2015 WSSFC

Schedule 15.5 CLE / 8.5 EPR

Thursday, October 22

9:00 - 10:00 a.m. Pre-conference Session 1: The Future of Networking and Mentorship in Wisconsin (0.0 CLE)
10:15 - 10:45 a.m. Pre-conference Session 2: SOS! How to Manage Law School Debt (0.5 CLE)
10:45 - 11:15 a.m. Pre-conference Session 3: If I Knew Then What I Know Now... (0.5 CLE)
11:15 a.m. - 12:15 p.m. Pre-conference Session 4: Advertising/Social Media Ethics and Malpractice Risks (1.0 CLE/EPR)
12:00 p.m. Conference Registration and Legal Expo Opens
Session 1
12:45 - 2:00 p.m.
OPENING PLENARY: Golden Nuggets of Communications (1.5 CLE)
2:00 - 2:30 p.m. Refreshment Break: Visit the Legal Expo and get your passport signed to be entered to win great prizes!
Session 2
2:30 - 3:20 p.m.
Substantive
Track Sponsored by Laufenberg, Jassak, & Laufenberg S.C.
Working with Indian Tribes
(1.0 CLE)
Practice Management
Track 
 
Be THAT Lawyer: How Adopting One Small Niche Can Lead to One Giant Leap for Your Law Practice
(1.0 CLE)
Technology
Track Sponsored by Bakke Norman S.C.
 
What Gear Do I REALLY Need for My Office?
(1.0 CLE)
Quality of Life / Ethics
Track 
 
Phasing in to Law Practice
(1.0 CLE / EPR)
3:20 - 4:00 p.m. Refreshment Break: Visit the Legal Expo and get your passport signed to be entered to win great prizes!
Session 3
4:00 - 4:50 p.m.
Substantive
Dodging Bullets in a Real Estate Transaction
(1.0 CLE)
Practice Management
Using Teaching-Based Marketing to Grow Your Practice
(0.0 CLE)
Technology
Mandatory eFiling - Are You Ready?
(1.0 CLE)
Quality of Life / Ethics
Innovations in Law
(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. (Dinner on your own.)

Friday, October 23

7:45 a.m. - 3:00 p.m. Legal Expo is Open: Today is your last chance to meet with companies that can help your practice.
7:45 a.m. - 8:30 a.m. Registration and Deluxe Continental Breakfast compliments of Hupy and Abraham, S.C.
Session 4
8:30 - 10:00 a.m.
PLENARY: The Future of the Solo Practice (1.5 CLE)
10:00 - 10:30 a.m. Refreshment Break: Visit the Legal Expo and get your passport signed to be entered to win great prizes!
Session 5
10:30 - 11:20 a.m.
Substantive
Track Sponsored by Laufenberg, Jassak, & Laufenberg S.C.
Wisconsin Divorce Kit
(1.0 CLE)
Practice Management
Track 
 
Creating a Firm Marketing Plan and Sticking to It
(0.0 CLE)
Technology
Track Sponsored by Bakke Norman S.C.
 
Yes, Virginia, You Can Use a Mac In Your Practice....
(1.0 CLE)
Quality of Life / Ethics
Track 
 
Lawyers on the Move
(1.0 CLE / EPR)
Session 6
11:20 a.m. - 1:15 p.m.
Networking Lunch and Lederer Award (0.0 CLE)
1:15 - 1:30 p.m. Refreshment Break: Last chance to visit the Legal Expo and get your Passport to Prizes signed to be entered to win great prizes!
Session 7
1:30 - 2:20 p.m.
Substantive
Hot Topics in Elder Law after the Budget Bill
(1.0 CLE)
Practice Management
Law Firm Reporting
(1.0 CLE)
Technology
Windows 10: Is It the Best Windows Yet?
(1.0 CLE)
Quality of Life / Ethics
Everything You Wanted to Know About OLR But Were Afraid to Ask
(1.0 CLE)
2:20 - 2:50 p.m. Refreshment Break: Visit the Legal Expo and see if you won!
Session 8
2:50 - 3:40 p.m.
Substantive
Can Work For Beer: Starting a Brewery in Wisconsin
(1.0 CLE)
Practice Management
Time Management Tips
(1.0 CLE)
Technology
Cybersecurity and SCR 20 Rules of Professional Conduct
(1.0 CLE)
Quality of Life / Ethics
21 Tips and Tricks to be a Good Lawyer and Maintain Work/Life Balance
(1.0 CLE / EPR)
Session 9
3:50 - 4:40 p.m.
Substantive
Estate Planning for Digital Assets
(1.0 CLE)
Practice Management
Hiring and Onboarding: Get the Right People in the Right Seats on Your Bus
(1.0 CLE)
Technology
Building the Client-Centered Website: What You Need to Know (and Do) to Turn Your Website into a Client Development Machine
(0.0 CLE)
Quality of Life / Ethics
It's Pretty Nice Out Here: Practicing Law in Small Towns and Rural Communities
(1.0 CLE)
5:15 - 7:30 p.m. Hospitality Suite: Enjoy wine and refreshments compliments of Krekeler Strother S.C. and Smith Keane LLP. (Dinner on your own.)

Saturday, October 24

Session 10
7:30 a.m. - 8:20 a.m.
Plenary: Gizmos, Gadgets, and Widgets (1.0 CLE)
Session 11
8:30 - 9:20 a.m.
Substantive
Track Sponsored by Laufenberg, Jassak, & Laufenberg S.C.
Don't Step In It! Premises Liability Law in Wisconsin: What to Look Out for Including the Statute of Repose, Safe Place Law, and Recreational Immunity
(1.0 CLE)
Practice Management
Track 
 
How to Spot an "A" Client and Avoid an "F" Client
(1.0 CLE)
Technology
Track Sponsored by Bakke Norman S.C.
 
So, You Want To . . . : Tech-Based Solutions to Common Practice Needs
(1.0 CLE)
Quality of Life / Ethics
Track 
 
Phasing out of Law Practice
(1.0 CLE / EPR)
9:20 - 9:50 a.m. Break / Hotel check-out
Session 12
9:50 - 10:40 a.m.
Substantive
Traffic Law Basics: A Ticket Is Not Always Just a Ticket
(1.0 CLE)
Practice Management
Run Your Business, Don’t Let It Run You
(0.0 CLE)
Technology
50 Tips in 50 Minutes
(1.0 CLE)
Quality of Life / Ethics
Cinema and Ethics: What Can We Learn From Hollywood?
(1.0 CLE / EPR)
Session 13
10:50 a.m. - 12:05 p.m.
CLOSING PLENARY: Ethics Game Show (1.5 CLE / EPR)
12:05 p.m. Conference Concludes

 

About the Programs

Pre-conference 1 Thursday, 9:00 - 10:00 a.m.

Pre-conference Session 1: The Future of Networking and Mentorship in Wisconsin
0.0 CLE

Moderator: Jonathan A. Gruhl, Gruhl Law Firm LLC, Milwaukee

Forrest J. Crawford, UW Law & Entrepreneurship Clinic, Madison

Jeffrey M. Glazer, UW Law & Entrepreneurship Clinic, Madison

Annette Ashley, State Bar of Wisconsin

Gain a new perspective on networking and mentoring. Learn the current state of mentorship for attorneys in Wisconsin and hear about a new pilot project that is being pushed forward by the State Bar. We’ll also discuss tips and ideas for effective networking.

What you will learn:

  • Learn how to find and nurture a mentorship network
  • Learn how to effectively network to enhance your career

Skill level: For new attorneys and those wishing to change practice areas.

Pre-conference 2 Thursday, 10:15 - 10:45 a.m.

Pre-conference Session 2: SOS! How to Manage Law School Debt
0.5 CLE

Laurie A. Bigsby, Horizons Law Group LLC, Brookfield

Are student loans threatening to leave you homeless? Is your loan eligible for an administrative discharge? Or can you get a job that qualifies you for student loan forgiveness? Get definitions for the terms “deferment” and “forbearance” and learn about repayment options that may make payments possible, but may also have long-term implications.

What you will learn:

  • Learn definitions of key terms related to student loans
  • Get information about various payment plans including how to cure a loan in default
  • Know the requirements for student loan forgiveness

Skill level: For all attorneys with student loan questions.

Pre-conference 3 Thursday, 10:45 - 11:15 a.m.

Pre-conference Session 3: If I Knew Then What I Know Now...
0.5 CLE

Moderator: Mark B. Hazelbaker, Kasieta Legal Group LLC, Madison

John B. Kiel, Law Office of John B Kiel LLC, Salem

Christopher T. Van Wagner, Christopher T. Van Wagner S.C., Madison

Travis James West, Pia Anderson Dorius Reynard & Moss, Milwaukee

With several decades of experience in litigation and business law, the speakers have learned how to interact with courts, business persons, government officials, agencies, and regulators. Each will offer a few common sense tips on how to prepare information to present it effectively; diplomacy and its limits; courtesy with co-counsel and fellow professionals; wise use of support staff; understanding how to communicate with clients; and, keeping on top of the practice while managing a small business.

Skill level: For attorneys of all skill levels.

Pre-conference 4 Thursday, 11:15 a.m. - 12:15 p.m.

Pre-conference Session 4: Advertising/Social Media Ethics and Malpractice Risks
1.0 CLE / EPR

Aviva M. Kaiser, State Bar of Wisconsin, Madison

Thomas J. Watson, Wisconsin Lawyers Mutual Insurance Co., Madison

This session will focus on ethics related to advertising a law firm and promoting yourself and your firm using social media. We’ll discuss the benefits and potential pitfalls of using social media, including a look at the malpractice risks of using social media, websites, blogging, and other ways to communicate with clients and potential clients.

Skill level: For attorneys of all skill levels.

Session 1 Thursday, 12:45 - 2:00 p.m.

Opening Plenary: Golden Nuggets of Communications
1.5 CLE

Nancy J. Friedman, Telephone Doctor Customer Service Training, New York, NY

Proper client communication is the lifeblood of any practice and as a lawyer there are specific rules you need to follow. In this session, Nancy Friedman, an expert on sales, customer service, and communication skills, brings us her special program, Golden Nuggets of Communications. A bare bones, bottom line lady with a flair for humor and fun, this session will get you thinking as Nancy shares how to handle the challenges you face in your practice and your life with grace, style and humor. This will be a common sense program on interactions with others that just might help you avoid an OLR complaint. Missouri SOLO conference loved her. You will too.

Skill level: For attorneys of all skill levels.

Session 2 Thursday, 2:30 - 3:20 p.m.

Working with Indian Tribes
1.0 CLE

Sara M. Drescher, Forest County Potawatomi Community, Milwaukee

Understand the practical implications of working with Wisconsin Indian Tribes. You’ll address issues of Tribal sovereignty, contracts with Tribes, and activities on Tribal lands.

What you will learn:

  • Help your clients understand how working with Tribes is different than working with other entities
  • Help your clients understand the fundamental importance of Tribal Sovereignty
  • Help your clients understand the importance of Tribes in Wisconsin

Skill level: This session is appropriate for attorneys with little to no experience working with Indian Tribes.

Be THAT Lawyer: How Adopting One Small Niche Can Lead to One Giant Leap for Your Law Practice
1.0 CLE

Carolyn Elefant, The Law Offices of Carolyn Elefant, Washington, D.C.

How can establishing a niche practice help you stand out from the competition? By identifying a unique practice area, and mastering the skills to handle it, clients will come to you. Niche practice areas immunize you from competition from do-it-yourself sites like Legal Zoom, which address more general legal matters, and it makes you memorable to colleagues and contacts, who will remember and refer cases to you in your unique practice area.

What you will learn:

  • How to identify today’s hottest niche practices, ways to identify potential niche areas, and how to master the skills needed to excel
  • Learn to assess potential client interest in niche markets and how to market your niche practice to your target audience ethically and affordably
  • Understand the value of connecting with non-lawyers who handle matters related to your niche and how to ethically obtain referrals or collaborate on projects

Skill level: For attorneys of all skill levels

What Gear Do I REALLY Need for My Office?
1.0 CLE

Moderator: Nerino J. Petro, Holmstrom & Kennedy PC, Rockford, IL

Michael F. Brennan, The Virtual Attorney, Grayslake

Scott Granicki, AF Technical Resources, Milwaukee

Johanna R. Kirk, Kirk Law Office LLC, Superior

Zeshan Usman, Usman Law Firm LLC, Madison

Thinking about opening your own office or looking to upgrade your old technology? Discover what you need to know in terms of technology to get started and what will make your life easier. Learn from our panel of practitioners and consultants what they did when they struck out on their own and what made their 'must have', 'nice to have', and 'don't need' lists. Get ready for a discussion based on real life experience in the world of legal technology and the software to consider in your practice.

What you will learn:

  • What equipment should you have before opening?
  • What software systems and programs do you need and what can you hold off on?
  • What software will increase your efficiency and effectiveness the most?

Skill level: For attorneys of all skill levels.

Phasing in to Law Practice
1.0 CLE / EPR

Moderator: Aviva M. Kaiser, State Bar of Wisconsin, Madison

Ruthann L. Koch, Schmiege & Graff Law Office Ltd., Medford

Angela J. Olson, Angela Olson Law LLC, Hudson

Benjamin R. Wood, Wood Law Firm LLC, Fennimore

Learn the ethical concerns for new lawyers including starting a new law firm, creating a website, building a book of business, using social media, and practicing after an extended absence. Watch lawyers role-play attempts to break in to law practice, including how to respond to client questions about representation and hiring you. Ethics counsel will help you learn what you can and cannot do, followed by a panel discussion of new lawyers discussing what works and what does not.

What you will learn:

  • The importance of saying yes
  • Getting out of your comfort zone

Skill level: For new lawyers

Session 3 Thursday, 4:00 - 4:50 p.m.

Dodging Bullets in a Real Estate Transaction
1.0 CLE

Sara B. Andrew, Andrew Law Offices S.C., Fond Du Lac

Carol E. Krigbaum, Krigbaum Law LLC, Milwaukee

One misstep in a real estate transaction can land everyone in the weeds (read: expensive litigation). It may not be possible to know it all, but at this session you will understand many pitfalls you might encounter in a real estate transaction and learn ways to avoid them. This will be a fast paced bullet point presentation with tips and tricks to avoid missteps.

What you will learn:

  • Avoid common missteps at each step in a residential real estate transaction
  • Customize the offer to purchase to your client's needs
  • Get the benefit of the bargain for your client
  • Know your market

Skill level: For attorneys of all skill levels.

Using Teaching-Based Marketing to Grow Your Practice
0.0 CLE

Spencer X. Smith, Spencer X. Smith Consulting, Waunakee

The Internet has changed the legal industry dramatically. Clients now turn to the Internet when they first encounter a legal problem. How can you take advantage of this change and become the resource they turn to with their legal questions? Look to the website you already have to be a tool to grow your law practice.

What you will learn:

  • Learn how to showcase your expertise without spending money
  • Know how to write concise and relevant articles that will help you stand out online
  • Get one search engine optimization method to use regardless of your specialty area

Skill level: For attorneys of all skill levels

Mandatory eFiling - Are You Ready?
1.0 CLE

Jean Bousquet, Wisconsin Court System, Consolidated Court Automation Programs, Madison

Andrea M. Olson, Wisconsin Court System, Consolidated Court Automation Programs, Madison

Mandatory Electronic Filing is a question of when, not if. Electronic filing in the Wisconsin Circuit Courts is currently available for Civil, Family, and Small Claims cases in nearly half of Wisconsin’s counties. Learn about the benefits of eFiling for attorneys such as allowing you to file documents outside of regular business hours or how to view the entire court case file from any computer.

What you will learn:

  • How to reduce staff time storing and locating paper files
  • How to reduce costs for storage, packaging, and courier services
  • How eFiling can make you more efficient and productive

Skill level: For attorneys of all skill levels.

Innovations in Law
1.0 CLE / EPR

Moderator: Dean R. Dietrich, Ruder Ware LLSC, Wausau

David P. Leibowitz, Law Offices of David P. Leibowitz LLC, Waukegan, IL

Timothy J. Pierce, State Bar of Wisconsin, Madison

Thomas G. Schober, Schober Schober & Mitchell S.C., Oconomowoc

So you’ve opened your firm and maybe even begun to create a market niche for yourself. Learn the ethics of referrals, working with non-lawyers and ancillaries, incorporating Legal Zoom, working for out-of-state law firms, being hired “of counsel”, and doing contract work. We’ll discuss fee agreements and leveraging limited scope agreements. Get tips and tricks for writing engagement letters that keep you out of trouble and still give your clients a unique legal service.

What you will learn:

  • Learn the pros and cons of a remote office for a week or even months.
  • Do's and don'ts for engagement agreements
  • Unauthorized practice of law issues in multi-state practices
  • How to use technology to bridge long distances
  • The truth about engagement letters that we have all been waiting for
  • Risks of contract work and "of counsel" work

Skill level: For new and entrepreneurial lawyers

Session 4 Friday, 8:30 - 10:00 a.m.

Plenary: The Future of the Solo Practice
1.5 CLE

Carolyn Elefant, The Law Offices of Carolyn Elefant, Washington, D.C.

The practice of law isn’t immune from change. Technology has sparked changes in the practice of law as much as other industries. From mobile technology, a distributed work force, and cloud-based practice management, to document automation and big data, solo and small law firms can avail themselves of powerful tools to serve clients. This session will focus on how you must take advantage of emerging technology to remain competitive, and how to legally and ethically incorporate these new changes in your practice to effectively serve and protect your clients.

What you will learn:

  • Why professional ethics are just one of five sources of authorities that you must understand to navigate the future
  • How client expectations are changing and how you can accommodate them
  • What systemic changes are need to ensure that your practice survives and thrives in the future

Skill level: For attorneys of all skill levels.

Session 5 Friday, 10:30 - 11:20 a.m.

Wisconsin Divorce Kit
1.0 CLE

Katharine A. Neugent, Burbach & Stansbury S.C., Milwaukee

Sarah C. Whiting, Burbach & Stansbury S.C., Milwaukee

Gain a greater understanding of the process of divorce in Wisconsin, from scheduling the initial consultation with a potential client to drafting the closing letter after the divorce is finalized. You’ll receive suggestions and tools that you can use to gather necessary information, prepare your client for negotiations, maintain client expectations, address the emotional component of the process, and promote final resolution. You’ll also gain an overview of family law in Wisconsin throughout the presentation.

What you will learn:

  • Understand the divorce process options including; litigation, collaborative law, and mediation
  • Know the pros and cons of filing for a temporary hearing
  • Get tips to share with clients of do’s and don’ts during the process
  • What are the custody and placement trends in Wisconsin?

Skill level: For attorneys with little to no experience in divorce law

Creating a Firm Marketing Plan and Sticking to It
0.0 CLE

Jeffrey S. Krause, Solfecta, Waterford

Everyone wants more clients but there are so many ways to market today. Which ones are best for you? Learn to create a marketing plan based on what you do best, measure its effectiveness, make smart adjustments, and put your marketing on the fast track.

What you will learn:

  • Evaluate the available options for marketing your practice
  • Create an actionable plan based on your own skills
  • How to measure and adjust your plan once implemented

Skill level: For attorneys of all skill levels.

Yes, Virginia, You Can Use a Mac In Your Practice....
1.0 CLE

Priya Barnes, Atty Barnes LLC, Pewaukee

James E. Lowe, Jr., Law Office of James Lowe, New Berlin

Tison H. Rhine, State Bar of Wisconsin, Madison

Are you one of those attorneys who wonder what life without Windows would be like? Do you look at Mac users and covet their MacBooks? If you’re wondering if you can use a Mac to run your law office, then you need to attend this session. Our panelists, Wisconsin lawyers who utilize Macs in their practices, will talk about the factors that convinced them to use Macs, including the financial and practical considerations such as legal software and services that are available.

What you will learn:

  • How Macs can increase workflow and organization
  • The challenges to collaboration, document production and data access
  • How to overcome any obstacles for ease of use

Skill level: For attorneys of all skill levels.

Lawyers on the Move
1.0 CLE / EPR

Moderator: J. David Krekeler, Krekeler Strother S.C., Madison

Michael J. Olds, Kopp McKichan LLP, Platteville

Are you the leave-or or the leave-ee? When lawyers move from firm to firm, they trigger a host of ethical, practical, and financial challenges. Learn how to prepare your firm, and yourself, for the inevitable changes that will come.

What you will learn:

  • The ethics of succession and disaster planning
  • How to make lateral transfer to new firms
  • How to absorb new lawyers into existing firms

Skill level: For transitioning lawyers.

Session 6 Friday, 11:20 a.m. - 1:15 p.m.

Networking Lunch and Lederer Award
0.0 CLE

Be inspired by the John Lederer Solo and Small Firm Service Award, followed by one of the best networking opportunities at WSSFC.

Session 7 Friday, 1:30 - 2:20 p.m.

Hot Topics in Elder Law after the Budget Bill
1.0 CLE

Margaret W. Hickey, Becker, Hickey & Poster S.C., Milwaukee

Heather B. Poster, Becker, Hickey & Poster S.C., Milwaukee

Join Margaret Hickey and Heather Poster to discuss changes to promissory notes, Family Care, IRIS and other elder law issues affected by the Budget Bill.

What you will learn:

  • Will promissory notes still be effective planning devices after the Budget Bill?
  • Will the IRIS program exist for those who wish to self-direct care after the Budget Bill?
  • What will happen to the Family Care program, including expansion to other counties and restriction of benefits after the Budget Bill?

Skill level: For attorneys of all skill levels.

Law Firm Reporting
1.0 CLE

Lori Kannenberg Dorn, Stafford Rosenbaum LLP, Madison

Katrina L. Jasaitis, Solfecta, Waterford

Understanding what is happening inside your firm is critical to your overall success. But how do you identify the areas where you are excelling and what areas you need to focus on improving? At this session you will learn what reports every firm, regardless of size, should be running to make solid, data-driven decisions that will make a difference in how you run your firm and your bottom line.

What you will learn:

  • What are the most critical reports you need to be running?
  • How do you read them?
  • What are they telling you?

Skill level: For attorneys of all skill levels.

Windows 10: Is It the Best Windows Yet?
1.0 CLE

Nerino J. Petro, Holmstrom & Kennedy PC, Rockford, IL

Bryan M. Sims, Sims Law Firm Ltd., Naperville, IL

Microsoft has a hit or miss record when it comes to its namesake operating system. Windows 7 was a huge success while Windows 8 wasn’t. Microsoft is rolling out Windows 10 as the replacement for Windows 8.1 in 2015. What does this mean for you? Should you upgrade?

What you will learn:

  • The new features in Windows 10
  • What hardware you need to upgrade
  • The costs/benefits of upgrading

Skill level: For all attorneys who use Windows OS

Everything You Wanted to Know About OLR But Were Afraid to Ask
1.0 CLE

Alice A. O'Mahar, Office of Lawyer Regulation, Madison

The view from the other side of an OLR call. Hear from one of the main intake investigators from the OLR.

What you will learn:

  • Take the panic out of receiving a phone call from the Office of Lawyer Regulation
  • Get tips on how to respond in the event you receive a complaint

Skill level: For attorneys of all skill levels.

Session 8 Friday, 2:50 - 3:40 p.m.

Can Work For Beer: Starting a Brewery in Wisconsin
1.0 CLE

Jeffrey M. Glazer, UW Law & Entrepreneurship Clinic, Madison

Over the last few years breweries have been proliferating across the state. Breweries are highly regulated and subject to very specific laws and regulations. This session will cover the important aspect of representing breweries.

What you will learn:

  • What is the three-tier system and how does it work?
  • Brands are the most important asset a brewery owns.
  • Negotiating with distributors is both easy and hard.

Skill level: For attorneys with little or no experience in microbrewery law

Time Management Tips
1.0 CLE

Christopher G. Carman, ActionCOACH, Elm Grove

Carolyn Elefant, The Law Offices of Carolyn Elefant, Washington, D.C.

Jeffrey S. Krause, Solfecta, Waterford

Every year the number one complaint to the OLR is lack of communication. Free up time to communicate with an hour packed with useful tips on human resources, technology, finance, customer service, marketing, and policies and procedures. This rapid fire series of quick tips from our all-star panel is sure to have something for everyone.

What you will learn:

  • How to stay on top of your tasks and get things done
  • How to spend your time where it matters most
  • How to reduce your stress, eliminate rework, and have more free-time

Skill level: For attorneys of all skill levels.

Cybersecurity and SCR 20 Rules of Professional Conduct
1.0 CLE

Moderator: Terrence L. Dunst, Bakke Norman S.C., Menomonie and New Richmond, WI

William G. (Sandy) Hauserman, Digital Risk Resources, Danville, Vermont

Aviva M. Kaiser, State Bar of Wisconsin, Madison

Computer and Internet use is now ubiquitous in the practice of law. Today, it is almost impossible to practice law without computer technology, but the pace of technological change can be overwhelming. Along with computers comes the Internet, cloud computing, and new risks. What do the Rules of Professional Conduct for Attorneys require of us?

What you will learn:

  • How to protect the confidentiality of client data
  • How to provide competent legal representation
  • How to choose technology that will minimize risk

Skill level: For attorneys of all skill levels.

21 Tips and Tricks to be a Good Lawyer and Maintain Work/Life Balance
1.0 CLE

Richard L. Binder, Rohde Dales LLP, Sheboygan

Looking for ways to be the best you can be? Not all aspects of lawyering are covered in books, seminars, or law school. Come learn what lawyers should expect from each other, the do’s and don’ts of a lawyer-court relationship, and what wellness means to a lawyer.

What you will learn:

  • How to be open to your needs and set boundaries
  • Ways to commit to being happier at work and an asset to the profession
  • Tips to break habits that can get you and your clients into trouble

Skill level: For attorneys of all skill levels.

Session 9 Friday, 3:50 - 4:40 p.m.

Estate Planning for Digital Assets
1.0 CLE

Mark J. Andres, J Peterman Legal Group Ltd., Brookfield

Ever wonder what to do with digital assets in your client’s estate planning? This session will help you to understand how to identify digital assets and the common issues encountered with digital asset management and administration. You will learn the current legal framework you need to address digital assets, as well as strategies for planning, drafting, and estate administration.

What you will learn:

  • How to inventory digital assets
  • How to assign value to digital assets
  • How to provide access to digital assets
  • How to provide instruction and authority to heirs

Skill level: For attorneys with little to no experience in planning for digital assets

Hiring and Onboarding: Get the Right People in the Right Seats on Your Bus
1.0 CLE

Christopher G. Carman, ActionCOACH, Elm Grove

Sarah L. Ruffi, Ruffi Law Offices S.C., Wausau

Are you struggling with how to recruit and retain the best staff? When faced with a list of candidates do you always seem to choose the wrong one? Our presenters will show you a hiring process that helps the wrong job seekers deselect themselves and makes the best candidates part of your well-oiled law firm machine.

What you will learn:

  • How to design your hiring process to save you time and improve your results
  • How to effectively evaluate employees before they hit your payroll
  • How to keep the employees who really make your practice profitable

Skill level: For attorneys of all skill levels.

Building the Client-Centered Website: What You Need to Know (and Do) to Turn Your Website into a Client Development Machine
0.0 CLE

Jeff Lantz, Jeff Lantz Esquire Interactive, Tucson, AZ

You’ve had a website for years, but it doesn’t seem to be working well for new client development, and you don’t know why. This presentation is designed to give you the tools and information that you need today to change your website into a client development machine – as soon as tomorrow. Come prepared to take notes!

What you will learn:

  • Learn how to avoid the deadly sins of bad website development that turn potential clients away
  • Learn tips to develop and present the key information that your prospective clients are seeking
  • Know the fundamentals of the Client-Centered Website
  • Know what website practices you need to implement right now to succeed

Skill level: For attorneys of all skill levels.

It’s Pretty Nice Out Here: Practicing Law in Small Towns and Rural Communities
1.0 CLE

Moderator: Aiden Tharp, O'Flaherty Heim Egan & Birnbaum Ltd., LaCrosse

Lisa J. Brouillette, Brouillette & Brouillette, Florence

Jenna L. Gill, Russell Law Offices S.C., Darlington

Courtney L. Graff, Schmiege & Graff Law Office Ltd., Medford

Hear about attorney life on the frontier. Join a meet and greet discussion to see if rural and small town practice is right for you. For any lawyer in, or considering, a rural or small town practice.

What you will learn:

  • Understand the unique challenges of practicing in a rural or small town setting
  • Hear the often overlooked benefits of practicing in these settings
  • Discover the rewards that these locations deliver

Skill level: For attorneys of all skill levels.

Session 10 Saturday, 7:30 - 8:20 a.m.

Plenary: Gizmos, Gadgets, & Widgets
1.0 CLE

Nerino J. Petro, Holmstrom & Kennedy PC, Rockford, IL

Bryan M. Sims, Sims Law Firm Ltd., Naperville, IL

Your conference favorite is back! Nerino Petro and Bryan Sims will give you a fast-paced look at the lighter side of technology, including tips and overviews of the gizmos, gadgets, and widgets that are useful or just downright fun for your practice and your life! You need to have breakfast anyways since we all know it is the most important meal of the day!

Skill level: For attorneys of all skill levels (and their spouses).

Session 11 Saturday, 8:30 - 9:20 a.m.

Don't Step In It! Premises Liability Law in Wisconsin: What to Look Out for Including the Statute of Repose, Safe Place Law, and Recreational Immunity
1.0 CLE

Jonathan P. Groth, Groth Law Firm S.C., Brookfield

What’s "new" with premises liability law in Wisconsin? Be ready to discuss your cases and hear about fact specific examples of wins and losses involving premise liability law.

What you will learn:

  • At intake, what questions should you ask to know whether there is or is not a case?
  • Within a few weeks after intake you should be able to tell the client whether you can or cannot prevail
  • Should you get an expert to get past the Statute of Repose?
  • Let's discuss how "safe" is "safe" using the "Safe Place Statute"

Skill level: For attorneys with some experience in premises liability

How to Spot an "A" Client and Avoid an "F" Client
1.0 CLE

Sarah L. Ruffi, Ruffi Law Offices S.C., Wausau

There are great clients and there not so great clients. Wouldn’t it be nice to only work with the great ones? Attend this session to learn how to tell them apart before it’s too late.

What you will learn:

  • How to attract clients who will come find you
  • How to build a reputation that will be your most effective marketing tool
  • How to communicate the core aspects of your business and ask for referrals

Skill level: For attorneys of all skill levels.

So, You Want To . . . : Tech-Based Solutions to Common Practice Needs
1.0 CLE

Tison H. Rhine, State Bar of Wisconsin, Madison

Learn practical tech solutions for common law practice needs in a rapid-fire, yet organized fashion. By centering the conversation on individual law practice tasks and needs, you will be able to easily take notes, compare current tech offerings, and take actionable ideas home to your practice.

What you will learn:

  • Learn what software, hardware, mobile apps, gadgets, websites, shortcuts, and other tech items and solutions are currently available
  • Know how tech items and solutions can help with specific law practice needs
  • Understand why specific law practice technology needs are important to the competent practice of law
  • Get tips on pricing and comparison information

Skill level: For attorneys of all skill levels.

Phasing out of Law Practice
1.0 CLE / EPR

Moderator: Thomas J. Watson, Wisconsin Lawyers Mutual Insurance Co., Madison

Gary L. Bakke, Bakke Norman S.C., New Richmond

Edward A. Hannan, Hannan Legal LLC, Waukesha

Daniel D. Hannula, Hannula Halom S.C., Superior

Whether you want to take a break, fade into the sunset, or die at your desk, lawyers need to be prepared for the inevitable day when they get out of the practice of law. Learn the ethics of unplugging for a few hours, a few years, or for the next chapter of your life.

What you will learn:

  • What are the obligations regulating exit by sale or closure of a law practice?
  • What must a sole practitioner do to mitigate harm to clients in the event of death or disability?

Skill level: For transitioning and senior lawyers

Session 12 Saturday, 9:50 - 10:40 a.m.

Traffic Law Basics: A Ticket Is Not Always Just a Ticket
1.0 CLE

Michael C. Witt, Criminal Defense & Civil Litigation LLC, Jefferson

Learn about traffic law basics including intake screening to identify goals and collateral consequences, forms and other resources, and practice tips.

Skill level: For all attorneys.

Run Your Business, Don’t Let It Run You
0.0 CLE

Dwight J. Ruffi, Ruffi Law Offices S.C., Wausau

Do you ever feel like you own a job rather than a business? Does your business run you and every aspect of your life, including your family? This session will help you create a business that works for you rather than against you. Wouldn’t you rather feel good about going to work every day?

What you will learn:

  • How to get more of what you like and eliminate what you don’t
  • How to change your thinking to get the job you wish you had
  • How to work smarter, not harder

Skill level: For attorneys of all skill levels.

50 Tips in 50 Minutes
1.0 CLE

Jeffrey S. Krause, Solfecta LLC, Waterford

Jeff Lantz, Jeff Lantz Esquire Interactive, Tucson, AZ

Nerino J. Petro, Holmstrom & Kennedy PC, Rockford, IL

Tison H. Rhine, State Bar of Wisconsin, Madison

Bryan M. Sims, Sims Law Firm Ltd., Naperville, IL

What's the best way to wind-up your Tech Track at WSSFC? Buckle up and get ready for a fun, exciting, and fast-paced presentation. You’ll hear about dozens of practical tips and tricks for getting things done better, faster, and maybe even cheaper. Our expert panelists will share their knowledge and give tips that you can put into practice in your office!

What you will learn:

  • How to save time and effort
  • How to wow and amaze your friends and family
  • What to add to your birthday wish list

Cinema and Ethics: What Can We Learn From Hollywood?
1.0 CLE / EPR

Carl R. Edenhofer Jr., Edenhofer Law Offices S.C., Salem

Bryce A. Lehman, Edenhofer Law Offices S.C., Salem

Explore various rules of ethics via the cinema. In this interactive, entertaining, and educational session, clips from movies and/or television shows will illustrate (un) ethical conduct and the rule(s) implicated.

What you will learn:

  • See how pop culture portrays and sometimes misrepresents what is and is not ethical behavior
  • Explore the rules that these examples highlight

Skill level: For attorneys of all skill levels.

Session 13 Saturday, 10:50 a.m. - 12:05 p.m.

Closing Plenary: Ethics Game Show
1.5 CLE / EPR

Executive Producer

Aviva M. Kaiser, State Bar of Wisconsin, Madison

Host

Thomas J. Watson, Wisconsin Lawyers Mutual Insurance Co., Madison

Hollywood Squares? Jeopardy? Family Feud? Announcing the debut of the Wisconsin Solo & Small Firm Conference Ethics Game Show! Come watch your favorite Wisconsin ethics celebrities vie for top billing in this entertaining (and credit-compliant) game show. Your host, Tom Watson (WILMIC) will pose questions to the celebrity contestants, and you will have the chance to judge whether the answer is correct or the basis of an OLR complaint. Bring your phone and your Rules of Professional Conduct - the game is ON!

Skill level: For attorneys of all skill levels.

Last Modified: Wednesday August 12 2015

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General Info:
Carolyn Bennett
cbennett@wisbar.org
(800) 444-9404 ext. 6164
(608) 250-6164
 
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Karen Richter
krichter@wisbar.org
(800) 444-9404 ext. 6132
(608) 250-6132
State Bar of Wisconsin