Solo-Small Firm Institute - VIRTUAL CONFERENCE

Online registration will close at 5:00p on June 10, 2020. After 5:00p on June 10, please email if you would like to register for the institute.  
        Solo-Small Firm Institute - VIRTUAL CONFERENCE
Co-Sponsored by the Colorado Bar Association Solo-Small Firm Section, the El Paso County Bar Association, and the Colorado Bar Association's Young Lawyers Division  
Thursday, June 11 - Friday, June 12, 2020
Program Highlights   
-11 engaging live sessions and a library more than 20 on-demand recordings - law practice management, courtroom skills, professionalism and ethics, technology training, attorney well-being, and so much more
- First 100 registrants receive mailed goodie boxes!
- Fun, helpful networking opportunities
- Gamification - engage, earn points, win prizes
- Tropical Trivia Happy Hour - win a cash prize!
- Networking Mixer (with a live mixologist)
-Dedicated to you, the solo or small firm practitioner, our virtual program is tailored to address topics and issues you face in running your firm in Colorado. Online and at a new lower price, you don't want to miss the 2020 Solo Small Firm Institute!  
Financial Assistance for the Institute is Available
Thanks to Thompson Reuters, J.S. Held, and Rider Goodwin Law Offices, we have nine full tuition scholarships available. Apply or call Customer Service for more information. Decisions are based on financial need and other pertinent considerations
 View our Virtual Platform!
 Home studies will be available shortly after the online program.





J.S. Held

Thomson Reuters



The Colorado Bar Insurance Program


Discovery Genie

Eide Bailly

First Citizens Bank

Law as a Business


MDD Forensic Accountants

Rider Goodwin Law

Sponsorship opportunities are still available! Please contact Melissa Higham at for more information.




Wednesday, June 10    
9:00 AM    
Virtual Conference Opens
Watch the welcome video, tour the platform video, visit your sponsors    
4:00 - 6:00 PM    
Technology "Office Hours"
Get comfortable with the platform, ask CBA-CLE staff questions, and get ready for Day 1!    
Thursday, June 11    
7:30 - 8:30 AM      
Zumba Class - Sponsored by Thomson Reuters
9:00 - 9:15 AM    
Welcome and Introduction    
9:15 - 10:30 AM  
Design Your Delta: Thrive in Law (and Life)  
Professor Caitlin (Cat) Moon, Director of Innovation Design | Director of the PoLI Institute | Lecturer in Law Program on Law & Innovation (PoLI) | Vanderbilt Law School  
10:30 - 10:45 AM    
Networking Break - Visit Your Sponsors!  
10:45 AM - 11:45 PM      
Maximizing your Online Presence and Social Media in 2020      
Honorable Adam J. Espinosa, 2nd Judicial District, and Meranda M. Vieyra, Denver Legal Marketing  
.5 Ethics Credits    
11:45 AM - 12:45 PM    
Mitigating Stress and the Impact of Secondary Trauma Through Resiliency  
Amy Kingery, MBA, LCSW, LAC, Colorado Lawyer Assistance Program (COLAP)
1.2 Ethics Credits    
12:45 - 3:00 PM    
Lunch Break - Visit Your Sponsors!
Attend a workshop or watch on-demand content on your own
2:00 - 3:00 PM
Optional Workshop    
Social Media: Individual Analysis and Feedback on your Professional LinkedIn, Facebook, Twitter, and Instagram Profiles      
Meranda M. Vieyra, Denver Legal Marketing  
Not Submitted for CLE Credit 
3:00 - 4:00 PM    
Unexpected Dissolution and Succession Planning: Because You Care About Your Family and Clients      
David B. Seserman, Esq., Seserman Law LLC, and Jonathan P. White, Esq., Office of Attorney Regulation Counsel, Colorado Supreme Court  
1.2 Ethics Credits    
4:00 - 5:00 PM    
From the Trenches: What Makes Us Successful as Solo and Small Firm Attorneys?    
Panelists: Rehan Hasan, Esq., Hasan LLC, - April D. Jones, Esq., Jones Law Firm, PC, Sara C. Sharp, Esq., SK&S Law Group LLP    
Moderator: Danaé D .Woody, Esq., Program Chair, Woody Law Firm, LLC      
5:00 - 5:20 PM    
Moderated Q&A    
5:20 - 6:30 PM    
Tropical Trivia Happy Hour - Sponsored by Indexed I/O
Dress in your freshest hula skirt or beach wear, and join us for virtual happy hour! You won't want to miss the evening's entertainment, Virtual Cell Phone Smackdown, trivia with a tropical twist and the opportunity to win a cash prize.    
6:30 - 7:30 PM    
Dinner Break    
7:30 - 9:15 PM    
CLE Under the Stars: Easiest Catch: Don’t be Another Fish in the Dark 'Net  
Mark Lanterman, Computer Forensic Services  
Friday, June 12    
8:00 - 9:00 AM      
Coffee Club: Practice Area Virtual Meet Ups 
9:00 - 9:10 AM    
Welcome Message    
9:10 - 10:10 AM      
Risk, Regulation and Resilience: Attorney Well-Being from a 360° View  
Sarah Myers, Executive Director, Colorado Lawyer Assistance Program (COLAP), Tracy L. Kepler,  Risk Control Consulting Director, Global Specialty Lawyers Professional Liability CNA , Jessica E. Yates, Esq., Attorney Regulation Counsel, Office of Attorney Regulation Counsel, Colorado Supreme Court
1.2 Ethics Credits    
10:10 - 11:10 AM  
Distraction Management and Digital Detox - Setting Yourself Up to Succeed in 2020
Paul J. Unger, Esq., Affinity Consulting LLC
11:10 - 2:00 PM    
Lunch Break - Visit Your Sponsors!
Attend a workshop or two, watch on-demand content, or check in with our Insitute Sponsors  
12:00 - 1:30 PM
Optional Event
CBA Solo-Small Firm Section Executive Council Meeting
If you are a member of the CBA Solo-Small Firm Section and you are interested in attending the June Executive Council meeting, email Ashley ( for meeting login details. All Section members are welcome!  
12:00 - 1:00 PM  
Optional Workshop
Law Bank Mentorship Circle Kick Off  
Join us for an informal Q&A with mentorship facilitators Jay Kamlet, Esq., Kamlet LLP, Justie Nichol, Esq., Nicol Gersh Law, PC, and Ryann Peyton, Esq., CAMP Director, to learn more!
Not Submitted for CLE Credit   
1:00 - 2:00 PM  
Optional Workshop  
Modern Law Practice Initiative (MLPI) and Subscription Billing  
Kimberly Y. Bennett, Esq., K Bennett Law LLC, and Erika L. Holmes, Esq., ELHolmes Legal Solutions, LLC    
Not Submitted for CLE Credit 
1:00 - 2:00 PM  
Optional Workshop
Business Coaching  
Vanessa Shaw, The Business Growth Academy  
Not Submitted for CLE Credit   
2:00 -3:00 PM    
Small Law Firm Accessibility and Civil Rights Compliance: ADA, CADA, and More    
Iris Halpern, Esq., Rathod | Mohamedbhai LLC    
3:00 - 4:00 PM      
Growing Pains - 10 Years of Lessons      
H. Michael Drumm, Esq., Drumm Law, LLC and Daniel Glasser, Esq., Chipman Glasser, LLC    
4:00 - 4:20 PM    
Networking Break - Visit Your Sponsors!    
4:20 - 5:20 PM    
Keeping Your Cool When Others Turn Up the Heat  
Honorable S. Kato Crews, U.S. District Court (D-CO)
.5 Ethics Credits  
5:20 - 6:30 PM    
Virtual Mixer - Sponsored by J.S. Held LLC
Say “cheers” to your colleagues, faculty, and new friends and start the weekend with some connection and conversation. A mixologist (thanks J.S. Held) will teach you how to make fresh summer cocktails and mocktails and then we will transition into virtual tables to chat. Mix up a drink, join a table, and enjoy yourself!      
6:30 PM    
#101: Tools and Tips for Effective Cross-Examination  
Jessamyn L. Jones, Esq., Mulliken Weiner Berg & Jolivet P.C.  
#103: What Clients Buy and How It Has Nothing to Do with Your Time  
Justin Bertron, Esq., LL.M., The Bertron Law Firm, LLC, and Lauren Lester, Esq., Lester Law, LLC  
#201: How Has the 2020 Colorado General Assembly Affected Your Practice and Clients?  
Andrew White, Director of Legislative Relations, Colorado Bar Association, and Kaela Zihlman, Esq., Willoughby & Associates, Legislative Liaison for the CBA Young Lawyers Division  
#302: Choice of Entity  
Rehan Hasan, Esq., Hasan LLC  
#303: Plain English for Lawyers: Why and How to Tame the “Legalese” Beast  
Mark Cohen, Esq., LL.M, Cohens Law
#304: iPad for Litigators  
Paul J. Unger, Esq., Affinity Consulting LLC  
#402: Protecting Your Client’s Business Income  
Damian J. Arguello, Esq., Colorado Insurance Law Center  
#403: Witness Preparation: Where You Win Your Case  
Jason A. St. Julien, Esq., United States Attorney’s Office
#404: PDF Master Class Power Hour  
Paul J. Unger, Esq., Affinity Consulting LLC
#501: Mediation: Your Best Opportunity to Develop and Practice Critical Trial Skills
Honorable Robbie Barr (ret.), BarrADR
#503: 50 Tips, Tricks, Websites and Apps in 50 Minutes
Paul J. Unger, Esq., Affinity Consulting LLC  
#602: Managing a Solo-Firm Litigation Practice: Being the Finder, the Minder, and the Grinder
Caroline Beavers, Esq., MBA, and Lyndsey M. O'Connell, Esq., Beavers O'Connell Group  
#603: Microsoft Outlook for Legal Professionals  
Paul J. Unger, Esq., Affinity Consulting LLC  
#701: Know Your Numbers  
Vanessa Shaw, The Business Growth Academy  
#702: Pathways to Increased Profits Through Better Time, Billing, and Collection Strategies
Stephen M. “Pete” Peterson, CPA, Maxfield ∙ Peterson, P.C.  
#703: Litigation Lightning Round  
Tim Galluzzi, Esq., Cheney Galluzzi & Howard, LLC, Abigail M. Hinchcliff, Esq., BarlitBeck LLP, and Casey Kannenberg, Esq., Hall Prangle and Schoonveld LLC, and Joseph Whitfield, Esq., 18th Judicial District Attorney’s Office  
#801: How to Choose Your Clients: Noticing the Warning Signs and Creating a Prescreening Process  
Amanda Francis, Esq., Francis Owen LLC  
#802: Accounting 101 for Lawyers  
Conrad Biegel, CPA, CVA, MSA, MDD Forensic Accountants  
#803: Trends and Common Troubles Plaguing New and Established Solos  
Maddy Martin,, and Justie Nicol, Esq., Nicol Gersh Law, PC  
#804: The Future of Legal Services: Learn How to Leverage Legal Service Plans to Compliment Your Practice
Sarah Kieny, Esq., Fears Nachawati Law Firm, and Chris Ward, LegalShield  
#901: Revenue You Can Rely On (Gasp!)  
Kimberly Y. Bennett, Esq., K Bennett Law LLC, and Erika L. Holmes, Esq., ELHolmes Legal Solutions, LLC  
#902: Networking Made Easy. Maximize Your Time and Obtain Endless Referrals- Don’t Complicate things. Work Smarter, Not Harder!  
Kelley Rider Goodmwin, Esq., Rider Goodwin Law Offices, LLC  
#903: Being a Business Owner, Not Just a Lawyer  
Stephanie Dahl, Esq., and Kelly Fischer, Esq., Dahl Fischer, LLC  
#904: Overcoming the Challenges of Mobile Phone Data in Litigation  
Brian McHughs, Indexed I/O and Tom Howe, Esq., Howe & Associates                 
Location Information
CBA-CLE Virtual Conference

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Registration Fees
Non Member $286.00
CBA Member $208.00
El Paso County Bar Association Member $200.00
CBA Young Lawyers Division Member $192.00
CBA Solo- Small Firm Section Member $192.00
BASIC Pass Holder $171.00
ELITE Pass Holder $114.00
New Lawyer Edge Partner $104.00
CBA Board of Governors Representative $75.00
  • General Credits: 14.00
  • Ethics Credits: 4.60
  • EDI Credits:

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