TBA

Beginning with the End in Mind: Exit Planning for the Solo/Small Firm" is a practical and forward-looking session designed to help solo and small firm lawyers approach their exit strategies with clarity and purpose.

This discussion will dive into essential considerations for building a sustainable legacy, addressing key financial, operational, and personal factors that impact an effective exit. We’ll explore innovative approaches, including how AI tools can streamline practice management, improve operational efficiency, and add value to the firm, ultimately enhancing the firm’s marketability and transition potential.

Attendees will leave with actionable insights on how to start preparing now to ensure a smooth and successful exit when the time comes.

This topic would explore how law firms can build systems, processes, and staffing models (including virtual paralegals and legal assistants) that enable the firm to grow without directly relying on the managing attorney's constant involvement. You could introduce advanced automation, delegation techniques, and the importance of having adaptable staff to maintain momentum.

This talk will start with some basics for how to delegate effectively, and even more useful, some things to STOP doing when delegating.

Then we’ll move into how to hold people accountable for what they said they would do (or better yet, for the results they said they would produce). Almost no one likes to do this - either to hold someone accountable or to be held to account. Why is this? Because few people set up the relationship and the environment in such a way that holding someone to account is done graciously and professionally, without anyone feeling like they were “thrown under the bus”.

Soon, this way of operating, where you say what you’re going to do and, you doing what you say, becomes common in the culture of your firm. Soon there is nothing prickly about it at all!

A few problems this talk can solve:

• Have you gone through multiple people trying to get them to fill a role or complete a project and not been happy with the outcome?
• Do you struggle with letting other people take over a project or task because you think it would be easier to just do it yourself?
• Do you have trouble letting go of a project or task because you don’t think someone else can do it as well as you can?

Takeaways:
1. Delegation 101: Effective delegation is not just about the “how” (the practical steps) but about who you need to become as a delegator—building trust, communication, and the courage to empower others.

2. Attendees will leave empowered and enabled to give critical feedback to those working for them (to keep projects going in the right direction), and the ability to successfully delegate projects and tasks that they would love to get off their full plates.

3. Attendees will leave with a new mindset around delegation resulting in a higher return on their investment of time and better outcomes for themselves and their businesses.

This session focuses on low-cost marketing strategies that can yield significant results without breaking the bank. Brian will discuss effective tactics such as content marketing, email campaigns, and social media engagement while emphasizing how to measure the ROI of different marketing efforts. Participants will leave with actionable ideas they can implement immediately to enhance their marketing efforts without incurring substantial costs.

Ready to take your networking and lead generation to the next level?

Carrie will facilitate an engaging discussion where we'll explore unique networking and lead-generation strategies to get in front of your best referral partners and ideal clients.

You'll learn the most effective ways to diversify your networking & lead generation, which will help you tap into hidden opportunities that you might be overlooking.

These innovative strategies can help you diversify your marketing and transform your business.

If you're ready to get out of feast or famine mode, where you're only relying on referrals, this will help you tremendously!

Chris Mullins will focus on Intake Sales Conversion for all leads with a special focus on the mindset shift that is necessary to go from startup to expansion. I will gear my discussion to this particular audience.

The number one question I receive is “what do I need to do to get more referrals?” The answer lies in "who" not "what." In this session, we’ll deep dive into the strategy of how to get more referrals from existing referral sources… without manipulating, incentivizing or even asking.

Learning Objectives:
-Why the typical “referrals advice” is wrong, based on science
-The true definition of a referral (you’ll be surprised how many get this wrong)
-The four types of referral sources
-How to correctly and precisely identify your referral sources in three (3) steps
-How to determine points of commonalities within your referral sources
-The difference between an active and inactive referral source
-How to start mapping out your referral plan is and how it’s different from any client experience you currently deliver

Buying a law firm can be a powerful way to expand your practice, increase your market presence, and boost revenue quickly. In this session, we’ll explore the key strategies for acquiring the right firm to align with your growth goals. You’ll learn how to assess potential firms, navigate the marketplace, and structure a deal that works for both parties.

It is never too late to think about the finish line and how you want to retire and exit the practice of law.

We help law firm owners break through the barrier between operating "like a family" and learning to lead like the Captain of the Ship (based on our 7 stages of law firm leadership). This includes changing how you make decisions, adding metrics with accountability, and taking ownership of your marketing. It's a strategic session with key, actionable takeaways.

Many lawyers are focused on generating leads, but few are good at nurturing them along in the funnel. This presentation will share effective lead nurturing strategies that convert leads and generate referrals.

This presentation will comb through the different types of marketers, how to build your job description, possible DISC results, and how to manage your marketing leader once they are in house.

This is a system for intake and selling fee for service legal like criminal defense & family law

Investing in growth is crucial, but without accountability, those investments risk falling short of their potential. In this powerful session, we’ll explore strategies to evaluate, track, and hold your growth initiatives accountable—ensuring every dollar spent directly contributes to your organization’s long-term success.

This session will dive into proven frameworks for setting clear, measurable goals, using data to assess performance, and creating transparent reporting structures that align with your strategic vision. We’ll discuss practical tools and metrics to gauge ROI on growth investments across marketing, product development, customer acquisition, and more. Join us to discover how accountability can drive more efficient, impactful growth strategies and maximize the returns on every investment.

TBA

In this session, we'll demonstrate a sample application to gauge how well your intake is performing. By looking at metrics like time to pickup, time to resolution, and sentiment analysis of the call transcript, we can create qualitative conclusions on the performance of our call center.

We built a sales team for a client here's what we learned: getting decks, getting closes, selling virtual.