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4 CLE /4 E /2 CLE (NLS) (Both Seminars Combined)Friday, September 27, 2019; 9:00 A.M. – 4:30 P.M.

ICLEF Conference Facility230 E. Ohio St., 5th Floor, Indianapolis, IN 46204

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E 2 CLE (NLS) / 1 CL E / 1 E - 9:00 A.M. – 12:15 P. M.

PRICE INCLUDES: Credit Hours, Printed & Searchable Electronic Seminar Materials, Refreshments

$325 – Tuition for BOTH Small Firm Revenue (95800) AND Guide to Financial Planning (95900)FREE – PASS+ Tuition for BOTH Small Firm Revenue (95800) AND Guide to Financial Planning (95900)

$210 – Tuition for Morning Seminar ONLY, Small Firm Revenue (95800)

FREE – PASS+ Tuition for the Morning Seminar ONLY, Small Firm Revenue (95800)

PRICE INFORMATION

MORNING SEMINAR ONLY

$210 – Tuition for Afternoon Seminar ONLY, Guide to Financial Planning (95900)

FREE – PASS+ Tuition for the Afternoon Seminar ONLY, Guide to Financial Planning (95900)

AFTERNOON SEMINAR ONLY

MORNING & AFTERNOON SEMINARS

If paying by check, please mail this panel or visit our office. If paying by phone, fax, or online at ICLEF.org you will need to use a Credit Card.

3 CLE / 3 E - 1:15 P. M. – 4:30 P. M.

1

2

Friday, September 27LIVE IN-PERSON SEMINARS - ICLEF Conference Facility, Indianapolis

LIVE INDIVIDUAL WEBCAST -Afternoon Seminar from your home or office

2 SEMINARS ONE LOW PRICE! Buy Both & Save!2 SEMINARS ONE LOW PRICE! Buy Both & Save!

NATIONAL SPEAKER SERIESFeaturing Cynthia Sharp

Scaling Your Small Firm Revenue &Lawyer’s Guide to Financial Planning

Smartly. Sanely. Strategically.FIRM REVENUE

Scaling Your SmallScaling Your Small

FINANCIALPLANNING

Lawyer’s Guide toLawyer’s Guide to

AFTERNOON SEMINAR NATIONAL SPEAKERMORNING SEMINAR

OVERVIEW:As small firms succeed with their reputation management and visibility objectives, suddenly there is a need to decide if it’s time to hire more employees, expand your footprint and increase your advertising budget. We’ll dive into the key metrics to track which will show you where to best spend your time when growing your practice smartly and strategically. We’ll also take a look at scale-up tools such as the one page strategic plan and other ways to know where you’re headed and measure your progress along the way.

TAKEAWAYS:•The main phases for scaling a law firm, and how to execute them in the proper order •Utilizing data to drive future action•Importance of process and systems•Building predictable cash flow •How to source, hire, and pay attorneys and other support employees

OVERVIEW:Our seminar will explore essential financial and tax concepts that all Lawyers must know in order to properly guide clients as well as to secure their own economic futures. Seminar concepts and discussion arise from Cynthia Sharp’s book The Lawyers’ Guide to Financial Planning recently published by ABA Book Publishing.

HOTEL ACCOMMODATIONS: A corporate rate is available at the Hilton Indianapolis, 120 W. Market St., Indpls, 1-800-445-8667.Request the Indiana Continuing Legal Education Forum rate. Rooms are subject to availability.© 2019 Indiana Continuing Legal Education Forum – ICLEF. All Rights Reserved.The Indiana Continuing Legal Education Forum (ICLEF) is a nonprofit 501(c)3.ICLEF® and the ICLEF® logo, are registered trademarks of the Indiana Continuing Legal Education Forum.

ICLEF POLICIES: Full and proper payment is required before CLE credits will be reported to the Indiana Commission for CLE. Should ICLEF initiate a collection action for unpaid registration fees, product purchases or payments for service rendered, we will request reasonable attorneys fees in addition to any amounts owed. Recording of the program for other than personal use is prohibited. To cancel a registration, a notice for full refund must be received 72 hours prior to the program. The courtesy of canceling 72 hours in advance will avoid a financial commitment of $30.00. No refunds will be issued to registrants who cancel on program date or who fail to notify ICLEF of their cancellation. The charge for all returned checks is $30.00. Prices and information listed are subject to change. While ICLEF strives to provide accurate product and pricing information, an error may occur. In the event that an item is listed at an incorrect price or with incorrect information, ICLEF shall have the right, at our sole discretion, to either refuse or cancel any orders placed for that item, or contact you for notification and instructions on such cancellation.

NOTE: Advance seminar registrants will not receive a registration confirmation.

SPECIAL NEEDS ACCOMMODATIONS: Persons who require assistance or need information regarding access to a program session and availability of special facilities are requested to call ICLEF’s Registrar at (317) 637-9102.

PHOTOGRAPHY/RECORDINGS: All registrants, instructors, exhibitors & guests attending any ICLEF event acknowledge & agree that they may be photographed and/or video recorded during the event. The photographs & recordings are the sole property of ICLEF & may be used and published traditionally or online with identifying information about the persons in the photographs & recordings to promote ICLEF and its services.

The CD-ROM Version of the written materials will be available 2-4 weeks after the live seminar.

If there are any questions or comments regarding this program,please contact Scott King, Executive Director at (317) 637- 9102.

OFFICIAL SPONSORS

2 CLE (NLS) / 1 CL E / 1 E - Friday, Sept. 27, 20199:00 A.M. – 12:15 P. M.

LIVE IN-PERSON ONLY SEMINARICLEF Conference Facility230 E Ohio St., 5th Floor, Indianapolis, IN 46204

3 CLE / 3 E - Friday, Sept. 27, 20191:15 P. M. – 4:30 P. M.

LIVE IN-PERSON SEMINARICLEF Conference Facility230 E Ohio St., 5th Floor, Indianapolis, IN 46204

LIVE INDIVIDUAL WEBCASTFrom Your Home or Office Computer with Internet AccessVisit ICLEF.org to Register

AGENDA:12:45 P.M. Registration & Coffee1:15 P.M. The Fundamentals Attorneys often review a client’s portfolio in the context of representation - particularly

corporate, estate planning and elder law lawyers as well as matrimonial and real estate practitioners. Sounder advice can be rendered by lawyers who understand the basics outlined in this session.

1:30 P.M. Factors to Consider when Choosing a Financial Advisor2:00 P.M. Asset Conservation Strategies2:45 P.M. Refreshment Break3:00 P.M. Tips for Building and Ethically Selling a Niche Law Practice This quick paced section is geared to business attorneys advising other practitioners with

respect to the sale of a niche practice. Attendees may find the practical advice.

3:15 P.M. Retirement & Rewirement Planning 3:45 P.M. The Long Term Care Dilemma4:15 P.M. Review of Concepts / Questions & Answers4:30 P.M. Adjourn

AGENDA:8:30 A.M. Registration & Coffee9:00 A.M. What it Means to Scale a Law Firm/Pros and Cons9:15 A.M. The Essential Building Blocks9:30 A.M. Key Metrics 10:00 A.M. Increasing Profitability Through Efficiencies and Leverage10:15 A.M. Leveraging Through Technology10:30 A.M. Break10:45 A.M. Leveraging Through Employees11:00 A.M. Client Relationship Process11:15 A.M. Legal Fees and Billing11:45 A.M. Art of Predictable Cash Flow and Sustainable Growth12:00 P.M. Moving forward into the next phase of the law practice:

Specific steps to take.12:15 P.M. Adjourn

BUY BOTH SEMINARS & SAVE!

Smartly. Sanely. Strategically.FIRM REVENUE

Scaling Your SmallScaling Your SmallFINANCIAL

PLANNING

Lawyer’s Guide toLawyer’s Guide to Cynthia Sharp, EsquireThe Sharper LawyerCynthia Sharp, Esquire (J.D., LL.M. taxation) dedicated close to thirty years building a successful law practice - serving thousands of clients. At the pinnacle of her career, she sold her interest in the practice and established The Sharper Lawyer, an educational and business coaching entity. As Director of Attorney Development, Cindy has established a national presence as an author and speaker on topics of ethics in the context of practice management, social media and marketing - lecturing extensively to law firms,

bar associations and other legal organizations. She is author of The Lawyers’ Guide to Attaining Financial Security published by the ABA Solo, Small Firm & General Practice Division. Cynthia’s social media column appears on a regular basis in the GPSolo eReport.