Solo-Small Firm Institute Out of Stock

 

Co-Sponsored by the Colorado Bar Association Solo-Small Firm Section, the El Paso County Bar Associa

  Quantity

 

 

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
 
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  
 
 
Wednesday,  June 10 -  Friday, June 12, 2020
 
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
 
 
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.
 
 
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.
 
 
Financial Assistance is for the Institute is Available
 
To apply for assistance with tuition, provided by CBA-CLE, or with lodging, provided by the CBA Solo Small Firm Section, visit https://cle.cobar.org/solo-small. *Note that the hotel room block closes on May 10, 2020.
 
Hyperlinks for microsite are https://cle.cobar.org/Support/Tuition-Assistance and https://www.surveymonkey.com/r/ZFRDDBL.

SPECIAL THANKS TO OUR 2020 INSTITUTE SPONSORS!


PLATINUM

Indexed.IO


GOLD

J.S. Held

Thomson Reuters


SILVER

JAMS

The Colorado Bar Insurance Program


BRONZE

Discovery Genie

Eide Bailly

First Citizens Bank

Law as a Business

LawPay

MDD Forensic Accountants

Rider Goodwin Law

Smith.ai


Sponsorship opportunities are still available! Please contact Melissa Higham at mhigham@cobar.org for more information.

 

 

 

Agenda:
 
Wednesday, June 10, 2020
 
11:30 – 1:00 p.m.  
Registration
 
1:00 - 1:50 p.m.  
Breakout Sessions 101, 102, 103 and 104
   
#101  
Tools and Tips for Effective Cross-Examination
Learn the importance of developing a theme for your case and using it to guide cross-examinations and depositions. We will also discuss considerations when preparing a cross-examination or deposition outline, including the use of the deposition transcripts to plan cross-examination at trial. Lastly, master effective cross-examination techniques, apart from the typical questions, including, how to use cross-examination to drive your point home with the judge and/or jury, the use of demonstratives, and other strategic questions/comments to insert into your examination.  
Presented by Jessamyn L. Jones, Esq., Mulliken Weiner Berg & Jolivet P.C.
   
#102  
Frequently Encountered Employment Law Issues and Solutions
Overview and analysis of common employment law matters that can occur in the solo-small firm environment. How to navigate your way through employment law issues, plus practical tips for compliance and success.
Presented by Qusair Mohamedbhai, Esq., Rathod | Mohamedbhai LLC
   
#103  
What Clients Buy and How It Has Nothing to Do with Your Time
Focusing on client value and what clients are willing to pay for it, we’ll discuss common consumer values, how to highlight an individual client's priority, and how focusing on value will increase profitability.  
Presented by Justin Bertron, Esq., LL.M., The Bertron Law Firm, LLC, and Lauren Lester, Esq., Lester Law, LLC
   
#104   0.5 Ethics Credit  
Maximizing your Online Presence and Social Media in 2020
We’ll tackle online presence management, marketing opportunities, and how to leverage social media - plus ethical considerations, rules and laws around online marketing, and how Colorado lawyers can abide by them.  
Presented by Honorable Adam J. Espinosa, 2nd Judicial District, and Meranda M. Vieyra, Denver Legal Marketing
 
1:50 - 2:00 p.m.  
Networking Break
 
2:00 - 2:50 p.m.  
Breakout Sessions 201, 202, 203 and 204  
   
#201  
How Has the 2020 Colorado General Assembly Affected Your Practice and Clients?
Our discussion of the 2020 state legislative session will cover the top statutory changes that may impact you (as a solo practitioner or small firm) and your clients and practice tips to make your cases successful while incorporating these changes. Send any bills of interest by May 22, to Kaela@willoughbylaw.com and AWhite@cobar.org.    
Presented by Andrew White, Director of Legislative Relations, Colorado Bar Association, and Kaela Zihlman, Esq., Willoughby & Associates, Legislative Liaison for the CBA Young Lawyers Division
   
#202  
From the Trenches: What Makes Us Successful as Solo and Small Firm Attorneys?
Learn from the successes (and mistakes) your colleagues have experienced and get real world tips for navigating law firm business while maintaining and cultivating your personal brand. We'll discuss the challenges of managing technology and people, innovative marketing for the competitive small firm, money issues, and developing creative strategies for running your firm as a business.  
Panelists:    
- Rehan Hasan, Esq., Hasan LLC    
- April D. Jones, Esq., Jones Law Firm, PC  
- Sara C. Sharp, Esq., SK&S Law Group LLP  
Moderator: Danaé D .Woody, Esq., Program Chair, Woody Law Firm, LLC  
   
#203  
Deal or No Deal: The Art of Plea Negotiations
A discussion of the best techniques for plea negotiations, this session will include ideas and guidance on how to prepare for and conduct plea negotiations.    
Presented by W. Harold “Sonny” Flowers, Jr., Esq., Hurth, Sisk & Blakemore LLP, and Kenneth E. Kupfner, Esq., 20th Judicial District Attorney’s Office
   
#204  
Small Law Firm Accessibility and Civil Rights Compliance: ADA, CADA, and More
If your small firm is inaccessible to the one in five Americans with a disability, it will not only negatively impact your bottom line, but is likely to result in significant civil liability. In light of court decisions across the country mandating greater accessibility to places of commerce and public accommodations, including websites, we will discuss various techniques and best practices for compliance under the Americans with Disabilities Act, Colorado Anti-Discrimination Act, Denver Anti-Discrimination Ordinance, and other civil rights legislation.    
Presented by Iris Halpern, Esq., Rathod | Mohamedbhai LLC
 
2:50 – 3:10 p.m.  
Networking Break
 
3:10 – 4:10 p.m.  
Design Your Delta: Thrive in Law (and Life)
The evolving legal landscape presents incredible challenges to the solo and small firm lawyer. From technology to re-regulation, we as a profession are inundated daily with demands to innovate or perish. In this call-to-action talk, fifth generation and small-firm lawyer Cat Moon focuses on our biggest challenges in the profession, and offers an agile framework for reframing these challenges as opportunities. Using the Delta Model, any lawyer can craft a roadmap leading to a successful, thriving life in the law—no matter what obstacles arise.  
Presented by Professor Caitlin (Cat) Moon, MA, JD, Vanderbilt Law School
 
4:10 – 6:00 p.m.  
Luau on the Beach
Dress in your freshest hula skirt or beach wear, and make your way to the Cheyenne Mountain beach for a tropical drink and pupu platters. You won’t want to miss the opportunity to compete with your colleagues on the mechanical surfboard where “Hang 10 Champion” will be crowned!
 
6:00 p.m.  
Dinner on your Own
 
7:30 – 9:15 p.m.  
CLE Under the Stars       
Easiest Catch: Don’t be Another Fish in the Dark 'Net
You've read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. Covering current developments in the digital underground, as well as realistic advice for cyber protection, Mark Lanterman will discuss recent high-profile cybercrime events, and website breaches, and their specific impacts to law firms. We will discuss particularly dangerous types of threats involving the Dark Web, the Internet of Things, phishing, and Wi-Fi attacks; additionally, Mark will demonstrate the value of leveraging forensic evidence and ESI in the courtroom.    
Presented by Mark Lanterman, Computer Forensic Services
 
9:15 – 11:00 p.m.  
Carnival Under the Stars
Come one, come all! Step right up and join the fun! You’re never too old to enjoy a carnival. After you’ve earned your CLE credits for the day, test your prowess at our carnival games, enjoy food and drinks, and spend time connecting with friends and colleagues.  
Sponsored by Indexed.IO
 
   
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
Our "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 files, 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.    .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!  
 
   
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 
  •   Standard Price
    $799.00 USD
  •   Member Price
    $515.00 USD
  •   General Credits
    38.00
  •   Ethics Credits
    3.20
Live Seminar Date
6/10/2020
Expiration Date
12/31/2022
Non-Member Price
$799.00 USD
Member Price
$515.00 USD
Product Code
SS061020J
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