Statements of Purpose, Vision, Mission, Goals, and Diversity

Our Purpose

is to build business relationships, share ideas, and create the foundation for professional referrals.

Our Vision

is a dynamic, high-level, ethical, and productive group of Attorneys having an open discussion. Each attendee will leave the meeting with at least one great idea, an invitation to a new group or event, or an introduction to at least one new prospective client or professional referral source.

Our Mission

is to purposefully share information about ourselves as people, business goals, best practices for business growth, and help each other make connections.

Our Goal

is to have attendees invite trusted and respected attorneys they know in order to grow the group organically and expand the referral network.

Our Diversity

means we have a multifaceted group of attorneys in a variety of categories. The diversity of ideas, practice areas, and experiences makes the group dynamic and conversations more engaging.

Meeting Format/Agenda:

  • 1. Introductions including the strengths of each attendee as related to the monthly topic.
  • 2. Challenges, cautionary tales, mistakes, roadblocks, wasted time and money, and concerns that are related to the monthly topic.
  • 3. Recommendations, advice, and action planning for more success as related to the monthly topic.
  • 4. Review and plan to help each other with introductions and one-on-one meetings.

Discussion Topics, Themes, and Agendas for ERT meetings:

  • January - Goal Setting, Business Planning, Work Life Balance, and Succession Planning
  • February - Organization Tools, Tracking Activity and Results, and CRM Software
  • March - Relationship Development with Professionals. Generating Referrals from Professionals to New Prospective Clients
  • April - Relationship Development with Clients. Generating Referrals from Clients to New Prospective Clients
  • May - Leveraging Groups, Organizations, and Speaking Engagements
  • June - Effective Communication, Public Speaking, and Networking
  • July - Attracting and Retaining Talent, Standard Operating Procedures (SOPs), and Delegation
  • August - Business Development and Sales, Closing the Deal, New Products/Services, and Cross Selling
  • September - Productivity gains from Technology, Data, Artificial Intelligence, and Internet
  • October - Marketing, Public Relations, Branding, and Advertising
  • November - Pricing, Value Billing, and Fee Structure Optimization
  • December - Annual Review and Future-Proofing the Practice

Practice Area Categories include, but are not limited to

  • - Corporate, M&A, Transactional, Business Law
  • - Commercial Litigation Law
  • - Business Tax Law
  • - Estate Planning, Asset Protection, Tax Planning Law
  • - Labor & Employment Law (Employer Side)
  • - Bankruptcy Law
  • - Insurance Defense Law
  • - Real Estate Law and Title
  • - White Collar Criminal Defense Law
  • - Healthcare Law
  • - Business Immigration Law
  • - Intellectual Property Law
  • - Construction Law
  • - Tax Controversy and IRS Law
  • - ADR, Arbitration, Mediation
  • - Appellate and Litigation Support Law
  • - Aviation, Admiralty & Maritime Law
  • - Environmental, Zoning, & Land Use Law
  • - Franchise Law
  • - Securities, FINRA Law
  • - Personal Injury Law
  • - Elder Law
  • - Family Law
  • - Labor & Employment Law (Employee Side)
  • - Workers Compensation Law (Employee Side)

The Moderator

The sessions are actively led by a professional moderator with experience successfully leading over 3,500 professional events. Moderated events include Figure Eight Corporate Dealmakers Roundtable, Figure Eight Real Estate Dealmakers Roundtable, Shark Tank Style Events, Saturday Speaker Series, Attorney Rainmakers Roundtable, Practice Management Roundtable, JD Networking Group, Retirement Plan Forum, Attracting and Retaining Employee Roundtable, Zoom Introducing Professionals (ZIP) meetings, CLE and CE events, Trusted Professional Advisor, and CEO or CFO Roundtables. The moderator's role is to minimize wasted time, maintain the quality control of the conversation, and keep the focus on generating actionable ideas and important introductions.