OBA PROGRAM | Original Program Date: May 7, 2020

Are you ready to leave your firm? Are you ready if another partner decides to leave your firm? Have you considered how the departing partner will be compensated? How will you ensure a smooth transferral of files and retention of clients? Regardless of whether it’s a change in life circumstances, maybe a partner (or you) getting appointed to the bench or a well laid-out five year plan, every law firm needs a comprehensive succession plan. This experienced faculty will focus on practical tips, whether it’s financial models that will allow for retirement and partner compensation, specific clauses in partnership agreements, or real-life ways in which to approach client and file retention. Join us for a insightful program that will provide you with a roadmap to a successful succession plan.
 

PROGRAM CHAIR

Samantha Biglou , Mason Caplan Roti LLP

PROGRAM SPEAKERS

Kathleen Geiger, Geiger Law Practice Sales
Alison Manzer, Cassels Brock & Blackwell LLP  
Phillip Spring, MNP, LLP

AGENDA

To view the full program agenda, please click here.