Financial Elephant in Your Firm

Presented by the Solo and Small Firm Section of the Barristers Club

The Financial Elephant in Your Firm: Debt, Assets, and Insurance


Date  Tuesday, September 29, 2020
Program  2:00-3:15 p.m.
MCLE  1 Hour 

Speakers

Brian Le
New York Life Insurance Company 

Jen Lee
Jen Lee Law

Wendy Roberts, CPA, CIA, CISA
Principal CEO, Spectrum Business Financing

The elephant in every room is that more than 70% of Americans have a debt or credit problem, including our clients. But, none of us are willing to talk about it because we think we are alone, that others won’t understand, and/or that we will be judged. In reality, we are all struggling with the exact same issues and it’s becoming more difficult to ignore the weight of financial stress on attorneys and clients.

Topics
  • Discussing financial realities with clients
  • Issues in getting paid under the Rules of Professional Conduct
  • Dealing with debt, including student loans
  • Financial stress and the impact on lawyers and competency 

Section Co-Chairs
Anna Liu, Steven Adair MacDonald & Partners  & Liên Payne, Kennedy Payne

For a printable flyer, click here.

Event Code: B201472

Cost

 Free BASF Law Student
 $30 Section Member
 $45 BASF Member
 $60 Nonmember

Prices increase $10 on the day of the program.

To Register
Sign-in to your account and select Register Myself at the bottom of the page. Use Forgot Username or Forgot Password if you don't know your account information. Don't have an account? Select Create Account

A link to access the Zoom meeting will be sent in your confirmation e-mail prior to the start of the event.

Note

To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

Special Requests 
People with disabilities should contact BASF regarding reasonable accommodations.


When
9/29/2020 2:00 PM - 3:15 PM
Where
Online only. CA
 

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