FROM IDEA TO PRACTICE: FIRM MANAGEMENT BASICS & ETHICAL MUST-KNOWS

This program highlights the ethical obligations that govern firm ownership and management. Faculty will review key rules on billing methods and fee agreements, record management, secure computing platforms, the use and billing of AI, advertising, hiring and supervision, and safeguarding client funds—along with common pitfalls for new solo and small-firm practitioners. Through practical examples and real-world scenarios, participants will gain clarity on how to build a practice that complies with professional responsibility standards from day one.