2018 Path to Partnership Institute

Event Description


Back by popular demand, join us for this full-day session packed with useful information on law firm partnership.  Whether you are on partnership track, or aspire to be, this is the place to get answers to questions you didn’t even know you had.

Presented by the MSBA and HCBA New Lawyers Sections

The New Lawyers Section Business Meeting with round table discussion will follow the CLE at 5:30 pm. at the MSBA


8:15 - 9:00 a.m. Check-In, Breakfast Networking, and Opening Remarks
9:00 - 9:45 a.m. The Partner Mindset: Accountability and Leadership

Brett Larson, Shareholder and Chair of Business Services Group, Messerli & Kramer, P.A.

Come shift perspectives into the partner mindset in this dynamic session so you can take charge and take ownership of your firm and your future.
9:45 - 10:30 a.m. Tax and Financial Planning for Future Partners

Tom Pesch, Principal at Olson Thielen CPA
Nate Nelson, Tax Manager at Olson Thielen CPA

This session focuses on the thing everyone is too polite to talk about – money.  Plan ahead for the financial impact of your buy-in, and the differences in your tax filings, with accounting experts.
10:30 - 10:45 a.m. Break
10:45 a.m. - 12:00 p.m. Law Firm Profitability and the Path to Partnership

Skipp Swayze, CFO at Dorsey and Whitney

Get the inside scoop on how law firms make money, and what financial metrics like realization, origination, production, and overhead you are responsible for at different stages in your career.
12:00 p.m. - 1:00 p.m. Lunch with Panel: “What is Partnership Really Like?”

A group of partners will share their honest opinions about what partnership is really like, partner dynamics to be aware of, and other things they wish they had known.  All questions welcome.

1:00 - 2:15 p.m. Negotiation Workshop on Partnership Agreements

Paul M. Floyd, Partner at Wallen-Friedman & Floyd, P.A.

Back by popular demand, this session will include a workshop of common clauses to partnership agreements.  Learn what you will be asked to sign, and what you can – and can’t – negotiate.

2:15 - 2:30 p.m. Break
2:30 – 3:30 p.m. Overcoming Institutional Biases (1.0 Elimination of Bias)

Kendra Brodin, Director of Lawyer Talent at Briggs and Morgan, P.A.
Summra Shariff, Executive Director at Twin Cities Diversity in Practice

The “traditional” law firm has, historically, not been a place of equality.  Come hear about trends in diversity and inclusion, bullying, and harassment so you can be a change leader in your firm.

3:30 - 4:30 p.m. Malpractice Insurance and Common Ethical Pitfalls (1.0 Ethics)

Molly Eiden, Claim Attorney at Minnesota Lawyers Mutual Insurance Company
Jessica Klander, Attorney at Bassford Remele

Life changes when you are “on the hook.”  Get the lowdown on how your malpractice insurance works and what to watch out for, including an overview of common errors from a substantive, administrative, and conflicts of interest perspective.
4:30 - 4:40 p.m. Closing Remarks

CLE Credits:

4.5 Standard, 1.0 Elimination of Bias and 1.0 Ethics CLE credits approved | Event Code: 256207


MSBA/HCBA Member: $49
Non-Member: $199

Remote Participation:

Remote Participation is NOT available.

Want more information about the New Lawyers Section ?
To register with a check, please mail in this registration form .
Need to cancel? Please see our cancellation policy .
Questions? Contact Shawn Carlson | 612-278-6305

If you need reasonable accommodations to participate in this event please notify Shawn Carlson at 612-278-6305 or scarlson@mnbar.org.  Please provide notification at least 72 hours prior to the meeting to allow sufficient time to make arrangements for accommodations at this event.

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Pre-Registration is Closed

Thursday, April 12, 2018

8:15 AM to 4:30 PM

Briggs and Morgan
80 S 8th Street
Minneapolis, MN 55402