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Solo & Small Firm Institute
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Solo & Small Firm Institute

When: Thursday, November 8
Where: Aloft Hotel
111 N. Main Street
South Bend, Indiana  46601
United States
Contact: Sherry Allan

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Solo & Small Firm Institute

November 8, 2018

Aloft Hotel, South Bend


6 Hours CLE / 1 Hour Ethics


The Indiana State Bar Association is partnering with the St. Joseph County Bar Association to bring the best of the best programming from this year's ISBA Solo & Small Firm Conference that was held this past June.


Thursday, November 8

8:30 a.m.

Registration Opens


9:00 a.m. -

10:00 a.m.

TECH/LPM: A User's Guide to Picking Technology for Your Practice 

Chelsey Lambert, LexTechReview


There are so many options when it comes to software for every area of your law firm. How do you know which one is right for you? In this session, attendees will walk through a simple needs analysis, which includes the factors to consider and differences between the various products currently in the marketplace. It will also include a discussion of the most common features, practice-area specific considerations and integrations that are common among providers.

10:10 a.m. -

11:10 a.m.

TECH/LPM: Using & Managing Virtual Assistants

Chelsey Lambert, LexTechReview


A busy law office can be both a blessing and a curse. It's common to feel overwhelmed and burdened by the weight of your work, but still hesitant to hire someone to help. By using services or agencies that understand the way law firms work, the nuances of your practice area and the daily challenges you face, a virtual employee can often be more efficient than one sitting in your office. In this session, we will break down the most common virtual assistant and freelance services available to you, including how to use them, how to make the relationship work through systems and accountability.

11:20 a.m. -

12:20 p.m.

What Every Lawyer Needs to Know about Medicaid

Dennis Frick, Indiana Legal Services, Inc.


With the aging population and the high cost of long-term care, many people (to include middle-class families) may need to resort to Medicaid for health care. This session will explore what every attorney should know about Medicaid in order to help your clients.

12:20 p.m.- 

1:30 p.m.

Buffet Lunch

1:30 p.m. - 

2:30 p.m.

ADR: Motivational Interviewing

Kaitlyn Reho, MPH, MATS, Indiana University


Family law can be filled with conflict and commonly centered around a change in a family dynamic. Motivational interviewing is a communication style that can support these challenging conversations within family mediation. In this presentation, the underlying premise of motivational interviewing will be discussed, as well as its application within family law to improve client relationships and sustain positive outcomes.

2:40 p.m. -

3:40 p.m.

Technology Malpractice Risks and Practical Solutions for the 21st Century Law Practice 

Adam Gwaltney, Ritman & Associates


Rapidly evolving technology malpractice risks have changed the face of practicing law forever. Benefits and risks of understanding and using technology in your practice are rapidly changing and keeping pace with those benefits and risks can be daunting. Understanding the emerging technology malpractice traps and practical solutions to those risks will be the focus of our discussion. Client communication, marketing, social media, protecting your clients data and money can all lead to a technology malpractice claim. We’ll walk through a variety of topics including professional responsibility, IT security duties, insurance solutions, and common misconceptions in data security in order to help minimize your risk in today’s world of technology.

3:50 p.m. -

4:50 p.m.

ETHICS: Proactive Civility
Moderator: Patrick J. Olmstead

Judge Elizabeth Hurley, Judge Jon DeGuilio, Justice Brent Dickson


A panel of judges and a civil trial lawyer discuss their experiences and thoughts on civility in the courtroom and in practice. Learn about lawyers' duties to courts and other lawyers and reciprocal obligations courts owe to lawyers.

5:00 p.m.

Networking Reception



Early Bird - Before Oct.31

Law Student
Member - ISBA / SJCBA  
Non-Member  $300

On-Time - Nov. 1- Nov. 2

Law Student
Member - ISBA / SJCBA  
Non-Member $350
Late / On-Site - Nov. 3 - Nov. 8
Law Student
Member - ISBA / SJCBA  
Non-Member $400


Registration includes 6 hours of CLE (including 1 hour of Ethics), an all-day break station, lunch, and one drink ticket at the networking reception.


Special Thanks to our Sponsors!


Cancellation Policy

Refunds will be issued for cancellations received in writing on or before November 1, 2018 and are subject to a $25 processing fee. Refunds will not be granted after November 1, 2018, nor will they be given for no-shows after the conference. If you are unable to attend but would like to send someone in your place, contact Sherry Allan at 317.639.5465.


For questions, please contact Ashley Higgins, Director of Meetings & Events.

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