Calendar of Engagements

    When: October 24, 2008 (11:30 a.m. - 12:30 p.m. ET)
    Title: Law Firm Leaders Conference
    Where: New York City, NY (Westin Hotel)
    Organization: American Lawyer Media

    When: September 25, 2008 (8:00 a.m. - 4:00 p.m. ET)
    Title: Exit Strategy: Selling & Other Strategies to Leave the Practice of Law?
    Where: Columbus, OH and satellite sites
    Organization: Ohio State Bar Association

    When: September 24, 2008 (3:00 p.m. - 4:00 p.m. ET)
    Title: LawBiz Coach's Summit (Must pre-register)
    Where: Columbus, OH, Offices of The State Bar
    Organization: Ohio State Bar Association

    When: September 13, 2008 (9:00 a.m.CDT)
    Title: The Great Idea Not Yet Implemented (Restricted to members)
    Where: Chicago, IL, Marriott Renaissance Hotel
    Organization: College of Law Practice Management

    When: May 20, 2008 (11:30 a.m. - 1:00 p.m. PT)
    Title: Clients and Practice Management
    Where: County of Alameda Conference Center, County Law Library Building, Oakland, CA
    Organization: Bernard E. Witkin Memorial Symposium
    Registration: Call (510) 272-6486

    When: May 2, 2008 (8:00 a.m. - 4:00 p.m. ET)
    Title: Sound Strategies & Best Practices for Law Firms: Boot Camp for the Small Firm
    Where: Cincinnati, OH
    Organization: Ohio State Bar Association

    When: May 1, 2008 (8:00 a.m. - 4:00 p.m. ET)
    Title: Sound Strategies & Best Practices for Law Firms: Boot Camp for the Small Firm
    Where: Columbus, OH
    Organization: Ohio State Bar Association

    When: April 30, 2008 (8:00 a.m. - 4:00 p.m. ET)
    Title: Sound Strategies & Best Practices for Law Firms: Boot Camp for the Small Firm
    Where: Cleveland, OH
    Organization: Ohio State Bar Association

    When: January 20, 2008 (10:15 a.m. - 12:15 p.m. PT)
    Title: Management Faux Paus - Effective Client Relations to Stay Away from the Disciplinary System
    Where: San Diego, CA
    Organization: State Bar of California, Section Education Institute

    When: December 6, 2007 (9:00 a.m. ET - 4:00 p.m. ET)
    Title: The Profitable Law Practice -- Strategies to Enhance Your Success
    Where: Cleveland Bar Offices, Cleveland, OH
    Organization: Association of Legal Administrators & Cleveland Bar Association

    When: November 14, 2007 (10:00 - 11:00 a.m. PT)
    Title: Collecting Your Fee: Getting Paid from Intake to Invoice
    Where: Teleseminar Series: http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: November 8, 2007 (6:30 - 8:00 p.m. PT)
    Title: Disaster Preparedness & Recovery Planning for Law Firms
    Where: Century City, CA
    Organization: Association of Legal Administrators, Greater Los Angeles Chapter

    When: October 27, 2007 (9:45 a.m. PT - 10:45 a.m. PT)
    Title: Finance Management Conference -- Disaster Recovery & Business Continuity
    Where: Hilon Los Angeles/Universal City, CA
    Organization: Association of Legal Administrators

    When: October 15, 2007 (2:00 p.m. ET - 3:00 p.m. ET)
    Title: Running a Law Practice: Strategic Steps to Success
    Where: Montreal, Canada
    Organization: Canadian Bar Association

    When: October 10, 2007 (10:00 - 11:00 a.m. ET)
    Title: Cash Flow: Sound Strategies & Best Practices
    Where: Teleseminar Series: http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: October 9, 2007 (4:00 p.m. ET - 7:00 p.m. ET)
    Title: Profitability Boot Camp for Small Firms
    Where: Social Law Library, Boston, MA
    Organization: Lawyers Weekly USA & Social Law Library

    When: October 5, 2007 (10:00 a.m. ET - 12:00 noon ET)
    Title: Running a Law Practice: The Coach's Summit
    Where: Shoreby Club, Bratenahl, OH
    Organization: Andy Birol's Entrepreneur's Circle

    When: October 4, 2007 (9:00 a.m. ET - 4:00 p.m. ET)
    Title: The Profitable Law Practice -- Strategies to Enhance Your Success
    Where: Cleveland Bar Offices, Cleveland, OH
    Organization: Association of Legal Administrators & Cleveland Bar Association

    When: September 30, 2007 (8:30 a.m. PT - 9:30 a.m. PT)
    Title: The Effect of Cash Flow and Profitability on Your Practice
    Where: Anaheim, CA
    Organization: Law Practice Management & Tchnology Section, State Bar of CAlifornia, Section Education Institute

    When: September 27, 2007 (10:00 a.m. PT - 12:00 noon PT)
    Title: Management Faux Paus
    Where: Anaheim, CA
    Organization: Law Practice Management & Tchnology Section, State Bar of CAlifornia, Section Education Institute

    When: September 19, 2007 (11:00 a.m. PT; 2:00 p.m. ET)
    Title: Opening a New Law Office -- A selected check list and comentary
    Where: Teleseminar Series: http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: August 11, 2007 (2:30 p.m. PT - 4:00 p.m. PT)
    Title: Financial Management: Sound Strategies & Best Practices -- Panel of CFO's
    Where: Moscone Convention Center, San Francisco, CA
    Organization: American Bar Association, Law Practice Management

    When: July 26, 2007 (12:00 p.m. Noon PT)
    Title: Disaster Preparedness & Business Recovery
    Where: San Jose, CA
    Organization: Silicon Valley Chapter, Association of Legal Administrators

    When: July 18, 2007 (11:00 a.m. PT; 2:00 p.m. ET)
    Title: Product-izing Your Practice -- Making the Intangible Tangible
    Where: Teleseminar Series: http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: 2007 (Second Wednesday of each month unless otherwise noted, 11 a.m. PT)
    Title: Teleseminar Series - West LegalEdcenter & LawBiz Management content provider
    Where:http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter, Thompson-West Publishing

    When: June 13, 2007 (11 a.m. PT - 12 noon PT)
    Title: Teleseminar Series:Exiting from law practice: The profitable exit strategy
    Where:http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: May 9, 2007 (11 a.m. PT - 12 noon PT)
    Title: Teleseminar Series - Creating a Financial Plan: Metrics for Success
    Where: http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: May 1, 2007 (10 a.m. PT - 11 a.m. PT)
    Title: Webinar: 10 Best Practices to Increase Your Firm's Profits
    Where:
    Internet
    Organization: J.D. Bliss -- http://www.jdbliss.com

    When: April 9, 2007 (11 a.m. PT - 12 noon PT)
    Title: Teleseminar Series: Fee Setting (Pricing) and Collecting
    Where:ttp://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: March 14, 2007 (11 a.m. PT - 12 noon PT)
    Title: Teleseminar Series: The First Essential to Success: Creating a Business Plan
    Where:http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: February 14, 2007 (11 a.m. PT - 12 noon PT)
    Title: Teleseminar Series - Managing Client Expectations
    Where: http://westlegaledcenter.com/clickthrough.jsp?name=LAWBIZ&direct=/program_guide/search_results.jsf?courseTopicType=1&provider=105&format=Previously+Recorded.Live+Webcast&sc_cid=Lawbiz_WS
    Organization: West LegalEdcenter

    When: January 19, 2007 (3 p.m. PT - 5 p.m. PT)
    Title: Avoiding Management Faux Pas
    Where: Berkeley, CA
    Organization: Section Education Institute, State Bar of California

    When: November 16, 2006 (10 a.m. PT, 1 p.m. ET)
    Title: Entry & Exit Strategies – Exiting From Law Practice by Merging, Retiring or Selling -- Law Practice Development Series
    Where: Teleseminar Series
    Organization: South Carolina Bar Association

    When: November 9, 2006 (10 a.m. PT, 1 p.m. ET)
    Title: Budgeting & Creating a Financial Plan -- Metrics for Success -- Law Practice Development Series
    Where: Teleseminar Series
    Organization: South Carolina Bar Association

    When: November 2, 2006 (10 a.m. PT - 1 p.m. ET)
    Title: Engaging the Client -- From Intake to Collection -- Law Practice Development Series
    Where: Teleseminar Series
    Organization: South Carolina Bar Association

    When: October 26, 2006 (10 a.m. PT - 1 p.m. ET)
    Title: Alternative Fee Setting - Billing to Collect -- Law Practice Development Series
    Where: Teleseminar Series
    Organization: South Carolina Bar Association

    When: October 19, 2006 (10 a.m. PT, 1 p.m. ET)
    Title: Creating a Marketing Plan That Assures Increased Revenue! -- Law Practice Development Series
    Where: Teleseminar Series
    Organization: South Carolina Bar Association

    When: October 12, 2006 (10 a.m. PT, 1 p.m. ET)
    Title: Creating a Business Plan for Profits -- Law Practice Development Series
    Where: Teleseminar Series
    Organization: South Carolina Bar Association

    When: October 8, 2006 (10:00 a.m. - 12:00 noon)
    Title: Avoiding Management Faux Pas in Client Relations: Effective Management for Improved Client Relatins: Panel Discussion with Scott Drexel, Chief Trial Counsel of The State Bar; Ellen Peck, Esq., former Trial Court Judge; and Edward Poll, Coach and Law Firm Consultant
    Where: Monterey, CA
    Organization: Law Practice Management & Technology Section, The State Bar of California

    When: October 7, 2006 (8:30 a.m. - 10:30 a.m.)
    Title: Client Expectations and Client Loyalty -- Directly to the Bottom Line
    Where: Monterey, CA
    Organization: Law Practice Management & Technology Section, State Bar of California

    When: September 21, 2006, 10 a.m. PT, 1 p.m. ET
    Title: Strategies for Effective Billing & Collecting
    Where: Teleseminar
    Organization: Constitutional Rights Foundation

    When: May 19, 2006 (9:00 a.m. - 4:00 p.m.)
    Title: Running a Law Practice: Strategic Steps to Success
    Where: Columbia, SC
    Organization: South Carolina Bar Association

    When: April 28, 2006 (1:30 a.m. - 6:00 p.m.)
    Title: Coaching Summit
    Where: Boston, MA
    Organization: LawBiz Management Co.

    When: April 11, 2006 (7:00 p.m. - 8:30 p.m.)
    Title: Disaster Recovery
    Where: West Orange, NJ
    Organization: Association of Legal Administrators, West Orange, NJ

    When: April 7, 2006 (9:00 a.m. - 12:00 Noon)
    Title: Legal Fees & Beyond for Increased Revenue
    Where: Minneapolis, MN
    Organization: Solo & Small Firm Success Conference, Minnesota Bar Association

    When: April 6, 2006 (1:30 a.m. - 5:30 p.m.)
    Title: Coaching Summit
    Where: Minneapolis, MN
    Organization: Solo & Small Firm Success Conference, Minnesota Bar Association

    When: March 30, 2006 (12:00 Noon - 1:30 p.m.)
    Title: Family Law Practice of the Future
    Where: Willamsburg, VA
    Organization: U.S. Chapter, International Academy of Matrimonial Lawyers

    When: January 27, 2006 (1:45 p.m. - 2:45 p.m.)
    Title: Managing Client Expectations
    Where: Loewe's Hotel, Santa Monica, CA
    Organization: State Bar of California

    When: January 20, 2006 (4:00 p.m. - 5:00 p.m.)
    Title: Ethically Speaking: Approaches for Successful Client Relations
    Where: Irvine, CA
    Organization: Orange County Bar Association

    When: November 30, 2005 (6:45 p.m. - 7:45 p.m.)
    Title: Disaster Recovery: Is there more than Katrina?
    Where: Beverly Hills, CA
    Organization: Beverly Hills Bar Association

    When: November 17, 2005 (7:00 p.m. - 8:00 p.m.)
    Title: Managing Client Expectations
    Where: Encino, CA
    Organization: Forensic Expert Witness Association

    When: October 29, 2005 (9:00 a.m. - 10:00 a.m.)
    Title: Managing Client Expectations
    Where: Bakersfield, CA
    Organization: Kern County Bar Association

    When: October 28, 2005 (9:00 p.m. - 10:00 p.m.)
    Title: Managing Client Expectations
    Where: Ontario, CA
    Organization: State Bar of California, LPMT Section

    When: October 27, 2005 (6:00 p.m. - 8:00 p.m.)
    Title: Collecting Your Fees
    Where: San Diego, CA
    Organization: San Diego County Bar Association

    When: October 13, 2005 (12:30 p.m. - 1:30 p.m.)
    Title: How Associates Can Succeed in Their Firm
    Where: Los Angeles, CA
    Organization: University of Southern California

    When: September 29, 2005 (10:00 a.m. - 4:00 p.m.)
    Title: The Coaching Summit -- Techniques for Law Firm Success
    Where: Boston, MA
    Organization: LawBiz Management Co.

    When: September 16-18, 2005 (12:00 p.m. on Friday - 1:00 p.m. on Sunday)
    Title: The Magic of Mastery: Envision, Enact, Engage in Growing Your Business
    Where: Rancho Mirage, CA
    Organization: National Speakers Association, Greater Los Angeles Chapter

    When: September 11, 2005 (10:00 a.m. - 12:00 p.m. Noon)
    Title: Magic or Mystery: How to Increase Profitability and Cash Flow
    Where: San Diego, CA
    Organization: State Bar of California

    When: September 9, 2005 (2:15 p.m. - 4:15 p.m.)
    Title: Managing Client Expectations
    Where: San Diego, CA
    Organization: State Bar of California

    When: August 6, 2005 (10:30 a.m. - 12:00 p.m.)
    Title: Law Firm Financial Management
    Where: Chicago, IL
    Organization: American Bar Association

    When: June 16, 2005 (2:00 p.m. - 3:30 p.m.)
    Title: Small Law Firm Marketing
    Where: Brainerd, MN
    Organization: Minnesota State Bar

    When: June 16, 2005 (10:00 a.m. - 11:30 a.m.)
    Title: Small Law Firm Economics
    Where: Brainerd, MN
    Organization: Minnesota State Bar

    When: February 18, 2005 (9:00 a.m. - 4:00 p.m.)
    Title: Coaching Summit
    Where: Venice, CA
    Organization: LawBiz Management Co.

    When: February 17, 2005 (8:00 a.m. - 9:00 a.m.)
    Title: The World According to Managing Partners
    Where: Manatt, Phelps & Phillips, Los Angeles, CA
    Organization: Legal Marketing Association, Los Angeles Chapter

    When: February 11, 2005 (4:30 p.m. - 5:30 p.m.)
    Title: Simplifying the Process of Operating a Solo Law Practice
    Where: Salt Lake City, UT
    Organization: American Bar Association, GPSSF & Young Lawyers Division

    When: January 29, 2005 (1:30 p.m. - 3:30 p.m.)
    Title: Increasing Cash Flow
    Where: Palace Hotel, San Francisco, CA
    Organization: State Bar of CA, Sections Education Institute

    When: January 13, 2005(6:00 p.m. - 7:00 p.m.)
    Title: Managing Clients' Expectations
    Where: Orange County Bar Association, CA
    Organization: Orange County Bar Association, Barristers

    Click here for engaments before this year


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