| 8:30 |
Registration and Continental Breakfast |
| 9:00 |
OPENING A BUSINESS |
|
- Starting the law practice
- Differences between being an employee and running a business
- Business entity selection
- Physical location/practice setting options
- Liability insurance and other aspects of risk management
- Business planning
|
|
Jim Calloway |
|
Director, OBA Management Assistance Program, Oklahoma City |
| 9:50 |
Break |
| 10:00 |
MANAGEMENT - MANAGING YOUR FINANCES, YOUR FILES, AND YOUR STAFF |
|
- Profit, loss, and the importance of good financial reports
- Establishing practice areas
- Setting fees
- The importance of work flow systems and tracking work in progress
- Client file management
- Billing (retainers, mechanics of billing, “alternative billing,” getting paid)
|
|
Jim Calloway |
|
Director, OBA Management Assistance Program, Oklahoma City |
| 10:50 |
MARKETING |
|
- Developing a marketing plan
- Ethical marketing strategies
- Differences in marketing vs. public relations
- Budgeting - Marketing on a tight budget or no budget
- Generating referrals - Word of mouth is your best marketing tool
- Advertising: From the newspaper to the Yellow Pages
- Internet-based marketing
- Analyzing your marketing efforts
|
|
Jim Calloway |
|
Director, OBA Management Assistance Program, Oklahoma City |
| 11:40 |
Networking lunch provided by Oklahoma Attorneys Mutual Insurance Company |
| 12:30 |
TRUST ACCOUNTING/LEGAL ETHICS |
|
- The trustworthy trust account
- Ethical issues facing small firm lawyers
- Role of OBA General Counsel
- Ethics resources
|
|
Dan Murdock |
|
OBA General Counsel, Oklahoma City |
|
- OBA General Counsel, Oklahoma City
|
|
Gina Hendryx |
|
OBA Ethics Counsel, Oklahoma City |
| 1:20 |
Break |
| 1:30 |
COMMUNICATION AND PROFESSIONALISM |
|
- What is professionalism? Real life law practice vs. TV
- Client Communications
- Communication and dealing with other attorneys
- Communications with the court
- Technology and communication tools
- Dealing with “bad news” and “bad clients”
|
|
Jim Calloway |
|
Director, OBA Management Assistance Program, Oklahoma City |
| 2:20 |
TECHNOLOGY |
|
- Law office hardware, from computers to copiers to phones
- The small law firm technology software shopping guide
- The Internet and the 21st Century lawyer - Online research and other resources
- Using technology to promote client
services
- Mobile phones, PDAs and other gadgets. What do you really need?
- Q & A
|
|
Jim Calloway |
|
Director, OBA Management Assistance Program, Oklahoma City |
| 3:10 |
Adjourn |
