Speakers
Learn from the Best in the Industry
Over 25+ speakers including:
- Dave Zumpano, LWP
- Britt Shearin, LWP
- Amanda Bossow, LWP
- Tim Crisafulli, Crisafulli Estate Planning
- Gia Andrews, Estate Planning Law Center
- Andrew Jaloza & Cristal Torres, The Estate Planning and Elder Law Group
- Michelle Fontanet, Deliberato Law Center …and many more leading experts and real-world attorneys
Tim Crisafulli
Crisafulli Estate Planning & Elder Law
Tim Crisafulli is an estate planning and elder law attorney dedicated to helping families protect their assets, preserve their wishes, and care for future generations. A former social studies teacher, Tim is passionate about educating clients so they fully understand their options and can make informed decisions. He serves clients in both New York through Crisafulli Estate Planning & Elder Law and California through Silver Fox Estate Planning & Elder Law, P.C.
Session: One Big Beautiful Bill Act: Key Components for Estate Planning & Elder Law
Doug Ley
Elder Advisors Law
Doug Ley is the founder of Elder Advisors Law, a multi-state elder law and estate planning firm headquartered in Wisconsin, and a VA-accredited attorney with extensive experience in advanced estate planning, Medicaid, special needs planning, and Veterans Benefits. A Vietnam-era veteran and former financial services executive, Doug is passionate about educating professionals and helping families navigate complex planning challenges. He is also deeply committed to serving his community through mentorship, volunteer work, and support for veterans and those in need.
Session: Your First Trust Administration: A Practical Guide from Start to Finish
Tina Pudlas
Elder Advisors Law
Tina Pudlas coordinates trust funding and brings a diverse background in financial services, marketing, and management to her role. A Marquette University graduate, she is passionate about financial planning and enjoys helping clients see the benefits of thoughtful estate planning. Outside of work, Tina enjoys traveling, volunteering, attending concerts, and serving her community through the Janesville Women’s Club.
Sessions: Your First Trust Administration: A Practical Guide from Start to Finish
Growing Your Firm: Knowing When—and How—to Hire an Attorney
Jennah Gerhart
Bellomo & Associates
Jennah Gerhart is the Chief Operating Officer at Bellomo & Associates, bringing experience across Medicaid, probate, client services, marketing, and firm operations. Her broad background gives her a unique understanding of both the firm’s day-to-day operations and the client experience. Outside of work, Jennah enjoys spending time with her daughter, exploring new restaurants, and riding motorcycles with her husband.
Session: Beyond Job Descriptions: Building Accountability Through Role Clarity
Sal LaMendola
Giarmarco, Mullins & Horton, P.C.
Sal LaMendola is a shareholder in the Trusts and Estates Practice Group at Giarmarco, Mullins & Horton, P.C., where he has practiced since 1996. He focuses on estate planning, retirement benefit planning, irrevocable trust modifications, and charitable planning, helping individuals and families develop tailored strategies to meet their long-term goals. Sal holds a law degree from Notre Dame Law School and an undergraduate degree in accounting from the University of Notre Dame.
Session: Strategizing Retirement Accounts Post-SECURE
Aaron Kempen
Krause
Aaron Kempen is a relationship manager and educator at Krause, where he helps attorneys incorporate Medicaid Compliant Annuities into their crisis planning strategies. With degrees in finance and economics and a background in financial consulting, Aaron specializes in simplifying complex Medicaid planning concepts through training and education. He is passionate about helping attorneys grow their practices while providing effective solutions for seniors and their families.
Session: Beyond Spend-Down: Advanced Medicaid Annuity Planning Strategies
Rachel Lipski
Cardinal
Rachel Lipski is the Client Services Coordinator at Cardinal, bringing a diverse background in education, customer service, and client relations. A Bloomsburg University graduate and former piano instructor, Rachel is passionate about connecting with people and creating a welcoming experience for every client. Outside of work, she enjoys local history, volunteering in her community and church, reading, cooking, and caring for her pets.
Session: The Scheduling Advantage: Creating an Exceptional Client Experience
Matt Kerbis
Practi
Subscription Attorney LLC
Matt Kerbis is the Co-Founder and CEO of Practi and founder of Subscription Attorney LLC, where he champions subscription-based legal services and the use of artificial intelligence to make legal representation more accessible and affordable. An award-winning attorney, speaker, and podcast host, Matt regularly presents on legal innovation, technology, and modern law firm business models, helping attorneys move beyond the billable hour and build more scalable practices.
Session: The Ethics of AI: Understanding Your Professional Responsibilities
Dave Zumpano
Estate Planning Law Center
Dave Zumpano is the founder of the Estate Planning Law Center, Medicaid Practice Systems (MPS), and Lawyers with Purpose (LWP). A nationally recognized attorney, CPA, author, and speaker, Dave has dedicated his career to estate planning, elder law, Medicaid planning, and asset protection while educating thousands of attorneys across the country. His innovative law practice systems have been implemented by more than 750 law firms nationwide, helping attorneys build more effective and successful practices.
Session: Beyond the LLC: Strategic Planning with the Single Purpose iPug®
Jason Navarro
Bambiz
Jason Navarro is Head of Growth at Bambiz, where he helps estate planning and elder law firms grow through sharper positioning, education-based demand generation, and practical growth strategy. His perspective comes from the growth side of the market and is informed by Bambi’s nearly decade-long focus on estate planning and elder law firms. Jason is also developing The Elder Law Advantage, a strategic book helping estate planning attorneys understand the client-service and business opportunity created by adding elder law responsibly.
Session: The Urgency Advantage: Why Elder Law Funnels Are Outperforming Traditional Estate Planning Marketing
Emily Maltese
Crisafulli Estate Planning & Elder Law
Emily is our Law Firm Leader and one of our Paralegals. She focuses on Probate and Trust Administration as well as managing the firm. Emily graduated from Le Moyne College with a BA in Psychology and a minor in Criminology. With a passion for lifelong learning, she is excited to further her education-not only in academia- but on the job as well. Emily enjoys spoiling her dog, Cannoli, writing poetry, and exploring the city by foot.
Session: Growing Your Firm: Knowing When—and How—to Hire an Attorney
Katie Stratmann
Skipton Law
Katie Stratmann is the Chief Operating Officer at Skipton Law, bringing more than 20 years of experience in law, banking, and business operations. With a background in paralegal studies, marketing, and management, she is passionate about simplifying the estate planning process and creating an exceptional client experience. Katie works closely with the firm’s team to streamline operations, foster growth, and ensure clients feel informed and supported every step of the way.
Session: Growing Your Firm: Knowing When—and How—to Hire an Attorney
Britt Stouffer
Stouffer Legal
Britt Stouffer is the founder of Stouffer Legal and a forward-thinking attorney known for her innovative approach to law firm leadership and client service. With a background in law and business, she is passionate about continuous learning, leveraging technology, and building a culture of excellence within her firm. Britt regularly applies fresh ideas and best practices to improve legal services while helping her team and clients thrive.
Sessions: AI Panel: Practical Strategies for the Modern Law Firm
From Prospect to Lifelong Client: Improving Retention with the LWP Sales Process
Victoria Collier
Quid Pro Quo, LLC
Victoria Collier is a nationally recognized expert in law firm valuation, succession planning, and practice sales. As the founder of Quid Pro Quo, LLC and a former estate planning and elder law firm owner, she helps attorneys maximize the value of their firms and successfully navigate ownership transitions. A Certified Exit Planning Advisor (CEPA), Certified Value Builder Advisor (CVBA), and host of the Smart Lawyers Position to Transition podcast, Victoria is passionate about helping lawyers build profitable practices and prepare for life after law.
Session: Exit Ready: Building a Law Firm Worth Leaving
Amanda Trecartin
Hougum Law Firm, LLC
Amanda M. Trecartin obtained her bachelor’s degree in social work from Andrews University where she graduated summa cum laude. She attended law school at UW-Madison, where she served as a Senior Managing Editor of the Wisconsin Law Review. During law school she also worked in the Family Court Clinic where she helped low-income individuals with divorce and custody issues. Amanda practices estate planning, elder law, guardianship, and special needs planning. In her free time Amanda enjoys running, hiking, and exploring the Ice Age Trail with her goldendoodle.
Sessions: Funding Beyond Cash: Planning for Real Estate, Businesses & Other Illiquid Assets
Phillip Wylkan
Law Offices of Phillip T. Wylkan
Phillip Wylkan is the founder of the Law Offices of Phillip T. Wylkan Law Firm and a Certified Elder Law Attorney specializing in estate planning, Medicaid planning, trust administration, and elder law. Since 2011, he has helped clients develop comprehensive, personalized estate plans while educating professionals and the public on current elder law issues. Phillip is committed to providing compassionate guidance that helps clients protect their assets, preserve their legacy, and achieve their long-term planning goals.
Session: The Probate Blueprint: Building a Consistent, Profitable Practice
Ginger Cole
Lawyers With Purpose
Ginger Cole is a Human Resources leader with extensive experience in the legal field, bringing expertise in team development, workplace culture, and firm operations. Since joining the Estate Planning team in 2017, she has played a key role in supporting the firm’s mission of delivering exceptional client service through strong leadership and effective HR strategies. Outside of work, Ginger enjoys running, hiking, and spending time with her family.
Sessions: Hiring with Confidence: Building the Right Team from Day One
Amanda Bossow
Lawyers With Purpose
Amanda Bossow joined Lawyers with Purpose in 2017 as an Implementation Specialist after spending six years with an LWP member firm in roles including Client Services, Marketing, and Medicaid Coordination. Passionate about implementation, Amanda works closely with attorneys and their teams to successfully integrate LWP systems, improve efficiency, increase profitability, and create a healthier work-life balance. Drawing from her firsthand experience in a member firm, she understands the challenges of change and is committed to helping firms build successful, system-driven practices. Outside of work, Amanda enjoys spending time with her husband and three daughters, as well as reading, writing, and outdoor adventures.
Sessions: Calendar/Time Management
Reporting & Data Entry
Building a Modern, Efficient Law Firm: Systems That Drive Success
Annual Planning Retreat: Plan the Year. Win Every Quarter.
Phil Miner
Lawyers With Purpose
Phil Miner is a practice development and business coach with more than 10 years of experience helping estate planning and elder law attorneys grow more efficient, profitable, and successful firms. Through his expertise in leadership, systems implementation, practice management, and performance tracking, Phil has helped attorneys increase revenue, overcome challenges, and build stronger practices. He is passionate about coaching legal teams, fostering accountability, and equipping firms with the tools and strategies needed to achieve lasting success.
Sessions: Beyond the Synergy Meeting: Building Referral Relationships That Last
RMS Overview
Kolbe & StrengthsFinder: Find Your Sweet Spot
Annual Planning Retreat: Plan the Year. Win Every Quarter.
Lisa Roser
Lawyers With Purpose
Lisa Roser is a business and marketing strategist with more than 20 years of experience helping organizations achieve sustainable growth through innovative marketing and strategic planning. She specializes in developing results-driven strategies, tracking performance through key metrics, and aligning digital and traditional marketing efforts to meet business goals. A sought-after educator and speaker, Lisa is passionate about sharing her expertise while balancing her dedication to family, community, and professional excellence.
Sessions: Lead Generation That Works: Building Campaigns for Growth
AI Panel: Practical Strategies for the Modern Law Firm
Sydney Albrecht
Lawyers With Purpose
Sydney Albrecht is a legal technical attorney at Lawyers with Purpose, supporting member attorneys in their continuous growth and improvement of their practice. Prior to joining LWP, Sydney worked as an associate attorney at a boutique estate planning firm in Richmond, Virginia, helping client of various backgrounds meet their estate planning objectives.
Sessions: Mastering the TAP Trust: From Design Template to Drafting Confidence
All About the iPug
EP Drafting 101
TAPER Info
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