Long Beach at NightSolo Summit Program Schedule for Friday

California Solo & Small Firm Summit
June 20-22, 2013
Marriott Renaissance Long Beach Hotel
Connections

Schedule for Friday, June 21, 2013

Event Time

[13] Continental Breakfast and General Session

Law Firm Marketing Strategies in a Social Media World: Connecting with Clients, Prospects and Referral Sources on LinkedIn (Part 1)

Social media is one of the fastest growing areas where attorneys can generate high quality leads and build relationships with potential referral sources. We will demystify social media, teach you the “Rainmaker Social Media Blueprint” and uncover specific strategies you can use to connect with clients, prospects and referral sources on LinkedIn.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley, Rainmaker Institute

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

Concurrent Sessions

[14] Law Practice Planning via Budgeting

Through years of experience, the one staple in understanding how best to plan and strategize for your law practice comes from your ability to properly budget. This program will cover the budget process that can work best for your law firm -- learn how to efficiently budget for future income and expenses, and plan strategies to yield the most successful law practice possible.

MCLE: 1 Hour General

Speaker: Kurt A. Obermeyer

[15] Your Client's Deposition: Preparation Tips and Strategies

All litigators know that the client deposition is one of the key events of the case. This presentation will discuss methods to develop confident and knowledgeable clients and attorneys who will be able to competently perform in deposition.

MCLE: 1 Hour General

Speakers: Teresa A. McQueen and Neil Pedersen

[16] How to Set up a Paperless Law Practice

Learn how to create a paperless law practice. This program will cover organizing client files electronically; software, scanners, and other tools; researching, drafting, filing, and serving pleadings without the use of paper; communicating with clients and opposing counsel electronically; and more.

MCLE: 1 Hour General

Speakers: Alan VanDerhoff and Dean T. Kirby

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

[17] Friday Lunch Program

Top Professional Responsibility Traps for the Unwary Solo or Small Firm Practitioner

A fast-paced review of Professional Responsibility standards particularly applicable to Solo and Small Firm practitioners.

MCLE: 1 Hour Legal Ethics

Speaker: Robert Hawley

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

Concurrent Sessions

[18] Protecting Your Law Practice: Strategic Risk Management

Learn how to protect yourself and your law practice against loss, and for which types of losses you should be prepared. This presentation will address risk mitigation, the basics on insurance, the insurance you need to protect your practice, and how to respond to and deal with claims. MCLE: 1 Hour General

Speakers: Damien Oksendler and Margie Lariviere

[19] The Mobile Lawyer and Professional Responsibility: Confidentiality in the Digital Age

Lawyers are open for business 24 hours a day. They communicate via Twitter & Facebook, on smartphones, tablets & notebooks – in coffee shops, taxicabs, airports and on airplanes. This program will review recent COPRAC opinions addressing technology, and will provide tools to protect confidences and privacy for both attorney and client.

MCLE: 1 Hour Legal Ethics

Speaker: Perry L. Segal

[20] ObamaCare and Labor and Employment Law

Many, if not most of your clients have employees. This program will address whether and how the Affordable Care Act (“ObamaCare”) will transform the duties and liabilities of California employers visà- vis their workforce.

MCLE: 1 Hour General

Speakers: David L. Cohen and Paul S. Marks

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

Concurrent Sessions

[21] Client Selection, Relations & Billing: Keeping Your Law Practice Ethically Compliant and Profitable

Learn about the ethics of client relations and how to avoid distracting (and unprofitable) client disputes. This program will address issues arising from client intake, including investigating the prospective client and new matter, scope of representation, conflicts screening, drafting engagement and disengagement letters, managing client expectations, and more.

MCLE: 1 Hour Legal Ethics

Speakers: Glen R. Olson and Suzanne Y. Badawi

[22] iPad for Lawyers: The Basics 101 -- How to Manage your Practice Using an iPad

Learn how to get started using your iPad to help manage your law practice. This program will teach you how to download apps from the App Store, how to download and upload your legal documents, as well as how to utilize “the Cloud” to streamline the functionality and usability of your iPad.

MCLE: 1 Hour General

Speakers: Anthony D. Ross and Suzanne Schwartz

[23] Using Document Automation to Offer Unbundled Legal Services

Solo practitioners are being impacted by the onslaught of non-lawyer legal services and costcutting legal departments. Now, solos can compete by integrating affordable document automation systems to offer unbundled legal services. This program will explain the overall marketplace, identify existing document automation systems, and describe how to use document automation systems to unbundle legal services.

MCLE: 1 Hour General

Speakers: Donna Seyle and Ron Dolin

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

[24] General Session and Wrap Up

Law Firm Marketing Strategies in a Social Media World: Using Facebook and Blogging (Part 2)

In Part 2, we will cover how attorneys are ethically using Facebook to build relationships with potential referrals and clients, driving targeted traffic to their websites, and ranking higher on Google by using with their blog. Discover how social media has become a game changer for law firms across the nation and learn from cuttingedge case studies of law firms who are driving new business through social media..

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley, Rainmaker Institute

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