Wisconsin CLE - Practice Management Courses
This is a listing of Practice Management CLE Courses for Wisconsin. Please make your selection below of Wisconsin CLE courses. Click "Add To Cart" to purchase Individual CLE Courses. For more information about a particular CLE course, click on the "More Info" link. Click the "Preview" button to view a short preview of the course.
CLE Courses Available Online & iOS/Android App and with Live Webinars!
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Live WebinarWednesday, May 1, 20241:00 PM - 2:00 PM Eastern Time (EDT)
Live Webinar: Conflicts of Interest in the Financial Services Industry: What Every Attorney Needs to Know
Do you refer clients to financial advisers? Lawyers need to understand the regulatory framework that distinguishes financial advisers, particularly in light of new (2020) disclosure documents (Form CRS). In this program, we will cover how financial advisers are regulated; how standards of care differ; how to recognize potential conflicts of interest that can affect the adviser-client relationship; and most importantly, how new SEC disclosure tools make your due diligence process easie... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Ethical Duties When Representing Clients and Working on Client Files
Many lawyers may not fully understand the Bar rules and ethical considerations regarding whether to take on a client representation, continue the representation, and/or terminate the representation (and everything in between). This CLE course will address some very important ethical considerations to help lawyers when representing clients and working on client files/matters. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Anti-Money Laundering Compliance: It's Growing, So Make Sure Your Clients are Covered
The passage of the Anti-Money Laundering Act (“AMLA”) brought sweeping changes to the Anti-Money Laundering (AML) and Counter-Terrorist Financing (CTF) legislative regime in the United States. Parts of the AMLA are still being put into force, including coverage of entities not traditionally included, updated priorities for financial institutions, the Beneficial Ownership Registry, and others. Legal practitioners may have to address these new challenges for clients who are now being bro... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Franchise Law: From Contract Negotiation to Litigation
This CLE will cover franchise agreements; from negotiation of the terms prior to signature as well as issues to address during the course of litigation and/or termination. Attendees will be guided through how to negotiate specific provisions that will affect a client’s rights, as well as which areas of the agreements are typically litigated and how to demand and get the necessary information to effectively represent clients in court. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Ethics of Witness Preparation: Does ABA Ethics Rules Change the Dynamics for Preparing Witnesses?
Our panelists, highly experienced trial and litigation specialists, will discuss the impact of new ABA Formal Opinion 508, dealing with “The Ethics of Witness Preparation”. They will discuss the impact of the opinion on counsel’s approach to working with witnesses, including a client, to testify at deposition and trial. This course will answer these questions: How does the opinion change the ethics rules? What are the ethical limits working with favorable witnesses and clients in pr... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Consumer Chapter 7 & 13 Bankruptcy: What Attorneys Need to Know About Conducting a Consult
This introductory CLE course provides valuable tools and tips for conducting a thorough, well-organized consumer bankruptcy consult which will assist the attorney in thoroughly analyzing the case and educating the client about the differences in Chapter 7 and 13 and why one might be better for them than the other. It highlights helpful tools and sample visual aids to keep the consult on track, maximize the information obtained from the client, and allow clients to clearly follow the an... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Tax Consequences of Retiring or Selling Your Law Practice
This CLE session will concentrate on the tax consequences of retiring or leaving your law firm or other professional partnership including LLCs and PLLCs. A recent Tax Court decision provides guidance and highlights tax traps to avoid. We will analyze practice goodwill and client based intangible assets and how they are treated under various methods. The special partnership provisions applicable to sales and redemptions will be contrasted. More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Safeguarding Your Business & Investment Clients with Proactive Asset Protection & Estate Planning
An effective Asset Protection & Estate Planning Program for Business & Investment Clients should address family and legacy considerations, complete asset protection and tax optimization simultaneously. In addition, it should be easy to use, capable of expanding through time to embrace growth in your clients’ business and investment portfolios, and it should be capable of being examined in the sunlight without legal concerns. And finally, it should be fully integrated so that all of y... More Info
$1002General Credits -
On-DemandOnline & iOS/Android App
Commercial Pace, The New Kid On The Block: The Legal Framework For A New Form Of Commercial Real Estate Financing
Commercial Property Assessed Clean Energy Financing (C-PACE) is one of the newest financial tools for property owners and developers in the country. Offering lower interest and longer terms with a super-priority lien, it behaves like a muni bond but can be put into a capital stack. Find out the legal ins and outs of how this is enabled, its legal structure and status, and how you can put it to work for your clients, whether they be private owners, developers, banks, or local governmen... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
ChatGPT and Related Products: The Legal Ramifications
This CLE presentation is intended to help practicing attorneys better understand the legal consequences of current-day (ex. ChatGPT) artificial intelligence (AI) products. This begins with a discussion of current AI products, their operation, and fundamentally what they are and are not. This factual basis informs several legal topics, including copyrights, patents, trade secrets, confidential information, contracts, etc. Finally, some example, practical, “best practices” and recommenda... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Business Valuation for Attorneys
Determination of the value of a client’s business or business interest is often a necessary element in meeting a client’s needs. Understanding the valuation process and the potential results can make a huge difference to the outcome for the client. Divorce, estate planning, and partnership disputes, in addition to sales, purchases and other transactions, are just some of the circumstances where valuation is a critical factor. This Seminar reviews the po... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
How to Find the “Smoking Gun” to Win Your Case
In almost every case there is a “smoking gun” that arises during a case that tips the scales toward a win. This CLE will show you how to uncover them and use them to your advantage. The lecturer will give you techniques to use (and inspiration) to uncover "smoking guns" using examples from his own , trip & fall, slip and fall premises cases, staircase accidents, auto collisions, products liability and med mal cases, which will provide a roadmap to finding the hidden "smoking guns" t... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The Five Rules: How to Prepare Your Client for Deposition
Your client's deposition is a critical day in any case. The Instructors "Five Rule" system can make any client a strong witness. He has used it for 25 years to prepare clients ranging from executives to professional athletes to children. Nervous clients will relax. "Clever" clients will stick to the truth. The Instructor relates his Five Rules in an entertaining and memorable way that will have you using the Five Rules system the very next day. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Employment Law Issues in Telework Environments
The COVID-19 virus ushered in a new age of remote work all over the world. Since then, the battle between employees wanting to maintain work-from-home status and employers trying to find ways to bring employees back to the office has remained fierce. This CLE course will outline the employment law issues that arise for employers who allow employees to telework on either a full-time or hybrid basis. The course will identify trends, unique problems associated with telework, and best prac... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Sexual Harassment, “Me Too” Allegations, and Settlement Agreements: A Necessary Perspective for Counsel
This interactive CLE session will identify the issues that counsel must recognize and understand to effectively advise clients on the need for a policy against sexual harassment and employee training, the difference between company policy and what constitutes sexual harassment under federal law, the merits of a claim of sexual harassment and assessing potential costs and the risk of litigation. More Info
$1002General Credits -
On-DemandOnline & iOS/Android App
Equity & Inclusion Confusion: Discrimination and Other Trending Employment Law Topics for Non-Employment Lawyers
This CLE will introduce non-employment lawyers to employment law, beginning with the unusually challenging question of employee vs. independent contractor and the implications of worker classification. We will summarize federal laws governing the employment relationship including Title VII, The Americans with Disabilities Act, The Age Discrimination in Employment Act, the Fair Labor Standards Act, and the new Pregnant Workers Fairness Act, among others. We will also outline the... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
"Oh The Places We'll Go": Mediating With An Open Mind While Managing Expectations
This CLE course will discuss the mechanics of mediation/dispute resolution and the myths associated with dispute resolution. During the course, we will discuss the and attempt to eliminate the reluctance to participate fully and transparently in mediation to allow parties to identify on their own the ability to end conflict, to save in costs of litigation, to grow personally and professionally. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
A Beginners Guide to Motion Practice
This CLE presentation is primarily focused on Civil and Special Civil motion practice for attorneys beginning in these areas. We will focus on the three most common types of motions, Summary Judgment Motions, Various Discovery Motions, Motions to dismiss/Post judgment motions. Implementing a motion practice strategy is the second phase of preparing your trial notebook (the First being a Discovery Plan). The motion practice strategy provides the attorney with the direction and purpose o... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Drafting the Bullet Proof Civil RICO Complaint
Civil RICO Complaints are very powerful weapons when prosecuting civil actions in Federal Court where the defendants have engaged in criminal or quasi-criminal conduct. However, many Federal judges are wary of Civil RICO cases and set up automatic check-lists or automatically set up OSC hearings to make sure that the RICO claims are legitimate and properly pled. This CLE course will analyze how to set up a RICO complaint that passes muster under Rule 12 of the Federal Rules of Civil Pro... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Trademark Basics: What Attorneys Need to Know
In today’s fast-paced digital world, trademark protection is increasingly critical and complex. This fascinating CLE course will delve into the basics of federal trademark law every lawyer should know. The course focus is on how to spot issues as a non-IP lawyer in an in-house counsel role. It highlights what items qualify as a trademark, what diligence is necessary before using a potential mark, what constitutes infringement, and the interplay of trademarks, domain names, and social... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
What Attorneys Need to Know About Reading and Understanding Financial Statements
Lawyers regularly interact with business people. Business people have their own language. Phrases like EBITDA, NOPAT, Gross Profit, Operating Profit, Net Income, on a fully diluted basis, retained earnings, current versus long term assets and liabilities, Free Cash Flow. If these terms are a foreign language to you, then this course is for you. In this CLE course, you will learn how to read and understand the basic financial statements---the income statement, balance sheet, and stat... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Advising a Client as to the Purchase of a Franchise
This CLE lecture will focus on providing information to a prospective franchisee as to the purchase of a franchise. The lecture will concentrate on the provisions contained in the franchisor’s Franchise Disclosure Document, typical provisions in the Franchise Agreement and the political ramifications as to where a franchisee should locate his franchise. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Navigating the Future: Embracing AI's Impact on the Legal Profession for Lawyers with a Strategic Mindset
It has been several months since the release of ChatGPT and its passage of the Uniform Bar Exam with flying colors. Experts everywhere are projecting how generative AI is going to replace many lawyers in the next few years. Is generative AI going to change the way lawyers do business? “Yes.” Will lawyers lose their jobs to generative AI applications? “Maybe.” The true answer here depends on a lawyer’s mindset and preparation. Let’s be clear, lawyers do not need to learn to code... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
What If the Government Doesn’t Save My Client’s Bank? Preparing For the Next Bank Crisis
Recent crisis in the banking system has resulted in several failures and a loss of confidence among depositors. While extraordinary intervention by the government and private sector protected uninsured depositors, owners and debtholders lost everything. Further, there is no expectation that the government will even protect uninsured depositors if another bank fails. In this CLE course, a regulatory partner at a prominent law firm will take a hard look at the recent trauma in the banki... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Building a Case to Best Serve the Client: Mediation and Arbitration of Multi-Party Construction Law Claims
The CLE course will cover various topics related to the challenges presented in Multi-Party Construction Litigation cases. In mediation, we will discuss how best to prepare a client/carrier for mediation and strategies for use of documents. We will also examine how a well drafted mediation statement can prepare the mediator for the challenges that this particular matter presents. We will also discuss strategies in making offers of settlement, including some hybrid options for money an... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Ethical Referral Fees: A 50 State Survey
When done correctly, fee sharing is not only ethical–it leads to better outcomes for clients. This CLE program will survey the various regulatory frameworks utilized by states concerning referral fees with the goal of providing lawyers with working understanding of how to employ this tool to benefit their clients and grow their practice. We will discuss: Common misconceptions when it comes to referral fees The ABA Model Rules What it means to be ‘jointly responsible’ What disclosure... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
The ABC’s of Transitioning Law Firms
This CLE presentation, entitled, “The ABC’s of Transitioning Law Firms” discusses the myriad of issues that an attorney should be evaluating in connection with a lateral move to a new law firm. This in-depth CLE provides the participant with a step-by-step analysis of the issues a departing attorney faces during each phase of the transition process from pre-departure through post-departure. It also discusses the ethical and fiduciary obligations that the departing attorney and the fi... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
All's Fair In The Rules of Professional Conduct: Threats and Fees
This CLE course will address the rules of professional conduct as it relates to fairness with a focus on two components: threats and fees. Part one will address threatening to present, participate in presenting, or presenting criminal or professional disciplinary charges to obtain an advantage in a civil matter. The second part will discuss Professional Rule of Conduct 1.5 including properly handling fees, engagement letters, and the split of fees between lawyers at different points... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Preparing a Business Client to Franchise
This CLE course is designed as a basic course to assist counsel representing a client who wants to franchise. We will discuss some practical considerations to help the client understand if franchising is the right decision, the legal obligations of a franchisor, and discuss some of the key decisions a new franchisor will need to make. More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Navigating the Uncharted Legal Terrain of Artificial Intelligence
Artificial Intelligence (AI) is a branch of computer science that studies the development and implementation of algorithms and software that allow machines to think and act like humans. AI has many different forms, the most popular of which are machine learning like ChatGPT, natural language processing, computer vision, and robotics. In general, AI is a rapidly advancing field with a variety of applications. It is used to automate tasks, improve efficiency, and create new opportunities... More Info
$751.5General Credits -
On-DemandOnline & iOS/Android App
Business Law Strategy & Contract Drafting: Considerations for Maximizing, Monetizing & Preserving Client's Patent Rights
This CLE course will provide information that every business law attorney should know about patent law. During this course, you will learn about why NDA’s are so important, the most important parts of a patent application, things to consider when drafting employment agreements, and also, methods for dealing with patent infringement cost-effectively on e-commerce platforms, including Amazon Seller Amazon Patent Evaluation Express (APEX) Program. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Managing Client Expectations Throughout the Litigation Process
You haven’t been paid. You’re upset and you seek legal help in collecting every penny due you. However, it is important to understand what’s involved in the litigation process and how it might affect your decisions regarding settlement of the case. Learn how your professional, personal and psychological skills must all come into play in order for both lawyer and client to move forward in a positive and constructive way towards a satisfying resolution. More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Why Lawyers Need to Bill Strategically in an Age of Legal Artificial Intelligence
Artificial intelligence, in terms of developments like ChatGPT, is new to a lot of people, but the idea of using computers to "outsource" certain work -- such as repetitive work -- away from lawyers has been around for a while. Because computers don't get tired, bored, hungry, or distracted, they're actually better at certain tasks than humans are. But we're not ready for "robolawyers" just yet. There's plenty of room for computers and lawyers not only to co-exist but also to keep f... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Cyber Security and Cyber Breach: What Lawyers and Their Law Firms Need to Know Now
This CLE program will discuss cyber security, the consequences of a cyber breach, including ethical considerations, and cyber insurance. In the U.S., we are faced with 50 state laws on data privacy and security. If your business holds personal information from a resident of a particular state, what legal and ethical obligations apply to your firm, and to your clients, under that state’s law? The FTC also watches to ensure that companies are complying with their posted privacy policies. Non-com... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Form CRS: Practical Considerations for Attorneys
Every attorney who is in the position of referring a client to a financial professional or firm needs to be aware of the firm's CRS, a new 2- to 4-page disclosure document that SEC-regulated firms must deliver to their clients. The CRS was adopted to help investors understand the different standards of care that apply to their financial professionals (investment advisers vs. broker-dealers vs. dual registrants), as well as conflicts of interest embedded in the firm's way of doing busi... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Cybersecurity and Data Privacy Obligations for Lawyers
This CLE course will focus on cyber threats to the legal community, why hackers find lawyers to be productive targets, the costs of data breaches, and a lawyers cybersecurity obligations, including in the context of ESI. This course will include discussions on general ethical responsibilities of lawyers in the securing of data within their care, both of their clients and of sensitive information produced by opposing parties and non-parties. The course will also include discussions on t... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Making the Most of Mock Trials
Mock trials can be useful to determine whether and where your client's case and legal theories has strengths and weaknesses. However, mock trials are not crystal balls, predicting the future with certainty, and the practitioner should not walk away from a successful mock trial verdict with unrealistic conclusions and expectations for the real trial. Rather, mock trials are learning tools from which you can gather further strategic and analytic insight, as well as informing you and y... More Info
$501General Credit -
On-DemandOnline & iOS/Android App
Criminal Law Considerations for Military and Veteran Clients
Criminal law attorneys of all types often get phone calls from potential clients who are either active military service members or veterans. In this Course, we’ll walk you through what this means for purposes of their case. This CLE will include the following topics: jurisdictional considerations, dual civilian/military investigations, key personnel who may be involved, usage of military or veteran status in mitigation, military pretrial confinement, and more. More Info
$501General Credit