2026 Executive Experience Agenda

11:00 a.m.–4:30 p.m.

Golf Shotgun Tournament

Separate registration is required for golf. More details coming soon.

Location: Ponte Vedra Inn and Club Ocean Course

12:00–4:00 p.m.

Optional Activities

More details coming soon.

1:00–6:30 p.m.

Registration Desk Open

5:00–6:30 p.m.

Informal Welcome Reception

Meet up with your fellow Executive Experience attendees and NCBA staff for happy hour.

7:15 a.m.–6:00 p.m.

Registration Desk Open

8:00–10:00 a.m.

Pickleball Tournament

Come out and join the fun! All levels of experience are welcome.

Separate registration is required for this event and space is limited. More details coming soon.

11:30 a.m.–12:45 p.m.

Optional Roundtables

Roundtables are only available to creditors rights law firm attendees. There is no additional cost for these pre-event Roundtables.

12:30–1:30 p.m.

Welcome Networking Lunch

1:30–2:30 p.m.

Opening Session

More details coming soon.

2:30–3:30 p.m.

Beyond Payroll: Managing the Hidden Costs of High-Volume Collections

For law firms practicing creditors rights, payroll is the undisputed king of the budget. But focusing solely on salaries can blind partners to the many other expenses that quietly chip away at profitability. From unmanaged contract renewals, to rising compliance obligations, vendor fees, and litigation costs, the true financial health of a firm is often determined by how effectively these “hidden costs” are managed.

This panel will pull back the curtain on the top non-payroll expenses that make-or-break profitability in a legal collections practice. The panel will dive deep into operations, finance, compliance, and technology expenses. We will share strategies for negotiating smarter vendor contracts, implementing strategies to stay on top of recurring expenses, and balancing offshoring or outsourcing with quality and compliance expectations. Smaller firm insights will also be included, offering a range of perspectives on managing costs across different firm sizes.

Attendees will walk away with actionable strategies to evaluate investments in automation and technology, streamline compliance and audit preparation, optimize litigation spend, and control essential services like banking, payment processing, and specialized vendor support.

For partners and senior attorneys charged with steering their firms’ finances, this session offers a candid look at where money is lost and how to redirect it to fuel long-term resilience.

3:45–5:00 p.m.

Roundtables

Roundtables are only available to creditors rights law firm attendees.

5:00–6:30 p.m.

Networking Reception

7:30–8:30 a.m.

Yoga

8:30–9:15 a.m.

Breakfast Buffet

9:15–10:15 a.m.

AI 101 for Law Firms: From Fundamentals to Workflow Innovation

Designed for legal professionals navigating the evolving AI landscape, this session begins with a structured, visual introduction to core AI concepts, as they apply to law firm operations. Scott & Associates will share their journey building custom workflow AI from the ground up, offering insights into the challenges and opportunities of early-stage development in the legal sector. The session concludes with an engaging Q&A featuring Michael and Scott, inviting audience participation and discussion around real-world applications and future possibilities.

Speaker: Michael Scott, Scott & Associates, PC

Moderator: Scott Morris, Tromberg, Miller, Morris & Partners, PLLC

10:15–10:45 a.m.

Networking Break

10:45 a.m.–12:00 p.m.

Educational Programming

More details coming soon.

12:15–1:30 p.m.

Working Lunch and Roundtables 

Roundtables are only available to creditors rights law firm attendees.

1:30–2:30 p.m.

Educational Programming

2:30–3:00 p.m.

Networking Break

2:45–4:00 p.m.

Workshop: Succession Planning—It Doesn’t Start When You Are Ready to Retire

You spent your working life thoughtfully building a profitable practice. How you exit is just as important as how you entered. Questions abound: What should your 1-, or 3-, or 5-year exit plan look like? Do you have successors?

Daniel Struna from Atticus is back this year to host a workshop to help you develop a strategy for a well-planned, successful exit. From preparing your firm for transitions and how to add value along the way, to setting expectations for the highest valuation and weighing your options, this workshop will help your firm plan for a successful transition and you will leave with actionable insights.

Facilitator: Daniel Struna, Atticus

3:00–5:30 p.m.

Optional Activities

4:00–5:15 p.m.

Valuation Bootcamp: Unlocking the True Value of Your Law Firm

Whether you’re preparing for succession, bringing on new partners, or simply seeking to understand your firm’s worth, valuation is a critical part of long-term success. In this interactive workshop, we will demystify the complex process of assessing law firm value, at the firm level, at the individual partner level and everything in between.

Participants will gain insight into the drivers that enhance value and the detractors that diminish it, with real-world examples tailored to the legal collections industry. The session will explore how financial performance, client diversification, and practice mix affect valuation outcomes, as well as how deal structures, such as earn-outs, seller notes, and retained equity play into succession and sales scenarios.

Attendees will learn how valuation considerations differ based on the role a partner plays, where the partner is in their career arc, and more. From balancing short-term payouts with long-term growth, to understanding private equity’s evolving role in this sector, this bootcamp-style session will provide practical frameworks and take-home tools to help you make informed decisions.

Whether you’re planning for transition or simply want to strengthen your firm’s position in the marketplace, this session will equip you with strategies to understand, grow, and ultimately maximize your firm’s value.

Facilitator: Michael Lamm, Co-founder and Managing Partner, Corporate Advisory Solutions, LLC

7:00–9:00 p.m.

Reception and Dinner

7:15–8:15 a.m.

Yoga

8:00–8:45 a.m.

Breakfast Buffet

8:45–10:00 a.m.

Closing Session

More details coming soon.

10:00–11:15 a.m.

Roundtables

Roundtables are only available to creditors rights law firm attendees.