Archive for category: Previous Event

When: 2/13/2018
Where: ISBA Mutual Offices
What: Lunch and Learn: How to Avoid E-Filing Pitfalls

Co-sponsored by ISBA Mutual Insurance Company and the Illinois State Bar Association

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The Illinois Supreme Court gave Cook County lawyers extra time to get ready, so take advantage and learn practical tips for e-Filing. If you practice in other counties, the mandate is live and all civil cases in Illinois must be filed electronically. Topics included:

• The latest Supreme Court Rule changes
• How to transition your office to e-Filing
• Best practices for redacting personal identity information
• How to select an electronic filing service provider
• An action plan for filing electronically.

1.0 hour MCLE Credit.

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Speaker:

• Eunbin “Bin” Rii, Project Marketing Manager and General Counsel for Smokeball, Inc.

Lunch provided by Smokeball.

When: 1/18/2018
Where: ISBA Mutual Offices
What: Lunch and Learn: Essentials of Trust Accounting: IOLTA Accounts & Beyond

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This session addressed lawyers’ duties when handling client funds, starting with the requirements of Rule of Professional Conduct 1.15 (often referred to as the safekeeping of property rule). The presenters explored the specifics of Rule 1.15 and offered practical guidance on issues including what types of funds must be placed in a client trust account, using an IOLTA account, keeping required trust account records, and employing best practices and trust account management to ensure client funds are protected and lawyers stay out of trouble.

1.0 hour of approved MCLE credit, including 1.0 h9ur of professional responsibility MCLE credit.

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Speakers:

• Mary Andreoni, Attorney Registration & Disciplinary Commission, Ethics Education Counse
• David Holtermann, Lawyers Trust Fund of Illinois, General Counsel

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Handouts:

• Essentials of Handling Client Trust Accounts – Andreoni
• Trust Accounting IOLTA and Beyond – Holtemann

When: 12/7/2017
Where: Gurnee, IL
What: Lake County Bar Association, Real Estate Committee Meeting
What: Understanding Exposures in a Legal Liability Claim

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Presented as part of Lake County Bar Association Monthly PRMCLE

This course uses 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 are also discussed.

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Speaker: Brian Olson, Director of Member Services, ISBA Mutual Insurance Company

When: 11/9/2017
Where: ISBA Mutual Offices
What: Lunch and Learn: Burnout Prevention & Organizing to Reduce Stress

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Law is a high-stress field. But lawyers can avoid burnout and debilitating anxiety. Learn about the factors that cause burnout and strategies you can employ to reduce unnecessary stress and help you thrive in your day-to-day practice of law.

Burnout Prevention: What you will learn.
• What burnout is
• Signs and symptoms
• Contributing factors
• Best practices for prevention and mitigation
Speaker: Chelsy Castro, Lawyers’ Assistance Program

Organizing for Stress Reduction: What you will learn:
• Improve productivity
• Handle incoming mail
• Declutter
• Create & maintain a filing system
• Maintain an office or home office where you are proud to meet clients

1.5 hours MCLE, including 1.5 hours Mental Health & Substance Abuse MCLE.

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Speakers:

• Schae Lewis, Mission 2 Organize
• Chelsy A. Casto, JD, MA, MSW, LCSW, is the Director of Outreach and Clinical Programming, Illinois Lawyers’ Assistance Program

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Handouts:

• 11-9-2017 Organizing for Stress Reduction Handouts
• 11-9-2017 Burnout Prevention Handouts

 

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When: 10/19/2017
Where: ISBA Mutual Offices
What: Lunch and Learn: 5 Ways to Dramatically Grow Your Law Practice in Uncertain Political and Economic Times

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Whether your goal is to keep your existing clients loyal or to develop new ones, it’s never been more critical than now to focus on growing your law practice. Learning the basics of business development and brand building can create long-term opportunities that will withstand the changing legal landscape. Please join Author and Business Coach Steve Fretzin to learn:

• Develop a positive BD mindset
• How to create your own brand in the marketplace
• How to develop a marketing plan that saves you time and gets you results
• How to better leverage clients and relationships to obtain high-level referrals
• How to create and maintain client loyalty long-term

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

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Speakers:

• Steven Fretzin, Author & Legal Business Development Coach