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Program Description

Accounting 101 for Lawyers


With this program you will receive free access to the Elephants in the Room Part II: The Future of the Big Four in the Legal Market Analyst Report.
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Approved for CLE credit in: AK,AZ,CA,CT,MO,ND,NJ,NY,VT,WV

This seminar will help explain fundamental principles of running your law firm as a thriving business. The presenters will touch upon trust accounting compliance, general ethical considerations and IRS regulation compliance, in addition to giving you a sense of which reports you should run monthly to understand the financial health of your firm. Explanations as to the benefits of true legal - specific time/billing & accounting software will be covered as well, with helpful examples of current products on the market for firms of various sizes.

This program was recorded on November 9th, 2016.

Provided By: American Bar Association

1:00 PM - 2:00 PM
  • Accounting
  • Productivity Reports
  • Software
  • Budgeting
Runtime: 1 hour
Recorded: November 9, 2016

CLE Credit Information

Click on the state abbreviation to find the CLE Credit Information for your state.

This program is has been approved for credit in AK,AZ,CA,CT,MO,ND,NJ,NY,VT,WV

Both newly admitted and experienced attorneys

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Panelist Biographies

Peter Roberts

Academic Director of Social Enterprise
Emory University's Goizueta Business School

Peter's research interests relate to how the behavior and performance of organizations evolve over time. This incorporates related interests in innovation and entrepreneurship; reputation, status and identity; and industry evolution. He has studied these issues in diverse settings, including the pharmaceutical, hotel, wine and restaurant industries.

The results of his projects are published in journals such as the Academy of Management Review, Administrative Science Quarterly, American Journal of Sociology, Industrial and Corporate Change, Organization Science, and Strategic Management Journal. Recently, he is directing his interests in entrepreneurship and organizational performance toward topics in the field of social enterprise. His current projects focus on social entrepreneurs, on microfinance institutions, and on philanthropic organizations and foundations.

For the past several years, he has also been spearheading Goizueta’s Social Enterprise Initiative, whose focus is to better understand how business principles and market-based solutions can be applied to address a range of important social issues.

Peter's Ph.D. is from the University of Alberta. Before taking up his current position, Peter served on the faculties of Columbia University, Carnegie Mellon University, and the Australian Graduate School of Management.

Britt Lorish

Affinity Consulting Group, LLC

Britt D. Lorish is a partner with Affinity Consulting Group, LLC and founded their Virginia office.

Britt is a graduate of the University of Tampa (B.Sc. Criminology/Pre-Law) and became a litigation paralegal, before migrating into law firm administration. Her intent was to return to law school after gaining practical law firm experience, but her passion turned to legal technology and law firm management. That led her to open her own consulting business in 2000, which later became part of Affinity.

She is an active member of the ABA Law Practice Division and served 4 years on the ABA TECHSHOW Planning Board, including serving as Chair in 2013. She has served on the LTRC (Law Technology Resource Center), and currently serves as the Chair of the Law Firm Finance Committee, in addition to serving on the Publications Board.

Britt is a frequent speaker and writer for the ABA, ALA, ALI, state bars and other private organizations. She is a recognized expert in law office finance, billing, trust accounting, speech solutions and paperless office concepts, as well as full scale technology audits and workflow analysis. She is also certified consultant/trainer, maintaining certifications in such popular law office software products such as Tabs3, PracticeMaster, PCLaw, Worldox, BigHand and Dragon NaturallySpeaking. Britt is a member of the Worldox Inner Circle Committee and has been a Tabs3/PracticeMaster President's Circle member for many years.

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Accounting 101 for Lawyers


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