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Course Book Download
Overview
The Hidden Benefits of Business Planning, Tech, and Marketing That You Didn't Know About
Want to stand out as a small firm leader in the legal industry? Don't wait for the competition to get ahead! Join our distinguished practitioners as they dole out tips and tricks for heightening your firm's growth and efficiency. Examine best practices for creating a business plan, find out which metrics you need to track to measure your law firm's financial health, and much more. Register today!
- Discover tried-and-true financial-planning strategies for your firm.
- Harness technology to grow your firm and boost client relationships.
- Uncover guidance for hiring associates and forming a partnership.
- Formulate business development and marketing strategies.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Business Planning for Attorneys: Key Components for Long-Term Growth
- Smart and Sustainable Financial-Planning Strategies for Law Firms
- Using Tech to Expand Your Law Firm and Strengthen Client Relations
- Are You Ready to Grow? Hiring, Partnerships, and Other Considerations
- Business Development, Marketing, and Client Acquisition for Law Firms
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| Alaska CLE |
|
3 Total | 09-16-2027 |
| Arkansas CLE |
|
3 Total | 06-30-2027 |
| Arizona CLE |
|
3 Total | 09-16-2027 |
| California CLE |
|
3 Total | 09-16-2027 |
| Colorado CLE |
|
4 Total | 12-31-2027 |
| Connecticut CLE |
|
3 Total | 09-16-2027 |
| Delaware CLE |
|
2.3 Total | 09-16-2027 |
| Florida CLE |
|
2.5 Total | 03-31-2027 |
| Georgia CLE |
|
3 Total | 12-31-2026 |
| Idaho CLE |
|
2.25 Total | 09-16-2030 |
| Kansas CLE |
|
2 Total | 09-15-2027 |
| Maine CLE |
|
2.25 Total | 09-15-2027 |
| Minnesota CLE |
|
2.25 Total | 09-16-2027 |
| Missouri CLE |
|
3.6 Total | 09-16-2027 |
| Northern Mariana Islands CLE |
|
3 Total | 09-16-2027 |
| Montana CLE |
|
2.25 Total | 09-16-2028 |
| North Dakota CLE |
|
3 Total | 09-16-2028 |
| Nebraska CLE |
|
3 Total | 09-16-2027 |
| Nevada CLE |
|
2 Total | 09-16-2028 |
| New York CLE |
|
2.5 Total | 09-16-2028 |
| Oklahoma CLE |
|
3.5 Total | 09-16-2027 |
| Oregon CLE |
|
3 Total | 09-16-2028 |
| Pennsylvania CLE |
|
2 Total | 09-16-2027 |
| Tennessee CLE |
|
3 Total | 09-15-2027 |
| Vermont CLE |
|
3 Total | 09-16-2027 |
| Washington CLE |
|
2.25 Total | 09-15-2030 |
| Wisconsin CLE |
|
3.5 Total | 12-31-2026 |
| West Virginia CLE |
|
3.6 Total | 09-16-2027 |
| Wyoming CLE |
|
3 Total |
Credit Details by Jurisdiction
OnDemand Video
CLE
Credits
Alaska CLE Reciprocity · 3 Total Credits
Earn Until
OnDemand - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.
Video Download - Alaska CLE - 3: Alaska Bar members may claim credit for attending CLE programs that have been accredited by other mandatory CLE jurisdictions. This program qualifies for 3.0 hours of credit, which includes 3.0 hours of MCLE credit and 0.0 hour of MECLE credit.
Arkansas CLE Approved · 3 Total Credits
Earn Until
OnDemand - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Video Download - Arkansas CLE - 3: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 3.0 hours of on demand continuing legal education credit, including 0.0 hour of ethics, consistent with the rules and regulations of the Arkansas Supreme Court of Professional Programs.
Arizona CLE Approved · 3 Total Credits
Earn Until
OnDemand - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
Video Download - Arizona CLE - 3: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 3.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.
California CLE Approved · 3 Total Credits
Earn Until
OnDemand - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of participatory credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Video Download - California CLE - 3: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 3.0 hours of self-study credit, of which 0.0 hour will apply to legal ethics credit. NBI, Inc. certifies this activity conforms to the standards for approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. NBI, Inc. is a State Bar of California approved MCLE provider - #53.
Colorado CLE Approved · 4 Total Credits
Earn Until
OnDemand - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Video Download - Colorado CLE - 4: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 4.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.
Connecticut CLE Approved · 3 Total Credits
- 3 Ethics/Professionalism
Earn Until
OnDemand - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.
Video Download - Connecticut CLE - 3: Neither the Connecticut Judicial Branch nor the Commission on Minimum Continuing Legal Education approve or accredit CLE providers or activities. It is the opinion of NBI, Inc. that this activity qualifies for 3.0 self-study hours toward your annual CLE requirement in Connecticut, including 3.0 self-study hour(s) of ethics/professionalism.
Delaware CLE Approved · 2.3 Total Credits
Earn Until
OnDemand - Delaware CLE - 2.3: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 2.30 hours of eCLE credit, including 0.0 hour of ethics.
Florida CLE Approved · 2.5 Total Credits
Earn Until
OnDemand - Florida CLE - 2.5: Approved by The Florida Bar, this program qualifies for 2.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).
Video Download - Florida CLE - 2.5: Approved by The Florida Bar, this program qualifies for 2.50 general hours of CLER self-study credit including 0.0 hour of self-study professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).
Georgia CLE Approved · 3 Total Credits
Earn Until
OnDemand - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Video Download - Georgia CLE - 3: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 3.0 hours of distance learning continuing legal education credit with the Georgia Commission on Continuing Lawyer Competency, which includes 0.0 hour of distance learning ethics.
Idaho CLE Approved · 2.25 Total Credits
Earn Until
OnDemand - Idaho CLE - 2.25: Approved for 2.25 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Video Download - Idaho CLE - 2.25: Approved for 2.25 hours of self-study continuing legal education credit in the state of Idaho, which includes 0.0 self-study legal ethics or professional responsibility credit.
Kansas CLE Approved · 2 Total Credits
- 2 Law Practice Management
Earn Until
OnDemand - Kansas CLE - 2: Approved by Kansas CLE for 2.0 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit and 2.0 hours of law practice management.
Video Download - Kansas CLE - 2: Approved by Kansas CLE for 2.0 hours of prerecorded format continuing legal education credit, which includes 0.0 hour of ethics and professionalism credit and 2.0 hours of law practice management.
Maine CLE Approved · 2.25 Total Credits
Earn Until
OnDemand - Maine CLE - 2.25: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.25 hours of self-study CLE credit.
Video Download - Maine CLE - 2.25: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.25 hours of self-study CLE credit.
Course Book - Maine CLE - 2.25: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.25 hours of self-study CLE credit.
Minnesota CLE Approved · 2.25 Total Credits
Earn Until
OnDemand - Minnesota CLE - 2.25: Approved for 2.25 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Video Download - Minnesota CLE - 2.25: Approved for 2.25 hours of standard on-demand CLE credit, including 0.0 hour of ethics credit by the Minnesota Board of Continuing Legal Education.
Missouri CLE Approved · 3.6 Total Credits
Earn Until
OnDemand - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Video Download - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 3 Total Credits
Earn Until
OnDemand - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Video Download - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Montana CLE Approved · 2.25 Total Credits
Earn Until
OnDemand - Montana CLE - 2.25: This program qualifies for 2.25 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.
Video Download - Montana CLE - 2.25: This program qualifies for 2.25 hours of self-study CLE credit by the Montana Commission of Continuing Legal Education, including 0.0 hour of professional fitness and integrity credit.
North Dakota CLE Approved · 3 Total Credits
Earn Until
OnDemand - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.
Video Download - North Dakota CLE - 3: North Dakota attorneys completing this program may claim 3.0 North Dakota self-study CLE credit hours, including 0.0 hour of self-study ethics credit, on the Report of Compliance.
Nebraska CLE Approved · 3 Total Credits
Earn Until
OnDemand - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
Video Download - Nebraska CLE - 3: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 3.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.
Nevada CLE Approved · 2 Total Credits
Earn Until
OnDemand - Nevada CLE - 2: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 2.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
Video Download - Nevada CLE - 2: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 2.0 hours of alternative format CLE credits by the Nevada Board of Continuing Legal Education, which includes 0.0 hour of alternative format ethical considerations.
New York CLE Approved · 2.5 Total Credits
- 2.5 Law Practice Management
Earn Until
OnDemand - New York CLE - 2.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 2.50 credit hours. 2.50 can be applied to the law practice management requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Video Download - New York CLE - 2.5: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 2.50 credit hours. 2.50 can be applied to the law practice management requirement and is approved for experienced attorneys. NBI, Inc. offers a Financial Hardship Policy for qualifying individuals. To apply, please submit a request via email to our Tuition Discount Committee at customerservice@nbi-sems.com.
Oklahoma CLE Approved · 3.5 Total Credits
Earn Until
OnDemand - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Video Download - Oklahoma CLE - 3.5: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 3.50 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.
Oregon CLE Approved · 3 Total Credits
Earn Until
OnDemand - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 3.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.
Video Download - Oregon CLE - 3: NBI, Inc. is an approved sponsor with the Oregon MCLE. This program qualifies for 3.0 hours of general continuing legal education credit and 0.0 hour of ethics credit.
Pennsylvania CLE Approved · 2 Total Credits
Earn Until
OnDemand - Pennsylvania CLE - 2: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 2.0 hours of distance learning credit, including 2.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Video Download - Pennsylvania CLE - 2: This program has been approved by the Pennsylvania Continuing Legal Education Board. This program qualifies for 2.0 hours of distance learning credit, including 2.0 hours of substantive law, practice and procedure CLE credit and 0.0 hour of ethics, professionalism or substance abuse distance learning CLE credit.
Tennessee CLE Approved · 3 Total Credits
Earn Until
OnDemand - Tennessee CLE - 3: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 3.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.
Vermont CLE Approved · 3 Total Credits
Earn Until
OnDemand - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Video Download - Vermont CLE - 3: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 3.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.
Washington CLE Approved · 2.25 Total Credits
- 2.25 Office Management
Earn Until
OnDemand - Washington CLE - 2.25: This program qualifies for 0.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 2.25 hours of Other Approved Subject Areas in the area of Office Management and 0.0 hour of ethics/professionalism.
Video Download - Washington CLE - 2.25: This program qualifies for 0.0 hours of Washington continuing legal education (Self Study) A/V credit, which includes 0.0 hours of Law and Legal Procedure, 2.25 hours of Other Approved Subject Areas in the area of Office Management and 0.0 hour of ethics/professionalism.
Wisconsin CLE Approved · 3.5 Total Credits
- 3.5 Law Practice Management
Earn Until
OnDemand - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 3.5 hours of law practice management (LPM) credit.
Video Download - Wisconsin CLE - 3.5: Approved for 3.50 hours of repeated on-demand CLE credit by the Board of Bar Examiners, including 3.5 hours of law practice management (LPM) credit.
West Virginia CLE Approved · 3.6 Total Credits
- 3.6 Office Management
Earn Until
OnDemand - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit and 3.60 hours of pre-recorded office management, under the West Virginia Rules for Mandatory Continuing Legal Education.
Video Download - West Virginia CLE - 3.6: This program qualifies for 3.60 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded ethics credit and 3.60 hours of pre-recorded office management, under the West Virginia Rules for Mandatory Continuing Legal Education.
Wyoming CLE Upon Request · 3 Total Credits
OnDemand - Wyoming CLE - 3: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Video Download - Wyoming CLE - 3: Upon course completion and credit request submittal, an application will be submitted to the Bar.
Course Book (PDF Download)
CLE
Credits
Maine CLE Approved · 2.25 Total Credits
Earn Until
Course Book - Maine CLE - 2.25: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 2.25 hours of self-study CLE credit.
Missouri CLE Approved · 3.6 Total Credits
Earn Until
Course Book - Missouri CLE - 3.6: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 3.60 self-study CLE credit hours.
Northern Mariana Islands CLE Approved · 3 Total Credits
Earn Until
Course Book - Northern Mariana Islands CLE - 3: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 3.0 hours of self-study CLE credit.
Select Jurisdiction
CLE
Agenda
-
Business Planning for Attorneys: Key Components for Long-Term Growth
-
Smart and Sustainable Financial-Planning Strategies for Law Firms
- Financial Metrics You NEED to Track to Measure Your Firm's Health
- Prevent Revenue Leaks: Implementing Financial Safeguards and Controls
- Alternative Fee Structures and Client Loyalty/Retention
- Strategic Budgeting Tips for Firm Growth and Financial Stability
- How to Prepare for Unexpected Expenses or Financial Downturns in Your Firm
-
Using Tech to Expand Your Law Firm and Strengthen Client Relations
-
Are You Ready to Grow? Hiring, Partnerships, and Other Considerations
-
Business Development, Marketing, and Client Acquisition for Law Firms
- Digital Marketing and Social Media Tactics - Help Your Firm Thrive!
- Ingenious Tips for Expanding Your Client Pipeline and Referral Network
- Branding Tips That Will Set Your Firm Apart in a Competitive Industry
- Building Credibility and Positioning Your Firm as a Leader in the Legal Market
- Marketing Strategies to Ensure Continuous Client Acquisition and Retention
Who Should Attend
This program is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
David A. Lowe
is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, corporate matters, employment law, personal injury, and successions. Mr. Lowe is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. He has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court. Mr. Lowe is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. He earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.
Speaker bio
Amber James
is the founder and CEO of New Beginnings Family Law, P.C., where her main areas of practice are divorce, child custody, parental alienation, mediation, adoption, and surrogacy. Prior to opening her own practice, she worked in the Circuit Court of Jefferson County Domestic Relations Division as a law clerk for the Honorable Ralph A. Ferguson, Jr., and in the firm of Shaw-Anderson, LLC. Ms. James earned her B.A. and M.B.A. degrees from the University of Alabama at Birmingham, and her J.D. degree from the Birmingham School of Law. She is admitted to practice in Alabama and before the U.S. Supreme Court. Ms. James is also a board-certified family law trial advocate, having received her board certification from the National Board of Trial Advocacy. She is a member of the Alabama State Bar, and the American, Morgan County and Huntsville-Madison County bar associations. Ms. James has previously been recognized as Female Entrepreneur of the Year in 2020 by the Catalyst Center for Business and Entrepreneurship in Huntsville, Alabama. Her firm was chosen as the Professional Services Business of the Year in 2020 by the Huntsville-Madison County Chamber of Commerce. Her firm is consistently recognized as one of the Best Places to Work in Huntsville, Alabama and recently received the designation of Best Place for Working Parents.
Speaker bio
John M. Cinti
is an attorney with the law firm of Mintzer Sarowitz Zeris & Willis LLC, where he has focused his practice on civil litigation, concentrating on personal injury with an emphasis on matters involving catastrophic injury and wrongful death. Additionally, Mr. Cinti has regularly brought his talents to the aid of clients in disputes involving breach of contract and a variety of commercial torts. He also has significant experience in assisting clients in various aspects of insurance coverage, including bad faith claims, declaratory judgment and insurance agent/broker malpractice. Mr. Cinti was designated a Certified Civil Trial Attorney by the New Jersey Supreme Court in 2004. He is a member of the New Jersey State, New York State and Pennsylvania bar associations. Mr. Cinti earned his B.S. degree from the University of Scranton and his J.D. degree from Rutgers University School of Law-Newark.
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