
The Only Conference for After Loss Professionals!Â
Le Méridien Atlanta Perimeter
111 Perimeter Center West
Atlanta, Georgia 30346
Hotel phone: 770-396-6800
Conference Schedule
Day 1: Wednesday, October 23 - Registration & Business Workshops
12:00pm - 5:00pm – Registration
Follow the signs to the Grand Salon on the first floor, Le Meridien Atlanta Perimeter

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.
12th floor lounge
6:30pm - 8:00pm
Dine Arounds
8:00pm
MOVIE NIGHT featuring an exclusive screening of "A Butterfly Has Been Released,"Â a documentary by Barry & Jason of TG Beyond
Witness a transformative journey in "A Butterfly Has Been Released," as hospice nurse Allyson shares her last 39 days, living and dying with brain cancer. With openness and authenticity, Allyson invites us to join her "living funeral," hear heartfelt reflections from loved ones, and take part in her natural, green burial.
At Le Meridien's Grand Salon
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, Hospice Doctor's Widow

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 FinancialÂ
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
Shuttles to Mutation Brewing leave at 5:45!
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
11:20am - 12:00pm
Closing Next steps/Certified After Loss Professional program overview