Momentum 2023 North America
Momentum 2023 North America
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10am

11am

Regulatory Trends to Watch in Financial Services

In a riskier market, regulators are growing more vocal on topics like information security and sensitive asset classes. Join us to learn how agreement technology can help FSIs navigate these trends.

New York only
1468398
New York only, , Access Management with SSO, CLM+, ID Verification, Insight, Monitor, Organization Management, Expo Talk ET-7,
Stop Reinventing the Wheel with eSignature Templates

Wasting precious time preparing your agreements? Stop building templates from scratch! Join us to learn shortcuts that will reduce the time it takes you to get up and running for new agreements.

Available on-demand July 10
Watch now
1464990
Available on-demand July 10, , eSignature, In-person Breakout BO-8,
Spaulding Ridge: Scale Your CLM to Maximize Efficiency

Scaling your CLM implementation can be a daunting, but rewarding initiative. Join us as we discuss strategies to establish clear objectives, effect change management, avoid common challenges, and share real-world success stories.

Santa Clara and New York
1539424
Santa Clara and New York, , , Expo Talk ET-10,

12pm

Cimplifi: Lessons from Recent Bank Failures: Mitigate Future Risk with AI

How can financial institutions reduce potential legal and financial risks while remaining compliant and adapting to regulatory changes? This talk will share actionable insights based on regulatory trends and recent industry developments.

New York only
1539423
New York only, , , Expo Talk ET-9,
Win New Customers with Frictionless Onboarding

Today's customers are frustrated by the inconvenience of paper-based, complicated onboarding. Increase completion rates and win new business by simplifying data entry with a smooth, personalized experience.

Available on-demand July 10
Watch now
1464987
Available on-demand July 10, , Document Generation for eSignature, Web Forms, In-person Breakout BO-5,
Get Started with CLM

In this live training, you will learn how to create, manage, and electronically sign agreements using DocuSign CLM.

Santa Clara and New York
1465018
Santa Clara and New York, , CLM, In-person DocuSign University DSU-2,
Get Started with DocuSign eSignature

In this live training, you will learn about basic DocuSign eSignature functionality. Learn to send, sign, and manage envelopes; create and use templates; and enable key administrative settings for your account profile, security settings, branding, and user management. Also learn about DocuSign learning and support resources.

Santa Clara and New York
1465017
Santa Clara and New York, , eSignature, In-person DocuSign University DSU-1,
Proposals Made Profitable - Getting Value from Agreements

Looking for new ways to save time and money in your agreement process? Join us to learn how a customer used a DocuSign template to streamline their proposal process and save $100K a year.

Santa Clara and New York
1465010
Santa Clara and New York, , eSignature, In-person Expo Talk ET-4,
Mobileforce: Accelerate Sales by Automating End-to-End CRM, Quoting and CLM

Sales quoting, contracting and approvals can be inefficient & costly, especially with dynamic multi-party deals or multi-tiered pricing. Learn how to make your quote-to-contract-to-cash process easier, faster & less risky by integrating CLM with CRM + CPQ.

Santa Clara and New York
1543819
Santa Clara and New York, , , Expo Talk ET-12,

1pm

Become an Account Management Hero with DocuSign Admin Tools

This interactive session discusses the benefits of using Admin Tools to boost efficiency and productivity. Learn how customers manage their domains, accounts, and users and about the new self-serve options.

Available on-demand July 10
Watch now
1464988
Available on-demand July 10, , Access Management with SSO, Organization Management, In-person Breakout BO-6,
Learn from DocuSign's own journey of digitizing agreements

Looking for ideas on how to get the most from your DocuSign solutions? Join us as we showcase a diverse range of use cases and tangible results across our organization, designed to help you maximize your own success.

Santa Clara only
1543788
Santa Clara only, , , Breakout BO-14,
What’s next: a look into DocuSign’s future state roadmap

Excited about this year’s roadmap? Join us for an interactive session to learn more about upcoming tools, offer feedback to our product team, and sign up for EAP (where applicable).

Signing the Feedback Participation Agreement is required for this session.

Santa Clara and New York
1464983
Santa Clara and New York, , CLM, eSignature, Future Products, ID Verification, In-person Breakout BO-1,
Customer Influence on Product Development

Hear a collaborative creation success story, where customer feedback helped inform or change product direction. Learn how you can get involved in shaping the DocuSign vision and future products.

Santa Clara and New York
1465007
Santa Clara and New York, , Future Products, Web Forms, In-person Expo Talk ET-1,
Cimplifi: Dispelling the Myth: ChatGPT for Contract Obligation Management

Join Cimplifi experts as they resolve common misconceptions about the use of next gen AI tools (like Open AI's GPT) by demonstrating the practical applications of innovative tools within your CLM system.

Santa Clara only
1539422
Santa Clara only, , , Expo Talk ET-9,
Boost Productivity With Workflow Automations

Do your complex agreements still require manual customization, multiple signers or parallel downstream tasks? Learn how workflow automation eliminates redundant work for your most complicated documents.

Available on-demand July 10
Watch now
1464986
Available on-demand July 10, , eSignature, In-person Breakout BO-4,
Implement AI Tools: From Quick Wins to Custom Modeling

New AI—large language models, generative learning, natural language processing—is daunting. Learn practical AI applications in contract management and create a path to adoption that fits your team.

Santa Clara and New York
1465008
Santa Clara and New York, , CLM, CLM+, In-person Expo Talk ET-2,
Unite Your Enterprise with Scalable Contract Collaboration

Growth comes with challenges—including increased contract volume and complexity. Learn how to improve efficiency, maximize legal resources and accelerate revenue with a scalable contract process.

Available on-demand July 10
Watch now
1464989
Available on-demand July 10, , CLM, CLM+, Insight, In-person Breakout BO-7,
Eliminate Manual Tasks with DocuSign eSignature

In this live training, you will learn about advanced DocuSign eSignature features that help streamline processes. Learn to use advanced template features; PowerForms, bulk sending, and key administrative settings, such as agreement actions, reporting, and signing groups.

Santa Clara and New York
1465019
Santa Clara and New York, , eSignature, In-person DocuSign University DSU-3,
Web Forms for DocuSign eSignature

In this live training, you will learn how to create a personalized, interactive signing experience using DocuSign Web Forms including, determining when to use a Web Form, how to create a Web Form from an existing template, how to customize a Web Form, and how to manage Web Forms.

Santa Clara and New York
1465020
Santa Clara and New York, , eSignature, In-person DocuSign University DSU-4,
Help DocuSign Define Future of AI in Agreements

Join an interactive workshop with the DocuSign product team to brainstorm on upcoming products & features. We'll provide the whiteboard and sticky notes, you provide the feedback! Participation in this session requires signing of the Feedback Participation Agreement (“Agreement”) to ensure that the information shared during this session remains confidential.

Santa Clara and New York
1468319
Santa Clara and New York, , Future Products, Breakout BO-13,

2pm

How DocuSign Works with Your Favorite Apps

Discover a link between DocuSign and your favorite productivity applications to simplify agreements. Learn to send and sign documents from Zoom, Apple, Office, Google, Slack and more.

Santa Clara and New York
1465011
Santa Clara and New York, , eSignature, Integrations, In-person Expo Talk ET-5,
Smash Management Silos to Unleash Your Agreements

Management silos cause friction in today’s agreement process. Join us to preview DocuSign’s vision for centralized deployment management and Global Directory, SCIM and Group support.

Santa Clara only
1465009
Santa Clara only, , CLM, eSignature, Future Products, In-person Expo Talk ET-3,
Verify Signer Identity for More Secure Signatures

As digital transactions surge, the threat of identity fraud also increases. Join us to learn how you can simplify signer identity verification, decrease risk to your organization and improve trust.

Santa Clara and New York
1464993
Santa Clara and New York, , Digital Signatures (Standards-Based Signatures), ID Verification, Notary, In-person Breakout BO-11,
Create Meaningful Reports About Agreements

Who doesn't love a dashboard!? Learn how improving reporting can give you better visibility, control and compliance of your agreements with analytics and an intelligent central repository.

Available on-demand July 10
Watch now
1464985
Available on-demand July 10, , CLM, In-person Breakout BO-3,

3pm

Integrate Everything DocuSign Everywhere All At Once

Uncover opportunities to connect DocuSign tools to your existing tech stack and go beyond eSignature. Learn how customers transformed their agreement process with a well-connected digital system.

Santa Clara and New York
1464994
Santa Clara and New York, , APIs, Integrations, In-person Breakout BO-12,
Quantify the Value of DocuSign eSignature for Your Team

Looking to translate eSignature results into shareable data points? This session teaches you how to quickly calculate the way digitization impacts budgets, productivity, customer experience and more.

Santa Clara and New York
1464984
Santa Clara and New York, , eSignature, Organization Management, In-person Breakout BO-2,
Customize Your Workflow with DocuSign eSignature

In this live training, you will learn how to customize your DocuSign eSignature workflow. Learn to use advanced features, including conditional routing and collaborative fields; and how to use payments, identity verification, the eSignature mobile app, and DocuSign Click.

Santa Clara and New York
1465022
Santa Clara and New York, , eSignature, In-person DocuSign University DSU-6,
Integrate Everywhere with DocuSign eSignature

In this live training, you will learn how to streamline your processes by integrating DocuSign eSignature with key partner solutions, such as Google, Microsoft, and Slack.

Santa Clara and New York
1465021
Santa Clara and New York, , eSignature, In-person DocuSign University DSU-5,
Microsoft: Focus on what’s important, integrate and automate the rest

Toggling between systems wastes 26 business days/year for an employee. What does it take to reclaim this time? Learn how integrating your fundamental platform, Microsoft, with DocuSign reduces these manual, repetitive tasks, while improving accuracy and speed.

Santa Clara and New York
1543843
Santa Clara and New York, , , Expo Talk ET-13,
Protect Your Company's Critical Data with DocuSign Monitor

The digital workplace poses novel security risks: unauthorized activity, stolen credentials, malicious internal actors, etc. Learn how to use DocuSign Monitor to prevent data breaches.

Santa Clara and New York
1464991
Santa Clara and New York, , Monitor, In-person Breakout BO-9,
Deloitte: Streamline your quote-to-cash in the messy middle office

Wondering how companies like yours manage the messy middle office and get contracts out the door faster? Join Deloitte to explore strategies that help accelerate quote to cash processes in Salesforce CPQ and beyond.

Santa Clara and New York
1539425
Santa Clara and New York, , , Expo Talk ET-11,

4pm

A Beginner's Guide to Efficient Contract Management

Is your contracting process delayed by manual work-arounds, disjointed review or version control? Learn how to get started with simple, easy to deploy solutions that align your organization’s priorities.

Santa Clara and New York
1464992
Santa Clara and New York, , CLM Essentials, In-person Breakout BO-10,
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