Wednesday, November 5, 2025

12:00 PM to 2:00 PM (Eastern Standard Time)

Webinar - CLE Pass Eligible

United States

Presented by the Connecticut Bar Association - Part of the Solo/Small Firm Series

About the Program

This two-hour seminar is designed for the solo/small law firm. The goal is to give the law firm insight into its financial management and provide simple, yet powerful tools to obtain that goal. Case studies and examples are used throughout the seminar to provide easy to understand illustrations.


You Will Learn

• Ways to improve cash flow and collections to generate more cash for your law firm
• How to use your firm’s income statement as an important financial tool in expense and revenue management rather than just a bookkeeping exercise
• Analysis of costs and how to minimize risks
• About financial fraud warning signs and how it can be prevented at your firm and at your clients’ firm
• Ways to easily monitor financial performance so that you can quickly find and correct problems
• A comprehensive understanding of how to set billing rates
• How to receive guidance on how to get your CPA to help you achieve your goals
• The 4 steps in the financial planning process
• About cash flow vs income
• About capital budgeting tools

Who Should Attend

Solo/small law firm attorneys that want to learn how to better manage their finances.


Cost

(Includes electronic materials)
Solo/Small Firm Section Member $50
Member $70
CLE Pass Holder $0 
(you must have purchased the CLE Pass to register as a CLE Pass holder)
Student Member $0
Non-Member $140

Please log into your account to receive CBA member pricing.

Financial hardship information is available upon request.

Speaker

Joseph Novello1 Joseph Novello, CPA, MBA
The Financial Training Organization, Metuchen, New Jersey


CLE Credit

CT: 2.0 CLE Credits (General)

If the seminar is recorded, all member registrants will receive complimentary access to the recording approximately six weeks after the program. 

Please note that refunds will not be granted once course materials have been sent. Cancellations made less than 2 business days prior to event are non-refundable.

Closed captioning will be available during the seminar presentation for virtual attendees. 
 


Contact

Member Service Center
Email: msc@ctbar.org
Phone: (844)469-2221