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Event Details

Date: Thu. Dec 01, 2022
Time: 12:00 PM - 1:30 PM

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McCarthy Tétrault LLP
66 Wellington St West
Suite 5300
Toronto, Ontario

TLOMA FINANCE SIG - Creating a Killer Strategic Plan for Law Firms


NOTE:  This event will be held in person and via webinar dependent on number of in person registrations and boardroom availability.

Successful law firms plan for their success. They consciously put resources toward defining what success means to them, plan the steps that map directly to the elements of the success they have defined, and then follow the steps they have identified with laser-focus. 

By creating a well-defined, specific and actionable plan, grounded against your objectives and filtered through your guiding principles, you will be a quantum leap closer to achieving - and even surpassing - your goals. 

In this highly-interactive program, we will introduce you to the process of creating a successful Strategic Plan, one that will be the roadmap for your firm going forward over the short-, mid- and longer-term. 

We’ll lead you through a series of activities and exercises to help you begin to think more strategically, and then apply that strategic thinking and cascade it through your firm to identify and distill what you need to know, who you need to be, and what you need to do to evolve your individual and collective behaviour in line with your business goals and objectives. 

Over the course of our 90-minute program, we will cover the following modules:

Module One :: You know you need a Strategic Plan, but do you know why?

  • Benefits of having a Strategic Plan - why law firms, especially, need to plan
  • Understanding the strategic planning process - thinking strategically as a practice 
  • Setting a road map to future success - knowing where you’re going

Module Two :: Not all Strategic Plans are created equal, so how do you build one that actually works?

  • Starting at the end - the Future Vision as a destination
  • Elements of a successful Strategic Plan - Foundations vs. Tactics
  • Putting the pieces together - defining success and setting the course

Module Three :: You have a plan, so now what? 

  • Implementing your plan
  • Getting key stakeholders engaged
  • Useful tools for keeping the plan - and the team - on track

Each participant will receive a workbook to guide them through the program, and resources that will support them going forward.


Registration Fee

There is no cost for a TLOMA members to attend.  

Members are encouraged to invite individuals and prospective members from their firm who may benefit from this topic. 

If you are registered and cannot attend the webinar, you can always send another TLOMA member from your firm for no charge or send a non-member for the fee of $73.45 ($65.00 + HST)

Payment is to be provided to TLOMA prior to the event.  Login instructions will be sent prior to the event.

Meal Choices

Please specify your dietary requirements when you register.

Registration Deadline

Mon. Nov 28, 2022

Registration Instructions

To REGISTER, click on the REGISTER button on the top left.


24 hours’ notice is required for cancellation of all reservations.  If you are registered and cannot attend the seminar, you can always send another TLOMA member from your firm for no charge or send a non-member for the fee of $73.45 ($65.00 + HST).

Supporting Firms

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  • Grosman, Gale 2nov17
  • Minken Employment Lawyers logo 14aug17
  • Nelligan 14aug17
  • Gillian Hnatiw 2
  • Dueck-Sauer-Jutzi-Noll
  • logo_harris-sheaffer
  • logo_goodmans
  • logo_madorin
  • logo_Osler_hoskin
  • McTague Logo
  • logo_benson
  • Walker Head Lawyers 27sept19 - greyscale.
  • Green + Spiegel logo 31jul17
  • member_blg
  • BlaneyMcMurtry
  • Waddell Phillips
  • MillerThomson
  • logo_robins
  • logo_torys
  • logo_bennet_jones
  • logo_guberman
  • fogler-rubinoff
  • logo_bereskin_parr
  • Mills + Mills
  • WARDs Legal - grayscale
  • GMA Full Name Logo
  • Rayman Beitchman LLP 2mar18
  • logo_dlapiper
  • Daoust_Vukovich
  • Tupman + Bloom 3mar20
  • balesBeall
  • aviva_lawyers
  • logo_sullivan_festeryga
  • dutton_brock
  • logo_norton
  • logo_ridout
  • Loopstra Nixon logo 140w greyscale
  • Rueters LLP 5mar18
  • logo_shibley
  • Levitt LLP Logo
  • dickinsonwright
  • logo_dw
  • logo_sherrard
  • BakerMcKenzie
  • Goldblatt
  • logo_macdonald_sager
  • Crawford Chondon & Partners LLP 24feb20
  • logo_zuber
  • giffen
  • HRG.logo
  • logo_giesbrecht
  • SparkLaw
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  • AUM Law Logo 22nov18
  • MacDonald & Partners logo
  • member_torkin_manes
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  • heuristica
  • Chappell Partners Logo
  • LeClair Logo
  • Matthews Dinsdale 1feb19
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  • O'Sullivan
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  • Henien Hutchison LLP
  • Cumming & Partners
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  • logo_bernardi_llp_5405 (greyscale)
  • CLYDE + Co 2aug17
  • Simpson Wigle greyscale 26jul17
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  • Piasetzki
  • Davies Howe
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  • logo_goodmans
  • hummingbird
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  • rogers partners
  • Marks + Clerk 18may18
  • Fox Vanounou Porcelli 29aug19
  • logo_lerners
  • Laxton Glass
  • Haber Lawyers 14feb19
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  • Koskie Minsky
  • Riches McKenzie 11oct17
  • Beard Winter Logo black white - New
  • Blouin Dunn
  • Stockwoods Logo
  • Harris Law Logo
  • RossMcBride
  • Cavalluzzo LLP_Logo
  • Deloitte Tax Law
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  • logo_wilson_vukelich
  • Dentons
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  • Kormans Logo


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