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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 Evolve and Astria

  • 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 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.

 

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.

12:00PM - 1:30PM
Location: Melpomene Pre Function Space – 2nd Floor
REGISTRATION 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 Floor
1:1 MEETINGS

Schedule time with one of our onsite Wellspring experts.

1:30PM - 3:30PM
Location: Melpomene - 2nd Floor
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

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 Floor
Breakfast
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 Floor
REGISTRATION 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 Floor
WELCOME SPEECH AND INTRODUCTION
Rachel Montgomery
Chief Customer Officer, Wellspring
8:30AM - 9:15AM
Location: Melpomene - 2nd Floor
WHAT'S NEXT: THE FUTURE OF WELLSPRING SOLUTIONS

Scot Delancey
CPO, Wellspring

John Mooney
Director of Product Management, Wellspring

9:15AM - 10:15AM

Location: Algers A – 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: Algers A – 2nd Floor
MANAGING IP RENEWALS: WORKFLOWS AND BEST PRACTICES

Ronnie Georghiou
Executive Director, IP Renewals Services, Wellspring

11:15AM - 12:00PM
Location: Algers A – 2nd Floor
ROUNDTABLE: MANAGING INVENTIONS AND IP ON A BUDGET
Introduction: Ronnie Georghiou
Executive Director, IP Renewals Services, Wellspring
12:00PM - 1:00PM
Location:  Treme - 2nd Floor
LUNCH
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 Floor
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
Location: Algers A – 2nd Floor
REPORTING 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 Floor
BREAK

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

2:45PM - 3:15PM
Location: Melpomene - 2nd Floor
OFFICE AS A SERVICE: HOW CAN IT HELP?

Selene Malek
Director, Office as a Service (OaaS), 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 Floor
THANK YOU & WRAP UP
Rachel Montgomery
Chief Customer Officer, Wellspring
7:00AM - 8:00AM
Location: Treme - 2nd Floor
BREAKFAST
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 Floor
REGISTRATION 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 Floor
WELCOME SPEECH AND INTRODUCTION
Rachel Montgomery
Chief Customer Officer, Wellspring
8:30AM - 9:15AM
Location: Melpomene - 2nd Floor
 
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 Floor
Break

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

10:30AM - 11:15AM
Location: Melpomene– 2nd Floor
MONEY MATTERS: MASTERING FINANCIALS

Carla Garic
Vice President, Customer Success, Wellspring

Jamie Mooney
Customer Success Manager, Wellspring

11:15AM - 12:00PM
Location: Melpomene– 2nd Floor
ROUNDTABLE: AGREEMENT COMPLIANCE
Introduction: Selene Malek
Director, Office as a Service (OaaS), Wellspring
12:00PM - 1:00PM
Location: Treme - 2nd Floor
LUNCH
Lunch will be provided and served in the main presentation room to allow for a seamless transition between sessions.
1:00PM - 1:45PM
Location: Melpomene - 2nd Floor
THE 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: Melpomene– 2nd Floor
ROLLING 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 Floor
BREAK

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

2:45PM - 3:15PM
Location: Algers A – 2nd Floor
USING 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 Floor
THANK YOU & WRAP UP
Rachel Montgomery
Chief Customer Officer, Wellspring
8:00AM - 12:00PM
Location: Bywater - 2nd Floor
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

444 St Charles Ave, New Orleans, LA 70130

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 have now reached capacity. 

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.