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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:

  • Roundtables and deep-dive sessions on Sophia, Astria, and Evolve

  • Peer-led discussions and client spotlights

  • Practical sessions to help you get even more from your systems

  • Dedicated 1:1 time with Wellspring product experts and the Office as a Service team

  • A 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.

 

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 Sophia, 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 - 4:00PM

1:1 MEETINGS

Schedule time with one of our onsite Wellspring experts.

1:30PM - 3:30PM

Main Room

EVOLVE 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

LOCATION TBA

COCKTAIL HOUR

Join us for cocktails and conversation with your peers and the Wellspring team before dinner kicks off.

6:30PM

LOCATION TBA

EVENING EVENT

A casual evening dinner to show our appreciation for your participation.

8:00AM - 8:30AM

Main Room

WELCOME SPEECH AND INTRODUCTION

Sean Downs
CEO, Wellspring

8:30AM - 9:15AM

Main Room

WHAT'S NEXT: THE FUTURE OF WELLSPRING SOLUTIONS

Scot Delancey
CPO, Wellspring

9:15AM - 10:15AM

Main Room

MANAGING IP: EVOLVE & SOPHIA

Carla Garic
Vice President, Customer Success – Wellspring

Kaylah Linder
Customer Success Account Associate – Wellspring

10:15AM - 10:30AM

Break

BREAK

Take a few moments to refresh, check messages, or step away as needed.

10:30AM - 11:15AM

Main Room

MANAGING IP RENEWALS: WORKFLOWS AND BEST PRACTICES

Ronnie Georghiou
Executive Director, IP Renewals Services – Wellspring

11:15AM - 12:00PM

Main Room

ROUNDTABLE: MANAGING INVENTIONS AND IP ON A BUDGET

12:00PM - 1:00PM

Main Room

LUNCH

Lunch will be provided and served in the main presentation room to allow for a seamless transition between sessions.

1:00PM - 1:45PM

Main Room

THE 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

Main Room

REPORTING LIKE A PRO

Malcolm McCarry
Customer Success Manager – Wellspring

Jamie Mooney
Customer Success Manager – Wellspring

2:30PM - 2:45PM

Break

BREAK

Take a few moments to refresh, check messages, or step away as needed.

2:45PM - 3:15PM

Main Room

OFFICE AS A SERVICE: HOW CAN IT HELP?

Elaine Eggington
Executive Director, Consulting – Wellspring

Selene Malek
Customer Success Manager, OaaS & Training – Wellspring

3:15PM - 4:15PM

Main Room

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

Main Room

THANK YOU & WRAP UP

9:15AM - 10:15AM

MANAGING AGREEMENTS: EVOLVE & SOPHIA

Malcolm McCarry
Customer Success Manager – Wellspring

Jamie Mooney
Customer Success Manager – Wellspring

10:15AM - 10:30AM

Break

Break

Take a few moments to refresh, check messages, or step away as needed.

10:30AM - 11:15AM

MONEY MATTERS: MASTERING FINANCIALS

Carla Garic
Vice President, Customer Success – Wellspring

Kaylah Linder
Customer Success Account Associate – Wellspring

11:15AM - 12:00PM

ROUNDTABLE: AGREEMENT COMPLIANCE

12:00PM - 1:00PM

Main Room

LUNCH

Lunch will be provided and served in the main presentation room to allow for a seamless transition between sessions.

1:00PM - 1:45PM

Main Room

THE 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

ROLLING OUT YOUR ONLINE DISCLOSURE PORTAL

Dan Conlisk
Customer Success Manager– Wellspring

Tara Milne
Customer Success Account Associate – Wellspring

2:30PM - 2:45PM

BREAK

Take a few moments to refresh, check messages, or step away as needed.

2:45PM - 3:15PM

USING SCOUT TO AMP UP YOUR TTO GAME

Malcolm McCarry
Customer Success Manager– Wellspring

Mike Cabrera
Senior Customer Success Associate – Wellspring

3:15PM - 4:15PM

Main Room

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

Main Room

THANK YOU & WRAP UP

8:00AM - 12:00PM

Additional 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

Hotel booking link: https://book.passkey.com/event/51066842/owner/110/landing 

444 St Charles Ave, New Orleans, LA 70130
marketing@wellspring.com

Frequently Asked Questions

Is there a fee to attend?

No, the event is complimentary for all Wellspring clients. 
Is there a hotel room block provided?

Yes, please note that rooms at the InterContinental are available on a first-come, first-served basis. We recommend reserving your room as soon as possible: https://book.passkey.com/event/51066842/owner/110/landing 
Who is the event intended for? The event is best suited for Sophia, Astria, and Evolve users. Anyone managing IP portfolios, renewals, or tech transfer workflows will benefit from each day’s content. 
Do I need to attend all days of the event?

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. 
Will there be session recordings available?

This event will be fully in-person and will not be recorded. However, presentation slides and discussion materials will be shared afterward.
What happens after I register?

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.
I requested a 1:1 meeting, what should I expect next?

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.