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Type: SurePoint Pro clear filter
Monday, September 14
 

3:15pm EDT

Practical Workflow Improvements for Everyday Work
Monday September 14, 2026 3:15pm - 4:00pm EDT
General Session Room - Savannah Ballroom A
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
Monday September 14, 2026 3:15pm - 4:00pm EDT
General Session Room - Savannah Ballroom A
  SurePoint Pro
 
Tuesday, September 15
 

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

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

1:00pm EDT

Panel: From Intake to Billing: Creating a Seamless Workflow
Tuesday September 15, 2026 1:00pm - 1:45pm EDT
Breakout Room 1 - Savannah Ballroom B
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
  Finance Core   Finance Enterprise   SurePoint Pro

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 1 - Savannah Ballroom B
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
  SurePoint Pro

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 2 - Savannah Ballroom C
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
  SurePoint Pro   Finance Core   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
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
  SurePoint Pro
 
Wednesday, September 16
 

10:10am EDT

A Live Dashboard Workshop
Wednesday September 16, 2026 10:10am - 10:55am EDT
Breakout Room 1 - Savannah Ballroom B
Move beyond static reports and discover how dynamic dashboards can transform the way your firm works. In this interactive session, we’ll demonstrate how to visualize, shape, and explore your data to uncover insights that matter. From financial performance to operational trends, you’ll see how modern reporting tools can help you tell a clearer story and make more confident decisions.
Speakers
DR

David Raborn

Manager, Product Management, SurePoint Technologies
RS

Roque Sena

Senior Product Owner, SurePoint Technologies
Wednesday September 16, 2026 10:10am - 10:55am EDT
Breakout Room 1 - Savannah Ballroom B 100 General McIntosh Boulevard, Savannah, GA, USA
  SurePoint Pro
 

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