Law Practice Management

Live Online

Financial Management for Solo and Small Firm Attorneys

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
Live Online
1 hour
Christopher White
With Christopher M. White from EQUES Law Group

Mon, Dec 21, 00:00 AM – 00:00 PM

Product ID 102843

Register For Course

Course Includes
$199

Live Webinar Registration

OnDemand Recording

Course Book Download

OnDemand content will be available within 7 days of event date.

Overview

Take Control of Your Practice's Finances Before They Control You

Most solo and small-firm attorneys went to law school to practice law, not to manage a budget, yet financial missteps quietly drain profitability and create real professional exposure every day. Underpriced services, inflated expenses, and no real cash flow control do not stay hidden for long, and the cost of ignoring them only grows. This practical, no-nonsense program gives you the tools to build a financially sound practice: smarter pricing and overhead management, trust accounting compliance that keeps you out of the bar complaint file, collections strategies that protect client relationships, and the technology and planning steps that set your firm up for the long haul. Walk away with a clear, actionable plan for the financial side of your practice - register today!

  • Learn how to price your services and manage overhead for a more profitable practice.
  • Avoid the trust accounting errors most likely to trigger a bar complaint.
  • Discover billing and collection strategies that improve cash flow without damaging client relationships.
  • Identify the technology that sets your practice up for financial stability.

Abbreviated Agenda

  1. Know Your Numbers: Overhead, profitability, pricing, and key financial benchmarks
  2. Where the Money Goes: Biggest profit leaks and money-making opportunities
  3. Trust Accounting Essentials: IOLTA compliance and the mistakes that trigger bar complaints
  4. Billing, Collections, and Cash Flow: Getting paid faster while maintaining client relationships
  5. Technology That Pays for Itself: Practice management and accounting tools that improve profitability

Can't Attend Live?

Get the OnDemand Instead

Watch the recording of this event on your own schedule. We'll notify you when its ready.

Related Topics

Product ID 102843

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 1 Total
Alabama CLE Approved 1 Total
Arkansas CLE Approved 1 Total
Arizona CLE Approved 1 Total
California CLE Approved 1 Total
Connecticut CLE Approved 1 Total
Delaware CLE Approved 1 Total
Florida CLE Approved 1 Total
Georgia CLE Approved 1 Total
Iowa CLE Approved 1 Total
Idaho CLE Pending 1 Total
Kansas CLE Upon Request 1 Total
Kentucky CLE Upon Request 1 Total
Louisiana CLE Approved 1 Total
Maine CLE Approved 1 Total
Missouri CLE Approved 1.2 Total
Northern Mariana Islands CLE Approved 1 Total
Nebraska CLE Approved 1 Total
New Jersey CLE Approved 1.2 Total
New Mexico CLE Approved 1 Total
Nevada CLE Approved 1 Total
New York CLE Approved 1 Total
Ohio CLE Approved 1 Total
Oklahoma CLE Approved 1 Total
South Carolina CLE Approved 1 Total
Tennessee CLE Approved 1 Total
Utah CLE Approved 1 Total
Vermont CLE Approved 1 Total
Washington CLE Approved 1 Total
West Virginia CLE Approved 1.2 Total
Wyoming CLE Approved 1 Total
Delaware Certified Paralegal Program Approved 1 Total
Florida Registered Paralegal Approved 1 Total
Ohio Certified Paralegals Approved 1 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. Financial Management for Solo and Small Firm Attorneys

    1. Know Your Numbers: Overhead, profitability, pricing, and key financial benchmarks
    2. Where the Money Goes: Biggest profit leaks and money-making opportunities
    3. Trust Accounting Essentials: IOLTA compliance and the mistakes that trigger bar complaints
    4. Billing, Collections, and Cash Flow: Getting paid faster while maintaining client relationships
    5. Technology That Pays for Itself: Practice management and accounting tools that improve profitability

Who Should Attend

This program is designed for attorneys. Paralegals and legal administrators responsible for billing, trust accounting, or office finances will also benefit.

Speakers

Christopher M White
Christopher M.
White
EQUES Law Group
Speaker bio
Christopher M White

Christopher M. White

EQUES Law Group
Christopher White

is the executive partner and founder of EQUES Law Group, where he leads a team dedicated to redefining how legal services are delivered. A business attorney, oil and gas lawyer, and general practitioner, Mr. White brings a rare blend of legal acumen, entrepreneurial vision, and community-focused leadership to every engagement. His approach to the practice of law is both strategic and human-centered. Mr. White believes that legal work should not only solve problems, but also unlock opportunities, helping clients, businesses, and communities thrive. From complex business transactions and real-estate development to energy and mineral law, his experience spans the industries that power Ohio's economy. Under Mr. White's leadership, EQUES has grown into an integrated network of legal, title, and consulting services, anchored by a simple philosophy: clarity, efficiency, and integrity in every client relationship. Beyond the firm, he is also the owner of The Cider Press, a local restaurant and community gathering space, and RISE Spaces, a coworking and business incubation hub that empowers professionals to grow where they're planted. A thinker and builder at heart, Mr. White continues to guide EQUES toward its mission, to elevate the practice of law into the business of delivering solutions.

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