TUESDAY, OCTOBER 6–WEDNESDAY, OCTOBER 7We will begin promptly at 7:00am PST / 10:00am EST on both days

BOOT CAMP TO SUCCESS*

Creating a Purpose and Profit-Driven Practice with Academy Co-Founders Robert Armstrong and Sanford M. Fisch

STRATEGIC PLANNING SYSTEM—BRIEF OVERVIEW**:Aligning Your Business with Your Personal Values

FINANCE AND OPERATIONS MANAGEMENT SYSTEM:Managing by the Numbers

A SYSTEMS APPROACH TO LEADERSHIP:Creating a Firm Culture, Focusing on Unique Abilities and the Road to Mastery

STAFF ACCOUNTABILITY AND TEAM BUILDING SYSTEM:Putting the Right People with the Right Skills in the Right Positions

COMPREHENSIVE TECHNOLOGY SYSTEM:Leveraging Online and Offline Tools to Draft Documents and Manage Your Firm

INTEGRATED MARKETING AND PUBLIC RELATIONS SYSTEM:Multiple Marketing Activities Generating an Endless Supply of Qualified Prospects

NO STRESS CLIENT ENGAGEMENT SYSTEM:Predictably Inspiring Consumers to Take Action and Retain Your Firm

EFFICIENT WORKFLOW SYSTEM:Drafting, Reviewing and Executing State-of-the-Art Estate Plans

CONTINUING LEGAL EDUCATION SYSTEM:Staying on the Cutting Edge of Effective Legal Strategies

ANCILLARY BUSINESS SYSTEMS:Leveraging Client Relationships to Generate Multiple Sources of Revenue

ONGOING MASTERMIND SYSTEM:Structures to Participate in a Community of Like-Minded Attorneys

* Boot Camp is for VIP Guests only

** Prerequisite for Boot Camp. Attendees must bring their completed Strategic Planning Worksheet. To review the eLearning Training Courses on Strategic Planning and download the Strategic Planning Worksheet, Members go to members.aaepa.com/strategicplanning | VIP Guests please email information@aaepa.com

THURSDAY, OCTOBER 8, 2020

6:45am-7:00amSIGN IN A FEW MINUTES EARLY AND CHAT WITH YOUR FRIENDS!

7:00am-8:00amWELCOME AND OPENING CEREMONY

8am-8:05am5-MINUTE STRETCH BREAK

8:05am-9:00amFOUNDERS MESSAGE

9:00am-9:30amBREAK

9:30am-11:00amKEYNOTE SPEAKER: FINDING MEANING IN WORKSpeaker: Nora Mclnerny

11:00am-11:30amBREAK

11:30am-1:00pmFUTURE OF LAW FIRM MARKETINGSpeakers: Rita Chaires and Alicia Durante with Robert Armstrong

1:00pm-1:30pmBREAK

1:30pm-3:30pmQUIZ SHOWSpeaker: Steve Hartnett

3:30pm-4:00pmBREAK

4:00pm-4:45pmONLINE HAPPY HOUR: MEET YOUR FRIENDS IN SMALL GROUPS!

SUNDAY, OCTOBER 11, 2020MAIN

6:30-6:55amRISE & SHINE-NETWORKING

7:00am-8:30amLEGAL HOT TOPICS INCLUDING LAWYER CYBERSECURITY Speaker: Lucian Pera, Adams and Reese, LLP

8:30am-9:00am BREAK

9:00am-10:30am OWNERS AND TEAM MANAGERS BACK TO BASICS SESSION: TEAM PERFORMANCE STRATEGIES—BEST PRACTICES AND TIPS FOR MANAGERS Speaker: Alicia Durante

10:30am-11:00am BREAK

11:00am-Noon OWNERS ONLY ROUNDTABLE: BUYING A PRACTICEFacilitators: Practice Building Coaches and Member Panel

Noon

END OF 2020 FALL SUMMIT

FRIDAY, OCTOBER 9, 2020MAIN BREAKOUT

6:30-6:55amRISE & SHINE-NETWORKING

7:00am-9:00amFEDERAL TAX LAW UPDATESSpeaker: Sam Donaldson, Georgia State University College of Law

7:00am-9:00amHANDS-ON: IMPLEMENTING YOUR ONLINE MARKETING STRATEGYSpeakers: Rita Chaires and the OMG Team

9:00am-9:30amBREAK

9:30am-11:30amLEGAL ETHICS FOR THE ESTATE PLANNING ATTORNEYSpeaker: Thomas Spahn, McGuire Woods

9:30am-11:30amREWORKING YOUR WORKFLOWSpeakers: Practice Building Coaches

11:30am-12:30pm BREAK

12:30-2:15pmCLIENT INTAKE FORM TRAINING

Speakers: Donna Hooper, Randy Harwick and Steve Hartnett

2:15pm-2:30pmBREAK

2:30pm-4:30pmTHE LIFE-CHANGING MAGIC OF GRANTOR TRUSTSSpeaker: Sam Donaldson, Georgia State University College of Law

2:30pm-3:30pmPOINT PEEPS HAPPY HOUR BY INVITATION ONLY!Speakers: Practice Building Coaches

SATURDAY, OCTOBER 10, 2020MAIN BREAKOUT

6:30-6:55amRISE & SHINE-NETWORKING

7:00am-8:30amTHE 40/40 SOLUTION: MASTERING EMOTIONAL INTELLIGENCESpeaker: Don Phin, Great HR

7:00am-8:30amCOUNSELPRO 8 KNOWLEDGE BASESpeaker: Taylor Jones

8:30am-9:00amBREAK

9:00am-10:30amSUCCESS STORIES AND LESSONS LEARNED

Facilitator: Robert Armstrong

10:30am-11:00amBREAK

11:00am-12:30pmON-CAMERA EXPERT: PRESENTING OVER THE WEB

Speaker: Jeff Bishop, Baker Communications

12:30pm-1:00pmBREAK

1:00pm-2:00pm MATSON MONEY SESSION

Speaker: Matson Money Team