June 01, 2018 Lawyer Referral and Information Services

2017 LRIS Workshop Materials

Download the Workshop Schedule

Download the Nuts and Bolts Schedule


The material contained in this American Bar Association page is solely intended for the attendees of the ABA 2017 National Lawyer Referral Workshop. Please do not circulate this page's url to anyone else. Thank you for your understanding of the need to restrict circulation of these materials.

Download the presentations by the day (will be available soon)

    » Wednesday Nuts and Bolts Sessions
    » Thursday Sessions
    » Friday Sessions
    » Saturday Session

OR by individual session (see below)


Wednesday, November 1, 2017
8:30 a.m.–4:00 p.m. Pre-Workshop Program: LRIS Nuts and Bolts Training (Windsor B)
  (Breakfast and Lunch are on your own)
5:30 p.m.–6:00 p.m. Newcomers' Orientation (Windsor B)
6:00 p.m.–7:30 p.m. Welcome Networking Reception (Belmont A)
 
Thursday, November 2, 2017
7:30 a.m.–8:45 a.m. Workshop Registration & Continental Breakfast (Belmont A)
8:45 a.m.–9:00 a.m. Introduction and Opening Remarks (Belmont B)
9:00 a.m.–9:45 a.m. Opening Plenary: Social Media and Community Connection: Projecting your LRIS as a Conscious Business (Belmont B)
(David Eaton, Creative Director, AMS Law Group, Dallas, TX)
9:45 a.m.–10:30 a.m. Plenary: ABA-CloudLaw/Zeekbeek Partnership (Belmont B)
(Jim Dimos, Deputy Executive Director, American Bar Association, Chicago, IL)
10:30 a.m.–10:45 a.m. Break (Belmont A)
10:45 a.m.–11:45 a.m. Plenary: Naming the Elephant: Unconscious Bias and Courageous Conversations About Race (Belmont B)
(Kasia Rutledge, Kasia Rutledge Law, Portland, OR)
11:45 a.m.–1:00 p.m. Luncheon (Belmont A)  
 
TRACK A
TRACK B
1:00 p.m.–2:00 p.m. Limited Scope Representation: Making Unbundled Services Work As A LRIS Referral Panel (Belmont B)
(Barbara Arsedo, LRIS Coordinator, Costa County Bar, Association, Concord, CA)
Challenges of Maximizing Diversity: Candor, Trust and Collaboration (Windsor A)
(Moderator: Araceli Almazan, ABA Standing Committee on Lawyer Referral and Information Service, City of Industry, CA)
2:00 p.m.–2:15 p.m. Break (Belmont A)
 
TRACK A
TRACK B
2:15 p.m.–3:15 p.m. Where Do We Go from Here? A Discussion of Ethics Opinions and Developments from around the Country Which Affect Lawyer Referral Services and Their Competitors (Belmont B)
(Amber Hollister, General Counsel, Oregon State Bar, Tigard, OR
George Wolff, Executive Director of Legal Referral Service, New York City Bar, New York, NY)
Challenges of Maximizing Diversity: Candor, Trust and Collaboration (Windsor A)
(Moderator: Araceli Almazan ABA Standing Committee on Lawyer Referral and Information Contra Service, City of Industry, CA)
(Repeat)
3:15 p.m.–3:30 p.m. Break (Belmont A)
 
TRACK A
TRACK B
3:30 p.m.–4:30 p.m. Establishing a Profitable Percentage Fee Program (Belmont B)
(Roseann Hiebert, Director, Brooklyn Bar Association, Brooklyn, NY
George Wolff, Executive Director of Legal Referral Service, New York City Bar, New York, NY)
The Good, The Bad and The Ugly: LRIS Website Review and Recommendations (Windsor A)
(Michelle Fogiel, Manager, Digital Engagement, American Bar Association, Chicago, IL)
5:30 p.m.–7:00 p.m. "An Oasis Below The Crystal," Reception at Lola's—Sponsored by Oregon State Bar
   
Friday, November 3, 2017
7:30 a.m.–9:00 a.m. Continental Breakfast (Belmont A)
9:00 a.m.–10:00 a.m. Plenary: LRIS Wellness: Reducing Stress and Increasing Productivity–and Success (Belmont B)
(Shari R. Gregory, Assistant Director, Oregon Attorney Assistance Program, Portland, OR)
10:00 a.m.–10:30 a.m. Vendors Break (Belmont A)
10:30 a.m.–12:00 p.m. Plenary: To Survive and Thrive: LRIS as a Hub for Innovation and Member Engagement Within the Bar (Belmont B)
(Tony Lai, CEO and Co-Founder, Legal.io, San Francisco, CA)
12:00 p.m.–1:00 p.m. Box Lunch (Belmont A) 
 
TRACK A
TRACK B
1:00 p.m.–2:00 p.m. Digital Marketing (Belmont B)
(Maureen O'Connor, Academic Director, Portland State University Portland, OR
Charles Nobles, Senior Instructor,Portland State University, Portland, OR)
Experience Panels: The Critical Importance of Setting Objective Criteria (Windsor A)
(Carole Conn, Director of Public Service Programs, Bar Association of San Francisco,San Francisco, CA
Charlie Klitsch, Director of Public and Legal Services, Philadelphia Bar Association, Philadelphia, PA)

 

2:00 p.m.–2:15 p.m. Break (Belmont A)
 
TRACK A
TRACK B
2:15 p.m.–3:15 p.m. Establishing a Profitable Percentage Fee Program (Belmont B)
(Roseann Hiebert, Director, Brooklyn Bar Association, Brooklyn, NY
George Wolff, Executive Director of Legal Referral Service, New York City Bar, New York, NY)
(Repeat)
The Good, The Bad and The Ugly: LRIS Website Review and Recommendations (Windsor A)
(Michelle Fogiel, Manager, Digital Engagement, American Bar Association, Chicago, IL)
(Repeat)
3:15 p.m.–3:45 p.m. Break (Belmont A)
3:45 p.m.–4:45 p.m. Plenary: Report on the Findings from the 2017 LRIS Census–Valuable Data for Innovation, Productivity and Funding (Belmont B)
(Stephen Steinberg, Chair, ABA Standing Committee on Lawyer Referral and Information Service, San Francisco, CA
Sara Smith, Research and Policy Analyst, ABA Standing Committee on the Delivery of Legal Services, Chicago, IL)
 
Saturday, November 4, 2017
7:30 a.m.–8:30 a.m. Continental Breakfast (Belmont A)
8:30 a.m.–9:30 a.m. Plenary: Mission Critical–Google Visibility (Belmont B)
(Ken Matejka, President, Matejka Marketing, San Francisco, CA)
9:30 a.m.–9:45 a.m. Break (Belmont A)
9:45 a.m.–11:30 a.m. Plenary: To Infinity and Beyond: What the Future Holds for LRIS and What YOU Can Do About It (Belmont B)
(Stephen Steinberg, Chair, ABA Standing Committee on Lawyer Referral and Information Service, San Francisco, CA
Carole Conn, Director of Public Service Programs, Bar Association of San Francisco, San Francisco, CA
Hannah Konitshek, Lead Solutions Architect, Legal.io, San Francisco, CA
Ken Matejka, President, Matejka Marketing, San Francisco, CA)