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2017 Solo and Small Firm Conference
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Pending approval in Kansas and Missouri.

 Export to Your Calendar 5/26/2017 to 5/27/2017
When: Friday, May 26 and Saturday, May 27
Where: Map this event »
DoubleTree by Hilton
200 McDonald Drive
Lawrence, Kansas  66044
United States
Contact: Leslie Daugharthy

Online registration is available until: 5/25/2017
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Pending CLE approval in Kansas and Missouri.


2017 Solo and Small Firm Conference
May 26 & 27, 2017


Featured Presenter:



Using a strong blend of technology, marketing, consulting, and management experience gained from his eighteen years in the business world, Mark leads the GNGF team to deliver targeted and efficient results with high-touch service. Mark gained indepth business technology expertise at IBM and online marketing experience as a cofounder of the marketing technology leader eshots, inc. He also has experience in the legal industry from his years in Product Marketing for iManage (now HP Autonomy). Mark has delivered presentations to business owners of all kinds, from small business owners to executive partners of Fortune 500 companies. When not managing the day to day operations at GNGF, Mark can usually be found coaching little league or trying
to brew up another batch of craft beer.


Friday, May 26 Schedule:
(schedule will be updated as information becomes available)

8:00 AM ●  Continental Breakfast and Registration

9:00 AM ●  Ethics of Data Security
Mark Homer, GNGF, Cincinnati, Ohio
Following this CLE course, lawyers will understand the various technologies available to them to help improve how they deliver legal services, from time and billing to making filing dates and everything in between. We will walk through various hardware and software options available to the legal community. With all these types of activities, there is also a need to address the ethical implications and responsibilities for using such tools to provide legal services.

Focus Area #1: Tools for Time Management, Case Management, and eSigning
Focus Area #2: Moving to the Cloud: Ethics and Tips
Focus Area #3: From Start to Finish: Intake Process, Client Confidentiality, Follow-up
Focus Area #4: Going Paperless Does Not Mean No Paper

9:50 AM ●  Break

10:00 AM ●  Breakout Sessions
1) Avoiding Tax Traps in Settlements and Awards
Susan Berson, Berson Law Group LLP, Overland Park, KS
From wrongful death to securities fraud, personal injury, and employment discrimination lawsuits, a lawyer’s big win or settlement for a client brings tax questions about the payout consequences. This presentation will cover what a non-tax lawyer needs to know about how settlement and damage awards are taxed. Because the lens of the Internal Revenue Code may scrutinize both the payor and payee when analyzing tax consequences of a payout for a settlement or damage award, this presentation is intended for both plaintiff and defense counsel. Tips for pre-screening client matters to determine whether opportunities exist to minimize the tax hit on a recovery or payout will be addressed during the presentation.  Situations where knowledge of the taxation consequences may help bridge the settlement gap between otherwise robust litigants to achieve a settlement in mediation will also be discussed. Finally, helpful information about how the IRS audit procedures approach settlements and awards will be covered.

2) HR 101 for the Solo and Small Practice
John Dietrick, Creative Business Solutions, Topeka, KS
There are many legal issues facing attorneys in solo and small firm practices other than the practice of law. This program will address Human Resources (HR) issues which lawyers inevitably face when starting or growing their practices- HR compliance; HR documentation; applicable federal and state laws; employee handbooks and the NLRA; background checks;social media; on-boarding and terminating- this program will offer practical advice to help attorneys focus on what they do best-the practice of law. 

10:50 AM ● Break

11:10 AM ● Breakout Sessions

1) Tips and Tricks for Casemaker
Sara Rust-Martin, Kansas Bar Association, Topeka, KS

2)  Fee Agreements
Kimberly "Kim" Knoll, Office of the Disciplinary Administrator, Topeka, KS
This CLE presentation will address the attorney fee basics, as provided for under Kansas Rule of Professional Conduct 1.5; refunds to third party payors; and recent legal authority addressing flat fees in Kansas.


12:00  PM ●  Lunch Provided

1:00 PM  Most Common Ethics Mistakes Lawyers Make When Marketing Their Practice (100 minutes)
Mark Homer, GNGF, Cincinnati, Ohio
The year 2017  is here, and many things have changed with concerns to your online presence. We will walk you through the ethics of establishing a successful online marketing presence and show you how to utilize Avvo, Google, social media, and other tools that can boost your firm’s online prowess without violating your state’s professional rules of conduct.

Focus Area #1: Ethically and Properly Establishing Your Website
Focus Area #2: Ethical Issues Surrounding Reviews and Solicitation
Focus Area #3: Online Directory Listings and the Ethics of Claiming a Listing
Focus Area #4: Content and Comparative Speech
Focus Area #5: Ethical Issues Surrounding Posting on Social Media
Focus Area #6: Blogging: What You Can and Can’t Do, Including Client Confidentiality & Disclaimer Violations

This CLE delivers a lot of educational content that law firms need to navigate their online presence ethically. Once the CLE is complete, you will understand the best practices for ethically using the Internet, as well as how to avoid the traps of self-reviewing, improperly commenting on blogs, and misrepresenting your services online.

2:40 PM   Break/Exhibit Hall

3:00 PM  ● Legislative Update
Joseph " Joe" Molina, III, Kansas Bar Association, Topeka, KS
This course will provide attendees with an up-to-date list of all legislative proposals that affect the practice of law in Kansas.  The update will briefly explain pending legislation, provide background information pertaining to the interest  group involved in the legislation and a provide the current status of each proposal. Attendees can expect to learn more about the legislative process and as well as how to contact their representative.

3:50 PM ●  Break

4:00 PM ●  How to Advise Clients, Manage Judicial Holds and Discovery with Social Media 
Mark Homer, GNGF, Cincinnati, Ohio
This course outlines how to properly advise your clients about the risks and liabilities when they use social media networks. We will also discuss using social media as evidence and understanding judicial holds. To date 25 states have adopted a version of the ABA Model Rule 1.1: Competence comment [8] that includes the word “technology”. It is clear that it won’t be long before lawyers are required to understand the basics of how social media platforms functions. In reality, if you want to effectively advise your clients on the impact of their behavior, you need to have a clear understanding of how social media platforms work. If you are going to trial, you may need to be able to communicate about

various social platforms.

Focus Area #1: How People Use Social Media in Their Daily Lives
Focus Area #2: Facebook, Twitter, Instagram, Pinterest, and More
Focus Area #3: Judicial Holds and Deleting Social Media Information
Focus Area #4: Discovering Issues Around Social Media
Focus Area #5: : When Is Something Public and When Is It Private?

After this course, you will be able to guide your clients more effectively, communicate clearly regarding issues surrounding publishing on social networks and know which possible areas should be avoided for ethical reasons. From the client to the courtroom, this course covers it all.

4:50 PM ●  Break

5:00 PM ●  Breakout Sessions

1) Voir Dire

Joseph "Joe" Huerter, Tenopir & Huerter, Topeka, KS

2) Recognizing When Too Much is Too Much in Family Law
Steven Henry, The Henry Law Firm, Overland Park, KS
Ashlyn Yarnell, Ronald W. Nelson P.A., Overland Park, KS

5:55 PM   Day One Adjourns


6:00 PM   Reception

Saturday, May 27 Schedule:

8:00 AM ●  Sunrise Breakfast

9:00 AM ●  50 Tips in 50 Minutes
Angel Zimmerman, Zimmerman & Zimmerman PA, Topeka, KS
Larry Zimmerman, Zimmerman & Zimmerman PA, Topeka, KS

9:50 AM ●  Break

10:00 AM ●  E-filing and the Paperless Office

Angela Meyer, Meyer Law Firm, Pittsburg, KS

10:50 AM ●  Break

11:00 AM ●  Ethics Topic
Anne McDonald, Kansas Lawyers Assistance Program, Topeka, KS

11:50 AM ●  Break

12:00 PM ●  Representation Contracts
Danielle Hall, Office of the Disciplinary Administrator, Topeka, KS

12:50 PM ●  Conference Adjourns.  Lunch is provided


Hotel Reservations:

A room block is available at the DoubleTree by Hilton in Lawrence for  Wednesday, May 25 thru Saturday, May 27. Please call the DoubleTree at (785) 841-7077 and reference the Kansas Bar Association or to reserve a room online click here: The room rate of $119 plus tax will be available until Thursday, May 4.







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