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Schedule for Friday at the Solo Summit
Schedule for Friday

The State Bar of California
California Solo & Small Firm Summit
June 18 - 20, 2015
Newport Beach Marriott Hotel & Spa
900 Newport Center Drive,
Newport Beach, CA 92660

Event Time

General Session and Continental Breakfast

(13) Social Media Strategy: Using Facebook and LinkedIn to Get More Referrals

According to the ABA, more than 90% of attorneys are on LinkedIn, but very few of them generate any referrals from it. Facebook is one of the most cost-effective marketing tools, but it's overlooked by most attorneys. In this fast-paced session you will learn the top 10 steps to jumpstart your referrals on LinkedIn; how to use Facebook to connect with potential clients and referral sources; and three low-cost marketing tools for maximizing your results from social media.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

8:30 a.m. - 9:30 a.m.

Concurrent Sessions

(14) Dealing with Difficult Clients

This program will discuss identification of the difficult client, and legal and personal strategies to maintain a productive working relationship, and minimize conflict.

MCLE: 1.0 Hour Ethics

Speakers: Robert Brain; David Majchrzak; Robert Simon; Michele Trausch

(15) Cyber Security Principles for Attorneys

With new cyber security threats being developed daily, attorneys are in a unique position because they need to protect themselves and their personal data, and protect their client's data in their possession. This program will review the cyber security steps that attorneys may take to protect themselves and their law clients.

MCLE: 1.0 Hour General

Speaker: David Coher

(16) Law Practice for Sale: Strategies for Sellers and Buyers

Over the course of your legal career you've invested your time and talent in the growth of a successful law practice. Now, it's time to think seriously about retirement. Your law practice is a valuable asset; don't make the mistake of leaving it on the table. Learn what your practice is worth, how to locate a potential buyer, and how to negotiate a fair and balanced deal. Alternatively, you might be a younger lawyer seeking a bigger practice. You can grow your practice the old-fashioned way by doing good work and consistently networking, or take a more aggressive approach - jump-starting this process with the strategic acquisition of an existing book of business within your target market. Sell for security; buy for growth.

MCLE: 1.0 Hour General

Speaker: Roy S. Ginsburg

9:45 a.m. - 10:45 a.m.

Concurrent Sessions

(17) Ethics for the Solo and Small Firm Practitioner

This program will examine common ethical dilemmas that solo and small firm practitioners encounter and provide professional responsibility and risk management tips.

MCLE: 1.0 Hour Ethics

Speaker: Wendy Chang; Larry Doyle; Suzanne Burke Spencer

(18) Low Cost and Free Software Tools For Preparing Your Case for Trial

This program is for attorneys who take cases against much larger fi rms and are the underdogs as far as resources go. Learn about free or low cost software to help narrow that gap from the discovery phase through trial.

MCLE: 1.0 Hour

Speaker: Jeff Bennion

(19) What Do you Mean You're My Client?

This program will review the often murky rules concerning the identity and ethical obligations to individuals involved in your legal representation - some may be deemed to be your client while others may not, and it's not always clear which is which. Panelists discuss confi dentiality, privilege and best practices, and will various areas of law including criminal defense, probate, estate planning, bankruptcy and corporate litigation.

MCLE: 1.0 Hour Legal Ethics

Speakers: Nancy Goldstein; Alex Lubarsky; Megan Zavieh

11:00 a.m. - 12 noon

Friday Lunch Program

(20) From Barrister to Global Entrepreneur: Channeling Your Skills as a Lawyer to Unlock Other Opportunities.

Hear from Orla Kelly, BL about how she successfully revolutionized her solo legal practice in the UK to become an award winning Tech CEO. Having built the online business platform "Briefed" from the ground up and reconciled a world of horsehair wigs with cloud technology, Orla can provide the solo attorney with unique insights into business development, profi tability and channeling your skills as a lawyer to unlock other opportunities. This session does not offer MCLE credit, but is a must for all attorneys!

MCLE: 1.0 Hour General

Speaker: Orla Kelly

12:15 p.m. - 1:15 p.m.

Concurrent Sessions

(21) Mandatory Fee Arbitration: The Good, The Bad, There Is No Ugly

This program reviews the Mandatory Fee Arbitration Program which offers attorneys and clients the opportunity to resolve their fee disputes outside of the court system and the State Bar's discipline system. Speakers will offer preventative tips to help avoid fee disputes.

MCLE: 1.0 Hour Legal Ethics


  • Joel Mark, Member of the Committee on Mandatory Fee Arbitration (former chair and Presiding Arbitrator)
  • Ken Bacon, Presiding Arbitrator of the Mandatory Fee Arbitration Program.

(22) Ethics of Attorney Advertising on Social Media

This program will cover the ethics of advertising on social media. Panelists will discuss pending State Bar COPRAC opinions on attorney advertising using social media.

MCLE: 1.0 Legal Ethics

Speakers: Vanessa Candelaria; Katie Clunen; Ireneo Reus

(23) Independent Contractors: Do they Really Exist?

This program will cover the recent developments in evaluating the proper classification of workers as "independent contractors" versus "employee", and how various agencies assess and evaluate a determination, and the impact of an improper classification.

MCLE: 1.0 Hour

Speakers: Jibit Cinar; Cynthia Elkins

1:30 p.m. - 2:30 p.m.

Concurrent Sessions

(24) Being a Sound and Ethical Money Manager in a Small Firm Practice

Attorneys in a solo or small practice need to keep their eye on the ball when it comes to financial matters. This program covers client selection and intake, deposits/ retainers, sound billing practices, trust accounts/ handling client funds, expense/overhead issues and when and how to terminate the representation.

MCLE: 1.0 Hour Legal Ethics

Speaker: Rickey Ivie

(25) Successful Succession: Is Your Law Firm Ready For Your Retirement? Are You?

Nearly one-third of the nation's lawyers are baby boomers - at or quickly approaching retirement age. Often, these lawyers are a law firm's leaders and rainmakers. The important effort of transitioning firm leadership and client relationships to the next generation of lawyers, in a timely fashion, is succession planning. Research shows that the men and women who choose to be lawyers have a distinct set of personality traits. While those traits allow them to be successful at the law, these same "Type A" traits often get in the way of a satisfying retirement. Most lawyers need to stay relevant. Retire to something, not from something.

MCLE: 1.0 Hour

Speaker: Roy S. Ginsburg

(26) Internet Investigative Tools for Sole Practitioners and Small Firms

This program will explore the uses of the internet, including sources of discovering evidence in social media and background searches on litigants, potential clients, bench officers, clients, opposing counsel and expert witnesses. The speaker will discuss ethical issues involved in communicating with represented parties when using the internet.

MCLE: 1.0 Hour Legal Ethics

Speaker: Ritzel Starleigh Ngo

2:45 p.m. - 3:45 p.m.

General Session and Wrap Up

(27) General Session and Wrap Up: 7 Keys to Building a Referral-based Law Firm

Every attorney wants a referral-based practice, but most attorneys struggle to consistently get enough referrals. In this fast-paced session learn about the three biggest reasons why you're not getting more referrals…and what to do about it; how to create a plan to double your referrals in the next six months; and discover the four most commonly overlooked places to increase your referrals.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

4 p.m. - 5 p.m.

Solo and Small Firm Section Myer J. Sankary Award Reception

The Solo and Small Firm Section will present its 2015 Attorney of the Year Award. Please join us for a cocktail reception for the announcement of the winner and the award presentation.

5 p.m. - 6 p.m.