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TAPER Charlotte (May 2022)

The entire LWP team would like to thank everyone who joined us for a fantastic program at TAPER Charlotte and virtually! As always, we had a wonderful time, both sharing information with—and learning from—you, our cherished members!

Here are just a few of our most memorable moments:

Agenda

TAPER Info

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Hourly Schedule

8:00 AM - 10:00 AM

Firm Introductions & Keynote: Navigate Workplace Rapids

Greg Hawks
Corporate Culture Specialist | Hawks Agency

There are three unique elements that create rapids in a river: Pressure, Obstacles and Terrain Change. Those same three appear with force in our work environments today instigating change. They can crush us or create an adventure. Staying in the raft and navigating the difficulties they each create takes skill, teamwork and perspective. There are two aspects to the river: Above and below the surface. The same is true with us. What’s going on around us and what’s transpiring inside of us when change is disrupting our lives. This dynamic presentation will offer discernment for addressing both. With enthusiastic wit and wisdom, Greg brings alive the whitewater experience. The river is just like work. It continually flows with unforeseen treachery and offers new challenges daily. As a Corporate Culture Specialist, Greg shapes environments where everyone gets to contribute their best daily! For two decades he has mentored leaders, developed teams, crafted culture and and empowered employees. As a Keynote Speaker, he is an enthusiastic character. His style, wit and energy consistently capture the attention and imagination of audiences. His forward thinking contributes fresh perspectives that work.

10:15 AM - 12:00 PM

The Vision Meeting: Overcoming Common Roadblocks

Erach Screwvala Esq.
Legal-Technical Attorney | Lawyers with Purpose

The Vision Meeting plays a crucial role in discovering and addressing your prospects’ needs, and in developing solid, rewarding client relationships. We’ll use video demonstrations of common roadblocks that arise during Vision Meetings and how to overcome them. You’ll learn what works (and what doesn’t), as well as the importance of MIFY skills and adaptability. You’ll leave with the knowledge and techniques you need to confidently manage a productive and profitable Vision Meeting. Member participation is welcome!

10:15 AM - 12:00 PM

Take a Closer Look at Working Remotely

Jeffrey Bellomo, Esq.
Elder Law Attorney, Bellomo & Associates LLC

Tammy Ely
Drafting Coordinator, Probate Coordinator and Funding Coordinator, Bellomo & Associates

Many Attorney/Owners balk at having a team that works remotely, even though the technology that makes it possible has been available for years. As you’ll discover during this session, the reluctance to working remotely is really a matter of mindset and implementation. We’ll help you evaluate whether a virtual team is right for your firm; identify the technology needed and the LWP tools, systems, and process tweaks that facilitate implementation; walk through a “day in the life” of a matter handled remotely; and more.

12:00 PM - 1:00 PM

Lunch

1:00 PM - 2:30 PM

Bubbles and Boxes and Business Succession Planning

Howard Weyers Jr., Esq.
Attorney, Family and Elder Law of Mid-Michigan, P.C.

Work on your understanding of fundamental business succession concepts and strategies in this engaging session. Through a combination of hypothetical case studies and group discussion, you’ll learn the differences between business entities and how they are held, how to fund businesses to a revocable living trust or asset protection trust plan, how to create inside-out and outside-in protections for business owners, the laws governing business plan funding, and more.

1:00 PM - 2:30 PM

Supercharge Your RMS Process

Adrianne Peters Sipes, Esq.
Attorney, Compass Estate Planning & Elder Law

Phil Miner
Performance Management Specialist, Lawyers with Purpose

Turn your Relationship Management System (RMS) process into a steady, profitable flow of high-quality leads. Role playing and hypothetical conversations will show you how to identify opportunities and showcase your value to synergistic professionals, get Strategy Meetings scheduled, and properly close Synergy and Strategy Meetings. We’ll also review relevant LWP focusers and reports so you can effectively track and measure results. Don’t miss this chance to add even more vroom to the proven power of RMS!

1:00 PM - 2:30 PM

Are You Ready to “Let Go” and Grow?

Briana L. Moriarty
Head of Member Services, Lawyers with Purpose

The decision to add team members can be difficult, especially for solos and owners of small firms accustomed to handling multiple roles themselves. In this session we’ll examine the three law firm models (Profitable, Robust, E-Freedom) and explore the financial and team structures at each level. You’ll learn how to determine the right time to hire; the “seat” you should fill first; LWP’s proven strategies, systems, and processes for efficient growth; and more. By session’s end you’ll know why, when, and how to grow your practice.

2:45 PM - 4:15 PM

You are NOT Your Fees

Briana L. Moriarty
Head of Member Services, Lawyers with Purpose

Elizabeth Evans, Esq.
Attorney, Estate Planning Law Center

Do you feel uncomfortable talking about fees with prospects and clients? If so, you’re not alone—but this interactive session will change your mindset! Your true value is the knowledge, skills, and expertise that enable you to protect hard-earned assets, guide families through crises, and ultimately, help clients achieve greater peace of mind. Once you feel confident about your worth, putting a price on it becomes easy. In fact, it is likely you are not charging enough. Let’s change that!

2:45 PM - 4:15 PM

Take Full Advantage of the Opportunities Inherent in Social Media

Lisa Roser
Head of Marketing & Sales, Lawyers with Purpose

Announce your social media presence with authority! In this compelling session you’ll gain an understanding of the social media options available, which ones to use, and how to use them. We’ll look at examples of successful campaigns and explore user-friendly tools to help you utilize social media for brand awareness, advertising, and ultimately, the generation of new leads, conversions, and revenue.

2:45 PM - 4:15 PM

Master the New and Improved Dashboard

Amanda “Mandy” Bossow
Performance Management Specialist, Lawyers with Purpose

The new dashboard is better than ever, and in this session we’ll unveil the highlights! You’ll learn how to complete the dashboard using the five key focusers; who should generate and review it, and when; the difference between the dashboard for solos/small teams and larger firms; and how to upload the dashboard to the AS portal so LWP can assess it and provide support if needed. Ultimately, you’ll gain an understanding of how the new dashboard will impact your daily, monthly, and annual growth.

4:30 PM - 6:00 PM

Join a Rewarding Discussion at the Marketing Roundtable

Lesley Blaine
Director of Operations, SmartMarketing

Lisa Roser
Head of Marketing & Sales, Lawyers with Purpose

Let’s roll up our sleeves and talk marketing, one of the four pillars of practice success. Join our marketing experts and Member attorneys who have “done it” in this open-ended session. We’ll cover topics such as regional differences between markets, why it’s important to take the Marketing and Advertising Assessment, branding and lead generation, and anything that’s on YOUR mind. Think of this as an Idea Bank with exceptionally high returns on a small investment of your time.

4:30 PM - 6:00 PM

Let’s Talk Turkey: Finance Roundtable

Briana L. Moriarty
Head of Member Services, Lawyers with Purpose

Celeste Witchley
Head of Finance, Lawyers with Purpose

Melissa Petronio
Staff Accountant, Lawyers with Purpose

Join the Estate Planning Law Center’s finance team and Director of Operations Briana Moriarty for a free-wheeling discussion of all things finance. It’s a great opportunity to pick their brains, share what’s on your mind, and gain an understanding of law firm financial management from the experts who do it every day.

8:00 AM - 10:00 AM

Share, Compare, and Learn: Attorney/Owner Panel
E-Freedom Panel
“How do I make the LWP system work for me?” “How do I get the most from my team?” “How do you successfully close a Vision Meeting?” These are just a few examples of the types of questions you can ask fellow owner/attorneys during this free-wheeling panel discussion. Limiting attendance to owner/attorneys allows you to broach topics and ask questions that you might not feel comfortable discussing with your entire team in the room.

8:00 AM - 10:00 AM

Share, Compare, and Learn: Team Member Panel
Law Firm Leaders Panel
“What is the best way to hold my boss accountable?” “What can I do to help the firm operate more efficiently?” “How do I handle ‘difficult’ clients?” You can ask questions like these, and share whatever else is on your mind, during this Team Member Panel. Since attendance is limited to your peers—teams from around the country—you can talk freely about issues you might not want to raise with your firm’s owner in the room.

10:15 AM - 12:00 PM

Taking Guidr to Market, both RMS and Retail

Lisa Roser
Head of Marketing & Sales, Lawyers with Purpose

Gain a thorough understanding of the Guidr℠ platform from start to market. You’ll learn the complete Guidr onboarding process; how to build your firm’s Guidr marketing plan; the components of the Guidr marketing toolkit and how to use them effectively in your community; and the proper mindset for digitizing your firm. Best of all, you’ll see how other Members have successfully integrated Guidr into their practices. Open discussion and questions are welcome!

12:00 PM - 1:00 PM

Lunch

1:00 PM - 5:00 PM

Firm Retreats: Getting Paid Throughout 2022

Amanda “Mandy” Bossow
Performance Management Specialist, Lawyers with Purpose

Candace Pollock, Esq.
Attorney and Certified Coach

Phil Miner
Performance Management Specialist, Lawyers with Purpose

Set your goals and develop your plan for a profitable 2022 third and fourth quarter. You and your team will learn how to use Brainstorming Sprints, the Money Plan, the Four-Month Focuser, the Implementation Focuser, and the Project Focuser to gain an understanding of, and take responsibility for, your 2022 goals. At the end of the retreat you’ll be ready to take a proactive rather than a reactive approach to achieving all of your goals.

8:00 AM - 12:00 PM

WHY DAY: Discover the Secrets to Catapulting Your Firm from Good to Great

Molly Gabor
President, Dynamic Training and Coaching

Why Day will change the way you think about leadership, team building, and communication to help you transform your firm from merely good to truly great. You will discover that the most transformative leaders are not what you’d expect: charismatic, egotistical, self-serving. Rather, they often possess a paradoxical mixture of personal humility and fierce professional resolve, along with the capacity to channel their ego away from themselves and into the goal of building a great company. Topics will include the five levels of leadership; first who, then what; confronting the brutal facts; the hedgehog concept; the culture of discipline; and technology accelerators. Based on the principles of the legendary Jim Collins, Why Day will be led by Dynamic Training & Coaching Co-Founder Molly Gabor. A masterful communicator, Molly’s clients include AOL, Biogen, Citibank, Cushman & Wakefield, Ralph Lauren, Red Robin, RenaissanceRE, Toys R Us, Sun Products, and many more.