Legal Time Management: Best Practices for Calendaring, Delegation, and Organization

Tracy L. Kepler
Tracy L. Kepler | CNA Insurance

Tracy L. Kepler is the Risk Control Consulting Director for CNA’s Lawyers Insurance Program. In this role, she designs and develops content and distribution of risk control initiatives relevant to the practice of law. She collaborates with the underwriting and claims teams to develop and execute strategies for the profitable growth of the program.

Live Video-Broadcast: May 16, 2025

1 hour CLE

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Program Summary

This program is designed to equip legal professionals with essential strategies to enhance their productivity and maintain ethical standards in their practice. The speaker will highlight some of the essential obligations under the ABA Model Rules of Professional Conduct (Rules 1.1, 1.3, 1.4, 3.2, 5.1, 5.3 and 8.4(d)) and throughout the discussion, attendees will learn effective calendaring techniques to manage deadlines, methods for delegating tasks while ensuring accountability, and organizational skills to streamline workflows. By mastering these best practices, attendees will be better prepared to handle their caseloads efficiently, reduce stress, avoid disciplinary and legal malpractice situations, and uphold their professional responsibilities.

This course is co-sponsored with myLawCLE. 

Key topics to be discussed:

  • Understand and implement effective calendaring techniques to manage deadlines, ensuring compliance with MRPC obligations and reducing the risk of missed deadlines
  • Develop delegation strategies that promote accountability and efficiency within legal teams, enabling better workload distribution and fostering a collaborative work environment
  • Enhance organizational skills to streamline workflows, improve document management, and optimize time management, leading to increased productivity and reduced stress in legal practice

Date / Time: May 16, 2025

  • 1:00 pm – 2:00 pm Eastern
  • 12:00 pm – 1:00 pm Central
  • 11:00 am – 12:00 pm Mountain
  • 10:00 am – 11:00 am Pacific

Closed-captioning available

Speakers

Tracy-L.-Kepler_FedBar

Tracy L. Kepler | CNA Insurance

Tracy L. Kepler is the Risk Control Consulting Director for CNA’s Lawyers Insurance Program. In this role, she designs and develops content and distribution of risk control initiatives relevant to the practice of law. She collaborates with the underwriting and claims teams to develop and execute strategies for the profitable growth of the program. Tracy lectures frequently at CNA-sponsored events and at state and local bar associations and national seminars hosted by industry-leading organizations. She also writes articles focusing on law firm risk control and professional responsibility issues.

Prior to joining CNA, Tracy served as the Director of the American Bar Association’s Center for Professional Responsibility (CPR), providing national leadership in developing and interpreting standards and scholarly resources in legal and judicial ethics, professional regulation, professionalism, client protection, professional liability and attorney well-being. Ms. Kepler has nearly 20 years of experience in attorney regulation as she served as an Associate Solicitor in the Office of General Counsel for the U.S. Patent &Trademark Office (USPTO), where she concentrated her practice in the investigation, prosecution and appeal of patent/trademark practitioner disciplinary matters before the Agency, U.S. District Courts and Federal Circuit, provided policy advice on ethics and discipline related matters to senior management, and drafted and revised Agency regulations. She also served as Senior Litigation Counsel for the Illinois Attorney Registration and Disciplinary Commission (ARDC), where she investigated and prosecuted cases of attorney misconduct.

Ms. Kepler has served in various volunteer capacities, including as President, on the Board of the National Organization of Bar Counsel (NOBC), a non-profit organization of legal professionals whose members enforce ethics rules that regulate the professional conduct of lawyers who practice law in the United States and abroad. Ms. Kepler is currently an Adjunct Professor at American University’s Washington College of Law, Georgetown University Law Center and Loyola School of Law (Chicago) teaching Legal Ethics. Committed to the promotion and encouragement of professional responsibility and attorney well-being throughout her career, Ms. Kepler has served on the ABA’s Commission on Lawyers Assistance Programs, is an Advisory Board member of the Institute for Well-Being in Law and is an author of its Well-Being Report. She is also a Board Member of the Mindfulness in Law Society, the Chair of the ABA IPL Section’s Attorney Well-Being Committee and a Commissioner on the International Bar Association’s Professional Wellbeing Commission. She is a graduate of Northwestern University in Evanston, Illinois, and received her law degree from New England School of Law in Boston, Massachusetts.

Agenda

I. Understand and implement effective calendaring techniques to manage deadlines, ensuring compliance with MRPC obligations and reducing the risk of missed deadlines | 1:00pm – 1:20pm

II. Develop delegation strategies that promote accountability and efficiency within legal teams, enabling better workload distribution and fostering a collaborative work environment | 1:20pm – 1:40pm

III. Enhance organizational skills to streamline workflows, improve document management, and optimize time management, leading to increased productivity and reduced stress in legal practice | 1:40pm – 2:00pm

Credits

Alaska

Approved for CLE Credits
1 General

Our programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Alabama

Pending CLE Approval
1 General

Arkansas

Approved for CLE Credits
1 General

Arizona

Approved for CLE Credits
1 General

California

Approved for CLE Credits
1 General

Colorado

Pending CLE Approval
1 General

Connecticut

Approved for CLE Credits
1 Ethics / Professionalism

District of Columbia

No MCLE Required
1 CLE Hour(s)

Delaware

Pending CLE Approval
1 General

Florida

Approved via Attorney Submission
1 General

Receive CLE credit in Florida via attorney submission.
Georgia

Pending CLE Approval
1 General

Hawaii

Approved for CLE Credits
1.2 General

Iowa

Pending CLE Approval
1 General

Idaho

Pending CLE Approval
1 General

Illinois

Pending CLE Approval
1 General

Indiana

Pending CLE Approval
1 NLS Credit

Kansas

Pending CLE Approval
1 Law Practice Management

Kentucky

Pending CLE Approval
1 General

Louisiana

Pending CLE Approval
1 Law Office Management

Massachusetts

No MCLE Required
1 CLE Hour(s)

Maryland

No MCLE Required
1 CLE Hour(s)

Maine

Pending CLE Approval
1 General

Michigan

No MCLE Required
1 CLE Hour(s)

Minnesota

Pending CLE Approval
1 General

Missouri

Approved for CLE Credits
1.2 General

Mississippi

Pending CLE Approval
1 General

Montana

Pending CLE Approval
1 General

North Carolina

Pending CLE Approval
1 General

North Dakota

Approved for CLE Credits
1 General

Our programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Nebraska

Pending CLE Approval
1 General

myLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
New Hampshire

Approved for CLE Credits
60 Ethics / Professionalism

As of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico

Approved for CLE Credits
1 General

Nevada

Pending CLE Approval
1 General

New York

Approved for CLE Credits
1.2 General

Our programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
Ohio

Pending CLE Approval
1 General

Oklahoma

Pending CLE Approval
1 General

Oregon

Pending CLE Approval
1 General

Pennsylvania

Approved for CLE Credits
1 General

Rhode Island

Pending CLE Approval
1 General

South Carolina

Pending CLE Approval
1 General

South Dakota

No MCLE Required
1 CLE Hour(s)

Tennessee

Pending CLE Approval
1 General

Texas

Pending CLE Approval
1 General

Utah

Pending CLE Approval
1 General

Virginia

Not Eligible
1 General Hours

Vermont

Approved for CLE Credits
1 Law Practice Programming

Washington

Approved via Attorney Submission
1 Other (Office Management)

Receive CLE credit in Washignton via attorney submission.
Wisconsin

Pending CLE Approval
1 Law Practice Management

West Virginia

Pending CLE Approval
1.2 General

Wyoming

Pending CLE Approval
1 General

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