Solo and Small Firm Section Executive Committee Meeting

Solo and Small Firm Section
Executive Committee Long Range Planning Meeting
Laguna Beach, California
Friday, November 14, 2014:  12:00 – 4:00 p.m.
Saturday, November 15, 2014: 8:30 - 12:00 p.m.


Conference Call
(855)520-7605
Passcode: 1162168711#
  1. Call to Order (Susan)
  2. Welcome Activity (Terry)
  3. Approval of Minutes of in-person meeting September 12, 2014 and Minutes of telephonic meeting of October 9, 2014 (Susan)
  4. Section Financial Summary (Neal)
  5. Council of Sections Discussion (Terry/Cindy)
  6. Long Range Planning
    • Subcommittee break-out sessions
    • Meet with subcommittees; prepare plan
    • Report to full board
  7. Big News (Henry)
    • Feedback on content/layout/frequency
    • Next issue dates
  8. E-Newsletter (Terry, Renee)
  9. Social Media Subcommittee Report (Terry and Renee)
  10. Webinars (Marilyn)
    • October 28: Closing a Law Practice (Shirish)
    • Upcoming Webinars
  11. Education (Ritzel)
    • In-person program in January in LA: advertising and publicity
    • Program Submissions for Solo Summit
  12. Bar Outreach (Susan)
    • Outreach Funding (Susan)
    • Upcoming programs – San Joaquin, Humboldt, Mono/Inyo
  13. Law School Outreach (Phil and Eleanor)
    • Cal Western: 2014 (Phil)
    • USD: early 2015 (Phil)
    • Santa Clara: Jan 22, 2015 9-4 (Eleanor)
  14. Membership (Megan)
  15. New Board Members and Mentor Advisors
  16. Myer Sankary Award/Solo and Small Firm Attorney of the Year (Cindy)
  17. Swearing In Ceremonies: sign up
  18. Advertising (Alex)
  19. 2014-2015 Meeting Schedule
    • December 11, 2014 – Telephonic meeting
    • January 16, 2015 – Westin St. Francis, 335 Powell Street, San Francisco
  20. New Business