The Business Behind Law: Strategic Financial Planning for Law Firms (Webinar Repeat) 

Jan. 27, 2022
Webinar Repeat Online

Veuillez notez, cet événement sera disponible en anglais seulement.

Air Date: This is the archived version of a program presented on Janurary 27, 2022.

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

Format: Webinar Recording
CPD Hours: 2.00 Hours of Approved Continuing Professional Development in BC.
Viewing of this recording will provide you with 2.00 hours of the ethics, professional responsibility and practice management component for your Law Society of BC reporting.

Invest in your law firm with this strategic session intended to help optimize your business. Starting with the 101 on the business of law, this on-demand session will guide you 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 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.


The purchase of this Webinar Repeat allows one (1) registrant a one (1) week access* to the recording.
*Login access begins immediately at the time of purchase.

Instructions/Course Materials/Handouts

VIMEO - This webinar repeat is available through VIMEO.

• You will be sent the webinar link and log-in instructions within the email confirmation you will receive once you have completed your registration for this recording.
• All materials and handouts will be sent to you with your instructions.
• Ensure your computer speakers are working properly.
• Earphones are recommended for the best sound quality.

Participant Disclaimer- This is to confirm that you have agreed with the following terms and conditions:
All materials related to this course are for the sole use of the above said registrant, which may not be screen-recorded, 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 No refunds will be issued to non-attendees.


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