Loading…
Type: Finance Enterprise clear filter
Monday, September 14
 

3:15pm EDT

Platinum Sponsor Session: 4L Managed Accounting - Metrics that Matter
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 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

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

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

1:50pm EDT

From Data to Decisions: Best Practices for Finance Enterprise Dashboards (LMS+)
Tuesday September 15, 2026 1:50pm - 2:35pm EDT
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

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

Making Your Collection Efforts Paperless
Tuesday September 15, 2026 4:10pm - 5:00pm EDT
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 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA
 
Wednesday, September 16
 

9:15am EDT

Trust Accounting & Compliance Best Practices in Finance Enterprise
Wednesday September 16, 2026 9:15am - 10:00am EDT
Trust accounting and compliance are critical—but they don’t have to be complex or risky. In this session, we’ll walk through best practices for managing trust accounts in Finance Enterprise while maintaining accuracy, transparency, and audit readiness. Learn how to streamline processes around deposits, disbursements, and reconciliations while reducing manual effort and minimizing compliance risk. We’ll also cover common pitfalls firms face and how to avoid them with the right workflows, controls, and reporting. You’ll leave with practical guidance to strengthen compliance and build confidence in your firm’s financial operations.
Speakers
avatar for Eoin Walden

Eoin Walden

Sales Engineer, SurePoint Technologies

Wednesday September 16, 2026 9:15am - 10:00am EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA

10:10am EDT

The Firm Leader's Guide to Closing the Gap: Faster Billing, Faster Revenue
Wednesday September 16, 2026 10:10am - 10:55am EDT
Join product expert Colin Farrell to learn how to generate and analyze aging, realization, collection, and rate metrics, and translate watchlist signals into decisive action. Plus, are you overlooking the impact of digital payments? A must-attend session for firm administrators and finance leadership looking to make your firm's data work harder, smarter, and faster.
Speakers
avatar for Colin Farrell

Colin Farrell

Product Owner, SurePoint Technologies
Wednesday September 16, 2026 10:10am - 10:55am EDT
Breakout Room 2 - Savannah Ballroom C 100 General McIntosh Boulevard, Savannah, GA, USA
 
Share Modal

Share this link via

Or copy link

Filter sessions
Apply filters to sessions.