Solo and Small Firm Summit


Join the MSBA Solo and Small Firm Practice Section on Day 4 of the MSBA Legal Excellence Week, as they present their annual signature event, the Solo and Small Firm Summit on Friday, November 18, 2022 at 9:00 am!

Learn new and practical approaches to being the CEO of your law firm. Attendees will hear from keynote speaker Lanny Davis, Esq. who served two presidential administrations and will cover how to handle publicity strategically in your cases while maintaining attorney-client privilege. You’ll hear from other top faculty about using modern communications systems for success and problem solving, how to use strategic financial planning for your firm’s success, building a secure and efficient tech stack to make life easier for you, your staff and your clients, and more! Registrants will be able to access the Solo Summit as well as the new Ethics, Professionalism and Civility Symposium that is running concurrently on the same day! Both programs will close with an entertaining plenary session from attorney and improvisational talent Joey Novick who will demonstrate how improv skills can help attorneys in trial, mediation and business transactions. 

With the Legal Excellence Weekly Pass, you can attend one program, or all programs, in person or virtually, with nearly 40 hours of Learning and Accredited CLE. Plus you can access all programs on-demand for 90 days after the event! See details and savings HERE. Legal Excellence Week is free for Passport Members!

COVID Guidelines & Protocols

The MSBA is committed to holding a safe event for all participants, and is following all CDC, Federal, State, and Local regulations, as well as venue requirements.  As of today, the MSBA encourages attendees to be vaccinated as the CDC notes this is the best way to avoid contracting COVID and preventing serious disease. 

In accordance with CDC guidelines, faculty or attendees that have tested positive for COVID within 5 days of their in-person presentation, are experiencing any symptoms consistent with COVID, including fever, cough, sore throat, new loss of taste or smell, or shortness of breath, should not attend the in-person event. If you’ve been exposed to someone with COVID within the ten days prior to LEW but are symptom free per the above criteria, we ask you to mask while in the venue. 

These guidelines may change if the CDC or other agencies, or the venue noted above change their recommendations.

Course Level
Professional Area of Focus
General Practice
Law Office Management
New Members
Young Lawyers
CLE Field of Study
Regulatory Ethics
Continuing Education Legal Credit
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
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Event Information
Nov 18, 2022
9:00 am - 4:00 pm EST
Live! Casino and Hotel
7002 Arundel Mills Cir
Hanover, MD 21076 US
Total CLE Credits
In-Person + Webcast Live


Day 1

9:00 am
Keynote Speaker: Why Attorneys Need to Learn to Talk to the Media

Lanny Davis, Esq., Co-Founder and Partner at Davis, Goldberg, Galper PLLC; Co-Founder and Partner at Trident DMG

There should be no ethical or professional reason why any attorney doesn’t have the right – or even, the professional obligation – to correct the record when a client has been inaccurately attacked in the media.  Rebutting distortions with facts in the media should never be an ethical issue or offensive to any judge who questions why an attorney is quoted in the media: So long as the words are factual, and the purpose is to correct the record. In this interactive session, learn practical tips for dealing with publicity strategically to aid your client.

10:00 am
10:15 am
The Intelligent Practitioner: Modern Communication for Success and Problem Solving

Claude E. Ducloux, Esq.

This practical session will cover intentional communication with clients and opposing counsel, as well as how to see yourself as a problem solver from the beginning of intake with a client through resolution of a case. Learn practical approaches to issues such as defining the scope of representation, discussing fees, expectations for communication, safekeeping property, managing difficult clients, avoiding fee disputes, computer settings mistakes to avoid and more. A compendium of potential fee agreements will be part of the handouts for this session.

11:15 am
11:30 am
Choosing a Tech Stack and Secure Processes for Your Firm to Make Life Easier for You, Your Staff and Your Clients

Craig Bayer, Netdocuments/Optiable

12:30 pm
1:45 pm
Financial Management for Law Firms

Joseph Novello, CPA, MBA

This seminar will give the solo or small law firm insight into its financial management and provide simple, yet powerful tools to obtain its goals. Case studies and examples are used throughout the seminar to provide easy to understand illustrations. Topics will include:

  •   How to use your firm’s income statement as an important financial tool
  •   The 4 steps in the financial planning process
  •   Revenue planning and setting billing rates
  •   Analysis of costs and how to minimize risks
  •   Cash flow vs income
  •   Capital budgeting tools
  •   Important metrics to monitor financial performance
  •   The operating cycle and how to monitor and improve cash flow
2:45 pm
3:00 pm
Closing Plenary Session: “The Improvisational Lawyer”

Joey Novick, Esq.

Applied improvisation can enhance the legal skills necessary for successful trial attorneys, mediators, and transactional attorneys to be persuasive storytellers and collaborators. Enjoy this humorous and practical session and learn how the theories of improv can help your lawyering skills.

4:00 pm
Program Adjourns


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Solo and Small Firm Summit