CLE Programming

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CLE Credits

Charleston Place Hotel

This program will introduce solo and small firm lawyers to the business development opportunities that are available for themselves and their clients through the services offered by the 93 Procurement Technical Assistance Centers (PTACs) located across the country. Learn how to access the no cost counseling and education programs that can help you and your clients sell your services and products to the appropriate government agencies. Moderator: Mike Flowers, Vice President & Chief Legal Officer, KBK Enterprises, Columbus, OH Speakers: Robert Donato, South Carolina Small Business Development Center, North Charleston, SC Linda Blanton, South Carolina Small Business Development Center, North Charleston, SC

Do you have personal Facebook, Twitter, LinkedIn and other social media accounts? How do those reflect on your law practice and your persona of professionalism? Learn the most effective, ethical and responsible ways to use social media sites and services to promote your practice, serve as a business development tool and get it all done in a way that doesn’t expose your practice to risk or liability. Speakers: Ross Kodner, Attorney, MicroLaw, Milwaukee, WI Alan Klevan, Attorney, Law Practice Strategies, Wellesley, MA

Many lawyers are increasingly opting for solo and small firm practice. The difference between feast or famine, eating v. starving, can rest on choosing and deploying the right technology tools to power up a new practice or reinvigorate an ongoing practice. Our experienced presenters will describe all the low-budget / no-budget systems to automate a brand new law practice or revamp an existing practice. From software, hardware, web services and a raft of clever tips, you can develop business and serve your new clientele literally on a shoe-string, in many cases, equaling or surpassing the capabilities of much larger or more established practices. So whether you’re a new lawyer just starting out or a 30 year wizened veteran, this is hardcore now day one! Speakers: Ross Kodner, Attorney, MicroLaw, Milwaukee, WI Alan Klevan, Attorney, Law Practice Strategies, Wellesley, MA

This program will examine some of the issues that commonly arise in depositions. Attendees will learn practical techniques and tactics for handling unpractical situations, deponents, and opposing counsel. Speakers: Elizabeth Palmer, Attorney, Rosen, Rosen & Hagood, LLC, Charleston, SC Daniel “Frank” Blanchard, Rosen, Rosen & Hagood, LLC, Charleston, SC

You’d have to have been living under a proverbial rock to be unaware of “cloud computing” today. A broad range of internet-based services and tools abound for lawyers today. From practice management and billing systems to sharable online document repositories, to online word processing to the hosting of complete servers and much more, the appeal is obvious – “easy” to deploy, “cheap” to maintain. But is the hype backed by the reality of cloud computing? We’ll explore the side of web tools that you don’t normally here amidst all the sales and marketing talk – a hardcore, pull-no-punches view of the ups and downs of legal cloud computing including security and ethical issues, the ability to work (or not) if you’re having a “bad internet day,” and a REAL cost comparison of cloud v. traditional law practice systems. A must-see session before putting your law firm on the web. Speakers: Ross Kodner, Attorney, MicroLaw, Milwaukee, WI Alan Klevan, Attorney, Law Practice Strategies, Wellesley, MA

His program will cover the basics of representing a whistleblower in prosecuting a federal false claims act lawsuit. You will learn the following: elements of a FCA action, managing client expectations, fee agreements, disclosure statements, initial court filings, intervention by the Department of Justice, common types of frauds against the federal government, SEC whistleblowers, tax fraud whistleblowers, and statute of limitations. Speaker: Joe Griffith, Attorney, Joe Griffith Law Firm LLC, Charleston, SC

Technology, or the misuse thereof, makes it possible to commit malpractice or an ethical violation literally in the click of a mouse or the tap of a finger on a touchscreen. We’ll explore the myriad ways techno.unwary lawyers can get in malpractice trouble or find themselves in ethical hot water through uneducated or misguided use of technology. Learn how to be sure your information is protected, how you can be sure your smartphone or wifi connection isn’t exposing confidential client information to risk of unauthorized interception, find out the foolproof ways to protect yourself from the metadata threat, learn how to communicate with clients securely and how to be sure your PDFs and other electronic documents can’t be altered without your permission. Finally, learn how to avoid “stupid social networking” by inadvisable and possibly unethical use of Facebook, Twitter, Linkedin and Youtube. Stay out of techno.trouble – we’ll show you how to practice “safe computing.” Speakers: Ross Kodner, Attorney, MicroLaw, Milwaukee, WI Alan Klevan, Attorney, Law Practice Strategies, Wellesley, MA

Just how should your client’s take title to their new property? Joint tenants? Joint tenants with Survivorship? What happens when ouster’s occur? How do you handle family fights and probate battles? Practical tips to avoid claims and taking title. Get some practical advice and guidance on real estate law office practices. Speakers: David Tedder, Attorney, David L. Tedder PA, Beaufort, SC Susan Pesner, Attorney, Pesner Kawamoto Conway, PLC, McLean, VA

The members of this panel will share with solo and small firm lawyers successful strategies that they have developed and employed to secure business from larger corporate clients. Find out how your often lower fee structure and the use of technology can make you competitive with large firms and attractive to cost conscious corporations. They will also discuss the perspective of an in house counsel in selecting and retaining minority lawyers and law firms and the importance of using a diverse legal team to increase a corporation’s bottom line. Moderator: Aurora Austriaco, Attorney, Austriaco and Associates, Chicago, IL Speakers: Susan Edwards, Attorney, Gaffney Lewis & Edwards, Columbia, SC Kim Hogrefe, Attorney, Chubb & Son, Warren, NJ

This program will review some of the key legal ethics issues that are arising due to the profession’s increasing use of technology, including issues relating to confidentiality and the use of Internet-based client development tools, such as social networking. The program will provide an overview of the ABA Commission on Ethics 20/20 and how it proposes to address these issues. Moderator: Kathleen Hopkins, Attorney, Real Property Law Group, PLLC, Seattle, WA Speakers: Hon. Elizabeth Lacy, Judge, Supreme Court of Virginia, Richmond, VA Andrew Perlman, Professor & Attorney, Suffolk University Law School, Boston, MA

During this program, solo and small firm lawyers will learn if they are eligible to be certified as a Minority Business Enterprise (MBE) and the steps that they need to take to obtain certification. The panel will also provide guidance on how to market MBE certified status to private sector and public sector clients. Moderator: Aurora Austriaco, Attorney, Austriaco and Associates, Chicago, IL Speakers: Janice Brown, Attorney, Brown Law Group, San Diego, CA Shelia Hill Morgan, President and CEO, Chicago Minority Supplier Development Council, Chicago, IL

There was the Sarbanes–Oxley Act of 2002 also known as the 'Public Company Accounting Reform and Investor Protection Act' and 'Corporate and Auditing Accountability and Responsibility Act' and in 2010 The Dodd–Frank Wall Street Reform and Consumer Protection Act was signed into law. The Act implements financial regulatory reform seeking to promote the financial stability of the United States by improving accountability and transparency in the financial system, to end "too big to fail", to protect the American taxpayer by ending bailouts, to protect consumers from abusive financial services practices, and for other purposes. A major focus of Sarbanes-Oxley and Dodd-Frank is for businesses to implement internal controls designed to prevent, detect and deter insider fraud. Most businesses don’t truly understand what fraud is and often implement inadequate policies, procedures and controls. You will learn how to assist your clients effectively navigate the growing risk of insider fraud threats. Speaker: Edith Curry, President, Palaxar, LLC, Richmond, VA

60 Tips in 60 Minutes is a fast-paced presentation filled with new technology and advice on how to improve your law practice through the use of technology. Speakers Jeffrey Allen, Ashley Hallene and Kathleen Havener will provide tips on everything from hardware to software and from cloud computing to security. Just for fun, they will also talk about helpful websites that you may want to check out. To help you satisfy your ethics requirements, they will discuss some of the ethical concerns and traps brought to you through advancing technology. You will not want to miss this always popular program. Speakers: Jeffrey Allen, Attorney, Graves & Allen, Oakland, CA Kathleen Havener, Attorney, The Havener Law Firm LLC, Chagrin Falls, OH Ashley Hallene, Attorney, Katy, TX

Annual tax reporting procedures regarding credit card transactions have changed for the 2012 to 2013 tax years. This CLE session will explain the correct reporting procedures required of credit card processors by the IRS through a 1099 Form and what impact that will have upon you and your tax returns. In addition, panelists will discuss regulations effective in 2013 that can lead to withholding of 28% of credit card transactions if the Tax ID number and business name associated with a law firm's credit card processing or Merchant Account do not match those on file with the IRS. How to avoid this harsh penalty on your operating account and your client trust accounts will also be shared. Don’t miss this important opportunity to learn how to avoid hassles with the IRS, safeguard funds that belong to your clients, and assure that you receive all the funds you are due from credit card transactions. Come prepared to listen, learn and have your questions answered.

In part one of this comprehensive CLE you will be taught by experienced immigration lawyers and trainers and be provided with the tools needed to competently represent children in the immigration courts. This program is sponsored jointly by the ABA Commission on Immigration and the GP Solo Pro Bono & Public Service Committee. Upon completion of the training, attendees will be offered the opportunity to participate in immigration proceedings representing unaccompanied children, through established pro bono programs that identify and screen clients, and provide mentors and support Kids In Need of Defense (KIND) project. A short video on the Kids In Need of Defense (KIND) project, free CLE materials and supplemental podcasts can be found at: http://www.americanbar.org/groups/gpsolo/initiatives/kind.html Speakers: Karen Grisez, Attorney, Fried Frank, Washington, DC Anne Cooper, Attorney, Kids In Need of Defense (KIND), Boston, MA

In part two of this comprehensive CLE program, past relative cases will be examined by experienced immigration lawyers and trainers to give you the next level of tools needed to competently represent children in the immigration courts. This program is sponsored jointly by the ABA Commission on Immigration and the GP Solo Pro Bono & Public Service Committee. Upon completion of the training, attendees will be offered the opportunity to participate in immigration proceedings representing unaccompanied children, through established pro bono programs that identify and screen clients, and provide mentors and support Kids In Need of Defense (KIND) project. A short video on the Kids In Need of Defense (KIND) project, free CLE materials and supplemental podcasts can be found at: http://www.americanbar.org/groups/gpsolo/initiatives/kind.html Speakers: Karen Grisez, Attorney, Fried Frank, Washington, DC Anne Cooper, Attorney, Kids In Need of Defense (KIND), Boston, MA

Friday, May 18, 2012

08:00 AM - 09:00 AM : CLE: This Time the Government Really is Here to Help-Finding Business Using a Procurement Technical Assistance Center (PTAC).

08:00 AM - 09:00 AM : CLE: Social Media Is not a Fad: Facebook, Twitter, Google+, Linkedin and YouTube and How to Use Them Responsibly and Ethically in Your Practice

09:10 AM - 10:10 AM : CLE: The 2012 Solo & Small Firm Lawyer's Low Budget / No- Budget Technology Survival Guide: Software, Hardware and Services That Make Economic Sense

09:10 AM - 10:10 AM : CLE: Do’s and Don’ts of Depositions

10:20 AM - 11:20 AM : CLE: Increasing Cloudiness in Your Practice - The Hardcore Realities of Web-Based Systems - Costs, Tools, Services Explained

10:20 AM - 11:20 AM : CLE: Whistleblower Claims for Frauds Against the U.S. Government -- The Basics of the Federal False Claims Act

11:30 AM - 12:30 PM : CLE: How NOT to Commit Malpractice With Your Computer (or iPad or Smartphone)!

11:30 AM - 12:30 PM : CLE: Title: How to Take it and Keep your Real Estate Title Problem Free

02:10 PM - 03:10 PM : CLE: Can David Work for Goliath? -Solo and Small Firm Strategies to Gain Business from Corporate Clients.  

02:10 PM - 03:10 PM : CLE: Legal Ethics in a Digital Age: A View from the ABA Commission on Ethics 20/20

03:20 PM - 04:20 PM : CLE: It Pays to be Certified-How to Obtain Certification of Your Law Firm as a Minority Business Enterprise (MBE).

03:20 PM - 04:20 PM : CLE: Employee Fraud – How to Identify It and How to Advise Your Clients

04:30 PM - 05:30 PM : CLE: 60 Tips in 60 Minutes

04:30 PM - 05:30 PM : CLE: IOLTA, 1099s, Credit Card Processing & You

  • MCLE Credit