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
Colorado 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

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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
Colorado 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

Credit Details by Jurisdiction

Live Webinar Registration

CLE Credits
Alabama CLE Approved · 1 Total Credits

Live - Alabama CLE - 1: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 1.0 credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 1 Total Credits

Live - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program is approved for 1.0 hours of 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 · 1 Total Credits

Live - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 1 Total Credits

Live - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 1.0 hours, of which 0.0 hour will apply to legal ethics. 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 · 1 Total Credits

Live - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program has been accredited for 1.0 hours of General Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Live - Connecticut CLE - 1: 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 1.0 hours toward your annual CLE requirement in Connecticut, including 1.0 hour(s) of ethics/professionalism.

Delaware CLE Approved · 1 Total Credits

Live - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 1 Total Credits

Live - Florida CLE - 1: Approved by The Florida Bar for a maximum of 1.0 general hours of CLER credit including 0.0 hour of professional responsibility (may include legal ethics, professionalism, substance abuse or mental illness and wellness programs).

Georgia CLE Approved · 1 Total Credits

Live - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 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.

Iowa CLE Approved · 1 Total Credits

Live - Iowa CLE - 1: "Financial Management for Solo and Small Firm Attorneys" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 1.0 hours of regular credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics credit.

Idaho CLE Pending · 1 Total Credits

Live - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.

Kansas CLE Upon Request · 1 Total Credits

Live - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 1 Total Credits

Live - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Louisiana CLE Approved · 1 Total Credits
  • 1 Law Office Practice

Live - Louisiana CLE - 1: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 1.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer based ethics credit and 1.0 hour will apply to computer based law office practice. This course will apply toward the fulfillment of the newly admitted member requirement.

Maine CLE Approved · 1 Total Credits

Live - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course shall receive 1.0 hours of CLE credit including 0.0 ethics hours.

Missouri CLE Approved · 1.2 Total Credits

Live - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 hours of CLE credit, which includes 0.0 hour of ethics, professionalism or malpractice prevention credit.

Northern Mariana Islands CLE Approved · 1 Total Credits

Live - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of CLE credit.

Nebraska CLE Approved · 1 Total Credits

Live - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Jersey CLE Approved · 1.2 Total Credits

Live - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of total CLE credit. Of these, 0.0 qualifies as hours of credit for ethics/professionalism.

New Mexico CLE Approved · 1 Total Credits

Live - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico for 1.0 hours of credit, including 0.0 hour of ethics.

Nevada CLE Approved · 1 Total Credits

Live - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 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 · 1 Total Credits
  • 1 Law Practice Management

Live - New York CLE - 1: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 1.0 credit hours. 1.0 hour can be applied to the law practice management requirement. This nontraditional format program is approved for newly admitted 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.

Ohio CLE Approved · 1 Total Credits
  • 1 New Lawyer Training

Live - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction. This course is approved for 1.0 hours of New Lawyer Training credit. NLT credit is only available on “Live Webcast” and "Webcast Replay" versions of this program.

Oklahoma CLE Approved · 1 Total Credits

Live - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 1.0 hours of CLE credit, which includes 0.0 hour of legal ethics.

South Carolina CLE Approved · 1 Total Credits

Live - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 1 Total Credits

Live - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Utah CLE Approved · 1 Total Credits
  • 1 Ethics

Live - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for a maximum of 1.0 hours of Live CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Vermont CLE Approved · 1 Total Credits

Live - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education for 1.0 hours of credit, including 0.0 hour of ethics.

Washington CLE Approved · 1 Total Credits
  • 1 Office Management

Live - Washington CLE - 1: Approved for 1.0 hour of Washington continuing legal education credit, which includes 0.0 hours of Law and Legal Procedure, 1.0 hour of Other Approved Subject Areas in the area of Office Management and 0.0 hour of ethics/professionalism..

West Virginia CLE Approved · 1.2 Total Credits
  • 1.2 Office Management

Live - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of credit, which includes 0.0 hour of Office Management, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 1 Total Credits

Live - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Paralegal Credits
California MCLE Paralegal Approved · 1 Total Credits

Live - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 1 Total Credits

Live - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 1 Total Credits

Live - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Ohio Certified Paralegals Approved · 1 Total Credits

Live - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

OnDemand Video

CLE Credits
Alabama CLE Approved · 1 Total Credits

Earn Until

OnDemand - Alabama CLE - 1: This course or a portion thereof has been approved by the Alabama State Bar Mandatory Continuing Legal Education Commission for a maximum of 1.0 on-demand credit hours, including 0.0 ethics/professionalism credit.

Arkansas CLE Approved · 1 Total Credits

Earn Until

OnDemand - Arkansas CLE - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 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 - 1: NBI, Inc. is an accredited sponsor in the state of Arkansas. This program qualifies for 1.0 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 · 1 Total Credits

Earn Until

OnDemand - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

Video Download - Arizona CLE - 1: The State Bar of Arizona does not approve or accredit CLE activities for the Mandatory Continuing Legal Education requirement. This activity qualifies for 1.0 hours toward your annual CLE requirement for the State of Arizona, including 0.0 hour of professional responsibility.

California CLE Approved · 1 Total Credits

Earn Until

OnDemand - California CLE - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 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 - 1: This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California and qualifies for 1.0 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 · 1 Total Credits

Earn Until

OnDemand - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Video Download - Colorado CLE - 1: NBI, Inc. is a Certified Provider, as recognized by the Colorado Supreme Court Continuing Legal and Judicial Education Committee. This program qualifies for 1.0 hours of home study general Colorado Continuing Legal Education Credit, including 0.0 professional responsibility credit.

Connecticut CLE Approved · 1 Total Credits
  • 1 Ethics/Professionalism

Earn Until

OnDemand - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Video Download - Connecticut CLE - 1: 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 1.0 self-study hours toward your annual CLE requirement in Connecticut, including 1.0 self-study hour(s) of ethics/professionalism.

Delaware CLE Approved · 1 Total Credits

Earn Until

OnDemand - Delaware CLE - 1: NBI, Inc. is an accredited sponsor of the Delaware Commission on Continuing Legal Education and recommends this program for 1.0 hours of eCLE credit, including 0.0 hour of ethics.

Florida CLE Approved · 1 Total Credits

Earn Until

OnDemand - Florida CLE - 1: Approved by The Florida Bar, this program qualifies for 1.0 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 - 1: Approved by The Florida Bar, this program qualifies for 1.0 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 · 1 Total Credits

Earn Until

OnDemand - Georgia CLE - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 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 - 1: This program is approved by the Commission on Continuing Lawyer Competency of the State Bar of Georgia. This program qualifies for 1.0 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.

Iowa CLE Approved · 1 Total Credits

Earn Until

OnDemand - Iowa CLE - 1: "Financial Management for Solo and Small Firm Attorneys" is an accredited program under the regulations of the Iowa Supreme Court Commission on Continuing Legal Education. It is planned that this program will provide a maximum of 1.0 hours of unmoderated activity credit toward the mandatory continuing legal education requirements under the Iowa rule, including 0.0 hour of legal ethics unmoderated activity credit.

Idaho CLE Pending · 1 Total Credits

OnDemand - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.

Video Download - Idaho CLE - 1: This program has been submitted for continuing legal education credit in the state of Idaho.

Kansas CLE Upon Request · 1 Total Credits

Earn Until

OnDemand - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Video Download - Kansas CLE - 1: Upon course completion and credit request submittal, an application will be submitted to Kansas CLE.

Kentucky CLE Upon Request · 1 Total Credits

Earn Until

OnDemand - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Video Download - Kentucky CLE - 1: Upon course completion and credit request submittal, an application will be submitted to the Kentucky Bar Association Continuing Legal Education Commission.

Louisiana CLE Approved · 1 Total Credits
  • 1 Law Office Practice

Earn Until

OnDemand - Louisiana CLE - 1: This course or a portion thereof has been approved by the Louisiana Mandatory Continuing Legal Education Committee of the Louisiana State Bar Association. This program qualifies for 1.0 hours (based on a 60-minute credit hour) of computer based credit, of which 0.0 hour will apply to computer based ethics credit and 1.0 hour will apply to computer based law office practice. This course will apply toward the fulfillment of the newly admitted member requirement.

Maine CLE Approved · 1 Total Credits

Earn Until

OnDemand - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.

Video Download - Maine CLE - 1: This course has been approved by the State of Maine Board of Overseers of the Bar. Lawyers who complete this course will receive 1.0 hours of self-study CLE credit.

Missouri CLE Approved · 1.2 Total Credits

Earn Until

OnDemand - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Video Download - Missouri CLE - 1.2: NBI, Inc. is an accredited sponsor with Missouri Minimum Continuing Legal Education. This program qualifies for 1.20 self-study CLE credit hours.

Northern Mariana Islands CLE Approved · 1 Total Credits

Earn Until

OnDemand - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Video Download - Northern Mariana Islands CLE - 1: This course has been approved by the Commonwealth of the Northern Mariana Islands. Lawyers who complete this course shall receive 1.0 hours of self-study CLE credit.

Nebraska CLE Approved · 1 Total Credits

Earn Until

OnDemand - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

Video Download - Nebraska CLE - 1: NBI, Inc. is an accredited CLE sponsor in the state of Nebraska. This activity has been approved for 1.0 distance learning CLE credits, including 0.0 hour of professional responsibility credit.

New Jersey CLE Approved · 1.2 Total Credits

Earn Until

OnDemand - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

Video Download - New Jersey CLE - 1.2: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.20 hours of alternative format CLE credit. Of these, 0.0 qualifies as hours of alternative learning format credit for ethics/professionalism.

New Mexico CLE Approved · 1 Total Credits

Earn Until

OnDemand - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - New Mexico CLE - 1: This program has been approved by the Board of Bar Commissioners of the State Bar of New Mexico. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Nevada CLE Approved · 1 Total Credits

Earn Until

OnDemand - Nevada CLE - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 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 - 1: This course has been approved by the Nevada Board of Continuing Legal Education. This program qualifies for 1.0 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 · 1 Total Credits
  • 1 Law Practice Management

Earn Until

OnDemand - New York CLE - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hour can be applied to the law practice management requirement and is approved for newly admitted 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 - 1: This nontraditional format course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for up to 1.0 credit hours. 1.0 hour can be applied to the law practice management requirement and is approved for newly admitted 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.

Ohio CLE Approved · 1 Total Credits

Earn Until

OnDemand - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Video Download - Ohio CLE - 1: This course has been approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.0 CLE credit hours, including 0.0 hour of attorney professional conduct instruction.

Oklahoma CLE Approved · 1 Total Credits

Earn Until

OnDemand - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

Video Download - Oklahoma CLE - 1: This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission. This program qualifies for 1.0 of On Demand CLE credit hours, which includes 0.0 hour of legal ethics.

South Carolina CLE Approved · 1 Total Credits

Earn Until

OnDemand - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Video Download - South Carolina CLE - 1: This course is accredited by the South Carolina Commission on Continuing Legal Education and Specialization for 1.0 alternatively delivered hours, of which 0.0 hour relates to legal ethics and professional responsibility.

Tennessee CLE Approved · 1 Total Credits

Earn Until

OnDemand - Tennessee CLE - 1: This course has been approved by the Tennessee Commission on Continuing Legal Education for a maximum of 1.0 hours of Distance Learning credit, including 0.0 hour of ethics/professionalism (EP) credit.

Utah CLE Approved · 1 Total Credits
  • 1 Ethics

Earn Until

OnDemand - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Video Download - Utah CLE - 1: National Business Institute is an approved "presumptive provider" with the Utah State Board of Continuing Legal Education. This program qualifies for 1.0 hours of self-study CLE credit for Utah attorneys, which includes 1.0 hour of ethics credit.

Vermont CLE Approved · 1 Total Credits

Earn Until

OnDemand - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Video Download - Vermont CLE - 1: This course has been approved by the Vermont Board of Mandatory Continuing Legal Education. This program qualifies for 1.0 hours of self-study credit, including 0.0 hour of self-study ethics credit.

Washington CLE Approved · 0 Total Credits
  • 1 Office Management

OnDemand - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

Video Download - Washington CLE - 0: This content has been approved for Washington Continuing Legal Education credit. Credit hours will be awarded based on the actual run time.

West Virginia CLE Approved · 1.2 Total Credits
  • 1.2 Office Management

Earn Until

OnDemand - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded Office Management credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Video Download - West Virginia CLE - 1.2: This program qualifies for 1.20 hours of pre-recorded credit, which includes 0.0 hour of pre-recorded Office Management credit, under the West Virginia Rules for Mandatory Continuing Legal Education.

Wyoming CLE Approved · 1 Total Credits

Earn Until

OnDemand - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Video Download - Wyoming CLE - 1: The Wyoming State Board of Continuing Legal Education has granted 1.0 hours of Continuing Legal Education Credit, including 0.0 hour of ethics.

Paralegal Credits
California MCLE Paralegal Approved · 1 Total Credits

Earn Until

OnDemand - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Video Download - California MCLE Paralegal - 1: This program meets the California MCLE Paralegal requirement as specified in Business and Professions Code Section 6450(d).

Delaware Certified Paralegal Program Approved · 1 Total Credits

Earn Until

OnDemand - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Video Download - Delaware Certified Paralegal Program - 1: This course qualifies for 1.0 DCP CLE credit hours, including 0.0 DCP ethics credit hour, toward the eligibility requirements of the DPA Delaware Certified Paralegal Program.

Florida Registered Paralegal Approved · 1 Total Credits

Earn Until

OnDemand - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Video Download - Florida Registered Paralegal - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of self-study ethics credit, toward the eligibility requirements of the Florida Registered Paralegal Program. This course has been approved by NFPA.

Ohio Certified Paralegals Approved · 1 Total Credits

Earn Until

OnDemand - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Video Download - Ohio Certified Paralegals - 1: This course qualifies for 1.0 hours of self-study continuing education for paralegals, including 0.0 hour of ethics, toward the eligibility requirements of the Ohio State Bar Association Paralegal Certification program.

Select Jurisdiction
CLE
Paralegal

Agenda

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  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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Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 7 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
What is included with my course purchase?
When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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Can multiple people watch courses and request credit?
While only paid registrants can receive continuing education credit for attending, there are no limitations to the number of viewers at each connection.

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