SYNERGY2020 Legal Europe Schedule
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SYNERGY2020 Legal Europe Schedule
Jan 29, 2020 versionSESSION SCHEDULE GRID Jan 29, 2020 version
TUESDAY, FEBRUARY 25, 2020
Today's opening hours: Registration 9:00 – 10:00 • Learning Zone 11:00 – 17:00 • Expo Hall Hours 11:00 – 17:00 • Expo Hall Reception 17:15 – 19:15
General Interests
10:00
| SYNERGY Keynote
11:00
Ballroom 1
Releases & Roadmaps
11:30
| 3E 2020 Roadmap
12:30
Ballroom 1
12:30
| Lunch
13:30 Ballroom 2
Releases & Roadmaps Releases & Roadmaps ROI ROI
3E Partnership Accounting and Partner Paying the Bills: How 3E Deals with
3E Data Insights, in Depth 3E: Templates, in Depth
Compensation Accounts Payable, from Supply to...
13:30 Plaza Suite 1 & 2 Plaza Suite 8 Plaza Suite 5 Plaza Suite 6
|
14:30 ROI Productivity Productivity Partner
Panoramic: Plan, Manage, and Execute Creating Engaging Relationships with
In Focus - 3E MatterSphere General Ledger Project Best Practices
with Confidence Clients Through Intelligent...
Plaza Suite 7 Plaza Suite 3 Plaza Suite 4 Plaza Suite 9
Thought Leadership / Showcase Releases & Roadmaps Releases & Roadmaps Releases & Roadmaps
Adapt or Die: Disruption, Innovation, and Automation and Efficiency with 3E
eBillingHub 2020 Roadmap 3E: Charting the Course to Cloud
the Future of Law Firms Standard Workflows
15:00 Plaza Suite 3 Plaza Suite 1 & 2 Plaza Suite 4 Plaza Suite 8
|
16:00 ROI ROI Productivity Partner
New 3E User Interface: Overview & User Driving Visible Business Benefits
Getting the Most Out of 3E MatterSphere 3E Bank Reconciliation
Experience Improvements' Through Enhancing Your 3E Deployment
Plaza Suite 6 Plaza Suite 7 Plaza Suite 5 Plaza Suite 9
Thought Leadership Releases & Roadmaps Releases & Roadmaps ROI / Showcase
Data Analytics: Your Competitive 3E: Standard Reports and Analytical Driving Firm Profitability with Panoramic:
3E MatterSphere 2020 Roadmap
Advantage Tools Connecting Pricing...
16:15 Plaza Suite 6 Plaza Suite 1 & 2 Plaza Suite 3 Plaza Suite 5
|
17:15 Productivity Productivity Partner
Tell It Like It Is: How to Get the Right Three Key Enablers of Business Growth:
3E Inter-Company Billing
Information to the Right... How to Use Information and...
Plaza Suite 4 Plaza Suite 7 Plaza Suite 9
17:15
| Expo Hall Reception
19:15 Ballroom 2WEDNESDAY, FEBRUARY 26, 2020
Today's opening hours: Registration 9:00 – 10:00 • Learning Zone 9:00 – 15:15 • Expo Hall 9:00 – 15:15
indicates client participation sessions.
General Interests / Showcase
10:00
| Keynote - Reuters Reporters
11:00
Ballroom 1
Thought Leadership Releases & Roadmaps Releases & Roadmaps ROI / Showcase
Intelligent Collaboration and
The Global Legal Market and Closing a Automation and Efficiency with 3E
Alternative Fee Arrangements in 3E Engagement: Exceeding Colleagues
Decade of Change Standard Workflows
and...
11:30 Plaza Suite 1 & 2 Plaza Suite 5 Plaza Suite 6 Plaza Suite 7
|
12:30 ROI / Tech Productivity Productivity
Evolving Lawyer Engagement and Panoramic: A "Day -in-the-Life"
3E MatterSphere for Developers
Productivity Demonstration
Plaza Suite 8 Plaza Suite 3 Plaza Suite 4
12:30
| Lunch
13:30 Ballroom 2
General Interests Thought Leadership / Tech / Showcase Releases & Roadmaps ROI
Building a Technology Strategy that Recipes for Success: How to Maximise
3E Favourite Features 3E Cloud 2020 Roadmap
Works Now and into the Future Your Firm's Chances of a...
13:30 Plaza Suite 5 Plaza Suite 9 Plaza Suite 3 Plaza Suite 8
|
14:30 Productivity Productivity Productivity Productivity
Panoramic: Plan, Manage, and Execute Elevate Your Day-to-Day Practice with Enforcing Client Restrictions - Matter Simplify Your Planning with 3E
with Confidence Practical Law Working Timekeeper, Matter... MatterSphere and WorkPlan
Plaza Suite 1 & 2 Plaza Suite 4 Plaza Suite 6 Plaza Suite 7
Releases & Roadmaps ROI / Tech Productivity Productivity
3E Budgeting and Forecasting 2020 Customising 3E: Integrated Development Evolving Lawyer Engagement and
Putting Time Back in the Lawyers’ Day
Roadmap Environment Tutorial Productivity
15:00 Plaza Suite 3 Plaza Suite 8 Plaza Suite 4 Plaza Suite 5
|
16:00 Productivity Productivity Productivity / Tech
The Importance and Impact of Setups on So, You’re Thinking of Moving to 3E: Product Unification - A Technical Deep
System Balancing What’s Different... Dive into 3E MatterSphere
Plaza Suite 6 Plaza Suite 7 Plaza Suite 1 & 2SESSIONS LISTED BY TOPICS
GENERAL INTERESTS
TUESDAY, FEBRUARY 25, 2020
10:00 – 11:00 SYNERGY Keynote
Presented by Lucinda Case, Elisabet Hardy, Eric Sugden, and Patrick Hurley
Join us to hear Thomson Reuters management discuss the latest developments for all product lines as well as the world of
technology and how those developments are likely to affect law professionals.
BALLROOM 1
WEDNESDAY, FEBRUARY 26, 2020
10:00 – 11:00 Keynote - Reuters Reporters
BALLROOM 1
13:30 – 14:30 3E Favourite Features
Presented by Lisa Kenyon and Graham Mills
Join our front-line product subject matter experts to hear some of their favourite features. This is a good session for new
customers getting an understanding of 3E as well as established customers looking for ways to be more efficient with the
system and business processes.
PLAZA SUITE 5
THOUGHT LEADERSHIP
TUESDAY, FEBRUARY 25, 2020
15:00 – 16:00 Adapt or Die: Disruption, Innovation, and the Future of Law Firms
Presented by Simon Jarrett
The traditional law firm is ill-equipped for a future where technological advancement, an increasingly informed, tech-savvy
client base, a new crop of millennial law graduates, and the emergence of non-traditional market entrants are disrupting
the old ways of doing law. Simon Jarrett will cover the future of law firms in the 21st century, looking more closely at what
firms can do now to ensure that they not only survive, but adapt and thrive in a brave new world of AI, automation, in-house
legal services and new client demands. We look at how Thomson Reuters can help your firm differentiate itself from the
competition and adapt to this new legal environment.
PLAZA SUITE 3
16:15 – 17:15 Data Analytics: Your Competitive Advantage
Presented by Paul Odette
Data analytics play an increasing importance in today’s legal firms. It’s used by lawyers, practice groups and firms overall
to improve cost savings, revenue and profits. Join this discussion on how your law firm can gain an edge over the
competition by using data to make better decisions in both the practice and business of law.
PLAZA SUITE 6WEDNESDAY, FEBRUARY 26, 2020
11:30 – 12:30 The Global Legal Market and Closing a Decade of Change
Presented by Brent Turner, Peer Monitor and Lisa Hart Shepherd, TR Legal Executive Institute/Acritas
Join Acritas and Peer Monitor as they explore the complexities of the ever-evolving global legal market and the
performance during a decade of change. Learn the detailed financial results of large and medium law firms, their brand
performance, and the corresponding sentiment of the corporate clients they serve.
PLAZA SUITE 1 & 2
13:30 – 14:30 Building a Technology Strategy that Works Now and into the Future
Moderated by Jim Leason and Andrew Powell, McFarlanes
Technology is ever changing, so how do law firms develop a long-term technology strategy and successfully manage
technology budgets, solutions and needs across the firm? How does IT determine when the firm should go with a point-to-
point solution to solve a problem or when a platform toolset is needed across the firm, and how much say do the
stakeholders have in the final solution? Once you’ve got the solution, how do you train and keep users trained across
multiple solutions and interfaces? And why is “shadow IT budgeting” so dangerous? Join this client-led session to hear
from CTOs on how they successfully plan and manage technology for their firms.
PLAZA SUITE 9RELEASES & ROADMAPS
TUESDAY, FEBRUARY 25, 2020
11:30 – 12:30 3E 2020 Roadmap
Presented by Jerid Dupier
Join this session for a look at plans for 3E in 2020 and beyond, including new modules, user experience enhancements, and
other product updates. This review will be followed by a discussion of 3E's big-picture strategy for evolving the next
generation of law firm financial management.
BALLROOM 1
13:30 – 14:30 3E Partnership Accounting and Partner Compensation
Presented by Paul Odette
Attend this session for an in-depth understanding of 3E Partnership Compensation, a new module that has been added to
3E Budgeting and Forecasting. Partnership Compensation provides a streamlined compensation management method for
the firm’s leadership. This new module provides such features as the ability to generate Partner Performance reports for the
compensation committee, determine share assignment, profit distribution scheduling and statement creation. This
compensation solution is made possible by the seamless integration between 3E and 3E Budgeting and Forecasting.
PLAZA SUITE 1 & 2
3E Data Insights, in Depth
Presented by Lisa Brown
Attend this Data Insights deep dive and gain a better understanding of where different elements of reporting and analytics
can be found, and how to pull information together to unlock actionable insights.
PLAZA SUITE 8
15:00 – 16:00 eBillingHub 2020 Roadmap
Presented by Greg Nilsen
Come take a look at the 2020 plans for eBillingHub. You’ll get a peek at new features, new integrations, and other product
updates. Additionally, an overview of the approach eBillingHub is taking to modernize legal e-billing and make it a less
burdensome process for Law Firms and Corporate Counsel alike will be provided.
PLAZA SUITE 1 & 2
Automation and Efficiency with 3E Standard Workflows
Presented by David Prentice
Come learn how to use 3E's standard Workflows to automate common processes to increase efficencies and decrease
errors.
PLAZA SUITE 4
3E: Charting the Course to Cloud
Presented by Ruby Lee, Mark Gendein, and Jerid Dupier
This session is for 3E on-premises client considering the move to the cloud. Bring your questions and concerns about the
migration process and possible impacts on your firm. You’ll find out what 3E in the Cloud is, and the differences between
On-premises and 3E in the Cloud or 3E Hosted in the Cloud. Additionally, you’ll learn about the advantages about moving
to the cloud such as decreased cost, scalability, faster implementation, automated updates, and security and data
protection.
PLAZA SUITE 816:15 – 17:15 3E MatterSphere 2020 Roadmap
Presented by Beverley Wedderburn
Join us for a look at what's new for 3E MatterSphere in 2020 and the years ahead, and how MatterSphere integrates with
other Thomson Reuters products to create a new Lawyer Experience.
PLAZA SUITE 1 & 2
3E: Standard Reports and Analytical Tools
Presented by Gerry Lattimer and Greg Nilsen
Calling all 3E standard reports users: this is your chance to learn more about the future capabilities of the core reporting
solutions and additional analytic tools that are available.
PLAZA SUITE 3
WEDNESDAY, FEBRUARY 26, 2020
11:30 – 12:30 Alternative Fee Arrangements in 3E
Presented by Simon Jarrett
Join us to learn how to provide law firm clients with Alternative Fee Arrangements (AFA), from Rate Exceptions and Rate
Exception Groups to simple percentage-based proforma adjustments that can be pre-set at Client or Matter level. Future
development for AFA will also be covered.
PLAZA SUITE 5
Automation and Efficiency with 3E Standard Workflows
Presented by David Prentice and Gerry Lattimer
Come learn how to use 3E's standard Workflows to automate common processes to increase efficencies and decrease
errors.
PLAZA SUITE 6
13:30 – 14:30 3E Cloud 2020 Roadmap
Presented by Ruby Lee and Mark Gendein
Join us to see how 3E in the Cloud can work for you. Find out what 3E in the Cloud can do to lower cost and IT overhead for
your firm and learn what's in store in for the future.
PLAZA SUITE 3
15:00 – 16:00 3E Budgeting and Forecasting 2020 Roadmap
Presented by Greg Nilsen
Get an overview of the current functionality in 3E Budgeting and Forecasting, as well as a sneak peak of the coming
enhancements in 2020 and beyond.
PLAZA SUITE 3ROI
TUESDAY, FEBRUARY 25, 2020
13:30 – 14:30 3E: Templates, in Depth
Presented by Jason Taylor, David Prentice, and Recep Ulgen
Join this session to get an in-depth understanding of 3E Templates. We’ll cover its features and discuss templates, stock
and customized. Additionally, you’ll gain knowledge about the future architectural path for templates and templated-
based document automation.
PLAZA SUITE 5
Paying the Bills: How 3E Deals with Accounts Payable, from Supply to Settlement, in Any Currency
Presented by Simon Jarrett and Kevin Grant
We show you how to set up vendors/payees, and how to post transactions in AP, with specific focus on: 1. Payees whose
invoices will contain hard costs and therefore need to be on hold until those hard costs have been billed to the firm's client
and the client has paid the bill. 2. Payees whose invoices have to go through an authorisation process (unauthorised
suspense) 3. AP Transaction Type masking 4. Posting invoices (vouchers) with hard costs or/and GL expenses 5. Posting
pre-paid invoices (vouchers) for direct payments to suppliers 6. Using models to create recurring vouchers 7.
Reporting/inquiries 8. Multi-currency (with brief reference to realised FX gain/loss treatment) 9. Payment runs 10. Holding
vouchers with hard costs until clients pay their bills (including reclaiming the VAT on counsel fees)
PLAZA SUITE 6
In Focus - 3E MatterSphere
Presented by Beverley Wedderburn
PLAZA SUITE 7
15:00 – 16:00 Getting the Most Out of 3E MatterSphere
Presented by Beverley Wedderburn and Adam Joblin
Join us for an in-depth look at how MatterSphere can help your firm perform more efficiently. From document assembly to
direct user engagement via the Client Portal, this session will cover key features, user favorites and technical insights that
will help you to make the most of the core product and associated capabilities.
PLAZA SUITE 6
New 3E User Interface: Overview & User Experience Improvements'
Presented by Recep Ulgen, Gerry Lattimer, and Mithat Mese
This session will provide a look at the new 3E User Interface and the changes we made to deliver better user experience.
PLAZA SUITE 7
16:15 – 17:15 Driving Firm Profitability with Panoramic: Connecting Pricing Professionals with Fee Earners
Presented by Gia Norris
Get an insider peek at why K&L Gates became an early adopter of Panoramic and how the co-design partnership with
Thomson Reuters provided the firm with an opportunity to help develop and adopt a product that provides a common
language for pricing professionals and the fee-earners they support to drive firm profitability. Let’s talk about how
Panoramic can help your pricing and finance team excel in the evolving legal industry.
PLAZA SUITE 5WEDNESDAY, FEBRUARY 26, 2020
11:30 – 12:30 Intelligent Collaboration and Engagement: Exceeding Colleagues and Clients Expectations
Presented by Stuart Barr
Client demands for more transparency, quicker response times, greater costs control and increased efficiency are putting
pressure on legal firms. HighQ can help alleviate these daily pressures through streamlined legal service delivery and client
engagement solutions. The HighQ Platform allows staff to transform the way they work with colleagues, collaborate on
projects, and engage their clients.
PLAZA SUITE 7
3E MatterSphere for Developers
Presented by Beverley Wedderburn, Adam Joblin, and Sanjay Kotecha
This session for developers will cover topics like MatterSphere debugging scenarios, creating and distributing custom
controls, code re-use, version control, and other development best practices.
PLAZA SUITE 8
13:30 – 14:30 Recipes for Success: How to Maximise Your Firm's Chances of a Successful 3E Implementation
Presented by Simon Jarrett and Sue Purdy
Join our experienced consultants in an interactive session where we discuss the elements of a successful 3E
implementation. We address key elements of preparation for a transition to 3E, along with tips, best practices and practical
advice to help your firm with resourcing challenges, change management, data cleansing, business process analysis, user
acceptance testing, and quality assurance.
PLAZA SUITE 8
15:00 – 16:00 Customising 3E: Integrated Development Environment Tutorial
Presented by David Prentice and Scott Strachan
Come learn how to use the IDE (Integrated Development Environment) to modify QuickFind, Advanced Find, Query Results
and Worklists, turn on the Audit or Attachments features where desired, and add UDFs to processes to make 3E work the
way you want.
PLAZA SUITE 8PRODUCTIVITY
TUESDAY, FEBRUARY 25, 2020
13:30 – 14:30 Panoramic: Plan, Manage, and Execute with Confidence
Presented by Brian Quinn
Find out how your lawyers can increase their efficiency, productivity and deliver quality work faster with Panoramic and
other Thomson Reuters legal solutions such as HighQ, Practical Law and Contract Express. These robust workflow
solutions will enable your team to plan, manage, and execute legal matters with data-driven confidence.
PLAZA SUITE 3
General Ledger Project Best Practices
Presented by John Beasley
Come find out about 3E required setups and best practices around converted General Ledger data to obtain balanced Trial
Balances each conversion.
PLAZA SUITE 4
15:00 – 16:00 3E Bank Reconciliation
Presented by Karen Jakes and John Beasley
This session will cover the Bank Reconciliation process within 3E and its associated tasks. You will learn general tips and
tricks for navigation through the process and gain an understanding of the Bank Reports and where the values come from.
This session will also cover the concept of the Bank Rec initialisation process and discuss considerations that need taken by
during this process.
PLAZA SUITE 5
16:15 – 17:15 3E Inter-Company Billing
Presented by Karen Jakes and Chris Quinn
This session will cover the setups and considerations when implementing ICB and an overview of the ICB process.
PLAZA SUITE 4
Tell It Like It Is: How to Get the Right Information to the Right People at the Right time in 3E
Presented by Simon Jarrett
Join one of our experienced consultants, Simon Jarrett, to learn how to use stock 3E reports and metrics in combination
with 3E dashboard design to enable “self-service” reporting to your fee earners and management team. You will also learn
how 3E Notify can help your firm to proactively get information to the right people at the right time.
PLAZA SUITE 7WEDNESDAY, FEBRUARY 26, 2020
11:30 – 12:30 Evolving Lawyer Engagement and Productivity
Presented by Paul Odette
See how the 3E product suite can help you meet the needs of your clients with 3E Workspace and 3E Paperless Proforma.
Workspace provides a time-saving solution that enables lawyers and professionals to access the full range of business
management tasks and insight such as time and revenue management, and key performance indicators (KPIs)—in one
user-friendly place. Additionally, lawyers can view, manage, and submit proformas in Workspace due to its seamless
integration with Paperless Proforma – enabling them to reduce error, speed up pre-billing, and get invoices out the door
faster.
PLAZA SUITE 3
Panoramic: A "Day -in-the-Life" Demonstration
Presented by Brian Quinn
Thomson Reuters Panoramic is a cloud-based workflow solution that helps you plan, manage, and execute legal matters
with data-driven confidence. In this session, you will view a demonstration of a "day-in-the-life" experience of a lawyer
using Panoramic. Special emphasis will be given to pricing, budgeting, and timekeeping.
PLAZA SUITE 4
13:30 – 14:30 Panoramic: Plan, Manage, and Execute with Confidence
Presented by Brian Quinn
Find out how your lawyers can increase their efficiency, productivity and deliver quality work faster with Panoramic and
other Thomson Reuters legal solutions such as HighQ, Practical Law and Contract Express. These robust workflow
solutions will enable your team to plan, manage, and execute legal matters with data-driven confidence.
PLAZA SUITE 1 & 2
Elevate Your Day-to-Day Practice with Practical Law
Learn how using Practical Law at your firm can help increase productivity, efficiency, and response time. Practical Law is
legal know-how that provides practical guidance and wisdom to propel legal research into action. Over 280 dedicated full-
time attorney-editors spend their days creating and maintaining resources they wish they had when they were practicing.
They create these under the framework of helping firms and lawyers quickly understand what’s important, why it’s
important, and how you should proceed.
PLAZA SUITE 4
Enforcing Client Restrictions - Matter Working Timekeeper, Matter Cost Types, Matter Time Types and Time Type Groups
Presented by Karen Jakes
PLAZA SUITE 6
Simplify Your Planning with 3E MatterSphere and WorkPlan
Presented by Sanjay Kotecha
No coding required! Come and see WorkPlan is an easy to use tool that will compliment simply and complex Taskflows.
Supporting the needs of your firm and users with an easy-to-use features and a simple and intuitive UI.
PLAZA SUITE 715:00 – 16:00 Putting Time Back in the Lawyers’ Day
Presented by Andy Wishart, Vice President Drafting Tools & Productivity Solutions
Learn how Thomson Reuters is putting hours back in the lawyers’ day by streamlining automation solutions, Contract
Express and Drafting Assistant, and get a sneak peek at our newest automation initiative coming out in 2020.
PLAZA SUITE 4
Evolving Lawyer Engagement and Productivity
Presented by Paul Odette
See how the 3E product suite can help you meet the needs of your clients with 3E Workspace and 3E Paperless Proforma.
Workspace provides a time-saving solution that enables lawyers and professionals to access the full range of business
management tasks and insight such as time and revenue management, and key performance indicators (KPIs)—in one
user-friendly place. Additionally, lawyers can view, manage, and submit proformas in Workspace due to its seamless
integration with Paperless Proforma – enabling them to reduce error, speed up pre-billing, and get invoices out the door
faster.
PLAZA SUITE 5
The Importance and Impact of Setups on System Balancing
Presented by Karen Jakes
This session will cover the best practices, procedures and consideration for setups within your system to ensure that System
Balancing Requirements are fulfilled for the firm.
PLAZA SUITE 6
So, You’re Thinking of Moving to 3E: What’s Different Between Enterprise and 3E and Why It Matters
Presented by Simon Jarrett
Join one of our experienced consultants, Simon Jarrett, to learn about the key differences between Enterprise and 3E, and
why those differences matter. In this session we will compare the two systems in key areas like Billing, AP, General Ledger,
and multi-currency. Discover the wonders of a world without batch finalisation, and explore the sometimes surprising ways
in which 3E could revolutionise the way you work.
PLAZA SUITE 7
Product Unification - A Technical Deep Dive into 3E MatterSphere
Presented by Sam St Clair-Ford
A technical exploration unpacking the implementation process and use case demonstrations showing practical steps to
integrating with portfolio products.
PLAZA SUITE 1 & 2TECH
WEDNESDAY, FEBRUARY 26, 2020
11:30 – 12:30 3E MatterSphere for Developers
Presented by Beverley Wedderburn, Adam Joblin, and Sanjay Kotecha
This session for developers will cover topics like MatterSphere debugging scenarios, creating and distributing custom
controls, code re-use, version control, and other development best practices.
PLAZA SUITE 8
13:30 – 14:30 Building a Technology Strategy that Works Now and into the Future
Moderated by Jim Leason and Andrew Powell, McFarlanes
Technology is ever changing, so how do law firms develop a long-term technology strategy and successfully manage
technology budgets, solutions and needs across the firm? How does IT determine when the firm should go with a point-to-
point solution to solve a problem or when a platform toolset is needed across the firm, and how much say do the
stakeholders have in the final solution? Once you’ve got the solution, how do you train and keep users trained across
multiple solutions and interfaces? And why is “shadow IT budgeting” so dangerous? Join this client-led session to hear
from CTOs on how they successfully plan and manage technology for their firms.
PLAZA SUITE 9
15:00 – 16:00 Customising 3E: Integrated Development Environment Tutorial
Presented by David Prentice and Scott Strachan
Come learn how to use the IDE (Integrated Development Environment) to modify QuickFind, Advanced Find, Query Results
and Worklists, turn on the Audit or Attachments features where desired, and add UDFs to processes to make 3E work the
way you want.
PLAZA SUITE 8
Product Unification - A Technical Deep Dive into 3E MatterSphere
Presented by Sam St Clair-Ford
A technical exploration unpacking the implementation process and use case demonstrations showing practical steps to
integrating with portfolio products.
PLAZA SUITE 1 & 2SHOWCASE
TUESDAY, FEBRUARY 25, 2020
15:00 – 16:00 Adapt or Die: Disruption, Innovation, and the Future of Law Firms
Presented by Simon Jarrett
The traditional law firm is ill-equipped for a future where technological advancement, an increasingly informed, tech-savvy
client base, a new crop of millennial law graduates, and the emergence of non-traditional market entrants are disrupting
the old ways of doing law. Simon Jarrett will cover the future of law firms in the 21st century, looking more closely at what
firms can do now to ensure that they not only survive, but adapt and thrive in a brave new world of AI, automation, in-house
legal services and new client demands. We look at how Thomson Reuters can help your firm differentiate itself from the
competition and adapt to this new legal environment.
PLAZA SUITE 3
16:15 – 17:15 Driving Firm Profitability with Panoramic: Connecting Pricing Professionals with Fee Earners
Presented by Gia Norris
Get an insider peek at why K&L Gates became an early adopter of Panoramic and how the co-design partnership with
Thomson Reuters provided the firm with an opportunity to help develop and adopt a product that provides a common
language for pricing professionals and the fee-earners they support to drive firm profitability. Let’s talk about how
Panoramic can help your pricing and finance team excel in the evolving legal industry.
PLAZA SUITE 5
WEDNESDAY, FEBRUARY 26, 2020
10:00 – 11:00 Keynote - Reuters Reporters
BALLROOM 1
11:30 – 12:30 Intelligent Collaboration and Engagement: Exceeding Colleagues and Clients Expectations
Presented by Stuart Barr
Client demands for more transparency, quicker response times, greater costs control and increased efficiency are putting
pressure on legal firms. HighQ can help alleviate these daily pressures through streamlined legal service delivery and client
engagement solutions. The HighQ Platform allows staff to transform the way they work with colleagues, collaborate on
projects, and engage their clients.
PLAZA SUITE 7
13:30 – 14:30 Building a Technology Strategy that Works Now and into the Future
Moderated by Jim Leason and Andrew Powell, McFarlanes
Technology is ever changing, so how do law firms develop a long-term technology strategy and successfully manage
technology budgets, solutions and needs across the firm? How does IT determine when the firm should go with a point-to-
point solution to solve a problem or when a platform toolset is needed across the firm, and how much say do the
stakeholders have in the final solution? Once you’ve got the solution, how do you train and keep users trained across
multiple solutions and interfaces? And why is “shadow IT budgeting” so dangerous? Join this client-led session to hear
from CTOs on how they successfully plan and manage technology for their firms.
PLAZA SUITE 9PARTNER
TUESDAY, FEBRUARY 25, 2020
13:30 – 14:30 Creating Engaging Relationships with Clients Through Intelligent Pricing
Presented by Fraser Mayfield, head of EMEA, Iridium Technology
Effective collaboration is essential for the client relationship and must occur at every stage of a client engagement. In order
to adapt to the procedures that organisations are using when procuring legal services, firms need to build a clear pricing
strategy, driven by real-time data. In this talk, Fraser Mayfield will discuss how to effectively use technology to build a
pricing strategy that keeps both delivery costs and appreciation of value in mind. With transparent access to key data in
your firm surrounding profitability, budgeting, and pricing, you'll be able to present clear pricing to your clients, getting the
new relationship started on the right foot.
PLAZA SUITE 9
15:00 – 16:00 Driving Visible Business Benefits Through Enhancing Your 3E Deployment
Presented by Lucas Garlepp, Managing Director and Justin Bortnicker, Director of Development, both of Cosine
Solutions
3E is the most powerful and flexible ERP system for legal and professional services firms today, driving tangible business
benefits through improved operational efficiencies, predominantly to the back office. What if you could improve your return
on investment even further by extending the capabilities of the platform? What if you could deliver those benefits into the
hands of more users at your firm, materially improving your 3E deployment as a result? Join the Cosine team to understand
how we’re revolutionizing the 3E user experience to deliver the power of the 3E platform via an adaptive HTML5
Progressive Web App experience that will delight your end users on any device, whether they are in their office or on the
road. Come take a look at 3E – Cosineified!
PLAZA SUITE 9
16:15 – 17:15 Three Key Enablers of Business Growth: How to Use Information and Technology More Strategically in A Changing Legal
Market
Presented by Thomas Pauls, Senior Business Consultant and Mike Madden, Senior Consultant, both of Wilson Allen
As firms think about their growth strategies for the next five years, many are no doubt considering how to face a number of
business challenges, such as: • Increased competition from traditional law firm competitors but also emerging competition
from other sectors • Leveraging your experience and institutional relationships to innovate and exploit new opportunities
and drive profitable growth • Clients that are more demanding and focused on the value on the value they can derive from
advisers beyond pure legal advice Firms must respond to these challenges with greater urgency as the pace of change
accelerates – those that don’t continually innovate and adapt are being left behind. In our increasingly digital world, one of
the best enablers of change is the use of information and technology to support business decisions. In this session we will
explore three key areas where both can be applied more strategically: business development, business acceptance, and
business intelligence processes.
PLAZA SUITE 9
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