TAPER Dallas (October 2022)
The entire LWP team would like to thank everyone who joined us for a fantastic program at TAPER Dallas and virtually! 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 – 10:00 AM
Freedom I Won’t Let You Down! Freedom I Will Not Give You Up! Firm Introductions & Keynote
Jeffrey Bellomo, Esq.
Bellomo & Associates LLC
Peggy Timmel, Esq.
Timmel Associates, LLC
Andrew Jaloza, Esq.
The Estate Planning and Elder Law Group
Skipton Reynolds, Esq.
Skipton Law, LLC
Matthew Deliberato, Esq.
The Deliberato Law Center, LLC
Do you want to achieve your Entrepreneurial Freedom? Do you want to become the next Jeff Bellomo, Peggy Timmel, Andrew Jaloza, Skip Reynolds, or Matt Deliberato? We know what you’re thinking, “I’m never going to be like them.” You’re wrong! You CAN achieve your entrepreneurial freedom! Sure, your story isn’t theirs. Your journey to success will come with challenges. However, the reward will be greater than your challenge. Learn how these members had to become uncomfortable and push themselves out of their comfort zones to achieve their version of Entrepreneurial Freedom! To have a big dream means that the struggles will be just as big and the victory even bigger!
10:15 AM – 12:00 PM
Money, Money, Money – MONEYY! Actionstep Session with Q&A
Gwendolyn Otwell
Actionstep
Forecasting, tracking, and reconciling with Actionstep. Curious about the Quickbooks integration in Actionstep? Do you have questions about finance and accounting? Join the Actionstep team during this engaging session, where you will get a one-of-a-kind experience and all your questions answered. Ready to get your money, money, money – MONEYY in order so you can discover your Entrepreneurial Freedom? Let’s do this!
10:15 AM – 12:00 PM
Sales Funnel, Content Creation, Digital Marketing – Oh My! Marketing Success Strategies
Makena Collins
Lawyers With Purpose
Many law firms do one of two things. They talk only top of the funnel (brand awareness) or they sell, sell, sell. You will be much further along if you can create a balanced strategy. In this session, you’ll learn how to create stepping-stone content to take your leads and convert them into clients. Release the idea that marketing has to be a certain way. Your marketing strategy will constantly change as your business grows towards your Entrepreneurial Freedom. There will always be highs and lows, algorithms will change, and your follower count will fluctuate. Have a plan, adjust, and discover what flow feels like. Be prepared to serve, serve, serve your potential clients, and test, test, test to see what’s working.
12:00 PM – 1:00 PM
Lunch
1:00 PM – 2:30 PM
Indecisive Clients? No Way Modifying Clients’ LWP Trusts
Erach Screwvala, Esq.
Lawyers With Purpose
Take a deep dive into LWP trusts and how they can be modified. These modifications include changes in the law (i.e. SECURE Act), changes in family circumstances (divorce, death of a child, etc.), or changes in health (disability, illness). Learn who has the authority to modify these trusts, the scope of authority, and review the tools within the CCS to complete the modification! Create your own demo matter for general practice purposes!
1:00 PM – 2:30 PM
I’m Late! You’re late! We’re Late for a Very Important Date! Mastering Planning and Time Management
Phil Miner
Lawyers With Purpose
Zoey Vecellio
Hougum Law Firm, LLC
Does your team understand the value of planning and managing their own time? The roles and number of hats your team wears directly affect how your firm goes from profitable to robust to E-Freedom. It is essential that your team members understand what roles they are sitting in and are committed to adding planning time to their time template. In this session, your team will learn how to improve time management and take a proactive vs. reactive approach to control their calendars. They will also understand how their daily goals help the firm reach quarterly and annual goals. Working together is essential for your law firm to have more freedom!
2:45 PM – 4:15 PM
Protect Your Yourself. Protect Your Firm. Protect Your Future. Ethical Issues
Adrianne Peters Sipes, Esq.
Compass Estate Planning & Elder Law
Do you ever worry about potential ethical issues in your law firm? How do you identify and address these issues? Learn how to properly analyze and protect yourself against future litigation and malpractice issues. You will walk away having the confidence in knowing how to alleviate ethical concerns that may arise in your law firm. And, earn CLE credit for attending this session!
2:45 PM – 4:15 PM
Learn ‘Em. Love ‘Em. Use ‘Em. Kolbe & StrengthsFinder
Amanda Bossow
Lawyers With Purpose
Phil Miner
Lawyers With Purpose
Do you utilize team members’ strengths and skills to improve your team performance? Can you identify the “who’s” on your team? If you’re looking to grow your firm towards Entrepreneurial Freedom, it’s critical that you understand your team’s Kolbe & StrengthsFinder. Understanding and exercising control over Kolbe and their top strengths will provide freedom to be their authentic selves. Learn the four domains of leadership strengths and how you and your team can utilize them. Learn how to have a healthy team and a thriving culture!
4:30 PM – 6:00 PM
Educate. Educate. Educate. Introducing the Fiduciary Workshop
David Mancuso, Esq.
Estate Planning Law Center
Kyle Madigan
Estate Planning Law Center
Begin hosting and enrolling potential and current clients into your own fiduciary workshop by April 2023! Fiduciary workshops are used to educate the nominated “Fiduciaries” (ie. Attorney-In-Fact, Healthcare Agent, Trustee, Executor, etc.) on the roles and responsibilities of their nominated title. This workshop will highlight the importance of estate planning and why getting affairs in order is essential. Don’t miss the opportunity to hear about The LAB’s success with the fiduciary workshop!
8:00 AM – 10:00 AM
I’m Still Standing Preparing for the Next Recession
Dave Zumpano, Esq.
Lawyers With Purpose
Guy Remond
Guidr
Sandra Ard, Esq.
Ard Law Firm, PLLC
Alan L. Hougum
Hougum Law Firm, LLC
Hosted by
Christen Belcher
Lawyers With Purpose
Did you know that the majority of economists are saying that by the end of 2023, the US economy will be in a recession cycle? Don’t let this scare you. Join us as our panelists discuss how they all survived the 2008 recession and how to take action now! In this session, you can learn to prepare and analyze what to do post-recession to ensure that your business will be safe for the next! Learn how to be proactive in recession preparedness with revenue preservation, cash flow, and strategic demand generation using technology to analyze, measure and monitor.
10:15 AM – 12:00 PM
Guiding Your Way to New Markets with Guidr
Guidr Workshop (45 Min) Guidr Q&A (45Min)
Briana Moriarty
Lawyers With Purpose
Lisa Roser
Lawyers With Purpose
Dave Zumpano, Esq.
Lawyers With Purpose and Guidr
Guy Remond
Guidr
Dinesh Chawla
Chawla Legal Group, PLC
Is your law firm utilizing Guidr®? If not, they should be! Introducing the new Guidr Workshop. Learn how The LAB has utilized Guidr to host lunch and learn sessions on the importance of getting basic documents in place. By having Guidr as an option, they were able to get in front of businesses and municipalities that they normally wouldn’t have. You will leave with an understanding of the value of Guidr and how you can use it as a way into businesses and communities to get the message out about the importance of Estate Planning at any age. Still have questions? Attend the Q & A after with the creators of Guidr. Get your questions answered in real-time! Don’t miss the opportunity to digitize your law firm!
12:00 PM – 1:00 PM
Lunch
1:00 PM – 5:00 PM
Your E-Freedom Journey – Anyway You Want It! Why Day
Amanda Bossow
Lawyers With Purpose
Briana Moriarty
Lawyers With Purpose
Do you know where you are on your journey to E-Freedom? Using the knowledge you gained during your Firm Retreat session, you’re invited to continue your journey towards Entrepreneurial Freedom! Confidently identify what law firm model you are “today” and what you’re looking to grow into. Learn how to identify what your version of Entrepreneurial Freedom looks like. You’ll receive an analysis of your results to determine what’s next – continuing the profitable program, joining a robust class, or preparing for the next E-Freedom group!
9:00 AM – 1:00 PM
Don’t Stop Believing – In Yourself and Your Future by Planning for 2023 Firm Retreats
Amanda Bossow
Lawyers With Purpose
Phil Miner
Lawyers With Purpose
Set your goals and develop your plan for a profitable 2023. 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 2023 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.
Thank you to our Sponsors
