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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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Solo & Small Firm Institute Schedule
Thursday | Friday
 
Thursday, September 20, 2012
Moderators

Plenary Session/Substantive Law Track
Maury Klein, Chair, General Practice—Solo and Small Firm Section of the State Bar of Michigan, Southfield

Marketing/Law Practice Management Track
Vincent A. Romano, Attorney Services Marketing, Grosse Pointe Park

Technology Track
William A. McNeil, McNeil Law Office PLC, Paw Paw

 

Time Event
8:00–9:30 a.m. Continental Breakfast

8:00 a.m.–5:30 p.m. Vendor Showcase and 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 and Small Firm Section of the State Bar of Michigan, Southfield

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

9:40–10:40 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

10:40–11:00 a.m. 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


Noon–2:00 p.m. SSFI: Lunch and Annual Meeting Functions

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


2:50–3:35 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


3:35–3:55 p.m. 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


4:45–5:30 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

   
Friday, September 21, 2012
Moderators

Plenary Session/Law Practice Management Track
Elizabeth Welch Lykins, Welch Law Firm PLC, Grand Rapids

Substantive Law Track
Kary C. Frank, Kary C. Frank Law Offices, Rockford

Technology Track
Hon. Donald H. Passenger, 61st District Court, Grand Rapids

 

Time Event
8:00–9:00 a.m. Continental Breakfast, Vendor Showcase, and Registration

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

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

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

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

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. SSFI: Lunch and Annual Meeting Functions

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


2:55–3:45 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. 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