CBA Practice Management Center

Live Webinars for CBA Members

As a feature of the Practice Management Center, the Columbus Bar Association is offering one-hour, live webinars on topics related to technology and the practice of law. These webinars are available to CBA members only, at no charge.

Not for CLE credit.



Thursday, August 15, 2019
2:00-3:00pm EST
Microsoft Word and PDFS: What you Need to Know to Properly Prepare a Document for E-Filing

PDFs are everywhere and have become the worldwide standard with electronic court filing, exchanging documents and digital archiving. This webinar teaches you the basics of preparing a Word document for e-filing and PDFing, such as preparing PDFs for e-filing, combining and reducing the size of PDFs, bookmarking, metadata removal, redaction, and making PDFs text-searchable.

Presenter: Danielle DavisRoe, Affinity Consulting Group


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Thursday, August 29, 2019
2:00-3:00pm EST
I Know I Need It, But Where Do I Start? Navigating Your Time, Billing & Accounting Options

It’s no mystery that law firms need software to run their business – to store data, manage workflow, avoid conflicts, and serve their clients. The problems faced by most law firms is that there is no TIME to find the RIGHT software, it is difficult to determine which features are valuable to your team and clients, and the number of options out there often keep firms from making a decision. In this webinar, we will demonstrate how to navigate the features in several time, billing & accounting programs – giving legal professionals a jump start on the research they should be doing before picking a product for their firm.

Presenter: Cindy Melfa, Affinity Consulting Group


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Thursday, September 12, 2019
2:00-3:00pm EST
I Know I Need It, But Where Do I Start? Navigating Your Practice Management Options

It’s no mystery that law firms need software to run their business – to store data, documents and email, manage workflow, avoid conflicts, and serve their clients. The problems faced by most law firms is that there is no TIME to find the RIGHT software, it is difficult to determine which features are valuable to your team and clients, and the number of options out there often keep firms from making a decision. In this webinar, we will demonstrate how to navigate the features in several practice management programs – giving legal professionals a jump start on the research they should be doing before picking a product for their firm.

Presenter: Jennifer Ramovs, Affinity Consulting Group


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Thursday, September 26, 2019
2:00-3:00pm EST
Cloud Computing - Pros, Cons and Ethical Issues

Simply stated, cloud computing is the use of software and services delivered via the Internet. Email, electronic case filing and online legal research make it nearly impossible to avoid the cloud when practicing law today. However, there are many additional ways lawyers can use the cloud in their practices. Online file storage, backup systems, legal case management and accounting systems are now prevalent. Even office phone systems now utilize the internet (all VoIP systems). Of course, storing or transmitting client information in the cloud is not without risks; and interested practitioners must first address the inherent ethical and security issues. In this seminar, you'll learn what those issues are and your due diligence obligations under the Rules of Professional Conduct. We'll also cover the best cloud services lawyers can use to manage their practices, improve customer service and stay connected.

Presenter: Barron Henley, Affinity Consulting Group


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Thursday, October 10, 2019
2:00-3:00pm EST
Microsoft Excel Power Tips for Legal Users

If you have Microsoft Office, then you have Excel. However, if you are like most lawyers, you're either underutilizing Excel or not using it at all. In this seminar, we start with the basics and work our way up from there. You'll learn powerful ways that Excel can improve your work product and make your life easier. Produce flawless fiduciary accountings, amortization schedules, real estate closing statements, disbursement schedules, medical bill summaries, and graphical representations of data (pie charts, bar graphs, etc.). You'll also learn how to use Excel as a list manager and data source for mail merge functions (quickly creating hundreds of letters or labels in Word from a list of names and addresses in Excel). We'll also cover many useful formulas for use with dates, numbers, text and logic (IF THEN).

Presenter: Jeff Schoenberger, Affinity Consulting Group


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Thursday, October 24, 2019
2:00-3:00pm EST
A Lawyer’s Guide to PDF Files

You have probably noticed that PDF files are everywhere. They have become the file format of choice when trading documents with other lawyers and clients. Many courts now require that all pleadings be filed as PDFs; and most governmental forms are available exclusively in PDF format. Because of their prevalence, everyone in your office needs to understand the risks and benefits of PDF files. In this seminar, you'll learn appropriate uses of PDFs, and we'll cover extremely important topics such as metadata removal and electronic document security, redaction, Bates Numbering, splitting/combining PDFs, reducing file-size for electronic case filing, review/comment and PDF collaboration, adding signatures & stamps, routing PDFs for comments/feedback, and more. Finally, we’ll identify the programs you can use for all of these functions (you are not limited to Adobe Acrobat) and explain their relative pros and cons.

Presenter: Jeff Schoenberger, Affinity Consulting Group


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Thursday, November 7, 2019
2:00-3:00pm EST
I Know I Need It, But Where Do I Start? Navigating Your Document Management Options

It’s no mystery that law firms need software to run their business – to store data, documents and email, manage workflow, avoid conflicts, and serve their clients. The problems faced by most law firms is that there is no TIME to find the RIGHT software, it is difficult to determine which features are valuable to your team and clients, and the number of options out there often keep firms from making a decision. In this webinar, we will demonstrate how to navigate the features in several document management programs – giving legal professionals a jump start on the research they should be doing before picking a product for their firm.

Presenter: Bryce Phillips, Affinity Consulting Group


Register Now!