Advanced Interdisciplinary Collaborative Practice Workshop – Nov. 9-10

Collaborative Practice specialist Victoria Smith leads a two-day workshop to further engage those trained in collaborative practice.

Agenda Day 1:
• Introductions/Goals/Learning Objectives
Overview of Collaborative Process & Professionals

• Advocacy in a Settlement Context – Role play
Redefining the Role of the Advocate
What we keep from traditional advocacy and what’s new
The Spectrum of Advocacy within Collaborative Practice
Understanding Conflict – Role play

• Overview of Interest-based Negotiation
Spectrum of Interests/Core Concerns
The Neuroscience of Interest-based Negotiation – Role play

• The Synergy of Neutrals and Advocates

• Key Communication Skills
Active Listening
Non-defensive Questioning
“I” Statements

• Understanding Fairness
Question & Answer

Agenda Day 2:
• Roadmap of the Team Case
Comprehensive Team Protocols

• Initial Client Meeting – Role play

• The Role of the Law in an Interest
Based Process Understanding Power

• The Interplay between Fairness, the Law & Interests

• Option Generation

• Questions & Answers
Wrap-up & Closing

National Speaker:
Victoria Smith, Victoria Smith Collaborative PC
A Toronto family lawyer with over 30 years of experience. Her passion and life work is to help clients to resolve their separation and divorce wisely and with dignity, and to support an evolution in the legal profession from adversarial advocacy to conflict resolution advocacy. Over 15 years ago, she confined my practice to out-of-court settlement work using Collaborative Law/Collaborative Practice and mediation. She has successfully resolved hundreds of mediations and collaborative cases. She provides workshops to collaborative professionals across North America and internationally to critical acclaim.

She is an empathic and solution-oriented lawyer and mediator, with a recognized capacity to negotiate creative settlements that meet her client’s needs and goals. She believes in educating, coaching and empowering her clients through a separation process that successfully prepares them for the future. Her goal is to help her clients receive their best possible outcome with the least possible emotional and financial turmoil.

Bring a mental health or financial professional & save….
Receive 50% off tuition of second and third professional after first registrant pays full tuition.

To take advantage of this tremendous savings, simply use the following discount codes when prompted at “checkout” and the second and third registrant receive 50% off tuition after the first registrant pays full tuition:
Discount Code for One Colleague = 1colleague
Discount Code for Two Colleagues = 2colleagues

12 CLE / 12 CME – Thursday & Friday, November 9-10

– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Applied Professionalism 2017 – Oct 20

By directive of the Indiana Supreme Court, all newly admitted attorneys must attend a six-hour Commission approved course on Applied Professionalism within their first three-year mandatory continuing legal educational cycle. This course meets this requirement for you!

Course Objectives
– F. Anthony Paganelli, Chair

Civility and Professionalism: What’s it Really All About?
– Hon. Melissa S. May

Hidden, But Obvious, Tips for Succeeding in Your Legal Career
– Gregory J. Utken

Conflicts of Interest
– Julia Blackwell Gelinas

Ethics of Business Development and Marketing
– F. Anthony Paganelli, Rebecca W. Geyer, & Frederick W. Schultz

Trust Accounts and IOLTA
– Seth T. Pruden

A Call for Help: The Judges and Lawyers Assistance Program (JLAP)
– Patricia L. McKinnon

Vignettes of Legal Ethics
– James J. Bell, Seth T. Pruden

F. Anthony Paganelli – Chair
Paganelli Law Group, Indianapolis

Hon. Melissa S. May
Judge, Indiana Court of Appeals

James J. Bell
Paganelli Law Group, Indianapolis

Julia Blackwell Gelinas
Frost Brown Todd LLC, Indianapolis

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

Patricia L. McKinnon
Attorney at Law, Indianapolis

Frederick W. Schultz
Greene & Schultz Trial Lawyers, Bloomington

Seth T. Pruden
Staff Attorney, Indiana Supreme Court Disciplinary Commission, Indianapolis

Gregory J. Utken
Retired Partner, Faegre Baker Daniels LLP, Indianapolis

6 CLE / 6 E / 6 APC – Friday, October 20
9:00 A.M. – 4:30 P.M.  Lunch Included!

– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Cybersecurity for Lawyers – Oct.17

“60% of small companies that suffer a cyberattack are out of business within six months” – Denver Post, October 23, 2016

Will you, your law firm, and your clients be ready for the next wave of ransomware attacks? When you experience a data breach or a cyberattack, will your law firm survive? What happens during a data breach? How do you determine if you have experienced a data breach? What are the first steps you should take during / after a cyberattack? Are you willing to pay to have your critical files unlocked due to a ransomware intrusion to your computer systems?

Be prepared. Get your law firm prepared.

This seminar will provide you with proven strategies to harden your computer systems and to minimize the risks to your firm and to your client’s information. We will also discuss what steps to take should you fall victim to a cyberattack.

Good Cybersecurity consists of a multilayer, integrated, systems approach to protect your client’s and your firm’s data. This means constant vigilance, good office email policies, and staff training.

Good Cybersecurity means active awareness and keeping computer systems up-to-date. The security of your client’s information and your very livelihood depends on you taking the appropriate steps to protect and secure your firm data. This holds true for both the large law firm and for the solo / small firm practitioner.

Cyptolocker, Wannacry, and Petya are just a few of the most recent ransomware attacks around the world. Large and small corporations alike are subjected to these attacks on a daily basis; law firms are no exception. With proper planning and consistent vigilance, you will lessen your risk of becoming a victim. Attend “Cybersecurity for Lawyers” to find out what you need to do to mitigate the risk to your firm’s and your client’s data.

• How to Keep and Maintain Good CyberHygiene

• Compliance Issues and Best Practices

• Risk Management & Malpractice Concerns

• Hot Topics and Current Trends in Cybersecurity

Richard A. Mann – Chair
Mann Law, P.C., Indianapolis

Adam E. Gwaltney
Insurance Specialist, Ritman & Associates, Inc., Noblesville

Nicholas A. Sturgeon
IIFC Deputy Director Cyber, Indiana Office of Technology, Indianapolis

Bob Thompson
Vice President, Catalyst Technology Group, Indianapolis

3 CLE / 1.5 E – Tuesday, October 17; 9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– Reiling Teder & Schrier, Lafayette
– DeFur Voran, Muncie
– Taft Stettinius & Hollister, Indianapolis

– From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Banking Law & Regulation – Oct. 5

Banking Law & Regulation – Oct. 5

Overview of Banking Law and Regulation – Federal & State
What is a Bank; History of Banking Law; Role of Regulators; Statutes and regulations governing banking operations; Capital Requirements; Enforcement process; Compensation and Risk; Bank metrics

Banking Regulation and Compliance
Discussion of various regulations applicable to banks, including TRID, HMDA, 23A, Regulation E, Flood, BSA, OFAC, and others

Inside Discussion of the Current Regulatory Environment – (Panel)
Current “hot buttons” in examinations; How to prepare for an exam; Trends in banking practices; Impact of regulatory requirements on bank operations and lending

Loan Structure and Documentation
Impact on risk profile of bank; Credit worthiness, loan classification and reserves; debt service capabilities; Laws and regulations affecting how much credit can be extended: Legal lending limits, appraisal and loan to value requirements, Reg U, Reg O, transactions with affiliates, government assisted financing program limitations. Laws and regulations affecting how credit is extended: appraisal requirements, legally required policies dictating required loan terms, loan term implications from risk weighted capital allocations to loans.

Commercial Loan Workouts in the Current Environment

Litigating Banking Law Issues
Lender liability; regulatory traps; common documentation issues; E-Discovery and privacy issues peculiar to banks; shareholder litigation and strike suits

Ethical Considerations in Representing Banks
Internal investigations; Whistle blower matters; Conflict recognition in loan documentation, workouts, bankruptcy and litigation; Conflict waivers; attorney-client privilege limitations for documentation attorney


Karen B. Woods – Chair
MainSource Financial Group, Greensburg

Brett J. Ashton
Krieg DeVault LLP, Indianapolis

Chris Bower
MainSource Financial Group, Greensburg

Wendy D. Brewer
Jensen/Brewer, LLC, Indianapolis

Mark E. Bruin
The National Bank of Indianapolis, Indianapolis

James E. Carlberg
Bose McKinney & Evans LLP, Indianapolis

Donald K. Densborn
Densborn Blachly LLP, Indianapolis

Curt W. Hidde
Barnes & Thornburg LLP, Indianapolis

Mark J.R. Merkle
Krieg DeVault LLP, Carmel

Michael J. Messaglia
Krieg DeVault LLP, Indianapolis

John W. Tanselle
SmithAmundsen, Indianapolis

Larry C. Tomlin
SmithAmundsen, Indianapolis

Sandra A. Welsh
Federal Deposit Insurance Corporation, Indianapolis


6 CLE / .5 E – Thursday, October 5; 9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– Reiling Teder & Schrier, Lafayette
– Ice Miller, Indianapolis

– From your home or office computer

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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