Series B - Managing your practice

Accurate and complete financial records are essential to meeting your professional obligations and making sound financial decisions about your practice, but are you up to speed on everything you need to know? Join us to take a look at the “nuts and bolts” of bookkeeping and accounting for your legal practice, including:

• Best practices for working with a bookkeeper or accountant, including do you need one?
• What accounting software options are available, and what can they do for you?

Client development and business generation are imperative to every lawyer in private practice, whether you are a sole practitioner or part of a firm of any size. Carving out your own pathway to success can be challenging while balancing the needs of your existing clients and other personal and professional responsibilities.

Join the discussion with our dynamic panelists and hear innovative approaches to business and client development relevant to the current climate and the evolving circumstances of the pandemic. You’ll also learn helpful strategies to expand your referral network and tips for liaising with your strategic partners to build your book of business.

For many lawyers, it can be challenging to have the “sales conversation” with prospective clients.  Join us for an insightful discussion with legal consultant Amy Grubb, and learn how to navigate the intricacies of selling legal services:

• Tips for scheduling sales calls, discussing pricing, and following-up with prospective clients
• Best practices for communicating the value of your legal services
• How to collect information during the sales conversation

Overloaded to-do lists, heavy client needs, and comfort zones mean that relationship development is reactive at best, and, at worst, not happening, and yet, we know that creating a profitable network is a key factor in your career success. I’ll reveal the secrets that the most connected people know about how to evolve and solidify profitable relationships, instead of just being busy. You will learn the most important information you need to create relationship momentum, inspire trust and increase access.

Hear valuable advice on how to manage these employment challenges and learn how to implement employment policies to establish your expectations. Gain practical tips on how to foster healthy workplace relationships to enhance loyalty among partners, associates, and staff.

Why should a lawyer learn to think like a CEO? Attend this program to:

• Learn the value of bringing an entrepreneurial spirit to law
• Identify key traits of business leaders including relationship building, innovative thinking, and grit
• Become a trusted advisor to your clients and a confidant for all business problems
• Learn how to expand your network by motivating your clients to advocate for you through positive referrals

Today, it is more important than ever before that you know how to maximize the business of your law firm.  Our expert speakers will provide guidance on setting benchmarks for the year, establishing standard budgets, determining billable time and rates, moving from traditional hourly rates to flat rates, and using accounting systems to help you with your financial targets. Learn how to run a profitable law practice and thrive in the competitive legal industry by participating in this essential program