Calendar 2022




Wednesday,  July 13

Fifth Annual CLE by the Sea: NE Conference foe Solos and Small Law Firms

Blue Ocean Event Center, Salisbury Beach, MA

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 and LCL/LOMAP

8:00-8:30 Registration and Continental Breakfast


A.  Prenuptials (75 min. NHMCE)

 Gary Todd & Julianna Zane, Todd & Weld, MA

Purposes of a Prenuptial Agreement; Traps; Standards; Prenuptial Agreement Challenges 

B. How to Run Your Practice for Greater Predictability

 Martha Bagley, BagleyLaw & Thomas Taranto, Taranto Law, 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

C. Shifting Legal Landscape of the Budding Cannabis Industry (75 min. NHMCLE)

 Nathan R. Fennessy, PretiFlaherty, NH & Charles A. Reid, lll, Progressive Law, MA

What is the status in NE states and the state v. federal dynamic; Starting and operating a business; Risks management/tolerance


9:45-10:00 Networking Break



D. Understanding Complex Compensation (75 min. NHMCLE)

 Marc Bello, Edelsten & Company, LLP & Donald Pitman, Pitman Law Office

Non-qualified compensation plans, e.g. Stock Options, Restricted Stock, Performance Shares and Appreciation Rights

E. How to Improve Your Branding and Competitive Advantage

 Jared Correia, CEO, Red Cave Law Firm Consulting

What are the indices of effective logos + website redesign  strategies; How can you enhance your lead engagement? How do you implement a content marketing program? Why should you consider paid advertising options? How can you continue to adjust to marketing trends?

F.  Key Insights from Clio’s Legal Trends Report        

 Nefra-Ann McDonald, CLIO

The biggest takeaways from Clio’s research into 2021 legal trends; What today’s clients look for in hiring a law firm; Recommended actions for optimizing your firm’s success in 2022 and beyond


11:15-11:30 Networking Break

11:30-12:30 Traditional vs Digital Advertising Tactics & What Works for Law Firms Today 

Nick Paul, NIFTY

What the modern client journey actually looks like; A comparison of cost & targeting options between traditional and digital channels; How to track results and identify secondary benefits; Tips and tricks to get the most out of your digital ad campaign


 12:30-1:30 Lunch (Included)


 1:30-2:30 Leveraging Technology to Implement 11 Habits of Successful Law Firms

Sy Sommer, Director of Litigation, LEAP

The practice of law has changed with meetings, court hearings, and workspaces being moved to online and virtual environments. As law firms consider their processes and take a long-term view of their future, how to adapt to the digital practices that are now industry standard should be a top priority. From how you interact with your clients and manage your staff to how you organize and access your matters, technology has completely reshaped the way lawyers can approach their day-to-day routines. By utilizing the right legal technologies, implementing the 11 Habits of Successful Law Firms, covered in this presentation, will help you become more successful in 2022 and beyond.


 2:30-2:45 Networking Break



G. Practicing Family Law on the Borders (Part One) (75 min. NHMCLE)

Hon. Mary Rudolph Black, Essex Probate & Family Court, Demetra Pontisakos, MA Catherine Shanelaris, NH, Dana Prescott, ME

Substantive Differences in Child Support/Parenting/Alimony; Practical Considerations and Sample Cases; Interstate Judicial Conferences to determine Jurisdiction; Enforcement and modification standards in three states; UIFSA basics.; UCCJEA basics vs. UCCJA basics (MA only); How to record a foreign judgment and what does it mean; QDROs

H. Surviving to Thriving: Managing Stress and Avoiding Burnout (75 min. NHMCLE)  

Heidi Alexander, Director, Massachusetts SJC Standing Committee  on Lawyer Well-Being and Jill O’Neill, Executive Director, NHLAP

Identifying & Understanding Signs of Burnout & Trauma; Strategies for Building Resilience; How Well-being Can Impact Your Professional Obligations; How to Control Distress & How Lawyers' Assistance Can Help; Efforts to change culture and make system change in the legal profession to improve the well-being of legal professionals

I.  Building, Navigating, and Trying Cases Involving Motor Vehicle  Evidence

  Daniel K. Gelb, Gelb & Gelb, MA

Identifying and gathering evidence; Data collection, digital forensics and analytical tools; Accident reconstruction; Pretrial discovery and motion practice; Trial preparation and avoiding pitfalls 


4:00-4:15 Networking Break



J. Practicing Family Law on the Borders (Part Two)

 Hon. Mary Rudolph Black, Essex Probate & Family Court, Demetra Pontisakos, Catherine Shanelaris, Dana Prescott

K. Driving under the Influence of Cannabis

 Stuart Horowitz, MA, Ted Lothstein, NH, John S. Webb, ME

If marijuana use is completely legal, can police officers who smell marijuana during a vehicle stop order the driver out of the car? Do standardized field sobriety tests measure anything of evidentiary value when the driver has been using marijuana? Can highly-trained police officers really tell what drug a person has used without chemical tests? Or is DRE testimony just "junk science”; How do you prepare your trial if the DRE testimony is admissible

L. Recognizing and Managing Implicit Bias in Practice

 Israela Adah Brill-Cass, Esq., Ombudsperson, Wesleyan University and Clark University, Communications Studies Senior Affiliated Faculty, Emerson College, Founder and Principal, Fixerrr and Hon. Mary F. McCabe, District Court, MA

What is bias and how do we recognize the impact it has on us as lawyers, on our clients and on what we’re able to achieve? Once we recognize it, how do we combat it? Learn new insights into recognizing and combating bias to produce the best results.


5:30-7:15 Gourmet Reception for All at Surfside, Salisbury Beach, 

 Sponsored by the GNBA



Tuition: $199.00 | After June 12, $249.00

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

CREDIT information: We believe the sessions marked 75 NHMCLE min. meet the requirements of NH Supreme Court Rule 53 and may each qualify for 75 minutes toward the annual NHMCLE requirement.

Parking is free in Blue Ocean lot.

For More Information on Blue Ocean visit


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

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: www.

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.



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



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.



Exhibit Sponsors 


Kolibri Law Support Solutions

Kolibri Law Support Solutions provides fractional law firm management services to help you run a lean and efficient law firm. As a client, you're assigned a dedicated Chief of Staff (COS) who brings considerable experience in law firm management to you and your firm.  The COS is responsible for implementing and overseeing all aspects of your firm's business operations with a focus on implementing modern law firm best practices.  Business operations functions include financial management, human resources management, systems management, facilities management, practice management, and marketing. Through this role, we'll be your trusted advisor, integrator, executor, and communicator.

LawPay was developed specifically for legal professionals, providing a simple, secure way to    accept credit, debit, and eCheck payments online. LawPay’s proprietary technology prevents commingling of earned and unearned funds and protects your trust account against any third-party debiting, ensuring compliance with ABA and IOLTA guidelines.



Have your finances seen better days? It’s not just you. For many people, the    economy has changed the way we think about money – especially redefining the difference between “wants” and “needs.” Get a complimentary financial check-up through Primerica’s Financial Needs Analysis. It’s a 30-minute snapshot of your financial future … and the first step to doing something to improve it. So, you’re not where you thought you’d be. Here’s your chance to do something about it.  


Raven Consulting and Community Services

Raven Consulting and Community Services provides a variety of resources and workshops for professionals in law, psychology, mental health, social work, and education, among other fields. RCCS offers guidance through individual and organizational litigation support concerning expert and forensic roles, professional ethics, Guardian ad litem best practices, and risk management. We also equip parents with education and resources for parenting and co-parenting after separation, including child custody conflict and family court matters.  


TekDoc Solutions

TekDoc Solutions helps Massachusetts and New Hampshire law firms protect and  secure their data, networks, and clients so they can spend time winning cases, not  struggling with IT. TekDoc is the outsourced IT partner that understands your needs.


Business Sponsors


Pitman Law Offices 


Taranto Law 

Todd & Weld