The Business of Law – Dec. 12

TOPICS:
Introduction & Welcome 
– Renee J. Mortimer, Co-Chair

Managing Client Trust Accounts 
– David S. Gladish

EEOC and ADA Issues in a Law Firm
– Robert J. Dignam

Employee Benefits (Health & Retirement Savings Options) in a Law Firm
– Mark E. Schmidtke and Catherine R. Reese

Office Leasing/Insurance – Protecting the Law Firm 
– James W. Hehner

IT and Information Security Risks for the Firm 
– Stephen J. Dutton

The Life of the Law Firm – Succession Planning 
– John C. Trimble

The Law Firm General Counsel Role 
– Donald R. Lundberg

Law Firm Best Practices – A Legal Malpractice Defense Lawyer’s Wish List
– Patrick P. Devine

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FACULTY:

Renee J. Mortimer, Seminar Co-Chair
Hinshaw & Culbertson LLP, Schererville

Patrick P. Devine, Seminar Co-Chair
Hinshaw & Culbertson LLP, Schererville 

Robert J. Dignam
Johnson & Bell, P.C., Crown Point

Stephen J. Dutton
Barnes & Thornburg LLP, Indianapolis

David S. Gladish
Law Office of David Gladish, PC, Highland 

James W. Hehner
Hehner & Associates, LLC, Indianapolis

Donald R. Lundberg
Lundberg Legal, Indianapolis

Catherine R. Reese
Ogletree, Deakins, Nash, Smoak & Stewart, P.C., Indianapolis

Mark E. Schmidtke
Ogletree, Deakins, Nash, Smoak & Stewart, P.C., Valparaiso 

John C. Trimble
Lewis Wagner, LLP, Indianapolis
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THE BUSINESS OF LAW
6 CLE / 2.5 E – Tuesday, December 12
9:00 A.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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Gain the Edge! Negotiating to Get What you Want featuring Marty Latz – Dec 1

YOU NEGOTIATE EVERY DAY…
In fact, your ability to effectively negotiate may be the most critical skill you possess. Yet most negotiate instinctively or intuitively. This seminar will help you approach negotiations with a strategic mindset. And make no mistake – no matter how much you’ve negotiated, you can still learn. Adding that one new tactic may be the difference between winning and walking away empty-handed. Martin Latz is one of the nation’s leading experts and instructors on negotiating techniques. A Harvard Law honors graduate, Marty will help make YOU a more effective lawyer.

15 Skills You’ll Learn
• Latz’s 5 Golden Rules of Negotiation
• Strategies to get past “No” – if all appears lost
• 1st offer dynamics – when to make it and when to wait
• Ways to gain leverage when seemingly powerless
• Secrets to success in emotionally charged negotiations
• Powerful agenda control techniques
• Deadline and timing tips
• Competitive techniques vs. problem solving strategies
• Tactics to generate creative solutions
• Powerful information gathering methods
• When to share information – and when to keep it
• When to hold – and when to fold
• Ways to deal with untrustworthy adversaries
• How to keep options open while building future relationships
• The difference between “puffery” & unacceptable lying

Topics:
Discuss Latz’s Golden Rules of Negotiation, including:
• Setting aggressive – yet realistic – goals
• Information is power – so get it!
• Increasing leverage by strengthening your alternatives

Negotiation Ethics – Part I, including discussion of Stalking Horse Scenario and its:
• Morality – is it right or wrong?
• Ethics or Legality – does it cross the legal or ethical line?
• Effectiveness – does it work?

Discuss Negotiation Strategies, including:
• Using objective criteria with “tough negotiators”
• Using timing to your advantage
• Designing offer-concession strategies
• Controlling the agenda

Prepare to Negotiate Simulation, including:
• Learning information-gathering techniques
• Analyzing interests vs. positions
• Creatively generating options

Negotiation Simulation

Analyze Negotiation Simulation, including:
• Evaluating Lessons Learned – what worked & what didn’t

Discuss Negotiation Strategies, including:
• Problem-Solving vs Competitive Strategies
• Impasse-Breaking Strategies
• Countering “Negotiation Games”

Negotiation Ethics – Part II, including discussion of The “False Promise” Scenario and its:
• Morality – is it right or wrong?
• Ethics or Legality – does it cross the legal or ethical line?
• Effectiveness – does it work?
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What People Are Saying:
“Marty has given the practitioner a play-by-play manual that can be taken right into the negotiation room. I highly recommend Gain the Edge! for anyone who negotiates, lawyer or layperson.”
– Michael H. Ginsberg, Firm Training Partner, Jones Day

“Whether you are a confident negotiator, or one who is apprehensive of the process you will learn from Gain the Edge! Its lucid explanations, coupled with a host of practical examples, will help you to achieve better results when you next negotiate.”
– Frank Sander, Bussey Professor of Law, Harvard Law School

“Latz takes what some consider to be the province of intuition and distills the universal truths that run beneath the negotiation process. This is a page-turning, practical book sprinkled with down-to-earth anecdotes and no-nonsense advice.”
– Corey Watson, Partner, Kirkland & Ellis, Los Angeles
_____________________

National Speaker:
Martin E. Latz, Esq.
Adjunct Professor – Negotiation, Arizona State University Law
& Latz Negotiation Institute, Scottsdale, AZ

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GAIN THE EDGE!
NEGOTIATING TO GET WHAT YOU WANT
A National Speaker Seminar
6 CLE / 6 CME / 1 E – Friday, December 1
9:00 A.M. – 4:30 P.M.

LIVE IN-PERSON ONLY SEMINAR
– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Technology & Law Practice Management Institute – Nov. 13-14

TOPICS DAY 1:
• Legal Tech Tips, Tricks, Apps
• It’s Time for a Change – Superior Methods for Complex Legal Documents
• PowerPoint for Lawyers
• Ethical Pitfalls of Everyday Law Office Computing
• 10 Steps to Reducing Dependence on Paper
• Ask the Experts – Pizza Hour

TOPICS DAY 2:
• Tame the Digital Chaos! Essentials of Time, Task & Email Management
• e-Filing and PDFing for Legal Professionals
• Microsoft Word Power Tips
• Fight the Paper with Document Management Software
• The Rules Have Changed – Legal Tech Security Measures Every Lawyer Must Take

Click here for a in-depth look at the topics.

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NATIONAL SPEAKERS:
Barron K. Henley, Esq
Mr. Henley is one of the founding partners of Affinity Consulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He is an attorney and has been helping other lawyers with technology for 25 years. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Estate Planning Council. He is a member of the ABA Law Practice Management Section and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments; he is a renowned expert on Microsoft Word, Adobe Acrobat and HotDocs document assembly software; and has authored legal-specific manuals on HotDocs, Adobe Acrobat, and Microsoft Word, Excel & Outlook. Barron is also an expert in launching new law firms, overhauling existing firms and documenting and re-engineering law firm processes. Barron also teaches continuing legal education (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.

Paul J. Unger, Esq.
Mr. Unger is a Founding member of HMU Consulting, Inc. in Columbus, Ohio. HMU specializes in trial presentation consulting, case management software, and legal-specific software training for law firms and legal departments throughout the Midwest. He has provided trial presentation consultation for over 100 cases over the past 5 years. He is also on the adjunct faculty for Capital University Law School’s paralegal program. He is the author of Microsoft Word for Legal Professionals, Amicus Attorney for Legal Professionals, Palm Devices for Legal Professionals, and Outlook for Legal Professionals, manuals designed to maximize the use of legal-specific features.

Prior to joining HMU, Mr. Unger spent five years at Clark, Perdue, Roberts & Scott Co., L.P.A., limiting his practice to civil litigation. He received his B.S./B.A. (political science) and J.D. from Capital University and is a member of The American Society of Trial Consultants, the Ohio and Columbus Bar Associations, the Ohio Academy of Trial Lawyers and the Franklin County Trial Lawyers Association. He is a frequent lecturer for CLE programs throughout the United States.
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TECHNOLOGY & LAW PRACTICE MANAGEMENT INSTITUTE
A NATIONAL SPEAKER SEMINAR
13 Total CLE / CLE NLS (6.75 CLE / 2.5 E / 6.25 CLE (NLS))
Monday & Tuesday, November 12-13; 9:00 A.M. – 5:00 P.M. Both Days

LIVE IN-PERSON ONLY SEMINAR
– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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The Survivors Guide to Everyday Estate Planning Practice – Nov. 2

TOPICS:
The Wonderful World of Wills:
Knowing How & When to Use Wills for Everyday Estate Planning

Untangling the Myths of Trusts:
Best Practices in Recommending & Drafting Commonly Used Trusts

Everyday Estate Planning Roundtable –Wills vs. Trusts?:
Wills v. Trusts, & Other Current Topics in Everyday Planning Practice (including a Question & Answer Session)

The Medicaid & Long Term Planning Maze:
Identifying When Clients May Need More than the Simple Estate Plan

Dealing with the Impaired/Incapacitated Client:
How to Ethically Identify, Deal with & Manage Impaired/Incapacitated Clients

Putting on the Finishing Touches to the Estate Plan:
Drafting & Using Powers of Attorney, Living Will Declarations & Health Care Proxy Documents
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FACULTY:
Jeanette C. Kassebaum – Chair
Attorney At Law, Fishers, IN

Mary J. Hoeller, R.N., J.D., NCG
Indianapolis, IN

Mark W. Holwager
Holwager & Holwager, Attorneys at Law, P.C., Beech Grove, IN

Kimberly A. Jewell
Holwager & Holwager, Attorneys at Law, P.C., Beech Grove, IN

Arlene Kline
Law Office of Arlene Kline, Indianapolis, IN

Steven C. Robinson
Robinson Wolenty & Young, LLP, Indianapolis, IN

Julia S. Weaver, J.D., LL.M.
Director, Family Office Services & The Trust Company of Oxford,
Oxford Financial Group, Ltd., Carmel, IN

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The Survivors Guide to Everyday Estate Planning Practice
6 CLE / 1 E – Thursday, November 2

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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