Best Practices for Budgeting and Forecasting

Keep your law firm financially on-track

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Webinar: Best Practices for Budgeting and Forecasting

If you’re wondering how to effectively manage your law firm’s financial budgeting and forecasting right now, you aren’t alone. While adjustments to your 2020 projections may need to be made due to the current economic environment’s impact on your firm’s profitability, it is even more important to follow best practices. In fact, they may help you to not only position your firm successfully throughout the crisis, but also assist in a more accurate and automated budgeting process for the 2021 budget year.

Join us for Best Practices for Budgeting and Forecasting.  In this session, we will share best practices for not only setting up a new forecast/projection to assist in modelling changes to Revenue in Expenses, but also for automating and managing to an annual budget.  You’ll also get a look into one of the solutions that can streamline your budgeting and forecasting process. Intellistat Budgeting & Forecasting is a complete financial budgeting and forecasting solution designed specifically for legal and professional services firms. This product handles all aspects of your budgeting & forecasting process: People, Compensation & Benefits, Billing Rates, Operating Expense Line Items, Billing/Collections Modelling, and much more.

The session will be 45 minutes long. If you want to simplify the budgeting and forecasting process at your firm, you won’t want to miss it!

Event Details

Date: Friday, April 10
Time: 9:00 AM PST | 11:00 AM CST | 12:00 PM EST | 5:00 PM BST
Location: Zoom link to be sent via email post registration

Meet the Hosts

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Tom Jones
CEO Iridium Technology

Tom is the CEO/President of Iridium Technology — the firm that is 100% focused on business intelligence (BI) for law firms. Tom has been focused on business intelligence and profitability for law firms for over 20 years. Prior to starting Iridium Technology, Tom worked for ADERANT for 13 years, with most of his tenure as the Product Manager for ADERANT’s business intelligence offering. Tom is a regular presenter at ILTACON and hosted the ARK Profitability and ARK BI conferences for the last three years. He has a B.S. in Computer Science from University of California, Santa Barbara, and was selected as the outstanding Computer Science student in his graduating class. He lives in Reno, Nevada with his wife and two sons. All of the Jones family members are avid skiers, fitness nuts, golf crazy, and love to travel.

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Jeff Suhr
Vice President of Intellistat and Steere Products

Jeff is the President of DFTech and has over 20 years of legal/financial systems experience. In his role at Data Fusion, Jeff is involved in the product management, marketing and consulting areas of the IntelliStat Business Intelligence, Budgeting, Financial Reporting and Matter Planning & Pricing product lines. He maintains in-depth data mining (SQL) skills which enable information to be gathered from a number of Legal Practice Management Applications while also possessing a fundamental understanding of general law firm business analysis and accounting practices. Before joining DFTech, Jeff began his career at Aderant where he worked in various technical and managerial capacities for over 10 years.

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