TLOMA Finance SIG - Beyond the Balance Sheet: A Finance Leaders' Roundtable on Law Firm Operations
Description
Managing the finances of a law firm comes with unique challenges — from navigating trust accounting requirements to balancing operational demands with limited resources.
Join us for a candid, peer-to-peer conversation with finance leaders who are tackling these issues every day. This virtual roundtable is designed to be interactive and discussion-driven — not a lecture.
Come ready to participate, share your insights, ask your questions, and learn from others facing similar realities. Whether you’re a seasoned CFO or a manager wearing multiple hats, you’ll leave with practical ideas you can implement immediately.
What We’ll Cover:
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Finance team resourcing
How firms are allocating resources effectively
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Month-end and year-end close processes
Efficiency strategies, workflow improvements, and reducing bottlenecks
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Financial accounting systems & software considerations
Evaluating tools, integrations, and reporting capabilities
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Reporting to law firm management
Delivering meaningful financial insights to partners and leadership
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The growing role of technology and AI in law firm financial management
Automation, forecasting tools, and practical implementation considerations
This is a conversation — not a presentation. Bring your perspective, your challenges, and your questions!
Speaker(s)
Registration Fee
- TLOMA Members: Free of charge
- Non-Members: $90.40 ($80.00 + HST)
ATTENDEES
Members are welcome to invite colleagues and prospective members from their firm who may benefit from this session.
Registration Deadline
Mon. Mar 09, 2026
Registration Instructions
Cancellation & Substitution Policy
If you register and are unable to attend the webinar, you have two options:
- Send another TLOMA member from your firm at no additional cost.
- Send a non-member for a fee of $90.40 ($80.00 + HST).
Payment for substitutions must be provided to TLOMA before the event. Any cancellations require at least 24 hours' notice.