2009 Fall Summit - Materials & Audio

Main Sessions

Tab 01 - State of the Academy
Speakers: Robert Armstrong and Sanford M. Fisch
PowerPoint (6.99 MB)
Audio 1 of 7 (20:06 MIN)
Audio 2 of 7 (20:40 MIN)
Audio 3 of 7 (19:36 MIN)
Audio 4 of 7 (20:10 MIN)
Audio 5 of 7 (20:13 MIN)
Audio 6 of 7 (19:46 MIN)
Audio 7 of 7 (16:27 MIN)

Younger Next Year: A Guide to Living Like 50 Until You're 80 and Beyond
Speaker: Chris Crowley
Audio 1 of 5 (20:08 MIN)
Audio 2 of 5 (20:07 MIN)
Audio 3 of 5 (17:57 MIN)
Audio 4 of 5 (20:58 MIN)
Audio 5 of 5 (12:54 MIN)

Main Sessions

Tab 02 - Online Marketing - Preserve the Core
Speaker: Mark Britton
PowerPoint (1.15 MB)
Audio 1 of 5 (19:58 MIN)
Audio 2 of 5 (20:01 MIN)
Audio 3 of 5 (21:39 MIN)
Audio 4 of 5 (21:52 MIN)
Audio 5 of 5 (21:45 MIN)

Tab 03 - Asset Protection Strategies
Speaker: Jay Adkisson
PowerPoint (2.30 MB)
Adobe PDF (387 KB)
Audio 1 of 7 (20:38 MIN)
Audio 2 of 7 (20:10 MIN)
Audio 3 of 7 (20:23 MIN)
Audio 4 of 7 (12:51 MIN)
Audio 5 of 7 (20:53 MIN)
Audio 6 of 7 (20:40 MIN)
Audio 7 of 7 (03:24 MIN)

Tab 04 - How to Make the Funeral Trust a Part of Your Everyday Practice
Speakers: Bryan Adams with Robert Armstrong and Sanford M. Fisch
PowerPoint (16.20 MB)
Audio 1 of 3 (24:06 MIN)
Audio 2 of 3 (21:03 MIN)
Audio 3 of 3 (20:05 MIN)

Tab 05 - Blueprint to Success in a Niche Market - A Step by Step Process
Speakers: Robert Armstrong and Sanford M. Fisch
PowerPoint (2.52 MB)
Audio 1 of 4 (19:53 MIN)
Audio 2 of 4 (21:36 MIN)
Audio 3 of 4 (20:03 MIN)
Audio 4 of 4 (16:56 MIN)

Creating Riches with Niches Social Event
Facilitators: Robert Armstrong and Sanford M. Fisch
Word (308 KB)
Alumni Association (252 KB)
Attorneys (252 KB)
Blended Families (262 KB)
Caregivers of Aging Parents (257 KB)
Churches (256 KB)
Emergency Service Personnel (308 KB)
Families with Incapacitated Members (256 KB)
Farmers (195 KB)
Military Families (255 KB)
Parents With Young Children (255 KB)
Pets (264 KB)
Real Estate Investors (255 KB)
Special Needs (255 KB)
Teachers College Professors (253 KB)

Breakout Sessions

Tab 01 - Most Common QuickBooks Mistakes
Speaker: Jim Parker, Certified Quickbooks ProAdvisor
PowerPoint (2.18 MB)
Adobe PDF (3.52 MB)
Audio 1 of 4 (21:54 MIN)
Audio 2 of 4 (21:33 MIN)
Audio 3 of 4 (21:45 MIN)
Audio 4 of 4 (01:20 MIN)

WOW Marketing Roundtable
Facilitators: Member Services
Audio 1 of 5 (20:58 MIN)
Audio 2 of 5 (20:00 MIN)
Audio 3 of 5 (21:09 MIN)
Audio 4 of 5 (20:02 MIN)
Audio 5 of 5 (19:57 MIN)

Main Sessions

Tab 06 - Success Stories
Facilitator: Robert Armstrong
PowerPoint (670 KB)
Word #1 (1.09 MB)
Word #2 (97 KB)
YouTube (1:16 MIN)
Audio 1 of 5 (21:17 MIN)
Audio 2 of 5 (21:40 MIN)
Audio 3 of 5 (20:05 MIN)
Audio 4 of 5 (07:52 MIN)
Audio 5 of 5 (17:15 MIN)

Tab 07 - Maximizing Your Marketing Bang from DocuBank
Speaker: Randi Siegel
PowerPoint (710 KB)
Adobe PDF (2.85 MB)
Audio 1 of 1 (29:43 MIN)

Tab 08 - eLawyering - What Is It, Why Does it Matter and What Do You Do Now
Speaker: Richard Granat
PowerPoint (5.05 MB)
Adobe PDF (514 KB)
Audio 1 of 4 (22:31 MIN)
Audio 2 of 4 (22:54 MIN)
Audio 3 of 4 (22:29 MIN)
Audio 4 of 4 (07:16 MIN)

Tab 09 - Bombproofing Your Trust - How to Make Sure You Do It Right!
Speaker: Bruce Ross
Adobe PDF (1.75 MB)
Audio 1 of 5 (19:57 MIN)
Audio 2 of 5 (21:35 MIN)
Audio 3 of 5 (20:16 MIN)
Audio 4 of 5 (09:30 MIN)
Audio 5 of 5 (15:53 MIN)

Tab 10 - Recent Developments Plus Select Topics
Speaker: Steve Hartnett
PowerPoint (379 KB)
Word (210 KB)
Audio 1 of 6 (22:17 MIN)
Audio 2 of 6 (20:12 MIN)
Audio 3 of 6 (20:55 MIN)
Audio 4 of 6 (08:28 MIN)
Audio 5 of 6 (21:09 MIN)
Audio 6 of 6 (15:59 MIN)

Breakout Sessions

Tab 02 - Successful Hiring in this Economy and Why to Test Applications
Speaker: Linda Winlock, Personnel Profiling
PowerPoint (7.33 MB)
Audio 1 of 3 (22:16 MIN)
Audio 2 of 3 (21:56 MIN)
Audio 3 of 3 (19:19 MIN)

Tab 03 - Website Traffic Reports & Webenue
Speaker: Dustin Smith
PowerPoint (1.77 MB)
Word (151 KB)
Audio 1 of 4 (20:18 MIN)
Audio 2 of 4 (20:00 MIN)
Audio 3 of 4 (20:06 MIN)
Audio 4 of 4 (13:19 MIN)

Tab 04 - Hands on Workshop - Bring Your 2009 Marketing Calendar!
Speakers: Member Services
Word #1 (384 KB)
Word #2 (466 KB)
Audio 1 of 3 (21:24 MIN)
Audio 2 of 3 (31:23 MIN)
Audio 3 of 3 (19:58 MIN)

Tab 05 - Generating Referrals
Speaker: Jennifer Price
Word #1 (233 KB)
Word #2 (2.55 MB)
Audio 1 of 3 (21:12 MIN)
Audio 2 of 3 (20:17 MIN)
Audio 3 of 3 (15:46 MIN)

Roundtable: Non-Owner Compensation Discussion
Contact your PBC for Salary Survey Results

Main Sessions

Tab 11 - Continued Education Program - Probate and Trust Administration
Speaker: Dennis Sandoval
PowerPoint (1.44 MB)
Audio 1 of 5 (23:14 MIN)
Audio 2 of 5 (20:59 MIN)
Audio 3 of 5 (20:14 MIN)
Audio 4 of 5 (12:16 MIN)
Audio 5 of 5 (20:54 MIN)

Tab 12 - Mastering 1st Consultations - Controlling the Economy in Your Conference Room
Speaker: Sanford M. Fisch
PowerPoint (489 KB)
Audio 1 of 7 (19:53 MIN)
Audio 2 of 7 (20:34 MIN)
Audio 3 of 7 (20:05 MIN)
Audio 4 of 7 (09:45 MIN)
Audio 5 of 7 (21:19 MIN)
Audio 6 of 7 (21:31 MIN)
Audio 7 of 7 (11:32 MIN)

Breakout Tab 6 - New Stuff
Adobe PDF (984 KB)