The Business of Law: Financial Statements that Work

Date: Mar 21, 2024 10:00 a.m. – 12:00 p.m.

Location: Online

Member Price: $143

Non-Member Price: $179

Event Code: I062524

Areas of Law: Law Office Management, Solo & Small Firm

Earn up to 2.4 credits! (More Information)

Faculty

Keynote

Moderator

Presenters

Michelle Altieri, Esq
Charny Karpousis Altieri & Donoian, Marlton
Michael Saccomanno, CPA, ABV, CFF, CVA, CDFA
Marcum, LLP, Marlton

The practice of law is not just a job, it’s a lifestyle. On top of growing your knowledge of the law, honing practical skills, developing professional relationships and pursuing client development goals, you also have to run a business. Essential tasks for your business, like maintaining accurate financial records for your accountant and tax preparer, may seem daunting for those running a practice.  

Our presenters will speak from experience and provide you with instructions on how to make your accountant’s job more efficient, keep your office finances organized and maintain compliance with attorney accounting regulations and tax obligations, all while remaining profitable. 

Join us for this two-hour program full of examples and cautionary tales that will almost certainly save you time, money and allow you to sleep better knowing that your office financial statements are in order. Be prepared to ask your questions and concerns about law office accounting. 

CLE Credits
NJ CLE:NJ CLE information: This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 2.4 hours of total CLE credit (Full Credits Available: CPE Taxation: 2.0, NJ General: 2.4).
NY CLE (t&nt):NY Practice Management Transitional: 2.0
PA CLE:PA Substantive Credit: 2.0
New: No PACLE fee is required for this program. To earn PA CLE credits, a valid PA Bar ID number must be entered into the CLE form provided after attending the program.

Important Information About Our Events, Meetings, and More:
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Digital Materials & Environmental Commitment: As part of our commitment to environmental sustainability, unless otherwise noted, all seminar materials are provided as digital downloads. You can access these materials through:

  • The “My Links” section at the top of our website for in-person or online events
  • Or, for online programs, the event access link included in your joining instructions 

Cancellation and Refund Policy:
If you need to cancel your registration and are not transferring to another program or date, please submit a written request to us at least three business days before the event, meeting, or gathering. You will receive a refund minus a $20.00 cancellation fee. No refunds or registration changes will be issued within three business days of the event, meeting, or gathering.

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Scholarship & Financial Assistance Policy:
Read our Scholarship & Financial Assistance Policy and submit an Application here: https://njsba.com/njicle/cle-programs/scholarship/