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Schedule for Thursday at the Solo Summit

The State Bar of California
California Solo & Small Firm Summit
June 19 – 21, 2014
Newport Beach Marriott Hotel & Spa
900 Newport Center Drive,
Newport Beach, CA 92660

Event Time

Opening General Session and Lunch

(1) Building A Lifestyle Law Firm®: How To Get More Referrals And Increase Your Revenues

Too many attorneys struggle year after year trying to build a financially successful law firm. In this dynamic session we will discuss best practices and case studies of how to move from a good 6-figure income to breaking the 7-figure barrier and cover specific strategies to rapidly increase your referrals from current and former clients and other professionals.

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

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

Concurrent Sessions

(2) Mistakes Lawyers Make When They’re Desperate for Business

This program will address the hazards of being too eager to accept new client engagements, including taking on conflicted epresentations, accepting assignments out of the attorney’s practice area, having inadequate resources to handle new matters and ignoring “problem clients.” The presenters will suggest ways to anticipate and deal with these issues from a risk management perspective.

MCLE: 1.0 Hour Ethics

Speaker: Glen Olson; Suzanne Badawi

(3) Business Practicalities That Get Small Legal Practices Into Trouble

This presentation will address some common actions attorneys take and fail to take that can get them into difficulties early in the development of their practice. Topics will include office location and set up, staffing, billing practices, practice areas, client relationships and business development.

MCLE: 1.0 Hour General

Speaker: Dennis McCue

4) The Paperless Office: Using Technology to Make Your Office More Efficient and Mobile

Content will provide attendees with a practical, step-by-step guide on how to convert their office to a digital environment where everything is kept in digital form. Content will also include various efficient approaches to access those files remotely,
and other efficiencies created by the digitizing of all documents in the office. Topic matter will include security measures to assure confidentiality and access in this digital environment. Content is intended primarily for those attorneys who have not yet converted their offices into a 100% digital environment.

MCLE: 1.0 Hour General

Speakers: Neil Pedersen; Teresa A. McQueen

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

Concurrent Sessions

(5) Complex Issues with the Attorney-Client Privilege

This panel will explore the intricacies of the attorney-client privilege and the more complicated issues that arise relating to it. When must you assert the privilege on behalf of a client? What constitutes wavier? What if your client lacks capacity to evaluate whether to waive? Who holds the privilege for a dissolved corporation or a deceased client?

MCLE: 1.0 Hour Ethics

Speakers: Alison P. Buchanan; Suzanne Burke

Spencer; William K. Mills; Richard T. Egger

(6) The Business of Law

This presentation will address how to run a small law firm or solo practice as a business. Specifically, the organization of the business as well as firm culture, mission statements, marketing, networking, financial internal processes, and all other aspects
of running a small business. It will also address many of the traps and business pitfalls many lawyers overlook or fail to consider when running their practice.

MCLE: 1.0 Hour General

Speakers: Jason Cohn; Saar Swartzon

(7) The Life Cycle of Insurance: What Do You Need and When Do You Need It

Join us for a discussion of how to mitigate against risk through various stages of your life. Does your auto liability policy cover a contractor who gets into an accident driving to Court? Does your disability policy cover you if you can’t work as a lawyer but can teach? What are some options for keeping your life insurance premiums level as you age? The session will detail how to insure against these losses and more at all stages of your career.

MCLE: 1.0 Hour General

Speakers: Margie Lariviere; Demián Oksenendler

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

Concurrent Sessions

(8) Dealing with Difficult Clients While Maintaining Your Professional Responsibility

Panelists discuss common ethics issues that arise when dealing with demanding or difficult clients. The panel will also address challenging client circumstances and will explore ways for you to ensure that you satisfy your ethical obligations.

MCLE: 1.0 Hour Ethics

Speaker: Wendy Wen Yun Chang; Jennifer A. Becker; David M. Majchrzak; Robert A. Simon

(9) Honing Your Client Intake Skills to Avoid Practice Challenges

Through use of several video clips of mock intake interviews, the discussion will focus on identifying some of the most common causes of attorney-client discord at the intake phase and how to deal with those issues before the problems arise. Included in the discussion will be substantive discussions of recognizing and adjusting unreasonable client expectations, identification of certain client characteristics that can lead to problems, and how to address those issues early. This content will especially help attorneys who have not engaged in significant intake meetings, but will be relevant and interesting to even the grizzled veteran of intake decisions.

MCLE: 1.0 Hour General

Speakers: Neil Pedersen; Teresa A. McQueen

(10) Employment/Independent Contractor Distinctions: Help Clients (And Your Firm) Minimize Liability

Often, employers prefer to designate workers as independent contractors. Whether a worker is an employee or an independent contractor is determined by various act-based tests. Our presenters will update you on the current lay of the land in this area of law and will provide guidance on how to minimize risk amidst this seemingly unpredictable environment.

MCLE: 1.0 Hour General

Speaker: Douglas M. Wade

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

General Session and Wrap Up

(11) How To Double Your Revenues By Fixing Your Intake & Lead Conversion System

One of the easiest ways to double your revenues is to follow best practices in your intake process and fix your follow up! You will learn the 5 biggest mistakes attorneys make in their intake and over 15 best practices you must follow if you want to convert more prospects into paying clients. When you leave this revolutionary session, you will never look at your intake the same way again!

MCLE: Not for MCLE Credit

Speaker: Stephen Fairley

5 p.m. - 6 p.m.

(12) Wine and Cheese 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. Serving wine and cheese to jump start your event in Newport Beach.

6 p.m. - 7 p.m.