Training Team at Advocate Capital, Inc.

April 5, 2018 by Donna A. Jones

Training Team at Advocate Capital, Inc.

Do you know that we have a team of expert training professionals at Advocate Capital, Inc.? Our team is led by our dedicated Training Specialist, Billie Hardison, and is here to help you with any AdvoTrac® questions. The training team is also staffed with Quickbooks Pro Advisors who can assist you with recording Advocate Capital transactions in Quickbooks, both Desktop and Online!

As our dedicated Training Specialist, Billie is also our resident expert in the Excel application. You may have seen her continuing series of Excel Tips and Tricks featured on the Advocate Capital blog and website. If you have specific questions or require assistance with reports in Excel, schedule a session for one-on-one guidance.

In fact, contact us at TrainingTeam@AdvocateCapital.com or 615-577-1000 for any of your training needs!

Note: Advocate Capital, Inc. does not provide tax, legal or accounting advice. Our training on QuickBooks and other topics are presented for informational purposes only, and are not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should always consult your own tax, legal and accounting advisors.

Senior Vice President

Photo Credit: Rido

Share this:

About Donna A. Jones

Donna Jones is the President and Director of Associate & Client Experience at Advocate Capital, Inc., which became a part of Pinnacle in 2019. Ms. Jones is a member of the Board of Directors of Advocate Capital, Inc. and serves as a member of the Credit Committee. Her responsibilities include education and training of Advocate Capital staff regarding civil litigation, coaching new clients on the fundamentals of Advocate’s online services, as well as its proprietary software application, AdvoTrac®, and all activities related to existing and prospective clients.

* In most jurisdictions, a law firm can recover finance charges related to funding case expenses from case awards, but the compliance requirements can be too expensive to implement. Only Advocate Capital, Inc. has the proprietary AdvoTrac^® expense tracking system and service team that allows firms to easily comply with allocation and reporting requirements. So, for example, if a firm recovers at least 90% of its advanced case expenses, like most of our clients, the annual net cost of funds is very small-typically less than 1%. Contact us to discuss how our program can work for your firm. All loans are subject to credit approval, and terms and conditions may vary.

Financial Services provided through Pinnacle Bank, a Tennessee Bank, which is a Member FDIC and Equal Housing Lender. Loans may be subject to credit approval.

Learn about what Advocate Capital, Inc. does with your personal information. Copyright © 2020 Advocate Capital, Inc. • Litigation Expense Funding • All Rights Reserved • Site Map