Origination Strategy and Best Practices

October 31, 2019 - ORDER THE CD

You missed the webinar, but you can still order the CD!

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.

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.

ORDER THE CD NOW; EMAIL info@altmanweilcom; or CALL 610.886.2008


A recording of the audio and video portions of the webinar on CD is available for those who missed the program. 

$295 plus shipping and handling for each CD recording.

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