There's something for everyone at Momentum. From new users to seasoned pros and from IT gurus to financial wizards, ADERANT's Momentum 2008 offers everyone a wealth of information delivered by experts. Don’t miss the ever-popular Tips and Tricks sessions to get the most from your ADERANT system or the many case studies and roundtables where you can learn from your peers.
MOMENTUM 2008 SESSIONS
Momentum 2008 sessions will cover a wide variety of topics. Please check this section frequently as more details about Momentum session topics will be added in the coming weeks.
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 Hot picks
- Microsoft
- S028 - Application Virtualization (Microsoft Desktop Optimization Pack)
Microsoft Desktop Optimization Pack for Software Assurance is a dynamic desktop solution available to Software Assurance customers, which reduces application deployment costs, enables delivery of applications as services and allows for better management and control of enterprise desktop environments. It helps reduce the TCO of the entire Windows desktop lifecycle by accelerating OS and application management, and enhancing IT responsiveness and end-user uptime. This session will introduce you to the five - and soon to be SIX - components of MDOP with a strong technical focus on SoftGrid Application Virtualization.
When: TBD
Presenter(s): D. Trupkin (Microsoft)
- S065 - SQL Server 2008 (Katmai) - SQL Server Moves Forward, Again!
SQL Server is the backbone of thousands of organizations database requirements. With scalability that grows from single user to the largest enterprise, SQL server is a stable DBMS platform that is relied on for mission critical applications. Microsoft SQL Server 2008 is no exception to the continued advancement of performance and capbility tied to data management. Microsoft SQL Server 2008 also introduces the ADO.NET Entity Framework that closely associates with ADERANT's new DSL (domain specific language) customization capabilities.
When: TBD
Presenter(s): W. Schoen (Microsoft)
- S066 - SharePoint Server 2007 for Accelerated Service Delivery Management
Microsoft software including Microsoft Office SharePoint Server 2007, Office Project Server 2007, and Windows Rights Management Server provide lawyers with content management, team productivity, and risk control solutions to help them collaborate effectively and deliver high quality client service with greater efficiency, speed and control. Join us for a demonstration on how Microsoft technologies can improve the quality and speed of work at your firm.
When: TBD
Presenter(s): B. Daniels (Microsoft)
- S070 - Office 2007 - A Review of Key Features for Law Firms
Microsoft Office 2007 is a big departure from previous versions - there is a new user interface, file formats, and a host of tools that will help lawyers and legal professionals alike become more productive. Join us for a review of features in Office 2007 of interest to Law Firms.
When: TBD
Presenter(s): W. Schoen (Microsoft)
- S069 - Improve Firm Profitability with Practice Performance Mgmt Solutions from Microsoft
Microsoft software including Microsoft Office SharePoint Server 2007 and Performance Point Server 2007 provides people the ability to access and analyze the right information for strategic decision-making. Obtain deeper insight into performance information via reporting and monitoring tools like dashboards and scorecards. Help your firm invest in the right people and businesses and see how Performance Point Server can be used for consolidated budget planning.
When: TBD
Presenter(s): B. Daniels (Microsoft)
- S028R - Application Virtualization (Microsoft Desktop Optimization Pack)
Microsoft Desktop Optimization Pack for Software Assurance is a dynamic desktop solution available to Software Assurance customers, which reduces application deployment costs, enables delivery of applications as services and allows for better management and control of enterprise desktop environments. It helps reduce the TCO of the entire Windows desktop lifecycle by accelerating OS and application management, and enhancing IT responsiveness and end-user uptime. This session will introduce you to the five - and soon to be SIX - components of MDOP with a strong technical focus on SoftGrid Application Virtualization.
When: TBD
Presenter(s): D. Trupkin (Microsoft)
- S069R - Improve Firm Profitability with Practice Performance Mgmt Solutions from Microsoft
Microsoft software including Microsoft Office SharePoint Server 2007 and Performance Point Server 2007 provides people the ability to access and analyze the right information for strategic decision-making. Obtain deeper insight into performance information via reporting and monitoring tools like dashboards and scorecards. Help your firm invest in the right people and businesses and see how Performance Point Server can be used for consolidated budget planning.
When: WED May 14 1:00PM - 2:00PM
Presenter(s): B. Daniels (Microsoft)
- S070R - Office 2007 - A Review of Key Features for Law Firms
Microsoft Office 2007 is a big departure from previous versions - there is a new user interface, file formats, and a host of tools that will help lawyers and legal professionals alike become more productive. Join us for a review of features in Office 2007 of interest to Law Firms.
When: WED May 14 2:30PM - 3:30PM
Presenter(s): L. Bajek (Microsoft)
- S066R - SharePoint Server 2007 for Accelerated Service Delivery Management
Microsoft software including Microsoft Office SharePoint Server 2007, Office Project Server 2007, and Windows Rights Management Server provide lawyers with content management, team productivity, and risk control solutions to help them collaborate effectively and deliver high quality client service with greater efficiency, speed and control. Join us for a demonstration on how Microsoft technologies can improve the quality and speed of work at your firm.
When: WED May 14 4:00PM - 5:00PM
Presenter(s): B. Daniels (Microsoft)
- S105 - Microsoft FRx Tips and Tricks
Learn how to maximize the potential of Microsoft FRx. This value-packed tutorial includes advanced tips and tricks to help you create more flexible, informative, and presentation quality financial reports. Targeted towards new and existing users of FRx, this session provides a review of FRx report writing fundamentals and then proceeds into advanced report design functions including electronic report distribution and financial analysis.
When: TBD
Presenter(s): C. Williams (Microsoft FRx)
- Business Consulting
- S043 - ADERANT Expert Customization "Jam Session"
ADERANT Expert is the most customizable business and financial management application suite in the legal industry. As law firms change their business processes, they must reflect those changes through customizations in their ADERANT Expert applications. This session will address common and challenging customization issues and then open the floor to address attendee questions. Valid areas for discussion include DBE Editor, Screen Painter, View Editor, Report Writer, VB Scripting, and DocuDraft.
When: TBD
Presenter(s): R. Steere
- S042 - Taking Your System Further
Have you been live on ADERANT Expert for more than a year? Is your firm considering acquiring another firm? Are there any processes or data that you would like to improve? This session details consulting services ADERANT offers to help you get the most out of your investment in ADERANT Expert. Attendees will learn what services have helped other firms, including chart of account revamps, changing year-ends, organization mergers, and data conversions.
When: TBD
Presenter(s): P. Thorne
- S030 - Global Implementation Considerations
Practicing the law around globe can be challenging for firms, especially with local accounting, taxation, and other statutory requirements. Learn how ADERANT Expert can be deployed to minimize risk and potential issues caused by local requirements. This session will review the main implementation considerations that need to be planned for and addressed when expanding your firm’s operations overseas.
When: TBD
Presenter(s): P. Thorne
- S048 - Understanding the Value of the Microsoft Development Technologies
ADERANT Expert leverages a variety of Microsoft development technologies. In this session attendees will learn about the underlying Microsoft technologies ADERANT is using throughout ADERANT Expert, including Windows Workflow Foundation, Windows Presentation Foundation, Windows Communication Foundation, Microsoft .NET Framework 3.0 and 3.5, IronPython, Domain Specific Language (DSL), and more. The session will also provide a glimpse into technologies that are influencing the future development of ADERANT Expert.
When: TBD
Presenter(s): W. Davis
- S056 - Maximizing Your Firm’s Business Intelligence: Taking Action
This panel discussion will show how firms can make better use of their business intelligence. Three law firm leaders will examine the topic of business intelligence and how it can help firm’s achieve a sustainable competitive advantage. Central to this discussion will be an emphasis on using Business Intelligence, including real examples of how firms have taken action on information and metrics.
When: TBD
Presenter(s): T. Jones
- Professional Productivity
- S003 - Introduction to Workflow (1): Welcome to the World of Workflow-Enabled Legal Applications
Perfect for newcomers or for people who just want a refresher course, this session will provide attendees with a general overview of workflow applications and how they are being successfully used by law firms. The session will outline the benefits workflow and workflow-enabled applications deliver as well as highlight some of the common pitfalls that firms may encounter.
When: Tuesday 10:30 - 11:30
Presenter(s): A. Dawson
- S004 - Introduction to Workflow (2): 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.
When: TBD
Presenter(s): M. Burgess
- S005 - Introduction to Workflow (3): A User's View of Workflow within ADERANT Expert
This session will provide attendees with an introductory look at how workflow tasks and activities will be delivered, executed, and managed by individual users, team leaders, and administrators.
When: Tuesday 2:30PM - 3:30PM
Presenter(s): W. Davis
- S094 - Capturing Time and Making Inquiries with BlackBerry Handheld Devices
This session will show attendees how attorneys can capture time and make inquiries into their ADERANT Expert systems using BlackBerry handheld devices. Attendees will learn about ADERANT’s handheld solutions and how they can improve the productivity and effectiveness of a firm’s timekeepers.
When: TBD
Presenter(s): E. Emerson
- S014 - Empowering Attorneys and Managing Matters with Expert Matter Center
Looking for ways to enhance attorney productivity and collaboration? Need to manage all matter-related documents, tasks, and emails? This session will show how Expert Matter Center provides partners and attorneys with a powerful tool for servicing their book of business. Attendees will learn how they can manage 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 attorneys use every day.
When: TBD
Presenter(s): F. Mayfield
- S006 - 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 customizing existing or creating new workflows.
When: TBD
Presenter(s): W. Davis
- S007 - 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.
When: TBD
Presenter(s): W. Davis
- S013 - Using Expert Marketing to Manage Firm Contacts and Campaigns
Whether your firm wants to improve its new business generation efforts or strengthen its client relationships, see how Expert Marketing can help. This session will focus on how Expert Marketing can be used to track firm contacts, create lists, and manage valuable relationships. Attendees will see how the application's seamless integration with Microsoft Outlook gives timekeepers a familiar platform to share contact information and relationships across different offices and practice groups. Since Expert Marketing is part of ADERANT Expert, this session will also show how contact, client, matter, and even other financial information are just a click away.
When: TBD
Presenter(s): K. Pizzi
- S077 - Understanding Contacts in ADERANT Expert Release 7.0 and Release 7.5
Is the new contact table structure a mystery to you? Do you ever wonder how to incorporate the new table structure in custom reports or queries or its impact on fee rates and multicurrency set ups? Or its impact on formats and GL mapping? Get the answers in this informative session. Attendees should be prepared to learn the new naming conventions of the contact tables and how the tables link to one another.
When: TBD
Presenter(s): J. Harrison
- S004R - Introduction to Workflow (2): 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.
When: WED May 14 2:30PM - 3:30PM
Presenter(s): M. Burgess
- S017 - ADERANT Expert Deployment: Steamlining 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 customizations approaches.
When: TBD
Presenter(s): W. Davis
- S014R - Empowering Attorneys and Managing Matters with Expert Matter Center
Looking for ways to enhance attorney productivity and collaboration? Need to manage all matter-related documents, tasks, and emails? This session will show how Expert Matter Center provides partners and attorneys with a powerful tool for servicing their book of business. Attendees will learn how they can manage 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 attorneys use every day.
When: THURS May 15 10:30AM - 11:30AM
Presenter(s): F. Mayfield
- S005R - Introduction to Workflow (3): A User's View of Workflow within ADERANT Expert
This session will provide attendees with an introductory look at how workflow tasks and activities will be delivered, executed, and managed by individual users, team leaders, and administrators.
When: THURS May 15 10:30AM - 11:30AM
Presenter(s): W. Davis
- Business Management
- S008 - Business Intelligence 101 - Everything You Wanted to Know About OLAP Cubes, But Were Afraid to Ask
This introductory session will give attendees an overview of OLAP cubes as well as show how to create, modify, and popular them. Attendees will also learn how to perform data analysis using pivot tables in Microsoft Excel and how to create cube-based reporting with Microsoft SQL Server Reporting Services (SSRS).
When: TBD
Presenter(s): T. Jones
- S022 - Client-Led Session: Clayton Utz and Expert Budgeting
Hear from Clayton Utz, a 900 timekeeper firm based in Sydney, Australia, 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.
When: TBD
Presenter(s): N. Shoebridge (Clayton Utz)
- S010 - 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.
When: TBD
Presenter(s): D. Maher
- S023 - Client-Led Session: Sheppard Mullin and Expert Profitability
Learn firsthand how Sheppard Mullin, a 500 timekeeper firm based in Los Angeles, is using and benefiting from ADERANT’s performance management application, Expert Profitability. This informative client-led session will cover Sheppard Mullin’s implementation of Expert Profitability; their monthly profitability reporting process; expense allocation methods; and, profitability best practices.
When: TBD
Presenter(s): K. Combs (Sheppard Mullin)
- S024 - Client-Led Session: Mayer Brown and Expert Report Center
Hear from Mayer Brown, one of the largest law firms in the world with more than 1400 lawyers in seven US and six European cities, about how they are leveraging Expert Report Center to streamline their monthly reporting cycle. This client-led session will give attendees firsthand knowledge of how Mayer Brown is using Expert Report Center to automate and streamline reporting as well as create and deploy custom reports. The session will also include the tips and tricks the firm has learned over time.
When: TBD
Presenter(s): J. Cowhey (Mayer Brown)
- S095 - Customizing Expert Analytics Foundation with Domain Specific Language
This session will introduce attendees to the power and intuitive customization 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.
When: TBD
Presenter(s): D. Maher
- S026 - Expert Portal, Powered by Handshake Software: 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, Powered by Handshake Software 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.
When: TBD
Presenter(s): F. Mayfield
- S027 - Using Expert Report Center to Deliver Microsoft SQL Server Reporting Services (SSRS) Reports
Expert Report Center now includes support for Microsoft SQL Server Reporting Services (SSRS), the new industry-standard reporting tool for law firms and other professional services organizations. In this session, attendees will see detailed examples of how to build SSRS reports and deploy them through Expert Report Center as well as how to create cube-based reports using Microsoft Report Builder.
When: TBD
Presenter(s): F. Mayfield
- S010R - 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.
When: WED May 14 2:30PM - 3:30PM
Presenter(s): D. Maher
- S008R - Business Intelligence 101 - Everything You Wanted to Know About OLAP Cubes, But Were Afraid to Ask
This introductory session will give attendees an overview of OLAP cubes as well as show how to create, modify, and popular them. Attendees will also learn how to perform data analysis using pivot tables in Microsoft Excel and how to create cube-based reporting with Microsoft SQL Server Reporting Services (SSRS).
When: WED May 14 4:00PM - 5:00PM
Presenter(s): T. Jones
- S092 - Managing Firm-Wide Records, Documents and Emails
This session will show attendees how CA Records Manager can integrate all physical, electronic and email records regardless of media type, source of origin, or storage location into a single, scaleable, and extensible firm-wide records management solution. Attendees will learn how all content can be managed according to organizational policies through tight integrations with document management, email, and email archive repositories.
When: TBD
Presenter(s): J. Sharkey (CA)
- Financial
- S001 - Taming the eBilling Beast
ADERANT Expert Release 7.5 includes extensive new capabilities to help firms manage and control their e-billing activities. This session will explain ADERANT Expert’s new e-billing 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.
When: Tuesday 9:00AM - 10:00AM
Presenter(s): K. Grant
- S001R - Taming the eBilling Beast
ADERANT Expert Release 7.5 includes extensive new capabilities to help firms manage and control their e-billing activities. This session will explain ADERANT Expert’s new e-billing 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.
When: Tuesday 10:30AM - 11:30AM
Presenter(s): K. Grant
- S029 - Multi-Currency from Top to Bottom
Does your firm have overseas offices? Do your firm’s clients and vendors want to transact in different currencies? Do you have questions about ADERANT Expert’s multi-currency capabilities and what they can do for your firm? Then this is the session for you! Session attendees will learn how to configure and use ADERANT Expert’s multi-currency capabilities as well as fully understand its implications on your firm’s operations.
When: TBD
Presenter(s): P. Thorne/J. Condon
- S045 - 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.
When: TBD
Presenter(s): G. Butler
- S035 - Unraveling 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.
When: TBD
Presenter(s): A. Ball
- S029R - Multi-Currency from Top to Bottom
Does your firm have overseas offices? Do your firm’s clients and vendors want to transact in different currencies? Do you have questions about ADERANT Expert’s multi-currency capabilities and what they can do for your firm? Then this is the session for you! Session attendees will learn how to configure and use ADERANT Expert’s multi-currency capabilities as well as fully understand its implications on your firm’s operations.
When: TBD
Presenter(s): P. Thorne/J. Condon
- S051 - Global Accounting Expert-ise!
This session is designed to help firm CFOs, controllers, business analysts, and staff accountants better understand how ADERANT Expert can meet their global accounting and financial reporting needs. The session will provide attendees with an overview of how ADERANT Expert addresses the day-to-day functional requirements of global firms. Additionally, attendees will gain a better understanding of the implementation considerations and planning needs of ADERANT Expert’s multi-book functionality.
When: TBD
Presenter(s): A. Ball
- S033 - Expert Billing Tips & Tricks
Need to keep up with the new features and capabilities of Expert Billing? Join our panel of ADERANT application experts to explore the new features available in Release 7.5. Session attendees will also learn other timesaving tips and useful answers to their questions about the successful use of Expert Billing.
When: TBD
Presenter(s): G. Butler/D. Trocchio/J. Condon
- S079 - Revolutionize Your Billing Process
Learn how to revolutionize your billing process using Randy Steere's PrebillManager. Begin with your attorney's turning around their prebills in days rather than weeks, editing prebill's faster, and with fewer typos. Then streamline your billing department to review and process a prebill within minutes and get the bill out the door so the cash comes in faster. All this and more is possible with PrebillManager. This session will demonstrate version 3.0 of PrebillManager and include commentary from current firms using the product. New features that will be shown include firm-defined rules, email notifications, an approval workflow process, and enhanced interface changes.
When: TBD
Presenter(s): R. Steere
- S053 - The Top 10 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.
When: TBD
Presenter(s): J. Harrision/T. Barrett/R. Moffitt
- S097 - Improving Information Management and Access with Imaging
This session will show attendees how Expert Imaging can be used to provide firm personnel with instant access to financial source documents throughout their entire firm. Attendees will learn how the Applied Technology Group, LLC (ATG) developed application can be used to manage key information in a digital format. The session will show how firms can use Expert Imaging to become more efficient as well as to streamline internal processes by creating a digital library of all document types.
When: TBD
Presenter(s): M. Bowie (ATG)
- S076 - Client-Led Session: Billing Processing
In this law firm case study, Squire Sanders & Dempsey LLP will talk about its billing processes. This session will show how Squire Sanders is using cafeteria billing to summarize time entries by action code and automatically write the bill amounts up or down to a pre-defined bill amount for that action code. The case study highlights how the firm’s IP billing attorneys like this functionality as it tracks hours invested into flat fee projects.
When: TBD
Presenter(s): S. Nielsen (Squire Sanders)
- Hands-on Learning
- S011 - Expert Analytics Foundation: Delivering Custom Content to Users
This session will show attendees how they use Expert Analytics Foundation to deliver custom business intelligence content to users. Attendees will learn how to build new web parts as well as modify starting content. They will see how to connect to OLAP data sources; built pivot tables in Microsoft Excel; create web parts based on OLAP data; and, deploy those web parts to Microsoft SharePoint. The session will also show how data can be contextually delivered through different graphs, metrics, and key performance indicators.
When: TBD
Presenter(s): D. Maher
- S002 - Using Rules to Enforce Billing Terms Compliance
This hands-on 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.
When: Tuesday 10:30AM - 11:30AM
Presenter(s): E. Kyrinis
- S036 - DocuDraft Basics Workshop (1): Understanding Templates
Is DocuDraft a foreign language to you? If you want to understand how to read and customize 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 hands-on 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. Note: Attending this session is recommended prior to attending DocuDraft Basics (2).
When: TBD
Presenter(s): K. Pizzi
- S044 - DocuDraft Basics Workshop (2): Creating Fee Sections
Do you think customizing a billing template is beyond your reach? This introductory workshop will show you that it’s not too difficult to make changes by taking you through the steps of some common customizations to billing templates. This session offers a hands-on approach focused on creating time detail and time summary sections in a bill format. A basic understanding of Microsoft Word is recommended for this session as well as prior attendance to the "DocuDraft Basics (1): Understanding Templates" session or prior knowledge of DocuDraft.
When: TBD
Presenter(s): K. Pizzi
- S038 - Customizing Your Splash Form: End User Painter Basics (Part 1)
Is your firm currently using ADERANT Expert Release 7.0 / 7.5 or planning to upgrade soon? Did you know that the appshell splash screen is completely customizable? This hands-on introductory session will show attendees how to use Module Installation to install the splash screen into the database; introduce the basics of form and object attributes; and show how to save forms and assign users. As a bonus, this session will show attendees how access a web page from the splash screen!
When: TBD
Presenter(s): T. Nystrom
- S038a - Customizing Your Splash Form: End User Painter Basics (Part 2)
Is your firm currently using ADERANT Expert Release 7.0 / 7.5 or planning to upgrade soon? Did you know that the appshell splash screen is completely customizable? Now you can view anything-from your firm’s intranet to an attorney’s billable hours to Google-from the appshell menu. This hands-on session will show how to build an advanced custom splash screen, including table data, web pages, and scripts. Attendees should either be familiar with using End User Painter to edit forms or have previously attended 'Customizing Your Splash Form: End User Painter Basics (Part 1).'
When: TBD
Presenter(s): T. Nystrom
- S002R - Using Rules to Enforce Billing Terms Compliance
This hands-on 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.
When: Wednesday 1:00PM - 2:00PM
Presenter(s): E. Kyrinis
- S025 - 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.
When: TBD
Presenter(s): F. Mayfield
- Technical
- S032 - Navigation and Menu Management in ADERANT Expert Release 7.0 and Release 7.5
This session is designed to educate attendees about the new menu system in ADERANT Expert Release 7.0 and 7.5. Learn how personal menus can be modified for easy access to applications outside of ADERANT Expert. Find out how to interact with the menu so that it provides valuable feedback. See how to tailor splash screens to display useful information. Learn how to leverage smart links within the application screens to provide quick access to information and to expedite communications.
When: TBD
Presenter(s): T. Nystrom
- S039 - 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.
When: TBD
Presenter(s): T. Barrett
- S102 - Decrease Costs and Increase Reliability - An Accounting Department Case Study
Decreasing costs and increasing your accounting department’s reliability might seem like competing objectives but you actually can accomplish both. This session will present a case study of how one AmLaw 100 firm underwent operational changes and sensible application of workflow technology within accounts payable. The result reduced costs while increasing turnaround time, access to accounting information and overall accounting department service delivery. Learn what went right and what were lessons learned.
When: TBD
Presenter(s): J. Katany/T. O’Callaghan (Huron Consulting)
- S037a - Inside the ADERANT Expert Database Tables (1): Time & Disbursements
Designed for developers, programmers, and people who just want to know more about the inner workings of ADERANT Expert, this advanced tables session will show how data flows within these Time and Disbursement database tables. Session attendees will: learn how data is stored in the Time and Disbursement tables; find out what happens in the Time transaction tables when a record is created, posted, edited, or deleted; find out what happens in the Disbursement transaction tables when a record is created, posted, edited, or deleted; and, more. It is recommended that attendees have a basic understanding of SQL or attend the Introduction to ADERANT Expert Financial Tables and Introduction to SQL: Creating Simple SQL Queries session.
When: TBD
Presenter(s): P. Ham
- S037b - Inside the ADERANT Expert Database Tables (2): Billing & A/R
Designed for developers, programmers, and people who just want to know more about the inner workings of Expert Billing and Expert Account Receivables applications, this advanced tables session will show how data flows within these tables. Session attendees will: learn how data is stored in the Billing and A/R tables; find out what happens in the Billing tables from pre-bill selection to the posting of the bill; explore the SQL transactions that occur when a bill is paid; and, more. It is recommended that attendees have a basic understanding of SQL or attend the Introduction to ADERANT Expert Financial Tables and Introduction to SQL: Creating Simple SQL Queries sessions.
When: TBD
Presenter(s): P. Ham
- S032R - Navigation and Menu Management in ADERANT Expert Release 7.0 and Release 7.5
This session is designed to educate attendees about the new menu system in ADERANT Expert Release 7.0 and 7.5. Learn how personal menus can be modified for easy access to applications outside of ADERANT Expert. Find out how to interact with the menu so that it provides valuable feedback. See how to tailor splash screens to display useful information. Learn how to leverage smart links within the application screens to provide quick access to information and to expedite communications.
When: TBD
Presenter(s): T. Nystrom
- S040 - 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 customizations, and provides tips for managing the testing and training aspects of upgrading.
When: TBD
Presenter(s): A. Prater/T. Garner
- S041 - 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.
When: TBD
Presenter(s): T. Garner
- S037c - Inside the ADERANT Expert Database Tables (3): G/L
Designed for developers, programmers, and people who just want to know more about the inner workings of ADERANT Expert’s General Ledger tables, this advanced session will show how data flows within these tables. Session attendees will: learn how data is stored in the General Ledger tables; find out what happens in the General Ledger tables from creation of a Manual Journal Entry to Posting. Also covered will be 'Finding' transactional information through the General Ledger. It is recommended that attendees have a basic understanding of SQL or and basic familiarity with the ADERANT Expert Financial Tables.
When: TBD
Presenter(s): P. Ham
- S040R - 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 customizations, and provides tips for managing the testing and training aspects of upgrading.
When: THURS May 15 9:00AM - 10:00AM
Presenter(s): A. Prater/T. Garner
- S071 - Tech "Jam Session" (Part 1): Monitoring Performance to Determine Future Hardware Requirements
Does your firm need new hardware or is your current hardware sufficient and not simply optimally configured? This session will show how standard Windows and SQL tools can be utilized to analyze the use of current hardware to plan for future growth. Attendees will learn how to determine where hardware bottlenecks are and what can be done to alleviate them.
When: TBD
Presenter(s): R. Moffitt
- S071a - Tech "Jam Session" (Part 2): ADREANT Expert Performance Tips and Tricks
Discover the proven tips and tricks ADERANT professional services has learned over the years to help you get the most out of your ADERANT Expert system. This session will cover system hardware and software selection; application tuning, billing performance; Citrix tips; browser and web server tuning; and remote office issues.
When: TBD
Presenter(s): T. Garner
- Jam Sessions
- S021 - Focus Group: Expert Conflicts
This focus group will walk attendees through a review of documented functional requirements for an improved version of Expert Conflicts. Attendees will also discuss which features and capabilities are essential to support their firms’ conflict of interest checks.
When: TBD
Presenter(s): D. Maher
- S072 - Case Study: Reporting Flexibility within ADERANT Expert, Powered by Javelan
Meg Lewis of Farella, Braun and Martel LLC and ADERANT’s Dave Panepento will present the firm’s internal reporting solution developed to extend the ADERANT Expert, Powered by Javelan’s capabilities. This session will show how creating Microsoft Excel-based Javelan Reports provides firms with additional flexibility for modifying and massaging data to meet specific reporting needs and requirements.
When: TBD
Presenter(s): D. Panepento/M. Lewis (Farella Braun)
- S020 - Roundtable Discussion: Business Development and Marketing
Join your peers and ADERANT professionals in this roundtable discussion on business development and marketing within law firms. ADERANT is looking to gain additional insight into the business development, marketing, and contact/relationship management needs of leading law firms. This session will be used to help drive improvements to ADERANT’s Expert Marketing application.
When: TBD
Presenter(s): M. Burgess
- S019 - Roundtable Discussion: Expense Management
Join your peers and ADERANT personnel in this roundtable discussion on expense management. ADERANT is looking to gain insight into the employee expense reimbursement policies and procedures leading firms are following today as well as what factors are driving their expense management strategies. This session will be used to help drive the functional requirements for improvements to ADERANT’s Expert Expense Management application.
When: TBD
Presenter(s): M. Burgess
- S059 - Focus Group: Law Firm Billing and ADERANT Expert
This session will feature a roundtable discussion between law firm professionals and ADERANT product managers on the billing process. This interactive session will provide attendees with the opportunity to help drive future Expert Billing development efforts, improvements, and functional enhancements.
When: TBD
Presenter(s): K. Grant
- Javelan
- S060 - What's New in ADERANT Expert, Powered by Javelan
Have you seen or used the new features in the latest release of ADERANT Expert, Powered by Javelan? This session will provide attendees with an overview of the numerous enhancements available in version 4.3SP1 and 4.3SP2.
When: TBD
Presenter(s): M. Burgess/D. Panepento
- S064 - Tips and Tricks for ADERANT Expert, Powered by Javelan
This session will provide attendees with instruction and guidelines for getting the most out of their ADERANT Expert, Powered by Javelan system. Led by your favorite ADERANT support personnel, this session will review the most frequently asked questions and issues, including a series of tips for getting the most out of ADERANT Expert, Powered by Javelan.
When: TBD
Presenter(s): J. Arendt/D. Panepento/S. Stephens
- S063 - Multi-Party Features and Functionality for ADERANT Expert, Powered by Javelan
This session will provide attendees with an overview of the multi-party or multi-payer billing features and functionality of ADERANT Expert, Powered by Javelan. While some of these features have existed for some time, others have just been added, enhanced, or overlooked. This session will include functional procedures relating to Set Up, Billing, Bill Statements, Cash Receipts, Inquiries, and Reporting.
When: TBD
Presenter(s): J. Arendt
- S061 - Focus Group: Enhancing ADERANT Expert, Powered by Javelan
This interactive session will provide attendees with the opportunity to help ADERANT chart the course of future ADERANT Expert, Powered by Javelan product enhancements. Since the majority of ADERANT’s product development is derived directly from client suggestions, this is your opportunity to make your preferences and opinions heard. This session will review previous and new enhancement suggestions to determine what will be considered in the next set of ADERANT Expert, Powered by Javelan releases.
When: TBD
Presenter(s): M. Burgess/D. Panepento
- S062 - Everything You Need to Know About System Balancing for ADERANT Expert, Powered by Javelan
This session will educate attendees all they need to know about system balancing procedures and techniques for ADERANT Expert, Powered by Javelan.
When: TBD
Presenter(s): D. Panepento/S. Stephens
- Sponsors
- S081 - A New Take on Intake: Leveraging Metastorm BPM with Microsoft SharePoint to Automate New Client Matter Intake
In this session attendees will learn how to apply business process management (BPM) to the new business intake and conflicts management processes. Implementing BPM can quickly achieve measurable results including: faster intake of new clients and matters, elimination of data entry errors, reduced administrative overhead, process compliance across global operations, and centralized reuse of existing data, systems and technologies through seamless integration.
When: Tuesday 9:00AM - 10:00AM
Presenter(s): R. Glikin (Metastorm)
- S078 - International Payment Solutions - Earning more Euros, Yen, and Pounds
Many of today's law firms are faced with the complex task of recovering costs when processing their international payments, which involve payment initiation and settlement through a separate banking system. In this session attendees will learn how it is now possible to seamlessly complete the entire process - from voucher creation through bank payment processing - without having to make exchange rate adjustments. This session will explore a one-step solution for international payment processing with full cost recovery and FDIC regulated banking integration. As a partner of ADERANT, Global Exchange possesses the knowledge, experience, and oversight policies to offer an invaluable alternative for any size firm and its traditional bank or secondary payment processing relationship.
When: TBD
Presenter(s): A. Loiacono, Jr. (Global Exchange)
- S104 - A Non-Technical Look at ADERANT’s Technology Strategy
Are you looking to better understand the benefits of ADERANT’s Microsoft-based technology strategy, but having a hard time wading through confusing terms and three-letter acronyms? This session will provide attendees with a non-technical view ADERANT's move to the Microsoft technology stack. It will answer pressing questions, such as 'Help! What’s all the fuss about?', 'What does this mean for me and my organization?', 'Can someone please explain it in plain language?' This session is for you if you want to learn how ADERANT's technology strategy can benefit your firm in non-threatening environment.
When: Thursday 10:30AM - 11:30AM
Presenter(s): A. Stokes (Saturn 27)
- S101 - IntApp Time Builder - Increasing Firm Revenue
Is your firm doing everything it can to capture billable time? Timekeeping habits vary greatly between attorneys. With different attorneys using different methods - and often waiting until deadlines loom to enter time - it is tough for one method or tool to ensure that firms record all billable time. But there is a way to catch what's missed. IntApp Time Builder provides attorneys with a comprehensive journal of their daily activity, integrating email, Office applications and mobile phone usage. All relevant activities and time are logged, cross-referenced and delivered over the web, by email or as a printed paper diary. Attend this session and learn how TimeBuilder can capture millions of dollars of revenue for your firm.
When: TBD
Presenter(s): P. Zengilowski (IntApp)
- S080 - Law Firm eBilling: Gain Control of Your eBilling Process
The reality of electronic billing is that it is not going away and neither will its ever increasing volumes and complexity. In the very near future there won't be 'billing' and 'eBilling.' There will only be billing - done electronically. Is your firm ready? Session attendees will learn how to solve the eBilling challenges they face with eBillingHub, powerful eBilling software design specifically for professional services firms.
When: TBD
Presenter(s): G. Coticchia (eBilling Hub)
- S085 - Adapting Your BPM and Case Management Solutions to Changing Environments
FloSuite is an adaptive Business Process Management (BPM) and rapid development environment deployed by professional services organizations worldwide - including many ADERANT Expert clients. FloSuite solutions can be easily evolved and extended in MS Visio to meet changing business requirements and used to manage a range of enterprise processes - including New Joiners/Leavers to Client/Matter Inception and Case Management - all from within a single framework. Attend this session and see adaptive solutions that integrate seamlessly with ADERANT Expert, MS Office, SharePoint, and leading Document Management, CRM, and other applications.
When: TBD
Presenter(s): R. Wood (FloSuite)
- S082 - Exception Reporting Management and Alerting with LegalCast
Attorneys and staff spend countless hours every day searching and sifting through data to find the relevant information. With LegalCast, there’s no need to waste valuable time trying to find the right information. Instead, timely and relevant RSS feeds are delivered to via a consumer of their choice, be it Microsoft Outlook, web browsers, Windows applications, and mobile devices - all synchronized and formatted consistently for each selected consumer. LegalCast consists of a number of custom business rules modules that extract relevant information from data sources such as web sites, databases, file systems, email messages, and more; a delivery module that pushes the information to different devices and applications (information consumers); and, a web-based module that allows the users to set up their preferences (data sources, schedules and consumers).
When: TBD
Presenter(s): J. Hernandez/J. Ramon (Taladro)
- S083 - Is Your Time Entry Software Keeping Up with the Changing Business of Law?
DTE Axiom, developed from firm feedback about the changing business of law, can dramatically lower costs while increasing speed, user satisfaction, security, mobility, and business continuity. No longer will a slow internet connection or sluggish server performance affect users’ ability to work uninterrupted - whether entering time from any office worldwide, from home, or on-the-go. With this faster performance, your firm can centralize from multiple servers and reduce hardware and support costs. Industry standard 128-bit encryption insures that client data is not at risk, while multiple servers and online/offline modes help your firm meet your business continuity plan. It’s not just about capturing time any more.
When: TBD
Presenter(s): M. McInerny (APS)
- S084 - Managing Cash in Professional Services
The management and application of cash has become a core business success factor for legal and professional services firms. This session will discuss global best practices for cash management, including risk management during client intake, and faster presentation of bills and e-billing using Timeframe BillFiler. Session attendees will also learn about improved purchasing and payment options, including Timeframe OpenEFT. Cash Management reporting will also be covered, providing an overview of the new options for cash reporting (including SQL Server Reporting Services). To provide the highest quality information, the presenters will draw upon the extensive industry and global experience of Timeframe and Swerdlove Consulting.
When: TBD
Presenter(s): D. Giles (Timeframe)/D. Swerdlove (Swerdlove Consulting)
- S099 - Using Microsoft SharePoint for Legal Document and Email Management
Firms across the world are standardizing on Microsoft SharePoint for portal and collaboration services. Why not do the same for document and email management? This session will review what is missing from SharePoint to be an effective document and email management tool for law firms, and how Handshake Software fills in those blank areas.
When: TBD
Presenter(s): J. Bellegarde (Handshake Software)
- Look Forward
- S088 - 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.
When: TBD
Presenter(s): M. Barry/E. Kyrinis
- S016 - Are You User Experienced?
This session will give attendees a behind the scenes glimpse into the workings of ADERANT's application usability team. The session will highlight the user interface improvements ADERANT is making to improve information visibility, maximize productivity, and standardize the look and feel of and user interaction with ADERANT Expert. Attendees will also get a sneak peek at the next generation of ADERANT Expert's user interface that will be introduced in the Titan release.
When: TBD
Presenter(s): W. Davis/B. Horner
- S052 - The Future is Now! The Exciting World of ADERANT Expert Release 7.0 and 7.5
Not yet on the most current version of ADERANT Expert? Come learn about the exciting new features introduced in Release 7.0 and Release 7.5. This session will cover the objectives of each release; demonstrate the new functionality and capabilities; and provide attendees with valuable tips they can use help them through the upgrade process.
When: TBD
Presenter(s): K. Grant
- S075 - Going Global
Is your firm considering starting operations in new countries or have you recently opened an office overseas? If so, then this is a 'must attend' session for you! Topics covered will include how to cope with local compliance issues (including VAT) as well as new global requirements for your chart of accounts, currency, year-end, and reporting. In addition, session attendees will learn about project planning for global application rollouts; technical implications, such as connectivity; performance setup issues; multicurrency format; and, much more.
When: TBD
Presenter(s): B. O'Connor (AAC)/J. Cowhey (Mayer Brown)
- S098 - How to Maximize Your Firm’s Technology Investments
As one of the leading technology consulting companies for law firms, Kraft & Kennedy is regularly called upon to review law firm environments to ensure they are fully utilizing their technology investments. Some firms call these 'technology reviews', others call them 'health checks'. This is a valuable process that helps firms spot significant areas for improvement in their existing environment. It is especially valuable in situations where IS departments are asked to do more with less or reduce the number of servers while improving redundancy and availability of systems. Come hear what these consultants look for, the systems they review and what they typically find. Gain important tips on how to go about maximizing the value of your existing technology investments, both in the short and long term in numerous areas of your business. Also learn about strategies many firms are using today to help fully leverage their existing systems across the business.
When: TBD
Presenter(s): J. Tsiofas (Kraft Kennedy)
- S012 - New Solutions to Maximize Time Capture
Attend this session to see the latest in ADERANT technology and application development! Expert Timer is one of the first applications developed on ADERANT's new technology framework. Come and see how our exciting new development with use of our new User Experience toolkit will help your professionals maximize time capture within your firm!
When: TBD
Presenter(s): M. Burgess/M. Anker
- S088R - 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.
When: TBD
Presenter(s): M. Barry/E. Kyrinis
- S012R - New Solutions to Maximize Time Capture
Attend this session to see the latest in ADERANT technology and application development! Expert Timer is one of the first applications developed on ADERANT's new technology framework. Come and see how our exciting new development with use of our new User Experience toolkit will help your professionals maximize time capture within your firm!
When: WED May 14 4:00PM - 5:00PM
Presenter(s): M. Burgess/M. Anker
- S055 - Client-Led Session: Orrick’s Use of Partner Report Cards to Improve Financial Performance
This session will explore the innovative way Orrick, Herrington & Sutcliffe LLP motivated its partners and attorneys to get their timesheets in on time using report cards derived from ADERANT Expert data. The firm closely tracked time entry, billing, and collections to improve its financial performance, strengthen client relationships, and increase its ability to recruit top talent. See how Orrick’s report card system delivered outstanding results, including a 14 percent decrease in average days in the cash cycle, improved cash flow, and a 31% increase in Profits per Equity Partner. Attend this session to see how your ADERANT Expert data can be used to improve your firm’s bottom line.
When: TBD
Presenter(s): K. Deuschle (Orrick)
- S100 - Surviving a Merger
Successfully executing a merger is much more complicated than getting both firms on the same technology. It is also involves determining best practices for the combined firm, aligning staffs, resolving conflicts, managing change, nurturing clients - the list goes on. Capitalizing on the opportunities, while overcoming the challenges and roadblocks, is the secret sauce for a successful merger. This session will discuss the ingredients in that recipe.
When: TBD
Presenter(s): J. Katany/T. O’Callaghan (Huron Consulting)
- S052R - The Future is Now! The Exciting World of ADERANT Expert Release 7.0 and 7.5
Not yet on the most current version of ADERANT Expert? Come learn about the exciting new features introduced in Release 7.0 and Release 7.5. This session will cover the objectives of each release; demonstrate the new functionality and capabilities; and provide attendees with valuable tips they can use help them through the upgrade process.
When: THURS May 15 10:30AM - 11:30AM
Presenter(s): K. Grant
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*Session agenda, topics & descriptions are subject to change.
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