We’re planning an action-packed conference that will include informative sessions, thought provoking ideas, conversations with colleagues, plans from ADERANT executives and fun special events.
AGENDA AT A GLANCE
Thursday, Sep 4- Day One |
8.30am – 9.30am |
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Registration |
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Harbourwatch Room |
9.30am – 10.15am |
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APA Momentum 2008 Launch |
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Harbourwatch Room |
10.15am – 10.30am |
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Coffee Break & Exhibitor Hall |
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Harbourwatch Room |
10.30am – 12.30pm |
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Concurrent Sessions |
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Refer to Schedule |
12.30pm – 1.30pm |
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Lunch & Exhibitor Hall |
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Harbourwatch Room |
1.30pm – 3.20pm |
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Concurrent Sessions |
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Refer to Schedule |
3.20pm – 3.40pm |
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Coffee Break & Exhibitor Hall |
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Harbourwatch Room |
3.40pm – 4.30pm |
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Concurrent Sessions |
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Refer to Schedule |
5.00pm – 6.00pm |
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Sponsors & Exhibitor Hall |
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Bridge Room |
6.00pm – 7.00pm |
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Drinks and Canapes |
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Bridge Room |
7.00pm |
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Gala Dinner and Awards* |
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Harbourwatch Room |
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Friday, Sept 5- Day Two |
9.00am – 10.00am |
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Concurrent Sessions |
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Refer to Schedule |
10.00am – 10.30am |
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Coffee Break & Exhibitor Hall |
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Harbourwatch Room |
10.30am – 12.30pm |
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Concurrent Sessions |
|
Refer to Schedule |
12.30pm – 1.30pm |
|
Lunch & Exhibitor Hall |
|
Harbourwatch Room |
1.30pm – 2.30pm |
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Concurrent Sessions |
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Refer to Schedule |
2.30pm – 3.00pm |
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Closing Remarks & Thank You |
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Harbourwatch Room |
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Momentum Rocks Gala Dinner will start promptly at 7pm in the Harbourwatch Room. Please join us for drinks and canapés in the Bridge Room from 6pm. Thank you!
*Bring your partner to the Gala Dinner and Awards. $150.00 per ticket. To book email linda.bretherton@aderant.com or telephone Linda on 612 8507 1606.
Your conference badge is your entry pass into all of the events listed above.
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MOMENTUM 2008 SESSIONS
Momentum 2008 sessions will cover a wide variety of topics.
STRATEGIC
P01 - ADERANT Expert Product Strategy and Development Plans
Gain a better understanding of the strategy driving ADERANT Expert and learn about ADERANT's current and future development plans for its integrated business management application suite. This session will review ADERANT’s ongoing development activities; introduce planned deliverables, including Expert Analytics Foundation and the workflow 'Golden Gate' Release; and, discuss future development activities, including Titan, the next-generation release of ADERANT Expert.
P07 - Expert Analytics Foundation: Using Business Intelligence to Improve Firm Profitability
This session introduces users to the latest version ADERANT's business intelligence tool: Expert Analytics Foundation. Expert Analytics Foundation is a comprehensive data warehouse and single OLAP cube that provides firms with a comprehensive view of their operations as well as a robust infrastructure for reporting, analysis, and business intelligence. Attendees will be introduced to Expert Analytics Foundation's key capabilities and see how it can be used to deliver financial metrics through Microsoft Excel, OLAP viewers, and Microsoft SharePoint.
P10 - Empowering Fee Earners and Managing Matters with Expert Matter Center
Looking for ways to enhance productivity and collaboration? Need better methods to manage all matter-related documents, tasks, and emails? This session will show how Expert Matter Center provides Partners and front office staff a tool for servicing their book of business. Attendees will see how firms are managing matters, document templates, tasks and activities, and even emails with Expert Matter Center. The session will also show how this functionality has been seamlessly embedded in the Microsoft Office applications used by lawyers every day.
P13 - CEO / CIO & CFO Roundtable - Current Challenges
The session will be a an open forum involving some of the Legal industries leading CIO’s & CFO’s and ADERANT SME’s as they discuss a number of the key technology and business challenges confronting today’s law firms including: Operational Challenges; Systems Integration Issues; Responding to increasing fee pressure and reporting requirements from clients; Firm expectation of Software vendors; and Managing firm growth along with market uncertainty.
P19 - CEO / CIO & CFO Roundtable – Future Strategies
The session will be a an open forum involving some of the Legal industries leading CIO’s & CFO’s and ADERANT SME’s as they discuss a number of the key technology and business challenges confronting today’s law firms including: Data in the Cloud; Server Virtualization Strategy; Microsoft increasing footprint; and Software & Services.
P24 - Timeframe Swerdlove: Managing Cash in Professional Services
The management of cash has become a core business success factor for professional service firms. This session reviews improved purchasing and payment options, including TimeFrame Swerdlove OpenPurchase and Open EFT, and faster presentation of bills and e-billing using TimeFrame Swerdlove BillFiler.
FINANCIAL
P02 - Unravelling the Mystery of the General Ledger Map
This session will help attendees gain a better understanding of the 'mystery' of your ADERANT Expert General Ledger Map. Just where do the debits and credits come from? Having a solid understanding of your firm’s GL Map is critical to understanding your firm’s financial results. Topics covered will include what should be mapped; how to map a transaction; the role of the Chart of Accounts and its settings; where exceptions can be made to your map; how to research transactions; and, how to make General Ledger Mapping changes in your environment.
P05 - ADERANT Expert Features You Aren’t Using (But Should!)
Want to learn about some exciting features of ADERANT Expert that have been around for awhile but that you haven’t tried (or even knew existed)? This session will show attendees the favourite applications, features and tricks of ADERANT professionals that can help you save time.
P08 - Introduction to Workflow: Expert File Opening
Learn about Expert File Opening, ADERANT's first application to leverage the capabilities of Microsoft .NET Framework 3.0's powerful Windows Workflow Foundation programming model, workflow engine, and tools. Available in ADERANT Expert 'Golden Gate' Release, Expert File Opening will provide law firms with industry-standard embedded workflow functionality to streamline and automate their file opening process.
P11 - Fee Rates and Beyond
Is the Fee Rate Hierarchy a still mystery to you? Have you ever had problems with time not reflecting the new rates? In this session attendees will: learn how to review the Fee Rate Hierarch; resolve rate issues; and, review the Fee Rate Loader utility. The session will also cover how to setup and utilise the Overtime Fee, Fees as Disbursement; Variable Fee Rate Levels, and Rate Cap features.
P14 - Expert Portal: The Launching Point for ADERANT Business Processes
Want to create a single launch point for all your firm's critical business processes? This session will show how Expert Portal can be used to make critical firm business processes accessible through a unified Microsoft SharePoint interface. Attendees will see working examples of how various business tasks can be launched through Expert Portal, including inquiries, time entry, email, expense submission, WIP review and approval, on demand report generation, client review, and more.
P17 - ADERANT Expert Reporting Strategy: Getting the Right Information, In the Right Format, At the Right Time
This session will show attendees how Expert Inquires, Expert Report Center, Expert Analytics Foundation, and Expert Portal, Powered by Handshake can be combined to provide law firms with a seamless Microsoft technology-based information access strategy. This session will also show how additional content from Google and news feeds can be combined with ADERANT's reporting and business intelligence solutions.
P20 - Client-Led Session: Clayton Utz and Expert Budgeting
Hear from major firm Clayton Utz about their firsthand experience with Expert Budgeting. This informative client-led session will cover Clayton Utz’s implementation of Expert Budgeting and highlight the benefits they have received to-date. Additionally, attendees will learn how the firm has built additional budget management reports using Microsoft SQL Server Reporting Services.
P22 - ADERANT Expert 7.5 - The Billing Rules Engine
Includes extensive new capabilities to help firms manage and control their billing and e-billing activities. This session will explain ADERANT Expert’s new functionality as well as show attendees how to set up a client and matter; data map firm codes to a client code scheme; and set up and execute validation rules to ensure compliance with engagement terms; and, more.
P25 - The Future is Now! The Exciting World of ADERANT Expert Release 7.5 and Golden Gate
Not yet on the most current version of ADERANT Expert? Come learn about the exciting new features introduced in Release 7.5 and Golden Gate. This session will cover the objectives of each release; demonstrate the new functionality and capabilities; and provide attendees with valuable tips for the upgrade process. |
TECHNICAL
P03 - ADERANT Expert Security: Keeping Your Data Safe
How secure is you firm’s data? Find out how to leverage ADERANT Expert’s security tools to secure your firm’s applications and data. Attendees will learn how to use client/server application security to assign access to ADERANT Expert applications and functions within those applications; how to use client/server row level security to restrict access to sensitive data when necessary; and, how to use browser security features for browser activities.
P06 - Getting the Most Out of Expert Framework
The upcoming "Golden Gate" and Titan releases of ADERANT Expert will leverage powerful new Microsoft .NET Framework 3.0 technologies, such as Windows Workflow Foundation and Windows Communication Foundation. This session will show attendees how to get the most out of ADERANT Expert’s technology architecture, including what hardware and software is required as well as how to put it all together.
P09 - Building Workflows in ADERANT Expert (1): Processes and Activities
This is the first of two sessions dedicated to helping firms better understand and use ADERANT Expert's Microsoft Windows Workflow Foundation-based embedded workflow capabilities. Attendees will learn how a workflow process is defined with managed business data and how ADERANT Expert's library of pre-built workflow functions can be leveraged in customising existing or creating new workflows.
P12 - Building Workflows in ADERANT Expert (2): User Management and Forms
This is the second of two sessions dedicated to helping firms better understand and use ADERANT Expert's Microsoft Windows Workflow Foundation-based embedded workflow capabilities. Attendees will learn how to manage the allocation of users and teams to workflow tasks as well as how to quickly and easily build workflow task screens.
P15 - Strategies to Successfully Upgrade to ADERANT Expert Release 7.5
Where is your firm in the process of upgrading to ADERANT Expert Release 7.5? Join a team of ADERANT migration experts to find out what to expect during the migration process and learn how to make your upgrade successful. This session provides attendees with technical recommendations, shows the impact migration will have on customisations, and provides tips for managing the testing and training aspects of upgrading.
P18 - ADERANT Expert Deployment: Streamlining IT Costs and Processes
This session will show how ADERANT is leveraging Microsoft’s Windows Presentation Foundation and Windows Communication Foundation to help streamline deployment costs and processes. Attendees will learn how these Microsoft .NET Framework 3.0 technologies influence ADERANT Expert deployment and customisations approaches.
P21 - DocuDraft Basics
Is DocuDraft a foreign language to you? If you want to understand how to read and customise a billing template, then this is the session for you. This session will review the components of a DocuDraft template and show how billing templates are constructed to produce the polished bills you send to your clients. This session will focus on helping attendees understand the DocuDraft language and how to use the toolkit to create header and matter summary sections in a bill format.
P23 - Customising Expert Analytics Foundation with Domain Specific Language
This session will introduce attendees to the power and intuitive customisation model for the new Expert Analytics Foundation: Domain Specific Language, or DSL. Attendees will learn how they can easily build custom fields and tables in ADERANT Expert’s data warehouse and OLAP cube without requiring a developer.
P26 - Using Rules to Enforce Billing Terms Compliance
This session will show attendees how they can enforce compliance of a matter’s billing engagement terms with the new billing rules feature introduced in ADERANT Expert Release 7.5. This session will cover all key aspects of the new billing rule functionality, including creating (form design and logic scripting), assigning, and executing billing rules. Examples of billing rules will also be presented. |
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| DETAILED AGENDA |
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Day 1 - Thursday 4 September |
| 9:30m - 10:15am |
Momentum Launch
Location: Harbourwatch Room |
| 10:15am - 10:30am |
Morning Tea Break & Exhibitors Hall
Location: Harbourwatch Room |
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STRATEGIC SESSIONS |
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TECHNOLOGY SESSIONS |
| 10:30am - 11:20am |
P08 - Introduction to Workflow: Expert File Opening
Learn about Expert File Opening, ADERANT's first application to leverage the capabilities of Microsoft .NET Framework 3.0's powerful Windows Workflow Foundation programming model, workflow engine, and tools. Available in ADERANT Expert 'Golden Gate' Release, Expert File Opening will provide law firms with industry-standard embedded workflow functionality to streamline and automate their file opening process.
Location: Harbourwatch Room
Presenter: William Davis |
P02 - Unravelling the Mystery of the General Ledger Map
This session will help attendees gain a better understanding of the 'mystery' of your ADERANT Expert General Ledger Map. Just where do the debits and credits come from? Having a solid understanding of your firm’s GL Map is critical to understanding your firm’s financial results. Topics covered will include what should be mapped; how to map a transaction; the role of the Chart of Accounts and its settings; where exceptions can be made to your map; how to research transactions; and, how to make General Ledger Mapping changes in your environment.
Location: Dawes Point 3
Presenter: Rohan King |
P03 - ADERANT Expert Security: Keeping Your Data Safe
How secure is you firm’s data? Find out how to leverage ADERANT Expert’s security tools to secure your firm’s applications and data. Attendees will learn how to use client/server application security to assign access to ADERANT Expert applications and functions within those applications; how to use client/server row level security to restrict access to sensitive data when necessary; and, how to use browser security features for browser activities.
Location: Bridge Room
Presenter: Robert Madeleine |
| 11:30am - 12:30pm |
P07 - Expert Analytics Foundation: Using Business Intelligence to Improve Firm Profitability
This session covers the latest version of ADERANT's business intelligence tool: Expert Analytics Foundation. Expert Analytics Foundation is a comprehensive data warehouse and single OLAP cube that provides firms with a comprehensive view of their operations as well as a robust infrastructure for reporting, analysis, and business intelligence. Attendees will be introduced to Expert Analytics Foundation's key capabilities and see how it can be used to deliver financial metrics through Microsoft Excel, OLAP viewers, and Microsoft SharePoint.
Location: Harbourwatch Room
Presenter: Dave Maher |
FINANCE USERS – we recommend attending the Expert Analytics Foundations presentation in the Harbourwatch Room. |
P06 - Getting the Most Out of Expert Framework
The upcoming "Golden Gate" and Titan releases of ADERANT Expert will leverage powerful new Microsoft .NET Framework 3.0 technologies, such as Windows Workflow Foundation and Windows Communication Foundation. This session will show attendees how to get the most out of ADERANT Expert’s technology architecture, including what hardware and software is required as well as how to put it all together.
Location: Bridge Room
Presenter: Graeme Cooper |
| 12:30pm - 1:30pm |
Lunch & Exhibitors Halls
Location: Harbourwatch Room |
| 1:30pm - 2:20pm |
P01 - ADERANT Expert Product Strategy and Development Plans
Gain a better understanding of the strategy driving ADERANT Expert and learn about ADERANT's current and future development plans for its integrated business management application suite. This session will review ADERANT’s ongoing development activities; introduce planned deliverables, including Expert Analytics Foundation and the workflow 'Golden Gate' Release; and, discuss future development activities, including Titan, the next-generation release of ADERANT Expert.
Location: Harbourwatch Room
Presenter: Mike Barry |
P05 - ADERANT Expert Features You Aren’t Using (But Should!)
Want to learn about some exciting features of ADERANT Expert that have been around for awhile but that you haven’t tried (or even knew existed)? This session will show attendees the favorite applications, features and tricks of ADERANT professionals that can help you save time.
Location: Dawes Point 3
Presenter: Joanne Millard |
P23 - Customising Expert Analytics Foundation with Domain Specific Language
This session will introduce attendees to the power and intuitive customisation model for the new Expert Analytics Foundation: Domain Specific Language, or DSL. Attendees will learn how they can easily build custom fields and tables in ADERANT Expert’s data warehouse and OLAP cube without requiring a developer. Location: Bridge Room
Presenter: Dave Maher |
| 2:30pm - 3:20pm |
P10 - Empowering Fee Earners and Managing Matters with Expert Matter Center
Looking for ways to enhance productivity and collaboration? Need better methods to manage all matter-related documents, tasks, and emails? This session will show how Expert Matter Center provides Partners and front office staff a tool for servicing their portfolio of business. Attendees will see how firms are managing matters, document templates, tasks and activities, and even emails with Expert Matter Center. The session will also show how this functionality has been seamlessly embedded in the Microsoft Office applications used by lawyers every day.
Location: Harbourwatch Room
Presenter: Monica Le-Nguyen |
P11 - Fee Rates and Beyond
Is the Fee Rate Hierarchy a still mystery to you? Have you ever had problems with time not reflecting the new rates? In this session attendees will: learn how to review the Fee Rate Hierarch; resolve rate issues; and, review the Fee Rate Loader utility. The session will also cover how to setup and utilize the Overtime Fee, Fees as Disbursement; Variable Fee Rate Levels, and Rate Cap features.
Location: Dawes Point 3
Presenter: Joanne Millard |
P26 - Using Rules to Enforce Billing Terms Compliance
This session will show attendees how they can enforce compliance of a matter’s billing engagement terms with the new billing rules feature introduced in ADERANT Expert Release 7.5. This session will cover all key aspects of the new billing rule functionality, including creating (form design and logic scripting), assigning, and executing billing rules. Examples of billing rules will also be presented. Location: Bridge Room
Presenter: Consultant |
| 3:20pm - 3:40pm |
Afternoon Tea Break & Exhibitors Hall
Location: Harbourwatch Room |
| 3:40pm - 4:30pm |
P13 - CEO / CIO & CFO Roundtable - Current Challenges
The session will be a an open forum involving some of the Legal industries leading CIO’s & CFO’s and ADERANT SME’s as they discuss a number of the key technology and business challenges confronting today’s law firms including: Operational Challenges; Systems Integration Issues; Responding to increasing fee pressure and reporting requirements from clients; Firm expectation of Software vendors; and Managing firm growth along with market uncertainty
Location: Hickson Room
Chairs: Mike Barry, Graeme Cooper, William Davis |
P14 - Expert Portal: The Launching Point for ADERANT Business Processes
Want to create a single launch point for all your firm's critical business processes? This session will show how Expert Portal can be used to make critical firm business processes accessible through a unified Microsoft SharePoint interface. Attendees will see working examples of how various business tasks can be launched through Expert Portal, including inquiries, time entry, email, expense submission, WIP review and approval, on demand report generation, client review, and more.
Location: Dawes Point 3
Presenters: Bo Shelfer, Monica Le-Nguyen |
P15 - Strategies to Successfully Upgrade to ADERANT Expert Release 7.5
Where is your firm in the process of upgrading to ADERANT Expert Release 7.5? Join a team of ADERANT migration experts to find out what to expect during the migration process and learn how to make your upgrade successful. This session provides attendees with technical recommendations, shows the impact migration will have on customisations, and provides tips for managing the testing and training aspects of upgrading.
Location: Bridge Room
Presenter: Darren Roberts & Robert Madeleine |
| 5:00pm - 6:00pm |
Exhibitors Hall
Location: Bridge Room |
| 6:00pm - 7:00pm |
Pre-dinner drinks & canapes
Location: Bridge Room |
| 7:00pm - 10:00pm |
Gala Dinner & Awards
Location: Harbourwatch Room |
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Day 2 - Friday 5 September |
| 9:00am - 10:00am |
P16 - Docudraft Add-On (OpenDraft)
Find out how to make CMS Bills accessible for formatting and updating directly in MS Word. This easy to use and easy to deploy add-on provides a controlled environment for formatting and editing CMS Bills directly in Word. Come see this entire process and more exciting abilities of this product. Full live demo and internal demonstration from the Docudraft Template changes to the end user editing abilities. Trial version will be on offer and a special introductory price for the first 10 customers those who purchase this product. Location: Dawes Point 3 Presenter: David Bottom |
P17 - ADERANT Expert Reporting Strategy: Getting the Right Information, In the Right Format, At the Right Time
This session will show attendees how Expert Inquires, Expert Report Center, Expert Analytics Foundation, and Expert Portal, Powered by Handshake can be combined to provide law firms with a seamless Microsoft technology-based information access strategy. This session will also show how additional content from Google and news feeds can be combined with ADERANT's reporting and business intelligence solutions.
Location: Harbourwatch Room
Presenters: Dave Maher, Bo Shelfer |
P18 - ADERANT Expert Deployment: Streamlining IT Costs and Processes
This session will show how ADERANT is leveraging Microsoft’s Windows Presentation Foundation and Windows Communication Foundation to help streamline deployment costs and processes. Attendees will learn how these Microsoft .NET Framework 3.0 technologies influence ADERANT Expert deployment and customisations approaches.
Location: Bridge Room
Presenter: William Davis |
| 10:00am - 10:30am |
Morning Tea Break & Exhibitors Hall
Location: Harbourwatch Room |
| 10:30am - 11:20am |
P19 - CEO / CIO & CFO Roundtable - Future Strategies
The session will be a an open forum involving some of the Legal industries leading CIO’s & CFO’s and ADERANT SME’s as they discuss a number of the key technology and business challenges confronting today’s law firms including: Data in the Cloud; Server Virtualization Strategy; Microsoft increasing footprint; and
Software & Services
Location: Hickson Room
Chairs: Mike Barry, Graeme Cooper, William Davis |
P20 - Client-Led Session: Clayton Utz and Expert Budgeting
Hear from major firm Clayton Utz about their firsthand experience with Expert Budgeting. This informative client-led session will cover Clayton Utz’s implementation of Expert Budgeting and highlight the benefits they have received to-date. Additionally, attendees will learn how the firm has built additional budget management reports using Microsoft SQL Server Reporting Services.
Location: Harbourwatch Room
Presenter: Neil Shoebridge, Clayton Utz |
P21 - DocuDraft Basics
Is DocuDraft a foreign language to you? If you want to understand how to read and customise a billing template, then this is the session for you. This session will review the components of a DocuDraft template and show how billing templates are constructed to produce the polished bills you send to your clients. This session will focus on helping attendees understand the DocuDraft language and how to use the toolkit to create header and matter summary sections in a bill format.
Location: Bridge Room
Presenter: Rohan King
|
| 11:30am - 12:30pm |
11:30am - 12:00pm
P27 - Minisoft
Location: Dawes Point 3
Presenter: Pamela Shaw
12:00pm - 12:30pm
BSI People
Profiling People: Getting the most from your clients and your staff
In this Scott Henderson will discuss how ‘people reading’ can help you get the best results.
Location: Dawes Point 3
Presenter: Scott Henderson |
P22 - ADERANT Expert 7.5 - The Billing Rules Engine includes extensive new capabilities to help firms manage and control their billing and e-billing activities. This session will explain ADERANT Expert’s new functionality as well as show attendees how to set up a client and matter; data map firm codes to a client code scheme; and set up and execute validation rules to ensure compliance with engagement terms; and, more.
Location: Harbourwatch Room
Presenter: Consultant & Monica Le-Nguyen |
P09 - Building Workflows in ADERANT Expert (1): Processes and Activities
This is the first of two sessions dedicated to helping firms better understand and use ADERANT Expert's Microsoft Windows Workflow Foundation-based embedded workflow capabilities. Attendees will learn how a workflow process is defined with managed business data and how ADERANT Expert's library of pre-built workflow functions can be leveraged in customising existing or creating new workflows.
Location: Bridge Room
Presenter: William Davis |
|
| 12:30pm -1:30pm |
Lunch & Exhibitors Hall
Location: Harbourwatch Room |
| 1:30pm - 2:30pm |
P24 - Timeframe Swerdlove: Managing Cash in Professional Services
The management of cash has become a core business success factor for professional service firms. This session reviews improved purchasing and payment options, including TimeFrame Swerdlove OpenPurchase and Open EFT, and faster presentation of bills and e-billing using TimeFrame Swerdlove BillFiler.
Location: Dawes Point 3
Presenter: Ian McCaskill
Location: Dawes Point 3
Presenter: Ian McCaskill |
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P25 - The Future is Now! The Exciting World of ADERANT Expert Release 7.5
Not yet on the most current version of ADERANT Expert? Come learn about the exciting new features introduced in Release 7.5 and Golden Gate. This session will cover the objectives of each release; demonstrate the new functionality and capabilities; and provide attendees with valuable tips for the the upgrade process.
Location: Harbourwatch Room
Presenter: Bo Shelfer |
P12 - Building Workflows in ADERANT Expert (2): User Management and Forms
This is the second of two sessions dedicated to helping firms better understand and use ADERANT Expert's Microsoft Windows Workflow Foundation-based embedded workflow capabilities. Attendees will learn how to manage the allocation of users and teams to workflow tasks as well as how to quickly and easily build workflow task screens.
Location: Bridge Room
Presenter: William Davis
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| 2:30pm -3:00pm |
Close
Location: Harbourwatch Room |
For more information about APA Momentum 2008 including sponsorship opportunities, please contact Linda Bretherton at linda.bretherton@aderant.com.
*Session agenda, topics & descriptions are subject to change. |