• Experiences to inspire, inform, and connect
    — November 1, 2022 —
    Washington DC — March 2023

     | 

    Chicago — May 2023

     | 

    London — June 2023

Intapp is excited to announce our 2022 City Tour, a brand-new series of in-person experiences designed to inspire, inform, and connect you with Intapp and DealCloud experts and peers. Together, we’ll explore the power and potential of your technology, with tailored events for partners, associates, C-suite leadership, and IT professionals. You won’t want to miss it.

Time & date

Nov. 1, 2022 | 8 a.m.–6 p.m. EDT

Location

Conrad New York Downtown
102 North End Avenue
New York, NY 10282

About City Tour

Every stop on this year’s City Tour will include creative networking opportunities designed to help you connect with your peers and Intapp and DealCloud experts to gather and share new ideas. During expert-led sessions, we’ll share new ways to use Intapp and DealCloud solutions to your greatest advantage.

New York City event highlights include

  • Executive AMA (ask me anything) sessions
  • Client and partner panels (see complete list of partners here)
  • Breakout sessions
  • Keynotes and presentations from industry leaders and experts, including:
    • Thad Jampol, Chief Product Officer and Co-Founder of Intapp
    • Jamie Fowler, Chief Transformation Officer at Grant Thornton
    • Luke Flemmer, Managing Director at Goldman Sachs
    • Fari Breguet, General Manager at Microsoft United States Industry

City Tour in New York host

Lavinia Calvert

General Manager, Marketing and Business Development Solutions

Lavinia leads the marketing and business development solutions business at Intapp, focusing on serving the technology and information needs of professionals in the legal, accounting, and consulting sectors. Calvert brings a deep and diverse base of international business experience spanning the fintech, media, and legal sectors. She has held a number of executive leadership roles in the U.S., Japan, Australia, and New Zealand, including Chief Marketing Officer at OnePlace prior to its acquisition by Intapp in May 2019, Chief Marketing Officer at IP law firm AJ Park, and Vice President Asia Pacific and Executive Vice President Strategy and Marketing at Reuters Media. Calvert has a bachelor’s degree in Business and post-graduate honors in Marketing from Massey University.

Agenda

November 1, 2022


8:00 am – 9:00 am

Registration, breakfast, and networking

9:00 am – 9:30 am

Keynote

Fireside Chat With Goldman Sachs

As current head of digital strategy for Alternative Investments in the Asset Management Division at Goldman Sachs, Luke Flemmer has deep experience scaling technology platforms for global firms. Hear how he’s helped firms implement design thinking and agile product practices at scale, learn tips for how to implement and maintain a healthy digital transformation program with high engagement, and get advice on how to overcome challenges early on.

9:30 am – 10:30 am

The Future of Connected Innovation

With digital adoption at the forefront of major shifts in the workplace, creating a connected environment is critical to the success of today’s firms. Client demands require immediate, consistent solutions, along with innovative technology that can enable superior service. Learn how the Intapp industry cloud is helping firms move quickly toward a connected, cohesive future. We’ll explore new technologies that are already fundamentally changing how firms can exceed their clients’ expectations.

10:30 am – 11:00 am

Morning break — Connect with peers and meet our partners

11:00 am – 11:40 am

Curiosity: Finding Innovative Approaches to Operational and Digital Transformation

In order to thrive, the best firms across the business ecosystem navigate complex webs of relationships and opportunities. It’s their senior information, technology, and operations leaders who make sense of these relationships and transform the underlying data into actionable institutional knowledge. In this discussion, you’ll hear how visionaries in the consulting, legal, investment banking, and investing industries have overcome challenges and inspired change within their organizations.

11:40 am – 12:20 pm

Rising Stars: Perspectives on Success From Leaders Under 40

While firms typically have clear strategic directives that are informed by senior teams, operational success depends on how well firm professionals understand and execute on those directives. Technology can be a powerful force in driving firmwide consensus. During this session, a panel of our clients’ rising leaders from across the dealmaking ecosystem will share how they’re leveraging data, technology, and best practices to drive success for their firms.

12:30 pm – 1:30 pm

Lunch

1:30 pm – 2:20 pm

Track 1

Compliance and Innovation in Time and Billing

Join us for an overview of Intapp Time and Intapp Billstream to learn how these cloud-based solutions can help your firm integrate compliance across time entry and pre-billing to accelerate the work-to-collect cycle and improve both realizations and the lawyer and client experiences. The session will include: ​

  • A review of the combined capabilities  of Intapp Time and Intapp Billstream ​
  • A discussion about the power of the cloud to improve experience and outcomes
  • A conversation with an Intapp client on the journey to compliant time and billing
Track 2

DealCloud Roadmap Review

Join us for a review of the latest releases, capabilities, and adoption. We’ll cover major roadmap themes and features for the coming year, and we’ll discuss the future of DealCloud as a platform to serve additional industry use cases.​ This session will cover: ​

  • Key product capabilities added in the past year​
  • Highlights of relationship intelligence and zero data entry features ​
  • DealCloud’s product roadmap — along with how to engage to contribute ideas

2:30 pm – 3:20 pm

Track 1

The Connected Firm: A Process for Building Your Technology Strategy

Connected firms are better positioned to meet rapidly changing client, investor, and regulatory requirements and operate more competitively. Through 20 years of supporting our clients, we have identified a model for evaluating core processes and building a technology strategy to thoughtfully prioritize and deliver on critical improvements. In this session, you’ll learn about the connected firm model and hear how our product vision across Intapp solutions delivers the capabilities needed for firms to excel. The session will include: ​

  • A review of the connected vision for Intapp solutions, with a focus on integration and cloud migration
  • A client interview exploring the connected firm journey and lessons learned, including:
    • Business drivers to take a connected firm approach ​
    • Assessing priorities and maturity of firm business capability
    • Value realized, including examples of translating business priorities into tech strategy
    • Trends across client firms, networks, industries, and competitors
Track 2

How to Take Advantage of Microsoft 365 and Improve Collaboration

Microsoft 365 apps like Microsoft Teams have become central to collaboration and document management at professional and financial services firms. In this session, we’ll discuss how firms are improving adoption and extending the value of their Microsoft 365 investments. ​The session will include: ​

  • A discussion on enabling user adoption and improving collaboration by optimizing Microsoft Teams for unique service delivery models and workflows ​
  • An introduction to Client Collaboration — a new way to extend Intapp’s purpose-built capabilities for Microsoft SharePoint to your clients and third-party partners ​
  • An overview of the OnePlace Collaboration & Content roadmap, including integration with the DealCloud platform

3:20 pm – 3:40 pm

Afternoon break — Connect with peers and meet our partners

3:40 pm – 4:30 pm

Track 1

Managing Transactional Risks in Professional and Financial Services

All professional and financial services firms need comprehensive processes in place to mitigate the transactional risks found throughout matter, engagement, and deal lifecycles. In this session, we’ll share best practices for navigating these evolving risk landscapes, and we’ll explore how cloud-based technology can support more agile, efficient business evaluation, onboarding, and monitoring in firm risk management programs. ​The session will include: ​

  • An overview of how sanctions, recent regulatory shifts, and other considerations are changing the transactional risk landscape ​
  • Recommendations for managing these considerations across the matter, engagement, and deal lifecycles ​
  • A cross-industry panel discussion on considerations and lessons learned
Track 2

Building Your Firm’s Relationship Intelligence — the Lifeblood of Your Front Office

Investors and advisors of all types can leverage their closely held and hard-fought relationships as the lifeblood of their firm’s growth. For almost 20 years, we’ve gleaned best practices from large and small firms that — coupled with new relationship intelligence capabilities in our platform — can help your firm uncover opportunities, maintain critical touch points, and win more.​ In this session, we’ll discuss: ​

  • Common front office challenges​
  • The benefits of data automation ​
  • Understanding relationship intelligence ​
  • Use case highlights

4:30 pm – 6:00 pm

Networking reception — Join us for drinks and light hors d’oeuvres

Sponsors

Gold


Silver


Bronze


Strategic Alliances