Finance Module 2: Practical points to improve profits and cash

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  • All Levels
  • Released 22nd Jan 2024
  • Andy Poole
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  • This is the second of two finance modules which forms part of the PathToPartner training programme for lawyers on the cusp of partnership or newly appointed partners.

PathToPartner is a comprehensive programme of non-technical skills to help lawyers with BD, Finance, and HR/People issues.

This is a shortened version of the programme that we run in person in-house at law firms.

Learning Objectives:

This module therefore builds on Finance Module 1, in assessing how the theory turns into practice. It covers:

  • The work flow cycle
  • Important aspects of the work flow cycle to focus on
  • Getting instructions right
  • Effective conversations with clients
  • Avoiding scope creep
  • Areas to focus on to remove log jams
  • Pricing to maximise recoveries



Your CPD Certificate can be found in your Account.

Andy Poole

Legal Sector Partner • Armstrong Watson

Andy is the Legal Sector Partner at Armstrong Watson, a top 30 UK firm of Chartered Accountants and Financial Advisers. Andy heads the firm’s nationwide services to the legal sector, covering all of the firm’s 18 offices. He has specialised exclusively in the legal sector since 2004. Andy helps firms to improve by providing valuations, merger and acquisition advice, benchmarking, strategic consultancy and training courses. He understands and proactively informs law firms on issues that may impact on them. Andy speaks at national solicitors’ conferences and is a regular contributor to the legal press. Andy is co-author of the Law Society’s toolkit on financial stability and also co-author of Adjusting the Numbers: The Future of Finance in Law Firms, published by ARK Group. Andy works with law firms throughout the UK.

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