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
Nicole Fredricks Jackson, Director of Alumni Relations
The Successful Solo
Judith M. Rush, Attorney at Law, P.C.
Setting Up a Start Up Budget
Christopher Wheaton ('08), The Wheaton Law Group, LLC
Timothy J. Gephart, Vice President, Claims, Minnesota Lawyers Mutual Insurance Company
Setting up Your Benefits
Michael J. Burress, CEO, Benefit Strategies Group
Financing Options for Small Businesses
Paul Dunning, Branch Manager, US Bank
Bree Williamson, Small Business Specialist, US Bank
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
Boxed Lunch, Provided, School of Law Atrium
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
Software & Technology Considerations for a Small Business/Law Office
Matthew Jamma, Application Consultant, Elite, a Thomson Reuters Business
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.
Atrium, School of Law