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 |
| 3:00 – 5:00 PM |
Registration |
| 5:00 – 6:30 PM |
Welcome Reception |
| Monday, October 20, 2025 |
| 8:00 AM – 3:00 PM |
Registration |
| 8:00 AM – 9:00 AM |
Networking Breakfast |
| 9:00 AM - 9:15 AM |
BOSS Program Roadmap: Welcome & Introduction (Cheryl Pope) |
| 9:15- 10:15 AM |
Opening Keynote: Profit Is the Point – How to Run a Smarter PI Firm (Brooke Lively)
In this hard-hitting keynote, attendees will get a CFO-level look at what it really takes to run a profitable personal injury practice. From mastering your cash flow cycles to driving case velocity and aligning team incentives, this session pulls back the curtain on the business engine behind high-performing PI firms. You’ll walk away with actionable strategies to boost margin, scale smarter, and stop leaving money on the table. This isn’t theory—it’s the playbook for turning legal hustle into sustainable profit.
|
| 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 (Attendees will attend 1 of 4 breakout sessions during each time, and by the end of the program have cycled through all four topics) |
| 12:15 – 1:30 PM |
Networking Lunch |
| 1:30 - 2:30 PM |
Breakouts (Attendees will attend 1 of 4 breakout sessions during each time, and by the end of the program have cycled through all four topics)
|
| 2:30 – 2:45 PM |
Networking Break with Tabletop Exhibits |
| 2:45 - 3:45 PM |
Firm Financials and Internal Controls - Ethics Credit (Tom D’Amore) |
| 3:45 – 4:45 PM |
Breakouts (Attendees will attend 1 of 4 breakout sessions during each time, and by the end of the program have cycled through all four topics) |
| 4:45 – 5:30 PM |
Putting it All Together: How to Implement Lessons Learned on Day 1 (Cheryl Pope) |
| 5:30 - 6:30 PM |
Networking Reception |
| Tuesday, October 21, 2025 |
| 8:00 AM – 12 PM |
Registration |
| 8:00 - 9:00 AM |
Networking Breakfast |
| 9:00 – 10:30 AM |
Get a Grip on Your Business with EOS (Chris Hallberg)
Explore the Entrepreneurial Operating System (EOS). Designed to help owners, leaders, and managers; the system provides the tools to get you “unstuck”—to structure your firm, organize your attorneys and staff, and grow your firm. EOS Implementor Chris Hallberg will help you overcome common frustrations for law firms by:
- Clarifying your firm’s vision and purpose
- Defining roles and responsibilities for your teams and ensuring accountability
- Creating a structure to help ease the uncertainty of running a law firm
- Optimizing your firm processes and operations to reduce waste, improve efficiencies, and maximize productivity
- Developing a model for sustainable growth in your firm
|
| 10:30 – 11:00 AM |
Networking Break with Tabletop Exhibits |
| 11:00 AM – 12:00 PM |
Breakouts (Attendees will attend 1 of 4 breakout sessions during each time, and by the end of the program have cycled through all four topics) |
| 12:00 – 1:15 PM |
Keynote Lunch – Reset Resilience: Understanding Anxiety in the Digital Age and How to
Respond to It (Nina Schroeder)
Get equipped you with the tools to combat digital overload, boost mental clarity, and build a more resilient team in today’s fast-paced world. Nina Schroeder will cover the increased prevalence of mental health distress and the Digital Age factors that may contribute to this increase, provide a high-level understanding of how stress and anxiety affect the nervous system and body as well as unproductive responses to stress and anxiety, and give attendees strategies to enhance resilience and foster a positive response to stress. You will leave the session with updates that address stress and evolving mental health trends and needs, and tools to promote greater employee resilience and well-being, job satisfaction, productivity, and retention.
|
| 1:30 – 2:00 PM |
Marketing Your Firm Through Non-Traditional Channels (Kimberly Perkins)
Learn about effective tips and tricks on how to market your firm through non-traditional channels such as social media. Get tips on how to show your personality and be relatable, trying different formats and topics, and tracking engagement and building your audience.
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| 2:00 - 3:00 P.M |
Bringing BOSS Home: Key Program Takeaways and Checklist Creation (Cheryl Pope) |
| 3:00 PM |
Adjourn |