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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 12/18/2024 at 2:00 PM (CST)
In our fast-paced world of instant communication, you get one chance to make your message count. Getting lawyers (and busy colleagues) to pay attention and respond can feel like a monumental task — but it doesn’t have to be. Join us for a powerful session designed to help you reshape how lawyers, colleagues, clients and supervisors see you: as a leader whose communications are top priority. Discover proven techniques to boost your authority and make people sit up, take notice and act. Whether you're at the top of the org chart or just getting started, this webinar will empower you to make an impact.
In our fast-paced world of instant communication, you get one chance to make your message count. Getting lawyers (and busy colleagues) to pay attention and respond can feel like a monumental task — but it doesn’t have to be. Join us for a powerful session designed to help you reshape how lawyers, colleagues, clients and supervisors see you: as a leader whose communications are top priority. Discover proven techniques to boost your authority and make people sit up, take notice and act. Whether you're at the top of the org chart or just getting started, this webinar will empower you to make an impact.
Objectives:
- Learn a new approach to email writing that ensures timely, effective responses.
- Understand techniques to establish yourself as a strong, influential leader.
- Unlock proven methods to boost email open rates and engagement.
CLM® Application Credit: - Application Management Category: 1 hour(s) of Writing Skills
CLM® Recertification Credit: 1 hour(s) in the subject area of Communications & Organizational Management (CM)
Chere Estrin
CEO
Estrin Legal Staffing
Chere Estrin, CEO, of Estrin Legal Staffing and President of the Organization of Legal Professionals, is a prominent thought leader, speaker and author in the legal industry. She has been featured in leading media outlets such as CBS News, The Wall Street Journal, ALM, Fortune Magazine and Forbes.com. Named “One of the Top Women Leaders in Los Angeles,” she has authored various books on legal careers and hundreds of articles. Her expertise has further been showcased in prestigious publications, including the Los Angeles Times, Chicago Tribune, Newsweek, Entrepreneur and ALA's Legal Management.
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Contains 2 Component(s), Includes Credits Includes a Live Web Event on 12/04/2024 at 2:00 PM (CST)
Traditional succession planning gets far too reduced to the basics — for example, Attorney Z will replace Partner X in their role as Practice Leader upon their retirement. Besides being static and inflexible, it fails to take into account the needs of the next generation of lawyers and clients. When succession plans are too focused on roles, they miss the key functions of the law firm that attorneys and clients need to be successful. Ditch the outdated succession plan in the drawer and instead operate from curiosity with your colleagues to imagine the law firm of the future.
Description: Traditional succession planning gets far too reduced to the basics — for example, Attorney Z will replace Partner X in their role as Practice Leader upon their retirement. Besides being static and inflexible, it fails to take into account the needs of the next generation of lawyers and clients. When succession plans are too focused on roles, they miss the key functions of the law firm that attorneys and clients need to be successful. Ditch the outdated succession plan in the drawer and instead operate from curiosity with your colleagues to imagine the law firm of the future.
Objectives:
- Understand the false assumptions behind traditional succession planning and two critical ways it fails.
- Learn the mindset needed to approach the succession process.
- Utilize key questions to better plan for the future of the firm.
- Build the planning process into your firm's existing meetings, spaces and opportunities.
CLM®Application Credit: 1 hour(s) of Organizational Development
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)
Laura Hartnett, Esq
Law By Design
Laura Hartnett is the founder of and legal consultant at Law By Design. She has over 15 years of experience as a management consultant, litigation attorney for national and international law firms, and in-house counsel for a Fortune 100 company. Today, she teaches lawyers how to redesign their practice of law from a human-centered approach, one that works better for both lawyers and clients. She is also a yoga addict, karaoke enthusiast, and proud mom of two creative girls.
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Contains 2 Component(s)
In today’s competitive landscape, knowing your clients isn’t just beneficial — it’s essential for strategic growth. Join us to discover how to utilize firm analytics to pinpoint new revenue opportunities and enhance client retention. This webinar will empower you to make data-driven decisions that optimize your client base and strengthen key relationships.
In today’s competitive landscape, knowing your clients isn’t just beneficial—it’s essential for strategic growth. Join us to discover how to utilize firm analytics to pinpoint new revenue opportunities and enhance client retention. This webinar will empower you to make data-driven decisions that optimize your client base and strengthen key relationships.
Objectives:
- Identify Your Most Promising Clients: Discover strategies for targeting the right clients who align with your growth objectives.
- Maximize Client Feedback: Learn to interpret client insights effectively, highlighting what clients value most in your firm’s services.
- Pinpoint At-Risk Clients: Use analytics to spot warning signs and proactively engage clients, reducing turnover.
- Adopt Best Practices for Client Management: Equip yourself with practical tools for retaining and managing your most valuable client relationships.
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)
Maggie Watkins
Consultant
Maggie T Watkins Consulting
Maggie T. Watkins has decades of professional services experience. She served as Chief Marketing Officer (CMO)/Chief Marketing and Business Development Officer at four Am Law 200 law firms and one regional accounting firm, was CMO of a global publicly traded expert services and consulting firm and president and Chief Executive Officer of an international law firm association. Most recently, she was a marketing and business development leader at an Am Law 100 law firm. Watkins is a past chair of the International Legal Marketing Association (LMA) and the National Association of Accounting Marketing (AAM). She regularly speaks at industry conferences and seminars
Bo Yancey
Consultant
B-Y Global
Bo Yancey is the Founder and Principal Consultant of B-Y Global, which provides services to law firms and other professional services businesses. Prior to starting B-Y Global, Yancey held leadership positions in several businesses focused on law firm performance. While there, he developed and implemented profit and pricing models, advised firms on KPI's and analytics strategies, and helped them identify and capitalize on opportunities through data-driven decision making. Yancey's expertise lies in profitability modeling, compensation model design
,and pricing and rate setting strategies.-
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Contains 2 Component(s), Includes Credits
This hands-on webinar will explore practical tips and tricks in Microsoft Office that can instantly transform how you get work done. Through live demonstrations in Outlook, Word and Excel, you’ll discover features and techniques you can implement immediately.
In this hands-on webinar, we’ll explore practical tips and tricks in Microsoft Office that can instantly transform how you get work done. Through live demonstrations in Outlook, Word and Excel, you’ll discover features and techniques you can implement immediately. Not only will these strategies streamline your workflow, but they’ll also provide you with the knowledge and tools to help others in your firm work more efficiently. We’ll also look at some exciting upcoming features, including the new Outlook and Microsoft Copilot, so you can stay ahead of the curve.
Objectives:
· Implement time-saving features in Outlook, Word and Excel to enhance personal efficiency and productivity
· Learn how to use advanced Office features to manage emails and documents more effectively.
· Gain insight into upcoming tools like the new Outlook and Microsoft Copilot and how they may impact law firm operations.
CLM®Application Credit: 1 hour(s) of Information Technology
CLM® Application Credit for 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)
Danielle DavisRoe
Senior Consultant
Affinity Consulting Group
Danielle DavisRoe is a Senior Consultant for Affinity Consulting Group. Prior to coming to Affinity, DavisRoe practiced law at a boutique firm in central Ohio. She speaks for bar associations and ALA chapters around the country on ethics, firm management and technology. DavisRoe primarily focuses on providing legal professionals with hands-on training in Microsoft Office and PDF applications. She is the co-author of Affinity’s Microsoft Office and PDF software for legal professional manuals, as well as countless articles and blogs.
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Contains 2 Component(s)
Join us for a transformative webinar designed to empower you in maximizing your team’s potential. You’ll learn a systematic approach to enhancing individual relationships with each employee by understanding their motivations and effectively communicating your expectations in impactful ways. Equip yourself with the tools to foster a more engaged and productive work environment.
Join us for a transformative webinar designed to empower you in maximizing your team’s potential. You’ll learn a systematic approach to enhancing individual relationships with each employee by understanding their motivations and effectively communicating your expectations in impactful ways. Equip yourself with the tools to foster a more engaged and productive work environment.
Objectives:
· Discover what it means to earn the right to lead.
· Identify one strategy to improve employee engagement.
· Recognize how to set clear expectations and manage performance
CLM® Application Credit: - Application Management Category: 1 hour(s) of Communication 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 Communications & Organizational Management (CM)
Krystal Champlin-Gerage
Consultant and Business Adviser
RJH Consulting
Krystal Champlin-Gerage is the Chief Executive Officer, Consultant and Business Advisor with RJH Consulting and Maverick Coaching Solutions. In her roles, she brings over a decade of experience and expertise to law firms and small businesses across the nation. When working with clients, she empowers them to develop a growth mindset that enables them to take control of their professional careers. Her methodology leads clients to build profitable and sustainable businesses based on their core values and definition of success.
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Contains 2 Component(s)
For many consumers and businesses, client reviews are an important consideration when hiring a lawyer. In fact, according to Clio's annual trends report, client reviews held the highest statistical value for all attributes associated with hiring an attorney. Firms of all sizes need to be familiar with how reviews work and the impact they can have on your firm.
For many consumers and businesses, client reviews are an important consideration when hiring a lawyer. In fact, according to Clio's annual trends report, client reviews held the highest statistical value for all attributes associated with hiring an attorney. Firms of all sizes need to be familiar with how reviews work and the impact they can have on your firm.
Objectives:
- Recognize why having reviews is important for today’s modern client.
- Identify how reviews can lower your marketing spend.
- Discover how to implement a review solicitation program for your firm.
- Understand how to respond to a poor review.
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)
Allen Rodriguez
President
Singular Law
Allen Rodriguez is President of Singular Law. He’s been a legal product development strategist who has been serving the legal industry for over 20 years. Rodriguez has built a reputation for creating innovative legal services products, as well as developing highly effective law firm business and marketing strategies. Rodriguez regularly speaks on legal marketing, legal services product development and future of law issues. He has provided consulting and marketing services for companies such as McKinsey & Co., Coleman Research Group, LexisNexis and Littler.
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Contains 2 Component(s), Includes Credits
Today’s lawyers don’t have the skills or support they need to practice efficiently and effectively. They struggle just to keep up, leaving no space to enjoy their practice, find fulfillment in their work, focus on their growth and development or enjoy life outside of practicing law. They are overwhelmed, unhappy and leaving firm practice. However, lawyers can learn the crucial missing skills needed to take back control of their time and priorities so they can succeed in practice without burning out.
Today’s lawyers don’t have the skills or support they need to practice efficiently and effectively. They struggle just to keep up, leaving no space to enjoy their practice, find fulfillment in their work, focus on their growth and development or enjoy life outside of practicing law. They are overwhelmed, unhappy and leaving firm practice. However, lawyers can learn the crucial missing skills needed to take back control of their time and priorities so they can succeed in practice without burning out. Law firms and their leaders who proactively support their lawyers in building these skills are well-positioned to stand out, leading the industry in well-being efforts’ associate retention, recruitment, support and development. It also creates sustainable change to the burnout-inducing culture of the legal profession.
Objectives:
• Discover why it’s so hard for lawyers to get clear on their priorities and manage their time well.
• Summarize the four steps for lawyers to take back control of their time and priorities to reduce their burnout in a sustainable way.
• Plan how to support the lawyers in your firm.
• Examine why law firm efforts to support well-being, reduce burnout and increase lawyer retention usually fall flat.
• Recognize the benefits for law firms who invest in developing unfrazzled lawyers.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-RHV2J
HCRI: 677426
*Please contact certification@alanet.org for information regarding continuing education credits. CE credit offered for this program is applicable for three years following the live session.
Kate Ahern, JD, LLM
Unfrazzled Lawyer Strategist, Time Management Mentor
Unfrazzled, LLC
Kate Ahern, JD, LLM, of Unfrazzled, LLC guides lawyers on time management and priorities management skills to avoid burnout and support lawyer well-being through her Unfrazzled University program, law firm workshops, and articles. She’s also a former law professor, AmLaw200 attorney, and transactional attorney (and generally more fun than her LLM in tax might otherwise suggest). Connect with her at KateUnfrazzled.com.
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Contains 2 Component(s)
The webinar introduces the three secrets of best-in-class financial performance: people, product and process.
The three secrets of best-in-class financial performance include: people, product and process. Explore the levels of performance on foundational financial metrics that distinguish best-in-class firms from the average. Attendees will get a comprehensive overview of these critical indicators, enabling them to assess where their legal organization stands and where they should look for improvement.
Objectives:
- Discover the three secrets of best-in-class financial performance and how they contribute to your firm's success.
- Identify the foundational financial metrics for every small to midsize law firm and the performance levels that separate best-in-class firms from the rest.
- Recognize strategies and actionable insights to optimize your firm's performance in each of the foundational metrics.
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)
Gary Allen, Esq.
Founder and Head of Operations
LeanLaw
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.
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Contains 2 Component(s), Includes Credits
Given that in any firm your most important assets are your people and your clients, this webinar will help those involved in law firm management, disaster preparedness and crisis management gain a better understanding of the “human factor” in a crisis. This knowledge will better prepare your law firm and workforce for any situation that could affect your firm and your business reputation.
Nashville, Uvalde, Parkland, Las Vegas, Hawaii, Charlottesville, Minneapolis, the Midwest and Southeast: all sites of horrific traumatic events in the last several years. We see daily news reports with graphic images of people who are survivors of wildfires, flooding, hurricanes, terrorist attacks, bombings, riots/protests or adults and children dealing with the aftermath of active shooter situations. Even a global pandemic has changed our lives and turned our work environment, our law firms and the wellness of our employees upside down. But how often have we taken the time to really think about what happens to us as individuals when we experience traumatic or stressful events?
Behavioral response to stressful incidents or crises and what is happening in the brain can be broken down into psychological stages that help to explain why individuals react in certain ways as they experience trauma. Given that in any firm your most important assets are your people and your clients, this webinar will help those involved in law firm management, disaster preparedness and crisis management gain a better understanding of the “human factor” in a crisis. This knowledge will better prepare your law firm and workforce for any situation that could affect your firm and your business reputation.
Objectives
· Discuss today's stressful workplace environment and understand how important it is for law firm managers and professionals to have a handle on the mental health of their lawyers and staff.
· Discover that behavioral response to stressful incidents both inside and outside the workplace environment, and the reaction in an individual’s brain, can be broken down into psychological stages that help to explain why individuals react in certain ways as they experience trauma.
· Identify the “Denial, Deliberation, Decision” psychological phases and provide real-life examples that law firm managers can relate to in understanding the “human factor” and mental health and wellness issues in their law firms.
· Prepare law firm managers to better handle any situation or threat (from either outside the firm or between/among co-workers) that could affect their firm, their employees and their business reputation.
Level: Essentials
$39 for members and $99 for nonmembers
Kathryn Scourby
Principal
KNS Consulting
Kathryn Scourby, CBCP, is the Principal of KNS Consulting, LLC. Scourby works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. A Certified Business Continuity Professional (CBCP), she consults with and trains management professionals and all levels of staff at private service firms by facilitating table-top exercises and other training in these focus areas, as well as conducting Business Impact Assessments (BIAs) and overall business continuity planning. Her experience includes 33 years with international law firm Hunton Andrews Kurth, LLP, including over five years as the firm’s only Business Continuity Manager.
CLM® Application Credit: 1 hour(s) of Organizational Development
CLM® Application Credit for 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)
*Please contact certification@alanet.org for information regarding continuing education credits. CE credit offered for this program is applicable to the 2024, 2025, and 2026 calendar years.
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Contains 2 Component(s), Includes Credits
Does your firm find creating a realistic budget, managing spending and controlling your overall expenses challenging? If so, this session will help you regain control of your firm’s expenses and put an effective cost management system in place. Orin Schepps, Chief Executive Officer of Consultance Accounting, will present an eight-step, easy-to-implement, systematic approach to controlling your firm’s spending to ensure you stay on track with a planned budget and effective internal oversight and monitoring methodology. The result will be increased peace of mind over your budget and expenses plus improved ability to obtain insights from this integral aspect of your firm’s finances. Prepare yourself to take on Q3 with a solid cost management and expense control system that will support your law firm’s overall financial stability for years to come.
Does your firm find creating a realistic budget, managing spending and controlling your overall expenses challenging? If so, this session will help you regain control of your firm’s expenses and put an effective cost management system in place.Orin Schepps, Chief Executive Officer of Consultance Accounting, will present an eight-step, easy-to-implement, systematic approach to controlling your firm’s spending to ensure you stay on track with a planned budget and effective internal oversight and monitoring methodology. The result will be increased peace of mind over your budget and expenses plus improved ability to obtain insights from this integral aspect of your firm’s finances. Prepare yourself to take on Q3 with a solid cost management and expense control system that will support your law firm’s overall financial stability for years to come.
Objectives
· Describe the critical tasks of budget planning and monitoring so firms can effectively control costs and achieve financial sustainability.
· Discover strategic tools and software that assist in effective expense tracking and spend management.
· Recognize how to manage and negotiate with vendors and suppliers to obtain better terms and prices.
· Develop expense policies and remain in compliance for audit readiness and overall operational oversight.
· Formulate employee training and awareness programs to support your firm's cost management systems.
Level: Essentials
$39 for members and $99 for nonmembers
Orin Schepps
Founder & CEO
Consultance LLC
Orin Schepps is the Owner and Chief Executive Officer of Consultance Accounting. Founded in 2008 with a desire to change the way accounting services were provided, Consultance Accounting has become a trusted trailblazer for legal firms, not for profits and other service-based organizations. Schepps’ career experience includes several public accounting, controller and chief financial officer roles.
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
*Please contact certification@alanet.org for information regarding continuing education credits. CE credit offered for this program is applicable to the 2024, 2025, and 2026 calendar years.
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