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Hide details for [<tr><td><a name=18><a  class="C1"  href="By Sponsor?Openview&Start=18&Expand=18#18">Law Office Management Ass
Law Office Management Assistance Service (LOMAS)
ABC’s of Starting and Managing Your Law Practice
This 2-hour program is designed to provide a complete overview of the critical aspects and interrelated issues involved in establishing and managing a new law practice. The Practice Management Advisors (PMAs) of The Florida Bar’s Law Office Management Assistance Service (LOMAS) identify and review the necessary resources for starting a law practice and how to find these resources. LOMAS PMAs cover step-by-step instructions and discuss practical tips for starting up the practice, preparing a business plan, and discuss the management skills necessary to manage a successful law practice. CLE Credits: 2.5 hours General credit. (Course No. 1263R)
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Building Business in a Down Economy
In this rapid-fire two and ½ hour program, nationally recognized Master Practice Advisor Dustin Cole draws from his more than 20 years of experience in legal marketing to pinpoint the new economic realities, identify what has changed, and offer both marketing fundamentals, and new, more effective solutions. Attendees will gain an understanding of the tools and specific action plans to increase revenues through more active, focused, and effective marketing.
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Building the Small Firm Marketing Program: From Planning to Ethical, Effective Action CLE Credits: 2.5 hours general credit including 2.5 hours Ethics credit
Small law firms and solo practitioners now comprise more than 62% of the profession. The supply/demand equation for legal services has been shifting dramatically in recent years. The purpose of this program is to help the lawyer market legal services effectively and ethically in a highly competitive legal marketplace. This course will teach how to develop a plan for consistent action and how to weather changes in demographics, in the economy and the value curve in the public’s demand for legal services. CLE Credits: 2.5 hours General credit including 2.5 hours Ethics. (Course No. 1265R)
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Developing a Business Plan for the Start-up Law Firm
This program is presented by the Law Office Management Assistance Service (LOMAS) and the University of Miami School of Law's Legal Corps: This 1.5 hour seminar and panel discussion includes topics on how to develop a business plan, including key definitions and terms. Ms. Dasher and Mr. Perry discuss the importance of having a start-up business plan. They review development of pro forma financial statements, including an in-depth discussion of cash requirements, budgeting and revenue projections. The seminar leaders share with you the three crucial marketing and planning skills lawyers need when contemplating starting their own law practice. This seminar also addresses the pros and cons of the virtual law office and offers additional resources for the start-up law firm.
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Electronic Discovery in Florida State Court: Navigating New Rules for New Issues
This intermediate level 150-minute course taught by attorneys who drafted the rules, a former Florida circuit judge, and e-discovery Florida educators and practitioners will thoroughly cover the new electronic discovery rules and provide guidance on how to utilize the rules to meet your professional obligations and to diligently advocate for your clients regardless of your practice area.
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Law Firm Financial Management for the Non-Financial Professional
Law Firm Financial Management for the Non-Financial Professional. This 2-hour introductory-level program helps lawyers, law firm support staff, and non-financial law firm managers raise their awareness of law firm economics and financial management. Law schools and paralegal schools do not teach financial management skills. Consequently, many lawyers and paralegals lack the financial management skills to prepare and manage case budgets, and to understand and analyze clients’ financial information. Lawyers establishing a new law practice need to understand financial reports to manage firm finances and daily operations. As lawyers strive to balance firm management with active caseloads, there is a greater need to understand financial information, particularly the balance sheet, profit and loss statement, owner’s equity statement, and cash flow statement. Decisions made without properly understanding the underlying financial implications may lead to reduced earnings (or even losses), layoffs, dissolutions, and improper client intake procedures. CLE Credits: 2 hours General credit. (Course No. 1266R)
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Lawyer as Employer
Developed by LOMAS (Law Office Management Assistance Service) Lawyer as Employer is a two-part DVD set covering 3 hours of practical, legal, and ethical aspects of law office employee management. Lawyers and law office staff must function as a team. Building an effective team starts with informed team leaders. From recruiting to termination, from FSLA wage & hour compliance to developing your own job descriptions, this DVD set with course material, checklists and forms, is a valuable tool for every partner or law office manager tasked with managing support staff personnel.
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Maintaining a Trustworthy Trust Account
Are you certain you understand trust accounting rules? This seminar contains a detailed presentation of rules and expectations from The Florida Bar about how to properly manage your trust account. Trust accounting involves more than just keeping money in the bank. Participate in this informative session to review the basic principles of trust accounting. Topics addressed include Florida Bar trust account rules and applicable ethics opinions, key definitions, and best practices.
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Managing Business Risk in the Law Firm
This two-hour audio CD or video DVD set seminar will address the many perils and pitfalls to avoid in law office management. Attendees will learn how to protect the law practice against disruptions and disasters. This presentations main focus is on the importance of strategic planning, marketing efforts, leadership succession planning, and business continuity issues including: Natural disasters, social, government, personnel, and health disasters, technology and data security, work environment security, law firm structure and governance, group and general insurance coverages, marketing and advertising mistakes, and other blind spots that if not handled properly could irreparably harm your the law firm. The audio CD or video DVD set includes course material on CD ROM. 2 Hours General CLE credit includes .5 hours ethics.
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New Rule 2.526:  Digital Accessibility of Documents Electronically Transmitted to Florida Courts
The rapid introduction of new technology not only has increased efficiency in the courts, law firms, corporate in-house legal departments, and government agency law offices, it has also reduced costs. Over time, the Florida Supreme Court has amended how e-documents are filed in Florida’s courts. New Rule of Judicial Administration 2.526 took effect January 1, 2012. New Rule 2.526 requires that any document that is or will become a judicial branch record, and that is electronically transmitted, be formatted in a manner that complies with all state and federal laws requiring electronic accessibility to persons with disabilities. These requirements include compliance with the Americans with Disabilities Act, and Section 508 of the federal Rehabilitation Act of 1973, as incorporated into Florida law by Section 282.603(1), Florida Statutes (2010). This course will cover: What is an accessible document?; Electronic filing of court documents and digital accessibility of e-filed court documents; Summary explanation of Rule 2.525(g) and Rule 2.526; Necessary software; How to prepare and convert your document; Resources for troubleshooting; Supplemental material is included as a PDF download. Note: The information presented in this seminar, especially about the procedures and current standards for electronically transmitting digitally accessible documents to Florida courts, is current as of January, 2012. In the ensuing months when more information becomes available about transmitting accessible documents with Florida’s courts, The Florida Bar will make that information available.
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Professional Liability Insurance: Everything You Need to Ask
This Audio CD or Video DVD set includes CD-ROM material provides a discussion of the current trends in professional liability insurance, and what important policies and procedures you need to be aware of that may apply to your law practice. This DVD seminar includes the latest information concerning where claims are generated as tracked by size of firm, areas of practice, and types of errors and omissions. Gain a deeper understanding of risk management best practices that you can take back to your firm and implement. General credit: 2 Hours, including 1 Hour of Ethics
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Technology Planning for the New Law Practice
This 2-hour program presented by Jerry Sullenberger, senior Practice Management Advisor of The Florida Bar’s Law Office Management Assistance Service (LOMAS), explains how to determine the technology requirements for the new solo or small firm law practice. It addresses, “How much technology will I need and how much will it cost?” The program reviews basic terminology you must know to select your computer and software systems. It examines suggested hardware specifications, rotation planning, operating system choices, case and matter management systems, financial management software, document assembly and document management software. Also included is discussion about peripheral devices, such as printers, scanners, and telephone solutions, as well as fundamental office infrastructure including networking, maintenance, training, administration and security. CLE Credits: 2 hours General credit. (Course No. 1264R)
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Working in the Cloud: It's the Latest It's the Greatest or Is It?
Working in the Cloud: It's the Latest, It's the Greatest, or Is It? This seminar is intended as a cloud computing primer for lawyers. This seminar addresses the benefits, disadvantages, and pitfalls of working in the cloud. Internet-based software as a service (SaaS) also will be discussed in detail, including the financial and case management benefits to be gained by working in the cloud, as well as the ethical considerations that should not be ignored. Easy to implement tips and safeguards will be provided to attendees.
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Hide details for [<tr><td><a name=19><a  class="C1"  href="By Sponsor?Openview&Start=19&Expand=19#19">Professional Ethics Commi
Professional Ethics Committee
2014 Masters Seminar on Ethics
The 2014 Masters Seminar on Ethics encompasses President Eugene Pettis’ theme “Embracing Connectivity”. In celebration of this year’s theme, the Masters Seminar on Ethics features a diverse and dynamic group of speakers and a highly acclaimed Judicial Panel who will discuss a variety of ethics issues faced by both new and seasoned lawyers. This lively and entertaining seminar will present a discussion of the practice of law from an ethics perspective, highlighting an understanding of the expectations of civility, candor, and ethical behavior in and out of the courtroom, and ethical considerations related to the impact of technology in changing the practice of law, and creating balance in practice and personal life. These esteemed speakers and panelists will provide insight and best-practice tips to assist lawyers in establishing a foundation for practice based in ethics and its impact on dealing with colleagues, clients, the court, and will highlight the integration of technology and the connectivity of these relationships and issues. The 2014 Masters Seminar on Ethics will benefit and appeal to lawyers in all fields, including those practicing transactional, civil, and criminal law, in understanding how to recognize ethical pitfalls and overcome many of the ethical challenges that lawyers face today.
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Masters Seminar on Ethics
The 2013 Masters Seminar on Ethics features dynamic speakers discussing a variety of ethics issues that many lawyers face today. The highly acclaimed presenters include a former Chief District Court of Appeal judge, the Chair of The Florida Bar's annual Board Certification Review Course for Civil Trial Law, the national director of legal training for Liberty Mutual Insurance Company, and the Director of The Florida Bar’s Law Office Management Assistance Service. Drawing on examples from their years of experience, these knowledgeable speakers will cover current ethics issues that arise in oral argument, litigation, dealing with clients, and maintaining trust accounts. These issues are especially timely given recent disciplinary cases concerning candor toward the tribunal, treatment of opposing counsel and the court, conflicts of interest, and trust accounting violations. The presentations will include lectures as well as highly interactive segments including filmed scenarios and questions and answers.
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Hide details for [<tr><td><a name=20><a  class="C1"  href="By Sponsor?Openview&Start=20&Expand=20#20">Real Property Probate & T
Real Property Probate & Trust Law Section
33rd Annual Attorney Trust Officer Liaison Conference
The 2014 ATO Conference features outstanding presenters from Florida and beyond who will present on: a) the effective use of directed trusts, b) the roles of the wealth management team and the estate planner, c) portability, d) business development for professionals, e) homestead, f) special trusts for gun owners, g) recent case analysis of fiduciary liability, h) decision making for discretionary distributions, i) professional ethics for the attorney and trust officer in estate planning and administration, j) international estate planning, k) wealth transfer tax developments, l) governing law and trust situs issues, m) Florida case law and legislative update and n) dealing with the tax on trust capital gains by having the gain taxed to the beneficiary.
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33rd Annual RPPTL Legislative & Case Law Update
This seminar is an review and update of the recent legislative session and important real property, probate and trust case law. Topics include: the power of attorney act redu, limitations on design professional liability and abolition of the economic loss rule, the revamp of Florida mortgage foreclosure laws and amendments to chapter 95 and 702 of Florida Statutes, land trust amendments, probate administration, residential landlord/tenant act, community associations, development permitting, jurisdiction over nonresidents in trust litigation, ethics and arbitration.
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34th Annual RPPTL Legislative & Case Law Update Seminar

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7th Annual Construction Law Institute - Audio Recording
This two day advanced course will cover the following topics: analysis of project delivery systems; public private partnerships; current e-discovery trends in litigation and technology; privileges and attorney work product; changes in the Florida Rules of Civil Procedure Regarding E-Discovery; controlling general conditions; iPads for construction lawyers; advanced lien law; licensing issues for different delivery systems; drafting considerations and case studies for green building; legislative & case law update; ethical considerations in construction cases.
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7th Annual Construction Law Institute
This two day advanced course will cover the following topics: analysis of project delivery systems; public private partnerships; current e-discovery trends in litigation and technology; privileges and attorney work product; changes in the Florida Rules of Civil Procedure Regarding E-Discovery; controlling general conditions; iPads for construction lawyers; advanced lien law; licensing issues for different delivery systems; drafting considerations and case studies for green building; legislative & case law update; ethical considerations in construction cases.
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8th Annual Construction Law Institute - CD ONLY
This two-day advanced course will cover the following topics: ethics issues in the use of social media in litigation, effective discovery techniques in an electronic world, best practices for evaluating and preparing construction liens, building code basics for construction lawyers, insurance coverage for construction defects, practice points when representing clients with coverage issues, mitigating exposure for false claims on cost or pricing issues, expert opinion testimony in Florida, practicing before the DBPR, construction liens in arbitration, surety insolvency implications for claimants and principals and proactive arbitration advocacy techniques.
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8th Annual Construction Law Institute
This two-day advanced course will cover the following topics: ethics issues in the use of social media in litigation, effective discovery techniques in an electronic world, best practices for evaluating and preparing construction liens, building code basics for construction lawyers, insurance coverage for construction defects, practice points when representing clients with coverage issues, mitigating exposure for false claims on cost or pricing issues, expert opinion testimony in Florida, practicing before the DBPR, construction liens in arbitration, surety insolvency implications for claimants and principals and proactive arbitration advocacy techniques.
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Advanced Commercial Real Estate Loan Document Drafting and Negotiation: Lender vs. Borrower - Key Provisions to Close the Loan
This program will present a live negotiation between Lender and Borrower counsel of key provisions necessary to close a commercial real estate loan. These provisions include assignment of rents, defaults and remedies, attorneys¡¯ fees, receiverships, and waiver of tort liability among other major loan document provisions.
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Advanced Construction Law Certification Review Course

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Advanced Real Estate and Certification Review Course
This course provides participants with the opportunity to review the most recent issues affecting real estate practitioners from the preeminent attorneys in our state. It is an advanced level course intended to also prepare participants who are studying for the Real Estate Board Certification Examination. Attached please find the course registration form for further information. We look forward to welcoming you and your colleagues.
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Advanced Real Estate Law & Certification Review Course

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And You Thought Estate Planning Was Easy?

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[Revised: 06-01-2008]