The Practice Management Review: What To Do When The Law Society of Upper Canada Comes For You! (YLD) (Archvied Video Stream) 

Nov. 30, 2011
Toronto Online

ARCHIVED VIDEO STREAM

This is the archived version of a program presented on November 30, 2011.  This will not become available until 2 weeks after the orginal program date.  To order this format please click on the "REGISTER NOW" button.   If you prefer
another format for this program please choose from the listing on the right hand side.

Prepare yourself when the Law Society selects you for a practice management review. Rise to the occasion with authority and confidence by systematically targeting critical issues and by learning how to implement the Law Society Practice Management Guidelines. Maximize competence and develop strategies, while enhancing practice management skills and reinforcing professional responsibility awareness for ultimate results.  Explanations and solutions abound for sole practitioners, in-house counsel, and lawyers in large, medium, and small firms.

Program Chair:

Jeffrey M. Minicucci, Barrister & Solicitor

9:00 am

An Introduction to Practice Management Compliance
Get the facts and understand the purpose and scope of a practice management review
Jeffrey M. Minicucci, Barrister & Solicitor

9:30 am

The Foundation of Competent Practice
Demonstrating competence is the key to succeeding at a practice management review. Discover a lifetime of unique perspectives on achieving competence in the practice of law from the founder and editor of the Law Society of Upper Canada Gazette.
John D. Honsberger, QC, LSM, Raymond & Honsberger

10:00 am

They Can Do That? Ten Things You Need to Know About the Regulatory Framework Applicable to Practice Management
Understand the sources of law and regulation behind a practice management review including the Rules of Professional Conduct, the Law Society Act, and the By-Laws.
Glenn M. Stuart, StuartLaw

10:30 am

Break

10:40 am

The Practice Management Guidelines: The Point, The Scope, The Resources
Learn the Practice Management Guidelines and tailor them to your practice as a sole practitioner, in-house counsel, or lawyer in a large, medium, or small firm.
Understand the Law Society's expectations of competence and proficiency concerning financial recordkeeping, conflict checking systems, file maintenance checklists, client servicing skills, time docketing, and choosing technological resources.
Understand the Basic Management Checklist.
Karen K. H. Bell, McCarthy Tétrault LLP, Director, Professional & Client Education

11:10 am

Practice Review: A Review
Lawyers in private practice who are one to eight years from having been called to the bar are subject to random selection for a practice management review. Learn practical strategies on how to prepare for the day of the review.
James C. Morton, Steinberg Morton Hope & Israel LLP

11:40 am

A Practice Reviewer's Perspective
A Law Society of Upper Canada practice reviewer demystifies the review process.
Learn how sole practitioners, in-house counsel, and lawyers in large, medium, and small firms can expect to be evaluated at a practice management review.
Learn how to implement the practice reviewer's suggestions or directions.
Jadranka Cavrak, Practice Review Counsel, The Law Society of Upper Canada
Ajit S. John, Counsel and Assistant Manager, Practice Review, The Law Society of Upper Canada

12:10 pm

A Lawyer's Perspective
Learn from the experiences of lawyers who have undergone a practice management review.
Lawyer Panel

12:55 pm

Questions

1:00 pm

Program Concludes

 

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    Cost
    For 1 to 3 Participants
    CBA Member: $145*
    Non-Member: $185*

    For 4 or more Participants
    CBA Member: $195*
    Non-Member: $250*
    E-Materials included in the registration fee
    *plus applicable taxes

    Not attending the program?
    The materials for this program will be made available for purchase approx. 1 week after the orginal program date from our publications store. Go to www.oba.org/publications for further details.

 

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