Management Services Organizations in Healthcare and Now Law Firms
David Holt is the founder and CEO of Holt Law, a Minnesota and California-licensed firm that helps healthcare entrepreneurs navigate their industry's unique legal challenges. Drawing on extensive experience advising healthcare professionals, medical spa owners, and group home operators, David specializes in regulatory frameworks and liability protection for group homes and licensed residential care settings.
Live Video-Broadcast: February 27, 2026
1.5 hour CLE
Tuition: $195.00
Co-Sponsored by myLawCLE
Get this course, plus over 1,000+ of live webinars.
Learn More
Training 5 or more people?
Sign-up for a law firm subscription plan and each attorney in the firm receives free access to all CLE Programs
Program Summary
Management Services Organizations (MSOs) have become the backbone of modern professional services, starting in healthcare and now gaining momentum in the legal industry. By separating licensed work from business operations, MSOs allow clinicians and attorneys to focus on what they do best while operators, managers, or investors handle the systems that drive growth. This model solves compliance challenges like CPOM and CPOL, unlocks scalability, and brings startup-level efficiency to traditionally slow, overburdened professions.
Key topics to be discussed:
- How MSOs support healthcare practices and why the model is now expanding into law firms
- The role of Corporate Practice of Medicine/Law restrictions and why MSOs are the compliant solution
- What MSOs actually manage: Operations, HR, billing, IT, marketing, and strategic growth
This course is co-sponsored with myLawCLE.
Date / Time: February 27, 2026
- 1:00 pm – 2:40 pm Eastern
- 12:00 pm – 1:40 pm Central
- 11:00 am – 12:40 pm Mountain
- 10:00 am – 11:40 am Pacific
Closed-captioning available
Speakers
David Holt | Holt Law
David Holt is the founder and CEO of Holt Law, a Minnesota and California-licensed firm that helps healthcare entrepreneurs navigate their industry’s unique legal challenges. Drawing on extensive experience advising healthcare professionals, medical spa owners, and group home operators, David specializes in regulatory frameworks and liability protection for group homes and licensed residential care settings. His expertise enables clients to grow their businesses with confidence and sustainability. Beyond his legal practice, David is the Founder and CEO of DocuHealth, a platform that makes essential legal documents and training accessible to healthcare professionals. In addition to leading Holt Law, David is the author of an upcoming book on healthcare legal strategies for business owners, set to launch in 2025. When he isn’t practicing law, David can be found traveling, cold plunging, working out, speaking, hosting his firm podcast and weekly educational show, and advocating for improvements at the intersection of healthcare and legal compliance. Learn more about David’s work and Holt Law at djholtlaw.com.
Agenda
I. How MSOs support healthcare practices and why the model is now expanding into law firms | 1:00pm – 1:30pm
II. The role of Corporate Practice of Medicine/Law restrictions and why MSOs are the compliant solution | 1:30pm – 2:00pm
Break | 2:00pm – 2:10pm
III. What MSOs actually manage: Operations, HR, billing, IT, marketing, and strategic growth | 2:10pm – 2:40pm
Credits
Alaska
Approved for CLE Credits
1.5 General
Alabama
Pending CLE Approval
1.5 General
Arkansas
Approved for CLE Credits
1.5 General
Arizona
Approved for CLE Credits
1.5 General
California
Approved for CLE Credits
1.5 General
Colorado
Pending CLE Approval
1.5 General
Connecticut
Approved for CLE Credits
1.5 Ethics / Professionalism
District of Columbia
No MCLE Required
1.5 CLE Hour(s)
Delaware
Pending CLE Approval
1.5 General
Florida
Approved via Attorney Submission
2 General Hours
Georgia
Approved for CLE Credits
1.5 General
Hawaii
Approved for CLE Credits
1.8 General
Iowa
Pending CLE Approval
1.5 General
Idaho
Pending CLE Approval
1.5 General
Illinois
Approved for CLE Credits
1.5 General
Indiana
Approved for CLE Credits
1.5 NLS Credit
Kansas
Pending CLE Approval
1.5 Law Practice Management
Kentucky
Pending CLE Approval
1.5 General
Louisiana
Pending CLE Approval
1.5 Law Office Management
Massachusetts
No MCLE Required
1.5 CLE Hour(s)
Maryland
No MCLE Required
1.5 CLE Hour(s)
Maine
Pending CLE Approval
1.5 General
Michigan
No MCLE Required
1.5 CLE Hour(s)
Minnesota
Approved for CLE Credits
1.5 General
Missouri
Approved for CLE Credits
1.8 General
Mississippi
Pending CLE Approval
1.5 General
Montana
Pending CLE Approval
1.5 General
North Carolina
Pending CLE Approval
1.5 General
North Dakota
Approved for CLE Credits
1.5 General
Nebraska
Pending CLE Approval
1.5 General
New Hampshire
Approved for CLE Credits
90 Ethics / Professionalism minutes
New Jersey
Approved for CLE Credits
1.8 General
New Mexico
Approved for CLE Credits
1.5 General
Nevada
Approved for CLE Credits
1.5 General
New York
Approved for CLE Credits
1.8 General
Ohio
Approved for CLE Credits
1.5 General
Oklahoma
Pending CLE Approval
2 General
Oregon
Pending CLE Approval
1.5 General
Pennsylvania
Approved for CLE Credits
1.5 General
Rhode Island
Pending CLE Approval
2 General
South Carolina
Pending CLE Approval
1.5 General
South Dakota
No MCLE Required
1.5 CLE Hour(s)
Tennessee
Approved for CLE Credits
1.5 General
Texas
Approved for CLE Credits
1.5 General
Utah
Pending CLE Approval
1.5 Professionalism & Civility
Virginia
Not Eligible
1.5 General Hours
Vermont
Approved for CLE Credits
1.5 Law Practice Programming
Washington
Approved via Attorney Submission
1.5 Other (Office Management) Hours
Wisconsin
Pending CLE Approval
1.5 Law Practice Management
West Virginia
Pending CLE Approval
1.8 General
Wyoming
Pending CLE Approval
1.5 General
More CLE Webinars
Trending CLE Webinars
Upcoming CLE Webinars
![Attorney–Client Privilege and Work Product: Managing Waiver Risk, Internal Investigations, Regulatory Scrutiny, and Third-Party Communications (2026 Edition) [Includes 1 Ethics hour]](https://federalbarcle.org/wp-content/uploads/2026/01/Product_img_-Attorney–Client-Privilege-and-Work-Product.jpg)
© 2026 Federal Bar Association