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Two Part MCLE Series on Solo and Small Firm Management

By Valerie on April 22, 2019//Leave a comment

Are you part of a solo or small law firm, or thinking about starting one? Spend a Saturday morning (or two) at the San Diego Law Library’s Downtown location and learn about key issues related to creation and management of a solo practice or small firm.

 

Each half day program contains two one-hour sessions and provides two hours of general participatory CLE credit. The cost for each half-day is a bargain at only $25! And, further discounts are available for Benefits Package holders. Register today to reserve your space!

 

Saturday, May 11th, 2019, 9:30 am to 11:30 am

Solo and Small Firm Management Part I: Formation and Operation

 

9:30 am to 10:30 am – Formation. This session will help participants determine if they are suited for small/solo practice, what type of practice they want to have, whether they are going solo or have a partner, and what licenses and permits will be required.

 

10:30 am to 11:30 am – Operation. This session will discuss practical issues, such as finding an office space, personnel issues, determining a plan for legal research, file and record management, and calendaring.

 

Saturday, June 1st, 2019, 9:30 am to 11:30 am

Solo and Small Firm Management, Part II: Finance and Technology

 

9:30 am to 10:30 am – Finance. This session will focus on financial issues, including trust accounts and banking, fee agreements, billing and collections, and insurance.

 

10:30 am to 11:30 am – Technology. This final session will discuss the choosing and purchasing of software and equipment, computer security, internet resources, and free resources.

 

About the Speakers:

Deborah Wolfe, Esq., is the founder of the Wolfe Legal Group, PC and is an experienced trial attorney and certified specialist in legal malpractice and civil trial advocacy. For most of her career she has practiced as a solo practitioner or in small firms.

 

Matthew Lab, Esq., is Director of the Access to Law Initiative at California Western School of Law, a program for alumni pursuing solo, small firm or nonprofit entity practice. Matthew practiced law full time for nine years before joining CWSL.

 

Philip Shapiro, Esq., is a Marine Corps veteran and former Special Agent with the U.S. Secret Service. He is a graduate of Western State University (Thomas Jefferson) School of Law and was their 2006 alumni of the year. He has practiced law for over 30 years and is the former Chair of the Solo and Small Practice Committee of the California Lawyer’s Association.

 

Eric Ganci, Esq., runs an exclusive practice in DUI defense, with a focus on science and trial work. He was awarded the “Lawyer-Scientist” designation by the American Chemical Society. Eric has tried over 60 jury trials to verdict and is on the teaching staff with Trial Lawyers College.

 

 

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