OBA Annual Meeting 17 | CLE
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CONTINUING LEGAL EDUCATION

Fall in love with our topics, presenters and CLE options during this year’s Annual Meeting. Three tracks of continuing legal education programs are offered both Wednesday morning and afternoon, Nov. 1, and a plenary session is offered Thursday morning, Nov. 2.

WEDNESDAY, NOV. 1

Naked and Afraid in the Digital Age: Survival of the Fittest

Wednesday morning and afternoon

This track will include information on cutting-edge trends important to your practice, how to increase security for better client service and benefits of digital client files. The track will also feature Britt Lorish, a partner with Affinity Consulting Group LLC and recognized expert in law office finance, billing, trust accounting, speech solutions and paperless office concepts, as well as full-scale technology audits and workflow analysis. Ms. Lorish will teach you everything you need to know about time, billing and accounting software as well as provide the IRS Audit Survival Manual for law firms.

Come and Go Ethics

Wednesday morning

This will be a three-hour morning track with different ethics presentations. Ethics presenters will include Oklahoma Court of Civil Appeals Judge Jane Wiseman and OBA General Counsel Gina Hendryx. Also, back by popular demand, the American Board of Trial Advocates will present “Civility Matters,” so that we may “always remember that the practice of law is first and foremost a profession.”

The Crossroads Between Family Law and …

Wednesday morning

Everyone loves a family law track, and there will also be a three-hour morning track focusing on the relationship and crossroads between family law and other areas of practice such as mediation and criminal law, as well as examining family law and finances.

What Have They Done to Me Now? Significant Decisions for You and Your Practice

Wednesday afternoon

This three-hour track will feature panel discussions by distinguished judges and legislators moderated by Karen Grundy of the TU College of Law. Kieran D. Maye Jr. will review U.S. Supreme Court decisions and coming attractions.

Life & Law Plan

Wednesday afternoon

Love your life and let Heather Hubbard help you create your life and law plan with her three-hour afternoon track. She is the founder of The Language of Joy. Ms. Hubbard, a former partner and practice group leader at an AmLaw 200 firm, created the Life & Law Plan framework to help attorneys intentionally design a career and life of meaning and purpose. During this interactive workshop, you’ll learn the framework of an integrated plan, explore the areas of your career and life that need the most attention, establish priorities and outline your strategy for success. At the end of this session you’ll have an integrated plan ready to go for 2018!

WEDNESDAY MORNING SCHEDULE

Naked and Afraid in the Digital Age: Survival of the Fittest
Come and Go Ethics
The Crossroads Between Family Law and …
Promenade C
Promenade B
Promenade D

9:00 to
9:50 a.m.

From Limited Scope Services to Artificial Intelligence: Cutting Edge Trends Important to the Practice of Law

Jim Calloway, OBA

Ten Things Every New Lawyer Needs to Know and What Others May Have Forgotten (1 ethics)

Judge Jane Wiseman, Court of Civil Appeals

Mediation

Jim Gotwals, James R. Gotwals & Associates Inc., Tulsa

10:00 to
10:50 a.m.

Everything You Need to Know About Time, Billing and Accounting Software

Britt Lorish, Affinity Consulting

Civility Matters  (1 ethics)

American Board of Trial Advocates (ABOTA)

Criminal Law

Shane Henry and Aaron Bundy, Fry and Elder, Tulsa

11:00 to
11:50 a.m.

Utilizing Client Portals for Increased Security and Better Client Service

Darla Jackson, OBA

The Ten Most Common Bar Complaints: How to Avoid Becoming a Statistic!  (1 ethics)

Gina Hendryx, OBA General Counsel

Finances: All About Money!

Aaron Arnall and Dan Buckelew, Tulsa

WEDNESDAY AFTERNOON SCHEDULE

Naked and Afraid in the Digital Age: Survival of the Fittest
What Have They Done to Me Now? Significant Decisions for You and Your Practice
Heather Hubbard Life & Law Plan
Promenade C
Promenade B
Promenade D

2:00 to
2:50 p.m.

The IRS Audit Manual for Law Firms – What You Must Know to Survive

Britt Lorish, Affinity Consulting

Significant Legislation Panel

Moderator: Karen Grundy, TU College of Law
Panel: Angela Ailles Bahm, State Farm, Chair of the OBA Legislative Monitoring Committee

Create Your Life & Law Plan

Heather Hubbard, The Language of Joy

3:00 to
3:50 p.m.

Don’t Be Afraid: How You and Your Practice Will Benefit from Digital Client Files

Jim Calloway and Darla Jackson, OBA

Significant Case Law Panel

Moderator: Karen Grundy, TU College of Law
Panel: Justice John Reif, Oklahoma Supreme Court; Retired Judge Clancy Smith, Court of Criminal Appeals; and Jane Wiseman, Court of Civil Appeals

Create Your Life & Law Plan, cont’d

Heather Hubbard, The Language of Joy

4:00 to
4:50 p.m.

Like It or Not … Automated Document Assembly Is in Your Future

Jim Calloway, OBA

A Review of U.S. Supreme Court Decisions and Coming Attractions

Kieran D. Maye Jr., Edmond

Create Your Life & Law Plan, cont’d

Heather Hubbard, The Language of Joy

THURSDAY, NOV. 2

Plenary: Resetting Your Law Firm for a Changing Economy and Marketplace

You will love waking up for Thursday morning’s three-credit-hour plenary session. Annual Meeting Luncheon keynote speaker Nora Riva Bergman will kick off the morning with her two-hour presentation, “Earn More. Stress Less. Be Awesome. 12 Simple Strategies to Help You Fall in Love … With Your Law Practice” based on her book 50 Lessons for Lawyers. She will share her strategies for helping lawyers achieve a sound balance in their personal and professional lives. This interactive presentation focuses on strategies from the book that you can put to work in your practice right now. OBA MAP Director Jim Calloway will follow Ms. Bergman with a presentation on “Marketing Your Practice in the Digital Age.”

THURSDAY SCHEDULE

Plenary
Promenade D

9:00 to
10:50 a.m.

Earn More. Stress Less. Be Awesome. 12 Simple Strategies to Help You Fall in Love … With Your Law Practice

Nora Riva Bergman, Attorney Coach and Author, Annual Luncheon Keynote Speaker

11:00 to
11:50 a.m.

Marketing Your Practice in a Digital Age (.5 ethics)

Jim Calloway, OBA