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Chapter Leadership Institute (CLI)

 

Thank you to our 2023 ALA CLI Sponsors


THANK YOU FOR ATTENDING #ALACLI23

Whether you currently hold a volunteer role within your chapter or are considering one, look no further than this educational event.
Join representatives from nearly 60 ALA chapters at the 2023 Chapter Leadership Institute (CLI) taking place from Thursday, July 20, through Saturday, July 22, at the JW Marriott in New Orleans, Louisiana.

Come network and collaborate with current and new chapter officers, individuals interested in becoming a chapter officer, and members of ALA’s Board of Directors and Chapter Resource Team.

Please direct any additional questions about ALA’s Chapter Leadership Institute to [email protected].


SCHEDULE AND SPEAKERS

Connect with your ALA peers at these special networking events:

  • Welcome Reception | Thursday, July 20
  • Networking Reception | Friday, July 21

Attendees will discuss and share best practices in membership growth, engagement, finances, inclusiveness, business partner relationships and much more.


CLM CREDITS

Certain sessions offered at the Chapter Leadership Institute will qualify for Certified Legal Manager (CLM)® application and/or recertification credit and/or other continuing education credits.

Sessions with the following icons are applicable to the CLM and SHRM credits as per the schedule of events. All CLM-credited sessions account for 1 hour.

Not yet a CLM? Act now to demonstrate your mastery of the knowledge, skills and ability to operate at a high level of expertise in the field of legal management with ALA’s Certified Legal Manager (CLM)® program.

Questions? Contact [email protected].


SPONSORSHIP OPPORTUNITIES

Make an impression with ALA chapter leaders! ALA encourages its business partners to get involved in this high-impact ALA event, featuring leaders from across ALA’s 89 chapters. Any business partner interested in CLI sponsorship or other opportunities should contact [email protected] for details.


#ShowMeYourSocial: The Evolution of JaxALA | Friday, July 21 at 2:15 p.m.


BP-ology: The Science of ALA Chapters and Business Partner Programs for Nonmajors | Friday, July 21 at 10:30 a.m.

Speakers


Brian G. Aitchison
Director of Intellectual Property Operations
Lewis Roca Rothgerber Christie LLP

Brian G. Aitchison has more than 30 years’ experience in IP prosecution. Aitchison has a deep background in IP operations and understands the combined utilization of people, process and technology to maximize process efficiency, mitigate risk and provide stellar service to clients. He has experience in providing services related to assessments of IP operations, recommendations for process improvements and the implementation of IP software and automation.

Daniel W. Auer
Firm Administrator
Hauptman Ham, LLP

Daniel W. Auer is Firm Administrator at Hauptman Ham, LLP, an intellectual property firm. In this capacity, he is responsible for managing the overall administration and operations of the firm, including supervising all staff who don’t practice law. Prior to joining Hauptman Ham, Auer was a federal agent for over 33 years, serving in senior leadership positions since November 2001. His final assignment before retiring from federal service was Chief of the Leadership Training Division for the Federal Law Enforcement Training Centers (FLETC) within the Department of Homeland Security. In this role, he was the Senior Manager responsible for the overall development, delivery and administration of the FLETC’s leadership training programs and research.

Coalton S. Bennett, Ph.D.
Senior Patent Agent
McCarter & English, LLP

Coalton Bennett is a senior patent agent at McCarter & English. He has eleven years of patent prosecution and counseling experience. Over the course of his career, he has prosecuted applications both domestically and internationally for large high-tech companies as well as large pharmaceutical and medical device companies. Prior to his career as a patent agent, Coalton was a member of the Technical staff at MIT Lincoln Laboratory. Before that he pursued his PhD in electrical engineering at Cornell University.

Stacey A. L. Best, Esq.
Executive Director
Lawyers Concerned for Lawyers, Inc.

Stacey A. L. Best, Esq. is responsible for the strategic direction, daily operations and management of the staff of Lawyers Concerned for Lawyers and Law Office Management Assistance Program (LOMAP). Best represents and participates with key stakeholders at various agencies and committees of the Supreme Judicial Court (SJC), including the SJC Standing Committee on Lawyer Well–Being, the Board of Bar Overseers (BBO) and the Standing Advisory Committee on Professionalism to improve the quality of the legal profession. Most recently, Best served as the Acting Director of Diversity, Equity and Inclusion at the BBO where she investigated alleged violations of the Rules of Professional Conduct and litigated all stages of the disciplinary proceedings including all appeals.

Micheal Binns, Esq.
Head of Patents & Trade Secrets
Meta

Micheal Binns, Esq., is Head of Patent Portfolio Strategy for Meta’s Patents & Trade Secrets. He chairs Meta’s Black@Legal affinity group, which focuses on ensuring an equitable experience for diverse employees in the legal department. He is a Founder and board member of ADAPT, a diversity, equity and inclusion collective; the board chair of Page Turners Make Great Learners in Atlanta; a board member on the National Council on Patent Practicum; and a trustee on the Foundation for Advancement of Diversity in IP Law.

Ericka R. Brundage
Legal Assistant Support Manager
Merchant & Gould, PC

Ericka Brundage is Merchant & Gould’s Legal Assistant Support Manager and Diversity Committee Chair. She ensures procedures and processes are consistent, all attorney and non-attorney professionals are supported to provide excellent client service and facilitates a community of belonging in the workplace.

She believes team collaboration and diversity of thought are the keys to success and strives toward increased diversity within Intellectual Property throughout the legal industry.

Christopher Burger
Executive Vice President of Customer Service
Trexo Global

Christopher Burger is a seasoned business executive with more than 15 years of experience in intellectual property (IP). Burger helps law firms across the United States better manage their patent and trademark prosecution operations groups. He is responsible for ensuring the successful delivery, implementation and use of Trexo Global products and services to customers and ensuring they address their business priorities. Before Trexo Global, Burger held various leadership positions spanning sales, business development, channel partnerships and customer success at companies, including CPA Global, Clarivate and Xerox.

Richard Fernandez
eMod Project Manager
United States Patent and Trademark Office

Richard Fernandez is an eMod Project Manager at the United States Patent and Trademark Office (USPTO). In this role, Fernandez oversees the development of the new tool to replace EFS-Web and the Patent Application Information Retrieval (PAIR) system. He has extensive experience working with the Patent Electronic Business Center and currently serves as the manager of the entire call center. Fernandez received a bachelor’s degree in information systems from the University of Maryland Baltimore County in 2001 and started working at the USPTO in 2009.

James D. Hallenbeck, JD
President and Chief Executive Officer
Black Hills IP, LLC

James D. Hallenbeck, JD, is President and Chief Executive Officer of Black Hills IP, LLC. A patent attorney with more than 20 years of experience, Hallenbeck focuses on patent portfolio construction and prosecution in various technology areas including complex computer software systems and intellectual property (IP) operations. He also worked as a software engineer and analyst, designing and developing global software systems supporting a wide range of industries including financial services, automotive and insurance.

Joshua Hauser
New Applications Manager and Chair of the Finance Subcommittee of Patent Pathways
Harrity & Harrity LLP

Joshua Hauser is the New Applications Manager at Harrity with more than 15 years of experience in the IP field. He is a founding member of the Patent Pathways Diversity Committee, chairs the Finance Subcommittee and has actively contributed toward shaping and developing the program since its inception. During his three-plus years with Harrity, he has been awarded the Firm Contributor Award, the Teamwork Core Value Award and created a Sustainable Solutions Green Committee at the firm to tackle pressing environmental issues.

Fiona Trevelyan Hornblower
President and Chief Executive Officer
The NALP Foundation

Fiona Trevelyan Hornblower provides leadership for the National Association for Law Placement (NALP) Foundation’s mission to improve the quality and delivery of legal services through research, education and the expansion of diversity within the legal profession. She has held numerous leadership positions in both national and local legal and recruiting organizations, including NALP and the American Bar Association (ABA). She regularly publishes and speaks on a wide variety of issues in the legal profession.

Sherri Jarrell
IP Practice Group Manager
Womble Bond Dickinson (US) LLP

Sherri Jarrell has 28 years of legal experience with 16 of those concentrated in IP. She has experience as both an assistant on the admin side of the practice group and as a Paralegal in Patent and Trademark Prosecution as well as IP Litigation. In 2022, she joined Womble Bond Dickinson (US) LLP as the IP Practice Group Manager.

Bob Karau
Credit and Collections
Merchant & Gould P.C.

Bob Karau is a dynamic communicator who managed credit and collections for three national firms and a Fortune 500 Corporation. Karau is a contributing author to the 2019, 2020 and 2022 editions of the NACM Manual of Credit and Commercial Laws. He is also President of his local Credit and Financial Development Division (CFDD) of the National Association of Credit Management (NACM) and is a recipient of the CFDD Credit and Finance National Distinguished Member Achievement Award.

Danny Katz
Legal Operations Lead
Seed IP

Danny Katz is a dynamic legal operations leader with a diverse background in intellectual property (IP) law, cross-cultural communication and creative expression. With expertise in knowledge management, onboarding, mentorship and retention, Katz has spearheaded numerous projects, while fostering collaboration and driving efficiency in IP law. As a passionate advocate for inclusivity and diversity, he empowers legal professionals to unlock their full potential, navigate today's complex legal landscape and thrive in a global, interconnected environment.

Amanda R. Koplos, CLM, CPA
Executive Director
Shuffield Lowman & Wilson, PA

Amanda Koplos, CLM, CPA, is the Executive Director for Central Florida-based Shuffield, Lowman and Wilson, PA. She has 18 years of experience in law firm management at firms of multiple sizes. Legal management isn’t just a career for her; it’s a passion. In support of that passion, Koplos has been active in ALA since 2005. She has held numerous positions at the local and international levels. In May 2023, she became President-Elect of the Association.

Katlyn Lee
Customer Success Manager
Patent Bots, Inc.

Katlyn Lee joined the Patent Bots team in August 2022 as the Customer Success Manager. Previously, Lee was the Operations Manager for Edell, Shapiro & Finnan, an intellectual property law firm. In that role, she acted as the firm's primary point of contact for technology-related decisions. She has more than 10 years of experience helping law firms understand their needs, recognize the importance of technology choices on their daily operations, and streamline their legal technology platforms to achieve optimal productivity and customer satisfaction.

Ann McCrackin
Advisor
Patent Bots, Inc.

Ann McCrackin is a contractor with Patent Bots and an Adjunct Law Professor with the University of New Hampshire Franklin Pierce School of Law. Previously, McCrackin was the President of Black Hills IP. She is a legal automation, intellectual property operations and IP docketing process expert and a patent attorney with extensive experience in both domestic and international patent prosecution. McCrackin was a Professor of Law and the Director of the nationally recognized Patent Prosecution and Procedure Program at Franklin Pierce Law Center (now the University of New Hampshire Franklin Pierce School of Law). At Franklin Pierce, she directed the program and taught courses in advanced aspects of practice before the United States Patent and Trademark Office.

Miranda Mitchell
Patent Practice Supervisor
Dechert LLP

Miranda Mitchell has 11 years of experience in IP and is the Patent Practice Supervisor at Dechert LLP. She started her career as an assistant and worked her way up to a paralegal. She has extensive U.S. and foreign prosecution experience/knowledge. She currently oversees the day-to-day operations, training, and staffing for the paralegal team at Dechert.

Vaveca Moss, MHRM, SHRM-SCP, DDI
Director of Employee Relations, Talent Acquisition
Shook, Hardy & Bacon LLP

Vaveca Moss, MHRM, SHRM-SCP, DDI, is an executive with over 29 years of leadership experience in human resources. Moss is the Director of Employee Relations and Talent Acquisition at Shook, Hardy & Bacon LLP. With a master’s and bachelor’s degree in human resources management and organization development, she is a strategy-driven executive with a passion for people.

Tina Powers
IP Operations Manager
Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C.

Tina Powers has more than 20 years of experience in IP and is the Manager of IP Operations for Mintz, Levin, Cohn, Ferris, Glovsky and Popeo, P.C. Powers is responsible for the day-to-day operation of the IP practice, including staffing, technical solutions and outsourcing projects. She has worked in various roles within IP, including Chief Operating Officer of the Dennemeyer North American offices.

Kimberly Williams
Supervisory Patent Information Technology Specialist
United States Patent and Trademark Office

Schedule of Events

Thursday, July 20, 2023

3–7 p.m.
Registration Open

6–7:30 p.m.
Welcome Reception

Reconnect with your ALA colleagues and mingle with business partners while celebrating the unique culture of New Orleans at a jazz-infused networking reception.

Friday, July 21, 2023

7:30 a.m.
Registration Opens
Room: Ile de France Foyer

7:30–8:30 a.m.
Continental Breakfast and Networking
Room: Ile de France I

 

While the concept of “chapter engagement” might not seem like the most groundbreaking approach to chapter sustainability and growth, we’re doing it all wrong! Unlock what systems and approaches truly build engagement. Only through engagement do programming and events create impact. In this session, we’ll breakdown the untapped methods and tools at our disposal to create high value chapter experiences.

Julie Couret
Executive Coach

10–10:30 a.m.
Beverage & Networking Break
Room: Ile de France Foyer


Concurrent Breakout Sessions

Your accounting policies and procedures are the responsibility of every person involved with your chapter’s financial transactions. In this session, you’ll examine how to establish and maintain financial controls, no matter what the size of your chapter. You’ll review critical issues surrounding your chapter’s finances and discuss creating or updating your official financial policy.

Objectives:

  • Create, review and fine-tune your chapter’s written financial policy.
  • Examine the cybersecurity risks to your chapter and how to mitigate them.
  • Recognize how to manage chapter financials and incorporate key financial controls.
  • Identify potential risks inherent in your chapter’s financial structure.
Travis C. Armstrong, CLM, CPA
Chief Operating Officer
English Lucas Priest & Owsley, LLP
Amanda R. Koplos, CLM, CPA
Executive Director
Shuffield Lowman & Wilson, PA

Retirement? It happens to the best of us! But it doesn’t necessarily mean the loss of a valued ALA member. In this session, you’ll look at options and opportunities for retired members and Past Presidents who want to continue to participate in ALA at the chapter and international levels. You’ll take away resources and strategies that you can implement right away to keep retired members engaged.

Objectives:

  • Assess ALA demographics and identify strategies for retaining and engaging members nearing retirement and beyond.
  • Discuss ALA International’s “Retired” member classification in detail, including the benefits.
  • Explain and sample Retired member and Past President benefits at the chapter level from around the country.
  • Identify opportunities within ALA to engage retired members and Past Presidents to promote intergenerational relationships.
Kathryn S. Vidal, CLM, SHRM-CP
We're Boss
Melissa Hirst, MSLA
Chief Operating Officer
Altitude Community Law PC
Sharon L. StewartCarrie Valenzuela, MBA
Branch Officer Manager
Meagher & Geer, PLLP

As a new chapter leader, are you listening to the voices that prop you up or the voices that tear you down? The imposter syndrome and similar negative thoughts and feelings can be debilitating and keep you from succeeding. In this session, you’ll delve into real-life examples of leaders who allowed the negative in without realizing it. Come discover what you can do to shut off those voices, set those boundaries and positively control your reactions and emotions.

Objectives:

  • Identify ways that negative thoughts and actions appear and their impact.
  • Create steps to take when the negatives attempt to take over.
  • Practice coaching and mentoring skills to assist others on your team.
  • Choose accountability methods for yourself and those you serve.
Debra L. Elsbury, CLM
Firm Administrator
Threlkeld Stevenson

This interactive lab session will explore chapter and business partner relationships. Every chapter is different (and so is every business partner). Therefore, every relationship will be different, too ― one size does not fit all! Chapter leaders and business partners alike are encouraged to join this session to pull on their lab coats and fire up their Bunsen burners to help create the most effective business partner program that fits your chapter.

Objectives:

  • Explore, exchange and compare existing business partner programs to extract their best elements.
  • Develop solutions and determine hypotheses based upon shared methods and best practices.
  • Identify and define opportunities for improvement based upon experiment conclusions.
  • Develop written, practical, concrete plans for follow up and next steps based upon specific chapter challenges and shared examples.
Michelle D. Cohen
Director of Human Resources & Office Manager
Schneck Law Group LLC
Karen B. Scher
Marketing Events Manager
Affinity Consulting Group
DeAnna L. Vaughan, CLM, SPHR, SHRM-SCP
Manager, Office Operations
White & Case LLP
Laurence Winters, MBA
Chief Community Officer
SurePoint Technologies

Concurrent Breakout Sessions

You’re invited to take part in a collaborative and research-packed discussion on applying diversity, equity, inclusion and accessibility (DEIA) strategies to achieve a more diverse Board and leadership within your local chapter. You’ll gain tools you can bring back to your chapter and begin using right away, even if you’re new to your role. You’ll leave with a powerful plan for increasing diversity among your local Board and within your chapter’s leadership.

Objectives:

  • Recognize and understand the actual and perceived internal and external implications of setting purposeful and strategic goals of diversity within your chapter.  
  • Assess key components of a diversity plan and integral factors to consider when bringing new members into leadership at the chapter level.
  • Discover how to remove barriers underrepresented members face and demonstrate a commitment to DEIA by adding more diversity.
JaNae D. Martin
Legal Administrator
Helmers + Associates

What if your chapter lost half of its Board members ― what would you do? In this session, you’ll learn how one chapter rebuilt its Board, and what they learned about effective Board transitions in the process. You’ll consider how incoming Board members might not have the institutional knowledge of their predecessors, but do they need to when they bring critical, new perspectives? Join this session and learn how to throw out old assumptions and start over to address the needs of your chapter today.

Objectives:

  • Learn the steps to take in the event of an unexpected loss of Board volunteers.
  • Identify key information that must be part of the Board transition process.
  • Examine and rethink your requirements, processes and goals ― even your chapter bylaws aren’t sacrosanct!
  • Discuss strategies to fulfill your fiduciary duties and reinvigorate your chapter.
Maria S. Mason, CLM
Business Director
Greenberg Traurig, LLP
Eden Sara Minucci, CLM, SHRM-CP
Partner, Legal Operations
Clear Guidance Partners
C. Dominica McGinnis
Chief Executive Officer and Executive Coach
BridgeField Group

Do networking events intimidate you? Do you shy away from social events? Does a business partner expo hall make you break out in a cold sweat? In this session, you’ll explore how to overcome that feeling of intimidation, gain an understanding of why those situations feel scary and learn how to develop your networking skills. The concrete tools you’ll take away will help you become comfortable with networking and meeting new people and will have a wide-reaching impact on your chapter.

Objectives:

  • Understand what makes small talk intimidating.
  • Extend and stretch yourself to develop your networking skills.
  • Experiment with practical ways to make the uncomfortable more comfortable.
  • Explain how your networking positively impacts your chapter's success.
Allison E. Worley, CLM, MBA
Senior Manager – Legal Support Services
Husch Blackwell LLP

Here are 10 quality education strategies and resources that won’t break the bank. This session is designed to encourage participants to brainstorm and share ideas while being inspired by the top 10 ideas presented.

Objectives:

  • Identify ways to successfully locate available ALA educational resources.
  • Develop ways to identify legal management education within the local legal associations.
  • Examine and capture ways to find educational sessions within the local community.
Rose A. Jaworecki
Legal Office Administrator
Thompson Hine, LLP
Kathryn S. Vidal, CLM, SHRM-CP
We’re Boss
Tina M. White, CLM
Firm Services Manager
Shook, Hardy & Bacon, L.L.P

12:30–1:30 p.m.
Lunch and ALA Foundation Presentation
Room: Ile de France II&III

Luncheon Sponsor

To support and communicate the Foundation of ALA's mission and work, you must be familiar with it. Join this session to learn what your Foundation does, including its mission, vision and program activities. Be prepared for an informational and interactive learning experience that addresses the future vision and scope of your Foundation.

Objectives:

  • Demonstrate your understanding of the purpose of the Foundation, including its mission and vision.
  • Review and become familiar with the current activities and programs the Foundation sponsors to carry out its mission.
  • Define the vital role that chapters and members play in supporting their Foundation.
  • Generate ideas for enhancing the work of the Foundation by collaborating with other leaders.
Brian P. Gilman, CLM
Chief Operating Officer
Smith Debnam

Concurrent Breakout Sessions

Explore how spheres of influences can contribute to your chapter’s success. In this session, you’ll take a deep dive and matter-of-fact approach to understanding the benefits of networking and communication. You’ll explore the qualities of a successful chapter leader. You’ll engage in discussions centered around techniques for hosting successful educational programs, ideas for helping maintain reliable business partner sponsorships and ways to engage members to ensure succession of key chapter leadership roles.

Objectives:

  • Employ techniques to help your chapter benefit from its sphere of influence.
  • Set up positive, actionable steps that will help you engage members.
  • Demonstrate how effective leadership benefits the members and elevates the chapter.
  • Identify formats of cost-effective, high-quality educational programs.
  • Discuss the traits of successful business partner sponsorship programs.
Dan J. McCormack, CLM, MBA, ACC
Chief Executive Officer
Dan McCormack & Associates LLC
Christopher J O'Sullivan, CLM
Chief Financial Officer and Firm Administrator
Gesmer Updegrove LLP

Your behavior, speech and decisions and how you carry yourself as a leader all derive from your perceptions and attitudes. Take a whirlwind tour of the mind and find one attitude you can shift to become more effective in your role. During this exercise, you’ll look at examples of perceptions that don’t serve you followed by key leadership attitudes for success.

Objectives:

  • Give examples of the way your perceptions can determine your performance.
  • Point out how perceptions connect to the attitudes and ways of being the leader.
  • Choose to shift your performance to improve your ability to lead.
Krystal Champlin-Gerage
Certified Executive Coach, Certified Emotional Intelligence Practitioner
Chief Executive Officer and Law Firm Practice Management Consultant

RJH Consulting

With each succession, your chapter’s documents — hard or soft copies — are at risk of being damaged, stolen or lost. What can you do to improve your document retention practices? In this session, you’ll gain information, resources and policies for keeping your chapter’s documents accessible, secure and safely stored.

Objectives:

  • Examine a sample document retention policy for a nonprofit corporation and discuss how state laws may differ.
  • Analyze best practices document management and succession transition.
  • Identify information security and data protection and produce a checklist.
Elyssa A. Goldstein, CLM, PHR, SHRM-CP
Firm Administrator
Rebenack, Aronow & Mascolo, LLP
Karie D. Rivkin, CLM
Chief Financial Officer
Eichelbaum Wardell Hansen Powell & Munoz, PC

This town-hall-type session provides a forum in which chapter leaders can have conversations with and ask questions of the Association’s Executive Committee. Participants can submit questions anonymously via email or text to [email protected] by 10:30 a.m. Friday, July 21, or ask questions live during the session.

Facilitated by the ALA Executive Committee, which is comprised of ALA President Geoffrey Williams, CLM, MBA, MDiv, ALA President-Elect Amanda Koplos, CLM, CPA, Immediate Past President Sarah Evenson, JD, MBA and ALA Executive Director Eryn Carter, CAE.

Geoffrey M. Williams, CLM, MBA, M.Div.
Chief Operating Officer
Cunningham Bounds, LLC
Amanda R. Koplos, CLM, CPA
Executive Director
Shuffield Lowman & Wilson, PA
Sarah Evenson, JD, MBA
Office Administrator
Barnes & Thornburg, LLP
Eryn Carter, CAE
Executive Director
Association of Legal Administrators

Concurrent Idea Exchanges

Are you just starting out with a LinkedIn account? Or looking to take your social media to the next level? Join this session to learn about the #JaxALA social media journey. You’ll gain tips and tricks to help your chapter survive and thrive in the world of social media and the business of law. Don’t miss this opportunity to expand your knowledge of personal, business and chapter social media content.

Objectives:

  • Demonstrate how to think outside the box through expanding technology, partnering with other community associations and building business law partnerships.
  • Define, leverage and grow your brand by highlighting job board, salary survey and other specific benefits.
  • Identify tips and tricks for expanding your network, making new connections and applying new ideas to your firm brand, chapter presence and your own life.
Erin A. Juzapavicus, JD
Legal Administrator
Milam Howard Nicandri & Gillam, P.A.
Jessica L. VanTroost
Strategic Operations Administrator
McGlinchey Stafford, PLLC
Rachel Borchers, MBA
Executive Director
Taylor Day, PA

Get ready to focus on your chapter’s diversity, equity, inclusion and accessibility (DEIA) mission statement and all the areas it touches. This is a working session so bring your chapter’s current mission statement. What if you don’t have one? Then bring your desire to write one.

Objectives:

  • Produce a mission statement with purpose.
  • Recognize how to create synchronicity and allow your chapter’s mission statement to be the conductor of your chapter’s orchestra.
  • Prepare to sing the notes of success for your leaders to measure.
Judith A. Hissong, CLM, PCC
President
Nesso Strategies
Terri D. Moore-Natal, SPHR
Director of Administration
Holzer Patel Drennan
Carrie Valenzuela, MBA
Branch Office Manager
Meagher & Geer, PLLP

Welcome to the fishbowl, where fishing for ideas is a guaranteed catch! We hear you: The struggle is real. We’ll discuss the challenges that chapters of all sizes experience including engagement, succession, business partner shifts, programming and more! Bring your questions and your answers. The format for this session is the highly interactive fishbowl conversation.

Geoffrey M. Williams, CLM, MBA, M.Div.
Chief Operating Officer
Cunningham Bounds, LLC

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.

Alan Wilson
National Program Director
GLJ Benefit Consultants (GLJBC)
Laurence Winters, MBA
Chief Community Officer
SurePoint Technologies

Moderator:

Sarah Evenson, JD, MBA
Office Administrator
Barnes & Thornburg, LLP

Chapters can become an island when creating and managing their education, business partners and committees. How can you avoid this? Tune into this session where you’ll learn about the many resources ALA offers to help chapters work smarter rather than harder. Why spend your valuable time recreating the wheel? Tap into ALA resources while maintaining your chapter's autonomy.

Objectives:

  • Point out details of ALA offerings not covered in the website overview.
  • Define and dig into ALA education and certification offerings.
  • Select ALA resources, including firm, chapter and community promotion.
  • Breakdown ALA publications, events and scholarship opportunities on an Association and business partner level.
  • Identify ways to implement ALA resources based on your chapter size and experiences.
Holly K. Pulido
Chief Operations Officer
Slack Davis Sanger, LLP

Professional development is a broad and sometimes overwhelming topic. ALA’s PDAC 9-member panel of professional development experts is here to help you discern what is trending right now, what is developing soon and what you may want to consider. Join in as we pull back the curtain on how PDAC can be a resource to help you find what you need — fast. Plus, learn about this committee’s impact on ALA's mission to be a premier resource for law firm leaders.

Objectives:

  • Identify trending topics in professional development and how they may impact your firm.
  • Discuss who PDAC is, how it brings value to you and your firm and how to connect with the team.
  • Plan to obtain key resources to help you navigate what’s on the horizon, so you keep your firm at the forefront of the industry.
Roberta A. Bauer
Regional Office Administrator
Ogletree Deakins Nash Smoak & Stewart, PC
Pittsburgh, PA
Jaime Morris
Business Operations & Marketing Manager
Meyer Capel, PC

Don’t miss this overview of the CLM Approved Provider Program for chapter leaders, including the application/approval process and benefits. You’ll also learn how to assign CLM credits for your chapter’s educational sessions. 

Objectives:

  • Define the CLM Approved Provider Program.
  • Explain in detail the application/approval process.
  • Discuss the benefits of the program for ALA chapters.
  • Construct a plan for assigning CLM credits for your chapter’s educational sessions.
Elyssa A. Goldstein, CLM, PHR, SHRM-CP
Firm Administrator
Rebenack, Aronow & Mascolo, LLP
Karie D. Rivkin, CLM
Chief Financial Officer
Eichelbaum Wardell Hansen Powell & Munoz, PC

5–6 p.m.
Networking Reception
Room: Ile de France Foyer

Saturday, July 22, 2023

7:30 a.m.
Registration Opens
Room: Ile de France Foyer

8–9 a.m.
Continental Breakfast and Networking
Room: Ile de France Foyer

Take a closer look at the ALA Membership Ambassador Program, the initiative launched by the Membership Development Committee in 2020 to welcome new members, connect them to peers and and help them navigate the resources and benefits of membership. You’ll discover why the program has been wildly successful in its first three years with more than 450 new members participating so far. You’ll also explore the Membership Ambassador Program at the Association level and how to establish similar programs at the chapter level.

Objectives:

  • Define the goals and objectives of ALA’s Membership Ambassador Program and how the program operates.
  • Discuss how to establish an Ambassador Program within chapters, including the resources, processes and training needed to make a program successful. 
  • Examine how to measure the success of your chapter’s program.
Stacey L. Ransleben, CLM
Director of Office Operations
Thompson & Horton LLP
Jessica L. VanTroost
Strategic Operations Administrator
McGlinchey Stafford, PLLC

Discover strategies and ways to increase membership, engage inactive members and retain members. You’ll learn how during the pandemic, chapters lost members, were not able to meet in person and had to deal with budget reductions impacting firms’ willingness to pay for professional services memberships. Chapters had to pivot. In this session, you’ll explore tips and tricks the Columbus Chapter implemented to increase their membership by 44% in 2022. What worked? What failed? Find out here.

Objectives:

  • Formulate tools and strategies to increase membership, including social media campaigns, memberships drives, capitalizing on business partner connections and taking advantage of ALA’s organizational pricing.
  • Discover how to engage inactive members through a buddy system, surveys and meeting content.
  • Define how to encourage board participation, even though people may be more protective of their personal time and work/life balance.
Brandi Hann
Office Administrator
Squire Patton Boggs (US) LLP
Lori Muetzel
Office Administrator of Columbus and Cincinnati Offices
Roetzel & Andress, LPA

Welcome to ALA Online Communities and new opportunities for members, committees and chapters to network.You’ll learn how communication and collaboration are valued as members share ideas, get answers to questions and connect with members worldwide. You’ll leave with a deep understanding of the breadth of information they offer that can help members across the globe. There is something for everyone!

Objectives:

  • Identify and join the ALA Online Communities.
  • Set up a chapters page and use it like a website.
  • Examine the document repository for chapters and its benefits.
  • Describe how to search the ALA Online Communities.
Holly K. Pulido
Chief Operations Officer
Slack Davis Sanger, LLP
Stacey L. Ransleben, CLM
Director of Office Operations
Thompson & Horton LLP

10:30–11 a.m.
Networking Refreshment Break
Room: Ile de France Foyer

Dima Ghawi’s story of personal transformation encourages audiences to confront and conquer internal limitations. As she recounts her own struggles and triumphs, her vulnerability and insight sparks light for attendees’ own journey of self-discovery.

Ghawi dares individuals to examine their own internal limitations, such as the pursuit of perfection and the fear of failure or being judged. She then equips audience members with the tools and courage it takes to shatter those limitations and emerge as empowered individuals. The audience will also learn the importance of self-awareness and how effective personal leadership starts from within.

Objectives:

  • Identify how conscious professionals lead to better teamwork, enhanced communication and an improvement in the overall organizational culture.
  • Define how internal limitations inhibit individuals from performing at their best and advancing professionally. 
  • Create greater employee engagement and team morale by encouraging risk-taking and increasing individual self-awareness.
  • Discover how shattering internal limitations creates more confident and conscious leaders.
  • Recognize how increasing courage in organizations also increases creativity and innovation, improving the bottom-line results.
Dima Ghawi
Leadership Speaker and Coach

12:15–1:15 p.m.
Leadership Connections Lunch
Room: Ile de France I

Luncheon Sponsor


Concurrent Breakout Sessions

ALA holds its chapters to high standards. As a chapter leader, how can you ensure that your chapter upholds those standards for the benefit of your members? Find out in this session as you review information shared during the Essentials of Chapter Leadership session Pathways to Excellence: A Playbook for Your Chapter and take a deeper dive into ALA’s requirements.

Objectives:

  • Model ALA’s Chapter Performance Objectives and how to achieve them.
  • Review and adopt the ALA Timeline for Chapter Leaders into your chapter’s calendar.
  • Identify the resources available and use them to meet and exceed minimum requirements.
  • Select seemingly daunting tasks and make them simple and manageable.
  • Outline a strategy to ensure your chapter receives the Presidents’ Award of Excellence.  
Jerry G. McPeake, MSLA
Chief Operating Officer
Minor & Brown, P.C.

Speaking in front of a group is no easy task … well, unless you are ready! Let’s talk about presentation skills that are useful in running meetings, communicating ideas, and in networking too. We will discuss content, communication styles, strengths, and what to do about those nerves.

Objectives:

  • Leave with an easy path for creating your next program.
  • Understand PowerPoint’s role in your presentation.
  • Look out for pitfalls in your rehearsal (yes, REHEARSE!).
  • Explore your presence as the key to success.
Judith A. Hissong, CLM, PCC
President
Nesso Strategies

Board meetings can be boring, long and ineffective if not conducted properly, but with a few tweaks and some general guidelines, you can hold more effective meetings that are interesting and an efficient use of your chapter volunteers’ time. In this session, we will discuss the correct approach to planning, conducting and participating in effective board meetings by doing simple tasks such as sending meeting notices, creating effective agendas, running the meeting efficiently, using Robert’s Rules of Order, allowing everyone to participate and circulating timely minutes.

Objectives:

  • Identify ways to make your meetings run smoothly in the allotted timeframe.
  • Show how to create powerful agendas.
  • Explain Robert’s Rules of Order and its importance.
  • Understand that everyone should be heard and has the space to speak.
  • Discuss professional disagreements and their importance.
Nicholas T. Manty
Marketing Manager
Barnes & Thornburg LLP
Michael E. Keatts
Regional Office Administrator
Bowman and Brooke LLP

In the words of Michael Jackson, “If you wanna make the world a better place, take a look at yourself, and then make that change.” Change starts with you as a Chapter leader. With the right approach, you can make modifications to your Chapter’s programs – from small changes to the BIG ones – that will impact the Chapter’s value to members and business partners. In this interactive workshop, we will discuss possible changes that may be considered for Chapters to succeed.

Objectives:

  • Recognize the key elements of change management
  • Generate ideas for changes that Chapters may consider to add value to their membership
    Kara M. Brostron, CLM
    Director of Operations
    Lashly & Baer, P.C.
    Julie S. Logan, SPHR, SHRM-SCP
    Director of Strategic Workforce Planning & Development
    Thompson Coburn, LLP

    2:15–2:30 p.m.
    Snack Break
    Room: Ile de France Foyer

    Officer Evenson is on the case! Join us for an engaging and informative session that will help chapter leaders stay on the right side of the “law.” Maintaining your chapter’s bylaws, avoiding antitrust infractions and navigating conflicts of interest don’t have to be tough. Let the Executive Committee help you shed some light on the potential legal pitfalls your chapter may encounter. There might just be a surprise or two for those who want to avoid being like G.O.B. uttering, “I’ve made a huge mistake!”

    Objectives:

    • Understand the Antitrust laws that govern ALA and help your chapter maintain compliance.
    • Delve into the significance of bylaws as the essential governing documents of your chapter.
    • Learn how to recognize and manage potential, perceived and actual conflicts of interest within the organization.  

     

    Eryn Carter, CAE
    Executive Director
    Association of Legal Administrators
    Sarah Evenson, JD, MBA
    Office Administrator
    Barnes & Thornburg, LLP
    Amanda R. Koplos, CLM, CPA
    Executive Director
    Shuffield Lowman & Wilson, PA
    Geoffrey M. Williams, CLM, MBA, M.Div.
    Chief Operating Officer
    Cunningham Bounds, LLC

     

     

     

     

     

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