Solo and Small Firm Annual Conference - 2023

The Solo & Small Firm Section presents

Solo and Small Firm Annual Conference - 2023

The 7th Annual Conference


Thursday, January 26, 2023
Pre-Conference Location
 Hybrid Option for this program only
Conference Location  In-Person Only
 Golden Gate University Law  School
 536 Mission Street
 San Francisco, CA 94105
TIME  Pre-Conference:  10:00 - 11:00 a.m.
 Lunch provided: 11:00 a.m. - 12:00 p.m.
 Solo Conference:  11:30 - 5:30 p.m.
Reception Immediately Follows
MCLE   4 Hours of which 2 Hours are in  Legal Ethics and 1 Hour is in Elimination of Bias

Mark your calendars for the 2023 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 2023 conference will offer MCLE programs and opportunities for solo and small firm attorneys to build and connect with each other. Don’t miss out - save the date! 

Pre-Conference Program: The Unexpected Simplicity of Litigation AI
10:00 - 11:00 a.m. | Location: Hybrid Option for this program only.

Nathan Walter,

What AI Does and How It Will Change Your Practice
•  Overview of AI
•  Litigation as Data
•  Using AI to Automate Document Preparation
•  The Changing Role of Attorneys

Lunch will be provided.  |  Time:  11:00 a.m. - 12:00 p.m.

Opening RemarksTime:  11:30 a.m. | Location: In-Person Only
Liz Stone, Comedian
Liz Stone performs throughout the country and is known for her personal stories of life, love, and embarrassing moments. She can be seen on Amazon Prime’s Laugh After Dark, Live in Las Vegas Season 1 and is a regular at Laugh Factory, SF Punch Line, Cobbs Comedy Club, House of Comedy, Sacramento Punch Line, LA Comedy Club, and Rooster T. Feathers.  A former corporate attorney, Liz discovered standup comedy as a balance to the corporate grind and has been entertaining audiences with her unique perspective ever since.

PANEL I: Leveraging the Power of We:  Attorneys Forming Partnerships and Other Associations
Time: 12:00 - 1:15 | MCLE:  1 Hour in Legal Ethics | Location: In-Person Only

This panel will address issues for every solo attorney or small firm partner interested in learning more about options available to attorneys needing to leverage help from other attorneys, along with various corporate, tax, and legal ethics considerations for forming partnerships and other associations.

•  Types of attorney partnerships and association (General Partnership, Limited Liability Partnerships, Professional Corporations, and other less traditional associations)
•  Considerations for deciding whether and how to partner with other attorneys
•  Tax issues relating to the law firm partnerships and other legal associations
•  Legal ethics rules governing formation and dissolution of law firm partnerships and other legal associations and attorney departures
•  Of Counsel and Contractor Relationships

Cassidy Chivers, Barron & Newburger P.C.
Teela Smith, Smith Shapourian Mignano PC
Christopher A Karachale, Hanson Bridgett LLP

Katherine Zarate Dulany, AWI-CH, Zarate Dulany Law, P.C.

PANEL II: Lawyers Behaving Badly: Real Life Examples of Lawyers Misconduct
1:30 - 2:45 p.m. | MCLE: 1 Hour in Legal Ethics  | Location: In-Person Only 
This program will take examples from current events and recent case law regarding lawyers’ misconduct and analyze the ethical issues at play. 

•  Civility, Truthfulness, and Misrepresentations
•  Conflicts of Interest
•  New Rule 8.4.1 – Discrimination, Harassment and Retaliation
•  Trust Accounts

Adam Koss, Koss Firm APC
Tom D’Amato, D’Amato Law Corporation

Don Davidson, The Law Office of Donald S. Davidson, P.C.

PANEL III: Cybersecurity for Law Firms: Identifying, Addressing, and Managing Risks
3:00 - 4:15 p.m. | MCLE:  1 Hour  | Location: In-Person Only 

• Legal Risks
• Operational Risks
• Security Measures
• Insurance and Risk Management

Peter Roldan, Emergent LLP
Lee Lueddemann, Lueddemann Law
Dale Roberts, Centarus 

PANEL IV: Keeping Justice Blind: Recognizing and Mitigating Bias
Time: 4:30 - 5:30 p.m. | MCLE: 1 Hour in Elimination of Bias  | Location: In-Person Only 

• Understanding what is bias (unconscious, conscious), subtle acts of exclusion, microaggressions
• Analytical framework and real-life examples
• Bias, liability, and ethical obligations

Terry R. Leoni, Leoni Law
Sejal Thakkar, TrainXtra

Closing RemarksMark Seifert, Seifert Zuromski LLP
Time: 5:30 p.m.
**Reception immediately follows sponsored by Briefpoint**

(As of 1/25/23)

Help’em Soar Benefactor

Sustaining the Solo/Small


Solo/Small Friend Partner
DLC Consulting Services, LLC

Seifert Zuromski LLP
Zarate Dulany Law, P.C.
Renaker Scott LLP



Event Code: G232803

For a printable flyer, click here

Health and Safety: Will be in guidelines pursuant to SF health orders.
Please Note: that all attendees will be required at check-in to show proof of full COVID vaccination. Additionally, all guests will be required to wear masks indoors and in outdoor situations where social distancing is not possible. We kindly ask that anyone experiencing symptoms consistent with COVID remain home.

Substitution, Cancellation, and Refund Requests
For CLE events of 1.5 hours or less, Lunch & Learn programs, Happy Hours, Receptions, and Mixers, a refund is available if you submit your cancellation request at least 48 hours prior to the event. A $10 handling fee will deducted from your refund. Please complete the Event Cancellation Form.

For CLE events longer than 1.5 hours, and for special events such as conferences, symposiums, professional development training programs, a 50% refund is available if you cancel at least 10 business days prior to the event. Please complete the Event Cancellation Form

MCLE Notice
To receive MCLE credit, you must sign in during the designated MCLE registration period. This activity is approved for Minimum Continuing Legal Education credit by the State Bar of California. BASF is a certified provider: Provider #103

People with disabilities and/or special requests should contact BASF regarding reasonable accommodations.

1/26/2023 11:00 AM - 5:30 PM
Golden Gate University 536 Mission Street San Francisco, CA
Online registration not available.

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