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52nd Mid-Year Meeting, ACLEA SavannahACLEA's 52nd Mid-Year Meeting

Hilton Savannah DeSoto | Savannah, GA | January 30 - February 2, 2016

Mid-Year Meeting Schedule

Jump to: Saturday, January 30 | Sunday, January 31 | Monday, February 1 | Tuesday, February 2

Saturday, January 30, 2016

7:30 a.m. - 6:15 p.m.

Registration Open

8:00 a.m. – 3:30 p.m. CLE Boot Camp (ticketed)


8:00 a.m.

Breakfast and ACLEA Executive Committee Introductions

8:15 - 8:30 a.m.

Vince O'Brien, Minnesota CLE

8:30 - 9:15 a.m.

Programming Best Practices
Barron Henley, Affinity Consulting Group
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, Thomson Reuters 
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 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 - 10:30 a.m.


10:30 - 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 - 1:00 p.m.

Lunch for Boot Camp participants and First Time Attendees

1:00 - 1:30 p.m.

Technology and Publications - So Much Information and So Many Choices!
Kristin Huotari, State Bar of Wisconsin
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
Dawn Ofner, Legal Education Society of Alberta
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 - 3:10 p.m.

Roundtable Discussions

  • Publications
    Discover ways to produce, edit, market, and work with vendors to publish CLE even if you don’t have a publications department.

  • Hot topics
    Exchange ideas, problems, frustrations and solutions on the latest topics in moderated format.

  • In-House/Professional Development
    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
    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 - 3:30 p.m.

The Voices of Experience
(Boot Camp Speakers)

3:30 p.m.


9:00 - 10:15 a.m.

Old Town Trolley Tour of Savannah (ticketed) (Sold Out)

Travel back to another era as you tour Savannah’s most historic sites and beautiful treasures on the Old Town Trolley Tour. With its quaint country squares and many areas of historic interest, there is much to see and do in Georgia’s first city. This private 75-minute tour makes 16 stops and highlights more than 100 points of interest. After the tour, you have the ability to “hop-on/hop-off” any of the trolleys around town for the rest of the day.

3:30 - 4:30 p.m.
52nd Annual and 53rd Mid-Year Planning Committee Meetings (by invitation only)

4:30 – 5:30 p.m.

SIG and Committee Chair Leadership Workshop (by invitation only)

6:15 – 7:30 p.m.

Welcome Reception!

(open to all attendees)

7:30 – 9:30 p.m.
Past Presidents' Dinner (by invitation only)

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Sunday, January 31, 2016

7:00 – 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
  • Walking
    Alexandra Wong, The Law Society of Upper Canada
  • Running
    Jeff Kirkey, ICLE; Paul Unger, Affinity Consulting Group

8:00 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

8:30 – 9:30 a.m.

Networking Breakfast in Exhibit Hall

8:30 – 9:30 a.m.

SIG Meetings

  • Executive Leadership
  • Publications
  • State & Provincial Bars

9:30 – 10:00 a.m.

Opening Announcements and President’s Welcome

10:00 a.m. – 11:45 a.m.

Plenary: Emotional Intelligence for Successful Teams

Susan Sneider, New Vistas Consulting

Improve your organization’s results by learning to see, adjust for, and improve your team’s emotional intelligence. Together, we’ll conquer familiar situations, providing you with an action plan that will allow you to fulfill your team’s highest potential at work and at play, with staff and volunteers.

11:45 a.m. – 1:15 p.m.

Functional SIG Lunches (ticketed event — attendance open to all functional SIG members)

  • Executive Leadership: The Un-Programmed Luncheon
    Executive Leadership SIG members value the chance to spend some un-programmed time networking with peers over lunch. No program, no assignment, no homework. We’ll end lunch with a freewheeling discussion of the latest issues and trends in CLE and circulate those notes to the group for future reference.
  • Marketing: Approaches to Marketing in the Increasingly Paperless Environment
    Group discussion will cover what marketing ideas are working and suggestions for techniques groups might take back with them.
  • Programming: Making an Impact: CLE Programs Addressing Issues in the Legal Profession
    Attendees will benefit from a group discussion on how CLE programs can help make an impact on issues such as implicit bias, diversity and inclusion in the legal profession.
  • Publications: Current Trends
    Join a roundtable discussion of current trends in publications – come prepared to share what’s going on in your shop and hear from your peers.
  • Technology: Engage
    Discuss how ACLEA can use technology tools to better engage members between meetings.

1:30 – 2:30 p.m.

Workshops A

  • ACLEA's Legal Publishing Best Practices: A Fresh Approach to Old Standards
    Diane Morrison, State Bar of Texas
    Linda Russell, Continuing Education of the Bar - California

    Revisit the guidelines for producing high-quality legal publications with the developers of the guidelines. The committee members who created the best practices will share their insights into how things have changed since the standards were first drafted.
  • Training the Trainer — Revolutionize Your Approach
    Stephanie Ball, Best Best & Krieger
    Bernadette Lawson, Sedgwick LLP
    Learn to train your trainers to give motivational presentations that will engage your audience online and in-person. Participants will discover how to share high quality information in an engaging presentation that will stimulate a higher level of professional practice. Revolutionize your training program with tips and skills that will teach trainers to dynamically deliver content to attendees.
  • Freemium vs. Premium
    Tommy D. Preston, JR., American Bar Association Young Lawyers Division
    C. Edward Rawl, Jr., American Bar Association Young Lawyers Division

    Join us for a conversation about the possibilities and metrics to determine what you should charge for and what you should give away. We’ll explore how this decision intersects with content marketing, membership, discounts, and product bundling. We will also discuss changing societal and generational dynamics that have led to the need for this innovative model.
  • “It’s Not Me, it’s You” – How to Let Presenters Down Easy (and Other Awkward Situations)
    Michael Kahn, ReelTime CLE
    Chris Osborn, ReelTime CLE
    We’ve all been there. The program that didn’t go over so well. The vendor who won’t take “no” for an answer, and more. Let’s face it: delivering bad news is no fun, and most of us are not particularly good at it. This lively, interactive session offers an opportunity to consider the obstacles to delivering disappointing news and provides hands-on, from-the-trenches guidance to effective, considerate, and timely communication of these messages.

2:30 – 3:00 p.m.

Networking Break in Exhibit Hall

3:00 – 4:00 p.m.

Workshops B

  • 13 Things that Can Go “Bump” in Meetings and How to Make the Most of Them
    Vince O’Brien, Minnesota CLE
    An interactive session with hypotheticals and process tips to identify strange and “interesting” disruptors that happen during meetings. Gain strategies and best practices for making the most of your agenda and the disruptive events. Examples include: the repeater, the latecomer or absentee, and the hijacker.
  • Knowledge Management: How Much Time Do You Waste Each Day Looking for Information?
    Paul Unger, Affinity Consulting Group
    Stephanie Ball, Best Best & Krieger

    Knowledge management is about efficiently tapping into an organization’s intellectual capital. It refers to strategies, techniques, and tools used by an organization or law firm to capture, retain, analyze, organize, improve, and share data, information, and knowledge relating to the operation and administration of its business. There are many tools an organization can use that range from low to high budget. Learn about the different options, the cost, and the pros and cons.
  • 25 Totally Random Ideas that Just Might Help You and Your Organization Do Better
    Jeff Johnson, Minnesota CLE
    This session provides tips on a wide range of topics, from advertising to customer service, from faculty training to publications, from cost control to seminar development, and from market research to board relations – all in the hopes of giving you a few ideas that just might make your work life better and your organization more successful.
  • Filling the Gap
    Terry Burnett, South Carolina Bar
    Betsy Hults, Jones Day

    Join this interactive session to brainstorm ideas for improving cooperation between outside CLE providers and in-house professional development departments. We share customers, but can we avoid duplicating efforts? Is there a gap between the CLE that attorneys want and the programs offered locally? Share ideas and get tips for collaborating with providers outside your organization.

4:00 –4:15 p.m.

Networking Break in Exhibit Hall

4:15 –5:15 p.m.

Plenary: Core Business Innovation: How Coca-Cola and Others Transform Their Products

Carie Davis, Co-Founder of Your Ideas Are Terrible Consulting and former Global Director: Innovation and Entrepreneurship, The Coca-Cola Company

We all strive to continually improve our services, but how can we grow by monetizing our assets in new ways? Learn how large organizations use methods like lean startup for business model innovation across their core offerings. We’ll share case studies, methods, and tools you can apply today.

8:00 – 10:00 p.m.

Savannah Haunted Pub Crawl (ticketed event)

Come join knowledgeable and fully-licensed guides on an informative and humorous two-hour candlelight walking tour of Savannah’s pubs and taverns. You’ll enjoy Savannah’s strange history and both types of local “spirits” as you explore two types of Savannah’s time-honored traditions: ghost stories and alcohol. Alcohol is not provided or required, but definitely encouraged. Please bring your ID (driver’s license or passport) – bars in Savannah will card you regardless of age.

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Monday, February 1, 2016

7:00 – 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, Sedgwick, LLP
  • Walking
    Alexandra Wong, The Law Society of Upper Canada
  • Running
    Jeff Kirkey, ICLE; Paul Unger, Affinity Consulting Group

7:30 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

8:00 – 9:15 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

9:15 – 10:30 a.m.

Plenary: Aging in the Law: It's More than a Senior Moment

Avarita Hanson, Georgia Chief Justice's Commission on Professionalism

Aging lawyers are a hot topic opportunity for CLE programming. More than 10,000 Baby Boomers reach traditional retirement age daily. Join Avarita Hanson who co-chaired a ground-breaking inaugural CLE seminar at the Carter Center in Atlanta that addressed assisting lawyers in moving to another level or second season of practice, or transitioning out of practice altogether. Learn helpful, practical information on programming a CLE seminar addressing the issues of aging lawyers and their transition out of practice with dignity, not discipline.

10:30 – 11:00 a.m.


11:00 a.m. – 12:00 p.m.

Workshops C

  • Business Metrics: Ignore at Your Own Risk
    Martin Chait, State Bar of Texas
    Frances Donovan, Continuing Education of the Bar – California

    Were you told there would be no math? Do you make business decisions from your heart? Do your decisions flow solely from instincts? If so, attend this session to hear experienced CLE professionals discuss why metricsbased decision making is the best way to go.
  • Learning Management Systems
    Angel Graves, VI Desktop
  • Adam Stein, Micron Systems
  • Make the most of these systems by using them to create learning paths for attorneys and staff, while tracking CLE compliance. You can create CLE e-learning libraries as well as index CLE programs and materials. They can even help you with CLE program invitations, attendance sheets, evaluations, certificates of attendance, and verification.
  • Lawyers for Equal Justice: Update on Georgia’s Incubator Initiative, with a CLE Component
    Patrise Perkins-Hooker, State Bar of Georgia
    Hulett H. (“Bucky”) Askew, Georgia State University College of Law

    “Incubators” are experiential learning models for law students and lawyers. Georgia’s incubator is a partnership between the Georgia State Bar, Georgia’s law schools, and ICLE of Georgia. Panelists will describe how Georgia’s partnership developed and also provide an update on incubator initiatives in other jurisdictions.
  • Visually Speaking: Effective Design with Prezi and Infographics
    Sandra Montalvo, Savannah College of Art and Design
    Don’t let your presentation get lost in the air between you and your audience. Connect with them using more powerful visual aids. Learn how to make engaging infographics and dynamic presentations with familiar tools and some new ones too.

12:00 p.m. – 1:15 p.m.

Organizational SIG Lunches

(ticketed event — attendance for respective organizational SIG members only)

  • Entrepreneurs
    Join us during lunch when we will split our group into speaker and non-speaker tables to discuss how we prospect for clients and how we can help educate the new limited license legal technicians (LLLT). Share your best ideas and then discuss if/how to cross-market each other to increase our client outreach.
  • In-House/Professional Development
    The In-House SIG members always have excellent ideas to share, so come to our open discussion about what’s hot, what’s trending in CLE, and how you are tackling your most challenging issues. Let’s come up with solutions together.
  • Law Schools
    During this session we’ll discuss ideas and suggestions for getting your dean – especially a new dean – involved in your CLE program. Find out the best ways to make them understand how CLE departments are vital to a law school and more.
  • Local & Specialty Bars
    Differentiating our programs from the competition is key to our success. Join your colleagues to discuss strategies to set shops apart from the competition.
  • Nationals
    As the demands of our audience grow and expand, what type of initiatives can be put in place to ensure that we are providing quality programming that not only meets the needs of the professionals, but is also acceptable to the reporting agencies?
  • State & Provincial Bars
    Join our interactive discussion on three “bread and butter” topics for state and provincial bars: competition from online/on-demand programming, innovations in registration processing, and program material content delivery. Get updated from your peers regarding the status of these everyday programming issues in other jurisdictions.

1:30 – 2:45 p.m.

Plenary: The Mentor Leader

John Baker, Colorado Attorney Mentoring Program

John Baker will share his unique mentor leadership philosophy with you. You’ll learn the keys of mentoring leadership and why mentor leadership brings out the best in people. John’s approach is reminiscent of the days when every attorney was matched with a mentor from whom to learn the law. The objectives of John’s mentoring program are to promote professional pride and identity in the legal profession; to promote the pursuit of excellence in service to clients; and to promote strong relationships between the bar, courts, clients, law schools, and the public.

2:45 – 3:15 p.m.


3:15 – 4:15 p.m.

Workshops D

  • Taxonomy and Metadata
    Mike Sherlock, Delta Think
    Attend a follow-up to the San Diego discussion on enhancing search through taxonomies and metadata. What can a small organization do when there is little or no budget for specialist consultants? This in-depth session will cover useful and practical steps to improve search and discovery using the resources you have.
  • Coaching for CLE Credit
    John Baker, Colorado Attorney Mentoring Program
    John Baker provides the outline for developing a mentoring curriculum created by the mentee and mentor, while ensuring they cover certain subject areas necessary to satisfy the rules of professional conduct, professionalism, and civility.
  • Using Titles and Copy to Help Fill the Room: 10 Tips You Can Take Home with You
    Larry Center, Georgetown Law
    Jeff Johnson, Minnesota CLE

    Filled with pearls of wisdom and interactive exercises, Jeff and Larry will help you craft convincing session and program titles. They will reveal their “magic recipes” for writing brochure and email copy (hint: “benefits,” not “features”) that will call out to your attendees and pull them into the room.
  • Shift Happens: Restructuring for the Future
    Cindy Huss, ICLE
    Susan Munro, CLEBC

    Can restructuring break down silos and make your organization stronger and more effective? Explore how CLE organizations are shifting from the traditional production silo to a more collaborative model. Analyze the pros and cons of silos, the importance of change management, and how restructuring can provide opportunities to serve your customers better.

4:15 – 5:15 p.m.

International SIG Meeting (open to attendees)

The International SIG’s annual teleconference is where members catch up on the latest developments from their jurisdictions around the world.

6:00 – 9:00 p.m.

"Taste of Savannah"

Join us at Savannah’s first production microbrewery for a chance to sample some of the local brew and taste signature dishes from some of Savannah’s most popular restaurants. Tickets for registrants are included in the registration fee, but you must RSVP. Guest tickets are available for $75.

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Tuesday, February 2, 2016

7:30 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

8:00 – 9:30 a.m.

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

9:30 – 9:45 a.m.

Networking Break in Exhibit Hall

9:45 – 11:00 a.m.

Plenary: The Profession Speaks on the Foundations that New Lawyers Need to Practice

Alli Gerkman, The Institute for the Advancement of the American Legal System, University of Denver
Lawyers, judges, and clients have been consistent in their call for new lawyers who can hit the ground running. Bar associations and CLE organizations can play a role in bridging the gap between law school and law practice, but what are the competencies, skills, characteristics, and qualities that new lawyers need in order to be ready? In 2015, Educating Tomorrow’s Lawyers conducted a national study that asked lawyers that very question. More than 22,000 lawyers in 35 states responded, giving us a robust and meaningful view of the foundation new lawyers need to succeed. You will hear an overview of the survey results and how to identify the opportunities these results create for your organization.

11:00 – 11:15 a.m.

Networking Break in Exhibit Hall

11:00 a.m. – 12:00 p.m.

Workshops E

  • Is Your Content Safe?
    Judd Sneirson, Savannah Law School
    Learn how to protect your content in the new territory of the digital age. Join Professor Sneirson as he talks about the line between fair use and copyright infringement, with a focus on the Cambridge University Press case.
  • Nightmares of CLE
    Moderator: Stephanie Ball, Best Best & Krieger
    Schreck, LLP
    Alexandra Wong,The Law Society of Upper Canada
    Other Panelists To Be Announced

    There are lessons to be learned from epic fails during in-person and online CLE programs. As Murphy’s Law opines, “Anything that can go wrong will.” Our panel will present their own personal CLE nightmares and how they handled them without missing a beat and let “the show go on” with success.
  • Become a Mind Mapping Jedi!
    Dawn Ofner, Legal Education Society of Alberta
    Paul Unger, Affinity Consulting Group

    Mind mapping is an incredible thinking tool designed to help us brainstorm, make decisions, plan, prioritize, take notes, and present information. Learn how to mind map on a computer or mobile device to help you plan programs or publish content.
  • Rapid Authoring Tools in Play
    Mindy Thomas Fulks, Tennessee Bar Association
    Learn about some of the key functions being used in rapid authoring tools and how they can deliver CLE and e-learning. Along with the basics, this program will address content design. You will leave encouraged to explore more on your own. (This program is for beginners.)

12:15 – 1:30 p.m.

Networking Lunch (ticketed)

1:30 – 2:30 p.m.

Workshops F

  • Influencing Without Direct Authority
    Joe Steffen, Savannah State University
    Yes, you can make a difference even when you’re not the boss of everyone! Join us and learn how to leverage the power you have to strongly manage projects across organizational lines; improve your team’s esprit de corps; jump political hurdles; get your projects done; and influence the organization as a whole.
  • Email Marketing for the Rest of Us
    Rob Seto, CLEBC
    Adam Simpkins, CLEBC

    New to email marketing? Unlock the secrets to marketing success by knowing the metrics for evaluating email campaigns. You’ll learn what to measure and how to measure it, along with the benchmarks to target. This session includes tips for getting email messages opened and techniques for creating effective market segments.
  • Take Note! OneNote for Projects and Collaboration
    John Federico, Affinity Consulting Group
    Most of us own OneNote, but we have no idea how it can help us collaborate on projects or stay organized. Available on Windows, Mac and iOS, it is versatile, giving you and others access to notes and tasks from anywhere. Start using this technology to help with your note-taking and project management.
  • Business School for CLE: How Would a Corporate Strategist Look at the CLE Industry?
    Peter Berge, Minnesota CLE
    When we create our business strategies, the first thing we want to know is what any corporate strategist would want to know: what is the terrain of our industry? Porter’s Five Forces is how corporate strategists evaluate an industry. We will examine the Five Forces and how they help us better understand our CLE industry.

2:30 – 3:00 p.m.

Networking Break

3:00 – 4:00 p.m.

Workshops G

  • Fashion Alert: How Will Wearable Technology Affect CLE?
    Lucas Boling, The Missouri Bar
    Jeff Kirkey, ICL
    Thanks to Apple, Android, and Microsoft, wearable technology is advancing rapidly. Just as smartphones and tablets led to mobile-friendly CLE websites, wearable technology will undoubtedly impact the education we provide. From Google Glass to smartwatches, explore where the technology is headed and how to use it to your advantage.
  • The Wide World of Online Publishing
    Moderator: Kristin Huotari, State Bar of Wisconsin
    “Mama always had a way of explaining things so I could understand them.” We’ll make online publishing so easy to understand that even Forrest Gump could do it. Learn the different options with respect to formats, production, updates, and resources.
  • Pro Bono Partnership, Experiential Learning, and CLE Components
    Michael L. Monahan, Pro Bono Project, State Bar of Georgia
    Pro bono services and CLE programming can be a “winwin” for all involved. Learn how the State Bar of Georgia Pro Bono project successfully incorporated a CLE component into its attorney training model for pro bono services.

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