American Bar Association (ABA) Lead Law 2015

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1 Leadership American Bar Association (ABA) Lead Law 2015 Co-presented by the NCBA Center for Practice Management LIVE SIMULCAST Friday, October 23, 2015 NC Bar Center, Cary CLE CREDIT: 5.5 Hours Ethics/Professional Responsibility Program Summary and Highlights This program is built on a belief that leadership is the foundation in every role a lawyer serves in professional life. Developing the capacity to lead your firm and develop the leaders around you involves a combination of skill, insight, discipline and courage. The proficiency to inspire yourself and others to a sense of purpose, vision and direction is paramount to succeed in today s climate. ABA Lead Law is divided into four segments: leading oneself, leading clients, leading lawyers in your firm or organization and leading within our communities. This full day of leadership development is packed with amazing, high level information and features 16 presenters covering topics such as: what it means to lead lawyers in times of uncertainty, effective leadership of a practice group or client project, applied leadership to law firms and what it means for a lawyer to be a servant to society. In one incredible day, you learn techniques for developing the collective leadership skills of your team. You gain knowledge of how to innovatively collaborate, create and execute to exceed your firm s standards for performance, productivity and sustainability. So whether you re the leader of a large or medium size firm or you run a smaller operation, you learn strategies from the best and take your career to the next level. Planned by the American Bar Association (ABA) Law Practice Division. Presented by the NCBA Foundation CLE Department and NCBA Center for Practice Management. The North Carolina Bar Association Foundation is accredited by the North Carolina State Bar as a provider of continuing legal education. twitter #NCBACLE facebook facebook.com/ncbaorg

2 American Bar Association (ABA) Lead Law 2015 #437ABA Friday, October 23, 2015 B FOUR WAYS TO REGISTER ONLINE* PHONE* FAX* MAIL** Attn: Accounting, NCBA Foundation, P.O. Box 3688, Cary NC *Credit cards only. **Please make checks payable to the NCBA Foundation. LIVE SIMULCAST Select format and tuiton rate below. REGISTRANT TYPE All Attendees EARLY BIRD TUITION Postmarked 7 days prior to live program date. $99 Live REGULAR TUITION Postmarked less than 6 days prior to live program date. $149 Live REGISTRANT INFORMATION Please fill in the blanks. Print Full Name: Firm/Organization Name: Address: City, State and ZIP: Daytime Phone Number: Address: NC State Bar No. (Required for MCLE Credit): PAYMENT Registration is processed only after payment is received. Please print clearly. Enclosed is a check, payable to the NCBA Foundation. Please charge my credit card. Card Number: Expiration Date: Signature: FINE PRINT REGISTRATION Registrations are limited by space, and may include a live video broadcast overflow room. TRANSFERS Registrants may transfer from a Live program, Video Replay, Webcast, Webinar or Phone/Audio Streaming Program without penalty within three business days after the program date. CANCELLATIONS Cancellations must be received by 9:00 a.m. the third business day prior to the program to qualify for a refund (less $25 administrative fee). Those not attending will receive the digital program materials in full consideration of tuition paid. MCLE CREDIT The North Carolina Bar Association Foundation is an accredited CLE sponsor under the MCLE Regulations promulgated by the NC State Bar Board of Continuing Legal Education. This program is approved (but not sponsored) by the Board for the designated number of CLE hours. Each attorney must maintain a record of his/her attendance for the NC State Bar annual report. MCLE credit is reported by NCBA Foundation only if a NC State Bar number is provided. Your CLE tuition includes mandatory State Bar fees used to support the State Bar s Mandatory Continuing Legal Education program, the Chief Justice s Commission on Professionalism and the Chief Justice s Equal Access to Justice Commission. Your tuition also includes digital access to all program materials. DIGITAL PROGRAM MATERIALS You will receive a notification when digital materials are available to download. To retrieve digital materials, log in and select My Course Materials on the CLE website. All of the materials for this program will be available for download in advance of the program. A limited number of printed books will be available for purchase at the Live program. VIDEO REPLAYS To qualify for the Early Bird tuition, registration must be received one week prior to program date. NC State Bar rules require a minimum number of pre-registered active State Bar members. The NCBA Foundation reserves the right to cancel any video program prior to the program date if registrations do not meet the NC State Bar requirement. Some sites require additional registration or evaluation forms. CLE credit hours at Video Replays are subject to change. Video replay program attendees may purchase the printed manuscript at cost. Due to printing and shipping lead times we are unable to accommodate requests for print materials made fewer than seven (7) days prior to any video replay program. INCLEMENT WEATHER We make every effort to notify registrants when a program is canceled or delayed due to weather. If inclement weather is forecast, please check your local news listings or contact event venue. NCBA programs will follow the work schedule of the hosting institutions, to include delayed openings. CLE SCHOLARSHIPS A limited number of scholarships are available to members in financial need. Contact Membership Services at or akemple@ncbar.org. EVENT SPONSOR AND EXHIBITOR OPPORTUNITIES Interested in meeting the attendees of this program? Become an exhibitor or sponsor! Contact Jennifer Shapiro at jshapiro@ncbar.org for detailed information about these opportunities and their benefits. FOR MORE INFORMATION, VISIT WWW. NCBAR.ORG/CLE.

3 Program Agenda Friday, October 23, 2015, 8:45a 5:00p 8:45a Registration and Continental Breakfast 9:25 Announcements 9:30 Welcome and Introductions Tom Bolt Part 1: Lead Yourself 9:40 The Mind of the Lawyer Leader: What Is Leadership and Why Is It Important for Lawyers to be Skilled in It Dr. Larry Richard The Mind of the Lawyer Leader: What is leadership and why is it important for lawyers to be skilled in it? Learn why leadership is difficult for lawyers, from managing relationships to influencing subordinates, colleagues and leaders in the firm, clients and others outside the firm. 10:40 Break Basics of Application of Leadership to Law Firms Mark Beese Understand and adopt attitudes, behaviors and techniques used by effective leaders in law firms and other professional organizations. Part 2: Lead Your Clients 10:55 Influencing Clients and Enhancing Their Experience by Maximizing Value Patrick J. Lamb It takes leadership to service a client perfectly. Hear secrets to success through implementation of a targeted client service program and discuss such client service topics as budgeting or resources, alternative fees and client satisfaction and the relationship of each on leadership of the clients being served. 11:55 Break Effective Leadership in Practice: Attorney Client Collaboration Stewart L. Levine Leadership is about influence and leading clients is mostly about influencing a client to resolution, either of a controversy or transaction. In this session, we identify the real costs of conflict, and discuss the steps to and attitude of, collaboration and resolution, and the means by which lawyers can prevent and manage future conflicts by addressing present differences. Part 3: Lead Your Firm 12:10p The Heart of a Law Firm Leader Linda A. Klein Leadership of a law firm is about leading a group of lawyer leaders. Leading lawyers and other professional staff is a truly unique journey. Klein discusses her experiences in leading lawyers while also leading and managing other professional staff in her law firm s Atlanta office, including both successes and challenges. Leading Lawyers in Times of Uncertainty Tom Grella Leading through conflict and crisis is a normal part of life for a lawyer leader. In addition to taking steps to avoid crisis, the lawyer leader must know how to respond to, and grow through, conflict and crisis. Grella discusses a lawyer leader s attitude, as well as actions, when facing times of difficulty. 1:10 Networking Lunch

4 2:15 Effective Leadership of a Practice Group or Client Project Pamela Woldow Legal project management (LPM), sometimes a difficult concept to define and understand, is actually the key to effective leadership of a smaller group of lawyers within a law firm. In this session, gain insight into the basic building blocks of LPM from the perspective of each member of the team each bearing contributory responsibility, and each, to one extent or another, a leader of others on the team with focus on the collaborative aspects of leading a team of lawyers. Part 4: Lead Your Profession con t Panel Discussion: Leadership Through Involvement in the Organized Bar Moderator: Kenneth E. Young Panelists: William C. Hubbard, Anne Ellefson, Lanneau W. Lambert and Jack Rives Experience an engaging conversation on the importance of active participation in the organized bar, and the need for forward thinking lawyer leadership in helping the organized bar address the difficult issues facing both the legal profession and society. Each panelist shares his or her experiences and gives suggestions to help elevate the attendees participation and leadership in the bar, the communities in which the lawyer is a part, as well as society generally, to a new level. 3:15 Break 3:30 The Lawyer as a Servant to Society Artika Tyer Members of the legal profession need to adopt a new form of leadership through collaboration to build and sustain social change and to create systemic change. Learn the steps Tyer has developed that can help each of us live up to our ethical duties to society as described in the Model Rules of Professional Conduct by: addressing a dire need, asking questions and sharing stories and enlisting parties and unleashing moral imagination. 4:00 Break (Optional video presentation) 4:15 Final Keynote: Leading Through a Future of Change Tom Daschle The legal Profession is experiencing significant and rapid change. Daschle believes that those who embrace change and understand the critical opportunity that this change presents, have unlimited capacity to succeed in the future. He discusses how lawyers should: stay engaged, connected and work together through the massive shifts and disruptive changes faced by lawyers and law firms, along with how to best lead others to thrive in the current evolving legal industry climate. 5:00 Adjourn

5 Program Information Moderator John E. Mitchell, KM Advisors, Chicago, IL Speakers Mark Beese, Leadership for Lawyers, Evergreen, CO Tom Bolt, Bolt Nagi PC, U.S. Virgin Islands Tom Daschle, Former U.S. Sen. and Sen. Majority Leader, The Daschle Group, Aberdeen, SD Anne Ellefson, South Carolina Bar Association, Columbia, SC Tom Grella, McGuire Wood and Bissette PA, Asheville William C. Hubbard, Nelson Mullins Riley & Scarborough, Columbia, SC Linda A. Klein, Baker Donelson Bearman Caldwell and Berkowitz, Atlanta, GA Patrick J. Lamb, Valorem Law Group, Chicago, IL Lanneau W. Lambert, National Conference of Bar Presidents, Chicago, IL Stewart L. Levine, Resolution Works LP, Oakland, CA Dr. Larry Richard, Lawyer Brain LLC, Wayne, PA Jack Rives, American Bar Association, Chicago, IL Artika Tyer, University of Saint Thomas, St. Paul, MN Pamela Woldow, Edge International, Penn Valley, PA Kenneth E. Young, Young Mayden LLC, Charlotte Hotel Information Contact hotel(s) directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. Embassy Suites, 201 Harrison Oaks Boulevard, Cary Rate: $159 Single/Double (Includes full cooked-to-order breakfast and manager s evening reception) Reservations: Reference Corporate ID: NCB or NC Bar Rate TownePlace Suites by Marriott, 120 Sage Commons Way, Cary Rate: $96 studio queen with sleeper sofa (Sunday Thursday) Includes complimentary Continental Breakfast. All rooms come standard with a fully equipped kitchen. Reservations: Ask for the NC Bar Association corporate rate.

6 P.O. Box 3688 Cary, NC Nonprofit Org. US Postage PAID Raleigh, NC Permit #297 We like to socialize. Visit us online for the latest news, photos, useful links and more. facebook.com/ncbaorg Search for North Carolina Bar Association linkedin instagram.com/ncbaorg Leadership American Bar Association (ABA) Lead Law 2015 Co-presented by the NCBA Center for Practice Management LIVE SIMULCAST Friday, October 23, 2015 NC Bar Center, Cary CLE CREDIT: 5.5 Hours Ethics/Professional Responsibility Program materials are 100% DIGITAL Step-By-Step Download Instructions 1. Go to 2. Click on Your Course Materials (on right-side navigation). 3. Log in. (If you need help with your log in, call ) 4. Click on the CLE program title. 5. Download and save.

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