Total Credits: 1.5 CLE, 1.25 Ethics
Note: Each day can be purchased separately or together for a bundled price.
Day One - October 30, 2023
Responding to Data Breaches and Cyberattacks: A Road Map for Lawyers
Sharon Nelson, Esq., Sensei Enterprises
John Simek, Sensei Enterprises
Preservation of Electronic Communications
Catherine Sanders Reach, Director, Center for Practice Management, North Carolina Bar Association
Day Two - October 31, 2023
Lawyer Wellbeing
Alexis Firehawk, Carpenter Hazlewood Delgado & Bolen LLP
Alisa Gray, Tiffany & Bosco PA
State Bar Services
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
Day Three – November 1, 2023
Law Firm Marketing
Krista Duncan Black, TOPDOG Legal Marketing, LLC?
ChatGPT – Basics Lawyers Need to Know
Conor Sibley, Chief Technology Officer, Association Analytics
Day Four – November 2, 2023
Business Accounting, Money Management. Etc.
Terrell A. Turner, CPA - CEO, TLTurner Group
Fee Agreement Tips
Michelle Hibbert, Lawyer Assistance Program Director, State Bar of Arizona
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
Meredith Vivona, Practice Management Attorney, State Bar of Arizona
Chairs:
Michelle Hibbert, Lawyer Assistance Program Director, State Bar of Arizona
Roberta Tepper, Chief Member Services Officer, State Bar of Arizona
Meredith Vivona, Practice Management Attorney, State Bar of Arizona
Day 2 Manual - Solo Practitioner & Small Firm Institute (8.8 MB) | 101 Pages | Available after Purchase |
Alisha Gray is an AV-rated shareholder at Tiffany & Bosco, P.A. in Phoenix, Arizona. Her practice emphasizes probate-related litigation, administration, and mediation, representing corporate trustees, professional fiduciaries, and individuals in such matters as complicated or contested guardianships, conservatorships, estates, and trusts. Alisa also serves as an expert witness or consultant in probate-related matters. She has served on numerous State Bar Sections and Committees, including the Probate and Trust Law Section and the Mental Health and Elder Law Section (now, the Elder Law, Mental Health and Special Needs Planning Section), as well as two terms on the CLE Committee. Alisa is a certified yoga instructor and, in addition to teaching regularly at Desert Song Healing Arts Center, frequently offers her yoga instruction and insights to lawyers, judges and other professionals in the legal world. In 2015, Alisa was selected as one of the Most Influential Women in Arizona Business. She has recently been recognized as an AZ Business Leader for 2019. Alisa is a frequent lecturer not only on probate, trust and elder law matters, but also ethics, stress management and mindfulness.
Michelle Hibbert leads the Lawyer Assistance Programs Director. Ms. Hibbert’s group falls under the Member Services Division team, which supports numerous programs and departments, including the Lawyer Assistance Programs; Diversity, Equity and Inclusion; Legal Specialization; Mandatory CLE and Compliance; the Bar’s Resource Center. Ms. Hibbert practiced commercial litigation and employment advise for 23 years before joining the Bar. She received her LL. M. in Biotechnology and Genomics in December 2022, and her J.D. at the Chicago-Kent College of Law where she graduated Order of the Coif.
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 (Practice 2.0 and MAP); 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 at the State Bar of Arizona.
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, Lawyer Wellbeing 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 also co-authored 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 honorees 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.
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.
ALEXIS FIREHAWK practices in the areas of community association law, business law, and litigation. She focuses on entity formation and dissolution, securities, general counsel, and civil litigation. Alexis counsels nonprofit and for-profit organizations of all sizes, across industries, regarding business transactions and strategy, capital market transactions, intellectual property disputes, and conflict resolution. Alexis’ practice includes advising companies, boards of directors, and individuals on statutory and regulatory compliance; assisting clients with respect to employment and consulting agreements, contract interpretation and negotiation; and advising clients with regard to compliance with internal policy and procedure. Alexis also represents companies on both sides of civil litigation, bringing affirmative claims and providing litigation defense. Alexis manages the Firm’s summer associate, internship/externship, and mentor programs. She believes that success is inspired by building relationships. Prior to joining the firm, she created corporate policy for global companies and advised on Information Governance and eDiscovery issues including privacy, security, and regulatory compliance. She is admitted to practice in Arizona; US District Court, Arizona and the US Court of Appeals, Ninth Circuit. Education: California Western School of Law, JD, cum laude; W.P. Carey School of Business at Arizona State University, BS, Economics, cum laude; University of Strathclyde, Glasgow, Scotland, International Business Certificate; Arizona State University’s Center for Mindfulness, Compassion, and Resilience, Mindfulness Leadership Certificate; Warrior One Mindfulness in Law Teacher Training, Certificate of Completion.
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