Purchase each day separately or both for a discounted price!
DAY ONE: Thursday, October 10, 2024 (In-person & Webcast)
We will discuss the following topics during Day One's program:
• Trust Accounting Essentials
Jennifer Fite, Lawyer Assistance Programs Director, State Bar of Arizona
• Lawyer Marketing - Overview, Strategy, and Best Practices
Dustin Ruge, CEO, Law Leaders
• Lawyer Regulation: How to Avoid Getting a Call from the Bar
Craig Henley, Senior Bar Counsel, State Bar of Arizona
• Lawyer Wellbeing
Alexis Firehawk, Carpenter Hazelwood Delgado & Bolen LLP
Alisa Gray, Tiffany & Bosco PA
• Bar Services
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
DAY TWO: Friday, October 11, 2024 (Zoom Webinar)
We will discuss the following topics during Day Two's program:
• Tax Deductions for Small Firms: deductions, plans, make the most of your income, retreats
• Risks of Practicing at Home
Michael Maschke, Sensei Enterprises
• Crisis Averted: Succession Planning for Attorneys
Jordan Turk, Smokeball
• Fastcase Updates
Lisa Smith-Crissey, Fastcase
Alisa J Gray, Shareholder, Tiffany & Bosco PA
Alisha Gray is an AV-rated shareholder at Tiffany & Bosco, P.A. in Phoenix, Arizona. Her practice emphasizes probate-related litigation, administration, and mediation, representing corporate trustees, professional fiduciaries, and individuals in such matters as complicated or contested guardianships, conservatorships, estates, and trusts. Alisa also serves as an expert witness or consultant in probate-related matters. She has served on numerous State Bar Sections and Committees, including the Probate and Trust Law Section and the Mental Health and Elder Law Section (now, the Elder Law, Mental Health and Special Needs Planning Section), as well as two terms on the CLE Committee. Alisa is a certified yoga instructor and, in addition to teaching regularly at Desert Song Healing Arts Center, frequently offers her yoga instruction and insights to lawyers, judges and other professionals in the legal world. In 2015, Alisa was selected as one of the Most Influential Women in Arizona Business. She has recently been recognized as an AZ Business Leader for 2019. Alisa is a frequent lecturer not only on probate, trust and elder law matters, but also ethics, stress management and mindfulness.
Craig D Henley, State Bar of Arizona
Craig Henley is a motivated, personable lawyer with thirty (30) years of trial experience in a variety of forum including, but not limited to, local, state and federal courts in the states of Arizona, Louisiana, Texas and Ohio. Craig is licensed in both the State of Arizona and State of Louisiana (inactive) but has practiced exclusively as Senior Bar Counsel with the State Bar of Arizona for the last eleven (11) years. He has previously served as an Assistant District Attorney with the Louisiana 16th Judicial District Attorney's Office and practiced law with various sized law firms in the State of Arizona. Craig was a partner at the Law Offices of Henley & Hicks and solo practitioner at the Law Office of Craig Henley for six (6) years. Among his high-profile cases, Craig has successfully litigated a securities fraud case in the State of Ohio valued at well over one hundred eighty million dollars ($180MM), prosecuted an extensive voter fraud case in the State of Louisiana and represented the State of Arizona Treasurer.
Roberta L Tepper, Chief Member Services Officer, State Bar of Arizona
Roberta Tepper, Chief Member Services Officer for the State Bar of Arizona, has been with the State Bar since 2004. Roberta leads the Member Services Division team which supports numerous programs and departments, including Continuing Legal Education; Lawyer Assistance Programs (Practice 2.0 and MAP); Legal Specialization; Mandatory CLE and Compliance; the Bar’s Resource Center, and more. Roberta served as the Lawyer Assistance Programs Director, from 2013 until September 2021, which included responsibility for Practice 2.0, the State Bar of Arizona’s practice management advice program, the Bar’s Member Assistance Program, and support for the Bar’s 30 Sections as well as the Young Lawyer and Senior Lawyer Divisions. Roberta previously served as a prosecutor in North Carolina; worked in court administration in Delaware; and served as Bar Counsel and then Senior Bar Counsel in the Lawyer Regulation Office at the State Bar of Arizona.
Ms. Tepper is an active member of the Law Practice Division of the American Bar Association, serves as the Division’s Secretary, is the Feature Editor for Law Practice Magazine, a member of the Ethics and Professional Responsibility Committee, Lawyer Wellbeing Committee, Women Rainmakers, and the Strategy and Planning Committee, and served as the co-Chair of ABA TECHSHOW 2021. She is a frequent author of articles on practice management, best practices and lawyer wellness and well-being for the ABA’s Law Practice Magazine and Law Practice Today. She also co-authored Tech From the Trenches, a column for Law Practice magazine that addresses best practices and the use of technology in the practice of law.
Roberta is a Fastcase 50 honoree (2019), an award that recognizes innovators, visionaries and leaders in law and was selected as one of the 2021 Women of Legal Tech honorees by the ABA’s Legal Technology Resource Center. She chairs the Practice Management Advisors of North America, is a Past President and an ex officio member of the Arizona Women Lawyers Association Board of Directors and, as a past chapter President, is an ex officio member of the AWLA, Maricopa Chapter, Steering Committee. A graduate of the University of Arizona College of Law, Ms. Tepper is admitted to practice in Arizona and is an inactive member of the North Carolina and Delaware Bars.
Jennifer B Fite, State Bar of Arizona
is the Lawyer Assistance Programs Director for the State Bar of Arizona. Before joining the Bar, Jennifer had a varied career working primarily in civil litigation, most recently serving as Litigation Attorney and Managing Partner of a small firm. Jennifer has a Juris Doctorate from Southern Illinois University School of Law, Carbondale and received her Bachelors of Arts in International Relations from the University of Southern California. She has been licensed to practice in the State of Arizona since 2002 and is also admitted to practice in the U.S. District Court for the District of Arizona and the United States Supreme Court. She is a past Judge Pro Tempore.
Alexis Guanzon Firehawk
ALEXIS FIREHAWK practices in the areas of community association law, business law, and litigation. She focuses on entity formation and dissolution, securities, general counsel, and civil litigation. Alexis counsels nonprofit and for-profit organizations of all sizes, across industries, regarding business transactions and strategy, capital market transactions, intellectual property disputes, and conflict resolution. Alexis’ practice includes advising companies, boards of directors, and individuals on statutory and regulatory compliance; assisting clients with respect to employment and consulting agreements, contract interpretation and negotiation; and advising clients with regard to compliance with internal policy and procedure. Alexis also represents companies on both sides of civil litigation, bringing affirmative claims and providing litigation defense. Alexis manages the Firm’s summer associate, internship/externship, and mentor programs. She believes that success is inspired by building relationships. Prior to joining the firm, she created corporate policy for global companies and advised on Information Governance and eDiscovery issues including privacy, security, and regulatory compliance. She is admitted to practice in Arizona; US District Court, Arizona and the US Court of Appeals, Ninth Circuit. Education: California Western School of Law, JD, cum laude; W.P. Carey School of Business at Arizona State University, BS, Economics, cum laude; University of Strathclyde, Glasgow, Scotland, International Business Certificate; Arizona State University’s Center for Mindfulness, Compassion, and Resilience, Mindfulness Leadership Certificate; Warrior One Mindfulness in Law Teacher Training, Certificate of Completion.
Dustin Ruge, Law Leaders