Law Practice Management & Technology

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1 Law Practice Management & Technology 2016 Law Tech Expo and CLE LIVE LIVE WEBCAST Friday, April 1, 2016 NC Bar Center, Cary VIDEO REPLAYS Cary Tuesday, August 30 Winston-Salem Thursday, June 2 More: tinyurl.com/cle522lte CLE CREDIT: 3.0 Hours Includes 2.0 Hours Ethics/Professional Responsibility $50 SPECIAL RATE SEE INSIDE FOR DETAILS Planned by the NCBA Law Practice Management & Technology Section SUMMARY The 2016 Law Tech Expo and CLE focuses on ways to leverage technology to create a more efficient, ethical and profitable law practice. Whether you are part of a law firm with thousands of attorneys or a sole practitioner, this program gives you practical and immediate ideas on how to practice better.

2 2016 Law Tech Expo and CLE #522LTE and #522LWC Friday, April 1, 2016 FOUR WAYS TO REGISTER ONLINE* PHONE* FAX* MAIL** Attn: Accounting, NCBA Foundation, P.O. Box 3688, Cary, NC *Credit cards only. **Please make checks payable to the NCBA Foundation. TUITION LIVE WEBCAST VIDEO REPLAY (VR) Select format and tuiton rate below. REGISTRANT TYPE EARLY BIRD TUITION Received one week prior to program date. REGULAR TUITION Received less than one week prior to program date. WEBCAST TUITION NCBA Law Practice Management & Technology Section $50 first 50 registrants! $110 $150 $175 NCBA $130 $170 $195 Paralegal Division $90 $130 $155 Non-member $170 $210 $235 Full-time LANC Attorney $90 $115 1st Year Licensed in NC These categories do not qualify for Early Bird tuition. $99 $124 CLE Passport Holder 3 Tokens 3 Tokens SELECT ONE Judge Clerk of Court Law Professor Law Student Division Paralegal Student These categories do not qualify for Early Bird tuition or include any MCLE fees. $25 Choose from the applicable Webcast tuition options above. VIDEO REPLAY LOCATIONS For an updated list, see Cary #522BAR Winston-Salem #522WIN Other (if applicable, from website): City: Code: #522 REGISTRANT INFORMATION Please print clearly. Print Full Name: Firm/Organization Name: Address: City, State and ZIP: Daytime Phone Number: Address: NC State Bar No. (Required for MCLE Credit): 522LTE-B PAYMENT Registration is processed only after payment is received. Please print clearly. Enclosed is a check, payable to the NCBA Foundation. Please charge my credit card. Card Number: Expiration Date: Total Amount: Signature:

3 Program Agenda Friday, April 1, 2016, 8:30a 4:15p 8:30a Registration 8:55 Welcome and Introductions 9:00 Using Video to Create a More Ethical, Efficient and Effective Law Practice (Non-CLE) Damon T. Duncan Explore how to use video to run a better law practice. No matter the size of the firm, using video to train staff, educate clients and market your practice allows you to run a more efficient, effective and ethical law practice. 10:00 Practical Online Marketing (Non-CLE) JR Oakes Hear practical steps for marketing your practice online. Learn about search engine optimization, pay per click, social media marketing and other emerging trends in online marketing. 11:00 Break 11:15 TED Talk Style Presentations (Non-CLE) Joshua W. Goodman, Pegeen Turner and Ketan P. Soni Technology in the law office 10 years from now Mastering your inbox 20 tips for Office :15p Networking Lunch (included at Live program only) 1:00 Cybersecurity: Protecting Personal and Client Data* Mital M. Patel Recent studies have shown more than 50% of American adults data was compromised in Attorneys have a professional responsibility to not only protect their personal data but also their clients information. Learn what steps should be taken to best protect sensitive data against the newest forms of cyberattacks. 2:00 Ethics of Digital Marketing* Ginny Allen Gain insight into ethical considerations that should be examined when marketing your law practice digitally. Special attention is given to North Carolina Rules of Professional Conduct 7.1, 7.2 and :00 Break 3:15 60 Tech Tips in 60 Minutes Brian C. Focht and Erik L. Mazzone This fast-paced final presentation examines technology tips to run a secure and successful practice. Topics include security, hardware, software, client access and more. 4:15 Adjourn *Indicates portion providing Ethics/Professional Responsibility credit

4 Program Information Planners Ginny Allen, Adept Digital, Raleigh Damon T. Duncan, Duncan Law LLP, Greensboro Speakers Ginny Allen, Adept Digital, Raleigh Damon T. Duncan, Duncan Law LLP, Greensboro Brian C. Focht, Stiles Byrum & Horne LLP, Charlotte Joshua W. Goodman, Fisher Law Group PLLC, Charlotte Erik L. Mazzone, North Carolina Bar Association, Center for Practice Management, Cary JR Oakes, Consultwebs.com, Inc., Raleigh Mital M. Patel, Wyrick Robbins Yates & Ponton LLP, Raleigh Ketan P. Soni, Hull & Chandler PA, Charlotte Pegeen Turner, Legal Cloud Technology, Raleigh Hotel Information Contact hotel(s) directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. Embassy Suites, 201 Harrison Oaks Boulevard, Cary Rate: $169 Single/Double. Rate includes a full cooked-to-order breakfast and the manager s evening reception. Reservations: Reference Corporate ID: NCB or NC Bar Rate TownePlace Suites by Marriott, 120 Sage Commons Way, Cary Rate: $106 studio queen with sleeper sofa (Sunday Thursday). Rate includes a complimentary hot breakfast. All rooms come with a fully equipped kitchen. Reservations: Ask for the NC Bar Association corporate rate. Step-By-Step Download Instructions 1. Go to 2. Click on Your Course Materials. (on right-side navigation) 3. Log in. (For assistance, call ) 4. Click on the CLE program title. 5. Download and save. FINE PRINT REGISTRATION Registrations are limited by space, and may include a live video broadcast overflow room. TRANSFERS Registrants may transfer from a Live program, Video Replay, Webcast, Webinar or Phone/Audio Streaming Program without penalty within three business days after the program date. CANCELLATIONS Cancellations must be received by 9:00 a.m. the third business day prior to the program to qualify for a refund (less $75 administrative fee). Those not attending will receive the digital program materials in full consideration of tuition paid. MCLE CREDIT The North Carolina Bar Association Foundation is an accredited CLE sponsor under the MCLE Regulations promulgated by the NC State Bar Board of Continuing Legal Education. This program is approved (but not sponsored) by the Board for the designated number of CLE hours. Each attorney must maintain a record of his/her attendance for the NC State Bar annual report. MCLE credit is reported by NCBA Foundation only if a NC State Bar number is provided. Your CLE tuition includes mandatory State Bar fees used to support the State Bar s Mandatory Continuing Legal Education program, the Chief Justice s Commission on Professionalism and the Chief Justice s Equal Access to Justice Commission. Your tuition also includes digital access to all program materials. DIGITAL PROGRAM MATERIALS You will receive a notification when digital materials are available to download. To retrieve digital materials, log in and select Your Course Materials on the CLE website. All of the materials for this program will be available for download in advance of the program. A limited number of printed books will be available for purchase at the Live program. VIDEO REPLAYS To qualify for the Early Bird tuition, registration must be received one week prior to program date. NC State Bar rules require a minimum number of preregistered active State Bar members. The NCBA Foundation reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement. Some sites require additional registration or evaluation forms. Visit to confirm video replay registration and program start times. CLE credit hours at Video Replays are subject to change. Video replay program attendees may purchase the printed manuscript at cost. Due to printing and shipping lead times we are unable to accommodate requests for print materials made fewer than seven (7) days prior to any video replay program. INCLEMENT WEATHER We make every effort to notify registrants when a program is canceled or delayed due to weather. If inclement weather is forecast, please check your local news listings or contact event venue. NCBA programs will follow the work schedule of the hosting institutions, to include delayed openings. CLE SCHOLARSHIPS A limited number of scholarships are available to members in financial need. Contact ship Services at or EVENT SPONSOR AND EXHIBITOR OPPORTUNITIES Interested in meeting the attendees of this program? Become an exhibitor or sponsor! Contact Jennifer Shapiro at for detailed information about these opportunities and their benefits. FOR MORE INFORMATION, VISIT WWW. NCBAR.ORG/CLE.

5 P.O. Box 3688 Cary, NC Nonprofit Org. US Postage PAID Raleigh, NC Permit #297 BECOME A CLE EVENT SPONSOR for one of our award-winning CLE programs. For more information, including event details and the various levels of sponsorship, contact Jennifer Shapiro, Sponsorship Development Coordinator, at or Law Practice Management & Technology 2016 Law Tech Expo and CLE LIVE LIVE WEBCAST Friday, April 1, 2016 NC Bar Center, Cary VIDEO REPLAYS For details and a current list of dates and locations, visit CLE CREDIT: 3.0 Hours Includes 2.0 Hours Ethics/Professional Responsibility A special tuition rate of $50 will be granted to the first 50 Law Practice Management & Technology Section s who register for the Live program. Register now to take advantage of this savings!

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