2022 Solo & Small Firm Summit


2022 Solo & Small Firm Summit

The 2022 Solo & Small Firm Summit is Friday, March 18th, 2022 on Day 5 of the MSBA Legal Excellence Week! The Summit will feature three Learning Tracks designed to help you Start, Run and Grow your solo or small firm legal practice.  Learn about choosing a business entity, accounting 101, marketing, tech tips for practice management, getting paid without getting into trouble, and more!

Safety is Our Priority

In light of the surge of COVID cases and hospitalizations across Maryland and beyond, the MSBA has made the difficult decision to hold Legal Excellence Week and all related programs 100% virtually.

Attend Your Way – Connect With Everyone

Access everything this program has to offer from theMSBA Learn App.  Attend sessions, participate in polls, and find, connect, and chat with sponsors, presenters, and attendees.

Plus, you can access all of the content  for up to 90 days after the Event

We know you’re busy!  So if you can only join us for the morning or afternoon session, don’t worry!  You’ll have access to the entire Solo and Small Firm Institute for 90 days after the event to enjoy when you have a moment and when it’s most convenient for you.

Want More?

Check out the Legal Excellence Weekly Pass, for one low price you can access all Programs & Conferences.  See details and savings HERE.

Missing in person?

Event Information
Mar 18, 2022
8:30 am - 4:30 pm EDT
Total CLE Credits
Up to 5 Credits


DAY 1 of 1 March 18, 2022
9:00 am
Session #1

Start Your Practice: Getting Started 

Speaker: Jane Santoni, Esq., Santoni, Vocci & Ortega, LLC


RunYour Practice: Technology Tips for Solo & Small Firm Practice

Speakers:  Dave Pantzer, Esq., Maryland Legal Services Corporation, Leland  Sampson, People’s Law Library, Maryland State Law Library, Shawn Levin, Avid Practice


Grow Your Practice: Law Firm Marketing 101 

Speaker: Jeff Zelaya, VP of Franchise Development, Hite Digital

10:00 am - 10:10 am
10:10 am - 11:10 am
Session # 2

Start Your Practice: Your Money or Your License? (1.0 ethics)

Speaker: Irwin Kramer, Esq. 


RunYour Practice: Engagement Ethics: Duties and Responsibilities for All Attorneys When 

Contracting with Clients (1.0 ethics)

Speakers: Todd C. Scott, VP Risk Management, Tré Critelli, Esq., Kiernan Waters, Esq., MPA 


Grow Your Practice: Building a Team 

Speaker: Jessica Markham, Esq., Markham Law Firm

11:10 am - 11:20 am
11:20 am - 12:20 pm
Session # 3

Start Your Practice: How New Firms Can Improve Efficiency and Increase Productivity to Grow

Their Business

Speaker:  Mark Petrolis, Esq., Senior Account Manager, and In-house Counsel 


Run Your Practice: Cybersecurity Basics – What Solo & Small Firms Need to Know 

Speakers: Kambon R. Williams, Esq., Matthew A.S. Esworthy, Esq. 


Grow Your Practice: Taking Your Practice to the Next Level – Defining Your Ideal Client?

Speaker: Johnine Clark, Esq. 

12:20 pm - 1:20 pm
1:20 pm - 2:20 pm
Session #4

Start Your Practice:  Top Ten Ethical Mistakes by New Attorney (1.0 ethics)

Speaker: Lydia Lawless, Esq., Bar Counsel


Run Your Practice: Practice Management Session

Speakers:  Nefra MacDonald, CLIO, Gregory Kline, Esq., Law Office of Gregory Kline, LLC 


Grow Your Practice: Surviving & Thriving as a Small Firm Lawyer (NOTA)

Speaker: Gavin Musynske, Head of Sales, Nota by M&T Bank

2:20 pm - 2:30 pm
2:30 pm - 3:30 pm
Practicing at Your Best. Make Self-Care a Priority, Not a Luxury

Speakers: Lisa Caplan, LCSW-C and Kathleen Hanlon Sinclair, Esq., Silverman Thompson Slutkin White