Financial Management Tracks

11:15 AM – 12:15 PM

Driving Strategic Success in Legal Administration: Financial Insights & Operational Tools
Speaker: Jonathan San Solo, Citrin Cooperman
This session equips legal administrators with the financial and operational insights needed to strengthen law firm management and performance. Participants will gain practical knowledge of financial statements, profitability drivers, forecasting tools, and pricing models, while also learning how to effectively support and manage remote work environments. Through real-world examples and actionable strategies, attendees will leave with the confidence to interpret financial data, contribute to strategic decision-making, and implement best practices that drive firm-wide success.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.
CLM® Recertification Credit: 1 hr (60 min) in the subject area of Financial Management (FM)

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3:30 PM-4:30 PM

Finance and Budgeting 101: The Fundamentals
Speakers: Tirek Gayle and Michael Leonardi
This course provides a comprehensive introduction to the principles of finance and budgeting within law firms, equipping participatns with the essential skills to manage financial resources effectively, Through practical exercises and real-world examples, members will learn how to develop budgets, interpret financial statements, and make informed financial decisions. The course is designed for individuals seeking to enhance their financial literacy and apply sound budging practices in their firm.

CLM® Application Credit for Functional Specialists: 1 hr (60 min) in the category of Financial Management
CLM® Recertification Credit: 1 hr (60 min) in the Subject Area of Financial Management
SHRM Activity 25-MQTDK