A PSG × LFA Working Retreat
Design the future of your firm.
2.5 days to intentionally design how your firm runs. Follow the agenda, build your blueprint, and leave with a written plan your team can run Monday morning.
Aug 5–8, 2026 Westminster, Denver CO
Your deliverable
Firm BlueprintFUTURE STATE
- 01FoundationMission, vision, and definition of success
- 02Client journeyMapped from intake through case close
- 03Workflows and techAutomation and system priorities
- 04Leadership and rolesDelegation and decision protocols
- 0512-month roadmapA written plan to build it
Sheet A-01 · PSG × LFA · Aug 2026
7
Firms in the room
12
Firm leaders
19
Working sessions
2.5
Days of deep work
Full Agenda
Every session across all 3 days, with details and progress.
Firm Design
Your studio for the week — blueprint, tracks, and captures.
Tracks & Stages
How your case work flows — tracks, stages, and beats.
Participants
The firms and facilitators in the room this week.
Stay in the loop
News & announcements
Welcome to the PSG × LFA Retreat
Everything for the week lives here: the agenda, your firm's blueprint, and the frameworks we'll use. Bring a laptop each day — every exercise captures in this app.
Pre-work questionnaire closes soon
Your responses pre-fill your current state blueprint and the Initiative Prioritization template. Complete it before you arrive so you start with data to react to.
Thai Night — Wednesday 6:30 PM
Welcome dinner follows the opening mixer. Curated seating to get you talking with firms chasing the same goals.
Up next — Day 1
7:00Breakfast & Intentional Networking8:00Vision to Reality: Building a Firm with Purpose and Direction9:00Future State Wishlist (North Star) Lock-In10:15Leading with Intention: Roles, Delegation & Decision-Making11:20 AMMap Your Firm: People, Process & Tech (Part 1)
Full schedule →RETREAT PROGRESS
0/ 27 sessions
Mark sessions complete from the agenda.