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Monday, September 14
 

7:00am EDT

Breakfast
Monday September 14, 2026 7:00am - 8:00am EDT

Monday September 14, 2026 7:00am - 8:00am EDT
Atrium - Marriott Savannah Riverfront

7:00am EDT

Registration
Monday September 14, 2026 7:00am - 12:00pm EDT
Pick up your conference badge and swag bag, and get ready for an amazing Ignite experience! Our team will be on hand to welcome you, answer questions, and help you get oriented before the sessions begin.
Monday September 14, 2026 7:00am - 12:00pm EDT
Foyer / Pre-Function Area
  All

8:00am EDT

Exhibit Hall
Monday September 14, 2026 8:00am - 5:00pm EDT
Visit Ignite's Sponsors in the Exhibit Hall
  • 3545 Consulting
  • 4L
  • Affinity
  • Afinety
  • Ajax
  • Billables.ai
  • Cloudelligent
  • Corpay
  • Demand Pulse
  • Element
  • FileForms
  • First American Equipment Finance
  • Laurel.ai
  • Law Toolbox
  • Legal Tech Decoded
  • Matteroom
  • Net Documents
  • PointOne
  • Scan Logic
  • Zebraworks

Monday September 14, 2026 8:00am - 5:00pm EDT
Foyer / Pre-Function Area

8:15am EDT

Welcome to Ignite: Where Tradition Meets Transformation
Monday September 14, 2026 8:15am - 8:35am EDT
Jeff Steinberg, CEO of SurePoint Technologies, welcomes you to Ignite 2026 in historic Savannah, GA where our theme is "Where Tradition Meets Transformation." Honor what has made your firm great while embracing the bold shifts — modern data foundations, new business models, and AI-powered insight — that will define the next decade of legal practice. Connect with peers, sharpen your strategy, and set the tone for a transformative year ahead.
Speakers
avatar for Jeff Steinberg

Jeff Steinberg

CEO, SurePoint Technologies
Monday September 14, 2026 8:15am - 8:35am EDT
General Session Room - Savannah Ballroom A
  All

8:35am EDT

Navigating Ignite 2026: What's New, What's Next
Monday September 14, 2026 8:35am - 8:45am EDT
Right after the welcome session, join SurePoint's Chief Commercial Officer, Dan Hurley, for a fast-paced walkthrough of this year's Ignite experience in Savannah. We'll highlight the four 2026 tracks — Future of Firm Performance, Growth, Talent & Competitive Strategy, Technology, AI & Innovation, and Finance & Operational Excellence — and show you how to get the most value from every session, sponsor exhibit, and networking moment.
Speakers
avatar for Dan Hurley

Dan Hurley

Chief Commercial Officer, SurePoint Technologies
Monday September 14, 2026 8:35am - 8:45am EDT
General Session Room - Savannah Ballroom A
  All

8:45am EDT

Firm Performance in 2026
Monday September 14, 2026 8:45am - 9:00am EDT
The legal technology landscape has shifted from incremental updates to fundamental changes. In this strategic session, Olivia Mockel (Chief Brand & Market Strategy Officer) reveals how SurePoint's ecosystem is built for the next era of legal practice. Learn where the market is heading in 2026, how tradition and transformation coexist one ecosystem, and what's next for firms that want to lead, not follow.
Speakers
avatar for Olivia Mockel

Olivia Mockel

Chief Market Strategy Officer, SurePoint Technologies

Monday September 14, 2026 8:45am - 9:00am EDT
General Session Room - Savannah Ballroom A

9:00am EDT

The 5 Types of Wealth
Monday September 14, 2026 9:00am - 10:00am EDT
Join Sahil Bloom as he challenges the traditional definition of success and introduces a more holistic framework for a meaningful life. Through the lens of the five types of wealth—time, social, mental, physical, and financial—this session offers practical insights to help you rethink priorities, make better decisions, and invest in what truly matters.

This Keynote session is sponsored by Laurel
Speakers
Monday September 14, 2026 9:00am - 10:00am EDT
General Session Room - Savannah Ballroom A
  All

9:00am EDT

Headshot Station
Monday September 14, 2026 9:00am - 5:00pm EDT
Are you ready for your closeup? Get your professional headshot taken on site at Ignite on Monday, September 14 from 9:00am - 5:00pm in the Plaza Room. 
Monday September 14, 2026 9:00am - 5:00pm EDT
Plaza Room

10:00am EDT

SurePoint Expert Room, Sponsored by 4L
Monday September 14, 2026 10:00am - 5:00pm EDT

Monday September 14, 2026 10:00am - 5:00pm EDT
Expert Room - Savannah Ballroom E
  Expert Room

10:10am EDT

Leadership Track: Coaching Through Transitions: Leading Managing Partners, Lateral Moves & the AI-Era Firm
Monday September 14, 2026 10:10am - 10:55am EDT
Every managing partner in 2026 is leading through transition — AI reshaping the economics of legal work and complex partnership dynamics. David Sarnoff, ICF Certified Executive Coach, founder of Sarnoff Group, and co-author of Beyond the Courtroom (PLI Press, 2026), brings over two decades of executive coaching and search experience to the Managing Partner Lab. Drawing on his work coaching managing partners, GCs, and senior partners through the most consequential transitions of their careers, David walks through the coaching frameworks that actually move leaders forward: coaching yourself and your peers through the AI-era identity shift every senior lawyer is quietly wrestling with, succession planning that doesn't blow up partnership dynamics, and having the hard conversations with underperforming partners. Practical, candid, and built for the room — leave with a coaching toolkit you can use the moment you're back at the firm, and a sharper view of how to lead yourself and your partners through whatever 2026 brings next.
Speakers
avatar for David B. Sarnoff, Esq., ACC

David B. Sarnoff, Esq., ACC

Founder, Certified Executive Coach & Leadership Trainer, Sarnoff Group LLC
Monday September 14, 2026 10:10am - 10:55am EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA

10:10am EDT

Gold Sponsor Panel - Beyond the Timer: What's Actually Working (and Not) in AI/Passive Timekeeping
Monday September 14, 2026 10:10am - 10:55am EDT
Three leaders from the passive timekeeping space – Ajax, Billables AI, Laurel, and Matteroom- get candid about what's really happening when firms roll these tools out. Hear real success stories and real "what went wrong" moments, the rollout mistakes that create skeptics for life, how AI is reshaping outside counsel guideline compliance, and why this may be the lowest-risk, highest-ROI AI investment on your firm's roadmap. Come with questions, we'll leave time to put the panel on the spot.
Speakers
avatar for Steven Wang

Steven Wang

Founder, Matteroom
avatar for Nancy Jeng

Nancy Jeng

Co-Founder, Billables AI
Nancy Jeng is the co-founder of Billables AI, an automated time-tracking platform for lawyers and other professional service providers. Nancy spent the first decade of her career in the professional service industry, running communication strategy at several national advertising firms... Read More →
avatar for Debbie Foster

Debbie Foster

Chief Executive Officer, Affinity Consulting
Debbie Foster is a nationally recognized thought leader on efficiency and innovation in professional legal organizations. Having worked with law firms and legal departments since 1995, she combines her mix of strategic management and strong leadership skills to help them navigate... Read More →
avatar for Jack Weinberger

Jack Weinberger

Co-Founder and Co-CEO, Ajax
avatar for Robert Eyckmans

Robert Eyckmans

Enterprise Account Executive, Laurel

Monday September 14, 2026 10:10am - 10:55am EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

10:10am EDT

Gold Sponsor Session: The Renewal Reckoning: 5 Critical Questions to Ask Before Signing
Monday September 14, 2026 10:10am - 10:55am EDT
Legal technology has entered a new era. AI has democratized access to sophisticated capabilities, client expectations continue to rise, cybersecurity has become non-negotiable, and firms are under increasing pressure to improve profitability without increasing headcount. Yet many firms continue to renew software the same way they always have—because it's familiar, not because it's strategic.

In this interactive executive workshop, Laura Kennedy and Chelsey Lambert of Legal Tech Decoded will challenge five common myths about legal technology, explore the five realities reshaping the legal profession, and examine the five market forces influencing every technology decision today. Attendees will complete a practical Technology Renewal Scorecard and answer five critical questions that reveal where their firm stands today—and what action each technology investment should take next: Renew, Replace, Renegotiate, Reconfigure, or Retire.

Walk away with a clearer understanding of your firm's technology maturity, a stronger decision-making framework, and a practical roadmap for building a technology strategy to help your firm rise into 2027.

Speakers
avatar for Laura Kennedy

Laura Kennedy

Co-Founder, Chief Executive Officer, Circle Management Group
With years of experience founding McCord Consulting and shaping the legal technology landscape, Laura has become a trusted partner for law firms, government agencies, and professional services organizations looking to work smarter and more efficiently. Known for her ability to design... Read More →
Monday September 14, 2026 10:10am - 10:55am EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

11:00am EDT

Finance Core: Productivity & Enhancing Your Experience
Monday September 14, 2026 11:00am - 11:45am EDT
Join Delaney Faircloth for an interactive discussion focused on getting the most from Finance Core. Delaney will share a brief update on recent performance improvements, Help Center resources, and her role in supporting the customer experience. The remainder of the session is all about you. Bring your questions, challenges, and favorite workflows as we explore practical tips, hidden features, and everyday best practices that can help your team work more efficiently in Finance Core.

Speakers
avatar for Delaney Faircloth

Delaney Faircloth

Business Analyst, Product Management, SurePoint Technologies

Monday September 14, 2026 11:00am - 11:45am EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

11:00am EDT

Leadership Track: Workshop on Coaching Through Transitions
Monday September 14, 2026 11:00am - 11:45am EDT
This is a follow up session to David Sarnoff's session: Coaching Through Transitions: Leading Managing Partners, Lateral Moves & the AI-Era Firm 

​​Join Gwen Griggs and Phil Flora for Part 2 David Sarnoff's session: Coaching Through Transitions: Leading Managing Partners, Lateral Moves & the AI-Era Firm. Gwen and Phil will guide attendees through a workship on David's presentation.
Speakers
avatar for David B. Sarnoff, Esq., ACC

David B. Sarnoff, Esq., ACC

Founder, Certified Executive Coach & Leadership Trainer, Sarnoff Group LLC
avatar for Phil Flora

Phil Flora

Vice President, Sales, SurePoint Technologies
avatar for Gwen Griggs

Gwen Griggs

Co-Founder, ADVOS Pro
Monday September 14, 2026 11:00am - 11:45am EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA

11:00am EDT

The Next Era of Law Firm Marketing, Business Development & Growth
Monday September 14, 2026 11:00am - 11:45am EDT
Law firm marketing and business development are evolving from purely relationship-based efforts to intelligence-driven growth. This session will explore how Legal Insights brings together multiple data points, including connections, market signals, and firm intelligence, to help firms recruit strategically, uncover growth opportunities, and strengthen client development. The goal is not to replace relationship-based business development, but to amplify it with smarter, more actionable insight.
Speakers
avatar for Katherine Byrnes

Katherine Byrnes

Senior Product Owner, SurePoint Technologies

Monday September 14, 2026 11:00am - 11:45am EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

11:00am EDT

Introducing the Firm Performance Data Engine: AI-Powered Financial Insight & Benchmarking for 2026
Monday September 14, 2026 11:00am - 11:45am EDT
We're experimenting with AI — and we're excited about what's ahead. In this session, Bianca Zavala shares an early, behind-the-scenes look at some of the ideas we're exploring around how AI could help turn a firm's financial data into clearer, more actionable insight. Think less about static reports and more about the possibility of asking everyday questions of your data and getting helpful answers back.

Through concept demos and works-in-progress, we'll explore how AI might help interpret financial data, surface trends, and highlight signals that support better decisions. Nothing here is final — these are directions we're investigating, not finished features — but they offer a window into where we're heading.

Speakers
avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 11:00am - 11:45am EDT
General Session Room - Savannah Ballroom A

11:45am EDT

Lunch
Monday September 14, 2026 11:45am - 1:00pm EDT

Monday September 14, 2026 11:45am - 1:00pm EDT
Atrium - Marriott Savannah Riverfront

12:30pm EDT

Innovation Lab: Self-guided station: AI Trust Center
Monday September 14, 2026 12:30pm - 3:00pm EDT
Stop by the Innovation Lab during this time for self-guided stations; available via walk-up with Manager, Product Management, Bianca Zavala available for support.

Speakers
avatar for Katherine Byrnes

Katherine Byrnes

Senior Product Owner, SurePoint Technologies

avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 12:30pm - 3:00pm EDT
General McIntosh Room

12:30pm EDT

Innovation Lab: Self-guided station: Legal Connect
Monday September 14, 2026 12:30pm - 3:00pm EDT
Stop by the Innovation Lab during this time for self-guided stations; available via walk-up with Manager, Product Management, Bianca Zavala available for support.

Speakers
avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
avatar for Katherine Byrnes

Katherine Byrnes

Senior Product Owner, SurePoint Technologies

avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 12:30pm - 3:00pm EDT
General McIntosh Room

12:30pm EDT

Innovation Lab: Self-guided station: Legal Insights AI Connector
Monday September 14, 2026 12:30pm - 3:00pm EDT
Stop by the Innovation Lab during this time for self-guided stations; available via walk-up with Manager, Product Management, Bianca Zavala available for support.

Speakers
avatar for Katherine Byrnes

Katherine Byrnes

Senior Product Owner, SurePoint Technologies

avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 12:30pm - 3:00pm EDT
General McIntosh Room

12:45pm EDT

Innovation Lab: Guided Demo: Data Intelligence Layer
Monday September 14, 2026 12:45pm - 1:00pm EDT
Join SurePoint's Manager, Product Management, Bianca Zavala as she does a demo quick intro, followed by users explording independently. Calendar appointment required; sign up available at Ignite.

Speakers
avatar for Katherine Byrnes

Katherine Byrnes

Senior Product Owner, SurePoint Technologies

avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 12:45pm - 1:00pm EDT
General McIntosh Room

1:00pm EDT

Leadership Track: AI, framed for firms our size
Monday September 14, 2026 1:00pm - 1:45pm EDT
AI is evolving quickly, and for mid-sized law firms, staying ahead means more than simply adopting the latest tools. In this expert panel, professionals with hands-on experience navigating AI and legal technology will share their perspectives on where AI is creating meaningful opportunities, what firms should consider as they navigate adoption, and how to approach the decisions that come with new technology. Additionally, panelists will discuss what they are seeing in the market, including opportunities to learn from and work with the companies building these tools.
 
Attendees will leave with practical perspectives to help them think more strategically about AI and what it could mean for their firms. 
 
Come back for the Workshop on AI and Financial Performance at 3:15 to discuss and build on what you learned in an interactive workshop.
Speakers
avatar for Andrew Romano

Andrew Romano

Head of Sales, PointOne
avatar for Nancy Griffing

Nancy Griffing

President & Founding Member, 3545 Consulting
Nancy Griffing is a seasoned legal technology consultant and a driving force at 3545 Consulting, where she combines decades of industry experience with a forward-thinking approach to innovation. With a deep understanding of the legal sector's unique challenges, Nancy has become... Read More →
avatar for Greg Lambert

Greg Lambert

Chief Innovation Officer, Jackson Walker LLP
avatar for Cheryl Wilson Griffin

Cheryl Wilson Griffin

VP Of Advisory, Legal Technology Hub
Monday September 14, 2026 1:00pm - 1:45pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA

1:00pm EDT

Improving Money Movement for Law Firms — and the Role of AI
Monday September 14, 2026 1:00pm - 1:45pm EDT
Join SurePoint's Vice President of Payment Services Brian DuCharme and Brian Curley, VP of Key Partnerships, Legal Services, at Corpay for an executive discussion on the importance of a well-balanced strategy for managing firm-wide money movement. This session will explore how leading firms are modernizing financial operations—enhancing e-invoicing adoption, expanding digital payment acceptance, and streamlining accounts payable through automation. We will also examine the critical impact of speed and cost in moving funds, including the operational and financial burden of underwriting litigant costs and other out-of-pocket expenses that firms carry until case resolution. Attendees will gain insight into how emerging technologies, including AI, can optimize these processes, improve cash flow visibility, and reduce administrative overhead across the firm.
Speakers
avatar for Brian Curley

Brian Curley

VP, Key Partnerships, Legal Services, Corpay
avatar for Brian duCharme

Brian duCharme

Vice President, Payment Services, SurePoint Technologies

Monday September 14, 2026 1:00pm - 1:45pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

1:00pm EDT

Platinum Sponsor Session: Back to the Future with Scan Logic: The Evolution of Accounts Payable Through the Lens of Cinema’s Greatest Hits Starring Eddy the Invoice
Monday September 14, 2026 1:00pm - 1:45pm EDT
Back to the Future with Scan Logic is a 40-year journey through the evolution of accounts payable, from manual processes to modern technology, revealing the uncomfortable truth that adding more tools does not always create transformation. The future of AP is not another layer in the tech stack; it is intelligent, integrated workflows powered by AI that connect AP to the work-to-cash lifecycle and drive better realization and cash flow. Attendees will leave ready to move AP into its next era, with practical steps to connect the work-to-cash lifecycle, eliminate manual bottlenecks, and put integrated automation to work.
Speakers
avatar for Rick Hellers

Rick Hellers

CEO & Co-Founder, Scan Logic
avatar for Monty Lunn

Monty Lunn

Strategic Alliances Manager, Scan Logic
Monday September 14, 2026 1:00pm - 1:45pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

1:45pm EDT

Break
Monday September 14, 2026 1:45pm - 2:00pm EDT
Visit Ignite's Sponsors in the Exhibit Hall
  • 3545 Consulting
  • 4L
  • Affinity
  • Afinety
  • Ajax
  • Billables.ai
  • Cloudelligent
  • Corpay
  • Demand Pulse
  • Element
  • FileForms
  • First American Equipment Finance
  • Laurel.ai
  • Law Toolbox
  • Legal Tech Decoded
  • Matteroom
  • Net Documents
  • PointOne
  • Scan Logic
  • Zebraworks

Monday September 14, 2026 1:45pm - 2:00pm EDT
Foyer / Pre-Function Area

1:45pm EDT

Innovation Lab: Guided Demo: Data Intelligence Layer
Monday September 14, 2026 1:45pm - 2:00pm EDT
Join SurePoint's Manager, Product Management, Bianca Zavala as she does a demo quick intro, followed by users explording independently. Calendar appointment required; sign up available at Ignite.

Speakers
avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
avatar for Katherine Byrnes

Katherine Byrnes

Senior Product Owner, SurePoint Technologies

avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 1:45pm - 2:00pm EDT
General McIntosh Room

2:00pm EDT

Your Data. Your Challenges. Your Voice.
Monday September 14, 2026 2:00pm - 3:00pm EDT
What reporting challenges are holding your firm back? What insights do you wish you had at your fingertips? This session is designed to give customers a direct voice in the future of business intelligence and reporting. Through open discussion and roadmap validation exercises, we’ll explore real-world operational, financial, and executive reporting needs across mid-sized law firms — and gather feedback that directly informs future innovation. 
Speakers
DR

David Raborn

Manager, Product Management, SurePoint Technologies
RS

Roque Sena

Senior Product Owner, SurePoint Technologies
Monday September 14, 2026 2:00pm - 3:00pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

2:00pm EDT

Leadership Track: Pricing and Financial Performance
Monday September 14, 2026 2:00pm - 3:00pm EDT
This candid discussion explores what it takes for mid-sized firms to build sustainable, enjoyable, and profitable practices at a moment when AI is fundamentally changing the business of law. Nancy and Whitney will examine how firms can preserve profitability while strengthening client trust and sustaining relationships, including the shift from hourly billing toward pricing based on the value of the deliverable. Attendees will leave with practical insights for navigating these changes and building a more resilient, value-focused practice.
Speakers
avatar for Whitney Harper

Whitney Harper

Co-Founder, ADVOS Pro
Whitney Harper is a lawyer, law firm owner (co-founder of ADVOS legal), entrepreneur, and firm-building strategist who co-founded ADVOS Pro to help law firm owners design practices they love—ones that love them back. After years in BigLaw, Whitney became General Counsel... Read More →
avatar for Nancy Jeng

Nancy Jeng

Co-Founder, Billables AI
Nancy Jeng is the co-founder of Billables AI, an automated time-tracking platform for lawyers and other professional service providers. Nancy spent the first decade of her career in the professional service industry, running communication strategy at several national advertising firms... Read More →
Monday September 14, 2026 2:00pm - 3:00pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA

2:00pm EDT

The Augmentation Imperative
Monday September 14, 2026 2:00pm - 3:00pm EDT
AI won't replace you — but someone using AI better might. This talk dismantles the replacement myth and gives leaders a practical framework for redesigning roles where human judgment and AI capability amplify each other. Walk away with a tool you can use Monday morning.
Speakers
avatar for David Williams

David Williams

Chief Information Officer, Butzel Long
Monday September 14, 2026 2:00pm - 3:00pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

3:00pm EDT

Break
Monday September 14, 2026 3:00pm - 3:15pm EDT
Visit Ignite's Sponsors in the Exhibit Hall
  • 3545 Consulting
  • 4L
  • Affinity
  • Afinety
  • Ajax
  • Billables.ai
  • Cloudelligent
  • Corpay
  • Demand Pulse
  • Element
  • FileForms
  • First American Equipment Finance
  • Laurel.ai
  • Law Toolbox
  • Legal Tech Decoded
  • Matteroom
  • Net Documents
  • PointOne
  • Scan Logic
  • Zebraworks

Monday September 14, 2026 3:00pm - 3:15pm EDT
Foyer / Pre-Function Area

3:15pm EDT

Platinum Sponsor Session: 4L Managed Accounting - Is Financial Reporting Broken? What to track. What to fix. What to ignore.
Monday September 14, 2026 3:15pm - 4:00pm EDT
What to Track, What to Fix, What to Ignore 
 
Most firms track plenty of data. Not all use it to make better decisions. This session focuses on the financial and productivity metrics that have the biggest effect on firm performance and profitability, including the ones that tend to be overlooked, and a few that can mislead you. 
 
We'll cover: 
  • The metrics that matter most, and why 
  • Where standard reports leave gaps, and what those gaps can cost 
  • How to turn the numbers you already have into decisions 
 
We'll also show how firms can put these metrics to work using practical reporting, including a look at a new Finance Enterprise reporting package built for this purpose. 
 
What you'll walk away with: A clear picture of which metrics truly matter, and at least one idea you can put to work right away, regardless of the system you're using today. 


Speakers
avatar for Brian Schofield

Brian Schofield

Executive Accounting Director, 4L Managed Accounting LLC
As a fractional controller for multiple law firm clients, I act as a strategic financial partner and trusted
advisor. I oversee the full accounting cycle, manage relationships, and ensure timely, accurate financials for each firm I support. This role blends the technical expertise of a controller with the client-centric mindset of a service provider. I am a proactive problem solver who can... Read More →
avatar for Mike Marget

Mike Marget

Founder & Chairman, 4L Managed Accounting LLC

avatar for Mary Steele

Mary Steele

Director of Reporting, 4L Managed Accounting LLC
Mary Steele is the Director, Reporting at 4L Managed Accounting LLC, a strategic partner of SurePoint Technologies. 
Monday September 14, 2026 3:15pm - 4:00pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

3:15pm EDT

Leadership Track: Workshop on AI and Financial Performance
Monday September 14, 2026 3:15pm - 4:00pm EDT
Join Gwen Griggs and Phil Flora for Part 2 of the two previous leadership track sessions: Panel: AI, framed for firms our size, and Pricing and Financial Performance.

During this session, Gwen and Phil will walk attendees through guided discussion questions in a hands-on workshop. Attendees will get to share their thoughts and share best practices.
Speakers
avatar for Whitney Harper

Whitney Harper

Co-Founder, ADVOS Pro
Whitney Harper is a lawyer, law firm owner (co-founder of ADVOS legal), entrepreneur, and firm-building strategist who co-founded ADVOS Pro to help law firm owners design practices they love—ones that love them back. After years in BigLaw, Whitney became General Counsel... Read More →
avatar for Nancy Jeng

Nancy Jeng

Co-Founder, Billables AI
Nancy Jeng is the co-founder of Billables AI, an automated time-tracking platform for lawyers and other professional service providers. Nancy spent the first decade of her career in the professional service industry, running communication strategy at several national advertising firms... Read More →
avatar for Phil Flora

Phil Flora

Vice President, Sales, SurePoint Technologies
avatar for Gwen Griggs

Gwen Griggs

Co-Founder, ADVOS Pro
Monday September 14, 2026 3:15pm - 4:00pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA

3:15pm EDT

SurePoint Growth Solutions: Roadmap Preview
Monday September 14, 2026 3:15pm - 4:00pm EDT
Explore the future of SurePoint’s growth solutions in this roadmap session focused on Legal Insights. We’ll share how we’re evolving the experience to make it easier to navigate, more aligned to user needs, and better designed to help firms get to the outcomes they want.
Speakers
avatar for Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Monday September 14, 2026 3:15pm - 4:00pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

4:05pm EDT

Custom Dashboards & Reporting in Finance Core: Real-Time Insight for 2026
Monday September 14, 2026 4:05pm - 4:50pm EDT
Data-driven decisions can't wait for month-end. Delaney Faircloth teaches attendees how to build and customize Finance Core dashboards that surface billing KPIs, matter metrics, attorney utilization, and AR trends in real time. Visualize performance the way 2026 leaders need it — at a glance — to drive faster, better strategic decisions.
Speakers
avatar for Delaney Faircloth

Delaney Faircloth

Business Analyst, Product Management, SurePoint Technologies

Monday September 14, 2026 4:05pm - 4:50pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

4:05pm EDT

Workflow Automation in 2026: Using Finance Enterprise to Reclaim Hours from Admin
Monday September 14, 2026 4:05pm - 4:50pm EDT
Reclaim billable hours by letting Finance Enterprise handle the repeatable work. Allison Geier walks operations leaders and firm administrators through 2026-ready automation patterns — new matter intake and task delegation — with the rules, templates, and triggers that turn manual tasks into seamless, scalable processes. 
Speakers
avatar for Allison Geier

Allison Geier

Senior Implementation Consultant, SurePoint Technologies

Monday September 14, 2026 4:05pm - 4:50pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

4:05pm EDT

Leadership Track: The Firm Performance Revolution
Monday September 14, 2026 4:05pm - 4:50pm EDT
The Firm Performance Revolution: How leading firms are redefining success beyond billable hours—aligning talent, technology, and client value through modern leadership. In this session, Debbie Foster will share insights from her new book Be a Next Level Leader, exploring the leadership mindsets and practices that empower teams, elevate client impact, and drive sustainable growth in today’s evolving legal landscape.

Speakers
avatar for Debbie Foster

Debbie Foster

Chief Executive Officer, Affinity Consulting
Debbie Foster is a nationally recognized thought leader on efficiency and innovation in professional legal organizations. Having worked with law firms and legal departments since 1995, she combines her mix of strategic management and strong leadership skills to help them navigate... Read More →
Monday September 14, 2026 4:05pm - 4:50pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA

6:00pm EDT

A Night On the River With SurePoint
Monday September 14, 2026 6:00pm - 8:00pm EDT
Set sail on the Savannah River for an unforgettable night aboard a classic riverboat! Join us for a scenic cruise along Savannah's historic waterfront, where Southern hospitality meets transformation under the stars. Enjoy local cuisine, signature cocktails, live music, and unforgettable views as we take the Ignite experience offshore. Whether you're here to relax on deck, mingle with peers, or soak in the history of Savannah from the water—this night promises to be a conference highlight.
Monday September 14, 2026 6:00pm - 8:00pm EDT
Savannah Riverboat Cruises 9 E River St, Savannah, GA 31401, USA
 
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