Tag Archive | "Professional"

Wanzer Financial

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!

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.

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.

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

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!

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

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

14.5 CLE / 4.25 E – Thursday & Friday, May 4-5

– Crowne Plaza Airport Hotel & Conf. Center, Indianapolis, IN




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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Cynthia Sharp discusses The Lawyer’s Guide to Financial Planning

National Speaker Cynthia Sharp discusses our upcoming seminar
The Lawyer’s Guide to Financial Planning.

3 CLE / 1 E – 2 Live Locations!
Thursday, March 5    1:15 P.M. – 4:30 P.M.
Friday, March 6    1:15 P.M. – 4:30 P.M.

Live Individual Webcast
– From your home or office computer


Come early on March 5 & 6 for Cynthia’s morning seminar,
Strategies for Taking Charge of Your Law. Click Here for more info.

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Law Tips: 13 Pointers for Improving Your Practice and Keeping Happy Clients!

What competent attorney doesn’t have a goal of “improving your practice and keeping happy clients?” This is an ongoing activity that can always benefit from reminders. With those thoughts in mind, I am happy to have the input of a veteran member of ICLEF’s faculty for the 12th Annual Family Law Institute in this week’s Law Tips. J. David Roellgen is a partner with Kolb Roellgen & Kirchoff LLP, Vincennes, Indiana, who has practiced Family Law for over 33 years. He offers a list of pointers that might bear reviewing by all practitioners, regardless of your practice area.

1. Make sure that you have a full and frank discussion with your client so that expectations can be set and appropriately managed from the beginning. There is nothing less fun than finding yourself arguing with a client about why the law is a certain way or why that is not fair in their particular case.

2. Of course, always return phone calls promptly, hopefully in the same day if at all possible. Good communication is key to lawyer and client happiness.

3. The client is in control of the case and if they are prepared to settle with or without your advice, then the case needs to be settled. If your client is rejecting a reasonable offer and wants to go to trial, it is a good idea to have them sign a document acknowledging that they are acting against your advice and that the results at trial may vary.

4. Self evaluation is difficult but client satisfaction surveys may be a way for them to reflect after some distance from the actual tumult of litigation and for you to reflect on ways to improve your practice.

5. Clients should sign retainer agreements that permit withdrawal within the rules of ethics, in the event you are not paid for services.

6. Use the evergreen approach for retainer fees which means that it periodically needs to be replenished.

7. Determining how you will be paid is important at the initial meeting. This could involve loans, mortgages, notes, family or friends who may guarantee payment.

8. If you give clients homework, make sure they actually do it. If they are not filling out initial client intake forms, they are probably not going to do any homework that you assign them. In our firm, we call clients who’ve been unhappy and sought other counsel as “Second Hand Rose.” If they were unhappy with the first series of representatives, it is only a matter of time before they become unhappy with you.

9. Pay attention to the support staff as they are in the trenches and might be able to point out strength and weaknesses that you have become blind to.

10. Know your limitations. If it is an area of law you want to learn, you might want to do that in an academic setting and not at some client’s expense.

11. If the client doesn’t make you feel right about a position, demand, or tactic, trust your gut.

12. After the attorney client relationship has been established, have the client set out goals in the case that will help you understand what is important to the client and also provide early warnings of client expectations or goals that are unreasonable, unlawful or unethical. Once the goals are completed you can meet with the client and go through those on a line by line basis and focus on attainable ones or one that may need to be modified due to unrealistic expectations or the state of the law.

13. It will likely be necessary to revisit these goals as the case progresses and client dictates set in.

Dave Roellgen’s list does include #14, as well. That would be a thorough “End of Case Questionnaire” that space doesn’t allow us to include here.   Among other topics, the questionnaire provides the client with the opportunity to give feedback on whether their expectations of the firm were met, any improvements they might recommend and future legal needs.

I appreciate Dave sharing his “happy clients” guidelines. ICLEF’s 12th Annual Family Law Institute provides additional valuable advice from Dave Roellgen and 22 of his fellow faculty. You may choose to attend this CLE by Video Replay in the coming weeks, or schedule your own session On Demand by Clicking Here. Or, if you prefer to add the seminar manual to your library, Click Here to download.


About our Law Tips faculty participant:
J. David Roellgen is a partner with Kolb Roellgen & Kirchoff LLP, Vincennes, Indiana. Having enjoyed the practice of law for over 33 years, Dave was educated at Vincennes University, Indiana State University and Indiana University-Indianapolis Law School, JD, cum laude, 1979. He is a past president of the Knox County Bar Association, a member of the Indiana State; Illinois and American Bar Associations; Fellow, Indiana Bar Foundation; Court of Military Appeals; Retired LTC, Indiana Army National Guard, last serving as the Staff Judge Advocate for the 38th INF. DIV. (MECH), and is City Attorney, City of Vincennes, 1992-1995; 2001- 2007; and 2012-present.

About our Law Tips blogger:
Nancy Hurley has long-standing connections with Indiana lawyers. She was formerly a member of the ISBA and IBF staffs for over 30 years. Nancy’s latest lifestyle venture is with ICLEF. We are utilizing her exceptional writing and interviewing skills while exploring how her Indiana-lawyer background fits with ICLEF’s needs. When she isn’t ferreting out new topics for Law Tips, her work can be found in our Speaker Spotlight blogs, postings on the ICLEF Facebook and Twitter pages, and other places her legal experience lends itself.

Thank you for reading Law Tips. You may subscribe to this weekly blog through the RSS link at the top of this page.  Also, you are encouraged to comment below or email Nancy. She welcomes your input as she continues to sift through the treasure trove of knowledge of our CLE faculty to share with you.

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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How to Be Seriously Ethical and an Effective Lawyer – LIVE SEMINAR TOMORROW!

“This seminar greatly exceeded my expectations. It was presented in a thought-provoking way, with details on how to apply it in the future. This is probably the best seminar I have ever attended.”

“He did a great job. Made my once every three years exposure to ethics far more interesting than in the past.”

“Thanks. A great opportunity to focus my energies in the direction I want to go in.”

These are just a few comments made by prior attendees of Professor Gross Schaefer’s ethics and practice management seminar.

For this reason, we are proud to welcome back to ICLEF on June 19th Professor Arthur Gross Schaefer for another installment of his 6 CLE / 6 Ethics seminar How to be a Seriously Ethical & Effective Lawyer.

This seminar is designed to give you a refreshing look at ethics, your firm and yourself.  It will also give you four immediately useable tools for creating a renewed and ethical firm and self:

  • Better organize your practice and your life in an integrated and purposeful manner (whether in a law firm or corporate setting)
  • Develop common goals, greater consensus and cooperation in your  organization
  • Resolve complex conflicts and thorny issues quickly
  • Improve firm wellness

Our program can be attended live in-person or can be enjoyed via group or individual webcast.  So, take that first step toward enhancing you practice and yourself by joining us in June.

Finding Renewed Meaning in the Practice of Law

6 CLE / 6 ENational Speaker Series Featuring Prof. Author Gross Schaefer
Thursday, June 19, 2014   9:00 A.M. – 4:30 P.M.

ICLEF Conference Facility, Indianapolis

Ice Miller LLP, Indianapolis

From your office or home computer or tablet

ICLEF • Indiana Continuing Legal Education Forum, Indianapolis, IN

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