Practice Management Advisory Service

Practice 360º| Seminar Descriptions

Last year, 22 speakers provided hot topic presentations ranging from what you need to know about malpractice insurance to cloud computing. For most of the presentations, you can access the slideshows and handouts below. 

The 21st Century Law Firm Model
10:00 a.m. - 10:50 a.m.

How do new model law firms increase value to clients while appealing to attorneys? This discussion will offer an overview of the new model law firm from the perspectives of both clients and attorneys. We will cover the types of attorneys thriving in the new model, general firm operations, pricing structures, and market response. 


  • Marlene Laro, Potomac Law Group, PLLC
  • Ben Lieber, Potomac Law Group, PLLC

Slides for The 21st Century Law Firm Model

How to Prosper from the Legal Services Revolution
10:00 a.m. - 10:50 a.m.

If you know that surviving the revolution in legal services just isn't good enough, this is the presentation for you! Bob integrates 30 years of experience studying economic behavior with an appreciation for the power of 21st century technology. You'll learn proven tactics you can use to prosper rather than merely survive in the revolutionary legal services marketplace.

Bob will explore economic disruption: how to recognize it, how it happens, its effects on participants, and the changes it can create in the marketplace. He will also explore evolution vs. revolution, and becoming expendable vs. being essential. This session will focus on the role technology can play in assuring your personal success; and describe how you can combine third-generation document assembly and automation systems with modern economic decision making to get more from less while doing a better job for your clients.


  • Bob Christensen, CEO of TheFormTool, LLC

Slides for How to Prosper from the Legal Services Revolution

Handouts from Bob Christensen:

How Productive & Effective is Your Law Office     
A Billion Here
Automation in Legal Services 
Law Office Administration

Disaster Preparedness & Cloud Computing
10:00 a.m. - 10:50 a.m.

In times of crises, clients have increased needs for speedy and accurate representation. A lawyer’s professional and ethical obligations are not suspended in emergencies. The new ethical duty to be aware of changes in technology and practice create a duty to have disaster preparation and mitigation plans. In this session, learn how using cloud computing can prepare your practice for the inevitable disaster while also providing peace of mind to you and your clients.


  • Jack Newton, CEO of Clio    

Slides for Disaster Preparedness & Cloud Computing 

Cloud Computing and Ethics
10:00 a.m. - 10:50 a.m.

This session covers an overview of cloud computing and its effect on the business world and the legal profession, an explanation of terms/concepts, overview of benefits/concerns, including security and ethical issues, and a description of different types of legal cloud computing tools/platforms available.


  • Nicole "Niki" Black, MyCase

Slides for Cloud Computing and Ethics    

Niki's columns are here and here.    

Slides for Top Technology Tools to Streamline Your Law Practice

iPad for Lawyers: Technology in the Courtroom
11:00 a.m. - 11:50 a.m.

This session will feature  recently retired Judge Herbert Dixon, Jr. of the D.C. Superior Court demonstrating use of the iPad to enhance the effectiveness of courtroom presentations. He will also discuss techniques you should consider with both your own device and equipment typically available in a technology-enhanced courtroom. Although Judge Dixon will conduct this session using an iPad, the techniques and other considerations that he will discuss during this session are equally appropriate for other types of tablets, laptop computers, and phablets. 


  • Judge Herbert Dixon, Jr., D.C. Superior Court (Retired) 

Slides for iPad for Laywers:  Technology in the Courtroom

Judge Dixon's articles:  
iPad Wizardry for Lawyers   
Evolution of a High Technology Courtroom   
Technology and the Courts

10 Most Expensive Tax Mistakes that Cost Attorneys Thousands!
11:00 a.m. - 11:50 a.m.

Experience has taught us that many small law firm owners waste thousands of dollars every year in taxes they really don't need to pay. Join us at Practice 360º to learn to avoid some of the most expensive tax mistakes that attorneys make, and what you can do to help you keep more of your hard earned money. 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 by "flying under the radar" 
  • How to qualify for home office deductions
  • Retirement savings strategies for every business 
  • How to make the most of meals, entertainment, and gifts 
  • How to write off family medical bills as a business expense properly
  • How to deduct kids' private school and college tuition;
    And more!


  • Kim Bey, Kim Bey & Associates, CPAs, PC  

To receive more information about this program, including program materials, please contact the speaker directly at

Using Analytics to Give Your Firm a Strategic Advantage
11:00 a.m. - 11:50 a.m.

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 will discuss 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 will explore the frontiers of these tools in practice, and how you can use Moneyball for lawyering today.


  • Ed Walters, CEO of Fastcase

Slides for Using Analytics to Give Your Firm a Strategic Advantage

Magnetize Your Law Practice with LinkedIn
11:00 a.m. - 11:50 a.m.

LinkedIn is the most effective social media platform for lawyers. This is true regardless of the size of your law firm and irrespective of your particular practice areas. When optimized, your LinkedIn profile will show up on page one of Internet searches for your name and the name of your firm. This helps to influence your online reputation. A properly optimized LinkedIn profile also integrates multi-media in a way that engages your target audience, attracts your ideal client and leads targeted traffic to designated places on your website where visitors are encouraged to take specific action.


  • Tasha "TC" Cooper of UpwardAction, LLC and Lawyers Launchpad   

Slides for Magnetize Your Law Practice with LinkedIn 

ESI Hero: Taking the Mystery Out of eDiscovery
1:00 p.m. - 1:50 p.m.

This program will explore the technical, logistical, and budgetary issues surrounding the use of eDiscovery in small firms. Additionally, we will provide attendees with information on emerging eDiscovery issues and best practices.  


  • Kyle Albert, Foxhound Information Management, LLC

Slides for ESI Hero: Taking the Mystery out of eDiscovery
ESI Hero: Taking the Mystery Out of eDiscovery handout

What Small Firm Lawyers Need to Know about Malpractice Insurance
1:00 p.m. - 1:50 p.m.

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 will explore topics and issues such as where malpractice claims originate; malpractice insurance policies; how to determine appropriate coverage; and selecting a carrier, policy, and broker.


  • Mike Mooney, USI Affinity

Slides for What Small Firm Lawyers Need to Know about Malpractice Insurance

A Day in the Life of a Criminal Defense Lawyer
1:00 p.m. - 1:50 p.m.

This session will focus on a typical day for the criminal defense lawyer in Washington, D.C. and on building a criminal practice including different types of criminal law practices, 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 of your practice, and the production of blogs and other content. 


  • Ada Chan, The Law Office of Rollins and Chan
  • Mark Rollins, The Law Office of Rollins and Chan

Slides for A Day in the Life of a Criminal Defense Lawyer:  
Part One   
Part Two  

Social Media Ethics 4 Attorneys: Woulda, Coulda, Shoulda?
1:00 p.m. - 1:50 p.m.

Social media use among lawyers is growing faster than the American Bar Association and the courts can study and address its ethical implications. Legal commentators have called social media the 'new Wild West' and an 'ethical minefield' for lawyers. It is now more important than ever for attorneys to understand their ethical and professional responsibilities when using various social media platforms. The program will explore the explosion in the use of social media by lawyers; the ethical duties of lawyers who use social
media in the District of Columbia, Maryland, and Virginia, including competence, confidentiality, advertising, investigation, and evidence; and law firm policies on official and personal use of social media, and public comment moderation.


  • Linda V. Priebe, Culhane Meadows PLLC

Slides for Social Media Ethics 4 Attorneys
Top Ten Social Media Mistakes for Law Firms handout

Taking Your Firm to Cloud 9
2:00 p.m. - 2:50 p.m.

Discover how you can leverage cloud computing to help make your practice more efficient, effective and less error-prone. This program will explore a wide range of cloud-based tools, including cloud-based practice management, time tracking and accounting, document management, and other law office productivity tools.


  • Jack Newton, Clio              

Slides for Taking Your Firm to Cloud 9

Lawyers Using iPhones: How to Get the Most Out of Your iPhone
2:00 p.m. - 2:50 p.m.

The iPhone is a powerful tool for the law office. Find out how you can take full advantage of this remarkable device and make it a valuable asset of your professional life.


  • Brian Cohen, DC iPhone Experts  

Using Credit Cards in Your Law Firm: Best Practices
2:00 p.m. - 2:50 p.m.

Spend more time practicing law and less time focusing on your accounts receivable. Learn the ins and outs of accepting credit cards in your firm. Explore the basics of merchant accounts, ABA and State opinions, how to handle a chargeback, and best practices when accepting credit cards. 


  • Janelle Benefield, LawPay      

Slides for Using Credit Cards in Your Law Firm: Best Practices

Managing Your Online Reputation, Own Your Brand: A Guide for Lawyers
2:00 p.m. - 2:50 p.m.

The Internet is powerful. It provides a platform on which an attorney's reputation can be strengthened or severely damaged, all with the strokes of keys. In today's Internet and social media obsessed age, it is important for lawyers to monitor their online reputations consistently. It is equally important for lawyers to protect their good names and professional brands by taking intentional action that leverages the power of the Internet to build credibility and inspire trust.    


  • Tasha "TC" Cooper of UpwardAction, LLC and Lawyers Launchpad  

Slides for Managing Your Online Reputation, Own Your Brand: A Guide for Lawyers  

Locked Down: Cyber Security for Lawyers
3:00 p.m. - 3:50 p.m.

Lawyers have an ethical duty to be competent and to keep their client data confidential. Clients too want to keep their confidential data protected. All to often, information security is not prioritized by law firms or their clients. It costs money to protect data and businesses frequently resist budgeting for security, even though an ounce of prevention is far less expensive than a pound of cure. Investigating and remediating data breaches is hideously expensive, not to mention the necessity of complying with state data breach notification laws. This session will cover:

  • How data breaches occur
  • How to prevent data breaches using a combination of technology, policies and
  • Secure computing when you're on the road
  • Encryption
  • The new rules for strong passwords
  • How to manage smartphones in a BYOD (bring your own device) world
  • What you must do after a data breach
  • The stories of real-life law firm breaches 


  • Sharon Nelson, Sensei Enterprises, Inc.
  • John Simek, Sensei Enterprises, Inc.

Slides for Locked Down - Cyber Security for Lawyers        
Locked Down! Information Security handout

Thriving Not Just Surviving: Boundary Setting In Practice
3:00 p.m. - 3:50 p.m.

Building and maintaining a successful law practice requires dedication and hard work. In order to sustain your peak performance and achieve success, you will need to take care of yourself as well as your clients. Self-care is a challenge for many lawyers. Setting healthy limits in your work relationships, whether with clients or colleagues, is essential. This presentation will teach you why, when and how to set good (strong, clear) boundaries so that you are successful and happy in your law practice.


  • Niki Irish, D.C. Bar Lawyer Assistance Program
  • Meg Cusack, D.C. Bar Lawyer Assistance Program

Slides for Thriving Not Just Surviving:  Boundary Setting In Practice    
Boundaries Assessment handout and the book recommendations

Just in Case: What to Do When You are the Subject of a Malpractice Complaint
3:00 p.m. - 3:50 p.m.

This panel will provide insight from both a malpractice insurance provider and a malpractice defense counsel. Just in case…all lawyers need to know what to do in the event that you become the subject of a bar complaint. This program will explore: Where claims come from; Claims Made Policies vs. Occurrence Policies; Define proper and timely notice; Provide tips on what to do when served with a summons; How to interact with your carrier; What policy features to look for; and How to avoid a claim.


  • Mike Mooney, USI Affinity
  • Dennis Quinn, Carr Maloney, P.C.

Slides for What to Do When You are the Subject of a Malpractice Complaint

Video Marketing for Lawyers: 3 Reasons Why Not Having a Concise Video Marketing Strategy is Destroying Your Ability to Attract Your Ideal Online Client
3:00 p.m. - 3:50 p.m.

In this program you'll learn:

  • Why not having a clear video marketing strategy is impairing your ability to meet new clients online
  • Why you are intentionally ignoring the second-largest search engine in the world and don't even know it
  • Real case studies of people who called after watching a video who turned out to have valid cases
  • How to get someone to trust you without ever meeting you;
    And more!


  • Gerry Oginski, The Lawyer's Video Studio and The Law Office of Gerry Oginski, LLC