CLE Accredited Workshops

This presentation introduces attorneys to the fundamentals of legal marketing and business  development (BD).

Intro to Legal Marketing and Business Development 102 is a practical, strategy focused CLE  designed to equip attorneys with the foundational skills and actionable tools needed to grow their  book of business with confidence and intention.  

This CLE workshop provides attorneys with a structured, ethical, and relationship-centered  approach to client acquisition.  this item

Understanding the client perspective is a strategic business development workshop designed to  help attorneys deepen client relationships by aligning legal advice with real-world business  realities.  

Client service as a business development tool is a practical, interactive workshop designed to  help attorneys leverage every client interaction as a pathway to deeper relationships and  measurable business outcomes. 

Thinking like an owner early in your legal career is a strategic business development  workshop designed to help attorneys shift from an employee mindset to an ownership  mindset long before partnership is on the table.  

Building your personal brand as a lawyer is a strategic business development workshop  designed to help attorneys intentionally define and elevate their professional reputation.  

Networking without feeling salesy is a practical, mindset-shifting workshop designed to help  attorneys build meaningful professional relationships in an authentic, service-oriented way.  

How to build a referral network early in your legal career is a strategic, practical workshop  designed to help attorneys understand how referrals truly work and how to cultivate meaningful,  long term professional relationships long before they “need” business.  

Turning conversations into opportunities is a practical, hands-on workshop designed to help  attorneys identify opportunity signals, advance relationships naturally and convert professional  interactions into meaningful business outcomes. 

How associates strengthen client relationships is a practical, strategy focused workshop  designed to help associates understand their influence and leverage it intentionally.  

Creating your first business development plan is a practical, hands-on workshop designed to help  attorneys build a clear, actionable roadmap for growing their practice.

Many attorneys engage in business development activities without a clear sense of what is  working or where to focus their efforts.  

Building a book of business before partnership is a practical, strategy-focused workshop designed  to help attorneys take ownership of their business development efforts early in their careers.  

Building confidence in business conversations is a practical, hands-on workshop designed to help  attorneys overcome nervousness, project authority and engage effectively in business  development interactions.  

Networking for Lawyers 101: What Happens After the Event? is a strategic business development  workshop designed to help attorneys understand how to effectively manage and develop  professional relationships after networking events in a way that feels authentic, professional and  sustainable. 

Networking for lawyers 102: Turning relationships into opportunities is a business development  workshop designed to help attorneys move beyond basic networking to develop a strategic  approach to cultivating professional relationships that support long-term growth, referral  development and client opportunities. 

Operational Set Up of a New Law Firm is a one-hour CLE workshop designed to equip attorneys with the essential operational, financial, and client-management foundations required to successfully launch and manage a law firm. While legal expertise is critical, transitioning from an established firm to practice ownership requires the implementation of effective business systems that support ethical compliance, operational efficiency, financial stability, and high-qualitity legal services.

Your law firm has good lawyers. You have good intentions. And somewhere between the first client call and the final invoice, you are losing time, money, and goodwill. Not because of catastrophic failures, but because of friction. The Hidden Friction Tax is a one-hour CLE program that helps attorneys and law firm administrators identify the operational inefficiencies that quietly drain firm performance.  - Presented by Tricia Warren 

Intake to Invoice is a one-hour CLE program that walks attorneys and firm administrators through each stage of the client lifecycle, identifies where operational friction most commonly occurs, and provides a practical blueprint for building a standardized, repeatable process from first contact to final payment.  -  Presented by Tricia Warren

This workshop is designed to help attorneys lead their teams with clarity, civility, and candor. The moment you have direct reports, you set the standard, and your conduct becomes the culture. This session covers emotional intelligence under pressure, a communication framework for giving feedback without losing civility, how to build a high-trust team, and a practical script for the hard conversations most leaders avoid.  -  Presented by Pete Srodoski 

The Well-Run Firm is a practical, hands-on workshop designed to help attorneys run the business behind the practice. Firms rarely struggle because the lawyering is weak. They struggle because nobody owns the operation underneath it. This session introduces R3, a simple operating system built on three pillars: a clear vision for the firm, a focused strategy with defined ownership, and an execution rhythm that holds when everyone is busy.  -  Presented by Pete Srodoski