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Law Firm Automation: Processes & Procedures

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Tuesday, Sept. 15, 12 – 1 PM live InReach webinar by Chelsie M. Lamie. Are you working too much? Answering the same questions from staff day after day? Do you get frustrated that in the time it takes you to explain something for the umpteenth time, you could have just done it yourself? You can’t run (or scale) a law firm without Processes & Procedures.  Join attorney Chelsie M. Lamie, who has built a seven-figure virtual law firm in under four years, by creating and implementing processes and procedures to maximize the production of her team while minimizing redundancy and maintaining an incredible work/life balance. Course number 4061. Approved for 1.0 General CLE. Section members register for only $50. REGISTER NOW

Chelsie Lamie

Chelsie Lamie is a former claims adjuster and insurance defense attorney turned personal injury attorney. For the past twelve years she has exclusively represented the injured.     In 2016, Chelsie opened her own brick and mortar PI firm.  Just two years later, she closed her brick and mortar office, moved her family to Mexico and took her law firm virtual.  One week each month she returns to Florida to attend her in person litigation appointments.  The remainder of the month she runs her practice from Mexico.   In its first year of going virtual, Chelsie’s firm’s revenue grew from six figures to seven figures.  She is passionate about law firm culture and processes & procedures that allows her to live her best life.  Her hobbies include scuba diving, hang gliding and international travel.  Chelsie has recently returned from visiting her 62nd country with her husband of 19 years, David, and their two sons, Michael (6) and Henry (4).

10 Lessons for Happy Lawyers: Boost wellness. Build resilience. Yes, you can.

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Tuesday, Aug. 18 live InReach webinar by Nora Riva Bergman of Real Life Practice. Join Nora as she shares lessons from her upcoming book, 50 Lessons for Happy Lawyers: Boost wellness. Build resilience. Yes, you can. The statistics are clear. Lawyers are challenged with depression, stress, anxiety, and alcohol abuse at levels much higher than the general public. But there are things we can do to increase our happiness quotient and avoid burnout. In this interactive webinar, you’ll learn why happiness, wellness, and resilience are essential to your health, your wellbeing, and your effectiveness as a lawyer. And you’ll learn things you can do right now to get happy and stay happy. Course number 4013. Approved for 1.0 General, 1.0 Mental Illness Awareness CLE. Section members register for only $50. REGISTER NOW

Nora Riva Bergman

Nora Riva Bergman is a law firm coach and author. She is the founder of Real Life Practice and a certified Atticus Practice Advisor. A licensed attorney since 1992, Nora brings a deep understanding of the practice and business of law to her work with lawyers and law firms across the country. She has practiced as an employment law attorney and certified mediator and has served as an adjunct professor at both Stetson University College of Law and the University of South Florida. Nora is a graduate of Villanova University’s Lean Six Sigma Program. She is the author of 50 Lessons for Lawyers: Earn More – Stress Less – Be Awesome and 50 Lessons for Women Lawyers – From Women Lawyers.


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Florida Law Update 2020

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Whether you’re learning a new practice area or keeping your practice on the cutting edge, Florida Law Update 2020 is an incredible CLE opportunity. 8.0 hours of credit. Solo & Small Firm Section members register at a discount.

Florida Law Update will provide statutory updates for the following areas: Business and Litigation Law, Labor and Employment Law, Animal Law, Elder Law, Estate Planning, Family Law, Criminal Law, and Real Property Law. Approved for 8.0 hours of CLE credit, 1.0 each in Business Litigation, Criminal Appellate, Criminal Trial, Elder Law, Labor and Employment, Marital & Family Law, Real Estate, and Wills, Trusts & Estates. Course number 3353REGISTER NOW

Special thanks to Program Chair Peggy Hoyt for her hard work in recruiting an excellent group of presenters and producing another outstanding CLE event.

Florida Law Update 2020

Free CLE: Stay Sane—Practice Better

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May 27 Wednesday Wisdom Zoom Webinar, 12-1 p.m. Free CLE. Join us for “Stay Sane—Practice Better” by Solo & Small Firm Section Chair Lee E. “Pete” Muschott to learn about the art of relaxation and the benefits it can have for your practice. Pete Muschott has devoted much time and energy to the study and practice of relaxation since he started practicing law. He finds that relaxation becomes more and more important as his practice matures. Hear pro tips from an attorney who says this about the importance of mental health and wellness for lawyers: “I have survived 45 years in the practice of law with my marriage intact, reasonably good relationships with my daughters and grandchildren, and my addictions limited to black coffee and things with two wheels that make a lot of noise. Also, and perhaps most important, I am still having a good time practicing law.”

May is Mental Health Awareness Month. Do yourself a favor and register for this important wellness CLE. Course number 3845. Approved for 1.0 General; 1.0 Mental Illness CLE credit. REGISTER NOW

Stay Sane Practice Better


FREE CLE COVID-19 & Your Practice: Managing Your Firm During Uncertain Times

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Join the Solo & Small Firm Section on March 25 for a special edition Wednesday Wisdom, “COVID-19 & Your Practice:  Managing Your Firm During Uncertain Times,” presented by attorney and Certified Practice Advisor Steve Riley of Atticus Advantage Attorney Law Firm Coaching.

If area schools and/or the courts shut down, if employees can’t get to work, if your office building closes, or if new or existing clients can’t make it to your office, what will you do? Steve Riley will explore strategies for how you can handle these situations while supporting your staff and clients, including remote work scenarios for law firms. He also will discuss the potential impact on your firm’s cash flow. Course number TBA. 1.0 CLE pending approval. REGISTER


COVID-19 CLE Effects on Your Practice

Steve Riley first practiced law as a trial attorney, acquiring a decade of experience trying more than 100 cases, including multiple jury trials. Balancing trial work with the rigors of running a practice gave Steve a thorough understanding of the challenges faced by firm owners. After 10 years of litigation, Steve transitioned his practice into estate planning and elder law and through referral-based marketing strategies built a thriving, large practice.

The firm’s dramatic growth prompted other lawyers to seek Steve’s mentorship on growing their own practices, and he quickly became the go-to advisor for many successful practitioners. To further pursue that passion, he sold his practice and joined the nation’s premier law practice management consulting firm, Atticus, as a shareholder. Atticus currently works with approximately 500 solo and small firm owners seeking to grow their practices. Founded in 1989, Atticus has taught thousands of attorneys how to focus on what’s really important in their lives and ways to build and maintain a thriving practice that supports their work and personal goals.

FREE CLE: Florida’s Newly Enacted Remote Online Notarization (RON)

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“Florida’s Newly Enacted Remote Online Notarization (RON)” is a live Zoom webcast by Michelle Garcia Gilbert of  Gilbert Garcia Group P.A. Free Wednesday Wisdom CLE for Solo & Small Firm Section members.* Join Michelle to learn what solo and small firm attorneys need to know about how this new law (effective January 1, 2020), can impact their practices. 1.0 CLE. Course number TBA. Registration will be approved when section membership is confirmed. REGISTER

Michelle Garcia Gilbert

Michelle Garcia Gilbert

Michelle has been admitted to the following practices and courts: Florida Bar, 1986; Middle District of Florida; 1988, Northern District of Florida; 2005, Southern District of Florida, 2006; U.S. Supreme Court, 2000; U.S. Court of Appeals, Eleventh Circuit, 2003. She matriculated at the University of South Florida (B.A., 1982, cum laude), and the University of Notre Dame (J.D., 1985). She is a member of the following groups: Greater Tampa Association of Realtors; Bay Area Real Estate Council, Inc.; Hillsborough County Bar Association, Real Property, Probate and Trust Law Section; Florida Bar, Real Property, Probate and Trust Law and Business Sections; American Legal and Financial Network; Legal League 100 (Advisory Board Member, 2014-15); REOMAC; MBA; Attorney Agent, Attorney’s Title Insurance Fund/ Old Republic; Fidelity National Title agent, and Stewart Title agent.

FREE CLE: Do Law Firms Need Those? – Creating an Employee Handbook in the Legal Industry

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April 1 Live Wednesday Wisdom Zoom Webinar, 12-1 p.m. Free CLE. Join the Solo & Small Firm Section for “Do Law Firms Need Those? – Creating an Employee Handbook in the Legal Industry.” This live Zoom webinar will be presented by Chris Johnson and Colby Ellis of Johnson Jackson PLLC. As lawyers, we tend to think that we know the rules and can make decisions about our employees when they arise. And what is there to worry about – these are our employees – they love us! But, notifying employees of the rules and available benefits ahead of time and making consistent decisions based on those rules is paramount to avoiding potential liability and allegations of unfair treatment. Join us on this webcast on creating a workable Employee Handbook that will identify the must-have policies along with the potential landmines that various statutory schemes create. 1.0 CLE. Course number TBA. Registration will be approved when Solo & Small Firm Section membership is confirmed. REGISTER

Creating and Employee Handbook in the Legal Industry

Merging Law Firms and Promoting Associates to Partners: How to Handle the Legal Structure of Law Firm Ownership

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“Merging Law Firms and Promoting Associates to Partners: How to Handle the Legal Structure of Law Firm Ownership” is a live audio webcast by Laurie Lee of The Legal Department for Service Professionals, P.A. in Jacksonville. Many solo practitioners and small firms run into particular issues when looking to expand. Some expand by merging practices with another lawyer or firm and some expand by promoting associates to partners.  In both scenarios, there are business concerns that need to be understood and addressed that will be discussed during this program. Course number 3413. 1.0 CLE credit. REGISTER NOW

Laurie Lee

Laurie Lee, The Legal Department

Laurie Lee started her career as a history teacher but after a conversation with an advisor reawakened her childhood passion for law, she switched focus going all in on her pursuit of a law degree. Her love for creativity, independence and optimistic life-view made practicing law on behalf of the small, service-based business a perfect fit.

The Legal Department evolved out of her desire to occupy an uncommon space in the legal industry. She wanted to share knowledge and create long-term relationships with clients as their trusted advisor changing the narrative of attorney-client relationships. Laurie’s deep understanding that relationships are essential to the success of the business owner; whether it’s relationships between owners, clients and customers, or community partners, a business must develop and adopt good business practices.

In an industry where making money and winning are prime objectives, Laurie’s singular focus on serving businesses that serve others through the exchange of information and relationship building is a revolutionary concept. Focusing on this type of client drives her continued pursuit of innovative ways to educate and serve her clients.

Laurie graduated from the University of Florida, Levin College of Law with honors in 2003 and has practiced business law since becoming a member of the Florida Bar that same year.

The SBA awarded Laurie Lee the 2019 North Florida Woman-Owned Business of the Year; an award recognizing her work supporting and advocating for small businesses. She is an AV Preeminent® Peer-Rated by Martindale-Hubbel®, the highest possible rating for professional ethical standards and legal ability. This honor is achieved through reviews and recommendations from members of the bar and judiciary. She also has a 10 out of 10 Superb AVVO® Rating.

Bar Involvement

  • Member of the Jacksonville Bar Association
  • Vice-Chairman of the Jacksonville Bar Transactional Section (2016-2017)
  • Chairman of the Jacksonville Bar Corporate & Business Law Committee (2014-2015, 2015-2016)
  • Member of the Florida Bar Business Law Section

Business Involvement

  • President of the Small Business Resource Network (2019-2020)
  • Small Business Resource Network, Program Chair (2016, 2017, 2018)
  • Small Business Resource Network, Steering Committee (2008, 2015, 2016, 2017, 2018)
  • Member of the Women Business Owners of North Florida

Best Practices Under Florida Bar Rules for Sharing Fees Among Different Law Firms

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“Best Practices Under Florida Bar Rules for Sharing Fees Among Different Law Firms” is a live audio webcast by Kristy Johnson and Jason Alderman of Alderman Johnson in Miami. The presenters will discuss best practices for sharing legal fees among different law firms to comply with the Rules Regulating The Florida Bar and Florida case law. Course number 3411. Registration details will be available soon.

Kristy Johnson

Kristy Johnson

Jason Alderman

Jason Alderman