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Schedule for Friday at the Solo Summit

The State Bar of California
California Solo & Small Firm Summit
June 19 – 21, 2014
Newport Beach Marriott Hotel & Spa
900 Newport Center Drive,
Newport Beach, CA 92660

Event Time

Continental Breakfast and General Session

(13) How to Use the Power of Social Media to Drive Highly Qualified Leads to Your Law Firm

Social media is one of the fastest growing tools for lead generation for lawyers, but many attorneys have tried it without success. We will uncover the secrets top attorneys are using to get more leads and referrals from Facebook and LinkedIn. You can’t afford to miss this session!

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

8:30 a.m. - 10 a.m.

Concurrent Sessions

(14) Client Trust Accounting Fundamentals

A presentation on the ethical responsibilities an attorney must be aware of when dealing with client funds, including a discussion of client trust accounts, relevant Rules of Professional Conduct and significant case law. The goal of the presentation is to offer information with a view towards avoiding problems handling client funds.

MCLE: 1.0 Hour Ethics

Speaker: Riza Sitton

(15) Health Care Reform for Solo and Small Firms

This session will cover the latest developments on provisions of the Affordable Care Act (ACA) that impact solo and small firms including: the Individual Mandate, Small Business Health Care Premium Tax Credit, The Small Business Health Options Program (SHOP) and new reporting and disclosure requirements that impact all employers regardless of size. We will also discuss how the success or failure of the Individual Mandate of ACA may impact the insurance market.

MCLE: 1.0 Hour General

Speaker: Ruben Reyes

(16) Ten Things a Small Firm Owner Should Never Do

Attorneys will learn why and how to avoid huge time and money wasters in their practice. From how to efficiently handle telephone calls, to avoiding requests for free legal advice, to billings, bookkeeping and cash flow maintenance.

MCLE: 1.0 Hour General

Speaker: Frank T. Lockwood

10:15 a.m. - 11:15 a.m.

Friday Lunch Program

(17) Junior Associate to Senior Partner: Confidentiality, Privacy and Technology Governance

Generally speaking, senior attorneys tend to be intimidated by technology. On the other hand, junior attorneys tend not to be intimidated enough! This program strikes the balance and answers the burning question, “Am I doing enough to protect the privacy and confidentiality of both my practice and my client information?”

MCLE: 1.0 Hour Ethics

Speaker: Perry Segal

11:30 a.m. - 1 p.m.

Concurrent Sessions

(18) Top 10 Tips and Traps of Managing Employees OR What You Don’t Know Can Hurt You

This program provides solo practitioners and small firms with up to date practice advice on personnel matters: from hiring your first employee, retaining contract staff, and compliance with the regulations pertaining to personnel / human resource matters.

MCLE: 1.0 Hour General

Speaker: Cynthia Elkins

(19) Litigated to Death: How to Sue and Defend the Dead

It is increasingly likely a party will die during litigation. This program will educate the general litigator and probate attorney alike about procedures, deadlines, and traps for the unwary in proceeding with such litigation.

MCLE: 1.0 Hour General

Legal Specialization: 1 Hour Estate Planning, Trust and Probate Law

Speakers: Daniel B. Herbert; Julia C. McBride

(20) Anatomy of Personal Injury Case

This presentation will deal with the process of how a personal injury case works from screening potential clients all the way to litigating a case, and is targeted for those interested in the field but not familiar with it. The presentation will also address many of the dangers of taking on personal injury matters for the unwary and unfamiliar practitioner.

MCLE: 1.0 Hour General

Speakers: Jason Cohn; Saar Swartzon

1:15 p.m. - 2:15 p.m.

Concurrent Sessions

(21) All About Child and Spousal Support -- Establishing, Modifying and Terminating

A ‘how-to’ analysis on obtaining and defending against requests for child and spousal support orders, whether pendente lite, long-term (at trial) or post judgment (modifying/terminating). The statutory and case-law framework for support will be discussed as well as thinking creatively about the topic. Covered topics will include imputation, cohabitation, “income available for support” and Ostler/Smith orders.

MCLE: 1.0 Hour General

Legal Specialization: 1.0 Hour Family Law

Speakers: Mark Ressa; John Hodgson

(22) Professional Responsibility Traps for the Unwary Solo and Small Firm Practitioner

An overview of Professional Responsibility and Risk Management tips focused upon solo and small firm practitioners.

MCLE: 1.0 Hour Ethics

Speaker: Robert Hawley

(23) Tax Problems Facing Small Businesses

This program will address the tax problems that can face small businesses, including lack of adequate record keeping, the tax implications of the choice of entity in which to do business, sales tax, employment tax and property tax issues and how to advise your client to minimize their tax problems.

MCLE: 1.0 Hour General

Legal Specialization: 1 Hour Taxation Law

Speakers: LaVonne Lawson; Richard Cole

2:30 p.m. - 3:30 p.m.

General Session and Wrap Up

(24) Content Marketing and Blogging for Lawyers: How to Position Yourself as an Industry Thought Leader

With the recent changes to Google, it is virtually impossible to rank high without adding content to your website and having a strong social media presence. You will learn how to use blogging to position yourself as the “go to expert” and thought leader, how much content you really need to produce in order to get leads, and ways to use Google+ and our proven Social Media Blueprint to distribute your content to targeted groups of prospects.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

3:45 p.m. - 5:00 p.m.