Twice-Annual Practice Enhancement Retreat (TAPER)

Name: Twice-Annual Practice Enhancement Retreat (TAPER)
Start: 2021-04-26T08:00-EDT
End: 2021-04-30T12:00:00

Our Twice-Annual Practice Enhancement Retreat (TAPER) also incorporates live training, with a focus on new innovations in practice proficiency, operations, marketing, hiring, team building, personal and professional growth… basically, whatever you need to know to run a successful firm based on how YOU define success. The fact that many of our Members attend both TAPERs each and every year testifies to the event’s power and value, as well as the spirit of community inherent in LWP membership.

Reserve Your Space

$ 897 / firm

For additional questions or to register, email Amanda Ross at aross@lawyerswithpurpose.com or call 877-299-0326.

Sponsors

Hourly Schedule

Wednesday

8:00 AM - 10:00 AM
Firm Introductions & Keynote

10:15 AM - 12:00 PM
Top Ways to Make the Most out of Your Website

Speakers: Lisa Roser

10:15 AM - 12:00 PM
Gain a Better Understanding of Probate and Trust Administration Best Practices
This session will cover the basics of probate and trust administration from start to finish with a focus on best practices. You’ll walk through a hypothetical trust administration, adding line items to an accounting as we move through the process. You’ll also learn tips and tricks for navigating both probate and trust administration, as well how to charge for each service. By session’s end you’ll understand the “big picture” concepts of probate and trust administration, the best practices involved, and how to get started.
Speakers: Brittney Shearin Esq., Elizabeth Evans Esq.

12:00 PM - 1:00 PM
Lunch

1:00 PM - 2:30 PM
Master the Roles and Responsibilities of the Client Services Coordinator
One of the most important positions in your firm is that of Client Services Coordinator (CSC). In this interactive session you’ll learn the myriad roles of the CSC—gatekeeper, central hub, director of accountability—and the tools the CSC must master to accomplish them. These include calendar management; the creation of key reports; the Dashboard; Actionstep; and more. You’ll learn through real world examples, role playing, and group sharing of CSC success stories (and failures).
Speakers: Amanda "Mandy" Bossow, Maria Dardano

1:00 PM - 2:30 PM
Learn the Ethics Surrounding “Your Client” at Each Stage of the Estate Planning Process
As you move through the estate planning process, the person who is legally “your client” may change. So, too, might your ethical responsibilities. In this session, we’ll examine the Model Rules of Professional Conduct and how to interpret them at different points of client engagement. Through case studies and group discussion, you’ll learn to recognize potential ethical conflicts, the language you must use to protect yourself, and how to avoid unfortunate outcomes if faced with an ethical issue. You can apply for CLE credits by attending this session.
Speakers: Brittney Shearin Esq.

2:45 PM - 4:15 PM
Take the Guesswork Out of Hiring: When, How, and Why to Hire New Team Members
Having the right people in the right positions is essential for your firm’s efficiency and profitability. Both can suffer when one person fills too many roles. In this session you’ll learn how to determine when it’s time to add a new member to your team; the steps to take before posting an ad; LWP tools, tips, and tricks to ensure your budget can accommodate the new hire; and what you should (and shouldn’t) do during the hiring process. LWP’s proven hiring system, together with tools like the Revenue Focuser, Time Templates, and the KPI Calculator help ensure you’ll never make a bad hire again.
Speakers: Briana L. Moriarty

2:45 PM - 4:15 PM
Learn How to Determine Your Marketing’s Return On Investment Using Actionstep
Is your investment in marketing paying off? In this session you’ll learn how to use Actionstep to pinpoint your marketing ROI. You’ll also gain an understanding of the difference between marketing campaigns and “activities,” how to set up campaigns and activities to meet your specific goals, and how to incorporate Actionstep into your revenue tracking. You’ll be able to work with Actionstep on your own device during this interactive presentation.
Speakers: Ryan Wegner

4:30 PM - 6:00 PM
Close Your Vision Meetings the Right Way: Efficiently, Profitably
If you struggle with closing at the Vision Meeting, you don’t want to miss this session. You’ll learn how to use LWP tools and the LWP system to overcome obstacles and get to the close easily. We’ll walk through the entire enrollment process, role play various scenarios, and work on the language you should use to expedite closing. By session’s end you’ll have the knowledge and confidence you need to turn more Vision Meetings into engagements.
Speakers: Amanda "Mandy" Bossow, Timothy Crisafulli Esq.

Thursday

8:00 AM - 10:00 AM
Share, Compare, and Learn: Owner/Attorney Panel
“How do I hire the right people?” “How do I make the LWP system work for me?” “How did you bounce back from the pandemic?” These are just a few examples of the types of questions you can ask fellow owner/attorneys during this free-wheeling Panel. 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.
Speakers: Briana L. Moriarty

8:00 AM - 10:00 AM
Share, Compare, and Learn: Team Member 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.
Speakers: Amanda "Mandy" Bossow

10:15 AM - 12:00 PM
Follow the Darn System (FDS) to a More Profitable, Sustainable, and Satisfying Practice
FDS isn’t just a sassy mantra, it’s LWP’s cornerstone for success. The “System” has been developed through years of research, scientific analysis, and capital investment—and validated by the success of hundreds of Members. In this session we’ll use case studies, hands-on exercises, group discussion and more to help you determine the specific areas in which you excel and those you need to work on. You’ll leave with a thorough understanding of the LWP system and renewed confidence that it is indeed the foundation for a successful practice, both financially and personally.
Speakers: Jeffrey Bellomo Esq., Timothy Crisafulli Esq.

12:00 PM - 1:00 PM
Lunch

1:00 PM - 5:00 PM
Firm Retreats: Getting Paid in 2021
Set your goals and develop your plan for a profitable 2021. 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 2021 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.
Speakers: Amanda "Mandy" Bossow, Phil Miner, Ryan Wegner

Friday

8:00 AM - 12:00 PM
WHY DAY Supercharge Your Team’s Performance: 28 Days to a Motivated, Highly Productive Team
In this engaging Why Day, workplace psychologist and best-selling author Dr. Jason Jones will show you how to boost your team’s motivation and engagement in a matter of weeks. You will learn the motivational triggers that drive all human behavior; the five scientifically proven factors that influence workplace motivation and engagement; the difference between individual and team motivation; the importance of intrinsic motivation; how to balance differences in competence between team members; and more. You’ll leave with a concrete plan to increase your team’s chemistry, collaboration, and performance—which in turn will improve your firm’s proficiency and profitability.
Speakers: Dr. Jason Jones