TAPER Phoenix October 2023

Phoenix, AZ | October 18-20, 2023

TAPER Phoenix (October 2023)

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

Agenda

TAPER Info

Hourly Schedule

Wed, Oct 13
Thu, Oct 14
Fri, Oct 15

8:00 AM – 8:50 AM

Welcome/Introductions

9:00 AM – 10:15 AM

Keynote Speaker

Dr. Tracy Wilen

The world is in disruption! Companies are at the forefront of rapid and unpredictable change. The continued accelerated pace of technology, and competitive forces is causing workplace environments to become more volatile and in need of disruptive leaders, employees to challenge the status quo.

Dr. Tracey Wilen is a researcher, speaker, Author on the impact of technology on society, work, and careers. A former visiting scholar at Stanford University, she has held leadership positions at Apple, HP, Cisco Systems, and the Apollo Group. She has been an adjunct professor for California colleges teaching classes in business, technology, and women’s workforce topics.

Dr. Wilen has authored or co-authored 13 books, and she has appeared on CNN, Fox, and CBS News, and in the Wall Street Journal and many others. She is a regular guest on radio and TV shows across the US as an expert contributor.

10:30 AM – 11:30 AM

Generating Doc Templates and Sending via Actionstep

Julie Salter
Client Services & Marketing Coordinator
Salter Law LLC

Automation plays such a big part in today’s world of process and workflows which is why being able to generate document templates into emails directly inside Actionstep is so important. This session focuses on just that: how to transfer the letter templates into emails that you can send directly through your Actionstep system! Participants will learn where in Actionstep to access the tools to send e-mails directly to clients as well as how to ensure certain fields merge to make emails more personal and link to their matters automatically. Participants will walk away with the understanding that they CAN use Actionstep for more than just tracking by updating the tasks to automate their process even more. This is one session you don’t want to miss!

10:30 AM – 11:30 AM

Great First Date, Now What? Building a Strategy with RMS Partner

Tim Crisafulli, Esq.
Attorney/Owner
Crisafulli Forman PC

Leigh Baldwin
President
Leigh Baldwin & Co.

Enhance your relationship management skills! Develop strategies to build relationships and institute collaborative processes that add value to the client experience. Participants will learn about a specific approach that will allow them to capitalize on a successful synergy meeting and thereby increase client referrals to both parties. This interactive session will include learning what is “good synergy” as well as how to integrate each professional’s process to add value to the client.

11:30 AM – 1:00 PM

Lunch

1:00 PM – 2:15 PM

“Difficult Clients” & Why They Don’t Exist: A Lesson in Communication & Expectation Setting

Briana Moriarty
Head of Professional Services
Lawyers With Purpose

In this vibrant session for both attorneys and team members, we will eliminate the term “difficult client” from your firm’s dictionary. We will discover the concept that miscommunication leads to a whole boatload of issues with clients and team members. This interactive session will review the MIFY Skills and how well you’re incorporating them into everyday interactions. A quick review of social styles and how you may communicate without using any words. We will visit the concept of “other people’s eyeglasses” and how it plays into your client interactions. How to deal with pushbacks in a respectful way and how setting proper expectations are key in all client and team interactions. You will leave this session with a better understanding of how communication and expectation setting can create more successful interactions with your clients and team members.

1:00 PM – 2:15 PM

Eliminate the Overwhelm: How to Complete a Medicaid Application

Katarina Lepinski
Medicaid Coordinator & Implementation Manager, Certified Medicaid Planner™
Hougum Law Firm, LLC

Are you mystified by the Medicaid application process? Are you sick of the back-and-forth with clients and caseworkers? Do you even know what the application is really asking for? Katarina Lepinski, Medicaid Coordinator at Hougum Law Firm (Wisconsin), will share her tips and tricks for successfully completing a Medicaid application. She will focus on how to efficiently collect the required documents, and how to organize and track them through the process. You’ll learn about resources available to you, and how to use them. Join us for this interactive session as Kat walks through the process of completing a sample Medicaid application. Remember, just because your clients are in crisis, doesn’t mean your law firm has to be!

2:30 PM – 3:45 PM

Social Styles

Jennah Gerheart
Law Firm Leader
Bellomo & Associates

Firms can experience dramatic, measurable improvements in performance when their people learn how to adapt to others’ social styles. For most of us, interpersonal behaviors and preferences are habitual and largely out of awareness. Develop a recognition that people do have different styles and that each has unique strengths. Once attendees know their own style and understand style differences, they can learn how to modify behaviors to make it easier to exchange information and work together to make decisions in a way that is more effective for the whole team.

2:30 PM – 3:45 PM

Nursing Home Marketing

Sandra Ard
Attorney/Owner
Ard Law Firm, PLLC

Are you looking for fresh and impactful ways to connect with your community? Maybe you’ve been considering strategically expanding your Medicaid enterprise and establishing genuine connections with neighboring nursing homes. It all starts with a simple conversation – and that’s where we come in as your committed partners. We’re here to help you kick off those crucial conversations and foster relationships that stand the test of time. Prepare to discover the art of building trust and ensuring top-notch care for your esteemed clients.

4:00 PM – 5:15 PM

Team Member Panel

Law Firm Leader/MAB Team Members

You asked for the roundtables to make a comeback, and we listened! The Team Member Roundtable is an open format that gives you the ability engage with fellow team members within our community. Our roundtables are designed to offer engaging conversations, feedback, and suggestions!

By attending this session, you will not only learn from other firms, but you will also take away tips and techniques that can be implemented in the firm! You do not want to miss out on this session in Phoenix!

This session is for team members only!

4:00 PM – 5:15 PM

Attorney/Owner Panel

E-Freedom/MAB Panel

Attorneys – the Roundtable is back at TAPER! 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! You do not want to miss this session in Phoenix!
This session is for attorneys only!

5:15 PM – 6:15 PM

Happy Hour Hosted by the LWP Member Advisory Board

8:00 AM – 8:30 AM

Cyber Security – Are You Protected?

Bruce Kelly
CEO
Vivitec

In today’s small to medium sized business market, there are several misconceptions about how safe you are from a cyber-attack. During this session, you’ll gain a better understanding on how law firms can be prime targets for cyber criminals. You’ll get a glimpse into real world examples of small business threats, what they look like, and how you can prevent them from happening!