Tracker SummiT • OrlandO, June 5 – 6

Golden Cheetah awards The Golden Cheetah Awards honor law departments who use Tracker to tackle challenges, overcome odds, spearhead a culture of change, and ultimately deliver results back to their department and greater organization.

Come celebrate with us, network with your peers and see who’s won this year (could it be you?).

Don’t forget to bring your appetite, sense of fun, and your animal print/safari wear. Prepare to be entertained!

Date: Tuesday, June 6

ReCePTion When: 6:30 pm – 7:30 pm Where: Bonnet Creek Pavilion

DinneRWhen: 7:30 pm – 9:30 pmWhere: Citrus, Collier & Columbia

AwARDs CeRemony When: 8:00 pm – 9:00 pm Where: Citrus, Collier & Columbia

What else: name badges required. safari wear and animal prints highly encouraged.

vantage 2017 Tracker SummiT • June 5 – 6 OrlandO

TaBle OF cOnTenTSevents ..........................................2

VanTaGe mobile app ................3

conference Schedule Summary .....................................4

Hotel map ...................................5

conference Schedule ..................6

Session descriptions .................. 8

exhibitors/Sponsors.................. 12

VanTaGeat Thomson reuters elite, we are focused on ensuring that our clients have a cohesive VanTaGe conference. You can trust you are experiencing the highest quality event in the industry. as part of this unity, each year we showcase new artwork designed exclusively for the conference.

This year’s design was created for us by Traci daberko, a graphic designer and illustrator from Seattle, Washington. Traci began her graphic design career through some of Seattle’s top design agencies. as her career developed, she found a passion in illustrating her own design concepts. in 2003, Traci decided to go solo with her own graphic design and illustration business, now called dBrkO.

Through Traci’s compelling design and artwork, she has captured the aspiration of VanTaGe conferences in helping you connect, learn, and experience.

Get ready to experience VanTaGe and gain the perspective you need to take your business and yourself to the next level!

VanTaGe WireleSS neTWOrkThe VanTaGe wireless network is available throughout the Hilton Orlando conference area.

network: VanTaGe Password: vantage1

Tracker SummiT PreSenTaTiOnS and HandOuTSPresentations for most of the Tracker Summit sessions can be found in the VanTaGe mobile app.

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eVenTS

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Tracker WelcOme recePTiOnkick off the Summit in style by attending the legal Tracker Welcome reception on Sunday, June 4, 2017, from 7:00 pm to 8:30 pm in the Orange room. This is a great opportunity to meet with other legal Tracker clients and the legal Tracker staff, sponsors and exhibitors.

Sunday, June 47:00 pm – 8:30 pmOrange room

execuTiVe Q&a Panelcome to this session for a chance to ask the executive Team all the questions you have about all things Tracker.

Tuesday, June 63:15 pm – 4:15 pmHamilton & indian river

luncHTime PanelSThese panels will immediately follow lunch in the columbia/citrus/collier room.

oPTimizATion PAnelHear from a panel of Tracker clients who have made significant improvements in how they use Tracker to provide value to their business. don’t miss this Summit highlight!

ChAnGe mAnAGemenT PAnelHear from a panel of Tracker clients who have implemented significant change management programs for their legal departments.

monday, June 512:45 pm – 1:45 pmcitrus, collier & columbia

Tuesday, June 612:30 pm – 1:30 pmcitrus, collier & columbia

Tracker keYnOTe & rOadmaPJoin us to hear Thomson reuters management discuss the latest developments for all product lines as well as the world of technology, and how those developments are likely to affect law professionals.

monday, June 59:15 am – 10:30 amBonnet creek Salons Xi & Xii

WOrld BicYcle relieFThis year, Thomson reuters is proud to be supporting World Bicycle relief, a global non-profit organization mobilizing people through the Power of Bicycles.

in rural and emerging regions of the world, people struggle to meet their basic needs. Vast distances and limited transportation options often prevent access to schools, clinics and markets. World Bicycle relief has designed The Buffalo, a robust bicycle engineered specifically for rural terrain and heavy load requirements. To date, World Bicycle relief has distributed more than 340,000 specially designed Buffalo Bicycles to students, healthcare workers and entrepreneurs, and has trained more than 1,600 field mechanics across africa, South america and Southeast asia.

Visit the World Bicycle relief booth, located near registration, to see The Buffalo Bicycle and learn more about the Power of Bicycles. You can also enter our fundraising raffle for your chance to win a $200 gift card.

For just $148*, a Buffalo Bicycle can provide a student with life-changing access to education and opportunity. Together we can make a difference.* Thomson reuters will match all funds raised towards this initiative. With every $74 donation,

together, we will be able to buy a Buffalo Bicycle.

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VanTaGe mOBile aPP

download the VanTaGe mobile app to your iPhone, iPad, or android device to be sure you have all the latest conference information.

• View sessions and build your agenda

• connect with fellow VanTaGe attendees

• upload and view photos from the conference

• Provide feedback on sessions and tutorials

infoaccess registration information, learning Zone hours, expo Hall opening, and more.

inTeRACTive flooR PlAnlook up room locations easily with an interactive floor plan.

ATTenDees network directly with your peers in attendance. Finally, an easy onsite networking app has arrived!

PResenTATions View and save session materials like PowerPoint presentations and handouts.

soCiAl & PhoTo shARinGGet up-to-date conference event news, upload, view, and share photos directly from VanTaGe Orlando.

sessions & RATinGsPreview sessions, tutorials, and topic information –entirely searchable by track, room, or presenter. Provide feedback and ratings regarding session content.

ConfeRenCe BAGStore and save important conference content such as product brochures from an exhibitor, session presentations, and marketing collateral for future use.

sPonsoRsView our participating conference sponsors, a key component of the overall success of our conference events.

exhiBiToR CATAloGread detailed information and find booth location of each exhibitor participating in our VanTaGe expo Hall.

sPeAkeRsPreview speaker information and biographies. access presenter session assignments and provide ratings and feedback regarding presenters’ skill sets.

PeRsonAl PRoGRAmcreate your own personal schedule filled with your must-attend conference sessions, events, and tutorials.

messAGinG AnD meeTinG ReQUesTsSend messages and meeting requests to other attendees for easy networking and connectivity at VanTaGe Orlando.

VanTaGe mOBile aPP Quick reference Guide

Scan Qr code to download app.

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cOnference ScHedule Summary

cOnFerence SummarY

registrationSunday 6:30 pm – 8:00 pmmonday 8:00 am – 10:00 am

Tracker keynote & roadmapmonday 9:15 am – 10:30 am

Tracker knowledge Share centermonday 10:00 am – 5:00 pmTuesday 10:00 am – 5:00 pm

Sessionsmonday 11:00 am – 12:00 pm 2:15 pm – 3:15 pm 3:45 pm – 4:45 pm

Tuesday 9:00 am – 10:00 am 10:30 am – 11:30 am 1:45 pm – 2:45 pm

lunchtime Panels

monday 12:45 pm – 1:45 pmTuesday 12:30 pm – 1:30 pm

executive Q&a Panel

Tuesday 3:15 pm – 4:15 pm

Sunday7:00 pm – 8:30 pm

Tracker welcome Reception Orange (business casual attire)

Tuesday6:30 pm – 9:30 pm

Cheetah Awards Reception & Dinner Bonnet Creek Pavilion, Citrus, Collier & Columbia (business casual attire)

eVenTS

Tracker knOWledGe SHare cenTerStop by the Tracker knowledge Share center for one-on-one instruction from Subject matter experts for your legal Tracker solutions.

The Tracker knowledge Share center is located in the prefunction area outside the Orange room (on the lower level) and open during the following hours:

monday 10:00 am – 5:00 pm

Tuesday 10:00 am – 5:00 pm

PleAse noTe: The Tracker knowledge share Center is closed during keynotes and lunches.

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HOTel maP

Office

BONNET CREEK BALLROOM FLORIDIAN BALLROOM

JacksonIndian River

Salon I Salon IV Salon VII Salon X

Salon II Salon V Salon VIII Salon XI

Salon III Salon VI Salon IX Salon XII

Salon A Salon D Salon J

Salon B Salon E Salon K

Salon C Salon F Salon L

Alachua Baker Bay

Bradford Brevard Broward

Citrus

Collier

Columbia

Flagler Gilchrist Hamilton

Manatee

HILTON ORLANDO BONNET CREEK MEETING ROOMS

Salon G

Salon I

Salon H

Bonnet Creek Pavilion

De Soto

Duval

Dade

Dixie

Escambia

Lake NassauOrange

Palm Beach Sarasota

Taylor Union

Office

BONNET CREEK BALLROOM FLORIDIAN BALLROOM

JacksonIndian River

Salon I Salon IV Salon VII Salon X

Salon II Salon V Salon VIII Salon XI

Salon III Salon VI Salon IX Salon XII

Salon A Salon D Salon J

Salon B Salon E Salon K

Salon C Salon F Salon L

Alachua Baker Bay

Bradford Brevard Broward

Citrus

Collier

Columbia

Flagler Gilchrist Hamilton

Manatee

HILTON ORLANDO BONNET CREEK MEETING ROOMS

Salon G

Salon I

Salon H

Bonnet Creek Pavilion

De Soto

Duval

Dade

Dixie

Escambia

Lake NassauOrange

Palm Beach Sarasota

Taylor Union

n Registration

n world Bicycle Relief Desk

n Tracker keynote and Roadmap

n sessions

n lunchtime Panels/Cheetah Awards Dinner

n Cheetah Awards Reception

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cOnference ScHedule

mOndaY, June 5, 2017

8:00 am – 10:00 am registration

8:30 am – 9:15 am Breakfast BOnneT creek SalOnS Xi & Xii

9:15 am – 10:30 am Tracker keynote and roadmap BOnneT creek SalOnS Xi & Xii

10:30 am – 11:00 am Break

11:00 am – 12:00 pm

fOundaTiOnal adVanced STraTeGic

invoicing Best Practices Foundation JackSOn

key metrics to manage legal Spend flaGler & GilcHriST

international roll-out HamilTOn & indian riVer

12:00 am – 12:45 pm lunch ciTruS, cOllier & cOlumBia

12:45 pm – 1:45 pm Optimization Panel ciTruS, cOllier & cOlumBia

1:45 pm – 2:15 pm Break

2:15 pm – 3:15 pm

fOundaTiOnal adVanced STraTeGic

reporting Foundation JackSOn

The legal Tracker report flaGler & GilcHriST

diversity initiatives HamilTOn & indian riVer

3:15 pm – 3:45 pm Break

3:45 pm – 4:45 pm

fOundaTiOnal adVanced STraTeGic

Timekeeper rate review

JackSOn

making analytics, dashboards and reports actionable flaGler & GilcHriST

The ad-VanTaGes of Good legal Procurement Practices HamilTOn & indian riVer

SundaY, June 4, 2017

6:30 pm – 8:00 pm registration

7:00 pm – 8:30 pm Tracker Welcome reception OranGe

vantage 2017 Tracker SummiT • June 5 – 6 OrlandO

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TueSdaY, June 6, 2017

8:00 am – 8:45 am Breakfast ciTruS, cOllier & cOlumBia Sponsored by hBr Consulting

9:00 am – 10:00 am

fOundaTiOnal adVanced STraTeGic

Budgets and accruals

JackSOn

enabling data-driven decision making: from 1.0 to 3.0

flaGler & GilcHriST

Process efficiency Group discussion

HamilTOn & indian riVer

10:00 am – 10:30 am Break

10:30 am – 11:30 am

fOundaTiOnal adVanced STraTeGic

matter management, documents & contracts JackSOn

Quick matter create Hands-on Training

flaGler & GilcHriST

legal ethics, cyber Security & compliance

HamilTOn & indian riVer

11:45 pm – 12:30 pm lunch ciTruS, cOllier & cOlumBia

12:30 pm – 1:30 pm change management Panel ciTruS, cOllier & cOlumBia

1:45 pm – 2:45 pm

fOundaTiOnal adVanced STraTeGic

new Tracker coordinators JackSOn

integrations – know Your Options! flaGler & GilcHriST

What is next for legal Operations? HamilTOn & indian riVer

2:45 pm – 3:15 pm Break

3:15 pm – 4:15 pm General

3:15 pm – 4:15 pm executive Q&a Panel HamilTOn & indian riVer

6:30 pm – 9:30 pm cheetah awards reception & dinner BOnneT creek PaViliOn, ciTruS, cOllier & cOlumBia

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SeSSiOn deScriPTiOnS

FOundaTiOnal invoicing Best Practices foundationPresented by christiane Bayor and alisha marthaler

come learn how to build upon your current invoicing foundation. This session discusses best practices for getting firms to submit ledeS invoices, task and expense code best practices, and changing management around billing guidelines. resources available to help you with billing guideline drafting or revisions will be identified. We’ll cover strategies for providing guidance to firms on billing expectations, and ways to track and report cost savings from billing policy enforcement. come find out about new and planned Tracker features that will enable greater billing guideline enforcement in the future.

monday, 11:00 am – 12:00 pmJackSOn

reporting foundationPresented by alisha marthaler and Briana renzetti

Tracker reports and dashboards help you and your business partners gain the business intelligence needed to make accurate data-driven decisions. Join this session to learn about new and planned Tracker features that will further enhance your ability to provide metrics to your business.

monday, 2:15 pm – 3:15 pmJackSOn

Timekeeper rate reviewPresented by christiane Bayor and Jane fronczak

Join this session to learn how to improve timekeeper rate management, and maximize your company’s savings, with Timekeeper rate review. We will provide you with a better understanding of this industry-leading tool and help you take control of timekeeper rate management. We will also discuss new and planned features to help you better achieve your rate management objectives.

monday, 3:45 pm – 4:45 pmJackSOn

Budgets and accrualsPresented by Jane lee and Briana renzetti

come learn how to gather and report financial information more efficiently. This session will provide you with useful tools to better predict and manage legal costs. additionally, you’ll learn about new workflow features related to reviewing and approving financial data.

Tuesday, 9:00 am – 10:00 amJackSOn

matter management, documents and contractsPresented by amy Perrin and Shantel Pieratt

learn how to move beyond effective invoicing to next-level matter management. in this session, we will discuss existing, new and planned matter management features. We’ll also dig deep into how these features will help your legal team organize and search for key documents and contracts.

Tuesday, 10:30 am – 11:30 amJackSOn

new Tracker coordinatorsPresented by Ofoe canacoo and dan foster

This session covers what i wish i knew when i started, including a view into the law firm side of Tracker. come listen to a panel of experienced Tracker coordinators discuss lessons they’ve learned – the hard way – and learn how to avoid unnecessary pitfalls.

Tuesday, 1:45 pm – 2:45 pmJackSOn

vantage 2017 Tracker SummiT • June 5 – 6 OrlandO

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adVancedkey metrics to manage legal SpendPresented by fred Paulmann, founder, The counsel management Group

The counsel management Group, a Summit sponsor who specializes in helping corporate legal departments implement more effective fee structures, will lead this session focused on using metrics to drive successful outcomes and achieve greater value.

monday, 11:00 am – 12:00 pmflaGler & GilcHriST

The legal Tracker reportPresented by carly Toward and dan foster

This session highlights legal department trends and insights available with the new quarterly legal Tracker report. Gain an understanding of the initiatives your peers are focused on and how they are achieving success.

monday, 2:15 pm – 3:15 pmflaGler & GilcHriST

making analytics, dashboards and reports actionablePresented by Sam Toward and david kero

learn how to maximize your use of Tracker’s dashboards and reports and the available information they provide. in developing dashboard functionality, we’ve learned a lot about how legal departments identify business intelligence needs, who the key stakeholders are, and how to implement impactful Bi solutions. in this session, we will unveil, analyze and discuss the results of these findings. Be sure to bring your laptop!

monday, 3:45 pm – 4:45 pmflaGler & GilcHriST

enabling data-driven decision making: from 1.0 to 3.0Presented by Bobby Sands

legal analytics are quickly advancing from the early days of spreadsheet manipulation to current trends of leveraging big-data business intelligence tools. This session will focus on recent developments in legal analytics. Participants will discuss key metrics driving decisions in their legal departments, describe their journey to greater data-driven decisions, and share successes and challenges along the way.

Tuesday, 9:00 am – 10:00 amflaGler & GilcHriST

Quick matter create Hands-on TrainingPresented by Sam Toward and Jen mciver

a major 2017 feature is the ability to use a rules engine to automatically populate matter profile fields. This powerful feature enables faster matter creation, cleaner data for more accurate reporting, and a better user experience. come unlock the power of this feature with hands-on training. Be sure to bring your laptop!

Tuesday, 10:30 am – 11:30 amflaGler & GilcHriST

integrations – know your Options!Presented by michael Heikka, ross Hughey, and david kero

if you aren’t connecting Tracker to your other applications, this session is for you! it will provide you with a better understanding of the possibilities available when connecting Tracker to your other applications such as aP integration, currency exchange, accounting codes, and legal Holds.

Tuesday, 1:45 pm – 2:45 pmflaGler & GilcHriST

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SeSSiOn deScriPTiOnS

STraTeGicinternational roll-outPresented by Jen mciver and Shantel Pieratt

an effective international roll-out requires planning, grasping local tax requirements related issues and understanding key Tracker features. in this session, we will discuss critical roll-out issues, and how to effectively plan and resource a roll-out project. additionally, we’ll cover effective internal and external messaging.

monday, 11:00 am – 12:00 pmHamilTOn & indian riVer

diversity initiativesPresented by Jane lee and Ofoe canacoo

learn and discuss strategies for effective management of your diversity initiative, including how Tracker’s industry-leading Timekeeper rate review feature can help you implement and track an effective diversity initiative. These strategies will put your legal department at the forefront of your corporate diversity initiative.

monday, 2:15 pm – 3:15 pmHamilTOn & indian riVer

The ad-VanTaGes of Good legal Procurement PracticesPresented by Patrick kelley and ethan Patashnik

looking for new strategies to help you take advantage of the “buyer’s market” in legal? This session will dive into situations where cutting-edge procurement strategies have been implemented to reduce legal fees. We will include strategies and tools employed by legal and procurement departments, including hourly rate negotiation strategies, rFP’s, reverse auctions, aFa’s, preferred panels, and more.

monday, 3:45 pm – 4:45 pmHamilTOn & indian riVer

Process efficiency Group discussionPresented by Patrick kelley and Stephanie Jeffery

Join this session to share with—and learn from—other clients about key efficiencies gained in legal departments—whether directly related to Tracker, another technology solution, or simply a process change. This discussion covers Tracker and other technology solutions, process changes and management, and more.

Tuesday, 9:00 am – 10:00 amHamilTOn & indian riVer

legal ethics, cyber Security & compliancePresented by michael Heikka, dan Bodnar, and anne-marie Scollay

Join the conversation and learn how other companies are tackling today’s growing security issues. We’ll discuss what threats companies are worried about and how legal departments are partnering with their firms and internal stakeholders to mitigate risks. additionally, you’ll see what to expect from Tracker in the future as we partner with you to ensure secure solutions.

Tuesday, 10:30 am – 11:30 amHamilTOn & indian riVer

What is next for legal Operations?Presented by Wafik Guirgis, managing director, HBr consulting

legal Operations has moved from an innovative idea to a key stakeholder for many legal departments. in this session, HBr consulting will lead a discussion on strategies legal departments are employing to expand their legal ops teams, new roles that are being developed, and how to leverage Tracker data to demonstrate the value delivered by the legal operations function.

Tuesday, 1:45 pm – 2:45 pmHamilTOn & indian riVer

vantage 2017 Tracker SummiT • June 5 – 6 OrlandO

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GeneralOptimization Panelmoderated by John Han

Hear from a panel of Tracker clients who have made significant improvements in how they use Tracker to provide value to their business. don’t miss this Summit highlight!

monday, 12:45 pm – 1:45 pmciTruS, cOllier & cOlumBia

change management Panelmoderated by Shane rooney

Hear from a panel of Tracker clients who have implemented significant change management programs for their legal departments.

Tuesday, 12:30 pm – 1:30 pmciTruS, cOllier & cOlumBia

executive Q&a PanelPresented by eric ruud, eric Sudgen, elisabet Hardy, myles Van leuven, dan Bodnar, and carly Toward

come ask the executive Team all the questions you have about all things Tracker.

Tuesday, 3:15 pm – 4:15 pmHamilTOn & indian riVer

eXHiBiTOrS/SPOnSOrS

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HBr consulting www.hbrconsulting.com

HBr consulting delivers advisory, managed services and software solutions that increase productivity and profitability, while mitigating risk for law firms, law departments and corporations.BrOnZe SPOnSOr: Tracker TueSday BreakfaST

mosaic consulting inc mosaic-consulting.com

mosaic consulting provides expert consulting services to the corporate legal community.

The counsel management Group www.counselmgmtgroup.com

The counsel management Group, llc is an advisory and data analysis firm dedicated to helping corporate legal departments and law firms achieve greater value with respect to legal services.

GOld SPOnSOr: TreaSure cHeST

Totaldiscovery www.totaldiscovery.com

Totaldiscovery is a highly secure, legally defensible web application used by corporations, law firms and government to manage the complex requirements of legal hold, document preservation and discovery.

exhibitor and sponsor contact information is available in the vAnTAGe mobile app.

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THank YOu FOr aTTendinG THe Tracker SummiT aT VanTaGe 2017 OrlandO

Thomson reuters legal Tracker155 108 ave ne Suite 650 Bellevue, Wa 98004

legaltracker.com

© 2017 Thomson reuters elite. all rights reserved. Proprietary and confidential information of Thomson reuters elite. disclosure, use, or reproduction without the written authorization of Thomson reuters elite is prohibited.

The Thomson reuters elite product names used throughout are registered trademarks and belong to Thomson reuters elite. all other trademarks and registered trademarks are the property of their respective owners.

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