2013 Spring Summit - Philadelphia, PA

Quick Links: Topic Legend:
  • PM - Practice Management
  • ED - Education
  • MKTG - Marketing
  • S - Software

Wednesday, April 24, 2013 - MPS Medicaid Workshop

Click here for agenda


Wednesday, April 24 thru Thursday, April 25, Boot Camp

Click here for agenda


Thursday,
April 25, 2013

 
Main Sessions
1:00 pm - 2:00 pm

WELCOME TO THE 20TH ANNIVERSARY SPRING SUMMIT!

INTRODUCTIONS

Speakers: Robert Armstrong and Sanford M. Fisch
2:00 pm - 3:15 pm

Celebrating the Past and Creating the Future

Speakers: Robert Armstrong and Sanford M. Fisch
3:15 pm - 3:30 pm BREAK
3:30 pm - 5:00 pm

Keynote Topic: The Lighthouse in the Storm: Our New Role in Turbulent Times

Keynote Speaker: Frank Maselli, The Maselli Group

7:00 pm - 9:00 pm 20TH ANNIVERSARY GALA RECEPTION
Cocktails and Dinner Served


Dinner Sponsored by: Legacy Safeguard (Premier Planning and NGL)
Cocktails and Photographer Sponsored by: DocuBank
Formal Attire


Friday, April 26, 2013

Main Sessions
Breakout Sessions
8:00 am - 9:45 am

PM TOPIC
The Academy's Reinvention: A Blueprint for the Next 20 Years

Speakers: Robert Armstrong and Sanford M. Fisch

STAFF IN MAIN ROOM

10:00 am - 10:15 am BREAK
10:00 am - 11:30am

PM/MKTG TOPIC
Financial Services and You

Speaker: Mark Matson, Matson Money

MKTG TOPIC
10am - 11am
BizActions E-Newsletter Demo

Speaker: Robert Slavitt, BizActions
11:30 am - Noon

PM/MKTG TOPIC
Financial Services and You, Continued

Speakers: Robert Armstrong and Sanford M. Fisch

MKTG TOPIC
11am - Noon
SEO - The Latest in Content Marketing

  • Infographics
  • Slide decks
Speaker: Rita Chaires
Noon - 2:00 pm LUNCH BREAK
Financial Database Meeting
Open to Participating Owners Only

2:00 pm - 3:30 pm

ED TOPIC
Asset Protection: Staying Out of Trouble!

Speaker: Gideon Rothschild, Moses & Singer, LLP

S TOPIC
COUNSELPRO™ 6A
Marketing Expense Budgets/Events

  • Why it is important to create Monthly Marketing Expense Budgets
  • What to capture under Marketing Expense Budget - "YOUR BOTTOM LINE"
  • What is a Marketing Referral Source
  • How referrals are tracked inside the program
  • Setting up seminars - what qualifies as an Event
  • Non-seminar Events

Speaker: Donna Hooper

3:30 pm - 3:45 pm BREAK
3:45 pm - 5:00 pm

ED TOPIC
Top 12 Significant, Curious, or Downright Fascinating Fiduciary Cases of 2012*

*At least, it seems to us. Your mileage may vary.

Speaker: Dana Fitzsimons, Bessemer Trust

S TOPIC
COUNSELPRO™ 6A
Seminar Reservations and Tracking
Seminar Results Using Wizards

  • Seminar reservations and tracking seminar results using wizards
  • Once the results are in, which reports you need to use
  • How to read and understand the report results
Speaker: Donna Hooper
5:30 pm SOCIAL EVENT: Sights and Sounds of Philadelphia
With historical landmarks and century old tales around every corner, Philadelphia is the ideal city to see with a local expert. Who better to guide us around town than Philadelphia Sightseeing Tours! We'll finish the evening with dinner overlooking the city at R2L.

$135 per person (non-refundable)


Saturday, April 27, 2013

Main Sessions
Breakout Sessions
6:45 am - 8:00 am Board of Governors Breakfast
8:00 am - 10:00 am

PM/M TOPIC
Success Stories

Facilitators: Robert Armstrong and
Sanford M. Fisch

S TOPIC
COUNSELPRO™ 6A
Getting Ready to Prepare the Estate Planning Documents

  • Streamlining the process of document creation
  • Ways to increase document creation productivity
  • Setting defaults in the program
  • Using the COPY feature
Speaker: Donna Hooper
10:00 am - 10:15 am BREAK
10:15 am - Noon

PM/MKTG TOPIC
Maximizing the Funding and Risk Assessment Meeting

Speakers: Robert Armstrong, Sanford M. Fisch, and Bryan Adams with Premier Planning

S TOPIC
COUNSELPRO™ 6A
Tracking the Results from an IC appointment

  • Client Retention Wizard
  • Document tracking
  • New client follow-up
  • Companies
  • Follow-up for those not retained
  • Types of letters to send and when to send them
Speaker: Donna Hooper
Noon - 2:00 pm LUNCH BREAK
Board of Governors Board Meeting
DocuBank New Member Lunch
2:00 pm - 3:15 pm

ED TOPIC
Ethics Challenges Posed by Transfers Among Family Members

Speakers: Steve Hartnett

S TOPIC
COUNSELPRO™ 6A
Getting the Most Efficiency from your Software

  • Database maintenance
  • Purging old estate plans
  • Cleaning up the database manually for duplicates
  • Categorizing people for the most efficiency
  • Which reports you should be using ALL of the time

Speaker: Donna Hooper
3:15 pm - 3:30 pm BREAK
3:30 pm - 5:00 pm

PM/S TOPIC
Optimizing Your Funding

  • Funding Basics
  • Funding in CounselPro™

Speakers: Dennis Sandoval, Steve Hartnett, Donna Hooper and Randy Harwick

M TOPIC
Marketing Roundtable

Facilitators: Member Services

5:00 pm - 5:30 pm BREAK
5:30 pm - 6:30 pm

ROUNDTABLE DISCUSSION

TOPIC: TBA
6:45 pm

PEAK PERFORMER DINNER
Welcome, for New and Returning Members

If you are interested in attending, please contact your PBC
Click here for more information on the Peak Program



Sunday, April 28, 2013

Main Sessions
Breakout Sessions
8:00 am - 10:00 am

ED TOPIC
Portability: To Elect or Not To Elect, That Is the Question

Speaker: Steve Hartnett

S TOPIC
COUNSELPRO™ 7 UPDATE
What's New and In Development

  • The newest features of CounselPro 7.0
  • Participants provide input and suggestions for development!
Speaker: Donna Hooper
10:00 am - 10:15 am BREAK
10:15 am - Noon

ED TOPIC
Avoiding Disaster: Drafting Accumulation Trusts (especially SNTs) as Beneficiaries of Retirement Plan Benefits

Speaker: Dennis Sandoval

S TOPIC
COUNSELPRO 6A™
One-On-One with Support

  • Q&A format - open for the membership
  • We will address your questions individually (except customization of estate planning document language)
  • Bring a laptop with CounselPro 6A™ installed
Speaker: Donna Hooper, Randy Harwick and Jeff Davis
End of 2013 Spring Summit


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