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  • Product not yet rated Contains 3 Product(s)

    Enroll in FM 1 & 2: facilitated, online classes to deepen your understanding of law firm financial management. Pass the final exam to earn a Legal Management Specialist Certificate.

    This package provides access to FM 1 & FM 2. Completing the FM 1 and FM 2 courses and passing the certificate exam will help you deepen your knowledge about law firm finances, ensure your achievement of the learning objectives, and give you a credential that sets you apart. Learn more about the Legal Management Specialist Certificate which you can earn here

    $999 for members and $1,249 for nonmembers

  • Product not yet rated Contains 36 Component(s), Includes Credits

    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.

    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. The following is an outline of the topics: 

    • Week 1: General Accounting
    • Week 2: Banking & Investment
    • Week 3: Trust Accounting
    • Week 4: Payroll, Taxes, & Reporting
    • Week 5: Legal Organization Structures
    • Week 6: Special Accounting Issues

    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.

    $549 for members and $679 for nonmembers

    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.

    Lisa A. Waligorski, CLM

    Lisa Waligorski, CLM is the Executive Director at Newmeyer & Dillion, LLP. She started her career in a legal assistant/paralegal role, and the past 20+ years have been spent in either an Executive Director or Director of Finance/Controller role.  Her education and background provide experience and knowledge in developing and implementing strategic initiatives, and overseeing organizational operations, finance, human resources, facilities, information technology, and marketing & business development.  Lisa has been a speaker on both law firm accounting and human resources topics.  She has also been an ALA e-learning Law Firm Accounting and Financial Information & Analysis instructor for the past five years.  

  • Product not yet rated Contains 2 Component(s), Includes Credits Includes a Live Web Event on 05/29/2024 at 2:00 PM (CDT)

    Join us for a webinar that's all about finding that sweet spot. You’ll walk away with practical steps to move past the tech hype, build a culture that’s all about smart change and shape a digital strategy that helps you chart a path to real digital transformation.


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    Buying the latest technology doesn’t always mean you’re moving forward. Do you ever wonder why all those shiny new tools don’t seem to fix the persistent issues? Or how to get your team on board with changes they don’t always love? And let’s not forget the real goal here — making sure the tech you choose and the changes you are making will make things better for you and your clients, instead of just piling on more complexity. This isn’t just about technology and applications; it’s about people, smart planning and leadership that’s as committed to evolving as it is to providing top-notch legal services. We’re talking about leading your firm to a place where using technology makes sense — not just because it’s new, but because it truly fits into how you want to work and where you want to go. Join us for a webinar that's all about finding that sweet spot. You’ll walk away with practical steps to move past the tech hype, build a culture that’s all about smart change and shape a digital strategy that helps you chart a path to real digital transformation.


     

    Objectives

    • Articulate what meaningful digital transformation could look like in your firm.
    • Develop a change management plan along with skills to effectively lead your team through the digital transformation process.
    • Formulate a digital transformation strategy that leverages insights from the session for ongoing improvement and growth.

     

    Level: Essentials

    $39 for members and $99 for nonmembers

    Debbie Foster

    Chief Executive Officer

    Affinity Consulting Group

    Debbie Foster

    of Affinity Consulting Group is a nationally recognized thought leader on efficiency and innovation in professional legal organizations. Foster’s 20+ years of experience, combined with a mix of strategic management and strong leadership skills, has enabled her to develop a unique ability to work with law firms and legal departments to help them navigate the ever-changing legal services delivery landscape. She has been working with law firms and legal departments since 1995, earned her Lean Six Sigma Certification and is relied on by firms all over the country as a management consultant. Foster is very active in ALA, the Law Practice Division of the American Bar Association and was the Co-Chair of ABA TECHSHOW 2018.

    CLM®Application Credit: 1 hour(s) of  Information Technology

    CLM® Application Credit for Functional Specialists: 1hour(s) in the subject area of Operations Management  (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    CLM® Recertification Credit: 1 hour(s) in the subject area of Operations Management  (OM)

    HRCI: Pending
    SHRM: 24-Y4DYU

     

  • Product not yet rated Contains 2 Component(s), Includes Credits Includes a Live Web Event on 05/08/2024 at 2:00 PM (CDT)

    This webinar is designed to equip participants with the essential skills and insights needed to thrive in today’s dynamic world. Participants will walk away with a deeper understanding of emotional intelligence and its impact on various aspects of the workplace.


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    The more uncertain, complex and ambiguous our working environments become, the more critical a genuinely agile workforce is to success. We’re regularly called to progress faster, while pivoting on short notice. Staying agile demands developing and using our emotional intelligence (EQ) — a crucial skill needed to sustain a safe, healthy and productive workplace. 

    This webinar is designed to equip participants with the essential skills and insights needed to thrive in today’s dynamic world. Emotional intelligence encompasses the ability to recognize, understand and manage our own emotions while effectively navigating the emotions of others and the needs of a situation. Participants will walk away with a deeper understanding of emotional intelligence and its impact on various aspects of the workplace.


    Objectives

    ·       Explain the basics of emotional intelligence and its impact on creating a productive and effective work environment.

    ·       Review critical components of emotional intelligence, including self-awareness, social and situational mindfulness, and self-management.

    ·       Describe practical strategies for recognizing emotional intelligence mindsets in themselves and others, building social awareness and crafting effective responses that support healthy communication, productivity and collaboration.

     

     

    Level: Essentials

    $39 for members and $99 for nonmembers

    Christine Galano

    Talent Development Specialist and Leadership Development Trainer

    Christine Galano, LCOP-certified career coach, talent development specialist and leadership development trainer, is a highly effective professional resource with more than 25 years of experience supporting associations, nonprofits and corporations. As Principal of OAK LD Consulting and Coaching, Galano provides coaching to individual leaders, essential training for teams, managers and leaders, and employee management consulting. Drawing on her deep understanding of management and leadership competencies necessary for success, she works with individuals through coaching to discover and expand their skills. She supports organizations through blended learning team building, management essentials, and leadership programs that align with corporate culture and ethos.

     

    CLM®Application Credit: 1 hour(s) of Self-Management Skills

    CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management  (HR)  towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management  (HR) 

    SHRM: 24-HVKGC 

    HCRI: Pending

     

  • Product not yet rated Contains 2 Component(s), Includes Credits Includes a Live Web Event on 04/24/2024 at 2:00 PM (CDT)

    This webinar is designed for legal professionals seeking to transform their financial operations and presents a comprehensive approach to improving law firm cash flow by implementing accounts receivable best practices and leveraging the latest technology to effectively reduce collections lockup, take administrative burden off your team and set your firm up for financial success.


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    Managing cash flow effectively is not just about maintaining financial health; it’s about unlocking growth and opportunity. This webinar is designed for legal professionals seeking to transform their financial operations and presents a comprehensive approach to improving law firm cash flow by implementing accounts receivable best practices and leveraging the latest technology to effectively reduce collections lockup, take administrative burden off your team and set your firm up for financial success. 

    Objectives

    ·      Describe the impact of accounts receivable management on firm cash flow.

    ·       Apply best practices in accounts receivable for law firms.

    ·       Employ technology for optimized cash flow and reduced lockup.

    ·       Apply strategies to reduce administrative burden and enhance client satisfaction.

    ·       Develop a plan to implement tech-driven accounts receivable solutions.

     

    Level: Essentials

    $39 for members and $99 for nonmembers

    Matt Darner

    Co-Founder and Vice President of Business Development

    CollBox

    Matt Darner is Co-Founder and Vice President of Business Development at CollBox, which provides accounts receivable support for law firms. As a business owner, he knows how hard it is to grow a company and is passionate about getting firms paid for their hard work through the use of technology with a human touch. CollBox was named a Finalist for “Best New App” by Clio as part of their 2023 Integration Awards.

    CLM®Application Credit: 1 hour(s) of Organizational Development

    CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    CLM® Recertification Credit: 1 hour(s) in the subject area of Financial Management  (FM)

    SHRM: 24-KZGKK 

    HCRI: Pending

  • Product not yet rated Contains 2 Component(s), Includes Credits

    The IRS applies tax penalties automatically whenever certain issues arise, such as underpayment or a late filing. In 2022, the IRS assessed over $73 billion in penalties. Even taxpayers who “do not have a tax problem” have probably been charged penalties. Penalty abatement is one of the most sought-after services when taxpayers go looking for help. This program will cover how tax penalty abatement works for both the automatic first-time abatement and reasonable cause abatement, how to put together these requests and how to charge for this value-added service.

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    The IRS applies tax penalties automatically whenever certain issues arise, such as underpayment or a late filing. In 2022, the IRS assessed over $73 billion in penalties. Even taxpayers who “do not have a tax problem” have probably been charged penalties. Penalty abatement is one of the most sought-after services when taxpayers go looking for help. This program will cover how tax penalty abatement works for both the automatic first-time abatement and reasonable cause abatement, how to put together these requests and how to charge for this value-added service.

     

    Objectives

    • Describe the first-time abatement program and when it applies.
    • Illustrate reasonable cause for avoidance of penalties.
    • Explain how to put together a reasonable cause request for abatement.  

     

    Level: Essentials

    $39 for members and $99 for nonmembers

    Eric L. Green, JD, LLM

    Managing Partner

    Green & Sklarz, LLC,

    Eric L. Green, JD, LLM, is a Managing Partner at Green & Sklarz, LLC, a boutique tax firm with offices in Connecticut and New York. Green is a nationally renowned tax expert and author/commentator of IRS civil and criminal tax matters. He is a past Chair of the Executive Committee of the Connecticut Bar Association’s Tax Section and is a Fellow of the American College of Tax Counsel. He is the Founder of Tax Rep LLC that serves as a coach for accountants and attorneys on building their own IRS representation practices and is the host of the weekly Tax Rep Network Podcast.

    CLM® Application Credit: 1 hour(s) of Organizational Development

    CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour(s) in the subject area of Financial Management  (FM) 

  • Contains 24 Component(s), Includes Credits

    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 of all the HR function want to be aware of (Key areas: what is human resources; employee lifecycle; knowledge, skills, abilities to thrive in your role)
    • Week 2: Talent Acquisition and Planning — finding and securing rock star talent that fit your organization (Key areas: job analysis; recruiting in today’s environment; interviewing; onboarding)
    • Week 3: Engaging and Retaining Your Workforce — making and keeping your organization as a great place to work (Key areas: employee satisfaction; employee engagement; retention tips)
    • Week 4: Performance Management — from coaching to termination (Key areas: performance management; disciplinary process; employee relations; 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: select federal laws review; 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

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    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 approved for 6 PDCs. Knowledge Domains: HR Expertise; Critical Evaluation

    SHRM: 22-A4GUY 

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    HR Certification Institute (HRCI)
    The HR 1 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.

    HRCI: 580665

    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. 

  • Contains 2 Component(s), Includes Credits

    In this interactive webinar, you’ll learn everything you need for you and your classmates to brainstorm a new compensation model that will meet everyone’s needs and save the firm.

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    Imagine you are sitting at your desk when the managing partner bursts into your office. He screams, “I overheard Julia, our rock star young partner, plotting to leave the firm with our most productive partners. I have to talk to the other partners, but I need you to figure out what it’s going to take to convince Julia and the others to stay. I’ll be back in an hour!” Once you peel yourself off the floor, who do you call? Your best and most discreet friends at ALA, of course. In this interactive webinar, you’ll learn everything you need for you and your classmates to brainstorm a new compensation model that will meet everyone’s needs and save the firm.

    Objectives

    • Identify the three critical elements of every successful law firm business model.
    • Explain the four primary failed and outdated models and their fatal flaws.
    • Discover the five elements of every law firm compensation system and why they matter.
    • Recognize the four metrics every modern firm should track and why.
    • Use this information to devise a new compensation model.

    Level: Essentials

    $39 for members and $99 for nonmembers

    Gary Allen, Esq.

    Founder and Head of Operations

    LeadLaw

    Gary G. Allen, Esq., is a Founder and Head of Operations at LeanLaw, a legal timekeeping, invoicing and reporting software company, as well as a partner at Givens Pursley LLP where he has practiced law for 30+ years.  He was only three years out of Stanford Law School when the firm he was working for imploded. It happened again three years later. He was left without a job. Those experiences created a passion in Allen to help law firms be better businesses, with efficient operations, streamlined financial management and a laser focus on profitability.

     

    CLM® Application Credit: 1 hour(s) of Organizational Development

    CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    CLM® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI)


  • Contains 2 Component(s), Includes Credits

    This webinar will explore the use of artificial intelligence (AI) by law firms and legal organizations from the vantage point of various legal administration roles.

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    This webinar will explore the use of artificial intelligence (AI) by law firms and legal organizations from the vantage point of various legal administration roles. The webinar will approach the use of AI from a risk management standpoint, using real world examples and various law firm administrative roles/responsibilities to illustrate the opportunities and dangers of AI in the greater context of legal ethics. We’ll also discuss best practices, legal ethics and common pitfalls. Participants will be equipped with the knowledge and tools needed to explore thoughtfully and ethically integrating AI into their law firms and practices, enhancing their firm’s capabilities while adhering to their legal, professional and ethical standards.

    Level: Essentials

    $39 for members and $99 for nonmembers

    Jeffery Cunningham

    Associate

    McAngus Goudelock & Courie

    Jeff Cunningham is an outside General Counsel to solo and midsized law firms for McAngus Goudelock & Courie. For over a decade, Cunningham has defended industry professionals in a wide range of professional liability, ethics and professional disciplinary matters. With an emphasis on simple systems of risk management, he brings a holistic approach of protecting his clients before problems occur. A graduate of The Citadel, he went on to Fordham Law where he was an Associate Editor of the Fordham Journal of Corporate & Financial Law and earned the Archibald R. Murray Public Service Award magna cum laude for pro bono work. He also gained valuable early litigation experience as a legal intern with the Queens District Attorney’s Office and the US Attorney’s Office Southern District of New York Criminal Division.

     

    CLM®Application Credit: 1 hour(s) of Information Technology

    CLM® Application Creditfor Functional Specialists: 1 hour(s) in the subject area of Operations Management  (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour(s) in the subject area of Operations Management  (OM) 


  • Contains 2 Component(s)

    You have taken a pivotal step by choosing to pursue the CLM exam. The first step in attaining your CLM designation is the application process for the exam. We aim to assist you in this crucial first task, ensuring you understand the skills and educational requirements necessary to complete the form with confidence.

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    You have taken a pivotal step by choosing to pursue the CLM exam. The first step in attaining your CLM designation is the application process for the exam. We aim to assist you in this crucial first task, ensuring you understand the skills and educational requirements necessary to complete the form with confidence. 

     

    Objectives

    • Gain an understanding of the employment and experience criteria needed
    • Familiarize yourself with the 10-15 hours of qualifying coursework required
    • Identify where you can find courses that qualify
    • Complete the application and educational worksheet to success!

    Level: Essentials

    Cost: Free

    Domicka L. Max, CLM

    Firm Administrator

    Robinson & McElwee PLLC

    Domicka Max, CLM is the Firm Administrator at Robinson & McElwee PLLC in Charleston, WV.  She has over 20 years of experience in law firm management. Domicka is currently the Chair of ALA’s Certification Committee, and Immediate Past President of the Cyber Chapter.

    Terri Oppelt, CLM, SPHR, SHRM-SCP

    Director of Operations

    Johnson Shapiro Slewett & Kole LLP

    Terri Oppelt, CLM, SPHR, SHRM-SCP, is a Director of Operations at Johnson Shapiro Slewett & Kole LLP in Los Angeles, CA. Terri has more than 30 years of managing and leading both small boutique firms to large national firms. She has been a speaker for various ALA webinars and over the years has volunteered for several ALA committees. Terri is a Past President of the Greater Los Angeles Chapter and currently a member of the ALA Certification Committee.