About this Event
On November 17th, Brandon J. Broderick and Pond Lehocky, with sponsorship from CaseXchange, will bring together professionals from across the country for the first-ever referrals-only conference.
While referral partnerships have always been an important part of business development and growth, there has never been a conference dedicated exclusively to referrals from a national perspective. That's about to change.
This event will create an opportunity to discuss what is working across markets, identify emerging referral trends, and connect with professionals who understand the value of building strong referral relationships.
Whether you regularly receive referrals, send referrals, or are looking to strengthen your referral network, this conference will offer valuable insights and connections.
Agenda
🕑: 08:00 AM - 09:00 AM
Registration & Breakfast
🕑: 09:00 AM - 09:15 AM
Welcome Remarks
🕑: 09:15 AM - 09:35 AM
Inbound Referrals: Best Practices
🕑: 09:35 AM - 09:55 AM
Outbound Referrals: Best Practices
🕑: 09:55 AM - 10:15 AM
Intake: Building a Referral-Ready Intake
🕑: 10:15 AM - 10:30 AM
Coffee Break & Networking
🕑: 10:30 AM - 10:50 AM
Technology: Tools for Efficient Referrals
🕑: 10:50 AM - 11:20 AM
Compliance: Joint Responsibility v. Pure Referrals
🕑: 11:20 AM - 11:50 PM
Referrals Panel: What We’ve Learned Along the Way
🕑: 11:50 AM - 12:00 PM
Closing Remarks
🕑: 12:00 PM - 01:30 PM
Networking Cocktail Reception
Event venue & nearby stays
Liberty House Wedding & Event Venue, 76 Audrey Zapp Drive, Jersey City, United States
Concerts, fests, parties, meetups — all the happenings, one place.