Origination Strategy and Best Practices

October 31, 2019 - ON-DEMAND

This program is available on demand.

Business origination is and has been the core metric of partner compensation. Tracking new business is usually straightforward, but as client business portfolios grow, client teams become more sophisticated and relationships evolve and transition, it can get a lot more complicated. Too many law firms try to address the increasing complexity with ad hoc decision-making rather than creating a more robust and consistent origination strategy.

This 60-minute Altman Weil webinar, Origination Strategy and Best Practices, will present a strategic framework for origination, including recognizing client acquisition, growth and retention activities, capturing the nuances of differing roles and contributions over time and responding to new market realities. We'll discuss origination credit options, modifications to make your system more responsive and practical tips to improve any firm's tracking process.

Originally recorded October 31, 2019. 60 minutes. 

Topics include:

  • Recognizing client acquisition, retention and growth
  • Credit duration and reallocations over time
  • Sharing credits: Complex client teams
  • Client portability: Risk from the lateral market
  • Scenario planning: Clarifying origination protocols
  • Creating a more nuanced and responsive tracking system 

Who should attend:

  • Managing Partners and Firm Chairs
  • Compensation Committee members
  • Executive and Management Committee member
  • Chief Administrators
  • Every partner with a stake in the firm's compensation system

Program presenter:

James D. Cotterman, Principal, Altman Weil, Inc.

ON-DEMAND REGISTRATIONS: Email info@altmanweil.com; or Call 610.886.2008 


On-demand registrations include:

  • 24/7 online access to the webinar for 1 week
  • Unlimited views during your chosen subscription period
  • All-firm viewing rights during your chosen subscription period
  • Supplementary materials, with permission to distribute to all program participants

On-demand pricing:

$395 for 1 week (7 days) of unlimited, all-firm access to the webinar.

Refunds are not available for On-Demand registrations.  

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