Litigation, Real Estate, Family Law, Personal Injury, Legal Malpractice, Small Business Attorney
The Indiana State Bar Association will be offering a Continuing Legal Education seminar on Law Practice Management on August 22 at its Indianapolis office, and later via on demand. I will be speaking on the topic of Budgeting, something so essential yet dreaded by most. When done well, it does pay big dividends. And, I promise to throw in a few Old Lawyer Tricks that have served me well over my thirty plus years of self employment. There are several great speakers and the intent of the seminar is to provide support and insight for doing all the things they never taught you about in law school. For a more detailed description of the day, see below. ?9:00-10:00 am???? Managing a Caseload Responsibly?(1.0 CLE/Ethics) Candace Dickson, Lewis Brisbois Cynthia Helfrich, Helfrich Law Offices Ann Marie Waldron, Waldron Tate Bowen Land Key takeaways: How many clients/matters? Choosing to Accept Clients or Cases Setting Client Expectations Timeline of a Case or Matter Important Ethical Concerns 10:00-11:00 am??? Core Practice Software/Hardware/Case Management Platforms?(1.0 CLE) Seth Wilson, Adler Attorneys Key takeaways: Attendees will learn the essential elements of a good law practice management system, including an overview of dedicated law practice management software available. Additionally, a solid understanding of what software is need to effectively run a law firm will be covered. ? 11:00-11:15 am??? Break ? 11:15 am-12:15 pm??? Cybersecurity, Confidentiality and Contingency?(1.0 CLE/.5 Ethics) Tino Marquez Jr., Modern Information Solutions, LLC Karen Murphy, Ritman & Associates Seth Wilson, Adler Attorneys ?????????????? 12:15-1:00 pm???? Lunch (lunch is included with in-person registration) 1:00-2:00 pm??? Lessons Learned from Running a Practice?(1.0 CLE) Moderator: Heather George Myers, Attorney 2:00-2:50 pm????? Revenue and Budgeting?(.9 CLE) Bob Nice, The Nice Law Firm Key takeaways: Realistic approaches to forecasting revenue Avoiding the sine curve of revenue and marketing The correlation between time, money, and diet – the secret of success The Covey approach to expenses – how to “Begin with the end in mind.” What is a Chart of Accounts? Amortization – When and How? Capital Expenses v. Operating Expenses – a perspective The critical differences between Profit and Cash Flow Real life challenges in your practice A few “Old Lawyer Tricks” to improve profitability 2:50-3:00 pm Break ? 3:00-3:50 pm????? Best Invoicing Practices: Before, During and After the Representation?(.9 CLE) Cory Sprunger, Sprunger & Sprunger Key takeaways: Before Representation: How to start with a solid billing arrangement. Setting expectations. During Representation: How to execute expectations and get paid. After Representation: How to minimize and intentionally collect what you are owed. 3:50-4:15 pm????? Q&A with the Speakers/Wrap up Contact: Ashley Higgins [email protected] 317-639-5465