Lawyers With Purpose

Twice-Annual Practice Enhancement Retreat (TAPER)

TAPER Virtual Event
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 those who have seat(s) included, the per firm fee for additional attendees will be $247

To register, email Amanda Ross at aross@lawyerswithpurpose.com, call 877-299-0326 or complete this form and we will contact you to enroll your team.

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Sponsors

Elder Life Group

Hourly Schedule

Wednesday

8:00 AM - 10:00 AM
Firm Introductions & Keynote: Turn Adversity into Opportunity Through the Power of Resilience
In this inspirational keynote, best-selling author, entrepreneur, and two-time TEDx speaker Anne Grady will show you that the ability to successfully navigate change and triumph over adversity boils down to a single word: Resilience. Anne will share moving personal stories, cutting edge, research-based content, and proven implementation tools to help you manage stress and balance priorities; overcome self-defeating habits; improve emotional regulation and attention; and grow “strong enough” to bounce back quickly from challenges that once seemed overwhelming. Discover why Anne’s raw honesty, edgy humor, authenticity, and insight have transfixed audiences around the world and made a lasting difference in thousands of people’s professional and personal lives.
Speakers:
Anne Grady
10:15 AM - 12:00 PM
Take the Next Step in Mastering Actionstep: Document Assembly and Merge Fields
Learn how to create and edit WORD documents in Actionstep using the merge documents feature. During this advanced Actionstep training, you’ll gain an understanding of the merge field format and how to populate WORD documents with contact information and any type of customized data you wish. Bring your laptop and you’ll be able to get hands-on experience editing your own WORD documents in Actionstep.
Speakers:
Gwen Otwell, Ryan Wegner
10:15 AM - 12:00 PM
Build a Budget that Helps Build Your Firm, Part 1
Your budget is your financial roadmap to profitability. In this two-part series, we’ll walk through the entire LWP budgeting process. In part one you’ll learn how to use Excel to plot your revenue, expenses, and profitability; how to use last year’s data to forecast your future budget; and how to adjust your budget throughout the year to ensure built-in profitability. Bring your 2020 year-to-date financial statements to use in building your 2021 budget.
Speakers:
Celeste Witchley
12:00 PM - 1:00 PM
Lunch
1:00 PM - 2:30 PM
The Future is Now: The Role of Modern Technology in the Practice of Law
The pandemic accelerated the adoption of modern technology by estate planning firms nationwide. Virtual workshops and client meetings, working remotely, and outsourcing became the norm rather than the exception. In this enlightening session you’ll learn how fellow Members have used technology to meet the pandemic’s myriad challenges, how technology will continue to impact operational efficiency and profitability as we return to “normal,” and how to maintain processes when automating various tasks.
Speakers:
Briana L. Moriarty
1:00 PM - 2:30 PM
Build a Budget that Helps Build Your Firm, Part 2: Actionstep and Reporting
Accurate budgeting and reporting are two of the pillars of law firm success. In part two of our budgeting series you’ll learn where and how to enter your budget numbers into Actionstep and how to pull those numbers into monthly reports to track your business in real time. You and your team will put “pen to paper” and work with the LWP team to build your budget for 2021.
Speakers:
Celeste Witchley
2:45 PM - 4:15 PM
Protect Your Clients and Your Bottom Line with a Client Maintenance Program
A maintenance program ensures your clients’ plans remain up-to-date while simultaneously providing your firm with a reliable, predictable revenue stream. It also allows you to get paid for work you are already doing. In this workshop you’ll learn how a maintenance program acts like a line of credit for your firm, what services to include in your program, and how and when to sell your program to your clients. Here’s your opportunity to lay the foundation for a lucrative maintenance program in 2021 and beyond.
Speakers:
Jennifer McDonnell Esq., Kyle P. Madigan
2:45 PM - 4:15 PM
Learn and Earn: Master Ethics in Elder Law and Earn Your Ethics CLE Credits
In this workshop you’ll learn how to manage existing and potential conflicts of interest; guidelines for determining a client’s capacity to execute legal documents; the rules governing client confidentiality; and other ethical considerations in the practice of elder law and estate planning. We’ll work in small groups to review case studies for potential ethical problems. You will earn valuable ethics CLE credits by completing this workshop.
Speakers:
LWP Legal Team
4:30 PM - 6:00 PM
Best Practices in Funding from Start to Finish
Fund your clients’ trusts with confidence! In this session you’ll gain a thorough understanding of the entire funding process, from starting the funding “conversation” with your clients in the Pre-Vision Meeting all the way through plan maintenance. You’ll learn the differences between the three types of funding (self, firm, outside sources); how to use funding tools like the checklist, funding table, and follow-up worksheet; how to track assets; and how to confirm a plan is properly funded.
Speakers:
Amanda "Mandy" Bossow, Kyle P. Madigan
4:30 PM - 6:00 PM
Get the Most Out of LWPCCS: Advanced Drafting Strategies and Techniques
LWP Client Centered Software is more powerful than ever, particularly with the new SECURE Act template. Through live drafting and hands-on training, you’ll learn how to use lesser-known features to maximize the software’s potential; how to safely perform post-generation edits; what to do if the software doesn’t address a particular client scenario; and how to utilize the new SECURE Act template with confidence.
Speakers:
Brittney Shearin Esq.

Thursday

8:00 AM - 8:50 AM
Member Committees: A Proven Approach to Networking, Sharing Knowledge, and Overcoming “Universal” Challenges
Back by popular demand—and with an exciting new twist—Member Committees allow you to network with other Members, share experiences, discuss specific areas where you have struggled, and learn from fellow Members how specific challenges have been addressed and overcome. Get real-time advice from like-minded attorneys who have “been there and done that.” Plus, we’ve added two new sessions, one for owners and one for team members. Imagine how enlightening those will be!
Speakers:
Amanda "Mandy" Bossow
9:00 AM - 10:00 AM
Marketing Tool Kit Roll Out: Marketing Your Firm has Never Been Easier or More Cost-Effective!
Get more leads, motivate conversions, and generate new revenue with our proprietary Marketing Tool Kit and Workshop in a Box. In this session you’ll learn how to use each of the marketing tools in the kit, determine which tools are right for your firm and market, and ascertain whether you should outsource your marketing or keep it in-house. Now you can effectively market your firm without spending an inordinate amount of time or money.
Speakers:
Lisa Roser
10:15 AM - 12:00 PM
Share, Compare, and Learn: Owner/Attorney Panel
“How do I grow my team?” “How do I make RMS work for me?” “What did you do when the pandemic shut everything down—how did you bounce back?” These are just a few examples of the types of questions you can ask fellow owner/attorneys during this 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
10:15 AM - 12:00 PM
Share, Compare, and Learn: Team Member Panel
“How do I hold my boss accountable?” “How can I make sure the firm makes money?” “How do I communicate more effectively with clients, prospects, and fellow team members?” You can ask questions like these, and share whatever else is on your mind, during this 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:
Phil Miner
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, Candace Pollock Esq., Phil Miner

Friday

8:00 AM - 12:00 PM
Why Day - Living on Purpose: Strategies for Balance in a Changing World

In the midst of this massive change, uncertainty, and grief that we currently find ourselves in, we must create a new game plan for moving beyond survival—to discover new ways of living our lives with purpose, meaning, and fulfillment. In this unique WHY DAY session, we will use compelling exercises, strategies, and tools to create this new roadmap for the next leg of your journey and beyond. Be ready to:

  • Tap into your greater wisdom and internal guiding system
  • Strengthen your sense of self
  • Explore new perspectives around work/life balance
  • Reignite your motivation
  • Connect to a new vision for yourself and your future

Together we will discover how to navigate this changing landscape with grace and grit.

Speakers:
Paula Friedland
Anne Grady
Anne Grady
Author
Gwen Otwell
Gwen Otwell
Support Team Lead - Actionstep
Ryan Wegner
Ryan Wegner
Actionstep Consultant - Lawyers with Purpose
Celeste Witchley
Celeste Witchley
Chief Financial Officer - Lawyers with Purpose
Briana L. Moriarty
Briana L. Moriarty
Director of Member Services - Lawyers with Purpose
Jennifer McDonnell Esq.
Jennifer McDonnell Esq.
Partner - Lawyers with Purpose
Kyle P. Madigan
Kyle P. Madigan
Funding Coordinator - Estate Planning Law Center
LWP Legal Team
Amanda
Amanda "Mandy" Bossow
Implementation Specialist - Lawyers with Purpose
Brittney Shearin Esq.
Brittney Shearin Esq.
Legal-Technical Attorney - Lawyers with Purpose
Lisa Roser
Lisa Roser
Director Of Marketing - Lawyers with Purpose
Phil Miner
Phil Miner
Practice Coach/Implementation Specialist - Lawyers with Purpose
Candace Pollock Esq.
Candace Pollock Esq.
Attorney
Paula Friedland
Paula Friedland
A Coach for Life

Date

Oct 21 - 23 2020

Time

Central Standard Time (CST)
8:00 am - 6:00 pm

Location

Online

More Info

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Category

Organizer

Lawyers with Purpose
Phone
877-299-0326
Email
aross@lawyerswithpurpose.com

Speakers

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