CLE: Start the year protected: Fraud red flags and internal controls every law firm needs

What you’ll learn at this webinar:

• Recognize the financial red flags that may signal fraud, theft, or internal mismanagement in your firm

• Understand why segregation of duties is a critical control in any law firm

• Identify warning signs specific to trust account manipulation, employee theft, and vendor fraud

• Apply an internal control and fraud prevention checklist to protect your practice in the year ahead

Stop fraud before it starts

Most internal theft in law firms goes undetected for months or years. When one person controls billing, payments, and reconciliation, small irregularities can quietly grow into major losses, along with bar complaints and malpractice exposure

Stronger controls. A safer new year.

Learn to spot the red flags in trust accounts, employee activity, and vendor payments, and put simple oversight in place so problems are caught early, not after the damage is done.

Presenter

Kelley Brubaker CPA and Owner Profit Scale Thrive

Meet Kelley Brubaker, CPA. As the owner of Profit Scale Thrive—an Akron, Ohio-based accounting and advisory firm, she partners with law firm owners so they achieve overflowing profits, scaled growth, and thriving lives. As a Fractional CFO, Kelley helps clients understand their numbers, focus on the metrics that matter, spot areas for improvement, celebrate successes, and create effective strategies to increase profitability and reach the firm’s goals. Kelley’s first step with new clients? Encouraging them to break up with their Profit & Loss Statement because she knows there are better ways to manage a law firm. Kelley hosts the “Your Profitable Law Firm” podcast, and she is the author of the book “Stop Struggling and Start Thriving: A Guide To Transform Your Law Firm”.