Learning Options:

Live webinar with chat
includes 60 day replay
9:00 am – 10:30 am (Pacific)
10:00 am – 11:30 am (Mountain)
11:00 am – 12:30 pm (Central)
12:00 pm – 1:30 pm (Eastern)
1:00 pm – 2:30 pm (Atlantic)
1:30 pm – 3:00 pm (Newfoundland)

*This program features real-time video of the presenter with synchronized presentation slides, and a chat feature that allows for live Q & A. SK attendees please verify whether you align with Central (MB) or Mountain (AB) time based on season and location.

Groups Save!

Register 3+ attendees and save up to 25%. See our group discounts here. Contact jennifer@seminarpartners.ca.

Technical Information:

Live webinars allow you to view faculty, see their presentation slides, and ask questions by chat. You will need a current web browser (Chrome (Chrome works best), Safari, Firefox), a wired (better than wireless) connection to the Internet of at least 2 Mbps. You can test your internet speed/bandwidth here. If you miss the live program, you can access the archive, at your convenience, for 60 days.

Who Should Attend

This program is designed for solo and small to mid-size firm lawyers responsible for financial decisions, and lawyers who feel busy but are not seeing the financial results they expect.

About the Program

Many lawyers are busy-but not as profitable as they should be. This program shows you why, and what to do about it.

In most small and mid-size firms, financial management is learned on the job. The result is often slow collections, uneven cash flow, and limited visibility into how your practice is performing. This practical, plain-language program with Joe Novello, MBA, CPA focuses on the financial fundamentals that directly affect your firm’s results. Joe will show you how to turn your numbers into better cash flow, pricing, and profit decisions-things you can do on your own or have your CPA do for you. You'll learn how to:

• Improve cash flow and get paid faster
• Strengthen collections and manage work in progress
• Use your income statement to guide decisions
• Set and adjust billing rates with confidence
• Understand and control key practice costs
• Identify financial risks early
• Track a few meaningful performance indicators

If you’ve ever felt uncertain about your firm’s financial performance, this program will give you a clearer, more practical way to understand and improve it.

Whether your goal is to reduce financial stress, stabilize cash flow, or build a more consistently profitable practice, Joe will help you take control of your numbers and use them to your advantage. No accounting background required, just practical tools you can use right away.

Schedule (Eastern)

12:00 pm - 1:30 pm

Welcome and Introduction

How money flows through your practice

Cash flow, billing, and getting paid

Work in progress and collections

Pricing and billing rate decisions

Using financial statements effectively

Managing costs and financial risk

Key indicators of financial performance

Turning numbers into better decisions

Wrap-up and Program Evaluation

Praise for Joe Novello

“Very impressed with Joe’s financial acumen and his ability to share that knowledge with non-financial people.”

“What a great program. Joe was entertaining and totally committed.”

“Really good…Explanations and examples made the materials easy to understand.”

“Great presenter...covered the material effectively.”

“Excellent speaker and materials. Useful far beyond the practice of law.”

“Very useful seminar, good slides, easy to understand. Shows what a big difference a good teacher can make.”