Home Events

Starting a Practice in New York | LPM CLE

- Location -
Concierge Conference Center
780 Third Avenue (at 48th Street)
New York, NY 10017
(212) 735-0072

To order the online program - Starting a Practice in New York - www.nysba.org/StartingaPracticeinNYArchive.

9:00 a.m. – 5:00 p.m.

8.0 MCLE Credits
includes 2.0 Ethics Credits

 Sponsored by the Law Practice Management Committee, the Committee on Continuing Legal Education, the 
Committee on Lawyers in Transition, the Young Lawyers Section, the General Practice Section and the Senior Lawyers Section of the
New York State Bar Association


Also sponsored by the Albany County Bar Association, the Adirondack Women’s Bar Association, the Asian American Bar Association, the Brandeis Association, the Black Bar Association of Bronx County, the Brooklyn Women's Bar Association, the Dominican Bar Association, the Korean American Lawyers Association of Greater New York, the Metropolitan Black Bar Association, the Muslim Bar Association of New York, the New York Women's Bar Association, the Nigerian Lawyers Association, the Puerto Rican Bar Association, the Queens County Women's Bar Association, the South Asian Bar Association of New York, the Staten Island Women's Bar Association,  the Westchester Black Bar Association, the Westchester Women's Bar Association, and the Women's Bar Association of the State of New York 

Considering opening your own firm?  Are you a recent law school graduate just starting out? Are you considering leaving your place of employment and starting your own firm?  The New York State Bar Association Law Practice Management Committee is pleased to present a spring CLE program on Starting a Practice in New York.

Our experienced faculty will provide you with a blueprint for starting a practice in New York State.  Panelists will offer practical tips and advice to maximize your chances of success.  From choosing your business entity to choosing the right software, speakers will provide an overview of what you need to know to start a practice in New York. 

Earn 8.0 MCLE credits and get up-to-date tips from experienced practitioners and consultants. 

AGENDA

8:30 a.m.                                 Registration 

9:00 a.m. – 9:10 a.m.             Welcome and Introduction

Jessica D. Thaler, Esq., Committee on Lawyers in Transition

9:10 a.m. – 10:00 a.m.           Choosing a Business Entity and Creating and Financing Your Law Practice – What You Need to Know

• Sole Proprietor, PLLC, PC, LLP
• NYS Department of State Forms, Fees and Reporting
• Developing a Business Plan
• Working with Your Accountant
• Capitalizing Your Business
• Establishing and Managing a Budget
• Managing Cash Flow

(1.0 areas of professional practice/law practice management)

Peter A. Giuliani, Smock Law Firm Consultants, Weston, CT 
Anthony Q. Fletcher, Esq., Office of Anthony Q. Fletcher, PC, New York City
Co-Chair, NYSBA Law Practice Management Committee

10:00 a.m. – 10:50 a.m.         Attorney Escrow Accounts, IOLA and Ethics 

• Protecting Client Funds
• Avoiding Ethical Pitfalls

(1.0 ethics)

Partha P. Chattoraj, Esq., Allegaert Berger & Vogel, LLP, New York, NY

10:50 a.m. – 11:00 a.m.         Break

11:00 a.m. – 11:50 a.m.         Insurance Considerations 

• What Kind of Insurance Do You Need and How Much
• What Professional Risks Should You Insure
• Risks of Supervision of Paralegals & Other Support Staff and Contracting with Service Attorneys 

(1.0 areas of professional practice/law practice management)

Scott E. Kossove, Esq., L'Abbate, Balkan, Colavita & Contini, LLP, Garden City, NY

11:50 p.m. – 1:30 p.m.           Luncheon Keynote Featuring John R. McCarron - The “Virtual Law” Office – Practical Considerations/Reality

11:50 a.m. – 12:20 p.m. – Box Lunch Distribution
12:20 p.m. – 1:10 p.m. – Keynote
1:10 p.m. – 1:30 p.m. – Networking Discussion/NYSBA Sections 

(1.0 areas of professional practice/law practice management) 

John R. McCarron, Esq., Montes & McCarron, PLLC, Tuckahoe, NY

1:30 p.m. – 2:20 p.m.             Organizing Your Practice – The Importance of Creating Systems and Procedures

• Checklists
• Intake Forms
• Retainer Letters
• Law Office Policies
• Disengagement Letters

(1.0 areas of professional practice/law practice management)

Hon. Walter Rivera, Greenburgh Town Court, Westchester, NY
Norma E. Ortiz, Esq., Ortiz & Ortiz, LLP, Brooklyn, NY

2:20 p.m. – 2:30 p.m.             Break

2:30 p.m. – 3:45 p.m.             Leveraging Technology in Your Practice  

• Using Technology to Serve Your Clients and Grow Your Practice
• Making Smart Technology Purchases and Decisions
• Managing E-mail, Phone, Internet, and Mobile Service
• Document Production and Case Management
• Purchasing Laptops, Printers, Copiers, Scanners and Other Equipment
• Backing Up and Otherwise Protecting Your Data

(1.5 areas of professional practice/law practice management)

John R. McCarron, Esq., Montes & McCarron, PLLC, Tuckahoe, NY
Joel A. Rose, Joel A. Rose and Associates, Cherry Hill, NJ
Hal M. Stewart, Chadbourne & Parke, LLP, New York, NY

3:45 p.m. – 4:10 p.m.             Basic Human Resources - Questions and Answers

• Overview of Laws Governing the Workplace
• Best Practices in Hiring, Discipline, and Discharge
• Critical Personnel Policies Every Firm Must Have
• Compliant Pay Practices

(0.5 areas of professional practice/law practice management)

Nancy B. Schess, Esq., Klein Zelman Rothermel LLP, New York, NY

4:10 p.m. – 5:00 p.m.             Marketing Your Practice – Ethical Considerations          

• New York Rules on Lawyer Advertising
• Using Facebook, Twitter and Social Media to Market Your Practice Effectively and Ethically
• Internet Advertising – Effective, Appropriate and Ethical Approaches

 (1.0 ethics)

Shalom Leaf, Esq., Shalom Leaf,  PC, New York, NY

6.0 areas of professional practice and/or law practice management
2.0 ethics

Program Planning Committee and Co-Sponsoring Section Chairs

Anthony Q. Fletcher, Esq. - Program Chair
Office of Anthony Q. Fletcher, PC, New York City
Co-Chair, NYSBA Law Practice Management Committee

Professor Gary A. Munneke
Pace University School of Law, White Plains, NY
Co-Chair, NYSBA Law Practice Management Committee

Debra A. Whitson, Esq.
Whitson Law, Elizabethtown, NY

Jessica D. Thaler, Esq.
Law Offices of Jessica Thaler Esq., New York City
Chair, NYSBA Committee on Lawyers in Transition

Martin S. Kera, Esq., Kera & Gerbard, Chair,
Chair, NYSBA General Practice Section

Carole A. Burns, Esq., Member, NYSBA Senior Lawyers Section, Rocky Point, NY

James R. Barnes, Esq., Burke & Casserly, PC, Albany, NY 
Chair, NYSBA Young Lawyers Section

Erin K. Flynn, Esq., Member, NYSBA Young Lawyers Section, Fairfield, CT

Program Faculty

Shalom Leaf, Esq., Shalom Leaf, PC
New York, NY

Peter A. Giuliani, Smock Law Firm Consultants
Weston, CT 

Joel A. Rose, Joel A. Rose and Associates
Cherry Hill, NJ

Hal M. Stewart, Chadbourne & Parke, LLP
New York, NY

Partha P. Chattoraj, Esq., Allegaert Berger & Vogel, LLP
New York, NY

Scott E. Kossove, Esq., L'Abbate, Balkan, Colavita & Contini, LLP
Garden City, NY

John R. McCarron, Esq., Montes & McCarron, PLLC
Tuckahoe, NY  

Norma E. Ortiz, Esq., Ortiz & Ortiz, LLP
Brooklyn, NY

Hon. Walter Rivera, Greenburgh Town Court
Westchester, NY

Nancy B. Schess, Esq., Klein Zelman Rothermel LLP
New York, NY

For questions about this program, please contact Kathy Suchocki, Director of Law Practice Management at the New York State Bar Association at
(518) 487-5590 or ksuchocki@nysba.org.

To learn more about law practice management resources available to NYSBA members, visit www.nysba.org/LPM.

The Live Program Has Sold Out. The Webcast Option Is Still Available. To Register for the Webcast please call 518-463-3724.

The last day to pre-register online was May 17, 2012.

Members, please login to get member discounts.

Seminar
Webcast	$165.00

Seminar
Webcast	$265.00

Accommodations for Persons with Disabilities:
NYSBA welcomes participation by individuals with disabilities. NYSBA is committed to complying with all applicable laws that prohibit discrimination against individuals on the basis of disability in the full and equal enjoyment of its goods, services, programs, activities, facilities, privileges, advantages, or accommodations. To request auxiliary aids or services or if you have any questions regarding accessibility, please contact Cindy O'Brien at 800-582-2452 or cobrien@nysba.org.