DO NOT USE - Solo-Small Firm Institute - One Day Pass

DO NOT USE - Solo-Small Firm Institute - One Day Pass - Day 3

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 3

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

Friday, June 12, 2020

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 website/(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

MDD Forensic Accountants

Rider Goodwin Law

Smith.ai

Sponsorship opportunities are still available! Please contact Melissa Higham at [email protected] for more information.

Agenda:

Friday, June 12, 2020

7:30 - 9:30 a.m.

Round Table Breakfast

Join other attorneys from your practice area(s) for this networking meal.

9:00 a.m. – 1:00 p.m.

CBA Board of Governors Meeting

9:30 - 10:20 a.m.

Breakout Sessions 701, 702, 703 and 704

#701

Know Your Numbers

Not knowing your numbers is akin to driving your car without knowing how much gas is left in the tank. Which numbers should you be consistently tracking for business growth and which activities should you focus on to increase revenue?

- Gain clarity on building a financially healthy firm

- Discover the seven key numbers every attorney must know and track

- Learn a 30-day planning tool to consistently increase cash-flow

Presented by Vanessa Shaw, The Business Growth Academy

#702

Pathways to Increased Profits Through Better Time, Billing, and Collection Strategies

Is client billing a struggle? Is it a hassle to get your invoices paid completely or on time? Have lost billables been a problem? Lawyers often struggle to run their own businesses effectively, particularly in the areas of pricing, billing and collections. Failure to set appropriate fees, deliver bills in a timely fashion and collect payment promptly-or even in full-cuts into a firm's profitability. It doesn't have to be this way. This session will provide processes, tools and strategies that provide a path to better profits.

Presented by Stephen M. “Pete” Peterson, CPA, Maxfield ∙ Peterson, P.C.

#703

Litigation Lightning Round

Litigation is fast paced and fun! We've packed (almost) all you need to know about litigation and tips for improving your skills into one energetic session.

Presented by 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

#704 1.0 Ethics Credit

Unexpected Dissolution and Succession Planning: Because You Care About Your Family and Clients

The day you no longer practice may come after orderly preparation for retirement. Or, it may come suddenly and unexpectedly. Preparation today will matter to people you care about: your family and clients. This session will cover proactive ideas and steps you can take now to prepare for the unexpected, as well as a review of ethics rules to keep in mind in planning for a sudden transition out of practice.

Presented by David B. Seserman, Esq., Seserman Law LLC, and Jonathan P. White, Esq., Office of Attorney Regulation Counsel, Colorado Supreme Court

9:30 – 10:20 a.m.

Optional One-on-One Workshop

Modern Law Practice Initiative (MLPI) and Subscription Billing, with Kimberly Y. Bennett, Esq., K Bennett Law LLC, and Erika L. Holmes, Esq., ELHolmes Legal Solutions, LLC

9:30 - 10:20 a.m.

Optional Workshop

Are You Small, Independent and Local? So Are We!

LawBank and the CBA Solo and Small Firm Section have partnered with the Colorado Supreme Court's CAMP Program to create a unique mentorship circle for local independent law firms.

Join us for an informal Q&A with mentorship facilitators Jay Kamlet, Esq., Justie Nichol, Esq., and CAMP Director, Ryann Peyton, Esq., to learn more!

10:20 - 10:30 a.m.

Networking Break

10:30 - 11:20 a.m.

Breakout Sessions 801, 802, 803 and 804

#801

How to Choose Your Clients: Noticing the Warning Signs and Creating a Prescreening Process

We have all been there--wishing we would have listened to our gut instinct and said no to the case. If you can recognize the red flags in advance, you can eliminate bad clients from your practice. Tips for how to choose the clients you want, so you can have the life you want.

Presented by Amanda Francis, Esq., Francis Owen LLC

#802

Accounting 101 for Lawyers

During those long days in law school, it is unlikely that you imagined going over financial statements for your solo or small size law firm. This session will cover accounting basics for lawyers, including a primer on financial statements and discussion of accounting issues unique to law firms.

Presented by Conrad Biegel, CPA, CVA, MSA, MDD Forensic Accountants

#803

Trends and Common Troubles Plaguing New and Established Solos

Small-firm and solo attorneys are spread thin, with limited resources -- time, energy, and money -- but what they don't lack is drive. Running a professional, productive, and profitable law firm on your own and overcoming the most common challenges of small firm owners requires dependable and affordable tools, and talent that serve as extensions of your practice. Justie and Maddy will equip you with recommendations for services, software, processes, and support systems that set you up for success, whether you plan to remain solo or significantly expand your firm.

Presented by Maddy Martin, Smith.ai, 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

Learn more about the ABA Commission findings from the 2016 “Future of Legal Services” report, the top five pre-paid legal service plan companies on the market today, and how to generate leads from them. You will also learn how to kindle additional income stream by offering services to the majority of potential clients that cannot afford the hourly cost of an attorney.

Presented by Sarah Kieny, Esq., Fears Nachawati Law Firm, and Chris Ward, LegalShield

10:30 – 11:20 a.m.

Optional One-on-One Workshop

Business Coaching with Vanessa Shaw, The Business Growth Academy

11:20 - 11:30 a.m.

Networking Break

11:30 a.m. - 12:20 p.m.

Breakout Sessions 901, 902, 903 and 904

#901

Revenue You Can Rely On (Gasp!)

Subscription billing is a growing alternative to hourly billing. Predictable pricing (which means predictable revenue) allows you to design a practice that amplifies client service, while funding a professional and personal lifestyle customized to you. Come learn the nuts and bolts of subscription billing, including how to avoid any ethical pitfalls.

Presented by Kimberly Y. Bennett, Esq., K Bennett Law LLC, and Erika L. Holmes, Esq., ELHolmes Legal Solutions, LLC

#902 No CLE Credit

Networking Made Easy. Maximize Your Time and Obtain Endless Referrals- Don’t Complicate things. Work Smarter, Not Harder!

As attorneys, we are not taught what successful “networking” means. Growing a network of individuals who refer cases to us is vital to the success of a growing law firm. This session will assist attendees in dialing in their ideal client – champagne clients – and how to attract them through connections with referral partners. Additionally, we will discuss how to communicate each person’s value proposition to the referral partner, and what differentiates them from similar practitioners.

Presented by Kelley Rider Goodmwin, Esq., Rider Goodwin Law Offices, LLC

#903

Being a Business Owner, Not Just a Lawyer

Learn how to view yourself as the CEO of your law practice. Get practical tips, tools and resources to change your mindset, find the time to get it all done, and enjoy being your own boss.

Presented by Stephanie Dahl, Esq., and Kelly Fischer, Esq., Dahl Fischer, LLC

#904

Overcoming the Challenges of Mobile Phone Data in Litigation

This presentation will cover the collection and preservation of mobile phone data, the types of information it contains, and how to access, search, review, and produce the evidence you need.

Presented by Brian McHughs, Indexed I/O and Tom Howe, Esq., Howe & Associates