Solo & Small-Firm Practitioner Forum
(9/20/2022)
Agenda
Tuesday, September 20, 2022
8:15a.m.
Registration (Check-in)
8:15a.m. - 8:45a.m.
8:45a.m.
Introductions and Welcome
8:45a.m. - 9:00a.m.
Luis A. Perez - Chair, CLSBA Executive Committee
Stephanie E. Grana, Esq. - President, Virginia State Bar, Partner, Cantor Grana Buckner Bucci, P.C., Richmond, VA
9:00a.m.
The Basics of IOLTA and Trust Accounting (Ethics)
9:00a.m. - 10:00a.m.
Emily F. Hedrick - Ethics Counsel, Virginia State Bar
Ronald H. McCall - Investigator, Virginia State Bar
10:05a.m.
The Modern Lawyer: What, Why, and How of Practicing Law
10:05a.m. - 11:05a.m.
Kellam T. Parks - Parks Zeigler
11:05a.m.
Break
11:05a.m. - 11:15a.m.
11:15a.m.
Law Practice Transitions: Ethical Concerns and Planning Strategies (Ethics)
11:15a.m. - 12:15p.m.
Barbara S. Anderson - Life & Estate Planning Law Center, PLLC
Emily F. Hedrick - Ethics Counsel, Virginia State Bar
12:15p.m.
Lunch - Deli Buffet (included!)
12:15p.m. - 12:45p.m.
12:45p.m.
Town Hall Meeting
12:45p.m. - 1:15p.m.
Hon. Doris Henderson Causey - Judge, Court of Appeals of Virginia
1:15p.m.
Fastcase: Transforming Docket Data into Actionable Insights
1:15p.m. - 2:15p.m.
Alex Shaffer - Attorney Legal Research & Analytics Trainer, Fastcase, Inc.
2:15p.m.
Break
2:15p.m. - 2:25p.m.
2:25p.m.
SHIELDS UP! Protect Your Law Firm from Cyber Attacks (Ethics)
2:25p.m. - 3:25p.m.
Sharon D. Nelson - President, Sensei Enterprises, Inc.
John Simek - Vice President, Sensei Enterprises, Inc.
3:30p.m.
Managing Stress and Building Resilience
3:30p.m. - 4:30p.m.
James E. Leffler - Clinical Director, Virginia Lawyers Helping Lawyers
4:30p.m.
Adjourn
4:30p.m. - 4:30p.m.
