Meet The Experts Leading Each Session
Every speaker is here to help estate planning firms apply marketing that drives measurable growth.
Saima Omar
Fractional Content Marketing Lead
SO Content Marketing
A trained journalist and growth-focused content strategist, Saima has spent over a decade helping legal teams build revenue-driven content engines. She specialises in identifying profitable keywords, understanding Ideal Client Personas, and turning strategy into persuasive messaging. In a world saturated with content, she teaches estate planning firms how to position with clarity, and execute with discipline.She specialises in strategy-led SEO content, conversion-focused messaging, and creating repeatable content systems that work across blog, email, and social.
Speaking on: Content That Converts · How to Make Your Content Do 10x
Lisa Burline Roser
Marketing Leader
Lawyers With Purpose
Lisa leads marketing strategy and growth initiatives with a focus on building authority, improving conversion, and creating repeatable systems that support long-term firm growth. Lisa brings deep expertise in traditional media, broadcast strategy, and high-level marketing leadership for estate planning firms. She specialises in helping attorneys understand how television, radio, OTT, and earned media fit into the broader growth picture, not as isolated tactics, but as strategic authority-building tools. Lisa connects visibility with positioning, ensuring media exposure translates into measurable credibility and long-term firm growth. She’s known for making marketing feel doable, turning big ideas into practical changes firms can implement quickly.
Speaking on: Broadcast Media (TV/Radio/OTT + Earned Media) · How to Make Your Website Work for You
Clayton Arnold
Marketing Director
Lawyers With Purpose
Clayton focuses on performance marketing and growth strategy, helping firms understand what’s working, where leads truly come from, and how to improve results without wasting time or budget. He brings a data-informed, execution-first approach to marketing decisions.
Speaking on: How to Get Your Contacts Re-Engaged · Marketing Reporting & Finding Your Marketing Mix
Josh Purcell
Graphic Designer
Lawyers With Purpose Marketing
LWP Marketing supports marketing execution and delivery, helping firms get campaigns out the door quickly and correctly. This session is designed for teams who want a clean, workable email setup they can reuse for workshops, follow-up, and nurturing leads.
Speaking on: Marketing 101: Set Up Your Email Campaign in Under an Hour (Mailchimp)
Chelsea Foster
Senior Account Manager
Bambiz
Chelsea helps brands build real momentum on social media through clarity, consistency, and content that speaks to the right people. Her focus is helping teams choose the right platforms, create content that fits those platforms, and build a sustainable plan that doesn’t burn out the business.
Speaking on: Social Media: What Works Best for You + Reaching Your Ideal Client
Phil Miner
Subject Matter Expert & Kolbe Certified Consultant
Lawyers With Purpose
Phil focuses on growth through professional relationships, turning referral ecosystems into consistent, trackable opportunities. His session centres on building partnerships that compound over time (without relying on luck or sporadic networking).
Speaking on: Growing Your Firm With Professional Relationships: The Power of RMS
Briana Moriarty
Head of Revenue
Lawyers With Purpose
Briana helps firms run workshops that lead to action, strong attendance, clear offers, confident follow-up, and effective closing. Her session is designed to help teams convert workshop interest into booked appointments and signed engagements.
Speaking on: How to Close a Workshop, Excellence Converts: First Impressions for Lead Conversions
Michelle Fontanet
Director of Marketing and Professional Services Coordinator
The Deliberato Law Center
Michelle focuses on helping firms grow and retain clients through membership marketing, building ongoing relationships that extend beyond the initial engagement. Her approach centers on consistent communication, community involvement, and creating opportunities to educate clients over time. Her session is designed to help teams turn one-time clients into long-term relationships through structured, value-driven touch-points.
Speaking on: Maintenance Marketing: How to Grow Your Maintenance Groups
Secure Your Seat
July 23, 2026 – Virtual
9:00am–5:35pm EST