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Hybrid Conference

2024 MOSOLO Small Firm Conference



Dates


Description

Join us virtually or in-person at Margaritaville Lake Resort in Osage Beach for the
2024 MOSOLO Small Firm Conference!

 

Held at Margaritaville Lake Resort in Osage Beach, this nationally recognized Missouri Bar conference for solo and small firm lawyers offers the opportunity to fulfill all your minimum continuing legal education requirements, learn from recognized speakers, and network with colleagues in a family-friendly atmosphere.

Speaker

Paemon Aramjoo's Profile

Paemon Aramjoo Related Seminars and Products

Aramjoo Law Firm


Paemon and Ashley Aramjoo started Aramjoo Law Firm right out of law school. Now running a firm that exclusively handles personal injury matters they understand the importance of diligently working on making sure the law firm is successful by creating goals and establishing a plan to reach their goals.


Ashley Aramjoo's Profile

Ashley Aramjoo Related Seminars and Products

Aramjoo Law Firm LLC


Paemon and Ashley Aramjoo started Aramjoo Law Firm right out of law school. Now running a firm that exclusively handles personal injury matters they understand the importance of diligently working on making sure the law firm is successful by creating goals and establishing a plan to reach their goals.


Thomas J. Armitage's Profile

Thomas J. Armitage Related Seminars and Products

Smith ai


Tom Armitage joined Smith.ai as senior marketing manager after spending more than a decade in the agency world – building campaigns for B2B companies. 
He also spent eight years as an adjunct professor, where he taught digital marketing concepts. He lives in Upstate NY with his wife and two kids.

 


Richard Ashe's Profile

Richard Ashe Related Seminars and Products

Ashe Law, LLC


Ric Ashe is a contract lawyer and trial attorney with over twenty years of experience helping clients understand, negotiate and enforce their contractual rights. His business and construction law practice is informed by his extensive time in the courtroom, where clarity is king and the fine print always matters. 


Danielle Atchison's Profile

Danielle Atchison Related Seminars and Products

Mdivani Corporate Immigration Law Firm


Danielle Atchison practices in the area of corporate immigration law. She assists employers with immigration compliance plans, policies and procedures, I-9 audits, E-Verify compliance, and immigration related defense from ICE worksite enforcement investigations. Danielle assists the firm’s clients with visas for international personnel, investors, and executives.


Nadine Atkinson-Flowers's Profile

Nadine Atkinson-Flowers Related Seminars and Products

Atkinson Flowers Law


Nadine C. Atkinson-Flowers practices in the USA and in Jamaica, in immigration and provid-ing expert testimony on Jamaican law. A frequent presenter and an access to justice volun-teer; she has published several articles in the ABA Journal, and On Your Feet: Criminal Law Practice in the Parish Courts in Jamaica.


Rebecca Auriemma Related Seminars and Products

Lifescape Law & Development, LLC


Spencer Bartlett's Profile

Spencer Bartlett Related Seminars and Products

Missouri Administrative Hearing Commission


Melinda J. Bentley's Profile

Melinda J. Bentley Related Seminars and Products

Legal Ethics Counsel


Melinda J. Bentley serves as Legal Ethics Counsel in Missouri where she provides oral and written informal advisory opinions to attorneys on issues related to the Missouri Rules of Professional Conduct. In that position, she also serves as administrator and counsel to the Advisory Committee of the Supreme Court of Missouri. She began serving in that position in 2012. Prior to that she worked for the Illinois State Bar Association as Assistant Counsel from 2001-03, First Assistant Counsel from 2003-11, and Assistant Director of Legislative Affairs from 2009-11. She is a frequent speaker and author on professional responsibility matters. Ms. Bentley currently serves as a member of the Planning Committee for the American Bar Association (ABA) Center for Professional Responsibility’s National Conference on Professional Responsibility, the Planning Committee for The Missouri Bar Solo and Small Firm Conference, The Missouri Bar’s Special Committee on Remote Public Access to Case.net, and the National Organization of Bar Counsel’s Committees on Amicus, Website, Program, and Diversity, Equity, and Inclusion. She was a board member and officer of the National Organization of Bar Counsel from 2015-2020, including a term as President from 2018-2019, and formerly served on the ABA Standing Committee on Ethics and Professional Responsibility (2020-2023), Editorial Board of the ABA/BNA Lawyers’ Manual on Professional Conduct as a member (2015-2016) and Chair (2016-2018), as well as a member of the ABA Center for Professional Responsibility Coordinating Council (2016-2018). She is licensed in both Missouri and Illinois, and is a member of The Missouri Bar, Illinois State Bar Association, American Bar Association, National Organization of Bar Counsel, Bar Association of Metropolitan St. Louis, Cole County Bar Association, and Mid-Missouri Women Lawyers’ Association.


Jordan Bergkamp's Profile

Jordan Bergkamp Related Seminars and Products

Husch Blackwell LLP


Jordan is a partner in Husch’s Employee Benefits and Executive Compensation practice group specializing ESOPs and equity and executive compensation. His legal training and accounting background allow him to navigate the Internal Revenue Code and ERISA in designing ESOPs and compensation packages that fit the client’s business needs.


Brandee Bower's Profile

Brandee Bower Related Seminars and Products

Bower Law Firm


Brandee Bower is well-versed in insurance law, first starting as a defense attorney and now advocating for policy holders. A fourth generation business owner in Missouri, Brandee is skilled at helping clients navigate the complex world of claims when their largest assets are damaged. 


Bryan Brody's Profile

Bryan Brody Related Seminars and Products

Brody & Cornwell


Bryan Brody is an attorney with Brody & Cornwell, LLC, in St. Louis. Bryan has focused on consumer litigation since 2007 and has represented consumers in hundreds of cases in his practice.  He has been the lead attorney in numerous successful appellate decisions involving consumer law before the Missouri Court of Appeals and the Supreme Court of Missouri.  
Bryan graduated from the Tulane University Law School in 2005 and was licensed to practice law in the State of Missouri that same year.  He is also licensed in the Eastern and Western Districts of Missouri, as well as the Southern District of Illinois, the Eighth Circuit Court of Appeals, and the Ninth Circuit Court of Appeals.

 


Cassie Bugalski's Profile

Cassie Bugalski Related Seminars and Products

Gump, Faiella & Bugalski, LLC


Ms. Bugalski is the Managing Member of the law firm of Gump, Faiella, & Bugalski, LLC.  Ms. Bugalski is licensed in Missouri and focuses her law practice on cases involving wrongful death, personal injury, estate planning, probate, estate litigation, small business litigation, worker’s compensation and family law.

Ms. Bugalski grew up in Madison, Missouri, attended the University of Central Missouri where she graduated with a Bachelor of Science in Political Science from the Honors College, and earned her Juris Doctor in 2008 from Washburn University School of Law in Topeka, Kansas.  

 



Julia Chaney-Faughn's Profile

Julia Chaney-Faughn Related Seminars and Products

Cruse Chaney-Faughn, P.C.


Julia Chaney-Faughn is a graduate of the University of Missouri, Columbia, Law School and Missouri Western State University.  She is a partner with Cruse Chaney-Faughn, P.C. with its principal office located in Hannibal, Missouri, and is licensed in Missouri and Illinois.  She has volunteered with Avenues, First Steps RICC, her local 4-H club, church and other community organizations.  In her free time she gardens, plays piano, organ and clarinet and raises her two children with her husband Chris.  She enjoys advocating for those with special needs including her son Isaac who is on the autism spectrum.


Denise Childress's Profile

Denise Childress Related Seminars and Products

Childress Legal LLC


Focusing her practice on DWI law, Denise Childress has become a sought-after instructor in this field. She has trained officers at both the St. Louis Police Academy and the Missouri State Highway Patrol Academy. She co-founded The Missouri DWI Institute, LLC, with a mission to educate Missouri's lawyers, judges, and law enforcement. She coordinates national DWI defense seminars as part of DUIDLA, training lawyers and judges across the country in places like Denver and Chicago. Denise hung out her own shingle, Childress Legal, in 2019 after working for and then partnering with Carl Ward. She is a trial attorney, representing clients in over 41 Missouri counties. Denise is proud to be hired by other lawyers to try their clients' DWI cases. 
Denise is the immediate past president of the St. Charles County Bar Association, where she remains as en banc-bar liaison and social chair. She has been proudly awarded the Women's Justice Award for General Practitioner, Missouri Lawyers Weekly, 2020; President's Award for Distinguished Service, Missouri Association of Criminal Defense Lawyers, 2019; and Up & Coming Law Firm Leader Award, Missouri Lawyers Weekly, 2016.

 


Annette Choti's Profile

Annette Choti Related Seminars and Products

Founder/Owner

Law Quill


Annette Choti, Esq. has been an attorney and a member of the Missouri Bar for 23 years. She is the Founder/Owner of Law Quill, a full-service legal digital marketing agency. Annette hosts the podcast, Legal Marketing Lounge and wrote the bestselling book Click Magnet: The Ultimate Digital Marketing Guide For Law Firms. 


Candice Coats's Profile

Candice Coats Related Seminars and Products

Truist Insurance Holdings, LLC.


Morry Cole's Profile

Morry Cole Related Seminars and Products

Gray, Ritter & Graham, P.C.


Morry S. Cole practices primarily in the areas of wrongful death, aviation, products liability, professional negligence, and corporate litigation. He received a B.B.A. in Finance from Baylor University in 1993 and a juris doctor from the University of Missouri in 1997. While at the University of Missouri, he served as an Editor of the Missouri Law Review, a Research Assistant to Professor Martha Dragich, an Intern to the Honorable Duane Benton, Missouri Supreme Court and a part-time Law Clerk to the Honorable Edward D. Robertson, Jr., Missouri Supreme Court. After graduation, he served a year as a full-time research attorney and law clerk for Judge Robertson. 
Since joining Gray, Ritter and Graham, P.C., Mr. Cole has practiced before the Missouri Courts of Appeal for the Eastern, Western and Southern Districts of Missouri and the Missouri Supreme Court and he has tried cases in many Missouri Counties and the Eastern and Western District Federal Courts. He is a past President of the Missouri Bar Board of Governors and is an adjunct law professor at Washington University.

 


David Crosby's Profile

David Crosby Related Seminars and Products

Crosby Law Office


David Crosby is a solo practitioner with over 30 years of experience. After graduating from the University of Missouri - School of Law he served as an Assistant Public Defender, First Assistant Prosecuting Attorney. He then went into private practice. Since 2000, he has served as a guardian ad litem and parent attorney. He is currently a contract attorney for the Jefferson County Juvenile Court serving as GAL and parent attorney for abuse and neglect cases.  
You may reach David Crosby at 636/797-2266 or at david@davidcrosbylawoffice,com. 


Keith Cutler's Profile

Keith Cutler Related Seminars and Products

James W. Tippin & Associates


Keith Cutler is a trial attorney with the law firm of James W. Tippin & Associates in Kansas City, and has practiced in the areas of commercial, construction, general liability, and insurance defense litigation for close to 35 years.  He is a frequent CLE speaker on trial practice; ethics and professionalism; and diversity, equity, and inclusion.


Brennan Delaney's Profile

Brennan Delaney Related Seminars and Products

Langdon and Emison


Brennan Delaney's practice for the past 12 years has focused on representing clients who have suffered a catastrophic injury or lost a loved one. Before that, he spent four years as law clerk - two for Circuit Court Judge Michael Manners and two for Missouri Supreme Court Judge Zel Fischer.



Claude Ducloux's Profile

Claude Ducloux Related Seminars and Products

National Director of CLE, Ethics, and State Compliance

LawPay


Claude E. Ducloux, is an attorney licensed in Texas, Colorado and California who speaks nationally on legal ethics, law office management, and trial-related topics.  In 2011, he won the highest statewide award from the State Bar of Texas for lifetime contribution to CLE and has been invited to speak in more than 500 programs in since January 1, 2016. Claude has served as course director and creator of numerous CLE institutes and advanced courses.  

Mr. Ducloux has a long legacy of bar service, including being President of the Austin Bar Association, and serving as Chair of almost every major bar-related entity, as well as the Texas Bar Foundation.  He is a board-certified civil trial and appellate attorney in Texas.

 


Christopher Dunn's Profile

Christopher Dunn Related Seminars and Products

GeoVelo, LLC


Chris Dunn is frequently called to serve as an expert witness in geospatial forensics. He holds a Juris Doctorate from the University of Missouri Columbia, School of Law, and both an MA and a BS in geography from Kansas State University. His firm GeoVelo, LLC, uses Geographic Information Systems (GIS), GNSS, lidar, UAVs, and 3-D modeling software to map, model, and document complex property boundary issues, archeological sites, and crime scenes. Several of his cases had their origins in documents produced prior to Missouri’s statehood. Chris is a US Army Explosive Ordnance Disposal (EOD) combat veteran.



Heather Hardinger's Profile

Heather Hardinger Related Seminars and Products

The Meyers Law Firm


Heather Hardinger is Of Counsel with The Meyers Law Firm, LC, in Kansas City, Missouri. Heather focuses her practice on Plaintiff’s employment discrimination. Heather is a 2018 graduate of the Missouri Bar’s Leadership Academy. Since 2016, Heather has been named a “Rising Star” by Super Lawyers® Missouri & Kansas. Heather can be reached at hhardinger@meyerslaw.com and (816) 444-8500.


Annette Heller's Profile

Annette Heller Related Seminars and Products

TM Law & Associates


Annette P. Heller - Attorney TM Law & Associates. Her practice is limited to trademark and copyright law since 1983. She represents law firms that do not have their own trademark attorney and small and medium size business throughout the United States. Prior to opening her own practice, she was in-house counsel for Ralston Purina.


Paul Henry's Profile

Paul Henry Related Seminars and Products

Denlow & Henry


Paul Henry has been a member of the Missouri Bar since 1990 and currently serves as the Chair of the Eminent Domain committee. He is also Missouri’s only member of the Owner’s Counsel of America. Mr. Henry’s entire legal career has been in private practice with the firm of Denlow & Henry which focuses on representing owners in condemnation and eminent domain law matters. He has authored many articles and spoken on dozens of occasions on eminent domain law. Some of his published articles include “Trial of Exceptions in Missouri Condemnation Cases”, St. Louis Bar Journal; “Inverse Condemnation: Airplane Noise and Damages," The Southwestern Legal Foundation; and several chapters in the three different editions of the Missouri Condemnation Practice Handbook. He also was a former Editor of the American Bar Association Committee on Condemnation Newsletter.



Jason Iezzi's Profile

Jason Iezzi Related Seminars and Products

Boyd, Kenter, Thomas & Parrish LLC


Mr. Jason Iezzi is an associate attorney at Boyd, Kenter, Thomas & Parrish, LLC, practicing in the areas of workers' compensation and personal injury. He first joined the firm in 2011 as a law clerk. Since he graduating from UMKC Law in 2012, he has litigated hundreds of workers' compensation cases. Jason has argued his clients' cases before the Labor and Industrial Relations Commission and Court of Appeals for the Western District of Missouri. 
Jason is an active member of MATA, the Workers' Injury Law & Advocacy Group, and the Association for Women Lawyers of Greater Kansas City. He lives in downtown Kansas City with his wife, Kelly (who is amazing).

 


Comm. Carole Lewis Iles's Profile

Comm. Carole Lewis Iles Related Seminars and Products

Missouri Administrative Hearing Commission


Carole Iles was appointed to the AHC in 2023. Previously, she was in private practice where she focused on state tax litigation and tax incentives. She has also served as General Counsel of the Missouri Department of Revenue, an Assistant Missouri Attorney General, and a Missouri Supreme Court law clerk.


Stacey Janssen's Profile

Stacey Janssen Related Seminars and Products

Janssen Estate, Probate & Elder Law


Stacey L. Janssen, returned to her own practice in 2022, founding Janssen Estate, Probate & Elder Law, LLC, practicing in the areas of estate planning, probate administration, and fiduciary litigation, practicing in both Kansas and Missouri. Ms. Janssen has a Bachelor of Arts and a Juris Doctorate from the University of Kansas. Ms. Janssen currently serves as the chair of the Kansas City Metropolitan Bar Association’s Probate Committee and serves as Treasurer to their board of directors. She has been recognized as a Super Lawyer, Best of the Bar and in 2021 received the KCBMA’s Distinguished Counselor Award. 


Stephen Jeffery's Profile

Stephen Jeffery Related Seminars and Products

Jeffery Law Group, LLC


Steve Jeffery has over 35 years of experience in environmental law and environmental litigation matters.  He is recognized in ChambersUSA®, Best Lawyers in America® and Missouri/Kansas Superlawyers.®  He was named by Best Lawyers in America® as the 2023 St. Louis "Lawyer of the Year" for Litigation-Environmental and the 2014 St. Louis "Lawyer of the Year" for Environmental Law.  In 2022 and 2023, Missouri Lawyers Weekly® included Steve on the "Power List" for Environmental and Energy Law Attorneys in Missouri.

Steve's practice includes litigation, regulatory compliance and transactional matters, as well as representation before State and Federal regulatory agencies.  He has argued several environmental cases before the Missouri Supreme Court and all three Missouri Courts of Appeal.  Also, he is a frequent speaker on environmental topics.   


Cassidy Johnston's Profile

Cassidy Johnston Related Seminars and Products

Gump, Faiella & Bugalski, LLC.


Ms. Johnston is an associate for the law firm of Gump, Faiella, and Buglalski, L.L.C. She focuses her practice on family law, criminal law, estate planning, probate law, real estate transactions, and personal injury.
Ms. Johnston grew up in Clarence, Missouri and attended high school at South Shelby. She then went on to study Criminal Justice Administration at Columbia College in Columbia, Missouri, and ultimately received her Bachelor of Science in Criminal Justice Administration.
Ms. Johnston continued her education at Creighton University School of Law in Omaha, Nebraska where she received her Juris. Ms. Johnston was admitted into the Missouri Bar and began her career at the James McConnell Law Office where she practiced for two years before joining the team at Gump, Faiella, and Bugalski, L.L.C.


Tiffannie Kennedy's Profile

Tiffannie Kennedy Related Seminars and Products

The Probate Law Center


A Kansas City native, Tiffannie is passionate about serving her community. She has won several awards thanks to her leadership, passionate advocacy, and empathetic guidance for her clients. While her focus is on probate law, she has years of experience working as a trial attorney. She will skillfully advocate for you so that your legacy can live on.


Tara Lamer Related Seminars and Products

Glass House Private Investigations LLC


Terry Lawson's Profile

Terry Lawson Related Seminars and Products

Legal Services of Eastern Missouri, Inc.


Terry Lawson is the Consumer Program Managing Attorney for LSEM in St. Louis. His consumer work includes defending tenants facing illegal evictions and suing landlords and property managers for misconduct. Terry is a member of the Missouri Supreme Court’s Civil Justice Reform and Associate Circuit Court Rules Committees.


Elizabeth Lynch's Profile

Elizabeth Lynch Related Seminars and Products

Chinnery Evans & Nail, P.C.


Betsy Lynch, is a proactive problem solver for small businesses. She represents small businesses in contract and vendor disputes, loan negotiations, bankruptcy, and also helps protect assets using estate & succession planning tools. She received her Bachelors degree in Business and Finance from Westminster College in 2002 and her Juris Doctorate from the University of Missouri-Kansas City in 2005. While clerking for the Honorable Robert L. Trout, an Associate Circuit Judge in Jackson County, she gained experience with landlord-tenant matters, collection suits, small claims matters, county ordinance violations, and civil trials. She left the clerkship in 2007 to practice bankruptcy law at a small law firm in Kansas City. In 2011, she, like many of her clients, opened her own business where she practiced in the areas of business law, bankruptcy, and estate planning, representing small business owners in all areas of asset protection for over twelve years. She joined Chinnery Evans & Nail, PC in 2023 in an effort to provide more comprehensive services to her small business clients.


Lindsay Marty Related Seminars and Products

Above the Bar Marketing, LLC


Denise McCracken's Profile

Denise McCracken Related Seminars and Products

D.B. McCracken Law, LLC and D/b/a Dogwood Advisors


Timothy McCurdy's Profile

Timothy McCurdy Related Seminars and Products

The McCurdy Law Firm, LLC


Tim McCurdy is Of Counsel at the firm. Tim grew up on a farm in Southwest Iowa. After obtaining his law degree from the University of Notre Dame, Tim moved to St. Louis to “watch a few Cardinals games” before returning to Iowa. Tim met his now wife and his plans quickly changed – Tim has called St. Louis home for more than twenty years.

Throughout Tim’s legal career, he has helped clients protect their rights in lawsuits throughout the country. After watching a loved one suffer from Alzheimer’s disease, Tim developed a passion for elder law. Tim’s practice now combines his more than twenty years of litigation experience with an in-depth knowledge of estate planning and probate.

Tim devotes his practice to helping families navigate disputes involving estate plans and probate administration. Tim’s trusts and estates litigation practice includes trust and will contests, the removal of fiduciaries, demands for accountings, and contested guardianships. Tim is also frequently appointed by probate judges to represent individuals facing guardianship petitions, and as a court-appointed fiduciary.

Tim also helps families protect their life savings while ensuring access to the health care they need through Medicaid and special needs planning. Tim’s elder law practice also includes helping families develop estate plans to avoid probate and to protect against future challenges to their estate plan.

Tim lives in Chesterfield with his wife, two sons, and two dogs. Outside of the office you can likely find Tim in the stands at a hockey rink or a theater cheering on his sons.


Nina McDonnell's Profile

Nina McDonnell Related Seminars and Products

McDonnell Appeals, LLC


Nina McDonnell has spent her career working in criminal and civil appellate law, as well as post-conviction practice. In addition to working directly for clients in an appeal or post-conviction case, Nina provides embedded appellate services in trials, case consultation, issue consultation, and legal research and writing services to attorneys and law firms.
Before founding McDonnell Appeals, Nina was an assistant public defender where she practiced criminal and civil law in the Appellate and Post-Conviction unit of the Missouri State Public Defender. Nina's dedication to indigent clients continues as she serves as a special public defender for MSPD in conflict cases.


Stacy Parmer's Profile

Stacy Parmer Related Seminars and Products

The Missouri Bar


Stacy Parmer is a Licensed Professional Counselor, Licensed Marital and Family Therapist and Registered Alcohol Drug Counselor. She received her master’s degree in education from Stephen’s College. She has more than 16 years of supervisory, counseling, and administrative experience working within the mental health and substance use field. Her career history includes delivering and managing staff assigned to provide individual and group therapy, developing and implementing a comprehensive dialectical behavioral therapy program, streamlining admission assessments and enrollment processes, and directing case management operations. She is the Director of the Missouri Lawyers’ Assistance Program.


Scott Pierson's Profile

Scott Pierson Related Seminars and Products

Twibell Pierson Criminal Law


Scott Pierson is an accomplished criminal defense attorney and partner at Twibell Pierson Criminal Law in Springfield, Missouri. He works closely with non-profits, including SMBA's Clean Slate Clinic, in offering expungement services for indigent clients. 



David Ransin's Profile

David Ransin Related Seminars and Products

Ransin Injury Law


David W. Ransin, founder of Ransin Injury Law, in Springfield, Missouri, as a trial lawyer since 1982, exclusively represents people and their families in catastrophic injury and death litigation after car, motorcycle, bicycle, pedestrian and tractor trailer crashes including many jury trials, appeals, and the Supreme Court of Missouri.


Susan Sander's Profile

Susan Sander Related Seminars and Products

Fringe Benefits Specialists, Inc.


Susan Sander is a Partner with FBS, She works with Benefits for over 50 Clients Companies In addition she is a certified licensed Medicare Agent for over 20 years. She is a member of NABIP for 25 years and the Leading Producers Round Table for the past seventeen consecutive years. 


Patricia Scaglia's Profile

Patricia Scaglia Related Seminars and Products

Scaglia Law Firm, LLC


Patricia M. "Tricia" Scaglia is a solo practitioner in Independence primarily practicing in family law. She frequently serves as a guardian ad litem and mediator.

Tricia has served on The Missouri Bar Board of Governors since 2012. She is a past chair of the Family Law Section. Tricia was a recipient of the President's Award in 2016 and was the 2012 recipient of the Roger P. Krumm Family Law Award.

Tricia earned her Juris Doctor from University of Missouri-Kansas City School of Law in 1997.


Michael Shipley's Profile

Michael Shipley Related Seminars and Products

Law Offices of Michael S. Shipley , LLC


Mr. Shipley graduated in 1985 from of the University of Missouri Law School as a member of Phi Beta Kappa and the Order of the Coif.  Following a clerkship with U.S. District Judge Howard Sachs, he has spent over 35 years in small firm and solo practice, concentrating on civil and criminal litigation as well appellate practice.  He has served as lead counsel in dozens of jury and bench trials and approximately 30 appeals in the Missouri Court of Appeals, Missouri Supreme Court and United States Court of Appeals for the 8th Circuit.  Over the years he has presented numerous CLE’s on a variety of topics on behalf of the Missouri Bar Association, NBI, the Missouri Municipa



Kelly Spann's Profile

Kelly Spann Related Seminars and Products

FortmanSpann, LLC


Kelly is married to her husband Todd and is the proud mom of Kyle, 19, Kinley, 12, and Kane, 7. She began working for Jon in 2004 as his legal assistant and paralegal. She graduated from Western Governors University in 2016 with a Bachelor of Science in business management. After gaining years of experience and encouragement from numerous other legal professionals, Kelly obtained her Juris Doctorate from St. Louis University School of Law in 2021 with a concentration in intellectual property law. After passing the Uniform Bar Exam and being sworn into the State of Missouri Bar in September 2021, she became Jon’s partner, and FortmanSpann, LLC was born.
Kelly has fought for others alongside Jon for many years and looks forward to continuing to help more people through the practice of law. She too is an active member in her community and enjoys giving back by volunteering for numerous local organizations. She rarely goes anywhere in Florissant without knowing someone!

 


Hon. Janet Sutton's Profile

Hon. Janet Sutton Related Seminars and Products

Missouri Court of Appeals


Honorable Janet Sutton was appointed to the Western District Court of Appeals in December of 2021.  She served previously as Circuit Judge in the 7th Judicial Circuit in Clay County, Missouri from 2013 to 2021 and as Associate Circuit Judge from 2003 to 2013.  She previously served as an Assistant Prosecuting Attorney for Clay County from 1990 to 1999, and as the Chief Assistant Prosecuting Attorney from 1999 to 2003.  She was the legal counsel to the Clay County Sheriff’s Office from 1993 to 1999.  She worked for the City of Excelsior Springs first as the municipal prosecutor from 1994 to 2000, and then as the municipal judge from 2001 to 2002.  She received her undergraduate degree in Communication Studies from UMKC and her law degree in 1990, also from UMKC. Judge Sutton is married and has one son. She lives in Liberty, Missouri.


Jordan Turk's Profile

Jordan Turk Related Seminars and Products

Smokeball


Jordan is a practicing attorney in Texas, and the Legal Technology Advisor at Smokeball. In addition to her law practice, she’s passionate about legal technology and how it can revolutionize law firms.’
Jordan graduated from the University of Texas at Austin with a B.A. in Classics, History, and Religious Studies and then went on to attend the University of Arkansas School of Law to earn her J.D. After almost four years of practice with a high-asset family law firm in Houston (and after being frustrated at the lack of automation in her firm), she discovered the world of legal technology which ultimately brought her to Smokeball.
In her podcast, Hacking Law Firm Success with Jordan Turk, she interviews law firm founders about how they grew and scaled their practices, as well as their ethos behind managing a firm.

 


John Tyner's Profile

John Tyner Related Seminars and Products

Langdon & Emison


As a lawyer at Langdon & Emison, John devotes his practice to helping people who have been catastrophically injured or have lost loved ones in accidents involving defective products; trucking accidents; premises liability; and other instances of negligence. John’s depth of experience allows him to play a key role in all phases of litigation from case initiation to resolution.  In addition, John has experience in assisting consumers who have been deceived and lied to by corporations.
Prior to joining Langdon & Emison, John was a shareholder at a Kansas City, Mo., large law firm where he first- and second-chaired jury trials and bench trials in U.S. District Courts and other state courts. During that time, John also drafted appellate briefs and writs and argued to the Missouri appellate courts.
John is a licensed member of the Missouri and Kansas bar. Prior to becoming a litigator, John was a law clerk for the Missouri Court of Appeals, Southern District.
John is a 2006 graduate of The University of Iowa College of Law where he graduated with distinction. In 2003, he graduated magna cum Laude from the University of Notre Dame with a bachelor’s degree in Business Administration.

 


Justin Watkins's Profile

Justin Watkins Related Seminars and Products

Langdon and Emison


Throughout his legal career Justin has obtained substantial results for his clients. At Langdon & Emison he represents clients in a wide array of personal injury litigation, including cases involving auto product defects, wrongful death, and dangerous consumer products.


James Weyand's Profile

James Weyand Related Seminars and Products

10th Circuit Juvenile Office


J.C. Weyand is the longtime State's Attorney & Chief Juvenile Officer for the 10th Judicial Circuit, handling all child abuse / neglect and juvenile cases for Marion, Ralls, and Monroe Counties. Weyand is also Professor at Hannibal-LaGrange University. He has been a featured presenter at MOSOLO every year since 2019.


Comm. Gretchen L. Yancey's Profile

Comm. Gretchen L. Yancey Related Seminars and Products

13th Judicial Circuit Court


Commissioner Gretchen Yancey was appointed in Family Court Commissioner in the 13th Judicial Circuit in 2024 and primarily presides over dissolutions, motions to modify, and paternity cases. She had over twenty years of experience in family law litigation, mediation, and guardian ad litem work in mid-Missouri prior to her appointment. 


Hon. Jeffrey Bates's Profile

Hon. Jeffrey Bates Related Seminars and Products

Mo. Court Of Appeals


Judge Bates was appointed to the Court of Appeals, Southern District, beginning Dec. 1, 2003, and he was retained in 2006 and 2018. He has long served on the State Judicial Records Committee and Court Management of Technology Committee.

Judge Bates was engaged in private practice in Springfield from 1984 - 2003, trying complex personal injury and wrongful death cases.

Judge Bates earned his Juris Doctor in 1984 from the University of Missouri–Columbia where he served as associate editor-in-chief of the Missouri Law Review. He graduated in 1979 from Southwest Missouri State University with a B.S. in speech.


Katherine Wessling's Profile

Katherine Wessling Related Seminars and Products

Crime Victim Center--Legal Rep. Program


Katherine Wessling is Managing Attorney at Crime Victim Center, St. Louis. For 27 years she has represented domestic violence, sexual assault and stalking survivors. Her work with traumatized clients makes her a firm believer that all attorneys should be cognizant of secondary trauma and how it may impact their practice.


Session information

Wednesday, June 5
Conference registration | 3-6 p.m.

Thursday, June 6
Conference registration open | 7:30 a.m.-5:30 p.m.

Exhibit Hall open | 8 a.m.-4:30 p.m.

Coffee Shop | 8-10 a.m.

Pre-conference program | 8-9:50 a.m. 
The Bar Plan risk management program: The ethics and malpractice risks of AI
Speaker: Christian A.Stiegemeyer
, The Bar Plan Mutual Insurance Company, St. Louis
$75 additional registration 

Opening plenary | 10-11:10 a.m.
Remote public access: June 2024 update on common redaction and ethics questions
It has been almost a year since the opening of Case.net to the public by remote public access, but lawyers still have important questions about complying with the redaction requirements. This updated CLE will provide practical guidance to lawyers on common redaction questions. Through a series of scenarios, the redaction requirements will be applied to assist lawyers in understanding their obligations. Additionally, common ethics questions related to redaction issues will be discussed. 
Attendees will:

  • Gain a better understanding of what information is subject to the redaction requirements.
  • Gain a better understanding of the mechanics of how Case.net works, including security levels and document types.
  • Gain a better understanding of the ethical issues of proper redaction practices pursuant to the Missouri Rules of Professional Conduct

Speakers: Hon. Jeffrey W. Bates, Missouri Court of Appeals, Springfield; Melinda J. Bentley, Legal Ethics Counsel, Jefferson City

Breakout session 1 | 11:30 a.m.-12:20 p.m.
Anatomy of car sales: How the MMPA applies before, during, and after the sale
Speaker: Bryan E. Brody
, Brody & Cornwell, St. Louis

Fully redacting PDF documents
Speakers: Paul G. Henry
, Denlow & Henry, St. Louis; David W. Ransin, Ransin Injury Law, Springfield

What Missouri solo and small firm attorneys need to know about veterans' benefits
Speaker: Jeffrey J Bunten
, Jeffrey J Bunten LLC, Chesterfield

How to keep their affairs in order
Speaker: Stacey L. Janssen
, Janssen Estate, Probate & Elder Law, Mission, KS

Advanced GAL | Termination of Parental Rights: What's Civil about the Civil Equivalent of the Death Penalty?
An examination of the termination of parental rights process with emphasis on the constitutional issues of notice, due process, separation of powers and legislative control of the bar. 
This program will review:

  • The examination of the goals of the Adoption and Safe Families Act (ASFA) and how well those goals are being met.
  • The impact of the child of a termination.
  • Tips on how to handle a TPR case and preserve matters for appeal.
  • Understanding of the concept of "ambiguous loss" - a child's profound sense of loss and sadness that is not associated with a death of a loved one.
  • A comparison of the constitutional requirement of "unfitness" relates to factors required under the Missouri TPR Statute.
  • Awareness of the legislative attempts to define the role of the guardian ad litem.

Speaker: David R. Crosby, Crosby Law Office, Hillsboro

Lunch | 12:20-1:20 p.m.

Lunch and learn programs | 12:20-1:10 p.m.

Breakout session 2 | 1:30-2:20 p.m.
Advanced GAL | Unfounded claims and the results. What do you do when a child believes something that isn’t real?
Speaker: Cassidy Johnston
, Gump, Faiella & Bugalski, LLC, Moberly

Starting a practice bootcamp | The business of law: A plan to make it work
With so many attorneys practicing at solo and small firms and with the practice of law becoming such a competitive field as marketing has become more commonplace, having a plan in place to ensure success can be critical. This session will focus on large picture blueprint of what to consider and how to create a business plan.
You will learn:

  • What a business plan is.
  • Why having a business plan is important.
  • How having a business plan can lead to success.

Speakers: Paemon Aramjoo and Ashley Aramjoo, Aramjoo Law Firm, LLC, Liberty

Franchise Law: It is more than a contract!
Speakers: Kelly Spann,
FortmanSpann, LLC, Florissant; Annette P. Heller, TM Law & Associates, Chesterfield 

Mindfulness in the age of technology: The keys to lawyer well-being
Speaker: Katherine Wessling
, Crime Victim Center--Legal Rep. Program, St. Louis

When do you tell your client to contact a CPA
Speaker: Nicole E. Forsythe
, Forsythe Law Office LLC, Kansas City

Breakout session 3 | 2:40-3:30 p.m.
Advanced GAL | No abuse or neglect… What’s a GAL to do? The role of GALs in cases where there is no abuse or neglect
Guardians ad Litem find themselves appointed sometimes in custody matters that do not involve abuse or neglect. What is the role of the GAL in such cases? During the session, we will discuss the ways in which the GAL can assist families and the Court in their quest to advocate for the children's best interests.
The presentation will focus on: 

  • Ways the GAL can define his or her role.
  • How the GAL can give the Court what he/she needs to act in the child's best interests.
  • How to help parents find the tools to act in their child's best interests.

Speaker: Commissioner Gretchen L. Yancey, 13th Judicial Circuit Court, Columbia

Starting a practice bootcamp | How to’s of the operational plan: How to project finances

AHC: Nuts and Bolts
Speaker: Spencer Bartlett
and Carole Lewis Iles, Missouri Administrative Hearing Commission, Jefferson City

The basics of Workers' Comp
Learn how to handle a workers' compensation claim from the initial client intake through the appeals process from the perspective of representing an injured worker.
Focus points: 

  • Weed out problem clients.
  • Obtain evidence.
  • Prove medical causation.
  • Maximize settlement value.
  • Evaluate potential civil actions stemming from the workers' comp claim.

Speaker: Jason J. Iezzi, Boyd, Kenter, Thomas & Parrish LLC, Independence

Re-examining "the totality of circumstances" in a DWI arrest
Officers sum up their DWI arrest decision based on the "totality of circumstances," but what does that mean? The DWI Detection Process contains three phases. This session focuses on Phases One and Two of the NHTSA training for DWI Detection and Standardized Field Sobriety Testing which officers obtain in the academy. Using real case examples, Ms. Childress will demonstrate case analysis techniques and cross-examination practice tips to weigh evidence, revealing and challenging the totality of circumstances surrounding your client's arrest.
Focus points will include:

  • Driving requires divided attention, which is impaired by intoxication.
  • The DWI detection process aims to test a driver's ability to divide attention.
  • Understand officer training in Phase One - Vehicle in Motion.
  • Understand officer training in Phase Two - Personal Contact.
  • Reshape your case analysis around this training to issue-spot divided attention ability.
  • Develop cross-examination questions to best weigh the totality of circumstances.

Speaker: Denise L. Childress, Childress Legal LLC, Chesterfield

Breakout session 4 | 4-4:50 p.m.
Advanced GAL | Parent manipulation: How to properly represent the child
Speaker: Cassie J. Bugalski
, Gump, Faiella & Bugalski, LLC, Moberly

Starting a practice bootcamp | How to’s of a marketing plan 
Speker: Annette N. Choti
, Law Quill, Lee's Summit

Bad faith: Maximizing recoveries
We will address the fundamentals of a bad faith claim and how settlement strategies can increase the likelihood of a full recovery for injured claimants in the face of limited coverage.
You will learn how to:

  • Recognizing the excess claim.
  • Make the carrier do its job.
  • Avoid pitfalls and defenses.
  • Secure the bad faith claim.

Speaker: Kirk R. Presley, Presley and Presley, LLC, Kansas City

Voir Dire: New approaches to an old procedure
Speaker: David W. Ransin
, Ransin Injury Law, Springfield

Sponsor and exhibitor reception | 4:50-5:50 p.m.

Friends of Bill W. | 4:50 p.m.

Boathouse bash dinner | 6-8 p.m.

Bowling (4 lanes for attendees and their guests to enjoy at no charge) | 6:30-8:30 p.m.

Arcade (all games open for attendees and their guests at no charge) | 6:30-8:30 p.m.

Night cap reception | 8:30 p.m.

Friday, June 7
Conference registration open | 7 a.m.-5 p.m.

Exhibit Hall open | 7 a.m.-1 p.m.

Breakfast | 7:30-8:30 a.m.

CLE@Sunrise programs | 7-8:10 a.m. (breakfast available at 6:45)

  • Tips, Tricks and Stories from Recent Cases 

Speakers: Brennan B. Delaney, Langdon and Emison, Lexington; Heather J. Hardinger, The Meyers Law Firm, Kansas City; Annette Heller, TM Law & Associates, Chesterfield; N. Carol Hutcheson, Carol Hutcheson Law Office, Springfield; David W. Ransin, Ransin Injury Law, Springfield; Kelly Spann, FortmanSpann, LLC, Florissant

Breakout session 5 | 8:30-9:20 a.m.
Starting a practice bootcamp | How to’s of client billing and collection 

Civil procedure: Knowledge of the rules is power
Case study analysis of how to use the Rules of Civil Procedure to shape factual and legal issues for trial. Underlying case pitted solo attorney and small general contractor against a large resort developer and a national law firm with 800 attorneys. The small guys won the $6 million dollar war, but lost nearly every battle along the way because of opposing counsel's superior knowledge and effective use of the Rules. This program examines the inherent power of the Rules to dictate the course and conduct of litigation. 
Focus Points:

  • The Rules are a source of power for use in shaping factual and legal issues for trial.
  • The litigator with the most knowledge and experience with the Rules has the advantage.
  • A small firm or solo attorney can still beat the biggest and the brightest, but not without knowledge and effective use of the Rules. 

Speaker: Ric Ashe, Ashe Law, LLC, Springfield

Essentials of estate planning: The must-haves of estate planning
Speaker: Rebecca A. Auriemma
, Lifescape Law & Development, LLC, Liberty

Maximizing mediation: Understanding the psychology of settlement and getting the most out of settlement conferences
This highly-rated course takes us through the psychology of decision-making; client relations; adjusting risks; and dealing with high-conflict personalities. Also discussed are the 'Seven Steps to Settlement', and the biggest mistakes lawyers make in the settlement process. Ethical rules and obligations are also discussed and modeled throughout the presentation.
Takeaways include:

  • Honesty with clients and managing expectations.
  • Understanding the "process" of settlement.
  • Seven ways to enhance settlement possibilities through cooperation and communication and not sub-serving the wrong interests.
  • Managing high-conflict personalities. 
  • Knowing when the timing is right (and wrong) for a settlement conference.

Speaker: Claude E. Ducloux, LawPay, Austin, TX

Demystifying AI for law firms
Speaker: Lindsay Marty
, Above the Bar Marketing, LLC, Madison, WI

Breakout session 6 | 10-10:50 a.m.
Nobody's perfect: Common mistakes landlords make when evicting residential tenants
The eviction process can be simple and straightforward. Nonetheless, many landlords (and their counsel) make errors that can give rise to tenant defenses and even counterclaims. This session will cover a "hit list" of procedural mistakes, overreach, and greedy behavior that can get landlords into hot water. Think there are no defenses to eviction cases? Think again!
You will learn:

  • 1. Most common proper and improper methods of residential eviction.
  • 2. How tenants can capitalize on the errors landlords (and their attorneys) make when evicting.
  • 3. Basic tenant defenses and claims.

Speaker: Terry Lawson, Legal Services of Eastern Missouri, St. Louis

An appellate primer: Perspectives from the bench and bar
Speaker: Michael S. Shipley
, Law Offices of Michael S. Shipley , LLC, Liberty; Hon. Janet Lodwick Sutton, Missouri Court of Appeals, Kansas City

Great case but client can’t pay: What to do? Litigating non-personal injury contingency cases
Speakers: John M. Tyner
and Justin R. Watkins, Langdon and Emison, Lexington

How to improve efficiency and productivity to grow your law firm
Speaker: Jordan Turk
, Smokeball, Chicago, IL

Starting a practice boot camp | Client relationships
Speaker: Morry S. Cole
, Gray, Ritter & Graham, PC, St. Louis,

Breakout session 7 | 11:05-11:55 a.m.
Social sleuthing: The art of finding and analyzing social media for litigation
Speaker: Tara J. Lamer
, Glass House Private Investigations LLC, Kansas City

Essential tech, tools and talent for small firms
Do you procrastinate on practice improvements? Have you been pushing technology matters to the end of your to-do list? Software and services provide greater productivity, professionalism, and profitability, all of which are likely goals of your law firm — whether you're anchored by brick-and-mortar or operating virtually. From time-tracking tools to case management systems, email providers to calendaring solutions, there are several heavy hitters in each major category of legal tech (and most come in at affordable costs, too). Smith.ai's Tom Armitage is here to offer software suggestions and explain how each tool can help you run a more efficient and profitable law firm. He’ll also talk through the considerations you'll need when choosing your tools and how outsourcing can complement your legal work.
Focus points of the presentation:

  • How to choose the right technology (with suggestions) to earn back more billable time.
  • How to offload thankless chores and unnecessary interruptions.
  • How to manage and assign projects and tasks efficiently.
  • How to better manage lead intake to create more business opportunities. 
  • Ways virtual receptionists can qualify and intake new leads effectively.
  • How to lead a more scalable small or solo law practice remotely.

Speaker: Thomas J. Armitage, Smith ai, Palo Alto, CA

Trust account rules and best practices 2024
Speakers: Melinda J. Bentley
, Legal Ethics Counsel, Jefferson City; Natalie Jo Spangler, The Supreme Court of Missouri, Jefferson City

Constitutional updates on Missouri expungement law and marijuana and DUIs: A changing landscape
Speaker: Scott B. Pierson
, Twibell Pierson Criminal Law, Springfield

So do I have to pay my student loans now? Or not?
Speaker: Elizabeth S. Lynch
, Chinnery Evans & Nail, PC, Lees Summit

Breakout session 8 | 12:50-1:40 p.m.
Navigating retirement and the roles Social Security, Medicare, and financial planning will play
Americans look for the right guidance as they move from the world of employment to often part-time employment and retirement. The main facts regarding Social Security and Medicare have a major impact on clients' senior years. The media provides the sales pitch but what are the main elements that one should be aware of. *Take Cobra - not always wise before Medicare is elected * What about expensive prescriptions * How to work with trusted advisors for the pathway to answers. 
This session will review:

  • Knowing that solid advice is to be found through one's attorney, CPA, financial advisor and very possibly a certified and licensed Healthcare/Medicare Specialist. 
  • Employees at Social Security offices are able to provide only bare facts but are not of the same caliber as professionals.

Speaker: Susan E. Sander, Fringe Benefits Specialists, Inc., St. Louis

Nuts and bolts of probate
Speaker: Tiffannie M. Kennedy
, The Probate Law Center, Kansas City

When has the line been crossed
Speakers: Heather J. Hardinger
, The Meyers Law Firm, Kansas City; Candice D. Coats, Truist Insurance Holdings, LLC, Kansas City

Expunged? But can you buy, possess or hunt with a gun? 
Speakers: Joseph S. Passanise
, Wampler & Passanise, Springfield; Craig R. Heidemann, Douglas, Haun & Heidemann, PC, Bolivar

Breakout session 9 | 2-2:50 p.m.
Environmental litigation: Industrial sludge spreading in outstate Missouri
Speaker: Stephen G. Jeffery
, Jeffery Law Group, LLC, Chesterfield

Estate litigation implicit bias (elderly and disabled)
Speaker: Timothy F. McCurdy
, The McCurdy Law Firm, LLC, Chesterfield

How to create amazing and consistent content on social media
Speaker: Annette N. Choti
, Law Quill, Lee's Summit

The kid said what: Hearsay exceptions for children
Speaker: James "J.C." Weyand
, 10th Circuit Juvenile Office, Hannibal

Marijuana program
Speaker: Denise B. McCracken
, D.B. McCracken Law LLC, St. Louis

Breakout session 10 | 3:30-4:20 p.m.
The Lasso way: What watching Ted taught me about being a better lawyer
This CLE will feature clips for the recent Apple TV Series "Ted Lasso" followed by a discussion of applying principles from the show that can be applied to the practice of law. 
Key points:

  • Collegiality.
  • Trial practice.
  • Personal well-being.

Speaker: Brennan B. Delaney, Langdon and Emison, Lexington

How to file due process in special ed in IEP
Speakers: Julia A. Chaney-Faughn
, Cruse Chaney-Faughn, PC, Hannibal; Diane Dragan, Dragan Law Firm, LLC, Kirkwood

Geofence warrants, geospatial technology, and courtroom demonstratives
Speaker: Christopher W. Dunn
, GeoVelo, LLC, Columbia

The ethics of hanging out your own shingle: How to have positive client relationships and avoid complaints
When you are setting up a new practice, the Rules of Professional Conduct can help guide you to success. This program will explore areas that frequently result in client complaints in the context of the Rules, and it will help you have positive client relationships and ethical firm practices. 

  • The most common ethics violations based on disciplinary complaints.
  • Key ethical considerations to hanging out your shingle.
  • Resources to assist with ethical questions.

Speakers: Melinda J. Bentley, Office of Legal Ethics Counsel and Advisory Committee of the Supreme Court of Missouri, Jefferson City; Keith A. Cutler, James W. Tippin & Associates, Kansas City

Friends of Bill W. | 5 p.m.

Reception | 5-6 p.m.

Dinner and Big Game Show | 6-8 p.m.

Saturday, June 8

Conference registration open | 7-11 a.m.

Breakfast | 7-8:10 a.m.

Breakout session 11 | 8:15-9:05 a.m.
Hail yes! Property damage and insurance claims
This informative CLE session will explore the billion dollar world of first-party property damage insurance claims. It will cover the anatomy of a claim, public adjusters, inspections and experts, policy language, burdens on the insured and the insurance company, past and current case law, and many others. 
Takeaways include:

  • These claims/cases are not your typical litigation matters.
  • This practice is not for everyone because it requires deep pockets and knowledge of the laws in multiple states.
  • These cases are emotionally charged.
  • Reading and understanding insurance policies is a must.

Speaker: Brandee B. Bower, Bower Law Firm LLC, Lees Summit

Productivity: Where did my day go?
Speaker: N. Carol Hutcheson
, Carol Hutcheson Law Office, Springfield

Immigration law for other lawyers
Immigration law, like so many other areas of law, can be unwieldly and complex. This session aims to be a one-hour presentation that gives lawyers who do not generally practice immigration a look into the nuts and bolts of immigration law and how it might impact their clients; and clients' issues in other areas of the law and the decisions these clients might make. Like many other areas of law, immigration law can impact so many areas. Family law and criminal law are two areas that are often immediately affected by immigration law.
Focus Points:

  • Immigration law is not simply completing forms for clients.
  • Immigration law requires a deep dive into many areas because there are many negative consequences that can result if there is not enough due diligence.
  • Clients and their Attorneys must be aware of the need to provide substantial evidence for immigration cases. 
  • Every case is indeed different.

Speaker: Nadine Atkinson-Flowers, Law Office of Nadine C. Atkinson Flowers, Philadelphia, PA

ESOP as a business succession plan
This session will cover the basics of what an employee stock ownership plan (ESOP) is, how typical ESOP transactions are structured, and how ESOPs can fit into business succession planning.

  • What is an ESOP?
  • How does an ESOP compare to other business succession alternatives?
  • What are the tax benefits to a business owner selling to an ESOP?
  • What are the tax benefits of a company being owned by an ESOP?

Speaker: Jordan W. Bergkamp, Husch Blackwell LLP, Kansas City

Breakout session 12 | 9:20-10:10 a.m.
Successful Succession: Make a Plan for Your Firm 
Speaker: Jordan Turk
, Smokeball, Chicago, IL

Legislative update and case law
Speaker: Patricia M. Scaglia
, Scaglia Law Firm, LLC, Independence

Mental health, ethics, well-being
Speaker: Stacy Parmer
, Director of the Missouri Lawyer Assistance Program, Jefferson City

The right to confrontation 
Speaker: Nina McDonnell
, McDonnell Appeals, LLC, Clayton

Closing plenary | 10:30-11:30 a.m.
Top 10 ethical issues for solo and small firm practitioners
This will be an ethics CLE covering the Top 10 ethical issues from the perspective of a solo and small firm practitioner. We will review the latest Missouri OCDC report and compare from previous years the top ethical complaints and how they pertain to solo and small firm practitioners. 
Takeaways include:

  • Understanding of where to find data on ethical issues for Missouri attorneys.
  • Understanding the top ethical pitfalls and how to avoid them.
  • Understanding public case information and conducting comparative analysis and how to avoid these top ethical problems.

Speaker: Danielle M. Atchison, Mdivani Corporate Immigration Law Firm, Overland Park

Schedule as of 4/16/24

Opinions and positions stated by presenters of MoBarCLE programs are those of the presenters and not necessarily those of The Missouri Bar. This program is intended as information for lawyers in Missouri, in conjunction with other research they deem necessary, in the exercise of their independent judgment.

Pass Details

Standard Pass
Early: $320* | Regular: $370
* Early rates end 5/7/2024

  • Access to CLE sessions, panel discussions, and plenaries
  • Provided meals:
    • Thursday: Lunch, dinner, reception
    • Friday: Breakfast, lunch, dinner, reception
    • Saturday: Breakfast
  • Access to program recordings for one year (available approximately one-month after the conference). 
  • NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Virtual Pass 
Early: $320* | Regular: $370

* Early rates end 5/7/2024

  • Virtual access to CLE sessions, panel discussions, and plenaries
  • Access to program recordings for one year (available approximately one-month after the conference). 
  • NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Paralegal/Legal Aid Attorney or Paralegal/State Public Defender/Prosecutor/MO Protection & Advocacy Services
In-person Pass | $250

  • Access to CLE sessions, panel discussions, and plenaries
  • Provided meals:
    • Thursday: Lunch, dinner, reception
    • Friday: Breakfast, lunch, dinner, reception
    • Saturday: Breakfast
  • Access to program recordings for one year (available approximately one-month after the conference). 
  • NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Paralegal/Legal Aid Attorney or Paralegal/State Public Defender/Prosecutor/MO Protection & Advocacy Services
Virtual Pass | $250
 

  • Virtual access to CLE sessions, panel discussions, and plenaries
  • Access to program recordings for one year (available approximately one-month after the conference). 
  • NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Law Student
In-person Pass | $200

  • Access to CLE sessions, panel discussions, and plenaries
  • Provided meals:
    • Thursday: Lunch, dinner, reception
    • Friday: Breakfast, lunch, dinner, reception
    • Saturday: Breakfast
  • Access to program recordings for one year (available approximately one-month after the conference). 
  • NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

Law Student
Virtual Pass | $200
 

  • Virtual access to CLE sessions, panel discussions, and plenaries
  • Access to program recordings for one year (available approximately one-month after the conference). 
  • NOTE: Program recordings viewed after the event can only be reported for self-study. Pursuant to Regulation 15.04.5, a lawyer may receive up to six hours of self-study credit in a reporting year. Self-study programs do not qualify for GAL Certification, ethics, elimination of bias or Kansas credit.

 

 

 

Sponsors & Exhibitors

2024 Sponsors and Exhibitors

 

Exclusive Premier

 

Platinum Sponsors

      

Gold Sponsors

Silver Sponsors

Bronze Sponsors

          

Exhibitors

Above the Bar Marketing, LLC
American Cancer Society
Armanino
Association of Missouri Mediators
Bar Association of Metropolitan St. Louis
Civille
Clear Numbers Bookkeeping
Duck Hunts Records
Fuel Web Marketing
Jeffrey J Bunten LLC
Legal Aid of Western Missouri
Lexitas
Midwest Special Needs Trust
Missouri Lawyers' Assistance Program
Missouri Legal Services
Missouri State Public Defender
Nifty Marketing
Pearl Insurance
Smith.ai
Smokeball
St. Louis Center for Cognitive Health

Tabs3 Software
TBJ LLC/JB Hammer
vLex Fastcase

Conference Lodging Rates

Margaritaville Sign Margaritaville Aerial View Margaritaville Sleeping Room

Margaritaville Lake Resort 
494 Tan Tar A Drive | Osage Beach, MO

Resort & Estate Complex Rates
Guest Room $147
1 Bedroom Suite $241*
2 Bedroom Suite $379*
Rates are per night, plus tax.
*Suites can only be reserved by phone.

Resort Complex guest rooms and suites are in interconnected buildings within walking distance of meeting rooms, resort dining and recreation.

Estates Complex guest rooms and suites are approximately 10 minutes away from the Resort Complex; a free shuttle is available.

Click on the following link to reserve your sleeping room with the code MBAR: https://irm.margaritavilleresortlakeoftheozarks.com/irmng/index.html?g=MBAR.
Or by calling 1-800-826-8272 and providing the agent with group code MBAR or mentioning that you are attending the Solo and Small Firm Conference.

Conference lodging rates end May 7, 2024, or when the block is filled, whichever occurs first.

Group rate is available two days before and after the conference dates, subject to availability. 

Additional Meal Ticket Information

Additional meal ticket pricing:

All meals for children 12 and under are free.

Thursday dinner ticket - adult 13 and over - $30.00

Friday breakfast ticket - adult 13 and over - $30.00

Friday dinner ticket - adult 13 and over - $30.00

Saturday breakfast ticket - adult 13 and over - $30.00

If you would like to purchase additional meal tickets at a later date once you have completed the registration process, login to your MoBarCLE account, locate the 2024 MOSOLO Small Firm Conference, and click on the blue "Buy the Add-On" button. 

If any of your additional meal tickets require dietary restrictions, please contact us at mobarcle@mobar.org.

Scholarships

Thank you to our generous scholarship sponsors!

Application Deadline | April 19, 2024
Recipient Notification | May 3, 2024
***Unless otherwise noted

MoBarCLE | MoBar Practice Management Scholarships

  • Covers a Standard Pass or Virtual Pass for the 2024 MOSOLO Small Firm Conference.
  • Applicant requirements: 
    • Solo or small firm practitioner.
    • Open to new and past attendees.
    • Applicants must demonstrate financial need

Application: MoBarCLE | MoBar Scholarships

 

MoBarCLE Financial Hardship Assistance

Limited funds are available through the MoBarCLE Programs Department for those in need of financial assistance to attend the 2024 MOSOLO Small Firm Conference. If you are not able to attend without a registration fee waiver or a reduced registration fee, you may submit a completed application.

MoBarCLE Financial Hardship Application

Deadline: April 19, 2024

 

Clay County Bar Foundation Scholarship
Provided through the Clay County Bar Foundation

  • Covers a Standard Pass for the 2024 MOSOLO Small Firm Conference
  • Applicant requirements: 
    • Applicant must practice in the Kansas City area

Submit application letters to:
Douglass F. Noland
Noland Law Firm, LLC
34 Westwoods Drive
Liberty, Missouri 64068
816-781-5055 / fax 816-781-5216
Email: doug@nolandlawfirm.com

 

Bob Sigoloff Memorial Scholarship

Covers a Standard Pass for the 2024 MOSOLO Small Firm Conference and two nights of lodging at Margaritaville Lake Resort.

Applicant requirements:

  • Solo or small firm practitioner.
  • Has attended no more than three MOSOLO Small Firm Conferences.
  • To honor the spirit of Bob Sigoloff, the application should describe how attendance will help you further your commitment to promoting a sense of family, camaraderie, and collegiality among attorneys.

Application: Bob Sigoloff Memorial Scholarship

Cancellation Policy

2024 MOSOLO Small Firm Conference Registration Cancellation & Refund Policy

  • All cancellation and refund requests must be in writing to mobarcle@mobar.org
     
  • A full refund of the registration fee will be issued if we receive your written cancellation by May 30, 2024. You will not have access to electronic course materials.
     
  • No refund of the registration fee will be issued if we receive your written cancellation after May 30, 2024. You will have access to electronic course materials.

Photo/Video/Comments Permission

MoBarCLE may take photos and video at this program. By attending, you give The Missouri Bar permission to use images or audio captured at these programs, as well as any written comment on evaluation forms, in any electronic or printed communications by The Missouri Bar and for any educational, advertising, and promotional purposes. You agree to release The Missouri Bar, its employees, agents, and designees from liability for any violation of any personal or proprietary right you may have in connection with such use.

Health and Safety Information

The Missouri Bar takes the safety and well-being of its members, the public, and its employees very seriously. We continue to monitor the latest public health updates. We will inform you of any changes to events that affect you. This includes any cancellation notices or changes to venue, format, or safety guidelines.

We encourage all attendees of Missouri Bar events to be aware of and follow public health guidelines for large gatherings. Help us keep everyone in attendance safe by not attending an event if you are ill or believe you may be contagious. Be respectful of the personal comfort level of other attendees when it comes to physical distancing, including shaking hands or other gestures common in networking environments.

By registering for and attending a Missouri Bar event, you agree to take reasonable health and safety precautions and to abide by The Missouri Bar’s posted meeting guidelines.

Please also be advised that, pursuant to RSMo. 537.1005, effective Aug. 28, 2021, “under Missouri law, any individual entering the premises or engaging the services of the business waives all civil liability against the individual or entity for any damages based on inherent risks associated with an exposure or potential exposure to COVID-19, except for recklessness or willful misconduct.”

Please contact The Missouri Bar with any questions or concerns.