On-Demand Webinars (Recorded)

CM

The importance of feedback in the workplace can’t be understated. Giving effective feedback is a vital part of communication, so failing to foster a culture that encourages honest feedback can impede your firm’s success. Enhancing your feedback skills will result in your team being more motivated and therefore more productive. This session aims to help participants understand the importance of feedback, how to give it and why it’s a tool for employee engagement.

Objectives:      

• Summarize the importance of feedback.
• Evaluate the different types of feedback and how to use them.
• Present feedback in a way that it is “heard”.
• Describe the motivational value of effective feedback.

 
Level: Essentials

$39 for members and $99 for nonmembers

This course will take place February 7 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: - Application Management Category: 1 hour(s) of Communication Skills 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Communications & Organizational Management (CM)  

*CM sessions DO NOT qualify for CLM Application Credit for the Functional Specialist 

SHRM: 1.0 PDC 

HRCI: Pending 

*Please contact [email protected] for information regarding continuing education credit. 

Dr. Sharon Meit Abrahams is an international legal talent development expert and lawyer coach with 30 years of experience helping lawyers and law firms improve their internal communications and productivity which leads to higher profitability. She is an accomplished book and article writer who has conducted more than 300 seminars in the legal industry at firms, conferences, and universities. Dr. Abrahams has experience in all aspects of professional development, business development techniques, communication skills, and management/leadership development training.

---

CM

Let’s be honest: Isn’t most legal lingo boring? You know, “The party of the first part doth comprehend...”. Now it’s true that legal documents and information must be concise, but does that have to mean dull?

Not necessarily. There are ways to make any law office’s materials — articles, newsletters, case studies, web content and much more — far more interesting, while still meeting legal requirements. See some before and after examples of content creation and learn more about what to institute at your firm to generate “factual but fascinating” materials.

Objectives:      

• Define your role within the legal content creation process.
• Describe the importance of tailoring legal content to suit the needs and expectations of different audiences.
• Demonstrate how to conduct a review and approval procedure for legal content.
• Apply the knowledge of approval processes to ensure compliance with internal quality standards.
• Develop strategies to make legal materials more interesting while meeting legal requirements.
• Recognize how to combine various techniques and insights to create compelling legal content that remains legally sound.

Level: Essentials

$29 for members and $79 for nonmembers

This course will take place December 13 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:
CLM^® Application Credit: 1 hour(s) of Writing Skills

CLM^® Application Credit for Functional Specialists: N/A

CLM^® Recertification Credit: 1 hour(s) in the subject area of Communications & Organizational Management (CM)

SHRM: 1.0 PDC

HRCI: Pending

*Please contact [email protected] for information regarding continuing education credit. 

Speaker:

Wendy J. Meyeroff, Founder and President of WM Communications, has been a creator of print and online materials for both business (B2B) and consumer (B2C) audiences and the presenter of in-person classes and webinars for almost 30 years. Besides writing for ALA’s Legal Management magazine, her collaborations — especially in health, tech and the ever-exploding senior market — include CBS, Sears, Merck, the NIH, Apple, Senior Wire News and Erickson Living. She is also creator of the short e-book on web design and content: Web 1.0.

---

CM

Most law firms are seeing a high turnover rate, have difficulty attracting top talent and leadership and culture issues are surfacing within their organizations. Bringing a culture of emotional intelligence (EQ) awareness and leadership will help reduce turnover, engage employees and result in higher productivity and performance.

 Objectives

• Discover how EQ determines how your team shows up and how it affects other areas of your firm.
• Identify how to move your people from a “good to great” leadership style through implementing EQ within your law practice.
• Interpret how EQ can result in increased productivity, higher employee satisfaction and an increase in market share. 

This webinar will occur July 20 at 2 p.m. Central.

Speaker Bio: 

---

CM

---

CM

As we examine our past, we are pointed to leaders who, under incredibly difficult circumstances, showed their greatest strengths: their creativity, their empathy and, most importantly, their vision. We find examples of this all throughout history. Right now, we are living in an unprecedented moment in time. What leadership language will you adopt? How will your peers, professionals and people describe your approach and your intentions? Moreover, what impression did you make on them during the crisis and into the recovery period?

At the end of the webinar, you’ll get a homework exercise where you’ll be given a tool with which to objectively assess your people. The first five attendees who send their notes from this tool to Klymshyn will each receive a one-on-one, follow-up coaching session.

Note: To receive this complimentary coaching session, you must attend the webinar live on Wednesday, December 16, at 2-3 p.m. Central and be one of the first five attendees to submit their notes to speaker John Klymshyn.

Objectives:

• Identify how to stay focused when dates and restrictions keep changing.
• Discover how great leaders employ language both to share ideas and to learn more about their people.
• Differentiate the distinction between inspiration and motivation.
• Illustrate why you do not need to be a “rah-rah” personality type to effectively inspire others and have them produce great work.

Other Information:

60 Minutes

Audience: Advanced

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Communications and Organizational Management (CM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour in the subject area of Communications and Organizational Management (CM)

HRCI: pending

SHRM: pending

Speaker:

John Klymshyn — also known to clients and fans as “Coach K” — has taught (and inspired) leaders in legal, tech, staffing, commercial real estate and other arenas since 1999. His direct coaching clients have taken on leadership roles ranging from regional to international leadership. The author of multiple books, Klymshyn speaks internationally about moving conversations forward, inspirational leadership and the power of language.

---

CM

The benefits of having Microsoft 365 and Teams often go unexplored as firms don’t know how to put them to practical use. Learn more about the applications you have at your disposal and their practical uses in common law firm processes, including:

• How to use Microsoft Bookings both internally and externally to schedule case-related meetings with client email and text reminders and automated Teams meetings.
• How to securely use OneNote Notebooks with staff within Microsoft Teams.

 

Objectives:

• Discover advanced and rarely used Microsoft Teams features and applications.
• Examine practical application of one or more Microsoft Teams features and applications.
• Recognize how to apply the discovery and applications to your own firm’s processes.

 

Note: This is not a basic Teams training/demo. Please view the Teams Channel videos before attending. There is no programming experience required, but participants should have Microsoft 365 and/or Microsoft Teams administration abilities. It is preferred that participants be logged into the Microsoft 365 Admin Portal to follow examples, though it is not required.

Part 1 is scheduled for Thursday, November 19, at 2 p.m. Central. If it is past November 19, please check our On-Demand Webinars page for a recording.

Other Information:

• Educational Category: Communications and Organizational Management
• 60 Minutes
• Audience Level: Intermediate-Advanced
• CLM Application Credit: Information Technology
• CLM Recertification Eligible: Yes
• HRCI: Pending
• SHRM:
• SHRM Learning Format: Instructor-Led Activity
• CLE:
• CPE Field of Study:
• CPE Credit Eligible:
• CPE Prerequisites:
• CPE Advanced Preparation:

 

Speaker Bio:

Jim Gast is a law firm technology evangelist on a simple mission to help law firms compete, help attorneys and staff stay productive, and help firms attract new clients. His company, SpliceNet Consulting, helps law firms in IT support, technology and cybersecurity management. It has served more than 250 firms over 25 years. Recently, Gast started a national pro bono LinkedIn Group, No Law Firm Left Behind, where he helps firms through COVID-19-related challenges and work-from-home transitions. He also livestreams weekly on topics like law firm business strategies, operations, legal tech, Microsoft 365/Teams, cybersecurity and marketing. He contributes to and presents regularly for the ABA, ALA, the Ohio State Bar Association and other bar associations.

 

 

---

CM

Many firms have Microsoft 365 and Teams but don’t know how to put them to practical use. In most situations, the benefits go unexplored. Learn more about the applications you have at your disposal and their practical uses in common law firm processes, including:

• How to use Teams to organize cases in Channels and how to securely share it to your client and others.
• How to use Microsoft Planner within Teams for practice specific case planning, tasks and tracking.
• How to use Microsoft To Do/Lists to assign and track deadlines.

 

Objectives:

• Discover advanced and rarely used Microsoft Teams features and applications.
• Examine practical application of one or more Microsoft Teams features and applications.
• Recognize how to apply the discovery and applications to your own firm’s processes.

 

Note: This is not a basic Teams training/demo. Please view the Teams Channel videos before attending. There is no programming experience required, but participants should have Microsoft 365 and/or Microsoft Teams administration abilities. It is preferred that participants be logged into the Microsoft 365 Admin Portal to follow examples, though it is not required.

Part 2 is scheduled for Wednesday, December 2, at 2 p.m. Central.

Other Information:

• Educational Category: Communications and Organizational Management
• 60 Minutes
• Audience Level: Intermediate-Advanced
• CLM Application Credit: Information Technology
• CLM Recertification Eligible: Yes
• HRCI: Pending
• SHRM:
• SHRM Learning Format: Instructor-Led Activity
• CLE:
• CPE Field of Study:
• CPE Credit Eligible:
• CPE Prerequisites:
• CPE Advanced Preparation:

 

Speaker:

Jim Gast is a law firm technology evangelist on a simple mission to help law firms compete, help attorneys and staff stay productive, and help firms attract new clients. His company, SpliceNet Consulting, helps law firms in IT support, technology and cybersecurity management. It has served more than 250 firms over 25 years. Recently, Gast started a national pro bono LinkedIn Group, No Law Firm Left Behind, where he helps firms through COVID-19-related challenges and work-from-home transitions. He also livestreams weekly on topics like law firm business strategies, operations, legal tech, Microsoft 365/Teams, cybersecurity and marketing. He contributes to and presents regularly for the ABA, ALA, the Ohio State Bar Association and other bar associations.

This webinar was rescheduled from November 4 to November 19.

 

---

CM

---

CM

Working in the legal field is stressful enough without a pandemic! Stress and anxiety can affect your health under normal circumstances. Can you imagine what it’s doing to you now? Join Dr. Sharon Meit Abrahams for an interactive webinar that will highlight what we need to know about stress and what to do to manage it effectively. You will leave with worksheets that you can use to measure and manage your stress.

Objectives:

• Discuss how the virus has impacted our basic human needs.
• Distinguish the important difference between stress and anxiety.
• Identify stress management techniques for the mind, breath and body.

Other Information:

• 60 Minutes
• Audience Level: Intermediate
• CLM Application Credit – Self Management
• CLM^® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management(HR)
• CLE: Participatory Credit

Speaker

Dr. Sharon Meit Abrahams is a legal talent development expert with 25 years of experience in success coaching for attorneys and developing high impact programs for law firms. Dr. Abrahams published three books with the American Bar Association and regularly publishes articles for Thomson Reuters and American Legal Media.   Known for engaging and educational programs, Sharon is a sought-after keynote speaker, program facilitator and law firm advisor. She gives back to the community by conducting complimentary programs for 501(c)(3) organizations.

---

CM

Are you challenged by poor behavior in others? Participants learn about redirect, an alternative to harshness, punishment, permissiveness or bribing to effect positive change when faced with under-performance and counter-productive behaviors. Each participant leaves the session with an awareness of the principles, tools and practices for applying redirect - an effective, emotionally intelligent and positive method for shifting negative behavior. This topic is an introduction and overview on this subject. Get some of the tools in the one-hour time slot for this webinar. This topic will come with a handout and takeaways for each person to use right away. 

Objectives:  

• Recognize underlying causes for four types and five mistaken goals of negative behavior.  

• Develop new conditions and conversations that drastically reduce the incidents of negative behavior. 

• Identify how to specifically redirect one of the five mistaken goals of negative behavior: the power goal.  

Other Information: 

60 Minutes 

Audience: Advanced 

CLM® Application Credit: - Application Management Category: 1 hour in Organizational Development 

CLM® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management (CM) 

HRCI: General Credit 

SHM: Communications 

SHRM: Instructor-Led Activity 

CLE: Participatory Credit

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.

This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

Speaker: 

Judy Ryan has been the Owner of LifeWork Systems, an award-winning training and consulting company specializing in leadership development and culture change, since 2002. She is the recipient of the Women of Distinction award and the Vanguard Award for Innovation in Service Delivery from the St. Louis Mental Health Board. Ryan is an author, columnist, consultant, trainer, coach and keynote presenter, with guest appearances on TV and radio. 

---

CM

Change is happening at the speed of imagination, often causing high levels of confusion and strain on individuals and organizations. Today’s challenges require new levels of confidence and psychological safety. People in every role must be able to respond to the needs of situations without struggle and with emotional intelligence and sense of caring. In order to meet today’s requirement for collaboration and fluidity, each must know how to create psychological safety, using skills to manage their own engagement, productivity and trusting relationships. When this occurs, everyone is able to access and operate from their greatest potential.?Too often today’s conditions result in crisis conditions or disappointing results. In this presentation, these become your greatest opportunity to reconsider and overhaul behaviors and mindsets, so people are able to thrive despite today’s speed of change and complexity. 

Objectives: 

• Identify outdated control models that must be dismantled and what to replace them with instead. 

• Employ a culture model organization wide for all employees, with the end goal of effective cross-functional teamwork.  

• Discover an approach in which exceptional outcomes are set and achieved using a scalable and virtual system framework. 

Other Information: 

60 Minutes 

Audience: Intermediate 

CLM Application Credit: Organizational Development 

CLM® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management (CM) 

HRCI: General Credit 

SHRM: Leadership & Navigation 

SHRM: Instructor-Led Activity 

CLE: Participatory Credit 

Speaker:  

Judy Ryan has been the Owner of LifeWork Systems, an award-winning training and consulting company specializing in leadership development and culture change, since 2002. She is the recipient of the Women of Distinction award and the Vanguard Award for Innovation in Service Delivery from the St. Louis Mental Health Board. Ryan is an author, columnist, consultant, trainer, coach and keynote presenter, with guest appearances on TV and radio.? 

---

CM

We work in a world that is often characterized by fighting fires and responding to last-minute requests. If you’re surrounded by a constant state of crisis management, these paradigm-shifting concepts will unlock the solution. Truly improving your use of time will require you to evaluate your current personal productivity habits and disciplines (or lack thereof), to consider some new ideas for improvement, and possibly going back to some old but reliable practices. Recalibrate your perspective on time and how you’re using it. Identify ways to become organized and systemized. Master the approach of time budgeting and end that perpetual feeling of urgency. Imagine regaining control of the hours in your day — while becoming more productive and efficient — and having time in life for other personal priorities. The 25-Hour Day Strategy can help make that a reality. Applying these strategies will allow you to save up to an hour each day and will help reduce the stress of constantly living in “survival mode.” 

?Objectives: 

• Identify actionable ideas you can implement immediately to become more organized and more efficient. 

• Discuss a strategy that will allow you to allocate your time proactively, plan your days and make time for the important tasks that aren’t always screaming for attention, but often determine long-term success. 

• Review what the ideas and strategies can do for you and your organization, including helping you move from a state of constant crisis-management, high stress and lost productivity to becoming an efficient, well-oiled machine. 

Other Information 

• 60 Minutes 

• Audience Level: Essentials 

• CLM® Application Credit: - Application Management Category:  1 hours in Self-Management 

• CLM® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management (CM)  

• SHRM: Communication 

• SHRM: Instructor-Led Activity 

Speaker: 

Randy Anderson is Co-Founder of E3 Professional Trainers, a training firm providing workplace and life training for individuals, teams and companies. Before starting E3 in 2005, Anderson spent 20 years in sales and management. From that experience, he developed strategies to help people become more engaged in their job, better equipped to do it, and feel empowered to have greater influence at work, while enjoying more personal fulfillment. He delivers these through customized training and keynotes. 

---

CM

Writing is one of the most powerful strategies for establishing thought leadership, increasing visibility and credibility, and growing your business. Yet, many professionals don’t believe they have the time or expertise to write. In this interactive and engaging session, book coach Cathy Fyock leads attendees in a series of writing exercises to develop writing muscles that will help grow their businesses and careers. Attendees will walk away with an action plan for writing a series of blogs or articles (that could even lead to a published book!). We’ll also cover the fundamentals of effective business writing. 

Objectives: 

• Recognize the power of writing to grow your business and/or build your career. 

• Define the purpose, thesis, target market and structure for business writing (policies, letters, and emails), as well as for writing blogs and articles (that can be used to build a book). 

• Practice your writing muscles so that they are writing quickly and confidently. 

Other Information: 

• 60 Minutes 

• Audience: Advanced 

• CLM® Application Credit: - Application Management Category: 1 hours in Writing Skills 

• CLM® Recertification Credit: 1 hours in the subject area of Communications & Organizational Management (CM)  

• SHRM: Communication 

• SHRM Learning Format: Instructor-Led Activity 

Speaker: 

Cathy Fyock, CSP, SPHR, is the Business Book Strategist and works with professionals and thought leaders who want to write as a business growth strategy. She is the author of eight books, including On Your Mark: From First Word to First Draft in Six Weeks and her newest, Blog2Book: Repurposing Content to Discover the Book You’ve Already Written. Before her new business launched in 2014, Fyock was an employment strategist with several businesses and HR consulting firms and led her own company, Innovative Management Concepts. She has now helped more than 100 professionals become published authors. 

---

CM

Do you want to be a leader people want to work for? Creating a strong, engaged team translates into a more positive work environment, lower turnover and greater productivity and collaboration. It also has a direct effect on your organization’s bottom line: Companies with highly engaged employees outperform others by over 200%. Connected Leadership will help you develop the specific skills you need to better connect with your employees. Discover how you can become a leader who attracts and engages an eager, committed team. Build stronger relationships that increase your value, influence and impact.  

Objectives: 

• Discover the correlation between a relationship driven leader and the bottom line. 

• Increase your authenticity and productive energy in interactions.  

• Build and retain trust to improve productivity, morale, loyalty and retention. 

• Develop your network and increase your influence. 

Other Information 

60 Minutes 

Audience: Intermediate 

CLM® Application Credit: - Application Management Category:  1 hours in Organizational Development 

CLM® Recertification Credit: 1 hour in the subject area of Communications & Organizational Management (CM) 

HRCI: General Credit 

SHRM: Relationship Management 

SHRM: Instructor-Led Activities

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.

This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

Speaker:  

Michelle Tillis Lederman, CSP, is the Chief Executive Officer of Executive Essentials, and the author of four books, including The 11 Laws of Likability and her latest, The Connectors Advantage. Named one of Forbes Top 25 Networking Experts, Lederman is has appeared on NBC, CBS, Fox, Gayle King and NPR and been featured in The Wall Street Journal, The New York Times, Working Mother and U.S. News & World Report, among others. She holds degrees from Lehigh University and Columbia Business School. 

---

CM

Law firms – and their clients – have been inundated by data over the past decade. From internal financial systems to track and analyze activity-based costs and measure profitability to market intelligence tools designed to offer case predictions or average time to close, the array of available information can be both exciting and daunting. Join us as we explore how law firms are using combinations of internal and external information to drive growth, motivate change and build the foundation for better strategic decisions.

Objectives

• Hear real-life case studies and anecdotes about how law firms have used data-driven planning to enhance performance
• Learn how to effectively transform information into insights
• Discover unique challenges leaders face in motivating change – and how to overcome them

Audience Level: Advanced
CLM Application Credit: Organizational Development

Marcie Borgal Shunk is President and Founder of The Tilt Institute, specializing in helping clients make better, more informed decisions based on insights, intelligence and intuition. Shunk helps law firm clients position themselves ahead of changing markets. She is a recognized leader in competitive intelligence, client relationship dynamics and the business of law. Prior to founding The Tilt Institute in 2016, Shunk was a Principal at The BTI Consulting Group, spearheading research on the legal market. She has spent over two decades helping law firm clients with client development and strategy formulation both at BTI and as a Senior Consultant with LawVision Group.

---

CM

Need to turn around disengaged and poor performing people? Your people are your greatest asset and key to your success. Register for this program to gain cooperation and effect positive change professionally and personally. Attend this webinar and you learn about a unique skill that will change your life dramatically!

Learning Objectives

1. The definition, causes of, and types of negative behavior
2. Helpful and non-helpful responses to negative behavior and why
3. Redirect steps and demonstration for one of five types of negative behavior

Speaker Info:

Judy Ryan has been Owner of LifeWork Systems, an award-winning training and consulting company specializing in leadership development and culture change, since 2002. She is the recipient of the Women of Distinction award and the Vanguard Award for Innovation in Service Delivery from the St. Louis Mental Health Board. Ryan is an author, columnist, consultant, trainer, coach and keynote presenter, with guest appearances on TV and radio.

60 Minutes

Audience Level: Essentials

---

CM

At every level of every organization, projects begin, tasks are assigned, efforts are made and deadlines are met — or missed. Directions are given but not always understood. Deliverables are promised but not always delivered, and agreements are made but not always followed. It's not really any one person's fault; it's just part of how people fail to communicate in a specific and deliberate manner about the tasks they assign or accept. The Building a Culture of Accountability program provides a systematic way to overcome these common barriers by focusing on a four-phase accountability continuum: role clarity, purpose, ownership and behavior. When linked to mutual understanding, this cycle allows employees at all levels to make significant progress in moving tasks forward to achieve a higher level of job impact, job satisfaction and organizational success. Additionally, the workshop includes a range of group brainstorm activities which are designed to enhance immediate skill application opportunities.

Objectives:

•Create a context to understanding workplace behaviors.

•Explore the link between behavior, morale, engagement and results.

•Create a context and baseline for leadership accountability.

•Develop strategies for garnering leadership and team ownership.

•Develop a specific action plan for creating a culture of accountability.

Speaker Information:

David O'Brien is President of WorkChoice Solutions, a trusted provider of leadership training, coaching and consulting services that was founded in 2000. His HR and Organizational Development consulting career spans 30 years and includes key leadership and P&L responsibility within a variety of industries including manufacturing, healthcare and financial services. His first book, The Navigator's Handbook: 101 Leadership Lessons for Work & Life was released in 2010. His second book, The Navigator's Compass: 101 Steps Toward Leadership Excellence had a nationwide release in 2016. Additionally, his articles have appeared in a wide range of publications.

•60 Minutes

•Audience: Advanced

•CLM App Management Category: Organizational Development

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

---

CM

Without question, we are living in a time of unprecedented change and unpredictability. Organizations that cling to the status quo, fearful to experiment with new ideas, are risking obsolescence. This is especially true for law firms, which historically have been averse to risk-taking yet now find themselves facing enormous challenges that require bold, out-of-the-box thinking. In this interactive session, attendees will explore two paths for increasing their I-Q (innovation quotient) — design thinking and jazz improvisation. Design thinking encourages practitioners to approach problems and develop solutions in ways that may seem unfamiliar yet are enormously powerful. Jazz improvisation stresses agility, receptivity and finding opportunities in the unexpected. Both "lenses" can be applied immediately to improve firm culture, innovate new client services, and conceive more effective marketing ideas. Come ready to create, collaborate and have fun!

Objectives:

•Explain what I-Q is and why it should matter to the law profession.

•Identify what challenges law firms face in the current business environment and why raising I-Q is critical to success.

•Define design thinking and apply its principles to real work problems.

•Identify key principles of jazz improvisation and apply them to real work problems.

Speaker Information:

As Founder and President of Right Chord Leadership, Dr. Michael Brenner works with leaders and teams to amplify the essential skills needed to achieve peak performance. He draws on almost two decades of experience as an international leadership consultant, executive coach and educator, and more than 30 years as a professional musician. Brenner has partnered with leading companies in the United States and abroad and has been a featured speaker at conferences around the world, including Sri Lanka and Australia.

60 Minutes

•Audience: Intermediate

•CLM App Management Category: Organizational Development

---

CM

During this general session keynote presentation, Kristen Brown will help you shift your thinking to create deeper connections with others so everyone is successful. When you help others succeed, your own success levels rise, too. But what does it take to step away from your own self-focused mindset and help those around you before helping yourself? Human nature prompts us to look out for No. 1 first — and that can serve us well in many cases. But to be an empowering leader and trusted team member who drives growth, or to be a high-performer who consistently exceeds expectations, you must step away from the me-first mentality. Instead, focus on those around you. When you embrace this paradigm shift it's a win-win-win for you, your team and your organization.

Objectives:

• Discover how your mindset and presence impacts your workplace success.
• Examine how to shift your thinking and behavior so you are viewed more positively.
• Create new ways to build a connection with your team so everyone wins.

 Other Information:

• 60 Minutes
• Audience: Intermediate

Kristen Brown inspires busy professionals to minimize stress, leverage goals and boost performance to drive personal and bottom-line growth. She's a speaker, widowed mom and bestselling author who shares her Happy Hour Effect message with people-driven teams. She has a master's in integral theory (the art/science of perspective) and a holistic coaching certificate. She has shared her expertise on stage and screen, including "Live with Kelly," government, law firms and corporate teams.

---

CM

Emotional Intelligence (EQ) is a powerful tool that can inspire how you see and respond to the world around you. Utilizing your EQ can have a profound positive effect on you as well as the people you work with.

Developing your EQ can give you skills to: enhance relationships, communicate more effectively, read and appropriately respond to the social cues of others, and successfully manage your own emotions.

In this fun and engaging session, we will look at the impact of using EQ both personally and professionally and discuss how it can profoundly affect your success and happiness. You will not only gain a better understanding of what EQ is, you will also learn practical ways to incorporate EQ into your work with all kinds of people and leave with valuable tools that you can utilize immediately.

Objectives:

•Identify the 5 main factors of emotional intelligence and how those factors can play into personal and professional success.

•Implement numerous strategies for seamlessly incorporating emotional intelligence into your personal and professional lives.

•Utilize tools and resources presented in the workshop that show EQ in action.

•Assess your own EQ and areas of strength and opportunities to grow.

Other Information:

•Audience: Intermediate

•CLM App Management Category: Communication Skills

Speaker Info:

Kari Knutson is the Founder of Knutson Consulting, which focuses on helping people transform their organizations through developing interpersonal skills and bridging cultural and communication divides. She's an energetic speaker who is passionate about connecting with her audience. She holds master's degrees in higher education administration and counseling and puts these degrees to good use as a professional speaker and counselor.

---

CM

This session is designed as a follow-up to the "Changing Role of the Legal Secretary." Many managers approached me after that session and asked how they could create an empowered environment when implementing change. In this session, we'll train managers on conflict resolution, how to listen for their staff's greatness, and identify ways to shift the perspective of their employees — as well as their own perspective — so that everyone is empowered in the workplace.

Objectives:

•Recognize common obstacles and pitfalls when creating an empowering environment.

•Discuss how to respond rather than react.

•Identify ways to break free of the "drama triangle."

•Discover five ways to generate an indispensable and empowered team.

•Outline three quick ways to create an empowered environment.

Other Information:

•Audience: Intermediate

•CLM App Management Category: Organizational Development

Speaker Info:

Jennifer Hill is President of JHill's Staffing Services, a Division of Marcum Search LLC. She began recruiting in 2003 and has recruited for top tier law firms and corporations throughout the United States. Hill also hosts a weekly radio show on LA Talk Radio, called "Get Yourself the Job," with more than 30,000 listeners a month, where she interviews experts and authors from around the world on the subject of landing one's dream job. Jennifer has earned a B.A. in Psychology from the University of California Irvine, and currently is a part of the Dean's Leadership Society with UCI.

---

CM

Even more meaty than the book on moving cheese, this webinar will equip you with change management skills. With real world examples on how NOT to lead when things hit the fan with simple guidance to keep leaders from panicking, Stop Rearranging the Chairs™ will entertain you and improve your leadership skills.

In this webinar, you’ll learn how to quickly assess priorities, be decisive when it’s needed the most and maintain your sanity when it seems the world is changing or at times, falling apart. Whether a massive change is under way or you simply want to be prepared for future organizational developments, this webinar is designed with the new and veteran leader in mind. Manage more change than you thought possible while keeping everyone safe and engaged with this interactive, engaging one-hour webinar!

Objectives:  

• Avoid panic and excessive stress in times of duress
• Keep a cool head and still direct those looking to be led on the team
• Make tough decisions in times of change (including a change in workforce size)
• Motivate and engage those you lead even more than you did when things were normal!

CLM Application Credit: Organizational Development

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of Business Management and Strategy Credit. This approval is valid through 12/31/2019 and is not transferable.

Speaker

Monica Wofford, CSP, has been a manager since 1989, but showed leadership skills as early as the second grade, creating a sales team for pencil sales to fellow students. Her training firm, Contagious Companies, was founded on the premise that leadership isn't something you're born with but is developed. She's also the author of Contagious Leadership and Make Difficult People Disappear.

---

CM

 This program will address the challenges of communicating in a high-paced environments, and be a refresher for those beginning to leverage relationships across the firm. You will learn how to use your influence in situations ranging from verbal and written communications and understand how you can harness your own integrity, while developing your personal and professional relationships.

Objectives:

• Discuss in-person vs. email vs. telephone tips
• Examine preparation and overall delivery/presence
• Evaluate awareness and authenticity
• Review the power of credibility, including reputation and internal knowledge.

Leah Lee has more than 9 years of experience in the professional development field and has worked for global law firms throughout her career, including Sidley Austin to now Winston & Strawn. From managing performance review processes to formal private coaching and legal training for many years, Lee has a passion for developing professionals to be the best they can be in their careers. She’s currently completing a master’s degree in Organizational Leadership/Human Resource Management at Villanova University.

---

CM

 In this webinar, we will discover what it means to speak like a leader, get confidence whenever you need it and discover how to craft clear, powerful messages.

Objectives:

• Outline what it means to be confident and learn how to get confidence, even when you don’t feel it.
• Recognize the power of intention and how it relates to communication. 
• Identify practical exercise to help you articulate a clear and concise message when you're stressed or scared.

Rodney Mueller is an Executive Coach, Speaker and Workshop Facilitator. He has been coaching individuals and training groups to create a more fulfilling life and career since 2007. He is the former President of the St. Louis chapter of the International Coach Federation. His coaching practice is influenced by his role as a senior noncommissioned officer in the Army Reserves and his work as founder of the Absent Father Project.

---

CM

Production date: 02/04/16

Being able to clearly and succinctly describe your vision or what you want done is one mark of an effective leader. Verbose writers create a confused (at best) or adversarial (at worst) audience through their long-winded writing. No one should have to read a sentence more than once, and this seminar will show you how to shed those words and make your writing concise by trimming the fat from your sentences. The result: lean and muscular ideas.

Objectives:

• Discuss why brevity is best
• Identify how to delete radio static, ineffective intensifiers and obvious inferences
• Describe how to change your negatives to affirmatives
• Explain how to minimize adverbs, adjectives and prepositional phrases
• Summarize how to diagnose and fix abstract writing
Determine how to avoid redundancies

---

FM

Managing cash flow effectively is not just about maintaining financial health; it’s about unlocking growth and opportunity. This webinar is designed for legal professionals seeking to transform their financial operations and presents a comprehensive approach to improving law firm cash flow by implementing accounts receivable best practices and leveraging the latest technology to effectively reduce collections lockup, take administrative burden off your team and set your firm up for financial success. 

Objectives:

• Describe the impact of accounts receivable management on firm cash flow. 
• Apply best practices in accounts receivable for law firms. 
• Employ technology for optimized cash flow and reduced lockup. 
• Apply strategies to reduce administrative burden and enhance client satisfaction. 
• Develop a plan to implement tech-driven accounts receivable solutions. 

 

Level: Essentials

$39 for members and $99 for nonmembers

CLM^® Application Credit: 1 hour(s) of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour(s) in the subject area of Financial Management (FM)

---

FM

Whether you are just starting out, or your legal firm is more established, the need for solid financial management never ceases. From cash flow to key performance indicators, this webinar provides a step-by-step process to help you take control of your legal firm cash flow so you can crush your goals and sleep better at night. You’ll get a high-level overview at five strategies your legal firm needs to have a solid financial foundation, one that will allow you to take care of your clients with the confidence of knowing your firm is on solid ground for future success.

Objectives:      

• Interpret good financial data to make sound decisions.
• Analyze your specific legal firm KPIs or key performance indicators.
• Implement processes to exercise control over your cash flow.
• Build efficient and effective accounting systems in place.
• Identify specialized accounting and financial management expertise available to you and your firm.

 
Level: Essentials

$39 for members and $99 for nonmembers

This course will take place January 24 at 2 p.m. Central.

CLM^® Application Credit: 1 hour(s) of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Financial Management  (FM) 

SHRM: 1.0 PDC

HRCI: Pending

*Please contact [email protected] for information regarding continuing education credit. 

Speaker: 

Elizabeth D. Manso, CPA, founded Brigade in 2008 to empower entrepreneurs and business owners with the insights and knowledge they need to crush their goals and achieve extraordinary success. A licensed CPA with over 15 years of experience as a public accountant, she has an extensive background  helping business leaders in real estate, health care, legal, consulting, dry cleaning and not-for-profit organizations transform their businesses with insightful financial reporting, accounting and controllership services. Manso attended Florida Atlantic University earning a Bachelor of Science in accounting and a Master of Business Administration degree.

---

FM

In today’s rapidly changing legal landscape, the role of legal administrators is no longer confined to the traditional boundaries. They are being called upon to steer law firms toward new levels of success and sustainability, which includes the financial management of the firm. Are you 100% prepared to take on all the new responsibilities? In this webinar, we’ll explore the key factors that enable legal management professionals to deliver on their expanded financial responsibilities, while developing tools to make the process less complicated. You will gain exposure to the common mistakes that law firms make, develop frameworks to avoid those mistakes and identify forward-looking strategies to help move the firm in the right direction.

Objectives:      

• Construct an end of year financial compliance blueprint.
• Apply the principles and techniques necessary to decode the end of year financial analytics that drive positive results.
• Examine key strategies for future-proofing the firm’s finances.

Level: Essentials

$29 for members and $79 for nonmembers

This course will take place November 8 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: N/A

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) toward the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour(s) in the subject area of Financial Management (FM)

SHRM: 1.0 PDC*

HRCI: PENDING*

*Please contact [email protected] for more information regarding continuing education credits.

Speaker:

Terrell A. Turner, CPA, is a 40 under 40 Black CPA, 40 under 40 Global Finance leader, and two-time Top 20 Global Finance Influencer. In 2020, he founded the TLTurner Group, which gained recognition from The New York Times for the bookkeeping and fractional chief financial officer work that they provide for law firms and small businesses. Outside of running a finance firm, Turner is dedicated to helping more leaders make finance less complicated by serving as the chair of the Law Firm Finance Committee with the LP division of the American Bar Association. He hosts multiple podcasts. including Law Firms+Finance, Stuff Your Accountant Isn’t Telling You and the Law Practice Today Podcast.

---

FM

Join us for an interactive discussion on how to use data analytics in the legal department. The presentation will go deep into why data analytics matters, how to gather data, and — most importantly — how to use it to pull useful insights and prepare KPIs/dashboards that can be used with the department or with the C-Suite.

Objectives

• Review the importance of data analytics.
• Recognize how to identify important data to gather.
• Identify how to prepare dashboards that can be used to pull useful insights.

This course will occur November 30 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories

CLM^® Application Credit: 1 hour(s) of CLM Application Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) toward the additional hours required of some Functional Specialists to fulfill the CLM application

CLM^® Recertification Credit: 1 hour(s) in the subject area of Financial Management (FM)

Level: Essentials

$29 for members and $79 for nonmembers

Speaker:

Sterling Miller, JD, is Chief Executive Officer (CEO) and Senior Counsel at Hilgers Graben PLLC, a nationwide litigation boutique law firm. He has enjoyed a wide and varied 30-year legal career. He is a three-time General Counsel, having served in that role at Marketo, Inc., Sabre Corporation and Travelocity.com. Miller earned his JD from Washington University in St. Louis and his bachelor’s degree from Nebraska Wesleyan University. He is certified in data privacy/security by the International Association of Privacy Professionals (CIPP/US).

---

FM

Key Performance Indicators (KPIs) are critical to measure more than billable hours and profits per partner - client satisfaction, team performance, firm culture to name a few. However, knowing how to get started with KPIs; where to find data; and how to follow-up can be daunting. In this  session, we will introduce KPIs, review a KPI framework, and focus on five starter KPIs. All attendees will receive a complimentary KPI starter worksheet with the 5 KPIs plus a KPI white paper. 

Objectives

1. Describe the basics of Key Performance Indicators.
2. Outline a KPI framework and workflow approach to delivery of legal services.
3. Calculate and analyze KPIs for productivity and profitability. 
4. Explain the importance of clients and client service plus measurements, including collections, satisfaction KPIs and firm culture.

This webinar takes place October 26 at 2 p.m. Central.

Level: Essentials

$29 for members and $79 for nonmembers

This course is eligible for one (1) CLM credit in the following categories

CLM® Application Credit: 1 hour(s) of CLM Application Organizational Development

CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) toward the additional hours required of some Functional Specialists to fulfill the CLM application

CLM® Recertification Credit: 1 hour(s) in the subject area of Financial Management (FM)

Level: Essentials

Speaker Bio:

Mary Juetten is a mediator, lawyer and professional accountant, and practices collaborative law in Washington and Arizona. Juetten has dedicated her more than 35-year career to helping individuals and businesses achieve and protect their success. She created Trakight, the only self-guided software platform that creates a custom intellectual property (IP) strategy and assesses business risk plus generates leads and triages for companies, attorneys, mediators and CPAs. She was named to the American Bar Association’s Legal Resource Technology Center 2016 Women in Legal Tech list and the FastCase Class of 2016. Juetten teaches in the legal technology certificate program at Suffolk Law, and she has written two books on KPIs and law firm process improvement.

 

---

FM

The rapid and pervasive onset of COVID-19 led many law firm leaders to implement emergency austerity measures. Six months after the pandemic, many law firms are on track to meet budget, though the full financial impact remains to be seen, But just as a drought can reveal discarded refuse in a dry lake bed, the pandemic exposed some of the inherent weaknesses in the current law firm financial model. In this session, we'll identify some of the poor fiscal hygiene that economic shocks tend to surface within law firms. We'll also discuss what law firm leaders can do to change course, both to safeguard against future economic shocks, and to put the firm on a better financial footing.

 

Learning objectives:

• Review the elements of poor fiscal hygiene that we can ignore in good times but must address in tough economic times
• Discuss how alternative approaches to fiscal hygiene can provide more predictability and economic safety
• Prepare attendees to spearhead or participate in these discussions in their own firms

CLM® Recertification Credit: 1 hour in the subject area of Financial Management (FM) 

Speaker:

Tim Corcoran is a former CEO who now guides law firm and law department leaders through the profitable disruption of outdated business models. Tim is a Trustee and Fellow of the College of Law Practice Management, former President of the Legal Marketing Association and a member of its Hall of Fame, an American Lawyer Fellow, a frequent presenter at lawyer retreats and legal conferences, and a writer whose articles are published regularly in leading publications. He also authors the widely read Corcoran’s Business of Law blog.

---

FM

A close-up look at the attorney compensation models, trends and techniques law firms are currently employing to attract and retain talent, encourage productivity and growth, and enhance firm profitability in 2020. Your firm’s compensation policies and models are your most important key to retaining talent, attracting new talent, incentivizing productivity and growth, and protecting your firm’s culture and profitability. This webinar will help you understand current compensation options, update you on what’s working and what’s not working for other firms, and provide you with proven ideas, techniques and best practices for making your firm’s compensation plan more effective at rewarding and retaining legal talent. 

Objectives:

• Define the basic attorney compensation models, including formulas and plans law firms are now using.

• Discuss performance-based subjective compensation systems. 

• Discuss partner and associate compensation formulas. 

• Analyze trends in nonperformance-based systems, trends and controversies in associate compensation 

• Identify best practices in attorney compensation your firm should be considering now. 

Other Information 

60 Minutes 

Audience: Intermediate 

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI) 

CLE: Participatory Credit 

Speaker: 

Brenda Barnes, CPA, has more than 35 years of law firm management experience and has a unique perspective on running a legal practice and understands how to run your company like a business. She earned her bachelor’s in accounting and her MBA from the University of Texas. She is also the Past President of ALA-Austin. Since establishing B2 Management and Consulting 10 years ago, Barnes oversees a staff of accountants that work to maximize the efficiency of their clients’ offices and operations and exceed their revenue goals. 

---

FM

Small businesses are looking for an economic lifeline as a result of losses due to the COVID-19 pandemic. They’ll now have several loan programs they may be able to tap for help, thanks to the Coronavirus Aid, Relief and Economic Security (CARES) Act signed into law March 27, 2020. The $2 trillion bill offers $349 billion in specific relief for small businesses — including loan forgiveness. This historic bill also adds to the already-existing Small Business Administration (SBA) disaster loan program available at low interest rates. Join this webinar to learn about these loan programs as you consider these options for your business.

Objectives:

• Classify the SBA loan options available to small businesses, including the Payment Protection Program and Economic Injury Disaster Loan Program.
• Interpret the eligibility for the loans and the terms of the different loan programs.
• Make use of guidance for preparing your loan application(s) and ensuring approval.

Other:

60 Minutes

Audience: Essentials

CLM® Application Credit for Functional Specialists: 1 hours in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM® Recertification Credit: 1 hours in the subject area of Financial Management (FM)

Vanessa Tiradentes, Partner at Gould & Ratner, represents a wide range of businesses and individuals in all phases of commercial litigation in both federal and state courts. Her experience includes handling allegations of breach of fiduciary duty, business divorces, contract disputes and indemnification claims, among other commercial matters.

Admitted to practice in four states, Vanessa spent several years representing clients in Delaware’s state and federal courts at both the trial and appellate levels. She has been involved in matters involving corporate, commercial, intellectual property and other business-related issues. In 2016, she was recognized as a Delaware Rising Star in business litigation by SuperLawyers magazine, and again as an Illinois Rising Star in 2018, 2019 and 2020.

Jeffrey Levinson, Senior Vice President, Market Leader North Dade and Broward County at Bank OZK.

---

FM

This one-hour webinar will focus on how law firms and law firm leadership can calculate and assess the profitability of their enterprise and segments thereof.  Participants will be provided with examples of profitability assessment tools and frameworks that can easily be adapted to their practice, regardless of size and practice area. 

Objectives: 

• Identify the key value drivers to law firm profits. 

• Assess how practice segments compare economically. 

• Understand the benefits of profitability benchmarking. 

Other Information: 

• 60 Minutes 

• Audience: Intermediate 

• CLM® Application Credit for Functional Specialists: 1 hours in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

• CLM® Recertification Credit: 1 hours in the subject area of Financial Management (FM) 

• CPE: Participatory Credit 

Speaker: 

Ronald Seigneur, CPA/ABV, ASA, MBA, CVA, is Managing Partner of Seigneur Gustafson LLP, where he provides tax planning and compliance services for more than 30 law firms and 80 attorneys, in addition to a wide range of other professionals. He’s responsible for financial forensics, economic damages assessments, business and intellectual property valuation, exit planning and related litigation support services. He is a Co-Author of Financial Valuation: Applications and Models, and Reasonable Compensation: Application and Analysis for Appraisal, Tax and Management Purposes, and is a Fellow of the College of Law Practice Management. 

---

FM

Is the billable hour dead?  Perhaps not, but law firm clients are demanding alternatives and “pricing by alternative” is not in most attorneys’ comfort zone.  Law firms must be prepared to engage in discussions with clients about Alternative Fee Arrangements (AFA), and must be equipped to implement them.  This presentation will discuss what clients expect so you can support and facilitate AFAs, the different types of AFA fee structures firms are using and how they make them work profitably for their firms.

Objectives:

• Determine the right AFA for your specific practice areas and how to structure them;
• Discuss which practice areas work well with AFAs;
• Identify the correct metrics for monitoring AFAs and how to define and measure success;
• Examine the role of process improvement, project management and profitability with AFAs.

Audience: Intermediate

Frederick J. Esposito, Jr, MBA, CLM, Chief Operating Officer of the regional law firm Rivkin Radler LLP, has more than 25 years of law and accounting firm experience and has been a Certified Legal Manager (CLM)^SM since 2006.  Fred specializes in financial and organizational management and is also a senior faculty member and consultant with the Legal Lean Sigma® Institute.

Fred is a highly rated thought-leader and sought after speaker, and author of articles on a wide-range of topics and best practices. He has been published on topics such as billing and collections, profitability, attorney compensation systems, alternative fee arrangements, process improvement, project management and strategic planning by Law Practice Magazine, Law Practice Today and The Legal Executive Institute, Attorney at Work, among others and was inducted into the National Speakers Association in 2013.

In 2012 he received the Association of Legal Administrator’s Outstanding Association Volunteer Award and was named CFO of the Year by Long Island Business News.  Fred was the first CLM on Long Island and from May 2013 – May 2016, was the Chair of ALA’s Certification Committee. 

---

FM

Have you ever had to calculate and produce a payroll check without the use of payroll software? If not, you will have the skills after attending this session as we focus on payroll from beginning to end. It is important to understand all aspects of deductions and taxes being withheld from paychecks. We'll also cover the specific rules related to the Employee Retirement Income Security Act of 1974 (ERISA) requirements and employee deductions.

Objectives:

•Identify what types of payroll taxes affect a check.

•Examine how to read and use IRS Circular E.

•Identify reporting requirements for the Affordable Care Act.

•Analyze the criteria related to ERISA remittance requirements.

•Explain the most common types of payroll deductions.

Speaker Info:

Lisa Waligorski, CLM, is the Executive Director at Newmeyer & Dillion, LLP. She started her career in a legal assistant/paralegal role, and the past 20 years have been spent as either an Executive Director or Director of Finance/Controller. Waligorski has been a speaker on both law firm accounting and human resources topics. She has also been an ALA e-learning Law Firm Accounting and Financial Information and Analysis instructor for the past three years. Most recently, she was the Finance Instructor at the Law Firm Management Essentials Conference and presented "It's No Fun if you Can't Negotiate" at the HR Conference

•60 Minutes

•Audience: Essentials

•CLM App Management Category -FS: Financial Management

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

---

FM

Most law firms do not believe that cost accounting applies to them, that it applies only to other industries like manufacturing. However, it is crucial for all law firms to implement a cost accounting system to understand their own business. How can you tell if a client, producer, division or office is profitable? Cost accounting can provide you with the answers to those questions. Many law firms face the same challenges when making management decisions, such as allocating overhead and establishing billing rates. These challenges can be overcome by understanding the costs associated with each producer. After understanding your firm's costs, all law firms should establish a profit plan. In this workshop, you'll get a hands-on learning experience that will teach you the fundamentals of understanding cost accounting as it relates to law firms. You'll also learn the practical steps it takes to create a profit plan that works toward your firm's revenue goals.

Objectives:

•Illustrate how to implement a cost accounting system.

•Show how to establish cost-per-hour for each producer.

•Identify profitability by producer, client, division and office.

•Examine how to establish a profit plan for a law firm.

 

Other Information:

•Audience: Intermediate

•CLM App Management Category -FS: Financial Management

 

Speaker Info:

Samuel J. Catanese is a Certified Public Accountant (CPA) and holds the position of Leading Partner of Catanese Group, PC. He focuses primarily on business planning and development, tax planning, financial and estate planning, and management consulting for closely held businesses, family-owned businesses, and individuals. Catanese serves as an adviser to a wide variety of companies in the health care, retail, real estate, construction and professional service industries as well as not-for-profit organizations. He is an expert in the areas of mergers, acquisitions, corporate financial plans, business valuations and sales of businesses.

---

HR

In today’s rapidly evolving legal landscape, embracing diversity, equity, inclusion and accessibility (DEIA) is not only a moral imperative but also a strategic advantage. This webinar will explore the crucial role of legal professionals in integrating DEIA principles into every facet of employment — from recruitment and retention to advancement ― for both attorneys and legal support staff. Gain actionable insights and best practices that will empower you as a legal professional to champion inclusion and belonging at every stage of the employment journey, ultimately contributing to a more diverse, equitable and inclusive legal profession. Don't miss this opportunity to be at the forefront of transformative change within your firm.

Objectives:      

• Define the key concepts of diversity, equity, inclusion and accessibility (DEIA) within the context of the legal profession.
• Identify the current challenges and opportunities related to DEIA in law firms and legal departments.
• Summarize the roles and responsibilities of legal administrators in advancing DEIA within their organizations.
• Critically analyze the effectiveness of DEIA efforts within your organization and identify areas for improvement.

Level: Essentials

$29 for members and $79 for nonmembers

This course will take place November 29 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development 

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management (HR) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management (HR) 

HRCI: PENDING 

SHRM: 1.0 PDC  

*Please contact [email protected] for information regarding continuing education credit. 

Speakers:

Margee Fawley, Chief Talent Officer, Davis Graham & Stubbs LLP, has more than 25 years of experience championing law firm attorney talent management strategies, especially as they relate to professional development and DEI initiatives. She works closely with her firm’s leadership to design and direct processes to maximize culture and collaboration. She ensures alignment of the firm’s commitment to being a leader fostering a more diverse, inclusive, and equitable profession and community. Her efforts have helped secure Davis Graham & Stubbs LLP national recognition for advancing gender parity.

Julie Holunga, MBA, PCC, develops professionals to amplify their influence and impact. The most sustainable and motivating program she offers is a multi-month program, including professional development programs to build skills and individual coaching to problem solve. Following the skill-building phase, she works with teams to instill the Trusted Voice Paradigm to develop collaborative patterns that deliver value. Through these programs, leaders get out of their own way, develop trusting relationships with key stakeholders, and have a positive impact on the organization’s bottom line. Her expertise lies within professional services, including law, accounting, and investment firms, with a specialization in the careers of female leaders. Check out her TEDx talk on the power of leadership language! 

---

HR

Working with other people is never easy. When toxic behavior is not addressed properly, team members become resentful, they lose respect for their leadership and they may develop their own toxic behaviors. To turn things around takes skillful management and patience. How you and your team effectively deal with toxicity can mean the difference between having a negative, drama-filled workplace and an engaged, collaborative and productive organization. Learn successful strategies and tips for building a positive, productive workplace by knowing what to focus on to move these interactions forward, how to effectively respond and ways to manage the impact of their behavior. Identify challenges associated with managing difficult employees, control your own feelings effectively and create a positive work environment so that you can end frustration, and act rather than react, to ensure a respectful, effective and collaborate team.

Objectives:

• Recognize the signs of typical toxic behaviors and discover how to move those conversations forward.
• Identify and control the impact of toxic behaviors so that you can keep the situation from escalating further.
• Use a model for conversations to address difficult attitudes.
• Know how to act, not react, in resolving toxic situations so that you can lead with more confidence, feel less stress, and gain more success in working and interacting with your team.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar will take place July 26 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management  (HR)  toward the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour(s)  in the subject area of Human Resources Management  (HR)

SHRM Code: 23-5497K

HRCI Code: 626332

Speaker:

Beverly Beuermann-King has used her S-O-S Principle™ for more than 25 years with organizations who want to control their reactions to stress, harness their energy and build resiliency, and create an engaged culture. She is a sought-after media spokesperson on mental health and workplace culture and has earned her Certified Speaking Professional designation. Beuermann-King is an author, consultant and speaker who has helped teams from a wide range of industries, including health care, government, manufacturing, finance and not-for-profit shift from stressed out to resilient, enabling them to be more engaged, productive and healthy.

---

HR

Did you know stress can be good for you? Yes, you read that right! In this session, you’ll learn about “eustress,” which means “good stress.” Understand how stress can be beneficial to you personally and professionally and how to reframe how you see stress to experience more satisfaction, fulfillment and well-being. Explore the difference between “eustress” and “distress” (negative stress) as you discover that stress is only harmful if you believe it is — happy lives include stress, and it can become energy to fuel your performance.

Objectives:

• Identify the psychological and physical ways stress can be beneficial.
• Recognize how to reframe stress as positive.
• Employ practical techniques to use stress to improve your performance and well-being.
• Select actionable tools to use to create less “distress” and more “eustress” in your professional and personal life.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar will take place July 12 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management (HR) toward the additional hours required of some Functional Specialists to fulfill the CLM application.
CLM^® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management (HR)

Speaker:

Kendra Brodin is the Founder and Chief Executive Officer of EsquireWell, a well-being and professional development company focused exclusively on the legal profession, providing consulting, training, and the EsquireWell Academy to help lawyers and legal professionals be happier, healthier and more successful. She is a frequent presenter, coach and consultant for small, midsize and large law firms; legal departments; and law schools. She teaches a course at the University of St. Thomas School of Law in Minneapolis.  

---

HR

You are looking for talent on LinkedIn, but how does your firm look to talent? This presentation will teach law firm administrators how to shore up individual and law firm marketing profiles on LinkedIn for improved recruiting. We'll share best practices for enhancing profiles, highlight strategies for finding talent and unpack the best way to use paid LinkedIn tools.

Objectives:

• Write and create an enhanced individual and firm LinkedIn presence.
• Use LinkedIn as a means to attract talent.
• Identify how to boost recruiting efforts by utilizing LinkedIn hiring tools.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar will take place June 14 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development   

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management (HR) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management (HR) 

HRCI Code: 624602

SHRM Code: 23-57V4P

Speakers:

---

HR

Looking for ways to break out of the stress cycle? Join Jacqui Bishop as she shares tools that provide instant and repeatable relief from the stress response. Participants will have the chance to actively try each of the tools and learn how to recognize when each tool will be the most effective to use. A portion of this webinar is active, so please wear clothes you are comfortable moving in. 

Objectives:

• Discover how to discharge the physiological effects of stress from the body.

• Identify quick and easy tools for rewiring the body and mind for thriving.

• Discuss how nervous-system-informed leaders curate optimal environments for creativity and executive brain function.  

• Describe how to use Neuroception and the Social Engagement System to increase your sense of wellbeing.

• Recognize how to dislodge chronic stress from your nervous system.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar takes place on March 22 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:  

CLM^® Application Credit: 1 hour(s) of Self Management Skills. 

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management  (HR)  toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s)  in the subject area of Human Resources Management  (HR) 

Speaker:

Jacqui Bishop is a renewable energy real estate attorney and nervous-system-informed leadership facilitator. She hosts the Thriving Leader Interview Series – Tools for Reconnecting with Vibrancy, Power and Delight. Her philosophy is that balance isn’t about rewarding yourself with a little relaxation at the end of a hard week. Instead, it is about learning to skillfully regulate the dynamic interplay of nervous systems states so that you can spend less time in the survival states of chronic stress and more time with access to your executive functioning, creative flow and feelings of satisfaction. Skillful, nervous-system-informed self-regulation is what marks the difference between burnt-out and thriving leaders.

---

HR

In a world characterized by clutter, confusion, information overload and misinformation, the ability to clearly and succinctly communicate information is vital. This webinar will highlight critical mistakes in communication and how to avoid them. Attendees will be given specific tools and techniques to help them better connect with others both virtually and in person. 

Objectives:

• Describe the essential elements of communication.
• Identify common errors and barriers to effective communication.
• Recognize tools and techniques that can be used to make their communication more effective.

Level: Essentials

$29 for members and $79 for non-members

This course is eligible for one (1) CLM credit in the following categories

CLM Credits

CLM® Application Credit: 1 hour(s) of  Organizational Development   

CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of  Legal Industry/Business Management (LI) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) 

SHRM Credit: 23-Q432K

HRCI Code: 615491

Speaker: 

Matt Booth received his undergraduate degree at the University of Wisconsin and then graduated with his Master’s Degree in Communication from University of Dubuque. Most recently, he was awarded the highly esteemed CSP — Certified Speaking Professional ― a designation conferred by the National Speakers Association (NSA) only on those speakers who have earned it by meeting strict qualifying criteria. 

---

HR

LinkedIn is the essential networking platform for lawyers and professionals, but many question its value and importance to their practice. This program will discuss the pros and cons of using LinkedIn, detail how to get the most value with the least effort, and use actual examples to show how to create a powerful and persuasive profile that advances your professional goals and helps generate business.

Objectives:

• Identify your unique story and differentiators.
• Conceive a powerful LinkedIn page that positions you to generate business.
• Draft a compelling biography for yourself your lawyers.
• Make your profile more effective, top to bottom.
• Use LinkedIn to effortlessly stay in touch with hundreds of individual connections.

This webinar will occur January 11, 2023, at 2 p.m. Central.

Level: Essentials

$29 for members and $79 for nonmembers

This course is eligible for one (1) CLM credit in the following categories

CLM^® Application Credit: 1 hour(s) of CLM Application Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Financial Management (FM) toward the additional hours required of some Functional Specialists to fulfill the CLM application

CLM^® Recertification Credit: 1 hour(s) in the subject area of Financial Management (FM)

Ross Fishman, JD, is the Chief Executive Officer of Fishman Marketing, Inc. He specializes in branding, websites and marketing training for law firms. A former litigator, marketing director and marketing partner, he has helped hundreds of firms dominate their markets. Fishman was the first inductee into the Legal Marketing Association’s Hall of Fame, and he served as LMA’s Vice President in 1998. He’s written seven books on marketing, all of which are available on Amazon. A Fellow of the College of Law Practice Management, Fishman has been quoted hundreds of times from The New York Times to National Public Radio's All Things Considered.

---

HR

Great branding is all about putting your best face forward. It’s about standing out and being noticed as one consistent voice. It's about easily conveying what you do as a business. If your brand is not exhibiting these three major components, then it’s time to do something different.

Objectives:

• Discover the speaker’s process when working with clients.
• Illustrate examples of brands she has created and examples of re-brands and how that impacted their bottom line.
• Practice using a worksheet to determine if you need to rebrand your business.
• Prepare some takeaway tips that you’ll be able to implement immediately.

This course will occur December 7 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories

CLM^® Application Credit: 1 hour(s) of CLM Application Self-Management Category  

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Human Resources Management (HR) toward the additional hours required of some Functional Specialists to fulfill the CLM application

CLM^® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management (HR)

Level: Essentials

$29 for members and $79 for nonmembers

Speaker:

Lisa Kelley is President and Co-Founder of SALES: CREATIVE Digital Creative Agency, as well as the Founder of Lisa Kelley Speaks. With more than 24 years of experience, Kelley is an international speaker, global business adviser, brander, women’s advocate, spokesperson and personal development expert and has worked with top Fortune 500 companies. Kelley was faculty for many years at a Forbes-recognized/MBA level international business organization. Additionally, she has been successful in strategic consulting, developing effective sales campaigns, creating new profit centers and bringing new products to market within a variety of industries.

---

HR

It’s not new. Aristotle wrote about it. So why don’t more people understand and improve their emotional intelligence? EQ has been proven to be more important than IQ in being successful. In this program, the foundations of EQ are explored and applied to improving one’s own EQ as well as how to help others.

Objectives:

• Practice more self-awareness and understand its role in improving EQ.
• Recognize the importance of EQ in work relationships.
• Identify how to help others on their team improve their EQ.

Level: Intermediate

$29 for members and $79 for nonmembers

This webinar will occur September 28 at 2 p.m. Central.

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management  (HR) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR).

Speaker Bio:

Sharon Meit Abrahams, EdD, is a legal talent development expert with 30 years of experience helping lawyers and law firms improve their productivity and profitability. She is an accomplished book and article writer who has conducted more than 300 seminars for the legal industry and universities. Abrahams has experience in all aspects of professional development, client relationship building, diversity and inclusion initiatives, business development techniques, communication skills and management/leadership development training. She was appointed to the Professional Development Committee of the Law Practice Division of the ABA and served as the chair of ALA’s Professional Development Advisory Committee. Abrahams has a Bachelor of Business Administration and a Master of Science in Education from the University of Miami, and a doctorate from Nova Southeastern University.

 

 

 

---

HR

In these unprecedented times of high turnover and employee burnout, it is crucial for managers to retain, engage and motivate current staff. One proven strategy for managers is to clearly communicate the organization’s big picture and how employees fit into it — people simply want to know how and why their work makes a difference.

Employees who clearly understand how they contribute to the big picture are more likely to:

• Become more invested in their jobs and make a difference
• Trust decisions made by management and serve as an advocate for the organization
• Bring innovative ideas to the table
• Work collaboratively with a team and improve job performance

In this program, we will review examples of how this strategy creates a more committed and innovative workforce. Participants will also learn ways to implement this strategy using employee check-ins, team discussions and performance management conversations.

This webinar will occur September 14 at 2 p.m. Central.

Objectives:

• Identify the benefits of communicating the organization’s big picture and how using this strategy can lead to greater employee retention and engagement.
• Examine various scenarios, such as employee check-ins, team discussions and performance management conversation, where this strategy can be employed.
• Review desired outcomes and changes in employee performance after utilizing a big picture employee communication strategy.

CLM^® Application Credit: 1 hour of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management (HR)

Level: Essentials
$29 for members and $79 for nonmembers

Speaker Bio:

---

HR

As law firms face increasing client pressure for greater efficiency, legal project management (LPM) is a critical approach to minimizing write-offs/downs, enhancing client satisfaction and improving profitability. In this webinar, participants will learn how LPM can be used to manage risk, set and meet client expectations and manage matters to keep them — wherever possible — both on time and on budget. Participants will be given an overview of LPM methodologies that can be applied to new matters, as well as examples of approaches that can be applied to closed matters to identify best practices and opportunities for process improvement.

Objectives

• Identify the core elements of legal project management.
• Recognize how matters teams can use each part of the “LPM toolkit” to manage matters more effectively.
• Distinguish the roles that different business professionals in the firm can play in helping matters run efficiently and profitably.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar will occur August 31 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories

CLM^® Application Credit: 1 hour of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit:1 hour(s) in the subject area of Human Resources Management (HR)

Speaker Bio:

---

HR

Sybil Dunlop interviewed diverse legal professionals from around the country about their experiences in the legal industry. These individuals’ voices offer practical advice as well as haunting testimony reflecting how far we still have to go to increase diversity in the legal profession. This webinar pairs their experiences with research showing how explicit and implicit biases in the legal profession render it the least diverse. Participants will walk away with practical advice and actions needed to serve as change agents in their own organizations.

Objectives

• Identify three reasons why the legal profession is the nation's least diverse.
• Discuss why the legal profession's lack of diversity harms firms and our profession.
• Discover reasons why past efforts to improve diversity in the legal profession have failed.
• Review three steps law firms can take to improve our profession’s diversity. Recognize three things individuals can do to ensure that our law firms are inclusive

Level: Essentials

$29 for members and $79 for nonmembers

This course is eligible for one (1) CLM credit in the following categories

CLM^® Application Credit: 1 hour of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management (HR)

Speaker Bio:

Sybil Dunlop (she/her/hers) is a national thought leader on diversity, equity and inclusion (DEI). She founded her law firm’s DEI practice; publishes research in the field; and teaches award-winning DEI programming. In recognition of her efforts, Minnesota Lawyer selected Dunlop as a Diversity & Inclusion Honoree in 2018, and the Hennepin County Bar Association awarded her its Excellence Award for Advancing Diversity and Inclusion in 2019. Dunlop attended Smith College and Vanderbilt University Law School, where she graduated Order of the Coif. 

---

HR

Are you “too busy” to get important things done? The truth is, you choose your focus. Take on The 8 Deadly Time Thieves™ to change your mindset. Address interruptions, overcommitment, poor planning, multitasking, email, meetings and procrastination. Learn how shifting your attention from problem to solution helps you achieve exceptional results. Gain an hour or more a day for the rest of your life. Disrupt the busy narrative, the guilt, the regret and the avoidance that stack up around poor time management.

This webinar will occur April 20 at 2 p.m. Central. 

• Plan your escape from procrastination with workflow interruption management.
• Employ core values to make consistent, high-impact decisions every day.
• Illustrate ways to shift your organization's culture to prevent burnout havoc and skyrocketing costs.

Andrew Mellen’s unique approach to teaching does require some gentle mental reprogramming on his clients’ part — but the payoff is always worth the effort. He insists that being organized is something anyone can learn, not an ability you’re either born with or without. This simple reframing empowers his clients to wake up and take responsibility for the behaviors, habits and actions that are causing their disorganization. He has spoken on well-known stages such as TEDx and SXSW, and he is the Wall Street Journal and Audible best-selling author of Unstuff Your Life! and The Most Organized Man in America’s Guide to Moving.

---

HR

ALA Today: The Virtual Conference offered many popular sessions, including this one from speaker Drew Amoroso. As the size of your remote workforce grows, your ability to run exceptional and effective onboarding and offboarding programs becomes even more critical. The way you approach these processes sets the tone for your teams and your remote work environment. Learn best practices for how to cultivate and implement onboarding and offboarding programs that help your teams feel connected and strengthen your ability to nurture remote talent.

Objectives:

• Identify high-level best practices for developing onboarding and offboarding programs.
• Use simple, actionable concepts to build a new program or strengthen an existing one.
• Employ technology to increase the effectiveness of your program.
• Prepare a plan that will set both you and your team members up for success.

 

Other Information:

• Educational Category: Human Resources Management
• 60 Minutes
• Audience Level: Intermediate
• CLM App Management Category for Functional Specialists: Human Resources Management
• CLM Recertification Eligible: Yes
• HRCI: General Credit
• SHRM: Consultation
• SHRM Learning Format: Instructor-Led Activity
• CLE: Participatory Credit
• CPE Field of Study: Personnel/HR
• CPE Credit Eligible: 1
• CPE Prerequisites: None
• CPE Advanced Preparation: None

 

Speaker:

Drew Amoroso is an Attorney, public speaker and Founder of DueCourse, a mobile application that helps professionals strengthen their workday mindset and show up at their best at work. He's the host of The Workday Mindset Podcast and “11 at 11,” a weekly webinar series that features one actionable concept you can use to improve your workday. He is also a frequent contributor to Legal Management magazine.

---

HR

According to Society for Human Resource Management, attracting, engaging and retaining skilled and semi-skilled workers, especially those who can collaborate effectively, is a leading concern of American employers. In this educational session, learn how leaders, managers and supervisors can measurably increase employee engagement, performance and teamwork - all without tapping the company’s budget!  

Objectives: 

• Recognize why money has never been an effective motivator.  

• Discover why money demotivates.  

• Explain why a great salary package, 401(k) and bountiful benefits are not always the answer.  

• Identify the top 10 no-cost steps for improving engagement and teamwork.  

• Outline the 10 real-world, no-cost benefits managers can use to increase engagement and teamwork.  

Other Information: 

60 Minutes 

Audience: Intermediate 

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

HRCI: General Credit 

SHRM: Personnel/HR 

SHRM: Instructor-Led Activity 

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.

This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

Speaker: 

Kristine Sexter is President of WorkWise. She is an award-winning industrial and organizational consultant who has devoted more than 22 years to creating exceptional workplaces. With an extensive background in recruiting, developing and retaining top talent, Sexter expertly serves the legal, manufacturing health care and human resources industries with acclaimed results. Renowned for high-energy, exceptionally interactive programs, Sexter delivers innovative and solution-filled programs to her clients and audiences. 

---

HR

---

HR

As we all get ready to bring employees back to the office, you need to ask:

• Are you in compliance with Occupational Safety and Health Administration’s (OSHA) new guidelines?
• What does OSHA say about maintaining a safe workplace?
• What are the best practices to adopt in returning to work?
• Are you ready to train your employees in these new OSHA guidelines?
• What are the legal risks involved with bringing employees back to the office and letting customers and visitors into your workplace?  

This webinar will outline the new OSHA guidelines and show you exactly what you have to do to effectively manage your legal risks and create a safe environment.  

Objectives

• Identify the legal risks posed to employers by OSHA.
• Review the legal risks posed to employers under premises liability.
• Discover how to provide a safe workplace under OSHA and CDC guidelines.

Other Information:

• 60 Minutes
• Audience Level: Intermediate
• CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management  (HR)  towards the additional hours required of some Functional Specialists to fulfill the CLM application.
• CLM^® Recertification Credit: 1 hour in the subject area of Human Resources Management  (HR)
• CLE: Participatory Credit

Speaker:

Scott Warrick, JD, MLHR, CEQC, SHRM-SCP, is both a practicing Employment Law Attorney and a Human Resource Professional with nearly 40 years of hands-on experience. He uses his unique background to help organizations get where they want to go, which includes coaching and training managers and employees in his own unique, practical and entertaining style. Warrick customizes on-site training for managers and employees, selecting from more than 50 topics. He authored the book Solve Employee Problems Before They Start: Resolving Conflict in the Real World.

---

HR

There are four generations in the workplace, all with different assets that can help your team thrive ― if you know how to unlock that potential. Millennial managers are working alongside gritty Gen Z interns, and independent Generation Xers are clashing with team-oriented Boomers. With remote collaboration at the forefront of today’s work world, understanding how to collaborate with all generations is integral to maintaining productivity and efficiency.

Everyone identifies common workplace tendencies and learns tips to create an open dialogue and promote collaboration. We identify the innate variations in generational attitudes by introducing the “old school” versus the “new school” mindset when it comes to technology feedback, motivation, promotions, patience, flexibility and more.

Objectives:

• Understand the historical and societal trends that shaped each generation.
• Recognize the strengths and weaknesses of each generation.
• Communicate effectively with each generation to meet their goals.
• Adjust their approach when giving feedback or assigning tasks to colleagues.
• Implement specific techniques for partnering with individuals from diverse generations.

Other Information:

• 60 Minutes
• Audience Level: Intermediate
• CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management(HR)towards the additional hours required of some Functional Specialists to fulfill the CLM application.
• CLM^® Recertification Credit: 1 hour in the subject area of Human Resources Management(HR)
• CLE: Participatory Credit

Speaker

Brad Karsh is the Founder and Chief Executive Officer of JB Training Solutions. An accomplished public speaker and generational expert, he has been featured on CNN, CNBC and Dr. Phil and has been quoted in several major publications, including The Wall Street Journal, The New York Times, Fortune and USA Today. Karsh authored three business books, including Manager 3.0: A Millennial’s Guide to Rewriting the Rules of Management. Today, he travels the world speaking at major organizations such as Kohler, Eli Lilly, Securitas and Dunkin’ Brands.

 

---

HR

The goal of this presentation is to enhance knowledge and skills for building and maintaining a multicultural organization and becoming positive change agents for our workplaces. This program asks participants to understand and reflect on their role as a leader responsible for promoting inclusion and building successful and effective working relationships within our organizations. 

Objectives: 

• Illustrate and recognize the unique challenges that the legal industry faces when it comes to diversity and inclusion. 

• Define diversity and culture and its impact on relationships within our organizations. 

• Demonstrate the importance of collaborative working relationships with diverse colleagues and the benefits of diverse perspectives in problem-solving. 

• Recognize the importance of infusing diversity and inclusion into our organizations to achieve a more productive, respectful and cooperative work environment. 

• Develop a plan of action for becoming a change agent for diversity and inclusion within our organizations. 

Other Information: 

60 Minutes 

Audience: Intermediate 

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

HRCI: General Credit 

SHRM: Communications 

CLE: Recognition of Bias 

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.

This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

Speaker: 

Jessica Mazzeo is a Co-Founder and Chief Operating Officer of Griesing Law, a women-owned and operated law firm in Philadelphia. She provides a critical leadership role in all aspects of the firm, assures that operational excellence is a top priority, and focuses on overseeing and implementing all the firm’s business operations, while establishing policies that promote and retain the firm’s culture and strategic vision. Mazzeo is a frequent author on legal topics. 

---

HR

In the increasingly competitive law firm environment, hiring the best applicant is imperative and doing so without creating a legal liability is essential. In today’s litigious environment, it is necessary to take the time upfront to do things right. Learn how! This one-hour webinar will focus on what you can and cannot do during the hiring process. It will examine the entire hiring process, including 1) taking appropriate precautions even before the first interview is conducted; 2) avoiding unlawful questions during the interview; and 3) documenting the decision-making process. The use of behavioral interviewing, background checks, the dangers associated with the use of social networking websites, proper documentation and other necessary pre-offer recruitment techniques will be discussed. 

Objectives: 

•       Describe the appropriate steps to be taken in advance of the interview process. 

•       Identify the dangers associated with asking improper questions during the interview. 

•       Discuss the questions that should be asked and how they should be asked. 

•       Create proper documentation during and following the interview process. 

•       Employ the use of background checks and other pre-employment screening methods. 

Other Information: 

60 Minutes 

Audience: Intermediate 

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

HRCI: General Credit 

SHRM: Communication 

SHRM: Instructor-Led Activity 

CPE: Participatory Credit 

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.

This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

Speaker: 

Michael S. Cohen is a Partner at Duane Morris LLP in Philadelphia in the firm’s Employment Services Practice Group where he concentrates his practice in the areas of employment law training and counseling. A highly rated ALA speaker, he has trained and counseled employees throughout the country on employment subjects, including harassment prevention, diversity, discipline, hiring, firing, recruiting, performance evaluations and compliance. 

---

HR

Harassment is not a sexy subject and ethics are more than words. What was once tolerated (although illegal), is now covered in the media daily and creating more workplace disruption than could have ever been imagined just a few years ago. Unethical activity, including sexual harassment, is front and center in workplace training and needed because of the negative impact that harassment has on both the employer and employee in today’s workplace. In addition to the time and expense of a potential complaint, harassment can impact the workplace in a negative manner by causing lower employee morale, increased absenteeism, lower productivity, decreased commitment to the employer and decreased motivation. Sexual harassment prevention training may also provide an affirmative defense for employers if a complaint is filed against them. This memorable program will raise awareness regarding harassment and explain the do’s and don’ts of creating a respectful workplace for everyone.? 

Objectives: 

• Define what motivates people to participate in harassment. 

• Identify how to recognize harassment in the workplace. 

• Discover what can be done to prevent sexual harassment from occurring. 

• Devise simple steps to prevent harassment in the workplace. 

Other Information: 

• 60 Minutes 

• Audience: Basic 

• CLM® Application Credit for Functional Specialists: 1 hours in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

• CLM® Recertification Credit: 1 hours in the subject area of Human Resources Management (HR) 

• HRCI: General Credit 

• SHRM: Ethical Practice 

• SHRM: Instructor-Led Activity 

• CPE: Recognition and Elimination of Bias 

Speaker:  

Chuck Gallagher is a business ethics expert, consultant, keynote speaker and author. His business insights are sought after for his strong position on ethics and ethical leadership, and he’s been featured on CNN, CBS and NPR. His expertise includes sharing practical, tested and time-proven methods that can enhance personal and professional success. 

---

HR

So much has happened in so little time. There are still many things we don’t know about how the coronavirus pandemic will affect employers, but there’s still much that we can cover. Family and medical leave (FMLA) has been expanded in the interim. Regulations regarding unemployment, emergency paid sick leave, tax credits, ADA and equal opportunity employment have been released, and additional state restrictions are coming out daily. Attend this webinar and we’ll make a little sense of the chaos.

Objectives:

• Demonstrate how to execute/implement the new requirements.
• Illustrate eligibility requirements.
• Outline the effective date of the Families First Coronavirus Response Act.
• Summarize key elements for employers.

Speaker:

Karen Kirkpatrick is the Owner of On Your Mark Consulting, where she continues a long career of helping insurance brokers, certified public accountants, third-party administrators and other employers understand complex regulations and create action items. Previously, she worked at Infinisource for 18 years, where she gained a national reputation for being one of the foremost experts on HR compliance, payroll, COBRA, HIPAA, FMLA, consumer-driven health plan options, health care reform and other benefit laws.

Other:

60 Minutes

Audience: Essentials

CLM® Application Credit for Functional Specialists: 1 hours in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM® Recertification Credit: 1 hours in the subject area of Human Resources Management (HR)

---

HR

New York recently legislated sweeping sexual harassment prevention training requirements and more states are sure to follow. The growing realization is that yesterday’s training has not worked to shape much-needed change within corporate cultures, and we must address that fact. This session re-examines training content, instructional methods, organizational structures and grievance reporting procedures. It explores the requisite skills you need, and the tough decisions you will have to make, to comprehensively address workplace harassment, discrimination and bullying. 

Objectives: 

• Identify the training content that informs a candid discussion of gender, power and sexual dynamics in the workplace. 

• Recognize effective instructional structures, methods and communications designed to ensure senior leadership buy-in and support. 

• Describe the powerful role that bystander engagement training can play in creating a proactive response to avoiding harassment and abusive conduct. 

• Review the revised grievance and investigation procedures that can effectively address the chilling fear of retaliation among complainants, while diminishing concerns of HR bias in favor of executive leadership. 

Other Information: 

60 Minutes 

Audience Level: Intermediate 

CLM® Application Credit: 1 hour in Organizational Development   

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

HRCI: General Credit 

SHRM: Ethical Practice 

SHRM: Instructor-Led Activity 

CLE: Recognition and Elimination of Bias

The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.

This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

Speaker: 

Glen Kraemer, JD, is a Founding and Managing Partner of the employment law firm Hirschfeld Kraemer LLP. The firm focuses exclusively on the representation of employers concerning discrimination and harassment claims and personnel law compliance issues involving disability accommodations, wage/hour concerns, protected leaves, corrective counseling, and discipline and termination practices. He served as the keynote speaker for the Professionals in Human Resources Association's Annual Legal Update Conference for 18 consecutive years. 

---

HR

Nine Minutes on Monday is a simple system to help you raise productivity, boost morale and increase employee engagement. The No. 1 reason managers fail to increase productivity and get the best out of their people is they neglect to keep their leadership priorities in front of them. In today’s environment, it’s easy to become task-focused, leaving work teams that are over-managed, under-led and operating below their true potential. Nine Minutes on Monday combines proven engagement drivers and principles of human motivation into a simple system of execution. 

Objectives: 

• Discover how to implement the top engagement drivers and identify which ones you need to focus on the most to create a motivated and high-performance team. 

• Recognize how to increase motivation with three simple questions that will connect purpose to pay by creating a clear line of sight between what employees do and how it affects the organization. 

• Develop a four-step formula for giving feedback that takes the stress out of addressing subpar performance and drives complacency from the workplace. 

• Indicate how to use the recognition codes to reward and recognize your employees so they feel valued, appreciated and inspired. 

Other Information: 

• 60 Minutes 

• Audience: Essentials 

• CLM® Application Credit: 1 hour in Organizational Development   

• CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

• CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR) 

• HRCI: General Credit 

• SHRM: Communication 

• SHRM Learning Format: Instructor-Lead Activity 

  The use of this official seal confirms that this Activity has met HR Certification Institute’s® (HRCI®)  criteria for recertification credit pre-approval.

  This Program has been approved for 1.00 HR (General) recertification credit hours toward aPHR™, aPHRi™, PHR®, PHRca®, SPHR®, GPHR®, PHRi™ and SPHRi™recertification through HR Certification Institute® (HRCI®).

  

James Robbins is a rare mix of management consultant, change specialist, adventurer and motivational speaker. He speaks to audiences worldwide, helping them raise their performance to match their potential. He has been helping equip and transform leaders for more than 20 years. In 2012, Robbins wrote Nine Minutes on Monday: The Quick and Easy Way to Go from Manager to Leader. His style of teaching has set him apart as a master communicator, combining stories from his adventures with practical truths that help audiences make simple changes that stick.  

---

HR

As the demand for proficient IP support staff continues to grow, IP administrators are faced with the challenges of retaining existing staff, hiring talented new staff and ensuring succession planning for key roles. We all need to learn how to think outside the box to develop focused strategies that value our high performers, develop homegrown talent and adjust to changing value statements across generations. Ask not what your IP support staff can do for you — ask what you can do for your IP support staff!

Objectives:

• Evaluate your IP support staff labor pool.
• Distinguish how to successfully hire for IP support staff positions.
• Practice how to develop non-IP homegrown talent pools.
• Demonstrate what you can do now to develop IP support staff.

Speaker Information:

Rosaleen (Rose) A. Walsh, CFP, is a Registered Patent Agent with the U.S. Patent and Trademark Office and has more than 20 years of patent filing and patent support staff management experience. She has held positions ranging from Patent Secretary at an IP boutique firm to IP Paralegal Manager across offices for an international law firm. Walsh is currently the Senior Patent Administration Manager for Foley Hoag LLP in Boston. She is the author of U.S. Patent Prosecution for Support Staff: A Desk Reference.

Other Info:

• 60 Minutes
• Audience: Intermediate
• CLM App Management Category -FS: Human Resources Management
• CPE Field of Study: Personnel/HR

    
“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI. This approval is valid through 12/31/2019 and is not transferable.

---

HR

Now more than ever, letting your employees know how they are performing is one of the most important aspects of any law firm manager's job. Whether a partner, shareholder, member, associate, manager or supervisor, those with evaluation responsibilities in law firms absolutely must take the process seriously and understand the implications — both legal and employee relations — from the failure to do so. Whether the employee is doing a great job or needs significant improvement, it is critical that those with evaluation responsibilities know how to appropriately document the employee's performance and realize the importance of carefully drafting the appraisal.

Objectives:

•Examine how appraisals have changed and why appraisals (in whatever form) are so critically important.

•Describe the appraisal drafting process and identify common mistakes made.

•Identify the very real legal risks associated with a rushed, poorly worded or not-delivered appraisal.

Speaker Info:

Michael S. Cohen is a Partner at Duane Morris LLP in Philadelphia in the firm's Employment Services Practice Group where he concentrates his practice in the areas of employment law training and counseling. A highly rated ALA speaker, he has trained and counseled employees throughout the country on employment subjects, including harassment prevention, diversity, discipline, hiring, firing, recruiting, performance evaluations and compliance

60 Minutes

•Audience: Advanced

•CLM App Management Category -FS: Human Resources Management

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

---

HR

The spotlight on mental health and well-being in the legal profession has never been brighter. More law firms, legal departments, and law schools are establishing programs to do better, including signing the ABA's Well-being Pledge. Altruism isn't the only motivator for organizations taking better care of the health of their workforce. There's also a compelling economic rationale. The $9.1 billion lost to attrition by 400 top US law firms in a single year demonstrates hint that there's significant economic motivation to drive a culture shift. In this webinar, Renee Branson, an expert on well-being in high-performing organizations, and Tim Corcoran, a veteran presenter on law firm finance topics, will make the case for investing in well-being as they demonstrate impact it has on retention, innovation, performance, and incremental revenue and profit.

Learning Objectives:

• Illustrate the key tenets of a well-being program, including the ABA Pledge
• Demonstrate the economic rationale and business case for improving workforce wellbeing
• Provide guidance on how to get started and how to measure success

Other:

Time: 60 Minutes

Audience Level: Intermediate

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management  (HR)  towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour in the subject area of Human Resources Management  (HR)

Speakers:

Tim Corcoran is a former CEO who guides law firm and law department leaders in the profitable disruption of outdated business models. Renee Branson is a therapist, educator, and advisor to business leaders on building and sustaining well-being in the workforce.

Renee Branson’s passion and purpose are helping individuals, teams, and organizations cultivate resilience. As a Certified Resilience Coach (CReC), she provides clients with immediately usable tools to increase resilience, well-being, and optimism in the workplace. She works with lawyers, legal marketers, business professionals, non-profit leaders, and others to help them develop and incorporate resilience in their own professional lives and in the teams they lead. 

---

HR

We've watched the news and we've read the papers. The stories are everywhere, and one thing remains abundantly clear — law firms absolutely are not immune from the human resources issues that exist in corporate America. While it is not clear what topics will create workplace problems and chaos in the law firm environment in the Fall of 2018 (e.g., confronting leave of absence obligations, addressing workplace harassment, or others), it is those very subjects that will be discussed, examined, analyzed and unpacked. This fast-paced, practical and business-focused session is designed for law firm HR professionals, administrators, C-Level law executives and managers.

Objectives:

•Identify best practices for addressing employee relations issues in the law firm environment.

•Discuss relevant employment laws implicated in dealing with complicated HR issues.

•Explain how to communicate best to partners, shareholder, managers, etc. that the legal responsibilities are real and that there are severe consequences for a failure to comply with those obligations.

•Examine how a firm's failure to address these HR complications lowers coworkers' moral and negatively impacts operational efficiencies.

Speaker Information:

Michael S. Cohen, JD, is a Partner at Duane Morris LLP in Philadelphia in the firm's Employment Services Practice Group where he concentrates his practice in the areas of employment law training and counseling. A highly rated ALA speaker, he has trained and counseled employees throughout the country on employment subjects, including harassment prevention, diversity, discipline, hiring, firing, recruiting, performance evaluations and compliance.

60 Minutes

•Audience: Advanced

•CLM App Management Category -FS: Human Resources Management

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

---

HR

If the truth isn't found in an investigation or inquiry, trust can wither and litigation risk can skyrocket. HR and legal management professionals often conduct investigations but receive limited training on this critical skill set. This presentation provides a proven phase-based process model, practical and actionable techniques, and critical insight for assessing, planning, understanding and completing investigations. The dynamic, multimedia presentation also leverages critical thinking and systems approach through an engaging story as we walk through the process.

Objectives:

•Review and apply an investigative model to make the best decisions with a systems approach.

•Apply critical thinking to ensure objectivity, focus on key information and withstand scrutiny.

•Identify and comprehend the best practices and the common failures during investigations.

•Examine risk management from the clients' perspective and apply better guidance.

Other Information:

•Audience: Intermediate

•CLM App Management Category -FS: Human Resources Management

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

Speaker Info:

Max Dubroff has HR experience that includes teaching and consulting as a business partner and as a director. He retired from the U.S. Air Force, having specialized in security, law enforcement and anti-terrorism. He is the former Chairman of a nonprofit board and a former Commissioner. His education includes a bachelor's in psychology and a master's in human resources and he has earned senior-level certifications in human resources from HRCI and SHRM.

Christine Cave is Director and Employment Attorney at Employers Legal Resource Center in Oklahoma City. Her experience includes business ownership, volunteering on many local and national nonprofit boards, lecturing and teaching on business and litigation-related topics, and representing businesses and management in lawsuits. She has served as the Chairperson of the Oklahoma Bar Association Labor & Employment Section. Additionally, she has earned senior-level certifications in human resources from HRCI and SHRM.

---

HR

The legal economy is growing, and law firms are again focusing on training and retaining their associates. Progressive law firms want to help their associates become next-generation rainmakers and find that associates stay longer at firms that provide professional skills training. Of course, first-year lawyers should undertake different activities than seventh-years, which makes it difficult to provide a customized education. In this presentation, we'll lay out a step-by-step, year-by-year program for how firms can turn their associates into rainmakers and give a detailed plan for the specific marketing activities associates should undertake at each stage of their career. Additionally, we'll cover how to create your own effective internal educational program. Each attendee will receive a free copy of the presenter's book, The Ultimate Law Firm Associate's Marketing Checklist.

Objectives:

•Examine the decade-long arc of associate-marketing development.

•Identify what marketing activities associates should undertake at each stage of their career.

•Discover the single activity that is the greatest predictor of rainmaking success.

•Show how to develop your own internal training program.

 

Other Information:

•Audience: Intermediate

•CLM App Management Category -FS: Human Resources Management

 

Speaker Info:

Ross Fishman is the Chief Executive Officer of Fishman Marketing where he helps firms with branding and websites. He has given more than 300 presentations worldwide on marketing ethics, including highly rated sessions for ALA. A former litigator, Marketing Director and Marketing Partner, Fishman's campaigns have received the Legal Management Association's (LMA) Best of Show award five times. He was the first marketer inducted into LMA's Hall of Fame (2006).

---

HR

This presentation includes an eye level view of what gender transition consists of, including male and female perspectives. The attendees are able to experience a subject that has become more visible nationally, in both our communities and the workplace. The presentations' goal is not limited to only transgender issues, but by the nature of the topic, participants are able to have a better perspective of the challenges that women and minorities experience at work. This unique perspective will assist your organization in understanding the needs of transgender employees and provide an understanding environment. This presentation is designed to be a departure from standard training sessions by incorporating emotional experiences with a focus on discussion.

Objectives:

• Discuss the speaker's gender transition, with the inclusion of personal stories.
• Identify and discuss challenges in the office.
• Analyze the physical and emotional aspects of the transition process.

Audience Level: Intermediate

Audience Statement: This session assumes that participants have a working knowledge of human resource needs and procedures in a legal setting. No advance preparation is required.

• 60 Minutes
• Audience: Intermediate
• CLM App Management Category -FS:
• CLE: Law Practice Management
• HRCI: General Credit

Lt. Rachel Esters is a graduate of the School of Police Staff and Command at Northwestern University and is a 22-year veteran with the Larimer County Sheriff's Office in Fort Collins, Colorado. While an executive member of her organization, she was both a leader and the subject employee during her gender transition. In 2013, Esters shared with friends and co-workers that she was transgender, and since that announcement, she has made the physical and social change of gender from male to female while serving in a law enforcement agency.

---

HR

It's important for law firm employers to develop policies and procedures that identify and effectively respond to disabled employees and requests for reasonable accommodation. And recent changes and court interpretations to the Americans with Disabilities Act (ADA) — specifically the expansion of the definition of employees considered disabled under the ADA and increase in Equal Employment Opportunity Commission (EEOC) charges alleging violations of the ADA — make it even more of a priority. Participants will be able to identify triggers to the ADA interactive process, develop a systematic process for responding to requests for accommodation, and learn the most common reasonable accommodations that must be provided to employees.

Objectives:

• Recognize the provisions of the ADA and ADA Amendments Act.
• Develop knowledge on the most recent EEOC and court interpretations of who is considered a disabled employee under the ADA.
• Identify when employees are requesting reasonable accommodation and triggering the interactive process.
• Outline how to assist employees and applicants requesting reasonable accommodation.

Audience Statement: This session assumes that participants have a working knowledge of human resource management in the legal industry and U.S labor and employment laws. No advance preparation is required.

• 60 Minutes
• Audience: Intermediate
• CLM App Management Category -FS: Human Resources Management
• CLE: Law Practice Management
• HRCI: General Credit

Renee Culotta, JD, has practiced labor and employment law for 20 years. Her expertise is in providing proactive employment counseling to avoid litigation. She is a frequent speaker, training management and employees on myriad employment issues. Culotta is also an experienced litigator, having successfully defended harassment and discrimination lawsuits, including claims involving age, race, sex, religious and disability discrimination.

---

LI

The IRS applies tax penalties automatically whenever certain issues arise, such as underpayment or a late filing. In 2022, the IRS assessed over $73 billion in penalties. Even taxpayers who “do not have a tax problem” have probably been charged penalties. Penalty abatement is one of the most sought-after services when taxpayers go looking for help. This program will cover how tax penalty abatement works for both the automatic first-time abatement and reasonable cause abatement, how to put together these requests and how to charge for this value-added service.

Objectives:

• Describe the first-time abatement program and when it applies.
• Illustrate reasonable cause for avoidance of penalties.
• Explain how to put together a reasonable cause request for abatement. 

 

Level: Essentials

$39 for members and $99 for nonmembers

---

LI

Imagine you are sitting at your desk when the managing partner bursts into your office. He screams, “I overheard Julia, our rock star young partner, plotting to leave the firm with our most productive partners. I have to talk to the other partners, but I need you to figure out what it’s going to take to convince Julia and the others to stay. I’ll be back in an hour!” Once you peel yourself off the floor, who do you call? Your best and most discreet friends at ALA, of course. In this interactive webinar, you’ll learn everything you need for you and your classmates to brainstorm a new compensation model that will meet everyone’s needs and save the firm.

Objectives:

• Identify the three critical elements of every successful law firm business model.
• Explain the four primary failed and outdated models and their fatal flaws.
• Discover the five elements of every law firm compensation system and why they matter.
• Recognize the four metrics every modern firm should track and why.
• Use this information to devise a new compensation model.

 

Level: Essentials

$39 for members and $99 for nonmembers

---

LI

There’s never been a better time to take your valuable knowledge and leverage it into a brand new business or an additional revenue stream. Whether you want to help educate your professional peers and clients — or work with solution providers to help them advance their products — there’s a wealth of opportunities for legal professionals to do so. In this webinar, we’ll walk through a step-by-step process to create a business plan and execute it to monetize your skills and knowledge in the legal profession.

Objectives:      

• Identify the opportunities available to legal professionals as educators and influencers.
• Evaluate your own purpose and path toward leveraging your skills and knowledge for PR and paid media opportunities.
• Recognize the importance of differentiating your personal brand.
• Discover revenue opportunities related to content, education and partnerships.

 

Level: Essentials

$39 for members and $99 for nonmembers

This course will take place February 21 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development 

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) 

 

*Please contact [email protected] for information regarding continuing education credit. 

---

LI

Effective strategy development can’t begin “with the way we’ve always done it.” The first steps in any journey forward begin with careful planning and analysis before starting out. The resulting actions need to be specific and measurable. This interactive and relatable session will explore the intentional, proactive steps that every legal professional can take to effectively develop strategies to become less reactive. Learn three key ways to develop strategies that will help your law firm achieve lasting success.

Objectives:

• Identify challenges of analysis paralysis and how to best overcome them.
• Demonstrate techniques for strategizing and prioritizing. 
• Create a culture of strategy and growth.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar will take place September 27 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development 

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) 

HRCI: 633267 

SHRM: 23-7YPGR 

Speaker:

Debbie Foster is a nationally recognized thought leader on efficiency and innovation in professional legal organizations. Her 20+ years of experience, combined with a mix of strategic management and strong leadership skills, has enabled Foster to develop a unique ability to work with law firms and legal departments to help them navigate the ever-changing legal services delivery landscape. She has been working with law firms and legal departments since 1995, earned her Lean Six Sigma Certification and is relied on by firms all over the country as a management consultant. Foster is very active in the Association of Legal Administrators, the Law Practice Division of the American Bar Association, and was the Co-Chair of ABA TECHSHOW 2018.

---

LI

“Is social media right for you?” is probably one of the most asked questions in business today. Join us to find out why the answer isn’t as simple as you would imagine. If you want to make a difference for your firm, get a new perspective than what you may be hearing from digital marketers. Discover more insights into the nuances of marketing in the legal environment and the importance of leadership in this space. We will review the critical components of a legal marketing plan and consider if digital marketing is indeed the “holy grail” of marketing.

Objectives:

• Describe marketing in a legal environment.
• Identify the critical components of a legal marketing plan.
• Demonstrate a process for determining the role of social media in an effective marketing plan.

 

Level: Essentials

$29 for members and $79 for nonmembers

This webinar will take place August 30 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) toward the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI)

SHRM: 23-MC69J

HRCI: 634409 

Speaker:

Neville Pokroy has more than 30 years of experience in all aspects of marketing, from big business to sole proprietorships. His hands-on experience has provided him with tremendous insight into all levels of the marketing discipline and how they enable businesses to leverage marketing as a prerequisite for growth. Pokroy has worked with one of the fastest growing law firms in Canada, helping them to punch well above their weight to become a Top 10 Regional Law Firm in Ontario for the past 10 years, despite their small size.

---

LI

A comprehensive written business continuity plan is an essential part of your firm’s overall business continuity program. Is your current plan gathering dust on a shelf? Are you struggling to put together a written plan that not only prepares your organization in the event of a disaster, but also meets client compliance and audit requirements, RFP guidelines, regulatory requirements and industry standards that have changed the playing field for business continuity globally in the aftermath of the pandemic?

If so, then this session is for you. This session provides valuable information to any size firm where you will work through a checklist of key components that should be a part of every written business continuity plan. That checklist can then be used to assess and revise your firm’s current plan.

Objectives:

• Identify key components that should be included in a written business continuity plan.
• Describe the steps in developing a business continuity plan.
• Prepare a checklist that can then be used to assess and revise your firm’s current plan.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar will take place August 2 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development  

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) 

SHRM Code: 23-WWSMQ

HRCI Code: 629010 

Speaker:

Kathryn Scourby, CBCP, is the Principal of KNS Consulting, LLC. Scourby works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. A Certified Business Continuity Professional (CBCP), she consults with and trains management professionals and all levels of staff at private service firms by facilitating table-top exercises and other training in these focus areas, as well as conducting Business Impact Assessments (BIAs) and overall business continuity planning. Her experience includes 33 years with international law firm Hunton Andrews Kurth, LLP, including over five years as the firm’s only Business Continuity Manager.

---

LI

Law firms have amassed talent and capabilities in an effort to advance client value and firm revenues. Now, firms want synergies and a greater return by seeing existing and new talent collaborate effectively across silos. When multiple professionals with a deep expertise and diverse talents work together to solve more critical problems for a client or firm — what is called “Smarter Collaboration,” as coined by Heidi K. Gardner, PhD, —  firms earn higher revenues and employee engagement. Yet every firm faces obstacles to collaboration that aren’t always obvious. In fact, firms frequently jump directly to disparate initiatives without really identifying a problem. Learn more about the principles of Smarter Collaboration and the frequently seen barriers, helping leaders at all levels and departments obtain a clear-eyed view of your firm’s readiness to implement a collaboration-related strategy and identify how and where to spend their energy to foster smarter collaboration.

Objectives:

• Discuss a case for investing in smarter collaboration.
• Identify frequent barriers to smarter collaboration in law firms.
• Discover a methodology to identify barriers to smarter collaboration.
• List examples to accelerate smarter collaboration.

 

Level: Essentials

$29 for members and $79 for nonmembers

This webinar takes place May 31 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) toward the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/Business Management (LI)

SHRM: 23-WY543

HRCI: 626901

Speaker: 

Clinton Gary is the Founder of CREDO Consulting, a growth and collaboration consultancy for law firms, as well as an Accredited Partner to the legal industry for Gardner & Co, the advisory firm founded by  Heidi K. Gardner, PhD. He has nationally recognized for programs for industry, key client, business development coaching, planning/budgeting, experience management, strategy development, and M&A integration.  His teams and firms have been awarded “Best Law Firm Marketing” by The American Lawyer, the “Best Law Firm Rebrand” by the Legal Marketing Association, and the exclusive Midsize “Hot List” designation by The National Law Journal. He is a frequent speaker at retreats and national conferences and content contributor of more than 40 articles and case studies.

---

LI

In this busy day and age of instant communication, you get one shot at getting what you want, when you want it and how you want it. Additionally, getting lawyers to pay attention to your emails and respond quickly can be frustrating, daunting and time consuming. This webinar can help you change how lawyers, colleagues, clients and supervisors will now view you as a leader in your field. Learn how to persuade lawyers, supervisors and direct reports to view you as an important authority whose communications need to be acted upon immediately. You don’t have to be at the top of the org chart to make people sit up and take notice.

Objectives

• Discover a new way of writing with clarity, confidence, authority and style.
• Identify a new way of email writing that gets you exactly want you want in a timely manner.
• Review the 10 intentions that establish a multilayered link with readers, ensuring accurate, in-depth responses.
• Illustrate the five indispensable talents for developing your authentic voice ― the voice that our business world desperately needs to hear.
• Recognize techniques to establish you as a strong leader.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar takes place April 26 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of  Communication Skills 

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of  Legal Industry/ Business Management (LI) toward the additional hours required of some Functional Specialists to fulfill the CLM application.  

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI)  

SHRM: 23-6UMDA  

HRCI: 625241 

Speaker:

Chere Estrin is the Chief Executive Officer of Estrin Legal Staffing, a  nationwide staffing organization with a five-star Google Business Review rating. She has been a well-known name in the field for over 20 years. Estrin was named “One of the Top Women Leaders in Los Angeles.” She has written 10 books on legal careers, hundreds of articles and has been written up in publications such as the Los Angeles Times, Chicago Tribune, Legal Management, Newsweek, Entrepreneur and others. She gives numerous webinars, including those for Lawline and LawPractice. Estrin is a former administrator at an Am Law 100 firm and Senior Vice President in a $5 billion company.

---

LI

Change is happening so fast it can feel like you have to get on the bus, or you’ll get run over. Your firm’s leadership might be saying your team is ready for change. They want to keep up with the latest technology trends, hire to meet new demands or innovate billing processes. But how do you know if your firm is ready for innovation? We’ll spend time reflecting on key questions to determine whether your team is ready to get on the bus, or whether innovating now will leave them feeling flattened.

Objectives

• Identify the differences between change and innovation.
• Recognize and bust common assumptions about legal innovations.
• Discover how to test your firm for innovation and determine if the time is right to begin.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar takes place April 12 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of  Organizational Development  

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/Business Management (LI) 

SHRM Code: 23-J7FSQ

HRCI Code: 624600

Speaker:

Laura Hartnett, ESQ, is the founder of and legal consultant at Law By Design. She has over 15 years of experience as a management consultant, litigation attorney for national and international law firms, and in-house counsel for a Fortune 100 company. Today, she teaches lawyers how to redesign their practice of law from a human-centered approach, one that works better for both lawyers and clients. She is also a yoga addict, karaoke enthusiast, and proud mom of two creative girls.

More Info

---

LI

Becoming a rainmaker is tough, which means your lawyers need your help in building better books of business. To help you succeed, this webinar will cover some of the best techniques for helping lawyers build great books of business. Learn the secrets used by top rainmakers for personal branding, building great networks (both internally and externally), delivering “wow” levels of service, cross-selling, getting and maximizing client meetings, staying top-of-mind, building great networks (internally and externally) and much more.

Objectives

• Demonstrate an understanding of the rainmaker mindset.
• Identify approaches lawyers can use to make business development a sustainable habit
• Apply dozens of approaches lawyers can immediately implement to attract new work

This webinar will occur February 22 at 2 p.m. Central.

Level: Essentials

$29 for members and $79 for nonmembers

This course is eligible for one (1) CLM credit in the following categories

CLM Credits

CLM^®Application Credit: 1 hour(s) of  Organizational Development   

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of  Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) 

SHRM Credit: 23-Q432K

HRCI Code: 615491

Speaker:

David H. Freeman, JD, is a former practicing lawyer from New York, an award-winning consultant and a two-time best-selling author. He’s a member of the National Law Journal Hall of Fame for being voted the No. 1 business development consultant and coach in the United States for several consecutive years. Freeman is the founder of David Freeman Consulting Group, and he’s trained and coached well over 10,000 lawyers in over 200 law firms worldwide. He’s worked with nearly half of the Am Law 200, is the author and co-author of 14 books on law firm business development and leadership, and he is the creator of Lawyer BookBuilder, an online self-study program that shows lawyers how to become exceptional rainmakers.

 

---

LI

There is quantitative data showing how work productivity in the afternoon, especially after lunch, drops between 10% to 60%. Given how the work environment has drastically changed in the past decade — especially the last few years — implementing simple changes can create a healthier workspace and can have an incremental impact on everyone involved, including clients and staff. It’s time to take a closer look at how taking better care of yourself and your working environment will improve productivity. By implementing simple strategies, you can increase work production by up to 40%, while also elevating moods, deepening fulfillment and enhancing workplace culture.

Objectives:

• Discuss how to improve ergonomics in the workspace.
• Discover how to stabilize health and wellbeing among workers and coworkers.
• Identify how to stimulate company culture environment.
• Practice how to implement strategies for improved communication.
• Describe appropriate working practices ethics in the 21st century.

This webinar will occur January 25 at 2 p.m. Central.

Level: Essentials

$29 for members and $79 for nonmembers

This course is eligible for one (1) CLM credit in the following categories

CLM Credits

CLM®Application Credit: 1 hour(s) of  Organizational Development   

CLM® Application Credit for Functional Specialists: 1 hour(s) in the subject area of  Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour(s) in the subject area of Legal Industry/ Business Management (LI) 

SHRM Credit: 23-Q432K

HRCI Code: 615491

Speaker:

Mitchell A. Kershner, ND, is a Neuropathic Doctor licensed in Oregon. He’s been in the health field for about 32 years and received his massage therapy license from Lindsey Hopkins. Kershner has taught nutrition, anatomy and physiology, and exercise physiology, and also served on the medical crew for the Taos Search and Rescue team. He now resides in Florida and has a certificate of studies from culinary school. He uses all these skills to teach and motivate people to share in his passion for health and the human body. 

---

LI

The pandemic has made LinkedIn an even more critical resource for law firms to reinforce their brands and develop new business as participation jumped by one-third to 800 million users over the past two years. Find out how to magnify LinkedIn to enable your firms and lawyers to become more discoverable to help bring in business leads, engage with current clients and prospects and make your brand pop out. In this virtual program, veteran legal marketer and Social Media Butterfly blogger Stefanie Marrone will share her experiences and insights on how to maximize your firm’s LinkedIn platform to generate new business and develop content strategies as well as how to best use LinkedIn’s latest features such as LinkedIn Live, Creator Mode and Cover Story.

This webinar will occur May 11 at 2 p.m. Central.

Objectives:

• How to maximize LinkedIn's newest features (LinkedIn Live, Creator Mode, Cover Story, Featured Section).
• How to generate new business using LinkedIn, including how to compel those who don't believe LinkedIn has merit to start using it.
• How to develop content strategies that support business development and talent management goals.

Level: Intermediate

$29 for members and $79 for nonmembers

Speaker Bio:

Stefanie Marrone helps law firms of all sizes, professional service firms, B2B companies, professional associations and individuals build their brands and books of business through creative revenue generating strategies in content marketing, social media and business and client development.

---

LI

Join us as we share a popular session from ALA Today: The Virtual Conference. Observers of the profession have long noticed that law firms talk a lot about change but that most real change only takes place around a major financial downturn. And the COVID-19 pandemic has created a severe financial crisis for many (but not all) segments of the profession. While the pandemic is prompting many firms to make several short-term changes — salary reductions, layoffs, lawyers working in shifts to reduce crowding, even the construction of “sneeze guards” — those may prove to be the easy changes.

 This program will focus on the mid- and long-term changes we are likely to see impacting law firms — increasing incursion and success of non-law firm competitors, increasing segmentation, less associate leverage, moderation of associate salaries, increased partner capital.  

Objectives:

• Recognize how the short-term decisions made as a result of COVID-19 are going to affect the mid- and long-term decisions.
• Predict the mid- and long-term changes that are likely to impact the legal profession.
• Explain why these trends will accelerate now and how law firms can adapt to them.
• Identify the client priorities that are motivating these trends.

 

Other Information:

• Educational Category: Legal Industry/Business Management
• 60 Minutes
• Audience Level: Intermediate
• CLM App Management Category for Functional Specialists: Legal Industry/Business Management
• CLM Recertification Eligible: Yes
• CLE: Participatory Credit
• CPE Field of Study: Business Management & Organization
• CPE Credit Eligible: 1
• CPE Prerequisites: None
• CPE Advanced Preparation: None

 

Speakers:

Blane Prescott is a Consultant and the Managing Shareholder of MesaFive, LLC, a strategy and management consulting firm based in San Francisco. Prescott works with clients on a wide variety of management and strategy issues, including merger negotiations and assessments, partner compensation, economics, growth and restructuring. He is the author of more than 60 articles on law firm issues and was a Partner and Consultant with Hildebrandt International for more than 20 years. Additionally, he's served as the Chief Executive Officer and Chief Operating Officer of large law firms based in the United States.

Judith Hissong, CLM, PCC, is the President of Nesso Strategies and Founder of the Legal Leadership Institute. Nesso is the Italian word for connection, and connecting strategies is Hissong's passion. Her financial background pairs with her athletic mindset and her executive coach training as she partners with law firm professionals for strategic planning, leadership development, executive coaching, team building and training in conflict and communication skills. She has more than a decade of law firm leadership experience, giving her an insider's understanding of the complexities of the business of law. Hissong also serves on the ALA Board of Directors.

---

LI

The world health community continues to monitor closely the emergence of the Novel Coronavirus COVID-19 and its spread has been declared a “public health emergency of international concern” by the World Health Organization. At this time, no one knows how severe this outbreak will be and we are still learning details about the COVID-19 virus and how it is spread within communities. Law firms need to be prepared to balance the health and safety of their people while continuing to serve the needs of clients. From business insurance issues to risk management implications to leading your population through uncertainty, join Pillsbury partner David Klein and Chief Human Resources Officer Kathleen Pearson as they share practical approaches law firms can take in this uncertain time.

Learning Objectives

• Classify your business insurance and workers’ compensation coverage
• Identify risk management implications
• Demonstrate how to communicate and lead effectively in a crisis

David Klein, a Pillsbury Litigation partner, is repeatedly recognized in Chambers USA for his skill in resolving insurance coverage disputes through litigation and negotiation. David brings extensive experience in insurance matters involving general and excess liability, pollution legal liability, first party/business interruption, fidelity/crime, directors and officers, and errors and omissions coverage. He also advises clients on proposed terms of coverage at placement and renewal.

As Chief Human Resources Officer, Kathleen Pearson is responsible for developing and executing human resource strategy in support of the overall strategic direction of the firm. Kathleen oversees all HR-related functions for the firm and provides strategic leadership specifically in the areas of employee relations, talent management, benefit administration, change management, organizational and performance management, training and development, and compensation. 

---

LI

In this interactive session, the speaker will focus on introducing current and future trends in real estate that law firms should be preparing to embrace. With the uptick in the hiring of Millennials, technological advances and the need for employers to embrace the mobile workforce, attendees will get the benefit of finding out what they need to do with this ever-changing workforce. With perspectives from both law firms who have already embraced these new trends, along with the real estate professionals who partner these deals, attendees will learn new insights on these upcoming trends of the future law firm workplace. 

Objectives: 

• Discover ways to adapt and embrace a mobile workforce. 

• Discuss how to minimize overhead cost with a newly structured law office layout. 

• Identify tips on working with law firm management to implement this new structure. 

Other Information: 

• 60 Minutes 

• Audience: Intermediate 

• CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

• CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI) 

• CLE: Participatory Credit 

Speaker: 

Jessica Mazzeo is a Co-Founder and Chief Operating Officer of Griesing Law, a women-owned and operated law firm in Philadelphia. She provides a critical leadership role in all aspects of the firm, assures that operational excellence is a top priority, and focuses on overseeing and implementing all of the firm’s business operations, while establishing policies that promote and retain the firm’s culture and strategic vision. Mazzeo is a frequent author on legal-related issues. 

---

LI

Ethical principles and behavior on the part of law firm leadership have become increasingly integral to firms’ long-term success. This session examines the complex and evolving set of issues related to this topic and offers concrete guidance to make sure your firm has its bases covered.

Among the topics we’ll discuss:

People Issues

• Being honest, keeping promises, leading by example, earning trust
• Ensuring a safe and secure work environment
• Sensitively and effectively handling behavioral and substance abuse issues
• Maintaining appropriate client and internal firm confidentiality
• Executing succession plans among senior lawyers

Client Issues

• Formulating appropriate and transparent billing practices
• Deftly triage leadership conflicts of interest
• Maintaining consistently high-quality work product
• Maintaining consistently high-quality service

Firm Issues

• Building a cohesive, effective firm-first culture
• Keeping up with appropriate current technologies, including remote access and cyber-security

  (Competence, confidentiality and third parties)

• Ensuring that associates and staff receive meaningful, thorough training, evaluation and feedback
• Creating a fair, understandable compensation system

Objectives

• Gain a better understanding of the ethical considerations of law firm leadership
• Explore the tenets of effective leadership for managing partners and firm administrators
• Identify specific recommendations on this important topic

Other Information:

60 Minutes

Audience: Intermediate

CLM Re certification Credit: Ethics

CLE: Ethics

John Remsen, Jr. is one of the country's leading authorities on law firm leadership, management, marketing and business development. After serving as marketing director at two major law firms, Remsen formed TheRemsenGroup, a consulting firm that works exclusively with law firms. In 2002, he created The Managing Partner Forum, a highly acclaimed conference series for leaders of smaller and midsize law firms. In 2012, he was inducted into the College of Law Practice Management. Presenter

---

LI

Accountability is an essential part of leadership and management. In fact, without it, there is no way to establish credibility and trust among team members. It is so important that employees are held accountable for their work, individually and as part of a team. It is only when everyone in an organization is held accountable does accountability become part of a culture. But, it does not stop there — creating the culture is one thing, but maintaining it is another. This session will discuss ways to use expectations, reviews, incentives and your company values to maintain a culture of accountability.

Objectives:

•Discuss the value of a firm culture that embraces accountability.

•Identify effective ways to hold people accountable.

•Explain how to leverage the employee feedback loop to emphasize accountability.

Speaker Info:

Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, process and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010.

•60 Minutes

•Audience: Essentials

•CLM App Management Category -FS: Legal Industry/Business Management

---

LI

No, blockchain and bitcoin are not the same thing, despite what you may have heard! But the technology evolution has been underway for several years and is starting to gain traction in many industries. In fairly short order, we will cover the basics of this evolving technology: what it is, how it works, who created it, what a hash is and how hashing occurs. We'll also examine the potential this technology has to be a true game changer. We'll delve into the different types of blockchains in existence and discuss the distinctions among many of them. Additionally, we will outline how transactions can be consummated through their use. Assets such as cryptocurrencies, tokens, donations and the uses of initial coin offering (ICOs) will be explored. Most importantly, we will discuss how blockchain may impact the practice of law and you as a consumer. An evolution is underway.

Objectives:

•Breakdown what blockchain is and what it isn't.

•Examine how blockchain could be used in the business of law or the practice of law.

•Discuss the impact of blockchain on your clients' businesses and how it can help them improve efficiency, lower costs and reduce friction in completing transactions.

•Evaluate how blockchain can be used operationally at your firm or legal department.

•Explain the importance of blockchain in providing data security. (To date, blockchain has not been hacked.)

Speaker Information:

Teresa Walker is Past President of the Association of Legal Administrators, completing a three-year term on the Executive Committee of its Board of Directors and a six-year term on the ALA Board. Walker assumed the ALA President role in May 2015. Her additional service includes being a member of the Large Firm Administrators Caucus, member of the LFA Steering and Education Committees, Trustee of The Foundation of ALA, member of the International Relations Committee and a Founding Member of the Middle Tennessee ALA Chapter.

•60 Minutes

•Audience: Basic

•CLM App Management Category -FS: Legal Industry/Business Management

---

LI

Attendees will learn to implement a proven technique, helping them to redefine the concept of work and time management to meet their current challenges. Elevate your visibility to increase results in your role. Implement the First Things First framework to identify time stealers and time wasters so you can do the work that matters.

Learning Objectives

- Redefine the concept of work and time management

- Making the shift from efficiency to effectiveness thinking

- Introducing the First Things First framework to identify strategies to eliminate time stealers and time wasters, so you can do more of the work that matters

Roger Meertins is the Office Administrator for Wilson Elser in Las Vegas, NV. He is responsible for the ongoing administration of the office, overseeing its financial, human resources and facilities management activities. He currently serves as a member on the ALAs Diversity and Inclusion committee and as a board member of the Las Vegas ALA chapter.

---

LI

We all know that a comprehensively written business continuity plan is an essential part of your firm's business continuity program. Is your current plan gathering dust on a shelf? Are you struggling to put together a written plan that not only prepares your firm in the event of a disaster but also meets client compliance and audit requirements? What about request for proposal (RFP) guidelines? If so, then this session is for you. This hands-on session is for managers in any-sized firm. We'll work through a checklist of key components that should be a part of every written business continuity plan. You'll also receive a template that you can bring back to your office and customize for your firm.

Objectives:

•Explain the importance of having a written business continuity plan.

•Discuss why compliance issues, multiple client audits and RFP requests have changed the playing field for business continuity in the legal field.

•Identify the key/essential elements of a comprehensive business continuity plan.

•Apply the techniques discussed by completing a template that can be used by your office to write or enhance your firm's business continuity plan.

Other Information:

•Audience: Intermediate

•CLM App Management Category: Writing Skills

•CLM App Management Category -FS: Legal Industry/Business Management

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

 

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of HRCI Business Credit. This approval is valid through 12/31/2019 and is not transferable.

Speaker Info:

Kathryn Scourby is the Principal of KNS Consulting, LLC. She works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. Scourby trains management professionals and all levels of staff at private service firms and facilitates table-top exercises in these focus areas. Additionally, she served on ALA's Board of Directors (2004–2008), was a trustee for the Foundation of the Association of Legal Administrators (2010–2013), and currently serves on ALA's International Relations Committee.

---

LI

You have probably heard this quote by Peter Drucker: "Management is doing things right; leadership is doing the right things." While that is certainly a great quote, there is more to it than that. To improve the leadership and management at our firms, we must understand the difference between the two, and the importance of investing our time and energy to have better leaders and managers. This session will explore the differences and give you practical tips to help you become a better leader and manager.

Objectives:

•Examine the difference between leadership and management.

•Recognize how to be a more effective leader.

•Identify tools to help you connect with others.

Other Information:

•Audience: Essentials

•CLM App Management Category: Organizational Development

Speaker Info:

Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, process and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010

---

LI

Adobe Acrobat Pro is filled with useful tools that can help you tame even the most lengthy and stubborn PDF documents. This session covers a number of tools that can help you to arrange pages, recognize text, annotate, redact, and more. Join Ivan Hemmans to explore these features and bring your own tips to share.

Objectives:

• Review Acrobat's tabbed interface
• Explore available tools for creating and editing PDFs
• See annotation tools
• Discuss redaction
• Touch on the Action Wizard

Ivan Hemmans is a Senior Manager of Technical Development at O'Melveny & Myers LLP and has extensive experience with information technology. He has worked with law firms for 18 years and with computers for approximately three decades. With a background in computer programming and a cognitive science degree from UCLA, he offers a unique blend of experience and good-natured humor.

---

LI

Everyone wants to retire someday but attorneys face unique challenges.  Walking away from their life’s work and clients who have trusted their advice for years can be difficult.  Even if these challenges are overcome, how does the firm cope with the retirement of one of its key rainmakers or founders?  Who is going to take care of the clients and ensure they remain clients?  Where will new clients come from?  Succession planning lays the foundation for your firm’s future and creates a path forward through what could be a difficult transition.  Our experts will explain the key waypoints and how to plan for the inevitable hazards and detours as you plan for your firm’s future.

Objective:

After completing this session, attendees will understand the purpose of succession planning and how to begin creating a succession plan for their firm.

Audience Level:

Basic to intermediate.

“The use of this seal confirms that this activity has met HR Certification Institute’s® (HRCI®) criteria for recertification credit pre-approval.”

This seal may be used exclusively for activities that have been pre-approved by HRCI for 1 hour of General HRCI Credit. This approval is valid through 12/31/2019 and is not transferable.

Speakers:

Debbie Foster

Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, processes and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010.

Jeffrey S. Krause, Esq. is a Wisconsin attorney, legal technology and efficiency consultant with Affinity Consulting.  He has worked with hundreds of legal organizations across the country and has spent the last twenty years helping other lawyers choose the right technology, use it the right way and run their law practice like a business.  Krause is a past chair and long-time planning committee member of the Wisconsin Solo and Small Firm Conference as well as the Milwaukee Bar Association Law & Technology Conference.  In 2014, he helped develop the Wisconsin State Bar Association’s Business School for Lawyers initiative. 

---

LI

Both SEO (search engine optimization) and social media are extremely important concepts, but are often both confusing and misunderstood. In this session, we'll explore the core concepts of each in plain English. Even more importantly, we'll discuss why your firm should initiate or continue using one or both initiatives. Whether your goal is business development, marketing, or employee attraction and retention, you'll leave this session knowing how to better communicate in language understandable to attorneys, marketing and professional staff.

Objectives:

•Define "one version of the truth" when it comes to SEO and social media, so those at your firm can use terms and concepts congruent with your business objectives.

•Identify opportunities to improve current SEO and social media initiatives with simple enhancements.

•Discover which SEO and social media projects are worth pursuing, and which will yield the best results.

•Explain how best to communicate ideas with marketing departments and/or marketing/PR business partners, to align with agreed-upon metrics of success.

 

Speaker Information:

Spencer Smith is the Founder of Spencer X. Smith Consulting, and services law firms throughout the country. He's a faculty member for the State Bar of Wisconsin's Business of Law Conferences, and is also an instructor at the University of Wisconsin, where he teaches classes on digital marketing and social media. Smith has been called a "digital marketing expert" by Forbes, and publishes articles regularly in The Huffington Post, Law Journal Newsletters, and for the American Bar Association.

•60 Minutes

•Audience: Intermediate

•CLM App Management Category -FS: Legal Industry/Business Management

---

OM

Many law firms and legal departments are operating in a hybrid environment. However, building a successful hybrid office is a challenge when organizations have no precedent to help them get it right and may not have even defined what “right” means yet for their firm. When organizations deploy basic elements of planning, managing and optimizing a hybrid workspace environment, success becomes part of the process and firms come to understand what is meant by getting hybrid “right.” Join this session to get your hybrid workplace on track and get case study examples of successful hybrid programs to illustrate various paths to success.

Objectives:

• Identify where to start in building a hybrid office.
• Discover how to develop workplace analytics.
• Recognize how to build culturally fit flexible seating arrangements.
• Illustrate how to use occupancy data to determine your firm’s long-term real estate needs.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar takes place May 17 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of Organizational Development

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Operations Management (OM)  toward the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM^® Recertification Credit: 1 hour(s)  in the subject area of Operations Management (OM) 

SHRM Code: 23-5MK3A

HRCI Code: 627600

Speaker:

AshLea Allberry, Chief Operating Officer of Maptician, has worked with software firms for nearly 15 years, building their operations and positioning them for growth. Her executive experience working with internal employees and operations — and directly with clients — enables rapid and successful software implementations and long-term client relationships. Additionally, Allberry is Maptician’s legal industry expert and a thought leader in space optimization. Her focus areas include hybrid office strategy, planning and software deployment.

---

OM

Join this webinar to learn some of the basics of search engine optimization (SEO) to help your law firm’s website get found online. We’ll review the basics of Google Analytics and discover which metrics to track and determine how to understand the insights they provide. Also, you’ll find ways to optimize your current website materials (and how to know what new content to create) to show up more effectively in searches.

Objectives

• Demonstrate a higher level of understanding of Google Analytics and the data it provides.
• Identify the main elements on your site to optimize to improve your search engine performance.
• Develop a Google Business Profile and discover why you need it and how to make the most of it for local search ranking.

Level: Essentials

$29 for members and $79 for nonmembers

This webinar takes place March 8 at 2 p.m. Central.

This course is eligible for one (1) CLM credit in the following categories:

CLM^® Application Credit: 1 hour(s) of  Information Technology 

CLM^® Application Credit for Functional Specialists: 1 hour(s) in the subject area of Operations Management  (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1hour(s) in the subject area of Operations Management  (OM) 

SHRM: 23-2GMZK 

HRCI: 621208 

Speaker:

Stu Swineford is the Co-Founder of Relish Studio. He started his marketing career as a copywriter and ad man and later evolved into a designer. Swineford has performed virtually every role in the digital marketing production lifecycle ― from strategy and concepting, to design and development, to QA/QC and everything in between. He focuses on purposeful, conversion-focused digital marketing strategy and execution.

---

OM

Many organizations work relentlessly to achieve the secret to Amazon’s success — obsessive focus on the customer. However, imagine the impact if a firm obsessed equally about serving its employees — from attorneys to support staff? Because this focus is seldom on equal footing in most organizations, how can we ensure each employee gets the services they need, such as regular manager feedback and IT and HR assistance? Excellent internal customer service is key to improving your firm’s culture, morale, productivity, employee retention and ultimately profitability. 

The key areas to be discussed, include:  

• Internal customer service: Business Case
• Creating a culture of (internal) service
• Internal service strategies

This webinar will occur July 13 at 2 p.m. Central.

Objectives

• Identify how to overcome team silos.
• Practice taking a holistic approach toward internal customer service.
• Create internal customer service standards. 

Level: Intermediate

This course is eligible for one (1) CLM credit in the following categories

CLM® Application Credit: 1 hour of Organizational Development

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour(s) in the subject area of Human Resources Management (HR)

Level: Intermediate

HRCI: pending

SHRM: Activity 22-39QMT

SHRM Learning Format: Instructor-Led Activity

CLE: pending

CPE: pending

$29 for members and $79 for nonmembers

---

OM

In this webinar, we will explore the challenges, opportunities and case studies of Web3 applications in the legal sector and how it impacts Smart Contracts and the ecosystem.

Blockchain is the foundation for the second era of the internet ― where anything of value, including money, our identities, cultural assets like music and art and even a vote can become a digital asset, managed, transacted, moved and stored securely peer to peer.

Web2 refers to the version of the internet most of us know today ― an internet dominated by companies that provide services in exchange for your personal data. Web3 refers to decentralized apps that run on the blockchain. These are apps that allow anyone to participate without monetizing their personal data. Web3 will fundamentally impact all ecosystems, but how, exactly, is yet to be discovered.

This webinar will occur June 29 at 2 p.m. Central.

Objectives:

• Define the terms: blockchain, tokenized networks, Web3 Protocols.
• Explain crypto-economics and why it matters.
• Identify the Web3 applications and how they can impact ecosystems: smart contracts, DAOs, Token-economy and more.

CLM^® Application Credit: 1 hour of Information Technology

CLM^® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) toward the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM^® Recertification Credit: 1 hour in the subject area of Operations Management (OM) 

Level: Intermediate

$29 for members and $79 for nonmembers

Speaker Bio:

Juliano Lissoni is Co-Founder and Board Member of Blockchain Revolution Global and Co-Founder of IWI, a digital token designed for member engagement. His trajectory in the blockchain sector dates from 2015, when the term was known as "block-what." In 2017, Lissoni and Don Tapscott, the best-selling author in blockchain and technology created Blockchain Revolution Global, a worldwide community of decision-makers using the technology to accelerate the digital transformation. In 2019, they created the Enterprise Blockchain Awards, focusing on recognizing innovations that are powering the Web3.

Lissoni has a master’s degree in Management, and most recently, an executive certificate on Strategy & Innovation by MIT Sloan School of Management.

---

OM

---

OM

The legal marketplace was already undergoing significant disruption, and then the onset of COVID-19 instantly and perhaps permanently changed how law firms operate. Across the world law firm leaders are revisiting what were previously considered sacrosanct operating procedures. In this session we'll review some of these procedures and discuss how law firm structure, real estate, operations, facilities, staffing and strategy might change. The presenter, Tim Corcoran, is a former CEO and regular ALA contributor, with a global practice. He'll draw on insights from around the world, from firms big and small, to inform this discussion. To help make this session as relevant and timely as possible, speaker Tim Corcoran encourages participants to submit questions and topic ideas in advance by emailing him or by utilizing the Q&A function during the webinar

.

 Learning objectives:

• Review key law firm challenges and opportunities brought about by COVID-19
• Discuss some of the changes that law firm leaders are exploring, and why
• Prepare attendees to spearhead or participate in these discussions in their own firms  

CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM) 

Speaker:

Tim Corcoran is a former CEO who now guides law firm and law department leaders through the profitable disruption of outdated business models. Tim is a Trustee and Fellow of the College of Law Practice Management, former President of the Legal Marketing Association and a member of its Hall of Fame, an American Lawyer Fellow, a frequent presenter at lawyer retreats and legal conferences, and a writer whose articles are published regularly in leading publications. He also authors the widely read Corcoran’s Business of Law blog.

---

OM

A natural disaster isn’t the only event that could close your business or affect its reputation. It could be a burst pipe, a fire in a neighboring suite, a workplace violence incident, a weeklong power outage or a global pandemic. Does your firm’s current business continuity plan address all the essential components necessary to seamlessly continue providing services to clients and customers? As COVID-19 continues to impact the business landscape around the world, firm leaders are looking at their business continuity and risk management programs to determine current and future risks to their firms and to help make vital business decisions. In this webinar, we’ll discuss how organizations can continue to have a remote work environment while also phasing back to an office setting; the future of providing services to clients; risk management and compliance issues; crisis communication systems; and developing and testing comprehensive written business continuity plans.

Objectives:

• Explain the importance of having written business continuity and pandemic plans for your law firm, especially in the face of COVID-19.
• Discuss the implications of the “new better” work environment for law firms and what this means for the safety, security and resiliency of your law firm.
• Discuss how having a written business continuity plan gives law firms a competitive edge in a world where clients and insurers are insisting on compliance in business continuity industry standards. 
• Identify the key/essential elements of a comprehensive business continuity plan and the importance of testing your plans to ensure that your law firm remains resilient in the face of any threat.

Other Information

60 Minutes

Audience: Intermediate

CLM® Application Credit for Functional Specialists: 1.5 hours in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM® Recertification Credit: 1.0 hour in the subject area of Operations Management

CLE Participatory Credit

Speaker:

Kathryn Scourby is the Principal of KNS Consulting, LLC. She works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. Scourby trains management professionals and all levels of staff at private service firms and facilitates tabletop exercises in these focus areas. Additionally, she served on ALA’s Board of Directors (2004–2008), was a Trustee for the Foundation of the Association of Legal Administrators (2010–2013), and served as Chair of ALA’s International Relations Committee (2019–2020).

---

OM

In the Team Immersion Experience, we explore ways Microsoft Teams can solve your firm’s challenges through guided examples and moderated Q&A. We’ll discover together how Teams, coupled with your other available Microsoft 365 apps, can fit your unique situation or process.

Objectives:

• Demonstrate Teams and Channels and share ideas on how they can be used.
• Identify the many types and applications of Channel Tabs.
• Discover document organization, co-authoring, comments and conversations.
• Illustrate a deep dive on the vast interoperability of Teams with other functions and features of Microsoft 365 like Planner, Stream, Forms, Lists (new) and Power BI.

Other Information:

• 60 Minutes
• Audience Level: Intermediate
• CLM^® Recertification Credit: 1 hour in the subject area of Operation Management(OM)
• CLE: Participatory Credit

Speaker:

James Gast is a 20-year legal tech veteran who presents at legal community events hosted by the Cincinnati Paralegal Association, the University of Cincinnati Paralegal Studies program and the Cincinnati Bar Association. He has held certifications for Time Matters, Billing Matters, Timeslips, Amicus Attorney, PCLaw and Clio.

---

OM

Due to COVID-19 and the self-isolation that followed, many of our interactions moved from a face-to-face format to a virtual format. Video chatting quickly became a staple in many people’s lives, whether to celebrate a birthday, participate in an exercise class, meet with work colleagues, or stay in touch with loved ones. Given the sheer amount of time that we are now spending online, our use of virtual technology- and its effect on our behaviors, brains, and overall mental health- deserves our attention. Those who are feeling exhausted at the end of a day spent in online meetings are not alone. This phenomenon is now being termed “Zoom Fatigue” or “Zoom Gloom”. Why are we all feeling this way, and what are some tips for managing time spent in this virtual space? We will delve into these topics and more during today’s webinar.

Objectives:

• Describe how online meetings differ from in-person meetings
• List and describe three challenges inherent in online meetings
• List practical strategies for coping with “Zoom Fatigue”

Audience Level: Intermediate

CLM Application Credit: 1 hr in the subject area of Organizational Development   

CLM Recertification Credit: 1 hr in the subject area of Operations Management

Speaker:

Dr. Laura Dudley is an Associate Clinical Professor and Associate Chair of the Applied Psychology Department at Northeastern University. She is a Doctoral-level Board Certified Behavior Analyst (BCBA-D) and licensed Applied Behavior Analyst (LABA) with more than 20 years of clinical experience and 10 years of higher education teaching experience. Dr. Dudley is also a registered yoga teacher (RYT 200) who leads teaches mindfulness courses at Northeastern and leads meditation and yoga sessions as part of Bouvé College’s Healthy Together. Dr. Dudley speaks at national conferences on topics focusing on human behavior, mindfulness and compassion.  

---

OM

As many offices are making plans to reopen, attend this webinar to learn best practices for preparing your space. We will discuss where law firm office design is heading so that safety concerns with COVID-19 are in place. Also explore how the pandemic has accelerated law office trends and why it is important to return to the physical law firm.

Objectives:

• Cover the new skills and habits that workers have developed and how that impacts the future of legal workplace
• Outline how Space Guidelines can contribute to the health and safety of your staff
• Define how the pandemic is accelerating legal workplace trends
• Explain the importance and advantage of working in the office

Audience: Intermediate

CLM Recertificaton Credit: 1 hr in the subject area of Operations Management

Speakers:

Vince Flickinger is a Design Director with 21 years of experience in a broad range of project types including Professional Service Firms. His depth of knowledge in corporate workplace has successfully delivered projects for clients like Andrews Kurth, Norton Rose Fulbright and Simpson Thacher. Flickinger is a Registered Interior Designer and is a member of the American Society of Interior Designers (ASID) and the International Interior Design Association (IIDA). Based in Houston, he is a global leader in Gensler’s Energy practice.

Kristy Emmrich is Gensler Houston’s Practice Area Leader for Professional Service Firms.  Since joining Gensler in 2007, Kristy has led both the design and technical aspects of some of Gensler’s most significant law firm projects.  Kristy is a registered Interior Designer, LEED Accredited Professional and member of the International Interior Design Association. 

---

OM

Affinity Consulting experts will bring you a Power Hour of training on each of the tools you use most in the legal profession. There is so much more to Outlook than just sending and receiving emails. In this session, join Affinity Managing Partner Debbie Foster and Affinity Senior Consultant Danielle DavisRoe and learn how to maximize the way you use Outlook with shortcuts, quick steps, rules, integrated tasks, calendar, contacts, notes and more. This session will give you the confidence to power through your daily Outlook challenges. It also will include 50 minutes of training and 10 minutes of Q&A.? 

Objectives: 

• Explore new ways to organize emails, calendar events and tasks efficiently. 

• Discuss how to revise Outlook settings to reduce distractions. 

• Discover and apply techniques for evaluating potential phishing emails. 

Other Information: 

60 Minutes 

Audience: Intermediate 

CLM® Application Credit: 1 hour in Information Technology   

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM)  towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour in the subject area of Operations Management  (OM) 

Speakers:  

Danielle DavisRoe is a Senior Consultant with Affinity Consulting Group. A two-time graduate of The Ohio State University, she started her career as an attorney at a boutique firm in central Ohio. While practicing law, she discovered her passion for using technology to help attorneys work more efficiently. She joined Affinity Consulting Group to allow her to focus on her passion full-time. Today, DavisRoe focuses on providing law firms with training, document automation and process consulting. 

Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, process and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010 

---

OM

Affinity Consulting experts will bring you a Power Hour of training on each of the tools you use most in the legal profession. This webinar will include 50 minutes of training and 10 minutes of Q&A. Due to the complex formatting often required with legal documents, most users find Microsoft Word to be frustrating. It’s the primary tool used to produce work product, yet many feel it works against them. Join Affinity Managing Partner Debbie Foster and Affinity Senior Consultant Danielle DavisRoe as they show you exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future. Learn dozens of tips and techniques you can put into practice immediately. Even if you feel you have Word under control, we guarantee you will learn new things about Word in this Power Hour webinar! 

Objectives: 

• Identify and apply recommended changes to Word settings. 

• Discover how to revise Word default formatting to conform to firm standards. 

• Use common Word actions more efficiently. 

Other Information: 

60 Minutes 

Audience: Intermediate 

CLM® Application Credit: 1 hour in Information Technology   

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM)  towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

CLM® Recertification Credit: 1 hour in the subject area of Operations Management  (OM) 

Speakers: 

Danielle DavisRoe is a Senior Consultant with Affinity Consulting Group. A two-time graduate of The Ohio State University, she started her career as an attorney at a boutique firm in central Ohio. While practicing law, she discovered her passion for using technology to help attorneys work more efficiently. She joined Affinity Consulting Group to allow her to focus on her passion full-time. Today, DavisRoe focuses on providing law firms with training, document automation and process consulting. 

Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, process and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010. 

---

OM

Production date: 05/18/16

Increasingly, attorneys and legal administrators are turning to Lean and other proven business improvement methodologies to better manage workflow and deliver greater value to both internal and external clients. You can develop more productive, efficient, and effective practices without having to spend more hours at the office. Join us in Part 2 of Mapping to map the process and use it to identify improvement opportunities.

Objectives:

• Determine when and how to use a process map
• Explain how you prepare for a mapping project
• Identify who should participate
• Describe what benefits you can expect

---

OM

Production date: 05/05/16

Are you under growing pressure to do more, faster for your firm? Do you want to lead initiatives that will improve the productivity and efficiency of your business and administrative teams, and increase your firm’s profitability and competitiveness? If yes, you’re not alone. This two-part webinar, you will be introduced to process improvement in the legal industry. Gain tools you can use immediately to improve the business and administrative processes that support a thriving, profitable and competitive law practice.

Objectives:

• Identify the essential Lean concepts of value and waste
• Define the DMAIC approach to process improvement
• Examine the most powerful tool in your process improvement toolkit: mapping — process grids (SIPOC), high level value stream maps and detailed process maps

---

Summit

Peggy Siems, ALA's Senior Manager of Professional Development, interviews author Gina Furia Rubel, Esq., public relations consultant and founder of Furia Rubel Communications, Inc. about her book Everyday Public Relations for Lawyers: A No Nonsense Strategic PR Guide. Get hands-on advice on all the critical aspects of public relations, from the dos and don'ts of media relations to controlling your message to harnessing the power of the internet. The updated and expanded second edition includes everything you need to know about modern law firm public relations.

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate?  Learn More

---

Summit

Peggy Siems, ALA's Senior Manager of Professional Development, interviews author Jerry Rosenthal, consultant and Lean Six Sigma Matter Black Belt, about his book Small Doses: Common Sense to Common Practice. Leadership, Process Improvement and Life. Each of these areas of thought influences the other two in unique and interesting ways. Read simple and sometimes comedic stories and examples from an innocent bystander.

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate?  Learn More

---

Summit

Peggy Siems, ALA's Senior Manager of Professional Development, interviews author Scott Warrick, former employment and labor attorney and HR professional, about his book Solve Employee Problems Before They Start: Resolving Conflict in the Real World. Warrick distills conflict resolution to just three simple moves: Empathic Listening, Parroting, and Rewards (EPR). Learn how to become an Emotionally Intelligent communicator, as mental toughness is a critical component in resolving conflict.

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate?  Learn More

---

Summit

In this one-hour program, anthropologist Philip Folsom will reveal the ancient mysteries of humanity that can have a transformational impact on the health and high performance of today’s organizations. He will describe how, by invoking the universal lessons of tribal behavior, leaders can turn average or poorly functioning groups into highly collaborative teams. Folsom will lead you through this program that is based on his years of first-hand experiences studying human and animal behavior.

Objectives:

• Learn why shaping environments of trust and safety is crucial for success
• Gain tools for creating trust and safety
• Learn how to navigate conflict with skill and versatility
• Learn how to implement accountability and goal-setting to achieve sustainable and thriving tribes

Speaker:
Anthropologist Philip Folsom has been an industry leader in the fields of executive coaching and culture development for over 20 years. He is a regular instructor for USC’s Marshall School of Business and has presented at over 50 major universities across the world. Folsom’s corporate clients include organizations such as Space X, Apple, and Google.  He sits on the High Performance Board of Red Bull North America and is a proud veteran of the U.S. Army.

Not a member and want to register for all three (3) upcoming Summit Series programs at a special rate? Learn More

---

Summit

One of the most damaging forces impacting law firm performance is an undercurrent of unhealthy human interactions that can poison the workplace. This is especially amplified in the legal profession which, by its very nature, is high stress and features battles between emotionally charged parties. It is a virtual breeding ground for destructive interpersonal conflict.

Based on the best-selling book Talking to Crazy: How to Deal with the Irrational and Impossible People in Your Life, Dr. Mark Goulston addresses the causes of, and solutions for, this productivity draining behavior. During this insightful and highly engaging 60-minute program, Dr. Goulston provides practical tools and tips that can be used immediately to deal with the most difficult people at work and in life.

Objectives:

• Identify ways to recognize who will drive you crazy
• Understand how and why they trigger you
• Learn powerful and simple approaches to counteract their negative influences

Speaker:
Dr. Mark Goulston is a former FBI and police hostage negotiation trainer, psychiatrist, preeminent suicide prevention expert, executive coach, international speaker and consultant. He is the author of seven books, including the #1 selling book on listening in the world, Just Listen: Discover the Secret to Getting Through to Absolutely Anyone, and Talking to Crazy: How to Deal with the Irrational and Impossible People in Your Life (in Russia the title was translated to mean "How To Deal with A**holes" and went viral). He is a frequent contributor to publications including Harvard Business Review, Fast Company, Business Insider, Business Journals, Huffington Post and Psychology Today, and has appeared on major news channels including CNN, ABC, CBS, NBC, BBC News, the Today Show and Oprah. On his highly regarded podcasts, he has interviewed luminaries such as Larry King, Norman Lear, and Ivan Misner.

Not a member and want to register for all three (3) upcoming Summit Series programs at a special rate? Learn More

---

Summit

To compete in today’s hyper-competitive market, firms must become obsessed with ingraining a culture of business development throughout the organization. This won’t happen on its own, so leaders must learn how to get lawyers laser-focused on building powerful networks, enhancing client loyalty, being internally collaborative and attracting new work.

During this 60-minute program, award-winning consultant, trainer and coach David H. Freeman, JD, will provide practical, proven approaches for getting key parts of the firm focused on attracting, retaining and growing work from great clients.

Objectives:

• Get the firm to hunt as a pack
• Get individual lawyers more engaged and motivated to attract more work
• Learn to maximize cross-selling opportunities
• Get tips for delivering higher levels of client service
• Learn how to develop “sales management” skills in key leaders
• Learn how to help associates prepare themselves to become successful rainmakers
• Drive ongoing implementation

Speaker:
David H. Freeman, JD, a former practicing lawyer, is the award-winning Chief Executive Officer of the David Freeman Consulting Group and Founder of Law Firm CultureShift®. He is an author, speaker, consultant and coach who has shown thousands of lawyers and leaders how to become better rainmakers. For three consecutive years, Freeman was voted the No. 1 Law Firm Business Development Consultant and Coach in nationwide National Law Journal surveys, and for 24 years, he has worked with hundreds of law firms worldwide. Freeman is a highly rated speaker, trainer and consultant, and he has written four books (including two best-sellers) on law firm leadership and business development.

Not a member and want to register for all three (3) upcoming Summit Series programs at a special rate? Learn More

---

Summit

Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing James Robbins, management consultant, change specialist, adventurer and motivational speaker on his book titled, "Nine Minutes on Monday: The Quick and Easy Way to Go from Manager to Leader" as they delve into the chapter on The Need to Be More than a Number.

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate? Learn More

---

Summit

Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Michelle Tillis Lederman, CEO of Executive Essentials on her book titled "The Connector’s Advantage: 7 Mindsets to Grow Your Influence and Impact." Learn about how connections are critical to your own success.

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate? Learn More

---

Summit

Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Stewart Levine, Founder of ResolutionWorks on his book titled "The Best Lawyer You Can Be: A Guide to Physical, Mental, Emotional, and Spiritual Wellness." Based on research by Professor Larry Krieger and Dr. Ken Sheldon learn how to be the happiest and most effective lawyer.

Not a member and want to register for all three (3) Author Series programs at a special rate? Learn More

---

Summit

In the second series of Webcasts, ALA presents a series of interviews with James Price, Founder and Managing Director of Experience Matters, and Nina Evans, Associate Head of the School of Information Technology and Mathematical Science (ITMS) at the University of South Australia (UniSA), who will talk with other legal management professionals on the drivers for good information asset management. Each one-hour webcast includes two interviews covering topics such as risk mitigation, business performance, and ethics.

In this episode, James Price and Nina Evans talk about ethics and the ethical implications on information assets management practice, internal ethical environments and the external ethical environment.

---

Summit

In the second series of Webcasts, ALA presents a series of interviews with James Price, Founder and Managing Director of Experience Matters, and Nina Evans, Associate Head of the School of Information Technology and Mathematical Science (ITMS) at the University of South Australia (UniSA), who will talk with other legal management professionals on the drivers for good information asset management. Each one-hour webcast includes two interviews covering topics such as risk mitigation, business performance, and ethics.

In this episode, James Price and Nina Evans discuss business performance and the effects on information assets management practices, revenue, cost, productivity, competitive advantage and decision-making.

---

Summit

In the second series of Webcasts, ALA presents a series of interviews with James Price, Founder and Managing Director of Experience Matters, and Nina Evans, Associate Head of the School of Information Technology and Mathematical Science (ITMS) at the University of South Australia (UniSA), who will talk with other legal management professionals on the drivers for good information asset management. Each one-hour webcast includes two interviews covering topics such as risk mitigation, business performance, and ethics.

In this episode, James Price and Nina Evans talk about risk management including compliance risk management, business continuity, security, discovery and reputational damage. 

---

Summit

Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Lee Broekman, Principal of Organic Communication on her book titled "Stop Blocking, Start Connecting." The second interview will be with Catherine Alman MacDonagh, JD, Founder of the Legal Lean Sigma Institute, on her book titled, "Lean Six Sigma for Law Firms."

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate? Learn More

---

Summit

Ari Kaplan, leading legal industry analyst and Founder of Lawcountability, will be interviewing author Greg Satell, best selling author and public speaker, about his book, "Mapping Innovation: A Playbook for Navigating a Disruptive Age." The second interview will be with Heidi K. Gardner, PhD., Distinguished Fellow in the Center on the Legal Profession at Harvard Law School on her book titled, "Smart Collaboration."

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate?  Learn More

---

Summit

Ari Kaplan, leading legal industry analyst and Founder of Lawcountability will be interviewing Spencer X. Smith, digital marketing expert and Founder of Spencer X. Smith Consulting on his book, "ROTOMA: The ROI of Social Media 'Top of Mind." The second interview will be with Jordan Furlong, leading analyst of the global legal market on his book, "Law is a Buyers Market.

Not a member and want to register for all three (3) upcoming Author Series programs at a special rate? Learn More

---