Solo & Small Firm Practice Institute Series: A Balancing Act: Technology and Practice Management Solutions

September 30, 2016
8:00 a.m. – 5:10 p.m.
6.25 MCLE hours, including 6.25 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Co-sponsored by ISBA Mutual Insurance Company

Springfield
President Abraham Lincoln Hotel – A DoubleTree by Hilton
701 E. Adams Street
(map and directions)


ISBA Solo & Small Firm Practice Institute Series
A Balancing Act: Technology and Practice Management Solutions

Presented by the Illinois State Bar Association
Sponsored by ISBA Mutual Insurance Company


 

As any solo or small firm lawyer can attest, there are two parts to running a practice: the client part and the practice management part. Paying more attention to one part over the other creates an imbalance that can cost you a reference, ruin your reputation, or worse, land you in hot-water. Join us for this full day seminar that offers you the information and advice you need to successfully run the practice management part of your career, including:

  • What you need to know to use technology in the litigation environment;
  • How to manage the life of your practice from start to finish;
  • How to avoid buying new software by using what you already have;
  • Whether or not practice management software is right for you;
  • How to ensure the success of your practice through regular maintenance;
  • How to deal with the stresses of the profession;
  • How to keep good clients and avoid bad ones;
  • How to successfully use Excel, Adobe, and geographical information systems in your practice;
  • How to handle the intergenerational workplace; and
  • Much more!


Program Moderators:
J. Randall Cox
, Feldman Wasser, Springfield
Barbara L. Delanois, Davis and Delanois P.C., Danville
Annemarie E. Kill, Avery Camerlingo & Kill LLC, Chicago

 

Agenda

8:00 a.m.  Continental Breakfast
Sponsored by the Bar Plan Surety & Fidelity Company

8:15 – 8:30 a.m. Welcome and Introductions

8:30 – 9:00 a.m.  Honing Your Technology Skills for Use in Litigation*
The use of technology in the litigation environment has become common practice, and for your practice to succeed, it’s important that you stay up-to-date. Sharpen your technology skills with this informative presentation that shows you how you can use technology in your next litigation case.
Timothy J. Ting, Jackson County Public Defender's Office, Murphysboro

9:00 – 9:45 a.m.  Managing the Life of Your Practice*
Like all things, there is a life-cycle for your practice – from hanging out your shingle, to expanding your practice and building your client-base, to hanging up your hat and retiring someplace warm. This segment gives you the tips and advice you need to manage the life of your practice, including: how to buy a practice; how to successfully transition to your new practice; how to use referral fees and other options as you transition out of practice; how to plan for an emergency, including who will take care of your cases while you’re away; and how to see the big picture by establishing a succession plan.
John H. Maville, Law Offices of John H Maville, Belvidere
Peter R. Olson, Chicago Family Law Group LLC, Chicago

9:45 – 10:00 a.m.  Break with Exhibitors (Refreshments provided)
Visit with exhibitors during the break and complete the Exhibitor Game Card for your chance to win a Fitbit Blaze Smart Fitness Watch.
Sponsored by the Bar Plan Surety & Fidelity Company

10:00 – 10:45 a.m. Top 10 Ways to Use the Software You Already Have*
Technology is expensive, but there are ways to save money. Join us for an in-depth look at how you can utilize the software you already have, instead of buying more.
Bryan M. Sims, Sims Law Firm Ltd, Naperville

10:45 – 11:15 a.m.  To Practice Management Software or Not to Practice Management Software: Options Explored*
This presentation offers a variety of perspectives on practice management software, including how each speaker determined which software to use to manage their practice (if any), as well as the pros and cons of their practice management software choices. Clio, Smokeball, and other options are discussed.
Moderator: Annemarie E. Kill, Avery Camerlingo & Kill LLC, Chicago
Gina A. DeBoni, Romanucci & Blandin LLC, Chicago

Nicole R. Sartori, McAdams & Sartori LLC, Yorkville
Jared L.Trigg, Acton & Snyder LLP, Danville

11:15 a.m. – 12:00 p.m.  Your Law Firm Tune Up: Organizing and Managing your Firm*
As drivers, we subject our vehicles to the occasional tune-up as a way to ensure that everything is working correctly, to maximize our gas mileage, and to increase the life of our car. Doesn’t it seem only natural that we should do the same for our law firm? Don’t miss this discussion on how to give your law practice a much-needed tune-up to ensure its functionality, relevance, and longevity. Topics include: your choice of business entity in forming the firm; best practices in partnership agreements; operating agreements; handling tax returns; credit cards; and more.
Eugene W. Policastri, Policastri Law Firm LLC, Maryland

12:00 – 1:00 p.m.  Lunch and Special Guests (No MCLE credit)

  • 12:00 – 12:30 p.m.     Lunch Served (Provided)
  • 12:30 – 12:35 p.m.     Illinois Bar Foundation  
  • 12:35 – 12:45 p.m.     ISBA Mutual
  • 12:45 – 1:00 p.m.       Coping with the Stresses of the Profession
    Hon. Sue E. Myerscough, U.S District Court, Central District of Illinois, Springfield
     

1:00 – 1:15 p.m. Healthy Fitness Break (No MCLE credit)

  • Stress Reduction Stretching for The Office
    Cheryl L. Chiapetto, Juice Plus – Whole Foods Nutrition, Springfield

or

  • Walk to Nearby Lincoln Sites (Weather Permitting)
    Ben Belzer, Illinois Supreme Court Historic Preservation Commission, Springfield

1:15 – 1:30 p.m.  Break with Exhibitors (Refreshments provided)
Visit with exhibitors during the break and complete the Exhibitor Game Card for your chance to win Fitbit Blaze Smart Fitness Watch.

1:30 – 2:30 p.m.  Featured Speaker: Client Management –– How to Keep the Good Clients and Let Go of the Bad*
Without clients, your law practice wouldn’t survive, so it should go without saying that any client is a good client. But that just isn’t true. This informative session examines how to attract (and keep!) the good client, while spotting (and avoiding!) the bad.
Michael P. Downey, Downey Law Group LLC, St. Louis

2:30 – 2:50 p.m.  Break with Exhibitors (Refreshments provided)
Visit with exhibitors during the break and complete the Exhibitor Game Card for your chance to win Fitbit Blaze Smart Fitness Watch. Complimentary beer and wine will be served.

2:50 - 3:50 p.m.  Best Practices Rapid Fire Table Clinics*
Capture some of the best ideas to incorporate into your practice during this lightning-round session. Speakers on a variety of topics are assigned to tables where they share their top practice tips and answer your specific questions on those topics. Select three of the topics below and switch tables every 20 minutes  to get the most out of this fast-paced fun segment! Topics include:

  • The Intergenerational Workplace
    Mark C. Palmer, IL Supreme Court Commission on Professionalism, Champaign
  • Practice Smarter, Not Harder
    Michael P. Downey, Downey Law Group LLC, St. Louis
  • Excel in Your Practice
    Bryan M. Sims, Sims Law Firm Ltd, Naperville
  • Adobe in Your Practice
    Carl R. Draper, Feldman Wasser, Springfield
  • GIS in Your Practice
    Barbara L. Delanois, Davis and Delanois P.C., Danville
  • Practice Formation Options – Choice of Business Entity/Operating Agreements, Etc.
    Eugene W. Policastri, Policastri Law Firm LLC, Maryland

3:50 – 4:10 p.m.  Break with Exhibitors (Prizes Awarded at End of Break)
Don’t miss this final break with the exhibitors! Complimentary beer and wine will be served. Be sure to turn in your completed Exhibitor Game Card to conference registration by 4:00 to be entered into the prize drawings. 

4:10 – 5:10 p.m.  The Best Of: Table Clinic Tips on Technology and Practice Management*
The program concludes with our table clinic speakers gathering together to answer the most frequently asked questions and to summarize the top tips on their topic.
Moderator: Annemarie E. Kill, Avery Camerlingo & Kill LLC, Chicago
Barbara L. Delanois, Davis and Delanois P.C., Danville
Michael P. Downey, Downey Law Group LLC, St. Louis
Carl R. Draper, Feldman Wasser, Springfield
Mark C. Palmer, IL Supreme Court Commission on Professionalism, Champaign
Eugene W. Policastri, Policastri Law Firm LLC, Maryland

 

*Professional Responsibility MCLE credit subject to approval.