Category: Seminars

Upcoming Ellen Freedman CLEs through PA Bar Institute (PBI)

I am happy to report that the Pennsylvania Bar Institute (PBI ) has booked me to do live programs and webinars through the end of the year.  Most of the programs will then be placed in their “On Demand” library. This is perfect  for those of you who need last minute credits, live out of state, or just can’t resist hearing my voice!  If you don’t need CLE credit, Pennsylvania Bar Association (PBA) members will be able to listen to the same seminars in the PBI On Demand library, for free on the PBA website.  No CLE credit is available, but if you need the information, you won’t have to wait for me to come to your county to do a seminar, or buy the seminar.  I think this combination of offerings will address a lot of need.

The following seminars are scheduled.  Look for webinars to be added shortly afterwards to the PBI On Demand library, and the PBA Members Only / Law Practice Management area. (You will need to log in to access materials through PBA.)

Thursday, July 6, 2017
Noon – 1:00 pm
Live Webinar
Financial Management 101 for Attorneys
1 subst credit

Wednesday, August 2, 2017
Noon – 1:00 pm
Live Webinar
Billing Done Right: From Nightmares to Nirvana
1 subst credit

Tuesday, August 15, 2017
Noon – 1:00 pm
Live Webinar
Hiring Staff
1 subst credit

Wednesday, August 23, 2017
9:00 am – 1:15 pm
Live Program
PBI, Pittsburgh
Best Practice for Financial and Procedural Management
3 subst and 1 ethics credit

Wednesday, August 30, 2017
9:15 am – 1:15 pm
Live Program and Simulcast
PBI, Philadelphia
Best Practice for Financial and Procedural Management
3 subst and 1 ethics credit

Wednesday, September 20, 2017
Noon – 1:00 pm
Live Webinar
Planning for the Conclusion of Your Practice
1 subst credit

Tuesday, October 17, 2017
Noon – 1:00 pm
Live Webinar
Records Management
1 subst credit

Tuesday, November 7, 2017
Noon – 1:00 pm
Live Webinar
Fraud Prevention
1 subst credit


Upcoming Seminars by Ellen Freedman

Attorneys keep asking me to let them know when I will be presenting a CLE in their county or close by.  Here’s what’s coming up in the near future.   To get additional information or register, please visit the web site or contact the county bar association directly.  I’m fortunate in that I’m not involved in any details other than showing up and doing the presentation.

  • Friday, April 21, 2017
    Carbon County Bar Association – Bench Bar Conference
    #1: Conquer Catastrophe: Technology Tools You Can Use to Keep Practicing in the Event of a Disability
    #2: Disaster Prevention and Preparedness


  • Wednesday, April 26, 2017
    Berks County Bar Association – Bench Bar Conference
    #1: Hiring Help
    #2: Handling Entrusted Funds


  • Thursday, May 25, 2017
    Lackawanna County Bar Association
    Managing Conflict and Strengthening Resilience


  • Tuesday, June 13, 2017
    Somerset County Bar Association
    Ellen’s Top Practice Management Tips

I hope to see you at an upcoming presentation!

Upcoming Seminar Presentations by Ellen Freedman

I am often asked how to find out when and where I will be presenting a seminar.  And I repeatedly promise to blog about my upcoming presentations.  But usually I am too busy actually doing the presentations to take the time to write about them beforehand.  I know, do as I say and not as I do!

August, September and October are going to be busy MCLE months.  I will be on the road presenting in many venues.  Most of the courses qualify for ethics credit.  For additional information or to register, contact the county bar association which is sponsoring my seminar(s).

Thursday, August 6, 2015
Sponsor:  Barley Snyder
Contact:  Rose Lowther
Lancaster County
Email Etiquette & Ethics

Wednesday, August 19, 2015
Sponsor: Lehigh County Bar
Contact: Nancy Devers
The Essential Building Blocks of a Successful Solo or Small Firm Practice

Thursday, August 27, 2015
Sponsor: Mercer County Bar
Contact: Debra Arner
 Survival 101: Law Practice Emergency Planning for Death or Disability

Thursday, August 27, 2015
Sponsor: Erie County Bar
Contact: Sandra Brydon Smith
The Essential Building Blocks of a Successful Solo or Small Firm Practice
Records Management
Survival 101: Law Practice Emergency Planning for Death or Disability

Friday, August 28, 2015
Sponsor: Washington County Bar
Contact: Kathy Sabol
Efficiently and Effectively Administering Your Practice (3 hrs)

Thursday, September 17, 2015
Sponsor: PA Bar Institute  (program by PBA Statutory Law Committee)
Contact: Beverly Hendry
Program: Legislative Process, Statutory Drafting, Regulatory Process & Update
Part-time Practice

Friday, September 18, 2015
Sponsor: Monroe County Bar (Bench Bar)
Contact: Denise Burdge
Winding Down a Practice

Friday, October 9, 2015
Sponsor: Franklin County Bar (Bench Bar)
Contact: Amelia Ambrose
Topic not yet selected . . . stay tuned for update!

Tuesday, October 20, 2015
Sponsor: Montgomery Bar Association (Family Law Section)
Survival 101: Law Practice Emergency Planning for Death or Disability
Billing and Collecting for Family Law Attorneys

Thursday, October 22, 2015
Sponsor: Montgomery Bar Association (Leadership Academy)
Business Planning

Friday, October 30, 2015
Sponsor: Adams County Bar (Bench Bar)
Contact: Barbara Entwistle
3 Sessions . . . Topics not yet selected . . . stay tuned for update!

If you get to attend one of these sessions, I invite you to post a comment or two on my blog, LinkedIn, or Facebook page.  Or you can Tweet during or after the session.  It’s all good!

Upcoming MCLE Seminars

I have two confessions:

1)  I do have a calendar for upcoming events on my web site, but can’t get into it to update it.  I just haven’t had time to figure out what’s wrong.

2)  I have not posted to my blog in quite a while.  This is one of those “do as I say and not as I do” situations, because I believe it’s important to post at least 3 – 4 times a week.  I think it’s been at least a month since I’ve posted.  Mia culpa.  Blame it on too much work, too many road trips (late spring through early summer is a heavy CLE period), and a ton of gardening.

I still have quite a few seminars coming up in the near future.  If one is at a county near you, please contact their Bar Association for registration details.  Outsiders are normally welcomed for my presentations.  Virtually all are given for Ethics credit.

Please be sure to come up before or afterward to introduce yourself.

Hope to see you there!


Berks County Solo & Small Firm Conference

Turn Your Smartphone into a Legal Assistant



Monroe County Bar – Bench Bar Conference

The Law Firm Life Cycle:  From Inception Through Sale or Closing



Franklin County Bar – Bench Bar Conference

Billing Done Right: From Nightmares to Nirvana



Delaware County Bar

Survival 101: Law Practice Emergency Planning for Death or Disability



Dauphin County Bar

Using Trial Tools in the High Tech Courtroom



Lehigh County Bar

Social Media:  Part of Today’s Client Development and Retention Toolkit



Lehigh County Bar

50 Finance Tips in 60 Minutes



Bucks County Bar “Ellen-A-Thon”

Survival 101: Law Practice Emergency Planning for Death or Disability

Billing Done Right: From Nightmares to Nirvana

Challenges of 2013 and Beyond


Caring for Elderly Parents

Many of you read my blog post some time ago entitled “Children Responsible for Parental Debt”.  It’s a serious issue surrounding the long-standing Filial Responsibility Law in PA.  I’m pleased to let you know that the Greater Philadelphia Professional Council, of which I am a member, will be presenting a FREE seminar on this topic.  The seminar, entitled “Caring for Elderly Parents: with Knowledge and Sensitivity”  will be held on Wednesday, October 9, 2013 at the Hilton Garden Inn; 530 West Pennsylvania Ave., in Fort Washington, PA.  Registration runs from 7:45 to 8:30 a.m., with a breakfast and the Panel presentation from 8:30 to 10 a.m..  The faculty will be diverse and cover this topic from many angles.  Among topics included will be


  • In-Home vs. Facility-Based Care—understand your options
  • Proper Legal Document Compilation—determine parental wishes
  • Legal Matters—learn about available governmental assistance for the aging
  • Truth vs. Myth—understand the current environment of long term care insurance
  • Family Coping Strategies—recognize physical and psychological impact on family members

Please save the date if you are interested in this FREE seminar.  Feel free to share it with staff, attorneys, or family members who may also benefit.  Actual invites will go out shortly.  If you are interested in getting on the mailing list for this and future seminars, send an email to .

Why You Need to Connect With Your Colleagues

Attorneys who practice in a solo or small firm (15 or fewer attorneys) setting have lots of advantages.  One big disadvantage for many is a lack of feedback and support mechanisms.  That’s certainly one area where a larger firm provides benefit.  At the larger firm, one need only walk down the hallway and poke a face in to get some immediate feedback.  Whether one seeks a dispassionate perspective, some additional creative thought, sympathy about a matter gone awry, or even direct assistance on client work or a marketing initiative, help is often just down the hall.

For those operating in small or solo environments, the need for connection to ones colleagues was often met by regular lunches at the bar association, or the neighborhood restaurant.  Regrettably, lives for most attorneys have become so hectic, it’s hard to squeeze in these type of events unless one can justify the time with CLE credit or some other more tangible justification.

The solo and small firm attorneys who experience the greatest feeling of loss of collegiality are those who have at one time or another experienced life in a larger firm setting.  It takes little time for them to realize that they are more isolated, and in a real way handicapped, than they were in the larger setting.  What to do?

Well, in most states, the state bar association has a section just for solo and small firm attorneys.  That’s the case in PA.  Not only is there a Section, but there is a Listserv which enables all of the members of the section, who choose to join, to communicate with each other with a single email.  Talk about collegiality . . . responses are usually received within minutes for anything from vendor or technology information, to sample forms, cites, and creative strategies to pursue on behalf of clients.  The Listserv also provides a means for geographically diverse attorneys to get to know one another, for referral purposes.  What a relief to be able to identify attorneys who can provide expertise in a specific practice area, without worrying about them stealing your client.

As in many other states, the PA Bar Association‘s Solo & Small Firm Section has an educational conference.  It is a two day event which is packed with excellent educational opportunities, networking opportunities, and many options for family fun as well.  Talk about multi-tasking!  Earn a full year’s CLE credit, meet a whole bunch of helpful colleagues face to face, and have a family vacation as well at the awesome Bedford Springs Resort, where there is activity desirable to any family member of any age.  Probably the greatest value of these events are obtained  at the social events, or at the bar, where you get to compare notes with colleagues, and find out they are facing the same challenges, and how they’re doing it.  It will recharge your batteries.

Bedford Springs Resort



The closing date to lock in the special resort rate for the conference is almost here.  You’ve been working hard.  You probably haven’t properly rewarded yourself with some well-deserved downtime.  And no doubt you’re feeling too “alone” in your solo or small firm practice.

There’s an excellent faculty waiting to assist you with substantive practice area education, and practice management expertise.  I am honored to be the opening and closing presenter.  In between I will be offering “One-on-one with Ellen” private consulting meetings for anyone who signs up at the conference.  First come, first served.

If you’re not a PA attorney, take time now to go the web site of your county or state bar association, to determine if they have a similar event.  PA welcomes non-members of the Section or Association. Those who sign up for the Section while at the Conference typically get the first year of Section Membership free.

Additional information and registration is found here.  The conference is August 1st and 2nd.  Don’t think about it, just DO IT!  You deserve it.

Don’t Miss Tomorrow’s Seminar

It’s not too late to sign up for “Using Trial Tools in the High Tech Courtroom” which happens tomorrow, Friday, June 28, 2013, in Berks County.  The seminar is being hosted from 10:00 am to 12:00 pm in the High-Tech Courtroom —  Reading Station of the Federal District Court for the Eastern District of Pennsylvania.  It qualifies for 2.0 Hours Substantive CLE credit.

The presentation will demonstrate many of the available PC and iPad tools for trial attorneys to use in the courtroom, and in preparing a case.  The presenters are Ellen Freedman, CLM, PBAs Law Practice Management Coordinator, and Daniel J. Siegel, Esquire, a practicing attorney who authors the Technology columns in both The Philadelphia Lawyer and Trial Magazine.  Joining in will be Michael J. Hearn and  Dan DeCerchio, both with the ECRO Courtroom staff.  An introduction will be provided by Judge Lawrence F. Stengel.

Additional information and registration can be found here.

Another June Seminar Presentation Scheduled

Monroe County Bar Association just scheduled me for June 25th.  I will be presenting Survival 101: Law Practice Emergency Planning for Death or Disability as part of their Lunch ‘n Learn Series.  I expect that the registration details will appear on their web site shortly.  This course will qualify for 1.0 Ethics credit.  Hope to see you there.

As you can tell, since June is an end-of-compliance month, there is little doubt additional courses will be scheduled.  If no county near you has booked me yet, don’t give up hope.  The fat lady has not yet sung her last note.  🙂

Upcoming Seminar Presentations

I have quite a few CLE seminar presentations scheduled for May & June.  If you’re going to be in the area, you might want to register for the CLE credits.  I promise you will be both educated and entertained 🙂 !

Allegheny County Bar Association Institute for Gender Equality
Thursday, May 16, 2013
Client Service and Marketing for Women Attorneys Within Ethical Boundaries
8:30 a.m. – 10:00 a.m. (registration 8:00 a.m.)
Register online at

Beaver County Bar Association
Thursday, May 16, 2013
Technology Tools to Level the Playing Field for Solo & Small Firm Attorneys
3:30 p.m. – 5:00 p.m. followed by a reception
Contact the Bar Association for additional details.

Erie County Bar Association
Friday, May 17, 2013
Social Media:  Part of Today’s Client Development and Retention Toolkit
8:15 a.m. – 9:15 a.m.
The Art & Science of Setting and Raising Rates
9:30 a.m. – 10:30 a.m.
Survival 101:  Emergency Planning for Your Law Practice
10:45 a.m. – 12:15 p.m.
Register here.

I am also pleased to be returning to Maryland this year to present at the Maryland State Bar Association Annual Meeting on Friday, June 14, 2013.  The event is being held at the fabulous Clarion Resort Fountainbleau Hotel in Ocean City, MD.   What a great location for June.

Get a Grip! Effectively and Efficiently Administering Your Practice While Making the Most of Your Time
8:30 a.m. – 9:30 a.m.
50 Finance Tips in 60 Minutes
9:30 a.m. – 10:30 a.m.

If we’ve never had the pleasure of meeting face-to-face, please be sure to stop by after the presentation to introduce yourself!




Upcoming Seminar Presentations in Chester County

I will be presenting 4 seminars at the Chester County Bar Association on February 20, 2013.   Non-members are welcome to contact Executive Director Wendy Hoffman about registration details.

12:00 pm – 1:00 pm     Welcome to Reality  [YLD Meeting]

Will acquaint new attorneys with the many challenges they will face when establishing their practice or joining a law firm. Will cover capturing the billable hour, financial basics, learning how to market, the role of technology, working with staff, and opening your own practice.

1:15 pm – 2:15 pm         Social Media: Part of Today’s Client Development and Retention Toolkit

Will explore the new internet-based forms of networking and communications which have a proven track records of producing positive results, and provide helpful information which will enable you to successfully deploy these new strategies.  Blogging, websites, search engine optimization, Twitter, LinkedIn, Facebook and more, all demystified!

2:15 pm – 3:15 pm       Avoiding Malpractice by Improving Staff Relations

A good number of malpractice claims result from staff errors.  Good communications between attorney and staff are essential. Will provide sound suggestions for the changes to make which will have the greatest positive impact both on interpersonal relationships and the accuracy of client work.

3:30 pm – 4:30 pm     High Tech Courtroom Presentation Tools

Designed to enhance awareness of the available tools for attorneys to use to create powerful and effective evidence presentations.  Some practical “road warrior” tips and tricks will be included to use when Murphy’s Law takes effect.  Actual samples of exhibits which utilize varying tools will be shown.

WordPress Themes