Serving the Moderate Income Client: Successful Business Planning
November 2013
Successful Business Planning:
Serving the Moderate Income Client
Program Highlights:
- Pros and Cons of Having a Practice Where You Represents Clients with Moderate Incomes
- History and Context
- Marketing-Getting Clients: A Panel Presentation
- Client Screening
- Create a Financially Rewarding Practice Representing Clients with Moderate Incomes
- The Unbundling of Legal Services as a Way to Represent Your Moderate Income Client
- How to Take Advantage of the New Self-Help Centers and Referral Lists
- Competency
- Important Ethical Issues in Representing Clients with Moderate Incomes and Pitfalls to Avoid
Program Description:
Too many lawyers cannot find work. Too many people cannot afford lawyers. This program and the Colorado Bar Association Toolkit were created in an effort to build a bridge between these groups.
This program was designed to assist you in developing a thriving practice in representing clients with moderate incomes. Topics include client screening, marketing, writing a business plan and budget, fee agreements, the unbundling of legal services … and much more!
Ethics and practical information is provided to help you develop a successful practice representing clients with moderate incomes.
Topics:
Overview - Pros and Cons of Having a Practice Where You Represent Clients with Moderate Incomes
Presented by John Zakhem, Esq., Program Chair
History and Context
Presented by the Honorable Daniel Taubman
Marketing-Getting Clients
A Panel Presentation Presented by John Zakhem, Esq., Program Chair, Carlos Migoya, Esq., Scott Baroway, Esq., and Nancy Lake, Esq.
Client Screening
Presented by John Zakhem, Esq., Program Chair
Create a Financially Rewarding Practice Representing Clients with Moderate Incomes
- Review of Custom Excel Spreadsheet and Discussion of Business Basics, Including Planning, Budgeting and Fee Arrangements
Presented by Stephen M. (Pete) Peterson, President
The Unbundling of Legal Services as a Way to Represent Your Moderate Income Client - Ethical Implications
Presented by Adam Espinosa, Esq., and the Honorable Daniel Taubman
How to Take Advantage of the New Self-Help Centers and Lawyer Lists
Presented by Penny Wagner, Court Services Analyst, SCAO, and April Bernard, Self Represented Litigant Coordinator, 1st Judicial District
Ethics: Competency
Presented by James Garts III, Esq.
Important Ethical Issues in Representing Clients with Moderate Incomes - Pitfalls to Avoid
Presented by Honorable Daniel Taubman and Adam Espinosa, Esq.
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
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1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $249.00 |
| CBA Member | $179.00 |
| CLEACCESSPASS | $0.00 |
- General Credits: 4.00
- Ethics Credits: 3.00
- EDI Credits:
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