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FREE CLE: Trust Accounting for Solo and Small Firms—How TrustBooks Can Help Streamline the Process

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Free Wednesday Wisdom Zoom CLE that is open to all members of The Florida Bar. Presented by Tom Boyle, CPA and Co-founder TrustBooks, Raleigh. Course number 6119 is approved for 1.0 General CLE credit. Moderator: Renee E. Thompson, Upchurch, Watson, White & Max Mediation Group, Ocala. REGISTER

Join us to learn about the trust accounting needs of solo and small firms. Tom Boyle will explain how TrustBooks trust accounting software program, a Florida Bar member benefit, can help streamline the record-keeping process to help attorneys better maintain compliance.

CPA Tom Boyle, TrustBooks

Tom Boyle, CPA and Co-Founder of TrustBooks (now part of Paradigm):

  • CPA in NC – past experience with Deloitte & Touche and McGladrey & Pullen
  • Founded Boyle CPA, PLLC in April 2010 (sold CPA practice in June 2014).  Boyle CPA provided outsourced accounting services for small law firms.
  • Presented over 100 webinars and CLE presentations on trust accounting and legal accounting to over 10,000 attorneys and legal staff over the past 5 years.
  • Co-founder of TrustBooks – software created specifically to help attorneys manage, record, and reconcile their trust accounts. TrustBooks was acquired by Paradigm in January 2022 and now helps lead the TrustBooks team at Paradigm.

Tech Options for a More Efficient Practice

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Live GoToWebinar presented by Marck Joseph, The Joseph Firm P.A., Miami.  Moderator:  Chris Johnson. Course number 6338 is approved for 1.0 General; 1.0 Technology credit. REGISTER

This seminar is intended to provide detailed information on various software, programs, and subscriptions to help streamline your practice from start to finish. From schedules and calendars to billing and invoicing, this CLE is here to make your practice efficient as well as successful. Attendees will leave with a great understanding of how technology can help us serve our clients while balancing work/life balance and keeping a team in sync.

Marck Joseph

Marck Joseph, Esq., is the founder and owner of The Joseph Firm, a South Florida-based practice focusing exclusively on Marital and Family Law. His strong passion for justice has resolved hundreds of cases for clients, involving divorce, alimony, equitable distribution, paternity (establishment and disestablishment), time-sharing (custody/visitation rights), child support, and domestic violence. He is also a Florida Supreme Court-certified family mediator and collaborative law practitioner. Marck also serves on various committees, including the 11th Judicial Circuit Grievance Committee, the Family Law Rules Committee, and The Florida Bar Family Law Sections Legislative Committee.

 

An experienced litigator who is dedicated to delivering his clients the results they deserve, Marck has a solid familiarity with each of the South Florida courts and agencies. The Joseph Firm has been trusted by national celebrities and maintains an established record for resolving high conflict cases and high net worth litigation.

 

Practicing Law the Island Way (‘Out-of-Country’ CLE)

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May 31, 9 AM–12:30 PM, in-person CLE presentation for Solo & Small Firm Section Hawaii CLE trip registrants. Hilton Waikoloa Village, 69-425 Waikōloa Beach Drive, Waikoloa Village, HI. Course number 5976 is approved for 4.0 General CLE credits, 1.0 of which may be applied toward Ethics, and 1.5 Technology credits. Section members register for $185; non-section members $230. This course will offer segments on technology, tackling your first solo forward triangular merger, and ethical considerations in fee-sharing agreements. 

9:00-9:05 AM:  Introduction by Moderator Jacina Parson, Chair, Solo & Small Firm Section, Senior Assistant County Attorney, Pinellas County Attorney’s Office, Clearwater

9:05-10:10 AM:  “Let’s Talk Tech” by Janette M. Smith, Assistant County Attorney for Broward County, Fort Lauderdale

10:15-11:20 AM:  “Say Aloha to M & A: Tackling Your First Solo Forward Triangular Merger,” by  Diriki T. Geuka, Esq., Corporate Associate, Townsend & Lockett, LLC, Atlanta.

11:25 AM-12:30 PM:  “Ethical Considerations in Fee Sharing Agreements:  Navigating Serious Ethical Pitfalls; and, Recent Developments In Attorneys’ Fees Litigation” by Kristy M. Johnson, Chief Legal Counsel, Department of Health, Broward County and Jason R. Alderman, Managing Partner, The Alderman Law Firm, Miami Shores

Jacina ParsonJacina Parson, a Central Florida native born and raised in the heart of Orlando, currently serves as Senior Assistant County Attorney for the Pinellas County Attorney’s Office. Prior to joining the County Attorney’s Office, she served as the Director of the Henry Latimer Center for Professionalism with The Florida Bar.  Before joining The Florida Bar, she held positions with the Ninth Judicial Circuit Public Defender and Legal Services of North Florida.  At Legal Services, she represented victims of domestic violence, sexual violence and the elderly in the area of Family Law.  She has practiced before the Northern District Federal Bankruptcy Court and Florida Circuit Courts.  She served as legal advocate for the Refuge House and as an advocate for the Grandparents as Parents (GAP) Program with Leon County Elder Care Services.  She currently serves as Chair of the Executive Council of the Solo and Small Firm Section with The Florida Bar and the Board of Directors of the Jean Honor Foundation of Hope.

Additionally, she is a graduate of Leadership Tallahassee and The Florida Bar Foundation Leadership Academy. She served on the Student Education and Admission to the Bar Committee for five years. In her spare time she enjoys traveling, reading, spending time with family and friends and completing marathon races. She received her Bachelor of Arts in Criminology from the University of Florida and earned her Juris Doctor from Stetson College of Law.

Janette M. Smith, Esq.Janette M. Smith, Esq. began her technology career when she was 16 years old by volunteering to build computers for the Make-A-Wish Foundation. She then spent a decade working for Nova Southeastern University (NSU) where she held various technology positions. While working at NSU, she received her Master’s in Business Administration in 1999 and her Juris Doctorate in 2006. For her contribution to improving technology at the NSU Shepard Broad law school, Janette received a full scholarship. After graduating from law school in 2006, Janette resigned from her position at NSU and opened her solo law practice. In 2007, she took a chance to follow in her father’s footsteps and accepted a position in local government. For the past 15 years, Janette has been serving in local government while maintaining her solo law practice. She currently works as an Assistant County Attorney for Broward County with her primary focus reviewing and negotiating IT contracts. Janette is a member of the Solo & Small Firm section, and this year, she is the Chair of the City, County, and Local Government law section of the Florida Bar. For fun, Janette loves to travel and adores her two dogs (Nyla and Broddy).

 

Diriki T. GeukaDiriki T. Geuka is an Associate in Townsend & Lockett, LLC’s transactional practice group, serving on a team focusing on mergers and acquisitions, private equity, and venture capital agreements.  Diriki was previously a Pinellas Assistant County Attorney where he represented County agencies and elected and appointed officials.  Diriki began his career as a federal staff attorney for the United States Court of Appeals for the Eleventh Circuit, where he served for a year and was an intern for the Honorable Julie S. Sneed in the United States District Court for the Middle District of Florida while in law school.  Diriki was president of Stetson University College of Law’s Student Bar Association before graduating in 2017 with the Dean Richard Dillon Excellence in Real Property and Marc L. Levine Awards.  Diriki is a frequent mentor and community volunteer, and currently serves as a member of Morris Brown’s President’s Advisory Board and as Parliamentarian for the Emerging 100 of Atlanta.

 

 

Kristy Johnson, Esq.Kristy M. Johnson focuses her practice in the areas of complex business dispute litigation and employment matters.   Ms. Johnson was a Shareholder with an AmLaw 200 law firm, having worked there for more than eleven years.  She recently served as Associate General Counsel for one of America’s premier real estate development and property management companies.  Ms. Johnson served as President of Miami-Dade FAWL in 2010-2011, after having been actively involved with Miami-Dade FAWL for six years.  In 2011, Ms. Johnson was selected as a Glass Ceiling Award recipient by the Florida Diversity Council.  Ms. Johnson regularly speaks on diversity issues and particularly issues impacting women in the legal profession.  Ms. Johnson graduated from the University of Florida (B.S., 1994), and the University of Florida College of Law (J.D., 1999, with honors).

Jason Alderman, Esq.Jason R. Alderman focuses his practice on national and international litigation with a particular emphasis on complex banking, real property, contract, corporate, creditors’ rights, fiduciary, and valuation litigation.  Mr. Alderman is admitted to practice before the United States District Courts for the Southern, Middle and Northern Districts of Florida; the United States Bankruptcy Court for the Southern District of Florida, and the United States Court of Appeals, Eleventh Circuit.  Mr. Alderman has been repeatedly named as a SuperLawyer; a Legal Elite lawyer by Florida Trend Magazine; and, a Top Lawyer by South Florida Legal Guide.  He graduated from Florida State University (B.S., 1999) and the University of Miami School of Law (J.D., magna cum laude, 1999), where he was a member of the University of Miami Inter-American Law Review.

Ms. Johnson and Mr. Alderman received the 2018 Daily Business Review Award for Most Effective Lawyer in Employment.  They are married, and live in Miami Shores, Florida, with their two daughters.

FREE CLE: Professionalism Tips From the Bench

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August 10, 12 – 1 PM, free Wednesday Wisdom Zoom CLE open to all members of The Florida Bar. Presented by Third Judicial Circuit Court Judge Leandra G. Johnson, Lake City, and former General Magistrate Jennifer Kuyrkendall Griffin, Live Oak, and moderated by Joshua Hertz.

Join Circuit Court Judge Leandra Johnson and former Magistrate Jennifer Kuyrkendall Griffin as they discuss professionalism tips from the bench. Everyone has encountered a situation where opposing counsel acts with less than professionalism, but how do you handle it when it happens in court? Join this panel discussion to hear about different situations, tactics, and suggestions that these veteran officers of the Court have to offer.  Course 6244 is approved for 1.0 General; 1.0 Professionalism credit. REGISTER

3rd Circuit Judge Leandra Johnson

3rd Circuit Judge Leandra Johnson

The Honorable Leandra G. Johnson has served as a circuit judge in the Third Judicial Circuit for more than 16 years, during which time she has presided over several divisions, including criminal, civil, juvenile delinquency, family, and dependency. Before becoming a circuit judge, Judge Johnson was a prosecutor for 17 years and subsequently practiced law in Lake City for 7 years in the areas of civil litigation, family law and criminal defense. Judge Johnson has served as chief judge and as family law administrative judge in the Third Judicial Circuit. Additionally, Judge Johnson served for more than 10 years, by appointment of the Supreme Court, on the Trial Court Performance and Accountability Commission.

 

 

 

 

Image of Jennifer Kuyrkendall Griffin wearing a red jacket.

Jennifer Kuyrkendall Griffin

Jennifer Kuyrkendall Griffin has presided over more than 20,000 hearings and trials since 2010. First as the Third Judicial Circuit Child Support Enforcement Hearing Officer and then as the General Magistrate, where she presided over domestic relations, probate, guardianship and foreclosure cases.

Jennifer obtained her J.D. from the University of Florida, where she graduated Cum Laude. Jennifer received her B.S. from the University of South Florida, where she graduated Summa Cum Laude.

Jennifer’s extensive service within The Florida Bar includes: Past Chair of the Solo and Small Firm Section; Executive Council member of the Solo and Small Firm Section (past secretary, treasurer); Chair of the Solo and Small Firm Technology Conference 2015, 2016, 2017; Family Law Section of The Florida Bar – Magistrate and Hearing Officer Committee Chair 2014-15, 2015-16; Third Judicial Circuit Young Lawyer’s Division Board of Governor’s Representative 2009-2015; Vision 2016; Statewide Advertising Grievance Committee; and The Florida Bar Ad Hoc Committee to Study SCOPE Program.

Jennifer has served her local bar as the President of the Third Judicial Bar Association, as the Vice Chair of the Third Circuit Grievance Committee and as the President and founder of the Young Lawyer’s Section.

Jennifer holds the maximum rating, AV Preeminent® by the Martindale-Hubbell® Law Directory.

Compassionate Professionalism and Wellness: Because Mere Civility Is No Longer Enough

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Live GoToWebinar presented by Don Blackwell of Bowman and Brooks LLP and moderated by Cristina Alonso. Course number and Professionalism and Mental Health Awareness CLE credit pending approval. Registration opens soon.

Don Blackwell, who has written and spoken extensively on issues relating to mental health and professionalism, will share an account of the personal challenges that often overlay our already highly stressful and demanding professional lives as attorneys – challenges that not only can affect our own professionalism, but be profoundly impacted by the professionalism or lack of professionalism of others.  He will highlight the alarming statistics relating to attorney mental health, discuss commons triggers and signs of depression, anxiety, substance use disorders, and eating disorders, before suggesting everyday practices that attorneys can utilize to be more mindful of their and their colleagues’ (friends and foes) mental and emotional well-being and, in the process, enhance everyone’s level of professionalism.  He will conclude by educating attendees on the myriad resources that exist through The Florida Bar to assist those in need of mental health counseling, support, and professional guidance.

The goals of this presentation are fivefold:

  1. To share a firsthand account of the personal challenges that often overlay our already highly stressful and demanding professional lives;
  2. To highlight the alarming statistics relating to attorney mental health;
  3. To discuss common triggers and signs of depression, anxiety, substance use disorders, and eating disorders;
  4. To suggest everyday practices that attorneys can utilize to be more mindful of their and their colleagues’ (friends and foes) mental and emotional well-being; and
  5. To educate attendees on the myriad of resources that exist through The Florida Bar to assist those in need of mental health counseling, support, and professional guidance


Donald A. BlackwellDon Blackwell is a trial lawyer at Bowman and Brooke, LLP, in Lake Mary, who, for the past 38 years has defended designers, manufacturers, and retailers of automobiles, watercraft, medical devices, power tools, heavy equipment, chemicals, and friction products in personal injury and wrongful death actions. He earned his Bachelor’s in English with Honors from Spring Hill College and his J.D. from the University of Virginia School of Law. Don has written and spoken extensively on issues relating to mental health and professionalism, including several articles that have appeared in The Professional: “Compassionate Professionalism,” “The Time Has Come to Give Mental Health’s No. 1 Killer a Seat at the Table,” “Who Cries at Texas Roadhouse,” “The Help Desk,” and “The Price of Needing to Be Right.”

 

Solo & Small Firm Section Annual Out-of-Country CLE Trip

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Annual “Out-of-Country” CLE Trip

This year we are staying in the U.S. and visiting the big island of Hawaii and Oahu. Instead of going through a travel agent, you will make your own reservations directly with the hotels, airlines, and group tours (excursion details will be provided as they become available).

This page provides the trip schedule, activities, and hotel reservation links. When making your flight arrangements, don’t forget to include the flight from Hawaii to Oahu on June 1. Flight destinations are Kona International Airport and Honolulu International Airport.

Online reservation information for the group tours and airport transfers will be available soon. View the event brochure.

2022 Florida Law Update

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Florida Law Update 2022 Thursday, June 23, 2022 (8 credits ). Live (in-person) during The Florida Bar Annual Convention and live GoToWebinar. Registration opens soon.

Business Law Update, Clay Roesch, Orlando; Employment Law Update, Kevin Johnson, Tampa; Animal Law, Ralph DeMeo, Tallahassee; Elder Law & Estate Planning, Peggy Hoyt, Oviedo, and Alex Douglas, Orlando; Criminal Law, Brice Aikens, Orlando; Personal Injury Law Update, James Gordon, Oviedo; Real Estate Law, Patrick Neale, Naples. Course number 5722 and 8.0 General credits pending.
Moderator and Program Chair: Peggy Hoyt.

7:55 a.m. – 8:00 a.m. Opening Remarks
Peggy Hoyt, Oviedo, Program Chair

 8:00 a.m. – 8:50 a.m. Business Law Update
Clay Roesch, Orlando

 8:50 a.m. – 9:40 a.m. Employment Law Update
Kevin Johnson, Tampa

9:40 a.m. – 10:30 a.m. Animal Law
Ralph DeMeo, Tallahassee

10:30 a.m. – 10:45 a.m. Break

10:45 a.m. – 11:35 a.m. Elder Law
Peggy Hoyt, Oviedo
Alex Douglas, Orlando

11:35 – 12:20 p.m. Estate Planning
Peggy Hoyt, Oviedo
Alex Douglas, Orlando

12:20 p.m. – 1:45 p.m. Lunch  (on your own)

1:45 p.m. – 2:35 p.m. Criminal Law
Brice Aikens, Orlando                                              

2:35 p.m. –3:25p.m. Personal Injury Law Update
James Gordon, Oviedo

3:25 p.m. – 3:35 p.m. Break

3:35 p.m. – 4:25 p.m. Real Estate Law
Patrick Neale, Naples

Power your Firm by Understanding your Numbers: From Financial Statements and Budgets to Goal Setting

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May 18, 12 – 1 PM, free Wednesday Wisdom Zoom webinar for Solo & Small Firm Section members.* Presented CPA Joy Lutz, Certified Tax Coach, Aligned CPA, LLC, Lake City. Joshua Hertz will serve as moderator. Course number and 1.0 CLE credit pending. REGISTER

*Registration will be approved when section membership is confirmed.

CPA Joy LutzJoy Lutz is a CPA, certified tax coach, and owner of Aligned CPA, LLC in Lake City, FL, where she helps solo and small law firms with accounting, tax prep and planning, and advisory services.

Joy is a certified Tax Coach with the American Institute of Certified Tax Planners and was named a top “40 Under 40” CPA in the accounting profession for 2015 by the CPA Practice Advisor, as well as earning the Small Business of the Year award in 2016 by the Lake City‐Columbia County Chamber of Commerce.

She is involved in many organizations and has held leadership positions with the Lake City Chamber of Commerce, Ronald McDonald House, Happy House, and Altrusa.