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New Partner Practice Management Course | Programme

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  5. New Partner Practice Management Course
  6. Programme

Course Dates

Course dates have been confirmed for 2026 and we are now open for registration.

Choose your date and register

Thursday 05 March 2026 | Online

Register now about Thursday 05 March 2026 | Online

Thursday 18 June 2026 l In person l Sheraton Grand Hotel, Edinburgh

Register now about Thursday 18 June 2026 l In person l Sheraton Grand Hotel, Edinburgh

Thursday 10 September 2026 | Online

Register now about Thursday 10 September 2026 | Online

Programme

Session One: Essential responsibilities of becoming a partner

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

10:05 Financial hygiene and good law firm funding
10:40 AML essentials: What practice managers really need to know
11:10 Comfort break

Session Two: Regulations and ethics

11:25 Financial compliance: Accounts Rules overview
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
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.

14:25 Panel discussion: Essential skills and behaviour
  • Technology and AI
  • People management
  • Flexible working
  • Equality, diversity and inclusion
15:10 Comfort break

Session Four: Strategic thinking and decision making

15:25 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
16:10 Future proofing your law firm
16:25 Closing remarks
David Lee
Chair
David Lee
Director, David Lee Media & Events
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Additional

  • New Partner Practice Management Course

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