Solo and Small Firm Conference 2016: Strategies for Success

Solo and Small Firm Conference 2016: Strategies for Success

CPD Accredited Approved for LAWPRO Risk Management Premium Credit [opens in new window]


Thursday, June 9, 2016


89 Chestnut Conference Centre (U of T Residences), Toronto

CPD Hours*

1 h Substantive
5 h Professionalism


Kathleen Erin Cullin, C.S.
Wallbridge Wallbridge

Allan Oziel
Oziel Law

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A successful practice does not happen by accident. You always need to be on the lookout for new ways to improve your practice's efficiency and to remain relevant to your clients' needs. We've put together an agenda packed with strategies to help you do just that. Our presenters deliver practical advice designed specifically for the solo and small firm practitioner—whether you're just starting out, well into your career, or somewhere in between. Look to this year's conference for the latest developments in technology, for useful techniques to improve your service to and communications with your clients, and for helpful tips on effective practice management.

  • Hear our keynote speaker on lawyers and the "pursuit of happiness"
  • Discover how to better leverage your website
  • Find out about crowdfunding and cybercrime
  • Understand how to use "big data" to improve your firm's operations
  • Learn to manage conflicts and clients' competency to give instructions
  • Develop new skills to make researching easier
  • Determine the hardware and software you need to implement a technology plan 
  • Learn how to market your brand successfully
  • Get tips on making your communications with clients—and others—clearer
  • Understand how to navigate the landscape of Canadian privacy laws
  • Hear about methods of and rules for accessing and preserving electronic documents
  • Explore how working "virtually" can help you compete against big firms
  • Gain knowledge of effective techniques to find and keep good clients in the digital age
  • Become aware of what you need to plan for the future of your practice
Join us for the Treasurer's Cocktail Reception at the end of the day (for live attendees) for an opportunity to network with other conference attendees.

View Program Agenda (PDF)


Professor Benjamin Alarie, CEO at Blue J Legal; Osler Chair in Business Law, Faculty of Law, University of Toronto

Phil Brown, Counsel, Practice Management, Professional Development and Competence, The Law Society of Upper Canada

Kelley Bryan, Swadron Associates

Peter Carayiannis, Deloitte Conduit Law LLP

Kathleen Erin Cullin, C.S., Wallbridge Wallbridge

Kathleen Geiger, Geiger Law Practice Sales

Derwyn Goodall, BFA RGD, Owner and Creative Director, Goodall Integrated Design

Monica Goyal, Barrister and Solicitor

Henny Harmsen, Counsel & Assistant Manager, Practice Review Department,Professional Development and Competenc, Law Society of Upper Canada

Jeremy Hessing-Lewis, Small Law Corporation

Naomi Horrox, Counsel and Team Manager, Practice Management, Law Society of Upper Canada

Ian Hu, Counsel, Claims Prevention & practicePRO, Lawyers' Professional Indemnity Company (LawPRO®)

Robert Hyndman, Hyndman Law Professional Corporation

Adam Kardash, Osler, Hoskin & Harcourt LLP

Lianne Krakauer, Career & Leadership Coach

Paul Lomic, Lomic Law

Selena Lucien, Founder/CEO, Small Claims Wizard Inc. at LegalX,MaRS Discovery District

James Morton, C.S., Morton Karrass LLP

Allan Oziel, Oziel Law

Catherine Phillips, Senior Counsel & Assistant Manager, Trustee Services, Law Society of Upper Canada

Brian Rosenbaum, Senior Vice President,Financial Services Group, National Director, Legal & Research Practice, Aon Reed Stenhouse Inc.

Amy Shoemaker, Legal Aid Ontario

Ravi Shukla, Fogler, Rubinoff LLP

Stephen Taran, Taran Virtual Associates

David Thompson, David J. Thompson Professional Corporation

Robert Wakulat, Wakulat Dhirani LLP

David Whelan, Manager, Legal Information, Law Society of Upper Canada

John Wires, Wires Law

Susan Wortzman, Wortzmans

Additional Information

This program will be available on demand to both in-person and live webcast registrants, generally within 10 business days after the program.

Continuing Professional Development

Registration Options

CPD Registration Form
Solo and Small Firm Conference 2016: Strategies for Success

Thursday, June 9, 2016

CPD Hours: 1 h Substantive  /  5 h Professionalism

Registration Closed

Registration for this program is now closed

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Registration to view this program on demand will be available within 10 business days

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