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May 09, 2017 version

Tracker Summit Schedule

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CurriculumThe following is the most current Tracker Summit at VANTAGE 2017 curriculum (updated on May 09, 2017). New sessions will be added over the next few

weeks. Be sure to bookmark this web page and revisit for the most current schedule.

Sessions are listed as follows:

Foundational

Advanced

Strategic

General

Schedule grid:

A quick reference schedule grid is located after the sessions list. Jump to the schedule grid »

11:00 am – 12:00 pm

2:15 pm – 3:15 pm

3:45 pm – 4:45 pm

9:00 am – 10:00 am

10:30 am – 11:30 am

FOUNDATIONAL

MONDAY, JUNE 5, 2017

Invoicing Best Practices Foundation

Presented by Christiane Bayor and Alisha Marthaler

Come learn how to build upon your current invoicing foundation. This sessiondiscusses best practices for getting �rms to submit LEDES invoices, task and expensecode best practices, and changing management around billing guidelines. Resourcesavailable to help you with billing guideline drafting or revisions will be identi�ed. We'llcover strategies for providing guidance to �rms on billing expectations, and ways totrack and report cost savings from billing policy enforcement. Come �nd out aboutnew and planned Tracker features that will enable greater billing guidelineenforcement in the future.

JACKSON

Reporting Foundation

Presented by Alisha Marthaler and Briana Renzetti

Tracker reports and dashboards help you and your business partners gain thebusiness intelligence needed to make accurate data-driven decisions. Join this sessionto learn about new and planned Tracker features that will further enhance your abilityto provide metrics to your business.

JACKSON

Timekeeper Rate Review

Presented by Christiane Bayor and Jane Fronczak

Join this session to learn how to improve timekeeper rate management, and maximizeyour company's savings, with Timekeeper Rate Review. We will provide you with abetter understanding of this industry-leading tool and help you take control oftimekeeper rate management. We will also discuss new and planned features to helpyou better achieve your rate management objectives.

JACKSON

TUESDAY, JUNE 6, 2017

Budgets and Accruals

Presented by Jane Lee and Briana Renzetti

Come learn how to gather and report �nancial information more e�ciently. Thissession will provide you with useful tools to better predict and manage legal costs.Additionally, you'll learn about new work�ow features related to reviewing andapproving �nancial data.

JACKSON

Matter Management, Documents & Contracts

Presented by Amy Perrin and Shantel Pieratt

Learn how to move beyond e�ective invoicing to next-level matter management. In thissession, we will discuss existing, new and planned matter management features. We'llalso dig deep into how these features will help your legal team organize and search forkey documents and contracts.

JACKSON

1:45 pm – 2:45 pm

11:00 am – 12:00 pm

2:15 pm – 3:15 pm

3:45 pm – 4:45 pm

9:00 am – 10:00 am

New Tracker Coordinators

Presented by Ofoe Canacoo and Dan Foster

This session covers what I wish I knew when I started, including a view into the law �rmside of Tracker. Come listen to a panel of experienced Tracker Coordinators discusslessons they've learned – the hard way – and learn how to avoid uneeded pitfals.

JACKSON

ADVANCED


Key Metrics to Manage Legal Spend

Presented by Fred Paulmann, Founder, Counsel Management Group

The Counsel Management Group, a Summit sponsor who specializes in helpingcorporate legal departments implement more e�ective fee structures, will lead thissession focused on using metrics to drive successful outcomes and achieve greatervalue.

FLAGLER & GILCHRIST

The Legal Tracker Report

Presented by Carly Toward and Dan Foster

This session highlights legal department trends and insights available with the newquarterly Legal Tracker Report. Gain an understanding of the initiatives your peers arefocused on and how they are achieving success.

FLAGLER & GILCHRIST

Making Analytics, Dashboards and Reports Actionable

Presented by Sam Toward and David Kero

Learn how to maximize your use of Tracker's dashboards and report, and the availableinformation. In developing dashboard functionality, we've learned a lot about how legaldepartments identify business intelligence needs, who the key stakeholders are, andhow to implement impactful BI solutions. In this session, we will unveil, analyze anddiscuss the results of these �ndings. Be sure to bring your laptop!

FLAGLER & GILCHRIST


Enabling Data-Driven Decision-Making: from 1.0 to 3.0

Presented by Bobby Sands

Legal analytics are quickly advancing from the early days of spreadsheet manipulationto current trends of leveraging big-data business intelligence tools. This session willfocus on recent developments in legal analytics. Participants will discuss key metricsdriving decisions in their legal departments, describe their journey to greater datadriven decisions, and share successes and challenges along the way.

FLAGLER & GILCHRIST

10:30 am – 11:30 am

1:45 pm – 2:45 pm

11:00 am – 12:00 pm

2:15 pm – 3:15 pm

3:45 pm – 4:45 pm

Quick Matter Create Hands-on Training

Presented by Sam Toward and Jen McIver

A major 2017 feature is the ability to use a rules engine to automatically populatematter pro�le �elds. This powerful feature enables faster matter creation, cleaner datafor more accurate reporting, and a better user experience. Come unlock the power ofthis feature with hands-on training. Be sure to bring your laptop!

FLAGLER & GILCHRIST

Integrations - Know Your Options!

Presented by Michael Heikka, Ross Hughey, and David Kero

If you aren't connecting Tracker to your other applications, this session is for you! It willprovide you with a better understanding of the possibilities available when connectingTracker to your other applications such as AP Integration, Currency Exchange,Accounting Codes, and Legal Holds.

FLAGLER & GILCHRIST

STRATEGIC


International Roll-out

Presented by Jen McIver and Shantel Pieratt

An e�ective international roll-out requires planning, grasping local tax requirementsrelated issues and understanding key Tracker features. In this session, we will discusscritical roll-out issues, and how to e�ectively plan and resource a roll-out project.Additionally, we'll cover e�ective internal and external messaging.

HAMILTON & INDIAN RIVER

Diversity Initiatives

Presented by Jane Lee and Ofoe Canacoo

Learn and discuss strategies for e�ective management of your diversity initiative,including how Tracker's industry-leading Timekeeper Rate Review feature can help youimplement and track an e�ective diversity initiative. These strategies will put your legaldepartment at the forefront of your corporate diversity initiative.


The Ad-VANTAGEs of Good Legal Procurement Practices

Presented by Patrick Kelley and Ethan Patashnik

Looking for new strategies to help you take advantage of the "buyer's market" in legal?This session will dive into situations where cutting edge procurement strategies havebeen implemented to reduce legal fees. We will include strategies and tools employedby legal and procurement departments, including hourly rate negotiation strategies,RFP’s, reverse auctions, AFA’s, preferred panels and more.


9:00 am – 10:00 am

10:30 am – 11:30 am

1:45 pm – 2:45 pm

12:45 pm – 1:45 pm

12:30 pm – 1:30 pm

3:15 pm – 4:15 pm


Process E�ciency Group Discussion

Presented by Patrick Kelley and Stephanie Je�ery

Join this session to share, and learn from other clients, about key e�ciencies gained inlegal departments - whether directly related to Tracker, another technology solution, orsimply a process change. This discussion covers Tracker and other technologysolutions, process changes and management, and more.


Legal Ethics, Cyber Security & Compliance

Presented by Michael Heikka, Dan Bodnar, and Anne-Marie Scollay

Join the conversation and learn how other companies are tackling today's growingsecurity issues. We'll discuss what threats companies are worried about and how legaldepartments are partnering with their �rms and internal stakeholders to mitigate risks.Additionally, you'll see what can you expect from Tracker in the future as we partnerwith you to ensure secure solutions.


What Is Next For Legal Operations?

Presented by Wa�k Guirgis, Managing Director, HBR Consulting

Legal Operations has moved from an innovative idea to a key stakeholder for manylegal departments. In this session, HBR Consulting will lead a discussion on strategieslegal departments are employing to expand their legal ops teams, new roles that arebeing developed, and how to leverage Tracker data to demonstrate the value deliveredby the legal operations function.


GENERAL


Optimization Panel

Moderated by John Han

Hear from a panel of Tracker clients who have made signi�cant improvements in howthey use Tracker to provide value to their business. Don't miss this Summit highlight!

CITRUS, COLLIER & COLUMBIA


Change Management Panel

Moderated by Shane Rooney

Hear from a panel of Tracker clients who have implemented signi�cant changemanagement programs for their legal departments.


Executive Q&A Panel

Presented by Eric Ruud, Eric Sudgen, Elisabet Hardy, Myles Van Leuven, Dan Bodnar, andCarly Toward

Come ask the Executive Team all the questions you have about all things Tracker.


May 09, 2017 versionSESSION SCHEDULE GRID


11:00 am

|

12:00 pm

Foundational

Invoicing Best Practices Foundation

JACKSON

Advanced

Key Metrics to Manage Legal Spend

FLAGLER & GILCHRIST

Strategic

International Rollout


12:45 pm

|

1:45 pm

General

Optimization Panel


2:15 pm

|

3:15 pm

Foundational

Reporting Foundation

JACKSON

Advanced

The Legal Tracker Report

FLAGLER & GILCHRIST

Strategic

Diversity Initiatives


3:45 pm

|

4:45 pm

Foundational

Timekeeper Rate Review

JACKSON

Advanced

Making Analytics, Dashboards andReports Actionable

FLAGLER & GILCHRIST

Strategic

The AdVANTAGEs of Good LegalProcurement Practices



9:00 am

|

10:00 am

Foundational

Budgets and Accruals

JACKSON

Advanced

Enabling DataDriven DecisionMaking:from 1.0 to 3.0

FLAGLER & GILCHRIST

Strategic

Process Efficiency Group Discussion


10:30 am

|

11:30 am

Foundational

Matter Management, Documents &Contracts

JACKSON

Advanced

Quick Matter Create Handson Training

FLAGLER & GILCHRIST

Strategic

Legal Ethics, Cyber Security &Compliance


12:30 pm

|

1:30 pm

General

Change Management Panel


1:45 pm

|

2:45 pm

Foundational

New Tracker Coordinators

JACKSON

Advanced

Integrations Know Your Options!

FLAGLER & GILCHRIST

Strategic

What Is Next For Legal Operations?


3:15 pm

|

4:15 pm

General

Executive Q&A Panel


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