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Previous Engagements
Retirement Expectations and Trends for 2014 - Webinar with American Bar Association
When: Wednesday, March 26, 2014
Duration: 90 minutes
Where: On-line
Breakfast with Ed
When: Saturday, March 27, 2014, 8:00am
Where: Chicago
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Breakfast with Ed
When: Saturday, January 18, 2014, 8:00am
Where: San Francisco
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Breakfast with Ed
When: Thursday, October 3rd, 8:00am
Where: Chicago
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Breakfast with Ed
When: Monday, October 7th, 8:00am
Where: Manhattan
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September 10, 2013, 11am PDT / 2pm EDT Please join me for a complimentary webinar with MyCase, "Having problems getting paid? Collecting your fees within the lines of ethics" Click here for more information and sign-up. |
OCBA Life After Law Seminar
When: June 11, 2013, 2 p.m.
Where: OCBA, 4101 Westerly Place, Newport Beach, CA
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Financial Metrics for the Successful Law Firm
OCBA Solo and Small Firm Section of the OCBA
When: June 20, 2013, Lunch
Where: Radisson Hotel, 4545 MacArthur Blvd.Newport Beach, CAS
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Breakfast with Ed
When: Tuesday, April 2nd, 8:00am
Where: Chicago
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San Gabriel Valley Study Group, Pasadena CA
When: May 2, 2013 6pm
Ed to speak following dinner.
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Breakfast with Ed
When: January 14th, 9:00am
Where: New York, NY (Manhattan)
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Breakfast with Ed
When: December 11th, 7:30-9:30
Where: Providence, RI
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Breakfast with Ed
When: November 12th and 13th, 7:30-9:30
Where: San Francisco, CA
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Managing Client Expectations in the Heat of a Family Law Battle
When: October 31, 2012 Noon
Where: The Noor Restaurant in the Paseo, Pasadena
Organization: Pasadena Bar Association, Family Law Section
Breakfast with Ed
When: October 25th, 26th and 27th, 7:30-9:30
Where: Washington, D.C.
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Breakfast with Ed
When: October 17th and 18th, 7:30-9:30
Where: Lake Tahoe, CA
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Breakfast with Ed
When: October 12th and 13th, 7:30-9:30 am
Where: Monterey, CA
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Breakfast with Ed
When: October 5th, 7:30-9:30 am
Where: White Plains, NY
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Breakfast with Ed
When: September 27th and 28th, 7:30-9:30 am
Where: San Luis Obispo, CA
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Live Webcast through West LegalEdcenter
The Dashboard: What Lawyers Need to Know About Financial Metrics That Will Guide Them to Greater Success
Listen while Ed and Gene Siciliano discuss the various metrics that drive law firm success…and how to know when you waver from the selected path. Variances from your strategic plan can take you into the unchartered chaos of firms like Howrey and Dewey LeBeouf. Best to stay on your selected path by understanding your financial requirements and adjusting your firm practice as may be needed. Using the dashboard approach to view the right financial metrics will help you do just that: Succeed!
From this program, you will learn:
Breakfast with Ed
When: August 23, 2012, 7:30-9:30
Where: Chicago, IL
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Live Webcast through West LegalEdcenter
The Big Firms Are Failing. The Small Firms Are Hanging On. What Does the Future of the Law Hold for Lawyers?
When: June 19, 2012, 10:00AM-11:00AM PST
Where: Where: Live on-line
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Great Things Are Expected of You – How To Survive
Ed Poll presents: Managing Client Expectations
When: May 8, 2012, 6:00PM-8:30PM
Where: Skadden Arps, Los Angeles, CA
Presented by: the State Bar of California Law Practice Management & Technology Section
More Info
Live Webcast through West LegalEdcenter
The "New Normal" or "Back to the Future" - Where Do You Fit?
When: April 17, 2012 10:00AM-11:AM PST
Where: Live on-line
Managing Client Expectations Plus Coach's Corner
When: March 21, 2012, 6:00PM
Where: Chapman University, Orange, CA
Ventura County Bar Association - Business Litigation Section
When: March 13, 2012, 12:00-1:00PM
Where: Tower Club, 22nd floor of the Topa Tower, 300 Esplanade Drive, Oxnard
American Inns of Court, Family Law Section, It's Not My Enemies I Worry About, It's my Clients
When: February 7, 2012, 6:00PM
Where: Matteo's Italian Restaurant, 2321 Westwood Boulevard, Los Angeles, CA 90064
To RSVP
Live Webcast through West LegalEdcenter
How to Reduce Stress and Maximize Your Enjoyment of Your Practice: 31 No-cost Ways to Take Care of Yourself
When: January 10, 2012, 10:00AM-11:00AM PST
Where: Live on-line
More Info
Live Webcast through West LegalEdcenter:
Up and Out - Succession Planning for Lawyers: Getting Ready for the "Second Season"
When: November 15, 2011, 10:00AM-11:00AM PST
Where: Live on-line
More information...
Read all about Ed's 2011 Road to Revenue National Tour. Click here for more info.
Financial Metrics for a Successful Law Practice
When: October 27, 2011, 11:30AM to 1:00PM PST
Where: Headliners Club, Austin, TX
Organization: Austin Chapter, Association of Legal Administrators
Live Webcast through West LegalEdcenter: How Do You Fully Leverage Paralegals
When: October 25, 2011, 12:00PM-1:00PM PST
Where: Live on-line
More information...
When: August 29, 2011
Where: Nebraska State Bar, Omaha, NE
Topic: Benchmarks for Effective Client Service and Enduring Client Relationships – Metrics for a Successful Law Firm
When: August 25, 2011
Where: Minnesota State Bar Association, Roseville, MN
Topic: An Afternoon with Ed Poll: Managing Client Expectations & Coach's Corner
More information...
When: August 23, 2011
Where: State Bar of Wisconsin, Madison, WI
Topic: Collecting Fees and Getting Paid
When: August 20, 2011
Where: Chicago, IL
What: National Association of Elder Lawyers – CAP Conference
Ed Poll will be the keynote speaker
When: August 18, 2011
Where: Chicago Bar Association, Chicago, IL
Topic: Collecting Your Fee - How to Be More Successful
More information...
When: August 3, 2011
Where: Cleveland Metropolitan Bar Association, Cleveland, OH
Topic: Financial Metrics for a Successful Law Practice!
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When: July 22, 2011
Where: Kansas City Metropolitan Bar Association , Kansas City, MO
Topic: Managing Client Expectations
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When: July 18, 2011
Where: Oklahoma Bar Center, Oklahoma City
Topic: Managing Client Expectations for Your Own Sanity and Increased Revenue & Coach's Corner
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When: July 11, 2011
Where: Wyoming Bar Association, Cheyenne, WY
Topic: Managing Client Expectations and Getting Paid: Collecting Your Fees From Intake to Invoice
More information...
When: July 8, 2011
Where: Colorado Bar Association, Denver, Colorado
Topic: Metrics of Law Firm Financial Performance and Watch Your Dashboard: What You See Can Increase Your Revenue
When: June 24
Where: Montana Bar Association, Missoula, MT
Topic: Managing Client Expectations
When: June 20, 2011
Where: Law Office Management Assistance Program, Seattle, WA
When: June 15, 2011
Where: Oregon State Bar, Solo & Small Firm Section, Portland, OR
When: 4/21/11 10am -11:30 am Pacific Time
Title: Money Matters: What Lawyers and Law Firms Can Do To Improve Their Bottom Line
Where: Anywhere! For more information and to register for this Audio Webcast or Telephone Seminar, go to http://www.ali-aba.org/rssp07
Ed Poll joins David J. Bilinsky and James Calloway and moderator Sheila M. Blackford in this ALI-ABA interactive seminar to help you work smarter, not harder!
BONUS -- Course materials include a free download of Ed Poll's 60-page book, Business Competency for Lawyers: A LawBiz® Management Special Report.
When: April 12, 2011, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: The Standard Club, Chicago, IL
More information
When: March 16, 2011, Noon - 3:00PM
Title: Burbank Bar Association Lunch
Where: Holiday Inn, 150 E. Angeleno Ave., Burbank, CA
Ed will be speaking on Growing Your Law Practice in Tough Times.
For more information or to RSVP, contact the Burbank Bar Association at More information or 818-843-0931
When: March 15, 2011, 10:00AM-11:00AM PST
Where: Live on-line
Live Webcast through West LegalEdcenter
The Ethics and Practice of Business Development Using New Technology
Click here for more information or to register
When: January 31, 2011, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: New York, NY
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When: January 28, 2011, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: Sarasota, FL
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When: January 21, 2011, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: Scottsdale, AZ
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When: November 21, 2010, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: Phoenix, AZ
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When: November 18, 2010, 12:00 noon - 1:00PM
Title: Growing Your Law Practice in Tough Times
Where: Bristol Hotel, San Diego, CA
Sponsored by: The Lawyers Club of San Diego
When: October 24, 2010, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: JW Marriott Hotel, Washington, D.C.
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When: September 25, 2010, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: Marriott Hotel, Monterey, CA
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When: September 21, 2010, 8:00AM to 5:00PM
Title: West LegalEdcenter presents the 2nd Annual Midwest Law Firm Management Conference
Where: Chicago Bar Association offices, Chicago, IL
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When: September 20, 2010, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: The Standard Club, Chicago, IL
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When: September 16, 2010, 7:30AM - 9:00AM
Title: Breakfast with Ed
Where: Aria Hotel, Las Vegas, NV
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When: September 15, 2010, 9:45 - 10:30AM
Title: The LexisNexis Practice Management Client Conference
Where: Aria Hotel, Las Vegas, NV
More information
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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