Everyone wants to retire someday but attorneys face unique challenges. Walking away from their life’s work and clients who have trusted their advice for years can be difficult. Even if these challenges are overcome, how does the firm cope with the retirement of one of its key rainmakers or founders? Who is going to take care of the clients and ensure they remain clients? Where will new clients come from? Succession planning lays the foundation for your firm’s future and creates a path forward through what could be a difficult transition. Our experts will explain the key waypoints and how to plan for the inevitable hazards and detours as you plan for your firm’s future.
After completing this session, attendees will understand the purpose of succession planning and how to begin creating a succession plan for their firm.
Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, processes and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010.
Jeffrey S. Krause, Esq. is a Wisconsin attorney, legal technology and efficiency consultant with Affinity Consulting. He has worked with hundreds of legal organizations across the country and has spent the last twenty years helping other lawyers choose the right technology, use it the right way and run their law practice like a business. Krause is a past chair and long-time planning committee member of the Wisconsin Solo and Small Firm Conference as well as the Milwaukee Bar Association Law & Technology Conference. In 2014, he helped develop the Wisconsin State Bar Association’s Business School for Lawyers initiative.
“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”
This seal may be used exclusively for activities that have been pre-approved by HRCI 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.
April 09, 2019 3:00 PM Eastern
Association of Legal Administrators
CLMSM Recertification Credit: 1.00
For other credit opportunities, please check the program description or email firstname.lastname@example.org
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ALA Member Price:$109.00