Counting Down Until We're Together!

Don't miss our first-ever conference!

While registration is now closed for the PALS Summit 2024, we welcome you to join the networking reception Wednesday, October 23.

This in-person event will be held at the Le Meridien Atlanta Perimeter in Atlanta, Georgia October 23-25, 2024. The PALS Summit is designed specifically for professionals like you, providing a platform to connect, learn, and grow.

Who should attend?

• PALS Members, graduates of the PALS Training Program, and Partners.
• Practicing, aspiring, or curious after loss professionals.
• Professionals in related fields such as professional organizers, senior advisors, senior move managers, death doulas, patient advocates, and more.
• Anyone looking to elevate their expertise in after loss services or connect with the after loss community!
  
  

Location & Hotel

Le Méridien Atlanta Perimeter
111 Perimeter Center West
Atlanta, Georgia 30346
lemeridienatlantaperimeter.com

The 1st Annual PALS Summit will be held at the Le Méridien Atlanta Perimeter. Surrounded by long-standing dogwoods and lush greenery, our hotel in Atlanta, GA, offers a scenic retreat in Dunwoody, GA. Part of Perimeter Center, an Atlanta suburb, our boutique hotel is steps from local attractions like Perimeter Mall or travel anywhere in a 2-mile radius on our shuttle. To access downtown Atlanta in the north, take a 30-minute drive or board the MARTA system at Dunwoody Station. Find the best of both worlds at Le Méridien Atlanta Perimeter, your pastoral oasis near the big city.

Access Le Méridien Atlanta Perimeter from Hartsfield-Jackson Atlanta International Airport (ATL).

Conference Schedule

Wondering what to expect from the PALS Summit?

Day 1: Wednesday, October 23 - Registration & Business Workshops

12:00pm - 5:00pm - Registration

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

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

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, Author. Artist. Collaborator. Speaker. at Hospicedoctorswidow.com

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  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

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

11:30am - 12:00pm - Closing Next steps/Certified After Loss Professional program overview