Be prepared when The Law Society of Upper Canada selects you for a Practice Management Review.  Rise to the occasion with authority and confidence by systematically targeting critical issues and by learning how to implement The Law Society Practice Management Guidelines.  Maximize competence, develop strategies, and understand continuing legal education expectations while enhancing practice management skills and reinforcing professional responsibility awareness for ultimate results.  Explanations and solutions abound for sole practitioners, in-house counsel, and lawyers in large, medium, and small firms.

Focus: A vital program for all lawyers and articling students on the practice management review process, professional responsibility, and the new 2010 mandatory continuing legal education requirement.

Highlights will include:
• How to prepare for a practice management review from start to finish
• Understand how the By-Laws, the Rules of Professional Conduct, and the Law Society Act apply to practice management
• Learn how to implement the Practice Management Guidelines and the practice reviewers’ suggestions
• Understand the new 24 hour mandatory continuing legal education requirement
• Build practice skills and professional responsibility skills

   Webcast Available

9:00 am An Introduction to Practice Management Compliance
Jeffrey M. Minicucci, Barrister & Solicitor

9:05 am The Foundation of Competent Practice
• Experience a unique perspective from the founder and editor of the Law Society of Upper Canada Gazette on achieving excellence in the practice of law
John D. Honsberger, QC, Raymond & Honsberger

9:20 am Laws and Regulations that Govern Practice Management
• The application of relevant laws and regulations to practice management
• Rule 2 of the Rules of Professional Conduct
• Law Society Act, Sections 41-49
• By-Law 11
Glenn M. Stuart, Barrister & Solicitor

9:50 am The Practice Management Guidelines
• Learn how to tailor the Practice Management Guidelines to your practice as a sole practitioner, in-house counsel, or lawyer in a large, medium, or small firm
• Understand the Law Society’s expectations of competence and proficiency concerning financial recordkeeping, conflict checking systems, file maintenance checklists, client servicing skills, time docketing, and choosing technological resources
• Understand the Basic Management Checklist
Karen K.H. Bell, Karen Bell LL.B

10:20 am Break

10:35 am The Practice Management Review
• In accordance with By-Law 11, Part IV, lawyers in private practice who are one to eight years from their call to the bar are subject to random selection for a practice management review. Learn how to prepare for the review process.
• Understand how a practice management review differs from a focused practice review
• How sole practitioners, in-house counsel, and lawyers in large, medium, and small firms can expect to be evaluated at a practice management review
• Strategies to succeed at a practice management review
• Aftermath: Implementing the practice reviewers’ suggestions or directions
James C. Morton, Steinberg Morton Hope & Israel LLP

11:05 am Mandatory Continuing Legal Education
• As of May 31, 2010, everyone newly called to the bar must satisfy a 24-hour mandatory continuing legal education requirement in accordance with By-Law 6.1
• Understand the importance of making continuing legal education a part of your long-term professional development
• Understand the range of continuing education resources offered by the Ontario Bar Association
Professor Marilyn L. Pilkington, Osgoode Hall Law School, York University
Ontario Bar Association Representative (TBA)

11:40 am Discussion Period
Jeffrey M. Minicucci, Barrister & Solicitor

12:00 pm Program Concludes