Aligning Your Team Towards Profit and Positivity

Aligning Your Team Towards Profit and Positivity

Aligning Your Team Towards Profit and Positivity
10/27/2023 08:00 AM PT - 10/28/2023 04:30 PM PT
Workshop Date: 10/27/2023 - 10/28/2023
Format Length CLE Eligible
Workshop 2 Days No

A thriving practice takes attention and intentional choices. You’ve been promising to devote more time to it for years and now it’s time to take charge—learn what it takes to consistently manage, grow, and scale your immigration practice from preeminent immigration practice expert Bob Meltzer.

Bob Meltzer founded an immigration legal services business and grew it into one of the largest providers in the United States. Bob and the AILA Practice and Professionalism team will help you set the right goals and align your team for quality, efficiency, and client care in order to build the best business you can envision.

Workshop Goals and Learning Outcomes

As a result of this immersive, small-group experience, you will learn:

  • What makes an effective team and the management skills required to take your firm to the next level
  • How to position your firm to attract desired talent
  • Tactics to limit the exposure of a bad hire
  • Basic tactics for managing any level of employee to ensure the performance results you are looking for and create an environment where your highly satisfied employees can grow
  • How to design an overall organizational structure that promotes consistency and scalability in team growth

This premier two-day learning experience will transform the way you approach, build, and manage your business and team. Previous workshops have sold out, so register now.

Bob Meltzer is an innovative business leader with deep experience in launching high-growth start-ups, e-commerce businesses, law firms, legal departments, and law practices. Bob has years of experience in people management having hired and developed hundreds of direct-report employees. Bob’s first law job was with the World Health Organization (UN) in Geneva, Switzerland concentrating on public international law, international contracts, and international copyright. Upon returning to the states, he grew his law practice, then merged into one of the larger, older Chicago law firms, and developed their immigration law practice group.

Next, Bob became an early innovator in legal technology services. Bob founded and built, the leading provider of online global immigration application services into a 200-employee company and leader in immigration law with annual revenues exceeding $20MM. In 2017, Bob launched and grew the Lawyer Exchange, a peer-to-peer freelance lawyer platform, connecting lawyers with lawyers and creating a community of legal support throughout the United States. Membership grew to 5,500 lawyers in less than 5 years.

His background as a legal tech entrepreneur and law partner building successful legal practices has given him the full scope of executive leadership, operational management, and business development skills in marketing, sales, production, human resources for the legal profession.

Reid Trautz is the founding director of the AILA Practice & Professionalism Center, where he helps lawyers solve their most pressing business issues and grow their practices. He is a nationally recognized advisor, author, and presenter on practice issues, including launching a law practice, business process innovation, law practice technology, and legal ethics. Over the past several years his work focuses primarily on creating a preferred future of practicing immigration law.

Reid is co-author of the book The Busy Lawyer's Guide to Success: Essential Tips to Power Your Practice, published by the ABA, and co-Editor-in-Chief of the AILA Practice & Professionalism Toolbox. He is a past chair of ABA TECHSHOW, the legal profession’s premier technology conference, and is an elected Fellow of the College of Law Practice Management. In 2012, he was honored in the sophomore class of the Fastcase 50, recognizing innovators in legal technology. He is also a member of the Association of Professional Responsibility Lawyers.

Charity Anastasio is the Practice and Ethics Counsel for AILA’s Practice & Professionalism Center. She brings transformative energy and inspiration to AILA members on ethics and practice management issues by using one-on-one consultations, publications, presentations, and collaboration with AILA’s Ethics Committee, Lawyer Well-Being Committee, Tech and Innovation Committee, and Practice committees and interest groups. She has consulted with hundreds of lawyers on their business and professional quandaries, giving practical, candid advice to each one. Charity is in leadership in the ABA Law Practice Division and was named an ABA 2020 Women in Legal Tech Honoree. Find her on Twitter @charityanas or reach her at

The speaker's/author's views do not necessarily represent the views of AILA, nor do they constitute legal advice or representation. Practice tips provided are based on the speaker's/author's experiences and the current state of the law. Please be sure to conduct legal research and analysis for your unique situation as the law changes quickly and experiences may differ from your own.

Hotel Information

The workshop will take place at the:

Westin St. Francis San Francisco on Union Square
335 Powell Street
San Francisco, CA 94102

AILA Room Rate: $249 Single/Double, plus applicable taxes. The resort fee has been waived for AILA conference attendees.

Phone Reservations: 1-800-937-8461 (Group Code: AILA)
Reserve online: Book Here

NOTE: The specially discounted AILA group rate has been contracted for room nights reserved from October 25, 2023, through October 29, 2023, only. The AILA group rate is not guaranteed for any other dates and will be based on availability.

Hotel Cut-off Date: October 5, 2023

Hotel reservations are made on a first-come, first-served basis. Rooms at the AILA rate will sell out before the deadline, so we advise you to make your reservation as early as possible. AILA will not be able to get additional rooms at the AILA rate after the AILA block of rooms fills up.

Cancellations received by October 11, 2023, entitle registrants to a full refund. Any cancellations received after October 12, 2023, will receive half of payment back.