Tag Archive | "Law Practice Management"

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

• 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

• 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.


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.

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

– ICLEF Conference Facility, Indianapolis

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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Cybersecurity for Lawyers – Oct.17

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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Law Practice Succession and Retirement Planning – Sept. 21

Law Practice Succession and Retirement Planning – Sept. 21

Laying the Groundwork: Preparing for Succession Planning & Retirement
• Factors that motivate law practice succession planning
• Developing a plan
• Considerations for the 1-2 attorney office
• Challenges faced by the smaller firm in developing a succession plan
• Considerations / Characteristics to look for in an attorney to take over your practice
• Considerations for a law practice in a smaller community
• Considerations for a law practice in a larger / more urban community
• Determining the value of a law practice
• Practical considerations when contemplating retiring from the practice of law
• Preparing Your clients for your retirement
• Preparing your firm for your retirement

Law Practice Succession Planning
• What is law practice succession planning?
• Why is law practice succession planning needed?
• What are the driving forces in law practice succession planning?
• What are the restraining forces in law practice succession planning?
• What options do you have?
• Developing a succession plan for your practice
• What to plan for in the event of you becoming disabled
• Essential legal documents in law practice succession planning – Letter of intent (LOI) – Buy/Sell contractual agreement Valuation of Law Practices
• Does your law practice have any value?
• What factors need to be considered when valuing a law practice? Ethical Issues in Law Practice Succession Planning
• What ethical issues are involved in law practice succession planning?
• What specific Rules of Professional Conduct have an impact on law practice succession planning?
• What are the ethical requirements of Rule 1.17 of the Rules of Professional Conduct regarding the sale of a law practice?
• How does Rule 23 of the Indiana Rules for Admission to the Bar and the Discipline of Attorneys address the issues of attorney disability and attorney surrogates? Financial Planning for Retirement
• How much do you need when you retire?
• Basics of Social Security, Medicare, Medicare Advantage/Supplement Insurance and Long-Term Health Insurance
• Retirement planning – IRAs, 401(k)s, investments

Donald R. Hopper – Chair
Hopper Legal Consulting Services & Harrison & Moberly, LLP, Indianapolis, IN

Aline F. Anderson
Aline F. Anderson, LLC, Indianapolis, IN

Jason S. Gray
Aline F. Anderson, LLC, Indianapolis, IN

Jeffrey B. Kolb
Kolb Roellgen & Kirchoff LLP, Vincennes, IN

Kameron H. McQuay
Blue & Co., LLC, Indianapolis, IN

John M. O’Drobinak
O’Drobinak & Nowaczyk, P.C., Schererville, IN

Ted A. Waggoner
Peterson Waggoner & Perkins, LLP, Rochester, IN

Warren A. Ward
WWA Planning & Investments, Columbus, IN

Gordon D. Wishard
The Mediation Group LLC, Indianapolis, IN


6 CLE / 1 E – Thursday, September 21: 9:00 A.M. – 4:30 P.M.

– ICLEF Conference Facility, Indianapolis

– From your home or office computer

– Available after Live Seminar date

ICLEF • Indiana Continuing Legal Education Forum, Indianpolis, IN

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