Hanging Your Own Shingle - 17th Annual Program! Out of Stock
Sponsored by the Professional Liability Committee and the Solo/Small Firm Section of the Colorado Ba
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August 2017
Hanging Your Own Shingle - 17th Annual Program!
What are You Waiting For? Take the First Step
Don’t Miss the Networking Reception Wednesday Evening Sponsored by the Colorado Bar Association Solo/Small Firm Section!
ATTORNEYS in practice less than 5 years – Register for this program at $199, and you will be automatically signed up for the NEW LAWYER EDGE PARTNERSHIP at no additional charge!
Sponsored by the Professional Liability Committee and the Solo/Small Firm Section of the Colorado Bar Association
Program Highlights:
GETTING STARTED
- Don’t Freak Out—You Can Do This! Sound Advice for Starting Out
- Day One on Your Own: Getting Started
- The Importance of Business Plans
- Show Me the Money: What Does a Bank Want to See Before It Loans Money or Extends a Line of Credit?
- Choice of Entity Options When Forming a Business:
- Accounting and Financial Controls Part I
- Accounting and Financial Controls Part II
- COLTAF Accounts
RUNNING YOUR BUSINESS: MARKETING AND BUSINESS DEVELOPMENT
- Technology: Your First Partner
- Marketing and Business Development for Your New Firm
- Ethics of Social Media
- Malpractice Insurance, Including Cyber Insurance
- Managing Your Malpractice Exposure
- A Practical Application for the Rules of Professional Conduct
- The Importance of Finding a Mentor and What CAMP Has to Offer
- Colorado Lawyer Assistance Program (COLAP): What It Is and How It Can Help You
- From the Trenches: A Panel Presentation of Practical Advice and Traps to Avoid
SOCIAL MEDIA, CYBERSECURITY AND TAKING YOUR FIRST STEP
- The Importance of Social Media in Your Practice
- Cybersecurity, Cyberliability and Ransomware: What to Do When You Get Hacked
- In Summary: Professionalism in Your Practice
Program Description:
“A journey of a thousand miles begins with a single step.” Chinese philosopher Laozi (circa 604 BC)
Take the first step by attending CBA/CLE’s 17th Annual Hanging Your Shingle Program. In this intensive course, you will get the tools, information and building blocks you need to confidently thrive in your new firm!
Whether you have decided to venture out, or are in you’re in your first five years of practice in an established firm, make a commitment to your journey and REGISTER TODAY.
After attending, past participants valued their experience—
“One of the most useful [Seminars] I have ever attended in my 24 years in law.”
“Practical accounting, marketing and tech advice.”
“Thorough, comprehensive and detailed approach.”
“Vastly exceeded my expectations.”
“This is truly fantastic!”
“Exactly what I was looking for.”
Thank You to Our 2017 Sponsors!
Sponorship opportunities are still available! Please contact Melissa Higham at [email protected]
WEDNESDAY, AUGUST 2
GETTING STARTED
8:00am
Registration and Continental Breakfast
8:25am
Welcome and Introduction
Extended by David Little, Esq., and Gerald Pratt, Esq., Program Co-Chairs
8:30 – 9:00am
Don’t Freak Out—You Can Do This!
Sound Advice for Starting Out
Presented by David J. Graf, Esq., Law Office of Moeller Graf P.C., Englewood, CO
9:00 – 10:30am
Day One on Your Own: Getting Started (.5 ETHICS CREDIT)
- Let the World Know You’re a Lawyer!
- Open Your Office
- Office Equipment
- Open a Bank Account
- Open a Trust Account
- Join the Bar
- Get Business Cards
- Create Your Website
- Client Intake
- Scope and Objective of Representation, Unbundled Legal Services
- Fee Agreements and Engagement Letters
- Informed Consent
- File Setup, Review, Diligence
- Working with Legal and Non-Legal Support Staff
- Diaries, Calendars, Tickling, Backup
- Managing Your Time
- Bank Accounts and Ledger Systems
- Client Confidentiality
- Billing Discipline
- How to Run a Conflict Check
Presented by Kirby Joseph, Esq., Strategy4Success, Aurora, CO, and April McMurrey, Esq., Deputy Regulation Counsel, Colorado Supreme Court Office of Attorney Regulation Counsel, Denver, CO
10:30 – 10:40am
Networking Break
10:40 – 11:30am
The Importance of Business Plans
Presented by Qusair Mohamedbhai, Esq., Rathod | Mohamedbhai LLC, Denver, CO
11:30 – 11:45am
Me the Money: What Does a Bank Want to See Before It Loans Money or Extends a Line of Credit?
Presented by Kelly Condon, Regional President, Colorado Business Bank, Denver, CO
11:45– 1:00pm
Lunch Break (On Your Own)
1:00 – 1:50pm
Choice of Entity When Forming a Business: Options; Tax Considerations; Partnership and Operating Agreements
Presented by Fay Chu Fong, Esq., Fortis Law Partners LLC, Denver, CO
1:50 – 2:40pm
Accounting and Financial Controls Part I
- Trust vs. 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 Steve Libhart, Accountant, Rollin Braswell Fisher LLC, Greenwood Village, CO
2:40 – 2:50pm
Networking Break
2:50 – 3:40pm
Accounting and Financial Controls Part II
- 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 Ronald Seigneur, CPA/ABV/CFF ASA CVA CGMA, Seigneur Gustafson LLP, Lakewood, CO
3:40 – 4:30pm
COLTAF Accounts (1 ETHICS CREDIT)
Presented by Katrin Miller Rothgery, Esq., Brownstein Hyatt Farber Schreck, LLP, Denver, CO
4:30pm
Adjourn to Networking Reception Sponsored by the Solo/Small Firm Section
THURSDAY, AUGUST 3
RUNNING YOUR BUSINESS: MARKETING AND BUSINESS DEVELOPMENT
8:30 – 9:20am
Technology: Your First Partner
What Will You Need, What Does It Cost and ROI?
- Defining Your Needs in Relation to Your Skills, Budget, Practice and Firm Size
- Key Hardware and Software for Managing a Successful Practice, Including When to Use Smartphones, Tablets, Hybrids and Notebook Computers
- Is the Cloud Just for Rainy Days?
- Dealing with the Software Merry-Go-Round
- Selecting Case Management and Analysis, Timekeeping and Billing Software
- CRPC 1.5: Ethical Issues When Billing
- E-Filing in the ICCES World
- 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
- Cybersecurity
Presented by Phil Shuey, Esq., Phil J. Shuey, PC, Greenwood Village, CO
9:20 – 10:10am
Marketing and Business Development for Your New Firm (NO CLE CREDIT OFFERED FOR THIS SEGMENT)
Your Website, e-Marketing, Basics of Social Media, Such as LinkedIn and Facebook
Presented by Meranda Vieyra, Owner, Denver Legal Marketing, Denver, CO
10:10 – 10:20am
Networking Break
10:20 – 11:10am
Ethics of Social Media (1 ETHICS CREDIT)
- What Exactly IS Social Media?
- Confidentiality, Competency and the Cloud
- Marketing Through Social Media
- Really Dumb Things Lawyers (and Judges) Do on Social Media
- Online Attorney Referral Services
Presented by Charles Luce, Esq., Moye White LLP, Denver, CO
11:10 – 12:00pm (1 ETHICS CREDIT)
Malpractice Insurance, Including Cyber Insurance
A Very Unique Kind of Coverage
Presented by Carolyn Fairless, Esq., Wheeler Trigg O'Donnell LLP, Denver, CO
12:00 – 1:00pm
Networking Lunch (Box Lunch Included in Your Tuition)
1:00pm – 1:50pm (1 ETHICS CREDIT)
Managing Your Malpractice Exposure
- Attorney/Client Relationship
- Identifying the Client
- Duties to Clients and Non-clients
- Avoiding or Limiting Liability
- Malpractice Exposures
- Risk Management
Presented by John Palmeri, Esq., Gordon & Rees, LLP, Denver, CO
1:50 – 2:50pm
Rules of Professional Conduct (1 ETHICS CREDIT)
Practical Application
Presented by David Little, Esq., Montgomery Little & Soran, PC, Greenwood Village, CO
2:50 – 3:05pm
The Importance of Finding a Mentor and What CAMP Has to Offer – Pre-Recorded
Presented by J. Ryann Peyton, Esq., Director, Colorado Attorney Mentoring Program (CAMP), Denver, CO
3:05 – 3:20pm
Colorado Lawyer Assistance Program (COLAP): What It Is and How It Can Help You
Presented by Barbara Ezyk, Esq., RN, Executive Director, Colorado Lawyer Assistance Program, Denver, CO
3:20 – 3:30pm
Networking Break
3:30 – 5:00pm
From the Trenches: A Panel Presentation of Practical Advice and Traps to Avoid
- Complications of Electronic Communications and ‘Electronic Traps’
- How to Stay Competent Within Your Field of Practice
- Staying Away from the Avvo Scam
Presented by:
- David Graf, Esq.
- Siddhartha Rathod, Esq.
- Jay Tiftickjian, Esq.
- Dianne A. Van Voorhees, Esq.
- Danaé D. Woody, Esq.
Moderator: Gerald Pratt, Esq., Program Co-Chair
5:00pm
Adjourn
FRIDAY, AUGUST 4
SOCIAL MEDIA, CYBERSECURITY AND
TAKING YOUR FIRST STEP
9:00 – 10:00am
The Importance of Social Media in Your Practice
LinkedIn, Facebook, Twitter, Snapchat, and Blogs
Presented by Dustin Ruge, Southwest Regional Manager, Thomson Reuters, Phoenix, AZ
10:00 – 10:10am
Networking Break
10:10 – 11:00am
Cybersecurity, Cyberliability and Ransomware
What to Do When You Get Hacked
Presented by Edward C. Hopkins Jr., Esq., HopkinsWay PLLC, Denver CO
11:00 – 11:40am (.5 ETHICS CREDIT)
Professionalism in Your Practice
Presented by Honorable John Leopold (ret.)
11:40am
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $379.00 USD
- Member Price $329.00 USD
- General Credits 18.00
- Ethics Credits 6.00
- EDI Credits