2018

Managing Your Success: Practice Management at the Next Level

Dallas Feb 9, 2018 Cityplace Conference Center
Conference Concluded

Buy

Related products: eConference Materials

Overview

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.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Time

Credit

Subject

Speaker
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

Download Schedule

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

Credit Info

Dallas

MCLE Credit

Texas – 6.00 hrs | 1.50 hrs Ethics

You may claim your credit online in Your Briefcase, and UT Law CLE will report credit on your behalf to the State Bar of Texas. A Certificate of Attendance will be provided in Your Briefcase for your records. The system reports Texas CLE credit every Tuesday. If you are claiming credit in the last week of your birth month, self-report your CLE credit directly to the State Bar of Texas at texasbar.com, using the course number provided on your certificate of attendance.

California – 6.00 hrs | 1.50 hrs Ethics

You must claim your credit online in Your Briefcase, and will then be provided a Certificate of Attendance for your records. UT Law CLE is required to provide the State Bar with electronic attendance records for any MCLE participatory activity within 60 days of completion of the activity. The California licensee is responsible for reporting their compliance/credit hours earned to the State Bar at the end of their reporting period directly to the State Bar of California at calbar.ca.gov. UT Law CLE will maintain Attendance Records for four years.

Oklahoma – 7.00 hrs | 2.00 hrs Ethics

You must claim and certify your credit online in Your Briefcase, then you will then be provided a Certificate of Attendance for your records. UT Law CLE will report credit on your behalf to the Oklahoma Bar Association within 30 days after the conference.

Other Credit

TX Accounting CPE – 7.00 hrs

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 are welcome to sign in on the Accounting CPE Record of Attendance form at the registration desk, but we are now reporting all credit online. You will receive a Texas Accounting Certificate of Completion in Your Briefcase. Self-report your CPE credit directly to TSBPA. UT Law CLE will maintain Attendance Records for four years.

Contact us at accreditation@utcle.org if you have additional questions.

Key Dates

Dallas – Feb 9, 2018 – Cityplace Conference Center

Conference Concluded

Buy

Dallas

Individual
Last day for $295.00 Regular pricing: Jan 31, 2018

$345.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $266.00 Regular pricing: Jan 31, 2018

$316.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $236.00 Regular pricing: Jan 31, 2018

$286.00 for registrations received after this time

Last day for cancellation (full refund): Feb 1, 2018

$50 processing fee applied after this date

Last day for cancellation: Feb 6, 2018

Venue

Cityplace Conference Center

2711 North Haskell Avenue
Dallas, TX
214.515.5100
Map

2018

Managing Your Success: Practice Management at the Next Level

Dallas Feb 9, 2018 Cityplace Conference Center Conference Concluded

Buy

Related products: eConference Materials

Overview

Event Schedule

Friday Morning, Feb. 9, 2018

Friday Afternoon, Feb. 9, 2018

Conference Faculty

Lisa Blue

Jim Calloway

Melissa Marks Garner

Amy Gibson

Katrina Grider

Wei Wei Jeang

Paul Koning

Michael P. Maslanka

Carol Bavousett Mattick

Andrew Lee Payne

Barry Rosenthal

Camisha L. Simmons

Dave Wishnew

Planning Committee

Carol Bavousett Mattick—Chair

Maxine Aaronson

Catherine Bowe

Christopher L. Carns

Amy Gibson

Michael P. Maslanka

Schuyler Rockwell Reidel

Credit Info

MCLE Credit

Other Credit

Key Dates

Venue

Cityplace Conference Center

Stay in the loop with UT Law CLE

Dallas Feb 9, 2018 Cityplace Conference Center
Conference Concluded