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California Solo and Small Firm Summit

Schedule of Events for Thursday

California Solo & Small Firm Summit
June 16 – 18, 2016
Newport Beach Marriott Hotel & Spa

Thursday, June 16, 2016

Event Time

(1) Opening General Session and Lunch: Building a 7-Figure Lifestyle Law Firm: Upscaling from a Job, to a Practice, to a Business

There are 3 stages every law firm goes through to break the 7-figure barrier. At each stage there are challenges that must be faced and changes that must be made. This program will highlight the 5 key challenges attorneys need to face to grow to the next level, and the 10 major parts of every successful law firm. Learn the specific steps you must take to build a lifestyle law fi rm that provides the income you want to enjoy the life you want.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

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


Concurrent Sessions

(2) Social Media & Ethics

This program will address the ethical implications that may arise with social media postings on platforms such as Facebook and Twitter. Learn what constitutes advertising, client “contact”, when an attorney-client relationship is created, and more. The speaker will show real-world examples of tweets and Facebook postings that are both proper and improper under the rules of professional conduct, and discuss how to protect yourself on social media sites by indicating that the content may contain attorney advertising.

MCLE: 1.0 Hour Legal Ethics

Speaker: Lauren Wood

(3) What Notorious Characters Teach About Confidentiality and Privilege

This program will offer a refresher on confidentiality and privilege. Learn how the confidentiality rules work by looking at them from a different perspective. See how serial killers help illustrate the inner workings of the rules, and how Wall Street actually helped shape the rules on confidentiality and privilege.

MCLE: 1.0 Hour Legal Ethics

Speaker: Stuart Teicher

(4) Strategic Considerations for Business Succession: Planned and Unplanned

This program will discuss the what, why, when and how of business succession. Learn about the key issues to consider when ownership transfers from one person to another, whether planned or not; the applicable documents; and how to evaluate common structures for such transfers. Panelists will focus on how lawyers can offer practical solutions to common problems that business owners face in the areas of succession.

MCLE: 1.0 Hour

Speakers: Robert Conca, Natalie Stillman

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


Concurrent Sessions

(5) Settlement is Awesome—Don’t Mess It Up!

This program will address ethical and legal issues in the settlement process. Topics will include mediation confidentiality, insufficient/excessive settlement suits by clients, good faith orders pursuant to Code of Civil Procedure § 877.6, barring future claims, indemnity agreements as to parties and counsel, and enforcing settlements pursuant to CCP § 664.6.

MCLE: 1.0 Hour Legal Ethics

Speakers: Randall Miller, Glen R. Olson

(6) Build a Vibrant Law Firm Before Things Get Complicated!

Lawyers are often so absorbed in cases they miss significant concerns of clients and employees. This program will examine the key elements to building a firm that will serve you, your clients and staff for years. Learn about communication, mission, leadership, strategic thinking and planning, policies, procedures and practices, and effective management.

MCLE: 1.0 Hour

Speaker: Dennis McCue

(7) Tech Tock, Tech Tock: Social Media and the Countdown to Your Ethical Demise

Social media is part of the legal landscape and technology is charging forward; but, the ethics rules are struggling to keep up. Sure, there are obvious concerns that everyone is talking about (confidentiality), but there are hidden hazards that few people consider (trial publicity concerns…really?) Join “the CLE Performer” Stuart Teicher, Esq., as he reviews ethics opinions from across the country and explains the rules in a substantive but mildly humorous way.

MCLE: 1.0 Hour Legal Ethics

Speaker: Stuart Teicher

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


Concurrent Sessions

(8) Taking the Next Step -- Evolving from Solo to Small Firm

This program will cover considerations in moving from a solo practice to starting a small firm, including the benefits and drawbacks of each. Learn how to hire your first associate, alternatives and hybrid arrangements, considerations, recommendations, tips, and tricks, and the importance of maintaining integrity and ethics.

MCLE: 1.0 Hour

Speakers: Peter N. Brewer, Peter M. Rehon

(9) Taking the Leap: When to Hire Employees, and How to Make it Work

Solo practitioners often wonder whether to take the plunge and hire staff. This program will explore the pros and cons of taking on employees, the top challenges presented by becoming the boss, and the strategies for success. Like any relationship, the employee-employer relationship takes commitment and effective communication. Learn tips for effective performance feedback to enhance success.

MCLE: 1.0 Hour

Speakers: James Cahalan, Deborah Maddux

(10) Getting Paid: The Relationship Between Your Billings and Fee Agreements

Did you know that if your bills do not comply with Business and Professions Code §6148(b), your entire fee agreement is voidable? This program will cover the requirements for an enforceable engagement agreement, proper billing practices and ways to avoid getting into trouble with clients and the State Bar. Learn about block billing, charging for paralegals, team meetings, and other billing issues.

MCLE: 1.0 Hour Legal Ethics

Legal Specializaton: 1.0 Hour Legal Malpractice

Speakers: Carole Buckner, Nick Migliaccio

3:45 p.m. - 4:45 p.m.


(11) General Session and Wrap Up: Top 10 Mistakes Lawyers Make That Kill Their Intake & Lead Conversion Rate…And How To Fix It!

Lead generation is expensive! Companies will sell you SEO, PPC, direct mail, TV advertising, and PPL (pay per lead), but who will help you convert more of these costly leads into more retained clients? Is the person who answers your phone doing everything they can to convert? Do you have a simple system in place to track all of your leads and measure your true conversion rate to determine if you are making a profit on these leads? At this program you will learn the five stages of lead conversion; seven strategies to immediately double your lead conversion rate; how to implement a simple system to track your leads; and how to overcome pricing objections.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

5 p.m. - 6 p.m.


(12) Opening Night Reception

Connections -- meet and learn from your peers during the Summit’s opening night networking event. Visit with vendors ready to showcase products and services geared especially for solo and small firm practitioners.

Please RSVP for this event.

6 p.m. - 7 p.m.