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Bar Association of San Francisco Events Calendar

The Bar Association of San Francisco cordially invites you to attend
Facing the Future - Retirement Roundtable for Law Firms

June 6, 2018: 12:00 pm - 2:00 pm, This is a multi series: April 4, May 11, June 6, July 25
Past Event:
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Please join us at the upcoming Roundtable series to help your firm plan for and manage senior partner retirement and succession. Their are three sessions left.

A Roundtable format involves a small group of the same people analyzing the issues and coming up with possible approaches. This is not a presentation. I will provide the framework and resources, and will lead the group. The group will set the pace and depending on their status and needs, will influence the direction. All participants are expected to take an active part.  

There is a progression from one session to the next. In the first, we’ll explore what the issues are that make succession planning and retirement transitions difficult; we’ll look at them from the perspective of the firm, the senior lawyer, and the lawyer’s clients. We’ll also determine what information is needed in order to develop appropriate policies and processes and whether participants have the information or need to obtain it.  

The subsequent sessions will build on the first. We’ll explore policies and processes that can address the concerns of the three stakeholder groups (firm, lawyer, clients). By the fourth session, each participant should have a draft of an approach that will work for their firm.

This should be a firm priority because:

• Client relationships require it. Without a prepared successor known to and accepted by the client, clients may use a senior partner’s departure to change firms.
• Future leaders expect it. Young partners who are the firm’s future leaders and rainmakers must believe that if they stay at the firm, they will have good prospects for business growth, professional advancement and leadership.
• Firm culture and continuation require it. Without a transition process, senior partner retirement means the loss of institutional knowledge, acquired wisdom, role models of professionalism and; success, and networks of critical business and professional contacts.
• Risk management requires it. If retiring partners leave behind successors who are not fully prepared, it may jeopardize the firm’s ability to tackle the complex business and management issues confronting it.

The ROUNDTABLE will be led by Ida Abbott, President of Ida Abbott Consulting.
Ida Abbott, President of Ida Abbott Consulting, is an author and speaker who specializes in lawyers’ career development, advises law firms about lawyer retirement and succession, and serves as a retirement mentor and coach. Ida has worked with lawyers and legal employers around the world as a leader in the field of legal talent management, particularly mentoring, sponsorship and the advancement of women into leadership. In recognition of her lifetime contributions, she has been elected a Fellow of both the American Bar Foundation, which honors the top 1% of lawyers who have promoted the highest principles and welfare of the legal profession, and the College of Law Practice Management.


BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111


Program: May 11, June 6, July 25
12:00 - 2:00 p.m.


BASF Member$140.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G181614B

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar
Fax or Mail your registration: Registration Form ( PDF)

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