Solo & Small Firm Practice Institute Series: A Balancing Act: Maximize Your Technology with Minimized Expense

June 2, 2017
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

Naperville
NIU Conference Center
1120 E Diehl Rd.
(map and directions)


ISBA Solo & Small Firm Practice Institute Series
A Balancing Act: Maximize Your Technology with Minimized Expense

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


 

Need tips for marketing your practice or building a firm website on a limited budget? Want
how-to’s for embracing the latest technology to boost your practice? Join us in Naperville for these take-aways and more, including:

  • How to advertise cheaply;
  • How to take advantage of keyword searches in Google;
  • How to produce documents economically and securely without incurring liability or risking client confidentiality;
  • Knowing your billing software options;
  • How to use Microsoft Outlook to its fullest potential;
  • Cybersecurity issues;
  • Using social media in your practice; and
  • Much more!


Program Moderators:
J. Randall Cox
, Feldman Wasser Draper & Cox, Springfield
Diana C. Taylor, DeSanto Morgan & Taylor, Libertyville
 

Agenda

8:00 a.m.  Continental Breakfast
Sponsored by Attorneys’ Title Guaranty Fund, Inc.

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

8:30 – 9:15 a.m.  Making the Most of your [Limited] Marketing Budget
Discover how to market your firm with limited funds, including how to advertising cheaply, how to take advantage of keyword searches in Google, and how to use Facebook to grow your practice.
Andrew G. Vaughn, NuVorce LLC, Chicago

9:15 – 10:00 a.m.  Making the Most of your [Limited] Website Budget
Join us for a look at how to build and maintain your firm’s website on a tight budget. Topics include: which elements are essential to your website; what clients look for when visiting your site; the price difference between a basic and deluxe website; search result considerations (such as Google Analytics); and mobile considerations. A discussion on whether or not you should contract for services – and what you should look for in an outside website vendor – is also included.
Kurt D. Lloyd, Lloyd Law Group Ltd., Chicago
Dan Jaffe, LawLytics, Tucson, AZ

10:00 – 10:15 a.m.  Break with Exhibitors (Refreshments provided)

10:15 – 10:45 a.m.  Electronically Producing and Sharing Discovery Documents – Do’s and Don’ts
Learn how to produce documents economically and securely-without incurring liability or risking client confidentiality with this informative segment. Additional topics include: your options for cost-effective distribution; efficiently and electronically transmitting and sharing info; risk management options; how to organize your discovery; and reducing paper and expense.
Trent L. Bush, Ward Murray Pace & Johnson P.C., Sterling

10:45 – 11:30 a.m.  Billing Options for the Solo/Small Firm Attorney – Using Technology Solutions
This segment examines billing software options, including its pros/cons over paper systems; cost considerations; the efficiency of technology; things to consider regarding software changes (and what to do when your technology becomes unsupportable); transitioning to new software; and knowing when to you’ve paid enough.
Jeffrey S. Krause, Affinity Consulting Group, Ohio

11:30 a.m. – 12:00 p.m.  Making the Most of Microsoft Outlook
Microsoft Outlook was designed to organize your inbox and simplify your life – but only if you know how to use it to use it to its full capabilities. Don’t miss this in-depth look at Microsoft Outlook, including the different ways to get to Outlook (such as via exchange server or Office 365); how apps can work with each other inside Outlook; and how to unify your communications.
Bryan M. Sims, Sims Law Firm Ltd, Naperville

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
    Vincent F. Cornelius, Cornelius Law, Joliet

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

  • DIY Physio for Stress Reduction; or
  • Fitness Walk led by ISBA President Vincent Cornelius (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 a Fitbit Blaze Smart Fitness Watch.

1:30 – 2:30 p.m.  Featured Speaker – Your Legal Practice: Embracing Technology for the Future & Now
Discover how technology can help your practice now and in the future with this insightful presentation. Emerging automation in the legal sector – including robotics and its impact on the law – is also discussed.
Natalie R. Kelly, State Bar of Georgia, Atlanta

2:30 – 2:50 p.m.  Break with Exhibitors (Refreshments provided)
Complimentary beer and wine will be served.
Sponsored by Life’s Plan Inc. Pooled Trust Services and Legal Document Management, Inc.

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:

  • Trial Software on the iPad
    Bryan Sims Sims Law Firm Ltd, Naperville
  • Law Office Management and Metrics
    Natalie R. Kelly, State Bar of Georgia, Atlanta
  • Billing
    Jeffrey S. Krause, Affinity Consulting, Ohio
    Jennifer M. Ramovs , Affinity Consulting, Ohio
  • Illinois Bar Docs
    Tim Slating, Illinois State Bar Association, Springfield
  • Cybersecurity
    Ian J. Sharping, Attorney at Law, Chicago
  • Social Media in Your Practice
    Andrew G. Vaughn, NuVorce LLC, Chicago
  • E-Filing in Illinois
    Trent L. Bush, Ward Murray Pace & Johnson P.C., Sterling

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. Don’t miss this supercharged summary of the best ideas from throughout the day!
Moderator: Annemarie E. Kill, Avery Camerlingo & Kill LLC, Chicago
Natalie R. Kelly, State Bar of Georgia, Atlanta
Ian J. Sharping, Attorney at Law, Chicago
Bryan M. Sims, Sims Law Firm Ltd, Naperville
Tim Slating, Illinois State Bar Association, Springfield
Andrew G. Vaughn, NuVorce LLC, Chicago
Jeffrey S. Krause, Affinity Consulting, Ohio
Jennifer Ramvos, Affinity Consulting, Ohio
Trent L. Bush, Ward Murray Pace & Johnson P.C., Sterling

 

 

*Professional Responsibility MCLE credit subject to approval