The Nightmares

Presented By:

Betsy Hults Jones Day

Atlanta, Georgia

Deana McDonald Greenberg Traurig LLP

Miami, Florida

Presented at: ACLEA 51st Annual Meeting

August 1-4, 2015 Chicago, Illinois

Betsy Hults JonesDay

Atlanta,GeorgiaBetsy  Hults  is  the  Firmwide  CLE  &  Lawyer  Training  Manager  for  Jones  Day,  based  in  the  Atlanta office.  She has been with Jones Day for 31 years, starting as a paralegal and working her way up through the  ranks  in  several administrative  roles,  including  training and  recruiting.   Betsy holds a B.A. degree from  Vanderbilt  University  and  a  paralegal  certificate  from  the  Institute  for  Paralegal  Training  in Philadelphia.  She is a member of ACLEA where she is co‐chair of the In‐House SIG and a member of the Boston  Planning  Committee.   Betsy  and  her  husband  have  two  children‐‐  a  son  who  is  a  recent mechanical engineering graduate from Georgia Tech and a daughter who is a rising college sophomore at Texas Christian University.  Even better, the recent graduate has a job and his own apartment!  Betsy and her husband are currently training in the fine art of enjoying an empty nest.      

Deana McDonald GreenbergTraurigLLP

Miami,Florida

Deana McDonald  is the Firm‐wide CLE Specialist for Greenberg Traurig, based  in the Doral office.   She has been with GT for 11 years.   

Deana McDonald holds a BA degree in Pharmacology.  She is a member of ACLEA where she belongs to the In‐House SIG.   Deana and her husband have three children ages 5, 15, 16.   They recently bought a new house that will hold their entire family of 8, including their 3cats.    

In-House Legal Training Deconstructed: The NightmaresACLEA Chicago

August 2015

1

Betsy Hults – Jones DayDeana McDonald – Greenberg Traurig LLP

To Track or Not to Track…That Is the QuestionPassive or Active Support• Firm Philosophy• Implementation• Pros• Cons• Best Practices

2

MCLE Rules – How Different Can They Be?

3

MCLE Rules

Distance Learning

Carryover

RoundingSelf-

Reporting States

In-House

Reciprocity/Recognized

Jurisdictions

Categories of Credit

Self-Study Exemptions

Compliance Groups

50 vs. 60Minute hour

Outside Attendees

Submission Deadlines

Newly Admitted/

Bridge the Gap

Solutions for Managing the LandscapeDatabases• In-House• CLE Tracking Software• Other CLE Tracking Tools

4

Solutions for Managing the Landscape• Charts• Forms• Summaries

5

Outside Sources• PLI• West LegalEdcenter• CLE Reg• ABA• MICRON• viDesktop• Additional Sources

6

CLE Credits for Clients1. How to Partner with Business

Development/Marketing2. Webinar Providers3. Walking the Fine Line – keeping clients

happy while following the rules

7

Attorneys with Multiple Jurisdictions and Last Minute Emergencies• The Nightmares• How to Help

• Reciprocity• Recognized Jurisdictions• Exemptions• Grace Periods• Extension Procedures• Pre-Paid Contracts• Resources in each jurisdiction for live programs on short notice

8

What Other MCLE Nightmares Keep You Up at Night?

9

In-House Legal Training Deconstructed: The NightmaresACLEA Chicago

August 2015

10

Betsy Hults – Jones DayDeana McDonald – Greenberg Traurig LLP

NAI 1500384965_1

5b - The Nightmares.pdfIn-House Legal Training Deconstructed: �The NightmaresTo Track or Not to Track…�That Is the QuestionMCLE Rules – How Different Can They Be?Solutions for Managing the LandscapeSolutions for Managing the LandscapeOutside SourcesCLE Credits for ClientsAttorneys with Multiple Jurisdictions and Last Minute EmergenciesWhat Other MCLE Nightmares �Keep You Up at Night?In-House Legal Training Deconstructed: �The Nightmares