• Save the date, April 3–4
  • Marriott marquis, Chicago

Agenda

5:00pmRegistration Opens
6:00pm – 8:00pmWelcome ReceptionJoin us as we kick off Connect Chicago in style!
7:30amRegistration Opens
7:30am - 9:00amBreakfastGet fueled up for the day with an assortment of breakfast items while enjoying the view of downtown Chicago from the Conga Skyline Diner
8:00am - 8:45amLike Minds Discussion - Contract Management Problems Solved Round Table Format - Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying common problems in contract management and how to solve them.
9:00am - 9:15amWelcome KeynoteJoin Chief Executive Officer Matthew Schiltz in kicking off Conga Connect Chicago 2018. Learn about Conga's focus on exceeding customer and partner expectations through a focus on creating value.
9:15am - 10:00amConga 20/20Conga’s #1 goal is putting our customers first. Join Doug Rybacki, Chief Product Officer, and Will Spendlove, VP of Product Marketing, for a 20/20 perspective on the Conga Vision that will take us through the exciting new innovations Conga plans to deliver from now into the year 2020. Be prepared for a few exciting surprises!
10:00am - 11:00amJon Acuff - From Start to Finish: The Surprising Truth About Accomplishing GoalsThere are only two paths in life: average and awesome. The average path is easy because all you have to do is nothing. The awesome path is more challenging, because things like fear only bother you when you do work that matters. In “Start,” Jon Acuff gives readers practical, honest, actionable insights into how to be more awesome, more often.

Jon then goes on to tackle what we need to build on this powerful start in his new book, “Finish”. In it he details easy changes you can make to your corporate culture to make sure everyone hits their goals. Some of the ideas are obvious. Some are counterintuitive. Some will surprise you, but the best part is they actually work. Starting is fun, but the future belongs to finishers.
11:00am - 11:45amComposer 101 - Starting with the BasicsLearn the basics of Conga Composer and how to get up and running quickly with Quick Starts and the Document Automation Wizard.
11:00am - 11:45amAndrew Bartels - Contract Management is Not Standing Still - Presented by Andrew Bartels, ForresterContract management is not standing still. This session will help you understand where the new innovation and lifecycle stages will be coming in CM and will help you bring those innovations into your contracting process. Andy Bartels will begin by talking about the 5 stages of Contract Management adoption and the new innovations he is seeing vendors bringing to their solutions.
11:00am - 11:45amThe Salesforce UI You've Dreamed About: Getting to Data Faster and Eliminating ClicksSalesforce is great, but there are things you find annoying. Drilling down for data, clicking and clicking and clicking again to update data. RE:DEFINE the Salesforce UI to work the way you've dreamed it should. Learn how to change the Salesforce UI to work they way you want it to, saving users time, driving adoption, and ultimately improving the data in Salesforce.
12:00pm - 1:00pmLunchTime to RE:FUEL! Pick up lunch in the Conga Skyline Diner and head back out to check demos, spotlight sessions and network with peers.
1:00pm - 1:45pmExploring Alternative Paths in Career DevelopmentDetermining where you want to take your career can be tough. Figuring out how to get there might not be. There are many different paths you can take to advance you career! Join Heather Hickman and Eric Wong in exploring key strategies for forging your path and some of the results they’ve seen using them.
1:00pm - 1:45pmConga Roadmap - The Game Changing Features You Asked For, Just Around the CornerJoin Conga's Chief Product Officer Doug Rybacki and learn about what features and products are in the Conga Roadmap, the decision process around why Conga selected them, and how you can take advantage of them to RE:DEFINE your business.
1:00pm - 1:45pmNovatus 101 - Setting the Foundation of Contract ManagementWalk through the basics of Companies, Contracts, forms and fields. Also learn how to set up the proper Permissions, including Roles, Users, and Lists.
2:00pm - 2:45pmOctiv CAB Q&A with CongaJoin Conga CEO Matthew Schiltz and COO Bob DeSantis for an informal question and answer session.
2:00pm - 2:45pmActionGrid 101 - Step 1 to the Salesforce UI of your DreamsThis training walks through various options for creating and deploying grids. You will also learn how to manage, save, and share views with users.
2:00pm - 2:45pmComposer 102 - Let the Excitement Begin: Templates, Solution Manager and LightningLearn the essentials of creating templates for Conga Composer. This training will also introduce admins to using Solution Manager with Salesforce Lightning.
2:00pm - 2:45pmLike Minds Discussion - DocGen This! New use cases and features you didn't know existedRound Table Format - Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying all the possibilities in Document Generation. You might already have it, now learn how to get the most out of it. New use cases and features you didn't know existed.
2:00pm - 2:45pmYou've Started with DocGen - Now It's Time for the Next Step in Intelligent Document AutomationDocument Generation is the first step in automation. As you build out the document automation process, the ROI increases, your users become happier, and management gains access to more accurate data. Learn about the milestones of Intelligent Document Automation from Conga users.
3:00pm - 3:45pmIntroducing Octiv: Next Generation Sales DocumentsOctiv creates web-based documents offering you document capabilities and collaboration tools that open more use case possibilities and create a whole new world of automation. Learn how web-based documents differ from traditional document generation and how you can take advantage of some of the latest technology to join the Conga Suite.
3:00pm - 3:45pmLike Minds Discussion - Changing the Salesforce UI: You Can Do That?Round Table Format - Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying "the things you wish were different" in the Salesforce UI and how others have made them different with ActionGrid.
3:00pm - 3:45pmComposer Customer Advisory Group MeetingDiscuss and provide feedback for Conga Composer to help ensure your voice is heard in continuing to provide a Document Generation solution that has the highest impact possible on your business.
3:00pm - 3:45pmContracts 101 - From Contract Generation to eSignature: The Basics in Automating Your Contracting ProcessWalk through the end-user process for using Conga Contracts with Composer as the document generation engine. Learn how to create Managed Clauses, send for negotiation, view redlines, sync data to Salesforce with True-Up, and deliver the final document for eSignature.
3:00pm - 3:45pmNovatus 102 - Contract Request Forms, Profile Rules and Creation TemplatesIn this training you will learn how to create Contract Request Forms, set up simple Profile Rules, and the basics of Creation Templates.
4:00pm - 5:00pmAll-Star Customer Panel - Your Questions Answered!Ask questions of our all-star customer panel. This year's panel includes; Chris Albano|Home Depot, Talese Shertzer|Amgen, Matthew Wollack|Wolverine Human Services, Kristina Lorenz|BCD Travel and returning panel guest Justice Sikakane|JPS. The panel will be moderated by Conga Chief Operating Officer, Bob DeSantis.
5:00pm - 6:00pmNovatus User Group - Annual MeetingThis is a private meeting for members of the Novatus user group. Please contact the Novatus User Group on LinkedIn if you aren't a member and would like to attend
6:00pm - 11:00pmCocktails, Dinner and Unforgettable Views - and TILT! At 360 CHICAGOCocktails, Dinner and Unforgettable Views - and TILT! At 360 CHICAGO

Breakfast and Lunch served Tuesday

7:30am - 9:00amBreakfastGet fueled up for the day with an assortment of breakfast items while enjoying the view of downtown Chicago from the Conga Skyline Diner.
8:00am - 8:45amActionGrid 102 - Working with Data the Easy WayLearn how to use batch add/edit, Request Action, Conga Composer integration, and other custom actions to maximize your productivity with ActionGrid.
8:00am - 8:45amLike Minds Discussion - Automate All the Things!Round Table Format - Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying all the various ways companies introduce automation. Get ideas for new things you should focus on automating.
8:00am - 8:45amComposer 103 - SOQL, It Isn't So ToughWalk through the creation of SOQL Queries using the Conga Query Builder and other tips on gathering data for Composer.
8:00am - 8:45amConga Contracts Customer Advisory Group MeetingDiscuss and provide feedback for Conga Contracts to help ensure your voice is heard in continuing to provide a Contract solution that has the highest impact possible on your business.
8:00am - 8:45amNovatus 104 - Reporting & InsightsThis training will walk through how to build and share reports with the new BI Tool. You will also learn how to create Dashboards for visualizing data.
9:00am - 9:45amComposer 104 - Taking Document Generation to Full AutomationThis training walks you through how to use Conga Conductor and Conga Workflow to automate your Composer processes. You will also learn how to setup Global Reporting solutions using Global Merge.
9:00am - 9:45amNovatus Customer Advisory Group Meeting (Formerly the UAC)Novatus User Advisory Council - Discuss and provide feedback for Conga Novatus to help ensure your voice is heard in continuing to provide a Novatus solution that has the highest impact possible on your business.
10:00am - 10:45amConga ActionGrid Customer Advisory Group MeetingDiscuss and provide feedback for Conga ActionGrid to help ensure your voice is heard in continuing to provide an ActionGrid solution that has the highest impact possible on your business.
10:00am - 10:45amContracts 102 - CPQ & Dealing with Counter-partiesThis training walks through how Conga Contracts can handle use cases in which the counter-party inserts their own contract or terms into the negotiation process. Additionally, learn how to work with CPQ Enhanced quotes and other tips and tricks for using Conga Contracts.
10:00am - 10:45amLike Minds Discussion - eSign What?Round Table Format - Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying all the various ways eSignature can be used and the best practices for deploying it.
10:00am - 10:45amNovatus 103 - Flow Right into FlowsWalk through the process of setting up a Flow and using recent Flow enhancements. Also learn how to search and report on Flows.
10:00am - 10:45amWhat’s New? Conga Sign! A Better Way to eSignatureLearn about one of Conga's newest solutions - Conga Sign. eSignature RE:DEFINED by users like you to offer what you need, and designed to work the way you work. Purpose built for Salesforce, Conga Sign integrates perfectly with the Conga Suite to offer you a truly end-to-end document automation solution.
10:00am - 10:45amWhat Do the Opioid Crisis and DocGen Have in Common?What do the opioid crisis and DocGen have in common? Explore new concepts and best practices in document generation/automation that are revolutionizing business processes, and learn how one service organization is tackling the demands of today’s social issues with Conga.
11:00am - 12:00pmGeoffrey Moore - Zone Management: Organizing to Compete in an Age of DisruptionEveryone wants to win. But as the pace of change picks up, companies are finding it harder than ever to launch new product lines successfully and keep existing ones running at a profit. Disruption is happening to every industry and every company. You need a strategy.

Enter Geoffrey Moore, one of the world’s most respected thinkers when it comes to identifying new market opportunities. In his latest book, "Zone to Win," he explores different strategies for success in our rapidly shifting world. And now he’s sharing his ideas on how to win – and more importantly, what they mean for your business.
1:00pm - 1:30pmClosing ReceptionEnjoy the views, food, and networking opportunities one last time in the Conga Skyline Diner as we celebrate Connect Conga Chicago 2018.
1:00pm - 4:00pmCertification Prep Course - ActionGridThis three-hour course will prepare you to pass the Conga ActionGrid Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification.
1:00pm - 4:00pmCertification Prep Course - ComposerThis three-hour course will prepare you to pass the Conga Composer Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification.
1:00pm - 4:00pmCertification Prep Course - ContractsThis three-hour course will prepare you to pass the Conga Contracts Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification. Note that the Composer Certification is a prerequisite.
1:00pm - 4:00pmCertification Prep Course - NovatusThis three-hour course will prepare you to pass the Novatus Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification.
4:00pm - 5:00pmCertification Exam - ActionGrid
4:00pm - 5:00pmCertification Exam - Composer
4:00pm - 5:00pmCertification Exam - Contracts
4:00pm - 5:00pmCertification Exam - Contracts

Breakfast and Lunch served Wednesday

Content

Start building your personal agenda in the Conga Connect app! Download the app now:

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Welcome Keynote – Matthew J. Schlitz
Join Chief Executive Officer Matthew Schiltz in kicking off Conga Connect Chicago 2018. Learn about Conga’s focus on exceeding customer and partner expectations through a focus on creating value.

Conga 20/20 – Doug Rybacki, Will Spendlove
Conga’s #1 goal is putting our customers first. Join Doug Rybacki, Chief Product Officer, and Will Spendlove, VP of Product Marketing, for a 20/20 perspective on the Conga Vision that will take us through the exciting new innovations Conga plans to deliver from now into the year 2020. Be prepared for a few exciting surprises!

From Start to Finish: The Surprising Truth About Accomplishing Goals – Jon Acuff
There are only two paths in life: average and awesome. The average path is easy because all you have to do is nothing. The awesome path is more challenging, because things like fear only bother you when you do work that matters. In “Start,” Jon Acuff gives readers practical, honest, actionable insights into how to be more awesome, more often.

Jon then goes on to tackle what we need to build on this powerful start in his new book, “Finish”. In it he details easy changes you can make to your corporate culture to make sure everyone hits their goals. Some of the ideas are obvious. Some are counterintuitive. Some will surprise you, but the best part is they actually work. Starting is fun, but the future belongs to finishers.

Contract Management is Not Standing Still – Presented by Andrew Bartels, Forrester – Andrew Bartels
Contract management is not standing still. This session will help you understand where the new innovation and lifecycle stages will be coming in CM and will help you bring those innovations into your contracting process. Andy Bartels will begin by talking about the 5 stages of Contract Management adoption and the new innovations he is seeing vendors bringing to their solutions.

Zone Management: Organizing to Compete in an Age of Disruption – Geoffrey Moore
Everyone wants to win. But as the pace of change picks up, companies are finding it harder than ever to launch new product lines successfully and keep existing ones running at a profit. Disruption is happening to every industry and every company. You need a strategy.

Enter Geoffrey Moore, one of the world’s most respected thinkers when it comes to identifying new market opportunities. In his latest book, “Zone to Win,” he explores different strategies for success in our rapidly shifting world. And now he’s sharing his ideas on how to win – and more importantly, what they mean for your business.

All-Star Customer Panel  – Your Questions Answered!
Ask questions of our all-star customer panel. This year’s panel includes; Chris Albano|Home Depot, Talese Shertzer|Amgen, Matthew Wollack|Wolverine Human Services, Kristina Lorenz|BCD Travel and returning panel guest Justice Sikakane|JPS. The panel will be moderated by Conga Chief Operating Officer, Bob DeSantis.

Composer Customer Advisory Group Meeting
Discuss and provide feedback for Conga Composer to help ensure your voice is heard in continuing to provide a Document Generation solution that has the highest impact possible on your business.

Conga ActionGrid Customer Advisory Group Meeting
Discuss and provide feedback for Conga ActionGrid to help ensure your voice is heard in continuing to provide an ActionGrid solution that has the highest impact possible on your business.

Conga Contracts Customer Advisory Group Meeting
Discuss and provide feedback for Conga Contracts to help ensure your voice is heard in continuing to provide a Contract solution that has the highest impact possible on your business.

Conga Roadmap – The Game Changing Features You Asked For, Just Around the Corner
Join Conga’s Chief Product Officer Doug Rybacki and learn about what features and products are in the Conga Roadmap, the decision process around why Conga selected them, and how you can take advantage of them to RE:DEFINE your business.

Exploring Alternative Paths in Career Development
Determining where you want to take your career can be tough. Figuring out how to get there might not be. There are many different paths you can take to advance you career! Join Heather Hickman and Eric Wong in exploring key strategies for forging your path and some of the results they’ve seen using them.

Introducing Octiv: Next Generation Sales Documents
Octiv creates web-based documents offering you document capabilities and collaboration tools that open more use case possibilities and create a whole new world of automation. Learn how web-based documents differ from traditional document generation and how you can take advantage of some of the latest technology to join the Conga Suite.

Like Minds Discussion – Automate All the Things!
Round Table Format – Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying all the various ways companies introduce automation. Get ideas for new things you should focus on automating.

Like Minds Discussion – Changing the Salesforce UI: You Can Do That?
Round Table Format – Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying “the things you wish were different” in the Salesforce UI and how others have made them different with ActionGrid.

Like Minds Discussion – Contract Management Problems Solved
Round Table Format – Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying common problems in contract management and how to solve them.

Like Minds Discussion – DocGen This! New use cases and features you didn’t know existed
Round Table Format – Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying all the possibilities in Document Generation. You might already have it, now learn how to get the most out of it. New use cases and features you didn’t know existed.

Like Minds Discussion – eSign What?
Round Table Format – Learn from your peers and share best practices and ideas in this moderator-led Round Table focused on identifying all the various ways eSignature can be used and the best practices for deploying it.

Novatus Customer Advisory Group Meeting (Formerly the UAC)
Novatus User Advisory Council – Discuss and provide feedback for Conga Novatus to help ensure your voice is heard in continuing to provide a Novatus solution that has the highest impact possible on your business.

Novatus User Group – Annual Meeting
This is a private meeting for members of the Novatus user group. Please contact the Novatus User Group on LinkedIn if you aren’t a member and would like to attend

The Salesforce UI You’ve Dreamed About: Getting to Data Faster and Eliminating Clicks
What do the opioid crisis and DocGen have in common? Explore new concepts and best practices in document generation/automation that are revolutionizing business processes, and learn how one service organization is tackling the demands of today’s social issues with Conga.

What’s New? Conga Sign! A Better Way to eSignature
Learn about one of Conga’s newest solutions – Conga Sign. eSignature RE:DEFINED by users like you to offer what you need, and designed to work the way you work. Purpose built for Salesforce, Conga Sign integrates perfectly with the Conga Suite to offer you a truly end-to-end document automation solution.

You’ve Started with DocGen – Now It’s Time for the Next Step in Intelligent Document Automation
Document Generation is the first step in automation. As you build out the document automation process, the ROI increases, your users become happier, and management gains access to more accurate data. Learn about the milestones of Intelligent Document Automation from Conga users.

ActionGrid 101 – Step 1 to the Salesforce UI of your Dreams
This training walks through various options for creating and deploying grids. You will also learn how to manage, save, and share views with users.

ActionGrid 102 – Working with Data the Easy Way
Learn how to use batch add/edit, Request Action, Conga Composer integration, and other custom actions to maximize your productivity with ActionGrid.

Composer 101 – Start with the Basics
Learn the basics of Conga Composer and how to get up and running quickly with Quick Starts and the Document Automation Wizard.

Composer 102 – Let the excitement begin. Templates, Solution Manager and Lightning
Learn the essentials of creating templates for Conga Composer. This training will also introduce admins to using Solution Manager with Salesforce Lightning.

Composer 103 – SOQL, it isn’t so tough.
Walk through the creation of SOQL Queries using the Conga Query Builder and other tips on gathering data for Composer.

Composer 104 – Taking Document Generation to Full Automation
This training walks you through how to use Conga Conductor and Conga Workflow to automate your Composer processes. You will also learn how to setup Global Reporting solutions using Global Merge.

Contracts 101 – From Contract Generation to eSignture, the basics in automating your contracting process
Walk through the end-user process for using Conga Contracts with Composer as the document generation engine. Learn how to create Managed Clauses, send for negotiation, view redlines, sync data to Salesforce with True-Up, and deliver the final document for eSignature.

Contracts 102 – CPQ & Dealing with Counter-parties
This training walks through how Conga Contracts can handle use cases in which the counter-party inserts their own contract or terms into the negotiation process. Additionally, learn how to work with CPQ Enhanced quotes and other tips and tricks for using Conga Contracts.

Novatus 101 – Setting the Foundation of Contract Management
Walk through the basics of Companies, Contracts, forms and fields. Also learn how to setup the proper Permissions, including Roles, Users, and Lists.

Novatus 102 – Contract Request Forms, Profile Rules and Creation Templates
In this training you will learn how to create Contract Request Forms, setup simple Profile Rules, and the basics of Creation Templates.

Novatus 103 – Flow right into Flows
Walk through the process of setting up a Flow and using recent Flow enhancements. Also learn how to search and report on Flows.

Novatus 104 – Reporting & Insights
This training will walk through how to build and share reports with the new BI Tool. You will also learn how to create Dashboards for visualizing data.

Conga’s Certification Program provides a highly respected credential for Conga users and partners that demonstrates knowledge, ability, and experience. The Conga certification program signifies the capability to professionally administrate Conga solutions. At Conga Connect Chicago attendees will be able to take one of the four offered Certification Exams:

  1. Certification Exam – ActionGrid
  2. Certification Exam – Composer
  3. Certification Exam – Contracts
  4. Certification Exam – Novatus

Certification Prep Course – ActionGrid
This three-hour course will prepare you to pass the Conga ActionGrid Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification.

Certification Prep Course – Composer
This three-hour course will prepare you to pass the Conga Composer Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification.

Certification Prep Course – Contracts
This three-hour course will prepare you to pass the Conga Contracts Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification. Note that the Composer Certification is a prerequisite.

Certification Prep Course – Novatus
This three-hour course will prepare you to pass the Novatus Certification Exam. Prep Courses are designed to follow the exam and address all the certification topics to ensure your best opportunity to complete certification.