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Seminars on Best Practices

Changing Firms:  Ethical Guidance for Law Firms and Attorneys (2 - 3 hours)
In recent years, lawyers have become far more mobile.  What was once an occasional occurrence — a lawyer’s departure from one firm to join another — has become an every day event.  The increased mobility has generated numerous legal and ethical issues and disputes.  Compounding the situation, no neat framework exists to address the interests of the departing lawyer, the lawyer’s old firm, the lawyer’s new firm, and most importantly, the client.

This program will outline the ethical, legal and practical issues these situations raise, and provide advice on how attorneys can address such matters while fully complying with their ethical obligations to the firms and their clients.

Efficiently and Effectively Administering Your Practice (1.5 - 2.5 hours)
a/k/a Proper Practice Management Procedures
This fast-paced session covers the three essential areas of administering a practice:  people, technology, and procedure management.  People represent a law firm’s greatest asset.  The seminar will discuss strategies for successful recruitment, retention and training.  Technology enables a firm to achieve today’s leverage, as well as improve practice efficiencies and avoid mal-practice exposure.  This seminar will discuss the minimum technology platform a law firm should utilize; and discuss additional possibilities for those ready to take the next step.  Properly estab-lishing procedures to handle such issues as client intake, trust accounting and fraud prevention, end of engagement, conflict checking, records management and so forth will ensure that work flows smoothly through the office and that the firm does not commit ethical blunders or commit more serious mistakes in its day-to-day opera-tions.  This session will explore methodologies to keep your firm on track in these areas and more.

Essential Management Concepts (2 hours - Not yet submitted for CLE in PA)
This fast-paced course covers techniques for effective and efficient Time & Project Management; Security Management; Quality Management and Personal Stress Management.

Self-Auditing Your Law Firm (1 hour)
Parts of your law office (or possibly your entire firm!) need an overdue “health” check and update.  If you want to discover simple ways to conduct firm-wide or focused checkups (i.e. self-audits) without calling in a third party assessment team, this session is for you.

Survival 101: Emergency Planning for Your Law Practice (1.5 - 2 hours)
a/k/a Practicing Dead or Alive
Disasters come in all forms, from natural to man-made to technological.  This course will identify the potential risks your firm faces.  You will learn the three steps your firm must take to formulate a plan to help you prevent disasters, or recover your ability to service your clients quickly following one.  The course focuses in detail on how to continue to run your office while you are sick, injured or disabled, or how to run your practice as part of the administration of your estate.  This course provides practical information and forms which can be put to immediate use at your firm.

Survival 101: Law Practice Emergency Planning for Death or Disability (1 hour)
This course focuses exclusively on how to preplan to continue to run your office while you are sick, injured or disabled, or how to run your practice as part of the administration of your estate. Buyout, emergency coverage and succession planning for partners is also discussed. This course provides practical information and forms which can be put to immediate use at your firm.

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