ATTORNEY & GENERAL MANAGER OF PERSONAL INJURY

As our general manager of personal injury, Jon Smith has his fingerprints on every one of our 100,000+ annual personal injury cases. He has the pulse on our 1,000 attorneys, whether they're down the hall or across the country. The procedures he instituted throughout the case process give our attorneys and case staff the tools, resources and support they need to fight for maximum compensation for every client. 

In this masterclass, Jon will provide a step-by-step breakdown to craft a vision, deploy a case operations strategy, and monitor its success. These practical lessons for winning apply whether you’re a solo practitioner, managing partner, or attorney at a firm of any size.

 VICE PRESIDENT OF CALL CENTER OPERATIONS 

With over 20 years of client experience success, Angie serves as the proud leader of the Case Control Center (CCC) at Morgan and Morgan, oversees strategy development, operational build-out, and the management of over 1,500 employees across 11 departments, including a remote workforce and vendor partnerships, ensuring seamless operations 24/7/365.

In this crash course, Angie will share the strategies she developed to rocket launch cases from initial contact. She will cover creating case criteria, spotting high-value cases, cross-screening for additional cases and victims and case assignment - attorney matchmaking for success. 

TRIAL ATTORNEY, MANAGING PARTNER OF NASHVILLE, TN & BOWLING GREEN, KY, LEAD OF TRUCKING DIVISION

Kelli Lester is a trial attorney with a tremendous record of successful seven- and eight-figure recoveries. What is lesser known is her legacy as an extraordinary leader, pivotal in building out our Tennessee and Kentucky offices. Most recently, she was promoted to head the Morgan & Morgan trucking division, responsible for high-value commercial cases nationwide. 

Kelli will tackle the pre-suit stage, covering how she trains her teams of attorneys and case staff to set up a winning case from the start. She will explore timelines and workflows, life care plans, futures and demands, cost projections and more - all the little details that make a big impact to the bottom line.

MANAGING PARTNER & TRIAL ATTORNEY, MORGAN & MORGAN

From a $47.5 million verdict for a motorcyclist in a truck collision to an $8 million verdict for a woman injured by a drunk driver, Matt Morgan, the lead of Morgan & Morgan’s personal injury division, has achieved headline-making results.

Behind closed doors, he is also a masterful negotiator, often securing eight-figure settlements for his clients. Utilizing specialized training from Harvard Law School’s Program on Negotiation and honed over thousands of cases, Matt has married innovative techniques and deep experience to secure over $100 million in recoveries.

Matt will share his strategic tactics to help navigate any negotiation. By applying these insights from his extensive expertise, you can be better prepared for any litigation scenario.

FACILITATED BY DAN MORGAN

Join us for an insightful roundtable discussion on the future of law firms. This session will explore the latest technological tools, strategic tips, and innovative marketing tactics that are reshaping the legal landscape.

It will cover a wide array of topics, from cutting-edge marketing techniques to managing banking fees effectively. This roundtable is designed for legal professionals eager to stay ahead of the curve and adapt to the rapidly evolving legal industry.