Leveraging Technology for Time Management: What new attorneys should know (Including 1 hour of Ethics)

Clifford R. Ennico | Law Offices of Clifford R. Ennico

CLIFFORD R. ENNICO is widely considered to be one of America’s leading experts on the legal and tax problems facing entrepreneurs and privately-owned businesses.

A native of Yonkers, New York, Ennico is best known as the former host of MoneyHunt®, a fast-paced reality TV show for entrepreneurs that aired on PBS nationwide from 1994 to 2003. His weekly syndicated newspaper column, “Succeeding in Your Business™, known as the “Ann Landers of the business world”, appears in dozens of major newspapers and business Websites throughout North America. He also hosts his own small business legal channel on YouTube (search for “Cliff Ennico”) and is a frequent contributor to Entrepreneur and other small business magazines.

Ennico is the author of several books on entrepreneurship and small business management, including Small Business Survival Guide (Adams Media, $12.95) and The eBay Tax and Legal Answer Book (AMACOM, $19.95), and speaks nationwide on the legal and tax issues facing early stage startups (www.succeedinginyourbusiness.com). His newest book, The Crowdfunding Handbook (AMACOM, $19.95), advises small businesses and early-stage companies on the benefits and risks of launching a crowdfunded offering of securities under Title III of the federal Jumpstart Our Business Startups (JOBS) Act of 2012. He is currently working on a book on the impact of technology on the capital raising process for technology startups.

As a lawyer, Ennico has represented over 15,000 entrepreneurial companies and small businesses in his 37-year career. Formerly associated with the New York City law firms of Willkie Farr & Gallagher and Thacher Proffitt & Wood, Ennico currently practices small business law in his own practice in Fairfield, Connecticut.

Ennico is the author or editor of several legal treatises for Thomson/West, including:

• Advising Small Businesses, a multi-volume treatise with forms for the attorney representing small businesses in the United States.
• Closely-Held Corporations: Forms and Checklists, a one-volume handbook for lawyers representing closely-held corporations;
• Forms for Small Business Entities, a comprehensive collection of legal forms and checklists for lawyers representing partnerships, limited partnerships, corporations and limited liability companies (LLCs).
• Basic Legal Forms with Commentary, a collection of legal forms and checklists for solo practitioners and lawyers practicing in small firms.
• Basic Legal Transactions, a step-by-step practice guide to a wide variety of business, estate planning, real property and family law transactions.
• Advising eBusinesses, a one volume handbook on Internet law and practice; and
• The business Corporation Law (BCL) and Not-for-Profit Corporation Law (N-PCL) volumes of West’s McKinneys Forms, the leading legal forms guide for New York State corporate lawyers.

His books for law students and young lawyers include:

• The Legal Job Interview: Winning the Law-Related Job in Today’s Market (Kaplan, $12.95)
• Partner Track: How to Go from Associate to Partner at Any Law Firm (Kaplan, $12.95)
• Making Law Review: How to Write a Winning Case Comment (Kaplan, $12.95)
• Your Legal Career: Finding Success and Satisfaction as a Lawyer (four-hour audiocassette program, available for $25 plus $5 postage at [email protected])
• Business Lawyer’s Handbook: An Introduction to the Corporate Counsel’s Life and Work (available for $25 plus $5 postage at [email protected]).

Ennico holds a B.A. degree, magna cum laude, from Dartmouth College, and received his J.D. degree from Vanderbilt University School of Law, where he was Articles Editor of the Vanderbilt Law Review. He is a member of the Connecticut Bar Association, the New York State Bar Association, and the Fairfield County Bar Association.

For further information, please contact: Clifford R. Ennico, Esq.

2490 Black Rock Turnpike, # 354

Fairfield, Connecticut 06825-2400

Phone: (203) 254-1727

Fax: (203) 254-8195

E-Mail: [email protected]

Web: www.cliffennico.com

Tracy L. Kepler | CNA

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 wellbeing throughout her career, Ms. Kepler has served on the ABA’s Commission on Lawyers Assistance Programs, is a Board member of the Institute for WellBeing in Law (formerly the National Task Force on Lawyer Well-Being) and is an author of its Well-Being Report. She is also a Board Member of the Mindfulness in Law Society and the Vice Chair of the ABA IPL Section’s Attorney Well Being Committee. She is a graduate of Northwestern University in Evanston, Illinois, and received her law degree from New England School of Law in Boston, Massachusetts.

Session I – “Real World” Time Management for Lawyers: How to manage multiple priorities, your calendar and inbox | 11:00am – 12:00pm

• How to prioritize your workload
• Separate the “urgent” from the “important”
• How to manage client expectations without losing business
• How to tame your e-mail inbox and phone
• How to turn technology from an enemy into a friend
• What you should delegate to others, and what you should not delegate
• How to use “interruption protocols” and deal with the most common “time vampires”

Break | 12:00pm – 12:10pm

Session II – Perfect as the Enemy of Good: Strategies for combating perfectionism and the fear of mistakes | 12:10pm – 1:10pm

• Understanding perfectionism in the legal sector
• Model Rules of Professional Conduct (Rules 1.1, 1.3, 1.4, 1.7, and 5.1)
• Practical strategies for managing perfectionism