2013 Agenda (Subject to Change)
Welcome to InPractice! This annual conference was developed for attorneys, law firm administrators, law firm marketers and practice managers to learn about ways to run more efficient, profitable law firms. At InPractice, you’ll find the largest, most diverse group of legal professionals in New England and an exciting lineup of educational sessions, networking opportunities, complimentary breakfast, interactive panels, leading-edge exhibits, free lunch, raffles and prizes and so much more – all for one low price in one convenient location. Come for the day, or come for just those sessions that interest you. InPractice is designed to fit the needs of your busy firm.
Thursday, May 2, 2013
6 a.m. – 8 a.m.
EXHIBITOR SETUP (Grand Ballroom)
ATTENDEE REGISTRATION BEGINS (Third Floor Foyer)
9 a.m. – 9:45 a.m.
MAKING SHORT WORK OF THE SHORT CALENDAR (Mark Twain)
Presented by The Central Connecticut Paralegal Association
Short Calendar is a very logical system that moves the whole motions process along. By utilizing the outstanding resources available on the Superior Court judicial website, short calendar administrators can easily retrieve the information needed, transfer data to an excel document, research the calendared items, mark your item, and provide notice to all parties.
Speaker: Lisa Voorvaart, Paralegal, Updike Kelly & Spellacy, PC, President, Central Connecticut Paralegal Association
RIGHTSIZING RISK: MALPRACTICE INSURANCE ISSUES AND CLAIM MITIGATION (Silas Deane)
Presented by Landy Insurance
Whether you are a solo practitioner or a lawyer in a large firm, understanding the ins and outs of lawyers’ malpractice insurance will help reduce the risk of a professional liability claim against you and your firm. The seminar will also provide some basic tips for everyday practice to reduce your professional risk.
Speaker: John Torvi, Vice President of Marketing & Sales, Herbert H. Landy Insurance Agency
TAKING THE LEAP: SURVIVE AND THRIVE AS A SOLO (Nathan Hale)
This panel of three experienced attorneys, each of whom dared to venture out and establish his or her own law practice, will discuss their experiences, successes, failures and trepidations and how to succeed in the first year and beyond on your own. This session will explore the challenges and opportunities attorneys face when they decide to form their own law practice. Several entrepreneurial attorneys who, against the odds and the advice of some, not only bravely took the plunge in a difficult economy but thrived, will discuss their motivations and fears, what inspired them and what you can do to surmount similar challenges they confronted. The interactive session will provide attorneys at all stages of their career practical advice about how to succeed on your own.
Moderator: Matthew Hallisey, Matthew Hallisey Government Affairs, LLC
Panelists: Wendy Bernard, The Bernard Law Group, Meghan Freed, Freed McKeen, LLC, Anthony Natale, Natale & Wolinetz
REPURPOSING WITH REWARDS: CREATING WEBSITE AND SOCIAL MEDIA CONTENT (Ethan Allen)
Presented by The New England Chapter of The Legal Marketing Association
Timely and relevant content helps to optimize search engine rankings and to position you as a thought leader. We’ll show you how to create a strategic advantage by developing quality content and repurposing it across multiple platforms. In this workshop, learn how to get the most out of your content by employing common marketing tools, including social media and blogs, websites, speaking engagements and client pitches. Walk away with practical tips that you can employ today that will help build your presence as a thought leader and expand your online profile.
Speakers: Deb Scaringi, Scaringi Marketing, Kirsten Lovett, Forward Legal Marketing
10:15 a.m.-11 a.m.
THE DOS AND DONTS OF LAW FIRM ADVERTISING IN CONNECTICUT (Silas Deane) Presented by The New Haven County Bar Association
This program will feature an explanation of the attorney advertising rules as found in the Connecticut Practice Book and the Rules of Professional Conduct and enforced through the random audit program conducted by the Statewide Grievance Counsel and the office of Statewide Bar Counsel. A brief history of attorney advertising and the law will be provided. The mandatory filing program will be explained along with what the types of advertising should be filed under the attorney advertising rules. The most common advertising violations will be discussed along with how to avoid those rule violations. The process of the random review of filed advertisements will be discussed along with an explanation of what occurs if an attorney/firm receives notice of a random review. A related discussion will concern the use of the internet in attorney advertising along with the use of social media and ranking publications.
Speaker: Kerry O’Connell, Connecticut Statewide Grievance Counsel
SURVIVING A CLIENT TRUST ACCOUNTS AUDIT (Ethan Allen)
Find out details about the client trust account audit program, how it works and what to expect if audited. Hear practical tips on how best to manage client funds. Understand the ethical rules relating to client trust accounts. Gain practical knowledge and tools to go back to one’s firm (and bookkeeper), review banking and bookkeeping practices, and put new procedures in place. Learn what the banks are required to report and how the audit process works from the bank’s perspective.
Speaker: Frances Mickelson Dera
BREACHED! SOLO AND SMALL FIRM DATA SECURITY (Mark Twain)
Presented by the Technology and Intellectual Property Section of The Hartford County Bar Association
FBI computer security expert Mary Galligan recently warned law firms: “We have hundreds of law firms that we see increasingly being targeted by hackers.”
LegalTech Day Three: FBI Security Expert Urges Law Firm Caution, by Evan Koblentz, Law Technology News, February 1, 2013. While cyber breaches at large law firms are big news, small to medium sized firms are not immune. Is your firm the weak link in your clients’ data security? Breached! will cover:
- Who hacks into law firms
- Why law firms are targets
- Common vulnerabilities at law firms of all sizes
- Preparedness and response
- Damages and mitigation
- Reporting requirements
- Professional liability and professional ethics considerations
- Real life case studies from small, medium and large law firms
At the end of this session you will have a framework for assessing and addressing your firm’s vulnerabilities to a cyber breach. Breached! requires no special knowledge of technology or cyber security.
Speakers: Monique Mattei Ferraro, Technology Forensics, LLC, Denise Polivy, Baker, O’Sullivan & Bliss, PC
BLOGGING FOR BUSINESS (Nathan Hale)
Many law firm web sites include blogs from one or more attorneys or groups. Law firm marketers tell us we are should do it, and many of us mean to . But how do we fit blogging into an already jam-packed day, and more importantly, how do we turn blog posts into business?
This panel of successful legal bloggers will share their best practices to maintaining a consistent presence online as well as the ways that blogging has helped them grow their practices. Even solos can come away from this session with a plan for creating and using a blog to bring in more clients and generate more business from existing client relationships.
Moderator: Mike Giuffrida, ForesSite Technologies
Speakers: Daniel Klau, Appealingly Brief! Blog and of Counsel with McElroy, Deutsch, Mulvaney & Carpenter, LLP, Richard Hayber, Connecticut Employee Rights Blog, Hayber Law Firm, LLC
11:15 a.m. – 12:00 p.m. (Noon)
THE IPAD ATTORNEY (Ethan Allen)
A replacement for the yellow pad, the paper file, state statutes, as well as much more. If you know how to use a pencil and point with your fingers, you are halfway there to becoming a user of the iPad. Think of placing your file cabinet, library and all reference material that you need in something smaller than a yellow pad and weighs a little more than a glass of water. Hear tips and techniques from Plainville attorney Ken Laska who used his iPad to settle a $1.2 million case.
GET ME OUT OF HERE! (Mark Twain)
Getting into a law practice is one thing. Getting out is a whole other concern. If your practice revolves around your relationship with your clients, how do you sell your firm? If you want to retire, how can you continue to extract value from the practice you built? Find out the answers, and more, at this session on law firm succession planning.
Speaker: Atty. Henry “Hank ” Weatherby, Weatherby & Associates, Bloomfield
YOUR WEBSITE SUCKS! (Silas Dean)
Presented by ForeSite Technologies
If you’re like most attorneys, you probably have a website that isn’t doing you much good. Maybe it’s just an online brochure that hasn’t changed in 5-10 years and doesn’t reflect who you are anymore. Maybe it’s not compatible with mobile devices (which are used for 50% of web visitors today). Perhaps it looks and sounds just like your key competitors and doesn’t tell a prospective client why they should call YOU. This session will drill into the key components for a successful website in 2013 – one that can help you convert more of your referrals into clients and proactively market your legal expertise.
TAMING THE E-MAIL MONSTER (Nathan Hale)
Email overload is an especially pernicious problem for attorneys. Increasing client expectations, wasted time, amplified urgency, reduced focus, retention requirements and discoverability all lead to increased stress and reduced productivity even as the centrality of email to the practice of law continues to grow. NOW is the time to put in place the essential best-practices that will allow you and your firm to effectively and efficiently manage email moving forward.
This program provides best practice strategies in four areas: (1) Volume Control, (2) Quality Control, (3) Organizing and Finding Messages and (4) Getting Others to Adopt Best-Practices. Packed with examples and take-away resources for users of all skill levels, this program will help attendees who apply the strategies presented to recover hundreds of unproductive hours per year, increase effectiveness with clients and reduce stress for all.
Speakers: Doug Brown, JD, SuccessTrackESQ, Bill Jawitz, SuccessTrackESQ
11:30 a.m. – 1:15 p.m. COMPLIMENTARY LUNCH (Exhibit Hall)
Enjoy a complimentary lunch while visiting with one of the most memorable member of the Boston Red Sox – Bill Lee.
1:15 p.m.-2:00 p.m.
ADVERTISING ON TRIAL: SUCCESSFUL TIPS AND TECHNIQUES FROM THE PLAINTIFF’S BAR (Mark Twain)
For many years, plaintiff’s attorneys were the only legal professionals to do much advertising at all. As new technologies ramp up competition for clients, most firms are doing some type of advertising now, but the pioneers of legal advertising were the trial lawyers. This lively discussion will include stories, tips and techniques from the plaintiff’s bar to help you with your advertising efforts an campaigns in print, TV, radio, and more.
Panelists: Rob DiTusa, Alekman DiTusa, LLC, Vincent Trantolo, Trantolo & Trantolo
DIFFERENTIATE OR DIE (Ethan Allen)
The field of lawyers is getting more and more crowded and businesses and consumers have more legal services options available to them than ever before. This program will offer insights and practical tips on:
- The competitive landscape – new access and sources for legal services
- How to be sure you bring value clients cannot get elsewhere for “faster, cheaper (or free), better”
- How to differentiate yourself and create demand
- Selling services and solutions that clients want and need
Speaker: Susan Saltonstall Duncan, Rainmaking Oasis
PASSION AND PROFITS: LIFE THE WAY YOU WANT IT (Silas Deane)
As busy professionals, we often are stressed out and spread thin. Endeavoring to juggle the demands of our businesses, the expectations of partners, colleagues and clients, our financial pressures and our responsibilities to family, we can end up feeling trapped in lives that are quietly dissatisfying. Our relationships suffer; our health suffers. We lose sight of what once drew us to the work we do and what rocks our world. There is another way. This highly-rated, power packed teaching includes:
- Discovering balance and ease
- Being what you value
- Enjoying passion and profits
You will discover how to have an exceedingly successful professional life and enjoy fun, freedom and fulfillment. You will become more creative, more dynamic, more engaged; and inspired to achieve at your very highest level. Presented by Walt Hampton, Writer, Speaker, Coach & Adventure Photographer
RAFFLE PRIZES ANNOUNCED (Exhibit Hall)
Lex Innovatio Awards Cocktail Reception,
6 p.m.-9 p.m.
Lex Innovatio Dinner & Awards Presentation
For more information or to register for Lex Innovatio, please click here.