 |
CBA Home | CLE Home | Contact Us |  Cart - empty |
Search |
|||||||||||
|
Hanging Your Shingle 2007
Audio Homestudy - In Stock! Members: $259.00 Non-members: $299.00
A two-day intensive workshop on opening your own law firm.
Product Code: GP081608D Original program date: 08/16/07
General credits: 15.00
Ethics credits: 5.00 August 2007
Hanging Your Shingle 2007 Program Description
Law school taught you to "think like a lawyer," but no one taught you how to start or run your own law
practice. If you are considering opening a new law firm, or transitioning to your own law firm, then you will not want to
miss this two-day program! The faculty of seasoned practitioners will provide in-depth coverage on hundreds of
issues faced in the creation of a new law firm, including but not limited to the nuts and bolts of setting up your business, how to formulate an effective business plan, the acquisition of computers, technology and library assets, marketing your firm, effective billing, and avoiding malpractice.The extensive course materials will provide checklists, forms and articles necessary for every practitioner.
Topics
Getting Started
-Setting the scene – initial decisions
-Your quality of life
Presented by Honorable Christopher C. Cross
Computers and Technology Basics
-Defining your needs in relation to your skills, budget, and practice size, including cost estimates
-Choosing and implementing law office hardware
-Key software for managing your practice for success, including: case management and analysis, and time keeping and billing
-Ethical issues on how to bill your clients; C.R.P.C. 1.5
-E-filing and electronic case management
-Establishing a web presence; C.R.P.C. 7.1–7.5
-Online research tools
-Paperless document management
Presented by Phil J. Shuey, Esq.
Business Planning – Nuts and Bolts Issues, with Sample Forms
-Establishing a business plan for the new or transitioning lawyer; monitoring and evolving the plan
-Budgeting for the start-up
-Tax considerations: income, employment and other
-Employer/employee issues
-Setting your billing rates; C.R.P.C. 1.5
-Evaluating the cost of doing business
-Financing the start-up period
Presented by Ronald L. Seigneur, CPA
Choice of Entity and Other Arrangement
-Choice of entity with form agreements, and advantages and disadvantages of each (LLC, PC, LLP, sole proprietorship); C.R.C.P. 265; C.R.P.C. 5.4
-Alternative business arrangements, including contract employment, of counsel, office sharing, and part-time
Presented by Robert R. Keatinge, Esq., and Reba J. Nance
Business Development
-Developing a clear understanding of the obstacles to business development
-Creating a practical and comfortable practice development strategy
-Maintaining your business development efforts
-Meeting today's ethical concerns; C.R.P.C. 7.1-7.5
Presented by Larry Kohn
Bookkeeping and Recordkeeping for Lawyers
-Maintaining your checking accounts (trust vs. office) – C.R.P.C. 1.15
-Keeping a check and client ledger
-Understanding the balance sheet and income statement
-Reports you need to be able to run
-How to tell if you're making money or not
-Optimizing the billing and collection cycle
-Outsourcing with a bookkeeper or accountant
-Meeting trust account requirements including COLTAF, and recording activity; C.R.P.C. 1.15
Presented by Brenda Clarke, CPA; Ronald L. Seigneur, CPA; and Reba Nance
Practice Maintenance Nuts and Bolts
-File set-up and review, diligence; C.R.P.C. 1.3
-Fee agreements and engagement letters; C.R.P.C. 1.5, 1.15
-Diaries and tickling
-Client interviews, scope and objectives of representation, unbundled tasks, informed consent; C.R.P.C. 1.2
-Delegation of work to support staff; C.R.P.C. 5.3
-Client correspondence and communication; C.R.P.C. 1.4
-Inventorying and support systems
-Managing your time
-Alleviating clients' confidentiality concerns; C.R.P.C. 1.6
Presented by Reba J. Nance
Risk Management
-Malpractice insurance, including cost estimates
-Malpractice exposure
-Recognizing and avoiding conflicts of interest; C.R.P.C. 1.7, 1.8, 1.9, 1.13, 2.2
-Fees, and fee agreements
-How to accept or reject a client
-Scope of engagement and identifying the client
-Ethically networking for competence
-Asking for help - don't dabble; C.R.P.C. 1.1
-Client consent; C.R.P.C. 1.6, 1.7, 1.8, 1.9, 1.13, 2.2
-Practical aspects of Ethics 2000 - changes to C.R.C.P.
Presented by John M. Palmeri, Esq. and David C. Little, Esq.
Hanging Our Shingle” – Panel Discussion
-Success stories, and pitfalls, from attorneys who have opened their own law firm
-Information you need to open, build, and benefit your practice
-Sorting through the advice you receive
-Dos and Don'ts
-Adjusting to change
-Candid question and answer segment
Presented by Marco D. Chayet, Esq.; Frank Danzo, Esq.; Joseph A. Dawson, Esq.; April D. Jones, Esq., and Jennifer M. McCallum, Esq.
Moderated by David C. Little, Esq.
|
||||||||||
Hanging Your Shingle 2007