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VANTAGE 2018 WORLDWIDE CONFERENCE • JUNE 18 – 21 NEW YORK CITY
VANTAGE KEYNOTETuesday, June 19, 9:00 am – 10:00 am Broadway Ballroom, 6th Floor
Join us to hear Thomson Reuters Elite Management discuss the latest developments for all product lines as well as the world of technology, and how those developments are likely to affect law professionals.
GUEST SPEAKER KEYNOTEWednesday, June 20, 12:45 pm – 1:45 pm Broadway Ballroom, 6th Floor
Back to Basics: What Role Can Internal Communication Play to Help Drive Innovation and Growth?Back to Basics: Internal communications Pivotal Part in Driving Innovation and GrowthA firm’s internal communication is not only the glue that holds it together, it’s also a means to driving innovation and growth. Effective internal communication creates cohesion, engagement, and a motivated workforce by enabling individual staff to develop deeper business and personal relationships with other employees, locally or on the other side of the globe, boosting networking, collaboration, and innovation. But these days, a firm’s internal communication can be challenged by the growing number of tools with which employees can communicate. These tools, when not used correctly, can create unique obstacles such as misinformation and silos that negatively impact communication within an organization. Joe Fredericks, a founding director of PCA Law who has delivered communications training to over 170 organizations since 2001—including 40 leading global law firms and 20 FTSE 100 companies—will provide insights and guidance on how legal professionals can use personal impact tools to achieve both personal goals and the firm’s wider business objectives. Fredericks will also cover the four essential ingredients for innovation in practice.
VANTAGE PRESENTATIONS AND HANDOUTSHandouts for most of the VANTAGE tutorials as well as copies of most of the VANTAGE presentations can be found in the VANTAGE Mobile App and on the Thomson Reuters Elite Community.
The Community is accessed via the Thomson Reuters Elite Support Portal. There you can download or print these materials.
TABLE OF CONTENTSVANTAGE Mobile App ................2
VANTAGE Showcase Sessions ....2
VANTAGE Passport .....................3
Conference Schedule Summary .....................................4
Hotel Map ...................................5
Conference Schedule ..................6
VANTAGE Expo Reception ..........7
CPE Credits................................. 8
Rock’in Gala at Rockefeller Center ......................11
Exhibitors/Sponsors.................. 12
ALZHEIMER’S ASSOCIATION CHARITYThis year, Thomson Reuters Elite is proud to be supporting the Alzheimer’s Association, the leading voluntary health organization in Alzheimer’s care, support and research. The mission of the Alzheimer’s Association is to eliminate Alzheimer’s disease through the advancement of research; to provide and enhance care and support for all affected; and to reduce the risk of dementia through the promotion of brain health.
There are multiple activities supporting the Alzheimer’s Association during VANTAGE New York, visit the Alzheimer’s Association booth in the Expo Hall to learn more. Thomson Reuters will match all funds raised towards this initiative. Together we can make a difference.
2
VANTAGE MOBILE APP
Download the VANTAGE Mobile App to your iPhone, iPad, or Android device to be sure you have all the latest conference information.
• View sessions and build your agenda
• Connect with fellow VANTAGE attendees
• Upload and view photos from the conference
• Provide feedback on sessions and tutorials
VANTAGE WIRELESS NETWORKThe VANTAGE wireless network is available throughout the Marriott Marquis Conference area.
Network: VANTAGE Passcode: vantage1
Scan QR code to download the app.
VANTAGE SHOWCASE SESSIONS
BE SURE TO CHECK OUT THE VANTAGE SHOWCASE SESSIONS!
TUESDAY, JUNE 19, 2018
10:30 am – 11:30 am 3E – What's New and Product RoadmapASTOR BALLROOM (7th FLOOR)
3:45 pm – 4:45 pm Shine Lawyers (Shine Corporate Limited)MARQUIS B & C (9th FLOOR)
Client-led Session
5:00 pm – 6:00 pm GDPR: Options to Allow You to Address Data Privacy Requirements as You DesireGRAMMERCY & OLMSTEAD (7th FLOOR)
WEDNESDAY, JUNE 20, 2018
2:00 pm – 3:00 pm NEW! 3E Matter PricingCOLUMBIA (7th FLOOR)
THURSDAY, JUNE 21, 2018
10:45 am – 11:45 am Elite Unplugged! ASTOR BALLROOM (7th FLOOR)
Client-led Session
1:45 pm – 2:45 pm The Truth About 3E in the Cloud from the First Firm to Go LiveASTOR BALLROOM (7th FLOOR)
Client-led Session
3:00 pm – 4:00 pm Shine Lawyers (Shine Corporate Limited)DUFFY (7th FLOOR)
Client-led Session
DON’T FORGET YOUR PASSPORTFind your VANTAGE PASSPORT in your conference bag and redeem the tickets at the VANTAGE Expo Hall for opportunities to win these fabulous gifts:
Treasure ChestWin a $1,500 gift card!Sponsored by:
Slot Machine PullA chance to win a power bank or a travel adapter!Sponsored by:
Gift Card RaffleWin a $500 gift card!Sponsored by:
Gift Card RaffleWin a $500 gift card!Sponsored by:
Gift Card RaffleWin a $1,000 gift card!Sponsored by:
VANTAGE T-shirtRedeem your ticket for a VANTAGE T-shirt!Sponsored by:
Slot Machine PullA chance to win a $5, $10 or $100 Starbucks gift card!Sponsored by:
Gift Card RaffleWin a $500 gift card!Sponsored by:
Logo - Knockout Inverted
Logo - Knockout
Logo - Full Colour
Rain or Shine? You Choose!Redeem your ticket for your choice of a 3E in the Cloud umbrella or sunglasses.Sponsored by:
Wall Charging AdapterRedeem your ticket for a wall charging adapter!Sponsored by: Gift to Alzheimer’s Association
Thomson Reuters Elite is a proud supporter of the Alzheimer’s Association, which helps fund research and provide support for those living with the disease.
Turn in your ticket and Thomson Reuters Elite will donate $1 to Alzheimer’s Association.
Gift Card RaffleWin a $1,000 gift card!Sponsored by:
4
EVENTS
CONFERENCE SCHEDULE SUMMARY
CONFERENCE SUMMARY
RegistrationMonday 10:00 am – 5:00 pmTuesday 7:30 am – 5:30 pmWednesday 8:00 am – 5:00 pmThursday 8:00 am – 3:00 pm
VANTAGE KeynoteTuesday 9:00 am – 10:00 am
Guest Speaker KeynoteWednesday 12:45 pm – 1:45 pm
TutorialsMonday 1:00 pm – 3:00 pm 3:15 pm – 5:15 pm
Wednesday 9:00 am – 10:30 am
3:30 pm – 5:00 pm
Sessions
Tuesday 10:30 am – 11:30 am 1:00 pm – 2:00 pm 2:15 pm – 3:15 pm 3:45 pm – 4:45 pm 5:00 pm – 6:00 pm
Wednesday 11:00 am – 12:00 pm 2:00 pm – 3:00 pm
Thursday 8:00 am – 9:00 am 9:30 am – 10:30 am 10:45 am – 11:45 am 1:45 pm – 2:45 pm
3:00 pm – 4:00 pm
Expo HallTuesday 10:00 am – 4:00 pmWednesday 9:00 am – 5:00 pm
Thursday 9:00 am – 1:30 pm
Learning ZoneMonday 12:00 pm – 5:00 pmTuesday 10:00 am – 5:00 pmWednesday 9:00 am – 5:00 pmThursday 8:00 am – 1:30 pm
Thomson Reuters Elite Demo SuitesMonday 3:00 pm – 6:00 pmTuesday 8:00 am – 6:00 pmWednesday 8:00 am – 6:00 pm
Thursday 8:00 am – 4:00 pm
Tuesday 6:00 pm – 8:00 pm VANTAGE Expo Reception Westside Ballroom, 5th Floor (business casual attire)
Thursday 12:30 pm – 1:30 pm VANTAGE Expo Hall Closing Westside Ballroom, 5th Floor (business casual attire)
Thursday 6:30 pm – 10:30 pm Rock’in Gala at Rockefeller Center (business casual attire)
Join us at 6:00 am on Thursday, June 21, in the Manhattan Ballroom, 8th floor, where we will be running a yoga class with a certified Core Power Yoga instructor. All experience and ability levels welcome! For more information, visit the Alzheimer’s Association booth or check the VANTAGE Mobile App.
Kick off “International Yoga Day” with an All-levels Yoga Class in Support of the Alzheimer’s Association
100 LIKES CHALLENGE
2018 NEW YORK CITY EDITIONVANOPOLY
#VANTAGENYC2018Tweet to Win
Be one of the first 100 to like our Facebook post to win the
100 Likes Challenge!
GO! for the WIN with VANOPOLY,
the new interactive conference game!
Show us your best side with Tweet to Win,
the photo sharing contest!
5
Conference Registration
Meals/VANTAGE Keynote/Guest Keynote
Tutorials/Sessions
Expo Hall/VANTAGE Expo Reception
Learning Zone
Elite Demo Suites
5TH FLOOR
4TH FLOOR
ESCALATORS
ESCALATORS
ELEVATORSELEVATORS
ELEVATORSELEVATORS
WESTSIDE BALLROOM
GILBERT
BRECHT
9TH FLOOR
7TH FLOOR ELEVATORS
ESCALATORS
ELEVATORS
6TH FLOOR
ESCALATORS
ELEVATORSELEVATORS
ALVIN
BOOTHEDISON
CARNEGIELYCEUM
WILDER
ODETS
O’NEIL
ZIEGFELD
REGISTRATION
MAJESTIC
MUSIC BOX
WINTER GARDEN
PALACE
JUILLIARD
SHUBERT
IMPERIAL
BROADHURST
BELASCO
BROADWAY BALLROOM
OLMSTEAD + GRAMMERCY
ASTOR BALLROOM
HARLEM
HERALD + SOHO
DUFFY
COLUMBIAGOTHAM + CHELSEA
HUDSON + EMPIRE
MARQUIS A
MARQUIS B + C
BARRYMORE
CANTOR
JOLSON
Conference Registration
Meals/VANTAGE Keynote/Guest Keynote
Tutorials/Sessions
Expo Hall/VANTAGE Expo Reception
Learning Zone
Elite Demo Suites
5TH FLOOR
4TH FLOOR
ESCALATORS
ESCALATORS
ELEVATORSELEVATORS
ELEVATORSELEVATORS
WESTSIDE BALLROOM
GILBERT
BRECHT
9TH FLOOR
7TH FLOOR ELEVATORS
ESCALATORS
ELEVATORS
6TH FLOOR
ESCALATORS
ELEVATORSELEVATORS
ALVIN
BOOTHEDISON
CARNEGIELYCEUM
WILDER
ODETS
O’NEIL
ZIEGFELD
REGISTRATION
MAJESTIC
MUSIC BOX
WINTER GARDEN
PALACE
JUILLIARD
SHUBERT
IMPERIAL
BROADHURST
BELASCO
BROADWAY BALLROOM
OLMSTEAD + GRAMMERCY
ASTOR BALLROOM
HARLEM
HERALD + SOHO
DUFFY
COLUMBIAGOTHAM + CHELSEA
HUDSON + EMPIRE
MARQUIS A
MARQUIS B + C
BARRYMORE
CANTOR
JOLSON
6
CONFERENCE SCHEDULE
MONDAY, JUNE 18, 201810:00 am – 5:00 pm Registration
1:00 pm – 3:00 pm
ENTERPRISE TUTORIAL ENTERPRISE/3E TUTORIAL
Enterprise Flat Fee Billing Best Practices
EMPIRE & HUDSON (7th FL)
Getting the Most Out of eBillingHub
HARLEM (7th FL)
Maintaining and Troubleshooting Your Design Gallery 3.0 Environment
HERALD & SOHO (7th FL)
ENTERPRISE TO 3E TUTORIAL ENTERPRISE TO 3E/3E TUTORIAL
Feature Comparative: Advanced Billing Arrangements
CHELSEA & GOTHAM (7th FL)
Feature Comparative: Multicurrency
GRAMMERCY & OLMSTEAD (7th FL)
Keys to a Successful 3E Implementation
BARRYMORE (9th FL)
3E TUTORIAL
GL Allocations
CANTOR (9th FL)
Meet the IDE
JOLSON (9th FL)
Taxes Need Not Be Taxing
MARQUIS B & C (9th FL)
3:15 pm – 5:15 pm
TECH TUTORIAL ENTERPRISE TUTORIAL
Data Privacy – GDPR Setup, HTTPS, Encryption at Rest, TDE, etc.
BARRYMORE (9th FL)
Paperless Proforma: Best Practices for Configuring and Customizing
EMPIRE & HUDSON (7th FL)
Enterprise Interim Billing Best Practices
HERALD & SOHO (7th FL)
ENTERPRISE/3E TUTORIAL ENTERPRISE TO 3E TUTORIAL
As The Bill Turns: An eBillingHub Deep Dive
HARLEM (7th FL)
Feature Comparative: Billing Rates
CHELSEA & GOTHAM (7th FL)
Making the Transition to 3E: Understanding the Legacy Data Review
GRAMMERCY & OLMSTEAD (7th FL)
3E TUTORIAL
Revaluations
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
JOLSON (9th FL)
Security/User Access in 3E
MARQUIS B & C (9th FL)
TUESDAY, JUNE 19, 20187:30 am – 5:30 pm Registration
8:15 am – 9:00 am Breakfast BROADWAY BALLROOM (6th FL)
9:00 am – 10:00 am VANTAGE Keynote BROADWAY BALLROOM (6th FL)
10:00 am – 10:30 am Expo Hall Break
10:30 am – 11:30 am
VANTAGE SHOWCASE/ENTERPRISE TO 3E/3E ENTERPRISE
3E – What’s New and Product Roadmap
ASTOR BALLROOM (7th FL)
Enterprise Favorite Features
EMPIRE & HUDSON (7th FL)
WebView 5.5/5.6 Enhancements
HERALD & SOHO (7th FL)
11:30 am – 12:15 pm Meet & Greet – Meet the 3E Product Managers
12:15 pm – 1:00 pm Lunch Sponsored by ClientPay BROADWAY BALLROOM (6th FL)
1:00 pm – 2:00 pm
3E WORKSPACE/3E TECH ENTERPRISE/3E
The Future Has Arrived for the Lawyer User Experience
EMPIRE & HUDSON (7th FL)
Build Tool and Developer Workflows
BARRYMORE (9th FL)
Simple and Easy Receivables
HARLEM (7th FL)
ENTERPRISE/3E ENTERPRISE/ENTERPRISE TO 3E ENTERPRISE TO 3E
3E Design Gallery: New Standard Solutions Overview – Now for Enterprise and 3E
MARQUIS A (9th FL)
All About Enterprise and Your Path Toward the Future
ASTOR BALLROOM (7th FL)
Feature Comparative: Proformas and Bills – Part I
CHELSEA & GOTHAM (7th FL)
3E
The Power of the 3E Time Type
GRAMMERCY & OLMSTEAD (7th FL)
3E Financials 2.9 and Beyond
CANTOR (9th FL)
3E Conflicts – Setup and Configuration
JOLSON (9th FL)
VANTAGE 2018 WORLDWIDE CONFERENCE • JUNE 18 – 21 NEW YORK CITY
7
TUESDAY, JUNE 19, 2018 (CONT.)2:00 pm – 2:15 pm Break
2:15 pm – 3:15 pm
3E MATTERSPHERE/3E 3E MATTERSPHERE/TECH 3E WORKSPACE/3E ENTERPRISE
3E Financial Reporting
MARQUIS A (9th FL)
Creating Customizations for 3E MatterSphere
BARRYMORE (9th FL)
3E Workspace Mobile – What’s New and Product Roadmap
MARQUIS B & C (9th FL)
Using Image Connect with Enterprise and WebView
HERALD & SOHO (7th FL)
ENTERPRISE TO 3E ENTERPRISE TO 3E/3E
Learn From Your Peers: Going Live on 3E Next Month –
Mission Accomplished?
DUFFY (7th FL)
Feature Comparative: Proformas and Bills – Part II
CHELSEA & GOTHAM (7th FL)
Technical Comparative: Tables vs. Archetypes and Framework
GRAMMERCY & OLMSTEAD (7th FL)
The Rise of 3E in the Cloud: Everything You Need to Know to
Elevate Your Firm
ASTOR BALLROOM (7th FL)
ENTERPRISE TO 3E/3E ENTERPRISE TO 3E/3E 3E
3E Favorite Features
EMPIRE & HUDSON (7th FL)
3E Paperless Proforma – What’s New, Product Roadmap and Greenspoon Project Update
CANTOR (9th FL)
Law Firm Profitability, BI, and Matter Budgeting – Iridium BI Showcase
HARLEM (7th FL)
3:15 pm – 3:45 pm Expo Hall Break
3:45 pm – 4:45 pm
VANTAGE SHOWCASE/3E MATTERSPHERE/3E WORKSPACE/3E 3E MATTERSPHERE/3E ENTERPRISE
Shine Lawyers (Shine Corporate Limited)
MARQUIS B & C (9th FL)
Unleashing the Power of 3E MatterSphere
DUFFY (7th FL)
Enterprise Multipayor Best Practices
HERALD & SOHO (7th FL)
ENTERPRISE TO 3E ENTERPRISE TO 3E/3E 3E
Making the Transition to 3E: Why 3E?
CHELSEA & GOTHAM (7th FL)
Peer Perspective: Our Enterprise to 3E Conversion Experience
GRAMMERCY & OLMSTEAD (7th FL)
Strategy and Planning for Your New Financial System Implementation
HARLEM (7th FL)
3E Technology and Architecture, Building For the Future
BARRYMORE (9th FL)
3E
Balancing Tips and Tricks
CANTOR (9th FL)
3E and Global Compliance
JOLSON (9th FL)
Carpe Tempus (“Seize the Time”): My Favorite Time, Disbursement, and Billing Reports in 3E
MARQUIS A (9th FL)
5:00 pm – 6:00 pm
VANTAGE SHOWCASE/ENTERPRISE/3E ENTERPRISE
GDPR: Options to Allow You to Address Data Privacy Requirements as You Desire
GRAMMERCY & OLMSTEAD (7th FL)
Enterprise Billing Manager and APGL 3.9 and 3.10 Post Release Enhancements
HERALD & SOHO (7th FL)
ENTERPRISE/3E ENTERPRISE TO 3E
Xcelerate Budgeting & Forecasting for Enterprise & 3E
HARLEM (7th FL)
Feature Comparative: General Ledger and Reporting
CHELSEA & GOTHAM (7th FL)
Rightsizing a 3E Implementation at a Mid-Size Firm
EMPIRE & HUDSON (7th FL)
Technical Comparative: Product System Requirements
MARQUIS A (9th FL)
3E
Closing your Month in 3E
CANTOR (9th FL)
Other Uses for 3E Roles
JOLSON (9th FL)
3E Data Insights – Data Analytics Made Easy
MARQUIS B & C (9th FL)
6:00 pm – 8:00 pm VANTAGE Expo Reception Sponsored by BigHand WESTSIDE BALLROOM (5th FL)
VANTAGE EXPO RECEPTIONTuesday, June 19, 6:00 pm – 8:00 pm Westside Ballroom, 5th Floor
Join us for the VANTAGE Expo Reception on Tuesday, June 19, from 6:00 pm to 8:00 pm in the VANTAGE Expo Hall located in the Westside Ballroom on the 5th floor. Stop by and visit your favorite Thomson Reuters partners and meet up with old and new friends. This year’s VANTAGE Expo Reception is made possible by the generous sponsorship of our friends at BigHand.
indicates client-led sessions
8
CONFERENCE SCHEDULE
WEDNESDAY, JUNE 20, 20188:00 am – 5:00 pm Registration
8:00 am – 8:45 am Breakfast Sponsored by Pinnacle BROADWAY BALLROOM (6th FL)
9:00 am – 10:30 am
3E MATTERSPHERE/TECH TUTORIAL 3E WORKSPACE/3E TUTORIAL ENTERPRISE TUTORIAL ENTERPRISE TO 3E TUTORIAL
MatterSphere Developer Productivity
BARRYMORE (9th FL)
The Lawyer Experience: 3E Workspace Brings It All Together
COLUMBIA (7th FL)
Enterprise Billing and APGL 3.11 and Post GA Enhancements
HERALD & SOHO (7th FL)
Making the Transition to 3E: The Conversion Process Explained
CHELSEA & GOTHAM (7th FL)
ENTERPRISE TO 3E TUTORIAL 3E TUTORIAL
Feature Comparative: Masking
GRAMMERCY & OLMSTEAD (7th FL)
Inter-company Billing
CANTOR (9th FL)
3E Basic Report Design
JOLSON (9th FL)
3E Administration, Performance, and Troubleshooting
MARQUIS B & C (9th FL)
10:30 am – 11:00 am Expo Hall Break Sponsored by Uptime Legal Systems
11:00 am – 12:00 pm
INSIGHTS & OUTLOOKS/ENTERPRISE 3E MATTERSPHERE 3E BUSINESS DEVELOPMENT TECH/3E
Adapt or Die: Disruption, Innovation and the Future of Law Firms
EMPIRE & HUDSON (7th FL)
3E MatterSphere – What’s New and Product Roadmap
COLUMBIA (7th FL)
Breaking Down the Data Silos: Why Time & Billing Data Is
Important to Business Development
DUFFY (7th FL)
Security in 3E
MARQUIS B & C (9th FL)
ENTERPRISE ENTERPRISE/3E ENTERPRISE TO 3E
WebView: Basic Time Entry Tips & Tricks
(Part I)
HERALD & SOHO (7th FL)
International Payments and Check Elimination – Continuous Innovation
of the Payment Process!
HARLEM (7th FL)
Making the Transition to 3E: Know Your Enterprise Customizations
and Data Requirements
CHELSEA & GOTHAM (7th FL)
Feature Comparative: Accounts Payable and Reporting
GRAMMERCY & OLMSTEAD (7th FL)
ENTERPRISE TO 3E 3E
Explore Our Project Quality Model
MARQUIS A (9th FL)
3E Data Insights – Client Panel
BARRYMOR (7th FL)
What’s New in AP & GL
CANTOR (9th FL)
Monitoring and Diagnostics, Our Next Step
JOLSON (9th FL)
12:00 pm – 12:45 pm Lunch Sponsored by Wilson Legal Solutions BROADWAY BALLROOM (6th FL)
12:45 pm – 1:45 pm Guest Speaker Keynote Back to Basics: What Role Can Internal Communication Play to Help Drive Innovation and Growth? BROADWAY BALLROOM (6th FL)
2:00 pm – 3:00 pm
VANTAGE SHOWCASE 3E BUSINESS DEVELOPMENT ENTERPRISE ENTERPRISE TO 3E
NEW! 3E Matter Pricing
COLUMBIA (7th FL)
Why 3E Business Development? Product Demonstration
DUFFY (7th FL)
Enterprise Write-ups and Write-downs Best Practices
HERALD & SOHO (7th FL)
Feature Comparative: Setups
GRAMMERCY & OLMSTEAD (7th FL)
ENTERPRISE TO 3E ENTERPRISE TO 3E/3E
3E Implementations – Hindsight is 20/20 and Insights
Are Golden Nuggets!
ASTOR BALLROOM (7th FL)
Building a Business Case for 3E
CHELSEA & GOTHAM (7th FL)
From Housekeeping to Breadwinning: How the Power of Data Can Move the Dial from Admin to
Business Development Success
HARLEM (7th FL)
3E
Show and Tell: Self-service Reporting Using 3E Dashboard Design and 3E Notify
JOLSON (9th FL)
Favorite 3E Customizations Tips & Tricks
MARQUIS A (9th FL)
Bring Your Data to Life with Microsoft’s Power BI
MARQUIS B & C (9th FL)
CPE CREDITSAll sessions and tutorials at VANTAGE are CPE-accredited.
To obtain CPE credits, you must sign in and out at the beginning and end of each day at the CPE desk near the registration desk. After the event, an online affidavit at the address below needs to be filled out to complete the process and get the earned CPE credits. CPE credits provided will depend on attendance and affidavit confirmation. Specific credits received will vary based on session choices.
Please note: Focus groups, executive sessions, client meetings, meals, and social activities are not eligible for CPE accreditation.
Online Affidavit: https://wlec.formstack.com/forms/2018elite. Deadline to fill out the online affidavit: August 1, 2018
Questions? Contact [email protected]
VANTAGE 2018 WORLDWIDE CONFERENCE • JUNE 18 – 21 NEW YORK CITY
9
LEARNING ZONEStop by the Learning Zone for one-on-one instruction from Subject Matter Experts for your Thomson Reuters solutions.
The Learning Zone is located in the Juilliard Complex on the 5th floor and open during the following hours:
Monday 12:00 pm – 5:00 pmTuesday 10:00 am – 5:00 pm (Closed during lunch and VANTAGE Keynote)
Wednesday 9:00 am – 5:00 pm (Closed during lunch and Guest Speaker Keynote)
Thursday 8:00 am – 1:30 pm
SCHEDULE A PRIVATE DEMO!Get a closer look at the Thomson Reuters Elite product line with a personal demonstration in our private demo suites. Visit the Demo Suite check-in desk located by the Majestic Complex on the 6th floor.
Thomson Reuters Elite Demo Suite hours
Monday 3:00 pm – 6:00 pmTuesday 8:00 am – 6:00 pmWednesday 8:00 am – 6:00 pmThursday 8:00 am – 4:00 pm
WEDNESDAY, JUNE 20, 2018 (CONT.)3:00 pm – 3:30 pm Expo Hall Break
3:30 pm – 5:00 pm
3E WORKSPACE/TECH TUTORIAL ENTERPRISE TUTORIAL ENTERPRISE/3E TUTORIAL
3E Workflows
BARRYMORE (9th FL)
Enterprise Billing and APGL 3.11 and Post GA Enhancements
HERALD & SOHO (7th FL)
Cloud Technology and How Elite Is Leveraging It
EMPIRE & HUDSON (7th FL)
3E Design Gallery Solution Development in V3
MARQUIS A (9th FL)
ENTERPRISE TO 3E TUTORIAL 3E TUTORIAL
Implementation Readiness Services Overview
CHELSEA & GOTHAM (7th FL)
Feature Comparative: Reporting
GRAMMERCY & OLMSTEAD (7th FL)
3E Matter Pricing
ASTOR BALLROOM (7th FL)
3E TUTORIAL
Show Me The Money: How 3E Deals with Accounts Payable, from Supply to Settlement
CANTOR (9th FL)
3E Basic IDE
JOLSON (9th FL)
The Importance and Impact of Setups on System Balancing
MARQUIS B & C (9th FL)
SESSIONS AND TUTORIALS LIST
10
THURSDAY, JUNE 21, 20188:00 am – 3:00 pm Registration
7:15 am – 8:00 am Breakfast BROADWAY BALLROOM (6th FL)
8:00 am – 9:00 am
3E MATTERSPHERE 3E WORKSPACE/TECH ENTERPRISE
3E MatterSphere and The Mobile Lawyer
DUFFY (7th FL)
Data Sync Using 3E Workspace Integration Framework
BARRYMORE (9th FL)
Enterprise Data Insights – A Step into the Future
EMPIRE & HUDSON (7th FL)
Enterprise Favorite Features
HERALD & SOHO (7th FL)
ENTERPRISE/3E ENTERPRISE TO 3E ENTERPRISE TO 3E/3E
eBillingHub – What’s New and Product Roadmap
MARQUIS A (9th FL)
Feature Comparative: Framework
CHELSEA & GOTHAM (7th FL)
Feature Comparative: Paperless Proforma
GRAMMERCY & OLMSTEAD (7th FL)
Cosine Matter Planning
HARLEM (7th FL)
3E
Education Services – Client Education Overview
COLUMBIA (7th FL)
3E Masking and Its Power
CANTOR (9th FL)
What’s New with 3E Framework and the Elite Service Bus
JOLSON (9th FL)
Doubtful Invoices and WIP Provisioning
MARQUIS B & C (9th FL)
9:00 am – 9:30 am Expo Hall Break
9:30 am – 10:30 am
3E MATTERSPHERE 3E BUSINESS DEVELOPMENT TECH/3E
3E MatterSphere Comprehensive Case/Matter Management
MARQUIS A (9th FL)
3E Business Development – What’s New and Product Roadmap
DUFFY (7th FL)
U3E Tips and Secrets – DLS Manager, IBC
BARRYMORE (9th FL)
ENTERPRISE ENTERPRISE/3E ENTERPRISE TO 3E ENTERPRISE TO 3E
WebView 5.5/5.6 Enhancements
HERALD & SOHO (7th FL)
One Hub to Manage All of Your E-billing Needs (Yes, Really)
ASTOR BALLROOM (7th FL)
Enterprise to 3E Roundtable: Ask the Experts
CHELSEA & GOTHAM (7th FL)
Feature Comparative: UDFs
GRAMMERCY & OLMSTEAD (7th FL)
3E
How 3E Image Connect Can Help Your Firm Store and Retrieve Transactional Backup Documentation
COLUMBIA (7th FL)
Directly Improve Profitability by Uncovering Your Operational Blind Spot with Real Data
HARLEM (7th FL)
3E
Replacing Silverlight – 3E’s Updated User Interface
CANTOR (9th FL)
I Predict a Riot: Anticipated Costs and Why Most Firms Should Avoid Them
JOLSON (9th FL)
What’s New in 3E Billing
MARQUIS B & C (9th FL)
10:45 am – 11:45 am
VANTAGE SHOWCASE/ENTERPRISE/3E INSIGHTS & OUTLOOKS 3E WORKSPACE
Elite Unplugged!
ASTOR BALLROOM (7th FL)
Artificial Intelligence Relevance
EMPIRE & HUDSON (7th FL)
Mobile Technology Deep Dive and Security
MARQUIS A (9th FL)
TECH ENTERPRISE ENTERPRISE/3E ENTERPRISE/3E
Framework Under the Hood
BARRYMORE (9th FL)
WebView Advanced Time Entry Tips & Tricks (Part II)
HERALD & SOHO (7th FL)
It’s Your Knowledge Base 24/7
DUFFY (7th FL)
eBillingHub User Group
COLUMBIA (7th FL)
ENTERPRISE TO 3E
Data Stewarding and the Future of 3E Conversions
HARLEM (7th FL)
Feature Comparative: Taxes
CHELSEA & GOTHAM (7th FL)
Making the Transition to 3E: Impact and Cost of Customizations
GRAMMERCY & OLMSTEAD (7th FL)
How to Prepare Your Firm for a Successful Implementation
CANTOR (9th FL)
3E
3E Metrics and Reports
JOLSON (9th FL)
Demystifying Payment Selection Generation Unavailable Items and Application Bank Postings
MARQUIS B & C (9th FL)
11:45 am – 12:30 pm Lunch BROADWAY BALLROOM (6th FL)
VANTAGE 2018 WORLDWIDE CONFERENCE • JUNE 18 – 21 NEW YORK CITY
11
THURSDAY, JUNE 21, 2018 (CONT.)12:30 pm – 1:30 pm VANTAGE Expo Closing WESTSIDE BALLROOM (5th FL)
1:45 pm – 2:45 pm
VANTAGE SHOWCASE/ENTERPRISE TO 3E/3E 3E BUSINESS DEVELOPMENT
The Truth About 3E in the Cloud from the First Firm to Go Live
ASTOR BALLROOM (7th FL)
Leveraging Firm Experience to Maximize Opportunity: The Value of Financial Data and Relationships
DUFFY (7th FL)
INSIGHTS & OUTLOOKS ENTERPRISE/3E ENTERPRISE TO 3E
Pricing Strategy: A Playbook for 2018
EMPIRE & HUDSON (7th FL)
3E Design Gallery – What’s New and Product Roadmap
MARQUIS A (9th FL)
Feature Comparative: eBillingHub
CHELSEA & GOTHAM (7th FL)
ENTERPRISE TO 3E 3E
Feature Comparative: Data Imports/Exports
GRAMMERCY & OLMSTEAD (7th FL)
Feature Comparative: Conflicts
HERALD & SOHO (7th FL)
Making the Transition to 3E: Accounts Payable
BARRYMORE (9th FL)
Xcelerate Extended – Get More from Your Investment
HARLEM (7th FL)
3E
Testing Your Masking
CANTOR (9th FL)
All About 3E Trust
JOLSON (9th FL)
Let’s Make a Deal: Rate Exceptions, Proforma Adjustments, and Volume Discounts
MARQUIS B & C (9th FL)
3:00 pm – 4:00 pm
VANTAGE SHOWCASE/3E MATTERSPHERE/3E WORKSPACE/3E 3E WORKSPACE ENTERPRISE
Shine Lawyers (Shine Corporate Limited)
DUFFY (7th FL)
How to Extend 3E Workspace Mobile
MARQUIS A (9th FL)
Enterprise Billing Rates Best Practices
HERALD & SOHO (7th FL)
ENTERPRISE TO 3E ENTERPRISE TO 3E/3E
The First 6 Months Live on 3E: What We Know Now
That We Didn’t Know Then!
ASTOR BALLROOM (7th FL)
3E Does It Better: General Ledger
CHELSEA & GOTHAM (7th FL)
Data Migration De-mystified
GRAMMERCY & OLMSTEAD (7th FL)
Anticipating Your Successful 3E Implementation: Resources, Work Load, Focus Area, and Partnership
JOLSON (9th FL)
ENTERPRISE TO 3E/3E 3E
User Acceptance Testing and other Keys to a Successful 3E Go-live
MARQUIS B & C (9th FL)
3E Billing and GL Metrics from Support’s Perspective
BARRYMORE (9th FL)
Charge it 3E Style
CANTOR (9th FL)
6:30 pm – 10:30 pm Rock’in Gala at Rockefeller Center
Join us Thursday night for Rock’in Gala at Rockefeller Center as we celebrate VANTAGE NYC. Enjoy live music, dancing, drinks, and dinner at the iconic Rockefeller Center.
This event requires that you bring your name badge or specially purchased dinner ticket to the event.
The Rockefeller Center is a 5-minute walk from the hotel. For those that require transportation, please check in at the VANTAGE Registration Desk no later than 12:00 pm on Thursday, June 21, 2018.
ROCK’IN GALA AT ROCKEFELLER CENTERThursday, June 21, 6:30 pm – 10:30 pm
Rockefeller Center
12
EXHIBITORS/SPONSORS
LOBBYNO. 2
SERVICEELEVATOR
FE FE FE
FE FE FE
1234567
8 9 10 11 12 13 14
17181920212223
24 25 26 27 28 29 30
31323334353638
43 44 45 46 47 48 49 50
WESTSIDE BALLROOM
AAC, Inc.www.aac-us.comBronze Sponsor
BigHandwww.bighand.comPlatinum Sponsor
Chrome River Technologieswww.chromeriver.com
ClickDimensionswww.clickdimensions.com
ClientPayinfo.clientpay.comPlatinum Sponsor
CoreTech Leasingwww.coretechleasing.com
Cosine Solutionswww.cosine.co.nzPlatinum Sponsor
Datolite Solutionswww.datolitesolutions.com
EXHIBITOR BOOTH
AAC, Inc. 31
Advanced Legal 36
Afinety, Inc. 18
Alzheimer’s Association 38
BigHand 49, 50
Chrome River Technologies 43
ClickDimensions 7
ClientPay 8, 9
CoreTech Leasing 26
Cosine Solutions 23
EXHIBITOR BOOTH
Datolite Solutions 2
Decision Pace 27
DocsCorp 25
Element55 29
Global Exchange Payment Solutions 12
Global Software, Inc. 34
Helm360 32
Intapp 24
Iridium Technology 21 , 22
Lynch Marks, LLC 48
MiniSoft, Inc. 33
OLAP Vision 17
oneFG Consulting, LLC 47
PaayaTech Inc. 3
Peer Monitor 5
Pinnacle 13, 14
ProCirrus Technologies 1
Qorus Software 45
Select* Associates, Inc. 30
Source Consulting Group 19, 20
The Quimera Group, LLC 28
Tikit 6
TransFirm Consulting LLC 4
Western Union Business Solutions 46
Wilson Legal Solutions 10, 1 1
Worldox 35
VANTAGE 2018 WORLDWIDE CONFERENCE • JUNE 18 – 21 NEW YORK CITY
13
Decision Pacewww.decisionpace.com
DocsCorpdocscorp.com/en/integration/ prolaw/overview
Element55www.element55.com
Global Exchange Payment Solutionswww.gexchange.comPlatinum Sponsor
Helm360www.helm360.com
Intappwww.intapp.com
Iridium Technologywww.iridium-technology.comPlatinum Sponsor
Lynch Marks, LLCwww.psship.com/products
MiniSoft, Inc.www.minisoftinc.com
OLAP Visionwww.olapvision.comPlatinum Sponsor
Logo - Knockout Inverted
Logo - Knockout
Logo - Full Colour
oneFG Consulting, LLCwww.onefg.com
PaayaTech Inc.www.paayatech.com
Peer Monitorlegalsolutions.thomsonreuters.com/ law-products/solutions/peer-monitorBronze Sponsor
Pinnaclewww.pinnacle-ic.comDiamond Sponsor
Professional Plus Solutionswww.professionalplussolutions.comSponsor
Qorus Softwarewww.qorusdocs.com
Select* Associates, Inc.www.selectsa.comBronze Sponsor
Source Consulting Groupwww.sourcegroup.comPlatinum Sponsor
The Quimera Group, LLCwww.thequimeragroup.comSponsor
Tikitwww.tikit.com
TransFirm Consulting LLCtransfirm.net
Western Union Business Solutionsbusiness.westernunion.com
Wilson Legal Solutionswww.wilsonlegalsol.comPlatinum Sponsor
Worldoxwww.worldox.com
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Thank you for attending VANTAGE 2018 New York City
We hope you will join us next year!
VANTAGE 2019June 17 - 20Marriott Marquis San Diego San Diego, CA