Solo & Small Firm Annual Conference

BASF's Solo & Small Firm Section invites you to join us for its 4th Annual Conference

Mark your calendars for the 2020 Conference! Past annual conferences were a rousing success with insightful keynote speakers, lively panel discussions, and more than 100+ attendees. A range of MCLE topics were covered at past conferences, from technology and practice management to rainmaking and networking. The 2020 conference will offer new MCLE programs and opportunities for solo and small firm attorneys to build and connect with each other. Don't miss out - save the date!

PROGRAM

Keynote Speaker and Luncheon (12:00PM - 12:30 PM)
Jim Wagstaffe, Wagstaffe, von Loewenfeldt, Busch & Radwick LLC

James (Jim) M. Wagstaffe, partner and co-founder of Wagstaffe, von Loewenfeldt, Busch & Radwick LLP, handles a diverse range of litigation matters and also leads the firms successful Federal Practice Group. His practice focuses on complex litigation, professional and governmental representation, will and trust disputes, legal ethics, and First Amendment matters. Jim is also the author of The Wagstaffe Group Practice Guide: Federal Civil Procedure Before Trial, published by Lexis Nexis. In addition, Jim is recognized as an authority and frequently is consulted by other law firms and clients alike on complicated civil procedure, attorneys' fees and trial practice issues.

Dollars & Sense: Trust Accounting / IOLTAs for Small Firms and New Rules (12:30 PM - 1:30 PM)

  • New Rule 1.15 of the California Rules of Professional Conduct;
  • Best practices for record-keeping and risk management;
  • Practical applications through hypotheticals

Speakers
Thomas D'Amato, D'Amato Law Corporation
Joanna L. Storey, Hinshaw & Culbertson LLP

Moderator
Mary Grace Guzman, Guzman Legal Solutions

Successfully Ensuring Your Firm's Business Continuity in Case of Emergencies (1:45 PM - 2:45 PM)

  • How to address business succession planning issues in case of a death or major debilitating injury;
  • How to best handle and survive temporary absences of employees in cases involving medical leave for significant life events or major illnesses;
  • How to deal with technological emergencies (e.g. computer viruses/ransomware, deletion of files from servers and the Cloud, loss of bill pay services, etc.)

Speakers
Doug Bend, Bend Law Group, PC
Sabir Ibrahim, BuildMyFirm
Sean B. Gentry, Ad Astra Law Group, LLP

Moderator
Mark J. Seifert, Seifert Law Firm

Law Firm Mergers & Aquisitions (3:00 PM - 4:00 PM)
Finding the right fit for your practice and the right people to work with; Details and negotiations involved with merging with others and forming a new firm or being acquired by an existing firm; Entity formation/tax/ethical considerations; Tips and things to consider when deciding to join forces with others
  • Finding the right fit for your practice and the right people to work with;
  • Details and negotiations involved with merging with others and forming a new firm or being acquired by an existing firm;
  • Entity formation/tax/ethical considerations;
  • Tips and things to consider when deciding to join forces with others

Speakers
Jeff Tachiki, Perkins Coie LLP
Mark Punzalan, Chan + Punzalan
Katherine Chao, Olivier Schreiber & Chao

The Art of Juggling - Strategies for Law and Wellness 4:15 PM - 5:15 PM)

  • Tips for handling the stressors of practicing law and running a law firm while taking care of yourself; Ideas for health, happiness, and the importance of self-care in ensuring a successful future;
  • Stress management and ways to improve efficiency and productivity; and Wellness tips for busy lawyers

Speakers
Rose-Ellen Fairgrieve, Fairgrieve Law Office
Ritu Goswamy, Lawyer/Consultant
Adam Kaplan, Intel Corporation
Lindsey Mignano, Smith Shapourian Mignano PC

Moderator
Anna Liu, Steven Adair MacDonald & Partners, P.C.

 

Reception (5:15 PM - 6:15 PM)

SPONSORS
Thank you to our Sustaining the Solo/Small Firm Sponsors
      

Thank you to our Subscribe to their Success Sponsors
ProVisors

Thank you to our Solo/Small Friend Supporter
U.S. Legal Support

Thank you to our Solo/Small Friend Partner
DLC Consulting Services
Fairgrieve Law
Gluck Daniel
Law Office of Brittny Bottorff
Provident Credit Union
Ridgeline Law Office, Inc.
Scherer Smith & Kenny
Seifert Law Firm
Smith Shapourian Mignano
Thomson Reuters
Wolford Wayne
Zahner Legal Support
Zarate Dulany Law

REGISTRATION

$100    Section Member
$130    BASF Members
$130    BASF Members- Government Attorney
$130    BASF Member- Nonprofit Attorney
  $70    BASF Member- Law Student
 $175    Non-Member

Event Code: G202802

When
1/23/2020 12:00 PM - 6:15 PM
Where
BASF Conference Center 301 Battery Street 3rd Floor San Francisco, CA 94111
 

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