2012 CLE Legal Super Summit Schedule

1

Look Inside…

• Earn all your CLEs in one place at one time • Schedule-at-a-glance • Over 50 courses • Speaker bios • Registration made easy, phone 866-933-5167

APRIL 24 – 26, 2012

CLE Summit media sponsor:

Company Name

REGISTRATION

Name

Name on Badge Street Address City/State/Zip

Phone

Email

Payment Information: 3-Day CLE Summit • April 24-26 • 8 a.m. - 4 p.m. • $1,395 CLE Summit Single Day Attendance • 8 a.m. - 4p.m. • $695 each Choose from: Tuesday, April 24

Wednesday, April 25

Thursday, April 26

Check enclosed and made payable to Cuyahoga Community College.

M.C.

Visa

Discover

American Express

Account Number Security Code

Expiration Date

Name on Card

Signature

Mail completed form to: Registration, Corporate College 4400 Richmond Road Warrensville Hts, OH 44128

To register by phone: 866-933-5167 For more information about the Summit go to www.corporatecollege.com/cle

Greetings Welcome to the region’s most comprehensive CLE Legal Super Summit, specifically designed to help you complete your CLE credits, and learn the latest in technology to help build and protect your practice. You can join us for one day or all three.

Hear compelling presentations from nationally known speakers, choose from over 25 GenTrack and 30 TechTrak sessions, and meet with vendors to discuss legal and technology-related products and services. All in one place, at one time.

Without a doubt, you will obtain valuable information from this Summit where speakers are all seasoned legal and technology experts.

We’re delighted to share Corporate College® with you. Come back and join us again next year.

Sincerely,

Susan Muha Susan Muha Executive Vice President Workforce and Economic Development Division/Corporate College® Cuyahoga Community College

Schedule-at-a-Glance - April 24, Day 1 8 a.m. – 4 p.m.

4

Trade Show

8 – 11:30 a.m.

GENTRAK Sessions

• Engaging Colleagues, Clients, Adversaries and Courtrooms Getting Results with Everything You Say - David C. Mann - p 10

• Winning People Over vs. Winning Over People - Ed Hatch - p 11

• The Changing Faces of Medicare and Medicaid - Amanda Buzo, Bonnie Kantor-Burman and Janet Lowder - p 12

• Conflict Management in the Arab Uprisings Colonel Philip J. Dermer - p 14 8 – 11:30 a.m.

TECHTRAK Sessions

• Marketing Your Practice Using Social Media: Best Practices Ross Fishman and Allison Shields - p 36

• Independence Day: The Virtual Practice of Law Chad Burton and Lisa Solomon - p 37

• Paperless and Paper LESS: Windows and Mac Superguides to Getting it Done - David J. Bilinsky and Ross Kodner - p 38

• Speech Recognition and Digital Dictation: PCs, Macs, iPads and Smartphones - Brett Burney and Richard Ferguson - p 39 11:30 a.m. – 12:30 p.m.

LUNCH BREAK

12:30 – 4 p.m.

GENTRAK Sessions

• Good People, Bad Choices and Life Lessons from the White House - Egil “Bud” Krogh - p 15

• Winning People Over vs. Winning Over People (con’t) Ed Hatch - p 11

• Why Employers Get Sued and Using Your Hiring Programs as Risk Avoidance Tools - Richard Hooker - p 16

• National Security Law Update: Drones, Detainees, and the Iranian Nuclear Program - Daniel G. Donovan - p 17

TECHTRAK Sessions 12:30 – 2:30 p.m. • Faceoff: Blogs, Websites, Facebook, Google+, LinkedIn, Twitter – Where to Start; Where to Focus - Ross Fishman - p 40

• New and Creative Ways to Market Your Practice from Web to Mobile and More - Dan Carbone and Allison Shields - p 41

• Security, Privacy and Ethics: Best Practices Lincoln Mead and Gwynne Monahan - p 42

• Adobe Acrobatics! - Richard Ferguson and Justin Kahn - p 43 2 :45 – 4 p.m.

• 60+ Tips in 60+ Minutes - David J. Bilinsky, Diane Ebersole and Lincoln Mead - p 44 4 – 6 p.m.

RECEPTION - The Future of Legal Services – Part One Dustin A. Cole

Schedule-at-a-Glance - April 25, Day 2 8 a.m. – 4 p.m.

5

Trade Show

8 – 11:30 a.m.

GENTRAK Sessions

• Mastering the ‘Sales’ Process for Litigators and Transactional Lawyers™ - Thomas Ball, Patricia Motto, Julie Savarino - p 18

• The New Reality of Business: The Lawyer’s Role in Transforming the Corporation - Edward S. Adams - p 20

• Power and Influence: How to Develop Business and Advance Your Career - Susan Letterman White - p 21

• Soup to Tiramisu in Real Estate Transactions Mara Cushwa and Karla Rogers - p 22

TECHTRAK Sessions 8 – 11:30 a.m.

• Tech Shopping List: What Do I Really Need to Start My Own Practice - Ellen Freedman and Ross Kodner - p 45 8 – 9:15 a.m.

• Powerul Presentations Using Persuasion and Psychology Justin Kahn and Gwynne Monahan - p 46

• Tweeting and Your Legal Blog - Jennifer Ellis and Lisa Solomon - p 47 9:30 – 10:30 a.m. • SEO for Attorneys and Law Firms - Dan Carbone - p 48 9:30 – 11:30 a.m. • Finding the Smoking Gun, eDiscovery Update - David Ries - p 49 10:30 – 11:30 a.m. • 60 iPad Apps for Lawyers - Brett Burney and Tom Lambotte - p 50 11:30 a.m. – 12:30 p.m.

LUNCH BREAK

GENTRAK Sessions 12:30 – 4 p.m.

• Mastering the ‘Sales’ Process for Litigators and Transactional Lawyers™ (con’t) - Thomas Ball, Patricia Motto, Julie Savarino - p 18

• The New Reality of Business: The Lawyer’s Role in Transforming the Corporation (con’t) - Edward S. Adams - p 20

• Allies, Influence, Power and Politics in the Office Susan Letterman White - p 23 12:30 – 2 p.m.

• Madoff Fraud: Fallout and Case Management of the Most Complex Financial Fraud Case - Tom Long and Judy Selby - p 24 2:15 – 4 p.m.

• The Business of You: Surviving and Thriving in Big Law Suzanne Drake Carle - p 25

TECHTRAK Sessions 12:30 – 4 p.m.

• Smartphones and Tablets: Android, iPhone and Blackberry Shoot-Out! - Diane Ebersole, Joe Marquette and David Ries - p 51 12:30 – 2 p.m.

• 3-2-1 You’re On! Incorporating Video Into Your Online Marketing - Jennifer Ellis and Lisa Solomon - p 52

• It’s All About Me: Making an Online Bio Pop Chad Burton and Allison Shields - p 53 2:15 – 4 p.m.

• Managing Your Practice on a Mac - David J. Bilinsky, Brett Burney and Tom Lambotte - p 54

• Collaboration and Mind Mapping Chad Burton and Gwynne Monahan - p 55 4 – 6 p.m.

RECEPTION - The Future of Legal Services - Part Two David J. Bilinsky, Jennifer Ellis, Ross Fishman and Joe Kashi

Schedule-at-a-Glance - April 26, Day 3 8 a.m. – 12:30 p.m. Trade Show 6

8 – 11:30 a.m.

GENTRAK Sessions

• Problems Solved! Putting Your Personal Innovation Skills into Practice - Lydia Quarles - p 29

• Secrets of Success from Leading Women Lawyers Angela Gott, Patty Motta, Julie Savarino and Carrie Sechel - p 26 8 – 9:45 a.m.

• Fundamentals of Health Law - Anthea Daniels - p 28 10 – 11:30 a.m. • The Road to Independence: Starting Your Own Law Firm Franklin J. Hickman, Anne Meyers and Nathan Wills - p 30 TECHTRAK Sessions 8 – 9:45 a.m.

• Mac Power Users - Brett Burney and Chad Burton - p 56

• Virtual Attorney: How to Be Everywhere and Nowhere at the Same Time - Lincoln Mead - p 57

• Using Video and Photography in a Law Practice Joe Kashi - p 58 10 – 11:30 a.m. • Pushing Your PCs to Power Your Practice Ross Kodner - p 59

• The Open Source Law Firm Chad Burton and Gwynne Monahan - p 60

• Strategic Technology Planning Brett Burney and Diane Ebersole - p 61 11:30 a.m. – 12:30 p.m.

LUNCH BREAK

GENTRAK Sessions 12:30 – 4 p.m.

• Effective Communication is an Art Form: Putting the Whole Package into Practice - Lydia Quarles - p 31

• Lie to Me! “Emotion Management” of Your Marketing Will Invite Trust, Not Contempt - Dan Hill - p 32

• The Art of Legal Reasoning - Douglas Lind - p 33

TECHTRAK Sessions 12:30 – 2 p.m.

• Time Billing, Accounting Tips and Tricks Ellen Freedman - p 62 .

• Successful Paperless Transitions Joe Kashi and Ross Kodner - p 63

• Reaching Higher: Best Practices in Cloud Technology Chad Burton and Lincoln Mead - p 64 2:15 – 4 p.m.

• Managing Change and Adoption of Technologies David J. Bilinsky and Joe Kashi - p 65 .

• 60+ Sites and Apps in 60+ Minutes - Jennifer Ellis, Ellen Freedman and Ross Kodner - p 66

• 60 Cloud-Based Applications for Your Practice Richard Ferguson and Lisa Solomon - p 67

COMING PREPARED IS EASY

Phone 866-933-5167 www.corporatecollege.com/cle

G

GENTRAK

8

CLE Legal Super Summit April 24 – 26, 2012

G GENTRAK Complete all Ohio, Illinois, Indiana, Pennsylvania and West Virginia CLE credits for the year in one location, at one time. Approximately 20 in-depth general education sessions over three days.

G

DAY 1 - 4/24/12

GENTRAK

9

8 – 11:30 A.M.

Engaging Colleagues, Clients, Adversaries and Courtrooms: Getting Results with Everything You Say The best lawyers agree that without skilled delivery, the soundest arguments fail.

This session illuminates the secrets of presenting complex material with the ease of a conversation. To engage a colleague, client, court personnel, opponent or jury, a successful advocate identifies the essentials, says it directly and leaves out the smokescreens. Learn how to use vocal inflection and body language to tell the story.

With concepts drawn from performance and years of public speaking, David Mann will show how to present engaging presentations for prospective client interviews, mediations and arbitrations, depositions, witness preparation, openings, witness interrogation, closings, and oral arguments.

Facilitator: David C. Mann David C. Mann is an accomplished speaker and trainer on the subjects of communication and change who shares the secrets he learned during his 25 years as a theatre actor and director. David has worked for General Mills, Hartford Life, Boston Scientific, Merrill Lynch, HealthPartners, Mayo Health System, and Volt Workforce Solutions, among others. He has been a featured speaker on communication for numerous associations and has created and presented customized keynote performances. David received a bachelor’s degree in speech from Northwestern University and a classical acting diploma from the London Academy of Music and Dramatic Art. He has been a high school theatre teacher and created a writing and performance program for the Guthrie Theater’s education department. David lives in St. Anthony, MN, with his wife and two sons.

G

DAY 1 - 4/24/12 GENTRAK

10

8 – 11:30 A.M. 12:30 - 4 P.M.

Influencing with Integrity: Winning People Over vs. Winning Over People In business and personal relationships, strongly felt differences can result in conflicts that turn into a desire to win, even at the expense of others. These differences don’t go away as we work our way down the road from confrontation to agreement. So to “win” the cooperation of others when there is strong disagreement you have to master negotiating principles which are supported by both research and experience. Ultimately, if people are critical to your success, you must know and master the means to win their hearts as well as their minds. Successfully guiding your client and/or opposing counsel to an agreement will come when you can clearly, convincingly and persuasively show them the benefits of winning “them over,” not winning “over them.”

Facilitator: Ed Hatch Ed Hatch has influenced others from his work counseling at-risk teenagers in a suburban Washington, D.C. public school system to his work as a top producing salesperson. He also has had a job managing more than 100 employees, worked as senior vice president of sales at Fred L. Mckee Realty and was the co-owner of a real estate firm.

For the past 20 years, he has been a speaker/ trainer for associations, institutes, 5-star hotels and corporate executives throughout North and South America, Europe, Asia and Africa. Ed’s message of the applied dynamics of human communication has particular application to the work of trial lawyers or transactional attorneys, where communication comes first in preparing cases and influencing outcomes.

G

DAY 1 - 4/24/12

8 – 11:30 A.M.

GENTRAK

11

The Changing Faces of Medicare and Medicaid This program offers insights from three professionals: Amanda Buzo will give an update on Medicare.

Bonnie Kantor-Burman will discuss modernizing Medicaid reimbursement in Ohio, implications for long-term services and supports, prioritizing funding for home-and community-based services, creating a unified long-term care system in Ohio, nursing facility reimbursement reform and development of a Medicare Medicaid integrated-care delivery system.

Janet L. Lowder will discuss Medicaid for children and the disabled and provide, among other topics, an overview of Healthy Start/Healthy Families, Medicaid for the disabled and home and community-based waivers.

Facilitators: Amanda Buzo focuses her practice on estate planning, with a concentration on issues affecting the elderly and special-needs families. She also practices in the area of probate, including guardianship,

special-needs

trusts,

wrongful

death, minor and incompetent settlements, and decedents’ estates. She was recognized as a 2010 Rising Star by Ohio Super Lawyers and frequently writes and speaks on the elderly and people with disabilities. Amanda received a Bachelor of Science degree from Ohio State University and a law degree from the University of Akron School of Law.

G

DAY 1 - 4/24/12

GENTRAK

12

8 – 11:30 A.M.

The Changing Faces of Medicare and Medicaid

Bonnie Kantor-Burman, the director of the Ohio Department of Aging, is working to reform the quality and efficiency of our health care system and to strengthen and widen long-term care options that give elders more health-care choices. She believes in the concept of preventive gerontology, a wellness and behavioral driven model of life and care across the lifespan. Before joining the department in January 2011, Kantor-Burman was executive director of the Pioneer Network, a national center for the development of long-term care delivery systems. She also has worked as director of the Office of Geriatrics and Gerontology at The Ohio State University. She earned her doctorate in health policy and management from Johns Hopkins Bloomberg School of Public Health.

Janet L. Lowder is an authority on Medicaid issues and estate planning for families with special needs.

She has represented individuals; handled local and statewide litigation and has represented agencies and county programs serving the elderly and the disabled. Janet is president of the Special Needs Alliance, an invitation-only national network of lawyers dedicated to disability and public-benefits law and special-needs planning, and is co-chair of an American Bar Association committee on long-term care and Medicaid. She received the Cuyahoga County Board of MR/DD’s 2000 Top Hat Award and the 2009 President’s Award from the Cleveland Trial Lawyers Association. Janet, who received her law degree from Cleveland Marshall College of Law, is consistently chosen as an Ohio Super Lawyer and is included in Best Lawyers in America for elder law and estate planning.

G

DAY 1 - 4/24/12

GENTRAK

13

8 – 11:30 A.M.

Conflict Management in the Arab Uprisings How should the United States engage in conflict management in light of the Arab uprisings, given our own recent history coupled with the region’s contemporary realities? What are the take-aways for the legal profession, in particular regarding engagement in an international setting? Colonel Philip J. Dermer shares his insights and lessons learned from his career in the military, and thoughts on relevance to the legal practice. Participants will consider several critical questions impacting the international arena, including how should the U.S. engage in conflict management regarding the Arab uprisings? What can be learned from the past? What are the relevancies and appropriate lessons for the legal field?

Facilitator: Colonel Philip J. Dermer, Ret. Colonel Dermer, whose career spans 30 years, is one of the Army’s foremost Middle East regional experts. His service in military and civilian arenas is spread over challenging spectrums, including national levels of the U.S. government and vital international venues. He has extensive coalitionbuilding experience working with international counterparts to foster the Middle East Peace Process as well as the rebuilding of Iraq’s critical national security institutions.

He has advised, mentored and written extensively for the nation’s senior military and civilian leadership. He is a graduate of the National Defense University, Ft. McNair, Washington D.C., Georgetown University and the University of Montana.

G

DAY 1 - 4/24/12

GENTRAK

14

12:30 - 4 P.M.

Good People, Bad Choices and Life Lessons From the White House In 1971, 31-year-old White House Deputy Counsel Krogh was tasked with finding and stopping White House leaks and became head of the Special Investigations Unit. Through prison, disbarment and reinstatement, he learned there are drastic consequences when noble aspirations, internal loyalties, external pressures and ethical codes collide. The rules of professional conduct often say what not to do, but rarely explain what to do. It’s easy to turn down a capital murder case if you know you’re not competent to defend the person charged, but what do you do when your practice group leader or your most lucrative client compels you to do something you’re just not sure of? Krogh will give you the questions you must answer before taking on such projects and tell you of the positive consequences of saying no.

Facilitator: Egil “Bud” Krogh Bud Krogh was White House deputy counsel when he was told to find and stop security leaks. He became head of the Special Investigations Unit that later became known as the “White House Plumbers” and the rest is history. Of the various White House conspirators, Krogh alone pled guilty and refused to trade inside information for a reduced sentence.

He was disbarred and went to prison. In 1980, Krogh successfully petitioned to be readmitted to the bar and has since practiced law. In January 2009, Krogh joined the Center for the Study of the Presidency and Congress as a senior fellow on leadership, ethics and integrity where he is developing initiatives to promote civility, character and inclusive public leadership.

G

DAY 1 - 4/24/12

GENTRAK

15

12:30 - 4 P.M.

Why Employers Get Sued and Using Your Hiring Programs as Risk Avoidance Tools This high-energy session will explain the hiring process and how to avoid risks and liabilities. Key mistakes and short comings that lead to the majority of employee and former employee lawsuits will be analyzed. Employment agreements, independent contractor agreements, policy manuals, performance evaluations, workplace investigations and administrating discipline discharge decisions will be covered. The session’s second part will show you how to design your hiring processes and use them to avoid risks and liabilities. Time will be spent creating a hiring program to identify the best candidate and implement the most effective proactive and remedial measures to avoid claims, liability and other business loss.

Facilitator: Richard Hooker Richard Hooker has significant experience in traditional labor relations, state/federal agency work,

employment

litigation,

union

election

campaigns, unemployment insurance taxation matters and arbitration of employment disputes.

He is a mediator for the U.S. District Court, Western District of Michigan, and the Michigan courts, and he is an arbitrator and mediator with National Arbitration and Mediation, Inc., American Settlement Centers and the National Arbitration Forum. A lawyer with Varnum, a Michigan law firm, Hooker received his Bachelor of Arts degree from Denison University and his law degree from Washington & Lee University School of Law.

G

DAY 1 - 4/24/12

GENTRAK

16

12:30 - 4 P.M.

National Security Law Update: Drones, Detainees, and the Iranian Nuclear Program This session is an introduction of the domestic and international law bases for use of force (war powers, U.N. Charter, law of armed conflict). Discussion will be about the application of these legal bases to the ongoing issues of U.S. drone strikes in countries such as Pakistan and Yemen; the indefinite detention of so-called enemy combatants in the war against Al-Qaeda; and the potential conflict that may be looming due to Iran’s pursuit of a nuclear weapons program. The session also will show why these topics are relevant to private/commercial law attorneys.

Facilitator: Daniel G. Donovan Daniel G. Donovan, an international law specialist, is a supervisory attorneyadvisor in the Joint Staff Hampton Roads (Virginia) branch of the Office of the Legal Counsel to the Chairman of the Joint Chiefs of Staff. He provides legal advice and counsel to three Joint Staff Deputy Directorates and a Joint Staff Support Element.

He previously served as principal deputy to the Joint Force Judge Advocate, United States Joint Forces Command, captain in the U.S. Navy’s Judge Advocate General’s Corps and was Deputy Assistant Judge Advocate General of the Navy for International and Operational Law. Daniel received the Defense Superior Service Medal, the Bronze Star Medal, and various theater and campaign ribbons.

His Master of Law degree in international law is from Georgetown University Law Center and his law degree is from Case Western Reserve University School of Law.

G

DAY 2 - 4/25/12 GENTRAK

17

8 – 11:30 A.M. 12:30 - 4 P.M.

Mastering the ‘Sales’ Process for Litigators and Transactional Lawyers™ This highly interactive workshop enhances attendees’ ability to communicate with clients and “pitch” prospective clients as effectively, ethically and professionally as possible. Six key steps of the client development sales process are studied and applied with the assistance of two lawyers. During the session, a reality-based practice pitch will be prepared and presented to the lawyers who will provide feedback on attendees’ method, approach and communication skills.

Pre-Registration & Pre-Work Required.

Facilitators: Julie Savarino, Thomas J. Ball and Patricia A. Motto Julie Savarino has been an attorney for 25 years and is a nationally renowned expert in client and business development for lawyers, law firms and other professional services. Her intensive, mastery-level workshops are designed for attorneys interested in becoming better rainmakers and for law firm staff members who want to become better internal coaches to lawyers. Julie founded the nationally acclaimed Marketing Partner Forum, which she sold in 2000 to a national legal education company. She is one of the highest-rated speakers at American Bar Association annual meetings, Association of Legal Administrators conferences and Legal Marketing Association programs. At the University of Detroit Mercy Law School, Julie served as adjunct professor for one of the first law school courses in the country on client relations and development and is listed on the ABA Women and Minority Speakers Bureau under law practice management.

G

DAY 2 - 4/25/12 GENTRAK

18

8 – 11:30 A.M. 12:30 - 4 P.M.

Mastering the ‘Sales’ Process for Litigators and Transactional Lawyers™

Thomas J. Ball has served as vice president, general counsel and secretary of Online Resources Corporation (NASDAQ: ORCC) since 2010. He regularly partners with senior leadership and business managers to execute Online Resources’ strategic plan to expand its innovative internet banking, billing and e-payment products and solutions within key financial management, insurance, health care and utility market verticals. Mr. Ball also advises Online Resources’ CEO, CFO and Board in connection with acquisition, restructuring, financing and litigation matters, as well as associated governance, reporting and regulatory compliance issues. Mr. Ball also was instrumental in establishing and recently launching the company’s first offshore technology development and support operation, based in Bangalore, India.

Patricia A. Motto is senior counsel in Intellectual Property at the American Greetings Corporation where she manages all aspects of its intellectual property counseling, transactions, and procurement. Prior to joining American Greetings, she was an associate attorney with the intellectual property practice group at Michael Best & Friedrich in Milwaukee, Wisconsin, where she represented numerous Fortune 500 companies and small entities based in jurisdictions around the world in a wide variety of intellectual property-related matters.

G

DAY 2 - 4/25/12 GENTRAK

19

8 – 11:30 A.M. 12:30 - 4 P.M.

The New Reality of Business: The Lawyer’s Active Role in the Transformation of the Corporation Few of us will have a Microsoft client. However, in an era of rapid technological and cultural change, many of us could assist the next Google. To realize such a rare opportunity, you must understand the increasingly creative and entrepreneurial strategies and language of business. Capture this unique chance to broaden your skill set to win and serve clients in this changing world. Since 1981, more jobs have been created — and more wealth generated in the developed world by emerging new companies than was generated a century ago by all the Fortune 100 companies combined. This session provides indispensable and practical insight into areas of business that are critical to furthering your understanding and appreciation of the needs of your important current and prospective clients.

Facilitator: Edward S. Adams Edward S. Adams is a professor of finance and law, co-director of the Kommerstad Center for Business Law and Entrepreneurship, and director of CLE programs at the University of Minnesota Law School. As an attorney, business advisor and consultant and principal, he has more than $1 billion of transactional experience in public and private offerings of equity and debt, mergers and acquisitions of public and closely held corporations, loan restructurings, receivables financing, structured finance, commercial transactions, bankruptcy liquidations and reorganizations. He is the author of 15 books and more than 30 articles on business-related issues. He has a Master of Business Administration degree from the Carlson School of Management at the University of Minnesota and a law degree from the University of Chicago Law School.

G

DAY 2 - 4/25/12

GENTRAK

20

8 – 11:30 A.M.

Power and Influence for Lawyers: How to Use it to Develop Business and Advance Your Career Personal and professional success for lawyers, in the office, courtroom, negotiations, and beyond, depends on much more than having a high level of legal skill. Attaining success is more likely for lawyers who learn how to identify and develop their personal power bases and use those bases to influence strategies to reach goals, such as developing a book of business or finding your next job. This program includes lectures, discussions and experiential exercises and is based on the presenter’s book, “Power and Influence for Lawyers: How to Use it to Develop Business and Advance Your Career.”

Facilitator: Susan Letterman White Susan Letterman White helps lawyers learn how to build better teams, hold better and more productive business meetings, notice and seize strategic opportunities, make decisions that lead to results, improve conversations/relationships with clients and colleagues, and improve business performance. She practiced employment litigation and counseling law for 20 years and was a managing partner of a Philadelphia law firm before earning her Master of Science degree in organization development from American University, where she is a faculty member. Susan is the author of “Power and Influence for Lawyers: How to Use it to Develop Business and Advance Your Career.” She is certified to administer, interpret, and facilitate individual and group learning with the Myers Briggs Type Indicator®, among other leadership development and conflict management training programs.

G

DAY 2 - 4/25/12 GENTRAK

21

8 – 11:30 A.M.

Soup to Tiramisu in Real Estate Transactions This program will show participants how to handle property purchase sales for companies locating to new corporate headquarters and who also need to sell existing properties. Among topics covered will be the benefits and drawbacks of letters of intent; historical due diligence; purchase and sales agreements, including warranties, closing conditions and default provisions; financing options, both traditional and non-conventional financing such as public options; closing procedures; landlord-tenant transactions.

Facilitators: Mara Cushwa and Karla Rogers Mara Cushwa, chair of Calfee’s real estate group, represents large public and privately-held companies in

mergers,

acquisitions

and

divestitures.

She

represents lenders and borrowers in structuring, securing and documenting. Her work includes individuals, non-profits, government agencies, and corporations. Mara is a member and past president of the law alumni board for Case Western Reserve University School of Law. She serves on advisory boards of two private scholarship foundations and is sought out for her knowledge by publications and conference hosts including Inside Business and Lorman.

Karla Rogers is experienced in property development, acquisitions,

dispositions

and

leases

involving

corporate mergers, acquisitions and divestitures for public and privately held companies. Previously the director of governmental affairs for the Building Industry Association of Cleveland & Suburban Counties, Karla also was an associate with Taft, Stettinius & Hollister before getting her law degree from Cleveland-Marshall College of Law.

G

DAY 2 - 4/25/12

12:30 – 4 P.M.

GENTRAK

22

Allies, Influence, Power and Politics in the Office An ally is a member of the privileged and empowered social group, who actively works to change the oppressive dynamic and help empower less privileged members of the group. This program focuses on the dynamics of privilege and the role that allies play in creating inclusion and opportunities for others. Participants will leave the program with a better understanding of the power dynamics of privilege and strategies for enlisting or becoming any ally.

Facilitator: Susan Letterman White Susan Letterman White helps lawyers learn how to build better teams, hold better and more productive business meetings, notice and seize strategic opportunities, make decisions that lead to results, improve conversations/relationships with clients and colleagues and improve business performance.

She

practiced

employment

litigation and counseling law for 20 years and was a managing partner of a Philadelphia law firm before earning her master’s of science degree in organization development from American University, where she is a faculty member. Susan is the author of “Power and Influence for Lawyers: How to Use it to Develop Business and Advance Your Career.” She is certified to administer, interpret, and facilitate individual and group learning with the Myers Briggs Type Indicator®, among other leadership development and conflict management training programs. She also is trained to help clients visualize the organizational structures and relationships that drive organization performance, employee engagement and business development.

G

DAY 2 - 4/25/12 GENTRAK

23

12:30 - 2 P.M.

The Madoff Fraud: The Fallout and Case Management of the Largest and Most Complex Financial Fraud Case in U.S. history Since December 2008, Baker Hostetler attorneys have acted as Counsel to SIPA Trustee Irving H. Picard, on the legal work and case management of the liquidation proceeding of Bernard L. Madoff Investment Securities LLC (BLMIS). As of 2012, the SIPA Trustee and his counsel have recovered or entered into agreements to recover more than $9 billion, representing approximately 52 percent of the $17.3 billion in principal estimated to have been lost in the Ponzi scheme by customers who filed claims. Baker Hostetler was selected to help unravel the Madoff Ponzi scheme — the largest and most complex financial fraud case in U.S. history — based on its diverse experience in complex business litigation, bankruptcy law, white collar criminal investigations and corporate finance.

Facilitators: Thomas L. Long and Judy Selby Thomas L. Long has 30 years service as lead trial lawyer in federal and state courts, has been named in the Best Lawyers in America, American Lawyer Top Commercial Lawyers, Ohio’s “Super Lawyers” and Columbus Top Lawyers. In the Madoff Ponzi scheme, his work includes the tracking and recovery of funds from off-shore hedge funds.

Judy Selby has been national head of Baker Hostetler’s E-Discovery and Technology Practice Group since May 2011. She also leads the firm’s Discovery Management Team, which oversees all discovery and ESI issues arising from the firm’s role as court-appointed counsel to the SIPA Trustee for the liquidation of Bernard L. Madoff Investment Securities.

G

DAY 2 - 4/25/12

GENTRAK

24

2:15 - 4 P.M.

The Business of You – Surviving and Thriving in Big Law! In a time when legal services have become a commodity that is bought and sold by price, timing and the whims of clients, attorneys thrive by being consistently awesome to their clients, and for their clients. This presentation addresses critical topics each attorney will work through during the course of his or her career and which will determine the success of their careers. Class participants will construct an action plan for their individual professional journeys. Participants also will explore ways to improve their client service, build their self-marketing efforts and thrive in their chosen profession.

Facilitator: Suzanne Drake Carle Suzanne Drake Carle is president and founder of Suite Spot, a business development firm dedicated to building the effectiveness of C-Suite leadership and promoting long-term growth, value and success for the organization. Her career spans over 30 years experience within professional services firms in Cleveland, Chicago and Washington, D.C in strategic planning, crisis management, professional development, marketing, public and media relations, sales, and fund raising. Suzanne is a certified facilitator and professional development coach. She is a graduate of ProLaureate, Ltd., the Institute for Organization Management and Muskingum College.

G

DAY 3 - 4/26/12

GENTRAK

25

8 – 11:30 A.M.

Secrets of Success from Leading Women Lawyers All successful lawyers have one thing in common — they develop strong and productive business relationships. This session will highlight what women lawyers can do to build the most productive relationships inside their firms, with clients, in-house counsel and others. Each speaker will reveal some of the keys to their success, then comment on topics such as overcoming common obstacles, first impressions, effective conversations in the C-suite, how to network internally and externally, and how to make the most of your strengths. Roundtable discussions will highlight and share best practices.

Facilitator: Julie Savarino Julie Savarino has been an attorney for 25 years and is a nationally renowned expert in client and business development for lawyers, law firms and other professional services. Her intensive, mastery-level workshops are designed for attorneys interested in becoming better rainmakers and for law firm staff members who want to become better internal coaches to lawyers. Julie founded the nationally acclaimed Marketing Partner Forum, which she sold in 2000 to a national legal education company.

She is one of the highest-rated speakers at American Bar Association annual meetings, Association of Legal Administrators conferences and Legal Marketing Association programs. At the University of Detroit Mercy Law School, Julie served as adjunct professor for one of the first law school courses in the country on client relations and development, and is listed on the ABA Women and Minority Speakers Bureau under law practice management.

G

DAY 3 - 4/26/12

GENTRAK

26

8 – 11:30 A.M.

Secrets of Success from Leading Women Lawyers

Panelists: Angela Gott, Patricia Motta, Carrie Sechel Angela Gott maintains a diverse practice involving intellectual property litigation, domestic and international trademark prosecution, copyright registration, and domain-name disputes. She has represented clients in federal courts in cases involving claims of trademark, trade dress, copyright infringement, unfair competition, misappropriation of trade secrets, breach of contract, and false patent marking, among others. Her experience includes management and prosecution of trademark portfolios ranging in size from a few U.S. trademark registrations to dozens of national and international registrations.

Patricia Motta is senior counsel in Intellectual Property at the American Greetings Corporation where she manages all aspects of its intellectual property counseling, transactions, and procurement. Prior to joining American Greetings, she was an associate attorney with the intellectual property practice group at Michael Best & Friedrich in Milwaukee, Wisconsin, where she represented numerous Fortune 500 companies and smaller entities based in jurisdictions around the world in a wide variety of intellectual property related matters.

Carrie Sechel has tax consulting and compliance experience serving both public and private clients in the passthrough and large corporate market sectors. She has worked with clients in the areas of federal and multi-state compliance, taxable income planning, and transaction and structure consulting. Carrie also has worked extensively with both entities and their owners addressing such issues as taxable income modeling and projections and disposition planning. She recently completed a two-year assignment in Deloitte’s U.S. India Hyderabad, India office where she held various leadership positions and worked with client engagement teams on work transition and service-delivery optimization.

G

DAY 3 - 4/26/12 GENTRAK

27

8.– 9:45 A.M.

Fundamentals of Health Law This presentation will address the fundamentals of health care law including the language and the players: hospitals, physicians, ancillary providers, nursing homes, home health and DME agencies, hospices, ambulatory surgery centers, pharmacies, etc.; the payors: the federal and state governments, commercial insurers, HMOs, PPOs, employers, TPAs and individuals; and various significant federal and state laws that affect the industry including licensure, CON, Stark, Fraud and Abuse, Medicare and Medicaid laws, antitrust, malpractice liability and privacy.

Facilitator: Anthea Daniels Anthea

Daniels,

a

partner

with

Calfee,

provides counsel to health systems, academic medical

centers,

facilities, surgery

hospitals,

insurance centers,

companies

and

represents

health

long-term

companies,

professional physician care

care clinics,

management groups.

providers

She

involved

in mergers, acquisitions, joint ventures and integrated delivery systems. She was selected for Nightingale’s Healthcare News’ 2010 list of Outstanding Healthcare Fraud & Compliance Lawyers, and she is a past recipient of Crain’s Cleveland Business Forty Under Forty, the YWCA Women of Professional Excellence, and Cleveland Magazine’s 50 Most Interesting People.

G

DAY 3 - 4/26/12 GENTRAK

28

8 – 11:30 A.M.

Problems Solved!

Putting Your Personal Innovation Skills Into Practice Defining and resolving problems is at the heart of our system of law. In this dynamic and fun course, Lydia Quarles demonstrates the tools and then puts you into a position to practice new skills to identify problems with people and situations and make them go away. Learning problem-solving skills and practicing their replication will help you resolve cases with more speed and better results. This session will teach you how to assist clients in recognizing their legal problems; how to be pro-active in discovery; how to develop a witness’s ability to deflect rather than personalize; how to address the concerns of a tribunal; and how to fashion, address and deflect personnel problems with your litigation team, office staff and business associates.

Facilitator: Lydia Quarles Lydia Quarles is a senior policy analyst at the John C. Stennis Institute of Government, Mississippi State University. She has 13 years service with the Mississippi Workers Compensation Commission, five years as the commissioner of the Mississippi Workers Compensation Commission and eight years as an administrative judge. She also has spent more than a dozen years in private practice in Alabama and Mississippi. She is a graduate of the National Judicial College, Reno, Nevada (administrative hearings curriculum). She received her law degree from Cumberland School of Law, Samford University in Birmingham, Alabama, and her master’s and bachelor’s degrees from Mississippi University for Women.

G

DAY 3 - 4/26/12

GENTRAK

29

10 – 11:30 A.M.

The Road to Independence: Starting your Own Law Firm Whether you’ve spent years working in someone else’s firm or are fresh out of law school, the temptation to start your own law firm is always there. But starting your own firm also can be a big risk, particularly when you’re giving up a six-figure salary – or delaying the payback of a six-figure degree to do it. The good news is that it doesn’t take a lot of money, as long as you keep costs low but it will take a lot of determination, discipline and courage. The Road to Independence starts with you.

Panelists: Franklin J. Hickman, Anne Meyers and Nathan Wills Franklin J. Hickman is a shareholder in the law firm of Hickman & Lowder Co. L.P.A. He has focused his career on legal issues affecting persons with mental disabilities. He is on the faculty of the medical and law schools at Case Western Reserve University where he teaches law and psychiatry. He was named an Ohio Super Lawyer for 2012.

Anne Meyers founded her firm in 1995 and managed its growth through August, 2011. She is known for her pragmatism, innate business sense and negotiating skills developed over more than 30 years of practice and ownership of various businesses. Anne has the rare ability to find her way around a job site from a legal, physical and business perspective.

Nathan Wills is the founder and managing attorney of The Wills Law Firm, LLC. Believing that good communication is the foundation of effective representation, Nathan strives to provide his clients with a sympathetic ear and explains each and every element of a case. He is a tireless advocate on behalf of individuals and small businesses, and prides himself on using listening and communication skills to develop creative solutions to his clients’ problems.

G

DAY 3 - 4/26/12 GENTRAK

30

12:30 – 4 P.M.

Effective Communication is an Art Form: Putting the Whole Package into Practice Few people will master communication, yet most lawyers believe that they have done so by the time they reach middle school and their patterns of communication never radically change. Lydia Quarles offers a reflective prescription for improving your communication with clients, judges, juries and your own partners and associates — the kind of tonic that will make a critical difference in the success of your law practice. Whether you are writing, speaking, standing still, or flailing about, the construction of your delivery is every bit as important as your content.

In this tip-packed course, Lydia will share teachable methods for getting your point across. After this course, your next memo will be tighter, your next appearance more emphatic, even your next conversation will lead to more understanding.

Join your colleagues, strengthen this critical skill and enhance your value as an advocate and counselor.

Facilitator: Lydia Quarles Lydia Quarles, a civil trial mediator, is a senior policy analyst at the John C. Stennis Institute of Government, Mississippi State University, which she joined after 13 years service with the Mississippi Workers Compensation Commission, including five years as the commissioner of the Mississippi Workers Compensation Commission and eight years as an administrative judge. She also has spent more than a dozen years in private practice in Alabama and Mississippi. Quarles is a graduate of the National Judicial College, Reno, Nevada (administrative hearings curriculum). She received her law degree from Cumberland School of Law, Samford University in Birmingham, Alabama, and her master’s and bachelor’s degrees from Mississippi University for Women.

G

DAY 3 - 4/26/12

GENTRAK

31

12:30 – 4 P.M.

Lie to Me ! “Emotion Management” of Your Marketing Will Invite Trust, Not Contempt This workshop lays out the breakthroughs in brain science. We have learned that people’s decision-making process is more intuitive and sensory-emotive than conscious and rational. Emotions aren’t just “noise.” Each emotion has its own meaning, including the fact that trust is the opposite of contempt. Moreover, an individual’s personality traits are revealed through how they most typically emote.

This session will discuss how law firms can best use facial coding, the most accurate, non-invasive means of identifying people’s emotional response, to best market itself. Discussed will be the use of facial coding to understand opposing witnesses and one’s own, how to read the receptivity of jury members and judges, and how oneself and opposing counsel come across in terms of emotive styles and personality traits in order to be more persuasive.

Facilitator: Dan Hill Dan Hill is an authority on the role of emotions in consumer and employee behavior with more than a decade of experience operating his scientific, emotional insights consultancy: Sensory Logic, Inc. One of the company’s unique research tools is facial coding. A frequent speaker at business conferences and seminars from coast to coast, as well as in Europe and Asia, Dan’s blue-chip clients have included Target, Toyota, Reebok, Whirlpool, American Express, Capital One, Hershey, Lego, Nokia, and GlaxoSmithKline, among dozens of other major brands.

Dan’s books include “Body of Truth: Leveraging What Consumers Can’t or Won’t Say” and “Emotionomics: Leveraging Emotions for Business Success”, which was chosen by Ad Age as one of “10 Books You Should Have Read in 2009.” Dan’s latest book, “About Face: Ten Secrets to Emotionally Effective Advertising”, was released in October 2010. Dan received his Ph.D. from Rutgers University following studies at Brown University, Oxford University, and St. Olaf College.

G

DAY 3 - 4/26/12 GENTRAK

32

12:30 – 4 P.M.

The Art of Legal Reasoning

This program is carefully designed to help you get the most out of your cases and your practice. Legal reasoning is applied logic. While your logical intuitions may well be strong enough to generally permit smooth navigation through webs of complex legal arguments without error, unfamiliarity with logic and argument limits your analytical oversight, making you vulnerable to committing or overlooking mistakes of reasoning that can affect the outcome of cases. Professor Douglas Lind recognizes that you have precious little time to study logic as an independent subject. This course provides short and concise descriptions of argument forms and logical fallacies (errors of reasoning) most relevant to legal practice.

Facilitator: Douglas Lind Douglas

Lind is an attorney, professor of

philosophy, and a phenomenal CLE leader.

In addition to his work with The Professional Education Group, Douglas is a faculty member at the National Judicial College and has contributed to the CLE efforts of bar associations, law firms and government entities across the nation. He teaches courses in the philosophy of law, ethical theory, and logic at The University of Idaho. He also has served on the faculties of the University of Pennsylvania, Temple University Law School and Villanova University.He is the author of “Logic and Legal Reasoning” and his articles are published in legal journals both in the U.S. and internationally. He practiced in the Office of the Attorney General of Missouri and in private practice in Philadelphia, specializing in environmental law, toxic torts and American Indian Law. He earned his law degree from Washington University and his doctorate in philosophy from the University of Pennsylvania.

T

TECHTRAK

33

CLE Legal Super Summit April 24 – 26, 2012

T TECHTRAK More than 30 sessions offered to help you conduct your practice more efficiently, rapidly and cost-effectively.

T

DAY 1 - 4/24/12

TECHTRAK

34

8 – 11:30 A.M.

Marketing Your Practice Using Social Media: Best Practices You can’t turn around these days without seeing or hearing something related to social media. Everyone seems to have a Facebook page or a Twitter handle or a blog. But what about lawyers? Some lawyers refuse to participate in social media, rejecting it as a non-professional pursuit, while others have tried to use social media but have concluded that it doesn’t do anything for them.

Still others would like to use social media but don’t know where to start. This program will provide an overview of the ways lawyers can use social media to build their practices. We’ll show you how lawyers can maximize the impact of their presence on social media platforms and provide specific examples of both productive and unproductive use of each of the major social media tools.

Facilitators: Ross Fishman and Allison C. Shields Ross Fishman is “one of the country’s leading experts on law firm marketing,” according to Lawyers Weekly. As CEO of Fishman Marketing, Inc., he helps law firms in strategic marketing planning, website development, branding and differentiation, SEO and online marketing, practice-group marketing and the development of cutting-edge ads and other collateral materials. Fishman Marketing has launched effective, revenue-producing programs for more than 75 firms worldwide.

Allison C. Shields, president of Legal Ease Consulting, Inc., provides productivity, practice management, marketing and business development coaching and consulting services for lawyers and law firms. A sought-after author and lecturer, her website, “Lawyer Meltdown”, provides resources and information for lawyers about managing and building their practices. Allison is the co-author, with Dennis Kennedy, of “LinkedIn in One Hour for Lawyers”, recently released by the American Bar Association’s Law Practice Management section.

T

DAY 1 - 4/24/12 TECHTRAK

35

8 – 11:30 A.M.

Independence Day: The Virtual Practice of Law Virtual law practices allow lawyers to more efficiently and responsively serve their clients. They can also help lawyers achieve greater professional satisfaction and financial success than some have found in more traditional practices.

Most lawyers and firms will adopt some form of a virtual concept in the coming years, whether it is a full virtual platform, outsourcing work, or providing unbundled legal services. The key for lawyers is to learn what will be best for their practice and to serve their client base.

Facilitators: Chad E. Burton and Lisa Solomon Chad E. Burton started his legal career in the big law firm world before he created a solo practice.

His interest in technology and law practice management sparked the concept of Burton Law, a virtual law firm model which is growing beyond its Ohio roots. Chad regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues.

Lisa Solomon is the author of many published articles about appellate practice and procedure, and has also written extensively about the field of contract lawyering. A nationally-known speaker, she frequently presents continuing legal education courses about legal writing and contract lawyering.

Her innovative law practice has been featured in such periodicals as the National Law Journal and the ABA Journal, and in books about legal careers.

T

DAY 1 - 4/24/12

TECHTRAK

36

8 – 11:30 A.M.

Paperless and Paper LESS: Windows and Mac Super Guides to Getting it Done Whether paperless or paper LESS is your goal, the motivations for achieving either are myriad. From better profitability, best practices, being ethically compliant to preserving the planet, the only mistake that matters is thinking paper reduction isn’t for your practice. In this super-session, we’ll learn about the A to Z’s of achieving a blissful, practice-empowering state of practical and realistically achievable paperless or paper LESS-ness.

Facilitators: David J. Bilinsky and Ross Kodner David J. Bilinsky, a practice management consultant and lawyer for the Law Society of British Columbia, is an adjunct professor at Simon Fraser University who teaches an online graduate-level course in the Applied Legal Studies program. Dave’s mission in life is to empower lawyers to anticipate the changes, realize the opportunities, face the challenges and embrace expanding possibilities of the application of practice management concepts to the practice of law in innovative ways that provide service excellence. He writes regularly for publications in the USA and Canada and is a core contributor to the award-winning blog www.slaw.ca and his own blog: www.thoughtfullaw.com.

Ross Kodner is president and founder of MicroLaw, Inc., a Milwaukee legal technology consultancy and turnkey legal automation system provider. He developed The Paper LESS Office™, a revolutionary common-sense approach toward managing paper in a law practice. He has done presentations on this topic at more than 150 state and national bar association events across North America and Asia.

MicroLaw.com, Ross’ company’s website, has become one of the world’s largest repositories of online legal technology CLE materials and articles.

T

DAY 1 - 4/24/12

TECHTRAK

37

8 – 11:30 A.M.

Speech Recognition and Digital Dictation: PCs, Macs, iPads and Smartphones Speech recognition technology has made it onto iPads, smartphones, and other commonly used communication devices. Speech recognition can enable even the clumsiest keyboarder to produce quality documents with minimal human intervention. This session will look at how you can use this technology and how it can be adapted for use in your practice. Today, the offerings of digital dictation are wide, varied, effective and affordable. The ability to combine digital dictation with speech recognition has wide appeal to all lawyers – whether working at your desk or at your most mobile.

Facilitators: Brett Burney and Richard Ferguson Brett Burney focuses his time on bridging the chasm between legal and technology frontiers of electronic discovery. Brett is active in the Macusing lawyer community, working with law firms who want to integrate Mac and iOS devices into their practice. Prior to establishing Burney Consultants, he spent five years at Thompson Hine LLP working with litigation teams in building document databases, counseling on electronic discovery issues, and supporting them at trial. Brett speaks on litigation support, eDiscovery and Mac-related topics.

Richard Ferguson, a lawyer of more than 30 years, is a frequent speaker in the law practice management and technology areas and has been an advisor for developments at Edmonton’s City Hall. In 2003 Richard received the Patricia Cook Award for Arts Advocacy from the Alberta Choral Federation. In 2009 Richard was inducted as a fellow of the College of Law Practice Management in recognition of his volunteer promoting of law practice management and technology in law firms.

T

DAY 1 - 4/24/12

TECHTRAK

38

12:30 - 2:30 P.M.

Faceoff: Blogs, Websites, Facebook, Google+, LinkedIn, Twitter – Where to Start; Where to Focus Social media is “all the buzz,” with an equal amount of information and misinformation regarding how lawyers and firms can benefit. Sure, the earlyadopters dove in, but what are realistic expectations for a “normal, busy” lawyer?

How much time should you spend on social media to achieve the desired results?

Should law firms use Facebook? How do blogs differ from websites and do law firms need both? Do LinkedIn recommendations help attract clients or ethics complaints? This fast-paced, entertaining, and interactive session answers these questions and more. Attendees will leave with a social media plan of action to achieve their goals.

Facilitator: Ross Fishman Ross Fishman is “one of the country’s leading experts on law firm marketing,” according to Lawyers Weekly. As CEO of Fishman Marketing, Inc., he helps law firms in strategic marketing planning, website development, branding and differentiation, SEO and online marketing, practicegroup marketing and the development of cuttingedge ads and other collateral materials. Fishman Marketing has launched effective, revenue-producing programs for more than 75 firms worldwide. He received a Bachelor of Arts in speech communications, cum laude, from the University of Illinois and his law degree from Emory Law School. He was a commercial litigator before turning to the legal marketing field.

T

DAY 1 - 4/24/12

TECHTRAK

39

12:30 - 2:30 P.M.

New and Creative Ways to Market Your Practice: Web to Mobile and More New technology and new marketing ideas are cropping up every day, and each one promises to be “the one” that will help you grow your practice better and faster and attract better clients. But is that true? This program will cover the basics of ensuring that you have a good marketing plan in place, show you how to choose the right web and marketing firm and then give you a taste of new ways to market your practice. We’ll end the session by talking about how to choose the right marketing tools, such as social media and QR codes, and how to integrate them into your overall marketing strategy.

Facilitators: Dan Carbone and Allison C. Shields Dan Carbone, previously the owner of SyncShow Interactive, merged his company with IdeaEngine and brought SyncShow® CMS to Syncshow Interactive. As the leader of Syncshow Interactive’s technology initiatives, Dan oversees everything from SEO and SEM strategies to online security, interactive media, and content management.

Prior to forming IdeaEngine, Dan was employed by a subsidiary of Ernst & Young, where he was the technology lead for a group of more than 20 developers in the firm’s business education, learning, and development segment.

Allison C. Shields, president of Legal Ease Consulting, Inc., provides productivity, practice management, marketing, business development, coaching and consulting services for lawyers and law firms. Allison helps her clients create efficient and effective systems to maximize productivity and enhance client experience. Her proven processes help law firms and individual lawyers reach their goals and implement the plans they create. Her website, “Lawyer Meltdown”, provides resources and information for lawyers about managing and building their practices. Allison is the co-author, with Dennis Kennedy, of “LinkedIn in One Hour for Lawyers”, released by the American Bar Association’s Law Practice Management section.

T

DAY 1 - 4/24/12

TECHTRAK

40

12:30 - 2:30 P.M.

Security, Privacy and Ethics: Best Practices Lawyers have a duty to protect their client property and duty of confidentiality. Are you feeling unsure about the security of your digital data? Are you confident that your clients’ privacy is safe? If you are like most lawyers, you are busy practicing law and nervous about reports that Smartphones and computers are at risk from malware and hackers. Come to this session to learn some of the best practices you can adopt to uphold your ethical duty to preserve the security and privacy of your client information.

Facilitators: Lincoln Mead and Gwynne Monahan Lincoln Mead, the first IT Director for the Utah State Bar developed the Bar’s website. He implemented a program to assist members of the Bar in getting answers to technology questions and helped arrange technology partnerships for the member benefits program such as online CLE, Casemaker, and web based e-filing site efiling.utahbar.org. He is a frequent speaker at ABA Techshow and provides technology and practice management-based CLE programs to members of the Utah State Bar and other bars around the country.

Gwynne Monahan is best known by her Twitter handle, @econwriter5. She earned her Master of Sciences degree in Information Technology and Privacy Law from The John Marshall Law School in Chicago, Illinois, and worked to turn a class project on open source for lawyers into a consulting business. She has authored several articles on open source and social media for lawyers and spoken to such groups as the Chicago Bar Association.

A privacy and open source advocate, she is currently the editor of the awardwinning blog “Small Firm Innovation”, and Communications Manager at Clio.

T

DAY 1 - 4/24/12

TECHTRAK

41

12:30 - 2:30 P.M.

Adobe Acrobatics!

PDFs are the stuff of which paperless offices are made and have become the universal format of choice for exchanging documents with other lawyers, clients and many federal and state courts and registries. We will teach you the basics and legal-specific features of Adobe Acrobat that assist you in using PDFs safely, securely and effectively.

Facilitators: Richard Ferguson and Justin Kahn Richard Ferguson has successfully represented his clients before all courts in Alberta, and has broad experience in business and commercial law.

Richard is a frequent speaker in the law practice management and technology areas and has been an advisor for developments at Edmonton’s City Hall. In 2003 Richard received the Patricia Cook Award for Arts Advocacy from the Alberta Choral Federation. In 2009 Richard was inducted as a fellow of the College of Law Practice Management in recognition of his volunteer efforts to promote law practice management and technology in law firms.

Justin Kahn is an AV rated attorney who writes and speaks nationally and locally on various topics including civil procedure, evidence, persuasion, litigation and technology. Justin is board certified by the National Board of Trial Advocacy as a civil advocate and board certified in medical negligence by the American Board of Professional Liability Attorneys, where he also serves on the board. Justin teaches civil pre-trial practice at the Charleston School of Law.

T

DAY 1 - 4/24/12

TECHTRAK

42

2:45 –4 P.M.

60+ Tips in 60+ Minutes Here are tips that are based on real-life experience in the trenches! This fast and furious session will explore as many tips and ideas to help you in the practice of law as we can possibly fit into this time slot. Fasten your seat belts and hang on as we take you on a trip to infinity and beyond!

Facilitators: David J. Bilinsky, Diane Ebersole and Lincoln Mead

David J. Bilinsky is a practice management consultant and lawyer for the Law Society of British Columbia as well as an adjunct professor at Simon Fraser University teaching an online graduate-level course in the Applied Legal Studies program. He writes regularly for many publications in the USA and Canada including being a core contributor to the awardwinning blog www.slaw.ca as well as his own blog: www.thoughtfullaw.com.

Diane Ebersole is a Practice Management Advisor for the State Bar of Michigan.

She is the chairperson of the Practice Management Advisors of North America, and chair of the ABA State and Local Bar Outreach Committee, member of the ABA Careers Task Force of the Law Practice Management Section, and serves on the board of the ABA Law Practice Magazine. She is a frequent speaker on topics encompassing office management technology and best practices, mobile practice tools and integrated practice management applications.

Lincoln Mead developed the Utah Bar’s website and has seen it through several iterations; implemented a program to assist members of the Bar for getting answers to technology questions; and arranged for technology partnerships for the member benefits program such as online CLE, Casemaker, and the web based e-filing site efiling.utahbar.org. He is a frequent speaker at the ABA Techshow and provides technology and practice management-based CLE programs to members of the Utah State Bar and other bars around the country

T

DAY 2 - 4/25/12

TECHTRAK

43

8 – 11:30 A.M.

The Tech Shopping List: What Do I Need to Start My Own Practice?

Our two legal tech and law practice management veterans will cover it all, with the goal of providing you with a comprehensive tech shopping list for both new practices and for ongoing practices ready for an update. Among topics they will cover are when to shop - life cycles for replacing hardware and software; law practice software every practice needs; financial systems for your practice; office suites and office apps; practice management systems and how to get it right the first time; document/email management systems; operating system choices - Mac? Windows? Chrome?; the smartest “helper” apps including wireless time entry, automatic time entry; document assembly; smartphone apps for your practice; how to most effectively pay for your technology including comparing purchasing v. leasing; using consultants or going the DIY route; and, of course, the evolving role of the cloud in your practice.

Facilitators: Ellen Freedman and Ross Kodner Ellen Freedman founded Freedman Consulting, after managing law firms for 20 years. She assists Pennsylvania law firms with strategic planning, retreat facilitation, practice management audits, human resources, marketing and client development, financial management and profitability enhancement, compensation, technology, and project management.

Ross Kodner is the president and founder of MicroLaw, Inc., a Milwaukee legal technology consultancy and turnkey legal automation system provider. He developed The Paper LESS Office™, a revolutionary common-sense approach toward managing paper in a law practice. MicroLaw.com, Ross’ company’s website, has become one of the world’s largest repositories of online legal technology CLE materials and articles.

T

DAY 2 - 4/25/12

8 – 9:15 A.M.

TECHTRAK

44

Powerful Presentations Using Persuasion and Psychology Come

and

explore

the

psychology,

neuroscience

and

physiology

of

communications, multimedia learning and graphics. Learn how you can use these new developments in neuroscience and technology to improve your presentations – both inside and outside of court.

Facilitators: Justin Kahn and Gwynne Monahan Justin Kahn is an AV rated attorney. He writes and speaks nationally and locally on various topics including civil procedure, evidence, persuasion, litigation and technology. Justin is board certified by the National Board of Trial Advocacy as a civil advocate and board certified in medical negligence by the American Board of Professional Liability Attorneys where he serves on the board. Justin is an adjunct professor at the Charleston School of Law where he teaches civil pre-trial practice.

Gwynne Monahan is best known by her Twitter handle, @econwriter5. She earned her Master of Sciences degree in Information Technology and Privacy Law from The John Marshall Law School in Chicago, Illinois, and worked to turn a project on open source for lawyers into a consulting business. She has authored several articles on open source and social media for lawyers and spoken to such groups as the Chicago Bar Association. A privacy and open source advocate, she is currently the editor of the awardwinning blog “Small Firm Innovation”, and Communications Manager at Clio.

T

DAY 2 - 4/25/12

TECHTRAK

45

8 – 9:15 A.M.

Tweeting and Your Legal Blog Together Twitter and your blog can be powerful companions to help you reach more potential clients. Twitter helps you build relationships while blogs enable you to demonstrate your expertise. During this seminar we will: • Explore Twitter and its terminology • Discuss the value of blogs • Identify tools to manage Twitter and blog connectivity • Explain how to use Twitter to multiply the impact of your blog

Facilitators: Jennifer Ellis and Lisa Solomon Jennifer Ellis, vice president and a consultant with Freedman Consulting, assists law firms with issues, including marketing, technology, the intersection of technology and ethics, client development, and teaching attorneys how to make effective use of technology to obtain better leverage and enhance profitability. Jennifer served as associate director of media technologies with the Pennsylvania Bar Institute for over 12 years and managed many of PBI’s programs on technology, technology law, law practice management and social media.

Lisa Solomon is the author of many published articles about appellate practice and procedure, and has also written extensively about the field of contract lawyering. A nationally-known speaker, she frequently presents continuing legal education courses about legal writing and contract lawyering.

Her innovative law practice has been featured in such periodicals as the National Law Journal and the ABA Journal, and in a number of books about legal careers.

T

DAY 2 - 4/25/12 TECHTRAK

46

9:30 – 10:30 A.M.

SEO for Attorneys and Law Firms This course will take the mystery out of SEO (Search Engine Optimization) and get down to its core. We will explore why it is so hard—and frustrating— to get ranked Number 1 and why it works for some and not others. If you apply your own internal SEO initiatives or work with another firm or employee on SEO, this is a session you won’t want to miss. You’ll learn valuable tricks and tools to use as a solid foundation to navigate your SEO strategy.

Facilitator: Dan Carbone Dan Carbone, previously the owner of SyncShow Interactive, merged his company with IdeaEngine in July

2006, and

brought

the

awesome

SyncShow® CMS to Syncshow Interactive. As the leader of Syncshow Interactive’s technology initiatives,

Dan

oversees

everything

from

SEO and SEM strategies to online security, interactive media, and content management.

Most importantly, of course, he helps the technology team implement cuttingedge technologies in website development. Prior to forming IdeaEngine, Dan was employed by a subsidiary of Ernst & Young, where he was the technology lead for a group of more than 20 developers in the firm’s business education, learning, and development segment. Dan is also a skilled programmer in HTML, JAVA, PHP, ASP, JavaScript, XPATH, XSLT, Action Scripting, PERL and XML.

T

DAY 2 - 4/25/12

TECHTRAK

47

9:45 – 11:30 A.M.

Finding the Smoking Gun – eDiscovery Update The explosive growth in eDiscovery continues and it has now reached the point, in many cases, where both routine evidence and smoking guns are digital. This session will cover the basics of eDiscovery, including the nature of digital data, litigation holds, protecting privilege and how to request and produce digital data.

It will explore current hot topics like cooperation sanctions, proportionality, discovery in the cloud, and search and retrieval tools.

Facilitator: David Ries David Ries focuses his practice in the areas of environmental, commercial and technology litigation. He has used computers in his practice since the early 1980s and chairs his firm’s eDiscovery and Records Management Group.

David has frequently lectured and written for legal, educational, and professional groups. His practice addresses issues such as information security and privacy, environmental site remediation, challenges to penalties, admissibility of expert opinions, eDiscovery and environmental forensics. He has bachelor’s and law degrees from Boston College.

T

DAY 2 - 4/25/12 TECHTRAK

48

10:30 - 11:30 A.M.

60 Essential iPad Apps for Lawyers The iPad continues to infiltrate the legal profession because they look great and are so easy to use. They’re great for playing Angry Birds, but they’re also becoming bona-fide productivity tools. In this session we’ll cover the most important apps that every lawyer should have on their iPad including document viewers, PDF annotators, book readers, word processing tools, document storage, legal research, presentation helpers, note-taking and more!

Facilitators: Brett Burney and Tom Lambotte Brett Burney is principal of Burney Consultants LLC, and focuses his time on bridging the chasm between the legal and technology frontiers of electronic discovery. Brett is also very active in the Mac-using lawyer community, working with law firms who desire to integrate Mac and iOS devices into their practice. Prior to establishing Burney Consultants LLC, Brett spent over five years at the law firm of Thompson Hine LLP where he worked with litigation teams in building document databases, counseling on electronic discovery issues, and supporting them at trial. Brett is a frequent contributor to Law.com and speaks around the country on litigation support, eDiscovery and Mac-related topics.

Tom Lambotte saw the need for an Apple Consultant to specialize in the legal field four years ago. Since then, his company, GlobalMac IT Consulting, has worked with solo attorneys and small law firms in close to 20 states, providing comprehensive consulting; everything from full PC to Mac conversions, to Daylite and Billings Pro implementation and training, to Managed Services, which allows law firms to fully outsource their IT and focus on running their business.

Tom is one of the Top 10 Daylite Master Partners, Billings Pro certified, co-founded the DayliteLawOffice Google group, and is an active contributor to the Mac-In-Law-Office community.

T

DAY 2 - 4/25/12

TECHTRAK

49

12:30 - 4 P.M.

Smartphones and Tablets: Android, iPhone and Blackberry Shoot-Out! Use of Smartphones and tablet computers are one area of technology where attorneys are ahead of the curve, with a large percentage of users.

They provide great benefits, but also present great risk, particularly in security and confidentiality. There is a blinding array of smartphones and tablets to choose from (operating systems, manufacturers, models, etc.).

This session will explore selection and use of smartphones and tablets for attorneys, including a comparison of available features and apps. It will also cover what you need to know to ethically use, secure and manage them.

Facilitators: Diane Ebersole, Joe Marquette and David Ries

Diane Ebersole is a practice management advisor for the State Bar of Michigan, chairperson of the Practice Management Advisors of North America, and chair of the ABA State and Local Bar Outreach Committee. She is a member of the ABA Careers Task Force of the Law Practice Management Section, and serves  on the board of the ABA Law Practice Magazine. Diane is a frequent speaker, presenting topics encompassing office management technology and best practices, mobile practice tools and integrated practice management applications.

Joe Marquette is the founder and president of Accellis Technology Group, a legal technology services and consulting company located in Cleveland, Ohio.

He has extensive experience in the IT field by serving as the chief technology officer for a large Internet company, vice president of consulting services for a national technology consulting firm and president of a regional technology firm.

David Ries addresses issues such as information security and privacy, environmental site remediation, challenges to penalties, admissibility of expert opinions, eDiscovery and environmental forensics. He has his bachelor’s and law degrees from Boston College.

T

DAY 2 - 4/25/12 TECHTRAK

50

12:30 – 2 P.M.

3-2-1 You’re On! Incorporating Video Into Your Online Marketing The use of video on the web is exploding, and attorneys who want to be noticed must use video as a part of their marketing toolkit. In this program, you will learn best practices for creating engaging video that encourages potential clients to pick up the phone.

Facilitators: Jennifer Ellis and Lisa Solomon Jennifer Ellis, vice president and consultant with Freedman Consulting, assists law firms with marketing, technology, the intersection of technology and ethics, client development, and teaching attorneys how to make effective use of technology to obtain better leverage and enhance profitability. She works on issues involving social media, including law firm marketing and evidence collection and preservation. Jennifer served as associate director of media technologies with the Pennsylvania Bar Institute for over 12 years.

Lisa Solomon is the author of many published articles about appellate practice and procedure, and has also written extensively about the field of contract lawyering. A nationally-known speaker, she frequently presents continuing legal education courses about legal writing and contract lawyering.

Her innovative law practice has been featured in such periodicals as the National Law Journal and the ABA Journal, and in books about legal careers.

T

DAY 2 - 4/26/12

TECHTRAK

51

12:30 - 2 P.M.

It’s All About Me: Making an Online Bio Pop The bio or “about” page is one of the most viewed pages on a lawyer’s website.

On social media, the bio or profile helps new connections or potential followers make decisions about whether or not to interact with you. Your “elevator speech” is your spoken bio and it can make or break a new relationship with a potential client or referral source. But despite its importance, the bio is an often overlooked marketing tool and many lawyers give it short shrift. In this session, you’ll learn the elements of a good bio and how to tailor that bio to the particular platform, whether it is your website, a social media profile, or your spoken introduction.

Learn the common mistakes lawyers make when creating their bio and how you can avoid them.

Facilitators: Chad E. Burton and Allison C. Shields Chad E. Burton regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues. Chad has a bachelor’s degree in political science from Miami University and a law degree from Case Western Reserve University. He is a Dayton Business Journal’s Forty Under 40 recipient, has received the Community Service Award for Lawyers Under 40 by the Ohio State Bar Foundation, and has been named as a Rising Star in Ohio Super Lawyer Magazine.

Allison C. Shields, president of Legal Ease Consulting, Inc., provides productivity, practice management, marketing, business development coaching and consulting services for lawyers and law firms. A sought-after author and lecturer, her website, “Lawyer Meltdown”, provides resources and information for lawyers about managing and building their practices. Allison is the co-author, with Dennis Kennedy, of “LinkedIn in One Hour for Lawyers”, recently released by the American Bar Association’s Law Practice Management section.

T

DAY 2 - 4/25/12 TECHTRAK

52

2:15 - 4 P.M.

Managing Your Practice on a Mac Using a Mac in the practice of law is a reality for an increasing number of lawyers today. In this session we look at the applications that are available for managing a busy practice using your MacBook, Lawstream, DayLite, Things Mac, LibreOffice and Microsoft Office for the Mac and other utilities. Tools and applications are covered along with cloud-based services.

Facilitators: David J. Bilinsky, Brett Burney and Tom Lambotte

David J. Bilinsky empowers lawyers to anticipate the changes, realize the opportunities, face the challenges and embrace expanding possibilities of the application of practice management concepts to the practice of law in innovative ways that provide service excellence. He writes regularly for publications in the USA and Canada including being a core contributor to the awardwinning blog www.slaw.ca as well as his own blog: www.thoughtfullaw.com.

Brett Burney is very active in the Mac-using lawyer community, working with law firms who desire to integrate Mac and iOS devices into their practice.

Prior to establishing Burney Consultants LLC, Brett spent over five years at the law firm of Thompson Hine LLP where he worked with litigation teams in building document databases, counseling on electronic discovery issues, and supporting them at trial. Brett is a frequent contributor to Law.com and speaks around the country on litigation support, eDiscovery and Mac-related topics.

Tom Lambotte and his company, GlobalMac IT Consulting, has worked with solo attorneys and small law firms in close to 20 states, providing comprehensive consulting; from full PC to Mac conversions, to Daylite and Billings Pro implementation and training, to Managed Services, which allows law firms to fully outsource their IT and focus on running their business. Tom is one of the Top 10 Daylite Master Partners, Billings Pro certified, co-founded the DayliteLawOffice Google group, and is an active contributor to the Mac-In-Law-Office community.

T

DAY 2 - 4/25/12

TECHTRAK

53

2:15 - 4 P.M.

Collaboration and Mind Mapping Learn how the use of collaboration and mind mapping tools can enable lawyers to leverage synergy of ideas and legal talent on behalf of their clients. Collaboration tools can facilitate lawyers working together whether down the hall or across the state. Mind mapping tools can help lawyers grasp the organization of their ideas, whether they are working on drafting their brief, crafting their opinion letter or developing their closing argument. Like brainstorming? You’ll love collaborating and mind mapping! Come learn how technology can make it easier.

Facilitators: Chad E. Burton and Gwynne Monahan Chad E. Burton founded Burton Law, a virtual law firm model which is growing beyond its Ohio roots. Chad regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues. He has served on the Council of Delegates for the Ohio Bar Association, Dayton Bar Association board, Unified Health Solutions board and Leadership Circle for the United Way of Dayton. Chad has a bachelor’s degree in political science from Miami University and a law degree from Case Western Reserve University.

Gwynne Monahan is best known by her Twitter handle, @econwriter5. She earned her Master of Sciences degree in Information Technology and Privacy Law from The John Marshall Law School in Chicago, Illinois, and turned a class project on open source for lawyers into a consulting business.

She has authored several articles on open source and social media for lawyers and spoken to such groups as the Chicago Bar Association. A privacy and open source advocate, she is currently the editor of the award-winning blog “Small Firm Innovation”, and Communications Manager at Clio.

T

DAY 3 - 4/26/12 TECHTRAK

54

8 - 9:45 A.M.

Mac Power Users If you are a Mac user and a geek, this session will be a dream. Everybody loves a good tip, and this session aims to blow your mind with spotlight hacks, keyboard shortcuts, automator workflows, dock adjustments, finder fixes, mail and iCal tricks, system preference tweaks, and much, much more. The panelists will share their seriously geeky workflows and describe the tools and utilities that keep them clicking throughout the workday. This session is for any Mac-user (novice or pro) who wants to learn the hidden tricks for getting more out of your Mac.

Facilitators: Brett Burney and Chad E. Burton Brett Burney, a principal in Burney Consultants LLC, is active in the Mac-using lawyer community, working with law firms who want to integrate Mac and iOS devices into their practice. Prior to establishing Burney Consultants, Brett spent five years at Thompson Hine LLP where he worked with litigation teams in building document databases, counseling on electronic discovery issues, and supporting them at trial. Brett is a frequent contributor to Law.com and speaks around the country on litigation support, eDiscovery and Mac-related topics.

Chad E. Burton started his legal career in the big law firm world before he created a solo practice.

His interest in technology and law practice management sparked the concept of Burton Law, a virtual law firm model, which is growing beyond its Ohio roots. Chad regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues. He is a Dayton Business Journal’s Forty Under 40 recipient, has received the Community Service Award for Lawyers Under 40 by the Ohio State Bar Foundation and was named as a Rising Star in Ohio Super Lawyer Magazine.

T

DAY 3 - 4/26/12

TECHTRAK

55

8 - 9:45 A.M.

Virtual Attorney: How to Be Everywhere and Nowhere at the Same Time A look at the trends, technology and cultural challenges driving the stay anywhere but the office attorney. From virtual desktop tools, cloud services, and the techniques to keep it all secure while delivering great service to your clients, this is the primer for getting started on the road to the virtual practice.

Facilitator: Lincoln Mead Lincoln Mead is the first IT Director for the Utah State Bar. He has developed the Bar’s website and several iterations, implemented a program to assist members of the Bar for getting answers to technology questions, and has helped arrange for technology partnerships for the member benefits program such as online CLE, Casemaker, and the web based e-filing site efiling.utahbar.org. He is currently working with the Utah district courts to help provide information to Utah attorneys and legal professionals on the new e-filing system and in the creation of a new Bar website. He continues to create interactive communications tools for Bar sections and working with the courts and state offices to help get technology tools and information to members of the Bar and the public. He is a frequent speaker at the ABA Techshow and provides technology and practice management based CLE programs to members of the Utah State Bar and other bars around the country.

T

DAY 3 - 4/26/12 TECHTRAK

56

8 - 9:45 A.M.

Using Video and Photography in a Law Practice We live and practice in an increasingly visual age yet lawyers strive to pile words upon words, rather than making the inherent power of visual imagery part of their persuasive arsenal. This session will explore how to integrate digital photography and videography into a modern litigation practice. The presentation will also examine technical photographic issues that bear upon accurate portrayal of subject matter, authentication of photographs, and making photographic exhibits for the court room. We’ll recommend specific digital camera and printer hardware and software that’s cost-effective and capable of high image quality.

Facilitator: Joseph L. Kashi Joseph L. Kashi practices law in Soldotna, Alaska. Since 1990, he has frequently written and presented a wide range of legal technology topics for the American Bar Association and many state bars. Case studies of his law office’s use of legal technology have been featured on Lexis-Nexis and Adobe web sites. He received his bachelor’s and master’s of science degrees from the Massachusetts Institute of Technology in 1973 and law degree from Georgetown University in 1976.

T

DAY 3 - 4/26/12 TECHTRAK

57

10 - 11:30 A.M.

Pushing Your PCs to Power Your Practice Unlock the hidden law practice power of your Windows systems. We’ll explore the right PC configurations for your desktop and laptop systems, the secrets of smartest PC shopping, Windows 7 legal power tips from how to best work with multiple displays to the most lawyer-friendly desktop organization, widgets to put information at your fingertips and the best approaches to protecting confidential information with built-in Windows tools. We’ll also explore how to connect two or three Windows computers to share storage and other resources. Get the scoop on the pro’s list of Windows utilities to keep your system safe, secure and running smoothly. And yes, we’ll even explore using “secret” Windows power keystrokes!

Facilitator: Ross Kodner Ross Kodner is president and founder of MicroLaw, Inc., a Milwaukee legal technology consultancy and turnkey legal automation system provider. He developed The Paper LESS Office™, a revolutionary common-sense approach toward managing paper in a law practice. He has done presentations on this topic at more than 150 state and national bar association events across North America and Asia. MicroLaw.com, Ross’ company’s website, is one of the world’s largest repositories of online legal technology CLE materials and articles.

T

DAY 3 - 4/26/12 TECHTRAK

58

10 - 11:30 A.M.

The Open Source Law Firm Open source in law firms? Huh? As the legal industry catches up on technology with the rest of the world, more and more lawyers are utilizing open source solutions in their practices. These resources tend to be cost effective (actually, free). The presentation will introduce the concept and background of open source. Many solutions exist that will be addressed to show how lawyers can advance their practices.

Facilitators: Chad E. Burton and Gwynne Monahan Chad E. Burton started his legal career in the big law firm world before he created a solo practice.

His interest in technology and law practice management sparked the concept of Burton Law, a virtual law firm model, which is growing beyond its Ohio roots. Chad regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues.

Gwynne Monahan is best known by her Twitter handle, @econwriter5. She earned her Master of Sciences degree in Information Technology and Privacy Law from The John Marshall Law School in Chicago, Illinois, and worked to turn a class project on open source for lawyers into a consulting business. She has authored several articles on open source and social media for lawyers and spoken to such groups as the Chicago Bar Association.

A privacy and open source advocate, she is currently the editor of the awardwinning blog “Small Firm Innovation�, and Communications Manager at Clio.

T

DAY 3 - 4/26/12 TECHTRAK

59

10 - 11:30 A.M.

Strategic Technology Planning From the web to RSS feeds to Twitter to the ABA’s LTRC, PMAs, magazines such as Law Practice and Law Practice Today and others - there is a flood of information on new technologies for lawyers. Just how do you keep up with the flow and how do you decide what to implement and why? How do you build a technology strategic plan for your firm? How do you incorporate these new technologies once you decide on them? Lastly how do you deal with the dinosaurs in your firm? This is a session on the management of change!

Facilitators: Brett Burney and Diane Ebersole Brett Burney, a principal in Burney Consultants LLC, is active in the Mac-using lawyer community, working with law firms who want to integrate Mac and iOS devices into their practice. Prior to establishing Burney Consultants, Brett spent five years at Thompson Hine LLP where he worked with litigation teams in building document databases, counseling on electronic discovery issues, and supporting them at trial. Brett is a frequent contributor to Law.com and speaks around the country on litigation support, eDiscovery and Mac-related topics.

Diane Ebersole, a practice management advisor for the State Bar of Michigan, is the chairperson of the Practice Management Advisors of North America, and chair of the ABA State and Local Bar Outreach Committee, a member of the ABA Careers Task Force of the Law Practice Management Section, and serves on the board of the ABA Law Practice Magazine. She presents topics encompassing office management technology and best practices, mobile practice tools and integrated practice management applications.

T

DAY 3 - 4/26/12 TECHTRAK

60

12:30 - 2 P.M.

Time, Billing and Accounting Tips and Tricks A truly successful law practice is also a profitable one. You don’t have to wince when thinking about getting your bills out the door, and your money in. This fast-paced session will provide you with practical tips, tricks and techniques that will allow you to better manage, capture, enter, charge and collect for your valuable and limited time every day.

Facilitator: Ellen Freedman Ellen Freedman is founder and president of Freedman Consulting, a firm she launched after managing law firms for 20 years. She assists Pennsylvania law firms with strategic planning, retreat

facilitation,

practice

management

audits, human resources, marketing and client development, profitability technology,

financial

management

enhancement, and

project

and

compensation,

management.

Ellen

holds the designation of Certified Legal Manager through the Association of Legal Administrators (ALA), one of the first 20 in the nation to have achieved this designation. She holds a certification in computer programming from Maxwell Institute, a certification in website design and a bachelor’s degree from Temple University.

T

DAY 3 - 4/26/12 TECHTRAK

61

12:30 - 2 P.M.

Successful Paperless Transitions Joe and Ross will extend the information presented in the earlier Paperless/Paper LESS session and focus on how to successfully make this all-important transition.

Explore the psychology of dealing with the irrational fear of de-emphasizing paper; the idea that people can still have all the paper they want, when it makes sense to use it; transitioning reliance on a primarily paper system to a primarily electronic system; using a document/email management system as part of a Paper LESS move; and how to get people to comply with logical file-naming conventions.

Facilitators: Joseph L. Kashi and Ross Kodner Joseph L. Kashi practices law in Soldotna, Alaska.

Since 1990, he has written and presented a wide range of legal technology topics for the American Bar Association and many state bars. Case studies of his law office’s use of legal technology have been featured on Lexis-Nexis and Adobe web sites. He received his bachelor’s and master’s of science degrees from the Massachusetts Institute of Technology in 1973 and his law degree from Georgetown University in 1976.

Ross

Kodner is president and founder of

MicroLaw, Inc., a Milwaukee legal technology consultancy

and

turnkey

legal

automation

system provider. He developed The Paper LESS Office™, a revolutionary common-sense approach toward managing paper in a law practice. He has done presentations on this topic at more than 150 state and national bar association events in North America and Asia. MicroLaw.com, Ross’ company’s website, has become one of the world’s largest repositories of online legal technology CLE materials and articles. He received his law degree from Marquette University.

T

DAY 3 - 4/26/12 TECHTRAK

62

12:30 - 2 P.M.

Reaching Higher: Best Practices in Cloud Technology Don’t be scared of the cloud. Seriously. It is not some amorphous concept that sends lawyers running to their malpractice carriers in fear. That said, like any use of technology or practice management tools, lawyers need to use their head and become informed. The presentation will explain the concept of cloud-based technology. Best practices will be addressed for selecting cloud-based tools and providers, along with ethics issues lawyers should identify.

Facilitators: Chad E. Burton and Lincoln Mead Chad E. Burton started his legal career in the big law firm world before he created a solo practice. His interest in technology and law practice management sparked the concept of Burton Law, a virtual law firm model, which is growing beyond its Ohio roots.

Chad regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues. He is a Dayton Business Journal’s Forty Under 40 recipient and has received the Community Service Award for Lawyers Under 40 by the Ohio State Bar Foundation. He was named as a Rising Star in Ohio Super Lawyer Magazine.

Lincoln Mead developed the Utah Bar’s website and has seen it through several iterations. He implemented a program to assist members of the Bar for getting answers to technology questions and helps in arranging for technology partnerships for the member benefits program such as online CLE, Casemaker, and the web based e-filing site efiling.utahbar.org.

He is a frequent speaker at the ABA Techshow and provides technology and practice managementbased CLE programs to members of the Utah State Bar and other bars around the country.

T

DAY 3 - 4/26/12 TECHTRAK

63

2:15 - 4 P.M.

Managing Change and Adoption of Technologies Ray Kurzweil stated, “An analysis of the history of technology shows that technological change is exponential, contrary to the common-sense ‘intuitive linear’ view. So we won’t experience 100 years of progress in the 21st century—it will be more like 20,000 years of progress (at today’s rate).” Accordingly managing change in a law office will be a major issue facing all lawyers in the near future. We will examine strategies for adapting how you now practice law to take maximum advantage of imaging technology. We will also propose best practices in moving your practice from an analogue (paper) orientation to a digital one.

Facilitators: Dave J. Bilinsky and Joseph L. Kashi David J. Bilinsky is a practice management consultant and lawyer for the Law Society of British Columbia, and is an adjunct professor at Simon Fraser University teaching an online graduate-level course in the Applied Legal Studies program. His mission in life is to empower lawyers to anticipate the changes, realize the opportunities, face the challenges and embrace the expanding possibilities of the application of practice management concepts to the practice of law in innovative ways that provide service excellence. He writes regularly for publications in the USA and Canada including being a core contributor to the award-winning blog www.slaw.ca and his own blog, www.thoughtfullaw.com.

Joseph L. Kashi has frequently written and presented a wide range of legal technology topics for the American Bar Association and many state bars. Case studies of his law office’s use of legal technology have been featured on Lexis-Nexis and Adobe web sites. He received his bachelor’s and master’s degrees from the Massachusetts Institute of Technology and his law degree from Georgetown University in 1976.

T

DAY 3 - 4/26/12

TECHTRAK

64

2:15 - 4 P.M.

60 Sites and Apps in 60+ Minutes Wait, don’t rush out the doors just yet! This final session will give you a whirlwind tour of the websites and apps to help every attorney keep up-to-date, organized, and amused.

Facilitators: Jennifer Ellis, Ellen Freedman and Ross Kodner

Jennifer Ellis, vice president and consultant with Freedman Consulting, assists law firms with a full range of issues, including consulting in marketing, technology, the intersection of technology and ethics, client development, and teaching attorneys how to make effective use of technology to obtain better leverage and enhance profitability. She spends a substantial amount of time on issues involving social media, including law firm marketing and evidence collection and preservation.

Ellen Freedman is president of Freedman Consulting, which she founded after managing law firms for 20 years. She assists Pennsylvania law firms with strategic planning, retreat facilitation, practice management audits, human resources, marketing and client development, financial management and profitability enhancement, compensation, technology, and project management.

Ross Kodner is president and founder of MicroLaw, Inc., a Milwaukee legal technology consultancy and turnkey legal automation system provider. He developed The Paper LESS Office™, a revolutionary common-sense approach toward managing paper in a law practice. He has done presentations on this topic at more than 150 state and national bar association events across North America and Asia. MicroLaw.com, Ross’ company’s website, has become one of the world’s largest repositories of online legal technology CLE materials and articles.

T

DAY 3 - 4/26/12

TECHTRAK

65

2:15 - 4 P.M.

60 Cloud-Based Applications for Your Practice Cloud applications, accessible from anywhere that you have Internet connectivity, are everywhere. This session will look at cloud-based law practice management systems; document collaboration; management and storage platforms; secure document and information exchange services; secure email networks; digital dictation services; billing/timekeeping services; and email marketing services.

Facilitators: Richard Ferguson and Lisa Solomon Richard Ferguson, a lawyer of more than 30 years, has successfully represented his clients before all courts in Alberta, and has broad experience in business and commercial law. Richard is a frequent speaker in the law practice management and technology areas and he has been an advisor for developments at Edmonton’s City Hall. In 2003 Richard received the Patricia Cook Award for Arts Advocacy from the Alberta Choral Federation. In 2009 Richard was inducted as a fellow of the College of Law Practice Management in recognition of his volunteer efforts to promote law practice management and technology in law firms.

Lisa Solomon is the author of many published articles about appellate practice and procedure, and has also written extensively about the field of contract lawyering. A nationally-known speaker, she frequently presents continuing legal education courses about legal writing and contract lawyering. Her innovative law practice has been featured in such periodicals as the National Law Journal and the ABA Journal, and in a number of books about legal careers.

CLE Summit media sponsor:

www.corporatecollege.com/cle

Warrensville Heights, OH 44128

4400 Richmond Road

Corporate College East

T

TECHTRAK

66