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