Hanging Your Shingle
August 2012
Hanging Your Shingle 2012
Program Description:
Are you considering embarking on the adventure of starting your own law firm? If you're thinking about it, or have decided to take a chance, register today for this year's Hanging Your Shingle program. It's jam packed with all the tools you need to start and grow and thriving law practice.
So many choices! Whether you're choosing your entity, your software or your staff, let the information you learn at this program be your go-to guide for starting your own firm. Get time and money-saving tips that really work.
How will you get a loan or line of credit?
Hear directly from a banker about what is required before you get a loan and a line of credit. You'll hear about the importance of developing a business plan when financing your practice.
How to decide on key hardware and software?
Whether you're establishing your web presence, dealing with metadata, or doing business in the cloud, the experienced speakers at this program will show you the way.
How will you let the world know you've started your own firm?
Why you need to develop a written marketing plan that includes both traditional and new media marketing.
You're a lawyer, but can you balance the books?
From your trust account to your checking account, learn about various accounting methods, defining and sticking to your budget, determining projections and understanding a financial statement.
What about ethics?
Practical application of the Rules of Professional Conduct is a theme of this program. Learn about how to avoid liability, manage risk, along with malpractice insurance and the far-reaching ethical implications of social media.
This program is the only toolkit you need to get started … and thrive.
Topics:
Starting Your Own Firm-Is It the Right Decision for You?
Presented by Marie Drake, Esq.
Choice of Entity When Forming a Business
- Options; Tax Considerations; Partnership and Operating Agreements
Presented by Jacqueline M. Benson, Esq.
Setting Up Your Office
- Relevance of Professional Goals
- Designing the Office to Get You There
- Working from Home
- Virtual Offices
- Executive Suites
- Office Sharing
- Your Own Suite
- Office Leasing Tips
- Financing
- Expansion
- Ethics Considerations
Presented by Andrew J. Felser, Esq.
Law Practice Management: You Want to Open Your New Law Practice ... Now What? Business and Personal Considerations
- Office Setup: Bricks and Mortar or Clicks and Mortar? A Virtual Versus a Traditional Practice
- Office Setup: Bricks and Mortar or Clicks and Mortar? A Virtual Versus a Traditional Practice
- Systems You Will Need
- Managing Legal and Non-Legal Support Staff: Starting and Building Your Team!
- Managing, Accounting for and Billing Your Time
- The Grunt Work of Getting Paid
- The Fine Art of Cash Flow Management
- Conclusions, Final Thoughts and Questions
Presented by David J. Bilinsky, Practice Management Consultant/Advisor
What Does a Bank Want to See Before It Loans Money or Extends a Line of Credit?
Presented by Kelly Condon, Regional President
Maintaining Your Checking Account
- Trust v. Operating: Account Reconciliations
- Billing and Maintaining Your Accounts Receivable
- Optimizing the Billing and Collection Cycle
- Accounts Payable: Recording, Keeping, Maintaining and IRS Requirements
- Cash vs. Accrual Accounting Methods
- Monthly Reports: Billable Hours, Accounts Receivable and Projections
- Understanding How to Read a Financial Statement
- Year-End Tasks and Responsibilities
Presented by Linda M. Gross, Firm Administrator
Trust Account Management
- CRCP 1.15 - Safekeeping Property
- Trust Account Requirements and Management
- COLTAF Accounts
- Approved Financial Institutions
- Disclosure of Accounts
- Records: Requirements, Retention, Availability
Presented by Margaret Funk, Esq.
Developing a Business Plan
- Importance of Having a Plan
- Advantages of a Business Plan
- Advantages of Budgeting
- Financing the Start-Up Period
- Tax Considerations
- Evaluating Costs of Doing Business
- Death and Taxes
- Being an Employer and Employment Controls
- Setting Billing Rates and Billing
- Monitoring the Evolving Plan
Presented by Ron Seigneur, MBA CPA/ABV, ASA, CVA, CFF
Technology: Your First Partner
- What Will You Need and What Does It Cost?
- Defining Your Needs in Relation to Your Skills, Budget, Practice and Firm Size
- Key Hardware and Software for Managing a Successful Practice
- Selecting Case Management and Analysis, Timekeeping and Billing
- CRPC 1.5: Ethical Issues When Billing
- E-Filing - Supreme Court Replaces Lexis Nexis
- CRPC 7.1 - 5: Establishing a Web Presence
- CRCP 7.1 - 7.5 - Practicing Ethically in a Digital World
- Do's and Don'ts of Dealing with Metadata - CBA Ethics Opinion 119
Presented by Phil Shuey, Esq.
Managing Your Malpractice Exposure
- Attorney/Client Relationship
- Identifying the Client
- Duties to Clients and Non-clients
- Avoiding or Limiting Liability
- Malpractice Exposures
- Risk Management
- Malpractice Insurance
Presented by John Palmeri, Esq.
What Colorado Bar Association Resources are Available to You?
Presented by Dawn McKnight, Esq.
Rules of Professional Conduct
- Practical Application
Presented by David C. Little, Esq.
From the Trenches: A Panel Presentation of Traps to Avoid and Practical Tips
Moderator: David C. Little, Esq.
Presented by:
Marie Drake, Esq.
Rehan Hasan, Esq.
Marco Chayet, Esq.
Qusair Mohamedbhai, Esq.
Siddhartha Rathod, Esq.
Marketing & Business Development
- Marketing & Business Development - Why You Need Both
- Why Clients Buy Legal Services and How to Sell Them
- Developing Your Written Marketing Plan
- Traditional Marketing & New Media Marketing - How Do You Choose?
- Your Marketing Toolkit - Tactics and Tools That Really Work
- Finding Time to Market - Time Saving Tips for Busy Lawyers
Presented by Martha Cusick Eddy, President, Managing Director and Phil Nugent, Managing Director
Doing Business in the Cloud
- What is Cloud Computing and What are Today's Most Utilized Applications?
- What Cloud Services Can Your Firm Utilize, Such as Email Hosting, Time Tracking, Document Management and Billing?
- How Your Firm Can Use the Cloud to Reduce Expenses and Preserve Client Data
- What are Your Obligations When Asked to Preserve Data Stored in the Cloud?
Presented by Trent Walton, CCE, ACE
Ethics of Social Media
Presented by Charles Luce, Esq.
Program Chair
David C. Little, Esq.
Montgomery Little & Soran, PC
Greenwood Village
Greenwood Village
Faculty
Jacqueline M. Benson, Esq.
Moye White, LLP
Denver CO
David J. Bilinsky, Practice Management Consultant/Advisor
Law Society of British Columbia
Thoughtful Legal Management
Vancouver BC, Canada
Vancouver BC, Canada
Marco D. Chayet, Esq.
Chayet & Danzo, LLC
Denver, CO
Kelly Condon
Regional President
Colorado Business Bank
Denver, CO
Marie Drake, Esq.
The Drake Law Firm, PC
Denver, CO
The Drake Law Firm, PC
Denver, CO
Martha Cusick Eddy, Managing Director, President
Market Advisory Partners
Denver, CO
Andrew J. Felser, Esq.
Denver CO
Margaret Funk, Esq.
Colorado Supreme Court Office of Attorney Regulation Counsel
Denver, CO
Linda M. Gross, Firm Administrator
Fleishman & Shapiro PC
Denver, CO
Rehan Hasan, Esq.
Denver, CO
Charles F. Luce, Jr., Esq.
Moye White, LLP
Denver CO
Denver CO
Dawn McKnight, Esq.
Assistant Executive Director
CLE in Colorado, Inc.
Denver, CO
Qusair Mohamedbhai, Esq.
Rathod | Mohamedbhai, LLC
Denver, CO
Phil Nugent
Managing Director
NCG Strategic Marketing, LLC
Boulder, CO
John M. Palmeri, Esq.
Gordon & Rees, LLP
Denver, CO
Siddhartha H. Rathod, Esq.
Rathod | Mohamedbhai, LLC
Denver, CO
Ron L. Seigneur, MBA CPA/ABV ASA CVA CFF
Managing Partner
Managing Partner
Seigneur Gustafson LLP
Lakewood, CO
Phil J. Shuey, Esq.
Phil J. Shuey PC
Greenwood Village, CO
Location Information
CLECI Large Classroom
1900 Grant Street, Suite 300
Denver, CO 80203
Get directions
1900 Grant Street, Suite 300
Denver, CO 80203
Registration Fees
| Non Member | $339.00 |
| CBA | $299.00 |
| SO/SM | $269.00 |
| New Lawyer | $249.00 |
| CLEACCESSPASS | $39.00 |
- General Credits: 18.00
- Ethics Credits: 3.40
- EDI Credits:
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