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2007 EVENTS:
9/25/07
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Webinar Event: Streamlining Your Electronic Billing
September 25, 2007
11:00 a.m. Pacific / 2:00 p.m. Eastern
Presented by Alan Corcoran

Are you spending a disproportionate amount of time complying with Electronic Billing requirements?  Have you had invoices rejected because they were not submitted in accordance with the time guidelines set by the EDI vendor?  Are you worried about the Electronic Bill files "slipping through the cracks"?  If you'd like to reduce the time involved in submitting electronic bills, increase your visibility into the relative number of outstanding bills, and gain insight into common causes of rejection this tutorial may be of interest. During this 60-minute session we'll be discussing how template functions, Elite's VBA integration and Intranet programming can assist with the EBT compliance.

Issues To Evaluate:

  • Control and security of EBI invoices
  • Tracking of submissions, rejections and related deadlines
  • Tracking of vendor and client compliance
  • Efficiency of file generation

Processes To Consider:

  • In-line as well as after the fact file generation
  • Integrated Electronic Billing Options for Billing Operators
  • Integrated logging/tracking software
  • Separation of generating responsibility from monitoring responsibility
8/17/07 & 8/28/07
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Webinar Event: Leveraging Business Intelligence Systems To Manage A Partner's Performance, Compensation and Expectations
Friday, August 17th
Tuesday, August 28th
11AM Pacific / 2 PM Eastern
Presented by Jeff Suhr

8/20/07
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ILTA '07: Education, Collaboration and Connections: The ILTA Universe!
August 20 - 23, 2007
Grande Lakes Resort
Orlando, FL

6/26/07
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Elite '07: Win - Wynn: Achieve Competitive Edge
June 26 - 28, 2007
Wynn Las Vegas
Las Vegas, NV
See SLIDESHOW

Please be sure to stop by our booth to pick up your Las Vegas survival kit and acquaint (or reacquaint) yourself with our sales and development team. Throughout the conference Jeff Suhr and Bill Marquino will be presenting various demos on IntelliStat, our business intelligence software including its budgeting & forecasting module and Partner/Attorney evaluation system. Mary Beth Ottley along with Account Managers Jessica Quesada and Saul Himelfarb will be on-hand to answer any other questions you have regarding the Elite system.

See you at the conference, first booth on the right when you enter the exhibit hall.

At The Conference:
Leveraging Business Intelligence Systems To Manage A Partner's Performance, Compensation and Expectations
Wednesday, June 27, 2007 from 10:00 - 11:30 am
Presented by Jeff Suhr

If you ask any financial director/administrator of a law firm, "What is the most challenging part of your role in the firm?" A popular answer might be, "Trying to manage all of my many bosses.the partners." What makes the legal industry so unique is that the "partner" often serves a dual role as both a "key producer" as well as an "equity owner". Therefore, the financial director is essentially tasked with managing, measuring, evaluating and forecasting the financial performance of his/her boss(es). This scenario exists in few industries outside of the Legal Industry.

This situation has existed for many years. However, advances in Business Intelligence technology have helped reduce the strain of these tasks on financial administrators by helping to automate some of these functions. This session will focus on how firms can leverage this technology to help measure partner performance, determine equitable "performance based" compensation while also helping to set future profit expectations. You will also learn how firms are adopting a "self service" strategy that brings this key financial performance information directly to the partner, and increases profitability as a result.

About the Presenter:
Jeff Suhr, Senior Product Specialist for Data Fusion's IntelliStat Business Intelligence Suite, has spent ten years at ADERANT (Formerly Solution 6, Keystone Solutions and Barrister Information Systems) in numerous roles supporting the company's Business Intelligence and Practice Management offerings. In this capacity, he plays an instrumental role in determining the future direction of the IntelliStat offering. Jeff has been recognized as an authority on using Business Intelligence systems to facilitate Financial Budgeting and Forecasting functions as well as Profitability analysis. He maintains in-depth knowledge on a number of Legal Practice Management Applications (Elite, CMS and Javelan) as well as HRIS and Payroll applications (ADP, Ultipro, Ceridian).

5/24/07
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Webinar Event: IntelliStat Financial Planning
May 24, 2007
11:00 a.m. Pacific / 2:00 p.m. Eastern
Presented by Jeff Suhr

Every year law firms throughout the world embark on the annual task of preparing their financial operating plan. This complicated series of events involves the chaotic mass collection of conflicting wishes, wants and needs from resources all over the firm.

Give us one hour to illustrate how the powerful planning and modeling tools of IntelliStat Financial Planning can be deployed at your firm to streamline the budgeting process through automation.

You Will Learn:

  • Best Practices for managing annual budgets in a distributed environment without the need for Excel
  • How to financially model the employees of your firm to systemically account for compensation, payroll taxes, benefits as well as "cash-based" revenue.
  • How to easily analyze "What if" scenarios with just a couple of clicks!
  • How to leverage web-based tools to help monitor and track variances throughout the year.

Who Should Attend:

  • Chief Financial Officers
  • Controllers
  • Financial Analysts
  • Human Resource Managers
  • Anyone who participates in the preparation of the Firm's financial operating plan
03/19/07
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DFTECHEXPO2007
March 19-21, 2007
The Westin South Coast Plaza
Costa Mesa, CA
See SLIDESHOW

This year we are pulling out all of the stops to bring all Thomson Elite users an educational event without peer. Our popular lectures and hands-on sessions have been extended to a full three-day schedule, we're expanding our updated curriculum and we are increasing our pool of teaching talent. Please set aside March 19-21, 2007 to once again join us for DFTECHEXPO2007 in Costa Mesa, CA. We are determined to build on the success of the previous two years and incorporate your feedback and ideas to make this a don't-miss event. With the announcement of 3E and other changes at Thomson, it is more important than ever to stay informed and educated on new developments within the Thomson Elite product family.

It is our mission to make the EXPO the best overall experience for learning, both from our industry experts and your peers in a dynamic, yet intimate environment. We are confident that our mix of independent industry experts and focus on tangible knowledge transfer will be well worth the time invested.