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Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions like Microsoft Copilot. She also shares practical advice on automating tasks like document templates, client intake, and email management while emphasizing the importance of documenting processes for efficiency. This episode is packed with actionable insights for lawyers looking to streamline their practice with AI. Hear Catherine's other appearance on Lawyerist Podcast: #444: Streamlining Legal Operations for Success, with Catherine Sanders Reach: Apple Podcasts | Spotify | YouTube Listen to our other episodes about artificial intelligence: #551: Becoming the AI Driven Leader, with Geoff Woods: Apple Podcasts | Spotify | Lawyerist #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam: Apple Podcasts | Spotify | Lawyerist #546: Unlock Law Firm Growth: AI Marketing Secrets with Karin Conroy: Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 0:00 Introduction 6:17 Meet Catherine Sanders Reach 7:19 How to Kickstart Generative AI Processes 10:53 Microsoft Copilot 13:00 AI Tools Lawyers Should Consider Using 14:36 Agentic AI 20:14 Why You Need a Needs Assessment 23:49 Evaluating Productivity 27:11 Let Go of Perfectionism 28:44 Image Generation 31:46 Why You Need Policies and Systems 35:38 Dictation Tools 38:22 The AI Tool to Watch
Catherine Sanders Reach, Director of the Center for Practice Management at the North Carolina Bar Association, joins Zack Glaser to answer pressing questions about integrating AI into legal operations. Catherine explains how to identify breakdowns in workflows, choose purpose-built AI tools, and calculate the return on investment for tech solutions like Microsoft Copilot. She also shares practical advice on automating tasks like document templates, client intake, and email management while emphasizing the importance of documenting processes for efficiency. This episode is packed with actionable insights for lawyers looking to streamline their practice with AI. Hear Catherine's other appearance on Lawyerist Podcast: #444: Streamlining Legal Operations for Success, with Catherine Sanders Reach: Apple Podcasts | Spotify | YouTube Listen to our other episodes about artificial intelligence: #551: Becoming the AI Driven Leader, with Geoff Woods: Apple Podcasts | Spotify | Lawyerist #550: Beyond Content: How AI is Changing Law Firm Marketing, with Gyi Tsakalakis and Conrad Saam: Apple Podcasts | Spotify | Lawyerist #546: Unlock Law Firm Growth: AI Marketing Secrets with Karin Conroy: Apple Podcasts | Spotify | Lawyerist Have thoughts about today's episode? Join the conversation on LinkedIn, Facebook, Instagram, and X! If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Looking for help beyond the book? See if our coaching community is right for you. Access more resources from Lawyerist at lawyerist.com. Chapters / Timestamps: 0:00 Introduction 6:17 Meet Catherine Sanders Reach 7:19 How to Kickstart Generative AI Processes 10:53 Microsoft Copilot 13:00 AI Tools Lawyers Should Consider Using 14:36 Agentic AI 20:14 Why You Need a Needs Assessment 23:49 Evaluating Productivity 27:11 Let Go of Perfectionism 28:44 Image Generation 31:46 Why You Need Policies and Systems 35:38 Dictation Tools 38:22 The AI Tool to Watch Learn more about your ad choices. Visit megaphone.fm/adchoices
Catherine Sanders Reach from North Carolina Bar Association and Cary Julie A. Bays, JD of the Oklahoma Bar Association talk about the process of onboarding new estate planning clients, excerpted from MCLE's 3/4/2024 live webcast: Does ChatGPT Have a Role in Law Practice? The full program is available as an on-demand webcast or an MP3 here. Get 24/7 instant access to hundreds of related eLectures like this one—and more—with a subscription to the MCLE OnlinePass. Learn more at www.mcle.org/onlinepass and start your free trial today! Connect with us on socials!Instagram: mcle.newenglandX (Formerly Twitter): MCLENewEnglandLinkedIn: Massachusetts Continuing Legal Education, Inc. (MCLE│New England)Facebook: MCLE New EngalndThreads: mcle.newnengland
Breaking news on The Good Trouble Show as the Pentagon UFO / UAP Special Access Program, "Immaculate Constellation," was leaked by a new whistleblower to journalist Michael Shellenberger in his bombshell article "Pentagon Is Illegally Hiding Secret UFO Program From Congress, Whistleblowers Allege" in the publication Public News. The article details the decades-long Pentagon program to recover and reverse engineer crashed UFOs.Attorneys Hunt Willis, the Executive Director of the Disclosure Advocacy Group, and Ivan Hannell, General Counsel for UAP Disclosure Fund and the public attorney of Lue Elizondo, will join us to discuss the Pentagon and other government officials' potential violations of federal law.Ivan Hannel lives in Petaluma, California with his wife, 11 year old, four listless cats and a stubborn dog. He is a graduate of Yale and Northwester Law. He is the chair of the Association of Corporate Counsel's Litigation Network, General Counsel for a national staffing company, founding board member of the Disclosure Advocacy Group, the new Chief Counsel for the UAP Disclosure Fund, and most importantly, Lue Elizondo's attorney.Hunt grew up in the mountains of North Carolina. After receiving his undergraduate degree from Appalachian State University, Hunt was commissioned as an officer in the United States Army, where he served as a captain. He is a former intelligence officer and veteran of the Iraq War. His practice includes a wide variety of areas, from product liability and wrongful death to commercial trucking litigation and insurance coverage disputes. Hunt also has considerable experience and success advocating on behalf of seriously injured children and the unique challenges presented by those important cases. He is licensed to practice in all North Carolina courts, as well as all federal courts in North Carolina and the United States Court of Appeals for the 4th Circuit. He is an active member of the North Carolina Bar Association, the North Carolina Advocates for Justice, the American Association for Justice, and the Southern Trial Lawyers Association. Hunt is also a member of several national and local Veterans advocacy groups where he maintains the connection to his military family.The Good Trouble Show: Linktree: https://linktr.ee/thegoodtroubleshowPatreon: https://www.patreon.com/TheGoodTroubleShow YouTube: https://www.youtube.com/@TheGoodTroubleShow Twitter / X: https://twitter.com/GoodTroubleShow Instagram: @goodtroubleshow TikTok: https://www.tiktok.com/@goodtroubleshow Facebook: https://www.facebook.com/The-Good-Trouble-Show-With-Matt-Ford-106009712211646Threads: @TheGoodTroubleShowBlueSky: @TheGoodTroubleShowBecome a supporter of this podcast: https://www.spreaker.com/podcast/the-good-trouble-show-with-matt-ford--5808897/support.
Send us a Text Message. Slam the Gavel welcomes back Amy Palacios, featured in Raised By These Wolves, Volume II, Child Trafficking Within The Foster Care And Court Systems. Amy was last on the podcast Season 3, Episodes 147, 165 and 179; Season 4, Episodes 134, 145 and 150 which featured Sabrina Berry and Season 5, Episodes 22, 70, 73 and 83. Sabrina Berry has been put in prison by Judge Gary Henderson for 12 days on a contempt charge on an order that was never followed by the moving party. There is to be a hearing this Tuesday involving her five year-old child. Apparently Sabrina asked for child support and was retaliated against, punished if you will for doing so. This is the growing trend, that if a mother, a parent, asks for child support the other party will gain custody of the child. All of this done at the TAXPAYER'S EXPENSE. Even though the father has a criminal record, this apparently doesn't bother Judge Henderson. Amy explains Sabrina Berry's story beautifully and would like everyone to email Judge Henderson to FREE SABRINA BERRY. Feel free to like, share and subscribe!To Reach Amy Palacios: dismantlingfamilycourtcorruption.comdismantlingfamilycourtcorruption.com*DISCLAIMER* The use of this information is at the viewer/user's own risk. Not financial, medical nor legal advice as the content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user's should consult with the relevant professionals Supportshow(https://www.buymeacoffee.com/maryannpetri)Support the Show.Supportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/
In this episode, we feature excerpts from a 2004 interview with late Judge Robinson O. Everett (1928-2009), former Chief Judge of the United States Court of Appeals for Armed Forces. Everett graduated from Harvard University at age 19 and was admitted into the North Carolina Bar Association by age 22. Originally from Durham, North Carolina, Everett was part of Duke Law School's faculty for over 50 years - founding the University's Center on Law Ethics and National Security. In the interview, Everett shares of the importance of mentorship, his family, and the many different facets of law as he traveled from North Carolina to Washington over the course of his more than 50-year career. "One of the nice things about being a lawyer is that you occasionally have opportunities to do something that will be very far-reaching," Everett said on the podcast. "Where you can hopefully bring about a result that will make things better for everyone." The interview was conducted by Hon. William A. Creech for the Chief Justice's Commission on Professionalism's Historical Video Series. A full version of the interview can be found on the NCcourts Youtube Channel.
Send us a Text Message. Slam the Gavel welcomes Jerry and Jeeter Anderson to the podcast. They have been seriously wronged in Cabarrus County, North Carolina. Mr. Jerry Anderson, a VETERAN, was only seeking help for his daughter with mental health issues in 2016. He called on DSS for help and that's when the destruction of his family began, including the removal of his granddaughter who was quickly adopted out. Through the family court process, Judge Christy Wilhelm and DSS, took his daughter's daughter away from her which caused her to rapidly decline. She passed in 2017. Mr. Anderson wants answers. Recently in March, Mr. Anderson was court watching on a case with Judge N. Knust with Attorney Jay White present in the courtroom. They announced they were going into recess and were going to close the courtroom. Mr. Anderson spoke out asking, why the court watchers can't come in. The court looked irritated. Also, Mr. Anderson saw a caseworker that was on his daughter's case and called her a liar. Attorney Jay White spoke with Judge Knust and decided to put Mr. Anderson, age 70, in handcuffs. He explained to the judge that he got emotional and apologized. Judge Knust held him in contempt for FOUR DAYS in the Cabarrus County Jail, which is underground, and Mr. Anderson suffered Human Rights Violations at that time. He didn't eat for four days due to questionable food and on the last day they kept the lights onand put the air-conditioning on him. Mr. Anderson, 70 years old and a VETERAN, froze on his last night in prison. There was no compassion in this courtroom.To reach Mr. Jerry Anderson: anderson.jerry91@yahoo.comThis episode of Slam the Gavel is sponsored by CPSprotect Consulting Services. Child Protective Services cases are among the most frightening experiences any parent can endure- don't face them alone! With UrgentAssist by CPSprotect, you get the peace of mind to raise your children as you see fit and the personalized assistance of their team of expert child welfare consultants- former CPS investigators themselves- right when you need it. Get started absolutely free at cpsprotect.com/register. *DISCLAIMER* The use of this information is at the viewer/user's own risk. Not financial, medical nor legal advice as the content on this podcast does not constitute legal, financial, medical or any other professional advice. Viewer/user's should consult with the relevant professionals Supportshow(https://www.buymeacoffee.com/maryannpetri)Support the Show.Supportshow(https://www.buymeacoffee.com/maryannpetri)http://www.dismantlingfamilycourtcorruption.com/
In this episode, we feature an excerpt of an interview with the late Roy W. Davis, Jr. who served as a Buncombe County attorney for almost 55 years. Davis held many prestigious positions in the legal community such as president and vice president of the North Carolina Bar Association, president of the 28th Judicial District Bar, and member of the North Carolina Board of Law Examiners. The interview was conducted in 2009 when he was awarded the Chief Justice's Professionalism Award from the Chief Justice's Commission on Professionalism. "I always thought you ought to try to be an example, you ought to try to do it right, you ought to try to live to the standards of the profession at it's best," said Davis on the podcast.Davis attended Davidson College and the University of North Carolina School of Law. He began his legal career in the U.S. Army J.A.G. Corps in Alabama before becoming President of the Van Winkle Law Firm in Asheville, NC. This interview was conducted by Attorney Philip J. Smith for the Chief Justice's Commission on Professionalism. A full version of the interview can be found on the NCcourts Youtube channel.
On this episode, Janet Ward Black shares the story of how God led her to start tithing on her top-rated law firm's gross income at a time when the firm's profit margin was only 1 percent. Ward Black Law is now one of the largest woman-owned law firms in North Carolina. Attorney Janet Ward Black is the principal owner of Ward Black Law located in Greensboro, North Carolina. It is one of the largest woman-owned law firms in North Carolina. The firm's clients have received settlements of more than $100 million over the last 10 years. The firm represents people injured at work, in accidents, and by dangerous products and environmental hazards across North Carolina. A graduate of Davidson College cum laude in economics and Duke Law School, Black served as the third woman president of the North Carolina Association of Trial Lawyers and the fourth woman president of the North Carolina Bar Association. She was the second lawyer in history to serve as president of both organizations. The program she created while president of the 16,000 member Bar Association, "4 ALL," has been used as a model in the United States and Canada for providing free legal services to the poor. Black is a frequent lawyer educator and motivational speaker. She is a Trustee Emeritus of Hood Theological Seminary and has served on many non-profit boards and on many international mission trips. She received the North Carolina State Bar's Distinguished Service Award in 2009 and the Charles Murphy Award for Public Service by Duke Law School in 2010. Black has been named in North Carolina Super Lawyers, North Carolina's Legal Elite and The Best Lawyers in America and her firm has been named as one of the Best Law Firms in America by US News & World Reports since 2010. She is a member of the Women's Presidents Organization and C12, Christian CEOs and Business Owners' Group. She was awarded the Order of the Long Leaf Pine in 2016, the highest civilian honor in the state of North Carolina. She received the North Carolina Bar Association Litigation Section's "Advocate's Award" for skill, ethics and dedication to clients and the community in 2018. She was named the Community Foundation of Great Greensboro's Woman of the Year in 2018 and Personal Injury "Lawyer of the Year" in the Triad by US News & World Report in 2020. Black served as Miss North Carolina 1980. She won a Grand Talent award at the 1980 Miss America pageant. https://www.wardblacklaw.com/ Theology of Business is the show for marketplace Christians seeking to explore and apply God's will for business. If you want to learn more about how to do business for the glory of God and shape culture through discipling the business world, this show is for you. | Entrepreneurship | Marketing | Nonprofit | Church | Author | Startups | Marketplace | Ministry | Business as Mission | Faith and Work | Faith | Success | Leadership | www.TheologyofBusiness.com
On this episode, Janet Ward Black shares the story of how God led her to start tithing on her top-rated law firm's gross income at a time when the firm's profit margin was only 1 percent. Ward Black Law is now one of the largest woman-owned law firms in North Carolina. Attorney Janet Ward Black is the principal owner of Ward Black Law located in Greensboro, North Carolina. It is one of the largest woman-owned law firms in North Carolina. The firm's clients have received settlements of more than $100 million over the last 10 years. The firm represents people injured at work, in accidents, and by dangerous products and environmental hazards across North Carolina. A graduate of Davidson College cum laude in economics and Duke Law School, Black served as the third woman president of the North Carolina Association of Trial Lawyers and the fourth woman president of the North Carolina Bar Association. She was the second lawyer in history to serve as president of both organizations. The program she created while president of the 16,000 member Bar Association, “4 ALL,” has been used as a model in the United States and Canada for providing free legal services to the poor. Black is a frequent lawyer educator and motivational speaker. She is a Trustee Emeritus of Hood Theological Seminary and has served on many non-profit boards and on many international mission trips. She received the North Carolina State Bar's Distinguished Service Award in 2009 and the Charles Murphy Award for Public Service by Duke Law School in 2010. Black has been named in North Carolina Super Lawyers, North Carolina's Legal Elite and The Best Lawyers in America and her firm has been named as one of the Best Law Firms in America by US News & World Reports since 2010. She is a member of the Women's Presidents Organization and C12, Christian CEOs and Business Owners' Group. She was awarded the Order of the Long Leaf Pine in 2016, the highest civilian honor in the state of North Carolina. She received the North Carolina Bar Association Litigation Section's “Advocate's Award” for skill, ethics and dedication to clients and the community in 2018. She was named the Community Foundation of Great Greensboro's Woman of the Year in 2018 and Personal Injury “Lawyer of the Year” in the Triad by US News & World Report in 2020. Black served as Miss North Carolina 1980. She won a Grand Talent award at the 1980 Miss America pageant. https://www.wardblacklaw.com/ Theology of Business is the show for marketplace Christians seeking to explore and apply God's will for business. If you want to learn more about how to do business for the glory of God and shape culture through discipling the business world, this show is for you. | Entrepreneurship | Marketing | Nonprofit | Church | Author | Startups | Marketplace | Ministry | Business as Mission | Faith and Work | Faith | Success | Leadership | www.TheologyofBusiness.com
On this episode, Janet Ward Black shares the story of how God led her to start tithing on her top-rated law firm's gross income at a time when the firm's profit margin was only 1 percent. Ward Black Law is now one of the largest woman-owned law firms in North Carolina. Attorney Janet Ward Black is the principal owner of Ward Black Law located in Greensboro, North Carolina. It is one of the largest woman-owned law firms in North Carolina. The firm's clients have received settlements of more than $100 million over the last 10 years. The firm represents people injured at work, in accidents, and by dangerous products and environmental hazards across North Carolina. A graduate of Davidson College cum laude in economics and Duke Law School, Black served as the third woman president of the North Carolina Association of Trial Lawyers and the fourth woman president of the North Carolina Bar Association. She was the second lawyer in history to serve as president of both organizations. The program she created while president of the 16,000 member Bar Association, "4 ALL," has been used as a model in the United States and Canada for providing free legal services to the poor. Black is a frequent lawyer educator and motivational speaker. She is a Trustee Emeritus of Hood Theological Seminary and has served on many non-profit boards and on many international mission trips. She received the North Carolina State Bar's Distinguished Service Award in 2009 and the Charles Murphy Award for Public Service by Duke Law School in 2010. Black has been named in North Carolina Super Lawyers, North Carolina's Legal Elite and The Best Lawyers in America and her firm has been named as one of the Best Law Firms in America by US News & World Reports since 2010. She is a member of the Women's Presidents Organization and C12, Christian CEOs and Business Owners' Group. She was awarded the Order of the Long Leaf Pine in 2016, the highest civilian honor in the state of North Carolina. She received the North Carolina Bar Association Litigation Section's "Advocate's Award" for skill, ethics and dedication to clients and the community in 2018. She was named the Community Foundation of Great Greensboro's Woman of the Year in 2018 and Personal Injury "Lawyer of the Year" in the Triad by US News & World Report in 2020. Black served as Miss North Carolina 1980. She won a Grand Talent award at the 1980 Miss America pageant. https://www.wardblacklaw.com/ Theology of Business is the show for marketplace Christians seeking to explore and apply God's will for business. If you want to learn more about how to do business for the glory of God and shape culture through discipling the business world, this show is for you. | Entrepreneurship | Marketing | Nonprofit | Church | Author | Startups | Marketplace | Ministry | Business as Mission | Faith and Work | Faith | Success | Leadership | www.TheologyofBusiness.com
In this episode of All Things Judicial, we feature excerpts of an interview with former Forsyth County attorney William F. Womble (1916-2016) who was the very first recipient of the Chief Justice's Professionalism Award. He begin practicing law with Manly, Hendren & Womble immediately following graduation from Duke University School of Law in 1939. Just two years later, Womble was drafted by the United States Army to serve in WWII until the war's end in 1945. Throughout his career, he became a highly regarded attorney that championed public service and mentorship. In one notable public service role, he worked to desegregate the North Carolina Bar Association during his tenure as its president in the 1960s. "That is something we always say to the young lawyers and it's one thing that we think has held our firm together," said Womble on the podcast. "It's getting to the basics, the ideas of practicing honesty and integrity and being a student of the law. Those things don't change." This interview was conducted in 2001 by former Executive Director of the Chief Justice's Commission on Professionalism Mel Wright. A video of this interview can be found on the NCcourts YouTube channel.
Stephanie talks with Director for the Center of Practice Management at the North Carolina Bar Association, Catherine Sanders Reach, about Legal Ops and how that can help put the right people in the right seats at your firm. Mentioned in this episode: If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.
Stephanie talks with Director for the Center of Practice Management at the North Carolina Bar Association, Catherine Sanders Reach, about Legal Ops and how that can help put the right people in the right seats at your firm. Mentioned in this episode: If today's podcast resonates with you and you haven't read The Small Firm Roadmap Revisited yet, get the first chapter right now for free! Thanks to Posh Virtual Receptionists, Clio, & LawPay for sponsoring this episode.
Quite a few bar associations have practice management advisors (or perhaps someone in a similar role), but a whole lot of lawyers aren't aware of how this free member service could help them change their practice for the better. Adriana Linares chats with fellow practice management professional Catherine Sanders Reach about the services they provide to attorneys — from consulting on technology and ethics to starting a new business and so much more. Later, the term “legal operations” might seem like it only applies to the “Big Law” end of the spectrum, but a solo or small firm should be just as keen on having well-planned operating procedures for their business from the get-go. Adriana and Catherine talk through easy-to-use tools that help law firms big and small operate with efficiency. And, last, Microsoft 365 is rolling out Copilot, and Adriana and Catherine are watching its progress with great anticipation. Tune in for their thoughts on how this and similar tech could impact your legal practice. Catherine Sanders Reach is director at the Center for Practice Management at the North Carolina Bar Association. Topics: Tapping into the knowledge your bar association's practice management advisor has to offer. Legal operations for solo and small law firms. Microsoft 365 Copilot's potential for lawyers. Mentioned in this episode: Catherine's From the Center Blog NCBA Center for Practice Management ABA Legal Technology Resource Center Lisa Crosbie - YouTube Introducing Microsoft 365 Copilot
Quite a few bar associations have practice management advisors (or perhaps someone in a similar role), but a whole lot of lawyers aren't aware of how this free member service could help them change their practice for the better. Adriana Linares chats with fellow practice management professional Catherine Sanders Reach about the services they provide to attorneys — from consulting on technology and ethics to starting a new business and so much more. Later, the term “legal operations” might seem like it only applies to the “Big Law” end of the spectrum, but a solo or small firm should be just as keen on having well-planned operating procedures for their business from the get-go. Adriana and Catherine talk through easy-to-use tools that help law firms big and small operate with efficiency. And, last, Microsoft 365 is rolling out Copilot, and Adriana and Catherine are watching its progress with great anticipation. Tune in for their thoughts on how this and similar tech could impact your legal practice. Catherine Sanders Reach is director at the Center for Practice Management at the North Carolina Bar Association. Topics: Tapping into the knowledge your bar association's practice management advisor has to offer. Legal operations for solo and small law firms. Microsoft 365 Copilot's potential for lawyers. Mentioned in this episode: Catherine's From the Center Blog NCBA Center for Practice Management ABA Legal Technology Resource Center Lisa Crosbie - YouTube Introducing Microsoft 365 Copilot
In this NCAJ Legends interview, recorded during the NCAJ Convention 2022 as part of its 60th anniversary celebration, host Vernon Sumwalt interviews Janet Ward Black, NCAJ Past President of NCAJ and Principal Owner of Ward Black Law.Janet Ward shares her journey to becoming a lawyer, explains how she overcame the challenges of being a female trial lawyer, and encourages others to pursue their goals even if they are afraid. She also emphasizes the importance of getting out of one's comfort zone and taking advantage of organizations like NCAJ to grow as a lawyer and leader.
It's International Women's Month and I have a powerhouse with me this week, Jana K. Jones! Jana K. Jones is a Charlotte-area native who attended East Mecklenburg High School. After high school, Ms. Jones studied sociology at the University of North Carolina at Chapel Hill (UNC-CH). While enrolled at the UNC-CH, she was a member of Phi Delta Phi Legal Fraternity. Ms. Jones mentored "at-risk" students in multiple programs including Carrboro, North Carolina's Teens Climb High and Durham, North Carolina's Standards Based Solutions. Ms. Jones also participated in a UNC-CH's MANO Program that provided English as a second language and mentoring services to immigrant women. As an undergraduate student, she received UNC-CH's Academic Achievement Award as well as The National Dean's List Multiple Year award. Ms. Jones graduated from UNC-CH on the UNC-CH's Dean's List and was a member of their Sociological Honor Society. While a student at NCCU Law, Ms. Jones was trained as a Certified Mediator by the Alternative Dispute Resolution Commission. After her certification, she mediated cases in Wake County, North Carolina. Ms. Jones also participated in the Innocence Project. The Innocence Project is dedicated to exonerating wrongly convicted people through DNA testing. For her work in public service, Ms. Jones was awarded the North Carolina Bar Association's Certificate of Achievement for Public Service. When Ms. Jones is not practicing law she enjoys traveling, trying new restaurants and spending time with her husband and daughter. Ms. Jones has extensive knowledge of family law and has been in private practice in the greater Charlotte area for over 12 years. Ms. Jones understands the importance of family. Her experience and compassion will help you navigate the tedious family law process. Ms. Jones works hard for her clients and looks forward to working hard for you. Connect with Jana: www.lawofficeofjkj.com Facebook Instagram Connect with Khia: www.notesbykhia.com Facebook Group Instagram Bloom Award Submissions Email: podcast@notesbykhia.com --- Support this podcast: https://podcasters.spotify.com/pod/show/nbkpod/support
Kevin Daisey talks to Melissa Dixon, the Managing Partner at Dixon Law Offices, PLLC in Roanoke Rapids, North Carolina. Melissa awarded as Super Lawyers 2019-2021 Rising Stars in Real Estate Law. She is part of this following organizations: North Carolina Judicial District 6A Bar, North Carolina Bar Association, American Bar Association, and Halifax County Bar Organization. Learn from her expertise and what trends are helping grow her firm on this episode of The Managing Partners Podcast! —- Array Digital provides bold marketing that helps managing partners grow their law firms. arraylaw.com Follow us on Instagram: @array.digital Follow us on Twitter: @thisisarray Call us for a FREE digital marketing review: 757-333-3021 SUBSCRIBE to The Managing Partners Podcast for conversations with the nation's top attorneys.
This is the remarkable story of how a boy from rural Welcome, North Carolina grew up to become an innovative judge, global citizen, and go-to guy for court-building in emerging African nations. Along the way, he organizes the first-ever judicial conference in Tanzania, jogs with children in Lusaka, dances with a python, and has adventures ranging from the harrowing to the hilarious. In the end, he discovers the distance between Welcome and Windhoek is not as great as he imagined, and that both places now occupy adjoining spaces in his heart. The story of Rich Leonard: Dean Leonard's work on the bench and at Campbell Law was publicly recognized when North Carolina Lawyers Weekly named him the 2014 Lawyer of the Year. Most recently he was recognized among the top CEOs by the Triangle Business Journal in 2021 and he was named Bankruptcy Law Lawyer of the Year by Global 100 magazine. He also received the 2018 McKnight Renaissance Lawyer Award from the North Carolina Bar Association and the same year, he was elected to serve as chair-elect of the University of North Carolina at Chapel Hill's General Alumni Association. He then served as chair from May 2019 to May 2020.
Why does your law firm need documented standard operating procedures? Sharon Nelson and Jim Calloway find out with guest Catherine Sanders Reach. Catherine outlines the common problems that arise when operating procedures are lacking and explains how to create a ‘law firm cookbook'—plus, which tools will help—to cultivate dynamic efficiency in your firm. Learn more from Catherine's recommended articles: Your Firm Cookbook: Why and How - North Carolina Bar Association (ncbar.org) Unseen Risks And The Great Reshuffling - North Carolina Bar Association (ncbar.org) What You Need to Know About Project Management - North Carolina Bar Association (ncbar.org) Catherine Sanders Reach is director at the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals.
Why does your law firm need documented standard operating procedures? Sharon Nelson and Jim Calloway find out with guest Catherine Sanders Reach. Catherine outlines the common problems that arise when operating procedures are lacking and explains how to create a ‘law firm cookbook'—plus, which tools will help—to cultivate dynamic efficiency in your firm. Learn more from Catherine's recommended articles: Your Firm Cookbook: Why and How - North Carolina Bar Association (ncbar.org) Unseen Risks And The Great Reshuffling - North Carolina Bar Association (ncbar.org) What You Need to Know About Project Management - North Carolina Bar Association (ncbar.org) Catherine Sanders Reach is director at the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals.
In this episode, Jeff and Janet discuss: Janet's unique professional journey from Miss North Carolina to being a personal injury lawyer. Being open about who you are and what you believe. Showing what you believe by your calendar and your checkbook. The shift in culture that comes with including your employees in giving. Key Takeaways: Your first law path may not be your ultimate path. Be willing to take a chance and see where your path may take you, even if it isn't where you think you're going to go.Join the groups where you can learn from those who are running their businesses in a way that you aspire to. Be authentic to who you are. The bolder you are, the more you are protected. With the Lord, you can do more than you have ever been able to do on your own or in previous years. "We want to make sure that we're doing our philanthropy with the same kind of strategic planning that we're using in operating our law firm. We don't want to be sloppy in what we're doing with the Lord's money." — Janet Ward Black About Janet Ward Black: Attorney Janet Ward Black is the principal owner of Ward Black Law located in Greensboro. It is one of the largest woman-owned law firms in North Carolina. The firm represents people injured at work, in accidents, and by dangerous products and environmental hazards across North Carolina. Her firm has been named as one of the Best Law Firms in America by US News & World Reports since 2010.A graduate of Davidson College cum laude in economics and Duke Law School, Black served as the third woman president of the North Carolina Association of Trial Lawyers and the fourth woman president of the North Carolina Bar Association. She was the second lawyer in history to serve as president of both organizations.The program she created while president of the 16,000-member Bar Association, “4 ALL,” has been used as a model in the United States and Canada for providing free legal services to those in need. More than 100,000 North Carolinians have talked to a lawyer for free since “4 ALL” began in 2007.Black is a frequent lawyer educator and motivational speaker. She is a Trustee Emeritus of Hood Theological Seminary and has served on many non-profit boards and on many international mission trips. Black has been named The Best Lawyers in America since 2007. She has been a member of C12, Christian CEOs, and Business Owners' Group since 2005. She was awarded the Order of the Long Leaf Pine in 2016, the highest civilian honor in the state of North Carolina by Governor Pat McCrory.Black served as Miss North Carolina 1980. She won a Grand Talent award at the 1980 Miss America pageant playing Chopin's “Revolutionary Etude” on the piano.Her law firm's philanthropy was spotlighted on the 700 Club national broadcast in 2020. https://www1.cbn.com/doing-impossible-bless-others Connect with Janet Ward Black:Website: https://www.wardblacklaw.com/ YouTube: https://www.youtube.com/channel/UCMPC2G3je92ZufeD5R3lWWgLinkedIn: https://www.linkedin.com/in/janet-ward-black-831a8511/LinkedIn: https://www.linkedin.com/company/ward-black-law/Twitter: https://twitter.com/wardblacklaw?lang=enFacebook: https://www.facebook.com/wardblacklaw/ Instagram: https://www.instagram.com/wardblacklaw/ Connect with Jeff Thomas: Website: https://www.arkosglobal.com/Book: https://www.arkosglobal.com/trading-upEmail: jeff.thomas@arkosglobal.comTwitter: https://twitter.com/ArkosGlobalAdv Facebook: https://www.facebook.com/arkosglobal/LinkedIn: https://www.linkedin.com/company/arkosglobaladvisorsInstagram: https://www.instagram.com/arkosglobaladvisors/
Attorney Rupe Gill is a retired USAF Judge Advocate (JAG) who is now an Estate Planning Attorney. Upon graduation from college, Rupe joined the US Air Force and served as an Intercontinental Ballistic Missile (ICBM) launch officer. In 1990, he was among a few select officers selected by the Air Force to attend law school. After Rupe completed Law School, he continued to serve in the Air Force, this time as an Attorney with the United States Air Force Judge Advocate General's Corps and retired in the grade of Lieutenant Colonel after 20 years of service. When Rupe returned home to North Carolina after retiring from the Air Force, he continued practicing law. His law practice at the firm, Walker Lambe focuses on Estate Planning, Special Assistance Planning and Elder law. Rupe's focus is protecting families from the devastating legal effects of disability and death. Rupe uses his expertise to craft plans for clients concerned about preserving their hard-earned dollars and providing for their loved ones in case of disability or death. Rupe is a member of the National Academy of Elder Law Attorneys (NAELA), the Durham Bar Association, the North Carolina State Bar and the North Carolina Bar Association. He is President of the non-profit organization, Jiti Foundation, a group focused on empowering young women, combating blindness, and transforming lives in rural India. He is the former Chair of the Elder Law and Special Needs Law Section of the NC Bar Association and former President, NC Chapter of NAELA. https://www.walkerlambe.com/ RGill@walkerlambe.com --- Send in a voice message: https://anchor.fm/ferah-ozbek/message
Benefitting From What You Have Built: Buying or Selling Your Law Firm Welcome to episode 127 of the Grow Your Law Firm podcast, hosted by Ken Hardison. In this episode Ken sits down with Tom Lenfestey and they talk about buying or selling a law firm. Tom Lenfestey is the Founder of The Law Practice Exchange, LLC as well as a practicing North Carolina attorney, licensed CPA and Accredited Business Intermediary. Tom's years in private practice focused on transition and succession planning for other professions including creating, advising and implementing strategic business and estate plans for those clients. In doing so, he came to recognize the lack of knowledge, attention and options that were available in the legal profession to attorneys and their own practices, specifically in the realm of succession planning and other transition or exit opportunities. As a result, Tom founded The Law Practice Exchange in 2013 to provide education, options and brokerage and consulting services to the legal profession on selling, buying and overall law firm succession strategies. Tom has served on the Transitioning Lawyers Commission and Professional Vitality Committee with the North Carolina Bar Association and provides numerous educational events to attorneys hosted by state and local bar associations, legal insurers and law related professional organizations on the topics of succession planning, selling your law practice, valuing a law practice and others related to lawyer transitions. In addition, Tom has been interviewed or published in a number of legal publications in regard to transition planning for lawyers and law firms. Tom is an author of the book Designing a Succession Plan for Your Law Practice and numerous other articles and resources about selling, buying and valuation of law firms. What you'll learn about in this episode: Helping transact business deals for other professionals and seeing a need to help Lawyers complete deals The effects of COVID on the sales of law firms A remote world and its effects on what a buyer looks for when buying a law firm Structuring the sale of your law firm to minimize tax hits Not signing a deal until you know it is tax advantageous How to value your law firm Lawyers as risk-adverse buyers The ease at which deals are getting done because of the influx of funds in the space Non-attorney ownership as a wild card possibility in the future Private Equity's role in the market for law firms in the future The lowering age and demographic shift of those selling, and what it means The importance of knowing your potential options when ready to sell Resources: Website: https://thelawpracticeexchange.com/ LinkedIn: https://www.linkedin.com/company/the-law-practice-exchange/ Facebook: https://www.facebook.com/lawpracticeexchange/ Twitter: https://twitter.com/LawPracticeExch Additional Resources: PILMMA's Super Summit https://learn.pilmma.org/pilmma-super-summit-2021 The Mastermind Effect: https://www.pilmma.org/the-mastermind-effect/ PILMMA's Free Resources: https://www.pilmma.org/free-resources/ PILMMA Join Page: https://learn.pilmma.org/join-pilmma
Shanelle Edmonds Esq is a family lawyer whose wise beyound her years. She breaks down today in this episode how to legally Sue the side chick for destroying your Marriage. Can I sue the ‘ side chick ' for destroying my marriage? Is that even legal? Shanelle Edmonds Esq, Family Lawyer Explains How To Sue the Side Chick. Good news is you may be able to sue the side chick and line your pockets with sweet revenge! Attorney Shanelle Edmonds shares about family law and what your rights are as a spouse. Who is Shanelle Edmonds Esq? Shanelle is an attorney in the Pittsboro, North Carolina area and surrounding counties. She believes in working closely with clients to advise, counsel, and represent them in various legal matters such as Family law, Estate Administration, Civil Litigation, and business needs. A strong supporter of mentorship and building up those in her community, Shanelle mentors incoming first-year law students to promote their academic success. She has also coordinated the annual HBCU Pre-law Summit at North Carolina A&T State University to engage minority students in their ability to achieve success in a law school environment. She has also spent time in Port Au Prince, Haiti with the North Carolina Bar Association's Haiti Committee to build a liaison between Haiti and North Carolina to strengthen Haiti's economic stability and business expansions. She is currently planning and engaging in various webinars to support and uplift young advocates trying to enter into the legal profession. Thinking about suing a side chick? Let us know
On the episode, the latest allegations against Julia Olson-Boseman, this time from the North Carolina Bar Association and a pattern of financial troubles that have followed the county chair. Plus, a reflection on Sunshine Week — the annual celebration of government transparency and the media's efforts to ensure it — and some recent stories that illustrate why it's important.
Tom Lenfestey is the Managing Member of The Law Practice Exchange, LLC as well as a practicing North Carolina attorney and licensed CPA. Tom has spent many years in the legal world focused on transition and succession planning for a multitude of professions. He serves on the Transitioning Lawyers Commission with the North Carolina Bar Association and has provided a variety of educational events to attorneys, legal insurers, and law-related professional organizations on topics such as succession planning, selling and valuing your practice, and lawyer transitions. Tom is the author of the book "Designing a Succession Plan for Your Law Practice."The Law Practice Exchange is a law firm brokerage company that advises and assists owners of law firms in selling their firms over time using a transition-based process developed by lawyers, exclusively for lawyers.On This Episode, We Discuss...- Grasping the Process of Buying or Selling a Law Firm- Delegating Your Firm's Value- Who is Buying or Selling Firms?- Developing a Transition Plan
Many people are now rushing to catch up on medical care they missed or postponed due to the COVID-19 pandemic. If you're on of those people, what should you do next? How can you be most prepared when you schedule time again for preventative care? What's the best way to catch up postponed doctor visits? About the Interview In this episode of Hilary Topper on Air, Hilary speaks with Robert Fallarino, attorney at Pegalis Law Group, LLC - a New York law firm for those suffering as a result of medical errors and personal injury. Listen as Robert talks about what questions to ask your physician when you do make your way back to your doctor. Hear about what to bring with you to your appointment to be best prepared to advocate for your health and well-being. In addition, learn ways to stay in control of your own health and how best to catch up on postponed doctor visits. About Robert Fallarino Robert is a trial attorney with thirty years of experience leading medical malpractice litigation, complex labor law, and product defect litigation. Notably, he obtained the fourth highest verdict in New York State for medical negligence, and a top ten verdict overall, in 2012. Robert has dedicated his career to compassionately helping people who have endured life-altering and catastrophic injuries. He strives to resolve matters in the most advantageous setting for his clients, whether that means obtaining a jury verdict, a court conference settlement, or by use of a mediator. Time and again, Robert has resolved cases for millions of dollars for patients who have been victims of medical negligence across NY State and around the nation including in North Carolina, Nebraska, Idaho, Connecticut, and Pennsylvania. Robert ensures his clients from all walks of life feel comfortable with every aspect of the legal proceedings, and confident of the decisions throughout the legal process. Robert has been named to 2020, 2019, 2018, and 2017 list of Best Lawyers in America® which each year recognizes only 5% of all attorneys across the country. He has also been named every year since 2012 to the New York Metro Super Lawyers© List, for peer recognition and professional achievement. Robert is active in community matters. He currently serves as the vice president of the East Williston Union Free School District Board of Education and has served on the board since 2009. He previously volunteered to serve the public as a prosecuting attorney for The Village of Floral Park. To fulfill his professional and community service roles, he relies on the support of his wife and his sons, who are life-long residents of Long Island, NY. Robert is admitted to practice law in New York, North Carolina, and the District of Columbia, as well as in the Federal Courts for Eastern and Southern Districts of New York and the Second Circuit Court of Appeals. He is a member of the New York State Bar Association, North Carolina Bar Association, New York State Trial Lawyers Association, Nassau County Bar Association, Washington D.C. Bar Association, and American Association for Justice. Robert obtained his law degree from St. John's University School of Law where he was a Thomas More Scholar. He graduated magna cum laude from St. John's University with a bachelor's degree in government and politics. Contact Pegalis Law Group, LLC Pegalis Law Group represents people suffering from preventable medical errors and personal injury. We strive for accountability by advocating for clients to ensure safer medical practices for better patient care. To discuss your medical/legal situation, call Pegalis Law Group at 516-684-2900. There is never a fee for legal consultations. To contact Robert or learn more about Pegalis Law Group visit https://pegalislawgroup.com/.
About Jason Deshayes, CPA/PFS, CFP®: Jason is the is the Director of Tax Planning at Cook Wealth in Raleigh. Cook Wealth helps clients with; everyday finances, family legacy planning, tax planning, debt management, investment management, cash flow optimization, business transactions and basically anything financially related. Jason has a wealth of knowledge and experience in accounting and finance. Before joining Cook Wealth Jason worked as an Accounting Advisory Senior Manager with Elliot Davis and as a Senior Manager with the Association of International Certified Professional Accountants where he focused on firm relations and firm succession resources. Prior to that, Jason worked in public accounting for 14 years, five of which were as an owner in a small boutique firm in Albuquerque, NM. He provided tax, accounting and consulting advice to individuals and closely-held businesses, with a focus on professional services, medical and veterinary practices, individual taxation and business start-ups. Jason has served in several leadership roles in every community he has lived in. In North Carolina, he currently serves as a member of the Rotary Club of Cary and as the Treasurer of the Small Firm & Technology Leadership committee at the North Carolina Bar Association. In New Mexico, Jason served on the board for New Mexico Health Connections, the President of Alta Mira of New Mexico, President of the Active 20-30 Club of Albuquerque and National President of Active 20-30 Club US & Canada. In 2011, Jason was honored as one of New Mexico's "40 under Forty" by the New Mexico Business Weekly. In 2015, 2016 and 2017, he was named to CPA Practice Advisor's 40 Under 40. Outside of the office, Jason enjoys spending time with his wife, Tina, his sons, Levi and Micah, and their daughter Glory and their dogs. Besides spending time with his family, Jason likes travelling, acrylic painting and is an avid bike rider. Host Elizabeth Hanes BSN RN built a six-figure writing business in her spare time. Today, she coaches other nurses how to become freelance writers through the RN2writer project. Topics discussed in this episode: 4:02 What do CPA, PFS, and CFP stand for? 5:54 What can a CPA help you with before you generate income? 9:30 How can freelancers figure this out on their own? 13:30 Do I need to setup a business entity before I start? 21:55 What is the difference between a bookkeeper and accountant? 27:35 Should you make a budget for your business? 32:42 Where can someone find a CPA? Resources mentioned in this episode: RN2writer: https://www.rn2writer.com/ Quickbooks: https://quickbooks.intuit.com/ Jason Deshayes, CPA/PFS, CFP®: https://cookwealth.com/jason-deshayes/ Sarah Lay Bookkeeping: https://srlaccounting.com/ Next steps Download and listen to the podcast of this episode at RN2writer Start your journey from nursing to writing with the ebook Design Your Dream Career as a Nurse Writer Follow RN2writer on social media: Instagram, Facebook, Twitter, LinkedIn Special thanks to: Custom RN2writer theme music by https://www.podcastthemes.com/
If you need a primer on what a legal sandbox is then this is the episode for you. Utah developed the first sandbox environment to allow new approaches in the delivery and structure of legal services in the US. North Carolina is one of the many states evaluating what a sandbox may look. One of the key voices in that conversation is Jeff Kelly. As the point person for North Carolina's sandbox proposal, Jeff talks to us about what a sandbox is, how North Carolina State Bar's Issues Subcommittee Studying Regulatory Change decided a sandbox was right for them and what happens next. Featured Guest: Jeff Kelly Attorney at Nelson Mullins, Advisory member of the North Carolina State Bar's Issues Subcommittee Studying Regulatory Change, Chair of the North Carolina Bar Association's Future of Law Committee, Fellow with Duke Law's Center on Law and Technology Jeff's Art icicles and Resources: Jeff recently wrote a post on a FinTech sandbox that launched in North Carolina earlier this month. Redesigning Legal: As part of our Redesigning Legal Speaker Series, on December 7, 11 a.m.–12 p.m. MDT, The Center For Innovation and its partners will explore the opportunities being created by regulatory innovation for legal education. Titled "The Role of Legal Education, Clinics, and Legal Labs" This program will explore the opportunities being created by regulatory innovation for legal education. Panelists will focus on how law schools are responding and adapting to the prospect of fewer barriers to innovation that offer increased employment opportunities for their students, more roles for people other than lawyers in the delivery of legal services, the creation of tiered legal service providers, and collaboration across professional fields to provide more and new kinds of legal services. This panel will include Stacy Butler (Director of the Innovation for Justice Program, University of Arizona James E. Rogers College of Law), Anna Carpenter (Professor of Law and Director of Clinical Programs, University of Utah S.J. Quinney College of Law), April Dawson (Associate Dean of Technology and Innovation, North Carolina Central University School of Law), and Michele Pistone (Professor of Law and Director of the Clinic for Asylum, Refugee and Emigrant Services, Villanova University Charles Widger School of Law), whose conversation will be moderated by Jordan Furlong (Principal, Law21). Register for Free here. Follow updates from the ABA Center for Innovation on twitter: @ABAInnovation
This episode of All Things Judicial features excerpts from an interview with former Chief Justice Rhoda Billings. The interview was conducted in 2016 by former president of the North Carolina Bar Association, John R. “Buddy” Wester, as part of the Chief Justice's Commission on Professionalism's Historical Video Series. During her career, Chief Justice Billings served as a district court judge, associate justice, and the 22nd chief justice of the Supreme Court of North Carolina. She was the second woman associate justice and second woman to serve as chief justice. In addition, she is the only person to have served as president of the North Carolina Bar Association and chief justice of the Supreme Court of North Carolina. "A justice is not supposed to, and should never, pre-judge issues," former Chief Justice Billings said on the podcast. "Those are things to be determined after legal arguments, study, and discussion and collaboration with the other members of the court."
Pop quiz: Which LHLM hosts earned early paychecks running a paper route, and which pumped gas? Gyi and Conrad discuss their early forays into working life. Then, Gyi and Conrad then wade into the dispute between the North Carolina Bar Association and Google over Google's recording of phone calls related to ad leads. In the recurring segment, “Dear State Bar Regulators,” Gyi lists the pros and cons of recording, third-party access, legal ethics, solutions, and the gap between tech advances and bar rules. On the topic of bar rules, Arizona's decision last year to invite non-lawyer ownership has attracted an application from the behemoth un-law firm Legal Zoom. Conrad explains the model in terms of MBAs running medical practices that hire doctors. He and Gyi discuss how Legal Zoom might operate, ID impacted practices, and how lawyers can compete. Listen for instructions on how to get half off of the ongoing Bedlam Conference. Special thanks to our sponsors Alert Communications, LawYaw and Clio.
Pop quiz: Which LHLM hosts earned early paychecks running a paper route, and which pumped gas? Gyi and Conrad discuss their early forays into working life. Then, Gyi and Conrad then wade into the dispute between the North Carolina Bar Association and Google over Google's recording of phone calls related to ad leads. In the recurring segment, “Dear State Bar Regulators,” Gyi lists the pros and cons of recording, third-party access, legal ethics, solutions, and the gap between tech advances and bar rules. On the topic of bar rules, Arizona's decision last year to invite non-lawyer ownership has attracted an application from the behemoth un-law firm Legal Zoom. Conrad explains the model in terms of MBAs running medical practices that hire doctors. He and Gyi discuss how Legal Zoom might operate, ID impacted practices, and how lawyers can compete. Listen for instructions on how to get half off of the ongoing Bedlam Conference. Special thanks to our sponsors Alert Communications, LawYaw and Clio.
As we emerge from the pandemic and business gets back to normal, we thought today would be a great time to talk about some of the big do's and don'ts for filing proofs of claim in bankruptcy. Featured speakers today include attorneys Jeff Rogers, Caren Enloe, and John Sperati. **Jeff Rogers leads the firm's Foreclosure and Collateral Recovery Section. He joined Smith Debnam in 1994 and concentrates his practice in areas affecting the financial services industry. His practice includes commercial litigation, real property litigation, foreclosure, collateral recovery, bankruptcy, title reformation, and consumer finance litigation. His clients include banks, credit unions, commercial lenders, loan servicers, finance companies, title insurance companies, and other similar businesses.His experience has afforded him the opportunity to frequently speak on topics of interest to secured creditors, including residential and commercial foreclosure, compliance and regulatory issues, collections, collateral recovery, and title reformation. Jeff has spoken at programs and continuing legal education courses sponsored by Campbell University School of Law, the North Carolina Assistant Clerks of Court Conference, the North Carolina Bar Association, the North Carolina Creditors Bar Association, the North Carolina Bankers Association, and the North Carolina School of Government.**Caren Enloe leads Smith Debnam's Consumer Financial Services Litigation and Compliance group. In her practice, she defends consumer financial service providers and members of the collection industry in state and federal court, as well as in regulatory matters involving a variety of consumer protection laws. Caren also advises fintech companies, law firms, and collection agencies regarding an array of consumer finance issues.Caren oversees a blog titled: Consumer Financial Services Litigation and Compliance dedicated to consumer financial services and has been published in a number of publications including the Journal of Taxation and Regulation of Financial Institutions, California State Bar Business Law News, Banking and Financial Services Policy Report and Carolina Banker. **John Sperati is a partner and member of Smith Debnam's Creditors' Rights Practice group. He concentrates his practice in commercial creditor bankruptcy, foreclosure and real estate litigation, structured settlement transfer, judgment domestication and enforcement, construction litigation, commercial litigation, equipment leasing and finance, and creditors' rights.
In today's episode, attorneys Caren Enloe and Jeff Rogers discuss defects in title affecting the title to real property, including how those defects are discovered, and how they can be cured. Topics we cover include title reformation and quiet title actions.Jeff Rogers leads the firm's Foreclosure and Collateral Recovery Section. He joined Smith Debnam in 1994 and concentrates his practice in areas affecting the financial services industry. His practice includes commercial litigation, real property litigation, foreclosure, collateral recovery, bankruptcy, title reformation, and consumer finance litigation. His clients include banks, credit unions, commercial lenders, loan servicers, finance companies, title insurance companies, and other similar businesses.For over 30 years, Jeff has devoted his practice to a wide range of creditor-related areas of the law. Over his years of practice, Jeff has assisted members of the financial services industry with most every type of matter and dispute that could be faced by a creditor. Whether an easement dispute, real estate title dispute, bankruptcy filing, defective loan document, foreclosure, or recovery of secured collateral, there are very few issues he has not handled for his clients.His experience has afforded him the opportunity to frequently speak on topics of interest to secured creditors, including residential and commercial foreclosure, compliance and regulatory issues, collections, collateral recovery, and title reformation. Jeff has spoken at programs and continuing legal education courses sponsored by Campbell University School of Law, the North Carolina Assistant Clerks of Court Conference, the North Carolina Bar Association, the North Carolina Creditors Bar Association, the North Carolina Bankers Association, and the North Carolina School of Government.Caren Enloe leads Smith Debnam's Consumer Financial Services Litigation and Compliance group. In her practice, she defends consumer financial service providers and members of the collection industry in state and federal court, as well as in regulatory matters involving a variety of consumer protection laws. Caren also advises fintech companies, law firms, and collection agencies regarding an array of consumer finance issues.An active writer and speaker, Caren currently serves as chair of the Debt Collection Practices and Bankruptcy subcommittee for the American Bar Association's Consumer Financial Services Committee. She is also a member of the Defense Bar for the National Creditors Bar Association, the North Carolina State Chair for ACA International's Member Attorney Program, and a member of the Bank Counsel Committee of the North Carolina Bankers Association. Most recently, she was elected to the Governing Committee for the Conference on Consumer Finance Law. In 2018, Caren was named one of the “20 Most Powerful Women in Collections” by Collection Advisor, a national trade publication.Caren oversees a blog titled: Consumer Financial Services Litigation and Compliance dedicated to consumer financial services and has been published in a number of publications including the Journal of Taxation and Regulation of Financial Institutions, California State Bar Business Law News, Banking and Financial Services Policy Report and Carolina Banker.
My guest today is Catherine Sanders Reach who is the Director of the Center for Practice Management at the North Carolina Bar Association. You may not recognize Catherine’s name immediately, but if you’ve sat through a technology-related CLE conference or session in the past 10 years, there is a very good chance you’ve benefitted from Catherine’s expertise and practical training. I first connected with Catherine back in the early 2000’s when she was the Director of the Legal Technology Resource Center at the ABA. Then she moved to the Chicago Bar Association where we worked together several times. Catherine has also served on several Planning Boards for the annual ABA TECHSHOW Conference, including my Board in 2015, and then she led her OWN Planning Board in 2020! (which was the last in-person event I attended before the world imploded, and it was a GREAT event!) Some of the tips covered in the podcast: Always read the reviews! Treat your phone as an $800 disposable device! Don’t ignore OS or app updates! Know how to find your device! Some of the apps covered in this podcast: Lookout for Android and iOS Device Care for Android SMS Backup and Restore for Android (free) SMS Backup and Restore for Android ($4.49) Your Phone from Microsoft for Windows 10 Where you can find Catherine: North Caroline Bar Association Center for Practice Management Catherine’s LinkedIn Profile
In this episode, Christine Shaw speaks with Corie Pauling, senior vice president, chief inclusion diversity and equity officer, head of corporate social responsibility at TIAA. Corie describes her career path, sharing how she made the move from civil rights law to her role at TIAA. Corie also discusses her passion for empowering women and members of the Black community to Be the Change.We discuss: How growing up in Detroit shaped Corie’s professional careerThe impact that Corie’s first law firm had on her throughout her career and how they helped her build her confidenceThe importance of pushing yourself outside your comfort zoneWhat makes Corie so passionate about her work in the diversity, inclusion and equity spaceWhat led TIAA to launch the Be the Change initiativeAnd more!Tune in to learn about Corie Pauling’s passion for working in the diversity, inclusion and equity space for women and members of the Black community!Resources: InvestmentNews | Christine Shaw | TIAA | Corie Pauling | Be the ChangeGuest bio: At TIAA since 2006, Corie Pauling became the organization’s senior vice president, chief inclusion & diversity (I&D) officer and head of corporate social responsibility in 2018. Corie was instrumental in the launch of the I&D function at TIAA over 12 years ago and served as a primary legal and business advisor and thought leader in this area. In her prior role, Corie held the position of senior director and associate general counsel in the Employment, Benefits & Labor Law Group, providing trusted counsel to TIAA’s executives, its prior I&D leaders and other human resources leaders and also business managers on a broad range of workforce issues, and she also managed employment litigation nationally. In the I&D space, she offers extensive experience in strategy development, board interface, EEO policy/training, social justice platforms, I&D data analytics/metrics, supplier diversity, pay and performance equity, talent acquisition and engagement, employee/business resource groups, federal contractor compliance and workplace investigations. She also leads TIAA’s enterprise corporate social responsibility (CSR) function, which last year led over 230 volunteer projects, 10K employee volunteers and $11 million in corporate and workforce giving globally, including progressive pandemic outreach initiatives. Through her groundbreaking leadership and strong enterprise collaborations, TIAA has achieved powerful indicators of workforce and business innovation through I&D and CSR strategies, and the organization has garnered lauded employer of choice recognition by renowned organizations such as DiversityInc, Forbes and others. A former shareholder with the international employment law firm Littler Mendelson and also a former partner with the legendary civil rights law firm Ferguson Stein Chambers, Corie’s experience includes counseling financial services institutions and other Fortune 500 companies as well as representing individual employees in employment and education rights litigation. She has significant trial and appellate experience on civil rights matters. Having presented before the American Bar Association, the National Bar Association, the North Carolina Bar Association, the Practicing Law Institute, the Society of Human Resources Management and other organizations, Corie frequently speaks at programs on emerging employment law, diversity, equity and inclusion topics. An engaged civic leader and 13-time competitive marathoner, Corie was incredibly honored to be listed among the 2021 Elite 100 Black Women leaders by Diversity Woman magazine, on the 2020 list of North America’s Most Influential D&I Leaders by Hive Learning and also a 2019 Black Enterprise Most Powerful Women in Corporate Diversity and, very meaningfully, the 2012 TIAA Working Mother of the Year in conjunction with the national publication Working Mother and a 2011 recipient of the Young Civic Leader Award by the Thurgood Marshall College Fund. Corie also served on the Board of Governors of the North Carolina Bar Association and as chairperson of the NCBA’s 500-attorney Labor and Employment Law Section. Among other leadership posts, she served on the Board of Directors for the Levine Museum of the New South and Charlotte’s Arts & Science Council Advisory Committee, and co-chaired the Mecklenburg County Bar’s Diversity and Inclusion Committee. An avid “late bloomer” runner, she is also thrilled to have qualified for and run the 2018 Boston Marathon, with training underway now for another shot in 2022. Corie holds a Bachelor of Science degree in Industrial and Operations Engineering from the University of Michigan and also a Juris Doctor from Northwestern University School of Law.
In this episode, Christine Shaw speaks with Corie Pauling, senior vice president, chief inclusion diversity and equity officer, head of corporate social responsibility at TIAA. Corie describes her career path, sharing how she made the move from civil rights law to her role at TIAA. Corie also discusses her passion for empowering women and members of the Black community to Be the Change.We discuss: How growing up in Detroit shaped Corie’s professional careerThe impact that Corie’s first law firm had on her throughout her career and how they helped her build her confidenceThe importance of pushing yourself outside your comfort zoneWhat makes Corie so passionate about her work in the diversity, inclusion and equity spaceWhat led TIAA to launch the Be the Change initiativeAnd more!Tune in to learn about Corie Pauling’s passion for working in the diversity, inclusion and equity space for women and members of the Black community!Resources: InvestmentNews | Christine Shaw | TIAA | Corie Pauling | Be the ChangeGuest bio: At TIAA since 2006, Corie Pauling became the organization’s senior vice president, chief inclusion & diversity (I&D) officer and head of corporate social responsibility in 2018. Corie was instrumental in the launch of the I&D function at TIAA over 12 years ago and served as a primary legal and business advisor and thought leader in this area. In her prior role, Corie held the position of senior director and associate general counsel in the Employment, Benefits & Labor Law Group, providing trusted counsel to TIAA’s executives, its prior I&D leaders and other human resources leaders and also business managers on a broad range of workforce issues, and she also managed employment litigation nationally. In the I&D space, she offers extensive experience in strategy development, board interface, EEO policy/training, social justice platforms, I&D data analytics/metrics, supplier diversity, pay and performance equity, talent acquisition and engagement, employee/business resource groups, federal contractor compliance and workplace investigations. She also leads TIAA’s enterprise corporate social responsibility (CSR) function, which last year led over 230 volunteer projects, 10K employee volunteers and $11 million in corporate and workforce giving globally, including progressive pandemic outreach initiatives. Through her groundbreaking leadership and strong enterprise collaborations, TIAA has achieved powerful indicators of workforce and business innovation through I&D and CSR strategies, and the organization has garnered lauded employer of choice recognition by renowned organizations such as DiversityInc, Forbes and others. A former shareholder with the international employment law firm Littler Mendelson and also a former partner with the legendary civil rights law firm Ferguson Stein Chambers, Corie’s experience includes counseling financial services institutions and other Fortune 500 companies as well as representing individual employees in employment and education rights litigation. She has significant trial and appellate experience on civil rights matters. Having presented before the American Bar Association, the National Bar Association, the North Carolina Bar Association, the Practicing Law Institute, the Society of Human Resources Management and other organizations, Corie frequently speaks at programs on emerging employment law, diversity, equity and inclusion topics. An engaged civic leader and 13-time competitive marathoner, Corie was incredibly honored to be listed among the 2021 Elite 100 Black Women leaders by Diversity Woman magazine, on the 2020 list of North America’s Most Influential D&I Leaders by Hive Learning and also a 2019 Black Enterprise Most Powerful Women in Corporate Diversity and, very meaningfully, the 2012 TIAA Working Mother of the Year in conjunction with the national publication Working Mother and a 2011 recipient of the Young Civic Leader Award by the Thurgood Marshall College Fund. Corie also served on the Board of Governors of the North Carolina Bar Association and as chairperson of the NCBA’s 500-attorney Labor and Employment Law Section. Among other leadership posts, she served on the Board of Directors for the Levine Museum of the New South and Charlotte’s Arts & Science Council Advisory Committee, and co-chaired the Mecklenburg County Bar’s Diversity and Inclusion Committee. An avid “late bloomer” runner, she is also thrilled to have qualified for and run the 2018 Boston Marathon, with training underway now for another shot in 2022. Corie holds a Bachelor of Science degree in Industrial and Operations Engineering from the University of Michigan and also a Juris Doctor from Northwestern University School of Law.
The Other Way To Quickly Grow Your Law Firm, with Tom Lenfestey Tom Lenfestey, started his legal career as an attorney and CPA focusing on estate, business and tax planning. Through his work with clients in personal and business succession planning while comparing it to his experience through his ownership and management of law firms he noted a tremendous void in his own profession. The lack of resources for lawyers and law firms in the areas of law firm continuity and succession planning, selling of a law practice and lawyer professional transition as compared to other professions and businesses had to be corrected. As a result, Tom founded The Law Practice Exchange, LLC in 2013 and since has been actively involved in helping lawyers and law firms tackle and successfully transition ownership of law practices from one generation to the next for the benefit of all involved. The Law Practice Exchange continues to expand its reach today in helping lawyers across the country understand, evaluate and achieve law firm continuity plans that involve sale, transition, retirement and other goals of law firm owners and their successors. Tom was appointed and actively serves on the Transitioning Lawyers Commission with the North Carolina Bar Association and provides numerous educational events to attorneys, law firms, state and local bar associations, legal insurers and other law related professional organizations on the topics of law firm succession planning, selling and buying of law firms, valuation of law firms and others related to law firm continuity and professional transition planning. Tom is a NC State Wolfpack fan, a past Michigander (who still believes in the Lions). However, his true passion in life is his family and with his wife and two young boys waiting for him at home, the pace of life just speeds up when he walks in the door, which is just the way he likes it. What you’ll learn about in this episode: Why law firm acquisition should be considered as an option to accelerate your firm’s growth How to evaluate the fair market value of a law firm The 4 methods of evaluation when it comes to assessing a firm’s value Looking at case inventory as an asset How to get financing to purchase a law firm Why now is a great time to buy or sell a firm What effect non-lawyer ownership of firms could have on buying or selling a law firm Resources: Website: https://thelawpracticeexchange.com/ LinkedIn- Personal Page: https://www.linkedin.com/in/tomlenfestey/ LinkedIn- Business Page: https://www.linkedin.com/company/3523876/ Facebook: https://www.facebook.com/lawpracticeexchange/ Twitter: https://twitter.com/LawPracticeExch Email: Tom@TheLawPracticeExchange.com Additional Resources: The Mastermind Effect: https://www.pilmma.org/the-mastermind-effect/ PILMMA’s free Coronavirus Survival Kit: www.pilmma.org/free-resources/ Strategic Attorney Coach: https://www.pilmma.org/strategic-attorney-coach/ PILMMA Join Page: https://pilmma.kartra.com/page/join-pilmma
Afi Johnson-Parris is an attorney specializing in family law at her law firm. She is board certified in family law with the North Carolina Bar Association.https://johnsonparrislaw.com/In this episode, we discuss:The main reasons that couples file for divorceThe value of a Certified Divorce Financial Analyst credential during divorce proceedingsHow a forensic accounting examination in a divorce resulted in an additional $1 million settlementHow family law attorneys find outside help, such as forensic accountants and business valuation expertsThe value of forensic accountants writing articles, giving presentations, and being an expert witness in mock trialsWhy the expert witness needs to put in plain English the financial argument in courtHow good trial lawyers are storytellers so that the evidence makes sense to the judge and jury.
Kearns Davis is a white-collar defense attorney with the law firm Brooks, Pierce. He is a former federal Assistant United States Attorney and past president of the North Carolina Bar Association.https://brookspierce.com/our-people/attorneys/kearns-davisIn this episode, we discuss:What steps a lawyer takes when initially contacted by a clientThe characteristics of a good white-collar defense attorneyThe qualifications of a forensic accountant when helping a white-collar defense attorneyThe expectations of a forensic accountant when helping the defense attorneyHow a white-collar defense attorney reviews all the information provided by the governmentWhat happens when a client is in denial about the possible outcomeHow a justice system is necessary and essential to society.If you are benefiting from this podcast, share it with a friend or your group, and don't forget to leave a review on your favorite podcast platform. A review helps others find this podcast.Check out www.fraudfighterpodcast.com for more episodes.
Thomas J. Colson is the President and CEO of IP.com. He also is a registered patent attorney with extensive experience in prosecution and litigation. As an inventor in his own right, his credits include holding five U.S. patents associated with software and business methods for the efficient analysis and management of intellectual property. With such a combination of experience, Mr. Colson has become a recognized expert in the creation and implementation of intellectual property strategies. He has been a primary speaker at events sponsored by the American Intellectual Property Lawyers Association, ARMA, American Bar Association, Licensing Executive Society, Corporate Intellectual Property Institute, SIPO (Chinese Patent Office), Intellectual Property Society of San Jose, North Carolina Bar Association, LinuxWorld, American Chemical Engineers Association, Association of Food Scientists, Database 2002 of Tokyo, Upstate Alliance For Innovation, Women in Computers, Marcus Evans, and others. Moreover, Mr. Colson's opinions on intellectual property issues have been solicited by members of the United States Congress, and he has been quoted in the New York Times, London Financial Times, California Lawyer, and many other magazines and journals across the globe. His own articles on intellectual property have been published in Directors & Boards, Patent World, Ivy Business Journal, Chemical Innovation, CIO, Biotech, IndustryWeek, IAM Magazine, Patent Strategy & Management, Successful Meetings, Machine Design, Law.com, MIP, and Future and the Inventor.
Brian Groesser is a Practicing Attorney and Director of Worker’s Compensation throughout North Carolina for the law firm, Midkiff, Muncie, and Ross. In his role as the head of the worker’s comp department, Brian provides legal counsel through insurance carriers and self-insured - handling worker’s compensation claims before the North Carolina Industry Commission and Court of Appeals. He also conducts multiple continuing education seminars for adjusters, risk managers and attorneys across the country. Brian was born and raised in Chelsea, Michigan with a population of 5500. Chelsea, Michigan is most notable for being the home of actor Jeff Daniels, who is a recipient of two Emmy awards, a Golden Globe, a Screen Actor’s Guild, and Tony awards. Chelsea, Michigan is just about an hour outside of Detroit. Attending the University of Michigan, with an A.B. in Political Science, Brian graduated with honors. He got a full-ride scholarship to North Carolina Central University School of Law and he repeated the distinction graduating with honors again. Brian is a member of the North Carolina State Bar, North Carolina Association of Defense Attorneys, North Carolina Bar Association and the Wake County Bar Association. Brian is married to Ali who is a Pediatric Nurse Practitioner. They are proud parents of three kids. Brian is also a member of Fuquay-Varina United Methodist Church and enjoys playing golf, visiting the beach, listening to podcasts, and cheering on his Michigan Wolverines. In This Episode: [01:59] Welcome Brian Groesser, a Practicing Attorney as well as the 8th “P” in the pod[cast]. [02:43] Brian was born and raised in Chelsea, Michigan. [03:25] Brian graduated from both the University of Michigan and North Carolina Central University School of Law with honors. [05:32] What was it like growing up in Chelsea, Michigan? [06:03] Chelsea, Michigan is also the home of Jiffy Mix. [07:06] Treat people the way you want to be treated. It is the Golden Rule and applies no matter where you grew up. [07:35] Did your academic success come naturally and/or what was your drive? [09:41] Do you have any siblings? [11:06] Brian shares about the fascinating opportunities he had in school as a political science major. [13:11] Brian shares his experience at a presidential dinner when he was asked to protect the president. [16:03] Brian was lucky to meet Gerald Ford and Barack Obama. [18:58] There was a picture in the newspaper of him at a Gore rally holding up a poster board sign. [19:38] Why did you pursue a degree to be an attorney? [20:59] What is the rush like being in a courtroom? [22:13] Why did you choose the workers’ comp field? [24:51] The key to success in any law firm is really developing clients. [26:22] There is a reference in your title called “Of Counsel,” what does that mean? [28:23] What is the AV Martindale Hubbell Peer Rating recognition and how is that achieved? [29:50] Why is your current role value-added? [31:38] As an Attorney, where do you see yourself in 5 years? 10 years? What is your vision or goal for the next 5 or 10 years? [32:52] The goal is just to get better and just be a better representative of my firm and clients. [35:58] In North Carolina Contributory Negligence basically absolves the business of liability if you were negligent. [38:33] Brian’s goal in 5 to 10 years is to still be adding value in the workers’ compensation arena. [39:56] Tell us about this voting process and designation as a Super Fan. [40:53] His senior year Brian was the Super Fan for the University of Michigan. [43:19] Brian and his crew were asked to start and organize a student section for the basketball team from the ground up. [45:13] What is the attraction you have with podcasts? [47:51] If there was a trigger for me to become an Attorney it was definitely the O.J. Simpson case. [48:34] How did you and Ali meet? [51:22] We started dating at Camp Seagull/Seafair in 2001. [52:19] What caused marriage to come a-knocking? [54:10] Brian and Ali have been married for 16 years. [54:22] Brian talks about his three kids. [56:15] What is a normal “day-in-the-life” of Brian the Practicing Attorney, husband, and dad like? [57:31] Brian explains what billing hours mean as an Attorney. [60:24] Brian tries to get as much done as he possibly can while he is at work and that way he can have a home life when he gets home. [60:46] Why did you choose to live in 12 Oaks? [63:26] Ali’s parents moved to 12 Oaks from Pittsburgh. [65:53] Brian’s family moved to 12 Oaks in the summer of 2016. [66:18] How has it been the last four years living in 12 Oaks? [68:27] Brian’s goal is to make people laugh and have a good time. [71:28] Brian shares something that is true for him, but almost no one agrees with him about. [72:33] What is Brian most proud of? [73:10] What would you like to hear God say when you arrive at the pearly gates? Links and Resources: 12 Oaks Community Website Team Anderson Realty Brian’s Hometown: Chelsea, Michigan https://en.m.wikipedia.org/wiki/Chelsea,_Michigan Chelsea, Michigan: Actor, Jeff Daniels https://en.wikipedia.org/wiki/Jeff_Daniels Chelsea, Michigan: Home to Jiffy Mix https://en.wikipedia.org/wiki/Jiffy_mix University of Michigan: https://umich.edu North Carolina Central University, School of Law: https://en.wikipedia.org/wiki/North_Carolina_Central_University Midkiff, Muncie, and Ross Law Firm: https://midkifflaw.com
Every year in the U.S. there are more than 100,000 deaths due to medical errors in the U.S. Some reports say it’s more like 300,000. That’s a very scary statistic. How can you protect yourself from becoming a victim of medical error? In this episode of Hilary Topper On Air, Hilary interviews Robert Fallarino, Esq., an attorney at Pegalis Law Group, LLC. About Robert Robert is a trial attorney with thirty years of experience leading medical malpractice litigation, complex labor law, and product defect litigation. Notably, he obtained the fourth highest verdict in New York State for medical negligence, and a top ten verdict overall, in 2012. Robert has dedicated his career to compassionately helping people who have endured life-altering and catastrophic injuries. He strives to resolve matters in the most advantageous setting for his clients, whether that means obtaining a jury verdict, a court conference settlement, or by use of a mediator. Time and again, Robert has resolved cases for millions of dollars for patients who have been victims of medical negligence across NY State and around the nation including in North Carolina, Nebraska, Idaho, Connecticut and Pennsylvania. Robert ensures his clients from all walks of life feel comfortable with every aspect of the legal proceedings, and confident of the decisions throughout the legal process. Robert has been named to the 2020, 2019, 2018, and 2017 list of Best Lawyers in America® which each year recognizes only 5% of all attorneys across the country. He has also been named every year since 2012 to the New York Metro Super Lawyers© List, for peer recognition and professional achievement. Robert is active in community matters. He currently serves as the vice president of the East Williston Union Free School District Board of Education, and has served on the board since 2009. He previously volunteered to serve the public as a prosecuting attorney for The Village of Floral Park. To fulfill his professional and community service roles, he relies on the support of his wife and his sons, who are life-long residents of Long Island, NY. Robert is admitted to practice law in New York, North Carolina and the District of Columbia, as well as in the Federal Courts for Eastern and Southern Districts of New York and the Second Circuit Court of Appeals. He is a member of New York State Bar Association, North Carolina Bar Association, New York State Trial Lawyers Association, Nassau County Bar Association, Washington D.C. Bar Association, and American Association for Justice. Robert obtained his law degree from St. John’s University School of Law where he was a Thomas More Scholar. He graduated magna cum laude from St. John’s University with a bachelor’s degree in government and politics. About the Interview Preventable medical error is the third leading cause of death in the US, after heart disease and cancer. Robert will discuss what you can do to help prevent yourself from becoming a victim of medical error. He will speak about the role of an experienced medical malpractice attorney and the time limits in place. About Pegalis Law Group Pegalis Law Group represents people suffering from preventable medical errors and personal injury. We strive for accountability by advocating for clients to ensure safer medical practices for better patient care. To discuss your medical/legal situation, call Pegalis Law Group at 516-684-2900. There is never a fee for legal consultations.. To contact Robert or learn more about Pegalis Law Group visit https://pegalislawgroup.com/.
So you started your own business and went online to one of those do-it-yourself legal forms websites and got the LLC or your lawyer set one up for you. You think your personal assets are protected from any corporate lawsuits, but are you really? In this podcast we have Rob Mays of MayLawFirmNC.com as our guest to scare the bejesus out of us. Rob is a special kind of a lawyer and you want him on your side. If someone owes you money and they use their LLC as protection, he finds ways that the "corporate seal of protection" may have been broken or way too thin to begin with. Listen and learn: What are corporate protections and what should small businesses know about them? What does not blowing it mean? How to properly setup your corporation Things you should not rely on Common mistakes in mixing and mingling personal and business. Who is Rob? Before founding The Mays Law Firm in 2018, Rob Mays was a shareholder at the largest law firm headquartered in Asheville. Prior to returning to North Carolina in 2010, he practiced for five years in the Washington, D.C. office of an international law firm. He started his career as a law clerk for the Honorable Gerald B. Tjoflat, U.S. Court of Appeals for the Eleventh Circuit. Mr. Mays has litigated a wide range of matters in federal and state courts. He has briefed cases for the U.S. Supreme Court and both state and federal appellate courts. Rob has served on the Bankruptcy Council of the North Carolina Bar Association. He was named to Business North Carolina’s “Legal Elite” for Bankruptcy in 2018, and named as a “Super Lawyer” for Creditor-Debtor Rights in 2019. Rob graduated with honors from Duke University School of Law, where he was Editor-In-Chief of Duke’s oldest law journal, and simultaneously earned a graduate degree in public policy.
Last September, Hurricane Florence devastated North Carolina's families, communities, and its trial courts. Court administrators Ellen Hancox and Caitlin Emmons tell how they made it through the storm, cared for their families, and managed to keep their courts afloat. What lessons can we take away from their experience? To cope, people had to come up with “contingency plans for their contingency plans” in order to deal with a storm that upended lives and work. Ellen and Caitlin talk about how their courts and their families endured, including judges who had not fully recovered from the previous hurricane (Matthew). They also describe their efforts at disaster recovery, their emergency plans, and their continuity of operations plans (COOP) during the crisis. Finally, they relate how they overcame unforeseen logistical and legal hurdles. Leave a comment or question about the podcast at clapodcast@nacmnet.org. You can see addition information in the Show Notes section at nacmnet.org/podcasts. About the Presenters Ellen Hancox has served as the Trial Court Administrator for Cumberland County, N. C. since 2002. She attended the University of Mary Washington and Campbell University School of Law. Before joining the court system, she was in private practice, and her practice was devoted to civil litigation. She is involved in the Cumberland County Bar Association, having served as President. She has served on various committees and boards with the North Carolina Bar Association. Caitlin Emmons graduated from the University of California, Irvine School of Law in 2015. She was a fellow at the Hawaii Appleseed Center for Law and Economic Justice from 2016-2017. In 2017, Caitlin relocated to North Carolina with her husband who is on active duty serving as a United States Marine. She worked as the Judicial Assistant for Onslow County from September 2017 until January 2019. She is now the Trial Court Coordinator for Judicial District 4, which includes Onslow, Sampson, Duplin, and Jones counties.
Welcome to Splitsville | Navigating Divorce in a Modern World
While many people are familiar with divorce stemming from infidelity, abuse, addiction, or growing apart, what's not often discussed is the toll that financial stress can take on a marriage. Job loss, illness, disability, student loans, poor financial planning, and changes in the economy can all lead an otherwise happy couple down the path of separation and divorce. Click here to call Touchstone Family Law now! In this episode, your host and guide, Attorney Leigh Sellers, sits down with Charlotte bankruptcy attorney Heather Culp. Heather has been assisting clients with debt, credit, and bankruptcy issues in Charlotte for more than fifteen years. In addition to representing clients, Heather served as 2017-2018 president of the Mecklenburg County Bar and served on the Board of Governors of the North Carolina Bar Association and North Carolina Bar Foundation. Heather also volunteers with Charlotte Center for Legal Advocacy and Legal Aid of North Carolina, Inc., handling cases for people who would otherwise be unable to afford representation. You can connect with Heather at EssexRichards.com or at 704.377.4300. Key insights from the episode: 5:05 - The reasons bankruptcy is more common than many people realize 6:45 - Why bankruptcy, like divorce, can be the best way out of a bad situation 8:02 - The most common types of bankruptcy for individuals and married couples 10:23 - Should a married couple file for bankruptcy jointly or individually? 14:18 - Why it's important to discuss debt and bankruptcy issues with an attorney prior to divorce. 17:20 - What you need to know about exempting your property from creditors and the bankruptcy trustee. 21:16 - The special protection that North Carolina law gives to real estate owned by married couples 23:40 - These debts are not dischargeable in bankruptcy 27:27 - Why it's important to speak with an attorney before attempting to resolve debt and bankruptcy issues yourself. 31:37 - What to do if you get a notice of bankruptcy from your ex-spouse. 32:49 - How a bankruptcy filing can eliminate a divorcing couple's credit card debt, medical debt, business debt, tax debt, car loans and more. 33:10 - When alimony and child support get paid before creditors 34:57 - Why it's important to be completely honest with the bankruptcy court about your assets and liabilities Ready to discuss your child custody situation now? Call 704-936-0062 to speak with an experienced Touchstone Family Law attorney today. *** The insights and views presented in “Welcome to Splitsville” are for general information purposes only and should not be taken as legal advice for any individual case or situation. Nor does tuning in to this podcast constitute an attorney-client relationship of any kind. If you’re ready for compassionate and reliable legal guidance on your journey through divorce, contact Leigh Sellers and her team (NC & SC) at www.TouchstoneFamilyLaw.com
Asheville native Jackie Grant is now president of the North Carolina Bar Association . She was inaugurated at the NCBA's annual meeting last month. The A.C. Reynolds High School and Western Carolina University graduate is the first woman attorney from Asheville to serve as president of the NCBA, and only the second African-American woman to hold the position. Grant is a partner and litigator for Roberts & Stevens. She sat down with BPR's Matt Bush to talk about the role the Bar Association plays, and what lawyers can bring to discussions about criminal justice reform and educating the public about the court system. INTERVIEW EXCERPTS - On the role of the North Carolina Bar Association - "The Bar Association is the voluntary bar of lawyers. The North Carolina State Bar is the mandatory bar that handles licensing and disciplinary actions with lawyers. The North Carolina Bar Association has over 20-thousand members. We look at proposed legislation, anything that affects the legal
Asheville native Jackie Grant is now president of the North Carolina Bar Association . She was inaugurated at the NCBA's annual meeting last month. The A.C. Reynolds High School and Western Carolina University graduate is the first woman attorney from Asheville to serve as president of the NCBA, and only the second African-American woman to hold the position. Grant is a partner and litigator for Roberts & Stevens. She sat down with BPR's Matt Bush to talk about the role the Bar Association plays, and what lawyers can bring to discussions about criminal justice reform and educating the public about the court system. INTERVIEW EXCERPTS - On the role of the North Carolina Bar Association - "The Bar Association is the voluntary bar of lawyers. The North Carolina State Bar is the mandatory bar that handles licensing and disciplinary actions with lawyers. The North Carolina Bar Association has over 20-thousand members. We look at proposed legislation, anything that affects the legal
This is the show where Valerie and Leto talk about sexual harassment, live! The Law Sisters had a little hiatus (we have actual cases to work on, you guys!) We broadcast during a legal education program from the North Carolina Bar Association all about #MeToo! We discuss how the other side -- the employer -- thinks about sexual harassment at work. You’ll hear how it is the same as employees think -- and how it is very different. Our special guest this week is Jill Stricklin, a partner at Costangy, Brooks, Mills & Profete! Jill only represents employers in employment discrimination and labor disputes. She brings her perspective on the law and how employers can and should react to claims of sexual harassment. Some of the topics that Jill discusses with us: Should that manager who harassed the employee be fired or only disciplined? And what does making a sexual harassment complaint do to the employee’s future at the company? And this week’s Bad Boss of the week is a champion of the #MeToo movement at work! Or at least he was -- before the allegations came back to bite him! Follow us on Twitter @lawsisters Join the conversation on Facebook @thelawsisters Read more at lawsisters.com Have a question? Call us at 919-909-0236 Email us at leto@lawsisters.com or valerie@lawsisters.com We can’t wait to hear from you!
There are numerous sources in the legal world claiming that lawyers need to work on building and growing their networks in order to gain referrals. But with hundreds of connections, how is a solo lawyer able to build and develop proper relationships with everyone? Maybe lawyers should be thinking about the quality of their connections rather than the quantity. What should a solo or small firm attorney do to build a good referral network? In this episode of New Solo, Adriana Linares interviews family law practitioner Lee Rosen about forming strategic partnerships and setting up a basic referral network. Rosen actually rejects both of those phrases and explains that he thinks of an effective referral network as a collection of close friends who provide value to each other in multiple ways. Lawyers should build relationships with around twenty other lawyers and people in different professions who have the opportunity to provide referrals. Also, he says, you need to LIKE these people, because they will be your friends for the rest of your practice. Once you have found the right twenty connections, use things like social media to maintain these relationships. At the end of the podcast, Rosen explains three important takeaways for solo lawyers: be interested in the other people, be deliberate and calculating when you choose connections, and pick up the phone and start calling people today. He believes this form of networking will grow your practice and make you happy. Lee Rosen has practiced family law for more than 20 years, with four offices in Raleigh, Charlotte, Durham, and Chapel Hill, North Carolina. He served as the Law Practice Management editor of the ABA Family Advocate for more than a decade and received the ABA James Kean Award for excellence in elawyering. He also served as chair of the Law Practice Management Section of the North Carolina Bar Association. He's a frequent speaker, often sought out by media as a source of family law insight and commentary and the publisher of DivorceDiscourse.com, a widely popular daily advice blog about law firm marketing, management, and finances. Special thanks to our sponsor, Solo Practice University.
Jared Correia, co-host of The Legal Toolkit on Legal Talk Network, interviews Joyce Brafford about marketing for lawyers at Mass LOMAP's 4th Annual Super Marketing Conference. She recommends that lawyers choose one social media platform, maintain consistent engagement, and be sincere, especially in solo and small firms with more personal clients. Brafford is a Practice Management Advisor with the North Carolina Bar Association, making sure lawyers have access to the technology that can help them run their firms efficiently and professionally.
We have seen flat fees being used by some family lawyers, mediators and Certified Divorce Financial Analysts. These professionals remain to be the minority. While the marketing benefits of the flat fees approach is little bit more certain, most professionals are concerned about how to make it work and what might some of the downside be. This month's TeleSeminar is an exploration of the advantages of charging flat fees rather than billing hours. Our guest speaker, Lee Rosen, has employed fixed fees exclusively in his 10-attorney practice for more than a decade. He will explain how, in his view, the hourly billing model doesn't work anymore for family lawyers. It drives practices in directions that make for unhappy lawyers and unhappy clients and that there's got to be a better way. His approach has evolved into to a win-win arrangement for his firm, his lawyers and his clients. In this teleseminar, Rosen will: 1. Explain the rationale for flat fees, 2. Provide practical insight into how he makes it work, 3. Tell the story of how his transition to fixed fees nearly put him out of business, and 4. Explain the practical economics of running a practice without the burden of keeping time records. About Our Guest Speaker – Lee Rosen, Family Law Attorney Lee began his legal career in 1987 and is the founder of the Rosen Law Firm. As Rosen's Chief Executive Officer, Lee oversees strategic planning, staff development and fiscal management. Never idle, he has served as a Council member of the North Carolina Bar Association Family Law Section and Law Practice Management Section, as chairperson of several committees of the American Bar Association, and as editor of Family Forum, a publication of the North Carolina Bar Association. As if that weren't enough, he serves as a member of the editorial board of the Family Advocate, the largest circulation family law publication in the country, and he is a legal advisor to the National Council of Juvenile and Family Court Judges, which included working on the Model Code on Domestic Violence.
A new attorney right out of law school or a lawyer going solo is often met with the challenge of finding new clients. In this edition of The Un-Billable Hour, host Attorney Rodney Dowell, Director of the Massachusetts Law Office Management Assistance Program, welcomes Erik Mazzone, Director of the Center for Practice Management at North Carolina Bar Association, to offer tips on how to find clients for your new practice. Rodney and Erik will discuss the referral network, the power of social networking and ultimately the importance of relationships.
Attorneys are continuously seeking answers on their quest to start a successful law practice. In this edition of The Un-Billable Hour, host Attorney Rodney Dowell, Director of the Massachusetts Law Office Management Assistance Program, welcomes Erik Mazzone, Director of the Center for Practice Management at North Carolina Bar Association, to talk about the new rules for starting a law office. Rodney and Erik will look at financing your office, the need for bootstrapping and the importance of technology and marketing.
Your lobby matters. It's the first impression many prospective clients have of your firm. It makes a big difference as to how the client processes the help and information you offer. In this podcast, Erik Mazzone and Lee Rosen discuss the impact of the lobby, some awful lobbies and some ideas about how you can make your lobby work for you. An effective lobby will impact your bottom line. There are, at least, three ways to listen to this show. Listen to this podcast using the player below. Listen by downloading the file and putting it on your mp3 player. Or subscribe by clicking on the itunes button at the top of the page and the show can automatically be downloaded and loaded on your iPod. Erik Mazzone is the Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association. In his position he visits law firms everyday and has a broad range of lobby "experiences". In our "picks of the week" segment we discuss Etsy and Water Wonders.
Your lobby matters. It’s the first impression many prospective clients have of your firm. It makes a big difference as to how the client processes the help and information you offer. In this podcast, Erik Mazzone and Lee Rosen discuss the impact of the lobby, some awful lobbies and some ideas about how you can make your lobby work for you. An effective lobby will impact your bottom line. There are, at least, three ways to listen to this show. Listen to this podcast using the player below. Listen by downloading the file and putting it on your mp3 player. Or subscribe by clicking on the itunes button at the top of the page and the show can automatically be downloaded and loaded on your iPod. Erik Mazzone is the Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association. In his position he visits law firms everyday and has a broad range of lobby "experiences". In our "picks of the week" segment we discuss Etsy and Water Wonders.
Need to fill a position? Running a help-wanted ad? With the current economic situation you're likely to receive more resumes than you can handle. How do you find the cream of the crop? How do you avoid committing days and days to interviewing? How do you avoid the mind-numbing boredom? Group interviews - that's how. Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association, and Lee Rosen discuss this great technique for finding the best people in an efficient, fun way. Lee and Erik have both tried this aproach on many occasions and it works. Give us a listen for out step-by-step approach to the group interview. Also, in our picks of the week segment, we discuss SquareSpace and PogoPlug.
Need to fill a position? Running a help-wanted ad? With the current economic situation you’re likely to receive more resumes than you can handle. How do you find the cream of the crop? How do you avoid committing days and days to interviewing? How do you avoid the mind-numbing boredom? Group interviews - that’s how. Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association, and Lee Rosen discuss this great technique for finding the best people in an efficient, fun way. Lee and Erik have both tried this aproach on many occasions and it works. Give us a listen for out step-by-step approach to the group interview. Also, in our picks of the week segment, we discuss SquareSpace and PogoPlug.
Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association and Lee Rosen discuss initial consultations and how to close the sale. It all starts with the initial consultation and failing to do it right leaves the lawyer without a client. We discuss the basics and some major mistakes that people make - things that cause a prospective client to lose trust and confidence in the attorney. Download this podcast, put it on your player and learn something on your daily commute. You can subscribe to these podcasts in iTunes (see the link above) and the shows will download automatically to your iPod. As usual we have a couple of Picks of the Week that will help take you to the next level. Little Red Book of Selling: 12.5 Principles of Sales Greatness Lawyer Marketing Advisor - Trey Ryders Weekly newsletter
Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association and Lee Rosen discuss initial consultations and how to close the sale. It all starts with the initial consultation and failing to do it right leaves the lawyer without a client. We discuss the basics and some major mistakes that people make - things that cause a prospective client to lose trust and confidence in the attorney. Download this podcast, put it on your player and learn something on your daily commute. You can subscribe to these podcasts in iTunes (see the link above) and the shows will download automatically to your iPod. As usual we have a couple of Picks of the Week that will help take you to the next level. Little Red Book of Selling: 12.5 Principles of Sales Greatness Lawyer Marketing Advisor - Trey Ryders Weekly newsletter
Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association, talks with me about fixed fees and alternative billing arrangements on the latest Divorce Discourse Podcast. We've been charging our clients fixed fees for many years and we delve in to how it works out for us and for our clients. In addition to billing arrangements we discuss several products and sites that will be useful to you. Rosen Fee Calculator Winning Alternatives to the Billable Hour, Third Edition: Strategies that Work">Winning Alternatives to the Billable Hour Google Docs
Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association, talks with me about fixed fees and alternative billing arrangements on the latest Divorce Discourse Podcast. We’ve been charging our clients fixed fees for many years and we delve in to how it works out for us and for our clients. In addition to billing arrangements we discuss several products and sites that will be useful to you. Rosen Fee Calculator Winning Alternatives to the Billable Hour, Third Edition: Strategies that Work">Winning Alternatives to the Billable Hour Google Docs
If you've been hearing a lot about legal software as a service or SaaS lately, you'll want to listen to this Lawyer2Lawyer program. Join Law.com bloggers and co-hosts, Bob Ambrogi and J. Craig Willliams with guests, Jack Newton, Co-founder and President of Clio, who holds an M.Sc. in Computer Science and Erik Mazzone, the Director of the Center for Practice Management for the North Carolina Bar Association to take an in-depth look at the advantages, disadvantages, risks and even ethical issues when it comes to legal (SaaS).
Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association, talks with me about cutting costs on the latest Divorce Discourse Podcast. We had at least ten good ideas for reducing costs - short term and long. We plan to get together weekly to talk about practice management ideas and post the shows here and at Erik's blog - Law Practice Matters. In addition to cost cutting we discuss several products and sites that will be useful to you. QuickbooksOnline SpeakWrite.com FreeCalc AccountingCoach.com
Erik Mazzone, Practice Management Advisor and the Director of the Center for Practice Management of the North Carolina Bar Association, talks with me about cutting costs on the latest Divorce Discourse Podcast. We had at least ten good ideas for reducing costs - short term and long. We plan to get together weekly to talk about practice management ideas and post the shows here and at Erik’s blog - Law Practice Matters. In addition to cost cutting we discuss several products and sites that will be useful to you. QuickbooksOnline SpeakWrite.com FreeCalc AccountingCoach.com