5th Annual REALity CLE, May 4-5: The Real Aspects of Running a Successful Law Practice

5th Annual Reality CLEA Unique Retreat for Attorneys That Drive in the Small Practice Lane as Well as Those New to the Practice of Law!

OVERVIEW:
We are excited to announce that the Reality CLE program is back for 2017 with fresh new content! Join your fellow small firm colleagues on May 4-5, 2017 at the Crowne Plaza Airport for two energized days packed with valuable information you can put immediately to use in your practice.

Affordable!
To help you manage your budget, ICLEF has again arranged a special low tuition rate for everyone, which includes lunch on the first day, refreshment break service throughout, printed and electronic materials for all sessions, 14.5 hours of CLE credit (including 4.25 hours towards ethics) and FREE parking.
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PLENARY TOPICS:
The Lawyer’s Compass: Character, Ethics & Trust for the Small Law Office
Lawyers are different. Our role in society in general, and the legal system in particular, places great responsibility in our hands. Our ethical rules call upon us to exercise that responsibility in a manner that differentiates us positively in our modern world. The Lawyer’s Compass presentation focuses your attention on the critical interplay between your character and competencies and how they combine to build trust in client relationships.  In particular, you will:
• Learn How & Why Trust is the Primary Driver of Success In the Attorney/Client Relationship & in Your Practice
• Discover How Your Character is Derived from Your Values & Actions
• Learn Professional Competencies That Will Help You Quickly Build Trust in Client Relationships
• Discover a System for Identifying & Managing the Four Expectations That Every Client Holds in Every Engagement
• Explore How We Derive Congruence, Satisfaction & Contentment in Legal Practice
• Build Your Own Lawyer’s Compass to Guide Your Efforts in Building Future Personal & Professional Fulfillment & Success

“Nuggets of Brilliance” with James J. Bell

Business Development Tool Kit For Your Practice
• Branding & Ethics
• Staying Connected with Clients & Referral Sources
• Social Media Presence – What Is Effective & Ethical?
• Dos, Don’ts, and Best Practices
• Endorsements and Testimonials

The “Business Aspects” of Practice in the Modern Digital Age
• Is Your Website ADA Accessible? Are You Sure?
• Systems for Time and Billing, including Online Billing
• Organizing the Flow of Work, Proper Use of Legal Support Staff
– i.e., not crossing the line into the unauthorized practice of law
• Client Communications
• Office Manuals

How To Effectively Use Technology In Your Practice

Things You Don’t Normally Think About, But Should
• Unexpected Medical Leaves
• Planning for Vacations
• Disaster Preparedness
• The Insurance Checklist (including Professional Liability Insurance)
• Cyber Security
• Should You Consider Expanding Your Practice?
• Planning for When You Retire – What happens next to your practice?
• E-Filing, now what?

Don’t Forget the Fundamentals!
• Business Structure and Type of Entity
• How to Share Space
• Types of Bank Accounts Needed
• Credit Card Processing
• Real Estate Issues for Law Firms
• Protecting Your Assets
• Running an Office on a Shoestring Budget – Successfully!

Golden Nuggets: Practice Ideas & Pointers of the last 12 Months
– A Reality CLE Tradition!

Plus: “Open Mike” time for sharing collective wisdom for the good of the cause
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BREAKOUT SESSIONS
Sessions I & II (Select Two)
A. Family Law
B. Wills, Trusts & Estate Planning
C. What Every Law Practice Needs to Know About Labor & Employment Law in Managing its Own Practice and Staff

Sessions III & IV (Select Two)
E. Criminal Law
F. Contracts Drafting, Structure and Analysis
G. Don’t Be Afraid to go to Trial!
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FACULTY:
Planning Team
Elizabeth A. Justice – Chair
Attorney at Law, Crawfordsville, IN

Rebecca W. Geyer
Rebecca W. Geyer & Associates, PC, Carmel, IN

F. Anthony Paganelli
Paganelli Law Group, Indianapolis, IN

Frederick W. Schultz
Greene & Schultz Trial Lawyers, Bloomington, IN
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James J. Bell
Paganelli Law Group, Indianapolis, IN

Ryan H. Cassman
Coots, Henke & Wheeler, P.C., Carmel, IN

Jessie A. Cook
Law Office of Jessie A. Cook, Terre Haute, IN

Kyle C. Gillaspie
Chief Staff Attorney, Indiana Court of Appeals, IN

Betsy K. Greene
Greene & Schultz Trial Lawyers, Bloomington, IN

Hannah Kaufman
Joseph Katz & Korin, PC, Indianapolis, IN

Meghann E. LaBadie
Law Office of Meghann LaBadie, LLC, Highland, IN

Richard A. Mann
Richard A. Mann, P.C., Indianapolis, IN

Jeffrey C. McDermott
Krieg DeVault LLP, Carmel, IN

John E. Moore
Law Offices of John E. Moore, III PLLC, Vero Beach, FL

Lora R. Mount
Voelz Law, LLC, Columbus, IN

Amy K. Nowaczyk
O’Drobinak & Nowaczyk, P.C., Schererville, IN

Kimberly S. Robinson
Law Office of Kimberly S. Robinson, Indianapolis, IN

Frederick W. Schultz
Greene & Schultz Trial Lawyers, Bloomington, IN

David L. Swider
Bose McKinney & Evans LLP, Indianapolis, IN

Paul J. Unger
Affinity Consulting Group, LLC, Columbus, OH

Patrick H. Wanzer, CPA
Wanzer Financial, Indianapolis, IN
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5th ANNUAL REALITY CLE
14.5 CLE / 4.25 E – Thursday & Friday, May 4-5

LIVE IN-PERSON ONLY SEMINAR
– Crowne Plaza Airport Hotel & Conf. Center, Indianapolis, IN

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IBF

 

Wanzer Financial

 

We express our sincerest thanks to the Indiana Bar Foundation
& Wanzer Financial for their support of the Reality CLE program!

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