Tag: business

The Why, What and How of Working with a Fractional CFO

By James Wheeler

According to California’s Employment Development Department, San Diego is home to more than thirty thousand small businesses of between five and fifty employees.[1] As a trusted advisor to these growing businesses, you may have observed that one of your clients would benefit from a level of financial expertise beyond the capabilities or capacity of their existing leadership.  Most of these small to medium-sized companies are not large enough to justify a senior financial leader on a full-time basis and may not have considered retaining with a fractional CFO (“fCFO”).  As an attorney and advisor, you may want to learn about what a fractional CFO can do to help their business. Read More

Building Your Contacts and Referrals with the Lawyer Referral & Information Service

By Alex Kannan

Starting out on our own can be challenging. Building your contacts, referral sources, and eventual client base will take time. As a solo practitioner, you always have to be willing to adapt to any given situation and be willing to re-brand yourself given the changes in the law, in your firm and in your personal life. The SDCBA’s Lawyer Referral Information Service (LRIS) is a wonderful resource for both new and experienced attorneys who are out on their own. LRIS offers a panel where attorneys can apply to receive cases based on their respective areas of law in which they practice. Read More

The General Data Protection Regulation

By William Marshall

The General Data Protection Regulation (GDPR) is the European Union’s new data protection law. It was passed in the spring of 2016 and following a two year grace period, and enforced on May 25, 2018, replacing the current Data Protection Directive in effect since 1995. The purpose of the GDPR is to provide a single uniform law governing the protection of personal data across the European Economic Area (the EU plus three other European countries) replacing the individual national laws passed under the 1995 Directive.  The GDPR was also intended to clarify, strengthen, and modernize data protection, particularly given the profound changes since 1995 in how personal information is collected and processed on the Internet and otherwise. Read More

Modes of Contract Review

By William Marshall

Transactional attorneys refer simply to “reviewing” a contract. However, I have identified different modes of review and found that thinking about them can be helpful in improving my review practices. The following are nine modes of review that I, to varying degrees, am adopting as I review an agreement. Some of them overlap and, of course, I very often perform multiple or even all of these modes in a single reading of an agreement. However if time permits, separate readings focused on one or two of these modes at a time can result in a better, more comprehensive assessment and markup of a document. Read More