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CLE
The New Lawyer Experience: Hit the Ground Running

DATE& LOCATION: April 25, 2006
Oklahoma Bar Center
Oklahoma City
CLE CREDIT: This course is not eligible for mandatory CLE credit. This is an informational course.
TUITION: FREE but preregistration is required. Walk-ins will not be accepted.
CANCELLATION POLICY: Cancellations will be accepted at any time prior to the seminar date.
ON-LINE REGISTRATION: Please register by emailing Mark with your name and bar number. You may also call Mark at 416-7026.
PROGRAM:
Program Planner/Moderator
Jim Calloway

Director, OBA Management Assistance Program, Oklahoma City
 
Who Should Attend the New Lawyer Experience?
  • New admittees who will be opening their own practices
  • Experienced lawyers who are leaving employment to open their own practices
  • Young lawyers who wish to improve their law office operations
  • Lawyers considering a change in a practice setting

8:30 Registration and Continental Breakfast
9:00 OPENING A BUSINESS
  1. Starting the law practice
  2. Differences between being an employee and running a business
  3. Business entity selection
  4. Physical location/practice setting options
  5. Liability insurance and other aspects of risk management
  6. 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
  1. Profit, loss, and the importance of good financial reports
  2. Establishing practice areas
  3. Setting fees
  4. The importance of work flow systems and tracking work in progress
  5. Client file management
  6. Billing (retainers, mechanics of billing, “alternative billing,” getting paid)
Jim Calloway
Director, OBA Management Assistance Program, Oklahoma City
10:50 MARKETING
  1. Developing a marketing plan
  2. Ethical marketing strategies
  3. Differences in marketing vs. public relations
  4. Budgeting - Marketing on a tight budget or no budget
  5. Generating referrals - Word of mouth is your best marketing tool
  6. Advertising: From the newspaper to the Yellow Pages
  7. Internet-based marketing
  8. 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
  1. The trustworthy trust account
  2. Ethical issues facing small firm lawyers
  3. Role of OBA General Counsel
  4. Ethics resources
Dan Murdock
OBA General Counsel, Oklahoma City
  1. OBA General Counsel, Oklahoma City
Gina Hendryx
OBA Ethics Counsel, Oklahoma City
1:20 Break 
1:30 COMMUNICATION AND PROFESSIONALISM
  1. What is professionalism? Real life law practice vs. TV
  2. Client Communications
  3. Communication and dealing with other attorneys
  4. Communications with the court
  5. Technology and communication tools
  6. Dealing with “bad news” and “bad clients”
Jim Calloway
Director, OBA Management Assistance Program, Oklahoma City
2:20 TECHNOLOGY
  1. Law office hardware, from computers to copiers to phones
  2. The small law firm technology software shopping guide
  3. The Internet and the 21st Century lawyer - Online research and other resources
  4. Using technology to promote client services
  5. Mobile phones, PDAs and other gadgets. What do you really need?
  6. Q & A
Jim Calloway
Director, OBA Management Assistance Program, Oklahoma City
3:10 Adjourn
General Public
Bar Admission
Lawyers Resourcess
Ethics & Professionalism
CLE
Legal Research
News and Events
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