2024 Agenda

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AGENDA

Day One   |   Day Two

Thursday, November 14

We kick off The Summit with a day of resilience, innovation, and breakthroughs.

Be prepared to be empowered to confront growth barriers, unlock your full potential, and build an unstoppable team. We have an incredible lineup of keynote speakers that you don’t want to miss!

8:30 am

General Session Begins

8:45 am

KEYNOTE: All In: How Great Leaders Build Unstoppable Teams

Speaker: Mike Michalowicz

You want a thriving workforce that shines and sticks around. One that takes full responsibility for their work and outcomes. A community of employees who love your organization and are invested in its growth. With All In, Mike will show you how to build a team where everyone flourishes–including you.

About The Presenter + -

Mike Michalowicz was dubbed the “top candidate for Patron Saint of Entrepreneurs” by Simon Sinek. He helps small business owners make their businesses more profitable while growing faster through organic marketing, be more effective through systems and create better teams through leadership. Mike is an American business author, children’s author, entrepreneur, and speaker. He is the author of eight business books published by Penguin Random House, including All In which was released in January of 2024, and two Wall Street Journal Best Sellers. Mike’s book, Profit First has sold over a million copies and continues to reach bestselling lists – because being profitable never goes out of style. His books have been translated into 27 languages. He is also the former host of the “Business Rescue” segment for MSNBC’s Your Business, was previously the small business columnist for The Wall Street Journal and hosted the reality television program called Bailout!.

Mike learns through doing. He founded Olmec Systems in 1996 and sold the business in a private equity transaction in 2003. In 2003 he co-founded a computer forensic firm, which was a lead examiner in the Enron scandal. That company was acquired by Robert Half International in 2006. The transaction was valued at $270.million. Mike Michalowicz currently owns seven companies, including a small business investment accelerator called Prosper Group. Michalowicz is co-founder of six additional organizations with exclusive licensing rights to his work.

10:00 am

Break

10:30 am

KEYNOTE: Getting Real About What is Limiting Your Growth

Speaker: Valerie Peterson

Capacity drives revenue. Capacity means, in simple terms, having a solid team that serve as profit centers within your business. Who or what is getting in the way of embracing and empowering your team to do so? And what is it costing you? Why is this such a problem? We’ll dive into this challenge, provide a formula for diagnosing the problem, and steps attorneys can take to solve it.

About The Presenter + -

Valerie is the Chief Executive Officer of Atticus, LLC. Prior to joining Atticus, Valerie served as the Chief Executive Officer of ElderCounsel, LLC.

Valerie graduated from Washburn Law School in 1997. After law school, Valerie practiced law in Manhattan, KS, and later Miami and Ft. Lauderdale where she was the owner of Peterson Law Office, P.A., and later Fisher & Peterson, P.C., a firm specializing in the areas of elder law and estate planning. Valerie sold her practice to join ElderCounsel in 2008.

Valerie speaks nationally on topics ranging from elder law and Veterans benefits to practice building and business management.  Valerie has taught for numerous national organizations, including the National Academy of Elder Law Attorneys (NAELA), various state bar associations, WealthCounsel, Krause Financial Services and Strafford Webinars.

Valerie also teaches for a prominent law school. Since 2012, Valerie has served as an adjunct professor for Stetson Law School where she teaches the Veteran’s Benefits Course to Elder Law LL.M. students.

Valerie resides in Evergreen, Colorado with her husband, Jonathan Mintz, and two cats, Maisey and Ben. Both she and her husband love the outdoors and are avid cyclists. Valerie also has a personal blog that is focused on nutrition and cycling: http://www.ketoadaptedcyclist.com/.

11:00 am

KEYNOTE: The Emotional Quotient for Making More Money

Speaker: Glenn Finch

Being able to recognize, understand, and manage our own emotions, as well as the emotions of others, leads to improved relationships, better decision-making, and enhanced leadership skills. However, the ultimate benefit of developing this skill is its contribution to increased revenue and income. Glenn will explore this and share practical strategies for application in your life and practice.

About The Presenter + -

For almost twenty years Glenn has worked with Atticus in matching clients with coaching programs that help them take better care of their clients, increase their incomes, decrease their stress, and achieve an overall balance in their life. As a Certified Practice Advisor, he has specialized in assisting small and medium sized firms to break those invisible barriers, which so often prevent them from reaching the next level. Glenn is adept at getting professionals to step back and envision new possibilities and creating practical strategies to make them reality. Through the formation of new habits, practice management systems and disciplines in client development, Glenn has assisted firms across the nation to double their revenues and obtain a more balanced life as a result.

Glenn is a Colonel in the Florida Army National Guard where he assists officers in organizational strategies, systems improvement, personal life management and career development.  He has been highly decorated for his leadership and personnel management after multiple active duty deployments both stateside and overseas.   He has written, developed and taught various curricula for organizational change and continues to do writing in the area of innovative leadership and team development. Prior to working with Atticus, Glenn spent 12 years as Senior Pastor for three multi-staffed churches in metropolitan areas in Florida.  In addition, he achieved the rank of San Dan and is an accomplished traditional Martial Arts Instructor providing a foundation for personal discipline and balance in life.

Glenn graduated Summa Cum Laude from Asbury University near Lexington, Kentucky with a degree in Psychology and Sociology. Following college Glenn received his Master of Divinity from Asbury Theological Seminary and is certified in several personality assessment tools and organizational assessments for staff training and development.  Glenn also earned a Master of Strategic Studies as a distinguished graduate of the United States Army War College. He is a frequent advisor to government agencies in both leadership capacity and staff development.

12:00 pm

Lunch Provided

1:15 pm

KEYNOTE: Unlocking Your Brain’s Potential: Optimal Performance & Well-Being

Speaker: Max Lugavere

Max will reveal how to achieve peak performance and well-being by guiding you to unlock your brain’s optimal potential.

About The Presenter + -

Max Lugavere is a health and science journalist, filmmaker, and bestselling author. His first book, Genius Foods, a New York Times bestseller, challenged our understanding of diet’s impact on brain health, while his Wall Street Journal bestseller Genius Kitchen married delicious recipes to his recommendations. He hosts The Genius Life podcast, one of the top health and wellness podcasts in the U.S, and commands an audience of over 1.5 million followers across social media. His contributions to programs like The Rachael Ray Show, The Today Show, NBC Nightly News, PBS’s Brief but Spectacular, and The Doctors, along with features in VICE, Fast Company, The New York Times, People Magazine, and CNN, and appearances on The Joe Rogan Experience and The Diary of a CEO, have made him a respected and well-known voice in the field. An engaging speaker on topical health and wellness topics, Lugavere regularly leads keynote talks and corporate seminars around the world, including at SXSW, The Biohacking Conference, the Health Optimization Summit, and many others.

2:15 pm

Break

2:45 pm

An afternoon of Game Changers. More details coming soon!

4:15 pm

Break

4:45 pm

KEYNOTE: Harness the Power of Your Brand’s Voice

Speaker: Robert Rose

The most important marketing strategy is to find a way your audience clearly understands who your company is, what you do, and why you are passionate about it so you gain their trust. Robert will provide insight on strategies you can use to capitalize on your ‘owned media.’

About The Presenter + -

For more than 15 years, Robert has helped business leaders balance the art and science of marketing to tell their story more effectively. Robert is the author of four best-selling books on modern marketing and content strategy. He is also the co-host of the popular marketing podcast This Old Marketing, which is downloaded more than a half-a-million times every year in 150 countries. Over the last twelve years, Robert has served as a Fractional Marketing Leader for startups and media companies, and advised more than 500 companies, including 15 of the Fortune 100

5:45 pm

Wrap-up

6:00 pm to 7:30 pm

Cocktail Reception

Friday, November 15

Day 2 is what sets The Summit apart! This day is designed to meet attendees exactly where they are, focusing on the areas that will make the biggest impact on their business and life.

Atticus’ Dominate Your Market® and Practice Growth Program® members will break into their specialized groups for a dedicated workday (Track 1). These sessions will cover an intensive curriculum, strategic planning, and goal setting for 2025, culminating in a robust implementation strategy to elevate their practices.

Meanwhile, all other attendees will unite for the transformative “Growth Strategies for a Great Practice and Great Life” session (Track 2). This is not just another seminar—it’s a powerful journey into the core of what makes a law practice truly exceptional. Through exercises focused on evaluating your firm’s current state, identifying high-impact opportunities, and embracing vulnerability, you’ll discover the keys to building a practice that thrives professionally and enriches you personally.

Embrace this opportunity to engage deeply, challenge yourself, and leave with a renewed vision and actionable plans to create the practice and life you’ve always aspired to achieve.

Track 1
Dominate Your Market® and Practice Growth Program®

8:30 am

Workday begins

9:00 am

Strategic Implementation One

10:00 am

Break

10:30 am

Strategic Implementation Two

12:00 pm

Lunch (provided)

1:00 pm

Brainstorming Sprints – Actionable Items from Day One Learnings

2:00 pm

Break

2:15 pm

Finishing the Year Strong & 2025 Planning

3:30 pm

Conclude the day
Track 2
Growth Strategies for a Great Practice and Great Life

Presented by Lori Pulvermacher, Practice Advisor

About The Presenter + -

Lori Pulvermacher is a Practice Advisor for Atticus, Inc., an organization dedicated to serving the legal profession by advancing business skills and optimizing law firm management. Through a mix of consulting, training, and advising, she supports attorneys who are brilliant practitioners in their pursuit of being great business professionals.

Lori has a well-rounded perspective and brings a unique mix of management, operations, marketing, sales, and client delivery experience and practical business development knowledge. Before Atticus, Lori worked at several notable organizations. At Lift Consulting she was a sales trainer and business consultant. She was the Director of Business Solutions at Law as A Business (LAB) where she pioneered the launch of this new division for ElderCounsel, LLC. She has held various roles at both ElderCounsel and WealthCounsel and has worked with attorneys for the past 20+ years.

Lori received her MBA from Edgewood College, Madison, Wisconsin, and holds undergraduate degrees in business, marketing, and management.

Lori is an active volunteer, a board member for multiple organizations, and a youth sports coach. She and her husband reside in Wisconsin with their two daughters on an organic, grass-fed beef hobby farm. When not supporting law firms, or running to her kids’ activities, you can find Lori gardening, boating, waterskiing, or playing softball.

8:30 am

Session begins- Kickoff

This session will help you to better understand the difference between working on your practice and in your practice. You’ll discover when you change hats from legal expert to business owner.

9:00 am

What is My Current Reality

In this session you’ll use a scorecard to compare your practice to small and solo law firm best practice. What is your current reality. You’ll uncover where you’re doing well and identify where you want to focus to grow your practice. You’ll learn the importance of how your mindset can empower you to grow your practice.

10:30 am

Break

11:00 am

Setting the Course to Achieve Your Dreams

What did you think your life would be like when you graduated from law school? Is your practice and your life the way you imagined? Does your dream seem impossible today? What is your “Why” and is it possible to achieve? It is possible! In this session, take the first steps on the journey of growing your practice and living a great life. Discover what the Atticus Practice Growth Formula is and how it will work for you.

12:15 pm

Lunch (provided)

1:15 pm

Getting Into the Nitty Gritty Details of Your Law Practice

You’ll work independently and in small groups to dig deep into many of the core elements of your practice including cashflow and profitability, time off, strategic delegation, business skills, marketing, taking time off, your health, your family commitments. Inside each of these topics you’ll think through where you’ve made progress over the last year, where you’re stuck and generate ideas for an action plan to put into place now.

3:00 pm

Break

3:30 pm

Creating Your Pathway to Grow Starting Today

You’ve generated so many ideas, in this session you’ll select your best ideas and create a growth map with actionable, achievable steps.

5:00 pm

Q&A with wrap-up

5:30 pm

Conclude the day

Day One   |   Day Two

Sponsorship Opportunities

Learn more about Sponsorship Opportunities here.
To secure your sponsorship at The Summit, click here for the application then email to summit@atticusadvantage.com.

Contact THE SUMMIT

Have questions? Want to speak with a SUMMIT Advisor? Send us an email and we’ll get back to you asap.