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AAEPA!

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Sponsor Appreciation Post:

Thank you to Matson Money, DocuBank, Premier Marketing, Leading Response, and Homes for our Troops for being our 2020 Fall Summit Sponsors!

We look forward to teaming up with you all for future events.

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And just like that, the 2020 Fall Summit is over. Thank you to all of our Members, Guests, Sponsors and Speakers for making this event so great! We enjoyed seeing everyone virtually and appreciate all the contributions.

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The owners-only roundtable is beginning! Looking to grow your firm or to retire and live the life you always wanted? In this session, the Practice Building Coaches and a curated Member Panel will be discussing strategies to buy, sell, or create a succession plan for your firm.

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Alicia Durante, Academy Member Services Director is holding a back to basics session for law firm owners and team managers. Alicia will be covering team performance strategies and best practices and tips for managers.

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Is it already Sunday?! Can you believe it? Today we wrap up the last day of our 2020 Fall Summit with Lucian Pera from Adams and Reese, LLP. He is going to kick us off with Legal Hot Topics Including Lawyer Cybersecurity.

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As we wrap up our second to last day, we would like to throw it back to our last Fall event in San Diego, CA at the Coronado Island Marriott Resort & Spa.

Have a great night everyone!

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Break Time! How do you unwind between sessions? A quick stretch, coffee break, work check-in? Show us how you take advantage of the time between sessions!

#academysummit

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Up next we have an Academy favorite: Success Stories. This session is extremely inspiring and motivating and it reminds us of why (as estate planning attorneys) we do what we do. A person and/or companies “why” is something that the Academy spotlights and circles back to often.

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Don Phin @donphin12, employment attorney and author of The 40/40 Solution: Mastering Emotional Energy in Leadership and Sales, is diving right into Mastering Emotional Intelligence. In the breakout, Taylor Jones, Academy Technical Support Representative, is covering CounselPro 8.

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Sponsor Spotlight: Homes For Our Troops

Homes For Our Troops is a nonprofit organization that builds and donates adapted custom homes for severely injured Veterans nationwide. These homes enable them to rebuild their lives and restore some of the freedom and independence.

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Sam Donaldson is back! Are you ready to have your life changed? Because this session will cover the Life-Changing Magic of Grantor Trusts. This will close up the rest of the day. We hope everyone had a great day! Remember to post your #fridayfunday picture on the app photo wall.

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Have you ever wondered why it was necessary to complete a CIF? Do you and/or your staff know where that data collected during the Personal Consultation actually fits into the document? Donna Hooper is here to teach you!

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Happy Friday! We welcome Sam Donaldson, from @GeorgiaStateUniversity of Law, for an update on Federal Tax Laws! In the breakout session, we have Rita Chaires, Director of Web and Online Marketing and the OMG team presenting on Implementing Your Online Marketing Strategy.

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Sponsor Spotlight: MCM HR Solutions

@MCMcpas focuses on ensuring their clients have the right systems and tools in place to obtain and manage the best. MCM provides a full suite of selection and development assessments to provide greater insight into potential hires.

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Happy hour was a blast!

We hope everyone enjoyed winding down, seeing old friends and making new friends after a busy day.

Cheers and see you all tomorrow for #fridayfunday!

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Steve Hartnett, Director of Education, is hosting a quiz show that discusses common estate planning and elder law questions. He really is an estate planning expert and Members and Guests get a lot of valuable information from this fun, lively, and interactive session.

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Academy President Robert Armstrong, Director of Web and Online Marketing Rita Chaires and Member Services Director Alicia Durante, are taking over and discussing the Future of Law Firm Marketing.

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Robert Armstrong and Sanford M. Fisch are live! The Opening Ceremony has begun and we welcome all of our 350+ attendees.

We only have two events a year (one in the Spring and one in the Fall) and it always feels like a reunion seeing all of our Members together.