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Champaign County Bar Association CLE Event: Understanding Exposures in a Legal Liability Claim

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When: 3/22/2018
Where: Savoy, IL
What: Champaign County Bar Association CLE Event
Presentation: Understanding Exposures in a Legal Liability Claim: Real Estate Example

This course used a real estate case study to showcase what risk, liability and firm exposures are present when representing a client. Loss prevention topics that can help identify and protect against risk were also discussed.

1.0 hour of approved MCLE credit, including 1.0 hour of professional responsibility MCLE credit.

Speaker:

  • Brian Olson, Director of Member Services, ISBA Mutual Insurance Company

Handouts:

DuPage County Bar Association Monthly PRMCLE: Real Life Claims Story

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When: 3/19/2018
Where: DuPage County Bar Association Attorney Resource Center, Wheaton IL
What: DuPage County Bar Association Monthly PRMCLE
Presentation: Real Life Claims Story

Brief real-life claims story presented as the introduction to the DuPage County Bar Association Monthly Professional Responsibility lunch, sponsored by ISBA Mutual Insurance Company.

Speaker: Mosea Harris, CPCU, Claims Examiner, ISBA Mutual Insurance Company

ISBA Solo & Small Firm Institute: Momentum: Running Your Practice in Today’s High-Tech World

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When: 3/16/2018
Where: Bloomington, IL
What: Illinois State Bar Association Solo & Small Firm Institute Table Clinic
Presentation: Common Pitfalls in Client Management and How to Avoid Them

Speaker:

  • Andrew Murray, Director of Sales, ISBA Mutual Insurance Company

Handouts:

ISBA Mutual Loss Prevention Bootcamp

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When: 3/15/2018
Where: Bloomington, IL
What: ISBA Mutual Loss Prevention Bootcamp

Malpractice insurance protects you in the event of a lawsuit, but preventing losses in the first place is key to safeguarding your practice and protecting your professional reputation. This half-day seminar discussed the importance of a professional liability policy, analyzed a legal liability negligence claim, and explored how loss prevention can help you avoid or minimize professional responsibility risks.

3.0 hours of approved MCLE credit, including 3.0 hours of professional responsibility MCLE credit.

*Upon renewal of their ISBA Mutual policy, the firms of attendees will receive a $100 premium credit for every lawyer who attended and completed the entire bootcamp, subject to the following conditions.

  • Each premium credit will be issued in the name of the participating lawyer and is not transferable. The premium credit may only be used by the lawyer to whom the credit was issued.
  • The premium credit may only be redeemed once per lawyer, per policy renewal on policies with renewal dates after the bootcamp date in which the lawyer attended.
  • Lawyers can only use one policy credit per policy renewal, regardless of the number of events they attend. If a lawyer attends both the Loss Prevention Bootcamp and the Jerry Mirza Risk Memorial Management Conference or multiple sessions of either, the total premium credit applied will not exceed $100.

Speakers:

  • Jeff Strand, President & CEO, ISBA Mutual Insurance Company
  • Janet Raap, Vice President of Underwriting, ISBA Mutual Insurance Company
  • Andrew Murray, Director of Sales, ISBA Mutual Insurance Company
  • Brian Olson, Director of Member Services, ISBA Mutual Insurance Company

Handouts:

ISBA Mutual Lunch and Learn: Business Development: The Intersection of Ethical Networking, Personal Branding and Public Relations

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When: 3/13/2018
Where: ISBA Mutual Offices
What: Lunch and Learn: Business Development: The Intersection of Ethical Networking, Personal Branding and Public Relations

In 2018, personal branding is an essential part of driving long-term success as a lawyer. You and your firm are either in front of the pack or left behind wondering where the work has gone. While there are many business development and public relations strategies for attaining greater visibility as a lawyer, this presentation provided easy and tactical approaches to grow your book of business and your image in the marketplace.

Topics included:
• You are what you say: Developing an ethical infomercial that sets you apart.
• Focus on referral partners, not the direct business: Make the phone start ringing again.
• Being proactive in your approach to networking: And get better results.
• Taking a personal inventory: What unique aspects of your background and areas of concentration lend themselves to publicizing?
• Managing and sharing how you are viewed: Does your website, LinkedIn profile, social media brand match your business development goals?
• Staying on the pulse: Knowing how you can add to trending news and even help media contacts find you to be a reliable source.

1.0 hour of approved MCLE credit, including 1.0 hour of professional responsibility MCLE credit.

Speakers:

  • Steven Fretzin, Author & Legal Business Development Coach
  • Tom Ciesielka, President of TC Public Relations

ISBA Trust & Estate Section Council Malpractice Avoidance Program

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When: 3/9/2018
Where: Illinois State Bar Association
What: Illinois State Bar Association Trust & Estate Section Council Malpractice Avoidance Program
Presentation: Understanding Your Malpractice Insurance Coverage

Outlines the Who, What, When and Why of a malpractice insurance policy so that lawyers can make an informed decision that protects them and their clients.

What you will learn:
• The difference between a Claims Made and Reported Policy and an Occurrence Policy
• The Named Insured – who is and is not covered
• What is a Claim? What is Malpractice?
• Calendar math – the policy and claim dates that affect whether claims are covered
• Succession Planning, Retirement and Extended Reporting Periods
• Common conditions that may or may not influence coverage
• Common exclusions
• Common endorsements and coverage

Speaker:

  • Jeff Strand, ISBA Mutual Insurance Company

Handouts:

NWSBA Employment Law Committee CLE: Client Management: Perspectives on the Ethics, Liability and Psychology

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When: 3/6/2018
Where: Northwest Suburban Bar Association, Arlington Heights IL
What: Employment Law Committee CLE
Panel Discussion: Client Management: Perspectives on the Ethics, Liability and Psychology

Speaker: Jeff Strand, ISBA Mutual Insurance Company

 

Kent Law School Incubator Program: Malpractice Insurance: What Are You Buying? What are Carriers Selling?

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When: 2/23/2018
Where: Kent Law School, Chicago, IL
What: Kent Law School Incubator Program
Presentation: Malpractice Insurance: What Are You Buying? What are Carriers Selling?

Outlines the Who, What, When and Why of a malpractice insurance policy so that lawyers can make an informed decision that protects them and their clients.

What you will learn:
• The difference between a Claims Made and Reported Policy and an Occurrence Policy
• The Named Insured – who is and is not covered
• What is a Claim? What is Malpractice?
• Calendar math – the policy and claim dates that affect whether claims are covered
• Succession Planning, Retirement and Extended Reporting Periods
• Common conditions that may or may not influence coverage
• Common exclusions
• Common endorsements and coverage

Speakers:

  • Janet Raap, Vice President of Underwriting, ISBA Mutual Insurance Company
  • Andrew Murray, Director of Sales, ISBA Mutual Insurance Company

Handouts:

Attorneys’ Title Guarantee Fund Agent Webinar: Malpractice Insurance: What Are You Buying? What are Carriers Selling?

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When: 2/21/2018
Where: Webinar (www.atgf.com)
What: ATG All Agent Webinar
Presentation: Malpractice Insurance: What Are You Buying? What are Carriers Selling?

Outlines the Who, What, When and Why of a malpractice insurance policy so that lawyers can make an informed decision that protects them and their clients.

What you will learn:
• The difference between a Claims Made and Reported Policy and an Occurrence Policy
• The Named Insured – who is and is not covered
• What is a Claim? What is Malpractice?
• Calendar math – the policy and claim dates that affect whether claims are covered
• Succession Planning, Retirement and Extended Reporting Periods
• Common conditions that may or may not influence coverage
• Common exclusions
• Common endorsements and coverage

1.0 hour of approved MCLE credit, including 1.0 hours of professional responsibility MCLE credit.

Speaker:

  • Jeff Strand, ISBA Mutual Insurance Company

Handouts:

ISBA Mutual Lunch and Learn: Under Pressure: Avoiding Ethical Issues in Private Practice

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When: 2/20/2018
Where: ISBA Mutual Offices
What: Lunch and Learn: Under Pressure: Avoiding Ethical Issues in Private Practice

Recent studies have confirmed that the overwhelming stress that is commonplace in our legal profession disproportionately results in lawyers suffering levels of stress, depression, anxiety, addiction, and other serious issues at rates much higher than those seen in the general population. Such mental health and addiction issues often lead to avoidable mistakes and can have severe consequences for both lawyers and their clients, often resulting in ARDC complaints.

What you will learn:
• The most common reasons complaints are filed with the ARDC;
• How mental health and addiction issues are connected to mistakes that lead to ARDC complaints;
• What one can do to minimize the likelihood of making these mistakes.

1.o hour of approved MCLE credit, including 1.0 hour of  mental health & substance abuse MCLE credit.

Speakers:

  • Chelsy A. Casto, JD, MA, MSW, LCSW, is the Director of Outreach and Clinical Programming, Illinois Lawyers’ Assistance Program
  • Stephanie L. Stewart, Meyer Law Group, LLC

Handouts:

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