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Save the Date

7Th Annual CLE by the Sea, Thursday, July 18, 2024


6Th Annual CLE by the Sea: NE Conference for Solos & Small Firms

Thursday, July 20th, 8-5:15, Blue Ocean Event Center,

Salisbury Beach

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 



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 ways social networking can be used to harass, threaten, and monitor;

  • Explore evidence preservation strategies as they to phone technology and social networking; and

  • 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

     Nevart Pantazelos, Agency Representative for First American Title Insurance Co.

  • Having a wire procedure in your office for outgoing wires

  • 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

Stuart Hurowitz, 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, Solen Moriarty & Thomas Taranto, 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

    • Getting paid


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

Marc Bello, Edelstein & Company LLP, MA & Attorney Judith Cowan, MA

  • Overview of the Income Approach

  • Understanding capitalization of income and discount cash flow methods

  • Where do business appraisers get there 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

Presenter from Clio TBD

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 lawyer CLIO—Practice Issues


  1. Modern Lead Generation: Legal Marketing in 2023 (no NH credits)

Nick Paul, NIFTY, Idaho


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

  • Emails

  • Blogs

  • Facebook 

  • Solicitation and marketing 

K.  Pitfalls in Real Estate Title Practice

Attorneys Douglas E. Bolick, Newburyport and Lauren Weeks, Seaside Legal Solutions, MA & NH

  • What constitutes a good starting deed and why not to go back further unless you have to.

  • Homestead statute

  • Consulting the Registry of Deeds Recording Standards so that they won't reject your e-recordings and create snafus. 

  • Trustee certificates

  • Taking title from an estate


l.  Trauma Informed Lawyering

Attorney Judith Cowan, MA; Kimberly Hutchins, LMHC, MA; 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. 


3:50-5:10 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: $199.00 | After June 12, $249.00 

Tuition includes, continental breakfast, lunch, and reception and materials. 

To Register:

Parking is free in the Blue Ocean Parking Lot

Nearby hotels:




Thank You to Our Sponsors!!

Speaker Sponsors 


Clio is the world’s leading cloud-based technology platform that prides itself in simplifying operations, growing businesses, and allowing legal professionals like you to work remotely from anywhere. Let Clio focus on the business side of running your firm while you spend more time doing what you do best — practicing law. Learn more at 


Edelstein & Company LLP is a full-services regional CPA firm located in Boston’s financial district. We’re comprised of over 150 employees serving primarily privately held businesses and high net worth individuals spanning a variety of industries including healthcare, real estate & construction, food & beverage, start up and emerging companies, nonprofit organizations, PE and hedge funds to mention a few. We provide tax, audit, accounting, business valuation and consulting services to our clients. In 2018, we proudly celebrated our 50th anniversary. Learn more at:


Since 1820, the Institution for Savings has played an integral role in supporting the communities we serve. With 15 retail locations throughout the North Shore, we offer a full menu of uncomplicated personal and business products and services to help our customers build financial security. As a mutual savings bank, our true commitment to our communities extends far beyond profits. From our trustees and officers to our employees, we are all committed to constantly do what we can to improve the lives of those around us every day. 

At Nifty we believe there is a right way to do marketing for law firms. We live and breathe legal marketing and travel the country talking about it. It is our goal to help lawyers get back in the “lawyer seat” and do what they are best at. To accomplish this we become a true partner and friend with the law firms that join the Nifty team. We become an integral member of the team and thrive on the success of the lawyers we work with. We take pride in being insanely transparent and honest in everything we do. We are a bunch of passionate marketers in a small farming community with good values and even better work ethics. 


20 years of helping families living separately thrive! With OurFamilyWizard, family law professionals and parents have access to a suite of tools designed to support effective co-parenting, help assure compliance, and deliver more optimal results for children. Learn more about our fee waiver program, free professional access, and updated model order language. Contact 


With 55,000 custody cases each year that involve alcohol, parents, attorneys, and  judges need a reasonable, trusted, and court-validated way to monitor alcohol consumption in real-time. In 2011, Soberlink revolutionized the way people can provide proof of sobriety without compromising child safety. Today, 10,000+ Family Law Professionals across all 50 states have adopted the system—learn how to implement Soberlink into your own practice.


Exhibit Sponsors 


LEAP is the #1 legal practice management software for New England law firms. Simplify your IT infrastructure, reduce overhead costs, and enable your law firm to work from anywhere, at any time. Law firms earn 30% more profit within the first year of switching to LEAP by getting rid of servers, billing more hours with instant time-recording, and getting paid faster with secure, online billing and payments. Learn more at


Business Sponsors

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