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Client Termination: How to Protect Your Organization

 

Explore the guidelines for deciding when to fire which clients and how to go about it if the relationship has become problematic.

This crucial session navigates through the complex process of ending client relationships, a task that often holds potential legal, ethical, and reputational risks. The program delves deep into areas such as understanding contractual obligations, effective communication during termination, managing post-termination strategies, and scenario planning. This course will equip participants with the knowledge and strategies necessary to terminate client relationships in a manner that protects their organization and maintains their reputation. Don't miss this chance to transform a potentially difficult process into an opportunity for learning and growth.

Agenda

Faculty

Noel R. Bagwell, III, Esq.

Noel R. Bagwell, III, Esq.

Counsel & Clarity

• Operates ExecutiveLP®, a virtual law firm based in Nashville, Tennessee

• Has won numerous awards, including the Tennessee Supreme Court’s Attorney for Justice award for his pro bono work with veteran entrepreneurs, as well as the Clarksville, TN Mayor’s Certificate (2019) for his contributions to the business community in that city, which, in 2019, Money magazine named the Best Place to Live in America

• Exclusively works with business clients to transform their legal support from a cost center to a profit engine, through ExecutiveLP’s legal operations install service, Profit from Legal™, and ExecutiveLP’s Legal Lifeline and Signet™, outside general counsel services

• Author of How to Structure Your Business for Success, a book of legal guidance for startups interested in putting their new venture on a firm legal foundation; Profit from Legal, an upcoming book structuring legal operations around the use of legal key performance indicators to create the conditions necessary for legal support to generate a posi-tive ROI for businesses; and numerous print and electronic articles for the Nashville Bar Journal and various blogs

• The host of the Profit from Legal Podcast

• J.D. degree, Cumberland School of Law at Samford University; Scholar of Merit: Economic Analysis of Law; B.A. degree in Philosophy, minor in international studies, Austin Peay State University

• Can be contacted at 615-716-0606 (option 5) and [email protected], on LinkedIn: https://www.linkedin.com/company/2779139/; LinkedIn Group: https://www.linkedin.com/groups/13936380/; on Twitter: @ExecutiveLP; https://www.twitter.com/ExecutiveLP; Facebook: https://www.facebook.com/ExecutiveLP; or Fa-cebook Group: https://www.facebook.com/groups/profitfromlegal

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