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Schedule


Wednesday, June 25, 2014

Time Program
10 - 11:30 a.m. Board of Governors Committee Meetings
11:30 a.m. - 1:00 p.m. Board of Governors Awards Luncheon
1:00 - 4:30 p.m. Board of Governors Meeting
3 - 4:40 p.m.
Pre-conference CLE session: Fastcase & Books Unbound

Pre-conference CLE session: Fastcase & Books Unbound

Learn how to effectively and efficiently use Fastcase and Books UnBound in your research. Fastcase, a State Bar of Wisconsin member benefit, offers unlimited online legal research through its comprehensive 50-state and federal case law database. The database includes coverage of the federal appellate courts, bankruptcy courts, the U.S. Supreme Court as well as Wisconsin statutes, administrative code, and case law. Books UnBound is an interactive online library of resources, which contains links to primary law via Fastcase.

4:45 - 6:00 p.m. Presidential Swearing-In Ceremony & Celebration

Presidential Swearing-In Ceremony & Celebration

Evergreen

You'll have the opportunity to witness Robert R. Gagan being sworn in as the 59th State Bar president on Wednesday, June 25, at 5:00 p.m. Then stick around to toast him and head to the Kick Off the Conference party beginning at 6:00pm. All members are welcome to attend.

6 - 9 p.m. Kick Off the Conference Party

Kick Off the Conference Party

Start your Annual Meeting & Conference experience out right! Join us for food, fun and beverages. Reconnect with old friends or make some new ones! Everyone is welcome to attend this reception.


Thursday, June 26, 2014

Time Program Track
7:15 - 8 a.m. Continental Breakfast with Exhibitors
Sponsored by Hupy & Abraham

Continental Breakfast with Exhibitors

Start off your day in the exposition area with a variety of complimentary breakfast items, coffee, and juice as you network with fellow lawyers and learn about valuable products and services.

Special thanks to Hupy & Abraham

8 - 8:15 a.m. Conference Welcome & Introduction
8:15 - 9:30 a.m. Opening Plenary Methods of Appellate Judging: Textualism, Originalism, Pragmatism, or Letting a Thousand Flowers Bloom?
featuring Hon. Diane S. Sykes & Hon. David F. Hamilton

Methods of Appellate Judging: Textualism, Originalism, Pragmatism, or Letting a Thousand Flowers Bloom?

Evergreen

Featuring Hon. Diane S. Sykes & Hon. David F. Hamilton

9:30 - 10 a.m. Refreshment Break
10 - 10:50 a.m. Session 1 Presidents' Forum: Practical Advice for Negotiation, Discovery, Mediation and Trial

Presidents' Forum: Practical Advice for Negotiation, Discovery, Mediation and Trial

Presented by: Past Presidents of the State Bar of Wisconsin

Salon B

This session will draw on the clinical experience of our Past Presidents developed over years of litigation practice. During the program, you will examine a range of topics, and obtain practical advice in discovery, negotiation, mediation, and trial.

From this session you will:
  • Acquire a better understanding of the litigation process
  • Learn ways to improve your approach to developing and resolving litigation
  • Discover techniques that will improve your efficiency while reducing your expenses

George Burnett, Law Firm of Conway, Olejniczak & Jerry S.C., Green Bay
Michael Guerin, Gimbel Reilly Guerin & Brown LLP, Milwaukee
Susan R. Steingass, University of Wisconsin Law School, Madison
John Walsh, Axley Brynelson, LLP, Madison

Administrative Law Practice & Procedure

Administrative Law Practice & Procedure

Presented by: Public Utilities Law Section

Salon C

Administrative agency proceedings follow different rules than state and federal courts. This session covers practice and procedure basics before administrative agencies generally, and uses the Public Service Commission of Wisconsin as an example to highlight the differences.

During the session, you will:
  • Develop knowledge on how to take a case through the administrative agency process
  • Find out where to go for assistance in navigating that process
  • Learn some basic information about the Public Service Commission of Wisconsin, the state agency charged with regulating public utilities, as it forms the basis for the practical example case used in the program

Cynthia Smith, Public Service Commission of WI, Madison

Wisconsin's New Revised Uniform Partnership Act

Wisconsin's New Revised Uniform Partnership Act

Presented by: Business Law Section

Salon A

The Revised Uniform Partnership Act provisions being adopted in Wisconsin reflect significant changes involving partner authority, fiduciary duties among partners and creditors, state-level filings, partner dissociation, and partnership dissolution. During the session, you will examine these approaching changes to Wisconsin's Partnership Statutes and related changes that will affect all business entities in Wisconsin. The new revisions also broaden and provide additional flexibility for cross-species mergers and conversions involving not only general limited and limited liability partnerships, but also regular business and nonstock corporations and limited liability companies, which could affect all business entities. In addition to an overview of what rules will be changing for partnerships, you will gain insights regarding drafting of partnership agreements.

Joseph D. Masterson, Quarles & Brady LLP, Milwaukee
Thomas J. Nichols, Meissner Tierney Fisher & Nichols S.C., Milwaukee
Adam J. Tutaj, Meissner Tierney Fischer & Nichols S.C., Milwaukee

10:50 - 11:15 a.m. Refreshment Break
11:15 a.m. - 12:30 p.m. Session 2 Trial Advocacy Skills Part One

Trial Advocacy Skills Part One

Presented by: Bankruptcy, Insolvency & Creditors' Rights Section

Salon B

Developed to introduce trial advocacy skills by a panel of experienced judges and litigators, at this program you will explore the more complex components of trial practice in detail. Begin with drafting the complaint itself and end with a focus on evidence issues at trial. New and experienced litigators will both benefit from this in-depth analysis of trial practice.

  • The Complaint - Learn how to draft a complaint like you mean it
  • Win your case by incorporating everything you need in the complaint

Hon. Sean H. Lane, U.S. Bankruptcy Court, Southern District of New York, New York
Hon. Pamela Pepper, U.S. Bankruptcy Court, Eastern District of Wisconsin, Milwaukee
Mark L. Rotert, Stetler, Duffy & Rotert, LTD., Chicago

Hot Topics in Construction Law

Hot Topics in Construction Law

Presented by: Construction & Public Law Section

Salon C

The Applicability and Impact of the Economic Loss Doctrine on a Construction Dispute

Whether the Economic Loss Doctrine applies is an issue that arises in construction disputes ranging from projects involving residential remodeling to multi-million dollar high-rise office buildings. If it applies, the doctrine will eliminate a plaintiff's tort claims against a contractor. This seminar will address this continually evolving doctrine as it applies in construction litigation, including potential exceptions to the doctrine.

  • Learn to identify the impact that the Economic Loss Doctrine may have on a plaintiff's tort claims in a construction dispute
  • Discover the exceptions that clearly apply to the doctrine
  • Gain insight into creative arguments that could save a tort claim from otherwise being barred by the doctrine

Wisconsin Builders' Statute of Repose: Practical Realities

The recent lawsuits arising out of the O'Donnell Park garage accident, occurring nearly 20 years after its construction, encountered multiple legal issues involving Wisconsin's Statute of Repose - the 10-year time bar for injuries resulting from improvements to real property. Although the law has been on the books for 40 years, cases interpreting how to apply it are scarce. This session will discuss the Statute, examine how Wisconsin law in other contexts may offer insight into how the Statute should be interpreted, and explore how other state's similar laws are analyzed. You will walk away with a broader understanding of the Statute's current use and possible shortcomings.

During the session, you will explore several questions, including:
  • What is a "defect or deficiency" and does it relate to the requirements of a contract?
  • How do we interpret and apply the "fraud, concealment or misrepresentation" exception?
  • When does the ""manufacturer or producer of the material"" clause apply?

The Basics of Commercial General Liability Insurance Coverage and Additional Insured Status on Construction Projects

Commercial General Liability ('CGL') insurance is a critical aspect of risk management for construction projects. Challenges to established law regarding CGL coverage for contractors and others in the construction industry are always present.

Attorneys who represent parties in the design and construction of any project should be aware of several things, including:
  • The scope and extent of available CGL coverage
  • The state of case law interpreting CGL coverage in construction disputes
  • The basics of additional insured status and misperceptions about how it works
  • The best practices to protect your clients by using insurance as an effective risk management tool.

At this session, you will address common misperceptions about CGL coverage and additional insured status and will gain:

  • An understanding of the critical role of insurance to effective risk management on a construction project
  • Insights into coverage rights and responsibilities and best practices.

William E. McCardell, DeWitt Ross & Stevens S.C., Madison
Matthew McClean, Davis & Kuelthau S.C., Milwaukee
Deborah C. Meiners, DeWitt Ross & Stevens S.C., Madison
Megan A. Senatori, DeWitt Ross & Stevens S.C., Madison
Brian R. Smigelski, DeWitt Ross & Stevens S.C., Milwaukee

Law Firm Boot Camp: A Practical Guide to Hanging Your Own Shingle

Law Firm Boot Camp: A Practical Guide to Hanging Your Own Shingle

Presented by: Solo, Small Firm & General Practice Section

Salon A

This 75-minute panel discussion will give new and experienced attorneys who are thinking of opening a law firm advice on getting started, getting clients, and staying out of (ethics) trouble. The panel will review what needs to be considered in starting a firm, and examine how attorneys can use Web pages, blogs, and social media to find clients without violating Wisconsin's rules of professional responsibility.

You will answer the following questions:
  • What are the business, legal, and professional decisions you must make before hanging your shingle?
  • How can I learn from mistakes made by others who have started and grown their own firms?
  • How can ethical rules be applied to discussing or marketing your practice on the internet through social media such as Twitter, Facebook, and LinkedIn?

Kathleen A. Brost, Brost Law Offices LLC, Neenah
Terrence L. Dunst, Bakke Norman S.C., New Richmond
Jonathan P. Groth, Groth Law Firm S.C., Brookfield
Johanna R. Kirk, Kirk Law Office LLC, Superior
Timothy J. Pierce, State Bar of Wisconsin, Madison
Thomas J. Watson, Wisconsin Lawyers Mutual Insurance Company, Madison

12:30 - 1:45 p.m. Networking Lunches

Networking Lunches

  • Nonresident Lawyers Division Luncheon
    Lakeview Chop House
    Are you crossing the border or coming from even further away? Join your nonresident colleagues from across the country and meet your Nonresident Lawyers Division Board at a luncheon hosted by the NRLD.

  • Senior Lawyer/Young Lawyer Luncheon
    Evergreen I
    Relax, network and enjoy good food at a joint Senior Lawyer/Young Lawyer luncheon presented by the Senior Lawyers and Young Lawyers Divisions. To help break the ice and promote conversation, each table will have fun, provocative, and engaging questions to discuss. All lawyers younger than 36 years old or in their first five years of practice, and senior lawyers 60 years of age and older are invited to participate, make connections, and begin new friendships.

    Special Thanks to Senior Lawyers Division.

  • General Networking Luncheon
    Brissago Restaurant
    Just looking for a quick lunch and a chance to relax informally with colleagues? A general networking lunch is available to all attendees.

1:55 - 2:45 p.m. Session 3 Trial Advocacy Skills Part Two

Trial Advocacy Skills Part Two

Presented by: Bankruptcy, Insolvency & Creditors' Rights Section

Salon B

Continue honing your trial skills at Trial Advocacy Skills - Part II, where you will explore other areas of trial, including discovery methods, preparation techniques, and trial procedures.

Topics will include:
  • Evidence - An evidence refresher for any litigator
  • The Notebook - preparing to win your case between the complaint and the hearing
  • The Trial - getting your evidence in to win

Hon. Sean H. Lane, U.S. Bankruptcy Court, Southern District of New York, New York
Hon. Pamela Pepper, U.S. Bankruptcy Court, Eastern District of Wisconsin, Milwaukee
Mark L. Rotert, Stetler, Duffy & Rotert, LTD., Chicago

The (Sometimes Surprising) Environmental Side of Disaster Preparedness

The (Sometimes Surprising) Environmental Side of Disaster Preparedness

Presented by: Environmental Law Section

Salon C

Flood, Fire, Tornado, and other "Acts of God." We're familiar with these Force Majeure terms as they relate to shifting responsibility when a contract goes sour. In the real world, these kinds of natural disasters do more than disrupt commerce - they create legions of unexpected issues. This session, led by two environmental lawyers, will help you to understand the things to watch for when disaster strikes. Think your office only needs to focus on restoring computers at its building? Think again. That flood may have left behind hazardous waste, indoor air issues, and other hidden environmental challenges. When corporate or general practice attorneys try to help their clients - large & small - plan for disaster, they often fail to identify issues that can arise with environmental compliance following a disaster. Companies with ongoing environmental compliance programs face additional challenges during and after a disaster. Non-environmental lawyers will gain guidance for how to identify these issues and how to respond to them.

Angela A. James, Michael Best & Friedrich LLP, Madison
Sarah A. Slack, Foley & Lardner LLP, Madison

Cloud Computing: The Good, The Bad & The Ethics

Cloud Computing: The Good, The Bad & The Ethics

Presented by: Law Office Management Assistance Program (LOMAP)

Salon A

This program will address practical, ethical, and legal considerations when selecting cloud services. The program will cover the ethics of cloud computing and the standard of care that applies for lawyers and firms with cloud services. Presenters will discuss sample provisions to address the use of cloud services with clients in a representation agreement and you will gain insight into negotiating changes to cloud service agreements that are unique to the legal profession and ethically required.

You will learn:
  • The different levels of cloud services offerings available for attorneys and firms
  • Things to consider before signing-up cloud services
  • The due diligence an attorney or firm should undertake when selecting a cloud service provider
  • The dangers in cloud computing
  • Your ethical obligations when using cloud computing
  • What steps you need to take to ensure you meet your obligations to safeguard confidential information

William C. Hess, Hess, Reinertson & Brunner S.C., Wausau
Aviva Meridian Kaiser, State Bar of Wisconsin, Madison
Nerino J. Petro, Jr., CIO, Holstrom & Kennedy, P.C., Rockford, IL

2:45 - 3:15 p.m. Refreshment Break
3:15 - 4:30 p.m. Session 4 Fitness to Practice: A Complicated Formula for Lawyers

Fitness to Practice: A Complicated Formula for Lawyers

Presented by: Wisconsin Lawyer Assistance Program Committee

Salon B

Explore the problems and the stress inherent in trial practice. Derived from the Office of Lawyer Regulation and the various rules that it enforces, you will learn tips and techniques developed to help lawyers avoid or address common problems that result from this high-stress practice area.

Topics Include:
  • Accepting and retaining good clients
  • Selecting and preserving good cases
  • Avoiding the stress that comes from litigation
  • Handling the stress you didn't see coming
  • Methods for collecting fees
  • Problems often confronted by women in the legal profession

Linda Albert, State Bar of Wisconsin, Madison
Andrea F. Hoeschen, Starting Line Legal, Milwaukee
Hon. Timothy L. Vocke, Vocke ADR, Rhinelander

Point/Counterpoint: An Overview of Recent Cases and Legislation for the Criminal Law Practitioner

Point/Counterpoint: An Overview of Recent Cases and Legislation for the Criminal Law Practitioner

Presented by: The Criminal Law Section & State Public Defender

Salon C

This session will provide an overview of new cases and new legislation affecting criminal practice.

Presenters will provide the perspectives of both the criminal defense lawyer and the prosecutor, giving you a thorough analysis of the new cases and laws along with a lively, entertaining discussion.

Winn S. Collins, Wisconsin Department of Justice, Madison
Mark F. Nielsen, Schwartz, Tofte & Nielsen Ltd., Racine
Adam Plotkin, State Public Defenders Office, Madison

A Judge's Perspective: Tips on Electronic Discovery and Recent Changes to the Privilege and Work Product Statutes

A Judge's Perspective: Tips on Electronic Discovery and Recent Changes to the Privilege and Work Product Statutes

Salon A

In 2010, Wisconsin made significant changes to the laws on discovery of electronically stored information (ESI). In 2013, important changes were made to Wisconsin law on privilege and work product to assist attorneys in their management of ESI discovery and assist courts in the resolution of discovery disputes. Attorneys attending this session will understand each of those changes to Wisconsin law, be able to more effectively argue discovery-related motions, and better manage discovery of ESI.

After the session, you will:
  • Understand Wisconsin law on the discovery of electronically stored information (ESI)
  • Understand recent changes to Wisconsin law on privilege and work product which affect discovery of ESI
  • Understand how to more effectively argue discovery-related motions
  • Be able to conduct productive discovery of ESI

Hon. Michael R. Fitzpatrick, Rock County Circuit Judge, Janesville

4:40 - 5:30 p.m. Session 5 Professionalism and its Importance to Wisconsin Lawyers

Professionalism and its Importance to Wisconsin Lawyers

Presented by: Lawyers for Professionalism

Salon B

At this program, you will examine the idea of "professionalism" from different perspectives. You will explore the relationship between the Rules of Professional Conduct and the concept of professionalism. You will learn why it?s important to keep professionalism in mind, as you engage in day-to-day practice. In addition, you will see how professionalism can improve both your own practice and the profession as a whole.

You will:
  • Acquire a better understanding of what is professionalism (hint: it's more than meeting the requirements of the Rules of Professional Conduct)
  • Develop a more informed sense of the role that professionalism should play in your day-to-day practice of the law and otherwise
  • Gain a greater appreciation of its importance to you personally and to the legal system in which you work

The program will consist of presentations, followed by a panel discussion and an open discussion between the speakers and the audience.

Bruce F. Ehlke, Ehlke, Bero-Lehmann & Lounsbury S.C., Madison
Brandon J. Evans, Kendricks, Bordeau, Adamini, Greenlee & Keefe, PC, Marquette
Janine P. Geske, Marquette University Law School, Milwaukee
Michael K. McChrystal, Marquette University Law School, Milwaukee
Randall L. Nash, O'Neil, Cannon, Hollman, DeJong & Laing S.C., Milwaukee
Louis B. Butler, Jr., Gonzalez, Saggio & Harlan LLP, Milwaukee

A Lawyer's Time and Advice are His Stock in Trade

A Lawyer's Time and Advice are His Stock in Trade

Presented by: Young Lawyers Division

Salon C

Lawyers have two challenges in all stages of their careers. One is collecting from clients who are unwilling or unable to pay. How far can a lawyer ethically proceed to collect? A second challenge is the ""cocktail party"" problem, where friends, family, and acquaintances seek free legal advice from lawyers. This can create potential attorney-client relationships and other potential pitfalls. This discussion will get the prospective of a judge and practitioners in a variety of legal fields on how to navigate these difficult situations.

They'll help to answer questions like:
  • What steps can you take to collect from clients on past due accounts?
  • What conflicts arise when withdrawing or suing clients?
  • How you can avoid giving away legal advice and turn these inquiries into potential clients?
  • How to manage a practice and make it profitable?

Deanne Koll, Bakke Norman, Menomonie
Timothy J. Pierce, State Bar of Wisconsin, Madison
Hon. Jason Rossell, Circuit Court of Kenosha County, Kenosha
Shannon Wynn, Wynn at Law LLC, Lake Geneva

Wisconsin's New Revised Uniform Limited Liability Company Act

Wisconsin's New Revised Uniform Limited Liability Company Act

Presented by: Business Law Section

Salon A

Explore the upcoming changes to Wisconsin's Limited Liability Company Act and related changes that will affect all business entities and their formation in Wisconsin. These changes will revise the rules for Wisconsin LLCs generally, as well as cross-species mergers and conversions, which could affect all business entity forms.

You will:
  • Understand the benefits of a "uniform" law for limited liability companies
  • Know the differences between the revised uniform laws proposed and current law
  • Appreciate the policy judgments behind the decision to deviate from the uniform law on certain points

Joseph W. Boucher, Neider & Boucher S.C., Madison
Joshua L. Cannon, Meissner Tierney Fisher & Nichols, S.C., Milwaukee
Nadelle E. Grossman, Marquette University Law School, Milwaukee
Richard A. Latta, Godfrey & Kahn S.C., Madison
Adam J. Tutaj, Meissner Tierney Fisher & Nichols S.C., Milwaukee

5:30 - 7 p.m. Member Recognition Celebration

Member Recognition Celebration

Evergreen

This is the annual awards event for State Bar members who have gone above and beyond in service to the profession and in offering legal services to the community. Awards are presented by numerous SBW entities and the WI Law Foundation. Everyone who attends the Annual Conference should attend this event to celebrate their peers who do great work in support of the practice of law!

The following awards will be presented at this year's Member Recognition Celebration:

Hon. Charles Dunn Author Award
Presented to Mark R. Hinkston of Knuteson, Hinkston & Quinn S.C.

Hotline Attorney of the Year Award
Presented to Bruce D. Huibregtse of Stafford Rosenbaum
and
Jordan Corning of Whyte Hirschboeck Dudek S.C.

Pro Bono Attorney of the Year
Presented to Michael C. Lueder of Foley & Lardner LLP

Pro Bono Organization of the Year
Presented to the University of Wisconsin Law School Veterans Law Center

Nonresident Lawyers Division Founder's Award
Presented to Daniel F. Rinzel of Redmon, Peyton & Braswell LLP

Dan Tuchscherer Outstanding Public Interest Law Attorney Award
Presented to Patricia Risser of Legal Action of Wisconsin, Inc.

Ryan Klesh Public Interest Legal Worker Award
Presented to Elise Cassidente of Disability Rights Wisconsin

Outstanding Public Interest Law Student Award
Presented to Mindy Nolan, Marquette University Law School
and
Andrew Brooks, U.W. Madison Law School

Senior Lawyers Division Leonard L. Loeb Award
Presented to Joseph A. Melli of Melli Law S.C.

Wisconsin Law Foundation's Gordon Sinykin Award of Excellence
Presented to Kenneth A. Knudson

Jack DeWitt WisLAP Award
Presented to Bruce B. Deadman of Davis & Kuelthau S.C.

7 - 10 p.m. Lawyers in Paradise - All Conference Beach Bash

Lawyers in Paradise - All Conference Beach Bash

Time to kick back and relax! Enjoy good food and cold drinks while listening to the sounds of the Caribbean. Dance to the music of TROPIXPLOSION, a show band that features steel drums, incredible percussion, great vocals and high energy fun. Join us for what will be the ultimate beach party!

10 - Midnight "After-Party" Hosted by the Young Lawyers Division and Milwaukee Young Lawyers Association

"After-Party" Hosted by the Young Lawyers Division

Not ready to call it a night? Join your colleagues for a late-night hospitality "after-party" hosted by the Young Lawyers Division. All conference attendees welcome!


Friday, June 27, 2014

Time Program Track
7:30 - 8:15 a.m. Continental Breakfast with Exhibitors

Continental Breakfast with Exhibitors

Get fueled up for your CLE sessions! Join your colleagues and vendors for a variety of complimentary breakfast items, coffee, and juice as you network with fellow lawyers and learn about valuable products and services.

8:15 - 9:30 a.m. Session 6 Special Needs Individuals, Special Legal Considerations

Special Needs Individuals, Special Legal Considerations

Presented by: Elder Law, Family Law, and Children & the Law Sections

Salon B

Cases involving special needs individuals permeate many legal practice areas. This program will help you identify those issues and will provide an overview of relevant methods to address them. With the aging baby boomer population, and the increasing divorce rates among this population, the need for skilled attorneys to assist with long-term care planning and family law needs will continue to increase, and this program will provide strategies to the practitioner to help provide that assistance.

You will:
  • Explore legal considerations and planning for clients/client?s family members with disabilities
  • Examine special needs planning and recent changes to the estate recovery laws
  • Understand the services and legal remedies available to address special needs of children
  • Discuss asset protection via family law and guardianship proceedings for elder clients

After this program, you will be able to identify the unique legal issues of special needs clients or their family members and will have gained a basic understanding of the resources and remedies available to these clients and family members.

Megan L. DeVore, La Crosse County Corp. Counsel, La Crosse
Anna L. Loess, Hill, Glowacki, Jaeger & Hughes, LLP, Madison
Heather A. Wilson, Hill, Glowacki, Jaeger & Hughes, LLP, Madison

The Intersection of Labor and Employment Law and Social Media

The Intersection of Labor and Employment Law and Social Media

Presented by: Labor & Employment Law Section

Salon C

Social media pervades society and the workplace. In a world of mobile technology, where information spreads widely at the speed of the wi-fi connection, social media is a frequent source of cutting-edge issues in the field of labor and employment law. It is continually raising new labor and employment issues and reshaping old ones. During this program, you will explore the rapidly evolving field of social media law that is trying to catch up with the newest technology.

After this session, you will understand that:
  • Social media law is rapidly developing and the need to proceed with caution
  • Social media policies are important and must be carefully drafted
  • How an employer (or attorney) obtains and uses information through social media is governed by many different sources of law
Learn to:
  • Protect an employer's reputation
  • Limit employer liability for information disseminated by employees
  • Obtain and use information about employees via social media channels
  • Draft a lawful, enforceable social media policy that encompasses both on-duty and off-duty social media use

Sara J. Geenen, The Previant Law Firm S.C., Milwaukee
C. Wade Harrison, Godfrey & Kahn S.C., Madison

Building Client Relationships through Better Communication: First Meeting, Difficult Conversations, and More

Building Client Relationships through Better Communication: First Meeting, Difficult Conversations, and More

Presented by: Dispute Resolution Section

Salon A

What do you do when the Judge rules against you and you have to give your client the bad news?

How do you tell a potential client that their claim is not worth what they think it is and still get them to retain you?

Do you send your clients a birthday card? Should you?

A better client relationship can provide a decrease in client response times, a decrease in accounts receivable, an increase in client satisfaction, and even an increase in client retention. Learn how to create better relationships with your clients. Learn communication skills that you can apply to your practice and your life. Review concrete examples that you can use, beginning with the first meeting, setting proper expectations, and having difficult conversations, including adverse judicial decisions.

Shannon Corallo, Bangert & Corallo, LLC, Milwaukee
Curtis Johnson, Jackson Law Firm S.C., Dodgeville
Nathan P. Olson, Olson Legal Group, LLC, Oshkosh
Michael D. Rust, Winnebago Conflict Resolution Center, Inc., Oshkosh

9:30 - 9:50 a.m. Refreshment Break
9:50 - 10:40 a.m. Session 7 Adventures in Ethics: International Deals, Politics, and Intrigue

Adventures in Ethics: International Deals, Politics, and Intrigue

Presented by: International Practice Section

Salon B

Negotiating and implementing international business transactions require you to be aware of many unusual factors. This interactive program will help you gain a better perspective on the nuances of international practice involving multi-national transactions and clients. Normally, politics and the legal system don't factor heavily into a business transaction; but in the international marketplace, they might. During this interactive program, you will follow a tale of what can happen when a Wisconsin company looks to grow by making an overseas acquisition. As the story evolves, you will see the increasing number of factors that become relevant to an international transaction's success including:

  • Multiple jurisdictions
  • Lawyers
  • Venues
  • Cultures
  • Politics
  • Legal systems

As you delve into each of these considerations you will engage in a bit of high stakes wagering. Not only will the 'winners' get to remain in good standing in Wisconsin, but also receive 'prizes'.

After the program, you will better understand:
  • What factors might impact international business transactions
  • What questions to consider for your clients
  • How to apply the Wisconsin Ethics Rules in the international realm including privilege, confidentiality obligations, unauthorized practice of law, FCPA, and immigration

Jeff Perzan, Law Offices of Jeffrey Perzan, Whitefish Bay
Joseph M. Rivas, Hochstattler, McCarthy, Rivas & Runde, S.C., Milwaukee

Proactive Legal Strategies for Problem Properties Part 1

Proactive Legal Strategies for Problem Properties Part 1

Presented by: Government Lawyers Division

Salon C

The housing and mortgage crises have created challenges for every community. Vacant properties breed crime, and can lead to dangerous and nuisance conditions.

At this program you will focus on legal strategies for dealing with:
  • Drug and gang houses
  • Chronic nuisances
  • Abandoned/foreclosed properties
  • Controversial uses
  • Illegal activity at licensed premises

Attorneys attending this program will learn how to marshal the resources of law enforcement, building and zoning enforcement, nuisance lawsuits, etc., to deal with these serious community problems.

Nicholas P. DeSiato, Milwaukee City Attorneys Office, Milwaukee
Jennifer Zilavy, Madison City Attorneys Office, Madison

So You Want to Do Business with an Indian Tribe

So You Want to Do Business with an Indian Tribe

Presented by: Indian Law Section

Salon A

In the State of Wisconsin, there are 11 federally recognized Indian Tribes. Common boundaries can lead to great opportunities when local governments, small and large businesses, and Indian Tribes do business together. But due to complex and myriad state, tribal, and federal laws, many governments and businesses are reluctant to engage in these agreements. The reality is that all parties can succeed in these relationships as long as they understand the basic steps. At this session, you will learn how to help local governments and businesses understand the intricacies of engaging in agreements with an Indian Tribe. The Indian Law Section will offer guidance to you when your clients are seeking to engage in governmental and/or business agreements with a Tribe.

You will:
  • Understand of the organizational structure of Indian Tribes
  • Be familiar with the doctrine of sovereign immunity as it applies to Indian tribes and jurisdiction in order to more effectively facilitate business and governmental agreements
  • Ensure you engage in the proper due diligence on behalf of your clients
  • Break down the myths and barriers that stymie governments, and small and large business entities from taking that first step to entering a business relationship with an Indian Tribe

Robert Orcutt, Stockbridge-Munsee Community, Bowler
Starlyn Tourtillott, Stockbridge-Munsee Community, Bowler
Rebecca Webster, Oneida Indian Tribe of Wisconsin, Oneida

10:40 - 10:55 a.m. Refreshment Break
10:55 - 11:45 a.m. Session 8 Kobayashi Maru: "Reprogramming" Our Practice

Kobayashi Maru: "Reprogramming" Our Practice

Presented by: Professional Ethics Committee

Salon B

In the Star Trek legend, the Kobayashi Maru was a test given to all Starfleet cadets to measure how they would respond to a no-win situation. It was used primarily to assess discipline, character, and command capabilities. Only one cadet, James T. Kirk, managed to beat the no-win scenario, and he did it by reprogramming the simulator to make victory possible. When lawyers encounter a no-win situation in their practices, the results can include additional costs, embarrassment, and recrimination. This program will investigate whether we can "reprogram" our practices to avoid some no-win situations or mitigate their consequences.

  • This program will introduce the self-audit as a way to manage risk
  • This program will identify areas of practice management that are fertile grounds for Kobayashi Maru

Dean R. Dietrich, Ruder Ware L.L.S.C., Wausau
Aviva Meridian Kaiser, State Bar of Wisconsin, Madison
Katja Kunzke, Wisconsin Lawyers Mutual Insurance Company, Madison
Timothy J. Pierce, State Bar of Wisconsin, Madison
Margaret Raymond, University of Wisconsin Law School, Madison

Proactive Legal Strategies for Problem Properties Part 2

Proactive Legal Strategies for Problem Properties Part 2

Part 1 Continued

Salon C

Danielle Bergner, Milwaukee City Attorneys Office, Milwaukee
Gregg Hagopian, Milwaukee City Attorneys Office, Milwaukee

Getting the Most from Your State Bar*

Getting the Most from Your State Bar*

Presented by: A Coalition of Young Lawyers

Salon A

Hear several young lawyers who have taken leadership roles within the State Bar of Wisconsin, in panel format, discuss the benefits of active engagement in the State Bar, giving you a greater understanding of the individual and professional development possible via State Bar volunteer opportunities.

In addition, you will hear practical advice regarding:
  • Practice management
  • State Bar resources for practice development and ethical management
  • Leadership opportunities within the State Bar
  • Tips on how to manage your time and responsibilities as a volunteer, together with your existing job or other responsibilities
  • How to get involved in these opportunities

Program materials will include information about the State Bar, the opportunities provided for membership in the Sections and Divisions, as well as specific advice regarding practice management and development for young lawyers.

*This session is not eligible for CLE credit.

Megann S. Hendrix, Becker, Hickey & Poster, S.C., Milwaukee
Angela M. Rust, Hinshaw & Culbertson, LLP, Appleton
Michael D. Rust, Winnebago Conflict Resolution Center, Inc., Oshkosh
Lee Turonie, Wisconsin Towns Association, Shawano

11:45 a.m. - 12:15 p.m. Hotel Check-out

Hotel Check-out

Grand Geneva Resort & Spa check out time is 12:00 noon. Holiday Inn Condos check out time is 10:00 am. Timber Ridge check out time is 11:00 am. Harbor Shores on Lake Geneva is 11:00 am.

12:15 - 2 p.m. Lunch & Closing Plenary Point / Counterpoint
Featuring Karl Rove & Robert Gibbs

Point / Counterpoint

Evergreen

Featuring Karl Rove & Robert Gibbs

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Presidential Sponsors

WILMIC
Axley
WILMIC

Premier Sponsors

Ruder Ware
7th Circuit Bar Association
Steinhilber, Swanson, Mares, Marone, & McDermott
Appellate Practice Section
Administrative and Local Government Law Section
WIPFLI CPA and Consultants
Business Law Section
Institute for Global Ethics
Godfrey & Kahn S.C.

Partner Sponsors

Senior Lawyers Division
Family Law Section
Hupy & Abraham s.c.
Clio
KnowledgeVision
Environmental Law Section
Construction & Public Contract Law Section
Quarles & Brady LLP

Program Sponsors

Bakke Norman SC

Becker, Hickey & Poster, S.C.

Brennan Steil SC

Calewarts, Duffy, Gagan & Erdman

Davis & Kuelthau, s.c.

Gimbel, Reilly, Guerin & Brown LLP

LakeLaw™

Stahmer Law Firm

State Bar of Wisconsin Elder Law Section

State Bar of Wisconsin Real Property, Probate & Trust Law Section

State Bar of Wisconsin Solo Small Firm & General Practice Section


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