Register for the MBA Annual Conference 2010
New programming includes a plenary session on how to "Protect Your Firm and Client Information: Compliance with the New Massachusetts Data Privacy Laws."
"Achieving a Competitive Advantage in Changing Times" is the
theme of the Massachusetts Bar Association's spring Annual
Conference. MBA AC10 will take place on Thursday, March 11 and
Friday, March 12 at the Westin Copley Place in Boston.
is pleased to announce new CLE programming which includes a plenary
session on how to Protect Your Firm and Client Information:
Compliance with the New Massachusetts Data Privacy Laws on
Thursday, March 11 beginning at 9 a.m.
Massachusetts has set its course for the strictest data privacy
regulation in the country. Starting on March 1, 2010, protection of
your clients' data will become your affirmative duty. Don't
risk a breach later. Prepare to prevent breach now by learning the
nutshell view of the Massachusetts Data Privacy Regime; how the law
will be enforced, tools for technical compliance with prevailing
laws and regulations, and a panel discussion of key questions.
Join us for this informative session as our panel of experts
cover the data privacy statute, the data privacy code
provisions, released guidance from the Office of Consumer
Affairs and Business Regulation and the tools necessary to comply
with the new rules.
Specific programming includes:
9:15 a.m. What is the Data Privacy Act?
David M. Felper, Esq., Bowditch & Dewey
9:50 a.m. It's Lost, Now What?
Scott D. Schafer, Esq., Office of the
Attorney General, Boston
10:25 a.m. Key Tools to Prevent a Breach
Blake Martin, CIO IT director, Sten-Tel,
11:15 a.m. Panel Discussion
Daniel Crane, Esq., Daniel C. Crane,
Attorney at Law, Cambridge; Kurt
Baumgarten, vice president of Information Security,
Peritus Security, East Longmeadow
Click here for a
full conference schedule, including conference faculty and to learn
how to earn credit on Massachusetts professional liability
The conference includes the MBA Gala Dinner on Thursday, March
11 featuring a keynote address from Morris Dees, founder and lead
trial counsel for the Southern Poverty Law Center and the
presentation of the MBA's Legislator of the Year Award to
Massachusetts State Sen. Cynthia
In addition to the plenary session on the Massachusetts Data
Privacy Laws, Annual Conference 2010's CLE programming will include
two continuous tracks on law practice management and recent
developments, as well as two additional plenary sessions. The
Access to Justice Awards Luncheon will be held on Friday, March
to register for the MBA's 2010
conference online. For a printable PDF outlining sponsorship
opportunities and table reservation information, click here
. For additional information call
The MBA has a limited room block available at the Westin. Click here
to reserve a room. Room rates are
$249 per night through Feb. 10, 2010.
Top left: Gabriel Cheong presents during the closing panel of the conference
Middle left: Nearly 150 attended the Jan. 28 conference
Bottom left: (Left to right) Michael Zafiropoulos, Alan Klevan, John Morrissey and R. Lindsay Wilson II
Right: Carlyn Carey (left) and Aida Abbound Gennis (right)
Photos by Tricia Oliver.
Popular “How to” Conference draws record attendance
Recorded conference now available through "MBA On Demand"
Nearly 150 Massachusetts attorneys attended "How to Start and
Run a Successful Solo or Small-Firm Practice" held on January 28 at
Lombardo's in Randolph. The MBA last presented this popular
full-day conference in 2007. In addition to its presentation in
late January, the recorded conference is now available for purchase
through "MBA on Demand."
The nuts and bolts of launching one's own firm were covered.
Participants learned the mechanics of setting up a firm or solo
practice, the logistics of running it and best practices to
successfully market it.
MBA members who were not able to attend on Jan. 28 can purchase the
recorded conference as a whole, or by session. Click here to purchase "How to Start and Run a
Successful Solo or Small-Firm Practice" and related offerings
through MBA on Demand.
NOTE: Due to high interest in MBA On Demand, you may
experience connectivity issues when attempting to view an On Demand
product. Please be patient and try the link again.
Program faculty was led by conference co-chairs Marc L.
Breakstone and David W. White Jr. of Boston's Breakstone, White and
Gluck. White, a past president of the MBA, described attendees in
the audience as "enthusiastic" and mentioned that the conference
was covered on Twitter (#startandrun2010) as it took place.
Other featured faculty included attorneys William Bogaert,
Gabriel Cheong, Rodney Dowell, Andrea Goldman, Alan Klevan, B.J.
Krintzman and Denise Murphy, as well as MBA Insurance Agency
President Terence Welsh.
Following the day's educational offerings, attendees took
advantage of a reception sponsored by the MBA's General Practice,
Solo & Small Firm Section. At the reception, attendees
reflected on what they gained from the CLE offering.
Cheong was an audience member when "How to Start and Run" was
offered in 2006. "I still have the book," he said. When preparing
for the 2010 conference as a member of its faculty, Cheong noted
that those three years have brought drastic changes.
"It's different," said Cheong, noting that it's increasingly
cheaper to establish one's own firm. "You can definitely open a
firm on a shoestring budget," unlike before. "If you want to start
a solo practice, anyone can do it; but, it is not for everybody,"
he added. Cheong was sworn in to the bar in 2007. On the day of his
admittance ceremony, he started his law practice.
Many less tech-savvy conference goers gained much from Cheong
and the other presenters. A variety of circumstances led them to
The "How to Start and Run" conference came highly recommended to
John Morrissey from past participants. After 17 years in a
Boston-based firm, Morrissey and three colleagues are opening a new
small firm in Braintree. With his "fresh start," he thought it was
best to learn from the conference and "do it right."
Morrissey has found technology the hardest obstacle as he plans
for his small firm's opening in the coming months. So, he paid
close attention to the recommendations presented by Cheong,
Breakstone, White and others.
Morrissey, who lives in Hingham, cited work-life issues as the
driving force for the professional change. He is looking forward to
soon shedding his three-hour round-trip commute to and from Boston
in exchange for more time spent with his daughters, including
coaching his 11-year-old's softball team.
In addition to those attendees from the Boston area, the
conference drew participants from well-beyond the Route 128 belt.
One such attorney was Vittorio Coppa, now with Coppa Law Group in
Holyoke, MA. Coppa used to work for WestLaw and was interested in
attending this program to learn how to best continue to grow his
recently launched "virtual office." Coppa found the conference to
be a "very professional program that covered all areas in which I
had concerns or questions."
Specifically, Coppa paid close attention to the marketing
aspects of the program. He will be enlisting suggestions gained at
the conference as he applies his customer service skills honed at
WestLaw to build his law firm client base in Western
In addition to practitioners, the event drew law students eager
to obtain a competitive advantage over their peers following
graduation. One such student is Sakib Khan, a third-year law
student at Boston College Law School, who will take the bar exam in
Khan explained that the conference addressed the "big mysteries"
of establishing one's own firm. Khan took careful notes on the
policy and regulatory portions of the conference, including the
segment that covered the new data privacy regulations. "I now know
what I need to be thinking about," said Khan.
Law student Ryan Menard also found the program to be "very
helpful, informative and practical." Menard attends Northeastern
University School of Law and will receive his law degree in
Clockwise from top left: MBA Acting Executive Director and General Counsel Martin W. Healy and MBA Past Presidents Wayne A. Budd, Leo V. Boyle and Michael E. Mone Sr.
MBA's Healy named to Massachusetts Lawyers Weekly's "The Power List"
Massachusetts Bar Association General Counsel and Acting
Executive Director Martin W. Healy and three past presidents were
named to "The Power List" published in the Dec. 28 issue of
Massachusetts Lawyers Weekly. The MBA past presidents
include Leo V. Boyle (1990-91), Wayne A. Budd (1979-80) and Michael
E. Mone (1993-94).
Counsel of the largest statewide bar association for more than 20
years, Healy is one of 81 on the roster of the state's most
influential attorneys. He was named "the person to see" about
getting lawyer-friendly legislation passed on Beacon Hill.
"Marty Healy was an easy choice for our Power List," said David L.
Yas, publisher of Massachusetts Lawyers Weekly. "With his
professional, likable style, Marty has built a countless number of
relationships on Beacon Hill in advocating for attorneys. In lawyer
circles, he's the one guy to go to when you want the law changed.
That spells respect, and it spells power."
In addition, Lawyers Weekly highlighted key accolades of
Boyle, Budd and Mone:
- Leo V. Boyle, Meehan, Boyle, Black &
Bogdanow, Boston - Renowned for his Association of Trial
Lawyers of America bar leadership after 9/11; runs highly respected
plaintiffs' firm in Boston and recently won settlement for victims
of the Big Dig collapse.
- Wayne A. Budd, Goodwin Procter,
Boston - Former U.S. attorney is known to rub shoulders with
Barack Obama; decision-maker at state's largest law firm.
- Michael E. Mone Sr., Esdaile Barrett
- Long a key legal insider, was recently tapped to lead search
committees for U.S. attorney and U.S. marshal; represents lawyers
and judges in disciplinary matters, including former Judge Ernest
Lawyers Weekly consulted with attorneys, judges,
political figures and others to create a list of the state's most
powerful practitioners. Among the noted attorneys are Gov. Deval L.
Patrick, U.S. Reps. William D. Delahunt and Barney Frank, Attorney
General Martha Coakley, Secretary of State William F. Galvin and
Supreme Judicial Court Chief Justice Margaret H. Marshall.
February issue of Lawyers Journal available
The February issue of Lawyers Journal profiles Judge
Angela M. Ordoñez of Norfolk Probate and Family Court in the
Volunteer Spotlight. Ordoñez was recently named co-chair of the
MBA's Diversity Task Force.
The issue also includes:
- Part one of a series on complying with the state's new data
- News about Gala Dinner keynote speaker Morris Dees, a
groundbreaking civil rights lawyer and co-founder of the Southern
Poverty Law Center;
- A look at the debate over the value of diversity on the bench
in the wake of the Sotomayor controversy; and
- Legislative coverage, including Gov. Deval Patrick's appearance
at Walk to the Hill and MBA testimony on medical malpractice
Click here to read the February Lawyers
MBA Secretary Jeffrey N. Catalano, foreground, testifies before the Joint Committee on the Judiciary.
Catalano testifies on medical malpractice reform
Massachusetts Bar Association Secretary Jeffrey N. Catalano
testified at a Statehouse hearing on Jan. 28 before the Joint
Committee on the Judiciary regarding various medical malpractice
Catalano, a partner at Todd & Weld LLP in Boston, testified
against House Bill 1332, otherwise called the "apology bill."
The bill, in part, would make any apology or expression of
sympathy or regret by a doctor or health care worker to a patient
or their family inadmissible at trial. However, the bill also
excludes from evidence any acknowledgement of "mistake or error."
Thus, a health care provider could admit a mistake to the patient,
but then later vigorously defend his or her actions in court.
"The MBA is not opposed to letting doctors apologize and not
holding that against them," Catalano told the committee. "In fact,
there is a statute that presently allows health care providers to
do so without having it used against them. The problem is that the
proposed legislation is a wolf in sheep's clothing. It would impose
yet another obstacle for patients in getting to the truth."
Hospital records by themselves can be inadequate in establishing
what happens to patients, Catalano said, and the information
provided by doctors and nurses can be crucial to clarifying how
mistakes were made and by whom.
Catalano also spoke in favor of House Bill 1573, which would amend
Section 85K of Chapter 231 to increase the liability limit of
hospitals from $20,000 to $500,000.
"The injustice this cap does is hard to describe," he said. "The
amendment to this statute is long overdue."
The MBA also submitted written testimony regarding a number of
tort reform bills.
For the full article on Catalano's testimony, look in the
February Lawyers Journal.
MBA section news
Property Law Section Council Meeting; General Practice, Solo & Small-Firm Section Council open meeting; Criminal Justice Section open meeting; Municipal Tax & State Tax Practice Groups; Public Law Section Council open meeting
Property Law Section Council
Tuesday, Feb. 16, 5:30-7
MBA, 20 West St., Boston
The Property Law Section Council is
sponsoring a meeting on Tuesday, Feb. 16 at 5:30 p.m. at the MBA,
20 West St., Boston.
Jared D. Correia,
Esq. of the Law Office Management Assistance Program,
Boston, will speak on the new Data Privacy requirements at 6 p.m.
Correia will address the need to have a written information
security program in place by March 1, 2010 for every person that
has personal information about a resident of the Commonwealth - a
requirement which affects most real estate attorneys.
The Property Law Section will then have a brief business meeting,
and all section members are welcome to contribute and bring in new
ideas for discussion by the Property Law Section.
General Practice, Solo &
Small-Firm Section Council open meeting
How to reach the next level in
marketing your law firm
Monday, Feb. 22, 5:30-7
MBA, 20 West St., Boston
Have you seen a decline in referrals
and business due to the recession? Have you been looking for a way
to take your marketing to the next level? Join the General
Practice, Solo & Small-Firm section along with the Law Practice
Management section in an open meeting where Gabriel
Cheong, Infinity Law Group LLC will discuss ways to market
online and in print effectively. He will also touch upon how to
hire a good marketing consultant and not be taken for a ride.
Criminal Justice Section open
Tuesday, Feb. 23, 5:30-7
MBA, 20 West St., Boston
The Criminal Justice Section Council is sponsoring an open meeting
on featuring Middlesex County District Attorney Gerry Leone as the
guest speaker. All section members are invited to attend.
Municipal Tax and State Tax
Thursday, March 4, 5-6:30
MBA, 20 West St., Boston
The Municipal Tax Practice Group and
State Tax Practice Group are sponsoring a joint open meeting
featuring guest speaker Thomas W. Hammond Jr.,
chairman of The Appellate Tax Board. Please save this date -
more information regarding this meeting will be announced in the
Public Law Section Council
Tuesday, March 9, 5:30-7
MBA, 20 West St., Boston
Senate Counsel Alice
Moore and Administration and Finance Counsel David
Sullivan will discuss the legislative process and how
public attorneys can effectively interact with counsel at the state
house. Attorneys Moore and Sullivan will review the
"mysteries" of the legislative and executive branches as to how a
bill advances on the hill, from filing to committee assignment,
committee hearings, votes by the two branches of the legislature,
reconciliation, final passage and approval by the Governor. They
will give pointers on pitfalls to avoid when drafting legislation,
effective presentations to legislative committees, and how to
assist your clients in the legislative process. They will also
review the procedures and pitfalls for requesting special
legislation for cities and towns, and discuss policies and
executive orders that affect special legislation.
Upcoming CLE seminar and program schedule
Register for the "How to Use the Mortgage Discharge Statute to Improve Your Real Estate Practice" seminar
To register for the
following programs, call MBA Member Services at (617)
[e-mail membership] or visit the
CLE Web site. To download a PDF of the
January/February CLE brochure, click
This week's highlighted programs include:
- How to Use the Mortgage Discharge Statute to
Improve Your Real Estate Practice
- Distressed Property Bootcamp Session III - Title
Issues and Title Insurance
- Business Development: The Art of Networking
- Probate/Property Series Part II:
Petition to Partition - A Probate & Property
- Basics of Developing an Estate Plan
- MBA Annual Conference 2010
- Casemaker Webinars
Scroll down for program descriptions, dates and
FEBRUARY CLE PROGRAMS
How to Use the Mortgage Discharge Statute
to Improve Your Real Estate Practice
Tuesday, Feb. 16, 4 - 7 p.m.
Registry of Deeds, 90 Front St.,
Distressed Property Bootcamp Session III -
Title Issues and Title Insurance
Tuesday, Feb. 23, 5 - 7 p.m.
Western New England College School of Law, 1215 Wilbraham
Business Development: The Art of
Monday, March 1, 11 a.m. - 12:30 p.m.
MBA, 20 West St., Boston
Probate/Property Series Part II: Petition
to Partition - A Probate & Property
Tuesday, March 2, 4 - 7 p.m.
MBA, 20 West St., Boston
Basics of Developing an Estate
Wednesday, March 3, 4 - 7 p.m.
Massachusetts School of Law, 500 Federal St., Andover
MBA Annual Conference 2010
Achieving a Competitive Advantage in
Thursday, March 11 - Friday, March 12
Westin Copley Place, 10 Huntington Ave., Boston
The conference will include the MBA Gala Dinner on Thursday,
March 11 featuring a keynote address from Morris
Dees, founder and lead trial counsel for the Southern
Poverty Law Center and the presentation of the MBA's Legislator of
the Year Award to Massachusetts State Sen. Cynthia Stone
Annual Conference 2010's CLE programming will include plenary
sessions as well as two continuous tracks on law practice
management and recent developments. The Access to Justice Awards
Luncheon will be held on Friday, March 12. Click
here to learn how to earn credit on Massachusetts professional
liability insurance and a full conference schedule, including a new
plenary session on how to Protect Your Firm and Client
Information: Compliance with the New Massachusetts Data Privacy
To register for the
conference, click here. For more information on dinner and
luncheon table reservations and sponsorships, click here or call
Want to learn more about the capabilities of Casemaker 2.1
straight from the source? Attend a complimentary Web training
session to review the enhancements and new functionality of
Casemaker 2.1 from the comfort of your home or office.
NOTE: You must
log into Casemaker to register for these Webinars.
Space is limited. Click here to reserve your place at a Webinar,
which take place every other Tuesday.
- Tuesday, Feb. 16, 11 a .m.
- Tuesday, March 2, 11 a.m.
- Tuesday, March 16, 11 a.m.
- Tuesday, March 30, 11 a.m.
Featured member benefit: My Resources page
Log-in to the MBA Web site and check out the new way to customize and find relevant practice tools and information.
Click here to view your "My Resources"
“Holy Credenza, Batman!”
If you are a solo or small firm and you haven't found a practice
management software application to meet your needs and your budget,
check out Credenza. This new application developed by
Gavel & Gown Software Inc. has been developed as an Outlook
add-in and quite frankly, it is pretty amazing! Granted, it is not
a full blown, all encompassing practice management application, but
it can do a lot.
Credenza will allow you to create a matter and link all
documents, e-mail, appointments, notes, phone call records to the
matter. From the matter tab you can view a chronological list of
all of the items associated with the matter. When you install
Credenza, it adds time tracking capabilities. Time entries can be
electronically posted to your accounting system. The application
also allows collaboration between three users. Credenza can produce
reports, check conflicts, calculate dates, and more.
This is not a SaaS application. It is software which is
downloaded and installed on your computer. The download and install
process took less than five minutes. There is a fifteen-day free
trial available and the ongoing cost is $9.95 per month. You may
cancel your subscription at any time.
If you are searching for a management tool and use Outlook for
your email, this product is worth a visit to their Web site.
The site is excellent, providing explanatory videos, FAQ's and
concise descriptions of Credenza's capabilities. As Robin would
say, "Holy Credenza, Batman!"
This tip is courtesy of the State Bar of
Published November 2, 2010
For more helpful tips, join the MBA's Law Practice Management
Section. Call MBA Member Services at (617) 338-0530 to join.
To learn more about the Law Practice Management Section,
contact Co-Chairs Andrea