MBA Essentials for Legal Professionals
As an attorney and California licensed CPA, Michael G. Polis’ practice focuses on Knox-Keene Act licensed health care service plans and insurance regulatory matters. In addition, he represents health care providers, including physicians, dentists, optometrists, MSOs, IPAs and practice management companies. Michael provides legal services to Narcotic Treatment Programs, residential and non-residential alcohol and substance abuse facilities and Federally Qualified Health Centers.
2 hour CLE
Get this course, plus over 1,000+ live webinars.
Learn More
Program Summary
Session I - Strategic Business & Financial Insights for Legal Professionals
This session explores essential business and management concepts relevant to legal and corporate professionals. It delves into key financial ratios and practical data analysis methods, providing insights into evaluating business performance through financial metrics to support informed decision-making. In HR and organizational behavior principles for effective management, it discusses leadership strategies, employee motivation, and workplace dynamics that foster a productive work environment. The examination of strategic business planning and SWOT analysis techniques outlines approaches for identifying strengths, weaknesses, opportunities, and threats to drive effective long-term strategies. Additionally, the focus on technology and data security in legal and business contexts highlights the importance of protecting sensitive information, maintaining regulatory compliance, and utilizing technology to enhance operational efficiency.
Key topics to be discussed:
- Key financial ratios and practical data analysis methods
- HR and organizational behavior principles for effective management
- Strategic business planning and SWOT analysis techniques
- Technology and data security in legal and business contexts
Session II - Financial & Ethical Foundations for Legal Professionals
This session provides valuable insights into key financial and ethical aspects of legal practice. It explores business analytics and financial statement analysis, emphasizing the importance of understanding financial data to assess business performance and support legal decision-making. In essential accounting and taxation basics for legal professionals, it covers fundamental accounting principles and tax regulations that lawyers should be familiar with to effectively advise clients on financial matters Additionally, the discussion on ethical considerations in business law and client representation highlights the critical role of professional responsibility, addressing conflicts of interest, confidentiality, and compliance with legal ethics in corporate and financial transactions.
Key topics to be discussed:
- Business analytics and financial statement analysis
- Essential accounting and taxation basics for legal professionals
- Ethical considerations in business law and client representation
This course is co-sponsored with myLawCLE.
Date / Time: December 19, 2025
- 2:00 pm – 4:10 pm Eastern
- 1:00 pm – 3:10 pm Central
- 12:00 pm – 2:10 pm Mountain
- 11:00 am – 1:10 pm Pacific
Closed-captioning available
Speakers
Michael G. Polis | Wilke Fleury
As an attorney and California licensed CPA, Michael G. Polis’ practice focuses on Knox-Keene Act licensed health care service plans and insurance regulatory matters. In addition, he represents health care providers, including physicians, dentists, optometrists, MSOs, IPAs and practice management companies. Michael provides legal services to Narcotic Treatment Programs, residential and non-residential alcohol and substance abuse facilities and Federally Qualified Health Centers.
He also provides legal counsel to individuals and business entities on tax, 1031 Exchanges, bankruptcy and general corporate-related legal issues. The emphasis of Michael’s practice is the licensing of healthcare facilities, HMOs and insurers. In addition, Michael teaches business law, legal research and writing at the University of California, Davis and his extensive writings on healthcare-related issues have appeared in The Sacramento Lawyer, the California Optometric Association’s monthly newsletter and Sacramento Medicine and Solano Physician magazines.
Lawyer and CPA by day, in his free time Mike runs his family sheep ranch at the base of the Sierra Nevada in a small rural farming community. When he is not farming or flying his Piper Cherokee 6 aircraft throughout California, Mike enjoys spending time with his family and cheering for the Bruins at UCLA football games.
Agenda
Session I – Strategic Business & Financial Insights for Legal Professionals | 2:00pm – 3:00pm
- Key financial ratios and practical data analysis methods
- HR and organizational behavior principles for effective management
- Strategic business planning and SWOT analysis techniques
- Technology and data security in legal and business contexts
Break | 3:00pm – 3:10pm
Session II – Financial & Ethical Foundations for Legal Professionals | 3:10pm – 4:10pm
- Business analytics and financial statement analysis
- Essential accounting and taxation basics for legal professionals
- Ethical considerations in business law and client representation
Preview
More CLE Webinars
Trending CLE Webinars
Upcoming CLE Webinars
![5th Annual Tax Rep Summit [3-Day Event] (Presented by Tax Rep)](https://miamidadebarcle.org/wp-content/uploads/2025/10/Product_img_-5th-Annual-Tax-Rep-Summit.jpg)
© 2025 Miami Dade Bar