Skip to main content

Prepare for Practice Success Bundle: How to Manage Your Workload and Tips Today You Can Use Tomorrow

WEDNESDAY, MAY 8, 2024

12:25      Registration and Boxed Lunch Break

12:55      Welcome and Introductions

1:00        How to Manage Your Workload – Time, Task, Email and Distraction Management for Lawyers

Paul J. Unger, Affinity Consulting Group, Columbus, OH

Is technology serving you, or are you a servant to technology? Today, lawyers are constantly distracted by legal technology, connectivity, electronic case information, discovery, and information overload with email, instant messaging, social media, phone calls, interruptions and more. Lawyers switch tasks on their computers nearly 600 times a day. We are drowning in technology-based interruptions!

These technologies are essential and, in fact, required by many jurisdictions, but they are also killing productivity if we don't have the processes in place to deal with them.

In this program, we get our hands dirty and focus on how to manage distractions, emails, tasks and deadlines. Attendees learn how to take back control of your day and your practice with practical methodologies utilizing tools like Microsoft Outlook that you already own.

This program includes two 10-minute breaks.

4:20        Adjourn for the Day

THURSDAY, MAY 9, 2024

8:00        Registration and Continental Breakfast

8:40        Welcome and Introductions

8:45        Security and Backup

Clara Cottrell, BASF Corporation, Research Triangle Park
Pegeen Turner, Legal Cloud Technology, Raleigh
Paul J. Unger, Affinity Consulting Group, Columbus, OH

Whether you are a solo or larger firm, mitigating your security risks is your professional and legal responsibility. In this session, we provide suggestions for reducing your risks and keeping your client data safe. Did you know that a good backup system is part of the security equation? We discuss best practices for the backup of your files, emails, and systems as well!

9:45        Break

9:55        Litigation and E-courts

Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Michele Livingstone, Poyner Spruill, Charlotte
Paul J. Unger, Affinity Consulting Group, Columbus, OH

Whether you live in the courtroom or make the occasional appearance, our speakers expound on how lawyers can stay on top of the docket and deadlines, manage evidence, provide persuasive arguments, and learn more about the new e-court filing system rolling out across the state.

This session does not qualify for CLE credit.

10:25      Break

10:35      Managing Change and People While Staying Sane

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Samantha Gordon, McIntyre Elder Law, Charlotte
Michele Livingstone, Poyner Spruill, Charlotte

Managing people is not a skill necessarily taught in law school but is an essential component for most lawyers, whether you are supervising other lawyers or your support team. Remote and virtual team members add to the management challenge. On top of that you may find that even with the smallest team, change adds a layer of complexity. In this session, we provide management tips and some suggestions for putting your oxygen mask on first!

This session does not qualify for CLE credit.

11:10      60 Tips in 60 Minutes

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Damon T. Duncan, Duncan Law LLP, Greensboro
Brandon J. Huffman, Odin Law and Media, Raleigh
Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Pegeen Turner, Legal Cloud Technology, Raleigh
Paul J. Unger, Affinity Consulting Group, Columbus, OH

In this fast and fun session, our speakers provide actionable tips for everything from using generative artificial intelligence to leveraging mobile technologies and everything in between. In this session, there is never a dull moment as our panelists provide practice management and technology tips that are sure to lead to some enlightening ideas!

This session does not qualify for CLE credit.

12:20      Networking Lunch and Wellness Challenge

1:20        Client-centric Services

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Damon T. Duncan, Duncan Law LLP, Greensboro
Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Kim K. Steffan, Steffan & Associates PC, Hillsborough

Do you put the client's experience first? You should! Excellent communication is necessary to comply with RPC 1.4, and it can also ensure that your clients become fans of your firm. It isn't always about "winning" or "losing", but a client who feels well represented and in the know will tell others. Our panelists suggest ways to make sure that your firm can develop and improve your client-focused services.

2:20        Break

2:30        Business Development, Finance and Marketing

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Brandon J. Huffman, Odin Law and Media, Raleigh
Afi S. Johnson-Parris, Fox Rothchild LLP, Greensboro
Catherine Sanders Reach, North Carolina Bar Association, Cary
Kim K. Steffan, Steffan & Associates PC, Hillsborough

Whether you need more clients or have plenty now, firms should have business development and marketing strategies in place to remain visible and top of mind in the marketplace. We also discuss how to get on top of your finances to make sure that you are conversant in your bottom line so you can focus on stability and growth.

This session does not qualify for CLE credit.

3:30        Break

3:40        Microsoft 365 and Law Practice Technology

James M. "Jim" Calloway, Oklahoma Bar Association, Oklahoma City, OK
Damon T. Duncan, Duncan Law LLP, Greensboro
Pegeen Turner, Legal Cloud Technology, Raleigh
Paul J. Unger, Affinity Consulting Group, Columbus, OH

Technology competency is a requirement under the NC Rules of Professional Conduct 1.1. How can you make the best use of tools you already have? Are there practice-specific technologies that you can deploy to stay on top of a case or matter so you can focus on the representation and not the administrative processes? In this session, we give you tips to superpower your technology so you can get more done with accuracy and acumen.

4:40        Adjourn

‡ Indicates portion providing Technology Training credit

Description

The Center for Practice Management and Continuing Legal Education Department come together for this unique blend of professional development and educational programming.

Join us on May 8–9 at the North Carolina Bar Center in Cary and hear from special guest legal tech experts Paul Unger and Jim Calloway, along with all-star panelists from across the state, who provide time management and practice tips that you can immediately put into action.

Day 1 focuses on time management and Day 2 covers hot topics like security, client services, marketing, technology and more.

Contributors

  • James A. "Jim" Calloway

    James A. "Jim" Calloway is the Director of the Oklahoma Bar Association's Management Assistance Program. He served as co-chair of ABA TECHSHOW 2005 and the first two GPSSF National Solo and Small Firm Conferences in 2006 and 2007. He frequently writes and speaks on legal technology issues, Internet research, law office management and organization and legal ethics. He's make several dozen presentations per year to county bar meetings and other CLE events within Oklahoma.

    Jim manages several projects for the OBA, including the OBA-NET, our member's official online community, and the OBA Solo and Small Firm Conference.

    Jim has also been fortunate enough to be asked to speak at several national conferences, including the American Bar Association Annual Meetings from 1999 through 2007, ABA TECHSHOW 2000 through 2007, LegalTech Toronto and Dallas 2000, Pacific Legal Tech 2006, ACLEA annual meeting 2006 and LegalTech New York 2006. His articles have been published in Lawyers Weekly USA, Law Practice Management magazine, Law Practice Today, Law Technology Today, Legal Management magazine, Law Technology News, LLRX.com and GPSolo, as well as many state and local bar association publications. He was recently honored with an induction as a Fellow of the College of Law Practice Management.

    Click here to follow his X feed.

  • Clara R. Cottrell

    Clara R. Cottrell is Assistant General Counsel, Compliance & Privacy for BASF Corporation in Research Triangle Park. As part of the Legal Compliance group, she spends her time exploring and implementing data privacy and protection strategies for the company and in relation to the many digital projects, products, and initiatives across the varied business industries serviced by BASF. She also acts as US support on global and regional projects for data privacy and protection issues.

    A registered patent agent, Clara was in private practice at Smith Moore Leatherwood, now Fox Rothschild, in Greensboro, before joining BASF in July 2013. Clara moved into her current data privacy role in January 2020.

    Clara is actively involved in the North Carolina Bar Association with the Corporate Counsel Section (past Section Chair) and the Privacy and Data Security Section (Council member) as well as Chairing the NCBA CLE Committee and being a member of the NCBA Membership Committee. She has been named a 40 Under Forty by The Business Journal, a 2013 Legal Elite Young Guns Best Under 40 and a North Carolina Super Lawyers Rising Star.

    Clara earned her B.S. in Biochemistry from North Carolina State University and went on to earn her J.D. from Wake Forest University. After law school, Clara clerked for the Honorable Judge Ben Tennille (retired) in the North Carolina Business Court.

    Click here for more information about Clara.

  • Damon T. Duncan

    Damon T. Duncan is a bankruptcy and workers' compensation attorney at Duncan Law LLP in Greensboro. Duncan Law LLP has offices located across the state in Charlotte, Greensboro, Winston-Salem and Salisbury.

    In addition to practicing in the areas of bankruptcy and workers compensation, Damon has served as the chair of the Law Practice Management & Technology section of the North Carolina Bar Association, secretary of the Greensboro Bar Association and has been named as a "Rising Star" and "Business Elite" in North Carolina.

    Damon is also a part of the adjunct faculty at Elon University School of Law. He teaches a class during the winter term covering law practice management.

    Damon earned his B.A. in Communications (Corporate emphasis) from Elon University and his J.D. from Elon University School of Law.

    Click here for more information about Damon.

  • Samantha E. Gordon

    Samantha E. Gordon is an Estate Planning & Elder Law Attorney at McIntyre Elder Law in Charlotte.

    Samantha's tenure at institutions such as Jones Branz & Whitaker LLP and the Law Offices of Shane Smith allowed her to dive deep into the complexities of estate planning and personal injury cases, respectively. These experiences set the foundation for her specialization in elder law.

    Samantha is an active member of the North Carolina Bar Association and Foundation. Since 2017, she has been a lead volunteer attorney for the NCBF Wills for Heroes program that provides free estate planning documents to first responders in North Carolina. In addition, she has been a co-chair of the Young Lawyers Division Pro Bono Committee since 2018 and received the distinguished award of Young Lawyer of the Quarter from the Bar Association in 2021. She has also been inducted into the North Carolina Bar's Pro Bono Honor Society in 2019, 2020, and 2021 with over 70 hours of pro bono work each year. In 2022, she was awarded among the young lawyers of the North Carolina Bar Association the Young Lawyer Pro Bono Service Award for her pro bono service throughout the years.

    Samantha earned her B.A. in Political Science/Legal Studies/Economics from Bloomsburg University and her J.D., with highest pro bono honors, from Charlotte School of Law, where she participated in numerous clinics and organizations.

    Click here for more information about Samantha.

  • Brandon J. Huffman

    Brandon J. Huffman is a founding attorney at Odin Law and Media in Raleigh. He is focused on representing technology and media clients in business, intellectual property, content clearance, privacy, commercial contracts, employment and internet regulatory matters. Why? Because of a passion for creativity and technology. Brandon is a so-so visual artist, a lousy programmer and a pretty-okay film editor, but he is a great lawyer. He keeps an old comic by Barbara Smaller that features a little boy in a cowboy outfit telling his father “Well if I can’t be a cowboy, I’ll be a lawyer for cowboys.” The creative and innovative clients Brandon serves are his cowboys.

    Brandon volunteers as general counsel to the International Game Developers’ Association, the largest trade organization focused on supporting individual game developers. In early 2017, he was awarded the IGDA’s MVP award.

    Brandon earned his B.A. from The University of North Carolina at Chapel Hill and his J.D., cum laude, from The Ohio State University.

    Click here for more information about Brandon.

  • Afi S. Johnson-Parris

    Afi S. Johnson-Parris is a Partner at Fox Rothchild LLP in Greensboro. She is a NC Board Certified Family Law Specialist attorney practicing divorce and family law.

    Before law school, Afi served her country as a Computer Systems Analysis Officer in the Air Force. After law school, she began practicing complex civil litigation in Atlanta and relocated to Greensboro in 2006 to practice employment and civil litigation. She founded her own divorce and family law firm in 2008 and has been practicing family law ever since.

    Afi enjoys sharing her law practice management expertise gained from years in varied practice settings from AM Law 100 firms to solo and small firms. She is a former chair of the North Carolina Bar Association Law Practice Management and Technology Section. She is also a frequent presenter for law practice management programs, continuing legal education, and as a faculty member of the ABA's Family Law Trial Advocacy program. Currently, she is the Chair-Elect of the 25,000 plus member America Bar Association Law Practice Division.

    Most recently, Afi was named to 2023 US News & World Report Best Lawyers and North Carolina Super Lawyers in the Family Law category. She was recognized as a Lawyer's Weekly Woman of Justice in 2019 and was the state-wide winner in Family Law for the 2017 Legal Elite by Business North Carolina magazine.

    Afi earned her B.B.A., on an Air Force ROTC Academic Scholarship, in Computer Information Systems from the University of Miami, M.B.A. from the University of Phoenix, Southern Colorado and her J.D. from the University of Virginia School of Law, where she was a published member of its Law Review.

    Click here for more information about Afi.

  • Michele Livingstone

    Michele Livingstone is an Associate at Poyner Spruill in Raleigh. She focuses her practice on civil and commercial litigation matters, representing businesses and professionals in state and federal courts. She also has experience representing governmental entities in litigation in state, federal, and appellate courts on a variety of issues including police practices and issues arising under the North Carolina State Constitution.

    In 2022, Michele was honored with the Charles F. Blanchard Young Lawyer of the Year Award from the North Carolina Bar Association and is active in the North Carolina Bar Association Young Lawyers Division.

    Prior to joining the firm, Michele served as a defense attorney on a variety of cases including labor and employment, professional malpractice, construction defects, and workers' compensation. She also was an associate attorney at Kennon Craver PLLC in Durham.

    Michele earned her B.S. in Political Science and Economics from Santa Clara University and her J.D. from Wake Forest University of Law.

    Click here for more information about Michele.

  • Catherine Sanders Reach

    Catherine Sanders Reach is Director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was Director, Law Practice Management and Technology for the Chicago Bar Association and the Director at the American Bar Association's Legal Technology Resource Center.

    Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for a number of years, working at Ross and Hardies as a librarian. She received a master's degree in Library and Information Studies from the University of Alabama, Tuscaloosa in 1997.

    Catherine's professional activities include articles published in Law Practice magazine, Law Technology News and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law firms for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating fifty innovators, techies, visionaries, and leaders in the field of law and in 2013 became a Fellow of the College of Law Practice Management. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016 and is co-vice chair in 2019.

    Click here for more information about Catherine. Connect with her on Twitter and LinkedIn.

  • Kim K. Steffan

    Kim K. Steffan is with Steffan & Associates PC in Hillsborough. She has been in general practice since 1986, most of that time in Hillsborough.

    Kim serves on the Regional Advisory Board for UNC's Small Business and Technology Development Center. She is a current Board member and past president of the Orange County Bar Association. She serves on the District 18 Bar Mentoring Committee to assist young lawyers with professional development. She has spoken to various groups on estate planning, business law, family law, workers' comp, and other topics.

    From time to time, Kim serves as a volunteer guest faculty member at seminars and workshops at the UNC Law School. She writes the monthly "Ask the Lawyer" legal column for the News of Orange County. She received the 2009 Work Life Balance Award presented by the N.C. Association of Women Attorneys.

    Kim earnedher B.A. magna cum laude from Duke University and her J.D. from the University of North Carolina School of Law at Chapel Hill.

    Click here for more information about Kim.

  • Pegeen Turner

    Pegeen Turner is a Legal Technology Consultant and President of Legal Cloud Technology in Raleigh. She has worked with attorneys and their technology both inside and outside of law firms for more than 20 years.

    Now, as a consultant and president of Legal Cloud Technology, Pegeen helps firms integrate new technology into their practices and helps firms update and use their existing technology better. Her firm concentrates on cloud-based technology and moving attorneys and firms toward cloud-based technology. She is also a co-founder of a technology product called myFirmData, a custom reporting tool that integrates with Clio, the leading cloud-based practice management system.

    Pegeen earned her B.B.A. degree in International Business from James Madison University.

    Click here for more information about Pegeen.

  • Paul J. Unger

    Paul J. Unger is owner of Affinity Consulting Group in Columbus, OH.

    Paul is a national speaker and author. He coaches lawyers how to be more efficient with time management by offering customized workshops. When he isn't speaking or writing, he is usually performing technology assessments throughout the United States and Canada. Paul began his career working for the Governor of Ohio, and then went on to law school. He practiced law for six years, specializing in litigation and bankruptcy, before starting a legal technology consulting company with partner Barron Henley in 2000.

    Paul's superpowers are cleaning up messes and turning digital chaos into well-organized machines. His favorite part of his job is helping people get organized and focused so they can find more enjoyment in their lives and jobs.

    Click here for more information about Paul.

If you did not attend this program in its entirety, please fill out a partial credit form to ensure that we report your credit accurately.

Please send your completed form to askcle@ncbar.org within seven days of this program.

As an attendee at this CLE program, your feedback is important.

Click here to fill out the program evaluation.

Click here to view Forms and CLE Policies, Terms and Conditions.

If paying by check, click here for a printable registration form. Please reference the in-person live program code 351CPM.


Can't attend in person? Please contact us at askcle@ncbar.org or 919.677.0561 to switch your registration to the Live Webcast before the start of the program.

(After the live CLE program begins, you will have real-time access to only the program format for which you are registered — either In-Person Live or Live Webcast — and your registration cannot be switched.)


Certificate of Completion and Archived Video: Your certificate of completion and archived video will be available approximately two weeks of the program date and can be found in your CLE account. MCLE credit is available to registrants only on the day(s) of the live event. This archived content is offered solely for review purposes and is not a substitute for live attendance. Click here for more information about archive videos in our FAQ.

May 8 - May 9, 2024
12:25 PM EDT - 4:40 PM EDT
North Carolina Bar Center 8000 Weston Parkway Cary, NC 27511 919.677.0561

View map and directions

Duration 2 Days

You can access this item by buying entire course

Buy entire course:

Already Registered?
For Technical Support
(888) 705-6002
+1 (858) 201-4136*
*for callers residing outside of the United States