
Please contact your event organizer for additional information.
Second Annual CLE by the Sea:
NE Strategic Solutions for Solos and Small Law Firms
Thursday, July 18, 2019
Blue Ocean Event Center, Salisbury, MA
Greater Newburyport Bar Association in partnership with:
Mass. Bar Association; Mass. Academy of Trial Attorneys; Mass. Women’s Bar Association; NH Bar Association; The Maine State Bar Association; and LOMAP
SCHEDULE/AGENDA
8:00-9:00 CONTINENTAL BREAKFAST/REGISTRATION
9:00-10:00 You're Doing It All Wrong *
Conrad Saam, President, Mockingbird
Lawyers frequently work really hard…. on the wrong things. During this session we reveal many ways in which lawyers waste time and money chasing the latest technical shiny object while ignoring tried and true (and frequently cheap) marketing tactics. This session is focused on the DIYer or the lawyer responsible for actively managing a law firm’s growth.
Sponsored by Mockingbird
10:00-11:00 Concurrent Sessions
SESSION A: Successfully Recover, Analyze, and Prepare Audio, Video & Digital Evidence
David Notowitz, National Center for Audio & Video Forensics, Beverly Hills, CA
SESSION B: Custody Evaluations
Donald G. Tye, Esq., Prince Lobel Tye LLP, Boston
11:00-11:20 NETWORKING BREAK
11:20-12:20 Concurrent Sessions
SESSION C: How to Avoid Implicit Bias and Discriminatory Conduct and Communications with Clients and Employees; and a Brief Overview of the Massachusetts Paid Family Medical Leave Act
Maureen Pomeroy, Esq., Pomeroy Law PC of Amesbury MA. & Beth C. Richardson Esq.
Attorney Engagement, Volunteer Lawyers Project, Maine
SESSION D: Drafting the Most Effective Medicaid Trusts
Todd E. Lutsky, Esq., LL.M., Cushing & Dolan, Waltham
12:20-1:20 LUNCH (Included)
1:20-2:20 THE LATEST IN LEGAL TECH: WHAT REALLY MATTERS TO YOUR PRACTICE
Robert J. Ambrogi, Esq.
Author of the award-winning blog LawSites, is a columnist for Above the Law, and hosts the podcast about innovation in law, LawNext
2:20-3:20 CONCURRENT SESSIONS
SESSION E. New Developments in OUI Marijuana
Stuart Horowitz, Esq., Rebecca Jacobstein, Esq., and Maura Tansley, Esq.
SESSION F: Which State Has Jurisdiction under the UCCJA?
Moderator, Attorney Christine DeBernardis, MA and NH
Hon. Frances M. Giordano, Probate & Family Court, Salem, MA
Hon. Daniel Driscoll, ME and
Hon. John T. Pendleton, NH
3:20-3:40 NETWORKING BREAK
3:40-4:40
SESSION G. Dirty Tricks: Understanding Spying, Hacking & Stealing Data in Legal Matters
Todd C. Scott, V.P. Risk Management, Minnesota Lawyers Mutual Insurance Co., MN
Sponsored by Minnesota Lawyers Mutual Insurance Co.
SESSION H. Branding for Lawyers: Developing Business and a Career as Yourself *
Rachel Casper, LCL/LOMAP & Damian Turco, TurcoLegal
4:40-5:40
SESSION I. Understanding Essential Documents Related to Business Valuation and Financial Damages and Crossing State Lines in Discovery Requests
Marc Bello, CPA/ABV, CVA, MAFF, MST, Edelsteincpa
Donald Pitman, Esq., Pitman Law Offices, Newburyport
Sponsored by Edelsteincpa.com
SESSION J: ‘Straight Cash, Honey: How to Make More Money in Your Law Practice Than You Ever Have Before *
Jared D. Correia, Esq. CEO | Red Cave Law Firm Consulting and COO | Gideon Software, Inc. & Kelly Clifford, LEAP
Sponsored by Red Cave Law Firm Consulting & LEAP NE
5:45-6:30 RECEPTION
Maine:
7.0 CLE Credits with the opportunity to earn 1.0 Harassment & Discriminatory Conduct Credit and 1.0 Ethics Credit.
New Hampshire:
Up to 360 minutes of NHMCLE credits expected to be presented. NOT ALL TOPICS qualify under the NH Supreme Court Rule 53, see asterisks.
We thank our Conference Sponsors!
Mockingbird • Minnesota Lawyers Mutual Insurance Co. • Edelsteincpa • Avenue Be Coaching • CLIO
ILoveMondayMornings • Red Cave Law Firm Consulting • MA Lawyers Weekly • LawPay • LEAP • LAWCLERK • UCSA International
Hotel info:
In Salisbury:
Shoreline Motel, 41 Atlantic Ave., 978-465-2929