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Chicago CLM Virtual Study Group
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Join us as we prepare together for the CLM Exam in November!

8/21/2020
When: August 5, 2020 - November 19, 2020
8:00 AM - 9:00 AM
Where: Zoom
Illinois
United States
Contact: Rita Nielsen
312-201-2220


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ALA Chicago coordinates and offers a Study Group twice per year. The study curriculum for the Study Group is designed to coincide with the spring and fall exam dates. We are proud to say the Chicago Study Group has become quite popular! For detailed information on the Chicago Study Group, please read our brochure. If you are interested in signing up for the Chicago Study Group, register today!

The Chicago Study Group’s study curriculum for the Fall 2020 CLM Exam is finalized and listed below.

Finance

Date / Time

(Central Time)

Session Description

Speaker Info

CLM Credit Info

Wednesday, August 5

8:00 am – 9:00 am

FINANCE #1

Tax forms, banking, separation of duties, internal controls, legal ethics, retainers, trust accounting, hard and soft costs, RULES, profits per partner

Michael Hill

Controller

Gould & Ratner

ALA Chicago Chapter Member

CLM® Recertification Credit: 1 hour in the subject area of Financial Management (FM)

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Financial Management (FM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

Wednesday, August 12

8:00 am – 9:00 am

FINANCE #2

Debits and credits, general journal, general ledger, trial balance, financial statements, fixed assets and depreciation, GAAP, accrual v. cash v. modified cash, revenue recognition, matching, net income v. distributable income

Michael Hill

Controller

Gould & Ratner

ALA Chicago Chapter Member

Wednesday, August 19

8:00 am – 9:00 am

FINANCE #3

Budgeting and variance analysis, equipment leasing, equity financing

Michael Hill

Controller

Gould & Ratner

ALA Chicago Chapter Member

Tuesday, August 25

8:00 am – 9:00 am

FINANCE #4

Financial ratios, AFA types, accounting terms

Michael Hill

Controller

Gould & Ratner

ALA Chicago Chapter Member

Wednesday, November 11

8:00 am – 9:00 am

FINANCE #5

Finance Review and Q&A

Michael Hill

Controller

Gould & Ratner

ALA Chicago Chapter Member

N/A

 

Ethics – ABA Model Rules

Date / Time

(Central Time)

Session Description

Speaker Info

CLM Credit Info

Thursday, August 27

8:00 am – 9:00 am

ABA Model Rules of Professional Conduct

John Cesario, Esq.

ARDC Litigation Counsel

CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI)

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

 

Technology

Date / Time

(Central Time)

Session Description

Speaker Info

CLM Credit Info

Wednesday, September 2

12:00 pm – 1:00 pm

Technology and Cyber Security

Sue Keno

Keno Kozie Associates

 

CLM® Recertification Credit: 1 hour in the subject area of Operations Management (OM)

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Operations Management (OM) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

CLM®Application Credit: 1 hour in the subject area of Information Technology

Wednesday, September 9

8:00 am – 9:00 am

HIPAA Compliance in Law Firms

David Constantine

Former ALA President

Logical Computer Solutions

Office Operations / Legal Industry

Date / Time

(Central Time)

Session Description

Speaker Info

CLM Credit Info

Tuesday, September 15

12:00 pm – 1:00 pm

Records Management / Project Management

Tracey Nobis, CLM

Manager, Legal Operations

ALA Chicago Chapter Member

CLM® Recertification Credit: 1 hour in the subject area of Legal Industry/ Business Management (LI)

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Legal Industry/ Business Management (LI) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

Tuesday, September 22

8:00 am – 9:00 am

Business Insurance as it Relates to Law Firms

Michael Welbel

Risk Strategies

Thursday, September 24

8:00 am – 9:00 am

Space Planning and Leasing

Jon Milanos

CBRE

Human Resources

Date / Time

(Central Time)

Session Description

Speaker Info

CLM Credit Info

Wednesday, September 30

12:00 pm – 1:00 pm

HUMAN RESOURCES #1

Employee Benefits and Insurance:

Health Insurance, Life Insurance, HIPAA, STD, LTD, COBRA, ERISA, Defined Benefit Plans

Bill Gimbel

President

LaSalle Benefits

CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR)

CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfill the CLM application.

Tuesday, October 6

8:00 am – 9:00 am

HUMAN RESOURCES #2

The EEOC Process: EEOC investigations, laws enforced by EEOC, prohibited practices, recordkeeping, responding to a charge, mediation, right to sue.

Scott D. Watson, Esq.

Office Administrator

Quarles & Brady

ALA Chicago Chapter Member

Thursday, October 8

8:00 am – 9:00 am

HUMAN RESOURCES #3

“The Acts”

Federal Employment Laws

Sherrie Travis, Esq.

Sherrie Travis & Assoc.

Tuesday, October 13

8:00 am – 9:00 am

HUMAN RESOURCES #4

Performance Management –

Training, Motivation and Learning

Scott D. Watson, Esq.

Office Administrator

Quarles & Brady

ALA Chicago Chapter Member

Tuesday, October 20

8:00 am – 9:00 am

HUMAN RESOURCES #5

Employee v. Independent Contractor

Exempt v. Non-Exempt

Employment at Will

David L. Weinstein, Esq.

TAFT Law Firm

Tuesday, October 27

8:00 am – 9:00 am

HUMAN RESOURCES #6

FMLA

David N. Michael, Esq.

Gould & Ratner

Tuesday, November 3

8:00 am – 9:00 am

HUMAN RESOURCES #7

FMLA / ADA / Workers Comp

How they intertwine when employees are absent

Kevin Kelly, Esq.

Locke Lord LLP

 

Final Reviews

Date / Time

(Central Time)

Session Description

Speaker Info

CLM Credit Info

Wednesday, November 11

8:00 am – 9:00 am

Finance – Final Review and Q&A

Michael Hill

Controller

Gould & Ratner

N/A

Thursday, November 19

11:00 am – 11:45 am

Test Taking Tips

Rita Nielsen, CLM

Karen Kirby, CLM

ALA Chicago Chapter Members

N/A

 

Download a PDF of the full schedule of dates/times/topics.