Intermediate Essentials: Managing Essentials

Course Details
- smart_display Format
Interactive E-Learning
- signal_cellular_alt Difficulty Level
Beginner
- work Practice Area
Professional Skills
- event Date
Monday, March 20, 2023
- schedule Time
1:00 PM E.T.
- timer Program Length
60 minutes
-
This 60-minute webinar is eligible in most states for 1.0 CLE credits.
Stepping into a managerial role is a pivotal milestone in your career. This series equips you with the core skills and insights needed to lead with confidence from day one. Whether you're supervising a small team or managing multiple projects, this course provides the essential tools to help you build a cohesive high performing team and effectively navigate your leadership responsibilities.
Course Format and CLE Credit Information
This course includes two types of learning components:
- A 60-minute webinar, which is eligible for CLE credit in most jurisdictions (subject to individual state approval)
- A set of interactive self-study eLearning modules, which are not eligible for CLE credit
While the total course duration is approximately 122 minutes, only the 60-minute webinar may qualify for CLE credit. CLE credit is awarded only for participation in the webinar, and credit eligibility may vary by state. We recommend verifying credit eligibility with your specific state bar or accrediting authority prior to enrollment.
Faculty

Ms. Kepler designs and develops content and distribution of risk control initiatives relevant to the practice of law. She collaborates with the underwriting and claims teams to develop and execute strategies for the profitable growth of the program. Ms. Kepler lectures frequently at CNA-sponsored events and at state and local bar associations and national seminars hosted by industry-leading organizations. She also writes articles focusing on law firm risk control and professional responsibility issues. Prior to joining CNA, Ms. Kepler served as the Director of the ABA’s Center for Professional Responsibility, providing national leadership in developing and interpreting standards and scholarly resources in legal and judicial ethics, professional regulation, professionalism, client protection, professional liability and attorney well-being. Ms. Kepler is a former Associate Solicitor in the Office of General Counsel for the USPTO, where she concentrated her practice in the investigation, prosecution and appeal of patent/trademark practitioner disciplinary matters before the Agency, U.S. District Courts and Federal Circuit, provided policy advice on ethics and discipline related matters to senior management, and drafted and revised Agency regulations. Ms. Kepler has served in various volunteer capacities, including as President, on the Board of the National Organization of Bar Counsel, a nonprofit organization of legal professionals whose members enforce ethics rules that regulate the professional conduct of lawyers who practice law in the U.S. and abroad. She is Adjunct Professor at Georgetown University Law School, Loyola University Chicago School of Law, and American University Washington College of Law.
Description
Course Modules and Webinar Include:
- Practical Tips for First-Time Managers – Part 1: Starting Strong (13 min) In this module we meet Sydney. Sydney recently took on managerial responsibility for the first time in her career and while she's excited about the new role she knows that managing people will require a new set of skills. To help Sydney—and you—get off to a strong start we'll explore five strategies for preparing to start strong as a first-time manager.
- Practical Tips for First-Time Managers – Part 2: Aligning the Team (15 min) In this module, part two of the series, we follow up with Sydney and look at how first-time managers can align their team for optimal success. We'll focus on aligning your team in four key areas with the goal of helping you take action right from the start to create something more impactful than what each individual could create on their own.
- Delivering Effective Feedback (14 min) Deliver feedback well and you can inspire others and drive strong performance that benefits both the individual and the firm. Don't deliver it well—or don't deliver it all—and it can have the opposite effect. Whether or not you serve in a supervisory role you interact with peers, assistants, and other support staff regularly assigning tasks or working together to accomplish shared objectives. You have the power to influence their motivation and performance through the feedback you provide. In this module we'll explore 10 tips for providing feedback that can sustain or lead to great performance.
- Delegating Effectively: Delegate More, Achieve More (17 min) When you are a law student the focus is on managing yourself. Your success is determined solely by your performance as an individual. Once you become a lawyer it is time to shift your mindset to more of a team approach—identifying and applying your strengths and talents but also those of others—to deliver great service effectively and efficiently for your clients. This requires a shift from "doing it all" to "deliberately delegating." In this module we'll explore a variety of practical tips so you can delegate more effectively.
- Communicating With Your Team in a Time of Uncertainty (3 min) Communicating with your team is always important. But in times of uncertainty and rapid change its importance is amplified. In times like these your workforce needs to hear from you. They are looking for reassurance, for clarity, for direction, and for hope. How can you rise to the challenge and provide what they need amid the uncertainty? Start with these five fundamentals.
- Webinar: Combatting Perfectionism in the Legal Profession: Don't Let Perfect Be the Enemy of Good This online course addresses the issue of perfectionism in the legal profession, covering its impact on mental health, professional performance, and strategies for coping with maladaptive perfectionism.
Outline
I. Introduction to perfectionism in the legal profession
II. Understanding perfectionism
III. Impact of perfectionism
IV. Strategies for coping with maladaptive perfectionism
Benefits
The panel will review these and other key issues:
- Discuss the phenomenon of perfectionism and understand the benefits of "adaptive" perfectionism as well as the dangers of maladaptive perfectionism
- Discover strategies on taming your inner perfectionist and provide best practices for managing perfectionistic tendencies
- Uncover ways in which maladaptive perfectionism and the fear of making mistakes can impact client matters, firm liability, and your professional license
Unlimited access to premium CLE courses:
- Annual access
- Available live and on-demand
- Best for attorneys and legal professionals
Unlimited access to premium CPE courses.:
- Annual access
- Available live and on-demand
- Best for CPAs and tax professionals
Unlimited access to premium CLE, CPE, Professional Skills and Practice-Ready courses.:
- Annual access
- Available live and on-demand
- Best for legal, accounting, and tax professionals
Unlimited access to Professional Skills and Practice-Ready courses:
- Annual access
- Available on-demand
- Best for new attorneys
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