Continuing Legal Education

Staying Out of Trouble: Avoiding Sexual Misconduct and Mismanagement of Client Money (CHICAGO)

September 24, 2013
12:30 - 3:30 p.m.
2.75 MCLE hours, including 2.75 approved Professional Responsibility MCLE credit hours

ISBA Regional Office
20 S. Clark Street, Suite 900
(map and directions)

Don’t miss this opportunity to update your knowledge on a number of key professional conduct areas, including:

  • Trust account requirements and complying with Rule 1.5 of the Illinois Rules of Professional Conduct;
  • What to include on retainer agreements;
  • Avoiding sexual misconduct and knowing which conduct has been disciplined by the ARDC;
  • How other states define sexual misconduct; and
  • Sexual harassment in the workplace.
Please Note: Prior to the program, you will receive a weblink via email allowing you to access the course materials prior to the program. You will also receive a copy of the course materials (for no additional charge) when you arrive at the program, but will need to check the appropriate box on the registration page letting us know if you prefer a flash drive or printed course book.


Program Coordinator/Moderator:
Cheri N. Greenlee
, Cheri N Greenlee P.C., Rockford



12:30 – 1:15 p.m.  Trust Accounts: By the Book!*
This in-depth review offers a better understanding of the requirements for IOLTA and non-IOLTA trust accounts in Rule of Professional Conduct 1.5, as well as a look at the common questions and issues encountered by lawyers putting these requirements into practice.
David T. Holtermann, Lawyers Trust Fund, Chicago
Gary L. Schlesinger, Schlesinger & Strauss, LLC, Libertyville

1:15 – 2:15 p.m.  Retainer/Engagement Agreements: What You Say and What You Don’t*
Examine the Dowling case from the perspective of our informed panelists as they discuss what retainer or engagement agreements should (and shouldn’t) include.
Lloyd M. Cueto, Law Office of Lloyd M Cueto, Belleville
Tamika R. Walker, Sreenan & Cain, Rockford
David M. Wilkins, The Schindler Law Firm PC, St. Louis

2:15 – 2:30 p.m.  Break (refreshments provided)

2:30 – 3:30 p.m.  Sex: Just Don’t Do It!*
This comprehensive overview explores the various sexual conducts that have been sanctioned by the ARDC and offers advice on how to avoid getting into a potentially dangerous situation. The presentation also includes a summary of the relevant rules in all other states, which is important for attorneys licensed outside of Illinois, as well as a discussion on sexual misconduct and harassment within the workplace.
Cheri N. Greenlee, Cheri N Greenlee P.C., Rockford
Roberta L. Holzwarth, Holmstrom & Kennedy, P.C., Rockford
Bill T. Walker, Attorney at Law, Granite City