**CANCELLED Strategies for combining legal and financial advice: client referrals, joint ventures and ABS **CANCELLED
| Price: |  |
£125.00 plus VAT |
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| Start Date: | |
25-05-2010 |
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| CPD hours: | |
2.00 |
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| Event type: | |
CPD Seminars |
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| Location: | |
Birmingham Radisson Blu Hotel, 12 Holloway Circus, Queensway. |
| Region: | |
West Midlands United Kingdom |
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Overview
The Legal Services Act presents solicitors with the opportunity to regain their historic role as a primary resource in managing their clients’ affairs. To do so, they must meet two challenges: to extend their services into practice areas which enable them to maintain long-term relationships with their clients; and to embrace management structures and processes which ensure that they work efficiently as unified business units.
These seminars are designed to address these issues within the framework of the Legal Services Act and to provide you with crucial information about financial services to help you develop practical action plans that will help your firm achieve competitive success.
Who should attend?
Managing partners, chief executives, private client lawyers, marketing partners, and those likely to assume the roles of Head of Legal Practice (‘HOLP’) and Head of Finance and Administration (‘HOFA’) required by the Legal Services Act.
The speakers
Stuart Bushell, Legal Affairs Director, SIFA
Ian Muirhead, Solicitor, Managing Director, SIFA
Other speakers
• Manchester: Colin Lawson of Equilibrium Asset Management
• Birmingham: Richard Wood, Barnett Ravenscroft
• Leeds: Lew Howes, Fensham Howes
• London: Lee Robertson, Investment Quorum
Delegate material
Each delegate will receive a complimentary copy of SIFA’s guidance pack ‘Business Procedures for Principles-Based Regulation’, which includes precedents that will provide useful guidance in making decisions about your own firm’s approach.
Programme
14.00 Registration and coffee
14.30 Stuart Bushell reports on field research into the emerging business models for solicitors’ practice development, including multi-disciplinary practices, hub and spoke, joint ventures and strategic alliances. Regulatory and practical issues are also considered.
15.10 Ian Muirhead discusses the way in which principles-based regulation has been used by the Financial Services Authority to assist the firms it regulates to adopt modern business procedures, and how solicitors can benefit from the experience. Topics covered will include: Know Your Client, database management, client segmentation, management information analysis, client surveys, internal communications and marketing.
15.50 Coffee break
16.10 The final session will explore the relevance of investment business to solicitors’ trust and private client services. It will also delve into the new emphasis on asset allocation and cost efficiency as a means of achieving consistent returns.
16.40 Panel Q&A
17.00 Close
Dates/venues
05 May 2010 – London, The Law Society, 113 Chancery Lane, WC2A 1PL
19 May 2010 – Manchester, Ramada Piccadilly, Portland Street, M14PH
25 May 2010 – Birmingham, Radisson Blu Hotel, 12 Holloway Circus, Queensway, B1 1BT
29 June 2010 – Leeds, 4 Whitehall, Whitehall Quay, LS1 4HR
| Attachment | Size |
|---|---|
| SCLFA2010Flyer.pdf | 60.29 KB |
For more information about Law Society events e-mail: events@lawsociety.org.uk