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CLE Schedule

CLE Session 1
CLE Session 2
CLE Session 3​
Plenary Session

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Schedule is subject to change.

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Wednesday, June 18, 2025

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12:30 p.m. - 6:00 p.m.

Conference Registration Open

12:30 p.m. - 1:30 p.m.​

Cybersecurity for Law Firms: Protecting Client Trust in the Digital Era​

Safeguarding client trust and sensitive data is more critical than ever in our digital landscape. Receive an overview of common cyber threats targeting law firms, including phishing and ransomware. Discover essential strategies to identify and mitigate cyber threats, ensure regulatory compliance, and implement best practices for data protection. Through real-world case studies and expert insights, you’ll gain practical knowledge to strengthen your firm’s cybersecurity measures. Don’t miss this opportunity to enhance your firm’s security and uphold its reputation for safeguarding client data. ​

Presented By​:

David Eichkorn,
Elevity – Madison

1:45 p.m. - 2:45 p.m.​

AI in Law Firms: Balancing Technology, Compliance, and Effective Practice Management​

Artificial intelligence (AI) is revolutionizing legal practice by streamlining discovery, enhancing research and brief writing, and automating time tracking. However, adopting these technologies also presents risks. Law firms must navigate compliance challenges and understand how AI tools access, store, and use data. Gain practical insights on effectively integrating AI into practice management while ensuring compliance with client and firm requirements. ​

Presented By​:

Christopher Shattuck,
Madison College – Madison

3:00​ p.m. - 4:00 p.m.​

The Role of OLR, and Ethical Obligations and Risk Management for Law Firms​

Every legal professional must understand and adhere to ethical obligations. Receive an overview of Wisconsin’s Rules of Professional Conduct, highlighting common ethical pitfalls and how to avoid them. You’ll gain practical strategies for managing conflicts of interest, maintaining client confidentiality, and minimizing risk. Join Timothy S. Samuelson, Director of the Office of Lawyer Regulation, to ensure your firm stays compliant and upholds the highest professional standards. ​

Presented By​:

Timothy S. Samuelson,
Office of Lawyer Regulation – Madison

4:30 p.m. - 5:00 p.m.

Networking

5:00 p.m. - 6:00 p.m.

Presidential Swearing-in Ceremony and Celebration

6:00 p.m. - 7:00 p.m.

Marquette/UW Law School Receptions
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Thursday, June 19, 2025

7:30 a.m. - 5:00 p.m.

Legal Expo Open

8:00 a.m. - 9:30 a.m.

Opening Plenary: Multistate Litigation Against the Federal Government (1.5 CLE)

9:30 a.m. - 9:50 a.m.

Break

9:50 a.m. - 10:50 a.m.

Survey of Wisconsin Dispute Resolution (1.0 CLE)

Session Description:

Discover how to resolve disputes efficiently without litigation by leveraging alternative dispute resolution options in courts, agencies, and boards. Veteran practitioners and mediators will share insider strategies, best practices, and important procedural insights so you can navigate these processes with confidence.

Susan​ M. Bauman
Susan M. Bauman Mediator/Arbitrator, Madison

Peter G. Herman
U.S. Department of Labor/OSHA, Madison

Kathleen E. Grant
Swanson Sweet LLP, Madison

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Presented by: Dispute Resolution Section, Labor & Employment Law Section and Solo, Small Firm & General Practice Section​

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Working With Clients Who May Have Diminished Capacity (1.0 CLE)

Session Description:

With cases involving Britney Spears and Michael Oher garnering national attention and an aging population in the U.S., diminished capacity issues have never been more relevant. Learn how to assess a client's capacity and communicate effectively with them or those speaking on their behalf. Understand powers of attorney, guardianship orders, and other key legal documents and evaluate the best way to establish and maintain a productive attorney-client relationship.

Gregory J. Banchy
Banchy Law Center, Eau Claire

Amy M. Burger
Burger Law LLC, Hubertus

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Presented by: Elder Law and Special Needs Section ​

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Advising the Nonprofit Board -- An Introduction (1.0 CLE)

Session Description:

Gain a foundational understanding of the legal, tax, and regulatory frameworks governing nonprofits and tax-exempt organizations. Explore board responsibilities, tax-exempt status, financial management, and crucial compliance obligations. Learn best practices for advising nonprofits—whether as counsel, board member, or volunteer—to help organizations navigate legal complexities and fulfill their missions responsibly.

Moderated by:

Michael J. Morse
Municipal Law & Litigation Group, S.C., Waukesha

Panelists:

John R. Decker
Dane County Historical Society, Madison

Dean R. Dietrich
Weld Riley, S.C., Wausau

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Presented by: Senior Lawyers Division ​

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10:50 a.m. - 11:10 a.m.

Break

11:10 a.m. - 12:25 p.m.

Next-Level Appellate Briefs: Framing the Issues on Appeal (1.5 CLE)

Session Description:

Mastering the art of issue framing is key to successful appellate advocacy. This session brings together judges and staff attorneys from the Court of Appeals and experienced appellate lawyers to discuss strategies for drafting clear and concise docketing statements, framing the issues for appeal, and applying the right standard of review. You’ll learn how to present your case more effectively and maximize your impact on appeal.

Joseph A. Bugni
Hurley Burish, S.C., Madison

Hon. Rachel A. Graham
Wisconsin Court of Appeals District IV, Madison

Hon. Thomas M. Hruz
Wisconsin Court of Appeals District III, Wausau​

Nathan A. Petrashek
Wisconsin Court of Appeals District II, Waukesha

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Presented by: Appellate Practice Section​

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Tribal Sovereignty & Protection of Indigenous Culture (1.5 CLE)

Session Description:

With much of our state encompassing tribal territory, understanding tribal courts is essential for Wisconsin practitioners. This engaging panel discussion features tribal leaders from different territories and legal scholars exploring the evolution of tribal courts, self-governance, and the intersection of tribal, state, and federal law. Gain insights into tribal sovereignty, jurisdictional challenges, and how these systems coexist in our modern legal landscape.

Moderated by:

Prof. Torey Dolan
University of Wisconsin Law School, Madison

Panelists:

Samuel R. C. Crowfoot, JD
Siksika Nation Counselor, Alberta, Canada

W. Tanny Allread
UCLA School of Law, Los Angeles, CA

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Presented by: Diversity Inclusion & Oversight Committee and Indian Law Section​

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Where Paths Collide: Identifying Pitfalls of Overlapping Practice Areas (1.5 CLE)

Session Description:

Legal decisions in one area of law can have significant consequences in another. Marriage, divorce, death, and debt can create issues that span multiple practice areas. Explore key intersections between family law, bankruptcy, estate planning, and more so you can recognize and address potential pitfalls. Identify common challenges and receive strategies for effectively advising clients and managing their expectations.

Anthony J. Procaccio
Randall S. Miller & Associates LLC, Milwaukee

Craig E. Stevenson
Swanson Sweet LLP, Madison

Chelsea Lee Williamson
Cordell & Cordell, Milwaukee

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Presented by: Bankruptcy, Insolvency & Creditors’ Rights Section and Young Lawyers Division​

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12:30 p.m. - 1:30 p.m.

Networking Luncheon

1:35 p.m. - 2:50 p.m.

Moral Injury as an Occupational Hazard Among Lawyers & Judges (1.5 CLE)

Session Description:

Examine the concept of moral injury and its framework for understanding burnout, distress, and ineffective copying among legal professionals. Initially studied in veterans, moral injury is now used more broadly to describe the stress caused by institutional betrayals and ethical conflicts. From professional incivility to representing morally challenging clients, attorneys face unique stressors contributing to burnout. Learn how to recognize and address this hidden professional hazard with practical strategies for resilience and well-being.

Amber Ault, Ph.D.
MSW, State Bar of Wisconsin, Madison

Jennifer Lee Edmondson
Edmondson Law Office, Appleton

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Presented by: State Bar of Wisconsin Lawyer Assistance Program​

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Essential Gift and Estate Tax Planning Before 2026 (1.5 CLE)

Session Description:

Prepare for the upcoming sunset of the Tax Cuts and Jobs Act and its impact on gift and estate tax exemptions. With the current exemption set to expire at the end of 2025, attorneys must identify clients who can benefit from proactive planning now. Explore key provisions relevant to exemption amounts and discover smart strategies to maximize tax-saving opportunities before 2026 arrives.

Kelly O’Connor Dancy
Walny Legal Group LLC, Milwaukee

Shanna N. Fink
Ruder Ware, L.L.S.C., Wausau

Steven P. Lipowski
Ruder Ware, L.L.S.C., Wausau

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Presented by: Real Property, Probate and Trust Law Section

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Handling Complex Civil and Commercial Cases: Best Practices for Judges and Lawyers - Session One (1.5 CLE)

Session Description:

Explore practical pretrial strategies for handling complex civil and commercial litigation. This lively panel discussion featuring judges and lawyers will cover effective scheduling strategies and tips on managing pretrial issues like discovery disputes and sanctions. Examine the latest electronic discovery techniques and analyze best practices for conducting depositions, including with judicial oversight. You’ll also discuss the challenges in designating corporate representatives. Gain insight into mutual expectations between judges and lawyers during the pretrial phase and come away with best practices for courtroom and case management.

Moderated By​:

Hon. Lisa K. Stark
Wisconsin Court of Appeals District III, Wausau

Panelists:

Hon. Michael J. Aprahamian
Waukesha County Circuit Court, Waukesha

Hon. Eugene A. Gasiorkiewicz
Racine County Circuit Court, Racine

Terry E. Johnson
Von Briesen & Roper, S.C., Milwaukee

Matthew W. O’Neill
Fox O’Neill & Shannon, S.C., Milwaukee

2:50 p.m. - 3:15 p.m.

Break

3:15 p.m. - 4:30 p.m.

The State of AI in Legal Practice: An Update on Ethics and Implementation of AI into Legal Technology (1.5 LPM)

Session Description:

Understanding and ethically using Generative AI (GAI) are now essential skills for attorneys. As GAI is rapidly integrated into legal tech tools, it is critical to stay informed on its benefits, risks, and related ethical considerations. Explore the latest GAI developments, practical applications, and ethical guidelines for legal professionals, whether you’re in private practice, in-house counsel, government, or the court system. Plus, discover the latest GAI products and tools available to legal professionals.

Brent J. Hoeft
State Bar of Wisconsin, Madison

Sarah E. Peterson
State Bar of Wisconsin, Madison

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Presented by: State Bar of Wisconsin Practice411 and State Bar of Wisconsin Ethics Program

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Trade Policy in a New Administration: Looking Ahead the Next Four Years (1.5 CLE)

Session Description:

Prepare for the economic shifts ahead as the new presidential administration continues to reshape trade policy and regulation. This session offers insights into expected changes in tariffs, agreements, and trade regulations, focusing on their impact on Wisconsin industries. Engage in strategic discussions to anticipate challenges, mitigate risks, and seize new opportunities in the evolving trade landscape.

Evan Y. Chuck
Crowel Morring LLP, Los Angeles, CA

Jaya Sharma
Sharma Mediation and Arbitration, Madison

Ngosong Fonkem
Amundsen Davis LLP, Milwaukee

Robert M. Kossick
A.N. Deringer, Inc., Seattle, WA

Steve Hendrix
Hendrix LLC, Waupaca

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Presented by: International Practice Section

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Handling Complex Civil and Commercial Cases: Best Practices for Judges and Lawyers – Session 2 (1.5 CLE)

Session Description:

Delve into specialized business and commercial litigation topics, beginning with an analysis of business torts and the economic loss doctrine in cases where a contractual relationship exists between the parties. Understand the intricacies of receiverships, including the appointment process, duties, and implications for stakeholders in financially distressed entities. You’ll conclude with a detailed discussion of Wisconsin’s distinctive commercial laws and gain valuable insights for navigating the state’s unique legal landscape.

Hon. Valerie Bailey Rihn (Ret.)
Val Bailey Legal, Madison

Laura A. Brenner
Reinhart Boerner Van Deuren, S.C., Milwaukee

Hon. Jeffrey O. Davis (Ret.)​
Concurrence ADR LLC, Milwaukee

Hon. William J. Domina
Waukesha County Circuit Court, Waukesha

Hon. R. Michael Waterman
St. Croix County Circuit Court, Hudson

4:30 p.m. - 5:30 p.m.

YLD/Judges Exclusive Cocktail Hour

5:15 p.m. - 5:45 p.m.

Member Recognition Celebration Networking Reception

5:45 p.m. - 7:00 p.m.

Member Recognition Celebration
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Friday, June 20, 2025

8:00 a.m. - 11:40 a.m.

Legal Expo Open

8:00 a.m. - 9:15 a.m.

Opening Plenary: A Day in the Life of the Ethics Hotline: Calling All Conflicts (1.5 CLE/EPR)

9:15 a.m. - 9:30 a.m.

Break

9:30 a.m. - 10:20 a.m.

Reproductive Rights Update: In Wisconsin and Nationwide (1.0 CLE)

Session Description:

Stay informed on the evolving status of reproductive rights in Wisconsin and across the nation with updates on key litigation, including cases before the Wisconsin Supreme Court and statutory and regulatory developments. Examine impacts on individual rights, patient care, and medical practices while gaining insights into the complex interplay between state and federal law.

Dr. Abigail S. Cutler, M.D.
MSH, University of Wisconsin Department of Obstetrics and Gynecology, Madison

Elizabeth M. Pierson
Pines Bach LLP, Madison

Michelle L. Velasquez
Planned Parenthood of Wisconsin Inc., Milwaukee

Diane M. Welsh
Pines Bach LLP, Madison

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Presented by: Civil Rights and Liberties Section

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Discouraging Reckless Driving: Opportunities and Legal Limitations for Communities (1.0 CLE)

Session Description:

Reckless driving is a growing concern in Wisconsin, prompting debate over enforcement strategies and regulatory solutions. Explore current legal frameworks, emerging approaches like vehicle impoundment and automated enforcement, and the limitations communities face in implementing these measures. Gain insight into supporting or challenging new regulations, assessing constitutional concerns, policy debates, and political considerations surrounding enforcement technologies.

Alex Mueller
Milwaukee City Attorney's Office, Milwaukee

Alexander T. Pendleton
Pendleton Legal, S.C., Milwaukee

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Presented by: Government Lawyers Division and Solo, Small Firm & General Practice Section

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IP Issues for Business Practitioners (1.0 CLE)

Session Description:

Business law attorneys frequently encounter intellectual property (IP) issues in formations, acquisitions, and business wind-downs. Get a practical overview of key IP considerations so you can identify and address potential challenges in your daily practice. You’ll receive tools to help you spot IP risks early and guide clients through common business transactions with confidence.

Seep Paliwal
Stafford Rosenbaum LLP, Madison

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Presented by: Business Law Section​

10:35 a.m. - 11:25 a.m.

Children's Data Privacy (1.0 CLE)

Session Description:

Delve into the legal challenges surrounding children’s access to the internet, from social media and online activities to educational technology. You’ll learn to identify crucial issues in agreements, terms and conditions, privacy policies, marketing, and business operations. Understand compliance and risk management to advise clients in the evolving digital age.

Ryan R. Johnson
Savvas Learning Company, Phoenix, AZ

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Presented by: Nonresident Lawyers Division

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Greenwashing & Other Trending Litigation Concerns: Is it Too Easy Being Green? (1.0 CLE)

Session Description:

As corporate clients face increasing scrutiny over greenwashing and climate disclosures, attorneys must be prepared to guide them through evolving legal and regulatory challenges. Explore the intersection of business, corporate, and environmental law, with insights from private and government attorneys on transparent advertising, compliance, and risk management. Learn how to help clients navigate sustainability claims while addressing today’s most pressing environmental issues.

Moderated by:

Benjamin J. Pliskie
Red Oak Law LLC, New Berlin

Panelists:

Benjamin Fuchs
Clarkson Law Firm, P.C., Malibu, CA

Kevin L. Grzebielski
Wisconsin Department of Justice, Madison

Sarah A. Slack
Foley & Lardner LLP, Madison

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Presented by: Business Law Section and Environmental Law Section

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Demystifying Reverse Mortgages (1.0 CLE)

Session Description:

Reverse mortgages offer homeowners a way to access home equity while continuing to live in their residences without making loan repayments. Receive an overview of reverse mortgages, key regulatory considerations, and their potential role in estate planning and asset protection. Learn how you can help clients leverage this financial tool effectively.

Mark J. Johnson
Johnson Teigen, LLC, Fitchburg

J. David Krekeler
Krekeler Law, S.C., Madison

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Presented by: Bankruptcy, Insolvency & Creditors’ Rights Section and Solo, Small Firm & General Practice Section​

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11:25 a.m. - 11:40 a.m.

Break

11:40 a.m. - 12:30 p.m.

Closing Plenary: The End of Defer​ence? Tetra Tech, Loper Bright, and Judicial Review of Agency Decisions (1.0 CLE)

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General Info:
Tim Clark
tclark@wisbar.org
(800) 444-9404 ext. 6110
(608) 250-6110

Sponsors & Exhibitors:
Crystal Brabender
cbrabender@wisbar.org
(800) 444-9404 ext. 6132
(608) 250-6132
State Bar of Wisconsin