Solo Small Firm Series Webpage Graphic

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 Sidebar listserv community, and more.

    Solo and Small Firm Section members receive discounted registration pricing on Solo/Small Firm Series seminars.

      Upcoming Seminars

      Check back soon for more information on Solo/Small Firm Series seminars coming up in the 2025-2026 bar year.
      • Nov 05
        Law Firm Financial Management (EDU251105)
        Webinar - CLE Pass Eligible
        12:00 PM to 2:00 PM (Eastern Standard Time)

        This two-hour seminar is designed for the solo/small law firm. The goal is to give the law firm insight into its financial management and provide simple, yet powerful tools to obtain that goal. Case studies and examples are used throughout the seminar to provide easy to understand illustrations.

        Register
      • Nov 13
        Practice, Procedure and Protocol in the Connecticut Courts (EDU251113)
        CBA Law Center
        538 Preston Ave., 3rd Floor
        Meriden, Connecticut
        United States
        8:30 AM to 3:00 PM (Eastern Standard Time)
        Agenda

        This seminar covers the major portions of the Connecticut Practice Book, many of the unwritten rules of civil procedure, practices and procedures that continue after the pandemic, how to navigate the courts, and the various local rules of courts. We will also cover examples of forms along with sections of the Practice Book.

        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.
      • Mastering Self-Management for a Prosperous Practice
        In this exclusive webinar, we’ll unveil the secret to unlocking greater control, clarity, and confidence in your legal practice. Whether you’re managing a team, growing your firm, or striving to balance competing priorities, this session will challenge you to think differently about success and equip you with personal insights and proven tools to achieve it. Are you ready to discover what’s been missing?
      • 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!
      • Tools to Ethically Manage Client Trust Accounts
        Lawyers are required to keep detailed and accurate records of funds deposited into their trust (escrow and IOLTA) bank accounts. However, many lawyers do not have adequate or effective procedures to comply. This program will help.