Hanging Your Shingle 2009 - By Choice or Circumstance - WEBCAST
August 2009
Hanging Your Shingle 2009 - By Choice or Circumstance - WEBCAST
LIVE WEBCAST INFORMATION:
For more information on participating via webcast, go to:
Information and instructions regarding connecting to the webcast will be e-mailed to you approximately 5-10 business days before the webcast.
Non-CBA Members may qualify for dues assistance. Contact the CBA for more information. (303)860-1115
Program Highlights
- Is Solo Practice or Starting a Small Firm For You?
- Other Business Arrangements - How To Choose
- Choice of Entity for Practice
- Technology is Your Best “Partner”
- Bookkeeping and Recordkeeping - When Will I Have Time?
- Marketing and Business Development - the Ying/Yang of Growing your Business
- Office Sharing - Nuts, Bolts and Paperclips
- Where To Hang Your Shingle
- Practice Maintenance
- Make A Business Plan
- Risky Business - Managing Your Malpractice Exposure
- CRPC Update
- Success Stories of Opening Your Own Law Practice
Program Description
Law School taught you how to think like a lawyer, but how do you start or run your own legal practice? If you are considering “hanging your shingle” or transitioning to your own law firm - don't miss this valuable two-day program!
Seasoned and recently solo practitioners will address hundreds of issues faced in the creation of a new practice, including formulating a realistic business plan, the nuts and bolts of setting up your office, acquisition and effective usage of technology, marketing your practice, managing billing and avoiding malpractice. You will take home extensive course materials which provide checklists, forms and articles necessary for every practitioner.
This will be a popular program. Attendance is limited! Register today!
Agenda
THURSDAY, AUGUST 13, 2009
8:00 am
Registration & Continental Breakfast
8:30 - 8:45 am
Welcome / Introduction
Presented by David C. Little, Esq. - Program Chair and Moderator
8:45 - 10:15 am
Is Solo Practice or Starting Your Own Firm For You?
- Either By Choice or Circumstance
- Considerations Upon Starting Out
- So Many Decisions To Make
- Quality of Life
- Pro's and Con's
- Getting Your Ducks in a Row
Presented by Brian Popp
Other Business Arrangements - How To Choose
- Office Sharing, Sole Office, Home Office
- Associating with Another/Other Attorneys
- Resources to Use
- Books to Read
- CBA Opportunities
- C.R.C.P. 1.6, 1.7, 5.2 and 7.1
Presented by Reba Nance
10:15 - 10:30 am
Break
10:30 - 11:15 am
Choice of Entity for Practice
- Choice of Entity
- Alternatives Available
- Importance of Your Choice
- Why Worry About It
- Tax Considerations
- Advantages and Obligations
- CRCP 265
- CRPC 5.4
- Partnership and Operating Agreements
Presented by Robert Keatinge, Esq.
11:15 am - 12:15 pm
Technology Is Your Best Partner
- What Will You Need and What Does It Cost
- Defining Your Needs in Relation to Your Skills, Budget, Practice, Firm Size
- Key Hardware and Software for Managing a Successful Practice
- Case Management and Analysis, Time Keeping, Billing
- Ethical Issues on Billing Your Clients - C.R.P.C. 1.5
- E-Filing
- Establishing a Web Presence - C.R.P.C. 7.1-7.5
- Online Research Tools
- Paperless Document Management
- Is Electronic Processing Necessary - Can You Function Without It? (Federal Ct. Filing Requirements, LexisNexis, E-Mail Communications)
- Data Storage
- Saving Money: Deals and What's Good and Bad
Presented by Phil Shuey
12:15 - 1:30 pm
Lunch On Your Own
1:30 - 2:45 pm
Bookkeeping Recordkeeping and Billing - When Will I Have Time!
- Maintaining Your Checking Accounts (Trust v. Office)
- Keeping a Check and Client Ledger
- Understanding a Balance Sheet and Income Statement
- Reports You Will Need to Prepare
- Am I Making Money Yet?
- Optimizing the Billing and Collection Cycle
- Outsourcing with A Bookkeeper or Accountant
- Meeting Trust Account Requirements (including COLTAF) and Recording Activity
- Credit Cards
- Keeping Track of Your Time
- Bills and Billing
- Account Reconciliation
Presented by daphne salone and Reba Nance
2:45 - 3:00 pm
Break
3:00 - 4:30 pm
Marketing and Business Development - the Ying/Yang of Growing Your Business
- The Difference Between Marketing and Business Development
- Personal Branding
- The Marketing Wheel of Fortune
- Advertising, Public Relations and Sponsorships
- Web sites, Blogging, Facebook and Twitter
- Consultative Sales for Attorneys
- Relationship Management
Presented by Mark Beese
FRIDAY, AUGUST 14, 2009
8:00 - 8:30 am
Registration/Check-in & Continental Breakfast
8:30 - 10:30 am
Office Sharing - Nuts and Bolts
- Office Sharing vs. Executive Suites
- Economic Considerations
- Finding Good Candidates for Office Sharing
- Space, Staffing and Technological Considerations
- Use of Common Resources
- Financial and Lease Agreements
- Ethics Issues and Ethics Opinion No. 89
- Confidentiality and Client Considerations
- Avoiding the Involuntary Partner
Presented by Erich Bethke, Esq. and Kristi River, Firm Administrator, Canges, Iwashko, Bethke & Bailey P.C.
Practice Maintenance
- File set-up, Review, Diligence
- Fee Agreements and Engagement Letters
- Diaries, Calendars, Tickling, Back-up
- Client Interviews
- Scope and Objective of Representation, Unbundled Tasks
- Informed Consent
- Working With Legal and Non-Legal Support Staff
- Use of Paralegals
- Inventorying and Support Systems
- Managing Your Time
- Bank Accounts and Ledger Systems
- Alleviating Client's Confidentiality Concerns
- Billing Discipline
- CBA Resources
Presented by Reba Nance
10:30 - 10:45 am
Break
10:45 - 12:00 pm
Make A Business Plan
- Importance of Having a Plan
- Advantages a Business of Plan
- Advantages of Budgeting
- Financing the Start-Up Period
- Tax Considerations
- Evaluating Costs of Doing Business
- Budgeting for the Start Up
- Death and Taxes
- Being an Employer and Employment Controls
- Setting Billing Rates and Billing
- Monitoring the Evolving Plan
Presented by Ronald L. Seigneur, CPA
12:00 - 1:15 pm
Lunch - on your own
1:15 - 2:00 pm
Risky Business - Managing Your Malpractice Exposure
- Malpractice Insurance
- Recognizing and Avoiding Conflicts of Interest CRPC 1.7
- How to Accept or Reject A Client CRPC 1.5
- Scope of Engagement and Identifying the Client CRPC 1.2
- Ways to Limit Your Liability
- Ethically Networking for Competence
- Asking For Help - Don't Dabble
- Client Consent CRPC 1.0
- Rules 1.1, 1.3, 1.5, 1.7, 1.8, 1.9, 1.10, 1.16, 1.18, 7.1, 7.2, 7.3, 7.4 and 7.5.
Presented by David C. Little, Esq., David J. Graf, Esq., John M. Palmeri, Esq.
2:00 - 2:45 pm
Practical Application of the Rules of Professional Conduct
Presented by David C. Little, Esq.
2:45 - 3:00 pm
Break
3:00 - 4:30 pm
Success Stories of Opening Your Own Law Practice
- Success Stories, War Stories From Attorneys Who Have Opened Their Own Law Firm
- Helpful Information To Open, Build and Benefit Your Practice
- Sorting Through All the Advice You'll Be Given
- Do's and Definite Don'ts
- Rules 3.4, 4.1, 4.2, 4.3, 4.4 and 4.5.
- You Ask 'Em Questions and Candid Answers From the Panel
Presented by Marco Chayet, Esq., Frank Danzo, Esq., David Graf, Esq. and Martha Ridgway, Esq.
Moderated by David C. Little, Esq.
4:30 pm
Adjourn
Faculty
David C. Little, Esq. - Program Chair
Montgomery Little Soran & Murray PC
Greenwood Village CO
Mark Beese
Leadership for Lawyers LLC
Evergreen, CO
Erich L. Bethke, Esq.
Canges Iwashko Bethle & Bailey PC
Denver, CO
Marco Chayet
Chayet & Danzo, LLC
Denver, CO
Frank Danzo, Esq.
Chayet & Danzo, LLC
Denver, CO
David J. Graf, Esq.
Moeller Graf, PC
Englewood, CO
Robert Keatinge, Esq.
Holland & Hart LLP
Denver, CO
Reba Nance
Director of Law Practice Management
Colorado Bar Association
Denver, CO
John M. Palmeri, Esq.
Gordon & Rees LLP
Denver, CO
Brian Popp, Esq.
Law Offices of Brian S. Popp, LLC
Denver, CO
Martha L. Ridgway, Esq.
Martha L. Ridgway, P.C.
Louisville, CO
Kristi River, Firm Administrator
Canges, Iwashko, Bethke & Bailey P.C.
Denver, CO
daphne salone
Law & Equity ltd
Edgewater, CO
Ronald L. Seigneur, CPA
Seigneur Gustafson LLP
Lakewood, CO
Phil J. Shuey, Esq.
Phil J. Shuey PC
Englewood, CO
VIDEO REPLAYS: September 2-3, 2009
Denver: CLE Classroom, 1900 Grant Street, Suite 300
Grand Junction: 1250 East Sherwood Drive
Colorado Springs: 421 South Tejon Street, Suite 100
Registration Fees
| Non Member | $309.00 |
| CBA | $79.00 |
- General Credits: 15.00
- Ethics Credits: 3.00
- EDI Credits:
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