University of Texas School of Law
2018
Managing Your Success: Practice Management at the Next Level
Dallas Feb 9, 2018 Cityplace Conference Center
Conference Concluded

UT Law CLE

2018 Managing Your Success: Practice Management at the Next Level

Program Features
Managing Your Success: Practice Management at the Next Level is designed to connect solo and small firm practitioners with the latest tips and tricks for making the most of their practice, including the latest developments in marketing and business development, financial management, human resources, office space, and avoiding malpractice. Attendees will learn to:
  • Ensure compliance with disciplinary rules when using today’s technology tools.
  • Effectively brand and market a legal practice, including generating leads.
  • Assess the financial health of your law firm and make sure your practice is efficient for both you and your clients.
  • Expand your firm by hiring contract or associate attorneys.
  • Maintain mindfulness amidst the stress of being a small firm practitioner.
  • Select, keep, and even fire clients as needed .
Attendees will also receive an additional 1.5 hours of on-demand ethics hours after the conference to help them complete their MCLE ethics requirement.

UT Law CLE

2018 Managing Your Success: Practice Management at the Next Level

8/16/18
Schedule

Friday Morning, Feb. 9, 2018

Presiding Officer:
Michael P. Maslanka, UNT Dallas College of Law - Dallas, TX

7:30 am
Conference Room Opens

Includes continental breakfast.

8:20 am
Welcoming Remarks

8:30 am

0.75 hr

Cyber Ethics: Ensuring Compliance with Evolving Technology

Lawyers today find that keeping client information safe is more challenging when using today’s technology tools. You don’t have to have a degree in computer science to understand how to avoid ethical missteps related to technology. Lawyer-friendly information on cyber ethics is provided.

Jim Calloway, Oklahoma Bar Association - Oklahoma City, OK

9:15 am
Marketing and Branding: How To Build a Plan and Generate Leads

The ability to effectively brand and market a legal practice, generate new client business, and then cultivate and fortify existing client relationships is an often overlooked critical component of the practice of law. Tips and best practices for attorney marketing and business development are provided.

Moderator:
Andrew Lee Payne, Payne Mitchell Law Group LLP - Dallas, TX
Panelists:
Camisha L. Simmons, Simmons Legal PLLC - Dallas, TX
Dave Wishnew, Gruber Hail Johansen Shank LLP - Dallas, TX

10:15 am
Break

10:30 am

0.50 hr

Expanding Your Firm: How to Hire Contract and Associate Lawyers

What are the basics that you need to know? How do you manage your staff and attorneys? Get practical tips on how to answer these questions so that your firm can continue to flourish.

Katrina Grider, Ogletree, Deakins, Nash, Smoak & Stewart, P.C. - Houston, TX

11:00 am

0.50 hr

Virtual Law Firms: Is It An Option For You?

What is a virtual law firm? What does it mean? Why does this law firm business model make a lot of sense for lawyers and clients in today’s legal environment?

Wei Wei Jeang, Grable Martin Fulton PLLC - Dallas, TX

11:30 am

0.50 hr

Secrets to Improving Client Communication to Cement Client Relationships

The key to effective communication is appreciating that not everyone communicates in the same way. Learn about the essential types of communication styles, and how you can make sure that different styles don't get in the way of communication with your client.

Michael P. Maslanka, UNT Dallas College of Law - Dallas, TX

12:00 pm
Pick Up Lunch

Included in registration.

Friday Afternoon, Feb. 9, 2018

Presiding Officer:
Carol Bavousett Mattick, Carol Bavousett Mattick, PLLC - San Antonio and Austin, TX

LUNCHEON PRESENTATION

12:20 pm
Session Cancelled Due to Weather

Assessing the Health of Your Law Firm

Hear a discussion on how to create and grow a business in the practice of law, including how to make sure your business is (and remains) healthy.

Barry Rosenthal, RSM US LLP - Chicago, IL

 
1:20 pm
Break

1:35 pm

0.50 hr

Stress Kills Success: Mindfulness and the Small Firm Practitioner

Learn about the science behind stress and wellness, along with how mindfulness can help with peak performance.

Melissa Marks Garner, Your Mindful Edge - Dallas, TX

2:05 pm

0.75 hr

The Likeability Offensive: Making Your Practice More Effective Through Personal Interaction

Lisa Blue, Baron and Blue - Dallas, TX

2:50 pm
Break

3:00 pm

0.50 hr ethics

Client Selection

Explore what factors go into deciding to accept or reject a client, how to make a client rejection a win/win, and how to manage your practice in terms of client expectations.

Amy Gibson, Gibson Wiley PLLC - Dallas, TX

3:30 pm

0.50 hr ethics

Keeping Good Clients

Some practices depend on repeat business or volume—literally. Some simply want to be “top of mind” if and when a particular type of transaction or litigation comes along. Learn how best to maintain a relationship with current and former clients.

Carol Bavousett Mattick, Carol Bavousett Mattick, PLLC - San Antonio and Austin, TX

4:00 pm

0.50 hr ethics

Firing Bad Clients and Recovering When You’re Fired

There may be nothing worse than a bad client, unless it is getting fired by a good one. Get practical tips on how to effectively manage problem clients, and how to recover when the problem is actually a good client walking away.

Paul Koning, Koning Rubarts LLP - Dallas, TX

4:30 pm
Adjourn

UT Law CLE

2018 Managing Your Success: Practice Management at the Next Level

Faculty

Conference Faculty

Lisa Blue
Baron and Blue
Dallas, TX
Jim Calloway
Oklahoma Bar Association
Oklahoma City, OK
Melissa Marks Garner
Your Mindful Edge
Dallas, TX
Amy Gibson
Gibson Wiley PLLC
Dallas, TX
Katrina Grider
Ogletree, Deakins, Nash, Smoak & Stewart, P.C.
Houston, TX
Wei Wei Jeang
Grable Martin Fulton PLLC
Dallas, TX
Paul Koning
Koning Rubarts LLP
Dallas, TX
Michael P. Maslanka
UNT Dallas College of Law
Dallas, TX
Carol Bavousett Mattick
Carol Bavousett Mattick, PLLC
San Antonio and Austin, TX
Andrew Lee Payne
Payne Mitchell Law Group LLP
Dallas, TX
Barry Rosenthal
RSM US LLP
Chicago, IL
Camisha L. Simmons
Simmons Legal PLLC
Dallas, TX
Dave Wishnew
Gruber Hail Johansen Shank LLP
Dallas, TX

Planning Committee

Carol Bavousett Mattick—Chair
Carol Bavousett Mattick, PLLC
San Antonio and Austin, TX
Maxine Aaronson
Attorney at Law
Dallas, TX
Catherine Bowe
Exall & Wood, PLLC
Dallas, TX
Christopher L. Carns
Prevost, Shaff, Mason & Carns, PLLC
Frisco, TX
Amy Gibson
Gibson Wiley PLLC
Dallas, TX
Michael P. Maslanka
UNT Dallas College of Law
Dallas, TX
Schuyler Rockwell Reidel
Reidel Law Firm
Galveston, TX

UT Law CLE

2018 Managing Your Success: Practice Management at the Next Level

Credit Information

MCLE Credit

Texas
6.00 hrs  |  1.50 hrs Ethics
Additional Information
A Texas MCLE Reporting Form will be included in your course materials. Please complete and return to the registration desk and UT Law CLE will report credit on your behalf to the State Bar of Texas, or you can self-report your credit directly to the State Bar of Texas at texasbar.com. A Certificate of Attendance will be provided at the conference to keep for your records.  
California
6.00 hrs  |  1.50 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. Self-report your CLE credit directly to the State Bar of California at calbar.ca.gov. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will maintain Attendance Records for four years.  
Oklahoma
7.00 hrs  |  2.00 hrs Ethics
Additional Information
At the conference, you will need to sign in on the Record of Attendance form at the registration desk. You will receive a Certificate of Attendance at the conference to keep for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.
Other States
Note on Self-Reporting Your Credits in Another State
If you wish to satisfy MCLE or other professional education requirements in another state for a program offered by the University of Texas School of Law, please check with the state bar or other licensing authority in that state before taking the program to ensure it will qualify for self-reporting your credits.

Other Credit

TX Accounting CPE
7.00 hrs
Additional Information
The University of Texas School of Law (Provider #250) live conferences are presumptively approved by The Texas State Board of Public Accountancy for Texas Accounting CPE credit based on a 50-minute credit hour. Approved for general CPE credit only.

At the conference, you will need to sign in on the Accounting CPE Record of Attendance form at the registration desk. You will receive a Texas Accounting Certificate of Completion at the conference for your records. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.  

UT Law CLE

2018 Managing Your Success: Practice Management at the Next Level

Key Dates

Dallas

  • Last day for Individual early registration: Jan 31, 2018
    Add $50 for registrations received after this time
  • Last day for cancellation (full refund): Feb 1, 2018
  • Last day for cancellation (partial refund): Feb 6, 2018
    $50 processing fee applied

UT Law CLE

2018 Managing Your Success: Practice Management at the Next Level

Hotel / Venue