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CLE Roundtables

The Solo and Small Firm Section hosts regular gatherings of SSFS members to discuss practice management and other business trends.

Contact for more information.


How to Plan for (Almost) Anything. Using the Bottom Line Budget to manage emergencies, eliminate debt, and find more financial stability in your practice and life.
  • Friday, January 28, 2022 at 9:00 a.m. (MT) Virtual by Zoom
  • Presented by Hannah Bell, Esq. with Bottom Line Personal Finance
  • Registration is FREE for Solo & Small Firm Members!
  • Register at:
  • You can plan for anything in your business, almost. This CLE will help you review your expenses and create an annual spending plan to develop a Bottom Line Budget so you can eliminate debt and manage emergencies. We’ll review how to create a realistic plan for adequate savings and discuss how investing fits into a budget framework.
  • CLE credits earned: 1 General CLE Credit-FREE for SSF Members! 

View Agenda   View Presenter Bios


THE NEW NOTARY RULES.  The 411 and the Q&A
  • Friday, February 11, 2022 at 9:00 a.m. (MT) Virtual by Zoom
  • Register at:
  • Presenters: Cristina Chavez, Director of the SOS’ Business Services Division, and Dylan Lange, SOS General Counsel
  • Moderator: Deian McBryde, Chair SSF Section
  • Cristina and Dylan will review the new rules and take questions from SSF members. After the SOS presentation, we’ll host an SSF member discussion on best practices for notarial acts and other practice management topics.
  • 1.0 Ethics CLE Credit – FREE for SSF members!

View Agenda   View Presenter Bios

2022 Solo and Small Firm Institute
Information Coming Soon