7th Annual Solo-Small Firm Institute - Webinar
Looking for an opportunity to meet other solo and small firm practitioners, learn valuable tips for running a small firm, and earn eight affordable CLE credits? Then join us for the 7th Annual Solo-Small Firm Institute. Over two mornings, you will learn about business planning, hiring workers, AI in legal practice, and more. Stick around in the afternoons for an optional marketing workshop and networking time. Designed to be affordable and fit into your busy schedule, the Solo-Small Firm Institute will be a wonderful opportunity to learn, laugh, and build your network.
CANCELLATION POLICY:
If you are unable to attend, please notify CBA-CLE by October 22, 2025. We will gladly refund your tuition in full or apply your tuition toward the home study. Cancellations after October 22, 2025, will be refunded less a $50 cancellation fee.
Home studies will be available 2-3 weeks following the live program.
CBA-CLE is committed to providing access, equal opportunity, and reasonable accommodation in its services, programs, and employment. To request an accommodation please contact [email protected] at least 14 business days in advance.
The program is accredited in Colorado. CBA-CLE staff can provide a Uniform Certificate of Attendance, and it is the attendee’s responsibility to complete the accreditation outside of Colorado.
Wednesday, October 29, 2025
8:30 – 9:00 AM
Registration and Coffee
9:00 – 9:50 AM
Succession Planning
You owe it to your family, your clients, and your business partners to have a succession plan in place. Learn what you must have in order in case of unexpected death or incapacity.
Presented by Jay E. Fernandez, Esq., Inventory Counsel, Office of Attorney Regulation
Submitted for 1 Professional Responsibility Credit
9:50 – 10:40 AM
Cybersecurity for Solo and Small Firms
No one wants to deal with a data breach. As an attorney, you are in possession of valuable client information and client funds, which could be at risk. This presentation will provide you with tips to protect yourself from cyber criminals, and strategies to deal with a breach.
Presented by Douglas Brush, Brush Cyber Consulting
10:40 –11:00 AM
Morning Break
11:00 – 11:50 AM
Judicial Pathways
Have you ever considered becoming a judge? Learn what it takes to rise from solo or small firm practice to the bench.
Presented by The Honorable Julie Field, (ret.), JAMS. Additional speakers to be named.
11:50 AM – 12:00 PM
A Word from Access to Justice Programs
12:00 – 12:50 PM
Marketing
Learn how to identify your ideal client, and strategies to reach that ideal client in an ever-changing media environment.
Presented by Georgina Miller, Crabapple Communications
Not Submitted for CLE Credit
12:50 – 2:00 PM
Lunch on your Own
2:00 – 3:30 PM
Optional Marketing Workshop
Our marketing expert is back to help you develop the right marketing plan for your firm.
Presented by Georgina Miller, Crabapple Communications
Limited to first 20 RSVPs. Only offered as an in-person event. Not available on home study, not Submitted for CLE Credit
3:30 PM
Adjourn
Thursday, October 30, 2025
8:30 – 9:00 AM
Registration and Coffee
9:00 – 9:50 AM
Creating a Business Plan
Your business plan is a living document, and should reflect your goals, values, and vision for your firm. Learn how to start with business planning; how to update a business plan to reflect your short-term and long-term goals; and how to keep staff onboard with your vision for your firm.
Presented by Poorvi Parkhie, Esq., The Law Office of Poorvi B. Parkhie
9:50 – 10:40 AM
Practical Uses of AI for Solo Firms
AI is all over the news, and you have likely heard the horror stories of what can go wrong. But AI is also a powerful tool that can make your practice more efficient and more effective. Learn the best ways to use AI as a solo or small firm attorney, without running afoul of the ethical rules.
Presented by Dan Sapienza, Esq., Poudre Legal Advisors
Submitted for 0.5 Professional Responsibility Credit
10:40 – 10:50 AM
Morning Break
10:50 – 11:40 AM
Remote Staff and Outsourcing
You can’t do it all on your own. Learn how hiring remote staff can help you run a more efficient and cost-effective practice
Presented by Molly McGrath, Hiring & Empowering Solutions
11:40 AM – 12:30 PM
Finding The Right Fit
How do you decide to partner, and how do you find the right partner?
Presented by Kevin Cheney, Esq., Cheney Galluzzi & Howard, LLC; Greg Corbin, Esq., Werge & Corbin Law Group; Tim Galluzzi, Esq., Cheney Galluzzi & Howard, LLC; and Tom Werge, Esq., Werge & Corbin Law Group
12:30-12:40 PM
Pick up boxed lunches (included in registration fee)
CBA-CLE can provide vegetarian, vegan, and gluten-free options if attendees note their dietary needs during registration.
12:40 PM – 1:30 PM
The Civil War in Appalachia
Learn about the abolitionist movement that existed in the Appalachian South before and during the American Civil War.
Presented by The Honorable Christopher Cross (ret.), JAMS
1:30 – 3:00 PM
Networking Reception
Join us for a networking reception after the conference. Fun alternative networking activities to be added to the agenda.
3:00 PM
Adjourn
Registration Fees
| Non Member | $529.00 |
| CBA Member | $399.00 |
| CBA Solo- Small Firm Section Member | $299.00 |
| Government/Active Military/Public Service | $199.50 |
| LLP/Paralegal/Legal Support Staff | $199.50 |
| New Lawyer Edge Partner | $199.50 |
| CLEACCESSPASS---ELITE Pass Holder | $0.00 |
| Student Currently Enrolled in Law School | $0.00 |
- General Credits: 8.00
- Ethics Credits: 1.50
- EDI Credits:
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