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.


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 and expenses are negotiable.


Please click here to contact Mr. Swanson.


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


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

  • Proper Accounting of Case Expenses for Tax Purposes: Tuesday, February 20:
  • Choosing the Right Retirement Plan for Your Law Firm: Wednesday, March 21, 1:00pm Central Time
  • The AdvoTrac® Case Expense Funding Service: Tuesday, April 24, 1:00pm Central Time
  • Protecting Your Law Firm from Fraud: Wednesday, May 23, 1:00pm Central Time
  • Topic TBD: Thursday, June 21, 1:00pm Central Time
  • Law Firm Succession Planning: Tuesday, July 24, 1:00pm Central Time
  • Managing your Growing Law Firm for Success: Tuesday, August 28, 1:00pm Central Time
  • How to Bonus More Cash Out of Your Law Firm: Tuesday, September 25, 1:00pm Central Time
  • The 9 Hidden Costs of Self-Funding Case Expenses: Thursday, October 25, 1:00pm Central Time

Prior Accreditations / Presentations

EPN Interview: Mandatory Arbitration with Michael J. Swanson

EPN Interview: 7th Amendment Advocate Michael J. Swanson

Michael J. Swanson ePodcast Network Interview

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