Law Practice Management

See what we did in 2018….look for the 2019 Agenda soon!

35th Annual National CLE & Ski Conference

Program Agenda: Law Practice Management

January 3-7, 2018, Vail Mountain Marriott Resort


Program Chair:

Christopher T. Anderson, President and COO, How to MANAGE a Small Law Firm, Athens, GA


MCLE Accreditation is not being sought from any state for the Law Practice Management program. Attendees of the Law Practice Management program may apply on their own to any state or states for accreditation. Please be aware that each state has its own rules and regulations, including its definition of “CLE.”  Attorneys seeking to obtain MCLE credit in some states are required to pay state accreditation fees directly to the state.


Wednesday, January 3, 2018


3:00-7:00 p.m.

Christopher T. Anderson, President and COO, How to MANAGE a Small Law Firm, Athens, GA

(Presenter for all LPM sessions)


4:30 – 5:30 p.m.
Making Your Law Firm BUSINESS Work for You

  • “Failing to plan is planning to fail”
  • The #1 reason law firm owners struggle is a failure to make three core decisions
  • Why having a plain-English business plan is critical for your growth
  • The purpose of EVERY successful law firm business
  • Learn the 7 main parts of every successful law firm and how to get them working FOR you

5:30-6:30 p.m.
5:30-6:30 p.m.
The 4 Stages of Law Firm Growth:  How to identify the stage you’re in and push through so you don’t get stuck
Stage 1 – Creating  a Successful Practice
Stage 2 – Upgrading to a Sustainable Business
Stage 3 –  Growing Your Business to Break 7 Figures
Stage 4 – Becoming a CEO: Profiting From your Purpose


Thursday, January 4, 2018

 7:00-8:00 a.m.
Marketing:  Building a business by helping others

  • The big mistake most law firm owners make when making marketing decisions
  • How to build a marketing plan that achieves the financial, personal and professional goals of the owner
  • Attract more clients by solving more problems
  • Make sure you’re sending the right message to the right prospective clients to maximize your marketing results
  • Understand the 2 main jobs of marketing and make sure they’re working for you


8:00-9:00 a.m.
Marketing Execution: The small law firm’s guide to implementing effective marketing campaigns

  • Pay Per Click – Don’t pay more than you need to
  • Social Media – It’s not them, it’s you
  • Your Website – What it is for, and what it isn’t!
  • Print Advertising – Luckily your competition is doing it wrong
  • Workshops – Educate your market with compelling content


4:30- 6:30 p.m.                      

Plenary Session – More Fun with Ethics at the Movies
Larry J. Cohen, Ph.D., J.D., Cohen’s Counsel, Bethel, VT


6:30 p.m.                                

Wine Reception

Friday, January 5, 2018


7:00-8:00 a.m.
Automatic Referrals: How to trigger more repeat and referral business from current and former clients

  • How to cultivate consistent and reliable referral revenue
  • It’s all about them!
  • Keeping referral sources loyal to you
  • The magic words. The other magic words
  • Stop NetSocializing and start NetWorking


8:00-9:00 a.m.
The Key to Scalability: Building your production line

  • A real business is operated by systems
  • Systems are operated by people
  • How to build systems that grow your business AND grow WITH your business


Bonus Session*
Friday, January 5, 2018
3:20 – 4:20 p.m.
CTE: What It Means for Civil and Criminal Litigation 

  • CTE — What It Is and What It Does to Functioning and Behavior
    • Is It More than a Sports Injury Issue?
  • Detecting CTE — Neurology, Neuropathology, Neuroimaging, Neuropsychology, Biomarkers
  • CTE in Litigation
    • Its Role and Potential Role in Civil and Criminal Litigation
    • Admissibility Issues
  • The Future of CTE in Litigation — A Disorder Along the Concussion Spectrum?
    Larry J. Cohen, D., J.D., Cohen’s Counsel, Bethel, VT

4:30-5:30 p.m.
Building your A-Team: How to attract, hire and train quality people to run the systems that run your business

  • Understanding the key roles in a successful law firm and why you shouldn’t be
     doing most (almost any) of them
  • Delegating your way to profitability
  • What you absolutely CANNOT delegate
  • Understanding the “technician trap” as it applies to your law firm


5:30-6:30 p.m.
Putting it all together:  Stop guessing and start planning

  • How to use Shop Keeping Units (“SKUs”) to help you plan for growth
  • How, when and who to hire to keep pace with your growth
  • How and when to upgrade your systems and physical space
  • How to use SKU’s to understand your capacity, and maximize your time at near-full capacity

Saturday, January 6, 2018
7:00-8:00 a.m.
Calendaring your profit: Convert your time into wealth

  • Avoid the trap of limiting your profits by trading time for money
  • The three mindsets around money
  • The truth about multi-tasking
  • Planning for success


8:00-9:00 a.m.

Running your practice by the numbers: Money, metrics, and strategic financial management

  • Getting control of your numbers
  • The key financial terms you must know to discuss your firms metrics
  • Know the 6 key reports every law firm owner should be using
  • Know the difference between rear-view reporting and forward looking projections



4:30-5:30 p.m.
Selling done right: Part 1 The most ethical thing we do for prospective clients

  • Nobody hires an attorney to solve a legal problem
  • Helping your client understand value (How to sell FOR your client)
  • Profit for you, profit for me
  • The difference between doing business with you … and not


5:30-6:30 p.m.

Selling done right: Part 2 The most ethical thing we do for prospective clients


Sunday, January 7, 2018


Plenary Sessions


7:00 – 8:00 a.m.    

The Ethical Boundaries of Adversary Investigations

  • Addressing the Need for Information about Your Adversaries, Including Such in Intellectual Property Disputes
  • Investigative Techniques Generally, and Use of Private Investigators, Specifically  
  • Applicable Law and Rules, Including Rules 4.1 (a), 4.2, 4.3, 4.4(a), 8.4(c), and 5.3 of the ABA Model Rules of Professional Conduct
  • Potential Penalties and Consequences for Violations
  • Case Analyses and Hypotheticals

Presented by Michael Chiappetta, Senior Legal Editor, Intellectual Property & Technology, Practical Law, New York, NY.  Your speaker will share with you his experiences in the intellectual property practice area along with how such ethical considerations may apply in other practice areas and other practice area examples
8:00 – 9:00 a.m.    
E-Discovery and Ethical Considerations
Gregory MacFarlane, JD, Legal Consultant│E-Discovery Specialist, Thomson Reuters, New York, NY



* Hot topic presentation that we would like everyone to have the opportunity to attend so we are offering it as a bonus session for which attendees will need to individually submit for CLE credit should they wish CLE credit for attending, and that we are happy to answer questions regarding such.

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