TAPER Cleveland (October 2024)
The entire LWP team would like to thank everyone who joined us for a fantastic program at TAPER Cleveland! As always, we had a wonderful time, both sharing information with—and learning from—you, our cherished members!
Agenda
TAPER Info
Hourly Schedule
8:00 AM – 10:15 AM
Firm Intros & Keynote
Jones Loflin
Speaker, Author, Coach
Helping you and your team make the best choices with your time so you can thrive! For over 29 years Jones has helped grow confident leadership, implement change and improve productivity with simple, no-fluff solutions any organization can use! Participants in his keynotes leave excited and capable of achieving greater success with their work while also reducing the burnout and overload so common in today’s world.
10:30 AM – 11:30 AM
Combating Social Engineering: Cyber Security Best Practices and Awareness Training
Austin Trego
CISSP, CISA
Vivitec
Terry Pruett
Client Engagement Manager
Vivitec
Vivitec leads the charge in empowering individuals and organizations with robust cyber security solutions. Their tailored programs offer comprehensive cyber security best practices and immersive security awareness training to effectively thwart social engineering attacks. Explore the intricacies of the NIST framework with Vivitec’s expert guidance, ensuring compliance and resilience in the face of evolving threats. Arm yourself with the knowledge to swiftly recognize and skillfully respond to social engineering tactics, safeguarding your digital assets with confidence.
10:30 AM – 11:30 AM
Optimizing Marketing ROI: Tracking Efforts with Actionstep
Bethany Mackey
COO
Lawyers With Purpose
Discover how to effectively create and track marketing initiatives in Actionstep, or independently if preferred. In this session, we’ll delve into the fundamentals of marketing campaigns and activities, exploring their significance and potential impact. Learn how to brainstorm and propose innovative ideas and gain insights into entering them at the start of the year to drive engagement and track progress. Don’t miss out on this opportunity to enhance your marketing strategy and optimize your tracking efforts for maximum effectiveness.
11:30 AM – 1:00 PM
Lunch
1:00 PM – 2:15 PM
Mastering Trust Administration: Strategies, Tax Planning, and Communication
Howard Weyers, Esq.
Sara Reedy, Esq.
In this session, delve into the administrative process of establishing and administering an SST comprehensively. Gain insights into onboarding retirement assets, managing RMDs, navigating tax implications, and optimizing returns. Learn strategies for organizing an SST family meeting to facilitate effective communication and decision-making. Additionally, uncover critical SST issues such as powers of appointment, tax planning strategies like “screw the taxman,” and the dynastic nature of SSTs. Don’t miss out on mastering the complexities of SST management and optimization.
1:00 PM – 2:15 PM
Unlocking Client Engagement: The Power of Workshops in the LWP Process
Briana Moriarty
Head of Professional Services
Lawyers With Purpose
Learn why Workshops serve as the crucial first step in the LWP process and the significance of educating clients before they enter the conference room. This discussion addresses concerns from members hesitant to host workshops due to feeling ill-prepared in all areas of the law. Understand that workshops are not intended to offer a comprehensive Law School 101 crash course; rather, they are a platform for building relationships with potential clients and showcasing lawyers as authentic individuals with personal stories to share. We’ll dismantle the obstacles preventing members from incorporating workshops into their firms, empowering them to utilize this valuable tool for client engagement and relationship-building.
2:30 PM – 3:45 PM
Transferring Mortgaged Properties to iPug Trusts
Erach Screwvala, Esq.
Lawyers With Purpose
Explore the intricacies of transferring mortgaged real estate to our iPug Trust in this informative session. Gain insights into the process, timing, and potential obstacles, including challenges from hesitant lenders. Participants will also delve into avenues for refinancing, obtaining HELOCs, reverse mortgages, and more for real estate held within an iPug Trust, along with strategies for addressing objections effectively. Don’t miss this opportunity to navigate the complexities of real estate ownership within trusts with confidence and clarity.
2:30 PM – 3:45 PM
Elevate Your Firm: Unleashing Your Uniqueness in the Marketplace
Lisa Roser
Marketing
Lawyers With Purpose
Unlock the power of your law firm’s uniqueness with this case study-driven presentation. Discover how to identify and leverage your firm’s distinctive qualities to stand out in a competitive market. Learn step-by-step strategies for crafting compelling messages that resonate with your target audience. Through real-world examples and in-depth analysis, explore effective marketing tactics that yield tangible results. Equip your firm with the tools and knowledge needed to elevate your brand, attract clients, and achieve your business goals with confidence.
4:00 PM – 5:15 PM
Mastering Task Navigation: Prioritization, Urgency, and Project Time
Amanda Bossow
Head of Education
Lawyers With Purpose
Navigating the maze of tasks is a skill essential for success. Learn how to discern the importance and urgency of each task, distinguishing between what demands immediate attention and what can wait. Once identified, prioritize tasks accordingly: urgent and important tasks require immediate action, while important but not urgent tasks can be scheduled for later. But what about tasks that are both important and urgent? Enter the realm of project time, the golden window for tackling such high-priority tasks. By allocating dedicated blocks of uninterrupted time to these critical tasks, you can ensure they receive the focus and attention they deserve, propelling you closer to your goals amidst the hustle and bustle of daily demands.
4:00 PM – 5:15 PM
Securing Your Wealth: Strategies for Funding an Enhanced Asset Protection Trust
Douglas Ley, Esq.
Elder Advisor Law
Christina Pudlas
Law Firm Leader
Elder Advisor Law
Delve into quick tips for distinguishing between qualified and non-qualified accounts, pinpointing their placement on the funding table, and discerning which accounts necessitate owner versus beneficiary changes. Witness an illuminating example of a letter of instruction, meticulously designed to guide clients through bank or credit union interactions with confidence, supported by a copy of the Certificate of Trust. Gain invaluable insight into effectively communicating this process to clients, empowering them to navigate financial decisions with clarity and assurance.
8:00 AM – 8:50 AM
Innovating LWP’s Horizons: Exploring the Role of the Innovation Committee
Introducing the Innovation Committee, a driving force at the intersection of legal and market trends, membership dynamics, and product innovation. Composed of specialized committees, each with distinct focuses, the council harnesses expertise to navigate the evolving landscape. Currently, these committees are actively engaged in advancing their respective initiatives. As we aim for continuous improvement, opportunities may arise for passionate individuals to join sub-committees and contribute to our collective pursuit of innovation and excellence.
9:00 AM – 10:15 AM
Maximizing Trust Flexibility: Strategies for Trust Modification and Optimization
Michael Menninger, Esq.
Houck Menninger Law, LLC
Unlock the flexibility of irrevocable trust agreements with Trust Protectors, powers of appointment, and private settlement agreements. Explore innovative ways to modify trusts to meet changing needs and circumstances, ensuring your assets are protected and your goals are achieved.
9:00 AM – 10:15 AM
Advancing LWP Products: Unveiling Updates and Future Innovations
Brittney Shearin, Esq.
Head of Product Development
Lawyers With Purpose
Amanda Bossow
Head of Education
Lawyers With Purpose
Get the latest update on our progress and upcoming developments in the realm of LWP Products. Join us as we spotlight Actionstep, Knackly, Aturna, and the Tovuti LMS, offering insights into their latest features and future plans. Don’t miss this opportunity to stay informed and discover how these cutting-edge tools can enhance your workflow and productivity.
10:30 AM – 11:30 AM
Empower Your Solo Practice: Harnessing Confidence and LWP Tools for Success
Adrianne Peters Sipes, Esq.
Compass Estate Planning & Elder Law
Phil Miner
Operations Content Expert
Performance Management Specialist
Lawyers With Purpose
Unlock your potential as a solo practitioner with confidence and the right tools. Utilize LWP resources to thrive solo, while tracking KPIs for success. Learn to build and maintain relationships with the RMS process, and gain clarity on managing critical tasks effectively. Start your journey towards solo success today!
10:30 AM – 11:30 AM
Helping Families Plan for Young Adults Unable to Move Into Successful and Independent Adulthood
Candace Pollock, Esq.
Hahn Pollock, LLC
Anja Sassenberg-DeGeorgia
Certified Coach
Embark on a journey with us as we illuminate a pressing concern affecting young adults today: the struggle to attain independence in their 20s and 30s. In this educational session tailored for lawyers, attendees will delve into the prevalence, root causes, and effective solutions to this pervasive issue. Explore the significance of responsible planning strategies aimed at facilitating a smooth transition into successful adulthood. Don’t miss out on this opportunity to equip yourself with valuable insights and tools to make a positive difference in the lives of your clients and their families.
11:30 AM – 1:00 PM
Lunch
1:00 PM – 2:15 PM
Exploring Planning Options for Financial Security
Salvatore LaMendola, Esq.
Giamarco, Mullins & Horton, P.C.
In this session, explore planning options for different beneficiaries post-SECURE Act. Dive into a comprehensive chart outlining various outcomes based on the type of trust named as a beneficiary of a qualified retirement plan. Gain valuable insights into navigating these planning decisions effectively in light of recent legislative changes.
1:00 PM – 2:15 PM
The White Glove Experience: Insights from Firms in Client Satisfaction
With a focus on the White Glove Experience, glean insights from four standout firms renowned for delivering exceptional client satisfaction. Learn from their established practices, which consistently leave clients delighted, eager for more, and eager to recommend their services to others. Uncover their tried-and-true “recipe cards” for success, then infuse them with your own unique touches to create a tailor-made experience that keeps clients returning and inspires them to refer friends, family, and neighbors.
2:30 PM – 3:45 PM
Estate Planning Insights: Exploring Funeral Planning Strategies and Opportunities
Damon Wenig, MBA, CFSP
Krause Financial
Delve into the critical role of funeral planning within the estate planning process. Discover the significance of honoring clients’ end-of-life wishes while securing funds for funeral expenses. Gain insight into the broader implications and opportunities that funeral planning presents, particularly for individuals navigating Medicaid considerations. This session offers actionable takeaways for estate planning professionals, empowering them to optimize funeral funding products, especially in Medicaid planning scenarios. Learn how to cultivate enduring referral relationships with funeral professionals, enhancing collaborative efforts for comprehensive client care.
2:30 PM – 3:45 PM
Unveiling Kolbe and StrengthsFinder: Navigating the Intersection of Action & Feeling
Phil Miner
Operations Content Expert
Performance Management Specialist
Lawyers With Purpose
Gain insights from Phil Miner, a Kolbe Certified expert, as he illuminates the distinctions between Kolbe and StrengthsFinder (SF). Delve into the fundamental contrast between the conative and affective brain, exploring how Kolbe emphasizes doing while SF focuses on feeling. Understand how both methodologies shape performance and influence goal achievement. Discover the critical role of Kolbe and SF in evaluating job candidates, leveraging their unique perspectives to build high-performing teams. Learn to recognize signs of unhealthy utilization of SF strengths and avoid using Kolbe as an excuse to evade tasks. Finally, uncover strategies to harness your strengths positively, maximizing personal results and driving success.
4:00 PM – 5:15 PM
Attorney Roundtable: Collaborative Solutions and Insights
MODERATOR:
Brittney Shearin, Esq.
Head of Product Development
Lawyers With Purpose
Our Attorney Roundtable is an open discussion that has been created to offer a wide range of relevant topics! It can be used to identify challenges and roadblocks, offer insight to solutions, and an overall benefit of collaboration with your fellow community members! Why not learn from your fellow colleagues? It’s the best type of collaboration!
You will have the ability to be a part of engaging conversations, insights into solutions to potential roadblocks and challenges that you may face, as well as support from the community!
4:00 PM – 5:15 PM
Team-Building Adventure: Scavenger Hunt Excursion
Get ready to bond, explore, and laugh with the LWP team during our exciting scavenger hunt TAPER Cleveland! Strengthen your relationships, discover hidden gems, and create unforgettable memories while having an absolute blast! This session is for our firm team members, only!
8:00 AM – 11:30 AM
Annual Planning Retreat: Setting the Course for Success
Phil Miner
Operations Content Expert
Performance Management Specialist
Lawyers With Purpose
Bethany Mackey
COO
Lawyers With Purpose
Bryn Simpson
Head of Experience
Lawyers With Purpose
Discover a new approach to strategic planning! Instead of fixating solely on quarterly targets, we’re expanding our scope to encompass the entire year. By adopting this broader perspective, we’re enhancing our preparation and ensuring greater consistency, efficiency, and effectiveness in goal setting. Through annual planning followed by quarterly retreats preceding each quarter, your team gains comprehensive awareness of your long-term objectives. This allows you to align your quarterly goals seamlessly with your overarching annual plans, fostering synergy and driving success across the board.
11:30 AM – 1:00 PM
Lunch
1:00 PM – 5:00 PM
Coaching Session: Defining Your Goals, Role, and Motivation
MEMBERS ONLY
Phil Miner
Operations Content Expert
Performance Management Specialist
Lawyers With Purpose
Briana Moriarty
Head of Professional Services
Lawyers With Purpose
Amanda Bossow
Head of Education
Lawyers With Purpose
Declare your desires, whether personal or professional, and recognize the pivotal role you play in bringing them to fruition. Embrace your aspirations subjectively and craft a proactive plan to manifest them into reality. Understand the profound impact of your mindset, as well as others’, in achieving what you desire. Reflect on your identity and the significant role you play in shaping your own life’s narrative. By embracing your desires with intention, clarity, and determination, you can unlock your full potential and embark on a journey toward fulfillment and success.
7:30 AM – 10:30 AM
Bon Voyage Breakfast: A Delicious Send-Off
Thank you to our Sponsors
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