If you previously had a DRI account, you will need to create a new account for the DRI Online Education Center to register for this program.

VIEW CLE Accreditation by State

Program Overview

The webinar will offer a financial guide to law firm and individual lawyers to better understand key financial metrics and improve profitability. It will include a discussion of such this as understanding cost of services in the law firm context, best practices in internal controls, and will offer practical advice from the partner perspective. We will discuss what metrics are crucial and how to interpret such metrics as profit and loss statements, balance sheets and capital accounts. We will discuss which financial items are the most telling and how to quickly go through and identify problems and issues.


Who Should Attend

  • Managing partners of law firms
  • Individual lawyers who want to better understand law firm financials and economies
  • Anyone charged with the financial health and monitoring of law firms

What You Will Learn

  • The management tools law firms and lawyers should be reviewing from your management/bookkeeping system.
  • Best practices for the practical use of these financial management tools.
  • The essential elements a law firm and lawyer needs to understand to be able to get a handle on profitability and improve it.


    Stephen Embry

    Stephen Embry is a national litigator and advisor who is experienced in developing solutions to complex litigation and corporate problems. His mission is to find simple, successful and elegant solutions to civil litigation problems and dilemmas primarily in the mass tort, business and consumer class action, and privacy and data breach arenas. Stephen is also a frequent speaker, blogger and writer. He is publisher of TechLaw Crossroads, a blog devoted to the examination of the tension between technology, the law and the practice of law. He is also co-author of a book entitled Mass Tort Claims Resolution Facilities and the 2017 and 2016 editions of the American Bar Association’s TechReports.

    Bill Josten

    Bill Josten is a Strategic Content Manager for the Thomson Reuters Legal Executive Institute. Bill’s work focuses primarily on issues of interest to high-level decision makers in the legal market, including law firm managing partners and C-Level officers, as well as corporate general counsel.

    Marta-Ann Schnabel

    Marta-Ann Schnabel is the managing director of O’Bryon & Schnabel, PLC. She is an AV rated litigator and has been honored as one of Super Lawyer’s Top 25 Women Lawyers. A past president of the Louisiana State Bar Association, she is the Vice Chair of the DRI LPM Committee and a member of the Center for Law and Public Policy. She participated as an author and editor of the DRI Law Practice Management Handbook and is a frequent lecturer on law practice management and ethics issues.

    Brian Zygmunt

    Brian Zygmunt is partner with Crowe LLP in their Not-for-Profit and Higher Education Audit Practice in Chicago. He frequently speaks at conferences on financial reporting, internal control, compliance and other topics impacting nonprofit organizations.

    DRI, The Voice of the Defense Bar, intends to comply with all applicable anti trust laws. Accordingly, DRI cannot, and will not, tolerate conduct that could lead to, or even suggest, agreement among its members that might restrain trade or violate such laws. All such conduct is a violation of DRI policy