Automation & AI unleashed. Real outcomes. Peer strategies. Enterprise impact.

A private, in-person summit on enterprise automation. Hands-on learning, unfiltered case studies, and high-value networking — no vendor pitches.

Why You're Here

A summit that respects your time.

Three commitments that have defined LEANutopia for twelve years — and the reason senior automation leaders return each year.

No vendor pitches.

Peer-driven content only. Unbiased, unencumbered by product agendas — just what's working at companies like yours.

Real case studies.

Before and after results from named enterprises. The wins, the missteps, and the actual ROI figures behind them.

Hands-on learning.

Immersive sessions, deep roundtables, and direct access to practitioners. Not a passive conference.

The Program

A single, well-paced day.

Six hours of curated content, an extended roundtable, and a cocktail hour built for the conversations that happen between sessions.

01

1:00 — 1:15 PM

Welcome & Opening Remarks

Event vision, goals, and spotlight on agentic AI, enterprise automation, and transformative integration.

Opening
Mark Orzen, CEO

02

1:15 — 2:30 PM

GenAI & Enterprise Automation Foundations

GenAI LLM models & corporate expectations. Leveraging, adapting, and integrating AI technologies. Governance, security strategies, and risk management. Intake blueprints, ROI justification, investment budgeting. Grants, credits, and tax relief opportunities.

Keynote
Governance ROI

03

2:30 — 3:50 PM

Enterprise Automation in Practice — Peer Case Studies

The platforms, the patterns, and the people running them in production.

Featured technologies:

• UiPath — agentic capabilities, workflow design, Maestro orchestration, bots, and the latest AI advancements.
• Precisely — Automate Studio and Automate Evolve in production, including the new agentic overview and MCP innovations.

Peer spotlights — before-and-after case studies with practical takeaways:

• Jason King, Global Master Data Specialist, Loparex Corp.
• Robert Adkins, MDM Specialist, Ashland Chemical.
• A senior practitioner from a global pharmaceutical manufacturer's Global Applications Management team.

04

3:50 — 5:00 PM

Peer-to-Peer Discussions & Wrap-Up

Extended open roundtables for sharing experiences, deep Q&A, cross-pollination of ideas, and key takeaways from the day. Signature CPS raffle picks and closing remarks.

Roundtable Q&A
Open format

05

5:00 — 7:00 PM

Cocktail Hour & Networking

Relaxed mingling, premium appetizers, drinks, and deeper connections with automation leaders, innovators, and practitioners.

Hosted Networking

The Setting

Inn Walden — an exurban oasis in the Western Reserve.

For the second consecutive year, LEANutopia is hosted at the esteemed Inn Walden in Aurora, Ohio — Ohio's only AAA Five Diamond-rated inn and a Travelers' Choice honoree. The award-winning Spa Walden is ranked among Spas of America's Top 100 Spas of 2025.

Hosted & Facilitated By

Clear Process Solutions.

CPS is a leading enterprise automation and AI consultancy, streamlining the value of data and people through business process automation, RPA, and agentic AI-driven solutions. Our vision is to be the most trusted automation planning and enablement partner globally — delivering strategic alignment and cutting-edge outcomes for enterprise transformation.

The History

Twelve years, one quiet conviction.

Founded in 2014 to enlighten and humanize end-user communities navigating digital transformation — detached from feature-driven narratives and vendor sales agendas.

“LEANutopia brings together advancing innovation ideas in a venue that is well organized to share ideas and impact worthwhile causes.”

— Moen, Inaugural Host

“Invaluable process ideas that can scale automations into the enterprise. Appreciate hearing from other SAP global leaders.”

— SAP Leadership, Returning Attendee

“Unique, unbiased, and unencumbered by product vendors — sharing BPA, RPA ideas, ROI, and best practices.”

— Dave Drake, Marathon Petroleum

Where to stay.

We recommend staying at Inn Walden if rooms are available. Below, a curated set of alternatives within ten minutes of the venue.

Reserve a place at the table.

LEANutopia is an invitation-only gathering. Tell us a little about your work and we'll be in touch within two business days to confirm your seat.

When
Wed · July 15, 2026 · 1:00 PM EST

Where
Inn Walden · Aurora, Ohio

Format
In-person only

Investment
Complimentary for qualifying enterprise practitioners

Travel
Limited travel credits available — inquire

LEANutopia Registration
№ LU·2026·07·15

The Agenda subject to change. All sessions are in-person only at Inn Walden, Aurora, Ohio.