Missouri CLE Bundle

Course List click each course for details

• 6 Steps to Improved Client Relationships and Communications

6 Steps to Improved Client Relationships and Communications

What would be possible if you could read your client to figure out what she really wants? What if your clients really trusted you because they felt understood? How many clients have you lost because of a personality clash?

This MCLE class will introduce you to the concept of personality as it relates to client communications and interactions. We have all had clients who:

– Never seems to be satisfied with your results
– Wants to have their hand held through everything
– Never gets you the information you request on time
– Seems to be afraid of you, or seems to think you’re mad at them
– Cries a lot in your meetings

Differences in personal styles can be a source of either conflict or increased effectiveness in daily interactions. The Myers-Briggs Type Indicator® is a tool to help individuals increase awareness of their own strengths and preferred styles while enhancing their understanding and appreciation for the styles of others. This workshop introduces the Myers-Briggs and begins an exploration of how it can be used to improve client communication and relationships.

The main topics covered in the course include engaging difficult clients, clients & personality preferences, the action plan and results. Further topics addressed include your brain on stress, the ABCs, the Myers Briggs Type Indicator® (MBTI), personality preferences, the four type pairs and the benefits of understanding personality differences. The course addresses these six common client communication issues:
1. Why won’t this client stop talking talking talking?
2. Why doesn’t that client speak up?
3. Hello? What the heck is going on in there?
4. What does your client really want?
5. Why is this client so emotional (or such a jerk?)
6. Why can’t that client do anything on time?

Christy Cassisa is a coach, teacher and consultant who has found her passion in working with attorneys to build awareness and understanding in themselves and others. Logical Harmony Consulting MBTI® workshops for your team or office provide participants with a more in-depth opportunity to learn about preferred means of communication for problem-solving, decision-making, and conflict management.

Practice Areas: Bankruptcy, Business Law, Criminal Law, Employment Law, Family Law, Intellectual Property, Litigation, Personal Injury, Real Property, Sports and Entertainment, Trusts and Estates

State Accreditations: Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Missouri (MO) | Nevada (NV) | New Jersey (NJ) | New York (NY) | Pennsylvania (PA) | South Dakota (SD)



Media Type: Streaming Video, Streaming Audio, MP3, Video Download, MP3 Player, USB

1.20 credit hours

• Getting Paid and Staying Out of Trouble

Getting Paid and Staying Out of Trouble

Collections attorney Martin Greenbaum teaches attorneys how to avoid problems with collecting fees while staying out of ethical trouble with the state bar. The main subjects addressed include the signs of a bad client, retainer agreements, fees, billing and bad debt danger signs. Other issues discussed include collecting fees, signs of bad clients, questionable client behavior, retainer agreement provisions, the client’s bill, billing strategies, electronic billing, keeping track of client billing and warning signs. Mr. Greenbaum is the senior attorney at Greenbaum Law Group, LLP, focusing exclusively on collection and loss recovery. Mr. Greenbaum has presented a number of California Continuing Education of the Bar (CEB) programs and has lectured widely to trade and business groups on the topic of credit collection and construction collection.

Practice Areas: Alternative Dispute Resolution, Bankruptcy, Business Law, Criminal Law, Employment Law, Family Law, Intellectual Property, Litigation, Personal Injury, Real Property, Trusts and Estates

State Accreditations: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Washington (WA)



Media Type: Streaming Video, Streaming Audio, MP3, Video Download, MP3 Player, USB

1.20 credit hours

• Personal Injury: Liability, Damages & Collectibility

Personal Injury: Liability, Damages & Collectibility

Trial attorney Dan Gilleon teaches attorneys about the big-three factors of personal injury – liability, damages & collectability – and a myriad of other considerations when handling personal injury cases. Mr. Gilleon further discusses the initial phone call, injuries, damages, slip & fall cases, medical bills & treatment, valuing cases, lost wages, general damages, the accident scene, pain & suffering, insurance policies & coverages, policy limits demands, the police report, statutes of limitation & tolling, fees, form complaints, interrogatories, mediation and judges. Dan Gilleon is a senior partner and founder of the personal injury San Diego law firm of Mitchell & Gilleon. He is a an experienced Plaintiff's Civil Trial Attorney who recently acted as co-counsel for Brian Giles, former San Diego Padres player, who was sued by Cheri Olvera for palimony and domestic violence in a highly publicized case. He has obtained significant verdicts in the areas of hate crimes, wrongful termination, sexual harassment and personal injury. A recipient of the “Outstanding Trial Lawyer Award” given to him by peer attorneys, his extensive trial experience has led to several significant verdicts.

Practice Areas: Litigation, Personal Injury

State Accreditations: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | Kentucky (KY) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | Ohio (OH) | Pennsylvania (PA) | South Dakota (SD) | Texas (TX) | Virginia (VA) | Washington (WA)



Media Type: Streaming Video, Streaming Audio, MP3, Video Download, MP3 Player, USB

1.20 credit hours

• Tax Issues for Attorneys and Law Firms

Tax Issues for Attorneys and Law Firms

Like many businesses law firms face unique tax challenges. In this course tax attorney Kevan P. McLaughlin details numerous tax issues that attorneys must account for when running a law firm.

The main issues discussed by Mr. McLaughlin include the attorney-client privilege, record keeping requirements, income, expenses, worker classification and information reporting requirements. Specific topics and tax sections covered include IRC §7525, IRC §6001, Treas. Reg. §1.6001-1, the implication of record-keeping for tax concerns, IRC §446(b), Cohan v. Commissioner, IRC §274(d), unreported income, deferral of income, constructive receipt, non-cash sources, cash payments, IRC §162, entertainment & promotion expenses, travel expenses, advanced client costs, net & gross fee arrangements, employees & independent contractors, Rev. Rul. 87-41, Section 530, Form 1099 - IRC §6041, Form 8300 - IRC §6050I and the steps to take when you are audited.

As the founder of McLaughlin Legal, Kevan P. McLaughlin focuses his practice on all aspects of Federal and California tax law, with a special emphasis on representing taxpayers in civil and criminal tax litigation and controversy cases. In 2010 Kevan was recognized by the San Diego Daily Transcript’s annual peer nomination program as one of only a handful of top young attorneys throughout San Diego County. The San Diego Metropolitan Magazine listed him as one of San Diego’s 75 leading attorneys in 2011. Since 2010 Kevan has also held a leadership position within the San Diego Chapter of the Young Tax Lawyers of the California State Bar Tax Section.

Practice Areas: Business Law, Taxation

State Accreditations: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Colorado (CO) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Jersey (NJ) | New York (NY) | North Carolina (NC) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Virginia (VA) | Washington (WA)



Media Type: Streaming Video, Streaming Audio, MP3, Video Download, MP3 Player, USB

1.20 credit hours

• Witness Preparation

Witness Preparation

Dr. David Cannon of Trial Innovations provides his incredibly insightful views to shed some scientific light into preparing your witnesses for trial. In this excellent course Dr. Cannon concentrates on three main areas – keeping your audience in mind, juror psychology and preparation tactics. Further topics discussed by Dr. Cannon include the stages & retention of learning, juror misconceptions, inductive & deductive reasoning, beginning before deposition, preparing your witnesses for court, powerful vs. powerless speech, tips for direct and cross examination, and witness behavior.

Dr. Cannon is co-founder of Trial Innovations and is based in the Los Angeles area. He has been the lead trial consultant in cases across the country, ranging from insurance defense and corporate litigation, to capital cases and white-collar crime. His principal activities involve witness workshops, focus groups, mock trials; online juror surveys, jury selection consultation, and post-trial juror interviews. Dr. Cannon regularly gives CLE presentations throughout the country and has recently appeared on KNBC in Los Angeles.

Practice Areas: Criminal Law, Employment Law, Family Law, Intellectual Property, Litigation, Personal Injury, Real Property, Trusts and Estates

State Accreditations: Alabama (AL) | Alaska (AK) | Arizona (AZ) | California (CA) | Connecticut (CT) | Delaware (DE) | District of Columbia (DC) | Florida (FL) | Georgia (GA) | Illinois (IL) | Indiana (IN) | Iowa (IA) | Kentucky (KY) | Louisiana (LA) | Maryland (MD) | Massachusetts (MA) | Michigan (MI) | Mississippi (MS) | Missouri (MO) | Nevada (NV) | New Jersey (NJ) | North Carolina (NC) | Ohio (OH) | Oklahoma (OK) | Oregon (OR) | Pennsylvania (PA) | South Dakota (SD) | Tennessee (TN) | Texas (TX) | Washington (WA)



Media Type: Streaming Video, Streaming Audio, MP3, Video Download, MP3 Player, USB

1.20 credit hours