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VANTAGE Las Vegas will feature sessions focused on 3E, eBillingHub, and ProLaw as well as featuring legal software industry leaders, roadmaps, and more!
The schedule is subject to change.
Schedule & Curriculum
Monday, May 13, 2024
| Registration Hours | 7:30 am – 7:30 pm | Registration Counter 2 |
| Engagement Zone | 1:00 pm – 5:15 pm | Lafite/Latour Promenade |
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1:00 pm – 3:00 pm |
3E APIs and Integrations Presented by Young Kim & Recep Ulgen This session will provide a deep dive into the 3E APIs and integrations, including the API strategy and best practices on what to use when. There will also be real-time demonstrations. 3E Technical Lafite Ballroom 1 Innovation: Extending 3E with Microsoft Power Platform Presented by Sandeep Gupta & Saar Karni This in-depth session will include an overview and examples of using the Microsoft Power Platform and how it can be used to extend 3E. In addition, the team will demonstrate how to build an app in an hour. 3E Technical Lafite Ballroom 3 3E Reports and Metrics Presented by Ruben Linero Join us as we explore configuration, scheduling, and metric retention setups and best practices for 3E Reports and Metrics. Make the most of the highly versatile metric presentations to easily mine your data and provide quick and meaningful result sets. 3E Lafite Ballroom 6 ProLaw Reports – Advanced Report Writing Presented by Mike Northway This in-depth session is designed for advanced SSRS report creators and will explore options outside of the ProLaw standard default options. We will discuss creating new reports from scratch using the Lookup and Lookupset expressions and how to export report data into complex Excel workbooks. ProLaw Lafite Ballroom 7 ProLaw Reports – Introduction Presented by Shaunna Johnson During this in-depth session, we will review the basics in customizing SSRS report formats by navigating the new SSRS report viewer and design module. Basic skills such as changing the report appearances will be reviewed. ProLaw Lafite Ballroom 9 |
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3:15 pm – 5:15 pm |
3E Business Intelligence Presented by Saar Karni, Val Chernyak & Adil Gandhi Take an in-depth dive into how to make the most of 3E Business Intelligence tools. This session will provide a comprehensive overview of where to find answers when you need them within 3E metrics, Data Insights, and Advanced Financial Solutions. 3E Lafite Ballroom 1 The World of 3E Templates Presented by Matt Klem & Pette Chappell, DatoLite During this in-depth session, in the first hour, we will start with a general overview of 3E Templates and the key role this solution plays in document automation. We will then discuss integrations including DMS and imaging, and walk through a demo of seeing the software in action. In the 2nd hour of the session, we will focus on more advanced topics such as modifying templates in the cloud and extending functionality via Power Automate. The session will end with a discussion on leveraging 3E Templates as a data transformation and distribution tool, unlocking capabilities beyond its stock functionality. 3E Lafite Ballroom 3 Accessing Your 3E Cloud Data Presented by Young Kim, Recep Ulgen, Sandeep Gupta, Elite & Richard Roy, minisoft During this in-depth session, join us as we walk through several real-life scenarios for accessing 3E data in the cloud. 3E Cloud Lafite Ballroom 6 Master Class: Maximizing the Value of Your Data Presented by Graham Moore, Katchr This in-depth session will focus on the value of your ProLaw Data, including:
ProLaw Lafite Ballroom 7 ProLaw Reports – Modifying Statement Formats Presented by Mike Northway During this in-depth session, we will review the process of customizing the ProLaw default statement format, including how to add custom fields, adjust visibility properties, and create complex headers. ProLaw Lafite Ballroom 9 |
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5:30 pm – 7:30 pm |
VANTAGE Welcome ReceptionLatour Ballroom |
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Tuesday, May 14, 2024
| Registration Hours | 7:30 am – 6:30 pm | Registration Counter 2 |
| Expo Hall Hours | 8:00 am – 5:30 pm | Latour Ballroom (Closed during Keynote) |
| Elite Booth & Demos | 8:00 am – 5:30 pm | Latour Ballroom (Closed during Keynote) |
| Engagement Zone | 8:00 am – 5:30 pm | Lafite/Latour Promenade (Closed during Keynote & Lunch) |
| Learning Zone | 11:15 am – 5:30 pm | Latour Ballroom (Closed during Lunch) |
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8:00 am – 8:45 am |
Networking BreakfastLatour Ballroom |
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9:00 am – 11:00 am |
Elite KeynoteAs we officially open VANTAGE, hear from Mark Dorman, CEO about the exciting developments at Elite and how these initiatives will support your business. Leaders from the Product, Technology, and Global Services organizations will provide updates and the session will close with a customer panel talking about the opportunities ahead of the legal technology industry, and how their firms are adapting and growing. There will be a short intermission during the Keynote. Lafite Ballroom 5 |
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11:15 am – 11:45 am |
Networking BreakLatour Ballroom |
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11:45 am – 12:45 pm |
Security and User Access in 3E Presented by Val Chernyak & Sandeep Gupta This session will include an overview of process level security in 3E, including features, behavior, and implementation of user, role, and security setups. 3E Lafite Ballroom 9 Preparing Your Firm for 3E Presented by Karen Buckland A successful 3E implementation starts now with you! Join this session to learn the 20 steps you can take to prepare your firm and your data in advance of meeting your 3E implementation team. Discuss business goals, process improvements, change management and more. 3E Lafite Ballroom 3 Paying the Bills: Maximizing the AP Capabilities of 3E Presented by Courtney Markham & Lyndsey Nations Managing your book of business can be challenging. Attend this session where our most experienced colleagues will share best practices for managing accounts payable (AP) in 3E, including tips and tricks to make AP processing faster, easier, and more accurate. 3E Lafite Ballroom 4 Elite Innovations – from Chaos to Compliance Presented by Jerid Dupier, Ahad Shafiq & Gerry Lattimer Interested in a sneak peek at what Elite has been working on? Join this session to hear about new and exciting AI innovations coming in 2024 around compliance, time, and insights. 3E eBillingHub Lafite Ballroom 6 Connect Four: Strategic Links between Systems, Knowledge, Data and People Presented by Justin Farmer, Harbor As your law firm migrates 3E and other enterprise applications to the Cloud, four key aspects of connectivity emerge: integrating systems, accessing expertise, converging data, and enabling attorneys to interact with business applications. To ensure a high-performing IT infrastructure that drives efficiency, mitigates risks, and improves profitability, flexible and scalable solutions are essential in each of these areas. This interconnected network forms the foundation of 3E as a platform for your firm's growth, seamlessly supporting operations whether on-premises, in the Cloud, or during a transition journey in between. 3E Partner Lafite Ballroom 1 ProLaw General Session Presented by Charlene Davidson, Thomas Plock & Julian Cortez Join us during this session as the ProLaw team discusses recent updates and new ProLaw partner integrations. ProLaw Lafite Ballroom 7 |
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12:45 pm – 1:45 pm |
Networking LunchLatour Ballroom |
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1:45 pm – 2:45 pm |
3E Proforma: Now, Next, and Future Presented by Courtney Markham & Mithat Mese Learn about the new enhancements, highlighted features, and future roadmap of 3E Proforma. 3E Lafite Ballroom 1 3E Essentials Presented by Virginia Gleason & Martine O'Day 3E Essentials is here! Learn about our new best practices-based financial management solution, preconfigured for your firm. 3E Essentials enables your teams to drive operational efficiency in day-to-day timekeeping/billing and get the strategic visibility you need to make timely, accurate business decisions. Learn how you can go from signature to go-live in less time and with less cost. 3E Cloud Lafite Ballroom 7 Customer Spotlight: Are You Ready to Unlock the Power of the 3E in the Cloud? Presented by Bim Dave, Nikki Fligel, Zuzanna Mikelsons & Kiran Gill, Helm360 This session shines a spotlight on real-world experiences, first-hand from firm leaders who have partnered with Helm360 to implement Elite 3E. These firms are in different stages of the implementation process and they'll share details about their reasoning for making the move (or not), their journeys, the challenges they overcame, the remarkable results they've achieved and how Helm360 helped each step of the way. Whether you are ready for cloud, are still undecided or are unsure you want to take the leap, don't miss this opportunity to gain valuable insights and practical strategies that can help with your own firms' decision. 3E Partner Lafite Ballroom 3 eBillingHub Product Roadmap Presented by Ahad Shafiq & Erin Lavery Join us for a look at the short- and long-term product roadmap plans and key enhancements for eBillingHub. eBillingHub Lafite Ballroom 6 Understanding ProLaw Supported Technologies and System Requirements Presented by Andres Ranieri & Greg Riggs High-level explanations of the ProLaw supported technologies, including system requirements will be outlined during this session. We will discuss why these requirements are needed, and we will help you better understand these technologies for your firm’s setup. With this knowledge in hand, we will go over how to best organize your firm's ProLaw environment, including customizations, SQL/Server specs, triggers, and reports. ProLaw Technical Lafite Ballroom 4 Best Practices for Supporting Remote ProLaw Users Presented by Andrew Cole Remote access to ProLaw is critical in staying connected to the firm's clients as well as the interal workflow at the firm. In this session, we will outline the technical requirements for accessing ProLaw data remotely as well as entering time from mobile devices. ProLaw Technical Lafite Ballroom 9 |
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3:00 pm – 4:00 pm |
Tips & Tricks for Moving to the Cloud Moderated by Donna Kendall Need help convincing your firm you are ready for the cloud? Join us for a tips and tricks session focused on the benefits when you get to the cloud. 3E Cloud Lafite Ballroom 7 End-to-end Billing, including eBillingHub Presented by Ahad Shafiq, Gerry Lattimer & Courtney Markham This session will cover the available capabilities for an efficient end-to-end billing flow from time entry to invoice generation and submission, including e-billing and status checking. We will also cover exciting things in store for future development. 3E eBillingHub Lafite Ballroom 6 ProLaw Back Office Tour Presented by Danielle Marty Whether you are new to ProLaw or just want a refresher, this session will provide an overview of several back office features. ProLaw Lafite Ballroom 4 Leverage Your ProLaw Data and Extend Your Reporting Capabilities Presented by Graham Moore, Katchr In this session, we will show how to unlock the data in ProLaw to provide improved financial performance, increase accountability and decrease risk. We will also demo the potential of a fully integrated Business Intelligence dashboard which leads to faster and better financial decisions. ProLaw Lafite Ballroom 1 ProLaw Front Office Tour Presented by Mike Northway Whether you are new to ProLaw or just want a refresher, this session will provide an overview of several front office features. ProLaw Lafite Ballroom 9 ProLaw Remote Access – Technical Discussion Presented by Andrew Cole & Greg Riggs Remote access to ProLaw is important in staying connected with your clients and internal workflow. In this session, we will explore the technical requirements for the different solutions to accessing ProLaw data and time entry from your mobile devices and laptops. Topics covered will center around ProLaw Mobility, Portal, and Matter View. ProLaw Technical Lafite Ballroom 3 |
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4:00 pm – 4:30 pm |
Networking BreakLatour Ballroom |
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4:30 pm – 5:30 pm |
How to Prepare Your Firm for a Successful 3E Migration from On-prem to the Cloud Presented by Mark Gendein & Marcus Huddleston A successful migration to 3E in the cloud from 3E On-prem is dependent upon a well-defined and detailed strategic plan for the implementation. During this session, Professional Services experts will discuss how to prepare and plan for a 3E in the cloud migration, best practices learned, how to avoid pitfalls, and tips for ensuring a successful on-prem to cloud migration project. 3E Cloud Lafite Ballroom 1 3E Workflows – Putting Them to Work Presented by Martine O'Day & Mithat Mese Learn how to manage workflows to automate 3E functions. 3E Lafite Ballroom 3 Time Management with 3E Presented by Gerry Lattimer & Recep Ulgen Discover how you can improve the time entry experience with 3E Workspace and Always-on Time. 3E Lafite Ballroom 6 Customer Panel – Strategies for Success in E-billing Moderated by Ahad Shafiq & Erin Lavery Hear from your colleagues on how they have adopted successful e-billing strategies using eBillingHub. eBillingHub Lafite Ballroom 7 ProLaw Suite Basic Troubleshooting Presented by Andres Ranieri This class is designed to assist in common troubleshooting scenarios spanning the ProLaw Desktop, ProLaw Suite, and ProLaw Groupware Agent. We will delve into startup issues, reading log files and where to find them, and when all else fails the best way to file a support ticket. ProLaw Technical Lafite Ballroom 4 ProLaw Workspace Presented by Charlene Davidson & Thomas Plock This session will provide an overview of ProLaw Workspace and Paperless Proforma. Workspace is built for attorneys and legal staff to complete tasks more efficiently and with fewer clicks from a web browser. Paperless Proforma allows timekeepers to easily route and edit pre-bills via this intuitive, browser-based pre-bill distribution and mark-up solution. ProLaw Lafite Ballroom 9 |
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Wednesday, May 15, 2024
| Registration Hours | 7:45 am – 3:00 pm | Registration Counter 2 |
| Expo Hall Hours | 7:45 am – 3:00 pm* | Latour Ballroom |
| Elite Booth & Demo Suites | 7:45 am – 3:00 pm* | Latour Ballroom |
| Learning Zone | 7:45 am – 3:00 pm* | Latour Ballroom |
| Engagement Zone | 7:45 am – 3:30 pm* | Lafite/Latour Promenade |
*Closed during Lunch
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7:45 am – 8:30 am |
Networking BreakfastLatour Ballroom |
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8:30 am – 9:30 am |
3E Roadmap Presented by Jerid Dupier, Ruby Lee & Nicole Mayer Learn about the future direction of the 3E core business applications, including 3E Data Insights, 3E Templates, cloud capabilities, and more! 3E Lafite Ballroom 5 ProLaw SSRS Troubleshooting Presented by Shaunna Johnson This class is designed to assist in common troubleshooting scenarios for SSRS-based reports. We will look into such problems as report loss and how to recover them, the dreaded sub report error, and SSRS Permissions needs for users. ProLaw Lafite Ballroom 9 Leveraging Custom Tabs in ProLaw Presented by Tiam Deris, Helm360 Learn how to develop custom ProLaw input screens by following the five steps to good custom tab design. In this popular session, you will be given the tools you need to determine what information you should track, how to design a user-friendly interface, and how to create custom tabs in ProLaw. We will also cover how to set up Item Level Security for custom tabs. As your requirements change over time, learn how you can redesign custom tabs to meet your organization’s current business needs and growing sophistication. ProLaw Partner Lafite Ballroom 3 |
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9:45 am – 10:45 am |
3E in the Cloud Security Presented by Mark Gendein, Jason Gerk & Ruby Lee This session will outline the fundamental aspects of 3E cloud security. 3E Cloud Lafite Ballroom 1 Maximizing 3E Year after Year: Hear from Your Peers Moderated by Donna Kendall Have you been on 3E for over a year? This session is for you! Hear from a panel of 3E clients on how they continue to maximize their investment in 3E year after year. 3E Lafite Ballroom 7 Preparing for a Move to Elite’s Cloud Business Intelligence Tools Presented by Nicole Mayer & Brian Fields, Harbor If you’re thinking of moving from on-prem to cloud or advancing your firm's financial analysis, this session is for you. 3E Cloud Lafite Ballroom 6 Are You Maximizing Your Firm's Revenue and Collections? Join Us to Discover the Benefits of the New API Integration from LawPay and 3E Presented by Melissa Chambers & Marc Zazzaro, LawPay LawPay and Elite are excited to introduce the newest version of their 3E API integration, complete with enhanced security features, real time billing statuses, and a simplified setup process, all for no additional cost. As the payments landscape continues to evolve, the need for efficiency, security, and compliance has never been greater. Join us as we showcase the seamless integration of LawPay's cutting-edge payment technology with 3E's legal practice management system, enabling a frictionless and secure payment experience for law firms and their clients. 3E Partner Lafite Ballroom 3 Back Office Round Table Moderated by Danielle Marty Come join other back office users to share your best practices and burning questions. ProLaw Lafite Ballroom 4 Reports Round Table Moderated by Shaunna Johnson Come join other users to share your best practices and burning questions regarding SSRS reports. ProLaw Lafite Ballroom 9 |
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10:45 am – 11:15 am |
Networking BreakLatour Ballroom |
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11:15 am – 12:15 pm |
3E Billing: What's New Presented by Ruben Linero & Cindi Rodrigues Come see the new enhancements available in versions 3.0.0- 3.0.3, including Rate Exceptions by Time Types, Invoice Reprinting, continued eBillingHub integration, and more. 3E Lafite Ballroom 1 3E and Its Use of Emerging Technologies Presented by Mithat Mese & Recep Ulgen In recent years, new technologies have been incorporated into the 3E platform. During this in-depth session, we will discuss these technologies and how 3E is leveraging them to improve performance and provide new benefits for our firms. 3E Technical Lafite Ballroom 3 Tomorrow Is Now: An Interactive Q&A Focused on Trends You Can’t Ignore Presented by Jane Threlkeld, Don Gibson, Kathi Smith & Lynmarie Lane, Source With decades of experience implementing ELITE systems, a panel of Source Consulting Group experts will be addressing solutions to their clients’ most pressing system challenges. Which solutions are they considering today that will have an impact on their operations tomorrow? What should they be thinking about if they move to the cloud, or need an upgrade? How do they bridge the gap between reporting tools they may have now and reporting tools that partners will actually use? Participants will also be able to sign up for customized sessions with experts at Source’s booth (#122) during Expo hours. 3E Partner Lafite Ballroom 7 eBillingHub and 3E: Ensuring Customer Success Presented by Katy Zamparo & Emilee Roman Join us as the Implementation and Support teams review how to make the most of eBillingHub and 3E. 3E eBillingHub Lafite Ballroom 6 Technical Round Table Moderated by Greg Riggs & Andres Ranieri Come join other technical users to share your best practices and burning questions. ProLaw Lafite Ballroom 4 Front Office Round Table Moderated by Danielle Marty Come join other front office users to share your best practices and burning questions. ProLaw Lafite Ballroom 9 |
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12:15 pm – 1:30 pm |
Lunch & Closing SessionLafite Ballroom 5 |
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1:30 pm – 2:30 pm |
Getting Started with the New 3E Balancing Experience Presented by Courtney Markham & Lyndsey Nations Since 3.0, we've been adding new balancing functionality that simplifies the month-end balancing process. Join us for a review of the fundamental building blocks of the new balancing features, including mapping your sub-ledger to the GL and running comparison reports. 3E Lafite Ballroom 1 Elite's Next Generation of Cloud Intelligence Tools Presented by Nicole Mayer & Mark Gendein Learn about the latest technologies, such as the Data Lake, within the Elite portfolio that will enable you to analyze data sources beyond 3E financials. Unlock new insights and gain a more holistic view of your law firm's financial health. 3E Lafite Ballroom 3 GenAI-powered Pre-bill Solution to Cut Review Time and Increase Revenue Presented by Joey Perez & Mariam Hambarchyan, Zero Systems Hercules AI, powered by ZERO, introduces a GenAI-powered Revenue Optimization Platform used by large law firms to overcome diminishing realization rates and long WIP-to-cash cycles. Manual timekeeping, pre-bill reviews, and deduction appeals are burdening partners with hours of avoidable administrative drag. Policy Enforcement for pre-bill review utilizes local and secure LLMs (data never leaves your security perimeter) to extract and enforce billing rules and incorporates models trained on historical payment data. Firms increase realization rates by 6%, cut the review time in half, and realize immediate ROI. 3E Partner Lafite Ballroom 7 Maximize eBillingHub Vendor Integrations Presented by Emilee Roman & Erin Lavery Learn about some great integrations between eBillingHub and other software solutions that can help maximize your firm's investment. eBillingHub Lafite Ballroom 6 Importing Data into ProLaw (Data Portal) – Journals Import, Hard Cost Import, and Soft Cost Recovery Presented by Greg Riggs & Julian Cortez This session will provide an understanding of importing data into ProLaw using the Data Portal. We will cover Matters, Contacts, and Journal Entries. ProLaw Lafite Ballroom 4 Using Integrations to Unlock the Power of ProLaw Presented by Eddie Seas & Mike Northway During this session, we will review some of the most popular ProLaw integrations and discuss the requirements, functionality, and outstanding benefits they provide. ProLaw Technical Lafite Ballroom 9 |
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2:45 pm – 3:45 pm |
The World of 3E Billing Scenarios Presented by Lynn Bond & Cindi Rodrigues During this session, we will walk through multiple billing requirement scenarios and the potential impact to Realization, Profitability, and the General Ledger. 3E Lafite Ballroom 1 Accelerating Cloud Migrations Methodology Presented by Rich Gillepie & Derek Kelley This session will cover the step-by-step journey Elite will take your team on for successfully migrating your on-prem instance to the cloud. We will cover our project methodology, organizational readiness and best practices as you prepare for your cloud journey. 3E Cloud Lafite Ballroom 7 3E Extensions Showcase Presented by Young Kim & Recep Ulgen Discover what 3E Extensions are and how your firm can use them to extend 3E beyond the traditional IDE. During this session, we will highlight three Power Platform flows. 3E Lafite Ballroom 6 Looking at Data Beyond the Billable Hour to Boost Profitability Presented by Rob Stote, BigHand During this session we will share insights on how law firms are boosting their profitability and strengthening client connections by looking at metrics billable hour. We'll start with an overview of the latest trends in data-driven metrics, including evolving beyond the billable hour, increased transparency, changing client demands and the move to a commercial structure. BigHand Business Intelligence empowers hundreds of law firm offering insights into financial performance and enabling better-informed decisions. We’ll conclude with an overview of the all-new BigHand Business Intelligence Version 4.0, highlighting how firms can leverage information beyond the billable hour to enhance profitability and efficiency. 3E Partner Lafite Ballroom 3 Queries for the Intermediate User Presented by Julian Cortez Unlock the mysteries of queries as subject matter experts review how to create and maintain your firm's queries. ProLaw Lafite Ballroom 4 Let's Spend the Money: Accounts Payable through ProLaw Presented by Shaunna Johnson Get a general overview of creating check entries in ProLaw, including recurring Journal Entries, Void verses Spoiled, Manual checks, Journal Preference Settings Review, and general practice discussion. ProLaw Lafite Ballroom 9 |
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4:00 pm – 5:00 pm |
Our Favorite 3E Features Presented by Lyndsey Nations & Karen Buckland Join our front-line product subject matter experts to hear some of their favorite 3E 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. 3E Lafite Ballroom 1 3E Notify: Required Event Setups and Best Practice Configurations Presented by Virginia Gleason, Adil Gandhi & Thomas Plock Join this session to learn about the required setup and configuration for notifying events. 3E Lafite Ballroom 7 eBillingHub: Tips and Tricks for Common Case Types Presented by Erin Lavery & Nrupen Patel Members of the eBillingHub Support team will discuss common case types and how to resolve issues with minimal delay. eBillingHub Lafite Ballroom 6 Conflict of Interest Checks Presented by Eddie Seas For a firm to avoid conflicts of interest, it needs a good conflict of interest checking system. Find out how to leverage the ProLaw Conflicts of Interest checks as we review new ideas, best practices, and the new Global Search feature. ProLaw Lafite Ballroom 4 |
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6:30 pm – 9:30 pm |
VANTAGE Closing GalaXS Nightclub at Wynn Las Vegas |
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VANTAGE Mobile App
The VANTAGE mobile app is now ready!
The VANTAGE Mobile App has all of the latest information on everything VANTAGE. Plan your time at VANTAGE, build your own customized agenda, view session descriptions, speaker biographies and use the map to navigate the conference. To access the mobile app, you will need to know your registration reference number that was provided in the email confirming your VANTAGE registration. (e.g., 82346788). If you do not have this information, please contact Vantage@elite.com (make sure the email is an approved sender) and provide your name, email address and firm name.
Use these instructions to download and access the mobile app:
- Download the VANTAGE Mobile App using either the QR code or link:
- Either will bring you to the VANTAGE App landing page. Note: Aventri is the registration and mobile app host.
- Choose the version compatible with your mobile device.
- Tap the "Get" button or download icon.
- Open the app after installation.
- Select your push notification preferences.
- Enter the Event Access Code 296866 and tap GO.
- Log in using the following credentials:
Username = the email you used to register for VANTAGE
Password = the registration reference number provided in your VANTAGE registration confirmation email.
Once you have logged in you can view the full agenda and build your own customized agenda by selecting sessions and events you plan to attend.
