Intapp FY
2025 SKO

July 24 and 25


Agenda

Thursday July 25, 2024

time iconJuly 25, 2024 06:30 am

Financial Services - Real Asset's Strategy

Deep dive into Real Asset's strategy and goals for FY25.

speaker headshot

Amit Lalwani

speaker headshot

Frank Spadafora

time iconJuly 25, 2024 07:05 am

DAY 2: INDUSTRY STRATEGY & BREAKOUTS

Ben Harrison will introduce the industry programs for FY25, which will allow us to execute our strategy across the business. Then we'll break out into our respective industry sessions.   ** Please join only one live session. Sessions will be recorded and visible post-SKO.**

time icon

Industry Strategies

speaker headshot

Costa Harbilas

speaker headshot

Ben Harrison

time iconJuly 25, 2024 07:20 am

Financial Services – PCM & IB Strategies

Deep dive into the PCM & IB strategies and goals for FY25.

speaker headshot

Amit Lalwani

speaker headshot

Rudy Saad

speaker headshot

Brian Bissonette

time iconJuly 25, 2024 07:20 am

Legal Strategy

Deep dive into Legal's strategy and goals for FY25.

speaker headshot

Brent Bourque

speaker headshot

Laura Saklad

speaker headshot

Chris Kraft

time iconJuly 25, 2024 07:20 am

Accounting & Consulting Strategy

Deep dive into Accounting & Consulting's strategy and goals for FY25.

speaker headshot

Richard Hermann

speaker headshot

Tom Koehler

time iconJuly 25, 2024 08:10 am

08:10 AM - 08:30 AM - BREAK - Live Music Break

Join us for some live music

time iconJuly 25, 2024 08:30 am

DAY 2: DISCOVERY SKILLS WORKSHOPS & THE FY24 AWARD CEREMONY

Join Dan Smith, from WbD, as he guides us on stronger ways to ask questions during discovery, then break into our teams for a skills breakout session. Then we will all come back to the platform and close out SKO with our FY24 Award Ceremony!

time icon

Mastering discovery with your clients and prospects

speaker headshot

Dan Smith

time icon

Mastering Discovery Breakouts

Only applicable for CRM, CDA & ABM sellers. CRM, CDA & ABM team you have an invite on your calendar for your zoom breakout. For everyone else, please come back for the award ceremony!

time iconJuly 25, 2024 09:05 am

Award Ceremony

speaker headshot

Costa Harbilas

speaker headshot

Brent Bourque

speaker headshot

Amit Lalwani

speaker headshot

Richard Hermann

time iconJuly 25, 2024 09:25 am

Closing Remarks

speaker headshot

Costa Harbilas

Wednesday July 24, 2024

time iconJuly 24, 2024 07:00 am

Explore the Platform

Take some time to explore before we get started!

time iconJuly 24, 2024 07:15 am

DAY 1: COMPANY VISION & STRATEGIES 

We're kicking off SKO with key executives who will provide context on our compay strategy, financial drivers and our product vision for FY25.

time icon

Opening Celebration

speaker headshot

Costa Harbilas

time icon

Long-Term Company Vision & Strategy

speaker headshot

John Hall

time icon

Financial Drivers of our Long-Term Plan

speaker headshot

Dave Morton

time icon

Product Vision

speaker headshot

Thad Jampol

time iconJuly 24, 2024 07:50 am

7:50 AM - 08:00 AM - BREAK – Game time

Take a break, take quizzes 1 and 2 in the trivia center, test your knowledge!

time iconJuly 24, 2024 08:00 am

DAY 1: KEYNOTE & THE INTAPP GTM WAY

Get excited to hear Jacco VanerKooij share insights on leading GTM strategies tied to his newest book Revenue Architecture. Learn from our GTM leaders on how Intapp has adopted many of these strategies to unveal The Intapp GTM Way.

time icon

Jacco - Revenue Architecture

speaker headshot

Jacco VanderKooij

time icon

The Intapp GTM Way

speaker headshot

Don Coleman

speaker headshot

Scott Fitzgerald

speaker headshot

Costa Harbilas

speaker headshot

Duane Rusten

speaker headshot

Eldean Ward

speaker headshot

Jennifer Richard

time iconJuly 24, 2024 09:15 am

Closing Remarks

speaker headshot

Costa Harbilas

Frequently Asked Questions


Technology

Visit the Information Desk in the virtual lobby for immediate assistance. You can also reach out to intapp@getvfairs.io
If you're experiencing audio issues, check your device's volume, ensure browser has access to audio, refresh the page, test headphones, verify audio in another application, and go to your browser's settings to select the correct sound and camera options, as default devices may not be compatible; if problems persist, visit the Information Desk for support.
You can access the event platform from your laptop, desktop, or mobile. For the best experience we recommend using a laptop or desktop computer.
Google Chrome, Safari, Firefox, and Edge.

Sessions

SKO scheduled sessions will be held in the Auditorium. To access, simply click the Auditorium sign in the lobby. Note, the Discovery Breakouts for CRM, CDA & ABM team members will be held via Zoom. Calendar invites were sent out by managers with the Zoom links.
The Real Assets Strategy session is specifically for Financial Services (FS) teams. If you're part of the FS team, you should plan to join this early session at 6:30 AM PT/9:30 AM ET on Day 2 - July 25.

Discovery Breakouts

The Discovery Breakouts are for CRM, CDA + ABM team members and are hosted by their managers. These sessions will be held via Zoom. Please check the calendar invite sent by your manager for the Zoom link.
If you are a CRM, CDA + ABM team member please reach out to your manager and ask them to forward you the invite. If you are NOT a CRM, CDA + ABM team member please enjoy a break! Breakout rooms are only applicable to CRM, CDA + ABM team members + front-line managers.
In this engaging breakout session, CRM, CDA + ABM team members will receive practical skills and techniques to formulate and ask questions that uncover hidden insights, foster stronger relationships, and drive better decision-making.

Industry Booths

From the main lobby, click on the "Industry Booths" sign to enter the exhibition area.
At the Industry Booths, you can take quizzes to test your knowledge and review materials presented during the industry sessions. These activities provide deeper insights into each industry and offer opportunities to earn points on the Leaderboard.
The Industry Booths are accessible throughout the entire SKO event. You can visit during breaks or any time you're not attending a session.
Yes, you can earn Leaderboard points by visiting industry booths.

Partner Lounge

The Partner Lounge is a virtual space where you can explore booths from Intapp's technology and service partners, learn about their offerings, and interact with partner representatives.
From the main lobby, click on the "Partner Lounge" sign to enter the virtual partner exhibition area.
In the Partner Lounge, you can chat with partner representatives, download partner resources, and earn points on the Leaderboard by engaging with partner content.
The Partner Lounge is accessible throughout the entire SKO event. You can visit during breaks or any time you're not attending a session.
Yes, you can earn Leaderboard points by visiting the lounge and engaging with our partners.

Leaderboard

Yes, you can earn Leaderboard points by visiting the lounge and engaging with our partners.
Prizes will be awarded to the top ten points leaders and range from an Apple iPad to Visa gift cards. Visit the Trivia Zone tab on the navigation bar for more information.
In the event of a tie at any prize level, the participant who reached that point total first will be awarded the prize for that position. This encourages active participation throughout the event.

General

The SKO25 agenda can found by clicking the "Auditorium" tile in the command bar and then clicking "click here to join sessions".
Intapp's SKO25 runs on July 24-25. Day 1 is from 7:00-9:30 AM PDT (10:00 AM-12:30 PM EDT / 3:00-5:30 PM BST) for all attendees. On Day 2, the Financial Services team has an early session at 6:30 AM PDT (9:30 AM EDT / 2:30 PM BST), while the main program for all attendees starts at 7:05 AM PDT (10:05 AM EDT / 3:05 PM BST) and ends at 9:30 AM PDT (12:30 PM EDT / 5:30 PM BST).

Accessing the platform

If you received a registration email from vFairs (noreply@vfairs.com or noreply@getvfairs.io) with login instructions, please click "Login" underneath the "Intapp FY 2025 SKO" banner at the top of the scree, enter your Intapp email, receive code from vFairs, and then enter code into vFairs platform. If you did NOT receive an email with login instructions please click "Register" underneath the "Intapp FY 2025 SKO" banner at the top of the screen and follow the prompts
If you received an email from on Friday with login instructions, you are registered for the event. To login, please click "Login" underneath the "Intapp FY 2025 SKO" banner at the top of the screen, enter your Intapp email, receive code from vFairs, and then enter code into vFairs platform to login. If you did NOT receive an email with login instructions you need to register by clicking "Register" underneath the "Intapp FY2025" banner at the top of the screen
Click "Login" underneath the "Intapp FY 2025 SKO" banner at the top of the screen, enter your Intapp email, receive code from vFairs, and then enter code into vFairs platform.
If you did NOT receive an email with login instructions you need to register by clicking "Register" underneath the "Intapp FY2025" banner at the top of the screen