Chapter Leadership Institute (CLI)

Your current and future leaders are the backbone of your chapter’s success. You want to make sure they have the tools they need to succeed. In this session, you’ll unpack communication and connections — the building blocks for highly successful teams that get things done. You’ll examine how to recognize and adapt to communication styles to empower your team and enhance their connections with one another and your members. You’ll go beyond great communication to delve into human interactions. You’ll find better ways to build relationships and manage the daily stress of constant change and shifting priorities. By the end of the session, you’ll possess these and other skills that will help you take your chapter to the next level.

Objectives:

• Define your team and hold it accountable.
• Recognize communication styles and identify your own style.
• Prepare to build and enhance meaningful interactions.

Debbie Foster Managing Partner Affinity Consulting Group

Other Information:

• CLM® Application Credit: 1 hour of Organizational Development.
• CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfil the CLM application.
• CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR).

Craps is a negative expectation game, meaning you’re more likely to lose than you are to win. It’s a game of luck, and luck is short-term. In contrast, the return on your chapter’s DEIA investment has long-term and exponential pay offs for your members. In this session, you’ll examine the short-term mindset of winning big at diversity and learn how to weave diversity, equity, inclusion and accessibility initiatives into a long-term plan with great odds for winning big.

Objectives:

• Employ the magic number of seven in DEIA: cultural, racial, religious, age, gender identity, sexual orientation and disability.
• Demonstrate equity in membership.
• Recognize how like-minded local organizations outside of legal might have as much to win by your chapter’s DEIA efforts as you do.
• Explain diversity falsehoods and proactively negate them.
• Compose a diversity statement and use it when recruiting new members.
• Assess how inclusive your chapter appears to be to your members and potential members.
• Devise ways to include other legal organizations and business partners in your DEIA efforts.  

Melissa Hirst, MSLA Chief Operating Officer Altitude Community Law PC

Holly K. Pulido Chief Operating Officer Slack Davis Sanger LLP

Other Information:

• CLM® Application Credit: 1 hour of Organizational Development.
• CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfil the CLM application.
• CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR).

Many chapters today have four-plus generations of members and are finding the “way we’ve always done it” is not working anymore. In this session, you’ll rethink who your members are and who you want — and need — to attract to keep the chapter going. You’ll explore, at a high level, ways to stay relevant. You’ll address how to recruit new members, utilize other professional organizations, think outside your current geographic footprint and refresh your chapter’s image. In addition, you’ll tackle chapter communication alternatives to the traditional listserv, the effective use of social media, promoting the ALA's Online Community chapter events, the use of technology to host hybrid meetings, pop-up events, and partnering with other like-minded organizations.

Objectives:

• Apply a strengths, weakness, opportunities and threat (SWOT) analysis to identify your chapter’s strengths and areas for improvement.
• Show how to effectively get buy-in from current and legacy members on new and changing initiatives.
• Collect ideas from other chapter leaders on how to innovatively recruit, engage and communicate with members.

Elyssa A. Goldstein, CLM, PHR, SHRM-CP Firm Administrator Rebenack, Aronow & Mascolo, LLP

Jessica L. VanTroost Strategic Operations Administrator McGlinchey Stafford, PLLC

Other Information:

• CLM® Application Credit: 1 hour of Organizational Development.
• CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfil the CLM application.
• CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR).

Building and maintaining a level of trust, along with an understanding of subject-matter expertise, can allow you to foster a long-term, mutually beneficial relationship with a business partner. This panel-discussion format session will focus on the impact business partners can make in your chapter, identify best practices for elevating relationships with our business partners and provide an open forum for questions and discussion.

Concurrent Idea Exchanges

12:30–1:30 p.m.
Networking Lunch with Table Topics
Location/Room: Skyview 5

Concurrent Breakout Sessions

Eric Hoffmaster Chief Operating Officer Innovative Computing Systems	Lydia Flocchini, J.D Chief Marketing Officer SurePoint Technologies
Rob Joyner Chief Revenue Officer Centerbase, LLC	Alan Wilson National Program Director GLJ Benefit Consultants (GLJBC)
Moderator: Amanda R. Koplos, CLM, CPA Chief Executive Director Shuffield Lowman & Wilson, PA

Debra L. Elsbury, CLM Firm Administrator Threlkeld Stevenson

Other Information:

• CLM® Application Credit: 1 hour of Organizational Development.
• CLM® Application Credit for Functional Specialists: 1 hour in the subject area of Human Resources Management (HR) towards the additional hours required of some Functional Specialists to fulfil the CLM application.
• CLM® Recertification Credit: 1 hour in the subject area of Human Resources Management (HR).

This interactive discussion will provide insight into the Professional Development Advisory Committee (PDAC) and Product and Services Review Committee (PSRC). Learn how the committees access data, monitor tends, and assess product and services offered by ALA to chapters and members. 

Objectives:

• Describe how PDAC and PSRC collaborate with ALA and Members.
• Identify the tools and resources that Chapters can use in identifying current topics.
• Discover ALA’s online resources.
• Identify the PSRC’s rating scorecard and how to use at a Chapter level.

Daniel J. McCormack, CLM, MBA, ACC, Chief Executive Officer and Founder Dan McCormack & Associates, LLC	Shelley A. Strong Office Administrator — Western Region Team Lead Littler Mendelson P.C.
Lisa V. Fox Director of Operations and Finance Pines Bach LLP	Summer S. Jurrells, PHR, SHRM-CP Office Administrator | Practice Support Team Manager Husch Blackwell LLP

How and why should you leverage organizational pricing to expand the size of your chapter? In this session, you’ll learn this step not only increases the size of your chapter, but also allows for a wider membership of firms to join the ALA and get involved. In addition, you’ll see how bringing in fewer senior members of the firm will allow for your chapter to create a pathway for more engagement.

Objectives:

• Evaluate organizational pricing at the chapter level.
• Point out how junior staff of the chapter’s firms can get involved with the ALA.
• Extend into non traditional departments and roles within the firms, such as IT, e-discovery, c entral services and records management.
• Explain how to expand the breadth of business partner opportunities to generate more sponsorships.

Joseph P. Anderson, MSLA Director of Information Technology Miller Johnson

Come learn what some recent chapter past presidents wish they had known before they started their chapter presidency. You will have an opportunity to get a leg up and learn from others who have been in your shoes. Bring your questions!

Panelists: Sarah E. Cramer Director of Human Resources Baker Sterchi Cowden & Rice, LLC	Terri D. Moore-Natal,SPHR Firm Manager Holzer Patel Drennan
Carrie Valenzuela, MBA Branch Office Manager Meagher & Geer, PLLP	Moderator: Eric L. Hightower, CLM, MBA, SPHR Wright Constable & Skeen, LLP Husch Blackwell LLP