SC CLE DIVISION LIVE SEMINAR: The Busy ’s Guide to Legal Technology, with Wellness featuring Barron K. Henley Co-sponsored by the SC Bar Solo & Small Firm Section Friday, December 13, 2019 SC Bar and Conference Center 1501 Park St., Columbia, SC Also available via nine video CLE sites and live Webcast

ABOUT THE PROGRAM You use technology in your practice every day, but are you being efficient and effective? How much time are you wasting because you don’t know software shortcuts or the best product for the task? You can’t get through the day without using your computer or smartphone, but are you doing it safely and ethically? Is it possible to learn these things and have fun at the same time? The answer is YES, if the speaker is Barron K. Henley, lawyer and tech expert extraordinaire! Known for his entertaining style and extremely practical and easy to understand tech tips, Barron is a favorite with South Carolina . Whether you are in a large firm or small, are a lawyer or a paralegal, you will leave armed with tips you can put to use immediately.

This seminar is an intermediate level program.

PROGRAM AGENDA features necessary to control complex formatting are simply concealed. Using Word and “clicking around” provides little improvement and no insight. 8:30 a.m. Registration & Continental Breakfast This session is specifically designed to address those realities. We’ll show 8:55 a.m. Welcome and Opening Remarks you exactly how to fix the common legal drafting problems plaguing you 9:00 a.m. A Lawyer’s Guide to PDF Files now and avoid them in the future. You’ll learn dozens of tips and techniques you can put into practice immediately. Even if you feel you have Word under You have probably noticed that PDF files are everywhere. They have become control, we guarantee you will learn new things about Word throughout this the file format of choice when trading documents with other lawyers and class. clients. Many now require that all pleadings be filed as PDFs; and most governmental forms are available exclusively in PDF format. Because 12:15 p.m. Lunch (provided) of their prevalence, everyone in your office needs to understand the risks Sponsored by the South Carolina Bar - Solo & Small Firm Section and benefits of PDF files. In this session, you’ll learn appropriate uses of 1 p.m. Champagne Technology on a Beer Budget PDFs, and we’ll cover extremely important topics such as metadata removal Believe it or not, you can get great technology on a tight budget. Whether and electronic document security, redaction, Bates Numbering, splitting/ you’re ready to start a firm or overhaul your firm’s existing technology, this combining PDFs, reducing file-size for electronic case filing, review/comment session gives you a legal technology roadmap with a focus on keeping the and PDF collaboration, adding signatures & stamps, routing PDFs for costs as low as possible. We’ll cover everything from low cost comments/feedback, and more. Finally, we’ll identify the programs you can and case management systems, how to lower printing costs, computer use for all these functions (you are not limited to Adobe Acrobat) and explain configurations, security and encryption options, VoIP phone systems, and their relative pros and cons. more. We will also help you prioritize your purchases so you’ll know what to 10 a.m. Ethical Legal Tech Security Measures Every Lawyer focus on. You literally can’t afford to miss this seminar. Must Take 2 p.m. 60 Legal Tech Tips, Tricks, Gadgets and Websites Rule 1.6 stipulates that a lawyer must make reasonable efforts to prevent in 60 Minutes the disclosure of confidential client information. The comments to Rule 1.6 The best of legal technology, practice management, electronics and require lawyers to act competently to safeguard client information and use incredibly useful websites for lawyers. This rapid-fire, entertaining hour is full reasonable safety precautions when transmitting a client communication. of great ideas you can immediately incorporate into your practice. The exact meanings of “reasonable efforts,” “act competently” and “reasonable precautions” may be subject to debate. However, doing nothing 3 p.m. Break certainly won’t meet the standard. The good news is that you don’t have to 3:15 p.m. Stress and Anxiety and the Practice of be a security expert or techie to protect yourself and your office. Learn how This interactive session will talk about the stressors inherent in the practice to cover all the bases of computer, smartphone, tablet, email, wireless and of law, and ways that we can use mindfulness and other tools to help lawyers document encryption. We’ll also cover the fundamentals of backing up your have more productive and less anxious lives. electronic data. Half of the battle is simply knowing what questions to ask and it’s not nearly as complicated as it sounds. Establish best practices in Shannon Furr Bobertz, Esq. your office and discover the inexpensive or free tools that will make sure your S.C. Department of Natural Resources – Columbia confidential information remains confidential. 4:15 p.m. Adjourn 11 a.m. Break 11:15 a.m. Microsoft Word Power Tips for Legal Users Due to the complex formatting often required with legal documents, most users find Microsoft Word to be a constant source of frustration. It’s the primary tool used to produce work product, yet many feel it works against them. Adding to the frustration is the fact that most of the techniques and SC BAR CLE DIVISION LIVE SEMINAR: The Busy Lawyer’s Guide to Legal Technology, with Wellness featuring Barron K. Henley

Barron K. Henley, Esq. Affinity Consulting Group Columbus, OH

BARRON K. HENLEY, ESQ. is one of the founding partners of Affinity Con- sulting Group, a legal technology consulting firm focused on automating and streamlining law firms and legal departments. He earned his B.S./B.A. (marketing and economics) and J.D. from The Ohio State University and is a member of the American, Ohio and Columbus Bar Associations, and the Worthington Planning Council. He is a Fellow in the College of Law Practice Management, and a member of both the ABA Law Practice Man- agement and the Real Property Trust and Estate Law (“RPTE”) Sections. He’s a former member of RPTE Futures Task Force, a former Board Member for the ABA TECHSHOW, and is the former Chair of the Ohio State Bar Association Law Office Automation & Technology Committee. Mr. Henley heads Affinity’s document assembly/automation and software training departments. Barron is also an expert in launching new law firms, overhauling existing firms, and documenting and re-engineering law firm processes. Finally, Barron teaches continuing (CLE) classes throughout the U.S. and Canada covering a wide variety of topics related to law practice management, technology and ethics.

Shannon Furr Bobertz, Esq. SC Department of Natural Resources Columbia, SC

Shannon Furr Bobertz graduated from the South Carolina School of in 2002, cum laude. While in law school Shannon was an Associate Articles Editor on the SC Law Review and a member of the Wig and Robe. After graduation, she clerked for Costa Pleicones on the SC Supreme . After her clerkship, she went into private practice focusing on civil litigation and municipal law with a private firm, where she was a partner. Shannon joined SC Department of Natural Resources in 2013 and was appointed Chief in 2014. Shannon is a mem- ber of the American Board of Advocates (ABOTA) and was chosen as a Rising Superlawyer in 2013. Shannon was awarded the Silver Compleat Lawyer Award by the USC School of Law in 2014. She was selected by The State Newspaper as a recipient of the “20 Under 40” award in 2015. She was also awarded the Meritorious Service Award in 2018 by the Director and Chairman of the DNR Board for her work for DNR. She served as a SCDNR Deputy Officer from 2013-2019. Shannon completed the National Conservation Leadership Institute (NCLI) in 2019. She also served as a Bar Exam- iner and an Adjunct Professor at the USC School of Law. Shannon served on the SC Bar Wellness Task Force, and is a regular practitioner of yoga. She currently serves as a part time municipal for the City of Cayce. SC BAR CLE DIVISION LIVE SEMINAR: The Busy Lawyer’s Guide to Legal Technology, with Wellness featuring Barron K. Henley Friday, December 13, 2019 SC Bar and Conference Center 1501 Park St., Columbia, SC Continuing Legal Education Division Also available via nine video CLE sites and live Webcast

HOW TO REGISTER: E-MAIL—Complete this form, scan and e-mail to [email protected]. MAIL—Complete this form and mail to: SC Bar-CLE, P.O. Box 608, Columbia, SC 29202. ONLINE—www.scbar.org/shop-cle, click the Calendar then select this seminar. For assistance or to register by phone, call (803) 771-0333 or (800) 768-7787. REGISTRATION FORM, #19-93

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Please indicate where you will attend the seminar: o Live at the SC Bar Conference Center, Columbia Video CLE sites (check one): o Anderson o Beaufort o Charleston o Florence o Greenville o o o o Hilton Head Myrtle Beach Rock Hill Spartanburg

Registration Fees: o Section Member Early Bird (received before 11/28/19): $125 o Section Member Regular: $175 o Non-section Member Early Bird (received before 11/28/19): $250 o Non-section Member Regular: $300 Join the Solo & Small Firm Section through 2020 for just $25 and receive the discounted registration price. Contact Courtney Troutman at courtney. [email protected] for details.

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Signature:______All registrations must be pre-paid. Cancellation & Refund Policy: Need to cancel or transfer your registration? Simply notify us in writing no later than 24 hours prior to the published start time of the seminar at [email protected]. You will be eligible to receive a full refund, be transferred to the live webcast or archived online version of the same seminar (if available), or to a live seminar of equal or lesser value - all with no cancellation or transfer fee. Refunds will not be issued for cancellations made within 24 hours of a seminar start time, but all other options listed above are available with no transfer fee. If you have a disability, please call ahead to let us know how we may accommodate your needs.