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Law Practice Boot Camp CLE
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This CLE will focus on the basics of setting up and maintaining a law practice from entity selection, technology management, and the business of law. This CLE is designed to be a refresher for those who want to see current best practices as well as attorneys looking to form their own firm.

10/19/2020 to 10/20/2020
When: October 19 - October 20
9:00am
Where: Zoom
United States
Contact: Sam Alpert
406 447 2213


Online registration is closed.
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Credits - 12, including 2 Ethics credits

Cost - $199

Agenda

October 19 

9:00am - 10:30am - The Business of Law Practice: Finances, Legal Services Delivery Options, Limited Scope Representation, Setting Prices, Trust Account Management
Panelists: Bruce Spencer, Laura Christoffersen, Joel Krautter

10:30am - 11:00am - Break

11:00am - 1:00pm - Introduction to Small Business Development Centers: SBDC Resources and Local Contacts, Business Plan Development, Marketing and Branding, Understanding Your Business Financials, Accounting Basics, Selecting Basic Software, Financing your Business and Lines of Credit
Panelist: Ryan Loomis

1:00pm - 3:00pm - Break

3:00pm - 4:30pm - Entity Selection, Formation, and Tax Planning
Panelists - Will McCarthy, Martin Rogers, Pat Boyle, 

October 20

9:00am - 10:30am - Selecting Your Law Practice Technology, Data Security, Storage and Recovery
Panelist - Sam Alpert 

10:30am - 11:00am - Break

11:00am - 12:30pm - Risk Management and Liability Insurance
Panelist - Mark Bassingthwaighte 

12:30pm - 1:00pm Break - 30 Minutes

1:00pm - 2:30pm -Trust Account Maintenance and Common Ethics Mistakes
Panelist - Pam Bucy

2:30pm - 3:00pm - Break 

3:00pm-5:00pm - Starting a Law Firm Panel Discussion
Panelists - Jennifer Williams, Matt Thiel, Abby Brown, Jessica Wiles

Speakers - 

  • Bruce Spencer, Law Offices of Bruce Spencer
  • Laura Christoffersen, Christoffersen & Knierim, P.C.
  • Joel Karutter, Netzer Law Office
  • Ryan Loomis, Helena Regional Director of the Montana Small Business Development Center
  • Will McCarthy, Worden Thane
  • Martin Rogers, Worden Thane
  • Pat Boyle, Boyle, Deveny & Meyer
  • Sam Alpert, Director of IT at the State Bar of Montana
  • Mark Bassingthwaighte, Risk Manager at ALPS Insurance
  • Pam Bucy, Chief Discipline Counsel, Montana Office of Disciplinary Counsel
  • Jennifer Williams, Law Office of Jennifer A. Williams, PLLC
  • Matt Thiel, Thiel Law Office, PLLC
  • Abby Brown, MT Water Law
  • Jessica Wiles, Wiles Law Office, PLLC