Orion Law Management Systems

2016 User Group Meeting

October 24th – 26th, 2016

Omni Atlanta Hotel at CNN Center – Atlanta, GA

Join the Orion LINK

Learn. Inspire. Network. Know.

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Add to My Calendar 2016-10-24 12:00:00 2016-10-26 18:00:00 America/New_York Orion UGM Join the Orion LINK: Learn. Inspire. Network. Know. Omni Atlanta Hotel at CNN Center Orion Law ugm@orionlaw.com


  1. Choose from a selection of educational, technical and thought leadership sessions which all provide a great ROI.
  2. Gain additional Orion training without paying our standard hourly rate.
  3. Interact with the experts and take your Orion skills to the next level.
  4. Learn about Orion’s software capabilities and see how your peers are using them to manage their firms.
  5. Obtain expert advice from industry leaders and learn about the tools we provide to help you attain your firm’s goals.
  6. Enhance awareness of the trusted solutions and partnerships Orion provides, which can quickly and easily improve your firm’s bottom line.
  7. Enjoy networking events like our Client Appreciation Dinner while developing valuable relationships with Orion staff and your peers.
  8. Be the first to hear about exclusive software enhancements and developments that we announce during the UGM.
  9. Increase your Orion education and become an invaluable resource as the master of Orion at your firm.
  10. Become a part of the Orion LINK. Learn. Inspire. Network. Know. Experience what brings Orion users back to our UGM year-after-year.
Learn. Inspire. Network. Know.

The Orion UGM will provide you with in-depth knowledge of Orion software while demonstrating practical applications to solve many challenging issues facing firms today.

Attend the Orion UGM and become part of the Orion LINK.
Let us help you make your case.

Need help justifying your trip?



Get ready to experience dynamic general sessions and targeted breakout sessions presented by Orion staff, our industry partners and Orion power users. You will benefit from dedicated training hours allowing face time with Orion leadership, combined with a hands-on approach to sharpen your Orion software skills. You can be confident that you will return back to your firm as an Orion expert, a valuable resource to your firm.

Learn More


General sessions and breakout sessions are led by our highly tenured professional staff along with special guests and some of your fellow Orion users. We carefully select our speakers and our sessions to reflect the interests and concerns of our clients, allowing you to make the most out of your UGM. No matter your position at your firm, you will find our wide array of speakers and topics appealing and informative. Our sessions are specifically developed by Orion staff to ensure that we keep presentations fresh and informative. If you have attended our UGM in the past, we are certain that you will find this UGM to be a completely new and worthwhile experience.

Learn More


Tired of just sitting and listening? We have what you need. Don’t just sit there – get hands-on! Take advantage of one-on-one time with experienced trainers, support staff and implementation specialists who are available to give you the personal insight you need. From software tutorials to technical and process answers, you’ll get valuable insight into best practices and learn what’s most important to your organization. Choose your one-on-one session based around your focus: Financial Management, Practice Management and Firm Management. No matter your position at your firm – from File Opening & Conflicts to Billing Clerk or from IT Manager to Managing Partner – we are confident you will find answers that appeal to your specific learning goals. To schedule a session, email UGM@orionlaw.com with a list of topics that you’d like to discuss with a member of our knowledgeable staff.


Omni Atlanta Hotel at CNN Center
100 CNN Center
Atlanta, GA 30303
Phone: 404-659-0000

Welcome to Atlanta, GA. The home of Orion UGM 2016.

Southern hospitality meets cosmopolitan elegance at downtown Atlanta’s only “Four Diamond” rated convention hotel. The UGM will be held at the Omni Atlanta Hotel at CNN Center and we are excited to offer discounted room rates at this hotel to all of our attendees. Located in the heart of downtown Atlanta within the bustling Luckie Marietta District, this luxury hotel treats you to views of the spectacular downtown skyline or picturesque Centennial Olympic Park. For convenient arrivals or departures, Atlanta Hartsfield International Airport is a mere 15-minute commute (12 miles) and public transportation is available nearby.

You put in the face time, now treat yourself to some down time.

After the sessions and hands-on training time, take some time for you to get to know Atlanta. The Omni Atlanta Hotel at CNN Center offers a little something for everyone. Dine at one of the on-site or nearby restaurants, or gather a group and head out to enjoy the Atlanta nightlife. The Omni is conveniently located in walking distance to CNN Headquarters, Coca-Cola Museum, Georgia Aquarium, College Football Hall-of-Fame, Centennial Olympic Park and much more. You will find that this is the best location to experience the energetic southern hospitality you’ll find only in Atlanta, GA.

A limited number of discounted rooms are available.

Book Your Room Today


Learn. Inspire. Network. Know.

Strengthening the Orion LINK

You won’t want to miss a moment. The Orion UGM offers many fun networking opportunities allowing you to make the most of your experience.

This year, we are excited to announce our exclusive Client Appreciation Dinner to say thank you for being a part of the Orion LINK. This will be taking place at one of Atlanta’s most coveted attractions, the Georgia Aquarium’s Arctic Room, which is walking-distance from the Omni.

Power Breakfasts

Monday, Tuesday and Wednesday – Omni Atrium

  • All attendees welcome.
Client Appreciation Dinner

Make a SPLASH in Atlanta

Monday Night – Georgia Aquarium’s Arctic Room

  • Exclusive event for Orion clients at one of Atlanta’s favorite attractions.
  • Ticket included for all attendees.
First Time Attendee Meet and Greet

Sunday Night – STATS: The Ultimate Sports Bar, 300 Marietta Street NW 6:00–8:00 PM

  • Ticket included for all “First Time” attendees.
Networking Lunches

Monday, Tuesday and Wednesday – Omni Atrium

  • All attendees welcome.


“The User Conference was really great. Well done! Obviously everyone put in a lot of time and effort to make it happen. Thanks for hosting the event and for the support you and your team provides.”

Gary Pace, Executive Director at Sacks Tierney, P.A.

“As a new user I was looking for best practices for both the software and for firm management, the conference provided answers to many of my questions.”

Barbara Bengston, Accounting Manager at Reid and Riege, P.C.

“The price of this conference makes it a tremendous value for a firm. The one thing I have said consistently since I got back was that ‘I learned a lot’!”

Colleen Ryan Miller, CFO at Young Moore and Henderson, P.A.

“The sessions were useful and I really enjoyed meeting other Orion Users, they had some great tips and tricks that I didn’t know about. It’s great to talk to other Users and compare what they are doing with what I am doing at my firm.”

Binny Nguyen, Firm Administrator at Wiand Guerra King, P.L.

“Great opportunity to meet other people in the legal field that use Orion. It is beneficial to hear how other people utilize the software. Also a great time to learn about the new features that Orion has in the works!”

Beverly Dukes, Accounting Manager at Anderson, Tate & Carr, P.C.

“Always good to be with other Users and to bounce ideas off each other regarding the practical use of the Orion Software. Sometimes the smallest things can make a huge difference in day-to-day operations.”

Lora Giroir, Accounting Manager at Bondurant, Mixson & Elmore,  LLP

“The sessions were great and it was also beneficial to hear from other Users to learn exactly how they use the software. During one of Cindy’s sessions, we were also given free tech support and step-by-step instructions on how to create three reports.”

Sadie Ronia, Accountant at Fabyanske, Westra, Hart & Thomson

“I had not attended a User Conference for many years, and wanted to get some training on the updates that have been provided since I last attended. The speakers were all very helpful and knowledgeable.”

Shery Bennett, Administrative Assistant at Gomel, Davis & Watson, LLP

“It was so nice to connect with the Orion staff who we interact with over the phone and through email, not often you get to do that!”

Karen Wilhelmi, CFO at Weintraub, Tobin, Chediak, Coleman, Grodin Law Corp.

“I’m glad I attended and it was productive for each of us who did. As an IT professional, I learned a great deal about the Orion system and gained a better understanding of our accounting team’s needs.”

Steve Mynes, Systems Administrator at First Annapolis Consulting/M&A Advisory Services


Who can attend the UGM?

In order to attend Orion UGM you must be a licensed client in good standing, who has directly purchased from Orion Law Management Systems, Inc. or one of its affiliates. Consultants, vendors, and other partners of Orion are eligible to attend by exclusive invitation only. Orion reserves the right to deny registration for any reason. Sessions are designed to inform and educate our clients and participation is limited to clients only.

Who should attend the UGM?

The Orion UGM can be a useful learning opportunity for almost everyone at your firm. Historically many of our attendees include CFO’s, Firm Administrators, Marketing Directors, Billing Managers, Accounting Managers, Managing Partners and other similar roles.

What do I receive as part of my conference registration fee?

Breakfast and lunch are included each day, along with a ticket to the exclusive Client Appreciation Dinner event on Monday evening. You will also receive snacks and beverages throughout the day along with an official Orion swag bag and internet access in the conference room space. Each attendee will be given a conference book that contains materials, handouts and copies of every presentation. This conference book will prove to be a coveted resource for many years to come.

Where can I find the agenda?

We’ve wrapped-up this year’s planning and are pleased to announce the list of topics and the speakers that have been carefully selected to reflect the interests and concerns of our clients, allowing you to make the most out of your UGM.
No matter your position at your firm, you will find our wide array of speakers and topics appealing and informative. Our sessions are specifically developed by Orion staff to ensure that we keep presentations fresh and informative. If you have attended our UGM in the past, we are certain that you will find this Orion UGM to be a worthwhile experience.
Click here for the UGM agenda.
Click here for a guide to each session.

I have to ask for approval to attend. Can you help?

Yes. We have created a Justification Letter for our potential attendees to use in their efforts to gain approval to attend. This is in PDF form so you can copy and paste it into an email or other document. If you have any further questions, email us at UGM@orionlaw.com.

Do I need to register for individual sessions?

No, there is no need to pre-select individual sessions. The Orion UGM is designed to be flexible and gives you the opportunity to change your conference track or breakout session topic as you wish.

How often does the UGM occur?

We typically hold the Orion UGM every 2-3 years. With the announcement of an exciting new location, we expect this one to be our biggest and best ever. You won’t want to miss it.

What time does the conference begin and end?

The Orion UGM begins on Monday morning with a kick-off keynote speaker. We provide breakfast beforehand and time for you to get checked-in and receive your conference materials. Monday and Tuesday the conference will wrap up before dinner, with lunch and snacks provided in-between. The Orion UGM will end on Wednesday around lunch time, we have an exciting opportunity for all attendees taking place at this time so schedule your travel plans accordingly. The official agenda with exact session times will be available on this website upon completion.

What is the conference dresscode?

We want you to be comfortable. Business casual attire is appropriate for all functions. You may also wish to bring a sweater or jacket (meeting rooms are often a little cool). As long as you are comfortable, we are happy.

How do I get to the hotel from the airport?

While the Omni does not offer a complimentary shuttle to and from the airport, the hotel is located only 12 miles from the airport and there are quite a few transportation options available. Taxi service is flat-fee approximately $30 each way. Public transpiration is available via MARTA for approximately $2.50 each way. Take the train north to the Five Points Station, then board the westbound train for 1 stop to CNN/GWCC Station. Take the escalator or elevator up and you can walk through the CNN Building to the hotel entrance. Mobile transportation applications such as Uber and Lyft can also be used to get to the conference site. If you chose to rent a car, the hotel offers on-site paid self-parking and valet.

Where do I check-in?

Conference check-in will occur Monday morning prior to the keynote session, outside of the elevators on the Atrium level of the Omni Hotel.

How do I pay for the UGM?

Once we receive your registration request form, Orion will invoice you directly for payment.

Can I share UGM information with someone outside of my firm?

Clients understand and agree that certain information furnished to you by Orion in connection with the Orion UGM, regardless of the form in which such information is presented, is confidential, non-public, and/or proprietary information and is the sole property of Orion. You agree not to disclose confidential information to any third party, and to protect these materials using the same degree of care you use to protect your confidential information.

I require special assistance or have dietary restrictions, whom do I contact?

During registration, you can note any special needs in the additional comments section or you can email your requests to UGM@orionlaw.com.



Additional attendees from the same firm will receive a $200.00 discount on registration.

All cancellations must be received in writing. A complete refund of registration fees (minus a 15% administrative fee) will be issued if the request is received by July 30, 2016. No refunds will be made after July 30, 2016; however, replacements for registrants may be made at any time without penalty.


Questions? Email UGM@orionlaw.com if you have any questions, comments or concerns.

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