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Planning for Profitability

Track Chairs

Courtney Weiner

Aaron Swift








Why You Should Attend This Track

Whether you are thinking of growing your practice, starting your own law firm, or interested in streamlining your practice, this track is for you. Setting up the processes and systems needed to run a successful practice is crucial, no matter where you are in your journey. This track will focus on the business of running a consumer law practice and how to plan for profitability.

What You Will Learn

  • How to determine your firm’s big picture goals
  • What tools you need to achieve your big picture goals (staffing, technology, etc.)
  • How to use marketing and intake processes to achieve your big picture goals




Thursday, May 4, 2023
7:00 a.m.Registration Open
8:00 a.m.-9:00 a.m.Continental Breakfast and Legislative Update
9:00 a.m.-10:30 a.m.Where am I Headed? Figuring Out Your Big Picture Business Goals

Decide where you want to be in three years, five years, and ten years vis-a-vis your consumer law practice.

  • Aaron Swift
  • Courtney Weiner
  • 10:45 a.m.-11:45 a.m.Ethics Session: Staffing Your Firm to Achieve Your Big Picture Goals

    Determine what staffing and HR resources are needed to make your law firm more efficient.

  • Stacy Bardo
  • Michael Cardoza
  • Craig Rothburd
  • 12:00 p.m.-1:15 p.m.Annual Business Meeting Lunch hosted by Schlanger Law Group, LLP.
    1:30 p.m.-2:30 p.m.Trade-offs and Challenges: Virtual vs. In-person

    Determine how to set up your ideal office, what processes and functions to keep in-person, and what to digitize or make virtual.

  • Barbara Leon
  • Subhan Tariq
    Moderated by James Kowalski
  • 2:45 p.m.-3:45 p.m.Intake: Picking and Finding the Right Client Avatar for Your Firm

    Decide who you want your ideal clients to be and how to optimize your intake system to find them.
  • Russell Dombrow
  • John Heenan

    Moderated by Courtney Weiner
  • 4:00 p.m.-5:00 p.m.Case Consultation Clinic
    Friday, May 5, 2023
    7:00 a.m.-8:00 a.m.Early Riser Morning Walk
    7:30 a.m.Registration
    8:00 a.m.-9:00 a.m.Continental Breakfast and Women's Breakfast
    9:00 a.m.-10:00 a.m.Ethics Session: How to Ethically Market Your Firm

    Learn how to create a marketing plan that fits within your state's ethical guidelines.

  • Joshua Bienstock
  • Dr. Deborah Cohn
    Moderated by: Angie Robertson
  • 10:15 a.m.-11:45 a.m.Different Types of Marketing

    Learn to differentiate between the different types of marketing and understand the costs and benefits of employing them.

  • Tara Keller
  • Aaron Swift
  • Andrew Stickel
  • 11:45 a.m.-1:00 p.m.Plenary Lunch with Eric Halperin
    Hosted by American Legal Claim Services, LLC.
    1:15 p.m.-2:15 p.m.Case Study of a Successful Marketing Plan and Budget

    Learn how to set up a marketing plan and determine your ROI.

  • David Chami
  • Chelsea Ortega
  • 2:30 p.m.-3:30 p.m.How to Get Paid

    Discover possible tools you could employ to help you get paid.

  • Robert Murphy
  • Daniel Ware