As the year comes to a close, there are a number of things both large and small firms need to think about, one of these things being insurance policies. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Chip Trefry about end of the year insurance planning for lawyers. They discuss what types of insurance lawyers should think about, including health and cyber insurance, and the details of group coverage and tax benefits.
Earl “Chip” Trefry is the owner and CEO of Member Benefits, a full-service insurance and financial services organization.
The 2017-2018 Constitution Revision Commission (CRC) is the third of its kind in Florida history. In this episode of The Florida Bar Podcast, host Christine Bilbrey talks to Mary Adkins, author of the book Making Modern Florida: How the Spirit of Reform Shaped a New Constitution (University Press of Florida, 2016). Professor Adkins has researched the history of the 1968 Florida Constitution and its revisions. Florida is the only state in the nation that offers a process for individuals to speak directly to Commissioners to propose constitutional amendments that could potentially be placed onto Florida’s 2018 General Election ballot for voter consideration.
Mary Adkins is the director of Legal Writing and Appellate Advocacy and a Master Legal Skills Professor at the University of Florida Levin College of Law.
As Hurricane Irma swept through Florida, it left a number of lawyers stranded without their usual resources so the providers of The Florida Bar’s member benefits stepped up, offering free services and access to resources during this time of need. In this episode of The Florida Bar Podcast recorded at the 2017 Clio Cloud conference, host John Stewart talks to ServeManager’s Trent Carlyle, Fastcase’s Ed Walters, Clio’s Andrew Gay, and Ruby Receptionist’s Austin Lindsey about their products and what their companies are providing to those affected by hurricane Irma. For more details on what services are being provided, see the list below or check out The Florida Bar’s website.
Trent Carlyle is the CTO and co-founder of Lawgical, parent company of ServeManager.
Ed Walters is the CEO and co-founder of Fastcase, an online legal research software company based in Washington, D.C.
Andrew Gay is a Stanford graduate who was hired by Clio initially as a Support Specialist in 2015, and is now responsible for the leadership and vision of Clio’s Partnerships team.
Austin Lindsey is the corporate concierge at Ruby Receptionist.
The Attorney Consumer Assistance Program (ACAP) receives around 19,000 to 20,000 calls a year regarding a plethora of complaints like fee disputes or lack of communication. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Shanell Schuyler, director of ACAP, about the most common complaints her office receives and how lawyers can avoid being the cause of these complaints. She also discusses how to handle payment disputes and what to do if clients refuse to pay.
Shanell Schuyler is director of the Attorney Consumer Assistance Program (ACAP) and Intake Department of The Florida Bar.
The practice of law can be filled with stress and conflict that can have a harmful impact on a lawyer’s wellness. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Scott Rogers about using mindfulness as a way to maintain well-being as a lawyer. They discuss what mindfulness is not, how it affects the brain, and why mindfulness is relevant to lawyers specifically. They also explore the impact of technology on people’s well-being.
Scott Rogers is founder and director of the University of Miami School of Law’s Mindfulness in Law Program where he teaches Mindful Ethics, Mindful Leadership, and Mindfulness in Law and he co-founded the University of Miami’s Mindfulness Research & Practice Initiative.
Did you know that the Practice Resource Institute (PRI) provides free resources for Florida Bar members? Many Florida attorneys don’t realize the scope of what the PRI offers. In this episode of The Florida Bar Podcast, host Christine Bilbrey talks to Scott Westheimer about the future of the PRI, the benefits of being a member, and how the program has grown. They also talk about both the Program Evaluation Committee and the Member Benefits Committee, what they are, and how they function within The Florida Bar.
Scott Westheimer is a partner at Syprett, Meshad, Resnick, Lieb, Dumbaugh, Jones, Krotec & Westheimer and currently serves as the chairman of the Communications Committee and serves on the Executive Committee, Program Evaluation Committee, Technology Committee, and Strategic Planning Committee with The Florida Bar.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, host Barbara Leach talks to Tom Julin, Dana McElroy, Rick Ovelmen, and Howard Wasserman about the First Amendment, including a couple relevant cases and the potential impact of the Trump administration.
Barbara Leach is the managing attorney of Barbara Leach Law, PL. She practices family law, consumer bankruptcy, and civil litigation.
Tom Julin is a partner at Gunster Yoakley & Stewart and has litigated free speech issues of almost every type in Florida and around the country.
Dana McElroy is a partner in Thomas & LoCicero’s Fort Lauderdale office. She practices at the trial and appellate levels, handling a wide range of matters involving media and communications law.
For more than 30 years, Richard J. Ovelmen has practiced constitutional, land-use, local government, media, class action, and intellectual property law.
Professor Howard Wasserman teaches civil procedure, evidence, federal courts, civil rights, and First Amendment at Florida International University.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, special guest host and future president-elect of The Florida Bar Michelle Suskauer interviews current president and president-elect Bill Schifino and Michael Higer. In their discussion they share experiences, advice, and priorities for this coming year, including a focus on health and wellness.
Michelle Suskauer is a West Palm Beach Criminal Lawyer and an AV Preeminent rated attorney by Martindale-Hubbell.
Bill Schifino is managing partner of Burr & Forman LLP’s Tampa office and a board-certified specialist in the area of business litigation.
Michael Higer is a partner of Berger Singerman’s Dispute Resolution Team and is an experienced litigator and trial lawyer who has devoted his practice to commercial litigation and civil trial work.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, host Jonathon Israel talks to Joe Corsmeier about social media and the ethical considerations lawyers need to make when using it. They discuss conflicts of interest, maintaining separate professional and personal accounts, and how to effectively use social media to market your legal practice.
Joseph Corsmeier is an AV-rated attorney practicing in Clearwater, Florida.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, special host Michael Higer talks to Judge Michelle Sisco, Richard Levenstein, Stephen Ware, Dean Cannon, and Brian Fitzpatrick about the Constitution Revision Commission and its potential proposals. They cover the selection process for judges and term limits.
Michael Higer is a partner of Berger Singerman’s dispute resolution team and is an experienced litigator and trial lawyer who has devoted his practice to commercial litigation and civil trial work.
Judge Michelle Sisco sits in the 13th Judicial Circuit Court in Tampa, Florida, and is the incoming chair of The Florida Bar’s Constitutional Judiciary Committee.
Richard Levenstein is the past vice chair of the Constitutional Judiciary Committee and a charter original member of the committee.
Stephen Ware is a professor of law at the University of Kansas where his interests include judicial selection, alternative dispute resolution, commercial law, and private law generally.
Dean Cannon is the executive vice president and statewide chair of government affairs at GrayRobinson.
Brian Fitzpatrick is a professor of law at Vanderbilt Law School. His research at Vanderbilt focuses on class action litigation, federal courts, judicial selection, and constitutional law.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, host Liz McCausland reviews updates in the field of bankruptcy with Barbara Leach. They dive into topics like exemptions, debt payment using credit cards, and student loan dischargeability.
Barbara Leach is the managing attorney of Barbara Leach Law, PL. She practices family law, consumer bankruptcy, and civil litigation
Liz McCausland is an experienced attorney and Supreme Court Certified Circuit Civil Mediator.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, host Laurence Colletti reviews updates in the field of employment with Kevin Johnson, including a couple specific cases and how they’ve affected the law. They include Schaefer v. Walker Bros, Mercedes-Benz v. International Union, UAW, and other cases that dive into topics like telecommuting, arbitration agreements, and overtime rules.
Kevin Johnson is a labor and employment law attorney with the law firm of Thompson Sizemore Gonzalez & Hearing in Tampa, Florida.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, host Laurence Colletti reviews updates in the field of criminal law with Denis deVlaming, including listing a couple specific cases and their effect on the law. Some of these cases include Hurst v. Florida, Miller v. Alabama, and other cases that dig into topics like racial bias and the obtaining of blood samples.
Denis deVlaming is a criminal defense lawyer. He is board certified in criminal law and has been approved by the Florida Bar to give Continuing Legal Education seminars on every aspect of the criminal trial.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, hosts Christine Bilbrey and Jonathon Israel talk to Suzanne Clark and Park McManis about electronic discovery and digital evidence. Their discussion includes why it’s important for lawyers to know about e-discovery and resources for those interested in using e-discovery, including the Association of Certified E-Discovery Specialists.
Suzanne Clark concentrates her legal practice in commercial and business litigation and cybersecurity law.
Parke McManis is an attorney, MBA, Relativity Certified Administrator (RCA), and Certified E-Discovery Specialist (CEDS).
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, hosts Christine Bilbrey and Jonathon Israel talk to Wayne Bell about the advantages of making a website homepage more relatable. They discuss the need for personality and human connection even if it is through a screen.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, hosts Christine Bilbrey and Jonathon Israel talk to Christine Falcicchio, Ian O’Flaherty, and Tara Cheever about their new apps created specifically for lawyers. These apps that assist with things like evidence presentation and document review, are among other easy-to-use technology that can be used by lawyers in court.
Christine Falcicchio is a principal at Strut Legal, Inc. She has been managing the creation of eBrief projects since 2005.
Ian O’Flaherty is the founder and CEO of LIT SOFTWARE, LLC which has designed and developed the leading and award-winning legal specific apps available for iPad: TrialPad, TranscriptPad, and DocReviewPad.
Tara Cheever is the product manager at LIT SOFTWARE, LLC.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, host Jonathon Israel talks to Richard Granat about having a secure client portal as part of your law firm website. They also discuss how, in order to achieve success in a competitive market, law firms have to take advantage of technology that enables them to reach customers that weren’t previously served.
Richard Granat is a lawyer and a recognized expert on the delivery of legal services over the internet.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, hosts Christine Bilbrey and Jonathon Israel talk to Lawrence Kunin and Serge Jorgensen about data security breaches and the legal implications of such a breach. They also discuss the ethical obligations of an attorney in regards to data security, as well as signs that reveal when a firm has been breached.
Larry Kunin is a partner in Morris Manning & Martin’s Litigation practice and serves as chair of the firm’s Data Security and Breach practice.
Serge Jorgensen is president and a founding partner of the Sylint Group. He provides strategic guidance and active oversight in computer security.
In this episode of The Florida Bar Podcast from the 2017 Annual Florida Bar Convention, host Christine Bilbrey talks to Jacey Kaps, Chip Trefry, and Scott Reid about how having cyber and data protection can be just as important as locking your door. They discuss insurance options and prevention methods, including training staff to identify and handle potential threats.
Jacey Kaps is a partner and executive committee member at Rumberger, Kirk & Caldwell.
Earl “Chip” Trefry is the owner and CEO of Member Benefits, Inc., a full-service insurance and financial services organization.
Scott Reid is currently the national director of cyber insurance for Gallagher Affinity Insurance Services and the executive director for the American Cyber and Data Security Alliance.
This year’s coverage of the 2017 Annual Florida Bar Convention kicks off with host Christine Bilbrey talking to keynote speaker Chief Justice Jorge Labarga about what's included in his speech. The main topic is maintaining open lines of communication between branches of government. They also discuss extending term limits for supreme and appellate court judges and role of the Constitutional Revision Commission.
Jorge Labarga is a Justice of the Florida Supreme Court, taking office on January 6, 2009. On June 30, 2014, he was sworn in as Florida’s 56th Chief Justice and the first Cuban-American to hold the post.
The 2017 Annual Florida Bar Convention is fast approaching, taking place on June 21-24 at the Boca Raton Resort. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Melanie Griffin, chair of the Annual Convention Committee, about what this year’s convention will look like including technology CLEs, president showcase seminars, and networking opportunities in the form of nightly receptions. They also discuss the different activities planned for the kids that tag along with their parents which involve lots and lots of ice cream. Tune in for details on the new registering process for those interested in attending.
Melanie Griffin is the Tampa Office Managing Shareholder of the Dean Mead Law Firm. In this position she has achieved multiple courtroom and settlement victories including championing commercial litigation, intellectual property, and labor and employment issues for Florida businesses.
Running a law firm entails a lot more than practicing law; it involves marketing, employee management, and utilizing analytics. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Evan Parker, managing director at Lawyer Metrics, about the four common issues he sees law firms struggling with: the business behind law, hiring the right person the first time, managing employees, and lack of diversity. He shares how Lawyer Metrics typically aids with these challenges and how analytic data can be used as a factual foundation to guide toward solutions.
Dr. Evan Parker is managing director of Analytics & Research at Lawyer Metrics, LLC. He is an expert in using large-scale data to produce business insights and inform strategic decision-making.
Chances are, you’re at least vaguely familiar with the term “virtual lawyer”, but what is a virtual lawyer and what does it mean to move your practice online? In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Richard Granat about what a virtual law practice looks like, the major drivers in the switch to online services, and the learning requirements of making your own practice a virtual one. To clarify, technology should be used in conjunction with a traditional practice rather than lawyers simply disappearing behind a screen. According to Richard, legal professionals should establish their business model and find the online resources to meet their particular needs rather than simply diving into technology.
Richard Granat is a lawyer and a recognized expert on the delivery of legal services over the internet. He has served as Co-Director of the Center for Law Practice Technology, Florida Coastal School of Law.
Ediscovery is an industry that is constantly shifting and evolving as technology changes. In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to electronic discovery expert William Hamilton about using ediscovery and how the legal industry is adapting to growing technology. Their discussion includes the different ediscovery products available, sanctions, interactions with social media, and resources you can use to keep up with all aspects of ediscovery.
William Hamilton is an electronic discovery expert. He is currently the executive director of the UF Law E-Discovery Project and International Center for Automated Information Retrieval.
What if there was a way to practice law and only spend five dollars a day running your business? Would you believe it? In this episode of The Florida Bar Podcast, hosts Christine Bilbrey and Jonathon Israel talk to Rick Georges, a solo practitioner practicing in St. Petersburg, Florida, about how he uses technology to run his business effectively and cheaply. Some of his methods are as simple as using software to take care of administrative tasks, like switching to online banking. In their discussion, they also talk about security measures that those using technology need to take, like encrypting emails and protecting accounts with two-factor identification.
Rick Georges is a solo practitioner, practicing in St. Petersburg, Florida. He is active in the St. Petersburg Bar Association, Florida Bar, and American Bar Association, and presents seminars and programs on the use of computers in the practice of law.