DO NOT USE - Solo-Small Firm Institute - One Day Pass - Day 2
CBA-CLE is attentively monitoring the evolving COVID-19 situation with our primary goals being safety and sustainability. At this time we are moving forward with this program as scheduled. If program changes are necessary, CBA-CLE will promptly contact all registrants
Solo-Small Firm Insitute - One-Day Program Pass - Day 2
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
NEW This Year - One-Day Program Pass:
We heard you! Can't attend the entire institute, but would like to join us for one day? This year, we are offering a limited number of One-Day Program Passes. Select the day you will attend when you register to ensure you are included in the program meals and classroom seating arrangements. A One-Day Pass only includes live attendance; MP3 recordings can be purchased separately, and passes cannot be combined.
Highlights:
- Helping you to succeed as a solo/small practitioner – make your firm more efficient, sharpen your skills, and start the decade right
- 36 breakout sessions, including law practice management, courtroom skills, professionalism and ethics, technology training, attorney well-being, and so much more
- Networking! Luau on the Beach, CLE and Carnival Under the Stars, and Sip and Paint
Program Description:
Dedicated to you, the solo or small firm practitioner, our presentations are tailored to address topics and issues you face in running your firm in Colorado.
- 4 Innovative Plenary Sessions
- Choice of 36 Interactive Break-Out Discussions
- SUCCESSFUL and DIVERSE Faculty
- UNIQUE and FAMILY FRIENDLY Resort
- One-on-One FEEDBACK and EVALUATION Opportunities from Faculty
- PRACTICAL and USEFUL Time with Your Solo-Small Firm Colleagues and Friends
More Fun: A variety of fitness classes and activities will be added to the agenda as we get closer to the event. Attendees can set up tee times through the Pro Shop (719) 538-4095) or book an appointment at the Alluvia Spa wesbite/(719) 538-4071). Conference attendees will receive a 10% discount at the Spa if you mention the conference.
Located at the Cheyenne Mountain Resort!
Cheyenne Mountain Resort
3225 Broadmoor Valley Rd.
Colorado Springs, CO 80906
Rooms are being held for guests of the Solo-Small Firm Conference until May 10, 2020, or until the room block sells out—book your room now!
To Reserve Your Room:
Book your room now by calling 1-800-588-0250 and mentioning Colorado Bar Association-CLE Or going online to https://book.passkey.com/e/49942688
- Rates will be extended to guests wishing to extend their stay for 3 days before and 3 days after guest room block, based on availability.
- All reservations must be accompanied by a first night room deposit or guaranteed with a major credit card. The balance is due upon arrival.
- A resort fee of $24 per room per night will be assessed. The resort service charge includes self-parking, wireless internet, use of the fitness center, tennis courts, indoor and outdoor pools, lake activities (SUP, kayaks, canoes), fitness classes and more!
- The hotel is dog friendly! Bring your fluffy friend along for an additional $35 per day.
CANCELLATIONS/SUBSTITUTIONS: If you are unable to attend, please notify CBA-CLE by June 3, 2020, and we will gladly refund your tuition in full, or you may send someone in your place. Cancellations after June 3, 2020, will be refunded less a $100 cancellation fee.
Homestudy Purchases: Please note that the homestudy will not be available until 2-3 weeks after the LIVE program.
SPECIAL THANKS TO OUR 2020 INSTITUTE SPONSORS!
PLATINUM
GOLD
SILVER
The Colorado Bar Insurance Program
BRONZE
Sponsorship opportunities are still available! Please contact Melissa Higham at [email protected] for more information.
Agenda:
Thursday, June 11, 2020
8:00 - 9:30 a.m.
Breakfast Buffet
8:30 – 9:00 a.m.
Registration
9:00 - 9:50 a.m.
Breakout Sessions 301, 302, 303 and 304
#301
Unconference Part 1
"Unconference" sessions tackle whatever is deemed most top-of-mind and intriguing by the attendees in the room. Learn, share, network and discuss topics relevant to current law, law practice management, and technology that affect you day-to-day.
Led by Professor Caitlin (Cat) Moon, MA, JD, Vanderbilt Law School
#302
Choice of Entity
Choosing an entity has a direct impact as to how the business will be taxed, operate, and the amount of liability protection available. There are several entities in Colorado, including: Sole Proprietorship, General Partnership, Limited Partnership, Limited Liability Company (LLC), S Corporation, C Corporation, Professional Corporation, Public Benefit Corporation, and Co-Ops. This program will help you analyze which entity best fits a client’s needs from a liability exposure protection perspective, as well as a tax planning perspective.
Presented by Rehan Hasan, Esq., Hasan LLC
#303
Plain English for Lawyers: Why and How to Tame the “Legalese” Beast
Minimizing “legalese” offers real benefits to lawyers. It improves clarity and your credibility, makes it more difficult to challenge legal documents, and helps you comply with court-imposed word limits. In this presentation, Mark Cohen will demonstrate the many benefits of plain English and offer simple, practical tips to improve your writing and drafting.
Presented by Mark Cohen, Esq., LL.M, Cohens Law
#304
iPad for Litigators
The iPad has captured at least 80 percent of the tablet market in the legal community. This session will show how litigators how to use an iPad for presenting in the courtroom or mediation, note-taking, legal research, deposition preparation, and document management. See how legal and courtroom-specific apps can keep a litigator paperless from case intake all the way to trial.
Presented by Paul J. Unger, Esq., Affinity Consulting LLC
9:50 - 10:00 a.m.
Networking Break
10:00 - 10:50 a.m.
Breakout Sessions 401, 402, 403 and 404
#401
Unconference Part 2
The Unconference (session #301) will continue during session #401.
Led by Professor Caitlin (Cat) Moon, MA, JD, Vanderbilt Law School
#402
Protecting Your Client’s Business Income
Your client’s business income stream is one of the most important assets it has. Yet, many traditional insurance policies provide only partial protection for that asset. Learn the limitations of traditional insurance protection, and ways you can help provide better protection and advice by working with insurance coverage counsel and risk management professionals.
Presented by Damian J. Arguello, Esq., Colorado Insurance Law Center
#403
Witness Preparation: Where You Win Your Case
We’ll cover witness concepts such as “hold their hand;” how to engage with witnesses and encourage the experience; witness preparation and coaching; understanding and strategies for dealing with witness’ “baggage;” and the “truth statement.”
Presented by Jason A. St. Julien, Esq., United States Attorney’s Office
#404
PDF Master Class Power Hour
If you are committed to paper reduction and learning how to manage digital file, you must master PDF software. In this “tricks” session, we will teach you killer legal features of Adobe Acrobat and Nuance PowerPDF, two of the most commonly used solutions in the legal industry. We'll cover redaction, metadata removal and electronic document security, Bates Numbering, splitting/combining PDFs, reducing file-size for electronic case filing, review/comment and PDF collaboration, adding signatures and stamps, routing PDFs for comments/feedback, and more.
Presented by Paul J. Unger, Esq., Affinity Consulting LLC
10:50 - 11:05 a.m.
Networking Break
11:05 – 11:15 a.m.
A Message from CBA Leadership
11:15 a.m. - 12:05 p.m.
Distraction Management and Digital Detox - Setting Yourself Up to Succeed in 2020
Learn technology tips and tools to save time, and be more productive with your law office technology. Explore ways to manage distractions and take back your day. Challenge your current daily workflow to immediately impact your efficiency.
Presented by Paul J. Unger, Esq., Affinity Consulting LLC
12:05 - 12:20 p.m.
Lunch is Served (Included in Your Tuition)
12:20 – 1:20 p.m.
Luncheon Presentation 1.2 Ethics Credits
Risk, Regulation and Resilience: Attorney Well-Being from a 360° View
In a “World Café” setting, this presentation will address issues related to grievances, professional conduct, and professional responsibility, including how lawyers can avoid problems when representing their clients, due to burnout, excessive stress, and behavioral health issues. Additional topics include: your free and confidential Colorado Lawyer Assistance Program (COLAP), ABA’s Standing Committee on Lawyers’ Professional Liability’s study on national legal malpractice claims data, the nexus between ethical competence (Colorado Rules 1.1, 1.3 and 1.4) and attorney well-being, effective risk management and preventative approaches, and the 2017 National Task Force Report “The Path to Lawyer Well-Being: Practical Recommendations for Positive Change.”
Presented by Sarah Myers, Esq., LMFT, LAC, Executive Director, Colorado Lawyer Assistance Program (COLAP), Tracy L. Kepler, Esq., CNA, and Jessica E. Yates, Esq., Attorney Regulation Counsel,, Office of Attorney Regulation Counsel, Colorado Supreme Court
1:20 - 1:30 p.m.
Networking Break
1:30 – 2:20 p.m.
Breakout Sessions 501, 502, 503 and 504
#501
Mediation: Your Best Opportunity to Develop and Practice Critical Trial Skills
Mediation provides lawyers the chance to simultaneously “keep their axes sharp” for trial and to achieve better negotiated outcomes. This session highlights the overlaps between winning trial skills and victorious settlement game plans: telling compelling, fact-based legal stories, whether in opening or a confidential settlement statement; organizing evidence for the most effective presentations, to a jury, opposing counsel or a the mediator; anticipating and planning for overcoming case weaknesses; and thinking strategically about fallback positions and desired goals.
Presented by Honorable Robbie Barr (ret.)
#502
Mitigating Stress and the Impact of Secondary Trauma Through Resiliency
Disconnection. Disrespect. Defiance. Drama. How often do these words represent the world and work we encounter on a daily basis, and how often do we allow these labels to define both our perception of others and how we react to their behavior? This session will explore the nature of trauma, how it manifests in those we work with, and how it might project onto us with practice tools and responses that will increase the chances that you will thrive in your work without feeling exhausted or escalated.
Presented by Amy Kingery, MBA, LCSW, LAC, Colorado Lawyer Assistance Program (COLAP)
#503
50 Tips, Tricks, Websites and Apps in 50 Minutes
This fast-paced session covers the latest developments in legal technology. Learn where to go for legal-specific tech help, gadgets and utilities to help you communicate with your clients better and improve your service, tablet and cloud-computing tips, software that can help you explain difficult concepts to clients more effectively, ways you can share documents securely, and more!
Presented by Paul J. Unger, Esq., Affinity Consulting LLC
#504
Local Bar Summit No CLE Credit
The Local Bar Summit Session is for both current Bar leadership, as well as those seeking leadership positions in the future. All are welcome! Program will run from 2:30 - 4:30 p.m.
2:20 - 2:40 p.m.
Networking Break
2:40 – 3:30 p.m.
Breakout Sessions 601, 602, 603 and 604
#601
Growing Pains - 10 Years of Lessons
From one employee to 24 over a 10-year period, Mike Drumm will share 24 lessons learned (one for each employee). He will talk about what he learned while growing his law firm, the challenges and successes he faced and provide tips for others in the same position.
Presented by H. Michael Drumm, Esq., Drumm Law, LLC
#602
Managing a Solo-Firm Litigation Practice: Being the Finder, the Minder, and the Grinder
This session will cover how to:
- Master client intake: initial meeting (reading the client), fee agreement and payment structure (retainers/flat fees, etc.), important dates (statute of limitations, notice requirements), current case load, managing expectations early and often
- Streamline document review and analysis
- Simplify calendaring, filing, file management and drafting
- Organize the litigation process, motions practice and trial preparation.
- Manage bill collection, past due clients, etc. What to do when they come back for more without paying their current bill or go radio silent
Presented by Caroline Beavers, Esq., MBA, and Lyndsey M. O'Connell, Esq., Beavers O'Connell Group
#603
Microsoft Outlook for Legal Professionals
Most legal professionals use a small percentage of the features available in Microsoft Outlook. In this session, learn power email, task and calendaring tips. Specifically, we will show how to use all of its features set to efficiently store, organize email (and attachments), and successfully deal with high email volume. Finally, we'll also show you how to integrate email with your calendar and tasks to better process emails.
Presented by Paul J. Unger, Esq., Affinity Consulting LLC
#604 No CLE Credit
Local Bar Summit Continued
Program will run from 2:30 - 4:30 p.m.
2:40 – 3:30 p.m.
Optional One-on-One Workshop
Social Media: Individual Analysis and Feedback on your Professional LinkedIn, Facebook, Twitter, and Instagram Profiles with Meranda M. Vieyra, Denver Legal Marketing
3:30 – 3:40 p.m.
Networking Break
3:40 – 4:30 p.m. 0.5 Ethics Credit
Keeping Your Cool When Others Turn Up the Heat
No matter how cool a character you are in your practice, inevitably, others around you may up the ante and test your patience-be it opposing counsel, clients, co-workers, staff, or judges. This presentation will explore irksome situations and offer suggestions for remaining civil in the face of incivility, plus touch upon some of the ethical considerations for lawyers when others choose to turn up the heat.
Presented by Honorable S. Kato Crews, U.S. District Court (D-CO)
4:30 – 6:30 p.m.
CBA President’s Reception
Join CBA-CLE Board Vice President, April Jones, in thanking outgoing CBA President, Honorable Kathleen Hearn Croshal (ret.), and the Institute supporters and sponsors. Network with CBA Board of Governors members and enjoy remarks, drinks, and snacks.
7:30 – 9:30 p.m.
Sip and Paint
Grab a glass of wine (or some sparkling water), join the class, and unleash your inner artist. Canvas Creations’ master artist instructors will guide you step-by-step through creating a beautiful Colorado painting. No experience needed!
Location Information
Cheyenne Mountain Resort
3225 Broadmoor Valley Rd
Colorado Springs, CO 80906
Get directions
3225 Broadmoor Valley Rd
Colorado Springs, CO 80906
Registration Fees
Non Member | $199.00 |
CBA Member | $149.00 |
- General Credits: 7.00
- Ethics Credits: 1.70
- EDI Credits:
To join the CBA or add a Section to your membership click
Sponsor Information
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