By Invitation · 2026
LEANutopia

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.

AAA Five DiamondThe Venue
Hosted at Inn Walden,
Aurora, Ohio
JUL · 15 · 2026In-Person Only1:00 — 7:00 PM
One day. No fluff. Enterprise leaders sharing what actually worked — and what didn't — so you leave with strategies you can execute Monday morning.
— The LEANutopia Promise, Since 2014
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

Automation AI Fundamentals

Today's enterprise automation landscape is shifting faster than most organizations can govern. This session cuts to what matters now.

  • Efficiency Drivers & The Maturity Curve — The operational forces demanding action today, where organizations stand on the automation maturity curve in 2026, and what has changed since last year.
  • Departmental Fast vs. Enterprise Scale — Why point solutions stall and how to architect for scalability without sacrificing speed — including where agentic AI and orchestration fit as the connective tissue of enterprise automation.
  • Blueprinting, COE Justification & Funding — How to map your automation landscape, build the internal business case, and qualify for grants, tax credits, and technology investment relief.
KeynoteGovernanceROIRehmann
03
2:30 — 3:50 PM

Enterprise Automation in Practice — Peer Case Studies

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

Integrated automation architectures that enable LLM flexibility, deliver agentic, bot, and workflow capabilities, and connect core ERP, CRM, and PLM platforms — reducing TCO while maximizing profitable growth.

Agentic AILLM FlexibleERP / CRM / PLMUiPathPreciselyClaude · Anthropic

Each speaker shares a focused before-and-after story: the problem, the solution, and the measurable outcome.

  • James Starbuck, Director, Enterprise Data Management, HP Hood LLC.
  • - Master Data Strategy
  • Jason King, Global Master Data Specialist, Loparex Corp.
  • Robert Adkins, MDM Specialist, Ashland Chemical.
  • Senior Practitioner, Global Applications Management, Global Pharmaceutical Manufacturer.
FeaturedUiPathPreciselyMicrosoftClaude · Anthropic
4 case studies
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.

RoundtableQ&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.

HostedNetworking
Inn Walden

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

The Setting

Inn Walden — an exurban oasis in the Western Reserve.

Inn Walden · Aurora, OH

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.

AAAFive Diamond Rated
4.7Guest Rating
Top 100Spas of America 2025
2nd YearLEANutopia Host
We expect another full house — request your seat early to secure your spot.
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.

2013Practicing Since
$87MMonthly Payments Processed
120+Automations Deployed
55%Avg Output Increase
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.

12Years of LEANutopia
Since 2014, growing every year
XIEditions, multiple venues Cleveland · Canton · Dearborn · Aurora
Award-winning methodology Peer-reviewed, vendor-unencumbered

“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
Nearby Accommodations

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.

HotelStyleNotable FeaturesRating
Inn Walden HostLuxury boutique resortSpa, golf, fine dining, outdoor pool4.7★ ★ ★ ★ ★
Aurora Inn HotelHistoric / cozyIndoor pool, sauna, restaurant4.5★ ★ ★ ★ ☆
The Bertram InnFull-service innOutdoor pool, 2 restaurants4.1★ ★ ★ ★ ☆
Mario's International SpaSpa boutiqueSpa, indoor & outdoor pools3.7★ ★ ★ ½ ☆
Hilton Garden InnModern chainIndoor pool, business amenities4.4★ ★ ★ ★ ☆
Request Your Seat

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.

WhenWed · July 15, 2026 · 1:00 PM EST
WhereInn Walden · Aurora, Ohio
FormatIn-person only
InvestmentComplimentary for qualifying enterprise practitioners
TravelLimited travel credits available — inquire
LEANutopia Registration№ LU·2026·07·15
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