Annual Meeting June Iowa Events Center Des Moines

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1 The Iowa State Bar Association Annual Meeting June Iowa Events Center Des Moines Ignite Your Practice with Purpose Tuesday, June 19 REGISTRATION AND EVENTS Registration Opens 7:00 a.m. Yoga 7:00-7:30 a.m. Boardroom 3 Open AA Meeting 7:00-8:00 a.m. Boardroom 4 Open Al-Anon Meeting 7:00-8:00 a.m. Boardroom 1 University of Iowa Hospitality Suite 9:30 a.m. - 3:30 p.m. Room 321 Complimentary to UofI College of Law alum Court Reporters Lunch and Meeting 11:00 a.m. - 1:00 p.m. Hy-Vee Hall (Rooms ) Yoga 12:00-12:45 p.m. Boardroom 3 50-Year Member Luncheon - $25 12:00-1:30 p.m. Rooms Register for ticketed event Probate Track Luncheon - $25 12:00-1:30 p.m. Room 401 Register for ticketed event ISBA Young Lawyers Division Meeting 1:00-4:00 p.m. Hy-Vee Hall (Rooms ) Open AA Meeting 5:45-6:45 p.m. Boardroom 4 Open Al-Anon Meeting 5:45-6:45 p.m. Boardroom 1 Corks and Forks 6:00-9:00 p.m. ISBA Building Parking Lot (625 E. Court Ave.) Sponsored by the ISBA Young Lawyers Division Complimentary to all Annual Meeting attendees

2 CASE LAW TRACK Criminal Law Update Speaker: B. John Burns, Assistant Federal Defender, Federal Public Defender Office LOCATION: BALLROOM B This session will cover federal and state criminal cases. 9:50-11:20 Iowa Civil Law Update Speaker: Hon. Paul Ahlers, District Associate Judge, District 2B This session will summarize and discussing published civil cases of the Iowa Supreme Court and Court of Appeals. 1:30-2:15 Workers Compensation Update Speaker: Ashley Grieser, McKinney Law Office P.C. This presentation will focus on recent changes to Iowa workers compensation law and the effect on Iowa s workers. 2:15-3:00 Employment Law Update Speaker: Jill Jensen-Welch, Dickinson Mackaman Tyler & Hagen PC This session will provide quick hit updates on new laws, regulations, agency guidances and cases, as well as what s trending in employment law. COURT REPORTERS TRACK Hot Lotto Case Background Speaker: Robert Sand, Assistant Iowa Attorney General LOCATION: ROOMS Rob Sand was the prosecutor for the Hot Lotto case in Des Moines, Iowa. The Hot Lotto case involved Eddie Tipton who was a Multi-State Lottery Association (MUSL) employee in Iowa. He was in charge of the random number generator computers which picked the numbers for the Hot Lotto game held in various states. Eddie Tipton was charged with manipulating the computers to pick pre-selected numbers. Rob Sand will talk about the investigation, the litigation and the trial. The A to Z Program Speaker: Ann Carothers, Registered Professional Reporter, Certified Reporting Instructor Ann Carothers will talk about her experience with the A to Z program, including how she got started, the preparation she had to undertake and her classroom experiences. She will encourage others to take on this class to help ensure that we are able to get the classes at DMACC full of students who know what they are getting into and able to complete the program. 1:00-2:00 Above + Beyond Cancer Speaker: Dr. Richard Deming, Medical Director, Mercy Cancer Center Dr. Deming will talk about his non-profit organization dedicated to elevating the lives of those touched by cancer. Dr. Deming has led cancer survivors on inspirational and mind-body-spirt pilgrimmages to Mount Everest, Mount Kilimanjaro and Machu Picchu. He is dedicated to the principles of human dignity, social justice and compassion. He will correlate his experience with cancer patients to court reporters to help reporters find ways to relieve the stress from their jobs and how it can be beneficial to our mind, body and spirit.

3 COURT REPORTERS TRACK (cont d) 2:00-3:00 Motivation Speaker: Doreen Sutton, National Court Reporters Association (NCRA) Vice President LOCATION: ROOMS During this session, Doreen Sutton will be talking to the membership about motivation. Motivation is one of the strong components of success, and knowing how to keep yourself inspired is vital to ensuring the health of your career. She will teach attendees how to measure the impact motivation has on their business and how to rekindle the spark to deliver the best service possible to their clients as well as potential clients. 3:15-4:45 Iowa Coalition Against Domestic Violence Speaker: Laurie Shipper, Domestic Violence Coalition Laurie Shipper and two others from her team will be discussing the work they do at the Iowa Coalition Against Domestic Violence, the various programs they have and the impact they have on women in the community who are involved in domestic violence. FUNDAMENTALS OF LAW TRACK LOCATION: Trust Accounts and Succession Planning Update Speaker: Trinity Braun-Arana, Assistant Director for Boards and Commissions, Office of Professional Regulation This session will cover trends we re seeing regarding handling of client funds, scams being perpetrated on Iowa trust accounts, and an update on succession planning. 10:50-12:00 Ethics Update: The View from the Attorney Disciplinary Board Speaker: Tara van Brederode, Assistant Director for Attorney Discipline, Office of Professional Regulation 1:30-3:00 Nuts and Bolts of Iowa Residential Real Estate Transactions Speaker: Timothy Gartin, Hastings, Gartin & Boettger LLP JUDGES TRACK #1 1:30-2:15 Sentencing Juvenile Offenders in Iowa District Court Speaker: Hon. Mary Chicchelly, District Court Judge, District 6 LOCATION: ROOMS :15-3:00 Sexual Harassment Policy and Best Practice for Judges Speakers: Jennifer Juhler, Director of Education, State Court Administration and Joey Leonhart, Director of Human Resources, State Court Administration 3:15-4:15 Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job Done Speakers: Hon. Arthur Gamble, Chief Judge, District 5C; Hon. Marlita Greve, Chief Judge, District 7; Hon. Jeff Larson, Chief Judge, District 4; and Hon. David Wiggins, Iowa Supreme Court

4 JUDGES TRACK #2 LOCATION: ROOMS :50-12:00 A Judge s Guide to Risk Assessment at Sentencing Speaker: Kim McIrvin, Department of Corrections; Roxann Scheffert, Department of Corrections; Prof. Jennifer Skeem, UC Berkley; and Hon. Colin Witt, District Associate Judge, District 5C 1:30-3:00 Immigration Issues: Adequacy of Criminal Defense Advice and UVisas Speakers: James Benzoni, Benzoni Law Office P.C. and Charissa Flege, Iowa Coalition Against Domestic Violence 3:15-4:15 Ex Parte Communication: Avoiding the Appearance of Impropriety and Getting the Job Done Speakers: Hon. Arthur Gamble, Chief Judge, District 5C; Hon. Marlita Greve, Chief Judge, District 7; Hon. Jeff Larson, Chief Judge, District 4; and Hon. David Wiggins, Iowa Supreme Court JUVENILE LAW TRACK LOCATION: ROOMS Best Practices from Judges Speakers: Hon. Stephanie Forker Parry, District Associate Judge, District 5C and Hon. Joseph Seidlin, District Associate 10:50-12:00 Juvenile Court Case Law Update Speaker: Prof. Bent Pattison, Director of the Joan and Lyle Middleton Center for Children s Rights, Drake Law School This program will discuss the year in review of appellate cases related to juvenile court cases. 1:30-2:30 Interstate Compact on the Placement of Children (ICPC): Best Practices/Checklist Speaker: Tami Hoffman, Department of Human Services and Wendy Scheetz, Department of Human Services 2:30-3:00 Immigration Issues Speakers: Rachel Antonuccio, Johnson County Public Defender s Office and Julia Zalenski, Johnson County Public Defender s Office LITIGATION TRACK 11:30-12:00 Emotional Distress Damages in Employment Claims Speaker: Patrick Smith, Bradshaw, Fowler, Proctor & Fairgrave PC LOCATION: ROOMS Emotional distress damages can be a significant component of employment related claims. This presentation will provide an overview of legal and evidentiary issues relating to emotional distress damgaes, as well as recent trends from Iowa jury verdicts. 1:30-2:30 Ethics in Litigation Speaker: Prof. Emily Hughes, University of Iowa College of Law 2:30-3:00 Importance of Civility in Litigation Speakers: Jeffrey Walters, Clemens, Walters, Conlon, Runde & Hiatt, LLP and J. Michael Weston, Lederer, Weston & Craig PLC

5 PLENARY TRACK 3:15-5:45 The 2017 Legal Trends Report Speaker: George Psiharis, Clio LOCATION: BALLROOM B In 2016, Clio unveiled the inaugural Legal Trends Report. It was a watershed moment for an industry that had long suffered from a lack of informed data insights. In this session, George Psiharis takes a deeper look into the trends that define the legal profession complete with a host of exciting new insights that could transform the way you think about running your law practice. PROBATE TRACK LOCATION: ROOMS Saving Your Clients Retirement Savings: Recent Development in Estate Planning for Retirement Assets Speaker: Robert Kirkland, Kirkland Woods & Martinsen LLP Americans have accumulated over $26 trillion in their retirement and other qualified accounts, much of which will be transferred to their beneficiaries in the coming years. Learn how to best incorporate retirement and qualified plan assets into your client s estate plans during Saving Your Client s Retirement Savings with retirement plan and estate planning expert attorney Robert Kirkland. 9:50-11:00 Tax Primer for Estate Planners Speakers: Frank Comito, Neu, Minnich, Comito, Halbur & Neu, P.C.; J. Michael Deege, Wilson Deege Despotovich Riemenschneider & Rittgers; and Michael Gilmer, Davis Brown Law Firm This session will consist of a broad discussion of all recent developments affecting estate planning for retirement benefits. 11:00-12:00 Ethical Dilemmas for Estate Planners Speaker: Prof. Emily Hughes, University of Iowa College of Law 1:30-2:00 Legislative Update for Estate Planners Speaker: Sue Pence, Bankers Trust 2:00-3:00 Drafting for Estate Planners: How to Make Fiduciaries Happy and Avoid Litigation Speakers: Jana Weiler, Davis Brown Law Firm and Elizabeth Meyer, Davis Brown Law Firm This presentation will cover drafting and practice tips for avoiding later litigation and handling matters that present a high risk for later litigation.

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