Tag Archive | "law office management"

MBA Concepts for Lawyers, Sept. 29

Your practice must keep pace with the increasingly sophisticated demands of your clients! Do you have 1) the advanced training, 2) sophisticated tools and 3) “in the trenches” experience to understand and analyze financial transactions and deals that are at the heart of most legal matters? MBA Concepts for Lawyers is an answer to the busy lawyer’s prayer!
Your clients are increasingly involved in sophisticated aspects of capital markets, with implications for their lives today, through retirement, and even for their estates. Your role as counselor demands a thorough understanding of these markets in order to compete effectively in a modern legal practice and to provide the sound advice that clients expect and deserve.
Corporate clients increasingly face vigorous scrutiny from shareholders, the press, and ever more aggressive regulators. Your understanding of how business works – and how corporate stability and management effectiveness are measured and reported – are vital to providing effective representation.
MBA Concepts for Lawyers provides a one-day crash course in understanding the legal impact of business operations on your individual and corporate clients, providing important insights into their health, value and future stability. The principles are constant and apply to family businesses as well as huge multi-nationals.
Professor Adams provides practical techniques for reading a balance sheet, income statement, and statement of cash flows – helping you to spot vital financial and legal issues. He discusses the risk and return model, explains how stocks and bonds are priced, and advises you on the effective and ethical use of financial leverage. He also explores the accompanying legal doctrines in the areas of mergers and acquisitions and securities. This internationally acclaimed program will refine and expand your knowledge of financial matters giving you, your firm and your clients a real competitive edge.
Topics for Discussion
* Key Business Concepts
* Introduction to Accounting
* Advanced Accounting Concepts
* Financial Statement Analysis
* Manipulating the Books
* Accounting Concepts Applied to Legal Drafting
* Introduction to Corporate Finance
* Advanced Topics in Corporate Finance
* Cash Flow Analysis
* Understanding Stocks and Bonds
* Mergers & Acquisitions
* Derivatives


Professor Edward S. Adams

University of Minnesota School of Law, Minneapolis, MN

Featuring Professor Ed Adams

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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4th Annual Reality CLE, May 5-6

A Unique Retreat for Attorneys That Drive in the Small Practice Lane as Well as Those New to the Practice of Law!

We are excited to announce that the Reality CLE program is back for 2016 with fresh new content! Join your fellow small firm colleagues on May 5-6, 2016 at the Crowne Plaza Airport for two energized days packed with valuable information you can put immediately to use in your practice.

To help you manage your budget, ICLEF has again arranged a special low tuition rate for everyone, which includes lunch on the first day, refreshment break service throughout, printed and electronic materials for all sessions, 14 hours of CLE credit (including 2.25 hours towards ethics) and FREE parking.


Banking and Form of Practice
* Business Structure and Type of Entity
* How to Share Space
* Types of Bank Accounts Needed
* Credit Card Processing
* Real Estate Issues for Law Firms
* Protecting Your Assets
* Other Resource Suggestions

* Opening & Running an Office on a Shoestring Budget – Successfully!

Advertising Your Practice
* Branding & Ethics
* Staying Connected with Clients & Referral Sources

* Social Media Presence – What Is Effective & Ethical?

Systems Part I – The Production Schedule and Processes
* Sample Office Manual
* Sample Engagement Letters
* How to Organize Work Flow & Your Day
* How to End a Working Relationship

* How to Effectively Use Assistants and Paralegals

How To Effectively Use Technology In Your Practice

Systems Part II – Recording Time & Collecting Fees
* Systems for Time and Billing
* Cash Flow and Payments from Clients
* Advanced Fees
* Communications with Client

* Billing online

Creating a Positive Client Experience – Communications and Beyond

Why is Professional Liability Insurance Worth It?

Golden Nuggets: Practice Ideas & Pointers of the last 12 Months.  A Reality CLE Tradition Not to be Missed!


Sessions I & II  (Select Two)
A. Family Law
B. Criminal Law

C. 10 Must-Have Employee Policies for the Small and Emerging Law Practice

Sessions III & IV  (Select Two)
E. Wills, Trusts & Estate Planning
F. Contracts Drafting, Structure and Analysis
G. The Business of Mediating
H. Creating the Client Experience
Planning Team
Elizabeth A. Justice – Chair
Attorney at Law, Crawfordsville, IN
Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel, IN
F. Anthony Paganelli
Paganelli Law Group, Indianapolis, IN
Frederick W. Schultz
Greene & Schultz Trial Lawyers, Bloomington, IN


Rob Albright
Professional Sales and Business Trainer, Antmed, Inc., Indianapolis, IN
James J. Bell
Paganelli Law Group, Indianapolis, IN
Ryan H. Cassman
Coots, Henke & Wheeler, P.C., Carmel, IN
Jessie A. Cook
Law Office of Jessie A. Cook, Terre Haute, IN
Susan M. Hargrove
Horizon Bank, Carmel, IN
Jennifer J. Hawkins
Hawkins Law PC, Sullivan, IN
Hannah Kaufman Joseph
Katz & Korin, PC, Indianapolis, IN
Meghann E. LaBadie
Law Office of Meghann LaBadie, LLC, Highland, IN
Richard A. Mann
Richard A. Mann, P.C., Indianapolis, IN
Jennifer A. Ritman
Ritman & Associates, Inc., Noblesville, IN
Kimberly S. Robinson
Law Office of Kimberly S. Robinson, Indianapolis, IN
David L. Swider
Bose McKinney & Evans LLP, Indianapolis, IN
Reid F. Trautz
Firm Resolutions, Annandale, VA
Michael J. Trescone
Trescone Law Office, Bloomington, IN
Patrick H. Wanzer, CPA
Wanzer Financial, Indianapolis, IN
Paul J. Unger
Affinity Consulting Group, LLC, Columbus, OH


We express our sincerest thanks to the Indiana Bar Foundation & Wanzer Financial for their support of the Reality CLE program!

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How to Understand & Analyze Financial Statements for Attorneys, April 20


The ability to understand and analyze financial information is essential in all areas of legal practice.  In these unstable economic times, it has become more important than ever for accounting misstatements and corporate financial manipulations to be understood and avoided.

This basic-to-intermediate level seminar will show you easily adaptable techniques for reading a balance sheet, income statement and statement of cash flows, helping you communicate more effectively with financial and business professionals as well as identify vital financial and legal issues significant to you and your client.


Your Role as an Attorney:

Ethical, Considerations Relating to Financial Statements

Basic Concepts Underlying Financial Reporting
* Generally accepted accounting principles (GAAP) and non-GAAP accounting
* Levels of assurance provided in a financial statement
* Net income vs. cash flow
* Depreciable assets
* Capitalizing vs. expensing
* Inventory

* Other fundamental concepts

The Financial Statements
* Accountants’ Report
* Balance Sheet
* Statement of Cash Flows

* Notes to the Financial Statement

Basic Financial Statement Analysis
* Short-term Liquidity
* Long-term Solvency and Planning
* Profitability
* Return on Investment

* Commonly Used Ratios

Common Manipulative Techniques
* How a financial statement can follow the rules and still be deceptive
* Circumstances where you are most at risk of being misled
* Tactics to protect yourself, clients and your firm


Douglas R. Smith, CPA

Adjunct Instructor, Sierra Nevada College, Incline Village, NV

Thomas D. Perkins
Attorney, Indianapolis


6 CLE / .5 E – Wednesday, April 20
9:00 A.M. – 4:30 P.M.

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Mastering Microsoft Word in the Law Office, April 13

Are you tired of wrestling with Word every time you have to draft something more complex than a letter? Do you wish you could control Word’s formatting and gain a better understanding of how it works? Do you miss WordPerfect? If the answer to any of these questions is yes, this is your class! Word classes designed for the general public just don’t address the issues legal professionals face when drafting legal instruments. By contrast, this class is designed by lawyers, for lawyers.

BRING YOUR LAPTOP if you would like to follow along! Sample documents will be available for download in advance so you may follow along in class. Seminar will be taught using Word 2016. The course materials will work with Word 2007, 2010, 2013 & 2016 for Windows.

Are you a Mac user? Please let us know ahead of time.  We can send you a Word for Mac manual so you may follow along. Word for Windows and Word for Mac have different interfaces, but they are capable of most of the same things with some exceptions.


“One of the best seminars ever! Barron is knowledgeable and entertaining. This seminar will change your word processing life!”

“I love this guy! Why? 1) the content is directly relative to my practice; 2) there were very helpful skills — well documented’ 3) energetic presentation.”

“Excellent!! First Word training that I’ve been to that I’ve left feeling like, now I get it!”

“Very clear explanations, strong knowledge of the subject, entertaining speaker and knows his law audience.
Wish I’d taken it 10-years ago!”

“If I remember 1/3 of the information, I’m ahead of the game and my firm got more than their money’s worth.”

Word Formatting Fundamentals
* Modifying Word’s defaults for use in a law firm or legal department
* Tips and tricks for navigating long legal documents
* Building clause libraries using AutoText and Quick Parts
* Automatic paragraph numbering
* Indents and tabs
* Getting the formatting to do exactly what you want

Advanced Legal Document Topics
* Headers and footers
* Page numbering
* Automatically updating paragraph cross-references
* Endnotes and footnotes
* Automatic table of contents
* Automatic table of authorities

Tools & Techniques for Negotiating & Revising Documents
* Document collaboration
* How to ensure all changes are caught – producing a redline
* How to consolidate proposed changed from many people into a single document
* How to handle multiple versions and avoid confusion
* How to protect confidentiality
* Locking down a document to protect against further changes
* Indicating proposed changes on a Word document, a PDF and paper – track changes and other techniques

Styles: If You Don’t Control Them, They Will Control You
* Eliminate random font changes while editing
* Copy text from one document to another with perfect formatting
* De-construct and fix documents which are a complete mess
* Convert WordPerfect files to Word
* Create custom formatting tools you can use in every document

Using Templates to Streamline Your Document Generation
* Create model documents with fill-in fields
* How to create “public” templates and share them with others on your network

Macros: Automate Your Word Processing
* Macros – what they are and when to use them
* Other automation tools in Word – AutoText, AutoCorrect & Quick Parts
* Creating and sharing macros
* Assign macros to toolbar buttons and/or speed-keys

Barron K. Henley, Esq.

Partner, Affinity Consulting Group, Columbus, OH

6 CLE (NLS) – Wednesday, April 13, 9:00 A.M. – 4:30 P.M.



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