C u r r i cu l u m - Elite · 2017-05-10 · 4 : 3 0 p m – 5 : 3 0 p m 3 : 1 5 p m – 4 : 4 5 p...

May 10, 2017 version

ProLaw Summit Schedule

http://www.thomsonreuters.com/

4:30 pm – 5:30 pm

3:15 pm – 4:45 pm

CurriculumThe following is the most current ProLaw Summit at VANTAGE 2017 curriculum (updated on May 10, 2017). New sessions will be added over the next few

weeks. Be sure to bookmark this web page and revisit for the most current schedule.

All VANTAGE Worldwide sessions and tutorials qualify for CPE credit.

Sessions are listed as follows:

Insights & Outlooks

eBillingHub

ProLaw – General

ProLaw – Front O�ce

ProLaw – Back O�ce

ProLaw – Technical

Schedule grid:

A quick reference schedule grid is located after the sessions list. Jump to the schedule grid »

INSIGHTS & OUTLOOKS

TUESDAY, JUNE 6, 2017

Peer Monitor Industry Trend Overview

Presented by Cory Branden

Learn about top trends emerging in the legal industry based on recent data from PeerMonitor.

HAMILTON & INDIAN RIVER

WEDNESDAY, JUNE 7, 2017

Cloud on the Horizon

Presented by Ruby Lee

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.


8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

3:00 pm – 4:00 pm

3:15 pm – 4:45 pm

8:45 am – 9:45 am

THURSDAY, JUNE 8, 2017

Lean Legal: Evolution or Revolution?

Presented by Priya Ramaswamy and Sam Toward

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.


The Intelligent Law Firm

Presented by Lisa Brown and Marc Solomon

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.


The Lawyer’s Technology “Wish List”

Presented by Justin Farmer

What unmet technology needs will your lawyers face in 2017? What about in threeyears?


Cyber Security Arms Race

Presented by Anne-Marie Scollay

Preparing for major security risks – such as cyber terrorism, data privacy, andreputational impact – has never been more important. How ready is your �rm? Come�nd out what it takes to overcome today's security risks.


EBILLINGHUB


Building a Better eBillingHub: Why? When? How?

Presented by Greg Nilsen

A look at the long-term roadmap plans for eBillingHub, including the next-gen versionof the billing solution - Project Livewire. TUTORIAL

FLORIDIAN SALON F


Working Together for a Better eBillingHub Ecosystem

Presented by Greg Brown and Greg Nilsen

Come learn about the steps that eBillingHub is taking to partner more closely withTime and Billing Systems, Corporate Client Vendors and other application providers toimprove your overall e-billing experience.

FLORIDIAN SALON F

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3:15 pm – 4:15 pm

4:30 pm – 5:30 pm

10:15 am – 11:15 am

PROLAW – GENERAL


ProLaw Support Roundtable

Presented by Rick Roy, Julian Cortez, Gina Lague, andLisa Vedrani

Join your Support Team representatives to participatein a lively discussion regarding entering supportincidents and when to contact your Support team.

FLAGLER & GILCHRIST

ProLaw SSRS: Report Edits 101

Presented by Austin Gabaldon

This is an introductory course for all audiences onProLaw .NET's SSRS report builder. Learn how anyonecan do basic report edits without any SQL experience!Topics include adding and moving �elds, resizing �eldsand margins, adding color, and changing headers andfooters.

FLORIDIAN SALON I

Using the ProLaw Dashboard

Presented by Randall Miles

Let us show your sta� all the ways you can con�gureand optimize the ProLaw Dashboard and its features.

FLORIDIAN SALON G

ProLaw Product Management Q&A

Presented by Maurice Williams

Here is your chance to meet with the ProductManagement Team and ask your questions regardingcurrent and future ProLaw development.

FLORIDIAN SALON H

ProLaw Support Troubleshooting

Presented by Julian Cortez and Lisa Vedrani

This session will discuss some basic troubleshooting steps before engaging ProLawSupport.

FLORIDIAN SALON H

Understanding the Uniqueness of ProLaw Querying

Presented by Lisa Vedrani

Meet with one of our query gurus to discuss your unanswered questions regardingstringing queries together. Please bring your query questions for this lively discussion.

FLORIDIAN SALON H


ClientPay 2.0: Next Generation Payment Processing for Next Generation Law Firms

Presented by Ryan Beck, Vice President, and Vince Arnoldi, both of ClientPay

Today’s top law �rms are hungry for new technology advancements that will transformthe way they do business. Join us to discover how our industry leading, nextgeneration, credit card processing service makes invoicing and billing clients easy foryou and easy for them. Hear how ClientPay’s newest platform, to be rolled out soon,will revolutionize recurring billing, enhance your client’s payment experience, andprovide �rms the custom �elds needed to successfully report on transactions. Did youknow that ClientPay’s Transaction Optimizer technology is helping Thomson Reuter’sElite �rms save an average of 23% on their payment processing fees? Don’t miss outon this next generation technology.

FLORIDIAN SALON K

1:30 pm – 2:30 pm

4:15 pm – 5:15 pm

ProLaw Agent: More than Meets the Eye

Presented by Gina Lague

In this presentation, you will learn what the ProLawAgent is, what’s needed to set it up and its manyfunctions. From running your pre-bills to ensuringyour documents are indexed, the ProLaw Agent canrun many tasks while everyone is out of the o�ce.

FLORIDIAN SALON G

New Outlook View: Attorney's Direct Access toProLaw Data

Presented by Cynde Carley

This is a new session providing a technical overview ofthe rebuilt Outlook View Service and discussingarchitecture and components, combined services,quality and performance. There will also be a demo ofthis new Outlook integration.

FLORIDIAN SALON H

The Myths & Realities of Time Entry: A RoundtableDiscussion

Presented by Gabriela Isturiz, Co-Founder andPresident, and Matt Yezovich, Director of Sales, both ofBelle�eld Systems and Matt Yezovich, Director of Sales

Join Gabriela Isturiz, President of Belle�eld Systems,and Matt Yezovich, Director of Sales, for a roundtablediscussion on the challenges and solutions totimekeeping in the modern law �rm. These industry-recognized thought leaders will touch on time entryas it relates to integration, �rm adoption, revenue,and ROI including: how using time entry data hashelped them make better decisions throughout the�rm, how technology has helped them managecompliance with their time entry policy, and what’s onthe horizon for the most innovative �rms.

FLORIDIAN SALON K

ProLaw Remote - Part II: Comparing ProLaw Mobile to ProLaw Portal from an EndUser Perspective

Presented by Rachel Fischbach-Saiz

This session compares Mobile to Portal from an end-user perspective. We will discussthe right tools for secure remote access when traveling or away from the o�ce. Thisincludes demonstrations of contacts, matters, dockets, documents, notes andtimekeeping on both platforms. The session is aimed at showing how a typical mobileuser would perform day-to-day work seamlessly using their tool of choice.

FLAGLER & GILCHRIST

11:00 am – 12:00 pm

1:45 pm – 2:45 pm

3:15 pm – 4:15 pm

4:30 pm – 5:30 pm

10:15 am – 11:15 am

11:30 am – 12:30 pm

PROLAW – FRONT OFFICE


ProLaw Docketing for Your HR Needs

Presented by Brian Clay

Explore how to use contacts and matters to track the Human Resource needs of your�rm. Find out how to set up security to ensure only the right people have access tothat information.

FLORIDIAN SALON H

Successfully Moving from ProLaw Legacy Pro Filing to .Net Pro Filing

Presented by Julian Cortez and Lisa Vedrani

Learn about the technical aspects of moving from ProLaw Legacy Pro Filing to .Net ProFiling. Review the prerequisites, functionality changes and how to deploy in a small,large, or remote environment.

FLORIDIAN SALON I

ProLaw Front O�ce Roundtable

Presented by Ginny Sutherland, Paul Allen, and Kyle Johnson

Join us for an informational exchange regarding Front O�ce topics. ProLaw subjectmatter experts will answer questions and facilitate information sharing.

FLAGLER & GILCHRIST

Best Practices for ProLaw Con�icts Checking

Presented by Ginny Sutherland

Back by popular demand! The key to managing con�icts of interest is to develop anduse a good con�icts checking system. This course o�ers ideas, tips and best practicesto help you �ne-tune ProLaw to meet your con�icts checking needs.

FLORIDIAN SALON G


ProLaw Document Automation

Presented by Ginny Sutherland

Learn how to create dynamic document types, including PDF document types, byincorporating both ProLaw and Microsoft Word features to automate documentassembly.

FLORIDIAN SALON I

Gain E�ciencies Using the ProLaw Events Module

Presented by Paul Allen

Learn how to become more e�cient using the powerful Events module. Topics includesearching across matters and contacts, the Documents Search including full textsearching, the Document Worklist, transferring events, copying and checking outdocuments, emailing multiple documents, and more.

FLORIDIAN SALON G

1:30 pm – 2:30 pm

3:00 pm – 4:00 pm

4:15 pm – 5:15 pm

11:00 am – 12:00 pm

4:30 pm – 5:30 pm

ProLaw's Document Searching and Full Text Indexing


This session is perfect for the �rm that never rolled out documents (but plans to) orFull Text Indexing. Learn how to search from the Matter Events tab and in Events usingthe Document and Document Worklist views. We will also cover how to set up,customize and maintain Full Text Indexing.

FLAGLER & GILCHRIST

Best Practices for ProLaw Custom Tabs


Learn how to develop your own ProLaw input screens by following the Five Steps toGood Custom Tab Design. In this popular session, you will be given the tools you needto determine what information you should track, how to design a user-friendlyinterface, and how to create custom tabs in ProLaw. As your requirements changeover time, learn how you can redesign custom tabs to meet your �rm’s changingbusiness needs and growing sophistication.

FLORIDIAN SALON G

Protect your Practice with ProLaw Docketing


Use ProLaw's powerful docketing functionality to notonly manage your deadlines but to also mitigate yourrisk.

FLORIDIAN SALON H

ProLaw from an Attorney’s Perspective

Presented by Terri Spitzig, Denenberg Tu�ey, PLLC andEvan Malinowski, Denenberg Tu�ey, PLLC

In this class you will learn practical tips and tricks inProLaw that attorneys use every day from an attorneyand legal administrator. They will share how to usenotes, event classes, and docket types to help manageyour cases, tricks on how to get to that informationmore easily and reliably, and how they have moved tobeing a “less paper” �rm. Don’t miss this rareopportunity to learn from your peers who make themost of ProLaw every day.

FLORIDIAN SALON I

PROLAW – BACK OFFICE


Managing Your AR Using ProLaw Front O�ce


See how collections can help with the �rm's accounts receivable. Find out how to usedocketing to track client communications and reminder dates for client payments.

FLORIDIAN SALON G

ProLaw Back O�ce Roundtable

Presented by Paul Allen, Rachel Fischbach-Saiz, and Gina Lague

Join us for a discussion on Back O�ce topics. ProLaw subject matter experts willanswer questions and facilitate information sharing.

FLAGLER & GILCHRIST

8:45 am – 9:45 am

10:15 am – 11:15 am

11:30 am – 12:30 pm

3:00 pm – 4:00 pm

4:15 pm – 5:15 pm


How to Use ProLaw to Handle Your Unique BillingArrangements

Presented by Gina Lague

Learn how to set up and report on the pro�tability ofnon-hourly billing arrangements such as periodicretainers, �at fee arrangements, and contingencybilling.

FLORIDIAN SALON G

ProLaw Analytics for Back O�ce

Presented by Kyle Johnson

Together, ProLaw and Microsoft Reporting Servicesallow you to run reports quickly and e�ciently. ExploreProLaw �nancial reports as well as reporting analyticsolutions available throughout ProLaw. Maximize thedynamic nature of Microsoft Reporting Services withinProLaw by using report history, report groupings andother report parameters. This report detail will helpyou analyze the overall well-being of your businessoperation. This session will also provide information onthe Advanced Report Bundle analytic tools available toadd into your ProLaw system.

FLORIDIAN SALON H

Discover the Di�erent Methods within ProLaw for E�ective Time Tracking

Presented by Julian Cortez

A comprehensive look at time entry. Investigate the numerous ways of training yourusers to accurately enter their time using Portal, Pro Filing, Mobile and Transactions aswell as ProLaw's Dashboard.

FLORIDIAN SALON H

ProLaw Prebill and Statements: Troubleshooting, Automating, and Emailing


Explore how to email statements instead of printing them, as well as automating billruns via the ProLaw Agent. Look at decentralizing basic edits and then havingaccounting do advanced edits. This class will also discuss common troubleshootingscenarios when bills will not print in ProLaw.

FLORIDIAN SALON I

Using ProLaw’s Settlement Feature

Presented by Randall Miles

This engaging session will review Settlementpreferences, basic settlements, multiple settlementsagainst the same matter and mass settlementfeatures. With settlements often having a settlementagreement letter, we will also show examples ofsettlement document types and custom settlementstatement formats.

FLORIDIAN SALON H

My Favorite ProLaw Back O�ce Features


Join ProLaw’s Product Manager Maurice Williams as hereviews his favorite Back O�ce features.

FLORIDIAN SALON I

Designing ProLaw Statement Formats


Learn how to add value to existing statement formats and how to build new formats.We will review statements that use tables rather than sub-reports yet provide sub-report alternatives using functions such as Lookup and LookupSet. We will also discusstable visibility properties, grouping, custom sort order, how to add an A/R summarytable, and more. Please note, the “ProLaw SSRS – Report Expressions" session is aprerequisite for this session.

FLORIDIAN SALON G

1:45 pm – 2:45 pm

3:15 pm – 4:15 pm

4:30 pm – 5:30 pm

8:45 am – 9:45 am

PROLAW – TECHNICAL


ProLaw Technical Roundtable

Presented by Scott Arnold, Bobby Fisher, and Austin Gabaldon

Join technical professionals in an information exchange regarding technical aspects ofProLaw. ProLaw experts will be available to answer questions and facilitate informationsharing.

FLAGLER & GILCHRIST

ProLaw's Groupware Integration for ExchangeOptions and Best Practices

Presented by Bobby Fisher

Requirements, best practices and limitations will bediscussed for the whole process from pre-planning totesting and maintenance. We will also review theAgent's interface, discussing various settings and theire�ect on the system.

FLORIDIAN SALON G

Continuity Planning for ProLaw - Part I: TechnicalReview

Presented by Brian Clay, Austin Gabaldon, and AndresRanieri

Your ProLaw instance is more complex than ever, andthe systems used to run ProLaw, and those thatintegrate with ProLaw, require administration. What doyou need to know about maintaining and servicingProLaw? What customizations are you using? Are youprepared for the worst case scenario? This two-partseries reviews day-to-day maintenance requirements,details related to upgrading ProLaw, and how toidentify customizations in your environment. Comereview the Information Technology and DatabaseAdministration aspects such as maintenance plans,backup and disaster recovery considerations, and howto �nd di�erent components of the ProLaw instance.

FLORIDIAN SALON I

Continuity Planning for ProLaw - Part II: Customizations Inventory and Concerns

Presented by Brian Clay, Austin Gabaldon, and Andres Ranieri

In part 2 of this series, we will review your customizations as part of continuityplanning, and take a thorough inventory. We will discuss database triggers, customdatabase imports, cost recovery mechanisms, custom statement formats, customreports, and custom compensation formulas. Additionally, we will also discuss rolesand responsibilities pertaining to these customizations.

FLORIDIAN SALON I


ProLaw Reports Troubleshooting and Maintenance

Presented by Austin Gabaldon

Back by popular demand! This class is designed toassist in common troubleshooting scenarios andreport maintenance using SSRS. Delve into reportloss, common error messages, and unintentionalblank pages on reports.

FLAGLER & GILCHRIST

Technical ProLaw .NET Upgrade Considerations

Presented by Scott Arnold

This session addresses the technical aspects ofstrategy and planning the upgrade to .NET from atechnical standpoint. Topics will include server, MSSQL,Exchange and other integrations as well as thechanges in processes for improved success.

FLORIDIAN SALON I

10:15 am – 11:15 am

11:30 am – 12:30 pm

1:30 pm – 2:30 pm

3:00 pm – 4:00 pm

ProLaw SSRS: Report Expressions


Take your report design to the next level by learninghow to write custom expressions in ProLaw .NET'sSSRS report builder.

FLAGLER & GILCHRIST

Optimize Your ProLaw Database Using Microsoft SQLManagement Studio


Learn how to use Management Studio to check “underthe hood” of your ProLaw database. Discuss databaseoptimization, analysis, tuning, and indexing, all with aneye on getting the most out of your ProLawexperience.

FLORIDIAN SALON G

ProLaw SSRS – Visual Basic for Reports


Take your expressions and customizations to the nextlevel in ProLaw.NET's SSRS report builder by utilizingpowerful Visual Basic functions.

FLAGLER & GILCHRIST

Cybersecurity: The Ultimate Collaboration

Presented by Tim Kelleher, CenturyLink

The tools and technology sector around cybersecurityand managed security services have becomeincreasingly crowded. The core question eachenterprise needs to consider around cybersecurityoperations is the extent to which collaboration is partof their threat detection posture. What sources of dataare available for analysis? What processes areoperationalized which help with data enrichment?What display layer tools are available for allstakeholders to give input around evidence, incidentsand response actions? In the same way thatcollaboration and big data are at the core of the cloudrevolution, cybersecurity in the cloud age needs to relyon those same methods to keep pace. Come hear anindustry leader describe how best practices at one ofthe world’s largest communications companiesembraces the spirit of collaboration in its securityoperations center.

FLORIDIAN SALON H

Best Practices: ProLaw Technical Planning Stategies

Presented by Scott Arnold

Changing over to new hardware? Now is the time to plan and prepare. Attend thissessions to learn some of the best practices for these changes.

FLORIDIAN SALON I

ProLaw Remote - Part I: Comparing ProLaw Mobile to ProLaw Portal from aTechnical Perspective


The �rst part of the Mobility and Portal class discusses the technical aspects of theinstallation and con�guration for best results. We will cover the system requirementsfor both server and end user (devices for Mobility vs. workstation/web browser forPortal), the installation of each piece and recommended con�guration optimizations toget the most out of each solution.

FLAGLER & GILCHRIST

May 10, 2017 versionSESSION SCHEDULE GRID

TUESDAY, JUNE 6, 2017

4:30 pm

|

5:30 pm

Insights & Outlooks

Peer Monitor Industry Trend Overview



9:15 am

|

10:30 am

Keynote

ProLaw Keynote

BONNET SALON XI + XII

11:00 am

|

12:00 pm

ProLaw – General

ProLaw Support Roundtable

FLAGLER & GILCHRIST

ProLaw – General

ProLaw SSRS: Report Edits 101

FLORIDIAN SALON I


ProLaw Docketing for Your HR Needs

FLORIDIAN SALON H


Managing Your AR Using ProLaw FrontOffice

FLORIDIAN SALON G

1:45 pm

|

2:45 pm

ProLaw – General

Using the ProLaw Dashboard

FLORIDIAN SALON G

ProLaw – General

ProLaw Product Management Q&A

FLORIDIAN SALON H


Successfully Moving from ProLawLegacy Pro Filing to .Net Pro...

FLORIDIAN SALON I


ProLaw Technical Roundtable

FLAGLER & GILCHRIST

3:15 pm

|

4:15 pm

ProLaw – General

ProLaw Support Troubleshooting

FLORIDIAN SALON H


ProLaw Front Office Roundtable

FLAGLER & GILCHRIST


ProLaw's Groupware Integration forExchange Options and Best...

FLORIDIAN SALON G


Continuity Planning for ProLaw Part I:Technical Review

FLORIDIAN SALON I

3:15 pm

|

4:45 pm

Insights & Outlooks

Cloud on the Horizon


eBillingHub

Building a Better eBillingHub: Why?When? How? TUTORIAL

FLORIDIAN SALON F

4:30 pm

|

5:30 pm

ProLaw – General

Understanding the Uniqueness ofProLaw Querying

FLORIDIAN SALON H


Best Practices for ProLaw ConflictsChecking

FLORIDIAN SALON G


ProLaw Back Office Roundtable

FLAGLER & GILCHRIST


Continuity Planning for ProLaw Part II:Customizations Inventory...

FLORIDIAN SALON I


8:45 am

|

9:45 am

Insights & Outlooks

Lean Legal: Evolution or Revolution?


eBillingHub

Working Together for a Better eBillingHubEcosystem

FLORIDIAN SALON F


How to Use ProLaw to Handle YourUnique Billing Arrangements

FLORIDIAN SALON G


ProLaw Analytics for Back Office

FLORIDIAN SALON H


ProLaw Reports Troubleshooting andMaintenance

FLAGLER & GILCHRIST


Technical ProLaw .NET UpgradeConsiderations

FLORIDIAN SALON I

10:15 am

|

11:15 am

Insights & Outlooks

The Intelligent Law Firm


ProLaw – General

ClientPay 2.0: Next Generation PaymentProcessing for Next...

FLORIDIAN SALON K


ProLaw Document Automation

FLORIDIAN SALON I


Discover the Different Methods withinProLaw for Effective Time...

FLORIDIAN SALON H


ProLaw SSRS: Report Expressions

FLAGLER & GILCHRIST


Optimize Your ProLaw Database UsingMicrosoft SQL Management Studio

FLORIDIAN SALON G

11:30 am

|

12:30 pm

Insights & Outlooks

The Lawyer’s Technology “Wish List”



Gain Efficiencies Using the ProLawEvents Module

FLORIDIAN SALON G


ProLaw Prebill and Statements:Troubleshooting, Automating, and...

FLORIDIAN SALON I


ProLaw SSRS – Visual Basic for Reports

FLAGLER & GILCHRIST


Cybersecurity: The UltimateCollaboration

FLORIDIAN SALON H

1:30 pm

|

2:30 pm

ProLaw – General

ProLaw Agent: More than Meets the Eye

FLORIDIAN SALON G

ProLaw – General

New Outlook View: Attorney's DirectAccess to ProLaw Data

FLORIDIAN SALON H

ProLaw – General

The Myths & Realities of Time Entry: ARoundtable Discussion

FLORIDIAN SALON K


ProLaw's Document Searching and FullText Indexing

FLAGLER & GILCHRIST


Best Practices: ProLaw TechnicalPlanning Stategies

FLORIDIAN SALON I

3:00 pm

|

4:00 pm

Insights & Outlooks

Cyber Security Arms Race



Best Practices for ProLaw Custom Tabs

FLORIDIAN SALON G


Using ProLaw’s Settlement Feature

FLORIDIAN SALON H


My Favorite ProLaw Back Office Features

FLORIDIAN SALON I


ProLaw Remote Part I: ComparingProLaw Mobile to ProLaw Portal...

FLAGLER & GILCHRIST

4:15 pm

|

5:15 pm

ProLaw – General

ProLaw Remote Part II: ComparingProLaw Mobile to ProLaw Portal...

FLAGLER & GILCHRIST


Protect your Practice with ProLawDocketing

FLORIDIAN SALON H


ProLaw from an Attorney’s Perspective

FLORIDIAN SALON I


Designing ProLaw Statement Formats

FLORIDIAN SALON G

© 2017 Thomson Reuters

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