Schedule and Education

 

Wednesday, March 29

What’s New and Essential: ALA Website, Resources and Online Community Overview

10 a.m. Central

This one-hour session will give you an overview of the new and essential tools on ALA’s website through the eyes of a chapter leader. You will learn where to find new information on ALA’s website and how to use the Online Community as a chapter leader; locate and understand how to maximize the benefit of the DEIA, Chapter Resource Page, education, and events sections.

Objectives:

  • What’s new on the ALA website and how it can help you as chapter leaders?
  • Learn resources available for chapter leaders.
  • Learn how the education and events section is able to guide you.

Goldstein_Elyssa-2017-08

Elyssa Goldstein, CLM, PHR, SHRM-CP, is the Firm Administrator of Rebenack, Aronow & Mascolo, LLP, with three offices located in Central New Jersey. She served on the Board of Trustees of the New Jersey Chapter of ALA for eight years, including one year as President. At the Association level, Goldstein has served as Chair of the Membership Development Committee, as well as on the Certification Committee and the 2021 Annual Conference & Expo Planning Committee. She will officially join the Board of Directors this May. Goldstein graduated with a bachelor’s in music from Hofstra University in Hempstead, New York.


Stephanie A. Hood is the Executive Director of Hirschler, a Richmond, Virginia-based 90-attorney law firm. Hood has more than 30 years of extensive managerial and leadership experience within professional service organizations. Prior to joining Hirschler, she worked as the Executive Directors of midsize firms in the Greater Boston area. Hood has been an active member of ALA for over 25 years and has held a number of leadership positions with the Boston Chapter and the international Association. She is currently serving the organization as a member of the Chapter Leadership Team. 


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Rose A. Jaworecki is the Legal Office Administrator at Thompson Hine LLP’s New York office. She is also the Co-Manager of the Firm’s National Resource Group. Jaworecki has more than 30 years of managerial and leadership experience at small to large firms in New York. She served on the ALA New York City Chapter Board for five years, including one year as President. At the Association level, she served on the 2018 Annual Conference & Expo Planning Committee. Jaworecki is currently a member of the Chapter Resource Team and in May, she will begin another two-year term on the team.

 


Fiduciary Duties … What Does That Even Mean?!

2 p.m. Central

When serving on a board or in an officer position, the chapter leader takes on unique fiduciary responsibilities because they are in a position of trust. Meeting the three primary duties of care, loyalty and obedience will satisfy those legal and financial standards. This interactive presentation will educate and inform, providing examples and resources for you and your board to follow for effective chapter management.

Objectives:

  • Define fiduciary responsibility.
  • Explain the relationship between ALA and chapters.
  • Review the legal status and responsibilities of a chapter board.
  • Discuss Duty of Care, Duty of Loyalty,and Duty of Obedience, including best practices.
  • Understand the financial management and responsibilities of a chapter board.

Michael Keatts is a Regional Office Administrator for Bowman and Brooke LLP where he manages branch offices in Richmond, Virginia; New Brunswick, New Jersey; and Orlando, Florida. Keatts has been a member of ALA and the Richmond Chapter for 19 years. Locally, he has served as the President of the Richmond Chapter for two years and has been a committee member of the Virginia ALA Statewide Retreat for 11 consecutive years. Currently, Keatts serves as a member of the Chapter Resource Team and previously served on the Membership Development Committee, the Annual Conference Committee and the Annual Nominating Committee.


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Karie Rivkin, CLM, is the Chief Financial Officer for Eichelbaum Wardell Hansen Powell & Muñoz, PC. Rivkin has been a member of ALA and the Austin Chapter for over 20 years, serving in various volunteer positions. Currently, she serves as a Director on ALA’s Board of Directors. Devoting her career to the legal industry, Rivkin is a futurist, always looking for solutions to implement in all areas of the business of law. 


White _tina-2020-03

Tina White, CLM, is the Firm Services Manager for Shook, Hardy & Bacon L.L.P. She has been a member of ALA and the Greater Kansas City Chapter for over seven years, is currently the President of the Greater Kansas City Chapter, part of the chapter’s Business Partner Relations Committee, and Scholarship Committee. White serves as a member of ALA’s Chapter Resource Team and the 2023 Intellectual Property Conference for Legal Management Professionals Planning Committee. Additionally, she served as a member of the ALA Annual Conference Planning Committee, Regional Legal Management Conference Planning Committee, and the Compensation and Benefits Working Team. 

 


Daily Wrap-Up Discussion

3:30 p.m. Central

Have thoughts and suggestions about today’s sessions? This interactive 30-minute session is for you. You will have the chance to share your ideas and ask any questions with today’s speakers.

 


Thursday, March 30

Pathways to Excellence: A Playbook for Your Chapter

10 a.m. Central

This session will cover the responsibilities outlined in ALA’s Chapter Performance Objectives and point you towards resources to ensure your success. We will address the goals outlined in the Presidents’ Award of Excellence in a “playbook” format you can easily use to lead your chapter and attain this recognition at the end of your chapter year. The session will offer the opportunity for interaction as we collaborate to face our challenges. It will also serve as a prelude to the Chapter Leadership Institute’s deeper dive into these topics.

Objectives:

  • Overview of ALA’s Chapter Performance Objectives.
  • Identify ALA resources to complete these objectives.
  • Link the Chapter Performance Objectives to the Presidents’  Award of Excellence.
  • Demonstrate how these initiatives form a “playbook” to the successful management of your chapter. 

Kevin S. Lee, FMP, JD, MDiv, is the Building Management Administrator for the City of San Jose. He has been in the legal profession for more than 25 years, working as a Senior Litigation Legal Analyst — specializing in intellectual property and general business litigation with several prominent law firms — and as a Legal Support Manager at the City of San Jose Attorney’s Office. Additionally, he served as a board member for ALA’s Silicon Valley Chapter and as a member of the Chapter Resource Team. He is currently serving on ALA’s Board of Directors.


Jerry McPeake, MSLA, is the Chief Operating Officer at Minor & Brown, PC. He has worked in the legal field his entire adult life first as a data entry clerk, then as a paralegal for 17 years, and finally in legal administration for the last 19 years. He served on the Board of Directors at the Mile High Chapter for 11 years, including as Chapter President. He was an ALA Regional Representative from 2014–2016; and was on the 2017 Annual Conference Committee. He currently serves on the ALA Board of Directors.


kathryn simpson vidal

Kathryn Vidal, CLM, SHRM-CP, is a Consultant with We’re Boss, LLC, a resource for small and midsize law firms. She has worked in legal management since 1992 as an Administrator and Office Manager. Additionally, she has served ALA in several capacities, including Vice President and President of the Houston Chapter and member and Chair of the Regional Legal Management Conference Planning Committee. She is currently a member of the Certification Committee and the Chapter Resource Team. 

 


Financial Controls: A Vital Part of Chapter Leadership

2 p.m. Central

Financial policies clarify the roles, authority and responsibilities for essential financial management activities and decisions. Adopting a financial policy establishes fiduciary responsibility and accountability for every person involved with your chapter's financial transactions. Internal financial controls help prevent theft, fraud and misappropriation of funds. These same controls provide transparency to chapter members, business partners and the legal community. We will discuss how establishing a clear, organized, systematic set of internal financial controls will pay dividends for your chapter’s financial sustainability and longevity.

Objectives:

  • Discuss chapter governance.
  • Detail managing chapter financials and incorporating key financial controls.
  • Identify best practices.
  • Develop a written financial policy.
  • Recognize cybersecurity risks.
  • Discuss insurance options.

armstrong-travis

Travis Armstrong, CLM, CPA, is the Chief Operating Officer for English, Lucas, Priest & Owsley, LLP (ELPO Law), a regional firm with three offices and 32 attorneys, headquartered in Bowling Green, Kentucky. He has been a member of ALA since 2005, when he first accepted a position in the legal management profession. He immediately joined ALA and became a member of the Middle Tennessee Chapter, where he served as Treasurer for six years, then Vice President and President. In addition to his local chapter service, he served two years as a Regional Representative before becoming a member of the 2017 and 2018 Annual Conference Planning Committees. He then served as Chair of the 2019 Annual Conference Planning Committee, followed by two years on the Certification Committee. He is currently in his second year as a member of the ALA Board of Directors. Armstrong holds his Certified Public Accountant (CPA) license, as well as the CLM.  


friends_michelle

Michelle Friends is a Law Firm Operations Professional with over a decade of business development and administration experience. She particularly enjoys focusing on strategic planning for culture, information technology, compensation and bonus structures, and recruiting and retention. Currently, she serves on the Chapter Resource Team for ALA. Friends holds a master’s in legal administration from the University of Denver Sturm College of Law. Her career in legal began in marketing and business development. She has served in numerous roles for the Legal Marketing Association, including the role of Treasurer for the International Board of Directors in 2022. She received her undergraduate degree from Metro State. 


Kameelah Hakeem, MBA, is the Administrative Director at Sullivan & Cromwell LLP. She attended law school and earned her MBA. Additionally, she is a Notary Public and a certified life insurance agent and a professional singer in the family vocal group, Royalty, previously signed with the Warner Bros. recording label; she lends her voice to the Los Angeles Lawyers Philharmonic. As the immediate Past President of the Greater Los Angeles Association of Legal Administrators Chapter (2021–2022), she championed innovation and creativity by leveraging diversity and the talent in their chapter to offer continued education to its members. She is a member of the ALA Chapter Resource Team and was recently appointed to ALA’s Diversity, Equity, Inclusion and Accessibility Committee. 

 


Daily Wrap-Up Discussion

3:30 p.m. Central

Have thoughts and suggestions about today’s sessions? This interactive 30-minute session is for you. You will have the chance to share your ideas and ask any questions with today’s speakers.

 


Friday, March 31

Elevate Your Board Structure

10 a.m. Central

Join us as we work through ways to elevate your chapter’s board structure. We will offer goals, reporting, resources, collaboration opportunities and tip/tricks for the executive committee, board meeting operations, board positions, board committees and how the Chapter Resource Team and Online Communities are here to assist you. Come with your questions!


Sarah Cramer is Director of Human Resources at Baker Sterchi Cowden & Rice LLC where she oversees all HR functions for the firm’s four Midwest locations. Cramer has more than 14 years of law firm experience in many legal support and management roles. She joined ALA in 2013 and is an active Greater Kansas City Chapter member, serving in various roles, including President, Business Partner Committee Chair and Membership Committee Chair. She is also a member of the Gateway Chapter. Cramer currently serves on ALA’s Chapter Resource Team.


Nick Manty is the Marketing Manager at Barnes & Thornburg’s Minneapolis office. He started his career working as a Firm Administrator for a boutique law firm specializing in bankruptcy and creditors’ rights. At Barnes, working with a team of skilled professionals from across the country, he oversees all marketing initiatives for the Minneapolis market and the firm’s alumni program. In addition to his marketing work, Manty is passionate about professional development and is active in the Legal Marketing Association and ALA, where he serves on the Chapter Resource Team. In that role, he advises local chapter leadership across the country.


Clara Onderdonk, CLM, is Office Manager of Ernstrom & Dreste, LLP in Rochester, New York. Within ALA, she is Past President of the Western and Central New York Chapter, served on the Annual Conference Committee three times, Regional Nominating Committee twice, Association Nominating Committee, Student Scholarship Mentor with the Foundation of ALA, Region One Team, and Chapter Resource Team. She currently serves as a Director on ALA’s Board of Directors. 

 


Diversity, Equity, Inclusion and Accessibility: Overcoming Fears and Obstacles

2 p.m. Central

Note to attendees: Please bring your chapter’s mission/DEIA statements with you to this session for the discussion.

Are you looking for resources to implement your chapter’s diversity, equity, inclusion and accessibility (DEIA) initiatives? Does your chapter have a DEIA statement? Does it seem daunting to start? In this interactive workshop, we'll share tips and give some actionable items to move your chapter into holistic thinking regarding inclusion and belonging, no matter your chapter size. 

Objectives:

  • Discuss the DEIA pillar in ALA’s Strategic Direction.
  • How to write your chapter's mission statement.
  • What’s required for the Presidents'  Award of Excellence.
  • Provide ideas and resources.

Judy Hissong, CLM, PCC, is the President of Nesso Strategies, a law firm consultancy that speaks, trains and coaches on leadership. Hissong is a Certified Legal Manager and Professional Certified Coach. She is a Past President of the San Diego Chapter of ALA, the 2006 Annual Conference Chair, and currently serving the Association on the International Board of Directors.


Terri Moore-Natal, SPHR, is the Director of Administration at Holzer Patel Drennan, a boutique intellectual property and business law firm in Denver, Colorado. Moore-Natal is certified as a Senior Professional in Human Resources (SPHR) and has served on the Mile High Chapter ALA Board of Directors in many roles, including President. She is currently serving ALA as a Membership Ambassador and Chapter Resource Team member. In May 2023, Moore-Natal will become a member of ALA’s Board of Directors.


Carrie Valenzuela is the Branch Office Manager for the Scottsdale, Arizona, office of Meagher & Geer, PLLP. She began her career as a legal professional in Tucson and has been in the Phoenix area since 2012. She has been a member of ALA for over 10 years and is an active member of the Arizona Chapter serving in various roles, including Chapter President (2021–2022). Valenzuela is continuing her service to ALA as a Chapter Resource Team member.

 


Daily Wrap-Up Discussion

3:30 p.m. Central

Have thoughts and suggestions about today’s sessions? This interactive 30-minute session is for you. You will have the chance to share your ideas and ask any questions with today’s speakers.