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Bar Association of San Francisco Events Calendar

The BASF Solo and Small Firm Section and the Barristers Solo and Small Firm Section present
Solo & Small Firm Annual Conference

February 9, 2017: 11:00 am - 4:30 pm
MCLE Credits - 3 H, MCLE Registration: 11:30 a.m. - 12:00 p.m.
Lunch will be provided. Reception to Follow.
Past Event:
This information is about a past event.
View current Events Calendar

12:00 - 1:15 pm
Luncheon Keynote

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Adriana Linares
Legal technology consultant
LawTech Partners Chair, ABA Techshow 2017

* How to prevent clerical errors and administrative failures using matter management and trust accounting
* Using calendaring software to prevent missed deadlines, missed filing dates and failure to react to calendar (including automated court rule calculations)
* How an integrated document management system can prevent lost, misplaced or misfiled documents
* Performing effective conflict of interest searches

1:30 - 2:30 pm
Law Firm Startup 101: How to Hang Up Your Own Shingle
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Doug Bend, Bend Law Group
Krista Mitzel, The Mitzel Group
Mark Punzalan, Punzalan Law, P.C.
* Office management issues such as accounting, office space, billing software, employees, and collections
* Practice of Law issues, including client acceptance, choosing your practice areas, representation agreement

1:30 - 2:30 pm
E-Discovery Issues for the Solo and Small Firm Attorney

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Jon Kerry-Tyerman, Everlaw
Dean Vanech, Podo Legal
Chris Rauen, Logikcull
Mark Fowler, Ldiscovery
Ben Rose, Carden Rose
Leveling the playing field with big firms with E-discovery technology
* Predictive coding for smaller cases
* Evaluating E-discovery issues up-front
* Big discovery challenge

3:00 - 4:00 pm
Substance Abuse in the Legal Profession: Prevention, Detection, and Treatment

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David Mann, The Other Bar
* The brain chemistry of addiction and alcoholism
* Behavioral and health consequences of the disease
* Insights into the personality traits of attorneys and the qualities of the legal profession that combine to make lawyers significantly more susceptible to addiction and more difficult to treat, than the general population
* Systemic and individual solutions to the problem, with references to specific strategies and resources available to attorneys

3:00 - 4:00 pm
Top Ten Things You Should Know About Employee Benefits Law

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Kirsten Scott, Renaker Hasselman Scott
Jim Keenley, Bolt Keenley Kim
Grant Ingram, Rimac Martin
The basics of employee benefit law, including what is ERISA, who and what it applies to, and what kind of claims are available
* Important employee benefits concepts, including vested v. unvested right to benefits, beneficiary designations, and fiduciary duties owed to participants
* How ERISA intersects with and implicates other areas of the law
* What it means for a personal injury award to be subject to ERISA subrogation
* ERISA implications of investing employee benefit plan

Closing Remarks

The Honorable Daniel Flores
San Francisco Superior Court
Prior to his election to the bench in January 2015, Judge Flores was a sole practitioner. He will share his experiences and challenges prior to taking the bench and from the bench.


BASF Conference Center
301 Battery Street
3rd Floor
San Francisco, CA 94111


Registration & Vendor Exhibits: 11:30 a.m. - 12:00 p.m.
Luncheon & Program: 12:00 - 4:30 p.m.


BASF Student MemberComplimentary
Section Member$95.00
BASF Member$125.00

Note: All prices increase by $10.00 on the day of the program.

Event Code: G172802

Questions about our seminars and the registration process?

Past Event:
This information is about a past event.
View current Events Calendar
Fax or Mail your registration: Registration Form ( PDF)

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