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Agenda and Session Listing

The official session-topic listing of over 40 sessions has been released!  Keep checking back to this page as more session details will continue to be released in the coming weeks.   Here is the current session catalog to be offered during this 3 day learning event.  If you don't see a session topic you may have been hoping would be offered, please let us know by sending an email to

  • DFTech product-oriented sessions (for both Intellistat and Steere Products) in lecture and hands-on  formats :
    • Automating the Partner Performance, Compensation and Review Process
    • Best Practices, Tips and Tricks for a Paperless Prebill Process with PrebillManager
    • Best Practices, Tips and Tricks for AlertManager
    • Communicating Matter Economic Performance using  Intellistat Matter Planning & Pricing
    • Cool Client Use Cases for AlertManager
    • Data Mining with Intellistat Reporting (Hands-On)
    • Deployment Strategies and Best Practices for Intellistat Budgeting & Forecasting
    • Deployment and Adoption Strategies for Intellistat Analytics
    • Financial Report Creation and Distribution (Hands-On)
    • Focusing on Financial Forecasting
    • Intro to the NEW Intellistat Application Portal
    • Introduction to Designing Financial Reports
    • Matter Pricing, Budgeting and LPM: Different Approaches for Different Audiences
    • Outside Counsel Guideline Management with PrebillManager
    • Refresher Training for Intellistat Analytics Administration
    • Refresher Training for Intellistat Budgeting & Forecasting Administration
    • Refresher Training on Rules Setup and Configuration in PrebillManager
    • Report Creation and Distribution Strategies with EIS and ReportManager
    • Revenue and Expense Budget Modeling Mechanics
    • Sharing Matter Budget Metrics with Attorneys
    • Stretching the Limits of Intellistat Reporting
    • Under the Hood of Intellistat Profitability
    • Understanding Intellistat Database Structures and Schema
    • Utilizing Utilities and Reports to Help Manage Your Budget Process
  • Functional Sessions in both lecture and panel formats:
    • AFAs and Pricing Strategies (Panel)
    • Best Practices for Profitability Strategies and Cost Allocations
    • Best Practices, Tips and Gotchas for your Financial System Conversion
    • Change Management Challenges and Solutions (Panel)
    • Data Management: The Good, the Bad and the Ugly
    • Defining the Best Partner Comp Cost Allocation Method for Your Firm
    • Driving Data to Decisions: Managing the Firm Through Data Analytics (Panel)
    • Keys to Successful Implementation Projects
    • Solving Business Challenges with Custom Applications
  • Technical  Sessions in both lecture and hands-on formats:
    • Advanced Excel for Financial Analysis (Hands-On)
    • Advanced SQL Training (Hands-On)
    • Basic SQL Training (Hands-On)
    • Leveraging PowerBI for Visualizations and Reporting
    • SQL Performance Tuning and Query Execution Plans
    • System Selection Decision-Making: Comparing Aderant and 3e Data Structures
    • Understanding Aderant Table Structures
    • Understanding 3e Table Structures 
    • Writing Reports with SSRS (Hands-On)
  • Meet the Experts sessions: 

Informal sessions with industry and product experts from DFTech to discuss your firms unique challenges & initiatives.

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