Worldwide ConferenceJune 17 – 20 • San Diego
ClientPay is an award-winning technology solution for optimizing payment experiences. We rapidly transform the traditionally error-prone and time-intensive task of payment acceptance into a prime opportunity to improve accuracy, efficiency and client satisfaction—and create a permanent uplift in your bottom-line performance.
program guide sponsored by
ClientPay
Make Payments Happen.
© ClientPay 2019. All rights reserved.
www.clientpay.com/vantage2019
Visit the ClientPay booth to learn more
Award winning payment acceptance technology
Highest level of security compliance
Proven results, 99% customer satisfaction
Direct integration with 3E®, Enterprise®, ProLaw® & Firm Central® solutions
�
�
ClientPay is helping us become more efficient. Most importantly,
our clients are happy.
-Constangy Brooks, Smith & Prophete LLP
VANTAGE 2019 WORLDWIDE CONFERENCE • JUNE 17 – 20 • SAN DIEGO
PRODUCT VISION KEYNOTETuesday, June 18, 8:45 am – 9:30 am Marriott Grand Ballroom 1 – 9
Join us as we kick off VANTAGE with an overview of our product strategy including what’s been delivered and what’s coming from our Product and Technology teams.
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 Community.
The Community is accessed via the Thomson Reuters Support Portal. There you can download or print these materials.
Table of ContentsVanTage mobile app ................2
VanTage showcase sessions ....2
VanTage passport .....................3
Conference schedule summary .....................................4
Hotel map ...................................5
Conference schedule ..................6
VanTage expo reception ..........7
Cpe Credits..................................9
VanTage gala dinner on the uss midway ....................11
exhibitors/sponsors.................. 12
GUEST SPEAKER KEYNOTEWednesday, June 19, 12:45 pm – 1:30 pm Marriott Grand Ballroom 1 – 9
High performance resilienceHow can you continue to tap into new sources of energy for the innovations, insights and initiatives needed to compete as the pace of today’s global workplace continues to accelerate? Come join the woman NBC Nightly News called “One of the five most inspiring women in America,” guest keynote speaker Bonnie St. John (Olympic medalist, Rhodes Scholar, and Leadership consultant for the Fortune 500). Bonnie will share her best practices, useful on the frontlines or in the C-suites, for going from burnout to bringing your ‘A Game’—every day—and creating breakthrough performances in your organization that transfer to bottom-line business results. Bonnie St. John
DOCTORS WITHOUT BORDERS/MéDECINS SANS FRONTIèRESThis year, Thomson Reuters is proud to support Doctors Without Borders/Médecins Sans Frontières (MSF), an independent international humanitarian organization that delivers impartial medical aid to people affected by armed conflict, epidemics, malnutrition, natural disasters, and exclusion from health care in over 72 countries.
There are multiple activities supporting MSF during VANTAGE San Diego. Visit the MSF booth to learn more about MSF and how you can support their important work.
Thomson reuters will match all funds raised towards msF. Together we can make a difference!
2
VanTage mobiLe app
Download the VANTAGE mobile app to your iPhone, iPad, or Android device to be sure you have all the latest conference information.
• View sessions and build your agenda
• Connect with fellow VANTAGE attendees
• Upload and view photos from the conference
• Provide feedback on sessions and tutorials
VanTage WireLess neTWorKThe VANTAGE wireless network is available throughout the Marriott Marquis Marina Conference area.
Network: VANTAGE Passcode: vantage1 Scan QR code to
download the app.
VanTage sHoWCase sessions
be sure To CHeCK ouT THe VanTage sHoWCase sessions!
TUESDAY, JUNE 18, 201910:00 am – 10:45 am 3E Billing Journey
SAN DIEGO BALLROOM B
Client Participation
11:00 am – 12:00 pm spend to save: Tech epiphany in the mid-marketPACIFIC BALLROOM 18
Client Participation
11:00 am – 12:00 pm 3e data insights – data analytics made easySAN DIEGO BALLROOM A
11:00 am – 12:00 pm 3E Lawyer JourneySAN DIEGO BALLROOM B
4:15 pm – 5:15 pm panoramic Customer panel: The Legal Transformation agendaSAN DIEGO BALLROOM A
Client Participation
WEDNESDAY, JUNE 19, 201911:00 am – 12:00 pm all about enterprise and your path Toward the Future
PACIFIC BALLROOM 21
1:45 pm – 2:45 pm 3e profitability modernized with Cost to serve and data insightsSAN DIEGO BALLROOM A
1:45 pm – 2:45 pm 3e in the CloudSAN DIEGO BALLROOM B
THURSDAY, JUNE 20, 20198:45 am – 9:45 am 3e product roadmap
SAN DIEGO BALLROOM B
11:30 am – 12:30 pm ebillingHub product roadmapSAN DIEGO BALLROOM A
doN’T forGET your PAssPorTFind your VANTAGE Passport in your conference bag and bring the tickets to the designated partner booths in the VANTAGE Expo area for opportunities to win these fabulous gifts:
Treasure ChestWin a $1,500 gift card!Sponsored by:
slot Machine Pulla chance to win a usb power bank or a universal travel adapter!Sponsored by:
Gift Card RaffleWin a $500 Visa gift card!Sponsored by:
slot Machine PullA chance to win a $5, $10, or $100 Starbucks gift card!Sponsored by:
VANTAGE T-shirtredeem your ticket for a VanTage T-shirt! Sponsored by:
Gift Card RaffleWin a $1,000 American Express gift card!Sponsored by:
Apple Watch rafflea chance to win an apple® Watch!Sponsored by:
Partnership ProgramPartnering for Success
Gift Card RaffleWin a $1,000 American Express gift card!Sponsored by:
Thank you for being a client!redeem your ticket at the VanTage Voyage booth for a Thomson reuters Wireless Charging pad!
Gift Card RaffleWin a $1,000 American Express gift card!Sponsored by:
4
EVENTS
ConFerenCe sCHeduLe summary
CONFERENCE SUMMARY
registrationMonday 10:00 am – 5:00 pmTuesday 7:30 am – 5:00 pmWednesday 8:00 am – 5:00 pmThursday 8:00 am – 3:00 pm
product Vision KeynoteTuesday 8:45 am – 9:30 am
guest speaker KeynoteWednesday 12:45 pm – 1:30 pm
TutorialsMonday 1:00 pm – 3:00 pm 3:15 pm – 5:15 pm
Wednesday 9:00 am – 10:30 am
3:15 pm – 4:45 pm
sessions
Tuesday 10:00 am – 10:45 am 11:00 am – 12:00 pm 1:30 pm – 2:30 pm 3:00 pm – 4:00 pm 4:15 pm – 5:15 pm
Wednesday 11:00 am – 12:00 pm 1:45 pm – 2:45 pm
Thursday 8:45 am – 9:45 am 10:15 am – 11:15 am 11:30 am – 12:30 pm 1:30 pm – 2:30 pm
3:15 pm – 4:15 pm
expo HallTuesday 9:30 am – 5:00 pmWednesday 8:00 am – 5:00 pm
Thursday 8:45 am – 3:15 pm
Learning ZoneMonday 12:00 pm – 5:00 pmTuesday 9:30 am – 5:00 pmWednesday 8:00 am – 5:00 pmThursday 8:00 am – 3:00 pm
demo suitesMonday 1:00 pm – 6:00 pmTuesday 8:00 am – 6:00 pmWednesday 8:00 am – 6:00 pm
Thursday 8:00 am – 4:00 pm
monday 5:15 pm – 7:00 pm VANTAGE Welcome Reception Poolside (business casual attire)
Tuesday 5:15 pm – 7:00 pm VANTAGE Expo Reception Marriott Grand Ballroom pre-function and Pacific Ballroom pre-function areas (business casual attire)
Thursday 6:30 pm – 10:00 pm VANTAGE Gala Dinner on the USS Midway! (business casual attire)
VANTAGE VOYAGECelebrate 25 years of VanTage and play VanTage Voyage!
Explore the conference in a quest to collect as many stickers as possible on your VANTAGE Voyage game board. Then, redeem your game card for raffle tickets and enter to win! We will be giving away thousands in gift cards and prizes, including a $1,500 grand prize! See your VANTAGE Voyage game board for details.
5
PACIFIC BALLROOM
PACIFIC BALLROOM
REGISTRATION
DESK
TEMECULABALLROOM
NORTHTOWER
POOL
WHIRLPOOL
ROY’S RESTAURANT
SOLANA
VISTA
POINTLOMA
OCEANSIDE
ELEVATORS
LEUCADIA
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
SANTA ROSA
ESCALATOR
ESCALATOR
ESCALATOR
EMERGENCY EXIT CORRIDOR
LAGUNA
FITNESSCENTER
MARINA OFFICE
TEQUILA BAR & GRILLE
CAB
AN
AS
WHIRLPOOL
POOL
SOUTHTOWER
CONVENTIONCENTER
PARKING (3 LEVELS)
HARBOR DRIVE
MARINA TERRACE
TO SEAPORT VILLAGE
MA
RIN
A W
ALK
22
26
25
24
23
2119
18
17
1
2
3
4
16
15
14
WALKWAY TOCONVENTIONCENTER
PRE-FUNCTIO
N AREA
RANCHO SANTA FE
ROOMS
MARRIOTT GRANDBALLROOM
OUTDOOR TERRACETORREY
PINESROOMS
SAN DIEGOBALLROOM
MARRIOTT GRANDBALLROOM
1 – 9
PRESIDIOROOMS
WEST LOBBY LOUNGE
HOTEL GUESTREGISTRATION
HOTEL ENTRANCE
EAST LOBBY LOUNGE
NORTHTOWER
SOUTHTOWER
32
13
21
2 1
12
13
C
B
A
11
10
BANQUETROOM
MARINACELLAR
MARINA KITCHENRESTAURANT
& BAR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ESCA
LATO
R
ESCALATOR
ESCALATOR
ESCALATOR TO
CONVENTION
CENTER
PRE-FUNCTIO
N AREA
EMERGENCY EXIT CORRIDOR
EXCHANGE
GIFT SHOP
STARBUCKS
WALKWAY
UPS STORE
CONVENTIONCENTER
PARKING
ROY’S
BAYSIDE
REGISTRATION DESK
ELEVATORESCALATOR
109 111 113 121 123 125 127
124 126 128 130 132
102 104 106 108 110
LOWER LEVEL
ESCALATOR
ELEVATOR
EMERGENCY EXIT CORRIDOR
PACIFIC BALLROOM
121 123 12
ELEVATOR
ELEVATOR
ESCALATOR
ESCALA
TOR
EMERGENCY EXIT CORRIDOR
5 6
1 2
7 8
3 4
1817
16 1514 13 12 11 10 9
PRE-FUNCTION AREA
UPPER LEVEL
N
MARRIOTT GRAND BALLROOM
Conference Registration
Meals/VANTAGE Kenyote/Guest Keynote
Tutorials/Sessions
Expo Hall/VANTAGE Expo Reception
Demo Suites
Learning Zone
ProLaw Keynote
PACIFIC BALLROOM
PACIFIC BALLROOM
REGISTRATION
DESK
TEMECULABALLROOM
NORTHTOWER
POOL
WHIRLPOOL
ROY’S RESTAURANT
SOLANA
VISTA
POINTLOMA
OCEANSIDE
ELEVATORS
LEUCADIA
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
SANTA ROSA
ESCALATOR
ESCALATOR
ESCALATOR
EMERGENCY EXIT CORRIDOR
LAGUNA
FITNESSCENTER
MARINA OFFICE
TEQUILA BAR & GRILLE
CAB
AN
AS
WHIRLPOOL
POOL
SOUTHTOWER
CONVENTIONCENTER
PARKING (3 LEVELS)
HARBOR DRIVE
MARINA TERRACE
TO SEAPORT VILLAGE
MA
RIN
A W
ALK
22
26
25
24
23
2119
18
17
1
2
3
4
16
15
14
WALKWAY TOCONVENTIONCENTER
PRE-FUNCTIO
N AREA
RANCHO SANTA FE
ROOMS
MARRIOTT GRANDBALLROOM
OUTDOOR TERRACETORREY
PINESROOMS
SAN DIEGOBALLROOM
MARRIOTT GRANDBALLROOM
1 – 9
PRESIDIOROOMS
WEST LOBBY LOUNGE
HOTEL GUESTREGISTRATION
HOTEL ENTRANCE
EAST LOBBY LOUNGE
NORTHTOWER
SOUTHTOWER
32
13
21
2 1
12
13
C
B
A
11
10
BANQUETROOM
MARINACELLAR
MARINA KITCHENRESTAURANT
& BAR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ESCA
LATO
R
ESCALATOR
ESCALATOR
ESCALATOR TO
CONVENTION
CENTER
PRE-FUNCTIO
N AREA
EMERGENCY EXIT CORRIDOR
EXCHANGE
GIFT SHOP
STARBUCKS
WALKWAY
UPS STORE
CONVENTIONCENTER
PARKING
ROY’S
BAYSIDE
REGISTRATION DESK
ELEVATORESCALATOR
109 111 113 121 123 125 127
124 126 128 130 132
102 104 106 108 110
LOWER LEVEL
ESCALATOR
ELEVATOR
EMERGENCY EXIT CORRIDOR
PACIFIC BALLROOM
121 123 12
ELEVATOR
ELEVATOR
ESCALATOR
ESCALA
TOR
EMERGENCY EXIT CORRIDOR
5 6
1 2
7 8
3 4
1817
16 1514 13 12 11 10 9
PRE-FUNCTION AREA
UPPER LEVEL
N
MARRIOTT GRAND BALLROOM
Conference Registration
Meals/VANTAGE Kenyote/Guest Keynote
Tutorials/Sessions
Expo Hall/VANTAGE Expo Reception
Demo Suites
Learning Zone
ProLaw Keynote
PACIFIC BALLROOM
PACIFIC BALLROOM
REGISTRATION
DESK
TEMECULABALLROOM
NORTHTOWER
POOL
WHIRLPOOL
ROY’S RESTAURANT
SOLANA
VISTA
POINTLOMA
OCEANSIDE
ELEVATORS
LEUCADIA
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
SANTA ROSA
ESCALATOR
ESCALATOR
ESCALATOR
EMERGENCY EXIT CORRIDOR
LAGUNA
FITNESSCENTER
MARINA OFFICE
TEQUILA BAR & GRILLE
CAB
AN
AS
WHIRLPOOL
POOL
SOUTHTOWER
CONVENTIONCENTER
PARKING (3 LEVELS)
HARBOR DRIVE
MARINA TERRACE
TO SEAPORT VILLAGEM
AR
INA
WA
LK
22
26
25
24
23
2119
18
17
1
2
3
4
16
15
14
WALKWAY TOCONVENTIONCENTER
PRE-FUNCTIO
N AREA
RANCHO SANTA FE
ROOMS
MARRIOTT GRANDBALLROOM
OUTDOOR TERRACETORREY
PINESROOMS
SAN DIEGOBALLROOM
MARRIOTT GRANDBALLROOM
1 – 9
PRESIDIOROOMS
WEST LOBBY LOUNGE
HOTEL GUESTREGISTRATION
HOTEL ENTRANCE
EAST LOBBY LOUNGE
NORTHTOWER
SOUTHTOWER
32
13
21
2 1
12
13
C
B
A
11
10
BANQUETROOM
MARINACELLAR
MARINA KITCHENRESTAURANT
& BAR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ESCA
LATO
R
ESCALATOR
ESCALATOR
ESCALATOR TO
CONVENTION
CENTER
PRE-FUNCTIO
N AREA
EMERGENCY EXIT CORRIDOR
EXCHANGE
GIFT SHOP
STARBUCKS
WALKWAY
UPS STORE
CONVENTIONCENTER
PARKING
ROY’S
BAYSIDE
REGISTRATION DESK
ELEVATORESCALATOR
109 111 113 121 123 125 127
124 126 128 130 132
102 104 106 108 110
LOWER LEVEL
ESCALATOR
ELEVATOR
EMERGENCY EXIT CORRIDOR
PACIFIC BALLROOM
121 123 12
ELEVATOR
ELEVATOR
ESCALATOR
ESCALA
TOR
EMERGENCY EXIT CORRIDOR
5 6
1 2
7 8
3 4
1817
16 1514 13 12 11 10 9
PRE-FUNCTION AREA
UPPER LEVEL
N
MARRIOTT GRAND BALLROOM
Conference Registration
Meals/VANTAGE Kenyote/Guest Keynote
Tutorials/Sessions
Expo Hall/VANTAGE Expo Reception
Demo Suites
Learning Zone
ProLaw Keynote
PACIFIC BALLROOM
PACIFIC BALLROOM
REGISTRATION
DESK
TEMECULABALLROOM
NORTHTOWER
POOL
WHIRLPOOL
ROY’S RESTAURANT
SOLANA
VISTA
POINTLOMA
OCEANSIDE
ELEVATORS
LEUCADIA
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
SANTA ROSA
ESCALATOR
ESCALATOR
ESCALATOR
EMERGENCY EXIT CORRIDOR
LAGUNA
FITNESSCENTER
MARINA OFFICE
TEQUILA BAR & GRILLE
CAB
AN
AS
WHIRLPOOL
POOL
SOUTHTOWER
CONVENTIONCENTER
PARKING (3 LEVELS)
HARBOR DRIVE
MARINA TERRACE
TO SEAPORT VILLAGE
MA
RIN
A W
ALK
22
26
25
24
23
2119
18
17
1
2
3
4
16
15
14
WALKWAY TOCONVENTIONCENTER
PRE-FUNCTIO
N AREA
RANCHO SANTA FE
ROOMS
MARRIOTT GRANDBALLROOM
OUTDOOR TERRACETORREY
PINESROOMS
SAN DIEGOBALLROOM
MARRIOTT GRANDBALLROOM
1 – 9
PRESIDIOROOMS
WEST LOBBY LOUNGE
HOTEL GUESTREGISTRATION
HOTEL ENTRANCE
EAST LOBBY LOUNGE
NORTHTOWER
SOUTHTOWER
32
13
21
2 1
12
13
C
B
A
11
10
BANQUETROOM
MARINACELLAR
MARINA KITCHENRESTAURANT
& BAR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ELEVATOR
ESCA
LATO
R
ESCALATOR
ESCALATOR
ESCALATOR TO
CONVENTION
CENTER
PRE-FUNCTIO
N AREA
EMERGENCY EXIT CORRIDOR
EXCHANGE
GIFT SHOP
STARBUCKS
WALKWAY
UPS STORE
CONVENTIONCENTER
PARKING
ROY’S
BAYSIDE
REGISTRATION DESK
ELEVATORESCALATOR
109 111 113 121 123 125 127
124 126 128 130 132
102 104 106 108 110
LOWER LEVEL
ESCALATOR
ELEVATOR
EMERGENCY EXIT CORRIDOR
PACIFIC BALLROOM
121 123 12
ELEVATOR
ELEVATOR
ESCALATOR
ESCALA
TOR
EMERGENCY EXIT CORRIDOR
5 6
1 2
7 8
3 4
1817
16 1514 13 12 11 10 9
PRE-FUNCTION AREA
UPPER LEVEL
N
MARRIOTT GRAND BALLROOM
Conference Registration
Meals/VANTAGE Kenyote/Guest Keynote
Tutorials/Sessions
Expo Hall/VANTAGE Expo Reception
Demo Suites
Learning Zone
ProLaw Keynote
6
ConFerenCe sCHeduLe
MONDAY, JUNE 17, 201910:00 am – 5:00 pm registration
1:00 pm – 3:00 pm
3e TuToriaL
3E Multi-currency – How Does It Really Work? Pacific Ballroom 14
3E Bank Reconciliation Considerations and Reports Pacific Ballroom 15
Auto-Matching –Demystifying Full Bank ReconciliationPacific Ballroom 16
3e TuToriaL enTerprise TuToriaL
Show and Tell: Self-Service Reporting Using 3E Dashboard Design and Proforma Approval Pacific Ballroom 17
Interim Billing in EnterprisePacific Ballroom 21
enTerprise TuToriaL enTerprise To 3e TuToriaL
Framework Tools and Screen Customizations in Enterprise
Pacific Ballroom 22
Progressing to 3E: Implementation Readiness Services Overview
Pacific Ballroom 18
Keys to a Successful 3E Implementation
Pacific Ballroom 19
3:15 pm – 5:15 pm
generaL inTeresTs TuToriaL ebiLLingHub TuToriaL 3e TuToriaL
Adapt or Die: Disruption, Innovation and the Future of Law Firms
Pacific Ballroom 25
eBillingHub User Group
Pacific Ballroom 24
Let’s Make a Deal: Rate Exceptions, Adjustments, Flat Fees & Volume Discounts
Pacific Ballroom 14
3e TuToriaL
The Importance and Impact of Setups on System BalancingPacific Ballroom 15
3E Data Structures for Reporting
Pacific Ballroom 16
Security/User Access in 3E
Pacific Ballroom 22
enTerprise TuToriaL enTerprise To 3e TuToriaL
Flat Fee Billing in EnterprisePacific Ballroom 21
Feature Comparative: ReportingPacific Ballroom 18
Feature Comparative: Advanced Billing ArrangementsPacific Ballroom 19
indicates client participation sessions
TUESDAY, JUNE 18, 20197:30 am – 5:00 pm registration
8:00 am – 8:45 am breakfast Marriott Grand Ballroom 1 – 9
8:45 am – 9:30 am product Vision Keynote Marriott Grand Ballroom 1 – 9
9:30 am – 10:00 am expo Hall break
10:00 am – 10:45 am
VanTage sHoWCase/3e generaL inTeresTs TeCH
3E Billing Journey
san diego ballroom b
Learn It – Answer It Using the Knowledge Base
Pacific Ballroom 21
Partner Compensation and Accounting
Pacific Ballroom 22
BizTalk – Demystified
Marriott Grand Ballroom 12
11:00 am – 12:00 pm
VanTage sHoWCase VanTage sHoWCase/3e
Spend to Save: Tech Epiphany in the Mid-Market Pacific Ballroom 18
Data Insights – Data Analytics Made Easy san diego ballroom a
3E Lawyer Journey san diego ballroom b
generaL inTeresTs TeCH 3e
Caution! Empowerment Zone Ahead! Using the Community to Advance Your Voice Within Thomson Reuters
Pacific Ballroom 21
Cloning Your 3E DB
san diego ballroom C
Working with 3E MatterSphere
Pacific Ballroom 14
12:00 pm – 12:45 pm Lunch Marriott Grand Ballroom 1 – 9
1:30 pm – 2:30 pm
generaL inTeresTs generaL inTeresTs/3e
Thomson Reuters Panoramic: A Bold New Vision for the Way Lawyers Work
san diego ballroom b
Positivity Amidst Changing Market Realities: A Comprehensive Look at Industry Financial Performance
san diego ballroom C
The Compliance Conundrum Pacific Ballroom 21
ebiLLingHub/3e 3e
3E & eBillingHub: What’s New
san diego ballroom a
Anticipated Disbursements and Why Most Firms Should Avoid Them
Marriott Grand Ballroom 11
Other Uses for 3E Roles
Marriott Grand Ballroom 12
3E Templates: All Its Many Parts Pacific Ballroom 16
3e/enTerprise To 3e enTerprise enTerprise To 3e enTerprise To 3e
We’re Live, Now What?
Marriott Grand Ballroom 10
WebView: Basic Time Entry Tips & Tricks (Part I) Pacific Ballroom 22
3E Does It Better: GL
Pacific Ballroom 18
Technical Comparative: Product System Requirements
Pacific Ballroom 19
VANTAGE 2019 WORLDWIDE CONFERENCE • JUNE 17 – 20 • SAN DIEGO
7
TUESDAY, JUNE 18, 2019 (CONT.)2:30 pm – 3:00 pm expo Hall break
3:00 pm – 4:00 pm
generaL inTeresTs ebiLLingHub/3e 3e
Right Off the Blocks: Using Data from the Start of Client Engagement to Enhance Pricing and Performance
Pacific Ballroom 15
Transitioning to 3E with eBillingHub
Pacific Ballroom 19
3E Billing: What’s New
Marriott Grand Ballroom 10
3e
3E Conflicts: Welcome to ElasticsearchMarriott Grand Ballroom 11
Discover the Power of Monitoring & DiagnosticsMarriott Grand Ballroom 12
3E Budgeting and Forecasting Overview
san diego ballroom a
3E Paperless Proforma Customizations for Beginners
san diego ballroom C
3e enTerprise enTerprise To 3e
Lawyer Experience Overview Demonstration
Pacific Ballroom 16
WebView: Advanced Time Entry Tips & Tricks (Part II)
Pacific Ballroom 22
Feature Comparative: Setups
Pacific Ballroom 18
Peer Perspective: Going Live on 3E Next Month – Mission Accomplished?
Pacific Ballroom 21
4:15 pm – 5:15 pm
VanTage sHoWCase / generaL inTeresTs generaL inTeresTs/enTerprise To 3e TeCH/3e
Panoramic Customer Panel: The Legal Transformation Agenda
san diego ballroom a
Implementation Challenges in a Climate of Scarce Resources
Pacific Ballroom 15
3E User Interface Refresh: Unifying the Experience Across the 3E Portfolio
Pacific Ballroom 16
3e enTerprise
Image Connect: Coming to a Cloud Near You
Marriott Grand Ballroom 10
All About Volume Discounts
Marriott Grand Ballroom 11
3E Reports & Metrics
Marriott Grand Ballroom 12
Enterprise Billing Manager and APGL 3.9 and 3.10 Post-Release
Enhancements Pacific Ballroom 21
enTerprise enTerprise To 3e
Data Warehouse Reporting in Enterprise
Pacific Ballroom 22
Learn From Your Peers: The Afterglow of 3E Go Live – To Infinity & Beyond!
san diego ballroom C
Progressing to 3E: Understanding the Legacy Data Review
Pacific Ballroom 18
Feature Comparative: Framework
Pacific Ballroom 19
5:15 pm – 7:00 pm VanTage expo reception Marriott Grand Ballroom pre-function and Pacific Ballroom pre-function
VanTage eXpo reCepTionJoin us for the VANTAGE Expo Reception on Tuesday, June 18, from 5:15 pm to 7:00 pm in the VANTAGE Expo Hall located in the Marriott Grand Ballroom pre-function area on the Lobby level and the Pacific Ballroom pre-function area on the lower level. Stop by and visit your favorite Thomson Reuters partners and meet up with old and new friends.
Tuesday, June 18, 5:15 pm – 7:00 pmMarriott Grand Ballroom pre-function area and Pacific Ballroom pre-function area
sCHeduLe a priVaTe demo!Get a closer look at the Thomson Reuters product line with a personal demonstration in our private demo suites. Visit the Demo Suite check-in desk located by the Torrey Pines and Rancho Santa Fe rooms on the Lobby level.
demo suite HoursMonday 1:00 pm – 6:00 pmTuesday 8:00 am – 6:00 pmWednesday 8:00 am – 6:00 pmThursday 8:00 am – 4:00 pm
8
ConFerenCe sCHeduLe
WEDNESDAY, JUNE 19, 20198:00 am – 5:00 pm registration
8:00 am – 8:45 am breakfast Sponsored by Pinnacle Marriott Grand Ballroom 1 – 9
9:00 am – 10:30 am
generaL inTeresTs TuToriaL TeCH TuToriaL 3e TuToriaL
The Innovation Agenda: Adopt and Profit
san diego ballroom a
New 3E API
san diego ballroom C
Paying the Bills: How 3E Deals with Accounts Payable, from Supply to Settlement, in Any Currency
Marriott Grand Ballroom 10
3e TuToriaL enTerprise TuToriaL
Customization Migration for Beginners Marriott Grand Ballroom 11
3E Basic IDEMarriott Grand Ballroom 12
3E Basic Report Design Pacific Ballroom 14
Enterprise Data Mining Tips & Tricks Pacific Ballroom 16
enTerprise TuToriaL enTerprise To 3e TuToriaL
Enterprise Billing and APGL 3.11 and Post GA EnhancementsPacific Ballroom 21
Feature Comparative: Multi-currency Pacific Ballroom 18
Feature Comparative: Masking Pacific Ballroom 19
10:30 am – 11:00 am expo Hall break Sponsored by Global Exchange Payment Solutions
11:00 am – 12:00 pm
VanTage sHoWCase/enTerprise generaL inTeresTs TeCH/3e
All About Enterprise and Your Path Toward the FuturePacific Ballroom 21
Optimizing Financial Performance for Lawyers
san diego ballroom C
The Future of Legal BI
Pacific Ballroom 16
Build Tool and Developer Workflows
Marriott Grand Ballroom 10
3e
Who Created All These Tables? Streamlining Your 3E Metrics
Marriott Grand Ballroom 11
Tax Does Not Have to Be Taxing
Marriott Grand Ballroom 12
3E Billing and GL Metrics Insights
san diego ballroom a
3E Templates Integration & Troubleshooting Explained
Pacific Ballroom 15
3e enTerprise To 3e
3E 1099s: New Process for 2019
Pacific Ballroom 22
Progressing to 3E: Understanding the Impact and Cost of Customizations
Pacific Ballroom 18
Feature Comparative: Proformas and Bills – Part I
Pacific Ballroom 19
12:00 pm – 12:45 pm Lunch Sponsored by Wilson Allen Marriott Grand Ballroom 1 – 9
12:45 pm – 1:30 pm guest speaker Keynote High Performance Resilience Marriott Grand Ballroom 1 – 9
1:45 pm – 2:45 pm
VanTage sHoWCase/3e generaL inTeresTs/enTerprise To 3e TeCH
3E Profitability Modernized with Cost to Serve and Data Insights
san diego ballroom a
3E in the Cloud
san diego ballroom b
Lessons Learned: How to Get the Most from 3E with Pinnacle’s Global
Team of Experts and Their Clients Pacific Ballroom 15
Workspace – New UI Demo and Technology
Pacific Ballroom 16
3e 3e/enTerprise To 3e
Troubleshooting 3E Security – My Friends Can Do It, So Why Can’t I?
Marriott Grand Ballroom 11
Time and Cost Auditing
Marriott Grand Ballroom 12
Customizing 3E Workspace
san diego ballroom C
Recipes for Success: How to Maximize Your Firm's Chances of a
Successful 3E Implementation Marriott Grand Ballroom 10
enTerprise enTerprise To 3e
Extend Best Practices and 3.11 Enhancements Review
Pacific Ballroom 22
Making the Transition to 3E Accounts PayablePacific Ballroom 18
Peer Perspective: Rightsizing a 3E Implementation at a Mid-Size Firm
Pacific Ballroom 19
Feature Comparative: Paperless Proforma
Pacific Ballroom 21
indicates client participation sessions
VANTAGE 2019 WORLDWIDE CONFERENCE • JUNE 17 – 20 • SAN DIEGO
9
Learning ZoneStop by the Learning Zone for one-on-one instruction from Subject Matter Experts for your Thomson Reuters solutions.
The Learning Zone is located in the Pacific Ballroom 23 on the lower level and open during the following hours:
Monday 12:00 pm – 5:00 pmTuesday 9:30 am – 5:00 pm Wednesday 8:00 am – 5:00 pmThursday 8:00 am – 1:30 pm
NOTE: The Learning Zone is closed during keynotes and lunches.
WEDNESDAY, JUNE 19, 2019 (CONT.)2:45 pm – 3:15 pm expo Hall break
3:15 pm – 4:45 pm
ebiLLingHub TuToriaL 3e TuToriaL
Making the Most of eBillingHub
Pacific Ballroom 15
A Balancing Act – Closing the Month and the Year in 3E
Marriott Grand Ballroom 10
Show and Tell: Self-Service Reporting Using 3E Dashboard
Design and 3E Notify Marriott Grand Ballroom 11
Getting Workflows to Work for You
Marriott Grand Ballroom 12
3e TuToriaL
Why Microsoft Power BI and Data Insights Is a Winner
san diego ballroom C
3E Templates: Template Development in a Nutshell
Pacific Ballroom 16
3E Administration, Performance, and Troubleshooting
Pacific Ballroom 21
Help Me Understand My 3E Setups – Masking, GL Types, GL Books, Units,
and MorePacific Ballroom 22
3e/enTerprise To 3e TuToriaL enTerprise TuToriaL enTerprise To 3e TuToriaL
The 3E in the Cloud Experience
san diego ballroom b
Using Enterprise VB Design and Framework Tools for Security/
Screen Design san diego ballroom a
Feature Comparative: Billing Rates
Pacific Ballroom 18
Progressing to 3E: Data Migration De-mystified
Pacific Ballroom 19
Cpe CrediTsAll sessions and tutorials at VANTAGE are CPE-accredited.
To obtain CPE credits, you must scan in and out at the beginning and end of each day at the Information Desk (Monday & Tuesday) or at the Main Conference Registration, Welcome Center, VANTAGE Voyage Booth, and Thomson Reuters Demo Suite Desk (Wednesday and Thursday).
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/2019elite
Deadline to fill out the online affidavit: August 1, 2019
Questions? Contact [email protected]
SESSionS And TUToRiALS LiST
10
THURSDAY, JUNE 20, 20198:00 am – 3:00 pm registration
8:00 am – 8:45 am breakfast Sponsored by Wilson Allen Marriott Grand Ballroom 1 – 9
8:45 am – 9:45 am
VanTage sHoWCase/3e generaL inTeresTs
3E Product Roadmap
san diego ballroom b
Collaboration: Demanded by Large Law Clients, Enhanced by Technology san diego ballroom a
Partnership Program – Partnering for Success
Pacific Ballroom 21
3e enTerprise enTerprise To 3e
Rack up the Most Rewards with Credit Cards in 3E
Marriott Grand Ballroom 11
Using SQL for Basic Troubleshooting in Enterprise
Pacific Ballroom 16
Technical Comparative: Data Imports/Exports
Pacific Ballroom 19
9:45 am – 10:15 am expo Hall break
10:15 am – 11:15 am
ebiLLingHub 3e
Introducing the eBillingHub API Platform Pacific Ballroom 16
Security in 3EMarriott Grand Ballroom 10
Timekeeper ReportingMarriott Grand Ballroom 11
3e enTerprise
3E Voucher Taxes Marriott Grand Ballroom 12
Simplifying Time Entrysan diego ballroom a
3E Technology Roadmapsan diego ballroom b
Enterprise Favorite FeaturesPacific Ballroom 22
enTerprise To 3e
Feature Comparative: Proformas and Bills – Part II
Pacific Ballroom 18
Feature Comparative: General Ledger and Reporting
Pacific Ballroom 19
Progressing to 3E: How to Prepare Your Firm for a Successful Implementation
Pacific Ballroom 21
11:30 am – 12:30 pm
VanTage sHoWCase/ebiLLingHub 3e
eBillingHub Product Roadmap
san diego ballroom a
3E Inter-company Billing
Marriott Grand Ballroom 10
MatterSphere Developer Productivity
Marriott Grand Ballroom 11
Leveraging the Power of Your 3E Platform
Marriott Grand Ballroom 12
3e enTerprise
3E User Interface Refresh: Technology & Architecture
san diego ballroom C
3E Collections Overview Pacific Ballroom 16
3E Favorite Features
Pacific Ballroom 18
Data Insights for Enterprise
san diego ballroom b
enTerprise enTerprise To 3e
Data Privacy in Enterprise Pacific Ballroom 21
Innovative Ideas to Managing New Client/Matter Intake and Managing Client/Matter
Pacific Ballroom 22
Feature Comparative: UDFs
Pacific Ballroom 19
12:30 pm – 1:15 pm Lunch Sponsored by ClientPay Marriott Grand Ballroom 1 – 9
1:30 pm – 2:30 pm
generaL inTeresTs
Working with Your Lawyers to Improve Profitability with Panoramic
san diego ballroom a
Peer Perspective: Our Enterprise to 3E Conversion Experience
san diego ballroom b
Modernize Your Accounts Receivable Management and Payment Acceptance Processes
Pacific Ballroom 15
3e enTerprise
3E Templates: What’s NewMarriott Grand Ballroom 12
Disaster Recovery
san diego ballroom C
Working with Elasticsearch Technology Pacific Ballroom 16
Enterprise Matter BudgetsPacific Ballroom 22
enTerprise To 3e
Technical Comparative: Tables vs. Archetypes
Pacific Ballroom 18
Feature Comparative: Conflicts
Pacific Ballroom 19
3E Implementations – Hindsight is 20/20 and Insights Are Golden Nuggets!
Pacific Ballroom 21
indicates client participation sessions
VANTAGE 2019 WORLDWIDE CONFERENCE • JUNE 17 – 20 • SAN DIEGO
11
THURSDAY, JUNE 20, 2019 (CONT.)2:30 pm – 3:15 pm VanTage expo Hall Closing marriott grand ballroom pre-function
3:15 pm – 4:15 pm
TeCH 3e 3e
Framework Under the Hood san diego ballroom a
It's All About Having the Right Tools Marriott Grand Ballroom 11
Masking Made SimpleMarriott Grand Ballroom 12
3e 3e / enTerprise To 3e enTerprise
Workflow Reportssan diego ballroom C
Explore Our Project Quality ModelPacific Ballroom 15
Enterprise Billing RatesPacific Ballroom 21
enTerprise enTerprise To 3e
WebView 5.5 / 5.6 EnhancementsPacific Ballroom 22
Feature Comparative: TaxesPacific Ballroom 18
Enterprise to 3E Roundtable: Ask the ExpertsPacific Ballroom 19
6:30 pm – 10:00 pm VanTage gala dinner on the uss midway
Enjoy dinner, drinks and entertainment aboard this retired aircraft carrier, which served from the mid-1940s through the Gulf War. Once retired, the USS Midway underwent an $8 million, 12-year renovation before opening as a museum.
The USS Midway is a short 15-minute walk along the Harbor Front. Exit the hotel from the pool area and follow the harbor front walkway going North. For those that require transportation, please check in at the VANTAGE Registration Desk no later than 12:00 pm on Thursday, June 20, 2019.
This event requires that you bring your conference name badge or specially purchased dinner ticket to the event.
VanTage gaLa dinner on THe uss midWayThursday, June 20, 6:30 pm – 10:00 pm
USS Midway
EmbarcaderoMarina
Park North
Ruoco Park
EmbarcaderoMarina
Park South
F St
E St
G St
Market St
Island Ave
J St
Market StW Harbor Dr
W G St
Broadway
Paci
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Kett
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lvd
Stat
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Uni
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Fron
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1st A
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Fift
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Sixt
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Seve
nth
Ave
Eigh
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Nin
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Tent
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Ave
Park
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Park Blvd
Convention Way
Harbor Dr
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San DiegoConvention
Center
Westfield Horton Plaza
Manchester Grand Hyatt San Diego
Petco Park
Marriott MarquisSan Diego Marina
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eXHibiTors/sponsors
eXHibiTor booTH
Afinety, Inc. 104
BigHand 127
CenturyLink 124
Chrome River Technologies 125
ClientPay 3 & 4
CoreTech Leasing 13
Cosine Solutions 113
Datolite Solutions 14
DocsCorp 128
Erisberg Consulting 106
Global Exchange Payment Solutions 102
Helm360 15
Hyperion Global Partners 126
Iridium Technology 121
eXHibiTor booTH
LevelCloud, DBA Forum Info-Tech, Inc. 132
MiniSoft Inc. 108
PaayaTech Inc. 11
Pinnacle 7 & 8
ProCirrus Technologies 123
PS | Ship 130
Select* Associates, Inc. 12
Source Consulting Group 109 & 111
The Quimera Group, LLC 10
Tikit 16
TransFirm Consulting LLC 110
Western Union Business Solutions 9
Wilson Allen 17 & 18
Doctors Without Borders
REGISTRATION DESK
ELEVATORESCALATOR
109 111 125 113 121 123 127
124 126 128 130 132
102 104 106 108 110
LOWER LEVEL
ESCALATOR
ELEVATOR
EMERGENCY EXIT CORRIDOR
PACIFIC BALLROOM
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1 2
7 8
3 4
1817
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MARRIOTT GRAND BALLROOM
REGISTRATION DESK
ELEVATORESCALATOR
109 111 125 113 121 123 127
124 126 128 130 132
102 104 106 108 110
LOWER LEVEL
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MARRIOTT GRAND BALLROOM
VANTAGE 2019 WORLDWIDE CONFERENCE • JUNE 17 – 20 • SAN DIEGO
13
bigHandwww.bighand.com
minisoft inc.www.minisoftinc.com
Chrome river Technologieswww.chromeriver.com
paayaTech inc.www.paayatech.com
Clientpaywww.clientpay.comPlatinum Sponsor
pinnaclewww.pinnacle-oa.comDiamond Sponsor
CoreTech Leasingwww.coretechleasing.com
ps|shipLynchMarks.com
Cosine solutionswww.cosine-solutions.comPlatinum Sponsor
Select* Associates, Inc.www.selectsa.comBronze Sponsor
datolite solutionswww.datolitesolutions.comBronze Sponsor
source Consulting groupwww.sourcegroup.comPlatinum Sponsor
erisberg Consultingwww.erisberg.com
The Quimera Group, LLCwww.thequimeragroup.com
global exchange payment solutionswww.gexchange.comBronze Sponsor
Tikitwww.tikit.com
Helm360www.helm360.com
TransFirm Consulting LLCwww.transfirm.net
Hyperion global partnerswww.hyperiongp.com
Western union business solutionsbusiness.westernunion.com/en-us/global-payment-solutions/legalOther Sponsor
iridium Technologywww.iridium-technology.comPlatinum Sponsor
Wilson allenwww.wilsonallen.comPlatinum Sponsor
© 2019 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.
Join us for these additional VANTAGE events in 2019 and 2020:
VANTAGE 2019September 24 – 25, 2019Hilton sydney Sydney, Australia
VANTAGE 2020February 2020Westminster park plaza Hotel London, UK
VANTAGE 2020June 1 – 4, 2020new orleans marriott marquis New Orleans, LA
Thank you for attending VANTAGE 2019 san diego
