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Upcoming events

    • 22 Apr 2021
    • 12:00 PM - 1:00 PM (CDT)
    • Zoom
    • 98

    Register here with the Austin Bar for the Zoom information:

    Topic: Conversations on Implicit Bias and its Implications on Law Firm Practice: From Clients to the Courtroom

    Speaker: Mindy Gulati, Founder and CEO, Fundamental Advisory

    Description: 

    • This CLE is aimed to address implicit bias and its implications on the practice of law. We will discuss the ethical implications of understanding and confronting bias in decision making, how this understanding leads to better communication with clients, opposing counsel, and within the firm. Understanding bias leads to more effective client management and client service, leads to more awareness of firm needs and issues, and assists partners in understanding their role as leaders and mentors as well as decision-makers within the firm. We will address bright spots and pain points within the firm with an eye to addressing these areas with practical tools and takeaways.

      The Goals for the Presentation:

      • Define and explain how Implicit Bias affects and guides our decisions.
      • To give a clear understating of how implicit biases are a barrier to a truly inclusive workplace/law firm. How Implicit Bias can affect routine decisions that can be barriers to an inclusive work environment.
      • Breakdown and recognize implicit biases. Once bias is addressed and broken down, there will be a better path towards inclusiveness in all spaces at the firm.
      • Once recognized, give the tools necessary to effectively manage through for the good of building culture of inclusion and diversity. This will take an ongoing commitment that we will ask from all attendees. 

     

    Though somewhat difficult to translate over paper, we strive for a cultural transformation around bias through our presentations. We are going deeper than just learning about Implicit Bias. This is intimate, individualized and creates lasting change in the core of each person attending. And because Mindy is an attorney and has worked in and for law firms, she understands the dynamics of firm life, client relationships, and the business of the practice of law.

    About the Speaker:

    Mindy Gulati is founder and CEO of Fundamental Advisory, a consulting firm focused on advising businesses, state and local governments, nonprofits, and law firms on issues related to Diversity, Equity, and Inclusion. Using her expertise and personal approach, she designs DEI strategic plans, drafts policies and procedures, and creates custom content and workshops for a wide range of organizations around the country. Her focus is strategy for equity & inclusion, implicit bias awareness, antiracism, creating innovative cultures, executive leadership coaching, educating on the ethical implications of bias, as well as guiding organizations on legal issues such as sexual harassment and discrimination. Her approach provides the foundational basis for cultural change through awareness, storytelling and understanding. She regularly tackles complex issues such as racial tensions at the workplace, implicit and explicit bias in decision making, creating culturally competent workplaces, compensation equity, and ethical leadership and management. Her legal background gives her a key advantage in understanding these issues with an eye towards risk mitigation and by crafting specific policies and procedures to guard against the harms that workplace inequities create. Mindy is licensed to practice law in California and Texas.

    Cost: FREE to section members, $10 for nonmembers
    Credit: 0.75 hours
    Ethics: 0.75 hours

    • 27 May 2021
    • 12:00 PM - 1:00 PM (CDT)
    • Zoom
    • 98

    Register here with the Austin Bar for the Zoom information

    Topic: Financial Considerations When Buying or Selling a Law Practice

    Speaker: Sonia Desai, CPA, ABV, ASA

        Marcie Finnigan, CPA

    Description: 

    Ms. Desai and Ms. Finnigan will discuss key valuation and due diligence considerations from the perspective of both a buyer and a seller of a solo or small law practice.  In addition, they will address optimal tax strategies for structuring a sale and related tax implications.

    Cost: FREE to section members, $10 for nonmembers

    Credit: 0.75 hours
    Ethics: 0.00 hours

    Speaker Bios:

    Sonia Desai, CPA, ABV, ASA, is a Managing Director in the Forensic & Litigation Services practice and leads the Valuation Services practice in Weaver’s Austin office. She has over 16 years of experience in valuation, litigation, investigations and audit, including serving as an expert witness and advising clients on the value of assets and business interests in disputes, mergers and acquisitions and gift and estate planning. Sonia is a Certified Public Accountant (CPA), an Accredited Senior Appraiser (ASA) and Accredited in Business Valuation (ABV) by the AICPA. She has written for publications such as CPA Insider, Austin Business Journal, Austin Lawyer and Construction Executive Magazine, and has been quoted in various news publications, including the New York Times and The Business Journals.

     

    Marcie Finnigan, CPA, is a partner, in the private client services group with Weaver. Her experience and career focuses on providing business and personal tax planning and compliance, including income and estate, gift and trust tax services, strategic planning and wealth strategy services. Such services are provided primarily to privately held, owner-managed businesses, professional service firms and related individual owners/members and families. Marcie brings more than 18 years of industry and technical experience to each of her clients. Marcie is a member of the American Institute of Certified Public Accountants, Texas Society of Certified Public Accountants and the North Texas Estate Planning Council.  She graduated with a Bachelor of Science in Accounting from the University of Phoenix.

Past events

25 Feb 2021 February Monthly CLE Lunch
28 Jan 2021 January Monthly CLE: Financial Fraud & Your Law Firm
22 Oct 2020 2020 Half-Day CLE: How to Run Your Law Practice Like a Business
27 Aug 2020 August Monthly CLE Lunch & Membership Meeting
27 Feb 2020 February Monthly CLE Lunch: Speaker Dean Schaffer
23 Jan 2020 January Monthly CLE Lunch: Speaker Velva Price
07 Nov 2019 2019 Fall Social
24 Oct 2019 October Monthly CLE Lunch: Speaker Wayne Schiess
26 Sep 2019 September Monthly CLE Lunch: Speaker Brita Long
22 Aug 2019 August Monthly CLE Lunch: Speaker Trey Apffel
23 May 2019 May Monthly CLE Lunch & Membership Meeting
25 Apr 2019 April Monthly CLE Lunch
28 Mar 2019 Spring Social 2019
28 Feb 2019 February Monthly CLE Lunch
24 Jan 2019 January Monthly CLE Lunch
13 Nov 2018 Solo/Small Firm Fall Social
25 Oct 2018 October Monthly CLE Lunch
27 Sep 2018 September Monthly CLE Lunch
23 Aug 2018 August Monthly CLE Lunch
24 May 2018 SSF Monthly Lunch & Annual Meeting
26 Apr 2018 2018 Half-Day CLE
19 Mar 2018 2018 Spring Social!
22 Feb 2018 Solo/Small Firm February Monthly CLE Lunch
25 Jan 2018 Solo/Small Firm January Monthly CLE Lunch
08 Nov 2017 SAVE THE DATE: Solo/Small Firm Fall Social
26 Oct 2017 Solo/Small Firm October Monthly CLE Lunch
28 Sep 2017 Solo/Small Firm September Monthly CLE Lunch
24 Aug 2017 Solo/Small Firm August Monthly CLE Lunch
25 May 2017 Solo/Small Firm May Monthly CLE Lunch
19 Apr 2017 Solo/Small Firm Spring Social
09 Mar 2017 Solo/Small Firm Half-Day CLE
23 Feb 2017 Solo/Small Firm February Monthly CLE Lunch
26 Jan 2017 Solo/Small Firm January Monthly CLE Lunch
03 Nov 2016 Solo/Small Firm Fall Social
27 Oct 2016 Solo/Small Firm October Monthly CLE Lunch
22 Sep 2016 Solo/Small Firm September Monthly CLE
23 Jun 2016 June Monthly CLE Lunch
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