Partners of professional practices spend their entire careers focused on protecting the interests of their clients. This can sometimes be at the expense of their own planning.
We are pleased to share with you the recording from our recent Professional Practices Alliance (PPA) expert discussion, ‘Personal Risk Management for Partners’.
In this podcast recording, you
I’m not really following this SDT case, but it is interesting to see the SDT tackling the question of billing figures provided on a partner-move. It is clear that sharing confidential client data is not permitted under SRA Standards. And I would imagine internal data was contractually protected from unauthorised disclosure by a partner.
Today’s PPA webinar on ‘Transitioning from Founder-Led to Perpetual Governance Models’ with expert panellists, Rob Millard (Cambridge Strategy Group), Fernando Pelaez-Pier (F.Pelaez Consulting, fpelaez@fpelaezconsulting.com), David Shufflebotham (PEP Up Consulting), Claire Watkins (Buzzacott) and Zulon Begum (CM Murray LLP) was brilliant!
Above is a screenshot from the session of Rob Millard’s and David Shufflebotham’s excellent
It’s that time of year many dread – when partner reviews, reward discussions and decisions loom large. In the second of three short posts, designed to help leadership teams improve process and outcomes, I provide some tips on how to put your financial data to best use.
“Essentially, all models are wrong – but some
The Professional Practices Alliance hosted an interactive discussion on the future of working arrangements and professional firm space. Attendees benefitted from the insight of excellent panellists Oliver Richards (Director, Orms), Beth Hale (Partner, CM Murray LLP) and Rob Millard (Cambridge Strategy Group) and the discussion was chaired by Corinne Staves (Partner, Maurice Turnor Gardner LLP).