CLE Schedule

Wednesday, October 28, 2020

4:00 p.m. - 5:15 p.m.

Welcome and Plenary Session: CLE at Sunset (1.0 CLE)

Whether you have a specific or general law practice, you still need to be familiar with a range of substantive law issues. This fast-paced, rapid-fire primer will provide solos with a base understanding of:

  • Guardianship
  • Estate planning
  • Recreational liability
  • Advising small business clients
  • Agricultural law

Presented By:

Kathleen A. Brost
Legacy Private Trust Co.

Johanna R. Kirk
Kirk Law Office LLC

J. David Krekeler
Krekeler Strother, S.C.

Alexander Pendleton
Pendleton Legal, S.C.

Troy R. Schneider
Twohig Rietbrock Schneider & Halbach, S.C.


5:15 p.m.

Kick Off the (Virtual) Conference


Thursday, October 29, 2020

8:00 a.m. - 5:00 p.m.

Legal Expo and Concierge Desk are Open

8:30 a.m. - 10:00 a.m.

Plenary: Headless Chickens and Zombie Data: Your Ethical Obligations for Disasters and Data Breaches (1.5 EPR)

Not so long ago, locking up your paper files was sufficient to satisfy compliance with ABA Model Rule of Professional Conduct 1.15. Today, disasters and data breaches present whole new threats to safeguarding client property.

In this session, the President and Vice President of Sensei Enterprises, Inc. – a managed IT service provider, digital forensics and managed cybersecurity firm – will guide you through your ethical duties and provide practical examples on how to best protect your clients’ information in an ever-evolving, unpredictable world.

You’ll discuss:

  • Ethical standards set forth by the ABA’s rules on Communications and Confidentiality of Information
  • ABA Formal Opinion 483: Lawyers' Obligations After an Electronic Data Breach or Cyberattack
  • Formal Opinion 482: Ethical Obligations Related to Disasters
  • How to resolve conflicting priorities caused by disasters and data breaches
  • What to do when duties of disclosure and confidentiality compete for your attention

Presented By:

Sharon D. Nelson
Sensei Enterprises, Inc.

John W. Simek
Sensei Enterprises, Inc.


10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 11:00 a.m.

A Primer on Residential Real Estate Transactions (1.0 CLE)

Although real estate transactions can be long and drawn out, this session will be the opposite: short, sweet, and to the point. Presenters will show you how to handle a real estate purchase from start to closing in under an hour.

You’ll learn best practices in the industry, as well as:

  • Standard forms used in most transactions
  • Common issues to watch for
  • Tips for evaluating title commitments
  • How to handle closings

Presented By:

Sara B. Andrew
Andrew Law Offices, SC

Carol Krigbaum
Krigbaum Law, LLC

 

Mastering Meetings from Anywhere (1.0 LPM)

Don't you just hate meetings? They are a waste of time, they keep you from your real work and nothing is ever accomplished. Meetings do not have to be like that. In this session, we'll conduct an actual meeting. As we meet, you will learn how to run a focused meeting, stick to an agenda, ensure that everyone contributes and that everyone leaves with a specific set of tasks for next time. Whether you are meeting with clients or with your team, people will never again think your meetings are a waste of time.

Presented By:

Stacy Devlin
Director of Client Success, Affinity Consulting

Deanne M. Koll
Bakke Norman, S.C.

Jeffrey S. Krause
Affinity Consulting

Michael Seung-Hyock Yang
MY Law Office LLC

 

Making the Leap to Microsoft 365: How to Leverage Your Law Office Productivity Suite (1.0 LPM)

Microsoft365 not only includes traditional Office software like Word and Excel, but now, it also has robust features such as online storage, group communications, and more. In this session, you’ll discover how to make the most of the Microsoft365 suite.

The presenters will help you:

  • Understand which subscription delivers the value you’re looking for
  • Discover useful features that can save you time and money
  • Leverage Microsoft365 and boost your office’s productivity

Presented By:

Nerino J. Petro, Jr.
The Erickson Group

Bryan Sims
Sims Law Firm Ltd.

 

Dealing with Conflicts in a Small Firm Setting (1.0 EPR)

Conflicts of interest are a critical aspect of any legal practice. Conflicts in small firm and small community situations, however, can be particularly challenging.

In this presentation, you will:

  • Review conflict of interest rules
  • Go over the applicable rules for lawyers working in a solo and small firm setting
  • Engage in group discussions about ethical considerations in hypothetical scenarios

Presented By:

Dean R. Dietrich
Dietrich VanderWaal, S.C.

 


11:00 a.m. - 11:10 a.m.

Break

11:10 a.m. - 12:00 p.m.

Outside Issues in Real Estate (1.0 CLE)

Program description TBA

Presented By:

Carol Krigbaum
Krigbaum Law, LLC

Liz Tobolt
 

 

Managing a Remote Workforce (1.0 LPM)

When finding quality employees presents a challenge, you can expand your pool of quality candidates with one simple change - allow some or all of them to work from home. If you think this is impossible, attend this session and learn how managing a successful remote workforce is not only possible but can also be highly profitable.

Presented By:

Faculty TBA
 

 

Automating Your Law Firm with Zapier and IFTTT (1.0 LPM)

Ever wished the web apps and software you use in your practice could “talk” to each other? Ever wished you could increase efficiency and productivity by automating the steps you take to get information from one software program to another?

In this session, you’ll learn how automation platforms like Zapier and IFTTT can save your staff time by automating and streamlining processes such as:

  • Intake
  • Document management and sharing
  • Email
  • Scheduling
  • Taskj lists
  • Billing
  • And more!

Presented By:

Bryan Sims
Sims Law Firm Ltd.

 

 The Intersection of Ethics and Lawyer Well-Being (1.0 EPR)

There is a very strong link between lawyer well-being and a lawyer’s duty of competence. Lawyers who struggle with substance abuse issues, mental health problems, stress, and exhaustion risk violating multiple Rules of Professional Conduct. As more firms recognize that “to be a good lawyer, you have to be a healthy lawyer” and implement wellness programs, themes are emerging as to which approaches seem to be working and which ones are falling flat.

In this presentation, you will:

  • Hear real-life stories of lawyers who ran afoul of their ethical obligation
  • Discuss 9 Rules of Professional Conduct impacted by lawyer well-being
  • Gain practical advice for responding to struggling colleagues

Presented By:

Sharon D. Nelson
Sensei Enterprises, Inc.

John W. Simek
Sensei Enterprises, Inc.

 


12:00 p.m. - 1:00 p.m.

Lunch Break

1:00 p.m. - 1:15 p.m.

Presentation of the 2020 Lederer Award

1:15 p.m. - 2:25 p.m.

Plenary: Lessons Learned from COVID-19 (1.5 LPM)

In this panel session, Wisconsin lawyers and legal practice consultants will reflect on the lessons they’ve learned during the pandemic about managing a solo or small firm. They’ll offer practical advice on how to:

  • Regain your footing if your practice is still struggling to recover from the “Great Quarantine”
  • Position your practice to thrive in the coming months and years

Presented By:

Lori Dorn
Stafford Rosenbaum

Jeffrey S. Krause
Affinity Consulting Group

J. David Krekeler
Krekeler Strother, S.C.


2:25 p.m. - 2:35 p.m.

Break

2:35 p.m. - 3:50 p.m.
(1.5 CLE)

Motions to Dismiss in Business Litigation in Wisconsin - A New Landscape (1.5 CLE)

This program will help business lawyers and civil trial attorneys better understand recent important decisions in Wisconsin pleading standards and how the current Wisconsin rules concerning motions to dismiss compare to the federal rules concerning similar motions. Attendees will benefit from this timely discussion as it relates in part to a 2019 Wisconsin Supreme Court decision relating to motions to dismiss.

You'll be more equipped to:

  • Advise clients on whether they should bring a motion to dismiss a particular claim or lawsuit
  • Understand whether a particular motion to dismiss is likely to succeed
  • Draft effective complaints

Presented By:

Hon. Michael R. Fitzpatrick
Wisconsin Court of Appeals, District IV

Kathy Nusslock
Davis & Kuelthau, S.C.

Alexander Pendleton
Pendleton Legal, S.C.

 

More than 50 Tips (1.5 LPM)

A WSSFC favorite and back by popular demand, our rapid fire tips and tricks session is sure to have something for everyone. Discover software, hardware, social media, productivity, security, cloud computing, mobile devices, apps, and more!

Presented By:

Jeffrey S. Krause
Affinity Consulting

Nerino J. Petro, Jr.
The Erickson Group, Inc.

Christopher C. Shattuck
State Bar of Wisconsin

Bryan M. Sims
Sims Law Firm, Ltd.

 

The Power of Video: Create DIY Videos to Educate Clients and Market Your Firm (1.5 LPM)

Do you shy away from using video to market your practice? Are you convinced that filming videos is too much of a hassle? Then this session is for you!

Attendees will discover how to modernize their firm marketing by learning:

  • What equipment and software you’ll need to get started
  • How to pick the “right” platform to convey your message
  • How to post videos to YouTube, Instagram, and Facebook

Presented By:

Philip Hinkle
State Bar of Wisconsin

Erin R. Ogden
Ogden, Glazer + Schafer

Nerino J. Petro, Jr.
The Erickson Group

 

Decide to Thrive: The Case for Lawyer Well-Being & the Wisconsin Lawyer Well-Being Task Force (1.5 LAU)

This session will provide an update on the status and work of the Wisconsin Lawyer Well-Being Task Force – a coalition of entities charged with catalyzing a movement to improve well-being in a notoriously results-driven, hard-charging culture.

Attendees will gain practical tools to begin making positive changes in their own lives, and come away with a deeper understanding of:

  • Why ignoring wellness is bad for business
  • The personal and professional costs of poor lawyer well-being
  • How to thrive in a demanding career
  • Proven and practical tools for immediate and effective implementation

Presented By:

Mary Spranger
State Bar of Wisconsin

Julie Krolczyk
Reveal Your Power

 


3:50 p.m. - 4:00 p.m.

Break

4:00 p.m. - 4:50 p.m.

Keeping Main Street Open: Four Ways the Small Business Reorganization Act Can Help Your Business Clients Stay in Business (1.0 CLE)

In the late 1980s, Congress created Chapter 12 because Chapter 11 was not working for farmers. Finally, in 2019, Congress created a less expensive process for small businesses: the Small Business Reorganization Act (SBRA). The SBRA is a true game changer, and this presentation will explore when the Act is an appropriate option for struggling small-business clients.

You’ll review:

  • How the SBRA can help struggling lawyers stay in practice
  • The new relief available to small businesses
  • Which businesses might be candidates for relief under the SBRA
  • Ways SSF lawyers can help clients prepare for an SBRA filing

Presented By:

J. David Krekeler
Krekeler Strother, S.C.

 

How Systems and Processes Can Reduce Your Stress Level (1.0 LPM)

It is almost impossible to be completely prepared for sudden and unforeseen events like national emergencies, natural disasters and sudden employee departures. In tumultuous times, firms with well-conceived and well-documented processes are much better prepared to ride out the storm. Give yourself and your staff peace of mind by implementing systems so you don’t find yourself asking, "what do we do now?"

Presented By:

Sarah L. Ruffi
Ruffi Law Offices, S.C.

 

Basic Technology You'll Need to Set Up a Law Office (1.0 LPM)

With so many technological advances and options to choose from, figuring out what is necessary to set up a modern law office can be challenging. Do you need a desktop computer or will a laptop work? What are the options for phone service? What basic software should you get?

In this session, presenters will share:

  • The basic level of technology to get up and running
  • Factors to consider including functionality, flexibility, cost effectiveness, and security
  • How to take your practice up a notch

Presented By:

Stephanie L. Melnick
Melnick & Melnick

Christopher Shattuck
State Bar of Wisconsin

Bryan Sims
Sims Law Firm Ltd.

 

Creating Engagement Agreements That Work for You and Are Ethical, Too! (1.0 EPR)

Engagement agreements serve many purposes. They contain information required by the Rules of Professional Conduct. They are one of the lawyer's first steps in establishing a professional relationship with a client. They are contracts. They manage a lawyer's risk and establish expectations. And they are a written representation of the lawyer’s brand.

In this workshop, you’ll learn how to tailor agreements to meet your specific needs as well as your client’s. You’ll discuss how to:

  • Identify an agreement’s purposes
  • Select the right provisions
  • Avoid errors when using handed-down fee or engagement agreements
  • Improve your writing and enhance readability

Presented By:

Aviva Meridian Kaiser
State Bar of Wisconsin

 


4:50 p.m. - 5:00 p.m.

Break

5:00 p.m. - 6:00 p.m.



Friday, October 30, 2020

8:00 a.m. - 5:00 p.m.

Legal Expo and Concierge Desk are Open

8:30 a.m. - 10:00 a.m.

Plenary: You Be the Judge (But Should You Be?) (1.5 LAU)

In this lively, interactive session, attendees will see how the way that they view others—and how others view them—could be affecting their practice of law. You’ll learn:

  • What science says about bias
  • The ways bias can impact your practice and hurt your bottom line
  • How to recognize your own implicit bias and better serve your clients

Presented By:

Sarah Redfield
Professor Emerita, University of New Hampshire School of Law


10:00 a.m. - 10:10 a.m.

Break

10:10 a.m. - 11:00 a.m.

Completing or Diversifying Your Practice with Multidistrict Litigation (1.0 CLE)

Remember the news about Vioxx? You’ve seen the countless commercials about Round Up. Most recently the FDA has recommended the recall of medications like Zantac. Most of these cases are filed in federal court and then managed by a judge chosen to handle thousands of cases with a common theory of liability and nexus of damages. Given how many people actually took Zantac, chances are you’ll get a call from a client who may have questions about these Multi District Litigation (MDL) medication error cases. Given Wisconsin’s fee sharing guidelines, you need to be aware of how to handle these cases when they come in the door in order to preserve a referral fee. We will discuss how a MDL works, what you should look out for in a potential case and what to do to maximize the value of the case when they come in the door.

Presented By:

Jonathan P. Groth
Groth Law Firm, S.C.

 

Staying Connected Apart: Successful Videoconferencing (1.0 LPM)

COVID-19 forced a paradigm shift on most firms from primarily working from an office to working remotely. For many employees, this sudden change prompted an urgent need to understand and utilize videoconferencing platforms.

In this session, presenters will share their observations on how the transition has gone and where firms are at now. They’ll also provide real time instruction on how to make the most of leading videoconferencing tools.

You’ll learn:

  • Important settings and features in Zoom and other meeting platforms
  • Tips and tricks for improving audio and video
  • How to use built-in-tools to make meetings more secure, effective, and interactive

Presented By:

Terry L. Dunst
Bakke Norman, S.C.

Brent Hoeft
FirmLock Consulting, LLC

Karen Renee
President, eCourt Reporters

 

Audio and Video Deepfakes: What Lawyers Need to Know (1.0 LPM)

While we are learning to take much of what we read on the Internet with a grain of salt, people still tend to trust their eyes and ears when browsing. Deepfake content – realistic looking photos and videos of people saying and doing things that they didn’t actually say or do – is growing at a rapid rate online and is already wreaking havoc around the world. This timely presentation will examine how prepared the legal profession is to deal with the reality of deepfakes.

You’ll discuss:

  • The AI that creates deepfakes
  • Necessary tools to test the validity of evidence
  • Implications on the Rule of Law
  • The role of ethics in cases involving deepfakes

Presented By:

Sharon D. Nelson
Sensei Enterprises, Inc.

John W. Simek
Sensei Enterprises, Inc.

 

Rankings, Ratings, and Reviews: The Ethics of Social Media (1.0 EPR)

Everyone is using social media and other digital strategies to market their law practice. The COVID-19 pandemic has only increased this use, as people have curtailed their in-person and in-office contacts. Lawyers need to understand their responsibilities as the practice becomes more intertwined with social media.

In this presentation, attendees will review the dos and don’ts of using social media under the Rules of Professional Conduct. You’ll discuss how to:

  • Ethically participate in social media
  • Solicit clients through social media platforms
  • Correct and respond to negative postings

Presented By:

Dean R. Dietrich
Dietrich VanderWaal, S.C.

 


11:00 a.m. - 11:10 a.m.

Break

11:10 a.m. - 12:00 p.m.

Fluff is for Pillows, Not Legal Writing (1.0 CLE)

In this program, attorneys will learn how to improve their writing skills through a new paradigm called “the Surgical Strike.” By writing in plain English and by placing renewed relevance on the building blocks of writing, attendees will discover how to communicate more directly, concisely, and clearly.

You’ll get the lowdown on:

  • The technicalities of sentence structure
  • Stuart's "Shortwriting" method for reducing long sentences
  • "The only punctuation you'll ever need to know”

Presented By:

Stuart I. Teicher, Esq.
The CLE Performer

 

Effective Delegation (1.0 LPM)

You know you’re going to burn out if you keep trying to do everything, but you’re worried that nobody does the work as well as you and delegating (then correcting the work) takes more time than just doing it yourself, right? Attend this eye-opening session to break down the elements of an effective delegation processes and see how you can:

  • Leverage your time and expertise
  • Facilitate the control of your time
  • Provide opportunities to train your team
  • Keep your office running like a well-oiled machine, even when you’re gone

Presented By:

Chris Carman
ActionCOACH Business Coaching

Sarah L. Ruffi
Ruffi Law Offices, S.C.

 

From Bad to Worse: Current Trends and Threats in Cybersecurity (1.0 LPM)

Cyber threats are persistent and ever-changing. In the past year, ransomware has made an even more disturbing evolution from ransom to blackmail and extortion, causing even more serious ramifications for law firms.

In this unfortunately timely presentation, you’ll hear from Brent Hoeft, believer in the virtual law office model and owner of his own web-based practice. He’ll share:

  • Current cyber trends and threats affecting law firms
  • Recommendations on how to best protect your firm from being victimized

Presented By:

Brent Hoeft
FirmLock Consulting, LLC

 

How to Partner: Choosing Partners and Merging Firms (1.0 EPR)

Small firms often engage in lateral moves of lawyers. And increasingly, large firms are moving into smaller communities and merging with smaller firms. In this presentation, attendees will review their responsibilities when:

  • Changing firms
  • Hiring partners
  • Blending two practices

Presented By:

Joseph W. Boucher
Neider & Boucher, S.C.

Alison E. Helland
Boardman & Clark, LLP

Timothy J. Pierce
State Bar of Wisconsin

 


12:00 p.m. - 1:00 p.m.

Lunch Break

1:00 p.m. - 2:20 p.m.

Plenary: How Millennials Will Change 3 Key Ethics Concepts ​(1.5 EPR)

Millennials are bringing a changed mindset to law practice, and that’s good. It also means that this changed way of approaching practice will likely alter some key ethics concepts.

No matter which generation you fall into, this program will prepare you for ethics changes on the horizon. Stuart Teicher will offer advice on how to interact with clients and employees accordingly, specifically focusing on:

  • Communicating
  • Supervising
  • Advising

Presented By:

Stuart I. Teicher
The CLE Performer


2:20 p.m. - 2:30 p.m.

Break

2:30 p.m. - 3:20 p.m.

Strategies for Dealing with Insolvent or Heavily Indebted Estates (1.0 CLE)

America doesn’t just run on Dunkin’, it also runs on debt. With most Americans carrying some form of debt, this presentation will prepare you for a likely scenario: dealing with a client’s insolvent or heavily indebted estate. You’ll gain strategies for dealing with:

  • Unpaid medical bills
  • Credit cards
  • Mortgages
  • Car loans

Presented By:

Alexander L. Ullenberg
Ullenberg Law Offices SC

 

Igniting or Re-igniting the Passion for Practicing Law (1.0 LAU)

It is easy to question whether you are on the right path during times of great stress. If the past year has tested your passion and dedication, you are not alone. Attend this motivational session to begin re-igniting that passion and pursuing your legal career with a new sense of purpose.

Presented By:

Stuart I. Teicher
The CLE Performer

 

Practice Management Software: The Good, The Bad, and The Ugly (1.0 LPM)

Practice management software is one of the best investments your firm can make. But how do you decide between local and cloud versions? What features do you need? How do the current leaders in this marketplace compare?

In this session, you’ll get the latest scoop on practice management software and learn all about:

  • The latest features everyone’s talking about
  • Current price ranges and pricing structures
  • How various brands compare, including benefits and potential issues

Presented By:

Jeff Krause
Affinity Consulting Group LLC

Christopher Shattuck
State Bar of Wisconsin

 

The Ethics of Being a Board Member (1.0 EPR)

Many attorneys volunteer and serve on nonprofit boards of directors. These efforts should be encouraged; however, it’s important that attorneys understand all of their duties as board members.

In this presentation, you’ll review:

  • Nonprofit board members’ duties
  • When and how board member service may cross over with ethical requirements under the Rules of Professional Conduct

Presented By:

Kimberly A. Shaul
General Counsel and Board Secretary, National Guardian Life Insurance Co.

Barbara J. Zabawa
Center for Health and Wellness Law, LLC

 


3:20 p.m. - 3:30 p.m.

Break

3:30 p.m. - 4:30 p.m.

Plenary: Gadgets, Gizmos & Widgets (1.0 LPM)

Back by popular demand, this fun, high-energy session will shower you with technological and practice management tips. From ways you can save a few dollars to hacks for making the most out of tools you use every day, this session will enable you to destress and enjoy life more.

You’ll discover:

  • How to get more from your favorite gadgets and office equipment
  • New gizmos that can streamline your work processes
  • Product recommendations for improving and maintaining your office technology

Presented By:

Nerino J. Petro, Jr.
The Erickson Group

Bryan Sims
Sims Law Firm Ltd.


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Contact Us

General Info:
Barbara Moddes
bmoddes@wisbar.org
(800) 444-9404 ext. 6157
(608) 250-6157
 
Exhibitors/Sponsors:
Karen Richter
krichter@wisbar.org
(800) 444-9404 ext. 6132
(608) 250-6132
State Bar of Wisconsin