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15 Hour Solo & Small Firm Bundle - 2023

ISBA Members: Use your 15 hours of Free CLE credits to order this program –
just use the green button next to the “Add to Cart” button below!

Presented by the Illinois State Bar Association
Sponsored by the ISBA Mutual Insurance Company

15.0 hours General MCLE credit, including 13.75 hours of Professional Responsibility MCLE credit in the following category:
  • 11.75 hours Professionalism, Civility, or Legal Ethics credit
  • 1.0 hour Mental Health and Substance Abuse credit
  • 1.0 hour Diversity and Inclusion credit

Original Program Date:
September 28, 2023 - September 29, 2023
Accreditation Expiration Date: ­­­­­­­­­­­­­­­­­­­­­­­­­October 31, 2025 (You must certify completion and save your certificate before this date to get MCLE credit)

Please Note: Per the MCLE Board rules, attorneys may not claim credit for watching the same program twice within a 12-month period.

Originally Presented as part of the ISBA’s
Solo & Small Firm Conference 2023:
The Intersection of Technology and the Law

Learn the benefits and risks of using ChatGPT in your practice, tips on engagement letters and getting paid, ideas for marketing across generations from Boomers to Gen Z, and strategies for onboarding and retaining staff. Additional topics include:
  • How to avoid scams that target law firms;
  • Overcoming pain points when opening a new practice;
  • Cybersecurity issues to be aware of;
  • Best practices for zoom court from the judges’ perspectives;
  • Tips for do-it-yourself videos that promote your firm and communicate with your clients;
  • What to do now so you can sell your profitable law firm later;
  • What we can learn about ethics from Hollywood lawyers; and
  • Much more!

Thank you to our sponsors!
Diamond Sponsor – ISBA Mutual Insurance Company
Gold Sponsors – Liz Rivera Consulting AND Churchill Reporting
Silver Sponsors – Advocus National Title Insurance Company AND Clio
AND Centerbase AND Life’s Plan, Inc. AND Law Accounting AND firmTrak Solutions

Got ChatGPT? Generative AI, GPT, LLMs, and The Legal Data-Driven Revolution
Artificial intelligence tools like ChatGPT, GPT-4 and other Large Language Models (LLMs) are transforming the legal profession – and rapidly! GPT-4 not only passed the bar exam, it beat 90% of humans. This discussion — led by litigator, coder, and AI-builder Damien Riehl — explores how AI is already transforming litigation practice, as well as ways that the judiciary might utilize AI to better administer justice.
Damien Riehl, vLex, Minnesota

Technology Challenges and Options to Overcome Them
Technology is an integral part of the practice of law today. Learn about some of the common problems faced by attorneys and get some tips on addressing them from one of our top tech-savvy speakers.
Moderator: John G. Locallo, Amari & Locallo, Chicago
Bryan M. Sims, Sims Law Firm Ltd, Naperville

How to Engage Paying Clients
As a solo practitioner or member of a small firm, you want clients. But what can you do – within professional confines – to get paid? This presentation will review the ethical considerations for establishing an attorney-client relationship – such as what to include (or not include) in an engagement letter – and explore billing options, including subscription services. Attendees will receive practical guidance on how to engage paying clients.
Moderator: Genevieve E. Miller, Singewald Law Firm, Chicago
Mathew Kerbis, Subscription Attorney, Deerfield
Hannah R. Lamore, Mahoney Silverman & Cross LLC, Joliet

Scams that Plague Law Firms & How to Protect Yours from Hackers
Scams that target law firms are on the rise. Large corporations generally have the policies, protections, and legal backing to deal with scammer attempts, but small business owners are often handling too many things on their own, and the lack of employee training can lead to devastating consequences for a law firm. Join us for this in-depth look at some of the scams to be aware of, as well as how you, your associates, staff, and clients can avoid them.
Moderator: Genevieve E. Miller, Singewald Law Firm, Chicago
Burton Kelso, Integral, Missouri

The People Success Code: You're Done Hiring, Now What?
You've done the hard part: you've found a person for your team – now it's time to set them up for success. How you onboard and retain new employees can make all the difference in their productivity, engagement, and overall satisfaction. Learn key strategies for onboarding and retention to ensure success.
Moderator: Hannah R. Lamore, Mahoney Silverman & Cross LLC, Joliet
Andrea Herran, Focus HR, Barrington

ChatGPT and Your Practice
The topic will focus on ChatGPT, an advanced language model developed by OpenAI. During the session, attendees will learn about the capabilities and potential uses of ChatGPT, including its ability to answer questions, generate text, and translate languages. Attendees will learn the latest advancements in AI technology and how ChatGPT can be applied to help lawyers in their daily work.
Moderator: Bryan M. Sims, Sims Law Firm Ltd, Naperville
Aaron W. Brooks, Brooks Law and Consulting, LLC, Naperville

More than Passwords: Cyber Risks Facing the Legal Community

Discover the reasons for protecting your law firm with cyber-liability insurance policies with this informative presentation. Topics include: coverage types, terms, and exclusions found within a cyber-liability policy, and how to evaluate cyber-liability carriers, coverages, benefits, and pricing to get the best value for your insurance dollar.
Moderator: John G. Locallo, Amari & Locallo, Chicago
Adam W. Czerwinski, Sidebar Insurance Solutions, Inc., Orland Park

Top Tips in 10 Minutes*
Here our speakers top tips on a variety of hot topics:
1. Law Firm Risk Management
They don't teach insurance in law school. Don’t miss this opportunity to listen as our speakers share their experience ensuring law firms and how firms can protect themselves from expensive and possibly firm-ending insurance claims.
Adam W. Czerwinski, Sidebar Insurance Solutions, Inc., Orland Park
Jeffrey Strand, ISBA Mutual Insurance Company, Chicago

2. Retainer Agreements and Supreme Court Rule Changes
Sarah Toney, The Toney Law Firm, Chicago
3. Hot Topics in Employee Hiring and Retention
Andrea Herran, Focus HR, Barrington

Making Your Work Flow: The Secret to Managing Your Practice
Reality shows us that solo or small firms have attorneys and staff that are oftentimes overworked and unable to respond to as many requests for information as their clients are making. As a result, a vicious cycle begins where phone calls aren’t returned in a timely manner, clients get frustrated and, in the worst of situations, bar complaints are filed. Don’t miss this segment that shows you how having a system in place can help with automation, keep cases moving forward, provide high-quality work product and results, and help you anticipate your client’s questions before they even ask them. Learn how to identify the current processes that your firm uses, design processes that will keep your team making coordinated progress, and identify the technology tools that will allow you to systematize your firm.
Moderator: Rachel Hernandez, Bruckner Hernandez Legal Solutions, St. Charles
Melanie Leonard,, Naperville

Overcoming Pain Points in Opening a New Solo Practice
Join us as our speakers, both of whom recently launched their solo practices, provide a review of the “Top 10” pain points when opening a practice. They will also provide some practical solutions and resources for addressing those pain points. Topics include organizational and registration considerations, practical matter management, financial organization, creative office support solutions, and general operational issues.
Moderator: Genevieve E. Miller, Singewald Law Firm, Chicago
Howard E. Zimmerle, Zimmerle Law, Moline
Elisabeth A. Ritter, Ritter Law Offices, Chicago

Best Practices for Zoom Court
Get the tips you need for using zoom effectively during your next court case, including what to do, what not to do, how to prepare your client for zoom court, and more.
Moderator: Genevieve E. Miller, Singewald Law Firm, Chicago
Hon. Tamika R. Walker, 17th Judicial Circuit, Rockford
Hon. Chad S. Beckett, 6th Judicial Circuit, Urbana

Running Your Practice Now, Selling Your Practice Later
Learn how to run an effective, profitable law firm now, so you can sell it later when you’re ready. Topics include: planning your legacy with your law firm, practicing remotely, having a plan for retirement or succession, knowing when to stay and when to go, and much more!
Moderator: Rachel Hernandez, Bruckner Hernandez Legal Solutions, St. Charles
Brandon Ayers, Legacy & Life Law Firm, LLC, Naperville
Stephanie Stewart, Robinson, Steward, Montgomery & Doppke, Chicago

Using DIY Video To Promote Your Practice and Communicate with Your Client
Get the information and inspiration you need for recording and publishing videos that will connect you with your prospects and help you grow your firm.
Moderator: Diana Servos, ST Legal Group, Deerfield
Philip Fairley, The Rainmaker Institute, Arizona

Dealing with Trauma in the Practice of Law*
Mental Health and Substance Abuse PMCLE credit

Being an attorney requires more than just your ability to successfully negotiate, litigate, and mediate. You also deal with clients who have undergone various kinds of trauma which can, in turn, affect your mental state. This session explains what compassion fatigue is, discusses how to recognize it, and offers strategies that can help you deal with it.
Moderator/Speaker: Pamela J. Kuzniar, Haid and Teich LLP, Chicago
Chelsy A. Castro, Castro Jacobs, Chicago
Alisa Neary, Mezzo Consulting, LLC, St. Charles

Picking and Choosing: How to Build an Inclusive and Diverse Law Firm Office*
Diversity and Inclusion PMCLE credit
Learn how to interrupt bias and build an inclusive workplace among staff and clients, alike.
Christopher A. Pickett, Amazon, St. Louis

*All sessions provide Professionalism, Civility or Legal Ethics PMCLE credit except those designated with an (*) or identified as Mental Health or Diversity Inclusion PMCLE

Pricing Information
  • Please Note: You must attend the entire program in order to earn MCLE credit for this seminar.
  • ISBA sponsoring section members get a $10 registration discount (which is automatically calculated in your cart when you log in to register).
  • Fees:
    • ISBA Member Price of $249 is displayed below when you login and program is eligible for Free CLE member benefit
    • Non-Member Price $499
    • New Attorney Member (within the first five years of practice) - $50
    • Law Students - Free