Cash Out | A Law Firm Financial Management Heat Check

Lawyers don’t like math.  That’s why you went to law school, right?

But as it turns out, if you’re running a law firm, you really need to be on top of your financial game in a meaningful way and not just when you’re talking to your accountant about filing your taxes for the prior year.

With so many potential things to keep tabs on, how do you juggle it all?  What are the table stakes for managing a financially-forward law firm?

In this robust program, we’ll cover some basic financial competencies,that not a lot of law firms owners focus on – which means that, if you do, you can access a distinct competitive advantage.
Topics to be addressed include:

• trust account management (with an interactive component!)
• software options
• reporting + KPIs
• pricing strategies

This CLE is approved for credit through September 15, 2025.

Jared D. Correia, Esq. is the Founder and CEO of Red Cave Law Firm Consulting , which offers subscription-based law firm business management consulting and technology services for solo and small law firms.  A former practicing attorney, Jared has been advising lawyers and law firms for over a decade.  He is a frequent presenter at local, regional and national events, including ABA TECHSHOW.  He regularly contributes to legal publications, including his column, ‘Managing,’ for Attorney at Work, and his ‘Law Practice Confidential’ advice column for Lawyerist.

CLE Credits:
1.0 Standard CLE Credit approved | Event Code: 492211

MSBA Members:  $29.95
Non-MSBA Members:  $64.95



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