SCHEDULE OF EVENTS – OMNI ROYAL – NEW ORLEANS, LA
Thursday, March 9, 2017
9:00 am – 11:00 amLCPLFA Board Meeting
2:00 pm – 2:15 pm Welcome/Introductions/Ice-Breaker & Announcements
2:15pm – 3:45 pmNavigating Communication with Different Generations: Reducing Drama and
Conflict in A Life Care Planning Law Firm
Your firm is comprised of colleagues, vendors, clients and caregivers from up to five different adult generations. Much like gender, socioeconomics and race, our generational affiliation strongly influences how we think, communicate and lead. In order for Traditionalists and Baby Boomers to collaborate more effectively with Generations X, Y and Z, everyone has to tweak their instinctive communication approach. This program will help improve morale and productivity, while reducing misunderstandings in your firm.
Jennifer Fitzpatrick, MSW, LCSW-C, CSP, Jenerations Health Education
3:45pm – 4:00 pmBreak
4:00 pm – 5:00 pm Dealing with Crazy in the Conference Room
As the best Life Care Plans are ones implemented with as many of the kids on board as possible, this presentation, loosely based on the Talking to Crazy: How to Deal with Irrational and Impossible People in Your Life by Mark Goulstonwill offer practical advice and solutions for getting the in laws and outlaws either in line or sidelined.
Betty Raglin, Esq., Sigler & Raglin, Lake Charles, LA
Friday, March 10, 2017
8:30 am. - 9:00 am. Continental Breakfast
9:00 am – 10:15 am General Session: Effective Communication Tips to Avoid Family Arguments
As dementia progresses, communication must be adapted by the family to avoid arguments. This session will provide practical strategies to cope with repetition, lack of insight, delusions, and other common mistakes made by well-intentioned families.
Jan Dougherty, MS, RN, FAAN, Family and Community Services Director
Banner Alzheimer’s Institute – Phoenix, AZ
10:15 am - 10:45 am Break
10:45 am - 12:00 pm Session IV – Breakout Discussion Groups
*In addition to other facilitated topics, a special hands-on“Maximizing Your Online Presence Track”will be presented by Gayla Zoz on Friday during Sessions II, III, IV & V. Interested participants will need to bring their own laptop and be prepared to work on their own profiles/firm presence in a guided group process
Breakout/Discussion Group 4A: / Breakout/Discussion Group 4B: / Breakout/Discussion Group 4C: / Breakout/Discussion Group 4D: / Breakout/Discussion Group 4E:Online Marketing / Audience: All / Audience: New Members / Audience: Advanced / Audience: Associate Attys
Social Media 101: Starting from Scratch
This is the 101 course for those who need to create their basic profiles on Facebook, Twitter, LinkedIn and Google. This session is for firms who don’t currently have these profiles. We will build them from scratch during the session. Participants are asked to bring 3 – 5 image files for use in creating their basic profiles / Developing a Strategic Marketing Plan / Starting Your LCP Practice/
Hiring an ECC / Firm Job Descriptions and Employee Evaluation Tools / The Role of
Associate Attorneys/Partners in an LCP Law Firm
Gayla Zoz / Bryan Adler
12:00 pm - 1:30 pm Lunch/Making the Most of your LCPLFA Membership
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 Group5D: / Breakout/Discussion Group5E:Online Marketing / Audience: All / Audience: New Members / Audience: Advanced / Audience: ECCs
Social Media Content & Strategy
We will discuss all the different kinds of posts and where to get the material for them. Each firm will create a post for Facebook, share it on Twitter and Linked In, and everyone would leave with a 30-day content plan. / Twilight Wish: Celebrating Seniors and Making Their Dreams Come True / Importance of
Good Intake / Building a Great Team: Motivating, Engaging, Measuring and Streamlining Productive Staff / ECC War Stories:
In 3 min share what happened, how it was resolved
Gayla Zoz
2:30 pm - 2:45 pm Break
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:Online Marketing / Audience: All / Audience: New Members / Audience: Advanced / Audience: ECCs
Social Media: Extending Your Reach
Extending the reach and engagement of your social media posts -- Facebook boosts and ads. This session is for firms who already have a presence on Facebook (or have just created one in a previous session). Each participant will select one or more posts to boost, set up an audience list, execute the boost, and then troubleshoot problems. Then we will set up an ad to promote a service or expertise area. / Useful Technology Tools to Increase Client Participation / The Keys to an Effective
First Meeting / Alternative Pricing Structures for
Life Care Plans / Life, Love and Long Term Care
Join us for a presentation on issues related to aging and sexuality, and the challenges faced by residents, staff, and families in long term care settings and discussion on Strategies for management.
Gayla Zoz / Susie Stiles, LCSW
3:45 pm – 4:00 pmBreak
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 Group7D: / Breakout/Discussion Group7E:Online Marketing / Audience: All / Audience: New Members / Audience: Advanced / Audience: ECCs
Online Review Sites: Mastering the Basics
This session will focus on setting up and managing online review sites. You will be guided through the process of going to each of the legal review sites, finding your automatically-generated profiles, claiming profiles, updating the profiles and cleaning up errors, assessing the presence of competitors, and deciding whether to invest in site enhancements or advertising. / OPEN / Client Retention Aftermath & the Initial Assessment / Ancillary LCP Practice Areas / A Meet & Greet for Current, Past & Future CECC Stockton Course Participants
Gayla Zoz
Saturday, March 11, 2017
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 Group8E:Audience: TBD / Audience: All / Audience: New Members / Audience: Advanced / Audience: ECCs
OPEN / Tips for Increasing
Referrals / Second Meeting Basics & Overview of First Year Services / Metrics: The Importance of Tracking,
Measuring & Managing / Helping Families Use LCP Services Effectively
10:00 am – 10:15 amBreak
10:15 am - 11:15 amSession VII - Breakout Discussion Groups
Breakout/Discussion Group 9A: / Breakout/Discussion Group 9B: / Breakout/Discussion Group 9C: / Breakout/Discussion Group9D: / Breakout/Discussion Group 9E:Audience: TBD / Audience: All / Audience: ECCs / Audience: Advanced / Audience: ECCs
OPEN / Marketing Across Generations/
To the Millennial
Caregiver Child / Managing Growth / Dealing with Medicare Issues – Unsafe or Premature Discharges/
Bundled Billing / Managing Your Time Efficiently
11:15 am – 11:30 am Break
11:30 am - 12:30 pmSession VIII – Breakout Discussion Groups
Breakout/Discussion Group 10A: / Breakout/Discussion Group 10B: / Breakout/Discussion Group 10C: / Breakout/Discussion Group10D: / Breakout/Discussion Group10E:Audience: TBD / Audience: TBD / Audience: ECCs / Audience: Advanced / Audience: Attorneys
OPEN / Marketing Materials/
Collateral: What’s in Your Office? / The Renewal Process / Roles of Office Manager and Public Benefits Specialist / Benefits of Being and Tips for Preparing for the
NELF CELA Exam
12:30 pm. - 1:30 pmBox Lunch/Closing Session/Lessons Learned
LCPLFA 2017 Registration Information ($399 for first Registrant) – March 9-11, 2017Name: / Nickname for Badge:
Firm:
Address:
City: / State: / Zip:
Phone: / Fax:
Email Address: / Special Diet Request: VEG KOSHER OTHER
Additional Registrant #1 (Additional $299)
Name: / Nickname for Badge:
Title/Credentials:
Email Address: / Special Diet Request: VEG KOSHER OTHER
Additional Registrant #2 (Additional $299)
Name: / Nickname for Badge:
Title/Credentials:
Email Address: / Special Diet Request: VEG KOSHER OTHER
Registration Fees / Qty / On/Before
2/24/2017 / After 2/24/2017 / Total
LCPLFA Member Registration – First Member / $399.00 / $449.00 / $
Additional Members from Same Law Firm / $299.00 / $349.00 / $
Non Member Registration / $650.00 / $700.00 / $
LCPLFA Fundamentals Practice Program 3/8-9/17 / $899.00 / $899.00 / $
Total Amount Enclosed / $
Topic I would like to discuss with other members are:
Payment Method
I have enclosed Check # / for $
I authorize LCPLFA to charge my MC or VS / for $
Card #: / SecCode: / Exp Date:
Name: / Signature:
Cancellation Policy No refunds will be issued after March 1, 2017. Cancellations received before that date, will receive a full refund, less at $50 administration fee. Substitutions are welcome. Cancellation monies not refunded will can be applied toward future education programs
Make check payable to:Life Care Planning Law Firms Association and return with Payment to:
LCPLFA c/o The Carlson Group, LLC, 8987 E Tanque Verde Road Tucson, AZ 85749-9399
Fax: 814-286-3953/E-Mail: or