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Synopsis

This is a two-day comprehensive technical overview of the Elite Professional Billing System (EPBS) database tables. The Elite system includes over 500 tables, including master files, transaction tables and summary files. This course provides an organized approach to getting the information you need from the right tables in the most efficient manner. The course is designed for programmers and technical staff from your firm's Accounting and Information Technologies departments. No knowledge of any particular programming language is required, but it is assumed that participants will be familiar with database query and reporting basics. This is an ideal course for technical staff that would like to dramatically increase their ability to produce custom reports, construct ad-hoc inquiries and present integrated financial information. Topics to be covered include:
  • Review of Law Firm Financial Reporting Concepts
  • Overview of Key Tables (Master Files, Transaction Files & Summary Files)
  • SQL Examples
    • Master Files
    • Time/Cost
    • Ledger Table
    • Summary Tables
    • FMS Tables
  • Working with Historical Data
  • Multi-Currency
  • Effective use of Data Warehousing
  • Balancing EPBS to FMS

View Sample Agenda

Course Feedback

"Excellent trainer with a very upbeat and engaging style of teaching. I'd definitely take another class taught by him and would most certainly recommend him to others."
  Steven Schroeder
  Accounting Help Desk
  Dickinson Wright PLLC

"Excellent class, great way to jump start education about the back-end of Elite. Showing sample data was very helpful e.g. screen shots of tables, I would add even more."
  Jack Naqvi
  Littler Mendelson

"Gary is excellent! He is interesting, knowledgeable, and personable. It is not an exciting subject but he made me not want to miss a moment."
  MaryBeth LaMendella
  Elite Administrator
  Proskauer Rose

"You are well versed in this subject & able to teach it so everyone can understand."
  Ellen DeRosa
  Financial Accounting Manager
  Ice Miller
  Indianapolis, IN

"The content & teaching were excellent and I have come away with valuable knowledge that I will be able to use immediately."
  Todd MacDougall
  Senior Financial Analyst
  Dechert LLP
  Philadelphia, PA