Solo & Small Firm Practice Institute Series: Momentum: Propelling Your Practice to Prosperity

October 27, 2017
8:30 a.m. – 5:15 p.m.
6.75 MCLE hours, including 6.75 Professional Responsibility MCLE credit hours (PMCLE credit subject to approval)
Co-sponsored by ISBA Mutual Insurance Company

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


ISBA Solo & Small Firm Practice Institute Series
Momentum: Propelling Your Practice to Prosperity

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


 

Click here to register for the onsite CHICAGO program.

Click here to register for the LIVE WEBCAST.

 

Gain the momentum you need to propel your practice to prosperity with this informative full-day seminar! Learn how to run your practice with maximum profitability, hire and fire employees in your firm, maintain a virtual practice, and refer clients. In addition, attendees will gain a better understanding of:

  • Practicing on a budget for a financially-sound practice;
  • How to build your firm with the best employees possible;
  • The pros and cons of practicing virtually;
  • The risks and benefits of accepting referral fees;
  • How technology and ethics intersect; and
  • Much more!


 

 

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

7:25 – 8:45 a.m.  Complimentary Consultation with Affinity Consulting Representative
Want some dedicated time with an expert to get their advice on what you could be doing to improve the management of your practice in the areas you most need help? Be sure to reserve your space for a one-on-one 20-minute consultation with an Affinity Consulting Representative! Pre-registration required. Only open to ISBA Members who are registered for this seminar. Please contact the CLE Department at 800-525-8908 to reserve your space.

8:15 a.m.  Continental Breakfast
Sponsored by Attorney’s Title Guaranty Fund, Inc.

8:30 – 8:45 a.m.  Welcome and Introductions

8:45 – 9:15 a.m.  The Virtual Law Office
There are many pros and cons to running a virtual law office – from saving money on a brick-and-mortar office to making sure your client’s data is secure in the cloud. Join us for a look at the top tips for establishing and maintaining a virtual practice, as well as the good, the bad, and the ugly of practicing virtually.
Salvatore A. Barbatano, Attorney and Community Advocate, Michigan

9:15 – 10:15 a.m. Featured Speaker – Focused and Engaged: Taking Back Control in Your Day
Time management is really not about managing time. It is about focus and priorities. We all have the same 24 hours in each day and make daily decisions on how to use those hours. Understanding our priorities and leveraging focus is the key to really unlocking our potential. This session helps you understand your distractions, gives you the tools you need to minimize or avoid them, and helps you protect the hours you have each day to use them to your advantage.
Jennifer Ramovs, Affinity Consulting, Ohio

10:15 – 10:30 a.m.  Break with Exhibitors (beverages provided)
Sponsored by
Attorney’s Title Guaranty Fund, Inc.

10:30 – 11:15 a.m.  The Economics of Managing Your Own Law Practice
Learn how to run your practice in a way that maximizes profitability with this informative session that draws upon the speaker’s personal experience in a number of key office management areas, including: business entity choices, budgeting, and lines of credit considerations. Other financial aspects of running your own firm, bills, and client retainer agreements are also discussed.
Juliet E. Boyd, Boyd & Kummer LLC, Chicago

11:15 a.m. – 12:15 p.m.  Effectively and Ethically Making Client Referrals
You receive an inquiry from a personal injury client but you don’t practice in that area – what do you do and which questions do you ask? Do you refer the case to another attorney and receive a referral fee? If so, what ethical rules apply? Are there risks to accepting a fee and is the referral fee interest legally sufficient? Get the answers to these and more with this informative discussion on how to effectively and ethically make client referrals. Topics include: the relationship between the referral and referring attorney; how to navigate the ethical rules that apply to referral fee arrangements; the strategies for asking for (and the risks of accepting) referral fees; the technical and ethical requirements needed to perfect a referral fee interest; and much more!
Daniel M. Breen, Breen Goril Law, Chicago

12:15 – 1:00 p.m.  Lunch and Special Guests (No MCLE credit)

  • 12:15 – 12:45 p.m.     Lunch Served (Provided)
  • 12:45 – 12:50 p.m.     Illinois Bar Foundation  (No MCLE credit)
  • 12:50 – 1:55 p.m.       ISBA Mutual (No MCLE credit)
  • 12:55 – 1:00 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.  Build Your Best Firm: Tips on Hiring and Firing Employees
Don’t miss this opportunity to gain effective strategies for managing employees from our distinguished panel of speakers, which includes employment law attorneys, law firm owners, and an HR consultant. Learn how to identify when it’s time to hire or fire employees, as well as the legal, professional, and practical ways for doing so. Our speakers draw upon personal experiences to give you the tips and strategies you need to build your firm with only the best employees possible!
Moderator: Sarah E. Toney, The Toney Law Firm LLC, Chicago
Dion U. Davi, Davi Law Group, LLC, Wheaton
Karla Dobbeck, Founder, Human Resources Techniques, Inc., West Dundee
Meredith C. Pike, Chuhak & Tecson P.C., Chicago
Kristen E. Prinz, The Prinz Law Firm P.C., Chicago

2:15 – 2:45 p.m.  The Intersection of Technology and Legal Ethics
Each technological advancement brings new hurdles to the legal profession, yet it is imperative that attorneys be proficient in technology. This presentation examines the junction between technology and legal ethics, as well as the Illinois Rules of Professional Regulation that mandate competence in this area.
James J. Grogan, Attorney Registration and Disciplinary Commission, Chicago
Lea S. Gutierrez, Attorney Registration and Disciplinary Commission, Chicago

2:45 – 3:00 p.m.  Break with Exhibitors (refreshments provided)
Complimentary beer and wine will be served.

3:00 - 4:00 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:

  • Technology and Ethics
    James J. Grogan, Attorney Registration and Disciplinary Commission, Chicago"
    Lea S. Gutierrez, Attorney Registration and Disciplinary Commission, Chicago
  • Of Counsel, Office Sharing, and Other Roles in a firm – Does your Malpractice Policy Protect You?
    Andrew Murray, ISBA Mutual Insurance Company, Chicago
    Table clinic sponsored by the ISBA Mutual Insurance Company
  • Topic TBD
    Jennifer Ramovs, Affinity Consulting, Ohio

4:00 – 4:15 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 4:10 to be entered into the prize drawings. 

4:15 – 5:15 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!
James J. Grogan, Attorney Registration and Disciplinary Commission, Chicago
Lea S. Gutierrez, Attorney Registration and Disciplinary Commission, Chicago
Andrew Murray, ISBA Mutual Insurance Company, Chicago
Jennifer Ramovs, Affinity Consulting, Ohio

5:15 – 6:15 p.m.  Complimentary Consultations with Affinity Consulting Representative
Want some dedicated time with an expert to get their advice on what you could be doing to improve the management of your practice in the areas you most need help? Be sure to reserve your space for a one-on-one 20-minute consultation with an Affinity Consulting Representative! Pre-registration required. Only open to ISBA Members who are registered for this seminar. Please contact the CLE Department at 800-525-8908 to reserve your space.

 

*Professional Responsibility MCLE credit subject to approval