Our Events

Take advantage of the opportunity to join us for law office management sessions especially designed for solo and small firm practitioners.

Upcoming Events

Diversity in the Workplace

Westlake Lawyers Provisors Affinity Group

Spring 2024

10 Foolish Ways Law Firms Lose BIG Money

Orange County Lawyers and Legal Professionals Provisors Affinity Group

Thursday, September 5, 2024

Previous Conferences for Solo Attorneys and Small Firms

Financial Issues: Client Funds and How to Properly Handle Them

San Mateo County Bar Association [SMCBA]

Friday, January 24, 2024

Software Automation

 Law Office Manager

Thursday, September 21, 2023 

  • How to evaluate the specific automation software capabilities, benefits, and options.
  • How to choose the software automation solution that best fits the needs of your law firm.
  • How to develop a clear, practical implementation plan.
  • How to avoid common but often costly mistakes.

 

Trust Accounting and Management Reports

Association of Legal Administrators 

Tuesday, July 18th 2023

Trust Accounting and Your Responsibilities under the New Client Trust Account Protection Program [CTAPP]

ProVisors Lawyers Affinity Group LA

April 14th, 2023

Trust Accounting and Management Reports

Law Office Managers

December 10, 2022

Electronic Records Retention

Contra Costa County Bar Association

Roundtable, October 26, 2021

2019 Attorney Conference

GGU School of Law

Law Office Management Essentials for solo and small firms.

Law Firm Financial Reporting: Beyond the Budget

Attorney Action Club

July 18, 2019
45 minute presentation

From the Inside Out – What Are The Internal Factors That Drive Success and How Can you Take Control of Them?

Association of Defense Counsel of Northern California & Nevada Law Firm Management Seminar

August 18-19, 2017

The Legal Landscape: Past, Present & Future – for the Legal Professional

San Francisco Legal Professionals Association

July 19, 2016

Global Software Automation

Aliant Company Conference

Helsinki

September 22, 2023

New Solo Checklist to Open and Run a Firm

California Lawyers Association

2023 Solo and Small Firm Summit

 1 hour MCLE Credit

 Diane L. Camacho, CLM & Joshua M. Bonnici, Esq.

 Friday, June 16th 2023 

Trust Accounting: Are you ready to certify your compliance?

ProVisors Affinity Group East Valley

March 16, 2023

Trust Accounting & Management: Are you ready to certify your compliance?

The Bar Association of San Francisco

February 28, 2023

Handling Difficult Conversations in a Law Firm

Northern Santa Barbara County Bar Association

October 27, 2022

Engagement Agreement Updates

Contra Costa County Bar Association

Roundtable, August 24, 2021

Dealing with Difficult Situations

Napa County Women’s Bar Association

August 14, 2019

2018 Attorney Conference

GGU School of Law

Law Office Management Essentials for solo and small firms.

Law Office Management

San Francisco State University

February – May, 2017

The Law Office Manager’s Guide to Advanced Hiring Techniques

Law Office Manager (Webinar)

May, 2017

10 Foolish ways law firms lose BIG Money

ProVisors Affinity Santa Rosa

 

  • Keeping caustic employees
  • Decision Paralysis
  • Trust account rules
  • Making bad decisions and not changing it 

 

Friday, August 4th 2023

Attorney Trust Accounting

San Mateo County Bar Association

Elks Lodge San Mateo

 

April 20th, 2023

Trust Accounting: Your Responsibilities under the New Client Trust Account Protection Program [CTAPP]

Contra Costa County Bar Association

February 10, 2023

Trust Accounting & Software Automation

ProVisors Affinity Group

October 18, 2022

2020 Breakfast Series

San Mateo County Bar Association

Legal Practice Management for solo and small firms.

Difficult Situations in a Law Firm? Never!

San Francisco Legal Professional Association

July 23, 2019

2017 Attorney Conference

GGU School of Law

Law Office Management Essentials for solo and small firms.

Financial Reporting for Small Firms

Knowledge to Leadership Conference, Associations of Legal Administrators, Golden Gate Chapter

March 17, 2016

Client Information: Is It Secure In the Cloud?

San Francisco Bar Association

April 21, 2016

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