Shoring Up Your Financial Management and Collections - Roundtable Recording

Shoring Up Your Financial Management and Collections - Roundtable Recording

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Please note: CLE credit is not available for Video Roundtables.
Presented 6/3/2020
1:00 PM (ET)
CLE Eligible No
Length 60 min.
Format Video Roundtable
SKU RT2020-06-03B-REC

This is a recording of an AILA University Roundtable hosted on June 3, 2020.


AILA University Video Roundtable Discussions are free learning opportunities for AILA members that feature a weekly schedule of live video programming for members to share and learn on a variety of topics. AILA University Video Roundtable Discussions are part of AILA University programming and each session is hosted by two AILA members selected for their expertise. Registration through Agora is limited, on a first come, first serve basis. Sessions take place via the Zoom conferencing platform.


There is no question it is tough to collect from clients during an economic downturn. Clients big and small will lose jobs, claim bankruptcy, get sick, not to mention that many have always had hardships. But now is not the time to avoid collecting fees. Solid financial management of the firm is a combination of pulling and reviewing reports, staying on top of what the firm owes and is owed, and collecting from clients at the best times possible with the best communication strategies. Join us for a discussion of what works and what doesn’t, where to improve, and how to shore up your financial management for the coming storm.


Discussion Topics

  • Learn how to evaluate your current collection processes and make improvements
  • Get practical suggestions for how to improve your collections through compassionate, consistent communications and creative solutions for low-income clients

Discussion Leaders:

  • Ruth McChesney, San Antanio, TX
  • Bridgette M. Bennett, Groveland, FL
  • Charity Anastasio, AILA, Washington DC

The speakers' views do not necessarily represent the views of AILA, nor do they constitute legal advice or representation. Practice tips provided in the written materials are based on the speaker's experiences and current state of the law. Please be sure to conduct legal research and analysis for your unique situation as the law changes quickly and the speaker's experiences may differ from your own.