Solo & Small Firm Practice Institute Series: A Balancing Act: Technology Tips and Maximizing Your Profit

March 31, 2017
8:00 a.m. – 5:10 p.m.
6.25 MCLE hours, including 6.25 approved Professional Responsibility MCLE credit hours
Co-sponsored by ISBA Mutual Insurance Company

Moline
iWireless Center
1201 River Drive
(map and directions)


ISBA Solo & Small Firm Practice Institute Series
A Balancing Act: Technology Tips and Maximizing Your Profit

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


Get the technology tips you need to maximize your profits with this full-day seminar. Topics include:

  • How to build a successful marketing plan for your practice;
  • How to maintain a paperless office by redefining your everyday workflow;
  • How to protect your data and your client’s information;
  • The potential billing and collections issues that may arise in your practice;
  • How to deal with the stresses of the profession;
  • How to run your practice like a business and build a reliable business plan;
  • How setting up a succession plan can protect your practice;
  • Using the cloud in your practice;
  • How to manage social media accounts; and
  • Understanding your firm’s finances.


Program Moderator:
Howard Zimmerle, Warner & Zimmerle, Rock Island

 

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 – 9:15 a.m.  Building a Marketing Plan for Your Practice*
Learn how to build a successful marketing plan for your practice with this informative presentation. Topics include: advertising; branding; social media; and management options.
Randy Jacobs, TAG, Iowa
Natalie Murray, TAG, Iowa
Howard Zimmerle, Warner & Zimmerle, Rock Island

9:15 – 10:00 a.m.  The Paperless Office – Digital Workflows That Work*
Setting up a digital (paperless) office only requires buying some hardware and software, but successfully maintaining a paperless office requires redefining your everyday workflows. This session discusses workflows that allow your office to transfer from a paper-based office to a truly digital office. Learn the steps needed to help you truly be victorious in your paperless quest.
Bryan M. Sims, Sims Law Firm Ltd., Naperville

10:00 – 10:15 a.m.  Break with Exhibitors (Refreshments provided)
Sponsored by
The Bar Plan Surety & Fidelity Company

10:15 – 11:00 a.m.  Security in Your Practice*
Learn how to protect your data and clients with this segment, including: how to use the cloud and mobile technology effectively and securely; what to do if things go wrong such as how to reach out to clients; and hardware backup considerations.
Nerino J. Petro, The Erickson Group, Belvidere
Bryan M. Sims, Sims Law Firm Ltd., Naperville

11:00 – 11:30 a.m.  A Step by Step Guide to Developing a Succession Plan for Your Practice*
This segment provides simple steps to follow as you prepare to walk out the door of your practice.  Topics include: why succession planning is critical and how succession planning also helps you prepare for emergencies. A sample succession plan is provided.
John H. Maville, Law Offices of John H. Maville, Belvidere, IL

11:30 a.m. – 12:00 p.m.  Billing and Collections*
Don’t miss this in-depth look at potential billing and collections issues that may arise in your practice, as well as how to delegate properly to staff; the processes and safeguards you should take in billing; docketing and collecting issues; and the ethical concerns you need to consider.
J. Brick Van Der Snick, Van Der Snick Law Firm Ltd., St. Charles

12:00 – 1:00 p.m.  Lunch and Special Guests (No MCLE credit)
Sponsored by
Attorneys' Title Guaranty Fund, Inc. and Life’s Plan Inc. Pooled Trust Services

  • 12:00 – 12:25 p.m.     Lunch Served (Provided)
  • 12:25 - 12:30 p.m.      Attorneys’ Title Guaranty Fund, Inc.
  • 12:30 – 12:35 p.m.     Illinois Bar Foundation  
  • 12:35 – 12:40 p.m.     ISBA Mutual
  • 12:40 - 12:45 p.m.      Life's Plan Inc. Pooled Trust Services
  • 12:45 – 1:00 p.m.       Future of the Legal Profession: Key Highlights from the ABA and Other Task Force Reports
    Hon. Thomas Kilbride, Justice, Illinois Supreme Court, Rock Island

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

  • DIY Physio for Stress Reduction; or
  • Guided Walk Along the River (weather permitting)

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: Build it and the Profit Will Come: Steps to Building Your Business Plan*
Your law firm is a business and should be run as such. Building a sound business plan requires eight key elements: 1) One, five, and ten-year goal setting; 2) the leader function; 3) the management structure of the firm; 4) employment policies; 5) marketing and lead generation; 6) lead conversion; 7) client fulfillment and satisfaction; and 8) firm culture. Each of these elements are discussed during this session, as well as the critically important aspect of creating the right firm culture.
Kerry M. Lavelle, Lavelle Law Ltd., Palatine

2:30 – 2:50 p.m.  Break with Exhibitors (Refreshments provided)
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:

  • Succession Planning
    Kerry M. Lavelle, Lavelle Law Ltd., Palatine
  • Topic- Excel
    Bryan M. Sims, Sims Law Firm Ltd., Naperville
  • Using the Cloud in Your Practice
    Nerino J. Petro, The Erickson Group, Belvidere
  • Managing Firm Finances
    J. Brick Van Der Snick, Van Der Snick Law Firm Ltd., St. Charles
  • Managing Social Media Accounts
    Randy Jacobs, TAG, Iowa
    Natalie Murray, TAG, Iowa

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 Managing Your Practice and Your Life*
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. Don’t miss this supercharged summary of the best ideas from throughout the day!
Moderator: Annemarie E. Kill, Avery Camerlingo & Kill LLC, Chicago
Randy Jacobs, TAG, Iowa
Kerry M. Lavelle, Lavelle Law Ltd., Palatine
Natalie Murray, TAG, Iowa
Nerino J. Petro, The Erickson Group, Belvidere
Bryan M. Sims, Sims Law Firm Ltd., Naperville
J. Brick Van Der Snick, Van Der Snick Law Firm Ltd., St. Charles