Track 3 Sessions
3:30 PM-4:30 PM Sessions
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
Optimization and Smarter Systems Through Sustainability – Honoring 20 Years of Problem Solvers and Shaping the Next 20
Speakers: Gayatri Joshi, Vorgate Impact and John Connolly, LDI Connect
A fun, high-impact session for law firm administrators reimagining technology, space, and sustainable practices — together. This dynamic, interactive session — led by Gayatri Joshi of Vorgate Impact and John Connolly of LDI Connect — invites senior administrators to reframe operational “friction” as strategic opportunity. Together, we’ll explore how forward-looking firms are aligning internal operations with the external demands of today’s market — and uncover where your firm might quietly be leaving value on the table.
From Inbox to Incident: Stopping Business Email Compromise Before It Starts
Speaker: Bill Sorenson, Afinety
Business Email Compromise (BEC) remains one of the most financially damaging cyber threats to the legal industry, with the FBI reporting over $2.7 billion in annual losses. In this session, you’ll walk through the lifecycle of a BEC attack—from social engineering and credential harvesting to inbox takeovers and fund transfers. Learn how attackers are increasingly impersonating attorneys, exploiting vendor relationships, and bypassing traditional defenses. Most importantly, gain actionable strategies—ranging from advanced email security and 24/7 threat monitoring to user training and policy enforcement—that are tailored specifically for the legal sector. Join Afinety’s Bill Sorenson as he breaks down what works, what doesn’t, and how law firms of all sizes can protect their reputation, finances, and client.
CLM®Application Credit: 1 hr (60 min) of Information Technology
CLM® Application Credit for Functional Specialists 1 hr (60 min) in the subject area of Operations Management (OM) 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 Operations Management (OM)