Feb 07

CLE: Creating a Road Map to Starting a Successful Solo or Small Law Firm Practice

Published on: Monday, February 7, 2011

On March 3, 2010, the Law Alumni Relations Office will host a daylong CLE on starting a solo or small practice law firm.

Where: UST School of Law, Moot Court Room
Cost: $20 (no charge for current UST Law students)
CLE Credits:  1.0 hour of ethics, 4.0 hours of law office management, and 1.5 hours of professional development credits applied for.
Registration & Deadline: Lunch will be provided for those that register by February 25, 2011; space is limited, so early registration is encouraged.  To register, click here.
Questions?  Contact Monica Anderson, Coordinator for External Relations, 651-962-4979

Schedule of Presentations

7:30 a.m. - 8:00 a.m. 
Check-in & Continental Breakfast

8:00 a.m. 
Nicole Fredricks Jackson, Director of Alumni Relations

8:05-8:40 a.m. 
The Successful Solo
Judith M. Rush, Attorney at Law, P.C.

8:40-9:00 a.m. 
Setting Up a Start Up Budget
Christopher Wheaton ('08), The Wheaton Law Group, LLC

9:00-9:30 a.m. 
Malpractice Insurance
Timothy J. Gephart, Vice President, Claims, Minnesota Lawyers Mutual Insurance Company

9:45-10:15 a.m. 
Setting up Your Benefits
Michael J. Burress, CEO, Benefit Strategies Group

10:15-10:45 a.m. 
Financing Options for Small Businesses
Paul Dunning, Branch Manager, US Bank
Bree Williamson, Small Business Specialist, US Bank

10:45-11:15 a.m. 
Traditional Law Offices vs. Executive Suite Office, Full-Time Office vs. Virtual Law Office
Melody Hach, CEO, 701 Executive Suites

11:15 a.m.-12:00 p.m. 
Getting and Keeping Good Clients
Terrie Wheeler, MBC, Director of Coaching, Ingenuity Marketing Group

12:25 p.m.  
Boxed Lunch, Provided, School of Law Atrium

12:35-1:25 p.m. 
Panel Discussion: Things I Wish I Knew Along the Way: Looking Back on Starting My Own Firm
Uyen Campbell, Attorney at Law, Adjunct Instructor
Barbara Weckman Brekke (’05), Brekke, Clyborne & Ribich, L.L.C.; Tim Hart (’07), Hart Law Office; Patrick McVary (’07), McVary & Associates; and, Rasheen Tillman (’09), Tillman Law Firm.

1:30 p.m. – 2:00 p.m. 
Accounting 101 – What Financial Documents Do You Need to Keep?
Thomas McCarr, CPA, Tax Partner, Minneapolis Office, PricewaterhouseCoopers LLP

2:00-3:00 p.m. 
Software & Technology Considerations for a Small Business/Law Office
Matthew Jamma, Application Consultant, Elite, a Thomson Reuters Business

3:15-4:15 p.m. 
Ethics: Managing the Finances of Your Practice (IOLTA); Setting Up an IOLTA account, and Common Ethical Pitfalls for New Solo and Small Firm Practitioners
Patrick R. Burns, First Assistant Director, Office of Lawyers Professional Responsibility

4:15 – 5:00 p.m. 
Networking Reception
Atrium, School of Law

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