TUESDAY, OCTOBER 6–WEDNESDAY, OCTOBER 7...TUESDAY, OCTOBER 6–WEDNESDAY, OCTOBER 7 We will begin...
Transcript of TUESDAY, OCTOBER 6–WEDNESDAY, OCTOBER 7...TUESDAY, OCTOBER 6–WEDNESDAY, OCTOBER 7 We will begin...
TUESDAY, OCTOBER 6–WEDNESDAY, OCTOBER 7We will begin promptly at 7:00am PST / 10:00am EST on both days
BOOT CAMP TO SUCCESS*
Creating a Purpose and Profit-Driven Practice with Academy Co-Founders Robert Armstrong and Sanford M. Fisch
STRATEGIC PLANNING SYSTEM—BRIEF OVERVIEW**:Aligning Your Business with Your Personal Values
FINANCE AND OPERATIONS MANAGEMENT SYSTEM:Managing by the Numbers
A SYSTEMS APPROACH TO LEADERSHIP:Creating a Firm Culture, Focusing on Unique Abilities and the Road to Mastery
STAFF ACCOUNTABILITY AND TEAM BUILDING SYSTEM:Putting the Right People with the Right Skills in the Right Positions
COMPREHENSIVE TECHNOLOGY SYSTEM:Leveraging Online and Offline Tools to Draft Documents and Manage Your Firm
INTEGRATED MARKETING AND PUBLIC RELATIONS SYSTEM:Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects
NO STRESS CLIENT ENGAGEMENT SYSTEM:Predictably Inspiring Consumers to Take Action and Retain Your Firm
EFFICIENT WORKFLOW SYSTEM:Drafting, Reviewing and Executing State-of-the-Art Estate Plans
CONTINUING LEGAL EDUCATION SYSTEM:Staying on the Cutting Edge of Effective Legal Strategies
ANCILLARY BUSINESS SYSTEMS:Leveraging Client Relationships to Generate Multiple Sources of Revenue
ONGOING MASTERMIND SYSTEM:Structures to Participate in a Community of Like-Minded Attorneys
* Boot Camp is for VIP Guests only
** Prerequisite for Boot Camp. Attendees must bring their completed Strategic Planning Worksheet. To review the eLearning Training Courses on Strategic Planning and download the Strategic Planning Worksheet, Members go to members.aaepa.com/strategicplanning | VIP Guests please email [email protected]
THURSDAY, OCTOBER 8, 2020
6:45am-7:00amSIGN IN A FEW MINUTES EARLY AND CHAT WITH YOUR FRIENDS!
7:00am-8:00amWELCOME AND OPENING CEREMONY
8am-8:05am5-MINUTE STRETCH BREAK
8:05am-9:00amFOUNDERS MESSAGE
9:00am-9:30amBREAK
9:30am-11:00amKEYNOTE SPEAKER: FINDING MEANING IN WORKSpeaker: Nora Mclnerny
11:00am-11:30amBREAK
11:30am-1:00pmFUTURE OF LAW FIRM MARKETINGSpeakers: Rita Chaires and Alicia Durante with Robert Armstrong
1:00pm-1:30pmBREAK
1:30pm-3:30pmQUIZ SHOWSpeaker: Steve Hartnett
3:30pm-4:00pmBREAK
4:00pm-4:45pmONLINE HAPPY HOUR: MEET YOUR FRIENDS IN SMALL GROUPS!
SUNDAY, OCTOBER 11, 2020MAIN
6:30-6:55amRISE & SHINE-NETWORKING
7:00am-8:30amLEGAL HOT TOPICS INCLUDING LAWYER CYBERSECURITY Speaker: Lucian Pera, Adams and Reese, LLP
8:30am-9:00am BREAK
9:00am-10:30am OWNERS AND TEAM MANAGERS BACK TO BASICS SESSION: TEAM PERFORMANCE STRATEGIES—BEST PRACTICES AND TIPS FOR MANAGERS Speaker: Alicia Durante
10:30am-11:00am BREAK
11:00am-Noon OWNERS ONLY ROUNDTABLE: BUYING A PRACTICEFacilitators: Practice Building Coaches and Member Panel
Noon
END OF 2020 FALL SUMMIT
FRIDAY, OCTOBER 9, 2020MAIN BREAKOUT
6:30-6:55amRISE & SHINE-NETWORKING
7:00am-9:00amFEDERAL TAX LAW UPDATESSpeaker: Sam Donaldson, Georgia State University College of Law
7:00am-9:00amHANDS-ON: IMPLEMENTING YOUR ONLINE MARKETING STRATEGYSpeakers: Rita Chaires and the OMG Team
9:00am-9:30amBREAK
9:30am-11:30amLEGAL ETHICS FOR THE ESTATE PLANNING ATTORNEYSpeaker: Thomas Spahn, McGuire Woods
9:30am-11:30amREWORKING YOUR WORKFLOWSpeakers: Practice Building Coaches
11:30am-12:30pm BREAK
12:30-2:15pmCLIENT INTAKE FORM TRAINING
Speakers: Donna Hooper, Randy Harwick and Steve Hartnett
2:15pm-2:30pmBREAK
2:30pm-4:30pmTHE LIFE-CHANGING MAGIC OF GRANTOR TRUSTSSpeaker: Sam Donaldson, Georgia State University College of Law
2:30pm-3:30pmPOINT PEEPS HAPPY HOUR BY INVITATION ONLY!Speakers: Practice Building Coaches
SATURDAY, OCTOBER 10, 2020MAIN BREAKOUT
6:30-6:55amRISE & SHINE-NETWORKING
7:00am-8:30amTHE 40/40 SOLUTION: MASTERING EMOTIONAL INTELLIGENCESpeaker: Don Phin, Great HR
7:00am-8:30amCOUNSELPRO 8 KNOWLEDGE BASESpeaker: Taylor Jones
8:30am-9:00amBREAK
9:00am-10:30amSUCCESS STORIES AND LESSONS LEARNED
Facilitator: Robert Armstrong
10:30am-11:00amBREAK
11:00am-12:30pmON-CAMERA EXPERT: PRESENTING OVER THE WEB
Speaker: Jeff Bishop, Baker Communications
12:30pm-1:00pmBREAK
1:00pm-2:00pm MATSON MONEY SESSION
Speaker: Matson Money Team