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New Mexico
Criminal Defense Lawyers

P.O. Box 8324
Santa Fe, NM 87504
(505) 992-0050

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Ring in the New: Best Practices in Law Office Management
January 26th, 2018
Greater Albuquerque Association of Realtors
1635 University Blvd NE
Albuquerque, NM 87102
4.5 General, 2.0 Ethics/Professionalism CLE Credits
Including NM State Bar Required Credit Hour on Trust Funds & IOLTA

Thank you to our Seminar Sponsor:

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Moderator:   Angelica Hall, Attorney at Law, Albuquerque & Roberta Yurcic, Roberta Yurcic Legal Services, LLC, Albuquerque

9:00-10:00   TRYING SOMETHING NEW: HOW TO LAUNCH A SUCCESSFUL LAW OFFICE IN NEW MEXICO Practical tips and tools for starting out on your own. Business plans, bank accounts, equipment needs, office space, and setting up fee structures.
Susan Burgess Farrell, Burgess & Porter Law, LLC, Albuquerque;
Angelica Hall, Attorney at Law, Albuquerque;
Chris Lucero, Lucero & Howard, LLC, Albuquerque

Equip your office with the forms, practices, inner office policies, and procedures to keep your practice running efficiently. Find, and delegate work to, investigators, paralegals and other staff. This session will also cover learning how to say "no" to protect your bottomline.
Jed Glazener, Rasheed & Associates, PC, Albuquerque;
Antonia Roybal-Mack, Roybal-Mack & Cordova, PC, Albuquerque

11:00-11:15   BREAK

11:15-12:30   BUFF UP YOUR DIGITAL SECURITY: INSIDE AND BEYOND THE BORDER Protect the confidentiality of your work product, files, and client communications, by encrypting laptops, texts, phone calls, emails and attachments. Beware that the Govt still asserts the '3rd Party doctrine' in court which means if you entrust your emails to a 3rd party provider like Google or Gmail you just gave up all your claims to privacy even with atty client material. Session also includes information about crossing the US border with your lap top and how ICE can look at it all when you return. Mark Fidel, Co-Founder, RiskSense;

12:30-1:45    LUNCH – On Your Own
Or register for lunch and stay for "Balancing Parenting and Practicing" – a roundtable discussion with other lawyers juggling the demands of running a law practice, family obligations, and life in general. This is an opportunity to build or grow your community of support lawyers. (Sign up on the Registration Page)

1:45 – 2:45   Law Practice Management and Legal Research Tools: A Lawyer's Comparison of Practice Management Software. Learn about the various management and research tools out there and how they work. Includes live demos and information on impact and costs.
Barry Porter, Burgess & Porter Law, LLC, Albuquerque (FirmCentral/Westlaw);
Roberta Yurcic, Roberta Yurcic Legal Services, LLC, Albuquerque (MyCase and Lexis);
Antonia Roybal-Mack, Roybal-Mack & Cordova, PC, Albuquerque ( and Tabs, OneSource)

2:45-3:00      Bring Your Questions speakers from previous panels answer your questions.

3:00-4:00      NEW CHALLENGES: MASTERING THE ETHICAL USE OF SOCIAL MEDIA AND THE WEB (Ethics/Professionalism) There are several revisions to the Rules of Professional Conduct related to an attorney's use of social media. Katie Wray, member of the Rules of Professional Conduct Committee and Chair of the State Bar Social Media Committee, will provide an update on the new rules, examples of practical uses of social media in your law practice, and a review of best practices concerning web use. Katie Wray, Wray and Girard, PC, Albuquerque

4:00-4:15      BREAK – and Registration for NM State Bar Trust Accounts Session

This State Bar required hour on Trust Accounts and IOLTA with Bill Slease will satisfy the mandatory requirements of 17-204.

4:15-5:15      The Basics of Trust Accounting; How to Comply with Rule 17-204 NMRA. Using interactive polling software and mock trust transactions, this course will instruct participants on and test their knowledge of the fundamentals of attorney trust accounts in New Mexico, including: (a) the proper operation of such accounts; (b) identification of records that must be maintained; (c) best and prohibited practices for operating a trust account and accepting retainers; (d) recording trust transactions in general and client ledgers; and (e) reconciling trust account ledgers with bank statements. Will include ample time for Q and A on related issues.
Bill Slease, Chief Disciplinary Counsel, New Mexico Supreme Court, Santa Fe
The Center for Legal Education of the New Mexico State Bar Foundation is the course provider of this segment.

Click Here to Register