Virtual Seminar Replay – The Flourishing Law Firm: Strategic planning, culture, and succession for small and mid-sized firms (CPD 447)

Qualifies for 3.0 CPD Hours. Pre-recorded.

Running a small or mid-sized law firm is challenging and raises big, often competing questions. How to lead the firm while taking good care of the clients? How do we decide where the firm is heading, and actually get there? Why do good plans so often stall in implementation? How do we find the right people, and keep them engaged and performing as the firm grows? And how do we proactively address topics like succession, leadership transition, and the future of the firm before a crisis forces the issue?

This practical, three-part session brings strategy, culture, and succession planning together in a way that reflects the real operating conditions of smaller firms. Rather than treating these as separate topics, the program focuses on how they work together — and why alignment between them is essential for execution, continuity, and sustainability.

In this presentation, you will learn:

• How to create and engage your team in a clear, usable strategic plan that fits the realities of small and mid-sized firms
• Why culture determines whether strategy ever gains traction — and how to cultivate culture intentionally
• How to translate culture into practical conditions that support motivation, accountability, follow-through and retention
• How strategy and culture shape key succession decisions, including whether you’re running a practice or building a firm meant to endure
• How to approach leadership and lawyer transitions so knowledge, relationships, and momentum aren’t lost

Join Carina Bittel and Allison Wolf for a candid, solutions-focused conversation grounded in real firm experience, concrete examples, and practical frameworks you can apply immediately in your own firm.

About the Presenters
Allison Wolf is a leadership coach and strategic advisor working with lawyers and law firms across Canada and the United States, with a particular focus on small and mid-sized firms. She brings over two decades of experience supporting lawyers in developing thriving legal practices and law firms, including extensive work with firm founders, partners, and future leaders.

Allison’s coaching practice is grounded in neuroscience, helping lawyers and law firms take a brain-aligned approach to leadership, productivity, growth and sustainable success. Allison is the creator of RECLAIM, a practical cultural operating system for law firms grounded in neuroscience and psychology, designed to help firms translate strategy into action through engaged, accountable teams.

She is the founder of The Flourishing Law Centre, a membership-based coaching program supporting law firm leaders in building sustainable, human-centred firms, and she regularly develops practical resources and tools for the profession, including a free Resource Kit for law firm leaders focused on strategy, culture, and succession. You can reach Allison at [email protected] or learn more about Allison and Carina’s work here on their website: https://thelawyercoach.com

Carina Bittel is a strategy and leadership advisor working with law firms throughout Canada, with focus on smaller and mid-size firms. Her practical approach draws on nearly 25 years of experience in law firm management, including 8 years as Chief Operating Officer at one of Vancouver’s largest law firms. Her consulting practice is focused on strategic planning initiatives and leadership advice, particularly for partnerships facing a time of significant change, challenge or transition, and firms who are “stuck” and looking to pursue their unique next level. You can reach Carina at [email protected]

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For this virtual activity, registration closes thirty minutes before the program start time. Materials’ links are typically available two business days in advance of the program date (subject to availability and where applicable). Registrations received within two business days of the date of the program may result in not receiving materials’ links until the program date.

Program formats and dates are subject to change. Prices are subject to GST. This program is being recorded and will be available to registrants and on-demand subject to any issues with the recording. We reserve the right to change speakers, modify the program schedule, and/or revise content if necessary. In the unlikely event that the Law Society of Saskatchewan is forced to modify its program schedule, registrants will be notified.