TLOMA Finance SIG - Beyond the Balance Sheet: A Finance Leaders' Roundtable on Law Firm Operations

Managing the finances of a law firm comes with unique challenges — from navigating trust accounting requirements to balancing operational demands with limited resources.

Join us for a candid, peer-to-peer conversation with finance leaders who are tackling these issues every day. This virtual roundtable is designed to be interactive and discussion-driven — not a lecture.

Come ready to participate, share your insights, ask your questions, and learn from others facing similar realities. Whether you’re a seasoned CFO or a manager wearing multiple hats, you’ll leave with practical ideas you can implement immediately.

What We’ll Cover:

• Finance team resourcing
  How firms are allocating resources effectively

• Month-end and year-end close processes
  Efficiency strategies, workflow improvements, and reducing bottlenecks

• Financial accounting systems & software considerations
  Evaluating tools, integrations, and reporting capabilities

• Reporting to law firm management
  Delivering meaningful financial insights to partners and leadership

• The growing role of technology and AI in law firm financial management
  Automation, forecasting tools, and practical implementation considerations

This is a conversation — not a presentation. Bring your perspective, your challenges, and your questions!

SPEAKER(S)

Bilal Khan - TLOMA 2025-2026 Finance SIG Leader

Email

Meghan Bhoorasingh

Ani Tchakmakjian

Sharon VanEerden

Tom Wolfenden

Email