OBA Annual Meeting 16 | CLE
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Registrants will have the freedom to “CLE hop” between all the offered sessions and choose the programs and topics that interest them most. Registration packages include an option to purchase six hours of CLE on Wednesday with Annual Meeting registration or a nine-hour package that will add another three hours of CLE on Thursday morning. Both packages will also include one hour of CLE on Friday morning during the OBA President’s Breakfast.



Essential Business Skills

Jim Calloway, OBA MAP Director

Running a successful law practice today is not what it used to be, and the rapidly changing legal community will make tomorrow’s challenges even greater. In this seminar, Jim Calloway and other experts will help you learn how to stay ahead of the curve by developing a solid business plan and budget and find out the technology that is necessary for you to stay efficient. Need to better understand how to manage your trust account and avoid ethical violations? Want help with developing your client contract and fees or client engagement and marketing? Jim’s got you covered!



Kim Nicol, J.D., Author, Mindfulness Coach and Meditation Teacher

Think succeeding in your legal career requires you to compromise your health, personal well-being and family life? Want to learn new tools and strategies for accomplishing more with less burnout? On Wednesday morning, you will have an opportunity to hear Kim Nicol, author, mindfulness coach and meditation teacher. Ms. Nicol will present “Sustainable Success: Mindfulness for Lawyers.” In this engaging program, you will learn how mindfulness and meditation can support your career as a lawyer in a sustainable way.


Alternate Careers for Lawyers

Amy Impellizzeri, J.D., Author

Alternate Careers for Lawyers will be offered by lawyer turned author Amy Impellizzeri. Ms. Impellizzeri made her nonfiction debut with Lawyer Interrupted. The book celebrates the true versatility of the American law degree and provides a unique framework for interactive discussions of alternative careers. In fact, Lawyer Interrupted is the first book published by the American Bar Association which offers comprehensive (and practical) advice about leaving the traditional practice of law . Lawyer Interrupted is a guide not just for finding but also successfully transitioning into alternative legal careers, alternative careers altogether, full-time caregiving and retirement.


Track 1: Essential Business Skills
18th Century Ballroom
Track 2: Mindfulness
Plaza Ballroom

9:00 a.m.

The World has Changed: Running a Successful Law Firm Today – and Tomorrow

Sustainable Success: Mindfulness for Lawyers

10:00 a.m.

The Business Plan & Law Firm Budgeting

Sustainable Success: Continued

11:00 a.m.

Why You Must Have Digital Client Files and How They Work

Sustainable Success: Continued

11:25 a.m.

Efficiency Comes From Technology, Automation and Planned Processes

11:50 a.m.

Lunch (on your own)


Essential Business Skills Breakout 1
18th Century Ballroom
Essential Business Skills Breakout 2
20th Century Ballroom
Alternate Careers for Lawyers
Plaza Ballroom

2:00 p.m.

Financial Literacy for Lawyers – Balance Sheets, Income Statements, KPI and Taxes

The Trustworthy Trust Account (ethics)

Shattering the Myth of the One-Dimensional JD

3:00 p.m.

Pricing, Billing, Fees and Attorney-Client Contracts & The Initial Client Interview

Protecting Your Clients: Confidentiality and Succession Planning Tools (ethics)

Exploring Specific Alternative Careers for Lawyers

4:00 p.m.

Client Engagement and Marketing – Everything is Different Today

Cybersecurity and Avoiding Digital Disasters

A Pre-flight Checklist – Preparing for the Transition Including Ethical and Practical Considerations (ethics)



Social Media as Evidence, Discovery and How to Protect Your Client from Misusing These Networks

Plaza Ballroom – North – Featured Presenter: Jabez LeBret

This is not about how to use social media for your law firm; this course outlines how to ethically advise your clients about the risks and liabilities when they use social media networks. We will discuss using social media as evidence and understanding judicial holds. Oklahoma recently became the latest state to adopt the duty of technology competence for lawyers. Are you prepared to help your client with Instagram or Twitter? From estate planning issues to criminal defense, every lawyer should know how to properly advise a client on issues involving posting on social media.

Jabez LeBret is a business writer for Forbes CMO network, NBC Chicago, and several international publications. He is co-founder of the fastest growing legal professional services company, GNGF. He is the co-chair for the legal marketing association’s annual awards. As the best-selling author of Online Law Practice Strategies, Jabez conducts almost 80-hours of CLE courses annually. He also sits on the SMB board for Box.com and is an advisor to SUBWAY.


The Grand Jury in Historical Perspective

Green Country Room – Featured Presenter: Joshua C. Tate, Associate Professor of Law,
SMU Dedman School of Law

In recent years, the institution of the grand jury has come under increasing public scrutiny. The decisions of grand juries in Missouri and Ohio not to indict police officers in cases involving fatal shootings of citizens have received a great deal of media attention. In Texas, the recent decision of a grand jury in Harris County to indict pro-life activists rather than Planned Parenthood has been covered extensively in the press, with some defending the outcome and others calling it a “runaway” grand jury.

This CLE presentation will examine the history of the grand jury, beginning with the Assize of Clarendon in 1166, which instituted criminal judicial procedures from which our grand jury traces its origin. The grand jury began, in the absence of professional police, as a royal mechanism for gathering information from local leaders about suspected criminals in their communities. Over the centuries, it has evolved into an official proceeding to assess the adequacy of evidence submitted by a public prosecutor. Future discussions about the ethics and efficacy of grand jury proceedings should take into account the history of the institution and the extent to which it has veered away from its original purpose.


Federal Rule Changes and Effects on eDiscovery

Green Country Room – Calvin Weeks, Computer Forensics Manager – Forensics & Valuation

Computer Forensics Manager Calvin Weeks will discuss “Federal Rule Changes and Effects on eDiscovery.” This presentation will summarize some of the key changes to the federal rules, what changes have been seen in some case decisions and ways to take advantage of the rule change results from a strategic approach.


Civility Matters

Green Country Room – Presented by the Oklahoma Chapter of American Board of Trial  Advocates (Ethics)

And finally, what is becoming an Annual Meeting tradition, the American Board of Trial Advocates presents “Civility Matters,” so we may “always remember the practice of law is first and foremost a profession.” This presentation is accredited for one hour of ethics credit.


Social Media as Evidence, Discovery and How to Protect Your Client from Misusing These Networks

Plaza Ballroom – North: 9 – 11:45 a.m.

The Grand Jury in Historical Perspective

Green Country Room: 9 – 9:50 a.m.

Federal Rule Changes and Effects on eDiscovery

Green Country Room: 11- 11:50 a.m.

Civility Matters

Green Country Room: 10- 10:50 a.m.