OneSmarsh FORWARD 2024

Let’s look forward together and unite to accomplish more

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Atlanta, January 22-24 | Bangalore, February 1-2

Atlanta

January 23-24

Americas & EMEA Employees

Bangalore

February 1-2

India & APAC Employees

Two days of alignment, connection, and inspiration.

EVENT AGENDA – ATLANTA

Monday, January 22

TIME EVENT AUDIENCE LOCATION
1-5pm E-Staff Offsite E-Staff Members Grand Ballroom
6-8 PM Welcome Reception All Attendees The Atrium at Omni Hotel Atlanta

Tuesday, January 23

Times and locations are subject to change

TIME EVENT SPEAKERS LOCATION
7:30-8:30 AM FUEL UP
Catered Breakfast
International Ballroom
Day 1 — Morning Sessions
8:30 – 10:30 AM
Start Your Engines!
Welcome to OneSmarsh FORWARD
Kim Crawford Goodman
Step Inside the Driver’s Seat
Customer Panel Conversations
Rohit Khanna
with customer guest speakers
Put the Pedal to the Metal in 2024
Financial Update
Mike Cagle
Andre Lagler
Alex OpBroek
Turbo Charge the Year
with our 2024 Rally Cry
Thad Trapp
Tom Padgett
Goutam Nadella
Mike Cagle
Grand Ballroom
15-Minute Pit Stop
10:45 – 12:30 PM
The Enterprise Circuit Tom Padgett
Securing our Pole Position: Product
& Technology Vision
Goutam Nadella
Vinay Mehta
The Corporate Circuit Sheldon Cummings
Missy Ojigho
Lanika Mamac
Ronny Swor
Maya Keekattil
Grand Ballroom
12:30 – 1:45 PM FUEL UP!
Catered Lunch Break
International Ballroom
Day 1 — Afternoon Sessions
1:45 – 3:15 PM We Race as OneSmarsh – Guiding Principles Launch Kim Crawford Goodman
Leander LeSure
Core Project Team
Grand Ballroom
15-Minute Pit Stop — Transition to Breakout Sessions
All People Managers should attend Leading as OneSmarsh
All Individual Contributors should attend Fueling Team Success: Collaboration in Action
3:30 – 4:45 PM
Leading as One Smarsh
All People Managers
Leander LeSure
Shannon Wellman
Grand Ballroom
Fueling Team Success:
Collaboration in Action

Individual Contributors
Build-A-Bike activity International Ballroom
4:45pm-5pm Day 1 – Wrap Up International Ballroom
6:30-8:00pm Evening Event* College Football Hall of Fame
Adjacent to Omni hotel

*All employees are encouraged to wear their favorite team colors and swag for the evening event!

Wednesday, January 24

Times and locations are subject to change

TIME EVENT PRESENTED BY: LOCATION
7:30-8:30 AM FUEL UP
Breakfast
International Ballroom
Day 2 — Breakout Sessions ROUND 1
Two rounds of choose-your-own sessions. Attendees can decide which session to attend first, then rotate to their second session during the 15-minute “pit stop” break
8:30 – 9:30 AM
Driving White Glove Service Andrew Hill
Rohit Khanna
Punita Bhagi
Sanjay Pathak
John Fronius
International Ballroom A
The Secret to Sales: Accelerating Into New Accounts & Overcoming Hurdles Patrick Palomo
Sean McKeveny
Brian Binkoski
Riley Lambert
International Ballroom B
Generative AI: Smarsh Paves the Way Brandon Carl International Ballroom C
Capture: Firing on All Cylinders Blane Warren
Guy Levit
International Ballroom D
15-Minute Pit Stop
Day 2 – Breakout Sessions ROUND 2
9:45 – 10:45 AM
Driving White Glove Service Andrew Hill
Rohit Khanna
Punita Bhagi
Sanjay Pathak
John Fronius
International Ballroom A
The Secret to Sales: Accelerating into New Accounts & Overcoming Hurdles Patrick Palomo
Sean McKeveny
Brian Binkoski
Riley Lambert
International Ballroom B
Generative AI: Smarsh Paves the Way Brandon Carl International Ballroom C
Capture: Firing on All Cylinders Blane Warrene
Guy Levit
International Ballroom D
15-Minute Pit-Stop – Transition to Grand Ballroom
11:00 – 12:00 PM Closing Remarks Kim Crawford Goodman Grand Ballroom
12:00 – 1:00 PM FUEL UP
Lunch
Grand Ballroom

EVENT AGENDA – BANGALORE

1-2 February 2024

All sessions hosted at The Conrad Bengaluru Hotel

Thursday, 1 February

Times and locations are subject to change

TIME EVENT SPEAKERS LOCATION
9:30 – 10:00am Coffee Service Outside Grand Ballroom
10:00 – 10.30 am Welcome Event MC Grand Ballroom
10:30 – 11:45 am
Start Your Engines!
Welcome to OneSmarsh FORWARD
Kim Crawford Goodman
Step Inside the Driver’s Seat
Customer Conversations
Rohit Khanna
Goutam Nadella
Grand Ballroom
11:45 – 1:15pm
Turbo Charge the Year
with our 2024 Rally Cry
Kim Crawford Goodman
Rohit Khanna
Vinay Mehta
Goutam Nadella
Securing Our Pole Position: Product and Technology Vision Vinay Mehta
Goutam Nadella
Grand Ballroom
1:30-2:45pm FUEL UP!
Catered Lunch Break
Outside Grand Ballroom
2:45pm-4:15pm We Race as OneSmarsh
(Guiding Principles Launch)
Kim Crawford Goodman
Leander LeSure
Core Project Team
Grand Ballroom
30-Minute Pit Stop — Transition to Breakout Sessions
All People Managers should attend Leadership Expectations
All Individual Contributors should attend Collaborating as OneSmarsh
4:45-6:00pm
Leading as OneSmarsh
People Leaders
Leander LeSure
Shannon Wellman
Junior Ballroom
Fueling Team Success: Collaboration in Action
Individual Contributors
Team Activity Grand Ballroom

Friday, 2 February

Times and locations are subject to change

TIME EVENT SPEAKERS LOCATION
9:30 – 10:00am Coffee Service Outside Grand Ballroom
10:00 – 10.45 am Welcome Event MC Grand Ballroom
10:45 – 11:45am Driving White Glove Service Rohit Khanna Grand Ballroom
11:45 – 12:45pm Generative AI: Smarsh Paves the Way Goutam Nadella Grand Ballroom
12:45-2:00pm FUEL UP!
Catered Lunch Break
Outside Grand Ballroom
2:00-3:00pm Capture: Firing on All Cylinders Goutam Nadella Grand Ballroom
3:00-3:15pm Closing Remarks Kim Crawford Goodman Grand Ballroom
Break
Space will be provided for groups to refresh and dress for the evening event and store any baggage.
There will also be engaging team building activities in and around the Grand Ballroom during this time.
3:15-3:45 pm FUEL UP!
Coffee Service
5:30pm onwards Colors of India
Evening Event, followed by drinks and dinner
Grand Ballroom

RSVP closed as of 12/4/2023

Contact onesmarshforward@smarsh.com with questions.

FAQ

Event Details

There are two events – one in Atlanta for our employees in the Americas and EMEA, and one in Bangalore for our APAC employees.

ATLANTA
January 23-24
Atlanta, GA
Omni Atlanta at Centennial Park
Americas and EMEA employees

BANGALORE
Feb 1-2
Bangalore, India
Conrad Bengaluru Hotel
APAC employees

We are actively working on building the agenda. There will be a wide range of sessions – you can expect to learn more about Smarsh, our market, and our customers, and the future vision for our products and technology. There also will be opportunities to engage in individual and team development, as well as networking and socializing. The agenda will be posted on the OneSmarsh FORWARD event site as it becomes available.

All full-time Smarsh employees and select partners are invited to attend their regional event. Some members of leadership will attend both events.

All activities at OneSmarsh FORWARD Atlanta and OneSmarsh FORWARD Bangalore are for employees and select partners only.

We encourage everyone to attend, however we understand there may be individuals unable to travel. While the event programming will be hosted live, we may record certain sessions and make them available after the event.

Smarsh does not have a formalized dress code for this event. In the office, most individuals dress in comfortable, casual yet professional clothing, appropriate for a business setting. When in doubt, we advise business casual or something you would feel confident in while meeting with a client.

Atlanta – For the evening event on Tuesday at the College Football Hall of Fame, you are encouraged to represent your favorite team by wearing their colors or apparel.  

Registration

Register for OneSmarsh FORWARD by completing the RSVP form.

Yes, please! You must complete the RSVP and Registration form even if you are not planning on attending. This will let us know you are unable to attend.

Some individuals may be attending both events. If this is the case, please submit two separate registrations for each event.

Reservation changes will be allowed on a case-by-case basis and should be limited to extenuating circumstances only. Examples include business-related conflicts, personal or family emergency, or if requested by your direct leader.

To request a change to your reservation, please contact
onesmarshforward@smarsh.com.

Please contact onesmarshforward@smarsh.com to let us know of your documentation status. We will work with you to accommodate changes in your registration based on your travel status.

We are planning to accommodate all major dietary restrictions when serving food. This includes providing options for vegetarian, vegan, gluten-free, and other major allergens.

If you have allergies or dietary restrictions you would like to have covered, please ensure you have included this information in your BambooHR profile. This field can be found under BambooHR >> My Info >> Personal.

Travel and Accommodations – ATLANTA

We have partnered with AMEX Global Business Travel Groups for this event.

Travel will be booked using an individual travel request form. After completing your registration on the OneSmarsh FORWARD website, you may access and submit the form directly to AMEX Groups.

The form can be found HERE.

How to Use the AMEX GBT Groups Request Form

  • Save a local copy of the form and complete the required fields.
  • Email the completed form to us.t4mgrouptravel@amexgbt.com
  • Include the meeting name One Smarsh FORWARD N*30893- PCC- 2A7K – Group ID-30893 in the subject line.
  • Please allow 3 business days for processing of this reservation.

Once you receive your itinerary, please review it immediately. If you have any questions or concerns, please call the Group Travel department at 1-669-210-8002 or email us.t4mgrouptravel@amexgbt.com within 24 hours.

If you are attending OneSmarsh FORWARD on Tues, Jan 23 and Weds, Jan 24, please plan to arrive on Monday, Jan 22. OneSmarsh FORWARD will conclude at 12pm ET on Jan 24, with an optional lunch following. Please plan to depart on Jan 24. If you are unable to secure a return flight on Jan 24, please obtain manager approval before extending your stay.

After your flight is ticketed, changes will be allowed on a case-by-case basis and should be limited to extenuating circumstances only. Examples include business-related conflicts, personal or family emergency, or if requested by your direct leader.

Smarsh Total Rewards has partnered with AIG Accident and Health to provide business travel accident insurance along with travel assistance services. AIG is available 24 hours a day, 7 days a week.  Learn more about AIG and access your travel card here. Contact Total Rewards at total.rewards@smarsh.com with any questions.

We have partnered with AMEX Groups to ensure our teams have flight support before, during, and after the event.

Virtual Flight Monitoring
Contact AMEX directly for support by emailing T4MSupport@amexgbt.com.

Jan 21 – 6am-5pm ET
Jan 22 – 5am-4pm ET

If you need support outside of these set hours, please contact your airline directly.

Onsite Flight Support

An AMEX representative will be available onsite at the event Jan 24-25 to support departing flights. The AMEX desk will be located near the hospitality suite, outside the Oak Room.

Individuals staying for kickoffs happening post-OneSmarsh FORWARD will be invited directly by leadership and should book travel accordingly.

If you are unsure whether you should be staying, please contact your leader.

Smarsh will reserve a hotel room block at the Omni Atlanta at Centennial Park. Each attendee will be assigned a private hotel room. Hotel information will be provided after registration and travel booking is completed.

Individuals who will be driving to the event in Atlanta are eligible for a hotel room. When registering on the event website, we will ask you to indicate whether you are driving or flying. After registration is received, we will reach out with hotel accommodation information.

Travel and Accommodations – BANGALORE

We have partnered with AMEX Global Business Travel Groups to book flights for this event. Travel will be booked using an individual travel request form. Individuals must have approval from their manager, E-Staff or C-Staff leader to request travel for the Bangalore event.

  1. Please fill out the linked form with your correct details no later than 5th Jan 2024
  2. The Amex Flight Booking team will reach out to you directly and share the flight ticket options.
  3. Please respond to the Amex Flight Booking team within 24 hours of receiving your ticket options to ensure your flights are reserved.
  4. Based on your selection, the final flight tickets will be booked by the Amex Flight Booking team and shared with you via email.

Please note that Smarsh is not arranging any group ground transportation between the airport and the hotel. The Smarsh event team will share your hotel reservation confirmation latest by 9th Jan 2024.

The event will take place at the Conrad Bengalaru Hotel. Smarsh will reserve a hotel room block for individuals traveling from outside of Bangalore. Hotel information will be provided after registration and travel booking is completed.

Smarsh Total Rewards has partnered with AIG Accident and Health to provide business travel accident insurance along with travel assistance services. AIG is available 24 hours a day, 7 days a week.  Learn more about AIG and access your travel card here. Contact Total Rewards at total.rewards@smarsh.com with any questions.

Expenses and Reimbursement

Smarsh will cover all costs related to the event. Some will be paid in advance by Smarsh such as airfare, hotel, and food/beverage during the event days. All other costs incurred while traveling will be paid out-of-pocket by the employee and will need to be submitted for reimbursement after the event. This includes airport parking/Uber/Lyft, checked baggage, food consumed while traveling or outside of the event hosted meals, etc.

Any food or beverage purchased on days when the company is already providing meals will not be eligible for reimbursement. For example, if you choose to purchase lunch on a day when the company provides a lunch buffet, it will not be reimbursable.

All out of pocket costs will be governed by our Global Travel & Reimbursement Policy. Questions related to the Global Travel & Reimbursement Policy can be directed to workplaceservices@smarsh.com.

We ask that you please hold on submitting your expenses until after the event has concluded. Expenses must be submitted through Chrome River and allocated to project 309269 – Smarsh Forward 2024. All expenses must be submitted into Chrome River by February 29, 2024.

For instructions on how to create an expense report in Chrome River, please refer to the Chrome River Expense Report How-To Guide.

We want to support individuals who are interested in pairing vacation time around these events. Any additional costs beyond the OneSmarsh FORWARD event (i.e. flight changes, additional hotel nights, food, etc.) will be at the expense of the individual. The individual will also be responsible for managing any additional travel or accommodation arrangements.

Please ensure you have approval from your manager to arrange for additional travel and PTO. Once approved, you may indicate your plans on the travel request form when booking travel with AMEX GBT Groups.

If you need further support, you can contact onesmarshforward@smarsh.com .

If you will be traveling internationally and you need support securing entry documents, please contact your manager and Mari Strange, Sr. Immigration Specialist (mari.strange@smarsh.com).

Team Coordination

We want to enable all employees to attend, including those who oversee critical services, work on shifts, or provide 24/7 coverage to customers. Please collaborate with your leaders to organize a schedule that will allow your team to attend sessions while also maintaining business needs. This may mean creating or adjusting shifts to ensure coverage.

We kindly ask that leaders inform us of any plans or additional collaboration space needed no later than Nov 22 by contacting onesmarshforward@smarsh.com.

Teams wishing to plan additional time together must work directly with their CxO leader to get approval and funding.

If additional department events are approved, please notify onesmarshforward@smarsh.com by Nov 15 to ensure proper coordination with the larger event.

For all other questions, please email us at onesmarshforward@smarsh.com.

© 2023 OneSmarsh FORWARD