Solo/Small Firm CLE Series

Recorded Products

• Accounting—Learn What You Wish Had Been Taught in Law School
  Ken Yormark will take us through the accounting process including the building blocks and key financial statements. He will discuss balance sheet and income statement line items where he sees fraud occur and will review accounts where judgement comes into play and how these accounts can be "managed".

• Attracting and Retaining Law Firm Talent Post Pandemic
  This seminar will explore the current platforms available for attracting talent into a law firm setting including cost and tips for using platforms like Indeed and LinkedIn as well as other non-traditional methods of accessing and attracting talent. The seminar will then shift to retaining the talent and key topics to be discussed will be accessibility of benefits, benefits available, benefit offering cost/benefit, and retirement plans and options. The seminar will close with the presenter's recommendations regarding the above as the owner of a growing law firm in Connecticut.

• Drafting Effective Engagement Letters: Tools for the Ethical Lawyer
  This program will cover the basics of drafting properly-structured engagement letters that are effective in helping prevent ethical issues in client matters. It will cover the applicable rules of professional conduct, address risk management concerns, and discuss the critical components of engagement (and non-engagement letters) that will guide conscientious attorneys in creating positive, ethical relationships with clients from beginning to end.

• Ethical Marketing: Complying with Attorney Advertising Rules
  In this comprehensive CLE course, you will gain expert guidance on navigating advertising regulations that affect all aspects of your legal practice's presence, from public relations and marketing to social media and your website. Learn the secrets behind creating compelling content, boosting your visibility through Google ads, mastering SEO for your site, and judiciously allocating your advertising budget to attract new cases. You'll also gain insights into leveraging social media effectively and making informed decisions that drive your practice's growth. This practical session will equip you with the knowledge and tools to take your practice to the next level in a legally compliant way, while understanding the impact of recent court decisions and ethics opinions.

• Ethical Responsibility to Protect Against and Respond to Cyber Threats
  Learn from a leading ethics and technology attorney and a leading cybersecurity professional about the ethical responsibilities of protecting your systems and data from cyber threats. Presenters will discuss an array of possible cyber threats and how to protect against them and what to do if you are hacked. In addition, Sherwin Yoder will cover applicable laws and rules requiring attorneys to protect their systems and data from such threats and to respond to cyber incidents.

• Ethics and Why I Need Insurance Coverage
  Join former CBA President Dan Horgan and John Kronholm for a lively evaluation and discussion of legal hypotheticals, ethics, and insurance considerations.

• IOLTA/Law Office Management
  Members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel along with a former member of these offices and current practitioner will provide a comprehensive review of law office management and IOLTA best practices, including: an overview of the Rules of Professional Conduct and changes, major challenges, audits, what disciplinary counsel do, and how to protect/defend against disciplinary action.

• Mastering Self-Management for a Prosperous Practice
  In this exclusive webinar, we’ll unveil the secret to unlocking greater control, clarity, and confidence in your legal practice. Whether you’re managing a team, growing your firm, or striving to balance competing priorities, this session will challenge you to think differently about success and equip you with personal insights and proven tools to achieve it. Are you ready to discover what’s been missing?

• Our House: Tips for Working Effectively with In-House Counsel
  Join us for a panel discussion on understanding the role of in-house counsel, and effective communication and other tips for private practice attorneys with in-house clients.

• Run an Efficient Law Practice by Making the Most of Technology
  Technology changes much faster than the law and it’s pretty difficult for any busy lawyer to keep up with it. “I feel like I’ve fallen behind” is a common refrain. In many cases, just having a road map and plan for increasing efficiency can make a big difference in stress reduction and focus. In this class, you’ll receive a large number of recommendations and examples for increasing efficiency and profitability without simply running faster on the proverbial treadmill. We’ll explain what technologies should be on your radar, how to get the most of what you already have, and how to make smart acquisitions to fill any tech or procedural gaps you may be experiencing. Finally, we’ll spend a little time on mapping and automating repeatable processes.

• Strategic Planning for Law Firm Success
  Are you ready to take your law practice to the next level? Join us for an essential CLE that will equip you with the tools and strategies needed to build a profitable and sustainable law firm. In this dynamic session, you’ll learn how to create a powerful business plan tailored to the unique challenges of running a law firm. Discover the key components of strategic planning, including setting clear goals, optimizing your team and processes, and driving growth while managing risk. We’ll also explore the 4 C’s of intangible capital—human, structural, customer, and social—and how to leverage them to increase your firm's value. Plus, learn how to implement a rhythm of relentless execution to ensure accountability and consistent progress. Whether you’re looking to scale your practice, improve efficiency, or strengthen your firm’s foundation, this CLE will provide the actionable insights you need to succeed. Don’t miss this opportunity to transform your practice and achieve your vision of success!

• Tools to Ethically Manage Client Trust Accounts
  Lawyers are required to keep detailed and accurate records of funds deposited into their trust (escrow and IOLTA) bank accounts. However, many lawyers do not have adequate or effective procedures to comply. This program will help.

• What Great Lawyers Do at Mediations
  Learn about the seven essential steps every lawyer should be taking in a mediation.