august 2011 - NALS of Phoenix

A UGUST 2 0 1 1
Findings of FACT
Inside this issue:
NOP Calendar of Events
2
October Meeting Flyer
3
NOP July Board Minutes
4
NOP July Membership Minutes
5
How To Nurture Friendships
6
NOP Charity Golf Tournament
7
NALS 60th Conference
10
Foundation Quilt Raffle Tickets
Valley of the Sun Charity Invite
What I Learned at NALS
University & Survey Form
11-12
13
14-16
NALS 2012-13 Leadership Team
11
The Brief
22
July Membership Photos
24
NOP Membership Social
17
Nominations and Elections
19
NALS Leadership Challenge
19
The Brief
22
July Meeting Photos
25
Specialty Certification Info
30
NALS Mission Statement
Code of Ethics and
Professional Responsibility
31
NALS Membership Application
33
Engage 5 Campaign
34
Officers & Committee Chairs
36
Thanks To Our Advertisers
EZ Messenger
LawGistic Partners AZ, LLC
LDP Publications
Nationwide Legal
Pitney Bowes
The Morton Group
2 011 Standing Dinne r Lis t
Stephanie P earlman, P P
Tar a Hughes, PP , CP
Kathr yn Fitchett, PP , P LS, ACP
Barbara Kuhns, ALS
P enelope M yer, P LS
Kathy S ieckman, P P , P LS, C LA
Terr y Houston, PP
Bud Hart
Kerie Tr indle B yr ne, P LS
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August 2011
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Calendar of Events and Upcoming Meetings
September 1
NOP Board Meeting
Phoenix, AZ
September 8 NOP Membership Social
Phoenix, AZ
September 23 Charity Golf Tournament
Tucson, AZ
October 13-16 60th NALS Education Conference
& National Forum — Cincinnati, OH
October 20
NOP Membership Meeting
Phoenix, AZ
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August 2011
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October Speaker
Larry Cohen, Esq.
of The Cohen Law Firm
Presents
EVIDENCE: NUTS AND BOLTS FOR THE PARALEGAL
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August 2011
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MINUTES OF THE JULY 7, 2011
NALS OF PHOENIX BOARD MEETING
A regularly scheduled board meeting of NALS of Phoenix was called to order at 12:07 p.m. on Thursday, July 7, 2011, by President Ed Pavese, PLS.
Present were President, Ed Pavese, PLS; President-Elect, Kerie Trindle Byrne, PLS; Secretary, Donna Vangury, LDP; Scholarship Chair, Vernelle
Collins, PP, PLS; Treasurer, Barbara Kuhns, ALS; Parliamentarian, Tara Hughes, PP, CP; Director of Certification, Terry Houston, PP Emerita; and
Director of Membership, Whitney Birk, CP. Excused were Historian, Barbara Leach, PLS; Bar Liaison, Barbara Marinoff, PLS; Director of Marketing,
Amy Nash; PLS; Website Chair, Tanya James, PLS; Hotel Liaison, Berlinda Corpora; Findings of Fact Editor, Dawn E. Fountain, PLS, LDP; and Employment
Chair, Linda Acevedo, PLS.
Consent Agenda items included approval of the June 2011 Board and Membership meeting minutes and the Treasurer’s report.
Donna Vangury, LDP, secretary, reported that a get well soon card was mailed to Barbara Marinoff, PLS, due her involvement in a vehicle
accident.
President Ed Pavese, PLS, reported for Amy Nash, PLS, Director of Marketing, the monthly meeting flyer, as well as a save the date flyer for the
membership social to the media, has been distributed to HR departments and the membership.
Whitney Birk, CP, Director of Membership, indicated that there are a few roster changes and they will be updated and distributed to the board.
Kerie Trindle Byrne, PLS, reported on her continued contact with all of the members who attended the last meeting with thank you notes, sorry
we missed you notes to those who did not attend, and recognizing members with birthdays this month. Kerie has received some great feedback and
the recipients of the e-cards are enjoying receiving them and they have a positive impact.
Kerie also reported that the committee for the membership social has met a couple of times and the planning is well under way. We expect to
have a great time playing games and having prizes to give away. One of the prizes will be the donation of a membership to a guest, with plenty of
other great prizes planned.
Ed Pavese, PLS, reported that the golf committee is continuing to work hard and so far the golf tournament looks like it will be a great success.
Sponsorships continue to be taken. The golf tournament scheduled for September 23, 2011.
Discussion/Action Items:
•
•
•
NALS of Phoenix, Winter Conference for NALS of Arizona update by committee chair Tara Hughes, PP, CP. The date has been selected for
January 27-28, 2012 at the Country Inn and Suites located at Interstate 17 and Loop 101 in North Phoenix. Room rates will be offered at
$99.00 per night. The committee is in the planning stages for the CLE to be offered and reaching out to the speakers to get them in place.
Discussion regarding the Lunch and Learn event. The first event has proved to be a great success with a lot of positive feedback. In
attendance were over 30 attendees with two-thirds being non-members. Further discussion held regarding the next event, and a date to be
determined.
A motion was made by Kerie Trindle Byrne, PLS, to reduce the cost of guests for the membership social event to $17.50. Terry Houston, PP
Emerita, seconded the motion. With no further discussion, the motion carried.
UPCOMING EVENTS:
July 14, 2011
NALS of Phoenix Membership meeting
August 4, 2011
NALS of Phoenix Board Meeting
August 11, 2011
NALS of Phoenix Membership meeting
September 23, 2011
NALS of Phoenix Charity Golf Tournament
October 20, 2011
NALS of Phoenix Membership meeting
October 13-16, 2011
NALS National Conference - Cincinnati, OH
January 27-28, 2011
NALS Winter Conference, Phoenix, AZ
Meeting adjourned at 12:37 p.m.
August 2011
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MINUTES OF THE JULY 12, 2011
NALS OF PHOENIX MEMBERSHIP MEETING
A regularly scheduled meeting of NALS of Phoenix was called to order at 6:10 p.m. on Thursday, July 12, 2011, at the Hilton Suites of Phoenix,
10 East Thomas Road, Phoenix, Arizona, by President, Ed Pavese, PLS.
The Pledge of Allegiance was recited and the Code of Ethics was read by Delana Freouf, PLS.
Members and guests were welcomed. General housekeeping announced to remember that the format has changed and we now complete
the business portion of the meeting during dinner. Please keep the noise level down to a minimum so everyone can hear the officer reports.
Everyone was asked to introduce themselves and include where you work and suggest who the winner of the Open will be.
Ed Pavese, PLS, reported on the Golf Tournament committee; the tournament is progressing very well.
Tara Hughes, PP, CP, reported for Terry Houston, PP Emerita, is currently working on the next Lunch and Learn seminar. Details will be
announced once finalized.
Kerie Trindle Byrne reported on behalf of Whitney Birk, CP, director of membership, and recognized two (2) new members Anita Angle and
Eliana Salazar.
We also have three (3) anniversaries:
Penelope Myer, PLS
14 years
Delana Freouf, PLS
8 years
Katrina Shawyer
1 year
Kerie also announced flyers on the table for the upcoming Membership social. The Membership social will be fun, educational and include
prize giveaways.
We are offering a special discount for the guests at the membership social.
Tara Hughes, PP, CP, and Delana Freouf, PLS, are both NALS Foundation Trustees. Tara reported on the NALS Foundation to include
sponsoring future leader scholarships. Applications available. Deadline is September 1, 2011. Complete application or nominate someone. If
you have any questions, please contact Tara or Delana.
Karen McElroy, PP, PLS, NALS Director of Education, reported that NALS has many venue and forums for education.
Ed Pavese, PLS, also indicated that if you are interested in getting involved, you can start by joining any of the committees. It is very
rewarding.
The meeting adjourned for dinner at 6:26 p.m. and resumed at 7:06 p.m.
Kathryn Fitchett, PP, PLS, CP, introduced Felecia A. Rotellini, Esq., of Zwillinger, Greek, Zwillinger & Knecht, PC, who presented on “Arizona
Politics: The Law and Tales from the Campaign Trail.”
Informational Items
August 4, 2011
NALS of Phoenix Board Meeting
August 11, 2011
NALS of Phoenix Membership meeting
September 23, 2011
NALS of Phoenix Charity Golf Tournament
October 13-16, 2011
NALS Annual Education Conference & National Forum – Cincinnati, OH
October 20, 2011
NALS of Phoenix Membership meeting
January 27-28, 2011
NALS Winter Conference, Phoenix, AZ
Kerie Trindle Byrne, PLS, won the door prize. Barbara Kuhns, ALS, won the 50/50 raffle.
There being no further business, the meeting adjourned at 8:01 p.m.
APPROVED:
_/s/ Donna Vangury_____
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August 2011
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H o w To N u r t u r e F r i e n d s h i p s
Submitted By
Sue Morton, CPC, CTS
President, The Morton Group
Excuses For
Sleeping At
Your Desk
“They told me at the
blood bank this might
happen.”
“This was just a 15minute power nap like
they raved about in
that time management
course you sent me
to.”
“Whew! Guess I left
the top off the whiteout. You probably got
here just in time.”
“I wasn’t sleeping, I
was meditating on the
mission statement and
envisioning a new
paradigm.”
“I was doing a highly
specific Yoga exercise
to relieve probably got
here just in time.”
“The coffee machine is
broken.”
“Wow! You really can
think clearer in total
darkness.”
“Someone must have
put decaf in the wrong
pot.”
Study after Study shows that
we’re healthier, more able to
stave off illness and generally
better adjusted at work and
home when we have a strong
so c i a l n e t wo r k. B u t t h e
demands of work and home
leave many with little time to
nurture friendships. Try these
suggestions to reconnect with
old friends and build fresh social connections:
Keep in touch. The little bit of attention you give with an e-mail or
quick phone call goes a long way in keeping old friends in your life.
Don’t be shy about reconnecting. If all the demands of daily life have
already created a long silence with an old friend, swallow your pride
and call. Chances are your friends have been busy and would welcome
your effort.
Take a lunch break. Health and career experts both agree that taking
a break for lunch, rather than working through it, is good for you.
Take a lunch break with coworkers whom you’d like to get to know
better.
Don’t be afraid to confide in coworkers. Be a friend and find a
friend among people you connect with on a personal as well as
professional level. Just pick your confidantes carefully.
Attend office seminars. Many companies offer lunchtime seminars for
employees. Attend the ones that interest you. You’ll find like-minded
people with whom you can forge friendships. Don’t be shy about
making the first move at forming a bond. You may be surprised at how
many other people are looking for friendships.
-- A d a p t e d f r o m Wo r k i n g M o t h e r --
Until next time – make a difference!
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October 13-16, 2011
20 hours of CLE are available... that is 43 sessions to choose from all wrapped around
4 days of networking. You told us that you wanted more education focused in specific
areas of law, well here you go!
A Major Change to the NALS Conference Schedule... Sessions are Focused in Four
Main Areas of Law. Session titles are color coded to show which area of law they are in:
HHHHHHHHHHHHHHHHHHHHHHHHHHHH
L I T I GAT I O N /C I V I L L A W
HHHHHHHHHHHHHHHHHHHHHHHHHHHH
C O R P O R AT E L A W
HHHHHHHHHHHHHHHHHHHHHHHHHHHH
E S TAT E P L A N N I N G /F A M I LY L A W
HHHHHHHHHHHHHHHHHHHHHHHHHHH
GENERAL PRACTICE LAW
HHHHHHHHHHHHHHHHHHHHHHHHHHHH
HHHHHHHHHHHHHHHHHHHHHHHHHHHH
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Foundation Quilt
Pre-sale Tickets
August 2011
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What I learned at NALS University
Session One: Motivating Members
By: Kerie-Shea Trindle Byrne, PLS
NALS University is an available track of education at the
Professional Development and Educational Conference
in Tulsa, Oklahoma. This track is available to presidents
and presidents elect on the state and regional levels
and is presented by NALS past and present leaders from
across the country. This past March, I had the privilege
of “enrolling” in NALS University. Students first
attended a brief orientation followed by our choice of
six twenty minute sessions from the areas of Community
Service, Finance/Budgets, Fundraising, Governance Documents, Leading Effective
Meetings, Motivating Members, Planning Meetings and Retreats, Presidents’ Messages,
Programs with a Punch and Websites. In the next six months, I’ll tell you about the six
sessions I attended and what I learned to help make our local chapter better.
The first session I attended was “Motivating Members Using the GRAPE Principle
Without Stomping the Enthusiasm Out of Them” presented by our own Kathy Sieckman,
PP, PLS. Kathy discussed the five areas we need to focus on as we are working with
members, Growth, Recognition, Achievement, Participation and Enjoyment. As I
develop my agenda for the coming year as President, I plan to apply the techniques we
discussed. NALS of Phoenix will continue to provide areas for members who want to be
involved in the operations of the association with the opportunity to grow within the
organization.
There are so many areas for you, as a member, to be involved. You can serve on a
committee and the great thing about it is that you can decide how much or how little you
would like to do. We have opportunities for committee members to do a variety of tasks
like send e-cards, make phone calls, design flyers and programs, arrange for speakers,
write articles, organize study materials, solicit vendors and sponsors, handle decorations
for an event. As you determine how you would like to serve NALS of Phoenix, think about
things you like to do in your spare time. Do you love connecting with friends on
Facebook, Twitter, Linked In or other social media? Maybe you could help administer the
NALS of Phoenix social media presence. Do you love to write? Maybe you could write an
article for the Findings of Fact. Do you love to organize? Maybe you could help with the
Archiving Committee and reorganize our NALS of Phoenix history. Are you tech savvy?
Maybe you could help the NALS of Phoenix Webmaster with the Web Page. If we break
down large tasks into smaller ones and work together, we can accomplish bigger things!
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August 2011
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What I learned at
NALS University
Session One: Motivating Members
(Continued)
Thinking Big? If you want to do more than serve on a committee, there are
opportunities for you to serve as a committee chairperson, director and officer. These
positions are great ways to dive into NALS, learn about our organization and serve the legal
community. If you think you might be interested in serving as a committee chairperson,
director or officer, or if you have questions about the duties of these positions, please feel
free to talk to a past or current leader. We are happy to share the information we have
with you. Communication is really key when it comes to planning your involvement and
working on the projects you love.
So, here’s the part where we ask for your feedback. NALS of Phoenix wants to know
what your talents are and how you can put them to use for NALS of Phoenix. I have put
together a brief questionnaire. Please take the few moments to complete the survey.
Every completed survey that is turned in to me either in person or via e-mail prior to the
September Membership Drive will receive an entry into a drawing for a prize which will be
drawn and awarded at the next NALS of Phoenix membership meeting. The information
you provide will help NALS of Phoenix as we plan the upcoming year together. Don’t forget
to look for next month’s article on “Programs with a Punch” and another opportunity to
provide feedback to NALS of Phoenix.
G rowth
R ecognition
A chievement
Pa r t i c i p a t i o n
E njoyment
PLEASE COMPLETE THE SURVEY FORM ON THE FOLLOWING PAGE .AND RETURN IT
TO KERIE-SHEA TRINDLE BYRNE, PLS IN PERSON OR EMAIL IT TO THE ADDRESS LISTED BELOW.
E-mail to Kerie-Shea Trindle Byrne, PLS at ktrindlebyrne@cmpbglaw.com
August 2011
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S U R V E Y
QUESTION
What do you enjoy most about
being a member of NALS of
Phoenix?
What do you enjoy the least about
being a member of NALS of
Phoenix?
What NALS meeting, conference or
other event have you enjoyed
participating in the most?
Please describe why you enjoyed
this event the most.
What NALS meeting, conference or
other event have you enjoyed
participating in the least?
Please describe why you enjoyed
this event the least.
Other than NALS events, please list
some of your favorite leisure
activities.
What do you enjoy most about your
favorite leisure activities?
What do you consider one of your
greatest personal strengths?
What do you consider one of your
greatest professional strengths?
Name:
E-mail:
Phone:
RESPONSE
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July Membership Meeting Photos
President Ed Pavese, PLS
Welcomes Members and Guests
Guest Speaker Heidi Short
Fennemore Craig, PC
Director of Education
Kathryn Fitchett, ACP, PP, PLS
Members and Guests
Purchase 50/50 Tickets Before Dinner
August 2011
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Members and Guests Mix and Mingle
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July Membership Meeting Photos
Members and guests receive information on the
NALS of Phoenix Membership Report
Page 26
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MEMBERS
AND
GUESTS
INTRODUCTIONS
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Members and guests
enjoy responses to
ice breaker question
“What was the funniest
thing that ever happened
to you at work?”
August 2011
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One of the Hilton Suites of Phoenix
FINEST
MEMBERS AND GUESTS RESPOND TO ICE BREAKER QUESTION
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Interested in Advertising??
Contact Dawn Fountain, LDP, PLS
E-mail :
info@classiclegalhelp.com
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NALS Mission
NALS is dedicated to enhancing the competencies and contributions of members in the legal services
profession. NALS Accomplishes its mission and supports the public interest through:
 Continuing legal education and resource materials
 Networking opportunities at the local, state, regional and national levels
 Commitment to a Code of Ethics and professional standards
 Professional certification programs and designations
NALS Code of Ethics & Professional Responsibility
Members of NALS are bound by the objectives of this association and the standards of conduct
required of the legal profession.
Every member shall:
 Encourage respect for the law and administration of justice
 Observe rules governing privileged communications and confidential information
 Promote and exemplify high standards of loyalty, cooperation, and courtesy
 Perform all duties of the profession with integrity and competence
 Pursue a high order of professional attainment
Integrity and high standards of conduct are fundamental to the success of our professional association.
This Code is promulgated by NALS and accepted by its members to accomplish these ends.
Canon 1. Members of this association shall
maintain a high degree of competency and
integrity through continuing education to better
assist the legal profession in fulfilling its duty to
provide quality legal services to the public.
Canon 2. Members of this association shall
maintain a high standard of ethical conduct and
shall contribute to the integrity of the association
and the legal profession.
Canon 3. Members of this association shall avoid a
conflict of interest pertaining to a client matter.
Canon 4. Members of this association shall
preserve and protect the confidences and
privileged communications of a client.
Canon 5. Members of this association shall
exercise care in using independent professional
judgment and in determining the extent to which a
client may be assisted without the presence of a
lawyer and shall not act in matters involving
professional legal judgment.
Canon 6. Members of this association shall not solicit
legal business on behalf of a lawyer.
Canon 7. Members of this association, unless
permitted by law, shall not perform paralegal
functions except under the direct supervision of a
lawyer and shall not advertise or contract with
members of the general public for the performance of
paralegal functions.
Canon 8. Members of this association, unless
permitted by law, shall not perform any of the duties
restricted to lawyers or do things which lawyers
themselves may not do and shall assist in preventing
the unauthorized practice of law.
Canon 9. Members of this association not licensed to
practice law shall not engage in the practice of law as
defined by statutes or court decisions.
Canon 10. Members of this association shall do all
other things incidental, necessary or expedient to
enhance professional responsibility and participation
in the administration of justice and public service in
cooperation with the legal profession.
August 2011
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For additional information
on how to obtain a copy of the
Handbook for the Civil Litigation Secretary (An Arizona Practice)
contact Linda Polcha, Certified PLS
www.ldppublications.com
lpolcha@q.com
(623) 582-9663
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2011 OFFICERS
NALS of Phoenix Newsletter submissions may
be sent to:
Vernelle Collins, PP, PLS
vcollins@fclaw.com
or
Dawn E. Fountain, Cert LDP, PLS
info@classiclegalhelp.com
Classic Legal Help
2942 N 24th Street, Ste 109
Phoenix, AZ 85016
(602) 761-5002
Newsletter submissions
for the September publication
is September 19, 2011.
President – Ed Pavese, PLS
epavese@ssd.com
President Elect - Kerie-Shea Trindle Byrne, PLS
ktrindlebyrne@cmpbglaw.com
Secretary -Donna Vangury, LDP
donna@dovanassociates.com
Treasurer – Barbara Kuhns,
ALS barbara@gaonalaw.com
Past President – Tanya James, PLS
tjames@rcdmlaw.com
Parliamentarian – Tara Hughes, PP, CP
thughes@cmpbglaw.com
Director of Certification – Terry Houston, PP Emeritus
houstonj@aol.com
Director of Education – Kathryn Fitchett, ACP, PP, PLS
kathyrn.fitchett@kutakrock.com
Director of Membership – Whitney Birk, CP
wbirk@fclaw.com
Director of Marketing – Amy L Nash, PLS
anash@cavanaghlaw.com
Bar Liaison – Barbara Marinoff, PLS
bmarinof@fclaw.com
Employment – Linda Acevedo, PLS
lacevedo@ssd.com
Finding of Facts Editor/Advertising
Dawn Fountain, LDP, PLS
info@classiclegalhelp.com
Historian – Barbara Leach, PLS
PLS bleach@fclaw.com
Hotel Liaison – Berlinda Corpora
BCorpora@MackAzLaw.com
Finding of Facts Co-Editor
Scholarship-Vernelle Collins, PP, PLS
vcollins@fclaw.com
Web Site Chair – Tanya James, PLS
tjames@rcdmlaw.com
Findings of Fact copied courtesy of Pitney Bowes