Substantive Best Practices Best Practices in Law Office Management

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1 Substantive Best Practices Best Practices in Law Office Management Click on any item to view associated materials Biographies of Speakers Robert Katzenstein, Esquire, Smith, Katzenstein & Jenkins LLP Geoff Langdon, CPA, Managing Director, Cover & Rossiter Steven C. Taylor, USI Insurance Services of Delaware, Inc. Jeffrey M. Weiner, Esquire, Law Offices of Jeffrey M. Weiner, PA Lawrence I. Zutz, Esquire, USI Insurance Services of Delaware, Inc. Program Materials * Program Materials * The forms included herein are samples only and may not be appropriate for any particular matter. 1

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5 GEOFFREY M. LANGDON, CPA 1678 Waterglen Drive West Chester, PA (484) BUSINESS EXPERIENCE Cover & Rossiter, P.A., Wilmington, Delaware Present As a Director of Cover & Rossiter, for over twenty-five years, the main emphasis is on closely-held companies and litigation consulting. Geoff is currently a Commissioner of the Wilmington Housing Authority, member of WEFAC and has consulted with the City of Wilmington on tax code development and collection procedures. Industry experience includes manufacturing, distribution, retail, financial management, real estate, construction, and health field. Geoff has been providing forensic accounting investigations and expert testimony services for twenty years. Testimony has been given in Chancery, Superior, Federal, Bankruptcy and Family Courts and both civil and criminal cases on behalf of both plaintiffs and defendants. Recent topics include the valuation of a partnership interest in cash out merger, determination of whether a fee charged by a municipality is a hidden tax, determination of whether an individual conducted mortgage fraud, accountant s malpractice in the fraud of a municipality, and a Family Court case regarding the valuation of a personal service business. During tenure in the rotating position of Managing Partner of Cover & Rossiter, developed the management team and implemented corporate strategy for forty-person firm, establishing it as one of Delaware s strongest and largest public accounting firms. Geoff is responsible for completion of the firm s first peer review and admission to SEC Practice Section of the American Institute of Certified Public Accounting. University of Delaware Fall Semester, , Adjunct Professor of Financial Accounting, Section 207 University of Pennsylvania, Philadelphia, Pennsylvania Executive Assistant to the Vice President for Finance Served as principal staff assistant to the Vice President for Finance. Performed financial analysis and made recommendations concerning financial accounting issues, financing alternatives, budgetary issues, financial policies and organizational structure. Assisted the Vice President in the consummation of a $106 million bond issue for the Hospital of the University of Pennsylvania, a $24 million floating fixed rate bond issue and an innovative parent/student tuition financing plan. Negotiated contracts for asbestos removal program for University dormitories including contractor, consultant and insurance program. Coordinated departments reporting to Vice President for Finance including Controller, Treasurer, Data Processing, Internal Audit and Risk Management.

6 Geoffrey M. Langdon, CPA Page 2 Coopers & Lybrand, Philadelphia, Pennsylvania Supervisor Planned and supervised audit engagements. Responsibilities included research and analysis of accounting and auditing pronouncements, SEC reporting regulations and tax regulations. Prepared reports to management, recommending improvements in financial accounting controls, data processing operations and controls and tax planning. Responsible for supervision and evaluation of staff auditors. Engagements included the following: a publicly held, multinational manufacturing company, a publicly held engineering consulting firm with over $250 million in annual billings, and one of the nation's largest universities. Served as an instructor for staff accountant training programs. PROFESSIONAL AFFILIATIONS American Institute of Certified Public Accountants Delaware Society of Certified Public Accountants Diplomat of the American Board of Forensic Accountants Registered Investment Advisor for FirstAdvisor Wilmington Rotary Club Graduate - Leadership Delaware EDUCATION Graduated from the Pennsylvania State University in 1978 with a Bachelor of Science Degree majoring in accounting. References available upon request. REFERENCES

7 STEVEN C. TAYLOR Biographical Information Steve Taylor is a graduate of the University of Delaware where he was an Academic All American. After graduation, he spent 5 years in professional baseball playing for the New York Yankees. He served 10 years in the Delaware General Assembly where he was instrumental in the return of professional baseball to Delaware after a 45-year absence spearheading the return of the Wilmington Blue Rocks in Steve has spent the past 25 years with USI Insurance Services, Inc. formerly known as Willis of Delaware, Inc. or Zutz Insurance Group where he serves as a Vice President in the Professional Liability Division. He spends a substantial amount of his time advising accounting and law firms on insurance needs. His other responsibilities include Commercial Lines and Employment Related Practices Coverage.

8 Jeffrey M. Weiner, Esquire BA--Syracuse University 1969 JD--Boston College Law 1972 DE Bar 1972 to present

9 Larry Zutz is a Phi Beta Kappa graduate of Indiana University ( 68) and Yale Law School ( 71). In 1975, he accepted a General Counsel and Executive role at The Zutz Group and was named President in Before becoming part of HRH in 2006 and then Willis in 2008, The Zutz Group was the largest independently owned insurance brokerage in Delaware and has continued to preserve a proud family history since Now Managing Partner of Willis of Delaware, Inc., Larry has been responsible for much of the growth and success of the Wilmington office, which has evolved over the years to specialize in creating custom insurance programs for trade groups, professional associations, and professional organizations. The firm currently insures more than 15,000 members of Affinity organizations throughout the United States and has earned the sponsorship and endorsement of many professional organizations, including Bar Associations, Dental Societies, and Medical Societies. Larry is a retired Captain in the United States Army Reserve and a former professional golfer. He has served in various Board positions and continues to be active with numerous civic and professional associations. Most importantly, he is happily married to Joyce Maloney Zutz and the proud father of Jessica and Michael.

10 Protect your from everyone, even yourself. The Delaware State Bar Association has the solution. istockphoto.com/imagedepotpro When sending an , it is best to proceed with caution. ThinkTwice before hitting send. Our software for Outlook gives users a second chance to verify the intended recipient of the message. Save yourself from the potential embarrassment, or worse, of sending a confidential to an unintended recipient. Free 30-day Trial: For more information, call Rina Marks: (302) ThinkTwice Due Diligence

11 ThinkTwice Due Diligence The Due Diligence System can protect you so you ll never need an oops key again. Protect your ...even from yourself! Accidentally sending an to the wrong recipient can cause embarrassment, or worse. It can be a minor annoyance that may only require a follow-up apology , but it can also be the accidental sending of very sensitive or confidential information that can potentially cost millions of dollars and get you in trouble. For more information, call Rina Marks: (302)

12 INSURANCE MATTERS FOR LAW PRACTICES Steve Taylor Willis of Delaware, Inc. 300 Delaware Avenue, Ste Wilmington, DE

13 INSURANCE COVERAGES Know the Lease Property Worker s Compensation General Liability Business Interruption Fidelity Bonds ERISA Plans Benefit Plans Fiduciary Liability Claims Made Employment Practices

14 PROFESSIONAL LIABILITY Claims Made What is the Right Limit? Selecting a Carrier / Broker ERP or Tail Limits and Deductible Length of Tail / Options Cost of Tail Successor Firm Sole Practitioner