Data Storage Security and Professional Responsibility (Understanding Obligations Imposed by New OSB Ethics Opinion 2011-188)

The OSB Sole and Small Firm Practitioners Section and OWLs Contract Lawyers Present:

Data Storage Security and Professional Responsibility

(Understanding Obligations Imposed by New OSB Ethics Opinion 2011-188)

WHEN:          Wednesday, January 18, 2012   12:00 – 1:00pm

WHERE:       OSB Center, 16037 SW Upper Boones Ferry Road, Tigard, Oregon.

COST:            Registration for the live program at the Bar Center is FREE.  Register for attendance at the Bar Center by sending an e-mail to Janice Hazel (jlhazel@hazellawportland.com).  Registrations also taken at the door.


Registration fee for the live Webcast  is $10.00.  For more information about the webcast (and to Register), click here: http://www.legalspan.com/osbar/webcasts.asp?UGUID=&CategoryID=&ItemID=20120106-102726-111718


BRING YOUR OWN LUNCH.  Coffee, tea and assorted drinks and treats provided.


CD/DVD/Streaming formats of this program will be available on the PLF website in the near future.


1 hour ethics credit pending

Presenters:
Helen Hierschbiel, OSB General Counsel
Sheila Blackford, Law Practice Management Advisor, PLF

David Madden, IP Attorney and Co-founder/CTO Cloudfeet Inc

Helen Hierschbiel is Deputy General Counsel of the Oregon State Bar. She provides ethics guidance to the state’s attorneys. Since December 2003, she has screened numerous complaints against lawyers at the Oregon State Bar’s Client Assistance Office. Ms. Herschbiel also administers the bar’s enforcement of restrictions against the unauthorized practice of law. Prior to the Oregon State Bar, she worked in private practice in Oregon and in legal aid on the Navajo and Hopi Reservations in Arizona. She received her J.D. from Northwestern School of Law, Lewis & Clark College, in 1991 and her B.A. from Amherst College in 1987. She was admitted to the State Bar of Arizona in 1991 (currently inactive) and the Oregon State Bar in 1997.


Sheila Blackford has been a PLF Law Practice Management Advisor since 2005. She is active with the American Bar Association Law Practice Management Section, where she is Editor-in-Chief of Law Practice magazine and Chair of the Law Practice Magazine Editorial Board (2011-present), a member of the Section Council (2010-present), State and Local Bar Outreach Committee (2008-present), and Ethics Committee (2011-present). She also served as a member of the track advisory board for ABA TECHSHOW (2007, 2008, 2009, 2012).  She is a member of the Adjunct Faculty at University of Oregon School of Law, teaching Law Practice Management.


David Madden is a patent attorney whose practice focuses on software and data-processing inventions.  He added his J.D. and various bar admissions to his résumé in 2003, after two decades of practical engineering work in semiconductor electronics, programming, computer networks and data security.  He is Co-founder and CTO of Cloudfeet, Inc., a provider of secure online document storage designed to meet the particular needs of attorneys, accountants and other professionals.  Dave is a frequent speaker on the subject of online data security and data breach liability.

SAVE THE DATE!!!! SSFP SECTION SPECIAL CLE EVENT AND ANNUAL MEETING LUNCHEON

WHEN:        Friday, November 4, 2011

WHERE:      OSB Center, 16037 SW Upper Boones Ferry Rd., Tigard, OR 97224

COST:         FREE to SSFP Members and $15.00 for non- members (cash or check  payment collected at the door)

Register by sending an e-mail to:   register.ssfps@gmail.com

Lunch PROVIDED (Vegetarian option available – Send request in your registration e-mail)


MCLE Credits will be applied for


Program Details

8:30 -9:30   Child Abuse Reporting (video replay)

9:30-10:30  Choice of Entity for Contract Lawyers and Sole and Small Firm Practitioners: Business and Tax Considerations.

10 minute break

10:40–12:10  Tips and Traps for the Small Firm Employer: Wage and Hour Issues, How to Avoid Employee Lawsuits, Employee Handbook Basics, and Risks of Misclassifying Employees as Independent Contractors. Presented by David Riewald and Lisa Brown, Bullard Law.

Break to collect lunch 12:10 – 12:20

12:15 – 12:45       SSFP Section Annual Meeting

12:45 – 1:30         Overview of programs, services and tools provided by the Small Business Development Centers for businesses in all stages of growth and development. Presented by Jackie Babicky-Peterson, Strategic Advisor Small Business Development Center, Portland Community College.

1:30 – 2:30  What Every Lawyer Needs to Know about Bankruptcy. Presented by Heather Harriman, Greene & Markley

10 minute break

2:40 – 3:30  Riding the Waves of Life in The Law: Getting Time on Your Side.  Presented by Meloney C. Crawford, J.D., C.A.D.C. III, N.C.A.C. II, C.G.A.C. II, Attorney Counselor, Oregon Attorney Assistance Program.

Networking and social hour to follow program at John Barleycorns,14610 S.W. Sequoia Pkwy.,Tigard, OR 97223

Join a SSFP Section OSB CLE Group Season Ticket Group or an OLI Annual Pass Group

Big Savings on great CLE’s!

The SSFP Section’s recently purchased OSB CLE Group Season Ticket filled up quickly with each of the 40 group members paying only $40.00 this year to participate (last year’s cost was $50.00).  Given the high level of interest in this section benefit, the section executive committee approved the purchase of a second ticket.  Read more about group season ticket benefits here :  http://www.osbarcle.org/Brochures/2011/2011-2012_ST.pdf

It is also time to start putting together groups for the OLI Annual Passes.  Last year, the section purchased three passes, forming two groups of 12 ($72.70 per group member) and one group of 13 members ($78.75 per group member) More information about the OLI Annual Pass may be found here: https://law.lclark.edu/live/files/8989-20112012-oli-annual-pass

If you are a section member and are interested in participating in this section benefit, please send an e-mail to SSFP Section Chair, Janice Hazel at jlhazel@hazellawportland.com

Volunteer to be a New Lawyer Mentor

At our Executive Committee last week we were joined by Kateri Walsh, who is running the OSB’s New Lawyer Mentoring Program. Many people are not aware that by Supreme Court Rule adopted last year, this program is mandatory for all new admittees beginning this year. The program and its mission seem particularly valuable to any new lawyer who may be considering striking out on their own. I hope that those of us who understand the unique challenges inherent in operating a smaller practice might consider mentoring a new lawyer.

It is a one-year commitment equating to roughly 90 minutes per month, although circumstances may vary. There is a curriculum, but the program is designed so that the Mentor and New Lawyer have great flexibility to create a plan that best meets the needs of the new practitioner. The mentor receives 8 CLE credits at the completion of the program. To qualify as a mentor, you must have 7 years of experience. Much more information is available here: http://www.osbar.org/programs/mentoring. If you are ready to sign up, click on the Mentor Enrollment Form and complete a 5-minute survey.

Also, as the mentor program curriculum continues to develop, Kateri would be interested in any suggestions you might have for topics that will help participants with the completion of their Mentoring Plans. Topics recently suggested by the SSFP Section include methods for telling a client that it is time to give up and how to collect fees from clients. Please feel free to contact Kateri with your suggestions and ideas.

I know from personal experience that mentoring a young professional can be uniquely gratifying, and particularly valuable in terms of one’s service to the bar and the public. I hope that we as a section, and as individuals, might consider supporting this effort. You can email questions to mentoring@osbar.org, or reach program administrator Kateri Walsh directly at (503) 431-6406 .

Finally, I’ve posted below information about an upcoming FREE CLE (including ethics) that is geared toward anyone interested in or currently mentoring in the legal profession.

Thank you very much in advance for your participation in this important program.

Janice Hazel, Chair
OSB Sole and Small Firm Practitioners Section

Making a Difference: Mentoring New Lawyers

Thursday September 29, 8:30 a.m.-12:30 p.m.
*** FREE General, Ethics and Access to Justice Credits ***

Dear colleagues:

As you may be aware, the Oregon Supreme Court has recently made participation in a one-year mentoring program a requirement for all new members, commencing in 2011. Making the program mandatory assures that every new lawyer in Oregon can benefit from a meaningful relationship with an experienced practitioner. It also will require the commitment and guidance of a significant number of experienced lawyers to make the impact we all envision for the program.

As part of our effort to assure success, and to offer something back to our volunteers (or even potential volunteers) we have put together a free CLE program, which will include 1.25 Ethics .75 Access to Justice, and 1.25 General MCLE credits. The program will be held Thursday September 29 from 8:30 a.m. – 12:30 p.m. at the OSB Center in Tigard.

Chief Justice Paul J. De Muniz, an early champion of the mentoring mission, will be on hand to welcome participants and talk about the difference that mentoring can make not only to our new colleagues, but to the healthy and vitality of the full bar. Among several other topics are Ethics Hot Spots, and Effective Mentoring, among others.

For complimentary CLE registration: click here: http://osbarcle.org/Brochures/2011/MENT11.pdf

Please feel free to share this information with friends and colleagues who you think may be well-suited for the mentoring role. Or for questions regarding the new mandatory New Lawyer Mentoring Program, please contact Kateri Walsh, Program Administrator, at mentoring@osbar.org or (503) 431-6406; toll-free in Oregon at (800) 452-8260 , ext. 406. Thanks very much. We hope to see you soon.

Kateri Walsh
New Lawyer Mentoring Program
Oregon State Bar
16037 SW Upper Boones Ferry Rd.
Tigard OR 97281-1935
(503) 431-6406
kwalsh@osbar.org

OSB CLE GROUP SEASON TICKET: JOIN THE SSFP GROUP NOW

Message from Janice Hazel, SSFP Section Chair:

Dear Section Members:

Our 2010-2011 OSB Group Season Ticket expires tomorrow and I would like to get an idea of how many members would be interested in taking advantage of this great section benefit for the 2011-2011 program year.

Group members reserve live OSB CLE’s on a first come, first serve basis (only one group member may attend a live program) and may attend an unlimited number of live CLE webcasts for $25 per program (multiple group members are allowed to view live webcasts). Other group membership discounts also apply.

The group size is limited to 40 members and the cost last year was $50 per member (it will likely be the same for the upcoming year).

If you have an interest in joining the group, please send me an e-mail (jlhazel@hazellawportland.com) with “YES! SSFP Section Group Season Ticket” in the subject line.

Thanks -

Janice Hazel
SSFP Section EC Chair

JUNE BROWN BAG TO FEATURE NATIONALLY ACCLAIMED SPEAKER ED POLL: June 15th, Noon- 1:30 at the OSB Center

Increasing Revenue: Updated Strategies for Attracting New Clients and More Effectively Managing an Existing Client Base

Speaker: ED POLL, author of Growing Your Practice in Tough Times, principal with LawBiz Management and the nation’s foremost expert on law practice management with a focus on helping attorneys and law firms effectively manage The Business of Law ®.

Wednesday, June 15, 2011 12:00 – 1:30.
Oregon State Bar Center, Tigard

Free: Advance Registration not required, but appreciated (jlhazel@hazellawportland.com)
Bring your own lunch. Coffee and tea provided.

Mr. Poll will discuss methods for increasing client base, getting more referrals and improving collections by looking at “inside” and “outside” based strategies.

With over four decades of professional experience, Mr. Poll’s extensive background in business and law have made him one of the nation’s most sought-after experts on issues of starting and operating a law practice, strategic planning, profitability analysis, and law practice management and development. He regularly shares his insights with attorneys across the United States by coaching, consulting, presenting workshops, creating practical DVDs and CDs and by contributing to several legal publications throughout the country.

Visit Mr. Poll’s popular blog, www.LawBizBlog.com and www.lawbizforum.com

Guest Speaker Bio:

Edward Poll is the nation’s foremost expert on law practice management, focused on helping attorneys and law firms effectively manage The Business of Law ®.

An award-winning legal management consultant who has been quoted in the New York Times and the ABA Journal as well as other leading publications, Edward Poll, J.D., M.B.A., CMC, has dedicated his career to helping others win.

Ed Poll, J.D., M.B.A., CMC, has dedicated his career to helping others win. With over four decades of professional experience, Ed’s extensive background in business and law have made him one of the nation’s most sought-after experts in law practice management. He is the first recipient of the California State Bar (LPMT Section) Lifetime Achievement Award in 2010.

Ed regularly shares his insights with attorneys across the United States by coaching, consulting, presenting popular workshops, creating practical DVDs and CDs and by contributing to legal publications throughout the country.

A native of Chicago, IL, Ed graduated from the UCLA School of Law and received an MBA from USC. He served as VP and General Counsel for his family business, Fairfax Food Corporation, where he grew revenue at more than 10% per year and renegotiated bank credit lines to enable the company to double its farm produce intake. Ed practiced law for 25 years as in-house counsel, government prosecutor, sole practitioner, and partner in a small law firm. He was also the chief operating office for a mid-size law firm in the greater Los Angeles region.

Since 1990, Ed has owned and operated LawBiz® Management, a Venice, CA-based firm that collaborates with lawyers to increase their revenue and net profits, and reduce their stress. He coaches and consults attorneys throughout the country in the areas of starting and operating a law practice, strategic planning, profitability analysis, and practice development.

Apart from maintaining his popular blog, www.LawBizBlog.com and creating www.lawbizforum.com, Ed is a syndicated columnist and regular contributor for Lawyers Weekly, Law Practice Today (ABA), Canadian Bar Association, California Lawyer, The Bottom Line (State Bar of California), and other renowned publications.

He has authored and produced an entire catalogue of books and practical guides concerning The Business of Law. His most recent book, Growing Your Practice in Tough Times (West Pub, 2010), responds to the concerns lawyers face following the financial crisis of 2008-2010. He is a sought-after speaker by Bar Associations across the country, and has created more than 30 teleseminars for WestLegalEdcenter, as well as published a variety of CDs and DVDs, the most recent being 8 Steps to Greater Profitability: The Lawyer’s Path to Prosperity.

Ed is also in demand for advice by vendors to the legal community. He has served as an Advisory Board member for the LexisNexis® Firm Manager®, law management software product and he has been called as an expert witness in law firm management in the Trial Court of the State Bar of California, and appointed as a Trustee of law firms convicted of disciplinary violations. He currently facilitates Managing Partners Roundtables for some of the largest law firms in the country.

Ed is a Fellow, College of Law Practice Management®, Board Certified Coach to the Legal Profession in the Society for the Advancement of Consulting (SAC), and a charter member of the Million Dollar Consulting® Hall of Fame. He and his wife Paula reside in Venice, CA. In their spare time, they like to travel in their restored Airstream trailer. Ed is also an avid cyclist.

Contact information:

Edward Poll, J.D., M.B.A., CMC
Principal, LawBiz Management Co.
421 Howland Canal
Venice, CA 90291

T: 800.837.5880
F: 310.578.1769

edpoll@lawbiz.com
www.lawbiz.com

May 18th at Noon: LinkedIn Workshop for Contract Lawyers and Sole and Small Firm Practitioners

The OSB Sole and Small Firm Practitioners Section and OWLS Contract Lawyers Present:

For modern businesses, it is important to build and maintain an effective online presence.
LinkedIn is an effective way to do it.

On Wednesday, May 18, 2011, Scott Sakamoto of Ronin Studios, one of Portland’s leading Internet Marketing Specialists will demonstrate:

* How to Create and Complete a Professional LinkedIn profile
* Optimizing Your Profile & Creating Keyword Rich Content
* Utilizing LinkedIn Features and Implementing Speaker Recommendations
* Discovering Niche Marketing and LinkedIn Groups
* How to Broadcast your Expertise using LinkedIn Applications

Following the presentation, Scott will be available to answer questions and offer a critique of your current LinkedIn Profile.

Wednesday May 18, 2011

12:00 – 2:00pm

Oregon State Bar Center, Columbia Room

Program will also be webcast for remote viewing (see below).

Brown Bag (Bring your own lunch)

Free

Click here to register for live webcast: https://ssfpevent.webex.com/ssfpevent/onstage/g.php?d=664563876&t=a

(password for webcast: ssfp)

For more information, contact Janice Hazel (jlhazel@hazellawportland.com)

SSFP SECTION AND OWLS APRIL BROWN BAG LUNCHEON

The OSB Sole and Small Firm Practitioners Section and OWLS Contract Lawyers Brown Bag Luncheon Series Present:

TURN PASSION TO PROFITS: ESSENTIAL ELEMENTS

Attend this free program Noon to 1:00pm on April 20, 2011 at the OSB Center, 16037 SW Upper Boones Ferry Road, Tigard, Oregon 97224 (no pre-registration required)

OR

Attend the program via live webcast. To register for the live webcast, click on this link: https://ssfpevent.webex.com/ssfpevent/onstage/g.php?d=663839170&t=a
<https://ssfpevent.webex.com/ssfpevent/onstage/g.php?d=663839170&t=a>

Speaker:   Karen M. O’Keefe, Business strategist with Connectworks and creator of the Negotiate With Confidence program.

You work hard pursuing your passion.  Ask yourself:
In the past 30 days, have I felt:

  • Alone facing my business challenges?
  • Fearful over next month’s sales prospects?
  • Overwhelmed by my to-do list?
  • Guilty about saying no?
  • Lost, wondering exactly what to do next to build my dream practice?

If you have taken the exciting leap into solo practice, you know that running your own business is not intuitive.  You are not always sure what business activity to do next. Whether you moved from the Big Law environment or started your own firm right out of law school, you may be experiencing a great deal of uncertainty.

Karen O’Keefe knows what you are going through and felt this way all too often until she learned the essential elements of business growth and how to take that knowledge and put it into action.

Join the OWLS Contract Lawyers and the OSB Solo and Small Firm Practitioners Section on April 20, 2011 to learn the four areas that comprise the foundation to business growth.  You will also receive a tool that will help you perform a current state assessment, the basis of your business growth plans.

For more information contact Janice Hazel (jlhazel@hazellawportland.com)

Understanding Your PLF Coverage – Recorded Webcast

The webcast recording is in WebEx format. You will need to download a WebEx ARF Player for your system before clicking this link to watch the presentation. (Unfortunately, the first few minutes of the presentation are cut off.) Some people have had trouble watching the first link; here is another link that may work better.
PowerPoint slides are here.


(We’re still testing and sorting out how to do webcasts and recordings reliably and efficiently. Please let us know about both successes and failures, or leave a comment to this posting.)

MARCH 16th MONTHLY BROWNBAG TO FEATURE IRA ZAROV, PLF CEO

OWLS Contract Lawyers and the SSFP Section will host a brown bag lunch on March 16, 2011, featuring special guest, Ira Zarov, CEO of the PLF.  Mr. Zarov will be speaking and answering questions on the subject of basic and excess professional liability coverage.  The one hour program begins at 12:00pm and will take place at the Oregon State Bar Center in Tigard.  Webcast information will be provided closer to the date of the program.  Bring your own lunch. Free.

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