LIVE IN DURANGO!

It is not easy to run a successful small law firm and be an effective lawyer. Youfrequently need to resolve the tensions between the should of timely billing,

reviewing financial statements and cash flow, motivating employees, managingyour cases, and actually doing the legal work for which you were trained.

Without a system to guide your practice, it will be hard to avoid problems and workyour way out of the morass you have created by practicing law ad hoc.

WHAT OTHERS HAVE SAID ABOUT THIS SEMINAR:

“Very Informative. Stories provided great examples and lessons”“Funny, charming and relevant”

“Best presentation of the entire conference!”“Frank understands how to present his information in a meaningful and

useful manner. He is truly a master communicator!”

REGISTER TODAY!

Run Your FirmLike a Business

Is This Seminar For You?If the tension between the actual practice of law and the

administrative or business demands seems never ending, then this seminar is for you!

This Seminar is all about systems: how to design them,implement them, and stick to them.

IT WILL REVOLUTIONIZE YOUR PRACTICE!

LIVE PROGRAM:MARCH 6, 2015

Every attendee receives a copy of theABA book “Run Your Firm Like aBusiness: An Operations Guide for the Solo Practitioner and Small Law Firm”by Frank T. Lockwood

At the Durango Public Library – Classrooms #1 & #21900 E 3rd Ave, Durango CO 80101

CLE CREDITS: Submitted for 3 General CLE Credits

PROGRAM AGENDA:Presented by Frank T. Lockwood, Durango, CO

8:30 - 9:00 am REGISTRATION/CHECK-IN

9:00 am - 12:00 noonPROGRAM

Effective Information Management • Telephone calls: Proactive or Reactive?• Intake & Client Selection, part 1• Mail, Deliveries, E-mail, and Faxes

Intake and Client Selection• Initial Consultation charge or free?• Client Selection Process• Retainer Agreements

Effective Case Management • Weekly Case – Review Meetings• Issues and Goals• Task Assignments• Case Tracking• File Organization and Responsibility

Integrated Timekeeping, Billing, and Collection • Timekeeping Chaos and Solutions• Bill Assembly and Production Timetable• Personnel Assignments• Accounts Receivable and Collections Steps – Decision Time

Employee Hiring, Motivation and Performance• Job Descriptions, Interview Process, and Hiring• Evaluations• Training, Salaries, Bonuses, and Incentives• The Firm's Mission Statement

Marketing [not so] Secrets • Specialization and Competency• Community & Bar Association Work & Public Service• Advertising Do's and Don’ts

Manage the Firm Like a Business • Administration• Location, Office Design, Furnishings & Equipment• Technology• Insurance• Asset Creation

Know Your Numbers • What Is Your Effective Billing Rate?• Understanding and Using Your Financial Statements• Cash versus Accrual• Actual Monthly versus Cash Flow

You Need Professional Help • CPA• Human Resources• Banker• Getting Your Own Lawyer

REGISTER ONLINE! Go to www.cobarcle.org

BOOK ORDER FORM

MENTAL HEALTH LAW

FOR CLE USE ONLY: Check No. :__________________ Approval No. :________________

Name(s) ____________________________________________________________________________________________________________________

Attorney Reg. No. ______________________________________________________________________________________________________

Firm/Organization__________________________________________________________________

E-Mail Address __________________________________________________________________________________________

Street Address ______________________________________________________________________________

City / State / Zip____________________________________________________________________

Telephone ( ) ______________________________________________________________

Fax ( ) ______________________________________________________________________________

PAYMENT METHOD❏ Enclosed is my check made payable to CBA-CLE❏ VISA ❏ MasterCard ❏ AmEx

Credit Card # ______________________________________________________________________

Exp. Date ____________________________________________________________________________________

Signature ____________________________________________________________________________________________________________________________________________Required for credit card orders

All registrations must include a check or charge card information. Mail to CLE, 1900 Grant St., Suite300, Denver, Colorado 80203-4303. You may register by phone or fax when using MasterCard, Visa or

AmEx. Phone 303-860-0608 • Fax 303-860-0624

LIVE PROGRAM ORDER FORM

STEP 1 - PROGRAM REGISTRATION

❏ Live Program: MARCH 6, 2015 (LP030615L)Durango Public Library, Classrooms #1 & #21900 E 3rd Ave, Durango CO 80101

STEP 2 - REGISTRATION CATEGORIES:

❏ Non-member: ..........................................................................$179❏ CBA Member:..........................................................................$139❏ CBA Solo Small Firm Section Member:...................................$119❏ Elite CLE Pass Holder w/Printed Book:...........................$79

PROGRAM ORDER FORM TOTAL $

$$$$

$

Price

Shipping & Handling

Subtotal

Applicable Sales Tax(7.62% Denver, 4% RTD and 2.9% rest of Colo.)

HOMESTUDY TOTAL

10.95NOTE: Shipping & handling onlyapplies to orders you receive viamail. Materials will be mailed to

you approximately 2 weeksafter live program.

STEP 1 - “Run Your Firm Like a Business” Book ONLY

❏ Purchase Book ONLY (CLE Item Number: ZRYFLA14B)

Total Copies of the Book Requested: ___________

STEP 2 - COST FOR BOOK ONLY:

❏ Non-member: $ 79.95 (per book/plus S&H)❏ CBA Member: $ 65.95 (per book/plus S&H)

Or FAX form when using VISA, MasterCard or AmexFAX to: (303) 860-0624

Or MAIL form toCLE in Colorado1900 Grant St, Suite 300Denver, CO 80203-4303

Or Register ONLINEwhen using VISA, MasterCard or AmexGo to www.cobarcle.org

Register by PHONE when using VISA, MasterCard or AmexIn Denver: (303) 860-0608Toll-Free: (888) 860-2531

RUN YOUR FIRM LIKE A BUSINESS - REGISTRATION FORM

ABOUT THE FACULTY AND AUTHOR

Throughout his 30-year legal career, Frank Lockwoodhas been a leader in innovation in the practice of law. Hewas the first lawyer-mediator trained in the State ofHawaii, was founder and Chair of the Section onAlternative Dispute Resolution of the Hawaii Bar,successfully advocated the use of mediation in FamilyCourt cases, and designed and conducted the firstmediation training for judges and lawyers. He pioneered

the use of spreadsheets in alimony and property settlement cases in divorceand designed the first computerized family court forms program in Hawaii. Hewas Chair of the Family Law Section of the HSBA. Mr. Lockwood also installedcomputer systems into laws firms and trained lawyers and staff in the use ofvarious software applications. He first conceived of the very successfulVolunteer Settlement Master Program in the First Circuit Court of Hawaii.

Mr. Lockwood is the author of the highly-regarded Run Your Firm Like aBusiness: An Operations Guide for the Solo Practitioner and Small Law Firm(ABA 2013). In 2014, he wrote two articles on best law practices, whichwere published in the ABA’s GPSOLO Magazine. After selling his practice tohis younger partners, he retired to Durango, Colorado where he lives withhis wife, June, and his dog, Lanikai. He now teaches and consults withlawyers all over the country on re-thinking and redesigning more efficientsystems for their law firms.

ABOUT THE BOOK

Run Your Firm Like a Business: An Operations Guide forthe Solo Practitioner and Small Law Firm

by Frank T. Lockwood

SUMMARY TABLE OF CONTENTS:IntroductionChapter 1: How to Design an Effective

Information Management SystemChapter 2: How to Choose Your Clients WellChapter 3: How to Implement a Fail Safe Case Management SystemChapter 4: How to Implement an Integrated Timekeeping, Billing,

and Collection SystemChapter 5: How to Choose Your Employee WellChapter 6: How to Treat Your Employees WellChapter 7: Marketing SecretsChapter 8: Manage the Firm Like a BusinessChapter 9: Know Your NumbersChapter 10: You Need Professional HelpChapter 11: Law Firm Ecosystem

Run Your Firm Like a Business, First Edition (ABA Book Publishing2013). CLE Item Number: ZRYFLA14BCBA Member: $ 65.95 | Non-member: $ 79.95