Small Solo Expo 2020: Office Management

Small Solo Expo 2020: Office Management
Day 1 of the CMBA's first ever live, virtual Small/Solo Expo!

Day 1's Agenda:
Small Solo Expo 2020: Office Management

Solving the Client Payment Problem: Tools to Help You Get Paid

This course will review the challenges that law firms face in getting paid from their clients. We will walk through the impact that COVID-19 is having on law firm collections. Go in-depth on the different tactics law firms can implement to take action and improve their collections.

Tom Boyle, Trustbooks

Tom Boyle is the president and co-founder of TrustBooks ( He is a CPA in North Carolina and started his career in public accounting working for Deloitte & Touche and McGladrey & Pullen before starting Boyle CPA in 2010 and TrustBooks in 2015. He has presented over 50 CLE and webinar presentations over the past few years focusing on trust accounting and legal accounting.  

Working with Clients and Employees Remotely

What's the best way to stay connected with clients while you aren't not in the office?  Some examples include new email blasts that can be sent to specific client groups to keep them updated on recent practice area updates. Writing more articles for your firm's website and LinkedIn and more Zoom calls with your client just to keep that face-to-face type interaction going. Working remotely has also eliminated the need for paper correspondence.


Amanda Barreto, Schneider Smeltz Spieth Bell LLP

Amanda is certified by the Ohio State Bar Association as a Residential Real Estate Specialist and licensed in the State of Ohio and for the U.S. District Court for the Northern District of Ohio.
Currently, she focuses on civil litigation, including real estate issues. She has experience working on complex civil cases, including antitrust, class action, mass tort, and insurance litigation. Amanda began her legal career as an attorney with a non-profit legal services firm, where she practiced consumer and property law. She have experience in all aspects of civil practice, including strategic case planning, negotiation, alternative dispute resolution, and litigation.


This presentation will focus on practical approaches solo offices and small firms can take to protect themselves and their clients from a cybersecurity standpoint. It will cover a few laws and regulations, some things NOT to worry about, and some of the most common technical and common human problems in cybersecurity for small businesses.

JD Bridges, MCPc

J. D. Bridges is the General Counsel for MCPc, Inc., a global data protection based in Cleveland. MCPc provides information technology solutions and products to customers based in Northeast Ohio and around the world, with a focus on the data security of end-point devices throughout their lifecycle. As General Counsel, J. D. provides counsel on legal and business issues such as risk management (including data privacy and internal cybersecurity, as well as helping craft customer-facing solutions), contracts and commercial issues, corporate governance and formation, employment, compliance, and more. Before returning to Cleveland and MCPc, J. D. was Corporate Counsel for a different IT solutions provider in Philadelphia, and previously worked at MCPc as Director of Contract Administration.



Continuing Legal Education Registration Options:

2.0 Hour CLE Pricing:
$50.00 - Small/Solo Section Member
$60.00 - CMBA Members
$70.00 - Non Member

Court Personnel eligible to use applicable court funds/hours may email Dominica Essi

Don't Need CLE?

Auditing Registration

Auditing Pricing:
$10 an hour for our Members
$15 an hour for Non Members

PLEASE NOTE: This is a live interactive webinar that has to be viewed on your own computer or phone remotely. After registering for the course, you will receive a separate email on the day of the seminar from Zoom containing your unique link to access the live webinar.

To receive CLE credit
, you must:
- use the unique Zoom link provided to you  to verify your attendance
- view this program on your computer or phone (participating in this program by dialing in and listening to audio only is not an approved method of consumption)
complete the survey that will be distributed following the seminar

10/9/2020 9:00 AM - 10/9/2020 11:00 AM
United States


Friday, 09 October 2020

Register for this option if you do not require CLE credit for viewing this content.
This option will enable you to view this program via the video conferencing platform, Zoom. Zoom links will be distributed on the day of the program (in most cases, approximately 1 hour before the scheduled start time). In order to receive CLE credit, 2 things must be done on your end: view this program on your computer as opposed to listening via your phone; secondly, complete the survey that will be distributed after the program.

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Registration day of Seminar: Add $15 on-site fee

CMBA Member Non-Members Government, Non-Profit and New (<1 year) Lawyers Affiliate Members/Non-Attorneys (no CLE) Print Materials Electronic Materials

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Please mail checks to the Cleveland Metropolitan Bar Association, P.O. Box 931873, Cleveland, Ohio 44193, or fax your registration to (216) 696-2129 (all fax reservations must include credit card payment). Cancellations must be received in writing three business days prior to the program. Refunds will be charged a $15 administrative fee. Substitutions or transfers to other programs are permitted with 24 hours written notice. Transfer is to a single program and the funds may be transferred only once.) Personsneeding assistance to attend this program are asked to contact the CMBA at (216) 696-2404 at least one week before the program.