Agenda

With thought-provoking speakers and 60+ actionable sessions, you’ll get the tools and inspiration you need to tackle your next big thing.

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Agenda at-a-glance

Sessions for every Smartsheet user level

Get ready for 60+ actionable sessions across seven tracks brimming with ideas to make work, work better, from practical workshops and demos to tips for leveraging the platform to enhance your organization's performance.

Explore a suite of upcoming Smartsheet product innovations poised to revolutionize the management of projects, programs, and processes at scale. 

From driving organizational change to the art of project prioritization, this track provides insights into how Smartsheet experts and customers have overcome real-world challenges with scalable solutions.

Whether you’re just getting started with Smartsheet or an advanced user, you’ll discover how to maximize core Smartsheet features in this track.

With sessions led by product and security experts, the sessions in this track explore how to optimize workflows, ensure data security, and integrate Smartsheet with the tools your teams use every day.

In this track, you’ll get insider tips from Smartsheet pros and learn how other users are boosting efficiency and sparking innovation by smartly managing teams and resources.

In this track, you’ll explore powerful methods for effectively managing large workloads and gain insights on how to accomplish project consistency and visibility at scale. 

Whether you're looking to manage content intake, prioritize creative projects, or execute a global campaign, you’ll discover how Smartsheet can unblock creativity and productivity.

Explore the agenda

Filter by track, date, or session type. Click on each session title to learn more. Please note, dates and times are subject to change. 

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session date time activity type

Pre-Conference Breakfast

October 7

7:30AM - 8:30AM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Core App Bootcamp

October 7

8:30AM - 4:30PM

Pre-Conference…

Introductory level This workshop is designed to help you use Smartsheet effectively as a collaborative work management solution. Learn about fundamental capabilities, including sheets, reports, automations, formulas, and dashboards. This workshop will also give you a solid foundation for pursuing the Core Product Certification. Prerequisites: None

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User Level

Introductory

Unlocking Control Center

October 7

8:30AM - 4:30PM

Pre-Conference…

Intermediate level This workshop is designed to help you explore whether Smartsheet Control Center (SCC) is right for your organization. Learn the fundamentals of how our robust project and portfolio management tool builds on Smartsheet core capabilities. We will also cover all Control Center's key terminology and functionality. Prerequisites: None

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User Level

Intermediate

Building a Control Center Blueprint

October 7

8:30AM - 4:30PM

Pre-Conference…

Advanced level We designed this workshop to guide you through building in Smartsheet Control Center, including how to set up your blueprints. We will cover building intake sheets, using project metrics sheets, and configuring Portfolio WorkApps.     Prerequisites: Core Product Certified

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User Level

Advanced

Managing a Control Center Blueprint

October 7

8:30AM - 4:30PM

Pre-Conference…

Advanced level We designed this workshop to help you manage an organization’s portfolio in Smartsheet Control Center (SCC) including all of its projects and processes. We will cover maintaining blueprints, managing SCC  projects, portfolio management, and archiving assets. This workshop serves as a solid foundation for the Control Center Lead Certification.     Prerequisites: Core Product Certified

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User Level

Advanced

Introduction to Smartsheet and Project Management

October 7

8:30AM - 4:30PM

Pre-Conference…

Introductory level We designed this workshop to help you get started on using Smartsheet Project Management capabilities. We will also cover the essential foundational Smartsheet core application knowledge. This course can also be a foundation for those interested in pursuing the Project Management Certification. Prerequisites: None

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User Level

Introductory

Building a Multi-tier Control Center Solution

October 7

8:30AM - 4:30PM

Pre-Conference…

Advanced level We designed this workshop to guide advanced users in structuring and managing complex projects within Smartsheet Control Center. We will discuss the components essential to a multi-tier solution, share best practices, and configure a hierarchical solution structure to create projects within business contexts, such as regions or lines of business. Prerequisites: Control Center Lead Certified or 12+ months Control Center experience

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User Level

Advanced

Bridge Foundations

October 7

8:30AM - 4:30PM

Pre-Conference…

Advanced level We designed this workshop to introduce you to Bridge, the Smartsheet process automation engine that enables you to connect data across systems and automate routine tasks. Learn how to create flexible workflows that fit your business processes and review key concepts like triggers, modules, and data references. Prerequisites: Core Product Certified and familiar with simple coding.

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User Level

Advanced

Registration

October 7

9:00AM - 6:00PM

Registration

Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.

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Pre-Conference Lunch

October 7

12:00PM - 1:00PM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

View full session details

Coffee Connect

October 7

2:00PM - 6:00PM

Coffee Connect

Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.

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Experience Hub

October 7

2:00PM - 6:00PM

Experience Hub

The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!

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Overachievers and Community Champions: Together, we go far

October 7

3:10PM - 3:20PM

Smart Sessions

The Smartsheet Community has two powerful customer advocacy programs that bring people just like you together to accomplish more: The Overachievers and the Community Champions. If you've ever wanted to know more about these programs or how you can work towards joining them, this is the session for you! Come learn from Program Manager Alison Clancy and from actual participants themselves. Where it all begins: community.smartsheet.com

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Speaker

Alison Clancy, Darla Brown

Location

Experience Hub Theater - Level 2

Jump start your implementation with Smartsheet Professional Services

October 7

3:20PM - 3:30PM

Smart Sessions

Speaker

Dulcie Kenner

Location

Experience Hub Theater - Level 2

Smartsheet User Group

October 7

3:30PM - 5:00PM

User Group

Join us at our User Group at ENGAGE and connect with fellow Smartsheet enthusiasts! Discover how a Smartsheet mobilizer streamlines work, meets deadlines faster, and enhances productivity, including insights on how they established their own Smartsheet Community of Practice. In addition, share your Smartsheet knowledge and experience with others through an interactive activity, where through shared insights you will collaborate to refine solutions for common use cases. Space is limited to 100 seats and included with your ENGAGE registration!

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Smartsheet + GIS for Public Works: Tracking your most important assets

October 7

3:40PM - 3:50PM

Smart Sessions

Learn how to map your data from Smartsheet into a graphical view on Google Maps. We'll leverage Data Shuttle to do the heavy lifting and show how these solutions can come to life on your Smartsheet dashboards!

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Speaker

Brad Powers

Location

Experience Hub Theater - Level 2

Newbie orientation for first-time ENGAGE attendees

October 7

4:30PM - 5:00PM

Smart Sessions

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 Smartsheet leaders, and the ENGAGE planning team. Plus, you'll have a chance to meet other first-time attendees.

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Location

Experience Hub Theater - Level 2

Drive adoption with the Mobilizer Program

October 7

5:40PM - 5:50PM

Smart Sessions

Unlock the full potential of the Smartsheet Mobilizer Program! Discover how our 6,000-strong community is driving change, and hear from a fellow Mobilizer who has transformed team collaboration using these resources. Learn actionable tips to boost Smartsheet adoption within your organization. Plus, stick around for a chance to win Smartsheet prizes by answering trivia questions at the end!

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Speaker

Claire Sternoff, Deena Duran

Location

Experience Hub Theater - Level 2

Registration

October 8

7:30AM - 5:30PM

Registration

Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.

View full session details

Attendee Break

October 8

7:30AM - 9:00AM

Attendee Break

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

View full session details

Coffee Connect

October 8

7:30AM - 9:00AM

Coffee Connect

Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.

View full session details

Experience Hub

October 8

7:30AM - 9:00AM

Experience Hub

The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!

View full session details

Attendee Breakfast

October 8

7:30AM - 9:00AM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

View full session details

From Novice to Expert: The Transformative Impact of Smartsheet University Training and Certification

October 8

8:10AM - 8:20AM

Smart Sessions

In a rapidly evolving world, the ability to learn and adapt is crucial. This session explores the transformative impact of continuous Smartsheet University training and certification on both individual careers and organizational success.

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Speaker

Benjy Sung, Lorena Smith

Location

Experience Hub Theater - Level 2

WorkApps for Meeting & Request Management in Healthcare Organizations

October 8

8:30AM - 8:40AM

Smart Sessions

Learn how to take control of committee work, requests, and meeting minutes like a pro! We'll explore how to centralize all your tasks and roles in one streamlined location, making it easier than ever to keep everything and everyone on track.

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Speaker

Katye Reed

Location

Experience Hub Theater - Level 2

Opening Keynote

October 8

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; SVP of Product Experiences, Ben Canning; and VP of Commercial Sales, Jeana Kruszynski frame the future of Smartsheet and unveil a cascade of new features to revolutionize the ways organizations operate. Plus, you’ll learn from leading customers who will share their most exciting Smartsheet innovations and inspirations.

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Content Track

Keynote

Speaker

Ben Canning, Jeana Kruszynski, Max Long, Mark Mader

Experience Hub

October 8

10:00AM - 6:00PM

Experience Hub

The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!

View full session details

Attendee Break

October 8

10:00AM - 10:30AM

Attendee Break

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Improving project and program processes in government

October 8

10:30AM - 11:30AM

Breakout Session

Learn how government customers at the federal and state/local level use Smartsheet to improve processes whether you’re managing projects, programs, or entire portfolios. Smartsheet makes data more accessible, streamlines collaboration, provides executive visibility, driving efficiency across the organization. Whether using the commercial platform or the Smartsheet Gov instance built to meet FedRAMP and DISA IL4 requirements, change-makers can bring cutting edge best practices and flexibility to the public sector.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Angie Andersen, Rashimi Maheshwari

Control Center Blueprint Builder

October 8

10:30AM - 12:00PM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

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How to evolve your PMO to focus on value delivery

October 8

10:30AM - 11:30AM

Breakout Session

Wondering how your PMO can adapt, work better together, and deliver real value? Join us for this session! We'll show you how to manage projects consistently, get useful insights from your data, and keep everyone on track, all while focusing on delivering value.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Larry Gomez, Ally Robertson

Using content to collaborate with creative teams

October 8

10:30AM - 11:30AM

Breakout Session

Learn how to best use creative media such as video, PDFs, images, and much more to collaborate with your teams using Smartsheet. Asynchronous reviews are key to efficient outcomes, especially in a world of remote work culture. Come see how we're improving your ability to collect feedback within the context of your work.

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Content Track

Cultivating content collaboration

User Level

Introductory

Speaker

Sarah Hunt

Positioning the marketing department as a strategic partner and profit driver

October 8

10:30AM - 11:30AM

Breakout Session

In today’s competitive business environment, the marketing department must do more than just promote offerings. It needs to be a strategic partner, demonstrate impact, and drive profit. This comprehensive session will guide you through creating and optimizing a marketing work management solution that not only enhances visibility and decision-making, but showcases marketing as a key strategic player. We’ll cover practical steps to build your solution, extract valuable insights, and create impactful reports that demonstrate how marketing contributes to organizational success.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Stephanie McAndrew, Liz Miller

Control Center Lead Certification

October 8

10:30AM - 12:00PM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

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Project Management Certification

October 8

10:30AM - 12:30PM

Certification

The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.

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Core Product Certification

October 8

10:30AM - 12:00PM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

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Getting started with your first solution

October 8

10:30AM - 11:30AM

Breakout Session

Learn how to use sheets, reports, forms, and dashboards to tackle business challenges and share what you've built with your team. We’ll cover how to create update requests and reminders to set your team up for success.

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Content Track

Expanding your Smartsheet skillset

User Level

Introductory

Speaker

Daniel Zarovy, Ramani Katari

Managing data across your advanced solutions: Cell links, cross-sheet formulas, and beyond

October 8

10:30AM - 11:30AM

Breakout Session

In this session, we will explore various methods to propagate and manage data across your solutions, from cell links to cross-sheet formulas. Plus, you’ll have an exclusive preview of a new way to seamlessly connect your data.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Bob Fraser, James Lee

Empowering your team: How one project impacts an entire organization

October 8

10:30AM - 11:30AM

Breakout Session

Explore a healthcare accreditation use case to learn how to manage a portfolio of projects that can influence strategic initiatives. Learn how Baptist Health Jacksonville uses Smartsheet for its employee recognition program, boosting staff engagement and empowering teams to drive organizational improvement. In this session, you’ll discover how to streamline the accreditation and certification process through automation, combining external safety and quality data, and establishing a single source of truth throughout the application lifecycle.

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Content Track

Managing work and teams

User Level

Intermediate

Speaker

Erica Takano, Tim Clendaniel

System Administrator Certification

October 8

10:30AM - 12:00PM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

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Coffee Connect

October 8

10:30AM - 6:30PM

Coffee Connect

Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.

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Intake to archive: The anatomy of a complete solution

October 8

10:30AM - 11:30AM

Breakout Session

In this session, we will guide you through each step of a common project intake process, demonstrating how to create a complete workflow in Smartsheet — from diagramming your solution and creating forms to automating steps and visualizing data with reports and dashboards.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Cicero .

Attendee Lunch

October 8

11:30AM - 1:00PM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

View full session details

World-Class Project Reporting with Smartsheet and OnePager

October 8

11:40AM - 11:50AM

Smart Sessions

Smartsheet technology makes project management more efficient and accessible. But even the most skilled project management will go unrecognized if key stakeholders don’t have visibility into the project. This session will cover the discipline of project reporting, which is a vital component of your project lifecycle. You’ll learn how OnePager software integrates with Smartsheet to produce colorful, concise reports on your project plan that you can share with your boss, team, investors, or anyone else who needs a 30,000 foot view of your project.

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Speaker

Safford Black

Location

Experience Hub Theater - Level 2

Meet & Eat: Employee Resource Groups

October 8

11:45AM - 12:45PM

Meet & Eat

Through select DEI topics, meet members of Smartsheet's Employee Resource Groups to discuss best practices and challenges for fostering strong, vibrant employee communities. Topics may include:- Allyship- Why DEI Matters- Intersectionality

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Location

Experience Hub

Meet & Eat: ENGAGE Tips and Advice

October 8

11:45AM - 12:45PM

Meet & Eat

ENGAGE is the place for Smartsheet customers to come together, learn, and grow. With so much to do and see, attend this session to hear from repeat ENGAGE attendees on how they've navigated the event and had their best experiences.

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Location

Experience Hub

Meet & Eat: Let's Talk About Community

October 8

11:45AM - 12:45PM

Meet & Eat

Peer-to-peer connection and support is crucial to Smartsheet success. Whether you're new or an expert, this is your real-world opportunity to learn about the Smartsheet Community platform (community.smartsheet.com) and hear how members are using it to build solutions and relationships.

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Location

Experience Hub

Meet & Eat: Mobilizer Stories & Strategies

October 8

11:45AM - 12:45PM

Meet & Eat

Join fellow Smartsheet enthusiasts for a special Meet and Eat" lunch session designed exclusively for our Mobilizer community. This is your chance to connect with other passionate users who have successfully championed Smartsheet within their organizations. Share stories, exchange tips, and discuss how you've navigated change management, overcome challenges, and driven adoption.

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Location

Experience Hub

Smartsheet Successes in Education - School Districts, Universities, and more

October 8

12:20PM - 12:30PM

Smart Sessions

M2 Strategy will discuss some of the most successful use cases they have seen across their dozens of education clients. Learn about the solutions that have provided efficiency & cost-savings to some of the largest school districts and most prestigious universities in the country. Get insight into what has worked, lessons learned, and how Smartsheet can improve your schools processes at scale.

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Speaker

Joe Hamid, Mike Raposo

Location

Experience Hub Theater - Level 2

Project Management Certification

October 8

12:30PM - 2:30PM

Certification

The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.

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Smartsheet Control Center and Calendar App for Higher Education Facilities Management

October 8

12:40PM - 12:50PM

Smart Sessions

Learn how to use Smartsheet Control Center and Calendar App to effectively manage all of the work that Facilities teams complete! We'll show you how you can consistently provision different templates for different types of work to reduce administrative work and visualize information in dashboards so you aren't bogged down with system maintenance and manual reporting.

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Speaker

Joe Meehan

Location

Experience Hub Theater - Level 2

Tackling marketing inefficiencies: Less talk, more action

October 8

1:00PM - 2:00PM

Breakout Session

Why did you want to become a marketer? It probably wasn’t because you love to spend your time chasing approvals, building and rebuilding presentations, parsing data, or answering one-off questions. Discover how to reclaim your time with Smartsheet! This session will address the daily challenges and practical solutions to: content development, project timelines, data aggregation and paid media campaigns. Employ Smartsheet to cut through inefficiencies and build flexible, scalable processes that empower you to focus on strategy, drive impact, and enjoy your work.

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Content Track

Cultivating content collaboration

User Level

Intermediate

Speaker

Katrina Meehan, Michael Loughrey, Courtney Finger

From projects to programs to portfolios

October 8

1:00PM - 2:00PM

Breakout Session

What does it take to scale your projects to more complex programs and portfolios and yet achieve consistency in intake, execution, and reporting? Join us in this exciting session to understand the commonalities and differences between projects, programs, and portfolios and how you can achieve effortless standardization and scale. Learn how to align and prioritize your projects with organizational goals, codify and scale best practices, allocate resources, execute, and deliver with ease.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Olivia Ripps, Subha Rama

Enhance your solutions with automations

October 8

1:00PM - 2:00PM

Breakout Session

You can use automations in your Smartsheet solutions to save time on processes, reduce risk, and expand your impact. Which is the right automation tool for the job? Join us for a review of automated workflows and Bridge by Smartsheet to learn how you can take your solutions further by automating your repeatable, decision-based processes.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Grace F

Control Center Blueprint Builder

October 8

1:00PM - 2:30PM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

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Transform your workflows: Control Center hacks for immediate impact

October 8

1:00PM - 2:00PM

Breakout Session

Control Center delivers amazing quick wins. Join DigitalRadius, our Smartsheet Platinum Partner, during this breakout session designed to show you Control Cener hacks and teach you how to bring them back to your own enterprise. This session is perfect for anyone using Control Center today, or interested in using Control Center at their organization.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Ander Tallett, Brian Connell

Core Product Certification

October 8

1:00PM - 2:30PM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

View full session details

Connecting your ecosystems: Automating data connections powered by Smartsheet, Google, and Microsoft

October 8

1:00PM - 2:00PM

Breakout Session

Connecting your ecosystems together has never been easier! Learn how Alchemy and Theisen's use Smartsheet integrations with AI and automation to connect their business systems.

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Content Track

Securing‚ integrating‚ and managing Smartsheet

User Level

Advanced

Speaker

Maria Franklin, Ashley Delay, Jonathan Zaretsky

System Administrator Certification

October 8

1:00PM - 2:30PM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

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Control Center Lead Certification

October 8

1:00PM - 2:30PM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

View full session details

Getting started with dashboards

October 8

1:00PM - 2:00PM

Breakout Session

Whether you're a Smartsheet beginner or looking to refine your skills, this session will provide you with the foundational knowledge to create impactful dashboards that drive business insights and outcomes.

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Content Track

Expanding your Smartsheet skillset

User Level

Introductory

Speaker

Kendra Michaels

Attendee Break

October 8

2:00PM - 2:30PM

Attendee Break

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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How Bayer Crop Science developed an end-to-end work management solution with Smartsheet

October 8

2:30PM - 3:30PM

Breakout Session

Learn how the North American Product Supply team at Bayer Crop Science transformed its small, disparate work management solutions to a scaled, automated, and curated user experience with Control Center and WorkApps. In this session, we’ll explore how to develop cross-team solutions whilst maintaining core principles of keeping it simple, flexible, and scalable.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Dom Wooldridge, Jeff Manning

Service Delivery Excellence with Smartsheet

October 8

2:30PM - 3:30PM

Breakout Session

Explore how Smartsheet empowers service delivery organizations with process and project management. In this session, you'll learn how SoftwareX leverages Smartsheet to streamline customer interactions, from lead generation to invoicing, while enhancing project management, optimizing resource use, improving risk monitoring, and fostering better collaboration for PMOs and program managers.

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Content Track

Making meaningful change with Smartsheet

User Level

Introductory

Speaker

Andrew Rustemeyer, Dan Morales

Formulas: Building blocks for data analysis

October 8

2:30PM - 3:30PM

Breakout 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 essential formulas, tips for creating formulas efficiently by yourself or with the support of AI, and techniques for troubleshooting formulas.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Heather Duff

Creative solutions to your creative team's biggest challenges

October 8

2:30PM - 3:30PM

Breakout Session

Creative teams often struggle with the constant need for more content. In this session, you’ll learn how to manage intake and prioritize your creative initiatives, eliminating common bottlenecks and leveraging Smartsheet tools that enable your team and ignite creativity while maintaining brand control and compliance.

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Content Track

Cultivating content collaboration

User Level

Intermediate

Speaker

Tygre Hamilton, Karen Pytel

Rocket fuel for project teams: A deep dive into API integrations and automations with Smartsheet

October 8

2:30PM - 3:30PM

Breakout Session

Ever felt that your solutions could be turbo-charged if you could just make one or two customizations? Maybe an integration with a third-party system or a bespoke approval workflow? Join us as we explore the Smartsheet REST API and its pivotal role in customizing solutions. We will get hands-on with the Smartsheet API, explore its diverse offerings, and dive into custom solution examples using Smartsheet SDKs.

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Content Track

Securing‚ integrating‚ and managing Smartsheet

User Level

Advanced

Speaker

Sergio Dominguez

Become a demand intake pro

October 8

2:30PM - 3:30PM

Breakout Session

Join us for this session focused on transforming your work intake process with Smartsheet. Learn how to streamline incoming requests, quickly review and prioritize, and provide leaders with the insights necessary to drive strategic decisions. Discover how to surface critical information effortlessly, empowering your organization to make informed, impactful choices.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Alana Suter, Rachel Alldredge, Zachary Thornwood

How to manage employee and participant activities with Smartsheet

October 8

2:30PM - 3:30PM

Breakout Session

Discover how one of the world’s leading event management companies, Populous, who has supported the Super Bowl, March Madness, Invictus Games, and Warrior Games, utilized Smartsheet to create a dynamic platform to register, manage, and report on events with thousands of participations. The solution can be leveraged by any industry who registers students, employees, and staff within their organizations for internal or external events. Join M2 Strategy, a Platinum Smartsheet Partner, to learn how they collaborated with Populous on this transformational solution using WorkApps and Dynamic View.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Alisa Herring, Joshua Askins, Storey Sadler

Project Management Certification

October 8

3:00PM - 5:00PM

Certification

The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.

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System Administrator Certification

October 8

3:30PM - 5:00PM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

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Core Product Certification

October 8

3:30PM - 5:00PM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

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Control Center Lead Certification

October 8

3:30PM - 5:00PM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

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Control Center Blueprint Builder

October 8

3:30PM - 5:00PM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

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How Caravel assigns the right people to the right projects at the right time

October 8

4:00PM - 5:00PM

Breakout Session

Discover how Caravel uses Smartsheet to optimize project assignments, enhance team efficiency, and deliver superior work for its clients. Learn how initial project questions led to addressing team assignments, navigating challenges from limited work visibility, and meeting their targeted metrics and goals. Explore the features and workflows that addressed their needs, and gain key takeaways and best practices from Caravel's experience.

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Content Track

Managing work and teams

User Level

Intermediate

Speaker

Adam Lang, Chad Thompson, Tai Valenzuela

The Smartsheet product vision: A look ahead

October 8

4:00PM - 5:00PM

Breakout 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.

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Content Track

Exploring what’s next in the Smartsheet Platform

User Level

Introductory

Speaker

Ben Canning, Caz Brett, Miya McClain, Noah Edelstein, Olen Ronning

Drive organizational change without friction

October 8

4:00PM - 5:00PM

Breakout Session

Join us for a dynamic session dedicated to reducing friction while driving organizational change. You’ll discover strategies for implementing human-centric change initiatives, ensuring smoother transitions and higher adoption rates. Plus, you’ll gain insights on how to build support, foster engagement, and leverage Smartsheet to facilitate seamless change management.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Alexis Felton, Brenda Ssaaka, Christoph Hoffman

Gain control over your data with row ID management

October 8

4:00PM - 5:00PM

Breakout Session

By setting up a system to manage row IDs, you can gain full control over your data. Discover how every data point becomes clearly defined and easy to manage so there’s no more guessing where rows are coming from or confusion when data is mapped between sheets.

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Content Track

Expanding your Smartsheet skillset

User Level

Advanced

Speaker

Joshua Pense, Ian Barker

Advanced automations using Bridge by Smartsheet

October 8

4:00PM - 5:00PM

Breakout Session

Learn how to leverage Bridge by Smartsheet to build powerful process automation for your business. We'll cover several common Bridge use cases and resources to get you going on your advanced automation journey.

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Content Track

Working at scale

User Level

Advanced

Speaker

Chad Eiring, Josh Jones

Go beyond Workspaces and Workapps with Workspace+ Collections

October 8

4:00PM - 5:00PM

Breakout Session

Learn how to utilize workspaces and collections to get things done with your team. From access control best practices to content organization tips, this session is aimed to give you everything you need to build and run a solution.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Gretchen Doores Fitzgibbons, Ally Robertson

Building Connected Content Workflows feat. File Library

October 8

4:00PM - 5:00PM

Breakout Session

Dive into the future of content in Smartsheet! Featuring a spotlight on the new File Library, this session will provide insight into how Smartsheet can help you connect, streamline, and enhance your content-centric workflows and drive more effective team collaboration and business outcomes.

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Content Track

Cultivating content collaboration

User Level

Introductory

Speaker

Randy Meyerson

Welcome Reception

October 8

5:00PM - 6:30PM

Welcome Reception

Enjoy amazing conversations, offer feedback, gain knowledge, and cultivate relationships with our Smartsheet sponsors and staff. The ENGAGE welcome reception is hosted in our Experience Hub, where you'll have complimentary food and beverages while participating in conversations with our subject matter experts who develop and use our products.

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Strengthening Employee Connection with Smartsheet Automations

October 8

5:30PM - 5:40PM

Smart Sessions

Explore how to leverage sheet automations to strengthen employee community engagement. We'll show you how to combine forms, automations and integrators to send structured, customized messaging in your employee channels, reducing the need to manually reach your colleagues.

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Speaker

Michael Kingsbury, Sampson Fletcher

Location

Experience Hub Theater - Level 2

Pushing the boundaries of Smartsheet!

October 8

5:30PM - 5:40PM

Smart Sessions

Smartsheet has limitless potential—it's all about how creatively you use it. By thinking outside the box and leveraging integrations and APIs, you can unlock new, game-changing possibilities. Whether you're eliminating data silos, automating complex workflows, or managing portfolios with advanced tools, the opportunities are endless. Don't miss out on this chance to unleash your imagination and discover how Smartsheet can truly transform your business operations. Come explore and be inspired to push the boundaries of what’s possible.

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Speaker

Joe Goetschel

Location

Experience Hub Theater - Level 2

Maximizing ROI and User Adoption with Tailored Smartsheet Solutions

October 8

6:10PM - 6:20PM

Smart Sessions

Explore how to unlock the full value of Smartsheet by focusing on ROI and user   adoption. In this session, we'll showcase two powerful solutions designed to drive efficiency and engagement across your organization. Learn how to measure and maximize ROI with our IT Expenditures and Chargebacks solution, and discover strategies to enhance user adoption through personalized workflows. Whether you're looking to justify your investment or boost team buy-in, this session offers actionable insights to help you achieve your goals.

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Speaker

Michael Tirrell

Experience Hub

October 9

7:30AM - 9:00AM

Experience Hub

The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!

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Registration

October 9

7:30AM - 5:00PM

Registration

Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.

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Coffee Connect

October 9

7:30AM - 9:00AM

Coffee Connect

Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.

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Attendee Breakfast

October 9

7:30AM - 9:00AM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Smartsheet Data Shuttle for Grant Management

October 9

8:10AM - 8:20AM

Smart Sessions

Learn how to use Data Shuttle to simplify the budgeting aspects of your grant management process. Leverage Smartsheet to effortlessly track spending, disbursements, monitor progress, and stay on top of deadlines and budgets – all in one centralized platform.

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Speaker

Angie Andersen

Location

Experience Hub Theater - Level 2

External Collaboration with Dynamic View for Smartsheet Gov

October 9

8:30AM - 8:40AM

Smart Sessions

Learn how you can streamline your multi-step processes without compromising   confidentiality in the government space with Dynamic View. Whether you’re on the commercial platform or the Smartsheet Gov platform built for government use, manage information access for vendors and external collaborators by ensuring stakeholders have the right information at the right time.

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Speaker

Anchal Kumar

Location

Experience Hub Theater - Level 2

Keynote

October 9

9:00AM - 10:00AM

Keynote

Get ready for a thought-provoking session with Heather McGowan, renowned author and keynote speaker. Heather will explore her cutting-edge insights into reimagining change and innovation, guiding us through the evolving landscape of our professional world.

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Content Track

Keynote

Speaker

Heather McGowan

Experience Hub

October 9

10:00AM - 5:00PM

Experience Hub

The Experience Hub is like the Main Street of ENGAGE — with 30+ booths to ask questions and share your thoughts on all things Smartsheet, chat with a Smartsheet solutioning partner, and much, much more! The Experience Hub is closed during keynotes!

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Attendee Break

October 9

10:00AM - 10:30AM

Attendee Break

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Coffee Connect

October 9

10:00AM - 5:00PM

Coffee Connect

Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.

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Core Product Certification

October 9

10:30AM - 12:00PM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

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Smartsheet for Services Delivery

October 9

10:30AM - 11:30AM

Breakout Session

How do you achieve repeatability, better visibility, and deliver a great customer experience in your services engagements? Attend this session to learn more about how you can deliver exceptional customer experiences by integrating Smartsheet with your tech stack to deliver projects collaboratively, drive visibility, and achieve uber efficiency.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Tim Arland

Control Center Lead Certification

October 9

10:30AM - 12:00PM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

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Beyond the basics: Advanced work automation and integration with Smartsheet

October 9

10:30AM - 11:30AM

Breakout Session

In this session, Optimum will guide you through the next steps in your Smartsheet journey, focusing on advanced work automation and innovative integrations. Discover how to overcome scaling challenges, integrate financial and lab data, and explore cutting-edge enterprise solutions, including SAP integration. Join us to harness the full potential of Smartsheet and stay ahead of the curve in work automation. This session is designed for Smartsheet super users and professionals who have already established a solid foundation and are looking to elevate their capabilities.

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Content Track

Expanding your Smartsheet skillset

User Level

Advanced

Speaker

Chris Mondeau, Ian Kirkpatrick

Smartsheet Administration: Creating an efficient experience for everyone

October 9

10:30AM - 11:30AM

Breakout Session

Are you a Smartsheet System Administrator? Whether you're focused on optimizing your account administration or ensuring a seamless end-user experience, we’ve got you covered. Whatever your SysAdmin adventure looks like, you can join us to equip yourself with the right skills and knowledge to manage users and licenses, establish global account controls, apply customizations unique to your brand, and more!

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Content Track

Securing‚ integrating‚ and managing Smartsheet

User Level

Intermediate

Speaker

Kevin Claus, Quan To

Control Center Blueprint Builder

October 9

10:30AM - 12:00PM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

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System Administrator Certification

October 9

10:30AM - 12:00PM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

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Smartsheet in higher education

October 9

10:30AM - 11:30AM

Breakout Session

Learn how Smartsheet empowers higher education teams to manage projects, processes, and resources across campus more efficiently, securely, and at scale. In this session, we’ll cover how other schools are using Smartsheet and best practices that’ll drive long-term institutional sustainability and better experiences for students, faculty, and staff.

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Content Track

Managing work and teams

User Level

Intermediate

Speaker

Joe Meehan, Tracy Disque

Maximize project efficiency with our new views

October 9

10:30AM - 11:30AM

Breakout Session

Discover how Smartsheet's new views can revolutionize your workflow. This session will walk you through a project schedule, showcasing how the new views enable each team member to work the way they want. Create high-level roadmaps to visualize key milestones and deadlines, quickly filter, organize, and edit your data, and gain both the big picture and detailed insights—all with the unparalleled support of the Smartsheet platform.

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Content Track

Expanding your Smartsheet skillset

User Level

Introductory

Speaker

Alissa Johnson, Amy Yarrington

Project Management Certification

October 9

10:30AM - 12:30PM

Certification

The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.

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Streamline product development processes for faster time to market

October 9

10:30AM - 11:30AM

Breakout Session

In a competitive landscape like life sciences, speed to market is crucial for success. Learn how Smartsheet can help streamline regulatory submissions while aligning marketing efforts for faster market entry. We'll explore Smartsheet for task and content management, real-time collaboration, and cross-functional timeline coordination to expedite the preparation and submission of regulatory documents alongside the complex marketing reviews. Gain insights into powerful Smartsheet solutions that drive efficiency across multiple teams and accelerate your product’s journey to market.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Amy Nguyen

Attendee Lunch

October 9

11:30AM - 1:00PM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Women in Tech Luncheon

October 9

11:30AM - 1:00PM

Workshop

Join us for a special luncheon and fireside chat with Smartsheet leadership, to celebrate, build community and discuss shared experiences and opportunities of women and gender minorities in tech. We are committed to creating a collaborative and inclusive environment where everyone is welcome, regardless of expertise, gender identity, or career level. Whether you are a woman, gender minority, or an ally, your participation will contribute to an enriching experience that celebrates diversity and supports professional opportunities for all. Seats are limited, so we encourage you to RSVP as soon as possible.

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Location

Terrace 2 (Level 4)

Meet & Eat: Healthcare

October 9

11:45AM - 12:45PM

Meet & Eat

Join fellow Smartsheet healthcare customers at a special "Meet &   Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet at their organization. Get fresh ideas and get inspired!

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Location

Experience Hub

Meet & Eat: Life Sciences

October 9

11:45AM - 12:45PM

Meet & Eat

Join fellow Smartsheet life sciences customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet at their organization. Get fresh ideas and get inspired!

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Location

Experience Hub

Meet & Eat: Government

October 9

11:45AM - 12:45PM

Meet & Eat

Connect with other Smartsheet government customers at a special “Meet and Eat” networking lunch. Meet your peers, hear their stories and share your own. Whether you’re on the Smartsheet platform or the Smartsheet Gov platform built for government use, don’t miss this chance to get fresh ideas and get inspired!

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Location

Experience Hub

Meet & Eat: Education

October 9

11:45AM - 12:45PM

Meet & Eat

Join fellow Smartsheet education customers at a special "Meet & Eat" networking lunch. This is a chance to connect with peers in the industry to share stories, exchange tips, and hear how others have implemented Smartsheet across their institutions. Get fresh ideas and get inspired!

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Location

Experience Hub

Building Global Connections: Unlock the Benefits of Smartsheet User Groups

October 9

12:00PM - 12:10PM

Smart Sessions

Explore how you can connect with fellow Smartsheet users virtually or in person through our global user group program. This session will highlight the program's benefits and provide insights from a power user who has leveraged these groups to enhance their Smartsheet journey. Learn how participating in user groups can help you build valuable connections and gain new perspectives on Smartsheet.

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Speaker

Kelsey Hayden, Torey Tirpack

Location

Experience Hub Theater - Level 2

Beyond the Basics: Advanced Work Automation and Integration with Smartsheet

October 9

12:20PM - 12:30PM

Smart Sessions

In this breakout session, Optimum will guide you through the next steps in your Smartsheet journey, focusing on advanced work automation and innovative integrations. This session is designed for Smartsheet super users and professionals who have already established a solid foundation and are looking to elevate their capabilities. Discover how to overcome scaling challenges, integrate business data from CRM and ERP platforms such as Dynamics, SAP, and more. Join us to harness the full potential of Smartsheet and stay ahead of the curve in work automation.

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Speaker

Chris Mondeau

Location

Experience Hub Theater - Level 2

Project Management Certification

October 9

12:30PM - 2:30PM

The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.

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What can Smartsheet Do For You? – A Solution At Work

October 9

12:40PM - 12:50PM

Smart Sessions

Location

Experience Hub Theater - Level 2

Sneak peek: the AI-powered evolution of Smartsheet

October 9

1:00PM - 2:00PM

Breakout Session

Peer into the future to discover how AI will revolutionize how you get work done in Smartsheet and the critical role it will play in the evolution of the platform. You'll learn how we plan to extend existing AI tools to unlock insight across portfolios of data and co-build new solutions with you.

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Content Track

Exploring what’s next in the Smartsheet Platform

User Level

Introductory

Speaker

Urmila Kukreja

Control Center Lead Certification

October 9

1:00PM - 2:30PM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

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Scaling Smartsheet Data Shuttle for enterprise success and user adoption

October 9

1:00PM - 2:00PM

Breakout Session

Discover how Smartsheet Data Shuttle can drive business growth and enhance user adoption by optimizing data management processes across your organization. This session highlights a scalable solution initially developed for a small business and expanded to a large enterprise, showcasing the power of Data Shuttle. Learn how to show the value and ROI of Smartsheet advanced tools, and get tips on engaging stakeholders and boosting user adoption for a successful implementation and optimization.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Devyn Heimbeck, Michael Tirrell

System Administrator Certification

October 9

1:00PM - 2:30PM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

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Control Center Blueprint Builder

October 9

1:00PM - 2:30PM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

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Designing stunning and insightful dashboards

October 9

1:00PM - 2:00PM

Breakout Session

Unlock the secrets to creating visually stunning and insightful dashboards. This session will equip you with advanced design principles, innovative visualization techniques, and practical tips to craft dashboards that look impressive and provide deep, actionable insights. It will give you the expertise to transform complex data into compelling visual stories that drive informed decision-making.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Kendra Michaels

How Tremco Construction Products Group creates "One Tremco" with Smartsheet

October 9

1:00PM - 2:00PM

Breakout Session

The Tremco Construction Products Group leverages Smartsheet to bring its many brands together as “One Tremco” utilizing Bridge, DataMesh, Data Shuttle, the Salesforce Connector,  and other premium apps by Smartsheet.  In this session, you'll learn how to use Bridge in conjunction with the other advanced data connections to manage projects and work across various departments. We’ll also cover how to use Data Shuttle and DataTable to consolidate various Smartsheets for portfolio reporting and utilize the Salesforce Data Connector to enable collaboration across Sales teams.

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Content Track

Working at scale

User Level

Advanced

Speaker

Kristin Komassa, Rachel Wrobel, Jason Hidek

How to talk to your IT and security teams about Smartsheet

October 9

1:00PM - 2:00PM

Breakout Session

Smartsheet has a track record of achieving viral end-user adoption. However, as usage expands, IT and security teams may become concerned about the platform's security, compliance, manageability, and scalability. They may even halt further growth until they can thoroughly evaluate it! This session will guide non-technical users on how to effectively present Smartsheet to IT and security as a secure, scalable, manageable, and interoperable enterprise-grade platform, and how to dispel any notions that the platform risks "shadow IT."

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Content Track

Securing‚ integrating‚ and managing Smartsheet

User Level

Introductory

Speaker

Chris Peake, Matthew Dreaney

Seamless collaboration while working with sensitive data

October 9

1:00PM - 2:00PM

Breakout Session

In today's interconnected work environments, balancing the need for collaboration with the imperative to protect sensitive data is crucial. Join SCS cloud and Smartsheet to explore best practices and strategies for managing sensitive information, including PII, financial data, vendor management, and more, without compromising teamwork.Discover how to share reports without exposing underlying sheets and dynamically lock important data while leaving collaboration areas unlocked. Gain insights and actionable steps to enhance data security and collaboration internally and externally.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Joe Goetschel, Cicero .

Core Product Certification

October 9

1:00PM - 2:30PM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

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Attendee Break

October 9

2:00PM - 2:30PM

Attendee Break

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Beyond project management: Streamlining operations, assets, and resources across multiple job sites

October 9

2:30PM - 3:30PM

Breakout Session

Explore how Smartsheet revolutionizes operations with insights from 10xViz and an innovative client that dispatches field crews across the U.S. to address underground piping issues. This session showcases how Smartsheet extends beyond project management to streamline operations across multiple job sites. Learn best practices for asset and equipment management, inventory tracking, and boosting efficiency. In this session that's ideal for intermediate to advanced users, you'll discover how to leverage Smartsheet features to transform workflows and support cross-functional teams.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Jennifer Jones, Dustin Wise

Perfecting the art of IT project prioritization

October 9

2:30PM - 3:30PM

Breakout Session

How do you prioritize when every project in your backlog seems equally important? With resources in constant short supply, IT 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 to focus on what truly matters in a resource-constrained world.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Josh Jones, John Parsons

Integrate Smartsheet with your tech stack

October 9

2:30PM - 3:30PM

Breakout Session

Want to learn how Smartsheet can integrate with your enterprise communication tools, ERPs, security systems, and more? Learn how you can save time and break down   data silos with our built-in integrations.

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Content Track

Securing‚ integrating‚ and managing Smartsheet

User Level

Intermediate

Speaker

Britt Williams, Danielle Wilson

Enhance collaboration with Smartsheet

October 9

2:30PM - 3:30PM

Breakout Session

In today’s hybrid work environment, collaboration is essential. Join us to learn how Smartsheet’s features — automated notifications, requests, attachments, proofs, and Slack/Microsoft Teams integrations — can optimize workflows and enhance communication. We’ll cover best practices for using these tools to streamline processes and boost productivity. You'll gain practical strategies to improve teamwork and keep projects moving efficiently.

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Content Track

Expanding your Smartsheet skillset

User Level

Introductory

Speaker

Brad Powers, Alexander Munson

Tips for using Smartsheet AI

October 9

2:30PM - 3:30PM

Breakout Session

Get the scoop on using Smartsheet AI tools, including generate formulas, analyze data, and create text with AI. Plus, you’ll learn best practices for creating prompts.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Corey Engelhart

Unlock precision data retrieval with INDEX, MATCH, and COLLECT

October 9

2:30PM - 3:30PM

Breakout Session

Connect your data sources across multiple sheets with precision and leverage multiple criteria for pinpoint accuracy in lookup and analysis. In this session, you’ll learn how to seamlessly combine the high-powered trio of INDEX, MATCH, and COLLECT functions to extract only the data you need and say farewell to VLOOKUP’s limitations for good.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Courtney Lake, Joshua Pense

Project Management Certification

October 9

3:00PM - 5:00PM

The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.

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Control Center Blueprint Builder

October 9

3:30PM - 5:00PM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

View full session details

Core Product Certification

October 9

3:30PM - 5:00PM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

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Control Center Lead Certification

October 9

3:30PM - 5:00PM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

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System Administrator Certification

October 9

3:30PM - 5:00PM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

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How we're building Smartsheet into a world-class platform

October 9

4:00PM - 5:00PM

Breakout Session

Scale is a never ending journey. Learn from our platform leaders how Smartsheet is evolving to meet your needs across capacity, interoperability, administration, and governance.

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Content Track

Exploring what’s next in the Smartsheet Platform

User Level

Introductory

Speaker

Caz Brett, Bob Fraser, Quan To, Gihan Munasiinghe

Driving value with Services Delivery

October 9

4:00PM - 5:00PM

Breakout Session

Join this panel discussion with the Smartsheet Solutions Team and our strategic customers. We're diving deep into leveling up your Services Delivery business by deploying the Smartsheet Services Delivery Reference Architecture. In this session, you’ll hear directly from our customers how they dramatically increased their visibility and analytics into their business from a single view in Smartsheet. Additionally, you’ll learn how the Smartsheet Services Delivery Reference Architecture drives project delivery consistency and a best-in-class automated customer experience.

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Content Track

Making meaningful change with Smartsheet

User Level

Introductory

Speaker

Kris Baritt, Tim Arland

How PUMA unlocked collaboration to streamline their business processes

October 9

4:00PM - 5:00PM

Breakout Session

PUMA came to Smartsheet looking for a solution to their challenge: how to bring its people and tech stack together in the spirit of collaboration. Learn how PUMA combined collaborative Smartsheet principles including Bridge by Smartsheet and open API to build a unique end-to-end process lifecycle, transporting PUMA articles from design brief to development.

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Content Track

Working at scale

User Level

Advanced

Speaker

Jack Featherstone, Alexandar Chorbadzhiyski

Supercharge Resource Management with the power of APIs

October 9

4:00PM - 5:00PM

Breakout Session

Curious how external tools can elevate your Smartsheet experience? Join us to explore how leveraging APIs can supercharge your solutions. We’ll focus on Smartsheet's Resource Management platform, showcasing advanced automations that simplify workflows and improve project forecasting. With live demos and real-world case studies, you'll leave inspired and ready to enhance your own solutions. Don't miss out—empower your team and unlock new possibilities!

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Content Track

Managing work and teams

User Level

Advanced

Speaker

David Murray, Matt Nulton

Automate and manage your multi-step processes with Dynamic View

October 9

4:00PM - 5:00PM

Breakout Session

Streamline and automate your multi-step processes like external collaboration, ticketing, approvals, and requests with Dynamic View. In this session, we'll help you identify your multi-step workflows and review best practices for building your process to ensure you have the tools to get the right information to the right people without compromising confidentiality.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Anchal Kumar, Bobby White, Josh Reilly

Advanced power-user tips to up-level your Smartsheet experience

October 9

4:00PM - 5:00PM

Breakout Session

Join our session to uncover strategies that will transform your Smartsheet experience. We’ll cover powerful automation tips that will help you manage work at scale utilizing the functionality of the core Smartsheet app.

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Content Track

Expanding your Smartsheet skillset

User Level

Advanced

Speaker

Rob Walzer

How Signify Health exceeded company goals by transforming provider assignments

October 9

4:00PM - 5:00PM

Breakout Session

Join this session to see what Signify Health has done to manage capacity and availability for their provider network. You’ll see in-depth tracking, month-over-month trends, forecasting, and KPIs that have allowed Signify Health to not only reach their annual goals, but blow them out of the water. Come learn how they navigated change management and have grown the solution over time, while prioritizing optimal user experience. You’ll be able to apply the same concepts in your industry!

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Rachel Alldredge, David Olszewski

Attendee Party

October 9

5:00PM - 7:00PM

Attendee Party

Come get your game on for our last evening at Smartsheet ENGAGE! Challenge your colleagues to a friendly game of trivia, yard game, or an arcade game as you network with fellow attendees about your conference experience. Not into games? No problem — we will have some great entertainment as well for you to relax and enjoy some tasty food and beverages before you leave.

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Location

Exhibit Hall 1 - Exhibit Level

Attendee Breakfast

October 10

7:30AM - 10:00AM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Registration & Luggage Check

October 10

7:30AM - 12:00PM

Registration

Pick up your ENGAGE 2024 conference passes or stop by to ask conference questions at the registration desk.

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Control Center Lead Certification

October 10

8:00AM - 9:30AM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

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Coffee Connect

October 10

8:00AM - 12:00PM

Coffee Connect

Grab a cup of coffee and chat with your account team and Smartsheet's partners. Whether you're looking to pick someone's brain, share a laugh, or catch your breath, Coffee Connect has got you covered. Schedule in the event mobile app.

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Core Product Certification

October 10

8:00AM - 9:30AM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

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System Administrator Certification

October 10

8:00AM - 9:30AM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

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Control Center Blueprint Builder

October 10

8:00AM - 9:00AM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

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Project Management Certification

October 10

8:00AM - 10:00AM

The Project Management Certification exam validates that candidates can create a Smartsheet solution to manage a project’s lifecycle. They have demonstrated the ability to use Smartsheet in the 5 phases of the project lifecycle as defined by PMI - Initiating, Planning, Executing, Monitoring and Controlling, and Closing - including preparing, creating, and finalizing project plans, collaborating with core and extended teams, monitoring and reporting on project progress, and creating issue logs.

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How to get your marketing department to embrace Smartsheet

October 10

9:00AM - 10:00AM

Breakout Session

Are you looking to bring Smartsheet to your marketing department, but unsure how to get buy-in from your team? This session is designed to help you effectively communicate the benefits of Smartsheet and drive its adoption within your marketing organization. We'll explore practical strategies and techniques to demonstrate the platform’s value in streamlining workflows, enhancing collaboration, and improving overall efficiency. By the end of this session, you'll be equipped with the tools and insights needed to champion Smartsheet and transform your marketing operations.

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Content Track

Making meaningful change with Smartsheet

User Level

Introductory

Speaker

Michael Bickers

How Nestlé Purina uses Smartsheet and Resource Management

October 10

9:00AM - 10:00AM

Breakout Session

Discover how Nestlé Purina uses Smartsheet and Resource Management to boost efficiency and innovation. You’ll learn how the organization streamlines projects, builds the right team for the job, and plans for the future. Join us to explore examples of how the Smartsheet platform has transformed its work and led to better results.

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Content Track

Managing work and teams

User Level

Intermediate

Speaker

Kieran O’Driscoll, Siroos Abolahrari

Smartsheet security: Essential controls for safer collaboration

October 10

9:00AM - 10:00AM

Breakout Session

Smartsheet empowers users to collaborate across roles, departments, organizations, time zones, and countries. But how do you ensure your organization's data is secure and compliant when working with such an inherently collaborative platform? Join us to learn from our product and security experts on our top recommendations for configuring your Smartsheet instance with security in mind.

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Content Track

Securing‚ integrating‚ and managing Smartsheet

User Level

Intermediate

Speaker

Drew Decounter, Pawan Shukla

Automate and scale your project portfolio with Smartsheet Control Center

October 10

9:00AM - 10:00AM

Breakout 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.

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Content Track

Working at scale

User Level

Advanced

Speaker

Diego Braje, Emily Saforrian

Supporting agile work, prioritization, and content planning with board view

October 10

9:00AM - 10:00AM

Breakout Session

Explore how Smartsheet board view supports agile work, prioritization, and content planning. This session is designed to introduce you to using board view for agile project management. Learn how to visualize tasks, prioritize work items, and plan content effectively within a collaborative environment. Whether you're new to agile methodologies or seeking to enhance your current practices, you’ll discover how board view empowers teams to streamline workflows and achieve project success in Smartsheet.

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Content Track

Expanding your Smartsheet skillset

User Level

Introductory

Speaker

Pia Jacobs, Alissa Johnson

Automatically populate form fields using query strings

October 10

9:00AM - 10:00AM

Breakout Session

The query string is a powerful feature built into Smartsheet forms that allows default values to be passed into a form when it’s opened by an end user. Query strings can be hardcoded with values, or dynamically built using Smartsheet formulas. We’ll cover how to use QR codes with built-in query strings to identify the source of a form submission and how to use query strings with update requests to gather additional information post-submission.

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Content Track

Expanding your Smartsheet skillset

User Level

Advanced

Speaker

Chad Eiring, Samuel Perez

Control Center Blueprint Builder

October 10

10:00AM - 11:30AM

The Control Center Blueprint Builder Certification exam validates that candidates have the knowledge and skills necessary to design a solution to manage an organization’s programs in Smartsheet Control Center. Certified candidates can build and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation and change management.

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System Administrator Certification

October 10

10:00AM - 11:30AM

The System Administrator Certified exam validates that candidates can manage an organization's Smartsheet account settings, security policies, licenses, users, and data policies. Candidates should be able to enforce an organization's policy on the use of Smartsheet, manage the user lifecycle, and speak with authority about how the platform is being used by the organization and how it can be used in the future.

View full session details

Core Product Certification

October 10

10:00AM - 11:30AM

Certification

The Core Product Certified exam validates that candidates can build and configure collaborative work environments. Candidates should have an overall knowledge of the Core Product independent of a specific job role. Candidates should be able to create and organize information within a sheet, create and implement automated workflows, write formulas, build forms, and create and deploy reports and dashboards.

View full session details

Control Center Lead Certification

October 10

10:00AM - 11:30AM

The Control Center Lead Certification exam validates that candidates have the knowledge and skills necessary to manage an organization’s programs in Smartsheet Control Center. Certified candidates can manage and modify blueprints and Control Center settings to meet organizational needs and ensure consistency in project creation, change management, and archiving.

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Attendee Break

October 10

10:00AM - 10:30AM

Attendee Break

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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Power your marketing potential with Smartsheet

October 10

10:30AM - 11:30AM

Breakout Session

Effective marketing processes are the backbone of successful campaigns and brand growth. This session showcases how Smartsheet can unify your marketing workflow, enabling your team to deliver value and impact consistently. Discover how to break down silos, streamline workflows, and use data-driven insights to make informed decisions. We’ll cover how to leverage Smartsheet to prioritize projects, manage resources, and optimize performance, while maintaining visibility and accountability.

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Content Track

Making meaningful change with Smartsheet

User Level

Intermediate

Speaker

Richard Teachout, Laura Murdock, Leya Kritz

Reviewing sensitive compensation data with role-based views in WorkApps

October 10

10:30AM - 11:30AM

Breakout Session

Explore a multi-level managerial approval process for the annual review of employees compensation using Data Shuttle, sheets, reports, and WorkApps. We’ll demonstrate how to maintain a single sheet of data while securely presenting rows to multiple levels of management for review.

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Content Track

Expanding your Smartsheet skillset

User Level

Advanced

Speaker

Chad Eiring

Smartsheet charts unpacked: Elevate your dashboard game

October 10

10:30AM - 11:30AM

Breakout Session

Explore the art of transforming data into clear and impactful charts with Smartsheet dashboards. Learn to choose the most effective chart types based on data characteristics, category numbers, and most importantly, the specific business question you aim to address. You’ll even learn some techniques to create bonus charts. Suitable for beginner and intermediate dashboard creators.

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Content Track

Expanding your Smartsheet skillset

User Level

Intermediate

Speaker

Joe Kristo

The future of workflows: How Iron Mountain creates advanced solutions with API and Bridge

October 10

10:30AM - 11:30AM

Breakout Session

Explore how Iron Mountain has used Bridge by Smartsheet to transform its workflows through advanced automations to revolutionize its workflow strategy. In this session, we'll showcase real-world examples and provide practical insights into building solutions that enhance productivity and efficiency. Learn how to automate repetitive tasks and adapt to evolving business needs.

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Content Track

Securing‚ integrating‚ and managing Smartsheet

User Level

Advanced

Speaker

Michael Kingsbury, Brian Richardson

Leading change: A PMO leader’s Smartsheet journey at Simpson Strong-Tie

October 10

10:30AM - 11:30AM

Breakout Session

Gain insights from an experienced PMO leader who successfully led her organization through a transformative change initiative utilizing Smartsheet, highlighting use of Control Center, Data Shuttle, and Bridge by Smartsheet. Participants will learn about change management strategies, practical tactics, and lessons learned on the journey. The session will emphasize the importance of resilience, adaptability, and a people-centric approach in navigating the implementation of a global PMO solution, ultimately equipping attendees with insights to guide their own rollout of a Smartsheet solution.

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Content Track

Working at scale

User Level

Intermediate

Speaker

Alexander Ford, Mallory Pirogovsky

Grab & Go Lunch

October 10

11:30AM - 12:00PM

Attendee Meals

Take a moment to enjoy a nourishing meal and connect with Smartsheet experts and others in the Smartsheet community who share your affinity for meaningful change.

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