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Defining Your Firm’s Mission, Vision, and Values
Length: 1 Hour
Join Bill Sansone, CPA and private law firm advisor, and Sy Sommer, Esq., of LEAP Legal Software, for the first session in a two-part CLE series designed to help law firm leaders and attorneys unlock growth and build a lasting legacy.
Your firm’s mission, vision, and values aren’t just statements on paper. They are powerful tools that guide decision-making, strengthen operations, and position your practice for long-term success. In this session, you will:
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Reflect on your firm’s purpose, leadership, and business model.
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Learn practical strategies to align daily operations with long-term goals.
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Discover how to create a values-driven law firm that succeeds in today’s fast-changing legal landscape.
Whether you’re a solo practitioner or managing partner, you’ll leave with actionable insights to drive measurable growth, enhance leadership, and create a thriving law firm.
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 New York. Before joining LEAP, Sy spent several years practicing family law at a mid-sized New York City law firm, and later joined the legal department at JPMorgan Chase Bank, in the Mortgage Litigation group. In 2018, Sy brought his legal education and experience to LEAP, with excitement to further the company’s mission of helping attorneys become more productive with cloud technology. Sy lives in Kingston, New York, in the Hudson Valley, with his fiancé, Shannon, and their cat, Oscar.
