Wednesday, June 16, 2021
4:30 - 6:00 pm
Kickoff and Brewery Tour
Chad Bratt of Jagged Mountain Brewery in Downtown Denver will lead us on a virtual tour of the brewery, and then join us for questions and conversation about Colorado craft beer, including where to find the best beer in your neighborhood. Bring a bottle of your favorite Colorado beer, as Chad will be offering tasting and style notes on request. Then, stick around for networking in the virtual lounge.
RSVP in the Virtual SWAG Bag and claim a coupon for a free beer at the Jagged Mountain Brewery- supplies are limited, RSVP now!
Thursday, June 17, 2021
8:30 - 8:35 am
Welcome and Introduction
Presented by Justie Nicol, Esq., Nicol Gersch Petterson, P.C., and Ben Skeen, Esq., CBA-CLE
8:35 - 9:35 am
Keynote Address: The Legal Supply Chain
Lawyer Forward author Mike Whelan shares his narrative about how he found his place in the legal industry. Mike will frame his view of a collaborative model of legal service delivery, and help you find your place in the Legal Supply Chain.
Presented by Mike Whelan, J.D., LawyerForward.com
9:45-10:50 am
Breakout Session 1
Advocates Track:
Networking Break
Looking to connect with a colleague? Meet in the virtual networking lounge. Join a table or couch to catch up or expand your professional circle in small groups or 1:1 via video. See who else is in the room and instantly jump to their table to say hello. Pop in for a few or stay for a while!
Leaders Track:
Becoming a Bar Leader
So you joined your local Bar Association. What next? In this session, three graduates of the CBA's COBALT program will share lessons in leadership, and help you discover a path to career satisfaction and advancement through bar involvement.
Presented by Nicole Black, Esq., Cohen|Black Law; Jake Eisenstein, Esq., Eisenstein Law, LLC; and Ruchi Kapoor, Esq., Kapoor Law + Policy, LLC
10:55-11:55 am
Breakout Session 2
Advocates Track:
Avoiding Ethical Landmines with Expert Witnesses
Discover common and sometimes overlooked ethical issues related to expert witnesses, and discuss the application of Rules of Professional Conduct 1.6, 4.1, 3.4, and 8.4, as well as the Rules of Civil Procedure.
Presented by Damian J. Arguello, Esq., Colorado Insurance Law Center
Submitted for 1.2 Ethics Credits
Entrepreneurs Track:
Networking Break
Looking to connect with a colleague? Meet in the virtual networking lounge. Join a table or couch to catch up or expand your professional circle in small groups or 1:1 via video. See who else is in the room and instantly jump to their table to say hello. Pop in for a few or stay for a while!
Leaders Track:
Client Data - Collect It All
Save time, reduce paper, and increase the completion rate of your client questionnaires using free and inexpensive tools to electronically gather data from your clients. Learn how to create fillable PDFs and online questionnaires to efficiently get the information you need.
Presented by Danielle DavisRoe, Esq., Affinity Consulting Group
12:05-1:05 pm
Breakout Session 3
Advocates Track:
10 Things that Every Trial Lawyer Needs to Know About Appeals
Marie and Ruth, both appellate specialists, will cover basic information about appeals that every trial lawyer should know and keep in mind. Topics will include: how to preserve issues for appeal, how post-trial motions affect timing to file an appeal, how standards of review affect the decision of what to appeal, and more. Attendees will walk away with a list of 10 important points to use in practice.
Presented by Ruth Moore, Esq. and Marie Williams, Esq., Moore Williams PLLC
Entrepreneurs Track:
Law Firm Bookkeeping Essentials
Learn or refresh your knowledge of the basics of law firm bookkeeping from inception through to reconciliation, including trust accounts and unique law firm requirements for maintaining accurate books. Includes discussion of CRPC 1.15.
Presented by Steven Libhart, Numbers Matter LLC
Submitted for .4 Ethics Credits
Leaders Track:
Networking Break
Looking to connect with a colleague? Meet in the virtual networking lounge. Join a table or couch to catch up or expand your professional circle in small groups or 1:1 via video. See who else is in the room and instantly jump to their table to say hello. Pop in for a few or stay for a while!
1:15-1:25 pm
Remarks from CBA Leadership
Presented by Jessica Brown, Esq., Gibson, Dunn & Crutcher LLP, and Colorado Bar Association President
1:25 - 1:30 pm
Remarks from CBA-CLE Board
Presented by Danaé D. Woody, Esq., Woody Law Firm, LLC
1:40-2:40 pm
How to Boost Your Small Law Firm's Brand Through Traditional Marketing in 2021
This presentation will cover the efficacy of billboards and print media when combined with digital options for small law firm marketing. The audience will learn about the importance of brand awareness, they will be reintroduced to traditional marketing options including billboards and printed advertisement, and finally they will be able to determine how to use traditional marketing methods for their law firm's promotion in 2021. *
Presented by Meranda Vieyra, Denver Legal Marketing, LLC
4:00 - 6:00 pm
Networking and Virtual Tour of Meier Ski Factory
We thought we would be in Breckenridge this week, but that didn't happen. So we're bringing the mountains to you! Grab your favorite beverage, and join us in networking lounge for small-group and 1:1 video networking.
We will be treated to a special behind-the-scenes tour of the Colorado-based Meier ski factory, where locally harvested aspen- and beetle-kill pine wood become handcrafted, high performance skis.
Friday, June 18, 2021
8:30 - 8:35 am
Welcome and Introduction
8:35 - 9:35 am
DEI and the Small Firm
At times, solo & small firms feel that they are limited in participating in diversity, equity and inclusivity (DEI) efforts. While this is the perception, it is not true. There are many ways solo and small firms can ensure that their firm values integrate DEI into their firm culture. What many fail to realize is that supporting DEI efforts is a vehicle to supporting social change and anti-racism. This training will focus on what every small and solo firm practitioner needs to know about DEI, and how they can participate in the social and racial movement our country is experiencing.
Presented by Sara Scott, Esq., Center for Legal Inclusiveness
9:45-10:45 am
Breakout Session 4
Advocates Track:
Leveling the Playing Field: Technology and Techniques for the Small Practitioner Litigating Against Larger Firms
Solo and small-firm practitioners are frequently at a disadvantage when an adverse party is represented by a larger firm with more resources. Learn how to use technology and litigation strategies to overcome these disadvantages.
Presented by Dan Culhane, Esq., Discovery Genie
Entrepreneurs Track:
Turning Molasses into Money: Making the Most Out of Downtime
Most lawyers have cyclical down-periods. It's what you do with that time that counts. Learn how to maximize your downtime to invest in business, and hit the ground running when work picks back up.
Presented by Jeff Schoenberger, Esq., Affinity Consulting
Leaders Track:
Networking Break
Looking to connect with a colleague? Meet in the virtual networking lounge. Join a table or couch to catch up or expand your professional circle in small groups or 1:1 via video. See who else is in the room and instantly jump to their table to say hello. Pop in for a few or stay for a while!
10:55-11:55 am
Breakout Session 5
Advocates Track:
Networking Break
Looking to connect with a colleague? Meet in the virtual networking lounge. Join a table or couch to catch up or expand your professional circle in small groups or 1:1 via video. See who else is in the room and instantly jump to their table to say hello. Pop in for a few or stay for a while!
Entrepreneurs Track:
Pandemic Succession Planning: Five Easy Steps and One Hard One
Lawyers have an ethical duty to have a succession plan in the best of times. The pandemic has proven how succession planning is even more crucial by record numbers of people becoming disabled or dying. But the good news is succession planning doesn't have to be difficult - it just needs to be done! Includes discussion of CRCP 1.3, 1.6, 1.9, 1.15, and 1.16.
Presented by Erika Holmes, Esq., ELHolmes Legal Solutions, LLC; Gerald Pratt, Esq., Law Office of Gerald D. Pratt, PC; and Jonathan White, Esq., Professional Development Counsel, Office of Attorney Regulation Counsel
Submitted for .4 Ethics Credits
Leaders Track:
LinkedIn for Lawyers
LinkedIn has always been an important resource for business development, perhaps even more so in the socially distant world. Get hands-on training on being recognized as a thought leader. Bring questions and ask for real-time help with your LinkedIn profile. *
Presented by Meranda Vieyra, Denver Legal Marketing
12:05-1:05 pm
Breakout Session 6
Advocates Track:
Piercing the Corporate Veil: A Practical Approach
Piercing the corporate veil is a concept that is often misunderstood because the doctrine is, as Justice Cardozo once wrote, "Enveloped in the mists of metaphor." This program will help attendees understand the origins of this equitable remedy by tracing its history. We will address common misconceptions about this area of law, and provide practical tips on how to evaluate whether grounds exist to pierce the corporate veil, how to plead such cases, discovery issues, ethical issues, and alternative theories of relief.
Presented by Mark Cohen, Esq., Mark Cohen JD, LLM
Entrepreneurs Track:
Networking Break
Looking to connect with a colleague? Meet in the virtual networking lounge. Join a table or couch to catch up or expand your professional circle in small groups or 1:1 via video. See who else is in the room and instantly jump to their table to say hello. Pop in for a few or stay for a while!
Leaders Track:
Judicial Pathways
Our panel of County, District, and Appellate Judges from across the state will discuss Colorado's Judicial selection process, and paths for small and solo-firm attorneys to be appointed to the judiciary.
Presented by Hon. Nathaniel Baca, County Court Judge, 22nd Judicial District; Hon. Sarah B. Cure, District Court Judge, 8th Judicial District; Hon. Jill Dorancy, District Court Judge, 2nd Judicial District; and Hon. Neeti Pawar, Colorado Court of Appeals
Moderated by Sumi Lee, Esq., Head of Judicial Diversity Outreach, Colorado Judicial Department
1:05-1:30 pm
Networking Break
Looking to connect with a colleague? Meet in the virtual networking lounge. Join a table or couch to catch up or expand your professional circle in small groups or 1:1 via video. See who else is in the room and instantly jump to their table to say hello. Pop in for a few or stay for a while!
1:30-2:30 pm
Solo But Not Alone: The Importance of Community for Entrepreneurial Attorneys
The Gallup Wellbeing Index found that 45% of entrepreneurs are stressed. For independent lawyers, this pressure can be caused by the hurdles they navigate daily which include hiring, sales, and accounting, in addition to their actual client matters. Savvy solo practitioners surround themselves with community for fellowship. This panel will focus on the benefits of joining existing Colorado communities, such as bar associations, professional organizations, mentorship programs, and co-working spaces to combat these issues. Information will be covered on how solo practitioners can leverage their community involvement to help them be stronger business owners. Includes discussion of Colorado Ethics Opinions 89 (Office Sharing) and 105 (Contract Attorneys).
Presented by Amy Brimah, Esq., Brimah LLP; Jodan Deifik, MA, MBA, Bastion; Jay Kamlet, Esq., Kamlet Law, LLP; and Meranda Vieyra, Denver Legal Marketing, LLC
Submitted for .3 Ethics Credits
*Total CLE credits for the institute are 11.00, including 2.3 professional responsibility (formerly ethics) credits. Some sessions are not CLE accredited.
