
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
Outline for 2024-2025 Bar Year Leadership Trainings
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
Materials
Role and Responsibilities New Group and Committee Leader Orientation September 18 2024 (Final)
1a – RPTE ORG Chart 2024_25_FINAL
3a – Guidance for Committee Leaders
3a1 – Committee Guidance Calendar
3b – Guidance for Group Leaders
3d – 2025 RPTE National CLE Conference RFP
3e – Program Submission Form for eCLE Webinars 2025
3e – Program Submission Form for Series eCLE Webinars 2025
3f – Publications Presentation to New Leadership Training-c
4a – ABA Business Conduct- Standards c
4b – RPTE Leadership and Mentoring Keys to Success
4b – RPTE Leadership and Mentoring Mission Statement
4b – RPTE Leadership and Mentoring Steps for Successful Mentoring
4c – 7 – 5-8-2024 – Memo on Meeting Locations – Meetings Task Force of Planning Committee-c
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
Materials
2a – Guidance for Group Leaders
3b – 2025 RPTE National CLE Conference RFP
3c – Program Submission Form for eCLE Webinars 2025
3c – Program Submission Form for Series eCLE Webinars 2025
5a – RPTE Leadership and Mentoring Keys to Success
5a – RPTE Leadership and Mentoring Mission Statement
5a – RPTE Leadership and Mentoring Steps for Successful Mentoring
5b – Nominating Committee Helpful Hints
6a – ABA Business Conduct Standards C
6b – 7 – 5-8-2024 – Memo on Meeting Locations – Meetings Task Force of Planning Committee-c
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
Materials
Publications Presentation to New Leadership Training-c
1a – Committee Guidance Calendar
1a – Guidance for Committee Leaders
2b – 2025 RPTE National CLE Conference RFP
2c – Program Submission Form for eCLE Webinars 2025
2c – Program Submission Form for Series eCLE Webinars 2025
4a – RPTE Leadership and Mentoring Keys to Success
4a – RPTE Leadership and Mentoring Mission Statement
4b – Nominating Committee Helpful Hints
5a -ABA Business Conduct Standards c
5b – 7 – 5-8-2024 – Memo on Meeting Locations – Meetings Task Force of Planning Committee-c
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!