Continuing Legal Education

Solo & Small Firm Practice Institute Series: Momentum: Driving Your Practice Down a Path of Success

June 1, 2018
8:00 a.m. – 5:10 p.m.
6.75 MCLE hours, including 6.75 approved Professional Responsibility MCLE credit hours
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
Momentum: Driving Your Practice Down a Path of Success

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 tips you need to drive your practice down a path of success with this full-day seminar. Topics include:

  • Risk management
  • Using software you already have
  • Automated document assembly
  • Succession planning
  • Moneyball for lawyers
  • Open source investigations
  • And more!

 

Program Moderators:
Luke A. Behme, Harvey Behme & Associates P.C., Mt. Vernon
Timothy J. Storm, Law Office of Timothy J. Storm, Barrington

 

 

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.

 

NEW! ONE ON ONE CONSULTATIONS!
Reserve your space for a consultation with an Affinity Consulting Representative.
-- PRE-REGISTRATION IS REQUIRED --
-- SPACE IS LIMITED --

Appointments are available
before the seminar (7:30 – 8:30 a.m.)
and after the program (5:15 – 6:15 p.m.)
You will get 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! Only open to ISBA
Members who are registered for this seminar.
Please contact the CLE Department at 800-525-8908 to reserve your space.

Agenda

8:00 a.m.  Complimentary Continental Breakfast
Sponsored by Life’s Plan Inc. and Attorneys’ Title Guaranty Fund, Inc.

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

8:30 – 9:15 a.m.  Leadership 101: Creating a High Performance Team
Teams function best when they understand their purpose and mission, and are driven by an active and inspiring leader. Motivating, building trust, and recognizing achievements are the keys to team success. In this session, we’ll discuss options and methods for transforming your legal professionals into a productive, results-producing team.
Jennifer Ramovs, Affinity Consulting Group, Ohio

9:15 – 10:00 a.m. Top Ten Ways to Use the Software You Already Have*
Get practical instructions for making the most of the software you already have, including Microsoft Word, Outlook, Excel, and Adobe Acrobat.
Todd Flaming, KrausFlaming LLC, Chicago

10:00 – 10:15 a.m.  Break with Exhibitors (Refreshments provided)
Visit with exhibitors during the break and complete the Exhibitor Game Card for your chance to win an iPad and other great prizes.
Sponsored by Life’s Plan Inc. and Attorneys’ Title Guaranty Fund, Inc.

10:15 – 10:45 a.m.  Improving Your Practice through Automated Document Assembly - Illinois Bar Docs
This session will explore how automated document assembly can help you practice more efficiently and will review the features of ISBA’s legal forms program, Illinois Bar Docs, which includes forms for trusts and estates, family law, real estate and more.  You will also learn how one general practitioner is using Illinois Bar Docs practically and productively in her practice.
Maria N. Berger, Berger Law Firm, LLC, Byron
Tim Slating, Illinois State Bar Association, Springfield

10:45 – 11:30 a.m.  Succession Planning – Two Perspectives
From the unique viewpoints of both the attorney planning a transition from the practice and the successor attorney taking on a practice, this segment gives you the tips and advice you need to manage your practice effectively. Topics include: how to successfully transition to your new practice; how to plan for an emergency, including who will take care of your cases while you’re away; and how to see the big picture by establishing a succession plan. Tips for communication between the successor and the exiting attorney are provided, as well as tips for writing a plan for success during the transition process and after.
John Maville, Law Offices of John H Maville, Belvidere
Diana Taylor, De Santo Morgan & Taylor, Libertyville

11:30 a.m. – 12:30 p.m.  Moneyball for Lawyers
In sports, it’s easy to know who is winning and who is losing just by looking at the scoreboard. Believe it or not, business isn’t all that different. A few simple numbers can show business owners everything they need to know about the health of their business – and law firms are no exception. Numbers tell a story, but you have to know which numbers to look at and how to interpret them. Reveal the health of you firm by learning how to read the traditional and non-traditional numbers that are telling your business’s story, where to find these numbers, and how to make sense of them.
Jeffery Krause, Affinity Consulting, Ohio

12:30 – 1:15 p.m.  Lunch and Special Guests (No MCLE credit)

  • 12:30 – 1:00 p.m.    Lunch Served (Provided)
  • 1:00 – 1:05 p.m.      Illinois Bar Foundation  
  • 1:05 – 1:15 p.m.      ISBA Mutual

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 an iPad and other great prizes.

1:30 – 2:30 p.m.  FEATURED SPEAKER: Using Open Source Intelligence and Social Media in Investigations
Maximize your efficiency by learning how to use open sources and social media to identify actionable intelligence, personal identifiers, and associates and locations of individuals. Learn how to pull information from social media in new ways, beyond the routine search methods.   
Michele Stuart, JAG Investigations, Queen Creek, Arizona

2:30 – 2:50 p.m.  Break with Exhibitors (Complimentary Beer and Wine provided)
Complete the Exhibitor Game Card for your chance to win an iPad and other great prizes.

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:

  • ISBA Mutual Risk Management
    Brian Olson, ISBA Mutual Insurance Company, Chicago
  • Investigation Techniques
    Michele Stuart, JAG Investigations, Queen Creek, Arizona
  • The Future of the Law
    Todd Flaming, KrausFlaming LLC, Chicago
  • PDF Tips and Tricks
    Bryan M. Sims, Sims Law Firm Ltd, Naperville
  • Tips for Using Word in your Law Practice
    Jeffery Krause, Affinity Consulting Group, Ohio
  • Checklists, How To’s, and More – ISBA’s Practice HQ Resources
    Jennifer Ramovs, Affinity Consulting Group, Ohio

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, including an iPad.  

4:10 – 5:10 p.m.  The “Best Of” Table Clinics: Tips on Technology and Practice Management for Your 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 their topic. Don’t miss this supercharged summary of the best ideas from throughout the day!
MODERATOR: John G. Locallo, Amari & Locallo, Chicago
Todd Flaming, KrausFlaming LLC, Chicago
Jeffery Krause, Affinity Consulting
Brian Olson, ISBA Mutual Insurance Company, Chicago
Jennifer Ramovs, Affinity Consulting Group, Ohio
Bryan M. Sims, Sims Law Firm Ltd., Naperville
Michele Stuart, JAG Investigations, Queen Creek, Arizona