Staying on top of professional trends and managing the business of your practice will help you stand out. Explore current ethical issues faced by many lawyers and learn how to avoid them. Join Ethics and Bar Counsel as they work through key topics of interest to lawyers who want to manage their business effectively, ethically and endure the storms.
Topics to be covered: Conflicts Confidentiality Fee Agreements Law Office Technology And more.
Chair: Sarah Epperson, Ethics Counsel, State Bar of Arizona
Faculty: Kelly Flood, Bar Counsel, State Bar of Arizona Patricia Sallen, Ethics at Law PLLC Stacy Shuman, Intake Bar Counsel, State Bar of Arizona Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
|2023 Ethical Trends Materials (3.7 MB)||120 Pages||Available after Purchase|
|Additional Handout (2.2 MB)||43 Pages||Available after Purchase|
is Ethics Counsel for the State Bar of Arizona, where she advises lawyers through the Ethics Hotline, presents ethics-related CLE programs, acts as legal advisor to the Fee Arbitration Program, serves on the Ethics Advisory Group, and acts as liaison to the Arizona Supreme Court's Attorney Ethics Advisory Committee. Sarah is an Arizona native who earned her B.A. in Political Science from the University of Arizona, summa cum laude, and her J.D. from the University of Arizona, James E. Rogers College of Law. After earning her law degree, Sarah served as a Judicial Law Clerk for the Honorable Virginia C. Kelly of the Arizona Court Of Appeals, Division II. Prior to assuming the role of Ethics Counsel, Sarah enjoyed a varied career in private practice, with experience in civil and commercial litigation, estate controversies, insurance defense, and civil appeals. She was honored as a Southwest Super Lawyers Rising Star from 2020 to 2022 and was listed with the Best Lawyers in America: Ones to Watch in both 2021 and 2022. Sarah is admitted to practice in Arizona and the U.S. District Court for the State of Arizona and is a member of the Association of Professional Responsibility Lawyers, the American Bar Association Center for Professional Responsibility, and the Arizona Women Lawyers Association. When not in the office, Sarah can be found reading in the Arizona sunshine, planning her next international adventure, or cheering on the Arizona Diamondbacks.
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.
practices at the State Bar of Arizona as Bar Counsel, Litigation, handling attorney discipline matters. Prior to joining the Bar, Kelly was a Supervising Attorney for the ASU Alumni Law Group, a teaching law firm created by the Sandra Day O'Connor College of Law. At the ASU Alumni Law Group, Kelly engaged in the practice and supervision of new attorneys in areas including: complex commercial litigation and class actions, labor and employment, general contract disputes, criminal defense, and appeals in civil, criminal, administrative, and family law. Kelly was also responsible for curriculum development, structured in-house training of new associates, and general law firm management. Before joining the ASU Alumni Law Group, Kelly was a Senior Staff Attorney at the ACLU of Arizona, and before that she was a Shareholder at Polsinelli, in the commercial litigation section. After law school, Kelly clerked on the Arizona Court of Appeals, for Judges Sarah Grant, Rudy Gerber, and Rebecca Berch. Kelly is a graduate of the Sandra Day O'Connor College of Law, where she teaches as an adjunct professor.
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
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; Diversity, Equity and Inclusion; 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.
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, 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 co-authors 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 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.