CLM Webinar Bundle

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Pursuing the CLM certification? This bundle includes 9 webinars and 1 conference recording from Annual Conference 2018 to help you prepare. 

Applicants must complete, within 24 months preceding the date of application, at least 2 hours of coursework in each of the 5 Management Skill Categories:

  • Information Technology
  • Writing Skills
  • Organizational Development
  • Communication Skills
  • Self-Management Skills

Coursework may be completed in any of the competencies or combination of competencies that comprise the category. This bundle contains on-demand education in all five categories. Altogether, this will satisfy the 10 hour requirement for the CLM application. 

  • Part 1: Mapping - the Essentials of a Powerful Process Improvement Tool

    Contains 2 Component(s), Includes Credits Recorded On: 05/05/2016

    In this two-part webinar, you will be introduced to process improvement in the legal industry.

    Are you under growing pressure to do more, faster for your firm? Do you want to lead initiatives that will improve the productivity and efficiency of your business and administrative teams, and increase your firm's profitability and competitiveness? If yes, you're not alone. In this two-part webinar, you will be introduced to process improvement in the legal industry. Gain tools you can use immediately to improve the business and administrative processes that support a thriving, profitable and competitive law practice. 

    Objectives: 

    • Identify the essential Lean concepts of value and waste 
    • Define the DMAIC approach to process improvement 
    • Examine the most powerful tool in your process improvement toolkit: mapping, process grids (SIPOC), high level value stream maps and detailed process maps 

    CLM Application Credit: 1 hour in Self-Management Skills 

    CLM Recertification Credit: 1 hour in the subject area of Operations Management (OM) 

    CLM App Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    David Skinner

    David Skinner is a Co-Founder of Gimbal and a certified Lean Six Sigma Sensei with more than 20 years' experience practicing law. Skinner spent more than 10 years in large, international law firms in Canada, Europe and the United Kingdom, then spent the second half of his career in-house in the venture capital and biopharmaceutical industries. Most recently, he was Vice President, General Counsel and Corporate Secretary of a public company. He combines his profound understanding of the practice of law with the perspective he gained as a client to help lawyers improve their practice, performance and profitability. Skinner is a change management expert and a recognized leader in the application of Lean to the legal profession. Since founding Gimbal, he's facilitated successful improvement projects in law firms and legal departments across North America and taught Gimbal's unique LeanLegal® approach to over a thousand lawyers and legal professionals. He was a member of the Quebec Bar for 25 years and remains a member of the Bars of Massachusetts and New York.

    Karen Skinner

    Karen Dunn Skinner is Senior Attorney and Lean Practice Management Advisor. She is a Lean Six Sigma Black Belt with more than 18 years of international experience in corporate-commercial, regulatory, and education law. She is co-founder and principal at Gimbal Canada Inc., specialists in Lean practice management and continuous improvement in law firms, in-house legal departments and public sector institutions. She teaches, speaks, and writes regularly on the application of Lean in the legal profession, and facilitates projects that improve the practice and the business of law.

  • Part 2: Mapping - Expanding on the Essentials of a Powerful Process Improvement Tool

    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 05/18/2016

    You can develop more productive, efficient, and effective practices without having to spend more hours at the office. Join us in Part 2 of Mapping to map the process and use it to identify improvement opportunities.

    Increasingly, attorneys and legal administrators are turning to Lean and other proven business improvement methodologies to better manage workflow and deliver greater value to both internal and external clients. You can develop more productive, efficient, and effective practices without having to spend more hours at the office. Join us in Part 2 of Mapping to map the process and use it to identify improvement opportunities. 

    Objectives: 

    • Determine when and how to use a process map 
    • Explain how you prepare for a mapping project 
    • Identify who should participate 
    • Describe what benefits you can expect 

    CLM Application Credit: 1 hour in Self-Management Skills 

    CLM Recertification Credit: 1 hour in the subject area of Operations Management (OM) 

    CLM App Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    David Skinner

    David Skinner is a Co-Founder of Gimbal and a certified Lean Six Sigma Sensei with more than 20 years' experience practicing law. Skinner spent more than 10 years in large, international law firms in Canada, Europe and the United Kingdom, then spent the second half of his career in-house in the venture capital and biopharmaceutical industries. Most recently, he was Vice President, General Counsel and Corporate Secretary of a public company. He combines his profound understanding of the practice of law with the perspective he gained as a client to help lawyers improve their practice, performance and profitability. Skinner is a change management expert and a recognized leader in the application of Lean to the legal profession. Since founding Gimbal, he's facilitated successful improvement projects in law firms and legal departments across North America and taught Gimbal's unique LeanLegal® approach to over a thousand lawyers and legal professionals. He was a member of the Quebec Bar for 25 years and remains a member of the Bars of Massachusetts and New York.

    Karen Skinner

    Karen Dunn Skinner is Senior Attorney and Lean Practice Management Advisor. She is a Lean Six Sigma Black Belt with more than 18 years of international experience in corporate-commercial, regulatory, and education law. She is co-founder and principal at Gimbal Canada Inc., specialists in Lean practice management and continuous improvement in law firms, in-house legal departments and public sector institutions. She teaches, speaks, and writes regularly on the application of Lean in the legal profession, and facilitates projects that improve the practice and the business of law.

  • Speak Like a Leader: Communicating with Confidence and Clarity

    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 02/02/2017

    In this webinar, we will discover what it means to speak like a leader, get confidence whenever you need it and discover how to craft clear, powerful messages.

    In this webinar, we will discover what it means to speak like a leader, get confidence whenever you need it and discover how to craft clear, powerful messages. 

    Objectives: 

    • Outline what it means to be confident and learn how to get confidence, even when you don't feel it. 
    • Recognize the power of intention and how it relates to communication. 
    • Identify practical exercise to help you articulate a clear and concise message when you're stressed or scared. 

    CLM Recertification Credit: Yes 

    MCLE: Law Practice Management 

    MCLE/Other States: Credit may be available in other states but cannot be guaranteed. In all states, accreditation is dependent on individual state guidelines and filing regulations. 

    HRCI Eligible

    ​Rodney Mueller

    Rodney Mueller is an Executive Coach, Speaker and Workshop Facilitator. He has been coaching individuals and training groups to create a more fulfilling life and career since 2007. He is the former President of the St. Louis chapter of the International Coach Federation. His coaching practice is influenced by his role as a senior noncommissioned officer in the Army Reserves and his work as founder of the Absent Father Project.

  • Communicating with Impact - Women in the Workplace

    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 03/15/2017

    This program will address the challenges of communicating in a high-paced environments, and be a refresher for those beginning to leverage relationships across the firm.

    This program will address the challenges of communicating in a high-paced environments, and be a refresher for those beginning to leverage relationships across the firm. You will learn how to use your influence in situations ranging from verbal and written communications and understand how you can harness your own integrity, while developing your personal and professional relationships. 

    Objectives: 

    • Discuss in-person vs. email vs. telephone tips. 
    • Examine preparation and overall delivery/presence. 
    • Evaluate awareness and authenticity. 
    • Review the power of credibility, including reputation and internal knowledge.

    CLM App Management Category: Communication Skills

    CLM Recertification Eligible: Yes

    HRCI: General 

    SHRM: Workplace 

    SHRM Learning Format: Instructor Lead Activity

    CLE Language: Law Practice Management

    Leah Lee

    Leah Lee has more than 9 years of experience in the professional development field and has worked for global law firms throughout her career, including Sidley Austin to now Winston & Strawn. From managing performance review processes to formal private coaching and legal training for many years, Lee has a passion for developing professionals to be the best they can be in their careers. She’s currently completing a master’s degree in Organizational Leadership/Human Resource Management at Villanova University. 

  • Outlook Power Hour

    Contains 2 Component(s), Includes Credits Recorded On: 06/04/2020

    In this session, join Affinity Managing Partner Debbie Foster and Affinity Senior Consultant Danielle DavisRoe and learn how to maximize the way you use Outlook with shortcuts, quick steps, rules, integrated tasks, calendar, contacts, notes and more.

    Affinity Consulting experts will bring you a Power Hour of training on each of the tools you use most in the legal profession. There is so much more to Outlook than just sending and receiving emails. In this session, join Affinity Managing Partner Debbie Foster and Affinity Senior Consultant Danielle DavisRoe and learn how to maximize the way you use Outlook with shortcuts, quick steps, rules, integrated tasks, calendar, contacts, notes and more. This session will give you the confidence to power through your daily Outlook challenges. It also will include 50 minutes of training and 10 minutes of Q&A. 

    Objectives

    • Explore new ways to organize emails, calendar events and tasks efficiently. 
    • Discuss how to revise Outlook settings to reduce distractions. 
    • Discover and apply techniques for evaluating potential phishing emails. 

    Audience: Intermediate 

    60 Minutes 

    CLM® Application Credit: 1 hour in Information Technology 

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM)

    Debbie Foster

    Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, process and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010. 

    Danielle DavisRoe

    Danielle DavisRoe is a Senior Consultant with Affinity Consulting Group. A two-time graduate of The Ohio State University, she started her career as an attorney at a boutique firm in central Ohio. While practicing law, she discovered her passion for using technology to help attorneys work more efficiently. She joined Affinity Consulting Group to allow her to focus on her passion full-time. Today, DavisRoe focuses on providing law firms with training, document automation and process consulting.

  • Stop Rearranging the Chairs: Leading in Times of Change and Crisis

    Contains 2 Component(s), Includes Credits

    In this webinar, you'll learn how to quickly assess priorities, be decisive when it's needed the most and maintain your sanity when it seems the world is changing or at times, falling apart.

    Even more meaty than the book on moving cheese, this webinar will equip you with change management skills. With real world examples on how NOT to lead when things hit the fan with simple guidance to keep leaders from panicking, Stop Rearranging the Chairs will entertain you and improve your leadership skills. In this webinar, you'll learn how to quickly assess priorities, be decisive when it's needed the most and maintain your sanity when it seems the world is changing or at times, falling apart. Whether a massive change is under way or you simply want to be prepared for future organizational developments, this webinar is designed with the new and veteran leader in mind. Manage more change than you thought possible while keeping everyone safe and engaged with this interactive, engaging one-hour webinar! 

    Objectives 

    • Avoid panic and excessive stress in times of duress 
    • Keep a cool head and still direct those looking to be led on the team
    • Make tough decisions in times of change (including a change in workforce size)
    • Motivate and engage those you lead even more than you did when things were normal! 

    CLM credit: Organizational Development

    Monica Wofford

    Monica Wofford, CSP, has been a manager since 1989, but showed leadership skills as early as the second grade, creating a sales team for pencil sales to fellow students. Her training firm, Contagious Companies, was founded on the premise that leadership isn't something you're born with but is developed. She's also the author of Contagious Leadership and Make Difficult People Disappear.

  • Word Power Hour

    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 05/27/2020

    Join Affinity Managing Partner Debbie Foster and Affinity Senior Consultant Danielle DavisRoe as they show you exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future.

    Affinity Consulting experts will bring you a Power Hour of training on each of the tools you use most in the legal profession. This webinar will include 50 minutes of training and 10 minutes of Q&A. Due to the complex formatting often required with legal documents, most users find Microsoft Word to be frustrating. It's the primary tool used to produce work product, yet many feel it works against them. Join Affinity Managing Partner Debbie Foster and Affinity Senior Consultant Danielle DavisRoe as they show you exactly how to fix the common legal drafting problems plaguing you now and avoid them in the future. Learn dozens of tips and techniques you can put into practice immediately. Even if you feel you have Word under control, we guarantee you will learn new things about Word in this Power Hour webinar! 

    Objectives

    • Identify and apply recommended changes to Word settings. 
    • Discover how to revise Word default formatting to conform to firm standards.
    • Use common Word actions more efficiently. 

    Audience: Intermediate 

    60 Minutes 

    CLM® Application Credit: 1 hour in Information Technology 

    CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application. 

    CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM)

    Debbie Foster

    Debbie Foster is a Partner with the Affinity Consulting Group, where she specializes in technology, process and management consulting for firms all over the country. In addition to regularly speaking for bar associations and other organizations on those topics, Foster is very involved with ALA and the Law Practice Division of the American Bar Association. She was also the Chair of ABA TECHSHOW 2010. 

    Danielle DavisRoe

    Danielle DavisRoe is a Senior Consultant with Affinity Consulting Group. A two-time graduate of The Ohio State University, she started her career as an attorney at a boutique firm in central Ohio. While practicing law, she discovered her passion for using technology to help attorneys work more efficiently. She joined Affinity Consulting Group to allow her to focus on her passion full-time. Today, DavisRoe focuses on providing law firms with training, document automation and process consulting.

  • Trimming the Fat

    Contains 2 Component(s), Includes Credits Recorded On: 02/04/2016

    No one should have to read a sentence more than once, and this seminar will show you how to shed those words and make your writing concise by trimming the fat from your sentences.

    Being able to clearly and succinctly describe your vision or what you want done is one mark of an effective leader. Verbose writers create a confused (at best) or adversarial (at worst) audience through their long-winded writing. No one should have to read a sentence more than once, and this seminar will show you how to shed those words and make your writing concise by trimming the fat from your sentences. The result: lean and muscular ideas. 

    Objectives: 

    • Discuss why brevity is best
    • Identify how to delete radio static, ineffective intensifiers and obvious inferences 
    • Describe how to change your negatives to affirmatives 
    • Explain how to minimize adverbs, adjectives and prepositional phrases 
    • Summarize how to diagnose and fix abstract writing 
    • Determine how to avoid redundancies

    CLM Application Credit: 1 hour in Writing Skills 

    CLM Recertification Credit: 1 hour in the subject area of Communication/ Organizational Management (CM) 

    CLMSM App Credit for Functional Specialists: 1 hour in the subject area of Communication/Organizational Management (CM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

    Ben Opipari, Ph.D

    Ben Opipari, Ph.D., is founder of Persuasive Matters where he delivers writing seminars and coaching to law firms around the world. He also writes for the Washington Post in both their legal writing and music sections. An educator for more than 20 years, he was the director of the writing center at Colgate University, and from 2006 to 2011, the writing instructor at Howrey LLP where he developed a writing curriculum for the firm’s 700 attorneys. 

  • Zoom Fatigued? How to Stay Virtually Engaged Without Losing Our Minds

    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 06/17/2020

    Why are we all feeling "Zoom Fatigue" and what are some tips for managing time spent in this virtual space? We will delve into these topics and more during this webinar.

    Due to COVID-19 and the self-isolation that followed, many of our interactions moved from a face-to-face format to a virtual format. Video chatting quickly became a staple in many people's lives, whether to celebrate a birthday, participate in an exercise class, meet with work colleagues, or stay in touch with loved ones. Given the sheer amount of time that we are now spending online, our use of virtual technology- and its effect on our behaviors, brains, and overall mental health- deserves our attention. Those who are feeling exhausted at the end of a day spent in online meetings are not alone. This phenomenon is now being termed "Zoom Fatigue" or "Zoom Gloom." Why are we all feeling this way, and what are some tips for managing time spent in this virtual space? We will delve into these topics and more during today's webinar. 

    Objectives

    • Describe how online meetings differ from in-person meetings 
    • List and describe three challenges inherent in online meetings 
    • List practical strategies for coping with Zoom Fatigue 

    Audience Level: Intermediate 

    CLM Application Credit: 1 hr in the subject area of Organizational Development 

    CLM Recertification Credit: 1 hr in the subject area of Operations Management 

    HRCI: General - 524954 

    SHRM: Communication 20-X2KP9 

    CLE - Participatory

    Laura Dudley

    Dr. Laura Dudley is an Associate Clinical Professor and Associate Chair of the Applied Psychology Department at Northeastern University. She is a Doctoral-level Board Certified Behavior Analyst (BCBA-D) and licensed Applied Behavior Analyst (LABA) with more than 20 years of clinical experience and 10 years of higher education teaching experience. Dr. Dudley is also a registered yoga teacher (RYT 200) who leads teaches mindfulness courses at Northeastern and leads meditation and yoga sessions as part of Bouvé College’s Healthy Together. Dr. Dudley speaks at national conferences on topics focusing on human behavior, mindfulness and compassion.   

  • LI15: A Law Firm’s Competitive Edge: Writing Effective Business Continuity Plans

    Product not yet rated Contains 2 Component(s), Includes Credits Recorded On: 05/03/2018

    This hands-on session is for managers in any-sized firm. We'll work through a checklist of key components that should be a part of every written business continuity plan.

    We all know that a comprehensively written business continuity plan is an essential part of your firm's business continuity program. Is your current plan gathering dust on a shelf? Are you struggling to put together a written plan that not only prepares your firm in the event of a disaster but also meets client compliance and audit requirements? What about request for proposal (RFP) guidelines? If so, then this session is for you. This hands-on session is for managers in any-sized firm. We'll work through a checklist of key components that should be a part of every written business continuity plan. You'll also receive a template that you can bring back to your office and customize for your firm. 

    Objectives: 

    • Explain the importance of having a written business continuity plan.
    • Discuss why compliance issues, multiple client audits and RFP requests have changed the playing field for business continuity in the legal field. 
    • Identify the key/essential elements of a comprehensive business continuity plan. 
    • Apply the techniques discussed by completing a template that can be used by your office to write or enhance your firm's business continuity plan. 

    Audience: Intermediate 

    Other Information: 

    60 Minutes

    CLM App Management Category: Writing Skills 

    CLM App Management Category -FS: Legal Industry/Business Management 

    CPE Field of Study: Business Management & Organization

    Kathryn Scourby

    Kathryn Scourby is the Principal of KNS Consulting, LLC. She works with professional service firms to achieve their goals in the areas of business continuity, disaster preparedness, risk management and compliance. Scourby trains management professionals and all levels of staff at private service firms and facilitates table-top exercises in these focus areas. Additionally, she served on ALA's Board of Directors (2004–2008), was a trustee for the Foundation of the Association of Legal Administrators (2010–2013), and currently serves on ALA's International Relations Committee.