Hanging Your Shingle 2015: Hardware. Software. Anywhere You Want to GO Out of Stock
The operation timed outSponsored by the Professional Liability Section and the Solo/Small Firm Section of the Colorado Bar
Quantity
August 2015
Hanging Your Shingle 2015: Hardware. Software. Anywhere You Want to Go
Sponsored by the Professional Liability Section and the Solo/Small Firm Section of the Colorado Bar Association
Program Highlights:
- Appreciating the Difference Between Not Working for Someone Else and Working for Yourself
- Writing Your Business Plan
- What Does a Bank Want to See Before It Loans Money or Extends a Line of Credit?
- What Type of Entity Should You Choose When Starting Your Law Firm?
- All Things Accounting and Finance: From Accounts Payable to Billable Hours to Accounts Receivable
- Trust Account Management and Fee Agreements
- Key Aspects of Law Practice Management
- Manage Your Malpractice Exposure
- Malpractice Insurance
- The Practical Application of the Rules of Professional Conduct
- Marketing and Business Development
- Technology: Your First Partner
- The Importance of Social Media in Starting Your Own Firm
- Ethics of Social Media
- Professionalism in Your Practice
- The Value of Getting a Mentor
Program Description:
Find out how to build your firm, your brand and your network by attending this year's Hanging Your Shingle program. In this intensive two and a half day course, you will get the tools, information and building blocks you need to confidently open the doors to your new firm. If you believe you can't afford to venture out on your own, is it time to ask yourself if you can afford not to?
Register today. It's time to take charge of your career.
After attending, past participants are ready to hit the ground running-
"Practical accounting, marketing and tech advice."
"Thorough, comprehensive and detailed approach."
"Vastly exceeded my expectations."
"This is truly fantastic!"
"One of the most useful [Seminars] I have ever attended in my 24 years in law."
SPONSORS:
Agenda:
THURSDAY, AUGUST 20th
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 - 9:10am
What It Takes to Start Your Own Law Firm: Appreciating the Difference Between Not Working for Someone Else and Working for Yourself
Presented by Barbara Cashman, Esq.
9:10 - 10:00am
Writing Your Business Plan
Presented by Qusair Mohamedbhai, Esq., and Siddhartha Rathod, Esq.
10:00 - 10:15am
Networking Break
10:15 - 10:45am
What Does a Bank Want to See Before It Loans Money or Extends a Line of Credit?
Presented by Cindy Grove, Relationship Manager
10:45 - 11:45am
Choice of Entity When Forming a Business: Options; Tax Considerations; Partnership and Operating Agreements
Presented by Jacqueline Benson, Esq.
11:45- 1:00pm
Lunch Break (On Your Own)
1:00 - 2:00pm
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, Legal Administrator and Independent Accountant to Small Law Firms
2:00 - 3:00pm
COLTAF Accounts
Presented by Katrin Miller Rothgery, Esq.
3:00 - 3:15pm
Networking Break
3:15 - 4:15pm
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 Don A. Kaniecki, CPA, MBA
4:15pm
Adjourn to Networking Reception Sponsored by the Solo/Small Firm Section
FRIDAY, AUGUST 21st
8:30 - 10:00am
Key Aspects of Law Practice Management
- 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 Charles "Chip" Mortimer, Esq., and Reba Nance, Director, Law Practice Management/Risk Management
10:00 - 10:10am
Networking Break
10:10 - 11:00am
Malpractice Insurance, Including Cyber Insurance
A Very Unique Kind of Coverage
Presented by Carolyn Fairless, Esq.
11:00am - 11:50am
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.
11:50am - 1:00pm
Networking Lunch (Box Lunch Included in Your Tuition) Or Walk Down the Street and Have Lunch at the CBA/CLE Legal and Technology Expo at the Warwick Hotel!
Legal and Technology Expo Lunch Sponsored by the Colorado Bar Association Litigation Section
1:00 - 2:00pm
Rules of Professional Conduct
Practical Application
Presented by David Little, Esq.
2:00 - 3:00pm
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
Presented by Phil Shuey, Esq.
3:00 - 3:15pm
Networking Break
3:15 - 3:30pm
The Importance of Finding a Mentor and What CAMP Has to Offer
Presented by John Baker, Esq.
3:30 - 5:00pm
From the Trenches: A Panel Presentation of Practical Advice and Traps to Avoid
Presented by:
Barbara Cashman, Esq
Qusair Mohamedbhai, Esq.
Siddhartha Rathod, Esq.
Jay M. Tiftickjian, Esq.
David Masters, Esq.
Moderator:
Gerald Pratt, Esq., Program Co-Chair
5:00pm
Adjourn
SATURDAY, AUGUST 22nd
9:00 - 10:00am
Marketing and Business Development for Small and Solo Firms - NO CLE CREDIT OFFERED FOR THIS SEGMENT
- Differences Between Marketing and Business Development and What Each One Does
- What's in a Marketing/Business Development Plan and How Do You Create It?
- Steps to Crafting an Actionable Marketing and Business Development Plan
- Must Haves in Solo Marketing/Business Development Plans - Focus on Essential Tactics Like
- Website, e-Marketing, Basics of Social Media (Focus on LinkedIn for Lawyers
Presented by Martha J. Cusick, Business Development Director, and Phil Nugent, Esq., Founder and Managing Director
10:00 - 10:10am
Networking Break
10:10 - 11:00am
The Importance of Social Media in Starting Your Own Firm - NO CLE CREDIT OFFERED FOR THIS SEGMENT
- How Blogs and Social Media Work for Attorneys
- How to Create a Successful Social Media Strategy for Your Practice
- Social Media Best Practices
- How to Use Social Media to Build Your Referral Networks
Presented by Dustin Ruge, Regional Manager
11:00am - 12:00pm
Ethics of 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.
12:00 - 12:40pm
Professionalism in Your Practice
Presented by Honorable John Leopold (ret.)
12:40pm
Adjourn
- CLE Pass Price *FREE! - exclusions may apply
- Standard Price $379.00 USD
- Member Price $309.00 USD
- General Credits 18.00
- Ethics Credits 7.90
- EDI Credits