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Law Firm Management & Personal Skills

Your Training Guide

January 2017 Onwards

Wilmington Legal

Contents

SRA Regulation

Anti-Money Laundering Update Including Preparing For The Fourth Directive 5COLPs, COFAs and Managing Compliance 2017 5

Law Firm Management Courses

Management Course Stage 1 8Management Course Stage 2 – Developing the Manager 8Management Skills for Leaders of In-house Legal Teams (Management Course Stage 2) 9Two-day Law Firm Management Masterclass 7Understanding and Interpreting Company Accounts 9

Business Development Course

Business Development for Lawyers 10

Managing People Courses

Legal Aid Supervision:An Introduction 11Managing and Motivating People 12Performance Management and Capability Procedures - Making Them Work 13Performance Management in Legal Practice 13Preparing for Partnership NEW 12Supervision: Essential Skills for Lawyers 11

Personal Skills Courses

Confidence and You 14Finance Masterclass for Legal Professionals 14Getting the Very Most Out of Your Day 15Improving Your Financial Performance on Client Work 17Negotiation Skills Improvement Workshop 16Presentation Skills for Lawyers 15Project Management for Transactional Lawyers 16Writing Clear Client Alerts, Briefings, Updates and Newsletters 17

Webinar Highlights

A selection of Law Firm Management and Personal Skills webinars 18

Our expert speakers 21

Your Gateway to Competence

We’ve developed an interactive online tool that’s FREE for CLT members.

The Competence Gateway is designed to help you manage your learning and development under the new continuing

competence regime.

Take a Tour at www.competencegateway.com

Your Gateway to Competence

We’ve developed an interactive online tool that’s FREE for CLT members.

The Competence Gateway is designed to help you manage your learning and development under the new continuing

competence regime.

and free content tooGateway users also gain access to a FREE competence toolkit which will help you to understand the requirements of the new continuing competence regime.

1 Select Select your field of law and/or area of

responsibility to see the most relevant activities for you from the Wilmington Legal family. You can refine your search further or browse all the options. Activities include:• Training courses• Conferences• Webinars• Networking events• Books, magazines and online content

from trusted providers such as Central Law Training, ARK Group, Legal Compliance Association and Solicitors Journal.

2 Reflect Complete the activity you chose,

reflect on your learning and rate your development in the four competencies:• Ethics, professionalism and judgement• Technical legal practice• Working with other people• Managing yourself and your own work

3 Collect Your personalised page allows you to

keep track of your development over the year. A simple graph allows you to see at a glance how you are developing in the four competencies, and your training record can be easily exported to spreadsheet or PDF at any time.

Ready to start exploring? Take a Tour at www.competencegateway.com

How it works in 3 simple steps:

SRA Regulation | 5

£210 + VAT Package price (minimum spend applies) £240 + VAT CLT Members/£480 + VAT Non-members

6 hours CPDFoundation

London 15 Feb Manchester 26 Apr

COLPs, COFAs and Managing Compliance 2017Speaker: Matthew Moore

Attendance at this course will be helpful for those stepping into either of the reporting officer roles by way of replacement to a previous incumbent or to anyone seeking to establish a new practice through the SRA’s authorisation process. In both cases the SRA will be likely to question the degree of understanding by the proposed office holders of their roles and responsibilities and an awareness of the range of issues under their control. The course also provides an overview of the compliance regime and so will be helpful for anyone who has senior management responsibilities within their practice.

Topics covered include:

• The roles of COLP and COFA - an explanation or reminder

• Compliance materials and reporting obligations • The Code of Conduct and the Accounts Rules -

likely breaches • The duties to monitor, record and possibly report • Compliance update

HOT TOPIC

I enjoyed the course. Really well presented with all the essential info. Good involvement

of those attending. Mostly, it felt like it was presented for our benefit in the real world


London 23 Mar Leeds 29 Mar

Anti-Money Laundering Update Including Preparing For The Fourth DirectiveSpeaker: Matthew Moore

The anti-money laundering regime has been in place for over ten years now and has become a firmly established aspect of the compliance programme of most firms. The complex nature of the subject, however, and the many uncertainties that still exist in the operation of the Law Society guidelines mean that the provisions can cause concern when a possible case of money laundering compliance arises. Add to this the changes that will be brought about by the 4th EU Directive on the topic, and the prominence given to the topic by the SRA in its recent Risk Outlook updates, and an update for reporting officers and others with compliance responsibilities will be timely.

This interactive session explains the controls currently in place both under relevant legislation and the Money Laundering Regulations 2007 and looks forward to the changes that will be imposed to address the 4th EU Directive. Extensive use of case studies and actual reporting and compliance problems will ensure a highly practical session for all delegates.

5 hours CPDUpdate

HOT TOPIC

Future dates online

Cost-effective

in-house training

tai lored to your needs

Contact our IN-HOUSE TEAM

on

0121 362 7707clt in-house@clt .co.uk

www.clt .co.uk/in-house

IN-HOUSE TRAINING

Two-day Law Firm Management Masterclass

Speakers: Charlotte Points, Peter Scott and Simon Smith

This is a comprehensive two day Masterclass in law firm management designed to provide essential training in the core management areas of legal practice for partners and other senior lawyers with a management role in their firms, for non-lawyer managers in legal practice, and for those seeking to set up their own practices. It will satisfy the requirements of the Solicitors Regulation Authority for those requiring 12 hours’ management training in order to supervise a practice.

The course will be delivered in four half-day sessions, which include practical case studies and discussion groups, over a two-day period. It is presented by CLT’s highly experienced speakers in law firm management, all of whom have held senior management positions in leading law firms.

What you will learn:

• Session 1: Law firm strategy – to gain your competitive advantage• Session 2: Profiting from practice: financial management• Session 3: Getting the best out of people• Session 4: Leadership, strategic implementation and risk

The SRA Handbook and Chapter 7 of the SRA Code of Conduct makes the effective management and supervision of a firm a matter of professional conduct. This requires partners to be able to demonstrate that their firms have effective systems and controls in place to achieve and comply with every requirement of the SRA Handbook. This course will help you meet this requirement.

0121 362 7705 | [email protected] | www.clt.co.uk | Quote booking reference SG121374

Law Firm Management | 7


£420 + VAT Package price (minimum spend applies) £480 + VAT CLT Members/£960 + VAT Non-members12 hours CPD

Advanced

London 29 - 30 Mar Birmingham 25 - 26 Apr

Excellent course - very practical and thought provoking. Taking away several important ideas that I will be implementing via my Management Board

Future dates online


6 hours CPD

London 4 Apr

Management Course Stage 2 – Developing the ManagerSpeaker: Damon Swindell

The need for effective management in law firms has never been more crucial than in today’s rapidly changing environment. As your career as a solicitor develops your ability to manage becomes more and more crucial.

If you have or are hoping to have additional management responsibilities as a senior solicitor or new partner in private practice this is the course for you.

This course covers strategic practice disciplines and the skills and personal qualities sought in a successful manager and partner.

• Business planning• Drivers of profitability• Marketing• Role and responsibilities of a manager• Developing leadership skills

The Solicitors’ Code of Conduct Practice Rule 13 makes the effective running of the firm a matter of professional conduct, requiring partners ‘to be able to produce evidence of a systematic and effective approach to management’. This course will help you meet this requirement.

£240 + VAT CLT Members/£480 + VAT Non-members

7 hours CPD

London 16 Jan, 2 Mar, 3 Apr, 11 May, 6 Jun, 22 Sep, 23 Oct Manchester 7 Jun, 3 Oct

Management Course Stage 1

Speaker: Charlotte Points or Damon Swindell

Management Course Stage 1 teaches the core skills required to successfully manage a legal practice. It is designed for solicitors in their first 3 years post-qualification but will also provide a useful introduction to many core management techniques for more senior lawyers who have not previously undertaken formal management training.

The course covers the basic principles in areas such as:

• Understanding the environment for legal practice

• Managing law firm finance• Client care and managing people (organisation,

motivation, delegation and dealing with underperformance)

It is delivered by CLT’s highly experienced trainers, who have extensive training and practical law firm management experience.

Well taught, presented and relevant

Advanced Foundation

8 | Law Firm Management


Law Firm Management | 9


6 hours CPD

London 8 Mar

Management Skills for Leaders of In-house Legal Teams (Management Course Stage 2)

Speakers: Mark Prebble and Anthony Inglese

This course meets the needs of those who are managing an in-house team or have aspirations to do so.

It complements Management Course Stage 1 for In-house Lawyers which provides an orientation for in-house lawyers in the early stages of their career (and was previously called Management Course Stage 2).

If you are new to a management role, this course will provide you with the training you need. If you are an experienced manager, it will provide calibration that you are on the right track or a stimulus to adapt your approach.


• Business strategy for the legal department• Client relationship management• Managing and developing the in-house

legal team


6 hours CPD

London 28 Mar, 12 Jun

Understanding and Interpreting Company AccountsSpeaker: Mark Vickers

This full day course is aimed at practitioners who are involved in day to day Corporate Finance relating to disposals, acquisitions and mergers. It will also be of interest and benefit to Private Client lawyers with private family trading companies. It provides guidance in the use of accounting concepts and techniques, the components of a set of financial statements; and how to understand and interpret such statements and related information in decision making from both the lenders’ and investors’ perspective.

Topics covered on this course include:

• The Accounting Equation • Financial Regulation• The Balance Sheet (Statement of Financial Position)• Fixed and Current Assets• Long and Short-term Liabilities• Statement of Shareholders’ Equity• The Profit and Loss Account (Income Statement)• Gross Profit and Operating Profit• Goodwill, Depreciation, Stock Valuation and Bad Debts• The Cash Flow Statement (profit vs cash)• Ratio Analysis – profitability, liquidity, asset turnover• Investor Ratios• Group Accounts and Associated Companies• Break-even Analysis• Illustrative case studies

Advanced Foundation

Future dates online

10 | Business Development

BEST SELLER


6 hours CPD

London 26 Apr, 12 Oct

Business Development for LawyersSpeaker: Kim Tasso

This course will equip lawyers with a range of strategic marketing, tactical business development and selling skills and activities which they should undertake whether working with commercial or private clients.

Get ready• Set goals• Consider your firm and departmental context• Analyse your referrers, clients and work• Discover new client needs and develop new

services• Select the right strategy• Develop a niche practice

Take action• Identify targets using research• Raise your profile• Use social media to listen to the market and

make connections• Generate enquiries and leads

Produce results• Learn selling skills• Manage client and contact information• Pitch effectively for new clients and work• Convert enquiries into clients• Develop action plans• Monitor progress and results

Foundation

TECHNICAL LEGAL PRACTICE

WORKING WITH OTHER PEOPLE

MANAGING YOURSELF AND YOUR OWN WORK

ETHICS, PROFESSIONALISM AND JUDGEMENT

All of our courses have been aligned with the new SRA

competence areas, meaning each course will cover at

least one of the following:

Read more about the competence areas visit www.clt.co.uk/ABCD


Managing People | 11

£240 + VAT CLT Members/£480 + VAT Non-members

7 hours CPD

London 9 Mar, 5 Jun Nottingham 5 Apr Southampton 11 May Manchester 16 May

Legal Aid Supervision: An IntroductionSpeakers: Vicky Ling and Matthew Moore

This course has specifically been designed for those who are stepping into the role of legal aid supervisor or deputy for the first time.

The course has been written with the demands upon supervisors under the SQM/Lexcel and legal aid contracts in mind, and explains the role of the legal aid supervisor and the management skills needed to be effective.

• It meets the generic requirements for supervisor status on page 1 of the LAA Supervisor Form

• Meets the supervisor standards for new crime contracts

• Meets the supervisor standards for civil and family contracts to be re-tendered in 2017

• Covers supervision requirements in current legal aid contracts

• Covers SQM 2013 and Lexcel 6 requirements for supervision and file review

• Provides levels of competence as required by the SRA competence statement

• Practical supervision - day to day techniques for better file compliance

• Hints and tips for dealing with legal aid audits • Building relationships and credibility • Time management

Foundation


6 hours CPD

London 16 May Manchester 22 May

Supervision: Essential Skills for LawyersSpeaker: Martin Richardson

At an increasingly early stage post qualification, associate fee-earners are being asked to ‘manage’ a more junior colleague and his/her work, whether as part of a particular current matter or on a more structured organisational basis. This new responsibility requires the acquisition and use of a fresh set of non-technical skills so that the work of the junior can be supervised effectively and thus directly contribute to the efficiency and profitability of the fee-earning team.

The course is designed to cover the core elements of successful supervisory skills and will deal with the key issues which participants will face when managing a more junior colleague.

• Supervision – its importance and its place in the management spectrum

• The regulatory requirements governing supervision

• Change – dealing with the acquisition of new responsibilities

• Personalities and learning styles – understanding your juniors and what process works best for developing their competence

• The supervisor as leader – role, function, and behavioural approaches

• Coaching – what it involves and how to do it• Motivation – understanding the key drivers that

will get the best out of your junior

Intermediate

Future dates online

12 | Managing People


6 hours CPD

London 7 Mar

Managing and Motivating PeopleSpeaker: Keith Harper

For anyone with staff responsibilities within a legal environment, this course provides an overview of the key issues to be understood to manage people well in a rapidly changing environment.

For law firms, people are the most important and most costly investment made. It is therefore vitally important that all ‘people managers’ understand a range of tactics and methods to ensure that the firm not only maximises its return on the investment but also creates a culture within which staff are happy and want to play their part in achieving the firm’s goals.

This practical and interactive course takes the fear out of managing people and explores the following key areas:

• What is different about law firms?• Common goals, values and standards• Motivating people• Leadership and teams effective delegation

coaching and development• Performance management and ‘difficult’ people• Managing change

6 hours CPD


Preparing for Partnership NEWSpeaker: Robert Mowbray

Are you looking to discover the key to becoming a confident and successful partner? If you are an ambitious associate or newly promoted partner, our inspiring, interactive course is for you. Discover how to make an immediate contribution to the business and watch your career flourish.

The course will cover:

• What is the role of a partner?• Building a strong portfolio of clients-where

do they come from and what are the required business development skills?

• Am I comfortable turning leads into new instructions?

• What is meant by “creative” pricing and how can this innovation help to attract new work?

• Matter planning & pricing – the financial considerations

• How do we reduce the cost of doing work without diluting the quality?

• Learning to negotiate fees with confidence and get them paid!

• Why do so many firms have cash flow problems and how do we get cash from clients sooner?

• Profitability – How to benchmark performance against others

• Case study – Harrington, Clarke & McDowell• Introduction of project work in groups

Intermediate Intermediate

London 9 Mar


Managing People | 13

6 hours CPD


Performance Management in Legal PracticeSpeaker: Helen Boardman

If you are responsible for managing the performance of people in a legal practice environment, then this one day workshop is for you. Specifically designed to help you achieve maximum effectiveness quickly, it will equip you with the tools, knowledge and attitudes you will need to help others give their best in their roles.

The course is ideal for lawyers who also need to manage, whether that is managing individuals, teams or departments, including both legal and support staff.

Practical, pacy and relevant, this course will enable you to handle management of people to help you achieve successful performance for your firm or organisation.

You will learn how to:

• Get to grips with your role as a manager• and leader• Understand the main factors which affect• job performance• Define and communicate performance standards• Delegate effectively• Give feedback that people can actually use!• Manage poor performance• Inspire people to perform at their best• Use coaching as a development tool• Build a culture of excellence

Intermediate

Newcastle 21 Mar London 7 Apr

Performance Management and Capability Procedures - Making Them WorkSpeaker: Rosamonde Quincey

Treading the precarious path between getting the best out of employees through performance management whilst avoiding claims for bullying or disability discrimination is one which employment practitioners and those they advise often shy away from.

This course will address the principles and practicalities of capability procedures and performance management so as to equip you to offer proactive appropriate advice to clients. It will also include reference to the government’s introduction of ‘protected conversations’ and their impact on capability and performance procedures and the important issue of retirement and capability in light of the Seldon case.

The course will address the following:

• Distinguishing between capability and disciplinary issues

• Drafting appropriate policies • Identifying a disability under the terms of the

Equality Act 2010 and then how to proceed • Retirement and capability - how to proceed in

light of Seldon and Equality Act 2010 • Protected Conversations - what difference will

they make? • Compromise agreements/settlement agreement -

understanding the principles and the ACAS guidlines


6 hours CPD

HOT TOPIC

Update

London 3 Apr

Future dates online

14 | Personal Skills

£210 + VAT Package pricece (minimum spend applies) £240 + VAT CLT Members/£480 + VAT Non-members

6 hours CPD

London 6 Mar

Finance Masterclass for Legal ProfessionalsSpeaker: Eugene O’Connell

This course gives attending delegates with little or no prior background in finance and / or accounting the basic foundation to understand financial accounting, financial reporting and business valuation. To be able to discuss financial matters with the CFO, clients or the board on a more equal footing. The course enables delegates to confidently evaluate performance from the viewpoint of different stakeholder groups. They will be ready to identify and respond to the risks and constraints that face corporate management on a regular basis. Areas covered include fundamental business financial management concepts and investment analysis tools such as ROI & IRR, risk-return relationships, balance sheet and P&L analysis, cost of capital, capital structure, and cash flow management.

Throughout the workshop delegates will hear of many practical case studies and get the opportunity to work through live examples.

Who should attend?

• Lawyers in private practice• Corporate Lawyers• Associate Lawyers• Paralegals• Legal Secretaries• Accountants• Legal Executives• Investment professionals


3 hours CPD

London 16 Feb am Birmingham 15 Mar pm Leeds 5 Apr pm

Confidence and You

Speaker: Helen Boardman

Self-confidence is extremely important in almost every aspect of our lives, yet so many people struggle to find it. Confident people inspire confidence in other people - their clients, their audience, their peers, bosses and friends. No one would support a project which was led by someone who appeared nervous, fumbling or over apologetic – and this may well be how people see you. The great news is that self-confidence can be learned and built on. Whether you are working with your own confidence or building the confidence of people around you – it’s worth the effort of learning some new techniques and ideas.

This highly practical course is not about assertiveness – it is about recognizing why you lack confidence and learning some tips and techniques to change this and become happier and more successful in all aspects of your work and personal life.

What you will learn on this course:

• What does self-confidence look like?• How confident are you – Quiz• How you appear to others• Your past achievements• Your strengths• Where do you want to go – small or larger steps?• Defeating doubts• Acquiring new skills• Designing your Personal Confidence Plan• Goal setting

Intermediate Foundation


Personal Skills | 15


5 hours CPD

London 24 Apr

Getting the Very Most Out of Your DaySpeaker: John Ranson

The key to making the most of your time is planning and then protecting your plan. People who say that they have no time do neither plan nor protect.

Getting the most from your day is chiefly about conditioning your environment, rather than allowing your environment to condition you. If you tolerate, and accept without question, the interruptions and demands of others then you create your own time management problems.

Objectives:

• To understand a seven stage process for managing your time

• To become aware of where your time is being spent

• To be aware of where your time should be spent

• To take away some key hints and tips for immediate application

• Current use of time• Time comparisons• Time wreckers• Prioritising tasks• Improving your efficiency• Delegation• Assertiveness• Review


6 hours CPD

London 4 Apr

Presentation Skills for Lawyers

Speaker: David Tovey

Presentation skills need to be a fundamental part of every lawyer’s skills repertoire.

This course has been designed for lawyers and other law firm professionals with no or very little experience of delivering presentations. It will be ideal for individuals who want to bolster their confidence and professional profile and standing. It will also be ideal for delegates identified by their employers as being ones they want to give a higher profile to, whether within the law firm or externally to their market and potential new market sectors.

This course will cover the following key presentation skills:

• Understanding what makes a presentation work well – and what to avoid

• Content creation – writing a great presentation• What does this audience really need?• What do I need to get across?• What do I need to leave out?• Designing visuals to help you to communicate –

how to speak in public using: voice; stance; humour; gestures

• The use of notes• Managing nerves• Learning to love questions from the audience• Being able to write brilliant content tailored

to meet the needs of any specific audience and then deliver it in ways that are engaging, memorable and compelling

Intermediate Foundation

Future dates online

16 | Personal Skills


6 hours CPD

London 12 May

Negotiation Skills Improvement WorkshopSpeaker: Helen Swaffield

Everyone negotiates; not everyone negotiates well. Improve your own skills through this interactive workshop which develops the practical skill of the delegate through a series of case studies. As a result of participation throughout the sessions you will gain an improved negotiation technique.

The course is suitable for lawyers, business managers and other professionals.


• Preparing effectively for face to face negotiation and meetings and understanding how the theory can change your practice

• Implementing and identifying different negotiation strategies

• Dealing with tactics from the other side• How to avoid deadlock• Controlling the agenda• Spotting professional conduct problems• Putting forward an effective argument• How to be persuasive• How to make rational and measured concessions• Managing a client’s expectations and

benchmarking and dealing with ‘terrorists’


6 hours CPD

London 13 Mar

Project Management for Transactional LawyersSpeaker: Martin Richardson

Running a transaction requires operational efficiency based on first class organisational skills. Clients appreciate a lawyer who runs their matter smoothly and effectively. Quality project management ensures that you achieve the right outcome for your client with maximum efficacy.

Participants will use a current matter of their own (no files needed) as an action learning case study throughout the course.

Course content:

• The nature of a project• Benefits of project management• The stages and phases of a project• Client instructions and scoping• Setting parameters• Planning the project• Work breakdown and task analysis• Resource allocation• Setting timelines• Using GANTT charts to control task activity and

work flow• Monitoring the process

Intermediate Intermediate


Personal Skills | 17

£105 + VAT Package pricece (minimum spend applies) £120 + VAT CLT Members/£240 + VAT Non-members

3 hours CPD

London 15 Feb pm Manchester 7 Jun pm

Writing Clear Client Alerts, Briefings, Updates and NewslettersSpeaker: Helen Boardman

Clients are frequently not lawyers, and they have a very different way of looking at written materials. In today’s world where the internet and social media have changed the rules on written communication, it is important to be able to design alerts, briefings, updates and newsletters that put the reader first. This new course shows you how to engage with clients immediately through what you write. The course will show you some new writing ideas that will help you to grab the reader’s attention, signpost the important part of the message for the client and sharpen up your language and message structure. What better result than to be able to design and write communications that clients actually read and understand. If you regularly write to clients in the form of alerts, briefings, updates and newsletters then this course is an essential start point.

What you will learn on this course:

• What clients want, and what they have time to read• Working with the reader’s perspective• Social media – writing for effect• The ‘first and last rule’• Repetition - why we should use it• The ‘Magic of Three’ • Designing headlines which tell a story• Designing subheads that will inform the reader

Foundation 3 hours CPD


Manchester 7 Mar am London 5 May am

Improving Your Financial Performance on Client WorkSpeaker: Simon Smith

Now more than ever it is vital that every practitioner understands the impact of their individual behaviour on a firm’s financial performance.

This interactive half day course provides some quick wins to improve the ‘outputs for inputs’ equation, and shows how personal effectiveness is a key measure of improved financial health. The course is suitable for all fee earners.


Understanding your individual impact on the firm:

• The effect of making minor changes• The ‘cumulative impact’ rule• The reinforcing nature of ‘habits’ – good and bad

Time recording :

• Management tool or billing system? • Getting the language right – the problem with

‘chargeable’ time• How to reduce time ‘leakage’ (without working

harder)

The ‘moments of truth’ in any engagement:

• Recognising when they arise• How to avoid things turning sour• What does ‘excellence’ really mean?

Foundation

More webinars online

We understand that time out of the office can often be difficult to find which is why we have put together a range of online webinars.

Lasting just one hour, they can be viewed at any time, anywhere.

View our full offering of webinars at www.clt.co.uk/webinars

Continuing Competence: Get Ready for the New Regime - Recorded Workshop Are you ready for the new regime?

This recorded workshop explains the new system of continuing competence and walks you through the SRA’s competence statement. It outlines the responsibilities that you and your firm have under the new regime and demonstrates how you can really benefit from well-planned learning and development activity. Keith Harper

Business Writing Essential viewing for all! Packed full of practical exercises and detailed presentation, watch and learn:• Email etiquette and best practice• When email is appropriate and when it is better

to write a document such as a letter or memo• The ten commandments for writing an

effective email• Business conventions to follow when writing letters• The different structures you can use for business

documents• Redrafting poorly worded emails to set a more

appropriate tone• Best practice for writing memos and telephone

notesJohn Trimbos

The Bribery Act 2010 - A Refresher and Update This webinar will provide a refresher for solicitors who need to know about the Act whether in the context of practice management or of advising clients who may be affected by the rules and who need to ensure they are compliant. The session will consider how to structure an effective compliance programme and how to train staff. The much publicised corporate offence will be explored in the light of recent decisions along with the meaning and potential availability of the adequate procedures defence. The extra-jurisdictional nature of the legislation will also be discussed. Andrew Pickin

Managing Difficult People This webinar will give you a good understanding of what constitutes a ‘difficult person’ and techniques you can use when dealing with difficult people. The webinar will cover behaviours associated with difficult people, communicating in Difficult Situations and assertiveness as a style of communication. John Ranson

Quick Wins on the Client ExperienceClients take it as given that you are competent at your job and that the legal advice you give is correct. What really separates you from the competition, is how your clients experience the ‘client chain’. In this one hour webinar, Simon Smith explains the opportunities you have at the beginning, middle and end of the chain to ensure your client feels fully engaged in the legal process and is not just willing but actually does recommend you to others.Simon Smith

Webinar Highlights

We understand that time out of the office can often be difficult to find which is why we have put together a range of online webinars.

Lasting just one hour, they can be viewed at any time, anywhere.

View our full offering of webinars at www.clt.co.uk/webinars

Supervision Skills Our expert speaker, Martin Richardson, answers in detail the following questions relevant to supervision skills:

• What is supervision and how does it fit into the general management framework?

• What changes to his/her working style should a supervisor make when supervising?

• How can a supervisor best tailor his/her approach to the supervising process?

• Are there any leadership issues involved in supervision?• What part does coaching play in supervision?• How does a supervisor get the best out of those

he/she is supervising?• To what extent is effective delegation an

important element is supervising?• What communication skills does a good

supervisor need?• How can a supervisor best give feedback on

supervised performance?Martin Richardson

Presentation Skills: Presenting with Confidence Making presentations remains one of the most daunting aspects of any professional’s career. Whether it be the formal business pitch or the informal public speaking engagement, presentations have the capacity to turn a normally confident business professional into a bag of nerves. This webinar will help anyone who wants to be able to present with greater confidence and make more of an impact in front of an audience. John Sharkey

Branding and the Law: A Practical Guide to Increase Fees Give yourself an edge over the competition this webinar will look at what content lawyers need to produce to make their marketing as effective as possible. Marc Duke

Effective Minute Taking Join this highly interactive and participatory webinar and learn the key information recording skills which will help you get the most out of your meetings. Speaker John Trimbos uses a mixture of tutor presentation and viewer exercises with model answers to ensure the topic is thoroughly understood. John Trimbos

Proof Reading for Lawyers Proof reading is one of the more arduous tasks in legal life, but an extremely important one for obvious reasons. Typos have an alarming habit of sneaking through into finished documents. This webinar will cover the most commonly overlooked typos, different proof reading methods, frequently confused words, punctuation and how it can change the meaning of sentences by mistake and common spelling mistakes. John Trimbos

Coping With StressAn essential webinar for everyone! We all have pressure and stress in our lives but there are ways and methods of coping with this. Learn how to ‘stress-proof’ your life with some new and different ideas. Helen Boardman

Exceptional Front of House SkillsIf you spend time on a firm’s reception desk or act as first port of call for your firm’s clients, then this webinar is for you! You will learn how to create gold standard customer/client care and raise the profile of the firm to all visitors. Great legal firms have even greater front of house staff, and you can easily improve and add to your skills. Helen Boardman


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Speakers

Central Law Training offers the very best speakers, all engaging presenters and experts in their field, they help make our courses and conferences the

finest in the country.

Helen Boardman Helen is a business skills and personal development specialist with over 20 years of experience working with top professional services firms, clients and businesses. She has hands on experience of working with large and small groups, designing and facilitating personal development courses which get results, and ensuring that participants put learning into action. Helen advises, trains and coaches individuals and teams on how to manage time, cope with stress, work with teams, create great communication links and manage team members.

Marc DukeMarc is a Chartered Marketer with a CIM Postgraduate Diploma in Marketing and he is currently a consultant specialising in business-to-business marketing. He has over fifteen years’ marketing experience helping businesses grow through generating brand awareness by understanding their products/technologies while providing the marketing know how to reach their customers in a focused and cost effective way.

Keith Harper Keith is Managing Director of Harper Professional, and is a management consultant and trainer who works solely with law firms. He has 15 years’ experience of successfully advising and training a wide range of clients from global businesses to small partnerships. From previous senior roles in industry, and the professional services sector, Keith has gained a wealth of experience of management issues, and specifically of the role of management within the legal environment.

Anthony Inglese Anthony was the top lawyer at five government departments before his retirement. His last legal department won two awards in 2013 for Best In-House Public Sector legal team of the year.

Vicky Ling Vicky is a specialist legal aid consultant, member of the Low Commission and formerly managed a CAB, a law centre and a housing advice centre, as well as implementing the then Legal Aid Board’s quality assurance standard.

Our expert speakers

Matthew Moore Matthew, LL.B, MCIPD, C.DipAF is the director in charge of Consultancy Services with Infolegal Ltd and also a consultant solicitor with Jayne Willetts & Co. Matt has over 25 years’ experience of consultancy and training work with the profession and is the co-author of “the Solicitors Office Procedures Manual” and “Money Laundering Compliance for Solicitors”, both published by Professional Compliance Publishing.

Robert Mowbray Robert is an accountant who has worked in and with professional service firms for nearly 30 years and who is an expert on law firm profitability and management. His clients have included everything from the largest City firms, through large regional firms and down to the most entrepreneurial smaller firms.

Eugene O’Connell Eugene has 25+ years’ training and coaching experience at middle and senior level management in a variety of businesses across a wide range of international organisations. He has trained and coached developing leaders specialising in Finance for Non-Financial Managers, Developing Commercial Awareness and Business Acumen. He is also a specialist in Leadership and Management Skills and has mentored and managed multinational teams of bankers in Japan and worked with investment-banking teams on three continents.

Andrew PickinAndrew is a solicitor with more than 30 years’ experience in private practice at two national law firms. Andrew retired from Shoosmiths in April 2016 where he was involved in presenting legal training to a range of audiences over many years. Andrew now combines his legal training work with a number of voluntary roles in education and economic development. He is also a member of the Law Society’s Education and Training Committee.

Charlotte Points Charlotte, an independent HR and training consultant, has worked with the legal profession over many years both in-house, as Head of Training and Personnel, and in a consultancy role.

Mark Prebble Mark worked for 20 years as an in-house lawyer for companies in the UK and Europe. In 1998 he left The BOC Group plc where he was Group Legal Adviser, to set up Lawyers in Business, an organisation dedicated to support and develop in-house lawyers.

Rosamonde QuinceyRosamonde is an experienced HR consultant with many years’ experience. Her clients include multi-nationals and SME’s and range from public to private sector.

John Ranson John has a vast range of experience in management training from many sectors and delivers enjoyable, practical training focused on providing solutions for day to day business issues.

Martin Richardson Martin is a lawyer who began his career as a legal academic before moving to the City and the former Berwin Leighton to set up and run the firm’s first professional development programme.

Peter Scott Peter is a solicitor and former Managing Partner of Eversheds London and European offices. He acts as an adviser and coach to many law firms in the UK and abroad in relation to their financial, strategic, performance, compliance and business development issues.


Simon Smith Simon is a Consultant and trainer to UK law firms. Formerly, he was an equity partner for 30 years and as a Managing Partner, successfully led the growth and development of a multi site regional practice over a 10 year period. Simon is a creative leader with a strong commitment to strategy. Current clients include both large and specialist law firms. He also holds statutory and governance roles across many sectors including - s.28 appointment to the Broads Authority; Joint Audit Committee of the Cambridgeshire Crime Commissioner and Constabulary; Adjudicator of the CILEx Compensation Fund; Standards Board, Leicester City Council. Additionally, he a Director of a Times Top 100 Housing Association and was a long serving Director of the leading law firm network, Lawnet Ltd.

Helen Swaffield Helen is a barrister with 20 years’ experience in commercial litigation. Within her practice at St Ives Chambers, Helen works with government bodies and leading firms of solicitors on a range of commercial and in-house projects.

Damon Swindell Damon has worked with hundreds of private practice firms for many years advising and assisting on a range of management issues. Previously head of a national solicitors network, he is now concentrating on risk management. Damon is also a Law Society approved Adviser for the Lexcel Standard.

Kim Tasso Kim is an independent Strategic Marketing Consultant, specialising in the professional services sector, with over 30 years experience. Qualified in psychology, management, marketing, coach/mentoring and NLP, Kim started her career in sales and marketing positions. She then worked in-house in a senior business development role at Nabarro Solicitors before establishing Practical Marketing Consultancy.

David Tovey David is an International speaker presenting key note talks, seminars and master class workshops. A full member of the Professional Speaking Association, he has a reputation for inspiring audiences to take action. After a successful corporate career in sales and marketing, David has worked at all levels with thousands of professionals in law, commercial property, technology, accounting, financial services and engineering sectors; developing teams, individuals and leaders to help them increase fee income from new and existing clients.

John Trimbos John was admitted as a solicitor in 1988 and is an Associate Member of the Chartered Institute of Personnel and Development. He started his professional life with the Treasury Solicitor’s Department, before moving to the private sector in the early 1990s. In the mid 1990s he moved to lecturing at the Oxford Institute of Legal Practice before moving back to the City. He has worked with the top City law firms as a transactional lawyer and latterly as an in-house training manager and is an experienced consultant specialising in interpersonal and management training.

Mark Vickers Mark trained and qualified as a chartered accountant with Deloitte Haskins & Sells. He then went on to lecture at Caer Rhun Hall, North Wales, specialising in financial accounting, taxation, executorship and trust accounting and he has co-founded and been the finance director of three public companies. Mark is now a visiting lecturer at Bangor University Business School and Central Law Training. His practice base comprises private client and small to medium businesses with related taxation; and probate.

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Sutton Coldfield, West Midlands, B72 1SX

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