Agenda

We’re sharing a sneak peek of sessions early to give you a sense of what’s coming — 60+ breakouts designed to spark ideas and help you take on your next big thing.

Register now

 

Agenda

We’re sharing a sneak peek of sessions early to give you a sense of what’s coming — 60+ breakouts designed to spark ideas and help you take on your next big thing.

Register now

Start exploring what’s ahead

We’ve released a handful of sessions — click a title for more details.

Register now

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session date time activity type

Hack for Good: Solution Training & Handover

November 3

1:00AM - 5:00PM

Support

Smartsheet's Hack for Good program brings together non-profit organizations and pro bono Professional Services volunteers for a hands-on solution training and handover session. Non-profit participants receive a live walk-through of their custom-built Smartsheet solution, deployment guidance, and the resources needed to begin using their solution immediately. This invitation-only session is part of the Hack for Good Launch 40 experience.

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Coat and luggage check

November 3

7:00AM - 6:30PM

Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748

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Partner Summit & Pre-Conference Registration

November 3

7:00AM - 9:00AM

Registration

For Global Partner Summit and Pre-Conference Training attendees only. Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.

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Pre-Conference Breakfast (for pre-con attendees only)

November 3

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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Smartsheet Industry Analyst Lounge

November 3

8:00AM - 6:00PM

Analyst

A dedicated space for visiting analysts to relax and work between sessions. Stocked with meals and snacks, with tables and outlets set up for laptops. Open throughout the event for informal conversations and downtime.

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Pricing Team Meet & Greet

November 3

8:00AM - 5:00PM

Support

Come get to know the team, including our new P&P leader Lisa. Learn about our principles and philosophies. Details for signing up for a time slot coming soon.

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Smartsheet Industry Analyst Workroom

November 3

8:00AM - 6:00PM

Analyst

A dedicated quiet space where analyst can take calls, etc.

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Premium Support Live

November 3

8:00AM - 5:00PM

Support

Need help getting out of a jam and getting your solution moving? Get a 25-minute virtual session booked with Premium Support!! Sign up in this room or at our table in the Expo. Come use one of our tables, or from the comfort of your hotel room, to have the session.

View full session details

Smartsheet Troubleshooting: Hands-On Workshop

November 3

8:30AM - 4:30PM

Pre-Conference…

Advanced level Apply a diagnostic checklist to a complex, multi-component Smartsheet solution. Isolate and resolve defects involving sophisticated elements such as nested formulas, data corruption in cross-sheet links, and cascading workflow failures. Systematically validate the stability of a repaired solution and articulate the root cause and mitigation steps, to contribute to organizational best practices and improved governance. Prerequisites: Proficient in Smartsheet core capabilities Early bird $525 • Standard $735

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Go Beyond the Basics: a Smartsheet Workshop

November 3

8:30AM - 4:30PM

Pre-Conference…

Intermediate level 

This intensive, intermediate-level, workshop is an opportunity to apply and build on the skills acquired in the Builder Path or fundamental core app training by creating a Smartsheet solution in a less structured setting. You'll have the opportunity to practice and discuss building an intake process, approval workflows, and scalable project management templates.  

Prerequisites:  

  • Basic spreadsheet knowledge (understanding of rows, columns, and data organization) 
  • Basic project management concepts (tasks, timelines, status tracking)  

Early bird $525 • Standard $735

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Build a Smartsheet Solution

November 3

8:30AM - 4:30PM

Pre-Conference…

Introductory level Get started with the Smartsheet Builder Bootcamp! This introductory workshop will guide you through the fundamental tools and features of Smartsheet for collaborative work management. From building your first sheet to creating dynamic dashboards, you'll gain the skills to streamline your projects and boost your team's productivity. Prerequisites: None Early bird $525 • Standard $735

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Scale Complex Solutions & Design Strategic Portfolios

November 3

8:30AM - 4:30PM

Pre-Conference…

Advanced level  

Explore the architectural decisions and design choices Smartsheet consultants consider when developing complex, integrated solutions that support evolving business needs. You’ll learn how to evaluate your organization’s Smartsheet environment, examine how platform settings—such as security, sharing, and user limits—influence design, and determine how to structure solutions that grow with the business. learn how to think, design, and be prescriptive when it comes to communicating recommendations and documenting like a Smartsheet consultant. 

You’ll examine discovery and design methods to uncover true business needs, document solution requirements, and apply best practices to translate those insights into scalable, Smartsheet solutions.  

Prerequisites:  

  • Proficient in Smartsheet core capabilities 
  • Have solid formula fundamentals (can read, write basic formulas) 
  • Understand cross-sheet references, automations, and permissions 
  • Familiar with reports and can troubleshoot independently  

Early bird $525 • Standard $735

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Rethink Your Work: Designing Work for AI

November 3

8:30AM - 4:30PM

Pre-Conference…

Intermediate level 

When you can use AI to execute your work, everything about workflow design changes. This session is for leaders and operators who are ready to stop optimizing processes designed for manual input and start redesigning them for intelligent execution. Leave understanding not just what your work could become, but how to think about process redesign in an AI-first context.

This session is for leaders and operators who are ready to stop optimizing processes designed for manual input and start redesigning them for intelligent execution. Leave understanding not just what your work could become, but how to think about process redesign in an AI-first context.  

Prerequisites:  

  • Proficient in Smartsheet core capabilities  

Early bird $525 • Standard $735

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Run Smarter Projects: Smartsheet PM Powered by AI

November 3

8:30AM - 4:30PM

Pre-Conference…

Introductory to Intermediate level Learn to build a project management solution; the way work actually happens in 2026. Use Smart Assist to accelerate setup, surface risk, and keep teams aligned without manual overhead. Prerequisites: None Early bird $525 • Standard $735

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Registration

November 3

9:00AM - 6:00PM

Registration

Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.

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Global Partner Summit

November 3

9:00AM - 4:00PM

Additional

Smartsheet’s Global Partner Summit brings together partners and Smartsheet leaders for a focused day of insights, enablement, and connection at ENGAGE. Through executive perspectives, market and AI trends, practical working sessions, and real-world partner success stories, attendees will see where Smartsheet is headed, gain the tools to move with confidence, and discover new ways to grow their business and deliver greater customer impact.

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Pre-Conference Lunch (for pre-con attendees only)

November 3

12:00PM - 1:00PM

Attendee Meals

Description: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 Industry Analayst Day

November 3

12:00PM - 6:00PM

Analyst

A half-day event bringing key industry analysts together with senior leadership. The agenda covers vision, roadmap, key announcements, and other programming. 1:1 meetings between analysts and key stakeholders round out the day.

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Driving Impact Through People in the Age of AI

November 3

2:40PM - 3:40PM

Breakout Session

The project profession is undergoing a fundamental shift. As the gap between strategy and execution widens, the PMO must evolve from a tracking function into a strategic architect of resilience. Ric Galassi explores the "Execution Gap" — where work often gets lost across silos and stakeholders. Discover the journey Flight Centre Travel Group navigated to unify disconnected teams, manage global complexity, and ensure high-level strategy translates into measurable results.

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User Level

Intermediate

Speaker

Brian Gann

Coffee Connect

November 3

3:00PM - 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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Networking Reception

November 3

4:00PM - 6:00PM

Reception

Kick off your conference experience in the vibrant Experience Hub, where the energy is high and the connections are real. This isn't just a reception—it's your chance to dive into the future of work. Grab complimentary food and drinks while you mix and mingle directly with the brains behind Smartsheet: our staff, sponsors, and subject matter experts. Share your insights, get exclusive knowledge, and cultivate the relationships that will define your 2026 strategy. Come ready to talk, learn, and be inspired!

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Experience Hub

November 3

4:00PM - 6:00PM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.

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Newbie orientation for first-time ENGAGE attendees

November 3

4:30PM - 5:00PM

Networking

Whether you're brand new to Smartsheet ENGAGE, returning after a break, or a seasoned attendee looking to level up your experience, this orientation is your launchpad. Join us in the Experience Hub Lightning Talk Theater for a guided overview of how to make the most of your week—connect with peers, discover key sessions, and navigate the event with confidence. The Networking Reception kicks off immediately afterward at 5:00pm, so come ready to mingle and make your first connections.

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Coffee Connect

November 4

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

November 4

7:30AM - 9:00AM

Attendee Meals

Fuel up for the day: Grab a nourishing breakfast and connect with Smartsheet experts before the keynote. Get ready for a full day of learning!

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Experience Hub

November 4

7:30AM - 9:00AM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.

View full session details

Registration

November 4

7:30AM - 6:30PM

Registration

Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.

View full session details

Coat and luggage check

November 4

7:30AM - 7:00PM

Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748

View full session details

Premium Support Live

November 4

8:00AM - 5:00PM

Support

Need help getting out of a jam and getting your solution moving? Get a 25-minute virtual session booked with Premium Support!! Sign up in this room or at our table in the Expo. Come use one of our tables, or from the comfort of your hotel room, to have the session.

View full session details

Smartsheet Industry Analyst Workroom

November 4

8:00AM - 6:00PM

Analyst

A dedicated quiet space where analyst can take calls, etc.

View full session details

Smartsheet Industry Analyst Lounge

November 4

8:00AM - 6:00PM

Analyst

A dedicated space for visiting analysts to relax and work between sessions. Stocked with meals and snacks, with tables and outlets set up for laptops. Open throughout the event for informal conversations and downtime.

View full session details

Pricing Team Meet & Greet

November 4

8:00AM - 5:00PM

Support

Come get to know the team, including our new P&P leader Lisa. Learn about our principles and philosophies. Details for signing up for a time slot coming soon.

View full session details

Coffee Connect

November 4

10:00AM - 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.

View full session details

From One to Many: Solving Scale with the Smartsheet API

November 4

10:20AM - 11:20AM

Breakout Session

Scale breaks things. Here's how the Smartsheet API fixes that. Every Builder and Architect hits the same wall: what works for one sheet or project breaks down at ten, fifty, or five hundred. This session shows how the Smartsheet API solves the "one-to-many" problem through three use cases: standardized project plans across dozens of engagements, replicating a proven structure at scale, and webhook-triggered automations reacting to changes in real time. This is a pattern library: attendees see the API building blocks (templates, bulk operations, webhooks) that solve all three.

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User Level

Advanced

Speaker

Chad Eiring, Iliyan Panchev

New Views: Unlocking Scale, Innovation, and The Future of Work

November 4

10:20AM - 11:20AM

Breakout Session

Table replaces grid. Board replaces card. A reimagined Gantt is here. Table-based reports are coming. This isn't cosmetic — the original views weren't built for what's next. This session tells the full story: why a rebuild was necessary, what the new views do that the originals never will, and what's on the roadmap. Then we get practical: transition plans and timelines, how to influence what comes next through feedback and early access, and the change management resources admins and SMEs need to bring every team along.

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User Level

Introductory

Speaker

Eleanor Ritchie, Selin Esener, Tyson Brown

Security and governance essentials: your controls for safe collaboration

November 4

10:20AM - 11:20AM

Breakout Session

Collaboration is only valuable when the right people see the right things. As AI makes it easier to surface and act on your data, strong governance is the foundation that lets you move fast safely. Join us for a prioritized walkthrough of the controls that keep your data secure and compliant: the essentials worth revisiting, and the new capabilities released this past year. Walk away knowing exactly what to review, what to turn on, and how to keep your Smartsheet environment secure as you scale.

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User Level

Intermediate

Speaker

Daniel Medved

What Your PMO Needs to Succeed: A Maturity Framework

November 4

10:20AM - 11:20AM

Breakout Session

Understanding your PMO's maturity changes how you invest. It shows you what to prioritize now and what to build toward later. This session is your roadmap. You'll assess your current level, understand your stage-specific constraints and opportunities, and learn what capabilities drive real progress. The goal: clarity on your journey from here to where you want to be, not some idealized state, but a realistic roadmap based on your actual starting point.

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User Level

Intermediate

Speaker

Devyn Heimbeck, Chika Monu

Stop Chasing Updates: Let AI Do the Busywork on Your Construction Projects

November 4

10:20AM - 11:20AM

Breakout Session

For builders, two questions decide the job: are we on schedule, and are we on budget? Keeping both current usually means hours of manual updates, retyping a GC's schedule, chasing change documents, reconciling budgets. Two former construction professionals show how Smart Assist can carry that load: turning an outside schedule or a stack of documents into structured tasks and budget lines, flagging what's slipping or over budget before it hurts, and keeping the numbers honest, so your team spends time building, not updating spreadsheets.

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User Level

Advanced

Speaker

Shane Farley, Shane Farley, Anthony Arrienda

Map Before You Automate: Process Excellence for the AI Era

November 4

10:20AM - 11:20AM

Breakout Session

Automating a bad process only creates faster chaos. To scale AI and avoid generic outputs, organizations must first master process mapping. This session highlights how human operational design meets the Smartsheet Intelligent Work platform. Discover how process visualization clarifies roles, exposes inefficiencies, and builds the foundation for your Smartsheet deployment. Learn to pair human judgment with Smartsheet execution to keep your workflows smart, scalable, and slop-free.

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User Level

Intermediate

Speaker

Emily Kerwin, Kasey Weidman

Built to Transform: How Real Teams Reinvented the Way They Work

November 4

10:20AM - 11:20AM

Breakout Session

Strategic Portfolio Management: Strategy to Execution at Smartsheet

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User Level

Intermediate

Speaker

Pranovaa Vijayakumar, Li Hsu

Get Cooking with the MCP Cookbook

November 4

10:20AM - 11:20AM

Breakout Session

With hundreds prompts and counting, there are so many recipes in our AI MCP Cookbook for you to try out. But, how do you find the ones that suit you and your team’s specific palates? Come join our cooking class where we'll guide you through the tools and techniques you can use for finding, planning, measuring, and combining the ingredients relevant to the work you do to master and expand on recipes created by the pros. Once you have your dish ready to serve, we'll hear how to pair it with the perfect cocktail from a master of tipple innovation at Diageo!

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User Level

Intermediate

Speaker

Ella Gourlay, James Ashby

The Connection Lab

November 4

10:20AM - 11:20AM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

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User Level

All Levels

Speaker

Presented by Smartsheet University

Attendee Lunch

November 4

11:20AM - 1:20PM

Attendee Meals

Savor a delicious lunch while engaging with Smartsheet experts and fellow enthusiasts. This is a prime opportunity to exchange ideas, share experiences, and build connections with others passionate about driving impactful change within the Smartsheet community. Take advantage of this informal setting to foster meaningful discussions and network with like-minded individuals.

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Experience Hub

November 4

11:20AM - 1:20PM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.

View full session details

Meet & Eat: AI & MCP in Action

November 4

11:30AM - 12:30PM

Networking

Connect with peers at an informal "Meet & Eat" networking lunch and hear real-world stories on how other professionals using smartsheet are leveraging AI and Smartsheet's new MCP capabilities to accelerate workflows and drive innovation. Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Nonprofit

November 4

11:30AM - 12:30PM

Networking

Connect with fellow peers in Nonprofit organizations at an informal “Meet & Eat” networking lunch. This is an opportunity to share Smartsheet solutions, troubleshoot real obstacles, and swap best practices and insights on topics like donor relations, field operations, fundraising events and more. Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Military and Veterans

November 4

11:30AM - 12:30PM

Networking

Connect with fellow military service members and veterans for an informal “Meet & Eat” networking lunch hosted by Heroes on the Water. This is an opportunity to foster connections and provide a valuable engagement for military veterans, active-duty personnel, and their families. You will get to share experiences and discuss topics like professional development, transitioning from military to civilian life,  leveraging your unique skills in the industry and share Smartsheet solutions best practices.About the host:  Heroes on the Water is a nonprofit that provides free outdoor programs for active duty and veterans.Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: PMO Community

November 4

11:30AM - 12:30PM

Networking

Connect with PMO peers at an informal "Meet & Eat" networking lunch. Whether you're new or an expert, this is your real-world opportunity to learn about the Smartsheet Community platform (community.smartsheet.com) and connect with professionals in similar roles to share Smartsheet solutions, troubleshoot real obstacles, and swap best practices.Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Leading through Transformation: Women & Gender Minorities in Tech Luncheon

November 4

11:30AM - 1:00PM

Networking

Step away from the sessions and give back to the Seattle community. Join us for a hands-on teddy bear assembly where your efforts will directly benefit children in need through a local non-profit partner. All materials provided — just bring your enthusiasm. Walk-ins welcome. Facilitated in partnership with Visit.org.

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Meet & Eat: Digital IT Community

November 4

11:30AM - 12:30PM

Networking

Connect with peers navigating digital IT and technology infrastructure challenges at an informal “Meet & Eat” networking lunch. Share Smartsheet solutions, troubleshoot real obstacles, and swap best practices. Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Why won't my team just use Smartsheet?

November 4

11:30AM - 12:30PM

Networking

You built the sheet. You ran the training. And somehow half your team is still working out of email. Sound familiar? Come hear from a Smartsheet Mobilizer, a certified internal champion who's been in the trenches driving adoption from the inside, and swap strategies with peers who are working through the same challenges. Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Operations Community

November 4

11:30AM - 12:30PM

Networking

Connect with peers in Operations at an informal "Meet & Eat" networking lunch. Share Smartsheet solutions, troubleshoot real obstacles, and swap best practices.Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Smartsheet TAM Summit & Luncheon: Celebrating Our Customers

November 4

12:00PM - 2:00PM

Networking

Now in its fourth year at ENGAGE, this luncheon has become a cornerstone of the conference experience for women and gender minorities in tech. This year, we're building on that tradition by connecting our community around one of the most relevant topics right now: leading through transformation. Attendees will hear from Smartsheet leaders who are navigating change; and leave with honest perspectives, new connections, and inspiration they can actually take back to their teams. Through a moderated panel, guided table conversations, and a hands-on charitable activity, this luncheon is a chance to step away from the conference floor, find your people, and be reminded of what's possible.

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Intake to Archive: The Anatomy of a Complete Solution

November 4

1:20PM - 2:20PM

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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User Level

Intermediate

Speaker

. Cicero

Death to Busywork: Power Up Your Sheets with AI

November 4

1:20PM - 2:20PM

Breakout Session

In the age of AI, why do we still feel like we're drowning in work? Busywork hides everywhere in our sheets: data to classify, formulas to write, documents to transcribe, formatting to fix. Smartsheet integrated AI handles all of it. In this demo-driven session built on real use cases, you'll see Smart Columns process and classify data, AI generate powerful formulas, Smart Assist turn documents into working data with instant structure and formatting, and AI chat clients unlock new ways to interact with your sheets. Leave ready to power up your own solutions today.

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User Level

Intermediate

Speaker

Alizain Merchant, Tyson Brown

Manage your Smartsheet plan with Admin Center & AI to unlock efficiency

November 4

1:20PM - 2:20PM

Breakout Session

In this session System Admins will learn how to use AI to simplify managing users, seats, and get usage insights faster with MCP server and Admin agent. We will also cover exciting improvements in Smartsheet governance and management that make System Admins more productive while staying in control.

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User Level

Intermediate

Speaker

Jonathan Arias

When Simple Updates Aren't Simple: From Template Drift to a Standardized, Future-Ready Portfolio

November 4

1:20PM - 2:20PM

Breakout Session

Your Control Center portfolio has grown, your templates have evolved, and your provisioned projects haven't kept up. Now even simple updates demand extra time and effort. Sound familiar? Through the story of a real single-tier, 2,000-project portfolio, you'll see how Enhanced Global Updates (EGU) pushes new sheet templates, cross-sheet references, and more across every project at once — no Bridge or API skills needed. You'll leave knowing whether your portfolio is EGU-ready, how to approach closing years of template drift, and options to prevent the problem from recurring.

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User Level

Intermediate

Speaker

Dom Cicero

Beyond the Build: 7 Lessons for Smartsheet Solutions That Actually Work

November 4

1:20PM - 2:20PM

Breakout Session

Your Smart Agents Only Know What Smartsheet Knows

November 4

1:20PM - 2:20PM

Breakout Session

Every tool you connect to Smartsheet makes your Smart Agents smarter. Agents, Portfolios and Scenario Planning reason over what's in your sheets. A project that half-lives in Jira, ServiceNow, Asana or Azure DevOps gives them half a picture. This session is about widening that context: what to sync, from which tools, in which direction, and the three ways to get there — build, bridge, or buy. Then a customer shows what they connected and what was the impact.

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User Level

Intermediate

Paylocity: How a Champion Drove an Enterprise Platform Migration

November 4

1:20PM - 2:20PM

Breakout Session

Paylocity: How a Champion Drove an Enterprise Platform MigrationBecoming a data-driven enterprise takes more than a new platform. It takes rethinking how work happens at scale. When Derick Gerloff joined Paylocity, he saw a chance to turn scattered processes into a connected, data-driven operating model. Learn how Paylocity moved off two legacy work management tools, solved five major operational challenges, and used Advanced Work Management, Bridge, and AI to automate workflows, cut admin effort, speed up project startup, and build a consistent, scalable model for enterprise execution.

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User Level

Intermediate

Speaker

Kendra Michaels, MSPM, PMP

The Connection Lab

November 4

1:20PM - 2:20PM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

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User Level

All Levels

Speaker

Presented by Smartsheet University

You've Mastered the Nested IF - Now What?

November 4

2:40PM - 3:40PM

Breakout Session

Before AI, becoming an advanced formula user meant memorizing functions and mastering syntax. Now that AI writes complex formulas from plain-language prompts, advanced users stand apart by knowing how to describe their goals, which functions to request intentionally, and how to fix what AI can't see. We'll cover prompting AI for formulas, explore functions worth requesting by name (MOD, VALUE, COLLECT, HAS, INDEX, MATCH), and troubleshoot beyond syntax issues. You'll leave able to build a final formula faster with fewer errors, and create efficient operations through smarter automation.

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User Level

Advanced

Speaker

Courtney Lake

AI Everywhere: From Personal Wins to Organization-Wide Impact

November 4

2:40PM - 3:40PM

Breakout Session

Most organizations have AI running somewhere. Leaders have it running everywhere — across individuals, teams, and the whole org. We'll start with a quick grounding in what we mean by AI and how to get the best value from it (no AI background required), then move straight into examples you can use immediately, from Smart Assist and Smart Columns to the AI Dashboard Builder, MCP connectors, and more. You'll leave knowing which capability to reach for at the individual, team, and org level — and how the value compounds as adoption grows.

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User Level

Introductory

Speaker

Elizabeth Matson, Alejandro Calderon

Responsible AI: Management, Governance, and Security

November 4

2:40PM - 3:40PM

Breakout Session

As agentic AI proliferates, the questions of security, governance, and control come into sharper focus. Join us as we share our perspective, our product, and our plans: how we think about building AI responsibly, the controls available to govern AI today, and the capabilities on our roadmap. You'll walk away with a practical sense for how Smartsheet intends to safeguard users, data, and trust in the AI era.

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User Level

Intermediate

Speaker

Drew Garner, Daniel Medved

Eli Lilly: Layering AI onto a Smartsheet Foundation

November 4

2:40PM - 3:40PM

Breakout Session

Your Smartsheet data can do more than you think. At one of Eli Lilly's manufacturing sites, a team manages a production-critical, multi-team process in Smartsheet — and because that data was already structured and centralized, they could layer AI directly on top: dynamic visualizations of the process, generated from the data already in Smartsheet. This session walks through what was built on top of the existing solution, the outcomes, and what it shows about the value of having your data in Smartsheet as the foundation for AI. Dan Humphries provides the customer perspective.

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User Level

Intermediate

Speaker

Harry Protheroe

From Process to Platform to AI: Nestlé Purina Petcare's Digital PMO Journey

November 4

2:40PM - 3:40PM

Nestlé Purina PetCare North America's Enterprise Digital Portfolio Management team, reporting to the Chief Digital Officer, built the process before it chose the technology: a standardized framework for intake, business case development, prioritization, approval, and value tracking. In partnership with Smartsheet, that framework became an enterprise platform giving leadership a transparent, collaborative view of the digital portfolio — and visibility into performance, adoption, and realized benefits. Discover the journey from process to platform, and the emerging role of AI.

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User Level

Intermediate

Speaker

Kieran O'Driscoll

The Connection Lab

November 4

2:40PM - 3:40PM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

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User Level

All Levels

Speaker

Presented by Smartsheet University

Centralized Intake to Real-Time Visibility: Villanova's UTS PMO on Smartsheet

November 4

2:40PM - 3:40PM

Breakout Session

Villanova University's UTS PMO centralized project and work management on Smartsheet, standardizing intake, automating complex workflows, and gaining real-time portfolio visibility. Connected dashboards and reporting now span the full lifecycle — from request and prioritization through governance and delivery — [with X outcome, e.g., a specific time or capacity metric].

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User Level

Intermediate

Cross-Functional Coordination That Holds: Owning Handoffs You Don't Control

November 4

4:00PM - 5:00PM

Breakout Session

You depend on teams that don't report to you, and when a handoff slips, you absorb the consequence with no real leverage to prevent it. This session shows how to build cross-functional coordination that holds: a single record everyone works from, handoffs with clear ownership and visible status, and intake and routing that move work between functions without re-keying or chasing. Bring a cross-functional process that breaks at the handoff today and leave with an architecture for making ownership clear across teams you don't control.

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User Level

Intermediate

Speaker

Shaayann Khalid

Smartsheet Product Roadmap: A look ahead

November 4

4:00PM - 5:00PM

Breakout Session

Hear our vision for the future of the Smartsheet product. See a preview of upcoming capabilities and early-stage concepts we're still shaping, and learn how to get early access to our latest innovations.

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User Level

All Levels

Speaker

Pratima Arora

From Blank Canvas to Advanced Dashboard

November 4

4:00PM - 5:00PM

Breakout Session

A good dashboard is easier to build than most people think, and the newest features make it faster than ever. This practical, build-focused session starts from a blank canvas and covers best practices that work at any level. Then we put the latest tools to work, drafting a dashboard in seconds with AI, using the new chart widget for clarity, and adding global filters so one view serves every audience. Whether you're building your first dashboard or you're a pro who hasn't caught up on the latest features, you'll leave with an approach you can use right away.

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User Level

Intermediate

Speaker

Kendra Michaels, MSPM, PMP

Managing the AI You Already Have

November 4

4:00PM - 5:00PM

Breakout Session

Your teams are already using AI. The question is whether anyone can see what AI initiatives running, who is building then, which ones are worth scaling, what it's costing, and what's the ROI/savings associated with them? For the people responsible for making AI work in the real world, adoption created a new job nobody was staffed for: managing it. This session names the operational challenges of AI adoption honestly, then shows how Smartsheet solution gives teams a way to bring order to it without building governance from scratch.

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User Level

Intermediate

Moving Beyond Sheet Sprawl: Creating Structured Governance

November 4

4:00PM - 5:00PM

Breakout Session

Disconnected sheets. No visibility, no consistency, no clear owner. This session shows how to move from sprawl to standardized operations — using AI to remove friction and Portfolios to maintain visibility at scale.You'll learn how to:- Diagnose your landscape and identify the user patterns inside it- Turn those patterns into standardized operations using AI and Portfolios- Drive adoption through standardized prompts and repeatable structureWalk away with a clear path from scattered sheets to governed, scalable operations.

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User Level

Intermediate

Speaker

Diego Almeida

Building an Operational Health View that Leaders Trust

November 4

4:00PM - 5:00PM

Breakout Session

Stop compiling operations data manually. Build a real-time operational health dashboard that surfaces deviations early and gives leadership the trusted live picture they need. In this hands-on session, you'll learn best practices, explore Smartsheet latest operations capabilities, and watch a an AI-powered template be configured. Perfect for operations leaders ready to transform how they manage performance. Attendees will not only walk away with best practices, but get access to a template set to get them started.

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User Level

Intermediate

Speaker

Brian Gann, Ashley Maniakas

The Connection Lab

November 4

4:00PM - 5:00PM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

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User Level

All Levels

Speaker

Presented by Smartsheet University

3 Users to 1,114: How Zalaris Standardized Global SAP Delivery Across 11 Countries

November 4

4:00PM - 5:00PM

Breakout Session

In three years, Zalaris scaled from 3 Smartsheet users to 1,114 across 11 countries, standardizing operations for a SAP consulting business serving clients with 1.8 million employees. EVP Mike Ellis breaks down the blueprint-driven model that enabled real-time delivery at that scale — and how AI now augments expert consultants to sustain it.

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User Level

Intermediate

Speaker

Michael Loughrey

Welcome Reception

November 4

5:00PM - 6:30PM

Reception

Ready to turn your connections into real-world opportunities?Kick off your conference experience in the vibrant Intelligent Work Experience Hub, the high-energy destination for networking. More than just complimentary gourmet food and signature beverages, this reception is your chance to solidify the professional relationships you’ve been building.Connect with the People Who Matter: Use the ENGAGE Event App to identify the people you've been connecting with online, then easily meet them face-to-face! This is the perfect setting to transition those scheduled 1-on-1 chats into genuine, productive conversations.Unlock Sponsor Insight: Don't just browse the booths—mingle with our Smartsheet sponsors and staff who are eager to meet you. This is a dedicated, relaxed environment to have direct, high-value conversations with the companies driving innovation in the Smartsheet ecosystem. They’re here to offer exclusive insights, discuss your specific challenges, and explore future partnerships.Go Deep with Experts: Share your direct feedback and gain exclusive product knowledge from the Smartsheet subject matter experts and developers who build and use our products every day.Come ready to learn, offer feedback, and cultivate the powerful professional network that will define your success in 2026!

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Experience Hub

November 4

5:00PM - 6:30PM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.

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Coat and luggage check

November 5

7:30AM - 8:30PM

Keep your hands free and enjoy the event with ease. Our complimentary coat and luggage check provides a secure location to store your personal belongings during the day. Staffed by attendants throughout event hours, this service ensures your items are safely held and easily accessible whenever you need them. Smartsheet is not responsible for items that are lost, stolen or damaged. Laptops are not accepted. Items not retrieved will be sent to Summit Security, their phone number is: 206-219-4748

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Registration

November 5

7:30AM - 5:00PM

Registration

Pick up your ENGAGE 2026 conference passes or stop by to ask conference questions at the registration desk.

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Attendee Breakfast

November 5

7:30AM - 9:00AM

Attendee Meals

Fuel up for the day: Grab a nourishing breakfast and connect with Smartsheet experts before the keynote. Get ready for a full day of learning!

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Experience Hub

November 5

7:30AM - 9:00AM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.

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Coffee Connect

November 5

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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Smartsheet Industry Analyst Lounge

November 5

8:00AM - 6:00PM

Analyst

A dedicated quiet space where analyst can take calls, etc.

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Premium Support Live

November 5

8:00AM - 5:00PM

Support

Come get to know the team, including our new P&P leader Lisa. Learn about our principles and philosophies. Details for signing up for a time slot coming soon.

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Pricing Team Meet & Greet

November 5

8:00AM - 5:00PM

Support

Smartsheet’s Global Partner Summit brings together partners and Smartsheet leaders for a focused day of insights, enablement, and connection at ENGAGE. Through executive perspectives, market and AI trends, practical working sessions, and real-world partner success stories, attendees will see where Smartsheet is headed, gain the tools to move with confidence, and discover new ways to grow their business and deliver greater customer impact.

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Smartsheet Industry Analyst Workroom

November 5

8:00AM - 6:00PM

Analyst

The Smartsheet TAM Summit and Luncheon is a celebratory event honoring our valued TAM customers. Attendees will hear directly from Smartsheet product leadership, be recognized for their continued partnership, connect with peers, and gain exclusive insights into the future of Smartsheet and TAM services.

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Coffee Connect

November 5

10:00AM - 7:00PM

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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Level up your sheets with helper column formulas

November 5

10:20AM - 11:20AM

Breakout Session

Transform your sheets from good to great with indispensable helper column formulas. This session reveals how to implement "set-and-forget" solutions for automating conditional formatting based on hierarchy, designing customized auto-numbers, crafting relative-position column formulas, and enhancing your automation workflows for unparalleled efficiency. These formulas will be your secret sauce for building robust, low-maintenance sheets that improve your Smartsheet experience.

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User Level

Advanced

Speaker

Courtney Lake

Why AI Time Savings Vanish - and Four Conditions That Fix It

November 5

10:20AM - 11:20AM

Breakout Session

Most organizations capture individual AI time savings that never compound at the team level. Drawing from experience building an AI practice inside Smartsheet Professional Services, this session identifies four structural conditions — information availability, decision architecture, measurement, and authority — required for AI gains to scale. See how Smartsheet, through MCP integration, became the governed source of truth for priorities, decisions, and work — aggregating data from Slack, Google Workspace, and Zoom, turning individual productivity gains into team velocity.

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User Level

Intermediate

Speaker

CJ Tully, Consuelo Mercader

Scaling Smartsheet Across a Health System: The Memorial Health Story

November 5

10:20AM - 11:40AM

Breakout Session

Building a robust Smartsheet deployment at Memorial Health in Illinois required deliberate governance, architecture, and automation. Sam Mueller deployed Smartsheet across the business - PMO, Marketing, Finance, HR, Supply Chain - building dozens of Control Center blueprints, Dynamic Views, and Data Shuttle configurations. Smartsheet powers the DAISY and Sunflower Award program, where patient nominations funnel through committees and recognition scales across all sites. Discover the key lessons behind their enterprise success and what they are working on next.

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User Level

Advanced

Speaker

Adam Lang, Sam Mueller

Built to Transform: How Real Teams Reinvented the Way They Work

November 5

10:20AM - 11:20AM

Breakout Session

Pushing Beyond the Limits: How BDO Reengineers Tax and Assurance Setup

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User Level

Advanced

Speaker

Ann-Alicia Artis

From Tools to Intelligence: Designing Systems to Conquer Complexity

November 5

10:20AM - 11:20AM

Breakout Session

Dashboards at Scale: Three Patterns for Audience-Ready Views

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User Level

Advanced

Speaker

Diane Washer

The Connection Lab

November 5

10:20AM - 11:20AM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

View full session details

User Level

All Levels

Speaker

Presented by Smartsheet University

Experience Hub

November 5

11:20AM - 1:20PM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE. Here, over 15 booths offer unparalleled opportunities to share your insights, chat one-on-one with solutioning partners, and engage with the teams building the next generation of Smartsheet. It's the ultimate collaborative space to shape and understand your work future! Reminder: The Experience Hub is closed while keynotes and breakouts are in session.

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Attendee Lunch

November 5

11:20AM - 1:20PM

Attendee Meals

Savor a delicious lunch while engaging with Smartsheet experts and fellow enthusiasts. This is a prime opportunity to exchange ideas, share experiences, and build connections with others passionate about driving impactful change within the Smartsheet community. Take advantage of this informal setting to foster meaningful discussions and network with like-minded individuals.

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Meet & Eat: Manufacturing

November 5

11:30AM - 12:30PM

Networking

Join fellow Smartsheet Manufacturing customers at an informal "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 companies. Get fresh ideas and get inspired! Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Give Back at ENGAGE: Teddy Bear Assembly

November 5

11:30AM - 1:00PM

Networking

Need help getting out of a jam and getting your solution moving? Get a 25-minute virtual session booked with Premium Support!! Sign up in this room or at our table in the Expo. Come use one of our tables, or from the comfort of your hotel room, to have the session.

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Meet & Eat: Life Sciences

November 5

11:30AM - 12:30PM

Networking

Join fellow Smartsheet Life Sciences customers at an informal "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 companies. Get fresh ideas and get inspired! Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Government

November 5

11:30AM - 12:30PM

Networking

Join fellow Smartsheet Government professionals at an informal "Meet & Eat" networking lunch. This is a chance to connect with peers and share insights on:- Scaling Smartsheet across complex mission-driven environments - New approaches to solving challenges in high-stakes federal programs.Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Healthcare

November 5

11:30AM - 12:30PM

Networking

Join fellow Smartsheet Healthcare customers at an informal "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 companies. Build connections and get inspired! Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Professional Services

November 5

11:30AM - 12:30PM

Networking

Join fellow Smartsheet customers from the Professional Services industry at an informal "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 companies. Get fresh ideas and get inspired! Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Meet & Eat: Education

November 5

11:30AM - 12:30PM

Networking

Join fellow Smartsheet Education customers at an informal "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 companies. Get fresh ideas and get inspired!Add the Meet & Eat session to your schedule to confirm your spot. Please arrive within 10 minutes of the start time to ensure you get a seat. Walk-ins will be allowed in 10 minutes after start time if there is space.

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Give Back at ENGAGE: Teddy Bear Assembly

November 5

12:00PM - 1:00PM

Networking

Step away from the sessions and give back to the Seattle community. Join us for a hands-on teddy bear assembly activity where your efforts will directly benefit children in need through a local non-profit partner. All materials are provided—just bring your enthusiasm. Walk-ins welcome; capacity is limited to 75 attendees. Facilitated in partnership with Visit.org.

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Turn live data into board-ready reports with AI

November 5

1:20PM - 2:20PM

Breakout Session

PMOs and ops teams lose hours every week rebuilding the same status decks, ExCo briefings, and board updates by hand, even with live dashboards already in place. This session shows how AI can pull straight from that live data to generate polished, boardroom-ready reports in exactly the format each audience needs, in minutes. You'll watch a board deck and an executive briefing get built live, on stage, using natural-language prompts. Leave with the prompting principles to apply this to your own reporting challenges.

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User Level

Advanced

Speaker

Oliver Powell

Connect Your Work to Microsoft Copilot and More: A Deep Dive into MCP Connectors

November 5

1:20PM - 2:20PM

Breakout Session

Your teams already live in their AI tools — so bring Smartsheet to them. This hands-on deep dive covers the Smartsheet MCP connector for Microsoft Copilot. Ask about overdue tasks, risks, or workloads and get live answers straight from Smartsheet data. Update projects, reassign work, or generate reports, all without leaving Copilot. You'll see live demos of how it works and how to set it up for your team. We'll also talk through how to connect to Claude, ChatGPT, and Gemini — connecting your live work data to the AI tool of your choice.

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User Level

Intermediate

Speaker

Elizabeth Matson, Rob Walzer

Taking Automation workflows to the next level

November 5

1:20PM - 2:20PM

Breakout Session

Know the basics of automation, but want to dive deeper? This session covers advanced automated workflows to save time, drive collaboration, and enforce consistent processes. We'll dive into different trigger setups, how to use condition paths, and how to combine actions and workflows to create simple yet powerful automated processes.

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User Level

Advanced

Speaker

. Cicero

Built to Transform: How Real Teams Reinvented the Way They Work

November 5

1:20PM - 2:20PM

Breakout Session

DPR Construction: Optimizing Large-Scale Construction Operations with Smartsheet and AI

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User Level

Advanced

Speaker

Matthew Feagin, Joe McDonald

The Connection Lab

November 5

1:20PM - 2:20PM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

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User Level

All Levels

Speaker

Presented by Smartsheet University

Build It in an Afternoon: Real Skills to Stand Up a Solution

November 5

2:40PM - 3:40PM

Breakout Session

Do you think standing up a Smartsheet solution takes weeks and skills you don't have? It doesn't have to! This session takes you inside a fully built, working solution and pulls back the curtain on exactly how it comes together. You will learn the specific, repeatable skills, concepts, and best practices that make standing up solutions fast, easy to maintain, and simple to hand off to the next team. Whether you are refining an existing solution or leveling up how you build the next one, this session is designed to leave you with real techniques you can put to work immediately.

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Omnicom: Integrating AI as your Copilot in project management work

November 5

2:40PM - 3:40PM

Breakout Session

Modern enterprise project management faces a critical scaling trap: as work complexity and market reach grow, manual processes for data capture, RAID tracking, and status reporting quickly exceed the capacity of even the most skilled teams. This session explores how Omnicom bridges this gap by integrating frontier AI models with Smartsheet via the Model Context Protocol (MCP). Attendees will see a practical way to incorporate Generative AI into their most complex workstreams to streamline the flow of information in and out while maintaining a strong 'human in the loop' decision making cycle.

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User Level

Advanced

Speaker

Jamie Nolan

Security, Value, Adoption: Three Conversations to Get AI Right

November 5

2:40PM - 3:40PM

Breakout Session

Every organization faces the same tension: business teams want to move fast on AI, while IT needs security, governance, and proof of ROI first, often resulting in stalemate or shadow AI. Using Smartsheet MCP as the foundation, we cover the three conversations that matter most: security (how MCP preserves existing permissions), value (productivity gains from AI reading, writing, and reasoning across your data), and adoption (ready-made prompts that make AI an everyday habit). Attendees leave with a repeatable framework and conversation kit of prompts, proof points, and architecture references.

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User Level

Advanced

Speaker

Vasil Kosturski, Galina Jordanowa

Automations, Integrations, and Agents: Building Workflows That Think

November 5

2:40PM - 3:40PM

Breakout Session

Automation is evolving from rigid, rule-based flows into intelligent, agentic workflows that connect your whole stack — with no technical expertise needed. You'll learn how Smart Automations let you build workflows in plain language with AI actions at any step, how Smart Integrations turn the tools you already use into a unified workflow engine, and how AI agents are evolving alongside both — from on-demand skills, to scheduled work, to operating continuously. Leave ready to design workflows that scale your team's capacity.

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User Level

Intermediate

Speaker

Payal Sadhwani, Diana Yeh

From Adoption to Infrastructure at Carl Zeiss AG: Building an Enterprise Governance Framework

November 5

2:40PM - 3:40PM

Breakout Session

Smartsheet has been adopted. So, what next? True success is when a tool disappears into how your organization actually operates. In this session, we explore how Christoph Hoffmann and the team at Zeiss developed a governance framework that placed Smartsheet at the heart of their business infrastructure. From a Project Management Handbook built around Smartsheet to real-time project dashboards replacing PowerPoint packs (and meetings) Christoph shares practical examples that can serve as a replicable model of success for your organizations.

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User Level

Advanced

Speaker

Jack Featherstone, Christopher Jordan

The Connection Lab

November 5

2:40PM - 3:40PM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

View full session details

User Level

All Levels

Speaker

Presented by Smartsheet University

From API Confidence to AI Readiness

November 5

4:00PM - 5:00PM

Breakout Session

Many IT teams trust the Smartsheet API but are wary of "AI." Here's the secret: MCP is the API. Every MCP tool call runs through the same permissions and infrastructure your IT team already approved. This session goes deep on what the API actually does today, like standardized project structures, bulk operations, and webhook-triggered automations, and shows how that same foundation, plus growing audit visibility, powers MCP tomorrow. Attendees leave understanding that adopting the API now means AI readiness later.

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User Level

Intermediate

Speaker

Vasil Kosturski, Galina Jordanowa

From Hype to Real Workflows: AI as a PMO Teammate

November 5

4:00PM - 5:00PM

Breakout Session

Everyone's talking about AI. Fewer people are showing what it looks like when it's doing real work. This session follows a PMO lead through a single workday, moving from scattered morning inputs to a clear plan of action, with AI as a genuine working teammate. You'll see a live portfolio briefing, a resource analysis that surfaces capacity risks before they become problems, and an intake agent that turns a conversation into a structured project request. No AI background required.

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User Level

Intermediate

Speaker

Flora Ellis, Amy Yarrington

From Tracking to Transformation: The Engine of Scalable PMO

November 5

4:00PM - 5:00PM

Breakout Session

Savills runs a 7-year client programme with 37 live projects, each built by hand and maintained by one person, with growth toward 100+ projects. Manual work can't scale. Programme Director Victoria ter Kuile shares how she rebuilt Savills' PMO using Control Center, Blueprints, Global Updates, and Dynamic View. See how one governed blueprint spins up projects automatically, pushes portfolio-wide changes in minutes, and cuts single-person risk, turning the PMO from status chaser into strategic delivery enabler.

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Speaker

Victoria ter Kuile

Dashboards That Persuade Through Design

November 5

4:00PM - 5:00PM

Breakout Session

You have the data. The real test is whether it moves anyone to act. This session is for experienced Smartsheet users ready to make their dashboards decisive, not just informative. We'll get into the design decisions that drive decisions: what to put first, what to cut, how layout and color guide the eye, and how to tell a story with data that lands whether you're in front of the C-suite or a frontline team. Leave able to build a dashboard that doesn't just get looked at, it gets acted on.

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User Level

Intermediate

Speaker

Steve Sachs

The Gantt View You Know, Rebuilt for Scale

November 5

4:00PM - 5:00PM

Breakout Session

Your projects kept getting bigger. Gantt view caught up. In this demo-driven session, see what's changed: 50,000-line schedules, autosave and live updates, faster predecessor editing, and a redesigned baseline and variance experience—rebuilt for speed and scale. Then look ahead at what this foundation enables: improved critical path calculation, cross-sheet dependency linking, multiple baselines and comparisons, and program-level tracking. Plus Smart Assist AI to execute it all faster. Come ready to take notes. Leave ready to run your largest projects.

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User Level

Intermediate

Speaker

Olen Ronning

How Smartsheet manages ENGAGE

November 5

4:00PM - 5:00PM

Breakout Session

Ever wondered how Smartsheet uses Smartsheet to plan ENGAGE?Tracking attendee numbers and demographics across 64 sessions is complex and slow. See how our team runs it all with Board View, Data Shuttle, and the MCP Server, while keeping senior leaders updated on conference progress. What used to eat hours now takes minutes each week. Join us to see how the process works today, and how AI is reshaping it.

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User Level

Advanced

Speaker

. Cicero

Siemens Smart Infrastructure: Unifying Project Delivery

November 5

4:00PM - 5:00PM

Breakout Session

Siemens Smart Infrastructure Electrical Products PMO (EP PMO) transformed project delivery, starting with Construction and expanding across five verticals: construction, industrial, government, general contracting, and data centre/hyperscale. With project volume surging from high-volume data centre builds, the team replaced fragmented SAP, Snowflake, email, and manual tracking with a governed Control Center: automated project intake and provisioning, real-time dashboards, and a single source of truth for 250+ users, from PMs to executives.

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User Level

Advanced

Speaker

Joshua Rodd

The Connection Lab

November 5

4:00PM - 5:00PM

Breakout Session

Learn by doing and race against the clock to turn chaos into connected workflows. In this interactive simulation, you’ll complete real challenges and watch connections unfold in real time. Come to the session with any level of Smartsheet experience and leave understanding how you can connect your work, your teams, and your entire organization with Smartsheet. This session has a maximum capacity of 60 attendees. Entry is first come first serve but it runs in every time slot.

View full session details

User Level

All Levels

Speaker

Presented by Smartsheet University

Attendee Party

November 5

5:00PM - 8:00PM

Attendee Party

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