[Package] The Enterprising Lawyer: Taking Care of Business
Series A: Starting Your Own Firm

Sep. 17, 2015
Toronto ON

The Enterprising Lawyer: Taking Care of Business
Series A: Starting Your Own Firm

To learn more about The Enterprising Lawyer: Taking Care of Business, click here.

Series A:  Starting Your Own Firm

Thinking about starting your own firm?  Take charge of your own career.  Join us for all or any of the key modules to help start your own practice or refine your current one.  

Our experts will guide you through a step-by-step practical approach to essential components of starting your own practice.  Come away with a better understanding of what you need to know to set the right foundation for a successful legal practice.  Avoid common start-up pitfalls, gain a better understanding of various practice models, and obtain insight into what resources are available to help you reach your milestones.

Module 1 - Set the Right Foundation for Your Business:
From Values to Vision
Thursday, September 17, 2015
12:00 pm - 2:00 pm

Before you embark on opening your own practice, or renew your current business model, it is important to start at the most basic (and most often overlooked) level: identifying and understanding key factors about yourself.  The insights gained in this foundational session will inform all aspects of planning the essential building blocks of your business.  Spend the time to get clear on:

  • Articulating your 'why'
  • Identifying your values
  • Clarifying your vision
  • Identifying your strengths and what fuels you
  • Defining what success means to you
  • Addressing fundamental considerations of being your own boss

Ensure that your business is set up for success. Join Lisa Eisen and Ashleigh Frankel, Co-Founders of Click and Co. Corporate, for an interactive and engaging session that will lead you on a journey of self-assessment, experimentation and propel you into action.   It is never too late to set the right foundation for your practice.


Lisa Eisen, Co-Founder of Click and Co. Corporate
Ashleigh Frankel, Co-Founder of Click and Co. Corporate

Module 2 - Developing a Business Plan and Determining Your Business Structure
Tuesday, October 20, 2015
12:00 pm - 2:00 pm

Now that you have determined your core values and have a keen sense of the direction of your business, set your vision in motion by preparing a business plan and business structure that best compliments you.

A business plan is an important reference tool to help you organize short term and long term actionable goals.  Do you really need one?  Gain insight into the essentials of a successful business plan, how to set appropriate bench marks, track progress, avoid common risk exposure issues, and encourage growth.  Delve into:

  • Business Plan
    • Do you need one?
    • Examine essential parts of a business plan
    • Obtain forms and templates to help you get started
    • What resources are available to help you develop your plan?

  • Business Structures 
    • What different structures are available?  What is best for me?
    • Ethical issues, risk mitigation, liability considerations and implications of different business structures
    • Tax considerations and implications on chosen structure

  • Fee Structures 
    • How to determine your fees? What to charge? 
    • How do you make money (stay profitable)?
    • What FREE resources are available?
    • What are the advantages and disadvantages of a flat fee model?

  • Determining Your Client Base 
    • What kind of market research is helpful to determine scope of client base? What resources are helpful? 
    • Challenges and special considerations when starting from scratch compared to taking over an existing client base from a retiring sole practitioner or law firm
    • Is it harmful or helpful to my bottom line if I specialize?


Ian Hu, Counsel, Claims Prevention and practicePRO
Vikas Jain
, Small Business Consultant, Enterprise Toronto
Economic Development & Culture, City of Toronto
Quinn Ross, The Ross Firm Professional Corporation

Module 3 - How Am I Supposed to Sell Myself?:
Primer on Business Development and Revenue Generation
Thursday, November 19, 2015
7:30 am - 10:00 am

Your foundation is set.  What is the best way to build your business? Today's legal market is extremely competitive.  It takes a lot of grit and resilience to be a successful business person, beyond just being an outstanding lawyer – which is table stakes.  Think about what challenges exist in the market place and how you are going to provide a unique solution. 

Gain practical steps to commit to concrete goals and implement a plan which will start bringing in the business and increase your revenue.  Obtain insight into a comprehensive plan which will help you focus on your target client base, set you in the habit of executing your plan, build your profile and establish effective persuasion strategies.  Create or refine your business pitch. Become comfortable with asking for work.  Develop appropriate ways to measure your progress and success.  We hope that you will leave this session with confidence and able to have a sales conversation without fear!


Jodi Kovitz, Director, Client & Business Development, Osler, Hoskin & Harcourt LLP

This program and others in the series are available to members only:  JOIN NOW!

Program Details

Twenty Toronto Street Conferences and Events
20 Toronto Street, 2nd Floor | Toronto, ON | M5C 2B8

Program & Date: Module 1
Thurs., September 17, 2015
Module 2
Tues., October 20, 2015
Module 3
Thurs., November 19, 2015
Agenda: 12:00 pm Registration
12:30 pm - 2:00 pm Program
12:00 pm Registration & Lunch
12:30 pm - 2:00 pm Program
7:30 am Registration & Light Breakfast
8:00 am - 10:00 am Program

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    CBA Member: $100*

    *plus applicable taxes

    This program and others in the series are available to members only: JOIN NOW!



Ontario Bar Association
Tele: (416) 869-1047
Toll-free in Ontario
E-Mail: registrations@oba.org
Web: www.oba.org