2018 Consortium for Access to Justice Conference Materials

LINKS TO MATERIALS (this will be updated as received)

Thursday
Judy Perry Martinez

Friday 4/13
Sarah Glassmeyer

10:45a-12:00p – Concurrent Sessions 1
a. Teaching Business Growth: KPIs and Business Planning
Cynthia Chandler, Director, Bay Area Legal Incubator (BALI)
>CynthiaChandler_Teaching Business Growth. the-business-model-canvas
>CynthiaChandler_Teaching Business Growth.Strategic Planning.HowtoMap
Stephanie Everett, Community Director, Lawyerist.com
Lilys McCoy, Director, Center for Solo Practitioners, Thomas Jefferson School of Law
>LilysMcCoy_Slides
>LilysMcCoy_Handout

b. Scaling the Incubator Experience and Practice with Distance Technology and Online Practice Tools
Robert Furnier, Director, Lunsford Academy for Law, Business & Technology
>RobertFurnierGeorgia State Presentation
John Pierre, Chancellor, Southern University Law Center
Ken Randall, CEO, iLaw
Chris Muzzo, CEO, LexTotus
Martin Pritikin, Dean, Concord Law School
Renato Izquieta, Directing Attorney, Legal Aid Society of Orange County

c. Supporting Innovative Legal Practices
Joshua Weaver, Consultant, Baylor Law
Anne-Marie Rábago, Director, Texas Opportunity & Justice Incubator, State Bar of Texas
Susan Fortney, Director, Texas A&M University School of Law’s Incubator Program
Melissa Hall, SMOL Law

d. Best Practices in Building and Maintaining Sustainable Programs
Shantelle Argyle, Executive Director, Open Legal Services

e. Special Vendor Showcase
Sherry Askin, Omni Software Systems

12:00p-1:15p – Lunch Conference Center
Mary Lu Bilek, CUNY

1:30p-2:45p Concurrent Sessions 2
a. Teaching Unbundling and Setting Fees
Brooke Moore, Founder, MyVirtual.Lawyer
 > Materials
>
Client Example
Jessica Bednarz, Director of Innovation and Training, Justice Entrepreneur Project (JEP)
Teaching Unbundling/Setting Fees – Supplemental Materials
Pricing Slide Deck
>
JEP Engagement Agreement Checklist for Predictable Pricing
Client Code of Conduct
CBF LSR Article (November 2017)
Bench and Bar April 2014
Anne-Marie Rábago, Director, Texas Opportunity & Justice Incubator, State Bar of Texas

b. Defining, Finding and Handling Your Clients, Intake and Workflow – Mission, Tools and Tech
Tony Lai, Co-founder of legal.io
Trevor Clarke, Director, Justice Entrepreneurs Project (JEP), Chicago Bar Foundation
>TrevorClark_JEP electronic referrals
>TrevorClark_JEP Participant Agreement – May 2018 offer
Scott Kelly
Mitch, Director, Neighborhood Law Clinic

c. Sustainability of Legal Incubators and Non-profit Law Firms
Chris Gassman, Commercialization Manager, Management and Legal Associates, LLC
Bucky Askew, Founder, Lawyers for Equal Justice (L4EJ)
Col Edward Gassman, Founder, CLC
Susan Vanderborgh, Staff Attorney, Bridge to Justice
Yogi Patel, Partner, Lloyd Patel LLP and Graduate of CUNY Law School Incubator

d. Assessing the Impact of Incubator Programs to Leverage Resources
Lilys McCoy, Director, Center for Solo Practitioners, Thomas Jefferson School of Law
Sara Smith, Research and Policy Analyst, Division for Legal Services, American Bar Association
Lauren Sudeall Lucas, Faculty Director, Center for Access to Justice, Georgia State University College of Law
>LaurenLucas_Incubator Conference Presentation (Center for A2J – April 2018)
Len Zandrow, Executive Director, Justice Bridge Legal Center, University of Massachusetts, Dartmouth
Dawn Young, Director of Institutional Projects, Adjunct Professor of Law, Director of Solo and Small Practice Incubator, IIT Chicago-Kent School of Law
>DawnYoung_Incubator Conference_D.Young (4-13-18)_FINAL

e. Special Vendor Showcase
Andrea Stevenson, Clio

3:00p-4:15p – Training Plenary
Reducing Incubator Attrition to Maximize Success:
Lilys McCoy, Director
Cynthia Chandler, Director, Bay Area Legal Incubator
>CynthiaChandler_ReducingAttrition.BALI Customer Satisfaction Survey.06.2017
>CynthiaChandler_ReducingAttrition.BALI Handbook 2018
>CynthiaChandler_ReducingAttrition.BALI Interview questions
>CynthiaChandler_ReducingAttrition.Resources for Sustainability and Growth
>CynthiaChandler_ReducingAttrition.Soft Skills.Sustainability Resources
Trevor Clarke, Director, Justice Entrepreneur Project, Chicago Bar Foundation
Maria Hall, Attorney Development Director, Los Angeles Incubator Consortium (LAIC)
Lilys McCoy, Director, Center for Solo Practitioners, Thomas Jefferson School of Law
Anne-Marie Rábago, Director, Texas Opportunity & Justice Incubator, State Bar of Texas
>How to Build a JEP Network Firm Checklist
>JEP Information Session Talking Points – Feb. 2018
>JEP Participant Description (May 2018)
>JEP Training Digest

4:30p-5:45p – Concurrent Sessions 3

Fortifying Your Incubator
Sarah Babcock, Executive Director, Lawyers for Equal Justice
Karin Ciano, Executive Director, Collaborative Community Law Initiative
>Breaking Poverty Barriers videos
>Breaking Poverty Barriers sheet
>Essential Skills booklet
Maria Hall, Attorney Development Director, Los Angeles Incubator Consortium
Laurie Rashidi-Yazd, Pro Bono Director, Atlanta Legal Aid
JoAnna Smith, Managing Partner, Anderson Rupani & Smith

b. Law Practice Tech as a Vital Piece of Efficient and Unbundled Practice
Erin Gerstenzang, EHG Law Firm
Brooke Moore, Founder, MyVirtual.Lawyer

c. Replicating Successful Models and Creating Opportunities
Karen Barker Marcou, Executive Director and Co-Founder, DC Volunteer Lawyers Project (DCVLP)
Kathleen Biden, Director of Strategic Partnerships, DC Volunteer Lawyers Project
Sara Smith, Research and Policy Analyst, Division for Legal Services, American Bar Association

d. Judges Panel
Judge Verda M. Colvin
The Honorable William Adams (Ret.)
The Honorable Fern A. Fisher (Ret.)
The Honorable Daniel Taubman

e. Special Vendor Showcase
Hailey Bohlman, ARAG Insurance
Cheryl Richardson, ARAG Network Attorney

6:00p-7:15p – Reception
Judge William Adams (Ret.)
Judge Verda M. Colvin

Saturday
9:00a-10:30a – Plenary
Sara Smith, Research and Policy Analyst, Division for Legal Services, American Bar Association
> ATJ5 Plenary – Sara Smith – Slides
Fred Rooney, President, Consortium on Access to Justice
Robert Seibel, Consortium on Access to Justice

10:45a-12p – Concurrent Sessions 4

a. Topics on Teaching Online Marketing
Lilys McCoy, Director, Center for Solo Practitioners, Thomas Jefferson School of Law
David McNeil, Assistant Director, Open Legal Services
JoAnna Smith, Managing Partner, Anderson Rupani & Smith LL
Responding_To_Negative_Reviews_On_Different_Platforms

b. Document and Process Automation – Simple to Complex, Examples and Pitfalls
Jonathan Anderson, Partner, Anderson Rupani & Smith, LLC
John Mayer, Executive Director, Center for Computer-Assisted Legal Instruction (CALI)

c. Incorporating Former Participants Into Incubator Programming
Trevor Clarke, Director, Justice Entrepreneur Project, Chicago Bar Foundation
Jessica Bednarz, Director of Innovation and Training, Justice Entrepreneur Project (JEP) and JEP Participant
Faisal Mehmood, Access to Justice Law Company

d. Preventative Law As A Legal Service Tool
Chlece N. Neal, Executive Director, Chicago Legal Advocate
>ChleceNeal_Preventative Law

12:00p-1:00p -Box lunch/Wrap up
Bob Seibel and Fred P. Rooney

This page will get updated with links to materials as they are received.