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Set Up or Shore Up Shop CLE
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Set Up or Shore Up Shop CLE

Whether you are legal staff, a new attorney, an attorney opening a new practice, or wanting to update your current office practice, learn how to start, maintain, and protect your practice with specific and practical advice from a panel of experienced bankers, accountants, lawyers, and other professionals.

When: October 26, 2016
8am - 4:30pm
Where: Great Northern Hotel
835 Great Northern Blvd.
Helena, Montana  59601
United States
Contact: Meagan Caprara
(406) 447-2206

Online registration is closed.
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Set Up or Shore Up Shop CLE

 -Approved for 6.25 including (1.25 Ethics) Montana CLE Credits. 

Who are the speakers?


· Peter Arant, Esq. Missoula

· Michele Bazzanella, CPA, Wipfli LLP, Helena

· Stacy Collette, Element 8, Helena

· Elizabeth Kaleva, Esq. Missoula

· Janeth Martin, VP Operations Manager, Valley Bank, Helena

· William McCarthy, Esq. Worden Thane, P.C., Missoula

· Brandon Orr, Regional Director, Helena Small Business Development Center,

· Nick Prinzing, Employee Benefits Advisor, Leavitt Group, Great Falls

· Luke Soper, Sr. Vice President Business Banking Manager, Valley Bank, Helena


· Sara Sexe, Esq.  City Attorney, Great Falls

· Chris Manos, Esq. Executive Director, State Bar of Montana, Helena




Registration (Continental Breakfast included)


Welcoming remarks

Sara Sexe & Chris Manos


How to Get Started: Write a Business Plan, Start-Up Costs, Type of Legal Entity to Select and Why

Will McCarthy, Stacy Collette, Michele Bazzanella, and Luke Soper


How to Run: Types of Business Accounts and Why, Practice Management, HR, and Staff

Elizabeth Kaleva, Will McCarthy, Stacy Collette, and Janeth Martin




How to Run Part 2: Practice management, Online Banking, & Technology—Trends and How to Use

Peter Arant & Janeth Martin

12:00 Lunch Provided



How to Protect Your Office: Insurance—

Property, Liability, Disability, Cybersecurity
Nick Prizing, Peter Arant




Best Practices: Legal, Banking, Accounting,

Business Planning

Elizabeth Kaleva, Will McCarthy,

Michele Bazzanella, and Brandon Orr


Avoiding Pitfalls & Closing Comments from


Janeth Martin & Faculty

Registration and Pricing

PRICE A       for attorneys practicing five years or more

PRICE B       for attorneys practicing under five years and all

                    other non-attorney registrants.

PRICE C       for all law office support staff, and members of the

                    Paralegal Section


                                         Price A             Price B           Price C

Paid before October 5:          $275                $225              $50

Paid after October 5:             $300                $250              $75

REFUND POLICY: Refunds are 75% if cancellation is 7 days or more before the seminar. Refunds are 50% if cancellation is less than 7 days. No refunds for cancellations on or after the date of the seminar. Cancellations or substitutions may be made in writing or by calling 406-447-2206.