Strategic Planning for Sustainable Growth
- Average Rating:
- Not yet rated
- Faculty:
- Bill Sansone, CPA | Sy Sommer
- Duration:
- 1 Hour
- License:
- Never Expires.
Description
As a follow-up to the first session of this CLE series, “Defining Your Firm’s Mission, Vision, and Values,” Bill Sansone, CPA and private 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 helps your firm grow 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.
Credits
This program is eligible for 1 hour(s) of CLE credit in 60-minute states, and 1.2 hour(s) of CLE credit in 50-minute states. Credit hours are estimated and are subject to each state’s approval and credit rounding rules.
LEAP will seek MCLE accreditation in CA, CT, FL, IL, NJ, NY, PA, and RI. Additional states may be requested upon completion of the course.
If you have met the participation requirements for this course, you will receive a personalized CLE affidavit from mcle-leap@americanbar.org. Please check your spam folder as these e-mails may end up there. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will also be emailed to you from mcle-leap@americanbar.org.
Faculty
Bill Sansone, CPA Related Seminars and Products
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 Related Seminars and Products
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.