Modern Financial Operations: The Blueprint Emerging at Leading Firms
Financial operations are rapidly becoming the engine for AI, automation, and data-driven decision-making. Drawing on customer experiences across the world's largest firms, we will will share the capabilities, operating principles, and technology investments consistently emerging among the firms leading modernization.
Inside the Modernization Playbook
During this panel, customers will share how they approached modernization—from building the business case and securing executive sponsorship to sequencing cloud, data, reporting, and automation initiatives. The discussion will focus on practical decisions, measurable outcomes, and lessons learned, rather than implementation timelines.
Building the AI Financial Operations Platform
What capabilities should firms be investing in today to support tomorrow's operating model? Elite product leaders will demonstrate how AI, automation, analytics, and connected workflows are coming together across the platform, while explaining the product strategy behind those investments and what customers should prepare for next.
Customer Spotlight: Transformation in Practice
Go beyond the announcement. Hear customer walk through its modernization journey in detail—from initial challenges and governance decisions to business outcomes, adoption lessons, and measurable operational improvements.
Innovation Showcase: Solving Tomorrow's Operational Challenges
Take a fast-paced look at emerging capabilities across AI, financial operations, reporting, workflow automation, and data. Instead of a roadmap presentation, each innovation is framed around a business problem firms are trying to solve today—paired with customer perspectives on where they see the greatest opportunity and impact.
What We've Learned from 100+ Modernization Programs
What separates firms that accelerate from those that stall? We will share recurring patterns, leadership decisions, and operational practices observed across hundreds of modernization engagements.
Inside the Product Room: Designing the AI Financial Operations Platform
Go beyond the roadmap to understand why Elite is investing where it is, how customer feedback shapes priorities, and how AI, data, and connected workflows are changing the platform. This session will include an interactive discussion throughout.
From Point Solutions to Connected Financial Operations
What does "connected financial operations" actually look like? Follow the lifecycle of a matter—from time entry through billing, e-billing, payments, collections, reporting, and AI—to see how leading firms are eliminating handoffs, reducing manual work, and creating a single connected experience. Whether you're on-prem or in the cloud, this session will provide a framework for evaluating your firm's current workflows and identifying opportunities to improve them today.
What Leading Firms Are Doing Differently
See how firms are connecting 3E, Proforma, eBillingHub, Payments, reporting, and analytics to create faster, more accurate, and less manual financial operations. Rather than showcasing features, the session will follow real business scenarios, highlighting practical improvements firms have achieved and the incremental steps you can begin taking immediately—even before a cloud migration.
Real Problems. Real Solutions.
During this session, Elite Subject Matter experts will host discussions in rotation. Choose operational challenges most relevant to your role, including billing efficiency, reporting, write-offs, e-billing, collections, dashboards, workflow automation, or financial systems administration. Each table will be facilitated by an Elite expert and customer practitioner who will share proven approaches, answer questions, and help participants troubleshoot their own challenges.
Beyond Billing: Unlocking More Value from the Elite Platform
See how firms are extending value across Proforma, eBillingHub, Payments, and workflow automation to improve operational performance—not by working harder, but by connecting more of the platform.
Ask the Experts: Financial Operations
During this session, Elite subject matter experts will host rotational discussions. Choose from hosted tables on billing, Proforma, eBillingHub, Payments, administration, workflows, or platform adoption. Every 15 minutes, experts will rotate, giving attendees direct access to product managers, consultants, customer success leaders, and experienced users.
Cohort Round Table: 3E Financials
Join other customer attendees with shared interest in topics about 3E Financials, including Billing, Accounts Payable, and General Ledger. Share and discuss trends and best practices. Input is encouraged during this round table session, and Elite Subject Matter Experts will be on-hand to provide input and direction. These sessions are exclusive for Elite employees and customers only. Sponsors and exhibitors are excluded from attending these sessions.
Preparing Your Firm for AI Starts Long Before AI
Most firms are asking what AI tools to deploy. Leading firms are asking a different question: Are our data and processes ready? Learn the foundational capabilities that enable AI, including standardized workflows, trusted data, governance, and user adoption. Hear how customers are addressing these challenges regardless of where they are in their cloud journey. Interactive table discussions will help attendees identify the biggest barriers within their own firms. Takeaway: An AI readiness checklist participants can bring back to their teams.
Ask Anything: Product Experts, Power Users, and Your Peers
No presentations. No slides. Just direct access to the people building, supporting, and using the platform every day. Rotate between topic tables hosted by Elite product leaders, customer power users, and implementation specialists to ask questions, compare approaches, and explore what's possible as your firm modernizes. The session will conclude with each table sharing its most valuable insight with the room.
Building the Data Foundation for AI
AI isn't limited by models—it's limited by data quality, governance, and operational discipline. Learn what leading firms are doing today to prepare for embedded AI, regardless of whether they're on-prem or in the cloud.
Making AI Practical
Go beyond AI concepts to explore practical use cases emerging across financial operations, reporting, workflow automation, and decision support. Product leaders will demonstrate what's possible, while customers will discuss where AI is already changing how work gets done.
Reporting that Drives Action
Explore the dashboards and operational metrics finance leaders use to manage realization, lock-up, collections, and overall firm performance. Learn not only what to measure, but how leading firms use these insights to drive operational change.
Ask the Experts: Data, Analytics & AI During this workshop, groups will tackle common challenges such as billing delays, write-offs, approval bottlenecks, collections, and user adoption. Elite facilitators and customer practitioners will introduce proven workflows and will guide groups as they redesign their own processes using practical worksheets.
Cohort Round Table: 3E Technology
Join other customer attendees with shared interest in topics about 3E Technology, including APIs, extracts, and integrations. Attendees will discuss and share trends and best practices about this topic. Input is encouraged during this round table session, and Elite Subject Matter experts will be on-hand to provide input and direction. These sessions are exclusive for Elite employees and customers only. Sponsors and exhibitors are excluded from attending these sessions.
Get ready for the next level of Learning Zones: Insight Studio Sessions
We heard you wanted more connection, more conversation, and more deep insights. These small group interactive sessions are designed to deliver practical answers by Elite experts, spark meaningful conversations with your peers, and help you tackle key challenges surrounding your solutions. Each session will accommodate up to 10 attendees, allowing for an intimate and focused discussion. Insight Studio Sessions will run throughout Tuesday and Wednesday. Pre-registration will be necessary to secure your spot!
Smarter Conflicts Notifications
Cut through the noise and keep your timekeepers focused. Discover practical ways to fine-tune conflict notifications so the right alerts reach the right people, without unnecessary distractions.
Where's the Proforma?
Never lose track of a proforma again! Explore proven best practices for 3E Proforma tracking and learn how to quickly answer the all-important question: “Where is the proforma?”
Collections Optimization
Ready for a fresh start with Collections? Learn practical steps to clean up your system, improve data quality, and build a stronger foundation for a smoother, more effective collections process.
Workflow Optimization
Get more from the workflow tools already at your fingertips. Join this practical troubleshooting session to uncover underused 3E Workflow capabilities, resolve common issues, and streamline everyday processes.
Data Insights: Ask the Experts
Bring your toughest data questions and boldest ideas to this interactive Ask the Experts session. The Data Insights team will offer real-time guidance, practical solutions, and fresh inspiration to help you move forward with confidence.
Setting Up New Clients in eBillingHub
Set up every new client for success from day one. Walk through the essential steps for creating a new client in eBillingHub and pick up practical tips for a smooth, accurate setup.
Help! eBillingHub Invoices Are Not Processing
When eBillingHub invoices stop moving, know exactly where to look. Learn a practical troubleshooting approach to identify common processing issues, resolve roadblocks, and keep invoices on track.
Quick Troubleshooting in Elite Payments
Payments issue? Start here. Discover fast, practical troubleshooting techniques for Elite Payments that can help you pinpoint common problems, accelerate resolution, and keep transactions flowing.
Elite Intelligence Insights
Turn information into action with Elite Intelligence. Explore how its capabilities can enhance your 3E experience, reveal meaningful insights, and support smarter, faster decision-making.
Financial Reporting, Budgeting, and Forecasting (AFS) Clinic
Take your financial planning and reporting to the next level. Bring your questions about AFS budgeting, forecasting, and reporting design for practical troubleshooting, expert advice, and ideas you can put to work right away.
Distribution Setups and Power Automate
Make document distribution feel effortless. See how Distribution Setups and Power Automate can streamline invoices, remittance advices, billing statements, and collection letters, saving time and creating a smoother experience.
Managing Alternative Fee Arrangements
Make complex billing arrangements easier to manage. Explore practical ways to simplify alternative fee arrangements and respond to evolving client needs with greater flexibility and confidence.
Configuring Grid and Worklist View
Put the right information front and center. Learn how to configure Grid and Worklist views to surface valuable data in core 3E processes, helping teams work faster and make better-informed decisions.
I Need a New Field
Need a new field? You may not need the IDE. Discover a streamlined front-end approach to adding firm-defined fields and learn how to extend 3E with less complexity.
I Want My Own Report
Bring your reporting vision to life. Explore 3E report and metric configuration options that empower you to create tailored insights and deliver the information your teams need most.
eBillingHub Multipayor Setup within 3E in the Cloud
Gain a strong understanding of the hierarchy or mappings and configurations for multipayor setup in 3E in the cloud.
eBillingHub Mappings within 3E in the Cloud
Find out the best mappings for eBillingHub UTBMS, Tax, and Timkeeper mappings within 3E in the Cloud.
*Curriculum is subject to change.
Firms that moved financial operations to the cloud reduced days sales outstanding, shortened month-end close, and gave finance teams faster access to their own data. The 2026 Cloud Results Report draws on results from 120+ law firms in the cloud to show what separates the top performers across cash, capacity, and protected revenue.
Elite announces continued acceleration across its platform, with all-time billing transactions reaching $145 billion, SaaS users growing 60% YoY to 53,000, and over 120 law firms now live in the cloud.
For years, cloud migration has largely been viewed as an IT initiative. Today, it's becoming a business decision.
"We've been able to simplify parts of our process, improve efficiency across our financial workflows, and get more value out of the platform in a shorter period of time."
Chris Yergeau, Director of Finance and Operations Systems, Paul Hastings
"Investing in powerful technology is enabling us to better serve our clients and empowering our firm to be more efficient, productive, and profitable."
Frank Pittard, Executive Director, Gentry Locke
"We are confident that 3E cloud represents a vastly superior choice in terms of cloud architecture." "
Rob Hilton, Head of IT, Lee & Thompson
AI doesn't fail because of the model. It fails because of the data. Every agent or automated workflow your firm deploys needs clean, unified, governed data to function reliably. Data Connect is that foundation, and it’s already working inside Fabric.
The most important questions your firm needs to answer aren't in any dashboard. When determining where to invest and what drives growth, you need near real-time data to make the judgement call. With Data Connect, those questions finally have answers. That's the difference between reporting on what happened and deciding what to do next. Firms that answer those questions in real time recover revenue that fragmented systems let slip.
Finance teams spend too much time on manual data gathering and report prep instead of strategic analysis. Data Connect eliminates that by delivering clean, governed 3E data automatically so your team can focus on what actually moves the firm forward.
