Solo Summit - Schedule for Saturday
Solo SummitSolo Summit Program Schedule for Saturday

The State Bar of California
California Solo & Small Firm Summit
June 21 – 23, 2012
Renaissance Long Beach Hotel

Saturday, June 23, 2012

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

[28] Continental Breakfast and Program

Andrew EllowitTime and Energy Management for the Busy Lawyer

Lawyers are more conscientious about recharging their cell phone battery than they are about recharging their own energy. Proactively managing both one’s energy and time is a great strategy for boosting productivity, minimizing stress, and avoiding derailment problems like burnout, substance abuse, addictive behaviors, and mental illness.

MCLE: Not for MCLE Credit

Speaker: Andrew Elowitt

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

Concurrent Workshops

[29] Malpractice and Ethics Exposures for Small Firms -- Using Insurance to Mitigate Those Exposures

Learn how to use insurance to mitigate malpractice and ethical violations. Speakers will address key areas including exposure/types and frequency of claims, establishing risks/exposures, competence issues, conflicts of interest, drafting/errors of law, professional liability insurance, mandatory disclosure rules, and more.

MCLE: 1 Hour Legal Ethics

Speakers: Glen Olson, Wondie Russell, Jason Sommer

[30] Mediating the Employment Case

This program will feature prominent employment plaintiff and defense attorneys and a distinguished mediator, who will reveal their best strategies, tactics, and tricks for successfully resolving the employment lawsuit.

MCLE: 1 Hour General

Speakers: John Barber, Andrew Friedman, Steven Pearl

[31] Expedited Jury Trials -- Are Here to Stay -- Are You Ready?

This presentation will demystify the Expedited Jury Trial Rules and explain how Expedited Jury Trials are done, what forms are available, how to craft EJT agreements, and how you and your clients can benefit from EJT. Receive key information on the current use of EJT and new and proposed Judicial Council forms.

MCLE: 1 Hour General

Speakers: Judge Michele E. Flurer; Judge Mary Thornton House

11 a.m. - 12 noon

Concurrent Workshops

[32] Family Law Basics - From Initial Interview to Temporary Orders

A broad and pragmatic overview of family law, from the initial consultation to temporary orders. Topics include jurisdiction, venue, the initial paperwork, the importance of disclosure issues, and obtaining temporary orders. The program also will cover alternative methods of resolution, and address substantive issues including custody, visitation or timeshare, support and property division.

MCLE: 1 Hour General

Legal Specialization: 1 Hour Family Law

Speaker: Sherry Peterson, Mark Ressa

[33] Survey of IP Developments for Non-IP Attorneys

An overview of issues in intellectual property (patent, trademark, copyright, trade secret), and a review of recent cases and laws, survey of common issues for transactional/administrative and litigating practitioners.

MCLE: 1 Hour General

Speaker: Glen Von Tersch

[34] Bankruptcy Schedules and Statements: Being Honest and Artful

Learn how to prepare schedules that fulfill the duties of debtor and counsel. Key questions and topics will be presented. Learn how to construct schedules that optimize success in exemption planning, discharge and trustee interaction.

MCLE: 1 Hour General

Legal Specialization: 1 Hour Bankruptcy

Speakers: Iain Macdonald, Michael O’Halloran, Larry Simon