ProLaw Summit at VANTAGE 2019 Schedule

Transcription

1 Summit at VANTAGE 2019 Schedule Apr 18, 2019 version

2 Curriculum The following is the most current Summit at VANTAGE 2019 curriculum (updated on Apr 18, 2019 ). New sessions will be added over the next few weeks. Be sure to bookmark this web page and revisit for the most current schedule. VANTAGE sessions qualify for CPE credit. Sessions listed by topics can be found after the schedule grid. Click on the links below to jump to: General Interests ebillinghub SESSION SCHEDULE GRID (Mouse over session titles to see details) Apr 18, 2019, 2019 version TUESDAY, JUNE 18, 2019 Today's opening hours: Registration 12:00 pm 5:30 pm Learning Zone 11:00 am 5:00 pm Expo Hall Hours 9:45 am 5:00 pm Expo Reception 5:15 pm 7:00 pm 8:15 am 9:00 am Breakfast Marriott Grand Ballroom Sections 1-9 Keynote 9:00 am 9:45 am Product Vision Keynote Marriott Grand Ballroom Sections :00 pm 12:45 pm Lunch 1:00 pm 3:00 pm Reports Workshop Introduction to Reports TUTORIAL Reports Workshop Modifying Statement Formats TUTORIAL Back Office Round Table TUTORIAL Technical Round Table TUTORIAL 3:15 pm 5:15 pm Reports Workshop Intermediate Report TUTORIAL Reports Workshop Advanced Report Writing TUTORIAL Front Office Round Table TUTORIAL 5:15 pm 7:00 pm VANTAGE Expo Hall Reception Marriott Grand Ballroom Prefunction

3 WEDNESDAY, JUNE 19, 2019 Today's opening hours: Registration 8:00 am 5:00 pm Learning Zone 11:00 am 5:00 pm Expo Hall Hours 10:30 am 5:00 pm 8:00 am 8:45 am Breakfast Marriott Grand Ballroom Sections 1-9 Keynote 9:00 am 10:00 am Product Vision Keynote San Diego Ballroom Section B 11:00 am 12:00 pm What s New in / s From Start to Finish A Tour of 's Front Office Understanding Supported Technologies and System Requirements 12:00 pm 12:45 pm Lunch Guest Keynote 12:45 pm 1:30 pm Guest Speaker Keynote 1:45 pm 2:45 pm 's Paperless Proforma (Pre Bill Editing) Show Me the Money: Deposits in An Introduction to Reports Custom v11 Reports: What to Consider when Updating to.net 3:15 pm 4:15 pm Implementing the Suite (Pro Filing and Matters View) Financial Reporting Security Management and Setup Reports Round Table ebillinghub 3:15 pm 4:45 pm Making the Most of ebillinghub TUTORIAL Paci c Ballroom 15 4:30 pm 5:30 pm Best Practices for 's Custom Tabs How to Build a v11 Report in SSRS Understanding How to Use the Pleading Index Importing Data into (Data Portal) Journals Import, Hard Cost...

4 THURSDAY, JUNE 20, 2019 Today's opening hours: Registration 8:00 am 3:00 pm Learning Zone 11:00 am 5:00 pm Expo Hall Hours 9:45 am 3:15 pm Gala Dinner 6:30 pm 10:00 pm 8:00 am 8:45 am Breakfast Marriott Grand Ballroom Sections 1-9 8:45 am 9:45 am Questions and Answers with Product Management Innovative Use of Custom Tabs and Fields A Client s... SSRS Troubleshooting Reports Advanced Report Writing General Interests ebillinghub Leveraging the Cloud to Simplify Management, Lower Risk and Save Money Introducing the ebillinghub API Platform Budgeting and Forecasting Overview ebilling Hub Integration 10:15 am 11:15 am Paci c Ballroom 15 Paci c Ballroom 16 San Diego Ballroom Section C A Tour of 's Back Office Intermediate Querying Supporting Remote Users General Interests 11:30 am 12:30 am in the Cloud Agent Automation Working for You Paci c Ballroom 15

5 SESSIONS LISTED BY TOPICS GENERAL INTERESTS THURSDAY, JUNE 20, :15 am 11:15 am Leveraging the Cloud to Simplify Management, Lower Risk and Save Money The IT requirements of today s legal practice are complex and need careful management. They fall within the four main areas of Users, Compliance, Software and Infrastructure. Users need accounts added and removed, passwords set and reset, and somewhere to go with support needs. Compliance and security requirements and policies need to be met and maintained. Software needs licensing, updating and integrating. All services and equipment in your o ce need to be managed and maintained. This session will discuss ways to leverage cloud services to signi cantly lower your risk, cost and e ort in these areas. PACIFIC BALLROOM 15 11:30 am 12:30 am in the Cloud Still pondering a cloud network? Join us as we discuss the top considerations when deciding if the cloud is right for your rm. Topics will include, security, functionality, user access, disaster recovery, and more. PACIFIC BALLROOM 15 EBILLINGHUB WEDNESDAY, JUNE 19, :15 pm 4:45 pm Making the Most 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 nd simple solutions to assist your e-billers to eliminate those mistakes. TUTORIAL PACIFIC BALLROOM 15 THURSDAY, JUNE 20, :15 am 11:15 am Introducing the ebillinghub API Platform The ebillinghub API Platform introduces new tools available to law rms that can be used to bring more insight and functionality to your rm. Explore these new options with us, and what they can help you accomplish. PACIFIC BALLROOM 16

6 PROLAW TUESDAY, JUNE 18, :00 pm 3:00 pm Reports Workshop Introduction to Reports A beginner's guide to customizing SSRS report formats as well as creating new SSRS reports in. Time will be spent navigating s new SSRS report viewer and design mode. Attendees will learn how to make basic formatting changes such as font and color changes, modifying alignment and margins, and customizing and deploying headers and footers. TUTORIAL Reports Workshop Modifying Statement Formats This two-hour workshop is designed to guide you through the process of altering s default statement format. This workshop will use beginning to intermediate skills in SSRS and SQL. This session will provide hands-on practice editing statement formats including how to add custom elds, adjust visibility properties, create a di erent header for rst and subsequent pages, and more. TUTORIAL Back O ce Round Table Come join other Back O ce users to share your best practices and burning questions. TUTORIAL Technical Round Table Come join other Technical users to share your best practices and burning questions. TUTORIAL 3:15 pm 5:15 pm Reports Workshop Intermediate Report This workshop is designed to guide you through the process of making changes to default SSRS report formats as well as create new SSRS reports in. This session will provide hands-on practice in s SSRS Report Builder. Attendees will learn how to make intermediate formatting changes such as adding custom elds, modifying datasets, working with expressions, and much more. TUTORIAL Reports Workshop Advanced Report Writing This two-hour workshop is designed for advanced SSRS report creators who want to explore what the report builder has to o er outside of s default options. This session will provide hands-on practice creating new reports from scratch, making functional and powerful reports. You will learn how to use the Lookup and Lookupset expressions, create reports to export out as multiple tabs in Excel, use a matrix, add charts, create page break and custom parameters, and more. TUTORIAL Front O ce Round Table Come join other Front O ce users to share your best practices and burning questions. TUTORIAL WEDNESDAY, JUNE 19, :00 am 12:00 pm What s New in / Join us as we review the features that have been added in the latest releases. Includes new Matters View, Custom tab security and Journals import. 1099s From Start to Finish This class will cover how to properly set up your 1099 vendors upon initial creation and how to nd outliers missing 1099 information both in contacts and journals to create a smooth 1099 printing season for your rm.

7 A Tour of 's Front O ce Whether you are new to or just want a refresher this session will provide an overview of several Front O ce features. Understanding Supported Technologies and System Requirements This session will cover the basic explanations of the supported technologies, including system requirements. We will discuss why these requirements are needed, and will help you better understand these technologies for your rm s setup. With this knowledge in hand we will also go over how to best organize your rms Environment: customizations, SQL/Server specs, triggers, and reports. 1:45 pm 2:45 pm 's Paperless Proforma (Pre-Bill Editing) The new Paperless Proforma feature provides the rm with the ability to edit proformas (pre-bills) from anywhere using functionality built into the Portal. Learn how to edit, nalize pre-bill and generate statements with this advanced feature. Show Me the Money: Deposits in This class will cover the di erent ways to enter cash receipts, the di erence between deposits in a regular checking account and a trust account, and how to deal with unapplied cash. An Introduction to Reports This presentation is designed to guide you through the process of making changes to default SSRS report formats as well as create new SSRS reports in. This session will present information on s SSRS Report Builder. Attendees will learn how to make beginner formatting changes such as adding textboxes, placeholders, elds, custom tab elds, margins, sizing, and much more. Custom v11 Reports: What to Consider when Updating to.net In this class, we will discuss how to identify and analyze which v11 custom reports/statements/electronic bill formats need to be rebuilt in your.net version of using Microsoft Reporting Services. We will cover how to analyze existing custom reports at a high level, and prioritize which reports are critical to your business. We will review the tools you can use now, in v11 and in.net versions of and what to expect when working with for custom design work. 3:15 pm 4:15 pm Implementing the Suite (Pro Filing and Matters View) Come and learn about the new functionality within 's Pro ling and newly rewritten Matters View (formerly know as Outlook View). Financial Reporting Learn how Budgeting and Forecasting plugs into human resources and payroll systems to provide the accurate budgeting and forecasting of operating expenses, timekeeper revenue, timekeeper compensation, and capital expenses. A live demonstration will be provided. Security Management and Setup As the saying goes, Security is a process, not a product. In this session you will learn how to control your users rights by setting up security classes from the administrator level down to view only. You will also learn how to implement security on individual records and custom elds using Item Level Security and how to control access to the Portal using Portal security. Reports Round Table Come join other users to share your best practices and burning questions regarding SSRS reports.

8 4:30 pm 5:30 pm Best Practices for 's Custom Tabs Learn how to develop custom input screens by following the ve steps to good custom tab design. In this popular session, you will be given the tools you need to determine what information you should track, how to design a user-friendly interface and how to create custom tabs in. We will also cover how to setup Item Level Security for custom tabs. As your requirements change over time, learn how you can redesign custom tabs to meet your organization s current business needs and growing sophistication. How to Build a v11 Report in SSRS Learn how to re-write your version 11 custom reports in SSRS. We will review how to use the version 11.fmt le to identify custom calculations, formatting, and other design considerations and how to translate them into SSRS equivalents. Understanding How to Use the Pleading Index Do you use Pleading Indexes? Learn how can help you with setup of Pleading Index Type and Pleading Index Status, design of Pleading Index forms (document types), developing and running Pleading Index queries in Events o the Dashboard and printing a Pleading Index. Importing Data into (Data Portal) Journals Import, Hard Cost Import, Soft Cost Recovery This session will provide an understanding of importing data into using the Data Portal and also Soft Cost recovery utility. THURSDAY, JUNE 20, :45 am 9:45 am Questions and Answers with Product Management Join the Product Management team for a lively discussion addressing your questions. Innovative Use of Custom Tabs and Fields A Client s Perspective An examination of custom tab and elds, and how they can be used to optimize reporting, billing and document assembly processes. SSRS Troubleshooting This class is designed to assist in common troubleshooting scenarios for SSRS-based reports. We will look into such problems as report loss and how to recover them, the dreaded sub report error, and SSRS Permissions needs for users. Reports Advanced Report Writing An advanced course for report creators who want to explore what the report builder has to o er outside of s default options. Learn how to create new reports from scratch, make functional and powerful reports using Lookup and Lookupset expressions, create reports to export out as multiple tabs in Excel, use a matrix, create page break parameters, and add charts to your reports. 10:15 am 11:15 am Budgeting and Forecasting Overview Learn how Budgeting and Forecasting plugs into human resources and payroll systems to provide the accurate budgeting and forecasting of operating expenses, timekeeper revenue, timekeeper compensation, and capital expenses. A live demonstration will be provided. SAN DIEGO BALLROOM SECTION C ebilling Hub Integration Join us as we take a look at the new integration with ebilling Hub

9 A Tour of 's Back O ce Whether you are new to or just want a refresher, this session will provide an overview of several Back O ce features. Intermediate Querying Back by popular demand join one of our query subject matter experts in unlocking the mysteries of queries. Please bring your query questions for this lively discussion. Supporting Remote Users Remote access to is important in staying connected with your clients and internal work ow. In this session, we will explore the technical requirements for the di erent solutions to accessing data and time entry from your mobile devices and laptops. Topics covered are centered around Mobility, Portal and Matter View. 11:30 am 12:30 am Agent - Automation Working for You Take an in-depth look at the evolving Agents: Learn how to setup and manage the new Agent Service to schedule an update or to re-index your rm's documents. Also learn how to setup the Agent application to run your cost recovery imports, run and distribute your critical reports... all before the sun comes up! 2019 Thomson Reuters