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Law Firm Financial Management Featuring Joseph Novello 2023

Product ID: CA3486R3
Presented By: State Bar of Wisconsin PINNACLE

Finance fundamentals

You don’t have to be an expert in business or finance to be a lawyer. But if you want to put your firm on the path to sustainable growth and success, it certainly helps to know the fundamentals of financial management.

At Law Firm Financial Management Featuring Joseph Novello, you’ll learn how to leverage your firm’s income statement as an important tool to analyze and account for your firm’s financial standing. Using case studies and illustrative examples, Mr. Novello will guide you through:

  • The four steps in the financial planning process
  • Revenue planning and setting billing rates
  • Analyzing costs and minimizing risks
  • Capital budgeting
  • Tracking key performance indicators
Read More ↓

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Select a Format

Webcast seminar

Pricing

Member $199.00

Non-Member $249.00

Credits

2.5 CLE

Date and Time

Wednesday, September 20, 202310:00 AM - 12:05 PM CT

Add to Calendar 9/20/2023 10:00:00 AM 9/20/2023 12:05:00 PM America/Chicago Law Firm Financial Management Featuring Joseph Novello 2023

Finance fundamentals

You don’t have to be an expert in business or finance to be a lawyer. But if you want to put your firm on the path to sustainable growth and success, it certainly helps to know the fundamentals of financial management.

At Law Firm Financial Management Featuring Joseph Novello, you’ll learn how to leverage your firm’s income statement as an important tool to analyze and account for your firm’s financial standing. Using case studies and illustrative examples, Mr. Novello will guide you through:

  • The four steps in the financial planning process
  • Revenue planning and setting billing rates
  • Analyzing costs and minimizing risks
  • Capital budgeting
  • Tracking key performance indicators
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Finance fundamentals

You don’t have to be an expert in business or finance to be a lawyer. But if you want to put your firm on the path to sustainable growth and success, it certainly helps to know the fundamentals of financial management.

At Law Firm Financial Management Featuring Joseph Novello, you’ll learn how to leverage your firm’s income statement as an important tool to analyze and account for your firm’s financial standing. Using case studies and illustrative examples, Mr. Novello will guide you through:

  • The four steps in the financial planning process
  • Revenue planning and setting billing rates
  • Analyzing costs and minimizing risks
  • Capital budgeting
  • Tracking key performance indicators
Read More ↓

Joseph Novello, CPA, MBA began his career in accounting and management consulting at Ernst & Young in New York City. He obtained his CPA license in New York and his MBA in Finance from New York University. Joe’s vast experience was gained with several domestic and international Fortune 500 companies as Controller, CFO, and in other planning and analysis positions. Since founding the Financial Training Organization in 2010, Joe has presented his finance programs to thousands of lawyers at bar associations and CLE providers across the U.S.A. and Canada. His goal is to share an easy-to-understand approach that will make dealing with financial matters more manageable. He brings his real-world experience and candid opinions to his programs and is consistently rated as exceeding expectations.

"Joseph Novello is very knowledgeable and engaging."

"Excellent! Knowledge, experience, and expertise is more than evident. Fantastic ability to communicate ‘foreign’ concepts in simple, easy-to-understand terms. Great delivery, great presentation. Thank you."

  • Improve your understanding of your firm’s finances
  • Learn to monitor and improve cash flow and operating cycle performance
  • Understand how to create a sustainable financial plan
  • Know which metrics to track to gauge success
  • Receive simple, yet powerful financial management tools
  • Any attorney who wants a better understanding of financial management
  • Solo and small firm practitioners
  • Bankruptcy, insolvency, and creditors’ rights attorneys
  • Estate planning and probate lawyers
  • Real estate lawyers
  • Business lawyers
  • Personal injury lawyers
  • Civil litigators
  • Family lawyers
  • General practitioners
  • In-house counsel

Be a star both in and out of the courtroom with the State Bar of  Wisconsin PINNACLE® National Presenter Series. Receive coaching from nationally recognized speakers with experience helping lawyers rise to the challenges of today's legal landscape.

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