BSL 301: Business Principles for a Successful Law Firm
6.5 CLE / 1.0 EPR


BSL 301 is perfect for BSL 201 attendees, current law firm owners, or lawyers who have experience working in a law firm. The seminar will help you:

  • Assess your expectations for your law firm and yourself
  • Analyze your business plan to determine if it complies with special regulations
    Please note: A business plan is not mandatory to attend, but can be brought to share with coaches and fellow attendees.
  • Learn more advanced business school concepts related to operations, financial management, marketing, and human resources
  • Dive deeper into the ethical obligations of operating a law practice
  • Network with fellow law firm entrepreneurs at the live seminar‘s reception

Schedule

8:00am

Registration

8:30am

Time Management for Lawyers: Are You Living to Work or Working to Live?

Time management is a challenge for owners of law firms. There are many priorities to juggle and never enough time to get it all done. This session will focus on creating time to work on your business rather than just in your business. We‘ll help you understand where interruptions are coming from and more importantly how to minimize them so you can stay focused and be more productive each day.

  • New practice models
  • Quality of life issues
  • What are reasonable expectations

Thomas J. Palzewicz, ActionCOACH

9:00am

Business Plans for Lawyers

No matter how good your strategy is, it also has to get executed if you want to succeed. Do you have the right team in place? Are you using the right products, processes, and systems? Are you meeting your legal, financial, and professional responsibilities? Bring your business plan and see what you can do to enhance your firm‘s performance and productivity.

  • Review of business plan essentials
  • How to assess your business plan

Jeffrey S. Krause, Solfecta LLC

10:00am Break
10:15am

Business School Advanced Topics: Operations

The accounting structure of a company is essential to its operations. Only by understanding the money and information flow will you know how to control costs, manage change, improve performance, and create value. This session will provide you with tools and resources for turning operational data into the kind of insight you need to make strategic decisions for your firm.

  • Accounting methods
  • How to improve collections and increase revenue

Jennifer Konieczka, Jannsen & Co.
Jeffrey S. Krause, Solfecta LLC

11:00am

Business School Advanced Topics: Financial Management

The presenter has literally written the book on financial management and will discuss how to analyze profitability, understand cash flow and manage accounts receivable. These strategies, also in his book “Consistent Cash Flow” will give you the tools you need to build a more profitable practice.

  • Analyzing profitability
  • Building a book of business
  • Client acquisition costs
  • Cash flow forecasting (in/out and internal)
  • Managing accounts receivable

Thomas J. Palzewicz, ActionCOACH

12:00pm

Lunch (on your own)

1:00pm

Business School Advanced Topics: Marketing

Marketing is all about buying clients. The lower your cost of acquiring new clients, the more profitable your firm will be. This session will provide you with the secrets to defining your niche, creating a unique selling proposition, and developing a referral and lead generation machine. These ideas will help you leverage your marketing to make your business more profitable.

  • Refining your niche
  • Distinguishing yourself from the competition
  • Regularly reviewing market trends and competition
  • Getting and giving referrals

Thomas J. Palzewicz, ActionCOACH

2:00pm

Business School Advanced Topics: Human Resources

This session will assist you in identifying existing and potential “profit centers” and opportunities for delegation and otherwise improving workflow. This session will also assist you in preparing for and conducting employee evaluations, managing client expectations, and ensuring consistency in client communications.

  • Managing people: staff, interns, partners
  • Analyzing profitability of support staff, contract attorneys, of-counsel, etc.
  • Meeting expectations using client communication metrics

Mark J. Goldstein, Goldstein Law Group

3:00pm

Break

3:15pm

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

Success in practice often depends on careful selection of new clients and cases. While it may be tempting to take whatever client calls or walks into your office when starting out, doing so may jeopardize your practice. Case screening and evaluation is an essential management tool. This session will help you develop procedures for screening and evaluating clients and cases, establishing reasonable client expectations through engagement agreements, and handling difficult clients.

  • Screening and evaluating clients
  • Drafting fee agreements
  • Handling difficult clients

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

4:15pm

Networking & Leadership

The seminar will conclude with a focused discussion on how important leadership is to your firm. We will also review the 6 Keys to Building a Winning Team to help you understand how to build a team around you that will take your business to the next level.

  • Speaking engagements
  • Leadership opportunities
  • Giving back

Thomas J. Palzewicz, ActionCOACH

4:30pm

Program Concludes, Networking Reception to Follow

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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 Reception

The seminar concludes with a fifteen minute how-to-network presentation and for live seminar attendees, a reception is planned to allow you to put your new skills into play 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

© 2014 State Bar of Wisconsin. All rights reserved. Terms of Use