Becoming a Power User of MS Word and Excel: A Paralegal's Guide

Agenda / Content Covered

1. Making Microsoft Word Support the Needs of the Law Office Professional
   10:00 - 11:00, Susan Adams
   1. Navigating Within the Latest Enhancements
   2. Standardizing the Legal Desktop
   3. Customizing the Quick Access Toolbar
   4. Utilizing AutoText and Building Blocks
   5. Publishing and Collaborating Within Word
   6. Incorporating Shortcut Keystrokes
   7. Developing Templates
   8. Customization of Word for the Legal Environment
2. Becoming a Power User With Microsoft Word
   11:15 - 12:15, Susan Adams
   1. Tracking Changes, Blacklining, and Merging Documents
   2. Word Formatting and Preserving Formats
   3. Managing Long Documents
   4. Advanced Formatting Tips and Tricks
   5. Word Tables - What You Don't Know
   6. File Conversion and Formatting Within Word
   7. Practical Applications Within the Law Office
3. Unleashing the Power of MS Excel for the Law Office
   12:15 - 1:15, Ashley Sundin
   1. Designing the Excel Spreadsheet
   2. Customizing the Quick Access Toolbar (QAT)
   3. Organizing and Reviewing Data
   4. Naming, Coloring, and Formatting Spreadsheets
   5. Implementing Quick Tricks and Useful Keystrokes to Streamline Functions and Tasks
   6. Importing and Formatting Data into Excel
   7. Copying, Pasting, or Embedding Excel Data Into Other Applications
   8. Creating Hyperlinks to Worksheets or Other Files
   9. Leveraging Excel and Word Mail Merge Features to Create Completed Forms or Documents
4. Utilizing Advanced Excel Features In Your Spreadsheet
   1:45 - 2:30, Ashley Sundin
   1. Protecting Worksheets and Workbooks In Excel
   2. Creating Compound Formulas
   3. Flagging Inconsistent Formulas
   4. Utilizing Pivot Tables and Pivot Charts
   5. Consolidating (Summing Through) Worksheets
   6. Auditing a Worksheet
   7. Useful Functions That Will Make Your Life Easier
   8. Useful Excel Applications for the Law Office
5. Leveraging Critical Collaboration Techniques for the Law Office Environment
   2:30 - 3:30, Jack R. Luellen
   1. Harnessing the Power of PDF
      1. Software Options
      2. Hardware Requirements and Functionality
      3. Creating Searchable PDF Files
      4. Working With PDF Files
      5. Capitalizing on Key PDF Features Within Your Legal Documents
      6. Secure Collaboration Using PDF Files
      7. Creating Interactive PDF Forms
   2. Using Microsoft OneNote to Improve Collaboration
      1. Microsoft Office's Best-Kept Secret: Using OneNote to Improve Collaboration
      2. Creating an Electronic Notebook
      3. Organizing and Memorializing Your Notes
      4. Updating and Accessing Your Electronic Notes
   3. Instituting Secure File Collaboration Within the Law Office
      1. Addressing Metadata Concerns
      2. Protecting Documents/Worksheets
      3. Trending Secure File-Sharing Products
6. Incorporating Effective Organizational Tools and Techniques Within Microsoft Outlook for the Law Office Practice
   3:45 - 4:30, Jack R. Luellen
   1. Managing Your Inbox: Proactive Email Management Time-Saving Tips
   2. Maintaining Your Calendar
   3. Leveraging Your Contacts Lists
   4. Utilizing the Tasks Feature
   5. E-Mail/Mobile Device Security Tips
7. Bringing Awareness of Trending Technology Products for Law Office
   4:30 - 5:00, Jack R. Luellen
   1. Document Comparison Systems
   2. Document Management Systems
   3. Document Formatting and Repair Tools

SUSAN ADAMS is the help desk & training coordinator at Gallagher & Kennedy. She has worked in the legal industry for more than 35 years, with more than 15 years in technical training and trial support. Ms. Adams received her B.S. degree in business administration, with an emphasis on information technology from the University of Phoenix.

JACK R. LUELLEN is a principal of Dickie, McCamey & Chilcote, PC, and the location chair of the Denver office, where his practice is primarily dedicated to oil and gas law, with a particular emphasis on litigation. Mr. Luellen earned his B.S. degree, with distinction, from Colorado State University; and his J.D. degree, cum laude, from the University of Minnesota Law School. Mr. Luellen is admitted to practice in California, Colorado, Utah, and North Dakota. He is a member of the Rocky Mountain Mineral Law Foundation and Energy Mineral Law Foundation.

ASHLEY SUNDIN is a research analyst in the Seattle office of K&L Gates LLP. Prior to her position at K&L Gates LLP, she was the head of public services librarian at the Gonzaga University Chastek Law Library. Ms. Sundin has been an active member of the Washington State Bar Association since 2013. She has spoken on cost-effective and computer assisted legal research, and has previously presented on Microsoft Office and Adobe for Lawyers. Ms. Sundin earned her B.S. degree from Washington State University; her J.D. degree from Seattle University School of Law, Master of Library and Information Science with a specialization in law librarianship from the University of Washington; and her Master of Business Administration from Gonzaga University.