthrough DocuSign Partner Resources
Partner
Speakers
Catherine Brown
Senior Manager, Partner Programs, DocuSign
Darren Bibby
AVP Partner Strategy, DocuSign
11:30am-1:30pm
Keynote Lunch
Speaker
Bert Jacobs
CEO and Co-Founder, Life is Good
1:30pm-2:30pm
Compliance in Regulated Industries: Clearing the Higher Bar
Business Acceleration
Speakers
Cyndi Streun
AVP Information Services, The Federation of State Medical Boards Inc.
Brigitta McKinlay
Regulatory Affairs Lead, General Assembly
Jennifer Royer
Director, Industry Marketing, DocuSign
1:30pm-2:30pm
Using React with DocuSign via a private CORS gateway
Developer Reverb
Speaker
Larry Kluger
Sr Program Manager, DocuSign
1:30pm-2:30pm
Optimizing the Signing Experience with Responsive Design
Product Power
Speakers
Tam Tran
Principal Architect, T-Mobile USA
Eric Zenz
Senior Director, Product Management, DocuSign
1:30pm-2:30pm
Developing Your Blueprint for Success
Business Acceleration
Speakers
Whitney Littman
Director, Customer Success Management, DocuSign
Erin Pyka
DocuSign University, DocuSign
Elizabeth Dias
Customer Success and Service Marketing, DocuSign
1:30pm-2:30pm
Act on Agreements Automatically with DocuSign Connect
Product Power
Speakers
Ryan Schoepp
Specialist, Infrastructure Engineer, Nationwide Insurance
Varadarajan Rajaram
Director, Product Management, DocuSign
1:30pm-3:00pm
eSignature Embedding
Developer Reverb
Speakers
Michael Flaherty
Product Trainer, DocuSign
Jason Wiswell
Product Trainer, DocuSign
1:30pm-2:30pm
DocuSign for Salesforce: New Features and Best Practices
Product Power
Speaker
Andy Tzou
Senior Product Manager, DocuSign
1:30pm-3:00pm
Creating Templates with Multiple Documents and Recipients
Pathway Labs
Speaker
Melissa Hagan
Product Trainer, DocuSign
1:30pm-2:30pm
How DocuSign Uses DocuSign for GDPR and How You Can Too
Product Power
Speakers
Mark Groves
VP Product Management - Platform, DocuSign
Wrangel Caliboso
Privacy Corporations Manager, DocuSign
1:30pm-2:30pm
Breakout Sessions
1:30pm-3:45pm
DocuSign University: Creating Advanced Text Fields Using Validation, Formatting, and Collaboration
Product Power
Speakers
Justin Craig
Manager, Training Delivery, DocuSign
Ciprian Pop
Senior Customer Trainer, DocuSign
1:30pm-2:30pm
Building an ISV Business Integration with DocuSign
Partner
Speakers
Kirk Olsen
Technical Manager, Global Partner Solutions, DocuSign
Fred Barrett
Sr. Director, Solutions Architecture, DocuSign Inc.
1:30pm-2:30pm
How Procore Built a World-Class Integration Using the DocuSign API in Under 48 Hours—and How You Can Too!
Developer Reverb
Speakers
Nyasha Gutsa
Product Manager: Invoicing & Payments, Procore
Gabe Minton
EVP/CIO, Guild Mortgage
2:45pm-3:45pm
How DocuSign Connect Uncovered a Failure That Saved $1M
Developer Reverb
Speaker
Ryan Schoepp
Specialist, Infrastructure Engineer, Nationwide Insurance
2:45pm-3:45pm
Complying with European Signature Standards (Sign)
Product Power
Speakers
Olivier Pin
VP, Product Management, DocuSign
Liliya Apostolova
Senior Manager, Product Marketing, DocuSign
2:45pm-3:45pm
Notarizing with DocuSign eNotary (Sign)
Product Power
Speakers
Jen Zagofsky
Dir. Product Management, DocuSign
Brandon Schnierer
Solution Architect, DocuSign
2:45pm-3:45pm
Breakout Sessions
2:45pm-3:45pm
Best Practices for Deploying DocuSign with Confidence
Product Power
Speakers
Derrick Tran
Product Consultant Manager, DocuSign
Catherine Kromkowski
Product Owner, Walmart Inc
Simran Chadha-Rao
Legal Technology Solutions Manager, Google
Carlo Platania
Head of Telstra Ventures - Professional Services, Telstra
2:45pm-3:45pm
Building Complex Workflows with Composite Templates
Developer Reverb
Speaker
Gil Vincent
Technical Architect, DocuSign
1:30pm-3:00pm
PowerForm Management Including Permissions, Editing, Folders and Reporting
Pathway Labs
Speaker
Michelle Short
4:00pm-5:00pm
Closing Keynote
Business Acceleration
Speakers
Dan Springer
Chief Executive Officer, DocuSign
JaVale McGee
Center for the Golden State Warriors and Founding Partner for the JUGLIFE Foundation
Michael Brown
Founder and Chief Executive Officer, City Year
Dr. Nan Boden
Head of Global Technology Partners, Google
Heather Conklin
Vice President of AppExchange, Salesforce
Marie Huwe
Vice President, Developer Programs and Evangelism, DocuSign