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2020 ACLEA Mid Year Meeting Schedule
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ACLEA's 56th Mid-Year Meeting

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Schedule is subject to change.

Friday, January 24, 2020

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 Introductions

8:15 a.m. – 8:30 a.m.

Welcome by Rob Seto, Continuing Legal Education Society of B.C. 

8:30 a.m. – 9:15 a.m.

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

9:15 a.m. – 10:00 a.m.

What is 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.

10:00 a.m. – 10:30 a.m.

Tips for Working with Contributors
Elissa Meyer, Minnesota CLE
Learn helpful tips for working with contributors, including best practices, pitfalls to avoid, and how to maintain a positive relationship with your contributors.

10:30 a.m. – 10:45 a.m.


10:45 a.m. – 11:30 a.m.

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

11:30 a.m. – 12:15 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.

12:15 p.m. – 1:15 p.m.

Lunch for Boot Camp Participants and First Time Event Attendees

1:15 p.m. – 1:45 p.m.

Publications Best Practices
Tim Slating, Illinois State Bar Association 
Discover the latest trends in publications and some key pointers that you’ll need if you’re joining an existing publications department or starting to publish.

1:45 p.m. – 2:30 p.m.

Hacking Through the CLE Marketing Jungle: Tips for Beginners
Karen Lee, Oregon State Bar
Gain a basic understanding of marketing principles and practice tips specific to CLE.

2:30 p.m. – 2:45 p.m.


2:45 p.m. – 3:15 p.m.

Roundtable Discussions

  • Publications
    Tim Slating, Illinois State Bar Association
    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
    Kess Joerg, Oregon State Bar
    Jeff Kirkey, Institute of Continuing Legal Education
    Alexandra Wong, Law Society of Ontario
    Exchange ideas, problems, frustrations, and solutions on the latest topics in moderated format.
  • In-House/Professional Development
    Keisha Francine Channer, Sidley Austin LLP
    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.

Getting the Most Out of ACLEA
Lucas Boling, The Missouri Bar and Alexandra Wong, Law Society of Ontario
Structure of ACLEA, volunteer opportunities, using the website and listservs, connecting with other members, the resources and core curriculum, etc.

3:30 p.m.

Course Evaluations and Adjourn

12:00 p.m. – 1:00 p.m.

First Time Attendee & New Member Luncheon (R.S.V.P. recommended, open only to New Members)

5:00 p.m. - 6:30 p.m.

Networking Reception

6:30 p.m.

Optional Dine-Arounds (meal and transportation at individual’s expense)

7:00 p.m. - 9:00 p.m.

Past Presidents’ Dinner

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Saturday, January 25, 2020

7:00 a.m.– 5:00 p.m.

Registration/Member Services Desk Open

7:00 a.m. – 8:00 a.m.

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

  • Running
  • Walking
  • Zumba
  • Meditation

7:00 a.m. – 8:30 a.m.

Networking Breakfast in Exhibitor Marketplace

8:30 a.m. – 9:45 a.m.

Welcome & Plenary

Influential Conversations: Building Bridges and Creating Connections
Evelyn Williams, Teaching Professor, Leadership, Teams & Innovation, McDonough School of Business, Georgetown University

Plenary Description

This plenary session explores influence strategies that will help ACLEA members get things done with and through other people. Participants learn reliable, time-tested plans for getting cooperation from those who command the resources, information, or support they need. Whether it's coaching an employee toward a particular strategy or convincing a superior of a specific solution, the session will discuss how to negotiate and persuade using the currencies people value most in their own day-to-day work life. Focus on techniques that can turn others into allies—particularly those whom participants have little to no authority over.

9:45 a.m. – 10:00 a.m.

Networking Break in Exhibit Marketplace

10:00 a.m. – 10:50 a.m.

Workshops A

A1. Programs with Punch!
Heather Gore Liddell, York University; Bridgett Shephard, Colorado Bar CLE

A1 Session Description

While many CLE providers offer a variety of programming options, full- or multi-day programs are the ‘bread and butter’ for many organizations. These intensive programs often have a more powerful impact – both on the learner and to the organization’s bottom line. This session will explore strategies to make your programs stand out among the competition and get the most ‘punch’.

Learn how to make your programs unique in your market:

  • Creative Compliments: Innovative “Value-Adds” that will Grab Attendees’ Attention
  • Building Something Bigger: Bundling, Certificates, and Series Programs 
  • Taking Advantage of Interactive Learning Options, Including Technologies

A2. Out of One, Many: The Latest Challenges and Successes in Single-Source Publishing
Carol Chapman, State Bar of Wisconsin; Conor Jensen, State Bar of Texas; Amy McFadden, Illinois Institute for Continuing Legal Education

A2 Session Description

Panel discussion and Q&A on overcoming recent challenges of single-source publishing to produce print, downloadable, and online products from one set of files.

A3. Influential Conversations: Building Bridges and Creating Connections, Part 2
Evelyn Williams, Georgetown University

A3 Session Description

In this interactive break-out session, participants will build upon strategies learned during the plenary session. By attending this session, you will enhance your skills and gain confidence in your ability to have influential conversations with others.

10:50 a.m. – 11:10 a.m.

Networking Break in the Exhibitor Marketplace

11:10 a.m. – 12:00 p.m.

Workshops B

B1. Beyond CLE: CE Credit for Allied Professionals and the Lawyer Collecting Acronyms
Andrew Ottiger, PLI

B1 Session Description

A growing number of lawyers are acquiring professional licenses and certifications in addition to their JD.  Examples include CPA, CFE, CFP, CIPP, SHRM-CP, and many more. These licenses and certifications all have their own specific Continuing Education (CE) requirements.  Learn what these certifications are and how your program can be accredited for more than just CLE credit.

B2. The Essence of Leadership
Larry Center, Center Leadership Coaching, LLC

B2 Session Description

Great CLE organizations are imbued with excellent leadership.  What is the "essence of leadership?" If we knew the one correct answer to that question, we would all implement the agreed on "best practices" and spend our CLE careers as exemplary leaders - in our bar associations, in our law schools and in our law firms and government agencies. Unfortunately, there is no single simplistic route to becoming an admired and respected leader. But there ARE proven pathways. There are helpful hints. There are tested paradigms. These can all point us in the right direction as we undertake our own unique leadership journeys. During this fast-paced, interactive presentation, former ACLEA president Larry Center will share a lifetime of leadership wisdom, boiling his own learning down to its essence.

With Larry as our guide, we will be reminded of these truths:

  • Leadership is an inside-out process
  • Leadership is more about being than about doing Leaders model the "Two C's:" Character and Competence Great leaders don't just focus on their behaviors, they focus on their attitudes We can all be leaders - every day in all corners of our lives, if we see ourselves as leaders!

B3. Sink or Swim: Saving CLE and the Wave of Bar Breakups
Lisa Deane, State Bar of Arizona; Pam Wilson, California Lawyers Association
Jeanne Heaton, Illinois State Bar Association

B3 Session Description

Grab your life jacket, whether it is through legislative action or a court decision, inroads are being made in breaking up mandatory bar associations into regulatory and non-regulatory groups.  Don’t think you can just ride the waves on this one; being prepared for these forced break-ups is imperative. This session will address the tsunami of current lawsuits and pending legislation; how CLE bar association professionals should have a plan in place NOW should this happen to your organization, and how other CLE organizations and professionals make take on a little water with this change. 

12:15 p.m. – 1:15 p.m.

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

  • Executive Leadership
  • Marketing
  • Programming
  • Publications
  • Technology

1:30 p.m. – 2:20 p.m.

Workshops C

C1. No Need to Call Saul: Law School for the Nonlawyer
Ronald J. Coleman, Georgetown Law; Laura Cox, Association of Corporate Counsel

C1 Session Description

Didn’t have time for law school? Well then get ready to (ex) parte! Join us for a fast-paced, interactive session designed to give you a glimpse into the law school experience. Drawing upon both the domestic and international perspectives, the session will provide insights on legal education, substantive legal topics, and the legal system more generally. Bring all the questions you always wanted to ask and gain helpful information for planning your next slate of programs!

C2. CLE Compliance — Risky Business?
Brandi-Leigh Miller, Cooley LLP

C2 Session Description

Is attorney compliance the organization’s responsibility, a lawyer responsibility or both? In this session, we will discuss the risk management issues around attorney CLE compliance and the impact they may have on the business and ultimately, the bottom line. Take away best practices, tips and practical ways to stay out of hot water while creating a culture of compliance within your organization.

C3. The Secrets to Creating Courses that Dazzle: Practical Tips for Incorporating Instructional Design Principles Into Your CLE Programs!
Shannon Henrie, State Bar of Arizona

C3 Session Description

Not all subject matter experts are effective educators. This is the central challenge that CLE course programmers face — how to create effective learning. In this session we will illuminate the principles and best practices of instructional design with a focus on how they can be applied in the continuing legal education context.  You will gain a new appreciation of what you are doing right and what more you can do to help your instructors shine. Join us for an energized re-boot of your instructional mindset!

2:20 p.m. – 3:00 p.m.

Networking Break in the Exhibitor Marketplace & Public Interest Donation

3:00 p.m. – 3:50 p.m.

Workshops D

D1. Cybersecurity and Data Breaches
Mark Lanterman, Computer Forensic Services

D1 Session Description

You’ve read the headlines. Unfortunately, the question now is not if your information is going to be stolen, but when. Mark Lanterman will be discussing recent high-profile cybercrime events, including website breaches impacting a variety of organizations and sectors. Mark will also discuss particularly dangerous types of cyberthreats including phishing and the risks posed by connectivity of the Internet of Things.

D2. Successful CLE Applications – Strategy and Best Practices to Get the Most for Your Accreditation Dollar
John E. Murphy, Thomson Reuters

D2 Session Description

Ensuring the widest available CLE coverage for your course is no day at the beach. You must understand the compliance landscape to ensure you are following the regulatory guidelines, while minimizing your time and expense to process session accreditation.

Join this presentation to learn:

  • What states allow you to post-apply based on attendance requests?
  • What states allow your attendees to self-apply for credit, when you can’t (or won’t)? 
  • What states offer reciprocal credit to your attendees? 
  • What differences are there for in-house, government, and public providers in this area?
  • Systems/software I use to make application and reporting more efficient.
  • Can I just get someone else to do this for me?

D3. Video Trends to Enhance and Promote Your Content
Brandon Haynie, InReach; Stuart Teicher, Teicher Professional Growth

D3 Session Description

Learn ways to enhance all things video in CLE.  Whether it be recording a program, marketing, or just plain ole customer engagement, in this session discover tips, tricks, and trends that are easy, affordable, and you can implement today.

4:00 p.m. – 4:50 p.m.


The Impact of the Dark Web
Mark Lanterman, Computer Forensic Services

Plenary Description

The Dark Web poses an increasingly large number of complicated cyber risks. From phishing schemes to high-profile murder cases, the Dark Web now plays a role in aiding criminal activity. Mark Lanterman will provide a tour of the Dark Web and demonstrate its impact on cybercrime. He will also discuss best security practices in light of risks presented by the Dark Web.

5:00 p.m. – 6:00 p.m.

International SIG Meeting (open to registered attendees)

6:30 p.m.

Offsite Networking Event: Intuition Ale Works Bier Hall

Address: 929 E Bay St, Jacksonville, FL 32202

Included in regsitration, additional tickets may be purchased for $75 each.

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Sunday, January 26, 2020

7:00 a.m. – 5:00 p.m.

Member Services/Registration Desk Open

7:00 a.m. – 8:00 a.m.

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

  • Running
  • Walking
  • Yoga

7:30 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 all registered attendees)

  • Exhibits & Sponsors
  • Membership 
  • Executive Leadership
  • State and Provincial

9:00 a.m. – 9:25 a.m.

ACLEA General Business Meeting

9:25 a.m. – 11:00 a.m.

Announcements & Plenary

Understanding and Navigating the Multigenerational Workplace
Mark Taylor, M.S.W., Ed.D., President, Taylor Programs

Plenary Description

Today’s workplace can be an exciting, though not always harmonious, mixture of four generational cohorts; Traditionals, Boomers, Xers and our youngest workers from Generation NeXt. Issues in intergenerational communication and understanding impact every part of our professional lives, from leading and following to client relations and training design and delivery. Understanding typical generational values, traits, preferences and styles can improve our personal effectiveness across our goals and functions. It can help in recruitment, effective management, worker and workplace effectiveness, and employee harmony, satisfaction and retention. Generational understanding can help in our communication and relations with clients and trainees, and can impact our design and delivery of educational services. This program will offer a broad overview of the generational issues and dynamics in the workplace with specific, immediately applicable suggestions for being effective in all of our professional pursuits.

11:00 a.m. – 11:10 a.m.

Networking Break in the Exhibitor Marketplace

11:10 a.m. – 12:00 p.m.

Workshops E

E1. Automatic Update Customer Lists: Maximizing the Sweet in this Bittersweet Fruit
Krys Godwin, The Florida Bar; Sharon Sandle, State Bar of Texas

E1 Session Description

Automatic shipment of book updates to customers can make life easier for many of those customers and can increase sales for the publisher, but how do we optimize customer convenience and our bottom lines? Should the autoshipment customer list be opt-in or opt-out? What are some strategies for minimizing customer irritation, wasted copies, and return shipping costs? How do we manage "returns" if the product is downloadable or online? What are the legal or policy considerations, such as strict time limits between updates to be able to use those autoshipment customer lists?

E2. ACLEA Past Presidents’ Book Review
Moderator: Raymond Lee, Continuing Legal Education Society of B.C.
Presenters: Larry Center, Center Leadership Coaching, LLC; Karen Lee, Oregon State Bar; Jan Majewski, Holland Knight

E2 Session Description

Read any good books lately?

As a CLE professional, what do you do when you need inspiration, light bulb moments, or just some solid ideas? It’s the Past Presidents Book Review to the rescue! This moderated discussion features four ACLEA past presidents each sharing a book that they found instrumental in helping shape their CLE world.

E3. What Is Up with These Young People? Managing Generation NeXt and Preparing for Generation WOKE
Mark Taylor, M.S.W., Ed.D., Taylor Programs

E3 Session Description

The vast majority of new lawyers, and new professionals of every profession, come from Generation NeXt, a cohort starting in the mid 1980s. Building on the overview from the keynote, this session will offer more detail on recruiting, successfully orienting and managing younger workers. It will also offer a peek and a preview of what may be an emerging generational cohort; Generation WOKE.

12:15 p.m. – 1:15 p.m.

Organizational SIG Lunches (ticketed – 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

1:25 p.m. – 2:15 p.m.

Workshops F

F1. “What the H*!! is Office365 and Why Would I Want It?”
Barron Henley, Affinity Consulting

F1 Session Description

Office 365 offers a compelling combination of desktop software, cloud applications, document/email management, and other cloud services.  In other words, it's far more than Word, Outlook and Excel. We'll "crunch the numbers for you" and cover the many reasons why an organization would elect to go with Office 365 instead of buying Microsoft Office on disk. We'll also give you a comparison between Office 365 and Google's G Suite. If you already subscribe to Office 365, there are dozens of extra applications that come with it you could (and should) be using - and we'll explain all of them. Learn how Office 365 works, what it does best, and the different packages available. You'll soon see why over 155 million people subscribe to Office 365.

F2. It’s Not Either/Or: How In-Person and Digital Training Work Best Together
Michael Bloom, Praktio; Kristin Heryford, Cooley LLP; Caitie McCarthy, Hotshot Legal; Sally Raggio, Wilson Sonsini Goodrich & Rosati

F2 Session Description

In-person and digital training don’t need to compete. Digital content isn’t only for just-in-time learning, and in-person training doesn’t have to mean a dry lecture. This session will explore how to combine the two for a “blended learning” approach to create more meaningful learning experiences—both inside and outside the classroom. What’s the “unfair advantage” of in-person training? What could digital training “unlock” in that in-person time? We’ll also examine a case study and ask: how can we bring together all available resources and formats to deliver the most impactful learning?

F3. The Most Game-Changing Programming Idea in a Really Long Time
Stuart Teicher, Teicher Professional Growth

F3 Session Description

We all know the reality of today’s CLE world — low-cost online providers are luring lawyers away from bar courses, and bars cannot compete on those providers’ terms. To recapture that audience, bars need to provide more content that lawyers want and that low-cost providers can’t offer: not just courses on how to be a better lawyer, but on how to be a better professional, for example, how to run a better business. That means putting more emphasis on non-accredited legal education. Bars shouldn’t abandon accredited programs; they should just increase their offerings with content lawyers want, even if it isn’t accredited.

2:15 p.m. – 3:00 p.m.

Networking Break in the Exhibitor Marketplace

3:00 p.m. – 3:50 p.m.

Workshops G

G1. Developing a Leadership Academy
Arnell Bryant-Willis, The Florida Bar Leadership Academy; Jessica Narducci, Fellow of the The Florida Bar Leadership Academy

G1 Session Description

The Wm. Reece Smith, Jr. Leadership Academy’s mission is to nurture and inspire effective leadership within the Florida Bar and the legal community. Each year a diverse and inclusive group of applicants is chosen to become academy fellows, who participate in a one-year, multisession training program tailored to enhance their professional development, knowledge base, and personal leadership skills. Learn the challenges in developing the academy, components of a successful academy, and the academy selection process and get a firsthand perspective from an academy graduate.

G2. To Cross the Streams or Not: Cross-Marketing Books and CLE
Laura Angle, State Bar of Texas; Krys Godwin, The Florida Bar; Lara Talkington, State Bar of Texas

G2 Session Description

Save costs and increase exposure to target markets by advertising books with CLE ads, materials, and presentations. Learn which tactics manifested as concrete sales, which turned out to be only illusion, and which show potential but remain elusive for now.

G3. Turn Counting Beans into Cool Beans: How to Control Event Costs
Paul Cohn, Hyatt Regency Riverfront; Jonathon David, Encore AV; Alex Marlar, State Bar of Arizona

G3 Session Description

Save costs and increase exposure to target markets by advertising books with CLE ads, materials, and presentations. Learn which tactics manifested as concrete sales, which turned out to be only illusion, and which show potential but remain elusive for now.

4:00 p.m. – 4:50 p.m.

Workshops H

H1. Authors with Independent Approaches: Benefit, Bane, or Both?
Peggy Crooks-Mishacoff, State Bar of Wisconsin; Krys Godwin, The Florida Bar; Sharon Sandle, State Bar of Texas

H1 Session Description

Hear from a panel of your peers how they recruit and keep authors, what author changes they permit in author agreements, and how they encourage new authors to rewrite existing content when supplementing/updating--or discourage them from doing so.

H2. MCLE — Recent Developments
Brandi-Leigh Miller, Cooley LLP, ACLEA MCLE Committee Co-Chair; Keisha Channer, Sidley Austin LLP

H2 Session Description

Join your MCLE colleagues to hear about the latest rules changes and what's on the horizon gleaned from the regulators.  Come prepared to share how you navigate the ever changing MCLE tides. 

H3. From Planning to Wrap-Up: Ensuring Your Event is ADA Compliant
Lauren Eversole, Disability Rights Florida

H3 Session Description

The Americans with Disabilities Act is a federal civil rights law that prohibits discrimination against people with disabilities. Planners need to be aware of the challenges and take steps to remove barriers for citizens with disabilities. Ensuring access to meetings, exhibits, and other types of events requires forethought and preparation. Such events are often held in locations which present challenges related to transportation, information and technology, communication, and facilities and terrain. 

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