The CBA Solo/Small Firm CLE Series aims to highlight the important legal and business foundations that you should be thinking about as you open the door to your new legal practice and continue to thrive as a solo or small firm practitioner.

Upcoming Program:

Trust Accounting and Credit Card Payments
February 3, 2025, 10:30am-11:30am
1.00 PR-MCLE
$0 CLE-Advantage Member | $35 Member | $65 Nonmember
Managing client funds is a basic component of maintaining your solo practice. However, statistics show that year after year, mishandling a client's money is among the most frequent sources of investigation and disciplinary action by the ARDC. For lawyers who want to stay out of trouble, the first line of defense is to understand the provisions of Illinois safekeeping of property rule Rule 1.15 and the record keeping required by the rule. This seminar will provide a detailed explanation of the key principles in the rule including relevant past revisions and the requirements regarding IOLTA and unidentified funds. The program will look at how to use basic accounting techniques to manage a client trust account and comply with the record keeping requirements of Rule. 1.15. Well also examine the ethical considerations of accepting credit cards and other forms of electronic payments from clients. Speaker: Mary F. Andreoni, Ethics Education Counsel for the Illinois Attorney Registration and Disciplinary Commission (ARDC.)
Click here to register.

Now Available On Demand:

The Basics of Starting a Solo Practice
1.50 PR-MCLE
$0 CLE-Advantage Member | $50 Member | $90 Nonmember
The basics of starting a client-centric law practice, including where to start, entity formation, how to set expectations and establish a robust client communication policy, best practices on setting your prices, and the importance of innovation. (Recorded 10/11/23).

Subscription Models for Legal Services
1.50 PR-MCLE
$0 CLE-Advantage Member | $50 Member | $90 Nonmember
This presentation will provide actionable steps to make the transition, along with how firms have already successfully embraced subscription billing to improve client retention and loyalty while maintaining profitability and improving work-life balance. (Recorded 1/6/24).

Money Matters
1.25 PR-MCLE
$0 CLE-Advantage Member | $50 Member | $90 Nonmember
Develop a greater awareness of how to manage your firm's finances effectively and responsibly. (Recorded 3/26/24).

Succession Planning and Business Continuity
1 IL PR-MCLE Credit
$0 CLE-Advantage Member | $45 Member | $85 Nonmember
Get practical and actionable steps you can take to ensure business continuity and succession. (Upcoming live 5/23/24).