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Contains 16 Component(s), Includes Credits Includes Multiple Live Events. The next is on 09/08/2026 at 1:30 PM (CDT)
Do the complexities of financial information and analysis keep you up at night? This interactive online program will focus on the budgeting, financial reporting, analysis of cash flow, model building, and variance within a law firm. You will be guided to apply the skills gained in the course by interpreting financial statements, calculating and interpreting various financial ratios, conducting profit analyses, and analyzing comparative financial information across fiscal years. Case studies, lectures, videos, readings, and assessments will be used.
Session 2: Financial Management — Interpreting Financial Data & Decision-Making
Do the complexities of financial information and analysis keep you up at night? This interactive online program focuses on budgeting, financial reporting, cash flow analysis, model building, and variance analysis within a law firm.
You will apply the skills gained in the course by interpreting financial statements, calculating and analyzing financial ratios, conducting profit analyses, and comparing financial performance across fiscal years. Instructional methods include case studies, lectures, videos, readings, and assessments.
This session covers essential topics such as automated financial management systems, alternative fee arrangements, financial controls, client matter budgeting, and electronic billing.
In this second session of Financial Management: Law Firm Accounting, you will begin to decode the "Financial Story" and how to use the numbers to guide leadership decisions.
The following is an outline of the topics.
Week 1: The Financial Story
As a Law Firm leader, you must develop two essential skills: reading and effectively communicating financial data effectively.
By the end of this class, you will be able to:
- Identify financial statements and the stories they tell.
- Communicate financial information to non-financial team members.
- Differentiate between the financial information partners need to know vs. what other staff members require.
Week 2: Managing the Firm Through KPIs
Key Performance Indicators (KPIs) provide measurable insights into a firm’s financial health and operational success.
By the end of this class, you will be able to:
- Explain what KPIs are.
- Create a framework for developing the right KPIs.
Week 3: Forecasting and Planning
Gaining insight into financial data allows firms to look ahead and make informed decisions.
By the end of this class, you will be able to:
- Use the numbers to look forward.
- Model the behavior that impacts results.
- Create a baseline budget.
Week 4: Staffing, Compensation, and Capacity Planning
Compensation, productivity, and capacity planning are essential for a law firm’s long-term growth.
By the end of this class, you will be able to:
- Describe staff and partner compensation plans, including bonus plans and options.
- Measure staff productivity and performance.
- Compute employee ROI calculations.
- Implement capacity planning strategies.
Week 5: Trade-offs and Tough Choices
Sometimes you have to make hard decisions. You can use financial data to provide objective insights when making difficult business decisions.
By the end of this class, you will be able to:
- Identify financial factors in key business decisions
- Gather and analyze relevant financial data
- Apply data and your financial knowledge from this course to identify ways to identify and address financial concerns
Week 6: Tracking and Reporting
Accurate financial tracking and reporting ensure data integrity and informed decision-making.
By the end of this class, you will be able to:
- Identify the roles and responsibilities for financial data integrity.
- Explain best practices for data review.
- Utilize practice management software for tracking financial performance.
- Identify tools for financial reporting and analysis.
Additional Information:
The live lessons will be held on Tuesdays from 1:30-2:30 p.m. Central Time. These lessons will also be recorded for on-demand access.
This course is offered at a cost of $549 for ALA members and $679 for nonmembers, and is available at a discounted rate as a part of a package.
Audience Level
Intermediate
Course Textbook
A textbook is NOT required for this course. All reading materials will be provided.
Cancellation Policy
All cancellations must be made in writing and submitted via email to elearning@alanet.org. The following cancellation fee scales will apply:
- After registration but prior to 50% penalty date: $125 fee
- Four weeks before start of the course: 50% of fee paid
- Two weeks before the start of the course and thereafter: No refund
Completing both FM 1 and FM 2 courses gives you access to the Legal Management Finance Specialist Certificate Program.
CLM Credits
Meet minimum course requirements and earn 6 hours of CLM credit. This can take the following forms.
- CLM Application Credit: Organizational Development
- CLM Functional Specialist Credit: Financial Management
- CLM Recertification: Financial Management
Course Requirements
Each course has a start and end date. To receive the course completion certificate and CLM credits, all weekly assignments must be completed and quizzes passed with a score of 70% or higher.
Terrell A. Turner, CPA
Founder
TLTurner Group
Terrell A. Turner, CPA, is a 40 under 40 Black CPA, 40 under 40 Global Finance leader, and two-time Top 20 Global Finance Influencer. In 2020, he founded the TLTurner Group, which gained recognition from The New York Times for the bookkeeping and fractional chief financial officer work that they provide for law firms and small businesses. Outside of running a finance firm, Turner is dedicated to helping more leaders make finance less complicated by serving as the chair of the Law Firm Finance Committee with the LP division of the American Bar Association. He hosts multiple podcasts. including Law Firms+Finance, Stuff Your Accountant Isn’t Telling You and the Law Practice Today Podcast.
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Contains 33 Component(s), Includes Credits Includes Multiple Live Events. The next is on 08/27/2026 at 12:00 PM (CDT)
The second of this two-course series will provide additional Human Resources fundamentals for those workers touching the HR function without necessarily having an HR background. This course will cover more strategic HR initiatives, helping you directly and by extension your employee group, to deliver on strategic goals. We will pay special attention to Federal employment laws as they guide the functional areas addressed in the course. The objective of this course is to support the work you do in your role and build your knowledge of and confidence in making effective employment-related HR decisions.
The second of this two-course series will provide additional Human Resources fundamentals for those workers touching the HR function without necessarily having an HR background. This course will cover more strategic HR initiatives, helping you directly and by extension your employee group, to deliver on strategic goals. We will pay special attention to Federal employment laws as they guide the functional areas addressed in the course. The objective of this course is to support the work you do in your role and build your knowledge of and confidence in making effective employment-related HR decisions.
The topics include:
- Week One: Leadership — Being a great leader and building leaders throughout your organization (Key areas: Building your network, change management, leadership and motivation theories, strategic planning, and succession planning)
- Week Two: Compensation and Benefits — Identify and implement a successful philosophy to your total rewards (Key areas: Philosophy of compensation, benefits package for recruitment and retention)
- Week Three: Risk and Rewards — What to plan for, build towards, and mitigate within your organization (Key areas: Risk management and technology considerations)
- Week Four: Diversity, Equity, Inclusion, Belonging and Justice — Be transformative in building your culture, with particular emphasis to DEI (Key areas: Understanding terms, execution of initiatives, and why it matters)
- Week Five: Federal Employment Laws 2 — Key laws that drive the employment experience (Key areas: Review of select Federal laws)
- Week Six: Where to Go from Here — Plotting your future from an HR perspective (Key areas: Certification opportunities and course review)
The live Zoom lessons will be held on Thursdays from 12-1 p.m. Central Time. These lessons will also be recorded for on-demand access.
Audience Level
Intermediate
Completing both HR 1 and HR 2 courses gives you access to the Legal Management HR Specialist Certificate Program.
CLM Credits
Meet minimum course requirements and earn these credits toward your CLM application or recertification.
- Application: 5 hours of credit in Organizational Development
- Functional Specialist Credit: 5 hours of credit in Human Resources Management
- Recertification: 5 hours of credit in HR Management and 1 hour of credit in Substance Abuse
Continuing Education Credits
Society for Human Resource Management (SHRM) The Association of Legal Administrators is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program has been submitted for 6 PDCs.
Knowledge Domains: HR Expertise; Critical Evaluation; Relationship Management
HR Certification Institute (HRCI) The HR 2 Course has been pre-approved for 6 hours of recertification credits toward PHR and SPHR recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.
Functional Areas: Total Rewards; Talent Planning and Acquisition; Talent Development and Management
Course Requirements
Each course has a start and end date. To receive the course completion certificate and CLM, SHRM and HRCI credits, all weekly assignments must be completed and quizzes passed with a score of 70% or higher by the last day of the course.
John Newton, SHRM-SCP, SPHR
John Newton and Associates
John Newton, SHRM-SCP, SPHR, is a Human Resources and Learning and Development professional. He is a coach, consultant, trainer, teacher and public speaker who specializes in helping people and organizations reach their ultimate potential. His company, John Newton and Associates (JNA), provides people-development services in higher education, government, non-profit and for-profit organizations within a diverse variety of industries. Newton’s philosophy is “Kindness is the bottom line.” Be kind to your employees and they will remain engaged and motivated — employees who know they matter will be more productive, positively impacting your company’s bottom line. Be kind to your customers and they will come back for more — customer loyalty builds business and your bottom line. He has been an instructor for DePaul University and Northern Illinois University for nearly 20 years.
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Contains 19 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/09/2026 at 12:00 PM (CDT)
The first of this two-course series will provide key Human Resources fundamentals for those workers touching the HR function without necessarily having an HR background. You’ll get tips and guidance towards building and maintaining an engaged workforce, helping to contribute to your organization’s strategic goals. Special attention will be paid to the federal employment laws from an HR -- rather than lawyer -- perspective. The objective of this course is to support the work you do in your role and provide consultation on effective employment-related decision-making.
The first of this two-course series will provide key Human Resources fundamentals for those workers touching the HR function without necessarily having an HR background. You’ll get tips and guidance towards building and maintaining an engaged workforce, helping to contribute to your organization’s strategic goals. Special attention will be paid to the federal employment laws from an HR -- rather than lawyer -- perspective. The objective of this course is to support the work you do in your role and provide consultation on effective employment-related decision-making.
The following is an outline of the topics:
- Week 1: Human Resources Overview — A big-picture look at what people serving some or all of the HR function should know (Key areas: What is HR?, Employee Lifecycle, and knowledge, skills, and abilities that will help you thrive in your role)
- Week 2: Talent Acquisition and Planning — Finding and securing rock star talent that fits your organization (Key areas: Job analysis, recruiting in today’s environment, interviewing, and onboarding)
- Week 3: Engaging and Retaining Your Workforce — Making your organization a great place to work and maintaining it (Key areas: Employee satisfaction, employee engagement, and retention tips)
- Week 4: Performance Management — From coaching to termination (Key areas: Performance management, disciplinary process, employee relations, and labor relations)
- Week 5: What Do Employees Need from You — Designing your role and approach to serve employee needs (Key areas: Core competencies, employee development)
- Week 6: Employment Laws (Federal) Part One — Key laws that drive the employment experience (Key areas: Review of select Federal laws, course review)
The live Zoom lessons will be held on Thursdays from 12-1 p.m. Central Time. These lessons will also be recorded for on-demand access.
Audience Level
Intermediate
Completing both HR 1 and HR 2 courses gives you access to the Legal Management HR Specialist Certificate Program.
CLM Credits
Meet minimum course requirements and earn the following credit towards your CLM application or recertification.
- Application: 6 hours of credit in Organizational Development
- Functional Specialist Credit: 6 hours of credit in Human Resources Management
- Recertification: 6 hours of credit in Human Resources Management
Continuing Education Credits
Society for Human Resource Management (SHRM)
The Association of Legal Administrators is recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP or SHRM-SCP. This program has been submitted for 6 PDCs.Knowledge Domains: HR Expertise; Critical Evaluation
HR Certification Institute (HRCI)
The HR 1 Course has been submitted for 6 hours of recertification credits toward PHR and SPHR recertification through the HR Certification Institute. For more information about certification or recertification, please visit the HR Certification Institute website at www.hrci.org. The use of this seal is not an endorsement by the HR Certification Institute of the quality of the activity. It means that this activity has met the HR Certification Institute’s criteria to be pre-approved for recertification credit.Functional Areas: Employee Relations and Risk Management; Talent Planning and Acquisition; Business Management
Course Requirements
Each course has a start and end date. To receive the course completion certificate and CLM, SHRM and HRCI credits, all weekly assignments must be completed and quizzes passed with a score of 70% or higher by the last day of the course.
John Newton, SHRM-SCP, SPHR
John Newton and Associates
John Newton, SHRM-SCP, SPHR, is a Human Resources and Learning and Development professional. He is a coach, consultant, trainer, teacher and public speaker who specializes in helping people and organizations reach their ultimate potential. His company, John Newton and Associates (JNA), provides people-development services in higher education, government, non-profit and for-profit organizations within a diverse variety of industries. Newton’s philosophy is “Kindness is the bottom line.” Be kind to your employees and they will remain engaged and motivated — employees who know they matter will be more productive, positively impacting your company’s bottom line. Be kind to your customers and they will come back for more — customer loyalty builds business and your bottom line. He has been an instructor for DePaul University and Northern Illinois University for nearly 20 years.
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Contains 14 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/07/2026 at 1:30 PM (CDT)
Expand your knowledge of the basic functions of accounting and financial management in this facilitated online program where you will objectively approach and address financial problems. Through case studies, lectures, videos, readings, and exams, you will be guided to evaluate presented resources in relation to your professional experiences and apply effective financial decision-making skills. Topics include types of accounts, federal payroll and employee benefit procedures, tax and reporting requirements, and general accounting procedures, laws, and regulations.
Course Summary and Learning Objectives
Week 1: Law Firm Finance: Roles and Responsibilities
Expand your knowledge of the basic functions of accounting and financial management in this facilitated online program. This course will help you gain an objective approach in addressing financial challenges in Law Firms. Through case studies, lectures, videos, readings, and assessments, you will evaluate resources in relation to your professional experience and apply effective financial decision-making skills.
Managing a Law Firm’s financial operations requires a clear grasp of key roles and responsibilities. Many legal administrators feel overwhelmed because they take on financial responsibilities without fully knowing what they entail.
By the end of this class, you will be able to:
- Identify key roles in Law Firm Accounting and Finance.
- Distinguish the responsibilities associated with each role.
- Apply best practices for each function.
- Develop a plan to manage financial responsibilities as your practice grows.
Week 2: Understanding Financial Statements
When it comes to accounting and finance, the financial statements are basically the primary output of all the work performed. Think of them as the ultimate "book report", summarizing everything that has happened in the business. However, it does take some skill to comprehend what the summary is trying to communicate.
By the end of this class, you will be able to:
- Describe your practice’s accounting system.
- Identify key financial statements.
- Recognize the essential financial reports that require your attention.
Week 3: The Compliance Blueprint — Trust Accounting and Compliance
Ensuring compliance with state bar regulations, payroll requirements, and tax laws is a critical function of law firm accounting.
By the end of this class, you will be able to:
- Explain Trust Accounting and its related state bar regulations.
- Ensure compliance in Payroll Accounting.
- Ensure compliance in Taxation and Filings.
Week 4: Lock the Vault: Financial Security Practices Every Firm Needs
The accounting and finance team ensures that there are rules in place to properly safeguard the financial resources of the firm.
By the end of this class, you will be able to:
- Implement cash controls.
- Conduct vendor reviews and approvals.
- Perform client/customer reviews and approvals.
Week 5: Pricing and Billing
Proper pricing and billing practices impact a law firm’s profitability and operational efficiency.
By the end of this class, you will be able to:
- Describe law firm pricing strategies.
- Implement billing best practices, including electronic billing.
- Outline collection procedures.
Week 6: Introduction to Advanced Reporting
Interpreting financial reports and effectively communicating results are essential skills for firm leadership.
By the end of this class, you will be able to:
- Analyze the relationship between cash flow and cash timing.
- Define law firm productivity metrics.
- Communicate financial results to leadership.
Additional Information
The live lessons will be held on Tuesdays from 1:30–2:30 p.m. Central Time. These lessons will also be recorded for on-demand access.
The course is offered at $549 for ALA members and $679 for nonmembers, and is available at a discounted rate as a part of a package.
Audience Level
Basic-Intermediate
Course Textbook
A textbook is NOT required for this course. All reading materials will be provided.
Cancellation Policy
All cancellations must be made in writing and submitted via email to elearning@alanet.org. The following cancellation fee scales will apply:
- After registration but prior to 50% penalty date: $125 fee
- Four weeks before start of the course: 50% of fee paid
- Two weeks before the start of the course and thereafter: No refund
Completing both FM 1 and FM 2 courses gives you access to the Legal Management Finance Specialist Certificate Program.
CLM Credits
Meet minimum course requirements and earn 6 hours of CLM credit. This can take the following forms.
- CLM Application Credit: Organizational Development
- CLM Functional Specialist Credit: Financial Management
- CLM Recertification: Financial Management
Course Requirements
Each course has a start and end date. To receive the course completion certificate and CLM credits, all weekly assignments must be completed and quizzes passed with a score of 70% or higher by the last day of the course.
Terrell A. Turner, CPA (Moderator)
Founder
TLTurner Group
Terrell A. Turner, CPA, is a 40 under 40 Black CPA, 40 under 40 Global Finance leader, and two-time Top 20 Global Finance Influencer. In 2020, he founded the TLTurner Group, which gained recognition from The New York Times for the bookkeeping and fractional chief financial officer work that they provide for law firms and small businesses. Outside of running a finance firm, Turner is dedicated to helping more leaders make finance less complicated by serving as the chair of the Law Firm Finance Committee with the LP division of the American Bar Association. He hosts multiple podcasts. including Law Firms+Finance, Stuff Your Accountant Isn’t Telling You and the Law Practice Today Podcast.
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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 03/18/2026 at 11:30 AM (CDT)
Drawing from proven strategies used by U.S. Army leaders and international executives, you'll learn practical tools to manage overwhelm, enhance communication under pressure, and maintain peak performance when it matters most. Whether you're navigating back-to-back crises or managing multiple stakeholders, this session will give you actionable frameworks to reclaim control and lead with confidence.
Legal administrators juggle competing priorities, high-pressure deadlines, and the constant challenge of supporting demanding attorneys and clients. This interactive workshop equips you with military-tested resilience protocols and executive-level emotional intelligence techniques to help you stay calm, organized, and effective—even in the most stressful environments.
Drawing from proven strategies used by U.S. Army leaders and international executives, you'll learn practical tools to manage overwhelm, enhance communication under pressure, and maintain peak performance when it matters most. Whether you're navigating back-to-back crises or managing multiple stakeholders, this session will give you actionable frameworks to reclaim control and lead with confidence.
This is a hands-on, results-oriented session designed specifically for legal operations professionals who need real solutions—not theory.
Learning Objectives:
- Identify and categorize at least three common sources of stress in your daily legal administration responsibilities and analyze how these stressors impact your decision-making and productivity.
- Apply at least two resilience protocols to manage a high-pressure scenario involving competing priorities, demonstrating improved composure and communication with attorneys and clients.
- Evaluate your current stress management strategies and create a personalized action plan incorporating emotional intelligence techniques to maintain effectiveness in demanding work environments.
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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 03/04/2026 at 2:00 PM (CST)
This webinar will explore the tactical and strategic aspects of a workplace investigation. We will explore how to create a safe environment and build trust with interviewees.
Workplace investigations are often challenging to navigate. This webinar will explore the tactical and strategic aspects of an investigation. We will explore how to create a safe environment and build trust with interviewees. In the worst situations, it is possible to establish better work environments and cultures. We’ll touch on the different aspects of an investigation like the investigation lineup and timing (who to include and when), legal considerations for the investigation and reporting options (pros and cons). Attendees will leave with an unwavering commitment to finding the truth and guiding with courage, care and expertise that they could bring to a future investigation.
Learning Objectives:- Describe the investigation lineup, timing and legal considerations
- Create connection and a safe space for interviewees
- Collect materials and document appropriately
- Create a bank of best practice interview questions
This webinar is $50 for ALA members and $125 for non-members. Current CLMs can use the code 25CLM for a $5 discount before December 31, 2025, and after January 1st use the code 26CLM.
CLM Application Credit: 1.00 hour(s) in Organizational Development.
CLM Functional Specialist Credit: 1.00 hour(s) in Human Resources.
CLM Recertification Credit: 1.00 hour(s) in Human Resources.
Melissa Tipton
Chief Experience Officer
Compass
Melissa Tipton is a visionary in rethinking the employee experience as the Chief Experience Officer at Compass. Having worked across multiple industries including hospitality, healthcare, technology and education, Tipton partners with clients to capture their culture, mission and values to drive organizational performance. Her ability to connect quickly with people allows her the unique perspective of understanding how to build and retain high performing teams in a growing remote work environment. With an exceptional record in increasing engagement to training and equipping future leaders with the skills they need to lead successful teams, Tipton understands the importance of developing people and investing in their growth.
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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 02/25/2026 at 2:00 PM (CST)
This one-hour CE course is designed to provide a greater understanding of any responsibility and corresponding liability that employers may face regarding financial education in the workplace, especially relative to the ERISA Act and the Government Accountability Office. Additionally, the course will include an overview of what training for employees should include, along with specific course content.
This one-hour CE course is designed to provide a greater understanding of any responsibility and corresponding liability that employers may face regarding financial education in the workplace, especially relative to the ERISA Act and the Government Accountability Office. Additionally, the course will include an overview of what training for employees should include, along with specific course content.
Learning Objectives:- Describe the financial problems, issues and concerns employees face and any responsibility and corresponding liability that employers may face regarding financial education and proper management of company-sponsored retirement plans.
- Create updates on current developments in the areas of financial education, including rules, regulations, lawsuits and other information important to employers.
- Design employee training with a step-by-step process for fulfilling an employer’s expectation to provide financial wellness classes/information for employees.
CLM Application Credit: 1.00 hour(s) of Organizational Development.
CLM Functional Specialist Credit: 1.00 hour(s) of Financial Management.
CLM Recertification Credit: 1.00 hour(s) of Financial Management.
Ashley Whittaker
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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 02/11/2026 at 11:30 AM (CST)
This session breaks down the essential elements of executive presence and shows attendees how to elevate their personal brand, strengthen their communication skills and build stronger professional relationships.
In today’s fast-paced business landscape, professionals must communicate with clarity, confidence and credibility to stand out. This session breaks down the essential elements of executive presence and shows attendees how to elevate their personal brand, strengthen their communication skills and build stronger professional relationships. Through actionable tools and real-world strategies, participants will learn how to speak with authority, navigate challenging conversations and make a lasting impact in every room — regardless of title or experience.
Learning Objectives:- Strengthen personal presence and communicate with clarity and confidence.
- Build a strengthened personal brand that earns trust and elevates visibility.
- Deliver messages with impact using body language, tone and intentional structure.
- Navigate high-pressure or difficult conversations with composure.
This webinar is $50 for ALA members and $125 for non-members. Current CLMs can use the code 25CLM until December 31, 2025 or 26CLM after January 1, 2026, for a $5 discount.
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Rich Bracken
As a former in-house legal marketing and business development executive, Rich Bracken has worked with firms and their attorneys to differentiate their strategy and brand to grow revenue through client service and external marketing. Leveraging his robust in-house counsel network, he shares strategies with law firms to improve their client relationships through impactful and strategic methods. He has presented keynotes and workshops for numerous Fortune 100 in-house legal teams, AM Law 200 firms and some of the top legal associations in the country. Recognized by Smart Meetings as a National Top Speaker, Bracken’s creative, empathetic and performative keynotes have set him apart in the world of professional speaking.
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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 01/21/2026 at 2:00 PM (CST)
Learn strategies for building trust and credibility, developing consensus and forming crucial ally relationships — many of the essential ingredients for being a dynamic leader and change agent in our firms.
Learn strategies for building trust and credibility, developing consensus and forming crucial ally relationships — many of the essential ingredients for being a dynamic leader and change agent in our firms. Understand the nuances of being a successful legal business and operations leader, from the importance of emotional intelligence to excelling and growing as a small team or department of one.
Learning Objectives:
- Learn language to use in activating your voice inside the firm.
- Adapt skills for communicating effectively with leadership and other departments to solicit feedback and action.
- Identify traits of valuable allies inside the firm to champion or vocalize initiatives on your behalf.
- Assess and evangelize milestones, quick wins and anecdotal and hard evidence of your accomplishments.
This webinar is $50 for ALA members and $125 for non-members. CLMs can use the code 25CLM through December 31, 2025, for a $5 discount. Starting January 1, 2026, use the code 26CLM.
CLM® Application Credit: 1.0 hour(s) of Self-Management Skills (SM).
CLM® Application Credit for Functional Specialists: 1.0 hour(s) in the subject area of Human Resources (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLM® Recertification Credit: 1.0 hour(s) in the subject area of Human Resources (HR).Jennifer Shankleton
Chief Growth and Development Officer
Brennan Manna Diamond LLC
Jennifer Shankleton is a strategic-minded marketing executive with a deep knowledge of marketing communications, business development, public and media relations, and corporate and crisis communications with extensive experience in the professional services sector. She has served in first-chair legal marketing roles in firms across Northeast Ohio, and prior to legal marketing, Shankleton worked in financial services and business to consumer marketing and public relations. She has received a certification from Ackert Business Development Institute, developed BMD’s first business development coaching program and helped to launch the firm’s Associate Mentorship program.
Shankleton is a member of the Legal Sales and Service Organization (LSSO), currently serving on its Editorial Board, and has been a member and volunteer leader in the Legal Marketing Association since 2010.-
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Contains 1 Component(s)
As law firms prepare for the future, the ability to identify and cultivate next-generation rainmakers is becoming a strategic imperative. This dynamic webinar is designed specifically for Legal Administrators and firm leaders who want to play a proactive role in shaping their firm’s growth trajectory.
As law firms prepare for the future, the ability to identify and cultivate next-generation rainmakers is becoming a strategic imperative. This dynamic webinar is designed specifically for legal administrators and firm leaders who want to play a proactive role in shaping their firm’s growth trajectory.
In this webinar:
- Learn how legal administrators can become talent scouts for the next wave of high-performing client developers.
- Discover what sets high-potential relationship builders apart — and why traditional metrics may miss the mark.
- Explore how to assess next gen lawyers against the partner profile to uncover strengths and development needs.
- Gain actionable tactics to jumpstart 2026 with a focused, fast-track plan for business development.
- Learn examples from lawyers who built their “first million” and “next million” in personal originations — and what they did differently.
- Describe at least three distinguishing characteristics of the “partner profile” and explain how these differ from traditional metrics of success in law firms.
Learning Objectives:
- Identify key traits of high-potential rainmakers
- Evaluate next gen talent against strategic growth criteria
- Implement a three-month growth plan for business development
This webinar is $39 for ALA members and $99 for nonmembers. Current CLMs can use the code 25CLM for a $5 discount.
CLM Application Credit: 1.0 hour(s) of Operational Development.
CLM Functional Specialist Credit: 1.0 hour(s) of Legal Industry/Business Management.
CLM Recertification Credit: 1.0 hour(s) of Legal Industry/Business Management.
Frank Troppe
Frank Troppe is a Consulting Partner for Korn Ferry and a successful sales Vice President for both publicly traded and private equity portfolio companies, who now focuses on professional services firms and guiding corporate lawyers interested in practice development. Troppe is a graduate of Northwestern University and Loyola University of Chicago Law School and has authored books on team productivity and collaboration.
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