Continuing Legal Education (CLE)
Mr. Swanson is available on a limited basis to conduct Continuing Legal Education classes for trial lawyer organizations. To inquire about his availability for your organization, please click here. https://youtu.be/efVPdAUekGs
Length
His presentations are normally between 1 and 3 hours in length and are largely based upon the content of the book How David Beats Goliath®, but can be customized as needed.
Fees
Fees and expenses are negotiable.
Contact
Please click here to contact Mr. Swanson.
Content
Here is a brief outline of the three main sections of a typical presentation:
Key Financial Concepts
A review of the most relevant financial concepts and terminology in the operation of a plaintiff law firm. Content level is tailored for non-financial participants.
Sources of Capital for Contingent-Fee Law Firms
An overview of the challenges that contingent-fee law firms face in the marketplace when seeking capital. A detailed review of the 10 most common forms of capital accessed by contingent-fee law firms. Each source is evaluated regarding advantages, disadvantages, cost and risk abatement criteria. Source of capital reviewed:
- Appeal Funding
- Bank Line of Credit
- Contingent Lenders
- Credit Cards
- Fee Sharing
- Finance Company Loans – No Interest Pass-Through
- Finance Company/Bank – With Interest Pass-Through
- Partners’ Cash
- Settlement Funding
- Vendors
Recommendations
General: Advice and educational content is given on a variety of financial and business management topics regarding the operation of a contingent-fee law firm. A wide variety of topics are covered including:
- Credit scores
- Liens
- UCCs
- Net Worth
- Wealth building
- Banking
- Debt management
- Emergency funds
- Minimizing interest paid
- Financial statements
- Case expense management
- Understanding debt vs. equity
- Trade Association Endorsements and Preferred Vendor Programs
Transaction Specific: Advice and educational content is also provided for law firm partners who are considering a capital transaction on topics such as:
- Term sheets
- Getting the right advice
- Researching capital providers
- Understanding fixed fees
- Using debt vs. equity
- Securing Capital before you need it
Upcoming Presentations
- 3 Different Ways to Use QSFs with Sam Dolce: Thursday, September 23rd, 2021 at 1:00 pm CST. For more information or to sign up, click here.
Prior Accreditations / Presentations
- Law Firm Marketing
- Protecting Your Law Firm from Fraud
- The AdvoTrac® Case Expense Funding Service
- Choosing the Right Retirement Plan for Your Law Firm
- Proper Accounting of Case Expenses for Tax Purposes
- Nevada Justice Association, Las Vegas, NV
- Public Justice Speaker Series, Online Webinar
- CAL-ABOTA November CLE Meeting, Oahu, HI
- UNLV William S. Boyd School of Law, Las Vegas, NV
- Bisnar | Chase Mastermind Meeting, Huntington Beach, CA
- State of Louisiana MCLE
- Louisiana Workers’ Advocates (Chapter of WILG)
- M&L Meeting (Private)
- Personal Injury Lawyers Marketing & Management Association (PILMMA)
- Law Firm Finance 101 & Protecting Medicare and Medicaid Interests in P.I. Settlements, Online Webinar
- Learn Law Finance 101