Second Annual CLE by the Sea: N.E. Strategic Solutions for Solo and Small Law Firms


Date: Thursday, July 18, 2019
Time: 8:00 a.m. - 6:30 p.m.


Blue Ocean Event Center
4 Oceanfront North
Salisbury, MA, 01952

The Massachusetts Bar Association is proud to partner with the Greater Newburyport Bar Association for a CLE by the Sea on Thursday, July 18. Click here to register and learn more. Program highlights include:

8-9 a.m.
Continental Breakfast/Registration

9-10 a.m.
You’re Doing It All Wrong *
Conrad Saam, president, Mockingbird
Sponsored by Mockingbird

10-11 a.m.
Concurrent Sessions

A: Successfully Recover, Analyze and Prepare Audio, Video and Digital Evidence
David Notowitz, National Center for Audio & Video Forensics, Beverly Hills, California


B: Custody Evaluation
Donald G. Tye, Esq., Prince Lobel Tye LLP, Boston

11-11:20 a.m.
Networking Break

11:20 a.m.-12:20 p.m.
Concurrent Sessions

C: How to Avoid Implicit Bias and Discriminatory Conduct and Communication with Clients and Employees; and a Brief Overview of the Massachusetts Paid Family Medical Leave Act
Maureen Pomeroy, Esq., Pomeroy Law PC, Amesbury
Beth C. Richardson Esq., Attorney Engagement, Volunteer Lawyers Project, Maine


D: Drafting the Most Effective Medicaid Trust
Todd E. Lutsky, Esq., LL.M., Cushing & Dolan, Waltham

12:20-1:20 p.m.

1:20-2:20 p.m.
The Latest in Legal Tech: What Really Matters to Your Practice
Robert J. Ambrogi, Esq., LawSites blog writer, Above the Law columnist, LawNex podcast host

2:20-3:20 p.m.
Concurrent Sessions

E: New Developments in OUI Marijuana
Stuart Horowitz, Esq., Committee for Public Counsel Services, Worcester
Rebecca Jacobstein, Esq., Committee for Public Counsel Services, Boston
Maura Tansley, Esq., Murphy & Rudolf LLP, Worcester


F: Which State Has Jurisdiction under the UCCJA?
Christine DeBernardis, Esq., moderator, attorney at law, Massachusetts and New Hampshire
Hon. Frances M. Giordano, Probate & Family Court, Salem
Hon. Daniel Driscoll, Maine District Court
Hon. John T. Pendleton, New Hampshire Circuit Court – Family Division

3:20-3:40 p.m.
Networking Break

3:40-4:40 p.m.
Concurrent Sessions

G: Dirty Tricks: Understanding Spying, Hacking and Stealing Data in Legal Matters
Todd C. Scott, vice president of risk management, Minnesota Lawyers Mutual Insurance Co., Minnesota
Sponsored by Minnesota Lawyers Mutual Insurance Co.


H: Branding for Lawyers: Developing Business and a Career as Yourself *
Rachel Casper, Esq., LCL/LOMAP, Boston
Damian Turco, Esq., Turco Legal, Newburyport

4:40-5:40 p.m.
Concurrent Sessions

I: Understanding Essential Documents Related to Business Valuation and Financial Damages and Crossing State Lines in Discovery Requests
Marc Bello, CPA/ABV, CVA, MAFF, MST, Edelstein CPA, Boston
Donald Pitman, Esq., Pitman Law Offices, Newburyport
Sponsored by


J: “Straight Cash, Honey: How to Make More Money in Your Law Practice Than You Ever Have Before” *
Jared D. Correia, Esq., CEO of Red Cave Law Firm Consulting and COO of Gideon Software, Inc.
Kelly Clifford, director of LEAP New England
Sponsored by Red Cave Law Firm Consulting and LEAP New England

5:45-6:30 p.m.

Registration: Click here to learn more. 

Cost: $150; After July 5, $175.

CLE credits for Maine: 7.0 CLE Credits with the opportunity to earn 1.0 Harassment & Discriminatory Conduct Credit and 1.0 Ethics Credit.

CLE credits for New Hampshire: Up to 360 minutes of NHMCLE credits expected to be presented. NOT ALL TOPICS qualify under the NH Supreme Court Rule 53, see asterisks.

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