Fill Out a Valid Wisconsin Cle 2 Template Edit Form Online

Fill Out a Valid Wisconsin Cle 2 Template

The Wisconsin CLE 2 form is a request for approval of continuing legal education activities. This form is essential for organizations seeking to provide educational programs that meet the state's mandatory CLE requirements. If you're ready to get started, fill out the form by clicking the button below.

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The Wisconsin CLE 2 form serves as a vital tool for legal professionals seeking to fulfill their continuing legal education (CLE) requirements. This form is specifically designed for organizations sponsoring educational activities aimed at enhancing the professional competence of lawyers. It requires detailed information about the course, including the title, dates, and location, as well as the methods of presentation. Organizations must provide a comprehensive description of the materials to be distributed and indicate the expected number of attendees. The form also emphasizes the importance of legal ethics and professional responsibility, requiring sponsors to identify specific portions of the program dedicated to these topics. Additionally, it outlines the necessary attachments, such as a course outline and faculty credentials, that must accompany the application. The Board of Bar Examiners reviews the submitted forms and typically renders a decision within two weeks, ensuring that the educational activities meet the standards set forth by the Supreme Court of Wisconsin. Understanding the nuances of the Wisconsin CLE 2 form is essential for sponsors and attendees alike, as it facilitates the ongoing education that is crucial for maintaining a competent legal profession.

Listed Questions and Answers

  1. What is the Wisconsin CLE 2 form?

    The Wisconsin CLE 2 form, also known as the Course Approval Form, is a document used to request approval for a continuing legal education (CLE) activity. This form is essential for organizations that wish to offer CLE credits to attorneys in Wisconsin. By submitting this form, the sponsoring organization can have their educational programs evaluated for compliance with the Wisconsin mandatory CLE requirements.

  2. Who should fill out the CLE 2 form?

    The CLE 2 form should be completed by the organization sponsoring the CLE activity, not by an individual attorney. This means that the name and address listed on the form must reflect the organization responsible for hosting the event. It's important to provide accurate contact information to ensure smooth communication with the Board of Bar Examiners.

  3. What information is required on the CLE 2 form?

    The form requires several key pieces of information, including:

    • The name and address of the sponsoring organization.
    • The title and date of the educational activity.
    • The methods of presentation (e.g., in-person, teleconference, on-demand).
    • The target audience for the event.
    • A detailed description of the materials to be distributed, along with the total minutes of instruction.

    Additionally, attachments such as a timetable, course outline, and faculty credentials are necessary for a complete submission.

  4. How long does it take to get approval for a CLE activity?

    Typically, the Board of Bar Examiners makes a decision within two weeks of receiving the CLE 2 form. However, if the form is incomplete or submitted during peak times (like November to January), the review process may take longer. To expedite the approval, ensure that all required information and attachments are included when submitting the form.

  5. What happens if the CLE activity is approved?

    If the Board approves the CLE activity, the sponsoring organization will receive a notice confirming the number of CLE hours granted. This approval allows attorneys to earn credits towards their mandatory CLE requirements. It's crucial for the organization to maintain a list of attendees and submit it to the Board after the event, or alternatively, provide certificates of attendance for participants.

Key takeaways

When filling out and using the Wisconsin CLE 2 form, consider the following key takeaways:

  • Complete Each Section: Ensure that all sections of the form are filled out accurately, including the name and address of the sponsoring organization.
  • Provide Detailed Information: Include a clear title for the educational activity, along with the dates and locations where it will take place.
  • Method of Presentation: Check all applicable methods of presentation, such as live webcast or teleconference, to provide a complete picture of the activity.
  • Target Audience: Clearly specify the intended audience for the activity, indicating whether it is aimed at lawyers or others.
  • Attach Required Materials: Submit all required attachments, including a timetable, course outline, and faculty credentials, to avoid delays in approval.
  • Identify EPR Content: Clearly identify portions of the program that cover legal ethics and professional responsibility, as these are critical for approval.
  • Submission Limitations: Remember that fax submissions must be limited to 10 pages to be accepted.
  • Timely Submission: Submit the form well in advance, as approval decisions can take up to two weeks, especially during peak periods.
  • Compliance Reporting: After attending approved activities, lawyers must report their attendance on the CLE Form 1 by the designated deadlines.

By following these guidelines, you can navigate the process more smoothly and ensure that your continuing legal education activities are properly approved.

Document Overview

Fact Name Details
Governing Law The Wisconsin CLE 2 form is governed by SCR Chapter 31 and related Board rules.
Purpose This form is used to request approval for continuing legal education (CLE) activities.
Submitting Authority The form is submitted to the Board of Bar Examiners, which operates under the Supreme Court of Wisconsin.
Contact Information The Board can be reached at 110 E. Main St., Suite 715, Madison, WI 53701-2748.
Approval Timeline Decisions on course approval are typically made within two weeks of submission.
Submission Limit Fax submissions must be limited to 10 pages or less.
Required Attachments Applicants must include a timetable, a table of contents, and faculty credentials with their submission.
Legal Ethics Requirement Programs must clearly identify portions dedicated to legal ethics and professional responsibility, lasting at least one hour.
Attendance Documentation While sponsors maintain attendance lists, certificates of attendance may be submitted instead.
Double Credit Instructors of approved courses can receive double the CLE hours for each portion they teach.

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Misconceptions

  • Misconception 1: The CLE 2 form is only for in-person events.
  • This form can be used for various types of educational activities, including teleconferences, live webcasts, and on-demand presentations. It accommodates diverse learning formats.

  • Misconception 2: All educational activities automatically qualify for CLE credit.
  • Not every event qualifies for CLE credit. The Board of Bar Examiners reviews each application to ensure it meets specific criteria related to legal education.

  • Misconception 3: Submitting the form late will not affect the approval process.
  • Timeliness is crucial. Submitting the CLE 2 form during peak times or late can delay the approval decision significantly, potentially impacting your ability to meet CLE requirements.

  • Misconception 4: Only the organizer needs to complete the CLE 2 form.
  • While the organizer submits the form, individual lawyers must also report their attendance using the Report of Compliance (CLE Form 1) to receive credit.

  • Misconception 5: There is no limit to the number of pages that can be faxed with the CLE 2 form.
  • The submission must be limited to 10 pages or less. This helps ensure that the review process is efficient and manageable for the Board.

  • Misconception 6: The Board of Bar Examiners provides transcripts of CLE courses attended.
  • The Board does not maintain transcripts. It is the responsibility of individual lawyers to keep track of their attendance and report it accurately.

  • Misconception 7: You can submit any materials with the CLE 2 form.
  • Only specific types of materials are accepted. A timetable, course outline, and faculty credentials are required to support the application effectively.

  • Misconception 8: The CLE 2 form can be submitted without any supporting documentation.
  • Submitting the form without the required attachments can lead to denial of approval. It’s essential to include all necessary documentation to facilitate a smooth review process.

Form Sample

COURSE APPROVAL FORM – GENERAL

CLE FORM 2

REQUEST FOR APPROVAL OF CONTINUING

LEGAL EDUCATION ACTIVITY

SUPREME COURT OF WISCONSIN

BOARD OF BAR EXAMINERS

110 E. Main St., Suite 715

P.O. Box 2748

MADISON, WI 53701-2748

TELEPHONE: (608) 266-9760

FAX:

(608) 266-1196 (LIMIT 10 PAGES)

PRINT OR TYPE THIS APPLICATION

SEE REVERSE FOR INFORMATION AND INSTRUCTIONS

1.Name and address of organization sponsoring the activity (not the name of the person applying):

Association of Corporate Counsel

1025 Connecticut Ave., NW, Suite 200

Washington, DC 20036

2.Phone number of provider/sponsor:

202 293-4103 (_______)____________________________________

3.Title of the educational activity:

NOTICE OF DECISION

(To be completed by the Board of Bar Examiners.)

The following action has been taken on this application:

 APPROVED for

 

 

 

 

 

CLE hours.

 

This total includes

 

 

EPR hours;

 

GAL hours:

 

Minor GAL hours;

 

 

Family GAL hours;

 

Adult GAL hours

CLE / EPR / M-GAL / F-GAL /A-GAL APPROVAL DENIED. Reference ______________________________________

_______________________________________________

BBE Staff

 

Date______________

 

 

 

 

NOTE: Please provide the title of the entire conference/seminar/etc., not the title of a topic or a portion of the activity.

4.

Date(s):

 

5. Location(s): ___________________________________________

 

 

 

(city & state; teleconference; live webcast; on-demand)

6.Method(s) of presentation (check all that apply):

 

faculty in room with participants

 teleconference

on-demand (must include

 

video conference

 live webcast

date of original, live

 

video/audio tape presentation with moderator --

name of moderator_____________________

program)_____________________

7.

Advertised to (target audience):  Lawyers

 Others -- specify:____________________________________

8.Number of attorneys expected to attend:

9.Description of materials to be distributed:

total pages __________  printed  electronic media

 downloaded from web When are materials distributed/available?

before program  at program  other

10.REQUIRED ATTACHMENTS to this application:

a.time schedule (brochure, course outline, course description)

b.table of contents or equivalent

c.faculty name(s) and credentials (if not in

brochure or description)

NOTE: Materials will be returned if a postpaid envelope is enclosed at the time the materials are submitted.

Total expected attendance: _____________

11.Total minutes of instruction (not including breaks, meals, or introductory remarks): ____________________________

12.Legal ethics and professional responsibility (EPR)t:

a.Identify portions of the activity devoted to EPR on the materials attached per Question 10.

b.Total minutes of EPR: ____________________________

13.Guardian ad litem (GAL) education:

a.On the materials attached per Question 10, identify the portions of the activity designed to increase attendee's professional competence to act as GAL as follows:

b.Total minutes of GAL: _____Minor_____Family ____Adult

14. Submitted by:  employee of sponsor/provider  individual submittee

__________________________________________________________________________________________________________________

Name of Person Applying (type or print) and Title (only if employee of sponsor) DateSignature

____________________________________________________________________________________(______)_______________________

Address

City/State/Zip

(area code) Phone

BE-402, 05/08 Request for Approval of Continuing Legal Education Activity

HOW TO SECURE APPROVAL OF A COURSE FOR USE TOWARD THE

WISCONSIN MANDATORY CONTINUING LEGAL EDUCATION (CLE) REQUIREMENT

The Wisconsin mandatory CLE requirement is administered by the Board of Bar Examiners, an agency of the Supreme Court of Wisconsin, with staff offices at Suite 715 Tenney Building; 110 East Main Street; Madison, WI 53703-3328. SCR Chapter 31 and duly adopted Board rules govern the Wisconsin CLE program. The information and instructions below are intended to guide completion of the CLE Course Approval Form – General (Form 2), not as substitutes for the rules themselves. Copies of SCR Chapter 31 and its Appendix are available at: www.wicourts.gov.

A course approval form should be completed for each activity to be considered by the Board for approval for use toward the CLE requirement. The form may be duplicated as needed. An approval decision is usually made within two weeks; it will take longer if the request is not complete, or if the course approval form is submitted during the CLE seasonal peak (November-January). Please note that course approval forms arriving at the Board office with Report of Compliance (CLE Form 1*) will be separated and processed independently.

In order to make an approval decision the following must be provided:

A timetable or agenda whereby a credit determination may be made. It should include a precise breakdown of the actual starting and ending times of the activity, including the starting and ending times of breaks, opening remarks, meals and keynote speeches.

A complete description of the written materials distributed to participants, or a copy thereof. (Materials will be returned if a postpaid envelope is enclosed.) If it is not clear whether all portions of the program were supported by written materials, an annotated agenda may be submitted.

An indication as to whom the activity was offered. If it is not apparent that the objective was legal education, or if it appears to be geared to a general audience, include a statement as to how it increased the competence of lawyers who attended.

Also, please note:

Fax submissions of requests for CLE credit must be limited to 10 pages or less.

As Wisconsin lawyers are obligated to satisfy a three-hour legal ethics and professional responsibility requirement biennially, it is necessary to clearly identify those programs, or portions of programs, lasting at least one continuous hour (50 minutes) on this topic.

Copies of SCR Chapter 35 and 36, which set forth education requirement for lawyers who accept appointments by a court as guardian ad litem for a minor or an adult, are available at www.wicourts.gov.

Lawyers who teach approved courses are entitled to double the number of hours approved for each portion taught.

Although sponsors are required by the rules governing the Wisconsin CLE requirement to maintain a list of Wisconsin lawyers attending approved activities and to transmit the list to the Board following the presentation of the course, the Board will accept certificates of attendance in lieu of a complete attendance list.

*The Board of Bar Examiners does not maintain a transcript of CLE courses attended by lawyers. In order to receive credit for attendance at approved activities for use toward the Wisconsin CLE requirement, individual lawyers must report their hours of actual attendance (not to exceed the amount approved) on a timely filed Report of Compliance (CLE Form 1). Wisconsin lawyers admitted in even-numbered years must file a CLE Form 1 evidencing compliance by December 31 every even-numbered year; Wisconsin lawyers admitted in odd-numbered years, by December 31 every odd-numbered year. CLE Form 1s are mailed from the Board of Bar Examiners approximately three months before the end of each attorney's reporting period.

BE-402, 05/08 Request for Approval of Continuing Legal Education Activity