Skip to Page Content
Continuing Legal Education
Streaming and Podcast programs are available in your online classroom for 30 days from your original order date. After viewing, follow the instructions to certify credit. The date you certify credit will be the date printed on your ISBA Certificate of Completion and will be the date recorded for earning the MCLE credit.

*Eligibility to earn MCLE credit for this program expires two years from the program date below; therefore, attorneys must view and certify credit within this two-year period. This expiration date is applicable for all formats.

ISBA's Practice Toolbox Series

Presented by the Illinois State Bar Association

An important part of law firm management is taking care of end-of-year fiscal responsibilities – from reviewing your budget and 1099 requirements to writing off aged accounts receivable and looking at your unbilled work in progress. This one-hour webinar** offers a number of best practice tips regarding early end-of-year preparation, including: reviewing your stale items on bank reconciliations; examining your unallocated payments and credit balances; looking at client costs advanced; checking your trust balances; and more!


Program Speaker:
Cindy Melfa
, Affinity Consulting Group, Florida


Cindy A. Melfa is the managing partner of Affinity Consulting Group’s Naples, FL office. Prior to joining Affinity, she was the founder and president of Legal-Tech Solutions, Inc. Cindy is a certified law office software consultant with over 24 years’ experience in law firm accounting, financial workflow and management, practice management, and document management. With an educational background in management and marketing, and prior employment as a law firm real estate closer and firm administrator, Cindy consults with law firms throughout the United States and Caribbean on law office software as well as sophisticated practice management issues. Cindy is a graduate of Florida International University (B.A.), and a certified consultant/trainer, maintaining certifications in such popular law office software products such as PCLaw, and Amicus Attorney, and Actionstep. Besides actively consulting on law office productivity and management issues, Cindy has served on the LexisNexis Certified Consultants panel, the PCLaw Product Advisory Board, and Amicus Attorney President’s Club, in addition to conducting webinars for LexisNexis.


**Webinar slides are viewed through your computer screen and audio is heard through your computer speakers (Internet connection required – Firefox or Chrome are recommended)

Program Information
Date Presented:
September 26, 2017 12:00 PM Central
1 hour
End of Year Preparations - Best Practices for Your Law Firm
Speaker Information
Cindy Melfa  [ view bio ]
Individual topic purchase: Selected
Illinois State Bar Association
Total General MCLE Hours: 0.75
Including Professionalism, Civility or Legal Ethics Professional Responsibility MCLE: 0.75
Share This
This program is no longer available for purchase.