Agenda

Explore 100+ learning sessions and keynotes, all built to sharpen your Smartsheet skills and give you space to connect with others.

Register now Explore full agenda

Already registered? Build your agenda in the attendee event app.

 

Agenda

Explore 100+ learning sessions and keynotes, all built to sharpen your Smartsheet skills and give you space to connect with others.

Register now Explore full agenda

Already registered? Build your agenda in the attendee event app.

Real teams. Real wins.

Faster projects, smarter teamwork, light bulb moment wins — and plenty of lessons from our customers you can try yourself. Get ready to explore transformative outcomes that set a new standard for intelligent work management.

Engage 2025 Phase 5 customer logos
Customer logos mobile

Where good ideas gain momentum

With tracks spanning foundational skills, enterprise systems, AI innovation, strategic impact, and real-world success stories, including those shaped by our partners, ENGAGE brings together the people and practices driving what’s next.

Intelligent work management fundamentals

This track is your launchpad. Whether you're new to Smartsheet or rolling it out to more teams, this track is all about setting you up for long-term success. You'll explore essential Smartsheet features and best practices to set a solid foundation — and walk away with the confidence and clarity to drive adoption.

Scale at any stage

Whether you work at a startup, a scale-up, or with complex enterprise systems, this track dives into how to scale your work in Smartsheet. Learn how to architect scalable solutions, connect your data, and integrate across your tech stack — all to support strategic alignment and drive efficiency across your organization.

Business insight & impact

In this track, you'll learn how to connect your team’s day-to-day efforts to measurable business results. From showcasing ROI to surfacing insights for leadership, these sessions focus on making the strategic value of your work visible and measurable, helping you make a stronger case for continued investment.

AI in action

Explore how AI is already transforming workflows in Smartsheet. This track offers practical guidance on using current AI capabilities in the platform, a sneak peek at what's coming next, and discussions around how AI will continue to impact collaborative work management.

Enterprise-grade security, governance & administration

Tailored for system and IT administrators, this track focuses on what it takes to manage Smartsheet at scale. You'll get tactical advice from product and security experts on data governance, compliance, user management, and API implementation so your teams can move fast and keep data safe.

Smartsheet solutions at work

Learn how leading organizations are using Smartsheet to create visibility, alignment, and agility across functions — from PMO and IT to customer delivery and operations. Explore stories from customers and get practical guidance from Smartsheet experts on driving organizational impact with AI-powered approaches for managing your most important work at scale.

Explore the agenda

Filter by track or date. Click on each session title to learn more. 

Selection Filters
session date time activity type

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

November 4

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.

View full session details

Coat and luggage check

November 4

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

View full session details

Smartsheet Builder Bootcamp

November 4

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

View full session details

Speaker

Michael Salas

Location

Ballroom 1 - Level 5

Beyond the Basics: A Smartsheet Workshop

November 4

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 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: Proficient in Smartsheet core capabilities

Early bird $525 • Standard $735

View full session details

Speaker

Alyson Engelbrecht

Project Management with Smartsheet

November 4

8:30AM - 4:30PM

Pre-Conference…

Intermediate level

Enhance your project management capabilities with the "Project Management with Smartsheet" course. This intermediate-level workshop is for Project Managers who want to utilize the full potential of Smartsheet. We'll explore advanced features and techniques for managing complex projects, including dependencies and project management formulas.

Prerequisites: Proficient in Smartsheet core capabilities

Early bird $525 •  Standard $735

View full session details

Speaker

Gary Muskin

Location

Ballroom 3 - Level 5

Introduction to Control Center

November 4

8:30AM - 4:30PM

Pre-Conference…

Introductory level

Explore the potential of Smartsheet Control Center (SCC) with the "Introduction Control Center" workshop. This introductory session will help you understand the capabilities of SCC and how it can help standardize project management, improve visibility, and increase efficiency across your organization.

Prerequisites: None

Early bird  $525 • Standard $735

View full session details

Speaker

Bridget Smith Marcarelli

Managing a Control Center Blueprint

November 4

8:30AM - 4:30PM

Pre-Conference…

Advanced level

This advanced session is designed for experienced users who want to master Smartsheet Control Center. You'll learn to effectively govern, maintain, and update Control Center blueprints, ensuring consistency and efficiency across your project portfolio.

Prerequisites: 

  • Access to Control Center
  • Proficient in Smartsheet core capabilities
  • Conceptual understanding of Control Center

Early bird $525 • Standard $735

View full session details

Speaker

Amanda Shackelford

Location

Signature Room - Level 5

Registration

November 4

9:00AM - 6:00PM

Registration

Pick up your ENGAGE 2025 conference passes or stop by to ask conference questions at the registration desk.

View full session details

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

November 4

12:00PM - 1:00PM

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.

View full session details

Coffee Connect

November 4

2:00PM - 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.

View full session details

Intelligent Work Experience Hub

November 4

2:00PM - 6:00PM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE, and immerse yourself in Intelligent Work Management. Here, over 30 specialized 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 are in session.

View full session details

Location

Experience Hub in the Flex Hall

Digitizing government forms and accelerating citizen services

November 4

3:20PM - 3:45PM

Smart Session

In a world of digital transformation, static forms and manual processes are a major roadblock to public trust and efficient service delivery. This session demonstrates how the Smartsheet platform empowers any organization tasked with building scalable, no-code solutions for mission-critical and public-facing workflows. You'll learn how to transform static PDFs into dynamic online forms, streamline operations, and accelerate the use of e-signatures to reduce manual effort and improve accessibility.

View full session details

Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Justin Whyte, Julia Litvak

Industry

Government

Location

Experience Hub - Smart Session Theater

Mobilizing at Scale: Smartsheet as the Command Center

November 4

3:25PM - 3:50PM

Lightning Talk

See how one organization transformed a massive workforce mobilization into a streamlined operation using Smartsheet as its command center. Learn how real-time dashboards, automated workflows, and centralized tracking turned complexity into clarity — enabling thousands of workers to be trained, credentialed, and deployed faster than ever before.

View full session details

Content Track

Smartsheet solutions at work

Location

Experience Hub - Lightning Talk Theater

Accountability Meets Innovation: Reimagining Grant Management with Smartsheet

November 4

3:50PM - 4:05PM

Lightning Talk

Discover how an innovative Smartsheet-based Grant Office workspace streamlined workflows, improved accuracy, and boosted accountability. This session shares practical strategies for reimagining grant management to drive efficiency, compliance, and stronger outcomes.

View full session details

Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Nikkole Wharton-Roberts

Industry

Education

Location

Experience Hub - Lightning Talk Theater

Unlocking retail profitability: How a unified platform drives operational excellence

November 4

3:55PM - 4:20PM

Smart Session

Navigating the complexities of modern retail — from hyper-personalization to omnichannel demands — requires a fundamental shift in how organizations operate. This session will explore the key trends and challenges shaping the industry, highlighting how the "tool sprawl" of fragmented, single-purpose applications is hindering agility and growth. We will then uncover the opportunity for a unified work management platform to serve as a central hub, connecting disparate teams, data, and processes. Through real-world examples, you'll learn how Smartsheet provides a single source of truth for managing everything from new store openings to supplier collaboration, enabling retailers to gain real-time visibility and strategic alignment. You'll learn how a flexible, scalable, and intelligent platform can help your team overcome operational hurdles and thrive in a competitive, fast-paced marketplace.

View full session details

Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Chris Nammour, Reagan Brell

Industry

All Industries, Retail

Location

Experience Hub - Smart Session Theater

Build to Last: Tools for Resilient Smartsheet Implementations

November 4

4:15PM - 4:30PM

Lightning Talk

Smartsheet empowers teams to design powerful solutions, but balancing creativity with standardization is a constant challenge. Too often, solutions reflect the builder’s style instead of the team’s needs, muting either the structure that enables scale or the creativity that drives adoption. In this session, we’ll share our journey implementing Smartsheet at scale and introduce tools we’re building to normalize designs, flag security and stability risks, and help teams harness Smartsheet with confidence.

View full session details

Content Track

Enterprise-grade security

User Level

Intermediate

Speaker

Will VanBuskirk, Alysha Shroff

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

Newbie orientation for first-time ENGAGE attendees sponsored by Prime Consulting Group

November 4

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, sponsored by Prime Consulting Group, is your launchpad. Join us in the Experience Hub Smart Session 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.

View full session details

Speaker

Mary Ashley Goding, Chika Monu, Cicero ., Shawn Cerretani, Tommy Maselli

Location

Experience Hub - Smart Session Theater

From Dashboards to the Field: manage outside sales and service teams with Smartsheet and Mapsly

November 4

4:40PM - 4:55PM

Lightning Talk

Years ago, Mapsly made it easy to add interactive maps to Smartsheet. Now imagine not only seeing your Smartsheet data on a map, but also using it to dramatically boost your field team’s productivity. In this session, you’ll discover how Mapsly turns data into visual, interactive, and actionable insights—and explore a new frontier: using Smartsheet + Mapsly to manage outside sales and service teams. Elevate your dashboards today while reimagining what’s possible tomorrow.

View full session details

Content Track

Scale at any stage

User Level

Introductory

Speaker

Sergey Shurygin

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

Networking Reception

November 4

5:00PM - 6:00PM

Reception

Kick off your conference experience in the vibrant Intelligent Work 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 2025 strategy. Come ready to talk, learn, and be inspired!

View full session details

Location

Experience Hub in the Flex Hall

Restoring operational control: Smarter staffing with Smartsheet

November 4

5:05PM - 5:30PM

Smart Session

Rising premium labor costs and persistent staffing gaps are straining workforce strategy and financial stability across healthcare systems. Without a unified view of staffing demand, utilization, and vendor performance, hospitals struggle to identify cost drivers, optimize coverage, and enforce consistency. This session introduces a Smartsheet-powered solution that centralizes labor insights, automates agency coordination, and strengthens governance. Join us to see how smarter staffing workflows reduce premium spend, accelerate coverage, and restore operational control.

View full session details

Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Shaayann Khalid

Industry

Healthcare

Location

Experience Hub - Smart Session Theater

Scaling Smartsheet in Education: The SD51 Playbook

November 4

5:05PM - 5:20PM

Lightning Talk

How do you build a legacy of efficiency that transforms an entire school district? In this fast-paced lightning talk, hear how Mesa County Valley School District 51 harnesses Smartsheet to streamline processes, break down silos, and unlock new levels of productivity. Guided by Deanna Vandermeer’s leadership, SD51 has scaled Smartsheet across departments to support operations, programs, and facilities alike. Attendees will see how one district created multiple solutions for efficiency in education—and how any organization can replicate that impact.

3 Key Takeaways:

  1. Getting Time Back for Educators: Embed Smartsheet across departments to streamline work and connect people.
  2. Enduring Leadership: Design processes that outlast roles and ensure continuity for the district.
  3. Solution Inspiration: Explore adaptable ideas districts and organizations can shape to their own needs.

View full session details

Content Track

Scale at any stage

User Level

Intermediate

Speaker

Deanna Vandermeer, Paul Newcome, Dustin Wise, Cassandra Geske-Ross

Industry

Education

Location

Experience Hub - Lightning Talk Theater

Unlocking Smartsheet Advanced Work Management Potential with Prime’s Trusted Support

November 4

5:30PM - 5:45PM

Lightning Talk

Transform your organization's project management with proven strategies and expert support that drive lasting results.

View full session details

Content Track

Project & Portfolio Management

User Level

Advanced

Speaker

Jenna Hayden, Rob Kightlinger

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

Enabling compassionate leadership through Resource Management

November 4

5:35PM - 6:00PM

Smart Session

In a world of constant change, effective leadership means balancing operational efficiency with team well-being. This session moves beyond traditional resource planning to show you how to use data to become a more compassionate and effective leader. You will discover how to make the business case for well-being by connecting it to measurable outcomes, balancing workload and capacity to prevent burnout, and empowering your people to feel supported — not just managed — leading to a more resilient and humane organization.

View full session details

Content Track

Business insight & impact

User Level

Introductory

Speaker

Rémy LaFargue

Industry

All Industries

Location

Experience Hub - Smart Session Theater

Intelligent Work Experience Hub

November 5

7:30AM - 9:00AM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE, and immerse yourself in Intelligent Work Management. Here, over 30 specialized 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 are in session.

View full session details

Location

Experience Hub in the Flex Hall

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.

View full session details

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 Intelligent Work Management learning!

View full session details

Location

Experience Hub in the Flex Hall

Coat and luggage check

November 5

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

Registration

November 5

7:30AM - 6:30PM

Registration

Pick up your ENGAGE 2025 conference passes or stop by to ask conference questions at the registration desk.

View full session details

Nestlé Purina: Our Marketing Solution's Journey

November 5

8:05AM - 8:20AM

Lightning Talk

Hear about Nestlé Purina's transition to and development of a Marketing Project Management Solution in Smartsheet, and how the solution's design flexibility has enabled the Nestlé Purina Team to make adjustments based on new organizational directives.

View full session details

Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Roberta Brunelli, Garrett Ross

Industry

Consumer Goods

Location

Experience Hub - Lightning Talk Theater

Capital projects and construction project management

November 5

8:15AM - 8:40AM

Smart Session

Discover how construction industry leaders can design a comprehensive system that answers critical questions about portfolio status, health, strategic alignment, resource allocation, and future outlook for construction and largescale land development. This discussion will highlight key components like project provisioning, financial system integration, and automated reporting that boost visibility, save time, and empower real-time decision making in capital projects.

View full session details

Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Tim Arland, Donncha O'Callaghan

Industry

All Industries, Architecture, Construction and Engineering

Location

Experience Hub - Smart Session Theater

Challenges to Solutions: A Smartsheet Story

November 5

8:25AM - 8:40AM

Lightning Talk

Join us at Smartsheet ENGAGE for an inspiring Lightning Talk with Donna Golaski, Director of Global PMO. Donna will share how her team reimagined project management with Smartsheet, overcoming challenges and unlocking new levels of collaboration, visibility, and efficiency. Discover practical strategies from their journey and see how Adapture, as a platinum Smartsheet implementation and reseller partner, helped guide their success. Don’t miss this chance to learn directly from a leader driving real transformation with Smartsheet.

View full session details

Content Track

Smartsheet solutions at work

Speaker

Donna Golaski, Steve Reed

Location

Experience Hub - Lightning Talk Theater

Opening Keynote: The Future of Intelligent Work is Here

November 5

9:00AM - 10:00AM

Keynote Session

The way we work is evolving, and the path forward promises better outcomes delivered more quickly. Smartsheet will detail how an intelligent work management platform — powered by AI — is central to any organization's long-term success. Learn how you can create and maintain an edge in today’s market through a partnership between people and AI to move further, faster, with confidence. We're not just solving today's problems; we're pioneering the future of intelligent work.

View full session details

Speaker

Rajeev Singh, Cat DeLeonardis, Pedro Cuberos, Pratima Arora, Cynthia Tee

Location

Exhibit Hall 1 - Exhibit Level

On with Kara Swisher

November 5

10:00AM - 11:00AM

Keynote Session

A live taping of On with Kara Swisher, where the award-winning journalist brings her signature style to a candid conversation about AI, leadership, and what’s coming next — alongside a special guest.

View full session details

Speaker

Kara Swisher, Nick Foster

Location

Exhibit Hall 1 - Exhibit Level

Outwit. Outplay. Out-Brand. Your DAM Survival Guide to Content Chaos

November 5

11:00AM - 11:50AM

Surviving asset sprawl requires a powerful, centralized digital asset management platform. Join Brandfolder product specialists for a partner-focused session where you’ll get a first-hand look at the tools used to centralize, manage, and accelerate the distribution of critical brand content.

View full session details

Location

446

Coffee Connect

November 5

11:00AM - 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

Intelligent Work Experience Hub

November 5

11:00AM - 6:30PM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE, and immerse yourself in Intelligent Work Management. Here, over 30 specialized 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 are in session.

View full session details

Location

Experience Hub in the Flex Hall

Getting started with your first solution

November 5

11:30AM - 12:30PM

Breakout Session

Just getting started? Learn how to plan your first project with confidence. This session will show you how to turn ideas into real solutions that support your goals and scale with your needs.

View full session details

Content Track

Intelligent work management fundamentals

User Level

Introductory

Speaker

Jason Tabaczynski, Vishal Vijayakumar

Industry

All Industries

Location

424

Intake to archive: The anatomy of a complete solution

November 5

11:30AM - 12:30PM

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.

View full session details

Content Track

Intelligent work management fundamentals

User Level

Intermediate

PMI Credits

1

Speaker

Cicero .

Industry

All Industries

Location

Ballroom 3 - Level 5

How to talk to your IT and security teams about Smartsheet

November 5

11:30AM - 12:30PM

Breakout Session

Smartsheet has a proven track record of viral end-user adoption, and as usage grows, IT and security teams may raise concerns around security, compliance, manageability, and scalability. In some cases, they may even pause expansion to evaluate the platform. This session will help non-technical users confidently present Smartsheet as a secure, scalable, enterprise-grade solution, and address any fears of “shadow IT” along the way.

View full session details

Content Track

Enterprise-grade security

User Level

Introductory

PMI Credits

1

Speaker

Daniel Medved, Colin Smith

Industry

Architecture, Healthcare, Consumer Goods, Education, Life Sciences, Retail, Construction and Engineering, Energy and Utilities, Financial Services, Nonprofit, Government, Live Entertainment, Media and Production, Professional Services, Technology, Telecommunications, Travel and Hospitality

Location

Signature Room - Level 5

Get started with smarter collaboration in Smartsheet

November 5

11:30AM - 12:30PM

Breakout Session

Collaboration is essential in today’s hybrid work environment. In this session, you’ll learn how to use built-in Smartsheet tools — like notifications, update requests, conversations, attachments, and integrations with Slack or Microsoft Teams — to communicate more effectively and keep work moving. We’ll cover simple best practices to help you and your team stay aligned, reduce email clutter, and collaborate with confidence.

View full session details

Content Track

Intelligent work management fundamentals

User Level

Introductory

PMI Credits

1

Speaker

Felix Li, Haley Patrone

Industry

All Industries

Location

Terrace Suite

Builder Test-Out Exam

November 5

11:30AM - 1:00PM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

View full session details

User Level

Intermediate

Industry

All IndustriesEducation

One standard across three continents: A continuous improvement solution for manufacturing

November 5

11:30AM - 12:30PM

Breakout Session

Global program management across continents often means silos, inefficiencies, and inconsistent execution. Learn how FEW Automotive Group tackled these challenges by standardizing processes across five plants, using benchmarking, templates, and direct task assignments. We will also show you how they built a Kaizen management system to streamline idea collection, workflows, and collaboration through Kanban boards and automation.

View full session details

Content Track

Smartsheet solutions at work

User Level

Introductory

Speaker

Konstantin Gross, Nico Röpnack, James Ashby

Industry

All Industries, Manufacturing

Location

420

Formula fundamentals: Building blocks for data analysis

November 5

11:30AM - 12:30PM

Breakout Session

Formulas have the power to take your Smartsheet solutions from good to great by saving you time and enabling you to make more informed decisions. Whether you're new to formulas or looking to build a stronger foundation, this session will give you the blueprints to formula success. Together, we’ll review some essential functions like COUNT, SUM, and IF, break down formula syntax for automating and analyzing data within a sheet and across sheets, troubleshoot common error messages, and explore the best practices for writing formulas on your own or with help from AI.

View full session details

Content Track

Intelligent work management fundamentals

User Level

Intermediate

PMI Credits

1

Speaker

BJ Lee

Industry

All Industries

Location

Ballroom 2 - Level 5

Dashboards that persuade through design

November 5

11:30AM - 12:30PM

Breakout Session

You have the data, but can you turn it into action? Dashboards are critical tools for managing processes, aligning teams, and influencing decisions. This session is for experienced Smartsheet users who want to elevate their dashboards from informative to influential. Learn advanced design techniques, layout strategies, and the psychology behind data storytelling. Discover how to build dashboards that resonate with any audience and drive meaningful action, whether you're presenting to the C-suite or frontline teams.

View full session details

Content Track

Business insight & impact

User Level

Advanced

PMI Credits

1

Speaker

Kendra Michaels, MSPM, PMP

Industry

All Industries

Location

Ballroom 1 - Level 5

Attendee Lunch

November 5

12:30PM - 2:00PM

Attendee Meals

Take a break from your day and dig into great food, lively conversation, and new connections. Enjoy lunch with Smartsheet experts and community members who share your passion for driving intelligent work forward.

View full session details

Location

Experience Hub in the Flex Hall & Level 5 - Ballroom 1

ROI in 30 Days: Fast-Track Smartsheet Wins for Any Team

November 5

12:35PM - 12:50PM

Lightning Talk

What if you could prove Smartsheet ROI in just 30 days? In this lightning talk, we’ll share the playbook for driving immediate, measurable wins from launching a live workflow in week one to showing executive dashboards by day 30. Attendees will leave with a high-energy framework to activate adoption, create quick wins, and gain momentum that sticks. Whether you’re starting small or scaling big, you’ll learn how to fast-track Smartsheet success.

View full session details

Content Track

Business insight & impact

User Level

Intermediate

Speaker

Michael Tirrell, Justin Orazio

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

If you build it (with Smartsheet), they will come

November 5

12:40PM - 1:05PM

Smart Session

Learn how retail leaders and real estate developers are boosting project management efficiency and getting their stores ready for opening day. With Smartsheet, you can accelerate your solution architecture maturity through intake, templatization, and portfolio reporting. With visibility into projects for different teams, companies can not only save time and streamline processes, they can align strategic goals and manage key initiatives at the enterprise level. Get a demo of Smartheet best practices for building and opening brick and mortar locations.

View full session details

Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Anthony Arrienda, Shane Farley

Industry

All Industries, Architecture, Retail, Construction and Engineering

Location

Experience Hub - Smart Session Theater

Meet & Eat: Smartsheet Certifications

November 5

12:45PM - 1:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Meet with a member of Smartsheet University and discuss ways that others have advanced their careers with Smartsheet, whether or not the new certifications are right for you and if so, the best way to earn them.

View full session details

Location

Level 5 - Foyer

Meet & Eat: Let's Talk Community

November 5

12:45PM - 1:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Peer-to-peer connection and support is crucial to Smartsheet success. Whether you're new or an expert, this is your real-world opportunity to learn about the Smartsheet Community platform (community.smartsheet.com) and hear how members are using it to build solutions and relationships.

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Location

Level 5 - Foyer

Meet & Eat: Mobilizer Program

November 5

12:45PM - 1:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Let's talk how to get your team to actually use Smartsheet. Open to current Mobilizers, and those looking to learn more about the Mobilizer Program. Come connect together, share tips, tricks and strategies.

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Location

Level 5 - Foyer

Meet & Eat: Meet an Overachiever

November 5

12:45PM - 1:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Overachievers are an elite group of customers that achieve the seemingly impossible and help others do the same. Share time with them in an intimate setting while you lunch!

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Location

Level 5 - Foyer

Meet & Eat: Military ERG - Veterans/Active Duty/Family Connect

November 5

12:45PM - 1:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Smartsheet's Military Employee Resource Group (ERG) is hosting the Meet & Eat networking opportunity for members and the wider military community attending the ENGAGE conference. The discussion is designed to foster connections, share experiences, and provide a valuable opportunity for military veterans, active-duty personnel, and their families to network with peers and Smartsheet's ERG leaders. Attendees can expect to enjoy a casual lunch while engaging in meaningful conversations about professional development, transitioning from military to civilian life, and leveraging their unique skills in the tech industry. It's an excellent chance to build relationships and strengthen the bonds within the military community

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Location

Level 5 - Foyer

Meet & Eat: Nonprofits

November 5

12:45PM - 1:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Opportunity for nonprofit customers to come together, share best practices and network in community

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Location

Level 5 - Foyer

Meet & Eat: First Time ENGAGE Attendees

November 5

12:45PM - 1:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

New to ENGAGE? Join fellow first-timers for a relaxed meal, and get helpful tips from Smartsheet employees as well as Smartsheet Overachievers. We’ll share advice on navigating the event and making the most of your experience — all over great food and conversation.

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Location

Level 5 - Foyer

Stop, Hammer Time: DigitalRadius' GC & Construction Management Toolkit

November 5

12:55PM - 1:10PM

Lightning Talk

Discover how DigitalRadius leverages Smartsheet to empower General Contractors with a comprehensive Construction Management Solution. Learn how we help companies minimize overruns, streamline bids, whip timelines into shape and bury paperwork for good. Revolutionize your workflows for smarter, faster project delivery. Join us to build better!

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Matt Johnson

Industry

Architecture, Construction and Engineering

Location

Experience Hub - Lightning Talk Theater

Efficient resource management for government and its partners

November 5

1:15PM - 1:40PM

Smart Session

Limited visibility into team capacity and skills can jeopardize mission-critical programs. Join us to learn how the Resource Management solution directly addresses this challenge. We'll show you how gaining full visibility into a team's availability enables any organization to plan smarter, optimize workloads, and forecast resourcing needs for complex, strategic projects. This session will provide the tools to justify staffing decisions with data and foster greater transparency and accountability.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Justin Whyte, Rémy LaFargue

Industry

Government

Location

Experience Hub - Smart Session Theater

Simplifying Smartsheet Integration: No Code, Big Impact

November 5

1:15PM - 1:30PM

Lightning Talk

Discover how Smartsheet users are building powerful integrated solutions with Unite, a no-code integration app from SoftwareX—a Smartsheet Aligned Platinum Partner. In this session, Product Manager Dan Morales will demonstrate how Unite makes it simple to connect Smartsheet with the rest of your tech stack—without writing code. You’ll see real-world solutions where customers are automating tracking, eliminating redundant data entry, and powering reporting through seamless system integration. Dan will also showcase the applications Unite supports today, giving you practical ideas to take back to your teams.

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Content Track

Scale at any stage

Speaker

Dan Morales

Location

Experience Hub - Lightning Talk Theater

Builder Test-Out Exam

November 5

1:30PM - 3:00PM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

View full session details

User Level

Intermediate

Industry

All Industries

Hot-Desking Lessons: Dashboard, Data, and Documentation to Help Manage Remote Workers

November 5

1:35PM - 1:50PM

Lightning Talk

Discover the key takeaways from building a comprehensive Smartsheet solution that manages hot-desking for a largely remote workforce across three physical locations. We will share how to use features like Data Shuttle and Forms logic to simplify inventory management for end-users. More importantly, we'll dive into the unforeseen challenges, like unexpected booking behavior and managing submissions without a selected desk, and show how we used Smartsheet Automations to solve them. You'll leave with actionable lessons on building iterative solutions and the critical importance of a robust documentation strategy for long-term solution health.

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Content Track

Smartsheet solutions at work

User Level

Advanced

Speaker

Matthew McAteer

Industry

Healthcare, Government, Professional Services

Location

Experience Hub - Lightning Talk Theater

The anatomy of a multi-line invoice: How Loews Hotels automates partner billing

November 5

2:00PM - 3:00PM

Breakout Session

Discover how Loews Hotels replaced their cumbersome, error-prone Excel invoicing with a streamlined Smartsheet system for billing major partners. In this session, the Loews team will demonstrate how they use a powerful combination of Document Builder, formulas, and automation workflows to create accurate multi-line invoices. You'll leave with a practical blueprint for building your own robust document generation processes with core Smartsheet tools to save time and reduce errors.

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Content Track

Scale at any stage

User Level

Introductory

PMI Credits

1

Speaker

Darla Brown, Sean Carty

Industry

All Industries

Location

420

Smartsheet in action: Project management best practices from the field

November 5

2:00PM - 3:00PM

Breakout Session

Join us as our seasoned consulting expert teams up with a Smartsheet customer and power user to show you how to manage end-to-end project lifecycles in Smartsheet. These pros will share how they connect project management best practices to platform features, from planning and execution to monitoring and closure. Get a behind-the-scenes look at a real customer implementation, uncover common pitfalls to avoid, and ask live questions. You’ll walk away with actionable strategies to drive executive visibility, adoption, change management, and a lasting impact back at your own organization.Join us as a Smartsheet Professional Services expert and Infosys Consulting’s Project Management Center of Excellence (PMCoE) take you behind the scenes of how Infosys manages complex programs in Smartsheet. Learn how Infosys is transforming delivery at scale—and hear proven Smartsheet project management best practices you can apply to enhance visibility, streamline execution, and unlock maximum value.

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Content Track

Smartsheet solutions at work

User Level

Introductory

Speaker

Andrew Brader, Chuck Prudente, Chelsea Derer

Industry

All Industries

Location

Ballroom 2 - Level 5

Resource Management: Match, balance and forecast to get more work done

November 5

2:00PM - 3:00PM

Breakout Session

You’ve built your projects in Smartsheet — now it’s time to bring your people into the picture. In this session you’ll see how Douglas Pharmaceuticals has deployed Resource Management to help teams match the right people to the right work, balance workloads across the team, and forecast with confidence so work stays on track. We’ll demonstrate how to use people insights to take action faster, make better decisions, and save time across every project.

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Content Track

Scale at any stage

User Level

Introductory

Speaker

Andrei Veloso, Michael Ishak, Amy Yarrington, Adam Lang

Industry

Architecture, Healthcare, Construction and Engineering, Manufacturing, Financial Services, Government, Media and Production, Professional Services, Technology

Location

Ballroom 3 - Level 5

Smarter Accreditation Management with Tanner Health

November 5

2:00PM - 3:00PM

Breakout Session

Achieving hospital accreditation requires a rigorous review process and ongoing assessment involving multiple stakeholders. In this session, we'll show how Smartsheet solutions can transform this complex process. You'll learn how to streamline your accreditation management from readiness to survey execution and continuous improvement by centralizing information, automating workflows, improving collaboration, and gaining real-time visibility. Shift from reactive to proactive, continuous readiness to ensure safety and quality.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Regina Shelnutt, Katye Reed

Industry

Healthcare, Education, Life Sciences

Location

424

Stay in sync with less effort: Smartsheet collaboration that scales

November 5

2:00PM - 3:00PM

Breakout Session

How do you keep thousands aligned across 1,700 projects without endless meetings or duplicate updates? Tucson Unified School District faced this when managing a $480M bond program. In this session, hear how Smartsheet became their single source of truth—streamlining updates, automating requests, and enabling transparent reporting. Walk away with strategies to cut manual follow-ups, boost accountability, and build dashboards that keep staff and oversight committees in sync with less effort.

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Content Track

Scale at any stage

User Level

Intermediate

Speaker

Dr. Charlotte Carter, Haley Patrone

Industry

All Industries, Education

Location

Terrace Suite

The Smartsheet product vision: A look ahead

November 5

2:00PM - 3:00PM

Breakout Session

Hear our vision for the future of the Smartsheet product. See a preview of upcoming products and concepts, and learn how you can get involved to help shape our product roadmap.

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Content Track

Intelligent work management fundamentals

User Level

Introductory

PMI Credits

1

Speaker

Pratima Arora, Gaurav Agarwal, Justin Cravalho, Olen Ronning, Sarkis Kalashian

Industry

All Industries

Location

Ballroom 1 - Level 5

Prioritize what matters the most

November 5

2:00PM - 3:00PM

Breakout Session

Join us for this session focused on transforming your work intake process with Smartsheet. Learn how to streamline incoming requests, quickly review and prioritize, and provide leaders with the insights necessary to drive strategic decisions. Discover how to surface critical information effortlessly, empowering your organization to make informed, impactful choices. Don’t miss this chance to elevate your work management approach and learn how intake can set the foundation for your entire process.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Alex Corcoran, Alana (Suter) Grisius, Julie Simon

Industry

All Industries

Location

Signature Room - Level 5

New Views: The Future of Table, Board, and Gantt

November 5

2:00PM - 2:50PM

Join the product leaders behind Smartsheet’s new Table, Board, and Gantt views for an inside look at how we’re modernizing the core ways users visualize and manage work. In this interactive session, we’ll share the latest progress, showcase what’s coming next, and gather feedback from partners and experts to help shape the future roadmap. Come ready to exchange ideas, discuss customer needs, and influence the evolution of Smartsheet’s most essential views.

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Speaker

Tyson Brown, Eleanor Ritchie

Location

446

Builder Test-Out Exam

November 5

3:00PM - 4:30PM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

View full session details

User Level

Introductory

Industry

All Industries

Escape the Sheet: Solve. Build. Break Out.

November 5

3:00PM - 4:50PM

Experience Smartsheet in a whole new way with our interactive escape room challenge. In this session, you’ll collaborate with fellow partners to apply core Smartsheet capabilities - from formulas and reports to conditional formatting and AI features - to solve puzzles and complete tasks under time pressure. It’s a dynamic way to sharpen your skills, showcase problem-solving, and have some fun along the way.

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Location

446

Level up your Smartsheet efficiency with helper column formulas

November 5

3:30PM - 4:30PM

Breakout Session

Transform your Smartsheet 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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Content Track

Intelligent work management fundamentals

User Level

Advanced

PMI Credits

1

Speaker

Courtney Lake

Industry

All Industries

Location

Ballroom 1 - Level 5

Lighten the mental load: A guide to process excellence

November 5

3:30PM - 4:30PM

Breakout Session

Does your team's workflow feel more like a maze than a highway? This session is a practical playbook for untangling your most complex processes and eliminating the hidden bottlenecks that slow everyone down. You will learn proven techniques to map, analyze, and redesign your workflows for maximum speed and efficiency. Leave with the tools to put any process on easy mode and become the go-to expert for operational excellence on your team.

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Content Track

Scale at any stage

User Level

Intermediate

Speaker

Ally Robertson, Larry Gomez

Industry

All Industries

Location

Ballroom 2 - Level 5

Smartsheet security: Essential controls for safer collaboration

November 5

3:30PM - 4:30PM

Breakout Session

Smartsheet empowers users to collaborate across roles, departments, organizations, time zones, and countries. But with such a collaborative platform, how do you ensure your organization’s data remains secure and compliant? In this session, our product and security experts share our top recommendations for configuring your Smartsheet instance with security in mind.

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Content Track

Enterprise-grade security

User Level

Intermediate

PMI Credits

1

Speaker

Katie Ginther, Daniel Medved

Industry

Architecture, Healthcare, Consumer Goods, Education, Life Sciences, Retail, Construction and Engineering, Energy and Utilities, Manufacturing, Financial Services, Nonprofit, Government, Live Entertainment, Media and Production, Professional Services, Technology, Telecommunications, Travel and Hospitality

Location

Signature Room - Level 5

Extend your Smartsheet solutions with innovative add-on tools from Smarthub by Prodactive

November 5

3:30PM - 4:30PM

Breakout Session

Extend your Smartsheet solutions with innovative add-on tools from Smarthub by Prodactive

 

In this session you will learn how to dial up your solutions using innovative tools that enable you to for example 

1) Automatically get attached images to appear in multiple columns in sheets, reports and dashboards even if submitted via a form

2) Bulk upload 100s of attachments for these to be attached to rows automatically

3) See and search information about attachments directly in your sheets 

4) Set up sheets where all changes to cells are timestamped and recorded in adjacent cells so you have a full cell history log visible to users

5) Hear about many other tools coming soon and help shape our roadmap as to which ones we should prioritise

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Content Track

Scale at any stage

User Level

Advanced

Speaker

Hunter Reed, Rich Coles, Steve Blackburn, Mark Safran, Will Jeffords

Location

424

Operational Excellence in Construction: Turning Process into Profit

November 5

3:30PM - 4:30PM

Breakout Session

How can Smartsheet go beyond project management to transform construction operations? Featuring a real-world case study from E-Plan Exam, we’ll explore how the company uses Smartsheet to streamline workflows, from intake to assignment to delivery, while also supporting their Entrepreneurial Operating System (EOS) framework. You’ll learn how Smartsheet drives transparency, efficiency, and measurable results across both operations and project management. Plus, check out at the core app in action, explore premium apps, and leave with advanced tips and tricks you can put into practice right away.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

DA Mattox, Dustin Wise, Jennifer Jones, Paul Newcome

Location

420

Connecting strategy to operations: How Smartsheet powers enterprise agility and operational excellence at UMGC

November 5

3:30PM - 4:30PM

Breakout Session

As higher education faces mounting pressure to deliver more value with fewer resources, operational excellence is essential. Learn how the University of Maryland Global Campus built a modern EPMO with Smartsheet — connecting siloed work, optimizing resources, and empowering leaders with data-driven insights. Leave with a roadmap to turn visibility into value and build an adaptable operations model that thrives through change.

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Content Track

Smartsheet solutions at work

Speaker

Julie Elmuccio

Industry

Education

Location

Terrace Suite

Guided actions and smarter outcomes: Get started with Smart Assist

November 5

3:30PM - 4:30PM

Breakout Session

Get help getting started, automating your workflows, and getting deeper insights into your data with Smart Assist, your AI companion in Smartsheet. See Smart Assist in action through use cases and demos and learn how to get the most out of AI with tips for effective prompt writing.

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Content Track

AI in action

Location

Ballroom 3 - Level 5

Using Bridge and JavaScript to streamline project provisioning

November 5

4:30PM - 4:55PM

Smart Session

Learn how to unlock full auto-provisioning in Smartsheet Control Center by combining Bridge and JavaScript to eliminate the need for optional templates. This session walks through a scalable approach where all templates are provisioned by default, and non-relevant ones are automatically moved into a hidden or unused subfolder. You’ll also see how the solution dynamically links back to the appropriate template selected during intake, enabling seamless access from your intake sheet. The result: faster provisioning, fewer manual decisions, and a more consistent, automated experience across projects.

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Content Track

Intelligent work management fundamentals

User Level

Advanced

Speaker

Samuel Perez

Industry

All Industries

Location

Experience Hub - Smart Session Theater

Healthcare & Life Sciences Mixer

November 5

4:30PM - 6:30PM

Networking

Do you work in healthcare or life sciences? Join us at the Welcome Reception for a healthcare and life sciences mixer! Grab a drink and network with peers and Smartsheet experts in these industries as we welcome everyone to Engage 2025.

View full session details

Location

Experience Hub - near Premium Support Live

Government Mixer

November 5

4:30PM - 6:30PM

Networking

Do you work in government? Join us at the Welcome Reception for a government mixer! Grab a drink and network with peers and Smartsheet experts as we welcome everyone to Engage 2025.

View full session details

Location

Experience Hub - near Premium Support Live

Education Mixer

November 5

4:30PM - 6:30PM

Networking

Do you work in education? Join us at the Welcome Reception for an education mixer! Grab a drink and network with peers and Smartsheet experts as we welcome everyone to Engage 2025.

View full session details

Location

Experience Hub - near Premium Support Live

Construction & Manufacturing Mixer

November 5

4:30PM - 6:30PM

Networking

Do you work in construction or manufacturing? Join us at the Welcome Reception for a construction and manufacturing mixer! Grab a drink and network with peers and Smartsheet experts as we welcome everyone to Engage 2025.

View full session details

Location

Experience Hub - near Premium Support Live

Financial Services Mixer

November 5

4:30PM - 6:30PM

Networking

Do you work in financial services? Join us at the Welcome Reception for a financial services mixer! Grab a drink and network with peers and Smartsheet experts as we welcome everyone to Engage 2025.

View full session details

Location

Experience Hub - near Premium Support Live

Welcome Reception

November 5

4:30PM - 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:Meet Your App Matches: 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 2025!

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Location

Experience Hub in the Flex Hall

Build, Bridge, or Buy: The Future of Integrations in Connected Work

November 5

4:45PM - 5:00PM

Lightning Talk

Project leaders today face a universal dilemma: when it comes to integrations, do you build internally, bridge with native tools, or buy a purpose-built integration platform? This session takes a practical look at how to connect Smartsheet with other popular tools, breaking down three different approaches. We’ll weigh the pros and cons of each and show why democratizing integrations, by moving beyond IT as the sole gatekeeper, ensures the right context flows to where it’s needed, whether for human decision-making or for AI-powered insights.

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Content Track

Scale at any stage

User Level

Intermediate

Speaker

Marc Boscher

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

Hack for Good: Solution showcase

November 5

5:05PM - 5:30PM

Smart Session

Learn how nonprofit organizations; Advocates, Inc. Task Force for Global Health, and Heroes on the Water, leverage Smartsheet to amplify their positive impact in the communities they serve.

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Content Track

Intelligent work management fundamentals

User Level

Introductory

Speaker

Camille Null, Truong Mai, Diana St. Cyr

Industry

Nonprofit

Location

Experience Hub - Smart Session Theater

Unlocking Solutions with the Smartsheet Community

November 5

5:10PM - 5:25PM

Lightning Talk

When a tricky formula created a roadblock, the Smartsheet Community provided the solution. This 10-minute Smart Session will showcase how a real challenge was solved through Community collaboration, highlighting the before-and-after impact and sharing quick tips for leveraging Community expertise. A short example will illustrate the solution in action, followed by time for audience questions.

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Content Track

Smartsheet solutions at work

Speaker

Deena Duran

Industry

Healthcare, Education

Location

Experience Hub - Lightning Talk Theater

Evolution of AI Agents: From Chatbots to Agentic AI

November 5

5:35PM - 5:50PM

Lightning Talk

Artificial intelligence is rapidly evolving from simple rule-based chatbots to powerful, autonomous AI agents capable of reasoning, acting, and collaborating in complex environments. In this session, discovery the key tipping points that enabled this evolution and how organizations can harness agentic AI to drive real business outcomes with AWS.

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Content Track

AI in action

User Level

Intermediate

Speaker

Tyler Burch

Industry

Technology

Location

Experience Hub - Lightning Talk Theater

Demystifying DAM

November 5

5:40PM - 6:05PM

Smart Session

Discover Brandfolder by Smartsheet, the leading Digital Asset Management (DAM) platform that provides a dynamic, centralized hub to transform how your organization creates, manages, and shares content. Join us to learn more about how this essential tool can help you unlock new levels of efficiency and control over your digital assets.

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Content Track

Intelligent work management fundamentals

Speaker

Chandler Brown, Alex Jansen

Industry

All Industries

Location

Experience Hub - Smart Session Theater

Level Up Your Stakeholder Register - Automate Project Security to Protect Sensitive Content

November 5

6:00PM - 6:15PM

Lightning Talk

If your company manages sensitive projects in Smartsheet... OR... if adoption is slow because of security concerns, come see some creative ways to leverage a Smartsheet stakeholder register:

*Give your executive, legal, and HR teams the confidence they need: limit access to your projects based on user data or completed forms

*Automate project/user data collection, such as non-disclosure or non-compete forms

*Control project access by automating security group membership

*Connect to a central list of contacts for event based automations like promotions and terminations

*Create automated alerts from sheet access and workspace sharing reports

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Content Track

Enterprise-grade security

User Level

Advanced

Speaker

Scott Peters

Industry

Retail

Location

Experience Hub - Lightning Talk Theater

Coffee Connect

November 6

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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Intelligent Work Experience Hub

November 6

7:30AM - 9:00AM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE, and immerse yourself in Intelligent Work Management. Here, over 30 specialized 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 are in session.

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Location

Experience Hub in the Flex Hall

Coat and luggage check

November 6

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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Attendee Breakfast

November 6

7:30AM - 9:00AM

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 Intelligent Work Management.

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Location

Experience Hub in the Flex Hall

Registration

November 6

7:30AM - 5:00PM

Registration

Pick up your ENGAGE 2025 conference passes or stop by to ask conference questions at the registration desk.

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Simplify Your Smartsheet Workflows: Pro Tips for Portfolio Management

November 6

8:25AM - 8:40AM

Lightning Talk

Expert tips for optimizing Smartsheet Control Center (SCC) and leveraging premium features to enhance workflow efficiency.

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Content Track

Project & Portfolio Management

User Level

Advanced

Speaker

Larry Cummings, Sandy Drew

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

Day 2 Keynote: Big Little Stories Customer Panel

November 6

9:00AM - 9:30AM

Keynote Session

Join us for a dynamic panel exploring the stories behind the Big Little Stories campaign. We’ll uncover how small, often-overlooked moments and processes sparked major transformation across teams and organizations. Panelists will share real challenges, breakthrough insights, and how Smartsheet helped them turn complexity into clarity and action. Learn how McLaren Formula 1, Palfinger, and Liftra drive operational efficiency by focusing on the little things that make a big impact.

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Speaker

Jon Drakes, Torben Risager Nielsen, Cintia Vincze, Stephanie Berner

Location

Exhibit Hall 1 - Exhibit Level

Day 2 Keynote: Shawn Achor, NY Times Bestselling Author

November 6

9:30AM - 10:00AM

Keynote Session

Get ready for an uplifting session with Shawn Achor, bestselling author and leading expert on happiness and human potential. He’ll share powerful insights on how optimism and connection drive performance, resilience, and success—backed by research and real-world impact.

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Speaker

Shawn Achor

Location

Exhibit Hall 1 - Exhibit Level

Getting Started with Smartsheet APIs

November 6

10:00AM - 10:50AM

This beginner-level session is designed for partners who are new to the Smartsheet API. Learn how to access and navigate the API documentation, how to create API keys in the application, and how to do basic calls against a sheet in Smartsheet to start automating and extending your workflows.

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Location

345

Escape the Sheet: Solve. Build. Break Out.

November 6

10:00AM - 11:50AM

Experience Smartsheet in a whole new way with our interactive escape room challenge. In this session, you’ll collaborate with fellow partners to apply core Smartsheet capabilities - from formulas and reports to conditional formatting and AI features - to solve puzzles and complete tasks under time pressure. It’s a dynamic way to sharpen your skills, showcase problem-solving, and have some fun along the way.

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Location

446

Intelligent Work Experience Hub

November 6

10:00AM - 5:00PM

Experience Hub

Step into the Experience Hub, the vibrant core of ENGAGE, and immerse yourself in Intelligent Work Management. Here, over 30 specialized 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 are in session.

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Location

Experience Hub in the Flex Hall

Coffee Connect

November 6

10:00AM - 5:00PM

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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Simplify user, policy, and plan management with Smartsheet Admin Center

November 6

10:30AM - 11:30AM

Breakout Session

Are you a Smartsheet administrator? Admin Center streamlines managing your environment — from user management to sharing rules to centralized governance — so you can stay in control without slowing teams down. Join us to learn about the latest features and best practices to manage users and licenses efficiently, centralize policies across Smartsheet plans, keep your organization secure, and more.

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Content Track

Enterprise-grade security

User Level

Intermediate

Speaker

Srinivasan Sankaran

Industry

All Industries

Location

Signature Room - Level 5

Builder Test-Out Exam

November 6

10:30AM - 12:00PM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

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User Level

Intermediate

Industry

All Industries

The power of no-code automation and AI: Achieve full project portfolio visibility with Smartsheet

November 6

10:30AM - 11:30AM

Breakout Session

What if you can spot risks in your project portfolio before you had to ask? In this session, you will learn how you can use a combination of no-code automation and AI to automatically summarize project status, flag potential issues, and surface insights buried in updates and sheets. Learn how to use Smartsheet to reduce blindspots, improve reporting, and keep stakeholders informed with minimal effort.

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Content Track

AI in action

User Level

Intermediate

Speaker

Christopher Petrie, Madison Wiens

Industry

All Industries

Location

Ballroom 2 - Level 5

One sheet for many audiences: Unlock the power of new views

November 6

10:30AM - 11:30AM

Breakout Session

Empower your teams and impress your stakeholders with the right view for the right job. In this session, you’ll explore how new Smartsheet views like table, board, and timeline let you customize how work is visualized, tracked, and shared. Learn how to tailor a single sheet using features like filter, sort, group, search, and conditional formatting to quickly surface key insights. Plus, get an exclusive look at the brand-new custom views feature built to help you create and share personalized views for various audiences and use cases.

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Content Track

Intelligent work management fundamentals

User Level

Introductory

PMI Credits

1

Speaker

Alizain Merchant, Lekshmi Unnithan

Industry

All Industries

Location

Ballroom 1 - Level 5

Power your flow: Smartsheet API and integration essentials

November 6

10:30AM - 11:30AM

Breakout Session

Take your Smartsheet solutions further with this primer for API-driven customization and integration. Learn the basics of the Smartsheet API, explore available SDKs, understand webhooks, and discover how to connect with external systems to automate and enhance your workflows. Whether you're building custom tools or planning system integrations, this session will give you the foundation to supercharge your work with flow.

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Content Track

Enterprise-grade security

User Level

Advanced

PMI Credits

1

Speaker

Paula Soesanto, Joshua Pense

Industry

All Industries

Location

Ballroom 3 - Level 5

From Bid to Build: Smartsheet for the Full Construction Lifecycle

November 6

10:30AM - 11:30AM

Breakout Session

Whether you’re an estimator, in procurement, a project manager or engineer, superintendent, or part of safety and operations, Smartsheet helps streamline the full construction lifecycle. Templates, Resource Management, and AI-powered capabilities streamline workflows, and help teams deliver projects faster, smarter, and more efficiently from bid to build.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Chris Mondeau

Industry

Architecture, Construction and Engineering

Location

420

Smartsheet: The tech consolidation tool, the full solution

November 6

10:30AM - 11:30AM

Breakout Session

Organizations often juggle dozens of disconnected tools that create silos, duplicate entry, and added cost. This session explores how Smartsheet can serve as a tech consolidation platform, streamlining workflows, reducing your tech stack, and driving ROI. We’ll explore how to identify opportunities for consolidation, when to integrate with core systems, and then how centralizing collaboration in Smartsheet leads to efficiency, cost savings, and scalable growth.

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Content Track

Business insight & impact

User Level

Intermediate

Speaker

Joe Goetschel

Industry

All Industries

Location

424

Operational efficiency in clinical research: Where science meets design

November 6

10:30AM - 11:30AM

Breakout Session

Successful clinical trials rely as much on operational design as the science itself. Learn how one clinical research team uses Smartsheet to manage the full clinical trial lifecycle — from business development and study start-up to trial execution and close out. Learn how they leverage automated workflows, Data Shuttle, and dashboards to reduce time to activation, strengthen compliance, improve collaboration, and ultimately accelerate the delivery of new therapies to patients. Leave with a new framework for operational efficiency as the bridge that translates discovery into patient care.

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Content Track

Smartsheet solutions at work

Speaker

Julie Elmuccio, Nadia Elkarra

Industry

Healthcare, Education, Life Sciences

Location

Terrace Suite

Confidential Collaboration: Mastering Smartsheet Dynamic View for Secure Data Access (Copy)

November 6

11:00AM - 11:50AM

Dynamic View is the ultimate tool for granular, role-based data security and collaboration in Smartsheet. This session explores best practices for setup, configuration, and maintenance. Learn how to craft streamlined user experiences, leverage powerful conditional Field Logic to manage workflows, and understand the critical security pitfalls (like @mentions) that could expose sensitive data. Guarantee your collaborators only see and edit exactly what they need, exactly when they need it.

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Speaker

Kendra Michaels, MSPM, PMP

Location

345

Celebrate Your Superpowers: Luncheon sharing the experiences of women and gender minorities in tech

November 6

11:30AM - 1:00PM

Networking

You must be registered to attend this luncheon — seats are limited and will fill quickly. Once capacity is reached, a waitlist will open.

While this luncheon features the experiences of women and gender minorities, this event is open to all and we strongly encourage attendees of all backgrounds and experiences to join and participate. 

Celebrate your superpowers! Join us for a panel conversation with three accomplished women leaders, table-hosted discussions, and a creative LEGO® activity designed to reflect on your own superpowers — and how they help you build influence, strengthen relationships, and drive impact. 

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Speaker

Pratima Arora, Stephanie Berner, Arathi Ramani, Eliza Kelly

Location

447

Attendee Lunch

November 6

11:30AM - 1:00PM

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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Location

Experience Hub in the Flex Hall & Level 5 - Ballroom 1

Apex Co-Pilot: Your AI Agent for Smartsheet Insights

November 6

11:35AM - 11:50AM

Lightning Talk

In this 15-minute session, discover how Apex Co-Pilot helps organizations get more out of Smartsheet by using large language models (LLMs) to deliver conversational insights and actionable analytics from your Smartsheet data.We’ll cover:What Apex Co-Pilot Is: A smart assistant designed to help you interact with and understand your Smartsheet data in real time.Real-World Use Cases: How teams use Co-Pilot for on-demand reporting, trend analysis, and data visualization.Quick Demo/Walkthrough: A brief look at how Co-Pilot integrates into your Smartsheet environment to surface insights instantly.Benefits to Your Team: Faster answers, clearer visibility into project data, and actionable charts to support better decision-making.Walk away with a clear understanding of how Apex Co-Pilot turns your Smartsheet data into a conversation, helping you make sense of information quickly so you can focus on strategic work.

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Content Track

AI in action

User Level

Intermediate

Speaker

Adam Stone

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

Built to scale: How Control Center is transforming our certification program

November 6

11:40AM - 12:05PM

Smart Session

Join Smartsheet University as we walk through our customized Control Center solution designed to streamline the new Professional Certification Evidence Submission process. Learn about how we leverage Control Center's powerful project management capabilities, along with Smartsheet native forms and automations, to streamline our team's workflow. We will highlight the best practices we implemented and explain how this will help us scale our program.

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Content Track

Intelligent work management fundamentals

User Level

Introductory

Speaker

Benjy Sung, Sarah Fettke

Industry

All Industries

Location

Experience Hub - Smart Session Theater

Meet & Eat: Life Science

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet Life Sciences customers at a special "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!

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Location

Level 5 - Foyer

Meet & Eat: Government Mission Partners

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Network with government system integrators and aerospace & defense professionals during a lightly facilitated lunch conversation. Share insights on scaling Smartsheet across complex, mission-driven environments and discover new approaches to solving challenges in high-stakes federal programs.

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Location

Level 5 - Foyer

Meet & Eat: Federal Government

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Connect over lunch with federal government peers in a lightly facilitated discussion. Discuss how agencies are using Smartsheet to improve collaboration, enhance visibility, and support mission delivery. This is a chance to exchange ideas and build meaningful relationships across the federal space.

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Location

Level 5 - Foyer

Meet & Eat: Retail & Consumer Goods

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet Retail and Consumer Goods customers at a special "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!

View full session details

Location

Level 5 - Foyer

Meet & Eat: K-12

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet K-12 Education customers at a special "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!

View full session details

Location

Level 5 - Foyer

Meet & Eat: Government and it's partners

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Connect over lunch with peers from government and organizations who support it in a lightly facilitated discussion. Discuss how organizations are using Smartsheet to improve collaboration, enhance visibility, and support mission delivery. This is a chance to exchange ideas and build meaningful relationships across the government space.

View full session details

Location

Level 5 - Foyer

Meet & Eat: Finance

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet Financial Service customers at a special ""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!

View full session details

Location

Level 5 - Foyer

Meet & Eat: Higher Education

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet Higher Education customers at a special "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!

View full session details

Location

Level 5 - Foyer

Meet & Eat: Healthcare

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet Healthcare customers at a special "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!

View full session details

Location

Level 5 - Foyer

Meet & Eat: Manufacturing

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet Manufacturing customers at a special ""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!

View full session details

Location

Level 5 - Foyer

Meet & Eat: Construction

November 6

11:45AM - 12:45PM

Networking

Meet & Eat discussions will take place on Level 5. Lunch will be provided on Level 5 for those attending these sessions. Seating is first come, first served—add the session to your agenda to build it into your calendar. Be sure to arrive early to grab your seat, attendance is first come first serve

Join fellow Smartsheet Construction customers at a special ""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!

View full session details

Location

Level 5 - Foyer

CI HUB gives you access to all your DAM assets and metadata, including Brandfolder, directly in Smartsheet

November 6

11:55AM - 12:10PM

Lightning Talk

Teams rely on Smartsheet to plan, track, and deliver work at scale—but switching between tools to find the right asset or metadata slows everything down. With CI HUB’s new Smartsheet integration, you can bring Brandfolder assets and metadata directly into your projects, without ever leaving your work application. From marketers and project managers to designers, teams can stay on brand, on schedule, and focused. Already trusted in Adobe CC, MS 365, Adobe Express, Salesforce Marketing Cloud, and Canva, CI HUB now brings the same seamless access to Smartsheet—reducing errors, eliminating duplication, and accelerating delivery.

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Content Track

Scale at any stage

User Level

Intermediate

Speaker

Lara Guerard

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

MFA for all: Raising the bar on security

November 6

12:15PM - 12:40PM

Smart Session

Multi-Factor Authentication (MFA) is one of the most effective ways to protect accounts from phishing and credential theft. In this session, members of the Smartsheet product team will walk through the login security options available today, highlight why authenticator-app MFA sets a new standard for every user and collaborator, and demo the simple, secure sign-in experience in action. Join us to see how “MFA for All” raises the bar on security — without adding friction.

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Content Track

Enterprise-grade security

Speaker

Pawan Shukla

Industry

All Industries

Location

Experience Hub - Smart Session Theater

AI as the New Teammate: Redefining Project Delivery

November 6

12:15PM - 12:30PM

Lightning Talk

What if your dashboards didn’t just answer questions, but anticipated them? In this lightning talk, M2 Strategy reveals how we integrated ChatGPT into Smartsheet using Zapier to deliver real-time, prompt-driven analysis; triggered automatically and running behind the scenes. Project data flows out to ChatGPT, and dynamic insights, risk flags, and recommendations flow back in. No queries, no logins, just intelligence. This isn’t about asking AI for help, it’s about giving AI a seat at the table. Learn how to turn static dashboards into proactive copilots your teams can trust.

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Content Track

AI in action

User Level

Advanced

Speaker

Helo Mustafa, Michael Raposo

Industry

All Industries

Location

Experience Hub - Lightning Talk Theater

Fairies and Hurricanes

November 6

12:35PM - 12:50PM

Lightning Talk

In the face of disruptors like hurricanes and tools such as Smartsheet, communities and organizations must embrace a complete reset to adapt and thrive. Recognizing that journeys are not defined by failures but by the lessons learned along the way. Let me take you through our journey of transforming our Capital Allocation process.

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Content Track

Business insight & impact

User Level

Advanced

Speaker

John Anderson

Industry

Energy and Utilities

Location

Experience Hub - Lightning Talk Theater

App overload? How to rationalize your tech stack without losing functionality

November 6

1:00PM - 2:00PM

Breakout Session

Today's IT teams are challenged by too many tools and too little alignment. This session dives into how Smartsheet can replace siloed point solutions for project intake, planning, time tracking, resourcing, and reporting. Learn how to centralize your portfolio data, eliminate manual work across different systems of record, and give your teams and execs one place to track what matters. Bonus: We will show you how to spot hidden costs in your current tech stack.Today's IT teams are challenged by too many tools and too little alignment. This session dives into what application rationalization is, the hidden costs associated with applications, and steps to take to start increasing the return on investment of your technology. Learn how Smartsheet can help simplify processes, centralize your data, eliminate manual work across different systems of record, and give your teams one place to track what matters. We will show you how to spot hidden costs in your current tech stack and how to start making changes to improve the ROI you get from your tools.

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Content Track

Business insight & impact

User Level

Intermediate

PMI Credits

1

Speaker

Jenann Self, Mike Beckett

Industry

All Industries

Location

Terrace Suite

Builder Test-Out Exam

November 6

1:00PM - 2:30PM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

View full session details

User Level

Introductory

Industry

All Industries

Scenario planning: Make the right call before you commit

November 6

1:00PM - 2:00PM

Breakout Session

When everything feels urgent, it’s hard to know what to say yes to. In this session, learn how scenario planning helps you compare project and staffing plans side by side — so you can make informed decisions, avoid surprises, and move forward with confidence.

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Content Track

Scale at any stage

User Level

Intermediate

Speaker

Rémy LaFargue, Kate McLoughlin

Industry

Architecture, Healthcare, Life Sciences, Construction and Engineering, Manufacturing, Financial Services, Government, Media and Production, Professional Services, Technology

Location

Ballroom 3 - Level 5

Integrate Smartsheet with your tech stack

November 6

1:00PM - 2:00PM

Breakout Session

Want to learn how Smartsheet can integrate with your enterprise communication tools, ERPs, security systems, and more? Learn how you can save time and break down data silos with our built-in integrations.

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Content Track

Scale at any stage

User Level

Intermediate

PMI Credits

1

Speaker

Kristin Komassa, Grant Miller

Industry

All Industries

Location

Signature Room - Level 5

Build Smarter: Creating and managing your solutions with database fundamentals

November 6

1:00PM - 2:00PM

Breakout Session

Tired of manual updates and inconsistent data? Join us to unlock the true potential of your Smartsheet solutions! This session will guide you through building seamless connections between your sheets. You'll learn to leverage powerful tools like column links, formulas, and a new feature to transform your Smartsheet solutions into highly efficient, automated systems that scale with your work. Get ready to build smarter, not harder!

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Content Track

Scale at any stage

User Level

Intermediate

PMI Credits

1

Speaker

James Lee

Industry

All Industries

Location

Ballroom 1 - Level 5

Automated data connections between your systems — powered by Smartsheet, Google, and Microsoft

November 6

1:00PM - 2:00PM

Breakout Session

Learn how Memorial Health and Alchemy have created streamlined workflows to bring information into Smartsheet from across their business systems, such as Workday and ServiceNow. You'll see how to apply this to any platform and how easy it can be to pair Microsoft Power Automate and Google Apps Scripts (without being a developer) with Smartsheet Data Shuttle for fully-automated data connections you can create in minutes.

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Content Track

Scale at any stage

User Level

Advanced

Speaker

Jonathan Zaretsky, Sam Mueller, Danielle Wilson

Industry

All Industries

Location

Ballroom 2 - Level 5

From $100M+ launches to Smartsheet playbooks: Scaling efficiency and ROI

November 6

1:00PM - 2:00PM

Breakout Session

In this session, we’ll unpack a recent $100M+ launch that ran primarily on a Google-based stack and show how Smartsheet playbooks can take efforts like this even further. You’ll learn how adding Smartsheet on top of existing tools streamlines workflows, reduces friction across teams, and amplifies profitability.

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Content Track

Business insight & impact

User Level

Introductory

Speaker

Michael Tirrell

Industry

All Industries

Location

424

AI beyond the basics: Unlocking new potential in Smartsheet

November 6

1:00PM - 2:00PM

Breakout Session

AI is transforming how we work, but the real impact comes when it’s tailored to your organization’s needs. In this session, Archer Consulting Team will explore the art of the possible with AI built on top of Smartsheet. We’ll showcase how emerging tools can accelerate solution design, streamline operations, and spark new ideas for scaling your work. Join us to see how AI can enhance Smartsheet strengths in customization and leave with inspiration for what’s possible in your own environment.

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Content Track

AI in action

User Level

Intermediate

Speaker

Matt Lynn, Sam Harwart

Industry

All Industries

Location

420

Scaling Success: Control Center Blueprints and Global Updates for Portfolio Management

November 6

1:00PM - 1:50PM

Scaling your Project Management Office (PMO) requires consistency, and Control Center is the engine that drives it. This session focuses on the best practices required to build and sustain a healthy, high-performing program. We will cover the essentials of blueprint design, effective use of Profile Data for automation, and the critical processes for mass change management using Global Updates. Learn how to standardize projects for repeatable success and establish a governance model that minimizes errors and maximizes portfolio reporting accuracy.

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Speaker

Kendra Michaels, MSPM, PMP

Location

446

Water Cooler Confessions

November 6

1:00PM - 4:00PM

Hey Project Manager! Join us in room 326 on Thursday, Nov 6th from 1-4pm to be a part of a video activation celebrating you! No need to prepare. We just want your honest on-camera reactions, as a project manager, to hot takes submitted by project managers around the world.

The whole experience will take less than 15 minutes, so come join the fun, spill the tea, and have some laughs! Don’t miss out on this unique chance to honor the PM role and make your ENGAGE 2025 memorable.

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Location

326

From Complex Processes to Tangible Outcomes: BIA's Efficiency Blueprint for Public Sector

November 6

2:30PM - 3:30PM

Breakout Session

Transforming mission-critical work in a complex government landscape requires a strategic approach. This session reveals the Bureau of Indian Affairs (U.S. Department of the Interior) systematic approach to building a sustainable, agency-wide Smartsheet ecosystem. Discover how they moved beyond individual projects to foster widespread adoption, leveraging solutions like a single sheet with Dynamic Views for each of the 574 Sovereign Nations. Learn their proven best practices for managing multiple critical use cases and building a lasting Smartsheet environment that consistently delivers value.

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Content Track

Smartsheet solutions at work

User Level

Advanced

Speaker

Chid Murphy, Samuel Perez

Industry

Nonprofit, Government

APIs for Admins

November 6

2:30PM - 3:30PM

Breakout Session

The Smartsheet API offers powerful tools to help System Admins automate and scale their work. This session will show you how to enhance security and compliance with event reporting and automate the user lifecycle with the user creation and update APIs capabilities. You'll also learn to streamline support using the assume user (impersonation) feature and programmatically manage permissions with sharing APIs. You’ll leave with a solid understanding of what’s possible, how to get started, and where to find the resources you need to keep building.

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Content Track

Enterprise-grade security

User Level

Advanced

Speaker

Joshua Pense, Taylor Fry

Industry

All Industries

Location

Ballroom 3 - Level 5

For the citizen PM: Managing structured projects in Smartsheet

November 6

2:30PM - 3:30PM

Breakout Session

Are you managing structured, phase-based projects in Smartsheet, even if “project manager” isn’t in your title? You might be using the traditional or waterfall project methodology without even realizing it. This session is a crash course on what waterfall is, when it works best, and how to bring it to life in Smartsheet. You’ll learn how to capture project requirements, break down work, track progress, and report out to stakeholders. Here, we’ll cover how to use views like table, timeline, and Gantt, plus explore features like forms, automation, conditional formatting, dashboards, and more!

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Content Track

Intelligent work management fundamentals

User Level

Intermediate

PMI Credits

1

Speaker

Samuel Garrison, Tyson Brown

Industry

All Industries

Location

Ballroom 2 - Level 5

Demonstrating value to your executives: How to track KPIs with Smartsheet

November 6

2:30PM - 3:30PM

Breakout Session

Delivering work is one thing; demonstrating impact is another. In this session, you will learn how to design and build executive-ready dashboards in Smartsheet to visualize KPIs, track benefits, and tie outcomes to strategic goals. Whether you are reporting to a PMO or the C-suite, you'll walk away with practical tips to turn your portfolio data into compelling insights that support decision-making.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

PMI Credits

1

Speaker

Olivia Ripps, Alexis Felton

Industry

All Industries

Location

Ballroom 1 - Level 5

How I got my team to actually use Smartsheet

November 6

2:30PM - 3:30PM

Breakout Session

Learn directly from customers who launched a Smartsheet solution across their organization: how they got buy-in from their team, what they learned, how they rolled it out, what they'd do or wouldn’t do again.

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Content Track

Intelligent work management fundamentals

User Level

Introductory

Speaker

Jenna Greenberg, Samantha Linhardt, Madison Moyd

Industry

All Industries

Location

Signature Room - Level 5

Driving adoption and unlocking new use cases: Customer journeys with Smartsheet

November 6

2:30PM - 3:30PM

Breakout Session

Prime Consulting Group will host a customer panel featuring NASCAR, Whataburger, Heroes on the Water, and Cortland International. Panelists will share lessons learned from implementing various Smartsheet solutions, including change management, adoption strategies, and how initial deployments grew into enterprise-wide solutions across the organization.

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Content Track

Business insight & impact

User Level

Introductory

Speaker

Heidi Truitt, Tommy Maselli

Industry

All Industries

Location

424

Beyond projects: Unlocking enterprise value by deploying Smartsheet as a core service

November 6

2:30PM - 3:30PM

Breakout Session

Most know Smartsheet for project management and collaboration — and it excels there — but its unique power is also structuring the “forgotten middle:” critical processes too small for ERP yet too complex for email. In this session, learn how to deploy Smartsheet as a core enterprise service to reduce shadow IT, replace email chains with workflows, surface hidden data, and enable cross-functional collaboration. We’ll share scaling practices and show a live demo with practical takeaways.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Ann-Alicia Artis, Catalina Tapanes, Pedro Cuberos

Industry

All Industries

Location

Terrace Suite

Strengthen your core Smartsheet

November 6

2:30PM - 3:30PM

Breakout Session

Join the expert architects at DigitalRadius in this practical workout for your Smartsheet skills. We’ll help you tone your setup, tighten your data, and banish column creep once and for all. You'll learn how to get the most out of Smartsheet essentials for controlling column expansion and maintaining ultra-responsive sheets. Plus, supercharge your project data with point-in-time project snapshots, trend analysis, and side-by-side dashboard comparisons. Whether you’re a project manager, admin, or everyday user, this session will leave you stronger, faster, and more efficient!

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Content Track

Intelligent work management fundamentals

User Level

Intermediate

Speaker

Jason Tarpinian, Isa O'Hara

Location

420

Builder Test-Out Exam

November 6

3:30PM - 5:00PM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

View full session details

User Level

Introductory

Industry

All Industries

Advanced data retrieval with INDEX, MATCH, and COLLECT

November 6

4:00PM - 5:00PM

Breakout Session

Enhance your Smartsheet data connections by going beyond exact match lookup formulas. Discover the enduring relevance of INDEX, MATCH, and COLLECT functions for complex data retrieval. We'll explore how these robust functions enable you to perform sophisticated lookups, find approximate matches, automatically group data, and extract precisely the information you need using multiple criteria for pinpoint accuracy.

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Content Track

Scale at any stage

User Level

Advanced

PMI Credits

1

Speaker

Courtney Lake

Industry

All Industries

Location

Ballroom 1 - Level 5

Breaking free from operational drag: Achieving dynamic orchestration

November 6

4:00PM - 5:00PM

Breakout Session

The goal of every modern operations team is dynamic orchestration: the seamless, real-time coordination of people, processes, and data that keeps the business moving forward. But this goal is often slowed by a silent force — operational drag — the friction caused by fragmented tools and rigid workflows that sap agility and stall growth. The answer isn’t more top-down control, but a framework of governed adaptability: clear structures and guardrails that empower teams from the bottom up to innovate, adapt, and achieve true dynamic orchestration.

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Content Track

Business insight & impact

User Level

Introductory

Speaker

Rémy LaFargue, Sydney Mellides

Industry

All Industries

Location

Terrace Suite

Deliver project consistency and visibility at scale with Smartsheet Control Center

November 6

4:00PM - 5:00PM

Breakout Session

Ready to take control of your projects at scale? In this session, you’ll learn how Smartsheet Control Center simplifies portfolio management by automating project delivery and creating structure across every initiative. We’ll demo the platform in action and share practical strategies to cut down manual work, increase visibility, and keep your projects moving forward. Whether you're already using Control Center or just getting started, you’ll leave with the right tools to drive better results across your portfolio.

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Content Track

Scale at any stage

User Level

Intermediate

PMI Credits

1

Speaker

Jamie Ide, Pranovaa Vijayakumar, Rebecca Han

Industry

All Industries

Location

Signature Room - Level 5

Put your data to work: Use ChatGPT to create Python scripts that automate workflows in Smartsheet

November 6

4:00PM - 5:00PM

Breakout Session

PMO leaders, manufacturing managers, financial analysts, and business leaders across all verticals all rely on performance measurement and deep understanding of data to operate at peak. Thanks to AI, they can now act on data in real-time, automatically. Learn how L3Harris Technologies combines ChatGPT and Python scripts to create living Smartsheet workflows.

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Content Track

Smartsheet solutions at work

User Level

Advanced

Speaker

David Frost, Rob Walzer

Industry

All Industries, Manufacturing, Government

Location

Ballroom 3 - Level 5

The evolution of AI-driven intelligent work management at Smartsheet

November 6

4:00PM - 5:00PM

Breakout Session

AI is changing what’s possible in work management. Deep dive into the evolution of AI at Smartsheet and get a sneak peek into what we’re building this year to transform how you manage your work and drive strategic impact in your business. Learn how new Smartsheet AI tools, features, and workflows will help you move faster, think bigger, and lead every project with efficiency and precision.

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Content Track

AI in action

User Level

Introductory

Speaker

Olen Ronning

Industry

All Industries

Location

Ballroom 2 - Level 5

AWS Marketplace: Accelerating software procurement

November 6

4:00PM - 5:00PM

Breakout Session

AWS Marketplace (AWSMP) is the leading platform for cloud software procurement, helping organizations simplify how they find, buy, and manage solutions while meeting enterprise-grade standards. In this session, explore AWSMP fundamentals, market growth, and the latest innovations in security, governance, and procurement. See how AWSMP transforms purchasing through streamlined workflows, standardized contracts, and stronger governance.

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Content Track

Business insight & impact

User Level

Intermediate

Speaker

Louise Strandoo, Brandon Seiter

Industry

All Industries

Location

424

Make Smartsheet stick: Launch faster, adopt smarter, and drive real ROI

November 6

4:00PM - 5:00PM

Breakout Session

Most Smartsheet rollouts don’t fail because of the tool — they fail when people don’t adopt it. In this session, discover practical launch readiness strategies and learn how Incora drove measurable adoption and ROI with a proven framework. Join us to explore how launch readiness ensures your rollout sticks, engages your people, and delivers the ROI your business expects.

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Content Track

Business insight & impact

User Level

Intermediate

Speaker

Andrew Rustemeyer, Laura Schuchart

Industry

All Industries

Location

420

Attendee Party

November 6

5:00PM - 8:00PM

Attendee Party

You powered through the best of Smartsheet—now it’s time to celebrate like you’ve just hit the slopes!Join us for Après ENGAGE, the high-energy, winter-themed farewell reception designed for unwinding and networking. We’ve transformed the space into a cozy, festive mountain lodge atmosphere. Indulge in an array of hearty comfort food and a premium selection of warm, seasonal beverages to toast your conference success.This is your last chance to play and connect:Friendly Face-Offs: Challenge your colleagues! Dive into a variety of fun, competitive games and entertainment to test your skills and strategy one last time.The Vibe: Prefer to relax? Settle into our lounge areas with great music and socializing to unwind, recap your top takeaways, and cement the relationships you built this week.Grab a festive drink, find a colleague, and let's close out ENGAGE with a memorable night!

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Location

Exhibit Hall 1 - Exhibit Level

Attendee Breakfast

November 6

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 Intelligent Work Management learning!

View full session details

Location

Level 5

Builder Test-Out Exam

November 7

8:00AM - 9:30AM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

View full session details

User Level

Introductory

Industry

All Industries

Coat and luggage check

November 7

7:30AM - 2:00PM

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

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Coffee Connect

November 7

8:00AM - 1:00PM

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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Making work flow: Process mapping for smarter solutions

November 7

9:00AM - 10:00AM

Breakout Session

Process mapping reveals opportunities to streamline operations, clarify roles, and scale success. This session highlights how process visualization — using Smartsheet features like automations and Advanced Capabilities — helps you design more efficient systems that drive measurable impact.

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Content Track

Business insight & impact

User Level

Intermediate

Speaker

Emily Kerwin, Kasey Weidman

Industry

All Industries

Location

Ballroom 2 - Level 5

City-wide growth: Chandler's strategy for scaling Smartsheet across departments

November 7

9:00AM - 10:00AM

Breakout Session

Scaling a solution strategically across a large public sector organization presents a unique challenge. This session will reveal the City of Chandler's approach to building a sustainable, city-wide Smartsheet ecosystem. Discover how initial success in IT Project Portfolio Management paved the way for significant expansion, including new strategic use cases. Learn the city's proven best practices for fostering widespread adoption, managing diverse governmental needs, and building a lasting Smartsheet environment that consistently delivers value at scale.

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Content Track

Smartsheet solutions at work

User Level

Advanced

Speaker

Greg Hayes, Angie Andersen

Industry

Nonprofit, Government

Location

420

Orchestrate work across your entire organization

November 7

9:00AM - 10:00AM

Breakout Session

Ready to stop improving single workflows and start transforming your entire business? This session is your blueprint for designing sophisticated, interconnected systems that drive efficiency at an enterprise scale. You will learn how to connect critical business tools and automate complex processes across multiple teams. Leave with the vision to engineer a new, more powerful way of working for your whole organization.

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Content Track

Scale at any stage

User Level

Intermediate

Speaker

Brian Gann

Industry

All Industries

Location

Ballroom 3 - Level 5

Keep multi-step processes moving forward with Dynamic View

November 7

9:00AM - 10:00AM

Breakout Session

Juggling complex processes like approvals, requests, and external collaboration across different teams? In this session, we’ll show you how to leverage Dynamic View to streamline your workflows and keep everything moving without sacrificing confidentiality or control. You’ll learn how to break down your process, build it step by step, and ensure the right people see only relevant info at the right time.

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Content Track

Scale at any stage

User Level

Intermediate

PMI Credits

1

Speaker

Megan Thomas, Chad Eiring, Grant Miller, Nate Perea

Industry

All Industries

Location

Ballroom 1 - Level 5

Builder Test-Out Exam

November 7

9:00AM - 10:30AM

Certification

User Level

Advanced

Industry

All Industries

The journey to enterprise PPM: How Smartsheet underpins ‘Innovation Excellence’ at Carl Zeiss AG

November 7

9:00AM - 10:00AM

Breakout Session

Learn how the Meditec Team at Carl Zeiss AG was able to grow its Smartsheet solution from facilitating team collaboration to a powerful work management engine, driving innovation excellence across the Meditec Division. In this session, we’ll explore how the team was able to successfully win the buy-in of peers, IT, and leadership by emphasizing the interoperability, flexibility, and scalability of Smartsheet. We’ll explore successes, challenges, and lessons learned along the way; all in pursuit of positioning Smartsheet as the future of work at Carl Zeiss AG.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Christoph Hoffmann, Jack Featherstone

Industry

All Industries

Location

420

Responsible AI: AI management, governance, and security

November 7

9:00AM - 10:00AM

Breakout Session

When it comes to AI at Smartsheet, security, governance, and privacy aren’t just features — they’re foundations. Scale AI with confidence with the ability to manage workflows, review actions, and customize solutions to meet your requirements. Learn how we’re prioritizing data security, transparency, and customer control in our new AI capabilities.

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Content Track

AI in action

User Level

Intermediate

Speaker

Olen Ronning, Balbodh Chauhan, Bharathi Srinivasan

Industry

All Industries

Location

Signature Room - Level 5

Unlocking new possibilities: The future of the Smartsheet Public API

November 7

9:00AM - 10:00AM

Breakout Session

Discover the future of the Smartsheet Public API, a strategic component of our platform. We're embracing an "API-as-a-product" model with a dedicated Global Product and Engineering team to create a robust, developer-centric ecosystem. We'll showcase powerful advancements like richer context, AI model integrations, enhanced real-time capabilities, and improved automation. Join us to learn how these innovations empower you to build more sophisticated AI-capable solutions and drive next-level automation.

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Content Track

governance & administration

User Level

Advanced

PMI Credits

1

Speaker

Laura Nana, Kalin Kanev

Industry

All Industries

Location

424

Builder Test-Out Exam

November 7

10:00AM - 11:30AM

Certification

The Smartsheet University Builder Credential provides validation of proficiency with the Smartsheet platform, enabling credentialed users to market their abilities both internally to their team and externally within their networks.

 

Users with the Builder credential hold a variety of job titles ranging from project managers to developers, marketing managers to operations managers, and more.

 

The ENGAGE-exclusive, Builder Test-Out exam is perfect for users who are not yet Smartsheet certified, but wish to pursue our latest Smartsheet Professional Certification*. Even better, we’re offering ENGAGE attendees the opportunity to take this exam for FREE!

 

This 90 minute, 51 question, multiple-choice Test-Out exam is designed for those with a strong foundational understanding of Smartsheet, allowing you to demonstrate your proficiency and move closer to achieving our latest certification: The Smartsheet Professional Certification.

 

Please note that to qualify for the Smartsheet Professional Certification, candidates must meet one of the following criteria

 

Offered exclusively at ENGAGE 2025: The Builder Test-Out Exam - 90 minutes

Complete the instructor-led, Builder Learning Path - 4, 3 hour sessions available through Smartsheet University

Complete the at-home Builder Path Test-Out Activity and 25-question multiple-choice exam - estimated time to complete: 4 hours

Have previously earned one of the following:

Core Product Certification

Project Management Certification

Control Center Lead Certification

Control Center Blueprint Builder Certification

 

 

*Smartsheet Professional Certification is NOT being offered at ENGAGE 2025. Review additional information about the certification on Smartsheet University.

View full session details

User Level

Introductory

Industry

All Industries

Advanced power-user tips to up-level your Smartsheet experience

November 7

10:30AM - 11:30AM

Breakout Session

Join our session to uncover strategies that will transform your Smartsheet experience. We’ll cover powerful automation tips that will help you manage work at scale utilizing the functionality of the core Smartsheet app.

View full session details

Content Track

Scale at any stage

User Level

Advanced

PMI Credits

1

Speaker

John Hutchinson, Rob Walzer

Industry

All Industries

Location

Ballroom 1 - Level 5

Organize, curate, collaborate: Managing work in Smartsheet

November 7

10:30AM - 11:30AM

Breakout Session

Effective work management is more than just task tracking — it’s about structuring work to connect teams, streamline collaboration, and position your organization for long-term success. In this session, we’ll explore practical ways to reduce clutter and boost visibility, helping stakeholders quickly find what they need. You'll leave with actionable strategies to effectively organize and curate work using features like collections and more.

View full session details

Content Track

Intelligent work management fundamentals

User Level

Intermediate

PMI Credits

1

Speaker

Grant Frazier, Michelle Serr, Parker McCorkle

Industry

All Industries

Location

Ballroom 3 - Level 5

How to evolve your PMO

November 7

10:30AM - 11:30AM

Breakout Session

What does it take for your PMO to become adaptive, drive collaborative results, and deliver value? Join us in this session to learn how to deliver results with standardized project execution, provide actionable portfolio insights, and enforce performance governance, all with a focus on value realization.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

PMI Credits

1

Speaker

Alexis Felton, Chika Monu

Industry

Consumer Goods, Education, Retail, Manufacturing, Financial Services, Nonprofit, Technology, Telecommunications

Location

Ballroom 2 - Level 5

Automatically populate form fields using query strings

November 7

10:30AM - 11:30AM

Breakout Session

The query string is a powerful feature built into Smartsheet forms that allows default values to be passed into a form when it’s opened by an end user. Query strings can be hardcoded with values, or dynamically built using Smartsheet formulas. We’ll cover how to use QR codes with built-in query strings to identify the source of a form submission and how to use query strings with update requests to gather additional information post-submission.

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Content Track

Scale at any stage

User Level

Advanced

PMI Credits

1

Speaker

Samuel Perez, Chad Eiring

Industry

All Industries

Location

Signature Room - Level 5

Smartsheet for Agile and hybrid project management

November 7

10:30AM - 11:30AM

Breakout Session

Unlock the power of Agile and hybrid project management. This session will demystify what these terms mean and illustrate when and why each approach excels, using real-world Smartsheet examples and current customer uses. Learn how organizations are currently leveraging these methodologies using new views (like board and timeline) to plan, pivot, and deliver. You’ll learn how customers are tracking progress and keeping leadership in the loop, and leave with practical ideas you can apply to your own work — whatever your role or industry.

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Content Track

Intelligent work management fundamentals

User Level

Intermediate

Speaker

Eleanor Ritchie, Lulu Richter

Industry

All Industries

Location

Terrace Suite

I just got back from ENGAGE. Now what?

November 7

10:30AM - 11:30AM

Breakout Session

This session aims to help attendees apply learnings from the ENGAGE conference to their organizations. Sr. Solutions Consultants Tessa Jaillet & Alex Corcoran,  will share practical strategies based on their experience with hundreds of customer implementations. Topics include key steps to successfully rolling out a new solution, how to effectively capture feedback and enhance an existing solution, and building Smartsheet skills through SmartU's learning and certification options. Don’t let your momentum stop at the airport and ensure your Smartsheet success continues long after the event ends.

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Content Track

Business insight & impact

User Level

Introductory

Speaker

Alex Corcoran, Tessa Jaillet

Industry

All Industries

Location

420

Taking Automation workflows to the next level

November 7

10:30AM - 11:30AM

Breakout Session

Know the basics of automation, but want to dive deeper? This session covers more 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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Content Track

Intelligent work management fundamentals

User Level

Introductory

Speaker

Cicero .

Industry

All Industries

Location

424

Changing minds with charts and storytelling

November 7

12:00PM - 1:00PM

Breakout Session

A good chart shows data. A great story drives a decision. In this session, you’ll learn the art of turning raw numbers into a compelling narrative that wins hearts and minds. We will show you how to use advanced charting techniques to craft visualizations that highlight critical insights and persuade even the toughest audiences. Leave with the ability to create visual, data-driven stories that align teams, accelerate decisions, and get your projects the green light.

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Content Track

Business insight & impact

User Level

Advanced

PMI Credits

1

Speaker

Kendra Michaels, MSPM, PMP

Industry

All Industries

Location

Ballroom 2 - Level 5

Building high-impact forms to power your workflows

November 7

12:00PM - 1:00PM

Breakout Session

Unlock the full power of Smartsheet forms as a foundation for more efficient processes. In this session, you'll learn how to use forms not just to collect information, but to drive action. Capture approvals, gather updates from stakeholders, fill out documents, and trigger automated workflows. We’ll explore dynamic fields, conditional logic, and seamless sheet integration to help you build forms that turn manual steps into streamlined, end-to-end automation that keeps everything moving.

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Content Track

Intelligent work management fundamentals

User Level

Introductory

Speaker

Brian Bolduc

Industry

All Industries

Location

Ballroom 3 - Level 5

Your portfolio on autopilot: Building workflows that do the heavy lifting

November 7

12:00PM - 1:00PM

Breakout Session

Tired of chasing updates and approvals? In this session, you will learn how to automate the entire portfolio lifecycle with Smartsheet. From intake and prioritization to approvals, project provisioning, task assignments, status updates, outstanding task alerts, and reporting, you can do it all using a combination of AI and low-code/no-code automation. Discover how Smartsheet Control Center, workflows, and dashboards can help you reduce busywork and free up your time to focus on driving outcomes.

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Content Track

Smartsheet solutions at work

User Level

Intermediate

Speaker

Don Cameron, Joshua Lewis, Larry Gomez

Industry

All Industries

Location

Ballroom 1 - Level 5

Unlock creative flow: Smartsheet setup for marketing project success

November 7

12:00PM - 1:00PM

Breakout Session

This session will share best practices and recommendations for marketers and creatives building Smartsheet solutions. You’ll walk away with a practical guide you can use for your own setup — or share internally to support your team. We’ll also explore the latest Smartsheet features, including new views, the new in-app Control Center, File Library, and Brandfolder,.

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Content Track

Business insight & impact

User Level

Intermediate

PMI Credits

1

Speaker

Karen Pytel, Tygre Hamilton

Industry

All Industries

Location

420

Smartsheet on Smartsheet: How Smartsheet manages ENGAGE

November 7

12:00PM - 1:00PM

Breakout Session

Have you wondered how Smartsheet uses Smartsheet to plan ENGAGE? Board view helped us plan and manage all 70 sessions, while forms and Data Shuttle kept senior leadership updated on conference progress. Tracking attendee numbers, revenue, demographics, and more can be a complex and time-consuming process. Learn how Smartsheet makes it easier, cutting the effort down to just minutes each week.

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Content Track

Smartsheet solutions at work

Speaker

Cicero .

Location

Terrace Suite

Grab & Go Lunch

November 7

1:00PM - 1:30PM

Attendee Meals

Your final takeaway: A complimentary to-go lunch! Grab your meal and your connections, and have a productive afternoon.

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Location

Levels 4 & 5