We are pleased to announce that IMS CEO, Jennifer Campbell Goddard, will be the kick-off speaker for the Massachusetts Forum Annual Practice Management Summit, on Thursday, October 16, and Friday, October 17 in Boston.
Jennifer will be leading attorneys in the Strategic Planning process. The Forum Summit is open to all, not just Forum members. If you are in the vicinity, this is a terrific opportunity to collaborate, exchange ideas and learn best practices. This meeting will focus on practice management, marketing and drafting techniques and offers two separate tracks to help you make the most of your practice.
Track One will include:
- Strategic Planning for the Solo and Small Estate Planning Firm: presented by Jennifer Campbell Goddard
- The New Age of Employees: Virtual or Outsource (What’s the Best Fit for Your Firm? Paralegal/Admin/Funding): presented by Laney Lyons and Jennifer Cogswell
- Practice Management Tips for an Efficient and Profitable Practice: presented by Keith Davis, J.D.
- Pulling It All Together: Actionable Steps and Tools for Implementation (What did you hear and how do you do it?): presented by Wendy Witt, Esq.
Track Two - Maximizing WealthDocx in Your Estate Planning Practice by Blair Janis, J.D. - will include:
- Using WealthDocx to Draft Estate Planning Documents: Learn about various techniques for more efficiently and effectively drafting estate planning documents using the WealthDocx drafting system.
- Law Practice Technology for Your Estate Planning Practice: Learn about the different types of technology available, the benefits and risks associated with each and techniques for effectively selecting and using the technology that is right for you.
- Ethics: Using Cloud Services to Practice Law: You may have (or should have) many questions about this trend. Is it safe? Is it cost effective? Perhaps most importantly, is it ethical? This presentation will provide information and guidance on how you can find the answer to these questions.
The meeting will conclude with the Massachusetts Forum Annual Meeting and Roundtable Discussion led by Allen Margulis, Esq.