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1:00 pm – 3:00 pm
3:15 pm – 5:15 pm
11:45 am – 12:45 pm
Jan 26, 2017 version
CurriculumThe following is the most current VANTAGE 2017 Worldwide Conference curriculum. 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 and Legal Tracker clients, we have designed two two-day conferences, ProLaw Summit at VANTAGE and Tracker Summit at VANTAGE,
that include all ProLaw and Legal Tracker sessions. Please visit ProLaw Summit schedule or Tracker Summit schedule for details.
All VANTAGE Worldwide sessions and tutorials qualify for CPE credit.
Sessions are listed as follows:
General Interests
Insights & Outlooks
Enterprise
Enterprise to 3E
3E
Schedule grid:
A schedule quick reference grid is located after the sessions list. Jump to the schedule grid »
GENERAL INTERESTS
MONDAY, JUNE 5, 2017
Common E-Billing Mistakes Managers Should Know About and How to Assist inCorrecting Them
During this tutorial our experts will show you common mistakes e-billers make, causingdelays in e-billing as well as rejections. We will also help you �nd simple solutions toassist your e-billers to eliminate those mistakes. TUTORIAL
FLORIDIAN SALONS D & E
E-Billing Best Practices for E-Billers and Managers
During this tutorial our experts will show you best practice reports and best practice e-billing processes to ensure your e-billing team is ebilling e�ciently. TUTORIAL
FLORIDIAN SALONS D & E
TUESDAY, JUNE 6, 2017
Design Gallery Roadmap
Many exciting things are happening with Design Gallery. Come see where the productis going by geting a glimpse at our roadmap of new functionality planned for futurereleases.
FLORIDIAN SALONS D & E
3:00 pm – 4:00 pm
9:00 am – 10:30 am
11:00 am – 12:00 pm
1:45 pm – 2:45 pm
Design Gallery v3 in Action
Design Gallery version 3 is a major release whichincludes fundamental changes to how documents arecreated and distributed. Join us for a detailed demothat will guide you through the new v3 experience.You will see how you can take control of your entiredocument automation processes and do things notpossible with v2.
BONNET SALON XI
Data Visualization with Microsoft's Power BI
Power BI is part of Elite's Business Intelligence strategy.Take advantage of our BI solutions to leverage thevarious components of Power BI. You'll get a jump starton how to create insightful reports and dashboardsthat can empower �rm management to makeimpactful, and pro�table, decisions.
BONNET SALON XII
WEDNESDAY, JUNE 7, 2017
eBillingHub User Group
Join an open discussion between eBillingHub users,service managers, support and operations about bestpractices, implementations, and more. TUTORIAL
DIXIE
Improve Your Bottom Line with Matter Management
Today's law �rms serve increasingly sophisticatedclients who expect alternative fee arrangements ratherthan traditional pricing. Additionally, law �rm leaders -eager to protect pro�ts and reduce legal and businessrisk - now prioritize process improvement and mattermanagement solutions to improve legal work productdelivery. In this new normal, MatterSphere has becomean invaluable tool as law �rms. Get a taste of thispowerful and far-reaching product in this session.Learn about MatterSphere as a front o�ce tool, a casemanagement system, a document managementrepository – and a whole lot more. TUTORIAL
JACKSON
Moving from Document Studio to Design Gallery
Thinking about moving to Design Gallery? In thissession, we will discuss all of the key items you needto know about moving to Design Gallery v3 fromDocument Studio. We’ll cover everything about theupgrade path, from solution development, to serverset up and con�guration. TUTORIAL
FLORIDIAN SALON F
3E and MatterSphere: Enhance Your New Business Request Process – and ManageMore than Just Con�icts!
Come see how MatterSphere, paired with 3E, provides the smooth and e�cientbusiness request process your lawyers and secretaries demand. You'll also learn aboutadditional key integration points between 3E and MatterSphere and how they canwork together to make your practice run more smoothly.
JACKSON
Matter Management: What's New and ProductRoadmap
Join us for a year-in-review discussion coveringmatters or questions that have come up since the lastuser conference. We’ll also highlight what’s coming inthe future MatterSphere roadmap.
JACKSON
Troubleshooting a Design Gallery Environment
Why didn’t that invoice generate? Where’s my print job?These are common questions asked by Design Galleryusers. In this session, we’ll discuss a range of conceptsaround how to best troubleshoot your Design Galleryenvironment.
BONNET SALON XI
3:15 pm – 4:45 pm
4:45 pm – 5:30 pm
8:45 am – 9:45 am
10:15 am – 11:15 am
11:30 am – 12:30 pm
Building a Better eBillingHub: Why? When? How?
A look at the long-term roadmap plans foreBillingHub, including the next-gen version of thebilling solution - Project Livewire. TUTORIAL
DIXIE
MatterSphere Developer Productivity andCustomization Examples
This session is for IT leaders looking to take their �rm'se�ciency to the next level. The MatterSphere 7.2release will be demonstrated, showcasing new featuresthat sign�cantly boost MatterSphere developerproductivity. TUTORIAL
JACKSON
Introduction to Design Gallery Processes
With Design Gallery v3 we introduced processes toprovide �exible control over your document anddistribution requirements. In this session we’ll coverhow processes work, how to create them, and how tomaximize their use. TUTORIAL
FLORIDIAN SALONS D & E
Our Journey with MatterSphere: A Firm's Story
Join a law �rm for a discussion on what led them to select MatterSphere and how thesystem is now helping practices and lawyers at the �rm work better.
JACKSON
THURSDAY, JUNE 8, 2017
Working Together for a Better eBillingHubEcosystem
Come learn about the steps that eBillingHub is takingto partner more closely with Time and Billing Systems,Corporate Client Vendors and other applicationproviders to improve your overall e-billing experience.
DIXIE
Using Design Gallery’s Visual Designer
In this session we will provide a general introductionon how to use Design Gallery’s MS Word-like designtool, Visual Designer. In addition, if you have alreadylegacy components in Design Gallery written in XSLcode, this session will also look at taking these XSLcomponents and migrating them into Visual Designermaking them easier to modify in the future.
BONNET SALON XI
The Lawyer Desktop: Workspace and Elite Mobile Demonstration and Overview
View a live demonstration of how lawyers can get their job done using an intuitive userinterface that seamlessly brings together 3E, MatterSphere, and BusinessDevelopment Premier data. You'll learn how you can empower your lawyers withautomated client insight, let them access documents and enter time on the go, interactwith 3E processes, and more.
JACKSON
Workspace and Mobile: What's New and Product Roadmap
Come �nd out where Elite is and where it's going with Workspace and Mobile – thelawyer user experience that brings together 3E, MatterSphere, Business DevelopmentPremier, and other applications within your �rm.
JACKSON
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
9:00 am – 10:30 am
1:45 pm – 2:45 pm
3:15 pm – 4:45 pm
eBillingHub: Going Native in Microsoft Azure
Have a look at the Cloud technology underlying thefuture of eBillingHub, the new features it will enable,and how it will impact your law �rm.
DIXIE
How to Extend Workspace and Mobile
Learn how to go beyond out-of-the-box Workspaceand Mobile options, and customize them to meet your�rm's unique requirements. This session provides adetailed demonstration of how to con�gure andcustomize the web and mobile user interfaces, and theElite Integration Framework Data Sync.
JACKSON
Workspace and Mobile: Under the Hood
This deep dive session takes you under the hood of Elite Integration Framework,Workspace, and Mobile. You'll get an in-depth perspective of the architecture of eachcomponent and their capabilities such as bi-directional data syncing, data on the go formobile use cases, PowerBI.com integration, time entry, and 3rd party applicationintegration. It is all possible!
JACKSON
Elite Integration Framework Data Sync: How to Implement Bi-Directional Syncs withElite and 3rd Party Applications
This is an in depth technical overview explaining how to implement bi-directional dataintegrations between Elite products such as 3E and MatterSphere, and also 3rdy partyapplications.
JACKSON
INSIGHTS & OUTLOOKS
WEDNESDAY, JUNE 7, 2017
Next-Level Data for the GC and CFO
More e-billing and matter data are available than ever before for GCs, law �rm CFOs,and their teams. How is the data boom helping or hindering your teams today, andwhat new opportunities or challenges do you expect in the future?
HAMILTON & INDIAN RIVER
Cyber Security Arms Race
Preparing for major security risks – such as cyber terrorism, data privacy, reputationalimpact – has never been more important. How ready is your �rm? Come �nd out whatit takes to overcome today's security risks.
HAMILTON & INDIAN RIVER
Cloud on the Horizon
Over 40% of law �rms expect that a quarter or more of their technology will be in thecloud in 1 - 3 years. Join this session to �nd out how the Cloud can �t into your �rm’stechnology roadmap.
HAMILTON & INDIAN RIVER
8:45 am – 9:45 am
10:15 am – 11:15 am
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
THURSDAY, JUNE 8, 2017
Lean Legal: Evolution or Revolution?
Find out how today's �rms are streamlining processes and boosting revenue. Thissession covers how corporate legal departments and law �rms are changingprocedures and technology to cut costs and drive productivity, and see how fast thischange is taking place.
HAMILTON & INDIAN RIVER
The Intelligent Law Firm
What types of business intelligence do your lawyers and C-levels rely on most today?Come for a discussion on BI resources and the cost of missing timely and accuratedata on your �rm's decision making, and your revenue.
HAMILTON & INDIAN RIVER
Business Development Balancing Act
Relationships are still key but no longer the primary factor for creating client loyalty.How can law �rms strengthen client relationships and show more value at the sametime? Come learn how technology can be used to increase your value to your clients.
HAMILTON & INDIAN RIVER
Information Technology Mosaic
This session covers the business impact and implications of the increasing complexityin law �rms’ IT environments.
HAMILTON & INDIAN RIVER
1:00 pm – 3:00 pm
3:15 pm – 5:15 pm
10:30 am – 11:30 am
11:45 am – 12:45 pm
ENTERPRISE
MONDAY, JUNE 5, 2017
Enterprise Interim Billing Best Practices
Join us for an extensive look at the Enterprise InterimBilling feature (a.k.a., Fixed Fee or On Account Billing).Interim billing enables your �rm to render invoiceswithout relieving work-in-progress. As unallocatedcredits reduce accounts receivables, interim balancesreduce unbilled time and costs. This tutorial will covereverything from setups, to transactions, to the impacton statistics and reporting. TUTORIAL
FLORIDIAN SALON B
Maintaining and Supporting Document StudioTemplates and Environment
Most customers use the basic features of DocumentStudio, but few use it to its full potential. In this session,we’ll walk through several advanced concepts inDocument Studio, including dynamic subdocreferences, macro execution, IFT repeatability andmany other topics. TUTORIAL
FLORIDIAN SALON J
Enterprise Flat Fee Billing Best Practices
This tutorial provides an in-depth review of the setup,use, process �ow, and reporting for implementing �atfee billing in Enterprise. TUTORIAL
FLORIDIAN SALON B
Understanding Enterprise Framework Tools andScreen Customizations
Join us for an in-depth look at the Enterprise Toolsmenu functions and how they can be used to enhanceand customize the Enterprise experience for yourusers. This tutorial will focus mainly on the functionsthat impact the user interface, including DataDictionary Manager, Message Manager, LabelPreferences, Query Builder, Multi Query Builder, andTree View Editor. We also will explore the bene�ts ofusing Visual Basic for Applications (VBA) to extend thefunctionality of Enterprise applications by customizingscreens to streamline processes as well as to securedata. You will learn how to move certain �elds fromone screen to another for the �rm, group, or individual,and how to secure information by either disabling a�eld or even removing it. TUTORIAL
FLORIDIAN SALON J
TUESDAY, JUNE 6, 2017
Enterprise Multipayor Best Practices
What is multipayor billing? What is the the best way to use it? Join us for an explorationof how multipayor works, the bene�ts, and the impact on statistics and reporting.
FLORIDIAN SALON J
Enterprise Write-ups and Write-downs Best Practices
Join us for an in-depth review of the various write-up and write-down options availablein Enterprise. Discover how these transactions �ow through the system in terms ofrealization and postings, and learn about their impact on statistics and reporting.
FLORIDIAN SALON J
2:00 pm – 3:00 pm
3:00 pm – 4:00 pm
4:30 pm – 5:30 pm
9:00 am – 10:30 am
11:00 am – 12:00 pm
1:45 pm – 2:45 pm
3:15 pm – 4:45 pm
Enterprise Con�icts Manager 3.10 and 3.11Enhancements Review
In this session, we will review the enhancementsdelivered in the Enterprise Con�icts Manager 3.10and 3.11 releases.
FLORIDIAN SALON J
Paperless Proforma for Enterprise and 3E
Come learn about what's new in Enterprise PaperlessProforma and get a sneak a peek at 3E PaperlessProforma. We'll discuss making the transition from theEnterprise version to the 3E version of PaperlessProforma. Attendees will also get a roadmap tour intothe future of Paperless Proforma.
FLORIDIAN SALON B
Enterprise Favorite Features
Join Elite subject matter experts to hear about some of their favorite features. This is aperfect session to learn how to become more e�cient with the system and businessprocesses.
FLORIDIAN SALON J
WebView 5.5 and 5.6 Enhancement Review
In this session, we will review the enhancements delivered in the WebView 5.5 and 5.6releases.
FLORIDIAN SALON J
WEDNESDAY, JUNE 7, 2017
Enterprise Billing Manager 3.10 and 3.11Enhancement Review
In this session, we will review the enhancementsdelivered in the Enterprise Billing Manager 3.10 and3.11 releases. TUTORIAL
FLORIDIAN SALON J
Enterprise AP/GL 3.10 and 3.11 Enhancement Review
In this session, we will review the enhancementsdelivered in the Enterprise Financial Manager (AP/GL)3.10 and 3.11 releases. TUTORIAL
FLORIDIAN SALON K
Paperless Proforma Customizations for Beginners
Customizing Paperless Proforma can be a dauntingtask. Come learn about customizing Paperlessyourself by modifying lists, details screen, usersecurity, and much more.
FLORIDIAN SALON J
Extend Best Practices and 3.11 Enhancements Review
Come and learn about the customization capabilitiesavailable with Enterprise Extend. Learn how tocustomize standard events to tailor them to your �rm’sneeds, and gain a better understanding of theenhancements included in the 3.11 release. Previousknowledge of Extend is strongly recommended.
FLORIDIAN SALON K
Tips and Tricks in Enterprise Credits
In this session, we will share tips and tricks in Credits to help maximize your use of theapplication. Our focus will be on lesser-known options, so you'll be sure to learnsomething new!
FLORIDIAN SALON J
Enterprise Data Mining Tips and Tricks
Discover useful tips and tricks for mining data in Enterprise, including billing inquiryand standard reports by topic or need. TUTORIAL
FLORIDIAN SALON J
8:45 am – 9:45 am
10:15 am – 11:15 am
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
THURSDAY, JUNE 8, 2017
Enterprise Progression
Join our Product Management team for a review ofthe Enterprise Progression, including the highlights ofthe Enterprise 3.11 release.
FLORIDIAN SALON J
Volume Discounts and Alternative Fee Arrangements:How and When to Use Them
Today's clients are asking for new large volumediscounts and alternative fee arrangements, in additionto all of the rate structures. Come �nd out how to usethe 3E volume discounts and alternative feearrangements and see how to make them work foryou.
FLORIDIAN SALON L
Enterprise Records Manager 3.10 and 3.11 Enhancements Review
In this session, we will review the enhancements delivered in the Enterprise RecordsManager 3.10 and 3.11 releases.
FLORIDIAN SALON J
Enterprise Data Warehouse Reporting
Data Warehousing in Enterprise provides an easymethod of combining data from across managementreports into a single, easily modi�ed, �nal report. Byselecting the Data Warehousing option whengenerating a standard report in the Enterprisesystem, the report creates a table of data that isaccessible through report writer applications. In thissession, using standard Enterprise Data Warehousereports, you will learn how to set up Excel tocommunicate with these Enterprise tables to retrieveinformation from them for reporting.
FLORIDIAN SALON J
Paperless Proforma for 3E
Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future of PaperlessProforma.
BONNET SALON XII
Enterprise Split Billing Best Practices
What is split billing? What is the the best way to use it? Join us for an exploration ofhow it works, the bene�ts, and the impact on statistics and reporting.
FLORIDIAN SALON J
Enterprise Billing Rates Best Practices
With complex rate demands and exceptions on the rise, this session will help you gaina better understanding of the hierarchy of standard and alternate billing rates andoptions.
FLORIDIAN SALON J
1:00 pm – 3:00 pm
3:15 pm – 5:15 pm
10:30 am – 11:30 am
11:45 am – 12:45 pm
2:00 pm – 3:00 pm
3:00 pm – 4:00 pm
ENTERPRISE TO 3E
MONDAY, JUNE 5, 2017
Meeting Legal Business Requirements: Transitioningto 3E Rates
Join us as we compare and contrast rate functionalitybetween Elite Enterprise and 3E. We will examinetimekeeper, cost, and exception rates. We'll alsodemonstrate a few rate scenarios. TUTORIAL
FLORIDIAN SALON F
Understanding the Enterprise to 3E ConversionProcess
Join us as we discuss the Enterprise to 3E conversionprocess. Topics covered will include: Elite’s role versusthe �rm’s role, what you can do to prepare,understanding what Elite covers, what to expect fromeach conversion, and understanding the DataValidation process (i.e., LDR, Data Validation and UAT). TUTORIAL
FLORIDIAN SALON K
Transitioning to 3E: Advanced Multicurrency
Explore the ease with which 3E handlesmulticurrency, from sub-ledgers to GL. This sessionwill focus on the similarities and di�erences of themulticurrency framework, currencies conversion, andsupportive reporting features in Enterprise and 3E.We will also walk through added feature sets likeexplicit currency, realized/unrealized FX, and theunlimited currency rate types available in 3E. TUTORIAL
FLORIDIAN SALON F
Readying Your Enterprise Data for a 3E Conversion
Are you wondering what you can do today with yourEnterprise data to prepare for a successful conversionto 3E? In this tutorial, we will focus on the elementsrequired for a successful data conversion to 3E whilekeeping an eye on current operations in Enterprise.You'll learn about data integrity processes, tips andtechniques on data clean-up, and best practices thatprepare your data for migration. TUTORIAL
FLORIDIAN SALON K
TUESDAY, JUNE 6, 2017
Making the Transition to 3E AP and Reporting
Join us as we compare Enterprise Accounts Payable to 3E AP, including reporting.
FLORIDIAN SALON A
Moving from Enterprise to 3E Records
Planning to make the move to 3E soon? Come take a closer look at the similarities anddi�erences between Enterprise Records Manager and 3E Records.
FLORIDIAN SALON A
Paperless Proforma for Enterprise and 3E
Come learn about what's new in Enterprise PaperlessProforma and get a sneak a peek at 3E PaperlessProforma. We'll discuss making the transition fromthe Enterprise version to the 3E version of PaperlessProforma. Attendees will also get a roadmap tour intothe future of Paperless Proforma.
FLORIDIAN SALON B
What are the Business Bene�ts of Moving to 3E?
Join our experienced team as they lay out the businessbene�ts and transformative aspects of 3E.
FLORIDIAN SALON A
Enrico's Top 10 Reasons to Move to 3E
In this session, we'll go over some Enterprise favoritefeatures that are even better in 3E!
FLORIDIAN SALON A
Data Structures: Tables Versus Archetypes andFramework
Join us as we compare the Enterprise data structuresto 3E. You'll get an overview of the 3E data structureset and see how it di�ers from Enterprise.
FLORIDIAN SALON B
4:30 pm – 5:30 pm
9:00 am – 10:30 am
11:00 am – 12:00 pm
1:45 pm – 2:45 pm
3:15 pm – 4:45 pm
Technical Infrastructure: Understanding the 3E Product Systems Requirements
Join us for a stem-to-stern review of the 3E Product System Requirements (PSR).
FLORIDIAN SALON A
WEDNESDAY, JUNE 7, 2017
Dollars and Sense: Your 3E Business Plan
Are you wondering where to start with your 3Ebusiness plan and how to sell it internally? Comelearn from Elite account executives what has workedfor other clients on their path to 3E. TUTORIAL
FLORIDIAN SALON A
Moving to 3E: Fundamentals of Changes in Masking
Join us as we compare Enterprise and 3E masking. Youwill learn how masking can be utilized, and improvedupon, in 3E. TUTORIAL
FLORIDIAN SALON B
Making the Move with 3E Setups
Join us as we discuss improvements to the setupprocesses between Enterprise and 3E. 3E o�ers muchmore �exibility and control over the impact of setups.We will review enhancements in application andmaster �le setups like statuses, o�ces, anddepartments. Additionally we'll discuss VB Options vs.Overrides, Set System options, and �nally ControlPanels vs Financial Controls. TUTORIAL
FLORIDIAN SALON G
Migrating From Enterprise to 3E with eBillingHub
When taking on a project like transitioning from Enterprise to 3E, it's easy to overlookthe potential impact on your e-billing process. Join us as we discuss what the processentails from the eBillingHub perspective and hear testimonials from customers whohave already completed the migration.
FLORIDIAN SALON B
Enterprise to 3E Security
This session will provide an overview of Enterpriseand 3E security models, focusing on their similaritiesand di�erences. We will introduce and suggest waysto evaluate how to transition between the twomodels.
FLORIDIAN SALON A
Learn From Your Peers: Anatomy of an Enterprise to3E Conversion
Are you interested in hearing about an Enterprise to 3Econversion from a customer who has recently gone liveon 3E? Join us for a review of the process theyfollowed, the challenges they experienced, and thee�ciencies they gained.
FLORIDIAN SALON B
Today Versus the Future: Advanced BillingArrangements
Join us while we explore how 3E and Enterprise di�erwhen handling advanced billing arrangements,including multi-payor, splits, �xed fee, volumediscounts and alternative fee arrangements. TUTORIAL
FLORIDIAN SALON A
Making the Change with Reporting
Join us as we compare Enterprise Reporting to 3E. TUTORIAL
FLORIDIAN SALON B
8:45 am – 9:45 am
10:15 am – 11:15 am
Implementation Readiness Services Overview
Are you wondering how to start developing a strategyto move to 3E? This tutorial will help you to develop avision by identifying the business needs that drive 3Evalue such as your current pain points, criticalbusiness processes, and success criteria. We will takeyou through a combined technical and applicationsession, including a review of a checklist on what canbe done today to prepare for your 3Eimplementation, while still delivering value inEnterprise. TUTORIAL
FLORIDIAN SALON F
THURSDAY, JUNE 8, 2017
Enterprise Progression
Join our Product Management team for a review ofthe Enterprise Progression, including the highlights ofthe Enterprise 3.11 release.
FLORIDIAN SALON J
Volume Discounts and Alternative Fee Arrangements:How and When to Use Them
Today's clients are asking for new large volumediscounts and alternative fee arrangements, in additionto all of the rate structures. Come �nd out how to usethe 3E volume discounts and alternative feearrangements and see how to make them work foryou.
FLORIDIAN SALON L
General Ledger and Reporting
Join us as we discuss the similarities and di�erencesbetween Enterprise General Ledger and 3E.
FLORIDIAN SALON A
I Want My UDF! Custom Fields in 3E
In this session, we will talk about how to handle UserDe�ned Fields (UDFs) during your move to 3E. We'llcover best practice considerations for looking atexisting �elds or creating custom �elds in 3E - inaddition to discussing how this impacts yourconversion and template development.
FLORIDIAN SALON B
Con�icts
Considering moving to 3E soon? In this session, wewill compare Enterprise Con�icts Manager and 3ECon�icts and review the bene�ts of 3E.
FLORIDIAN SALON A
Prepare to Launch: Know Your Customizations andData Requirements
When replacing a core business system, you need toknow what your current customizations are – and whatbusiness bene�ts they provide – to ensure thoserequirements continue to be met. This session willassist you in identifying your current customizationssuch as integrations, reports, UDFs, and informationdistribution. Additionally, we'll cover how to get ahandle on customization requirements in the newsystem.
FLORIDIAN SALON B
11:30 am – 12:30 pm
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
Paperless Proforma for 3E
Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future ofPaperless Proforma.
BONNET SALON XII
Look and Feel: The Major Di�ences betweenEnterprise and 3E
Learn the advantages of using dashboards in 3E vs. theEnterprise Navigation Tree The business concepts andmany of the processes translate beautifully. We willwalk through commonly used Enterprise features liketimekeeper, client matter, time, data searching,keyboard shortcuts, and calendars. Lastly, we'll demo3E's equivalent features.
FLORIDIAN SALON B
Making the Progression with Proformas and Bills - Part I
Join us as we discuss the similarities and di�erences in the billing process betweenEnterprise and 3E.
FLORIDIAN SALON B
Should I upgrade Enterprise or move to 3E?
This session goes over the pros and cons ofupgrading Enterprise to its latest version versusstarting the progression to 3E project.
FLORIDIAN SALON A
Making the Progression with Proformas and Bills -Part II
Join us for part two of our discussion on the similaritiesand di�erences in the billing process betweenEnterprise and 3E.
FLORIDIAN SALON B
1:00 pm – 3:00 pm
3:15 pm – 5:15 pm
10:30 am – 11:30 am
3E
MONDAY, JUNE 5, 2017
Building Dynamic Work�ows in 3E
Make Work�ow work for you in 3E! Work with an Eliteresource to learn how simple it is to build a basicwork�ow within the system. Bring your "how to"questions to this tutorial. TUTORIAL
BONNET SALON XI
Billing Rules: Build Billing Validations that Meet ClientRequirements
This 3E feature provides a solution for �rms to selectprede�ned rules to be enforced in Time Entry, pre-billing (Proforma), and billing (Invoice). This is essentialfor e-Billing/Billing (non e-billing), as invoices that don’tmeet prede�ned rules are rejected. Additionally,reporting and error tracking allow for easier correction.Billing Rules allows for con�gurable, customizableparameters that satisfy the majority of rules and theability to add new custom rules. TUTORIAL
BONNET SALON XII
Database Basics for 3E Users
This session is for the ‘non-technical’ 3E applicationuser who wants to learn about how the 3E databaseworks behind the scenes. We will cover the basicparts of an SQL query, including how to build simpleSQL queries to �nd the data in a 3E process. TUTORIAL
FLORIDIAN SALON A
Security/User Access in 3E
Understand process-level Security in 3E. This sessionincludes an overview and covers features, behavior,and implementation. A demonstration will also begiven. TUTORIAL
FLORIDIAN SALON L
3E for Global Firms
Business is global today and law �rms conductingbusiness on an international scale face the challengesof multiple jurisdictions, di�erent risk and complianceregimes, multiple currencies, and di�ering taxrequirements. Join our experienced consultants tolearn how 3E enables global �rms to manage theiroperations and reporting in ways that satisfy both the�rm's global needs and its regional requirements. TUTORIAL
BONNET SALON XI
Mastering 3E Templates and Template Options
Jone this session to review a wide variety of templateoptions to understand their use and how you mightconsider your path forward. TUTORIAL
BONNET SALON XII
Elite's Proven Implementation Methodologies
The Elite Global Services team focuses heavily on thecontinuous improvement of our standard ProcessQuality Model and Express Services Models forimplementing 3E. Join us as we review each model'sfunction and bene�ts, as well as the implementationteams' (Elite and Firm) role in supporting a successfulimplementation project. TUTORIAL
FLORIDIAN SALON A
3E Administration, Performance, and Troubleshooting
What is the right formula for making sure your 3Esystem is running just right? Find out in thispresentation as we discuss the 3E infrastructure,system maintenance, metric retention, and taskscheduling. TUTORIAL
FLORIDIAN SALON L
TUESDAY, JUNE 6, 2017
3E Product Roadmap
Hear directly from the 3E Product Management team about 3E current and futureplans. This roadmap session will focus mainly on the 3E applications, with a lighteremphasis on Framework and technology. Please attend the separate '3E Technologyand Framework Roadmap' session for a more in-depth look at those areas.
BONNET SALON XII
11:45 am – 12:45 pm
2:00 pm – 3:00 pm
3:00 pm – 4:00 pm
Design Gallery Roadmap
Many exciting things are happening with DesignGallery. Come see where the product is going bygeting a glimpse at our roadmap of new functionalityplanned for future releases.
FLORIDIAN SALONS D & E
3E Technology and Framework Roadmap
Join this session to learn about Elite's plans for thefuture of 3E Framework and technology.
BONNET SALON XI
3E Financial Reporting
Designed for accounting professionals, thisMicrosoft® Excel®-based application o�ers advancedanalytical features and highly formatted �nancialstatements while providing users' control overcreation, integration, and maintenance. Learn aboutthe new 2.x user interface and advanced reportingcapabilities.
BONNET SALON XII
3E Rates: How to Make Them Work for You
With complex rate demands and exceptions on therise, this session will help you gain a betterunderstanding of the standard and alternate billingrates hierarchy and options available in 3E.
FLORIDIAN SALON L
Paperless Proforma for Enterprise and 3E
Come learn about what's new in Enterprise PaperlessProforma and get a sneak a peek at 3E PaperlessProforma. We'll discuss making the transition fromthe Enterprise version to the 3E version of PaperlessProforma. Attendees will also get a roadmap tour intothe future of Paperless Proforma.
FLORIDIAN SALON B
What's New in 3E Notify?
Join us to �nd out what's new and on the horizon forNotify. Learn about new customization options anddynamic formatting options.
BONNET SALON XI
Experience the World of 3E Metrics Reporting
Come and learn how to use, con�gure, schedule, andapply retention of 3E Metrics. Prede�ned orcustomized metrics o�er a view into the most recentsystem activity and make instant reporting a breeze.
BONNET SALON XII
Explore the Power of the 3E General Ledger
Discover how GL Types, GL Books, and reporting unitscan be leveraged to meet the varying GL reportingrequirements �rms have today. Couple that with thepower of Transaction Type Masking to explore theunlimited capabilities of meeting �rm and localreporting needs. Also learn about GL cross-validationrules, one of the hidden gems of 3E GL.
FLORIDIAN SALON L
Design Gallery v3 in Action
Design Gallery version 3 is a major release whichincludes fundamental changes to how documents arecreated and distributed. Join us for a detailed demothat will guide you through the new v3 experience.You will see how you can take control of your entiredocument automation processes and do things notpossible with v2.
BONNET SALON XI
Data Visualization with Microsoft's Power BI
Power BI is part of Elite's Business Intelligence strategy.Take advantage of our BI solutions to leverage thevarious components of Power BI. You'll get a jump starton how to create insightful reports and dashboardsthat can empower �rm management to makeimpactful, and pro�table, decisions.
BONNET SALON XII
AP/GL Roundtable
Join us for a roundtable discussion with subjectmatter experts on accounts payable and generalledger best practices and uses.
FLORIDIAN SALON L
4:30 pm – 5:30 pm
9:00 am – 10:30 am
11:00 am – 12:00 pm
Checking in on Elite and the Cloud
Need an update on 3E and other LES products goingto the Cloud? This session will also cover the latestCloud product trends and how Elite products aretaking advantage of Cloud technology.
BONNET SALON XI
Risk Management Roundtable
Join this client roundtable discussion to talk about whatyou can do to eliminate issues. Additionally, we'lldiscuss what information should be entered on anentity and how to ensure that you have your NewBusiness Intake streamlined for your �rm.
BONNET SALON XII
3E FX Revaluation
Join us for a detailed review of the FX revaluationprocess and the calculations behind the revaluationvalues.
FLORIDIAN SALON L
WEDNESDAY, JUNE 7, 2017
Moving from Document Studio to Design Gallery
Thinking about moving to Design Gallery? In thissession, we will discuss all of the key items you needto know about moving to Design Gallery v3 fromDocument Studio. We’ll cover everything about theupgrade path, from solution development, to serverset up and con�guration. TUTORIAL
FLORIDIAN SALON F
What's New in 3E Billing
Join us as we discuss what's new with 3E Billing in the2.8.1 release, including Time Capture enhancementsand eBillingHub validation rules. TUTORIAL
BONNET SALON XII
3E Ad Hoc Reports
Learn how to create Ad-hoc reports in 3E with theIntegrated Development Environment(IDE) usingstandard, view, or metric archetypes as data sources.We will also talk about what the best data sources areto get report data and what conditions must beapplied. TUTORIAL
FLORIDIAN SALONS D & E
Reporting Tips and Tricks
This tutorial will focus on the front-end con�guration ofreports. Additionally, it will demonstrate using the IDEto build new reports and Report Objects TUTORIAL
FLORIDIAN SALON L
3E and MatterSphere: Enhance Your New BusinessRequest Process – and Manage More than JustCon�icts!
Come see how MatterSphere, paired with 3E,provides the smooth and e�cient business requestprocess your lawyers and secretaries demand. You'llalso learn about additional key integration pointsbetween 3E and MatterSphere and how they canwork together to make your practice run moresmoothly.
JACKSON
3E Billing Process Models
This session covers the �ow of data through the mostcommon 3E billing processes such as Proforma Edit,Bill Generation, Time Entry, and more.
BONNET SALON XI
What's New in 3E Con�icts
Join us to �nd out what's new and on the horizon forCon�icts.
BONNET SALON XII
Image Connect Integrations
Are you taking full advantage of Image Connect'sfeatures and capabilities? Come �nd out aboutintegration options and advanced tips and tricks toincrease your return on investment.
FLORIDIAN SALON L
1:45 pm – 2:45 pm
3:15 pm – 4:45 pm
4:45 pm – 5:30 pm
Troubleshooting a Design Gallery Environment
Why didn’t that invoice generate? Where’s my printjob? These are common questions asked by DesignGallery users. In this session, we’ll discuss a range ofconcepts around how to best troubleshoot yourDesign Gallery environment.
BONNET SALON XI
Improving the 3E Balancing Experience
Since 2.7.2, we've been adding new balancingfunctionality that helps you streamline your month-endbalancing. Discover the new 3E Month End ProcessingDashboard that steps you through the activitiesneeded to complete transaction processing, closingunit periods, and scheduling balancing reports.Experience e�ciencies with the new At-a-Glancedashboard and the supporting drill-downs to helppinpoint discrepancies.
BONNET SALON XII
Is the Cloud Secure?
During this session, we will tackle some of the topsecurity questions when evaluating Cloud-basedsolutions. Additionally, we'll share with you the stepsElite is taking to ensure we are providing products ofvalue while also protecting your data.
FLORIDIAN SALON L
Introduction to Design Gallery Processes
With Design Gallery v3 we introduced processes toprovide �exible control over your document anddistribution requirements. In this session we’ll coverhow processes work, how to create them, and how tomaximize their use. TUTORIAL
FLORIDIAN SALONS D & E
Real-world 3E Customizations
Join us for a walk-through of some real-world examplesof how a �rm can customize 3E. We will talk aboutmaking minor modi�cations like turning onattachments and auditing and discuss best practicesapproaches to customizations, including codingstandards. Leverage the best practice standardtechniques for customizations and make it easier toobtain the needed support from the onset. TUTORIAL
BONNET SALON XI
Elite Data Insights
Join us as we showcase our business intelligenceproduct o�ering powered by the Elite DataWarehouse (EDW). Learn to leverage the robustfunctionality of Microsoft Power BI for rich datavisualizations, clients will be able to quickly deliveractionable and impactful reports. Take advantage ofour standard insight dashboards and reports tomeasure �rm performance and trends, incorporatedata outside of 3E, and learn how the self-serviceEDW Console will allow �rms to bring in custom tablesand �elds as well as non-3E-datasets. TUTORIAL
BONNET SALON XII
3E Billing Business Process Models
This session will cover the �ow of data through themost common 3E billing processes such as ProformaEdit, Bill Generation, Time Entry, etc. TUTORIAL
FLORIDIAN SALON L
3E User Group
BONNET SALON XI
8:45 am – 9:45 am
10:15 am – 11:15 am
11:30 am – 12:30 pm
THURSDAY, JUNE 8, 2017
Using Design Gallery’s Visual Designer
In this session we will provide a general introductionon how to use Design Gallery’s MS Word-like designtool, Visual Designer. In addition, if you have alreadylegacy components in Design Gallery written in XSLcode, this session will also look at taking these XSLcomponents and migrating them into Visual Designermaking them easier to modify in the future.
BONNET SALON XI
Enterprise Progression
Join our Product Management team for a review of theEnterprise Progression, including the highlights of theEnterprise 3.11 release.
FLORIDIAN SALON J
Volume Discounts and Alternative FeeArrangements: How and When to Use Them
Today's clients are asking for new large volumediscounts and alternative fee arrangements, inaddition to all of the rate structures. Come �nd outhow to use the 3E volume discounts and alternativefee arrangements and see how to make them workfor you.
FLORIDIAN SALON L
The Power of 3E Masking
Discover the power of 3E Masking. 3E can postdi�ering GL entries to multiple sets of books (i.e., GLTypes) for a single transaction. This concept supportsGL postings for various statutory requirements as wellas di�ering �rm requirements.
BONNET SALON XII
The Lawyer Desktop: Workspace and Elite MobileDemonstration and Overview
View a live demonstration of how lawyers can gettheir job done using an intuitive user interface thatseamlessly brings together 3E, MatterSphere, andBusiness Development Premier data. You'll learn howyou can empower your lawyers with automated clientinsight, let them access documents and enter time onthe go, interact with 3E processes, and more.
JACKSON
What's New in AP/GL and Collections
Learn about the exciting features recently delivered forAP/GL and Collections.
BONNET SALON XI
All You Need to Close Your 3E Month
In this session, we will discuss the �rm balancingprocess, detailing the reports and tools that can beused. We will also cover tips and tricks for existingclients to improve or change their balancing process,and the considerations that need to be given to makefull use of the new tools available.
BONNET SALON XII
De�ning Your Business Requirements for 3E:Business Process Review
This session will cover why advance planning isimportant to both your current system and your moveto implement Elite 3E. Design decisions, con�gurationsettings and important �rm business processes will allbe considered when working with an Elite consultant toimprove today's operation and plan for your future.With a transition to 3E in mind, we will work throughevery business process supported by the system toensure 3E's broad functionality is fully recognized.Come hear more about how we can help you optimizeperformance.
FLORIDIAN SALON L
Workspace and Mobile: What's New and ProductRoadmap
Come �nd out where Elite is and where it's going withWorkspace and Mobile – the lawyer user experiencethat brings together 3E, MatterSphere, BusinessDevelopment Premier, and other applications withinyour �rm.
JACKSON
Paperless Proforma for 3E
Join Paperless Proforma Product Manager KarenAltnow as she shares a glimpse of Paperless Proformafor 3E and a roadmap tour into the future of PaperlessProforma.
BONNET SALON XII
1:30 pm – 2:30 pm
3:00 pm – 4:00 pm
4:15 pm – 5:15 pm
Best Practices for 3E Con�icts
Learn how to set up and con�gure 3E Con�icts andthe New Business Intake work�ow to meet your �rm'sunique needs and requirements.
BONNET SALON XI
What's New with 3E Framework and the Elite ServiceBus
This session will provide an overview of the new 3Eplatform and Elite Service Bus features in recentreleases.
FLORIDIAN SALON L
Monitoring & Diagnostics 1.1: Even More Intelligent
We will provide an update on the latest release ofMonitoring & Diagnostics, share feedback from pilotcustomers, and dive into available, but not obvious,Monitoring & Diagnostics setttings.
BONNET SALON XI
Taxes Needn’t Be Taxing
Come learn all about 3E Taxes. This session coversTaxes masking, Taxes and Tax Codes, Tax Reporting,Tax Clearing and Tax remittance to the authorities,Reverse Charges, Withholding Taxes, and the Tax AreaMatrix.
FLORIDIAN SALON L
Security in 3E
join us for a discussion of the current and future 3Esecurity features.
BONNET SALON XI
3E Reporting A-Z
Join this sessions to get a better understanding of thebasics, and how to utilize soft reports, inquiries andlists to get at the your daily data. This session will alsocover some pointers and subtle features within 3EReporting that can help simplify the data gatheringprocess in 3E.
FLORIDIAN SALON L
Elite Integration Framework Data Sync: How toImplement Bi-Directional Syncs with Elite and 3rdParty Applications
This is an in depth technical overview explaining howto implement bi-directional data integrations betweenElite products such as 3E and MatterSphere, and also3rdy party applications.
JACKSON
Anticipating your Successful 3E Implementation:Resources, Work Load, Focus Area, and Partnership
Hear from senior services sta� on taking ownershipand partnering during your 3E implementation.
BONNET SALON XI
3E Integrations: BizTalk and Webservices
This session will cover how to use standardintegrations, Webservices, as well as the bene�ts ofusing BizTalk and how to reduce your costs forintegrations.
FLORIDIAN SALON L
SESSION SCHEDULE GRID
MONDAY, JUNE 5, 2017
1:00 pm
|
3:00 pm
General Interests
Common EBilling Mistakes ManagersShould Know About and... TUTORIAL
FLORIDIAN SALONS D & E
Enterprise
Enterprise Interim Billing Best Practices TUTORIAL
FLORIDIAN SALON B
Enterprise
Maintaining and Supporting DocumentStudio Templates and... TUTORIAL
FLORIDIAN SALON J
Enterprise to 3E
Meeting Legal Business Requirements:Transitioning to 3E... TUTORIAL
FLORIDIAN SALON F
Enterprise to 3E
Understanding the Enterprise to 3EConversion Process TUTORIAL
FLORIDIAN SALON K
3E
Building Dynamic Workflows in 3E TUTORIAL
BONNET SALON XI
3E
Billing Rules: Build Billing Validations thatMeet Client... TUTORIAL
BONNET SALON XII
3E
Database Basics for 3E Users TUTORIAL
FLORIDIAN SALON A
3E
Security/User Access in 3E TUTORIAL
FLORIDIAN SALON L
3:15 pm
|
5:15 pm
General Interests
EBilling Best Practices for EBillers andManagers TUTORIAL
FLORIDIAN SALONS D & E
Enterprise
Enterprise Flat Fee Billing Best Practices TUTORIAL
FLORIDIAN SALON B
Enterprise
Understanding Enterprise FrameworkTools and Screen... TUTORIAL
FLORIDIAN SALON J
Enterprise to 3E
Transitioning to 3E: AdvancedMulticurrency TUTORIAL
FLORIDIAN SALON F
Enterprise to 3E
Readying Your Enterprise Data for a 3EConversion TUTORIAL
FLORIDIAN SALON K
3E
3E for Global Firms TUTORIAL
BONNET SALON XI
3E
Mastering 3E Templates and TemplateOptions TUTORIAL
BONNET SALON XII
3E
Elite's Proven ImplementationMethodologies TUTORIAL
FLORIDIAN SALON A
3E
3E Administration, Performance, andTroubleshooting TUTORIAL
FLORIDIAN SALON L
TUESDAY, JUNE 6, 2017
9:00 am
|
10:00 am
Keynote
VANTAGE Keynote
BONNET CREEK SALONS I - IX
10:30 am
|
11:30 am
Enterprise
Enterprise Multipayor Best Practices
FLORIDIAN SALON J
Enterprise to 3E
Making the Transition to 3E AP andReporting
FLORIDIAN SALON A
3E
3E Product Roadmap
BONNET SALON XII
11:45 am
|
12:45 pm
General Interests / 3E
Design Gallery Roadmap
FLORIDIAN SALONS D & E
Enterprise
Enterprise Writeups and WritedownsBest Practices
FLORIDIAN SALON J
Enterprise to 3E
Moving from Enterprise to 3E Records
FLORIDIAN SALON A
3E
3E Technology and Framework Roadmap
BONNET SALON XI
3E
3E Financial Reporting
BONNET SALON XII
3E
3E Rates: How to Make Them Work forYou
FLORIDIAN SALON L
2:00 pm
|
3:00 pm
Enterprise
Enterprise Conflicts Manager 3.10 and3.11 Enhancements Review
FLORIDIAN SALON J
Enterprise / Enterprise to 3E / 3E
Paperless Proforma for Enterprise and3E
FLORIDIAN SALON B
Enterprise to 3E
What are the Business Benefits ofMoving to 3E?
FLORIDIAN SALON A
3E
What's New in 3E Notify?
BONNET SALON XI
3E
Experience the World of 3E MetricsReporting
BONNET SALON XII
3E
Explore the Power of the 3E GeneralLedger
FLORIDIAN SALON L
3:00 pm
|
4:00 pm
General Interests / 3E
Design Gallery v3 in Action
BONNET SALON XI
General Interests / 3E
Data Visualization with Microsoft's PowerBI
BONNET SALON XII
Enterprise
Enterprise Favorite Features
FLORIDIAN SALON J
Enterprise to 3E
Enrico's Top 10 Reasons to Move to 3E
FLORIDIAN SALON A
Enterprise to 3E
Data Structures: Tables VersusArchetypes and Framework
FLORIDIAN SALON B
3E
AP/GL Roundtable
FLORIDIAN SALON L
4:30 pm
|
5:30 pm
Enterprise
WebView 5.5 and 5.6 EnhancementReview
FLORIDIAN SALON J
Enterprise to 3E
Technical Infrastructure: Understandingthe 3E Product Systems...
FLORIDIAN SALON A
3E
Checking in on Elite and the Cloud
BONNET SALON XI
3E
Risk Management Roundtable
BONNET SALON XII
3E
3E FX Revaluation
FLORIDIAN SALON L
WEDNESDAY, JUNE 7, 2017
9:00 am
|
10:30 am
General Interests
eBillingHub User Group TUTORIAL
DIXIE
General Interests
Improve Your Bottom Line with MatterManagement TUTORIAL
JACKSON
General Interests / 3E
Moving from Document Studio to DesignGallery TUTORIAL
FLORIDIAN SALON F
Insights & Outlooks
NextLevel Data for the GC and CFO
HAMILTON & INDIAN RIVER
Enterprise
Enterprise Billing Manager 3.10 and 3.11Enhancement Review TUTORIAL
FLORIDIAN SALON J
Enterprise
Enterprise AP/GL 3.10 and 3.11Enhancement Review TUTORIAL
FLORIDIAN SALON K
Enterprise to 3E
Dollars and Sense: Your 3E BusinessPlan TUTORIAL
FLORIDIAN SALON A
Enterprise to 3E
Moving to 3E: Fundamentals of Changesin Masking TUTORIAL
FLORIDIAN SALON B
Enterprise to 3E
Making the Move with 3E Setups TUTORIAL
FLORIDIAN SALON G
3E
What's New in 3E Billing TUTORIAL
BONNET SALON XII
3E
3E Ad Hoc Reports TUTORIAL
FLORIDIAN SALONS D & E
3E
Reporting Tips and Tricks TUTORIAL
FLORIDIAN SALON L
11:00 am
|
12:00 pm
General Interests / 3E
3E and MatterSphere: Enhance YourNew Business Request Process...
JACKSON
Enterprise
Paperless Proforma Customizations forBeginners
FLORIDIAN SALON J
Enterprise
Extend Best Practices and 3.11Enhancements Review
FLORIDIAN SALON K
Enterprise to 3E
Migrating From Enterprise to 3E witheBillingHub
FLORIDIAN SALON B
3E
3E Billing Process Models
BONNET SALON XI
3E
What's New in 3E Conflicts
BONNET SALON XII
3E
Image Connect Integrations
FLORIDIAN SALON L
12:45 pm
|
1:30 pm
Keynote
Guest Keynote Speaker
1:45 pm
|
2:45 pm
General Interests
Matter Management: What's New andProduct Roadmap
JACKSON
General Interests / 3E
Troubleshooting a Design GalleryEnvironment
BONNET SALON XI
Insights & Outlooks
Cyber Security Arms Race
HAMILTON & INDIAN RIVER
Enterprise
Tips and Tricks in Enterprise Credits
FLORIDIAN SALON J
Enterprise to 3E
Enterprise to 3E Security
FLORIDIAN SALON A
Enterprise to 3E
Learn From Your Peers: Anatomy of anEnterprise to 3E Conversion
FLORIDIAN SALON B
3E
Improving the 3E Balancing Experience
BONNET SALON XII
3E
Is the Cloud Secure?
FLORIDIAN SALON L
3:15 pm
|
4:45 pm
General Interests
Building a Better eBillingHub: Why?When? How? TUTORIAL
DIXIE
General Interests
MatterSphere Developer Productivity andCustomization... TUTORIAL
JACKSON
General Interests / 3E
Introduction to Design Gallery Processes TUTORIAL
FLORIDIAN SALONS D & E
Insights & Outlooks
Cloud on the Horizon
HAMILTON & INDIAN RIVER
Enterprise
Enterprise Data Mining Tips and Tricks TUTORIAL
FLORIDIAN SALON J
Enterprise to 3E
Today Versus the Future: AdvancedBilling Arrangements TUTORIAL
FLORIDIAN SALON A
Enterprise to 3E
Making the Change with Reporting TUTORIAL
FLORIDIAN SALON B
Enterprise to 3E
Implementation Readiness ServicesOverview TUTORIAL
FLORIDIAN SALON F
3E
Realworld 3E Customizations TUTORIAL
BONNET SALON XI
3E
Elite Data Insights TUTORIAL
BONNET SALON XII
3E
3E Billing Business Process Models TUTORIAL
FLORIDIAN SALON L
4:45 pm
|
5:30 pm
User Group Meeting / 3E
3E User Group
BONNET SALON XI
General Interests
Our Journey with MatterSphere: A Firm'sStory
JACKSON
THURSDAY, JUNE 8, 2017
8:45 am
|
9:45 am
General Interests
Working Together for a Better eBillingHubEcosystem
DIXIE
General Interests / 3E
Using Design Gallery’s Visual Designer
BONNET SALON XI
Insights & Outlooks
Lean Legal: Evolution or Revolution?
HAMILTON & INDIAN RIVER
Enterprise / Enterprise to 3E / 3E
Enterprise Progression
FLORIDIAN SALON J
Enterprise / Enterprise to 3E / 3E
Volume Discounts and Alternative FeeArrangements: How and When to...
FLORIDIAN SALON L
Enterprise to 3E
General Ledger and Reporting
FLORIDIAN SALON A
Enterprise to 3E
I Want My UDF! Custom Fields in 3E
FLORIDIAN SALON B
3E
The Power of 3E Masking
BONNET SALON XII
10:15 am
|
11:15 am
General Interests / 3E
The Lawyer Desktop: Workspace andElite Mobile Demonstration and...
JACKSON
Insights & Outlooks
The Intelligent Law Firm
HAMILTON & INDIAN RIVER
Enterprise
Enterprise Records Manager 3.10 and3.11 Enhancements Review
FLORIDIAN SALON J
Enterprise to 3E
Conflicts
FLORIDIAN SALON A
Enterprise to 3E
Prepare to Launch: Know YourCustomizations and Data Requirements
FLORIDIAN SALON B
3E
What's New in AP/GL and Collections
BONNET SALON XI
3E
All You Need to Close Your 3E Month
BONNET SALON XII
3E
Defining Your Business Requirements for3E: Business Process Review
FLORIDIAN SALON L
11:30 am
|
12:30 pm
General Interests / 3E
Workspace and Mobile: What's New andProduct Roadmap
JACKSON
Enterprise
Enterprise Data Warehouse Reporting
FLORIDIAN SALON J
Enterprise / Enterprise to 3E / 3E
Paperless Proforma for 3E
BONNET SALON XII
Enterprise to 3E
Look and Feel: The Major Diffencesbetween Enterprise and 3E
FLORIDIAN SALON B
3E
Best Practices for 3E Conflicts
BONNET SALON XI
3E
What's New with 3E Framework and theElite Service Bus
FLORIDIAN SALON L
1:30 pm
|
2:30 pm
General Interests
eBillingHub: Going Native in MicrosoftAzure
DIXIE
General Interests
How to Extend Workspace and Mobile
JACKSON
Insights & Outlooks
Business Development Balancing Act
HAMILTON & INDIAN RIVER
Enterprise
Enterprise Split Billing Best Practices
FLORIDIAN SALON J
Enterprise to 3E
Making the Progression with Proformasand Bills Part I
FLORIDIAN SALON B
3E
Monitoring & Diagnostics 1.1: Even MoreIntelligent
BONNET SALON XI
3E
Taxes Needn’t Be Taxing
FLORIDIAN SALON L
3:00 pm
|
4:00 pm
General Interests
Workspace and Mobile: Under the Hood
JACKSON
Insights & Outlooks
Information Technology Mosaic
HAMILTON & INDIAN RIVER
Enterprise
Enterprise Billing Rates Best Practices
FLORIDIAN SALON J
Enterprise to 3E
Should I upgrade Enterprise or move to3E?
FLORIDIAN SALON A
Enterprise to 3E
Making the Progression with Proformasand Bills Part II
FLORIDIAN SALON B
3E
Security in 3E
BONNET SALON XI
3E
3E Reporting AZ
FLORIDIAN SALON L
4:15 pm
|
5:15 pm
General Interests / 3E
Elite Integration Framework Data Sync:How to Implement...
JACKSON
3E
Anticipating your Successful 3EImplementation: Resources, Work...
BONNET SALON XI
3E
3E Integrations: BizTalk and Webservices
FLORIDIAN SALON L
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