Law Practice Management and Technology Section

News from the Section

  1. Chair's Message
  2. Did You Know . . . Tech Tips?
  3. Did You Know ....Articles?
  4. State Bar News
  5. The Bottom Line/eTBL
  6. Educational Opportunities
  7. Executive Committee News
  8. Member Benefits
  9. Free Self-Study MCLE in Legal Ethics for 2016 Section Members

Chair's Message

LPMT Section Chair Kurt Obermeyer We are continuing to strive to find articles and information that is more necessary and worth reading to all of our members. We will continually ask for your input and advice as we go forward so that each eNews publication is one that is valued and puts out the information must needed. Also, thank you to all of you have submitted articles, some of you multiple articles, to be published for our members’ benefit. ... Read more.

Did You Know ... Tech Tips?

7 Microsoft Word hacks every legal professional should know

Microsoft Word is one of those programs that you instinctively think you’re a master in, because you likely use it almost every day of your life. Certainly, if you had asked me, after having worked with Word for well over a decade whether there was anything else I could know, I’d have said a firm “no.” Read more.

Majority of Americans likely to hire lawyer active on social media

According to a new survey from Findlaw, 54 percent of consumers say they would likely hire an attorney who is active on social media, including Facebook, Twitter and LinkedIn. This is particularly true for younger Americans – 69 percent between the ages of 18 and 44 would hire attorneys who are active on social media. This is hardly surprising given the amount of time people spend online, with most of their time on social media sharing personal items, news, information and commentary. Read more.

Did You Know ... Articles?

Avoiding Employee Lawsuits - Rest Period Claims

As an attorney, unless you are a sole proprietor without even part time or occasional support staff, you are or will be an employer. Taking on employees certainly expands your ability to perform more of what you are most qualified to do - develop new clients, do the legal work required, and run the business. Read more.

Six Reasons Employers Need to Train Employees

Employers should inherently understand the value in training managers and employees. To validate this idea, the following discussion outlines six reasons training is valuable and should be conducted on a regular basis. Read more.

Make Eye Contact to Engage Your Listeners

Every group of listeners — whether a big audience, a small group, a jury or a single senior partner — is a multi-eyed monster that a speaker must confront, eyeball to eyeball. The only way to focus your brain is to focus your eyes on your listeners, and that can be difficult to do because eye contact triggers adrenaline. That famous fight or flight instinct kicks in when you look out at a sea of deadpan expressions gazing back at you. Read more.

5 Signs You Care Too Much About Work

Even those of us who do not like our jobs can care about them too much. In fact, sometimes we are the worst offenders. Here are five signs you are spending too much energy on work and some simple ways to address them. Read more.

News from The State Bar

New Fee Part of Upcoming MCLE Audit

An article in the July 2016 issue of the California Bar Journal announced that approximately 6,500 attorneys will receive audit letters to ensure compliance with Minimum Continuing Legal Education (MCLE) requirements.  This is the sixth year that the State Bar has conducted audits that could potentially result in disciplinary action.  The sample represents about 10 percent of attorneys in MCLE group 1 (people whose last names begin with the letters A through G) who reported compliance with MCLE requirements this cycle.

New this year, auditees who are found to be deficient will be assessed a $200 fee. There is also a $75 late fee for those who don’t comply with the audit by the deadline. The Board of Trustees adjusted the fee after reviewing other states’ fees for similar violations and to demonstrate the importance of complying with the regulations, said Chief Operating Officer Leah Wilson. Read the full article

The Bottom Line/eTBL

October  Issue

The  October  issue features an interview with the new Director of CEB, Kelly Lake, together with timely, informative articles about practice management and technology. Articles for publication are welcome. Send them to mike.fenger@ceb.ucla.edu or to Section Coordinator Kristina Robledo to be reviewed by the editorial committee. Obtain the Guidelines for submitting articles from the Section Coordinator.

Archived Articles: Archived issues of The Bottom Line can be found in the Members' Only section of the LPMT website going back to October 2011. Prior to that date, you will find only a table of contents for past issues. Some past issues may still be available. Contact Section Coordinator Kristina Robledo.

Educational Opportunities

CYLA 10-Minute Mentor

The California Young Lawyers Association has assembled a series of mentoring videos which are posted at: HERE. New videos are being added all the time.

LPMT Executive Committee member, Neil Pedersen, recently recorded two videos which will be posted to the web shortly:

  1. Time Management for the Busy Attorney
  2. The Paperless Law Office: Using Technology to Maximize Efficiency and Profit

Other videos by LPMT Executive Committee members/advisors are set forth below.

Neil Pedersen - Time Management for the Busy Attorney

Neil Pedersen - The Paperless Law Office: Using Technology to Maximize Efficiency and Profit

Mari Frank - Successful Negotiation and Mediation in Your Practice

Peter Brewer - Evolving Your Solo Laws Practice: Daring to Become a Firm

Perry Segal - Today's Technologies and Maintaining Client Confidences 101

The hash tag for the CYLA Mentoring Videos is, #10MinuteMentor, should you wish to retweet any of the videos.

Online CLE

View the Online CLE catalog to find webinars and programs presented by the LPMT Section or which contain practice management topics. Also find articles from Section publications, including The Bottom Line, to obtain self-study MCLE credit. Several articles from past issues of The Bottom Line have been placed in the Online CLE catalog and offer MCLE self-study credit.

Please provide your thoughts and suggestions to the Chair of the Education Committee, Kurt Obermeyer or LPMT@calbar.ca.gov. Let Kurt hear from you with suggested topics or a proposal to present a webinar or program

Executive Committee News

2015-2016 Fiscal Year Ends – Thank You

The eNewsletter Editorial Team wishes to acknowledge and thank the following Executive Committee members who are completing their terms on the Executive Committee:

Voting Members:  Araceli Almazan, Peter Brewer, Jack Kenefick, Prashant Kumar and Kurt Obermeyer.
Special Advisors:   Mari Frank, Larry Meyer, Patty Miller, Neil Pedersen, Perry Segal, Amy Williams, and Nyanza Shaw (Immediate Past Chair).

These voting members and special advisors have contributed to the Section by writing articles and providing content for the Section’s publications, as well as presenting workshops at the Annual Meeting and Solo and Small Firm Summit.  The Section is extremely grateful to these members for their many contributions and guidance.  Several of the outgoing voting members and special advisors are returning to serve as Special Advisors for 2016-2017 (to be selected), and Peter Brewer will be serving as Chair.

Liaisons from the following professional organizations have also contributed to the Section this year, keeping their members informed of the activities of the LPMT Section:

Michael Fenger, Continuing Education of the Bar (CEB)
Anne Bernardo, Law Libraries
Mary Rocca, Legal Secretaries, Incorporated (LSI)

The eNewsletter Editorial Team would also like to express its appreciation to Sections Internet Coordinator, Michael Mullen, and his team including, Brian Foley, Sections Web Administrator, for their assistance in producing the eNewsletter.  They have assisted in producing 6 issues of the eNewsletter this year.  Thanks also go out to our Section Coordinators, Julie Martinez and Kristina Robledo, and their assistant, Raven Ogden, who are always available to answer questions, provide guidance and keep us organized!

2016-2017 Brings a New Year for the Executive Committee – New Officers and Voting Members

Officers
In 2016-2017, the LPMT Section will be lead by the following officers of the Executive Committee:

Chair               Peter Brewer, Palo Alto
Vice Chair       Jeffrey Bennion, San Diego
Secretary         Patricia Miller, Watsonville
Treasurer         Cynthia Mascio, Cerritos

The newly-elected officers will assume their duties at the conclusion of The State Bar Annual Meeting.

Executive Committee
Joining the LPMT Executive Committee are the following newly-appointed voting members who will begin their terms at the conclusion of The State Bar Annual Meeting:

Term Expires 9-16-19

  1. Araceli Almazan, attorney, Burbank
  2. Cari Pines, attorney, Encino
  3. Clayton Dodds, public member, Palo Alto
  4. Jason Peterson, public member, Santa Clara

[Additional voting members to be announced after approval by the Board of Trustees.]

The following members will continue serving on the LPMT Executive Committee:

            Voting members:  Jeffrey Bennion, Martin Dean, Michael Fenger, Donna Low, Cynthia Mascio, Christi McGowan, Annie Parrish, and George Seide.

Special Advisors (2016-2017):  To be approved at October meeting and announced in a future eNewsletter.

Liaisons:  The Executive Committee also includes liaisons from the following professional organizations:  California Alliance of Paralegal Associations (CAPA); Continuing Education of the Bar (CEB); California Young Lawyers Association (CYLA); Law Libraries; and Legal Secretaries, Incorporated (LSI).  The individual representatives from these organizations for 2016-2017 will be introduced in a future eNewsletter.

The Executive Committee will meet at The State Bar Annual Meeting to develop plans for 2016-2017.  The Executive Committee members want to know what you want from your membership in the LPMT Section.  Do let them hear from you.  You can communicate via email, Facebook or Twitter.  Send your thoughts, suggestions, and comments via LPMT@calbar.ca.gov

Opening, Growing and Managing a Law Office

Opening a Law OfficePurchase the State Bar’s two publications, The California Guide to Opening a Law Office and The California Guide to Growing and Managing a Law Office (official hash tag #GrowLaw) to assist you in running and growing your law practice. Your Executive Committee members are contributing authors.

Benefits for Members

The March/April 2016 eNews included detailed information about how members of the LPMT can take advantage of discounts. 

For detailed information about vendor benefits, go to the Members Only Section under Special Offers and Discounts.

Thank You for Being a Section Member - Here's 6 Hours MCLE in Legal Ethics!

We're very grateful for your membership in the Section. As a token of that, we're offering six hours of self-study MCLE credit in the area of Legal Ethics. The programs are posted in our Member's Only Area.

Simply watch the programs and read the accompanying materials, and keep track of having done so. You can report this to the State Bar when it's time to demonstrate your compliance with the MCLE requirements.

Contact Us

Law Practice Management and Technology Section
The State  Bar of California
180 Howard Street
San Francisco, CA 94105
415-538-2520
FAX 415-538-2368
lpmt@calbar.ca.gov

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