Business

Money Talking: The Best Way To Plan A Productive Bankers Conference

Published

3 years ago

January 11, 2023

Planning a banker’s conference can be a daunting process, but it doesn’t have to be. With careful planning, you can make sure that your conference runs smoothly and that all of your guests have an enjoyable experience.

From selecting a venue to organizing accommodations and meals, there are a number of things that must be taken into consideration. By paying attention to detail, you can create an event that will be remembered for years to come. From the initial planning stages to the execution of the event, this guide will help you plan a banker’s conference that will be a success.

Let’s take a look at some of the things you need on your checklist.

Budget For The Conference

The first thing you need to do is to set aside a certain amount of money for the conference. The amount will depend on how many people are attending, how many speakers you want to invite, and how much food and beverages you want to include.

If you are organizing the conference on your own, then you will need to decide how much money you want to spend for the event. If you are going to invite speakers, you will need to decide how much money those speakers will cost. If you are inviting speakers who will be speaking on a topic that is relevant to your company, then you can choose the amount of money that they will charge for their presentations.

You may also want to consider whether or not you should use a hotel or whether you should rent rooms at a nearby hotel. You may want to look at the hotel’s rate and see if it is more reasonable than the rate of the hotel next door. You may also want to look at the number of rooms that are available and see if it is enough for everyone.

Invite the Right People

Once you have decided how much money to spend on the conference and who should be invited, then you can start planning the rest of the details of the event. One of the most important things is to invite the right people. You will want to invite people who have an influence on your team or who have an influence on your customers or your industry.

You may also want to invite people who can make your conference more productive by simply being there. This is a great way to get people talking with each other and to get them thinking about what they can do to make your company better.

Create Free Promotional Products

Next, you will want to create free promotional products for your company and its products or services. These products can include pens, stickers, bags, T-shirts, mugs, or whatever else you think would be useful. These promotional products will help your attendees remember your company by having something that they can use during the conference that reminds them of your company.

Select Food and Beverages

The next thing you will want to do is select food and beverages for your conference. You may want to purchase food from one of the companies that you work with or from a local restaurant. If you are planning on having speakers at your conference, then you may want to have food catering at your conference instead. Food catering can range from simple snacks like bagels or muffins to meals such as pizza or pasta. If your company has a cafeteria or kitchen facility available, then you may want to consider having food there instead of outside food vendors or caterers. You may also want to consider having local vendors provide drinks like water or soda instead of having a vendor bring drinks in.

Encourage Attendees To Post On Social Media

You will also want to encourage attendees to post on social media about their experience at your conference. You can do this by having them take photos of themselves at your conference using their cell phone or tablet. Then you can post these photos on social media channels such as Facebook and Twitter so that others can see them. They can also post about their experience at your conference during the event itself so that others can see them too. This helps attendees feel more connected with the company they work for and helps them remember what they saw at the conference long after they leave the conference venue.

Now that you have learned how to plan a productive bankers’ conference, you are well on your way to having a successful event. By following these tips, you will be able to create a conference that is informative, entertaining, and most importantly, productive.

Business

Click for Counsel: YesLawyer Wants to Make Lawyers as Accessible as Wi-Fi

Published

5 days ago

April 1, 2026

Matthew Wiles

Photo Courtesy of: YesLawyer

Byline: Andi Stark

For many people facing a legal problem, the most difficult part is not understanding their rights but finding a lawyer willing to speak with them in the first place. Long wait times, unclear pricing, and administrative hurdles often delay even the most basic consultations. YesLawyer, an AI-enabled plaintiff firm operating across all 50 states, is testing whether technology can shorten that gap.

Founded in 2024 by 25-year-old entrepreneur Rob Epstein, the platform offers free intake, automated screening, and, in many cases, same-day conversations with licensed attorneys. The idea is simple: reduce the friction between a client’s first request for help and an actual legal discussion. In this interview, Epstein explains how the system works, where artificial intelligence fits into the process, and what problems the company is trying to address in the broader legal system

Q: When you say you want lawyers to be “as accessible as Wi-Fi,” what does that mean in practical terms?

A: It’s a way of describing speed and availability. Someone dealing with a workplace dispute, a serious injury, or an immigration issue should be able to move from an online form or phone call to a real conversation with counsel in hours, not weeks. YesLawyer is structured so that a client begins with a free case evaluation, goes through automated conflict checks and basic screening, and, in many instances, speaks with a lawyer the same day.

Q: How does the process work once someone contacts the platform?

A: We use a structured workflow. It starts with a short questionnaire and an initial conversation to capture basic facts. That information feeds into conflict checks and internal review. The system then proposes a match with a licensed attorney and provides a calendar link for a virtual consultation, often within 24 hours. After the meeting, the client receives a written legal plan outlining next steps, deadlines, and estimated fees.

Q: Where does artificial intelligence fit into that process, and where does it stop?

A: AI is used for organizing and routing information, not for giving legal advice. It helps with conflict checks at scale, case categorization, and structured summaries so attorneys can focus on the substance of the matter. Every consultation is conducted by a licensed lawyer, and all decisions about strategy or next steps are made by humans.

Q: What problem is this model trying to solve in the current legal system?

A: Delay and cost are still major barriers. Many civil plaintiffs face long waits just to get a first appointment, along with high retainers and hourly billing that make early legal advice risky. We try to respond with faster consultations, flat-fee options, and financing. The idea is to remove administrative friction so lawyers spend less time on logistics and more time speaking with clients.

Q: Some critics say platforms like this blur the line between a technology company and a law firm. How do you describe YesLawyer?

A: We describe ourselves as a national, AI-enabled plaintiff firm that connects clients with independent attorneys. That structure does raise regulatory questions, especially around responsibility and oversight. We focus on licensing verification, attorney-written case plans, and clear communication about fees and services.

Q: You’ve said the main bottleneck is “systems” rather than people. What do you mean by that?

A: The issue isn’t that lawyers don’t want to help more people. It’s that the systems around them make it hard to scale their time. Intake, scheduling, and document handling take hours. Automating those parts means attorneys can handle more matters without being overwhelmed by repetitive tasks.

Q: Does this model risk favoring only the most profitable cases?

A: That’s a real concern in legal technology. Automation often works best for repeatable, high-volume disputes. Our view is that lowering administrative cost can actually make it easier to take on smaller or more complex cases that might otherwise be turned away. Whether that holds over time depends on the data.

Measuring Impact Over Time

YesLawyer’s attempt to compress the timeline between inquiry and consultation reflects broader changes in how legal services are being delivered. As artificial intelligence becomes more common in administrative work, firms are experimenting with new ways to reduce wait times and clarify costs.

The company’s early growth suggests that many clients value faster access to an initial conversation, even before considering long-term representation. Whether this platform-based model becomes widely adopted or remains one of several emerging approaches will depend on regulatory developments, lawyer participation, and measurable outcomes for clients. For now, YesLawyer’s experiment highlights a central question in modern legal practice: how quickly can help realistically be made available to the people who need it.