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Live Cary | North Carolina Bar Center
Tuesday-Wednesday, October 22-23, 2019

Available formats

 

As a first-year attorney at PNA, the North Carolina Bar Association welcomes you into the profession. 

The North Carolina Bar Association is your home for the best continuing legal education, professional development, and networking.

Tuition is complimentary for NCBA Members who are newly licensed attorneys and required by the NC State Bar to take a PNA program. 

The Professionalism for New Attorneys (PNA) program features: 

  • Breakfast and Networking Lunch provided 
  • Book Sale to help you build your library of essential resources 
  • Professional Headshot for your social media pages and firm website bio 
  • Professionalism Oath issued by Judge Ridgeway
  • Year's Worth of CLE credit at no cost to you
  • The Power of Association | Newly licensed attorneys get complimentary NCBA membership through June 2021. NCBA membership benefits include membership in one of the NCBA’s 30+ sections and up to 12 hours of quality On Demand CLE from our Expert Series!

Click on the "In Depth" tab for tuition, location, hotel and speaker information.

Agenda
  • TUESDAY, OCTOBER 22, 2019
  • 8:25am | Registration and Continental Breakfast
  • 8:55 | Welcome and Introductions | Johnson
  • 9:00 | Why Professionalism is Important to You | Boone and Fonville
  • 10:00 | Overview of North Carolina State Bar | Perry
  • 10:30 | Inner Workings of the Law Office | Reach
  • 11:15 | Break and Book Sale
  • 11:30 | Technology and Your Responsibility to Your Clients | Reach
  • 12:30pm | Networking Lunch
  • 1:30 | Getting Lost in Our Own Lives | Borsman
  • 2:30 | Dealing with the Courts | Griffin
  • 3:30 | Break and Book Sale
  • 3:45 | What I Didn't Learn in Law School | Arthur, Bogues and Quick
  • 4:30 | Adjourn for the Day
  • WEDNESDAY, OCTOBER 23, 2019
  • 8:25am | Continental Breakfast
  • 8:55 | Welcome and Introductions | Bogues
  • 9:00 | The Attorney Client Relationship | Crawford and Scruggs
  • 10:00 | Ethics and Grievance Committees | Bartley and Brocker
  • 11:00 | Break and Book Sale
  • 11:15 | Pro Bono Service in North Carolina | Bart Mullikin and Mansour
  • 12:15pm | Networking Lunch
  • 1:15 | Trust Accounting Rules | Hodge
  • 2:15 | Financial Planning Strategies | Yanke
  • 3:15 | Break and Book Sale
  • 3:30 | A View from the Bench: Cases and Examples of Professionalism and the Challenges of Being a New Lawyer | Judge McGee and Judge Ridgeway
  • 4:25 | Professionalism Insight and Voluntary Oath | Judge Ridgeway
  • 4:30 | Program Adjourn
Product Information
Date Presented:
October 22, 2019 8:55 AM Eastern
Length:
1 day, 7 hours
Registration Fee:
Free
Professionalism for New Attorneys (PNA)

 

TUITION RATE. 

Newly Licensed NC Attorney $0
(NCBA Member and Required by the NC State Bar to take a PNA program*)


*NOTE:
 The NC State Bar requires full attendance at a Live or Webcast PNA program in order to receive CLE credit. A PNA program is required to be completed by:

•  12/31/2019 for those who pass the July 2018 and February 2019 North Carolina Bar Exam
•  12/31/2020 for those who pass the July 2019 and February 2020 North Carolina Bar Exam

Click here for the full NC State Bar rules and exemptions on PNA.

PROGRAM LOCATION. 


North Carolina Bar Center

8000 Weston Parkway, Cary, NC 27513 | 800.228.3402




HOTEL INFORMATION. Contact hotels directly for reservations at the special NCBA room rate. Rates are based on availability and may sell out. 


TownePlace Suites by Marriott
120 Sage Commons Way, Cary, NC 27513 | Driving Directions

  • Rates | $114 studio queen with sleeper sofa (Sunday-Thursday)
  • Reservations | 919.678.0005 (Please ask for the NCBA corporate rate)

Embassy Suites
201 Harrison Oaks Boulevard, Cary, NC 27513 | Driving Directions

  • Rates | $174 single/double
  • Reservations | Click here to book online (Group Code 2691626)

FULL AGENDA AND SESSION DESCRIPTIONS 

  TUESDAY  
  8:25-8:55am Registration and Continental Breakfast
  8:55-9:00

Welcome and Introductions | Johnson

Gain insight into your day and understand why the PNA program was created and is required for new lawyers and lawyers who are new to North Carolina (or have practiced law 5 years of less).

  9:00-10:00

Why Professionalism is Important to You* | Boone and Fonville

It is said your reputation precedes you and your word is your bond. In this dynamic session, hear from experts on ways you can ensure a positive, professional reputation.

  • Basic Concepts
    • Core Values
    • Citizen-lawyer model
    • Chief Justice’s Commission on Professionalism (CJCP)
    • Professionalism Support Initiative
  • Professionalism checklist
    • Importance of good reputation
      • Your word is your bond
      • Cannot succeed if you are not trusted
      • 5 year rule: the case won’t be remembered in 5 years but you will still be practicing with your fellow lawyers
      • Projecting a professional demeanor on social media
  • Respect for all
    • Dispute belongs to the client not the lawyer
  • Treat each client as most important in office
  • Personal Conflicts
    • Borrowing money from clients
    • Accepting gifts/giving gifts to clients
  • Admit lack of knowledge and seek help
  • Courtesy and Relationship Skills
    • Collegial and courteous relationships with other lawyers, courthouse personnel, administrative assistants, paralegals
    • Relationship skills for working with other lawyers, staff, and clients
  10:00-10:30

Overview of North Carolina State Bar* | Perry

Walk through a comprehensive understanding of the North Carolina State Bar and what is required of you.

  • Regulatory framework – Chapter 84 of the General Statutes and State Bar rules.
  • Obligations of membership
    • Dues
    • Continuing Legal Education (CLE) requirements
      • Return annual report form
      • Complete annual hours and triennial substance abuse/mental health hour
  • Reporting misconduct (Rule 8.3)
  • Responding to inquiries of State Bar
  • State Bar programs and committees including: LAP, IOLTA and CLE
  • Legal Specialization
  • Client Security Fund and Fee Dispute Resolution
  • Authorized Practice Committee and Administrative Committee
  10:30-11:15

Inner Workings of the Law Office* | Reach

Learn the basics of law office design including budgeting, case and file management, training and supervising employees and marketing. Obtain resources available through the NC State Bar, other organizations and the importance mentoring.

  • Getting a privilege license (distinction from law license)
  • Budgeting
    • Personal financial management (including managing educational debt while starting to practice law)
  • File management
    • Portable devices and media
  • Docket control and case management
    • Avoiding over commitment and setting realistic goals for caseloads.
  • Conflicts detection
    • Rules 1.7, 1.8, 1.9, 1.10
  • Training and supervision of employees
    • Rules 5.1, 5.2, 5.3
  • Advertising and marketing
    • Rules 7.1, 7.2, 7.3, 7.4, 7.5
  • Forms and their use
  • Office accounting
  • Mentoring and Role Models
    • Importance of seeking guidance from senior lawyers
    • Finding a mentor
    • How to be a good "mentee"
  • Resources of the State Bar and other organizations
  11:15-11:30 Break and Book Sale
  11:30-12:30pm

Technology and Your Responsibility to Your Clients‡ | Reach

Receive an overview of the technology necessary to build a law office support system and stories about the best and worst practices.

  • Assembling the infrastructure of a law practice
    • Overview of the technology necessary to build a law office support system
    • Resources for defining, acquiring, installing and integrating technology
  • Preview of technology’s impact on ethical responsibilities \
    • Confidentiality
      • Rule 1.6
      • Communications: email, Twitter, cell phones
      • Information storage: cloud computing
      • Photocopies and photocopiers
      • Metadata
      • Portable devices and media
      • Unsecure wireless networks/public computers/malware
      • Working in public spaces (e.g., airports, trains, restaurants)
    • Social Media
      • Ethical and professional requirements when marketing a law practice
      • Ethical and professional requirements when communicating with clients, judges, and 3rd parties
  • Conflicts control
    • Rules 1.7, 1.8, 1.9, 1.10
  • Risk of spoliation of evidence
  • Trust Accounting 
  12:30-1:30 Networking Lunch 
  1:30-2:30 

Getting Lost in Our Own Lives† | Smith

Your hard work has paid off and sometimes finding the harmony between work and personal time is difficult. Hear practical tips for successfully finding a balance, the hazards to watch out for and the resource available to help.

  • Substance abuse/mental health
    • Lawyers Assistance Program (LAP)
    • Statistics on lawyers
    • Relation to professional discipline
  • Secured leave policy
  • Setting boundaries (e.g., cell phone and email access) with clients and the office to preserve personal time
  2:30-3:30

Dealing with the Courts* | Griffin

In this highly engaging session, hear practical tips that will positively influence your presence in the courts.

  • Courtroom decorum
  • Rule 11
  • Local rules of court
  • Truth to all: court, opposing counsel, opposing parties, witnesses (Rule 3.3)
  • Disclose contrary authority
  • Do not advocate untenable positions
  • Do not waste the court’s time
  • In all things dealing with practicing law, "just because you can, doesn’t mean you should"
  • Setting realistic goals for your practice
  3:30-3:45  Break and Book Sale 
  3:45-4:30

What I Didn't Learn in Law School* | Arthur, Bogues and Quick

Although it’s an essential prerequisite that lays the foundation for practicing law, there are many skills that law school doesn’t teach you. Learn from members of our Young Lawyers Division as they share helpful tips acquired from real-world experience and provide other useful information that you can implement in your daily practice.

  4:30

Adjourn for the Day

  WEDNESDAY
  8:25-8:55am Continental Breakfast
  8:55-9:00 Welcome and Introductions | Bogues
  9:00-10:00

The Attorney Client Relationship* | Crawford and Scruggs

Begin the day with information on how to best manage the attorney-client relationship from a team of experts who share tips that lead to success and the pitfalls to avoid.

  • Getting a privilege license (distinction from law license)
  • Creation and termination
    • Choosing clients
    • Avoiding problem clients and schemes to take advantage of new lawyers in need of business
    • Decision-making and allocation of authority
  • Engagement letters and termination letters
  • Fees and fee agreements; billing
    • Rule 1.5
    • Appropriate ways to determine what to charge for a service
    • State Bar Fee Dispute Resolution
    • When fees must be refunded
  • Duties of diligence and communication
    • Rules 1.1, 1.3, 1.4
    • Tickler systems
    • Phone message systems
    • Client copies
  • The attorney-client privilege and confidentiality
    • In the context of current technology and the Internet, including social media
    • Inadvertent waiver by client when using email
    • Waiver by lawyer and failure to "claw back" upon discovery
  10:00-11:00

Ethics and Grievance Committees* | Bartley and Brocker

  • Understand the committees’ processes and results
  • Gain insight into statistics on the most frequent grievances
  11:00-11:15 Break and Book Sale
  11:15-12:15pm

Pro Bono Service in North Carolina* | Bart Mullikin and Mansour

Understand Rule 6.1 and your obligation for Pro Bono service, then learn how to get involved through your local and state bar associations to give back to the community.

  12:15-1:15 Networking Lunch
  1:15-2:15

Trust Accounting Rules* | Hodge

Whether you manage your own trust account or are in a firm where someone else handles it, you need to know how to manage it correctly. In this informative session, all aspects of the trust account are discussed.

  • Rule 1.15
  • Record keeping
    • Software
  • What is deposited in trust account vs. operating account
  • Supervision of personnel handling trust account
  • Personal injury settlements
  • Real estate transactions
  • Service as escrow agent
  • Random audit program
  • IOLTA
  2:15-3:15

Financial Planning Strategies* | Yanke

Learn key strategies that focus on managing undergraduate and law school debt when starting out, along with ways to plan for the future.

  3:15-3:30 Break and Book Sale
  3:30-4:25

A View from the Bench: Cases and Examples of Professionalism and the Challenges of Being a New Lawyer* | Judge McGee and Judge Ridgeway

Hear cases and examples of professionalism from a diverse, experienced panel of North Carolina judges considered to be role-models of professionalism and moral decision-making.

  4:25-4:30

Professionalism Insight and Voluntary Oath | Judge Ridgeway

  4:30 Program Adjourn

*Indicates portion providing Ethics/Professional Responsibility credit

†Indicates portion providing Substance Abuse/Mental Health credit
‡ Indicates portion providing Technology credit


FACULTY. 
Speaker Information
Lisa W Arthur  [ view bio ]
Kim Bart Mullikin   [ view bio ]
Dauna L Bartley  [ view bio ]
Jonathan M Bogues  [ view bio ]
Victor J Boone  [ view bio ]
Lanee Borsman   [ view bio ]
Douglas J 'Doug' Brocker   [ view bio ]
Troy G Crawford   [ view bio ]
Niya T Fonville  [ view bio ]
Denaa J Griffin  [ view bio ]
Leanor D B Hodge   [ view bio ]
Erika J Johnson  [ view bio ]
Nihad M Mansour   [ view bio ]
Chief Judge Linda M McGee  [ view bio ]
Savannah B Perry   [ view bio ]
S Wilson Quick   [ view bio ]
Catherine Sanders Reach   [ view bio ]
Judge Paul C Ridgeway  [ view bio ]
Mark A Scruggs   [ view bio ]
Patrick Yanke   [ view bio ]
Individual topic purchase: Selected
NC State Bar
Mandatory Continuing Legal Education (MCLE) and Certified Paralegal Education (CPE) (Total): 12.00
Ethics/Professional Responsibility: 11.00
Substance Abuse/Mental Health (SA/MH): 1.00
Technology Training: 1.00
Questions?
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