Planning a Firm Retreat 

Jan. 19, 2017
Toronto ON


Law firm retreats can be positive experiences for law firms. Lawyers can walk away excited about new opportunities and feel energized about enhanced relationships. Alternatively, retreats can be dreadfully boring, expensive, and forgotten events. How should a firm should go about planning an effective firm retreat and to what end? Learn how to determine when and why a law firm retreat is needed for your firm. Who should organize your firm’s next retreat? And, what should a firm retreat ‘follow up’ involve? This Managing Partner Roundtable session will provide guidance on selecting a suitable format and structure, generating topic ideas for discussion, preparing an agenda, choosing an ideal location, and pros and cons of retaining an outside facilitator.


Sandra Bekhor, Practice Development Consultant, Bekhor Management


George Cottrelle, Partner, Keel Cottrelle LLP



Date: Thursday, January 19, 2017
Time: 8:15 am Registration & Continental Breakfast
8:30 am - 9:30 am Program
Location: Twenty Toronto Street Conferences and Events
20 Toronto Street, 2nd Floor | Toronto, ON | M5C 2B8


CBA Member: $45* | Non-Member: $75*

*plus applicable taxes


Also, mark the next sessions in your calendar - March to June, 2017, occurring on the third Thursday of each month listed below:


March 16, 2017
8:30 am - 9:30 am

Improving Efficiency at Your Firm
Improved efficiency and productivity is a key component for maintaining a competitive edge in an ever-changing legal landscape. Hear from our tech savvy speakers who will share practice management tips, tricks, and tools that you can use to help you boost your productivity. Discuss effective methods of sharing institutional knowledge that you have developed over the years to bolster efficiency at your firm.

April 20, 2017
8:30 am - 9:30 am

The Next Generation of Managing Partners and Succession Planning
How can you prepare the next generation of managing partners to sustain and grow your client relationships and practice? Hear different perspectives from two different generations of managing partners. Gain practical tips on how to improve transparency to understand different goals and facilitate a smooth transition. Join us for a candid discussion and leave equipped with practical tips on how to cultivate and retain the next generation of firm leaders.

May 18, 2017
8:30 am - 9:30 am

Building a Law Firm Team that will Stay Together
How can law firms build a team that will stay together? Join us for a discussion on how to identify and train future leaders who will ensure your firm’s longevity. Learn how your firm can build a positive work culture. Hear strategies on fostering cohesiveness to replace the silos that might exist in your firm. Understand how to enhance transparency about the goals of your partners, associates, and staff to boost profitability and happiness at your firm. Gain practical tips on implementing knowledge sharing practices at your firm to increase efficiency.

June  15, 2017
8:30 am - 9:30 am

Financial Metrics:  Measuring Law Firm Revenue
What are the best financial metrics for measuring revenue at your law firm? Hear about different methods employed by law firms to analyze their financial data, including key performance indicators. Explore options for measuring profits generated by partners and associates.


These programs are intended for managing partners and executive committee members of law firms of five to fifty lawyers and are not a networking referral group.  The focus is on a high level knowledge and experience exchange.  These programs in the series are designed for a small group setting therefore seating is limited for these highly interactive sessions.



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