Total Credits: 20.5 MCLE, 11.0 Ethics, 3.5 Elimination of Bias
26th Annual Solo & Small Firm Conference!
Virtual Conference | June 9-11, 2021
One Great Conference . . . All Your MCLE Needs!
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
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2021 Solo and Small Firm - All Materials
(104.6 MB)
This is a zipped file containing the materials for all sessions. Please note that as materials are submitted or modified by presenters this file will be updated. |
Available after Purchase | ||
| 2021 Solo & Small Firm MCLE Form (1.9 MB) | Available after Purchase |
Scotty Allen is General Counsel for the Missouri Veterans Commission in Jefferson City. He also served in the Army and the Air Force on active duty, the reserves and national guard for 27 years. He is a graduate of Southwest Missouri State University and the Washington University School of Law.
Christine A. Alsop, owner of The Elder and Disability Law Firm of Christine A. Alsop, LLC has extensive elder law experience as well as significant litigation and advocacy experience. She graduated from Valparaiso University School of Law, where she was honored for her outstanding work in trial advocacy. She has provided advice for both institutional and individual fiduciaries. She regularly represents fiduciaries and family members in contested probate, trust and guardianship matters as well as fiduciary litigation. She is also experienced in helping families with long term care issues, including Medicaid, Veteran’s Benefits, Estate Planning, Asset Protection and Special Needs Trusts. She is a member of both the Missouri and Illinois Bars and is also admitted to practice before the United States Supreme Court. She is a member of the National Academy of Elder Law Attorneys and served as Chair of the Advocacy and Litigation Section of that organization. She has served as a member of the Board of Directors of the local chapter of the National Academy of Elder Law Attorneys and she is a member of the Missouri Association of Trial Attorneys. She is a member of Elder Care Matters Alliance, Elder Counsel and The Academy of Special Needs Planners. She has served as the Chair of the Elder Law Committee for the Missouri Bar. She has served as a member of the Board of Directors of the Mid-East Area Agency on Aging (MEAAA) and as the President of that organization. She has served on the Board of Directors for the Down Syndrome Association of Greater St. Louis (DSAGSL). She currently serves as President of the Board of the St. Louis Chapter of The American Parkinson Disease Association (APDA). Ms. Alsop also taught the Fall Semester of the Elder Law class at St. Louis University School of Law in St. Louis, Missouri along with another elder lawyer colleague. She has presented at numerous seminars for attorneys and other professionals regarding such topics as Medicaid, Capacity and Guardianship, Medicare Set-Asides, Veteran’s Benefits, Elder Abuse, Planning for People with Disabilities, Special Needs Trusts, and Estate Planning
Susan L. Amato, J.D. is an attorney and mediator, in private practice in Clayton, Missouri, practicing exclusively in the family law area. She received her law degree from Washington University in St. Louis and focuses her practice on resolution of disputes through mediation and collaborative practice, when appropriate.
Melinda J. Bentley serves as Legal Ethics Counsel, and she provides oral and written informal advisory opinions to attorneys on issues related to the Missouri Rules of Professional Conduct. In that position, she also serves as administrator and counsel to the Advisory Committee of the Supreme Court of Missouri. She began serving in that position in 2012. Prior to that she worked for the Illinois State Bar Association. She is a frequent speaker and author on professional responsibility matters. Ms. Bentley currently serves as a member of the American Bar Association Standing Committee on Ethics and Professional Responsibility. She also currently serves on the Planning Committee for The Missouri Bar Solo and Small Firm Conference, and is a member of The Missouri Bar, Illinois State Bar Association, American Bar Association, National Organization of Bar Counsel, Bar Association of Metropolitan St. Louis, and Cole County Bar Association. She was a board member and officer of the National Organization of Bar Counsel from 2015-2020, including a term as President from 2018-2019, and formerly served as a member (2015-2016) and Chair (2016-2018) of the Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct.
Raymond Bolourtchi has achieved national recognition for his expertise in immigration and criminal defense matters. He represents clients seeking relief from removal and deportation proceedings throughout the country, and practices in state, federal and immigration courts. He has assisted hundreds of clients obtain citizenship and naturalization.
Mr. Bolourtchi's passion for immigration issues motivates him to fight zealously for his clients, and he is a true advocate in each and every case.
Mr. Bolourtchi speaks fluent Spanish, French, Catalan, Farsi, and Italian.
Author and lecturer on immigration topics, including immigration consequences of criminal convictions; expert witness and consultant on guilty pleas and immigration law; quoted in St. Louis Post Dispatch; National Mentor to other attorneys in the American Immigration Lawyers Association (AILA) in areas of removal and deportation and family immigration.
He received his J.D., from Saint Louis University School of Law, in 1995, and his B.A., from the University of California, Los Angeles.
Maureen Brady is managing partner and founder of McShane & Brady, LLC. in Kansas City. Her practice focuses on personal injury cases involving auto/trucking wrecks, slip & falls, privacy law, and nursing home abuse. In addition, Maureen has been recognized nationally for her expertise in HIPAA laws and regulations.
Meagan Zimmer Breeze is a partner at Kramer, Hand, Buchholz & Partney in Jefferson County. Meagan was a GAL in juvenile court and currently serves as GAL, mediator and parent coordinator in family court, as well as practicing family law, personal injury, worker's compensation and social security law.
Martha Brown is a Certified Elder Law Attorney. Her firm, Mitchell, Brown & Associates concentrates on the unique legal needs of the elderly and individuals with disabilities. She is active in various committees and associations as well as receiving numerous awards for her work with the elderly and individuals with disabilities.
Jason is a leader in the Consulting group who oversees business valuation, litigation support and fraud investigation services. He performs business valuations for mergers and acquisitions and supports clients in litigation and corporate planning engagements.
Judge Sarah Castle was appointed as Circuit Judge of Division 1, Jackson County on October 20, 2020. At the time of her appointment, she was serving as Associate Circuit Judge of Division 27. Prior to taking the bench, Judge Castle served as an Assistant Prosecuting Attorney in Jackson County.
Creighton J. Cohn has focused his practice on consumer law and personal injury since 2000. He represents individuals in areas including improper credit reporting, consumer fraud, unfair and deceptive acts, abusive debt collection, debtors’ rights, identity theft, and warranty and lemon law in addition to personal injury claims. He is a frequent speaker on consumer law related topics. He has litigated many consumer and personal injury cases, and also participated in numerous mediations and arbitrations. He obtained his certificate of mediation from the University of Missouri - Columbia in 2000 and is a volunteer mediator for the Missouri Bar Fee Dispute Resolution Committee. Mr. Cohn is a 1998 graduate of St. Louis University School of Law and is admitted to practice in Missouri and Illinois as well as the U.S. District Court for the Eastern District of Missouri. His firm is located in Clayton, Missouri.
Patrick J. Connaghan has been the Probate Commissioner for the 22nd Judicial Circuit (City of St. Louis) since 2007. Prior to his appointment as Probate Commissioner, he served for twelve years as General Counsel for the St. Louis City Board of Aldermen. He is a Past President of the Missouri Association of Probate and Associate Circuit Judges. He is a 2009 Science and Technology Fellow for The Advanced Science and Technology Adjudication Resource Center (ASTAR) in Washington D.C. He was the 2014 recipient of the Isabella Horton Grant Guardianship Award from the National College of Probate Judges. Commissioner Connaghan is a graduate of St. Louis University School of Law.
Hon. Deborah Daniels serves as a senior judge, after almost 12 years as an ACJ. She was an adjunct professor of law from 1983-2013. Before joining the bench, she was chief counsel at the Missouri Attorney General's Office and was an assistant prosecuting attorney in Boone County. She is an ASTAR (NCSI) judge.
Brennan Delaney's practice for the past 10 years has focused on representing clients who have suffered a catastrophic injury or lost a loved one. Prior to that, he spent four years as law clerk - two for Circuit Court Judge Michael Manners and two for Missouri Supreme Court Judge Zel Fischer.
Kelly Dillon is an investigative examiner-paralegal for the Missouri Office of Chief Disciplinary Counsel where her duties include oversight of the Trust Account Overdraft Notification Program, conducting financial examinations and other investigations. Kelly is a Certified Fraud Examiner and has been with the Office of Chief Disciplinary Counsel since 2001.
William Dodson is a sole practitioner in Jefferson County. He serves as a Guardian ad Litem and represents parents and other parties in Juvenile and Family Court proceedings there. Mr. Dodson spends a large portion of his time mediating child custody and other disputes.
Claude E. Ducloux, is an attorney licensed in Texas, Colorado and California who speaks nationally on legal ethics, law office management, and trial-related topics. In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE and has been invited to speak in more than 500 programs in since January 1, 2016. Claude has served as course director and creator of numerous CLE institutes and advanced courses.
Mr. Ducloux has a long legacy of bar service, including being President of the Austin Bar Association, and serving as Chair of almost every major bar-related entity, as well as the Texas Bar Foundation. He is a board-certified civil trial and appellate attorney in Texas.
Whittney Dunn, Risk Manager at The Bar Plan, presents to hundreds of lawyers annually on ethics, malpractice avoidance, and lawyer well-being. When not presenting, she provides one-on-one ethics guidance and law practice management assistance to attorneys through The Bar Plan Foundation's free ethics hotline, available to any attorney in Missouri.
Robert Faerber practices in the areas of family law and bankruptcy. He is a member of the Missouri/Illinois Bars, and is licensed in the U.S. District Court of the Eastern District of Missouri and Southern District of Illinois.
Tara Ficken is an intellectual property associate at Husch Blackwell, LLP. She works with business clients of all shapes and sizes to identify and protect their intellectual property assets. This includes advising clients about trademark and copyright matters, clearance and registration, and enforcement against unauthorized third party use.
Ryan Frazier focuses his practice on sexual abuse, hunting relate accidents, and other personal injury matters. He prides himself in fighting for each of his clients as if they were a family member and believes that constant communication with his clients is key to successful representation.
Cynthia Garnholz is a member of Garnholz | Sparks in Clayton. Her practice is focused primarily on family law, including mediation and collaborative divorce. She frequently lectures in the area of family law, has served as Chair of the BAMSL Family Law Section and currently serves on BAMSL’s Board of Governors.
Sarah H. Ginther is a solo practitioner licensed in Missouri and Kansas. She graduated from UMKC School of Law in 2000 and primarily practices in Jackson County. Her emphasis has been in Juvenile Court matters and child permanency. She started her own practice in June of 2017.
Simone Haberstock has been a family law attorney for 30 years and a mediator for 20 years. She acquired a Masters of Law in Dispute Resolution from University of Missouri School of Law in 2013 where she did IRB approved research on a mediation-arbitration process. Since graduating, she has founded a non-profit mediation service, Confluence Missouri, Inc.; served on the Mediation and Parenting Coordination Oversight Committee in St. Louis County Circuit Court; and worked on a number of court-connected ADR and problem-solving court projects across the state. She recently completed an interview research project of Missouri litigants who used mandatory mediation and has assisted in the production of two videos for the public on ADR processes. She has mediated over 400 cases including family, small business, employment, landlord-tenant, and small claims matters. Ms. Haberstock has spoken and presented on a variety mediation and ADR topics, including the decision- making process, at both national and statewide conferences. She also served on the Board of Governors for the Bar Association of Metropolitan St. Louis for 10 years and is the immediate past-president of the Missouri Chapter of Association of Family and Conciliation Courts.
Sheena R. Hamilton is a partner at Dowd Bennett LLP in St. Louis, Missouri. She concentrates on employment litigation and corporate internal investigations. Primarily, Ms. Hamilton defends employers in state and federal courts and before administrative agencies. She tries cases alleging employment discrimination, harassment and retaliation, as well as wage and hour disputes, to verdict and through appeals.
Ms. Hamilton regularly speaks and writes on employment law. She presents to attorneys and human resources professionals on topics such as maintaining a respectful workplace, conducting workplace investigations, creating and implementing privacy policies, and applying rules of evidence and procedure. An author of more than 20 articles in publications such as the Missouri Employment Law Letter, Missouri Business, St. Louis Lawyer and TYL, Ms. Hamilton also has been quoted as an authority on matters involving employment and labor law by The New York Times, Law360, the Society for Human Resource Management (SHRM®), and the ABA Journal.
For her work, she was awarded the Women in Justice Award titled Litigation Practitioner in 2017 by Missouri Lawyers Weekly and the John C. Shepherd Professionalism Award in 2019 by the Bar Association of Metropolitan St. Louis.
Ms. Hamilton is a member of the board of governors for the American Bar Association, vice chair of the Labor and Employment Law Committee for The Missouri Bar, and a member of the board of directors for the United Way of Greater St. Louis.
Prior to joining Dowd Bennett, she clerked for the then Chief Judge of the United States District Court for the Eastern District of Missouri.
Heather Hardinger is Of Counsel with The Meyers Law Firm, LC, in Kansas City. Heather focuses her practice on Plaintiff’s employment discrimination and civil rights violations. Since 2016, Heather has been named a “Rising Star” by Super Lawyers® Missouri & Kansas. Heather can be reached at hhardinger@meyerslaw.com and (816) 444-8500.
Adrienne B. Haynes is an award-winning attorney and business woman who specializes in helping entrepreneurs and communities to develop sustainable infrastructure and business practices. She is the managing partner of SEED Law, a business law firm, and owner of SEED Collective. For more information, please visit adriennebhaynes.com.
Annette P. Heller is a member of the Solo and Small Firm Conference Planning Committee and former chair of The Missouri Bar Patent, Trademark and Copyright Section. Her practice is limited to trademark and copyright law and has been in private practice since 1983.
Barron K. Henley, Esq. is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments.? He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council.? He is a member of both the ABA Law Practice Management and the Real Property Trust and Estate Law ("RPTE") Sections. He's a member of RPTE Futures Task Force, a Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee.? Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook.? Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes.? Finally, Barron teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.?
Peter Jouras is a licensed attorney in Missouri and Kansas. His practice is primarily personal injury and workers' compensation. Mr. Jouras has over 30 years of experience and is a sole practitioner. He received his JD and LLM at University of Missouri at Kansas City.
Thomas Kennedy practices in state and federal courts in Illinois and Missouri. His firm handles special education, employment, disability rights and civil rights litigation on behalf of plaintiffs. He has written many articles on special education law.
Kim has conducted hundreds of mediations in personal injury (auto, trucking, wrongful death, premises liability and sexual misconduct) construction, real estate, special education, contracts, civil rights, class action, insurance coverage, professional malpractice and employment (discharge, tenure, disability, FMLA, wage and hour, first amendment and COVID) with US Arbitration & Mediation. Her 35+ year legal career includes mega-big law firms; uber-small law firms; and in-house counsel giving her a balanced approach to ADR. She is a member of National Association of Distinguished Neutrals; former national Board member of Association of Attorney Mediators; Vice-chair of the Missouri Bar Association ADR Committee; and past chair of BAMSL ADR Committee.
Mark Lanterman is the Chief Technology Officer of Computer Forensic Services. Before entering the private sector, Mark was a member of the U.S. Secret Service Electronic Crimes Taskforce. Mark has 28 years of security and forensic experience and has testified in over 2000 cases.
Karen McCarthy has been the President and CEO of The Bar Plan Mutual Insurance Company since 2002 and The Bar Plan Surety and Fidelity Company since 2000. She graduated from St. Louis University School of Law in 1990. Karen is a frequent CLE presenter addressing risk management and malpractice avoidance.
Timothy F. McCurdy practices guardianships, fiduciary litigation, and elder law at Lashly & Baer, P.C. in St. Louis. Tim represents individuals and medical providers seeking appointment of guardians and conservators, as well as respondents. Tim has practiced in St. Louis since graduating from Notre Dame Law School in 2002.
Melanie McMullen has more than 30 years’ experience, including as both in-house and outside counsel to Time Warner Cable and the National Cable Television Cooperative. Her operations background adds value for clients, with a practice focusing on content acquisition and negotiation, contract analysis, and strategic planning around advanced media rights.
Lucy McShane is managing partner and founder of McShane & Brady. Lucy focuses her practice on personal injury cases involving car/truck accidents, slip & falls, medical malpractice, HIPAA law, and nursing home abuse. Lucy has been recognized by numerous legal organizations for her leadership and innovation in personal injury law.
Kate Millington's primary areas include business and commercial litigation, employment law, and appellate practice. Kate received her JD from Mizzou in 2013. She is admitted to practice in Missouri, Kansas, U.S District Court for the Western District of Missouri, Missouri Supreme Court and U.S. 8th Circuit Court of Appeals.
Thomas W. Millington has a JD from Oklahoma City University (1980). He is licensed in Missouri; Oklahoma; federal district courts in Oklahoma, Missouri and Texas; U.S. Court of Appeals, 8th and 10th Circuits; and the U.S. Supreme Court. He has extensive experience in business/commercial litigation, commercial torts, and bad faith. Thomas W. Millington has a JD from Oklahoma City University (1980). He is licensed in Missouri; Oklahoma; federal district courts in Oklahoma, Missouri and Texas; U.S. Court of Appeals, 8th and 10th Circuits; and the U.S. Supreme Court. He has extensive experience in business/commercial litigation, commercial torts, and bad faith.
Tim Monsees is a shareholder with the firm of Monsees & Mayer. He graduated with honors from the University of Missouri-Columbia School of Law. He is admitted to practice in Missouri, Kansas, Texas and Colorado. Mr. Monsees restricts his practice to representation of injured parties in litigation of product liability.
Frank Neuner is a full-time mediator based in St. Louis who has mediated over 600 conflicts, involving bilateral disputes and multi-party cases. He is President of the national Association of Attorney-Mediators and he has been named to the National Academy of Distinguished Neutrals.
John Ottenad is an experienced Administrative Law Judge with a demonstrated history of adjudicating workers’ compensation cases and working in the government administration industry. He is skilled in public speaking, nonprofit organizations, event planning, nonprofit management, conflict resolution, and volunteer management. Mr. Ottenad is a strong legal professional with a Doctor of Law (J.D.) from Washington University in St. Louis.
Gary Oxenhandler is a retired Circuit Court Judge. He now mediates and arbitrates. He currently serves on the Missouri Supreme Court’s Commission on Racial and Ethnic Fairness. For the past 40 years, Gary has studied jail populations on local, state and national levels and is a continuing student of the role that implicit bias plays in our decision-making. Gary is an avid but old handball player. Gary and Janet have been married for 52 years. Gary believes that whatever he has achieved in his life is the result of being Janet’s husband and Josh’s dad.
Willie Peacock is a Missouri-born lawyer and marketer, currently living his best life as a dad and husband to a medical resident out in New York City. He's half-lawyer, half-marketer, and is making his third appearance at MOSOLO to talk about law firm marketing.
Judge Mark D. Pfeiffer was appointed to the Missouri Court of Appeals in 2009, served the Court as its Chief Judge from 2016-18, and still presently serves as one of the eleven judges on the Western District. Prior to joining the Court, Pfeiffer was a partner in a small firm.
Sam Phillips is Deputy Chief Counsel for the Missouri Office of Chief Disciplinary Counsel. Sam has served on the Board of Directors of the National Organization of Bar Counsel and was that Board’s liaison to the ABA’s Lawyer Competence Committee.
In addition to attorney discipline and private practice, he has served as Chief Assistant Prosecuting Attorney and been the Executive Trust Officer for a regional bank.
He also chaired The Missouri Bar’s Law Practice Management Committee.
Scott Pierson is an accomplished criminal defense attorney and partner at Twibell Pierson Criminal Law in Springfield, Missouri. He works closely with non-profits, including SMBA's Clean Slate Clinic, in offering expungement services for indigent clients.
Sara Rittman is an Assistant Attorney General, unit leader, and serves on the office's Professional Responsibility Committee. She practiced legal ethics and attorney discipline law for 26 years, including private practice, as Missouri's first Legal Ethics Counsel, and at OCDC. She was an AAG from 1981-1993 in the licensing unit.
Associate Circuit Judge Janette Rodecap was appointed to the bench in 2014. Before that, she served as a Jackson County prosecutor and as a judicial law clerk for the Supreme Court of Palau and U.S. District Court Judge Nanette Laughrey. She graduated from the University of Iowa College of Law.
Judge David Roither is an Associate Circuit Judge in the 22nd Judicial Circuit of the State of Missouri. Judge Roither has been a member of the Missouri Bar since 1999 and was in a litigation practice with his former partner the Honorable Jeffrey Medler from December, 2000, through January, 2018.
Richard L. Rollings, Jr. provides contract legal work to other attorneys. He graduated from the University of Missouri-Columbia School of Law, cum laude, in 1992. He was a 2002 recipient of the David J. Dixon Appellate Advocacy Award. His practice includes appellate work as well as research and drafting services.
Christine Rosengreen practices in all areas of family law, including but not limited to, divorce, paternity, modification, guardianship, Guardian ad Litem and adoption. She earned her bachelor of arts degree in English from Kansas State University, and earned her juris doctorate in 2006 from the University of Kansas School of Law.
Amanda Schneider is the Managing Attorney of Legal Services of Eastern Missouri’s Education Justice Program which focuses on addressing education equity issues. Ms. Schneider was previously the first William G. Guerri Chair in the Children’s Legal Alliance, practicing education law primarily representing children with disabilities and children excluded from school.
Michael Sharma-Crawford is a principal in Sharma-Crawford Attorneys at Law. He has been defending non-citizens in removal proceedings since 2002. In 2011 he and his partner Rekha Sharma-Crawford opened The Clinic, a 501(c)(3) non-profit law clinic that provides representation to indigent non-citizens in the Kansas City Immigration Court.
Grant Shostak is an Associate Professor of Criminology and Criminal Justice at Lindenwood University. In addition to teaching, he maintains a selective criminal defense practice. He received his JD from the University of Missouri, a master’s degree from the University of Central Missouri and his doctorate from Lindenwood University.
Fawzy Simon spent five years in the MSPDS, four years at the Cisar Law Firm in Lake Ozark, Missouri and opened his own criminal defense office in Camdenton in 2017. Presently defense counsel - Camden County Treatment Courts, Secretary of MACDL, member of the Supreme Court's Task Force for Criminal Justice.
Christian A. Stiegemeyer is the Director of Risk Management for The Bar Plan Mutual Insurance Company where he helps lawyers arrive at practical solutions to a wide variety of ethical and legal malpractice issues. He received his J.D. from Saint Louis University School of Law.
H. Morley Swingle, is an Assistant Prosecuting Attorney for Boone County, Missouri. He previously served as the Prosecuting Attorney for Cape Girardeau County, as an Assistant United States Attorney for the Eastern District of Missouri, as a criminal defense lawyer in Denver, and as a prosecutor in the Armed Offender Unit of the St. Louis Circuit Attorney’s Office. He has tried 178 jury trials and has personally handled 111 homicide cases, including several death penalty cases. He has taught at continuing legal education seminars around the country. He has published several books, both fiction and nonfiction, and is a member of Mystery Writers of America.
Michelle M. Symank is a Member at Evans & Dixon, LLC in the St. Louis office. She exclusively represents Employers and Insurers in the defense of workers' compensation claims before the Division of Workers' Compensation in St. Louis, St. Charles, Cape Girardeau and Jefferson City.
Phillip Tatlow graduated in 1991 from SLU of Law. He is licensed in Missouri, Illinois and Wisconsin. Phil Tatlow co-counsels with other attorneys on complex personal injury and ERISA claims. He has successfully handled over 200 ERISA cases in multiple states. He's also top rated by Martindale, AVVO, and Super Lawyers.
Susan B. Teson is Of Counsel with Kirkland Woods & Martinsen LLP. Recently retired from UMB Bank as Chief Fiduciary Officer, she is also an adjunct professor at UMKC Law School teaching estate planning/drafting and has been a member of the Missouri Bar since 1982, receiving her J.D. from UMKC.
Morris Turek helps individuals, businesses, and organizations of all sizes avoid the devastating effects of being sued for trademark infringement by helping them clear and protect the names, logos, and slogans they use to advertise and sell their products/services. He primarily focuses his practice of law on federal trademark registration.
Judith Westmoreland is a Supervising Attorney at Jackson County CASA in Kansas City, MO where she oversees the newly created CASA Pro Bono Attorney Program, training and supporting attorneys as Guardians ad Litem for children in foster care. She serves on the board of AWL-KC and is active with the KCMBA.
J.C. Weyand is an attorney in Hannibal with significant experience in CA/N Juvenile Cases, as the JO attorney, parents' attorney and GAL. He is also an Adjunct Professor at Hannibal-LaGrange University and has presented variety of different CLEs including breakout sessions at 2019 & 2020 Solo & Small Firm.
Ron Wiesenthal is the owner of the St Louis Mediation & Arbitration Center, LLC. He has all the usual degrees and awards but is most proud of being called Lord Vader by his grandchildren.
Robert J. Wise has practiced law in Missouri since 1975 when he graduated from the University of Missouri-Columbia Law School. He specializes in representing rental property owners and managers. He is a frequent speaker to property owners and attorneys on landlord-tenant law, collections, Fair Housing, and related areas and has spoken to Solo & Small firm regarding operating a law office from home. From 1999-2003 he was the executive director of the Missouri Apartment Association. He also currently serves as the executive director of Mid-America Crime Free which educates landlords and managers about crime prevention in rental housing.
Hon. Gary Witt appointed Western District 2010. Previously an Associate Circuit Judge in Platte County 1998 - 2010. Shareholder Witt, Hicklin & Witt, P.C. in Platte City. Married to Angie. Undergraduate degree William Jewell College and law degree MU. State Representative 1991-1996. Received the Appellate Judicial Excellence Award 2020.
WED | JUNE 9
The Bar Plan Risk Management Program | 8:00 - 9:50 AM
Everyday Conflicts
(CLICK HERE TO REGISTER | $75. Conference registration required)
BREAKOUT SESSION 1 | 10:00 - 10:50 AM
BREAKOUT SESSION 2 | 11:05 - 11:55 AM
LUNCH | 11:55 AM - 1:15 PM
LUNCH & LEARN | 12:10 - 1:00 PM
Preparing for Trial as a Solo Attorney: Your Message, Elements of Proof & Organizing Your Presentation
PLENARY | 1:15 - 2:15 PM
Easiest Catch: Don't Be Another Fish in the Dark 'Net'
BREAKOUT SESSION 3 | 2:30 - 3:20 PM
BREAKOUT SESSION 4 | 3:35 - 4:25 PM
THU | JUNE 10
CLE@Sunrise | 7:10 - 8:10 AM
BREAKOUT SESSION 5 | 8:25 - 9:35 AM
BREAKOUT SESSION 6 | 9:50 - 11:00 AM
LUNCH | 11:00 AM - 12:20 PM
LUNCH & LEARN | 11:15 AM - 12:05 PM
Envisioning the Future of Law: Legal Trends for Solo Lawyers
Malpractice Insurance: What You Need to Know
BREAKOUT SESSION 7 | 12:20 - 1:30 PM
BREAKOUT SESSION 8 | 1:45 - 2:55 PM
BREAKOUT SESSION 9 | 3:10 - 4:20 PM
FRI | JUNE 11
BREAKOUT SESSION 10 | 8:25 - 9:35 AM
BREAKOUT SESSION 11 | 9:50 - 11:00 AM
CLOSING PLENARY | 11:15 AM - 12:15 PM
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Updated 5/18/21
2021 SOLO & SMALL FIRM CONFERENCE REGISTRATION CANCELLATION & REFUND POLICY
2021 MOSOLO SMALL FIRM CONFERENCE
Thank you to our generous scholarship sponsors.
Application Deadline | April 23, 2021
Recipient Notification | May 10, 2021
***Unless otherwise noted
MOBARCLE | MOBAR LAW PRACTICE MANAGEMENT SCHOLARSHIPS
APPLICATION: MOBARCLE | MOBAR SCHOLARSHIPS
AWLF SCHOLARSHIP
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APPLICATION & DETAILS: AWLF SCHOLARSHIP
DEADLINE: 45 days before the date of the first day of the event
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SUBMIT APPLICATION LETTERS TO:
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| Availability | Module Title | Credits | Duration | Course Details | |||||||||||||||||||||||||||||||||||||||||||||
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| Jun 09, 2021 @ 10:00 AM (CDT) |
BREAKOUT SESSION 1 | Advanced GAL: The Role of GALs in Child Abuse/Neglect Cases (Qualifies for 1.0 GAL hour)
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Total Credits: 1.0 MCLE | 54 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 10:00 AM (CDT) |
BREAKOUT SESSION 1 | Practical Tips for Drafting Contracts
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Total Credits: 1.0 MCLE | 53 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 10:00 AM (CDT) |
BREAKOUT SESSION 1 | Section 537.065, RSMo: First Party & Third Party Claims in Missouri
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Total Credits: 1.0 MCLE | 54 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 10:00 AM (CDT) |
BREAKOUT SESSION 1 | 4th Amendment Search & Seizure: Car & House Searches
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Total Credits: 1.1 MCLE | 58 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 10:00 AM (CDT) |
BREAKOUT SESSION 1 | Finding Your Niche: Specialization for the Solo Practitioner or Small Firm
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Total Credits: 1.0 MCLE | 54 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 11:05 AM (CDT) |
BREAKOUT SESSION 2 | Advanced GAL: We Scare Because We Care: GAL Philosophy & Pop Culture (Qualifies for 1.0 GAL hour)
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Total Credits: 1.1 MCLE | 54 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 11:05 AM (CDT) |
BREAKOUT SESSION 2 | Opening Your Mind & Heart to Someone Who Does Not Look Like You (Qualifies for 1.0 Ethics / 1.0 Bias hours)
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Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 11:05 AM (CDT) |
BREAKOUT SESSION 2 | Boot Camp: Setting Up a Solo & Small Firm Practice
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Total Credits: 1.0 MCLE | 50 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 11:05 AM (CDT) |
BREAKOUT SESSION 2 | Special Needs Trusts & ABLE Accounts
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Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 11:05 AM (CDT) |
BREAKOUT SESSION 2 | What to Do With Your First Criminal Law Case
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Total Credits: 1.1 MCLE | 55 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 12:10 PM (CDT) |
LUNCH & LEARN | Preparing for Trial as a Solo Attorney: Your Message, Elements of Proof & Organizing Your Presentation
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Total Credits: 1.0 MCLE | 49 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 01:15 PM (CDT) |
PLENARY | Easiest Catch: Don't Be Another Fish in the Dark 'Net"
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Total Credits: 1.2 MCLE | 1 Hour | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 02:30 PM (CDT) |
BREAKOUT SESSION 3 | Advanced GAL: Permanency Through Legal Guardianship (Qualifies for 1.0 GAL hour)
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Total Credits: 1.1 MCLE | 54 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 02:30 PM (CDT) |
BREAKOUT SESSION 3 | Boot Camp: Getting Clients (Qualifies for 1.0 Ethics hour)
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Total Credits: 1.0 MCLE | 50 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 02:30 PM (CDT) |
BREAKOUT SESSION 3 | Avoiding Impasse in Mediation (for Mediators)
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Total Credits: 1.0 MCLE | 50 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 02:30 PM (CDT) |
BREAKOUT SESSION 3 | Discharge Upgrades
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Total Credits: 1.0 MCLE | 49 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 02:30 PM (CDT) |
BREAKOUT SESSION 3 | Serving the Legal Educational Needs of Children with Disabilities
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Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 02:30 PM (CDT) |
BREAKOUT SESSION 3 | Ethical Use of Evolving Technologies (Qualifies for 1.0 Ethics hour)
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Total Credits: 1.0 MCLE | 48 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 03:35 PM (CDT) |
BREAKOUT SESSION 4 | Advanced GAL: Ethics (Qualifies for 1.0 Ethics / 1.0 GAL hour)
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Total Credits: 1.0 MCLE | 49 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 03:35 PM (CDT) |
BREAKOUT SESSION 4 | Boot Camp: Keeping Clients
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Total Credits: 1.0 MCLE | 50 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 03:35 PM (CDT) |
BREAKOUT SESSION 4 | Five Things You Ought To Be Doing In Every Mediation To Guarantee A Great Result
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Total Credits: 1.0 MCLE | 47 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 03:35 PM (CDT) |
BREAKOUT SESSION 4 | Insurance Bad Faith & Settlement Demands: Three Things Every Practitioner Should Know
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Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 03:35 PM (CDT) |
BREAKOUT SESSION 4 | Assisting Veterans & Military Clients
|
Total Credits: 1.0 MCLE | 49 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 03:35 PM (CDT) |
BREAKOUT SESSION 4 | Protect Your Small Business Clients: How to Prevent & Detect Fraud on a Shoestring Budget
|
Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 09, 2021 @ 03:35 PM (CDT) |
BREAKOUT SESSION 4 | The Fair Credit Report Act, a Primer
|
Total Credits: 1.0 MCLE | 51 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 07:10 AM (CDT) |
CLE@Sunrise
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Total Credits: 1.2 MCLE | 1 Hour 01 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 5 | Boot Camp: Charging, Collecting & Managing Money
|
Total Credits: 1.5 MCLE | 1 Hour 20 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 5 | Electronic Document Security & Digital Signatures
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Total Credits: 1.4 MCLE | 1 Hour 12 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 5 | Voir Dire: An Extension of Your Opening Statement
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Total Credits: 1.4 MCLE | 1 Hour 12 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 5 | Understanding & Managing Client Trust Accounts (Qualifies for 1.4 Ethics hours)
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Total Credits: 1.4 MCLE | 1 Hour 17 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 5 | Friends No More: Steps to Take When Guiding Your Client Through a Business Divorce
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Total Credits: 1.4 MCLE | 1 Hour 14 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 6 | Microsoft 365: Its Value Proposition for Lawyers & the Included Useful Applications Most Subscribers Are Not Even Using
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Total Credits: 1.5 MCLE | 1 Hour 15 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 6 | Change Begins With Us: Eliminating Discrimination During Jury Selection (Qualifies for 1.4 Ethics / 1.4 Bias hours)
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Total Credits: 1.4 MCLE | 1 Hour 11 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 6 | The Missouri Merchandising Practices Act: What You Need to Know About the 2020 Changes
|
Total Credits: 1.4 MCLE | 1 Hour 13 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 6 | Alternative to Hourly Billing: Flat Fee & Task Billing
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Total Credits: 1.4 MCLE | 1 Hour 11 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 6 | Procedures for Processing Residency
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Total Credits: 1.3 MCLE | 1 Hour 06 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 11:15 AM (CDT) |
LUNCH & LEARN | Envisioning the Future of Law: Legal Trends for Solo Lawyers
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Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 11:15 AM (CDT) |
LUNCH & LEARN | Malpractice Insurance: What You Need to Know
|
Total Credits: 1.0 MCLE | 52 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 12:20 PM (CDT) |
BREAKOUT SESSION 7 | How to Construct a Complex Pleading in Microsoft Word
|
Total Credits: 1.4 MCLE | 1 Hour 11 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 12:20 PM (CDT) |
BREAKOUT SESSION 7 | Evidentiary Foundation: A Practical Guide to Getting Your Most Common Evidence Admitted
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Total Credits: 1.4 MCLE | 1 Hour 10 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 12:20 PM (CDT) |
BREAKOUT SESSION 7 | Immigration Consequences of Criminal Cases 2021
|
Total Credits: 1.4 MCLE | 1 Hour 10 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 12:20 PM (CDT) |
BREAKOUT SESSION 7 | Preventing Disasters When Bankruptcy Meets Domestic Law
|
Total Credits: 1.4 MCLE | 1 Hour 10 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 12:20 PM (CDT) |
BREAKOUT SESSION 7 | Non-Competes & Separation Agreements
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Total Credits: 1.4 MCLE | 1 Hour 12 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 01:45 PM (CDT) |
BREAKOUT SESSION 8 | Champagne Technology on a Beer Budget
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Total Credits: 1.6 MCLE | 1 Hour 20 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 01:45 PM (CDT) |
BREAKOUT SESSION 8 | Motion Practice: Nuts & Bolts; Pitfalls to Avoid
|
Total Credits: 1.4 MCLE | 1 Hour 09 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 01:45 PM (CDT) |
BREAKOUT SESSION 8 | I Don't Have Any Unconscious Bias; at Least, Not That I Am Aware Of! (Qualifies for 1.1 Ethics / 1.1 Bias hours)
|
Total Credits: 1.1 MCLE | 57 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 01:45 PM (CDT) |
BREAKOUT SESSION 8 | ERISA Law 101 for the General Practitioner: The Interaction of ERISA Law with Personal Injury Law, Social Security Disability Law & Workers' Compensation Law: What You Need to Know to Survive
|
Total Credits: 1.5 MCLE | 1 Hour 15 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 01:45 PM (CDT) |
BREAKOUT SESSION 8 | Organizing Your Growing Law Practice
|
Total Credits: 1.4 MCLE | 1 Hour 10 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 01:45 PM (CDT) |
BREAKOUT SESSION 8 | Civil Sexual Abuse Claims: Insurance Coverage & Prior Notice
|
Total Credits: 1.4 MCLE | 1 Hour 11 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 03:10 PM (CDT) |
BREAKOUT SESSION 9 | Changes to Rules of Discovery in Missouri State Courts
|
Total Credits: 1.4 MCLE | 1 Hour 10 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 03:10 PM (CDT) |
BREAKOUT SESSION 9 | Ethics on TV! (Qualifies for 1.3 Ethics hours)
|
Total Credits: 1.3 MCLE | 1 Hour 06 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 03:10 PM (CDT) |
BREAKOUT SESSION 9 | Wills, Trusts & POA: Advising Your Client on What They Need, Pitfalls & Differences
|
Total Credits: 1.5 MCLE | 1 Hour 15 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 10, 2021 @ 03:10 PM (CDT) |
BREAKOUT SESSION 9 | Nuts & Bolts of Missouri Landlord Tenant Law
|
Total Credits: 1.4 MCLE | 1 Hour 11 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 10 | Administration of a Disabled Person's Estate by a Conservator
|
Total Credits: 1.5 MCLE | 1 Hour 16 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 10 | Appeals Regarding Administrative Proceedings: Special Considerations
|
Total Credits: 1.5 MCLE | 1 Hour 16 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 10 | To Blow or Not to Blow: A Crash Course for the Non-DWI Practitioner
|
Total Credits: 1.4 MCLE | 1 Hour 13 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 10 | Strategies for Negotiation in Family Law & Drafting Settlement Agreements
|
Total Credits: 1.4 MCLE | 1 Hour 15 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 08:25 AM (CDT) |
BREAKOUT SESSION 10 | 15 Marketing Channels & Strategies That Work for Solo & Small Firm Attorneys (Qualifies for 1.4 Ethics hours)
|
Total Credits: 1.4 MCLE | 1 Hour 13 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 11 | Understanding Trademark & Copyright Basics to Properly Advise Business Clients
|
Total Credits: 1.5 MCLE | 1 Hour 16 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 11 | How to Mediate Your Workers' Compensation Cases Without Getting Hurt!
|
Total Credits: 1.4 MCLE | 1 Hour 13 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 09:50 AM (CDT) |
BREAKOUT SESSION 11 | The Ethics of Hanging Out Your Own Shingle: How to Have Positive Client Relationships & Avoid Complaints (Qualifies for 1.4 Ethics hours)
|
Total Credits: 1.4 MCLE | 1 Hour 14 Minutes | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Jun 11, 2021 @ 11:15 AM (CDT) |
CLOSING PLENARY | 2021's Best Legal Tech Tips, Tricks, Services, Gadgets & Websites
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Total Credits: 1.2 MCLE | 1 Hour | More info » | |||||||||||||||||||||||||||||||||||||||||||||
| Total Conference CE Credits Information | |||||||||||||||||||||||||||||||||||||||||||||||||
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