Schedule & Additional Resources

Schedule | Resources | Something More

Schedule (Click on Title for Additional Resources)

8:20 a.m. - 8:30 a.m. Introductory Remarks

8:30 a.m. - 9:30 a.m. Treating Your Practice Like a Client - Part I

>> Optimizing The Firm From the Start

>>> Articles of Organization – Form Books and Templates

>>> One Sentence That Could Save You Six Figures

Revised Uniform Limited Liability Company Act

>>> Shared Office Space

ABA: Keeping Your Office Sharing Arrangements with Other Lawyers Squeaky Clean Under the Ethics Rules

>>>> Shared Office Space – Notification

>>>> Shared Office Space – Acknowledgement

>>>> Shared Office Space – Signage

>>>> Shared Office Space – Notification When Attorney Leaves

State Bar of Arizona Ethics Opinions

99-14: Withdrawal from Law Firm; Communication with Clients; Advertising and Solicitation 12/1999


9:30 a.m. - 10:30 a.m. Treating Your Practice Like a Client - Part II

>> Follow Generally Accepted Accounting Principles (GAAP)

>> Systems

>>> Trust Accounts

>>>> Third-Party Review and Reconciliation

>>>> Paper Checks and Statements


10:30 a.m. - 10:45 a.m. Break

Sponsor Feature: Meet Abacus

10:45 a.m. - 11:45 a.m. Treating Your Practice Like a Client - Part III

>>> Hiring

Half, Robert, On Hiring

>> Outside Business Interest

>> Dissolution and Ouster: Breaking Up Doesn’t Have to Be Hard To Do

ABA: Breaking Up Is Hard to Do: Ethics Concerns When Your Firm Splits Up or When a Lawyer Leaves for Another Firm H. Identifying Hidden Enemies

>> Identifying Hidden Enemies

Kiehl, Kent A., Psychopath Whisperer: The Science Of Those Without Conscience


11:45 a.m. - 12:45 p.m. Lunch

Signature Sandwich

12:45 p.m. - 1:45 p.m. Craft Work-Life Blend

>>Life-Work Blend

>> Plan Tomorrow Today

>> Manage Interruptions and Distractions

>> Plan Tomorrow Today

>> Manage Interruptions and Distractions

>> Mind

>> Manage Meetings

>> Delegate

>> Reduce or Suspend Your Practice

>> Health



Why You Should Get Up Earlier and How To Actually Do It
by Timo Kiander

14 Essential Steps for Taking Action Now!
by Timo Kiander


The Anxious Lawyer by Jenna Cho and Karen Gifford

Mindset by Carol Dweck

The Insomnia Workbook by Stephanie Silberman

Do It Tomorrow by Mark Forster

The Checklist Manifesto by Atul Gawande

1:45 p.m. - 2:45 p.m. Build a Culture of Compliance

>> Ambulance Chasing – A Case Study

>> How Could You Not Know?

>> Don’t Assume That Just Because There Is a Clear Rule – Everyone Will Follow It

>> Additional Steps to Ensuring a Culture of Compliance


KnowBe4 | Human Error Conquered



2:45 p.m. - 3:00 p.m. Break

Sponsor Focus

3:00 p.m. - 4:00 p.m. Craft Client Community

>> Alternatives To Client Community

>>> Traditional Advertising

>>> Social Media Advertising

>>> Decreasing Efficacy Encourages Unprofessional Solicitation

>> Craft Your Client Community


Abacus Next, Law Office Management Software, Stores client email communications and makes billing them optional. Call (800)726-3339 for more information.

>> Grow Your Client Community

>> Scale Your Client Community


Tribes: We Need You to Lead Us by Seth Godin

>> Scale

7L: The Seven Levels of Communication: Go From Relationships to Referrals by Michael J. Maher


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