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2022 Convention

Seminars

June 27, 2022 June 29, 2022
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Monday, June 27

08:45 - 09:15
E-15 Medical Liability Issues When Treating Patients Under the Crisis Standards of Care (CSC)

The COVID-19 crisis has created unprecedented stress with health care. A Public Health Emergency declaration and activation of Crisis Standards of Care (CSC) guidelines impact standard of care paradigms. Multiple high-profile cases claiming medical malpractice occurred after CSC was declared following Hurricane Katrina and the Ebola outbreak.

What You’ll Learn:
• How a CSC is declared, and how this alters the normal delivery of medical care and liability protection for healthcare systems and physicians
• Application of legal tiebreakers for patients in need of scarce resources (e.g., ventilators) and potential discriminatory policies
• Expected increase in patients approaching lawyers regarding alleged malpractice due to altered health care delivery

Vendor Sponsor: Integrity Medical Expert Witness Services

Faculty: Paul McHale

Credits:
0.50 CLE Credit Hours

08:45 - 10:15
M-1 Do You Look Good In Black? The Chris Nakamura Judicial Workshop: Why Judicial Diversity Is Important

Members of the Arizona Supreme Court Commission on Diversity, Equality and Justice discuss the current demographics of the Arizona judiciary and the need for additional qualified diverse judicial candidates. The speakers will provide information from a variety of resources and insights from their personal experience and backgrounds.

What You’ll Learn:

1. What the current landscape of the Arizona judiciary looks like
2. How diversity relates to merit selection
3. What we can do to achieve better representation of the communities we serve

Presented by: Arizona Supreme Court Commission on Diversity, Equality and Justice in the Judiciary

Chair(s): Roxanne K Song Ong

Faculty: Paul Bennett, David B Gass, Joan L Wagener

Credits:
1.50 CLE Credit Hours

08:45 - 12:00
M-2 Cannabis Law Update 2022: Social Equity Edition

This program reviews the status of the Social Equity program and the latest in cannabis-related ethics issues. It also includes a discussion from the legal and accounting perspective of challenges of cannabis business valuation, paths to institutional financing, and a review of the Curaleaf products liability cases. As always, we welcome and encourage audience questions.

What You’ll Learn:
1. Review of the Social Equity program and the related injunction lawsuits
2. Review of a major series of pending cannabis product liability lawsuits
3. Cannabis lawyer ethics Presented by: Arizona Cannabis Bar Association

Chair(s): Gary M Smith

Faculty: Chadwick L Campbell, Josephine Giordano, Janet E Jackim, Tabitha R Myers, Patricia A Sallen

Credits:
3.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

08:45 - 12:00
M-3 Brady and Beyond: Understanding the Different Disclosure Obligations of a Prosecutor

What You’ll Learn:
1. Prosecutorial ethics in discovery and the defense perspective
2. Statewide integrity database
3. Considerations from AZPOST

Chair(s): Mark S Williams

Faculty: Matt Giordano, Ryan P Green, Steven G Meyerand, Elizabeth B Ortiz

Credits:
3.00 CLE Credit Hours
3.00 CLE Ethics Credit Hours

08:45 - 12:00
M-4 TECHTalks 5.0

By popular demand, for the fifth time, it’s TECHTalks 5.0. international, national and local faculty will keep you informed about issues in legal technology of concern to lawyers and leave you with practical tips you can take back to the office and use right away.

What You’ll Learn:
1. The mistakes lawyers make and how to avoid them
2. What you can and cannot say in response to online reviews
3. Metadata: what it says and why you should care

Presented by: Practice 2.0 Technology Working Group

Faculty: Charity Anastasio, Hong Dao, Christine Davis, Allan Mackenzie, Sharon Nelson, Bradley F Perry, John Simek, Juda Strawczynski

Credits:
3.00 CLE Credit Hours
3.00 CLE Ethics Credit Hours

08:45 - 05:15
M-12 Britney, Hollywood and Protective Proceedings

The conservatorship of Britney Spears captured the attention of the world and showed a challenging side of protective proceedings. Films such as I Care a Lot have done the same. Can what happened to Britney or Diane Wiest’s character happen to someone in Arizona? There are legal protections in place, but how well do they work in Arizona compared to California? And how do judges, attorneys and fiduciaries navigate the space to try to ensure those subjected to the proceedings receive only the protections that are appropriate? The program explores these issues as well as the media’s challenge to get the story right and ethical issues regarding representation of proposed protected people and the challenges of serving high-functioning individuals who might be at risk if they were to go it alone.

What You’ll Learn:
1. The laws and regulations that help keep Arizona’s protective proceedings on track – different from California’s
2. Managing the challenges of representing an alleged incapacitated person or a protected person
3. Procedures and protections that aim to hold fiduciaries accountable once a protective arrangement has been established

Presented by: Elder Law, Mental Health, & Special Needs Planning Section

Chair(s): Jacquelyne J Mingle, Megan J Trog

Faculty: Jason E Cobb, Stephen Dale, Suzanne L Diaz, Sey In, Amy M Kalman, Maria Puente, Patricia A Sallen

Credits:
6.00 CLE Credit Hours
1.50 CLE Ethics Credit Hours

08:45 - 05:15
M-13 Betting, Building and Balancing in Today's Indian Country

The program covers several Indian Law-related topics: sports betting under the new Tribal-State Compact; Tribal energy and infrastructure; and restorative v. adversarial judicial systems.

What You’ll Learn:
1. The essentials/fundamentals and potential impacts of the new Tribal-State Gaming Compact and recent legalization of sports betting in Arizona
2. Developments in Indian energy and infrastructure, including the impact of recent federal funding on development of energy infrastructure in Indian Country
3. Restorative justice models of tribal courts

Presented by: Indian Law Section

Chair(s): Glennas'ba B Arents, Michael J Bennett, Michael S Carter, Matthew A Ramirez

Faculty: Joseph Austin, Brandon Bitsuie, Jonodev O Chaudhuri, Eric N Dahlstrom, Kyle B Fields, Anni L Foster, Charlene D Jackson, Stephen Lewis, Amanda S Lomayesva, Pilar M Thomas

Credits:
6.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

08:45 - 05:15
M-14 Bigger, Better and Bolder: Family Law Updates

What You’ll Learn:
1. The technologies in 2022 that can help you solve everyday problems, improve client service and make life easier
2. The impact of shifting culture and societal ideas around race and families in the practice of family law
3. Preserving your record for appeal, properly preserving your claims in the pretrial statement, objecting before and during trial, and how to ensure the evidence is in the record
4. Four steps for managing today’s high-conflict clients – clients who are regularly upset because of trauma, personality disorders, depression and/or anxiety and learn what not to do
5. Cryptocurrency: What it is and its uses, how to identify and request cryptocurrency records, and learn what expert skills are required in cryptocurrency cases

Presented by: Family Law Section

Chair(s): Robert L Barrasso, William D Bishop, Jennika N McKusick, Nicole D Siqueiros-Stoutner

Faculty: Keith A Berkshire, Kiilu Davis, Bill Eddy, Dorothy Haraminac, Nia Martin-Robinson, Kristi A Reardon, Ben Stevens

Credits:
6.00 CLE Credit Hours
2.50 CLE Ethics Credit Hours

09:45 - 10:15
E-16 Divorce and Mortgages: Understanding Loan Options and How To Save Your Clients Time and Money

Whether your clients keep their marital home or buy a new one during a divorce, discover what they need to know and prepare for in order to save time and money.

• Learn about specific loan options available to your clients during a divorce or legal separation.
• Gain a better understanding of lending guidelines unique to their situation during the divorce process, and how those guidelines impact them financially.
• Find out why it’s crucial for you to be aware of the mortgage timing issues during your client’s divorce or legal separation that may affect their interest rate or funds available for a down payment.

Vendor Sponsor: Price Mortgage

Speaker: Seth Lester, Senior Mortgage Loan Officer, Price Mortgage 

Faculty: Seth Lester

Credits:
0.50 CLE Credit Hours

10:30 - 12:00
M-5 Do You Look Good In Black? The Chris Nakamura Judicial Workshop: Perfecting Your Path to a Judicial Career

Faculty provide best practices on how to prepare for a judicial career. All are sitting judicial officers who share their personal experiences, current and relevant tips and specific insights on what is needed to apply at all state jurisdictional levels – appellate, superior and municipal courts.

What You’ll Learn:
1. An overview of the unique differences between jurisdictional court-level appointments
2. How to incorporate best practices for applications, interviews, resumes, letters and phone calls
3. The necessary long-term and short-term preparations to successfully plan for a career on the bench

Presented by: Arizona Supreme Court Commission on Diversity, Equality and Justice in the Judiciary

Chair(s): Roxanne K Song Ong

Faculty: Lisa I Abrams, Geraldine Hale, Randall M Howe, Kathryn H King, Dawn Walton, Roy C Whitehead

Credits:
1.50 CLE Credit Hours

10:30 - 05:15
M-6 Screening, Evaluating and Litigating Brain Injury

The program conveys established principles in brain injury science in a framework for attorneys that teaches them to properly conceptualize and practically approach potential brain injury in their clients. The discussion includes intake and initial identification of a brain injury and ultimate litigation of the claim. Brain injury experts define their respective disciplines of neuropsychology and neuropsychiatry, how they complement each other, and how they both are utilized in the multidisciplinary assessment of brain injury, and the benefits of the multidisciplinary approach.

What You’ll Learn:

1. The medical management model for moderate to severe traumatic brain injury (TBI), why so many individuals with chronic mild TBI remain undiagnosed, and why that matters to lawyers
2. The three domains of symptoms in TBI and how symptom assessment impacts appropriate evaluations, diagnosis, treatment, outcomes, and a lawyer’s ability to successfully litigate a brain injury claim 3. How and when to use neuropsychological and neuropsychiatric assessment to evaluate TBI and the difference between the disciplines

Presented by: MINDSET Integrated Co.

Faculty: Lynette Abrams-Silva, Ben Coughlan, Lyn Kiehl, Nancy Markel, Jeffrey Rouse, Kacie Vinel

Credits:
4.50 CLE Credit Hours
1.00 CLE Ethics Credit Hours

10:45 - 11:15
E-17 Current Trends in Banking for Cannabis-Related Businesses (CRBs)

Understanding the implications of doing business with a CRB is both challenging and necessary. Revenue from medical and adult-use cannabis sales in the U.S. is on track to reach nearly $37 billion in 2024. Until recently, “cannabusiness” operators had few options for financial services, because financial institutions have been unwilling to take the risk. Times are changing. This session examines trends in banking for cannabis-related businesses, including:

• Differences in legality at state and federal levels
• Complexities in dealing in cash versus digital currencies
• Congressional actions impacting banking and CRBs

Vendor Sponsor: JS Held

Speaker: Paula Durham, CFE Associate Director, Forensic Accounting & Economics, JS Held

Faculty: Paula Durham

Credits:
0.50 CLE Credit Hours

02:00 - 02:30
E-18 What IT and Practice Management Experts Wish Lawyers Understood - 30 Tips in 30 Minutes

IT consultants and practice management advisors have cataloged an absolute encyclopedia of common mistakes people make with technology or process that open the doors to potential malpractice scrutiny, make managing data impractical, or cause ghastly amounts of work for themselves or the firm which could easily be avoided. Presented in easy 1 to 2 minute blocks, this session will reveal easy ways to streamline the day-to-day and organize your overall practice.

What You’ll Learn:
• Common mistakes lawyers make
• What you can do to avoid making these mistakes
• Practical technology tips you can use right away

Vendor Sponsor: CLIO

Faculty: Allan Machenzie

Credits:
0.50 CLE Credit Hours

02:00 - 03:30
M-7 Do You Look Good In Black? The Chris Nakamura Judicial Workshop: The Merit Selection Process: Boards, Comissions and the Governor's Office. Meet Hon. Diane J. Humetewa, the First and Only Native American Ever Appointed to the Federal Judiciary

Faculty describe the composition of their respective trial court commissions and boards and how they evaluate judicial candidates. The Governor’s General Counsel discusses the vetting process at the Governor’s level. Judge Diane Humetewa discusses her background and career path and how the federal judicial appointment process is distinguished from the state courts.

What You’ll Learn:
1. Who comprises the trial court commissions and merit selection boards and how they evaluate judicial candidates
2. The vetting process for judicial candidates at the Governor’s Office
3. About the Honorable Diane J. Humetewa, U.S. District Court Judge for the District of Arizona, discusses her background, career path, and how federal judges are selected and appointed as distinguished from the state system

Presented by: Arizona Supreme Court Commission on Diversity, Equality and Justice in the Judiciary

Chair(s): Roxanne K Song Ong

Faculty: David O Cunanan, Anni L Foster, Leonard Gilroy, Diane J Humetewa, Alicia M Skupin, Nanette M Warner

Credits:
1.50 CLE Credit Hours

02:00 - 03:30
M-8 In Pursuit of a Fair and Impartial Jury: Peremptory Challenge Changes

The United States and most state governments allow two types of peremptory challenges in jury selection. As of January 2022, the Arizona Supreme Court amended the Rules of Criminal Procedure and Rules of Civil Procedure. Arizona no longer allows a party to use any peremptory challenges and will only allow strikes for cause. This is a dramatic shift in jury selection. This seminar explains that shift and how the parties can adjust their strategies and thinking to pick a fair and impartial jury.

What You’ll Learn:
1. The Rules changes that no longer allows peremptory challenges and why the Rules changed
2. How the changes will affect jury selection from the judicial and litigation perspectives
3. How to select a jury in this new environment

Presented by: Public Lawyers Section; Criminal Justice Section

Chair(s): James G Blake, Stacey Y Good, Elizabeth W Miller, Jessica A Thomas

Faculty: Lance R Broberg, Pamela S Gates, Nicholas Klingerman, Karen Lisko, Jess A Lorona

Credits:
1.50 CLE Credit Hours

02:00 - 05:15
M-9 Mindfulness and Stress Management

The pandemic has had a devastating effect on many lawyers in their professional and personal lives by increasing the dis-stressors we face. A faculty of lawyers and a psychologist, sharing viewpoints from biracial, LGBTQ+, and women’s perspectives, will lead the audience in meditation practices and identify other methods to identify and cope with stress. The session emphasizes using technology to evaluate stressors, how we are coping and how we can use that technology to see if our coping mechanisms are helping. Learn about the science underlying the effectiveness of meditation and mindfulness. This session includes tools such as Headspace, EEG headbands, alpha brain wave stimulators, and bilateral stimulators.

What You’ll Learn:
1. Identify strategies for utilizing meditation techniques and exercises to better deal with stress
2. Understand the neurological science behind the benefits of meditation and mindfulness
3. Consider and identify possible options for how we want to live our lives and our lifestyles as we leave the pandemic – more of the same or new concepts and outlooks

Presented by: Member Assistance Program, State Bar of Arizona

Chair(s): Donn G Kessler

Faculty: Kolette A Butler, Alexis G Firehawk, Chelsea Sage D Gaberdiel

Credits:
3.00 CLE Credit Hours
3.00 CLE Ethics Credit Hours

03:00 - 03:30
E-19 Changes in Local Online Search - 'SEO'

Understand how office location is an asset to leverage – or a liability to overcome.

This session covers:
• How Google’s ‘Vicinity’ algorithm update of December 2021 dramatically changed visibility in the ‘Local Search’ results
• The history of the use of keyword spamming business names (e.g., “Smith and Jones” renamed in Google as “Las Vegas Personal Injury Lawyers”) to show up in local search results
• Updates to reviews displayed in Google’s ‘Local Service Ads’

Vendor Sponsor: Mockingbird

Faculty: Conrad Saam

Credits:
0.50 CLE Credit Hours

03:45 - 04:15
E-20 Demystifying Cashless Payments: Mechanics and Strategies for Getting Paid in the Digital Age

How does a wire transfer work? How long does it take for a credit card payment to hit my account? How can I get a problem client to pay their invoice? This session gives you practical tips to help maximize your firm’s profitability and decrease your stress level.

This session explores:
• The mechanics of cashless payments
• How to use these options to increase your firm’s revenue
• How to process transactions correctly to avoid a possible sanction by your state bar
• Effective collections strategies to get paid on your invoices and accounts receivable

Vendor Sponsor: LawPay

Faculty: Jordan Turk

Credits:
0.50 CLE Credit Hours

03:45 - 05:15
M-10 Do You Look Good In Black? The Chris Nakamura Judicial Workshop: Elected Judges

Faculty are elected judges who describe the process of how to become a candidate and what is necessary to campaign and run for judicial office.

What You’ll Learn:
1. Which judicial positions are elected and not appointed; and, what are the qualifications to run for judicial office
2. What is involved in a judicial election campaign and subsequent campaigns when you are the incumbent
3. The ethical considerations regarding fundraising, advertising and political activity

Presented by: Arizona Supreme Court Commission on Diversity, Equality and Justice in the Judiciary

Chair(s): Roxanne K Song Ong

Faculty: Maria Elena Cruz, Boyce D Little, Sharron Sauls, Monica L Stauffer

Credits:
1.50 CLE Credit Hours

03:45 - 05:15
M-11 Civility and Cooperation Between Prosecutors and Defense Lawyers

Join this panel discussion featuring judges, prosecutors and defense attorneys to discuss the ethical obligations that lead our justice system. Attendees learn about the goals of a fair outcome from each side of the aisle, with practical and relevant information for their day-to-day professional lives.

What You’ll Learn:
1. The ethical rules in an adversarial system, including how to manifest a professional and courteous attitude toward opposing counsel
2. When does a lack of civility or unprofessional conduct become an ethical violation?
3. Why civility at all? What does it do for us, for our profession, for our institution, and for our community?
4. Are there professional and practical reasons to limit “civility” in the adversarial arena in criminal cases?
5. How may civility and effective advocacy coexist in an adversary system?

Presented by: Criminal Justice Section

Chair(s): Mark S Williams

Faculty: Margaret H Downie, David J Hintze, Kellie L Johnson, Ronald S Reinstein, William P Ring, Benjamin Taylor

Credits:
1.50 CLE Credit Hours


Tuesday, June 28

08:45 - 10:15
T-25 Cryptocurrency for Lawyers - Regulation & Taxation: Part 1 - Regulation

Presenters provide a brief overview of the mechanics of digital assets, including cryptocurrency and non-fungible tokens (NFTs), explain how and why people use digital assets, and discuss how digital assets are regulated in the U.S.

What You’ll Learn:
1. Technical basics of cryptocurrency and other digital assets
2. How and why people use cryptocurrency and other digital assets
3. Application of federal and state law to cryptocurrency and other digital assets

Presented by: Tax Law Section

Chair(s): Eliot L Kaplan, Michael J Mitchell

Faculty: Joshua L Boehm, Donald J Mills

Credits:
1.50 CLE Credit Hours

08:45 - 10:15
T-26 Jurisdiction and Governing Law for Trusts & Estates

Clients (and lawyers, for that matter) often refer to a trust as being “an Arizona” trust, or a trust of another state. But what does that really mean? The interplay of jurisdiction, venue, situs and governing law can make it challenging to determine where a trust resides, and whether the answer might be different for different purposes. This seminar discusses the drafting techniques that can be employed to minimize confusion by clarifying the rules that will apply for interpreting and administering the trust.

What You’ll Learn:
1. How to understand, outline and resolve the following issues for probate and trust administration proceedings:
• Venue
• Choice of Law
• Jurisdiction

Presented by: American College of Trust and Estate Counsel (ACTEC); Probate and Trust Section

Chair(s): Robert B Fleming, Hillary P Gagnon, Lauren L Garner, Shawn D Garner

Faculty: Bradley Terebelo

Credits:
1.50 CLE Credit Hours

08:45 - 10:15
T-27 Enhancing Construtive Interactions and ADR Outcomes Using Emotional Intelligence

What You’ll Learn:
Discovering your emotional intelligence, why is it important, and how to use it effectively to enhance your ADR practice.

Presented by: Alternative Dispute Resolution Section

Chair(s): Lee L Blackman, Robert J Itkin, Steven P Kramer

Faculty: Kelly Browe-Olson

Credits:
1.50 CLE Credit Hours
1.50 CLE Ethics Credit Hours

08:45 - 12:00
T-28 The Annual Ethics Game Show!

This year’s game show includes ethics questions using a variety of formats, including lawyer memes and videos. Celebrity contestants lead audience teams in answering the ethics questions posed by panelists and your co-hosts Lynda Shely and Christine Davis, including questions about recent ethics opinions, discipline trends, and rule changes. Of course, prizes will be awarded!

Chair(s): Lynda C Shely

Faculty: Nancy A Greenlee, Regina L Nassen, Bradley F Perry, Gaya Shanmuganatha

Credits:
3.00 CLE Credit Hours
3.00 CLE Ethics Credit Hours

08:45 - 05:15
T-42 Reconnect, Recharge, Remimagine: Bankruptcy in a Post-COVID World

This full-day program is action-packed with panelists discussing all things relevant to bankruptcy practitioners today. The faculty includes a diverse group of local consumer and commercial bankruptcy practitioners. In the morning, attendees choose between Consumer and Commercial breakout sessions. Consumer panelists will discuss emerging issues regarding new types of assets, including cryptocurrency, NFTs, and digital wallets; Arizona’s revised homestead exemption and judgment lien statutes; and recent decisions of note from the U.S. Supreme Court, the Ninth Circuit Court of Appeals, the Ninth Circuit Bankruptcy Appellate Panel, and the Arizona Bankruptcy Court. Commercial panelists present on issues related to Subchapter V, third-party releases and provide an update on recent case law. The afternoon portion of the program includes a presentation on ethical issues facing bankruptcy practitioners and a roundtable discussion featuring the Clerk of the Court, the United States Trustee for the District of Arizona, and the Bankruptcy Court Judges regarding Court operations post COVID-19.

What You’ll Learn:
1. Most recent case law on consumer and commercial bankruptcy topics
2. Refresher of the Local Bankruptcy Rules
3. Judges’ perspective on professionalism, pro bono initiatives, and other matters essential to practicing before the Bankruptcy Court

Presented by: Bankruptcy Section

Chair(s): Grant L Cartwright, Maria D Mathus, Jill H Perrella

Faculty: Eddward P Ballinger, Susan A Baumann, Karen G Bentley, Daniel P Collins, Jody A Corrales, Joseph E Cotterman, Diane L Drain, Hannah-Kaye Fleming, Rachel Flinn, Scott H Gan, Maureen Gaughan, Patrick Gaughan, Jennifer Giaimo, Janel M Glynn, Andrew A Harnisch, Leslie R Hendrix, James F Kahn, Julia A Kossak, Ilene J Lashinsky, Matthew Luk, Scott A Malm, Brenda K Martin, Sierra M Minder, Eric W Moats, Sarah A Noe, Cristina Perez Hesano, Frederick J Petersen, George Prentice, Michael P Rolland, Paul Sala, Gregory Schaaf, John C Smith, Bryce A Suzuki, Madeleine C Wanslee, Brenda M Whinery, Hannah D Willett, D A Winkelman, James P Yeager

Credits:
6.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

10:30 - 12:00
T-29 Cryptocurrency for Lawyers - Regulation & Taxation: Part 2 - Taxation

Attendees learn the basics of cryptocurrency at the beginning of this session, then learn about the income, gift, and estate tax issues associated with cryptocurrency. Next, attendees will learn about IRS reporting and tracking requirements for cryptocurrency, and finally how the IRS plans to enforce cryptocurrency taxes with Operation Hidden Treasure. The panel features Arizona tax attorneys and an executive and licensed CPA from CoinTracker, a cryptocurrency tax software company.

What You’ll Learn:
1. Overview of cryptocurrency
2. Cryptocurrency income, gift and estate tax issues
3. Cryptocurrency reporting and tracking
4. IRS enforcement and Operation Hidden Treasure

Presented by: Tax Law Section

Chair(s): Eliot L Kaplan, Michael J Mitchell

Faculty: Shehan Chandrasekera, Derek W Kaczmarek, Sarah R Singer

Credits:
1.50 CLE Credit Hours

10:30 - 12:00
T-30 Recognizing and Responding to Hate Crimes

Crimes of violence against Asian Americans have focused attention on the devastating impact of hate crimes in our society. This seminar emphasizes the importance of bringing awareness of hate crimes to our communities. It also examines the legal framework of hate crimes in Arizona and federal laws and the impact these laws might have on the First Amendment.

What You’ll Learn:
1. Operation and application of Federal and Arizona hate crime statutes
2. Impact of hate crimes on personal and professional lives
3. Implications hate crimes may have on the First Amendment

Presented by: Council on Minorities and Women in the Law

Chair(s): Stacey Y Good

Faculty: David J Bodney, Manjusha Kulkarni, William G Voit

Credits:
1.50 CLE Credit Hours

10:30 - 12:00
T-31 Now That the Dust Has Settled...Tax Reform

Depending on the outcome of tax reform legislation currently being considered, this presentation addresses estate planning techniques and strategies that survived Congress’ modifications, assisting estate planning attorneys in “pivoting” in light of the statutory modifications. Alternatively, if Congress is unable to agree upon changes, or does not act, the presentation provides an overview of the strategies that were under attack (valuation discounts and grantor trusts) and why they are so popular.

What You’ll Learn:
1. How changes in tax law affect estate planning strategies
2. How interest rate changes impact and effect estate planning and client decision-making on strategies
3. How proposed regulations to retirement distribution provisions impact estate planning

Presented by: American College of Trust and Estate Counsel (ACTEC); Probate and Trust Section

Chair(s): Robert B Fleming, Hillary P Gagnon, Lauren L Garner, Shawn D Garner

Faculty: Brent W Nelson, Stephanie F Tribe

Credits:
1.50 CLE Credit Hours

10:30 - 12:00
T-32 How Are We Really Doing? Defining and Evaluating ADR Outcomes

What You’ll Learn:
Defining and measuring our ADR effectiveness

Presented by: Alternative Dispute Resolution Section

Chair(s): Lee L Blackman, Robert J Itkin, Steven P Kramer

Faculty: Nancy Welsh

Credits:
1.50 CLE Credit Hours
1.50 CLE Ethics Credit Hours

02:00 - 02:30
E-21 7 Key Elements to Your Goal-Oriented, Metrics-Based Business Plan

Many attorneys start their firm without the benefit of a business background. Without clear objectives and a business plan, they may find themselves working harder than expected, with less financial security than hoped. In this session, learn how to build an effective business plan to create consistent revenues and achieve your goals.

• Identify the 7 key components of every law firm and how to make them work for you.
• Learn the key metrics you need to know to achieve your goals.
• Get a step-by-step guide to create a plan to improve your business and results.

Vendor Sponsor: How To Manage a Small Law Firm

Faculty: Samuel J Doncaster

Credits:
0.50 CLE Credit Hours

02:00 - 03:30
T-33 Digital World - Remote Notary, Electronic Wills and Digital Assets

As the world becomes more digitized, the law struggles to keep up. This presentation addresses the current state of the law as it relates to preparation and execution of often-used estate planning documents, the expanding use of remote notarization, the expanding asset class of cryptocurrency, and how to advise clients to hold these assets within the structure of their estate plan. Faculty also discuss planning for other digital assets, such as Facebook/Instagram accounts, email and other digital assets.

What You’ll Learn:
1. New developments in electronic preparation and preservation of estate planning documents
2. Review of remote notary statutes and their application and use

Presented by: American College of Trust and Estate Counsel (ACTEC); Probate and Trust Section

Chair(s): Robert B Fleming, Hillary P Gagnon, Lauren L Garner, Shawn D Garner

Faculty: Robert B Fleming, Jacquelyne J Mingle, T J Ryan

Credits:
1.50 CLE Credit Hours
1.50 CLE Ethics Credit Hours

02:00 - 03:30
T-34 MAC Minutes

We all know that the practice of law is difficult and that as lawyers we frequently pay a personal price. Lawyers are more prone than most professionals to suffer from substance use and mental health disorders. This seminar gives you practical knowledge you can use to work towards wellbeing and wellness.

What You’ll Learn:
1. Learn about the difference between worry and anxiety and how to deal with both
2. Learn from the recovery journey of a fellow member and how you might know when you need help
3. Learn about dealing with the burnout and get some practical tools to try to avoid it and how to deal with it

Presented by: Member Assistance Council, and the State Bar Arizona’s voluntary Member Assistance Program

Faculty: Kolette A Butler, Kareen Schellack, Donald C Zavala

Credits:
1.50 CLE Credit Hours
1.50 CLE Ethics Credit Hours

02:00 - 05:15
T-35 Evidence Law Update - An Arizona Supreme Court Advisory Committee on Rules of Evidence Program

Join us for a discussion on recent developments in the law of evidence, including cases addressing evidentiary issues, changes to the Arizona Rules of Evidence, the adaptation of trial practice to the ongoing public health emergency, forthcoming evidence rules changes, and the elimination of peremptory strikes in jury selection. In the first part we discuss recent cases and proposed rule changes addressing evidence issues, including rules responding to Batson reform; in the second part we engage in interactive evidentiary hypotheticals with electronic polling for participants with panel discussion of the responses.

What You’ll Learn:
1. Recent amendments to the rules of evidence and proposals being considered for possible future amendments, including the changes made to civil and criminal rules for Batson reform (e.g., elimination of peremptory strikes)
2. Recent key cases construing various rules of evidence
3. How to apply the Arizona Rules of Evidence to novel hypothetical fact patterns presented

Presented by: Arizona Supreme Court Advisory Committee on Rules of Evidence

Chair(s): Danielle J Viola, John P Welty

Faculty: Jessica J Berch, Bill Hughes, George O Krauja, Randall S Papetti, Mikel P Steinfeld

Credits:
3.00 CLE Credit Hours

02:00 - 05:15
T-36 A Change Will Do You Good - Changes in Immigration Law and Technology Under the Biden Administration

Members of the Immigration Law Section discuss the numerous changes in immigration law and policy, such as removal defense and family, business, under the Biden administration, the changes in online filing options, and the use of technology by various agencies to communicate with applicants and their representatives.

What You’ll Learn:
1. Online filing options, communications, and payment methods available from the various agencies involved in immigration
2. Changes in ICE enforcement priorities and removal defense case law
3. Latest in USCIS/Dept. of State processing of immigrant and nonimmigrant petitions and applications

Presented by: Immigration Law Section

Chair(s): Michael A Neufeld, Phil D Ortega

Faculty: Jared C Leung, Rekha Nair, Phil D Ortega

Credits:
3.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

02:00 - 05:15
T-37 Strategies and Considerations for Terminiating Construction Contracts

Termination of construction contracts can present significant adverse consequences for all involved. This program discusses the scope and bases for terminations, typical contract provisions, the concepts of termination for cause and termination for convenience, the termination process, the risks imposed on parties who improperly terminate, and ways to minimize those risks.

What You’ll Learn:
1. Tips for drafting and negotiating termination for default and termination for convenience provisions
2. The common termination pitfalls and how to mitigate risk (in the context of owner-prime agreements as well as prime-subcontractor agreements)
3. Important considerations for clients before terminating a construction contract and strategic responses to threats/ notice of termination

Presented by: Construction Law Section

Chair(s): Michelle M Buckley, Alison L Stahl

Faculty: Joseph A Brophy, Daniel L Brown, Angela L Cooner, John M Gregory, Scott C Ryan, E J Walsh

Credits:
3.00 CLE Credit Hours

02:00 - 05:15
T-38 Securities 101: What Every Litigator and Transactional Lawyer Must Know

Two experienced and entertaining securities lawyers teach and engage participants regarding the two most important federal securities laws: the Securities Act of 1933 and the Securities Exchange Act of 1934, including the disclosure obligations imposed on the distribution and trading of investment securities. Topics to be taught include: (i) Identifying a “security”; (ii) public offerings; (iii) Reg. D and private placement exempt offerings; (iv) 1934 Act regulatory filing requirements (10-k, 10-Q, Annual Reports, etc.); (v) Necessary disclosures and related war stories; (vi) Required and recommended disclosures related to COVID; (vii) Director and officer liability and other securities litigation issues; and (viii) Sarbanes – Oxley and related compliance requirements.

What You’ll Learn:
1. The basics of the Securities Act of 1933 and the Securities Exchange Act of 1934, including the basics of public offerings and Reg D exempt offerings
2. The incredible importance of meeting disclosure obligations and related repercussions and litigation
3. Sarbanes – Oxley and other important and relevant statutory schemes

Presented by: Securities Regulatory Law Section; In-House Counsel Section

Faculty: Ann-Marie Anderson, Charles R Berry

Credits:
3.00 CLE Credit Hours
0.50 CLE Ethics Credit Hours

02:00 - 05:15
T-39 The Best in ADR From Ten Arizona Experts (ADR Talks)

Faculty & Topics: Michael Aurit, The truth about trust Lee Blackman, The 10 pillars of mediation preparation Paul Friedman, How to prepare an effective mediation/settlement conference memorandum Renee Gerstman, The ABCs of how to A-R-B-I-T-R-A-T-E like a pro Jeremy Goodman, Discovery in international arbitration Robb Itkin & Steve Kramer, There is no Santa Clause: setting, revising and managing expectations in mediation Jerome Landau, An arbitrator’s perspective on how counsel can ‘legitimately game’ the process to enhance you client’s chances for success Andrew Turk, Client preparation and mediator selection

Presented by: Alternative Dispute Resolution Section

Chair(s): Lee L Blackman, Robert J Itkin, Steven P Kramer

Faculty: Michael Aurit, Lee L Blackman, Paul D Friedman, Renee B Gerstman, Jeremy M Goodman, Robert J Itkin, Steven P Kramer, Jerome A Landau, Andrew B Turk

Credits:
3.00 CLE Credit Hours
3.00 CLE Ethics Credit Hours

03:00 - 03:30
E-22 Estate Plans: Yes, You Can Put Your Client's IRA in a Trust...Before They Die

If you thought it was not possible to include an IRA in your client’s estate plan while they are still living, this is the session for you! We’ll cover little known-facts about Individual Retirement Trusts and Individual Retirement Accounts, important differences between the two, and common misconceptions.

Key takeaways:
• Better understand how to coordinate trust assets and non-trust assets into a single estate plan
• In what situations financial institutions might not accept Power of Attorney documents
• What distribution language carries over from a Revocable Living Trust to an Individual Retirement Trust

Vendor Sponsor: TrustBank

Faculty: Philip Hotchkiss

Credits:
0.50 CLE Credit Hours

03:45 - 05:15
T-40 Succession Planning for Trust and Estate Firms

This session focuses on planning for estate planning and probate practitioners from the perspective of a more senior attorney planning for retirement and succession, an attorney who acquired a practice through a well-planned succession plan and an attorney who unexpectedly acquired a practice without a succession plan. The State Bar Lawyer Assistance Programs Director discusses ethical considerations with succession planning and the State Bar’s role in same.

What You’ll Learn:
1. Planning for the transition of your files at retirement
2. Planning to accept the transition of files from another attorney
3. Considerations by clients for securing new counsel

Presented by: American College of Trust and Estate Counsel (ACTEC); Probate and Trust Section

Chair(s): Robert B Fleming, Hillary P Gagnon, Lauren L Garner, Shawn D Garner

Faculty: David J Estes, Michelle M Lauer, Bradley F Perry, Melinda M Sloma

Credits:
1.50 CLE Credit Hours

03:45 - 05:15
T-41 Navigating Legal Ethics Involving the LGBTQ+ Community: Understanding Your Obligations to LGBTQ+ Litigants, Lawyers, Jurors and Others

This program explores relevant ethical rules, ethics opinions and case law relating to a lawyer’s considerations and obligations to members of the LGBTQ+ community and why those considerations and obligations are important in a lawyer’s conduct. Participants will be encouraged to ask questions and share experiences.

What You’ll Learn:
1. Understanding demographics, terminology and concepts relating to the LGBTQ+ community
2. Ethical obligations when dealing with members of the LGBTQ+ community
3. Strategies for engaging individuals and meeting ethical requirements

Faculty: Marianne T Bayardi, Tracy R Nadzieja

Credits:
1.50 CLE Credit Hours


Wednesday, June 29

08:45 - 10:15
W-43 Transitioning to the Sustainable Economy

Sustainability might be one of the hottest buzzwords over the past year as business rushes to meet the demands of their customers and investors while riding the waves of an uncertain regulatory environment. Our panel begins to unpack these topics and discuss why this emerging practice field is so important.

What You’ll Learn:
1. Recent developments in legislation, regulations and policies impacting corporate sustainability
2. How companies are shifting their business approaches to meet new sustainability rules and investor demands
3. Methods to improve sustainability impacts through energy and carbon reduction and offset practices and associated legal hurdles

Presented by: Environmental and Natural Resources Law Section

Chair(s): Trevor J Burggraff

Faculty: Trevor J Burggraff, Michelle De Blasi, Disha Gadre

Credits:
1.50 CLE Credit Hours

08:45 - 12:00
W-44 Progressing Beyond Bias - Seats at the Table: Diverse Voices, Better Results

What You’ll Learn:
1. How to recognize and identify our biases, individually and institutionally
2. What’s next after we’ve identified our biases
3. How we can change our biases, both individually and as an organization The panel discusses how having diverse voices at the decisionmaking table impacts a variety of issues internally within a law firm or organization and externally as the firm/organization is perceived by potential clients, other organizations or end users.

What You’ll Learn:
1. Concrete and practical ways to increase diversity among the decision-makers of your organization
2. How to recruit and retain diverse talent
3. How to get your organization to buy into the organizational benefits of DEI

Chair(s): Timothy W Overton

Faculty: Eric Knott, Nona M Lee, James P O'Sullivan, Timothy W Overton, Laura Schissel Vega, Nonnie L Shivers

Credits:
3.00 CLE Credit Hours

08:45 - 12:00
W-45 Education Law in the Time of COVID

A panel of Arizona practitioners discuss issues in education law that have arisen since the emergence of COVID in March 2020, including the impact of recent legislation and court rulings. Panelists provide timely and practical advice for attorneys already practicing in or looking to enter this area of law and what the legal landscape may look like in the near future for Arizona’s schools.

What You’ll Learn:
1. Developments in education law during COVID
2. Recent key cases impacting school districts and educational organizations
3. How educational institutions have addressed and implemented recent legislation

Presented by: Administrative Law and Regulatory Practice Section

Chair(s): Meghan H Grabel

Faculty: Kimberly A Demarchi, Jordan T Ellel, David D Garner, Kacey S King, Brittany J Reed

Credits:
3.00 CLE Credit Hours

08:45 - 12:00
W-46 New Rules of Procedure for the Juvenile Courts: From Conception to Creation and Their Impact on the Courts

With Rules of Procedure for the Juvenile Courts being overhauled and taking effect on July 1, 2022, this timely seminar provides the juvenile law practitioner with the working tools necessary to navigate the changes.

What You’ll Learn:
1. Both dependency and delinquency practitioners will learn the mechanism by which the new Rules of Procedure for the Juvenile Courts were created
2. A frank panel discussion will provide insight on which rules were chosen for amendment, why others were not amended and what considerations were made for changes required to effected statutes
3. A working knowledge of the rules will be provided with the goal that upon completion of the seminar, the attendee will be well suited to employ the new rules when activated the week after the convention, as well as what the various courts of the state expect from its practitioners

Presented by: Juvenile Law Section

Chair(s): Nicholas D Boca, Jonathan D Conant

Faculty: Beth C Beckmann, Joseph C Kreamer, Kathleen A Quigley, Anna C Young

Credits:
3.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

08:45 - 12:00
W-47 This is the Way: An Overview of Vaccine and Mask Mandates, Status of Challenges and Navigating Exceptions

Frontline litigators and employment law advisers discuss the basis for and challenges to various vaccine and mask mandates, as well as practical tips for navigating compliance and claimed exemptions. The session concludes with a panel discussion and questions from the audience.

What You’ll Learn:
1. Status and applicability of vaccine and mask mandates (i.e. OSHA, school masking requirements, etc.), as well as challenges to them
2. How employers, federal contractors, and other clients can comply
3. Tips for navigating claimed exceptions

Presented by: Religious Liberty Law Section

Chair(s): Wallace L Larson, Abigail J Mills

Faculty: Kevin Brown, James A Campbell, Charles P Keller, Reed Smith

Credits:
3.00 CLE Credit Hours

08:45 - 12:00
W-48 2022 Update on the International Regulation of Artificial Intelligence (AI)

In this session, highly-awarded AI experts in ethics, biometrics, international AI policy, law, fintech, cognitive psychology and social media converse about ethical and business challenges posed by the rapid development of AI worldwide. As demonstrated by the recent congressional hearings on the influence of social media giants and the emergence of facial recognition in government operations, artificially intelligent systems increasingly mediate our business and personal connections. The need to enhance regulation of these AI systems, whether at home or abroad, is urgent but raises problems of personal and business privacy as well as ethical and legal strictures on free speech. We must regulate more closely, but at what cost to our online connectivity and personal freedoms? We make the case for and against international regulation of AI and present scenarios in which members of the audience act as corporate counsel to resolve complex AI problems.

What You’ll Learn:
1. The United States’ current proposals for developing and regulating AI and AI ethics
2. New European Union approach to the regulation of AI, highlighting the AI Act draft regulation
3. United Nations’ AI regulations and agreements involving Organization of Economic Cooperation and Development and the UN Educational, Scientific and Cultural Organization’s (UNESCO) November 2021 agreement on the ethics of AI
4. Ethical AI industry issues and trends facing the international AI business sector and public regulators

Presented by: International Law Section

Chair(s): Hilary E Sadler, Shirley J Spira

Faculty: Derek Bambauer, Imane Bello, Angle Bush, Vigile Hoareau, Mohammed Motiwala, Elham Tabassi, Adam Wood

Credits:
3.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

08:45 - 05:15
W-59 Employment & Labor Law Update

Presenters discuss significant changes and developments in employment and labor law, including those due to the COVID-19 pandemic, which has changed the employment and labor law landscape. In addition, presenters discuss the nuanced area of employment law for tribal governments and tribal enterprises.

What You’ll Learn:
1. Labor law update for unionized and non-unionized employers in the private and public sectors
2. Changes to the workplace and other employment law updates in the face of the COVID-19 pandemic, and how the future of employment law has been changed forever, including remote work, paid sick leave, and wage and hour considerations
3. Employment law considerations in the tribal context, including employment law considerations for tribal governments and businesses owned by tribes

Presented by: Employment & Labor Law Section

Chair(s): Audrey E Chastain, Katya M Lancero, Alden A Thomas

Faculty: Colin W Bradley, Thom K Cope, Lindsay J Fiore, Ty D Frankel, Katya M Lancero, Rachel Samuda, Jeffrey S Silvyn, Jana L Sutton, Patricia N Syverson, Barry H Uhrman

Credits:
6.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

10:30 - 12:00
W-49 Environmental Law Update

The Environmental and Natural Resources Law Section has assembled a knowledgeable and experienced panel to review the recent developments in environmental law and what we have seen thus far from the Biden EPA and changes at the state level. In this ever-changing field, the first 18 months of a new administration bring many changes and much controversy. We dive in and explore!

What You’ll Learn:
1. Recent developments in the regulation of air, water, hazardous waste and energy
2. Emerging topics and issues regarding WOTUS, Clean Air, climate change, solid and hazardous waste and environmental justice
3. Looking back at the first year of the Biden EPA

Presented by: Environmental and Natural Resources Law Section (ENRLS)

Chair(s): Trevor J Burggraff, Christopher P Colyer

Faculty: Elias J Ancharski, John D Burnside, Brandon J Curtis, Danielle Hazeltine

Credits:
1.50 CLE Credit Hours

10:30 - 12:00
W-50 You Be the Fee Arbitrator

The program uses scenarios (provided in advance of the program) adapted from cases brought before the State Bar of Arizona Fee Arbitration Program to help attorneys anticipate issues that arise in fee disputes, how to avoid them in legal practice and how to address them in an arbitration setting. This program covers timekeeping (what you can and cannot bill for and get paid for), client communication, fee agreements and other topics.

What You’ll Learn:
1. How to analyze fee disputes
2. What concerns fee arbitrators
3. What remedies to impose

Presented by: State Bar of Arizona Fee Arbitration Program

Chair(s): Steven M Guttell

Faculty: Sandra M Bensley, Lisa Casablanca, Christine Davis, Mark A Fuller, Steven M Guttell, Sheri D Shepard

Credits:
1.50 CLE Credit Hours
1.50 CLE Ethics Credit Hours

10:30 - 05:15
W-51 Deal Flow During and After COVID-19

This series of seminars discusses the many impacts COVID-19 has had on business transactions and considerations for closing deals in the COVID era, with presentations and moderated panels by industry experts in mergers and acquisitions, startups and venture capital, and real estate.

What You’ll Learn:
1. The impact of COVID-19 on deal flow in mergers and acquisitions, startups and venture capital, and real estate
2. Current deal flow trends going forward
3. The issues attorneys can expect to encounter when closing deals in these industries

Presented by: Business Law Section

Chair(s): Matthew A Bailey, Michael P Rolland

Faculty: Jonathan F Ariano, Peter F Beahan, Brian J Burt, Anthony B Casarona, Ruminder Dhillon, Tracey Haslam, Jeff Koenig, Abran Villegas, Beth J Zeitzer

Credits:
4.50 CLE Credit Hours

02:00 - 02:30
E-23 Emotional Intelligence: How To Increase Your Success and Well-Being In 30 Minutes or Less

In this interactive session you’ll learn simple, quick and easy practices to cultivate your emotional intelligence, maximize your ability to respond to conflict and improve your workplace skills as an attorney. Most importantly, you’ll learn how to incorporate these techniques into your life and practice.

Key Takeaways:
• Learn what emotional intelligence is – and why it’s so important to your success as a lawyer.
• Improve your ability to respond to difficult situations and reduce conflict in your practice.
• Discover specific practices to cultivate your emotional intelligence and increase your success at practicing law.

Vendor Sponsor: iPracticeWell.com

Faculty: Karen Clark

Credits:
0.50 CLE Credit Hours

02:00 - 03:30
W-52 Law Firm Strategic Planning in 2022 and Beyond

The post-pandemic legal industry continues to evolve at an accelerated pace not contemplated even a few years ago. Generational shifts in leadership, the war for talent amidst The Great Resignation, advances in innovation, the future of work for law firms, cultivating firm culture in a hybrid workplace, effective practice management, brand strategy and business development in a virtual environment – these and other questions are top of mind for today’s law firm leaders. This session discusses how to create an effective strategic plan for your firm in 2022 and beyond, including practical tips and step-by-step tactics to ensure your firm has a solid strategy for growth going forward.

What You’ll Learn:
1. The implications of legal industry trends for your firm and your practice
2. Tools and tips for an effective strategic planning process
3. Critical elements for a firm strategic plan

Faculty: Marci Taylor

Credits:
1.50 CLE Credit Hours

02:00 - 05:15
W-53 Transformational Leadership: Equal Justice, Change and Commitment

In the 28 months since the Equal Justice movement has gained momentum, some of us may be experiencing a variety of emotions and be engaged in varied work and calls to action. This session, which is rooted in and informed by the partnership between the State Bar of Arizona and the ASU Center for the Study of Race and Democracy, builds on the June 2021 “Lawyers as Leaders and Agents of Change” plenary session. The session includes dynamic small-group sessions focused on efforts to achieve equal justice and how lawyers and members of the legal profession can foster positive change.

What You’ll Learn:
1. Transformational leadership within the profession that advances equal justice efforts
2. The role of uncovering unconscious bias and cultural competency training
3. The personal and professional impact, value and cost of addressing bias and injustice across the legal profession
4. How might the legal profession define “success” when it comes to equal justice?

Presented by: Arizona Equal Justice Alliance & Center for the Study of Race and Democracy, Arizona State University

Faculty: Casey Arellano, James P Beene, Carol S Berry, Lois Brown, Bradley W Carlyon, Anissa M Dreas, Frankie Y Jones, Joseph C Welty, Anthony L Young

Credits:
3.00 CLE Credit Hours
3.00 CLE Ethics Credit Hours

02:00 - 05:15
W-54 It's a Brave New World: Examining Legal Issues Surrounding Redevelopment, Repurposing and Reimagining Commercial Real Estate

The disruptions from COVID-19 severely accelerated many of the trends that were already underway in retail, office and hospitality properties, and brought new issues to the forefront in these and other asset classes. In this program, we will take a look at some of the operational challenges that owners and operators face in the post-COVID world, in particular with mixed-use development/redevelopment. We will discuss how attorneys are working with their clients, including property owners and redevelopers, to address and overcome these issues, while providing for more cohesive developments that address consumer and business needs within our communities.

What You’ll Learn:
1. Operational challenges facing commercial real estate owners/operators in a post-COVID environment
2. Addressing consumer and business demand in redevelopment and repurposing strategies
3. Planning, rezoning and transactional issues involving redevelopment and repurposing
4. Mixed-use challenges and legal concerns

Presented by: Real Property Section

Chair(s): Kathleen D Fox, Beth J Zeitzer

Faculty: Tyler J Carrell, Randy Grant, Jason B Morris, Alan Stephenson

Credits:
3.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

02:00 - 05:15
W-55 Judicial Appointments in Arizona

The program provides an overview of the merit selection process for state court judges in Arizona. The presentation follows a panel discussion format and includes a discussion of the panelists’ career paths, steps they took to prepare for their judicial applications and related advice, and the constitutional requirements involved in the judicial appointments process. The program will also provide insight from those involved in the process.

What You’ll Learn:
1. The history of the judicial selection process for the superior and appellate courts of Arizona
2. An overview of the current merit selection process
3. Insight from judges who have been appointed and from individuals involved in the judicial appointments process

Presented by: Appellate Practice Section

Chair(s): Jillian B Francis, Eric M Fraser

Faculty: Sean E Brearcliffe, Anni L Foster, Adele Ponce, Ann A Timmer, Linley S Wilson

Credits:
3.00 CLE Credit Hours

02:00 - 05:15
W-56 New Rules of Procedure for the Juvenile Courts: Implementation and Expectations

With Rules of Procedure for the Juvenile Courts being overhauled and taking effect on July 1, 2022, this timely seminar provides the juvenile law practitioner with the working tools necessary to navigate the changes.

What You’ll Learn:
1. Both dependency and delinquency practitioners take a deep dive into portions of the new rules, learning what pitfalls and potential ramifications for children and their parents exist in the new rules.
2. A frank panel discussion provides insight on how to use the new rules to the benefit of your clients and what to watch for.
3. You’ll gain a working knowledge of the rules and will be well-suited to employ them when the rules are activated the week after the convention.
4. A case law update will be presented if time allows, but attendees will receive a printed copy in their seminar materials.

Presented by: Juvenile Law Section

Chair(s): Nicholas D Boca, Jonathan D Conant

Faculty: Jillian F Aja, Randi E Alexander, Dale H Cardy, John C Gilmore, Lauri J Owen

Credits:
3.00 CLE Credit Hours
1.00 CLE Ethics Credit Hours

02:00 - 05:15
W-57 Current Issues in Civil Litigation - 2022

What You’ll Learn:
1. A panel of experienced attorneys discuss principal changes and proposed changes to the Arizona Rules of Civil Procedure and the Federal Rules of Civil Procedure, as well as recent significant judicial decisions regarding trial practice.
2. Two fast-paced “Knowledge Nuggets” will be presented by subject matter experts. One focuses on Arizona’s newly recognized Alternative Business Structures (ABS) as adopted in Arizona Supreme Court Rules 31 and 31 (1)(c). The purpose of the ABS program is rooted in the idea that entrepreneurial lawyers and nonlawyers will pilot a range of different business forms that ultimately will improve access to justice and the delivery of legal services. Another focuses on recent changes to Rule 68, Offer of Judgment, of the Arizona Rules of Civil Procedure.
3. On January 1, 2022, Arizona became the first state in the nation to eliminate peremptory challenges, the ability of attorneys or parties to strike a proposed juror without stating a reason and without the court’s approval. Under new Arizona Supreme Court rules, potential jurors can be excluded only for cause, such as acknowledged or determined bias related to the participants or circumstances in a case. A distinguished panel of lawyers, judges and professors discuss the implementation and impact of the new rules so far with insight and perspective from individuals who supported the elimination of peremptory strikes and individuals who opposed the elimination of peremptory strikes.

Presented by: Civil Practice and Procedure Committee

Chair(s): Jessica J Fotinos, Patience T Huntwork

Faculty: Jessica J Berch, Timothy J Casey, Michael J Farrell, Pamela S Gates, Barry D Halpern, Patience T Huntwork, Paul J McMurdie, D D Metcalf, John D Napper, Suzanne Porter, John W Rogers, Jessica Salerno, Eshan Zaffar

Credits:
3.00 CLE Credit Hours

03:00 - 03:30
E-24 Disrupting the Legal Marketing Status Quo: Getting What You Need, Not What They Sell

Are you wasting time and money on cookie-cutter law firm marketing that doesn’t produce results? You deserve better. Define your goals, review your budget, and build a plan that meets your needs.

Walk away with the tools needed to:
• Define custom legal marketing goals
• Identify digital marketing strategies to meet those goals
• Determine the best way to invest your marketing budget

Vendor Sponsor: TOPDOG Legal Marketing

Faculty: Krista D Black

Credits:
0.50 CLE Credit Hours

03:45 - 05:15
W-58 Reimagining Lawyer Success: 5 Essential Habits for Living and Practicing Well

Success for most lawyers means recognition, respect and rewards – both financial and from serving others. But how happy and well are you? Recent landmark studies show that lots of lawyers suffer from work addiction, sleep deprivation, job dissatisfaction, work-life balance issues, and loneliness. What’s the solution? This program teaches you how to reimagine how you work and recharge your passion for practicing law. Learn five essential habits that will profoundly improve your practice and well-being. Come reconnect with each other and learn how to live and practice well!

What You’ll Learn:
1. How to improve your focus, memory, productivity and well-being as a lawyer
2. Why practicing “well” is critical to success in your life and work
3. Get the 5 Essential Practices for Living & Practicing Well

Presented by: Sole Practitioner and Small Firm Section

Faculty: Karen Clark

Credits:
1.50 CLE Credit Hours