BSL 201: Business Plans for Lawyers
6.0 CLE/1.0 EPR Register

Live & Live Webcast: Friday, August 14, 2015

– State Bar Center

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

  • Fill in the gaps of your business plan and present your plan to investors
  • Market your firm to get the clients you want
  • Set achievable goals and develop a method for measuring success
  • Understand the basics of financial management, operations, financial management, and human resources
  • Learn important ethics rules that must be followed when you own a law practice
A special thanks to our sponsor!

Schedule

8:00am

Registration

8:30 AM

Changing Hats: Lawyers Turned Entrepreneurs 

  • From lawyer to business owner – it’s not just a Google exercise
  • Pressional responsibility considerations

Tami Van Galder Patel

9:00am

Business Plans for Lawyers

  • What is your market niche?
  • Pitching your plan to investors – including yourself

Jeffrey S. Krause

10:00am

Break

10:15am

Business School Basics: Operations

  • Creating integrated systems
  • Measuring for success

Katrina C. Jasaitis

11:00am

Business School Basics: Financial Management for Lawyers

  • Basic financial documents
  • Understanding earnings projections
  • Ensuring consistent cash flow

David M. Elmer, CPA

12:00pm

Networking Lunch (live audience only)

1:00pm

Business School Basics: Marketing for Lawyers

  • Finding clients ethically
  • Growing a client base
  • Tips and tricks for creating a brand

J. David Krekeler

2:00pm

Business School Basics: Human Resources

  • Structuring team, positions, workflow
  • Hiring – when, who, how
  • Onboarding
  • Legal considerations

Mark J. Goldstein

3:00pm

Break

3:15pm

Ethics:  What You Don’t Know You Don’t Know

  • Law as a regulatory business
  • Referrals, partnerships, advertising and other OLR traps

Aviva M. Kaiser, Thomas J. Watson

4:15pm

Panel Discussion:  What Do You Want To Know?

  • Question and Answer session
  • Resources to get started
  • What we want YOU to know

Panel Presentation

4:45pm

Program Concludes

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BSL 201:
Business Plans for
Lawyers

6.0 CLE/1.0 EPR Credits

Live & Live Webcast:
Friday, August 14, 2015

Register

Webcast Replays
Register

BSL 301:
Business Principles for a Successful Law Firm

6.5 CLE/1.0 EPR Credits

Live & Live Webcast:
Friday, September 18, 2015

Register

Webcasts Replays
Register

BSL:
Roundtable Series

Earn Up to 1.0 CLE Credit

Check Upcoming Dates
Register for Webcast
Learn About Each Seminar

BSL:
Law Firm Compensation Models

1.0 CLE Credit

Available as CLE OnDemand
Purchase


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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