2018 ANNUAL EVENT SCHEDULE OF EVENTS
Thursday, March 8, 2018
2:00 pm – 2:15 pm Welcome/Introductions & Announcements
2:15 pm – 3:45 pmGeneral Session - Team Building in an LCP Law Office - Betty Raglin
3:45 pm – 4:00 pmBreak/Visit with Exhibitors
4:00 pm – 5:00 pm General Session Mock First Meeting
4:00 pm – 5:00 pm Advanced Practitioner’s RoundTable
5:00 pm - 6:00 pm Opening Reception
Friday, March 9, 2018
8:30 am - 9:00 am Continental Breakfast
9:00 am – 10:15 am Dementia & Mental Health – Dr. Jason Schillerstrom, Geriatric Psychiatrist
The University of Texas Health Science Center at San Antonio's
10:15 am - 10:45 am Break/Visit with Exhibitors
10:45 am - 12:00 pm Session IV – Breakout Discussion Groups
Breakout/Discussion Group 4A: / Breakout/Discussion Group 4B: / Breakout/Discussion Group 4C: / Breakout/Discussion Group 4D: / Breakout/Discussion Group 4E:Audience: All / Audience: ECCs / Audience: Advanced / Audience: New Members / Audience: Public Benefits Staff
ActionStep Case
Management Software / Communication and Family Conflict Resolution / Ancillary LCP
Practice Areas / Art of Good Intake/
Pre-Selling/Pre-Screening / Communications Best Practices to Clients; Facilities; Financial Advisors & Medicaid Case Workers
Facilitator / Facilitator / Facilitator / Facilitator / Facilitator
Location / Location / Location / Location / Location
1:30 pm - 2:30 pm Session V – Breakout Discussion Groups
Breakout/Discussion Group 5A: / Breakout/Discussion Group 5B: / Breakout/Discussion Group 5C: / Breakout/Discussion Group 5D: / Breakout/Discussion Group 5E:Audience: All / Audience: ECCs / Audience: Advanced / Audience: New Members / Audience: Public Benefits Staff
Marketing in the Community/Tips for Building Referrals & Sources / Setting/Managing Client Expectation / Useful Technology Tools to Increase Firm Efficiency/Client Participation / Second Meeting Basics & Overview of First Year Services / Best Practices for Basic Verification Gathering & Organization: Checklists/Policies & Processes
Facilitator / Facilitator / Facilitator / Facilitator / Facilitator
Location / Location / Location / Location / Location
2:30 pm - 2:45 pm Break/Visit with Exhibitors
2:45 pm - 3:45 pm Session VI - Breakout Discussion Groups
Breakout/Discussion Group 6A: / Breakout/Discussion Group 6B: / Breakout/Discussion Group 6C: / Breakout/Discussion Group 6D: / Breakout/Discussion Group 6E:Audience: All / Audience: ECCs / Audience: Advanced / Audience: New Members / Audience: Attorneys &
Public Benefits Staff
Marketing Across Generations/To the Millennial Caregiver Child / Challenges with Clients in LTC Facilities / Employee Job Description, Evaluation Tools and Benefits / Deliverables for an
LCP Client / VA Updates
Facilitator / Facilitator / Facilitator / Facilitator / Facilitator
Location / Location / Location / Location / Location
3:45 pm – 4:00 pmBreak/Visit with Exhibitors
4:00 pm - 5:00 pm Session VII - Breakout Discussion Groups
Breakout/Discussion Group 7A: / Breakout/Discussion Group 7B: / Breakout/Discussion Group 7C: / Breakout/Discussion Group 7D: / Breakout/Discussion Group 7E:Audience: All / Audience: ECCs / Audience: Advanced / Audience: New Members / Audience: Public Benefits Staff
Keeping the LCP
Message Fresh / CECC Stockton Course
Past, Present and Future Participants / Alternative Pricing Structures for
Life Care Plans / Client Retention Aftermath & the Initial Assessment / Best Practices for Setting/Meeting Deadlines with Clients/Other Institutions
Facilitator / Facilitator / Facilitator / Facilitator / Facilitator
Location / Location / Location / Location / Location
5:30pm – 8:30pm Optional Events - TBD
Saturday, March 10, 2018
9:00 am – 10:00 am Session VIII- Breakout Discussion Groups
Breakout/Discussion Group 8A: / Breakout/Discussion Group 8B: / Breakout/Discussion Group 8C: / Breakout/Discussion Group 8D: / Breakout/Discussion Group 8E:Audience: All / Audience: ECCs / Audience: Advanced / Audience: New Members / Audience: Public Benefits Staff
Defining/Communicating Brand/Message / Caring for the Caregiver / Helping Families Use LCP Services Effectively / Reassurance Tips for Clients when Aggressive Deadlines Aren’t Met Due to Uncontrollable Circumstances
Facilitator / Facilitator / Facilitator / Facilitator / Facilitator
Location / Location / Location / Location / Location
10:00 am – 10:15 amBreak
10:15 am - 11:15 amSession VII - Breakout Discussion Groups
Audience: All / Audience: ECCs / Audience: Advanced / Audience: New Members / Audience:
Dual roles in a firm
(ie ECC as Marketers) / Difficult Family
War Stories / Managing Growth in Your LCP Law Firm: When to Hire – at 2nd Care Coordinator/Attorney or Other Staff / The Renewal Process / Managing Your
Time Efficiently
Facilitator / Facilitator / Facilitator / Facilitator / Facilitator
Location / Location / Location / Location / Location
11:15 am – 11:30 am Break
11:30 am - 12:30pmSession VII - Breakout Discussion Groups
Breakout/Discussion Group 9A: / Breakout/Discussion Group 9B: / Breakout/Discussion Group 9C: / Breakout/Discussion Group 9D: / Breakout/Discussion Group 9E:Audience: All / Audience: ECCs / Audience: Advanced / Audience: New Members / Audience:
Marketing Materials/Collateral: What’s in Your Office? / Finding a good work/life balance / Metrics: The Importance of Tracking, Measuring & Managing / Developing a Strategic Marketing Plan / The Role of Associate Attorneys/Partners in an LCP Law Firm
Facilitator / Facilitator / Facilitator / Facilitator / Facilitator
Location / Location / Location / Location / Location
12:30 pm - 1:30 pmClosing Lessons Learned Session/Box Lunch
Registered Attendee List – as of January 30, 2018 – Alpha by Law Firm
Firm / Name / Last Name / Title / City / State1 / Allaire Elder Law / Charlotte / Audet / Elder Care Coordinator / Bristol / CT
2 / Allaire Elder Law / Halley / Allaire / Attorney / Bristol / CT
3 / Bratton Scott Estate & Elder Care Attorneys / Charles / Bratton II / Attorney / Haddonfield / NJ
4 / Bratton Scott Estate & Elder Care Attorneys / Anne / Markel-Crozier / Director of Care Coordination / Haddonfield / NJ
5 / Bratton Scott Estate & Elder Care Attorneys / Brittany / Tedesco / Attorney / Haddonfield / NJ
6 / Clinkscales Elder Law Practice / Claudia / Engel / Hays / KS
7 / Clinkscales Elder Law Practice / Jill / Wechsler / Hays / KS
8 / Clinkscales Elder Law Practice / Laura / Buck / Hays / KS
9 / DeLoach, Hofstra & Cavonis / Rep / DeLoach / Attorney / Seminole / FL
10 / DeLoach, Hofstra & Cavonis / Simone / DeLoach / Director of Marketing / Seminole / FL
11 / Donna J. Jackson & Associates, PLLC / Donna / Jackson / Attorney / Oklahoma City / OK
12 / Elder Law of East Tennessee / Bailey / Schiermeyer / Attorney / Knoxville / TN
13 / Elder Law of East Tennessee / Hailey / Michel-Evleth / Public Benefits Specialist / Knoxville / TN
14 / Elder Law of East Tennessee / Cindy / Hutson / Elder Care Coordinator / Knoxville / TN
15 / Elder Law of East Tennessee / Amelia / Crotwell / Attorney / Knoxville / TN
16 / Elder Law of East Tennessee / Malinda / Joshi / Systems Manager / Knoxville / TN
17 / Elder Law of East Tennessee / Julia / Price / Attorney / Knoxville / TN
18 / Fendrick & Morgan, LLC / Doug / Fendrick / Attorney / Voorhees / NJ
19 / Fendrick & Morgan, LLC / Jamie / Shuster Morgan / Attorney / Voorhees / NJ
20 / Frazer, Ryan, Goldberg & Arnold, LLP / Marsha / Goodman / Attorney / Phoenix / AZ
21 / Frazer, Ryan, Goldberg & Arnold, LLP / Jennifer / Murphy / Attorney / Phoenix / AZ
22 / Garland Law / Gary / Garland / Attorney / Manalapan / NJ
23 / Garland Law / Tina / Ruane / Elder Care Coordinator / Manalapan / NJ
24 / Garland Law / Melissa / Jacobs / Benefits Specialist / Manalapan / NJ
25 / Gerhardt Law Office, PLC / Daniel / Gosbeth / Elder Care Coordinator / Sierra Vista / AZ
26 / Gerhardt Law Office, PLC / Michelle / Higbee / Client Development Director / Sierra Vista / AZ
27 / Gilsoul & Associates, LLC / Tristy / Sullivan / Elder Care Coordinator / Shreveport / LA
28 / Hurley Elder Care Law / Grace / Suchy / Public Benefits Specialist / Atlanta / GA
29 / Hurley Elder Care Law / Lillian / Morgado / Public Benefits Specialist / Atlanta / GA
30 / Hurley Elder Care Law / Debbie / Young-Arnold / Elder Care Coordinator / Atlanta / GA
31 / Kabb Law Firm / Rachel / Kabb Effron / Attorney / Beachwood / OH
32 / Kabb Law Firm / Darlene / Toman / Office Manager / Beachwood / OH
33 / Kabb Law Firm / Kori / Whisenant / Attorney / Beachwood / OH
34 / Kabb Law Firm / Jeri / Hildebrand / Public Benefits Specialist / Beachwood / OH
35 / Kabb Law Firm / Rich / Weiss / Attorney / Beachwood / OH
36 / Kabb Law Firm / Lauren / Wheeler / Sr. Paralegal / Beachwood / OH
37 / Kabb Law Firm / Carolyn / Lechner / Social Worker / Beachwood / OH
38 / Kabb Law Firm / Melinda / Smith / Dir of Biz Dev & Marketing / Beachwood / OH
39 / Kimbrough Law / Bayli / Fields / Attorney / Athens / GA
40 / Kimbrough Law / Ashley Breanne / Simmons / Elder Care Coordinator / Athens / GA
41 / Kimbrough Law / Alice / Woodard / Elder Care Coordinator / Athens / GA
42 / Lambert Elder Care Law / Robert / Lambert / Attorney / Round Rock / TX
43 / Lambert Elder Care Law / MIchelle / Lambert Culberson / Client Services Director / Round Rock / TX
44 / Law Offices of KreisherGregorowicz / Marianne / Kreisher / Attorney / Bloomsburg / PA
45 / Law Offices of KreisherGregorowicz / Heidi / Young / Elder Care Coordinator / Bloomsburg / PA
46 / Legacy Estate Planning, PLLC / Doug / Anderson / Attorney / Woodbridge / VA
47 / Legacy Estate Planning, PLLC / Hapiness / Emejuri / Elder Care Coordinator / Woodbridge / VA
48 / Mannor Law Group / Rachel / Francis / Elder Care Coordinator / Grand Blanc / MI
49 / Mayhone Elder Law, PLLC / Dawn / McKenzie / Elder Care Coordinator / Ocean Springs / MS
50 / McNamara Law Firm, PC / Jane / McNamara / Attorney / Valencia / CA
51 / Redgrave & Rosenthal LLP / Aaron / Millman / Attorney / Boca Raton / FL
52 / Redgrave & Rosenthal LLP / Judi / Schneider / Elder Care Coordinator / Boca Raton / FL
53 / Rulon & Adamshick LLC / Tom / Rulon / Attorney / Honolulu / HI
54 / Rulon & Adamshick LLC / Laurie / Adamshick / Attorney / Honolulu / HI
55 / Rulon & Adamshick LLC / Kimberly / Ong / Attorney / Honolulu / HI
56 / Senior Law Solutions / Anne Elizabeth / McGowin / Attorney / Montgomery / AL
57 / Strohschein Law Group / Linda / Strohschein / Attorney / St. Charles / IL
58 / Takacs McGinnis Elder Care Law PLLC / Timothy / Takacs / Attorney / Hendersonville / TN
59 / Takacs McGinnis Elder Care Law PLLC / Barbara / Boone McGinnis / Attorney / Hendersonville / TN
60 / Takacs McGinnis Elder Care Law PLLC / Debra / King / Elder Care Coordinator / Hendersonville / TN
61 / Takacs McGinnis Elder Care Law PLLC / Pati / Bedwell / Elder Care Coordinator / Hendersonville / TN
62 / Takacs McGinnis Elder Care Law PLLC / Taylor / Bey / Public Benefits Specialist / Hendersonville / TN
63 / Takacs McGinnis Elder Care Law PLLC / Dana / Hentschel / Outreach Coordinator / Hendersonville / TN
64 / Thomason, Swanson & Zahn, PLLC / Roger / Zahn / Attorney / Park Rapids / MN
65 / Weatherby & Associates, PC / Henry / Weatherby / Attorney / Bloomfield / CT
66 / Weatherby & Associates, PC / Kristine / Talarski / Elder Care Coordinator / Bloomfield / CT