Building a Successful Unbundled Practice – An Interactive Workshop 

Jan. 31, 2018
Vancouver BC

Veuillez notez, cet événement sera disponible en anglais seulement.

Presented by the Canadian Bar Association British Columbia Branch

Time: Registration/Breakfast: 8:15 am-8:30 am (Breakfast Included)
Seminar: 8:30 am-4:30 pm (Lunch Included)
Location Change: Law Society of British Columbia
PLTC Meeting Rooms (2nd floor) - Rooms 204 A&B
845 Cambie St, Vancouver, BC 
Speaker: Forrest (Woody) Mosten, Mediator and Collaborative Attorney, Certified Family Law Specialist, Adjunct Professor of Law at the UCLA School of Law
 
Fees:
(New Student Rates)

CBA Members
$300.00 for CBA member Student Rate (+GST)
$440.00 for CBA members (+GST)

Non-CBA Members
$575.00 for Non-CBA Student Rate (+GST) - Student Registration Form (PDF)
$790.00 for Non-members (+GST)

*If you are a non-member, you may create an account and register, or fill out the attached PDF Registration Form.

Note: This is a very hands on workshop, which includes roleplays and simulations, and as such, we are unable to offer this workshop as a remote (Webinar/Teleconference) option.


BEST WESTERN GRANVILLE ROOM RATES BELOW...

RSVP:

Thursday, January 25, 2018


Course Details:

Designed for family lawyers, judges, and other family professionals is presented by internationally renowned family lawyer Forrest “Woody” Mosten, recognized as the father of Unbundling, and supported by a group of experienced BC unbundling lawyers.

This workshop will focus on building the skills you need to create a successful unbundled law practice.


Agenda:

8:15am - 8:30am
 
Registration
 
8:30am - 8:45am

 
Welcome, Introduction and Plan for the Day
Nancy Cameron, Nancy Cameron Law Corporation
 
8:45am - 9:30am





 

Session One
The Foundations of Unbundling
A. US and Abroad
B. A Family Members Perspective
C. BC / Canada Perspective

 

9:30am - 10:00am


 

Session Two
Intake and Initial Consultation
A. Panel Discussion

10:00am - 10:15am

 
Morning Health Break

 
10:15am - 11:15am





 
Session Two Continued
B. Simulation
Unbundling lawyer and client walking through the
first few steps of the relationship 
C. Feedback and Discussion/Questions from Audience

 
11:15am - 12:00pm




 

Session Three
Creative Unbundling Pricing Strategies
A. Panel Discussion
B. Feedback and Discussion/Questions from Audience


 

12:00pm - 1:00pm
 
Working Lunch
 
1:00pm - 1:35pm







 

Session Four
Effective use of Written Retainer Agreements, Scope Creep
and Ending the Lawyer/Client Relationship

A. Overview of the Toolkit Agreements and Schedules
B.
 How to monitor and modify retainer agreements /
conversion to other methods / when and how to
end relationship

1:35pm - 3:00pm











 

Session Five
Role-plays, Discussions, and Debrief

A. Part 1 Introduction and Instructions
B. 
Participant Roleplay Part 1
Discussion between lawyer and client about taking on more tasks
C. Small Group Debrief

D. 
Part 2 Intoduction and Instructions
E. Participant Roleplay Part 2

Discussion between lawyer and client about ending the relationship
F. Large Group Febrief – All and Coaches 

3:00pm - 3:15pm
 
Afternoon Health Break
 
3:15pm - 4:30pm





 

Session Six
Reshaping your Practice to Unbundle
A. Moderated Interview with Woody Mosten
and Nancy Cameron
B. Questions / Discussion
C. Thank you's and Concluding Remarks


The workshop will:

  • Provide foundational knowledge of unbundling – history and relevance today
     
  • Give you tools to handle the nuts and bolts of limited scope legal services
     
  • Help you design your practice to effectively deliver unbundled legal services in a way that is l ucrative and enjoyable
     
  • Give you knowledge and hands-on experience with areas of focus including:
     
    • The critical intake/assessment/initial consultation process
    • The development of creative pricing strategies
    • The effective use of retainer agreements and how to handle “scope creep”
    • How and when to end the lawyer/client relationship
       
  • Help you to reshape your practice to incorporate unbundling
     


About our Speaker:

Forrest “Woody” Mosten, JD, is frequent contributor to the Family Court Review for the past 25 years. Woody is internationally recognized as the “Father of Unbundling” for his pioneering work in limited scope representation to provide affordable and understandable legal services to the underserved members of our society. He is in solo private practice as a family lawyer and mediator in Los Angeles, in which unbundling, collaborative practice, representing clients in mediation and other non-litigation conflict prevention activities are the foundation of his work with clients.

Woody is Adjunct Professor of Law at the UCLA School of Law and has taught extensively at other law schools. He is the author of five books and numerous articles about unbundling and other issues of legal access and peacemaking. He was Convener of the first National Unbundling Conference in Baltimore in 2000, was Editor of the Family Court Review’s special issue on unbundling in 2002 and served as Keynote Speaker at the 2017 National Conference on Unbundling sponsored by IAALS and the ABA in Denver. Since 1989, Mosten has served as Chair of the Client Consultation Competition affiliated with the International Bar Association. This worldwide law student activity now bears his name www.brownmosten.com.

Mosten was appointed to the ABA Standing Committee for Delivery of Legal Services, the ABA Commission on Interest on Lawyers Trust Accounts and has received the ABA Lifetime Achievement Award and the ABA Lawyer as Problem Solver Award for his contributions in Legal Access and Innovative Law Practice as well as the LA County Bar Association Conflict Prevention Award and was named as Peacemaker of the Year by the Southern California Mediation Association.


 

ROOM RATES

Best Western Plus Chateau Granville 
Rooms are subject to availability so please consider booking well in advance.

Please quote company’s name when making a room reservation “Canadian Bar Association’’

  • Email: res@chateaugranville.com
  • Telephone: 604-669-7070
    • Superior King or Queen (single/double)
      $125+taxes per room per night
       
    • One Bedroom Suite King or two double beds (single/double)
      $135+taxes per room per night


ACCREDITATION

6 Hours of Approved Continuing Professional Development in BC
Attendance at this seminar will provide you with 100% of the required 2 hours of the ethics, professional responsibility and practice management component for your 2018 Law Society of BC reporting.

For GST exemption please use the PDF registration form.
Cancellation Policy: Once payment has been processed there will be no refund issued.

CBABC reserves the right to cancel or reschedule courses or change speakers, location or content.

 

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    Two ways to register:
    Online

    General Registration Form

    Student Rate Registration Form

     



    GREEN & PAPERLESS APPROACH

    Course Materials/Handouts:

    • All materials will be delivered electronically one day prior to the course date.
    • They will also be available for download via the HANDOUTS tab on this page.

     

     

 

CONTACT INFO

Professional Development Dept.
Email: pd@cbabc.org
Telephone: 604-687-3404
Toll Free: 1-888-687-3404