ST. JOSEPH COUNTY BAR ASSOCIATION upcoming events

ONLINE CLE available 24/7 365 days a year! (January 26, 2026)

Mon, 26 Jan 2026 05:00:00 GMT

Bench and Bar Meeting -- NEW DATE (September 29, 2026)

Tue, 29 Sep 2026 16:00:00 GMT

NEW DATE

Bench & Bar Committee Meeting

Chair, Daniel Obert

- - - - - - -

Join us for this month's

Bench and Bar Meeting

at 12noon.

Barnaby's Pizza will be provided.

Please see the meeting agenda here

LOCATION:

Law Library, Basement of Courthouse #1

Legal Technology Competency for Referral Service Attorneys (October 13, 2026)

Tue, 13 Oct 2026 18:00:00 GMT

Legal Technology Competency for Referral Service Attorneys: Managing Conflicts, Intake, and Fee Compliance on the Qase Platform

This training program is required for attorneys who wish to participate in the SJCBA Lawyer Referral Service Program.

Learning objectives include:

Apply conflict-screening and timely-response obligations when handling new referrals: Recognize referral notifications, understand that "accepting" a referral only signals willingness to consult (not representation), and use the review/accept/decline workflow appropriately, including documenting decline reasons (e.g., conflict of interest) for the referring service.

Complete secure account setup and verification: Perform first-time login, email verification, and password creation in a way that protects client confidentiality and account security before handling referred client data.

Manage the lead intake pipeline through to disposition: Track a referral's status (Contact Pending, Contacted, Consult Scheduled, Under Review, Hold), document consultation notes, and correctly convert a lead into an open matter or close it out as "Not Hired," maintaining an accurate record of client contact.

Administer open matters in compliance with recordkeeping obligations: Update matter status, record fee agreements, and monitor matters that haven't been updated within required timeframes.

Calculate and remit lawyer referral service forwarding fees accurately: Determine cumulative client fees collected, compute the amount due under the applicable forwarding-fee percentage, and submit payment with proper billing-period documentation, consistent with rules governing referral fee-sharing and disclosure.

Identify support resources for technical issues: Locate the platform bookmark, whitelist the correct sender address, and know where to direct technical questions, ensuring continuity of client service.

The Financial Side of Divorce -- Family Law Committee Meeting and CLE Program (October 22, 2026)

Thu, 22 Oct 2026 16:00:00 GMT

The Family Law Committee's October meeting and CLE Program will feature a presentation on "The Financial Side of Divorce: What Family Lawyers Need to Know About Retirement Accounts."

October 22, 2026, 12:00-1:00pm

Lunch will be provided

SJCBA Members: $10

Nonmembers: $35

Law Library, basement level of St. Joseph County Courthouse #1 (101 South Main Street, South Bend, IN 46601)

Presenter: Joseph Catanzarite, CFP^® is a recognized Financial Educator, Author, Speaker and Retirement Planner, whom you may have seen in NBC, CBS, ABC, FOX local affiliates, MSN, Yahoo Finance, The Wall Street Journal’s Market Watch, Boston Business Journal, Pittsburgh Post Gazette, and others. He is the Co-Author of RETIRE ABUNDANTLY, his new book RETIRE ON YOUR TERMS as well as BUILD WEALTH LIKE A SHARK–Tips From Some Of North America’s Leading Authorities On Building Wealth and RETIRE LIKE A SHARK- Insights from 36 of North America’s Leading Authorities with Kevin Harrington, original Shark on ABC TV’s hit series, Shark Tank. Joseph and his team show professionals, business owners, and independent woman how to preserve, protect, and pass on their hard-earned wealth through tax smart planning and execution.

www.catanzaritefinancial.com

The Year in Family Law CLE program (December 02, 2026)

Wed, 02 Dec 2026 17:00:00 GMT

Attorney and former St. Joseph Probate Court magistrate Graham Polando will discuss 2025's most significant appellate family law decisions, with a focus on how his first year of family law practices has changed -- and not changed -- his view of things from the bench.

Lunch will be provided:

SJCBA member cost: $10

Nonmember cost: $35