2019 California Solo & Small Firm Summit

 

 

June 13-15, 2019

Hyatt Regency Huntington Beach, Huntington Beach, CA

Program Materials, Speaker Biographies & Supplemental Items

The program materials for the 2019 California Solo & Small Firm Summit are available on this site for you to peruse before the program.  You will receive a USB drive at the Summit containing a copy of these program files.  Printed copies of the materials will not be available on-site.  If you prefer to have printed copies on-hand at the conference, please access the files and print out the materials prior to the conference and/or download them to a laptop or other portable device.  Please come with your laptop or portable device fully charged as power is very limited. Wifi will be available onsite. Additional materials provided onsite by speakers will be added to this website after the Summit, and will begin with the title Supplemental Materials.  We appreciate your support of our "paperless" Summit efforts.

  Schedule of Events:  Solo and Small Firm Summit - Schedule of Events.pdf

 

 

Thursday, June 13, 2019 

11:30 am - 1:00 pm

Session 01 - Artificial Intelligence Is Here to Help You and Your Practice.pdf

Session 01 - Related Articles of Interest.pdf 

 

Thursday, June 13, 2019

1:15 pm - 2:30 pm 

Session 02 - A Practical Approach to Updating Your Law Firm's Technology.pdf

Session 03 - The Mobile Lawyer and Professional Responsibility_Confidentiality in the Digital Age.pdf

Session 04 - Advising Entrepreneurial Clients.pdf

 

Thursday, June 13, 2019

2:45 pm - 4:00 pm 

Session 05 - Client Trust Accounting - Keeping in Check.pdf

Session 06 - E-Discovery for the Solo and Small Firm Practitioner.pdf

Session 07 - Low Cost to Free Technology for the Solo or Small Firm - Maximizing Your Practice on a Budget.pdf

Session 07 - Related Articles of Interest.pdf

 

Thursday, June 13, 2019

4:15 pm - 5:15 pm

Session 08 - What Every Lawyer Needs to Know About Social Media.pdf

 

Friday, June 14, 2019

9:00 am - 10:15 am 

Session 11 - Graphics and Technology at Trial - David Can Beat Goliath.pdf

Session 12 - Legal Ethics and Privacy Protecting Your Clients and Your Office.pdf

Session 13 - Understanding & Evaluating Legal Research Tools.pdf

 

Friday, June 14, 2019

10:30 am - 11:45 am

Session 14 - Data Security - Know Your Obligations Know Your Risks.pdf

Session 15 - Small Law Firm Marketing- Discipline and Persistence for Success.pdf

Session 16 - Brave New Retirement - Technology and Techniques for Retirement Savings.pdf

 

Friday, June 14, 2019

12:00 pm - 1:45 pm 

 Session 17 - Luncheon Program - A Conversation with the Honorable Carol A. Corrigan Associate Justice Supreme Court of California.pdf

 

Friday, June 14, 2019

2:00 pm - 3:15 pm 

Session 18 - What Bankruptcy Lawyers Need to Know For Coming Bankruptcy Wave.pdf

Session 19 - Laying the Foundation for Evidence and Exhibits.pdf

Session 20 - Elimination of Bias - Is It Possible.pdf

 

Friday, June 14, 2019

3:30 pm - 4:45 pm 

Session 21 - Preserving an Adequate Record for Appeal -From Hi-tech to the Dark Ages in 60 Days.pdf

 

Saturday, June 15, 2019

7:30 am - 8:45 am 

Session 23 - Continental Breakfast and Plenary Session - California New Sexual Harassment Training Law and the Mechanics of Workplace Investigations.pdf

 

Saturday, June 15, 2019

9:00 am - 10:15 am 

Session 24 - Going Paperless in Your Law Office.pdf

Session 25 - California Environmental Laws Every Small Business Should Understand.pdf

Session 26 - Domestic Violence Prose v. Represented Litigants.pdf

 

Saturday, June 15, 2019

10:30 am - 11:45 am 

Session 27 - Immigration and Employment Law Panel - California Employer Compliance - On the Front Line Between the State of California and the US Government.pdf

Session 28 - Time Management for Busy Attorneys -Eliminating Stress in Your Practice.pdf

Session 29 - Don't Pay These Taxes - Personal Liability Follows!.pdf

 

ADDITIONAL RESOURCES: 

Rules-of-Professional-Conduct.pdf

CLIENT TRUST ACCOUNTING RESOURCES

 http://bit.ly/calbar-ethics-cta

CLIENT TRUST ACCOUNTING HANDBOOK: 

http://www.calbar.ca.gov/Portals/0/documents/ethics/Publications/Portals0documentsethicsPublicationsCTA-Handbook.pdf

ETHICS AND TECHNOLOGY RESOURCES:

http://bit.ly/calbar-ethics-tech

ATTORNEY CIVILITY AND PROFESSIONALISM RESOURCES:

http://bit.ly/calbar-ethics-civility

 

 

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