Business Development 101: From Connection to Clients (Including 1 hour of Ethics)

Lana J. Manganiello
Alé Dalton
Cari Sheehan
Lana J. Manganiello | Law Firm Business Development Consultant
Alé Dalton | Bradley Arant Boult Cummings LLP
Cari Sheehan | Kelley School of Business

On-Demand: November 12, 2024

2 hour CLE

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Program Summary

Session I – Business Development 101: Key Strategies for Attorneys - Lana Manganiello and Alé Dalton

In this interactive CLE session, Lana Manganiello and Alé Dalton will guide attorneys through foundational strategies essential for long-term career success. Business development isn’t just about bringing in clients—it's about building relationships, establishing credibility, and aligning your work with your professional goals from the outset. Developing these skills early in your career ensures you have the tools and mindset to grow a sustainable practice over time.

Key topics to be discussed:

  • Starting Early with Strategic Focus: Why early attention to business development is critical and how it sets the foundation for a thriving legal career
  • Building Meaningful Relationships: Identifying key contacts and strategies for cultivating relationships that drive long-term success
  • Enhancing Visibility and Credibility: Practical ways to showcase expertise through writing, speaking, and networking in professional communities
  • Integrating BD Habits into a Busy Schedule: Strategies for seamlessly incorporating business development activities into daily practice

Session II – Ethical Boundaries in Attorney Advertising and Client Solicitation – Cari Sheehan

This session explores the ethical considerations when promoting legal services, interacting with potential clients, and engaging in marketing activities. Attorneys who attend will learn how to maintain truthfulness in advertising, avoiding solicitation of clients in a way that violates ethical standards, and respecting client confidentiality while promoting legal successes.

Key topics to be discussed:

  • Model Rule 1.6
  • Model Rule 7.1
  • Model Rule 7.2
  • Model Rule 7.3
  • Model Rule 8.4

This course is co-sponsored with myLawCLE.

Closed-captioning available

Speakers

Lana J. Manganiello_FedBarLana J. Manganiello | Law Firm Business Development Consultant

Lana J. Manganiello is a business development coach and trainer specializing in equipping legal professionals with practical skills and systematic approaches to foster growth and build lasting client relationships. With over 15 years of experience, Lana has partnered with both new and seasoned lawyers, helping them align their professional focuswith their values and goals, while enhancing their visibility and credibility among key contacts.

Lana is deeply committed to equity and access to justice, serving as President of the Board for the LA County Bar Association’s Counsel for Justice and as a member of the Board of Directors for the San Diego County Bar Foundation. She actively contributes to attorney development and diversity, equity, and inclusion initiatives through her involvement with the Legal Marketing Association, PDC, and NALP.

In 2024, Lana was recognized as a “Diversity, Equity, Inclusion & Accessibility Visionary” by Los Angeles Times Magazine, a “Global Leader in Legal Strategy and Consulting” by Lawdragon, and a “DEI Champion” by the Los Angeles Business Journal.

 

Alé Dalton_FedBarAlé Dalton | Bradley Arant Boult Cummings LLP

Alé Dalton is passionate about helping clients do business better by guiding them through the highly regulated landscape of the healthcare industry. As a partner in Bradley’s Healthcare Practice Group, which is consistently ranked by industry and legal publications as one of the top healthcare practices in the country, she prides herself on providing practical advice to her clients on a wide range of transactional, operational, and regulatory matters. Alé is experienced in negotiating complex transactions, counseling on licensing and accreditation standards, ensuring compliance of day-to-day operations, and evaluating clinical research arrangements.

As part of her practice, Alé is actively involved in efforts to meet the legal service gaps by staffing community legal clinics and through Bradley’s pro bono program. She cares deeply about the future of the legal profession, mentoring junior lawyers, and building the kind of law firm where folks can happily thrive. Alé serves as chair of the American Health Law Association’s Early Career Professionals Council, the vice chair of Bradley’s Lawyers of Color Resource Group, and a liaison for Bradley’s Women’s (Winn) Initiative. She previously served as a member of Bradley’s Recruiting Committee.

Alé’s philanthropic and professional achievements have been celebrated by her peers and community, including being named to the Nashville Post’s “In Charge – Legal” list and as one of Nashville’s “Top 30 Under 30.” She has been recognized in the Hispanic National Bar Association’s “Top Lawyers Under 40,” Best Lawyers: Ones to Watch, and Mid-South Super Lawyers’ “Rising Stars.” She is a recipient of the University of Tennessee Knoxville’s Alumni Promise Award, Bradley’s Cameron J. Miller Award for Excellence and Community Service, and the Nashville Emerging Leader Award.

Alé graduated from the University of Tennessee College of Law (cum laude), where she served as the executive editor of the Tennessee Law Review and a senior editor of Transactions: The Tennessee Journal of Business Law. She received her undergraduate degree (magna cum laude) from Lipscomb University.

 

Cari Sheehan_FedBarCari Sheehan | Kelley School of Business

Cari Sheehan is an Assistant Clinical Professor of Business Law & Ethics at the IU Kelley School of Business – Indianapolis where she currently teaches Commercial Law and Business Ethics. Additionally, Ms. Sheehan is an Adjunct Professor at the Robert H. McKinney School of Law where she has taught courses in Professional Responsibility, Torts, and Appellate Practice and Procedure. In practice, Ms. Sheehan is a Conflict Attorney with Scopelitis Garvin Light Hanson & Feary advising on conflicts and other ethical issues. Ms. Sheehan is a well-respected seminar and continuing legal education speaker covering a range of ethical issues across various platforms both locally and on a national level.

Agenda

Session I – Business Development 101: Key Strategies for Attorneys | 1:00pm – 2:00pm

  • Starting Early with Strategic Focus: Why early attention to business development is critical and how it sets the foundation for a thriving legal career
  • Building Meaningful Relationships: Identifying key contacts and strategies for cultivating relationships that drive long-term success
  • Enhancing Visibility and Credibility: Practical ways to showcase expertise through writing, speaking, and networking in professional communities
  • Integrating BD Habits into a Busy Schedule: Strategies for seamlessly incorporating business development activities into daily practice

Break | 2:00pm – 2:10pm

Session II – Ethical Boundaries in Attorney Advertising and Client Solicitation | 2:10pm – 3:10pm

  • Model Rule 1.6
  • Model Rule 7.1
  • Model Rule 7.2
  • Model Rule 7.3
  • Model Rule 8.4

Credits

Alaska

Approved for CLE Credits
1 Ethics, 1 General

Our programs are CLE-eligible through Alaska's recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 Ethics, 1 General

Arkansas

Approved for CLE Credits
1 Ethics, 1 General

Arizona

Approved for CLE Credits
1 Professional Responsibility/Ethics, 1 General

California

Approved for CLE Credits
1 Ethics, 1 General

Colorado

Pending CLE Approval
1 Ethics / Professionalism, 1 General

Connecticut

Approved for CLE Credits
1 Ethics / Professionalism, 1 Ethics / Professionalism

District of Columbia

No MCLE Required
1 Ethics Hours, 1 Law Practice Management Hours

Delaware

Pending CLE Approval
1 Enhanced Ethics, 1 General

Florida

Approved via Attorney Submission
1 Ethics, 1 General

Receive CLE credit in Florida via attorney submission.
Georgia

Approved for CLE Credits
1 Ethics, 1 General

Hawaii

Approved for CLE Credits
1.2 Ethics or Professional Responsibility Education, 1.2 General

Iowa

Pending CLE Approval
1 Ethics, 1 General

Idaho

Pending CLE Approval
1 Ethics / Professionalism, 1 General

Illinois

Approved for Self-Study Credits
1 Professional Responsibility, 1 General

Indiana

Approved for Self-Study Credits
1 Ethics, 1 NLS Credit

Kansas

Pending CLE Approval
1 Ethics / Professionalism, 1 Law Practice Management

Kentucky

Pending CLE Approval
1 Ethics, 1 General

Louisiana

Pending CLE Approval
1 Ethics, 1 Law Office Management

Massachusetts

No MCLE Required
1 Ethics Hours, 1 Law Practice Management Hours

Maryland

No MCLE Required
1 Ethics Hours, 1 Law Practice Management Hours

Maine

Pending CLE Approval
1 Ethics / Professionalism, 1 Ethics / Professionalism

Ethics credits can ONLY be earned through Live-Webcast programs, the Maine Board of Bar Examiners does not approve Ethics through On-Demand sessions.
Michigan

No MCLE Required
1 Ethics Hours, 1 Law Practice Management Hours

Minnesota

Approved for Self-Study Credits
1 Ethics, 1 General

Missouri

Approved for CLE Credits
1.2 Ethics, 1.2 General

Mississippi

Pending CLE Approval
1 Ethics, 1 General

Montana

Pending CLE Approval
1 Professional Fitness and Integrity, 1 General

North Carolina

Pending CLE Approval
1 Ethics, 1 General

North Dakota

Approved for CLE Credits
1 Ethics, 1 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 Professional Responsibility, 1 General

myLawCLE reports attendance to Nebraska on each attorney's behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 Ethics / Professionalism, 60 Ethics / Professionalism

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 Ethics / Professionalism, 1.2 General

Our programs are CLE-eligible through New Jersey's recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for Self-Study Credits
1 Ethics / Professionalism, 1 General

Nevada

Approved for Self-Study Credits
1 Ethics / Professionalism, 1 General

New York

Approved for CLE Credits
1.2 Ethics / Professionalism, 1.2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group "B".
Ohio

Pending CLE Approval
1 Professional Conduct, 1 General

Oklahoma

Pending CLE Approval
1 Ethics / Professionalism, 1 General

Oregon

Approved for Self-Study Credits
1 Ethics, 1 General

Pennsylvania

Approved for Self-Study Credits
1 Ethics / Professionalism, 1 General

Rhode Island

Pending CLE Approval
1 Ethics / Professionalism, 1 General

South Carolina

Pending CLE Approval
1 Ethics / Professionalism, 1 General

South Dakota

No MCLE Required
1 Ethics Hours, 1 Law Practice Management Hours

Tennessee

Approved for Self-Study Credits
1 Dual, 1 General

Texas

Approved for CLE Credits
1 Ethics / Professionalism, 1 General

Utah

Pending CLE Approval
1 Ethics / Professionalism, 1 General

Virginia

Not Eligible
1 Ethics / Professionalism Hours, 1 General Hours

Vermont

Approved for CLE Credits
1 Ethics, 1 Law Practice Programming

Washington

Approved via Attorney Submission
1 Ethics, 1 Other (Office Management)

Receive CLE credit in Washington via attorney submission.
Wisconsin

Approved for Self-Study Credits
1 General

West Virginia

Pending CLE Approval
1.2 Ethics / Professionalism, 1.2 General

Wyoming

Pending CLE Approval
1 Ethics / Professionalism, 1 General

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