Strategic Planning that Works: From Retreat to Results, A Proven Framework for Implementing Strategic Plans in Law Firms
Includes a Live Web Event on 07/09/2025 at 2:00 PM (CDT)
-
Register
- Users - Free!
As founding and senior partners near retirement, law firms must address the critical challenge of leadership and client continuity. This session offers a strategic roadmap for effective partner succession planning, ensuring long-term stability and sustained growth. Participants will explore key concepts such as identifying future leaders, transitioning client relationships, and aligning succession plans with firm goals and culture. Designed for legal administrators, managing partners, and HR professionals, this webinar provides actionable insights to facilitate smooth leadership transitions and preserve firm legacy.
Learning Objectives:
• Explain the key risks of inadequate partner succession planning.
• Identify the core components of an effective partner succession plan.
• Evaluate leadership potential within their firms.
• Develop strategies for transitioning client relationships successfully.
• Apply best practices for aligning succession planning efforts with the firm’s strategic goals, culture, and operational systems to ensure long-term leadership continuity.
This webinar is $39 for ALA members and $99 for the public.
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/BM).
Suzette Welling, CLM
Business Transformation Consultant
Affinity Consulting
Suzette Welling, CLM is a Business Transformation Consultant at Affinity Consulting Group and a Certified Legal Manager with more than 25 years of executive-level experience in law firm operations.
She brings deep, practical knowledge across every area of law firm administration—including strategic planning, finance, HR, technology, communications, client service, professional development, recruiting, and facilities. Suzette partners with firms of all sizes to streamline operations, support leadership teams, and turn strategic goals into practical, sustainable outcomes.
A recipient of the Tampa Bay Business Journal’s CFO of the Year Award in 2009, Suzette combines financial savvy with a strong track record in process improvement and organizational leadership. She earned the Certified Legal Manager (CLM)® designation in 2018 and completed certification in Legal Lean Sigma® in 2022, further strengthening her ability to guide clients through data-informed, results-driven change.
Suzette can be reached at swelling@affinityconsulting.com.
Key:
Complete
Next
Failed
Available
Locked