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On Demand

Arizona ABS Law Firm Licensing: After Two Years, How Goes This Program?


Total Credits: 3 CLE, 3 Ethics

Average Rating:
   16
Categories:
Ethics
Faculty:
Suzanne Porter |  Amy K Rehm |  Lynda C Shely
Format:
Audio and Video
Original Program Date:
May 19, 2023


Description

Two years after implementation of this program learn how Arizona alternative business structure (ABS) law firms are operating and what is required to apply for a license (and thereafter).  The panel will cover:

  • How the ABS application process is working
  • What information must be provided for licensure 
  • Which firms have been licensed so far and their practice areas 
  • When changes to the ABS firm must be reported to the Court
  • What is required for the semi-annual compliance audits
  • What happens if a Bar charge is filed against the firm (and lawyers in the firm)

         
Faculty:
Suzanne Porter,  Legal Service Innovations Officer, Arizona Supreme Court 
Amy Rehm, Deputy Chief Bar Counsel, State Bar of Arizona
Lynda C. Shely, The Shely Firm PC

Handouts

Faculty

Suzanne Porter Related Seminars and Products

Rocket Lawyer Inc.


SUZANNE PORTER is General Counsel for LegalSifter, a legal technology company that combines artificial and human intelligence in products built as software, service, or both. Prior to joining LegalSifter, Suzanne was the Legal Service Innovations Officer at the Arizona Supreme Court where she implemented and managed all aspects of the Alternative Business Structure and Legal Paraprofessional programs in addition to a range of pilot programs recommended by the Task Force on the Delivery of Legal Services. Suzanne began her career as a patent litigation attorney in New York and Toronto and later taught as an adjunct professor at the University of Toronto Faculty of Law. She also held the role of Director of Content at LexisNexis where she led a team of experts to develop legal technology products designed to improve workflow and productivity in the legal profession.


Amy K Rehm Related Seminars and Products

Deputy Chief Bar Counsel

State Bar of Arizona


Amy K. Rehm currently serves as the Deputy Chief Bar Counsel at the State Bar of Arizona. Amy graduated from Miami University in 1991 with a B.S. degree in Business Administration. In 1994, she graduated magna cum laude from the University of Dayton School of Law where she was a member of the law review. After graduation, Amy served as a staff attorney at the Twelfth District Court of Appeals in Ohio. Upon relocating to Arizona in 1996, Amy worked as a Deputy County Attorney at the Maricopa County Attorney's Office in the vehicular crimes bureau. Since joining the State Bar of Arizona, Amy has served as staff bar counsel, senior bar counsel, and Director of Litigation prior to assuming her current role as Deputy Chief Bar Counsel. In her current position, Amy is responsible for the day-to-day oversight of the Lawyer Regulation Division. Amy frequently serves as faculty for continuing legal education courses on ethics and professional responsibility as well as serving on other committees in those areas.


Lynda C Shely Related Seminars and Products

The Shely Firm PC


Lynda C. Shely, is a shareholder in Klinedinst PC in Phoenix, Arizona, where she provides legal ethics and Alternative Business Structure (ABS) law firm regulatory advice to lawyers and law firms. She advises firms on all legal ethics topics including fees, conflict waivers, advertising, trust accounts, ethical use of technology, and staff supervision obligations. Lynda was the 2020 – 2023 chair of the ABA Standing Committee on Ethics and Professional Responsibility, an Arizona Delegate in the ABA House of Delegates, and currently volunteers with several other nonbillable groups including as a member of the Arizona Supreme Court’s Alternative Business Structures Committee, the Arizona Supreme Court’s Steering Committee on AI and the Courts, the ABA Standing Committee on Professional Regulation, and the State Bar of Arizona Ethics Advisory Group. She is a past president of the Association of Professional Responsibility Lawyers, the National ABS Law Firm Association, and the Scottsdale Bar Association and has been an adjunct professor at all Arizona law schools, teaching professional responsibility. Previously she was the Director of Lawyer Ethics for the State Bar of Arizona and had her own solo practice for 21 years. Prior to moving to Arizona, Lynda was an attorney with Morgan, Lewis & Bockius in Washington, DC. Lynda received her BA from Franklin & Marshall College in Lancaster, PA and her JD from Catholic University in Washington, DC. She has received several awards for her contributions to the legal profession including most recently the 2022 Maricopa County Bar Association Member of the Year Award, the 2023 Maricopa County Bar Hall of Fame, and the 2024 AWLA Sarah Herring Sorin Award.


Reviews

5
4
3
2
1

Overall:      4.7

Total Reviews: 16

Comments

John L

"The speakers were full of insights on the ABS application and renewal process and described in detail the sorts of things the ABS committee and Supreme Court are looking for from applicants. They put meat on the bones to show what a "designated principal," a "compliance lawyer" and an "authorized person" are. "

Naiomy M

"Would like to see a more recent ABS CLE with more up-to-date info."

Scott C

"Speakers were prepared and knew the subject matter. "

Jeffrey M

"Overall coverage of topic"

Rebekah B

"Great panelists; very knowledgeable "

Kathleen B

"great presenters and solid info. thank you for including the audit sample."

Yoonho J

"Good, detailed, relevant information was presented."

Nancy C

"Very good info"

James M

"Speakers' knowledge"

Boris Z

"The panel hit on the main topics in detail and included things that have come up in practice since the ABS rules became effective. They also discussed the practical and not just the theoretical."