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2020 Solo & Small Firm Conference

Total Credits: 21.3 MCLE, 9.4 Ethics, 4.6 Elimination of Bias

Practice Area:
Business & Corporate |  Ethics |  Family |  GAL |  General Practice |  Juvenile |  Practice Management / Technology |  Real Property |  Trusts, Estate Planning & Probate
Access for 1 year(s) after program date.



Learn, Connect, and Get Inspired!
25th Annual MOSOLO Small Firm Conference!
Virtual Conference | August 19-21, 2020

Learn, connect, and get inspired . . . from anywhere! The 25th MOSOLO Small Firm Conference is coming to YOU! Attend this year from the comfort of your office or home. Quality CLE programing delivered by our knowledgeable faculty of attorneys, judges, and industry experts.

Satisfy ALL your MCLE requirements! What you can expect:

  • 21.3 Online Live MCLE | Including Ethics and Elimination of Bias 
  • 60+ engaging breakout and plenary sessions, including CLE@Sunrise 
  • National speakers on technology and contracts
  • Starting a Practice Boot Camp and Advanced GAL certificate training
  • Access to all recorded programs and materials for self-study
  • Sessions on family law, insurance, consumer law, ADR, practice management, litigation, estate planning, guardianships, immigration, traffic tickets, DWIs, landlord/tenant, and MORE!

Garnett Matthews-Campbell
Director of Membership Services & CLE
The Missouri Bar

Karolin S. Walker
Chair, Missouri Solo and Small Firm Committee
The Walker Law Firm LLC

Schedule at a Glance

WED | AUG 19

The Bar Plan Risk Management Program | 8:00 - 9:50 AM
(CLICK HERE TO REGISTER | $75. Conference registration required.)


BREAKOUT SESSION 1 | 10:00 - 10:50 AM

  • Advanced GAL: Practice for GALs & Parents' Attorneys in Juvenile Court
  • Estate Planning for Guardianships, Conservatorships & Special Needs Trusts
  • How to Interject Reasonable Doubt Into Your Criminal Case
  • Arbitration Laws, Clauses, & Hearing Fundamentals
  • Maximize Your Client's Un/Underinsured Motorist Claim in a Pandemic
  • How to Make Your Paralegal an Indispensable & Valuable Member of Your Team

BREAKOUT SESSION 2 | 11:05 - 11:55 AM

  • Advanced GAL: Reports - Written, Verbal or Both? How to Convey Your Findings to the Court
  • Boot Camp: Setting up a Solo or Small Firm Practice
  • Mom is Going into a Nursing Home - Tomorrow! An Introduction to Medicaid Crisis Planning for Nursing Home Benefits
  • Insurance Bad Faith: An Overview for the Solo & Small Firm Lawyer
  • So You Want to Sue/Represent the City? The Sovereign & Official Immunity Doctrines in Missouri
  • Current Trends in Legal Ethics: A Conversation with the Chief Disciplinary Counsel

LUNCH | 11:55 AM – 1:15 PM

LUNCH & LEARN | 12:10 - 1:00 PM

Malpractice Insurance: What You Need to Know

PLENARY | 1:15 - 3:05 PM

Part 1: Living Through "Living Undocumented": How Our Small Immigration Firm Navigated a Documentary
Part 2: Hot Topics in Immigration Law Q & A

BREAKOUT SESSION 3 | 2:30 - 3:20 PM

  • Advanced GAL: Teens and GALs - How to Navigate Teens' Wishes v. Their Best Interests
  • Boot Camp: Getting Clients
  • Ethical & Legal Responsibilities with Medical Records Procurement & Use
  • Sentences: Sense & Sensibility
  • International Issues in Hometown Litigation: Service Abroad & Foreign Evidence Taking

BREAKOUT SESSION 4 | 3:35 - 4:25 PM

  • Advanced GAL: Home Visits - When to Do Them & What to Look For
  • Boot Camp: Keeping Clients
  • Negative Online Reviews: Don't Ignore the Elephant
  • From Intake to Trial: Fundamentals of a Will & Trust Contest
  • How to Draft a Rock Solid Indemnification
  • Valuing a Civil Case for Mediation
  • Give Me Your Tired, Your Poor, Your Huddled Masses Yearning to Parent: Implicit Bias in Abuse & Neglect Cases

Virtual Networking Reception | 5:00 PM



THU | AUG 20

CLE@Sunrise | 7:00 - 8:00 AM

Topics include:

  • Direct Examination of Expert Witness
  • What to Look for in a Possible Nursing Home Case
  • Learning to Trust Your Accountant: 5 Tips for Worry Free IOLTA Accounting
  • 5 Tips to Successfully Delegate & Get More Done
  • Practicing from a Home Office
  • Offline Marketing Tactics

BREAKOUT SESSION 5 | 8:25 - 9:35 AM

  • Boot Camp: Charging, Collecting & Managing Money
  • Digital Detox
  • Three Things You Probably Don't Know About Contract Drafting, but Should
  • Ricki, Please Lose My Number: Using TCPA & FDCPA to Fight Annoying Robocalls & Text Messages
  • How Not to be in the News: Practical Considerations for E-Discovery, Cyber-Security, & Data Privacy
  • I Wish I Would Have Planned for This: The Ethics of Planning for Disasters Large & Small

BREAKOUT SESSION 6 | 9:50 - 11:00 AM

  • Trial Presentation Technology
  • Pardon, Your Slip is Showing
  • Workers' Compensation General
  • Best Discovery Practices in Family Law
  • 5 Reasons Lawyers Make Bad Business Owners & How Technology Can Help You Be Better

LUNCH | 11:00 AM – 12:20 PM

LUNCH & LEARN | 11:15 AM - 12:05 PM

  • Automating Your Law Firm
  • Dangers of Social Media in Litigation

BREAKOUT SESSION 7 | 12:20 - 1:30 PM

  • How to Manage your Workload & Get Organized: Essentials of Email & Task Management
  • 5 Things You Should Know about Allocating Risk in a Contract
  • Maximizing the Value of Mild Traumatic Brain Injury Cases
  • Nuts & Bolts of Eviction & Missouri Landlord-Tenant Practice
  • Fastcase Training - Basic

BREAKOUT SESSION 8 | 1:45 - 2:55 PM

  • Fight the Paper! Steps to Reduce Paper & Get Your Electronic Files Organized
  • Rethinking Diversity: Knowledge, Challenges & Ethical Dilemmas
  • Juvenile Law 101
  • Forms & Formalities: What You Need to Know About Living Wills, Trusts, & DPOAs
  • Prepare to Win: Practical Tips & Strategies for Preparing a Client to Survive Even the Toughest Deposition
  • Fastcase Training - Advanced

BREAKOUT SESSION 9 | 3:10 - 4:20 PM

  • The ABC's of DWI
  • 50 Legal Tech Tips, Gadgets, Apps & Websites in 70 Minutes
  • Far & Away: Addressing Issues of Children of Illegal & Legal Immigrant Parents
  • Defense Perspectives: Strategies for Successfully Handling & Valuing a Civil Case
  • Business Valuations 101: Beyond Your Neighborhood CPA

TRIVIA | 4:30 PM | Sponsored by The Bar Plan


FRI | AUG 21

CLE@Sunrise | 7:00 - 8:00 AM

Topics include:

  • The Oxymoron of Time Management
  • Traffic Tickets
  • Least Restrictive Alternatives: What are They & Where Do I Find Them
  • The Ethics of Solicitation
  • Legal Blogging 101: How to Attract Clients & Thrive
  • The 3C's of Effective Communication

BREAKOUT SESSION 10 | 8:25 - 9:35 AM

  • Lemon-Aid: How State & Federal Laws Protect Missouri Consumers
  • Dump Overwhelm . . . and Give Yourself a Raise
  • Heavy Apps
  • The Basics of Employee Whisteblower Claims
  • Judicial Panel: Problems & Solutions for Non-Compliance with Custody Orders

BREAKOUT SESSION 11 | 9:50 - 11:00 AM

  • Ethics in the Movies: The Sequel
  • Warren Buffett's Rules on Running Your Law Firm
  • 20 Family Forms in 70 Minutes

CLOSING PLENARY | 11:15 AM - 12:15 PM

The ABC's of Storytelling & Legal Writing

The Bar Plan Risk Management Program

This program will consist of a ten question “Quiz” testing your knowledge of recent malpractice and ethics issues. Law firm risk management processes applying common business risk analysis tools will also be discussed.

Speaker: Chris StiegemeyerThe Bar Plan Mutual Insurance Company, St. Louis

Cancellation Policy


  •  All cancellation and refund requests must be in writing to
  •  A FULL REFUND of the registration fee will be issued if we receive your written cancellation by August 11, 2020. You will not have access to electronic course materials.
  •  NO REFUND of the registration fee will be issued if we receive your written cancellation after August 11, 2020.  You will have access to electronic course materials.



Thank you to our generous scholarship sponsors.

Application Deadline | July 1, 2020
Recipient Notification | July 17, 2020
***Unless otherwise noted


  • Covers registration fee for the 2020 MOSOLO Small Firm Conference
  • Applicant requirements:
    • Solo or small firm practitioner.
    • Open to new and past attendees.
  • Applicants must demonstrate financial need


Provided by The Association for Women Lawyers of Greater Kansas City Foundation


DEADLINE: 45 days before the date of the first day of the event

Provided through the Clay County Bar Foundation

  • Covers registration fee for the 2020 MOSOLO Small Firm Conference
  • Applicant Requirements: Applicant must practice in the Kansas City area

Douglass F. Noland
Noland Law Firm, LLC
34 Westwoods Drive
Liberty, Missouri 64068
816-781-5055 / fax 816-781-5216

Essay contest sponsored by the Law Office of Mike Campbell, LLC.

  • Covers registration fee for the 2020 MOSOLO Small Firm Conference
  • Applicant Requirements:
    • Attorney in good standing with The Missouri Bar
    • Law practice of three or less practicing attorneys
    • Applicants must submit an essay on the following topic: What advice would you give to a law student thinking about starting his/her own law firm?



Limited funds are available through the MoBarCLE Programs Department for those in need of financial assistance to attend the MOSOLO Small Firm Conference. If you are not able to attend without a registration fee waiver or a reduced registration fee, you may submit a completed application.


DEADLINE: July 1, 2020

Exhibitors & Sponsors

The Bar Plan
Missouri Bar Member Benefit Provider

Contact: Mark Bockius
Phone: 314-288-1050
Twitter: @TheBarPlan
About: The Bar Plan has protected Missouri lawyers with malpractice insurance longer than any competing carrier. We also offer court bonds, life insurance, workers’ comp and a business office package. The Bar Plan Foundation provides Risk Management CLE options. To find out how we help lawyers build better practices, visit

Missouri Bar Member Benefit Provider

Contact: Rio Peterson
Phone: 604-332-3528
Twitter: @goclio
About: Clio is the world’s leading cloud-based technology platform that prides itself in simplifying operations, growing businesses, and allowing legal professionals like you to work remotely from anywhere. Let Clio focus on the business side of running your firm while you spend more time doing what you do best — practicing law. Learn more at

Missouri Bar Member Benefit Provider

Contact: LawPay
Phone: 866-376-0950
Twitter: @lawpay
About: LawPay was developed specifically for legal professionals, providing a simple, secure way to accept credit, debit, and eCheck payments online. Additionally, LawPay’s technology ensures compliance with ABA and IOLTA guidelines. LawPay is a proud member benefit of the Missouri Bar and trusted by more than 135,000 lawyers.


Monsees & Mayer, P.C.
Contact: Timothy Monsees
Phone: 816-361-5555
Twitter: @MonseesMayer
About: At Monsees & Mayer, P.C. we believe in building great relationships. We have a long history of partnering with other law firms.  Our plaintiff personal injury law firm is known around the region for our representation of clients in sexual abuse, wrongful death, and hunting accident claims.


The Missouri Bar Private Insurance Exchange
Missouri Bar Member Benefit Provider
Contact: Courtney Trefry
Phone: 904-861-3242
About: With options for both individuals and employer groups, The Missouri Bar Private Insurance Exchange offers a wide range of insurance choices from leading providers – and licensed benefit counselors to help you navigate them. The exchange is available to members of The Missouri Bar, as well as their staff and dependents.

ARAG Legal
Contact: Jackie Brus
Phone: 800-888-4184
Twitter: @ARAGlegal
About: ARAG® partners with attorneys to provide people affordable, professional legal help. Attorneys can join the ARAG network for no fee and start growing their practice with ARAG clients who want help with various legal issues throughout their lives, ranging from writing a will to dealing with bankruptcy or divorce.

Boyd Kenter Thomas & Parrish
Contact: Josh Sanders
Phone: 816-471-4511
About: Since 1983, Boyd Kenter Thomas & Parrish has specialized in workers’ compensation, labor law and personal injury. The firm has grown to 13 attorneys with offices in Missouri and Kansas and has advanced experience in civil litigation, products liability, insurance and consumer rights as well as other complex trial and general civil case services. Partners include John Boyd, J.R. Boyd, Jerry Kenter, Brianne Thomas, Mark Parrish, Josh Sanders, Jason Iezzi and Ray Salva.

REJIS - MoBar Net
Missouri Bar Member Benefit Provider

Contact: Lindsey Colombo
Phone: 314-535-7129
About: MoBar Net was developed through a partnership with REJIS for Missouri attorneys and offers online access to Missouri DOR records, municipal courts, warrant and arrest information in the St. Louis and Kansas City areas. Other available requests include out-of-state driver and criminal history, death file and locator searches.

ABA Retirement Funds Program
Contact: Shawn Fritschy
Phone: 800-826-8901
Twitter: @ABARetirement
About: The ABA Retirement Funds Program offers a different kind of retirement plan; built by lawyers, powered by pros.  We innovate with a purpose, helping plan participants save more and worry less.  Our unique culture is dedicated to helping secure financial futures for the legal community.  

Cosgrove Law Group, LLC
Contact: Sheila Carroll
Phone: 314-563-2490
Twitter: @CosLawGroup
About: Cosgrove Law Group, LLC regularly handles investigations, trials, arbitrations, and administrative and regulatory proceedings involving Securities/Financial Industry, Business Litigation, Government Enforcement Defense, Compliance and Regulatory Affairs, White Collar Crime, and Wills and Trusts. We welcome the opportunity to co-counsel with other attorneys.

Law as a Business
Contact: Lori Pulvermacher
Phone: 608-370-5602
About: Law as a Business (LAB) is dedicated to helping practitioners and firms run efficient, profitable law firms through creative solutions. From website creation to graphic design to business consulting, we take time to understand our clients' goals and partner with them to create an effective strategy.

Missouri Bar Member Benefit Provider

Contact: Mike Graner
Phone: 702-848-2482
Twitter: @lawclerklegal
About: LAWCLERK is where attorneys go to hire freelance lawyers. We have a nationwide network of freelance lawyers that you can hire on a per project basis. Sign-up is free and there are no monthly fees. Only pay the flat fee price you set when you post work.

Legal Billing Services, LLC
Contact: Linda Marine
Phone: 913-314-4543
About: Attorney work is critical but it's what comes after the work that keeps you afloat. Legal billing is a tedious task and often a sore subject but without it, you could be sunk. Get paid for your hard work. Timely billing is key to creating steady cash flow and increasing income. Let us do the work.

Smith AI
Missouri Bar Member Benefit Provider

Contact: Alana Murray
Phone: 650-727-6484
Twitter: @smithdotai
About: is a 24/7 superior virtual receptionist and intake service for phone calls and website chat. We specialize in capturing leads and converting new potential clients for law firms. Our professionals answer calls and chats; screen and intake clients; schedule appointments; take payment for consultations; and collect on late invoices. With 30+ software integrations, including Clio, LawPay, and Calendly.

Tabs3 Software
Missouri Bar Member Benefit Provider

Contact: Sales
Phone: 402-423-1440
Twitter: @Tabs3Software
About: Tabs3 is the most award-winning legal time and billing software in the nation. For over 40 years, Tabs3 Software has provided billing, accounting, and practice management solutions. Our cloud product, CosmoLex, is a completely integrated billing, accounting, and practice management system. For more information, visit or

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