Live webinar with chat
includes 60 day replay
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)
*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.
Live webinars allow you to view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.
This program is designed for solo and small to mid-size firm lawyers responsible for financial decisions, and lawyers who feel busy but are not seeing the financial results they expect.
Many lawyers are busy—but not as profitable as they should be. This program shows you why, and what to do about it.
In most small and mid-size firms, financial management is learned on the job. The result is often slow collections, uneven cash flow, and limited visibility into how your practice is performing. This practical, plain-language program with Joe Novello, MBA, CPA focuses on the financial fundamentals that directly affect your firm’s results. Joe will show you how to turn your numbers into better cash flow, pricing, and profit decisions—things you can do on your own or have your CPA do for you. You’ll learn how to:
If you’ve ever felt uncertain about your firm’s financial performance, this program will give you a clearer, more practical way to understand and improve it.
Whether your goal is to reduce financial stress, stabilize cash flow, or build a more consistently profitable practice, Joe will help you take control of your numbers and use them to your advantage. No accounting background required, just practical tools you can use right away.
Joe Novello began his career in accounting and management consulting at Ernst & Young in New York City. He obtained his CPA license in New York and his MBA in Finance from New York University. Joe’s vast experience was gained with several domestic and international Fortune 500 companies as Controller, CFO and in other planning and analysis positions. Since founding the Financial Training Organization in 2010, Joe has presented his finance programs to thousands of lawyers at in-house, bar association, and CLE provider presentations in 23 U.S. states and across Canada. His goal is to share an easy-to-understand approach that will make practicing law less stressful and more profitable and make dealing with a client’s financial matters more manageable. He brings his real-world experience and candid opinions to his programs. He is consistently rated as exceeding expectations.
12:00 pm – 1:30 pm
Welcome and Introduction
How money flows through your practice
Cash flow, billing, and getting paid
Work in progress and collections
Pricing and billing rate decisions
Using financial statements effectively
Managing costs and financial risk
Key indicators of financial performance
Turning numbers into better decisions
Wrap-up and Program Evaluation