CLE on

Opening Your Law Practice

Date(s) & Location(s)

October 1, 2013
Tulsa County Bar Center
1446 S Boston Ave

Oklahoma City
October 8, 2013
Oklahoma Bar Center
1901 N. Lincoln Blvd.

CLE Credit

This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 0 hours of mandatory CLE credit, including 0 hour of ethics.


This program is free, but you must register to attend.

Contact Renee Montgomery at (405) 416-7029 to register.

Program Planner/Moderator

Jim Calloway
Director, Management Assistance Program, Oklahoma Bar Association


8:30 a.m. Registration and Continental Breakfast

The Starting Line
Jim Calloway, Director, OBA Management Assistance Program

  • Resources for starting a law practice
  • Life as the business owner versus as an employee
  • Business entity selection
  • Physical location and practice setting options

It’s All About the Clients
Jim Calloway

  • Your Clients: You can’t be a lawyer without clients
  • Client communications: Easy in theory, often hard in practice
  • Establishing reasonable client expectations
  • Building client service and satisfaction systems
  • Dealing with “bad news” and “bad clients”
11:00 Break

How to Manage-Everything!
Jim Calloway

  • Financial procedures and controls
  • Managing work flow
  • Time Management
  • Fees and Billing
  • Collection strategies
  • Risk Management
12:00 p.m.
Lunch provided by Oklahoma Attorneys Mutual Insurance Company

Malpractice Insurance and Other Risk Management Issues
Phil Fraim, President, Oklahoma Attorneys Mutual Insurance Company

1:00 Professional in the Practice of Law
Judge David Lewis, Presiding Judge, Oklahoma Court of Criminal Appeals
1:30 Break

Trust Accounting and Legal Ethics
Gina Hendryx, OBA General Counsel

  • The role of OBA General Counsel
  • The role of OBA Ethics Counsel
  • Most common ethics questions
  • Trustworthy trust accounts
  • File and document retention
  • Ethical issues facing small firm lawyers
  • Simple guidelines for ethical conduct
  • Q&A
2:40 Break

Equipping the Law Office
Jim Calloway, Director, OBA Management Assistance Program

  • Law Office Technology – Critical choices for your practice
  • The Law Firm Shopping List – What you need (as opposed to what you want)
  • The Cloud
  • Future trends in legal services
3:30 Your Money: Accounting and Tax for Law Firms
Ted Blodgett, CPA, CVA, JD, Gray, Blodgett and Company, CPA’s
4:30 Adjourn