Program Chair and Presenters
Jennifer Hanna
Eastbridge Law Group, LLP
Madison
Freya Katkowsky
Eastbridge Law Group, LLP
Madison
Presenters
Kathleen R. Avoles
Willow River Law LLC
Hudson
Matthew M. Beier
Wisconsin Lawyers Mutual Insurance Co.
Madison
Aviva Meridian Kaiser
State Bar of Wisconsin
Madison
Jeffrey Scott Krause
Affinity Consulting Group
Waterford
J. David Krekeler
Krekeler Law, S.C.
Madison
Lindsay Marty
Above the Bar Marketing
Madison
Erin R. Ogden
Ogden Glazer & Schaefer
Madison
Christopher C. Shattuck
State Bar of Wisconsin
Madison
Spencer X. Smith
AmpliPhi Social Media Strategies
Madison
8:30 a.m. : Your Practice, Your Business (CLE)
- Why bylaws aren’t an option and how they need to be updated
- What should be in an operating agreement or a buy/sell agreement
- Considerations when hiring independent contractors versus employees
Kathleen R. Avoles, Erin R. Ogden
9:50 a.m. : Managing the Finances and Operations of Your Practice (LPM)
- Law firm bookkeeping basics
- Key Reports
- Time reports
- Financial reports
- Improving the Numbers
- Run the reports
- Create a solid foundation
- Next level
Jeffrey S. Krause, J. David Krekeler, Spencer X. Smith
10:40 a.m. : Break
10:55 a.m. : Creating Trademarks: Identifying and Protecting Goodwill (CLE)
- Understand the value and power of goodwill and how that is captured in trademarks
- Ways that SCR 20:7.1 – SCR 20:7.5 control how a law practice can engage
- How a practice can ethically and effectively communicate with the public while building value in the business
Lindsay Marty, Erin R. Ogden
11:45 a.m. : Trust Account Errors to Avoid and New Rules, Effective July 1 (CLE/EPR)
- Review common trust account errors involving processing electronic transactions, flat fee payments, advanced costs, and commingling concerns
- Received an overview of the rule changes that become effective on July 1st
Aviva Meridian Kaiser, Christopher C. Shattuck
12:35 p.m. : Networking Luncheon (Networking in-person only)
1:35 p.m. : The Power of Leveraging AI Technology (LPM)
- Learn about available AI tools
- How to best utilize emerging technologies that will enable you to save time
Christopher C. Shattuck
2:25 p.m. : Anatomy of a Legal Malpractice Policy (CLE/EPR)
- Basics of a legal malpractice policy including the following definitions:
- Claims-made-and-reported policy
- Wrongful act
- All prior acts coverage
- Tail coverage
- Burning limits
- Potential claim
- Grievances
- And more
- Common Rules of Professional Conduct that may lead to claims and grievances such as Supreme Court Rules 20:1.1, 20:1.7, and 20:1.4 /
Matthew M. Beier
3:15 p.m. : Hot Topics and Q & A
All speakers
3:30 p.m. : Program Concludes
Webcast replay schedule may vary slightly from live program..
- Find out what it takes to start your own law practice
- Learn the fundamentals of business operations and financial management
- Explore strategies for improving your firm’s financial outlook
- Understand how to capture the value of goodwill in trademarks
- Ensure compliance with new trust account rules
- Know what provisions should be included in a legal malpractice policy
- Members of the Solo/Small Firm & General Practice Section
- Solo and small firm attorneys
- General practitioners
- New attorneys
Solo/Small Firm & General Practice Section members save on tuition to this program!
Members of the Solo/Small Firm & General Practice Section can attend the May 17, 2023 in-person program for just $75 and webcasts of the program for just $125.*
Not a section member? Join today to save on tuition to the in-person or webcast versions of this program and to gain access to additional valuable section resources and benefits.
*The Solo/Small Firm & General Practice Section discount does not apply to the CLE OnDemand™ version of this program.