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On Demand

Ethics Café Series: Ethics Tips for Alternative Business Structure Compliance Lawyers (and Everyone)


Total Credits: 1 CLE, 1 Ethics

Average Rating:
   5
Categories:
Ethics |  Legal Paraprofessional Resources
Faculty:
Lynda C Shely |  Suzanne Porter
Format:
Audio and Video
Original Program Date:
Jun 03, 2025


Description

This program will cover: 

  • Ethics requirement of compliance lawyer supervision in an ABS law firm (Rules 5.1, 5.3, 5.5) 
  • ABS Code of Conduct requirements including assuring there are policies, training, and procedures in place to protect client confidential information, check for conflicts, avoid the unauthorized practice of law, and assure work is performed in a competent and diligent manner.

Compliance lawyers, authorized persons, those who advise ABS law firms, and anyone interested in ABS law firm ethics requirements should attend!

Speakers:
Andrew Halaby, Greenberg Traurig, LLP
Suzanne Porter, NewMarket Law LLC
Lynda Shely, Rosing Pott & Strohbehn

 

Handouts

Faculty

Lynda C Shely's Profile

Lynda C Shely Related Seminars and Products

Rosing Pott & Strohbehn


Lynda C. Shely is a partner in the Phoenix, Arizona office of Rosing Pott & Strohbehn (in partnership with Zelms Erlich Lenkov) where she provides legal ethics, risk management, and ABS regulatory advice to lawyers, law firms, and law firm investors. She 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 entities involved in legal ethics matters, including as a member of the Arizona Supreme Court’s Alternative Business Structure Committee, the Arizona Supreme Court’s Committee on AI in 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 Scottsdale Bar Association, and the National ABS Law Firm Association. She has been an adjunct professor at all Arizona law schools, teaching professional responsibility. Lynda has received several awards for her contributions to the legal community including the 2007 State Bar of Arizona Member of the Year Award, the 2022 Maricopa County Bar Member of the Year Award, the 2023 Maricopa County Bar Hall of Fame, and the 2024 Arizona Women Lawyers' Association Annual Sarah Herring Sorin Award. Lynda had her own law firm for 21 years before joining Rosing Pott & Strohbehn. Prior to opening her own firm, Lynda was the Director of Lawyer Ethics for the State Bar of Arizona. Before 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.


Suzanne Porter's Profile

Suzanne Porter Related Seminars and Products

Managing Attorney

NewMarket Law LLC


Suzanne Porter is the Founder and Managing Attorney of NewMarket Law LLC, a firm specializing in alternative business structure (ABS) strategy and compliance. Prior to launching NewMarket Law, Suzanne held roles in global law firms, academia, in-house, and court leadership. In 2020, just weeks after the Arizona Supreme Court voted to modernize its legal ethics rules, she joined the court to help build the first ABS program in North America. Since then, Suzanne has worked with applicants, licensees, and other stakeholders leveraging regulatory reforms to improve innovation in the delivery of legal services and expand access to justice. Suzanne is an active member of the legal community, serving as a resource to the Arizona Supreme Court, the State Bar of Arizona, and the Arizona Bar Foundation where she currently holds a number of Board and Committee appointments. She is also a member of the National ABS Law Firm Association, the Association of Professional Responsibility Lawyers, and the Arizona Women Lawyers Association. Suzanne earned her J.D. from Seton Hall University School of Law, and her B.Sc. and LL.M. from the University of Toronto. She is licensed in Arizona, New York, Ontario, and is a registered patent attorney with the United States Patent and Trademark Office.


Reviews

5
4
3
2
1

Overall:      4.8

Total Reviews: 5

Comments

Nancy G

"knowledgeable speakers. Good information provided."

C W

"The content was good. But it was slow to get started."

Randall C

"speakers were very informed"

Christine D

"Pro presenters - they know how to be engaging on any topic. And helpful, current information on the topic."