Continuing Legal Education

Solo & Small Firm Practice Institute Series: Momentum: Running Your Practice in Today’s High-Tech World

March 16, 2018
8:00 a.m. – 4:55 p.m.
6.75 MCLE hours, including 6.75 approved Professional Responsibility MCLE credit hours
Co-sponsored by ISBA Mutual Insurance Company

Bloomington
Holiday Inn & Suites
3202 E. Empire Street
(map and directions)


ISBA Solo & Small Firm Practice Institute Series
Momentum: Running Your Practice in Today's High-Tech World

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


Visit the Exhibitors for a Chance to Win an iPad!

 

Get the technology tips you need to run your practice efficiently and economically in today’s high-tech world with this full-day seminar. Topics include:

  • Billing/collection issues
  • Communicating with difficult clients
  • Cybersecurity issues
  • PDF/E-filing tips and best practices
  • Risk Management issues

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 Jeffrey Krause from Affinity Consulting! 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.

 

Program Moderators:
J. Randall Cox, FeldmanWasser, Springfield
John G. Locallo, Amari & Locallo, Chicago

 

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 nominal fee via the registration page.

 

 

Agenda

8:00 a.m.  Complimentary Continental Breakfast

Sponsored by Attorneys’ Title Guaranty Fund, Inc.


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


8:30 – 9:00 a.m.  PDF Tips for E-Filing*

E-File documents must be in PDF format. Join us for the tips you need to insure that your documents comply with the e-filing requirements. Topics include: combing and splitting documents, shrinking the file size of your document, using optical character recognition, redacting private information, and creating hyperlinks. A look at options for PDF manipulation tools is also included.
Bryan M. Sims, Sims Law Firm Ltd, Naperville


9:00 – 9:45 a.m.  Illinois E-Filing Nuts and Bolts*

It is 2018 and e-filing is now mandatory for civil cases in most Illinois courts. Improve your understanding of the process and maximize your efficiencies for e-filing with this informative session. Our experienced e-filing speakers share their tips – from preparing documents for e-filing in compliance with the court rules and procedures to a step-by-step overview of using eFileIL. The speakers discuss the practical requirements and the process including: registration, fee payment, filing a new case, filing into an existing case, and more. 
Maria N. Berger, Berger Law Firm, LLC, Byron
Miranda Soucie, Spiros Law Offices, Champaign


9:45 – 10:00 a.m.  Break with Exhibitors (beverages provided)
Visit with exhibitors during the break and complete the Exhibitor Game Card for your chance to win an iPad.
Sponsored by Attorneys’ Title Guaranty Fund, Inc.


10:00 – 10:45 a.m.  Cybersecurity*

Cybercrimes are on the rise and law firms of all sizes are being targeted by cybercriminals set on stealing and monetizing confidential information. From the massive Panama Papers breach to the WannaCry and Petya Ransomware attacks, it is imperative that attorneys understand the potential risk of weak security practices to their practices and their clients. As hackers increase their capability to conduct cyberattacks, so must law firms step up their risk management game. This session discusses the cyber threat landscape for solo and small firms, the fundamentals of a law firm cybersecurity strategy, and related ethical and professional responsibility issues.
Ari J. Scharg, Edelson P.C., Chicago


10:45 – 11:30 a.m. 
Dealing with Difficult Clients*
Don’t miss this in-depth look at the types of mental health issues your clients may have and how you can effectively relate to them in order to provide the best services possible. Recommendations, best practices, and ethical considerations are included throughout the discussion.

Maureen P. Tamillow, Rivers Edge Hospital and Clinic, Forest Park

11:30 a.m. – 12:30 p.m.  How to Own Your Practice & Not Have It Own You*
Almost every law practice fits into one of three mindsets, and those mindsets dictate what you can and can’t accomplish in your law firm. Making the smart commitment to a new mindset can allow you to build and grow your practice without grinding yourself into dust. Learn about the three major law firm mindsets and why changing yours can create new opportunities for you.
Mark C. Metzger, Law Office of Mark C Metzger, Naperville


12:30 – 1:00 p.m.  Lunch and Special Guests
(No MCLE credit)

  • 12:30 – 1:00 p.m.       Lunch Served (Provided)
  • 12:45 – 12:50 p.m.     Illinois Bar Foundation  
  • 12:50 – 1:00 p.m.       ISBA Mutual

1:00 – 1:15 p.m.  Break with Exhibitors (beverages provided)

Visit with exhibitors during the break and complete the Exhibitor Game Card for your chance to win an iPad.

1:15 – 2:15 p.m.  Featured Speaker: Billing and Collections*
The “secret sauce” for any law office is getting paid on invoices in a timely manner. This session explores the steps needed to collect on your monthly bills and eliminate accounts receivable backlogs. The process begins with engagement contracts, including the option for retainers, and carries through proper monthly billing processes and bookkeeping. Additional topics include: knowing when payment plans are appropriate, handling client complaints on bills, and whether to sue former clients on unpaid invoices.
Kerry M. Lavelle, Lavelle Law Ltd, Schaumburg


2:15 – 2:35 p.m.  Break with Exhibitors
(complimentary beer and wine provided)
Complete the Exhibitor Game Card for your chance to win an iPad.

Sponsored by Life’s Plan, Inc.


2:35 - 3:35 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:

  • Common Pitfalls in Client Management and How to Avoid Them
    Andrew Murray, ISBA Mutual Insurance Company, Chicago
    Janet Raap, ISBA Mutual Insurance Company, Chicago
  • How Many 5-Tool Attorneys Do You Know?
    Explore and thoroughly dissect the elements of the “Five Tool Attorney.” Do you and the attorneys that work for you have the full range of skills that are required to be highly successful? Learn why the Five Tool Attorney is needed to grow your business.
    Kerry M. Lavelle, Lavelle Law Ltd, Schaumburg
  • Coping with the Stresses of the Profession
    Mark C. Metzger, Law Office of Mark C Metzger, Naperville
  • Illinois Bar Docs – Improving Your Practice through Automated Document Assembly
    Maria N. Berger, Berger Law Firm, LLC, Byron
  • E-Filing Tips
    Miranda Soucie, Spiros Law Offices, Champaign
  • Succession Planning
    Jeffrey Krause, Affinity Consulting, Ohio
  • The Physical Impacts of Stress
    Maureen Tamillow, LCPC, RDDP, PEL, Rivers Edge Hospital and Clinic, Forest Park

3:35 – 3:55 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 3:45 to be entered into the prize drawings, including an iPad.


3:55 – 4:55 p.m.  The Best Of: Table Clinic Tips on Running Your Practice, E-Filing, Client Management, Stress Reduction, and More!*

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! Topics include e-filing, client management, stress reduction, cybersecurity and more!
Moderator: John G. Locallo, Amari & Locallo, Chicago

Maria N. Berger, Berger Law Firm, LLC, Byron

Jeffrey Krause, Affinity Consulting, Ohio

Kerry M. Lavelle, Lavelle Law Ltd, Schaumburg

Mark C. Metzger, Law Office of Mark C Metzger, Naperville

Andrew Murray, ISBA Mutual Insurance Company, Chicago
Janet Raap, ISBA Mutual Insurance Company, Chicago

Miranda Soucie, Spiros Law Offices, Champaign
Maureen Tamillow, LCPC, RDDP, PEL, Rivers Edge Hospital and Clinic, Forest Park