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New Partner Practice Management Course | Programme

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  5. New Partner Practice Management Course
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Choose your date and register

Wednesday 11 June 2025 l In person l Sheraton Grand Hotel, Edinburgh

Book now - Wednesday 11 June 2025 l In person l Sheraton Grand Hotel, Edinburgh

Thursday 11 September 2025 | Online

Book now - Thursday 11 September 2025 | Online

Programme

09:30 Introduction and housekeeping from Chair
David Lee
Chair
David Lee
Director, David Lee Media & Events

Session One: Essential responsibilities of becoming a partner

09:35 Back to the future

Speakers will share their experience upon becoming partners, and discuss the main upcoming changes and challenges facing the legal profession.

Patricia Thom
Patricia Thom
Vice President BA(SC) LLB NP
Anne Macdonald
Anne Macdonald
Partner, Harper Macleod
2 Speakers
10:05 Financial hygiene and good law firm funding
Scott Foster
Scott Foster
Chief Operating Officer, Balfour + Manson
10:40 AML essentials: What practice managers really need to know
Richard Farquhar
Richard Farquhar
Manager - Financial Crime & Risk, Ashurst
11:00 Comfort break

Session Two: Regulations and ethics

11:20 Financial compliance: Accounts Rules overview
Sharon Brownlee
Sharon Brownlee
Financial Compliance Manager, Law Society of Scotland
Natalie Cooke
Natalie Cooke
Financial Compliance Manager, Law Society of Scotland
2 Speakers
12:00 Adherence to ethical standards and the complaints process: Case studies

Complaints avoidance and handling are routinely identified by partners as the single most important aspect of partnership. It is therefore vital that all partners understand and adhere to the complaint’s regime. This includes:

  • Common causes of complaint
  • Complaints process
  • Ethics
  • Professional conduct
Vicky Crichton
Vicky Crichton
Director of Public Policy, Scottish Legal Complaints Commission
Susan Williams
Susan Williams
Best Practice Advisor, Scottish Legal Complaints Commission
Antony McFadyen
Antony McFadyen
Senior Solicitor, Law Society of Scotland
Gillian Alexander
Gillian Alexander
Solicitor - Head of Professional Practice, Law Society of Scotland
4 Speakers
12:50 Lunch break

Session Three: Essential skills and behaviours

13:40 Business development mindset: The attitude, approach and actions of the best rainmakers

This session will help you understand and replicate the most common behaviours and attitudes that successful rainmakers live and breathe. It will provide insight into how to get into the right frame of mind and how to develop and maintain relationships in a way that keeps momentum and translates into chargeable work.

James Cran
James Cran
Associate Facilitator, Kissing With Confidence
14:25 Panel discussion: Essential skills and behaviour
  • Technology and AI
  • People management
  • Flexible working
  • Equality, diversity and inclusion
Duncan Turner
Duncan Turner
Partner, Tech and Media, CMS
Lindsay Jack
Lindsay Jack
Head of Diversity, Careers and Outreach, Law Society of Scotland
David Lee
Chair
David Lee
Director, David Lee Media & Events
Nikki Slowey
Nikki Slowey
Director & Co-Founder, Flexibility Works
3 Speakers
15:10 Comfort break

Session Four: Strategic thinking and decision making

15:30 Workshop groups: Design your firm strategy

Groups will be assigned one of the topics below to discuss as a leadership group, and asked to devise a policy document for a firm on that topic, identifying key commitments that a law firm should make to self, staff, clients and profession:

  • Developing people
  • Wellbeing
  • Exit strategy and succession plan
  • Marketing and business development
David Lee
David Lee
Director, David Lee Media & Events
16:15 Future proofing your law firm
Rob Aberdein
Rob Aberdein
Group Managing Director, Simpson & Marwick
16:30 Closing remarks
David Lee
Chair
David Lee
Director, David Lee Media & Events

Please stay for a drinks reception to network with fellow new partners

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Additional

  • New Partner Practice Management Course

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