North America IP User Group & Showcase Event
October 29 - 31
New Orleans, Louisiana
Event Overview
Join us in New Orleans from October 29 to 31, 2025, at the InterContinental Hotel for the North America User Group Conference.
We’re bringing together our client community for two full days of learning, conversations, and meaningful connections. October 31 will be reserved exclusively for additional 1:1 meetings with the Wellspring team.
Here’s what’s planned:
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Roundtables and deep-dive sessions on Evolve and Astria
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Peer-led discussions and client spotlights
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Practical sessions to help you get even more from your systems
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Dedicated 1:1 time with Wellspring product experts and the Office as a Service team
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A complimentary welcome dinner and networking event on October 29 at 5:30 PM
The conference is free to attend. We know budgets are often stretched, and we want to make it as easy as possible for everyone to join.
Reserve your spot and spend a few days connecting, sharing, and exploring what’s next in tech transfer and IP management.
Our Speakers At The Event
We’re grateful to the colleagues who have generously offered their time to share their expertise and perspectives at this year’s North America User Group. Their insights will help spark valuable conversations and practical takeaways for everyone attending.
Event Schedule
The North America User Group features a full lineup of platform-specific sessions, expert discussions, and dedicated time for peer connections. Attendees will explore product updates for Evolve and Astria while learning practical ways to improve workflows and data quality. The agenda also includes opportunities for one-on-one conversations with Wellspring experts.
- Wednesday, October 29th
- Thursday, October 30th - Breakout #1
- Thursday, October 30th - Breakout #2
- Friday, October 31st
12:00PM - 1:30PM
Location: Melpomene Pre Function Space – 2nd FloorREGISTRATION OPEN
Collect your name badge and lanyard at the registration desk in the Melpomene Pre Function Space prior to the first session.
12:00PM - 4:00PM
Location: Frenchman I & II - 2nd Floor1:1 MEETINGS
Schedule time with one of our onsite Wellspring experts.
1:30PM - 3:30PM
Location: Melpomene - 2nd FloorEVOLVE WORKSHOP: EVOLVE ADMIN MASTERY
Learn how to enhance and empower your system usage with Evolve. Wellspring's Carla Garic & John Mooney will go over many admin functions like reports, flows (automations), etc.5:30PM - 6:30PM
Tableau Restaurant
Location: 616 St Peter, New Orleans, LA 70116
EVENING EVENT
Please meet us in the hotel lobby at 5:15 PM to walk together to the restaurant for complimentary cocktails and conversation with your peers and the Wellspring team before dinner begins.
We’ll also be celebrating a few of our dedicated clients with awards at 6:30 PM.
7:00PM
Tableau Restaurant
Location: 616 St Peter, New Orleans, LA 70116
DINNER
Enjoy a laid-back evening with great food and company. Dinner is complimentary for all User Group attendees and will be served at 7:00 PM.
7:00AM - 8:00AM
Location: Treme - 2nd FloorBreakfast
A complimentary assortment of breakfast items and refreshments will be readily available to you before the welcome speech and introductions.7:00AM - 8:00AM
Location: Melpomene Pre Function Space – 2nd FloorREGISTRATION OPEN
Collect your name badge and lanyard at the registration desk in the Melpomene Pre Function Space prior to the first session.8:00AM - 8:30AM
Location: Melpomene - 2nd FloorWELCOME SPEECH AND INTRODUCTION
Rachel MontgomeryChief Customer Officer, Wellspring
8:30AM - 9:15AM
Location: Melpomene - 2nd FloorWHAT'S NEXT: THE FUTURE OF WELLSPRING SOLUTIONS
Scot Delancey
CPO, Wellspring
John Mooney
Director of Product Management, Wellspring
9:15AM - 10:15AM
Location: Frenchman I – 2nd Floor
MANAGING ASSETS AND IP IN EVOLVE
Carla Garic
Vice President, Customer Success, Wellspring
Kaylah Curtis
Customer Success Account Associate, Wellspring
10:15AM - 10:30AM
Location: Melpomene– 2nd Floor
BREAK
Take a few moments to refresh, check messages, or step away as needed.
10:30AM - 11:15AM
Location: Frenchman I – 2nd FloorMANAGING IP RENEWALS: WORKFLOWS AND BEST PRACTICES
Ronnie Georghiou
Executive Director, IP Renewals Services, Wellspring
11:15AM - 12:00PM
Location: Frenchman I – 2nd FloorROUNDTABLE: MANAGING INVENTIONS AND IP ON A BUDGET
Introduction: Ronnie GeorghiouExecutive Director, IP Renewals Services, Wellspring
12:00PM - 1:00PM
Location: Treme - 2nd FloorLUNCH
Lunch will be provided and served in the Treme room to allow for a seamless transition between sessions.1:00PM - 1:45PM
Location: Melpomene - 2nd FloorTHE PATHWAY TO EVOLVE: DATA MIGRATION & CLEANUP ESSENTIALS
Carla Garic
Vice President, Customer Success, Wellspring
Matt Hamilton
Senior Vice President, Operations, Wellspring
1:45PM - 2:30PM
Location: Frenchman I – 2nd FloorREPORTING LIKE A PRO IN EVOLVE
Malcolm McCarry
Customer Success Manager, Wellspring
Kaylah Curtis
Customer Success Account Associate, Wellspring
2:30PM - 2:45PM
Location: Melpomene– 2nd FloorBREAK
Take a few moments to refresh, check messages, or step away as needed.
2:45PM - 3:15PM
Location: Melpomene - 2nd FloorOFFICE AS A SERVICE: HOW CAN IT HELP?
Selene Malek
Director, Office as a Service (OaaS), Wellspring
3:15PM - 4:15PM
Location: Melpomene - 2nd FloorBE THE HERO: HOW TO DRIVE POSITIVE CHANGE IN YOUR OFFICE
Alice Li
Executive Director, Center for Technology Licensing - Cornell University
Darren Fast
Associate Vice-President – University of Alberta
Brian Suh
Senior Executive Director of Technology Partnerships – UCR
Richard Chylla, PhD, CLP, RTTP
Executive Director – UVA Licensing and Ventures Group
4:15PM - 4:30PM
Location: Melpomene - 2nd FloorTHANK YOU & WRAP UP
Rachel MontgomeryChief Customer Officer, Wellspring
7:00AM - 8:00AM
Location: Treme - 2nd FloorBREAKFAST
A complimentary assortment of breakfast items and refreshments will be readily available to you before the welcome speech and introductions.7:00AM - 8:00AM
Location: Melpomene Pre Function Space – 2nd FloorREGISTRATION OPEN
Collect your name badge and lanyard at the registration desk in the Melpomene Pre Function Space prior to the first session8:00AM - 8:30AM
Location: Melpomene - 2nd FloorWELCOME SPEECH AND INTRODUCTION
Rachel MontgomeryChief Customer Officer, Wellspring
8:30AM - 9:15AM
WHAT'S NEXT: THE FUTURE OF WELLSPRING SOLUTIONS
Scot Delancey
CPO, Wellspring
John Mooney
Director of Product Management, Wellspring
9:15AM - 10:15AM
Location: Melpomene– 2nd Floor
MANAGING AGREEMENTS IN EVOLVE
Malcolm McCarry
Customer Success Manager, Wellspring
Jamie Mooney
Customer Success Manager, Wellspring
10:15AM - 10:30AM
Location: Melpomene– 2nd FloorBreak
Take a few moments to refresh, check messages, or step away as needed.
10:30AM - 11:15AM
Location: Melpomene– 2nd FloorMONEY MATTERS: MASTERING FINANCIALS
Carla Garic
Vice President, Customer Success, Wellspring
Jamie Mooney
Customer Success Manager, Wellspring
11:15AM - 12:00PM
Location: Melpomene– 2nd FloorROUNDTABLE: AGREEMENT COMPLIANCE
Introduction: Selene MalekDirector, Office as a Service (OaaS), Wellspring
12:00PM - 1:00PM
Location: Treme - 2nd FloorLUNCH
1:00PM - 1:45PM
Location: Melpomene - 2nd FloorTHE PATH TO EVOLVE: DATA MIGRATION & CLEANUP ESSENTIALS
Carla Garic
Vice President, Customer Success, Wellspring
Matt Hamilton
Senior Vice President, Operations, Wellspring
1:45PM - 2:30PM
Location: Melpomene– 2nd FloorROLLING OUT YOUR ONLINE DISCLOSURE PORTAL
Dan Conlisk
Customer Success Manager, Wellspring
Tara Milne
Customer Success Account Associate, Wellspring
2:30PM - 2:45PM
Location: Melpomene– 2nd FloorBREAK
Take a few moments to refresh, check messages, or step away as needed.
2:45PM - 3:15PM
Location: Frenchman I - 2nd FloorUSING SCOUT TO AMP UP YOUR TTO GAME
Malcolm McCarry
Customer Success Manager, Wellspring
3:15PM - 4:15PM
Location: Melpomene - 2nd Floor
BE THE HERO: HOW TO DRIVE POSITIVE CHANGE IN YOUR OFFICE
Alice Li
Executive Director, Center for Technology Licensing – Cornell University
Darren Fast
Associate Vice-President – University of Alberta
Brian Suh
Senior Executive Director of Technology Partnerships – UCR
Richard Chylla, PhD, CLP, RTTP
Executive Director – UVA Licensing and Ventures Group
4:15PM - 4:30PM
Location: Melpomene - 2nd FloorTHANK YOU & WRAP UP
Rachel MontgomeryChief Customer Officer, Wellspring
8:00AM - 12:00PM
Location: Bywater - 2nd FloorAdditional 1:1 Meetings (if needed)
If you're unable to meet with our team on October 29th or 30th, we’ve set aside additional time on Friday for meetings before departure.Event Location
Intercontinental New Orleans by IHG
Frequently Asked Questions
No, the event is complimentary for all Wellspring clients.
Yes, please note that rooms at the InterContinental are available on a first-come, first-served basis. We have now reached capacity.
While you're welcome to attend what fits your schedule, we encourage attending both full learning days to make the most of the sessions and networking opportunities.
Please note: We will not be conducting any learning sessions or roundtables on October 31st. We have reserved the 31st for additional 1:1 meetings if needed.
This event will be fully in-person and will not be recorded. However, presentation slides and discussion materials will be shared afterward.
Once you register, your spot is confirmed. You’ll only receive event updates, agenda changes, and important reminders as we get closer to the event.
Our team will review all meeting requests and follow up with you prior to the event to confirm your meeting time and any additional details. If you have specific topics or questions you’d like to cover, feel free to share them with us in advance at marketing@wellspring.com.