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Introducing the Solo/Small Firm CLE Series

The CBA is offering a dedicated series of CLE seminars specifically tailored for solo/small firm practitioners like you! These seminars are designed to address the various issues and  challenges faced at small firms, covering topics including: 

    • Succession Planning
    • Law Practice Technologies
    • Insurance Considerations
    • Cybersecurity
    • Client Outreach
    • Engagement Letters
    • Budgeting and Accounting
    • Marketing
    • Human Resources
    • IOLTA

    Join the Community

    Not a Solo and Small Firm Section member? Join Now!
    Section membership provides access to even more resources and networking opportunities through section meetings, an exclusive listserv Sidebar community, and more.

    Solo and Small Firm Section members receive discounted registration pricing on Solo/Small Firm Series seminars + FREE access to the four-part On Demand CLE Advanced MS Word for Legal Professionals.

      Upcoming Seminars

      • Jan 15
        Ethics and Why I Need Insurance Coverage (EDU250115A)
        Webinar - CLE Pass Eligible
        12:00 PM to 1:00 PM (Eastern Standard Time)

        Join former CBA President, Dan Horgan and John Kronholm for a lively evaluation and discussion of legal hypotheticals, ethics, and insurance considerations.

        Register
      • Jan 15
        The Attorney’s Secret Weapon: Mastering Self-Management for a Prosperous Practice (EDU250115B)
        Webinar - CLE Pass Eligible
        4:00 PM to 5:00 PM (Eastern Standard Time)

        Did you know that only a third of solo practice attorneys have annual revenues over $200,000 and that only 3% have revenues of $600,000 or more? A recent article published at ABA Journal states that about two-thirds of solo practitioners have annual revenues less than $200,000, with 28 percent less than $100,000. Three percent of solos have revenues of $600,000 to $1 million.

        Register
      • Feb 19
        Drafting Effective Engagement Letters: Tools for the Ethical Lawyer (EDU250219)
        Webinar - CLE Pass Eligible
        12:00 PM to 1:00 PM (Eastern Standard Time)

        This program will cover the basics of drafting properly-structured engagement letters that are effective in helping prevent ethical issues in client matters.

        Register
      • Feb 27
        Run an Efficient Law Practice by Making the Most of Technology (EDU250227)
        Webinar - CLE Pass Eligible
        2:00 PM to 4:00 PM (Eastern Standard Time)

        Technology changes much faster than the law and it’s pretty difficult for any busy lawyer to keep up with it. “I feel like I’ve fallen behind” is a common refrain. In many cases, just having a road map and plan for increasing efficiency can make a big difference in stress reduction and focus. In this class, you’ll receive a large number of recommendations and examples for increasing efficiency and profitability without simply running faster on the proverbial treadmill.

        Register
      • Mar 06
        Mastering Financial Management for Law Firms: Essential Budgeting Skills for Success (EYL250306)
        Webinar- CLE Pass Eligible
        12:00 PM to 1:00 PM (Eastern Standard Time)

        In today’s evolving legal landscape, effective financial management is a critical skill for law firms of all sizes. This session provides attorneys with practical tools and strategies for budgeting, cash flow management, and financial planning to ensure sustainable growth and stability. Attorney Ryan McKeen shares insights on essential financial metrics, the impact of budgeting on firm health, and how to align financial practices with firm goals. Attendees will gain the knowledge needed to build or refine their financial systems for greater predictability and success.

        Register
      • Apr 23
        HR Law Basics for Solo and Small Firms (ELE250423)
        Hawthorne Inn
        2421 Berlin Tpke
        Berlin

        12:00 PM to 5:00 PM (Eastern Daylight Time)

        Learn from experienced employment lawyers about managing your law firm from a human resources perspective and learn best HR practices for solo attorneys and small firms.

        Register

      Recorded Products

      Access past Solo/Small Firm Series seminars at your own pace as recorded products in the CBA's Education Portal.
      • Accounting—Learn What You Wish Had Been Taught in Law School
        Ken Yormark will take us through the accounting process including the building blocks and key financial statements. He will discuss balance sheet and income statement line items where he sees fraud occur and will review accounts where judgement comes into play and how these accounts can be "managed".
      • Attracting and Retaining Law Firm Talent Post Pandemic
        This seminar will explore the current platforms available for attracting talent into a law firm setting including cost and tips for using platforms like Indeed and LinkedIn as well as other non-traditional methods of accessing and attracting talent. The seminar will then shift to retaining the talent and key topics to be discussed will be accessibility of benefits, benefits available, benefit offering cost/benefit, and retirement plans and options. The seminar will close with the presenter's recommendations regarding the above as the owner of a growing law firm in Connecticut.
      • Ethical Marketing: Complying with Attorney Advertising Rules
        In this comprehensive CLE course, you will gain expert guidance on navigating advertising regulations that affect all aspects of your legal practice's presence, from public relations and marketing to social media and your website. Learn the secrets behind creating compelling content, boosting your visibility through Google ads, mastering SEO for your site, and judiciously allocating your advertising budget to attract new cases. You'll also gain insights into leveraging social media effectively and making informed decisions that drive your practice's growth. This practical session will equip you with the knowledge and tools to take your practice to the next level in a legally compliant way, while understanding the impact of recent court decisions and ethics opinions.
      • Ethical Responsibility to Protect Against and Respond to Cyber Threats
        Learn from a leading ethics and technology attorney and a leading cybersecurity professional about the ethical responsibilities of protecting your systems and data from cyber threats. Presenters will discuss an array of possible cyber threats and how to protect against them and what to do if you are hacked. In addition, Sherwin Yoder will cover applicable laws and rules requiring attorneys to protect their systems and data from such threats and to respond to cyber incidents.
      • IOLTA/Law Office Management
        Members of the Office of Chief Disciplinary Counsel and Statewide Bar Counsel along with a former member of these offices and current practitioner will provide a comprehensive review of law office management and IOLTA best practices, including: an overview of the Rules of Professional Conduct and changes, major challenges, audits, what disciplinary counsel do, and how to protect/defend against disciplinary action.
      • Strategic Planning for Law Firm Success
        Are you ready to take your law practice to the next level? Join us for an essential CLE that will equip you with the tools and strategies needed to build a profitable and sustainable law firm. In this dynamic session, you’ll learn how to create a powerful business plan tailored to the unique challenges of running a law firm. Discover the key components of strategic planning, including setting clear goals, optimizing your team and processes, and driving growth while managing risk. We’ll also explore the 4 C’s of intangible capital—human, structural, customer, and social—and how to leverage them to increase your firm's value. Plus, learn how to implement a rhythm of relentless execution to ensure accountability and consistent progress. Whether you’re looking to scale your practice, improve efficiency, or strengthen your firm’s foundation, this CLE will provide the actionable insights you need to succeed. Don’t miss this opportunity to transform your practice and achieve your vision of success!