Strategic Planning — Essential For Any Size Firm

Strategic planning is not rocket science, yet you’d be amazed how many attorneys with brilliant ideas fail to succeed at flushing them out. An important aspect to strategic planning is ….

Best Practices for Fraud Protection

The reality is that good people sometimes do very bad things. They do so because of exigent circumstances and because they have an expectation they will not get caught. Often there is a good intention that ….

Checklists and Forms

I have created quite a number of checklists for firm management over the years and provide them to PBA members when needed. Probably best known are my extensive checklists for starting a practice and closing a practice. But I have many others

Getting Started: Implementing a Records Management Policy

Does your firm have an alarming number of closed files in storage? Is the cost of maintaining them rising steadily? Are people at the firm leaving …


Ethical issues sometimes come into play where travel is concerned. Has your firm thought about, codified and communicated how to handle such issues?

Upcoming Seminar Presentations

I have been asked repeatedly to publish my upcoming seminars. That’s because many attorneys will travel to a nearby county to hear a presentation that was never offered or they have missed in their own county. Honestly, with my hectic travel schedule I often forget. I will try to be more diligent. Following are upcoming seminar opportunities for CLE credit. Please contact the sponsoring county bar association for details on timing, cost, and registration. Hope to see you in person!

July 31 – August 2
PA Bar Association
Solo & Small Firm Section Annual Conference
How Emotional Intelligence Links to Ethical Compliance and Success
Opening the Door: Starting a New Practice
Best Practices to Keep Going: Keeping Your Law Firm Healthy

August 21
Lehigh County Bar Association
Getting PaidBasic & Advanced Concepts

September 17
Cambria County Bar Association
Essential Building Blocks for a Successful Solo or Small Firm

September 17
Somerset County Bar Association
Essential Management Concepts

September 27
Schuylkill County Bar Association
Bench Bar Conference
Making the Most of Your Time & Remote Access

October 11
Centre County Bar Association
Bench Bar Conference
Making the Most of Your Time & Remote Access

October 16
Monroe County Bar Association
Winding Down Your Practice

More sessions are scheduled for October and beyond, but topics have not yet been selected. If you’re connected to one of those listed below, keep your eyes open for announcements:
Women Owned Law
York County Bar Association
Delaware County Bar Association
Lackawanna County Bar Association

Battle of the Generations — Differing Perspectives on Competing in a Matured Marketplacer

From a marketing perspective, you need to acknowledge right now that the marketplace itself is transitioning. Millennials are increasingly running your client base. In an article (more) ….

Is This Going To Be a Better Year?

How were last year’s results at your firm?  Were they what you expected?  Are you noticing a trend – positive or negative – over previous years?  The longer you wait to react… Read more


When did you last perform a self-examination of your firm’s management style?  Hopefully, you’re not at the under-managed or over-managed ends of the spectrum.  Are there areas of management you could improve upon?  Create a plan to do so.  Not sure where to start?  Read more




What you think you’re communicating may not be the message that’s being heard.  The partners at firm I was helping said they consistently stressed to their associates important criteria such as taking on management responsibilities, developing a book of business, providing superior client management service and so forth. However, the only messages senior associates “heard” at review time was how they were doing relative to their goal of billable hours, coupled with read more

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