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BUSINESS PLANNING

Starting and Succeeding in Your Own Practice

Sponsored with the New Lawyer's Section of the Boston Bar Association

Please Note: This course has already been held.

Date: Thursday, January 22, and 29 2009

Location: Suffolk University Law School, 120 Tremont St., Boston, MA
Time: 04:00 PM - 07:30 PM

Faculty
Registration Information

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Yes, the economy is tough. But many small law firms are thriving -- doing well both organizationally and financially. In fact, there is a new trend in the practice of law. The old partnership model is being replaced by the solo practice. More and more lawyers are finding that sole practice has tremendous advantages and that using the right tools brings success and profits. Today, solo owners go beyond being simply sole practitioners. They are building firms with fifteen or more attorneys and even more staff members.

If you are going to succeed by building your ideal law practice, you must know where you are starting, where you want to be, and how you will get there. To do that, you need a clear, well-defined, road map. Your business plan is that road map. And, it is the business planning process that will help every participant to design a new law practice with the greatest potential for success.

This unique program will teach each attendee how to build a carefully crafted business plan. By the end of the second session, every participant should be well on the way to completing a unique business plan for a successful practice.

Attend and Learn:
  • How to determine whether starting an independent practice is right for you
  • How to understand the key components of a law practice plan and how they apply to your goals
  • How to identify your operational requirements and learn how to keep your practice running
  • How to make your practice unique and how to target the right market segment
  • How to identify the competition and determine your competitive advantage
  • How to craft a unique sales and marketing plan
  • How to write a complete business plan for your own practice

  F A C U L T Y

  Freya Allen Shoffner, Esq., Chair
  Shoffner & Associates, Boston, MA
   
  Gina M. Braza, Esq.
  Alavi + Braza, P.C., Boston, MA
   
  Kathy Jo Cook, Esq.
  KJC Law Firm, LLC
   
  David J. Correira, Esq.
  Correira LLP
   
  Ernst Guerrier, Esq., Chair
  Guerrier | Suarez LLP
   
  Matthew B. Lowrie, Esq., Partner
  Foley & Lardner LLP, Boston, MA
   
  Christopher Marston, Esq.
  Exemplar Law Partners, LLC, Boston, MA
   


  S C H E D U L E / A G E N D A

DAY ONE, JANUARY 22, 2009

4:00 WELCOME AND INTRODUCTIONS-GOALS FOR SESSION
  • Planning your way to success
  • How to make a business plan that will serve as a foundation for your successful practice
  • Great examples of different plans for different firms
Freya Shoffner, Esq.



4:15 MAKING THE DECISION
  • Is this for you?
  • 10 questions to consider
Freya Shoffner, Esq. and Chris Marston, Esq.



4:40 THE FIRST SECTION OF THE PLAN-DEFINING YOUR COMPANY
  • Mission Statement
  • Where have you been?
  • Where are you now?
  • Where are you going?
Freya Shoffner, Esq. and Matt Lowrie, Esq.



5:15 Q & A AND DISCUSSION ON STARTING YOUR OWN PLAN

5:35 NETWORKING BREAK

5:55 CHOOSE YOUR PRACTICE AREA
  • What makes you special?
  • Why are your services needed?
  • What is your pricing structure?
Freya Shoffner, Esq., Gina Braza, Esq. and Christopher Marston, Esq.



6:40 THE COMPETITION
  • Who is your competition?
  • Exactly what do they do?
  • How well do they do it?
  • What are clients really looking for?
  • What is your competitive advantage?
Freya Shoffner, Esq., Gina Braza, Esq. and Ernst Guerrier, Esq.



7:15 Q & A AND DISCUSSION

7:30 CONCLUDE


DAY TWO, JANUARY 29, 2009

4:00 OPERATIONAL REQUIREMENTS, MANAGEMENT AND ADMINISTRATION
  • How to get it running and keep it running
  • Duties and responsibilities
  • Compensation and ownership
  • Outside services
  • Planning for expansion
  • Organizational chart
  • Management objectives
  • Execution
  • Capitalization costs for general and administrative
  • General and administrative budget
  • Risk Management
Freya Shoffner, Esq., Kathy Jo Cook, Esq. and Matt Lowrie, Esq.


4:45 THE MARKET
  • How big is your potential market?
  • What are the trends?
  • Who are the clients?
  • What is the market potential?
  • What share of the market will you take?
  • What marketing strategies will you use?

Freya Shoffner, Esq., David Correira, Esq. and Ernst Guerrier, Esq.


5:45 Q & A AND DISCUSSION

6:00 NETWORKING BREAK

6:20 SALES AND MARKETING
  • Why does a lawyer need marketing and sales plan?
  • What is a marketing plan?
  • How does a lawyer make a marketing plan?
  • How does a lawyer make a sales plan?
Freya Shoffner, Esq., Kathy Jo Cook, Esq. and David Correira, Esq.



7:20 Q & A AND PLAN DEVELOPMENT
Faculty will stay and provide individual assistance with your Business Plan.



8:00 CONCLUDE



  G E N E R A L   I N F O

Date:  

Thursday, January 22, and 29 2009

Tuition:  

$199; $149 for Suffolk alumni and attorneys admitted to the Bar after 2006 and BBA Members.



Walk-Ins:  

Space is limited. Registrations at the door are welcome, but please register in advance to reserve a seat and your written course materials or call to confirm space availability.



Refunds:  

If for some reason you are not able to attend, you may send a substitute or call no later than the business day before to receive a refund less a $15.00 cancellation fee. Otherwise, you will receive the course materials.



Location:  

Suffolk University Law School, 120 Tremont St., Boston, MA



Credit:  

Approved for CLE Credit in RI, NH, VT & ME.



Special
Needs:
 

If you have special needs addressed by the Americans with Disabilities Act, please notify us as soon as possible.



Scholarships:  

Are available to any attorney or professional employed in public service, or unable to afford the tuition. For more information, call 617-573-8627.




Directions to the Law School.

 

Unable to attend but are interested in the course materials?
Purchase Here!


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