Practice Toolbox Series

Face the Future: Use AI to Market and Manage Your Business
Live Webcast
Tuesday, September 8, 2026
12:00 – 1:05 p.m.
1.0 hour MCLE credit, including 1.0 hour Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit (subject to approval)
A lot of press talks about AI taking over the world. Instead of thinking of it in grandiose terms, what can an AI product, like ChatGPT, help you with day-to-day? Learn, with live, on-stage demos, how to use generative AI tools to create and review client questionnaires, business processes, and marketing materials. Register here.
Targeting Success: Build a Plan to Hit Your Financial Goals
Live Webcast
Tuesday, September 22, 2026
12:00 – 1:05 p.m.
1.0 hour MCLE credit, including 1.0 hour Professionalism, Civility, Legal Ethics, or Sexual Harassment Prevention credit (subject to approval)
Strategy often gives way to daily interruptions and the unforeseen. This session walks through developing a thorough strategic plan. Build for success by understanding your vision, values, goals, and key business numbers. Figure out what matters and how that drives growth. Register here.
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