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Tuesday, September 15
 

8:00am EDT

Innovation Lab: Data Platform Possibilities
Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
Description Coming Soon
Speakers
DR

David Raborn

Manager, Product Management, SurePoint Technologies
RS

Roque Sena

Senior Product Owner, SurePoint Technologies
Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
  Innovation Lab

8:00am EDT

Innovation Lab: Self-guided station: AI Trust Center
Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
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 Bianca Zavala

Bianca Zavala

Manager, Product Management, SurePoint Technologies

Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
  Innovation Lab

8:00am EDT

Innovation Lab: Self-guided station: Legal Connect
Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
Stop by the Innovation Lab during this time for self-guided stations; available via walk-up with SurePoint's Director, Software Engineering, Ritayan Bhattacharjee, available for support.

Speakers
avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
  Innovation Lab

8:00am EDT

Innovation Lab: Self-guided station: Legal Insights AI Connector
Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
Stop by the Innovation Lab during this time for self-guided stations; available via walk-up with SurePoint's Director, Software Engineering, Ritayan Bhattacharjee, available for support.

Speakers
avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
Tuesday September 15, 2026 8:00am - 8:50am EDT
General McIntosh Room
  Innovation Lab

8:00am EDT

Breakfast
Tuesday September 15, 2026 8:00am - 9:00am EDT
Atrium - Marriott Savannah Riverfront

Tuesday September 15, 2026 8:00am - 9:00am EDT
Atrium - Marriott Savannah Riverfront
  Breaks and Meals

8:00am EDT

Exhibit Hall
Tuesday September 15, 2026 8:00am - 5:00pm EDT
Foyer / Pre-Function Area
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
Tuesday September 15, 2026 8:00am - 5:00pm EDT
Foyer / Pre-Function Area
  Breaks and Meals

8:00am EDT

SurePoint Expert Room, Sponsored by 4L
Tuesday September 15, 2026 8:00am - 5:00pm EDT
Expert Room - Savannah Ballroom E

Tuesday September 15, 2026 8:00am - 5:00pm EDT
Expert Room - Savannah Ballroom E
  Expert Room

9:00am EDT

Welcome to Day 2!
Tuesday September 15, 2026 9:00am - 9:15am EDT
General Session Room - Savannah Ballroom A
SurePoint leadership walks you through a strategic roadmap for sustainable growth: Which Ignite sessions should you attend next?
Speakers
avatar for Dan Hurley

Dan Hurley

Chief Commercial Officer, SurePoint Technologies
Tuesday September 15, 2026 9:00am - 9:15am EDT
General Session Room - Savannah Ballroom A
  All

9:30am EDT

Platinum Sponsor Session: 3545 From Practice Management to Performance Engine
Tuesday September 15, 2026 9:30am - 10:15am EDT
Breakout Room 1 - Savannah Ballroom B
Many firms struggle with reactive decision-making that limits profitability, efficiency, and growth. In this session, Nancy Griffing of 3545 explores four practical shifts that help firms move from practice management to a performance-driven operating model: KPI-driven decisions, predictive capacity planning, workflow automation, and integrated operations. Attendees will gain a clear framework for identifying operational gaps and a practical 90-day roadmap for building a more proactive, data-driven firm.
Speakers
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 →
Tuesday September 15, 2026 9:30am - 10:15am EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

9:30am EDT

Rethinking Collections in 2026: Proactive, Embedded, and AI-Assisted
Tuesday September 15, 2026 9:30am - 10:15am EDT
Breakout Room 2 - Savannah Ballroom C
Manual follow-up and reactive A/R management cost firms millions every year.  Zebraworks shows how leading firms are embedding collections into the entire billing lifecycle in 2026 — using AI-assisted prioritization, client-friendly digital outreach, and integrated workflows that engage clients earlier and protect relationships. Walk away with a modern collections playbook that improves cash flow without the cringe.
Speakers
avatar for Bill Bice

Bill Bice

CEO, Zebraworks

Tuesday September 15, 2026 9:30am - 10:15am EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Core   Finance Enterprise   SurePoint Pro

9:30am EDT

Winning the Talent War in 2026
Tuesday September 15, 2026 9:30am - 10:15am EDT
Breakout Room 3 - Savannah Ballroom D
Get the latest insights into the shifting legal landscape from Legal Insights industry data. This session will review recent hiring trends, high-growth practice areas, regional market movers, and what it all means for law firm recruiting, retention, and growth strategies. Learn how to apply this market intelligence to shape your firm’s talent plans and stay competitive in an evolving industry.
Speakers
avatar for Phil Flora

Phil Flora

Vice President, Sales, SurePoint Technologies
Tuesday September 15, 2026 9:30am - 10:15am EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA
  Growth, Talent, and Competitive Strategy

10:20am EDT

A Day in the Life of a Finance Enterprise CFO
Tuesday September 15, 2026 10:20am - 11:05am EDT
Breakout Room 2 - Savannah Ballroom C
Step into the day-to-day reality of a modern CFO and see how Finance Enterprise supports smarter, faster decision-making across the firm. This session walks through a typical day—from reviewing financial performance and identifying risks to managing cash flow, billing, and collections—with a focus on how the right data surfaces at the right time to stay proactive instead of reactive at the executive level.

Speakers
avatar for Peter C. Ivancsits

Peter C. Ivancsits

CFO, Burke, Warren, MacKay & Serritella
avatar for Shawn Scott

Shawn Scott

Senior Account Manager, SurePoint Technologies
avatar for Wally Rutkowski

Wally Rutkowski

CFO, Kerr Russell

Tuesday September 15, 2026 10:20am - 11:05am EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Enterprise

10:20am EDT

10 features you’re probably not using (but should be)
Tuesday September 15, 2026 10:20am - 11:05am EDT
Breakout Room 3 - Savannah Ballroom D
Join us as we uncover 10 powerful features in SurePoint Pro that often go unnoticed but can have a meaningful impact on your firm's efficiency, visibility, and day-to-day operations. In this session, we'll walk through practical tools designed to help you work smarter, streamline processes, and get more value from the solutions you already have.  Topics may include time-saving shortcuts, workflow and task automation, reporting tips, billing and payment efficiencies, accounting features, and hidden gems that can improve collaboration across your firm.  Whether you're a daily user or a firm administrator, you'll leave with actionable ideas you can put into practice right away.
Speakers
avatar for Kate Bourgon

Kate Bourgon

Customer Success Manager, SurePoint Technologies
Tuesday September 15, 2026 10:20am - 11:05am EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA
  SurePoint Pro

10:20am EDT

Platinum Sponsor Session: Element - Claude for Legal: 5 Features that Actually Matter for Legal Work
Tuesday September 15, 2026 10:20am - 11:05am EDT
Breakout Room 1 - Savannah Ballroom B
A practical, hands-on enablement session covering three Claude features that work for real legal work. We'll start with the five-part prompting formula- the foundation everything else builds on. We will then move through Projects (persistent context for each client matter) and finally, Custom Skills (your firm's playbook as a reusable file). We'll also be candid about what Claude can't do. You don't need to be technical. If you take away one idea you can apply to your own practice this week, that's a win.
Speakers
avatar for Chris Dunsford

Chris Dunsford

VP, Applications, Element Technologies

Tuesday September 15, 2026 10:20am - 11:05am EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA
  Technology, AI, and Innovation

11:10am EDT

Realization, Utilization & Profitability
Tuesday September 15, 2026 11:10am - 12:00pm EDT
Breakout Room 2 - Savannah Ballroom C
Margin doesn't erode all at once — it slips through realization, utilization, and profitability, one matter at a time. In this session, Delaney Faircloth breaks down the levers that actually drive firm margin: how effective rates, write-downs, and write-offs shape realization; how attorney and timekeeper utilization affects capacity and output; and how the two come together to determine true matter and firm profitability. Using Finance Core, see where margin is won and lost, which metrics to watch, and how to turn them into action. Walk away knowing exactly which levers to pull to protect and grow your firm's bottom line in 2026.
Speakers
avatar for Delaney Faircloth

Delaney Faircloth

Business Analyst, Product Management, SurePoint Technologies

Tuesday September 15, 2026 11:10am - 12:00pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Core

11:10am EDT

Future Proofing your Tech Stack
Tuesday September 15, 2026 11:10am - 12:00pm EDT
Breakout Room 3 - Savannah Ballroom D
The technology choices you make today determine how well your firm adapts to rapid AI-driven change. In this panel, Njama Braasch and industry leaders share a practical approach to building a tech stack that is resilient, connected, and secure without chasing every new tool. We will cover how to evaluate new technologies against real business outcomes, when to consolidate vs. integrate, and how to avoid the long-term cost of fragmented point solutions. The discussion will also address the tension between innovation and control, while balancing speed with data integrity, security, and adoption.
Speakers
avatar for Njama Braasch

Njama Braasch

Vice President, Security & GRC, SurePoint Technologies
Tuesday September 15, 2026 11:10am - 12:00pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA
  Technology, AI, and Innovation

11:10am EDT

Gold Sponsor Session: LawToolBox and Net Documents - Grounding AI: Context for Your Accounting Data, Documents, Deadlines, Emails, Chats & Meetings
Tuesday September 15, 2026 11:10am - 12:00pm EDT
Breakout Room 2 - Savannah Ballroom C
AI is only as good as the context it's given. This session looks at what it actually takes to ground AI in the data legal teams already work with every day, documents, deadlines, emails, chats, and meetings, so that the answers an AI gives are accurate, current, and tied to a real source.

Moderator: Nancy Griffing from 3545 will facilitate a discussion on how two different matter containers, LawToolBox's in the Microsoft cloud and NetDocuments' in DMS workspaces, each tackle the challenge of grounding AI in context.

Carol Lynn Grow, Co-CEO of LawToolBox, will discuss how LawToolBox turns Outlook, Word, SharePoint, and Teams into a legal platform inside each organization's Microsoft 365 account. She'll cover LawToolBox's new Model Context Protocol (MCP) connector, available for Microsoft 365, Claude, or any AI platform, which grounds AI in matter data ( including data in matter-specific accounting reports, deadlines, emails, chats & meetings), applicable law, and a legal team's own strategic analysis

Liz Pugh, a Solutions Expert at NetDocuments, will represent NetDocuments in the discussion. She'll showcase the Legal Context Graph in action and discuss how NetDocuments approaches context engineering — turning a firm's documents and matter data into governed, connected knowledge that AI can reason over accurately and securely. We'll talk through what it takes to ground AI in the full picture of a firm's institutional knowledge, and how that same context can power not just NetDocuments AI, but other AI tools a firm already relies on.

Together, the session explores two complementary approaches to the same challenge: making sure AI is grounded in real, governed legal data, not guesswork.

Speakers
avatar for Elizabeth Pugh

Elizabeth Pugh

Solutions Expert, NetDocuments
avatar for Carol Lynn Grow

Carol Lynn Grow

Co-CEO, LawToolBox

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 →
Tuesday September 15, 2026 11:10am - 12:00pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Technology, AI, and Innovation

12:00pm EDT

Innovation Lab: Data Platform Possibilities
Tuesday September 15, 2026 12:00pm - 12:50pm EDT
General McIntosh Room
Description Coming Soon
Speakers
DR

David Raborn

Manager, Product Management, SurePoint Technologies
RS

Roque Sena

Senior Product Owner, SurePoint Technologies
Tuesday September 15, 2026 12:00pm - 12:50pm EDT
General McIntosh Room
  Innovation Lab

12:00pm EDT

Lunch
Tuesday September 15, 2026 12:00pm - 1:00pm EDT
Atrium - Marriott Savannah Riverfront

Tuesday September 15, 2026 12:00pm - 1:00pm EDT
Atrium - Marriott Savannah Riverfront
  Breaks and Meals

1:00pm EDT

Turning Collections into Consistent Cash Flow: Best Practices with Finance Core
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 2 - Savannah Ballroom C
Effective collections are key to maintaining predictable cash flow—but many firms still operate reactively. In this session, we’ll explore best practices for using Finance Core to create a more consistent, proactive collections strategy. Learn how to prioritize outreach, streamline follow-ups, and improve visibility into outstanding receivables. We’ll also cover practical workflows that help reduce aging balances while preserving strong client relationships. You’ll walk away with actionable steps to turn collections into a more reliable, repeatable driver of firm performance.
Speakers
avatar for Kenny Van Sickle

Kenny Van Sickle

Senior Implementation Consultant, SurePoint Technologies
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Core

1:00pm EDT

Beyond the Billable Hour in 2026: Designing AFAs That Actually Work
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 3 - Savannah Ballroom D
Most firms that have tried an alternative fee have lost money on one, and concluded the problem was value pricing. Gwen Griggs and Whitney Harper of ADVOS Pro have built a practice that has never billed by the hour and helped other lawyers make the shift. They walk through the three moves it actually takes: how to price work you cannot fully see yet, how to have the conversation with a client who has only ever been billed hourly, and what to measure once hours stop setting the price. Attendees will leave with new scorecard metrics they can take back to their own firm.

Speakers
avatar for Gwen Griggs

Gwen Griggs

Co-Founder, ADVOS Pro
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 →
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA
  SurePoint Pro

1:00pm EDT

Platinum Sponsor Session: Laurel.ai - Time as Data From billing afterthought to a strategic operational insight
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 1 - Savannah Ballroom B
Time has always been the core economic unit of professional services, yet the way firms capture it has changed remarkably little. Most timekeeping still relies on manual reconstruction after the fact, which limits both its accuracy and its usefulness as a record of how a firm actually works. This session examines what changes when time is captured automatically and treated as a primary source of operational data rather than a billing afterthought. 

We'll look at the broader shift underway in how firms understand work: 
  • The difference between recorded hours and the true "shape of work"
  • What more complete time data reveals about capacity and utilization
  • How that information informs pricing, staffing, and profitability decisions.

We'll also consider the role accurate activity data plays as firms work to measure the return on their growing AI investments. 

The session is intended as a discussion of where the profession is heading rather than a product walkthrough — a chance to reconsider one of the firm's most fundamental and least examined measures.

Speakers
avatar for Folarin Okulaja

Folarin Okulaja

Partnerships Manager, Laurel
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA
  Technology, AI, and Innovation

1:50pm EDT

From Finance Core to SurePoint Pro: Real Customer Modernization Stories
Tuesday September 15, 2026 1:50pm - 2:35pm EDT
Breakout Room 2 - Savannah Ballroom C
Join our Product & Delivery teams to learn more about the path from your current solution to SurePoint Pro. We'll cover how to prepare your data, the migration timeline, and what to expect at each step on the path from Finance Core to SurePoint Pro. 
Speakers
avatar for Colin Farrell

Colin Farrell

Product Owner, SurePoint Technologies
RS

Roque Sena

Senior Product Owner, SurePoint Technologies
Tuesday September 15, 2026 1:50pm - 2:35pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Core

1:50pm EDT

From Data to Decisions: Best Practices for Finance Enterprise Dashboards (LMS+)
Tuesday September 15, 2026 1:50pm - 2:35pm EDT
Breakout Room 1 - Savannah Ballroom B
Are your dashboards helping you make decisions—or just reporting numbers? In this session, we’ll show how leading firms design Finance Enterprise dashboards that highlight what matters most and drive confident, data-backed action. Learn best practices for structuring, prioritizing, and visualizing key financial metrics so leaders can quickly spot risks, opportunities, and trends. You’ll walk away with practical guidance to turn your existing data into dashboards that inform strategy and improve firm performance.
Speakers
avatar for Allison Geier

Allison Geier

Senior Implementation Consultant, SurePoint Technologies

Tuesday September 15, 2026 1:50pm - 2:35pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Enterprise

1:50pm EDT

Becoming Indispensable: How Legal Recruiters Can Anticipate Needs and Create Opportunity
Tuesday September 15, 2026 1:50pm - 2:35pm EDT
Breakout Room 3 - Savannah Ballroom D
The legal recruiting market rewards recruiters who understand where firms are headed, not just who they're hiring today. This session demonstrates how firm intelligence and market insights can help recruiters uncover growth opportunities, anticipate hiring needs, and position themselves as trusted advisors. Learn how to use data-backed outreach to create urgency, strengthen referral networks, and accelerate business development. Leave with practical strategies to deepen client relationships and win more placements.

Speakers
avatar for Katherine Byrnes

Katherine Byrnes

Senior Product Owner, SurePoint Technologies

Tuesday September 15, 2026 1:50pm - 2:35pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA
  Legal Insights

2:35pm EDT

Break
Tuesday September 15, 2026 2:35pm - 3:05pm EDT
Foyer / Pre-Function Area
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

Tuesday September 15, 2026 2:35pm - 3:05pm EDT
Foyer / Pre-Function Area
  Breaks and Meals

3:05pm EDT

Profitability Unlocked: An interactive round table on how to use Finance Enterprise data
Tuesday September 15, 2026 3:05pm - 4:05pm EDT
Breakout Room 3 - Savannah Ballroom D
Join Mike Fife, Ken Koehn (Gould & Ratner), Ken Beaver (CGA Law Firm), and Brian Schofield (4-L) for an interactive Roundtable discussion on delivering profit - specifically, what do you DO with the data? Mike will walk you through how to get started, how to implement, and how to use the information to benefit your firm in an open discussion with attendees on best practices.
Speakers
avatar for Mike Fife

Mike Fife

Manager, Professional Services, SurePoint Technologies

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 Ken Koehn

Ken Koehn

Chief Operating Officer, Gould & Ratner
avatar for Ken Beaver

Ken Beaver

Finance and Operations Officer, CGA Law Firm
Tuesday September 15, 2026 3:05pm - 4:05pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Enterprise

3:05pm EDT

Practical Workflow Improvements for Everyday Work
Tuesday September 15, 2026 3:05pm - 4:05pm EDT
Breakout Room 1 - Savannah Ballroom B
Discover practical ways to streamline everyday work across your firm using workflow tools and operational capabilities already available within the platform. This session will highlight practical use cases for task blueprints, document templates, client portal capabilities, and digital billing workflows.

Attendees will leave with actionable ideas to simplify processes, improve user adoption, and create more efficient workflows across finance, operations, and administrative teams.
Speakers
avatar for Connie Mysliwiec

Connie Mysliwiec

Product Owner, SurePoint Technologies
Tuesday September 15, 2026 3:05pm - 4:05pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA
  SurePoint Pro

3:05pm EDT

AI in Action: What’s Real, What’s Hype
Tuesday September 15, 2026 3:05pm - 4:05pm EDT
Breakout Room 2 - Savannah Ballroom C
This session cuts through the noise around AI, separating what's genuinely working from what's just AI hype. Built for business leaders, it draws on real-world examples from inside and outside legal to show where AI belongs, where it doesn't, and how to build the operating discipline around it. The goal is not to teach AI, but to help leaders make sharper decisions about where, when, and how to adopt it.
Speakers
avatar for Ritayan Bhattacharjee

Ritayan Bhattacharjee

Senior Director of Data Operations and Product, SurePoint Technologies
Tuesday September 15, 2026 3:05pm - 4:05pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Technology, AI, and Innovation

3:15pm EDT

Innovation Lab: Presentation: Legal Agent
Tuesday September 15, 2026 3:15pm - 3:50pm EDT
General McIntosh Room
Description Coming Soon
Speakers
DR

David Raborn

Manager, Product Management, SurePoint Technologies
RS

Roque Sena

Senior Product Owner, SurePoint Technologies
Tuesday September 15, 2026 3:15pm - 3:50pm EDT
General McIntosh Room
  Innovation Lab

4:10pm EDT

Making Your Collection Efforts Paperless
Tuesday September 15, 2026 4:10pm - 5:00pm EDT
Breakout Room 2 - Savannah Ballroom C
Join SurePoint's Senior Implementation Consultant Allison Geier as she walks you through a step-by-step overview on ARM/eARM. This will be an informative, hands-on-optional session. If you wish to participate as the presentation is going along, please follow the step by step in these documents, or,  be sure to see Allison in the expert room prior to the session to ensure your systems are set-up and ready to go. 
Speakers
avatar for Allison Geier

Allison Geier

Senior Implementation Consultant, SurePoint Technologies

Tuesday September 15, 2026 4:10pm - 5:00pm EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
  Finance Enterprise

4:10pm EDT

SurePoint Pro Live: A Day in the Life of a 2026 Modern Firm
Tuesday September 15, 2026 4:10pm - 5:00pm EDT
Breakout Room 3 - Savannah Ballroom D
Watch SurePoint Pro come alive in real time. SurePoint product team members take you through a full day at a 2026 mid-market firm — from a partner's morning intake call, through matter setup, time capture, task delegation, document collaboration, and client communication, all the way to month-end billing — without ever leaving SurePoint Pro. See how the platform's embedded analytics, automation triggers, and assisted workflows quietly remove friction at every step. No slideware demos — just live clicks, real workflows, and a side-by-side look at how leading firms are running practice and finance from one connected workspace. Walk away with a punch list of practical SurePoint Pro moves you can put to work the moment you're back at your desk.
Speakers
avatar for Colin Farrell

Colin Farrell

Product Owner, SurePoint Technologies
DR

David Raborn

Manager, Product Management, SurePoint Technologies
Tuesday September 15, 2026 4:10pm - 5:00pm EDT
Breakout Room 3 - Savannah Ballroom D 100 General McIntosh Boulevard, Savannah, GA, USA
  SurePoint Pro

4:10pm EDT

Ask Us Anything: An Open Dialogue with SurePoint's CEO
Tuesday September 15, 2026 4:10pm - 5:00pm EDT
Breakout Room 1 - Savannah Ballroom B
Join our CEO and leadership team for an open conversation about the future of SurePoint Technologies, the legal industry, and the professionals we serve. Ask questions, share feedback, and engage in a candid discussion about where we're headed and how we're working to better support your firm's success.
Speakers
avatar for Jeff Steinberg

Jeff Steinberg

CEO, SurePoint Technologies
Tuesday September 15, 2026 4:10pm - 5:00pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA
  The Future of Firm Performance

6:00pm EDT

Dinner and Awards
Tuesday September 15, 2026 6:00pm - 8:00pm EDT
Atrium - Marriott Savannah Riverfront
Awards Dinner with Ghostly Entertainment. As in years past, we will be honoring standout members of the SurePoint community, shining a spotlight on the exceptional users of our solutions. These awards recognize individuals and firms who embody the values that propel our community forward – innovation, leadership, and meaningful impact. Join us for dinner and to celebrate these stand out members
Tuesday September 15, 2026 6:00pm - 8:00pm EDT
Atrium - Marriott Savannah Riverfront
  All
 

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