Practice Management Advisory Service

Past Lunch and Learn Programs

Lunch and Learn


April 19, 2018 — A Day in the Life of an Employment Lawyerpresented by Jason Zuckerman and Eric Bachman of Zuckerman Law. This session focused on the unique issues involved with building an employment law practice in the District of Columbia. They explored: the different types of employment law practices; the nuts and bolts of starting an employment law practice; handling clients; practice management tools; valuable books and resources; networking opportunities; marketing and more!
Presentation - Download and Save. This is an 18-page, 162 kb PDF document. 

April 12, 2018 — A Day in the Life of an Immigration Lawyerpresented by Jonelle Ocloo of the Law Offices of Jonelle Ocloo, LLC. The issue of immigration is constantly in the news. Recently there have been a lot of changes to immigration policy in the United States. Have you thought about getting into immigration law or expanding your immigration law practice? This session provided information about being an immigration lawyer and building an immigration law practice in Washington, D.C. Topics included: the nuts and bolts of starting an immigration law practice, the various niches within this practice area, how to keep up with the fast-paced changes in the law, common mistakes and pitfalls, the basics of practice and case management, as well as marketing and business development advice.  
Presentation - Download and Save. This is a 17-page, 924 kb PDF document.

April 5, 2018 — What Small Firm Lawyers Need to Know about Malpractice Insurancepresented by Mike Mooney of USI Affinity. Selecting malpractice coverage is important for lawyers in a firm of any size. How much coverage is needed? How much should it cost? How does the cost of defense affect the premium and coverage? How can a fee dispute affect coverage? What happens if the lawyer changes providers? This informative program explored these topics and other issues such as: where malpractice claims originate; malpractice insurance policies; how to determine appropriate coverage; and selecting a carrier, policy, and broker. Program Presentation - Download and Save. This is a 26-page, 459 kb PDF document.

March 22, 2018 — How to Use an Office-On-Demand ServiceParticipants visited Carr Work Places, 1717 K Street NW to learn how office-on-demand services work. During this program, they explored: how other lawyers use Carr's on-demand offices; the services and packages offered (including specials for D.C. Bar members); how mail and phone calls are handled; the security and confidentiality protocols used; and how to maximize on the services offered. They also enjoyed a special group tour of the facility!
Program handout - Download and Save. This is a 14-page, 1.0MB PDF document.

March 8, 2018 — Growing Your Practice: The Secret to Getting More of the Right Clientspresented by Mary Ellen Hickman of Hickman Consulting Partners LLC. During this session attendees learned:

  • How to identify the right client;
  • How to determine the best sources of those clients (based on personal experience or typical good sources of business for their particular practice area);
  • How to increase the number of good clients they get from those sources; and 
  • Whether or not they needed to expand those sources.

January 11, 2018 —Fastcase 101, presented by Fastcase. This program provided an introduction, and general overview, of the features available with Fastcase, a Bar member benefit and the leading next-generation legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting, and visualization tools right at your fingertips. The Fastcase collection includes cases, statutes, regulations, court rules, and constitutions. Fastcase also provides access to a newspaper archive, legal forms, and a one-stop PACER search of federal filings.
Program Presentation - Download and Save. This is a 14-page, 499 kb PDF document.  

December 14, 2017 — Level Up, Become a Microsoft Word Power User, presented by Chelsey Lambert, founder of Lex Tech Review. Have you ever worked on a document and been derailed by a formatting issue just before you finished? Do you often find yourself using the same formatting for various letters or agreements?  

Ms. Lambert shared tips, tricks, and template options to help you save time by creating documents, letters, or other work products in a flash. Participants learned how to format with ease, by applying reusable styles for the different types of documents you use. We also covered the use of Microsoft Word's tables tool, which can help you create beautiful documents and save space by aligning text in columns or rows. Lastly, we explored those hidden menus and design tools to expand table features to match any style or layout.

Here's a link to Ms. Lambert's Microsoft Word Course for Legal Professionals. https://learn.lextechreview.com/wizardry-in-word-for-legal-professionals. D.C. Bar members can receive a 50% discount by using the promo code: DCBAR

December 7, 2017 — A Day in the Life of an Estate Planning Lawyerpresented by Deborah Matthews of The Law Office of Deborah G. Matthews. This session focused on the unique issues involved with building an estate planning practice in the District of Columbia. Ms. Matthews explored: the different types of estate planning practices; the nuts and bolts of starting an estate planning practice; handling clients; practice management tools; valuable books and resources; networking opportunities; marketing and more!
Program handout - Download and Save. This is a 1-page 38 kb PDF document. 

November 30, 2017 — Help, I Have No Time for Marketing: Holiday Edition, led by business and marketing strategist Mary Ellen Hickman of Hickman Consulting Partners.  During this session, Ms. Hickman discussed simple, cost-effective, holiday marketing tactics to help you get more clients now and generate additional business in the new year. 

For those who have already decided on your marketing for next year, she discussed how to make those marketing tactics work better. If you're just starting out, she shared which marketing tactics tend to work best, which to avoid, and how to make sure that the time and money you invest in marketing get the best results.
Program Presentation -  Download and Save. This is a 17-page, 931 kb PDF document.

November 16, 2017 — A Day in the Life of a Commercial Real Estate Attorney, presented by J.J. Sherman of The Law Office of J.J. Sherman, P.C. During this presentation, Ms. Sherman shared advice and insights into practicing commercial real estate law - purely on the transactional side. She addressed; what to expect throughout the life cycle of a real estate deal (from term sheet to post-closing); how to market your commercial real estate law practice; fee structures; and much more!
Program Presentation - Download and Save. This is a 7-page, 521 kb PDF document

November 2, 2017 — A Day in the Life of a Landlord-Tenant Lawyer, presented by Dorene Haney, Attorney at Law. During this presentation, Ms. Haney shared practical advice and insights into practicing landlord-tenant law in the District. She addressed: common client relations issues, case management tips, technology tools for the practice area, what to expect in the courtroom, what judges expect from the bench and much more!
Program Presentation - Download and Save. This is an 11-page, 93 kb PDF document

October 19, 2017 — Hands-on with Fastcase, presented by Richa Sethi of Fastcase. During this program, Ms. Sethi explored methods and techniques to achieve better search results and led attendees through a step by step, hands-on, experience using Fastcase's many tools and features. Fastcase is a Bar member benefit and the leading next-generation legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting, and visualization tools right at your fingertips. The Fastcase collection includes cases, statutes, regulations, court rules, and constitutions. Fastcase also provides access to a newspaper archive, legal forms, and a one-stop PACER search of federal filings.
There are no program handouts for this presentation.

October 5, 2017 — Business Entity Selection and Formation Specifically for Lawyers, presented by Heather Batzel of Batzel Law PLLC. You are ready to create a law firm. Should it be a sole proprietorship or general partnership? Should you form a corporation, LLC, or LLP? What's the difference and why does it matter? What considerations are specific to lawyers forming law firms? 

During this program, Ms. Batzel tackled these questions and more! Practical guidance on the process of forming a business entity in the District and compliance with applicable D.C. codes, and next steps for launching your firm, were included.
Program Presentation - Download and Save. This is a 27-page, 343 kb pdf document
Program handout - Download and Save. This is a 2-page, 144 kb pdf document

September 14, 2017 — The 7 Biggest Tax Mistakes to Avoid Before Year End: Based on Numerous Real-World Cases, presented by Kim Bey of Bey & Associates, CPAs, PC. Experience has taught us that many small firm owners waste thousands of dollars every year in taxes they really don't need to pay. During this session participants learned key tax strategies including: how to avoid making the single most expensive tax mistake of all; how to slash the risk of an IRS audit; how to qualify for home office deductions; retirement savings strategies and much more.
To receive more information about this program, please contact the speaker directly at kim@kimbeycpa.com.

September 7, 2017   Clearing Clutter: Tuning in to Time, Space and Mind, presented by Niki Irish and Yvette Mitchell, senior counselors, D.C. Bar Lawyer Assistance Program. In today's society, life can feel like it is moving at lightning speed. As daily demands, obligations and responsibilities feel more and more overwhelming, it becomes easy to avoid taking action on tasks such as keeping up with client emails, organizing files, and paying attention to your own mental health. While avoidance may offer temporary relief, it can also spiral into increased feelings of anxiety, disorganization, and stress. If you have found yourself in this position, you are not alone! During this program, participants discovered techniques to help manage daily physical and mental clutter so they could improve productivity and decrease stress. Participants learned how to become more efficient and productive by better managing their: 

  • Time; 
  • Physical space/work environment; and 
  • Brain space.
Clearing Clutter. Download and Save. This is a 2-page, 55 kb pdf document.
Values Inventory. Download and Save.  This is a 2-page, 81 kb pdf document.
Essential Questions to Declutter. Download and Save.  This is a 1-page, 72 kb pdf document.

August 24, 2017 — The Secret to Winning New Clients, presented by Diana Stepleton of Ruby Receptionists. Everyone wants to win more business… but how? The answer is as close as your phone! Participants joined customer service specialists Ruby Receptionists for a free webinar on how to WOW their callers and clients, turning rings into relationships.
Program Presentation - Download and Save

August 10, 2017 —Why Isn't My Practice Making More Money, led by business and marketing strategist Mary Ellen Hickman of Hickman Consulting Partners. If you're not satisfied with your firm's profitability – or your take home pay – we showed you where to find the best opportunities to increase revenue and lower costs. We discussed how to identify the key obstacles to higher profitability, whether in operations, finance, or sales and marketing. Then, we turned to where and how to cut marketing costs while improving the results of marketing activities. Participants left with a practical plan to significantly increase profitability this year.
Program Presentation -  Download and Save.

July 27, 2017 — Help, I Have No Time for Marketing!, led by business and marketing strategist Mary Ellen Hickman of Hickman Consulting Partners. It can be challenging to choose the right marketing for your practice. During this session, we discussed which marketing activities work best for different types of law firms and which take the least amount of time and money. If your marketing activities are already working well, we'd talked through the easiest ways to make them work even better; how to optimize current marketing activities, including what to cut and what to keep; and how to measure whether or not your marketing is working. For those who are just beginning marketing efforts, we outlined exactly how to get started, fast.  Session slides are here.  Session videos are here (first four minutes) and here (balance of program).  

July 6, 2017 — Low Bono for the Small Firm Lawyer, presented by Marc Borbely of the D.C.Tenants' Rights Center (DCTRC) and Steven Krieger of Steven Krieger Law PLLC. During this program,Mr. Borbely and Mr. Krieger shared their experiences as well as the benefits and the common pitfalls associated with low bono practice. They provided useful insights in to how to successfully implement alternative fee structures, how to market your low bono firm, and the technology tools used to successfully run and manage a low bono practice.
Program Presentation - Download and Save. This is a 12-page 488 kb pdf document

April 27, 2017 — Growing Your Practice: The Secret to Getting More of the Right Clientspresented by Mary Ellen Hickman of Hickman Consulting Partners LLC. During this session attendees learned:

  • How to identify the right client;
  • How to determine the best sources of those clients (based on personal experience or typical good sources of business for their particular practice area);
  • How to increase the number of good clients they get from those sources; and 
  • Whether or not they needed to expand those sources.
Program Presentation - Download and Save. This is a 15-page 894 kb pdf document

April 20, 2017 — A Day in the Life of a Family Law Lawyerpresented by Sogand Zamani of Zamani and Associates PLLC. This session explored a typical day for a family law lawyer building a successful practice in Washington, D.C. It focused on the different types of family law practice, the nuts and bolts of starting the practice and the basics of practice and case management. Ways to build your business through effective marketing, social networking, using search engine optimization, gathering positive reviews and the production of blogs and other content were also discussed.
There are no program handouts for this presentation.

April 13, 2017 — A Day in the Life of a Criminal Defense Lawyer, presented by Ada Chan and Mark Rollins of the Rollins and Chan Law Firm. This session focused on a typical day for the criminal defense lawyer in Washington, D.C., and on building a criminal practice. It explored: the different types of criminal law practice; the basics of practice and case management; marketing, social networking and the use of search engine optimization; optimizing the use of reviews of your practice; and the production of blogs and other content.

March 23, 2017 — The Business Call is Back: Capturing & Converting Phone Leads, presented by Diana Stepleton of Ruby Receptionists. With all the ways we have to communicate today, it may surprise you to learn the phone is still the preferred method for customers to interact with businesses. In fact, companies big and small are seeing an explosion of inbound calls. Why? One big reason is click-to-call, the ability to dial a business directly from a mobile search. Click-to-call is booming, and its popularity isn't expected to fade any time soon: a predicted 162 billion calls will be made to business from smartphones in 2019. 

This session was designed to help you capitalize on the inbound call renaissance and turn your phone into a productive marketing channel. During this 60-minute webinar, attendees learned to: 

  • Take advantage of click-to-call technology on your website and Google listing; 
  • Address the needs of mobile callers; 
  • Review and improve your caller's journey; and 
  • Build trust and "WOW" callers through customer experience best practices. 
To receive more information about this program, please contact the speaker directly at hello@callruby.com

March 2, 2017 — 10 Most Expensive Tax Mistakes that Cost Attorneys Thousands!, presented by Kim Bey of Bey & Associates, CPAs, PC. Experience has taught us that many small firm owners waste thousands of dollars every year in taxes they really don't need to pay. During this session participants learned key tax strategies including: how to avoid making the single most expensive tax mistake of all; how to slash the risk of an IRS audit; how to qualify for home office deductions; retirement savings strategies and much more.
To receive more information about this program, please contact the speaker directly at kim@kimbeycpa.com.

February 16, 2017 —  Feasible Process Improvement Tips for Sustainable Positive Results, presented by Jeanette (Janet) C. Delgado, CPB of JD Management Advisory, LLC. This session demonstrated how to run your law firm more efficiently. Simple improvements in daily workflow can make a big difference in how a law firm works allowing you to improve productivity and efficiency and increase overall profitability. Ms. Delgado reviewed general business functions that typically present areas of weakness and provided ideas on simple improvements to build a base for sustainable systems.
Program Presentation - Download and Save. This is a 21-page 1.18 MB pdf document

January 26, 2017 — A Day in the Life of an Immigration Lawyerpresented by Jonelle Ocloo of the Law Offices of Jonelle Ocloo, LLC. The issue of immigration is constantly in the news. A new presidential administration promises a lot of changes to immigration policy in the United States. Have you thought about getting into immigration law or expanding your immigration law practice? This session provided information about being an immigration lawyer and building an immigration law practice in Washington, D.C. Topics included: the nuts and bolts of starting an immigration law practice, the various niches within this practice area, how to keep up with the fast-paced changes in the law, common mistakes and pitfalls, the basics of practice and case management, as well as marketing and business development.  
Program Presentation - Download and Save. This is a 16-page 883 kb pdf document

January 12, 2017 — Hands-on with Fastcase, presented by Erin Page of Fastcase. During this program, the presenter explored methods and techniques to achieve better search results and led attendees through a step by step, hands-on, experience using Fastcase's many tools and features. Fastcase is a Bar member benefit and the leading next-generation legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting, and visualization tools right at your fingertips. The Fastcase collection includes cases, statutes, regulations, court rules, and constitutions. Fastcase also provides access to a newspaper archive, legal forms, and a one-stop PACER search of federal filings.
Program Presentation - Download and Save. This is a 23-page 807 kb pdf document

December 15, 2016 — A Day in the Life of an Entertainment Lawyerpresented by Beverly J. Davis of Davis Law PLLC. This session provided information about being an entertainment lawyer and building an entertainment law practice in Washington, D.C. Topics included: the nuts and bolts of starting an entertainment law practice, common mistakes and pitfalls, the basics of practice and case management, marketing and business development, industry resources, social networking, website, and the production of blog and other contents.
Program Presentation - Download and Save. This is a 30-page 1.56 MB pdf document

December 8, 2016 —10 Most Expensive Tax Mistakes that Cost Attorneys Thousands!, presented by Kim Bey of Bey & Associates, CPAs, PC. Experience has taught us that many small firm owners waste thousands of dollars every year in taxes they really don't need to pay. During this session participants learned key tax strategies including: how to avoid making the single most expensive tax mistake of all; how to slash the risk of an IRS audit; how to qualify for home office deductions; retirement savings strategies and much more.
To receive more information about this program, please contact the speaker directly at kim@kimbeycpa.com.

November 10, 2016 — Growing Your Commercial Real Estate Law Practicepresented by J.J. Sherman of The Law Office of J.J. Sherman, P.C. During this presentation, Ms. Sherman shared advice and insights into practicing commercial real estate law - purely on the transactional side. She addressed; what to expect throughout the life cycle of a real estate deal (from term sheet to post-closing), how to market your commercial real estate law structures, fee structures, and much more!
Program Presentation - Download and Save. This is a 7-page, 452 kb pdf document

October 27, 2016 — Office On-Demand for the 21st Century Law Firm, presented by Carr Workplaces. During this program, held at a Carr Workplace office on-demand location (1001 G Street, NW, Suite 800, Washington, DC 20001), members discovered and explored: how other lawyers use Carr's on-demand offices; the services and packages offered (including specials for D.C. Bar members); how mail and phone calls are handled; the security and confidentiality protocols used; and how to maximize on the services offered. They also enjoyed a special group tour of the facility and more!
There are no program handouts for this presentation.

October 13, 2016 — Fastcase 101, presented by Erin Page of Fastcase. This program provided an introduction, and general overview, of the features available with Fastcase legal research software, a free D.C. Bar Member Benefit. Fastcase is the leading, next-generation, legal research service that puts a comprehensive national law library and smarter more powerful searching, sorting and visualization tools at your fingertips.
There are no program handouts for this presentation.

October 6, 2016 — The 7 Biggest Tax Mistakes to Avoid Before Year End: Based on Numerous Real-World Cases, presented by Kim Bey of Bey & Associates, CPAs, PC. Experience has taught us that many small firm owners waste thousands of dollars every year in taxes they really don't need to pay. During this session participants learned key tax strategies including: how to avoid making the single most expensive tax mistake of all; how to slash the risk of an IRS audit; how to qualify for home office deductions; retirement savings strategies and much more.
To receive more information about this program, including program materials, please contact the speaker directly at kim@kimbeycpa.com.

September 22, 2016 — Fee Sharing the Right Way, presented by Hope Todd, assistant director for legal ethics, Regulation Counsel, at the District of Columbia Bar. In October 2015, the District of Columbia Court of Appeals amended D.C. Rule 7.1 to prohibit the payment of referral fees. At this interactive session participants learned the answers to such burning questions as: Can lawyers in different firms still refer cases to one another? Can they share legal fees? What if one lawyer only refers the case to the second lawyer, but does no other work? Can a lawyer pay her paralegal for bringing in firm clients? And what about online marketing and lawyer referral services? Can a lawyer share fees with them? This session was designed to help D.C. attorneys navigate the D.C. Rules and legal ethics opinions on referrals and fee sharing arrangements to keep them out of ethical hot water.
Pre-Program Quiz - Download and Save. This is a 1-page, 13 kb pdf document
Program Presentation - Download and Save. This is a 26-page, 623 kb pdf document

September 15, 2016 — The Case for Community: How Caring Creates a Competitive Edge, presented by Diane Wright of Wright Path Strategies LLC. Many people consider socially conscious activities such as pro bono work, philanthropic endeavors, and social impact initiatives to be little more than an expensive footnote on the income statement, but new studies indicate that incorporating social work into a firm's strategy can give them a measurable leg up over the competition. CEO Diane Wright discusses how a strategic foray into social impact initiatives can create a comparative advantage for a law firm – increasing reputation, productivity, and profitability while decreasing risk.
Program Handout  - Download and Save. This is a 1-page, 210 kb pdf document
Program Presentation - Download and Save. This is a 35-page, 706 kb pdf document

September 1, 2016  How to Start and Run a Virtual Law Firm, presented by Nakia Gray of Nakia Gray Legal, PC. During this session you will learn:

  • What a virtual law practice is (and what it's not);
  • Essential tools you need to run a virtual law practice;
  • The exact resources and applications I use daily to run my virtual law firm; and
  • Tips on how to use technology to get more done in less time.

Program Presentation - Download and Save. This is a 10-page, 954kb pdf document

August 11, 2016 — A Day in the Life of a D.C. Landlord-Tenant Lawyer, presented by Dorene Haney. During this presentation, Ms. Haney shared practical advice and insights into practicing landlord-tenant law in the District. She addressed: common client relations issues, case management tips, technology tools for the practice area, what to expect in the courtroom, what judges expect from the bench and much more!
Presentation - Download and Save. This is a 9-page, 86 kb pdf document

August 4, 2016 — Hands on with Fastcasepresented by Morgan Morrissette Wright and Erin Page of Fastcase. During this program, the presenters explored search methods and techniques to achieve better search results. They also led attendees through a step by step, hands-on, experience using Fastcase's many tools and features. Fastcase is a Bar member benefit and the leading next-generation legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting, and visualization tools right at your fingertips. The Fastcase collection includes cases, statutes, regulations, court rules, and constitutions. Fastcase also provides access to a newspaper archive, legal forms, and a one-stop PACER search of federal filings.
Presentation - Download and Save. This is a 24-page, 1.7 MB pdf document

July 28, 2016 — A Day in the Life of an Estate Planning Lawyerpresented by Deborah Matthews of The Law Office of Deborah G. Matthews. This session focused on the unique issues involved with building an estate planning practice in D.C. Ms. Matthews explored the different types of estate planning practices; the nuts and bolts of starting an estate planning practice; handling clients; practice management tools; books and resources; networking opportunities and marketing.
Program Handout  1 - Download and Save. This is a 1-page, 24 kb pdf document
Program Handout  2 - Download and Save. This is a 1-page, 76 kb pdf document

July 14, 2016 — A Preview of the Upcoming Successful Small Firm Practice Course, presented by Rochelle D. Washington and Daniel M. Mills. The Course, which begins August 22, is a deep exploration of starting, growing and managing the small firm. Mr. Mills and Ms. Washington previewed the ten sessions and answered questions from prospective attendees. This is the fifth year for the Course at the D.C. Bar. It was awarded the 2015 ABA E. Smythe Gambrell Professionalism Award. Registration is now open for the Course.

June 30, 2016 — Lawyers Using iPhones: How to Get the Most Out of Your iPhone, presented by Brian Cohen of DC iPhone Experts. The iPhone is a powerful tool for the law office. Attendees learned how to take full advantage of this remarkable device and make it a valuable asset to their professional lives.
There are no program handouts for this presentation.

June 16, 2016 — Office On-Demand for the 21st Century Law Firm, presented by Carr Workplaces. During this program, held at a Carr Workplace office on-demand location (1717 K Street, NW, Suite 900, Washington, DC), members discovered and explored: how other lawyers use Carr's on-demand offices; the services and packages offered (including specials for D.C. Bar members); how mail and phone calls are handled; the security and confidentiality protocols used; and how to maximize on the services offered. They also enjoyed a special group tour of the facility and more!  

June 2, 2016 — Low Bono for the Small Firm Lawyer: How to Successfully Start, Manage and Grow a Low Bono Practice in D.C., presented by Marc Borbely of the D.C.Tenants' Rights Center (DCTRC) and Steven Krieger of Steven Krieger Law PLLC. During this program, these two local attorneys shared their experiences as well as the benefits and the common pitfalls associated with low bono practice. They provided useful insights in to how to successfully implement alternative fee structures, how to market your low bono firm, and the technology tools used to successfully run and manage a low bono practice.
Presentation - Download and Save. This is a 14-page, 3.2 MB pdf document
About the DCTRC  - Download and Save. This is a 16-page, 620 kb pdf document

April 21, 2016 — A Day in the Life of a Lawyer Representing Nonprofit Entities, presented by Benjamin Takis of Tax-Exempt Solutions, PLLC. It is common for lawyers practicing in the District of Columbia to encounter the law of nonprofit organizations at some point in their careers, whether through pro bono projects, service on a Board of Directors, or other professional engagements. During this presentation, Benjamin Takis of Tax-Exempt Solutions, PLLC guided attendees through the tools and resources; areas of law; and other practice issues you need to know to provide effective representation to nonprofits and tax-exempt entities.
Program Handout - Download and Save. This is a 2-page, 231 kb pdf document

March 31, 2016 — How to Start and Run a Virtual Law Firm, presented by Nakia Gray of Nakia Gray Legal, PC. During this session you will learn:

  • What a virtual law practice is (and what it's not);
  • Essential tools you need to run a virtual law practice;
  • The exact resources and applications I use daily to run my virtual law firm; and
  • Tips on how to use technology to get more done in less time.

Program Handout - Download and Save. This is a 4-page, 321 kb pdf document

March 24, 2016 — Getting Things Done: Productivity Tools for Lawyers, presented by Andrea Cannavina CEO of  LegalTypist, Inc., helping lawyers get the work done since 2001. This program was for busy attorneys who wanted to learn about the tools available to help sort, process and automate in order to work more efficiently. Andrea delved into the real work, the day-to-day grind and how best to insert processes and people to get it all done (faster, cheaper and with less stress). Attendees walked away with all they needed to assess the equipment, software and technology in place to perform common business functions, and learned of the effective use of delegation and other long standing tools to get and stay productive. Andrea's suggestions helped the most organized-challenged and/or the most techno-phobic do what they need to do faster and easier. 
Program Materials.

March 17, 2016 — Hands on with Fastcase, presented by Morgan Wright of Fastcase. During this program, the presenter explored search methods and techniques to achieve better search results and led attendees through a step by step, hands-on, experience using Fastcase's many tools and features. Fastcase is a Bar member benefit and the leading next-generation legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting, and visualization tools right at your fingertips. The Fastcase collection includes cases, statutes, regulations, court rules, and constitutions. Fastcase also provides access to a newspaper archive, legal forms, and a one-stop PACER search of federal filings through our content partners.
There are no program handouts for this presentation.

March 10, 2016 — A Day in the Life of a Criminal Defense Lawyer, presented by Mark Rollins of Rollins Law Firm. This session  focused on a typical day for a criminal defense lawyer in Washington, D.C., and on building a criminal defense practice. It explored the different types of criminal law practice; the nuts and bolts of starting a criminal law practice; the basics of practice and case management; marketing; social networking and the use of search engine optimization; optimizing the use of reviews for your practice; and the production of blogs and other content.
Program Handout  1 - Download and Save. This is a 12-page, 1 MB pdf document
Program Handout  2 - Download and Save. This is a 13-page, 275 kb pdf document

February 25, 2016 — What Small Firm Lawyers Need to Know about Malpractice Insurance, presented by Mike Mooney of USI Affinity. Selecting malpractice coverage is important for lawyers in a firm of any size. How much coverage is needed? How much should it cost? How does the cost of defense affect the premium and coverage? How can a fee dispute affect coverage? What happens if the lawyer changes providers? This informative program explored these topics and other issues such as: where malpractice claims originate; malpractice insurance policies;how to determine appropriate coverage; and selecting a carrier, policy, and broker.
There are no program handouts for this presentation.

February 18, 2016 — Fastcase 101, presented by Morgan Wright of Fastcase. This program provided an introduction, and general overview, of the features available with Fastcase legal research software, a free D.C. Bar Member Benefit. Fastcase is the leading, next-generation, legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting and visualization tools at your fingertips. As a D.C. Bar member, you can also sync your Fastcase mobile app to your desktop account. You also now have access to D.C. Bar-exclusive content!
There are no program handouts for this presentation.

January 28, 2016 — 10 Most Expensive Tax Mistakes that Cost Attorneys Thousands, presented by Kim Bey of Bey & Associates, CPAs, PC. Experience has taught us that many small firm owners waste thousands of dollars every year in taxes they really don't need to pay. During this session you will learn key tax strategies including: how to avoid making the single most expensive tax mistake of all; how to slash the risk of an IRS audit: how to qualify for home office deductions; retirement savings strategies and much more.
To receive more information about this program, including program materials, please contact the speaker directly at kim@kimbeycpa.com.

January 14, 2016 — Virtual Lawyering: Expanding Your Practice, presented by Priya Prakash Royal, managing attorney at Royal Law Firm PLLC. Small firm and niche practitioners, especially those admitted to practice in multiple jurisdictions can expand their existing geographically limited practice beyond their physical location, to include a much wider client base and more expansive practice by balancing technology, marketing and, networking properly. In this presentation, Ms. Royal discussed effective and efficient ways to incorporate virtual lawyering into one's legal practice. She elaborated on the importance of technology, the specific tools available to attorneys today, effective marketing strategies, risk analysis and financial considerations in strategizing expansions and developing collaborations with other attorneys and professionals as a virtual lawyer.
Program Handout - Download and Save. This is a 10-page, 595 kb pdf document

December 10, 2015 — Networking 101 for Lawyers, presented by Ben Takis of Tax-Exempt Solutions PLLC. Whether you are leading your own small firm, a partner at a bigger firm, or an associate just starting your career, networking is an essential step in building a long-lasting and fulfilling career as a lawyer. Yet in law school and at most law firms, we are taught little about how to network effectively. During this presentation, Benjamin Takis discussed methods for effective networking, including where to find and build connections, what to say at networking events and follow-up meetings, and how to cultivate relationships over the long term.
Program Handout - Download and Save. This is a 1-page, 111 kb pdf document 

December 3, 2015 — A Day in the Life of a Family Law Lawyer, presented by Sogand Zamani of Zamani and Associates PLLC. This session explored a typical day for a family law lawyer building a successful practice in Washington, D.C. It focused on the different types of family law practice, the nuts and bolts of starting the practice and the basics of practice and case management. Ways to build your business through effective marketing, social networking, using search engine optimization, gathering positive reviews and the production of blogs and other content were also discussed.
Program Handout - Download and Save. This is a 1-page, 60 kb pdf document 

November 12, 2015 — Lawyers Using iPhones: How to Get the Most Out of Your iPhone, presented by Brian Cohen of DC iPhone Experts. The iPhone is a powerful tool for the law office. Attendees learned to take full advantage of this remarkable device and make it a valuable asset to your professional life.
There are no program handouts for this presentation.

October 29, 2015 — Cloud Security 101 for Lawyers: What You Need to Know About the Cloud and Cloud Services, presented by Nathan Work of Work Consultants. Nathan, owner of an IT outsourcing company in Alexandria, Virginia, covered the first questions a lawyer should ask when considering any cloud-based service: data custody, business-grade services value compared to consumer-grade services, the downside of avoiding cloud services, and whether the cloud is secure? As the "IT guy" to small law firms in D.C. and Virginia, Nathan has first-hand experience with his clients' adventures in the cloud and shared some of those stories.
There are no program handouts for this presentation.

October 22, 2015 — Business Entity Selection and Formation Specifically for Lawyers, presented by Heather Batzel of Batzel Law PLLC. Heather presented practical guidance on what lawyers should consider when choosing a business entity for their practice, how to move from one entity form to the next, jurisdictional issues, and the process of complying with applicable D.C. codes. Heather opened Batzel Law PLLC in 2013 to bring her substantial corporate law experience to her favorite clientele—entrepreneurs and small businesses. Her decade of legal experience prior to founding her own firm includes representing the World Bank in international transactions, working as a corporate and securities associate at two top law firms and serving as General Counsel at an international start-up company.  
Program Slides - Download and Save. This is a 17-page, 131 kb pdf document
Program Handout - Download and Save. This is a 2-page, 140 kb pdf document 

October 15, 2015 — Low Bono for the Small Firm Lawyer: How to Successfully Start, Manage and Grow a Low Bono Practice in D.C., presented by Marc Borbely of the D.C.Tenants' Rights Center (DCTRC) and Steven Krieger of Steven Krieger Law PLLC. These two local attorneys shared their experiences as well as the benefits and the common pitfalls associated with low bono practice. They also provided useful insights in to how to successfully implement alternative fee structures, how to market your low bono firm, and the technology tools used to successfully run and manage a low bono practice.
Program Slides (Steven Krieger) - Download and Save. This is a 14-page, 3.04 MB pdf document
Program Slides (DCTRC) - Download and Save. This is a 16-page, 812 kb pdf document 

October 8, 2015 — What Every Lawyer Should Know Before Hiring an Investigator, presented by Angela Valdez of First Line Investigations. Her presentation covered what to expect from your investigator and what good investigators expect from attorneys. She shared sleuthing tricks, from a backdoor method for searching Facebook to finding evidence in underappreciated public records. Program Slides - Download and Save. This is a 69-page, 3.33 MB pdf document 

October 1, 2015 — The 7 Biggest Tax Mistakes to Avoid Before Year End: Based on Numerous Real-World Cases, presented by Kim Bey of Bey & Associates. If you're like many small law firm owners, you waste thousands of dollars every year in taxes you don't need to pay. Attend this fast-paced seminar to find out some important steps you can take to minimize your taxes in 2015.
To receive more information about this program, including program materials, please contact the speaker directly at kim@kimbeycpa.com.

September 17, 2015 — Hands on with Fastcase, presented by Morgan Wright of Fastcase. During this program, the presenter explored search methods and techniques to achieve better search results and lead attendees through a step by step, hands-on, experience using Fastcase's many tools and features. Fastcase is a bar member benefit and the leading next-generation legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting, and visualization tools right at your fingertips. The Fastcase collection includes cases, statutes, regulations, court rules, and constitutions. Fastcase also provides access to a newspaper archive, legal forms, and a one-stop PACER search of federal filings through our content partners.
Program Slides - Download and Save. This is a 21-page, 1.53 MB pdf document

August 20, 2015 — What Small Firm Lawyers Need to Know about Malpractice Insurance, presented by Mike Mooney of USI Affinity. Selecting malpractice coverage is important for lawyers in a firm of any size. How much coverage is needed? How much should it cost? How does the cost of defense affect the premium and coverage? How can a fee dispute affect coverage? What happens if the lawyer changes providers? This informative program explored topics and issues such as where malpractice claims originate; malpractice insurance policies; how to determine appropriate coverage; and selecting a carrier, policy, and broker.
Program Slides - Download and Save. This is a 24-page, 2.77 MB pdf document

August 6, 2015 — Using Analytics to Give Your Firm a Strategic Advantage, presented by Ed Walters of Fastcase. The entire world is changing, as industries as diverse as advertising, stock trading, medicine, and sports are using analytics to achieve maximum results, often in unexpected ways. Is there any reason to believe law is different? Fastcase CEO Ed Walters discussed new tools to understand law better, from contract drafting to forum shopping, and from case valuation to legal research. Lawyers are notoriously late adopters, but a new wave of legal tech companies is using tools like citation analysis, data visualization, and big data to gain new insights into practice. This session explored the frontiers of these tools in practice, and how you can use Moneyball for lawyering today.
Program Slides - Download and Save. This is a 40-page, 3,483 kb pdf document

July 30, 2015 — Fastcase 101, presented by Morgan Wright of Fastcase. This program provided an introduction, and general overview, of the features available with Fastcase legal research software, a free D.C. Bar Member Benefit. Fastcase is the leading, next-generation, legal research service that puts a comprehensive national law library and smarter and more powerful searching, sorting and visualization tools at your fingertips. As a D.C. Bar member, you can also sync your Fastcase mobile app to your desktop account. For details on the latest version of the Fastcase app (Version 3.0), check out http://www.fastcase.com/fastcase-legal-research-app-update-ios8/.
Program Slides - Download and Save. This is a 10-page, 340 kb pdf document

July 23, 2015 — A Day in the Life of a Lawyer Representing Non-Profit Entities, presented by Benjamin Takis of Tax-Exempt Solutions, PLLC. It is common for lawyers practicing in the District of Columbia to encounter the law of nonprofit organizations at some point in their careers, whether through pro bono projects, service on a Board of Directors, or other professional engagements. During this presentation, Benjamin Takis of Tax-Exempt Solutions, PLLC guided attendees through the tools and resources; areas of law; and other practice issues you need to know to provide effective representation to nonprofits and tax-exempt entities.
Program Handout - Download and Save. This is a 2-page, 221 kb pdf document

June 18, 2015 — A Day in the Life of a D.C. Landlord-Tenant Lawyer, presented by Dorene Haney. During this presentation, Ms. Haney shared practical advice and insights into practicing landlord-tenant law in the District. She addressed: common client relations issues, case management tips, technology tools for the practice area, what to expect in the courtroom, what judges expect from the bench and much more!
Program Slides - Download and Save. This is a 9-page, 165 kb pdf document

June 11, 2015 — A Day in the Life of a Small Firm Lawyer Handling "Big Firm" Law, presented by Sara Kropf, Ron Kamis and Margarita Sanchez. As the practice of law has changed, more and more large firm lawyers are leaving big firms for small firm settings. These lawyers are now faced with the challenge of competing with the perceived level of service offered by "Big Firm". During this program we discussed how you, as a small firm lawyer, can increase your efficiency to match or exceed these levels while still providing the personal service that clients value. Our panel of seasoned experts walk participants through some of the IT tools and office systems they use in a typical day to compete and win against "Big Firm."
Program Handout - Download and Save. This is a 2-page, 199 kb pdf document.