Session Description:
A partner in the firm comes to you and tells you they are doing a CLE program tomorrow at a client’s office and need to make sure their attendees get credit. The volunteer speakers for next month’s program have sent you bits and pieces of information in 10 different emails. Your program chair hasn’t confirmed details with all his faculty and you’re getting questions you can’t answer. Rather than pull out all of your hair – how do you make sure that you’ve got an easy-to-follow and comprehensive intake process for CLE programs that ensures that you have the information you need, in the timeframe in which you need it?
Join Sharon James (Morgan, Lewis & Bockius LLP), Susan Robertson (Akin), and Gina Roers-Liemandt (American Bar Association) for three perspectives on creating that process. From “low-tech” options to ways to automate, these three experienced CLE professionals will share their tips and suggestions.
| EXAMPLE Sign-In Template (11.1 KB) | Available after Purchase | ||
| EXAMPLE Program Acceptance Email Template (16.1 KB) | Available after Purchase | ||
| EXAMPLE CLE Request Form - Redacted (112.2 KB) | Available after Purchase | ||
| Nontraditional Format Form (207 KB) | Available after Purchase | ||
| CLE Accreditation Request Form (199.2 KB) | Available after Purchase | ||
| CLE Checklist for Marketing_Business Development (211.2 KB) | Available after Purchase | ||
| CLE Program Intake PPT (2.4 MB) | Available after Purchase | ||
Gina Roers-Liemandt is the Director of MCLE and Professional Development at the American Bar Association. An internationally recognized expert on MCLE rules and requirements, she teaches the MCLE portion of ACLEA’s “Boot Camp” for new members, and is a frequent lecturer on rules, regulations, processes, and trends in accreditation. Gina earned her J.D., cum laude, from the University of Minnesota Law School, and a B.A., cum laude, from Winona State University (Minnesota)