prolaw summit june 20 – 21€¦ · · 2018-05-30our friends at bighand. alzheimer’s...

OLAP Vision specializes in financial and practice management solutions exclusively for law firms and professional services organizations. Xcelerate Budgeting & Forecasting delivers real-time business intelligence into your firm’s performance. OLAP Vision also offers Clarity and ProLaw services.

PROGRAM GUIDE SPONSORED BY

OLAP Vision

PROLAW SUMMIT | JUNE 20 – 21NEW YORK CITY

VANTAGE 2018PROLAW SUMMIT • JUNE 20 – 21 NEW YORK CITY

PROLAW KEYNOTEWednesday, June 20, 9:00 am – 10:30 am Astor Ballroom, 7th Floor

Join us to hear Thomson Reuters Elite Management discuss ProLaw’s momentum in the marketplace, its strategic direction as well as its future features and how these 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.

TABLE OF CONTENTSVANTAGE GALA ..........................2

VANTAGE Mobile App ................2

VANTAGE Passport .....................3

Conference Schedule Summary .....................................4

Hotel Map ...................................5

Conference Schedule ..................6

CPE Credits..................................7

Exhibitors/Sponsors................... 8

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.

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 GALA

Rock’in Gala at Rockefeller Center

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.

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.

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.

Thursday, June 21, 6:30 pm – 10:30 pm

Rockefeller Center

This event requires that you bring your name badge or specially purchased dinner ticket to the event.

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.

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

CONFERENCE SCHEDULE SUMMARY

CONFERENCE SUMMARY

Registration

Tuesday 12:30 pm – 5:30 pm

Wednesday 8:00 am – 5:00 pm

Thursday 8:00 am – 3:00 pm

ProLaw Keynote

Wednesday 9:00 am – 10:30 am

Guest Speaker Keynote

Wednesday 12:45 pm – 1:45 pm

Tutorials


4:00 pm – 6:00 pm

Sessions


2:00 pm – 3:00 pm

3:30 pm – 4:30 pm

4:45 pm – 5:45 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 Hall

Tuesday 10:00 am – 4:00 pm



Learning Zone




Thomson Reuters Elite Demo Suites



Be one of the first 100 to like our Facebook post to win the

100 Likes Challenge!

100 LIKES CHALLENGE

GO! for the WIN with VANOPOLY,

the new interactive conference game!

2018 NEW YORK CITY EDITIONVANOPOLY

Show us your best side with Tweet to Win,

the photo sharing contest!

#VANTAGENYC2018Tweet to Win

EVENTS

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

5

Conference Registration

Meals/VANTAGE Keynote/Guest Keynote

Tutorials/Sessions

Expo Hall/VANTAGE Expo Reception

Learning Zone

Elite Demo Suites

ProLaw Wednesday Breakfast/Keynote

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



Tutorials/Sessions


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


ASTOR BALLROOM

HARLEM

HERALD + SOHO

DUFFY


HUDSON + EMPIRE

MARQUIS A

MARQUIS B + C

BARRYMORE

CANTOR

JOLSON



Tutorials/Sessions


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


ASTOR BALLROOM

HARLEM

HERALD + SOHO

DUFFY


HUDSON + EMPIRE

MARQUIS A

MARQUIS B + C

BARRYMORE

CANTOR

JOLSON

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:


Wednesday 10:30 am – 5:00 pm (Closed during lunch)


6

CONFERENCE SCHEDULE

TUESDAY, JUNE 19, 201812:30 pm – 5:30 pm Registration

1:00 pm – 2:00 pm

PROLAW

Simple and Easy Receivables

HARLEM (7th FL)

1:45 pm – 3:45 pm

PROLAW TUTORIAL

ProLaw Reports Workshop – Beginning to Intermediate

Report Writing

O’NEILL (4th FL)

ProLaw Reports Workshop – Modifying Statement Formats

ZIEGFELD (4th FL)

Back Office Round Table

ODETS (4th FL)

Technical Round Table

WILDER (4th FL)

4:00 pm – 6:00 pm

PROLAW TUTORIAL

ProLaw Reports Workshop – Beginning to Intermediate

Report Writing

O’NEILL (4th FL)

ProLaw Reports Workshop – Advanced Report Writing

ZIEGFELD (4th FL)

Front Office Round Table

ODETS (4th FL)

Support Round Table

WILDER (4th FL)

6:00 pm – 8:00 pm VANTAGE Expo Reception Sponsored by BigHand WESTSIDE BALLROOM (5th FL)

WEDNESDAY, JUNE 20, 20188:00 am – 5:00 pm Registration

8:00 am – 8:45 am Breakfast ASTOR BALLROOM (7th FL)

9:00 am – 10:30 am ProLaw Keynote ASTOR BALLROOM (7th FL)

10:30 am – 11:00 am Expo Hall Break Sponsored by Uptime Legal Systems

11:00 am – 12:00 pm

PROLAW

What’s New in ProLaw 2017.2/2018.1

O’NEILL (4th FL)

Using the ProLaw Dashboard to Better Utilize Your Workflow

ZIEGFELD (4th FL)

Custom v11 Reports: What to Consider When Updating to .NET

ODETS (4th FL)

PROLAW

Understanding ProLaw Supported Technologies and System Requirements

WILDER (4th FL)

International Payments and Check Elimination – Continuous Innovation of the Payment Process!

HARLEM (7th 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

PROLAW

ProLaw’s Paperless Proforma (Pre-bill Editing)

O’NEILL (4th FL)

The ABCs of Document Assembly

ZIEGFELD (4th FL)

Best Practices for Successfully Updating Your ProLaw .NET Version

ODETS (4th FL)

PROLAW

ProLaw Reports – Beginning to Intermediate Report Writing

WILDER (4th FL)

How the Cloud Can Simplify Your Administration, Security and Spending

BARRYMORE (9th FL)

3:00 pm – 3:30 pm Expo Hall Break

3:30 pm – 4:30 pm

PROLAW

Implementing the ProLaw Suite

O’NEILL (4th FL)

Can ProLaw’s Compensation Formulas Save You Time?

ZIEGFELD (4th FL)

ProLaw: Events Off the Dashboard

ODETS (4th FL)

ProLaw: 3rd Party Integration Overview

WILDER (4th FL)

3:30 pm – 5:00 pm

PROLAW TUTORIAL

Cloud Technology and How Elite Is Leveraging It

EMPIRE & HUDSON (7th FL)

4:45 pm – 5:45 pm

PROLAW

Xcelerate Financial Reporting and Budgeting & Forecasting for Prolaw

O’NEILL (4th FL)

Best Practices for ProLaw’s Custom Tabs

ZIEGFELD (4th FL)

ProLaw’s Best Practices for Accounts Payable – Writing Checks

ODETS (4th FL)

Understanding ProLaw’s Full Text Indexing

WILDER (4th FL)


7

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

PROLAW

Questions and Answers With ProLaw Product Management

O’NEILL (4th FL)

Fun with ProLaw Bank Reconciliation

ZIEGFELD (4th FL)

Could Your Organization Benefit from a ProLaw Business Process Review?

LIBERTY (8th FL)

PROLAW

ProLaw SSRS Report and Desktop Troubleshooting and Maintenance

ALVIN & CARNEGIE (5th FL)

eBillingHub – What’s New and Product Roadmap

MARQUIS A (9th FL)

9:00 am – 9:30 am Expo Hall Break

9:30 am – 10:30 am

PROLAW

My Favorite ProLaw Features – Back Office

O’NEILL (4th FL)

ProLaw SSRS – Creating E-bills in SSRS

ZIEGFELD (4th FL)

PROLAW

Understanding ProLaw’s Queries

LIBERTY (8th FL)

ProLaw Remote Access – Technical Discussion


One Hub to Manage All of Your e-Billing Needs (Yes, Really)

ASTOR BALLROOM (7th FL)

10:45 am – 11:45 am

VANTAGE SHOWCASE/PROLAW PROLAW

Elite Unplugged!

ASTOR BALLROOM (7th FL)

My Favorite ProLaw Features – Front Office

O’NEILL (4th FL)

ProLaw Reports – Modifying Statement Formats

ZIEGFELD (4th FL)

Setting Up Pleading Indexes in ProLaw

LIBERTY (8th FL)

PROLAW

ProLaw Remote Access – End User Functionality


It’s Your Knowledge Base 24/7

DUFFY (7th FL)

eBillingHub User Group

COLUMBIA (7th FL)

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

12:30 pm – 1:30 pm VANTAGE Expo Closing WESTSIDE BALLROOM (5th FL)

1:45 pm – 2:45 pm

PROLAW

Your Organization’s ProLaw Training: How to Engage Your Organization

O’NEILL (4th FL)

Reviewing ProLaw Preferences – Back Office

ZIEGFELD (4th FL)

ProLaw Reports – Advanced Report Writing

LIBERTY (8th FL)

Supporting Remote ProLaw Users


3:00 pm – 4:00 pm

PROLAW

ProLaw’s Enhanced Technical Project Discussion

O’NEILL (4th FL)

Reviewing ProLaw Preferences – Front Office

ZIEGFELD (4th FL)

How to Make Time Tracking Efficient in ProLaw


ProLaw Anywhere, From Any Device

LIVERTY (8th FL)

6:30 pm – 10:30 pm Rock’in Gala at Rockefeller Center

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]

indicates client-led sessions

8

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

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

Datolite Solutions 2

Decision Pace 27

DocsCorp 25

Element55 29

Global Exchange Payment Solutions 12

Global Software, Inc. 34

Helm360 32

Intapp 24

EXHIBITOR BOOTH

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


9

Advanced Legalwww.advancedlegal.com

Afinety, Inc.afinety.com/prolawGold Sponsor

Chrome River Technologieswww.chromeriver.com

ClientPayinfo.clientpay.comPlatinum Sponsor

Cosine Solutionswww.cosine.co.nzPlatinum Sponsor

Decision Pacewww.decisionpace.com

DocsCorpdocscorp.com/en/integration/ prolaw/overview

Global Software, Inc.www.globalsoftwareinc.com

Helm360www.helm360.com

Intappwww.intapp.com

MiniSoft, Inc.www.minisoftinc.com

OLAP Visionwww.olapvision.comPlatinum Sponsor

Logo - Knockout Inverted

Logo - Knockout

Logo - Full Colour

Peer Monitorlegalsolutions.thomsonreuters.com/ law-products/solutions/peer-monitorBronze Sponsor

ProCirrus Technologieswww.procirrus.comGold Sponsor

Select* Associates, Inc.www.selectsa.comBronze Sponsor

Uptime Legal Systemswww.uptimesystems.netBronze Sponsor

Western Union Business Solutionsbusiness.westernunion.com

Worldoxwww.worldox.com

Thomson Reuters Elite Headquarters800 Corporate Pointe Suite 150 Culver City, CA 90230

elite.com

© 2018 Thomson Reuters Elite. All rights reserved. Proprietary and confidential information of Thomson Reuters Elite. Disclosure, use, or reproduction without the written authorization of Thomson Reuters Elite is prohibited.

The Thomson Reuters Elite product names used throughout are registered trademarks and belong to Thomson Reuters Elite. All other trademarks and registered trademarks are the property of their respective owners.

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Thank you for attending ProLaw Summit at VANTAGE 2018 New York City

We hope you will join us next year!

VANTAGE 2019June 17 - 20Marriott Marquis San Diego San Diego, CA

prolaw summit june 20 – 21€¦ · · 2018-05-30our friends at bighand. alzheimer’s...

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