Law Practice Management Curriculum

Law Practice Management Continuing Legal Education programs are open to all members and non-members. Topics include finance, technology, human resources, marketing, client development and day-to-day operations of your law firm. All LPM live programs and events are recorded and available online, on demand. Special member pricing options are available. Recent programs include Leveraging Technology in Your Practice, Technology, Tools and Ethics Rules, Powerpoint 101 for Lawyers, Maximizing the Use of Your iPad in Your Law Practice and many more. 
Learn more about Law Practice Management Resources | www.nysba.org/LPM 


For a complete listing of upcoming live LPM CLE courses click here.

Bridging the Gap
Tuesday, August 13 | 9:00 a.m. - 5:45 p.m. | NYC 
Wednesday, August 14 | 9:00 a.m. - 5:00 p.m. | NYC

Attorneys as Third Party Vendors
Thursday, August 22 | 12:00 p.m. - 1:00 p.m. | Webinar 

Strategic Networking Tips Webinar Series
Thursday, September 12 | How Stale Is Your Contact List? | Webinar
Thursday, October 10 | Intangibles, Like Body Language, Matter | Webinar
Wednesday, November 13 | Sail Through Networking Events | Webinar

Non-Compete Agreements in New York
Monday, September 16  | 9:00 a.m. – 12:10 p.m. | NYC & Webcast

Technology Summit
Thursday, September 19 | 9:00 a.m. - 5:00 p.m. | NYC
Friday, September 20 | 9:00 a.m. - 1:00 p.m. | NYC

Risk Management 2019
Monday, September 23 | 1:00 p.m. – 5:00 p.m. | NYC 
Friday, October 4 | 9:00 a.m. – 1:00 p.m. | Long Island
Monday, October 7 | 9:00 a.m. - 1:00 p.m. | Westchester
Wednesday, October 25 | 9:00 a.m. – 1:00 p.m. | Buffalo
Friday, November 1 | 9:00 a.m. - 1:00 p.m. | Rochester
Thursday, November 7 | 9:00 a.m. - 1:00 p.m. | Syracuse 
Friday, November 15 | 9:00 a.m. – 1:00 p.m. | Albany 

Bridging the Gap 
Wednesday, September 25 | 9:00 a.m. - 5:00 p.m. | Albany & Webcast
Thursday, September 26 | 9:00 a.m. - 5:00 p.m. | Albany & Webcast

Bridging the Gap
Wednesday, October 16 | 9:00 a.m. - 5:00 p.m. | Syracuse
Thursday, October 17 | 9:00 a.m. - 5:00 p.m. | Syracuse

Recent Developments in Internet Law
Friday, October 18 | 9:00 a.m. – 5:00 p.m. | NYC & Webcast

Representing a Start Up Venture – Part I
Monday, October 21 | 9:00 a.m. – 4:30 p.m. | NYC & Webcast

Judiciary Law 470: A Review of Recent Cases and Ethics Opinions
Thursday, October 24 | 12:00 p.m. – 1:30 p.m. | Webinar

Solo Practitioner Conference
Monday, October 28 | 9:00 a.m. – 5:00 p.m. | NYC & Webcast

Succession Planning: Retirement 101
Thursday, October 31 | 9:00 a.m. - 4:00 p.m. | Westchester 

Representing a Start Up Venture – Part II
Friday, November 22 | 9:00 a.m. – 4:30 p.m. | NYC & Webcast

Crowdfunding Update 
Monday, November 25 | 9:00 a.m. – 12:00 p.m. | NYC & Webcast

Preparing and Responding for Disaster: A Guide for Lawyers
Wednesday, December 4 | 1:00 p.m. - 2:40 p.m. | Webinar

Bridging the Gap
Tuesday, December 16 | 9:00 a.m. - 5:00 p.m. 
Wednesday, December 17 | 9:00 a.m. - 5:00 p.m. 


Find all Bridging the Gap Segments you can bundle here!
Find programs based on Area of Practice, Credit Type, Credit Amount, Location, Format, and Title here!

Programs to Help in Starting Your Practice
The Lawyer As Employer 2019 | 2.0 MCLE Credits
This program addresses deciding when you need an employee and what that employee should be, an associate or a paralegal. 

Hot Topics in Law Practice Management | LPM Day 2019 NYSBA Annual Meeting Program | 7.0 MCLE Credits
Five Signature Areas to Foster Change in Attorney Wellness  

How to Build a Successful Solo Practice Out of a Home Office
| 3.0 MCLE Credits
This program provides an overview of starting and running a successful practice from home.

Starting a Solo Practice in New York 2019 | 7.5 MCLE Credits
This program provides an overview of what it takes to own your own practice. 

Starting a Solo Practice in New York 2018 | 7.5 MCLE Credits 
This program provides an overview of what it takes to own your own practice.

Hot Topics in Law Practice Management  | LPM Day 2018 NYSBA Annual Meeting Program | 7.5 MCLE Credits
Attorney Wellness: The Science of Stress and the Path of Lawyer Well-being

Solo Practitioner Conference 2017
 | 6.0 MCLE Credits 
Client Service, Emerging Technology, Ethics and the Delivery of Legal Services 

Starting a Solo Practice in New York 2017
 | 7.5 MCLE Credits
Basic Business Skills for Starting and Running a Successful Practice

Marketing Solo Practitioners 2017
 | 7.0 MCLE Credits 
Client Service, Emerging Technology, Ethics and the Delivery of Legal Services - Developing Your Strategic Practice Growth Plan 

Starting a Solo Practice in New York 2016 | Basic Business Skills for Starting and Running a Successful Practice | 8.0 MCLE Credits including 3.5 Ethics
Get an overview of what it takes to start your own practice, from choosing a business entity to choosing office space and attracting new clients.

Starting a Solo Practice in New York 2015 | 8.0 MCLE Credits including 4.0 Ethics
Basic Business Skills for Starting and Running a Successful Practice


Programs to Help in Growing and Managing Your Practice
Buying or Selling a Law Practice 2018 | 2.0 MCLE Credits
Selling a law practice is not an easy thing to do. However, with thoughtful planning, buying or selling a law practice can be a viable option for retiring attorneys and growing firms. From choosing a business entity to choosing office space and attracting new clients, get practical and useful tips for starting a practice in New York. 

Technology in Your Practice 2018 | 7.0 MCLE Credits
This program will explore cybersecurity best practices, social media ethics for solo and small firms as well as technology enhanced content marketing and employment law.

Managing Partners Rountable: Emerging Technologies 2018 | 3.0 Credits
This program will include an overview of hot topics in technology for lawyers as well as information on how law firms can prevent cyber attacks.

The Lawyer as Employer 2018 | 2.0 MCLE Credits 
This program addresses deciding when you need an employee and what that employee should be, an association or a paralegal. Additional topics to be covered are human resource issues, exempt vs. non-exempt, and millennial exemptions in the workplace.

Attorney Fee Dispute Resolution 2018  | 2.0 MCLE Credits
This program will cover an introduction to the Part 137 Program as well as an overview of how to be successful at a Fee Arbitration.

Microsoft Word for Legal Professionals 2018 | 7.0 MCLE Credits
Learn about the spectrum of automation tools demonstrated from the amazing things your word processor is already capable of, from simple Word functionality to creating Tables of Authorities.

Tame the Digital Chaos | Distraction, Time, Task & Email Management for Lawyers
Learn how to take back control of your day and own your technology instead of it owning you. 

Fight the Paper! Paper Reduction Strategies | Becoming More Mobile in Your Practice
Get organized and reduce paper in your office from document generation/automation to the closing of a matter.

Attorney Escrow Accounts 2017 
| 4.0 MCLE Credits in Ethics
Attorney Trust Accounts, Traps for the Unwary, IOLA, and the Lawyer's Fund for Client Protection 

Excel Essentials for Lawyers | Using Excel in Your Law Office

A demonstration of the most important features of Microsoft Excel using concrete examples and realistic data.

Managing Partners Conference Series - Part Two

Part two of the four part series focuses on business development and strategies for motivating senior partners to transition their work, clients, and networking contacts to other firm members. 

Managing Partners Conference Series - Part Three
 | 1.5 MCLE Credits
Part three of the four part series focuses on how mid-sized and specialty firms can survive and thrive in this day and age and methods to hire and retain a diverse group of associates and partners. 

Managing Partners Conference Series - Part Four
 
| 1.5 MCLE Credits 
Part four of the four part series focuses on planning the orderly succession of firm governance and the orderly transition of clients from senior partners to other members of the firm.

Legal Ethics in the Digital Age 2017
 | 4.0 MCLE Credits 
Practical Strategies for Using Technology Ethically in Your Practice

The Law Firm Check Up | LMP Day 2017 NYSBA Annual Meeting Program
 A strategic review of your firm’s operations, current processes and procedures can identify challenges and areas for improvement. As the year comes to close, now is the perfect time to take a step back and review where you are and where you are headed. Call it your annual physical.

Microsoft Word Academy for Lawyers | 7.0 MCLE Credits in Skills
How to Dramatically Improve Speed and Accuracy While Drafting Complex Legal Documents

Women on the Move 2017 | Managing Difficult Conversations | 4.0 MCLE Credits
This program provides information and strategies on how to effectively communicate and overcome hurdles female attorneys may face in their career. 

Women on the Move 2016
 
| 4.0 MCLE Credits 
Exposure, Evidence and Ethics -- Social Media's 21st Century Role in Lawyering

Legal Ethics in the Digital Age 2016 | 4.0 MCLE Credits
Featuring Renowned Speakers on Ethics, Social Media and Electronic Discovery

2016 Leadership Conference
 
| 7.5 MCLE Credits including 1.5 Ethics
Purchase this video replay and receive the American Bar Association's publication Lessons in Leadership | Essential Skills for Lawyers (ABA list price of $79.95) 

Microsoft Word in the Law Office and Document Automation Systems | 3.0 MCLE Credits in Skills
How to Dramatically Improve Speed and Accuracy While Drafting Complex Legal Document

How to Achieve Meaningful Paper Reduction in Your Practice | 3.0 MCLE Credits in Law Practice Management
A Lawyer's Guide to Adobe Acrobat, Scanners and PDFs

The Changing Landscape of the Legal Profession | 2.0 MCLE Credits including 1.0 Ethics
With continued efforts to bridge the serious justice gap between those in need of legal services and those represented by counsel. 

Legally LinkedIn | What Lawyers Need to Know about LinkedIn and Ways to Market Yourself and your Practice
 | 1.5 MCLE Credits in Ethics
Learn how to attract clients and develop business. Seasoned faculty will provide practical ideas you can implement right away. Panelists will share advice on LinkedIn marketing, targeted prospecting and social media. Panelists will also explore the limitations placed on lawyers by the ethics rules. Leading authorities on legal ethics will discuss the New York Rules of Professional Conduct, case law, and ethics opinions governing the marketing of legal services by lawyers.  

Structuring the Leadership Role of the Managing Partner | 2.0 MCLE Credits in Professional Practice
A Managing Partner ensures alignment of people - - that partners have input, are heard, and that opinions are considered through strong communication and effective listening skills and through effective mentoring. A Managing Partner is accountable for effecting change and execution of the Firm’s strategies through the activities and priorities of the Board.  

2016 Marketing Conference for Solo Practitioners: Using Technology and the Internet to Turbo-Charge Your Business Development Success | 7.0 MCLE Credits including 3.0 Ethics
Combining a discussion of basic best practices with a review of ethics-based opportunities and constraints, this program will provide an overview of technology and Internet resources to grow your firm. Learn how to use technology and Internet resources to target the clients you want to build your practice effectively and efficiently. 
When you purchase this program, you will also receive the NYSBA e-publication Grow Your Practice: Legal Marketing and Business Development Strategies ($65 value - e-book)

"Virtual" World View- Ethics of a 21st Century Office | 1.0 Ethics Credit
The program offers the opportunity to hear from Attorney Ekaterina Schoenefeld, and covers Judiciary Law Section 470.

"LPM Day" Leadership Development Conference | 7.5 MCLE
Tips for Structuring the Leadership Role of Managing Partner and Implementing a Leadership Structure in Law Firms; The Obligation and Importance of Attorney Supervision in Law Firms and Law Departments:  Challenges, Guidelines and Requirements; Competent Supervision | Challenges and Guidelines for the Legal Profession; Managing and Mentoring Millennial Leaders and Technology Concerns for Law Firm Leaders | The Mind of the Lawyer Manager – Using Emotional Intelligence to Build a Team-Driven, Client Focused Work Environment and Being a Leader as a Solo Practitioner – Marketing, Ethics and Maximizing Efficiency 

Virtual Practice | After Schoenefeld v. NY: Where is Your Office? 
| 2.0 MCLE Credits
Practicing Law Virtually and Ethically | What Lawyers Need to Know

Attorney Escrow Accounts 2015 | 4.0 Ethics Credits 

Avoiding Ethical Nightmares: Attorney Escrow | 1.5 MCLE Ethics Credits 
Everything you wanted to know about NYS Interest on Lawyers Account Fund (IOLA), but didn't know to ask.

Law Practice Management: Technology Tips for Your Practice | 1.5 MCLE Credits 
Learn 25 ways to streamline your practice and become a more efficient lawyers as well as ways to leverage technology in your day-to-day practice.

The Do's and Don'ts of Finding and Hiring an Associate for your Law Practice...and how to avoid a future discrimination claim | 2.0 MCLE Credits 

Online Communications and Social Media in a Global World | 1.0 MCLE Ethics Credits 
Liability and Ethical Pitfalls for Attorneys

2015 March Marketing Conference | Grow Your Practice
 
| 5.0 MCLE Credits including 2.5 Ethics 
Client Service, Emerging Technology, Ethics and the Delivery of Legal Services - Developing Your Strategic Practice Growth Plan 


Programs to Help in Protecting Your Practice
Cleaning Out Your Data Closet: How to Dispose of Electronic Data 2018
Learn the challenges posed by "old" data and how that data might be disposed of without regulatory or litigation-related risk.

Completing Your Cyber Application 2018
 | 2.0 MCLE Credits
Hear industry experts and learn the ins and outs of completing your cyber application. Learn tips and tools to make it a fast and efficient process.

Managing Partners Roundtable : Emerging Technologies for Lawyers 2018 | 3.0 MCLE Credits
This program will include an overview of hot topics in technology for lawyers as well as information on how law firms can prevent cyber attacks.

Applying for Malpractice Insurance | 2.0 MCLE Credits
Learn about malpractice insurance considerations while gaining practical tips when applying and purchasing the appropriate coverage.

Risk Management 2017
 | 4.0 MCLE Credits in Ethics
This program will provide practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance.
 
Safeguarding Against Cyber Attacks
 | 3.0 MCLE Credits 
What All Law Firms Need to Know About Cybersecurity and Protecting Client Information

Cyber Attacks on Law Firms
 | 2.0 MCLE Credits 
What All Lawyers Need to Know About Ransomware, Cyberliability and Insurance Concerns for Law Firms

Legal Malpractice 2017
 
| 4.0 MCLE Credits
Professional Liability Claims, Litigation Strategies, and Attorney Disciplinary Procedures  

Risk Management 2016 | 4.0 MCLE Credits in Ethics
This program will provide practical tips to help improve your practice and lessen the possibility of a malpractice claim or grievance.

Applying for Cyber Insurance 101
Navigating the Cyber Policy Application and Cyber Security Practices for Law Firms
 | 2.0 MCLE Credits in Law Practice Management
Many attorneys, particularly those in small to mid-size law firms, have questions about cyber insurance, such as: why they should consider purchasing this type of insurance, what the questions in the application are asking and why insurance companies are even asking these questions.  This program will cover the basics of applying for cyber insurance and navigating the application process.

Risk Management 2015 | 4.0 Ethics Credits

Understanding Your Malpractice Insurance | 2.0 MCLE Credits

Legal Malpractice 2015 | 4.0 MCLE Credits including 3.0 Ethics
Professional Liability Claims, Litigation Strategies and Ethics  


Bridging the Gap Programs
The New York State Bar Association is pleased to offer newly admitted attorneys a two-day Bridging the Gap CLE program.  Transitional courses are designed to help newly admitted attorneys develop a foundation in the practical skills, techniques and procedures that are essential to the practice of law.  

The Bridging the Gap continuing legal education program offers 16.0 total credits.Newly admitted attorneys can satisfy all of their annual MCLE requirements by attending this two-day program which is ideal for “bridging the gap” between law school and the realities of practicing law in New York State. Experienced attorneys who have an interest in other areas of practice can also attend and benefit from this program by learning practical information from skilled and experienced practitioners. Past programs are available online.

Bridging the Gap | September 2018 | 16.0 MCLE Credits
This program is available as segmented, single agenda items. Click here to read the full list.

Bridging the Gap | August 2018 | 16.0 MCLE Credits
This program is available as segmented, single agenda items. Click here to read the full list.

Bridging the Gap | March 2018 | 16.0 MCLE Credits
This program is available as segmented, single agenda items. Click here to read the full list. 

Bridging the Gap | December 2017 | 16.0 MCLE Credits
This program is available as segmented, single agenda items. Click here to find the full list. 

Bridging the Gap | July 2017 
 | 16.0 MCLE Credits 
This program is available as segmented, single agenda items. Click here to find the full list.

Bridging the Gap | March 2017 
 | 16.0 MCLE Credits 
This program is available as segmented, single agenda items. Click here to find the full list.

Bridging the Gap CLE
 | 16.0 MCLE Credits including 3.0 Ethics
This program is available as segmented, single agenda items. Click here to find the full list.

Bridging the Gap | August 2016
 | 16.0 MCLE Credits
This program is available as segmented, single agenda items. Click here to find the full list.

Bridging the Gap | March 2016 | 16.0 MCLE credits including 3.0 in Ethics
This program is available as segmented, single agenda items. Click here to find the full list.

Bridging the Gap | December 2015 | Earn 16.0 MCLE credits including 3.0 in Ethics
This program is available as segmented, single agenda items. Click here to find the full list. 

Bridging the Gap | August 2015 | Earn 16.0 MCLE credits including 3.0 in Ethics
This program is available as segmented, single agenda items. Click here to find the full list.  

Bridging the Gap | March 2015 | Earn 16.0 MCLE credits including 3.0 in Ethics
This program is available as segmented, single agenda items. Click here to view the full list. 


More on-demand CLE programs that may be of interest to you:
Time Management for Lawyers (2019) | 1.5 MCLE Credits
Legal Malpractice
| 4.0 MCLE Credits
Client Intake: Best Practices for Attorneys
 | 1.0 MCLE Credits 
Planning Ahead and Preparing for Retirement or Transition
 | 7.5 MCLE Credits 
Management Training for Lawyers | Tips for Managing Partners | 1.5 MCLE Credits   
Hot Topics in Law Practice Management 2014 Summit | 6.5 MCLE Credits 
Succession Planning and Client Transition | 1.5 MCLE Credits
What Makes Lawyers Happy | An LAP Ethics and Professionalism Program
 | 2.0 MCLE Credits
New Horizons in eDiscovery:  How New Rules, Cyber-Security and Specialized eDiscovery Counsel are Shaping the Future of eDiscovery | 3.0 MCLE Credits 
Buying or Selling a Law Practice | Practical and Ethical Considerations and the NY Rules | 2.0 MCLE Credits 
Online Content Management | 2.0 MCLE Credits
Hiring and Managing Staff - The Lawyer as an Employer (2014) | 2.0 MCLE Credits  
Risk Management 360 | 6.0 MCLE Credits 
Leveraging Technology in Your Practice | 2.0 MCLE Credits 
The Law Firm of Tomorrow Today  | 4.0 MCLE Credits  
Technology in Your Practice - Trends, Tools and Ethics Rules   | 4.0 MCLE Credits  
Growing Your Firm Part 2
 | 1.5 MCLE Credits
Ethics in the Workplace | 1.5 MCLE Credits
PowerPoint 101 for Lawyers | 1.5 MCLE Credits
iPad for Legal Professionals | 1.0 MCLE Credits
Basic Human Resources for Solo/Small Firms
 | 1.5 MCLE Credits
Living to 103 - Are You Prepared? 
| 7.0 MCLE Credits
Retirement - Selling Your Law Practice | 1.5 MCLE Credits  
The Trouble with Larry: Dealing with a Problem Partner | 3.0 MCLE Credits  
Strategies for Progressing Equity Partners | 1.5 MCLE Credits  
Recent Developments in E-Discovery | 3.0 MCLE Credits in Ethics  
Partner Compensation Systems | 1.5 MCLE Credits   
 Marketing on a Shoestring  | 4.0 MCLE Credits  
Technology in Your Practice - Trends, Tools and Ethics Rules | 4.0 MCLE Credits  
Bill Collection and the Business of Law  | 1.5 MCLE Credits  
Safe-Guarding Client Information | 1.5 MCLE Credits  
E-Discovery What You Need to Know | 1.5 MCLE Credits  
Disaster Planning and Emergency Preparedness  | 1.5 MCLE Credits  
Growing Your Firm "Bringing on Lateral Partners | Partnership Agreements 101" | 1.5 MCLE Credits 
Retirement 101/Selling Your Law Practice-A Program for Solo and Small Firm Practitioners | 1.5 MCLE Credits  
Malpractice Insurance – The Application Process | 1.5 MCLE Credits  
Legal Project Management | 1.5 MCLE Credits  


Relevant Book and Form Products of Interest for Law Practice Management
Admission to the New York State Bar, 2015 (Print)
Admission to the New York State Bar, 2015 (E-Book)
Attorney Escrow Accounts: Rules, Regulations and Related Topics, 4th Edition (Print)
Attorney Escrow Accounts: Rules, Regulations and Related Topics, 4th Edition (E-Book)
Best Practices in Legal Management (Book with Forms on CD)
Best Practices in Legal Management (Downloadable Forms)
Grow Your Practice: Legal Marketing and Business Development Strategies (Print)
Grow Your Practice: Legal Marketing and Business Development Strategies (E-Book)
Legal Careers in New York State Government, 10th Edition 
Model Partnership Agreements (E-Book)
Planning Ahead Guide: How to Establish an Advance Exit Plan to Protect Your Clients' Interest in the Event of Your Disability, Retirement or Death


The Law Practice Management Committee wants to hear from you.  If there is a program topic you would like to see offered in the future, or if you would like to participate in an upcoming program please contact Katherine Suchocki, Esq. at ksuchocki@nysba.org or 518-487-5590. 

To view all Continuing Legal Education programs and events, visit www.nysba.org/CLE.  
Get involved with the NYSBA Tech Community

Stay up to date on upcoming NYSBA CLE programs.
For Quick and Relevant Program Information, follow @NYSBACLE and @NYSBALPM on Twitter! 

To view the full list of Law Practice Management Programs for members, click here.