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Event Profile

OKC - IN PERSON - Essential Business Skills for Lawyers (6 total credit hours, with 2 hours of ethics available.)

November 2 — 7, 2016

Location: Sheraton Oklahoma City Downtown Hotel

This event has a fee

Call-in and Fax Registrations are now closed.
Walk-ins will be accepted at the Registration Booth located at
The Sheraton Hotel – OKC Downtown – Century Ballroom Foyer, 2nd floor

Registration Booth Hours:
Wednesday 11-2-2016 from 8:00 am to 5:00 pm
Thursday 11-3-3016 from 8:00 am to 5:00 pm
Friday 11-4-2016 from 8:00 am to 10:30 am
OBA/CLE presents:
 Essential Business Skills for Lawyers


Sheraton Oklahoma City Downtown

1 N Broadway Ave. 18th Century Ballroom, Oklahoma City, Oklahoma 73102

CLE CREDIT: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 6 hours of mandatory CLE credit, with 2 hours of ethics available.


$150 for early-bird registrations with payment received at least four full business days prior to the seminar date; $175 for registrations with payment received within four full business days of the seminar date. To receive a $10 discount for the in-person program, register online at http://www.okbar.org/members/CLE .

Seniors may register for $50 on in-person programs and $75 for webcasts, and members licensed 2 years or less may register for $75 for in-person programs and $100 for webcasts.

Save more by registering for an Annual Meeting Package at www.amokbar.org


CANCELLATIONS: Cancellations will be accepted at any time prior to the seminar date; however, a $25 fee will be charged for cancellations made within four full business days of the seminar date. No requests for refunds or cancellations will be accepted on or after the seminar date.

SEMINAR MATERIALS: The Oklahoma Bar Association is embracing a healthier and greener business environment. Therefore, seminar materials will be provided in electronic format in a separate email prior to the program.


Program Planner/Moderator:

Jim Calloway, Management Assistance Program Director

Running a successful law practice today is not what it used to be, and the rapidly changing legal community will make tomorrow’s challenges even greater. In this seminar, learn how to stay ahead of the curve by developing a solid business plan and budget and find out the technology that is necessary for you to stay efficient. Need to better understand how to manage your trust account and avoid ethical violations? Want help with developing your client contract and fees or client engagement and marketing? Jim’s got you covered! The business school will split into 2 tracks after lunch so you can tailor your choices to meet your needs.


             8:30                       Registration and Continental Breakfast

             9:00                        The World Has Changed: Running a Successful Law Firm Today and Tomorrow -

Jim Calloway

             9:50                         Break

            10:00                        The Law Firm Business Plan -- Kendra Robben

            10:25                        Law Firm Budgeting – Kendra Robben

            10:50                        Break

            11:00                        Why You Must Have Digital Client Files and How They Work - Darla Jackson

            11:25                        Efficiency Comes From Technology, Automation and Planned Processes - Jim Calloway

            11:50                        Lunch (on your own)

              2:00 p.m.               Reconvene for Breakout Sessions:\

                                             18th Century Ballroom                      20th Century Ballroom

Financial Literacy for Lawyers – Balance Sheets, Income Statements, KPI and Taxes - Ted Blodgett

The Trustworthy Trust Account

 Darla Jackson (ethics)

             2:50                         Break



Pricing, Billing, Attorney Fees and Attorney-Client Contracts

Mark Robertson

Protecting Your Clients: Confidentiality and Succession Planning Tools

Gina Hendryx (ethics)



Client Engagement and Marketing – Everything is Different Today

Kevin O’Keefe

Cybersecurity and Avoiding Digital Disasters

Calvin Weeks and Darla Jackson


              4:40 p.m.               Adjourn


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