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Strategic Planning for Sustainable Growth
Length: 1 Hour
In the second session of this CLE series, Bill Sansone, CPA and law firm advisor, and Sy Sommer, Esq., of LEAP Legal Software, will show you how to transform your firm’s vision into measurable results. Strategy is what ensures your firm grows proactively—rather than reactively—in a constantly evolving legal landscape.
In this session, you will:
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Assess your firm’s current position and define top goals.
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Learn how to implement effective systems that drive progress.
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Discover how to use data-driven insights to strengthen leadership and scale sustainably.
By combining operational clarity with a structured plan, you’ll walk away with the tools to create a strategy that drives consistent growth and positions your firm for long-term success.
Bill Sansone, CPA, Law Firm Advisor
Bill Sansone is a licensed CPA in New York, New Jersey, and Florida, with over 40 years of experience helping law firms turn financial data into actionable growth. He specializes in practice management, profitability analysis, strategic and business planning, partner compensation, cash flow management, budgeting, operations review, and auditing and tax. A recognized leader in the legal industry, Bill frequently speaks to law firm audiences at bar associations, the American Law Association, and forums like The Managing Partner Roundtable Summits. He has also presented at Columbia Business School and served on the advisory board of First Bank in Princeton, NJ.
Sy Sommer, Director of Product Enablement, LEAP Legal Software
Sy Justin Sommer is the Director of Product Enablement at LEAP Legal Software. Sy is a 2010 graduate of Fordham Law School and is an attorney admitted to practice in the State of New York. Sy began his career in the Family Law Department of Manhattan law firm Davidoff Hutcher & Citron LLP. After three years with DHC, Sy took a role with JPMorgan Chase Bank in Brooklyn, NY where he served as an Associate Vice President Senior Counsel in the bank’s Mortgage Banking Litigation group. In 2018, Sy sought to apply his legal education and experience in the legal technology space and joined LEAP with excitement to further the company’s mission of helping attorneys to be more productive with cloud technology. Despite being a born and raised New Yorker, Sy currently resides in Jersey City, New Jersey.
