The LawBiz Practice Management Institute

Transcription

1 The LawBiz It takes more than great attorneys to be successful at the Business of Law. It takes a solid understanding of the fundamentals of growing and managing a law practice. That s why award-winning law business management expert Ed Poll has created the LawBiz. This unique1.5 day educational experience features a curriculum distilled from Ed s decades of working with successful attorneys and practice managers. Each session addresses top challenges successful attorneys and managing partners face as they try to improve profits and improve revenue in their firms. Attendees will complete the program with a fresh approach to how they can build their practices and efficiently improve their firms profitability. Why Now Growing the law practice in tough times is an essential need of lawyers and firms. For the first time in American history, thousands of lawyers have been laid-off. The very economic foundation of law practice has been shaken and the profession has been unalterably changed. When supply exceeds demand, as is currently the case, the stress level of lawyers increases dramatically. The pressure to increase billings and improve collections has never been greater! Today more than ever, lawyers must understand The Business of Law in order to survive, let alone thrive, and effectively meet the needs and expectations of clients. The curriculum of the LawBiz addresses many of these challenges with real-life scenarios, role plays and practice sessions.

2 What Is The Institute?.. A 1.5 day MCLE educational program with a specially designed curriculum in a small intimate setting. Sessions will include the following topics: Customer Service: Managing Client Expectations Practice Development Strategies The Impact of Technology on Today s Practice Development Setting Fees Billing Modalities Effective Collection Metrics for Financial Success The Exit Strategies: Succession & Retirement And more designed to address the challenges of attendees To allow for interactive discussion and accelerated learning, attendance will be limited. Value to Participants Increase your revenue and profits by implementing ideas from the sessions Increase your effectiveness with your clients, resulting in more referrals Reduce stress of practice by working with colleagues in similar situations Network with others facing the same challenges One-on-one coaching practicums Attendees will receive an Institute Handbook, developed specifically for this workshop, and several publications from Ed Poll s Business of Law Library. They will include four special reports, the newly released Profitable Law Office Handbook 15 th Anniversary Edition, and the updated Secrets of the Business of Law, 2nd Edition, as well as special promotions on Ed Poll s books and audio guides for practice management. In addition, each attendee will receive follow-up access to Ed Poll through unlimited access to Ed for 60 days and two group coaching sessions. AN INVESTMENT YOU CAN GROW WITH One half (50%) of the Institute fees paid will be credited towards any coaching or consulting service engagement with LawBiz Management within two (2) months of the Institute.

3 Who s Attending? The LawBiz is targeted at those practitioners who are actively involved in the growth and management of a law firm, including: Sole practitioners Small firm lawyers Managing partners Practice managers What People are Saying About Ed Poll "I've worked with Ed Poll for a number of years. It's great to have access to someone like Ed who knows about virtually anything that can come up in running a law practice -- from hiring and compensation to industry standards, to trust accounting and ethical questions, to calculating rates and training employees. Ed is a great sounding board!" --Steven E. Brown Steven E. Brown PLC Ed is my confidant and a pillar of my practice. He has been available to me literally 365 days to support and guide me through a very turbulent year in my practice. Through all of this, I have increased both the quality of my cases and my exposure as a family law expert in the community. I could not have managed to make it through this year so successfully without Ed. --Marlo Van Oorschot, Attorney/Mediator Law Offices of Marlo Van Oorschot, APLC Ed's impact on my business has been tremendous; in fact, without my work with Ed over the course of the past several years, I wouldn't have my own practice. He s helped me focus my time and energy, increasing my efficiency and helping me more than double my billable hours. He is always available to answer any questions I may have or help my resolve any problems I may have - whether large or small. He is my greatest resource, and is a compass in often troubling seas. --Veronika Melamed Law Offices of Veronika Melamed

4 Tentative Program Overview Day One Morning: What is The Business of Law? Managing Client Expectations Practice Development: Strategies and Tactics Open Q & A Lunch: Guest speaker The Impact of Social Media on Practice Development Afternoon: Setting the Price Billing Modalities including value billing Collecting Your Fee Open Q & A Day Two Morning: Metrics for Financial Success Goals & Action Plan: Where Do I Go From Here? Creating Your Marketing Plan Lunch: Guest Speaker Speaking for Practice Development

5 Why Ed? Edward Poll is the nation s foremost expert on law practice management, focused on helping attorneys and law firms effectively manage The Business of Law. Ed Poll, J.D., M.B.A., CMC, has dedicated his career to helping others win. With over four decades of professional experience, Ed s extensive background in business and law have made him one of the nation s most sought-after experts in law practice management. He is the first recipient of the California State Bar (LPMT Section) Lifetime Achievement Award in Ed regularly shares his insights with attorneys across the United States by coaching, consulting, presenting popular workshops, writing 13 books, creating practical DVDs and CDs and by contributing to legal publications throughout the country. A native of Chicago, IL, Ed graduated from the UCLA School of Law and received an MBA from USC. He served as VP and General Counsel for his family business, Fairfax Food Corporation, where he grew revenue at more than 10% per year and renegotiated bank credit lines to enable the company to double its farm produce intake. Ed practiced law for 25 years on all sides of the table, including as in-house counsel, government prosecutor, sole practitioner, and partner in a small law firm. He was also the chief operating office for a mid-size law firm in the greater Los Angeles region. Since 1990, Ed has owned and operated LawBiz Management, a Venice, CA-based firm that collaborates with lawyers to increase their revenue and net profits, and reduce their stress. He coaches and consults attorneys throughout the country in the areas of starting and operating a law practice, strategic planning, profitability analysis, and practice development. Apart from maintaining his popular blog, and creating Ed is a syndicated columnist and regular contributor for Lawyers Weekly, Law Practice Today (ABA), Canadian Bar Association, California Lawyer, The Bottom Line (State Bar of California), and other renowned publications. He has authored and produced an entire catalogue of books and practical guides concerning The Business of Law. His most recent book, Growing Your Practice in Tough Times (West Pub, 2010), responds to the concerns lawyers face following the financial crisis of He is a sought-after speaker by Bar Associations across the country, and has created more than 30 teleseminars for WestLegalEdcenter, as well as published a variety of CDs and DVDs, the most recent being 8 Steps to Greater Profitability: The Lawyer s Path to Prosperity. Ed is also in demand for advice by vendors to the legal community. He has served as an Advisory Board member for the LexisNexis Firm Manager, law management software product and he has been called as an expert witness in law firm management in the Trial Court of the State Bar of California, and appointed as a Trustee of law firms convicted of disciplinary violations. He currently facilitates Managing Partners Roundtables for some of the largest law firms in the country. Ed is a Fellow, College of Law Practice Management, Board Certified Coach to the Legal Profession in the Society for the Advancement of Consulting (SAC), and a charter member of the Million Dollar Consulting Hall of Fame. He and his wife Paula reside in Venice, CA. In their spare time, they like to travel in their restored Airstream trailer. Ed is also an avid cyclist.

6 Investment The LawBiz is offered at the special introductory rate of $2500 per person. This includes all sessions, a selected Business of Law Library, as well as continental breakfast and lunch on both days. The following discounted fees are available: $2250 Enrollment via LawBiz Tips $2000 Current or former LawBiz Management coaching clients $1250 Spouse/significant other/additional partners from same firm Payment must be received by January 31, 2012 to qualify for discount. Only one discount per participant. Cancellation policy There will be no refunds. In the event the participant cancels attendance after payment of the full investment fee, but prior to 30 days before the scheduled start of the Institute, the investment fee may be applied toward a future engagement within one year following the Institute. There shall be no refund or application toward a future engagement if the cancellation is received within 30 days of the scheduled start of the Institute. Institute Dates: April 20 and April 21, 2012, Santa Monica, CA

7 Registration LawBiz April 20-21, 2012, Santa Monica, CA Please complete and return this form via fax to (310) or Attendee Name Title Firm Name Address City State Zip Phone Office Cell Check appropriate box: Full registration $2500 LawBiz Tips Subscriber registration $2250 LawBiz Management coaching client $2000 Additional registration: Spouse/Significant Other $1250 Name: Partner from Same Firm $1250 Name: address: Phone: Office Cell Total amount due: Payment Information: Check enclosed Charge my credit card: $ Visa MasterCard American Express Card Number Expiration Date Phone ( ) Signature Billing Address City State ZIP