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Previous Engagements
When: May 21, 2010 (9:00 a.m.PT - 10 a.m. PT)
Title: How to Manage Client Relations
Where: Loyola Law School, Los Angeles, CA
Organization: Lexis-Nexis Law Practice Symposium

When: April 30, 2010 (3:00 p.m.PT - 4 p.m. PT)
Title: Future of the Profession - Is There One?
Where: Las Vegas
Organization: American Bar Association

When: April 29, 2010 (9:00 a.m.PT - 10 a.m. PT)
Title: 60 Cash Tips in 60 Minutes
Where: Las Vegas
Organization: American Bar Association

When: April 23, 2010 (7:30 a.m.ET - 9 a.m. ET)
Title: Breakfast in Boston
Where: Marriott Long Wharf
Organization: LawBiz Management

When: March 5, 2010 (9:00 a.m.PT - 10 a.m. PT)
Title: How to Start Your Own Labor and Employment Law Firm
Where: Webinar
Organization: ExecSense Webinars

When: February 12, 2010 (11:00 a.m.PT - 12 noon PT)
Title: How to Market Yourself as a Banking Lawyer
Where: Webinar
Organization: ExecSense Webinars

When: February 11, 2010 (6:00 p.m.PT - 7:30 p.m.PT)
Title: Disaster Recovery & Business Continuity
Where: Century City, CA
Organization: Association of Legal Administrators, Los Angeles

When: January 27, 2010 (11:00 a.m.PT - 12 noon PT)
Title: Law School: Are Recent Graduates Prepared for the new Era?
Where: Teleseminar
Organization: West LegalEdcenter

When: January 21, 2010 (3:45 p.m. - 4:45 p.m. PT)
Title: New Billing Practices for the New Economy
Where: Long Beach, CA
Organization: Solo Institute, State Bar of California

When: December 8, 2009 (11:00 a.m. - 12:30 noon PT)
Title: Increasing Revenue Per Lawyer: Moving Beyond Cost-Cutting Measures
Where: Teleseminar
Organization: Center for Competitive Management

When: October 22, 2009 (11:00 a.m. - 12:00 noon PT)
Title: Insurance Disclosure--Trick or Treat, Can You Tell the Difference?
Where: Teleseminar
Organization: West LegalEdcenter

When: October 13, 2009 (11:00 a.m. - 12:00 noon PT)
Title: The Death of the Billable Hour: Is This a Rumor?
Where: Teleseminar
Organization: West LegalEdcenter

When: October 9, 2009 (12:30 p.m. - 1:30 noon PT)
Title: Law Firm Business Models in the New Economy
Where: Century City, CA
Organization: ProVisors Networking

When: September 11, 2009 (10:30 a.m. - 12:00 noon PT)
Title: Cash Flow: Tips for a Down Economy
Where: Hyatt Convention Center, San Diego, CA
Organization: State Bar of California

When: July 17, 2009 (12:00 p.m. - 1:30 p.m. PT)
Title: Cash Flow in a Down Economy
Where: Braemar Country Club, Tarzana, CA
Organization: San Fernando Valley Bar Association

When: June 25, 2009 (3:45 p.m. - 4:45 p.m. PT)
Title: Diagnosing Strengths & Weaknesses: Updating Financial and Billing Software to Analyzing Practice and Partner Profitability
Where: Staples Center, Los Angeles, CA
Organization: LegalTech West Coast 2009, Incisive Media

When: June 24, 2009 (9:00 a.m. - 10 a.m. PT)
Title: Small Firm Success Strategies in a Troubled Economy
Where: Staples Center, Los Angeles, CA
Organization: Los Angeles County Bar Association

When: June 22, 2009 (11:00 a.m. - 12:00 p.m. PT)
Title: Selected Ethics Issues: Helping Lawyers Thrive in a Depressed Economy
Where: Teleseminar
Organization: West LegalEdcenter

When: May 21, 2009 (9:00 a.m. - 5 p.m. CT)
Title: 4th Annual Practice Group Leadership Forum
Where: University of Chicago, Gleacher Center, IL
Organization: Ark Group Managing Partner Magazine

When: May 14, 2009 (9:00 a.m. - 10 a.m. ET)
Title: Mind Your Own Business! Tips for Understanding What Your Law Firm Needs
Where: ABA LPM/YLD Joint Spring Conference, New Orleans, LA
Organization: American Bar Association

When: April 17, 2009 (1:15 p.m. - 4:15 p.m. CT)
Title: Your Afternoon With an Expert Practice Management Coach
Where: Minneapolis, MN
Organization: General Practice, Solo & Small Firm Section, State Bar of Minnesota

When: April 17, 2009 (9:00 a.m. - 12 Noon CT)
Title: Small Firm Success Strategies in a Troubled Economy
Where: Minneapolis, MN
Organization: General Practice, Solo & Small Firm Section, State Bar of Minnesota

When: March 19, 2009 (10:00 p.m. - 11:15 a.m. PT)
Title: 50 Financial Tips to Help You and Your Firm Survive & Thrive in a Down Economy
Where: Teleseminar
Organization: American Bar Association, Law Practice Management Section

When: January 16, 2009 (2:15 p.m. - 3:15 p.m. PT)
Title: Client Relations: Client Expectations and Client Loyalty - An Oxymoron?
Where: Berkeley, CA
Organization: Solo Conference, State Bar of California

When: December 9, 2008 (11:00 a.m. - 12:00 p.m. PT)
Title: Social Media for Lawyers, with David Nour
Where: Teleseminar
Organization: West LegalEdcenter

When: November 25, 2008 (11:00 a.m. - 12:00 p.m. PT)
Title: Trust Accounting in Times of Financial Crisis: Trust Accounts for Lawyers
Where: Teleseminar
Organization: Texas Continuing Legal Education

When: November 11, 2008 (11:00 a.m. - 12:00 p.m. PT)
Title: Trust Accounting in Times of Financial Crisis: Trust Accounts for Lawyers
Where: Teleseminar
Organization: West LegalEdcenter

When: October 28, 2008 (11:00 a.m. - 12:00 p.m. PT)
Title: Social Media, with David Nour
Where: Teleseminar
Organization: LawBiz Management

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

When: November 19, 2004 (9:00 a.m. - 5:00 p.m.)
Title: Nuts & Bolts of Running a Law Practice
Where: CT Bar Association office, New Britain, CT
Organization: General Practice Section, Connecticut State Bar

When: November 12, 2004 (7:00 a.m. - 9:00 a.m.)
Title: Productizing Your Professional Practice
Where: Phoenix, AZ
Organization: Institute for Management Consultants

When: October 13, 2004 (9:00 a.m. - 11:00 a.m.)
Title: Managing the Numbers: Making Money in a Law Firm
Where: Houston, TX
Organization: Association of Legal Administrators, Houston Chapter

When: October 10, 2004 (10:00 a.m. - 12:00 noon)
Title: Managing Client Expectations
Where: Monterey, CA
Organization: Law Practice Management & Technology Section, State Bar of California

When: October 10, 2004 (8:00 a.m. - 9:30 a.m.)
Title: Becoming More Profitable: The Great Mystery
Where: Monterey, CA
Organization: Law Practice Management & Technology Section, State Bar of California

When: September 21, 2004 (1:00 p.m. - 3:00 p.m.)
Title: Billing & Collection Practices
Where: San Francisco, CA
Organization: San Francisco Recorder

When: September 18, 2004 (9:00 a.m. - 12:00 noon)
Title: Becoming More Profitable by Exceeding Client Expectations
Where: Spurwing Country Club, Boise, ID
Organization: Law Firm

When: September 17, 2004 (9:00 a.m. - 5:00 p.m.)
Title: Mastering The Business of Law
Where: Talaris Conference Center at Laurelhurst, Seattle, WA
Organization: Emerald Education Group

When: September 9, 2004 (9:00 a.m. - 5:00 p.m.)
Title: Managing Client Expectations (9:00 a.m. - 10:00 a.m.)
Where: Piccadilly Inn - West Shaw, Fresno, CA
Organization: "LPMT's Fall 2004 MCLE Conference," State Bar of California, Law Practice Management & Technology Section

When: June 18, 2004 (7:30 a.m. - 8:30 a.m.)
Title: Productizing Your Professional Practice
Where: Renaissance Agoura Hills Hotel, Agoura Hills, CA
Organization: Institute for Management Consultants

When: June 3, 2004 (7:30 a.m. - 9:00 a.m.)
Title: The Business of Business: How to Satisfy Customers
Where: Century City, CA
Organization: Professional Networking Group

When: May 22, 2004 (9:00 a.m. - 4:00 p.m.)
Title: Coaching Summit -- By invitation only for those who have been participants in the LawBiz® Coaching program
Where: Venice, CA
Organization: LawBiz® Management Co.

When: May 19, 2004 (10:00 a.m. - 11:00 a.m. PT)
Title: Charging and Collecting Fees
Where: TeleConference
Organization: American Bar Association

When: May 11, 2004 (11:45 a.m. - 1:30 p.m.)
Title: Disaster Recovery Planning
Where: Los Angeles Marriott Hotel, Los Angeles, CA
Organization: Association of Legal Administrators, Greater Los Angeles Chapter

When: May 2, 2004 (1:30 p.m. - 2:45 p.m.)
Title: Increasing Your Revenue by Productizing Your Practice
Where: Loews Vanderbilt Hotel, Nashville, TN
Organization: North American Conference for Management Consultants

When: April 16, 2004 (9:00 a.m. - 5:00 p.m.)
Title: Law Firm Transitions: Buying/Selling/Merging/Closing a Law Practice
Where: Red Lion Inn, Sacramento, CA
Organization: Continuing Education of the Bar (CEB)

When: April 15, 2004 (9:00 a.m. - 5:00 p.m.)
Title: Law Firm Transitions: Buying/Selling/Merging/Closing a Law Practice
Where: Crowne Plaza Hotel, San Francisco, CA
Organization: Continuing Education of the Bar (CEB)

When: April 2, 2004 (9:00 a.m. - 5:00 p.m.)
Title: Law Firm Transitions: Buying/Selling/Merging/Closing a Law Practice
Where: Hyatt Regency Hotel, Los Angeles, CA
Organization: Continuing Education of the Bar (CEB)

When: March 18, 2004 (4:30 p.m. - 5:15 p.m.)
Title: Disaster Recovery Planning
Where: Hyatt Regency, San Francisco, CA
Organization: eCopy and IBM

When: March 12, 2004 (8:30 a.m. - 10:00 a.m.)
Title: Client Relations
Where: Intercontinental Hotel, New Orleans, LA
Organization: Capitol Law Firm Group

When: February 25, 2004 (11:45 a.m. - 1:30 p.m.)
Title: Collecting Your Fee: Getting Paid from Intake to Invoice
Where: Marin, CA
Organization: Marin County Bar Association

When: February 20, 2004 (9:00 a.m. - 10:00 a.m.)
Title: Law Practice Valuation: What Every Lawyer Needs to Know
Where: Marriott's Rancho Las Palmas Resort & Spa, Palm Springs, CA
Organization: Commercial Law League of America

When: February 19, 2004 (11:45 a.m. - 1:30 p.m.)
Title: Consulting Summit with Coach Poll: Effective Marketing & Client Relations for the Solo Practitioner
Where: Atrium Hotel, Irvine, CA
Organization: Orange County Bar Association, Solo Practitioners Section

When: January 25, 2004 (9:00 a.m. - 10:00 a.m.)
Title: How to Become More Profitable ...
Where: Santa Monica, CA
Organization: State Bar of California (Sections Education Institute)

When: January 16, 2004 (12:00 a.m. - 1:00 p.m.)
Title: "Ya Gottas" for Effective Client Relations"
Where: Palm Springs Rancho Mirage Country Club
Organization: Desert Bar Association

When: November 20, 2003 (8:00 p.m. - 9:00 p.m.)
Title: Disaster Recovery Planning
Where: Los Angeles, CA
Organization: Association of Legal Administrators

When: November 17, 2003 (4:00 p.m. - 6:00 p.m.)
Title: Exceeding Client Expectations
Where: San Diego, CA
Organization: Thomas Jefferson School of Law

When: October 24, 2003 (9:00 a.m. - 5:00 p.m.)
Title: Buying & Selling a Law Practice
Where: Toronto, Canada
Organization: Zeughauser Group

When: October 16, 2003 (10:15 a.m. - 11:30 p.m. PST)
Title: The Business of Law®
Where: ILW.COM
Organization: Immigration Law Weekly (New York)

When: September 5, 2003 (10:00 a.m. - 12:00 p.m.)
Title: Exceeding Client Expectations
Where: Anaheim, CA, Hilton Hotel
Organization: State Bar of California

When: June 11 - 13, 2003 (9:00 a.m. - 5:30 p.m.)
Title: The Business of Law: Becoming More Profitable
Where: Mexico City, Mexico, Sheraton Suites, Santa Fe
Organization: Congress Capacitacion Ejecutiva

When: Sunday, May 18, 2003 (9:00 a.m.)
Title: Exceeding Client Expectations: How To Keep Clients Returning For More
Where: Silverado Country Club & Resort, Napa, CA
Organization: Real Property Section Retreat, State Bar of California

When: Monday, May 5, 2003 (10:30 a.m.)
Title: Increasing Your Revenue by Productizing Your Practice
Where: Chicago, IL
National Conference, "Shaping the Future" held at the Indian Lakes Resort, Bloomingdale, IL
Organization: Institute of Management Consultants

When: Monday, April 26, 2003 (12:30 a.m.)
Title: Exceeding Client Expectations
Where: Santa Monica, CA
Annual Trial Symposium, "Champions of the Courtroom" held at The Loew's Sata Monica Beach Hotel,
Organization: The Litigation Section, State Bar of California

When: February 28, 2003 (9:45 a.m.)
Title: How to Wind Down Your Practice Overnight
Where: Los Angeles, CA
Organization: Judge Advocate General Branch, US Army; Los Angeles County Bar Association

Starting: February 19, 2003 (3rd Wednesday of each month) 4:00 - 5:30 p.m. PST)
Concluding: May 21, 2003 Title: LawBiz® TeleSeminar Series
Organization: LawBiz® Management Company, Consultants

When: January 17, 2003 (3:00 p.m.)
Title: Your Practical Guide to Profit in the Business of Law®
Where: Berkeley, CA, Claremont Resort & Spa
Organization: State Bar of California, Law Practice Management & Technology Section

When: January 17, 2003 (9:45 a.m.)
Title: Exceeding Client Expectations: Roadmap for Surviving & Thriving
Where: Berkeley, CA, Claremont Resort & Spa
Organization: State Bar of California, Law Practice Management & Technology Section

When: December 7, 2002 (9:45 a.m.)
Title: How to Wind Down Your Practice Overnight
Where: Los Angeles, CA
Organization: Los Angeles County Bar Association

When: November 13 - 15, 2002 (9:00 a.m. - 5:30 p.m.)
Title: Practice Development: Building More Profitable Client Relations
Where: Mexico City, Mexico, Sheraton Suites, Santa Fe
Organization: Congress Capacitacion Ejecutiva

 



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