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2020 Half-Day CLE: How to Run Your Law Practice Like a Business

  • 22 Oct 2020
  • 12:00 PM - 4:15 PM
  • Zoom


Registration is closed
Register with the Austin Bar for the Zoom link here!!  https://www.eventbrite.com/e/solo-small-firm-section-half-day-cle-tickets-113687038994


Annual HALF DAY CLE Seminar:

How to Run Your Law Practice Like a Business

Thursday, October 22, 2020

2.75 hours CLE credit (1.0 ethics credit) and Networking

Cost:  $50 for Members, $75 for Non-members

Thank you to our sponsors She Spies PI  and Daniels-Head Insurance Agency, Inc  for sponsoring this event!

She Spies Private Eye, Inc., established in 2003 by Anji Maddox, is a full-service private investigation company. They are dedicated to using their extensive knowledge and experience coupled with the most cutting-edge, technologically advanced investigative tools and resources.

Founded in 1954, DHIA is a family owned and operated insurance agency based in Austin, TX. Daniels-Head Insurance Agency helps insure law firms with professional liability, cyber, and other commercial insurance products.

Daniels-Head Insurance Agency is rated the #1 liability insurance company in the U.S. on TrustPilot *as of 9/1/2020


1. Automation: A Practical Tour. Speaker Joshua Weaver

How to immediately start automating your most time consuming and annoying work chores.

In this automation talk we’ll briefly cover the core principles of how to think like a process improver and how to identify and break down processes that are ripe for automation. Then, we’ll walk through a practical demonstration detailing every step of automating a typical client relations chore.

2. CyberSecurity Basics for Texas Lawyers. Speaker William Smith

This presentation outlines the ethical obligations requiring cybersecurity measures for all lawyers practicing in Texas, provides an overview of the components of an information security program, and describes specific settings for Windows and MacOS devices that solo and small firm lawyers can enable to make their practice more secure. The emphasis is on actionable measures that users of all levels can implement.

3. Developing a marketing plan for your business. Speaker Cindy Brummer

You are not your customers! Business owners, including solo attorneys, often fall into traps by assuming that the people who need their services look and act just like them. This can lead to marketing plans and strategies that are not effective – costing you time, money and causing you a lot of frustration.

The best way to start a marketing plan is to understand your customers. With some simple techniques and an open-mind, you can learn about your customers and use that knowledge to drive more clients.

4. Panel Discussion: Innovative Law Practices. Moderator: Joseph Gagen

Panelists will answer questions on a wide array of practice arrangements and marketing strategies. Audience members will be encouraged to share any innovative practices they use as well.

Topics include solos practicing together using a combined name, building a niche practice, ways of effectively managing overhead to reduce costs, limited scope representation, practicing law by assisting other lawyers, effective use of freelance paralegals

Don Carnes, Office of Donald F. Carnes, P.C., panel member.

Brad Houston, Law Office of Bradley Houston, panel member.

Hilton Moore, Law Offices of Hilton K. Moore, panel member.

Tracia Lee, www.tleelaw.com, panel member.

May Yia Yang, Probus Law Firm, PLLC, panel member.

Garrett Meyer, Litigation Paralegal, panel member.

Speaker Bios:

Joshua Weaver is an attorney-preneur, technologist, and writer. He is interested in universal access to justice, politics, technology driven innovation, and fitness. Currently serving in-house managing operations and growth strategy at Williams & Brown LLP. Former programs coordinator and marketing specialist at Baylor Law. Principle of two technology consulting companies. Joshua holds a Juris Doctor and Bachelors of Philosophy from Baylor. In his free time, Joshua is currently tinkering with applications of virtual reality to occupational therapy and legal advocacy training.

William Smith is Assistant General Counsel of Business Talent Group, LLC (BTG), the leading marketplace that connects independent management consultants, subject matter experts, and executives with global companies to solve their biggest business problems. He leads BTG’s data privacy compliance, employment law, and commercial agreements activities. In addition, he closely supports BTG’s General Counsel on fundraising transactions, governance and investor matters, and risk management. He is a member of the Council of the Computer and Technology Section of the State Bar of Texas. He holds a BA from the University of Cambridge and a JD from the University of Texas School of Law.

Cindy Brummer is the Creative Director and founder of Standard Beagle Studio, a user experience design and development agency based in Austin. She founded Standard Beagle in 2012 after five years of freelancing and working as an in-house web designer and developer, and she has more than a decade of experience as a digital designer and developer.

Cindy graduated from the University of Texas at Austin with dual degrees in Broadcast Journalism and History. She was a Senior Fellow in the UT College of Communication and worked part-time at Texas Student Television throughout her college career. She is continually learning. Cindy has earned a Micromaster’s Certificate in Design Thinking through the Rochester Institute of Technology. In 2017, she completed an intensive product management certificate through General Assembly. She is currently working on her Masters of Professional Studies in User Experience Design with the Maryland Institute College of Art.

A believer in being an active member of the community, Cindy is president of the Metropolitan Breakfast Club, Chair of Global Grants in the Rotary Club of Austin, Vice President of Government Relations for the Austin Chapter of the American Advertising Federation, Vice President of Operations for Austin IIBA, and a Nutcracker docent for Ballet Austin, among others.

Outside of Standard Beagle, she teaches UX/UI design as an adjunct professor at The University of Texas at Austin and coaches boxing as a Level 1-certified USA Boxing Coach for the YMCA of Austin.

Don Carnes practices primarily in the fields of estate planning, estate and trust administration, and guardianship.  He is Board Certified in Estate Planning and Probate Law by the Texas Board of Legal Specialization, a Fellow of the American College of Trust and Estate Counsel, and is frequently “honored” with Probate Court appointments as a guardian ad litem, attorney ad litem or estate administrator.
Don attended Cornell University and the University of Texas at Austin as an undergraduate, the University of Texas for a graduate degree and the University of Texas School of Law for his law degree.
Don has served as president of the Board of Family Eldercare, Inc., and Chair of the Estate Planning and Probate Section of the Travis County (now Austin) Bar Association, and has served on various community boards and committees.  Away from work he is an obsessive runner and age group competitor.
Brad Houston established the Law Office of Bradley Houston in January 2009. His practice includes personal injury and appellate law, with an emphasis on bicycling and trucking cases. He has tried more than 50 trials, over 30 before a jury. He has successfully defended trial court decisions at both the state and federal appellate level.
He graduated from California Western School of Law, San Diego, California, Juris Doctor, cum laude in 1990, and was admitted to the Texas Bar in 1992.
He proudly claims the title as The Cycling Lawyer as both his passion and his law practice focus on cycling and Austin’s cycling community.
Hilton Moore opened his practice, Law Office of Hilton K. Moore, in 1996. He provides representation in the areas of Family Law / Divorce, and Estate Planning / Wills, and also serves as a Mediator.

He is a graduate of the University of Texas School of Law. He is a referral attorney with Volunteer Legal Services of Central Texas and received the J. Chrys Dougherty Pro Bono Award in 2007. He is past president and board member of the YMBL Austin Sunshine Camps and former cub master of Cub Scout Pack 55.
Joseph Gagen established his current practice in 2014 in the estate planning and probate areas and has been a licensed attorney for more than 37 years. He is admitted to practice before the Supreme Court of the United States as well as Texas state courts.
He is a member of the Solo/Small Firm Section of the Austin Bar Association and is a past member of the board of directors of the Estate Planning and Probate Law Section.
On the advice and encouragement of Houston Attorney James Brill, he started the meeting group, Solos Supporting Solos Austin in November 2014. Solos meets at 7:30 am, every third Thursday of the month, at Rudy’s BBQ on 39th and Lamar. All Solos (or considering becoming a solo) are welcome to attend.
Tracia Lee focuses on legal research and writing for solo and small firm litigators and handling civil appeals. She helps attorneys who do not have the time, resources, or desire to draft the various motions, responses, and briefs that come with litigation. Ms. Lee has been licensed since 1999. Before opening her legal research and writing practice, she litigated cases for a mid-sized insurance defense firm, so she brings a practical perspective to litigation strategy. She received her undergraduate and law degrees from the University of Texas at Austin. 

May Yia Yang is an attorney with Probus Law Firm, PLLC.  She went to The University of Texas at Austin as an undergrad and Rutgers University – Camden, NJ for law school.  She started her law career as a judicial law clerk for Ocean County Superior Court of New Jersey. She moved back to Texas and has been practicing in Austin, Texas since 2007 focusing initially on family law, but then expanded to probate, guardianship and estate planning. She is a certified attorney ad litem taking court appointments in both Travis and Williamson Counties on probate and guardianship cases. She served as co-chair of the State Bar of Texas’ Civil Committee of Legal Services for the Poor from 2012 to 2019.  She regularly takes pro bono cases from VLS and Family Eldercare.
Garrett Meyer is a freelance litigation paralegal.  He has held nearly every role as litigation support and law firm management staff. He has worked for government agencies, large corporate law firms, and boutique law firms in various capacities, including as a member of the trial team. He has routinely been in the “hot seat” during trial and is proud to have been a member of the team that secured the largest civil litigation judgement in the history of the trial jurisdiction.
Garrett is a United States Army Veteran who served for six years on active duty as a member of the Military Police Corps. He has multiple overseas tours and is highly decorated for his service. While in the Army, he created and adapted to various leadership and organizational models that provided the foundation for his expertise in creating perpetually successful organizations.
After leaving the military, he returned to school at the University of Nevada, Reno where he completed both his bachelors and master’s degrees. Garrett completed his education endeavors while working for the District Attorney in his local community. His master’s degree in Judicial Management has helped him to create custom programs that have helped law firms save money and become more efficient.
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