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Cosponsored by
The State Bar of Michigan:
Founding Sponsor
General Practice—Solo & Small Firm Section
Law Practice Management & Legal Administrators Section
Business Law Section
Practice Management Resource Center

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SBM & ICLE

Annual Meeting Program & Registration Form
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Master Schedule
Onsite Program PDF
Wednesday | Thursday | Friday
 
Wednesday, September 19, 2012
Time Event
Noon–1:00 p.m. SBM: Commissioner Committees Meetings & Lunch

1:30–3:30 p.m. SBM: Board of Commissioners Meeting

2:00–4:00 p.m. SBM: Michigan State Bar Foundation Members/Trustees Annual Business Meeting

3:00–7:00 p.m. SBM: Registration Opens

4:00–5:00 p.m. SBM: New Board of Commissioners Meeting

4:15–4:30 p.m. SBM: Fellows of the Michigan State Bar Foundation Annual Business Meeting

4:30–6:00 p.m.

SBM: Fellows of the Michigan State Bar Foundation Annual Reception (by invitation)

SBM: Wayne State University Law School Reception


6:30–9:00 p.m.

SBM: Awards Banquet
Join us as we pay tribute to our members who have achieved the highest honors in areas of leadership, professional integrity, and community service.

Roberts P. Hudson Award: Frederick M. Baker Jr.
Frank J. Kelley Award: John M. Barr and Hon. Willie G. Lipscomb Jr.
John W. Reed Lawyer Legacy Award: Professor Robert A. Sedler
Champion of Justice Award: Kathleen L. Bogas, Hon. Karen M. Fort Hood, Frederick W. Lauck, L. Roland Roegge, and Thomas K. Thornburg
John W. Cummiskey Pro Bono Award: Ann  M. Ozog
Kimberly M. Cahill Bar Leadership Award: OCBA Pro Bono Mentor Match Program
Liberty Bell Award: Sergeant Major David Dunckel
Michigan State Bar Foundation 2012 Access to Justice Award: Candace A. Crowley
Michigan Defense Trial Counsel Respected Advocate Award: Katherine Smith Kennedy
Michigan Association for Justice Respected Advocate Award: Laurel F. McGiffert

The following awards will be presented Thursday during the Representative Assembly Business Meeting.
Michael Franck Award: Hon. James H. Fisher
Unsung Hero Award: Judy B. Calton and Jeffrey S. Kopp

   
Thursday, September 20, 2012
Time Event
8:00–9:30 a.m. Continental Breakfast

8:00 a.m.–5:00 p.m.

SBM: Registration & Vendor Showcase


8:00 a.m.–5:30 p.m. SSFI: Registration

8:15–9:00 a.m. SSFI: Getting the Most Out of Your ICLE Partnership
Demonstration by ICLE staff


9:00–9:20 a.m. SSFI: Welcome and Introduction
Maury Klein, Chair, General Practice—Solo & Small Firm Section of the State Bar of Michigan, Southfield

9:00–10:15am SBM: Diversity and Inclusion 2.0: Recognizing Unintentional Intolerance and the Challenge it Presents to the Legal Profession Program
A consultant and keynote speaker, Dr. Steve L. Robbins, coined the term "unintentional intolerance" several years ago, and has since developed engaging presentations and workshops that take a fresh, inviting approach to an often-difficult topic. Research and experience tell us that we all have biases that we are often unaware of, or think little about. Yet, these biases guide our decision-making, behaviors, and attributions on a daily basis.

9:00 a.m.–Noon SBM: Family Law Section Business Meeting

9:00 a.m.–5:00 p.m. SBM: Representative Assembly Business Meeting
The Representative Assembly will pay tribute to those who have achieved the highest honors in areas of leadership, professional integrity, and community service.
Michael Franck Award: Hon. James H. Fisher
Unsung Hero Award: Judy B. Calton and Jeffrey S. Kopp

9:20–9:40 a.m. SSFI: Report from the Executive Director
Greetings from the State Bar's executive director with an update on Bar activities of special interest to solo and small firm practitioners.
Janet K. Welch, Executive Director, State Bar of Michigan, Lansing

9:30 a.m.–Noon SBM: Michigan Lawyers Auxiliary Business Meeting

9:40–10:40 a.m. SSFI: KEYNOTE PRESENTATION: The Creative Counsel
The practice of law is changing more quickly than ever. For attorneys to survive and thrive, they must adapt their practices to deliver legal services in creative and innovative ways. In this fast-paced presentation, learn how (and why) to implement innovative pricing strategies, creative marketing techniques, proven customer service principles, and cutting-edge ideas from other industries and professions. Leave energized and inspired, ready to innovate, keep your clients happy, and make more money.
Matthew Homann, LexThink LLC, St. Louis, MO

10:00–11:30 a.m.

SBM: Casemaker Training

SBM: Insurance & Indemnity Law Section Business Meeting & Program
Insurance Coverage Conflicts and the Role of Independent Defense Counsel

SBM: Litigation Section Business Meeting


10:00 a.m.–Noon SBM: Past Presidents' Advisory Council Business Meeting

10:40–11:00 a.m. SSFI: Vendor Showcase Break

11:00 a.m.–Noon

SSFI: Substantive Law Track: Family Law Update
Family practice continues to change rapidly. Stay on top of all the latest developments and be as current as you can be with an analysis of the most important changes during the last year.
Jennie Boldish Bryan, RizzoBryan PC, Grand Rapids

SSFI: Marketing/Law Practice Management Track: Connecting with Clients
Does the rise of easy-to-use tools like LinkedIn, Facebook, and Twitter signal the death of traditional trust-based relationship building? Learn practical, easy-to-implement ways to blend old-school networking methods with online services to begin, develop, and foster profitable, long-term client relationships.
Matthew Homann, LexThink LLC, St. Louis, MO

SSFI: Technology Track: Champagne Technology on a Beer Budget!
Think you can't get great technology on a budget? Think again. Whether you're ready to start a firm or overhaul your firm's existing technology, Barron provides you with the ultimate lawyer's technology road map. From buying strategies to your ideal computer configuration; from VOIP phone systems to online faxing, you literally can't afford to miss this segment.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH


11:00 a.m.–2:00 p.m. SBM: Real Property Law Section Council Meeting

Noon–2:00 p.m.

SBM: Inaugural Luncheon
Share in the celebration with the swearing-in of the State Bar President Bruce A. Courtade and other State Bar officers.

Julie I. Fershtman Bruce A. Courtade
Julie I. Fershtman Bruce A. Courtade

SSFI: Lunch and Annual Meeting Functions


Noon–2:30 p.m. SBM: Consumer Law Section Business Meeting & Program

1:00–1:45 p.m. SBM: Appellate Practice Section Business Meeting
Program held in conjunction with the Litigation Section 2:00–4:00 p.m.

1:00–4:00 p.m.

SBM: American Indian Law Section Business Meeting & Program
Collaboration Between Tribal, State, and Local Governments
Panelists will discuss benefits, challenges, and opportunities for creating collaborative relationships between tribal, State, and local governments. The Section will also present the Tecumseh Peacekeeping Award and honor State Bar staff who have provided significant support during our strategic planning process.
Bill Brooks, Nottawaseppi Huron Band of the Potawatomi
William Gregory, Saginaw Chippewa Indian Tribe
Kathryn Tierney, Bay Mills Indian Community
R. John Wernet, Sault Sainte Marie Tribe of Chippewa Indians and State of Michigan, Retired


1:30–6:30 p.m. SBM: Environmental Law Section Program & Business Meeting

2:00–2:45 p.m.

SSFI: Substantive Law Track: Criminal Law Update
Stay on top of this fast-paced area of law with the most current information on criminal statutes, court rules, and case law. Plus, gain insight from a prosecutor who explains what it all means for your criminal law practice.
Timothy K. McMorrow, Kent County Prosecutor's Office, Grand Rapids

SSFI: Marketing/Law Practice Management Track: Practical Pricing—Part 1
Clients hate the billable hour, and many lawyers do, too. Billing by the hour can discourage efficiency and innovation while driving a divide between lawyer and client. In this interactive workshop, participants will explore five alternative pricing models and learn how (and why) to dump the billable hour and base their fees upon value rather than time.
Matthew Homann, LexThink LLC, St. Louis, MO

SSFI: Technology Track: Using Technology to Build Malpractice Avoidance Procedures into the Way You Work
Discover 10 malpractice traps and how the proper use of technology in your practice can eliminate or alleviate 7 out of the 10. Learn about calendaring, docketing, client communication/relations, research and investigation, conflicts of interest, documentation of work, and more. See if your firm is following "best practices" and identify areas of improvement.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH


2:00–3:30 p.m.

SBM: Latin American Bar Activities Section Business Meeting

SBM: Casemaker Training


2:00–4:00 p.m.

Michigan Retired Judges Association Business Meeting

SBM: Administrative & Regulatory Law Section Business Meeting & Program
Office of Regulatory Reinvention—A Discussion with LARA's Director & Deputy Director
Governor Snyder established the ORR by Executive Order 2011-5 on April 25, 2011. The speakers will discuss its work and progress to date and current issues the ORR is considering and seeking input for from State Bar members.
Steve Hilfinger, Director and Chief Regulatory Officer, Michigan Department of Licensing and Regulatory Affairs, Lansing
Rob Nederhood, Deputy Director, Michigan Department of Licensing and Regulatory Affairs, Lansing

All section members who attend and stay until the end of the program will be eligible to win a door prize of an iPad.

SBM: Appellate Practice Section & Litigation Section Program
Preservation and Presentation of Issues on Appeal
A panel of Court of Appeals judges and appellate specialists will discuss how to ensure that issues are raised and preserved in the trial court and properly presented on appeal.
Hon. Elizabeth Gleicher, Michigan Court of Appeals, Detroit
Hon. Amy Ronayne Krause, Michigan Court of Appeals, Lansing
Linda Garbarino, Tanoury Nauts McKinney & Garbarino PLLC, Detroit
Mark Granzotto, Mark Granzotto PC, Royal Oak


2:00–5:00 p.m. SBM: Labor & Employment Law Section Business Meeting & Program

2:50–3:35 p.m.

SSFI: Substantive Law Track: Effective Cross-Examination Techniques
Cross-examination is one of the most difficult skills to master in litigation. How do you cross-examine a witness effectively without looking like a bully? In this demonstrative segment, you'll learn all the secrets of successful cross-examination; from the purpose of the cross to shaping the cross; from impeachment of witnesses to the best approach for expert witnesses.
Daniel P. O'Neil, Thompson O'Neil PC, Traverse City

SSFI: Marketing/Law Practice Management Track: Practical Pricing—Part 2
This interactive workshop continues with participants exploring five alternative pricing models and learning how (and why) to dump the billable hour and base their fees upon value and not time.
Matthew Homann, LexThink LLC, St. Louis, MO

SSFI: Technology Track: Smile! You're on Lawyer Camera
The video revolution is upon us. Technologies like Skype, FaceTime, and GoToMeeting are changing the way lawyers and judges interact. There are new opportunities for appearing in court, talking to clients and other lawyers, and taking depositions. Watch live demos and learn, step by step, the best ways to incorporate video into your practice using any device (all while avoiding ethical pitfalls).
William A. McNeil, McNeil Law Office PLC, Paw Paw


3:30–6:30 p.m. SBM: Young Lawyers Section Business Meeting

3:35–3:55 p.m. SSFI: Vendor Showcase Break

3:55–4:40 p.m.

SSFI: Substantive Law Track: Lock, Stock, and Barrel—Building Your Creditor's Rights Arsenal
Despite continued economic woes in Michigan, not to mention our increasingly debtor-friendly legal climate, there is still a ton of money to be collected from business debtors. Learn how to identify and effectively utilize available rights and remedies to obtain, enforce, and collect on judgments for your creditor clients and watch your own practice grow.
Charity A. Olson, Olson Law Group, Ann Arbor

SSFI: Marketing/Law Practice Management Track: Pad Your Productivity with an iPad
Proving that you don't need to be an Apple fan to appreciate what an iPad can do for you and your practice, a longtime Windows enthusiast shows how the iPad and the right choice of apps, accessories, and services can make your practice more productive. Whether you have an iPad now or are considering purchasing one, learn how to untether yourself from the office and use the iPad for communication, document creation, legal research, litigation, remote access, and more.
Scott Bassett, Bradenton, FL

SSFI: Technology Track: Business Continuity—The New Frontier of Backup and Data Protection
You can't afford to lose your data. From creating backup rules to establishing responsibilities in your office, learn all the steps and technology you need to build a rock-solid system that will keep you up and running no matter what catastrophe may strike.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH


4:30–6:00 p.m. SBM: Law School Reception
Michigan State University
Thomas M. Cooley
University of Detroit Mercy
University of Michigan

4:45–5:30 p.m.

SSFI: Substantive Law Track: Anatomy of the Criminal Mortgage Fraud Case
These cases are all over the news, but exactly what do they entail? Hear perspectives from both the FBI and a defense attorney as they discuss these unique crimes, the fraud investigation, and the best defense strategies.
Bernhardt "Chris" D. Christenson III, Christenson & Fiederlein PC, Flint
Charles E. Story III, Federal Bureau of Investigation, Flint

SSFI: Marketing/Law Practice Management Track: Marketing is a Contact Sport
Your contacts are a key element in your marketing plan. Loaded with dozens of suggestions and how-to's, you'll walk away with strategies to create and maintain more effective, business-producing relationships.
Elizabeth C. Jolliffe, Your Benchmark Coach, Ann Arbor

SSFI: Technology Track: 50 Tech Tips in 50 Minutes
Fast-paced and fun, covering everything under the technology sun. From cool websites to software to gadgets and utilities, attend the fastest 50 minutes in CLE to learn the technology that will let you work smarter, faster, and more efficiently.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH


6:30–8:30 p.m. SBM: Celebrating Diversity Reception Held at the Grand Rapids Art Museum
The Justice Initiatives community is hosting this annual event to celebrate the rich diversity of the Bar. The reception will also acknowledge the work accomplished over the year in support of achieving greater diversity and inclusion in the legal profession in Michigan.
   
Friday, September 21, 2012
Time Event
8:00–9:30 a.m. Continental Breakfast

8:00 a.m.–2:00 p.m. SBM: Registration & Vendor Showcase

8:00 a.m.–4:45 p.m. SSFI: Registration

8:15–9:00 a.m. SSFI: Getting the Most Out of Your ICLE Online Library
Demonstration by ICLE staff

8:30–9:00 a.m. SBM: Prisons & Corrections Section Business Meeting

9:00–10:00 a.m.

SSFI: KEYNOTE PRESENTATION: Don't Go to Work Unless It's Fun! How Lawyers Can Become Happier and More Productive
What percent of the American workforce do not get satisfaction from their work? Find out the answer and, if you are one of them (or even if not), this mini-workshop will give you a new look at work and your relation to it. It will help you to look forward to going to work every day and give you a sure-fire method to go home satisfied at the end of the day. Beyond that, you will learn the three resolutions to all work problems and an opportunity to resolve one of your key issues.
Frank Sanitate, Frank Sanitate Associates, Santa Barbara, CA

SBM: General Practice—Solo & Small Firm Section Business Meeting


9:00–11:30 a.m. SBM: Master Lawyers Section Program & Council Meeting
Your Third Career
A panel of attorneys will discuss new views of law practice in a changing profession.
Invited Speakers: Elizabeth Jolliffe, Your Benchmark Coach, Ann Arbor
Edgar W. Pugh, Pugh Moak PC, Bloomfield Hills
Stuart Trager, Kitch Drutchas Wagner Valitutti & Sherbrook, Detroit

9:00 a.m.–Noon

SBM: Paralegal/Legal Assistant Section Business Meeting & Program
Jury Trial Tools under Revised Rules
In 2011, the Michigan Supreme Court adopted changes to the Michigan Court Rules that govern mandatory and discretionary procedures for both criminal and civil jury trials. Sweeping changes to MCR 2.512 and 2.513 deal with preliminary instructions, trial notebooks, deposition summaries, scheduling of expert testimony, juror questions to witnesses, juror discussion of evidence, jury view, summaries of evidence, final instructions, and deliberation. Update your trial skills by attending this discussion on what changed and how to prepare for jury trials with latest tools.
Kristen E. Ray, Smith Haughey Rice & Roegge, Grand Rapids

SBM: Criminal Law Section Business Meeting & Program


10:00–10:50 a.m. SSFI: KEYNOTE PRESENTATION: Killer Cloud Services for Lawyers
"I want to move all of my software to the cloud." Are you gung ho about the cloud? Before you jump on the bandwagon, hear the expert's take on the pros and cons of cloud services. Explore the breadth of cloud services available, then discover Barron's top cloud services for lawyers and see live demonstrations of each. Plus, learn how to access ANY application by renting a server rather than buying one. By the end of this session you'll know
if cloud services are right for you and what your next steps should be if you jump in.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH

10:00–11:00 a.m. SBM: Judicial Section Business Meeting

10:00–11:30 a.m. SBM: Casemaker Training

10:00 a.m.–Noon SBM: Children's Law Section Program & Business Meeting
An Open Dialogue: Concerns for Children in the Child Welfare System
A presentation regarding general concerns of children within the child welfare system that needs to be addressed within DHS and on the state level. Topics that will be discussed include disclosures made while in foster care, behavioral issues, medical evaluations, and mandatory requirements.
Dr. N. Debra Simms, Helen DeVos Children's Hospital Center for Child Protection Division Chief/Child Abuse Pediatrician, Grand Rapids

10:50–11:10 a.m. SSFI: Vendor Showcase Break

11:00 a.m.–12:30 p.m. SBM: Antitrust, Franchising, & Trade Regulation Section Business Meeting & Lunch

11:10 a.m.–Noon

SSFI: Substantive Law Track: Klooster, Joint Tenancy, and Uncapping
Demystify all the confusion caused in the wake of Klooster. From a revisit of real property taxes and uncapping of assessments to an overview of joint tenancy and tenants in common, this informational segment will look into that abyss. Plus, learn about the exceptions to transfer of ownership under the General Property Tax Act and other situations when uncapping can occur.
Nyal D. Deems, Varnum LLP, Grand Rapids

SSFI: Law Practice Management Track: Problem Solving and Creative Thinking
We all get trapped in our fixed way of thinking, preventing us from solving problems more effectively and becoming more creative. This workshop will give you an insight into why we do that and two techniques to overcome it. It will also help you understand the choices we are making when we don't deal with problems head-on. Finally, you will do an imaginative exercise that may transform your workplace.
Frank Sanitate, Frank Sanitate Associates, Santa Barbara, CA

SSFI: Technology Track: Supercharge Your Practice With Adobe Acrobat X
Explore all of the legal-specific benefits exclusive to Adobe Acrobat X Pro. Learn how to take any form and make it fillable. See how to embed annotations when trading documents back and forth. From redaction and document comparison to Bates numbering and document bundling in PDF portfolios, you'll take Adobe Acrobat to the next level.
JoAnn L. Hathaway, Practice Management Advisor, State Bar of Michigan, Lansing


Noon–2:00 p.m.

SBM: State Bar of Michigan 50-Year Golden Celebration Luncheon
Celebrate and honor fellow colleagues being recognized for 50 years of membership in the State Bar of Michigan. This is a great opportunity to network with your peers and mentors.

SSFI: Lunch and Annual Meeting Functions

SBM: Law Practice Management and Legal Administrators Section Business Meeting & Lunch
Your Law Practice Day & Free Lunch
Have you ever wished for a practice management CLE program that answered the particular questions on your mind? This "no-program" free lunch features knowledgeable practice management leaders who will field the questions that keep you up at night. Regardless of whether you have specific or just general questions or concerns, come have lunch and get advice from practitioners and administrators who face them just like you. You need not be a member of the Section to participate, but you must register in advance.


1:00–2:30 p.m. SBM: Aviation Law Section Business Meeting & Program
Roundtable Discussion of Recent Changes in FAA Enforcement

1:30–3:30 p.m. SBM: Animal Law Section Business Meeting

2:00–2:50 p.m.

SSFI: Substantive Law Track: Drafting Ladybird Deeds
Ladybird deeds offer a simple and inexpensive method to avoid probate. However, they may not always be the best vehicle for transferring real property and can trigger unintended consequences. In this interesting segment, find out when you should use a ladybird deed and what language to include for each situation.
Douglas G. Chalgian, Chalgian & Tripp Law Offices PLLC, East Lansing

SSFI: Law Practice Management Track: How to Stop Being a Victim of Your Practice by Bringing Order and Taking Control
Many attorneys have discovered that running a law practice is a full-time job—and then you still have to practice law. How you handle these disparate responsibilities will have a great impact on your stress level as well as your ability to meet deadlines, manage staff, turn out quality work, best serve your clients, and make money. Learn to create an organized work environment that will help you keep your practice under control.
Ann M. Guinn, G & P Associates, Kent, WA

SSFI: Technology Track: Anywhere Lawyering: Productivity Without Paper (Smartphone, Scanners, Paperless Strategies)
Today's technologies no longer require that a lawyer must be in the office, tied to paper files to fully serve one's client and manage one's practice. In this session, you will learn about using scanners to transition all of your documents to electronic format and how to meaningfully access and analyze that information from anywhere. We'll discuss smart phone capabilities, basic mobile computing and security concerns, as well as considerations on what needs to be saved and for how long.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH


2:00–4:30 p.m. SBM: Arts, Communications, Entertainment, & Sports Section Business Meeting & Program
Public Art in the Creative Economy: Challenges and Opportunities
Set during ArtPrize, the largest art competition to decide its awards by public vote, ACES will host a panel discussion on the role of public art in the creative economy featuring perspectives of museums, academia, and business.
Panelists: Stephanie Neal, Grand Rapids Art Museum, Grand Rapids
Tom Williams, McGarry Bair, Grand Rapids
Paul Wittenbraker, Grand Valley State University, Allendale
Moderator: Joseph Voss, Clark Hill PLC, Grand Rapids

2:55–3:45 p.m.

SSFI: Substantive Law Track: Elder Law—Top Ten Common Questions
What are the top issues practitioners are likely to come across and what are the best methods for resolution? In this informational overview, find out the answers to the most common elder law questions, from determining who the client actually is to durable powers of attorney and more. Plus, understand the best places to search for answers to those not-so-common elder law questions.
Kathleen Hogan Aguilar, Miller Johnson, Grand Rapids

SSFI: Law Practice Management Track: Taking Your Firm's Pulse­—A 10-Point Checkup and Recommended Prescription for the Business Side of Your Practice
Knowing the industry benchmarks for small firms and whether your firm is meeting those is key to its financial health. In this eye-opening segment, learn how to calculate and interpret the financial touchstones of your law practice, including realization, effective billing rates, overhead expenses and liquidity ratios, and accounts receivable.
Ann M. Guinn, G & P Associates, Kent, WA

SSFI: Technology Track: 30 Word Tips in 50 Minutes
You wouldn't believe what you don't know about Word. This fast-paced lesson covers Word's best kept secrets in document design and development.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH


3:45–4:00 p.m. SSFI: Networking Break

4:00–4:45 p.m.

SSFI: Substantive Law Track: Michigan Business Law Update
Don't miss this business practice update. It's jam-packed with recent cases you need to know about, the latest legislative developments, essential practice tips for business practices, and advice on how to update your forms to stay current and be efficient.
Jeffrey S. Ammon, Miller Johnson, Grand Rapids

SSFI: Law Practice Management Track: How to Conquer Underearning and Get Paid for What You Do
Underearning is defined as earning below one's potential. Explore the 25 ways attorneys underearn and how underearning is always a result of choices the attorney has made. Learn how to earn at your potential using seven simple secrets. This is not about making more money; it's about getting paid appropriately for the work you do.
Ann M. Guinn, G & P Associates, Kent, WA

SSFI: Technology Track: The Nuts and Bolts of a Personal Computer—Literally!
For many of us, a computer is something that showed up on our desk one day and we were told to use it. Understanding all the technical elements of a computer can be rather daunting and prevent us from making the most of technology. Learn the basic elements of a computer—memory, hard drive, processors, monitors, etc.—so that you can learn how a computer works and how to best put it to use, all in plain English. Witness a computer being taken apart so you can see how the components work together.
Barron K. Henley, Affinity Consulting Group LLC, Columbus, OH