2015 Juris Conference Raising the Stakes on Firm Profitability!

Transcription

1 Monday, March 16, :30-8:30 a.m. Breakfast 8:30-8:45 Welcome - Jonah Paransky 8:45-9:45 Keynote - Linda Larsen 9:45-10:00 Break 10:00 11:00 Holistic Approach to Fundamentals Track Advanced Track Learning Labs & Utilization - Part 1 11:00-11:10 Break 11:10 12:10 p.m. Finance 101 in Juris and End of month (EOM) Best Practices Tyler Chapman & & Utilization - Part 2 12:10 1:30 Lunch 1:30 2:30 Product Update - Mike Baldwin 2:30 2:40 Break 2:40 3:40 Learn How to Use the Juris Bill Designer Juris Suite Business Intelligence: Using Alerts to Help Manage Your Firm Celeste Bradford 3:40-4:00 Break 4:00 5:00 Troubleshooting & Usability Tips in Juris Kathy Baker & Kimberly Britain Leveraging Business Intelligence (BI) within the Law Firm Mike Baldwin 6:00 - TBD Customer Event View Fundamentals Track descriptions View Advanced Track descriptions View Learning Labs descriptions

2 Tuesday, March 17, 2015 Fundamentals Track Advanced Track Learning Labs 7:15-8:30 a.m. Breakfast 8:30-9:30 Juris Suite Data Troubleshooting Techniques Kimberly Britain & 9:30-9:40 Break 9:40-10:40 Trust Accounting and Trust Workflow Key Metrics for Firms and How They Drive Profitability Tyler Chapman 10:40-11:00 Break 11:00 12:00 p.m. Fundamentals of Juris Suite Reporting How I Learned to Love Alternative Billing Arrangements (ABAs) Kathy Baker 12:00-1:00 Lunch Juris Suite Juris Suite 1:00 2:00 Bank Reconciliation-- Don t Let it Intimidate You Managing Accounts Payable in Juris Celeste Bradford & Kimberly Britain 2:00 2:10 Break 2:10 3:10 Juris Topic Café 3:10 3:30 General Closing and Prize Drawing View Fundamentals Track descriptions View Advanced Track descriptions View Learning Labs descriptions

3 Fundamentals Track s March 16 10:00-11:00 AM Holistic Approach to Finance 101 in Juris and End of month (EOM) Best Practices Tyler Chapman & Learn How to Use the Juris Bill Designer Troubleshooting & Usability Tips in Juris Kathy Baker & Kimberly Britain Juris Suite Trust Accounting and Trust Workflow March 17 11:00-12:00 PM Fundamentals of Juris Suite Reporting March 17 1:00-2:00 PM Bank Reconciliation-- Don t Let it Intimidate You Discover a holistic approach to debt collection, from the selection of new clients to successfully managing the debt collection process with the goal of lowering aging A/R. Learn the basics of Write-offs, Mark-ups, fee allocations, Realization reporting. Top 5 reports that help analyze firm health. Reports to run at month end to help find late or unsubmitted time & expenses. Over time, you may find your current billing templates just aren t meeting your needs. Learn how to create your own bill templates from scratch or how to edit your existing templates by learning the fundamentals of how the Juris Bill Designer works. Best Practice recommendations for managing several features in Juris. Unposting bills and the impact on reporting, Adjusting Cash Receipt entries, Managing open and closed matters and matter status, Effective use of fee schedules. Managing the time entry process at your firm can be daunting. Learn about creating compliance rules, grid layouts, filters and teams that will enable your timekeepers to record and review time quickly. An in-depth look at best practices for trust accounting from a LexisNexis firm accounting expert. If your firm utilizes or is considering the Juris Suite Reporting module, acquaint yourself with the features that set it apart from Juris Core, including flexible parameters, analysis tools and the ability to edit. Don t be intimidated by bank statement reconciliation. Juris accounting expert Stan Graham will lead you through bank recs step-by-step.

4 Advanced Track s March 16 10:00-11:00 AM & Utilization - Part 1 & Utilization - Part 2 Juris Suite Business Intelligence: Using Alerts to Help Manage Your Firm Celeste Bradford Leveraging Business Intelligence (BI) within the Law Firm Mike Baldwin Data Troubleshooting Techniques Kimberly Britain & Sept. 17 9:40-10:40 AM Key Metrics for Firms and How They Drive Profitability Tyler Chapman March 17 11:00-12:00 PM How I Learned to Love Alternative Billing Arrangements (ABAs) Kathy Baker March 17 1:00-2:00 PM Managing Accounts Payable in Juris Celeste Bradford & Kimberly Britain Part One of this two-part session will look at profitability, what it means and how to maximize it. We ll look at the revenue and expense sides of the equation, where to focus your efforts first, and how to use Juris reports to guide strategy. Part Two of this two-part session will be a hands-on look at the metrics that drive realization and utilization, using standard Juris Suite reports, and how those directly affect profitability. Use automatic notifications to help stay on top of your billing, collections and budgets. Learn about alerts and distributed reports. Attendees will receive a free TimeCop report for Juris Suite. Discover how to tap into and utilize the power of the data your law firm already has to operate smarter, more efficiently and ultimately more profitably. Manage the transformation of key reporting data into real-time, powerful dashboards. Explore ways to affect your financial outcomes before it s too late. Accounts out of balance? Reports don t match? Time missing from prebills? We ll look at some data troubleshooting techniques to help you manage your firm. Attendees will receive two free Juris Suite troubleshooting reports. Learn what key metrics to keep an eye on, how they drive profitability and how to move them in the right direction. This session will focus on reports and data points that can drive firm improvement. A hands-on look at using Alternative Billing Arrangements successfully as part of your standard billing cycle. Learn best practices for managing payables in Juris, including payment on receipt, net terms and discounts. Attendees will receive a free Juris Suite report, Open Invoices by Bill Status.

5 Learning Labs s Juris Suite Juris Suite If your firm utilizes, or is considering the Juris Suite Collections module, practice setting up and using available tools including collection letters, activity tracking and reporting. If your firm utilizes, or is considering the Juris Suite Collections module, practice setting up and using available tools including collection letters, activity tracking and reporting. Design a bill in the lab to practice using different elements of the Bill Designer. Then take your experience back to the office to update your existing templates, or create brand new ones. Design a bill in the lab to practice using different elements of the Bill Designer. Then take your experience back to the office to update your existing templates, or create brand new ones. Practice designing rules, layouts, and filters that will enable your timekeepers to quickly enter time, send time to Juris, and catch errors. Practice designing rules, layouts, and filters that will enable your timekeepers to quickly enter time, send time to Juris, and catch errors. LexisNexis and the Knowledge Burst logo are registered trademarks of Reed Elsevier Properties Inc., used under license. Juris is a registered trademark of LexisNexis, a division of Reed Elsevier Inc. Other products or services may be trademarks or registered trademarks of their respective companies LexisNexis. All rights reserved.