MAIN | SCHEDULES  |  LOCATION  |  REGISTRATION  |  FACULTY  |  SPONSORS & VENDORS | SBM HOME

 


Master Schedule
Bar Events Schedule
SSFI Schedule
Networking Events

Cosponsored by
The State Bar of Michigan:

Founding Sponsor
General Practice—Solo & Small Firm Section

Law Practice Management & Legal Administrators Section

Business Law Section

Practice Management Resource Center

Are you ready for an interactive Annual Meeting experience?
Enhance your conference experience with our mobile app and text notifications. Text SBM to 57780 or enter cell number here:

- -

FacebookVisit our Facebook page to keep up to date on SBM news

SBM & ICLE

Registration Form
Download Program 2.6MB PDF

Solo & Small Firm Institute Schedule
Thursday | Friday
 
Thursday, September 19, 2013

Moderators

Plenary Session/Substantive Law Track
Elizabeth A. Silverman, Chair, General Practice—Solo and Small Firm Section of the State Bar of Michigan, Elizabeth A. Silverman PC, Farmington Hills

Marketing/Law Practice Management Track
William A. McNeil, vLawyer Consulting LLC, Orlando, FL

Technology Track
Randy Arden Musbach, Law Office of Randy Musbach, Chelsea

Time Event
8:00–9:30 a.m. Continental Breakfast

8:00 a.m.–5:00 p.m. Vendor Showcase and Registration

8:15–9:00 a.m. SSFI: Getting the Most Out of Your ICLE Resources
Demonstration by ICLE staff

9:00–9:20 a.m. Elizabeth A. SilvermanSSFI: Welcome and Introduction
Elizabeth A. Silverman, Chair, General Practice—Solo and Small Firm Section of the State Bar of Michigan, Elizabeth A. Silverman PC, Farmington Hills

9:20–9:40 a.m. Janet K. WelchSSFI: Report from the Executive Director
Greetings from the State Bar's executive director with an update on Bar activities of special interest to solo and small firm practitioners.
Janet K. Welch, Executive Director, State Bar of Michigan, Lansing

9:40–10:40 a.m. Roy S. GinsburgSSFI: KEYNOTE PRESENTATION: The Art of Professional Networking
The practice of law is based on relationships with clients, potential clients, and referral sources. It is critical to find the networking method that matches your personality—the one that makes you feel the most comfortable and confident. Boost your networking prowess and discover powerful ways to create and sustain your most important relationships.
Roy S. Ginsburg, Roy S. Ginsburg JD, Minnetonka, MN

10:40–11:00 a.m. Vendor Showcase Break

11:00 a.m.–Noon

Carrie E. HuffSSFI: Substantive Law Track: Family Law Update
Family practice continues to change rapidly. Stay on top of all the latest developments with an analysis of the most important changes during the last year.
Carrie E. Huff, Alane & Chartier PLC, Lansing

SSFI: Marketing/Law Practice Management Track: Retain Your Clients—A Roadmap to Effective Client Service
Studies show that the most frequent reason for losing clients is poor service. So how do you provide the best service? Get the tools you need to consistently deliver exceptional service, retain and develop more business from current clients, and increase referrals. Classic movie scenes illustrate the key principles to help you gain a competitive edge through world-class service.
Roy S. Ginsburg, Roy S. Ginsburg JD, Minnetonka, MN

Barron K. HenleySSFI: Technology Track: Is Your Office Drowning in Paper? Now There's a Way Out!
Despite the improvements brought by technology, reliance upon paper continues to clog our offices. It's time to change all that. Take home a complete road map and begin reducing the paper covering your desk and filling up your files.
Barron K. Henley, Affinity Consulting Group, Columbus, OH


Noon–2:00 p.m. SSFI: Lunch and Annual Meeting Functions

2:00–2:55 p.m.

F. Martin Tieber SSFI: Substantive Law Track: Criminal Law Update
Stay on top of this fast-paced area of law with the most current information on criminal statutes, court rules, and caselaw and what it all means for your criminal law practice.
F. Martin Tieber, Tieber Law Office, Lansing

SSFI: Marketing/Law Practice Management Track: Law Practice For Sale—Strategies for Sellers and Buyers, Part 1
Your law practice is a valuable asset; don't make the mistake of leaving it on the table. Understand what your practice is worth, how to locate a potential buyer, and how to negotiate a fair and balanced deal. Alternatively, you might be a younger lawyer who wants a bigger practice. Have you considered jump-starting this process with the strategic acquisition of an existing book of business?
Roy S. Ginsburg, Roy S. Ginsburg JD, Minnetonka, MN

SSFI: Technology Track: Cloud Computing 2013—The Benefits, Drawbacks, and Ethical Issues of Moving Your Practice to the Cloud
Barron reveals the pros, cons, and risks of moving to the cloud; and what options are available for case management, accounting, trial presentation, document management, and more. Make smart decisions before you make the jump and understand when you may ethically store confidential client data in the cloud.
Barron K. Henley, Affinity Consulting Group, Columbus, OH


2:50–3:35 p.m.

C. Denise FawcettSSFI: Substantive Law Track: Practical Discovery—The Streamlined Approach
Sometimes less really is more! In this practical and time-saving segment, learn how to fine-tune your discovery requests to hit all the issues in your case. Turn your "kitchen sink" approach into a leaner, smarter discovery strategy.
C. Denise Fawcett, Law Office of C. Denise Fawcett, Ann Arbor

SSFI: Marketing/Law Practice Management Track: Law Practice For Sale—Strategies for Sellers and Buyers, Part 2
In part two of this session, get more tips to understand what your practice is worth, how to locate a potential buyer, and how to negotiate a fair and balanced deal. Alternatively, you might be a younger lawyer who wants a bigger practice. Have you considered jump-starting this process with the strategic acquisition of an existing book of business.
Roy S. Ginsburg, Roy S. Ginsburg JD, Minnetonka, MN

Randy Arden MusbachSSFI: Technology Track: How to Run 80% of Your Practice on
Your iPad

It's the new 80/20 rule! While you can't do every legal task on an iPad (yet), you can accomplish at least 80% of your daily legal work using an iPad. Explore how a lawyer at the forefront of the mobile revolution has taken his law practice to new heights using his iPad, iPad Mini, and a few well-chosen apps and accessories.
Randy Arden Musbach, Law Office of Randy Musbach, Chelsea


3:35–3:55 p.m. Vendor Showcase Break

3:55–4:40 p.m.

David L. RogersSSFI: Substantive Law Track: What Your Small Business Clients Need to Know About Health Care Reform
The Affordable Care Act brings with it sweeping changes for small business owners; from mandatory insurance offerings to tax credits to health care exchanges. Get the must-know information about compliance with the Act and help your clients make proactive decisions that work best for them and their businesses.
David L. Rogers, Rogers Mantese & Associates PC, Farmington Hills

William A. McNeilSSFI: Marketing/Law Practice Management Track: Reinvent Your Law Practice: Your 30-Day Blueprint to Greater Freedom
Bring your imagination to this high-energy presentation where you will be given a step-by-step, 30-day roadmap to gain more freedom from your law practice. Make a paradigm shift and learn specific techniques that will help you escape the office, get more clients, and use the Internet to increase your bottom line.
William A. McNeil, vLawyer Consulting LLC, Orlando, FL

SSFI: Technology Track: How to Protect Yourself While Trading Documents Electronically
Negotiating documents today regularly happens electronically with lawyers emailing documents (Word or PDF files) to one another (and clients) to indicate changes and propose modifications. Uncover the tools in Word and Acrobat that let you safely transmit documents, compare versions, track changes, add comments and other annotations, and "lock down" a document to prevent further changes.
Barron K. Henley, Affinity Consulting Group, Columbus, OH


4:45–5:30 p.m.

Daniel T. GeherinSSFI: Substantive Law Track: Top 10 Forgotten Guidelines for Successful Criminal Jury Trial Practice
Once you've fully prepared your trial, make sure to keep in mind these important, practical, but often unspoken factors that every criminal defense attorney should remember before embarking on a jury trial.
Daniel T. Geherin, Simon & Geherin PLLC, Ann Arbor

John J. ConwaySSFI: Marketing/Law Practice Management Track: What Went Wrong? 10 Common Mistakes in Starting a Law Practice and How to Avoid Them
Starting a law practice is a big step and making mistakes is inevitable. The key to a thriving practice is to minimize those miscalculations and chart the right path as quickly as possible. Review the common mistakes lawyers make when starting a new practice and learn techniques to prevent them. Jump-start your new practice with sage advice from a successful practitioner who has admittedly made a few mistakes, but lived to tell the tale!
John J. Conway, John J. Conway PC, Royal Oak

SSFI: Technology Track: 50 Tech Tips in 50 Minutes
Fast-paced and fun, covering everything under the technology sun! From cool websites to apps to gadgets and utilities, attend the fastest 50 minutes in CLE to learn the technology that will let you work smarter, faster, and more efficiently.
Barron K. Henley, Affinity Consulting Group, Columbus, OH

   
Friday, September 20, 2013

Moderators

Plenary Session/Marketing/Law Practice Management Track
Elizabeth C. Jolliffe, Your Benchmark Coach, Ann Arbor

Substantive Law Track
David L. Shaltz, Chalgian & Tripp Law Offices PLLC, East Lansing

Technology Track
Barron K. Henley, Affinity Consulting Group, Columbus, OH

Time Event
8:00–9:30 a.m. Continental Breakfast

8:00 a.m.–2:00 p.m. Registration & Vendor Showcase

8:15–9:00 a.m. SSFI: Getting the Most Out of Your ICLE Resources
Demonstration by ICLE staff

9:00–10:00 a.m. SSFI: KEYNOTE PRESENTATION: The Art, Science, and Ethics of the 21st Century Carolyn ElefantRetainer Agreement
The retainer agreement is one of the most important contracts that you'll ever draft or sign as an attorney. Not only do retainer agreements protect clients from overreaching by unscrupulous lawyers, but they can immunize lawyers against malpractice claims and non-payment by clients. Learn how the humble retainer agreement reflects the core values of your practice. This session will go beyond pure theory, and offer solid tips for how lawyers can update their retainer agreements to address concerns of 21st century clients, including provisions relating to document retention in an electronic age, use of the cloud and outsourced personnel, alternative billing, and much more.
Carolyn Elefant, MyShingle.com, Washington, DC

10:00–10:50 a.m. SSFI: KEYNOTE PRESENTATION: Avoiding Multitasking Distractions—Finding Focus and Technological Efficiency
Master your technology, instead of the other way around! There are wonderful laborsaving technology tools which can solve problems, improve client service, and make your life easier. You'll gain strategies for quickly learning new technology, plus practice management tips to help you operate cost-effectively. Explore the research regarding multitasking and how staying focused on one thing at a time can make lawyers far more efficient.
Barron K. Henley, Affinity Consulting Group, Columbus, OH

10:50–11:10 a.m. Vendor Showcase Break

11:10 a.m.–Noon

Lawrence ShoffnerSSFI: Substantive Law Track: Top Tips for Resolving Landlord-Tenant Disputes
Landlord-tenant disputes are more common than ever. Whether you represent landlords or tenants, this session will provide best practice tips for quick and effective resolutions. From summary proceedings to workouts and negotiation strategies, get the tools you need to effectively assist your clients.
Lawrence Shoffner, Lawrence Shoffner Esq., Detroit

SSFI: Marketing/Law Practice Management Track: Social Media for Lawyers—12 Steps To Make Social Media Work for Any Practice
Social media has been around for nine years now, yet many lawyers have resisted coming on board. However, all law firms can benefit from efficient and ethical use of social media. Get introduced to established and new forms of social media, learn how to match specific, measurable goals to social media tools, and employ social media to spread the reach of your existing work.
Carolyn Elefant, MyShingle.com, Washington, DC

Diane EbersoleSSFI: Technology Track: Presentation Software on Your Windows PC, Mac, or the Web!
Compare, contrast, and evaluate PowerPoint, Keynote, and Prezi. Optimize your presentation skills and discover which of these applications is the best fit for your practice.
Diane Ebersole, Practice Management Advisor, State Bar of Michigan, Lansing


Noon–2:00 p.m. SSFI: Lunch and Annual Meeting Functions

2:00–2:50 p.m.

Jennifer M. HarveySSFI: Substantive Law Track: Adding Estate Administration to Your Practice
Expanding your practice has never been easier. Learn key strategies to grow and manage an estate administration practice quickly and efficiently. Get the tools you need to help your clients through every step of the probate process, from court forms to procedures to fee agreements.
Jennifer M. Harvey, Harvey Legal Group PLLC, Ann Arbor

 

SSFI: Marketing/Law Practice Management Track: Lean Law Firm—Applying the Big-Vision, Low-Cost Lessons of Startups to Launch and Build a Successful 21st Century Law Practice
All across Silicon Valley, startup companies are applying the lessons of Eric Ries' book, The Lean Startup, to launch successful, sustainable businesses quickly and at minimal cost. Learn how to create a "lean" business plan for your new or existing practice that identifies your firm's unique selling proposition, targets clients and revenue streams, and builds a mechanism to pivot if your initial projections don't work out as anticipated. Plus, learn to repurpose existing assets and leverage free and low-cost tools to keep your startup firm on the track to success.
Carolyn Elefant, MyShingle.com, Washington, DC

SSFI: Technology Track: Pick the Right Computer Today
With the advent of Windows 8, there is a fresh crop of computing devices on the market. From Ultrabooks to hybrids, from convertible laptops to tablets, get Barron's advice on which options lawyers should consider and how they can best be used in the practice of law.
Barron K. Henley, Affinity Consulting Group, Columbus, OH


2:55–3:45 p.m.

David L. ShaltzSSFI: Substantive Law Track: Latest Developments in Medicaid Planning
The policies governing eligibility for Michigan's Medicaid program are constantly changing. Learn the current planning strategies for helping single people and married couples qualify for Medicaid and the methods and resources available to help practitioners solve eligibility problems in this important government benefit program.
David L. Shaltz, Chalgian & Tripp Law Offices PLLC, East Lansing

SSFI: Marketing/Law Practice Management Track: Solo Practice Systems for Success
All told, non-legal tasks can account for as a much as forty percent of a solo's work week, which means less time for family or billable matters. Applying principles from Atul Gawande's book, The Checklist Manifesto, learn how solos can systematize routine tasks using free and low-cost tools to delegate more, maximize productivity, and grow their practices.
Carolyn Elefant, MyShingle.com, Washington, DC

SSFI: Technology Track: Getting the Most Out of Microsoft Word 2010 and 2013
From fixing default settings to using styles, you can save enormous amounts of time and energy by tapping the full potential of Word. Maximize your time in the law office with Barron's most practical solutions and time-saving tips for the two most recent versions of Word.
Barron K. Henley, Affinity Consulting Group, Columbus, OH


3:45–4:00 p.m. Networking Break

4:00–4:45 p.m.

Mark E. KelloggSSFI: Substantive Law Track: Contract Drafting for Your Small Business Clients
Join the discussion of common small business contracts and key provisions that should typically be considered for most contracts. Understand the dos and don'ts on common and not-so-common boilerplate language. Plus is boilerplate language really "boilerplate"?
Mark E. Kellogg, Fraser Trebilcock Davis & Dunlap PC, Lansing

Timothy A. DinanSSFI: Marketing/Law Practice Management Track: A Business Analysis of Your Files and Your Time
The only way to measure progress is to keep track of the essentials. What's the best way to calculate your effective hourly rate? Are you charging a fair rate? Dig in and measure your performance and determine the value of each client. You'll also learn to track the payback on your marketing, volunteerism, and memberships. Get the tools to set better goals and avoid taking bad cases.
Timothy A. Dinan, Dinan & Associates PC, Grosse Pointe Park

SSFI: Technology Track: Legal Drafting: Automation Tools and Best Practices
Creating new documents from existing ones produces an unacceptably high margin for error. Learn easier, better, and safer ways to draft your documents. See a demonstration of features present in Microsoft Word which almost no legal users take advantage of, and how add-in programs can be used to further increase accuracy and speed.
Barron K. Henley, Affinity Consulting Group, Columbus, OH

 

follow us
Follow Us on Facebook Follow Us on LinkedIn Follow Us on Twitter Follow the SBM Blog
website links
Pay Your Dues
Contact Us
Site Map
Website Privacy Statement PDF

SBM on the Mapcontact information
State Bar of Michigan
306 Townsend St
Lansing, MI 48933-2012
Phone: (517) 346-6300
Toll Free: (800) 968-1442
Fax: (517) 482-6248