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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 $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:


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


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


Enterprise Interim Billing Best Practices


ENTERPRISE/3E TUTORIAL ENTERPRISE TO 3E TUTORIAL

As The Bill Turns: An eBillingHub Deep Dive

HARLEM (7th FL)

Feature Comparative: Billing Rates


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


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


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


WebView 5.5/5.6 Enhancements


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


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


Feature Comparative: Proformas and Bills – Part I


3E

The Power of the 3E Time Type


3E Financials 2.9 and Beyond

CANTOR (9th FL)

3E Conflicts – Setup and Configuration

JOLSON (9th FL)


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


Using Image Connect with Enterprise and WebView


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


Technical Comparative: Tables vs. Archetypes and Framework


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

Elevate Your Firm


ENTERPRISE TO 3E/3E ENTERPRISE TO 3E/3E 3E

3E Favorite Features


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)


Unleashing the Power of 3E MatterSphere

DUFFY (7th FL)

Enterprise Multipayor Best Practices


ENTERPRISE TO 3E ENTERPRISE TO 3E/3E 3E

Making the Transition to 3E: Why 3E?


Peer Perspective: Our Enterprise to 3E Conversion Experience


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


Enterprise Billing Manager and APGL 3.9 and 3.10 Post Release Enhancements


ENTERPRISE/3E ENTERPRISE TO 3E

Xcelerate Budgeting & Forecasting for Enterprise & 3E

HARLEM (7th FL)

Feature Comparative: General Ledger and Reporting


Rightsizing a 3E Implementation at a Mid-Size Firm


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


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


Making the Transition to 3E: The Conversion Process Explained


ENTERPRISE TO 3E TUTORIAL 3E TUTORIAL

Feature Comparative: Masking


Inter-company Billing

CANTOR (9th FL)

3E Basic Report Design

JOLSON (9th FL)

3E Administration, Performance, and Troubleshooting


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


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


ENTERPRISE ENTERPRISE/3E ENTERPRISE TO 3E

WebView: Basic Time Entry Tips & Tricks

(Part I)


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


Feature Comparative: Accounts Payable and Reporting


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


Feature Comparative: Setups



3E Implementations – Hindsight is 20/20 and Insights

Are Golden Nuggets!


Building a Business Case for 3E


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


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]


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)


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


Cloud Technology and How Elite Is Leveraging It


3E Design Gallery Solution Development in V3

MARQUIS A (9th FL)

ENTERPRISE TO 3E TUTORIAL 3E TUTORIAL

Implementation Readiness Services Overview


Feature Comparative: Reporting


3E Matter Pricing


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


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


Enterprise Favorite Features


ENTERPRISE/3E ENTERPRISE TO 3E ENTERPRISE TO 3E/3E

eBillingHub – What’s New and Product Roadmap

MARQUIS A (9th FL)

Feature Comparative: Framework


Feature Comparative: Paperless Proforma


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


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


One Hub to Manage All of Your E-billing Needs (Yes, Really)


Enterprise to 3E Roundtable: Ask the Experts


Feature Comparative: UDFs


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


10:45 am – 11:45 am

VANTAGE SHOWCASE/ENTERPRISE/3E INSIGHTS & OUTLOOKS 3E WORKSPACE

Elite Unplugged!


Artificial Intelligence Relevance


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)


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


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


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


11:45 am – 12:30 pm Lunch BROADWAY BALLROOM (6th FL)


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


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


3E Design Gallery – What’s New and Product Roadmap

MARQUIS A (9th FL)

Feature Comparative: eBillingHub


ENTERPRISE TO 3E 3E

Feature Comparative: Data Imports/Exports


Feature Comparative: Conflicts


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


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



The First 6 Months Live on 3E: What We Know Now

That We Didn’t Know Then!


3E Does It Better: General Ledger


Data Migration De-mystified


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


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

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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


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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

worldwide conference june 18 – 21€¦ · vantage. 2018. worldwide conference • june 18 – 21...

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