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Category: News

Managing Your Law Office in Uncertain Times – CLE Webinar – September 28th @ 12pm C.S.T.

Practical Tips for Building a Solid Foundation for Your Practice

Running a law office can be a roller-coaster.
 
Some of the ups and downs are outside your control. But by taking surprisingly simple – and extremely effective – steps today, you can risk-proof your law practice against whatever terrifying plunge or hairpin turn awaits tomorrow.
 
Join us on September 28 at 12 noon CST for a master class on how to maintain law office excellence through good times and bad, taught by a pair of experts in the field.
 
Register here for the free CLE* webinar “Managing Your Law Office in Uncertain Times: Practical Tips for Building a Solid Foundation for Your Practice.”
 

  • See how a One Page Business Plan may be all you need
  • Learn safe and effective “scripts” for initial consultations and crucial client conversations
  • Receive a crash course in Law Office Budgeting 101
  • Discover the “Dirty Dozen” list of clients you should immediately send packing
  • Practice “Dreamstorming,” where you learn how to visualize – and bring about – desired outcomes

 
The presenters are attorney Gary R. Poole – a top trial attorney and thought leader in law practice management for almost 40 years – and Hannah Chapman of W2 Wealth Management, who helps lawyers obtain clarity as to their business and financial goals.
 
You DO NOT want to miss this CLE webinar. 

* CLE credit pending

Speakers

Gary R. Poole

Attorney at Law @Gary R. Poole, Attorney at Law

For almost 40 years, Gary R. Poole has been a top trial attorney and thought leader in law practice management. He owns the Law Office of Gary Poole in Chapel Hill, North Carolina, where he represents individuals who have been injured in motor vehicle accidents. Over the years, about 60 percent of Gary‘s clients have been in motorcycle accidents. Since 1991 Gary has worked with his paralegal Kristin Swofford, and in 1996 she helped him establish his solo practice. Gary helped launch a pioneering Lawyer Mentoring Program to guide new admittees in Orange County NC on issues of legal ethics, client relations, marketing and law office management. Gary graduated from the University of Chapel Hill-NC Law School in 1985 and is licensed in North Carolina.

Hannah Chapman

CFP®, APMA®, CRPC® @X2 Wealth Management

“I grew up in a family of entrepreneurs,” writes business and financial planner Hannah Chapman in her online bio. As a financial advisor for X2 Wealth Planning, Hannah helps businesses and entrepreneurs attain greater clarity for their financial, business and investment plans. She teaches the importance of brainstorming personal goals, exploring the “why” for these goals, and writing down possible solutions. She also works with professionals to create legacy and retirement plans and income strategies. She is a Forbes contributor.

Jay Reeves

The Risk Pro @Alta Pro Insurance

Ernest (Jay) Reeves Jr. has worked in the legal profession for more than 40 years, including 35 years of private practice in North Carolina and South Carolina (where he represented lawyers in licensing, ethics and bar disciplinary matters). He has also been Legal Editor at Lawyers Weekly and Vice President of Risk Management at Lawyers Mutual of NC. He has presented hundreds of CLE programs to lawyers and bar groups on practice management, ethics and tech topics, including the 10 Building Blocks of Risk Management, which he has presented across the U.S. and Canada. He was a panelist and moderator for the recent CLE webinars “Law Firm Cybersecurity Best Practices 2021” and “Putting Cybersecurity to Work in Your Practice,” both of which were CLE-accredited in multiple states.

Register for this upcoming webinar!

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