Solo Summit Program Schedule for Thursday

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

Schedule for Thursday, June 20, 2013

Event	Time
[1] Opening General Session and Lunch Building the “Lifestyle Law Firm”™: Lead Generation, Lead Conversion and Client Retention Strategies of Top Rainmakers There are 3 key areas attorneys must focus on to build a “lifestyle law firm”: 1) lead generation -- attracting more qualified clients; 2) lead conversation -- converting more prospects into paying clients; and 3) client retention -- doing excellent work so you can get repeat business and repeat referrals. This session will help you identify the areas you need to focus on immediately to increase your referrals and revenues. MCLE: Not for MCLE Credit Speaker: Stephen Fairley, Rainmaker Institute	11:30 a.m. - 1 p.m.
Concurrent Sessions [2] Planning for the Death or Disability of the Solo Practitioner The death or disability of a solo attorney can be devastating to both family and practice. This program will examine the unique planning needs of the solo attorney, addressing preservation of practice value, protection of clients, managing files and original documents, and reducing the administration burden on the practitioner's family. MCLE: 1 Hour General Speaker: Herbert A. Stroh [3] Transitioning From Government Offices or Law Firms To Your Own Small or Solo Practice Learn how to transition from practicing law in a government or law firm setting to a solo practice. This session is for the attorney who is deciding that it is time to hang one's own shingle. MCLE: 1 Hour General Speakers: Lawrence A. Forbes, Decio Rangel [4] Leveraging Technology to Win in Court Learn how to leverage cutting-edge technologies (cloud and mobile) to go toe-to-toe and win against a bigger opponent. This program will cover the ethical implications of using new technologies, such as artificial intelligence, to review discovery documents. A demonstration of the newest hosted litigation support tools and mobile applications will follow an interactive lecture. MCLE: 1 Hour Legal Ethics Speaker: Alexander Lubarsky	1:15 p.m. - 2:15 p.m.
Concurrent Sessions [5] Avoiding the State Bar Disciplinary System Learn how to avoid getting caught up in the State Bar attorney discplinary system. An experienced prosecutor from The State Bar's Office of the Chief Trial Counsel will provide an overview of the attorney disciplinary system, and tell you about the most common ethical violations that get attorneys into trouble. MCLE: 1 Hour Legal Ethics Speaker: Anthony J. Garcia [6] Accounting 101 for Attorneys and an In-Depth Study of Attorney E & O Policies The program will cover fundamental accounting concepts and use case studies to analyze the key components and practical applications of generally accepted financial statements. Speakers will analyze the key insuring provisions, conditions, and exclusions in attorney E&O policies, and discuss best practices to manage operational risks. MCLE: 1 Hour General Speakers: Suzie Doran and Tony Yu [7] Relief Practitioner: How to Plan for the 9th Inning of Your Legal Career This program will cover the practical and ethical issues involved when solo or small firm practitioners face disability, emergencies or catastrophes. Learn how to name an assisting attorney and obtain clients' permission for the surrogate attorney to act. MCLE: 1 Hour Legal Ethics Speakers: Pearl Gondrella Mann and Karen Goodman	2:30 p.m. - 3:30 p.m.
Concurrent Sessions [8] Client Trust Accounting Fundamentals Take away key information to avoid ethical problems in handling client trust funds. This program will give you an overview of attorneys' client trust accounting responsibilities pursuant to the California Rules of Professional Conduct and relevant case law. MCLE: 1 Hour Legal Ethics Speaker: Charles T. Calix [9] ADA and Accessibility Risk Management for Law Firms In light of the proliferation of ADA and Unruh Act access claims and litigation against retailers and service providers, lawyers are next. Learn about the obligations under state and federal law, as well as best practices to help avoid access claims while attracting and engaging with clients of all abilities. MCLE: 1 Hour General Speakers: Shirish Gupta and Karma M. Quick [10] When and How to Use a Mediation Consultant This program will teach you how and when to use a mediation consultant. Speakers will explain the role and function of mediation consultants, when to recommend mediation consultation to clients, and how to get the most value from a mediation consultant. MCLE: 1 Hour General Speakers: Paul Dubow and Ken Reed	3:45 p.m. - 4:45 p.m.
[11] General Session and Wrap Up Secrets of a Lead Conversion Specialist: How to Turn More Prospects Into Paying Clients There are 2 ways to double your revenues in the next year -- double the number of leads your firm is generating or double your lead conversion rates. Lead generation is very expensive and takes a lot of time, but doubling your lead conversion is very cost effective and can be achieved in a few months. You will discover the 5 stages of lead conversion and practical steps for improving your conversion rates. We promise you will never look at lead conversion the same after this session. MCLE: Not for MCLE Credit Speaker: Stephen Fairley, Rainmaker Institute	5 p.m. - 6 p.m.
[12] Networking Reception Connect with 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. Enjoy hosted beverages and appetizers to jump start your evening in Long Beach.	6 p.m. - 7 p.m.

Event

Time

[1] Opening General Session and Lunch

Building the “Lifestyle Law Firm”™: Lead Generation, Lead Conversion and Client Retention Strategies of Top Rainmakers

There are 3 key areas attorneys must focus on to build a “lifestyle law firm”: 1) lead generation -- attracting more qualified clients; 2) lead conversation -- converting more prospects into paying clients; and 3) client retention -- doing excellent work so you can get repeat business and repeat referrals. This session will help you identify the areas you need to focus on immediately to increase your referrals and revenues.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley, Rainmaker Institute

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

Stephen Fairley

Concurrent Sessions

[2] Planning for the Death or Disability of the Solo Practitioner

The death or disability of a solo attorney can be devastating to both family and practice. This program will examine the unique planning needs of the solo attorney, addressing preservation of practice value, protection of clients, managing files and original documents, and reducing the administration burden on the practitioner's family.

MCLE: 1 Hour General

Speaker: Herbert A. Stroh

[3] Transitioning From Government Offices or Law Firms To Your Own Small or Solo Practice

Learn how to transition from practicing law in a government or law firm setting to a solo practice. This session is for the attorney who is deciding that it is time to hang one's own shingle.

MCLE: 1 Hour General

Speakers: Lawrence A. Forbes, Decio Rangel

[4] Leveraging Technology to Win in Court

Learn how to leverage cutting-edge technologies (cloud and mobile) to go toe-to-toe and win against a bigger opponent. This program will cover the ethical implications of using new technologies, such as artificial intelligence, to review discovery documents. A demonstration of the newest hosted litigation support tools and mobile applications will follow an interactive lecture.

MCLE: 1 Hour Legal Ethics

Speaker: Alexander Lubarsky

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

Concurrent Sessions

[5] Avoiding the State Bar Disciplinary System

Learn how to avoid getting caught up in the State Bar attorney discplinary system. An experienced prosecutor from The State Bar's Office of the Chief Trial Counsel will provide an overview of the attorney disciplinary system, and tell you about the most common ethical violations that get attorneys into trouble.

MCLE: 1 Hour Legal Ethics

Speaker: Anthony J. Garcia

[6] Accounting 101 for Attorneys and an In-Depth Study of Attorney E & O Policies

The program will cover fundamental accounting concepts and use case studies to analyze the key components and practical applications of generally accepted financial statements. Speakers will analyze the key insuring provisions, conditions, and exclusions in attorney E&O policies, and discuss best practices to manage operational risks.

MCLE: 1 Hour General

Speakers: Suzie Doran and Tony Yu

[7] Relief Practitioner: How to Plan for the 9th Inning of Your Legal Career

This program will cover the practical and ethical issues involved when solo or small firm practitioners face disability, emergencies or catastrophes. Learn how to name an assisting attorney and obtain clients' permission for the surrogate attorney to act.

MCLE: 1 Hour Legal Ethics

Speakers: Pearl Gondrella Mann and Karen Goodman

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

Concurrent Sessions

[8] Client Trust Accounting Fundamentals

Take away key information to avoid ethical problems in handling client trust funds. This program will give you an overview of attorneys' client trust accounting responsibilities pursuant to the California Rules of Professional Conduct and relevant case law.

MCLE: 1 Hour Legal Ethics

Speaker: Charles T. Calix

[9] ADA and Accessibility Risk Management for Law Firms

In light of the proliferation of ADA and Unruh Act access claims and litigation against retailers and service providers, lawyers are next. Learn about the obligations under state and federal law, as well as best practices to help avoid access claims while attracting and engaging with clients of all abilities.

MCLE: 1 Hour General

Speakers: Shirish Gupta and Karma M. Quick

[10] When and How to Use a Mediation Consultant

This program will teach you how and when to use a mediation consultant. Speakers will explain the role and function of mediation consultants, when to recommend mediation consultation to clients, and how to get the most value from a mediation consultant.

MCLE: 1 Hour General

Speakers: Paul Dubow and Ken Reed

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

[11] General Session and Wrap Up

Secrets of a Lead Conversion Specialist: How to Turn More Prospects Into Paying Clients

There are 2 ways to double your revenues in the next year -- double the number of leads your firm is generating or double your lead conversion rates. Lead generation is very expensive and takes a lot of time, but doubling your lead conversion is very cost effective and can be achieved in a few months. You will discover the 5 stages of lead conversion and practical steps for improving your conversion rates. We promise you will never look at lead conversion the same after this session.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley, Rainmaker Institute

5 p.m. - 6 p.m.

[12] Networking Reception

Connect with 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. Enjoy hosted beverages and appetizers to jump start your evening in Long Beach.

6 p.m. - 7 p.m.