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Overview
Your Roadmap to a More Organized, Compliant, and Informed Practice
Complete your Louisiana attorney credit requirements faster than you can say “CLE!” At this in-person seminar, our knowledgeable faculty dive into the dos and don'ts of billing clients, unleash creative ways to step up your Microsoft Excel game, share clever solutions for handling ethical landmines, and so much more. Unlock essential tips for success - register today!
- Review billing and timekeeping best practices.
- Find out how to read financial statements in order to make informed decisions.
- Enhance your workflow with ingenious Microsoft Excel shortcuts.
- Prevent the most common ethical mistakes attorneys make.
*Any mention of specific products in this program is intended as part of a general overview and does not constitute NBI's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.
Abbreviated Agenda
- Billing and Timekeeping Best Practices: What You Need to Know
- How to Read Financial Statements: Key Insights for Attorneys
- Microsoft Excel Tips and Tricks You'll Wish You Knew About Sooner
- Legal Ethics Traps Lurking in Everyday Practice
The Location
Credit Details
Credits Available
| Credit | Status | Total |
|---|---|---|
| Louisiana CLE |
|
4 Total |
| Mississippi CLE |
|
4 Total |
Select Jurisdiction
CLE
Agenda
-
Billing and Timekeeping Best Practices: What You Need to Know
-
How to Read Financial Statements: Key Insights for Attorneys
-
Microsoft Excel Tips and Tricks You'll Wish You Knew About Sooner
- Ridiculously Useful Keyboard Shortcuts and Macros
- Hidden Gems for Organizing and Reviewing Data
- Importing and Formatting Data Into Excel
- How to Protect Worksheets and Workbooks in Excel
- Creating Compound Formulas and Flagging Inconsistent Formulas
- Consolidating Worksheets
-
Legal Ethics Traps Lurking in Everyday Practice
- Unintended Consequences of Failing to Detect Conflicts
- Client Communication Conundrums
- Data Security and Confidentiality - Top Attorney Mistakes
- 5 Worst Mistakes Lawyers Make With Attorneys' Fees and Client Funds
- Potential Pitfalls in Ending the Attorney-Client Relationship
- The High Cost of Accidentally Getting in Over Your Head
Who Should Attend
This basic level in-person seminar is designed for attorneys. Paralegals may also benefit.
Speakers
Speaker bio
David A. Lowe
is a partner with the law firm of Keegan, Juban, Lowe & Robichaux, LLC, where he focuses his practice in civil litigation, insurance bad faith, contracts, corporate matters, employment law, personal injury, and successions. He is admitted to practice before all state and federal courts in the state of Louisiana, and has been admitted to practice pro hac vice before multiple federal courts in other jurisdictions. Mr. Lowe has argued multiple cases before the U.S. Court of Appeals for the Fifth Circuit Court as well as before the Louisiana Supreme Court. He is a member of the Baton Rouge, Louisiana State, Federal and American bar associations. Mr. Lowe earned his B.A. degree from the University of Southwestern Louisiana and his J.D. degree from Louisiana State University.
Speaker bio
Bryce J. Denny
is the owner of Law Office of Bryce Denny, L.L.C., where he primarily practices labor and employment law. He is admitted to practice in both Texas and Louisiana. Mr. Denny was re-appointed in 2017 to a three-year term on the Louisiana State Bar Labor Law Advisory Commission. He is a member of the State Bar of Texas and the Louisiana State Bar Association. Mr. Denny earned his B.A. degree from Austin College in Sherman, Texas and his J.D. degree from Baylor University.
Speaker bio
Amber Sheppard
, with her service dog Tubbs, brings humility and humor to her CLE presentations, and her Louisiana and Mississippi clients at Pugh Accardo in Mandeville, Louisiana. She handles workers' compensation defense claims, as well as business litigation and intellectual property. As LA Bar Intellectual Property Secretary, ABA IPL YLAG Trademark Case Report Lead, and USPTO Practice and Policies Vice Chair, Ms. Sheppard is active in continuing education and publications. Her Be Fierce and Kind® philosophy guides her advocacy in the courtroom and community. A sought-after national speaker, Ms. Sheppard conducts CLEs on business law, neurodiversity, and service dog laws. She implemented landmark therapy dog programs in Louisiana; the first in both the 22nd JDC Juvenile court and in a Louisiana Assisted Outpatient Treatment program. Ms. Sheppard is a three-time Louisiana Bar pro bono award winner. Her children's book Court of Paw™ is nationally recognized for teaching youth about therapy dogs. In 2025, Ms. Sheppard was selected as ABA Outstanding Lawyer On The Rise and named a Diversity Fellow. She earned her B.A. degree, summa cum laude, from Southeastern Louisiana University and her J.D. degree, magna cum laude, from Mississippi College School of Law.
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