Accountants and business people are often involved in engaging, selecting, supervising, and working with lawyers from law firms, and in large organizations, inside counsel. This is often expensive, frustrating, and slow.

This course, taught by veteran CFO and course presenter Stephen Priddle, CPA, CA, CMA, provides dozens of tips to help you in this domain and should help reduce legal fees. It even helps in dealing with internal lawyers, where you are not worried about a bill but must overcome delays. There are dozens of examples of real-life lawyer work situations and the lessons you can learn from them. Reducing legal fees from lawyer-drafted materials is possible and will be explained. And yes, there will be a few lawyer jokes!

Note: A portion of this course content is the same as in Stephen Priddle’s course, Practical Tips for Controllers & CFOs Part 2, which over 11,000 have attended, as well as the NFP and Government Accountants versions of this course.

AGENDA

• Dealing with their risk-averse mindset wisely
• The lawyer as reviewer, not drafter
• Rewriting what they wrote without getting in trouble
• What things you may be able to do instead of a lawyer
• Challenging lawyers and managing projects
• Selecting lawyers and firms
• Shortening the meetings
• Questioning their bills
• Knowing when to exclude them
• Tales from experiences with lawyers and lessons from them

PAST FEEDBACK

• I overall enjoyed the tips around the lawyers and contract drafting
• This will help me at work, especially when I have to deal with lawyers
• Great course. So many good tips on lawyers & legal fees
• I liked how you dealt with different types of negotiators (lawyers, etc.), and the creative ideas you shared
• I did enjoy the course and practical examples (and jokes… lawyer ones!)
• I thought the course was good info. Anything we can do to help minimize costs of going to the lawyers all the time!
• Really enjoyed how to deal with lawyers· You gave me confidence in my approach, and I thank you for that
• I like when you translated into legalese
• All true, I was a lawyer (and a CPA)