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Helping Social Security Disability practices all over the United States become more successful & more profitable with marketing and law firm business systems. The Powerhouse Practice Podcast - SUPERCHARGING Your Social Security Disability Practice with Nancy L. Cavey.
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Pioneers and Pathfinders is a podcast about the people driving change in the legal industry. Interviews will focus on how their unique journeys inform their thinking about the profession, the business of law, the solutions they create, and where the industry is going next. The podcast will feature guests with multiple backgrounds and perspectives drawn from a number of areas including talent, technology, diversity and inclusion, social justice, education, training, and the business of law. T ...
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Most business owners avoid documenting their core business processes (even though they’re key to building a business that works without them) so we decided to do if for them. We interview industry experts and have them share their best small business systems and processes. Our team then converts those interviews into procedure templates that you can duplicated, customised and deployed within your business. It’s the quickest, easiest and efficient way to build a systemised business.
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The Agile Attorney podcast teaches legal professionals how to streamline their legal workflows using the principles, practices, and tools of the Kanban Method. Join Accredited Kanban Trainer and award-winning legal operations professional John E. Grant as he shares the keys to implementing effective strategies, practices, and technologies to drive true efficiency in your legal processes. For more information on how John can help you develop an agile mindset and bust through your legal delive ...
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Hey there, I’m Michelle and I love all things Jesus, business and church finances! I help church finance individuals just like you go from feeling confused and frustrated with what you don’t know about church finances, to being more confident in your role while increasing your proficiency and expertise in the church finance realm. Are you tired of Google searches that result in endless pages of answers to your questions about church finances, housing allowances and clergy taxes? Do you need ...
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In this episode, discover the 'secret weapon' to an efficient, creative, and productive workflow in the music industry. Learn about the challenges Vocal Manoeuvres Academy faced and how SYSTEMology not only streamlined their operations but also reignited their passion for both business and art. Support the show: https://www.systemhub.com/podcast Se…
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In this episode, learn about process re-engineering and becoming an AI-first company with Shannon Smit from Smart Business Solutions. Shannon shares her experience of integrating AI into her accounting practice, how her team responded to the technological advancements, and the impact on their day-to-day operations. This conversation is a case study…
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One common anti-pattern I run into in working with lawyers and law practices is people who are constantly looking for little efficiencies to try to improve particular parts of their practice or their legal workflow. But sometimes, finding those short-term efficiencies, even if they work in the short term, can actually cut against the long-term prod…
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In this week’s episode, we're speaking with a legal tech entrepreneur who operates at the intersection of generative AI and access to justice. Today's guest, Kara Peterson, is co-founder of descrybe.ai, a free legal research tool leveraging AI to make complex legal information more accessible to professionals and laypeople alike. For several years,…
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Webinar sign up page! Year end Wrap up I was recently asked what services a professional bookkeeper could offer to churches. I share in today's episode the services I offer through my firm that I recommend other bookkeepers offer as well. xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownE…
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As professionals, it's easy to jump to conclusions about what clients need based on our experience and the patterns we see emerging. But in making these assumptions, are we missing a critical opportunity to truly connect with them by not taking the time to understand their individual motivations and worries? Tune in this week as I explore why givin…
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This week, we're joined by Brian Corbin, Vice President of Legal Solutions and Operational Excellence at QuisLex, an alternative legal services provider that specializes in managed document review, contract management, compliance services, legal spend management, and legal operations consulting. Brian started his career at the moment in time when t…
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New Harassment Law from the EEOC is discussed to make you aware of who it affects in your church and how you should respond. https://www.eeoc.gov/laws/guidance/enforcement-guidance-harassment-workplace xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEA Disclaimer: The information provide…
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As law practice owners, we can gain valuable insights by looking outside of the legal industry. Today, I'm excited to bring you an interview with Michael Clarke. Michael is the co-owner of the financial advisory firm Protection Point Advisors and co-author of the book A Firm Worth Building: Running a Better Professional Business. Tune in this week …
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As the summer comes to an end, many in the legal world will soon return to academic settings as students or as educators. So, this week, we wanted to look back on a wonderful discussion we had with Andrew Perlman, Dean at Suffolk University Law School. In this episode, Dean Perlman spoke about his various roles as a leader in the legal industry, an…
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With the newest updates in the FLSA and salary requirements, there have been questions about how the State labor laws come into play. In today's episode, we discuss a couple of the sections of labor law and how each is affected. I am only providing you with a summary of research that I have done and am NOT providing legal advice. Take a listen. xo,…
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In this episode, get to know the driving force behind Lime Therapy and their experiences in systemizing the business. Discover how they implement SYSTEMology principles to overcome challenges and witness the transformation it brings to their work culture. Learn about the business owner's personal transition from being a non-systems person to embrac…
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Are you a struggling solo attorney trying to get more clients in the door? Before you turn to an expensive technology solution, it's important to take a step back and fully understand the nature of the problem you're trying to solve in your law practice. I'm all for utilizing tech, but it's dangerous to imbue technology with too many magical proper…
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Today we’re replaying our episode with Ilona Logvinova. When we spoke with Ilona, she was managing counsel for McKinsey Digital and Head of Innovation for McKinsey Legal. Since then, she has become director of Practice Innovation at Cleary Gottlieb Steen & Hamilton LLP. In our discussion, Ilona talked about her unique role at McKinsey, reimagining …
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Here is my disclaimer… I am NOT providing legal advice here, I am simply telling you what I have learned so far about the new rules going into effect. xo,MichelleNext Steps: Click below to learn more about me and my current offers https://my.linkpod.site/MBrownEAעל ידי Michelle R Brown, EA, Christian Business Mentor, Enrolled Agent
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In this latest episode, we're diving into the realm of digital decluttering and efficiency. Learn the importance of a simple file organization system that can be applied to Mac, PC, and Cloud platforms. Our expert guest, Shawn Lemon, founder of The Digital Organizer, shares invaluable insights on streamlining digital workspaces, making it easier fo…
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Do you feel like you're stuck on the hamster wheel of your law practice, constantly working on being more productive as an individual, but never getting ahead? It's time to explore how shifting your mindset from individual excellence to team excellence can help you break free and build a thriving, sustainable firm. Tune in this week to discover cri…
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Last week, our virtual roundtable series returned with a fourth installment focusing on the company boardroom and how boards of directors can successfully navigate the high-stakes leadership decisions that are emerging with the rise of generative AI. Our panelists—Marissa Geist, Chief Executive Officer at Cielo Talent; Camille Olson, Partner at Sey…
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Engaging your team around process improvement is a vital part of successfully implementing changes in the way you work in your law practice. When everyone is on the same page, working toward the same goals while you empower each member of your team to demonstrate leadership in their field of expertise, process improvement becomes an easier proposit…
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Hello everyone, and welcome to today's episode of the Church Finance & Minister Tax Podcast. I'm your host, Michelle Brown, and today we're diving into a fascinating court case that highlights the importance of understanding tax codes and meeting filing deadlines when it comes to churches and Social Security taxes. In this episode, we'll explore th…
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Are you struggling to keep up with your law practice workload, like there's never enough time to get everything done? You may be operating at or over your practice's ideal effective capacity, meaning just one or two small tasks added to your team's workload could potentially grind everything to a halt. In this episode, you'll discover the three key…
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Today we welcome back to the podcast Jacqueline Schafer, founder and CEO of Clearbrief. Jacqueline is an entrepreneur who previously worked as a Paul Weiss litigator, in-house counsel, and assistant attorney general. Clearbrief is a legal tech company with the goal of transforming the legal writing process. Last year, the company launched its own s…
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As a tax professional, I am required by the Federal Trade Commission to take regular ongoing cybersecurity awareness training and I also have to have specific software in place to protect client data per FTC AND IRS requirements. Today, I will share some practical tips I have learned from my cybersecurity training to help protect your church from f…
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A common piece of conventional wisdom around how law firms prioritize their work is that they should organize everything around deadlines and due dates. While deadline-driven prioritization does have a place, it's my experience that there's a better technique that law firms should be adopting as their default prioritization method: first-in first-o…
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This week, we welcome Kimberly Fine and Neil Handwerker, co-founders of ex judicata, an organization which helps lawyers seeking new careers in other fields. Neil started as a law firm associate, but soon left practice to pursue business. Prior to developing ex judicata, he worked in legal recruiting for 15 years, placing partners and associates in…
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In this latest episode, get inspired by how implementing systems and processes not only propelled a solo carpenter's growth to managing a $15 million custom home business but also allowed for personal freedom and scalability. Dive into the full conversation to discover the practical steps, mindset changes, and strategic implementation of systems th…
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It's here!!!! My new course is launching TODAY! You only have until July 31st to get in on the initial launch of this exciting and informative course! See below for all the links!!xo,MichelleNext Steps: Click below to learn more about me and my current offers https://www.my.linkpod.site/MBrownEA Intro to Church Finances course…
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Are you ready to transform your team's productivity from the ground up? David Allen, author of the groundbreaking book "Getting Things Done," explores the application of GTD principles in a team setting. This could be a turning point for your team. Whether you want to reinvigorate an established team or lay the foundations for a new one, you will l…
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Why is the concept of "start with what you do now" crucial for creating meaningful and durable change in your law practice? This principle helps you understand your current processes and the people involved in them, recognizing why you are where you are, so you can make more informed decisions about how to move forward. Tune in this week for a dive…
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Today we're joined by a true pioneer in the legal profession: Sanjay Kamlani, founder and CEO of Maker5, a law firm innovation advisory and software development services business that also builds new legal industry startups through its venture studio. Sanjay started his career as an international tax lawyer at PricewaterhouseCoopers (PwC), focusing…
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Information the IRS requests on Schedule A of Form 1023: A recognized creed and form of worship, A definite and distinct ecclesiastical government, A formal code of doctrine and discipline, A distinct religious history, A membership not associated with any other church or denomination, Ordained ministers ministering to the congregation, Ordained mi…
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Melissa Shanahan, founder of Velocity Work and host of The Law Firm Owner Podcast, teaches her clients a planning and accountability method she calls Monday Map/Friday Wrap. This method highlights some vital parts of the Agile practices of weekly planning and weekly review meetings. Monday Map/Friday Wrap is about creating micro-feedback loops with…
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Keith Maziarek joins us on the podcast today. Keith is Director of Pricing and Legal Project Management at Katten Muchin Rosenman. Keith entered the legal world as a Marketing and Communications Manager at the ABA, where he learned about working with lawyers, as well as the business side of the industry. He later went on to serve as a business deve…
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Visualizing your work on a Kanban Board can be a life-changing improvement to your and your team's overall productivity. But adopting the board as a tool and the Kanban method more broadly can be a little uncomfortable at first, especially when you see all of your to-dos laid out in one place. So, how do you stick with change, like using a Kanban B…
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In honor of Independence Day, we're revisiting our discussion with Cindy Cohn, executive director at the Electronic Frontier Foundation (EFF). For many years, Cindy has been a champion for civil liberties in the digital space. In our conversation, she spoke about the EFF's history and mission, as well as the human rights issues she focuses on today…
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ISSUES: Whether petitioners are entitled to deduct job expenses and certain miscellaneous expenses totaling $37,535 for the 2014 tax year. FACTS: Petitioners, MInister and his wife, resided in Oklahoma and filed a joint federal income tax return. Minister was a staff pastor, and his wife was a salesperson and later a teacher. They moved from Oklaho…
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The lawyer shortage is a complex issue with multiple factors at play, but the impacts are becoming apparent everywhere, from the public defender crisis to the civil access to justice gap, to the fierce competition for hiring and retaining mid-career associates. But what are the roots of this lawyer shortage? Tune in this week to discover what I bel…
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Today’s episode is part two of our conversation with Steve Harmon, chief operating officer and general counsel at Elevate. Last week, Steve spoke with us about why he decided to become a lawyer, his insights on the business of law, working in Cisco’s legal department, and how he co-founded CLOC.In the second half of our discussion, we talk to Steve…
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Scaling a supplements business with systems. Listen to Haley Santos, Systems Champion at BiOptimizers - a thriving health and supplements company. In this episode, Haley shares her journey and experiences in the role, offering insights on transitioning into a Systems Champion position, the specific traits of an exceptional Systems Champion, and how…
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"In today's episode, we're exploring 'Ways to Reduce Taxable Income for Ministers.' Ministers often face unique tax challenges, balancing their roles as both employees and self-employed individuals. We'll uncover effective strategies to legally minimize taxable income, with a special focus on salary reduction agreements and the option to refuse par…
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I've spoken before about the importance of making policies explicit. But what does it mean to draft an effective policy in your law firm? Tune in this week to discover what I believe are the elements that comprise a good policy, and learn how to get your team on board in implementing your policies. I share a template for writing effective policies …
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Join our deep dive with Annie Hyman Pratt who shares her expertise on ·The People Part' of business, aka the heartbeat of every great company! With her track record of scaling Coffee Bean and Tea Leaf to 70 stores, she knows how to build strong teams and leaders. Support the show: https://www.systemhub.com/podcast See omnystudio.com/listener for pr…
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Episode Date: June 18, 2024 Episode Summary: It is June and it is HOT! That means the year is halfway over, so now is the perfect time to conduct your mid-year review. In today's episode, we discuss the importance of performing a mid-year review for your church and the three key areas that require your attention: Budget, Contributions, and Minister…
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One of the features of modern business is that there's tons of pressure to grow, scale, and do more with less. Lawyers and their teams aren't exempt from this expectation. It makes sense to leverage our resources and our impact. However, growth for the sake of growth isn't necessarily the healthiest approach for your business, or for the people in …
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In this week’s episode, we speak with Steve Harmon, chief operating officer and general counsel at Elevate, a company that provides software and services for the intersection of business and law. Like many of our guests, Steve has had an unconventional—but truly fascinating—career path. While attending undergrad at BYU, he and some of his classmate…
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The current scam going around for QuickBooks is discussed in today's episode. I share the "red flags" to look for along with other helpful information. QBES Care Support 888-702-5228 QB Support 800-446-4484 to report a scam security@intuit.com xo,MichelleNext Steps:Grab Your Freebies: Six Steps to Doing Business God's Way biz owners A QuickStart Gu…
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In past episodes, I’ve talked in detail about individual practices and how the Kanban method has upleveled them, and today’s show provides living proof. That’s because I’m talking with two clients of mine, Jess Birkin and Megan Heitkamp, of the Birkin Law Office, about the start of their practice and how they’ve transformed their business with syst…
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Today we're joined by Carolyn Elefant, a change-maker in energy and environmental justice law specifically, as well as the legal profession generally. Carolyn is an attorney and an author, blogger, and legal innovation influencer at MyShingle.com. She started as a lawyer at the Federal Energy Regulatory Commission (FERC). After working in a law fir…
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Welcome to The Church Finance & Minister Tax Podcast! Are you ready to safeguard your church's financial health? Join us as we uncover common pitfalls and share tips for financial compliance. From avoiding the commingling of funds to reporting taxable income, get ready to empower your church with the knowledge it needs. Stay tuned for valuable insi…
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