9:30 a.m. Coffee

10:00 a.m. Welcome
Larry Martin, Executive Director, State Bar of Wisconsin
Tiffany Woelfel, President, State Bar of Wisconsin Young Lawyers Division

10:15 a.m. Breakout Sessions

Option 1: Client Referrals, Client Intake, & Case Management
Learn about the State Bar’s Lawyer Referral Service (LRIS), how it works, where to register, and what it can mean for your practice. Then, learn how you can create more time in your practice by improving client intake and case management workflows. Effective client intake and case management are essential to managing your caseload. Identify problem areas and learn actionable steps to improve your process and workflows. Having the right systems and technology in place will increase efficiency and productivity, ultimately giving you the ability to take on more clients and the time to focus on providing higher level legal services. (Will be submitted for 1 LPM credit)

Brent Hoeft, Practice Management Advisor, State Bar of Wisconsin
Steve Krueger, LRIS Committee Chair
Katie Wilcox, LRIS Manager, State Bar of Wisconsin

Option 2: WisLAP Meet-up & Listening Session

An opportunity for WisLAP Volunteers and others interested in lawyer mental health to connect and discuss stressors and challenges facing lawyers and ideas about creating a healthier profession.

Dr. Amber Ault, Wisconsin Lawyer Assistance Program (WisLAP) Manager, State Bar of Wisconsin

11:30 a.m. Recognition of Lawyer Referral Service Attorneys
Steve Krueger, LRIS Committee Chair
Katie Wilcox, LRIS Manager, State Bar of Wisconsin

11:45 a.m. Networking Break

12:00 p.m. Keynote Luncheon
Welcome: David Casey, President, Marathon County Bar Association
Keynote Speaker: Judge Thomas M. Hruz, Wisconsin Court of Appeals—District III

1:00 p.m. Annual Meeting & Conference Preview

1:15 p.m. Succession Planning:  Preparing for the Unexpected
Planning for your unexpected disability or death is necessary to protect your clients, your practice, and your family. Learn the steps to designating a successor attorney to manage the affairs of your practice should you become unavailable. Discover resources to assist you with preparing an effective plan, ensuring a smooth transition for your clients, your successor, and your family. Understand the benefits of having a plan in place, as well as the potential impact on clients and loved ones when plans are incomplete or nonexistent. Explore how the Wisconsin Fund for Client Protection may help clients left suddenly without their attorney. (Will be submitted for 1 LPM credit)

Dr. Amber Ault, WisLAP Manager, State Bar of Wisconsin
Brent Hoeft, Practice Management Advisor, State Bar of Wisconsin
Tim Samuelson, Director, Office of Lawyer Regulation
Sarah Watson, Pro Bono and Consumer Protection Program Manager, State Bar of Wisconsin

2:15 p.m. Break

2:30 p.m. Legislative Update: The Rollercoaster 2023-24 Session

Introductory Remarks: Dean Dietrich, President, State Bar of Wisconsin
Cale Battles, Government Relations Manager, State Bar of Wisconsin

3:15 p.m. Networking Reception
Get to know your peers and legislators from the area, inlcuding:

Sen. Mary Felzkowski (R – Tomahawk)
Sen. Cory Tomczyk (R – Mosinee)
Rep. Calvin Callahan (R – Tomahawk)
Rep. Donna Rozar (R – Marshfield)
Rep. Patrick Snyder (R – Schofield)
Rep. John Spiros (R – Marshfield)

4:30 p.m. Adjourn