Greater Newburyport Bar Association
Upcoming for 2021
June 15, 4:00-6:00
“Town Hall” with Family Law Colleagues
Newburyport Screening Room, 82 State Street, Newburyport
(Zoom option but no recording)
Town Hall with Family Law Colleagues is a unique format that invites you to ask the panel questions and discuss possible solutions as a group on challenging issues re: Valuation; Support; Litigation/ADR
Potential Discussion Topics:
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The Intersection of Alimony and Child Support
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How Does Imputed Normalized Compensation Impact Support
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What Is the Impact of Valuation Date—What Are the Circumstances That Justify Revising Valuation Date
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How to Decide When to Do a Business Valuation
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How to Decide What Type of ADR to Choose
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What Is the Extent & Limits of Authority for Parenting Coordinators
Come with your questions and join the conversation as we talk about practice issues, substantive legal points, and what is going on in the Family Law Bar; for all in attendance to discuss. This interactive approach will allow you to not only get answers to your questions, but also contribute to the answers for others. Please send your questions in advance to Donald Pitman, don@pitman-law.com
Panel
Don Pitman, Moderator, The Pitman Law Offices
Marc Bello, CPA/ABV, CVA, MAFF, MST, Edelstein CPA
Judith Cowan, Natola Associates
Gary Todd, Todd & Weld
To register: https://gnba.ticketbud.com/town-hall-with-experts
Note: Opinions are expressed for educational purposes only
August 12
4th Annual CLE by the Sea: NE Solo and Small Law Firm Conference
Greater Newburyport Bar Association with: The Maine State Bar Association; New Hampshire Bar Association; Massachusetts Bar Association; Massachusetts Academy of Trial Attorneys; MA Woman’s Bar Association; Starting Out Solo; LOMAP-MA
Maine CLE Credits: 7.0 with potential to earn 2.5 Ethics Credits and 1.0 H&D Credit.
New Hampshire credits indicated on agenda
7:30-8:30 Continental Breakfast
8:30-9:30 How Cybersecurity Can Impact Your Business
(1 Maine ethics credit, 60 minutes NH)
Corey Tapper, President, Techevolution Sponsored by Techevolution
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Types of Cybersecurity (Cloud Security, Network Security and Application Security)
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The Rise of Cyber Crime
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Targeted Cyber Attacks
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Identity Theft, Hacking and Other Cybersecurity Attacks
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How to Avoid a Security Breach at your Company
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The Biggest Risk to a Business
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Processes the Best Practices
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How to protect your network devices and data from attack, damage or unauthorized access
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Concurrent Sessions
9:30-10:30 A. Practicing Family Law on the Borders (60 minutes NHMCLE)
Demetra Pontsiakos, MA, Catherine Shanelaris, NH & Dana Prescott, ME
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Substantive differences in child support/parenting/alimony
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Enforcement and modification standards in three states.
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UIFSA basics.
• UCCJEA basics vs. UCCJA basics (MA only).
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How to record a foreign judgment and what does it mean?
9:30-10:30 B. Marketing with Limited Resources
Susan Letterman White, Letterman White Consulting LLC
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What does the most recent research data say about how prospective clients choose lawyers today
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What should you do to get noticed with limited resources?
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What can you do to improve your chances of being selected?
10:30-10:50 Networking Break
Concurrent Sessions
10:50-11:50 C. COVID and Employer Liability Claims (60 minutes NHMCLE)
Maureen Pomeroy, MA, Debra Dyleski-Najjar NH & Laura H. White, ME, Don Pitman, Moderator
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COVID Vaccinations and Accommodations
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Leaves of Absence/ADA Rules
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Working from Home Now and in Future
10:50-11:50 D. State of the Legal Market and Profession (60 minutes NHMCLE)
Damian Turco, TurcoLegal
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Case and attorney trends through COVID pandemic;
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Closer look at Eviction, Debt Collection, and Family Law Cases;
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The Justice Gap and how the industry has addressed it;
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Established and emerging legal tech and what lawyers will need to do to remain competitive.
Marc Moccia, Kazarosian Law
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Lawyer WellBeing
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Diversity
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Civility
11:50-1:00 Lunch (included)
1:00-2:00 How to Build a Virtual Law Practice (60 minutes NHMCLE)
Rio Peterson, CLIO Sponsored by CLIO
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What a virtual law firm is, and how it works
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Why you should consider starting a virtual practice
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How to get started on your firm’s virtual path
Concurrent Sessions
2:00-3:00 E. Practicing Elder Law on the Borders: Different Approaches and Current Topics (60 minutes NHMCLE)
Margot Birke, MA, Jennifer Frank, ME and Joy Riddell, NH Medicaid Asset Protection Trusts; Annuities/Name on Check; Pooled Trusts; Elective Share; Testamentary Trusts; Transfer on Death Deeds
2:00-3:00 F. Encryption (1 Maine ethics credit, 60 minutes NHMCLE)
Laura Keeler, LOMAP
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Gain a basic understanding of encrypted communications
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Learn how to protect confidential client information.
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Learn about some best practices and examples of encryption tools that are applicable for use in a small law office.
3:00-3:15 Networking Break
Concurrent Sessions
3:15-4:15 G. Inside Out: How to Manage Lead and Client Communications in a Brave New World (.5 Maine ethics credit, 60 minutes NHMCLE)
Jared D. Correia, Red Cave Consulting Co.
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What are the technology applications that can assist client communications
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How to modernize your lead management and client communications to convert more clients
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How to improve your relationships with the clients you already have
• What are the practical applications and ethical considerations that enable you to stay on top of, and paper, every transaction across the client lifecycle
3:15-4:15 H. Business Ownership: Is It an Asset or Is It a Job?
(60 minutes NHMCLE)
Marc Bello, Edelstein & Co. and Don Pitman, Pitman Law Office Sponsored by Edelstein & Co.
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Identify attributes which create value to a business
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Identify attributes correlated to a business owners efforts
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How to distinguish when a business goes from a job to an asset
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Why does it matter for valuation purposes
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If you can’t sell it, can it still be an asset?
4:15-5:15 Unconscious Bias (1 Maine H & D credit, 60 minutes NHMCLE)
Susan Letterman White, Letterman White Consulting
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How do systemic “isms” lead to inadvertent harassment and discriminatory communication and conduct in the practice of law?
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What’s the role of feelings in all of this?
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What can we do to recognize and repair the problem?
5:30 Reception All Invited—Sponsored by the GNBA
INFORMATION
Tuition: $175.00 | After July 12, $200.00
Tuition includes, continental breakfast, lunch, and reception. Also included are course materials. Parking is free in Blue Ocean lot.
To Register: firm-conference
For More Information on Blue Ocean visit
For More Information about Blue Ocean Music Hall visit www.BlueOceanHall.com
We thank our sponsors for their generosity and support!
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 www.clio.com
Techevolution specializes in a wide range of services, including cyber security and IT solutions for small and medium businesses. Every aspect of running a business takes time. Let us manage your IT services so that you have the time to focus on your business. Techevolution combines our multifaceted IT experience and expertise to define the best solution to meet your company’s needs. We keep your IT systems running smooth, while ensuring your electronic assets are optimized, maintained, secured and protected.
Learn more at https://www.techevolutionmsp.com
Table Sponsors
Edelstein & Company LLP is a full-services regional CPA firm located in Boston’s financial district. We’re comprised of over 100 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 https://edelsteincpa.com
8 Waves Creative is a full-service marketing agency located on the north shore of Boston. We define, architect, build, and deliver uniquely designed and tailored marketing solutions that separate you from the crowd. We are able to manage your company’s entire marketing operation, or simply just assist in the areas where you need it most. Learn more at www.8wavescreative.com
Institution for Savings
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. institutionforsavings.com
Business 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 www.leap.us
Don Pitman, Donald Pitman Law Offices, Newburyport, www.pitman-law.com
Gary Todd, Todd & Weld, Boston, www.toddweld.com
September 9
The Annual John C. Stevens Symposium on Family Law: Benched II
5:00-7:00 p.m., Firehouse Center for the Arts, Market Square, Newburyport