Course Overview
Attorneys will learn how to build a partnership case, decode committee criteria, evaluate non-equity tiers, and negotiate lateral partner deal terms.
They will gain frameworks to assess opportunities, document business development, prepare for committee meetings, and structure compensation and integration when moving laterally.
Attorneys will learn how to build a partnership case, decode committee criteria, evaluate non-equity tiers, and negotiate lateral partner deal terms.
They will gain frameworks to assess opportunities, document business development, prepare for committee meetings, and structure compensation and integration when moving laterally.
Agenda
SESSION 1
The Business Development Case for Making Partner
SESSION 2
What Partnership Committees Actually Look For
SESSION 3
Non-Equity Partner: Steppingstone or Ceiling?
SESSION 4
Lateral Partner Moves: Opportunities & Deal Terms
1:00 pm - 1:30 pm EST
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
A guide for associates in years five to eight to systematically develop and document a compelling case for partnership. What firms seek in partners, build your niche and visibility, leverage your network, create business development habits, and prepare for committee meetings.
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
1:30 pm - 2:00 pm EST
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
Learn what partnership committees actually look for when evaluating lawyers for promotion to non-equity and equity partner, separating formal criteria from informal signals, including ownership, judgment, visibility, firm citizenship, client confidence, leadership readiness, and business development potential in practice today.
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
2:10 pm - 2:40 pm EST
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
Examine non-equity partner tier as opportunity and limitation, including pros for building a book, cons like unclear equity paths and limited compensation, economic implications, demographics, title without teeth, lateraling considerations, and key terms to secure written pathways to equity promotion.
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
2:40 pm - 3:10 pm EST
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
This equips attorneys pursuing lateral partner moves with frameworks and negotiation tactics to evaluate opportunities and structure deals, including market conditions, portable business assessment, compensation structures, ethics and departure planning, due diligence, integration strategy, and understanding what firms are buying
David Freeman Consulting Group Inc
LeadWise Group, Inc
Major, Lindsey & Africa
CenterPeak, LLC
SESSION I
Deposing trucking company personnel…
SESSION II
Defending the Company. Effective Deposition …
SESSION III
Defending the Company. Effective Deposition …
SESSION IV
Defending the Company. Effective Deposition …
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
2:00 – 3:00 PM EST
In trucking accident litigation, plaintiff attorneys must strategically depose key company personnel to uncover negligence, regulatory violations, and systemic misconduct.
This session provides practical deposition strategies to hold carriers accountable and maximize case value. From frontline drivers to senior executives, attendees will learn how to ask precise questions that expose operational lapses, reveal liability patterns, and strengthen plaintiff claims.
Participants will gain tools to challenge unsafe company cultures, evaluate inadequate training and hiring, and document compliance gaps that often lead to catastrophic incidents.
speakers
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.
Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety. He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.
Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024). He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.
Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.
David Freeman Consulting Group Inc
David H. Freeman, J.D. is a former practicing lawyer from New York, an award-winning consultant, and a two-time best-selling author recognized for his work in law firm business development and leadership. Over a career spanning more than 30 years, he has trained and coached over 10,000 lawyers across more than 260 law firms worldwide, including work with over half of the Am Law 200. He is a member of the National Law Journal Hall of Fame, having been voted the #1 business development consultant and coach in the United States for several consecutive years. David is also the creator of Lawyer BookBuilder, a structured training and accountability program designed to help lawyers become effective rainmakers, and BD Buddy, a technology platform that supports the development of firmwide business development cultures.
David Freeman Consulting Group Inc
David H. Freeman, J.D. is a former practicing lawyer from New York, an award-winning consultant, and a two-time best-selling author recognized for his work in law firm business development and leadership. Over a career spanning more than 30 years, he has trained and coached over 10,000 lawyers across more than 260 law firms worldwide, including work with over half of the Am Law 200. He is a member of the National Law Journal Hall of Fame, having been voted the #1 business development consultant and coach in the United States for several consecutive years. David is also the creator of Lawyer BookBuilder, a structured training and accountability program designed to help lawyers become effective rainmakers, and BD Buddy, a technology platform that supports the development of firmwide business development cultures.
LeadWise Group, Inc
Yuliya I. LaRoe, JD, MBA, PCC is the Founder and CEO of LeadWise Group, Inc., and an award-winning consultant, executive coach, and speaker focused on leadership, management, and business development within the legal industry. A former AmLaw 100 attorney, she brings over 20 years of experience helping lawyers build the skills necessary to succeed beyond technical excellence, including strengthening client relationships, expanding influence, and advancing into leadership roles. Widely known as the “Income-to-Equity Coach,” Yuliya specializes in guiding non-equity partners toward equity partnership. She has coached and trained more than 5,000 lawyers and professionals, combining legal experience with business strategy and practical insight to drive meaningful career growth.
Major, Lindsey & Africa
Kate Reder Sheikh is a Partner in the Associate Practice Group at Major, Lindsey & Africa (MLA), a leading global legal search firm. Based in San Francisco, she specializes in advising and representing law firm associates and working with firms across Northern California and other key markets to identify and place legal talent. Prior to entering legal recruiting, she practiced law as a litigator for nearly a decade, including handling cases of first impression. She later transitioned into legal recruiting, building a career focused on guiding attorneys through career transitions and advising law firms on associate hiring strategy. She is also a frequent writer and commentator on legal recruiting and the legal market, contributing thought leadership through industry publications and firm platforms.
CenterPeak, LLC
Jeffrey A. Lowe is the Market President at CenterPeak, LLC and a leading advisor to top-tier lawyers and law firms globally, with more than two decades of experience focused on high-level legal talent strategy and partner-level advisory work. He is widely recognized for his expertise in exclusive search engagements for elite law firms and for representing major rainmakers and practice groups, as well as for his work advising on law firm leadership and government-facing legal talent. His government practice experience spans some of the most prominent legal roles in the public sector, including professionals from the DOJ, FTC, SEC, CFTC, FDA, the White House, and various Cabinet Departments.
Plans
| Access type | Individual Purchase | Basic | Premium Most Popular | Corporate CLE Plan |
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| Price |
$95 – $245
Price varies based
on the course duration of 1 to 3+ hours |
$395/year
One-time purchase
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$495/year
One-time purchase
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Custom
based on firm size
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| Access type | Pay per class | Unlimited annual access | Unlimited annual access | Unlimited access for all firm members |
| Number of Available Webinars | 1 | 1,000+ | 1,000+ | 1,000+ |
| Number of New Webinars Added Yearly | Limited | 500+ | 500+ | 500+ |
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Special credits (Ethics, Elimination of Bias, etc.) |
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| Personalized CLE Platform |
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| Bootcamps |
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| Access type |
Pay per class |
|---|---|
| Number of Available Webinars | 1 |
| Number of New Webinars Added Yearly | Limited |
| Earn "Live" CLE credit |
|
|
Ability to Ask Questions During the Presentation via a Chat Box |
|
| Attend "Live" Re-Broadcasts |
|
| Exclusive Partner Webinars & Events | |
|
Special credits (Ethics, Elimination of Bias, etc.) |
|
| Instant Certificates After Completion | |
| Personalized CLE Platform | |
| Live Conferences | |
| Bootcamps |
Why Attend
Being an attorney is hard enough without the bookkeeping/IOLTA nonsense. Ready to keep more of what you earn? Whether you’re launching a new law practice or been in your own practice for forty years, this program is your roadmap to slashing your tax bill and building real wealth. Want to write off that second home, or discover how to deduct your vacation? In this dynamic, eye-opening session, civil and criminal tax controversy attorney Eric Green will walk you through often-overlooked strategies to dramatically cut taxes, increase deductions, and protect your law practice from IRS audit adjustments. You’ll walk away armed with actionable insights you can put to work immediately and easily earn back 8-10X what you invested in this seminar!
The program will cover not just how to deduct these expenses but what documentation you need to maintain to make sure you are audit proof if Uncle Sam comes calling!
In this new expanded webinar, Eric and Leighanne will review other benefits like converting your practice to an S Corporation, retirement planning and discuss apps that can help tie all this together and make your record keeping a breeze!
Who Should Attend:
Don’t miss this opportunity to transform the way you think about taxes—and take home the tools you need to save thousands year after year.
Key topics to be discussed:
Closed-captioning available
2026-06-19 13:00:00
This program begins with the foundations of generative AI, introducing large language models and transformer architecture, then moves into practical applications for legal professionals. Participants will learn how to design and deploy custom GPTs in OpenAI and build agent-based automations in Microsoft Copilot, both of which enable legal teams to streamline repetitive work across transactional matters, litigation management, and broader legal operations. The program also highlights how to use OpenAI projects and Microsoft’s integrated tools to scale and organize AI-driven efficiencies across the legal function.
Key topics to be discussed:
Date / Time: December 19, 2025
Closed-captioning available
2025-10-30 14:00:00
Session I – Considerations: Revocable vs. Irrevocable – Georgia Bender
In this session, attorney Georgia Bender will present a brief analysis of the structures and considerations involved in revocable and irrevocable trusts and when each type of trust may be appropriate. Next, Ms. Bender will go into a broad discussion of revocable trusts and the advantages they bring in flexibility of administration, probate avoidance, and estate tax planning. She’ll then review who might be an ideal candidate for this type of trust.
Key topics to be discussed:
Session II – Irrevocable Trusts and Trust Administration – Joseph Donohue
In this session, Attorney Joseph Donohue will review four common types of irrevocable trusts and the contexts in which they are best used. Next, Mr. Donohue will offer some helpful drafting tips for trusts. Lastly, he will dive into topics surrounding trust administration from tax reporting to key phases, avoiding trust contests, and drafting documents to protect your fiduciary clients.
Key topics to be discussed:
Date / Time: December 11, 2025
Closed-captioning available
2026-06-05 14:00:00
FAQ
Yes — the Basic Unlimited Pass gives members access to all online live, replay, and on-demand CLEs, excluding only the live conferences. With the Premium Unlimited Pass, members receive access to over 11 multi-day live conferences as well.
Yes — myLawCLE is an officially accredited CLE provider and seeks CLE approval in all 50 states. Our live webinars, on-demand programs, and replays meet or exceed state bar requirements, ensuring your CLE credits are fully recognized wherever you practice.
Yes — after completing the CLE webinar, attendees select their state for CLE credit and fill out an online evaluation form. Once submitted, a CLE certificate is emailed to them and uploaded to their dashboard.
Yes — myLawCLE develops CLE programs meeting all required CLE types, including mental health, ethics, professionalism, technology, substance abuse, and elimination of bias.
myLawCLE maintains all CLE programs in its library for 12 months following the original broadcast date. Attendees can access any program that remains available in the system during this period.
Yes — all of myLawCLE’s programs are originally broadcast live, with a chat box available for attendees to submit questions during the webinar. Additionally, replays and on-demand versions offer email correspondence with the presenters for any follow-up questions.
Expand Your Legal Expertise
Requirements
The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.
Formats
