I regularly speak to law firm owners, legal professionals, and industry organizations about the financial realities of running a law firm...not theory, not fluff, and not generic business advice.
My work focuses on helping firm owners gain financial clarity, stabilize cash flow, and make confident decisions that support long-term growth and sustainability.
I tailor every presentation to the audience, but common topics include:
Financial clarity for law firm owners
Why profitable firms still struggle with cash flow
How to fix trust accounting issues
How to forecast cash flow 13 weeks ahead
The numbers every law firm owner should actually understand
Scaling a law firm without creating financial chaos
Fixing profit leaks before they become emergencies
Pricing, growth, and decision-making through a CFO lens
Each session is practical, grounded in real law firm experience, and designed to leave attendees with clearer thinking and actionable insight.
I have delivered presentations and educational sessions for:
Law firm owner groups and masterminds
Legal conferences
Legal technology companies and industry partners
Podcasts, webinars, and virtual summits
Sessions can be delivered in person or virtually, depending on the event format.
I work exclusively with U.S. law firms
I bring a CFO perspective, not bookkeeping or generic coaching
I speak from real advisory experience, not theory
I focus on decisions, not deliverables or reports
I understand the emotional and operational pressure firm owners face
My goal is not to overwhelm audiences with numbers, but to help them see their firm differently and leave with more confidence around money.
I am a frequent podcast guest and contributor on topics related to law firm finance, profitability, cash flow, and strategic decision-making. I also host the Your Profitable Law Firm podcast.
If you are looking for a guest who can explain complex financial concepts in a way law firm owners actually understand, I would be happy to connect.
In addition to speaking and media appearances, my work has been published by legal and professional organizations, including the ABA Journal, Above the Law, 8am, and the Cleveland Metropolitan Bar Association. My writing focuses on the financial realities law firm owners face and how to make better decisions with clearer information.
These pieces are written specifically for legal professionals and law firm owners, with an emphasis on clarity, practicality, and real-world financial decision-making.
If you are hosting an event, podcast, webinar, or training and are looking for a speaker who brings clarity, credibility, and real-world insight, let’s talk.
Speaking engagements are limited and scheduled selectively to ensure quality and alignment.