Find a Pro

The Only Conference for After Loss Professionals! 

Atlanta, Georgia

October 23-25, 2024

Location & Hotel
Schedule
FAQs
Sponsorship

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Don't miss our first-ever conference!


While registration is now closed for the PALS Summit 2024, we welcome you to join the networking reception Wednesday, October 23.

This in-person event will be held at the Le Meridien Atlanta Perimeter in Atlanta, Georgia October 23-25, 2024. The PALS Summit is designed specifically for professionals like you, providing a platform to connect, learn, and grow.

Who should attend?

  • PALS Members, graduates of the PALS Training Program, and Partners.
  • Practicing, aspiring, or curious after loss professionals.
  • Professionals in related fields such as professional organizers, senior advisors, senior move managers, death doulas, patient advocates, and more.
  • Anyone looking to elevate their expertise in after loss services or connect with the after loss community!

Networking

Professional
Development

Continuing
Education

Resources for
Your Clients

Thank you to our
2024 Summit Sponsors!

Platinum Sponsor

Silver  Sponsors

Bronze Sponsors

Location & Hotel

Le MĂ©ridien Atlanta Perimeter
111 Perimeter Center West
Atlanta, Georgia 30346
lemeridienatlantaperimeter.com

The 1st Annual PALS Summit will be held at the Le Méridien Atlanta Perimeter. Surrounded by long-standing dogwoods and lush greenery, our hotel in Atlanta, GA, offers a scenic retreat in Dunwoody, GA. Part of Perimeter Center, an Atlanta suburb, our boutique hotel is steps from local attractions like Perimeter Mall or travel anywhere in a 2-mile radius on our shuttle. To access downtown Atlanta in the north, take a 30-minute drive or board the MARTA system at Dunwoody Station. Find the best of both worlds at Le Méridien Atlanta Perimeter, your pastoral oasis near the big city.

Access Le MĂ©ridien Atlanta Perimeter from Hartsfield-Jackson Atlanta International Airport (ATL).

Book your room here

Conference Schedule

Wondering what to expect from the PALS Summit?

 

Day 1: Wednesday, October 23 - Registration & Business Workshops

12:00pm - 5:00pm - Registration

1:00pm - 1:50pm - The Operations Manual | Run Your Business Like a Badass with Alexis Boccanfuso, CDMM, CPO, CPC, Owner/Founder of Clutterphobe and C|P Daily Money Management

2:00pm - 2:50pm - Breaking the Mold: Social Media Strategies for Compassionate Connections with Tamay Shannon, Social Media Strategist at W2S Marketing

3:00pm - 3:50pm - Optimizing Financial Performance with Katlin Pendleton, Owner/Fractional CFO at KP Financial Consulting

4:00pm - 4:50pm - How to Build a Killer Brand with Liz (Eddy) Scully, Communications Lead at Kite + String

5:00pm - 6:30pm - Welcome Reception with Special Guest Matt Paxton, author of Keep the Memories, Lose the Stuff

6:30pm - 8:00pm - Dine Arounds

8:00pm - MOVIE NIGHT featuring an exclusive screening of "A Butterfly Has Been Released," a documentary by Barry & Jason of TG Beyond

Day 2: Thursday, October 24 - Keynote, Learning Sessions & Panel

7:30am - 8:20am - Breakfast

8:20am - 9:40am - Welcome and Keynote Session with Shane Phillips, Founder & Creator of First Steps, LLC

9:40am - 10:00am - Networking, Exhibits and Coffee Break

10:00am - 10:50am - Expressing Value and Pricing of After Loss Services with John Ray, author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices

11:00 am - 11:50am - Caregiver to After Loss Client: What 80% of Your Clients Have Been Through with Jennifer O’Brien, Author. Artist. Collaborator. Speaker. at Hospicedoctorswidow.com

12:00pm - 1:00pm - Lunch & Learning Session The (Data-Driven) Case for the After Loss Professional with Jasmine Hathaway, Co-founder of PALS

1:00pm - 1:20pm - LIVE Demo of Trustworthy's Family Operating System® with CEO & Co-founder, Nathaniel Robinson

1:20pm - 2:30pm - Building Your Dream Team Pro/Expert Panel with Ansley Armagost, JD, of Bequest Law, Amy Nadler of Camellia Tax Advisors and Charlotte Geletka, CFP® CRPC, of Silver Penny  Financial 

2:30pm - 2:50pm - Networking, Exhibits and Coffee Break

2:50pm - 3:30pm - Working Smarter, Not Harder: Technology Interactive Session with Jasmine Hathaway and Rachel Donnelly, co-founders of PALS

3:40pm - 4:30pm - Financial Exploitation: Frauds and Scams Targeting Older Adults with Andre Lingham, President/Founder at Center for Elder Justice and Education, Inc.

4:30pm - 5:30pm - Networking, Exhibits and Break

6:00pm - 8:00pm - Dinner & Death Trivia Night hosted by Barry Koch and Jason Zamer of TG Beyond

Day 3: Friday, October 25 - Learning Sessions, Panel and Closing

7:00am - 8:00am - Breakfast

8:00am - 8:50am - Estate Planning of Things: Leave a Legacy, Not a Dumpster Fire with Heather Nickerson, Co-founder & CEO of Artifcts

9:00am - 10:10am - Referral Partners Panel with Kaye Ginsberg of Peace of Mind Transitions, Jana Eplan of Senior Living Solutions of Atlanta and Michelle Allen, LCSW, C-ASWCM, of Aging Life Care of Atlanta

10:10am - 10:30am - Networking, Exhibits and Coffee Break

10:30am - 11:20am - Stand Out as an After Loss Professional: Mastering Trauma-Informed Care with Ashley Jones, Founder & Executive Director of Momento Foundation

11:30am - 12:00pm - Closing Next steps/Certified After Loss Professional program overview

MEMBERS ONLY

$525

  • PALS Members save more on registration!
  • Expand your knowledge and grow your expertise
  • Improve your after loss services
  • Network with peers, mentors, and industry leaders
SOLD OUT

Non-Members

$599

  • Explore becoming an after loss professional or adding a service line to your existing business
  • Connect with practicing after loss professionals from across the country 
  • Build your network and your knowledge!
SOLD OUT

Speakers + Panelists

Keynote Speaker:
Shane Phillips

Shane Phillips brings nearly three decades of experience in financial services alongside over twenty years dedicated to community service in grief care. His unique perspective on financial issues intertwined with death is rooted deeply in personal experience. At just 16, Shane faced the devastating loss of his parents and sister in a plane crash. With no life insurance, no estate plan, and the burden of significant debt left behind, he navigated through these immense challenges from a young age. Shane’s keynote address promises not only to inspire but also to enlighten, as he shares insights from his profound personal and professional journey.

Alexis Boccanfuso, CDMM, CPO

Business Workshop: The Operations Manual

Tamay Shannon

Business Workshop: Social Media Strategies

Katlin Pendleton, MBA, CPA

Business Workshop: Optimizing Fin. Performance

Liz Eddy Scully

Business Workshop: How to Build a Killer Brand

John Ray

Expressing Value and Pricing of After Loss Services

Jennifer O’Brien

Caregiver to After Loss Client

Jasmine Hathaway

The Case for the After Loss Professional

Charlotte Geletka, CFP®

Building Your Dream Team Pro/Expert Panel

Ansley Armagost, JD

Building Your Dream Team Pro/Expert Panel

Andre Lingham

Frauds and Scams Targeting Older Adults

Heather Nickerson

Estate Planning of Things

Ashley Jones

Mastering Trauma-Informed Care

Michelle Allen, LCSW, C-ASWCM

Referral Partners Panel - Geriatric Care Manager

Jana Eplan

Referral Partners Panel - Senior Living Advisor

Kaye Ginsberg, SMM-C

Referral Partners Panel - Senior Move Manager

Special Guests

Matt Paxton

Welcome Reception Special Guest

Author of Keep the Memories, Lose the Stuff

Barry Koch

Death Trivia Co-Host

Co-Founder, TG Beyond

Jason Zamer

Death Trivia Co-Host

Co-Founder, TG Beyond

Thank you to our 2024 Summit Sponsors! We're so glad we're PALS.

#PALSSUMMIT