Sixth Annual CLE by the Sea: NE Conference for Solos and Small Law Firms Banner

Sixth Annual CLE by the Sea: NE Conference for Solos and Small Law Firms

Thursday, July 20, 2023

08:00 AM - 07:00 PM

Blue Ocean Event Center

Salisbury Beach, Salisbury, MA, USA

Sixth Annual CLE by the Sea: NE Conference for Solos and Small Law Firms

Greater Newburyport Bar Association with The Maine State Bar, The New Hampshire Bar, The Massachusetts Bar Association, The Mass. Academy of Trial Attorneys, The WBA of MA, Starting Out Solo, The Essex County Bar and LCLMA

NHCLE total 375 minutes for the day or 75 minutes for each session.

Maine: 6.25 credits for the day, including 1.25 ethics and 1.25 H&D

8:00-9:00 Continental Breakfast & Registration

9:00-9:15 Welcome & Introductions

9:15-10:30  Concurrent Workshops

A. Teens in the Digital World – What You Need to Know…Steven Bradley, Our Family Wizard, Minneapolis, Minnesota

  • Identify common ways teens are harassed via smart phone technology
  • List at least 3 applications used to share and/or monitor location
  • List three (3) ways social networking can be used to harass, threaten, and monitor
  • Explore evidence preservation strategies as they apply to phone technology and social networking
  • Discuss essential social networking privacy settings

B.  Are You Marketing to The Hispanic Client? If Not, You Should Be

Leonard Spada, Spada Law Group, MA

  • The nuances involved in marketing to a diverse and loyal group of Spanish speaking residents 
  • Lessons learned in growing your personal injury practice by tailoring marketing to this community and their unique needs and cultures.
  • Strategies ranging from TV, radio, Google Ads, SEO, firm management and hiring and community outreach. 

C.   Wire Fraud Prevention Tactics for Your Office

Attorney Katherine Prifti & Nevart Pantazelos, First American Title Insurance Co.

  • Having a wire procedure in your office for outgoing wire
  • Having an emergency response plan should your office fall victim to wire fraud
  • What steps you should take to confirm validity of wiring instructions
  • Give samples of situations where attorneys have fallen victim to wire fraud

10:30-10:50 Networking Break

10:50-12:05 Concurrent Workshops

D. Alcohol Use Disorder in Family Law Cases

Attorneys Maureen Booth and Donald Pitman, MA and Mike Fonseca, Soberlink, CA

  • How to advocate for the client with AUD
  • How to advocate for the co-parent of a person with AUD
  • How using a tool like Soberlink supports continuity in parenting time
  • Practical aspects when dealing with an order to use Soberlink; remain sober; and/or attend a 12-step program

 E . Evolving Judicial Attitudes Toward Racial Stereotypes

Sarah Amorin MA, Theodore Lothstein, NH, John Webb, ME

  • Racial Pretext in Search & Seizure
  • Addressing Implicit Bias of Jurors
  • Ineffective Assistance of Counsel
  • Challenging Prosecutorial Stereotypes

F. How to Run Your Practice

Attorneys Martha Bagley & Damian Turco, TurcoLegal, MA

  • How to calculate the cost of obtaining a client 
  • How to find reliable sources of income 
  • How to create a budget for your practice 
  • How to generate business for free 
  • What habits could be adding to your anxiety and tips to avoid 
  • How to avoid accepting clients who will add stress 
  • What level of revenue do you need before you hire 
  • Setting realistic expectations

12:05-1:00 Luncheon (Included)

1:00-2:15 Concurrent Workshops

G. A Deeper Dive into the Income and Market Approach of Valuation, What Attorneys Need to Know

Jesse Gilbert & Danny Young, Willamette & Attorney Judith Cowan, Moderator

  • Overview of the Income Approach
  • Understanding capitalization of income and discount cash flow methods
  • Where do business appraisers get their data to support discount rates
  • Overview of a Market Approach
  • What is a complete transaction method
  • What is a publicly traded guideline method 

H. Key Insights from the Clio Legal Trends Report

Jared Correia, Red Cave Law Firm Consulting

Being client-centered requires focusing on more than just your clients. Join this 1-hour deep-dive into the 2022 Legal Trends Report to discuss what the data means and how to use it to set your law firm and employees up for success. Learn the biggest takeaways from Clio’s research, including:

  • How lawyers are navigating the competitive landscape of legal services
  • Employment trends and what today’s legal professionals have to say about their workplace
  • What clients look for when hiring a lawyerCLIO—Practice Issues 

I. The Winning Formula: Supercharge Your Law Firm's Marketing with a Strategic Audit (no NH credits)

Taylor Whitehead, NIFTY, Idaho

Leads are the lifeblood of your law firm - But finding the right mix of marketing channels for your firm at each stage of its growth can be extremely challenging. 

  • Learn how to conduct a comprehensive audit of your firms existing marketing efforts.
  • Understand the full spectrum of digital marketing options available to any firm.
  • Discover practical tips and techniques to optimize your campaigns and drive tangible results.
  • Discuss channel priority for each stage of your law firm growth.

2:15-2:30 Networking Break

2:30–3:45 Concurrent Workshops

J. Ethical Issues Arising from Lawyers and the Internet: Marketing or Mistake? 

Attorney Edward Cheng, Sherin & Lodgen, MA & Attorney Donald Pitman, Pitman Law Office, MA

  • Blogs, 
  • Emails, 
  • Facebook 
  • Solicitation and marketing 

K. Pitfalls in Real Estate Title Practice

Lauren Weeks, Seaside Legal Solutions, NH and MA & Lynne Murphy Breen, VP, Senior Underwriting Counsel, Director Clear Title, FNF

Pitfalls in Real Estate Title Practice - MA & NH

  • Deeds and Trusts 
  • Deeds and Power of Attorney
  • Notary and Acknowledgement
  • Deed Descriptions - is it sufficient?
  • Homesteads
  • Taking title from an Estate

L. Trauma Informed Lawyering

Attorney Judith Cowan, MA; Kimberly Hutchins, LMHC, MS; Attorney Dana Prescott, ME & Diane Tennies, PhD, LADC, ME

  • Define what it means to act in a trauma-informed manner.
  • Strategies to assist clients in managing their trauma responses to improve the attorney-client relationship
  • Recognizing the impacts of vicarious trauma and strategies to manage 

3:45-5:00 Concurrent Workshops

M. Unconscious Bias & The Importance of Diversity & Inclusion 

Attorneys Ingrid Schroffner, MA & Sarah O’Leary, MA

  • How language can create in and out groups
  • Exploring bias & its impact 
  • How unconscious bias in particular impacts our relationships, decision-making, and experiences within everyday life.
  • Identifying strategies to mitigate biases in our interactions and ways to foster inclusive practices, including inclusive language.

 N. Productive Outs: Microsoft 365 Tips & Tricks

Attorney Jared Correia, Red Cave Law Firm Consulting, MA

  • Microsoft 365 tips, tricks and hacks
  • How you can get more out of this essential business software

O. Navigating the Intersection of Family & Immigration Law

Attorneys Emily Amara Gordon, Ogor Okoye, and Gary Todd, MA

  • When do I need to call an immigration lawyer
  • How does the status of the parties affect the available relief?
  • When does a party qualify for a Green Card and what is the impact of a divorce
  • How should I handle an adoption when the child is not a US Citizen?
  • What is Special Immigrant Juvenile Status (SIJS)?

5:00 Reception for all at SurfSide, sponsored by the GNBA


Tuition:, $250.00 

Tuition includes, continental breakfast, lunch, and reception and materials. Parking is free in the Blue Ocean Parking Lot

Address: Blue Ocean Event Center, 4 Ocean Front N, Salisbury, MA 01952 

Nearby hotels:

Map of Event Location

Ticket Sales Ended

No tickets are available for this event.

Contact Organizer

Share Event


Greater Newburyport Bar Association