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Live Webcast

Ethics Café Series: ER's 5.5 & 5.6


Total Credits: 1 CLE, 1 Ethics

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Bundle:
2024 Ethics Cafe Bundle
Categories:
Ethics
Faculty:
Nancy A Greenlee |  Patricia A Sallen |  Suzanne J Reed |  Jessica Jean-Marie Kokal |  Sarah Elizabeth Epperson
Co-Sponsored by:
The State Bar of Arizona's Ethics Advisory Group

Dates


Description

ER 5.5 Unauthorized Practice of Law; Multijurisdictional Practice of Law
ER 5.6 Restrictions on Right to Practice

Faculty
Sarah Epperson, State Bar of Arizona
Nancy Greenlee, Counselor and Attorney at Law
Jessica Kokal, Broening Oberg Woods & Wilson PC
Suzanne Reed, Supreme Court of Arizona
Patricia Sallen, Ethics at Law PLLC

*Lunch will be provided for in-person attendees
 

Faculty

Nancy A Greenlee Related Seminars and Products


Nancy Greenlee, sole practitioner, was a member of the State Bar of Arizona Ethics Committee from 2007 to 2016. She is the chair of the State Bar of Arizona Ethics Advisory Group. She is a former lawyer member of the Arizona Commission on Judicial Conduct and a former Board member of the Young Lawyer's Division of the Maricopa County Bar Association. Nancy graduated, with distinction, from the University of Iowa College of Law in 1986, and worked in private practice, handling primarily plaintiff's personal injury cases and general litigation matters including some dissolution cases. From 1990 to 1996, she served as a State Bar of Arizona staff bar counsel responsible for investigation and prosecution of matters involving violations of the Rules of Professional Conduct. After leaving the State Bar, Nancy started her own practice limited to representing lawyers in disciplinary proceedings. Nancy frequently serves as a panel member for CLE seminars dealing with professional conduct and ethics. She can be reached at (602) 264-8110 or nancy@nancygreenlee.com.



Patricia A Sallen Related Seminars and Products


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.


Suzanne J Reed Related Seminars and Products

Staff Attorney

Supreme Court of Arizona


is a native Phoenician who earned a bachelor's degree in Communication and Political Science at Boston College. After college, Suzanne joined the Jesuit Volunteer Corps and served as a juvenile sentencing advocate in San Francisco. In 2007, Suzanne graduated from the James E. Rogers College of Law. From 2007 to 2013, Suzanne was a prosecutor for the Maricopa County Attorney's Office, where she handled juvenile and criminal cases. From 2013 to 2019, Suzanne was an administrative law judge at the Executive Hearing Office of the Arizona Department of Transportation. During this time, Suzanne also was a judge pro tempore for Maricopa County. In December 2019, she joined the Staff Attorneys Office at the Arizona Supreme Court. As a Staff Attorney, Suzanne specializes in admission and discipline matters, rule-related matters, elections, juvenile cases, and general civil and criminal cases. Since 2019, Suzanne has been a member of the State Bar's Ethics Advisory Group. Suzanne is also a member of the Arizona Women Lawyers Association and Maricopa County Bar Association and is actively involved in Fresh Start Women's Foundation, Sojourner Center, and Valley Leadership.


Jessica Jean-Marie Kokal Related Seminars and Products

Broening Oberg Woods & Wilson PC


Jessica Kokal is a partner with Broening Oberg Woods & Wilson. Jessica moved to the Valley from the Detroit metropolitan area to attend Barrett, the Honors College at Arizona State University as a National Merit scholar recruit. There, she received dual B.A.s in English Literature and Political Science while completing her Honors thesis on the media’s impact on women’s body image. She remained at Arizona State University to attend law school at the Sandra Day O'Connor College of Law while also working full-time at a small Phoenix firm. After joining Broening, Oberg, Woods & Wilson as an associate in 2016 to continue her insurance defense practice, Jessica was invited to become a partner in 2018.

Jessica’s practice includes the areas of commercial general liability, medical and professional liability and lawyer discipline, dram shop, products liability, premises liability, automobile liability defense, insurance bad faith with a particular focus on workers’ compensation bad faith, and wrongful death and personal injury defense. Since beginning her practice, Jessica has defended over 30 arbitrations and tried multiple cases, both civil and disciplinary, including helping bring three jury trials to defense verdicts. Jessica also second-chaired a 2019 multi-million-dollar medical malpractice/wrongful death case that was recognized as a Significant Defense Verdict in Arizona Attorney Magazine, a publication of the State Bar of Arizona.

In addition to maintaining her practice, Jessica oversees the firm’s mentorship program and chairs the firm’s diversity and recruitment committees. Between 2017 and 2019, she also directed the Phoenix Ladder Down program, designed to help women lawyers extend the “ladder down” to other women lawyers.


Sarah Elizabeth Epperson Related Seminars and Products

Ethics Counsel

State Bar of Arizona


Sarah Epperson 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.


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