Solo & Small Firm Practice Institute Series: Momentum: Protecting Your Law Firm from the Inside Out

September 15, 2017
8:00 a.m. – 5:00 p.m.
6.50 MCLE hours, including 6.50 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Co-sponsored by ISBA Mutual Insurance Company

Fairview Heights
Four Points by Sheraton
319 Fountains Pkwy
(map and directions)


ISBA Solo & Small Firm Practice Institute Series
Momentum: Protecting Your Law Firm from the Inside Out

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

Flash Drives Sponsored by Clio


Gain the momentum you need to run an efficient, competitive law practice in today’s technology-driven environment with this informative full-day seminar! Learn how to hire and fire employees, manage your data, use technology to your advantage, protect your firm, and handle any HR issues that may arise. In addition, attendees will gain a better understanding of:

  • Which iPad tools can help you make the most out of your iPad preparation and presentations;
  • How to make the most of your online research;
  • Why hiring the right employees to manage your office is so important (and what to do when a good employee goes bad);
  • How to avoid employee embezzlement through best practice office procedures;
  • The new e-filing requirements
  • Maximizing the efficiency of Illinois Bar Docs in your practice; and
  • Much more!


Program Moderators:
Luke A. Behme
, Harvey Behme & Associates P.C., Mt. Vernon
J. Randall Cox, Feldman Wasser, Springfield

 

NOTE: Your registration includes access to electronic course materials that will be sent to you via email prior to the seminar. Printed course materials may be purchased for a nomial fee via the registration page.

 

Agenda

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

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

8:30 – 9:15 a.m.  Using Ordinary Technology in Extraordinary Ways for your Practice
Get the tips and tricks you need to use technology to your greatest advantage with this educational segment. Learn how to better use Microsoft Word and PowerPoint in your practice, as well as how to conduct free online legal research, including Fastcase and various state websites.
Timothy J. Ting, Jackson County Public Defender's Office, Murphysboro

9:15 – 10:00 a.m.  iPad Tools for Trial Attorneys: TrialPad, TranscriptPad & More
The iPad is your go-to trial tool for presentation and preparation, so it’s important that you know how to use it! Join us for a look at the readily available iPad applications that can help you streamline your trial practice – both in and out of trial.
Todd N. Hendrickson, Hendrickson Law, Missouri

10:00 – 10:15 a.m.  Break with Exhibitors (beverages provided)
Sponsored by Attorney’s Title Guaranty Fund, Inc.

10:15 – 10:45 a.m.  Tips for Managing Client Data in Your Practice
This segment shows you how to better manage data in your practice – from making the most of your online searches and conducting effective document review to gathering/organizing e-discovery and using Artificial Intelligence and technology to maximize your results with minimal time spent.  Ten take-away tips for practitioners will be provided.
Joel Henry, Michael Best & Friedrich, LLP, Montana

10:45 – 11:30 a.m.  Hiring and Managing Employees
Employees are invaluable to the everyday functions of the law firm office, but it’s important that you hire the right people and manage them well. This presentation examines a number of topics including: the risks in hiring and firing; the role of background checks; using evaluations to keep an eye on employees; and what to do if employees go bad.
Ferne P. Wolf, Sowers & Wolf, LLC, Missouri

11:30 a.m. – 12:15 p.m.  Incorporating Technology in Your Practice on a Limited Budget
Jonathan Kibler, Southern Illinois Law Center, Carbondale

12:15 – 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 – 12:40 p.m.     ISBA Mutual
  • 12:40 – 12:45 p.m.     Tips for Managing Challenges of the Profession
    Mark C. Metzger, Law Office of Mark C. Metzger, Naperville

1:00 – 1:15 p.m.  Break with Exhibitors
Visit with exhibitors during the break and complete the Exhibitor Game Card for your chance to win a Neo Smartpen N2 for smartphones and tablets!

1:15 – 2:15 p.m.  Featured Speaker: Protecting Your Firm – Office and Staffing Best Practices
Learn how to protect your law firm from the inside-out with this informative segment that discusses how to avoid embezzlement by hiring right, supervising well, and having the best office procedures in place. Successfully managing your IOLTA account is also examined.
Michael P. Downey, Downey Law Group, LLC, Missouri

2:15 – 2:35 p.m.  Break with Exhibitors (refreshments provided)
Complimentary beer and wine will be served.

2:35 - 3:40 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 Top 5 Malpractice Claims and How to Avoid Them
    Andrew Murray, ISBA Mutual Insurance Company, Chicago
    Table Clinic Sponsored by the ISBA Mutual Insurance Company
  • Ethics Challenges in Your Practice and How to Respond
    Michael P. Downey, Downey Law Group, LLC, Missouri
  • Efiling
    Drew Hickey, Bolen Robinson and Ellis LLP, Decatur
  • Technology in Your Practice
    Joel Henry, Michael Best & Friedrich, LLP, Montana
  • HR Issues
    Ferne P. Wolf, Sowers & Wolf, LLC, Missouri
  • Getting the Most Out of the Technology You Already Have
    Timothy J. Ting, Jackson County Public Defender's Office, Murphysboro
  • Practice HQ: ISBA Practice Management and Tech Resources
    Timothy A. Slating, Illinois State Bar Association, Springfield
  • Topic TBD
    Jonathan Kibler, Southern Illinois Law Center, Carbondale
  • Illinois Bar Docs
    Speaker TBD

3:40 – 4:00 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. 

4:00 – 5:00 p.m.  The Best Of: Table Clinic Tips on Protecting and Managing Your Law Firm
The program concludes with our table clinic speakers gathering together to answer the most frequently asked questions and to summarize the top tips on ethical dilemmas, e-filing, HR issues, Illinois Bar Docs, and more! Don’t miss this supercharged summary of the best ideas from throughout the day!
Michael P. Downey, Downey Law Group, LLC, Missouri
Joel Henry, Michael Best & Friedrich, LLP, Montana
Drew Hickey, Bolen Robinson and Ellis LLP, Decatur
Jonathan Kibler, Southern Illinois Law Center, Carbondale
Timothy A. Slating, Illinois State Bar Association, Springfield
Timothy J. Ting, Jackson County Public Defender's Office, Murphysboro
Ferne P. Wolf, Sowers & Wolf, LLC, Missouri

 

*Professional Responsibility MCLE credit subject to approval