November 2010 - ALA Capital Chapter
Transcription
November 2010 - ALA Capital Chapter
NOVEMBER 2010 Capital Connection Capital Chapter Association of Legal Administrators® Capital Chapter www.alacapchap.org Brought to you by growth President’s All depends Message upon activity. There is no development physically Stephen G. Dempsey, CLM or intellectuSidley Austin, LLP ally without 202-736-8866 effort, and sdempsey@sidley.com effort means work. —Calvin Coolidge (1872 - 1933) A Extending an Olive “Branch” With Videoconferenced Programs By Ross Guberman President Legal Writing Pro I Training & Development in Branch Offices a trainer who has conducted hundreds of such programs in all sizes and shapes, I’ve seen what works and what doesn’t, so let me offer a few practical tips: 1.Tell the IT department that the program starts 30 minutes before it really does. In half the programs I do, the beleaguered IT folks show up exactly two minutes before the program is set to begin. When the attorneys enter the room, the mood is panicky, setting exactly the wrong tone. To top things off, the program starts late. s n a world filled with kids chatting on IPhones and adults buying tickets to Mars, videoconferenced training programs can seem like a throwback to the Dark Ages. You’ve no doubt winced at scenes like this yourself: the branch office attorneys are squinting at screens they can’t see while mouthing “We can’t hear you” to a speaker who can’t read lips. Meanwhile, back at the ranch, the “live” attorneys are tapping their feet, irritated that what was touted as a firm-wide training program has descended into an obstacle course for the IT department. We can and must do better. From my perch as Training is important for us as administrators as well as for our staff. We need to make sure that we keep our skills up to date and ready to take on new challenges as they arise. Once we are equipped, we can begin to train our staffs. But we need to seek out the training, look for opportunities to strengthen our skills and challenge ourselves. The ALA offers many chances for training. One example is the Region 2 Conference in Miami last month. The conference is always an excellent educational event and a great opportunity to network with administrators from all over the region. We have reports in this newsletter from some of the Chapter members who attended s s I get ready to write this column each month I figure out what the topic will be and then search for an appropriate quote. This month is a little quote heavy. I have a lot to cover and found great quotes for all three topics. Humor me. All training involves effort –either physical or mental. I have spent the past five months training for the Marine Corp Marathon, which took place on October 31st. It was my 8th time running the marathon, but I realize that each time requires the same effort and training. One can never rest on ones laurels. As I was running I was passed by many runners, passed a few myself, but admired everyone out there who had put in the effort to train and were reaping the rewards. To be thrown upon one’s own resources, is to be cast into the very lap of fortune; for our faculties then undergo a development and display an energy of which they were previously unsusceptible. —Benjamin Franklin (1706 - 1790) Contents Special Section: Training & Development in Branch Offices Extending an Olive Branch . With Videoconferenced Programs..................... 1 Making The Most of Your Resources........... 5 Bracewell & Giuliani University.................. 11 Partner Spotlight Next Day Toner........... 4 Go Green:— Renew Online.............. 6 Partner Spotlight Peris Construction...... 7 Annual Golf Outing........ 8 Community Connection................ 12 2011 Sponsor Program Kick-Off...................... 13 Thanks to the 2010 Business Partners & Associates.................. 14 Educational Section Event.......................... 15 Coaches Connection.... 16 Slate of Officers............ 19 Quarterly Network Lunch......................... 21 Steve Dempsey Honored.................... 22 Partner Spotlight Washington Express 23 Regional Conference.... 24 VIP Program................. 25 DC Bar Joint Event....... 26 Partner Spotlight USI Affinity................ 27 Calendar........................ 28 Job & Résumé Bank...... 29 Salary & Benefits Survey . Order Form............... 30 Committee & Section Updates..................... 31 LT Listing....................... 34 s Capital Connection Capital Chapter Association of Legal Administrators® Editor-in-Chief Mary McEwan Associate Editor Tara Givens Contributing Editors LaVerne Anenia Marilyn Mickelson, CLM Cindy Conover Mary Sackleh, CLM Editorial Policy ALA Mission Statement The Association of Legal Administrators’ mission is to improve the quality of management in legal services organizations; promote and enhance the competence and professionalism of legal administrators and all members of the management team; and represent professional legal management and managers to the legal community and to the community at large. Copyright ©2010 Association of Legal Administrators Capital Chapter 2 ALA Capital Chapter Capital Connection Just a reminder to everyone about the amazing job that the Chapter does, via all our member firms, in adopting “Angels” from the Salvation Army. For many years running the ALA has been the largest adopter of “Angels” and we retain that title again this year. Look for detailed results in Decembers newsletter. As if that were not enough, the Chapter is also organizing a drive for N Street Village’s Holiday program providing toys for the children of women in recovery. The Chapter members are the living definition of generosity and I applaud and thank you for your support of these charities. 2.In introducing the program or speaker, don’t apologize for “making” people attend by video, and avoid wellintentioned comments like “I know it’s going to be really hard to stare at a screen for four hours.” People already know that videoconferencing is tough, and reminding them only saps their energy. It’s best to avoid stating the obvious and strike a happy, upbeat tone instead. s Capital Connection is published monthly for members of the Capital Chapter of the Association of Legal Administrators to provide information for the education and benefit of legal administrators, law office managers, managing partners of law firms, and other law related associations. Capital Connection is not engaged in rendering legal, financial, or tax counseling or advice through this publication. The contents of all articles, letters, and advertisements published in Capital Connection should not be considered endorsements by the Capital Chapter of ALA nor the opinion expressed therein of any product(s) advertised. Contributing authors are requested and expected to disclose financial and/or professional interests and affiliations that may influence their writing position. Articles and materials accepted for publication are subject to editing by the editorial team and become property of the Capital Chapter of the Association of Legal Administrators. Letters to the Editor and member survey responses are accepted for publication but are subject to condensation due to space limitations. Address all correspondence to Editor-in-Chief, Capital Connection, ALA Capital Chapter, 1250 Connecticut Avenue, NW, Suite 700, Washington, DC 20036. Digital advertisements are to be submitted to Kate Hoesch (khoesch@alacapchap. org) at Chapter headquarters by the deadline provided. All advertising space is sold on an annual basis as a part of the Capital Chapter’s Partner Program. All articles, advertisements, and other materials published in Capital Connection may not be reprinted without the express written permission of the Editor-inChief of Capital Connection. the conference describing what they learned. Another example of training took place at the Fall Forum, where trust as a key element to creating an effective workplace was discussed. And here it is, the 3rd quote. Generosity is giving more than you can, and pride is taking less than you need. Kahlil Gibran (1883 - 1931) 3. If you provide food or snacks for the attorneys in the live office, do the same in the branch office, even if that office has just one or two attendees. This small gesture will go a long way. 4. Share the presenter’s e-mail address and contact information with the branchoffice attendees before the program. Even if the attendees are reluctant to speak up during the course, they can often relay their questions or concerns that way. 5. Discourage or ban the use of PDAs, which make focusing even harder than it would otherwise be. If you need a cover story, mention that such PDAs hinder the firm’s technology and create interference noise—both of which happen to be true. 6. Keep introductions as short as possible and avoid reading anything word November 2010 for word. The only logistical item worth mentioning is that as much as everyone loves to hear firm gossip and personal revelations, the attorneys in the branch offices should always mute themselves. 7. If the number of attendees in a branch office is close to the number expected in the “main” office, consider hosting the program in the branch office. This switch-a-roo is great for branchoffice morale; the home-base attorneys, for their part, should get a chance to see what it’s like to watch presentations by video. 8. Think of ways for the videoconferenced attorneys to ask questions and contribute. Online chat functions help, as does having a “spokesperson” in each branch office collect and relay colleagues’ questions. 9. At the same time, don’t go overboard in expecting or demanding interaction with branch offices. It’s awkward, if not downright ridiculous, to be forced as a trainer to say things like “So Chicago, what’s your position on this comma?” “And Denver, do you agree?” “Now maybe we should check in with the New York office as well: comma or no?” 10. Set the camera so the speaker’s head fills up most of the branch-office attendees’ screen. They don’t need or want to see the walls—or, for that matter, the speaker’s torso. 11. And here’s one I’ve had to learn myself: when the inevitable technical glitches arise, call a break in the program. With these eleven tips, the videoconferenced program may still not win an Oscar, but at least you’ll see more smiles on your screens. Ross Guberman, the President of Legal Writing Pro, has conducted more than 1,000 training programs for major law firms, agencies, and bar associations. He can be reached at ross@legalwritingpro.com. ALA Capital Chapter Platinum Partner Next Day Toner N Our Shiny New Website This month, Next Day Toner is excited to introduce our brand new website at nextdaytoner.com. This website boasts cutting edge technology and many new enhancements designed specifically with the user in mind. Ordering what you need can literally be done in a matter of moments. Take a look at some of the highlights of the new site: • Specific Security Restrictions per User • Custom Order Forms per Location • Recurring Ordering and Delivering Capabilities • Fast Checkout Process • Full Account History • Order Approval System • Detailed Descriptions • Larger Item Database • Service Call Placement NDT Gets Personal No, we aren’t interested in your shoe size or where you grocery shop. However, we do want every last detail of your toner needs and printing challenges! Why? Because we know that your day does not revolve around toner issues... but ours does! Personalized service is of paramount importance to us and it shows in everything we do. When you call Next Day Toner, you will never enter the “automated answering abyss” as is the norm with some big box stores. We answer our phones every time to give you results to your printing challenges. Our experience tells us that the person who orders toner often has a thankless job... you only hear about it when the supply closet shelf is empty or when there’s a problem. Our integrity rests in the success of the customers we serve. That DNA that we mentioned earlier tells us to anticipate the needs of our customers and help eliminate downtime for them. We love to hear our customers receive accolades and hearty pats on the back from the boss for partnering with a vendor that saves the day. Next Day Toner takes pride in the reputation we’ve built within the law community and, especially, the ALA. ALA Capital Chapter Capital Connection November 2010 Our website, and our company for that matter, is built to meet the needs of all firms whether big or small. The office manager who has to wear all the hats, like HR, IT, purchasing, payables and everything in between, will love the ease of one-click ordering and service placement. Larger firms, like those with several locations, will appreciate the levels of controlled access with security restrictions and the ability to single out users. For example, a user needs access for service call placement but not product purchasing. The options are virtually limitless. You can even set up dollar limits that require higher level approval via email notification. It’s truly your website and we want you to personalize it the way that serves you best. (continued on page 6) s ext Day Toner is pleased to be an ALACC Platinum Partner for 2010. We have had a great year getting to know the members and build relationships. Here at Next Day Toner (or NDT), we talk a lot about the “DNA” of a company or firm. This “DNA” is what drives a company, causing it to be a force or leader in its industry. In short, our DNA is to deliver high quality toner products and printer service with efficiency, exceptional personal service and without error. We have watched as the law community here in DC has embraced our DNA. There really wasn’t a question of why we worked so well together... we know what you value and we value the same. NDT now works with over 95 ALA firms! If you don’t believe it, contact us for a reference list and see for yourself. 4 s Partner Spotlight Making The Most of Your Available Resources By Jernee Bramble Willkie Farr & Gallagher LLP L 5 ALA Capital Chapter Capital Connection cally through the main office. Here are a few tips that can make working in a branch office a little easier: (1) Take advantage of the resources your main office has to offer. Before you consider bringing in an outside presenter to your office, possibly due to the smaller number of attorneys in your branch office or for budget reasons, offering a single presentation firm wide often provides the greatest benefit. See if your main office is offering, or willing to offer, the same program and participate via video conference. You may not be able to offer all training through this format, but when you can, take the opportunity to take the lead or jump on board. (2) Use the main office as a guide for your programming. It is likely that your main office has a great schedule of an- November 2010 (3) Work with the main office to do joint programming. Consider crossoffice programming, which highlights the talent of attorneys in both offices and shows that the offices can, and do, work together. Highlight the specialties of attorneys in the branch office, which may be unknown outside of their office, by encouraging participation in panel presentations. (4) Make sure your Professional Development Committees are on the same page. Whatever you may call the committee that oversees the training and development of your attorneys, try to make sure that the main and branch offices are “on the same page.” Considering having s ong gone are the days when attorneys were expected to join a firm and chart their own career path without any guidance. Now, firms have entire departments devoted to just that - ensuring that attorneys are successfully trained and guided the moment they enter the firm’s doors. For those responsible for the training and development of attorneys, we know that this is one of the most, if not THE most, important area of their career advancement and development. However, we also know that even when such an investment of resources has been made by the firm to ensure their attorneys are getting the best training, there are still challenges to overcome if you are in a branch office. For example, branch offices often have fewer resources or top level guidance, and generating appropriate participation can be one of the biggest hurdles. But one shouldn’t look at being in the branch office as a sign that they’re “all alone.” Instead, make the most of what’s available to you, specifi- Training & Development in Branch Offices nual programming. Again, since video conferencing may not be the best solution for every program that you have, see what programs you can offer in your office with the talent that you have - seek partners or senior attorneys in your office who are willing to lead the same, or a similar, program. Your branch office associates will appreciate the opportunity to learn from their “own,” more familiar, colleagues. programming as the main office, you can definitely find ways to make sure your attorneys get the most out of the resources that are available to you. Jernee Bramble is the Professional Development Coordinator at Willkie Farr & Gallagher LLP. She can be reached at jbramble@willkie.com. (5) Keep the lines of communication open. Build a good working relationship with your counterparts in the main office. Make sure you are in constant communication with your PD Director, who is more than likely located in your main office, to let him/her know what your attorneys need. Often, the main office is several times larger than a branch office and your Director may not be familiar with the needs of branch offices, in particular, if practices are specific to the branches. The main office Director can serve as your sounding board and/or champion where it relates to the needs of your office. Go Green— Renew Online 2011 online membership renewal will open in late November. Online renewal is an environmentally friendly renewal option and reduces the Chapter’s printing and postage expenses. Be sure to visit the member portal to update your profile. Call Katie Hoesch at 202-4191539 if you have questions. While the branch office may not always have, or be able to offer, the same s s someone from the branch office committee serve as a liaison to the main office committee - this person can address issues as they come up and ensure that training opportunities are offered at the same time, avoiding a lot of overlap, which can be costly and frustrating. Suggest joining each other’s meetings via teleconference or video. (continued from page 4) With a few months of purchase history, we can assist you in creating a “min/ max” strategy to keep your inventory levels from getting too high or too low and prevent unnecessary over-ordering and waste. We can even mirror your current ordering procedures or work with you to improve them. Our new e-commerce system also allows us to produce any report necessary to assist in the auditing of your toner purchases. Make sure you take a minute to test drive nextdaytoner.com and we are sure it will be love at first site! Check us out today and you will have exponentially improved your life when it comes to time required to maintain and care for your printer fleet. Call or email us today. 888-928-6637 or tkosloskus@ nextdaytoner.com. xperts in Project Management! Doc Review, Associate Overflow, Research & Writing and Much More! n n n n Contract Attorneys Temporary Paralegals Temporary Legal Support Staff Turnkey Project Space Available Call Us Today! www.legalestaffing.com 6 ALA Capital Chapter Capital Connection November 2010 202-319-1500 n Washington, D.C. 703-319-8887 n Northern VA Partner Spotlight ALA Capital Chapter Platinum Partner Peris Construction Holiday Discount For Construction Services Peris Continuing Care Group Steve Schlosser, Director Construction services What year end discounts are you offering? For work scheduled before the end of the year we are offering 15% off our labor rates for time and material proposals and 20% off our lump sum proposals. We will accommodate what ever method our clients are comfortable with. Year end projects to be completed? The year is coming to a fast conclusion with thoughts of holiday functions and year end sprucing up projects on many of your minds. Peris’ Continuing Care Group can be there to assist firms to get those lists completed. What services are provided for the holidays? Many firms have internal holiday decorations that need assistance installing and /or assembling. No project is too small; we have talented service carpenters available to assist with our client’s decorations. What other services are you providing? Year end office budgets and general office sprucing are on many of the office administrator lists. Peris Continuing Care Group services include office point up and painting, hanging pictures, hanging TV’s, hanging whiteboards, clean storage areas, and perform miscellaneous construction. Scheduling work? The Continuing Care Group will work after hours, weekends or any shift required accommodating our client needs. 7 ALA Capital Chapter Capital Connection November 2010 How can we contact you? My direct line is 703-533-4734 or e-mail at sschlosser@peris.com Happy Holidays! “FOUR” AND MORE I t was a dark and rainy night – oh wait, wrong story. It was a glorious sunny day, birds were chirping, the smell of fresh cut grass was in the air and the sounds of “four” could be heard all around. Yes, it was the annual ALA Golf Outing on Monday, October 18, 2010 at the Westwood Country Club in Vienna, Virginia. Over 125 players, both Business Partners and ALA Members, enjoyed a day of golf and fun. Laughter and smiles were everywhere except when a stray ball, or two, found targets other than the hole (thankfully Joy Newton-Grubb and Cindy Belcastro were not seriously hurt), and when the beverage cart had a blow out on the final hill to the clubhouse. We are Business Professionals and Administrators so how seriously can we take golf? Apparently very seriously by the looks we received at the putting tournament when I would yell out “oooh, a swing and a miss” (golf is not my sport) after a less than impressive putt. Of course, it didn’t help that President Steve Dempsey kept promising the winner a custom 1996 Honda Civic with pinstripes. Now that’s incentive! In all seriousness the event was a tremendous success thanks to the hard work of the planning committee (Jeanette Derby, Joy Newton-Grubb, Laura Rogers, Barbara Kernus, Steve Dempsey, Dot Mooney, Paula Serratore and Katie Hoesch) and host of volunteers who did everything from plan and shop to photograph the event. A big thanks to SAGE Solutions which sponsored the hole-in-one contest; Legal eStaffing sponsored a beverage cart and Iron Mountain sponsored golf balls and a beverage cart; Office Movers sponsored the photographs and Office Depot provided the photo frames; Spacesaver Infolinx also provided golf balls; Canon and William Lea provided tees…Royal Cup Coffee put snacks in the carts and rand* construction also had special items in the cart. After a day of golf, players enjoyed a cocktail hour and fabulous dinner followed by an award ceremony and raffle prizes. Thanks to the generosity of our Business Partners and guests we raised over $3,000 for the ALA Capital Chapter Foundation. Thank you to everyone who participated and made this event so successful. 8 ALA Capital Chapter Capital Connection Annual Golf Outing October 18 November 2010 The Putting Contest sponsored by SunTrust Bank Legal Specialty Group T he popular putting contest was held again this year and as the golfers came to the turn at 18 they each participated in a one stroke putting contest. We had two golfers come within a foot of the cup sending the contest into a “PUTT OFF” A new hole was set up and each golfer had two opportunities to hole their putt….no one did …. The two golfers were: Jim Durfee, Office Movers and George Nicholson, Sage Solutions Group. The golfer that came the closest was Jim Durfee with a putt only inches from the hole. Jim won a Sony Home Theater system with Blu-ray DVD sponsored by SunTrust Bank Legal Specialty Group Congratulations Jim! Winning teams and raffle winners Golf Volunteers Stephen Dempsey, CLM Ed Ross Dot Mooney Stacy Fischbach Sage Solutions Group Reid Palmieri Iron Mountain Joy Newton-Grubb Office Movers Thank you to everyone who contributed to the success of the Annual golf event… Through your generosity we raised $3,180 for the ALACC Foundation’s Tonie K Allen scholarship program… Well done!! 9 ALA Capital Chapter Capital Connection Monica Kenny Office Shredding November 2010 Women’s Longest Drive Longest Drive Prize is a $100 Gift Certificate to Golf Galaxy Sponsored by ADC/Hospitaliti Diane Prokop ALA Capital Chapter Annual Golf Outing Putting Contest Sony Home Theater System Sponsored by SunTrust Bank Legal Specialty Group Jim Durfee Hole-In-One Contest: No winners Hole #15—$25,000 Cash Sponsored by Sage Solutions Group Hole #17—Premium Golf Equipment Sponsored by Sage Solutions Group Hole #5—Premium Electronics Package Sponsored by Sage Solutions Group Hole #7—Choice of Airline Tickets or Cruise for Two Sponsored by Sage Solutions Group Team Prizes $600 First Prize—$150 Gift Certificate* Sponsored by Next Day Toner Todd Routzahn, Jason Valudes, Jeff Pacy, Brian Diemar $400 Second Prize—$100 Gift Certificate* Sponsored by Next Day Toner Allan Collick, Kevin Ward, Mark Pirone, Matt Galvin $200 Third Prize—$50 Gift Certificate* Sponsored by Next Day Toner Ray Pascarella, Rick Jones, Dan Lindner, Jeff Cole $100 Booby Prize—$25 Gift Certificate to Top Golf* Sponsored by ALA Capital Chapter Lisa Dady, Katherine Harris, Renea Miller, David Zimbrick *Gift Certificates are for Westwood Country Club Pro Shop Men’s Closest to the Pin Men’s Closest to the Pin Prize is a $100 Gift Certificate to Golf Galaxy Sponsored by ADC/Hospitaliti Ron Allen Men’s Straightest Drive Men’s Straightest Drive Prize is a $100 Gift Certificate to Golf Galaxy Sponsored by Miller’s Office Products Rick Jones Women’s Straightest Drive Women’s Straightest Drive Prize is a $100 Gift Certificate to Golf Galaxy Sponsored by Miller’s Office Products Katherine Harris Men’s Longest Putt Men’s Longest Putt Prize is a $100 Gift Certificate to Golf Galaxy Sponsored by United Business Technologies Jeff Haas Women’s Longest Putt Women’s Longest Putt Prize is a $100 Gift Certificate to Golf Galaxy Sponsored by United Business Technologies Katherine Harris Men’s Longest Drive Longest Drive Prize is a $100 Gift Certificate to Golf Galaxy Sponsored by ADC/Hospitaliti Jim Nirich More happy raffle winners 10 ALA Capital Chapter Capital Connection November 2010 Bracewell & Giuliani University Constance Burke Administrator Bracewell & Giuliani LLP W on the initial week of training, each assistant and paralegal is given a Learning Plan. During a calendar year, assistants and paralegals are expected to earn 12 new credits to complete their Learning Plan for that year. The instructor-lead courses are conducted in our training room and last between 1.5 and 2 hours and are worth a corresponding number of credits. Each month, 12 classes are offered and the trainer also holds “open labs” for those who feel they can test out of a class. eLearning modules are available for self learning, to assist with “brush ups” and for quick reference. Most are five minutes long and are completed independently. While there is no credit value given to these modules, the staff enjoy taking them in preparation for the tests and for a quick refresher. Bracewell Giuliani University or BGU was instituted as a way to develop and (continued on page 20) inspire advise build sustain partners with law firms and their administrators for over twenty years. construction corporation 11 ALA Capital Chapter Capital Connection November 2010 s hen an assistant or a paralegal is hired to work at Bracewell & Giuliani LLP, they go through one week of computer-based technology training before ever getting to their desk/ office. During this week they learn the “Bracewell Way” of creating a document in Word with all of the formatting and styles, storing and retrieving documents in our document management system, all of the different functions of Outlook and how to integrate those functions with our document management system. In addition, they learn how to navigate the internal Bracewell Portal, including numerous administrative programs such as our web-based overtime management system, paid time off (PTO) system, meeting room manager, self-evaluation program, just to name a few. The legal assistants also learn our accounting procedures including our time entry program, proforma generation, new matter generation and clearing conflicts. But the training doesn’t stop there. Based Training & Development in Branch Offices track all of these courses and modules. We have developed 85 instructor–lead and 347 eLearning modules on a variety of topics primarily related to technology although there are administrative and soft skills courses and modules as well. Initially we used generic training materials prepared by Traveling Coaches and our in-house trainers modified them for use by Bracewell. As our training program has grown additional courses were developed internally. University Site, a web-based learning management system, hosts all of the Firm’s training activities and manages all aspects of training events, calendaring, registration, attendance and tracking. For learners, BGU provides an easy way to register for training, wish list courses, cancel registration, track attendance and meet the requirements of their Learning Plan. For managers, BGU provides a quick way to assess an individual staff member’s progress, ascertain the training needs of the entire staff and provide the staff with stimulating opportunities for personal and professional growth. Most successful law firms operate under a recurring cycle of continuous performance improvement, frequently Community Connection The 2010 N Street Village Gifts for Moms Program has begun! If you or your firm are interested in participating this year, please advise Helen Woideck, hwoideck@whitecase.com CLICK HERE to view the 2010 Wish List NO GIFTS WILL BE ACCEPTED AT THE ALA ANNUAL MEETING/HOLIDAY LUNCHEON! ALL GIFTS must be delivered by Wednesday, December 8 to N Street Village, 1399 N Street, NW M any Thanks to Greg Tomasso and Brian Connolly from Akridge for donating their Suite at the Verizon Center to Mentoring Today. The Eighteen mentors and mentees enjoyed the first home game A bird’s eye view of the game... of the season… unfortunately the Wizards lost to Cleveland. Call ahead to arrange delivery time— call Anne at 202-939-2075 Please do not wrap any gifts The food was good too! Specialized Wealth Management for Law Firms and Attorneys Law firms are built on the ability to think one step ahead. At SunTrust, we can help you stay on point with financial services that manage everything from cash flow to fraud protection. To schedule a conversation, contact Michael Phung, CFP®, Vice President, Legal Specialty Group, SunTrust Investment Services, Inc. at 202.879.6239 or michael.phung@suntrust.com. Treasury and Payment Solutions Lending Investments Financial Planning Deposit products and services are offered through SunTrust Bank, Member FDIC. Securities and Insurance Products and Services: Are not FDIC or any other Government Agency Insured ∙ Are not Bank Guaranteed ∙ May Lose Value SunTrust Private Wealth Management Legal Specialty Group is a marketing name used by SunTrust Banks, Inc., and the following affiliates: Banking and trust products and services are provided by SunTrust Bank. Securities, insurance (including annuities and certain life insurance products) and other investment products and services are offered by SunTrust Investment Services, Inc., an SEC-registered investment adviser and broker/dealer and a member of FINRA and SIPC. Other insurance products and services are offered by SunTrust Insurance Services, Inc., a licensed insurance agency. SunTrust Bank and its affiliates and the directors, officers, employees, and agents of SunTrust Bank and its affiliates (collectively, “SunTrust”) are not permitted to give legal or tax advice. Clients of SunTrust should consult with their legal and tax advisors prior to entering into any financial transaction. ©2010 SunTrust Banks, Inc. SunTrust and Live Solid. Bank Solid. are federally registered service marks of SunTrust Banks, Inc. 12 ALA Capital Chapter Capital Connection November 2010 2011 Sponsor Program Kick-Off Breakfast Partnering for the Future and Beyond Dot Mooney Vice President Partner Advisory T he 2011 Capital Chapter Sponsorship Program kicked off at a breakfast meeting at Sidley Austin LLP on November 3, 2010. Over 30 partners were in attendance and eager to discuss new and exciting changes to the program. The 2011 Program continues to leverage a true partnering of Chapter Members and Business Partners. More than ever before, our Members turn to Partners for industry knowledge and expertise, and they have provided that through Lunch and Learns, educational forums, networking events and community service. As Legal Administrators we face new challenges and constantly changing environments, and we rely on a number of resources when we need to quickly gather information and seek guidance. ALA continues to provide those resources, and the Business Partner Sponsorship Program is yet another valuable tool to which you have access as a Member. Thank you to all of our 2010 Sponsors and we look forward to a Prosperous 2011. Dot Mooney, VP, Partner Advisory Our business partners review the 2011 Sponsorship Program ABOUT OUR BUSINESS PARTNERS WHO WHY Additional Information Capital Chapter sponsors are vendors who offer products and services to the legal community and have committed to support the Chapter’s mission. Our Business Partners provide a significant amount of funding to support both the Chapter’s educational and networking events. Capital Chapter sponsors are sophisticated business professionals who understand the importance of building long-term relationships and understand the industry that they serve. In addition to offering products and services, business partners are an excellent resource for learning more about legal trends, best practices and general information. If your firm does business with vendors who do not participate in the Chapter sponsorship program, encourage them to look at sponsorship opportunities and refer them to the Chapter’s Headquarters. WHAT Capital Chapter sponsors do not expect anyone to do business with them simply because they support the Chapter, but they do expect to have an opportunity to fairly compete for your Firm’s business. 13 ALA Capital Chapter Capital Connection For further information, please contact Dot Mooney, VP, Partner Advisory 202-342-0800 dot.mooney@bbrslaw.com Capital Chapter November 2010 ALA Capital Chapter Thanks the 2010 Business Partners & Associates Diamond HITT Contracting, Inc. Platinum Iron Mountain Legal eStaffing, Inc. Next Day Toner Supplies, Inc. Peris Construction rand* construction corporation SunTrust Bank Legal Specialty Group Gold Document Technologies, Inc. MOI, Inc. Office Depot Robert Half Legal Royal Cup Coffee SAGE Solutions Group, Inc. Washington Express, LLC West, a Thomson Reuters Business Silver American Detail Cleaning/Hospitaliti Baker Tilly CBIZ Insurance Services, Inc. Legal Placements, Inc. Merrill Corporation Miller’s Office Products mindShift Technologies, Inc. Océ Business Services Inc. Office Movers, Inc. Spacesaver Infolinx Total Document Solutions, Inc. USI Affinity 14 ALA Capital Chapter Capital Connection November 2010 Bronze ALL-STATE LEGAL Ames & Gough Buch Construction, Inc. Canon Business Solutions, Inc. Cash Management Solutions CB Richard Ellis FOX Architects, LLC Herbert L. Jamison & Co. LLC IKON Impact Office Products LAN Associates National Office Systems Palmer Legal Staffing Pitney Bowes Legal Solutions RENTACRATE, LLC Retrievex Swiss Post Solutions United Business Technologies Vendor Direct Solutions, LLC Williams Lea, Inc. Associates Adaptive Solutions CliCKS Document Management Davis, Carter, Scott Ltd Dembo, Jones, Healy, Pennington & Marshall, P.C. Fahrenheit LLC The Ford Agency, Inc. GLC Business Services Glenn Rieder Harper Engraving MilliCare by EBC Carpet Services Quintessential Hospitality Services Seamless Web TABS Business Products TRAK Legal Services Educational Section Event Looks like members and sponsors alike enjoyed Happy Hour at Panache Restaurant on October 27 The appetizers were a big hit! 15 ALA Capital Chapter Capital Connection November 2010 Coaches Connection Is Branch Office Training Getting “Lost in Translation”? Vanessa Andris, MSOD I END END to deliver it in China - in Chinese. Messages get lost in translation. They don’t resonate, and worse, they are counter-productive because they alienate branch office staff. Extreme as the China example might sound, not reaching your audience effectively is not reaching your audience effectively. The Washington mind-set is different from the Los Angeles (oops, they call that L.A. don’t they. See how quickly we sound like clueless foreigners?) mind-set. What trainers often fail to take into account is that the culture of a branch office is never exactly the same as the culture of headquarters - or any other branch office. While branch offices may be facing similar issues as a headquarters office, or need similar skills and knowledge, the context is different. Here are five tips for ensuring that your training in branch offices yields a favorable ROI. Identify the Local Business Case: A sure-fire way to build resistance is to start off by telling branch office staff why headquarters thinks they need this training. The reflex response to this approach will be defensiveness; i.e. a brick or bamboo wall going up that is one more obstacle that a trainer will have to dismantle. Take time to find out what local problem or opportunity this training should help the branch office to address. When you can talk to branch staff in terms of a problem that is real to them, you are “speaking their language.” This is the first and most critical step in getting buy-in and designing a training s t’s often said that “The road to that bad place is paved with good intentions.” Many of us who have tried to design training and development for branch offices while sitting in the headquarters office know how true this is. We mean well, we have a very good idea of what is needed, and yet, upon delivery, the branch training ends up falling flat. Results? A lot of frustration, embarrassment, and talk about wasted resources all around. On the day after a dismal training session, many training designers and facilitators spend a lot of time feeling badly, wondering what they did wrong and how to avoid failure in the future. In debriefing them, a frequently heard refrain goes something like this - “I really don’t know where we went wrong. It’s like everything got.... lost in translation.” Lost in translation. At some level, these trainers do understand where they went wrong. When we design training from headquarters and deliver it ourselves in branch offices or export it to be delivered by someone else, we run the same risk as we would if we designed a program in English and then tried + www.moii.com TO GOLD PARTNER 2010 facilities management solutions Discover why DTI is one of the most respected FM services providers in the country, with the industry’s best client references and testimonials. Document technologies, inc. www.dtiglobal.com THE #1 DEALER IN WASHINGTON, DC JON R. MORRIS Regional Director of FM Services Phone: 703.967.9411 E-Mail: jmorris@dtiglobal.com 16 ALA Capital Chapter Capital Connection November 2010 Washington Business Journal’s 2010 Book of Lists Knoll’s #1Dealership Globally s Partner with a Cultural Guide and Local Champion: s Just as any seasoned professional would not go to a different country assuming that they can quickly figure out how to be effective and establish hi-trust relationships overnight, no trainer should attempt to design or deliver training without a partner from the local branch. The cultural differences that are most apparent, like different work hours and different clients, are not the ones that are most critical when designing training. It’s what you can’t see about the culture, the hidden nuances beneath the surface that you really need to understand. A partner from the local staff SMART SOLUTIONS TO HELP YOU TAKE CARE OF BUSINESS Office Depot understands the unique demands of the legal industry. Count on us for a broad range of smart, professional solutions that help you manage your office and deliver results. Sign-up Today! Contact Sandra Julian @ 410.381.1493 ext. 3076 Proud Gold Level Sponsor of the ALA Capital Chapter CliCk: business.officedepot.com CAll: 888.2.OFFICE OnSight will reduce downtime and improve IT performance and reliability, plus the pesonal service that makes attorneys happy and made SAGE the most respected name in legal IT in Washington DC. To discuss how OnSight can benefit your firm, please contact us at 202-478-7618 or e-mail sfischbach@sagesol.com Turbocharge Your IT Budget SAGE www.sagesol.com/alacap/ 17 ALA Capital Chapter Capital Connection November 2010 C4.233.0110 program that will really make a positive difference in the performance of the branch office. Create Urgency: Once you have established a relevant business reason for doing this training, the “why,” you need to answer the “why now?” question. Training is always an investment of resources — time and money. And in many organizations it inherently creates stress simply because while people are in training, emails go unanswered, client calls are postponed…and deadlines don’t change. So unless the organization is enlightened enough to make training part of a work program instead of an add-on, most people in training programs are actually doing double duty. They take the training by day, and do their regular job far into the night. Be prepared to give people a good reason to stress themselves in this way — now. That can be a pressing problem they can get rid of soon or an opportunity they will be able to leverage as a result of the training. But it needs to be something that really appeals to them and will result in a positive change quickly. s is priceless in helping you understand these cultural underpinnings. If this is also a person that the local staff trust, your credibility will be significantly enhanced. And your capacity to build trust, the essential in your ability to facilitate the next step in delivering training effectively, will also increase exponentially. Map the Local Comfort, Learning and Panic Zones Accurately: Whenever we initiate a learning event, we are asking people to move beyond their comfort zone and into the learning zone. The learning zone is risky territory. To cross into it requires that we admit that we don’t know everything. This is something that doesn’t come readily to most professionals. It’s difficult in certain cultures, and in multi-cultural environments, especially when we ask people to do it in front of each other. The learning zone is a place where we try to master new things, which means going out on a limb, trying new skills and behaviors, and risking failure. No one will take these risks unless the trainer has somehow won their trust and knows how to maintain it. If we push people too hard, too fast in the learning zone, they become overwhelmed and panic. Once they are in the panic zone, learning is impossible and a lot of energy gets wasted in trying to get people to relax again. Understanding the zones concept is one thing. Knowing where the boundaries are in a given culture, in a branch office versus headquarters, or in one branch office versus another, requires doing some research. Here again your local partner can be invaluable in helping you to ascertain how much people already know about a given topic, what creates a comfortable L-356354E.qxp 1/13/10 4:50 PM Page 1 KEEPS YOU FROM LOSING VALUABLE LEGAL RESEARCH. NOT TO MENTION SLEEP. Introducing a new Westlaw.® Legal research goes human. The only thing harder than finding the right legal document is losing it and trying to quickly find it again. With WestlawNext™, the information you find remains found — and organized. Effortlessly drag and drop key cases and documents into desktop folders. Easily highlight and annotate articles to capture essential ideas while adding your own. Your research. Where you want it. When you need it. Rest. Assured. That’s knowledge to act. Discover more at WestlawNext.com © 2010 Thomson Reuters L-356354/2-10 Thomson Reuters and the Kinesis logo are trademarks of Thomson Reuters. 18 ALA Capital Chapter Capital Connection November 2010 learning environment in which they will be willing to take risks, what approaches work and which may backfire. Keep an Open Mind and Adapt as Needed: When the day for delivering training finally arrives, nothing is more important than the trainer approaching the day with an open mind and ready to make changes in the moment if needed. Preparation is critical, and rigidity is usually fatal. Have a well-developed plan that is tailored to the specific needs and preferences of the office. Turn your radar on high and be aware of signs that you may be losing or out of step with the participants. Check-in with them frequently throughout the day, asking them how it’s going, and make it safe for them to explain things that you may not understand. While your first reaction to challenges may be feeling like you are losing control, the truth is that the more the participants own the training, the more they will get out of it, and more effective they will see the training and you as the trainer. Vanessa Andris, MSOD, is about Talent, Teams, and Transitions. As a seasoned consultant for communications and leadership training, design and facilitation of meetings, and change management, she works with individuals, teams, local and global organizations to help them improve effectiveness and increase employee engagement. Her clients include the Legal and Human Resources departments of the World Bank Group. You can reach her at VanessaAndris@aol.com and 202-550-2668. The 2011–2012 Slate of ALACC Officers T he 2011-2012 Nominating Committee of the Capital Chapter of the Association of Legal Administrators has met and is pleased to submit the following nominees for the 2011-2012 slate of officers: President-Elect: Paul Sicari Treasurer-Elect: Joseph Berger Secretary-Elect:Karen Blitz Vice President Partner Advi sory-Elect:Dorothy Mooney Vice President Community Services-Elect: Helen Woideck, CLM All nominees are eligible to hold office according to the Chapter Bylaws and have accepted their nominations. This concludes the business of the 2011-2012 Nominating Committee. Respectfully Submitted, The 2011-2012 Nominating Committee d f Register now Annual Meeting Holiday Luncheon Wednesday, December 8, 2010 St. Regis Washington Noon: Registration 12:45 Lunch e Click here to register 19 ALA Capital Chapter Capital Connection November 2010 port to Administration. In the years since, Paul has been an active member of the Capital Chapter including roles as Co-Chair and Chair of the former Vendor Relations Committee/Partner Advisory Committee, planning committee member for Capital Chapter educational forums, and conference speaker at the 2009 Annual Conference, the 2009 Capital Chapter Fall Forum and most recently, and the Fifth Annual Educational Symposium held by the New York City Chapter. Joe Berger entered the legal industry after completing a rewarding career in the Federal government, which included two tours at the Pentagon and two years at the White House. He was the Director of Administration at Norris, McLaughlin and Marcus, in New Jersey prior to re- turning to Washington DC to become the Business Manager at Holland and Knight LLP, where he currently works. Joe joined the Capital Chapter in 2002, and is an active member of the Branch Administrators section. Karen Blitz is Office Administrator for Polsinelli Shughart’s Washington, DC branch office. Karen has been a member of ALA and the Capital Chapter since 2005, and was Chair of the Branch Administrator’s Section for 2009-2010. Prior to its merger with Polsinelli Shughart, Karen was Director of Legislative Resources for Davidson & Company, which is now the law firm’s Public Policy Division. Karen develops and manages the DC office’s Human Resources, administrative and legislative operations. She also is s Elizabeth Germain, Committee Chair and 20102011 President-Elect Connie Burke, Kenia Garner, Elaine Gregg, John Quinn Paul Sicari has spent nearly his entire professional career at AmLaw 100 international law firms including Steptoe & Johnson, Latham & Watkins, and McDermott Will & Emery. In his current role as Office Administrator/Business Unit Director for McDermott, Paul splits his time between the operational needs of the Firm’s 220 attorney Washington Office and the strategic and business management of the Firm’s Controversies business unit. In his career, Paul has led project teams tasked with coordinating merger activities between U.S. and EU law firms, opening new offices in U.S. cities, and both small and large scale office moves domestically and internationally. Paul joined the ALA in 2002 when he officially made the move from law firm IT sup- Dorothy “Dot” Mooney is the Firm Administrator at Brickfield, Burchette, Ritts & Stone, P.C. She has been in the legal industry for over twenty years and in legal administration for eight years. Dot has been an active member of the ALA Capital Chapter since 2002. Dot has served as the Chair/Co-Chair of the Small Firm Educational Committee for three years and as a member of the HelenWoideck has been in the legal field since graduating from college, first as a legal secretary, and secretarial coordinator for Sidley & Austin in Chicago and later as an administrator in Washington, D.C. She has been a legal administrator and a member of the Capital Chapter since 1981. Her first For over 30 years, you’ve known us as Beers + Cutler, one of the Washington region’s leading accounting and consulting firms. We have now joined forces with Baker Tilly. And while our name has changed, our level of commitment and dedication to our law firm clients remains the same. including technology-driven initiatives centered on improving client service, productivity, and developing new skills. Bracewell developed BGU to provide a platform for the administrative staff to implement the changes required for continued performance improvement. LET US Know Comments or corrections? Have you recently relocated? Were you named to receive a special honor or appointment? Send your information and press releases to Kate Hoesch at lhoesch@ alacapchap.org Legal Specialty Together with Baker Tilly, our strengthened industry expertise will provide you with greater resources and services to meet your tax, assurance and business advisory needs into the future. Accountants and Advisors Connect with us: bakertilly.com © 2010 Baker Tilly Virchow Krause, LLP Baker Tilly refers to Baker Tilly Virchow Krause, LLP, an independently owned and managed member of Baker Tilly International. 20 (continued from page 11) We’ve changed (sort of). Today is a great day. And tomorrow will be even better. ALA Capital Chapter Capital BT_BEERS_ALACC_bw .indd 1 Committee membership was with the predecessor of the MODS Committee. When the Community Services Committee was formed, they asked for a volunteer from each committee to be the liaison with Community Services. Helen became the MODS liaison and a member of the first Community Services Committee. She has chaired the Community Services Committee and been both a Chair and Co-Chair of the MODS Committee as well as a member of the HR Committee. In 2002/2003 she became secretary-elect of the Capital Chapter, becoming secretary in 2003/2004. Helen became a CLM in 2004 and is currently the Assistant Administrator - Benefits and Operations for White & Case LLP, an international law firm with offices in 25 countries and 36 cities around the world. She is the current Vice President Community Services. Connection November 2010 3/1/2010 3:27:58 PM Group © Copyright 2010. CBIZ, Inc. NYSE Listed: CBZ. All rights reserved. ! Capital Chapter Fall Forum Educational Planning Committee. Dot lives in Columbia, MD with her husband Mike, five children and two dogs. She is the Past President and currently the Vice President of Bodkin Yacht Club Auxiliary, is involved in Labrador Retriever Rescue and enjoys traveling and boating. She is the current Vice President Partner Advisory. s s responsible for managing the Polsinelli Shughart Political Action Committee.Karen holds a Bachelor’s degree in Journalism and Communication, with a minor in Political Science, from the University of Florida. Legal Malpractice Todd Routzahn 443.259.3215 troutzahn@cbiz.com Employee Benefits Brian Diemar 443.259.3249 bdiemar@cbiz.com Quarterly Network Lunch D espite the wind and rain, the quarterly networking lunch held on Thursday, November 5 at the W Hotel was well attended by both members and partners. Although no program was “officially” planned, as a surprise to our President, Steve Dempsey, the Chapter shared with the attendees the news of Steve’s recent induction as a Fellow into the College of Law Practice Management (CLPM). For those not familiar with CLPM, their purpose “shall be to recognize, inspire, and promote excellence in law practice management by identifying and honoring extraordinary achievement, supporting activities that enhance the development of knowledge, facilitating information exchange among the Fellows, and acting as a catalyst for positive change within the legal profession.” Steve has been involved in legal administration for more than 15 years. He has demonstrated his commitment to the legal industry and profession through the relationships he has cultivated, his involvement in the community, and his continued dedicated engagement in ALA. The CLPM could not have chosen a more well deserving individual! Steve joins the ranks of law professors, administrators, lawyers, judges, consultants and others. Congratulations, Steve! Everyone enjoyed a Harvest themed buffet along with a pineapple specialty drink. Hope to see you in 2011. ( “Love the format of these luncheons” “It was great to see everyone again. I reconnected with members/vendors I have not seen in years.” 21 ALA Capital Chapter Capital Connection November 2010 Steve Dempsey Recognized by the College of Law Practice Management S teve Dempsey was inducted as a Fellow into the College of Law Practice Management (CLPM). The CLPM is an honorary organization that “recognizes distinguished law practice management professionals who have made extraordinary contributions to the field.” The group is comprised of lawyers, MPs, judges, law school professors, legal administrators, law firm consultants and some business partners who provide services to law firms. Steve was honored at a reception on Friday evening October 22. The Chapter congratulates Steve on this honor. Capital Chapter 22 ALA Capital Chapter Capital Connection November 2010 Partner Spotlight ALA Capital Chapter Gold Partner Washington Express Visa: The Capital’s Most Trusted Document Service Ralph Embree Vice President Washington Express Visa Services W e are unique. We live in the diplomatic capital of the globe. No other city has more embassies than we do here in Washington DC – if a country can only have one Embassy; it’s here in Washington D.C. When you need visas, passports, documents legalized, certified or authenticated this is the city, the global document capital. Over the last 30 years, Washington Express has developed a reputation for being the capital’s most trustworthy courier service. During this time, we’ve seen the visa, passport, and document needs of legal firms continue to grow. Washing- ton Express Visa is now providing the specialized handling that law firms in the nation’s capital require for international travel and use. Documents are picked up by our specialized couriers and reviewed here in DC by on-staff process-managers who know the requirements and nuances of effective submissions. They are then submitted to embassies by our experienced document specialists. We return your firm’s documents in an unbroken chain of custody. Washington Express Visa directly pays all fees related to service — you don’t have worry about getting checks cut or re-doing work if fees are different than expected. We are the only single source Visa, Passport and Document services provider in the nation’s capital. Washington Express Visa proudly holds the certification of ISO 9001 company. That means we live up to quality control standards at the highest international levels. Your documents are in our custody from start to finish. The reliability and trustworthiness that legal firms have come to expect from Washington Express is the foundation for Washington Express Visa. Our staff’s experience at the International Monetary Fund and the Department of State come together to make your processing simpler, faster, smarter, more trustworthy and more effective than ever. Introducing simpler, faster, smarter visa, passport and document authentications. existing original The more global your business, the more local Washington DC expertise you need. Washington Express Visas is the only single source provider for expedited document processing based in the nation’s capital. We have multi-lingual document specialists 23 ALA Capital Chapter Capital Connection November 2010 and our own online tracking system— VISAlink. Plus, we’ve been navigating official Washington for 30 years. So why trust anyone else? Call 202-393-3030, or visit washingtonexpressvisas.com oval scaled up Regional Conference Elizabeth Germain President - elect A October 22-23, 2010 The Eden Roc, A Renaissance Beach Resort Miami Beach, FL s lthough I have been a member of ALA since 1998, and have attended several of the National conferences, the Region 2 conference recently held in Miami was my first “regional” and boy was it worth it! The educational sessions were very beneficial and just as substantial as those offered at the national conference. The opportunity to spend time with other chapter members and to meet others in our region was very easy. And, the vendor exhibit hall was large yet manageable which allowed for good connections with vendors and displays of their products and services. As mentioned above, the educational sessions were beneficial. They covered a range of administrative disciplines - HR, Finance, Marketing, Facilities, IT - as well as industry and leadership topics. Two of the sessions that I particularly enjoyed were “Wild and Wacky Times: Labor and Employment Law Annual Re- Looking for Contract Attorneys, DC-Barred, Document Review Space? We’ve got your solutions. Legal Placements Incorporated LPI provides you with flexible staffing solutions: contract, permanent, and contract-to-hire placements of contract attorneys, IT professionals, paralegals, and support staff. LPI has a secured, high-tech overflow and document review center at 901 15th St., NW, for the flexibility you need to easily expand your legal staff. • Comprehensive background and social security verification for each contract and permanent candidate • Specialized legal/IT staffing solutions • All LPI consultants are available 24/7 Call us today at 877.950.1661. We’ll have people working for you tomorrow. www.legalplacements.com Providing solutions in Washington, D.C., Northern Virginia, New York, Chicago, Boston 24 ALA Capital Chapter Capital Connection November 2010 s view” and “Law Office of the Future: Space”. Both were chalk-full of information……did you know the National Defense Authorization Act is new FMLA leave, and that many firms are moving to a single size office for all attorneys (some even in our own backyard!)? In addition, a by-product of the educational sessions is great networking with speakers and members from other chapters. Although the educational sessions were beneficial, spending time with members from our chapter was invaluable and one of the highlights of the trip! It is so important to build relationships and a network of people who “get what you do”, who you can call on whether they’re down the street or 500 miles away. In conclusion, there are many changes and exciting things going on in the legal industry. We are all pressed for time all the time. My take away, for what it’s worth, is that regardless of how efficient we are, our effectiveness is enhanced by the relationships we cultivate and educational opportunities we take advantage of. Hope to see you all soon! The Vendor Hall was busy at the Regional Conference E X P E RT FA S T Other Communication Services: Language translations, captioning, election services and specialty printing. Renea Miller 202.879.8400 renea.miller@merrillcorp.com Merrill DataSite™: The most versatile platform for online due diligence review and a secure repository for confidential time-sensitive documents. M The Association of Legal Administrators (ALA) is pleased to offer its line of member benefits, providing an array of resources and services from nationally known companies. ALA members, their employers and their families have the opportunity to enjoy the savings of special benefits these programs provide. To secure your benefits, identify yourself as an ALA member and provide ALA’s customer number/code. In some instances, you may also be required to present your current ALA Membership Card. For more information and a listing of all services go to www. alanet.org Connection | Marketing and Communication Solutions: Brand identity management, customer communications and packaged direct marketing programs. Legal Solutions: On-site facilities management including on-site litigation production support, court reporting, information management and electronic and print document management. Members: Value in Partnership (VIP) Program ALA Capital Chapter Capital I N T E G R AT E D Innovative Business Solutions from Merrill Corporation Transaction and Compliance Services: Document composition, filing, printing and distribution, and electronic access services. 25 | November 2010 E R R I L L C O R P O R A T I O N ALA Capital Chapter and DC Bar Law Practice Management (LPM) Section Joint Event O n October 13, the ALA Capital Chapter and DC Bar Law Practice Management (LPM) Section presented “Help Me, Help You,” a program on dealing with substance abuse among attorneys. Speakers Jeffrey Berger, management-side employment lawyer and LPM Section Chair, and Denise Perme, Manager of the DC Bar Lawyer Assistance Program (LAP), advised law firm managers on techniques, warning signs, and legal issues related to attorney substance abuse. Mr. Berger discussed legal pit falls under the Americans with Disabilities Act, Family and Medical Leave Act, and the Rules of Professional Liability, and offered suggestions on how to manage these issues. Ms. Perme advised law firm managers on how to identify employees with substance issues and work with the LAP, which offers confidential services free of charge. The speakers discussed their success in working with laws firms on sub- stance issues and emphasized the legal and operational importance for law firms of having personnel policies prohibiting drug and alcohol use. They also provided an outline for “last chance agreements,” which provide a detailed road map to use for taking an attorney from being a substance abuser to a substancefree and productive member of the law firm, while reducing potential liability. For a program outline or information, contact Mr. Berger, bergerlaw@yahoo.com, or Ms. Perme dperme@dcbar.org. Laurie Kirby (L) Jeffrey Berger,Esq., Denise Perme, Elizabeth Germain at the DC bar event For over 30 years, Océ Business Services (OBS) has been providing outsourcing solutions for the legal industry. Today, law firms across the country and in all practice specialties trust OBS to manage their critical support functions. The evidence is overwhelming: Océ Business Services 460 West 34th Street New York, NY 10001 Tel: 1-888-OCE-CONTACT www.obs-innovation.com info@obs-innovation.com Local point of contact: TDS Records and File Management Services provide experienced professionals to consult and implement…From project management of client and attorney intakes to complete outsourcing of records departments, let TDS help your firm control costs and increase access to information. www.totaldocuments.com 1.866.785.3853 26 ALA Capital Chapter Capital Connection November 2010 Michael Lane Legal Account Manager Cell: (404) 578-4421 mike.lane@oce.com • Full accountability and control of information • Increased end-user service levels • The best people solutions • Elimination of all capital expenditures • Millions invested in research and development • Focus on cost recovery • Beta testing to eliminate problems • Elimination of management and administrative burden SERVICES & SOLUTIONS Records Management Copy & Print Management Mail & Facsimile Fleet Management Imaging Services eDiscovery & Litigation Support Office Services Document Needs Assessment Partner Spotlight ALA Capital Chapter Silver Partner USI Affinity Professional Insurance Solutions for Lawyers Elizabeth K. Sutter Vice President USI Holdings Corporation USI is a growing and diversified insurance and financial services company focused on providing fully integrated distribution of general and specialty property and casualty insurance and financial services such as employee benefits and wealth management. Our associates are comprised of a diverse team of experts and client advisors who concentrate on specialty property and casualty insurance and insurance-related financial services. As the 8th largest insurance brokerage firm in the U.S., we are capable of delivering high-quality insurance and financial products nationwide. The USI strategy is to be the preeminent distributor of financial services and property and casualty (P&C) insurance to middle market U.S. businesses. We execute our strategy by: provide access to top-rated professional liability, health, and life insurance to clients under the sponsorship of their affinity organizations, as well as many other insurance and financial service opportunities. Professional Insurance Solutions For Lawyers & Legal Professionals USI Affinity has had a notable track record of success in developing a wide array of insurance programs for our Bar Association clients and customers. A number of our programs are endorsed by prestigious associations including the New York State Bar Association, the Pennsylvania Bar Association, the Virginia Bar Association, and the Fairfax Bar Association. We earned our currently 34 bar endorsements by demonstrating our key strengths: • More than 75 years of experience insuring and defending lawyers • Underwriting strength and dependability • Ability to negotiate the best rates, benefit levels, and policy details • Consistently high financial ratings, including top scores for claimspaying ability • Providing exceptional products and services • Offering linked solutions to protect and grow our clients’ assets with insurance, risk management, financial management, employee benefits, and asset management programs • Balancing our national distribution strength with specialized products • Maximizing the value of the total client relationship • Developing and maintaining strong market relationships • And securing preferential treatment from large insurance carriers and other providers of financial services to obtain proprietary products and preferred pricing. USI Affinity At USI Affinity, in particular, we specialize in providing professional and personal insurance products for affinity organizations such as professional and trade associations, small business employers, alumni associations, and travel groups. We 27 ALA Capital Chapter Capital • And superior claims management. USI Affinity & ALA Capital Chapter In the Washington, DC area, our Falls Church, VA offices proudly serve the member needs of the ALA Capital Chapter, offering comprehensive insurance solutions for you, your firm, and your employees: For Your Firm • Lawyers’ Professional Liability Connection • Business Office Package November 2010 • Employment Practices Liability For Your Employees • Medical/Health • Dental • Vision For You • Life & ADD • Disability Income • Long Term Care • Auto & Home Elizabeth K. Sutter, Vice President, USI Affinity Nearly 18 years with USI Affinity, Liz has been consulting on insurance solutions custom-tailored to meet the unique needs of each of her client firms. Today and moving forward, Liz Sutter and her team continue to provide the highest level of service for DC area lawyers and legal professionals. USI Affinity 3190 Fairview Park Drive Suite 400 Falls Church, VA 22042 (800) 792-9800 www.usiaffinity.com Calendar For details and locations go to alacapchap.org NOVEMBER 16 IP Administrators Section Meeting.......... 12:00–1:30 pm 17 New Member Luncheon.......................... 12:00–1:30 pm 17 Executive Committee Meeting................... 5:00–6:00 pm 18 Branch Office Administrators Section Meeting DECEMBER 8 Annual Meeting Holiday Luncheon........ 12:00–2:00 pm Wanted: ALA ALuMNI W Total solutions provider of records, information and materials storage management. Call us today at 301.933.9390 Visit one of our local area installations and see what sets us apart from other storage companies. 10800 Connecticut Avenue Kensington, MD 20895 | spacesaverinfolinx.com 28 ALA Capital Chapter Capital Connection November 2010 hen it comes to associations, ALA has a relationship with its members that goes beyond the norm. For many, ALA is more than an organization to which members belong. Rather, it’s a place to excel, network, learn, create and share. It’s not just a community, it’s family. ALA has launched “ALA Alumni,” an independent program to allow former members to retain ties to the Association and the profession. Those eligible to participate are former members who want and chose to stay connected. For a nominal “program fee” or “club fee” they will be able to enjoy a variety of tailored benefits. If you know a former member who has relocated or retired and who might be interested, direct them to alanet.org. Two Special Capital Chapter Services: Specializing in Lawyers Professional Liability Insurance Ala Capital Chapter Our expertise p Your success Electronic Job Bank The Chapter provides this service to its members and all firms seeking to hire qualified individuals in the legal industry. • Ads for all positions in law firms and corporate/government law offices will be accepted. • The fee for this service is $150 per posting. • Ads will be posted within 48 hours. • Ads will be posted for 60 days. More information at www.alacapchap.org. Ala Capital Chapter Résumé Bank Ames & Gough 8300 Greensboro Drive, Suite 980 McLean, VA 22102 Tel: (703) 827-2277 Contact: Eileen Garczynski, JD www.amesgough.com The Resume Bank is designed to connect prospective employers with administrators and other legal administration professionals. Legal employers seeking all levels of professional managers may contact Kate Hoesch at (202) 419-1539 to request copies of the resumes in Atlanta | Boston | Philadelphia | St. Louis | Washington, D.C. its care. The fee for this service is $200 per request. Chapter members who are looking for new career opportunities and who would like to be included in this service LOOK A S may forward twenty hard copies of their resumes to Kate Hoesch at Chapter A S YOU R HQ. There is no evaluation or You could say we’ve met our burden of proof recommendation of either through our 60 years of experience, employer firms or applihelping law firms create memorable impressions with their most challenging clients. cants. All inquiries are handled in strict confiBRAND MANAGEMENT dence. ENGRAVING & STATIONERY & MARKETING ELECTRONIC PRINTING FINE PAPER MATERIALS COMMUNICATIONS More information at www.alacapchap.org. G OOD FAC TS 8 0 0 . 2 2 2 . 0 5 1 0 29 ALA Capital Chapter Capital Connection November 2010 | w w w . a s l e g a l . c o m Capital Chapter order ForM 2010 Capital Chapter Salary & Benefits Survey This survey is the most comprehensive staff salary and benefits survey available for Washington, D.C. Complete this form to receive access to the survey results and reports. Survey results will be available after Labor Day, 2010. Capital Chapter MeMbers: ❏ I am a Chapter member and want to purchase the Survey results ......................... $650 NoN-Chapter purChasers: ❏ I am an eligible purchaser (member of ALA International).....................................$750 Name _________________________________________ Position____________________________ Firm Name _______________________________________________________________________ Address __________________________________________________________________________ City __________________________________________ State ______ Zip ____________________ Phone _________________________________________ Fax _______________________________ E-mail ____________________________________________________________________________ Method of payment: ❏ CHECK ENCLOSED (Payable to ALA Capital Chapter) ❏ CREDIT CARD: ❏ American Express ❏ Visa ❏ MasterCard Credit Card number__________________________________________________ Exp. Date________ Cardholder (print)___________________________________________________________________ Signature__________________________________________________________ Date____________ Send your completed form with payment to: ALA Capital Chapter, Attn: Kate Hoesch 1250 Connecticut Avenue, NW, Suite 700, Washington, DC 20036 30 ALA Capital Chapter Capital Connection November 2010 Telephone: 202-419-1539 E-mail: khoesch@alacapchap.org Committee & Section Updates Administrative Committees Helping to make your workday feel more like a vacation day. Communications and Media Relations As members of the Newsletter and Media Relations Committee, Chapter members participate in producing the award-winning Capital Connection. Members gather to brainstorm new ideas for editorial themes for upcoming editions. The Newsletter reports Chapter business activities such as Section and Committee news and provides information about upcoming educational and other events. It also includes articles of interest to members and other legal management personnel, collected, authored and/or edited by members of the committee. This committee also works with other legal associations and the media to ensure that ALA and the Capital Chapter are represented in the legal industry. The Newsletter Committee welcomes new members. Contact: Mary McEwan (Chair) mmcewan@bsfllp.com Tara Givens (Co-Chair) givenst@howrey.com We all want our days in the office to feel like a breeze. To have processes so simple, you won’t even feel like you are at work. To have customized, automated tasks that can help you do your job with almost no effort at all. That’s why, Canon Business Solutions is here. Canon Business Solutions can help you simplify the everyday processes at your law firm to help make your tedious tasks less tedious. From customized, automated document indexing and cost accounting to bates stamping, litigation imaging, and the new imageRUNNER ADVANCE, we can streamline your document management process to help lower costs and reduce hassle. Not to mention, we can work with you to minimize the support you need through on-site or remote business services. All that said, there’s a reason why we are the trusted document workflow solutions provider for many of the country’s top law firms. To learn more about Canon Business Solutions and our premier program for ALA members call 1.800.815.4000 or visit www.solutions.canon.com today. Salary Survey s The Salary Survey Committee is responsible for maintaining, updating and running the local survey each year. They review the positions listed, the job descriptions, and the benefits questions to ensure that the survey remains relevant to the end users. The members of the committee also promote the survey within the Chapter to stimulate participation. In addition, the committee is tasked with selling the license to the survey software to other chapters within ALA for use in their locales. They also provide technical support and logistical guidance imageRUNNER ADVANCE C5150 Canon is a registered trademark of Canon Inc. in the United States. All other referenced product names and marks are trademarks of their respective owners and are hereby acknowledged. © 2010 Canon Business Solutions, Inc. All rights reserved. 4.875x7.5_job10-055_FINAL.indd 1 Proud Partner Sponsor of the ALA www.buchconstruction.com laurel, md 301.369.3500 31 ALA Capital Chapter Capital washington, dc 202.682.6000 Connection November 2010 4/14/10 2:36 PM Committee & Section Updates to those chapters who purchase and utilize our survey software. Contact: • Catherine S. Barron (Chair) cbarron@townsend.com Educational Sections Branch Office Administrators The Branch Office Administrators Section focuses on a broad range of topics of interest to local administrators who must coordinate with other offices of their firms. The Section’s monthly luncheon meetings provide a venue for members to discuss issues of common interest, share ideas, and network. Members are encouraged to raise topics and to recommend speakers. Contact: • Constance Burke (Chair) constance.burke@bgllp.com • Laurie Kirby (Co-Chair) lkirby@willkie.com Intellectual Property (IP) The Intellectual Property (IP) Section focuses on all aspects of legal management as it pertains to the IP Administrator. Specifically, the group discusses the complexity of the ever changing IP environment and how to effectively create and apply IP specific non-legal procedures in both boutique and general practice firms. The Section’s monthly meetings, held the third Tuesday, are primarily lunch meetings and every third month is a dinner meeting. The IP Section also has an active listserv for sharing non-confidential information and questions that can’t wait until the monthly meetings. Contact: • LaVerne Anenia (Chair) anenia@mwzb.com • Art Brooks (Co-Chair) abrooks@whda.com You Only Need One Partner For Your Document Challenges IKON Legal Enterprise Solutions n Litigation Support Solutions: Discovery Services n Document Imaging Solutions: Imaging Services n Workplace Solutions: Managed Services IKON is the largest provider of legal document services in the US, trusted by top law firms and Fortune 1000 Corporate Counsel. We have the expertise, experience and end-to-end customized solutions to respond to every aspect of your complex litigation requests and document management challenges. Contact Larry Saenz @ 703-989-3220 IKON, 4900 Seminary Rd, Alexandria, VA 22311 jgsaenz@ikon.com © 2010 IKON Office Solutions, Inc. IKON Office Solutions®, and IKON: Document Efficiency at Work® / A Ricoh Company, are trademarks of IKON Office Solutions, Inc. Ricoh® is a registered trademark of Ricoh Company, Ltd. All other trademarks are property of their respective owners. 32 ALA Capital Chapter Capital Connection November 2010 Committee & Section Updates Financial Management The Financial Management Section covers a broad range of financial topics, including financial reporting, tax matters, accounting practices, partnership issues, and general round table discussions of timely Accounting and Finance issues. Contact: • Kerri Lyn Lawrence (Chair) klawrence@pattonboggs.com Human Resources The Human Resources Section operates as a venue to educational information on global human resources topics and issues. While the section is comprised of mostly HR professionals, any member is invited to participate. The Section meets the last Thursday of the month and often has industry speakers discuss such topics as recruiting, benefits, strategic planning, performance management, career pathing, retention and more! Contact: • Aryn Blanton (Chair) aryn.blanton@bgllp.com • Kenia Garner (Co-Chair) kenia.garner@pillsburylaw.com Office Operations Management The Office Operations Management (OOMS) Section meets on the third Wednesday of every month to discuss operation-related hot topics. Currently, the members of the OOMS represent a cross section of legal expertise from functional administrators to branch office managers. We welcome all members to join the section especially if you are an administrator in a small law office and you have to wear multiple hats. We can provide you with many best practices to run your operation smoothly. Contact: • Michelle Leonard (Chair) michelle.leonard@wilmerhale.com Small Firm Management Section The Small Firm Management Section meets the 4th Tuesday of the month at host law firms. The purpose of the Small Firm Management Section is to provide Administrators of law firms with 35 or under attorneys educational opportunities through vendor presentations, idea sharing and open forums specifically designed for those who work in smaller firms. Contact: • Karen Laumoli (Chair) klaumoli@wilkesartis.com • Laura Sandifer (Co-Chair lws@carrmaloney.com ALA Capital Chapter is now a Group on LinkedIn & Facebook Become a member today! 33 ALA Capital Chapter Capital Connection November 2010 Capital 2010–2011 Executive Committee Chapter & Leadership Team All members of ALA Capital Chapter are welcome and encouraged to participate in any committee or section activities that interest them. Executive Committee President Stephen G. Dempsey, CLM Sidley Austin, LLP 202 736-8866 sdempsey@sidley.com Vice PresidentCommunity Services Helen B. Woideck, CLM White & Case 202 626- 6471 hwoideck@whitecase.com Vice President- Partner Advisory Dot Mooney Brickfield Burchette Ritts & Stone PC 202 342-0800 dot.mooney@bbrslaw.com Treasurer Deidre C. Moore Morrison & Foerster LLP 202 887-8732 deidremoore@mofo.com Secretary Karen D. Lee 202 508-6011 karen.lee323@yahoo.com President-Elect Elizabeth Germain Alston & Bird LLP 202 756-3327 egermain@alston.com ? 34 Treasurer-Elect Catherine S. Barron Townsend and Townsend and Crew LLP 202 481-9999 cbarron@townsend.com Administrative Committees— Chairs & Co-Chairs Communications & Media Relations Mary McEwan (Chair) 202 237-2727 mmcewan@bsfllp.com Intellectual Property Administrators LaVerne Anenia (Chair) 703 243-6333 anenia@mwzb.com Art Brooks (Co-Chair) 202 822-1100 abrooks@whda.com Secretary-Elect Mary Randolph Levine Sullivan Koch & Schulz LLP 202 508 1129 mrandolph@lskslaw.com Tara Givens (Co-Chair) 202 383-6532 givenst@howrey.com Immediate Past President Edward P. Ross Deloitte Services LP 202 879-5616 eross@deloitte.com Salary Survey Catherine S. Barron (Chair) 202 481-9999 cbarron@townsend.com Aryn Blanton (Chair) 202 828-7634 aryn.blanton@bgllp.com Educational Sections— Chairs & Co-Chairs Kenia Garner (Co-Chair) 202 663-8397 kenia.garner@pillsburylaw.com Executive Director Paula Serratore 202 419-1538 pserratore@alacapchap.org Meeting Planner & Membership coordinator Kate Hoesch 202 419-1539 khoesch@alacapchap.org ALA International Membership Debbie Curtis 847 267-1388 dcurtis@alanet.org President ALA Capital Chapter Foundation Jill D. Hirsch 202 797-8700 jhirsch@slevinhart.com Branch Office Administrators Constance Burke (Chair) 202 828-5867 constance.burke@bgllp.com Laurie Kirby (Co-Chair) 202 303-1333 lkirby@willkie.com Financial Management Kerri Lyn Lawrence (Chair) 202 822-3634 klawrence@pattonboggs.com Human Resources Office Operations Managemen Michelle Leonard (Chair) 202 247-2233 michelle.leonard@ wilmerhale.com Small Firm Management Karen Laumoli (Chair) 202 457-7815 klaumoli@wilkesartis.com Laura Sandifer (Co-Chair) 202 310 5557 lws@carrmaloney.com Have a question for the newsletter staff? Email your question to info@alacapchap.org, and we will answer it in the next newsletter. ALA Capital Chapter Capital Connection November 2010 ?