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Protect What You’ve Built. Plan for What’s Next.

 

The right succession plan protects your clients, your culture, and your momentum. Whether your timeline is months or years out, this is the foundation you need to move forward with confidence. 

CLM®️ Recertification Credit: 1 hour in Legal Industry/Business Management

SECURE YOUR SPOT
World-Class Teaching

Learn from one of Affinity Consulting's experts,
Suzette Welling, CLM

Questions Answered Live

Ask your questions before you forget them and get
the clarity you need

On-Demand Availability

Revisit lessons on your schedule, or just refresh your memory on key details

The best time to plan succession was yesterday. The next best is now.

 

When senior partners retire, they don’t just step away—they take key client relationships, hard-earned trust, and deep institutional knowledge with them. 

Without a clear plan, transitions like this can shake your firm’s foundation. 

 

This webinar gives you a strategic path forward—so you can lead the transition on your terms and keep your firm strong through the change. 

 

In just one hour, you’ll learn how to: 

  • Identify and prepare the right future leaders 
  • Transition client relationships with trust and transparency 
  • Align your plan with your firm’s long-term goals and values 
  • Avoid the pitfalls that stall or derail firm transitions 
  • Take meaningful action—starting now 
     

Leadership transitions will come. Be ready for what’s next.

 

SECURE YOUR SPOT

Your next leadership transition can be smooth, strategic, and fully on your terms.

Navigating the Transition: Strategic Partner Succession Planning for Law Firms

FREE

June 25 | 1:00 pm ET | CLM®️ Recertification Credit: 1 hour in Legal Industry/Business Management

  • Avoid the pitfalls that stall or derail firm transitions 
  • Align your plan with your firm’s long-term goals and values 
  • Transition client relationships with trust and transparency 
  • Identify and prepare the right future leaders 
  • Take meaningful action—starting now 
SECURE YOUR SPOT

About Suzette Welling, CLM

Suzette Welling, CLM, joined Affinity Consulting in 2025 with over 25 years of C-suite law firm management experience. Her expertise includes strategic planning, finance, HR, IT, and more.

Awarded CFO of the Year in 2009 and earning her CLM in 2018, she is recognized for her comprehensive legal management skills.

At Affinity, she uses her deep understanding of law firm needs to help both small and large firms improve operations and gain a competitive edge.

Frequently Asked Questions

About Affinity Consulting Group

For more than 20 years, Affinity’s consultants have worked tirelessly with legal organizations to help them find better ways of working. With unmatched legal experience, Affinity Consulting Group is uniquely positioned to provide our clients with the kind of insight and expert guidance they need to build thriving law practices and legal departments.

Our value lies in our diversity of skill, our deep industry expertise, and our holistic approach, combined with a vast network of partners and resources. Far more than just a technology solution provider, Affinity Consulting Group helps legal firms and departments—both large and small—optimize every aspect of their organizations. We save you time, we save you money, and we help set the stage for your long-term success.