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Solo Practitioner & Small Firm Institute- Day 2
Original Program Date :


Purchase each day separately or both for a discounted price!
 
DAY ONE: Thursday, October 10, 2024 
We will discuss the following topics during Day One's program:


• Trust Accounting Essentials
   Jennifer Fite, Lawyer Assistance Programs Director, State Bar of Arizona
• Lawyer Marketing - Overview, Strategy, and Best Practices
   Dustin Ruge, CEO, Law Leaders
• Lawyer Regulation: How to Avoid Getting a Call from the Bar 
   Craig Henley, Senior Bar Counsel, State Bar of Arizona
• Lawyer Wellbeing
   Alexis Firehawk, Carpenter Hazelwood Delgado & Bolen LLP
   Alisa Gray, Tiffany & Bosco PA
• Bar Services 
   Roberta Tepper, Chief Member Services Officer, State Bar of Arizona


DAY TWO: Friday, October 11, 2024 
We will discuss the following topics during Day Two's program:


• Tax Deductions for Small Firms: deductions, plans, make the most of your income, retreats
  Natalia Garrett, Esq, CPA, Vedu PLC
• Risks of Practicing at Home
   Michael Maschke, Sensei Enterprises
• Crisis Averted: Succession Planning for Attorneys
   Jordan Turk, Smokeball
• Fastcase Updates
   Lisa Smith-Crissey, Fastcase

Jennifer B Fite, State Bar of Arizona
is the Lawyer Assistance Programs Director for the State Bar of Arizona. Before joining the Bar, Jennifer had a varied career working primarily in civil litigation, most recently serving as Litigation Attorney and Managing Partner of a small firm. Jennifer has a Juris Doctorate from Southern Illinois University School of Law, Carbondale and received her Bachelors of Arts in International Relations from the University of Southern California. She has been licensed to practice in the State of Arizona since 2002 and is also admitted to practice in the U.S. District Court for the District of Arizona and the United States Supreme Court. She is a past Judge Pro Tempore.
Jordan Turk
Jordan Turk is a practicing attorney in Texas, and the Legal Technology Advisor at Smokeball. Her family law expertise includes complex property division and contentious custody cases, as well as appeals and prenuptial agreements. In addition to her family 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 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.
Michael Maschke
is the Chief Executive Officer at Sensei Enterprises, Inc. Mr. Maschke is an EnCase Certified Examiner (EnCE), a Certified Computer Examiner (CCE #744), an AccessData Certified Examiner (ACE), a Certified Ethical Hacker (CEH), and a Certified Information Systems Security Professional (CISSP). He is a frequent speaker on IT, cybersecurity, and digital forensics and has co-authored 14 books published by the American Bar Association. He can be reached at mmaschke@senseient.com.
Lisa Smith-Crissey
has spent her career in the legal information industry, teaming with bar associations in many roles throughout the years. She is currently the Director of Alliances with vLex, having joined Fastcase during the Casemaker/Fastcase merger. She received her B.S. from Wilkes University in Business Administration and Management.
Natalia A Garrett
is a managing attorney at VEDU PLC licensed in both Arizona and California. Natalia obtained her law degree in 2005 from the University of Arizona College of Law. After judicial clerkship, she started her legal career at a regional firm practicing in the areas of insurance defense law and business law. From 2010 to 2014, Natalia served as an Assistant Attorney General at the Arizona Attorney General’s Office representing consumer rights and several agencies from 2010 until 2017, including the Arizona Department of Revenue. To better serve clients, she completed the Master of Taxation studies at W. P. Carey School of Business in 2014. In 2017, she joined the Arizona Department of Revenue as the Deputy Assistant Director with a mission of training and supervising audit teams and serving taxpayers. She continued to pursue her Certified Public Accountant designation and later qualified as an enrolled agent (EA) with the IRS. After eleven years in the state government sector, Natalia returned to private practice, establishing VEDU PLC. VEDU PLC offers legal services in the areas of business litigation, administrative law, tax and regulatory compliance, but also currently seeks to expand services through VEDU Tax, focusing on tax planning and tax preparation. In her spare time, Natalia likes to dance, hike and search for insightful ideas. Natalia is grateful for the opportunity to exchange experiences through the Arizona State Bar with her colleagues and professionals to better serve the community and is currently serving on the State Bar Committees for the Tax Section and Securities Regulatory Compliance. Please do not hesitate to reach VEDU team at www.veduconsult.com and natalia@veduconsult.com as to any matters related to tax.

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