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ACLEA's 54th Annual Meeting Full Schedule - Descriptions
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ACLEA's 54th Annual Meeting Graphic

ACLEA's 54th Annual Meeting

Portland Marriott Downtown Waterfront | Portland, OR 97201 – U.S.A. | July 28 - 31, 2018

Annual Meeting Schedule

Jump to: Saturday, July 28 | Sunday, July 29 | Monday, July 30 | Tuesday, July 31

Saturday, July 28, 2018

7:30 a.m. – 6:15 p.m.

Member Services/Registration Desk Open

8:00 a.m. – 3:30 p.m.

New Member Orientation and CLE Boot Camp (ticketed event)


8:00 a.m.

Breakfast and ACLEA Executive Committee Introductions

8:15 – 8:30 a.m.

Rob Seto, Continuing Legal Education Society of British Columbia

8:30 – 9:15 a.m.

Programming Best Practices
Jeff Kirkey, ICLE
Determine how to balance the unique qualities of your CLE programming with the common best practices of others.

9:15 – 9:45 a.m.

What's a Credit and Why Should You Care
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 CLE Volunteers
Karen Lee, Oregon State Bar
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 – 10:30 a.m.


10:30 – 11:15 a.m.

Technology and CLE
Lucas Boling, The Missouri Bar
Learn how to maximize technology in your daily operations, programming, marketing, and website presence.

11:15 a.m. – 12:00 p.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.

12:00 – 1:00 p.m.

Lunch for first time attendees, Boot Camp and In-House attendees

1:00 – 1:30 p.m.

Best Practices for Publications
Amy McFadden, Illinois Institute for Continuing Legal Education
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
Karen Lee, Oregon State Bar
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.


2:30 – 3:15 p.m.

Roundtable Discussions

  • Publications
    Amy McFadden, Illinois Institute for Continuing Legal Education
    Discover ways to produce, edit, market, and work with vendors to publish CLE even if you don’t have a publications department.
  • Hot Topics
    Jeff Kirkey, ICLE
    Exchange ideas, problems, frustrations, and solutions on the latest topics in moderated format.
  • In-House/Professional Development
    Erica Larios, Wilson Sonsini Goodrich & Rosati Palo Alto
    Gain an understanding of the main challenges unique to in-house CLE, including CLE credit tracking, program development, delivering live and web-based programs to lawyers outside your home office as well as to clients, and how to work best 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.

Getting the Most Out of ACLEA
ACLEA Leadership
Learn about the structure of ACLEA, volunteer opportunities, the website and listservs, the resources and core curriculum, and how to connect with other members.

3:30 p.m.


3:30 – 4:30 p.m.

Phoenix Committee Meeting & Chicago Committee Meeting

4:30 – 5:30 p.m.

SIG and Committee Chair Leadership Workshop (by invitation only)

5:30 – 7:00 p.m.

Welcome Reception (open to attendees)

7:00 – 9:00 p.m.

Optional Dine-Arounds

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Sunday, July 29, 2018

7:00 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

7:00 – 8:00 a.m.

Healthy Fitness Options

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

  • Running
    Karen Lee, Oregon State Bar
  • Walking
    Alix Wong, Law Society of Ontario
    Join us for a leisurely walk around the area.
  • Zumba
    Pam Wilson, California Lawyers Association
    Jump start your day with Zumba! Don’t miss out on this easy-to-follow, Latin-inspired, calorie-burning dance fitness party. No experience needed – just grab your workout shoes and join us.

8:30 – 9:30 a.m.

SIG Breakfast Meetings
Grab some breakfast in the exhibit hall and join one of the following Special Interest Group meetings for insights into emerging issues, trends, and topics related to the industry:

  • Executive Leadership
  • Publications
  • State and Provincial Bars

9:30 – 10:00 a.m.

President’s Welcome

10:00 – 11:00 a.m.

Plenary: The Power of Strengths – Stop Trying to Fix Weaknesses and Focus on What You Already Do Best
Darien Fleming, Impossible Guru
Are you aware of your own natural talents and abilities? Gallup’s research has found that when people learn how to consciously apply their strengths to their goals and tasks, their ability to perform with excellence increases substantially. The better you can apply your natural talents and abilities to your work, the greater your potential to consistently act with more confidence, direction and engagement. If you want to build more joy, productivity and motivation into your career, be more of who you are already and do more of what you do best. Join us, where together we will begin to identify your unique talents and explore the power of strengths and strengths-based development.

11:00 – 11:15 a.m.

Networking Break in Exhibit Marketplace

11:15 a.m. – 12:15 p.m.

Plenary: A Brave New World: Artificial Intelligence and the Practice of Law
Andrew Arruda, CEO and Co-Founder of ROSS Intelligence
Learn what artificial intelligence is, how it's already changing industries such as health, finance, and transportation and where things are heading with AI within the legal profession. Spoiler alert! Lawyers are not getting replaced by robots.

12:15 – 12:30 p.m.


12:30 – 1:45 p.m.

Functional SIG Lunches (Ticketed Event – Attendance open to all functional SIG members)

  • Executive Leadership
  • Marketing
  • Programming
  • Publications
  • Technology

2:00 – 3:00 p.m.

Workshops A

  • A1. The Power of Strengths – Stop Trying to Fix Weaknesses and Focus on What You Already Do Best
    Darien Fleming, Impossible Guru
    We now know that leaning into your natural talents and abilities can have a huge impact on your productivity and overall job satisfaction. But what do these StrengthsFinder results actually mean?  What are you supposed to do with these results? Join us as we explore the 34 StrengthsFinder Talent Themes in more depth. Together we will establish a plan of action for developing your identified talents and turning them into strengths.
    Note: This session relies on the principles of the Clifton StrengthsFinder Assessment. It is not necessary to have taken the Assessment to attend this session, but it is strongly encouraged.

    Please follow the instructions below to take the Clifton StrengthsFinder assessment and discover your strengths.
    1. Visit
    2.  Purchase Top 5 Clifton Strengths Access for $19.99
    3. Follow the onscreen instructions to create a Gallup Strengths Center account.
    4. Once registered, you will be able to take the Clifton StrengthsFinder assessment. Please give yourself 45 minutes of uninterrupted time to complete it.  There are NO wrong answers - go with your gut!
    By purchasing the Top 5 Clifton Strengths Access, you’re entitled to a free copy of the StrengthsFinder 2.0 e-book, which will help you understand the StrengthsFinder assessment and the 34 themes. To download the e-book, sign in to your account and click Download My E-Book on your dashboard.    

  • A2. Subscription and Bundling Strategy 101: One Size Doesn’t Fit All
    Conor Jensen, TexasBarBooks
    Leslie Sinner McEvoy, MN CLE

    While there are no paint-by-numbers schemes to transforming your revenue streams through bundles or subscription plans, two CLE shops will share their successes in building their own version of e-commerce “unicorns." Come learn about the challenges you may face, and why all the trouble might be worth it.
  • A3. Improve Your Productivity with Alexa & Google Assistant
    Jeff Kirkey, Institute of Continuing Legal Education
    Harness virtual assistants to streamline your day-to-day CLE tasks. From scheduling meetings to getting reminders of items on your to-do list; from researching potential contributors to buying office supplies, you'll learn which assistant has the features you want and how to get the most out of each one.
  • A4. Artificial Intelligence: Will it Replace Lawyers?
    Moderator: Paul Unger, Affinity Consulting Group
    Andrew Arruda, ROSS Intelligence
    Matt Scherer, Littler Mendelson, PC

    Does the idea of Artificial Intelligence terrify you? Especially after hearing this morning’s keynote presentation from ROSS CEO Andrew Arruda? Hear more from Andrew, as well as local Portland lawyer Matthew Scherer as they discuss the pros and cons of AI, and how it will affect CLE providers

3:00 – 3:30 p.m.


3:30 – 4:30 p.m.

Workshops B

  • B1. Seize the Opportunity as More States Require Diversity and Inclusion, Mental Health, and Substance Use Disorder Credits
    Gina Roers-Liemandt, American Bar Association
    Morgan Smith, Dykema Gossett PLLC

    Diversity and inclusion, mental health issues, and substance use disorder prevention are getting more attention from the profession and CLE regulators have taken note. With attorneys in more states now required to take programming on these topics, how can CLE providers meet the requirements and, even more important, offer useful educational programming? Get best practices and suggestions for creating engaging, beneficial, and accreditable programs that lawyers will want to attend.
  • B2. Rapid-Fire Tech Tips
    Mary DeSpain, Alaska Bar Association
    Mark Rosch, Internet for Lawyers
    Additional Panelists to be Announced

    Finding the right technology tools among the sea of possibilities isn’t always easy. We’ve asked some of ACLEA's most tech-savvy members to share their favorite software, hardware, apps, gadgets, utilities, and Web sites. Laptop or desktop, phone or tablet, office or home, they’ll share their top choices that help them be more productive; work better, faster, cheaper; or otherwise help to take some of the stress out of their day.
  • B3. Assessing Credibility and Emotions
    Michael Johnson, Clear Law Institute
    In this session, you will learn what scientists have found are the best way to assess other's credibility and emotions. By examining videos, transcripts, and online reviews, you will learn:
    • Which verbal content, verbal style, facial, and body cues are associated with deception, and which are not;
    • Which facial and body cues are associated with certain emotions;
    • When it's better to negotiate face to face vs. by email or text;
    • Questioning strategies designed to encourage honesty and to make it harder for people to be deceptive.
    In this thought-provoking and practical program from former U.S. Department of Justice attorney Michael Johnson, you will learn scientifically validated methods for detecting credibility and emotions.
  • B4. The Professional Duty of Self-Care
    Joseph E. “Buddy” Stockwell III, Judges and Lawyers Assistance Program, Inc.
    This presentation identifies mental health and wellness challenges while practicing a profession within stressful environments. It also offers real solutions and strategies to reduce stress and lower the risk of developing mental health issues over time. The practice of self-care is now being recognized as necessary to ensure that professionals are happy and healthy in order to deliver top-quality services to their clients.

4:30 p.m. – 6:30 p.m.

(PLI) Reception and CLEreg Mixer

6:30 p.m.

Optional Dine-Arounds

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Monday, July 30, 2018

7:00 a.m. – 5:30 p.m.

Member Services/Registration Desk Open

7:00 – 8:00 a.m.

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

  • Running
    Karen Lee, Oregon State Bar
  • Walking
    Alix Wong, Law Society of Ontario
  • Yoga
    Elissa Meyer, Minnesota CLE

7:45 – 9:15 a.m.

Networking Breakfast in Exhibit Marketplace

8:00 – 9:00 a.m.

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

  • Exhibitor and Sponsor Committee
  • MCLE

9:15 – 10:15 a.m.

Workshops C
  • C1. The Downs and Ups of Building a CLE Curriculum for Clients
    Keisha Channer, Sidley Austin LLP
    Bernadette Lawson, HighQ

    The stock market crash in 2008 left many working in a non-billing role in big law scrambling for a way to keep their jobs. PD had to get creative. While Keisha and Bernadette were in slightly different positions, they concluded that if they could draw a connection from their work to their respective firms’ client bases, they might be spared. From those somewhat desperate roots, many client CLE training curricula were born. Ten years later, they continue to be involved in fine-tuning client CLE offerings. Come hear about their pratfalls and pyrrhic victories in developing a client curriculum.
  • C2. Publications in a Digital Age: Staying Relevant and Current
    Melanie Hagan, Institute of Continuing Legal Education
    Chris Reilly, Virginia CLE
    Ann Vaden, DC Bar CLE

    Print sales continue to decline as attorneys find their content online. In response, many CLE Providers have migrated from print publications to online publications. Hear from several providers who will share their insights, perspectives, and wisdom on how publications can stay relevant in a digital age. What are the pros and cons of online publications? Are print publications really dead or is there still a demand?
  • C3. App Buffet
    Lucas Boling, The Missouri Bar
    Susan Damron, Oklahoma Bar Association
    Wendy Wiley Willett, USC Gould School of Law Continuing Legal Education

    Mobile event apps can change the way you get information to your audience before, during, and after an event. They offer the promise of seamless distribution of materials and information, as well as facilitating additional interactions among attendees. But are they really worth the effort for CLE organizations? Hear what your colleagues real-world experiences have been using mobile apps to promote and manage their events.
  • C4. It’s a Boat! It’s a Plane! It’s a CLE Program!
    Annette C. Buras, Louisiana State Bar Association
    Peggy Lukken, University of Missouri-Kansas City School of Law
    Erin Monahan, Trial Lawyers Association of British Columbia

    Destination CLEs are all the rage—and for good reason! They are an excellent opportunity for your members to go on vacation while getting CLE and having fun doing it. BUT, is it all it's cracked up to be? Our panelists will discuss the good, bad and ugly of planning and offering destination CLE programs, including cruises and CLEs abroad.

10:15 – 10:30 a.m.


10:30 – 11:30 a.m.

Workshops D

  • D1. Inquiring Minds Want to Know: What Motivates a Lawyer to Attend Your CLE Event?
    Moderator: Kes Joerg, Oregon State Bar
    Nena Cook, Ater Wynne LLP
    Gregory Harris, Harris & Bowker LLP
    Vanessa Nordyke, DOJ Trial Division
    Travis J. Benn, Finastra USA Corporation

    Ever wonder what lawyers want in a CLE Program? Is it their reporting year and they just need credit? Is their preference to attend a CLE event in-person or via distance learning? Is the length of the seminar important? What kind of diversity are they looking for in a panel? Gain insight into these burning questions by attending a fireside chat with a panel of Portland lawyers who will share their various perspectives on what really motivates them to attend a CLE event.
  • D2. Does Social Media Really Work?
    Lucas Boling, The Missouri Bar
    Susan Damron, Oklahoma Bar Association
    Whether it is used to market programs, disseminate important legal developments, or make major organization announcements, our experts will share how they engage their members and customers on social media (Facebook, Twitter, Instagram, and others). Our panelists will explain whether lawyers use social media differently than other professions, and provide important metrics that you need to know to determine whether social media actually works.
  • D3. Remote Leadership: Being Present in a Digital World
    Donita Douglas, InReach
    Betsy Hults, Jones Day
    Mindy Thomas Fulks, Tennessee Bar Association
    More and more organizations choose not to have central offices these days, but rather have their staff work from home or in small satellite offices around the state or province. Working from home is one thing… leading from home is quite another. Join our panel as they discuss best practices on leading from a distance, and working from a home or satellite office.
  • D4. The Price Is Right!
    Terry Burnett, South Carolina Bar – CLE Division
    Dennis Cuevas, District of Columbia Bar
    Sarah Fluke, State Bar of Arizona
    Linda Kruschke, Oregon State Bar
    Megan Lefebvre, Minnesota CLE
    Jill Mayer, Ontario Bar Association

    Need ideas on how to price your publications, CLE programs and sponsorship opportunities? Join us for a face-paced roundtable discussion and learn from colleagues what works, what doesn’t and what to try. Be prepared to share and walk away with new ideas on pricing your products!

11:30 – 11:45 a.m.


11:45 a.m. – 1:00 p.m.

Organizational SIG Lunches (Ticketed Event – Attendance for respective organizational SIG members only)

  • In-House/Professional Development
  • Law Schools
  • Local and Specialty Bars
  • Nationals
  • State and Provincial Bars
  • Vendors and Speakers

1:15 – 2:15 p.m.

Plenary: How Binge Watching Affects CLE and Learning
Tong (Jow) Lu, Ph.D., Wharton School of Business, University of Pennsylvania
The phrase “Netflix and chill” may apply to more than just a lazy Friday night on the couch, remote in hand. New research from the Wharton School of Business examines the effects of heavy content consumption in the context of online learning.

2:15 – 3:00 p.m.

Oh, it’s You!  I Never Knew…
Join us for a fun & fast paced activity where you’ll learn more about your ACLEA pals and make new connections.

3:00 – 4:00 p.m.

Plenary: Ten Ways that Embracing Your Vulnerabilities Increases Your Success at Work
Kris Macchiarola, President & Owner, KMACC Solutions, LLC
Kris Macchiarola presents a compelling and heartfelt narrative on how embracing your vulnerabilities increases your success at work. The session will include powerful stories, research, and real-life examples of successes to emulate. Attendees will gain a deeper appreciation for how to start peeling back the layers of vulnerability. Your future career success depends on your willingness to embrace vulnerability so you can move the needle from good to great.

4:00 – 4:15 p.m.


4:15 – 5:15 p.m.

International SIG Meeting (open to all attendees)

4:15 – 5:15 p.m.

Membership Committee Meeting

7:00 – 9:30 p.m.

Offsite Networking Event
Hop across the Willamette River and join us for an evening of good eats and engaging exhibits at the Oregon Museum of Science and Industry (OMSI). Tickets to this event are included in your registration fee, but we ask that you RSVP. Guest tickets are available for $75.

Tuesday, July 31, 2018

8:00 a.m. – 12:00 p.m.

Member Services/Registration Desk Open

8:00 – 9:30 a.m.

ACLEA Business Meeting & Breakfast (open to all ACLEA members)

9:30 – 10:00 a.m.


10:00 – 11:00 a.m.

Workshops E

  • E1. MCLE Today: Let’s Talk – A Session with CLEreg
    Dan Levering, Pennsylvania CLE Board
    Karen Litscher-Johnson, Board of the Supreme Court of Illinois
    Dawn McKnight, Colorado Supreme Court
    Andrew Ottiger, Practising Law Institute

    Become a better-informed provider by hearing from the regulators directly! The highlight of this special joint ACLEA/CLEreg session is a conversation featuring three thought leaders from the MCLE regulatory world. What is their reasoning in the accreditation decision? What are they looking for in applications? What are the red flags? What are their thoughts on stand-alone MCLE requirements? What are their thoughts on trending CLE topics such as technology, LPM, and diversity? Where are the rules going? Learn what you wanted to know about current MLCE issues but may have been afraid to ask.
  • E2. Don’t Fence Me in: Breaking Out of the Silo Effect and Creating an Effective Content Strategy
    Sara Crumb, Washington State Association for Justice
    Angelita Manzares, Washington State Association for Justice
    Lalla Shishkevish, Institute of Continuing Legal Education

    In this presentation, you will hear two perspectives on how to tear down the “silo walls” and move toward an effective content and delivery strategy. Our faculty come from two vastly different shops (a medium-sized specialty bar association, and a large institute CLE provider), so no matter what organization you are coming from, you are sure to take away tips and strategies for your CLE!
  • E3. Marketing Your CLEs – What’s New and What’s Tried and True
    • Heather Gore-Lidell, Osgoode Hall Law School
    You developed a wonderful CLE program or publication, but how do you spread the word to your members and potential customers? Your colleagues will provide practical tips, checklists, and examples of successful marketing pieces used, including those “old” techniques that are making a comeback, such as phone calls, flyers, print brochures, etc.
  • E4. From Ordinary to Extraordinary – Planning Unique and Unusual CLE Programs
    Moderator: Sarah Fluke, State Bar of Arizona
    Planning unique and unusual CLE programs can be fun but are they actually worth it? Bring your best ideas and join the group in a brainstorming session of what’s worked, what hasn’t, and where to go from here.

11:00 – 11:15 a.m.


11:15 a.m. – 12:00 p.m.

Plenary: CLEDtalks
We’re all familiar with TED talks, those terrific short speeches that present “Ideas Worth Spreading” in 18 minutes or less. So we decided to bring CLED talks to ACLEA! Join some of our own members and other professionals to hear their insights on:

  • Time Management – Tom Howe, Howe and Associates
  • Work-Life Balance – Bernadette Lawson, HighQ, Inc.
  • Motivation at Work – Michael Kahn, ReelTime CLE

12:00 p.m.

Event Concludes

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