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How to Optimize Your Law Practice for Ultimate Business Success
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Join us for this two-day, knowledge-packed virtual summit to learn from technology experts, network with industry peers, and obtain CLE credit while gaining invaluable insight to the latest legal technology trends, tools, and topics. Provides 5 hours of CLE Credit (4 Gen, 1 Ethics)
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Tuesday, February 23, 2021
11:45 a.m. - 5:00 p.m.
Wednesday, February 24, 2021
11:45 a.m. - 4:10 p.m.
$50 for SDCBA members | $75 for non-members
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| 11:45 a.m. - Welcome and Announcements |
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| 12:00 p.m. - 1:00 p.m. |
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Featuring: Ben M. Schorr, Senior Content Developer, Microsoft
In this one hour session we'll talk in plain English about some of the most common cybersecurity issues and easy steps you can take, right now, to reduce risk and mitigate malpractice issues.
We'll also cover:
- How to make your accounts much harder to hack
- How you can defend yourself and your firm against common scams and attacks without being a cybersecurity pro
- Secure communications - how to use Wi-Fi and connect to the internet more securely
- Give you some resources you can use and share with staff, clients, friends, and even family!
Not sure what things like "multi-factor authentication" or "phishing" are? After this session you'll hopefully not only understand it, but be able to clearly explain it to others. Bring your questions!
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| 1:15 p.m. - 1:55 p.m. - Demo |
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Featuring: Tucker Cottingham, Co-Founder & CEO, Lawyaw
Take a closer look at how web-based document automation solutions can improve your operations by saving you time on routine drafting and formatting while improving profitability. Lawyaw's CEO and Founder, Tucker Cottingham, will discuss some of the new features recently launched in the platform (including a free app for users), and offer a sneak peek at some of the exciting features they'll introduce later this year, including a new solution for remote intake and information gathering.
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| 2:00 p.m. - 3:00 p.m. - Concurrent Sessions |
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Featuring: Alicia Aquino, Aquino Trial Services (SDCBA Member)
Have you heard of Canva? If not, you are in for a big treat! Canva is a popular, easy-to-use graphic design tool you can use as a mobile app or on the desktop. It uses a drag-and-drop format and provides access to photographs, images, graphics, fonts, thousands of templates, and so much more. You don't have to be a professional designer to create powerful graphics that can be used for social media, for your website, and even for printed collateral. Our member-presenter, Alicia Aquino, will share helpful tips on maximizing Canva to improve your communications for your practice, volunteer organization, or next SDCBA Event.
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The practice of law is more challenging today than it’s ever been. Deadlines, staffing issues, demanding clients, phone calls, emails, texts, AND trying to do it all in safe, responsible remote work environment. Taking this time to learn about simple changes you can make to your daily routine will help you increase your productivity, decrease your stress, work with your colleagues better, and deliver superlative service to your clients. In this fun and fast-paced session, Nora Riva Bergman, attorney coach and author of 50 Lessons for Lawyers, will help you shed your unproductive ways and make 2021 your best year yet.
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| 3:10 p.m. - 4:10 p.m. - Concurrent Sessions |
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Audiograms are based on short audio files that have been converted into a video file. They are created by pairing together a section of audio from a webinar, seminar, meeting, or even a podcast, with an image. When the viewer taps to play the file, they hear the audio snippet and often see a waveform moving in tune with the audio — which can be placed over a relevant image (be sure to catch the Canva session before this one to bring it all together). While you could make an audiogram on your own with video editing software (seems hard, right!?), there are many audiogram-specific apps that makes it MUCH easier to create these eye-catching communications tools. For this session, Adriana Linares will show us how she makes audiograms for the SDCBA's podcast using a tool called Headliner.
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Many lawyers launch their practices without formal training in bookkeeping, finance, or accounting. Meanwhile, many (administrative) malpractice claims are filed because of monetary errors. In this new world of changes and uncertainty, it’s more important than ever that your firm practices smart financial strategies, and keeps that cash flowin', capital running, and risks mitigated. This session will include the following topics to help you better understand your firm’s financial health as you prepare for a strong 2021.
• Overview of key financial reports you should be looking at every month
• How to set up a meaningful profit and loss report
• Tracking income and expenses
• Capturing matter expenses
• Why did you need to look at your balance sheet?
• Trust 3-way match reports
• Key numbers: what they are and how to use them
• Identifying your weak areas
• Collections
• Getting work done (your WIP/inventory)
• Invoicing
• Using retainers effectively
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| 4:10 p.m. - 5:00 p.m. - REMO NETWORKING SESSION |
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| WEDNESDAY FEBRUARY 24 |
| 11:45 a.m. - Welcome and Announcements |
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| 12:00 p.m. - 1:00 p.m. |
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The Japanese concept of ikigai helps us as individuals identify our true purpose in life — finding the intersection of what you love, what you're great at, what the world needs, and what you can get paid to do — all at the same time! But can you apply that same concept to finding your law firm's true purpose, and use that to craft a brand that truly stands out and attracts customers? LET'S FIND OUT!
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| 1:15 p.m. - 1:55 p.m. - Demos |
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Featuring: Kristin Tyler, Co-Founder, LAWCLERK
Join LAWCLERK's co-founder Kristin Tyler for an introductory session on how to use LAWCLERK's powerful network of freelance lawyers! Where do you get started? How does it work? What can you outsource? Get the 411 here!
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Featuring: Owen McGab Enaohwo, CEO and Co-Founder, SweetProcess
SweetProcess is an easy-to-use and intuitive business process management software founded in 2013 that makes it possible for company executives and their employees to collaborate together to quickly document standard operating procedures, processes, and policies.
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| 2:00 p.m. - 3:00 p.m. - Concurrent Sessions |
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Mobile phones are key to our modern ways of working, which are increasingly flexible, mobile and remote. During this session we will discuss best practices for adjusting settings and securing your Android device, as well as share some favorite apps to manage time, increase productivity and securely communicate with clients and colleagues. This session is intended for ANDROID users.
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Mobile devices are key to our modern ways of working, which demand remote access to our documents and information from wherever we are! During this session you’ll learn the best practices for how to set up your iOS devices to securely access the information you need. You’ll also learn about the best apps available to manage time, be more productive, and securely communicate with clients and colleagues. This session is geared toward iPhone and iPad users.
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| 3:10 p.m. - 4:10 p.m. |
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What technology does a modern law firm need to practice successfully and securely amidst these changing times and the challenges they may bring? Attend this session to learn what new tools you may want to add to your tech toolbox that can help with communications and practice management. We will also talk about how to better use resources you may already have to deliver quality legal services to clients.
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