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Seminar Products
(Partner discount applied at checkout.)
Print handbook: $210
Handbook on CD: $95

Cancellation Policy

3rd Annual Solo & Small Firm Institute Cosponsored by: The State Bar of Michigan, the General Practice Section, Law Practice Management Section and Business Law Section of the State Bar of Michigan
CLE hours: 13.75 (Ethics - 2)  Level: Basic/Intermediate/Advanced

ICLE and the State Bar of Michigan bring you the networking and education event of the year! The only place for training tailored to solo and small firms. National experts and leading Michigan lawyers teach you to thrive with practice management and tech training, substantive law updates and legal support staff training. Learn to increase profits, reduce overhead and get the right technology. Great bargains and freebies offered onsite. From marketing to efficiency, great web sites to trial techniques, this program is what you need when you need it!

Program fee includes: Course materials on CD-ROM with online access for registrants. Available for download after 10/12/06.

Optional: Buy a print copy of the course materials for an additional $50.

Live Seminars: 10/19/06, Dearborn Videos: Not available
Webcast: Not available

Seminar Details

Faculty

Moderators
Gary P. Bauer
Cynthia J. Deittrick
Randy Arden Musbach
Vincent A. Romano
William Alan Roy
Elizabeth A. Silverman
Tyrone C. Tartt

Thu, 10/19

7:30 AM - 8:15 AM

Breakfast at Sunrise - Sponsored by ProNational Insurance Company

 
7:30 AM - 8:15 AM

How to Get the Most from Your ICLE Partnership Resources (Free to Registrants) - Demonstration by ICLE Staff

 
  • what's new
  • resources described
  • advanced search options
  • downloading & using forms
  • webcasts
8:30 AM - 8:45 AM

Introduction and Welcome

 

Pamela N. Beeghly
Chair, General Practice Section
Pamela N Beeghly PC; Southfield

8:45 AM - 9:15 AM

How Utilizing the Bar's New Law Practice Management Resource Center & Website Can Help Your Practice

 
  • what it is
  • resources
  • access
  • "office" hours introduced

JoAnn L. Hathaway
Practice Management Advisor
State Bar of Michigan; Lansing

9:15 AM - 10:10 AM

KEYNOTE PRESENTATION: Seven Building Blocks to a Successful & Profitable Law Practice

 

Dustin A. Cole
Attorneys Master Class; Longwood, FL

10:10 AM - 10:30 AM

Exhibitor Hall, Networking and Return Telephone Call Break

 
10:30 AM - 11:10 AM

Law Practice Change Is Accelerating: Fasten Your Seatbelts for a Bumpy Ride - The Big Picture Revealed!

 
  • transforming legal education
  • professionalism and you
  • practice management challenges
  • CLE

Thomas W. Cranmer
Miller Canfield Paddock & Stone PLC; Troy

11:20 AM - 12:15 PM

Substantive Law Track: Recent Changes in Consumer Bankruptcy Practice

 

William R. Orlow
Law Offices of William R. Orlow; Pleasant Ridge

11:20 AM - 12:15 PM

Law Practice Management Track: Nine Marketing Keys to Your Best Year Ever!

 

Dustin A. Cole
Attorneys Master Class; Longwood, FL

11:20 AM - 12:15 PM

Technology Track: Document Assembly - How to Automate Your Document Generation with HotDocs, the Industry Standard

 
  • "merge on steroids" - see how it works
  • complete any PDF form with no redundant entry
  • generate complex final-version documents in seconds
  • pulling data into your templates from Outlook or practice management software
  • considerations & strategies

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

11:20 AM - 12:15 PM

Legal Assistant and Administrative Support Track: Ethics & Basic Practices Guide for Paralegals

 
  • rules to live by
  • top 8 ethics questions
  • paralegal follies
  • paralegal perils

Jennifer M. Petty
Attorney Discipline Board; Detroit

12:15 PM - 12:30 PM

Questions & Answers

 
12:30 PM - 2:00 PM

Lunch on Premises - Sponsored by Thomas M. Cooley Law School

 
2:00 PM - 3:00 PM

Substantive Law Track: Drunk Driving Motion Practice

 

John C. Talpos
Talpos & Arnold PC; Troy

2:00 PM - 3:00 PM

Law Practice Management Track: Seven Building Blocks to a Successful & Profitable Law Practice - An Interactive Workshop on Creating a Practice that Works for You! [Extended Session]

 
  • building block #1: client care comes first - how to create "raving fans"
  • building block #2: focusing your practice

Dustin A. Cole
Attorneys Master Class; Longwood, FL

2:00 PM - 3:00 PM

Technology Track: Legal Technology Tips & Tricks

 
  • software that adds functionality to current programs
  • tools for a paperless or paper-reduced office
  • easy and inexpensive remote control & web meeting tools
  • encryption tools
  • great websites you've probably never heard of
  • tips for getting the best deals on legal technology
  • where to get free or inexpensive technical advice
  • gadgets you didn't realize you needed (until now)

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

2:00 PM - 3:00 PM

Legal Assistant and Administrative Support Track: Finding an Extra Hour Every Day: Time Management Strategies for Busy Managers and Professionals

 
  • understand time-use categories
  • leveraging high-value activities
  • reducing wasted time
  • managing urgency better
  • eliminating project "backtracking"
  • handling e-mail overload
  • and more!

Randall F. Dean
Randall Dean Consulting & Training LLC; East Lansing

3:00 PM - 3:45 PM

Substantive Law Track: Medicaid Update

 

Douglas G. Chalgian
Chalgian & Tripp Law Offices PLLC; East Lansing

3:00 PM - 3:45 PM

Law Practice Management Track: Seven Building Blocks Continued - An Interactive Workshop on Creating a Practice that Works for You! [Extended Session]

 
  • building block #3: managing your time
  • building block #4: managing your team

Dustin A. Cole
Attorneys Master Class; Longwood, FL

3:00 PM - 3:45 PM

Technology Track: Billing & Accounting Systems for Lawyers

 
  • earn more, stop wasting time and communicate better with clients using legal-specific billing & accounting software
  • compare & contrast major competitors with cost analysis
  • integrating accounting systems into case management for big dividends
  • other functions your accounting system should be doing

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

3:00 PM - 3:45 PM

Legal Assistant and Administrative Support Track: The Lawyer/Legal Assistant Team in Probate & Divorce Matters

 
  • meeting clients
  • division of labor
  • organizing files
  • billing
  • using forms

Randall L. Velzen
Smith Haughey Rice & Roegge PC; Grand Rapids

Monica Julien
Smith Haughey Rice & Roegge PC; Grand Rapids

3:45 PM - 4:05 PM

Exhibitor Hall, Networking and Return Telephone Call Break - Sponsored by Law Practice Management Section

 
4:05 PM - 4:45 PM

Substantive Law Track: Handling First Party Automobile Benefit Claims

 
  • entitlement
  • nuts & bolts
  • attacking IMEs
  • recovering penalty interest & attorney fees

Thomas W. James
Gursten Koltonow Gursten Christensen & Raitt PC; Southfield

4:05 PM - 4:45 PM

Law Practice Management Track: Seven Building Blocks Continued - An Interactive Workshop on Creating a Practice that Works for You! [Extended Session]

 
  • building block #5: managing the client relationship

Dustin A. Cole
Attorneys Master Class; Longwood, FL

4:05 PM - 4:45 PM

Technology Track: The $5,000 Law Office - Detailed Technology Recommendations for All You Need Within Budget

 
  • laptop computer
  • multifunction printer/scanner/copier/fax
  • PDA
  • backup system
  • word processor and office suite
  • scanning software
  • accounting and time billing software
  • case management software
  • search software
  • training

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

4:05 PM - 4:45 PM

Legal Assistant and Administrative Support Track: Legal Research for Legal Assistants - Top 10 Tips for the Best Results

 

Sheryl J. Manning
Sheryl J. Manning PLLC; Ann Arbor

4:45 PM - 5:30 PM

Substantive Law Track: Advising Clients & Drafting Advance Health Care Directives

 

Patricia E. Kefalas Dudek
Hafeli Staran Hallahan Christ & Dudek PC; Bloomfield Hills

4:45 PM - 5:30 PM

Law Practice Management Track: Seven Building Blocks Continued - An Interactive Workshop on Creating a Practice that Works for You! [Extended Session]

 
  • building block #6: managing your finances
  • building block #7: don't go it alone

Dustin A. Cole
Attorneys Master Class; Longwood, FL

4:45 PM - 5:30 PM

Technology Track: Successfully Implementing Case Management Software - From Chaos to Organization for Solo & Small Firms

 
  • who are the players and what do they cost
  • factors to consider when planning
  • keys to a successful implementation

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

4:45 PM - 5:30 PM

Legal Assistant and Administrative Support Track: Everyday Negotiation Skills for the Legal Professional

 
  • dealing with vendors
  • working with staff & lawyers
  • win-win solutions
  • questions & answers

Carlene A. Caudill
Lumen Legal; Royal Oak

5:30 PM - 7:00 PM

Networking Reception - Sponsored by Stout Risius Ross Inc. and the General Practice Section

 
Fri, 10/20

7:30 AM - 8:30 AM

Breakfast at Sunrise - Sponsored by the Paul Goebel Group

 
7:30 AM - 8:20 AM

New Lawyer Track: Starting a Law Practice - Hanging Out Your Shingle

 
  • developing a written business plan
  • retaining financial professionals
  • banking relationships
  • administrative nuts & bolts
  • practicing law

John J. Conway
John J Conway PC; Detroit

7:30 AM - 8:20 AM

Senior Lawyer Track: Succession Planning for Your Law Practice: Exit Strategies to Retirement

 
  • duties owed clients
  • record retention
  • advanced planning
  • valuing & selling your practice
  • perils & pitfalls

Catherine M. O'Connell
Assistant Professional Standards Counsel
State Bar of Michigan; Lansing

7:30 AM - 8:20 AM

Free ICLE Partnership Training: How to Get the Most from Your ICLE Partnership Resources (Free to Registrants) - Demonstration by ICLE Staff

 
  • what's new
  • resources described
  • advanced search options
  • downloading & using forms
  • webcasts
8:30 AM - 9:20 AM

KEYNOTE PRESENTATION: Trial Techniques: The Search for Truth - Or, Hired Guns Shoot It Out!

 

Larry Rice
Rice Amundsen & Caperton LLPC; Memphis, TN

9:30 AM - 10:30 AM

Substantive Law Track: ADR Techniques for Winning as a Coach, Lawyer or Participant

 

Larry Rice
Rice Amundsen & Caperton LLPC; Memphis, TN

9:30 AM - 10:30 AM

Law Practice Management Track: Overcoming "Overwhelm" - Getting Rid of Clutter in Your Office and E-mail Box

 

Kathleen Alessandro
Energized Solutions LLC; Allen Park

9:30 AM - 10:30 AM

Technology Track: Legal Technology Tips & Tricks - Repeat Session

 
  • software that adds functionality to current programs
  • tools for a paperless or paper-reduced office
  • easy and inexpensive remote control & web meeting tools
  • encryption tools
  • great websites you've probably never heard of
  • tips for getting the best deals on legal technology
  • where to get free or inexpensive technical advice
  • gadgets you didn't realize you needed (until now)

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

9:30 AM - 10:30 AM

Legal Assistant and Administrative Support Track: Client Relations for Legal Assistants

 
  • the big picture
  • calming client anxiety
  • answering non-legal questions
  • detailed billing
  • helping clients deal with discovery
  • returning lawyer phone calls

Kelly A. LaGrave
Certified Legal Assistant Specialist
Foster Swift Collins & Smith PC; Lansing

10:30 AM - 10:50 AM

Exhibitor Hall, Networking and Return Telephone Call Break - Sponsored by the Business Law Section

 
10:50 AM - 11:30 AM

Substantive Law Track: Negotiating and Drafting the Best Settlement Agreements for Your Family Law Clients

 

Larry Rice
Rice Amundsen & Caperton LLPC; Memphis, TN

10:50 AM - 11:30 AM

Law Practice Management Track: More Marketing for Dummies

 

Vincent A. Romano
Attorney Services Marketing; Grosse Pointe Park

10:50 AM - 11:30 AM

Technology Track: Computer Security: Firewalls, Backups, Virus and Worm Protection

 

Brendan B. Chard
The Modern Firm, LLC; Minneapolis, MN

10:50 AM - 11:30 AM

Legal Assistant and Administrative Support Track: Electronic Filing for Legal Assistants

 
  • required equipment
  • obtaining an account
  • working with Adobe
  • procedural requirements
  • practice tips

William Alan Roy
Roy Schecter & Vocht PC; Bloomfield Hills

11:30 AM - 12:30 PM

Substantive Law Track: Vacation Property Transactions

 
  • multi-party ownership
  • transfer issues
  • purchasing a condo
  • easements
  • water access issues

John G. Cameron, Jr.
Dickinson Wright PLLC; Grand Rapids

11:30 AM - 12:30 PM

Law Practice Management Track: Creative & Ethical Solutions to the Challenge of Getting Paid

 
  • clear agreements
  • client friendly invoices
  • timing
  • security for fees
  • credit cards
  • liens
  • filing suit

Joan P. Vestrand
Thomas M Cooley Law School; Auburn Hills

11:30 AM - 12:30 PM

Technology Track: Going Mobile - The Unplugged Lawyer

 
  • taking advantage of wireless connectivity while protecting client information & serving clients better
  • a complete mobile lawyer's tool kit
  • handhelds & portable printers, scanners, voice recorders, backup devices, cables, auxiliary power sources & carrying cases to haul it all around
  • primer on wireless devices & networks to make sense of it all

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

11:30 AM - 12:30 PM

Legal Assistant and Administrative Support Track: Juggle, Struggle & Wiggle - Managing Multiple Tasks with Ease

 

Kathleen Alessandro
Energized Solutions LLC; Allen Park

2:00 PM - 3:00 PM

Substantive Law Track: Top 10 Tips for Business Lawyers

 
  • how to sell personal goodwill at capital gains rates
  • estate and succession planning tips
  • LLCs for investment real estate
  • and much more

Cynthia L. Umphrey
Kemp Klein Law Firm; Troy

2:00 PM - 3:00 PM

Law Practice Management Track: Practicing in Your Bathrobe: Effectively Operating a Home Office - Version 3.0: An Interactive Approach - Share YOUR Suggestions and Solutions

 

Anne Bachle Fifer
Grand Rapids

2:00 PM - 3:00 PM

Technology Track: Behold: The New Power of Google - A 2006 Update

 
  • advanced Google searches for lawyers
  • the newest and most useful Google tools and services
  • using Google on the road
  • what's next for Google? Is world domination around the corner?

Jeffrey E. Kirkey
Institute of Continuing Legal Education; Ann Arbor

2:00 PM - 3:00 PM

Legal Assistant and Administrative Support Track: Top Tips for Microsoft Office: Using Word

 
  • little-known features
  • shortcuts
  • hot tips
  • follow-up

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

3:00 PM - 3:45 PM

Substantive Law Track: Expunging Criminal Convictions in State Court

 
  • overview of MI law
  • standards
  • procedure
  • sample pleadings
  • practice tips

Kenneth M. Mogill
Mogill Posner & Cohen; Lake Orion

3:00 PM - 3:45 PM

Law Practice Management Track: Spotting "Trouble" Clients and Dealing with the Risks They Pose - A Panel

 
  • borderline personalities
  • manipulative personalities
  • obsessive-compulsive disorder
  • abusive clients
  • non-payers
  • threats to safety & security
  • paranoid personalities

Frank D. Eaman
Bellanca Beattie & De Lisle PC; Detroit

Robert E. Erard, Ph.D.
Psychological Institutes of Michigan PC; Franklin

Donald D. Campbell
Collins Einhorn Farrell & Ulanoff PC; Southfield

3:00 PM - 3:45 PM

Technology Track: Firm Websites & Online Marketing, Make Them Work For You

 
  • generate leads
  • improve client service
  • save time and money
  • enhance your image
  • learn how search engines work
  • make informed decisions

Brendan B. Chard
The Modern Firm, LLC; Minneapolis, MN

3:00 PM - 3:45 PM

Legal Assistant and Administrative Support Track: Top Tips for Microsoft Office: Using Excel

 
  • putting Excel to actual use
  • increasing usage
  • practical tips & tricks

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

3:45 PM - 4:05 PM

Exhibitor Hall, Networking and Return Telephone Call Break

 
4:05 PM - 4:45 PM

Substantive Law Track: Helping Your Business Clients Attract Outside Capital

 
  • business scenarios
  • how angel investors work
  • how to attract angel funding
  • typical deal structure

Richard C. Bruder
Enterprise Law Partners PLLC; Bloomfield Hills

4:05 PM - 4:45 PM

Law Practice Management Track: Dividing the Pie - Compensating Non-Lawyers, Lawyers, Partners & Members

 
  • salaries vs. incentives & bonuses
  • retention incentives
  • referral & rainmaking payments
  • benefit perils
  • paralegals: salaried vs. hourly

Gina M. Torielli
Director, Graduate Program in Taxation
Thomas M. Cooley Law School; Auburn Hills

4:05 PM - 4:45 PM

Technology Track: Scanning & Document Management

 
  • paper reduction strategies with off-the-shelf products & a small budget
  • techniques for better e-file management, making them easier to share and find
  • document management systems that manage your e-documents for you

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH

4:05 PM - 4:45 PM

Legal Assistant and Administrative Support Track: Top Tips for Microsoft Office: Using Outlook

 

Brendan B. Chard
The Modern Firm, LLC; Minneapolis, MN

4:45 PM - 5:30 PM

Substantive Law & Law Practice Management Tracks: Top 10 Mistakes Employers Make - Even Lawyers & Law Firms!

 
  • managing & retaining your best employees
  • incentives
  • legal requirements
  • policy manuals
  • employee benefits
  • perils & pitfalls

Rebecca Simkins Seslar
Barris Sott Denn & Driker PLLC; Detroit

4:45 PM - 5:30 PM

Technology Track: Using Technology to Practice Law Away from the Office

 

Ernest I. Gifford
Gifford Krass Groh Sprinkle Anderson & Citkowski PC; Troy

4:45 PM - 5:30 PM

Legal Assistant and Administrative Support Track: Top Tips for Microsoft Office: Using PowerPoint

 
  • in the courtroom
  • outside the courtroom
  • tips & tricks

Barron K. Henley
Henley March & Unger Consulting Inc; Columbus, OH