For more information on these presentations or to schedule Stacey or Sherry for your upcoming event, please contact us.

Stacey’s Upcoming Presentations:

December 18-19, 2019
Best of 2019 CLEs (Continuing Legal Education) – An Overview
Washington State Bar Association (WSBA)
Program Moderator

March 26, 2020
Social Media in Your Law Practice, presenting with Jeanne Marie Clavere
Washington State Bar Association (WSBA) Reinstatement Program

Sherry’s Upcoming Presentations:

Check back soon

Check out Stacey’s Past Presentations and Radio Appearances:

Holistic Finance Podcast, Episode 18 focusing on Business Law, December 2019
Ethics and Technology, presented with Jeanne Marie Clavere, Washington State Bar Association (WSBA) Senior Lawyers Section Meeting, September 2019
Business Law Essentials, U.S. Small Business Administration Biz Fair, September 2019 (also presented in 2003-2004, 2006-2018)
Social Media in Your Law Practice, presented with Jeanne Marie Clavere, East King County Bar Association (EKCBA), June 2019
Ethics and Technology, presented with Jeanne Marie Clavere, King County Bar Association (KCBA) Guardianship and Elder Law Section Meeting, March 2019
Social Media in Your Law Practice, Washington State Bar Association (WSBA) Readmission Program, March 2019 (also presented in 2016-2013, 2017-2018)
Washington State Bar Association (WSBA) Best of 2018 CLEs (Continuing Legal Education) – An Overview, Washington State Bar Association (WSBA), Program Moderator, December 2018 (also moderator in 2013-2017)
Ethics and Technology, presented with Jeanne Marie Clavere, Washington State Bar Association (WSBA), Ethics School CLE (Continuing Legal Education), August 2018
Ethical Considerations Involved in Practicing in a Virtual Law Firm, King County Bar Association, Business Law Section CLE, May 2018
Probate 101: An Overview of the Basic Mechanics of the Probate Process, presented with Sherry Bosse Lueders, Seattle Select Attorneys CLE, May 2018
JumpStart: Create the Best Support System for Your Business, Contracts, U.S. Small Business Administration, May 2018
Business Law Essentials & How to Choose the Right Business Structure, U.S. Small Business Administration Monthly Workshop, November 2017 (also presented in July, May and January 2017, February 2016, February, May and August 2015)
Diminished Capacity Issues, King County Bar Association (KCBA) CLE, May 2017
JumpStart: Create the Best Support System for Your Business, Choosing the Right Business Structure & Choosing Your Team Panel, U.S. Small Business Administration, May 2017 (also presented in 2016)
Discussion on Probate, Seattle Real Estate Radio, KKOL 1300 am, September 2016
We Just Shook Hands, but is it Really a Deal?, eWomen Accelerated Networking Event, February 2016
Ethical Considerations Involved in Practicing in a Virtual Law Firm, Washington State Bar Association (WSBA) Civil Litigation Institute, September 2015
Which Business Entity is Best for You?, U.S. Small Business Administration Biz Fair, September 2015 (also presented in 2003-2004, 2006-2014)
Idea to Execution: Make or Break Your Business Panel, Panelist, Seattle Small Business Expo, July 2015
Real Property, Probate & Trust Section on Ethics, Washington State Bar Association (WSBA) midyear meeting, June 2015
Trusts and Estates Dispute Resolution Act “TEDRA”, Washington State Bar Association (WSBA) CLE course, March 2015 (also presented in 2012)
Hang the Shingle: Alternative Models of Practice, Washington State Bar Association (WSBA) CLE course, Panelist, January 2015
Property Rights and Estate Planning Issues, Northwest Real Estate Connections with Patricia Wangsness, Radio Broadcast. Of Counsel Attorney Sherry Bosse Lueders joined Stacey on the air, September 2014 (also presented in 2013)
Business Law Essentials, eWomen Network Luncheon, September 2014
How to Set Up a Virtual Law Firm, 9th Annual Washington State Bar Association (WSBA) Solo & Small Firm Conference, July 2014
Business Law Essentials, Northwest Chinese School, March 2014
Legal Tech Briefs: Virtues of Virtual Law with Stacey L. Romberg, Lexis Nexis | The Business of Law Blog, Webcast, March 2014
Estate Planning Tips Every Parent Needs, The Good Enough Parenting Show with Margit Crane & Barbara Dab, Radio Broadcast, October 2013
Lincoln on Professionalism, a WSBA- sponsored CLE Course, Panelist, June 2013 (also a panelist for this topic in September 2012, April 2012, September 2011, June 2010, September 2009, and March 2009)
The Basics of Transactional Documents, a King County Bar Association (KCBA) sponsored CLE course, March 2013
Estate Planning, Northwest Chinese School, presented with Debbie Whitlock, February 2013
Estate Planning & Probate, PEPS (Program for Early Parenting Support) Group, February 2013 (also presented to PEPS, with Debbie Whitlock, July 2012)
Estate Planning, Money Wi$e Women Conference, January 2013
Trusts and Estates Dispute Resolution Act “TEDRA,” 57th Annual WSBA Estate Planning Conference, a CLE course sponsored by the WSBA and the Seattle Estate Planning Council, presented with Richard Furman of Aiken, St. Louis & Seljeg P.S., November 2012
The Doctor is In – Q&A Session, presented with Marijean Moschetto of Moschetto Koplin, WSBA Solo and Small Firm Conference, July 2012
Your Family – Your Business – Your Legacy: Dying with Clarity in a Culture of Denial, Parents Club of Holy Rosary School, presented with Debbie Whitlock, February 2012
Low Cost Tips to Attract Good Clients, a WSBA-sponsored CLE course, presented with D. Bruce Gardiner of Gardiner Law Firm, February 2012
Estate Planning and Probate, Presented with Debbie Whitlock at Seattle Women Business Owners Brown Bag Series, January 2012
Explaining the Tax Relief Unemployment Insurance Re-authorization and Job Creation Act of 2010, Femme Finance Show, KKNW Radio with Debbie Whitlock, Radio Broadcast, January 2011
Harnessing the Power of the Internet for Your Practice, a WSBA – sponsored CLE course, Program Chair, December 2010
Your Family – Your Business – Your Legacy: Dying with Clarity in a Culture of Denial, Corporate Starbucks Headquarters, sponsored by Starbuck Partners, presented with Debbie Whitlock, June 2010
Your Family – Your Business – Your Legacy: Dying with Clarity in a Culture of Denial, Mill Creek Women in Business, presented with Debbie Whitlock, May 2010
Estate Planning Basics, Femme Finance Show, KKNW 1150 Radio with Debbie Whitlock, Radio Broadcast, January 2010
Strategic Solutions for Solo/Small Firm Practitioners, a WSBA-sponsored CLE course, presented with Tara Roberts of Puget Sound Law and James W. Talbot of James W. Talbot PLLC, December 2009
Virtual Offices, KCBA, Solo/Small Firm Bootcamp, co-presented with Tara Roberts of Puget Sound Law, October 2009
Business Succession, WNET (Women’s Network of Entrepreneurial Training), Presented with Dena Levine of DML Insurance Services, Inc. and Linda Teachout of Linda M. Teachout, C.P.A., PLLC, October 2009
Estate Planning by the Solo/Small Firm Practitioner Revisited – Follow up and Updated Recommendations, 54th Annual WSBA Estate Planning Conference, a CLE course sponsored by the WSBA and the Seattle Estate Planning Council, presented with Lori K. Rath, Lasher Holzapfel Sperry & Ebberson, PLLC, October 2009
Running a Law Practice in a Recession: Economic Facts and Survival Skills, KCBA Solo and Small Firm Section, presented with Penelope Bell of Simply a Moment, May 2009
Business Law Essentials, Accomplishment Coaching Program with Carmelita Logerwell, MS, CPA, of Tueffers, Guckian & Gamon, PLLC, May 2009
Succeeding in Tough Times: The Lawyer & Law Firm Survival Guide, Collective Wisdom in Tough Times, a Rubric LLC – sponsored CLE course, March 2009
Mixing Money and Values, Phinney Ridge Neighborhood Association, Presented with Charles Tompkins of Tompkins Wealth Management, Inc., September 2008
Perspectives on Defining and Refining Your Personal Communication Style: Dealing Effectively with Clients (or Prospective Clients), WSBA 3rd Annual Solo and Small Firm Conference, presented with Stephen R. Crossland of the Crossland Law Office and Jeffrey L. Tolman of the firm Tolman Kirk Clucas, July 2008
Developing an Estate Planning Practice in the Solo/Small Firm Environment, WSBA 3rd Annual Solo and Small Firm Conference, July 2008
Are You Working For Your Business, Or Is It Working For You?, Women’s Network for Entrepreneurial Training (WNET), June 2008
Pet Trusts and Caring for Animals in Estate Planning, WSBA Animal Law Conference, April 2008
Suggestions and Resources for Managing Your Practice for New Bar Admittees, WSBA, November 2007
Revisions to Rules of Professional Conduct, KCBA Solo and Small Firm Section, presented with Lori K. Rath, Lasher Holzapfel Sperry & Ebberson, PLLC, October 2007
Developing an Estate Planning Practice in a Solo/Small Firm Environment, 52^nd Annual WSBA Estate Planning Conference, presented with Lori K. Rath, Lasher Holzapfel Sperry & Ebberson, PLLC, October 2007
Choosing the Right Entity Formation, KCBA Small Business Institute, presented with David Liatos of the accounting firm CPA Seattle, May 2007
Starting a Legal Practice, WSBA Animal Law Conference, March 2007
Legal Issues for Start-Ups, U.S. Small Business Administration, October 2006
To Form or Not to Form … A Business Entity, U.S. Small Business Administration, September 2006 (also presented to U.S. Small Business Administration, April 2005)
Careers in Estate Planning, Panelist at Seattle University School of Law, October 2005
Mistakes Lawyers Make, KCBA Solo and Small Firm Section, July 2005
Starting a Legal Practice, Panelist at University of Washington School of Law, May 2005 (also panelist in May 2004 and May 2003)
Choosing the Right Business Structure, Washington Association of Legal Investigators, October 2003
Legal Entity and Legal Liability Issues, Continuing Legal Education Seminar, KCBA Solo and Small Practice Section, June 2003
Estate Planning, People’s Law School, April 2003
Entrepreneurial Series, NW Business Center, October 2002

Check out Sherry’s Past Presentations and Radio Appearances:

Moderator, “An Inside Look at Being In-House”, Mother Attorneys Mentoring Association of Seattle, June 2019
Personal Estate Planning for the 99%, King County Bar Association (KCBA) CLE, April 2019 (also presented in 2018)
Professional Responsibility and Client Communications, Washington State Bar Association (WSBA) Readmission Program, March 2019 (also presented in 2016-2018)
Moderator, “How to Lean in While Leaning Out: A panel discussion for attorneys about how to stay engaged and on track professionally while on extended leave or part-time in order to facilitate the move back to leaning in”, Mother Attorney Mentoring Association of Seattle, October 2018
Probate 101: An Overview of the Basic Mechanics of the Probate Process, presented with Stacey Romberg, Seattle Select Attorneys CLE (Continuing Legal Education), May 2018
Client Communications – Managing Client Expectations, presented with Wendy Malkin, Salmon Bay Law Group, Washington State Bar Association (WSBA) Readmission Course CLE, March 2018
Diminished Capacity Issues, King County Bar Association (KCBA) CLE, May 2017
Professional Responsibility and Client Communications, Snohomish County Bar Association CLE, December 2016
Presenter, Overview of Information, Resources, and Connections at WSBARPPT.com, 2016 Real Property, Probate and Trust Section Midyear Meeting & Conference, June 2016
Panelist, SNOW Women and Money Event, Seattle’s Network of Women (SNOW), June 2016
Social Media in Your Law Practice, Washington State Bar Association (WSBA) Readmission Panel, March 2016
Social Media Law: Business Basics to Stay Ahead of the Game and Out of Trouble, U.S. Small Business Administration’s Biz Fair, September 2015
Estate Planning for New Parents, Program for Early Parent Support (PEPS), June 2015
Estate Planning, Mercer Island Public Library (private event), March 2015
Ethics and Social Media, Washington State Bar Association (WSBA) Readmission CLE, presented with Jeanne Marie Clavere and Anne Seidel, March 2015
Estate Planning for New Parents, Program for Early Parent Support (PEPS), March 2015
Property Rights and Estate Planning Issues, Northwest Real Estate Connections with Patricia Wangsness, Radio Broadcast, with Attorney Stacey Romberg, September 2014
Estate Planning for Everyone, Financial Health 101 presented with Justin Harris AAMS, Financial Advisor, May 2014
Effective Client Communications, Washington State Bar Association (WSBA) Readmission Program, presented with Jeanne Marie Clavere, March 2014