Announcing the AAJ Firm BOSS Summit. The BOSS Summit is designed for those involved in business operations,
supervision, and strategy within their firms. It will feature keynote speakers from outside our industry
addressing how to excel in workforce management and new horizons in technology. The focus will be on
futuristic planning and the exchange of best legal sector practices to help your firm perform and maximize
efficiencies and revenues. The two- day summit will combine keynotes and breakout sessions where members
can meet in small groups and exchange ideas, templates, and business plans.
NOTE SCHEDULE IS SUBJECT TO CHANGE WITHOUT NOTICE.
| Sunday, October 19, 2025 |
| 3 – 5 PM | Registration |
| 5:00 – 7:00 PM | Welcome Reception |
| Monday, October 20, 2025 |
| 8:00 AM – 3:00 PM | Registration
Breakfast Available (8:00 – 9:00 AM) |
| 9:00 AM - 9:15 AM | BOSS Program Roadmap (Facilitator Introduction) |
| 9:15- 10:15 AM | Opening Keynote on Funding & Firm Financials (Brooke Lively) |
| 10:15– 11:00 AM | Implementing AI in Your Firm (Michael McCready) |
| 11:00 – 11:15 AM | Networking Break with Tabletop Exhibits |
| 11:15 AM – 12:15 PM | Breakout Sessions: Funding & Firm Financials |
| 12:15 – 1:30 PM | Networking Lunch (Tables assigned by firm size) |
| 1:30 - 2:30 PM | Breakout #2: What’s in Your Tech Stack: Technology Tools, AI, and Cyber Security Safeguards |
| 2:30 – 2:45 PM | Networking Break with Tabletop Exhibits |
| 2:45 - 3:45 PM | CLE Session on Firm Financials and Internal Controls - Ethics Credit (Tom D’Amore) |
| 3:45 – 4:45 PM | Breakout #3: Hiring & Retention and Developing Firm Culture |
| 4:45 – 5:30 PM | Putting it All Together: How to Implement Lessons Learned on Day 1 (Facilitator Wrap-up) |
| 5:30 -- 6:30 PM | Networking Reception – “Exhibitor Demo” (Sponsored Happy Hour) |
| Tuesday, October 21, 2025 |
| 8:00 – 12 PM | Registration |
| 8:00 - 9:00 AM | Networking Breakfast (Open Seating; Breakfast provided) |
| 9:00 – 10:30 AM | EOS Session (TBD) |
| 10:30 – 11:00 AM | Networking Break with Tabletop Exhibits |
| 11:00 AM – 12:00 PM | Breakout #4: Lifecycle of a Firm – Startup, Midcareer & Succession Planning |
| 12:00 – 1:15 PM | Keynote Lunch – Reset Resilience: Understanding Anxiety in the Digital Age and How to Respond to It (Nina Schroeder)
(Lunch will be provided)
|
| 1:30 – 3:00 PM | Bringing BOSS Home: Bringing together the breakouts, key program takeaways and checklist creation, time for Q&A.
Potential group activity to engage everyone – have people share their checklists, resources, staff collect and share with the group afterwards |
| 3:00 PM | ADJOURN |
Breakouts that attendees will cycle through: Funding/Financials, Hiring & Retention, Lifecycle of a Firm, Tech Stack (AI/Cybersecurity/Ethics and policies)