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  • FM 2: Financial Information & Analysis (October 12 - November 16, 2021)

     Product not yet rated Contains 30 Component(s), Includes Credits Includes Multiple Live Events. The next is on 10/12/2021 at 1:30 PM (CDT)

    Do the complexities of financial information and analysis keeping 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. Topics include automated financial management systems, alternative fee arrangements, financial controls, computer-based tools for financial analysis and management, client matter budgeting, and electronic billing.

    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. Topics include automated financial management systems, alternative fee arrangements, financial controls, computer-based tools for financial analysis and management, client matter budgeting, and electronic billing. The following is an outline of the topics:

    • Week 1: Automated Systems
    • Week 2: Financial Methods & Investments
    • Week 3: Financial Analysis Methods
    • Week 4: Budgeting & Variance Analysis
    • Week 5: AFAs
    • Week 6: e-Tools & Billing

     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.

    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 credit towards your CLM application or recertification requirements:

    • Functional Specialists: 18 hours in Financial Management
    • CLM Recertification: 18 hours in 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 (Moderator)

    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.  

  • FM 1: Law Firm Accounting (July 13 - August 17, 2021)

     Product not yet rated Contains 38 Component(s), Includes Credits Includes Multiple Live Events. The next is on 07/13/2021 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.

    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.

    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 credit towards your CLM application or recertification requirements:

    • Functional Specialists: 18 hours in Financial Management
    • CLM Recertification: 18 hours in Financial Management, includes 2 hours of Ethics

    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 (Moderator)

    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.  

  • 2021 FM Package

     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. 

  • Unconscious Bias and Conscious Inclusion

     Product not yet rated Contains 2 Component(s), Includes Credits Includes a Live Web Event on 06/02/2021 at 2:00 PM (CDT)

    This engaging and energizing webinar discusses how bias is affecting us at work. And it highlights the latest research on how to limit the effect of bias and ensure that your office is inclusive, including practical advice for running inclusive meetings, giving nonbiased feedback and hosting inclusive work events.

    It’s not enough to aim for increased diversity. Organizations only fully realize the benefits of diverse teams when they eliminate bias and forge a culture of inclusion. These factors are shown to increase engagement, which influences profitability, team morale and retention. People working in inclusive workplaces also tend to have better physical and mental health. This engaging and energizing webinar discusses how bias is affecting us at work. And it highlights the latest research on how to limit the effect of bias and ensure that your office is inclusive, including practical advice for running inclusive meetings, giving nonbiased feedback and hosting inclusive work events. 

     Objectives: 

    • Define the term unconscious bias. 
    • Recognize how conscious inclusion will help your firm better achieve its goals. 
    • Practice perspective-taking exercises to recognize distinct challenges that diverse employees face. 
    • Identify five ways to identify and check your biases.  

    Level: Intermediate 

    Sybil Dunlop

    Sybil Dunlop (she/her/hers) is a national thought leader on diversity, equity and inclusion (DEI). She founded her law firm’s DEI practice; publishes research in the field; and teaches award-winning DEI programming. In recognition of her efforts, Minnesota Lawyer selected Dunlop as a Diversity & Inclusion Honoree in 2018, and the Hennepin County Bar Association awarded her its Excellence Award for Advancing Diversity and Inclusion in 2019. Dunlop attended Smith College and Vanderbilt University Law School, where she graduated Order of the Coif. 

    60 Minutes

    CLM App Management Category: Human resources Management 

    CLM Recertification Eligible: Yes

    HRCI: 556256

    SHRM Learning Format: Instructor-Led Activity 

  • HR 2: Performance Management & Compensation (May 13 - June 17, 2021)

     Product not yet rated Contains 24 Component(s), Includes Credits Includes Multiple Live Events. The next is on 05/13/2021 at 12:00 PM (CDT)

    Maximize your learning and enhance your problem-solving skills in this facilitated online, scenario-based course that covers developing strategic and operational goals among personnel at a law firm. This course takes a deeper dive on Human resources issues and builds upon items discussed in our HR 1 course. Included are case studies, lectures, readings and assessments to maximize your knowledge base and enrich your problem-solving skills. Termination procedures, employee handbooks, training, motivational techniques, incentives, and substance abuse are covered. Upon completion, you should be able to anticipate and resolve a variety of human resource concerns.

    Maximize your learning and enhance your problem-solving skills in this facilitated online, scenario-based course that covers developing strategic and operational goals among personnel at a law firm. This course takes a deeper dive on Human resources issues and builds upon items discussed in our HR 1 course.  Included are case studies, lectures, readings and assessments to maximize your knowledge base and enrich your problem-solving skills. Termination procedures, employee handbooks, training, motivational techniques, incentives, and substance abuse are covered. Upon completion, you should be able to anticipate and resolve a variety of human resource concerns. The schedule is:

    • Week 1: Appraisal & Disciplinary Procedures
    • Week 2: Employee Handbooks
    • Week 3: Training & Development
    • Week 4: Motivational Techniques
    • Week 5: Incentives & Rewards
    • Week 6: Substance Abuse

    The live sessions will be held on Thursdays from 12:00-1:00 p.m. Central Time. These lessons will also be recorded for on-demand access.

    Audience Level

    Intermediate

    Course Textbook

    This course requires that participants purchase The Big Book of HR by Barbara Mitchell and Cornelia Gamlem.

    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 6 hours of credits towards your CLM application or recertification requirements:

    • CLM Application: 2 hours in Writing Skills, 2 hours in Communication Skills and 2 hours in Organizational Development
    • Functional Specialist: 18 hours in HR
    • CLM Recertification: 18 hours in HR, includes 1 hour of Substance Abuse

    Continuing Education Credits

    image

    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.

    SHRM: 21-KYTQT, 21-H3MF7, 21-YPUT7, 21-W6TQR, 21-2VQJM, 21-MFHNE

    image

    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.

    HRCI: 548089, 548091, 548092, 548095, 548099, 548101

    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 Jakovenko, CLM, MBA (Moderator)

    Course Instructor

    John Jakovenko, CLM, MBA, is the Firm Administrator at Spark Law. His career spans two decades and includes leadership roles in human resource departments in law firms in Los Angeles and Atlanta. He is also an adjunct professor at Kennesaw State University, teaching courses on human resources.

  • How to Protect Your Firm from Cyberattacks

     Product not yet rated Contains 2 Component(s), Includes Credits Includes a Live Web Event on 05/05/2021 at 2:00 PM (CDT)

    Law firms need to orchestrate various security layers to protect themselves from malicious actors. Listen in to learn about the risks, threats and vulnerabilities the legal industry faces, as well as common myths about cyberattacks.

    Law firms need to orchestrate various security layers to protect themselves from malicious actors. Listen in to learn about the risks, threats and vulnerabilities the legal industry faces, as well as common myths about cyberattacks.

    Objectives:

    • Recognize how to properly secure your firm following the National Institute of Standards and Technology (NIST) Cybersecurity Framework.
    • Identify who the threat actors are, along with their objectives and goals, to know what assets to protect and why.
    • Explain layered security, different security controls, the onion model and how they all correlate with the NIST Cybersecurity Framework.
    • Prepare for cyberattacks and evaluate the security layers you currently have in place.

     Level: Intermediate

    Tom Kirkham

    Founder and Chief Executive Officer

    IronTech Security

    Tom Kirkham is the Founder and Chief Executive Officer of IronTech Security, which provides cybersecurity defense systems. He focuses on educating and encouraging organizations to establish a security-first environment with cybersecurity training programs for all workers to prevent successful attacks. Kirkham brings more than three decades of software design, network administration, computer security and cybersecurity knowledge to organizations throughout the country. He has received multiple software design awards and has founded other acclaimed technology businesses. 

    60 Minutes

    CLM App Management Category: Operations Management

    CLM Recertification Eligible: Yes

    HRCI: General Credit 551107

    SHRM: Consultation 

    SHRM: Activity 21-FHGUS

    SHRM Learning Format: Instructor-Led Activity 

    CLE: Participatory Credit

  • CLM Trivia

     Product not yet rated Contains 1 Component(s) Includes a Live Web Event on 05/04/2021 at 3:00 PM (CDT)

    Are you preparing for the Certified Legal Manager (CLM)® exam? Curious about the credential? Or are you wondering how much of the CLM exam content you recall? Join us on May 4 at 3 p.m. Central for a fun, 90-minute trivia event with questions pulled from the Study Guide for the CLM Exam.

    Are you preparing for the Certified Legal Manager (CLM)® exam? Curious about the credential? Or are you wondering how much of the CLM exam content you recall? Join us on May 4 at 3 p.m. Central for a fun, 90-minute trivia event with questions pulled from the Study Guide for the CLM Exam. Best of all, you’ll play for prizes! Each member of the winning team will receive a $25 American Express gift card.

    You will be randomly assigned to teams of four when you arrive. You cannot pick your teammates ahead of time, so come prepared to meet new people!

    This event will quiz you on foundational concepts and terms for the CLM exam. Of course, this is trivia, so these questions are not representative of actual exam questions.

    The $29 registration fee will give you entrance to the event, place you on a team and make you eligible to compete for a prize. However, if you’re registered for the May 18 CLM exam, come participate for free! 

  • Lateral Hiring: Avoiding Pitfalls and Potholes When Recruiting Experienced Top Talent to Your Firm

     Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 04/21/2021

    Lateral hiring is laden with risk — astronomical costs, possible disenfranchisement of associates and partners, and high attrition (50%) among lateral hires within five years. Additionally, the pandemic has many firms in a risk-adverse, wait-and-see holding pattern, including hiring freezes.

    Lateral hiring is laden with risk — astronomical costs, possible disenfranchisement of associates and partners, and high attrition (50%) among lateral hires within five years. Additionally, the pandemic has many firms in a risk-adverse, wait-and-see holding pattern, including hiring freezes. 

    Objectives:

    • Recognize how to capitalize on the pandemic and see why lateral hiring now is ideal. 
    • Identify modern strategies for finding lateral hires who are the right fit. 
    • Discover the secrets of executive recruiters.
    • Apply approaches that search firms use to identify lateral-hire candidates who would be ideal fits.

    Audience: Intermediate

    Kristine Sexter

    Kristine Sexter is President of WorkWise. She is an award-winning industrial and organizational consultant who has devoted more than 22 years to creating exceptional workplaces. With an extensive background in recruiting, developing and retaining top talent, Sexter expertly serves the legal, manufacturing health care and human resources industries with acclaimed results. Renowned for high-energy, exceptionally interactive programs, Sexter delivers innovative and solution-filled programs to her clients and audiences.

    Educational Category: Human Resources

    60 Minutes

    SHRM: 21-UNFA4

    CLM App Management Category: Organizational Development 

    CLM Recertification Eligible: Yes

  • Compliance Challenges Facing Law Firms Today

     Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 04/14/2021

    Hear from experts as they discuss challenges that law firms are facing today when taking on new, and interacting with existing, clients.

    Hear from experts as they discuss challenges that law firms are facing today when taking on new, and interacting with existing, clients. They will review the evolution of law firm billing, including — processes, e-billing, outside counsel guidelines and technology. You can gain best practices to help guide you through the compliance tasks that impact various teams within the firm. Also, discover how you can leverage improved processes and technology to increase revenue and enhance client relationships. 

     Objectives: 

    • Identify common challenges facing law firms related to compliance with client billing guidelines and rules. 
    • Discuss the history of law firm billing practices and growth of e-billing. 
    • Develop best practice processes across the finance team for improving compliance. 

     Level: Intermediate 

    ​Laurie Blackhurst

    Laurie Blackhurst, Business Consultant, brings a diverse background to Aderant as she lends more than 20 years of experience in accounting, billing, practice group leadership, administrative services and technology to a portfolio of clients from Am Law 100 and  Am Law 200 accounts. Prior to Aderant, she worked as a Client Services Manager for a business support services provider for financial, legal and professional services for firms worldwide. Blackhurst implemented and assisted firms with process improvements for billing and collections departments to improve firm’s overall revenue. 

    Angela Huffman

    Angela Huffman, Business Consultant, brings a diverse background to Aderant. She shares her 20 years of experience in accounting, billing, administrative services, technology and project management for a large law firm. Prior to Aderant, she worked as an E-Billing Coordinator, managing over 120 e-billed clients with outside counsel guidelines. During her tenure, she assisted in establishing best practices for the back office as well as paved the way to have the much needed position created for an Intake Specialist.

    Kate Titchenal

    Kate Titchenal, Business Consultant, brings a diverse background to Aderant with over a combined 12 years of experience in billing, finance, supervisory and administrative positions for an international supply company. Prior to Aderant, Kate held positions as an E-Billing Coordinator and Supervisor, managing over 100 e-billed clients and outside counsel guidelines within a large energy and insurance litigation firm that covered over 13 locations across the United States. She was able to put together an e-billing team and provide best practices to streamline and manage the ever growing outside counsel guidelines and ensure compliance within the firm.

    60 Minutes

    CLM Application Credit: None

    CLM Application Credit for Functional Specialists: Yes

    CLM Recertification Eligible: Yes

    CLM Recertification Credit: Financial Management

  • Law Firm Management Now Part 2: What to Focus On in 2021

     Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 03/17/2021

    We share with you all the lessons we learned in 2020 ― from our scrappiest ideas to our most well-designed plans. We will talk about how to apply those experiences moving forward to be more proactive in planning, managing and implementing all law firm operations, including people, technology, money, strategy, culture, leadership and more.

    We share with you all the lessons we learned in 2020 ― from our scrappiest ideas to our most well-designed plans. We will talk about how to apply those experiences moving forward to be more proactive in planning, managing and implementing all law firm operations, including people, technology, money, strategy, culture, leadership and more.

     Objectives:

    • Recognize the legal landscape is still shifting but gain confidence through our discussion, which will show how to deal with a continually changing environment.
    • Identify the tools that were successful in 2020 and learn to use them to your advantage in 2021.
    • Prepare your team to keep your office culture together by creating cultural resilience.

     Level: Essential

    Denise Gaskin, PhD, MS

    Denise Gaskin, PhD, MS, has worked in industries including health care, behavioral health and legal. She has a passion for wellness and heathy workplaces and how they connect to a firm’s culture and support operational strategy. Gaskin has spent her career studying wellness, psychology, collaboration, facilitation, dialogue and the power of language. She has used her training to help firms build and achieve their strategic goals.   

    ​Terri Oppelt, CLM, SPHR, SHRM-SCP

    Terri Oppelt, CLM, SPHR, SHRM-SCP, is a Director in Armanino LLP’s Law Firm Services group. Oppelt consults in all areas of law firm management and operations, including strategic planning, compensation, accounting operations and billing, administration support strategies, HR and leadership, organizational change, training and retreats. She is a frequent speaker for ALA and a Past President of the Greater Los Angeles Chapter.  

    60 Minutes 

    Educational Category: Operations Management  

    CLM Application Credit: no  

    CLM Application Credit for Functional Specialists: Operations Management  

    CLM Recertification Eligible: Yes  

    CLM Recertification Credit: Operations Management