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The Wisconsin CLE 2 form is an essential tool for legal professionals seeking to fulfill their continuing legal education (CLE) requirements in Wisconsin. This form, officially known as the Course Approval Form, is submitted to the Board of Bar Examiners, which operates under the Supreme Court of Wisconsin. It serves as a request for approval of various educational activities aimed at enhancing the skills and knowledge of attorneys. Key components of the form include details about the sponsoring organization, the title and date of the activity, and the expected number of attendees. Additionally, the form requires information on the methods of presentation, the materials to be distributed, and any specific educational topics covered, such as legal ethics and professional responsibility. The process is designed to ensure that all activities meet the standards set forth by the Board, allowing for timely approval, typically within two weeks, provided all necessary information is submitted correctly. Understanding the intricacies of this form is crucial for compliance with Wisconsin's mandatory CLE requirements, which lawyers must adhere to biennially.

Form Example

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

Document Specs

Fact Name Fact Description
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 activities in Wisconsin.
Submission Limit Fax submissions must not exceed 10 pages.
Approval Timeline Approval decisions are typically made within two weeks, barring any incomplete requests.
Ethics Requirement Lawyers must complete a three-hour legal ethics and professional responsibility requirement biennially.
Materials Description A complete description of materials distributed to participants must be included with the application.
Attendance Reporting Sponsors must maintain a list of Wisconsin lawyers attending approved activities and submit it to the Board.
Form Duplication The CLE 2 form can be duplicated as needed for each activity requiring approval.
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