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Candor, Courtesy & Confidences: Common Courtroom Conundrums
Original Program Date :


The panel, which includes Bar Counsel, Respondent’s counsel, and members of the judiciary, will discuss ethical issues relating to candor, courtesy, and confidences. The panel will explore relevant ethical rules, recent disciplinary cases, and share its observations regarding this timely subject.

Chair:
Patricia A. Sallen, Ethics at Law PLLC

Faculty:
Honorable Margaret H Downie, Presiding Disciplinary Judge, Arizona Court of Appeals
Honorable Joshua Rogers, Maricopa County Superior Court
Stacy Shuman, State Bar of Arizona
Donald Wilson Jr., Broening Oberg Woods & Wilson PC

Stacy L Shuman, Staff Bar Counsel, State Bar of Arizona
STACY L. SHUMAN is Staff Bar Counsel at the State Bar of Arizona. In addition to working in the Attorney/Consumer Assistance Program, which handles all incoming inquiries and consumer complaints about Arizona attorneys, Ms. Shuman investigates and prosecutes formal ethics complaints against attorneys, as needed. Ms. Shuman received a B.A. in 1987 from Saint Mary’s College and a J.D. in 1990 from Indiana University at Bloomington. After law school, Ms. Shuman joined an AV-rated, commercial firm in Indianapolis, Indiana. In 1998, Ms. Shuman relocated to Phoenix and later joined the Child and Family Protection Division of the Arizona Attorney General’s Office, where she remained for eleven years before joining the State Bar in 2011.
Margaret H Downie, Presiding Disciplinary Judge
Judge Downie is the Presiding Disciplinary Judge for the Arizona Supreme Court -- presiding over formal attorney discipline, disability, and reinstatement proceedings. Judge Downie previously served as Executive Director of the Arizona Commission on Judicial Conduct and Staff Director of the Arizona Supreme Court's Judicial Ethics Advisory Committee. From 2008 to 2017, Judge Downie was a judge on the Arizona Court of Appeals, Division One. Prior to that, she spent 11 years on the Maricopa County Superior Court, where she was Associate Presiding Judge and Civil Presiding Judge.

Judge Downie graduated with a B.A. degree, magna cum laude, from the University of Arkansas at Little Rock. She received her J.D. degree, magna cum laude, from Georgetown University in Washington, D.C. After law school, Judge Downie worked in the civil litigation department of Jennings, Strouss & Salmon in Phoenix. Thereafter, she spent almost ten years in the lawyer regulation department of the State Bar of Arizona, ultimately serving as Chief Bar Counsel.
Donald Wilson, Jr, Shareholder, Broening Oberg Woods & Wilson PC
is a senior member in the law firm of Broening Oberg Woods & Wilson, P.C., which he joined in 1981. Mr. Wilson is an experienced litigator, with substantial trial experience. He concentrates his practice on the defense of attorneys in malpractice and disciplinary matters. Mr. Wilson served as a Judge Pro Tem on the Maricopa County Superior Court bench for twenty years, and is a past president of the Arizona Association of Defense Counsel. He is also a member of the International Association of Defense Counsel and is certified in legal malpractice by the American Board of Professional Liability Attorneys. Mr. Wilson was selected by his peers as a Best Lawyer in legal malpractice in 2011-2019 and has been named Lawyer of the Year for legal malpractice defense by Best Lawyers in 2014, 2016 and 2019. He has also been nominated as a Southwest Superlawyer in legal malpractice for multiple years, including 2019. He is also a member of the Arizona Attorney Ethics Advisory Group. Mr. Wilson completed his undergraduate education and obtained his law degree at Arizona State University. In his leisure time, Mr. Wilson enjoys the company of his wife, Mary, and is an avid reader and archery hunter. Mr. Wilson can be reached at dwj@bowwlaw.com.
Patricia A Sallen
Patricia Sallen is a lawyer in private practice focusing on professional responsibility issues. She represents lawyers in discipline and admission matters, provides ethics advice to lawyers, serves as an expert witness on professional-responsibility issues, and consults on a myriad of other law-related topics. She regularly presents at CLE seminars and publishes articles about professional responsibility and writes the Eye on Ethics column for Arizona Attorney. She also has taught professional responsibility as an adjunct professor at the Arizona State University Sandra Day O'Connor College of Law for more than a decade. In addition to practicing in private law firms, she spent more than 15 years working for the State Bar of Arizona as both a bar counsel and ethics counsel and supervised programs such as the Fee Arbitration Program and Client Protection Fund. She served as expert consultant to the Arizona Supreme Court's 2014-15 comprehensive ethical rules review effort and to the Court's 2019-20 Task Force on the Delivery of Legal Services, which resulted in the groundbreaking rule changes allowing non-lawyer firm ownership and legal paraprofessionals. She currently serves on the State Bar's Ethics Advisory Group and the Supreme Court's Task Force on Ethics Rules Governing the State Attorney General, County Attorneys, and Other Public Lawyers.
Joshua D Rogers
was appointed to the Maricopa County Superior Court in September 2015. Since his appointment, Judge Rogers has served on the civil bench, the family bench, and the juvenile bench. Prior to his appointment, he was a shareholder with the Phoenix coverage boutique firm of Kunz Plitt Hyland & Demlong. In his practice, Judge Rogers was involved in analyzing and litigating numerous complex insurance coverage matters in representation of insurance companies in numerous states. A major portion of his practice involved representing insurance companies in defense of insurance bad faith claims. Judge Rogers also analyzed complex advertising injury and personal injury general liability coverage claims. Judge Rogers is one of three associate authors for COUCH ON INSURANCE 3D, a nationally recognized authoritative treatise on insurance law. He received his B.A. in Political Studies, summa cum laude, in 1998, from The Master's College and his J.D., cum laude, in 2001, from Pepperdine University School of Law.

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