SMALL LAW FIRM SYMPOSIUM 2021 - Documents.nycbar
SMALL LAW FIRMSYMPOSIUM 2021November 11 8:30 am - 5:00 pm (In-Person or Virtual)Reception from 5:00 pm - 6:30 pm (In-Person)Presented by :Small Law Firm CommitteeCo-Sponsored :Small Law Firm Center
SPONSORSPremium SponsorsConference SponsorsExhibitorsFor sponsorship opportunities, please contact Eve Guillergan, Senior Manager,Small Law Firm Center, at eguillergan@nycbar.org.
AGENDAAGENDATHURSDAY, NOVEMBER 11, 2021(at a glance)(at aa glance)glance)(atTHURSDAY, NOVEMBER 11, 20218:30 am - 9:30 am8:30 amam -- 9:309:30 amam8:30Registration/Networking Breakfast/Exhibit HallRegistration/Networking Breakfast/ExhibitBreakfast/Exhibit HallHallRegistration/Networking9:30 am - 9:40 am9:30 amam -- 9:409:40 amam9:30WelcomeWelcomeWelcome9:40 am - 10:40 am9:40 amam -- 10:4010:40 amam9:40Marketing Planning – Reach Your Goals by Reaching the Right ClientsMarketing PlanningPlanning –– ReachReach YourYour GoalsGoals byby ReachingReaching thethe RightRight ClientsClientsMarketing10:40 am - 11:00 am10:40 amam -- 11:0011:00 amam10:40Coffee Break/Exhibit HallCoffee Break/ExhibitBreak/Exhibit HallHallCoffee11:00 am - 12:00 pm11:00 amam -- 12:0012:00 pmpm11:00Track 1: Basics of ng for Your Law FirmTrack 1:1: BasicsBasicsofAccountingandBookkeepingfor YourYour LawLaw untandfor YourLaw Firmfor2:TopTechToolsTrack 2:2: TopTop TechTech ToolsToolsTrack12:00 pm - 1:20 pm12:00 pmpm -- 1:201:20 pmpm12:00Lunch/Exhibit HallNetworkingLunch/Lunch/ExhibitHall Exhibit HallLunch/ExhibitHall1:20 pm - 2:20 pm1:20 pmpm -- 2:202:20 pmpm1:20Track 1: Ethical, Business, and Other Challenges of a Small FirmTrack 1:1: Ethical,Ethical, Business,Business,and OtherOther ChallengesChallengesof aa SmallSmall sel sPractitionerCounselServicesTrack 2: HowLawyersProvidingCan Use GeneralSocialMediato BuildTheir BrandTrack 2:2: HowHow LawyersLawyers CanCan UseUse SocialSocial MediaMedia toto BuildBuild TheirTheir BrandBrandTrack2:20 pm - 2:40 pm2:20 pmpm -- 2:402:40 pmpm2:20Coffee Break/Exhibit HallCoffee Break/ExhibitBreak/Exhibit HallHallCoffee2:40 pm - 3:40 pm2:40 pmpm -- 3:403:40 pmpm2:40Track 1: Learn to use Fastcase 7 (A Free Member Benefit)Track 2:1: LearnLearnto useuse FastcaseFastcase(A FreeFreeMember Benefit)Benefit)Track1:to77 (AMemberStart/Stop/Keep— AssessingCOVID-DrivenBehavior ChangesTrack 2:2: Start/Stop/KeepStart/Stop/Keep— AssessingAssessing COVID-DrivenCOVID-Driven BehaviorBehavior ChangesChangesTrack—forLong-Term Successfor Long-TermLong-Term SuccessSuccessfor3:40 pm - 4:00 pm3:40 pmpm -- 4:004:00 pmpm3:40Coffee Break/Exhibit HallCoffee Break/ExhibitBreak/Exhibit HallHallCoffee4:00 pm - 5:00 pm4:00 pmpm -- 5:005:00 pmpm4:00The Intelligent Practitioner: Using Modern CommunicationThe IntelligentIntelligentPractitioner:Using unicationPrinciplesfor Successand ProblemSolvingPrinciples forfor SuccessSuccess andand ProblemProblem SolvingSolvingPrinciples5:00 pm - 6:30 pm5:00 pmpm -- 6:306:30 pmpm5:00Wine Reception and GiveawayWine ReceptionReception andand GiveawayGiveawayWine(Giveaway at 5:15 pm)
,NOVEMBER11,THURSDAY, NOVEMBER 11, 20212021THURSDAY, NOVEMBER 11, 20218:30 am - 9:30 ibit Hall8:30 amam --- 9:309:30 llRegistration/NetworkingBreakfast/Exhibit 30am9:30am9:30 am - 9:40 amRegistration/NetworkingBreakfast/Exhibit Hall9:30am9:40amWelcomeRemarks9:30am --- dent, New York City Bar AssociationWelcomeRemarksWelcomeRemarks9:30 am- tionSheilaBoston,President,New YorkYork CityCity BarBar lcomeRemarks9:40 am - 10:40 amSheilaBoston,President,NewYourYorkGoalsCity BarAssociation9:40am-- 10:40amMarketingPlanningby Reachingthe Right Clients9:40am10:40am – lsbyReachingtheRightClientsSpeaker: �Anderson,ReachYourGoalsbyReachingthe RightRight nnysideServices,Ltd.Speaker:SunnysideServices,Asa LawChristopherFirmOwnerswe knowthatwe needto "doLtd.marketing.”There is no shortage of vendors sbyReachingthe Right weknowthatweneedto"domarketing.”Thereis derson,SunnysideServices,Ltd.As lawfirmownerswe weknowthatthatwe weneedto do“marketing.”Thereis noshortageof !”TheondoorstoOwnerssell usus ads.Morecalls. s.Morecalls.Moremoney!”TheAs oura to us“marketing,”about the onethingmust have!MarketingA succinct,writtenon our doorstoexplains:sell talksus gforthingus we must have! A Marketing Plan. A succinct, writtenproblemtalksistosupposedus about tothedooneWhatthemarketingissupposed todo forusWhywefindthat atthemarketingis supposedsupposed toto dodo forfor ususWhywefindthatimportantWhatwefindare thatgoingto measureWhyweimportantWhywefindthatimportantWhat wethe aremarketingismeasuresupposedistodo forgoingtheReturnontoInvestmentgoingto oingtobeWhatthe ReturnonInvestmentisbeWhatReturnontoInvestmentis goinggoing totoThrowbeMostlaw thefirmspracticespaghettiit all on the wall in the hopes that some of it ngeffortstowhatyou’veyou wantbusinessto .Throwit allalldecidedon thethe wallwallin thethethehopesthat somesomeof itit ebusinesstoachieve.ComeLearnhowfirmsto linkyourmarketingeffortsto whatyou’vedecidedyouwantthebusinessto goals,achieve.ComeMost ,wewilllearnhowtosetonmetrics,designtheplan planbuilda realmarketingplan.Inonebriefwewantwilllearnhow to towithachieve.Comemetrics,designthe s,designtheplan ithmarketingmetrics,designthetoplan andimplementit.plan.Thiswillarmyoutalk,to haverealconversationsmarketingwork throughhowbuilda servicesrealmarketingInonebriefwewilllearnhowtoset rforthem,andgiveyou thetoolsto makeyourmarketingmuchmoreprofitable.Wewillcover: lhelpmakeyoua betterbettermetrics,designtheplan fitable.Wewillcover:Thecustomerforthem,andgiveyou thetoolsto to u otherightclientstomaximizeyourmarketingresults;and you’reUnderstandthethe2 mainof marketingandprospectivemake sure they’reworkingfor blems;Makesureyou’resendingtheright makesurethey’reworkingforyou.your marketingmarketing results;results; andand UnderstandUnderstand thethe 22 mainmain jobsjobs ofof marketingmarketing andand makemake suresure they’rethey’re workingworking forfor e10:40 am - 11:00 amyour marketingand Understand the 2 main jobs of marketing and make sure they’re working for you.10:40am-- 11:00amCoffeeBreak/Exhibit10:40am11:00results;am Hall10:40am11:00amCoffeeBreak/ExhibitHallCoffee Break/ExhibitBreak/Exhibit HallHallCoffee10:40 amam -- 12:0011:00 pmam11:00CoffeeamHall11:00- 12:00pmTrack1:Break/ExhibitBasicsAccountingand Bookkeeping for Your Law Firm11:00am12:00ofpmpm11:00am-- dBookkeepingforYourLawFirm Josephson,1: tfor Your LawFirm phson,Murray&Speakers:StephanieMessas, TheMessasLaw aScarlett-JonesLawPLLCTrack1: BasicsofAccountingandBookkeepingfor YourLawFirmJosephson, Murray ristineM.Fecko,GeneralCounsel,the IOLAPLLC;FundMarkof theState of Murray &Speakers:StephanieMessas,TheMessasLaw ay&Josephson,CPAs,LLCAccountingfor lawLLCfirms can be more difficult than other businesses. Learn the nuts-and-bolts to keep yourJosephson, racticerunning.Learnaboutthe essentialsof smallaccountingbookkeepingtoa yourAccountingforlawfirmscanbe moremoredifficult thanthanother businessbusinesses.Learn LawPracticeManagementAccountingforlaw ndbookkeepingwithalawpracticerunning.Learnaboutthe epanelwilldiscussutilizingtechnologyincludingcloud accountingandfocuson lawlawforfirms.Learntipsbein .creatinga systemsystem toto keepkeep tracktrack ofof youryour overheadoverhead andand incomeincome toto betterbetter serve youryour clientsclients andand lawlaw d to amanyattorneystorules.handleaspanelpart oftheirpracticewhentechnologythey are servehandlingclientfunds.In additioncreatingofathesystemkeep trackyourand incomebetterserveyour foverheadescrow swers to the most frequently asked questions in maintaining an IOLA account.
AGENDATHURSDAY, NOVEMBER 11, 2021Track 2: Top Tech ToolsIntroduction: Karl Dowden, Karl Dowden LawSpeaker: Nicole Black, MyCaseDuring this talk you'll learn about new and innovative tools that will help you streamline your law practice.By using these cloud technologies and mobile apps you'll be able to reduce the amount of time you spendrunning your practice and do more of what you do best--practicing law. By thoughtfully implementing theseemerging technologies, you'll save time and money, making you a more effective and moreresponsive lawyer.12:00 pm - 1:20 pmLunch/ExhibitHall Exhibit HallNetworking Lunch/1:20 pm - 2:20 pmTrack 1: Ethical, Business, and Other Challenges of a Small Firm Practitioner Providing GeneralCounsel ServicesSpeakers: David L Cohen, David L. Cohen, PC; Chris Colvin, In The House LLC; Nydia Shahjahan, NydiaShahjahan, Esq. P.C.; Anne Wolfson, Anne Wolfson PLLCCLE Credit: 1.0 Professional PracticeNot all companies can have full-time legal staff. While there are many advantages to internal lawyers,hiring in-house counsel may not always be possible. Moreover, hiring traditional outside counsel is oftenexpensive and inefficient and can sometimes be ineffective as a substitute for in-house counsel. Hiringoutsourced or fractional in-house counsel can be an elegant solution for certain companies. This paneldiscussion will address when, why, and how companies might chose to engage small firm practitioners toprovide in-house counsel services and how small firm practitioners can position themselves to offer thisservice to their clients. The panel will go into detail the various logistical, ethical and business challengesand opportunities lawyers face when providing these services.Track 2: How Lawyers Can Use Social Media to Build their BrandSpeakers: Joam Alisme, Alisme Law LLC; Guy Alvarez, Good2bSocial; Anne Marie McAvoy, Clovis QuantumSolutions LLC; Elektra Yao, Yao Law Group PLLCIn today’s digital landscape, brand identity is strongly linked to your social media presence. By building yourown personal brand and establishing a social media following, you can enhance your reputation as anattorney, build trust with current and prospective clients, and generate new opportunities to build yourpractice. Whether you are a solo practitioner or an attorney at a large firm, social media is an importantmarketing strategy that helps you raise the profile of your firm while concurrently building your own brandin order to get more business. That said, most lawyers still struggle to implement effective social mediamarketing strategies that really drive new business.2:20 pm - 2:40 pmCoffee Break/Exhibit Hall
AGENDAAGENDATHURSDAY, NOVEMBER 11, 2021THURSDAY, NOVEMBERNOVEMBER 11,11, 20212021THURSDAY,2:40 pm - 3:40 pm2:40 pm3:40 pmTrack1: -Learnto use Fastcase 7 (A Free Member Benefit)2:40pm3:40Page,pmTrack1: -Learnto useFastcase7 (AFree sof Paul CLE Credit: 1.0 Professional PracticeSpeaker:ErinPage,FastcasePracticeCLE Credit:1.0ProfessionalJoinCredit:us to learnhow to use Fastcase7.CLE1.0 ProfessionalPractice Fastcase is the legal research platform provided free with yourJoin us to learnhowNewto useFastcase7.Fastcase is Thethe h yourmembershipto theYorkCity Bar Association.presentationbasicFastcasewith researchplatformprovidedfreewithyourwith amembershipthesearchesNew YorkandCitystatuteBar Association.presentationcovers basic Fastcase featuresfocuson casetolawsearches inTheFastcase7.membershipthesearchesNew YorkandCitystatuteBar Association.presentationcovers basic Fastcase features with afocus on casetolawsearches inTheFastcase7.Track on2: Start/Stop/Keep— AssessingBehavior7.Changes for Long-Term Successfocuscase law searchesand statuteCOVID-Drivensearches in FastcaseTrack 2: Start/Stop/Keep— AssessingCOVID-DrivenBehaviorChangesfor Long-TermSuccessHiggins &Speakers:Mike Baldwin, PCLaw Time Matters;Kim Daniel,PCLaw Time Matters;Lewis ldwin,PCLaw TimeMatters;KimDaniel,PCLaw TimeMatters;LewisTrippett,Higgins &Trippet LLPSpeakers:MikeBaldwin,PCLaw TimeMatters;KimDaniel,PCLaw TimeMatters;LewisTrippett,Higgins&TrippetLLPMike Baldwin, PC Law Time Matters, Kim Daniel, PC Law Time lawTrippet LLPCOVID-19forceda numberimmediateand processchangeslittle warning,impactinglawas a whole.As clarityfor whatwithpost-COVIDrealitieswill looklikefirms,courts,clientsand industryimproves, we all now need to make important decisions about which of the changes we will maintain, whichofthechangeswewillmaintain,whichwe will end, and possibly which new adaptations will need to be introduced.improves,weandall possiblynow needwhichto makedecisionsaboutof the changes we will maintain, whichwe will end,newimportantadaptationswill needto bewhichintroduced.Theseare criticalnot newjust forthe sake ofbut because many standards andwewilldecisionsend, and possiblywhichadaptationswillbusinessneed to efficiencies,be introduced.These decisionsarecriticalnot justfor theof pectationshavenowchangedacrossthesakeboard.The competitivebar hasraisedin manyareas,andThesedecisionsarecriticalnot edacrossthesakeboard.The competitivehasin manyareas,andclient preferences(ordemands)haveandlevelsof bartolerancefor ever return. Making the right choices now can help avoid limitations later – and may create significantmayclient(or thedemands)have shifted,andpreviouslevels of tolerancefor maypre-COVIDnever preferencesreturn.forMakingrightchoicesnow canhelpavoid limitationslater – andcreate behaviorssignificantmayopportunitylong-termfirm success.neverreturn.forMakingthe rightchoices now can help avoid limitations later – and may create significantopportunitylong-termfirm success.In this discussionwe will focuson different types of decisions needing attention as we slowly emerge fromopportunityfor long-termfirm success.Indiscussionwe will focuson differenttypesof decisionsneedingattentionas wefromthethispandemic,a suggestedframeworkfor howto approachthesecriticaldecisions,andslowlysome emergecase studyIndiscussionwe seewill realfocuson differenttypesdecisionsneedingas weemergefromthethispandemic,a suggestedframeworkfor howto ofapproachcriticaldecisions,andslowlysomecase studyexamplesof howwefirmsalreadybenefittingfrom andemic,a suggestedframeworkfor howto approachcriticaldecisions,and somecase studyexamplesof howwe see realfirms alreadybenefittingfrom thesemakingthe ces.3:40 pm - 4:00 pm3:40 pmBreak/Exhibit- 4:00 pmCoffeeHall3:40pmBreak/Exhibit- 4:00 pmCoffeeHallCoffeeBreak/ExhibitHall4:00 pm - 5:00 pm4:00 Intelligentpm - 5:00 pmThePractitioner: Using Modern Communication Principles for Success and Problem Solving4:00pm5:00 pmTheIntelligentPractitioner:Using Modern Communication Principles for Success and Problem SolvingSpeaker: -ClaudeE. DuCloux, unicationIntroduction:Garjian,LawPayLaw OfficesPaul G. GarjianPrinciples for Success and Problem SolvingSpeaker:ClaudeE. G.DuCloux,CLECredit:1.0PaulEthicsSpeaker:ClaudeE. DuCloux, LawPayCLE Credit:1.0 EthicsClaudeE. Ducloux,Board-Certified in both Civil Trial Law and Civil Appellate Law, by the Texas Board ofCLECredit:1.0 EthicsClaudeE.Ducloux,Board-Certifiedin bothCivilTrial CenterLaw andAppellateLaw,by theaTexasBoardpowerofLegal Specialization,and former Chairof theTexasforCivilLegalEthics willpresent60 alEthicswillpresenta60minutepowerpoint presentation covering the following topics:LegalSpecialization,and formerChair of theTexas Center for Legal Ethics will present a 60 minute powerpoint presentationcoveringthe followingtopics:TheArtofProblem-Solvingpoint presentation covering the following topics:The Artof Problem-SolvingMostCommonGrievances: lack of Communication, Neglect, Fees, Misuse of nces:Communication,Neglect, Fees, Misuse of RetainersStandardCarefor f Carefor lawyer,lackABAofModelRulesStandard of Care for lawyer, ABA Model Rules
AGENDATHURSDAY, NOVEMBER 11, 2021ProhabitsPro ActiveActive CommunicationCommunication forfor rviewing Skills and Contracting; Knowing Goals andmetricsMetricsDiscoveringDiscovering stInterestPrivacyPrivacy PoliciesPolicies nInformationHandlingHandling DifficultDifficult posingCounselCounselAvoidingAvoiding FeeFee DisputesDisputes andand ClaimsClaimsHandlingHandling GrievancesGrievancesStatisticsStatistics ononMalpracticeMalpracticeClaimsClaimsCorrect UseUse ofof ClientClient TrustTrust AccountsAccountsCorrectThis will be via an annotated PowerPoint presentation, which will be made available to the participants.Presenter will answer questions, and provide follow-up to audience following the presentation. New Yorkrules will be covered.5:00 pm - 6:30 pmWine Reception and GiveawayAttendees must be present to win. No purchase necessary. Official rules will be posted onlinehttp://documents.nycbar.org/files/Giveaway Rules 2021.pdfMake Your Business Profile Picture Stronger!Schedule your 5-minute photo session by The Booth for Business. Register earlyas space is limited. You will receive the link to schedule your time once youregister for the Symposium.
REGISTER TODAYnycbar.org/SLFS21 50 for Members 100 for Nonmembers (until 9/30) 70for Members 120for Nonmembers 70 forMembers 120 forNonmembers(after 9/30)(in-Person and Virtual Options Available)For more information and to register, please visit www.nycbar.orgOr call Customer Relations at 212-382-6663.
Track 1: Basics of Accounting and Bookkeeping for Your Law Firm Speakers: Stephanie Messas, The Messas Law Practice, PLLC; Mark Josephson, Murray & Josephson, CPAs, LLC CLE Credit: 1.0 Law Practice Management Accounting for law firms can be more difficult than other businesses. Learn the nuts-and-bolts to keep your law practice running.
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10th AnnuAl Small Law Firm Symposium Workshops, Advice and Resources for Your Small law Firm in the 21st Century thursday, november 14, 2013, 8:30 AM - 5:00 PM new York City Bar 42 West 44th Street new York, nY 10036 www.nycbar.org LUNCH SPONSOR BREAKFAST SPONSOR WI-FI SPONSOR
associates or otherwise employed in the firm "not to (1) actively exploit their positions within the [law firm] for their own personal benefits, or (2) hinder the ability of the [law firm] to conduct the business for which it was developed." Burke v. Lakin Law Firm, 2008 WL 64521 (S.D.Ill. Jan. 3, 2008), quoting FoodComm Intern. V.
Essays on Modern Japanese Thought. 4,2 Symposium: Japan in the 1970's. 5,2 Symposium: Translation and Japanese Studies. Introduction by Roy Andrew Miller. 6,1 Symposium on Japanese Society. Introduction by Susan B. Hanley. 8,1 Symposium on Ie Society. Introduction by Kozo Yamamura. 11,1 Symposium: Transition From Medieval to Early Modern Japan.
2022 SMALL LAW FIRM SYMPOSIUM 19th ANNUAL NOVEMBER 10 Conference from 8:30 am - 5:00 pm Reception from 5:00 pm - 6:30 pm Presented by: Small Law Firm Committee Co-Sponsored by: Small Law Firm Center (212) 382-6663 NYCBAR.ORG/SLFS22 REGISTER TODAY (In-Person at the City Bar) Earn Up To 4.0 CLE Credits
TFR "Best Law Firm in Trade Finance" Trade & Forfaiting Review (TFR) named Sullivan & Worcester "Best Law Firm in Trade Finance" in its 2014, 2015 and 2016 TFR Excellence Awards . GTR "Best Law Firm" Sullivan & Worcester UK LLP was top ranked firm in the . Global Trade Review (GTR) Best Law Firm 2015 and 2016 polls . The Legal 500 UK . 2016
such areas as law firm brand, firm usage, and legal market trends. The responses are distilled . down into four different and non-related measures gathered from the Sharplegal research and . then used to generate the individual Global Elite Law Firm Brand Index score for each law firm. How we generate our insights. In-depth interviews with
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