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Athennian Day 2025

A one-day virtual event for the people building better governance operations

Join top voices from legal, tax, finance and compliance to explore how modern teams are harnessing governance ops to scale efficiently and stay ahead of risk. Tune in for expert-led talks, product deep-dives and real-world customer strategies you can put to work right away.

Nov 6th 2025
10:00 AM - 3:00 PM EST

Who it’s for

Legal Ops

See how high-performing teams are scaling smarter, reducing jurisdictional complexity and unlocking visibility across departments.

Finance Leaders

Learn how finance teams are integrating with legal workflows to improve audit readiness, boost data accuracy and enable better decision-making.

Tax Teams

Move beyond compliance checklists with automated tools to maintain clean structures, support planning and stay in sync on fast-moving updates.

Compliance Pros

Explore what’s changing in global entity management, how to avoid blind spots and what smart, future-ready compliance looks like.

Speakers

Jack Newton

Chief Executive Officer, Clio
Keynote: The Future of Governance Operations

Jonathan Balkin

Head of North America & Global Head of Private Equity & Credit, Alpha Alternatives
What’s New & What’s Next in Governance & Fund Ops

Jordan Wappler

Senior Vice President, K1 Investment Management
What’s New & What’s Next in Governance & Fund Ops

Jonathan Pelter

Associate Director, Compliance, Vista Equity Partners
Customer Panel with Q&A

Kerri Reuter

AVP, Legal Counsel, SageSure
Customer Panel with Q&A

Michele Museyri

Director of M&A & Private Equity Sales Practice Lead, HSP Group
Balancing Speed & Compliance in M&A Transactions

Randy Worzala

Co-founder & Head of Growth, HSP Group
Balancing Speed & Compliance in M&A Transactions

Adrian Camara

Chief Executive Officer, Athennian
Welcome & Opening Remarks

Josh McKissock

Director of Customer Success, Athennian
Customer Panel with Q&A

Carlos Ramos

VP of Revenue, Athennian
Athennian Innovator Awards

David Barak

Chief Growth Officer, Athennian
Closing Remarks

Inbal Lev

Director of Product, Athennian
Product Roadmap & Innovations, What’s New & What’s Next in Governance & Fund Ops
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Agenda

10:00 – 10:15 AM
Welcome & Opening Remarks

Greetings and an overview of what to expect, the day’s agenda and key speakers.

Speaker:

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Adrian Camara

Chief Executive Officer, Athennian

10:15 – 10:45 AM
Keynote: The Future of Governance Operations

Two leaders shaping the future of legal tech — Jack Newton of Clio and Adrian Camara of Athennian — come together for a dynamic conversation about the evolution of governance operations, lessons learned from scaling legal technology and where the next wave of innovation will take the industry.

Speakers:

Bald man with a beard wearing a gray suit jacket, white shirt, and pocket square.

Jack Newton

Chief Executive Officer, Clio

Man with dark hair wearing a white shirt against a light blue background, looking confident.

Adrian Camara

Chief Executive Officer, Athennian

10:45 – 11:15 AM
Product Roadmap & Innovations

Get a look at updates on new features and upcoming developments and hear about the future vision for Athennian and how it aligns with market needs.

Speaker:

Smiling woman with long dark hair in gray blazer and blue shirt standing against a gray wall.

Inbal Lev

Director of Product, Athennian

11:15 – 11:30 AM
Break
11:30 aM – 12:15 PM
What’s New & What’s Next in Governance & Fund Ops

This engaging panel brings together diverse perspectives on today’s governance and operational landscape. Hear how organizations are tackling emerging challenges, strengthening collaboration across teams and leveraging technology to stay agile, efficient and compliant in a rapidly evolving environment.

Speakers:

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Jonathan Balkin

Head of North America & Global Head of Private Equity & Credit, Alpha Alternatives

Portrait of a man with glasses, beard, and mustache wearing a navy suit and patterned tie.

Jordan Wappler

Senior Vice President, K1 Investment Management

Smiling woman with long dark hair in gray blazer and blue shirt standing against a gray wall.

Inbal Lev

Director of Product, Athennian

12:15 – 1:00 PM
Lunch Break
1:00 – 1:45 PM
Balancing Speed & Compliance in M&A Transactions

Explore how organizations can accelerate M&A transactions without compromising compliance by aligning process, technology and expertise.

Speakers:

Smiling woman with long brown hair wearing white top and small gold necklace against black background.

Michele Museyri

Director of M&A & Private Equity Sales Practice Lead, HSP Group

Man in a blue checkered blazer and white shirt looking ahead with a neutral expression.

Randy Worzala

Co-founder & Head of Growth, HSP Group

1:45 – 2:30 pM
Customer Panel with Q&A

Hear unique customer perspectives, engage with panelists, discuss challenges and solutions, and more.

Speakers:

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Rachel Hindson

Vice President, Legal, Guardian Capital Group

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Jonathon Pelter

Associate Director, Compliance, Vista Equity Partners

Smiling woman with long wavy brown hair against a black background.

Kerri Reuter

AVP, Legal Counsel, SageSure

Smiling man with short light brown hair, beard, and blue eyes wearing a black shirt.

Josh McKissock

Director of Customer Success, Athennian

2:30 – 3:00 PM
Athennian Innovator Awards

Celebrate customer innovation and excellence as we announce the recipients of the inaugural Athennian Innovator Awards.

Speaker:

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Carlos Ramos

VP of Revenue, Athennian

Closing Remarks

Hear final thoughts and closing remarks as we finish the day.

Speaker:

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David Barak

Chief Growth Officer, Athennian

Why attend?

  • Hear from real customers solving complex challenges with modern tools
  • Get inspired by leaders shaping the future of governance ops
  • Connect with peers facing similar challenges
Four professionals labeled Tax & Legal Advisory, Technology Integration, Change Management, and Implementation Partners.

Save your seat today

Don’t miss the chance to connect with peers and gain actionable insights, real solutions and a sharper vision for what effective governance operations will look like in 2026.

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