DLC Consulting Services and Golden Gate University School of Law
Law Office Management Essentials
The San Francisco Conference for Solo and Small Law Firms
Take advantage of this resource opportunity and join us on March 9th for a one-day law office management essentials conference especially designed for solo and small firm practitioners. Learn best practices from companies partnering with solo and small firms and take away solution-oriented information regarding products and services that you can immediately use to more effectively manage your firm. Network with attorneys from like-sized firms during our noon roundtable luncheon and our cocktail reception at the end of the day. CLE credit will be given for appropriate programs.
7:45 – 8:00 Registration
8:00 – 9:15 Welcome and Keynote – Analyzing the Language of Bias*
9:15 – 10:30 Marketing & Business Development Checklist
10:30 – 10:45 Break
10:45 – 12:00 Professional Liability Insurance – A Perspective for the Small Firm**
12:00 – 1:30 Lunch and Seven IT Security Protections to Have in Place NOW**
1:30 – 3:00 Easy, Yet Critical, Financial Management Tools**
3:00 – 3:15 Break
3:15 – 4:30 Hiring Part-Time, Remote & Temporary Employees**
4:30 – 6:00 Networking Reception
* Elimination of Bias MCLE
** Pending Approval from State Bar of California for MCLE Credit
Suzanne Wertheim, Ph.D. – Worthwhile Research & Consulting
Dr. Suzanne Wertheim is a linguist and linguistic anthropologist. After faculty positions at Northwestern, University of Maryland and UCLA, she founded Worthwhile Research & Consulting, a boutique firm that applies social science to real-world problems. Dr. Wertheim has been researching, writing, and teaching about language and bias for twenty years. She is in frequent conversation with lawyers about issues of workplace bias, discrimination, and harassment.
- In 1991, Dodie founded Legal Information Systems Training, which provided classroom training for law firms around the country. After 17 years, she was hired as Training Manager at Hanson Bridgett and took the firm through upgrades and conversions. From 2012 – 2015, Dodie joined Innovative Computing Systems as their Director of Training. In 2015, she returned to training and consulting under her own business as Dolores Edelstein Consulting. Dodie was the City’s Rep for Training and User Support for ILTA from 2009-2011.
David Jordan, CISSP, CEH, LPT
- Pacific Computer Consultants Incorporated
- Concord, CA
Linda Kachiu, CPA, CGMA
Linda Kachiu is a CPA and Director of the accounting firm of Zainer Rinehard Clarke. Linda’s experience is in tax and business structure issues and opportunities for owners, in addition to extensive internal management, organizational development and design with businesses. She enjoys working with businesses in a variety of industries – including law firms — particularly those whose customer and client experiences are paramount to the business’ success.
- James Budish is an independent California insurance broker specializing in professional liability insurance for lawyers, directors & officers as well as other professions. BIS transacts lawyers professional liability insurance with a dozen different carriers. BIS currently insures more than 2,000 lawyers. The majority of BIS’ clients are law firms with 1-4 attorneys. Jim handles sales and marketing for BIS.
Rose-Ellen is the owner of Fairgrieve Law Office. She advises employers on employment policies and practices, and defends against claims made to administrative agencies and filed in state or federal court. Prior to opening her own firm in 2013, Rose-Ellen was a litigator in the San Francisco Attorney’s Office for 15 years.
- Eric Dewey is managing principal of Group Dewey Consulting, which offers business development training and coaching, client interviews and independent lateral due diligence and integration planning, marketing strategy and research services for law firms. Prior to founding GDC, Dewey held the CMO position in four large law firms including two Midwest AmLaw 200 law firms and two California Mid-size firms.
Conference SponsorsThank You For Your Support
Located in major North American and global markets, Robert Half Legal can provide on-demand attorney, paralegal and support staff for solo and small law firms. Attorneys starting off on their own looking to grow a practice and gain experience, can work with Robert Half Legal to secure discrete sort and/or long term projects.