Practice Management Advisory Service

Small Firm Lunch and Learn Series

Lunch and Learn

The Practice Management Advisory Service of the D.C. Bar presents the Small Firm Lunch and Learn Series. Each program in this series will explore a topic of particular interest to members who are starting, managing, or growing law firms in the District of Columbia. Most sessions take place from noon until 2:00 p.m. at the D.C. Bar (1101 K Street, NW) and are free to Bar members and their staff. This is a brown bag event. Attendees may bring their own lunch. Beverages are served. Here is more information about each of the programs in the upcoming Lunch and Learn series.

Lunch and Learn Series Schedule: 

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 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.

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 is designed to help you capitalize on the inbound call renaissance and turn your phone into a productive marketing channel. After attending this 60-minute webinar, you'll be able 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 
  • Build trust and "WOW" callers through customer experience best practices 

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 will focus on a typical day for the criminal defense lawyer in Washington, D.C., and on building a criminal practice. It will explore: 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.

For materials from past Lunch and Learn programs click here.

To register or for more information on this program and other services offered by the Practice Management Advisory Service you may contact: Daniel M. Mills, assistant director, or Rochelle D. Washington, senior staff attorney, at