REGISTRATION OPEN!

2027 Webinar Series: Strategic Leadership for Law Firm Sustainability

8 Parts: 1/20, 1/27, 2/3, 2/10, 2/17, 2/24, 3/3, 3/10 - 2027

$595.00 for members
$695.00 for non-members 

1.0 General MCLE Per Session

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Succession, Finance, Talent, Risk, Technology & Growth

Who should attend: Managing Partners, Firm Administrators, and Senior Attorneys

Session 1: Succession Planning (60 minutes)

• Retirement planning and timelines
• Succession frameworks, knowledge transfer, and incorporation/retention of new partners
• Partner buyouts, equity transitions, and alignment with firm agreements
• Firm dissolution, merger, or sale processes

Session 2: CPA/Tax Strategies (60 minutes)

• Tax optimization for California law firms (entity choice, QBI deduction, year-end planning)
• Catch-up contributions, Roth conversions, and deferred compensation for retiring partners
• Partner buyouts, capital accounts, and tax implications of transitions
• Multi-year minimization strategies and common pitfalls

Session 3: 401k & Retirement Planning (60 minutes)

• Aligning partner retirements with succession and buyout agreements
• Methods for adding owner/partners (buy-in, sweat equity, hybrid models)
• Enhancing 401k plans for employee retention: vesting schedules, contributions, and benefits coordination
• Overall firm retirement strategy integration

Session 4: Recruiting and Retention (60 minutes)

• Talent acquisition strategies (lateral hires, new graduates, diversity initiatives, pay transparency)
• Retention best practices: compensation, career paths, mentorship, work-life balance, and generational differences
• Performance management, promotion criteria, and firm culture building
• Pipeline development for future partners and succession

Session 5: Employment Issues & Compliance (60 minutes)

• Wage and hour rules for non-exempt employees (overtime, meal/rest breaks, PAGA exposure)
• Mandatory harassment prevention training (AB 1825/AB 2053 and supervisor requirements)
• Independent contractor misclassification (ABC test, Dynamex/AB 5 updates)
• Leave laws (CFRA/FMLA, SDI, disability accommodations) and retaliation risks

Session 6: Insurance Needs & Risk Management (60 minutes)

• Professional liability insurance (tail coverage, claims-made policies)
• Key person, business continuity, and cyber/data breach coverage
• Employee health/benefits continuity, property, and business interruption insurance
• California-specific considerations (workers’ comp, earthquake, privacy risks)
• Overall risk assessment and claims management

Session 7: Technology, Computers & Cybersecurity (60 minutes)

• Technology infrastructure: case management systems, cloud solutions, AI tools for efficiency, and ROI evaluation
• Computer security and cybersecurity best practices (data protection, ransomware defense, incident response, employee training)
• Ethical and regulatory considerations (CA Rules of Professional Conduct, CCPA/CPRA)
• Tech adoption roadmap and implementation best practices

Session 8: Business Development (60 minutes)

• Marketing strategies and client acquisition (referral networks, digital presence, niche positioning)
• Business development best practices for law firms (e.g., construction defect, HOA, PI, elder law)
• Client relationship management, cross-selling, and retention through service excellence
• Measuring BD success (KPIs, pipeline tracking) and ethical marketing rules (CA State Bar)
• Integrating BD with technology and firm culture for sustainable growth