The Business Behind Law: Strategic Financial Planning for Law Firms 

Jan. 27, 2022
ZOOM Webinar Online

Veuillez notez, cet événement sera disponible en anglais seulement.


Speakers:

Lindalee Brougham, FCPA, FCA, CGA, CFP, MA, ICD.D, LL Brougham Inc.
Adam Denny, CPA, CA, Manning Elliott LLP
Misti Holmes, General Manager, PCLaw | Time Matters Legal Software

Time: Thursday, January 27, 2022 | 12:30 pm - 2:30 pm (Pacific Time)
CPD Hours: 2.00 Hours of Approved Continuing Professional Development in BC.
Attendance at this webinar will provide you with 2.00 hours of the ethics, professional responsibility and practice management component for your Law Society of BC reporting.
 
SYNOPSIS

Invest in your law firm with this strategic session intended to help optimize your business. Starting with the 101 on the business of law, a panel of speakers will guide attendees through the 3 pillars of financial planning and practice management: operational management, growth, and succession planning.

Learn to build a foolproof financial plan, grow your business and practice management network, and develop a long-term plan for business success.

“If you don’t know where you are going, you’ll end up someplace else.” – Yogi Berra
 

 

ABOUT OUR GUEST SPEAKERS


About Lindalee Brougham
Lindalee has over 32 years of public practice experience, and provides assurance, tax, audit, and business advisory services to a wide variety of clients across Victoria. She brings strong technical expertise in assurance methodology, and hands-on experience with complex organizations. In addition to helping clients meet their assurance and financial reporting needs, she works with clients to navigate the day-to-day and long-term challenges facing their businesses. And she loves motorcycles.



About Adam Denny
Adam specializes in private and public company assurance and advisory services in a wide range of industries.  He possesses extensive experience work-ing with clients in the retail, manufacturing, distribution and transportation sectors as well as significant prac-tice in the real-estate and not-for-profit sector which include working with foundations, labour, environmen-tal and sustainability organizations.

After graduating from the University of Southampton in the United Kingdom in 2002 and obtaining his Char-tered Accountant designation in 2005, Adam worked for an international accounting firm as a Senior Man-ager before permanently moving to Canada in 2006.  Adam obtained his Chartered Accountant designation from the province of British Columbia in 2012.

Adam has been involved in the preparation and pre-sentation of course material for the Institute of Char-tered Accountants of British Columbia with respect to accounting standards for not-for-profit organizations as well as public sector accounting standards.



About Misti Holmes
Misti Holmes, is General Manager Canada at PCLaw | Time Matters. She brings over 20 years of sales and marketing experience, including 17 years serving clients in the legal vertical. Prior to joining P|T, Misti held various sales leadership roles with a primary focus working with small and midsize law firms.

 

ACKNOWLEDGING FIRST NATIONS TERRITORIES

This webinar is hosted by CBABC, which is located on the traditional and unceded territory of the Coast Salish peoples, including the Squamish, Tsleil-Waututh and Musqueam First Nations. We encourage our members to explore the rich history and knowledge of Indigenous people, and to continue learning about their experience in Canada, past and present.
 

 

TECHNICAL INSTRUCTIONS

We strongly recommend all participants to check these requirements and run the test at least a couple of days before the course date in order for the webinar to work properly for you.

ZOOM - We will be using Zoom to facilitate this webinar. If you have not used Zoom before, take a few minutes prior to the webinar to familiarize yourself with the platform -- Click Here!
 
  • You will be sent the webinar link and log-in instructions 1 day prior to the course date.
  • All materials and handouts will be sent to you with your instructions.
  • Please ensure your computer speakers are working properly as audio will be delivered
    entirely over the computer.
  • Earphones are recommended for the best sound quality.
     


Participant General Acknowledgement
By registering, you agree that all materials related to this course are for the sole use of the registrant, and may not be copied, reproduced, uploaded, posted, publicly displayed, translated, distributed, shared, modified, made available on a network or other website, used to create derivative works, or transmitted in any form or by any means whatsoever without the prior express written permission of the Canadian Bar Association.
 


Cancellation Policy
Once payment has been processed there will be no refund issued. To cancel your attendance, please contact the PD Department at PD@cbabc.org. No refunds will be issued to non-attendees.

 

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    RSVP BY JAN 26

    12:00pm (PST)
     

    REGISTRATION FEE


    Member: $100 (+GST)
    Non-Member: $200 (+GST)



    PDF Registration Form
    Access here!
     

     

     

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CONTACT INFO

CBABC Professional Development
1.888.687.3404 | 604.687.3404
pd@cbabc.org