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

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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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