Practice Management Advisory Service

Small Firm Lunch and Learn Series

 Lunch and Learn


The Practice Management Advisory Service of the D.C. Bar presents the 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. Most sessions take place from noon until 2:00 p.m. at the D.C. Bar (901 4th Street, NW) and are free to Bar members and their staff. This is a brown bag event. Attendees may bring their own lunch. Beverages are served. Here is more information about each of the programs in the upcoming Lunch and Learn series.

Lunch and Learn Series Schedule: 

March 7, 2019 — Managing IOLTA with Capital One, by Hani Ramadan and Kerstin Veltze of Capital One. Capital One Escrow Express for Lawyers is a state-of-the-art virtual sub-accounting system where you can manage and track escrow funds easily and efficiently. Decide when, where and how you want to process account transactions with secure, 24/7 web-based access via Intellix, Capital One's online treasury management portal. Go online to view your entire escrow relationship, open and close sub-accounts, make allocations and transfers, download or run statements on demand and more. 

To register for this program, click here or send an e-mail to

March 28, 2019 — Increasing Law Firm Profitability: More Than Just Raising Rates, by Deborah Shaefer, CPA. Increasing profits is the goal of most businesses. The challenge for lawyers can be especially overwhelming. There are only so many hours available to work each day and raising rates may not be an option. Evaluating and managing matter profitability can provide a means to increase income.  

This session is designed to help you understand the components that impact matter profitability. With this understanding you can identify areas where you can increase productivity and your firm's profits.  

To register for this program, send an e-mail to

For information and materials from past events, click here.

To register or for more information on this program and other services offered by the Practice Management Advisory Service you may contact: Daniel M. Mills, assistant director, or Rochelle D. Washington, senior staff attorney, at