CLE Schedule

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

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

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

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.

Presented By:

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

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.

Presented By:

To be announced

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.

Presented By:

Mark J. Johnson
Johnson Teigen, LLC, Fitchburg

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