Continuing Legal Education

Practical, Technological, Financial, and Ethical Tips for Running Your Own Practice (CHICAGO)

February 27, 2014
1:00 – 3:00 p.m.
2.00 MCLE hours, including 2.00 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)

ISBA Chicago Regional Office
20 S. Clark St, Suite 900
(map and directions)

Get the practical information you need to run your own law firm!

Are you running your own law firm? Have you considered hanging out your shingle? Then don’t miss this comprehensive overview that covers the golden rules of running your own practice! Topics include:

  • How to network and marketing yourself and your practice;
  • Understanding the financial aspects of running your law firm;
  • Recognizing the often overlooked issues when hanging out your shingle, including start-up costs, day-to-day expenses, and real estate concerns;
  • How to properly collect money from clients and what to do with it after you have it;
  • Understanding the complexity of the client relationship, as well as the financial record-keeping process;
  • How to use social media ethically to build your practice; and
  • Much more!
Please Note: Prior to the program, you will receive a weblink via email allowing you to access the course materials prior to the program. You will also receive a copy of the course materials (for no additional charge) when you arrive at the program, but will need to check the appropriate box on the registration page letting us know if you prefer a flash drive or printed course book.

Program Coordinator:
Debra L. Thomas, Attorney at Law, Chicago

Program Moderator:
Daniel R. Thies, Attorney at Law, Chicago



1:00 – 2:00 p.m.  Nuts and Bolts for Running Your Practice: The Golden Rules*
Explore the practical, financial and ethical aspects of running your own law firm with this informative presentation. Topics include: important issues when opening and running your own firm, including start-up costs, day-to-day expenses, and real estate concerns; marketing your practice and yourself – both in person and online; and how to ethically use social media outlets such as Facebook, LinkedIn and Twitter to build your practice. Tips for networking, marketing and advertising your practice safely and ethically are also included.
Gerald W. Napleton, Napleton Law, Ltd., Chicago
Sarah E. Toney, The Toney Firm, LLC, Chicago

2:00 – 3:00 p.m.  IOLTA Trust Accounts and Client Retainer Agreements: Understanding the Relationship You Have with Your Civil or Criminal Client*
Attorneys running their own practice need to know relevant information on two basic things: the client retainer agreement and how to manage IOLTA accounts properly. Specifically, lawyers need to know how to properly collect money from clients – and then place it where it needs to go so that the client’s money is protected and the lawyer can get paid. Join us for this in-depth discussion that ensures you handle your next case properly! Client intake forms, referral agreements, and case law updates are also examined.
Juliet E. Boyd, Boyd & Kummer, LLC, Chicago
David T. Holtermann, Lawyers Trust Fund, Chicago
Tamika R. Walker, Sreenan & Cain, P.C., Rockford


*Professional Responsibility MCLE credit subject to approval