Strategy Summit 2024

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A Marketing, Business Development & Innovation Conference for Legal Professionals

Mark your calendars for September 12-13, 2024, when the North Carolina Advocates for Justice will host Strategy Summit 2024 at the Durham Convention Center. It will be a two day extravaganza of innovative ideas for legal professionals across the spectrum of practice and firm roles.

Continuing Legal Education Credit pending approval: 4.5 hours total including 0.75 ethics; Certified Legal Manager Credit approved for 5.15 hours

Join Us for Strategy Summit!

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8:15 am – 8:55 am

Registration & Check In

Durham Convention Center Hallway

A full breakfast buffet is included for all attendees, speakers and sponsors. Come hungry!

9 am – 9:30 am

Working on Your Law Firm vs. In Your Law Firm

Grand Ballroom

In this opening session, Ken Hardison will speak to the definition and difference between working on your law firm versus working in your law firm. He will share the benefits of working on your law firm and the challenges of working in it. In addition, Ken will give case studies on other lawyers who have had tremendous growth by working on their firm and share how any firm can make this transition.

9:30 am – 10:15 am

How to Build a Successful Law Practice

Grand Ballroom

Bryson will discuss the key concepts that have enabled him to help build one of the largest and most successful plaintiffs’ firms in the country. He will highlight the key foundational steps that are needed to build a successful legal career and law firm, including how to deal with defense counsel, how to successfully resolve cases, and how to build both a profitable and ethical law firm. The Milberg firm consists of more than 100 lawyers in the United States, with international offices in London and Amsterdam. Bryson has negotiated hundreds of millions of dollars in settlements and has tried numerous highly-complex cases to verdict.

10:15 am – 10:45 am

Break

Foyer

Join us for mid-morning refreshments and a chance to meet some of our exhibitors.

10:45 am – 11:30 am

Effective Ethical Marketing That Actually Works

Grand Ballroom

Learn what educational-based marketing is, why it works and what types of clients it attracts when it is also ethical. Hardison will go into detail about actual marketing tactics in this regard and how to effectively use these tactics to get more referrals and turn new leads into new clients.

11:30 am – 12:15 pm

The Dos & Don’ts of Digital Marketing

Grand Ballroom

In an era of rapid digital transformation, it’s crucial for law firms to stay ahead of the curve. This presentation will equip you with the essential knowledge to navigate and leverage significant changes in the online marketing landscape. We’ll delve into the new LSA leads disputing process and its implications, provide strategic guidance on managing the potential impacts of TikTok’s uncertain future in the US and explore innovative approaches to maintaining robust marketing campaigns as Google phases out third-party cookies. Attendees will leave with actionable insights to future-proof their marketing efforts and maintain a competitive edge.

12:15 pm – 1:30 pm

Lunch Break

Durham Convention Center Hallway

1:30 pm – 2 pm

Grassroots Marketing That Gets You Intakes

Grand Ballroom

In the digital age, “grassroots” marketing has been forgotten. We assume if an intake needs us, they’ll Google us. While that’s true, what are you doing to ensure that intakes are familiar with your firm before they need you? In this session, Cassidy Lewis will discuss the strategies that helped make Cooper Hurley Injury Lawyers a household name in the Hampton Roads community.

2 pm – 2:30 pm

How to Double Your Case Signups without Spending More Money

Grand Ballroom

Ben Leader is a Managing Partner of the Elrod Pope Accident & Injury Attorneys. He oversees the firm’s Marketing and Intake Departments in addition to handling all types of personal injury cases throughout the Carolinas. Since stepping into a Managing Partner Role in 2021, Ben’s firm has experienced explosive growth and has seen more than a 200% increase in new clients. Ben will discuss the critical and often underappreciated role an efficient intake process has in growing a law firm. This session aims to share key strategies and takeaways that will enable attendees to optimize and refine their firm’s intake processes to ultimately sign more new clients without incurring additional marketing expenditures.

2:30 pm – 3 pm

Three Strategies to Grow Your Law Firm

Grand Ballroom

Nick will share actionable strategies for growing a law firm, focusing on three key areas: people and culture, marketing and management with KPIs. He will delve into practical methods for fostering a strong firm culture and attracting top talent, crafting effective marketing strategies to enhance visibility and client acquisition, and implementing robust management practices and key performance indicators to drive efficiency and profitability. Attendees will gain insights on creating a thriving work environment, optimizing their marketing efforts, and leveraging data to make informed business decisions. This session aims to provide concrete tools and techniques that any law firm can adopt to achieve sustainable growth and long-term success.

3 pm – 3:30 pm

Afternoon Break

Foyer

Join us alongside our exhibitors for light refreshments.

3:30 pm – 4:30 pm

Managing Your Firm with Data and Your Staff with KPIs

Grand Ballroom

Various data points, including key performance indicators (KPIs), are powerful tools that both allow a firm to manage costs and initiatives, as well as your staff so that all align firm goals and initiatives. KPIs are measurable values that demonstrate how effectively individuals and teams are achieving key business objectives. By identifying the most relevant KPIs for each role, managers can set targets and track progress, ensuring employees understand what is expected of them and how their contributions impact the overall success of the organization. Learn how KPIs not only promote accountability and transparency but also provide valuable insights into areas for improvement, enabling managers to offer targeted coaching and support to their staff.

4:30 pm – 6 pm

Adjourn & Free Time

Downtown Durham

Enjoy a walk to a number of restaurants, breweries, ice cream shops or stores downtown, or take a quick recharge as the fun continues later this evening at the Durham Bulls Athletic Park.

6 pm – 9 pm

Durham Bulls vs. Norfolk Tides

Party Deck at Durham Bulls Athletic Park
Sponsored by

Sponsored by PILMMA

Join Us for Strategy Summit.

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Frequently Asked Questions

How many hours of continuing legal education (CLE) credit are included in this program? +

This program provides 4.5 total hours of CLE, including 0.75 hours for ethics. Credit is approved pending the NC State Bar and will be submitted automatically upon attendance.

A detailed listing of sessions and corresponding CLE credit value is listed below. If no credit value is listed beneath a session, that session does not qualify for CLE credit.

Day 1 | Thursday, Sept. 12

  • 9 a.m. – 9:30 a.m. | Working on Your Law Firm vs. Working in your Law Firm | Ken Hardison
    • CLE Credit: 0.5 hr
  • 9:30 – 10:15 a.m. | How to Build a Successful Law Practice | Dan Bryson
    • CLE Credit: 0.75 hr
  • 10:45 – 11:30 a.m. | Effective Ethical Marketing that Actually Works | Ken Hardison
  • 11:30 a.m. – 12:15 p.m. | The Dos and Don’ts of Digital Marketing | Tanner Jones
  • 1:30 – 2 p.m. | Grassroots Marketing That Gets You Intakes | Cassidy Lewis
  • 2 – 2: 30 p.m. | How to Double Your Case Signups without Spending More Money | Ben Leader
    • CLE Credit: 0.5 hr
  • 3:30 – 4:30 p.m. | Managing Your Firm with Data and Your Staff with KPIs | Eric Sanchez

Day 2 – Friday, Sept. 13

  • 9 – 9:15 a.m. | The Importance of AI In the Future of Your Firm | Ken Hardison
    • CLE Credit: 0.25 hr
  • 9:15 – 10 a.m. | Leveraging AI to Market Your Law Firm | Gracie Howes
    • CLE Credit: 0.75 hr
  • 10 – 10:45 a.m. | Hiring & Effectively Managing Remote Staff | Nick Mendez
    • CLE Credit: 0.5 hr
  • 10:45 – 11:30 a.m.| Building a Responsible AI Management Framework for Your Law Firm
    | Angela Doughty

    • CLE Credit: 0.75 hr Ethics
  • 11:30 a.m. | How to Implement What You’ve Learned to Get More Cases, More Profits & More Freedom | Ken Hardison
    • CLE Credit: 0.5 hr

How many hours of certified legal manager (CLM) credit are included in this program? +

This program provides 5.15 total hours of CLM credit approved by the Association of Legal Administrators. CLM credit is self-reported, and attendees should keep records to submit credit individually.

Please note that the minimum-allowed credit for a session is one hour, so sessions on similar topics have been combined to provide full CLM credit.

A detailed listing of sessions and corresponding CLM credit value is listed below. If no credit value is listed beneath a session, that session does not qualify for CLM credit.

Day 1 | Thursday, Sept. 12

  • 9 a.m. – 9:30 a.m. | Working on Your Law Firm vs. Working in your Law Firm | Ken Hardison
  • 9:30 – 10:15 a.m. | How to Build a Successful Law Practice | Dan Bryson
    • CLM Application Credit: 1.15 hour(s) of  Organizational Development
    • CLM Application Credit for Functional Specialists: 1.15 hour(s) in the subject area of  Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
    • CLM Recertification Credit: 1.15 hour(s) in the subject area of Legal Industry/ Business Management (LI)
  • 10:45 – 11:30 a.m. | Effective Ethical Marketing that Actually Works | Ken Hardison
  • 11:30 a.m. – 12:15 p.m. | The Dos and Don’ts of Digital Marketing | Tanner Jones
  • 1:30 – 2 p.m. | Grassroots Marketing That Gets You Intakes | Cassidy Lewis
    • CLM Application Credit: 2 hour(s) of  Organizational Development
    • CLM Application Credit for Functional Specialists: 2 hour(s) in the subject area of  Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
    • CLM Recertification Credit: 2 hour(s) in the subject area of Legal Industry/ Business Management (LI)
  • 2 – 2: 30 p.m. | How to Double Your Case Signups without Spending More Money | Ben Leader
  • 3:30 – 4:30 p.m. | Managing Your Firm with Data and Your Staff with KPIs | Eric Sanchez
    • CLM Application Credit: 1 hour(s) of Organizational Development
    • CLM Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management  (HR)  towards the additional hours required of some Functional Specialists to fulfill the CLM application.
    • CLM Recertification Credit: 1 hour(s)  in the subject area of Human Resources Management  (HR)

Day 2 – Friday, Sept. 13

  • 9 – 9:15 a.m. | The Importance of AI In the Future of Your Firm | Ken Hardison
  • 9:15 – 10 a.m. | Leveraging AI to Market Your Law Firm | Gracie Howes
    • CLM Application Credit: 1 hour(s) of Information Technology
    • CLM Application Credit for Functional Specialists: 1 hour(s) in the subject area of  Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
    • CLM Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI)

Book Your Room at the Durham Marriott City Center

NCAJ has secured a room block for Strategy Summit attendees at the Durham Marriott City Center for the night of Thursday, September 12.

The block rate expired Aug. 30, but rooms are still available.

To book directly, please call Poorva Soni at 919.768.6058 or email her at psoni@shanercorp.com. Refer to the Strategy Summit Sept. 12 – 13.

Book Your Room Now

Strategy Summit Marquee Sponsors

Strategy Summit Preferred Partner Sponsors

DIAMOND PREFERRED PARTNERS | $50,000 ANNUAL INVESTMENT


SAPPHIRE PREFERRED PARTNER | $40,000 ANNUAL INVESTMENT

SILVER PREFERRED PARTNERS | $10,000 ANNUAL INVESTMENT

Strategy Summit Exhibiting Sponsors

Interested in Joining Us as a Sponsor or Exhibitor?

SPONSOR | $5,000 Investment +

  • Six-foot table with power and tablecloth in exhibit hall
  • TWO representatives per booth — additional representatives are welcome at $150 per person
  • TWO tickets to all Strategy Summit social events
  • Company logo/link/description featured prominently on Strategy Summit custom website
  • Company logo and link prominently featured on all Strategy Summit emails, signage and slides
  • Thank you posts throughout the weekend on social media across NCAJ branded channels

Contact Hallie Kennedy for more details or to secure your spot.

EXHIBITOR | $3500 Investment +

  • PREMIUM business speaking opportunity (2-3 minutes)
  • Six-foot table with power and tablecloth in exhibit hall
  • TWO representatives per booth — additional representatives are welcome at $150 per person
  • TWO tickets to all Strategy Summit social events
  • Company logo/link/description featured prominently on Strategy Summit custom website

Contact Hallie Kennedy for more details or to secure your spot.

Learn More About Sponsor & Exhibitor Opportunities

Download our PDF of options for sponsors and exhibitors and connect with Hallie Kennedy for more details on opportunities for you, your business or your law firm at Strategy Summit 2024.

Download the PDF