Schedule

Italian Conference Center, Milwaukee

November 29 & 30, 2007

TRACKS / COLOR LEGENDS:

Plenary Sessions: 4 sessions (two on first day, two on second day)

Substantive Law Track: 9 sessions (five on first day, four on second day)

Practice Management Track: 9 sessions (five on first day, four on second day)

Technology Track: 9 sessions (five on first day, four on second day)

Ethics/Quality of Life Track: 9 sessions (five on first day, four on second day)

2007 Wisconsin Solo & Small Firm Conference CLE and Event Schedule – Day One
Time	Track 1 Substantive Law	Track 2 Practice Management	Track 3 Technology	Track 4 Ethics/Quality of Life
8:00 – 8:30	Registration and Continental Breakfast
8:30 – 8:45	Welcome and Introduction – Thomas J. Basting, Sr., President, State Bar of Wisconsin
8:45 – 9:45 Session 1: Plenary	Plenary Session THERE’S NO FUN IN FUNGIBLE: How to Develop the Definite Delivery of Distinctive Services in the Practice of Law Featuring national speaker, author and attorney Michael Brandwein.
9:45 – 10:00	Sponsor Break – Visit the Exhibits / Refreshment Break
10:00 – 10:50 Session 2	Fundamentals of Intellectual Property for the Solo and Small Firm Practitioner Speaker: Jascha Beck Walter	Surviving the First Years: How to Avoid Common Financial Management Problems Speakers: Lowell E. Sweet, Nerino J. Petro Jr.	Mastering “Geek Speak”: A Practical Primer on Tech Help and Support Resources Speakers: Mary Koshollek, Ross L. Kodner, Tom Dressel, Jennifer Hatlen	Holding it Together so the Practice Doesn’t Pull You Apart: Specific Skills for Balancing Life, Work and Success in Positive Ways Speaker: Michael Brandwein
10:50 – 11:05	Sponsor Break – Visit the Exhibits / Refreshment Break
11:05 – 11:55 Session 3	So You Want To Win on Appeal? 10 Things NOT To Do Speaker: Anne Berleman Kearney	Marketing 101: Creating Your Firm Identity Speakers: Sarah E. Blackwell, Daniel S. Davis	Technology for Tightwads: Free and Cheap Tools to Power Your Practice Speakers: Mary Koshollek, Catherine Sanders-Reach, Nerino J. Petro Jr.	Trust Account Issues You Can Bank On Speakers: Timothy J. Pierce, Mary Hoeft Smith, Dean R. Dietrich
11:55 – 12:10	Sponsor Break – Visit the Exhibits / Refreshment Break
12:15 – 1:15 Session 4: Plenary	Luncheon and Keynote Speaker Prize Drawing! How to Lose An Appeal Judge Daniel P. Anderson, Wisconsin Court of Appeals District II
1:15 – 1:30	Sponsor Break – Visit the Exhibits / Refreshment Break
Time	Track 1 Substantive Law	Track 2 Practice Management	Track 3 Technology	Track 4 Ethics/Quality of Life
1:30 – 2:30 Session 5	Family Law Practitioner’s Guide to Practicing Law, Managing Business, and Enjoying Life Speaker: Gregg M. Herman	The Lawyer As Employer: Hiring, Firing and Managing Employees in Wisconsin Speaker: Daniel L. Shneidman	Real-World Pile Management: Help! I’m Buried in Paper and Email and Can’t Get Up! Speakers: Nerino J. Petro Jr.,Ross L. Kodner, Catherine Sanders-Reach	Can You Join the Ranks of the Peacemakers? Speaker: Hon. Janine P. Geske
2:30 – 2:45	Sponsor Break – Visit the Exhibits / Refreshment Break
2:45 – 3:45 Session 6	Decrypting the Tax Applications of Computer Hardware and Software Speaker: Douglas H. Frazer	Succession Planning: Are You Ready for the Future ? Speaker: Amanda J. McCormack	Safe Computing: Protecting Your Practice and Clients From Digital Disasters Speakers: Nerino J. Petro Jr., Catherine Sanders-Reach	Moving On: What You Need to Know Before Changing Firms Speakers: Timothy J. Pierce, Dean R. Dietrich
3:45 – 4:00	Sponsor Break – Visit the Exhibits / Refreshment Break
4:00 – 5:00 Session 7	Vendor session	Vendor Session	Vendor Session	Vendor Session
5:00 – 6:30	Reception

2007 Wisconsin Solo & Small Firm Conference CLE and Event Schedule – Day Two
Time	Track 1 Substantive Law	Track 2 Practice Management	Track 3 Technology	Track 4 Ethics/Quality of Life
8:00 – 8:30	Registration and Continental Breakfast

8:45 – 9:45 Session 8: Plenary	Plenary Session Prize Drawing! 60 Top Solo & Small Firm Practice Tips in 60 Minutes Speakers: Atty.Nerino Petro Jr. (Moderator), Mr. Art Saffran, Ms. Beverly Butula, Atty. Ross Kodner, Atty. Carl Edenhofer
9:45 – 10:00	Sponsor Break – Visit the Exhibits / Refreshment Break
10:00 – 10:50 Session 9	Selling the Business: A Lawyer’s Checklist Speaker: Sandy Swartzberg	Being the Boss: How to Recruit, Train and Retain Associates Speaker: Magaret M. Ley	Microsoft Office 2007 and Windows Vista: A Smart Guide for Solo & Small Firm Lawyers Speaker: Ross Kodner, Abraham Liebsch	The Ethics of Internet Marketing Speakers: William Hornsby, Nancy Roberts Linder
10:50 – 11:05	Sponsor Break – Visit the Exhibits / Refreshment Break
11:05 – 11:55 Session 10	Using Creativity and Technology to Win a PI Case So You and Your Client Can Enjoy Life Speaker: Jay A. Urban	Build Better Briefs: A Guide to Legal Research and Citation Tools on the Internet Speaker: Bonnie Shucha	The Smart Shopper: Technology to Buy Right Now Speakers: Art Saffran, Ross L. Kodner	Face-to-Face: Learning to Love Networking Speaker: Cd Vann
11:55 – 12:10	Sponsor Break – Visit the Exhibits / Refreshment Break
12:15 – 1:15 Session 11: Plenary	Greetings, David A. Westrup, President, Milwaukee Bar Association Luncheon Prize Drawing! Take this opportunity to network with your fellow solo and small firm practitioners.
1:15 – 1:30	Sponsor Break – Visit the Exhibits / Refreshment Break
Time	Track 1 Substantive Law	Track 2 Practice Management	Track 3 Technology	Track 4 Ethics/Quality of Life
1:30 – 2:20 Session 12	Common Issues in Trust and Estate Litigation Speaker: Robert J. Welcenbach	Saving Time: Practical Tips on Drafting Documents Speaker: Joan B. Farrell	Web Page Design: Can You Really Do It Yourself? Speaker: Daniel Conderman, Jim Taugher	What You Don’t Know Might Hurt: Exploring Pitfalls of Technology Under the Ethics Rules Speaker: Dean R. Dietrich
2:20 – 2:35	Sponsor Break – Visit the Exhibits / Refreshment Break
2:35 – 3:20 Session 13	How to Prepare Yourself and Your Client for Successful Mediation Speaker: Natalie C. Fleury	Employee Benefits: What Can You Use Without Bankrupting Your Firm? Speaker: Bruce A. McIlnay	Improving Your Outlook: Twisting and Turning Microsoft Outlook for Lawyers Speaker: Ross L. Kodner	Are we chasing the wind? The daily mystery of happiness (and the law!) Speaker: Dr. Gregory Van Rybroek
3:20– 4:00	Sponsor Break – Visit the Exhibits / Refreshment Break
4:00-6:00	Sponsor break-down

Thursday’s opening session:
THERE’S NO FUN IN FUNGIBLE: How to Develop the Defi nite Delivery of Distinctive Services in the Practice of Law
Michael Brandwein, lawyer, educator, author, speaker
There’s more to the successful practice of law than the quality of the legal product. The way that product is delivered is what builds our reputation as the "must have" lawyer or firm. Solo practitioners and small firms can easily compete with larger firms by focusing on not just substance, but process - developing strong relationships, trust, superb communication, and more. This acclaimed, practical session demonstrates exactly what to say and do to get this done and make your services stand out so that clients and potential clients see your distinctive value.
About the speaker: MICHAEL BRANDWEIN received his Juris Doctor degree from the University of Chicago Law School and was a partner and trial lawyer in a Chicago firm. He is the author of three books on managing and training staff and leadership development and wrote and presented three Emmy® award-winning television shows on communication skills. In addition to his work for individual firms, he is one of the highest rated keynoters at many national conferences, including the ABA Bar Leadership Institute and Section Offi cers Conference, the Association of Legal Administrators, and many others. An expert in communication, team-building, and customer service, his corporate clients include many of the largest companies in the world. He was chosen by Successful Meetings magazine as one of the nation’s top speakers.

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Thursday’s luncheon keynote:
How to Lose An Appeal
Judge Daniel P. Anderson, Wisconsin Court of Appeals District II, Waukesha
Our luncheon speaker’s unique look at appellate practice aims to engage and inform Wisconsin attorneys. Here’s a brief preview: There may come a time in your legal career when you will want to lose an appeal to insure the greater good or, more likely, promote your own career. In this presentation, you will learn at least 25 tips guaranteed to help you jump-start your career by losing your next appeal. You will leave the presentation having learned that the more mistakes you make in motion practice, brief writing and oral argument, the better the chance you will have to move on to bigger and better things.
About the speaker: THE HONORABLE DANIEL P. ANDERSON has served on the Wisconsin Court of Appeals, District II, since 1990 and is currently serving his third term as Presiding Judge. Before joining the Court of Appeals, he served as a Sheboygan County Circuit Judge. He is a former volunteer faculty member of both the National Judicial College and the Wisconsin Judicial College. Judge Anderson has taught numerous courses on the state and national level; many of them focusing on technology and the law. He is a member of the State Bar’s Bench- Bar Committee and he has served on P.P.A.C., the Wisconsin Judicial Council and the Information Technology Strategic Planning Committee. Judge Anderson is a graduate of the University of Wisconsin, Madison and the University of Wisconsin Law School; cum laude.

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Track 1 Substantive Law

Track 2 Practice Management

Track 3 Technology

Track 4 Ethics/Quality of Life