Thomson Reuters VANTAGE 2018

VANTAGE 2018 Worldwide Conference Curriculum

May 21 2018 version • Download PDF

VANTAGE 2018 Worldwide Conference Curriculum

Thomson Reuters invites you to the VANTAGE 2018 Worldwide Conference to be held in New York City.

This four-day conference offers a great opportunity for you to learn about innovations and new capabilities available in Thomson Reuters solutions. Our session curriculum will cover a wide range of topics and product lines designed to help users maximize their current software solutions, such as 3E, 3E Business Development, 3E MatterSphere, Enterprise, and much more! In addition, this event will offer several networking opportunities to share best practices and discuss industry trends with your peers.

This year's event is being held at the New York Marriott Marquis. The location cannot be beat. We have negotiated a special rate for this event, so be sure to book your room through our website. And watch for future communications for additional details.

Program Highlights

Download VANTAGE Worldwide Conference program guide.

 

Curriculum

The following is the most current VANTAGE 2018 Worldwide Conference curriculum (updated on May 21, 2018). New sessions will be added over the next few weeks. Be sure to bookmark this web page and revisit for the most current schedule.

For our ProLaw clients, we have designed a two-day conference ProLaw Summit at VANTAGE 2018 that include all ProLaw sessions. Please visit our ProLaw Summit at VANTAGE 2018 Curriculum page for details.

VANTAGE sessions qualify for CPE credit.

Sessions are listed as follows:

Focus areas:

Each icon represents a specific focus area within the firm, for example, Finance. The sessions and tutorials at VANTAGE have been designed for these focus areas.

BD  Business Development

F  Finance

IT  IT/Technology

M  Management

RC  Risk and Compliance

TL  Transactional/ Litigation

Schedule grid:

A quick reference schedule grid is located after the sessions list. Jump to the schedule grid »

Grid View
 
 

 

VANTAGE Showcase

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

3E - What's New and Product Roadmap

Hear directly from the 3E Product Management team about 3E current and future plans.

Astor Ballroom  (7th FL)

 

3:45 pm – 4:45 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Marquis B & C  (9th FL)

 

5:00 pm – 6:00 pm

GDPR: Options to Allow You to Address Data Privacy Requirements as You Desire

Attend this cross-product session to learn about the available options for 3E, MatterSphere, 3E Business Development and Enterprise to enable you to address data privacy requirements at your firm. Data Privacy is a hot topic and expected to get hotter aglobally. Explore the existing feature offerings with us and bring your questions and ideas on where data privacy is headed, to stay a step ahead of the regulators.

Grammercy & Olmstead  (7th FL)

Wednesday, June 20, 2018

 

2:00 pm – 3:00 pm

NEW! 3E Matter Pricing

This session will provide attendees with an overview and demonstration of 3E Matter Pricing, a new solution for pricing, budgeting and analytics that is intuitive for both attorneys and pricing professionals.

Columbia  (7th FL)

Thursday, June 21, 2018

 

10:45 am – 11:45 am

Elite Unplugged!

You want answers? We've heard you loud and clear that you want to hear unrehearsed and "non-corporate speak" answers to your lingering questions or concerns. Please join Joseph Samarco with Drinker Biddle & Reath as he puts the Elite executive team on the "hot seat" and facilitates what will hopefully be an unrehearsed and thought-provoking conversation with Elite’s Executive Management team. Joseph has pledged that he will put the Executive Management team to the task and will not let them dodge any of his questions! This session is bound to be lively and interesting as we explore everything from Elite's strategy to tactical initiatives that help shape the future of law firms and Thomson Reuters Elite products.

Astor Ballroom  (7th FL)

 

1:45 pm – 2:45 pm

The Truth About 3E in the Cloud from the First Firm to Go Live

Get the inside scoop on 3E in the Cloud by hearing about it firsthand from its earliest adopter – mid-size firm Gordon Arata. The live panel session and Q&A will give an overview of the drivers behind the firm’s decision to take 3E into the cloud and closely detail how its modules, configurations, and integrations were transitioned into this new environment.

Astor Ballroom  (7th FL)

 

3:00 pm – 4:00 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Duffy  (7th FL)

Insights & Outlooks

Thursday, June 21, 2018

 

10:45 am – 11:45 am

Artificial Intelligence Relevance

Artificial intelligence (AI) is a hot topic for seemingly every industry, and the legal industry is no exception. But how are firms putting AI to use, and what is the payoff? Join the session to see practical examples of AI improving the way the business of law is managed.

Empire & Hudson  (7th FL)

 

1:45 pm – 2:45 pm

Pricing Strategy: A Playbook for 2018

Law firms have been under unprecedented pressure to reduce prices or adjust payment structures since 2008, but only half of firms have made significant changes to their pricing models according to a 2017 study by Altman Weil. Join a lively discussion with your peers to find out which pricing models and methods have been most successful and why

Empire & Hudson  (7th FL)

3E MatterSphere

Tuesday, June 19, 2018

 

2:15 pm – 3:15 pm

3E Financial Reporting

Discover the Microsoft® Excel®-based application that offers highly formatted financial statements which accounting professionals can create, integrate and maintain. You’ll see how Financial Reporting promotes an accountant first approach by enabling accountants and business users to create their own Financial Statements without the support of IT. A product development roadmap will also be presented.

Marquis A  (9th FL)

Creating Customizations for 3E MatterSphere

Join this hands-on session to find out how to create custom controls and an Add-In for 3E MatterSphere. This session is aimed at developers.

Barrymore  (9th FL)

 

3:45 pm – 4:45 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Marquis B & C  (9th FL)

Unleashing the Power of 3E MatterSphere

Unleash the power of Elite’s enterprise business management system within your firm. You may be new to our integrated product suite or an expert looking to work smarter. If you’re curious and want to learn more, come and see how 3E MatterSphere, 3E Design Gallery, 3E Workspace and 3E complement each other. Join us for demonstrations and an open discussion where we will offer some best practice guidance and usability tips.

Duffy  (7th FL)

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

MatterSphere Developer Productivity

This session will cover areas such as MatterSphere debugging scenarios, creating and distributing custom controls, code re-use, and version control. This session is aimed at developers.  TUTORIAL

Barrymore  (9th FL)

 

11:00 am – 12:00 pm

3E MatterSphere - What's New and Product Roadmap

We’ve packed a lot into our latest release and we can’t wait to share the highlights with you. Join us for a discussion-led year-in-review where we will demonstrate key features and handy usability tips. Additionally, you'll hear what our strategic focus and key objectives are for 2018 and how we will achieve them.

Columbia  (7th FL)

Thursday, June 21, 2018

 

8:00 am – 9:00 am

3E MatterSphere and The Mobile Lawyer

Time is precious and we know how important it is to have the information you need when you need it, especially when you’re on the move. Join us for a use case based and demonstration led session where we will cover typical, and some not so typical, scenarios whilst leveraging 3E MatterSphere.

Duffy  (7th FL)

 

9:30 am – 10:30 am

3E MatterSphere Comprehensive Case/Matter Management

How is your firm tracking case progress and making sure the right steps are taken through the lifecycle of a case? Do you have a central location for Case/Matter information? Come and see how 3E MatterSphere provides a customizable Case/Matter Management solution that will meet the needs of your legal teams, and provides specific work type integration with 3E, flexible workflow tools complemented by document production capabilities, and more. In this session we will discuss our services approach, share previous solutions to law firm problems and hear from one of our clients.

Marquis A  (9th FL)

 

3:00 pm – 4:00 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Duffy  (7th FL)

3E Workspace

Tuesday, June 19, 2018

 

1:00 pm – 2:00 pm

The Future Has Arrived for the Lawyer User Experience

Learn how 3E Workspace meets the needs of the modern lawyer. You’ll get a demonstration of how time entry, proforma, financial inquiry, business development and viewing matter status and documents is all provided in a single user interface for the lawyer.

Empire & Hudson  (7th FL)

 

2:15 pm – 3:15 pm

3E Workspace Mobile - What's New and Product Roadmap

Many exciting things are happening with 3E Workspace Mobile - the lawyer user experience that brings together financial management, proforma, matter management, business development use cases, and more for the lawyer. Come see where the product is going by getting a glimpse at our roadmap of new functionality planned for future releases.

Marquis B & C  (9th FL)

 

3:45 pm – 4:45 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Marquis B & C  (9th FL)

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

The Lawyer Experience: 3E Workspace Brings It All Together

View a live demonstration of how lawyers can get their job done using an intuitive user interface that seamlessly brings together data from 3E, 3E MatterSphere, 3E Data Insights, 3E Business Development , and 3E Paperless Proforma. You'll see how you can empower your lawyers with automated client insight, let them access documents and enter time on the go, view dashboards and client and matter reports, interact with 3E processes, edit proformas electronically, and more.  TUTORIAL

Columbia  (7th FL)

 

3:30 pm – 5:00 pm

3E Workflows

Discover the new Workflow Engine in 3E 2.8 and see how easy it is to create new workflows using the Workflow Configuration process.  TUTORIAL

Barrymore  (9th FL)

Thursday, June 21, 2018

 

8:00 am – 9:00 am

Data Sync Using 3E Workspace Integration Framework

Overview of the 3E Workspace Integration Framework data sync and how you can configure additional fields for synchronisation and troubleshooting. This session is aimed at developers.

Barrymore  (9th FL)

 

10:45 am – 11:45 am

Mobile Technology Deep Dive and Security

Join our engineering team for an advanced discussion on the 3E Workspace Mobile architecture, configuration, and approach to security. See how we've developed a single architecture that provides native applications for iOS and Android. A printout of our Mobile Application Security white paper will be handed out and explained.

Marquis A  (9th FL)

 

3:00 pm – 4:00 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Duffy  (7th FL)

How to Extend 3E Workspace Mobile

Learn how to go beyond out-of-the-box 3E Workspace Mobile options and customize them to meet your firm's unique requirements. This session provides a detailed demonstration of how to configure and customize the web and mobile user interfaces, in addition to the Workspace Integration Framework Data Sync. If you attended last year, please join for a refresher and to learn about new configuration capabilities.

Marquis A  (9th FL)

3E Business Development

Wednesday, June 20, 2018

 

11:00 am – 12:00 pm

Breaking Down the Data Silos: Why Time & Billing Data Is Important to Business Development

3E Business Development allows you to leverage integrated financial data in your BD initiatives. This session will cover what financial data you should integrate and how this information powers cross-selling opportunities such as key client programs and pitch teams. Additionally, you’ll see how linking client data with BD data benefits your lawyers.

Duffy  (7th FL)

 

2:00 pm – 3:00 pm

Why 3E Business Development? Product Demonstration

3E Business Development is a multi-module platform powered by automated and centralized data capture for prospect, client, relationship, market and financial data to drive Business Development and Marketing initiatives. Join this session for a live demonstration including the unique legal-centric features and dashboards available with 3E BD.

Duffy  (7th FL)

Thursday, June 21, 2018

 

9:30 am – 10:30 am

3E Business Development - What's New and Product Roadmap

There have been many exciting advances with 3E Business Development, an automated CRM platform that brings together contact and relationship data, corporate and executive insights, and client financial data to power Business Development and Marketing initiatives. Come learn about recent developments and the strategic roadmap of new functionality planned for future releases.

Duffy  (7th FL)

 

1:45 pm – 2:45 pm

Leveraging Firm Experience to Maximize Opportunity: The Value of Financial Data and Relationships

Integrating financial data into your CRM is about much more than “having all your data in one place.” The true value lies in joining your firm’s experience with client relationship data to identify unique opportunities to grow your business. Esteemed guest speaker, Dave Whiteside, from CLIENTSFirst, will lead this session sharing real-world examples of how firms are extracting and using this combined data to create value for their firms.

Duffy  (7th FL)

Tech

Monday, June 18, 2018

 

3:15 pm – 5:15 pm

Data Privacy - GDPR Setup, HTTPS, Encryption at Rest, TDE, etc.

Learn how to set up and configure 3E for data privacy and protection.  TUTORIAL

Barrymore  (9th FL)

Tuesday, June 19, 2018

 

1:00 pm – 2:00 pm

Build Tool and Developer Workflows

Learn how to use the new build tool and automate builds and deployments.

Barrymore  (9th FL)

 

2:15 pm – 3:15 pm

Creating Customizations for 3E MatterSphere

Join this hands-on session to find out how to create custom controls and an Add-In for 3E MatterSphere. This session is aimed at developers.

Barrymore  (9th FL)

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

MatterSphere Developer Productivity

This session will cover areas such as MatterSphere debugging scenarios, creating and distributing custom controls, code re-use, and version control. This session is aimed at developers.  TUTORIAL

Barrymore  (9th FL)

 

11:00 am – 12:00 pm

Security in 3E

Join us for a discussion of the current and future 3E security features.

Marquis B & C  (9th FL)

 

3:30 pm – 5:00 pm

3E Workflows

Discover the new Workflow Engine in 3E 2.8 and see how easy it is to create new workflows using the Workflow Configuration process.  TUTORIAL

Barrymore  (9th FL)

Thursday, June 21, 2018

 

8:00 am – 9:00 am

Data Sync Using 3E Workspace Integration Framework

Overview of the 3E Workspace Integration Framework data sync and how you can configure additional fields for synchronisation and troubleshooting. This session is aimed at developers.

Barrymore  (9th FL)

 

9:30 am – 10:30 am

U3E Tips and Secrets - DLS Manager, IBC

Explore Utilities 3E and learn about some of the less-known utilities like configuring Data Level Security, and the Interface Breaking Change reporting tool.

Barrymore  (9th FL)

 

10:45 am – 11:45 am

Framework Under the Hood

Join us as we walk through the life of a 3E process. We will dig into what happens behind the scenes and give you tips and tricks to develop more high performing 3E applications.

Barrymore  (9th FL)

Enterprise

Monday, June 18, 2018

 

1:00 pm – 3:00 pm

Enterprise Flat Fee Billing Best Practices

This tutorial provides an in-depth review of the setup, use, process flow, and reporting for implementing flat fee billing in Enterprise.  TUTORIAL

Empire & Hudson  (7th FL)

Getting the Most Out of eBillingHub

During this tutorial our experts will show you common mistakes e-billers make, causing delays in e-billing, as well as rejections. We will also help you find simple solutions to assist your e-billers to eliminate those mistakes.  TUTORIAL

Harlem  (7th FL)

 

Maintaining and Troubleshooting Your Design Gallery 3.0 Environment

What you need to know in maintaining and troubleshooting your Design Gallery 3.0 environment. You'll get answers to questions such as what services do we need to start / stop and why, where did my invoices go and where’s my print job? This information will be provided both by walking you through the Overview guide as well as sharing a few “support lessons learned”.  TUTORIAL

Herald & Soho  (7th FL)

 

3:15 pm – 5:15 pm

Paperless Proforma: Best Practices for Configuring and Customizing

Come learn about configuring Paperless Proforma to meet your firm's needs, and best practices for customizing Paperless yourself by modifying lists, detail screens, user security, and much more.  TUTORIAL

Empire & Hudson  (7th FL)

Enterprise Interim Billing Best Practices

Join us for a deep dive into the Enterprise Interim Billing feature (aka Fixed Fee or On Account Billing). Interim Billing enables your firm to render invoices without relieving work-in-progress. As unallocated credits reduce accounts receivables, interim balances reduce unbilled time and costs. This tutorial will cover everything from setups, to transactions, to the impact on statistics and reporting.  TUTORIAL

Herald & Soho  (7th FL)

 

As The Bill Turns: An eBillingHub Deep Dive

Join us as we take an in-depth look at the pieces that make eBillingHub tick. Learn about the tools, partnerships, and features that we have in place to improve the e-billing process. Find out where current work is being done to improve and extend those features to bring more value to your billing department.  TUTORIAL

Harlem  (7th FL)

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

Enterprise Favorite Features

Join Elite subject matter experts to hear about some of their favorite features. This is a perfect session to learn how to become more efficient with the system and business processes. Topics will include Billing, Accounts Payable, General Ledger, WebView, Conflicts, Records and Extend.

Empire & Hudson  (7th FL)

WebView 5.5 / 5.6 Enhancements

In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6 releases. We will also provide an update on how the Enterprise 3.11/WebView 5.6 upgrades are progressing and where you can find more information on the Enterprise Progression.

Herald & Soho  (7th FL)

 

1:00 pm – 2:00 pm

Simple and Easy Receivables

Does your firm write-off a high percentage of your billable hours? Is your Accounts Receivable process inefficient? Do you worry about the security of your payment acceptance? Join ClientPay, the #1 payment technology for the Am Law 400, and learn best practices and industry trends in credit card and electronic payment acceptance. BONUS: session attendees will have the chance to win a $100 Visa gift card!

Harlem  (7th FL)

3E Design Gallery: New Standard Solutions Overview - Now for Enterprise and 3E

A completely new set of stock solutions for 3E Design Gallery V3 have recently been created which can be used for both 3E and Enterprise. In this session we will provide an overview and demo of these solutions, their benefits, and default configurations. Additionally, we'll discuss the portability of them between Enterprise and 3E.

Marquis A  (9th FL)

 

All About Enterprise and Your Path Toward the Future

Enterprise users, don’t miss this session! Learn about what Elite has been working on to support Enterprise clients including the latest enhancements since the launch of version 3.11. The session will begin with a general update, including recent bug fixes, GDPR considerations, progression timelines, and what’s up next on the horizon. The conversation will then cover options for upgrading or planning a move––to ProLaw, 3E, or even 3E in the Cloud––including software and service options that simplify the transition process. You will also hear from clients that recently made the move from Enterprise to 3E.

Astor Ballroom  (7th FL)

 

2:15 pm – 3:15 pm

Using Image Connect with Enterprise and WebView

Learn out how Image Connect can provide enhanced functionality when integrated with Enterprise and Webview.

Herald & Soho  (7th FL)

 

3:45 pm – 4:45 pm

Enterprise Multipayor Best Practices

What is multipayor billing? What is the the best way to use it? Join us for an exploration of how multipayor works, the benefits, and the impact on statistics and reporting.

Herald & Soho  (7th FL)

 

5:00 pm – 6:00 pm

GDPR: Options to Allow You to Address Data Privacy Requirements as You Desire

Attend this cross-product session to learn about the available options for 3E, MatterSphere, 3E Business Development and Enterprise to enable you to address data privacy requirements at your firm. Data Privacy is a hot topic and expected to get hotter aglobally. Explore the existing feature offerings with us and bring your questions and ideas on where data privacy is headed, to stay a step ahead of the regulators.

Grammercy & Olmstead  (7th FL)

Enterprise Billing Manager and APGL 3.9 and 3.10 Post Release Enhancements

In this session, see your maintenance dollars at work with post release enhancements available in Enterprise Billing & APGL 3.9 and 3.10.

Herald & Soho  (7th FL)

 

Xcelerate Budgeting & Forecasting for Enterprise & 3E

Learn how Xcelerate helps the world’s largest firms. See the LATEST NEW version and new features for even deeper insights into your firm’s most important metrics. Learn how Xcelerate Budgeting and Forecasting, built for 3E and Enterprise customers, can help your firm protect profits with real-time budget insight and skyrocketing efficiency and accuracy. Come hear customer case studies and exciting new announcements.

Harlem  (7th FL)

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

Enterprise Billing and APGL 3.11 and Post GA Enhancements

In this session, we will review the enhancements delivered in Enterprise Billing & APGL 3.11 release and provide an update on how the Enterprise 3.11 upgrades are progressing. We will also cover enhancements completed since the Enterprise 3.11 original release date.  TUTORIAL

Herald & Soho  (7th FL)

 

11:00 am – 12:00 pm

WebView: Basic Time Entry Tips & Tricks (Part I)

Come sail with us as we explore the fundamental Webview interfaces for users to access, enter, and interact with their timecards such as Calendar View, Daily Time Entry View, Timecard List, Weekly View, Grid Views, Direct Time Entry, Dictionary, My Shorthand, Frequent Matters, Edit Narratives and UDF display options. This is the basic information that every admin and user should know.

Herald & Soho  (7th FL)

International Payments and Check Elimination – Continuous Innovation of the Payment Process!

This session focuses on enhancing the global accounts payable and billing processes for professional services firms. From direct invoice processing with seamless Elite integration for international payments – to eliminating 100% of the manual check process. Experience the DifferenceSM that Global Exchange & Comdata has to offer.

Harlem  (7th FL)

 

Adapt or Die: Disruption, Innovation and the Future of Law Firms

The traditional law firm is ill-equipped for the disruption to traditional practices by the rapid pace of technological advancement, an increasingly tech-savvy client base, a new crop of millennial law graduates, and the emergence of non-traditional market entrants. Simon Jarrett and a guest will discuss the future of law firms in the 21st century, looking more closely at what firms can do now to ensure that they not only survive, but thrive in a brave new world of AI, automation, in-house legal services and new client demands. We look at how TR Elite can help your firm differentiate itself from the competition and adapt to this new legal environment.

Empire & Hudson  (7th FL)

 

2:00 pm – 3:00 pm

Enterprise Write-ups and Write-downs Best Practices

Join us for an in-depth review of the various write-up and write-down options available in Enterprise. Discover how these transactions flow through the system in terms of realization and postings, and learn about their impact on statistics and reporting.

Herald & Soho  (7th FL)

 

3:30 pm – 5:00 pm

Enterprise Billing and APGL 3.11 and Post GA Enhancements

In this session, we will review the enhancements delivered in Enterprise Billing & APGL 3.11 release and provide an update on how the Enterprise 3.11 upgrades are progressing. We will also cover enhancements completed since the Enterprise 3.11 original release date.  TUTORIAL

Herald & Soho  (7th FL)

Cloud Technology and How Elite Is Leveraging It

This session will cover basic cloud concepts and technologies. Additionally, it will highlight and demo Elite products using this technology such as 3E, 3E Financial Reporting, and 3E Workspace.  TUTORIAL

Empire & Hudson  (7th FL)

 

3E Design Gallery Solution Development in V3

During this tutorial we will cover how to implement common solution changes using our newest tools (i.e., Solution Manager, Visual Designer, and Process Designer). We will demonstrate how to make changes around document flows (i.e., document output and distribution configuration), modify existing components, and add new sections such as additional time detail formats. Our new stock solutions will be used as the base for these demos.  TUTORIAL

Marquis A  (9th FL)

Thursday, June 21, 2018

 

8:00 am – 9:00 am

Enterprise Favorite Features

Join Elite subject matter experts to hear about some of their favorite features. This is a perfect session to learn how to become more efficient with the system and business processes. Topics will include Billing, Accounts Payable, General Ledger, WebView, Conflicts, Records and Extend.

Herald & Soho  (7th FL)

eBillingHub - What's New and Product Roadmap

A look at the short and long-term roadmap plans for eBillingHub as we continue work on key enhancements to the product.

Marquis A  (9th FL)

 

9:30 am – 10:30 am

Enterprise Data Insights – ‘A step into the future’

Join us as we showcase Enterprise Data Insights, our Data Analytics product which is now available to Enterprise clients. See how the powerful combination of Data Insights, Microsoft Power BI, and the Data Warehouse Console can unify all of your organization’s data today. It provides insights that help to keep your business on track. Learn how Enterprise Data Insights can help firms currently using Enterprise to leverage the modern, intuitive user experience available with Data Insights. Understand how Enterprise customers can easily transition this offering to 3E using the exact same reports. The session is co-presented by our Enterprise Data Insights development partners – Pinnacle. Pinnacle use Data Insights in their own business and will share their experience and future plans for utilizing Data Insights and Power BI.

Empire & Hudson  (7th FL)

WebView 5.5 / 5.6 Enhancements

In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6 releases. We will also provide an update on how the Enterprise 3.11/WebView 5.6 upgrades are progressing and where you can find more information on the Enterprise Progression.

Herald & Soho  (7th FL)

 

One Hub to Manage All of Your e-Billing Needs (Yes, Really)

E-billing is supposed to make invoicing easier, but many different spend management systems, and widely varying requirements, have actually made the process more labor intensive and time consuming without closing the margin for error. If this sounds all too familiar, this is the session for you. The integration between 3E and eBillingHub takes the invoicing experience to a whole new level by reducing labor, e-billing rejection rates, write-downs, and write-offs. If you are ready to take e-billing head on, come learn how to make the right investment that is proven to pay for itself – and fast! For those already using eBillingHub, this session also looks at the latest enhancements underway and exciting updates on the horizon.

Astor Ballroom  (7th FL)

 

10:45 am – 11:45 am

Elite Unplugged!

You want answers? We've heard you loud and clear that you want to hear unrehearsed and "non-corporate speak" answers to your lingering questions or concerns. Please join Joseph Samarco with Drinker Biddle & Reath as he puts the Elite executive team on the "hot seat" and facilitates what will hopefully be an unrehearsed and thought-provoking conversation with Elite’s Executive Management team. Joseph has pledged that he will put the Executive Management team to the task and will not let them dodge any of his questions! This session is bound to be lively and interesting as we explore everything from Elite's strategy to tactical initiatives that help shape the future of law firms and Thomson Reuters Elite products.

Astor Ballroom  (7th FL)

WebView Advanced Time Entry Tips & Tricks (Part II)

Get ready to soar to new heights as we take off to build on Part 1's lessons. We will look at advanced methods such as Timers, Suspense Time, Unassigned Time, Time Reports and Global Timecards to leverage functionality to enhance productivity and performance.

Herald & Soho  (7th FL)

 

It’s Your Knowledge Base 24/7

If accessing, navigating and searching the Elite Knowledge Base has sometimes been a mystery to you, then the information in this session will help you unravel the solutions you're looking for in the Knowledge Base. Find out how subscribing to KB articles can keep you current and informed about changes and best practices to your software solutions. A step-by-step approach is used to help users become familiar with accessing the Knowledge Base, using a handful of search tips, and searching for specific content. The Knowledge Base options covered include: tabs, navigation tree, categories, subcategories, the All Words search, filtering results by “HTML” articles only, and the Advanced Search with Article title only.

Duffy  (7th FL)

eBillingHub User Group

Join an open discussion between eBillingHub users, service managers, support, and operations about best practices, implementations, and more.

Columbia  (7th FL)

 

1:45 pm – 2:45 pm

3E Design Gallery - What's New and Product Roadmap

Join this session and discover the value 3E Design Gallery can bring to your firm’s document automation processes. Focus will be on V3, our current major release, which will be demonstrated, highlighting the fundamental changes to how documents are created and distributed. You will see where the product is going by getting a glimpse at our roadmap of new functionality available in v3.1 and planned for future releases.

Marquis A  (9th FL)

 

3:00 pm – 4:00 pm

Enterprise Billing Rates Best Practices

With complex rate demands and exceptions on the rise, this session will help you gain a better understanding of the hierarchy of standard and alternate billing rates and options.

Herald & Soho  (7th FL)

Enterprise to 3E

Monday, June 18, 2018

 

1:00 pm – 3:00 pm

Feature Comparative: Advanced Billing Arrangements

Join us while we explore how Enterprise and 3E differ when handling advanced billing arrangements, including multi-payor, splits, fixed fee, volume discounts and alternative fee arrangements.  TUTORIAL

Chelsea & Gotham  (7th FL)

Feature Comparative: Multicurrency

Explore the ease with which 3E handles multicurrency, from sub-ledgers to GL. This session will focus on the similarities and differences of the multicurrency framework, currencies conversion, and supportive reporting features in Enterprise and 3E. We will also walk through added feature sets like explicit currency, realized/unrealized FX, and the unlimited currency rate types available in 3E.  TUTORIAL

Grammercy & Olmstead  (7th FL)

 

Keys to a Successful 3E Implementation

Geared toward clients who are either considering a move to 3E, are currently in procurement, or who have made the commitment to move to 3E but are not yet scheduled to launch, this highly interactive session focuses on what makes 3E implementation successful. The session is hosted by all three Services Directors for North America, who are ultimately accountable to Elite clients for ensuring each firm achieves stable, live operations on 3E. This session will provide some time for Q&A and will also help attendees plan their VANTAGE itinerary to make the most informed decision when considering moving to the industry’s most powerful and versatile financial management system.  TUTORIAL

Barrymore  (9th FL)

 

3:15 pm – 5:15 pm

Feature Comparative: Billing Rates

Join us as we compare and contrast rate functionality between Elite Enterprise and 3E. We will examine timekeeper, cost, and exception rates. We'll also demonstrate a few rate scenarios.  TUTORIAL

Chelsea & Gotham  (7th FL)

Making the Transition to 3E: Understanding the Legacy Data Review

Are you wondering what you can do today with your Enterprise data to prepare for a successful conversion to 3E? In this tutorial, we will focus on the elements required for a successful data conversion to 3E while keeping an eye on current operations in Enterprise. You'll learn about data integrity processes, tips and techniques on data clean-up, and best practices that prepare your data for migration.  TUTORIAL

Grammercy & Olmstead  (7th FL)

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

3E - What's New and Product Roadmap

Hear directly from the 3E Product Management team about 3E current and future plans.

Astor Ballroom  (7th FL)

 

1:00 pm – 2:00 pm

All About Enterprise and Your Path Toward the Future

Enterprise users, don’t miss this session! Learn about what Elite has been working on to support Enterprise clients including the latest enhancements since the launch of version 3.11. The session will begin with a general update, including recent bug fixes, GDPR considerations, progression timelines, and what’s up next on the horizon. The conversation will then cover options for upgrading or planning a move––to ProLaw, 3E, or even 3E in the Cloud––including software and service options that simplify the transition process. You will also hear from clients that recently made the move from Enterprise to 3E.

Astor Ballroom  (7th FL)

Feature Comparative: Proformas and Bills - Part I

In this session we will review the similarities and differences in the billing process between Enterprise and 3E.

Chelsea & Gotham  (7th FL)

 

2:15 pm – 3:15 pm

3E Implementations – Hindsight is 20/20 and Insights Are Golden Nuggets!

Come listen to an Elite Services Leader share important facts about our implementation methods and a broad-based experienced Client Representative share her hindsight and insights on the numerous 3E implementations she has worked on and led. This session is intended to provide those considering, or who have recently signed a 3E contract, information on best practice, avoiding pitfalls, how to prepare for and support a positive outcome in what is a 3E implementation project.

Duffy  (7th FL)

Feature Comparative: Proformas and Bills - Part II

In this session we will review the similarities and differences in the billing process between Enterprise and 3E.

Chelsea & Gotham  (7th FL)

 

Technical Comparative: Tables vs. Archetypes and Framework

Join us as we compare the Enterprise data structures to 3E. You'll get an overview of the 3E data structure set and see how it differs from Enterprise.

Grammercy & Olmstead  (7th FL)

The Rise of 3E in the Cloud: Everything You Need to Know to Elevate Your Firm

Cloud computing has gone mainstream with many benefits for every industry. Two years ago, Elite announced moving 3E into the cloud and with its pending release coming later this year, now is the time to learn more about 3E’s managed cloud-based solution. This session will outline the most fundamental aspects of 3E in the Cloud – from product overview, to implementation, underlying infrastructure and more – to help you understand how a potential investment could yield significant savings in the long run. Attendees will hear how the advantages of 3E in the Cloud differ from on-premise or hosted deployments, with an emphasis on the enhanced security measures provided by the Microsoft® Azure® platform. The session will conclude with testimonials provided by the earliest adopter of 3E Cloud, mid-size firm Gordon Arata.

Astor Ballroom  (7th FL)

 

3E Favorite Features

Join Elite’s front-line product subject matter experts to hear some of their favorite features in a relaxed and interactive format. This is a good session for new customers getting an understanding of 3E as well as established customers looking for ways to be more efficient with the system and business processes.

Empire & Hudson  (7th FL)

3E Paperless Proforma – What's New, Product Roadmap and Greenspoon Project Update

Join us for an update on the product roadmap including a demo overview of the first version of 3E Paperless Proforma, and our vision for the mobile capabilities. Listen to our special guest, Rushelle Dacres from Greenspoon, explain their participation in the 3E Paperless Proforma pilot project and how the firm plans to continue rolling the product out this summer.

Cantor  (9th FL)

 

3:45 pm – 4:45 pm

Making the Transition to 3E: Why 3E?

What were the decisions that led other firms to move to 3E? Hear the reasons, what decision-making process they followed to get there, and what benefits they have experienced since their move to 3E.

Chelsea & Gotham  (7th FL)

Peer Perspective: Our Enterprise to 3E Conversion Experience

This panel will discuss their Enterprise to 3E conversion experience. How did they decide on project scope, determine resourcing? What approach to data integrity did they take? What do they feel they did right and what where the challenges they faced? These questions and more will be discussed.

Grammercy & Olmstead  (7th FL)

 

Strategy and Planning for Your New Financial System Implementation

A successful financial system implementation project is dependent upon on well-defined and detailed strategic plan for the implementation. This session will discuss how to prepare for, develop and execute a strategic plan that will meet your firm’s goals and objectives and ensure a successful implementation project.

Harlem  (7th FL)

 

5:00 pm – 6:00 pm

Feature Comparative: General Ledger and Reporting

In this session we will review the similarities and differences between General Ledger in Enterprise and 3E.

Chelsea & Gotham  (7th FL)

Rightsizing a 3E Implementation at a Mid-Size Firm

Hear from seasoned mid-size firms about their experience in implementing 3E. There will be clients mid-implementation and live. During this session, you'll hear these firms discuss their selection process, why they chose 3E, their project staffing strategy, lessons learned, and how they are able to continue momentum despite challenges.

Empire & Hudson  (7th FL)

 

Technical Comparative: Product System Requirements

Join us for a stem-to-stern review of the 3E Product System Requirements (PSR).

Marquis A  (9th FL)

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

Making the Transition to 3E: The Conversion Process Explained

Join us as we discuss the Enterprise to 3E conversion process. Topics covered will include: Elite’s role versus the firm’s role, what you can do to prepare, understanding what Elite covers, what to expect from each conversion, and understanding the Data Validation process (i.e., LDR, Data Validation and UAT).  TUTORIAL

Chelsea & Gotham  (7th FL)

Feature Comparative: Masking

Join us for an exploration of the similarities and differences between masking in Enterprise and 3E.  TUTORIAL

Grammercy & Olmstead  (7th FL)

 

11:00 am – 12:00 pm

Making the Transition to 3E: Know Your Enterprise Customizations and Data Requirements

When replacing a core business system, you need to know what your current customizations are – and what business benefits they provide – to ensure those requirements continue to be met. This session will assist you in identifying your current customizations such as integrations, reports, UDFs, and information distribution. You don't want to wait until the last minute to address how a customization will migrate into 3E which puts undue pressure on the conversion project – especially with reporting requirements. Additionally, we'll cover how to get a handle on customization requirements in the new system.

Chelsea & Gotham  (7th FL)

Feature Comparative: Accounts Payable and Reporting

In this session we will review the similarities and differences between Accounts Payable in Enterprise and 3E.

Grammercy & Olmstead  (7th FL)

 

Explore our Project Quality Model

From small firms to global organizations, we have an implementation method for you! We will review the various methods developed by our staff to ensure a successful implementation for any size of firm.

Marquis A  (9th FL)

 

2:00 pm – 3:00 pm

Learn From Your Peers: Going Live on 3E Next Month – Mission Accomplished?

Are you interested in hearing about an active Enterprise to 3E implementation that is a month away from going live presented by a customer? If so, this is a session not to be missed! Learn how this firm has executed their 3E implementation plan, including lessons learned and advice to any firms considering the move.

Astor Ballroom  (7th FL)

Transitioning to 3E: Building a Business Case

Are you wondering where to start with your 3E business plan and how to sell it internally? Senior Elite Account Executives will share what has worked for other clients on their path to 3E.

Chelsea & Gotham  (7th FL)

 

Feature Comparative: Setups

Join us as we discuss improvements to the setup processes between Enterprise and 3E. 3E offers much more flexibility and control over the impact of setups. We will review enhancements in application and master file setups like statuses, offices, and departments. Additionally we'll discuss VB Options vs. Overrides/Set System Options, and finally Control Panels vs Financial Controls.

Grammercy & Olmstead  (7th FL)

From Housekeeping to Breadwinning: How the Power of Data Can Move the Dial from Admin to Business Development Success

Traditionally firms have looked at systems such as business development and financial or practice management in isolation. But in this new age of ubiquitous data, learn how to leverage these inter-connected systems to drive the success of your business. This session will give you valuable pointers on taking a prescriptive approach to the implementations of these systems and getting the most out of them, while targeting the larger objective of increasing information awareness across the firm.

Harlem  (7th FL)

 

3:30 pm – 5:00 pm

Implementation Readiness Services Overview

Are you wondering how to start developing a strategy to move to 3E? This tutorial will help you to develop a vision by identifying the business needs that drive 3E value such as your current pain points, critical business processes, and success criteria. We will take you through a combined technical and application session, including a review of a checklist on what can be done today to prepare for your 3E implementation, while still delivering value in Enterprise.  TUTORIAL

Chelsea & Gotham  (7th FL)

Feature Comparative: Reporting

Join us as we compare reporting in Enterprise to 3E.  TUTORIAL

Grammercy & Olmstead  (7th FL)

Thursday, June 21, 2018

 

8:00 am – 9:00 am

Why 3E?

This lively panel will follow firms through their decision making process to upgrade to 3E. What prompted them to make the initial decision to migrate from Enterprise, how they managed the evaluation process, what were the critical factors in making their decision, how did they make the business case to the partnership? These questions and more will be discussed. Questions from the audience are encouraged and a vital part of the value of this session.

Astor Ballroom  (7th FL)

Feature Comparative: Framework

In this session we will review the similarities and differences between framework in Enterprise and 3E (e.g., printing, global replace, export to Excel, modeling, worklist, workflow, and web services.)

Chelsea & Gotham  (7th FL)

 

Feature Comparative: Paperless Proforma

In this session we will review the similarities and differences between Paperless Proforma in Enterprise and 3E.

Grammercy & Olmstead  (7th FL)

Cosine Matter Planning

As alternative fee arrangements and complex billing requirements continue to permeate the legal landscape, law firms and their clients are looking for better ways to manage their engagements. Cosine Matter Planning is built directly within the 3E Framework and delivers native 3E capabilities seamlessly. Join the Cosine team as we present just a few of the powerful features available in the market-leading pricing solution for 3E clients.

Harlem  (7th FL)

 

9:30 am – 10:30 am

Enterprise to 3E Roundtable: Ask the Experts

This session is intended for Enterprise customers that may be wondering, "How does 3E handle this scenario?" Bring your questions to this interactive session with a panel of Enterprise and 3E experts.

Chelsea & Gotham  (7th FL)

Feature Comparative: UDFs

In this session, we will talk about how to handle User Defined Fields (UDFs) during your move to 3E. We'll cover best practice considerations for looking at existing fields or creating custom fields in 3E – in addition to discussing how this impacts your conversion and template development.

Grammercy & Olmstead  (7th FL)

 

10:45 am – 11:45 am

Data Stewarding and the Future of 3E Conversions

The session will provide an overview of Pinnacle’s new Enterprise Data Stewarding Service that has been developed in partnership with Thomson Reuters Elite. It will outline the rationale and benefits of the managed service, which is geared to Enterprise users actively planning a move to 3E and wanting to streamline the data conversion and 3E implementation process. Delegates will be taken through the service scope to give them a clear understanding of the process, its outputs and its outcomes, and how Data Stewarding has the potential to dramatically transform the speed and efficiency of 3E projects.

Harlem  (7th FL)

Feature Comparative: Taxes

In this session we will review the similarities and differences between tax functionality in Enterprise and 3E.

Chelsea & Gotham  (7th FL)

 

Making the Transition to 3E: Impact and Cost of Customizations

Learn from Elite Services management the types of customizations available within 3E and their impact to your system. We'll cover the benefits of going with a vanilla implementation and discuss cost analysis of client coded customizations. Additionally, you'll get an understanding of the ongoing support and costs associated with customizations.

Grammercy & Olmstead  (7th FL)

How to Prepare Your Firm for a Successful Implementation

The session will review how to prepare the data, staff and fim for a blueprint implementation. The data is better converted if cleaned up, the staff is better prepared if included, and the firm is better is prepared if they are aware.

Cantor  (9th FL)

 

1:45 pm – 2:45 pm

The Truth About 3E in the Cloud from the First Firm to Go Live

Get the inside scoop on 3E in the Cloud by hearing about it firsthand from its earliest adopter – mid-size firm Gordon Arata. The live panel session and Q&A will give an overview of the drivers behind the firm’s decision to take 3E into the cloud and closely detail how its modules, configurations, and integrations were transitioned into this new environment.

Astor Ballroom  (7th FL)

Feature Comparative: eBillingHub

When taking on a project like transitioning from Enterprise to 3E, it's easy to overlook the potential impact on your e-billing process. Join us as we discuss what the process entails from the eBillingHub perspective and hear testimonials from customers who have already completed the migration.

Chelsea & Gotham  (7th FL)

 

Feature Comparative: Data Imports/Exports

In this session we will review the similarities and differences between data loads and unloads in Enterprise and 3E.

Grammercy & Olmstead  (7th FL)

Feature Comparative: Conflicts

In this session we will review the similarities and differences between Conflicts in Enterprise and 3E.

Herald & Soho  (7th FL)

 

Making the Transition to 3E: Accounts Payable

Join us as we compare Enterprise Accounts Payable to 3E AP, including reporting.

Barrymore  (9th FL)

 

3:00 pm – 4:00 pm

The First 6 Months Live on 3E: What We Know Now That We Didn’t Know Then!

You know that expression “We don’t know what we don’t know” ? Well, this session is going help with that just a little bit. A panel of IT and Finance people from law firms of varying sizes and shapes – all of whom have recently implemented 3E but are far enough into it to now know what they didn’t know – will share with you their new-found knowledge. There will be time for questions, so come prepared!

Astor Ballroom  (7th FL)

3E Does It Better: General Ledger

Come see from our perspective what we feel 3E handles better than Enterprise in Accounts Payable and General Ledger.

Chelsea & Gotham  (7th FL)

 

Data Migration De-mystified

Best practices and methodology for migrating data from Enterprise to 3E.

Grammercy & Olmstead  (7th FL)

Anticipating Your Successful 3E Implementation: Resources, Work Load, Focus Area, and Partnership

Hear from Elite's Senior Services Team on taking ownership and partnering during your 3E implementation.

Jolson  (9th FL)

 

User Acceptance Testing and other Keys to a Successful 3E Go-Live

What are the secrets to prepare your team your project team, your firm and your data for a success transition. We will discuss business processes review, legacy data clean-up and testing scripts. The key to success is team work and management support.

Marquis B & C  (9th FL)

3E

Monday, June 18, 2018

 

1:00 pm – 3:00 pm

Getting the Most Out of eBillingHub

During this tutorial our experts will show you common mistakes e-billers make, causing delays in e-billing, as well as rejections. We will also help you find simple solutions to assist your e-billers to eliminate those mistakes.  TUTORIAL

Harlem  (7th FL)

Maintaining and Troubleshooting Your Design Gallery 3.0 Environment

What you need to know in maintaining and troubleshooting your Design Gallery 3.0 environment. You'll get answers to questions such as what services do we need to start / stop and why, where did my invoices go and where’s my print job? This information will be provided both by walking you through the Overview guide as well as sharing a few “support lessons learned”.  TUTORIAL

Herald & Soho  (7th FL)

 

Keys to a Successful 3E Implementation

Geared toward clients who are either considering a move to 3E, are currently in procurement, or who have made the commitment to move to 3E but are not yet scheduled to launch, this highly interactive session focuses on what makes 3E implementation successful. The session is hosted by all three Services Directors for North America, who are ultimately accountable to Elite clients for ensuring each firm achieves stable, live operations on 3E. This session will provide some time for Q&A and will also help attendees plan their VANTAGE itinerary to make the most informed decision when considering moving to the industry’s most powerful and versatile financial management system.  TUTORIAL

Barrymore  (9th FL)

GL Allocations

Join this session to get a better understanding of GL Allocations. You’ll discover the true power of its functionality and learn how to implement this feature into your firm’s workflow (e.g., month-end closing process). Attendees will get a hands-on demo covering many common use-cases.  TUTORIAL

Cantor  (9th FL)

 

Meet the IDE

Need a Submit/Stay button? Wish you could add more items to search on? This tutorial will give you a basic introduction to 3E IDE and how to make small customizations to fit your needs  TUTORIAL

Jolson  (9th FL)

Taxes Need Not Be Taxing

Join this session to learn how to set up, report on, clear and pay your taxes in 3E.  TUTORIAL

Marquis B & C  (9th FL)

 

3:15 pm – 5:15 pm

As The Bill Turns: An eBillingHub Deep Dive

Join us as we take an in-depth look at the pieces that make eBillingHub tick. Learn about the tools, partnerships, and features that we have in place to improve the e-billing process. Find out where current work is being done to improve and extend those features to bring more value to your billing department.  TUTORIAL

Harlem  (7th FL)

Revaluations

Join this session to take a deep dive into FX Revaluations. You’ll get best practice recommendations for setting up 3E’s revaluation feature and troubleshooting it. Additionally, we’ll cover how to analyze the results and tools to aid you in this process.  TUTORIAL

Cantor  (9th FL)

 

Tell Me About It: How to Use 3E Notify to Tell the Right People About the Right Information at the Right Time

In this session, attendees will be introduced to the 3E Notify dashboard, and the sixteen different types of notifications that can be used to tell the right people about key data in your 3E system that your firm wants them to know about: Matter Budget thresholds, WIP aging thresholds, A/R aging thresholds, new Matters, GL Budget thresholds, billing thesholds, and more. Attendees will learn how to schedule these Notifications and how to distribute them via email or the Notify Dashboard inbox.  TUTORIAL

Jolson  (9th FL)

Security/User Access in 3E

Understand Process Level Security in 3E. This session includes an overview of features, behavior, and implementation of User, Role and Security setups. A demonstration will also be given.  TUTORIAL

Marquis B & C  (9th FL)

Tuesday, June 19, 2018

 

10:30 am – 11:30 am

3E - What's New and Product Roadmap

Hear directly from the 3E Product Management team about 3E current and future plans.

Astor Ballroom  (7th FL)

 

1:00 pm – 2:00 pm

The Future Has Arrived for the Lawyer User Experience

Learn how 3E Workspace meets the needs of the modern lawyer. You’ll get a demonstration of how time entry, proforma, financial inquiry, business development and viewing matter status and documents is all provided in a single user interface for the lawyer.

Empire & Hudson  (7th FL)

Simple and Easy Receivables

Does your firm write-off a high percentage of your billable hours? Is your Accounts Receivable process inefficient? Do you worry about the security of your payment acceptance? Join ClientPay, the #1 payment technology for the Am Law 400, and learn best practices and industry trends in credit card and electronic payment acceptance. BONUS: session attendees will have the chance to win a $100 Visa gift card!

Harlem  (7th FL)

 

3E Design Gallery: New Standard Solutions Overview - Now for Enterprise and 3E

A completely new set of stock solutions for 3E Design Gallery V3 have recently been created which can be used for both 3E and Enterprise. In this session we will provide an overview and demo of these solutions, their benefits, and default configurations. Additionally, we'll discuss the portability of them between Enterprise and 3E.

Marquis A  (9th FL)

The Power of the 3E Time Type

Time Types have lots of power in 3E – join this session and see why. Did you know you can use them to set default narratives, implement flat fee billing, and charge flat amounts for services.

Grammercy & Olmstead  (7th FL)

 

3E Financials 2.9 and Beyond

Come see what's upcoming for 2.9 and further down the road. This is your chance to provide your feedback on potential new features and Elite's development strategy. Audience participation required so bring your ideas with you.

Cantor  (9th FL)

3E Conflicts - Setup and Configuration

Learn how to set up and configure 3E Conflicts and the New Business Intake workflow to meet your firm's unique needs and requirements.

Jolson  (9th FL)

 

2:15 pm – 3:15 pm

3E Financial Reporting

Discover the Microsoft® Excel®-based application that offers highly formatted financial statements which accounting professionals can create, integrate and maintain. You’ll see how Financial Reporting promotes an accountant first approach by enabling accountants and business users to create their own Financial Statements without the support of IT. A product development roadmap will also be presented.

Marquis A  (9th FL)

3E Workspace Mobile - What's New and Product Roadmap

Many exciting things are happening with 3E Workspace Mobile - the lawyer user experience that brings together financial management, proforma, matter management, business development use cases, and more for the lawyer. Come see where the product is going by getting a glimpse at our roadmap of new functionality planned for future releases.

Marquis B & C  (9th FL)

 

The Rise of 3E in the Cloud: Everything You Need to Know to Elevate Your Firm

Cloud computing has gone mainstream with many benefits for every industry. Two years ago, Elite announced moving 3E into the cloud and with its pending release coming later this year, now is the time to learn more about 3E’s managed cloud-based solution. This session will outline the most fundamental aspects of 3E in the Cloud – from product overview, to implementation, underlying infrastructure and more – to help you understand how a potential investment could yield significant savings in the long run. Attendees will hear how the advantages of 3E in the Cloud differ from on-premise or hosted deployments, with an emphasis on the enhanced security measures provided by the Microsoft® Azure® platform. The session will conclude with testimonials provided by the earliest adopter of 3E Cloud, mid-size firm Gordon Arata.

Astor Ballroom  (7th FL)

3E Favorite Features

Join Elite’s front-line product subject matter experts to hear some of their favorite features in a relaxed and interactive format. This is a good session for new customers getting an understanding of 3E as well as established customers looking for ways to be more efficient with the system and business processes.

Empire & Hudson  (7th FL)

 

3E Paperless Proforma – What's New, Product Roadmap and Greenspoon Project Update

Join us for an update on the product roadmap including a demo overview of the first version of 3E Paperless Proforma, and our vision for the mobile capabilities. Listen to our special guest, Rushelle Dacres from Greenspoon, explain their participation in the 3E Paperless Proforma pilot project and how the firm plans to continue rolling the product out this summer.

Cantor  (9th FL)

Law Firm Profitability, BI, and Matter Budgeting – Iridium BI Showcase

Iridium continues to build out our market-leading BI and profitability products that are designed specifically for law firm JDs. In this fast moving session we will share insights and business drivers about law firm profitability analysis and reporting while highlighting the capabilities of Iridium BI. We will also do a “deep dive” demo on Iridium’s Matter Budgeting module, which is being rapidly adopted by law firms in all regions. Iridium provides business intelligence and profitability solutions for law firms in the US, APAC, and UK/EMEA, and fully supports both Enterprise and 3E. The session will include numerous "mini case studies" to show how the latest BI trends are being applied by leading firms.

Harlem  (7th FL)

 

3:45 pm – 4:45 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Marquis B & C  (9th FL)

Unleashing the Power of 3E MatterSphere

Unleash the power of Elite’s enterprise business management system within your firm. You may be new to our integrated product suite or an expert looking to work smarter. If you’re curious and want to learn more, come and see how 3E MatterSphere, 3E Design Gallery, 3E Workspace and 3E complement each other. Join us for demonstrations and an open discussion where we will offer some best practice guidance and usability tips.

Duffy  (7th FL)

 

Strategy and Planning for Your New Financial System Implementation

A successful financial system implementation project is dependent upon on well-defined and detailed strategic plan for the implementation. This session will discuss how to prepare for, develop and execute a strategic plan that will meet your firm’s goals and objectives and ensure a successful implementation project.

Harlem  (7th FL)

3E Technology and Architecture, Building For the Future

We will share with you how 3E's Framework, new technology, and architecture are building for the future.

Barrymore  (9th FL)

 

Balancing Tips and Tricks

Discover the new 3E Month End Processing Dashboard that steps you through the activities needed to complete transaction processing, closing unit periods, and scheduling balancing reports. Experience efficiencies with the new At-a-Glance dashboard and the supporting drill-downs to help pinpoint discrepancies.

Cantor  (9th FL)

3E and Global Compliance

Attend this session to learn about global compliance developments and the future roadmap for compliance in 3E. We will explore the recently released Data Privacy features and discuss potential solutions to the ever-changing tax compliance regulations. An interactive discussion of our compliance focus and priorities will be encouraged, so bring the topics high on your list.

Jolson  (9th FL)

 

Carpe Tempus ("Seize the Time"): My Favorite Time, Disbursement, and Billing Reports in 3E

Aside from the obvious ones (WIP, AR), what are the best reports in 3E for measuring a firm's time and billing KPI's? Where do you even start? One of our experienced consultants discusses 3E reports in general, and specifically their favorite 3E reports, and demonstrates how to use them. Reports discussed will include: Time Card Basic, Cost Card Basic, Voucher Disbursements, Aged WIP, Net Investment, Billing Realization, AR Master Listing, Aged AR, Client Account Transactions (for Client-to-Office transfers), and more.

Marquis A  (9th FL)

 

5:00 pm – 6:00 pm

GDPR: Options to Allow You to Address Data Privacy Requirements as You Desire

Attend this cross-product session to learn about the available options for 3E, MatterSphere, 3E Business Development and Enterprise to enable you to address data privacy requirements at your firm. Data Privacy is a hot topic and expected to get hotter aglobally. Explore the existing feature offerings with us and bring your questions and ideas on where data privacy is headed, to stay a step ahead of the regulators.

Grammercy & Olmstead  (7th FL)

Xcelerate Budgeting & Forecasting for Enterprise & 3E

Learn how Xcelerate helps the world’s largest firms. See the LATEST NEW version and new features for even deeper insights into your firm’s most important metrics. Learn how Xcelerate Budgeting and Forecasting, built for 3E and Enterprise customers, can help your firm protect profits with real-time budget insight and skyrocketing efficiency and accuracy. Come hear customer case studies and exciting new announcements.

Harlem  (7th FL)

 

Closing your Month in 3E

Are you using the tools available to you to assist with your month end closing? We will cover tips and tricks for existing clients to improve or change their month-end process, and the considerations that need to be given to make full use of the tools available.

Cantor  (9th FL)

Other Uses for 3E Roles

Roles can be used in 3E for more than just defining access in the Security Tree. Join us as we highlight a few of the places in 3E where Roles can be used to restrict sensitive transactions or access to specific groups.

Jolson  (9th FL)

 

3E Data Insights – Data Analytics Made Easy

Join us as we showcase 3E Data Insights, our new Data Analytics product. See how the powerful combination of Data Insights, Microsoft Power BI and the Data Warehouse Console offers more efficient ways for decision-makers to absorb and act on data. Our approach to deliver standard supported analytics and visualizations provide the fundamental elements to streamline implementation and deliver needed reports and analytics faster. 3E Data Insights is a self-service data analytics solution that enables business users to produce their own analytics and impactful visualizations without the help of IT. The product development roadmap will also be presented.

Marquis B & C  (9th FL)

Wednesday, June 20, 2018

 

9:00 am – 10:30 am

The Lawyer Experience: 3E Workspace Brings It All Together

View a live demonstration of how lawyers can get their job done using an intuitive user interface that seamlessly brings together data from 3E, 3E MatterSphere, 3E Data Insights, 3E Business Development , and 3E Paperless Proforma. You'll see how you can empower your lawyers with automated client insight, let them access documents and enter time on the go, view dashboards and client and matter reports, interact with 3E processes, edit proformas electronically, and more.  TUTORIAL

Columbia  (7th FL)

Inter-Company Billing

This is a must-attend session for multi-unit firms. Join this session for an in-depth review of the considerations, best practices, and setups for inter-company billing with 3E. We’ll also do a walk-through of the inter-company billing process.  TUTORIAL

Cantor  (9th FL)

 

3E Basic Report Design

Clone and configure 3E Report Presentations to meet your reporting needs. Use the IDE to create custom Report Objects and Reports.  TUTORIAL

Jolson  (9th FL)

3E Administration, Performance, and Troubleshooting

What is the right formula for making sure your 3E system is running just right? Find out in this presentation as we discuss the 3E infrastructure, system maintenance, metric retention, and task scheduling.  TUTORIAL

Marquis B & C  (9th FL)

 

11:00 am – 12:00 pm

Security in 3E

Join us for a discussion of the current and future 3E security features.

Marquis B & C  (9th FL)

International Payments and Check Elimination – Continuous Innovation of the Payment Process!

This session focuses on enhancing the global accounts payable and billing processes for professional services firms. From direct invoice processing with seamless Elite integration for international payments – to eliminating 100% of the manual check process. Experience the DifferenceSM that Global Exchange & Comdata has to offer.

Harlem  (7th FL)

 

Adapt or Die: Disruption, Innovation and the Future of Law Firms

The traditional law firm is ill-equipped for the disruption to traditional practices by the rapid pace of technological advancement, an increasingly tech-savvy client base, a new crop of millennial law graduates, and the emergence of non-traditional market entrants. Simon Jarrett and a guest will discuss the future of law firms in the 21st century, looking more closely at what firms can do now to ensure that they not only survive, but thrive in a brave new world of AI, automation, in-house legal services and new client demands. We look at how TR Elite can help your firm differentiate itself from the competition and adapt to this new legal environment.

Empire & Hudson  (7th FL)

3E Data Insights – Client Panel

Hear firsthand how a few of our early adopter clients are using 3E Data Insights. Our panelists will discuss how 3E Data Insights fits into their reporting strategy, the benefits to their firm as well as some of their favorite features. Questions from the audience are encouraged.

Barrymore  (9th FL)

 

What’s New in AP & GL

We will be demonstrating new feature enhancement for 3E 2.8.2 for Accounts Payable and General Ledger.

Cantor  (9th FL)

Monitoring and Diagnostics, Our Next Step

With Monitoring and Diagnostics adoption rates skyrocketing and Elite taking its power to the cloud, we would like to share and gather your reactions to the vision for Elite's evolution of this application.

Jolson  (9th FL)

 

2:00 pm – 3:00 pm

From Housekeeping to Breadwinning: How the Power of Data Can Move the Dial from Admin to Business Development Success

Traditionally firms have looked at systems such as business development and financial or practice management in isolation. But in this new age of ubiquitous data, learn how to leverage these inter-connected systems to drive the success of your business. This session will give you valuable pointers on taking a prescriptive approach to the implementations of these systems and getting the most out of them, while targeting the larger objective of increasing information awareness across the firm.

Harlem  (7th FL)

Show and Tell: Self-Service Reporting Using 3E Dashboard Design and 3E Notify

In this session, we will explore three of the "persona" dashboards offered in 3E, with specific emphasis on "self-service" reporting. You'll get a demo of the Working Timekeeper dashboard, Billing Timekeeper dashboard and Management Committee dashboard – and the associated setups and configurations that control what data each dashboard diplays. We will also explore how to use key event-driven notifications to populate the Notify Inbox dashboard part, and/or send automated email notifications to key users.

Jolson  (9th FL)

 

Favorite 3E Customizations Tips & Tricks

Come listen to Elite Services Technical Leads talk about some of their favorite 3E customizations. We will discuss the importance of making good design decisions up front, cover the pitfalls of bad designs, check out some cool looking customizations, and review how to code them.

Marquis A  (9th FL)

Bring Your Data to Life with Microsoft’s Power BI

Microsoft Power BI is a powerful way to transform, analyze and visualize data. Learn how to use standard reporting content from 3E Data Insights to create and share stunning, impactful reports that communicate your message effectively. See how to leverage Power BI beyond 3E Data Insights by easily connecting to other data sources and learn how to ask questions of your data. Take your data mining to the next level with Microsoft Power BI.

Marquis B & C  (9th FL)

 

3:30 pm – 5:00 pm

Cloud Technology and How Elite Is Leveraging It

This session will cover basic cloud concepts and technologies. Additionally, it will highlight and demo Elite products using this technology such as 3E, 3E Financial Reporting, and 3E Workspace.  TUTORIAL

Empire & Hudson  (7th FL)

3E Design Gallery Solution Development in V3

During this tutorial we will cover how to implement common solution changes using our newest tools (i.e., Solution Manager, Visual Designer, and Process Designer). We will demonstrate how to make changes around document flows (i.e., document output and distribution configuration), modify existing components, and add new sections such as additional time detail formats. Our new stock solutions will be used as the base for these demos.  TUTORIAL

Marquis A  (9th FL)

 

3E Matter Pricing

Join our tutorial to see a detailed demonstration of the new 3E Matter Pricing solution. Subject matter experts will be on hand to guide attendees through the application and to answer questions.  TUTORIAL

Astor Ballroom  (7th FL)

Show Me The Money: How 3E Deals with Accounts Payable, from Supply to Settlement

We show you how to set up Vendors/Payees, and how to post transactions in AP, with specific focus on: 1. Payees whose invoices will contain hard costs and therefore need to be on hold until those hard costs have been billed to the firm's client and the client has paid the bill. 2. Payees whose invoices have to go through an authorization process (unauthorized suspense). 3. AP Transaction Type masking. 4. Posting invoices (Vouchers) with Hard Costs or/and GL expenses. 5. Posting pre-paid invoices (Vouchers) for direct payments to suppliers. 6. Using models to create recurring vouchers. 7. Reporting / Inquiries. 8. Multi-currency (with brief reference to realized FX gain/loss treatment). 9. Payment runs.  TUTORIAL

Cantor  (9th FL)

 

3E Basic IDE

The IDE (Integrated Development Environment) provides a toolset which allows firms to make easy changes to their 3E Processes to improve the user experience. Discover how to modify QuickFind, Advanced Find, Query Results and Worklist. You'll also learn how to enable the Audit or Attachments features where desired, and add "UDFs" to Processes.  TUTORIAL

Jolson  (9th FL)

The Importance and Impact of Setups on System Balancing

This session will explore all setups and any associated masking that will impact system balancing. It will cover areas such as Transaction Types, Banks, Taxes & Financial Controls alongside GL Unit and Local Chart setups. You'll see the importance of your firm's setups and the impact they have.  TUTORIAL

Marquis B & C  (9th FL)

Thursday, June 21, 2018

 

8:00 am – 9:00 am

eBillingHub - What's New and Product Roadmap

A look at the short and long-term roadmap plans for eBillingHub as we continue work on key enhancements to the product.

Marquis A  (9th FL)

Cosine Matter Planning

As alternative fee arrangements and complex billing requirements continue to permeate the legal landscape, law firms and their clients are looking for better ways to manage their engagements. Cosine Matter Planning is built directly within the 3E Framework and delivers native 3E capabilities seamlessly. Join the Cosine team as we present just a few of the powerful features available in the market-leading pricing solution for 3E clients.

Harlem  (7th FL)

 

Education Services - Client Education Overview

Join us as we review the many training programs provided by Thomson Reuters Elite's professional training team - Education Services. Our team has a variety of training programs, for every application in Elite's catalog of software solutions, to aid your staff in leveraging the full value of Elite's products – and boosting revenue.

Columbia  (7th FL)

3E Masking and Its Power

Discover the power of 3E Masking. Learn about the capabilites for posting differing GL entries to multiple sets of books (i.e., GL Types) for a single transaction. This concept supports GL postings for various statutory requirements as well as differing firm requirements.

Cantor  (9th FL)

 

What's New with 3E Framework and the Elite Service Bus

This session will provide an overview of the new 3E platform and Elite Service Bus features in recent releases.

Jolson  (9th FL)

Doubtful Invoices and WIP Provisioning

This session provides insight on how to use WIP Provisioning and Doubtful Invoices to monitor and predict your inventory realizations.

Marquis B & C  (9th FL)

 

9:30 am – 10:30 am

U3E Tips and Secrets - DLS Manager, IBC

Explore Utilities 3E and learn about some of the less-known utilities like configuring Data Level Security, and the Interface Breaking Change reporting tool.

Barrymore  (9th FL)

One Hub to Manage All of Your e-Billing Needs (Yes, Really)

E-billing is supposed to make invoicing easier, but many different spend management systems, and widely varying requirements, have actually made the process more labor intensive and time consuming without closing the margin for error. If this sounds all too familiar, this is the session for you. The integration between 3E and eBillingHub takes the invoicing experience to a whole new level by reducing labor, e-billing rejection rates, write-downs, and write-offs. If you are ready to take e-billing head on, come learn how to make the right investment that is proven to pay for itself – and fast! For those already using eBillingHub, this session also looks at the latest enhancements underway and exciting updates on the horizon.

Astor Ballroom  (7th FL)

 

How 3E Image Connect Can Help Your Firm Store and Retrieve Transactional Backup Documentation

This session provides an introduction to Image Connect, the scanning system that allows firms to bulk scan, bar-code and attach supplier invoices (and other documents) to their corresponding posting records in 3E. You'll discover how to retrieve scanned images, and how they can be integrated with a Document Management System (DMS).

Columbia  (7th FL)

Directly Improve Profitability by Uncovering Your Operational Blind Spot with Real Data

Do you and your firm understand how much a piece of work costs to complete and what profit margin is attached to that work? If not, then this is a session you have to attend. As the legal world progresses, so must your firm! - Find out how you can access and use data to price work correctly and directly improve profitability. - Understand the data to know which operational changes will give you operational excellence and a true competitive advantage. - Find out about real-life cases studies from our clients who have used BigHand technology to improve profits within months of implementation.

Harlem  (7th FL)

 

Replacing Silverlight – 3E’s Updated User Interface

This session will provide a conceptual and architectural overview of the user interface that will replace 3E's current Microsoft Silverlight-based user interface. Join us as we discuss the way forward to a new decoupled user interface.

Cantor  (9th FL)

I Predict a Riot: Anticipated Costs and Why Most Firms Should Avoid Them

In this session, an experienced consultant discusses the concept of anticipated costs and the many reasons why most law firms should avoid using them. We look at how 3E deals with anticipated cost entries, their effect on matter WIP and masking, and their relationship with the "true" cost when the AP Voucher for it arrives. We look at the differences between hard cost and soft cost masking in 3E. Additionally, we'll discuss the tax, regulatory, system balancing and other practical implications of using anticipated costs.

Jolson  (9th FL)

 

What’s New in 3E Billing

Join us as we discuss what's new with 3E Billing in the 2.8.2 release. We'll cover Timekeeper Notes, Unallocated Receipts by Document Number, Proforma Edit by Detail, and much more.

Marquis B & C  (9th FL)

 

10:45 am – 11:45 am

Elite Unplugged!

You want answers? We've heard you loud and clear that you want to hear unrehearsed and "non-corporate speak" answers to your lingering questions or concerns. Please join Joseph Samarco with Drinker Biddle & Reath as he puts the Elite executive team on the "hot seat" and facilitates what will hopefully be an unrehearsed and thought-provoking conversation with Elite’s Executive Management team. Joseph has pledged that he will put the Executive Management team to the task and will not let them dodge any of his questions! This session is bound to be lively and interesting as we explore everything from Elite's strategy to tactical initiatives that help shape the future of law firms and Thomson Reuters Elite products.

Astor Ballroom  (7th FL)

It’s Your Knowledge Base 24/7

If accessing, navigating and searching the Elite Knowledge Base has sometimes been a mystery to you, then the information in this session will help you unravel the solutions you're looking for in the Knowledge Base. Find out how subscribing to KB articles can keep you current and informed about changes and best practices to your software solutions. A step-by-step approach is used to help users become familiar with accessing the Knowledge Base, using a handful of search tips, and searching for specific content. The Knowledge Base options covered include: tabs, navigation tree, categories, subcategories, the All Words search, filtering results by “HTML” articles only, and the Advanced Search with Article title only.

Duffy  (7th FL)

 

eBillingHub User Group

Join an open discussion between eBillingHub users, service managers, support, and operations about best practices, implementations, and more.

Columbia  (7th FL)

3E Metrics and Reports

This session covers configuration, scheduling and metric retention setups, and best practices. You'll discover how to make the most of the highly versatile metric presentations to easily mine your data and provide quick and meaningful result sets.

Jolson  (9th FL)

 

Demystifying Payment Selection Generation Unavailable Items and Application Bank Postings

This session will provide attendees with practical examples of Payment Selection Generation Unavailable items, investigate the application process for zero checks, and more.

Marquis B & C  (9th FL)

 

1:45 pm – 2:45 pm

The Truth About 3E in the Cloud from the First Firm to Go Live

Get the inside scoop on 3E in the Cloud by hearing about it firsthand from its earliest adopter – mid-size firm Gordon Arata. The live panel session and Q&A will give an overview of the drivers behind the firm’s decision to take 3E into the cloud and closely detail how its modules, configurations, and integrations were transitioned into this new environment.

Astor Ballroom  (7th FL)

3E Design Gallery - What's New and Product Roadmap

Join this session and discover the value 3E Design Gallery can bring to your firm’s document automation processes. Focus will be on V3, our current major release, which will be demonstrated, highlighting the fundamental changes to how documents are created and distributed. You will see where the product is going by getting a glimpse at our roadmap of new functionality available in v3.1 and planned for future releases.

Marquis A  (9th FL)

 

Xcelerate Extended – Get More from Your Investment

Dive deeper with Xcelerate and maximize your return on investment. Learn about how Xcelerate extends well beyond budgeting, forecasting and reporting. See the latest version in action, deeper integrations with Elite products and cutting-edge Microsoft solutions such as Power BI. Case studies for more business use cases for Xcelerate and how to seamlessly connect Xcelerate with your firm’s various systems.

Harlem  (7th FL)

Testing Your Masking

This session will walk through the practical application of how to test transaction type masking setups to ensure that the correct posting requirements are met for your firm.

Cantor  (9th FL)

 

All About 3E Trust

Join this session to get a better understanding of the 3E Trust module, from start to finish. Topics covered include: receiving Trust funds, applying those funds to billing invoices, and calculating interest on your interest bearing trust accounts. This session will also cover pointers that can help you take full advantage of 3E Trust features.

Jolson  (9th FL)

Let's Make a Deal: Rate Exceptions, Proforma Adjustments, and Volume Discounts

This session will introduce attendees to 3E Volume Discounts – how to set them up for various scenarios, how to use them, and what effect they have on postings within your 3E system. We also discuss how to report on the results, ways of providing law firm clients with a discount – from Rate Exceptions and Rate Exception Groups – and simple percentage-based proforma adjustments that can be pre-set at Client or Matter level.

Marquis B & C  (9th FL)

 

3:00 pm – 4:00 pm

Shine Lawyers (Shine Corporate Limited)

Join Shine as they talk through the selection, design and implementation of Elite’s Enterprise Business Management Solution (EBMS) as part of their ongoing transformation agenda across the Shine group of companies. With a central focus on innovative client solutions and a platform for growth, Shine and Elite have worked together to implement an integrated business solution covering case planning and management, financials, budgeting and forecasting, new business intake and client services.

Duffy  (7th FL)

Anticipating Your Successful 3E Implementation: Resources, Work Load, Focus Area, and Partnership

Hear from Elite's Senior Services Team on taking ownership and partnering during your 3E implementation.

Jolson  (9th FL)

 

User Acceptance Testing and other Keys to a Successful 3E Go-Live

What are the secrets to prepare your team your project team, your firm and your data for a success transition. We will discuss business processes review, legacy data clean-up and testing scripts. The key to success is team work and management support.

Marquis B & C  (9th FL)

3E Billing and GL Metrics from Support's Perspective

Do you have questions on how to navigate through running a metric? Come hear what the most commonly requested standard Billing and GL Metrics are, and how you can use them to gain better insights into your financial picture.

Barrymore  (9th FL)

 

Charge it 3E Style

The most common charges are Billed on Account and Other Service Charges. In this session, we'll present some examples of common use cases such as how users commonly mask Billed on Account entries.

Cantor  (9th FL)

 

May 21, 2018 version

SESSION SCHEDULE GRID

Monday, June 18, 2018

1:00 pm
|   
3:00 pm

Enterprise

Empire & Hudson  (7th FL)

Enterprise / 3E

Harlem  (7th FL)

Enterprise / 3E

Herald & Soho  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E / 3E

Barrymore  (9th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

3:15 pm
|   
5:15 pm

Tech

Barrymore  (9th FL)

Enterprise

Empire & Hudson  (7th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise / 3E

Harlem  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

Tuesday, June 19, 2018

8:15 am
|   
9:00 am

Breakfast

Broadway Ballroom  (6th FL)

9:00 am
|   
10:00 am

Keynote

Broadway Ballroom  (6th FL)

10:30 am
|   
11:30 am

VANTAGE Showcase/Enterprise to 3E/3E

Astor Ballroom  (7th FL)

Enterprise

Empire & Hudson  (7th FL)

Enterprise

Herald & Soho  (7th FL)

12:15 pm
|   
1:00 pm

Lunch

Broadway Ballroom  (6th FL)

1:00 pm
|   
2:00 pm

3E Workspace / 3E

Empire & Hudson  (7th FL)

Tech

Barrymore  (9th FL)

Enterprise / 3E

Harlem  (7th FL)

Enterprise / 3E

Marquis A  (9th FL)

Enterprise / Enterprise to 3E

Astor Ballroom  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

3E

Grammercy & Olmstead  (7th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

2:15 pm
|   
3:15 pm

3E MatterSphere / 3E

Marquis A  (9th FL)

3E MatterSphere / Tech

Barrymore  (9th FL)

3E Workspace / 3E

Marquis B & C  (9th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise to 3E

Duffy  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E / 3E

Astor Ballroom  (7th FL)

Enterprise to 3E / 3E

Empire & Hudson  (7th FL)

Enterprise to 3E / 3E

Cantor  (9th FL)

3E

Harlem  (7th FL)

3:45 pm
|   
4:45 pm

VANTAGE Showcase/MS/Workspace/3E

Marquis B & C  (9th FL)

3E MatterSphere / 3E

Duffy  (7th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E / 3E

Harlem  (7th FL)

3E

Barrymore  (9th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis A  (9th FL)

5:00 pm
|   
6:00 pm

VANTAGE Showcase / Enterprise / 3E

Grammercy & Olmstead  (7th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise / 3E

Harlem  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Empire & Hudson  (7th FL)

Enterprise to 3E

Marquis A  (9th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

6:00 pm
|   
8:00 pm

Reception

Westside Ballroom  (5th FL)

Wednesday, June 20, 2018

8:00 am
|   
8:45 am

Breakfast

Broadway Ballroom  (6th FL)

9:00 am
|   
10:30 am

3E MatterSphere / Tech

Barrymore  (9th FL)

3E Workspace / 3E

Columbia  (7th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

11:00 am
|   
12:00 pm

3E MatterSphere

Columbia  (7th FL)

3E Business Development

Duffy  (7th FL)

Tech / 3E

Marquis B & C  (9th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise / 3E

Harlem  (7th FL)

Enterprise / 3E

Empire & Hudson  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E

Marquis A  (9th FL)

3E

Barrymore  (9th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

12:00 pm
|   
12:45 pm

Lunch

Broadway Ballroom  (6th FL)

12:45 pm
|   
1:45 pm

Guest Keynote

Broadway Ballroom  (6th FL)

2:00 pm
|   
3:00 pm

VANTAGE Showcase

Columbia  (7th FL)

3E Business Development

Duffy  (7th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise to 3E

Astor Ballroom  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E / 3E

Harlem  (7th FL)

3E

Jolson  (9th FL)

3E

Marquis A  (9th FL)

3E

Marquis B & C  (9th FL)

3:30 pm
|   
5:00 pm

3E Workspace / Tech

Barrymore  (9th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise / 3E

Empire & Hudson  (7th FL)

Enterprise / 3E

Marquis A  (9th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

3E

Astor Ballroom  (7th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

Thursday, June 21, 2018

7:15 am
|   
8:00 am

Breakfast

Broadway Ballroom  (6th FL)

8:00 am
|   
9:00 am

3E MatterSphere

Duffy  (7th FL)

3E Workspace / Tech

Barrymore  (9th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise / 3E

Marquis A  (9th FL)

Enterprise to 3E

Astor Ballroom  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E / 3E

Harlem  (7th FL)

3E

Columbia  (7th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

9:30 am
|   
10:30 am

3E MatterSphere

Marquis A  (9th FL)

3E Business Development

Duffy  (7th FL)

Tech / 3E

Barrymore  (9th FL)

Enterprise

Empire & Hudson  (7th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise / 3E

Astor Ballroom  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

3E

Columbia  (7th FL)

3E

Harlem  (7th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

10:45 am
|   
11:45 am

VANTAGE Showcase / Enterprise / 3E

Astor Ballroom  (7th FL)

Insights & Outlooks

Empire & Hudson  (7th FL)

3E Workspace

Marquis A  (9th FL)

Tech

Barrymore  (9th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise / 3E

Duffy  (7th FL)

Enterprise / 3E

Columbia  (7th FL)

Enterprise to 3E

Harlem  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

11:45 am
|   
12:30 pm

Lunch

Broadway Ballroom  (6th FL)

12:30 pm
|   
1:30 pm

Dessert

Westside Ballroom  (5th FL)

1:45 pm
|   
2:45 pm

VANTAGE Showcase/Enterprise to 3E/3E

Astor Ballroom  (7th FL)

Insights & Outlooks

Empire & Hudson  (7th FL)

3E Business Development

Duffy  (7th FL)

Enterprise / 3E

Marquis A  (9th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E

Herald & Soho  (7th FL)

Enterprise to 3E

Barrymore  (9th FL)

3E

Harlem  (7th FL)

3E

Cantor  (9th FL)

3E

Jolson  (9th FL)

3E

Marquis B & C  (9th FL)

3:00 pm
|   
4:00 pm

VANTAGE Showcase/MS/Workspace/3E

Duffy  (7th FL)

3E Workspace

Marquis A  (9th FL)

Enterprise

Herald & Soho  (7th FL)

Enterprise to 3E

Astor Ballroom  (7th FL)

Enterprise to 3E

Chelsea & Gotham  (7th FL)

Enterprise to 3E

Grammercy & Olmstead  (7th FL)

Enterprise to 3E / 3E

Jolson  (9th FL)

Enterprise to 3E / 3E

Marquis B & C  (9th FL)

3E

Barrymore  (9th FL)

3E

Cantor  (9th FL)

6:30 pm
|   
10:30 pm

Gala

 

We look forward to seeing you in London this February!   REGISTER NOW >