Fall Forum 2009
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Materials

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Thursday, November 12

5:30 p.m. Reception
6:00 p.m.
7:00 p.m.
George Nierenberg - Documentary film maker
Defrauding America


George Nierenberg is an acclaimed documentary filmmaker whose 30-year career has spanned independent theatrically-released features, as well as network, cable, and international television. Much of his work has focused on the voices of the exploited and the perseverance of the human spirit. Ironically, Mr. Nierenberg found himself on the other side of the camera lens in December 2008 when his entire life’s savings was decimated in the Bernard Madoff scandal...and he spoke out. In the face of an abrupt change of fortune, Mr. Nierenberg will discuss how, like his film subjects, he has emerged with his spirit intact and with the determination to be an outspoken victim advocate.
7:00 p.m.
8:00 p.m.

Panel Discussion: Protecting Yourself and Your Clients From Fraud - Remedies and Resources in Utah

Moderator: Jonathan O. Hafen; John S. Polise, Assistant Director, Division of Enforcement, Securities and Exchange Commission, Washington, D.C.; plus other panelists TBD

 

Materials


Friday, November 13

8:00 a.m.
Welcome

8:15 a.m. - 9:45 a.m.

 

1.5 hrs. CLE

Keynote Address: John S. Polise
The Scope of Securities Fraud: A National Perspective

John S. Polise is Assistant Director, Division of Enforcement, Securities and Exchange Commission, Washington, D.C. As Assistant Director
he manages complex rule filings from self-regulatory organizations and is responsible for administering the Division of Market
Regulation’s program for regulating Alternative Trading Systems, Electronic Communications Networks and new trading systems. He previously
has held positions at both NA SD and the CFTC and also clerked for the Honorable Stanley Sporkin in the Federal District Court in the District
of Columbia. In 2002 Mr. Polise received the Division of Market Regulation’s Jay Manning Award. He also received the SEC’s Capital
Markets Award in 2001 for being part of the Commission’s September 11th recovery team, and received the NA SD Regulation’s President’s
Award in 2000 for outstanding contribution in the investigation and litigation of a precedent-setting customer protection case.

Materials>>>

9:45 a.m. - 10:00 a.m.

BREAK
 
LITIGATION
PROFESSIONAL RESPONSIBILITY
LAW PRACTICE MANAGEMENT
TRANSACTIONAL
HOT TOPICS
TAKING CARE OF YOURSELF

Session I
10:00 a.m. - 11:00 a.m.

 

1.5 hrs. CLE

Litigation Costs & Access to Justice: Is It Time to Change the Rules?

Moderator: Francis J.
Carney
, Anderson &
Karrenberg

Chief Justice Christine
M. Durham,
Utah
Supreme Court

Hon. Derek P. PullanFourth District Court
Justice Rebecca Kourlis (retired Colo.) Institute for the Advancement of the American Legal System

Materials>>>

Attorney Impairment: A Conversation With the Elephant in the Room, Part 1, The Nature of the Most
Common Mental Health Problems


Professor Donald P. Judges, University of Arkansas School of Law; Adjunct Professor of Clinical
Psychology, University of Arkansas


ETHICS

Materials>>>

Power Point Presentation

Technology Therapy: The Virtual Office

Adrianna Linares, LawTech Partners, Inc.

The Impact of
Bankruptcy on Real
Estate Transactions


Moderator: George B.
Hofmann,
Parsons
Kinghorn Harris

Mona L. Burton,
Holland & Hart
Hon. R. Kimball Mosier,
U.S. Bankruptcy
Court, District of Utah

Harold L. Reiser,Parsons Kinghorn Harris

Materials:

Retaining Good
Lawyers: Lifestyle and Generational Issues


Moderator: Laurie D.
Gilliland,
U.S. Federal
District Court

Evelyn J. Furse, Salt Lake City Attorney’s Office
Melanie J. Vartabedian,
Ballard Spahr Andrews and Ingersoll
Lisa A. Yerkovich, Ray Quinney & Nebeker

Materials:

 

From Burnout to
Balance: A Workshop Offering Principles and
Practices for Generating Greater Resilience and Flourishing Through Both Calm and Tumultuous Times


Colette Herrick, CEO, Insight Shift

Materials:

11:00 a.m. - 11:15 a.m. BREAK          
 
LITIGATION
PROFESSIONAL RESPONSIBILITY
LAW PRACTICE MANAGEMENT
TRANSACTIONAL
HOT TOPICS
TAKING CARE OF YOURSELF

Session II
11:10 a.m. - 12:10 p.m.

 

1.5 hrs. CLE

How to Find and Select an Expert Witness

Moderator: Jonathan
O. Hafen
, Parr Brown Gee & Loveless
Hon. Thomas L.
Kay,
Second District Court
Hon. Clark Waddoups, U.S Federal District Court
Tim D. Dunn, Dunn & Dunn
Colin P. Kin, Dewsnup King & Olsen

Attorney Impairment: A Conversation With the Elephant in the Room, Part 2, An Alternative Approach to Managing the Emotional Responses to the Demands of Professional Life

Professor Donald P. Judges, University of Arkansas School of Law; Adjunct Professor of Clinical
Psychology, University of Arkansas

Materials>>>

ETHICS

Marketing and Financial Tips to Help You and Your Firm Thrive in a
Down Economy


Moderator: Nancy
Lawson,
Parr Brown
Gee & Loveless

Ron Pynes, Managing Partner, Axis41
Steve Wiest, Partner, Marketing Services, Axis41
Reed Wright, Partner, Chief Architect, Axis41

Materials>>>

Dealing With Loan Restructuring

Brian D. Cunningham, Snell & Wilmer
Ken C. Johnsen, Oak Canyon Partners

 


Pretrial Considerations in Domestic Law Cases

Angela F. Fonnesbeck, Attorney at Law

 

Materials>>>

Managing Your Personal Finances

Gary Mills, Principal, Velocity Financial

Materials>>>

12:15 p.m. - 1:45 p.m.

 

1 hr. CLE

LUNCH: Awards Presentation

CLE Presentation - Adriana Linares, LawTech Partners, Inc.
Technology Therapy for Law Firms

Adriana Linares is a legal technology consultant and trainer, and President of LawTech Partners, based in Orlando,
Florida. Prior to launching LawTech Partners, she managed firm-wide training programs and technology development
initiatives in two of Florida’s largest law firms. With LawTech Partners, she delivers training and “tech therapy”
sessions for firms of all sizes nationwide. Having served two years on the Planning Board for ABA TECHSHOW ,
today Ms. Linares chairs the Technology Core Group of the Law Practice Management Section of the ABA and serves
as the editor for TechnoLawyer’s Blawgworld.

1:45 p.m. - 2:00 p.m. BREAK          
 
LITIGATION
PROFESSIONAL RESPONSIBILITY
LAW PRACTICE MANAGEMENT
TRANSACTIONAL
HOT TOPICS
TAKING CARE OF YOURSELF

Session III
2:00 p.m. - 3:00 p.m.

 

1 hr. CLE

Advanced Evidence,
Hearsay Part 1: What It Is and What It Isn’t, and the Exceptions


Professor Stephen J.
Cribari
, University
of Minnesota Law
School

Materials>>>

Avoiding Malpractice, How to Deal With It Once You’ve Done It, and Defending Yourself Against a Lawsuit

John A. Snow, Van Cott Bagley Cornwall & McCarthy

Materials>>>

ETHICS & PROFESSIONALISM

Flat Fee Billing Practices

Moderator: Adam D. Ford, Ford & Huff
Kim H. Buhler, Bradford & Bradly
Jeremy M. Delicino, McCaughey & MetosThomas M. Bonacci,Workman Nydeggar

Materials>>>

Landlords’ and Tenants’ Perspectives on
Restructuring
Commercial and
Residential Leases


Moderator: TBD
David E. Gee, Parr
Brown Gee & Loveless

James H. Deans,
Attorney at Law

Martin S. Blaustein,
Utah Legal Services

Materials:

Proposed Legislation
on Guardianships and Conservatorships


Timothy M. Shea,
Administrative Office
of the Courts

Materials>>>

Meditation Training for Stress Relief, Part 1

Michael Zimmerman
Diane Hamilton

Materials>>>

3:00 p.m. - 3:15 p.m. BREAK          
 
LITIGATION
PROFESSIONAL RESPONSIBILITY
LAW PRACTICE MANAGEMENT
TRANSACTIONAL
HOT TOPICS
TAKING CARE OF YOURSELF

Session IV
3:15 p.m. - 4:15 p.m.

 

1 hr. CLE

Advanced Evidence,
Hearsay Part 2: What It Is and What It Isn’t, and the Exceptions


Professor Stephen J.
Cribari
, University
of Minnesota Law
School

Materials>>>

Responding to a Professional
Conduct Complaint


Moderator: Sharadee Fleming, Office of Professional Conduct
Adam C. Bevis, Office of Professional Conduct
Charles A. Gruber, Attorney at Law Vernon L. Hopkinson,
Cohne Rappaport & Segal

Materials>>>

ETHICS

Providing Limited Scope Legal Services

Mary Jane Ciccarello,
Utah State Courts
Virginia L. Sudbury,
Attorney at Law

Materials:

The State of Utah’s
Economy


Lew W. Cramer, CEO/President, World Trade Center of Utah

Materials>>>

Caring for Yourself
and Your Parents’ Basic Legal Needs


Margie Campbell, MSW
Kent B. Alderman,
Parsons Behle & Latimer

Materials:

Meditation Training for Stress Relief, Part 2

Michael Zimmerman
Diane Hamilton

Materials>>>

4:15 p.m. - 4:30 p.m. BREAK          
 
LITIGATION
PROFESSIONAL RESPONSIBILITY
LAW PRACTICE MANAGEMENT
TRANSACTIONAL
HOT TOPICS
TAKING CARE OF YOURSELF

Session V
4:30 p.m. - 5:30 p.m.

 

1 hr. CLE

Advanced Evidence,
Impeaching Witnesses: Character and Reputation Evidence


Professor Stephen J.
Cribari
, University
of Minnesota Law
School

Materials>>>

Resources for Dealing with Problems: Insurance,
Treatment, and Counseling


Moderator: S. Brook Millard,
Wrona Law Offices
Brent Kelsey, Utah
Department of Substance Abuse

Sean Morris, Blomquist Hale

Materials:

ETHICS

Going Solo – Hanging Your Shingle

Moderator:
J. RobRoy Platt, Attorney at Law
Dale B. Kimsey,
Attorney at Law
Cynthia Hale,
Attorney at Law
Paul Anderson, ProPay

Materials:

What Does It Take to
Get a Loan?


Moderator: M. Michelle Allred, Ballard Spahr Andrews & Ingersoll
Zions Bank Private
Banker Celtic Bank
(SBA Specialist)
Beehive Credit Union

Materials:

 

What Every Non-
Immigration Lawyer
Needs to Know About Changes in Immigration Law


Moderator: Ross I.
Romero
, Zions Bank
Clayton A. Simms,
Attorney at Law
Roger Y. Tsai, Parsons Behle & Latimer

Materials>>>

Immigration Law Handout

Presence, Intuition,
and Their Uses in a
Professional Setting


Jeff Farwell, MA
Shamanic Practitioner

 

 

5:30 p.m. MEETING ADJOURNED
 
Lawyers: $175 before 11/06/09, $195 after
Active under three years: $125 before 11/06/09, $150 after
Non-lawyer assistants: $100 before 11/06/09, $125 after
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