FMRC

Successful Succession and Exit Strategies Sydney
2019-11-21 09:00 - 13:00 (Australia/Sydney) | Chartered Accountants Australia and NZ, 33 Erskine Street, Sydney, New South Wales, 2000, Australia
This intensive workshop will equip you with the skills to ensure a smooth and successful transition of your practice from one generation to the next.
The most significant concern for practitioners working in small-medium sized firms or operating as a sole-practitioner centre around issues of succession planning. Well managed, profitable firms with a solid client base are highly sought after. The owners of these firms need to have a well thought out strategy to fully realise the value tied up in the practice.
This workshop has been developed to provide you with a clear understanding of how best to prepare your businesses for sale and implement an effective and robust succession plan.

Successful Succession and Exit Strategies Melbourne
2019-11-22 09:00 - 13:00 | Oaks On Collins, 480 Collins Street, Melbourne, VIC, 3000, Australia

Partnership Management Masterclass Auckland
2019-11-28 09:00 - 17:00 | Grand Mercure Auckland, 8 Customs Street, Auckland, 1010, New Zealand
This one day programme will explore current best practice in partnership management with a view to assisting participating firms to increase performance and profit.
We will explore current thinking in performance management, partner compensation and succession management. We will address mechanics for partner entry and exit as well as strategies to manage senior employed lawyers. During the programme we will address contemporary issues in a pragmatic manner, exploring how firms are managing with changing demographics and partner expectation.
Although the focus of this master class is the ‘partnership’ it is totally relevant for incorporated legal practices as well. Most incorporated professional legal firms have retained a ‘partnership culture’ among owners and those who may aspire to ownership. While some of the mechanics of succession may vary the principals remain consistent. We will explore these issues.
*Registrations cancelled within one week of a workshop incur an administration charge.
*FMRC reserves the right to cancel workshops due to insufficient registrations.

Sole Principal / Incorporated Legal Practice January 2020
2020-01-28 08:30 - 2020-01-30 18:00 | Chartered Accountants Australia and NZ, 33 Erskine Street, Sydney, New South Wales, 2000, Australia
Learn the systems essential for running a successful sole practice. This highly practical course provides you with the skill set necessary to achieve your aims. Leave the course with a properly constructed business plan for your practice.
This plan will cover the key operational areas of:

Strategic direction
Financial management
Practice development
People management

Special Feature – Ongoing financial management support
Free access to the FMRC Legal Business Monitor which allows you to:

Benchmark the performance of your firm against KPI’s from the FMRC database;
Calculate the cost of production of the fee earners in your firm; and
Provide online practice management training for you and your staff.

Small Firms / 2-34 Principals February 2020
2020-02-25 08:30 - 2020-02-27 18:00 | The Grace Hotel, 77 York Street, Sydney, New South Wales, 2000
This program focuses on increasing the managerial skill set of new and aspiring partners.
You will know how to contribute effectively to the partnership from a fee generation and
business management perspective. Key topics include:

Financial mechanics of a legal practice and how they are applied to your firm
Building an enviable client base that results in constant referrals
Partnership management issues to enable you to drive the performance of your fellow partners

Special Feature – Ongoing financial management support
Free access to the FMRC Legal Business Monitor which allows you to:

Benchmark the performance of your firm against KPI’s from the FMRC database;
Calculate the cost of production of the fee earners in your firm; and
Provide online practice management training for you and your staff.

Large Firms / 35+ Principals March 2020
2020-03-24 08:30 - 2020-03-26 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing
You will examine the strategic management issues relevant to new partners of
Australia’s largest legal firms. A separate program has been devised for this course.
For details see www.fmrc.com.au. Key areas covered are:

Financial performance
Managing staff
Partnership issues
Professional conduct issues

Sole Principal / Incorporated Legal Practice April 2020
2020-04-07 08:30 - 2020-04-09 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Small Firms / 2-34 Principals May 2020
2020-05-19 08:30 - 2020-05-21 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Large Firms / 35+ Principals June 2020
2020-06-02 08:30 - 2020-06-04 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Successful Succession and Exit Strategies in Uncertain Times 16 and 17 June 2020
2020-06-16 08:30 - 2020-06-17 09:30 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing
The current economic uncertainty provides some challenges in relation to succession if traditional approaches are adopted. Sam Coupland has developed this program to provide you with novel strategies for bringing new equity owners into your firm or sourcing an external acquirer or merger partner.
The workshop will be delivered as two one hour live stream sessions plus a one-on-one session to strategise your specific circumstances.

Sole Principal / Incorporated Legal Practice July 2020
2020-07-21 08:30 - 2020-07-23 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Small Firms / 2-34 Principals August 2020
2020-08-25 08:30 - 2020-08-27 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Sole Principal / Incorporated Legal Practice October 2020
2020-10-13 08:30 - 2020-10-15 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Small Firms / 2-34 Principals November 2020
2020-11-17 08:30 - 2020-11-19 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW Sole and Small Firms / 1-34 Principals / ILP Early February 2021
2021-02-02 08:30 - 2021-02-04 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing
This highly practical course will provide you with the practical and implementable skills to manage and
grow your legal practice. The presenters in the program are industry leaders in their area of specialisaiton
which gives you access to the latest management strategies and an understanding of how the best performing
firms are achieving their success and how you and emulate them.
Key topics include:

Financial mechanics of a legal practice and how they are applied to your firm
Building an enviable client base that results in constant referrals
People and Partnership management issues to enable you to drive the performance of your fellow partners
Strategic direction
Financial management
Practice development

Special Feature – Ongoing financial management support
Free access to the FMRC Legal Business Monitor which allows you to:

Benchmark the performance of your firm against KPI’s from the FMRC database;
Calculate the cost of production of the fee earners in your firm; and
Provide online practice management training for you and your staff.

NSW Sole and Small Firms / 1-34 Principals / ILP Late February 2021
2021-02-23 08:30 - 2021-02-25 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Large Firms / 35+ Principals March 2021
2021-03-02 08:30 - 2021-03-04 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

VIC Sole and Small Firms / 1-34 Principals / ILP March 2021
2021-03-09 08:30 - 2021-03-11 17:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Successful Succession and Exit Strategies in Uncertain Times 17 March 2021
2021-03-17 08:30 - 09:30 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing
The current economic uncertainty provides some challenges in relation to succession if traditional approaches are adopted. Sam Coupland has developed this program to provide you with novel strategies for bringing new equity owners into your firm or sourcing an external acquirer or merger partner.
The workshop will be delivered as an one hour live stream session plus a one-on-one session to strategise your specific circumstances.

Successful Succession and Exit Strategies in Uncertain Times 18 March 2021
2021-03-18 08:30 - 09:30 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing
The current economic uncertainty provides challenges in relation to succession if traditional approaches are adopted. Sam Coupland developed this program to provide you with the latest thinking in how to bring new equity owners into your firm or sourcing an external acquirer or merger partner.
The workshop will be delivered as an one hour live stream session plus a one-on-one session to strategise your specific circumstances.

NSW Sole and Small Firms / 1-34 Principals / ILP March 2021
2021-03-23 08:30 - 2021-03-25 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW Sole and Small Firms / 1-34 Principals / ILP April 2021
2021-04-20 08:30 - 2021-04-22 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW Sole and Small Firms / 1-34 Principals / ILP May 2021
2021-05-18 08:30 - 2021-05-20 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Large Firms / 35+ Principals June 2021
2021-06-15 08:30 - 2021-06-17 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW Sole and Small Firms / 1-34 Principals / ILP July 2021
2021-07-13 08:30 - 2021-07-15 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW Sole and Small Firms / 1-34 Principals / ILP August 2021
2021-08-24 08:30 - 2021-08-26 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW Sole and Small Firms / 1-34 Principals / ILP October 2021
2021-10-05 08:30 - 2021-10-07 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW Sole and Small Firms / 1-34 Principals / ILP November 2021
2021-11-09 08:30 - 2021-11-11 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

Large Firms / 35+ Principals Nov/Dec 2021
2021-11-30 08:30 - 2021-12-02 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing

NSW PMC Start-ups and Single Principal Practices February 2022
2022-02-01 08:30 - 2022-02-03 18:00 | https://us02web.zoom.us/j/89520090742, Meeting ID: 895 2009 0742 Passcode: [REDACTED] Zoom Video Conferencing
This highly practical course will provide you with pragmatic solutions to real world, day to day challenges faced by small firms. We will provide you with necessary systems to grow and
develop your firm. This is a program totally focused on enterprise success, both in client experience and financial outcome. All of our presenters have extensive experience in assisting
owners of small law firms achieve their objectives, both short and long term. We have the data, we have the experience we’re here to help.
