Courses and Trainings

Daniel M. Mills and Kaitlin McGee have more than 40 years in law firm management and entrepreneurship. They lead Basic Training & Beyond, Managing Money and CLE courses on fee agreements and trust accounting.

Basic Training & Beyond

This program is for lawyers who want to know how to start, grow and manage a small firm in the District of Columbia.

Managing Money

Learn how to onboard a new client by creating the appropriate fee agreement; make the proper entries onto the client ledger and trust account, when needed; track the established earning mechanism; and make proper entries in the firm’s operating or business account.

Small Firm Lunch and Learn Series

Each program in this series will explore a topic of particular interest to members who are starting, managing, or growing law firms in the District of Columbia.

Successful Small Firm Practice

This program is for lawyers who want a more in depth experience in starting, growing and managing a small firm.  You will create your firm’s business plan, draft fee agreements, create marketing content, and more.

Practice 360º

Join us for our annual law firm management conference with a focus on law firm innovation, ethics, wellness and marketing.