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Event Profile

TULSA – IN PERSON - Mastering Microsoft Word in the Law Office (8 total credit hour/includes no ethics credit)

April 20, 2017

Location: OSU - Tulsa

This event has a fee

OBA/CLE Presents:

Mastering Microsoft Word in the Law Office

 

Advanced training on how to conquer Word formatting and Styles to save time and create better legal documents

 

Location:

OSU Tulsa – North Hall Room 110        

700 N Greenwood Ave., Tulsa, OK

 

CLE CREDIT:  This course has been approved by the Oklahoma Bar Association Mandatory Continuing Legal Education Commission for 8 hours of mandatory CLE credit, including 0 hours of ethics.

 

TUITION: 

$200 for early-bird registrations with payment received by April 13th;  $225 for registrations with payment received after April 14th.  To receive a $10 discount for the in-person program, register online. 

Seniors may register for $50 on in-person programs (late fees apply) and members licensed 2 years or less may register for $75 for in-person programs (late fees apply). 

Legal assistants and paralegals may register by calling Renee at 405-416-7029 (early $150; late $175). 

NO WALK-INS.

Registration includes continental breakfast and lunch.

This program will NOT be rebroadcast.

 

CANCELLATIONS: Cancellations will be accepted at any time prior to the seminar date; however, a $25 fee will be charged for cancellations made within four full business days of the seminar date. No requests for refunds or cancellations will be accepted on or after the seminar date.

SEMINAR MATERIALS:  The Oklahoma Bar Association is embracing a healthier and greener business environment.  Therefore, seminar materials will be provided in electronic format in a separate email prior to the program.   If you choose to have a printed version of the materials, prior to the sessions you can download and print them. If you would like a hard copy of the materials, there will be a $25 charge, please call Renee at 405-416-7029.

Featuring one of the nation’s best legal technology teachers -

Barron K. Henley, Esq.

Are you tired of wrestling with Word every time you have to draft something more complex than a letter?  Do you wish you could control Word’s formatting and gain a better understanding of how it works?  Do you miss WordPerfect?  If the answer to any of these questions is yes, this is your class!  Word classes designed for the general public just don’t address the issues legal professionals face when drafting legal instruments.  By contrast, this class is designed by lawyers, for lawyers.  In this seminar, you’ll learn the right way to set up complex legal documents and how to avoid the formatting problems and delays you’re probably used to encountering.   Barron will answer any attendee questions for an entire week after the seminar, and he encourages you to let him help you (it's free)!  
 
Attendees will also receive 4 complex sample templates that can be downloaded as complex formatting examples (joint venture agreement, lease agreement, pleading & trust agreement).

WHO SHOULD ATTEND?

Any lawyer or support staff who wants to conquer Word and stop fighting with it. Even if you feel you’re already a Word expert, you WILL learn something.

SHOULD I BRING MY LAPTOP?

Yes, we’ll make the sample files we use in the class exercises available in advance as a download, so you can follow along with the exercises in class.

WHAT VERSION OF WORD WILL BE TAUGHT?

The class will be taught using Word for Windows 2016, but the course materials will cover Word 2007, 2010, 2013, 2016, and Word for Mac 2011 and 2016.

9:00

 

Fixing Word's Default Settings, Customizing the Interface and Basic Editing

·        Understanding and customizing Word's interface

·        Permanently fixing Word's default formatting (font, paragraph & section)

·        Role of the default template (Normal.dotm) and how to customize it

·        Fixing Word's programmatical default settings - the key to making Word usable

·        Document view options

·        De-corrupting documents

·        Long document navigation tools

·        Methods for text blocking

·        Cut, copy & paste - how to strip off unwanted formatting, using Word's multiple clipboards

·        Advanced find, find & replace and the go-to function

10:00

Proofing, Font and Paragraph Formatting Fundamentals

·        Proofing - spellcheck, auto correct, grammar check & thesaurus

·        Explanation of Word's tripartite approach to formatting (font, paragraph & section)

·        Format painter - how to use one of Word's most powerful formatting tools

·        How to strip formatting from wayward text, controlling the formatting defaults for a particular document

·        Font formatting techniques

·        Paragraph formatting

Alignment & line spacing

Automatic paragraph spacing

Avoiding inappropriate page breaks by holding headings, text and paragraphs together

    Tabs - types, how they are used, best practices for signature lines

    Indents - shifting text left or right while maintaining proper alignment

    Borders & shading

10:30

Break

10:45

Proofing, Font and Paragraph Formatting Fundamentals (continued)

11:00

Automatic Paragraph Numbering, Complex Page Numbering and Introduction to Styles

·        Automatic paragraph numbering - bullets, single level numbering and multi-level list numbering

·        Section (whole document) formatting attributes

·        Headers & footers

·        Complex page numbering (start over, stop in the middle of a document, switching from Romanettes to Arabic in the same document, etc.)

·        The most important feature of Word:  Styles - why you must learn to control them, what they are & how they work, how to control them, copying styles from one document to another, using the style organizer & style inspector.

12:00

Lunch

12:30

Advanced Styles with Automatic Paragraph Numbering

·        Using styles and controlling which ones appear in the document

·        Connecting automatic paragraph numbering with styles

·        Rebuilding train-wreck documents so they work perfectly

2:45

Break

3:00

Tables of Contents and Authorities, Paragraph Cross References and Document Automation

·        Tables of contents which automatically generate and update

·        Tables of authorities which automatically generate and update

·        Paragraph cross references which automatically update

·        Document automation using macros, AutoText and Mail Merge

4:00

Protecting Work Product

·        Redlining, tracking changes & comments

·        Protecting documents to prevent editing; adding passwords to open

4:30

Adjourn

 

Webcast Available: The OKC program will also be webcast

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