BSL 201: Business Plans for Lawyers
6.5 CLE / 1.0 EPR


Ideal for new graduates, experienced lawyers looking for a change, or current law firm owners wanting a refresher, BSL 201 will help you:

  • Identify the characteristics of an entrepreneur and how they apply to you
  • Learn the essentials of a business plan specifically designed for law firms
  • Gain a basic knowledge of concepts related to operations, financial management, marketing, and human resources
  • Understand the important ethics rules that must be followed when you own a law practice
  • Network with fellow attendees during the live seminar‘s lunch

Schedule

8:00am

Registration

8:30 AM

Entrepreneurship for Lawyers: Are You Really Cut Out for This?

Let‘s begin with the end in mind. What is your vision for the future? What are your goals for the business and for your life? How do you set goals that are meaningful and will keep you accountable to achieve? Being a lawyer is hard enough, but if your law firm isn‘t successful, then the temptation to cut corners and let your ethical duties slide can become too much. Set the direction for your law firm to help you stay focused on the right stuff during the remaining sessions.

  • Learning to be an entrepreneur
  • Assessing your expectations and risk tolerance
  • What is your vision for your business now, in 5 years, and in 10 years?

Christopher G. Carman, ActionCOACH

9:00am

Business Plans for Lawyers

Whether you are just starting out, growing your business, or seeking outside help, having a business plan will help you think through the difficult questions, formulate strategies for success and growth, and avoid problems that could cost you money - or even your law license. In this session, you will learn why you need a business plan and get some tips for putting one together.

  • Discovering what is a “law firm” business plan?
  • Developing your mission statement
  • Determining your basic needs, future needs, and unnecessary items
  • Focusing on your competitive advantage in your elevator pitch
  • Finding additional resources

Jeffrey S. Krause, Solfecta LLC

10:00am

Break

10:15am

Business School Basics: Operations

The biggest takeaway you should get from this session is to plan and plan and plan. To succeed in business, you need a plan to optimize your time and financial resources. This means choosing an appropriate business entity, understanding the legal requirements of owning and operating a business, and planning for different tax considerations. This session will tell you what you need to know, and show you how subtle differences in operations management can create big opportunities.

  • Entity structure
  • Systems and software
  • Tax considerations

David M. Elmer, Jannsen & Co.
Jeffrey S. Krause, Solfecta LLC

11:00am

Business School Basics: Financial Management

What are the key numbers, ratios, and financial statements you need to know to help you more effectively run your firm? This session will give you the financial knowledge you need to make strategic decisions, get better results, and ensure you have more money in your bank account at the end of the year.

  • Analyzing income and costs
  • Projecting earnings
  • Ensuring consistent cash flow

Christopher G. Carman, ActionCOACH

12:00pm

Networking Lunch

1:00pm

Business School Basics: Marketing

Learn the 5 ways to increase your firm‘s revenue and profits by 61% or more. Also, we‘ll discuss how to dramatically increase the effectiveness of the advertising you are currently doing, leading to more and better prospects for your firm.

  • Evaluating the market
  • Targeting advertising

Christopher G. Carman, ActionCOACH

2:00pm

Business School Basics: Human Resources

Success in practice depends, in large part, on the team you assemble and how that team matches up against your existing and anticipated workload. Your team may include attorneys, paralegals, legal assistants, law clerks, and “office shares.” This session will address the when and how of hiring, setting compensation and benefits, onboarding, and structuring job duties and workflow.

  • Managing people: staff, interns, partners
  • Scheduling and prioritizing tasks

Mark J. Goldstein, Goldstein Law Group, Milwaukee

3:00pm

Break

3:15pm

Ethics For Real: How to Stay Out of Trouble When You May Not Know What You Are Doing

How do you tout your professional accomplishments or accolades? What can you say in those blog posts? When can you say that you specialize in a certain area? Marketing a law practice can raise complex ethical issues. This session will address some of the most common marketing-related ethical traps and help you avoid them.

  • Social media marketing (blogs, rating services, Facebook, LinkedIn)
  • Firm names and letterheads
  • Expectations, comparisons, and guarantees
  • Specialists and experts
  • Groupon and Daily Deals
  • Firm websites

Mark J. Goldstein, Goldstein Law Group
Aviva M. Kaiser, State Bar of Wisconsin
Timothy J. Pierce, State Bar of Wisconsin

4:15pm

Networking

This marketing tactic is so vital to a law firm that we gave it its own section. Time and time again we see that the most successful firms are the ones that make networking a priority. Learn how and where to network and the important secrets to get your phone ringing with qualified clients.

  • Networking within and outside practice area
  • Collateral referrals
  • State Bar and community involvement

Christopher G. Carman, ActionCOACH

4:30pm

Program Concludes

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Online Registration

Date Live Seminar Live Webcast Webcast Replay
Wednesday,
August 13, 2014
Register Register
Tuesday,
August 19, 2014
Register
Tuesday,
September 2, 2014
Register
Monday,
September 8, 2014
Register
Monday,
September 22, 2014
Register

Other Registration Options

Phone: (800) 728-7788 (credit card or Ultimate Pass only)
Mail: State Bar PINNACLE Registrations
P.O. Box 7158, Madison, WI 53707-7158
(check, credit card, Passbook, or Ultimate Pass)

State Bar CLE/PINNACLE Passbook Registrations

Passbook Certificates must be received by the State Bar at least one business day prior to the event. For live seminars, walk-in registrations with Passbook Certificates are welcome.

Registration Cancellations

Visit http://marketplace.wisbar.org/Pages/Cancellation-Policy.aspx for information on PINNACLE registration cancellation policies.

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Credits

This seminar has been submitted to the Wisconsin Board of Bar Examiners for up to 6.5 CLE credits including 1.0 EPR credit. The live and live webcast seminars on August 13, 2014 will be submitted for Minnesota CLE credits. Marketing and Networking sessions are not eligible for CLE credit.

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Tuition Fee

Live Webcast
State Bar Member: $219 $249
WALA Member: $219 $249
Active New Member: $99* $129*
Non-Member: $249 $279

*Active New members are attorneys who are within three years of admission to the State Bar of Wisconsin.

Remember: All attendees get free access to the recorded program for roughly 30 days after attendance. Access this through your myStateBar page.

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Networking Lunch

Lunch will be provided or live seminar attendees and include activities to help improve your networking skills while socializing with your fellow entrepreneurs.

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BSL 201:
Business Plans for
Lawyers

Wednesday, August 13, 2014
Register for Live Madison Seminar
Register for Live Webcast

Tuesday, August 19, 2014
Register for Webcast Replay

Tuesday, September 2, 2014
Register for Webcast Replay

Monday, September 8, 2014
Register for Webcast Replay

Monday, September 22, 2014
Register for Webcast Replay

BSL 301:
Business Principles for a Successful Law Firm

Tuesday, September 16, 2014
Register for Live Madison Seminar
Register for Live Webcast

Tuesday, September 23, 2014
Register for Webcast Replay

Monday, September 29, 2014
Register for Webcast Replay

Tuesday, October 7, 2014
Register for Webcast Replay

Wednesday, October 15, 2014
Register for Webcast Replay

Credits*

6.5 CLE / 1.0 EPR Credits

Tuition
Live Webcast
State Bar Member: $219 $249
WALA Member: $219 $249
Active New Member: $99** $129**
Non-Member: $249 $279

All attendees get free access to the recorded program for roughly 30 days after attendance. Access this through your myStateBar page.

*This program has been submitted to the Wisconsin Board of Bar Examiners for up to 6.5 CLE and 1.0 EPR credits. The live and live webcast seminars will also be submitted for Minnesota CLE credits.

** Active New members are attorneys who are within three years of admission to the practice of law and will automatically receive the discounted price.​

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If you have questions or comments about Business School for Lawyers Initiative contact us via email, telephone, or fax.

Hours
8:10 a.m. to 5 p.m. Central, Monday through Friday

Email
service@wisbar.org

Phone
(608) 257-3838
(800) 728-7788 (nationwide)
(800) 444-9404 (auto attendant)

Fax
(608) 257-5502

Address
PINNACLE - Business School for Lawyers
State Bar of Wisconsin
5302 Eastpark Blvd.
Madison, WI 53718-2101

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