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ACLEA's 50th Annual Meeting

Boston, MA | August 2-5, 2014

Conference Schedule

Jump to: Saturday, August 2 | Sunday, August 3 | Monday, August 4 | Tuesday, August 5

Saturday, August 2, 2014

7:30 a.m. - 5:00 p.m.

Registration Open

9:00 a.m. – 12:00 p.m.

Boston Movie Tour

(ticketed event)

Take the ultimate tour of Beantown! More than your average Boston sightseeing expedition, this unique TV and movie bus tour is led by local actors who will provide behind-the-scenes filming details and endless entertainment knowledge. You’ll see filming locations from TV shows and movies such as The Departed, Good Will Hunting, Cheers, The Town, Legally Blonde, Ally McBeal, Mystic River, Boston Legal, Knight & Day, 21, Fever Pitch, Gone Baby Gone and more!

8:00 a.m. – 3:30 p.m. New Member Orientation and CLE Boot Camp


8:00 a.m.

Breakfast and ACLEA Executive Committee Introductions

8:15 a.m. - 8:30 a.m.

Rob Seto, CLE Society of British Columbia

8:30 a.m. - 9:15 a.m.

Programming Best Practices
Karen Lee, Oregon State Bar
Dawn Ofner, Legal Education Society of Alberta

Determine how to balance the unique qualities of your CLE programming with the common best practices of others.

9:15 a.m. - 9:45 a.m.

What’s a Credit and Why Should You Care?
Gina Roers-Liemandt, Thompson Reuters
Gain an understanding of the MCLE application and recording process even if you don’t work directly with accrediting agencies.

9:45 a.m. - 10:15 a.m.

Top Ten Tips for Working with Speakers
Mindy Thomas Fulks, Tennessee Bar Association
Learn ten helpful tips on how to work with speakers, including best practices, pitfalls to avoid, and how to keep a good relationship with your volunteers.

10:15 a.m. - 10:30 a.m.


10:30 a.m. - 11:15 a.m.

Negotiation Strategies for CLE Professionals
Marty Latz, Latz Negotiations 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
Peter Berge, Minnesota CLE
Lucas Boling, The Missouri Bar

Learn how to maximize technology in your daily operations, programming, marketing, and website presence.

12:00 p.m. - 1:00 p.m.

Lunch (included for boot camp attendees)

1:00 p.m. - 1:30 p.m.

Technology and Publications - So Much Information and So Many Choices!
Kristin Huotari, Wisconsin Bar
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 p.m. - 2:15 p.m.

Back to Basics: Marketing
Josh Getman, MCLE New England

2:15 p.m. - 2:30 p.m.


2:30 p.m. - 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 even if you don’t have a publications department.

  • Hot topics
    Rob Seto, CLE Society of British Columbia
    Exchange ideas, problems, frustrations and solutions on the latest topics in moderated format.

  • In-House/Professional Development
    Betsy Hults, Jones Day, Bernadette Lawson, Shook, Hardy & Bacon L.L.P. 
    Gain an understanding of main challenges unique to in-house CLE, including how to work with external CLE providers.

  • Technology
    Peter Berge, Minnesota CLE; Lucas Boling, The Missouri Bar
    Join a question and answer discussion addressing challenges and ideas on the latest technology issues.

3:15 p.m. - 3:30 p.m.

The Voices of Experience
(Boot Camp Speakers)

3:30 p.m.


9:30 a.m. – 3:30 p.m. In-House Legal Training Deconstructed

IN-HOUSE AGENDA (ticketed)

9:30 a.m. - 9:40 a.m.

Registration and Welcome
Betsy Hults, Jones Day

9:40 a.m. - 10:00 a.m.

The Stork
Jan F. Majewski, Holland & Knight LLP
Discuss the many sources from which in-house program ideas come, how they occur, and special considerations
applied based on their source.

10:00 a.m. - 10:55 a.m.

The Accordion — A Systematic Approach to Program Development
Roger B. Curlin, III, Alliance CLE
Wyndolyn Tongee, Norton Rose Fulbright

Discover best practices in program communication, deadlines, and variables to create a system for bringing program ideas to fruition.

11:00 a.m. - 11:45 a.m.

The Nightmares
Stephanie Ball, Brownstein Hyatt Farber Schreck
Betsy Hults, Jones Day

Learn troubleshooting measures to handle the variety of challenges unique to in-house CLE.

11:45 a.m. - 1:00 p.m.

Networking Lunch (included for In-House attendees)

1:00 p.m. - 1:40 p.m.

The Audience
Donna M. Kramer, Sullivan & Cromwell LLP
Stuart Teicher, CLE Netshows

Gain an understanding of audience issues in attracting, engaging, and satisfying — focusing on issues from motivating attorneys to providing an audience for internal training.

1:40 p.m. - 2:15 p.m.

The Cast
Erica H. Larios, Wilson Sonsini Goodrich & Rosati
Bernadette Lawson, Shook, Hardy & Bacon LLP

Discuss best practices when interacting with faculty and program planners, including check lists, carrots, booster seats, communications, day of activities, and more.

2:15 p.m. - 3:00 p.m.

The Show
Adrienne Hope, Fox Rothschild LLP
Monica S. Mosley, Sutherland Asbill & Brennan LLP

Learn best practices before, during, and after the program to create an awesome event, including dealing with what you can (and can’t) get away with in your firm’s culture.

3:00 p.m. - 3:15 p.m. The Mirror
Adrienne Hope, Fox Rothschild LLP
Monica S. Mosley, Sutherland Asbill & Brennan LLP

Learn how to evaluate your program from how to design a great evaluation form to what to do with that knowledge.
3:15 p.m. Conclusion / Q&A with Faculty


1:00 p.m. – 4:15 p.m.

Add-On Pre-Conference Workshop (ticketed)

The Incredible Intangibles: Leveraging Brand, Reputation, and Trust to Create a Unique and Adaptable Competitive Advantage

David Shore, PhD, Harvard University
This practical session moves beyond simply documenting the value of brand, reputation, and trust-building to focus on how to build your organization’s capacity for trust. This practical session moves beyond simply documenting the value of brand, reputation, and trust-building to focus on how to build your organization’s capacity for trist and trustworthiness, and how your organization can translate that capacity into a trusted reputation and brand.

4:30 p.m. – 5:30 p.m.

SIG and Committee Chair Leadership Workshop (by invitation only)

6:15 p.m. – 7:30 p.m.

Welcome Reception Featuring the Legendary ACLEA Revue with a Tribute to ACLEA’s 50 years!

(open to all registered attendees)
Don’t miss your tuneful and fearless CLE colleagues celebrating our unique profession in an unforgettable (and short) one-time-only performance. Guaranteed to make you “Happy” as you embark on your evening activities. 

7:30 p.m.

First Time Attendees’ Dinner

(ticketed event by invitation)
This is a great opportunity for First Time Attendees to get to know fellow First Time attendees in an informal and relaxed environment.

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Sunday, August 3, 2014

7:00 a.m. – 8:00 a.m.

Healthy Fitness Options

Join your ACLEA friends for some exercise, fun and networking with one of three healthy fitness options:

  • Zumba
    Pam Wilson, State Bar of California
    Jump start your day with this easy to follow, Latin-inspired, calorie-burning dance fitness party.
  • Walking
    Joanne Hinnendael, New Hampshire Bar Association
    Take a leisurely walk along Commonwealth Avenue, around the Boston Public Gardens and through Boston Common.
  • Running
    Dave Will, Peach New Media
    Wake up with a refreshing run through Boston’s Back Bay neighborhood and along the Charles River.

8:00 a.m. – 5:00 p.m.

Member Services/Registration Open

8:30 a.m. – 9:30 a.m.

SIG Meetings —

Start the day by bringing your favorite morning beverage to a SIG meeting.

  • Executive Leadership
  • Publications
  • State & Provincial Bars (must be a SIG member)

8:30 a.m. – 9:30 a.m.

51st Mid-Year Planning Committee Meeting (by invitation)

8:30 a.m. – 10:00 a.m.

Networking Breakfast in Exhibit Hall

9:30 a.m. – 9:45 a.m.

President’s Welcome and Opening Announcements

9:45 a.m. – 10:00 a.m.

ACLEA’s 50th Anniversary — The Way We Were

George A. M. Herousx
How a small group of poorly paid but enthusiastic continuing legal education professionals shared experiences and innovations for the betterment of all expanding the quality of CLE throughout the country.

10:00 a.m. – 11:30 a.m.

Opening Plenary — Preparing People and Organizations for the Challenge of Change: Seven Critical Success Factors

David Shore, PhD, Harvard University
Gain an understanding of practical strategies for managing change, with a particular emphasis on overcoming resistance to change.

11:45 a.m. – 1:15 p.m.

Functional SIG Lunches


  • Executive Leadership
    Jennifer Dabson, American University Washington College of Law
    Kathryn Bellman, Nebraska State Bar Association

    Join a lively discussion of what is next on the horizon for CLE provision, and, then – back to the future – what past trends did you spot that did or did not pan out? 
  • Marketing — Conventional Marketing, New Marketing, Social Marketing, Un-Marketing: Please Someone Tell Us What Works!
    To segment or not to segment? To tweet or not to tweet? QR Codes—helpful or passé?  Brochures and catalogs, both or neither? Join peers that share your passion for (or anxiety about) all things marketing for a spirited discussion of this, and more.
  • Programming — Listening to the “Legal Pulse”
    Sigalle Barness,
    Adrienne Hope, Fox Fothschild LLP
    It’s imperative to stay attuned to the legal market regardless what side of programming you come from. This luncheon will invoke an interactive discussion relating to how various organizations determine program needs, identify current trends and how we can stay two steps ahead of the industry to provide the best educational content to our audiences.
  • Publications — Back to the Basics
    Daniel J. McMahon, New York State Bar Association
    Dawn McKnight, Colorado Bar Association

    Before deciding what e-book format(s) to publish in, you need a book. Let’s revisit our production procedures.
  • Technology — Using Website and Social Media to Drive Sales
    Discuss some of the ways to get potential customers to come to your website on a regular basis, including ways to implement these ideas.

1:30 p.m. – 2:30 p.m.

Workshops A

  • Making the Most of Your Content with the Help of a Content Strategy
    Laura Selby, CLEBC
    Hear about CLEBC’s experience in developing a content strategy to help unlock the potential of content through re-use, and work toward developing new or alternative revenue streams, becoming more efficient in content creation, and preparing content for the future.
  • Beyond the Paycheck: Low Cost Ways to Reward and Incentivize CLE Staff
    Cynthia Sharp, Esquire, The Sharper Lawyer
    Herb Rubenstein, Esquire, Leadership for Lawyers

    Learn at least TWENTY no cost/low cost ways to show meaningful appreciation to staff and leave equipped to implement creative and imaginative employee appreciation ideas.
  • Business as Usual — Seminar Selection Strategies that Work
    Terry Burnett, South Carolina Bar
    Rob Seto, CLE Society of British Columbia

    Discover techniques and strategies to help funnel new program ideas, adding a twist of fun, and gaining a new approach the business of seminars. 
2:30 p.m. – 3:00 p.m.

Networking Break in Exhibit Hall

3:00 p.m. – 4:30 p.m.

Workshops B

  • Digital Games Revolutionizing Workplace Learning?
    Joe LeBas, True Office
    Join us for a thoughtful discussion of the various decision points, deployment opportunities, and expected benefits of using game mechanics to facilitate better learning experiences for our audiences.
  • How to Say “No” and Save the Relationship
    Martin E. Latz, Latz Negotiation Institute
    National negotiations expert Marty Latz will provide you with techniques for delivering a “no” message that will also help you maintain a positive position with the other party. 
  • Building Better Lawyers: The Twin Pillars of Lawyer Wellness and Law Practice Management
    Helene Breene, Bar Association of Queensland
    Ann-Maree David, College of Law Queensland
    Una Doyle, Law Society of New South Wales
    Dick Edwards, New Zealand Law Society, CLE

    Get a snapshot of some innovative educational programs and new approaches for qualifying CLE activities and come away inspired and armed with a host of new program ideas.
  • Fewer, Shorter, Better: Effective Meetings and an Introduction to Huddles for Higher Performing Orgs
    David Shore, PhD, Harvard University
    On an organizational level, get an introductory framework and processes to save managers and executives one day a week, one week a month, and one month a year in unnecessary and unproductive meetings.
5:00 p.m. – 6:30 p.m.

ACLEA Reception

(open to all registered attendees)
Join your ACLEA colleagues at the Annual Reception. Tickets for registrants are included in your registration fee but you must RSVP. Tickets for guests are $30 USD per person. Please make your required reservations on your registration form.

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Monday, August 4, 2014

7:00 a.m. – 8:00 a.m.

Healthy Fitness Options

Join your ACLEA friends for some exercise, fun and networking with one of three healthy fitness options:

  • Yoga
    Bernadette Lawson, Shook, Hardy & Bacon LLP
    Join us as we focus on breathing and practice calming poses.
  • Walking
    Joanne Hinnendael, New Hampshire Bar Assoc.
    Take a leisurely walk along Commonwealth Avenue, around the Boston Public Gardens and through Boston Common.
  • Running
    Dave Will, Peach New Media
    Start your day with a refreshing run through Boston’s Back Bay neighborhood and along the Charles River.

8:00 a.m. – 9:00 a.m.

Committee Meetings

(open to all registered attendees)
Drop by one of these committee meetings to learn more about them, including volunteer opportunities!

  • MCLE
  • Exhibits & Sponsors
  • Membership
  • Public Interest Committee Meeting

8:00 a.m. – 9:30 a.m.

Networking Breakfast in Exhibit Hall

8:00 a.m. – 3:30 p.m.

Member Services/Registration Desk Open

9:30 a.m. – 10:45 a.m.

Plenary — The Future of Legal Education and What That Means for Continuing Legal Education

Moderator: Russell F. Hilliard, Upton & Hatfield, LLP
Dana M. Hrelic, Horton, Shields & Knox, PC
Una Doyle, Law Society of New South Wales
Alan Treleaven, Law Society of British Columbia
Richard Campbell, Campbell Campbell Edwards & Conroy
Thomas Lyons, Strauss, Factor, Laing, & Lyons

Members of the ABA Task Force, and international providers of CLE, will review and comment on the ABA’s Task Force on the Future of Legal Education report and its recommendations, with particular reflection on the impact such changes may have on the CLE in the future.

11:00 a.m. – 12:00 p.m.

Workshops C

  • Open for Business and the Business of Open
    Sarah Glassmeyer, CALI
    Learn how CLE organizations can use open law, open access, open source, and open educational resources and integrate them into our products without giving away the store.
  • The Best of CLE: Rapid-Fire Idea Sharing
    Hear great ideas and lessons learned from 15 of your ACLEA colleagues in the world of CLE, then seek out the presenters from whom you want to learn more and take a deeper dive with them about their idea!
  • Best Practices: E-conferences
    BJ Bates, BeaconLive
    Discover best practices for teleconferences, webinars, webcasts, and on demand video replays. Learn tips to help your speakers with both on and off camera presentations.
  • Association Management: Become More Efficient in the Workplace
    David Ewald, Ewald Consulting
    Laurie Krueger, Ewald Consulting

    Discuss the best methods to serve the different interests at play in any organization at the same time, while respecting positions, juggling priorities and allocating resources.

12:15 p.m. – 1:45 p.m.

Organizational SIG Lunches


  • Entrepreneurs
    Cynthia Sharp, The Sharper Lawyer
    Carole Levitt, Internet for Lawyers

    You’re invited to an open dialogue about enhancing ACLEA’s relationships with our vendor community. Develop new ideas geared to improving the Entrepreneurs Hall/Showcase and general conference experience for the exhibitors.
  • In-House/Professional Development
    Betsy Hults, Jones Day
    Bernadette Lawson, Shook, Hardy & Bacon LLP
    Monica S. Mosley, Sutherland Asbill & Brennan LLP

    Join an open discussion talking about what’s hot, what’s trending in CLE, and how you’re solving problems to make it happen!
  • Law Schools
    Jennifer Dabson, American Univ. Washington College of Law
    Heather Gore Liddell, Osgoode Hall Law School

    Discuss topics will include social media and marketing, limits and conflicts with University wide initiatives, strategic plans for developing alumni roster using linked in, etc.
  • Local & Specialty Bars
    Susan Blair, Nashville Bar Association
    Samantha Pringle, Cleveland Metropolitan Bar Association

    Come prepared to share a tip or strategy trick that you use in your shop in this lively discussion of the successes and challenges you’ve faced in your shop.
  • Nationals
    Matt Mickelson, National Business Institute
    Do you think it would be fun to build a CLE organization from the ground up? If so, come to the nationals lunch where in one short hour we will build a CLE startup!!!
  • State & Provincial Bars
    Karen Lee, Oregon State Bar
    Dawn Ofner, Legal Education Society of Alberta

    Join us for a networking lunch and open discussion with fellow SIG members. 

2:00 p.m. – 3:00 p.m.

Workshops D

  • Legal Publishers and Law Librarians
    Maryanne Jensen, Massachusetts CLE
    Mary Ann Neary, Boston College
    Amanda Merk, AccuFile

    Join two law librarians and a legal publisher as they share their ideas about how to work together, support each other, and collaborate to further the common goal of keeping the legal profession informed.
  • ACLEA/CLEreg “Meet and Greet”
    Take a break from the instructional sessions for an informal opportunity to learn more about the MCLE administrators and staff in jurisdictions where you apply for MCLE credit. This is a great way for face-to-face communications and Q&A.
  • Who Moved Their Cheese? Communicating Organizational Change to Stakeholders
    Moderator: Pamela Wilson, State Bar of California
    Kathryn Bellman, Nebraska State Bar Association
    Megan McNally, Washington State Bar Association

    Hear how three organizations managed the message when informing stakeholders of changes that would affect not only CLE but also broader organizational expectations as well.

3:00 p.m. – 3:30 p.m.

Networking Break in Exhibit Hall

Meet in lobby by 4pm

Fenway Park Networking Event

“America’s Most Beloved Ballpark,” Fenway Park, is a place where dreams are made, traditions are celebrated and baseball is forever. Uniquely nestled in the city of Boston, see the home of Red Sox Legends, Williams, Yaz, Fisk and Rice. Visit Pesky’s Pole and sit atop the world famous Green Monster which stands 37 feet 2 inches high overlooking leftfield. Experienced tour guides will provide an engaging, one-hour walking tour of Fenway Park. A private networking reception including food and beverage on the first base deck will follow the tour.

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Tuesday, August 5, 2014

8:00 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

8:00 a.m. – 9:30 a.m.

ACLEA Business Meeting & Breakfast (open to members)

9:30 a.m. – 10:00 a.m.

Networking Break in Exhibit Hall

10:00 a.m. – 10:45 a.m.

Exhibitor Wrap-up (exhibitors only)

10:00 a.m. – 11:00 a.m.

Workshops E

  • What’s So Difficult About Accrediting In-House Alternative Format Programming? Let Me Count the Ways!
    Gina Roers-Liemandt, Thomson Reuters
    Get an overview of the differences in the rules and learn tips to assist in gaining this challenging in-house credit type for your attorneys.
  • Online Publications — The Never-Ending Story
    Linda Russell, CEB
    Holly Garland Langworthy, Minnesota CLE
    Kristin Huotari, PINNACLE (Wisconsin)

    Three experienced legal editors and publishers compare their approaches to online publishing and bring us up to the date on the latest developments.
  • Technology — Slave or Servant: Is Technology Saving Time or Costing You Time?
    Paul Unger, Affinity Consulting Group
    Discover how to manage your daily tasks, as well as learn how technology can help you improve communication and even help you achieve your personal professional goals.
  • Recruiting, Confirming and Hiring Speakers and Authors with Forms, Benefits, Contracts, and Communication
    Moderator: Carol Levitt, Internet for Lawyers
    Mary McDonald, Texas Bar CLE
    Daniel J. McCarroll, KCMBA UMKC CLE

    Learn how to seek out the best speakers for your needs and find out why using a contract is a smart way to help avoid misunderstandings between CLE organizations and their speakers, writers, and vendors.

11:15 a.m. – 12:00 p.m.

Workshops F

  • Copyright and Trademark Issues in Publishing for CLE Providers
    Liz Janicki, West Academic Publishing
    Learn how to guide speakers and authors who are looking for answers to their trademark and copyright questions as you gain an understanding of your obligations as the provider of CLE.
  • Succession Planning: Beyond Theory
    Jennifer Flynn, Legal Education Society of Alberta
    Learn the must-have elements of an ideal plan and hear what actually worked best (and what didn’t) when implementing such a plan in the CLE context. Leave with a solid understanding of succession best practices and candid practical tips.
  • ACLEA Critical Issues Summit Group: CLE to Improve Lawyer Core Competencies
    Karen Litscher-Johnson, Illinois CLE
    Julia Orzeske, Indiana Commission for CLE
    Dan Levering, PACLE Board

    Join a discussion led by CLEreg administrators from Illinois, Indiana, and Pennsylvania about the evolution of and prognosis for competency-based learning and gain a better understanding of the similarities of course offerings to improve lawyers skills to practice.
  • “ACLEA’s Best” Showcase
    Visit with the individual winners of ACLEA’s Best Awards in an exhibit hall-like session to learn more about this year’s best programs, publications, marketing, technology, and more!

12:15 p.m. – 1:45 p.m.

Networking Lunch (ticketed)

2:00 p.m. – 2:45 p.m.

Workshops G

  • Copyright and Trademark Issues in Digital Media for CLE Providers
    Liz Janicki, West Academic Publishing
    Learn about licensing and permissions for the use of digital content, the Digital Millennium Copyright Act, and DMCA violations, the use of Cease and Desist letters and other methods to take down infringing content from Pirates (not of the Caribbean).
  • Effective Coaching Strategies for Top Performing CLE Teams
    Cynthia Sharp, The Sharper Lawyer
    Understand the basic skills to enable someone to coach herself or himself and to ultimately pass the knowledge and tools to team members with heavy emphasis on setting and achieving strategically defined goals as well as accountability measures.
  • Partnering with your Marketing and Business Development Colleagues: Opportunities, Challenges and Pathways to Success
    Heather V. Edes, Sullivan & Worcester LLP
    Leah E. Schloss, Sullivan & Worcester LLP

    Review the number of initiatives that are most successful when marketing and professional development teams build on each other’s expertise, examine some of the obstacles to effective collaboration, and share strategies and tactics for obliterating – or at least minimizing the impact of – any such obstacles.
3:00 p.m. – 4:30 p.m.

Closing Plenary — It’s the ACLEY’S!!

Join us as ACLEA members tell us the good, the bad, and the intriguing about the best business, management, and personal books they’ve recently read and possibly take home a copy of each book as an “award recipient” yourself!

6:00 p.m. – 10:00 p.m.

ACLEA Closing Reception: ACLEA Through the Decades

(open to all registered attendees)
Celebrate ACLEA’s 50th Annual Meeting through the ages!

Get psychedelic in the 1960s, show off your disco moves in the 1970s and step back in time to the totally rad 1980s. Themed attire welcomed!

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