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PBA Solo and Small Firm Conference 2021

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F - Day Five

STARTFri., Jul. 30, 2021
9:00 AM
ENDFri., Jul. 30, 2021
11:15 AM
CLE 2 sub/0 eth PRICE $149.00
Subscribers Pay: $0.00


Join us for a week of terrific programming at the annual Solo and Small Firm Conference

Register for one day or the entire week, whichever works best for your schedule.

The discount code can be entered and applied during the checkout process

Thank you to our Sponsors:

  • Casemaker – Platinum Sponsor
  • USI Affinity – Platinum Sponsor 
  • LawPay – Gold Sponsor
  • The Lackner Group – Gold Sponsor
  • Your Membership/Career Center - Gold Sponsor
  • ABA Retirement - Social Sponsor
  • Clio - Social Sponsor


Monday July 26

9:00-10:00 am
Tech Tips

During this fast-paced panel, you will discover technology tips to keep your practice running smoothly. Presenters will share some of their secrets for using technology in a solo and small firm practice setting.

10:15-11:15 am
Avoiding Legal Malpractice

The program will provide the perspective of a risk manager, addressing some of the scenario’s attorneys may encounter as we move toward a post-COVID environment. Engagement letters, remote work, cloud computing and cybersecurity are among the chief topics. Attend and get tips on steps you can take to cover your practice and be prepared if a claim is asserted against you or your firm.

11:30-12:30 pm
Hot Topics in Estate Planning

Lauren and Arlene will work through common (and no-so-common) scenarios in estate planning in an interview format.  Included will be issues involved in Medicaid planning, proactive approaches to long term care planning and considerations involved in special needs trusts.

Tuesday July 27

2:00-3:00 pm
Retirement and Succession Planning

What does retirement mean to you?  Work until you drop? (And leave the “clean-up” to others?) Scale back and work just a little?  Do you want to  salvage sweat equity by selling or transitioning your practice?  Or will you just turn off the lights and close the door on your last day? This session will discuss your options, with an eye on your obligations to your clients, what the Rules permit, and the myriad of practical implications that come into play.

3:15-4:15 pm 
Managing Client Expectations

Setting client expectations is a critical part of being a successful lawyer. During this fast-paced program attorneys from a variety of practice areas will offer you tips and tricks for making sure that you are properly managing your clients’ expectations from the first moment and throughout the case. 

Wednesday July 28

9:00-10:00 am
Divorce 101

10:15-11:15 am
Pennie™ - Pennsylvania’s Health Insurance Marketplace!

Learn about Pennsylvania’s new health insurance exchange marketplace – Pennie™.  Created by Act 42 of 2019, Pennie connects Pennsylvanians with affordable health insurance.  This program will provide you a basic understanding of what Pennie does, benefits it provides to citizens, changes in current federal law, its interface with the Medicaid.

11:30-12:30 pm
Hot Topics in Real Estate

This session will discuss DEI and HUD expanded protections for LGBTQ persons. We will also cover an overview on state/federal/Executive Order/CDC effects on residential leases and evictions

Thursday July 29

9:00-10:00 am
Valuing and Selling Your Law Firm

10:15-11:15 am
Pennsylvania’s Intermediate Appellate Courts:  What Solo and Small Firm Practitioners Need to Know

Let’s face it- the Pennsylvania Rules of Appellate Procedure are long.  If your firm does not specialize in appellate work, or you do not work for a large firm with an appellate division, it can take a seemingly inordinate amount of time to ensure you are handling an appeal properly, let alone effectively. The Superior Court and Commonwealth Court of Pennsylvania both have legal staffs devoted to examining the propriety of appeals filed in those Courts and preparing the appeals for their panels of Judges. Listen as the chiefs of those legal staffs offer some procedural steps, helpful tips, and advice to ensure you are providing effective representation on appeal.

Section Meeting

Happy Hour

Friday July 30

9:00-10:00 am
Client Loyalty

10:15-11:15 am
Hot Tips

Rapid-fire tips bring you the latest developments in the following areas of law: Employment, Family, Criminal, Bankruptcy, Real Estate, Health and Ethics.

Practice Areas


No speakers have been associated with this event.
Faculty may vary by location.
PBI reserves the right to substitute speakers at all programs.
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