AAJ Boss Summit
The Limelight Hotel – Denver, October 19-21, 2025
Announcing the AAJ Firm BOSS Summit. The BOSS Summit is designed for those involved in business operations, supervision, and strategy within their firms. It will feature keynote speakers from outside our industry addressing how to excel in workforce management and new horizons in technology. The focus will be on futuristic planning and the exchange of best legal sector practices to help your firm perform and maximize efficiencies and revenues. The two- day summit will combine keynotes and breakout sessions where members can meet in small groups and exchange ideas, templates, and business plans.
NOTE SCHEDULE IS SUBJECT TO CHANGE WITHOUT NOTICE.
**All times are Mountain Time**
| Sunday, October 19, 2025 |
| 3:00 – 5:00 PM |
Registration |
| 5:00 – 7:00 PM |
Welcome Reception |
| Monday, October 20, 2025 |
| 8:00 AM – 3:00 PM | Registration |
| 8:00 AM – 9:00 AM | Networking Breakfast |
| 9:00 AM - 9:15 AM | BOSS Program Roadmap: Welcome & Introduction (Cheryl Pope) |
| 9:15- 10:15 AM | Opening Keynote: Profit Is the Point – How to Run a Smarter PI Firm (Brooke Lively) |
| 10:15– 11:00 AM | Implementing AI in Your Firm (Michael McCready) |
| 11:00 – 11:15 AM | Networking Break with Tabletop Exhibits |
| 11:15 AM – 12:15 PM | Breakout Sessions: Funding & Firm Financials |
| 12:15 – 1:30 PM | Networking Lunch |
| 1:30 - 2:30 PM | Breakout #2: What’s in Your Tech Stack: Technology Tools, AI, and Cyber Security Safeguards |
| 2:30 – 2:45 PM | Networking Break with Tabletop Exhibits |
| 2:45 - 3:45 PM | Firm Financials and Internal Controls - Ethics Credit (Tom D’Amore) |
| 3:45 – 4:45 PM | Breakout #3: Hiring & Retention and Developing Firm Culture |
| 4:45 – 5:30 PM | Putting it All Together: How to Implement Lessons Learned on Day 1 |
| 5:30 - 6:30 PM | Networking Reception |
| Tuesday, October 21, 2025 |
| 8:00 AM – 12 PM | Registration |
| 8:00 - 9:00 AM | Networking Breakfast |
| 9:00 – 10:30 AM | Get a Grip on Your Business with EOS (Chris Hallberg) |
| 10:30 – 11:00 AM | Networking Break with Tabletop Exhibits |
| 11:00 AM – 12:00 PM | Breakout #4: Lifecycle of a Firm – Startup, Midcareer & Succession Planning |
| 12:00 – 1:15 PM | Keynote Lunch – Reset Resilience: Understanding Anxiety in the Digital Age and How to Respond to It (Nina Schroeder) |
| 1:30 – 2:00 PM | Marketing Your Firm Through Non-Traditional Channels (Kimberly Perkins) |
| 2:00 - 3:00 P.M | Bringing BOSS Home: Key Program Takeaways and Checklist Creation |
| 3:00 PM | Adjourn |
Breakouts that attendees will cycle through: Funding/Financials, Hiring & Retention, Lifecycle of a Firm, Tech Stack (AI/Cybersecurity/Ethics and policies)