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)
7:00am-7:00pm
Registration
8:00am-12:00pm
API Technical Overview (Sold Out)
9:00am-4:45pm
Pathway Labs - DocuSign Fields
Pathway Labs
9:00am-5:00pm
Creating a Successful Plan for Accelerating Agreements
9:00am-5:00pm
Template Specialist
9:00am-5:00pm
Web Application Administration (Day 2 of 2)
1:00pm-5:00pm
API Technical Overview (Sold Out)
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
11:00am-7:00pm
The Dome
11:30am-12:30pm
Compliance Solutions for Healthcare and Life Sciences
Product Power
Speakers
Jennifer Royer
Director, Industry Marketing, DocuSign,
Kevin Clark
Principle Business Consultant, Boston Scientific,
Russell Koste
VP, CSO, Alexion,
Julianne Wu
Director, Product Management, DocuSign,
11:30am-12:30pm
Best Practices for Driving End User Adoption
Product Power
Speakers
Richard Bullock
Global Product Manager, Aon plc,
Rob Schmeltzer
Senior Director, Customer Success Management, DocuSign,
Sam Ogle
Global Integrations, Murphy Oil Corporation,
Eileen Kelly
Director, Organizational Readiness, Thomson Reuters,
11:30am-12:30pm
Intro to the DocuSign Signature API and Developer Tools
Developer Reverb
Speaker
Ergin Dervisoglu
Senior Product Manager, DocuSign,
11:30am-12:30pm
Breakout Sessions
11:30am-12:30pm
Guiding Signers with Interactive Forms
Product Power
Speakers
Brian Giesen
VP Sales, Intelledox,
Steve Park
Technical Director, Global Partner Solutions, DocuSign,
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
11:30am-12:30pm
Future of Financial Services: Modernizing the Branch, Mobile, and Call-Center Experience
Business Acceleration
Speaker
Alan Bronowicz
Head of Business Process Management and Quote to Cash Transformation,Thomson Reuters,
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,
Scott Owen
Sr. Director, Global Channels, DocuSign,
Dave Murphy
Senior Partner Development Manager, Microsoft,
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,
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
Learning from Others' Digital Transformation Journeys
Business Acceleration
Speakers
John Gray
Director, Digital Transformation, The Hartford,
Robert Desroches
VP, Global Consulting, DocuSign,
Alan Bronowicz
Head of Business Process Management and Quote to Cash Transformation,Thomson Reuters,
Helga Susmeyer
IT Assoc. Director, Boehringer Ingelheim USA,
Sabrina Gersdorff-Stribling
Legal Operations Project Manager, Boehringer Ingelheim,
11:30am-12:30pm
Using User Management Features for Groups and Permissions
Pathway Labs
12:30pm-1:30pm
Networking Lunch
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
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,
1:30pm-2:30pm
Modernize Your System of Agreement for Quote-to-Cash
Business Acceleration
Speakers
Trevor Niblock
Director Partner Marketing, DocuSign,
Alan Bronowicz
Head of Business Process Management and Quote to Cash Transformation,Thomson Reuters,
1:30pm-2:30pm
New Signing Technologies: Co-Browsing and Biometric Authentication
Product Power
Speakers
Ryan Cox
VP of Global Partner Solutions, DocuSign,
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
Speaker
Tom Thokey
Sr. Director, Information Security, DocuSign,
1:30pm-3:00pm
Using Advanced Template Features to Create a Powerform
Pathway Labs
1:30pm-2:30pm
Insurance in the On-Demand Economy: Competing on Customer Experience
Business Acceleration
Speakers
John Gray
Director, Digital Transformation, The Hartford,
Kirk Fissel
Specialist, Business Consulting, Technology, Nationwide Insurance,
Justin Engelland
Senior Director Industry Marketing, DocuSign,
Amy Jones
Application Software Development Manager, Farm Bureau Insurance Company of Michigan ,
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
Optimizing the Signing Experience with Responsive Design
Product Power
1:30pm-2:30pm
New Models to Improve the Patient Experience in Healthcare and Life Sciences
Business Acceleration
Speakers
Seonah Iverson
Product Marketing Manager, DocuSign,
Marc Reynolds
President, Billing Operations, Precision Medical Products, Inc.,
Cyndi Streun
AVP Information Services, The Federation of State Medical Boards Inc.,
Denis Boyer
Senior Manager, Software Engineering, GenomeDx Biosciences,
Orlando Campos
Business Analyst, Federation of State Medical Boards,
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
2:45pm-3:45pm
Breakout Sessions
2:45pm-3:45pm
Trust and Digital Transformation
Business Acceleration
Speakers
Kirsten Wolberg
CTOO, DocuSign,
Evan Uchida
Sr. Director, Associate General Counsel & Privacy Officer, DocuSign,
Reggie Davis
General Counsel, DocuSign,
John Zelazny
Deputy Risk Officer, DocuSign,
2:45pm-3:45pm
Shaping the Product Roadmap: Interactive Session
Product Power
Speakers
Ryan Hutnick
Product Manager, DocuSign,
Drew Ashlock
Senior Product Manager, DocuSign,
Marshall Nam
Director of Product Management, DocuSign,
Naren Raghavan
Product Manager, DocuSign,
Kelli Feeley
Product Marketing Manager, DocuSign,
2:45pm-3:45pm
Advanced Platform Features
Developer Reverb
Speaker
Varadarajan Rajaram
Director, Product Management, 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
Sizing Up DocuSign’s New Responsive Signing Paradigm
Developer Reverb
Speaker
Vasu Sampath
Principal Solution Architect, DocuSign,
2:45pm-3:45pm
ACTualize your System of Agreement with Automated Workflows after the Signature
Product Power
Speaker
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
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-3:45pm
Connecting Data and Systems to Accelerate Your Real Estate Business
Business Acceleration
Speakers
Shane Farkas
COO / CTO, The Agency,
Christine Sugimoto
Sr. Product Marketing Manager, DocuSign,
James Dwiggins
CEO, NextHome,
2:45pm-5:15pm
DocuSign University: Understanding Basic Template Creation
Product Power
Speaker
Melissa Hagan
Product Trainer, DocuSign,
2:45pm-5:15pm
Anticipating and Meeting Evolving Student Expectations in a Digital Era
Business Acceleration
Speakers
Seonah Iverson
Product Marketing Manager, DocuSign,
Cassy Beekman
Director, Information Management, University of Washington,
Douglas Little
Senior Assistant Dean & Director of Academic Affairs, Georgetown University School of Nursing & Health Studies,
Mark Diekhoff
Program Manager - Business Development & Content Services, University of Colorado Boulder,
3:45pm-5:15pm
Using Advanced Calculated Fields
Pathway Labs
3:45pm-5:15pm
Working with Button Fields, Boxes and Fields with Conditions
Pathway Labs
4:15pm-5:15pm
DocuSign for Salesforce: An Introduction and Customer Case Study
Product Power
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,
Reggie Davis
General Counsel, DocuSign,
Louise Kennedy
EMEA General Counsel, DocuSign,
4:15pm-5:15pm
Architectural Guidance Best Practices
Developer Reverb
Speaker
Gil Vincent
Technical Architect, DocuSign,
4:15pm-5:15pm
DocuSign University: Act on Real-Time Agreement Events via DocuSign for Salesforce Connect
Product Power
Speakers
Ciprian Pop
Senior Customer Trainer, DocuSign,
Justin Craig
Manager, Training Delivery, 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
Accelerate Your Revenue with DocuSign Payments (Act)
Product Power
Speakers
Bryan Fong
Senior Product Marketing Manager, DocuSign,
Joe Moss
Senior Director of Growth, DocuSign,
Steve Gilman
Co-Founder & Chief Operating Officer, Blockparty,
Jeff Pandolfo
Senior Director of Strategic Technology Partnerships, Visa,
Nicholas Olenec
Principal, Texas Tax Protest,
4:15pm-5:15pm
Accelerating the System of Agreement with Your Customers
Partner
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
The Center of Excellence Advantage
Business Acceleration
Speakers
Dinesh Jotwani
Senior Customer Success Manager, DocuSign,
Mike Agg
Digital Product Director, Northwestern Mutual,
Carlo Platania
Head of Telstra Ventures - Professional Services, Telstra,
Simran Chadha-Rao
Legal Technology Solutions Manager, Google,
David Bianco
Application Programmer/Analyst Consultant, Progressive Insurance,
5:15pm-7:00pm
Networking Reception for DocuSign IMPACT
5:15pm-7:00pm
Networking Reception with Momentum Sponsors in The Dome
Partner
7:30pm-11:30pm
The Party
7:30am-4:00pm
Registration
7:30am-8:45am
Networking Breakfast
9:00am-10:00am
Enabling Modern Systems of Agreement: Today and in the Future
Product Power
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,
10:00am-3:45pm
The Dome
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
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
Ryan Hutnick
Product Manager, DocuSign,
Dave Scheffer
Director of Operations, Edward Jones,
10:30am-11:30am
Enabling Modern Systems of Agreement for Real Estate with DocuSign Transaction Rooms
Product Power
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,
Andrew Gaston
RVP - Mortgage, DocuSign,
Archana Arunkumar
Director Product Management, Ellie Mae, Inc.,
10:30am-11:30am
Breakout Sessions
10:30am-11:30am
Acting on the Modernization Mandate: The Public Sector's Digital Transformation
Business Acceleration
Speakers
Jennifer Royer
Director, Industry Marketing, DocuSign,
Howard Hill
Information Technology Manager, County of Alameda,
Lawrence Lam
Business IT Consultant, Santa Clara County,
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,
10:30am-11:30am
Standard and Customized Reporting for Admins
Pathway Labs
10:30am-11:30am
DocuSign University: Overview of the Fields Palette and Alignment Techniques
Product Power
Speakers
Ciprian Pop
Senior Customer Trainer, DocuSign,
Justin Craig
Manager, Training Delivery, DocuSign,
10:30am-11:30am
How DocuSign Does Compliance—with DocuSign
Developer Reverb
10:30am-11:30am
Understanding Template Recipient Actions
Pathway Labs
11:30am-1:30pm
Keynote Lunch
1:30pm-2:30pm
Breakout Sessions
1:30pm-3:45pm
DocuSign University: Creating Advanced Text Fields Using Validation, Formatting, and Collaboration
Product Power
Speakers
Ciprian Pop
Senior Customer Trainer, DocuSign,
Justin Craig
Manager, Training Delivery, 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
Speaker
Nyasha Gutsa
Product Manager: Invoicing & Payments, Procore,
1:30pm-2:30pm
Compliance in Regulated Industries: Clearing the Higher Bar
Business Acceleration
Speakers
Jennifer Royer
Director, Industry Marketing, DocuSign,
Cyndi Streun
AVP Information Services, The Federation of State Medical Boards Inc.,
Brigitta McKinlay
Regulatory Affairs Lead, General Assembly,
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
Developing Your Blueprint for Success
Business Acceleration
Speakers
Elizabeth Dias
Customer Success and Service Marketing, DocuSign,
Whitney Littman
Director, Customer Success Management, DocuSign,
Erin Pyka
DocuSign University, DocuSign,
1:30pm-2:30pm
Act on Agreements Automatically with DocuSign Connect
Product Power
Speakers
Varadarajan Rajaram
Director, Product Management, DocuSign,
Ryan Schoepp
Specialist, Infrastructure Engineer, Nationwide Insurance,
1:30pm-3:00pm
eSignature Embedding
Developer Reverb
Speakers
Jason Wiswell
Product Trainer, DocuSign,
Michael Flaherty
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
1:30pm-2:30pm
How DocuSign Uses DocuSign for GDPR and How You Can Too
Product Power
Speaker
Wrangel Caliboso
Privacy Corporations Manager, DocuSign,
2:45pm-3:45pm
Best Practices for Deploying DocuSign with Confidence
Product Power
Speakers
Derrick Tran
Product Consultant Manager, DocuSign,
Carlo Platania
Head of Telstra Ventures - Professional Services, Telstra,
Simran Chadha-Rao
Legal Technology Solutions Manager, Google,
Catherine Kromkowski
Product Owner, Walmart Inc,
2:45pm-3:45pm
Building Complex Workflows with Composite Templates
Developer Reverb
Speaker
Gil Vincent
Technical Architect, DocuSign,
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
10:30am-11:30am
Prepare Like a Pro with PowerForms, Bulk Send and Comments
Product Power
10:30am-12:00pm
Docusign Webhooks
Developer Reverb
1:30pm-3:00pm
PowerForm Management Including Permissions, Editing, Folders and Reporting
Pathway Labs
4:00pm-5:00pm
Closing Keynote - Living our Values: Innovation in Action
Business Acceleration