The Recovery Revolution: Drive Revenue through Maximizing Fees 

Morgan & Morgan recovered over $5 billion for our clients in 2024 alone. These results didn’t happen by chance—they’re the product of innovative strategies applied at every stage of the case process. Led by Matt Morgan, this summit will reveal how we consistently drive higher settlements for our clients—and how you can, too.
This year’s theme: how Morgan & Morgan became the “Google Law Firm,” using technology to supercharge our people, streamline processes, and maximize recoveries.


This one-day, CLE-accredited masterclass offers rare access to the sharpest minds in litigation and operations as they break down the systems and tactics behind our success. Seats are limited to 250.

Save now with early bird tickets for $549.

Raising Case Revenue from Intake to Settlement

Adapt & Dominate: Staying Ahead

Matt Morgan, Managing Partner, Lead of Personal Injury

Despite ongoing tort reform, intensifying competition, and a nationwide decline in auto accident volume, Morgan & Morgan has sustained explosive growth for nearly four decades. In this keynote, Matt Morgan—Head of Personal Injury—pulls back the curtain on the firm’s growth mindset, breakthrough processes, and tech-forward tools that keep us not just ahead of the curve, but defining it.

Technology That Moves the Needle 

Yath Ithayakumar, Chief Transformation Officer

Technology is one of the most underutilized advantages in law. In this session, Yath breaks down how Morgan & Morgan leverages it to scale faster, boost outcomes, and drive growth, without bloating headcount. From discovery to automation, learn the tools and tactics that replicate top-performer efficiency across teams and transform how work gets done.

From Brand to Bottom Line: Marketing That Fuels Growth

David Lau, VP of Marketing

Four years ago, David Lau set out to turn Morgan & Morgan’s marketing into a full-funnel growth engine. In this session, he will share how aligning marketing with firm goals, using data to drive decisions, and scaling smart campaigns delivers serious ROI.

From Call to Client in 20 Minutes or Less 

Angie Flury, VP of Call Center Operations

With 20+ years in client experience, Angie Flury leads Morgan & Morgan’s Case Control Center—1,500+ team members across 11 departments, working 24/7 to convert leads with speed and precision. In this fast-paced session, she shares the systems and strategies that consistently turn calls into signed clients—fast.

Scaling Case Success 

Kelli Lester, Managing Partner, Nashville, TN & Bowling Green, KY, Lead of Trucking Division

As the driving force behind Morgan & Morgan’s trucking division, Kelli Lester has a sharp focus on building efficient teams and systems that consistently deliver results. With a proven track record of securing seven- and eight-figure recoveries, she’s developed processes that enhance case strength and team performance from intake through discovery. In this session, Kelli shares how she built and scaled a powerhouse division that drives success at every level.

The Magic Ratio: Volume vs Value 

Jon Smith, General Manager of Personal Injury, Attorney


With oversight of 100,000+ personal injury cases annually, Jon Smith leads the strategy behind balancing high volume with high value at Morgan & Morgan. In this masterclass, he’ll break down how different types and sizes of cases demand different operational approaches—and how to build systems that support both. You’ll learn how to craft a clear vision, deploy the right strategy, and monitor performance to maximize outcomes across the board.

Building a $25 Billion Law Firm

Led by Dan Morgan, Managing Partner, Trial Attorney

In conversation with Matt Morgan, Jon Smith, David Lau, Yath Ithayakumar & Kelli Lester

It takes more than great lawyers to build America’s Largest Injury Law Firm. In this all-access panel, you'll hear from the architects that scaled Morgan & Morgan, from marketing and operations to litigation and technology. Led by Dan Morgan, this session reveals how a shared mission, sharp strategy, and the right people aligned to create a firm unlike any other.

The Venue

Perelman Performing Arts Center (PAC NYC)

A cultural beacon located in Downtown Manhattan, PAC NYC is a new home for emergent and established artists in theater, dance, music, opera, and multi-disciplinary performance from New York and the world.

Hotel Recommendations
Our venue is located in the heart of New York City’s Financial District, with several great hotels within easy walking distance. Here are some we recommend: 

Millennium Downtown New York (3-min walk)

Four Seasons Downtown (5-min walk)

World Center Hotel (6-min walk)

The Beekman Hotel (8-min walk)
 

Our Location

The Schedule

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Partner with us!

For sponsorship opportunities, email c.bayergillespie@forthepeople.com

CANCELLATION POLICY

Cancellation requests received on or before September 22, 2025, will receive a full refund minus a processing fee. After September 22, 2025, fees are non-refundable.

If you have any other questions, please contact Cristen Perez at cperez@forthepeople.com.
 

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