3rd Annual Reality CLE, May 7-8

The Real Aspects of Running a Successful Law Practice

We are excited to announce that the Reality CLE program is back for its third year in 2015 with fresh new content, AND an optional pre-program networking event the evening prior! Join your fellow small firm colleagues on May 7-8 at the Crowne Plaza Airport for two energized days packed with valuable information you can immediately put to use in your practice.

To help you manage your budget, ICLEF has again arranged special low tuition rates for everyone, which includes lunch on the first day, 14 hours of CLE credit (including 2 hours towards ethics), the Wednesday evening Reception, Lunch Keynote Feature – The Amateur Life Coach, James J. Bell, Live in-person & FREE PARKING!

• Filling Your Financial Toolbox: Banking & Entity Information 
– Credit Card Processing
– Types of Accounts Needed
– Business Structure and Type of Entity
– Real Estate Issues for Law Firms
– PYA – Protecting Your Assets
– When Everything is New – Even You!

• Effective and Ethically Marketing Your Practice (Including .5 E)
– Branding
– Social Media Presence – How Much is too Much?

• Systems Part I – The Production Schedule and Processes
– An Office Manual
– Engagement Letters
– “Breaking Up Is Hard To Do”
– Use of Assistants and Paralegals: knowing the line before crossing into the UPL

* Technology Matters – It Really Does!

• Systems Part II – Show Me The Money! (Including 1 E)
– Time and Billing
– Predictability of Payments
– Advanced Fees
– Communications with Client
– E-Commerce
– What the Heck Are Bitcoins?

• 30 for 30
– 10 Hot Tips in Criminal Law Practice
– 10 Hot Tips in Elder Law and Guardianships
– 10 Hot Tips in Real Estate Law

• Golden Nuggets: Practice Ideas & Pointers of the last 12 Months:
A Closing, Open Forum Style Roundtable

– Including How to Deal with Clients in Crisis: Your Professional Responsibilities (Including .5 E)
– Worth Repeating: Following the Main Golden Rule, If you don’t do a lot of it, don’t do any of it

A. Family Law
B. Courtroom Advocacy
C. HR for Lawyers – What Are Your Employees Entitled To?

E. Wills, Trusts & Estate Planning
F. Contracts Drafting, Structure and Analysis
G. Consumer Bankruptcy

Elizabeth A. Justice - Chair, Crawfordsville, IN
James J. Bell, Indianapolis, IN
Ryan H. Cassman, Carmel, IN
David D. Deeter, Indianapolis, IN
Robert W. Fechtman, Indianapolis, IN
Rebecca W. Geyer, Carmel, IN
Susan M. Hargrove, Carmel, IN
Hannah Kaufman Joseph, Indianapolis, IN
Mark E. Kamish, Franklin, IN
John E. Kolas, Indianapolis, IN
Richard A. Mann, Indianapolis, IN
Sally J. O’Connor, Indianapolis, IN
Paul B. Overhauser, Greenfield, IN
F. Anthony Paganelli, Indianapolis, IN
Jon Quick, Carmel, IN
Fred Schultz, Bloomington, IN
David L. Swider, Indianapolis, IN
Reid F. Trautz, Annandale, VA
Michael J. Trescone, Bloomington, IN
Paul J. Unger, Columbus, OH
Mark S. Zuckerberg, Indianapolis, IN

May 6 Reception:         6:30 P.M. – 8:00 P.M. (Optional)
May 7 & 8 Seminar:     8:30 A.M. – 5:00 P.M.

A Unique Retreat for Newer Practitioners & Those That Drive in the Small Practice Lane
14 CLE / 2 E – Wednesday – Friday, May 7-8, 2015
Includes Reception on Wednesday evening, May 6

Crowne Plaza Airport Hotel & Conference Center
2501 S. High School Road, Indianapolis, IN 46241

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Emerging Issues in Immigration Law: DAPA and Expanded DACA, Tuesday, March 24

On November 20, 2014, President Barack Obama announced that the U.S. Department of Homeland Security would not deport certain undocumented parents of U.S. citizens and parents of lawful permanent residents. The President also announced an expansion of the Deferred Action for Childhood Arrivals (DACA) program for youth who came to the United States as children. Under a directive from the secretary of the U.S. Department of Homeland Security, these parents and youth may be granted a type of temporary permission to stay in the U.S. called “deferred action.”

Faculty members Angela Adams, Associate General Counsel- Indiana University, and Lara Aziz, Staff Attorney- Indiana Legal Services, will explore and explain DAPA and the expanded changes to DACA.


1.5 CLE – Tuesday, March 24        1:00 P.M. – 2:30 P.M.

- ICLEF Conference Facility, Indianapolis

- Taft Law Office, Indianapolis

- From your home or office computer

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Calling & the Legal Profession, March 10

After the positive reaction to last year’s seminar, Calling & the Legal Profession is back on the ICLEF calendar for 2015. Faculty members Mark Mutz, Dr. Richard Gunderman and Professor Matthew Boulton will once again lead our thought provoking discussion on the role of the practice of law within our society.

Much is at stake in whether lawyers have callings and remain professionals. Professionals – and lawyers, in particular – play important roles in American society. And a sense of calling is crucial not only to being a professional but to lawyers’ experiences of their working and professional lives. Certain practices and habits of thought can help lawyers understand and find their callings.

Our interactive, roundtable discussion will allow for those attending to listen and share their thoughts and beliefs to help better gain an understanding of the sense of vocation related to being a lawyer and the rules of professional conduct that help shape the profession.

Here are just a few of the thoughts of our roundtable discussion last year:

“Thought provoking!  Offer this to every lawyer” - Susan

“I was intrigued and captivated by the diversified and thought provoking discussion”- John

“This is the richest CLE I have ever experienced”- Dennis

“Excellent Program – Well organized and thought-provoking. Definitely a day well spent!”- Christa

“Probably one of the most interesting and attention keeping CLE’s I’ve ever attended”- Anonymous

“Thank you for this refreshing course. More programs like this please”- Anonymous

“…rarely does a CLE presentation prompt the deep thinking that this one did!”- Anonymous

Join us Tuesday, March 10 for another opportunity to rejuvenate your practice in the profession.


6 CLE / 6 E – Tuesday, March 10     9:00 A.M. – 4:30 P.M.

Live In-Person Seminar Only!
- ICLEF Conference Facility, Indianapolis, IN

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Are Your Clients Satisfied with Your Legal Services? Are You Sure?

By Cynthia Sharp, The Sharper Lawyer

When is the last time you asked a client if he or she was happy with your relationship? Hopefully, you have kept your finger on that pulse throughout the course of representation. Upon completion of a legal matter, you have a chance to gather information through use of a survey. Your firm’s file closing process should include sending a survey to each client. There are a number of online survey tools that can be used; however, any practitioner can begin surveying clients today by using the  template provided below.

While implementing the process takes a little extra work and you may even want to remain in blissful ignorance, your firm (and ultimately clients) stand to benefit because you have the opportunity to:

  • Improve Service - Soliciting client feedback keeps you apprised of issues that can be addressed by you to improve the client’s experience.
  • Address Concern or Complaint – The adage “If you like our service – tell others and if you don’t like it – tell us” applies particularly to law firms.  If a client indicates dissatisfaction, pick up the phone IMMEDIATELY and address the problem.
  • Compliment Staff Members - When a client praises one of your staff, pass on the compliment – publicly.
  • Remind Clients Why They Like You - As the client answers the questions, they will (hopefully) convey positive feelings – which will be reinforced during the process.
  • Ask for Referrals - Clients who like you are thrilled to pass your name onto their friends, colleagues and family members.  At the very least, the client may provide additional names for your database list.

Feel free to use the following template for your client satisfaction survey:


Establishing and maintaining strong relationships with our clients is one of our paramount concerns. We rely on feedback from our clients to identify where we are strong and where we need improvement.  We would appreciate it if you would take a few minutes to answer these few questions.

  • What was your first impression of the firm? Did you find the reception area and office atmosphere pleasant?
  • Were you greeted warmly by the receptionist whenever you called or visited the firm?
  • Was the attorney or staff member on time for your appointments?
  • Did you feel comfortable during your first in-person meeting?
  • Were you kept up to date on the status of your case?
  • Did your attorney answer your questions to your satisfaction?
  • Were your telephone calls returned promptly?
  • What do you believe is our firm’s biggest strength?
  • What do you believe is the area we need the most improvement on?
  • Were you ever surprised by the amount of an invoice received from our firm?
  • What are the 2 ways we could better serve you?
  • Would you recommend your friends, relatives or colleagues to hire us?
  • Are they any other comments, suggestions, complaints, or concerns you would like to voice?
  • Would you like to discuss any further issues with your attorney?  Were there unanswered questions or aspects of the matter that you don’t understand?


Cynthia Sharp (cindy@thesharperlawyer.com) is Director of Attorney Development at The Sharper Lawyer located in Philadelphia, Pennsylvania.  As a professional CLE instructor and attorney business coach, Cindy has established a national presence as an author and speaker on topics of ethics in the context of practice management, social media and technology – lecturing extensively to law firms, bar associations and other legal organizations.


If you found this information to be useful in your practice, you won’t want to miss the upcoming CLE seminars presented by Cynthia Sharp on March 5 & 6 in Fort Wayne and Indianapolis!

Strategies for Taking Charge of Your Law Practice
3 CLE / 3 E – 2 Live Locations! Morning Seminar!

Fort Wayne - Thursday, March 5   9:00 A.M. – 12:15 P.M.
Live In-Person Only! – Grand Wayne Center, Fort Wayne

Indianapolis – Friday, March 6   9:00 A.M. – 12: 15 P.M.
Live In-Person Seminar – ICLEF Conference Facility, Indianapolis
Live Individual Webcast – From your home or office computer


The Lawyer’s Guide to Financial Planning
3 CLE / 1 E – 2 Live Locations! Afternoon Seminar!

Fort Wayne – Thursday, March 5   1:15 P.M. – 4:30 P.M.
Live In-Person Only! – Grand Wayne Center, Fort Wayne

Indianapolis - Friday, March 6   1:15 P.M. – 4:30 P.M.
Live In-Person Seminar – ICLEF Conference Facility, Indianapolis
Live Individual Webcast – From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN




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