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Survive—and Thrive—Strategies for Solos and Small Firms

Annual Solo & Small Firm CLE Conference
Webcast and Live Orlando, FL    February 7, 2020
7.0 General, 1.0 Mental Illness, 1.0  Ethics, 2.0 Technology CLE Credits

Presented by

Bank OZK

Bank OZK’s Professionals Practice Group (PPG) provides unparalleled service and financial expertise to our legal community. Contact Debra Tyler at to discover how we can customize banking solutions to help your firm thrive, not just survive.


Conference Schedule

8:45 – 9:35 a.m.
Secure the Hatches. Cybersecurity and Privacy for Lawyers

Al Saikali, Miami
Valerie Barnhart, Davie
Bryan Barnhart, GCFA, GPEN, ACE, Davie

9:40 – 10:30 a.m.
Know the Ropes. Bar Resources, Mentoring and Member Benefits

Liz McCausland, Orlando
Lynn Whitfield, West Palm Beach
Renee Thompson, Ocala

10:50 – 11:40 a.m.
Lighten the Load. Automation, Integration and Paperless Strategies

Jennifer Kuyrkendall Griffin, Live Oak
Liz McCausland, Orlando
Felicia Mickens Williams, Tampa

1 – 1:50 p.m.
All Hands on Deck. Creating and Managing a Successful Virtual Law Firm

Mindi Wells, Columbus, OH
Priscilla Horn Warren, CP, FRP, Vero Beach
Chelsie M. Lamie, Clearwater

2 – 2:50 p.m.
Bridge the Gap. Generating Outside Income and Revenue Streams

Mindi Wells, Columbus, OH
John Schaefer, Safety Harbor
Theresa Jean-Pierre Coy, Tampa

3:05 – 3:55 p.m.
Stay the Course. Surviving Solo While Sick

Theresa Jean-Pierre Coy, Tampa
Mandi Clay, Tampa

4 – 4:50 p.m.
Toe the Line. Ethics and Social Media

Leisa M. Wintz, Plantation
Joanna Garcia Parkin, St. Petersburg
Lanse Scriven, Tampa

A Letter From The Conference Co-Chairs

Don’t miss the Solo & Small Firm Section’s all-new CLE conference! As program co-chairs, we would like to personally invite you to join us on Friday, Feb. 7, 2020, at the Hyatt Regency Orlando for SOS: Secure, Optimize, Systemize, an all-new CLE event on survive-and-thrive strategies for solos and small firms.

Topics include Cybersecurity and Privacy for Lawyers; Bar Resources, Mentoring and Member Benefits; Automation, Integration and Paperless Strategies; Creating and Managing a Successful Virtual Law Firm; Generating Outside Income and Revenue Streams; Surviving Solo While Sick; and Ethics and Social Media.

The conference takes place during The Florida Bar Winter Meeting and is an excellent networking opportunity.

Need more information? Please contact Solo & Small Firm Section Program Administrator Ricky Libbert at or (850) 561-5631.

We hope to see you there!

Theresa Jean-Pierre Coy
Theresa Jean-Pierre Coy
Cristina Alonso
Cristina Alonso

Presenting Sponsor
Bank OZK

Sponsors & Exhibitors