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TAPER Atlanta (April 2023)

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

Agenda

Hourly Schedule

8:45 AM - 10:00 AM

Firm Introductions & Keynote: Elevate Your Mind

Shawn Harper
Bridge Builders International

Without losses, there are no wins and without adversity, nothing to overcome. Although many embark on the road to achieving their dreams, in the face of fear and doubt, most stray from the path. Few ever rise to their highest potential.

Shawn Harper, knew what it was like to come in last. From an early age, the odds were stacked against him. He struggled both financially and academically, facing a multitude of obstacles, he longed to find a sense of purpose. Doubted by his teachers, peers, and coaches, he was deemed “not good enough”. By all accounts, he should have lost but in his darkest hour he chose to fight – and won. His story is one of inspiration, grit, and determination – a tale of the underdog fighting his way to the NFL. He would go on to play for the Colts, Rams, Oilers and NFL Europe, becoming a decorated athlete and earning the respect of his teammates.

Today Shawn is a motivational speaker, entrepreneur, and accomplished author of “The Winning Edge”. He travels nationwide, captivating audiences from locker rooms to board rooms with his energetic style, wit, and candor. His commitment to sharing strategies and techniques learned both on and off the field has left a profound impact on all who will listen. Shawn’s mission is to guide both teams and individuals to use those same methods to find purpose, strengthen work culture, elevate focus, achieve goals, and win in all facets of life!

Life is a game of choice. How you choose to play the game determines the outcome. If you’re sick of losing, join the “Winologist” as he unveils the playbook to a winner’s mindset!

10:15 AM - 11:30 AM

The Time is Now! Time Tracking & KPIs

Amanda Bossow
Head of Education
Lawyers with Purpose

Briana Moriarty
Head of Professional Services
Lawyers with Purpose & Estate Planning Law Center

Time is the most valuable of commodities. Is your firm using theirs wisely? With proper analysis, time tracking offers a window into staff performance and expectation. Where are the patterns, the outliers and what needs to change? First and foremost, you must know how, what and where to track. We will demonstrate how to use Actionstep’s time tracking features, discuss time templates, measure KPIs, show real time tracking samples and decipher necessary and unnecessary data. Don’t waste another passing minute! Join us today!

10:15 AM - 11:30 AM

Do You Trust Your Funding? Streamlining the Process.

Kyle Madigan
Director of Operations
Estate Planning Law Center

Does your firm have a sure-fire way of ensuring your clients’ plans are properly funded from start to finish? Do you trust the process? This session offers a step-by-step demonstration of successful practices utilized by “The Lab”. Learn how to effectively streamline the process by making use of LWP’s newly minted 1.0 Trust Funding Matter and Workflow, build and maintain funding tables, master confirmation meetings, and more! Heighten your understanding of systems and processes to take your firm to the next level of excellence!

11:30 AM - 1:00 PM

Lunch

1:00 PM - 2:15 PM

Medicaid: Learn the Rules. Reap the Rewards.

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

Does adding Medicaid to your practice seem too daunting a task? Do you find yourself lost in the weeds in terms of ever-changing rules and regulations? Imagine how your prospective clients must feel! Does additional revenue and increased referrals sound enticing? If your answer is “yes” then settle in for a deeper understanding of the legal technical concepts of Medicaid, identify referral sources, and utilize an array of LWP’s resources including PWP Medicaid Training and the Medicaid Workflow in Actionstep. Don’t miss out on an opportunity to bolster your firm’s success by exploring uncharted territory. You may be surprised at what you discover!

1:00 PM - 2:15 PM

What Are "They" Saying About You?

Lisa Burline-Roser
Head of Marketing
Lawyers With Purpose

The best form of advertising is word of mouth. What are your clients, prospects, professional contacts and employees really saying when you leave the room? What message are you sending out to the community? Learn how to control the conversation when it comes to fostering positive word of mouth advertising. Personalize your branding and share your unique story through everything from online campaigns, articles and blogs to community involvement, office decorum and aesthetic. Hear genuine input from attorneys who have followed the process and generated positive results. By sessions end, participants will be prepared to take marketing and advertising assessments, implement tactical advertising strategies and design six-month goals to help improve word of mouth advertising. Come away equipped with the proper tools and methods to leave clients raving to friends and family! Lay the proper foundation and let them do the talking for you!

2:30 PM - 3:45 PM

Product Update: Guidr, CCS & Actionstep

Brittney Shearin
Head of Product | Legal Technical Attorney
Lawyers with Purpose

Andrew Beacock
Chief Technology Officer
Guidr

Learn the latest in the world of Product Development! We will introduce our new team of professionals, walkthrough changes in the CCS, provide Actionstep updates, discuss Guidr’s direction for 2023, unveil Guidr Medicaid and more! Attendees will have the opportunity to ask questions via “Slido”. All materials will be made available to participants after the session.

2:30 PM - 3:45 PM

Prove Your Value with a Maintenance Program

Alan Hougum, Esq.
Owner
Hougum Law Firm, LLC

Zoey Vecellio
Director of Operations
Hougum Law Firm, LLC

Does your firm have a Maintenance Program? Would you like to implement one but aren’t sure where to start? Do you want to prevent your clients from feeling like they were trapped in an extended auto warranty with no value to back it up? Learn how to enhance your practice by launching a successful Maintenance Program! We will discuss marketing, plans and offerings, setting prices for annual growth, event management, maintaining a budget, educating, and engaging clients during update meetings and more! Prove your value to both your clients and yourselves!

4:00 PM - 5:15 PM

Leave a Dazzling Impression. Enhancing Client Experience.

Briana Moriarty
Head of Professional Services
Lawyers with Purpose & Estate Planning Law Center

First impressions are lasting ones. How closely are you monitoring the client experience? What sets your firm apart from the competition? From the first phone call to planning to maintenance, details are everything! Are people sitting in the right seats to effectively promote their individual talents when in comes to client engagement? This session will dive into the significance of individual roles in building a healthy team dynamic, creating enriching experiences and defining and refining your aesthetic. From sending emails to measuring client experience through reports, by sessions’ end you will be well on your way to earning glistening reviews and referrals! Don’t be afraid to ask the hard questions and be prepared for honest answers!

5:15 PM - 6:15 PM

Happy Hour Hosted by the LWP Member Advisory Board

8:00 AM - 8:50 AM

Workshop: Elevate Your Profits

Pam Jordan
CEO & Founder
Pivot Business Group

Grab a coffee and bite to eat before settling in for an interactive workshop courtesy of our breakfast sponsor, CEO and founder of Pivot Business Group, Pam Jordan. Pam is an entrepreneur, speaker, coach and financial expert who has assisted countless companies increase their earnings through her unique brand of profit analysis. Her expertise and commitment earned her recognition as Outstanding Business Executive of the Year and multiple features such as 40 under 40 in Triad Business Journal. Topics of discussion will include Value Billing, the 2% change formula and how to incorporate P&L and chart accounts. Come prepared to participate and examine your own firm’s numbers. Learn how small changes can make a significant impact on your earning potential and even cut costs!

9:00 AM - 10:00 AM

Revenue Focuser to the Rescue: Measuring Goals

Amanda Bossow
Head of Education
Lawyers with Purpose

What is the LWP Revenue Focuser? Let us show you! We will demonstrate how to calculate attorney time and plan revenue, in terms of reaching your monthly, quarterly and annual goals. Identify the data necessary to compose your focusers and learn how to interpret your results. Participants will be given the opportunity to fill out their own focusers and have it reviewed by an LWP member. The LWP Revenue Focuser is a valuable tool to help your team measure, reach and even exceed your goals!

10:15 AM - 11:30 AM

Use Your Resources! Drafting in 2023.

Brittney Shearin
Head of Product | Legal Technical Attorney
Lawyers with Purpose

Erach Screwvala
Legal Subject Matter Expert
Lawyers with Purpose

Drafting is crucial in ensuring your plans cater to the individual needs of your clients. With so many available resources in the LWP universe, are you confidently using them to your advantage? If your answer is “no” or even “maybe”, you will want to join us for an educational tutorial led by two of LWP’s Technical Attorneys with both personal and professional insight into best practices and common pitfalls that come with the territory. Discover underutilized features of the Client Centered Software (CCS) templates, get a comprehensive overview of the SORT, CRT, IRA Analysis tool and test your drafting knowledge through sample fact patterns.

10:15 AM - 11:30 AM

Focus and Success with RMS

Phil Miner
Subject Matter Expert
Lawyers with Purpose

A Relationship Management System “RMS” like any other system must be properly maintained to continue running smoothly and efficiently. RMS is an inevitable investment of time, focused efforts and resources. Are you getting the best return on your investment? Find out by getting acquainted with the multitude of available LWP Focusers, designed to track and analyze data, including the RMS Focuser Summary, the RMS Meeting Focuser, the RMS Referral Focuser and more! Learn how to hit your KPIs, build stronger relationships, generate quality leads, maintain a referral stream, structure effective RMS meetings and master Synergy meetings!

11:30 AM - 1:00 PM

Lunch

1:00 PM - 5:15 PM

Why Day. Elevate to a Self-Led. Self-Accountable Growth Law Firm

David J. Zumpano
Founder
Lawyers with Purpose

Standards are the benchmarks by which an organization thrives. However, without individual accountability, teams lack the structural capacity for self governance and growth. What are your standards for yourself and others? Join David J. Zumpano, founder of Lawyers with Purpose, for a Why Day which will illustrate what it means to be self- lead and self-accountable by “objective standards” as discussed in the newly released LWP Leadership Proclamation. Discover the power of commitment and adaptability in creating operational standards which reinforce individual responsibility and foster team success. Take this opportunity to reflect, identify and declare the standards necessary for firm growth and profitability. Come prepared to walk away with an empowered team that will take ownership of their role and strive to take the law firm beyond its greatest potential possible.

6:30 PM - 9:30 PM

TAPER Member Night: The Painted Pin

The Painted Pin is an upscale boutique bar, bowling and entertainment venue in an industrial warehouse space in the heart of Buckhead’s Miami Circle.

Join us for some friendly competition on the lanes. Don’t want to bowl? Spend some time at the indoor bocce courts or shuffleboard lanes. Play some hoops or beat your team at giant Jenga. There’s something for everyone!

If you’d rather relax and enjoy some food, drinks and friendly conversation, kick back on one of the many beautiful chesterfield couches calling your name.

We’ll provide a buffet dinner and drinks. All we need is you.

REGISTER NOW

9:00 AM - 1:00 PM

Firm Retreats: Rising Above Challenges

Phil Miner
Subject Matter Expert
Lawyers with Purpose

Bryn Simpson
Head of Experience
Lawyers with Purpose

Bethany Mackey

Bethany Mackey
COO
Lawyers with Purpose

Amanda Bossow
Head of Education
Lawyers with Purpose

Briana Moriarty
Head of Professional Services
Lawyers with Purpose & Estate Planning Law Center

Join forces as a team to strategize both your individual and professional goals. Learn to set measurable objectives utilizing Brainstorming Sprints, the Money Plan, the Four-Month Focuser, the Implementation Focuser, and the Project Focuser. Come with your ideas and an open mind. Equip your team with the tools to prepare for and conquer obstacles in the coming quarter!

Thank you to our Sponsors