2014 Wisconsin Solo and Small Firm Conference - October 23-25 at the Kalahari Resort, Wisconsin Dells.
2014 Wisconsin Solo and Small Firm Conference - October 23-25 at the Kalahari Resort, Wisconsin Dells.

2014 Wisconsin Solo and Small Firm Conference

October 23-25 at the Kalahari Resort, Wisconsin Dells.




Thursday Schedule

Time Substantive Track
Sponsored by Laufenberg, Jassak, & Laufenberg S.C.
Practice Management Track Technology Track
Sponsored by Bakke Norman S.C.
Quality of Life/Ethics Track

9:00  - 10:00 a.m.

Preconference Session

Business School for Lawyers

Growing a Practice: How to Know When and How to Add Employees (1.0 CLE)

Even solos should not be alone. Growing your practice can provide many benefits, including time, profits, and the opportunity to focus on the parts of the practice you enjoy most – or just the ability to help more people. Hear about some of the benefits and some of the methods you can use to achieve them, from a Wisconsin lawyer whose firm grew from 2 lawyers to over 35 people. This session will give you practical ideas on:

  • How to delegate tasks to others so that you can grow your practice
  • Who, when, and how to hire
  • Ideas on how to utilize the people you hire, and how to do it profitably

J. David Krekeler

10:00  - 11:00 a.m.

Preconference Session

Business School for Lawyers

Growing a Practice: The Legal Requirements (1.0 CLE)

As counsel, it is presumed that we know the legal requirements relative to hiring, managing a staff, and other aspects of a growing business - and particularly sticky if we don't. This session will focus on the nuts and bolts of growing one's practice, including:

  • Hiring and onboarding (W-4s, I-9s, confidentiality agreements, etc.)
  • Setting up payroll, unemployment insurance, worker's compensation
  • Organizational charts, reporting relationships, and managing workflow
  • Budgeting, cash flow, and related financial issues

Mark J. Goldstein

11:00  - 12:00 p.m.

Preconference Session

Business School for Lawyers

Growing a Practice: What I Have Learned Along the Way (1.0 CLE)

Growth does not just happen. Planning is necessary. Learn how to plan and execute your own practice growth in order to give yourself more time, make more money, reduce stress, and focus on more enjoyable tasks. By learning your options in how you practice, you can make the best use of your time. With nearly 75 years of combined experience, our panel will discuss the rewards and frustrations they have had with:

  • Costs and compensation, including when it is time to hire
  • Delegation, including who and what
  • Orientation, training, and evaluation of your people

Mark J. Goldstein, J. David Krekeler, Sarah L. Ruffi

12:00 p.m.

Registration

Conference Registration and Expo Hall Open - Lunch on your own

12:45  - 2:00 p.m.

Session 1

Opening Plenary - One Big Happy Family: How We Communicate at Work and Home to Maximize Possibilities (0.0 CLE) [spouses welcome]

"One Big Happy Family" is the most entertaining communication and teambuilding seminar you will ever attend. You'll laugh like never before and come away with ideas and strategies that will make all of your relationships – professional and personal – stronger than they’ve ever been.

  • Make changes to improve your business culture and strengthen your team dynamic
  • Learn what to say to improve employee engagement and productivity
  • Learn how to resolve conflicts, or better still, avoid them before they begin
  • Get communication strategies for creating seamless and enjoyable (yes!) change management
  • Understand how to improve communication in an age-diverse workforce

Rex Havens

2:00  - 2:30 p.m.

Sponsor Refreshment Break

Visit the Legal Expo and get your “Passport to Prizes” signed for a chance to win great prizes!

2:30  - 3:20 p.m.

Session 2

Same-Sex Marriage in Wisconsin: Rights, Privileges, and Obligations - Christopher S. Krimmer (1.0 CLE)

Business School for Lawyers

Hanging Your Shingle - Part I - Gregory J. Banchy (1.0 CLE)

Getting More Out of Microsoft Outlook - Jeffrey S. Krause (1.0 CLE)

Business School for Lawyers

Dealing with Difficult People: Difficult Clients (Yours and Theirs), Difficult Attorneys, Difficult Others (Part I) - Dr. Kenneth H. Waldron (1.0 CLE)

3:20  - 4:00 p.m.

Sponsor Refreshment Break

Visit the Legal Expo and get your "Passport to Prizes" signed for a chance to win great prizes!

4:00  - 4:50 p.m.

Session 3

A Residential Real Estate Transaction: Practice Tips and Tales from the Trenches - Sara B. Andrew, Carol E. Krigbaum (1.0 CLE)

Business School for Lawyers

Top Ten Ways to Grow Your Practice on a Budget - Jenna Atkinson (1.0 CLE)

Business School for Lawyers

File It, Find It, Use It: Document Management On-Premise and In the Cloud - Gregory J. Banchy, Brent J. Hoeft, Jeffrey S. Krause (1.0 CLE)

Business School for Lawyers

Dealing with Difficult People: 5 Fact Scenarios/Hypotheticals (Part II) - Dr. Kenneth H. Waldron, Eric L. Andrews, Lisa L. Derr, Aviva M. Kaiser, Kristine A. Snow (1.0 CLE/EPR)

4:50  - 6:30 p.m.

Attendee Reception

Enjoy beer, wine and soda, plus a cash bar and hors d'oeuvres compliments of WILMIC and West Bend Mutual Insurance Company

7:30  - 9:30 p.m.

Family Movie Night

General Session Room

Friday Schedule

Time Substantive Track
Sponsored by Laufenberg, Jassak, & Laufenberg S.C.
Practice Management Track Technology Track
Sponsored by Bakke Norman S.C.
Quality of Life/Ethics Track

7:45  - 3:00 p.m.

Expo Hall

Expo Hall is open until 3:00 p.m. - Today is your last chance to meet with companies that can help your practice.

7:45  - 8:30 a.m.

Breakfast

Registration and Deluxe Continental Breakfast
Sponsored by Hupy and Abraham, S.C.

8:30  - 10:00 a.m.

Session 4

Business School for Lawyers

Plenary - Financial Personality and the Practice of Law (1.0 CLE) [spouses welcome]

Your financial personality is shaped by where you were born, when you were born, to whom you were born, and to what you were born. This presentation by Financial Counselor and Consultant Connie Kilmark will describe the way family history, peer and ethnic culture, and neurobiology intersect to form your and your partners' (both intimate and legal) financial personalities. All attendees and their spouses or significant others are encouraged to attend.

  • Gain insights into how your financial personality impacts your practice and personal life
  • Become aware of your partners' financial strengths and weaknesses
  • Learn steps to avoid most common pitfalls of solo and small firm life

Constance M. Kilmark

10:00  - 10:30 a.m.

Sponsor Refreshment Break

Visit the Legal Expo and get your "Passport to Prizes" signed for a chance to win great prizes!

10:30  - 11:20 a.m.

Session 5

The New Wisconsin Trust Code: How Your Drafting Impacts Who Gets What Information - Randy S. Nelson (1.0 CLE)

Business School for Lawyers

The Economics of Law in Wisconsin - Fred Petillo (1.0 CLE)

Project Management and Collaboration in the Cloud - Katrina C. Jasaitis, Nerino J. Petro (1.0 CLE)

Business School for Lawyers

What to Do when the Office of Lawyer Regulation Calls - J. David Krekler, Dean R. Dietrich, Alice O'Mahar, Thomas W. Shellander (1.0 CLE/EPR)

11:20 a.m.  - 1:15 p.m.

Session 6

Networking Lunch & Lederer Award

Topics for table discussions will include: appellate law, businses law, criminal law, employment law, estate planning, health care law, landlord-tenant law, mediation, probate practice, real estate law, technology, and more.
Sponsored by LexisNexis Firm Manager.

1:15  - 1:30 p.m.

Sponsor Refreshment Break

Visit the Legal Expo. Last chance to get your "Passport to Prizes" signed.

1:30  - 2:20 p.m.

Session 7

snIPpets: Intellectual Property Awareness for Any Practice - Garet K. Galster, Melissa S. Hockersmith (1.0 CLE)

Health Insurance for Small Businesses - Corinne Bultman, Ralph D. Bultman (1.0 CLE)

Business School for Lawyers

40 Sites, Tips, Tricks, Gadgets, and Tools for Productivity and Profitability (and Maybe a Little Fun) - Jeremy T. Cherny; Katrina C. Jasaitis; Jeffrey S. Krause; Nerino J. Petro (1.0 CLE)

Business School for Lawyers

Beyond the Practice of Law: Don't Lose Sight of Happiness - Zachary J. Kluck; John G. Walsh; Latrice M. Milton; Tonya Vachirasomboon (0.0 CLE)

2:20  - 2:50 p.m.

Sponsor Refreshment Break

Prize winners announced.

2:50  - 3:40 p.m.

Session 8

Public Benefits that Every Attorney Should Know About - Heather B. Poster (1.0 CLE)

Impact of Post-2008 Financial Trends on Lawyers - Connie Kilmark (1.0 CLE)

Cloud Security: What Lawyers Need to Know - Terrence L. Dunst, Brent Hoeft, Thomas E. Schober (1.0 CLE)

At Wit's End: Representing Clients with Disorders of Thought, Reasoning, Memory, and Emotion - Dr. Patricia Bromley, Timothy J. Pierce (Part I) (1.0 CLE/EPR)

3:50  - 4:40 p.m.

Session 9

Tax Challenges in a Time of Budget Cuts, Staff Reductions, and Expanded Responsibilities - Robert B. Teuber (1.0 CLE)

Business School for Lawyers

Planning for Disaster - Linda Albert, George Psiharis, Thomas J. Watson (1.0 CLE)

Using Cutting Edge Technology at Trial: Gadgets, Gizmos, and Gimmicks - Kirk B. Obear (1.0 CLE)

At Wit's End: Representing Clients with Disorders of Thought, Reasoning, Memory, and Emotion (Part II) (1.0 CLE/EPR)

5:15  - 7:30 p.m.

Hospitality Suite

Enjoy wine and refreshments compliments of Lawton & Cates and Krekeler & Strother. Dinner on your own.

Saturday Schedule

Time Substantive Track
Sponsored by Laufenberg, Jassak, & Laufenberg S.C.
Practice Management Track Technology Track
Sponsored by Bakke Norman S.C.
Quality of Life/Ethics Track

7:30 - 8:20 a.m.

Session 10

Business School for Lawyers

Plenary - Gizmos, Gadgets, and Widgets (1.0 CLE) [spouses welcome]

This fast-paced conference favorite is sure to bring a smile to your face by offering you a look at the lighter side of technology, including tips and overviews of the gizmos and gadgets that are most useful for your law practice and your life!


Nerino J. Petro, Bryan M. Sims

8:30  - 9:20 a.m.

Session 11

The Strategy of Pre-Suit Settlement: Using the Timely Payment of Claims Statute as Sword in Civil Litigation - Jonathan P. Groth (1.0 CLE)

Business School for Lawyers

Hanging Your Shingle -Part II - Sarah L. Ruffi (1.0 CLE)

Business School for Lawyers

Setting Up and Running a Remote Virtual Office - Gregory J. Banchy, Michael F. Brennan (1.0 CLE)

What Starbucks Teaches Us About Attracting Clients - The Ethical Way - Stuart I. Teicher (1.0 CLE/EPR)

9:20  - 9:50 a.m.

Break

Hotel Checkout

9:50  - 10:40 a.m.

Session 12

Environmental Law in a Small Firm: Client Needs and Attorney's Approach - Sara M. Drescher (1.0 CLE)

Taking Down Your Shingle - Lowell E. Sweet(1.0 CLE)

Business School for Lawyers

Taking Office 365 to the Next Level with SharePoint, Lync, and OneNote - Jeremy T. Cherny, Josh Van Den Wildenburg (1.0 CLE)

Real Life Ethics in Property Disputes - Mark Hazelbaker (1.0 CLE/EPR)

10:50  - 12:05 p.m.

Session 13

Closing Plenary - What NASCAR, Jay-Z & the Jersey Shore Teach About Attorney Ethics (1.5 CLE/EPR)

The seemingly unrelated topics of art, sports, and modern culture all carry interesting and valuable messages for attorneys. In this one-of-a-kind seminar, Mr. Teicher explains how various elements of popular culture provide poignant lessons that help us understand and appreciate the rules of professional conduct. Whether it’s being aware of misconduct or maintaining competence, Mr. Teicher delivers an innovative, captivating seminar that teaches valuable lessons about attorney ethics and professionalism.


Stuart I. Teicher

Plenary Sessions

Session 1

One Big Happy Family: How We Communicate at Work and Home to Maximize Possibilities

[spouses welcome]

"One Big Happy Family" is the most entertaining communication and teambuilding seminar you will ever attend. You'll laugh like never before and come away with ideas and strategies that will make all of your relationships – professional and personal – stronger than they’ve ever been.

  • Make changes to improve your business culture and strengthen your team dynamic
  • Learn what to say to improve employee engagement and productivity
  • Learn how to resolve conflicts, or better still, avoid them before they begin
  • Get communication strategies for creating seamless and enjoyable (yes!) change management
  • Understand how to improve communication in an age-diverse workforce

Rex Havens

Back to Top
Session 4

Financial Personality and the Practice of Law

[spouses welcome]

Your financial personality is shaped by where you were born, when you were born, to whom you were born, and to what you were born. This presentation by Financial Counselor and Consultant, Connie Kilmark, will describe the way family history, peer and ethnic culture, and neurobiology intersect to form your and your partners' (both intimate and legal) financial personalities. All attendees and their spouses or significant others are encouraged to attend.

  • Gain insights into how your financial personality impacts your practice and personal life
  • Become aware of your partners' financial strengths and weaknesses
  • Learn steps to avoid the most common pitfalls of solo and small firm life

Constance M. Kilmark

Back to Top
Session 10

Gizmos, Gadgets, and Widgets

[spouses welcome]

This fast-paced conference favorite is sure to bring a smile to your face by offering you a look at the lighter side of technology, including tips and overviews of the gizmos and gadgets that are most useful for your law practice and your life!

Nerino J. Petro, Brian M. Sims

Back to Top
Session 13

What NASCAR, Jay-Z & the Jersey Shore Teach About Attorney Ethics

The seemingly unrelated topics of art, sports, and modern culture all carry interesting and valuable messages for attorneys. In this one-of-a-kind seminar, Mr. Teicher explains how various elements of popular culture provide poignant lessons that help us understand and appreciate the rules of professional conduct. Whether it’s being aware of misconduct or maintaining competence, Mr. Teicher delivers an innovative, captivating seminar that teaches valuable lessons about attorney ethics and professionalism.

Stuart I. Teicher

Back to Top

Substantive Track - Sponsored by Laufenberg, Jassak, & Laufenberg S.C.

Track Chair: Sara B. Andrew and Robert B. Teuber

Session 2

Same-Sex Marriage in Wisconsin: Rights, Privileges, and Obligations

In this rapidly changing area of the law, this session will discuss the unique legal position of gay and lesbian couples who reside in Wisconsin but marry in a state that recognizes same-sex marriage. The program will identify the rights and obligations applicable to these marriages, and how state and federal spousal rights interact. The program will also discuss recent developments in federal and state domestic partnership law, estate planning for same-sex couples, how to “divorce” same-sex spouses, and legal options for same-sex partners with children.

  • Update on the status of the Wisconsin same-sex marriage lawsuit: Wolf v. Walker
  • Domestic partnership rights
  • Legal protections for children of same-sex couples
  • How to terminate a marriage not recognized by the state
  • Special estate planning needs for same-sex married couples
  • The legal status of children of same-sex married couples

Christopher S. Krimmer

Back to Top
Session 3

A Residential Real Estate Transaction: Practice Tips and Tales from the Trenches

Expand your practice into the realm of residential real estate without trepidation. This session will provide an overview of a complete transaction, from drafting a rock solid offer to avoiding post-closing issues, highlighting common (and some not so common!) problems that can arise.

  • Learn from the experiences of those who've gone before you
  • Get real life tips to avoid minor trip hazards to full blown pitfalls that lurk in every residential real estate transaction

Sara B. Andrew, Carol E. Krigbaum

Back to Top
Session 5

The New Wisconsin Trust Code: How Your Drafting Impacts Who Gets What Information

On July 1, 2014, the new Wisconsin Trust Code provisions went into effect. Come learn what information trust beneficiaries are entitled to receive, the practical benefits to providing that information, and how to draft around the rules if your client wants to.

  • Qualified beneficiaries under the WTC
  • Existence of the trust and its dispositive provisions
  • Trust accountings
  • Trustee contact information and fees
  • The benefits of informing beneficiaries

Randy S. Nelson

Back to Top
Session 7

snIPpets: Intellectual Property Awareness for Any Practice

Whether you focus on family law, employment law, personal injury law, business law, or bankruptcy, legal rights related to confidential information, trade secrets, copyrights, trademarks, and patents permeate all types of client situations. Join us to learn about general intellectual property principles, how to advise a client with respect to IP rights, and how to utilize information related to IP in your specific practice area. Several 15-minute vignettes will be presented, each focused on a different type of practice, but general IP concepts will be discussed throughout, so you won't want to miss a minute!

  • Learn general intellectual property principles
  • Identify intellectual property issues in a wide variety of practice areas
  • Get tips for advising your clients on intellectual property rights

Garet K. Galster, Melissa S. Hockersmith

Back to Top
Session 8

Public Benefits that Every Attorney Should Know About

Do you have clients who may be receiving means tested benefits such as Medicaid and SSI? In this session, you will learn how to protect a client's assets and income streams while maintaining his or her eligibility for public benefits, including the use of pooled and special needs trust and spend down planning.

  • Get an overview of both means tested and entitlement public benefits programs
  • Identify the impact of the client's receipt of assets or income from an inheritance, divorce, personal injury action, or worker's compensation action

Heather B. Poster

Back to Top
Session 9

Tax Challenges in a Time of Budget Cuts, Staff Reductions, and Expanded Responsibilities

The IRS is undergoing a transformation brought about by significant budget cuts and expanded responsibilities. The tax authority is being forced to refocus its priorities and redistribute its workload. The results are significant delays and difficulty in achieving appropriate and final resolutions to tax disputes. This seminar will give you practical tips for dealing with the IRS under tight budget and time constraints.

  • What the IRS is doing to deal with its increasingly limited resources
  • Insight into dealing with the Wisconsin Department of Revenue as it undergoes its own changes

Robert B. Teuber

Back to Top
Session 11

The Strategy of Pre-Suit Settlement: Using the Timely Payment of Claims Statute as Sword in Civil Litigation

Which statutes will help put the pressure on an opposing party? What must you do to make full use of this strategy? Trial attorneys will benefit from this step-by-step process on how to use the Timely Payment of Claims Statue in pre-suit and early in-suit litigation.

  • Section 628.46 Wis. Stats. a/k/a Timely Payment of Claims Statute
  • Kontowicz v. American Standard Insurance and its progeny
  • Pre-judgment interest, costs, and analysis
  • A step-by-step process to use these "swords" in your practice

Jonathan P. Groth

Back to Top
Session 12

Environmental Law in a Small Firm: Client Needs and an Attorney's Approach

In this environmental primer for the non-environmental attorney, you will learn to identify environmental issues that might come through your door and what special challenges those issues might present.

  • Learn about key environmental practice areas such as water, vapor intrusion, timber trespass, and spills
  • Understand the interrelatedness of environmental issues across practice areas
  • Identify environmental topics relevant in today's business climate and in communities facing budget constraints.

Sara M. Drescher

Back to Top

Practice Management

Track Chairs: Lori Kannenberg Dorn, Johanna R. Kirk

Session 2
Business School for Lawyers

Hanging Your Shingle - Part I

So you think you want to hang a shingle and go out on your own. There are many steps that must be taken before you even see your first client, starting with selecting the appropriate location (e.g. is handicap accessibility a requirement) and buying or leasing furniture, equipment, and computers (hardware and software). You will also need to choose whether to you wish to operate as a sole proprietor/partnership, LLC, LLP or service corporation. If you operate as a limited liability organization, you must additionally register (and pay a fee) annually with the State Bar and maintain a minimum level of professional liability insurance. Professional liability insurance comes around annually. If there are employees, documents must be filed with IRS and the State of Wisconsin (DOR and DWD). Don't forget about setting up an IOLTA account for handling client funds. Still want to hang a shingle?

  • Logistics of starting a solo firm
  • Filing requirements and registrations (IRS, DOR, DWD)
  • Entity selection
  • Forms for Wisbar, WisTAF, and OLR
  • Insurance requirements

Gregory J. Banchy

Back to Top
Session 3
Business School for Lawyers

Top Ten Ways to Grow Your Practice on a Budget

In this engaging session, attendees will learn how to get the most bang for their marketing dollars. They will come away with actionable steps to create dynamic, cost efficient business growth. If you are looking to take your business to the next level of success without breaking the bank - this session is a must see.

  • Marketing is much more than traditional print, radio, and tv ads
  • The many marketing avenues that can get big results from a small budget
  • How to set goals and calculate ROI to determine your most effective marketing initiatives

Jenna Atkinson

Back to Top
Session 5
Business School for Lawyers

The Economics of Law in Wisconsin

Are you interested in the economic characteristics of a small law practice? Do you wish you understood some of the large-scale technological and economic forces that could disrupt your practice in the future? Would you like some data about how to make operational, marketing, and economic decisions that will put you in a better position to meet future challenges? If so, then this session is for you! This session will cover:

  • Data from the recent 2013 Economics of Law Practice in Wisconsin report
  • Trends in the economic challenges facing small practices
  • A look at some of the environmental and technological changes that could affect the practice of law in the future

Fred Petillo

Back to Top
Session 7

Health Insurance for Small Businesses

Whether you are covered by a small group health insurance plan or an individual insurance policy, there is much to learn about how the Health Insurance Marketplace will work for you, your firm, and your clients. Open enrollment for 2015 begins on November 15, 2014. Learn what your options are, including the Small Business Health Options Program (SHOP).

  • Learn about the ACA options in your area
  • Assist your clients, your employees, and yourself in understanding ACA
  • Learn about the special enrollment periods

Corinne Bultman, Ralph D. Bultman

Back to Top
Session 8

Impact of Post-2008 Financial Trends on Lawyers

What can demographics and economic trends tell us about practice demand? What does rising student loan debt mean when wages are stagnating? Does public service make sense for you? Does the "sharing economy" present opportunities for clients? For lawyers? What ethical challenges are exacerbated in a stagnating economy? In this interactive breakout session, come learn the answers to these and other questions regarding the economy's impact on the practice of law in solo and small firms.

Constance M. Kilmark

Back to Top
Session 9
Business School for Lawyers

Planning for Disaster

So your office looks like a tornado went through it. Literally. What steps can you take to be prepared for natural disasters, staff errors, hackers, scammers, or your own stupidity? When your office is reduced to a pile of lumber and client files are floating in the wind all over town, or, floating around the world because your staff let a virus into your system, what is expected of you and what can you expect from others?

  • Understand how to access backed up data to get your office up and running as soon as possible.
  • Know who to contact after a disaster (insurance, clients, courts, other attorneys, WisBar help)
  • Learn what happens after a disaster (insurance claims, court calendars, dealing with impatient or unhappy clients or attorneys)
  • Understand the emotional impact of disaster on your life and practice

Linda Albert, George Psiharis, Thomas J. Watson

Back to Top
Session 11
Business School for Lawyers

Hanging Your Shingle - Part II

When do you know it's time to add another staff or associate? This session will focus on some of the signs that a firm can use to assess when it's time to expand your business.

  • Identify some of the signs that indicate you're ready to grow.
  • Discover ways your practice will change when you add another employee.
  • Consider how to prepare for the additional staff.

Sarah L. Ruffi

Back to Top
Session 12

Taking Down Your Shingle

You've had a good run but that shingle outside is now faded and you are ready to take it down. Learn about the practical aspects of shutting down a solo firm or leaving a small firm for retirement. This session will provide advice on selling your practice, transitioning clients, and closing your door.

  • Differences between closing a solo practice versus leaving a firm
  • Options for buy-out agreements and of-counsel relationships
  • Professional Liability Tail Coverage
  • Dealing with client information and records
  • Timing the decision and transition

Lowell E. Sweet

Back to Top

Technology Track - Sponsored by Bakke Norman S.C.

Track Chair: Terrence L. Dunst and Jeffrey S. Krause

Session 2

Getting More Out of Microsoft Outlook

Many lawyers spend their entire day in Microsoft Outlook but do little more than answer email and schedule appointments. If this sounds like you, attend this session to discover new features and ways to get more out of Outlook.

Jeffrey S. Krause

Back to Top
Session 3
Business School for Lawyers

File It, Find It, Use It: Document Management On-Premise and in the Cloud

Are you overwhelmed by paper or the inability to find a document or email when you really need it? Document management systems help you file things the right way and find them when you need them.

Gregory J. Banchy, Brent J. Hoeft, Jeffrey S. Krause

Back to Top
Session 5

Project Management and Collaboration in the Cloud

The cloud offers new opportunities to collaborate with clients and colleagues. Learn how to manage projects and safely share information with others in the new digital age.

Katrina C. Jasaitis, Nerino J. Petro

Back to Top
Session 7
Business School for Lawyers

40 Sites, Tips, Tricks, Gadgets and Tools for Productivity and Profitability (and Maybe a Little Fun)

Back by popular demand, this rapid-fire session features four technology "geeks" each presenting ten of their favorite tech tips in one minute per tip.

Jeremy T. Cherny, Katrina C. Jasaitis, Jeffrey S. Krause, Nerino J. Petro

Back to Top
Session 8

Cloud Security: What Lawyers Need to Know

The cloud is everywhere and more law firms and clients move to it every day. Is it secure? Learn how to better ensure your firm's data and your client's confidential information is protected.

Terrence L. Dunst, Brent J. Hoeft, Thomas G. Schober

Back to Top
Session 9

Using Cutting Edge Technology at Trial: Gadgets, Gizmos, and Gimmicks

You don't have to be a geek to use tech in the courtroom to enhance your trial presentation, although it helps. Kirk will show you how to incorporate technology into your opening statements, cross-examination, closing argument, and organizing information for the jury.

Kirk B. Obear

Back to Top
Session 11
Business School for Lawyers

Setting Up and Running a Remote Virtual Office

Virtual offices are all the rage. Where do you start? This session features practical considerations regarding the technology and mindset necessary to take your practice virtual.

  • Introduction to virtual law practices and their use as law practice management platforms
  • How to spot ethical issues specific to virtual law offices and potential ways to mitigate such risks
  • “How-tos” of virtual law office operation, including tools, techniques, and case studies

Gregory J. Banchy, Michael F. Brennan

Back to Top
Session 12
Business School for Lawyers

Taking Office 365 to the Next Level with SharePoint, Lync and OneNote

Most firms purchase Office 365 for hosted Exchange Server and the Office Suite but Office 365 includes some other very useful tools. Learn how to get the most of your Office 365 subscription by taking advantage of three of those tools - SharePoint, Lync and OneNote.

Jeremy T. Cherny, Josh Van Den Wildenburg

Back to Top

Quality of Life/Ethics

Track Chairs: Paul F. Angel and J. David Krekeler

Session 2
Business School for Lawyers

Dealing with Difficult People: Difficult Clients (Yours and Theirs), Difficult Attorneys, and Difficult Others - Part I

"Personality" is a collection of behavior patterns that are persistent enough to call traits. Difficult people demonstrate problematic traits that create drama and cause conflict with others. In this session, we explore the most common problematic traits and strategies for managing them in order to achieve the best outcomes for clients.

  • What is personality?
  • What are problematic personalities?
  • Recognizing problematic personalities - what they all have in common
  • Managing problematic personalities

Dr. Kenneth H. Waldron

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Session 3
Business School for Lawyers

Dealing with Difficult People: 5 Fact Scenarios/Hypotheticals - Part II

In second part of this program, the panel will discuss five different fact patterns to apply these new strategies for dealing with difficult attorneys, clients, opposing parties or other professionals. Also examined will be the possible impact of the Rules of Professional Responsibility when faced with problematic personalities in everyday practice.

Moderator: Kristine A. Snow
Panelists: Eric L. Andrews, Lisa L. Derr, Aviva M. Kaiser, Dr. Kenneth H. Waldron

Back to Top
Session 5
Business School for Lawyers

What to Do When the Office of Lawyer Regulation Calls

A complaint can and likely will be filed against you at some point in your career. How you handle that complaint can be critical. Learn how to protect yourself by understanding the roles and goals of the parties involved in the process. This sessiofn will provide you with do's and don'ts for handling that initial phone call or letter. If nothing else, you should sleep better knowing you are better prepared. What should your first response be to an OLR inquiry?

  • How to handle that initial contact
  • Hear from OLR just what they are looking for
  • What happens next if the inquiry continues?
  • Tips from an attorney doing defense work before OLR

Moderator: J. David Krekeler
Panelists: Dean R. Dietrich, Alice O'Mahar, Thomas W. Shellander

Back to Top
Session 7
Business School for Lawyers

Beyond the Practice of Law: Don't Lose Sight of Happiness

The legal profession can be a stressful job. Demanding clients, looming deadlines, and long hours can lead to unhappiness. This session will explore how lawyers can keep stress at bay. Whether it is learning an instrument, exercising, laughing, or maybe just using the advice that we give to clients, the panelists will discuss what they have done to not lose sight of happiness.

  • What can lawyers do to reduce the stress of their job?
  • What day-to-day activities help you stay happy?
  • How can you keep a health work/life balance?

Moderator: Zachary Kluck
Panelists: John G. Walsh, Latrice M. Milton, Tonya Vachirasomboon

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Session 8

At Wit's End: Representing Clients with Disorders of Thought, Reasoning, Memory, and Emotion - Part I

This session will address the ways in which client mental illness, suicidality, substance abuse, or dementia may create difficulties for the attorney. Participants will assess the implications of SCR 20:1.14 as it applies to clients with problems that may compromise their ability to participate in legal representation.

  • Participants will examine case examples from both a clinical and an ethical standpoint.
  • Participants will discriminate among different types of cognitive impairments, and evaluate the implications of these impairments on client decision-making capability.
  • Participants will examine the impact of major depression and other psychological disorders on ability to respond in a timely and appropriate manner to attorney and court communications.

Dr. Patricia Bromley, Timothy J. Pierce

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Session 9

At Wit's End: Representing Clients with Disorders of Thought, Reasoning, Memory, and Emotion - Part II (continued)

Dr. Patricia Bromley, Timothy J. Pierce

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Session 11

What Starbucks Teaches Us About Attracting Clients - The Ethical Way

Starbucks, TOMS Shoes, and a host of other companies have introduced a new, socially conscious philosophy to the business world. The primary difference is that they're all about being selfless, with a purpose. This paradigm can be applied to the world of lawyering as well. Learn how successful business development in the law can be achieved through this customer-centric approach (or client-centric, in our case) - we'll talk about how being guided by a sense of ethics can provide financial rewards.

Stuart I. Teicher

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Session 12

Real Life Ethics in Property Disputes

Attorneys working with non-represented parties in real estate transactions face many ethical challenges. Learn what your responsibility is to clients and third parties resulting from information about title, boundaries, encumbrances, and deed restrictions.

  • Lean basic ethical issues arising when lawyers work with non-lawyers in transactions
  • Get tips for handling the roles played by various professionals in real estate matters
  • Understand how the Rules of Professional Conduct apply to fact situations that arise in practice

Mark Hazelbaker

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