Find a Pro

The Only Conference for After Loss Professionals! 

Le Méridien Atlanta Perimeter
111 Perimeter Center West
Atlanta, Georgia 30346

Hotel phone: 770-396-6800

DAY 1 - OCTOBER 23
DAY 2 - OCTOBER 24
DAY 3- OCTOBER 25
FAQs

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

Session Handout


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

Session Handout


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," 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

Get the data


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

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

FAQs

Speakers + Panelists

Thank you to our
2024 Summit Sponsors!

Platinum Sponsor

Silver  Sponsors

Bronze Sponsors

Thank you for attending the 2024 PALS Summit! We're so glad we're PALS.

#PALSSummit2024