Continuing Legal Education Program

Information

Solo and Small Firm Virtual Summit

Tuesday, May 21, 2024 | 7:30 a.m. - 1:00 p.m.
Webinar
4.25 General and 0.5 Ethics CLE Credits (AK**) | CLE# 2024054
Registration Fee: Free

This Program is presented by Clio

REGISTER HERE

Programs presented by Clio can be reported as MCLE credits but are not eligible for Alaska Bar discounts or free CLE certificates. This program is not accessible through your member dashboard. You will receive a confirmation email with the webinar link once registered.

As a Clio CLE, this program will not be accessible on the AK Bar VOD catalog.  If you’re unable to attend the live event, please register, and Clio will send you the recording. 

Learn how to amplify your influence and leave a lasting mark, proving that size doesn’t limit success. 

Back by popular demand, our Solo and Small Firm Virtual Summit returns with sessions dedicated to tackling key topics like boosting operational efficiency, using AI ethically, improving the firm’s financial health, and exploring market trends at small firms. 

Join Clio for an exclusive virtual gathering designed to help legal professionals conquer the challenges of running a small firm, stand out from the competition, and keep clients satisfied—without sacrificing your well-being.

Can't make the date? Sign up anyway- Clio will send a recording to everyone who registers! 

REGISTER HERE 

AGENDA 

7:30 – 7:40 a.m. Opening Remarks

Summit host, Jesse Harink (Clio’s Internal Global Events lead), will kick off the day with tips on how you can make the most of your day! 

7:40 – 8:30 a.m. Legal Trends Report for Solo & Small Firms (CLE Webinar)

This session officially launched our latest Legal Trends Report, featuring newly published insights relevant to solo and small firms. Watch the session to learn more about how lawyers are reacting to evolving client expectations, adopting strategies for improving payment collections, and changing their perspectives towards artificial intelligence. 

Joshua Lenon, Lawyer in Residence, Clio 

8:35 – 9:35 a.m. How AI is Changing Solo and Small Firm Operations (CLE Webinar)

Explore the transformative impact of AI on solo and small firm operations and client experience. Gain insights into what AI can and can’t do, and learn how to get the maximum benefit of this technology at your firm—without compromising ethics and security. 

Tom Martin, CEO, Lawdroid

Carolyn Elefant, Found & Owner of Law Office of Carolyn Elefant 

9:40-10:25 a.m. Top Marketing Mistakes & How to Avoid Them

Did you know that a bad website or misplaced advertising could be costing you thousands of dollars every month? In this session, we’ll highlight classic marketing mistakes made by solo and small firms, but more importantly, we’ll share tips on how to fix them. 

Philip Fairely, President of Rainmaker 

10:25 – 10:45 a.m. Lunch & Learn 

10:45-11:30 a.m. Making Legal Work Easier with Workflow Automations & Optimizations (CLE Webinar)

Join this session to discover how technology can help your law firm maximize billable hours and be more efficient than ever, freeing up more time for client work.  Learn practical tips to optimize operations and attract new business efficiently. 

Cory Bates-Rogers, Senior Customer Success Specialist, Legal Content, Clio 

11:35 a.m. -12:35 p.m. The Ultimate Financial Scorecard For Solo and Small Law Firms

 (CLE Webinar)

Whether you’re a new firm or an established solo and small firm, join us to discover how financial scorecards can help steer your law firm towards sustainable growth. Learn the basics of assessing your firm’s financial health, make informed decisions about spending, and understand how to maximize profits. 

Robert Gauvreau, FCPA, FCA, LPA, Founder & CEO of Gauvreau Accounting Tax Law Advisory 

12:40 – 1:10 p.m. Beyond Case Work: Having a Meaningful Impact on Your Community and Clients

In this closing panel, discover how solo and small firm lawyers can drive positive change in their communities and workplaces. Learn invaluable strategies for fostering diversity, inclusion, and leaving a lasting impact beyond your case work. 

Jessica Childress, Managing Attorney, At the Childress Firm PLLC  

1:00 – 1:15 p.m. Closing Remarks 

1:15 – 1:45 p.m. Networking 

Certificate of Attendance – provided by Clio 

To Receive a Certificate of Attendance: If you have met the participation requirements, you will receive a personalized CLE/CPD affidavit from mcle-clio@americanbar.org for the webinar you attended to completion. Please check your spam or junk folders as these emails often end up there. Please note you have to fill out an affidavit for each individual webinar. Once you complete the affidavit, you will be able to download your certificate(s) of attendance and they will be emailed to you as well from mcle-clio@americanbar.org. 

To qualify for credit, you must:

1.     Register for the webinar (and log in live on the day/time of the session) under your own personal credentials, as we will need this to verify your proof of attendance. *Note: You should not use someone else’s registration or credentials to log in and must ensure that your name and email are registered correctly.

2.     Attend the entire session live.

3.     Participate in the polls during the live session.

**AK credit will be give those who attend in person or watch the recording. ** 

REGISTER HERE