Design Your Flexible Law Practice

DESIGN YOUR FLEXIBLE LAW PRACTICE AT THE OBA SOLO & SMALL FIRM CONFERENCE 2017

The future and the past will be highlighted at the 2017 OBA Solo & Small Firm Conference. The conference, which will be held June 22-24 at the Choctaw Casino Resort in Durant, devotes an entire track on Friday to Oklahoma’s Trial of the Century — the Alfred P. Murrah Federal Building bombing trial. This track will focus on the lessons lawyers can learn from the trial of Terry Nichols, focusing on the massive investigation undertaken by the FBI, the evidence as chronicled by Oklahoma’s own historian/lawyer/author Bob Burke, prosecution and defense strategies and comments from recently retired Oklahoma Supreme Court Justice Steven Taylor, who was the trial judge on the case. Read More

FEATURED SPEAKERS

StephenTaylor

Steven W. Taylor

Justice Steven W. Taylor served on the Oklahoma Supreme Court from 2004 until his retirement in 2016. He served as Chief Justice from 2011 until 2013. Prior to his appointment to the Supreme Court he served Associate District Judge and District Judge for Pittsburgh County. He presided over the trial of Oklahoma City bombing conspirator Terry Nichols. Justice Taylor was the recipient of the OBA Award of Judicial Excellence in 2003 and OBA President’s Award in 2011.

TOPICS:

Oklahoma’s Trial of the Century – Reflections

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Catherine Sanders Reach

Catherine Sanders Reach is Director, Law Practice Management & Technology for the Chicago Bar Association. Previously she was Director of the ABA Legal Technology Resource Center for over 10 years. In 2011 she was selected one of the inaugural Fastcase 50 and in 2013 was inducted as a Fellow of the College of Law Practice Management. She served on the ABA TECHSHOW Board for 7 years. Follow her on Twitter at @catherinereach, connect on LinkedIn, or check out lpmt.chicagobar.org

Topics:

Critical Technology Tools for the Solo & Small Firm Practice
Microsoft Office 365: Improve Your Firm’s Collaboration & Productivity
The Flexible Law Firm
Extreme Makeover: Law Firm Website Edition

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Jim Calloway

Jim Calloway has served as the director of the Oklahoma Bar Association’s Management Assistance Program for over 19 years. He blogs at Jim Calloway’s Law Practice Tips and his Twitter is @jimcalloway. You can listen to this podcast, The Digital Edge: Lawyers and Technology, on the Legal Talk Network or subscribe via iTunes. In 2011 he was selected one of the inaugural Fastcase 50 and in 2005 was inducted as a Fellow of the College of Law Practice Management. He was awarded the ABA Law Practice Division’s Robert P. Wilkens Award in recognition of Best Column in Division Publications for his Practice Management Advice column in Law Practice Magazine.

TOPICS:

Critical Technology Tools for the Solo and Small Firm Practice
The Flexible Law Firm

Gina Hendryx

Gina Hendryx

Gina Hendryx is the General Counsel for the Oklahoma Bar Association, a position she has held since 2009. Prior to that, she served as the OBA’s first Ethics Counsel. A licensed attorney for more than 30 years, Ms. Hendryx is a member of the National Organization of Bar Counsel and the Ruth Bader Ginsburg Chapter of the American Inns of Court. She was recognized as 2011 Mona Salyer Lambird Spotlight Award winner at the OBA’s Women in Law Conference.

TOPICS:

The Ethics of Attorney-Client Contracts & Engagement Letters

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Darla Jackson

Darla Jackson is the Oklahoma Bar Association Practice Management Advisor. She provides assistance to attorneys in using practice management software and other technology tools to efficiently manage their offices. She also is involved with the access to justice initiatives of the OBA such as Oklahoma Free Legal Answers. Prior to joining the OBA, she served as a Judge Advocate in the Air Force, the Director of the Law Library at the University of South Dakota and as the Associate Director of the Oklahoma City University Law Library. She co-authored the book Oklahoma Legal Research and served as a contributor for Thinking About Technology, a recurring column in Law Library Journal. Follow her on Twitter at @darlaj_okbar, connect on LinkedIn, or check out her publications at https://works.bepress.com/darla_jackson/.

TOPICS:

Social Media – Do I Really Have To?
60 Tips in 60 Minutes
Extreme Makeover: Law Firm Website Edition
Trust Accounting Ethics
What’s Hot and What’s Not in Law Office Manangement & Technology

SCHEDULE

3:00 -6:30pm

Conference Registration

6:30 pm

Reception; 7 p.m. Dinner and Entertainment

(Included in Seminar
Registration Fee)

7 a.m.

Breakfast

(Included in Seminar
Registration Fee)

8:30 a.m.

Critical Technology Tools for the Solo and Small Firm Practice

Jim Calloway & Catherine Reach

Estate Planning for Mom & Pop

Emily Crain

Oklahoma’s Trial of the Century – The Crime

Jon Hersley

9:30 a.m.

BREAK

9:40-10:40a.m.

Microsoft Office 365: Improve Your Firm’s Collaboration & Productivity

Catherine Reach

Relocation – When Harry Left Sally

Virginia Henson

Oklahoma’s Trial of the Century – The Evidence

Bob Burke

10:40-10:55a.m.

BREAK

10:55-11:55a.m.

Social Media – Do I Really Have To?

Darla Jackson

Civil Discovery: Forms & Procedures

Cheryl Clayton

Oklahoma’s Trial of the Century

TBA

12:00-1:00p.m.

LUNCH

(Included in Seminar
Registration Fee)

1:00-2:00p.m.

The Flexible Law Firm

Jim Calloway & Catherine Reach

Navigating Tribal Court Practice

Shannon Prescott

Oklahoma’s Trial of the Century – The Prosecution

TBA

 

Oklahoma’s Trial of the Century – The Defense

Brian Hermanson

2:00p.m.

BREAK

2:10-3:00p.m.

Extreme Makeover: Law Firm Website Edition

Catherine Reach & Darla Jackson

Basics of a DPS Revocation Hearing (and Update on Recent Rulings)

Brian Morton

Oklahoma’s Trial of the Century – Reflections

Retired Supreme Court Justice Steven W. Taylor

6:30 p.m.

Reception; 7 p.m. Dinner and Entertainment

(Included in Seminar
Registration Fee)

7:00-9:00 a.m.

Breakfast

8:25 a.m.

Remarks from OBA President

OBA President Linda Thomas

8:30 – 9:30 a.m.

60 Tech Tips in 60 Minutes

Catherine Reach, Jim Calloway & Darla Jackson

9:30 a.m.

Break

9:40-10:20 a.m.

The Ethics of Attorney-Client Contracts and Engagement Letters (ethics)

Gina Hendryx & Jim Calloway

Trust Accounting (ethics)

Darla Jackson

10:30-10:45 a.m.

Break (Hotel check out)

10:55-11:45 a.m.

Solo Quick Takes (Several short sessions)

TBA

Mitigating Cyber Risk for Law Firms

Heidi Shadid

The Hot Areas of Oklahoma Oil and Gas Legal Work in 2017 – Including Discussion of Current Cases

Mark Christiansen

11:55 a.m.

LUNCH

(Included in Seminar Registration Fee)

50 Years of the Oklahoma Judicial Nominating Commission (.50 hours CLE) – Bob Burke

12:45-1:35 p.m.

Financial Literacy for Lawyers

Ted Blodgett

How to Read an Abstract for Marketable Title

Kraettli Epperson

1:35-1:40 p.m.

BREAK

1:40-2:05 p.m.

Immersive Evidence: Virtual Reality in the Courtroom and Boardroom

(University of Oklahoma Professors Darin Fox & Kenton S. Brice)

2:05-2:30p.m.

What’s Hot and What’s Not in Law Office Management & Technology

Jim Calloway & Darla Jackson

THE RESORT

MAIN BENEFITS

Networking

It’s a great networking opportunity that can result in referrals.

CLE

Power through a year’s worth of CLE in two days..

Beautiful Resort

The Choctaw Casino Resort, the region’s only AAA Four-Diamond resort.

It’s a Bargain!

literally a tax-deductible family vacation! (But contact your CPA to be sure.)

YLD Midyear Meeting

Find a mentor or protégé and reconnect with fellow young lawyers.

Free Gear!

You might win free stuff!

PARTICIPATION COST

Registration is now open. Online registration can be found here. Downloadable pdf registration form can be found here.

Attending the YLD meeting only – download the pdf registration form here.


Registration fee includes 12 hours CLE credit, including one hour ethics. Texas credit has been approved for a total of 10 hours of which 0.75 is ethics. Includes all meals: evening buffet Thursday & Friday, breakfast buffet Friday & Saturday, lunch buffet Friday & Saturday.
$
0
Early Attorney Only
$
0
Late Attorney Only
$
0
Early Attorney & One Guest
$
0
Late Attorney & One Guest
$
0
Early Family
$
0
Late Family
$
0
Early OBA member (2 or less years - Admitted on or after January 1, 2015)
$
0
Late OBA member (2 or less years - Admitted on or after January 1, 2015)
$
0
Early OBA member (2 or less years) & One Guest
$
0
Late OBA member (2 or less years) & One Guest
$
0
Early OBA member (2 or less years) & Family
$
0
Late OBA member (2 or less years) & Family

No discounts. Cancellations will be accepted at any time on or before June 8, 2017 for a full refund; a $50 fee will be charged for cancellations made on or after June 9, 2017. No refunds after June 14, 2017. Call 1 (800) 788-2464 for hotel reservations. Refer to OBA-Oklahoma Bar Association when reserving room and/or block code 1706OBAOKL. Deadline for special rate reservations is June 9, 2017.

The Future, the Past, Some Fundamentals and Technology Tips Galore

By Jim Calloway

The future and the past will be highlighted at the 2017 OBA Solo & Small Firm Conference. The conference, which will be held June 22-24 at the Choctaw Casino Resort in Durant, devotes an entire track on Friday to Oklahoma’s Trial of the Century — the Alfred P. Murrah Federal Building bombing trial. This track will focus on the lessons lawyers can learn from the trial of Terry Nichols, focusing on the massive investigation undertaken by the FBI, the evidence as chronicled by Oklahoma’s own historian/lawyer/author Bob Burke, prosecution and defense strategies and comments from recently retired Oklahoma Supreme Court Justice Steven Taylor, who was the trial judge on the case.

For a look at the future, we will host a demonstration “Immersive Evidence: Virtual Reality in the Courtroom and Boardroom” by University of Oklahoma College of Law Professors Darin Fox and Kenton S. Brice. The day is coming, sooner than you think, when investigators at a crime scene will create virtual reality recordings that will allow jurors to don headsets and actually “walk around the crime scene” in virtual reality mode. There are many other evidentiary uses.

We are shaking things up this year. Children’s activities with supervision are being planned. Our ever-popular “60 Tech Tips in 60 Minutes” will kick off Saturday morning instead of Friday morning. We are asking the presenters on our substantive law sessions to include more forms with their materials. We are going to have both musical and magical entertainment. The conference registration fee includes meals and evening events.

As always, the conference offers 12 hours of MCLE credit, including one hour of ethics credit. Our ethics program this year is “The Ethics of Attorney-Client Contracts and Engagement Letters” with OBA General Counsel Gina Hendryx joining me. We know, from conversations with our members, this will be a subject of great interest.

A special returning guest this year will be Catherine Reach, director of Law Practice Management & Technology of The Chicago Bar Association. She is going to enlighten us about Microsoft Office 365 and team with OBA Practice Management Advisor Darla Jackson for a program called “Extreme Makeover: Law Firm Website Edition.” Catherine and I will kick off Friday morning with “Critical Technology Tools for the Solo and Small Firm Practice.”

Many solo and small firm lawyers are looking for areas in which to expand their practice. If you are not yet practicing in tribal courts, you may want to attend Shannon Prescott’s program, “Navigating Tribal Court Practice.” Many say this is a growing area of their practice.

Other substantive law programs include “Estate Planning for Mom and Pop,” “Relocation – When Harry Left Sally,” “Civil Discovery: Forms and Procedures,” “Basics of a DPS Revocation Hearing,” “Hot Areas of Oklahoma Oil and Gas Legal Work in 2017” and “How to Read an Abstract for Marketable Title.”

Would your clients hire you if they thought you didn’t intend to keep their confidences? The growing risk of online intrusions to law firm networks and client data is an important consideration for law firms of all sizes. We are pleased to welcome Heidi Shadid for her presentation, “Mitigating Cyber Risk for Law Firms.”

One program was so good at the OBA Annual Meeting last fall we had to bring it to this year’s Solo & Small Firm Conference. Attorney and CPA Ted Blodgett will discuss “Financial Literacy for Lawyers.” Most law students graduate law school without ever looking at a tax return other than their own. Ted will give us an overview of the items you need to examine in tax returns to get the true story whether it is the health of an ongoing business, someone trying to minimize income in a contested family law matter or whether someone is trying to be tricky in another way. This is an extremely informative presentation.

The OBA Solo & Small Firm Conference is held in conjunction with the Young Lawyers Division Midyear Meeting. There will be networking opportunities for young lawyers. Many of our educational sessions are designed with value to young lawyers in mind. We know that all of our young lawyers will appreciate the forms provided with many of the substantive law programs.

This conference has always been about more than just the CLE. It’s a chance to relax and get away. It’s an opportunity to meet with other lawyers from all across Oklahoma. There’s a lot of time for fun and a great resort setting at the Choctaw Casino Resort in Durant. The registration form accompanies this article for those who like paper, and you can register online at www.okbar.net/solo. Why not go ahead and register now? We hope to see you at the 2017 OBA Solo and Small Firm Conference.

2017 YLD Midyear Meeting

By Lane Neal, YLD Chairperson

The OBA is finalizing plans for the Solo & Small Firm Conference that will take place in June at the Choctaw Resort in Durant. The conference also serves as the YLD Midyear Meeting. There will be programs and networking opportunities specifically designed for young lawyers. It is a great way to improve your practice, network and relax a little. I hope to see you there!