ACLEA 52nd Annual Meeting
“Vive la CLE!”
July 29 – August 1, 2017
Fairmont The Queen Elizabeth
Montreal, Quebec – Canada
Saturday, July 29, 2017
7:30 a.m. – 5:00 p.m. Member Services/Registration Desk Open
8:00 a.m. – 3:30 p.m. New Member Orientation and CLE Boot Camp (ticketed event)
BOOT CAMP AGENDA
8:00 a.m. / Breakfast and ACLEA Executive Committee Introductions8:15 – 8:30 a.m. / Welcome
Rob Seto, Continuing Legal Education Society of B.C.
8:30 – 9:15 a.m. / Programming Best Practices
Raymond Lee, Continuing Legal Education Society of B.C.
Determine how to balance the unique qualities of your CLE programming with the common best practices of others.
9:15 – 9:45 a.m. / Top Ten Things You Need to Know about MCLE
Gina Roers-Liemandt, American Bar Association
Gain an understanding of the MCLE application and recording process even if you don’t work directly with accrediting agencies.
9:45 – 10:15 a.m. / Top Ten Tips for Working with Contributors
Mindy Thomas Fulks, Tennessee Bar Association
Learn ten helpful tips on how to work with contributors, including best practices, pitfalls to avoid, and how to keep a good relationship with your volunteers.
10:15 – 10:30 a.m. / Break
10:30 – 11:15 a.m. / Negotiation Strategies for CLE Professionals
Marty Latz, Latz Negotiation Institute
Gain insight into proven strategies that will help you develop and refine your negotiation skills to achieve success with your programming and publications goals.
11:15 a.m. – 12:00 p.m. / Technology and CLE
Lucas Boling, The Missouri Bar
Learn how to maximize technology in your daily operations, programming, marketing, and website presence.
12:00 – 1:00 p.m. / Lunch for Boot Camp Participants and First Time Event Attendees
1:00 – 1:30 p.m. / Technology and Publications: So Much Information and So Many Choices
Diane Morrison, State Bar of Texas
Discover the latest trends in online publication delivery and some key pointers that you’ll need if you’re joining an existing publications department or starting to publish online.
1:30 – 2:15 p.m. / Back to Basics: Marketing
Peter Berge
The fundamentals of marketing your CLE products and getting creative in showing the value and brand of your organization with a benefits-driven approach to selling CLE.
2:15 – 2:30 p.m. / Break
2:30 – 3:10 p.m. / Roundtable Discussions
● Publications
Diane Morrison, State Bar of Texas
Discover ways to produce, edit, market, and work with vendors to publish CLE materials even if you don’t have a publications department.
● Hot Topics
Rob Seto, Continuing Legal Education Society of B.C.
Exchange ideas, problems, frustrations and solutions on the latest topics in a moderated format.
● In-House/Professional Development
Erica Larios, Wilson Sonsini Goodrich & Rosati
Betsy Hults, Jones Day
Gain an understanding of main challenges unique to in-house CLE, including CLE credit tracking, program development, delivering both live and web-based programs to lawyers outside your home office as well as to clients, and how to best work with external CLE providers.
● Technology
Lucas Boling, The Missouri Bar
Join a question-and-answer discussion addressing challenges and ideas on the latest technology issues.
3:15 – 3:30 p.m. / The Voices of Experience
Select Faculty
3:30 p.m. / Adjourn
3:30 p.m. – 4:30 p.m. 54th Mid-Year (San Antonio) and 54th Annual (Portland) Planning Committee Meetings (by invitation only)
4:30 p.m. – 5:30 p.m. SIG and Committee Chair Leadership Workshop (by invitation only)
5:30 p.m. – 7:00 p.m. Welcome Reception (open to attendees)
7:00 p.m. Optional Dine-Arounds (meal at individual’s expense)
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Sunday, July 30, 2017
7:00 a.m. – 5:00 p.m. Member Services/Registration Desk Open
7:00 a.m. – 8:00 a.m. Healthy Fitness Options
Join your ACLEA friends for some exercise, fun, and networking with one of two fitness options:
● Running
● Walking
● Zumba
8:00 a.m. – 9:30 a.m. Networking Breakfast in the Exhibitor Marketplace
8:30 a.m. – 9:30 a.m. SIG Breakfast Meetings:
● Executive Leadership
● State and Provincial Bars
9:30 a.m. – 10:00 a.m. President’s Welcome and Opening Announcements
10:00 a.m. – 11:00 a.m. PLENARY
Legal Innovation and Technology - Developing the Lawyer’s Competitive Advantage
How can we as CLE professionals develop programs in a rapidly changing legal environment? Learn about what lawyers will need to succeed as legal innovation, including rapidly advancing technology, is changing the traditional practice of law.
· Chris Bentley, Law Practice Program & Legal Innovation Zone, Ryerson University
11:00 a.m. – 11:15 a.m. Networking Break in the Exhibitor Marketplace
11:15 a.m. – 12:15 p.m. A-Workshops
A1) Legal Innovation: Access to Justice through Incubator Programs
Incubator programs continue to emerge throughout the United States and across the globe. These programs have grown organically over the past decade and vary in form and structure. Most programs are designed to support lawyers in developing professional and business skills while serving the need for access to justice. This panel will share best practices for starting an incubator program and lessons learned during the process. In addition, they will discuss how these programs are benefitting new lawyers, experienced practitioners, and the communities we all serve.
· Chris Bentley, Law Practice Program & Legal Innovation Zone, Ryerson University
· Anne-Marie Rábago, Texas Opportunity & Justice Incubator, State Bar of Texas
· Fred Rooney, American Bar Association’s Commission on Hispanic Rights & Responsibilities
A2) Is the Substantive Law Focus of CLE All Wrong?
Legal knowledge is important, however, only one in ten malpractice claims involve a substantive law error. The majority of malpractice claims involve other types of errors. One third involve lawyer/client communication errors. One in six involve deadline or procrastination issues. One in eight claims happen because the lawyer didn’t give advice tailored to the client’s circumstances. These errors occur in the same proportions at law firms of all sizes and for most areas of law. Come to this session to better understand how CLE focused on client service and practice management would result in happier clients and fewer malpractice claims.
· Dan Pinnington, LawPRO
A3) Collaboration vs. Competition: Partnering With Other CLE Professionals for a Win-Win Solution!
2017 looks very similar to 2016, 2015 and probably 2014 – in that organizations are challenging us to do more with less. To meet such a challenge join CLE experts as they share collaboration secrets on how to create programs, boost attendance and share costs. This conversation will include rich ideas and beneficial for all CLE organizations. Bring your challenges, ideas and solutions!
· Stephanie Ball, Complied Legal Ed LLC
· Peggy Lukken, M.Ed., M.Sc., University of Missouri-Kansas City, School of Law
A4) Maximize Your Data Strategy: How to Discover Super Members in Your Database
The evolution of technology, coupled with the massive amounts of data which organizations can access, is enough to make anyone’s head spin. Members expect more from organizations in terms of personalized experiences and engagement. Learn practical advice and guidance to leverage data to help you better understand all of your members and ultimately discover your Super Members. In this session we’ll dive into how to effectively use metrics to create targeted and segmented content, nurturing and engagement tactics for all member profiles, and integration strategies that produce a high return on investment and maintain data.
· Jessica Lane, Abila
12:30 p.m. – 1:45 p.m. Functional SIG Lunches
(Ticketed Event – Attendance open to all functional SIG members)
● Executive Leadership
● Marketing
● Programming
● Publications
● Technology
2:00 p.m. – 3:00 p.m. PLENARY
Cultural Competency - What’s the Point?
What comes to mind when you hear the words “cultural competency”? How do you define it? The definition varies depending on where you are and what you do. In light of recent developments around the world, as educators, we need to consider how and why lawyers need to be culturally competent. In this day in age, we need to train our lawyers to be interculturally competent in order to meet and serve the needs of their clients in a respectful manner. We need to show lawyers that there is more than one way to get good results for your client and that they may be missing opportunities by not being culturally competent. This session will examine the issues based on experiences in Canada, the United States and in the United Kingdom and help you plan programs to meet this significant issue.
· Cettina Cornish, Licensing & Accreditation Counsel, The Law Society of Upper Canada
· Sandra Yamate, Chief Executive Officer, The Institute for Inclusion in the Legal Profession
3:00 p.m. – 3:15 p.m. Networking Break in the Exhibitor Marketplace
3:15 p.m. – 4:15 p.m. B-Workshops
B1) Leading and Managing Professionals in Times of Change
Technology and economic forces continue to exert a powerful effect on the business of CLE. A modern CLE organization must be able to effectively adapt and manage change within its professional teams. This session will examine 2 classics on business leadership: Jeanne B. Heaton will review Leading Change (2012) by John P. Kotter. This visionary work sets out a comprehensive 8 step process for bringing transformational change to an organization – with specific lessons from over-managed and under-led cultures. Raymond Lee will look at First Among Equals: How to Manage a Group of Professionals (2005). This practical handbook sets out a specific framework for leading a talented team of professionals who are resistant to being managed, individually and collectively.
· Jeanne Heaton, Illinois State Bar Association
· Raymond Lee, Continuing Legal Education Society of B.C.
B2) Responsive E-Learning
We live in a multi-device world. We start something on our desktop and finish it on our phone. Easy transition from one device to another is the new status quo. This means you no longer have the luxury of designing content for only one device. You need to build and design content that will work everywhere, all the time. This is where "responsive design" comes in. Bring your smartphone or tablet to this session and learn about what responsive design is; how to integrate responsive design into your learning portal; and tools you can use to create responsive e-learning.
· Tanveer Makhani, Kineo
B3) Teaching Transactional Skills: What, How, and How Much?
Is your organization doing enough to meet the educational needs of transactional lawyers? Even today, the vast majority of CLE programming content is geared toward lawyers in litigation practice; the needs of "deal" lawyers -- those who practice in corporate law, mergers and acquisitions, commercial real estate, intellectual property, estate and succession planning, and business transactions -- are overlooked, often because we don't know how to create quality programming to develop, improve, and augment the core skills and competencies relied upon by this segment of the Bar. Are you missing marketing opportunities, and driving your constituents to other sources for CLE that's relevant to their transactional practices? Learn practical programming ideas from this fresh panel about what other institutes are doing, what works, what doesn’t, and what challenges arise in the quest to address the specific and distinct needs of transactional lawyers.
· Todd Birch, Ohio State Bar Association
· Genevieve Chang, Continuing Legal Education Society of B.C.
· Hedy Bower, Texas Bar
B4) The Power of Online Collaboration Tools
Does your organization have subscriptions to online collaboration tools (e.g., Basecamp, Slack, etc.)? Does your team actually use them? Come to this session and let a power user of online collaboration tools teach you what they are and how they can make your organization work more effectively.
· Scott Weisman, LaunchPad Lab
4:30 p.m. – 6:30 p.m. Reception Sponsored by the Practising Law Institute
7:00 p.m. Optional Dine-Arounds (meal at individual’s expense)
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Monday, July 31, 2017
7:00 a.m. – 5:00 p.m. Member Services/Registration Desk Open
7:00 a.m. – 8:00 a.m. Healthy Fitness Options
● Running
● Walking
● Zumba
7:45 a.m. – 9:00 a.m. Networking Breakfast in the Exhibitor Marketplace
8:00 a.m. – 9:00 a.m. Committee Breakfast Meetings (open to registered attendees)
● Exhibits and Sponsors
● MCLE
● Membership
9:00 a.m. – 10:00 a.m. PLENARY
Is Learning Different for Lawyers?
Natalie Wieland has been educating lawyers and judges in Australia and around the world for over 20 years. In this session, she will use her extensive experience and knowledge on how lawyers like to learn to explore:
ü Adult learning styles and how lawyers differ (or think they differ);
ü Using insights and examples, demonstrate how to teach when your audience is made up of lawyers of varying knowledge and experience;
ü Practical strategies to take back to your office
· Natalie Wieland, CPD Interactive
10:00 a.m. – 10:30 a.m. Networking Break in the Exhibitor Marketplace
10:30 a.m. – 11:30 a.m. C-Workshops
C1) Beyond the Booth: Improving the Sponsor Experience
One of the biggest challenges we have at our events is finding ways for our sponsors and attendees to connect. Our tradition has been booths and offering coffee breaks near the sponsors. What can we do to breakaway from this tradition? This session will explore innovative ways to engage our sponsors so that they get the most out of their time at our event. Please join us to brainstorm these ideas.
· Stuart Teicher, Teicher Professional Growth, LLC
· Vince O’Brien, Colorado Bar Association CLE
· Additional Panelists to be Announced
C2) Repurpose Your Content
Hear from a panel with experience segmenting and combining their content to create different and valuable resources for customers. They will provide you will concrete ideas for making the most of what you already have.
· Tom Wubker, State Bar of Texas
· Amy McFadden, Illinois Institute for Continuing Legal Education
C3) Succession Planning – Avoid the “oops’ Moments
Fraught with opportunities for multiple “Oops moments”, smooth successions require plans for how to leave well, manage the interim transition, and arrive well. We’ll connect the dots and invite participants (if they wish to) to share some “wish we had/hadn’t moments” and canvass what organizations go through, what individuals go through, and what is often neglected that has deep consequences.