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Starting a Practice in New York - Online Video Replay

9:00 a.m. - 5:00 p.m.
(Eastern Time)

CLE Online Video Replay Sponsored by the Law Practice Management Committee 

8.0 MCLE Credits 
6.0 areas of professional practice and/or law practice management, 2.0 ethics

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.

Agenda

I. Welcome and Introduction

II. 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 

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

III. Attorney Escrow Accounts, IOLA and Ethics 

• Protecting Client Funds 
• Avoiding Ethical Pitfalls 

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

IV. 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 

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

V. Keynote Featuring John R. McCarron - The “Virtual Law” Office – Practical Considerations/Reality

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

VI. Organizing Your Practice – The Importance of Creating Systems and Procedures

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

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

VII. 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 

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

VIII. 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 

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

IX. 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 

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

Program Faculty

Program Chair:
Anthony Q. Fletcher, Esq., Law Offices of Anthony Q. Fletcher, P.C.
New York, NY

Speakers:
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, Jr. 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

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

This program was recorded on May 18, 2012. For more information about Law Practice Management programs, visit www.nysba.org/LPM.

The last day to pre-register online was August 7, 2012.

Members, please login to get member discounts.

Seminar
Registration	$125.00

Seminar
Registration	$225.00

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.