IGNITE SBOT Adaptable Lawyer

Transcription

1 IGNITE SBOT Adaptable Lawyer Jim Calloway Oklahoma Bar Association Oklahoma City, OK Michelle Cheng Whitehurst, Harkness, Brees, Cheng, Alsaffar & Higginbotham, PLLC Austin Rocky Dhir Atlas Legal Research, LP Dallas Emily Frost Frost Domel PLLC Austin Gloria Leal Attorney at Law and Consultant Austin Michael P. Maslanka Constangy, Brooks & Smith, LLP Dallas Pat Nester Professional Development Division Director, State Bar of Texas Austin Haley Odom Paralegal, Stacey E. Burke, P.C. Austin Catherine Sanders Reach Chicago Bar Association Chicago, IL Phil Rosenthal Fastcase Washington, DC Mark I. Unger The Unger Law Firm, PC San Antonio Thursday, June 26, :30 p.m. 2:45 p.m.

2 Jim Calloway is the Director of the Oklahoma Bar Association's Management Assistance Program. I served as co-chair of ABA TECHSHOW 2005 and the first two GPSSF National Solo and Small Firm Conferences in 2006 and I frequently write and speak on legal technology issues, Internet research, law office management and organization and legal ethics. I make several dozen presentations per year to county bar meetings and other CLE events within Oklahoma. I manage several projects for the OBA, including the OBA-NET, our member's official online community, and the OBA Solo and Small Firm Conference. I have also been fortunate enough to be asked to speak at several national conferences, including the American Bar Association Annual Meetings from 1999 through 2007, ABA TECHSHOW 2000 through 2007, LegalTech Toronto and Dallas 2000, Pacific Legal Tech 2006, ACLEA annual meeting 2006 and LegalTech New York I have done presentations for the National Association of Bar Executives and the National Council of Bar Presidents at their annual meetings. I have also spoken at state bar association meetings and seminars for the Colorado, Georgia, Indiana, Louisiana, Maryland, Mississippi, Missouri, Nebraska, New York, Texas, South Carolina and Utah state bar associations, as well as the Virginia Trial Lawyers Association. My articles have been published in Lawyers Weekly USA, Law Practice Management magazine, Law Practice Today, Law Technology Today, Legal Management magazine, Law Technology News, LLRX.com and GPSolo, as well as many state and local bar association publications. I was recently honored with an induction as a Fellow of the College of Law Practice Management.

3 Michelle Cheng joined the personal injury attorneys at Whitehurst, Harkness, Brees & Cheng, P.C. in She grew up in a suburb of Minneapolis, Minnesota and received her undergraduate degree in Electrical Engineering in 1992 from the University of Michigan. After college, Michelle escaped the cold weather by coming to Austin to work as an engineer at Motorola, where she designed engine controller chips for Ford automobiles. She soon decided that she wanted a career in which she could work more closely with people, however, and left Motorola to attend the University of Texas School of Law. Ms. Cheng represents injured persons and their families in cases involving medical malpractice, birth injuries, product liability, automobile and trucking accidents, and other serious personal injuries and wrongful death. She is also a certified mediator. In 2013, the Travis County Women Lawyers Association named her a Pathfinder, an honor awarded to women the organization believes to be role models and trailblazers. In 2006, the Austin Young Lawyers Association named her Outstanding Young Lawyer of Austin. She received a Litigation Award from the Travis County Women Lawyers Association in 2004, and she has been named a Texas Super Lawyer and a Texas Rising Star by Texas Monthly magazine. Ms. Cheng enjoys staying active in the community and currently serves on the Texas Access to Justice Commission, where she is Chair of the Technology Committee. She also serves as Chair of a State Bar Grievance Committee, on the Advisory Board of the Capital Area AIDS Legal Project, on the Board of the Austin Bar Foundation, and on the State Bar Web Services Committee, where she is a past Chair. Ms. Cheng previously served on the Board of Directors of the State Bar of Texas, on the Board of Editors for the Texas Bar Journal, and on the Boards of Directors for the Travis County Women Lawyers Association and the Austin Asian-American Bar Association. From , she sat on the Board of Directors of the Austin Bar Association, receiving their Outstanding Director award in 2006 and their Outstanding Committee Chair Award in Ms. Cheng also served on the Board of Directors of the Austin Young Lawyers Association and received their Outstanding Director Award in Michelle is a 2004 graduate of Leadership Austin and is a member of a number of other organizations, including the American Association for Justice, the Texas Trial Lawyers Association, the Capital Area Trial Lawyers Association, and the State Bar of Texas. In her free time, she seeks out culinary adventure for her food blog. Ms. Cheng has been admitted to practice before the State Bar of Texas; the United States District Courts, Western District of Texas; and the U.S. Court of Appeals, Fifth Circuit.

4 Abhay Rocky Dhir, J. D. PRESIDENT & CEO Rocky Dhir s dual interest in innovation and the law prompted him to establish Atlas Legal Research, LP in Atlas provides legal research, legal writing, and document management solutions to corporate legal departments and to law firms. Through his work as Atlas CEO, Rocky helps clients become more efficient and more competitive in a legal landscape that requires lawyers to embrace new methodologies. Rocky is a firm believer that lawyers can enhance success by embracing business and management principles. Alongside his role as CEO of Atlas, Rocky practices commercial litigation at the firm of Dhir & Associates, where he looks for innovative strategies that advance his clients business goals while simultaneously increasing the chances for success in the courtroom. Rocky received his bachelor s degree from the University of Chicago and his J.D. from the University of Michigan Law School, where he served on the Michigan Law Review. After law school, Rocky completed a federal judicial clerkship with the Honorable Jerry Buchmeyer of Dallas. A published legal author and frequent speaker on legal outsourcing best practices, legal innovation and social media, Rocky is a member of the Mac Taylor Inn of Court in Dallas and has been named by his peers as a Texas Rising Star. Rocky is also a proud member of the Rotary Club of Dallas, where he served as co- chair for the annual Salute to America s Veterans for 2012 and 2013 and currently serves the Club as a member of the Board of Directors and the Board of Trustees Dallas Parkway, Suite 650 Dallas, Texas rocky@atlaslegal.com

5 Emily Frost A fifth-generation Texas lawyer, Emily is board certified in labor and employment law by the Texas Board of Legal Specialization. She handles complex commercial and employment litigation in state and federal court. She defends businesses who are sued for discrimination, sexual harassment, retaliation, and wage and hour claims. She helps businesses protect their trade secrets. She also represents businesses and executives in breach of contract disputes, noncompete disputes, theft and misappropriation of trade secrets, deceptive trade practices, fraud, and other business torts. Emily was inspired to become a lawyer by her father, James S. Frost. Originally from Seguin, Texas, she is a Longhorn lawyer and loves all things Austin, especially the University of Texas, Barton Springs, and Lick Ice Cream. She writes a free legal blog on business, labor, and employment law, which you can subscribe to at texasbusinessmatters.com. Admitted to Practice: Texas; the United States District Court for the Southern and Western Districts of Texas and the District of Colorado; the United States Court of Appeals for the Fifth Circuit. Professional Background: The University of Texas School of Law, J.D The University of Texas at Austin, B.A (with honors; Phi Beta Kappa) Briefing Attorney: Fourth Court of Appeals, the Honorable Karen Angelini ( ) Activities: Austin Bar Association/Austin Young Lawyers Association Leadership Academy, 2013 State Bar of Texas, Appellate, Litigation, and Employment Sections Austin Bar Association, Appellate, Litigation, and Employment Sections (Judicial Affairs Committee member, 2004 present) Austin Human Resource Management Association (AHRMA) (Legal and Legislative Committee member, 2012 present) Presentations: Negotiation Techniques to Use in Settling Cases and Everyday Life, Texas State Bar Advanced Administrative Law Course, June 2013 Emerging Rights of LGBT Employees in the Workplace, Texas State Bar Webcast, June 2013 Employment Law Basics, Travis County Women s Lawyers Association, April 2013 Five Minute Employment Law Update: 12 Cases, 60 Minutes, Local Government HR Pros, April 2013

6 Can They Really Do That? When HR Professionals Get Sued, Local Government HR Pros, April 2013 Guns in the Workplace, Local Government HR Pros, April 2013 Sexual Harassment 101 for Your Business, Manor Chamber of Commerce, February 2013 Noncompetes, Nondisclosure Agreements, and Trade Secrets, Austin Human Resource Management Association (AHRMA), November 2012 Sexual Stereotyping, Austin Human Resource Management Association (AHRMA), November 2012 Render unto Judge Calvert... Correct Appellate Court Judgments, Texas Association of Appellate Court Attorneys (TAACA), June 2011 Rules on Military Leave under USERRA and FMLA: The Story of Sammy Soldier and His Wife, Wanda, Texas Electric Cooperatives Human Resources/Benefits Conference, May 2008 Asserting and Defending Privilege: A New Era, McGinnis, Lochridge & Kilgore, LLP Appellate Practice Group, April 2007 The Sea of Expert Testimony Staying Afloat, McGinnis, Lochridge & Kilgore, LLP Appellate Practice Group, February 2006

7 GLORIA LEAL Attorney at Law & Consultant Telephone: C Las Colinas, Austin, Texas EMPLOYMENT BACKGROUND Gloria Leal and Associates, Austin, Texas January 10, 2007 to present Solo practice representing clients in legislative, regulatory, company licensing/admissions, rulemaking and other administrative matters primarily in the areas of oil and gas, water, transportation, insurance and worker s compensation. Responsible for representing clients at client related meetings/hearings with legislators, executive and state agency leaders and staff, advising, coordinating CLE programs for clients, writing newsletter articles, attendance at trade association and other client events. Work at the federal level is often required. In addition, monitor and evaluate policy issues, track political campaigns and candidates and attend fundraisers. Specializing in NAFTA, cross-border ransactions and international consulting focus on Mexico and Latin America. International Regulatory & Special Counsel April 1994 January 9, 2007 to the Commissioner, Texas Department of Insurance, Austin, Texas Deputy Commissioner responsible for advising and assisting the Commissioner and staff in developing and implementing policies on international aspects relating to regulation and compliance in property & casualty, life & health and other insurance lines Canada, Mexico, Southwestern U.S.A. Primary agency contact for crossborder auto, commercial (trucking) and Mexican Casualty Companies. Represented the Department at national and international forums such as the National Association of Insurance Commissioners (NAIC), the Latin American Association of Insurance Supervisors (ASSAL), NAFTA Tri-national Insurance Working Group, etc. Primary liaison with the U.S. Trade Representative s Office, U.S. Department of Commerce and Transportation. General Counsel, State Board of Insurance October April 1994 General Counsel for agency with statewide jurisdiction over insurance regulation led by three member governor-appointed Board. Responsible for servings as hearings officer, monitoring and tracking legislation, advising on legal implications, testifying and advising on legislative implementation of adopted changes. Responsible for coordinating all rate and rules hearings before the board in accordance with state s administrative procedures act and reviewing recommendations from the State Office of Administrative Hearings. In-house Counsel Southern Union (Gas) Company, Austin, Texas January December 1990 Senior Trial Attorney, Transportation Division/ Torts Section, Attorney General's Office November January 1989 Assistant Attorney General, Energy Division October October 1985 Attorney General's Office, Austin, Texas

8 EDUCATION University of Texas School of Law, May 1982; Juris Doctor The University of Texas at Austin, August 1978; B.A. with Honors Catholic University, Lima, Peru, South America 1976; U.T. Foreign Exchange Program PROFESSIONAL AND CIVIC ASSOCIATIONS American Bar Association/National Hispanic Bar Association: Chair, Tort and Insurance Practice Section (TIPS) International Committee, ; Vice-Chair, Public Regulation of Insurance Law Committee; Member: Emerging Issues, Long Range Planning Committees, Women and Minorities Committee, etc. State Bar of Texas/Other State Bar: Vice-Chair, Annual Meeting Planning Committee, 2006; ; Alternate delegate ABA House of Delegates, ; Continuing Legal Education Committee, ; Board of Directors, ; State Advanced Civil Trial Course: Planning Committee, Travis County Bar Association/Hispanic Bar Association Affiliation: President, Hispanic Bar of Austin Charitable Foundation; Executive Director, Mexican American Bar Assn. of Texas and President, ; President, Hispanic Issues Section, State Bar of Texas ,. Board of Directors, National Hispanic Bar Assn., 2003-present. SPEAKER FOR VARIOUS ENTITIES ON VARIOUS SUBJECTS Texas Alliance of Energy Producers University of Texas Law School National Hispanic Bar Association Tort and Insurance Practice Section, American Bar Association American Association of Managing General Agents (AAMGA) University and the Society of Certified Insurance Counselors (CIC) Association of Latin American Insurance Superintendents (ASSAL) Insurance Marketing Communication Association, International Insurance Council NAIC International Insurance Issues Conference California Assembly Committee on Insurance Informational Hearing Eighth NAFTA Financial Services Committee Meeting, Ottawa, Canada 2 4/15/14

9 U.S. Department of Commerce & American Embassy, Hurricane Mitch Insurance Conference, in San Salvador, El Salvador Participant, U.S. Trade Representative Office and National Association of Insurance Commissioners Conference in Washington, DC University of Connecticut School of Law, Conference on Insurance & Financial Services Regulation for Latin American Regulators, Hartford, CT. Association of Latin American Insurance Superintendents in Panama City, Panama, Regulation of Insurance in the US." University of Texas School of Law Austin, Texas Regulación de la Industria Aseguradora en los Estados Unidos. (Regulation of Insurance Industry In the U.S.) State Farm Insurance Companies, Hispanic Market Symposium, San Antonio, Texas, Insurance Availability & Affordability in Urban and Diverse Markets. State Bar of Texas & Universidad Nacional Autónoma de México, Business and Litigation in Mexico Course, San Antonio, Texas, A Seamless Transaction for Insurers of Motor Carriers Transporting Goods between Canada, the U.S. and Mexico. Lea & Chamberlain Law Firm Seminar, Dallas, Texas, Ultimate Claims Handling IV: Almost Year 2000 ; also Ultimate Claims Handling IV: Tort Trends Into the 21 st Century. Programa de Derecho Angloamericano Para Abogados Iberoamericanos at the University of Texas School of Law, Austin, Texas July 24, 1998 Regulación de la Industria Aseguradora en Los Estados Unidos. TRADE RELATED ASSOCIATIONS 3 4/15/14

10 My name is Michael P. Maslanka and I help companies manage their workforces instead of their workforces managing them. By manage,' I'm not talking about exploitation. Instead, I'm talking about understanding employee mindsets. Employees are indeed a human resource. If you treat them as a valuable asset, like money in the bank, they are going to pay a return over and over. I help employers treat their employees like that asset through counseling and drafting smart and effective policies. But we are dealing with human beings and they can pose a danger. It is my job to step in and defend and protect the company before governmental agencies, in litigation and, if needed, trial. How did I formulate these ideas? I wrote a book---actually, five of them---on employment law. I love what I do. I love working with companies to get the right balance of employer/employee engagement. I want to leave them better off than how I found them. I want to make the lives of managers and in-house counsel as easy and simple as possible. My goal is to keep companies out of trouble. And out of court. Through After Action reports, I help clients learn the right lessons from every brush with the legal system. I am also the go-to advisor for lawyers, both firm and in-house, outside of Texas that need counsel or information on Texas employment law. How did I get to that point? I personally write the No. 1 newsletter on Texas employment law, the Texas Employment Law Letter, subscribed to by over 2,000 paying subscribers, in and out of Texas, every month since January 1990.

11 Pat Nester is director of TexasBarCLE and the Professional Development Division of the State Bar of Texas. After graduating from UT Law and a couple of years of private practice, Pat began his CLE career in 1978 as a legal editor in what is now called TexasBarBooks. After two years there, he moved over to the seminar side of CLE under the tutelage of Gene Cavin, the founding director of the Professional Development Program in Texas. He has had the opportunity to serve as president of ACLEA, the international association for CLE executives, and in 2009 served as planning chair of a national CLE Summit sponsored by ACLEA and ALI-ABA. Pat is also the part-time executive director of the College of the State Bar of Texas and the Texas Supreme Court Historical Society.

12 BIO Haley Odom has worked as a paralegal for over a decade. In this relatively short time, she has built a career based on a wide range of experience from large to boutique firms in California and Texas, and multiple practice areas that include toxic torts, insurance, personal injury and aviation. Through it all, Haley has focused on technology and efficiency. Her first passion is streamlining processes to encourage and increase the retention of firm knowledge. This includes discovery, research, and implementation of law firm software with an eye towards increasing workflow while reducing cost. Haley wants to create a lean, mean law firm.

13 Catherine Sanders Reach Director of Law Practice Management & Technology Catherine Sanders Reach is Director, Law Practice Management and Technology for the Chicago Bar Association. She was the Director at the American Bar Association s Legal Technology Resource Center for over ten years, providing practice technology assistance to lawyers. Prior to her work at the CBA and ABA she worked in library and information science environments for a number of years, working at Ross and Hardies as a librarian. She received a master s degree in Library and Information Studies from the University of Alabama, Tuscaloosa in Ms. Reach s professional activities include articles published in Law Practice magazine, Law Technology News and GPSolo Magazine. She has given presentations on the use of technology in law firms for national bar conferences, state and local bar associations and organizations such as the Association of Legal Administrators and the Association of American Law Schools. She served on the ABA TECHSHOW Board from and is on the editorial advisory board for Law Technology News. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating 50 innovators, techies, visionaries, and leaders in the field of law. In 2013 she was inducted as a Fellow of the College of Law Practice Management.

14 Phil Rosenthal Phil Rosenthal is the President and co-founder of Fastcase, a leading online legal research software company based in Washington, D.C. Under Phil s leadership, Fastcase has grown to the one of the world s largest legal publishers, and the number one provider of online legal research benefits to bar associations around the country. Phil combines his backgrounds in technology and law to bring lawyers and law librarians online legal research tools that are smarter and more intuitive. He is the face of Fastcase for bar associations and the law librarian communities and has served as the liaison from the Special Libraries Association (SLA) Legal Division to the American Association of Law Libraries. Before founding Fastcase, Phil worked at Covington & Burling in Washington, D.C., where he assisted in the development of the one of the first digital wireless cable systems. His diverse legal practice encompassed nuclear, patent, telecommunications, environmental, and corporate law. Phil has served on the Board of the MIT Enterprise Forum of Washington/Baltimore. Phil earned a B.S. in physics from Yale University, where he graduated summa cum laude and Phi Beta Kappa, and earned his J.D. at Harvard Law School (magna cum laude), where he assisted Professor Arthur Miller in updating the classic treatise, Federal Practice and Procedure. He continued his studies at the California Institute of Technology, where he earned both Masters and Ph.D. degrees in physics for work in string cosmology. Phil is a member of the New York Bar and the District of Columbia Bar. About Fastcase As the smarter alternative for legal research, Fastcase democratizes the law, making it more accessible to more people. Using patented software that combines the best of legal research with the best of Web search, Fastcase helps busy users sift through the clutter, ranking the best cases first and enabling the re-sorting of results to find answers fast. Founded in 1999, Fastcase has more than 500,000 subscribers from around the world. Fastcase is an American company based in Washington, D.C. For more information, follow Fastcase on Twitter or visit FASTCASE, INC th Street, NW, Suite 1000, Washington, DC press@fastcase.com FASTCASE

15 Mark I. Unger t: em: Mark is a divorce lawyer and mediator in San Antonio and Austin, Texas. He has been practicing family law almost exclusively since He has been highly involved with technology and the integration of technology and law since approximately He has spoken, written and participated in numerous technology law and family law seminars, having been on the board of the State Bar of Texas Computer & Technology Council since 2001 and the San Antonio Bar Association's Technology committee since He is former Chair of the Computer & Technology Council of the State Bar, former Chair of the Web Services Committee of the State Bar, former President of the Family Law section board for the San Antonio Bar, and former outside board member of the ABA TechShow, litigation and tablet tracks. He currently sits on the Family Law Section Board (San Antonio), the Judicial Committee on Information Technology, Computer Council of the State Bar of Texas, the Web Services Committee of the State Bar of Texas and outside board for ABA TechShow litigation track. He has been a member of the College of the State Bar each year since He filed the first e-filed pleading in Bexar County in 2003 and the first electronic brief (CD-ROM) in Texas in Mark focuses his practice in family law, technology, mediation and consulting.