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On Demand

Boundaries for Success: Nurturing Healthy Client Relationships and Establishing Realistic Expectations


Total Credits: 1.5 CLE, 1.5 Ethics

Average Rating:
   28
Categories:
Ethics |  Law Practice Management & Technology
Faculty:
Sally Schneider Duncan |  Meredith L Vivona
Format:
Audio and Video
Original Program Date:
Feb 07, 2024


Description

Explore practical techniques for setting clear expectations, effectively communicating limits, and maintaining a balance that fosters a healthy and constructive rapport with your clients. Topics include:
 
    · Why managing client expectations is important
    · Practice tips to manage expectations at:
        o Intake
        o In the engagement letter
        o During the course of the case
        o At the conclusion of the case
    · Dealing with difficult clients from a dispute resolution perspective
    · Considerations on when it’s time to withdraw
 
Unlock the keys to nurturing healthy, thriving client relationships while establishing realistic expectations that pave the way for sustained success in your representation.  

Faculty
Sally Duncan, Convergent ADR
Meredith Vivona, Practice Management Attorney, State Bar of Arizona

Handouts

Faculty

Sally Schneider Duncan Related Seminars and Products


Sally Schneider Duncan
Convergent ADR
3033 N. Central Ave, Suite 500
Phoenix, Arizona 85012
602-391-5519

Work History
Mediator, Arbitrator, ConvergentADR (8/1/22-present); Maricopa County Superior Court Judge (June, 2004-July, 2022); Partner, Bryan Cave (2002-2004); Counsel, Bryan Cave (1999-2002); Partner, Anderson, Kill & Olick (1998-1999), Assistant Federal Public Defender (1991-1998), Associate, Lewis and Roca (1989-1991).

Profession
Mediator, Arbitrator, Discovery Dispute Master and Litigation Strategist.

Professional Licenses
Member, Arizona State Bar 1989-Present
Admitted, Federal District Court
Admitted, Ninth Circuit Court of Appeals

Professional Associations
State Bar of Arizona
Arizona Women Lawyers Association
Retired Member, Arizona Judges Association (Past President)

Education
Pomona College (1985-1986) (Freshman year)
University of Arizona (BA 1985, graduated with honors, summa cum laude, Phi Beta Kappa)
University of Arizona (JD 1989, Law Review)

Experience
Over 33 years of experience handling complex commercial cases including contract, environmental, construction disputes, professional discipline, regulatory compliance, insurance, real estate, employment, corporate compliance, trade secrets, and general business litigation. Served eighteen years as a state trial judge in the fourth busiest court system in the United States which required a focus on efficiency while providing a fair hearing for all parties. Conducted hundreds of trials including bench and jury trials with a docket that included complex commercial and business matters. Also presided over simple to complex tort and professional malpractice cases. Served on civil (twice), family, juvenile and criminal calendars. Appointed by the Governor through a competitive merit selection process and retained by voters in five election cycles. Conducted numerous successful settlement conferences when presiding on a civil calendar.

Alternative Dispute Resolution Experience
Conducted numerous successful civil settlement conferences while serving as a judge and sought out by colleges to conduct settlement conferences in cases assigned to them.

Publications And Speaking Engagements
Asked to speak routinely regarding Professional Responsibility and Trial Practice Skills; Adjunct Trial Practice Faculty, Sandra Day O’Connor College of Law teaching trial practice and assisting with mock trials and guest lecturer on Professional Responsibility.


Meredith L Vivona Related Seminars and Products

State Bar of Arizona


Meredith L. Vivona is the 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. Prior to becoming Ethics Counsel, Meredith served as Practice Management Attorney for Practice 2.0 and the Trust Account Helpline, the State Bar’s confidential practice management and trust account advice program. Before joining the State Bar of Arizona, Meredith served as Independent Bar Counsel, investigating and prosecuting misconduct allegations brought against attorneys, when the Lawyer Regulation Office had a conflict. Part of Meredith’s responsibilities included serving as Acting Disciplinary Counsel for the Commission on Judicial Conduct where she investigated and resolved judicial misconduct complaints. Before serving as IBC, Meredith enjoyed a varied career in private practice, with experience in civil litigation matters throughout the state. Meredith is admitted to practice in Arizona and the U.S. District Court for the State of Arizona. Meredith received her Juris Doctor from Wake Forest Law School in Winston-Salem, North Carolina.


Reviews

5
4
3
2
1

Overall:      4.6

Total Reviews: 28

Comments

Teresa J

"Everyone was very easy to follow, and they gave great explanations"

Marion M

"Covered a broad spread of issues and presented practical solutions to real problems."

Alyce P

"good not excellent"

Stephanie V

"Great information and suggestions."

Krystal D

"Quality speakers; good materials; and helpful tips "

Terri P

"Both of the faculty members were very knowledgeable and helpful with their insight and shared knowledge"

Jennifer M

"Very informative and interesting! Very well-planned and through."

Irvin W

"excellent"

Marvin G

"Good speakers, good slides, and the material was presented clearly, with good examples"

Timothy R

"Excellent presentation, excellent advice, helpful tips and delivered in a clear concise way."