Bar Year Leadership Training Series

INFORMATIONAL SESSIONS FOR NEW AND CONTINUING LEADERS

This year we will again conduct a series of zoom presentations to prepare leadership for the new bar year. There will be two one-hour sessions together with a separate half-hour session for Supervisory Council Members. We will present a series of 30-minute sessions focusing on discreet topics. This format allows continuing chairs and vice chairs to focus on areas in which they need additional training and new leaders to receive more in-depth coverage of all the tasks they will deal with during the year. All times are Central Time.

2024 Program Schedule Subject to Change

Wednesday, September 11, 2024

12:30 p.m. to 1:00 p.m. ET

Welcome (5 minutes)

Benetta Park, Section Chair

[Marie Moore, Section Chair – Elect OR Ray Prather and Kellye Clarke if Marie is not available

Duties and Mission of SCM Leaders (15 minutes)

  • Expectations of SCM
  • Participation in Group Calls and Coordinating Committee Calls
  • Supporting the Creation of Group’s Business Plan
  • RPTE Fellows Program [mention Liz Ochoa]
  • Succession Planning: Attracting, training, and motivating talent

How SCMs Communicate and Get Involved (10 minutes)

ABA Communities

  • Bryan Lambert, Director ABA Marketing, Membership & Business Development and Monica Larys, Manager ABA Product Marketing & Member Engagement

Wednesday, September 18, 2024 - Live in Person

12:30 p.m. to 1:00 p.m. ET

Rpte New Leadership Training Program

Welcome

General overview and Q&A
Henry Talavera and Bryan Lambert

Panel #1 RPTE and the ABA

Benetta Park and Bryan Lambert

Panel #1 RPTE and the ABA                 

  • Who/What is RPTE and its place within the ABA
  • Role of RPTE staff and how they can assist in your success
    1a – Section Flow Chart
    1b – Staff Org Chart
    1c – Staff Duties Chart

Panel #2 RPTE Leadership Journeys & Opportunities

Henry Talavera, Jack Fersko, Kim Sandher

  • Interactive session with three RPTE leaders providing insights into leadership journeys and the professional development that can translate into career opportunities

Panel #3 Overview of Roles for Group and Committee Leaders

Lilly Gerontis and Lori Oliphant

  • Expectations Chairs + Vice-Chairs
    • Group and Committee Calls
    • Creating a Business Plan
    • CLE and Publications
    • Succession Planning [light]
  • Role of SCMs + GSC
  • Best practices for Group + Committee leaders

3a – Committee Guidance
3a1 – Committee Guidance Calendar
3b – Group Guidance
3b1 – Group Guidance Calendar
3c – Business Plan Template
3d – NCLEC RFP Form
3e – eCLE Proposal Forms
3f – Author Guidelines (P&P, eReport, RPTEL Journal)

Panel #4 Best Practices for Navigating People & Communications

Ray Prather, Kellye Clarke and Christina Jenkins

  • Succession Planning
  • Attracting/Training/Motivating Talent
  • Leadership & Mentoring
  • Diversity, Equity & Inclusion
  • ABA Business Conduct Standards
    4a – ABA Business Conduct Standards
    4b – Leadership and Mentoring
    4c – Memo on Meeting Locations

Distribute survey; Wrap-up; Further Discussion; Q&A

Henry Talavera and Lilly Gerontis

  • Program Survey
  • Reimbursement Form

Friday, September 20, 2024

1:00 p.m. to 2:00 p.m. ET

Group Leaders Training for 2024-2025

  • Welcome (5 minutes)

Benetta Park, Section Chair

Duties and Mission of Group Leaders (10 minutes)

Henry Talavera and Lilly Gerontis, Co-chairs of Groups and Substantive Committee (GSC)

  • Role of Group Chairs/Vice-Chairs
  • Group Calls
  • Creating a Business Plan
  • RPTE Fellows Program [mention Liz Ochoa]
  • Succession Planning: Attracting, training, and motivating talent
    • Group Reference Doc
    • Business Plan Template
    • Fellows Program Info

CLE & Publications for Group Leaders (10 minutes)

Henry Talavera Co-chair of GSC, [chairs of relevant Publications / CLE committees]

  • Benefits: Practice development and marketing
  • CLE/E-CLE: Program submission process and requirements
  • Publications: Article submission process and requirements for eReport, Probate & Property, RPTE Journal and Books & Media

How Group Leaders Coordinate with Internal & External Groups and Government Submissions (10 Minutes)

James Slaton and William La Piana

  • Coordinating with Internal & External Groups
  • Government Submissions

How Group Leaders Communicate and Get Involved (15 minutes)

ABA Communities (5 minutes)

  • Bryan Lambert, Director ABA Marketing, Membership & Business Development and Monica Larys, Manager ABA Product Marketing & Member Engagement

Leadership & Mentoring (5 minutes)

  • Dan Orvin and Jo Ann Engelhardt

Nomination Process (5 minutes)

  • Rob Freedman, Former Section Chair 2023-2024

Group Leaders Role in Diversity, Equity & Inclusion (5 minutes)

Renee Salley and Bryanna Frazier

Friday, September 27, 2024

1:00 p.m. to 2:00 p.m. ET

Group Leaders Training for 2024-2025

Welcome (5 minutes)

  • Benetta Park, Section Chair

Duties and Mission of Committee Leaders (10 minutes)

Philip Hirschfeld and Lisa Page, Vice-Chairs of Groups and Substantive Committee

  • Role of Committee Chairs/Vice-Chairs
  • Participation in Group Calls and Coordinating Committee Calls
  • Creating a Business Plan
  • RPTE Fellows Program
  • Succession Planning: Attracting, training, and motivating talent
  • Committee Reference Doc
  • Fellows Info (Monica)

CLE & Publications for Committee Leaders (10 minutes)

Amy Milligan and Jeffrey Hopkins Co-Chairs of the Publications Committee and Wogan Bernard and Carole Bass Co-Chairs of the Continuing Education Committee

  • CLE/E-CLE: Program submission process and requirements
  • Publications: Article submission process and requirements for eReport, Probate & Property, RPTE Journal and Books & Media
  • Benefits: Practice development and marketing
  • NCLEC RFP form (Khadijah)
  • Memos for Authors

How Committee Leaders Coordinate with Internal & External Groups and Government Submissions (10 Minutes)

James Slaton Chair of the Real Property Governmental Submission Committee and William La Piana Chair of the Trusts and Estates Governmental Submission Committee

  • Coordinating with Internal & External Groups
  • Government Submissions

How Committee Leaders Communicate and Get Involved (15 minutes)

  • Using and Communicating through ABA Communities and Listservs (5 minutes)
    Bryan Lambert, Director ABA Marketing, Membership & Business Development and Monica Larys, Manager ABA Product Marketing & Member Engagement
  • Leadership & Mentoring (5 minutes)
    Daniel Orvin and Jo Ann Engelhardt, Co-Chairs of the Leadership and Mentoring Committee
  • Nomination Process (5 minutes)
    Rob Freedman, Past Section Chair 2023-2024
  • L&M info
  • Nominations Info

Committee Leaders Role in Diversity, Equity & Inclusion (5 minutes)

Renee Salley and Bryanna Frazier, Co-Chairs of the Diversity, Equity and Inclusion Committee.  

  • ABA Business Conduct Standards
  • Meetings Memo

All division group and committee chairs and vice chairs, as well as council members, should plan to attend.

All leaders attending must register.

Material for the Orientation Series will be available for download.

The sessions will be recorded and posted on the fall meeting web page for those who cannot attend the live presentation.

If you have questions, feel free to contact the Section

On behalf of the Committee on Groups and Substantive Committees, we look forward to seeing you at this special program!

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