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Tuesday, September 15
 

9:30am EDT

Rethinking Collections in 2026: Proactive, Embedded, and AI-Assisted
Tuesday September 15, 2026 9:30am - 10:15am EDT
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

10:20am EDT

10 features you’re probably not using (but should be)
Tuesday September 15, 2026 10:20am - 11:05am EDT
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

1:00pm EDT

Panel: From Intake to Billing: Creating a Seamless Workflow
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Join Amy Flaherty and Jenna Keberdle for a Client panel - More information coming soon
Speakers
avatar for Amy Flaherty

Amy Flaherty

VP, Customer Growth, SurePoint Technologies
avatar for Jenna Keberdle

Jenna Keberdle

Client Success Manager, SurePoint Technologies
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

1:00pm EDT

Beyond the Billable Hour in 2026: Designing AFAs That Actually Work
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Detailed description coming soon

Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA

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
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

Principal Implementation Consultant, SurePoint Technologies
avatar for Brian Schofield

Brian Schofield

Controller, 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 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

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
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
DR

David Raborn

Manager, Product Management, SurePoint Technologies
RS

Roque Sena

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