1 Look Inside…

• Earn all your CLEs in one place at one time

• Schedule-at-a-glance

• Over 50 courses

• Speaker bios

• Registration made easy, phone 866-933-5167

APRIL 24 – 26, 2012

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3-Day CLE Summit • April 24-26 • 8 a.m. - 4 p.m. • $1,395

CLE Summit Single Day Attendance • 8 a.m. - 4p.m. • $695 each

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To register by phone: 866-933-5167

For more information about the Summit go to www.corporatecollege.com/cle

REGI

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Greetings

Welcome to the region’s most comprehensive CLE Legal Super Summit,

specifically designed to help you complete your CLE credits, and learn the latest in

technology to help build and protect your practice. You can join us for one day or

all three.

Hear compelling presentations from nationally known speakers, choose from over

25 GenTrack and 30 TechTrak sessions, and meet with vendors to discuss legal

and technology-related products and services. All in one place, at one time.

Without a doubt, you will obtain valuable information from this Summit where

speakers are all seasoned legal and technology experts.

We’re delighted to share Corporate College® with you. Come back and join us

again next year.

Sincerely,

Susan Muha

Executive Vice President

Workforce and Economic Development Division/Corporate College®

Cuyahoga Community College

Susan Muha

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Schedule-at-a-Glance - April 24, Day 18 a.m. – 4 p.m. Trade Show

8 – 11:30 a.m. GENTRAK Sessions • Engaging Colleagues, Clients, Adversaries and Courtrooms Getting Results with Everything You Say - David C. Mann - p 10 • Winning People Over vs. Winning Over People - Ed Hatch - p 11 • The Changing Faces of Medicare and Medicaid - Amanda Buzo, Bonnie Kantor-Burman and Janet Lowder - p 12 • Conflict Management in the Arab Uprisings Colonel Philip J. Dermer - p 14 8 – 11:30 a.m. TECHTRAK Sessions • Marketing Your Practice Using Social Media: Best Practices Ross Fishman and Allison Shields - p 36 • Independence Day: The Virtual Practice of Law Chad Burton and Lisa Solomon - p 37 • Paperless and Paper LESS: Windows and Mac Superguides to Getting it Done - David J. Bilinsky and Ross Kodner - p 38 • Speech Recognition and Digital Dictation: PCs, Macs, iPads and Smartphones - Brett Burney and Richard Ferguson - p 39

11:30 a.m. – 12:30 p.m. LUNCH BREAK 12:30 – 4 p.m. GENTRAK Sessions • Good People, Bad Choices and Life Lessons from the White House - Egil “Bud” Krogh - p 15 • Winning People Over vs. Winning Over People (con’t) Ed Hatch - p 11 • Why Employers Get Sued and Using Your Hiring Programs as Risk Avoidance Tools - Richard Hooker - p 16 • National Security Law Update: Drones, Detainees, and the Iranian Nuclear Program - Daniel G. Donovan - p 17

TECHTRAK Sessions 12:30 – 2:30 p.m. • Faceoff: Blogs, Websites, Facebook, Google+, LinkedIn, Twitter – Where to Start; Where to Focus - Ross Fishman - p 40 • New and Creative Ways to Market Your Practice from Web to Mobile and More - Dan Carbone and Allison Shields - p 41 • Security, Privacy and Ethics: Best Practices Lincoln Mead and Gwynne Monahan - p 42 • Adobe Acrobatics! - Richard Ferguson and Justin Kahn - p 43 2 :45 – 4 p.m. • 60+ Tips in 60+ Minutes - David J. Bilinsky, Diane Ebersole and Lincoln Mead - p 44 4 – 6 p.m. RECEPTION - The Future of Legal Services – Part One Dustin A. Cole

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Schedule-at-a-Glance - April 25, Day 28 a.m. – 4 p.m. Trade Show

8 – 11:30 a.m. GENTRAK Sessions • Mastering the ‘Sales’ Process for Litigators and Transactional Lawyers™ - Thomas Ball, Patricia Motto, Julie Savarino - p 18 • The New Reality of Business: The Lawyer’s Role in Transforming the Corporation - Edward S. Adams - p 20 • Power and Influence: How to Develop Business and Advance Your Career - Susan Letterman White - p 21 • Soup to Tiramisu in Real Estate Transactions Mara Cushwa and Karla Rogers - p 22

TECHTRAK Sessions 8 – 11:30 a.m. • Tech Shopping List: What Do I Really Need to Start My Own Practice - Ellen Freedman and Ross Kodner - p 45 8 – 9:15 a.m. • Powerul Presentations Using Persuasion and Psychology - Justin Kahn and Gwynne Monahan - p 46 • Tweeting and Your Legal Blog - Jennifer Ellis and Lisa Solomon - p 47 9:30 – 10:30 a.m. • SEO for Attorneys and Law Firms - Dan Carbone - p 48 9:30 – 11:30 a.m. • Finding the Smoking Gun, eDiscovery Update - David Ries - p 49 10:30 – 11:30 a.m. • 60 iPad Apps for Lawyers - Brett Burney and Tom Lambotte - p 50 11:30 a.m. – 12:30 p.m. LUNCH BREAK

GENTRAK Sessions 12:30 – 4 p.m. • Mastering the ‘Sales’ Process for Litigators and Transactional Lawyers™ (con’t) - Thomas Ball, Patricia Motto, Julie Savarino - p 18 • The New Reality of Business: The Lawyer’s Role in Transforming the Corporation (con’t) - Edward S. Adams - p 20 • Allies, Influence, Power and Politics in the Office - Susan Letterman White - p 23 12:30 – 2 p.m. • Madoff Fraud: Fallout and Case Management of the Most Complex Financial Fraud Case - Tom Long and Judy Selby - p 24 2:15 – 4 p.m. • The Business of You: Surviving and Thriving in Big Law Suzanne Drake Carle - p 25

TECHTRAK Sessions 12:30 – 4 p.m. • Smartphones and Tablets: Android, iPhone and Blackberry Shoot-Out! - Diane Ebersole, Joe Marquette and David Ries - p 51 12:30 – 2 p.m. • 3-2-1 You’re On! Incorporating Video Into Your Online Marketing - Jennifer Ellis and Lisa Solomon - p 52 • It’s All About Me: Making an Online Bio Pop Chad Burton and Allison Shields - p 53 2:15 – 4 p.m. • Managing Your Practice on a Mac - David J. Bilinsky, Brett Burney and Tom Lambotte - p 54 • Collaboration and Mind Mapping Chad Burton and Gwynne Monahan - p 55

4 – 6 p.m. RECEPTION - The Future of Legal Services - Part Two David J. Bilinsky, Jennifer Ellis, Ross Fishman and Joe Kashi

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Schedule-at-a-Glance - April 26, Day 38 a.m. – 12:30 p.m. Trade Show

8 – 11:30 a.m. GENTRAK Sessions • Problems Solved! Putting Your Personal Innovation Skills into Practice - Lydia Quarles - p 29 • Secrets of Success from Leading Women Lawyers Angela Gott, Patty Motta, Julie Savarino and Carrie Sechel - p 26 8 – 9:45 a.m. • Fundamentals of Health Law - Anthea Daniels - p 28 10 – 11:30 a.m. • The Road to Independence: Starting Your Own Law Firm Franklin J. Hickman, Anne Meyers and Nathan Wills - p 30

TECHTRAK Sessions 8 – 9:45 a.m. • Mac Power Users - Brett Burney and Chad Burton - p 56 • Virtual Attorney: How to Be Everywhere and Nowhere at the Same Time - Lincoln Mead - p 57 • Using Video and Photography in a Law Practice Joe Kashi - p 58 10 – 11:30 a.m. • Pushing Your PCs to Power Your Practice Ross Kodner - p 59 • The Open Source Law Firm Chad Burton and Gwynne Monahan - p 60 • Strategic Technology Planning Brett Burney and Diane Ebersole - p 61 11:30 a.m. – 12:30 p.m. LUNCH BREAK

GENTRAK Sessions 12:30 – 4 p.m. • Effective Communication is an Art Form: Putting the Whole Package into Practice - Lydia Quarles - p 31 • Lie to Me! “Emotion Management” of Your Marketing Will Invite Trust, Not Contempt - Dan Hill - p 32 • The Art of Legal Reasoning - Douglas Lind - p 33

TECHTRAK Sessions 12:30 – 2 p.m. • Time Billing, Accounting Tips and Tricks Ellen Freedman - p 62 . • Successful Paperless Transitions Joe Kashi and Ross Kodner - p 63 • Reaching Higher: Best Practices in Cloud Technology Chad Burton and Lincoln Mead - p 64 2:15 – 4 p.m. • Managing Change and Adoption of Technologies David J. Bilinsky and Joe Kashi - p 65 . • 60+ Sites and Apps in 60+ Minutes - Jennifer Ellis, Ellen Freedman and Ross Kodner - p 66 • 60 Cloud-Based Applications for Your Practice Richard Ferguson and Lisa Solomon - p 67

COMINGPREPARED

IS EASY

Phone 866-933-5167

www.corporatecollege.com/cle

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GENTRAK

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GGENTRAK

Complete all Ohio, Illinois, Indiana,

Pennsylvania and West Virginia CLE

credits for the year in one location, at

one time. Approximately 20 in-depth

general education sessions over

three days.

CLE Legal Super Summit

April 24 – 26, 2012

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Facilitator: David C. Mann

David C. Mann is an accomplished speaker and

trainer on the subjects of communication and

change who shares the secrets he learned during

his 25 years as a theatre actor and director. David

has worked for General Mills, Hartford Life, Boston

Scientific, Merrill Lynch, HealthPartners, Mayo

Health System, and Volt Workforce Solutions,

among others. He has been a featured speaker

on communication for numerous associations and has created and presented

customized keynote performances. David received a bachelor’s degree in speech

from Northwestern University and a classical acting diploma from the London

Academy of Music and Dramatic Art. He has been a high school theatre teacher and

created a writing and performance program for the Guthrie Theater’s education

department. David lives in St. Anthony, MN, with his wife and two sons.

The best lawyers agree that without skilled delivery, the soundest arguments fail.

This session illuminates the secrets of presenting complex material with the ease

of a conversation. To engage a colleague, client, court personnel, opponent or jury,

a successful advocate identifies the essentials, says it directly and leaves out the

smokescreens. Learn how to use vocal inflection and body language to tell the story.

With concepts drawn from performance and years of public speaking, David Mann

will show how to present engaging presentations for prospective client interviews,

mediations and arbitrations, depositions, witness preparation, openings, witness

interrogation, closings, and oral arguments.

DAY 1 - 4/24/12 8 – 11:30 A.M.

Engaging Colleagues, Clients, Adversaries and

Courtrooms: Getting Results with Everything You Say

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Facilitator: Ed Hatch

Ed Hatch has influenced others from his work

counseling at-risk teenagers in a suburban

Washington, D.C. public school system to his work

as a top producing salesperson. He also has had a

job managing more than 100 employees, worked

as senior vice president of sales at Fred L. Mckee

Realty and was the co-owner of a real estate firm.

For the past 20 years, he has been a speaker/

trainer for associations, institutes, 5-star hotels

and corporate executives throughout North and South America, Europe, Asia

and Africa. Ed’s message of the applied dynamics of human communication

has particular application to the work of trial lawyers or transactional attorneys,

where communication comes first in preparing cases and influencing outcomes.

In business and personal relationships, strongly felt differences can result in conflicts

that turn into a desire to win, even at the expense of others. These differences don’t

go away as we work our way down the road from confrontation to agreement. So

to “win” the cooperation of others when there is strong disagreement you have

to master negotiating principles which are supported by both research and

experience. Ultimately, if people are critical to your success, you must know and

master the means to win their hearts as well as their minds. Successfully guiding

your client and/or opposing counsel to an agreement will come when you can

clearly, convincingly and persuasively show them the benefits of winning “them

over,” not winning “over them.”

Influencing with Integrity:

Winning People Over vs. Winning Over People

DAY 1 - 4/24/12 8 – 11:30 A.M. 12:30 - 4 P.M.

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GENTRAK

11The Changing Faces of Medicare and Medicaid

DAY 1 - 4/24/12 8 – 11:30 A.M.

This program offers insights from three professionals:

Amanda Buzo will give an update on Medicare.

Bonnie Kantor-Burman will discuss modernizing Medicaid reimbursement in

Ohio, implications for long-term services and supports, prioritizing funding for

home-and community-based services, creating a unified long-term care system

in Ohio, nursing facility reimbursement reform and development of a Medicare

Medicaid integrated-care delivery system.

Janet L. Lowder will discuss Medicaid for children and the disabled and provide,

among other topics, an overview of Healthy Start/Healthy Families, Medicaid for

the disabled and home and community-based waivers.

Facilitators:

Amanda Buzo focuses her practice on estate

planning, with a concentration on issues affecting

the elderly and special-needs families. She

also practices in the area of probate, including

guardianship, special-needs trusts, wrongful

death, minor and incompetent settlements, and

decedents’ estates. She was recognized as a 2010

Rising Star by Ohio Super Lawyers and frequently

writes and speaks on the elderly and people with disabilities. Amanda received

a Bachelor of Science degree from Ohio State University and a law degree from

the University of Akron School of Law.

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Bonnie Kantor-Burman, the director of the

Ohio Department of Aging, is working to reform

the quality and efficiency of our health care

system and to strengthen and widen long-term

care options that give elders more health-care

choices. She believes in the concept of preventive

gerontology, a wellness and behavioral driven

model of life and care across the lifespan. Before

joining the department in January 2011, Kantor-Burman was executive director

of the Pioneer Network, a national center for the development of long-term care

delivery systems. She also has worked as director of the Office of Geriatrics and

Gerontology at The Ohio State University. She earned her doctorate in health

policy and management from Johns Hopkins Bloomberg School of Public Health.

Janet L. Lowder is an authority on Medicaid issues

and estate planning for families with special needs.

She has represented individuals; handled local and

statewide litigation and has represented agencies

and county programs serving the elderly and the

disabled. Janet is president of the Special Needs

Alliance, an invitation-only national network of

lawyers dedicated to disability and public-benefits

law and special-needs planning, and is co-chair of an American Bar Association

committee on long-term care and Medicaid. She received the Cuyahoga County

Board of MR/DD’s 2000 Top Hat Award and the 2009 President’s Award from

the Cleveland Trial Lawyers Association. Janet, who received her law degree from

Cleveland Marshall College of Law, is consistently chosen as an Ohio Super Lawyer

and is included in Best Lawyers in America for elder law and estate planning.

The Changing Faces of Medicare and Medicaid

DAY 1 - 4/24/12 8 – 11:30 A.M.

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DAY 1 - 4/24/12 8 – 11:30 A.M.

Conflict Management in the Arab Uprisings

How should the United States engage in conflict management in light of the Arab

uprisings, given our own recent history coupled with the region’s contemporary

realities? What are the take-aways for the legal profession, in particular regarding

engagement in an international setting? Colonel Philip J. Dermer shares his insights

and lessons learned from his career in the military, and thoughts on relevance to

the legal practice. Participants will consider several critical questions impacting the

international arena, including how should the U.S. engage in conflict management

regarding the Arab uprisings? What can be learned from the past? What are the

relevancies and appropriate lessons for the legal field?

Facilitator: Colonel Philip J. Dermer, Ret.

Colonel Dermer, whose career spans 30 years, is

one of the Army’s foremost Middle East regional

experts. His service in military and civilian arenas

is spread over challenging spectrums, including

national levels of the U.S. government and vital

international venues. He has extensive coalition-

building experience working with international

counterparts to foster the Middle East Peace

Process as well as the rebuilding of Iraq’s critical national security institutions.

He has advised, mentored and written extensively for the nation’s senior military

and civilian leadership. He is a graduate of the National Defense University, Ft.

McNair, Washington D.C., Georgetown University and the University of Montana.

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In 1971, 31-year-old White House Deputy Counsel Krogh was tasked with

finding and stopping White House leaks and became head of the Special

Investigations Unit. Through prison, disbarment and reinstatement, he

learned there are drastic consequences when noble aspirations, internal

loyalties, external pressures and ethical codes collide. The rules of professional

conduct often say what not to do, but rarely explain what to do. It’s easy

to turn down a capital murder case if you know you’re not competent to

defend the person charged, but what do you do when your practice group

leader or your most lucrative client compels you to do something you’re just not

sure of? Krogh will give you the questions you must answer before taking on such

projects and tell you of the positive consequences of saying no.

Facilitator: Egil “Bud” Krogh

Bud Krogh was White House deputy counsel when

he was told to find and stop security leaks. He

became head of the Special Investigations Unit that

later became known as the “White House Plumbers”

and the rest is history. Of the various White House

conspirators, Krogh alone pled guilty and refused

to trade inside information for a reduced sentence.

He was disbarred and went to prison. In 1980,

Krogh successfully petitioned to be readmitted to the bar and has since practiced

law. In January 2009, Krogh joined the Center for the Study of the Presidency

and Congress as a senior fellow on leadership, ethics and integrity where he is

developing initiatives to promote civility, character and inclusive public leadership.

DAY 1 - 4/24/12 12:30 - 4 P.M.

Good People, Bad Choices and Life Lessons

From the White House

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DAY 1 - 4/24/12 12:30 - 4 P.M.

Why Employers Get Sued and

Using Your Hiring Programs as Risk Avoidance Tools

This high-energy session will explain the hiring process and how to avoid risks and

liabilities. Key mistakes and short comings that lead to the majority of employee

and former employee lawsuits will be analyzed. Employment agreements,

independent contractor agreements, policy manuals, performance evaluations,

workplace investigations and administrating discipline discharge decisions will

be covered. The session’s second part will show you how to design your hiring

processes and use them to avoid risks and liabilities. Time will be spent creating

a hiring program to identify the best candidate and implement the most effective

proactive and remedial measures to avoid claims, liability and other business loss.

Facilitator: Richard Hooker

Richard Hooker has significant experience in

traditional labor relations, state/federal agency

work, employment litigation, union election

campaigns, unemployment insurance taxation

matters and arbitration of employment disputes.

He is a mediator for the U.S. District Court, Western

District of Michigan, and the Michigan courts, and

he is an arbitrator and mediator with National

Arbitration and Mediation, Inc., American Settlement Centers and the National

Arbitration Forum. A lawyer with Varnum, a Michigan law firm, Hooker received

his Bachelor of Arts degree from Denison University and his law degree from

Washington & Lee University School of Law.

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DAY 1 - 4/24/12 12:30 - 4 P.M.

National Security Law Update: Drones, Detainees,

and the Iranian Nuclear Program

This session is an introduction of the domestic and international law bases for

use of force (war powers, U.N. Charter, law of armed conflict). Discussion will be

about the application of these legal bases to the ongoing issues of U.S. drone strikes

in countries such as Pakistan and Yemen; the indefinite detention of so-called

enemy combatants in the war against Al-Qaeda; and the potential conflict that

may be looming due to Iran’s pursuit of a nuclear weapons program. The session

also will show why these topics are relevant to private/commercial law attorneys.

Facilitator: Daniel G. Donovan

Daniel G. Donovan, an international law specialist, is a supervisory attorney-

advisor in the Joint Staff Hampton Roads (Virginia) branch of the Office of the Legal

Counsel to the Chairman of the Joint Chiefs of Staff. He provides legal advice and

counsel to three Joint Staff Deputy Directorates and a Joint Staff Support Element.

He previously served as principal deputy to the Joint Force Judge Advocate,

United States Joint Forces Command, captain in the U.S. Navy’s Judge Advocate

General’s Corps and was Deputy Assistant Judge Advocate General of the Navy

for International and Operational Law. Daniel received the Defense Superior

Service Medal, the Bronze Star Medal, and various theater and campaign ribbons.

His Master of Law degree in international law is from Georgetown University Law

Center and his law degree is from Case Western Reserve University School of Law.

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DAY 2 - 4/25/12 8 – 11:30 A.M. 12:30 - 4 P.M.

Mastering the ‘Sales’ Process for Litigators

and Transactional Lawyers™

This highly interactive workshop enhances attendees’ ability to communicate with

clients and “pitch” prospective clients as effectively, ethically and professionally as

possible. Six key steps of the client development sales process are studied and

applied with the assistance of two lawyers. During the session, a reality-based

practice pitch will be prepared and presented to the lawyers who will provide

feedback on attendees’ method, approach and communication skills.

Pre-Registration & Pre-Work Required.

Facilitators: Julie Savarino, Thomas J. Ball and Patricia A. Motto

Julie Savarino has been an attorney for 25 years and

is a nationally renowned expert in client and business

development for lawyers, law firms and other

professional services. Her intensive, mastery-level

workshops are designed for attorneys interested

in becoming better rainmakers and for law firm

staff members who want to become better internal

coaches to lawyers. Julie founded the nationally

acclaimed Marketing Partner Forum, which she sold in 2000 to a national legal

education company. She is one of the highest-rated speakers at American Bar

Association annual meetings, Association of Legal Administrators conferences

and Legal Marketing Association programs. At the University of Detroit Mercy Law

School, Julie served as adjunct professor for one of the first law school courses in

the country on client relations and development and is listed on the ABA Women

and Minority Speakers Bureau under law practice management.

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DAY 2 - 4/25/12 8 – 11:30 A.M. 12:30 - 4 P.M.

Mastering the ‘Sales’ Process for Litigators

and Transactional Lawyers™

Thomas J. Ball has served as vice president, general counsel and secretary of

Online Resources Corporation (NASDAQ: ORCC) since 2010. He regularly partners

with senior leadership and business managers to execute Online Resources’

strategic plan to expand its innovative internet banking, billing and e-payment

products and solutions within key financial management, insurance, health care

and utility market verticals. Mr. Ball also advises Online Resources’ CEO, CFO and

Board in connection with acquisition, restructuring, financing and litigation matters,

as well as associated governance, reporting and regulatory compliance issues. Mr.

Ball also was instrumental in establishing and recently launching the company’s first

offshore technology development and support operation, based in Bangalore, India.

Patricia A. Motto is senior counsel in Intellectual Property at the American

Greetings Corporation where she manages all aspects of its intellectual property

counseling, transactions, and procurement. Prior to joining American Greetings,

she was an associate attorney with the intellectual property practice group

at Michael Best & Friedrich in Milwaukee, Wisconsin, where she represented

numerous Fortune 500 companies and small entities based in jurisdictions

around the world in a wide variety of intellectual property-related matters.

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DAY 2 - 4/25/12 8 – 11:30 A.M. 12:30 - 4 P.M.

The New Reality of Business: The Lawyer’s Active Role

in the Transformation of the Corporation

Few of us will have a Microsoft client. However, in an era of rapid technological and

cultural change, many of us could assist the next Google. To realize such a rare

opportunity, you must understand the increasingly creative and entrepreneurial

strategies and language of business. Capture this unique chance to broaden your

skill set to win and serve clients in this changing world. Since 1981, more jobs have

been created — and more wealth generated in the developed world by emerging

new companies than was generated a century ago by all the Fortune 100 companies

combined. This session provides indispensable and practical insight into areas of

business that are critical to furthering your understanding and appreciation of

the needs of your important current and prospective clients.

Facilitator: Edward S. Adams

Edward S. Adams is a professor of finance and

law, co-director of the Kommerstad Center for

Business Law and Entrepreneurship, and director

of CLE programs at the University of Minnesota

Law School. As an attorney, business advisor

and consultant and principal, he has more than

$1 billion of transactional experience in public

and private offerings of equity and debt, mergers

and acquisitions of public and closely held corporations, loan restructurings,

receivables financing, structured finance, commercial transactions, bankruptcy

liquidations and reorganizations. He is the author of 15 books and more than 30

articles on business-related issues. He has a Master of Business Administration

degree from the Carlson School of Management at the University of Minnesota

and a law degree from the University of Chicago Law School.

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DAY 2 - 4/25/12 8 – 11:30 A.M.

Power and Influence for Lawyers: How to Use it to

Develop Business and Advance Your Career

Personal and professional success for lawyers, in the office, courtroom,

negotiations, and beyond, depends on much more than having a high level of legal

skill. Attaining success is more likely for lawyers who learn how to identify and

develop their personal power bases and use those bases to influence strategies to

reach goals, such as developing a book of business or finding your next job. This

program includes lectures, discussions and experiential exercises and is based on

the presenter’s book, “Power and Influence for Lawyers: How to Use it to Develop

Business and Advance Your Career.”

Facilitator: Susan Letterman White

Susan Letterman White helps lawyers learn

how to build better teams, hold better and more

productive business meetings, notice and seize

strategic opportunities, make decisions that lead

to results, improve conversations/relationships

with clients and colleagues, and improve business

performance. She practiced employment litigation

and counseling law for 20 years and was a managing

partner of a Philadelphia law firm before earning her Master of Science degree

in organization development from American University, where she is a faculty

member. Susan is the author of “Power and Influence for Lawyers: How to Use

it to Develop Business and Advance Your Career.” She is certified to administer,

interpret, and facilitate individual and group learning with the Myers Briggs Type

Indicator®, among other leadership development and conflict management

training programs.

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DAY 2 - 4/25/12 8 – 11:30 A.M.

Soup to Tiramisu in Real Estate Transactions

This program will show participants how to handle property purchase sales for

companies locating to new corporate headquarters and who also need to sell

existing properties. Among topics covered will be the benefits and drawbacks

of letters of intent; historical due diligence; purchase and sales agreements,

including warranties, closing conditions and default provisions; financing options,

both traditional and non-conventional financing such as public options; closing

procedures; landlord-tenant transactions.

Facilitators: Mara Cushwa and Karla Rogers

Mara Cushwa, chair of Calfee’s real estate group,

represents large public and privately-held companies

in mergers, acquisitions and divestitures. She

represents lenders and borrowers in structuring,

securing and documenting. Her work includes

individuals, non-profits, government agencies, and

corporations. Mara is a member and past president

of the law alumni board for Case Western Reserve

University School of Law. She serves on advisory

boards of two private scholarship foundations and is sought out for her knowledge

by publications and conference hosts including Inside Business and Lorman.

Karla Rogers is experienced in property development,

acquisitions, dispositions and leases involving

corporate mergers, acquisitions and divestitures

for public and privately held companies. Previously

the director of governmental affairs for the Building

Industry Association of Cleveland & Suburban

Counties, Karla also was an associate with Taft,

Stettinius & Hollister before getting her law degree

from Cleveland-Marshall College of Law.

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DAY 2 - 4/25/12 12:30 – 4 P.M.

Allies, Influence, Power and Politics in the Office

An ally is a member of the privileged and empowered social group, who actively

works to change the oppressive dynamic and help empower less privileged

members of the group. This program focuses on the dynamics of privilege and the

role that allies play in creating inclusion and opportunities for others. Participants

will leave the program with a better understanding of the power dynamics of

privilege and strategies for enlisting or becoming any ally.

Facilitator: Susan Letterman White

Susan Letterman White helps lawyers learn

how to build better teams, hold better and more

productive business meetings, notice and seize

strategic opportunities, make decisions that lead

to results, improve conversations/relationships

with clients and colleagues and improve business

performance. She practiced employment

litigation and counseling law for 20 years and

was a managing partner of a Philadelphia law firm before earning her master’s

of science degree in organization development from American University, where

she is a faculty member. Susan is the author of “Power and Influence for Lawyers:

How to Use it to Develop Business and Advance Your Career.” She is certified to

administer, interpret, and facilitate individual and group learning with the Myers

Briggs Type Indicator®, among other leadership development and conflict

management training programs. She also is trained to help clients visualize the

organizational structures and relationships that drive organization performance,

employee engagement and business development.

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DAY 2 - 4/25/12 12:30 - 2 P.M.

The Madoff Fraud: The Fallout and Case Management of the

Largest and Most Complex Financial Fraud Case in U.S. history

Since December 2008, Baker Hostetler attorneys have acted as Counsel to SIPA

Trustee Irving H. Picard, on the legal work and case management of the liquidation

proceeding of Bernard L. Madoff Investment Securities LLC (BLMIS). As of 2012,

the SIPA Trustee and his counsel have recovered or entered into agreements to

recover more than $9 billion, representing approximately 52 percent of the $17.3

billion in principal estimated to have been lost in the Ponzi scheme by customers

who filed claims. Baker Hostetler was selected to help unravel the Madoff Ponzi

scheme — the largest and most complex financial fraud case in U.S. history —

based on its diverse experience in complex business litigation, bankruptcy law,

white collar criminal investigations and corporate finance.

Facilitators: Thomas L. Long and Judy Selby

Thomas L. Long has 30 years service as lead trial

lawyer in federal and state courts, has been named

in the Best Lawyers in America, American Lawyer

Top Commercial Lawyers, Ohio’s “Super Lawyers”

and Columbus Top Lawyers. In the Madoff Ponzi

scheme, his work includes the tracking and

recovery of funds from off-shore hedge funds.

Judy Selby has been national head of Baker

Hostetler’s E-Discovery and Technology Practice

Group since May 2011. She also leads the firm’s

Discovery Management Team, which oversees all

discovery and ESI issues arising from the firm’s

role as court-appointed counsel to the SIPA

Trustee for the liquidation of Bernard L. Madoff

Investment Securities.

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DAY 2 - 4/25/12 2:15 - 4 P.M.

The Business of You –

Surviving and Thriving in Big Law!

In a time when legal services have become a commodity that is bought and sold

by price, timing and the whims of clients, attorneys thrive by being consistently

awesome to their clients, and for their clients. This presentation addresses critical

topics each attorney will work through during the course of his or her career and

which will determine the success of their careers. Class participants will construct

an action plan for their individual professional journeys. Participants also will

explore ways to improve their client service, build their self-marketing efforts and

thrive in their chosen profession.

Facilitator: Suzanne Drake Carle

Suzanne Drake Carle is president and founder of

Suite Spot, a business development firm dedicated

to building the effectiveness of C-Suite leadership

and promoting long-term growth, value and

success for the organization. Her career spans over

30 years experience within professional services

firms in Cleveland, Chicago and Washington,

D.C in strategic planning, crisis management,

professional development, marketing, public and media relations, sales, and fund

raising. Suzanne is a certified facilitator and professional development coach. She

is a graduate of ProLaureate, Ltd., the Institute for Organization Management and

Muskingum College.

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All successful lawyers have one thing in common — they develop strong and

productive business relationships. This session will highlight what women

lawyers can do to build the most productive relationships inside their firms,

with clients, in-house counsel and others. Each speaker will reveal some

of the keys to their success, then comment on topics such as overcoming

common obstacles, first impressions, effective conversations in the C-suite,

how to network internally and externally, and how to make the most of your

strengths. Roundtable discussions will highlight and share best practices.

Facilitator: Julie Savarino

Julie Savarino has been an attorney for 25

years and is a nationally renowned expert in

client and business development for lawyers,

law firms and other professional services. Her

intensive, mastery-level workshops are designed

for attorneys interested in becoming better

rainmakers and for law firm staff members

who want to become better internal coaches

to lawyers. Julie founded the nationally acclaimed Marketing Partner

Forum, which she sold in 2000 to a national legal education company.

She is one of the highest-rated speakers at American Bar Association annual

meetings, Association of Legal Administrators conferences and Legal Marketing

Association programs. At the University of Detroit Mercy Law School, Julie served

as adjunct professor for one of the first law school courses in the country on

client relations and development, and is listed on the ABA Women and Minority

Speakers Bureau under law practice management.

DAY 3 - 4/26/12 8 – 11:30 A.M.

Secrets of Success from Leading Women Lawyers

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DAY 3 - 4/26/12 8 – 11:30 A.M.

Secrets of Success from Leading Women Lawyers

Panelists: Angela Gott, Patricia Motta, Carrie Sechel

Angela Gott maintains a diverse practice involving intellectual property litigation, domestic and international trademark prosecution, copyright registration, and domain-name disputes. She has represented clients in federal courts in cases involving claims of trademark, trade dress, copyright infringement, unfair competition, misappropriation of trade secrets, breach of contract, and false patent marking, among others. Her experience includes management

and prosecution of trademark portfolios ranging in size from a few U.S. trademark registrations to dozens of national and international registrations.

Patricia Motta is senior counsel in Intellectual Property at the American Greetings Corporation where she manages all aspects of its intellectual property counseling, transactions, and procurement. Prior to joining American Greetings, she was an associate attorney with the intellectual property practice group at Michael Best & Friedrich in Milwaukee, Wisconsin, where she represented numerous Fortune 500 companies and smaller entities based in jurisdictions around the world in a wide variety of intellectual property related matters.

Carrie Sechel has tax consulting and compliance experience serving both public and private clients in the passthrough and large corporate market sectors. She has worked with clients in the areas of federal and multi-state compliance, taxable income planning, and transaction and structure consulting. Carrie also has worked extensively with both entities and their owners addressing such issues as taxable income modeling and projections and disposition planning. She

recently completed a two-year assignment in Deloitte’s U.S. India Hyderabad, India office where she held various leadership positions and worked with client engagement teams on work transition and service-delivery optimization.

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This presentation will address the fundamentals of health care law including

the language and the players: hospitals, physicians, ancillary providers, nursing

homes, home health and DME agencies, hospices, ambulatory surgery centers,

pharmacies, etc.; the payors: the federal and state governments, commercial

insurers, HMOs, PPOs, employers, TPAs and individuals; and various significant

federal and state laws that affect the industry including licensure, CON, Stark, Fraud

and Abuse, Medicare and Medicaid laws, antitrust, malpractice liability and privacy.

Facilitator: Anthea Daniels

Anthea Daniels, a partner with Calfee,

provides counsel to health systems, academic

medical centers, hospitals, long-term care

facilities, insurance companies, clinics,

surgery centers, professional management

companies and physician groups. She

represents health care providers involved

in mergers, acquisitions, joint ventures and

integrated delivery systems. She was selected for Nightingale’s Healthcare

News’ 2010 list of Outstanding Healthcare Fraud & Compliance Lawyers, and she is

a past recipient of Crain’s Cleveland Business Forty Under Forty, the YWCA Women

of Professional Excellence, and Cleveland Magazine’s 50 Most Interesting People.

DAY 3 - 4/26/12 8.– 9:45 A.M.

Fundamentals of Health Law

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DAY 3 - 4/26/12 8 – 11:30 A.M.

Problems Solved!

Putting Your Personal Innovation Skills Into Practice

Defining and resolving problems is at the heart of our system of law. In this

dynamic and fun course, Lydia Quarles demonstrates the tools and then puts you

into a position to practice new skills to identify problems with people and situations

and make them go away. Learning problem-solving skills and practicing their

replication will help you resolve cases with more speed and better results. This

session will teach you how to assist clients in recognizing their legal problems; how

to be pro-active in discovery; how to develop a witness’s ability to deflect rather

than personalize; how to address the concerns of a tribunal; and how to fashion,

address and deflect personnel problems with your litigation team, office staff and

business associates.

Facilitator: Lydia Quarles

Lydia Quarles is a senior policy analyst at the John

C. Stennis Institute of Government, Mississippi

State University. She has 13 years service with the

Mississippi Workers Compensation Commission,

five years as the commissioner of the Mississippi

Workers Compensation Commission and eight

years as an administrative judge. She also has

spent more than a dozen years in private practice

in Alabama and Mississippi. She is a graduate of the National Judicial College,

Reno, Nevada (administrative hearings curriculum). She received her law degree

from Cumberland School of Law, Samford University in Birmingham, Alabama,

and her master’s and bachelor’s degrees from Mississippi University for Women.

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Whether you’ve spent years working in someone else’s firm or are fresh out of

law school, the temptation to start your own law firm is always there. But starting

your own firm also can be a big risk, particularly when you’re giving up a six-figure

salary – or delaying the payback of a six-figure degree to do it. The good news is that

it doesn’t take a lot of money, as long as you keep costs low but it will take a lot of

determination, discipline and courage. The Road to Independence starts with you.

Panelists: Franklin J. Hickman, Anne Meyers and Nathan Wills

Franklin J. Hickman is a shareholder in the law firm of Hickman & Lowder Co. L.P.A. He has focused his career on legal issues affecting persons with mental disabilities. He is on the faculty of the medical and law schools at Case Western Reserve University where he teaches law and psychiatry. He was named an Ohio Super Lawyer for 2012.

Anne Meyers founded her firm in 1995 and managed its growth through August, 2011. She is known for her pragmatism, innate business sense and negotiating skills developed over more than 30 years of practice and ownership of various businesses. Anne has the rare ability to find her way around a job site from a legal, physical and business perspective.

Nathan Wills is the founder and managing attorney of The Wills Law Firm, LLC. Believing that good communication is the foundation of effective representation, Nathan strives to provide his clients with a sympathetic ear and explains each and every element of a case. He is a tireless advocate on behalf of individuals and small businesses, and prides himself on using listening and communication skills to develop creative solutions to his clients’ problems.

DAY 3 - 4/26/12 10 – 11:30 A.M.

The Road to Independence:

Starting your Own Law Firm

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Few people will master communication, yet most lawyers believe that they have

done so by the time they reach middle school and their patterns of communication

never radically change. Lydia Quarles offers a reflective prescription for improving

your communication with clients, judges, juries and your own partners and

associates — the kind of tonic that will make a critical difference in the success

of your law practice. Whether you are writing, speaking, standing still, or flailing

about, the construction of your delivery is every bit as important as your content.

In this tip-packed course, Lydia will share teachable methods for getting your point

across. After this course, your next memo will be tighter, your next appearance

more emphatic, even your next conversation will lead to more understanding.

Join your colleagues, strengthen this critical skill and enhance your value as an

advocate and counselor.

Facilitator: Lydia Quarles

Lydia Quarles, a civil trial mediator, is a senior

policy analyst at the John C. Stennis Institute of

Government, Mississippi State University, which

she joined after 13 years service with the Mississippi

Workers Compensation Commission, including

five years as the commissioner of the Mississippi

Workers Compensation Commission and eight

years as an administrative judge. She also has spent

more than a dozen years in private practice in Alabama and Mississippi. Quarles is

a graduate of the National Judicial College, Reno, Nevada (administrative hearings

curriculum). She received her law degree from Cumberland School of Law,

Samford University in Birmingham, Alabama, and her master’s and bachelor’s

degrees from Mississippi University for Women.

DAY 3 - 4/26/12 12:30 – 4 P.M.

Effective Communication is an Art Form:

Putting the Whole Package into Practice

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This workshop lays out the breakthroughs in brain science. We have learned that

people’s decision-making process is more intuitive and sensory-emotive than

conscious and rational. Emotions aren’t just “noise.” Each emotion has its own

meaning, including the fact that trust is the opposite of contempt. Moreover, an

individual’s personality traits are revealed through how they most typically emote.

This session will discuss how law firms can best use facial coding, the most

accurate, non-invasive means of identifying people’s emotional response, to best

market itself. Discussed will be the use of facial coding to understand opposing

witnesses and one’s own, how to read the receptivity of jury members and judges,

and how oneself and opposing counsel come across in terms of emotive styles and

personality traits in order to be more persuasive.

Facilitator: Dan Hill

Dan Hill is an authority on the role of emotions in

consumer and employee behavior with more than

a decade of experience operating his scientific,

emotional insights consultancy: Sensory Logic,

Inc. One of the company’s unique research tools

is facial coding. A frequent speaker at business

conferences and seminars from coast to coast, as

well as in Europe and Asia, Dan’s blue-chip clients

have included Target, Toyota, Reebok, Whirlpool, American Express, Capital One,

Hershey, Lego, Nokia, and GlaxoSmithKline, among dozens of other major brands.

Dan’s books include “Body of Truth: Leveraging What Consumers Can’t or Won’t

Say” and “Emotionomics: Leveraging Emotions for Business Success”, which was

chosen by Ad Age as one of “10 Books You Should Have Read in 2009.” Dan’s latest

book, “About Face: Ten Secrets to Emotionally Effective Advertising”, was released

in October 2010. Dan received his Ph.D. from Rutgers University following studies

at Brown University, Oxford University, and St. Olaf College.

DAY 3 - 4/26/12 12:30 – 4 P.M.

Lie to Me ! “Emotion Management” of Your Marketing

Will Invite Trust, Not Contempt

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This program is carefully designed to help you get the most out of your cases and

your practice. Legal reasoning is applied logic. While your logical intuitions may well

be strong enough to generally permit smooth navigation through webs of complex

legal arguments without error, unfamiliarity with logic and argument limits your

analytical oversight, making you vulnerable to committing or overlooking mistakes

of reasoning that can affect the outcome of cases. Professor Douglas Lind

recognizes that you have precious little time to study logic as an independent

subject. This course provides short and concise descriptions of argument forms

and logical fallacies (errors of reasoning) most relevant to legal practice.

Facilitator: Douglas Lind

Douglas Lind is an attorney, professor of

philosophy, and a phenomenal CLE leader.

In addition to his work with The Professional

Education Group, Douglas is a faculty member at

the National Judicial College and has contributed

to the CLE efforts of bar associations, law firms

and government entities across the nation. He

teaches courses in the philosophy of law, ethical

theory, and logic at The University of Idaho. He also has served on the faculties

of the University of Pennsylvania, Temple University Law School and Villanova

University.He is the author of “Logic and Legal Reasoning” and his articles are

published in legal journals both in the U.S. and internationally. He practiced in the

Office of the Attorney General of Missouri and in private practice in Philadelphia,

specializing in environmental law, toxic torts and American Indian Law. He earned

his law degree from Washington University and his doctorate in philosophy from

the University of Pennsylvania.

DAY 3 - 4/26/12 12:30 – 4 P.M.

The Art of Legal Reasoning

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TTECHTRAK

More than 30 sessions offered to

help you conduct your practice more

efficiently, rapidly and cost-effectively.

CLE Legal Super Summit

April 24 – 26, 2012

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You can’t turn around these days without seeing or hearing something related

to social media. Everyone seems to have a Facebook page or a Twitter handle

or a blog. But what about lawyers? Some lawyers refuse to participate in social

media, rejecting it as a non-professional pursuit, while others have tried to

use social media but have concluded that it doesn’t do anything for them.

Still others would like to use social media but don’t know where to start. This

program will provide an overview of the ways lawyers can use social media to

build their practices. We’ll show you how lawyers can maximize the impact

of their presence on social media platforms and provide specific examples of

both productive and unproductive use of each of the major social media tools.

Facilitators: Ross Fishman and Allison C. Shields

Ross Fishman is “one of the country’s leading experts on law firm marketing,” according to Lawyers Weekly. As CEO of Fishman Marketing, Inc., he helps law firms in strategic marketing planning, website development, branding and differentiation, SEO and online marketing, practice-group marketing and the development of cutting-edge ads and other collateral materials. Fishman Marketing has launched effective, revenue-producing programs for more than 75 firms worldwide. Allison C. Shields, president of Legal Ease Consulting, Inc., provides productivity, practice management, marketing and business development coaching and consulting services for lawyers and law firms. A sought-after author and lecturer, her website, “Lawyer Meltdown”, provides resources and information for lawyers about managing and building their practices. Allison is the co-author, with Dennis Kennedy, of “LinkedIn in One Hour for Lawyers”, recently released by the American Bar Association’s Law Practice Management section.

DAY 1 - 4/24/12 8 – 11:30 A.M.

Marketing Your Practice Using Social Media:

Best Practices

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Virtual law practices allow lawyers to more efficiently and responsively serve their

clients. They can also help lawyers achieve greater professional satisfaction and

financial success than some have found in more traditional practices.

Most lawyers and firms will adopt some form of a virtual concept in the coming

years, whether it is a full virtual platform, outsourcing work, or providing unbundled

legal services. The key for lawyers is to learn what will be best for their practice and

to serve their client base.

Facilitators: Chad E. Burton and Lisa Solomon

Chad E. Burton started his legal career in the big

law firm world before he created a solo practice.

His interest in technology and law practice

management sparked the concept of Burton Law,

a virtual law firm model which is growing beyond its

Ohio roots. Chad regularly speaks on topics such

as practice management, iPads for lawyers, social

media and virtual law issues.

Lisa Solomon is the author of many published

articles about appellate practice and procedure,

and has also written extensively about the field of

contract lawyering. A nationally-known speaker,

she frequently presents continuing legal education

courses about legal writing and contract lawyering.

Her innovative law practice has been featured in

such periodicals as the National Law Journal and

the ABA Journal, and in books about legal careers.

Independence Day: The Virtual Practice of Law

DAY 1 - 4/24/12 8 – 11:30 A.M.

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Super Guides to Getting it Done

DAY 1 - 4/24/12 8 – 11:30 A.M.

Whether paperless or paper LESS is your goal, the motivations for achieving either

are myriad. From better profitability, best practices, being ethically compliant to

preserving the planet, the only mistake that matters is thinking paper reduction

isn’t for your practice. In this super-session, we’ll learn about the A to Z’s of

achieving a blissful, practice-empowering state of practical and realistically

achievable paperless or paper LESS-ness.

Facilitators: David J. Bilinsky and Ross Kodner

David J. Bilinsky, a practice management consultant and lawyer for the Law Society of British Columbia, is an adjunct professor at Simon Fraser University who teaches an online graduate-level course in the Applied Legal Studies program. Dave’s mission in life is to empower lawyers to anticipate the changes, realize the opportunities, face the challenges and embrace expanding possibilities of the application of practice management concepts to the practice

of law in innovative ways that provide service excellence. He writes regularly for publications in the USA and Canada and is a core contributor to the award-winning blog www.slaw.ca and his own blog: www.thoughtfullaw.com.

Ross Kodner is president and founder of MicroLaw, Inc., a Milwaukee legal technology consultancy and turnkey legal automation system provider. He developed The Paper LESS Office™, a revolutionary common-sense approach toward managing paper in a law practice. He has done presentations on this topic at more than 150 state and national bar association events across North America and Asia. MicroLaw.com, Ross’ company’s website, has become one of the world’s largest repositories of online legal technology CLE materials and articles.

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iPads and Smartphones

DAY 1 - 4/24/12 8 – 11:30 A.M.

Speech recognition technology has made it onto iPads, smartphones, and other

commonly used communication devices. Speech recognition can enable even

the clumsiest keyboarder to produce quality documents with minimal human

intervention. This session will look at how you can use this technology and how it

can be adapted for use in your practice. Today, the offerings of digital dictation are

wide, varied, effective and affordable. The ability to combine digital dictation with

speech recognition has wide appeal to all lawyers – whether working at your desk

or at your most mobile.

Facilitators: Brett Burney and Richard Ferguson

Brett Burney focuses his time on bridging the

chasm between legal and technology frontiers of

electronic discovery. Brett is active in the Mac-

using lawyer community, working with law firms

who want to integrate Mac and iOS devices

into their practice. Prior to establishing Burney

Consultants, he spent five years at Thompson

Hine LLP working with litigation teams in building

document databases, counseling on electronic discovery issues, and supporting

them at trial. Brett speaks on litigation support, eDiscovery and Mac-related topics.

Richard Ferguson, a lawyer of more than 30 years, is

a frequent speaker in the law practice management

and technology areas and has been an advisor for

developments at Edmonton’s City Hall. In 2003

Richard received the Patricia Cook Award for Arts

Advocacy from the Alberta Choral Federation. In

2009 Richard was inducted as a fellow of the College

of Law Practice Management in recognition of his

volunteer promoting of law practice management and technology in law firms.

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DAY 1 - 4/24/12 12:30 - 2:30 P.M.

Faceoff: Blogs, Websites, Facebook, Google+, LinkedIn,

Twitter – Where to Start; Where to Focus

Social media is “all the buzz,” with an equal amount of information and

misinformation regarding how lawyers and firms can benefit. Sure, the early-

adopters dove in, but what are realistic expectations for a “normal, busy” lawyer?

How much time should you spend on social media to achieve the desired results?

Should law firms use Facebook? How do blogs differ from websites and do law

firms need both? Do LinkedIn recommendations help attract clients

or ethics complaints? This fast-paced, entertaining, and interactive session

answers these questions and more. Attendees will leave with a social media

plan of action to achieve their goals.

Facilitator: Ross Fishman

Ross Fishman is “one of the country’s leading

experts on law firm marketing,” according to

Lawyers Weekly. As CEO of Fishman Marketing,

Inc., he helps law firms in strategic marketing

planning, website development, branding and

differentiation, SEO and online marketing, practice-

group marketing and the development of cutting-

edge ads and other collateral materials. Fishman

Marketing has launched effective, revenue-producing programs for more than

75 firms worldwide. He received a Bachelor of Arts in speech communications,

cum laude, from the University of Illinois and his law degree from Emory Law

School. He was a commercial litigator before turning to the legal marketing field.

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New technology and new marketing ideas are cropping up every day, and

each one promises to be “the one” that will help you grow your practice better

and faster and attract better clients. But is that true? This program will cover

the basics of ensuring that you have a good marketing plan in place, show

you how to choose the right web and marketing firm and then give you a

taste of new ways to market your practice. We’ll end the session by talking

about how to choose the right marketing tools, such as social media and

QR codes, and how to integrate them into your overall marketing strategy.

Facilitators: Dan Carbone and Allison C. Shields

Dan Carbone, previously the owner of SyncShow Interactive, merged his company with IdeaEngine and brought SyncShow® CMS to Syncshow Interactive. As the leader of Syncshow Interactive’s technology initiatives, Dan oversees everything from SEO and SEM strategies to online security, interactive media, and content management. Prior to forming IdeaEngine, Dan was employed by a subsidiary of Ernst & Young, where he was the technology lead for a group of more than 20 developers in the firm’s business education, learning, and development segment.

Allison C. Shields, president of Legal Ease Consulting, Inc., provides productivity, practice management, marketing, business development, coaching and consulting services for lawyers and law firms. Allison helps her clients create efficient and effective systems to maximize productivity and enhance client experience. Her proven processes help law firms and individual lawyers reach their goals and implement the plans they create. Her website, “Lawyer Meltdown”, provides resources and information for lawyers about managing and building their practices. Allison is the co-author, with Dennis Kennedy, of “LinkedIn in One Hour for Lawyers”, released by the American Bar Association’s Law Practice Management section.

DAY 1 - 4/24/12 12:30 - 2:30 P.M.

New and Creative Ways to Market Your Practice:

Web to Mobile and More

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DAY 1 - 4/24/12 12:30 - 2:30 P.M.

Security, Privacy and Ethics: Best Practices

Lawyers have a duty to protect their client property and duty of confidentiality. Are

you feeling unsure about the security of your digital data? Are you confident that

your clients’ privacy is safe? If you are like most lawyers, you are busy practicing

law and nervous about reports that Smartphones and computers are at risk from

malware and hackers. Come to this session to learn some of the best practices you

can adopt to uphold your ethical duty to preserve the security and privacy of your

client information.

Facilitators: Lincoln Mead and Gwynne Monahan

Lincoln Mead, the first IT Director for the Utah

State Bar developed the Bar’s website. He

implemented a program to assist members of the

Bar in getting answers to technology questions

and helped arrange technology partnerships for

the member benefits program such as online

CLE, Casemaker, and web based e-filing site

efiling.utahbar.org. He is a frequent speaker at

ABA Techshow and provides technology and practice management-based CLE

programs to members of the Utah State Bar and other bars around the country.

Gwynne Monahan is best known by her Twitter

handle, @econwriter5. She earned her Master

of Sciences degree in Information Technology

and Privacy Law from The John Marshall Law

School in Chicago, Illinois, and worked to turn

a class project on open source for lawyers

into a consulting business. She has authored

several articles on open source and social

media for lawyers and spoken to such groups as the Chicago Bar Association.

A privacy and open source advocate, she is currently the editor of the award-

winning blog “Small Firm Innovation”, and Communications Manager at Clio.

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DAY 1 - 4/24/12 12:30 - 2:30 P.M.

Adobe Acrobatics!

PDFs are the stuff of which paperless offices are made and have become the

universal format of choice for exchanging documents with other lawyers, clients

and many federal and state courts and registries. We will teach you the basics

and legal-specific features of Adobe Acrobat that assist you in using PDFs safely,

securely and effectively.

Facilitators: Richard Ferguson and Justin Kahn

Richard Ferguson has successfully represented

his clients before all courts in Alberta, and has

broad experience in business and commercial law.

Richard is a frequent speaker in the law practice

management and technology areas and has been

an advisor for developments at Edmonton’s City

Hall. In 2003 Richard received the Patricia Cook

Award for Arts Advocacy from the Alberta Choral

Federation. In 2009 Richard was inducted as a fellow of the College of Law Practice

Management in recognition of his volunteer efforts to promote law practice

management and technology in law firms.

Justin Kahn is an AV rated attorney who writes

and speaks nationally and locally on various topics

including civil procedure, evidence, persuasion,

litigation and technology. Justin is board certified

by the National Board of Trial Advocacy as a

civil advocate and board certified in medical

negligence by the American Board of Professional

Liability Attorneys, where he also serves on the

board. Justin teaches civil pre-trial practice at the Charleston School of Law.

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DAY 1 - 4/24/12 2:45 –4 P.M.

60+ Tips in 60+ Minutes

Here are tips that are based on real-life experience in the trenches! This

fast and furious session will explore as many tips and ideas to help you in

the practice of law as we can possibly fit into this time slot. Fasten your

seat belts and hang on as we take you on a trip to infinity and beyond!

Facilitators: David J. Bilinsky, Diane Ebersole and Lincoln Mead

David J. Bilinsky is a practice management consultant and lawyer for the Law Society of British Columbia as well as an adjunct professor at Simon Fraser University teaching an online graduate-level course in the Applied Legal Studies program. He writes regularly for many publications in the USA and Canada including being a core contributor to the award-winning blog www.slaw.ca as well as his own blog: www.thoughtfullaw.com.

Diane Ebersole is a Practice Management Advisor for the State Bar of Michigan. She is the chairperson of the Practice Management Advisors of North America, and chair of the ABA State and Local Bar Outreach Committee, member of the ABA Careers Task Force of the Law Practice Management Section, and serves on the board of the ABA Law Practice Magazine. She is a frequent speaker on topics encompassing office management technology and best practices, mobile practice tools and integrated practice management applications.

Lincoln Mead developed the Utah Bar’s website and has seen it through several iterations; implemented a program to assist members of the Bar for getting answers to technology questions; and arranged for technology partnerships for the member benefits program such as online CLE, Casemaker, and the web based e-filing site efiling.utahbar.org. He is a frequent speaker at the ABA Techshow and provides technology and practice management-based CLE programs to members of the Utah State Bar and other bars around the country

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DAY 2 - 4/25/12 8 – 11:30 A.M.

The Tech Shopping List:

What Do I Need to Start My Own Practice?

Our two legal tech and law practice management veterans will cover it all,

with the goal of providing you with a comprehensive tech shopping list for

both new practices and for ongoing practices ready for an update. Among

topics they will cover are when to shop - life cycles for replacing hardware and

software; law practice software every practice needs; financial systems for

your practice; office suites and office apps; practice management systems -

and how to get it right the first time; document/email management systems;

operating system choices - Mac? Windows? Chrome?; the smartest “helper”

apps including wireless time entry, automatic time entry; document assembly;

smartphone apps for your practice; how to most effectively pay for your

technology including comparing purchasing v. leasing; using consultants or

going the DIY route; and, of course, the evolving role of the cloud in your practice.

Facilitators: Ellen Freedman and Ross Kodner

Ellen Freedman founded Freedman Consulting,

after managing law firms for 20 years. She assists

Pennsylvania law firms with strategic planning,

retreat facilitation, practice management audits,

human resources, marketing and client development,

financial management and profitability enhancement,

compensation, technology, and project management.

Ross Kodner is the president and founder of

MicroLaw, Inc., a Milwaukee legal technology

consultancy and turnkey legal automation system

provider. He developed The Paper LESS Office™,

a revolutionary common-sense approach toward

managing paper in a law practice. MicroLaw.com,

Ross’ company’s website, has become one of the

world’s largest repositories of online legal technology

CLE materials and articles.

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DAY 2 - 4/25/12 8 – 9:15 A.M.

Powerful Presentations Using Persuasion

and Psychology

Come and explore the psychology, neuroscience and physiology of

communications, multimedia learning and graphics. Learn how you can use

these new developments in neuroscience and technology to improve your

presentations – both inside and outside of court.

Facilitators: Justin Kahn and Gwynne Monahan

Justin Kahn is an AV rated attorney. He writes

and speaks nationally and locally on various topics

including civil procedure, evidence, persuasion,

litigation and technology. Justin is board certified

by the National Board of Trial Advocacy as a civil

advocate and board certified in medical negligence

by the American Board of Professional Liability

Attorneys where he serves on the board. Justin

is an adjunct professor at the Charleston School

of Law where he teaches civil pre-trial practice.

Gwynne Monahan is best known by her Twitter

handle, @econwriter5. She earned her Master

of Sciences degree in Information Technology

and Privacy Law from The John Marshall Law

School in Chicago, Illinois, and worked to turn

a project on open source for lawyers into a

consulting business. She has authored several

articles on open source and social media

for lawyers and spoken to such groups as the Chicago Bar Association. A

privacy and open source advocate, she is currently the editor of the award-

winning blog “Small Firm Innovation”, and Communications Manager at Clio.

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DAY 2 - 4/25/12 8 – 9:15 A.M.

Tweeting and Your Legal Blog

Together Twitter and your blog can be powerful companions to help you

reach more potential clients. Twitter helps you build relationships while

blogs enable you to demonstrate your expertise. During this seminar we will:

• Explore Twitter and its terminology

• Discuss the value of blogs

• Identify tools to manage Twitter and blog connectivity

• Explain how to use Twitter to multiply the impact of your blog

Facilitators: Jennifer Ellis and Lisa Solomon

Jennifer Ellis, vice president and a consultant with

Freedman Consulting, assists law firms with issues,

including marketing, technology, the intersection

of technology and ethics, client development,

and teaching attorneys how to make effective

use of technology to obtain better leverage

and enhance profitability. Jennifer served as

associate director of media technologies with the

Pennsylvania Bar Institute for over 12 years and managed many of PBI’s programs

on technology, technology law, law practice management and social media.

Lisa Solomon is the author of many published

articles about appellate practice and procedure,

and has also written extensively about the field of

contract lawyering. A nationally-known speaker,

she frequently presents continuing legal education

courses about legal writing and contract lawyering.

Her innovative law practice has been featured in such

periodicals as the National Law Journal and the ABA

Journal, and in a number of books about legal careers.

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DAY 2 - 4/25/12 9:30 – 10:30 A.M.

SEO for Attorneys and Law Firms

This course will take the mystery out of SEO (Search Engine Optimization)

and get down to its core. We will explore why it is so hard—and frustrating— to

get ranked Number 1 and why it works for some and not others. If you apply

your own internal SEO initiatives or work with another firm or employee

on SEO, this is a session you won’t want to miss. You’ll learn valuable

tricks and tools to use as a solid foundation to navigate your SEO strategy.

Facilitator: Dan Carbone

Dan Carbone, previously the owner of SyncShow

Interactive, merged his company with IdeaEngine

in July 2006, and brought the awesome

SyncShow® CMS to Syncshow Interactive. As

the leader of Syncshow Interactive’s technology

initiatives, Dan oversees everything from

SEO and SEM strategies to online security,

interactive media, and content management.

Most importantly, of course, he helps the technology team implement cutting-

edge technologies in website development. Prior to forming IdeaEngine, Dan

was employed by a subsidiary of Ernst & Young, where he was the technology

lead for a group of more than 20 developers in the firm’s business education,

learning, and development segment. Dan is also a skilled programmer in HTML,

JAVA, PHP, ASP, JavaScript, XPATH, XSLT, Action Scripting, PERL and XML.

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DAY 2 - 4/25/12 9:45 – 11:30 A.M.

Finding the Smoking Gun – eDiscovery Update

The explosive growth in eDiscovery continues and it has now reached the point,

in many cases, where both routine evidence and smoking guns are digital. This

session will cover the basics of eDiscovery, including the nature of digital data,

litigation holds, protecting privilege and how to request and produce digital data.

It will explore current hot topics like cooperation sanctions, proportionality,

discovery in the cloud, and search and retrieval tools.

Facilitator: David Ries

David Ries focuses his practice in the areas

of environmental, commercial and technology

litigation. He has used computers in his practice

since the early 1980s and chairs his firm’s

eDiscovery and Records Management Group.

David has frequently lectured and written for legal,

educational, and professional groups. His practice

addresses issues such as information security

and privacy, environmental site remediation, challenges to penalties, admissibility

of expert opinions, eDiscovery and environmental forensics. He has bachelor’s

and law degrees from Boston College.

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DAY 2 - 4/25/12 10:30 - 11:30 A.M.

60 Essential iPad Apps for Lawyers

The iPad continues to infiltrate the legal profession because they look great

and are so easy to use. They’re great for playing Angry Birds, but they’re

also becoming bona-fide productivity tools. In this session we’ll cover the

most important apps that every lawyer should have on their iPad including

document viewers, PDF annotators, book readers, word processing tools,

document storage, legal research, presentation helpers, note-taking and more!

Facilitators: Brett Burney and Tom Lambotte

Brett Burney is principal of Burney Consultants LLC, and focuses his time on bridging the chasm between the legal and technology frontiers of electronic discovery. Brett is also very active in the Mac-using lawyer community, working with law firms who desire to integrate Mac and iOS devices into their practice. Prior to establishing Burney Consultants LLC, Brett spent over five years at the law firm of Thompson Hine LLP where he worked with litigation teams in

building document databases, counseling on electronic discovery issues, and supporting them at trial. Brett is a frequent contributor to Law.com and speaks around the country on litigation support, eDiscovery and Mac-related topics.

Tom Lambotte saw the need for an Apple Consultant to specialize in the legal field four years ago. Since then, his company, GlobalMac IT Consulting, has worked with solo attorneys and small law firms in close to 20 states, providing comprehensive consulting; everything from full PC to Mac conversions, to Daylite and Billings Pro implementation and training, to Managed Services, which allows law firms to fully outsource their IT and focus on running their business.

Tom is one of the Top 10 Daylite Master Partners, Billings Pro certified, co-founded the DayliteLawOffice Google group, and is an active contributor to the Mac-In-Law-Office community.

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DAY 2 - 4/25/12 12:30 - 4 P.M.

Smartphones and Tablets:

Android, iPhone and Blackberry Shoot-Out!

Use of Smartphones and tablet computers are one area of technology

where attorneys are ahead of the curve, with a large percentage of users.

They provide great benefits, but also present great risk, particularly in

security and confidentiality. There is a blinding array of smartphones and

tablets to choose from (operating systems, manufacturers, models, etc.).

This session will explore selection and use of smartphones and tablets for

attorneys, including a comparison of available features and apps. It will also

cover what you need to know to ethically use, secure and manage them.

Facilitators: Diane Ebersole, Joe Marquette and David Ries

Diane Ebersole is a practice management advisor for the State Bar of Michigan, chairperson of the Practice Management Advisors of North America, and chair of the ABA State and Local Bar Outreach Committee. She is a member of the ABA Careers Task Force of the Law Practice Management Section, and serves on the board of the ABA Law Practice Magazine. Diane is a frequent speaker, presenting topics encompassing office management technology and best practices, mobile practice tools and integrated practice management applications.

Joe Marquette is the founder and president of Accellis Technology Group, a legal technology services and consulting company located in Cleveland, Ohio. He has extensive experience in the IT field by serving as the chief technology officer for a large Internet company, vice president of consulting services for a national technology consulting firm and president of a regional technology firm.

David Ries addresses issues such as information security and privacy, environmental site remediation, challenges to penalties, admissibility of expert opinions, eDiscovery and environmental forensics. He has his bachelor’s and law degrees from Boston College.

 

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DAY 2 - 4/25/12 12:30 – 2 P.M.

3-2-1 You’re On!

Incorporating Video Into Your Online Marketing

The use of video on the web is exploding, and attorneys who want to be noticed

must use video as a part of their marketing toolkit. In this program, you will learn

best practices for creating engaging video that encourages potential clients to

pick up the phone.

Facilitators: Jennifer Ellis and Lisa Solomon

Jennifer Ellis, vice president and consultant

with Freedman Consulting, assists law firms

with marketing, technology, the intersection of

technology and ethics, client development, and

teaching attorneys how to make effective use of

technology to obtain better leverage and enhance

profitability. She works on issues involving social

media, including law firm marketing and evidence

collection and preservation. Jennifer served as

associate director of media technologies with

the Pennsylvania Bar Institute for over 12 years.

Lisa Solomon is the author of many published

articles about appellate practice and procedure,

and has also written extensively about the field of

contract lawyering. A nationally-known speaker,

she frequently presents continuing legal education

courses about legal writing and contract lawyering.

Her innovative law practice has been featured in

such periodicals as the National Law Journal and

the ABA Journal, and in books about legal careers.

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The bio or “about” page is one of the most viewed pages on a lawyer’s website.

On social media, the bio or profile helps new connections or potential followers

make decisions about whether or not to interact with you. Your “elevator speech”

is your spoken bio and it can make or break a new relationship with a potential

client or referral source. But despite its importance, the bio is an often overlooked

marketing tool and many lawyers give it short shrift. In this session, you’ll learn

the elements of a good bio and how to tailor that bio to the particular platform,

whether it is your website, a social media profile, or your spoken introduction.

Learn the common mistakes lawyers make when creating their bio and how you

can avoid them.

Facilitators: Chad E. Burton and Allison C. Shields

Chad E. Burton regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues. Chad has a bachelor’s degree in political science from Miami University and a law degree from Case Western Reserve University. He is a Dayton Business Journal’s Forty Under 40 recipient, has received the Community Service Award for Lawyers Under 40 by the Ohio State Bar Foundation, and has been named as a Rising Star in Ohio Super Lawyer Magazine.

Allison C. Shields, president of Legal Ease Consulting, Inc., provides productivity, practice management, marketing, business development coaching and consulting services for lawyers and law firms. A sought-after author and lecturer, her website, “Lawyer Meltdown”, provides resources and information for lawyers about managing and building their practices. Allison is the co-author, with Dennis Kennedy, of “LinkedIn in One Hour for Lawyers”, recently released by the American Bar Association’s Law Practice Management section.

DAY 2 - 4/26/12 12:30 - 2 P.M.

It’s All About Me: Making an Online Bio Pop

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Using a Mac in the practice of law is a reality for an increasing number of

lawyers today. In this session we look at the applications that are available

for managing a busy practice using your MacBook, Lawstream, DayLite, Things

Mac, LibreOffice and Microsoft Office for the Mac and other utilities. Tools and

applications are covered along with cloud-based services.

Facilitators: David J. Bilinsky, Brett Burney and Tom Lambotte

David J. Bilinsky empowers lawyers to anticipate the changes, realize the opportunities, face the challenges and embrace expanding possibilities of the application of practice management concepts to the practice of law in innovative ways that provide service excellence. He writes regularly for publications in the USA and Canada including being a core contributor to the award-winning blog www.slaw.ca as well as his own blog: www.thoughtfullaw.com.

Brett Burney is very active in the Mac-using lawyer community, working with law firms who desire to integrate Mac and iOS devices into their practice. Prior to establishing Burney Consultants LLC, Brett spent over five years at the law firm of Thompson Hine LLP where he worked with litigation teams in building document databases, counseling on electronic discovery issues, and supporting them at trial. Brett is a frequent contributor to Law.com and speaks around the country on litigation support, eDiscovery and Mac-related topics.

Tom Lambotte and his company, GlobalMac IT Consulting, has worked with solo attorneys and small law firms in close to 20 states, providing comprehensive consulting; from full PC to Mac conversions, to Daylite and Billings Pro implementation and training, to Managed Services, which allows law firms to fully outsource their IT and focus on running their business. Tom is one of the Top 10 Daylite Master Partners, Billings Pro certified, co-founded the DayliteLawOffice Google group, and is an active contributor to the Mac-In-Law-Office community.

DAY 2 - 4/25/12 2:15 - 4 P.M.

Managing Your Practice on a Mac

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DAY 2 - 4/25/12 2:15 - 4 P.M.

Collaboration and Mind Mapping

Learn how the use of collaboration and mind mapping tools can enable lawyers

to leverage synergy of ideas and legal talent on behalf of their clients. Collaboration

tools can facilitate lawyers working together whether down the hall or across

the state. Mind mapping tools can help lawyers grasp the organization of their

ideas, whether they are working on drafting their brief, crafting their opinion

letter or developing their closing argument. Like brainstorming? You’ll love

collaborating and mind mapping! Come learn how technology can make it easier.

Facilitators: Chad E. Burton and Gwynne Monahan

Chad E. Burton founded Burton Law, a virtual

law firm model which is growing beyond its Ohio

roots. Chad regularly speaks on topics such as

practice management, iPads for lawyers, social

media and virtual law issues. He has served on the

Council of Delegates for the Ohio Bar Association,

Dayton Bar Association board, Unified Health

Solutions board and Leadership Circle for the

United Way of Dayton. Chad has a bachelor’s degree in political science from

Miami University and a law degree from Case Western Reserve University.

Gwynne Monahan is best known by her Twitter

handle, @econwriter5. She earned her Master of

Sciences degree in Information Technology and

Privacy Law from The John Marshall Law School

in Chicago, Illinois, and turned a class project on

open source for lawyers into a consulting business.

She has authored several articles on open source

and social media for lawyers and spoken to such

groups as the Chicago Bar Association. A privacy and open source advocate,

she is currently the editor of the award-winning blog “Small Firm Innovation”, and

Communications Manager at Clio.

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If you are a Mac user and a geek, this session will be a dream. Everybody loves a

good tip, and this session aims to blow your mind with spotlight hacks, keyboard

shortcuts, automator workflows, dock adjustments, finder fixes, mail and iCal

tricks, system preference tweaks, and much, much more. The panelists will share

their seriously geeky workflows and describe the tools and utilities that keep them

clicking throughout the workday. This session is for any Mac-user (novice or pro)

who wants to learn the hidden tricks for getting more out of your Mac.

Facilitators: Brett Burney and Chad E. Burton

Brett Burney, a principal in Burney Consultants

LLC, is active in the Mac-using lawyer community,

working with law firms who want to integrate

Mac and iOS devices into their practice. Prior to

establishing Burney Consultants, Brett spent five

years at Thompson Hine LLP where he worked with

litigation teams in building document databases,

counseling on electronic discovery issues, and

supporting them at trial. Brett is a frequent

contributor to Law.com and speaks around the country on litigation support,

eDiscovery and Mac-related topics.

Chad E. Burton started his legal career in the big

law firm world before he created a solo practice.

His interest in technology and law practice

management sparked the concept of Burton Law,

a virtual law firm model, which is growing beyond

its Ohio roots. Chad regularly speaks on topics

such as practice management, iPads for lawyers,

social media and virtual law issues. He is a Dayton

Business Journal’s Forty Under 40 recipient, has

received the Community Service Award for Lawyers Under 40 by the Ohio State

Bar Foundation and was named as a Rising Star in Ohio Super Lawyer Magazine.

DAY 3 - 4/26/12 8 - 9:45 A.M.

Mac Power Users

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A look at the trends, technology and cultural challenges driving the stay

anywhere but the office attorney. From virtual desktop tools, cloud services,

and the techniques to keep it all secure while delivering great service to your

clients, this is the primer for getting started on the road to the virtual practice.

Facilitator: Lincoln Mead

Lincoln Mead is the first IT Director for the Utah

State Bar. He has developed the Bar’s website

and several iterations, implemented a program to

assist members of the Bar for getting answers to

technology questions, and has helped arrange for

technology partnerships for the member benefits

program such as online CLE, Casemaker, and the

web based e-filing site efiling.utahbar.org. He is

currently working with the Utah district courts to help provide information to Utah

attorneys and legal professionals on the new e-filing system and in the creation of

a new Bar website. He continues to create interactive communications tools for

Bar sections and working with the courts and state offices to help get

technology tools and information to members of the Bar and the public. He is

a frequent speaker at the ABA Techshow and provides technology and practice

management based CLE programs to members of the Utah State Bar and other

bars around the country.

DAY 3 - 4/26/12 8 - 9:45 A.M.

Virtual Attorney:

How to Be Everywhere and Nowhere at the Same Time

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We live and practice in an increasingly visual age yet lawyers strive to pile words

upon words, rather than making the inherent power of visual imagery part of their

persuasive arsenal. This session will explore how to integrate digital photography

and videography into a modern litigation practice. The presentation will also

examine technical photographic issues that bear upon accurate portrayal of

subject matter, authentication of photographs, and making photographic

exhibits for the court room. We’ll recommend specific digital camera and printer

hardware and software that’s cost-effective and capable of high image quality.

Facilitator: Joseph L. Kashi

Joseph L. Kashi practices law in Soldotna,

Alaska. Since 1990, he has frequently written and

presented a wide range of legal technology topics

for the American Bar Association and many state

bars. Case studies of his law office’s use of legal

technology have been featured on Lexis-Nexis

and Adobe web sites. He received his bachelor’s

and master’s of science degrees from the

Massachusetts Institute of Technology in 1973 and

law degree from Georgetown University in 1976.

DAY 3 - 4/26/12 8 - 9:45 A.M.

Using Video and Photography in a Law Practice

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Unlock the hidden law practice power of your Windows systems. We’ll explore

the right PC configurations for your desktop and laptop systems, the secrets of

smartest PC shopping, Windows 7 legal power tips from how to best work with

multiple displays to the most lawyer-friendly desktop organization, widgets to put

information at your fingertips and the best approaches to protecting confidential

information with built-in Windows tools. We’ll also explore how to connect two or

three Windows computers to share storage and other resources. Get the scoop

on the pro’s list of Windows utilities to keep your system safe, secure and running

smoothly. And yes, we’ll even explore using “secret” Windows power keystrokes!

Facilitator: Ross Kodner

Ross Kodner is president and founder of MicroLaw,

Inc., a Milwaukee legal technology consultancy

and turnkey legal automation system provider. He

developed The Paper LESS Office™, a revolutionary

common-sense approach toward managing paper

in a law practice. He has done presentations on

this topic at more than 150 state and national bar

association events across North America and

Asia. MicroLaw.com, Ross’ company’s website,

is one of the world’s largest repositories of online

legal technology CLE materials and articles.

DAY 3 - 4/26/12 10 - 11:30 A.M.

Pushing Your PCs to Power Your Practice

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DAY 3 - 4/26/12 10 - 11:30 A.M.

The Open Source Law Firm

Open source in law firms? Huh? As the legal industry catches up on technology

with the rest of the world, more and more lawyers are utilizing open source

solutions in their practices. These resources tend to be cost effective (actually,

free). The presentation will introduce the concept and background of open

source. Many solutions exist that will be addressed to show how lawyers can

advance their practices.

Facilitators: Chad E. Burton and Gwynne Monahan

Chad E. Burton started his legal career in the big

law firm world before he created a solo practice.

His interest in technology and law practice

management sparked the concept of Burton Law,

a virtual law firm model, which is growing

beyond its Ohio roots. Chad regularly speaks

on topics such as practice management, iPads

for lawyers, social media and virtual law issues.

Gwynne Monahan is best known by her Twitter

handle, @econwriter5. She earned her Master

of Sciences degree in Information Technology

and Privacy Law from The John Marshall Law

School in Chicago, Illinois, and worked to turn

a class project on open source for lawyers

into a consulting business. She has authored

several articles on open source and social

media for lawyers and spoken to such groups as the Chicago Bar Association.

A privacy and open source advocate, she is currently the editor of the award-

winning blog “Small Firm Innovation”, and Communications Manager at Clio.

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DAY 3 - 4/26/12 10 - 11:30 A.M.

Strategic Technology Planning

From the web to RSS feeds to Twitter to the ABA’s LTRC, PMAs, magazines

such as Law Practice and Law Practice Today and others - there is a flood of

information on new technologies for lawyers. Just how do you keep up with

the flow and how do you decide what to implement and why? How do you

build a technology strategic plan for your firm? How do you incorporate these

new technologies once you decide on them? Lastly how do you deal with

the dinosaurs in your firm? This is a session on the management of change!

Facilitators: Brett Burney and Diane Ebersole

Brett Burney, a principal in Burney Consultants

LLC, is active in the Mac-using lawyer community,

working with law firms who want to integrate

Mac and iOS devices into their practice. Prior to

establishing Burney Consultants, Brett spent five

years at Thompson Hine LLP where he worked with

litigation teams in building document databases,

counseling on electronic discovery issues, and

supporting them at trial. Brett is a frequent contributor to Law.com and speaks

around the country on litigation support, eDiscovery and Mac-related topics.

Diane Ebersole, a practice management advisor

for the State Bar of Michigan, is the chairperson

of the Practice Management Advisors of North

America, and chair of the ABA State and Local

Bar Outreach Committee, a member of the

ABA Careers Task Force of the Law Practice

Management Section, and serves on the board

of the ABA Law Practice Magazine. She presents

topics encompassing office management technology and best practices,

mobile practice tools and integrated practice management applications.

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DAY 3 - 4/26/12 12:30 - 2 P.M.

Time, Billing and Accounting Tips and Tricks

A truly successful law practice is also a profitable one. You don’t have to wince

when thinking about getting your bills out the door, and your money in. This

fast-paced session will provide you with practical tips, tricks and techniques that

will allow you to better manage, capture, enter, charge and collect for your valuable

and limited time every day.

Facilitator: Ellen Freedman

Ellen Freedman is founder and president of

Freedman Consulting, a firm she launched after

managing law firms for 20 years. She assists

Pennsylvania law firms with strategic planning,

retreat facilitation, practice management

audits, human resources, marketing and client

development, financial management and

profitability enhancement, compensation,

technology, and project management. Ellen

holds the designation of Certified Legal Manager

through the Association of Legal Administrators

(ALA), one of the first 20 in the nation to

have achieved this designation. She holds a

certification in computer programming from

Maxwell Institute, a certification in website design

and a bachelor’s degree from Temple University.

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DAY 3 - 4/26/12 12:30 - 2 P.M.

Successful Paperless Transitions

Joe and Ross will extend the information presented in the earlier Paperless/Paper

LESS session and focus on how to successfully make this all-important transition.

Explore the psychology of dealing with the irrational fear of de-emphasizing paper;

the idea that people can still have all the paper they want, when it makes sense to

use it; transitioning reliance on a primarily paper system to a primarily electronic

system; using a document/email management system as part of a Paper LESS

move; and how to get people to comply with logical file-naming conventions.

Facilitators: Joseph L. Kashi and Ross Kodner

Joseph L. Kashi practices law in Soldotna, Alaska.

Since 1990, he has written and presented a wide

range of legal technology topics for the American

Bar Association and many state bars. Case studies

of his law office’s use of legal technology have

been featured on Lexis-Nexis and Adobe web

sites. He received his bachelor’s and master’s of

science degrees from the Massachusetts Institute

of Technology in 1973 and his law degree from Georgetown University in 1976.

Ross Kodner is president and founder of

MicroLaw, Inc., a Milwaukee legal technology

consultancy and turnkey legal automation

system provider. He developed The Paper LESS

Office™, a revolutionary common-sense approach

toward managing paper in a law practice. He has

done presentations on this topic at more than

150 state and national bar association events

in North America and Asia. MicroLaw.com, Ross’ company’s website, has

become one of the world’s largest repositories of online legal technology CLE

materials and articles. He received his law degree from Marquette University.

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DAY 3 - 4/26/12 12:30 - 2 P.M.

Reaching Higher: Best Practices in Cloud Technology

Don’t be scared of the cloud. Seriously. It is not some amorphous concept that

sends lawyers running to their malpractice carriers in fear. That said, like any

use of technology or practice management tools, lawyers need to use their head

and become informed. The presentation will explain the concept of cloud-based

technology. Best practices will be addressed for selecting cloud-based tools and

providers, along with ethics issues lawyers should identify.

Facilitators: Chad E. Burton and Lincoln Mead

Chad E. Burton started his legal career in the big law firm world before he created a solo practice. His interest in technology and law practice management sparked the concept of Burton Law, a virtual law firm model, which is growing beyond its Ohio roots. Chad regularly speaks on topics such as practice management, iPads for lawyers, social media and virtual law issues. He is a Dayton Business Journal’s Forty Under 40 recipient and has received the Community Service Award for Lawyers Under 40 by the Ohio State Bar Foundation. He was named as a Rising Star in Ohio Super Lawyer Magazine.

Lincoln Mead developed the Utah Bar’s website and has seen it through several iterations. He implemented a program to assist members of the Bar for getting answers to technology questions and helps in arranging for technology partnerships for the member benefits program such as online CLE, Casemaker, and the web based e-filing site efiling.utahbar.org. He is a frequent speaker at the ABA Techshow and provides technology and practice management-based CLE programs to members of the Utah State Bar and other bars around the country.

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DAY 3 - 4/26/12 2:15 - 4 P.M.

Managing Change and Adoption of Technologies

Ray Kurzweil stated, “An analysis of the history of technology shows that

technological change is exponential, contrary to the common-sense ‘intuitive

linear’ view. So we won’t experience 100 years of progress in the 21st century—it

will be more like 20,000 years of progress (at today’s rate).” Accordingly managing

change in a law office will be a major issue facing all lawyers in the near future. We

will examine strategies for adapting how you now practice law to take maximum

advantage of imaging technology. We will also propose best practices in moving

your practice from an analogue (paper) orientation to a digital one.

Facilitators: Dave J. Bilinsky and Joseph L. Kashi

David J. Bilinsky is a practice management consultant and lawyer for the Law Society of British Columbia, and is an adjunct professor at Simon Fraser University teaching an online graduate-level course in the Applied Legal Studies program. His mission in life is to empower lawyers to anticipate the changes, realize the opportunities, face the challenges and embrace the expanding possibilities of the application of practice management concepts to the practice

of law in innovative ways that provide service excellence. He writes regularly for publications in the USA and Canada including being a core contributor to the award-winning blog www.slaw.ca and his own blog, www.thoughtfullaw.com.

Joseph L. Kashi has frequently written and presented a wide range of legal technology topics for the American Bar Association and many state bars. Case studies of his law office’s use of legal technology have been featured on Lexis-Nexis and Adobe web sites. He received his bachelor’s and master’s degrees from the Massachusetts Institute of Technology and his law degree from Georgetown University in 1976.

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DAY 3 - 4/26/12 2:15 - 4 P.M.

60 Sites and Apps in 60+ Minutes

Wait, don’t rush out the doors just yet! This final session will give you a whirlwind

tour of the websites and apps to help every attorney keep up-to-date, organized,

and amused.

Facilitators: Jennifer Ellis, Ellen Freedman and Ross Kodner

Jennifer Ellis, vice president and consultant with Freedman Consulting, assists law firms with a full range of issues, including consulting in marketing, technology, the intersection of technology and ethics, client development, and teaching attorneys how to make effective use of technology to obtain better leverage and enhance profitability. She spends a substantial amount of time on issues involving social media, including law firm marketing and evidence collection and preservation.

Ellen Freedman is president of Freedman Consulting, which she founded after managing law firms for 20 years. She assists Pennsylvania law firms with strategic planning, retreat facilitation, practice management audits, human resources, marketing and client development, financial management and profitability enhancement, compensation, technology, and project management.

Ross Kodner is president and founder of MicroLaw, Inc., a Milwaukee legal technology consultancy and turnkey legal automation system provider. He developed The Paper LESS Office™, a revolutionary common-sense approach toward managing paper in a law practice. He has done presentations on this topic at more than 150 state and national bar association events across North America and Asia. MicroLaw.com, Ross’ company’s website, has become one of the world’s largest repositories of online legal technology CLE materials and articles.

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DAY 3 - 4/26/12 2:15 - 4 P.M.

60 Cloud-Based Applications for Your Practice

Cloud applications, accessible from anywhere that you have Internet

connectivity, are everywhere. This session will look at cloud-based law practice

management systems; document collaboration; management and storage

platforms; secure document and information exchange services; secure email

networks; digital dictation services; billing/timekeeping services; and email

marketing services.

Facilitators: Richard Ferguson and Lisa Solomon

Richard Ferguson, a lawyer of more than 30 years,

has successfully represented his clients before

all courts in Alberta, and has broad experience in

business and commercial law. Richard is a frequent

speaker in the law practice management and

technology areas and he has been an advisor for

developments at Edmonton’s City Hall. In 2003

Richard received the Patricia Cook Award for Arts

Advocacy from the Alberta Choral Federation. In 2009 Richard was inducted as a

fellow of the College of Law Practice Management in recognition of his volunteer

efforts to promote law practice management and technology in law firms.

Lisa Solomon is the author of many published

articles about appellate practice and procedure,

and has also written extensively about the

field of contract lawyering. A nationally-known

speaker, she frequently presents continuing legal

education courses about legal writing and contract

lawyering. Her innovative law practice has been

featured in such periodicals as the National Law

Journal and the ABA Journal, and in a number of books about legal careers.

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