​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​Schedule

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​​Schedule is subject to change.​

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Wednesday, October 27, 2021​

3:30 p.m. - 4:45 p.m.

The Great Team Scavenger Hunt

Join us as we kick off the conference and award prizes. Participants will be assigned to a team in a Zoom room for a fun scavenger event where you will be given a list of items that your team must find within your own home or office. In addition to all the fun you will have finding items, you will also get to meet new people along the way, plus prizes will be awarded to the top teams. A Zoom link for this event will be emailed to all registrants.

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Thursday, October 28, 2021​

8:00 a.m.

Legal Expo and Concierge Desk are Open
​

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

If You Aren​’t Scared, You Should Be: Lawyers and the Dark Web (1.5 LPM​​)

In today’s world, data protection simply isn’t an option. You also must be aware that in the unfortunate event that your law firm is hacked and your data is held for ransom, your response could have criminal consequences – even if you’re just buying back your data!

In this extremely timely session, you’ll learn:

  • Why setting up robust data security shouldn’t be put off
  • How commercial transactions with bad actors could make you a co-conspirator under federal law
  • What you can do now to protect your firm’s sensitive information

Presented By:

Nerino Petro (Moderator)
The Erickson Group

Michael J. Eichacker
Ruder Ware, L.L.S.C.

Agent Byron Franz
Federal Bureau of Investigation

Jeff Lantz
Esquire Interactive LLC

10:00 a.m. - 10:15 a.m.

Break
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10:15 a.m. - 11:30 a.m.

Adding GAL Work to Your Practice (1.5 CLE)

One way to expand your practice and meet legal needs in the community is to accept GAL appointments. This session will provide a primer on how to incorporate GAL work into your practice.

You’ll learn:

  • How to meet Wisconsin’s statutory requirements to accept appointments
  • What your role entails as an advocate
  • How the process works from appointment through payment

Presented By:

Gretchen G. Viney (Moderator)
University of Wisconsin Law School

Karl L. Kliminski
Kliminski Law Office

Blaine Patino
Patino Law Offices

Ryan Shervey
Angela Olson Law LLC

 

When Cash is No Longer King: Structuring Fees and Tak​​​ing Payments (1.5 LPM)

Clients today want options. They’re asking for alternative fee structures such as flat fees, capped fees, and subscriptions. And, they want to be able to pay via the method of their choice — cash and checks are increasingly outdated forms of payment. This session will help you continue to make money while adapting to clients’ evolving preferences and changing technologies.

You’ll discuss how to:

  • Offer alternative billing while remaining profitable
  • Accept electronic payments
  • Properly retain e-payment records

Presented By:

Claude Ducloux
LawPay

Fatimeh D. Pahlavan
Legal Intelligence To Entrepreneurs LLC

Todd W. Schluesche
Schluesche Fields, S.C.

 

Client Conversation After COVID: Transforming Your Website, Social Media, and Marketing Into a Client Development Machine (1.5 LPM)

An effective online presence can mean the difference between a struggling or thriving law firm. This informative, interactive presentation will show you how to transform your firm’s website and social media channels into platforms for success. You’ll learn how to:

  • Improve your website’s conversion rates
  • Achieve top web rankings on Google
  • Reach potential clients and convey your brand through social media
  • Use Google My Business and review platforms to generate business
  • Assess whether your website is ADA compliant

    • A limited number of complimentary 20-minute consultations will also be available. More details to follow.

Presented By:

Jeff Lantz
Esquire Interactive LLC

 

Keeping Your Cool in High Conflict Cases (1.5​​ LAU)

There’s no other way to say it — practicing family law is stressful. This session will provide tips on how to provide the best possible representation for your clients while not stretching yourself too thin at work or at home. You’ll discuss how to:

  • Provide better outcomes for your clients by prioritizing your wellness
  • Address secondary trauma
  • Have a trauma-informed practice

Presented By:

Laura J. Beck
Law Firm of Conway, Olejniczak & Jerry, S.C.

Gregg M. Herman
Loeb & Herman LLC

 

11:30 a.m. - 12:30 p.m.

Lunch Break - Visit the Virtual Legal Expo.
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12:30 p.m. - 1:45 p.m.

Lessons from the Pandemic: Part Deux (1.5 LPM)

Last fall, Wisconsin lawyers and legal practice consultants reflected on the lessons they learned in 2020. They discussed how to regain your footing if your practice was still struggling to recover from the “Great Quarantine,” as well as how to position your practice to thrive in the coming months and years.

A year later, it’s time to check in. This session will offer even more useful practice management and wellness tips from your peers, including practical advice on:

  • Critical technologies
  • Remote working (or living at work)
  • Court appearances
  • In-office operations changes
  • Prioritizing wellness in stressful times

Presented By:

Lori Dorn
Stafford Rosenbaum

Jeffrey S. Krause
Affinity Consulting Group

J. David Krekeler
Krekeler Strother, S.C.

Gia Pionek
Pionek Valle Law Group LLC​

1:45 p.m. - 2:00 p.m.

Break
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2:00 p.m. - 2:50 p.m.

GAL Appointments in Children's Court (1.0 CLE / GAL-M)

In CHIPS or TPR proceedings, GALs have the complex task of determining what is in the best interest of the child. If you’ve been considering serving as a GAL for minors, this session will offer insight, guidance, and practice tips for attorneys heading into high-stakes, often emotionally charged situations.

You’ll explore:

  • How proceedings work from investigation to disposition to permanency plans
  • Whether expanding in this area is right for your practice

Presented By:

Karl L. Kliminski
Kliminski Law Office

 

Effective Ways to Manage Your Workplace Efficiency (1.0 LPM)

You can’t change what you don’t know. Tracking is key to becoming a more informed employer. By knowing utilization rates, you can identify and eliminate where inefficiencies may be lurking, and foster a more productive, profitable office.

You’ll discuss how to:

  • Resolve wasted time or resources
  • Maintain a productive office
  • Incentivize staff through compensation plans

Presented By:

​

Kate Labedz
Learning to Learn​

J. David Krekeler
Krekeler Strother, S.C.

 

Get the Most Out of Your Microsoft 365 Subscription: Beyond Word and Outlook (1.0 LPM)

Microsoft 365 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. Yet, while Microsoft 365 is one of the most commonly implemented productivity suites in a law firm, it’s also one of the most underutilized tools.

In this session, you’ll discover:

  • How to make the most of what you already have and pay for
  • Some of the lesser known (but valuable!) applications included in 365
  • How to increase efficiency and offer more cost-effective representation

Presented By:

Jeffrey S. Krause
Affinity Consulting Group LLC

Bryan M. Sims
Sims Law Firm, Ltd.

 

File Retention and Disengagement Considerations (1.0 CLE / EPR)

We all have limited space, whether physical or digital. Once you close a file, how long do you need to store it before you can destroy it? This program takes a look into the statute of limitations and parameters for storing files from a malpractice standpoint. Learn how to free up more space (and save money) in the process!

You’ll review best practices for:

  • Keeping files
  • Sharing retention policies with clients
  • Disengagement letters
  • Withdrawing from representation

Presented By:

Thomas J. Watson
Wisconsin Lawyers Mutual Insurance Company

Matthew M. Beier
Wisconsin Lawyers Mutual Insurance Company

​​

 

2:50 p.m. - 3:10 p.m.

Break
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3:10 p.m. - 4:00 p.m.

An Altered Workplace: COVID-19's Effect on Employment Compliance and Civil Liability (1.0 CLE)

COVID-19 has dramatically altered the workplace. The way employees work continues to be a fluid situation, with some offices welcoming employees back in person and others embracing a more permanent shift to a remote workforce. In this session, you’ll learn how to advise clients on a variety of employment issues, no matter what kind of hybrid model they’re adopting.

You’ll discuss:

  • Complying with state and federal laws when employees return to in-person
  • Managing remote workers
  • Wage and hour compliance with a remote workforce
  • COVID-19 civil liability exemption for employers
  • And more!

Presented By:

Kevin J. Palmersheim
Palmersheim Dettmann, S.C.

Nilesh P. Patel
​American Museum of Natural History

 

Why Cultural Humility Should Be Part of Your Practice (1.0 LAU)

We live in a multicultural society. That’s a given. But are you aware of how different backgrounds and cultures affect assumptions, and in turn, how those assumptions can affect the outcome of your case?

This session will help you develop your ability to work with different cultures, so you can foster a more inclusive practice. After attending, you’ll be better prepared to:

  • Identify how your approach can impact client relationships
  • Expand your client base
  • Maintain better relationships with clients

Presented By:

Annette Miller
EQT by Design

Odalo J. Ohiku
Law Office of Odalo J. Ohiku

Michael Seung-Hyock Yang
MY Law Office LLC

 

Barbarians Are at the Gate: Protecting Your Digital A$$ets (1.0 LPM)

Each year, ransomware and other cybersecurity incidents increase — both in sheer volume and in costs to remedy the incident. Lawyers need to know what is necessary to protect their data and to comply with ethics rules regarding client data. In this timely session, you’ll discuss:

  • Why you need 3 layers of security: Software, Hardware, & Education/Training/Policy
  • Firewalls with Unified Threat Management (UTM)
  • AI-based security
  • Two-factor authentication, encryption, anti-virus and anti-malware, and more
  • How to create a culture of security in your firm

Presented By:

Michael J. Eichacker
Ruder Ware, L.L.S.C.

James Pearson
The Computer Center

​

 

Legal Malpractice Coverage for Lawyers in Transition (1.0 CLE / EPR)​​

Attorneys frequently change jobs and career paths multiple times after graduating from law school. This program will help lawyers understand and protect against any potential uncovered legal malpractice exposure when making a transition in their practice. Whether you’re changing careers, switching firms, hiring or firing an employee, or retiring from the practice of law, you’ll come away with a better understanding of:

  • Risks of potential ethics violations
  • Insurance coverage options
  • How to smoothly transition without interruption
​ ​​​

Presented By:

Dean R. Dietrich
Weld Riley, S.C.

Joe McCarthy
Wisconsin Lawyers Mutual Insurance Company

Aiden Tharp
Emerald Valley Law LLC​

 

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4:00 p.m. - 5:30 p.m.

Networking Event – Packers pre-game networking event - fun and prizes!
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Friday, October 29, 2021

8:00 a.m. - 2:30 p.m.

Legal Expo is Open!

8:00 a.m. - 9:45 a.m.

Tax Facts to Start or Grow A Law Practice (1.5 CLE)

While you don’t need an accounting degree to hang out your shingle as a small firm attorney, you do need to understand how your decisions affect the tax requirements for everything from your business structure to hiring employees and buying real estate. Save time and money before consulting a tax pro by learning the basics of tax law yourself.

In this session, you’ll discover common-but-overlooked business deductions and credits, tips on PPP funds/SBA loans, and what the law says about:

  • Gross versus taxable income
  • Deductions versus credits
  • Mandatory filings and payments
  • Work-at-home employees
  • Post-COVID tax changes

Presented By:

Joseph W. Boucher
Neider & Boucher S.C.

Eric W. Klemm​
Neider & Boucher, S.C.

9:45 a.m. - 10:00 a.m.

Break

10:00 a.m. - 10:50 a.m.

Mergers and Acquisitions for Small Businesses (1.0 CLE)

2020 was a roller coaster year for businesses, and in the aftermath, conditions may be ripe for merger and acquisition activity. This session will discuss:

  • Advising clients in considerations
  • Enhancing the desirability of a business for acquisition
  • Programs and incentives for buying and/or combining complementary businesses

Presented By:

Amy M. Salberg
Salberg Tuffnell Law, S.C.

 

Business and Practical Considerations for Law Firms in Transition (1.0 LPM)

Is your business centered on specific people? Do you really need more than one office space? This session will help you assess what your business needs to be able to withstand transitions without chaos ensuing. Whether your business transitions through succession, merger, or separation, you’ll be prepared for a smoother process after discussing:

  • Building a sustainable business
  • The logistics of transitions — what to expect along the way
  • How to best implement changes
  • How to identify inefficiencies

Presented By:

Matthew M. Beier
Wisconsin Lawyers Mutual Insurance Company

Collin Schaefer
Ogden Glazer + Schaefer LLC

Thomas R. Schumacher
Bakke Norman, S.C.

 

50 Tips in 50 Minutes (1.0 LPM)

A WSSFC favorite and back by popular demand, this highly energetic session is sure to have useful tips and tricks for everyone. Attorneys, legal administrators, and paralegals will all benefit from discovering tidbits about software, hardware, social media, productivity, security, cloud computing, mobile devices, apps, and more!

Presented By:

Faculty TBA
 

 

You Received an OLR Grievance - Now What? (1.0 CLE / EPR)

You just found out a grievance has been filed against you. Now what? This session will demystify how the lawyer regulatory system works and help you avoid common missteps that lead to OLR grievances or malpractice claims in the first place.

You’ll learn:

  • Dos and don’ts for responding to an OLR grievance complaint
  • How the OLR process works from intake through disposition
  • Tips for improving client communications

Presented By:

Stacie H. Rosenzweig
Halling & Cayo, S.C.

 

10:50 a.m. - 11:10 a.m.

Break

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

Fair Use or Fact: How to Advise Your Clients with Regard to Trademark and Copyright (1.0 CLE)

Emails, newsletters, websites, social media...marketing these days can take so many forms. Whether you’re advising business clients or you’re working on your own marketing campaigns, you need to know when it’s okay to use information created by others. From using stock photographs to sharing posts created by others, this session will inform you when — and how — content created by others can be used in marketing.

Presented By:

Erin R. Ogden
Ogden, Glazer + Schaefer LLC

Melissa Spindler
Smith Keane LLP

 

Hiring, Firing, Retiring: Managing a Hybrid Workplace (1.0 LPM)

Onboarding. Training. Terminating. What are the best ways to handle these processes when you’re not in the same physical room as your employees? In light of the learning curve provided by 2020, this session will discuss new (and not so new) considerations for managing staff, so your practice doesn’t miss a beat even during unforeseen circumstances.

You’ll discuss:

  • Best practices for acquiring, managing, and letting go of staff members
  • Supplying remote workers with necessary office equipment
  • Retaining ownership of office property in the event of termination
  • Delegating tasks and ensuring things are done well (and safely)

Presented By:

Jane D. Clark
Lake Effect HR & Law LLC

Tricia Perkins SPHR, SHRM-SP
Lake Effect HR & Law LLC

 

Cyberliability Insurance for Law Firms – What it is and Current Trends(1.0 LPM)​

The question isn’t if your firm will suffer a cybersecurity incident — it’s when. With data breaches and cybercrimes increasing each year, it’s more important than ever to have plans in place to protect your clients’ most sensitive information and the reputation of your firm – not to mention to prevent overwhelming financial losses.

Cybersecurity policies can vary greatly. From cyberattack prevention to incident remediation and response, this session will inform you:

  • What you need to insure against incidents
  • What to look for when reviewing policies
  • What to expect from your cybersecurity policy

Presented By:

Thomas J. Watson (Moderator)
Wisconsin Lawyers Mutual Insurance Company

Matthew M. Beier
Wisconsin Lawyers Mutual Insurance Company

Katha​rine H. Campbell
Godfrey & Kahn, S.C.

 

Ethics Update 2021: What’s New, What’s Old, and What Might be Coming​ (1.0 CLE / EPR)

This engaging session will offer a review of recent ethics opinions addressing the reporting of professional misconduct, penalties for sexual misconduct, and practicing ethically in a pandemic.​

Presented By:

Michele L. Perreault
DeWitt LLP

 

12:10 p.m. - 1:10 p.m.

Informational Session – State Bar of Wisconsin Member Benefit: Competitively-priced health insurance for firms with 2+ employees (No CLE)​​​​
Networking Lunch - Connect with old friends and make new ones in a casual, fun setting​​​

1:10 p.m. - 2:00 p.m.

Real Estate Sign of the Times (1.0 CLE)

The COVID-19 pandemic created many challenges and opportunities in the housing market. Amidst a sea of change, this session will help you make sense of emerging conditions in real estate buying and selling.

You’ll receive an extensive update on the status of evictions, as well as discuss the housing markets in Wisconsin and implications for your practice in regards to:

  • Low interest rates
  • Shrinking residential inventories
  • Changing commercial needs
  • Economic uncertainty
  • Government programs to help businesses and consumers

Presented By:

Jessica M. Kramer
Kramer, Elkins & Watt LLC

Cori M. Lamont
Wisconsin Realtors Association

 

A Legal Research Resource Already at Your Fingertips: Fastcase (1.0 CLE)

Fastcase is a comprehensive 50-state and federal case law database that rivals the biggest legal research companies. Best of all, State Bar of Wisconsin members have unlimited access to this online research service at no extra cost — it’s included with membership. In January 2021, Fastcase acquired CaseMaker and has been quickly adding even more features and capabilities.

In this session, you’ll learn:

  • How to access Fastcase
  • Features you should know about
  • How this free member benefit can make your legal research easier

Presented By:

Nina Steinbrecker-Jack
Fastcase

 

Revisiting "Reasonable Efforts" with Remote Working Technology (1.0 CLE / EPR)

Issued January 29, 2021, new Wisconsin Ethics Opinion EF-21-02 provides updated guidance on what constitutes “reasonable efforts” in connection with remote working technology. It’s critical that attorneys working remotely understand what constitutes an ethical use of technology in order to comply with ethics rules and adequately protect clients’ sensitive information.

In this session, you’ll go into detail on:

  • New ethics opinion, EF-21-02
  • The current state of ethics guidance
  • Technology and the ethics of working remotely

Presented By:

Brent J. Hoeft
FirmLock Consulting LLC

Aviva Meridian Kaiser
​State Bar of Wisconsin

 

Coping with Unprecedented Circumstances (1.0 LAU)

Over the course of the pandemic, WisLAP has seen an uptick in calls. The past year has been challenging on multiple fronts, and understandably, many people are struggling with mental health and addiction issues. If you’re also having a hard time — or have noticed someone in your life who could benefit from talking to someone — WisLAP has ways to help.

You aren’t alone — nor do you have to be “in crisis” to benefit from this session. Attend to discover:

  • How to recognize signs of unhealthy coping habits in yourself or in others
  • WisLAP resources available to you as part of your State Bar of Wisconsin membership
  • Practical suggestions for reducing your stress load right now

Presented By:

​

Jason McGill
Jason Magill, State Bar of Wisconsin WisLAP Coordinator

​

 

2:00 p.m. - 2:20 p.m.

Break
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2:20 p.m. - 2:35 p.m.

Presentation of the 2021 Lederer Award

Visit the Lederer Award page for more information.

2:35 p.m. - 3:2​5 p.m.

Gadgets, Gizmos and Widgets (1.0 LPM)

A true WSSFC tradition, this fun, high-energy session is back and more beneficial than ever. Presenters 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 de-stress 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:

Jeff Lantz
Esquire Interactive LLC

Nerino Petro
The Erickson Group

Bryan Sims
Sims Law Firm Ltd.

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Saturday, October 30, 2021​

8:00 a.m. - 9:00 a.m.

Substantive CLE at Sunrise (1.0 CLE)

Whether you have a specific or general law practice, you need to be familiar with a range of substantive law issues — and know when it’s necessary to refer out clients with needs that fall outside of your practice area. Thanks to this fast-paced, rapid-fire primer, you’ll leave with enough information to help you confidently field the inevitable, “Hey, you’re a lawyer, right?”

In this panel session, presenters will cover some of the most popular hot topics and share what you should know about:

  • Legal ways to act for others
  • Nursing home neglect cases
  • Wisconsin’s Lemon Law
  • Construction liens
  • Landlord-tenant law and evictions

Presented By:

Kathleen A. Brost
Legacy Private Trust Co.

Amy Salberg
Salberg Tuffnell Law, S.C.​

Jonathan P. Groth
Groth Law Firm Accident Injury Attorneys

Teresa K. Kobelt
Bartelt Grob, S.C.

James L. Robinson, Jr.
 

9:00 a.m. - 9:15 a.m.

Break

9:15 a.m. - 10:05 a.m.

No Will But Still a Way: Estate Planning with Nonprobate Transfers (1.0 CLE)

Wisconsin continues to expand the ability of clients to distribute their assets upon their death using joint account status or beneficiary designations on bank accounts, life insurance, retirement accounts, and even on real estate.

As more and more assets are transferred outside probate and a will, this session will address:

  • How to accomplish estate planning with nonprobate transfers
  • The positives and negatives of nonprobate transfers
  • How to transfer assets like LLCs or stock interests.

Presented By:

Alexander L. Ullenberg
Ullenberg Law Offices, S.C.

Michael D. Kaiser
Kaiser Holahan LLC

 

Your Firm Has IP. What Are You Doing with It? (1.0 LPM)

Innovation is very much alive and well, especially during the global pandemic. While you talk to your clients about protecting their intellectual property, have you given much thought to your own intellectual property?

In this session, you’ll discuss how to:

  • Identify your firm’s intellectual property
  • Protect your trademarks, copyrights, and trade secrets
  • Know when protections need to be updated due to changing technologies

Presented By:

Garet K. Galster
Smith Keane LLP

Erin R. Ogden
Ogden, Glazer + Schaefer LLC

 

Upping Your Remote Office Game: Prepping Your Firm to Be Flexible (1.0 LPM)

The pandemic forced law firms to examine their ability to provide quality legal services no matter where attorneys are working. Firms that had already implemented remote working tools and cloud-based applications prior to 2020 had an easier transition to make.

But, if you felt like you were caught off guard or are still struggling to understand the multitude of technologies on the market, then this session is for you. You’ll discuss the array of private and secure communication tools that are available for a remote law office, including:

  • Messaging
  • Video and teleconferencing
  • VPN
  • RDP
  • Encryption
  • Cloud backups
  • Client portals
  • Web-based practice management software

Presented By:

Brent J. Hoeft
Firmlock Consulting LLC

Christopher C. Shattuck
State Bar of Wisconsin

 

Harmony is Possible: How to Successfully Sync Your Professional and Personal Lives (1.0 LAU)

“Work-life balance” may be a popular catchphrase, but it can be an impossible standard to maintain. By shifting your perspective from “balance” to “harmony,” your practice can change dramatically and you can enjoy life more. Discover how your professional life and personal life can exist harmoniously by learning:

  • The power of mindful breathing
  • How to change your view on the “practice” of law
  • The importance of professional boundaries

Presented By:

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

 

10:05 a.m. - 10:25 a.m.

Break

10:25 a.m. - 11:15 a.m.

What Non-Bankruptcy Lawyers Need to Know About Bankruptcy (1.0 CLE)

With the moratorium on evictions, foreclosure sales, and suspension of student loan payments ending soon, a “pandemic” of bankruptcy filings could still happen. The implications of bankruptcy filings can be far-reaching to creditors, debtors, and even seemingly uninvolved parties. This session will cover how to advise clients who may need bankruptcy protection, including:

  • When to recommend they consult with a bankruptcy attorney
  • What they should do – and NOT do – to prepare for a bankruptcy filing
  • What to do if they receive notice that a customer or vendor has filed bankruptcy

Plus, since any attorney’s practice could be affected by the rise in bankruptcies, you’ll review how to get paid for non-bankruptcy work when clients become involved in a bankruptcy and how to keep what you’re paid.

Presented By:

Eliza M. Reyes
Steinhilber Swanson LLP

Eric A. Ristau
Laffey Sebranek Auby & Ristau, S.C.

Jennifer M. Schank
Fuhrman & Dodge, S.C.

 

Business Plans - A Practical Perspective (1.0 LPM)

Whether you use Business Model Canvas or another tool, it’s important to put a business plan in place. Efficient businesses create plans, implement them, and most importantly, adjust the plans when circumstances change (Hello, COVID!).

This session will discuss how to accomplish all three stages — creation, implementation, and adjustment — so no matter what your business is facing, it’s poised to succeed.

Presented By:

Jeffrey M. Glazer
Ogden, Glazer + Schaefer LLC

Christopher C. Shattuck
State Bar of Wisconsin

 

The Power of PDFs (1.0 LPM)

PDFs are one of the two main document types used to generate and share electronic documents on a daily basis. But are you taking full advantage of PDF software? Elevate your law firm and bring it closer to a paperless office by knowing the power of today’s PDF software — from Adobe Acrobat to other hot alternatives.

This session will help you become more PDF-literate by sharing what tools you should be using now and what you need to know in regards to:

  • Document sharing

Presented By:

Bryan M. Sims
Sims Law Firm, Ltd.

 

How to Advise Clients and Manage Judicial Holds and Discovery with Social Media (1.0 CLE / EPR)

This session outlines how to properly advise your clients about the risks and liabilities when they use social media networks. We will also discuss using social media as evidence and understanding judicial holds. Based on recent ethics opinions, lawyers are required to understand the basics of how social media platforms functions. In reality, if you want to effectively advise your clients on the impact of their behavior, you need to have a clear understanding of how social media platforms work. Also, if you are going to trial, you may need to be able to communicate about various social platforms.

After this session, you will be able to guide your clients more effectively, communicate clearly regarding issues surrounding publishing on social networks and know which possible areas should be avoided for ethical reasons. From the client to the courtroom, this course covers it all.

Presented By:

Mark Homer
GNGF, a marketing firm for lawyers

 

11:15 a.m. - 11:30 a.m.

Break

11:30 a.m. - 12:45 p.m.

Most Common Ethics Mistakes Lawyers Make in Marketing Their Practice (1.5 CLE / EPR)

What does it take to establish a successful online marketing presence without coming under the watchful eye of the OLR? This session will show you how to boost your firm’s online prowess without violating Wisconsin’s Rules of Professional Conduct.

You’ll learn how to use tools like Google, AVVO, social media, plus discuss what needs to be considered when setting up:

  • Websites
  • Reviews and solicitations
  • Online directory listings
  • Social media and blog posts
​

Presented By:

Mark Homer
GNGF, a marketing firm for lawyers

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General Info:
Barbara Moddes
bmoddes@wisbar.org
(800) 444-9404 ext. 6157
(608) 250-6157

Exhibitors/Sponsors:
Crystal Brabender
cbrabender@wisbar.org
(800) 444-9404 ext. 6132
(608) 250-6132
State Bar of Wisconsin