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Up Your Game: Harnessing Technology to Improve Your Practice

Date:September 1, 2022

Although the past couple of years have been difficult, to say the least, they have shown that we can adapt to changing circumstances. Modern technology and approaches to practicing law that once seemed odd or obscure are now commonplace. Taking stock of the many changes and innovations in technology, the Professional Liability Fund has compiled a wide variety of tips and tricks for how to maximize technology to improve your law firm operations.

Please join PLF Practice Management Attorneys Rachel Edwards, Monica Logan, and Isaac Alley for a free webinar on Thursday, September 1, 2022, from 10:00 to 11:30 a.m. The PMAs will offer advice and ideas to help you use technology to enhance your clients’ experience as well as your own efficiency and productivity, beginning with setting up an effective workspace that accommodates remote work and hearings. Rachel, Monica, and Isaac will discuss how to more efficiently utilize current tools such as Microsoft Word, Excel, and Adobe Acrobat Pro, as well as the ever-evolving landscape of client communication through various means such as texting and client portals, ways to protect different types of client data, and factors to consider when assembling your variety of software programs or “tech stack.” Additional topics will include automating certain repetitive tasks, using technology to capture time more efficiently and get paid faster, and avoiding cyberattacks and scams.

The registration deadline is 4:30 p.m. on Monday, August 29, 2022.

This program has been approved for 1.5 MCLE practical skills credits.
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You are invited to a Zoom webinar.

When: Sep 1, 2022 10:00 AM - 11:30 AM Pacific Time (US and Canada)
Topic: Up Your Game: Harnessing Technology to Improve Your Practice

Register in advance for this webinar:

https://osbplf.zoom.us/webinar/register/WN_dCPjDB2aS_iyEHOdrWMC-Q

After registering, you will receive a confirmation email containing information about joining the webinar.

 

The Next Chapter: Planning for Retirement

Date:September 21, 2022

Contemplating retirement often causes attorneys stress and leads to procrastination, because many view it as the end of the road and disconnection from their identity as a lawyer. We hope to change that narrative so you will instead see it as the closing of one chapter and the beginning of another. Reframing retirement as an open doorway allows you to determine what makes sense for you and create a strategic financial and logistical roadmap. The possibilities at that point are endless.

Please join PLF Practice Management Attorney Rachel Edwards, OAAP Attorney Counselor Douglas Querin, Certified Financial Planner Kerri Patrick, and recently retired attorney Scott Jonsson for a free in-person event at the Oregon State Bar Center in Tigard with lunch afterwards, or a Zoom webinar, on Wednesday, September 21, 2022, from 9:00 a.m. to 12:15 p.m. The panelists will begin by discussing the fundamentals of financial planning, understanding your goals to effectively chart your course for the next chapter, and various financial planning tools for reaching your goals. Douglas Querin will address some of the primary non-financial issues and challenges attorneys often face as they prepare for retirement, providing insight into how to maintain control over the planning and the post-retirement continuum of options. Scott Jonsson will share some of his personal experiences and observations as he transitioned from the active practice of law. Additional topics will include best practices for possible succession planning or sale of a practice, winding down your active practice, and closed file retention and destruction.

The registration deadline is 4:30 p.m. on Monday, September 19, 2022.

This program is pending approval for 1.5 practical skills and 1.5 mental health substance use MCLE credits.
 
Live In-Person Registration

To register for the live in-person event select the live event button below.  

Zoom Registration:

You are invited to a Zoom webinar.
When: Sep 21, 2022 09:00 AM Pacific Time (US and Canada)
Topic: The Next Chapter: Planning for Retirement

Register in advance for this webinar:
https://osbplf.zoom.us/webinar/register/WN_m-q1ZvdeThWHXTwn1CHcHA

After registering, you will receive a confirmation email containing information about joining the webinar.