Course1

2023 Year End Review - Day Two

$175.00
  • Instructor(s):  OBA CLE Department

2023 Year End Review – Day TwoWebcast  Program Moderator Gigi McCormick, OBA, Director of Educational Programs 8:30 a.m. Registration and Continental Breakfast   9:00 a.m.  Business and Corporate Law Update Gary Derrick, Derrick and Briggs, LLP, Oklahoma City  9:50 a.m.  Break  10:00 a.m. Law Office Management and Technology Update Jim Calloway, Director of Management Assistance Program, OBA, Oklahoma City Julie Bays, Practice Management Advisor, OBA, Oklahoma City  10:50 a.m. Break  11:00 a.m. Real Property Law Update Kraettli Epperson, Mee Mee Hoge and Epperson, PLLP, Oklahoma City  11:50 a.m. Networking lunch (included in registration)  12:30 p.m.  Estate Planning and Probate Law Update Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City  1:20 p.m. Break  1:30 p.m. Family Law Update  Monica Dionisio, Dionisio Sherwood Law Firm, Oklahoma City  2:20 p.m. Break  2:30 p.m. Ethics Update Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City  3:20 p.m. Adjourn    Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 298
    Min.
  • 12/31/25
    Avail. to
  • DETAILS
Course1

2024 Year End Review Day Two

$175.00
  • Instructor(s):  OBA CLE

2024 Year End Review – Day Two   Program Moderator  Jim Calloway, OBA, Director, Management Assistance Program      Business and Corporate Law Update  Gary Derrick, Derrick and Briggs, LLP, Oklahoma City    Law Office Management and Technology Update  Jim Calloway, Director of Management Assistance Program, Oklahoma Bar Association, Oklahoma City  Julie Bays, Practice Management Advisor, Oklahoma Bar Association, Oklahoma City    Real Property Law Update  Kraettli Epperson, Nach, Cohenour & Giessmann, P.C., Oklahoma City     Estate Planning and Probate Law Update  Terrell Monks, Oklahoma Estate Attorneys, PLLC, Oklahoma City    Family Law Update   Stacy Acord, McDaniel Acord, PLLC, Tulsa    Ethics Update  Gina Hendryx, General Counsel, Oklahoma Bar Association, Oklahoma City        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 360
    Min.
  • 12/31/26
    Avail. to
  • DETAILS
Course1

AI and Knowledge Management - 2024 Annual Meeting

$50.00
  • Instructor(s):  Catherine Sanders Reach & Ben M. Schorr

AI and Knowledge Management   Filmed at the 2024 OBA Annual Meeting   Catherine Sanders Reach Catherine Sanders Reach is director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was director of law practice management and technology for the Chicago Bar Association and the director at the American Bar Association’s Legal Technology Resource Center. Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for several years, working at Ross and Hardies as a librarian. She received a master’s degree in library and information studies from the University of Alabama, Tuscaloosa in 1997. Ms. Reach's professional activities include articles published in Law Practice magazine, DePaul Business and Commercial Law Journal, and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law practice for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. She is a guest lecturer for many law schools including NCCU, Elon, UNC, Loyola, and the University of Maryland. She is frequently interviewed for legal tech podcasts including LawTechPartners, Legal Fuel and Lawyerist. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating 50 innovators, techies, visionaries, and leaders in the field of law. She was on the founding advisory board of the Chicago Bar Foundation’s Justice Entrepreneur Project. In 2013 she was inducted as a Fellow of the College of Law Practice Management. In 2015 she was selected to be part of the ABA LTRC Women of Legal Tech. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016, and was co-vice-chair in 2019 and co-chair in 2020. She is co-editor of the 2023 ABA book, Design Your Law Practice   Ben M. Schorr Ben M. Schorr is a Senior Content Program Manager at Microsoft. He is also the author of several books and articles on technology including “Microsoft 365 for Lawyers” and “The Lawyer’s Guide to Microsoft Word.” He was a Microsoft MVP for 20 years and has been involved with management and technology for more than 30, including in-house at law firms in Los Angeles and Honolulu. In his free time, he’s a slow Ironman triathlete and a high school football coach. He currently lives in Martha Lake, Washington, with his wife Carrie, their son Keith, daughter Elena, and their rescue mutt Sampson.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 51
    Min.
  • 8/5/26
    Avail. to
  • DETAILS
Course1

Artificial Intelligence and the Law: Promise or Peril? - 2023 OBA Annual Meeting

$49.00
  • Instructor(s):  Julie A. Bays and Jim Calloway

Presented at the 2023 Oklahoma Bar Association Annual Meeting.                   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 51
    Min.
  • 11/12/25
    Avail. to
  • DETAILS
Course1

Commanding Data: Using A.I. to Review Documents at Warp Speed

$50.00
  • Instructor(s):  Sean Carter

Commanding Data: Using A.I. to Review Documents at Warp Speed Artificial intelligence can help lawyers navigate with precision and speed the vast expanse of legal documents entailed in conducting discovery and due diligence. Join us as we explore practical applications, ethical considerations, and the latest advancements in AI that will allow lawyers to boldly take their practices to where they've never been before. Through live demonstrations, you will see for yourself the capabilities of artificial intelligence with regards to analyzing, synthesizing and summarizing large amounts of data. Specifically, you will learn how to harness the power of AI to: Review legal documents Summarize large text transcripts Hone in on specific information Find discrepancies Report findings And more   Speaker: Sean Carter is a Harvard Law grad, who spent a decade practicing securities law before leaving the practice of law to pursue a career as the country's foremost Humorist at Law.Since then, Mr. Carter has crisscrossed the country delivering comedic professional educational seminars for more than 350 legal organizations in three dozen states. His presentation topics run the gamut from legal ethics to stress management to diversity. Yet, all of his presentations have one thing in common -- humor and plenty of it.In fact, in 2003, Mr. Carter was dubbed "America's Funniest Lawyer" by The Radio and Television Interview Report.   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • Webcast
    Format
  • 60
    Min.
  • 7/30/25
    Presented
  • DETAILS
Course1

Electronic Filing in District Court

$50.00
  • Instructor(s):  Frank Holdsclaw

Electronic Filing in District Court This is a presentation of the ongoing Electronic Filing (e-Filing) Project of the Administrative Office of the Courts, Oklahoma Supreme Court. The purpose of the presentation is to advise the audience of the current state of the e-Filing project, specifically for the start of the initial release.   SPEAKER:  Frank Holdsclaw is the project manager of the e-Filing project and overall program manager for several related projects. He joined the Administrative Office of the Courts, Supreme Court of Oklahoma in 2009.   He received his B.S. degree in Computer Science from the University of Oklahoma in 1982, a Certificate in IT Project Management from the Georgia Institute of Technology in 2000, and his J.D. from the University of Tulsa in 1999 with a certificate in Resources, Energy, and Environmental Law. He is admitted to practice in all Oklahoma state courts and the United States District Court, Eastern and Northern Districts of Oklahoma.  Before joining the AOC, Mr. Holdsclaw practiced law for six years in Oklahoma primarily in the areas of family law, criminal law, and probate. Prior to practicing law, he was an IT project manager in the oil & gas, healthcare, and defense industries.        Disclaimer: All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 45
    Min.
  • 10/4/26
    Avail. to
  • DETAILS
Course1

Ethics of Using AI Today - 2024 Annual Meeting

$50.00
  • Instructor(s):  Jim Calloway & Gina Hendryx

Ethics of Using AI Today   Filmed at the 2024 OBA Annual Meeting   Jim Calloway Jim Calloway has served as director of the OBA Management Assistance Program for 25 years. He received his J.D. from the OU College of Law. He publishes the award-winning law blog, "Jim Calloway’s Law Practice Tips" and has co-authored three ABA books on law practice management. Calloway, alongside Sharon Nelson, produces the monthly podcast, "The Digital Edge: Lawyers and Technology," covering legal tech issues. Mr. Calloway, an ABA member, served as 2005 ABA TECHSHOW chair and is a member of the ABA Law Practice Division’s Law Practice Magazine editorial board, writing the magazine's "Practice Management Advice" column for five years. He was awarded the Law LP Division’s Robert P. Wilkens Award for Best Column in Division Publications in 2015. He is currently co-chair of the LP Division’s Legal Futures Initiative. In November 2018, he was awarded the William G. Paul Oklahoma Justice Award from Legal Aid Services of Oklahoma, Inc. for his work on access to justice projects. Jim has been inducted as a Fellow of the College of Law Practice Management.   Gina Hendryx Gina Hendryx is the OBA General Counsel. A licensed attorney for more than 30 years, Ms. Hendryx received her J.D. from OCU School of Law. As General Counsel she is the chief disciplinary counsel, supervising a staff of 15 and serves as the association’s counsel on other legal matters. Ms. Hendryx works with the Professional Responsibility Commission and serves as a liaison to the OBA Board of Governors, OBA committees, the courts, and other local and national entities concerning lawyer ethics issues. Ms. Hendryx is a frequent lecturer in the areas of professional responsibility and compliance with ethical standards. She has spoken to numerous private, public and governmental sector groups including state and county bar associations, legal services groups, and Judge Advocate General training programs. She writes a regular column for the Oklahoma Bar Journal on current issues in the area of professional accountability. She is also an avid scuba diver with over 1000 logged dives and holds instructor-level ratings with several scuba certification agencies.       Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 45
    Min.
  • 8/5/26
    Avail. to
  • DETAILS
Course1

Trust Accounting Essentials

$125.00
  • Instructor(s):  Gina Hendryx and Julie Bays

Trust Accounting Essentials   The need to handle with scrupulous care funds entrusted to a lawyer by a client or third person should be self-evident. Nonetheless, there are cases where practicing lawyers, either inadvertently or intentionally, mishandle trust funds, subjecting clients and third persons to the risk of economic hardship and undermining public confidence in the legal profession. The purpose of this is course is threefold: (1) to describe the rules for handling trust funds and property; (2) to discuss relatively recent changes to the handling of fees and trust transactions; and (3) to provide practical guidance on how to use both print and electronic tools to produce client and general ledgers and to perform proper three-way reconciliation of trust funds accounts.   1:30 p.m.        Rules for Handling Trust Funds and Property Gina Hendryx, OBA General Counsel   2:20  p.m.       Documenting Trust Transactions & Preparing Ledgers – In Print & Electronically (Scenario Completion) Julie Bays, OBA/MAP Practice Managemnet Advisor    3:10 p.m.        Break   3:20 p.m.        Essential Features of Electronic Tools for Trust Fund Accounting Julie Bays, OBA/MAP Practice Managemnet Advisor    4:10 p.m. Adjourn   Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials. 

  • On-Demand
    Format
  • 130
    Min.
  • 12/31/25
    Avail. to
  • DETAILS
Course1

Winning Depositions with TrialPad: Master the Technology and Unlock the Keys to Taking Impactful Depositions

$95.00
  • Instructor(s):  Chad Kelliher & Jacob Rowe

Winning Depositions with TrialPad: Master the Technology and Unlock the Keys to Taking Impactful Depositions Chad Kelliher and Jacob Rowe will share their secrets to leveraging the power of TrialPad and the entire LitSoftware Suite to take case-winning depositions, secure bigger settlements, and produce powerful trial presentations. Attendees will gain an understanding of TrialPad and related software and receive live instruction on its functionality while also learning from real case examples. Attendees can also expect to gain strategic insights on how to best leverage this remarkable tool in their own practices. SPEAKERS:  Chad Kelliher Chad is a partner at the Oklahoma City firm of Fulmer Sill who has devoted his legal career to helping injured Oklahomans and brings a vast wealth of experience in handling catastrophic injury claims. Amongst other honors, He has been selected as a “Rising Star” by Super Lawyers, named to the National Trial Lawyers Top 40 Under 40 and Top 100 lists, and is the recipient of numerous “Client’s Choice” awards.  Chad has been nationally recognized by Top Verdict for securing one of the Top 50 Motor Vehicle Accident verdicts in the United States. Chad’s history of obtaining multi-million-dollar verdicts and settlements for his clients has helped hundreds of injured Oklahomans get the compensation they deserved. Some of his most fulfilling experiences have come from helping victims and family members of those who have been injured or killed at the hands of intoxicated motorists.  Chad is also deeply devoted to serving the legal profession. He actively serves on the Oklahoma Bar Associations Rules of Professional Conduct Committee and the Professionalism Committee. His passion for service to the profession extends to helping other lawyers further their legal education and develop the skills necessary to help their clients. He is a frequent presenter of continuing education programming and in 2021 received the Earl Sneed Award from the Oklahoma Bar Association in recognition of outstanding continuing education contributions.  Jacob Rowe Jacob is a partner at the Oklahoma City firm of Fulmer Sill and brings a diverse set of skills and experience collected from nearly 20 years of legal practice. Although his current practice focuses on insurance and catastrophic injury litigation, Jacob has successfully litigated divorces, misdemeanor and felony criminal cases, and has presented argument to the Federal Tenth Circuit Court of Appeals.  Jacob’s approach to lawyering is as diverse as his trial experience. At an early age, he excelled in high school speech, debate, and drama activities. As an adult he continued honing these skills by training extensively in the art of improvisational comedy and has performed in comedy festivals around the country. Jacob is also a graduate of the prestigious Trial Lawyer’s College where he learned various advanced communication techniques that allow him to to make deep, impactful connections with clients, witnesses, and jurors.  Jacob’s unique approach to the practice of law incorporates?all?of his life experience into the telling of his client’s stories and has yielded exceptional results. Not only is Jacob responsible for recovering millions of dollars for his clients, he has been awarded the respected designation of Super Lawyer. Jacob is routinely sought out by other lawyers as a case consultant and trial strategist and routinely shares his expertise with other lawyers as a Continuing Legal Education instructor.  Jacob is committed to being an active and involved member of the legal community. He serves on the Oklahoma Association for Justice Advisory Board, as a mentor to new trial lawyers, and regularly volunteers for various non-profit organizations throughout Oklahoma City.        Disclaimer:  All views or opinions expressed by any presenter during the course of this CLE is that of the presenter alone and not an opinion of the Oklahoma Bar Association, the employers, or affiliates of the presenters unless specifically stated. Additionally, any materials, including the legal research, are the product of the individual contributor, not the Oklahoma Bar Association. The Oklahoma Bar Association makes no warranty, express or implied, relating to the accuracy or content of these materials.

  • On-Demand
    Format
  • 109
    Min.
  • 11/1/26
    Avail. to
  • DETAILS