2025 MOSOLO Small Firm Conference

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Session Descriptions

Wednesday, June 4, 2025
3-6 p.m. | Conference Registration | Paradise Foyer

Thursday, June 5, 2025
7:30 a.m-5:30 p.m. | Conference Registration | Paradise Foyer

8:30-9:15 a.m. | Breakfast | Room 62/63/64
First Time Attendee Breakfast

8-4:30 p.m. | Exhibits | Windgate
Exhibit Hall open

8-9:50 a.m. | Pre-Session 1 | Parasol II
The ethics and malpractice risk when lawyers leave law firms
Hour 1 – The QUIZ: A potpourri of the hottest topics in legal malpractice and ethics, and what you need to know to protect yourself from novel malpractice risks and ethics complaints.

Hour 2 – The Ethics and Malpractice Risk When Lawyers Leave Law Firms – Lawyers leave law firms.  Sometimes to take positions at other firms, start their own firm, leave the practice entirely, retire, or…gulp, die, disappear or become disabled.  All of these occurrences implicate the “left behind” lawyers’ duties under Missouri Rules of Professional Conduct 4-1.1. Competence, 4-1.3. Diligence, 4-1.4. Communication, 4-1.5. Fees, 4-1.6. Confidentiality of Information, 4-1.8. Conflict of interest; current clients; specific rules, 4-1.9 & 4-1.10. Duties & Conflict of Interest, Former Client & Imputation to Law Firm, 4-1.15. Safekeeping Property, 4-1.16. Declining or Terminating Representation, 4-5.1. Responsibilities of partners, managers and supervisory lawyers, 4-5.6 Restrictions on Right to Practice, 4-8.3. Reporting Professional Misconduct, and 4-8.4. Misconduct, as well as the quality of a law firm's practice management procedures.  Attendees will learn how to identify where their potential ethics and malpractice risk lies, and the systems they need to have in place BEFORE they are “left behind.”

Speaker: Chris Stiegemeyer, The Bar Plan Mutual Insurance Company, St. Louis
$75 additional registration 

9:50-10 a.m. | Break

10-11 a.m. | Plenary 1 | Paradise A/B
Nice lawyers finish first

Speaker: Legal Humorist Sean Carter, Mesa CLE, Mesa, AZ

11-11:20 a.m. | Break

11:20 a.m.-12:10 p.m. | Breakout 1A | Paradise A
To be or not to be: Is an expert required?

Presenters will discuss their experiences and share their expertise in using experts for the plaintiff (or the State) and the defendant.

Learning objectives: 

• When do you need an expert?
• How do you find an expert?
• How do you use an expert at trial?
• How do you prepare for an appeal?

Speakers: Hon. Deborah Daniels, 13th Judicial Circuit Court, Columbia; Brennan B. Delaney, Langdon & Emison Attorneys at Law, Independence; Jacob L. Kurtz, Kurtz & Buck LLC, Kansas City; Mark A. Emison, Langdon & Emison Attorneys at Law, Independence

11:20 a.m.-12:10 p.m. | Breakout 1B | Nautical Wheeler
Why an order of protection is more than just a family matter

Speaker: Nina McDonnell, McDonnell Appeals, LLC, Clayton

11:20 a.m.-12:10 p.m. | Breakout 1C | Room 62/63/64
Starting a practice bootcamp | What new lawyers need to know about marketing and social media
In today’s digital world, effective marketing and social media strategies are crucial for lawyers looking to grow their practice and engage with potential clients. This presentation will cover the essential aspects of online marketing, including building an attorney brand, understanding ethical considerations to comply with the rules of professional conduct, and utilizing social media platforms like LinkedIn, Facebook, and Twitter to enhance visibility with organic growth.

Learning objectives:

• Building a Strong Online Presence: Lawyers should focus on creating a professional and consistent online brand across websites and social media platforms, including LinkedIn, Instagram, Facebook, and Twitter, to attract potential clients and build trust.
• Understanding Ethical and Legal Guidelines: It's essential for lawyers to be aware of the advertising rules and regulations, and to comply with the rules of professional conduct to ensure that all marketing efforts are in compliance.
• Content Creation and Engagement: Lawyers can effectively use content like blogs, videos, and client testimonials to demonstrate expertise and connect with their target audience.

Speaker: Paige M. Sparks, Sparks Legal, Washington

11:20 a.m.-12:10 p.m. | Breakout 1D | Paradise B
Trust account rules and best practices - June 2025 edition
This program will provide attendees with a clear understanding of the trust account rules, address how to determine what goes in the trust account versus the operating account, give guidance on how to keep client trust account records, provide resources on how to do a self-audit to check for compliance in your office, accepting payments by credit card, flat fees, and more.  This program will also include a discussion on avoiding trust account scams.

Learning objectives:

• Lawyers will gain a deeper understanding of Rules of Professional Conduct 4-1.145, 4-1.15, and 4-1.155 governing client trust accounts.
• Lawyers will learn how to check for compliance with the Rules of Professional Conduct through a self-audit and ethics resources.
• Lawyers will learn the proper way to accept payments by credit card and how to handle flat fees.

Speaker: Melinda J. Bentley, Office of Legal Ethics Counsel & Advisory Committee of the Supreme Court of Missouri, Jefferson City

11:20 a.m.-12:10 p.m. | Breakout 1E | Parasol II
Litigating claims against financial advisors: Arbitration and beyond
David and Max will walk attendees through the steps necessary to effectively represent an investor in either court or arbitration, starting with a demand letter and ending with a long-shot motion to vacate.

Learning objectives:

• How to evaluate an expert and when to retain one.
• Avoid problems with statutory bars and limitations.
• How to determine the proper forum for your case.
• How to determine if an arbitration clause is subject to challenge.
• Comparing and contrasting different forums.

Speakers: David B. Cosgrove, Cosgrove Simpson, St. Louis; Charles 'Max' Simpson, Cosgrove Simpson, St. Louis

12:10-1:30 p.m. | Lunch | Windgate

12:30-1:20 p.m. | Lunch & Learn hosted by The Bar Plan | Paradise A
The Ethics and Malpractice Risks of AI
The Missouri Rules of Professional Conduct require lawyers to “keep abreast of changes in the law and its practice, including the benefits and risks associated with relevant technology”. This program looks at AI's impact on the profession and its ethics and malpractice considerations.

Learning objectives:

• Recognize the interplay between application of AI technology and The Missouri Rules of Professional Conduct.
• Understand the malpractice liability exposure of AI and how to manage that risk.
• Learn best practices for the installation and implementation of AI in their firm.

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

12:30-1:20 p.m. | Lunch & Learn hosted by RoadSafety.Law | Room 62/63/64
Efficiently working small injury cases like an expert…even when you aren’t 
Knowing the applicable regulations, issues, strategies and tactics can make all the difference for your client.

Learning objectives:

• Learn what to look for in your investigation to make it as effective as possible; 
• Learn what witnesses and experts will be or not be important; 
• Learn the steps to preserve and analyze records and information; 
• Understand the "transportation cycle" and responsibilities/functions of all the players; 
• Learn about the various insurance coverages and related strategies for the best outcome.

Speaker: David W. Ransin, Ransin Injury Law, Rogersville

12:30-1:20 p.m. | Lunch & Learn hosted by MyCase/LawPay | Paradise B
When the wheels come off: How to handle, respond and resolve an ethics complaint or grievance
Nothing strikes fear and anger in a lawyer's heart like receiving notice that a client has accused you of professional misconduct. Pause, and learn how to handle it properly. This presentation will lay out how to react, research, and respond. And how do you get ahead of it in terms of resolving the client's claims? An enlightening hour of information. 

Learning Objectives:

• Knowing best ethical practices for avoiding grievances in your daily practice.
• The most common grievances and complaints.
• The best methodology for preparing a response to any complaint.
• The appropriate and ethical way to seek resolution with a client without violating any other procedural rules.

Speaker: Claude Ducloux, National Director of CLE, Ethics, and State Compliance, Affinipay - LawPay, Austin, TX

12:30-1:20 p.m. | Lunch & Learn hosted by Filevine | Parasol II
Enhancing practice efficiency: Filevine legal technology insights for solo and small firms
Discover how Filevine can revolutionize your practice by streamlining case management, enhancing collaboration, and ensuring data security. This presentation will guide you through leveraging legal tech to improve workflow efficiency, boost communication, and access critical information securely from anywhere, empowering your solo or small firm to thrive.

Learning objectives:

• Streamline Case Management.
• Understand how Filevine's case management features can improve workflow efficiency, allowing firms to better organize, track, and manage their cases and client information seamlessly.
• Enhance Collaboration and Communication.
• Learn how to utilize Filevine's collaboration tools to facilitate effective communication within the firm and with clients, ensuring that all parties stay informed and updated in real-time.
• Improve Data Security and Accessibility.
• Discover how Filevine ensures data security while providing flexible access to important documents and files from anywhere, enhancing both the security and accessibility of sensitive legal information.

Speaker: Joshua Hostilo, Filevine, Salt Lake City, UT

1:40-2:30 p.m. | Breakout 2A | Parasol II
Motor vehicle insurance: Tips, tricks and nuances you need to make sure you find all the coverage you can for your client
Liability coverages are not always as obvious as you might expect, and without careful analysis of all the facts, issues, and policies, you risk overlooking recoveries your client deserves, or risk chasing coverage that you will not obtain.

Speakers: Blake I. Markus, Carson & Coil, PC, Jefferson City; M. Blake Heath, Heath Injury Law, LLC, Kansas City

1:40-2:30 p.m. | Breakout 2B | Paradise B
Avoiding ethical pitfalls in mediation and arbitration
We will review the ABA Model Rules of Professional Responsibility with special focus on issues in mediation, arbitration and negotiation. We will compare and contrast the ethics of attorney interaction with the judiciary against attorney interaction with mediators and arbitrators. We will explore third-party neutrals' ethical parameters and how those affect the attorneys and parties. The presentation will include examples of case law and studies.

Learning objectives:

• Best practice for preparation.
• Best practice for client interaction during mediation.
• How to walk away with no ethical dilemmas.

Speakers: Kim L. Kirn, Miles Mediation & Arbitration, St. Louis; C.J. Larkin, Miles Mediation & Arbitration, St. Louis

1:40-2:30 p.m. | Breakout 2C | Room 62/63/64
Truck and heavy equipment litigation: Current trends in potential recovery beyond driver negligence claims
Much of the focus at seminars and conferences where litigation with trucks and heavy equipment is addressed, centers on what can be categorized as driver negligence claims. While driver fatigue and other issues related to driver negligence are important to consider in this area of litigation, there are contemporary trends and design defects in today's trucks and heavy machinery that go above and beyond claims of driver negligence. These matters can include negligent hiring, product defects and design flaws, and the relatively new area of Collision Mitigation Systems, or CMS. This presentation will look at a full spectrum of those issues that are not usually covered when talking about trucking cases, and solo practitioners will learn more about potential recoveries for their respective clients in this area.

Learning objectives:

• Examining current trends in potential recovery beyond driver negligence claims.
• New themes like Advanced Driver-Assistance Systems and liability.
• Other "non-traditional" claims involving trucks that we see on the road today.

Speaker: Justin R. Watkins, Langdon & Emison Attorneys at Law, N. Kansas City

1:40-2:30 p.m. | Breakout 2D | Paradise A
Starting a practice bootcamp | Yakety, Yak! Do call back! The importance of client communication

Speaker: Sean Carter, Mesa CLE

1:40-2:30 p.m. | Breakout 2E | Nautical Wheeler
You SHALL remain silent… except - The do's and don'ts for when the estate planner becomes a witness (or defendant)
Our duty to protect the attorney-client privilege is paramount. But what happens when your communications with your client becomes key evidence in litigation? This seminar addresses the ethics rules regarding when and how an attorney can disclose otherwise privileged attorney-client communications. We will focus on real world scenarios when the attorney receives a subpoena (or worse, is sued), privilege and what lawyers can do to be prepared for when/if that happens. 

Speaker: Timothy F. McCurdy, The McCurdy Law Firm, LLC, Chesterfield

2:30-2:50 p.m. | Break

2:50-3:40 p.m. | Breakout 3A | Paradise A
Simplifying retirement plan options for small law firms
This presentation will provide a basic overview of the various retirement plan options that can be tailored to benefit small law firms.  The presentation will begin with an introduction to the importance of retirement plans, followed by a detailed overview of key retirement plan types that are available to small law firms, including SEP’s, SIMPLE’s, 401(k)s, Profit-Sharing Plans, and Defined Benefit Plans.  The presentation will include an introduction to the Secure Act 2.0, highlighting how this legislation enhances retirement savings opportunities and offers incentives for small businesses to establish and maintain retirement plans.  The presentation concludes with practical advice on plan implementation and administration, actionable steps for selecting the right plan, and a Q&A segment to address specific audience questions.

Speaker: James 'Jim' D. Maher, Archford Capital Strategies LLC, Swansea, IL

2:50-3:40 p.m. | Breakout 3B | Paradise B
Evidence at trial: Making a case for how to make your case
Trying a case is about telling a story, and creating a narrative, for your client. This CLE will provide tips for how to think about what you are trying to convey, and how to get your evidence admitted to support your side.  

Learning objectives

• Presenting your evidence at trial should be tailored to your jury, which includes taking discovery and turning it into exhibits.
• Talking to a jury includes using descriptive language, and not legalese. 
• Demonstrative exhibits are often powerful tools to more effectively convey what you want the factfinder to focus on.

Speaker: Allison Schreiber Lee, Sandberg Phoenix & Von Gontard, PC, St. Louis

2:50-3:40 p.m. | Breakout 3C | Room 62/63/64
Starting a practice bootcamp | The ethics of hanging out your own shingle: How to have positive client relationships and avoid complaints
In this session, I will discuss lessons from the disciplinary system's statistics, key ethical considerations when opening your own practice, and resources available to attorneys regarding their ethics' questions. 

Learning objectives:

• Discussing key terms of the representation at the beginning of the representation is essential to good client relations.
• Poor communication or lack of diligence upon the part of an attorney is a sure-fire way to have an unhappy client and possibly a complaint to OCDC.
• It is best to address ethics questions when they arise rather than ignoring them and hoping they go away.

Speaker: Nancy L. Ripperger, Office of Legal Ethics Counsel & Advisory Committee of the Supreme Court of Missouri, Jefferson City

2:50-3:40 p.m. | Breakout 3D | Parasol II
The GAL's role in juvenile cases

Speaker: J.C. Weyand, 22nd Judicial Circuit - City of St. Louis Family Court, St. Louis

3:40-4:10 p.m. | Break

4:10-5 p.m. | Breakout 4A | Parasol II
The who, what, where, and why of trademarks and copyrights
This session will provide you with an overview of the ins and outs of trademark and copyright law. We will discuss WHO trademark and copyright law affects and how, WHAT is a trademark and copyright, WHERE trademark and copyright issues arise, and WHY you should care as business owner AND lawyer.

Learning objectives:

• WHO trademark and copyright law affects and how.
• WHAT is a trademark and copyright.
• WHERE trademark and copyright issues arise.
• WHY you should care as a business owner and lawyer.

Speaker: Kelly Spann, TM Law & Associates, Florissant

4:10-5 p.m. | Breakout 4B | Nautical Wheeler
Making sense of your law firm's website statistics
Many attorneys and law firms have websites advertising practice. Most web site host platforms provide statistics tracking visitor behavior. The purpose of this program is to what the statistics mean and how they can be utilized to improve website content.

Speakers: Paul G. Henry, Denlow & Henry, St. Louis; Brian Douglass, Fuel Web Marketing, Columbia, SC

4:10-5 p.m. | Breakout 4C | Paradise A
Points relied on and other drafting pitfalls

Speaker: Nina McDonnell, McDonnell Appeals, LLC, Clayton; Hon. Alok Ahuja, Missouri Court of Appeals - Western District, Kansas City

4:10-5 p.m. | Breakout 4D | Paradise B
Nuts & bolts of probate
Whether you’re taking your first probate case or looking to expand your knowledge of the probate process, this session will walk you through the essential steps of probate administration in Missouri. Ideal for solo and small firm practitioners, this practical guide will help you build a solid foundation for handling probate matters with confidence.

We'll cover testate and intestate administration, supervised v. independent, determinations of heirship, small estate affidavits, and briefly touch on guardianship/conservatorship and probate litigation.

Speaker: Tiffannie M. Kennedy, The Probate Law Center, Kansas City

4:10-5 p.m. | Breakout 4E | Room 62/63/64
Starting a practice bootcamp | Starting a law firm with no clients: Ten strategies to launch your practice successfully
Starting a law practice without clients may feel overwhelming—but it’s not impossible. In this fast-paced, practical session, attorney Matthew Russell shares real-world strategies for launching a firm from scratch. This session will cover key steps to attract clients, market your services, and build a practice with staying power. You'll walk away with clear strategies, actionable advice, and a dose of honest insight from someone who’s been through it.

Learning objectives:

• Build a brand that earns trust - Learn how to create a clear identity and message for your firm that sets you apart from day one.
• Make connections that matter - Discover practical, low-cost ways to network, build referrals, and develop client relationships—even with no existing base.
• Market your services with purpose - Understand how to promote your firm effectively—online and offline—without wasting time or money.
• Get clients and keep them - Hear strategies for turning conversations into consultations and consultations into paying clients.
• Build a support system early - Explore smart ways to form your “team".

Speaker: Matthew A. Russell, MRD Lawyers, Springfield

5 p.m. | Meeting | Room 76
Friends of Bill W.

5-6 p.m. | Sponsor and exhibitor reception | Windgate Plaza
Sponsored by McDonnell Appeals, LLC

6-8 p.m. | Dinner | J.B.'s Boathouse Deck
Boathouse Bash dinner

6:30-8:30 p.m. | Bowling | Fin City Bowling
Bowling (four lanes for attendees and their guests to enjoy at no charge)

6:30-8:30 p.m. | Arcade | Fin City Arcade
Arcade (all games open for attendees and their guests at no charge)

8:30-10:30 p.m. | Nightcap reception | Parasol I
Nightcap reception with Karaoke

Friday, June 6, 2025
7 a.m.-1 p.m. | Exhibits | Windgate
Exhibit Hall open

7 a.m.-5 p.m. | Conference Registration | Paradise Foyer
Conference Registration

6:45 a.m.-8:10 a.m. | CLE @ Sunrise | Paradise B
Breakfast and attend CLE @ Sunrise
Must attend all sessions for full credit.

7:30-8:30 a.m. | Breakfast | Exhibit Hall

8:30-9:20 a.m. | Breakout 5A | Nautical Wheeler
The ethics of serving as a GAL
This program will help lawyers understand their ethical obligations when serving as a guardian ad litem by comparing and contrasting selected Standards with Comments for Guardians ad Litem in Juvenile and Family Court Division Matters and Rules of Professional Conduct. This program will apply those provisions through a variety of scenarios.

Learning objectives:

• The role of the GAL ethically.
• Communications when acting as a GAL.
• Confidentiality when acting as a GAL.

Speakers: Cassie J. Bugalski, Gump, Faiella & Bugalski, LLC, Moberly; Melinda J. Bentley, Office of Legal Ethics Counsel & Advisory Committee of the Supreme Court of Missouri, Jefferson City

8:30-9:20 a.m. | Breakout 5B | Room 62/63/64
Basics 101- Administration
Basics 101- administrative law procedures, exhausting your remedies, etc.

Speaker: Katie Jo Wheeler, Missouri Administrative Hearing Commission, Jefferson City

8:30-9:20 a.m. | Breakout 5C | Paradise B
Representing consumers in debt collection cases
This presentation will review how to most effectively and efficiently represent consumers in debt collection cases. 

Learning objectives:

• What types of cases are most common.
• What your best defenses are.
• Case law supporting your defenses.

Speaker: Stacey L. Meinen, Law Office of Stacey L. Meinen, St. Charles

8:30-9:20 a.m. | Breakout 5D | Parasol II
Developing your personal brand as an attorney
Whether you are a solo practitioner or work within a law firm, you need to create a brand that showcases your expertise, authority, and trustworthiness to your potential clients and professional network. This program will detail exactly how to do that in a step-by-step format.

When you are a solo or small firm, learn the best ways to get new clients and how to build a good reputation.

Speaker: Annette Choti, Law Quill, Lees Summit

8:30-9:20 a.m. | Breakout 5E | Paradise A
Jury trials
Trying jury criminal cases

Speaker: Travis L. Noble, Travis Noble, PC, St. Louis

9:20-10 a.m. | Break

10-10:50 a.m. | Breakout 6A | Paradise A
Harnessing collaborative power in legal tech for small players
In the vast ocean of legal technology, small law firms and law schools often feel like boats against the tide. The rapid pace of tech advancements can be daunting, especially when resources are limited. But what if the secret to navigating these waters lies not in competing alone but in joining forces?

This session aims to spotlight the transformative potential of multidisciplinary collaboration in leveling the playing field.

The Legal Technology Laboratory (LTL) serves as a shining example. Initiated by the University of Missouri Kansas City and backed by the Ewing Kauffman Foundation, LTL emerged from a fusion of diverse minds: tech-savvy legal experts, passionate access-to-justice advocates, and forward-thinking entrepreneurship educators.

Today, LTL stands as a beacon, championing the cause of collaborative innovation to tackle pressing societal challenges.

Speakers: Ayyoub Ajmi, University of Missouri- Kansas City School of Law, Kansas City; Kirsten F. Dunham, Executive Director, Mid-Missouri Legal Services, Columbia; Scott C. Stockwell, Ad Astra Legal LC, Lawrence, KS

10-10:50 a.m. | Breakout 6B | Room 62/63/64
Know what you don't know.  Identifying and running away from ERISA claims
Long-term and short-term disability, health benefits, life insurance and accidental death benefits are the most common types of employee benefits, most of which are governed by ERISA (Employee Retirement Security Act of 1974). The ERISA statute, its accompanying regulations and the ever-changing body of case law make for a complex path for claimants and their lawyers to navigate successfully. 

Learning objectives:

• General overview of these claims.  
• Identify the common mistakes attorneys make in ERISA cases. 
• Offer tips on how to avoid the hurdles in the law that makes winning these benefit claims so difficult for plaintiffs.

Speaker: Matthew R. Davis, Davis Olszeski, LLP, St. Louis

10-10:50 a.m. | Breakout 6C | Paradise B
Commercial motor vehicle cases are much more than "big car crashes"
Knowing the applicable regulations, issues, strategies and tactics can make all the difference for your client

Learning objectives:

• Learn what to look for in your investigation to make it as effective as possible.
• Learn what witnesses and experts will be or not be important.
• Learn the steps to preserve and analyze records and information.
• Understand the "transportation cycle" and responsibilities/functions of all the players.
• Learn about the various insurance coverages and related strategies for the best outcome.

Speaker: David W. Ransin, Ransin Injury Law, Rogersville

10-10:50 a.m. | Breakout 6D | Parasol II
Nuts & bolts on medical malpractice
We will discuss the elements of medical malpractice claims in Missouri with reference to statutory requirements and present key practice tips. 

Learning objectives:

• An understanding of the statutory requirements to bring and defend a medical malpractice claim in Missouri.
• The importance of securing all key experts as soon as possible to understand the strengths and weaknesses of the case.
• Doing your own review of all of the medical records (including the audit trail) is imperative.
• Spend time getting to know and preparing your clients, whether you represent the plaintiff or the defendant.

Speakers: Amy Collignon Gunn, Gunn | Slater, St. Louis; Erica B. Slater, Gunn | Slater, St. Louis

10:50-11:10 a.m. | Break

11:10 a.m.-noon | Breakout 7A | Parasol II
14 Family law issues that can impact your non-family law practice, and vice versa
As a non-family law attorney, it's important to understand how titling property, settling PI cases, transferring property, and other actions during a marriage can impact how property may be awarded and divided in a divorce. 

Learning objectives:

• Does signing a marital rights' waiver for property secure a spouse's separate interest in that property? 
• How can characterizing PI settlement monies affect a distribution of assets in a divorce? 
• How can findings or a consent in an order of protection affect issues in a divorce? 
• What if your client's name is on a bank account with his/her parent; is that discoverable in a divorce?

Speaker: Allison Schreiber Lee, Sandberg Phoenix & Von Gontard, PC, St. Louis

11:10 a.m.-noon | Breakout 7B | Paradise A
Presenting with purpose: Effective strategies for jury communication
How to prepare a case in talking to juries in civil and criminal trials.

Speaker: Kimberly Benjamin, Benjamin Law Firm, Belton

11:10 a.m.-noon | Breakout 7C | Paradise B
Ethics update from the Missouri Legal Ethics Counsel - June 2025 Edition
The Missouri Legal Ethics Counsel will provide an update on current ethics issues relevant to Missouri lawyers, including a discussion of recently published Informal Opinions. This program will also include a discussion of recently published opinions in disciplinary matters. An overview of resources for researching ethics questions will also be provided.

Learning objectives:

• A clear understanding of recent published Informal Opinions.
• To be better informed about compliance with the Rules of Professional Conduct.
• To understand from case law conduct that results in violations of the Rules of Professional Conduct and discipline.
• Resources for assistance with ethics questions.

Speaker: Melinda J. Bentley, Office of Legal Ethics Counsel & Advisory Committee of the Supreme Court of Missouri, Jefferson City

11:10 a.m.-noon | Breakout 7D | Room 62/63/64
Employee handbook - Does your firm have one and, if not, why your firm should consider
An employee handbook helps support compliance with federal, state, and local employment laws. If your law firm has more than one employee (contractors, vendors) or advises clients on employment matters, an employee handbook serves as a tool to communicate your firm's expectation, policies and procedures. Dr. Smith will dive into the key elements for an effective employee handbook and why your firm should consider having one and advise your clients to have one as well.

Learning objectives:

• Legal Compliance: An employee handbook helps ensure that the business complies with federal, state, and local employment laws. It provides a clear outline of the company's policies and procedures, which can help protect the business from legal disputes and claims of unfair treatment or discrimination.
• Clear Communication: It serves as a communication tool that clearly outlines the company's expectations, policies, and procedures. This helps employees understand their roles and responsibilities, which can reduce misunderstandings and conflicts.
• Consistency: Having a handbook ensures that all employees are treated consistently. It provides a reference point for managers and employees, which can help in making fair and consistent decisions regarding employee conduct and performance.

Speaker: Dwayne E. Smith, Workplace Law Solutions PC, Lees Summit

11:10-noon | Breakout 7E | Nautical Wheeler
Tax collections and ways to resolve delinquencies
The Department of Revenue has hundreds of thousands of tax liens filed across the state and is ramping up its enhanced collections program. This may include garnishments (wages, bank and brokerage accounts), executions, tax intercepts and injunctions to name a few remedies. Both individual and business tax debtors alike are affected. This program will present the options a taxpayer has in resolving tax disputes with the department including audits and collections and will provide the practitioner information to present options to their clients and what to expect from the Department.

Speaker: Michael S. Kisling, Missouri Department of Revenue, Jefferson City

Noon-1:10 | Lunch | Windgate
Come and enter to win prizes! Must be present to win.

1:10-2 p.m. | Breakout 8A | Paradise A
Smarter, faster drafting - From start to signature
Drafting documents is a pressure point in every law office.  Most lawyers draft new documents by finding old documents and modifying them to work for the next case or client.  This approach has a high margin of error, it’s inefficient, and there are superior, alternative methods.  In this seminar, you’ll learn how to find and consolidate the best of your firm’s intellectual capital in a way that increases drafting speed and accuracy.  I’ll lay out the roadmap for professional template-building (there’s a lot more to it than you think); and show you the spectrum of automation tools from the amazing things Microsoft Word is already capable of to document automation applications.  For document-intensive and transactional areas of practice, improved drafting methods directly impact the bottom line and improve client satisfaction.  Prepare to be amazed at the possibilities.

Speaker: Barron K. Henley, Affinity Consulting Group, Columbus, OH

1:10-2 p.m. | Breakout 8B | Nautical Wheeler
Preparing your client for mediation: Observations from the mediator

Speaker: Jonathan Marks, The Marks Law Firm, LLC, Creve Coeur

1:10-2 p.m. | Breakout 8C | Paradise B
Immigration law for the Missouri attorney
Immigration law overview for domestic, criminal and business practitioners.

Speaker: W. Michael Sharma-Crawford, Sharma-Crawford Attorneys at Law, Kansas City

1:10-2 p.m. | Breakout 8D | Room 62/63/64
Bedsores, broken bones and brain damage: Pursuing justice for victims of nursing home abuse and neglect
An overview of nursing home cases in Missouri, how nursing homes fail to provide proper care for their residents, how to pursue a legal case and how nursing homes defend legal cases.

Learning objectives:

• What to look for in a Missouri nursing home case.
• What to look out for.... Traps where you may do more harm than good.
• Key deadlines in a Missouri nursing home case.
• Practical pointers in pursuing a Missouri nursing home case in the era of unfair damages caps.

Speaker: David Terry, Terry Law Firm, St. Louis

2-2:20 p.m. | Break

2:20-3:10 p.m. | Breakout 9A | Paradise A
Style matters: How to control Microsoft Word’s most powerful feature
Microsoft Word combines all font and paragraph formatting into a feature called Styles. Then Word surreptitiously applies styles to every paragraph in every document (without your knowledge or consent); and the feature cannot be turned off. Since you cannot avoid styles while using Word, it is a good use of any Word user's time to learn about them. Unfortunately, using Word teaches you almost nothing about what Styles are, what they do, or how to control them. This seminar will demystify this subject and show you how they work, and how to control/customize them. Be prepared for many “a-ha” moments because an understanding of styles will also show you how to solve many Word formatting issues that may have frustrated you in the past.

Speaker: Barron K. Henley, Affinity Consulting Group, Columbus, OH

2:20-3:10 p.m. | Breakout 9B | Room 62/63/64
The basics of buy-sell agreements
Business partners have concerns about the death, retirement or divorce of a partner. To make sure there's a smooth transition following the departure of a partner, business owners rely on buy-sell agreements to help facilitate the succession of their business. This session will review the many factors to consider when creating an agreement. We will cover both redemption and cross-purchase structures as well as the various funding and valuation considerations that determine the purchase price. We will also cover the impact of the 2024 U.S. Supreme Court case, Connelly v. United States, that has upended buy-sell planning for many business owners. 

Learning objectives: 

• Succession triggering events.
• Discussion of the types of buy-sell agreements.
• Business valuation method to determine purchase price.
• Options/terms of the payment obligations under agreement.
•  Life insurance funding implications.

Speaker: Jeffrey D. Keiser, Archford Capital Strategies LLC, Kansas City

2:20-3:10 p.m. | Breakout 9C | Paradise B
Tech-savvy or tech-stagnant? Decoding legal competency in the digital age
It's been 6 years and 8 months since the Supreme Court of Missouri updated Rule 4-1.1 of Missouri’s Rules of Professional Conduct, underscoring the importance of lawyers keeping pace with technology. Despite this, much of the legal sector remains anchored in traditional methods. While there's a noticeable move towards integrating technology for routine tasks, the heart of legal practice is yet to fully embrace the technological wave. In this session, I'll delve into the present landscape of legal tech competency, particularly in the context of transformative elements like AI, heightened privacy concerns, and shifting economic patterns. Additionally, I'll challenge prevailing notions about the inherent tech proficiency of the modern generation and discuss strategies to genuinely assess and uplift tech expertise within our profession.

Speaker: Ayyoub Ajmi, University of Missouri- Kansas City School of Law, Kansas City

2:20-3:10 p.m. | Breakout 9D | Nautical Wheeler
The eyes never forget what the heart has seen
In working with the Maasai of Tanzania, Judge Crane learned to be open to a new way of thinking and through the insight of this ancient African proverb began a process to identify and be mindful of her own implicit biases which she uses in her professional life today. 

Learning objectives:

• Inherent and implicit biases, like assumptions, are needed to help us to attend to the task at hand. 
• The problem arises when they take us in the wrong direction, are unfair or harmful. 
• The wisdom of the African proverb, "The eyes never forget what the heart has seen" guides us in preventing this. 

Speaker: Hon. Sue M. Crane, 13th Judicial Circuit Court, Fulton

3:10-3:40 p.m. | Break

3:40-4:30 p.m. | Breakout 10A | Paradise A
Should I stay or should I go? Maximizing ROI for legal technology investments
Unlock the potential of your legal technology investments with our insightful session on Return on Investment (ROI). We'll delve into how to measure the financial benefits of your tech tools relative to their costs, considering factors like increased efficiency, reduced operational costs, and enhanced client satisfaction. Join us to learn how to evaluate the performance of your current products, assess new solutions, and establish a strategic foundation for future technology decisions. Equip yourself with the knowledge and tools to make the most out of your tech investments and drive your practice forward.

Speaker: Catherine Sanders Reach, North Carolina Bar Association, Chicago, IL

3:40-4:30 p.m. | Breakout 10B | Parasol II
From cloudy to clear: Navigating common title defects
Clouded title can bring even the smoothest real estate transaction to a halt—and for many individuals and families, resolving those issues can feel out of reach. This session introduces lawyers to practical, effective legal tools for clearing title and restoring confidence in ownership.

This course will walk through common title problems—such as the death of a grantee, divorce, unpaid judgment liens, tax liens, and more—and the legal remedies available to cure them. Attendees will gain a foundational understanding of actions like quiet title, partition, and adverse possession, and how to apply these tools in everyday practice. There will also be discussion of title issues involving estates and probate.

Speaker: Joseph A. Gagnon, Gagnon Law Firm, LLC, Plattsburg

3:40-4:30 p.m. | Breakout 10C | Nautical Wheeler
Square peg, round hole - A GAL pep talk
Learn what Judge Crane means when she describes cases with kids involved as the square peg, round hole dilemma and why GALs are so important. 

Learning objectives:

• This session is meant to be a pep talk for the unsung heroes that are GALs. 
• The square peg-round hole dilemma is often used to describe a difficult task, however, in this scenario it's not the difficulty of the task that's the problem but the fact that the square peg gets destroyed in the process. 
• When we recognize the round hole to be the law, the hammer to be the court and the square peg to be the child we see the damage that can occur even, in the best of circumstances.

Speaker: Hon. Sue Crane, 13th Judicial Circuit Court, Fulton

1:10-2 p.m. | Breakout 10D | 62/63/64
Top five time management strategies
Simon Law Attorney Katie St. John will be sharing her five go-to time management strategies that allow her to feel like she’s covering all her bases: staying connected to clients, marketing herself, meeting weekly goals, staying organized and holding herself and others accountable to timelines.

Learning objectives:

• How AI can cut down on workload.
• Week at-a-glance calendar.
• Marketing minutes.
• Delegation.
• Minimizing distractions.

Speaker: Katie St. John, Simon Law, St. Louis

5 p.m. | Meeting | Room 76
Friends of Bill W.

5-6 p.m. | Reception | Windgate Plaza
Sponsored by The Missouri Bar Insurance Marketplace

6-9 p.m. | Dinner & Casino Night | Paradise A/B
Dinner & Casino Night

Saturday, June 7, 2025
7-11 a.m. | Conference Registration | Paradise Foyer

7-8:10 a.m. | Breakfast | Exhibit Hall

8:15-9:05 a.m. | Breakout 11A | Paradise B
The two A's of implicit bias: Attorney and artificial intelligence (AI)
Attorneys face an increasing crisis to maintain an open pathway to social justice and provide equal access to the justice system. Our Professional Code of Conduct states that we are to advocate for social justice and equal access to the legal system. There are blockades that may stand in the way of being a beacon of legal hope. One such obstacle is implicit bias. Implicit bias occurs in every fabric of society and culture. Everyone possesses implicit bias. As attorneys, implicit bias may affect our cultural competence when we counsel clients and how clients react to us as attorneys. Compounding attorney's implicit bias is the increasing use of Artificial Intelligence (AI). Let’s take a deep dive into the two A's, the attorney's implicit bias and the use of AI in the legal system.

Learning objectives:

• Understanding the role of ethics in cultural competence and implicit bias.
• Deepen reflection on implicit bias as it relates to client representation.
• How Artificial Intelligence is integrated into the practice of law.
• Understanding the implicit bias that exists in Artificial Intelligence.
• Best practices and strategies for Attorney use of A.I.

Speaker: Sherilyn J. Tucker, Tucker Legal Services dba Your Estate Ally, St. Louis

8:15-9:05 a.m. | Breakout 11B | Parasol II
Immigration in the headlines
Immigration is the perfect confluence of law and politics, and has become very polemic in the United States as of late, since much misinformation, disinformation, and willful ignorance have come to cloud the conversation. Germán González Herrera and Rick Hein, both board members and past Presidents of the Hispanic Bar Association of Saint Louis, will speak on a few topics of interest covered under the very large immigration umbrella, with the intention of educating on this oft-misunderstood area, and an eye toward elevating the discussion based on law, facts, practice, and procedure.

Learning objectives:

• Family reunification processes.
• Visa and asylum processes.
• Removal processes.
• Current landscape.

Speakers: Richard B. Hein, The Hein Law Firm, LC, St. Louis; German A. Gonzalez Herrera, Gonzalez Herrera Law Firm, LLC, St. Louis

8:15-9:05 a.m. | Breakout 11C | Paradise A
What every solo/small firm attorney needs to know about Social Security 
This program will provide an overview of the Social Security disability program, disability criteria and provide an overview of the SSA Retirement program as well. As part of this overview the mySocialSecurity application will be introduced and explored. This program is for young, old, senior, and brand-new lawyers offering insight into what is most individuals' largest retirement source of income.

Speaker: Jeffrey J. Bunten, Jeffrey J. Bunten LLC, Chesterfield

8:15-9:05 a.m. | Breakout 11D | Room 62/63/64
Guardianship in Missouri: Common misunderstandings in guardianship law 

Speaker: Patrick Connaghan, UBGreensfelder LLC, St. Louis

9:05-9:20 a.m | Break

9:20-10:10 a.m. | Breakout 12A | Parasol II
Friendly takeover: Assuming ownership of an established practice - the dos and don'ts
When you spend your career building something of value, many people want to know it will live on in their absence. You want clients who have trusted your legal advice to have someone else to turn to that you feel confident will provide equally good advice. At the same time, someone stepping into your shoes wants to feel like they are building on something of value, that their efforts in the coming years will build upon an already stellar reputation. This session will discuss some of the ways each side can walk away feeling confident their goals are achievable when an established practice changes hands.

Learning objectives:

• Identifying a buyer/seller.
• Valuing the business.
• Sources of funding.
• Agreements to Consider.

Speaker: T. Nikki Mitchell, Mitchell, Brown & Associates, LLC, St. Louis

9:20-10:10 a.m. | Breakout 12B | Room 62/63/64
Causes of action to remove fiduciaries
This session will cover causes of action to remove fiduciaries, including personal representatives, trustees, and agents under powers of attorney.  Topics will include grounds for seeking removal of fiduciaries and the procedure for seeking removal.  We will also cover causes of action for recovering damages based on breaches of fiduciary duties.

Speaker: Timothy F. McCurdy, The McCurdy Law Firm, LLC, Chesterfield

9:20-10:10 a.m. | Breakout 12C | Paradise A
Legislative update

Speaker: Patricia M. Scaglia, Scaglia Law Firm, LLC, Independence

9:20-10:10 a.m. | Breakout 12D | Paradise B
Mediation advocacy: Best practices representing your clients
This session will be divided into best practice for attorneys representing clients before, during and after a mediation. The course will cover practical skills in preparing you, your client, and the mediator to improve opportunity for success at mediation, including choosing the right mediator and the timing of the mediation. Strategies during the mediation will be reviewed including brackets and Mediator Proposals. Post mediation suggestions for following up with the mediator after the mediation session for cases that do not settle at mediation.

Learning objectives:

• Learn key preparation strategies for a successful mediation.
• Learn techniques to move the parties to resolution during mediation.
• Best practices for following up after mediation for cases that do not settle the day of mediation.

Speaker: Robert Litz, Miles Mediation & Arbitration, St. Louis

10:30-11:30 a.m. | Plenary 2 | Paradise B
2025’s Best legal tech tips, tricks, services, gadgets and websites
The best of legal technology, AI, practice management, electronics, services and incredibly useful websites for lawyers. This rapid-fire hour is full of great ideas you can immediately incorporate into your practice for improving workflow, client service, efficiency and profitability. We’ll also provide you with tips for how to use your existing applications better (Word, Outlook, Acrobat, etc.).

Speakers: Barron K. Henley, Affinity Consulting Group, Columbus, OH; Catherine Sanders Reach; North Carolina Bar Association; Chicago, IL

11:30-11:45 a.m. | Closing Remarks | Paradise B
Closing remarks and grand prize drawing
Grand prize cosponsored by Altair Travel Agency

11:45 | Adjourn

Schedule as of 5/13/25

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.

Pass Details

Standard Pass
Early: $320* | Regular: $370
* Early rates end 5/6/2025

• Access to CLE sessions, panel discussions, and plenaries.
• Does not include the ability to live-stream sessions while attending conference onsite.
• Provided meals:
  • Thursday: Lunch, dinner, reception.
  • Friday: Breakfast, lunch, dinner, reception.
  • Saturday: Breakfast.
• Access to program recordings after the conference for one year (available approximately one-month after the conference). 
• NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias, or Kansas credit.

Virtual Pass 
Early: $320* | Regular: $370
* Early rates end 5/6/2025

• Virtual access to CLE sessions, panel discussions, and plenaries.
• Access to program recordings after the conference for one year (available approximately one-month after the conference). 
• NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias, or Kansas credit.

Paralegal/Legal Aid/State Public Defender/Prosecutor/MO Protection & Advocacy Services
In-person Pass | $250

• Access to CLE sessions, panel discussions, and plenaries.
• Does not include the ability to live-stream sessions while attending conference onsite.
• Provided meals:
  • Thursday: Lunch, dinner, reception.
  • Friday: Breakfast, lunch, dinner, reception.
  • Saturday: Breakfast.
• Access to program recordings after the conference for one year (available approximately one-month after the conference). 
• NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias, or Kansas credit.

Paralegal/Legal Aid/State Public Defender/Prosecutor/MO Protection & Advocacy Services
Virtual Pass | $250 

• Virtual access to CLE sessions, panel discussions, and plenaries.
• Access to program recordings after the conference for one year (available approximately one-month after the conference). 
• NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias, or Kansas credit.

Law Student
In-person Pass | $200

• Access to CLE sessions, panel discussions, and plenaries.
• Does not include the ability to live-stream sessions while attending conference onsite.
• Provided meals:
  • Thursday: Lunch, dinner, reception.
  • Friday: Breakfast, lunch, dinner, reception.
  • Saturday: Breakfast.
• Access to program recordings after the conference for one year (available approximately one-month after the conference). 
• NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias, or Kansas credit.

Law Student
Virtual Pass | $200 

• Virtual access to CLE sessions, panel discussions, and plenaries.
• Access to program recordings after the conference for one year (available approximately one-month after the conference). 
• NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias, or Kansas credit.

 

 

Sponsors & Exhibitors

Sponsors and Exhibitors

Exclusive Premier Sponsor

 

Platinum Sponsors
     

 

 

 

Gold Sponsor
Drink Ticket Reception and Keep the Coffee On Sponsor

Gold Sponsor

Silver Sponsors

  

Bronze Sponsor  
Exhibitor Reception Sponsor 

Bronze Sponsor
Wifi Sponsor 

Bronze Sponsor
Grand Prize Co-Sponsor

Bronze Sponsors

 

     

Exhibitors
Above the Bar Marketing
Bob Sutton Real Estate and Loans LLC
Boyd Harris Companies
Clear Numbers Bookkeeping
Duck Hunts Records
Edward Jones
Fuel Web Marketing
GoldFynch eDiscovery
Hampton Chocolate Factory
Harley Accounting
Jeffrey J Bunten LLC
Kliethermes Research LLC
KZ Consulting
Legalfit 
Lexitas
Midwest Data Center
Missouri Lawyers' Assistance Program
Missouri Legal Services 
Missouri State Public Defender - Contract Cases for Private Attorneys
Pearl Insurance
PracticePanther
ProSites Legal
Quantum Core Medical
Smokeball
Spectrum Accounting & Payroll
St. Louis Center for Cognitive Health
TL Cashman Legal Nurse Consultants
vLex Fastcase

 

Conference Lodging Rates

             

 

Margaritaville Lake Resort Lake of the Ozarks
494 Tan Tar A Drive | Osage Beach, MO 65065
Phone: 573-348-3131

Resort & Estate Complex Rates
Guest Room $164
1 Bedroom Suite $399
2 Bedroom Suite $509
Rates are per night, plus tax and resort fee.

Resort Complex guest rooms and suites are in interconnected buildings within walking distance of meeting rooms, resort dining and recreation.

Estates Complex guest rooms and suites are approximately 10 minutes away from the Resort Complex; a free shuttle is available.

Click on the following link to reserve your sleeping room with the code SOLO
https://irm.margaritavilleresortlakeoftheozarks.com/irmng/index.html?g=SOLO.
Or by calling 1-800-826-8272 and providing the agent with group code SOLO or mentioning that you are attending the MOSOLO Small Firm Conference.

Conference lodging rates end May 6, 2025, or when the block is filled, whichever occurs first.

Group rate is available two days before and after the conference dates, subject to availability. 

Additional Meal Ticket Information

Additional meal ticket pricing:

All meals for children 12 and under are free.

Thursday dinner ticket - adult 13 and over - $30.00

Friday breakfast ticket - adult 13 and over - $30.00

Friday dinner ticket - adult 13 and over - $30.00

Saturday breakfast ticket - adult 13 and over - $30.00

If you would like to purchase additional meal tickets at a later date once you have completed the registration process, login to your MoBarCLE account, locate the 2025 MOSOLO Small Firm Conference, and click on the blue "Buy the Add-On" button. 

If any of your additional meal tickets require dietary restrictions, please contact us at mobarcle@mobar.org.

Scholarships

Thank you to our generous scholarship sponsors!

Application Deadline | April 25, 2025
Recipient Notification | May 9, 2025
***Unless otherwise noted

MoBarCLE | MoBar Practice Management Scholarships

• Covers a Standard Pass or Virtual Pass for the 2025 MOSOLO Small Firm Conference.
• Applicant requirements:
  • Solo or small firm practitioner.
  • Open to new and past attendees.
  • Applicants must demonstrate financial need

Application: MoBarCLE | MoBar Scholarships

MoBarCLE Financial Hardship Assistance 

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.

MoBarCLE Financial Hardship Application 

Bob Sigoloff Memorial Scholarship 

Covers a Standard Pass for the 2025 MOSOLO Small Firm Conference and two nights of lodging at Margaritaville Lake Resort.

Applicant requirements:

• Solo or small firm practitioner.
• Has attended no more than two MOSOLO Small Firm Conferences.
• To honor the spirit of Bob Sigoloff, the application should describe how attendance will help you further your commitment to promoting a sense of family, camaraderie, and collegiality among attorneys.

Application: Bob Sigoloff Memorial Scholarship

Clay County Bar Foundation Scholarship
Provided through the Clay County Bar Foundation

• Covers a Standard Pass for the 2025 MOSOLO Small Firm Conference
• Applicant requirements:
  • Applicant must practice in the Kansas City area

Submit application letters to:  
Douglass F. Noland
Noland Law Firm, LLC
34 Westwoods Drive
Liberty, Missouri 64068
816-781-5055 / fax 816-781-5216
Email: doug@nolandlawfirm.com

   

Cancellation Policy

2025 MOSOLO Small Firm Conference Registration Cancellation and Refund Policy

• All cancellation and refund requests must be in writing to mobarcle@mobar.org. 
• A full refund of the registration fee will be issued if we receive your written cancellation by May 28, 2025. 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 May 28, 2025. You will have access to electronic course materials.
• A $40 processing fee will be charged if you change delivery methods (from in-person attendance to virtual attendance or vice versa) after May 28, 2025.

ADA Accommodations

If you request accommodations addressed by the American Disabilities Act, email your request to mobarcle@mobar.org at least three weeks prior to the program.

Photo/Video/Comments Permission

MoBarCLE may take photos and video at this program. By attending, you give The Missouri Bar permission to use images or audio captured at these programs, as well as any written comment on evaluation forms, in any electronic or printed communications by The Missouri Bar and for any educational, advertising, and promotional purposes. You agree to release The Missouri Bar, its employees, agents, and designees from liability for any violation of any personal or proprietary right you may have in connection with such use.

Health and Safety Information

The Missouri Bar takes the safety and well-being of its members, the public, and its employees very seriously. We continue to monitor the latest public health updates. We will inform you of any changes to events that affect you. This includes any cancellation notices or changes to venue, format, or safety guidelines.

We encourage all attendees of Missouri Bar events to be aware of and follow public health guidelines for large gatherings. Help us keep everyone in attendance safe by not attending an event if you are ill or believe you may be contagious. Be respectful of the personal comfort level of other attendees when it comes to physical distancing, including shaking hands or other gestures common in networking environments.

By registering for and attending a Missouri Bar event, you agree to take reasonable health and safety precautions and to abide by The Missouri Bar’s posted meeting guidelines.

Please also be advised that, pursuant to RSMo. 537.1005, effective Aug. 28, 2021, “under Missouri law, any individual entering the premises or engaging the services of the business waives all civil liability against the individual or entity for any damages based on inherent risks associated with an exposure or potential exposure to COVID-19, except for recklessness or willful misconduct.”

Please contact The Missouri Bar with any questions or concerns.

Program Guide

Plan your conference experience with the Program Guide!