2013 Spring Summit - Materials & Audio

Main Sessions

Tab 1 - Official Summit Program
Includes event information, statistics formerly in the Member Day Slides, and much more!
Spring Summit Program

Welcome and Introductions
Speakers: Robert Armstrong and Sanford M. Fisch
Welcome and Introductions
Audio 1 of 4 (19:44)
Audio 2 of 4 (19:58)
Audio 3 of 4 (15:02)
Audio 4 of 4 (09:37)

Celebrating the Past and Creating the Future
Speakers: Robert Armstrong and Sanford M. Fisch
Celebrating the Past and Creating the Future
Audio 1 of 4 (14:45)
Audio 2 of 4 (20:36)
Audio 3 of 4 (14:45)
Audio 4 of 4 (07:21)

The Lighthouse in the Storm: Our New Role in Turbulent Times
Speaker: Frank Maselli, The Maselli Group
Audio 1 of 4 (23:47)
Audio 2 of 4 (20:57)
Audio 3 of 4 (20:18)
Audio 4 of 4 (13:11)

20th Anniversary Gala

Main Sessions

Tab 2 - The Academy's Reinvention: A Blueprint for the Next 20 Years
Speakers: Robert Armstrong and Sanford M. Fisch
PowerPoint
Audio 1 of 6 (20:06)
Audio 2 of 6 (20:06)
Audio 3 of 6 (23:43)
Audio 4 of 6 (10:47)
Audio 5 of 6 (24:02)
Audio 6 of 6 (05:55)

Tab 3 - Financial Services and You
Speakers: Mark Matson, Matson Money, Robert Armstrong and Sanford M. Fisch
Adobe PDF
Audio 1 of 5 (19:48)
Audio 2 of 5 (20:14)
Audio 3 of 5 (19:49)
Audio 4 of 5 (16:51)
Audio 5 of 5 (26:31)

Tab 4 - Asset Protection: Staying Out of Trouble
Speaker: Gideon Rothschild, Moses & Singer, LLP
PowerPoint
Adobe PDF
Audio 1 of 4 (20:08)
Audio 2 of 4 (20:37)
Audio 3 of 4 (20:12)
Audio 4 of 4 (24:07)

Tab 5 - Top 12 Significant, Curious, or Downright Fascinating Fiduciary Cases of 2012
Speaker: Dana Fitzsimons, Bessemer Trust
Adobe PDF
Audio 1 of 4 (20:29)
Audio 2 of 4 (22:54)
Audio 3 of 4 (14:08)
Audio 4 of 4 (09:49)

Breakout Sessions

Tab 1 - BizActions E-Newsletter Demo
Speaker: Robert Slavitt, BizActions
PowerPoint
Adobe PDF
Audio 1 of 2 (23:29)
Audio 2 of 2 (14:58)

Tab 2 - SEO - The Latest in Content Marketing
Speaker: Rita Chaires
PowerPoint
Adobe PDF
Audio 1 of 3 (24:40)
Audio 2 of 3 (09:52)
Audio 3 of 3 (16:37)

Tab 3 - CounselPro TM 6A Instructions
Speaker: Donna Hooper
Adobe PDF

Tab 4 - New Stuff
Adobe PDF

Main Sessions

DocuBank Program Highlights
Speaker: Randi Siegel
PowerPoint
Audio 1 of 1 (13:17)

Tab 6 - Success Stories
Speakers: Robert Armstrong and Sanford M. Fisch
PowerPoint
Adobe PDF
Audio 1 of 5 (19:38)
Audio 2 of 5 (19:30)
Audio 3 of 5 (09:51)
Audio 4 of 5 (26:48)
Audio 5 of 5 (23:15)

Tab 7 - Maximizing the Funding and Risk Assessment Meeting
Speakers: Robert Armstrong, Sanford M. Fisch and Bryan Adams, Premier Planning
PowerPoint
Adobe PDF
Audio 1 of 5 (20:50)
Audio 2 of 5 (20:48)
Audio 3 of 5 (19:28)
Audio 4 of 5 (15:25)
Audio 5 of 5 (20:52)

Tab 8 - Ethics Challenges Posed by Transfers Among Family Members
Speakers: Dennis Sandoval and Steve Hartnett
PowerPoint
Adobe PDF
Audio 1 of 3 (25:14)
Audio 2 of 3 (20:36)
Audio 3 of 3 (25:08)

Tab 9 - Optimizing Your Funding
Speakers: Dennis Sandoval, Randy Harwick, Steve Hartnett and Donna Hooper
Adobe PDF
Audio 1 of 4 (19:47)
Audio 2 of 4 (19:12)
Audio 3 of 4 (26:50)
Audio 4 of 4 (26:50)

Roundtable Discussion: Secrets to Consultation Mastery
Audio 1 of 3 (21:59)
Audio 2 of 3 (21:14)
Audio 3 of 3 (31:26)

Main Sessions

Tab 10 - Portability: To Elect or Not to Elect, That is the Question
Speaker: Steve Hartnett
PowerPoint
Adobe PDF
Audio 1 of 6 (24:11)
Audio 2 of 6 (21:10)
Audio 3 of 6 (20:00)
Audio 4 of 6 (11:28)
Audio 5 of 6 (20:26)
Audio 6 of 6 (14:21)

Tab 11 - Avoiding Disaster: Drafting Accumulation Trusts (especially SNTs) as Beneficiaries of Retirement Plan Benefits
Speaker: Dennis Sandoval
PowerPoint
Adobe PDF
Audio 1 of 5 (20:07)
Audio 2 of 5 (21:11)
Audio 3 of 5 (19:14)
Audio 4 of 5 (16:39)
Audio 5 of 5 (14:54)

Breakout Sessions

CounselPro TM 7 Update: What's New and In Development
Speaker: Donna Hooper
Audio 1 of 3 (21:11)
Audio 2 of 3 (20:16)
Audio 3 of 3 (23:37)