MSBA Section
All MSBA sections

Archived Annual Reports


MSBA Solo and Small Firm Section
Annual Report
2011-12

Section Membership
As of April 25, 2012, the Solo and Small Firm Section has 624 members.  This accounts for a 21% increase in Section membership since July 1, 2011.

Financial Status
The Solo and Small Firm Section had an account balance of $1,736.91 as of April 30, 2012.

Continuing Legal Education Programs and Social Events


Date

Program Title

Credit

Attendees

8/25/2011

An Afternoon with Ed Poll: How to Manage Client Expectations & Coach's Corner (Case Studies for Solo and Small Firms)

158505  3.0LOM

30

9/22/2011

Revenue: Make It, Book It, Bill It, Collect It

159155    1.0 Std  0.5 Ethics

36

10/27/2011

Building Your Brand Without Breaking Your Bank

160687   1.5LOM

36

11/2/2011

Autumn Networking Social

NA

31

12/6/11

Going Solo and Small Boot Camp

161907   3.0LOM
161908   2.5LOM 1.0Ethics

85

1/27/2012

Real Estate Basics: Making Murky Matters Mundane

162932  1.5 Std

61

3/9/12

The Art of Effective Motion Practice | Part 1: Litigation Series

164843  1.5Std

50

3/16/2012

How to Get Your Evidence In: What's Admissible and What Isn't, and What to Do About It | Part 2: Litigation Series (co-sponsored with Civil Litigation)

164912   1.5Std

42

3/30/2012

Appeals: Can I Appeal? Should I? How? | Part 3: Litigation Series (co-sponsored w/Appellate Practice,
Civil Litigation, and Solo & Small Firm Sections)

164913   1.0Std

23

4/19/2012

The Proper Use of Interns in Your Legal Practice

166446  1.0LOM

15

 

Legislation and Amicus Briefs
The Section did not submit any legislative proposals or amicus briefs in the 2010-11 term.

 

Annual Meeting and Election Results
The Solo and Small Firm Section annual meeting and elections were held on May 30, 2012, at the Radisson Hotel in Roseville, MN.  The meeting included breakfast and a CLE program.

The following individuals were elected by the 2011-12 Governing Council to serve as Section Officers in 2012-13:

Chair: Susan Dickel Minsberg
Vice Chair: Debra McClain
Treasurer: Kyle Lewis
Secretary: Thomas Borash

The following individuals were elected to serve on the Section’s Council from July 1, 2012 – June 30, 2015:

Marylee Abrams
Debra McClain
Brian Cote

 

Submitted By:
Susan Dickel Minsberg, Section Chair

 

MSBA Solo and Small Firm Section
Annual Report 2010-11

Section Membership
As of June 27, 2011, the Solo and Small Firm Section has 517 members.  This accounts for a 10% increase in Section membership since July 1, 2010.

Financial Status
The Solo and Small Firm Section had an account balance of $5,417.86 as of April 30, 2011. 

Continuing Legal Education Programs and Social Events
The Section hosted six CLE programs in fiscal year 2010-11.  In addition, the Section co-sponsored the 2010 Strategic Solutions for Solo and Small Firms Conference in Duluth in August 2010.  The Solo and Small Firm Section also hosted two social events for Section members in 2010-11.  These social events were well received and well attended.

 Program Date

Program Title

CLE Event Code and Credit

# of Attendees

August 2010

Strategic Solutions for Solo and Small Firms Conference

147786; 11.25 Total Credits

420

10/26/2010

An Endangered Species: The General Practice Attorney

149149; 1.0 Standard

19

12/15/2010

Holiday Social

N/A

 

1/25/2011

Tools You Can Use Today to Grow Your Practice

151243; 1.0 Standard

52

2/23/2011

The End of An Era: Closing Down Your Practice

152468; 1.0 LOM

18

3/30/2011

An Introduction to Chapter 7 and Chapter 13 Bankruptcy

153977; 1.0 Standard

16

4/29/2011

Hanging Your Own Shingle: The Practical and Ethical Considerations of Starting a Solo Firm

154574; 1.0 LOM and 0.5 Ethics

74

5/25/2011

Take Me Out to the Ball Game: Twins Game Social

N/A

 

6/2/2011

Small Firm Practice Issues Affected by Insurance: Are we really in good hands?

155220; 1.0 Standard

39

Legislation and Amicus Briefs
The Section did not submit any legislative proposals or amicus briefs in the 2010-11 term.

Annual Meeting and Election Results
The Solo and Small Firm Section annual meeting and elections were held on June 2, 2011, at the Metropolitan Ballroom in St. Louis Park, MN.  The meeting included lunch and a well-attended CLE program.

The following individuals were elected by the 2011-12 Governing Council to serve as Section Officers in 2011-12:

Chair: Susan Dickel Minsberg
Vice Chair: David Rochlin
Treasurer: Kyle Lewis
Secretary: Thomas Borash

The following individuals were elected to serve on the Section’s Council from July 1, 2011 – June 30, 2014:

Susan Dickel Minsberg
Sarah Helwig
Adam Gislason

The following individuals will serve as the Section’s MSBA Assembly representative and alternate in 2011-12:

Representative: Susan Dickel Minsberg
Alternate: David Rochlin

Other Section Accomplishments

  1. Section Newsletter
  2. Change in Section Name/Bylaws
  3. Offer lowcost/free CLEs
  4. Scholarships for solo conference and divorce camp

Submitted By:
David M. Anderson, Section Chair

 

MSBA General Practice, Solo and Small Firm Section
2008-09 Annual Report

To view a copy of the 2008-09 Solo, and Small Firm Annual Report, please click here.

MSBA General Practice, Solo and Small Firm Section
2004-05 Annual Report

On August 23, 2004 the Council held a phone conference meeting. It was agreed to use AT&T Operator Assisted Services for future phone conferences as participants will then not have to remember to call the MSBA office for entry. A preliminarydiscussion of the next annual CLE event was had.

The abbreviated conference was continued by telephone on September 1, 2004. The need for early extensive planning was agreed to by all and the dates of October 8th and 9th , 2004 were chosen for a Council retreat at the St. Cloud Radisson Hotel "for fleshing out" the Spring 2005 Success Conference. The date of April 1, 2005 was already chosen for the conference and return to the Hilton Hotel in Brooklyn Park as the site of conference was also agreed upon. Commencing a Newsletter was discussed but no action was taken in that regard.

On October 8th and 9th, 2004, the Fall Council Retreat was held at the Radisson Hotel in St. Cloud, Minnesota. Commencement of a Section quarterly newsletter was agreed upon. Karl Friedrichs described his role as a prior newsletter editor. Jason Hoffman volunteered to commence activation of the Newsletter and act as its editor. Various other topics were addressed including the Section's Attorney Referral Project, association with the New Lawyers and Practice Management Sections, association with the four Law Schools in Minnesota, and recruitment of new members. Extensive time was then given to "brain storming" regarding the agenda (CLE and otherwise) for the day-long Section Success Conference to be held on April 1, 2005, its sponsors and vendors.

On October 21, 2004, Patrick W. Kelly and Diana Longrie attended the New Lawyer's Section Monthly Meeting in Minneapolis.They were given an opportunity to speak to the attendees about possible joint efforts and events of the two groups.

On December 24, 2004, the chair, Patrick W. Kelly, with approval of the Council, mailed formal inivitations to the Hamline, University of Minnesota, St. Thomas and William Mitchell Law Schools seeking law student membership in our Section, inviting attendance at our planned Success Conference, and requesting consideration by the groups of developing a joint mentoring/law clerk hiring program.

On April 1, 2005, the Section's Success Conference took place at the Holiday Inn Select (former Hilton Hotel) in Brooklyn Park, Minnesota. A two-track CLE Program (Substantive Law or Practice Management) was well received. Patrick W. Kelly and his Paralegal, Rana L. Severson presented a session on The Small Firm Staff-Tips for Success, while Council Member, Robert Woodke presented a session on "The Future of the Practice of Law" with Laverne Pritchard. The dinner speaker was Supreme Court Justice, Sam Hanson. Attendance was significantly increased from the previous year, included some paralegals, and the Council generally felt their significant efforts in putting on this enlightening and enjoyable day-long event were worthwhile

At the Section's Annual Membership Meeting and following upon the New Council's Annual Meeting, also held in conjunction with the Success Conference, the following persons were accepted as the new 2005-2006 Section Council: Diana Longrie, Chair, Karl Friedrichs, Vice Chair, Helen Federline, Treasurer, Patricia Buss, Secretary, with Jason Hoffman, Teresa McClain, Robert Woodke, Joseph Field and Patrick W. Kelly rounding out the membership of the Council.

This Annual Report of the GPSSF Section is respectfully submitted to the MSBA on June 28, 2005 by Section Chair, Patrick W. Kelly, Esq. of Patrick W. Kelly and Associates, 2145 Woodlane Drive, Suite 102, Woodbury, MN 55125-2916; TEL: 651-730-6474.


MSBA General Practice Solo and Small Firm Section
2003-04 Annual Report

On October 17, 2003, the Section Council met, for its annual Fall meeting, at the Town and Country Club in St. Paul. At this meeting, among other business transacted, The Council accepted the resignation of Susan Laine as Chair of the Section and approved the succession of Patrick W. Kelly from Vice-Chair to acting Chair of the Section for the remainder of the 2003-2004 term. Preliminary plans were discussed for the Annual Membership meeting which set to be held on April 23, 2004.

On December 15, 2003, the Section Council met, via telephone conference call, and agreed to hold a “brain-storming” Council meeting at the Radisson Hotel in St. Cloud for the purpose of planning and implanting a unique and beneficial annual membership meeting.

On January 30, 2004, the “brain-storming” conference of Council Members took place in St. Cloud. New ideas for the annual CLE and Membership day were developed, including expanding the day to a “Solo and Small Firm Success Conference” format, with sessions on both Friday afternoon and Saturday morning, and to include a Dinner at which, hopefully, a Supreme Court Justice would speak to our Group.

On April 23 and April 24, 2004, the “GP, Solo and Small Firm Success Conference” took place at the Hilton Minneapolis North Hotel in Brooklyn Center. Corporate contributions from Minnesota Lawyers Mutual Insurance, Westlaw and other sponsors helped defray the costs and made the interesting and practical CLE sessions focused on real world issues for our members, the Dinner held on the evening of Friday , April 23rd, and other “perks” a bargain for our membership. The Honorable Supreme Court Justice Paul H. Anderson gave a very interesting speech touched with humor to our members at the exquisite Dinner served by the hotel. At the membership meeting which followed, Jason Hoffman and Teresa McClain were elected to new three year Council terms and Karl O. Friedrichs was elected to serve out the one year remaining on the term of Robert Schmidt, who has resigned. The other current Council Members are Helen Federline, Melvin Ogurak, Diana Longrie-Kline, Susan Laine, Robert Woodke and Patrick W. Kelly. At the Section Council meeting which immediately followed the membership meeting, Patrick W. Kelly was elected Chair of the Section for the 2004-05 year, Diana Longrie-Kline Vice Chair, Karl O. Friedrichs, Secretary and Helen Federline, Treasurer. Their contact information is available on the MSBA website.

Accomplishments during the past year included strengthening of the Section’s Referral Directory Project, the production of a unique and well received Annual Meeting and CLE Conference and the conception of some new ways for our membership to “network” with other sections of the Bar, including the goal of actually commencing “stand-ups” with the new Lawyers and other sections this coming Fall. A “standup” will be brief educational and social events at pleasant settings for members of one to three sections. Another goal will be to reinvigorate and expand our communication ability by way of developing unique and different types of “newsletters”.

This Annual Report of the GPS&SF Section's activities and accomplishments is respectfully submitted to the MSBA on June 11, 2004 by the Section's Chair, Patrick W. Kelly, Esq., Patrick W. Kelly and Associates, 2145 Woodlane Drive, Suite 102, Woodbury, MN 55125-2926; Tel: 651-730-6474.


MSBA General Practice Solo and Small Firm Section
2002-03 Annual Report

A. Election of Officers.
At the telephone conference of the Section's Executive Council on May 8, 2003 at 2 pm, the Council elected the following new officers for the 2003-2004 bar year replacing the 2002-2003 officers:

  2003-2004 2002-2003
Chair: Susan Laine Susan Laine
Vice Chair: Patrick Kelly Robert Schmidt
Secretary: Karl O. Friedrichs Karl O. Friedrichs
Treasurer: Diana Longrie-Kline Raymond Walz

Their contact information is available on the MSBA website.

B. Activities of the GPSSF Section in 2002-2003.

1.) 2002 Fall Council Meeting was held at Town and Country Club in St. Paul on October 11, 2002 to discuss the upcoming activities and projects of the year. The council was updated by Patrick Kelly on the progress of the Referral Book project. The general theme and proposed speakers were identified for the Annual Meeting and CLEs in April.

2.) 2003 Annual Meeting and CLEs were presented on April 25, 2003 at the Minneapolis Airport Hilton in Bloomington. The CLEs were in three individual sessions. An attendant could sign up for one, two or all three sessions. Following the third session, West Group presented various products for the small office and solo firm. West Group generously sponsored a Networking Reception after their session with a beautiful array of wines and cheeses, which was well attended and enjoyed by all. West Group also provided a door prize -a PDA! During the free luncheon, the Section had its general membership meeting. There was lively discussion which delayed the election of officers until a later date.

3.) Election of Officers occurred during a phone conference with the Section Executive Council on May 8, 2003. See election results above. There was a discussion regarding the Section's participation in and with the Midwest Leadership Conference and ABA Solo and Small Firm Section on October 16& 17.

4.) MSBA Convention Section Meeting of the membership of the GPS&SF Section occurred at 7:30 am on June 19, 2003 at the Hyatt Regency in Minneapolis. There was a lively discussion regarding the opportunities for the Section. Once again, West Group hosted the Section with a lovely buffet of breakfast items and juices. West Group presented their products that are focused on the solo and small practitioner. West Group also provided a door prize of TWINS tickets Mike Tikkanen presented to the group about his workshop services which may be helpful and of interest to the Section. His actual workshop could be presented at an upcoming "Stand Up". (See below.)

C. Accomplishments.

1.) The major 2002-03 accomplishment for the Section, in addition to the Annual CLE, was the finalization and publication of the Referral Book. The Referral Book subcommittee was lead by Patrick Kelly. Under Patrick's leadership, the subcommittee compiled and published the initial edition of the names and resumes of approximately twenty members of the Section who are interested in accepting referrals in their areas of practice. The "publication' was via email. The book is really an electronic book in a MicroSoft® Word searchable database. The long term objective is to have the information on the MSBA website. If anyone is interested in being added to the next edition of the Referral book, please contact Helen Federline at "hmf@visi.com" for information.

2.) "Stand-Ups" are now in the future of the Section, the logical extension to the Referral Book project. A "Stand-Up" is a short (30-45 minutes) educational Section meeting on a topic of interest to the Section members, followed by a social hour. At the Annual Meeting, the membership approved moving forward on this idea of bringing Section members together to learn about and discuss a topic in a social setting. The purpose is for both education and camaraderie. The Stand-Ups should give the attorneys listed in the Referral Book an opportunity to become acquainted and, therefore, feel more comfortable referring clients. Watch for Stand-Ups in 2003-2004.

3.) The 2003 Newsletter Spring Edition of the MSBA GPS&SF Section was published in April by the Editor, Karl O. Friedrichs. Karl always provides interesting articles and important information to the Section membership. The Section greatly appreciates Karl's generous efforts in writing and editing the newsletter.

This Annual Report of the GPS&SF Section's activities and accomplishments is respectfully submitted to the MSBA by the Section's Chair, Susan Laine on this 29th day of August, 2003.


MSBA General Practice Solo and Small Firm Section
1997-98 Annual Report

The General Practice Solo and Small Firm Section continues to provide a newsletter to its members about four times per year. This is the most popular benefit for section members. An effort was made to provide some short CLE programs during 1997. This effort may be renewed in the 1998-1999 bar year.

At the 1997 MSBA convention the section provided a "mini-convention" with the encouragement of the MSBA. This mini-convention included the section's annual meeting and a CLE program. Members of the section participated in these section-specific programs, along with the Presidents' Reception on Thursday night, for a reduced registration fee.

The chair of the section served as a member of the Pro Se Task Force established by the MSBA. The task force held hearings to obtain information from attorneys, judges, court administrators, and various law-related groups, regarding the various concerns and challenges presented by pro se litigants. The task force presented a report, with recommendations, at the June 1998 annual meeting of the MSBA.

The purpose of the section is to provide programs and assistance to solo and small firm practitioners, whether they be general practitioners or in specialty firms. Over the years, the section's programs regarding office management and office operations have been well received by participants.

--Karl Friedrichs,
1997-98 Chair

 

 

 

 

- Last Updated 03/02/2014 -

  Minnesota State Bar Association
600 Nicollet Mall, #380, Minneapolis, MN 55402
(612) 333-1183 | (800) 882-6722
MSBA Facebook MSBA Twitter
MSBA LinkedIn