ENGAGE 2023
Agenda
With thought-provoking speakers and 65+ actionable sessions, you’ll get the tools and inspiration you need to tackle your next big thing.
Already registered?
Build your schedule in the Attendee Hub
ENGAGE 2023
Agenda
With thought-provoking speakers and 65+ actionable sessions, you’ll get the tools and inspiration you need to tackle your next big thing.
Already registered?
Build your schedule
in the Attendee Hub
Plug in to the event experience with the ENGAGE mobile app
Access your agenda, connect with attendees, and more — all from your mobile device.
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Learn the Smartsheet Platform
Meet all the core components of Smartsheet, from sheets to sharing to formulas, and discover best practices that will help you unlock your potential with Smartsheet. This track is a must for beginners, and it also offers valuable tips for intermediate and advanced users.
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Grow with Modern Project and Portfolio Management
Are you a project manager looking to scale your work or a program leader focused on building processes to drive continuous improvements in how work gets done? You are in the right place! In this track, you’ll learn how to create simple, yet powerful processes that will help you plan, prioritize, and deliver projects at scale. Learn how to align work with broader company goals, assign responsibilities, execute, monitor, and report on the work that matters the most.
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Expand with Marketing and Creative Management work
From ideation to content creation to data analysis, there’s an art to building a brand and a science to scaling it. Whether your team is just getting started or you’ve already got sophisticated processes in place, you’ll learn how you can use Smartsheet and Brandfolder to build effective marketing and creative solutions to accelerate campaigns, content, and creative work and deliver better customer experiences at scale.
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Innovate with Strategic Transformation
As businesses grow, or as markets shift and evolve, organizations must often introduce and drive strategic change to capitalize on opportunity, drive continued profitability, or support business expansion. This learning track focuses on how and where technology can play a role to enable and accelerate strategic business transformation.
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Understand Security, Governance, and Administration
Managing and securing a Smartsheet instance at scale is a critical component of maximizing the platform's potential for enhancing collaboration and efficiency. In this track, we will explore the essential skills and knowledge needed to manage your Smartsheet account efficiently and securely, and optimize its use for your organization.
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Stretch your power user skills
As you become a power user within Smartsheet, you see how much more can be done with your data and solutions. In this track, we explore different areas from forms and formulas to Control Center and the API. Most sessions will present two different examples of a topic and give you tips and tools you can immediately use in your organization.
Breakout session tracks
Breakout session tracks
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Learn the Smartsheet Platform
Meet all the core components of Smartsheet, from sheets to sharing to formulas, and discover best practices that will help you unlock your potential with Smartsheet. This track is a must for beginners, and it also offers valuable tips for intermediate and advanced users.
-
Grow with Modern PPM
Are you a project manager looking to scale your work or a program leader focused on building processes to drive continuous improvements in how work gets done? You are in the right place! In this track, you’ll learn how to create simple, yet powerful processes that will help you plan, prioritize, and deliver projects at scale. Learn how to align work with broader company goals, assign responsibilities, execute, monitor, and report on the work that matters the most.
-
Expand with Marketing and Creative Management work
From ideation to content creation to data analysis, there’s an art to building a brand and a science to scaling it. Whether your team is just getting started or you’ve already got sophisticated processes in place, you’ll learn how you can use Smartsheet and Brandfolder to build effective marketing and creative solutions to accelerate campaigns, content, and creative work and deliver better customer experiences at scale.
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Innovate with Strategic Transformation
As businesses grow, or as markets shift and evolve, organizations must often introduce and drive strategic change to capitalize on opportunity, drive continued profitability, or support business expansion. This learning track focuses on how and where technology can play a role to enable and accelerate strategic business transformation.
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Understand Security, Governance, and Administration
Managing and securing a Smartsheet instance at scale is a critical component of maximizing the platform's potential for enhancing collaboration and efficiency. In this track, we will explore the essential skills and knowledge needed to manage your Smartsheet account efficiently and securely, and optimize its use for your organization.
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Stretch your skills
TBD
Explore the agenda
Filter by track or date. Click on each session title to learn more.
ENGAGE Registration
Sept. 18
9:00AM - 5:00PM
Schedule
Pick up your ENGAGE 2023 conference passes or stop by to ask us questions at the registration desk.
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
Volunteer Service Project
Sept. 18
12:00PM - 2:00PM
At Smartsheet, our mission is to empower anyone to drive meaningful change. That’s why for the second year in a row, we’re hosting a Volunteer Service Project at ENGAGE, our annual conference this September in Seattle. Connect with fellow attendees and Smartsheet employees for a clean-up in the downtown Seattle area. Also, complete the forms here to volunteer! Volunteers must be registered for the ENGAGE conference to attend.
Please arrive at 11:45 AM
View full session details
Track Other |
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Location Pine Street Entrance | SCC Summit Building |
Experience Hub
Sept. 18
2:00PM - 5:00PM
Schedule
The Experience Hub is like the Main Street of ENGAGE — with 50+ booths to ask questions and share your thoughts on all things Smartsheet, the opportunity to snag a selfie with a Seattle Kraken Zamboni, chat with a Smartsheet solutioning partner, link up with an account team member in the Coffee Connect lounge, and much, much more!
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
The Brand Collective podcast - a live recording
Sept. 18
3:00PM - 4:00PM
Join us for the second live recording of the Brand Collective podcast at ENGAGE - a place to explore and uncover what happens behind the scenes of some of the world's most interesting brands. Hear from a panel of expert marketers and Smartsheet customers as we dive into their professional journeys and brand recipes that strike the perfect balance between creativity and effectiveness. Strong brands live here. Here are their stories.
View full session details
Track Theater Session |
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Speaker Lorit Queller, Denise Southerland, Nick Ross, Chelsea D'Angelo |
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Location Exhibit Hall Level | Experience Hub Theater |
Newbie orientation for first-time ENGAGE attendees
Sept. 18
4:00PM - 5:00PM
Networking
Join us for a one-hour mixer in the Experience Hub to learn how you can get the most from your first visit to ENGAGE.You’ll hear from the Smartsheet leadership, and the ENGAGE planning team. Plus, you'll have a chance to meet other first-time attendees.
View full session details
Track Other |
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Speaker Andrew Bennett, Jeremy Youett, • Cicero, Alyssa Hill |
Closed: Registration • Experience Hub
Sept. 18
5:00PM - 5:00PM
Schedule
Track Other |
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Location Exhibit Hall Level | Experience Hub |
ENGAGE Registration
Sept. 19
7:30AM - 5:00PM
Schedule
Pick up your ENGAGE 2023 conference passes or stop by to ask us questions at the registration desk.
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
Breakfast
Sept. 19
7:30AM - 9:00AM
Meal
Start your day with breakfast in the Experience Hub
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
Experience Hub
Sept. 19
8:00AM - 9:00AM
Schedule
The Experience Hub is like the Main Street of ENGAGE — with 50+ booths to ask questions and share your thoughts on all things Smartsheet, the opportunity to snag a selfie with a Seattle Kraken Zamboni, chat with a Smartsheet solutioning partner, link up with an account team member in the Coffee Connect lounge, and much, much more!
The Experience Hub will be closed during keynotes!
Track Other |
Newbie orientation for first-time ENGAGE attendees
Sept. 19
8:15AM - 8:30AM
Join us for a one-hour mixer in the Experience Hub to learn how you can get the most from your first visit to ENGAGE.You’ll hear from the Smartsheet leadership, and the ENGAGE planning team. Plus, you'll have a chance to meet other first-time attendees.
View full session details
Location Exhibit Hall Level | Experience Hub Theater |
Industry Spotlight: Advance Capabilities in Action - State and Local Government & Control Center
Sept. 19
8:20AM - 8:40AM
Join Solutions Engineer Amy Nguyen as she sets up the metadata behind a Control Center blueprint that provisions new grants as part of a grant management solution as a means to add consistency and visibility at scale to a city's grant management process. We'll go behind the scenes of setting up your blueprint. Advanced knowledge of Smartsheet solution design is suggested for those attending this session.
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Track Theater Session |
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Speaker Amy Nguyen, Elisabeth Wharton |
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Location Exhibit Hall Level | Experience Hub Theater |
Opening Keynote
Sept. 19
9:00AM - 10:00AM
Keynote
Get the first look at the newest innovations to drive productivity and efficiency as you plan, do and scale your work with the world's most powerful enterprise work management platform.
Smartsheet leaders, including CEO Mark Mader, Product Marketing VP Kati Quigley, and Product Management SVP Ben Canning, frame the future and unveil a cascade of new features to revolutionize the ways organizations operate. Learn first-hand from leading customers who will share their most exciting Smartsheet innovations and inspirations, including ADP, Goodwill Industries and Sodexo.
View full session details
Track Other |
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User Level All Levels |
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Speaker Mark Mader, Kati Quigley, Ben Canning, Miya McClain, Noah Edelstein, Anabela Sarti, Jonathan Kidd, Onney Crowley, Rekha Raghu |
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Location Level 2 | Flex C |
Experience Hub
Sept. 19
10:00AM - 6:30PM
Schedule
The Experience Hub is like the Main Street of ENGAGE — with 50+ booths to ask questions and share your thoughts on all things Smartsheet, the opportunity to snag a selfie with a Seattle Kraken Zamboni, chat with a Smartsheet solutioning partner, link up with an account team member in the Coffee Connect lounge, and much, much more!
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
Leveraging the query string in forms
Sept. 19
10:30AM - 11:30AM
Demo Session
This two-part session will focus on using query string parameters to automatically fill in fields in forms. In part 1, you’ll learn how to format the form URL and use query strings to automatically populate a form. Part 2 will walk you through a real-world example of how to move a Lessons Learned sheet out of a Smartsheet Control Center Blueprint and use query strings to add rows to a Lessons Learned Repository. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Stretch your power user skills |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Chad Eiring, Courtney Lake |
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Location Level 3 | Room 321 |
Intake to archive: The anatomy of a complete solution
Sept. 19
10:30AM - 11:30AM
Session
Looking at a common project intake process, this session will walk you through all of the steps to create a complete workflow in Smartsheet: From diagramming your solution to creating forms to automating the various steps and visualizing data with reports and dashboards. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker • Cicero |
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Location Level 3 | Room 342 |
Taking the leap from projects to programs and portfolios
Sept. 19
10:30AM - 11:30AM
Demo Session
What does it take to take the leap of faith from managing projects to more complex programs and portfolios? Understand the differences and the commonalities between them and what it takes to manage successful programs and portfolios. Learn how to align and prioritize your projects with organizational goals, codify and scale best practices, allocate resources, execute, and deliver with ease. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Rachel Alldredge, Eric Bergman |
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Location Level 3 | Room 348 |
Change management: Everyone wants it, nobody does it
Sept. 19
10:30AM - 11:30AM
Demo Session
We know managing the human side of change is tough and there are many methodologies to manage change — ADKAR®, Lewin's, Kotters to name a few. But regardless of how you manage the change, it’s important to have a solution to execute and manage that change at scale. Join this session to see a real-life example of how Smartsheet can manage change at scale and it can support you in effectively deploying your solution across your organization. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Brian Gann, Rachel Reynolds |
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Location Level 3 | Room 346 |
What's next for Smartsheet Gov?
Sept. 19
10:30AM - 11:30AM
Demo Session
Learn about forthcoming features and capabilities, and the future of Smartsheet Gov for customers and partners. These enhancements include some of our most in-demand features requested by government customers, and reflect our ongoing commitment to empowering government agencies with secure and compliant modern work management solutions. Join us if you want to know what we have planned for the Smartsheet Gov platform, and hear first-hand from customers and partners how they plan to use these updates to amplify their impact!
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Track Understand Security͵ Governance͵ and Administration |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Asif Husain, Chris Peake, Helo Mustafa, Javier Rodriguez, Marina Nitze |
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Location Level 3 | Room 331 |
Advanced automation strategies to unlock efficiency
Sept. 19
10:30AM - 11:30AM
Session
Learn how to use advanced automated workflows to save time, boost collaboration, and ensure consistent processes. Discover how to create simple, yet powerful automated processes with trigger setups, conditional paths, and combining actions. Plus, you’ll explore multi-step approval scenarios, how to set up mini flows to resubmit declined requests, automatically generate and send documents for e-signature, assign contacts to requests, record dates, and more! *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Amanda Shackelford, Lorena Smith |
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Location Level 2 | Flex A Room |
Demystifying DAM, a Brandfolder overview
Sept. 19
10:30AM - 11:30AM
Demo Session
What is DAM? Brandfolder? Who's that? Join us to learn all about digital asset management and Brandfolder by Smartsheet, the #1 Digital Asset Management software, and have all your DAM questions answered! We'll go over who DAM is for (hint: it's not just for marketers and creatives), the benefits DAM can have for your organization, and why Smartsheet chose Brandfolder to be our content experience of choice. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Sean Carty, John Horodyski |
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Location Level 3 | Room 324 |
Faster delivery, better benefits realization: Smartsheet for services delivery
Sept. 19
10:30AM - 11:30AM
Demo Session
Managing professional services projects involves weighing and optimizing projects, tracking these efficiently from lead generation to invoicing, matching resources to demand, and appropriately time tracking and billing. By involving your customers, PMOs, and program managers from planning through delivery, you can truly set your firm apart. Discover how Smartsheet can help you enhance performance, differentiate your organization, and leave a lasting impression on your customers. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Scott Janovitz, Walter Simpson, Brian Parrino |
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Location Level 3 | Room 333 |
Building and managing your first project in Smartsheet
Sept. 19
10:30AM - 11:30AM
Demo Session
Learn how to create your first project in Smartsheet! From “starting from scratch” to the Template Gallery, we’ll cover the various ways to get started. You’ll learn how you can bring together components like sheets, reports, and dashboards to build impactful projects and leverage Smartsheet to improve collaboration. Then, we’ll go over the educational resources available to you to make each project a success. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Miya McClain, Damani Musgrave |
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Location Level 3 | Room 344 |
Meet & Eat: Let's talk about Community
Sept. 19
11:30AM - 1:00PM
Meal
Join Smartsheet community leaders and newbies to learn how peers are using the Smartsheet Community platform to achieve more, share ideas and best practices, and connect over lunch
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
Track Other |
Meet & Eat: IT Roundtable
Sept. 19
11:30AM - 1:00PM
Meal
Participate in a roundtable discussion with other IT users over lunch
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Other |
Meet & Eat: Driving Smartsheet adoption at your company
Sept. 19
11:30AM - 1:00PM
Meal
Join peers for an open discussion on how to advocate for Smartsheet at your company. Share ideas, best practices, and just connect over lunch.
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
Track Other |
Meet & Eat: Best of ENGAGE
Sept. 19
11:30AM - 1:00PM
Meal
Join peers over lunch in sharing what you're looking forward to most at ENGAGE and your highlight from years past.
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
Track Other |
Meet & Eat: Marketing Roundtable
Sept. 19
11:30AM - 1:00PM
Meal
Participate in a roundtable discussion with other marketing users over lunch
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Other |
Women in IT Luncheon
Sept. 19
11:30AM - 1:00PM
Meal
Join us for a special event spotlighting women and gender minorities in Information Technology at ENGAGE! This luncheon is a unique opportunity to kick off ENGAGE while connecting with other professionals in the tech industry, fostering an environment of diversity, equity, and inclusion.
While primarily focused on women and gender minorities in IT, we invite those who stand by our values of diversity and inclusiveness to also participate.
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Track Other |
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Location Level 4 | Room 427 |
Meet & Eat: Let's talk about Advance
Sept. 19
11:30AM - 1:00PM
Meal
Join peers with Advance capabilities to learn what others are building, share ideas and best practices, and connect over lunch
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Other |
Meet & Eat: Driving Success: Strategies for Adoption and Change Management
Sept. 19
11:30AM - 1:00PM
Meal
Learn about the Smartsheet Mobilizer Program, and network with seasoned Smartsheet Mobilizer(s) who will provide insights on adoption, change management, and effective rollout strategies
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Other |
Lunch
Sept. 19
11:30AM - 1:00PM
Meal
Join your peers for lunch in the Experience Hub
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Meet & Eat: Unlocking Success: Strategies to Gain Leadership Buy-in
Sept. 19
11:30AM - 1:00PM
Meal
Learn about the Smartsheet Mobilizer Program, and and gain insights from other Smartsheet Mobilizer(s) on effective strategies for securing executive support.
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Other |
Smartsheet Solution Health Checks
Sept. 19
11:45AM - 12:05PM
You've built, or have inherited a Smartsheet solution that you and your team depend on. But you are wondering if your solution is built 'the right way' and based on best practices. Join us to learn more about solution health, and how to optimize your solution for growth.
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Track Theater Session |
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Location Exhibit Hall Level | Experience Hub Theater |
Get Smartsheet Certified Now!
Sept. 19
12:10PM - 12:30PM
For the first time, we are offering a SmartU Ambassador Certification. These badges are limited and only earned at special events. Come learn about Smartsheet University offerings and certifications and you might earn this special badge today!
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Track Theater Session |
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Location Exhibit Hall Level | Experience Hub Theater |
Unleash Your Smartsheet Potential through Collaboration with a Smartsheet Consulting Partner
Sept. 19
12:30PM - 12:45PM
Discover how Smartsheet Consulting Partners can help elevate your Smartsheet capabilities and expedite transformational solutions through trusted partners. This 10-minute talk will outline the advantages that a Smartsheet Consulting Partner provides including: (a) Complementary assessments with recommendations; (b) access to demos of proven solutions and pre-built templates; and (c) immediate availability to certified consultants to start implementations. Join M2 Strategy, a Platinum Smartsheet Partner, to learn more about why hundreds of clients have successfully elevated their Smartsheet capabilities by leveraging vetted, experienced partners who are experts in tool. One lucky attendee will receive 30 hours of free Smartsheet consulting/training for their company as part of a raffle during the session!
View full session details
Track Theater Session |
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Speaker Helo Mustafa, Michael Raposo |
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Location Exhibit Hall Level | Experience Hub Theater |
Taking Smartsheet and Resource Management integration to the next level with Bridge
Sept. 19
1:00PM - 2:00PM
Demo Session
Discover two ways to use Bridge to automate sending data from Smartsheet to Resource Management in this two-part session. Part 1 focuses on how to use Bridge to keep project metadata up to date in Resource Management when it changes in Smartsheet. Part 2 details how Bridge can be used to implement regional holidays in Resource Management based on assignments in Smartsheet. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Stretch your power user skills |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Ann-Alicia Artis, Ian Barker |
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Location Level 3 | Room 331 |
The AI content revolution
Sept. 19
1:00PM - 2:00PM
Session
AI is changing the way that people do work, and it can revolutionize the way we work with content. Explore how AI can make content workflows more efficient, creative, and reflective of your organization’s values.*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Skye Bacus |
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Location Level 3 | Room 348 |
Delivering actionable insights to your leadership team
Sept. 19
1:00PM - 2:00PM
Demo Session
Portfolio management is all about the big picture view of how all your projects ladder up to organizational strategy. Business leaders need to have actionable insights across their portfolios to measure impact and make smarter decisions. Learn how to aggregate information/data at program and portfolio levels to provide a high level of visibility to your leadership team so that they can identify changing business needs and respond to them with speed. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Jesse Krinsky, Olivia Ripps, Jennifer Jones, Allison Crull |
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Location Level 2 | Flex A Room |
Driving process improvements: Smartsheet for capital projects
Sept. 19
1:00PM - 2:00PM
Demo Session
Be it a small, operational project such as relocation or a minor structural adjustment or a large one like a full-scale real estate development, capital projects need ways to create efficiencies through structured processes. Find out how to overcome the visibility and transparency challenges faced by a majority of these projects with a solution that allows teams to work collaboratively with full visibility on scope, budgets, planning, and risks. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Jonah Graves, Erich Leiden, Alexander Fraser |
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Location Level 3 | Room 344 |
Streamline your creative operations
Sept. 19
1:00PM - 2:00PM
Demo Session
Unlock the full potential of your creative teams whether you're in creative ops, you manage a creative team, or you work closely with creatives! Learn how work management and digital asset management brings marketing, creative, and content together in one place to streamline your creative operations from ideation to analysis. You'll walk away with some new tips to maximize efficiency and ROI for all of your asset-centric activities. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Nathan Malone, Scott Tewel, Jenna Beaver |
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Location Level 3 | Room 333 |
A beginner's guide to Smartsheet administration
Sept. 19
1:00PM - 2:00PM
Session
Every new Smartsheet administrator should know about user and license management, admin reporting, setting up global account controls, adding corporate branding to assets, and more. Join us to learn the essential skills and knowledge needed to efficiently manage your Smartsheet account at scale and optimize its use for your organization. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Understand Security͵ Governance͵ and Administration |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Zack Smith, Quan To |
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Location Level 3 | Room 346 |
Proven strategies for scaling the adoption of marketing solutions
Sept. 19
1:00PM - 2:00PM
Session
Have you ever wished you could clone yourself? Be in two places at once? Just do it yourself? In this session, we will discuss how you can amplify your efforts in scaling solution adoption. "As the saying goes, work shared is work halved!" *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Michael Bickers |
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Location Level 3 | Room 324 |
Smartsheet for higher education: Elevating student, faculty, and staff experiences
Sept. 19
1:00PM - 2:00PM
Session
Find out how Smartsheet empowers higher education teams to amp up their operational efficiency, improve visibility to critical information, and collaborate seamlessly across departments so teams can focus on taking innovation to new heights and creating better experiences for students, faculty, and staff. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Elisabeth Wharton |
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Location Level 3 | Room 342 |
Solution spotlight: Track, summarize, and analyze your sheet
Sept. 19
1:00PM - 2:00PM
Demo Session
You've built your solution, but now you need to understand your work. In this session, we'll review the features within Smartsheet that can be used to track and summarize sheet data, including reports, Work Insights, and formulas. This is session 1 of 4 in the solution spotlight series that will showcase reporting, calculating, and visualizing key data for a single solution. While not required, be sure to check out the other sessions in the series to see the solution come to life. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Irene Klimoff, Joshua Lewis |
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Location Level 3 | Room 321 |
Take an in person Pro Desk Session here at Engage (Professional Support Package & the Pro Desk)
Sept. 19
2:00PM - 2:20PM
Join Pro Desk Senior Manager, Reed Harder as he talks to you about the Smartsheet Professional Support Package. This session will share some statistics about the overall package, address common Pro Desk scope questions, and detail how non Pro Support Package customers can take a complimentary Pro Desk Session at Engage.
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Track Theater Session |
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Speaker Reed Harder |
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Location Exhibit Hall Level | Experience Hub Theater |
Unleash Your Smartsheet Potential through Collaboration with a Smartsheet Consulting Partner
Sept. 19
2:05PM - 2:20PM
Discover how Smartsheet Consulting Partners can help elevate your Smartsheet capabilities and expedite transformational solutions through trusted partners. This 10-minute talk will outline the advantages that a Smartsheet Consulting Partner provides including: (a) Complementary assessments with recommendations; (b) access to demos of proven solutions and pre-built templates; and (c) immediate availability to certified consultants to start implementations. Join M2 Strategy, a Platinum Smartsheet Partner, to learn more about why hundreds of clients have successfully elevated their Smartsheet capabilities by leveraging vetted, experienced partners who are experts in tool. One lucky attendee will receive 30 hours of free Smartsheet consulting/training for their company as part of a raffle during the session!
View full session details
Location Exhibit Hall Level | Experience Hub |
Resource Management: Unlock value with tips and best practices
Sept. 19
2:30PM - 3:30PM
Demo Session
Unlock the full potential of Resource Management by Smartsheet. Dive into best practices, expert tips, and proven strategies that help optimize workforce efficiency, boost productivity, and drive successful project outcomes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Dhwani Kothari, Adam Lang |
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Location Level 3 | Room 321 |
Using Smartsheet to drive transformation
Sept. 19
2:30PM - 3:30PM
Panel Session
There’s nothing like direct experience. In this session, you’ll learn from three different customers that have used Smartsheet to support or drive significant transformation efforts, as we host a candid conversation about the technology and best practices to support Strategic Transformation. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Daniel Medved, Jeni Connelly |
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Location Level 3 | Room 348 |
Getting the most out of INDEX/MATCH
Sept. 19
2:30PM - 3:30PM
Demo Session
During this two-part session, we’ll look at two scenarios to bring data into a sheet using the INDEX and MATCH functions. Part 1 covers MATCH() with multiple columns. You’ll learn how to modify MATCH() when searching two or more columns to find the row number to pair with INDEX() or another function. Part 2 covers Index/Match/Match. You’ll explore how to create flexible, dynamic Index/Match/Match formulas to locate and display data from within a table using two lookup values. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Stretch your power user skills |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Heather Duff, Courtney Lake |
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Location Level 3 | Room 346 |
Let your designers design: Increase the digital maturity of your creative department
Sept. 19
2:30PM - 3:30PM
Demo Session
In this session, we’ll delve into various features that can elevate the maturity of your creative process. Our goal is to illustrate ways in which you can minimize time spent on non-value-add tasks, enabling your team to spend more time on creative work. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Caleigh Tansey, Lea Gikas |
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Location Level 3 | Room 331 |
Assess and grow your PPM maturity
Sept. 19
2:30PM - 3:30PM
Session
What is the value of growing your PPM maturity across people, process, and technology? Take a look at the maturity evaluation matrix and use metrics to define your organization’s level of maturity. Benchmark yourself against your peers to understand your strengths and opportunities. Map a path for growing your maturity at your own pace. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Subha Rama, Olivia Ripps |
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Location Level 3 | Room 333 |
Solution spotlight: Analyze data with these formulas
Sept. 19
2:30PM - 3:30PM
Demo Session
Formulas have the power to take your solutions from good to great by saving you time and helping make more informed decisions. Together we'll review formula writing best practices and essential formulas that can be used to automate values in your sheet and to analyze data. This is session 2 of 4 in the solution spotlight series that will showcase reporting, calculating, and visualizing key data for a single solution. While not required, be sure to check out the other sessions in the series to see the solution come to life. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Irene Klimoff, Joshua Lewis |
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Location Level 2 | Flex A Room |
Take Smartsheet Advance to new heights
Sept. 19
2:30PM - 3:30PM
Panel Session
Discover how other Smartsheet Advance customers are leveraging powerful capabilities to build solutions and automate workflows at scale. We will cover how to mobilize your team with best practices for driving awareness and adoption of your Smartsheet workflows. You’ll hear from power users who have successfully enabled their teams to access, collaborate, and build with the capabilities their organization has already invested in. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Emily Davenport, Karie Yost, Frank Chiocco, Sara-Beth Zlatich, Mitch Mook |
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Location Level 3 | Room 344 |
Best practices for building workflows that connect Smartsheet to Jira or to Salesforce
Sept. 19
2:30PM - 3:30PM
Demo Session
Want to leverage your data from Salesforce and Jira in Smartsheet? Learn best practices for getting started and building workflows to unlock the potential of Smartsheet and provide visibility with data from Salesforce and Jira. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Josh Butler, Andrew Flodin, Maricel Medina |
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Location Level 3 | Room 342 |
Industry Spotlight: Advance Capabilities in Action - Higher Ed & Dynamic View
Sept. 19
3:30PM - 3:50PM
Join Solutions Engineer Joe Meehan as he walks through setting up Dynamic View configurations to support a School of Nursing faculty and staff credential management solution in need of data access governance, simplified views, and in context guidance for end users. This session will get into the nitty gritty of Dynamic View configurations.
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Track Theater Session |
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Speaker Joe Meehan, Elisabeth Wharton |
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Location Exhibit Hall Level | Experience Hub Theater |
Pro Desk (also Professional Support Package)
Sept. 19
3:35PM - 3:50PM
* Intro Pro Support Package* Pro Desk - Scope* Prod Desk at Engage
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Location Exhibit Hall Level | Experience Hub |
How to build, organize, and collaborate with Workspace and WorkApps
Sept. 19
4:00PM - 5:00PM
Demo Session
Learn how to better organize, navigate, and share your Smartsheet assets with Workspaces and WorkApps for better collaboration and outcomes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Bugra Oktay |
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Location Level 3 | Room 321 |
Become a demand intake pro
Sept. 19
4:00PM - 5:00PM
Demo Session
Learn how to create a successful demand intake process. Capture incoming project requests, codify benefits, and manage approvals using automation. Standardize your intake process using Smartsheet and ensure high-value work gets prioritized. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Larry Gomez, Alana Suter, Michelle Basson |
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Location Level 3 | Room 348 |
Automate and scale your project portfolio with Smartsheet Control Center
Sept. 19
4:00PM - 5:00PM
Demo Session
Unlock the full potential of Control Center. This session is perfect for both Control Center users and those considering it for the first time. We'll demo the product and explore best practices and strategies to optimize project consistency, visibility, and scale. By the end of this session, you'll be equipped with the knowledge and tools to drive successful portfolio outcomes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Diego Braje, Swati Thorve, Gemma Quinn-Aelen |
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Location Level 3 | Room 346 |
Streamlining brand management with Brandfolder and Content Automation
Sept. 19
4:00PM - 5:00PM
Session
In this engaging session, Vivek Arora and Ian Scott will share CU Denver’s experience and insights on effectively implementing Brandfolder and Content Automation within their brand refresh. They’ll discuss the challenges they faced, the strategies they used, and the positive outcomes they achieved with these tools. You’ll gain valuable knowledge about streamlining brand management processes and fostering collaboration in higher education. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Gaby Arora, Vivek Arora, Ian Scott |
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Location Level 3 | Room 324 |
Marketing strategic planning and optimization
Sept. 19
4:00PM - 5:00PM
Demo Session
Marketing teams today must deliver high quality, personalized, creative campaigns, and content at breakneck speeds, all while continuously measuring and evolving. Learn how you can use Smartsheet and Brandfolder for visibility into team and asset performance to drive alignment, make better strategic decisions, and create compelling customer experiences at scale.*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Stephanie McAndrew, Bryan Nelson |
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Location Level 3 | Room 342 |
The Smartsheet API: What it is and how to use it
Sept. 19
4:00PM - 5:00PM
Session
This session provides a high-level overview of the functionality of a REST API and how it can move data between SaaS software. You’ll explore the Smartsheet API and the various ways of interacting with it, including Postman, scripts using the various SDKs, Bridge, and more. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Stretch your power user skills |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Sergio Dominguez |
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Location Level 3 | Room 331 |
The Smartsheet product vision: A look ahead
Sept. 19
4:00PM - 5:00PM
Demo Session
Hear our vision for the future of the Smartsheet product. See a preview of upcoming products and concepts, and learn how you can get involved to help shape our product roadmap. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Ben Canning |
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Location Level 2 | Flex A Room |
User Group: Discover how organizations rely on Smartsheet and Brandfolder to collaborate
Sept. 19
4:00PM - 5:30PM
Networking
Back by popular demand, Smartsheet User Groups ENGAGE edition gives customers the opportunity to connect and share their Smartsheet experiences and perspectives with each other. Discover how other customers use Smartsheet and Brandfolder to create a single source of truth for organizational assets. In this user group, you will learn how using Smartsheet and Brandfolder, allowed two organizations to streamline work and content across their tool set, and left stakeholders empowered to collaborate not only on projects and processes, but even assets. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Other |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Kelsey Hayden, Torey Tirpack, Angie Badgett, Sara Cook |
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Location Level 3 | Room 333 |
How IT organizations are using Smartsheet at scale
Sept. 19
4:00PM - 5:00PM
Session
Hear from Smartsheet CISO, Chris Peake, as he moderates a discussion with Smartsheet customers on best practices for managing, governing, and scaling the Smartsheet platform across their organizations. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Understand Security͵ Governance͵ and Administration |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Chris Peake, Jason Purl, Melanie Corbin, Julia Gummert |
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Location Level 3 | Room 344 |
Welcome Reception
Sept. 19
5:00PM - 6:30PM
Networking
We’ll celebrate the close of day one with a welcome reception in the Experience Hub — including industry-specific and DEI mixers and a newbie orientation — where we’ll meet up with our friends and colleagues and enjoy drinks and appetizers.
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
How Smartsheet Unlocks Connection and Purpose
Sept. 19
5:00PM - 5:30PM
Hear from our panelists, Emily Saforrian (Director of Product Management at Smartsheet) Sofia Carolina Ruiz (2023 Smartsheet Overachiever, Studio Lead at IQVIA ) and Kyle Chipman, (2023 Smartsheet Overachiever, Chief Process Officer at Chipman Design Architecture) about their first-hand experiences leveraging Smartsheet solutions to bring people together and translate purpose into action.
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Track Theater Session |
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Speaker Amelia Ransom,, Emily Saforrian, Kyle Chipman, Sofia Carolina |
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Location Exhibit Hall Level | Experience Hub Theater |
DEI Mixer
Sept. 19
5:30PM - 6:30PM
Join us at the Inclusion Unlocked booth in the Experience Hub for a mixer of light drinks and refreshments with Smartsheet Employee Resource Group members! This mixer is immediately following our DEI Panel at the Experience Hub Theater, where you will hear how Smartsheet unlocks connection and purpose!
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Government Mixer
Sept. 19
5:30PM - 6:30PM
Do you work in government? Join us at the Government Mixer during the Welcome Reception. Grab a drink and network with peers, federal advisors and Smartsheet experts as we welcome everyone to Engage 2023.
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Meet Paul Newcome, the Man Behind the Sheets and #1 Community Contributor
Sept. 19
5:30PM - 5:45PM
Join us as Paul Newcome is interviewed by the CEO of 10xViz, Jennifer Jones. Paul is a Smartsheet rockstar and #1 community contributor. In this entertaining and educational session Paul will showcase a WorkApp that was built by him and the 10xViz team. The WorkApp utilizes several premium apps, showcasing how Smartsheet can be creatively leveraged for powerful scalable solutions. This session will inspire attendees on new ways to utilize Smartsheet while revealing the ‘why’ behind Paul’s generous contributions to the community. In addition, the WorkApp will be made available to anyone who would like to use it during the event.
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Track Theater Session |
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Speaker Jennifer Jones, Paul Newcome |
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Location Exhibit Hall Level | Experience Hub Theater |
Healthcare & Life Sciences Mixer
Sept. 19
5:30PM - 6:30PM
Do you work in healthcare or life sciences? Join us at the Healthcare & Life Sciences Mixer during the Welcome Reception. Grab a drink and network with peers and Smartsheet experts in these industries as we welcome everyone to Engage 2023.
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Higher Education Mixer
Sept. 19
5:30PM - 6:30PM
Do you work in higher education? Join us at the for a higher ed mixer during the Welcome Reception. Grab a drink and network with peers and Smartsheet experts as we welcome everyone to Engage 2023.
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Community Created Template Showcase
Sept. 19
6:00PM - 6:20PM
Join us to learn how you can show off your Smartsheet skills in the Community Created Template Showcase! Hear directly from one of last year's winners, Sparkle Grueso, and our Template Lifecycle Manager, Hunter Reed. You'll walk away feeling inspired to submit a solution for a chance to win unique prizes, your very own customer story, and to have your solution published as a template in the new Template Gallery.
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Track Theater Session |
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Speaker Sparkle Grueso, Hunter Reed |
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Location Exhibit Hall Level | Experience Hub Theater |
Breakfast
Sept. 20
7:30AM - 9:00AM
Meal
Start your day with breakfast in the Exprience Hub
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
ENGAGE Registration
Sept. 20
7:30AM - 5:00PM
Schedule
Pick up your ENGAGE 2023 conference passes or stop by to ask us questions at the registration desk.
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Track Other |
Industry Spotlight: Advance Capabilities in Action - Healthcare & Data Shuttle
Sept. 20
8:10AM - 8:30AM
Join Solutions Engineer Erica Takano as they tackle one piece of the Magnet certification process by easily visualizing Staff nurse BSN and certification rates by bulk updating with Data Shuttle.
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Track Theater Session |
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Speaker Erica Takano |
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Location Exhibit Hall Level | Experience Hub Theater |
Day 2 Keynote
Sept. 20
9:00AM - 10:00AM
Keynote
The Smartsheet platform can help reduce complexity within an organization and help individuals and teams perform at their peak. We’ll be exploring this idea in greater detail with a panel hosted by our CMO, Andrew Bennett, in partnership with TIME. We will hear from acclaimed author and speaker, Lisa Bodell, on why driving cultural simplicity can help unlock potential and from, Aly Raisman, Gold Medalist, advocate, author and TIME100 Next Alum, on how to achieve your personal best while contributing to a team.
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Track Other |
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User Level All Levels |
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Speaker Lisa Bodell, Andrew Bennett, Aly Raisman |
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Location Level 2 | Flex C |
Experience Hub
Sept. 20
10:00AM - 5:00PM
Schedule
The Experience Hub is like the Main Street of ENGAGE — with 50+ booths to ask questions and share your thoughts on all things Smartsheet, the opportunity to snag a selfie with a Seattle Kraken Zamboni, chat with a Smartsheet solutioning partner, link up with an account team member in the Coffee Connect lounge, and much, much more!
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Planning and executing transformation at scale
Sept. 20
10:30AM - 11:30AM
Session
Executing transformation at scale is challenging. Beyond making the right technology choices, thought, effort, and investment in both people and process are necessary for successful outcomes. In this session, you’ll learn best practices for planning and executing large-scale transformation efforts. KPMG will detail how they use Smartsheet to support their clients’ transformation efforts and how they have established a joint operating model with Smartsheet Professional Services to effectively build, scale, and govern their global Smartsheet solution landscape. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Sean Hardy, John Schmale |
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Location Level 3 | Room 324 |
Solution spotlight: Visualize data with charts
Sept. 20
10:30AM - 11:30AM
Demo Session
Explore the art of turning numbers and facts into eye-catching charts. Using easy-to-understand methods, we'll create all sorts of dashboard charts and strategically style them to be consumed at a glance. We'll show you how to build charts for complex data sets and which chart types you should use to communicate specific information. This is session 3 of 4 in the solution spotlight series that will showcase reporting, calculating, and visualizing key data for a single solution. While not required, be sure to check out the other sessions in the series to see the solution come to life. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Joe Kristo |
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Location Level 3 | Room 321 |
Are you running a Modern PMO?
Sept. 20
10:30AM - 11:30AM
Demo Session
During this session, we’ll detail the shifts we’re seeing in how modern work is done and come to terms with how to adapt to, improve, and better manage the new normal: The Modern PMO. In this session, we’ll cover what our customers are experiencing along their early-stage journeys and how they’re getting started and maturing with Smartsheet as the definition of work, program management offices, and the role of “PMs” evolves across teams, lines of business, and global organizations. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Nicholas Dagostino, Gretchen Doores Fitzgibbons |
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Location Level 3 | Room 346 |
Smartsheet in healthcare and life sciences: Drive innovation, improve patient outcomes
Sept. 20
10:30AM - 11:30AM
Demo Session
From managing patient care to clinical trials, tracking hospital inventory to launching new drugs, Smartsheet empowers healthcare and life sciences organizations to drive innovation that leads to better patient outcomes. In this session, you’ll learn how to scale Smartsheet to meet your unique operational needs, with examples on clinical trial and formulary management. We'll share specific solutions and best practices to increase efficiency, manage risk and more that you can apply across industry use cases. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Tim Clendaniel, Katye Reed, Amin Panjwani |
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Location Level 3 | Room 331 |
It’s time to stop copying and pasting: Learn how to work efficiently with your data
Sept. 20
10:30AM - 11:30AM
Demo Session
In this session, you’ll learn how to bring data from other sources into Smartsheet as well as ways to efficiently and accurately move and reference data within Smartsheet. A customer will detail how they're doing just to save time and drive their processes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker James Lee, Danielle Wilson, Ashley Delay |
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Location Level 3 | Room 348 |
Smartsheet on Smartsheet: Planning Breakout Sessions
Sept. 20
10:30AM - 11:30AM
Session
Have you wondered how Smartsheet uses Smartsheet to organize and plan the sessions at ENGAGE? You will see how Card View was used to plan and manage all 90 sessions. See how formulas and functions were used to separate entries in the multi-select speaker contact list column to provide a list for the DEI team, and see how we used Data Shuttle and Forms to keep a running total of product certifications of our speakers. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Stretch your power user skills |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker • Cicero |
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Location Level 3 | Room 323 |
Design dynamically updating dashboards
Sept. 20
10:30AM - 11:30AM
Session
Discover how to design a single dashboard that can be dynamically updated in this two-part session. Part 1 focuses on using a form widget as a filter on a dashboard to change the sheet, reports, and/or widgets shown on the dashboard. In part 2 you’ll learn how to create a dashboard that automatically updates timeframes shown based on dates. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Stretch your power user skills |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Joshua Pense, Samuel Perez |
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Location Level 2 | Flex A Room |
Building unforgettable experiences: Behind the scenes
Sept. 20
10:30AM - 11:30AM
Demo Session
In this session, we'll take you behind the scenes to reveal how to build events that deliver unforgettable experiences using the Smartsheet Platform for Marketing & Creative Management. From initial planning to execution, we'll share tips and best practices for creating events that leave a lasting impression on attendees. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Rob Walzer |
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Location Level 3 | Room 342 |
Let’s talk transformation: Analyst and partner insights
Sept. 20
10:30AM - 11:30AM
Panel Session
What does transformation really mean? Are there any trends in transformation we should be aware of? How do companies approach this in the real world? Have your questions answered by the experts in this session where we’ll discuss both the theory and practice of Strategic Transformation. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Daniel Medved, Andrew Rustemeyer, Tom Zylstra, Jeff Mann |
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Location Level 3 | Room 344 |
Meet & Eat: Life Sciences
Sept. 20
11:30AM - 1:00PM
Meal
Do you work in life sciences? Join your peers, along with Smartsheet experts to share ideas, best practices, and just connect over lunch.
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
Track Other |
Meet & Eat: Federal Government
Sept. 20
11:30AM - 1:00PM
Meal
Do you work in the federal government? Join your peers, along with Smartsheet experts, to share ideas, best practices, and just connect over lunch.
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
Meet & Eat: State and Local Government
Sept. 20
11:30AM - 1:00PM
Meal
Join peers who work in state and local government along with Smartsheet experts to share ideas, best practices, and just connect over lunch.
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
Track Other |
Lunch
Sept. 20
11:30AM - 1:00PM
Meal
Join your peers for lunch in the Experience Hub
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Meet & Eat: Healthcare
Sept. 20
11:30AM - 1:00PM
Meal
Join peers who work in healthcare along with Smartsheet experts to share ideas, best practices, and just connect over lunch.
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Other |
Meet & Eat: Higher Education
Sept. 20
11:30AM - 1:00PM
Meal
Do you work in higher education? Join your peers, along with Smartsheet experts, to share ideas, best practices, and just connect over lunch.
*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
Track Other |
Unleashing Success with the Smartsheet Mobilizer Program
Sept. 20
11:45AM - 12:05PM
Discover the power of the Smartsheet Mobilizer Program. Join us for a quick, casual chat with a live Q&A featuring a passionate Smartsheet Mobilizer. Learn what drives their success in inspiring adoption, navigating change, and gaining buy-in. Elevate your Smartsheet journey with insights that transform collaboration and drive change.
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Track Theater Session |
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Speaker Rafi Menachem, Claire Sternoff |
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Location Exhibit Hall Level | Experience Hub Theater |
Community Programs: Overachievers + Community Champions
Sept. 20
12:10PM - 12:30PM
You may have heard of the Smartsheet Overachiever and Community Champion programs, but now you'll get the chance to hear more - directly from these superstar customers! Listen to their experiences and get to meet them in person, whether you're planning on applying or joining one of these programs or not.
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Track Theater Session |
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Speaker Andria Hoyle, Chris Mondeau |
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Location Exhibit Hall Level | Experience Hub Theater |
Learn how CooperSurgical used Smartsheet to launch a unified PPM process across 3 Programs
Sept. 20
12:30PM - 12:45PM
CooperSurgical’s Regulatory Affairs, Quality Assurance, and Life Sciences project teams were working in silos using a non-standardized toolkit, and the leadership team found it challenging to gain visibility into project progress. Learn how CooperSurgical and Achievan worked together to develop a unified solution using Smartsheet Control Center and Workapps to provide Project Managers with a set of tools and templates to make daily Project Management tasks easier and provide the centralized leadership team with a clear and consistent line of sight into project progress.
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Track Theater Session |
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Speaker Diana Carrube, Amin Panjwani |
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Location Exhibit Hall Level | Experience Hub Theater |
Best practices for securing your Smartsheet environment
Sept. 20
1:00PM - 2:00PM
Session
IT is responsible for ensuring safe, secure collaboration regardless of whether stakeholders are inside or outside of your organization. But how do you ensure security with an inherently collaborative platform? Join us to hear from product and security experts on best practices for configuring your Smartsheet instance with security in mind. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Understand Security͵ Governance͵ and Administration |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker David Lewis, Drew Ridgway, Pawan Shukla |
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Location Level 3 | Room 344 |
Communicating the value of your transformation program to leaders and peers
Sept. 20
1:00PM - 2:00PM
Session
Many organizations are executing transformational programs to catalyze lasting impact. The question is, given the investments associated, is it worth the effort to truly transform your business? Hear from Sodexo's Brandon Stapleton (VP Group Transformation Growth & Commercial) in reviewing strategies used to measure the business impact of their transformation program, arming you to tell your story to senior leadership accelerating your business impact. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Scott Magee, Mike Samuels |
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Location Level 3 | Room 342 |
How marketing organizations are using Smartsheet to do more
Sept. 20
1:00PM - 2:00PM
Demo Session
Hear how industry-leading organizations use Smartsheet to manage their marketing and creative work. Gain valuable insights into best practices for building, scaling, and adapting solutions to drive impactful results.*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Steven Baker, Sydney Mellides |
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Location Level 3 | Room 333 |
Unlocking your teams’ potential to work at scale
Sept. 20
1:00PM - 2:00PM
Demo Session
There are key reasons why some teams are able to scale work and be more productive than others. 1. They have clear, shared goals. 2. They use appropriate metrics. 3. They manage all aspects of their work on one platform. 4. They have access to the right skills. 5. They rely on seamless collaboration to bring together people, get their commitment to project goals, and ensure a smooth delivery on those. Find out how empowered teams can make things happen and help their organization grow. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Kati Quigley, Michelle Walsh, Margo Visitacion |
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Location Level 3 | Room 346 |
Driving change: Real world success stories from Smartsheet Mobilizers
Sept. 20
1:00PM - 2:00PM
Panel Session
Discover how becoming a Smartsheet Mobilizer can propel your career to new heights! In this inspiring session, you will hear from peers who have harnessed the power of Smartsheet to drive organizational adoption and achieve outstanding results. Learn valuable strategies for gaining executive buy-in, inspiring others, and leading transformative initiatives. Get ready to be motivated, empowered, and equipped with practical insights to unlock your potential. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Claire Sternoff, Chizu Hieida, Joe Goetschel, Melanie Corbin |
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Location Level 3 | Room 331 |
If you build it, will they come? Tips to boost participation
Sept. 20
1:00PM - 2:00PM
Demo Session
You've learned how to build a sheet. Now discover how to invite your colleagues, stakeholders, and customers to view or update your sheet. This session walks through how to share assets, send reminders, set up automatic approval and update requests, view a history of changes, publish dashboards, and have in-product conversations about work to power effective team collaboration. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Angie Andersen, Britt Williams |
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Location Level 3 | Room 348 |
Automate and scale your project portfolio with Smartsheet Control Center
Sept. 20
1:00PM - 2:00PM
Demo Session
Unlock the full potential of Control Center. This session is perfect for both Control Center users and those considering it for the first time. We'll demo the product and explore best practices and strategies to optimize project consistency, visibility, and scale. By the end of this session, you'll be equipped with the knowledge and tools to drive successful portfolio outcomes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Diego Braje, Swati Thorve, Gemma Quinn-Aelen |
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Location Level 3 | Room 324 |
Solution spotlight: Design stunning and insightful dashboards
Sept. 20
1:00PM - 2:00PM
Demo Session
Learn how to weave together your charts, summaries, and key information in a way that's visually pleasing and optimized for your use case. We'll dive deeply into layout design and how color can be used to take your dashboards to the next level. Together we'll transform your Smartsheet dashboard into an informative, stunning visual masterpiece. This is session 4 of 4 in the solution spotlight series that will showcase reporting, calculating, and visualizing key data for a single solution. While not required, be sure to check out the other sessions in the series to see the solution come to life. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Kendra Michaels |
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Location Level 2 | Flex A Room |
Exchange fresh perspectives with Smartsheet User Groups
Sept. 20
2:00PM - 2:20PM
Discover how you can exchange best practices, gain new perspectives, or even share your innovative Smartsheet solutions with other users! Join us for a conversation with active Smartsheet User Group enthusiasts, and gain insight into the benefits of the program. They will share how their organization’s usage has expanded since their involvement in User Group sessions. You will leave with new ideas on how to cultivate your internal Smartsheet community and network with users outside your organization.
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Track Theater Session |
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Speaker Tracy Disque, Mohammed Altaee, Torey Tirpack, Kelsey Hayden |
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Location Exhibit Hall Level | Experience Hub Theater |
Learn how CooperSurgical used Smartsheet to launch a unified PPM process across 3 Programs
Sept. 20
2:05PM - 2:20PM
CooperSurgical’s Regulatory Affairs, Quality Assurance, and Life Sciences project teams were working in silos using a non-standardized toolkit, and the leadership team found it challenging to gain visibility into project progress.Learn how CooperSurgical and Achievan worked together to develop a unified solution using Smartsheet Control Center and Workapps to provide Project Managers with a set of tools and templates to make daily Project Management tasks easier and provide the centralized leadership team with a clear and consistent line of sight into project progress.
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Location Exhibit Hall Level | Experience Hub |
Sys-admin superpowers: Managing workflows in Data Shuttle, DataMesh, and DataTable
Sept. 20
2:30PM - 3:30PM
Session
As a system administrator in your org, have you ever wondered how to see a full list of all of the Data Shuttle workflows and DataTables in your organization? Or how to transfer a DataMesh configuration to another user? We’ll review the capabilities available to system administrators across these three tools, share how you can gain insight into usage across your organization, and provide a sneak peek into the upcoming admin features you’ve all been asking for! *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Understand Security͵ Governance͵ and Administration |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker James Lee, Joe Svetlosak, Maria Franklin |
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Location Level 3 | Room 346 |
Transform your IT PMO with Smartsheet for Portfolio Management
Sept. 20
2:30PM - 3:30PM
Demo Session
Discover how Smartsheet can change the way your IT organization delivers value. With Smartsheet as your connecting thread, you can seamlessly unite your tech stack, delivery methods, and distributed teams. In this session, you’ll discover the magic of streamlining IT project workflows, boosting visibility, and fostering collaboration to increase productivity and maximize ROI. You’ll also learn how to create an implementation and change management strategy tailored to your needs that’ll accelerate your time to value. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Amy Yarrington, Kendra Michaels, Brian Richardson, Mike Webb |
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Location Level 3 | Room 342 |
Change management: Everyone wants it, nobody does it
Sept. 20
2:30PM - 3:30PM
Demo Session
We know managing the human side of change is tough and there are many methodologies to manage change — ADKAR®, Lewin's, Kotters to name a few. But regardless of how you manage the change, it’s important to have a solution to execute and manage that change at scale. Join this session to see a real-life example of how Smartsheet can manage change at scale and it can support you in effectively deploying your solution across your organization. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Brian Gann, Rachel Reynolds |
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Location Level 3 | Room 333 |
Using Bridge to automate within a Smartsheet Control Center solution
Sept. 20
2:30PM - 3:30PM
Demo Session
Learn how to use Bridge to take your Smartsheet Control Center projects to the next level in this two-part session. In part 1, you’ll learn a process for implementing custom automation on any provisioned Smartsheet control center sheets using a single Bridge workflow. In part 2, we’ll show you how to design your own custom global update using Bridge when the built-in Global Updates cannot do exactly what you need them to do. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Stretch your power user skills |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Chad Eiring, Joshua Pense |
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Location Level 3 | Room 344 |
The Smartsheet product vision for Marketing and Creative Services Management: A look ahead
Sept. 20
2:30PM - 3:30PM
Demo Session
Hear our vision for the future of the Smartsheet product. You’ll get a preview of upcoming products and concepts and learn how you can get involved to help shape our product roadmap. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 101 |
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PMI Credits TBA |
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Speaker Skye Bacus, Scott Tewel |
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Location Level 3 | Room 321 |
Building best-in-class brand experiences
Sept. 20
2:30PM - 3:30PM
Demo Session
Create consistent and memorable brand experiences that drive sales and customer loyalty. Learn about best practices in branding and how to empower users to stay on brand using Brandfolder to organize and distribute brand assets, making it easy for your team to create on-brand content and ensure that all projects are aligned with your brand's vision and values. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Donna Root, Chelsea D'Angelo, Liz Miller |
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Location Level 3 | Room 331 |
The Smartsheet product vision for Security, Governance, and Administration: A look ahead
Sept. 20
2:30PM - 3:30PM
Session
Hear our vision for the future of Smartsheet security, governance, and administration. See a preview of upcoming products and concepts, and learn how you can get involved to help shape our product roadmap. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Understand Security͵ Governance͵ and Administration |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Nirav Gosalia |
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Location Level 3 | Room 348 |
Taking the leap from projects to programs and portfolios
Sept. 20
2:30PM - 3:30PM
Demo Session
What does it take to take the leap of faith from managing projects to more complex programs and portfolios? Understand the differences and the commonalities between them and what it takes to manage successful programs and portfolios. Learn how to align and prioritize your projects with organizational goals, codify and scale best practices, allocate resources, execute, and deliver with ease. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Rachel Alldredge, Eric Bergman |
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Location Level 3 | Room 324 |
Maximizing project success with the power of portfolio prioritization
Sept. 20
2:30PM - 3:30PM
Demo Session
Amidst a global scarcity of resources, organizations face the daunting task of selecting the right projects. Discover the key to success: setting measurable objectives, scoring projects based on strategic alignment, and prioritizing high-value initiatives. Join us to learn how Smartsheet excels in this discipline, focusing on what truly matters in a resource-constrained world. Make informed decisions and optimize your project portfolio for maximum impact. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Alexis Barone, Kristin Komassa |
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Location Level 3 | Room 321 |
Automate and manage your multi-step processes with Dynamic View
Sept. 20
2:30PM - 3:30PM
Demo Session
Streamline and automate your multi-step processes like work ticketing, approval requests, and vendor management with Dynamic View. In this session, we'll cover best practices for building your process, optimizing it for your unique business needs, and onboarding your team. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Brian Besand, Anchal Kumar |
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Location Level 2 | Flex A Room |
Industry Spotlight: Advance Capabilities in Action - Data Egress & Data Retention in Life Sciences
Sept. 20
3:30PM - 3:50PM
Join Security Solutions Engineer Bob Mills as he guides you through configuration of a Data Egress Policy and Data Retention Policy. This session will focus on data sharing and good data hygiene in a clinical trials environment.
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Track Theater Session |
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Speaker Bob Mills |
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Location Exhibit Hall Level | Experience Hub Theater |
Exchange fresh perspectives with Smartsheet User Groups
Sept. 20
3:35PM - 3:50PM
Discover how you can exchange best practices, gain new perspectives, or even share your innovative Smartsheet solutions with other users! Join us for a conversation with active Smartsheet User Group enthusiasts, and gain insight into the benefits of the program. They will share how their organization’s usage has expanded since their involvement in User Group sessions. You will leave with new ideas on how to cultivate your internal Smartsheet community and network with users outside your organization.
View full session details
Location Exhibit Hall Level | Experience Hub |
From ideation to launch: Smartsheet for new product development
Sept. 20
4:00PM - 5:00PM
Demo Session
In a world where product development teams are grappling with innovation, opportunity, limited resources, and risk, there is a strong need for a PPM tool that can help track and evaluate the different stages and components of new product development. Learn how you can use Smartsheet for moving a new product from idea to launch across scoping, building your business case, development, testing, and launch. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Lindsay Poirier, Ally Robertson, Simon Lai |
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Location Level 3 | Room 342 |
The Smartsheet PMO and Creative Operations present: How our marketing team manages internal work
Sept. 20
4:00PM - 5:00PM
Demo Session
Our marketing team shares how it uses Smartsheet to power its process and deliver on-brand marketing at scale. This session details the internally designed systems used to submit, prioritize, and manage work and team capacity as well as how the team leverages forms, Control Center, Resource Management, proofing, reports, and much more.*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Jillian Knoepfel, Victoria Lichtenshtein |
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Location Level 3 | Room 344 |
The Transformational Impact of Generative AI
Sept. 20
4:00PM - 5:00PM
Session
Learn how the artificial intelligence that’s being incorporated into Smartsheet will help you eliminate many of the time-consuming manual tasks typically involved in collaborative work. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Brian Shin, JB Brown |
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Location Level 2 | Flex A Room |
How to scale your distributed creative processes with Content Automation
Sept. 20
4:00PM - 5:00PM
Session
Whether you're working with a team of two or 200, the Content Automation platform is designed to make your creative workflow more efficient so you can focus on what you do best — creating amazing content that engages and inspires your audience. We’ll show you how to build templates that empower your team to quickly and easily create on-brand content, no matter where they are. You'll learn how to leverage Content Automation’s powerful features to streamline your creative processes and scale your content production, all while maintaining brand consistency.*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Tim Brown, Karin Maltrud |
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Location Level 3 | Room 331 |
Getting started with Bridge: Take your automated workflows to the next level
Sept. 20
4:00PM - 5:00PM
Demo Session
Are you an automation fanatic ready to take your love of process efficiency to the next level? Join us for our first Bridge 101 session where we'll cover the basics of Bridge and help you tackle building your first workflow. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Jesse Krinsky, Grace F. |
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Location Level 3 | Room 321 |
Smartsheet on Smartsheet: Driving transformation before, during, and after mergers and acquisitions
Sept. 20
4:00PM - 5:00PM
Session
Companies turn to mergers and acquisitions to address many goals in the short and long term: adding product capabilities, moving closer to customers, and speeding up digital transformation. Mergers and acquisitions are some of the fastest ways to accelerate transformation. In this session, you’ll learn how Smartsheet drives that process from sourcing to vetting to integrating an acquired entity. While this session focuses on mergers and acquisitions, its applicability ranges from partnerships to technology integrations to vendor diligence and more. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Yamini Jagannadhan, Chris Brown, Brian Klapac |
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Location Level 3 | Room 324 |
User Group: Scaling Project Portfolio Management with advanced capabilities
Sept. 20
4:00PM - 5:30PM
Networking
Back by popular demand, Smartsheet User Groups ENGAGE edition gives customers the opportunity to connect and share their Smartsheet experiences and perspectives with each other. Curious how other organizations are scaling their projects and portfolios? In this user group, two organizations will showcase their Smartsheet solutions utilizing advanced capabilities to streamline their project and portfolio processes and to integrate enterprise systems. Connect with our presenters and other power users to learn how to take Smartsheet to the next level.*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Other |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Kelsey Hayden, Torey Tirpack, Matt Rutledge, Pamela Clapp, Sam Mueller, Warren Beinart |
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Location Level 3 | Room 333 |
Intake to archive: Taking the automations to the next level
Sept. 20
4:00PM - 5:00PM
Session
This session will take the automations presented in the session "Intake to archive: The anatomy of a complete solution," and show how you can set reminders for multiple days and set the number of times an approval can be repeated.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker • Cicero |
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Location Level 3 | Room 348 |
Smartsheet on Smartsheet: Driving transformation through our enterprise program management office
Sept. 20
4:00PM - 5:00PM
Session
In today’s rapidly changing business environment, organizations are under pressure to adapt and innovate more quickly than ever before, and enterprise PMOs are playing a critical role in driving cross-functional strategic execution. In this session, you’ll learn how the enterprise program management office at Smartsheet is supporting transformation and executing our corporate business strategy. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Innovate with Strategic Transformation |
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User Level All Levels |
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PMI Credits TBA |
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Speaker Neel Datta, Adrian Shulman |
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Location Level 3 | Room 346 |
Attendee Party
Sept. 20
5:00PM - 8:00PM
Networking
Join us for dinners, drinks, and a delightful time to cap off all of the ENGAGE festivities with your old and new ENGAGE friends. We’ve got some surprises in store — you won’t want to miss it!
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Track Other |
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Location Level 2 | Flex C |
ENGAGE Registration
Sept. 21
7:30AM - 1:00PM
Schedule
Pick up your ENGAGE 2023 conference passes or stop by to ask us questions at the registration desk.
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
Breakfast
Sept. 21
7:30AM - 9:00AM
Meal
Start your day with breakfast in the Experience Hub
View full session details
Track Other |
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Location Exhibit Hall Level | Experience Hub |
Experience Hub
Sept. 21
8:00AM - 1:00PM
Schedule
The Experience Hub is like the Main Street of ENGAGE — with 50+ booths to ask questions and share your thoughts on all things Smartsheet, the opportunity to snag a selfie with a Seattle Kraken Zamboni, chat with a Smartsheet solutioning partner, link up with an account team member in the Coffee Connect lounge, and much, much more!
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Solution spotlight: Track, summarize, and analyze your sheet
Sept. 21
9:00AM - 10:00AM
Demo Session
You've built your solution, but now you need to understand your work. In this session, we'll review the features within Smartsheet that can be used to track and summarize sheet data, including reports, Work Insights, and formulas. This is session 1 of 4 in the solution spotlight series that will showcase reporting, calculating, and visualizing key data for a single solution. While not required, be sure to check out the other sessions in the series to see the solution come to life. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Irene Klimoff, Joshua Lewis |
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Location Level 3 | Room 342 |
Are you running a Modern PMO?
Sept. 21
9:00AM - 10:00AM
Demo Session
During this session, we’ll detail the shifts we’re seeing in how modern work is done and come to terms with how to adapt to, improve, and better manage the new normal: The Modern PMO. In this session, we’ll cover what our customers are experiencing along their early-stage journeys and how they’re getting started and maturing with Smartsheet as the definition of work, program management offices, and the role of “PMs” evolves across teams, lines of business, and global organizations. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Nicholas Dagostino, Gretchen Doores Fitzgibbons |
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Location Level 3 | Room 331 |
Assess and grow your PPM maturity
Sept. 21
9:00AM - 10:00AM
Demo Session
What is the value of growing your PPM maturity across people, process, and technology? Take a look at the maturity evaluation matrix and use metrics to define your organization’s level of maturity. Benchmark yourself against your peers to understand your strengths and opportunities. Map a path for growing your maturity at your own pace. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Grow with Modern PPM |
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User Level Smartsheet 101 |
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PMI Credits TBA |
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Speaker Subha Rama, Olivia Ripps |
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Location Level 3 | Room 321 |
The AI content revolution
Sept. 21
9:00AM - 10:00AM
Session
AI is changing the way that people do work, and it can revolutionize the way we work with content. Explore how AI can make content workflows more efficient, creative, and reflective of your organization’s values.*** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Expand with Marketing and Creative Management work |
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User Level Smartsheet 101 |
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PMI Credits 1 |
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Speaker Skye Bacus |
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Location Level 3 | Room 324 |
How to build, organize, and collaborate with Workspace and WorkApps
Sept. 21
9:00AM - 10:00AM
Demo Session
Learn how to better organize, navigate, and share your Smartsheet assets with Workspaces and WorkApps for better collaboration and outcomes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Bugra Oktay |
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Location Level 3 | Room 348 |
It’s time to stop copying and pasting: Learn how to work efficiently with your data
Sept. 21
9:00AM - 10:00AM
Demo Session
In this session, you’ll learn how to bring data from other sources into Smartsheet as well as ways to efficiently and accurately move and reference data within Smartsheet. A customer will detail how they're doing just to save time and drive their processes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker James Lee, Danielle Wilson, Ashley Delay |
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Location Level 3 | Room 346 |
Maximizing project success with the power of portfolio prioritization
Sept. 21
9:00AM - 10:00AM
Demo Session
Amidst a global scarcity of resources, organizations face the daunting task of selecting the right projects. Discover the key to success: setting measurable objectives, scoring projects based on strategic alignment, and prioritizing high-value initiatives. Join us to learn how Smartsheet excels in this discipline, focusing on what truly matters in a resource-constrained world. Make informed decisions and optimize your project portfolio for maximum impact. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Grow with Modern PPM |
|
User Level Smartsheet 301 |
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PMI Credits 1 |
|
Speaker Alexis Barone, Kristin Komassa |
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Location Level 3 | Room 333 |
Automate and manage your multi-step processes with Dynamic View
Sept. 21
9:00AM - 10:00AM
Demo Session
Streamline and automate your multi-step processes like work ticketing, approval requests, and vendor management with Dynamic View. In this session, we'll cover best practices for building your process, optimizing it for your unique business needs, and onboarding your team. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
|
User Level Smartsheet 301 |
|
PMI Credits 1 |
|
Speaker Brian Besand, Anchal Kumar |
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Location Level 3 | Room 344 |
The Smartsheet product vision for Modern Project and Portfolio Management: A look ahead
Sept. 21
9:00AM - 10:00AM
Demo Session
Curious about where we are heading with Modern Project and Portfolio Management? Join us for a roadmap session to get a sneak preview of the product enhancements we are planning across Control Center, Resource Management, Dashboards, and Portfolio WorkApps. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Grow with Modern PPM |
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User Level Smartsheet 101 |
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PMI Credits TBA |
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Speaker Rekha Raghu, Eric Bergman |
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Location Level 3 | Room 321 |
The Transformational Impact of Generative AI
Sept. 21
9:00AM - 10:00AM
Session
Learn how the artificial intelligence that’s being incorporated into Smartsheet will help you eliminate many of the time-consuming manual tasks typically involved in collaborative work. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
View full session details
Track Learn the Smartsheet Platform |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Brian Shin, JB Brown |
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Location Level 3 | Room 321 |
Industry Spotlight: Advance Capabilities in Action - Event Reporting in Smartsheet Gov
Sept. 21
10:00AM - 10:20AM
Join Security Solutions Engineer David Lewis as he walks you through how a government IT team can use Event Reporting to get more visibility into how data is being managed, used and shared by their teams.
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Track Theater Session |
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Speaker David Lewis |
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Location Exhibit Hall Level | Experience Hub Theater |
Industry Spotlight: Advance Capabilities in Action - Data Egress & Data Retention in Life Sciences
Sept. 21
10:05AM - 10:20AM
Join Security Solutions Engineer Bob Mills as he guides you through configuration of a Data Egress Policy and Data Retention Policy. This session will focus on data sharing and good data hygiene in a clinical trials environment.
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Location Exhibit Hall Level | Experience Hub |
Resource Management: Unlock value with tips and best practices
Sept. 21
10:30AM - 11:30AM
Demo Session
Unlock the full potential of Resource Management by Smartsheet. Dive into best practices, expert tips, and proven strategies that help optimize workforce efficiency, boost productivity, and drive successful project outcomes. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Dhwani Kothari, Adam Lang |
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Location Level 3 | Room 320 |
Solution spotlight: Design stunning and insightful dashboards
Sept. 21
10:30AM - 11:30AM
Demo Session
Learn how to weave together your charts, summaries, and key information in a way that's visually pleasing and optimized for your use case. We'll dive deeply into layout design and how color can be used to take your dashboards to the next level. Together we'll transform your Smartsheet dashboard into an informative, stunning visual masterpiece. This is session 4 of 4 in the solution spotlight series that will showcase reporting, calculating, and visualizing key data for a single solution. While not required, be sure to check out the other sessions in the series to see the solution come to life. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Kendra Michaels |
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Location Level 3 | Room 342 |
Getting started with Bridge: Take your automated workflows to the next level
Sept. 21
10:30AM - 11:30AM
Demo Session
Are you an automation fanatic ready to take your love of process efficiency to the next level? Join us for our first Bridge 101 session where we'll cover the basics of Bridge and help you tackle building your first workflow. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Grace F., Jesse Krinsky |
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Location Level 3 | Room 331 |
Become a demand intake pro
Sept. 21
10:30AM - 11:30AM
Demo Session
Learn how to create a successful demand intake process. Capture incoming project requests, codify benefits, and manage approvals using automation. Standardize your intake process using Smartsheet and ensure high-value work gets prioritized. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Grow with Modern PPM |
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User Level Smartsheet 301 |
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PMI Credits 1 |
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Speaker Larry Gomez, Alana Suter, Michelle Basson |
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Location Level 3 | Room 348 |
Sys-admin superpowers: Managing workflows in Data Shuttle, DataMesh, and DataTable
Sept. 21
10:30AM - 11:30AM
Session
As a system administrator in your org, have you ever wondered how to see a full list of all of the Data Shuttle workflows and DataTables in your organization? Or how to transfer a DataMesh configuration to another user? We’ll review the capabilities available to system administrators across these three tools, share how you can gain insight into usage across your organization, and provide a sneak peek into the upcoming admin features you’ve all been asking for! *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Understand Security͵ Governance͵ and Administration |
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User Level Smartsheet 401 |
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PMI Credits 1 |
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Speaker Maria Franklin, James Lee, Joe Svetlosak |
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Location Level 3 | Room 346 |
The Smartsheet product vision: A look ahead
Sept. 21
10:30AM - 11:30AM
Demo Session
Hear our vision for the future of the Smartsheet product. See a preview of upcoming products and concepts, and learn how you can get involved to help shape our product roadmap. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level All Levels |
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PMI Credits 1 |
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Speaker Ben Canning |
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Location Level 2 | Flex A Room |
Solution spotlight: Analyze data with these formulas
Sept. 21
10:30AM - 11:30AM
Demo Session
Formulas have the power to take your solutions from good to great by saving you time and helping make more informed decisions. Together we'll review formula writing best practices and essential formulas that can be used to automate values in your sheet and to analyze data. This is session 2 of 4 in the solution spotlight series that will showcase reporting, calculating, and visualizing key data for a single solution. While not required, be sure to check out the other sessions in the series to see the solution come to life. *** Please note: Saving a session to your schedule does not guarantee entry. Space is available on a first-come basis until rooms reach capacity.
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Track Learn the Smartsheet Platform |
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User Level Smartsheet 201 |
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PMI Credits 1 |
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Speaker Irene Klimoff, Joshua Lewis |
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Location Level 3 | Room 333 |
Lunch: Grab & Go
Sept. 21
11:30AM - 1:00PM
Meal
Today's a short day, Grab & Go lunches in the Experiene Hub
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Track Other |
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Location Exhibit Hall Level | Experience Hub |
Closed: Registration • Experience Hub • Coffee Connect
Sept. 21
1:00PM - 1:00PM
Schedule
Track Other |
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