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The Florida Bar's LegalFuel Podcast

63 Episodes

64 minutes | Feb 27, 2023
Sharon Nelson and John Simek of Sensei Enterprises, Share Cybersecurity and Technology Advice for Small Firms
Regardless of practice area, attorneys handle and store a volume of confidential information that can make them attractive targets for hackers. Small firms can be particularly at risk because they are less likely to employ fulltime IT staff. Cybersecurity can feel like an overwhelming topic, but there are actionable steps that a small firm can implement to build data protection and prevent security breaches. In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome technology experts, Sharon Nelson and John Simek, of Sensei Enterprises, Inc., to discuss cybersecurity dangers and legal technology software. Sensei Enterprises, Inc. is a nationally known digital forensics managed information technology provider, and managed cybersecurity firm in Fairfax, Virginia. Sharon D. Nelson, Esq., is the President of Sensei Enterprises, Inc. and is the author of the noted electronic evidence blog, Ride the Lightning and is a co-host of the Legal Talk Network podcast series called “The Digital Edge: Lawyers and Technology” as well as “Digital Detectives.” She is a frequent author and speaker on legal technology, cybersecurity, and electronic evidence topics. She was the President of the Virginia State Bar from June 2013 – June 2014 and a past President of the Fairfax Law Foundation, and the Fairfax Bar Association. John Simek is the Vice President of Sensei Enterprises, Inc. and has a national reputation as a digital forensics technologist and has testified as an expert witness throughout the United States. He holds a degree in engineering from the United States Merchant Marine Academy and an MBA in finance from Saint Joseph’s University.  John holds the prestigious Certified Information Systems Security Professional (CISSP) certification, and the Certified Ethical Hacker (CEH) certification in addition to multiple other technical certifications. He is a past chair of the ABA TECHSHOW and a co-host of the Legal Talk Network Podcast Digital Detectives. He is a frequent author and speaker on legal technology, cybersecurity, and electronic evidence topics. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Technology CLE credit and 0.5 hour of Ethics CLE credit. Course # 7140.    REFERENCED RESOURCES:  Sensei Enterprises, Inc.   About Us  Articles  Podcast – Digital Detectives Podcast – The Digital Edge Services  Contact Sensei Enterprises, Inc.: 703-359-0700 The 2020 Solo and Small Firm Legal Technology Guide (eBook)  CISA – Cybersecurity & Infrastructure Security Agency LegalFuel: The Practice Resource Center of The Florida Bar 
59 minutes | Jan 30, 2023
Tech Expert, Bob Ambrogi, Shares Practice Management and Legal Technology Guidance
Making the most of your time is probably at the top of your list if you’re running a solo or small law firm. When you’re managing both the business side of your firm while also practicing law, your to-do list may quickly become overwhelming. Reducing repetitive tasks and streamlining your processes can be made easier with legal technology. That’s why choosing the right technology for your needs can be one of the most important decisions you will make. In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome legal technology expert, Bob Ambrogi, to discuss practice management software and legal technology trends. Bob Ambrogi is a lawyer and journalist who has been writing and speaking about legal technology and innovation for more than two decades. He writes the award-winning blog LawSites, is a columnist for Above the Law, hosts the podcast about legal innovation, LawNext, and hosts the weekly legal tech journalists’ roundtable, Legaltech Week. He is also cofounder of the LawNext Legal Technology Directory.In 2011, Bob was named to the inaugural Fastcase 50, honoring “the law’s smartest, most courageous innovators, techies, visionaries and leaders.” In 2017, he received the Yankee Quill award for journalism from the Academy of New England Journalists and was honored by the ABA Journal as a Legal Rebels Trailblazer. A graduate of Boston College Law School, Bob is a fellow of the College of Law Practice Management and past-president of the Massachusetts Bar Foundation. In his law practice, he represents newspapers and the news media. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Technology CLE credit. Course # 6942. REFERENCED RESOURCES:  Bob Ambrogi LawSites Above the Law LawNext Podcast Legaltech Week Podcast LawNext Legal Technology Directory The Florida Bar Member Benefits – Practice Management SoftwareLegalFuel: The Practice Resource Center of The Florida Bar Other Legal Tech Blogs: PinHawkTechnoLawyerLegaltech news 
47 minutes | Dec 26, 2022
Attorneys: Is Your Nonlawyer Staff Ethically Supporting you?
Many attorneys rely heavily on their nonlawyer staff to assist with the extensive workload that comes along with running a practice.  It is very easy to begin to lean on competent and experienced staff members to handle significant components of cases, but it is critical that attorneys have a clear understanding of the Bar Rules that address the appropriate roles of nonlawyers. In today’s episode host Jamie Moore welcomes back Florida Bar Ethics Counsel, Jonathan Grabb, to discuss guidelines for the roles of nonlawyers and the attorneys that supervise them. The Florida Bar Professional Ethics Committee has created the Legal Assistants and Nonlawyer Employees Ethics Informational Packet that addresses proper and improper activities of nonlawyer staff. If your questions or issues are not addressed in this episode, you can contact The Bar’s Ethics Hotline. Jonathan Grabb graduated cum laude from Florida State University’s College of Law in 2008 and became the Ethics Counsel for The Florida Bar in November 2021, after serving in the Ethics & Advertising Department for 8 years as an Assistant Ethics Counsel. Jonathan has fielded more than 20,000 calls on the ethics hotline, reviewed thousands of lawyer advertisements, and issued dozens of staff opinions. Prior to working at The Florida Bar, Jonathan was a Senior Attorney at the Agency for Persons with Disabilities.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Ethics CLE credit. Course # 6870.REFERENCED RESOURCES:  Rules, Ethics & Professionalism Legal Assistants and Nonlawyer Employees – Ethics Informational Packet Subject Index of Ethics Opinion Lawyer Regulation ABA Model Guidelines for the Utilization of Paralegal Services  
46 minutes | Nov 28, 2022
Pro Tips for Flying Solo
Have you ever considered starting your own law practice? It’s an appealing question – imagine being your own boss, setting your own schedule, and only accepting cases that you are excited about. There are certainly a lot of pros to starting your own practice, but for every pro, there are also several cons to consider. In today’s episode, host Jamie Moore welcomes Cristina Alonso of Alonso Appeals to discuss what it’s like to start and manage your own law practice. Cristina Alonso of Alonso Appeals is Board Certified in Appellate Practice by The Florida Bar. She handles appellate litigation in state and federal courts. She has handled over 100 appellate matters, including matters before the Supreme Court of the United States, the United States Court of Appeals for the Eleventh Circuit, the Florida Supreme Court, and all Florida district courts of appeal. She also works as an integral part of trial teams, having served as counsel at over 25 trials. Her work includes providing litigation support, including ensuring that issues are preserved for appellate review, and drafting and arguing complex pre-trial motions, case dispositive motions, jury instructions, and post-trial motions. Her work also includes developing innovative strategies for new and evolving theories of liability, representing individuals and corporations in high-stakes litigation, managing national and statewide litigation, and providing appellate consulting services to trial counsel. Her experience spans various practice areas such as complex business litigation, constitutional and civil rights, mass tort litigation, and products liability. She was honored by the Daily Business Review as the “The Most Effective Lawyer” in Appellate Practice of 2014 and as one of “The Most Effective Lawyers” of 2009 in Miami-Dade, Broward, and Palm Beach counties. She was recognized by The National Law Journal as one of the 40 Minorities under 40 of 2011. She also received the Florida Diversity Council’s 2012 Breaking the Glass Ceiling Award, was named a Top Lawyer in the South Florida Legal Guide 2013-2022, and was selected for inclusion in Florida Super Lawyers 2013-2022. Cristina currently serves as the Chair-Elect of the Solo and Small Firm Section of the Florida Bar, and as an appointed member of the Board of Governors. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course #6784. REFERENCED RESOURCES: Alonso Appeals Leadership Blog Publications Solo & Small Firm Section of The Florida Bar Section Website New Law Practice/New Office Checklist Choose a Corporate Structure Member Benefits Start a Law Firm Topics ABA Article: I’m Ready to Start My Own Law Practice – What Are the Pitfalls? Join the Florida Bar Lawyer Referral Service Wix LegalFuel
54 minutes | Oct 31, 2022
Florida Lawyers Assistance: Saving Lives and Livelihoods
We all know that the practice of law can be extremely stressful, and unfortunately, lawyers have consistently experienced higher rates of depression and substance abuse. Because of this, The Florida Bar’s Mental Health & Wellness of Florida Lawyers Committee continues to strive to bring awareness to the resources available to Bar members. One of the resources, Florida Lawyers Assistance, Inc., or FLA, provides confidential assistance through assessments, referrals, education, and support groups.  In today’s episode, hosts Christine Bilbrey and Jamie Moore, welcome Dan McDermott and Carol Parks, of Florida Lawyers Assistance. We discuss programs and services available to assist attorneys, judges, law students, and other legal professionals who may be impaired in their ability to function in a legal setting.  Dan McDermott was appointed Executive Director by the Florida Lawyers Assistance, Inc Board of Directors, effective June 15, 2020. Dan graduated from Yale University and The University of Iowa College of Law. Following a two-year clerkship with the Chief Judge of the US District Court for the Northern District of Iowa, Dan practiced law in Cedar Rapids for 5 years before moving to Washington, DC. He then began what is now a more than three decades-long stint as a lawyer in recovery. Dan worked in government relations in the financial services and technology sectors, before becoming Head of US Government Relations of Visa, the world’s largest electronic payment network. At FLA, Dan is responsible for overseeing day-to-day operations. The foundation of his work is assuring that members of Florida’s legal community receive compassionate interaction and appropriate counseling.  Carol Parks received her B.A. in Psychology from the Pennsylvania State University. She then became a Florida Certified Health Professional, received a Master of Science in Counseling from Nova University, and a Master of Business Administration from St. Leo University. She has worked tirelessly to educate and treat those suffering from addiction and mental health issues. From behavioral health technician to Chief Executive Officer of a 100-bed dual-diagnosis facility, Carol has the advantage of understanding all aspects of treatment from evaluation to aftercare, and from discovery to recovery.  This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Illness Awareness CLE credit. Course #6704.  REFERENCED RESOURCES:  Florida Lawyers Assistance Meetings & Events CLE Florida Bar Mental Health and Wellness Center Member Benefits Program: Mental Health and Wellness Florida Bar News: Group Provides Support for Working Mothers LegalFuel: The Practice Resource Center of The Florida Bar LegalFuel: Free CLE
54 minutes | Sep 26, 2022
Understanding Neurodiversity in the Practice of Law
Most of us at one time or another might have heard the saying, “great minds think alike.” Perhaps our colleagues have said it when collectively the same decision is made, or an exceptional idea is brainstormed in a group. But do great minds think alike, or do great minds think differently? In today’s episode, hosts Christine Bilbrey and Jamie Moore welcome Haley Moss, author of Great Minds Think Differently: Neurodiversity for Lawyers and Other Professionals. We discuss how having a better understanding of neurodivergence can help lawyers foster positive relationships with their colleagues and help them work more effectively with the clients they serve.   About Haley Moss: Diagnosed with autism at the age of three, Haley Moss’s parents were told that she might not ever finish high school or earn a driver’s license. Today she is a lawyer, neurodiversity expert, keynote speaker, educator, and the author of four books that guide neurodivergent individuals through professional and personal challenges. Haley is a consultant to top corporations and nonprofits that seek her guidance in creating a diverse workplace, and a sought-after commentator on disability rights and the Americans With Disabilities Act.The first openly autistic lawyer in Florida, Haley’s books include “Great Minds Think Differently: Neurodiversity for Lawyers and Other Professionals” (ABA Book Publishing; June 2021), “The Young Autistic Adult’s Independence Handbook” (Jessica Kingsley Publishers; November 2021), “A Freshman Survival Guide for College Students With Autism Spectrum Disorders” (Jessica Kingsley Publishers; October 2014), and “Middle School — The Stuff Nobody Tells You About: A Teenage Girl With High-Functioning Autism Shares Her Experiences” (AAPC Publishing; March 2010) Her articles have appeared in outlets including the Washington Post, Teen Vogue, GQ, Bustle, Fast Company, Law 360 Pulse, and the ABA Journal.Haley earned her law degree from the University of Miami School of Law with numerous honors. Admitted to the Florida Bar in 2019, she is the recipient of awards including the American Bar Association Solo, Small Firm, and General Practice Division’s Breaking Barriers Award (2021), D-30 Disability Impact List (2021), Road Less Traveled Award from Ms. JD (2020), Outstanding Self-Advocate Award from University of Miami — Nova Southeastern University Center for Autism & Related Disabilities (2018), and Publix Self-Advocate of the Year from the Palm Beach County Special Needs Advisory Coalition (2018).This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit including 1.0 hour of Mental Illness Awareness CLE credit. Course #6579. 
38 minutes | Aug 31, 2022
Grow Your Practice with The Florida Bar Lawyer Referral Service
The Florida Bar’s Lawyer Referral Service was created in 1972 to bridge the gap for individuals in need of legal services by referral method with licensed attorneys. The Lawyer Referral Service serves an important purpose in providing clients with an unprejudiced referral to a licensed attorney who has the experience and knowledge in the area of law suitable to the client’s legal needs.  In today’s episode host Jamie Moore welcomes Christine Bilbrey, to discuss how attorneys can become a member of the Bar’s Lawyer Referral Service to serve Floridians and grow their client base.  Christine Bilbrey is the Director of The Florida Bar’s Practice Resource Center, and one of the hosts of The Florida Bar's LegalFuel podcast series. In addition to the Practice Resource Center, Christine oversees all things related to the Lawyer Referral Service and is also the staff liaison for The Florida Bar’s Standing Committee on Mental Health and Wellness of Florida Lawyers. Christine holds a master’s degree in Business Administration and a bachelor’s degree in Legal Administration. She previously served as the principal firm administrator at area law firms in her hometown of Pensacola, Florida. Prior to joining The Florida Bar, Christine was a certified HR classroom and virtual trainer for the world’s largest credit union. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course # 6473.  REFERENCED RESOURCES:  The Florida Bar Lawyer Referral Service Lawyer Referral Service Office: 800-342-8011 LawyerReferral@FloridaBar.org Join the Lawyer Referral Service Lawyer Referral Service Membership Application Coverage Areas Lawyer Referral Service Rules The Rules Regulating The Florida Bar Chapter 8 LegalFuel: The Practice Resource Center of The Florida Bar
59 minutes | Aug 3, 2022
Managing Remote and Hybrid Law Firms: Lawyaw Edition
Remote and hybrid work arrangements are not new concepts for law firm managers, however the pandemic resulted in more firms acknowledging that remote and hybrid models do work and are worth investing in long-term.  According to a recent American Lawyer survey, “80% of firms have completed, or are currently developing, formal assessments of roles and individual workers to see if they were eligible for full remote work in perpetuity—beyond the pandemic.” In today’s episode host Karla Eckardt welcomes Garima Goswami and Andreas Becker, of Lawyaw, a Clio company, to discuss their eBook on managing remote and hybrid law firms. Garima Goswami is the Content Manager at Lawyaw. She is in charge of studying the current state and upcoming trends within the legal industry and creating content based on the findings. Previously, she worked as a content marketer in the finance automation industry focusing prominently on the digital payments sector; led crisis management and communication projects; and, worked as a journalist for print media before transitioning into SaaS marketing.   Andreas Becker is the Director of Business Development of Lawyaw at Clio. He has spent the last three and a half years working closely with thousands of legal professionals across the country to help streamline their practices. Prior to Lawyaw, Andreas practiced for several years as a personal injury and real estate attorney. He received his J.D. from the University of San Francisco School of Law, and a B.A. in Legal Studies from the University of California, Santa Barbara. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #6243. REFERENCED RESOURCES: Lawyaw, part of Clio eBook: Tips for Managing Remote and Hybrid Law Firms eBook: How to Implement Process Optimization at Law Firms Article: How Law Firms Can Reinvent Talent Acquisition and Retention Strategies Thomson Reuters: 2021 Report on the State of the Legal Market The American Lawyer Article: Most Lawyers and Staff Are Now Eligible for Hybrid Work Article: For Hybrid to Work Longterm, Law Firm Processes Need Refresh  ALA Legal Management Magazine: Let’s Make a Deal ABA Formal Opinion 483 Rules Regulating The Florida Bar 4-7.12(a)
50 minutes | May 30, 2022
You Can Strengthen Your Brain, Improve Your Memory, and Elevate Your Mood in 12 Minutes a Day
Back in the 1960s, doctors were not yet aware that physical exercise could improve cardiovascular health. Flash forward to today and scientists are proving that with the right mental training, we can change the structure of our brains resulting in improved memory, strengthened focus, better decision making, and even reduced stress and anxiety. Many of these studies have been conducted on groups of people who work in what are identified as “High-Demand” professions including soldiers and athletes. We know that the practice of law easily falls into this high-demand designation, so today we have brought in an expert to educate us on how we can integrate brain training into our lives in the same way we use a regular exercise program to strengthen our bodies.  Dr. Amishi Jha is a professor of psychology at the University of Miami. She serves as the Director of Contemplative Neuroscience for the Mindfulness Research and Practice Initiative, which she co-founded in 2010. She received her Ph.D. from the University of California–Davis and postdoctoral training at the Brain Imaging and Analysis Center at Duke University. Dr. Jha’s work has been featured at TED, NATO, the World Economic Forum, and The Pentagon. She has received coverage in the New York Times, NPR, TIME, and Forbes. She is also the author of the national bestseller, Peak Mind, Find Your Focus, Own Your Attention.This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Mental Illness CLE credit. Course #­­5975.REFERENCED RESOURCES: Amishi.com amishi.com/books/peak-mind
32 minutes | Apr 25, 2022
The Florida Bar Tech Helpline
In 2021 The Florida Bar Board of Governors launched a three-month beta test of a tech support helpline. After much success, the non-emergency Florida Bar Tech Helpline was added to the Member Benefits catalog in February 2022. The Tech Helpline offers routine remote services, including basic troubleshooting, operating system support, and technical setup for home and remote offices. In today’s episode host Christine Bilbrey welcomes Adriana Linares, owner of LawTech Partners, operator of The Florida Bar Tech Helpline. Adriana Linares is a legal technology consultant and trainer. She is a frequent speaker at national technology conferences and a regular contributor to legal blogs, publications, and podcasts. In 2013 she was selected as a Fastcase 50 honoree, recognizing “the law’s smartest, most courageous innovators, techies, visionaries, and leaders.” She served as Chair of the American Bar Association TECHSHOW 2017 and was profiled as a Legal Rebel Trailblazer by the ABA Journal in 2018. She is also the Technology & Practice Management Advisor of the San Diego County Bar Association. She has served as a technology consultant the Florida Bar Board of Governors and operates The Florida Bar Tech Support Helpline. This podcast has been approved by The Florida Bar Continuing Legal Education Department for .5 hours of General CLE credit including .5 hours of Technology CLE credit. Course #­­5911. REFERENCED RESOURCES: The Florida Bar Tech Helpline LegalFuel Technology Resources Technology CLEs 
40 minutes | Mar 28, 2022
Everything CLE: Requirements, Reporting, Records, Etc.
The Florida Bar’s Practice Resource Center gets a lot of questions about trust accounting and technology, but one of the most popular topics members contact us about is Continuing Legal Education (CLE). They want to know how to find our free CLEs, or they are having trouble posting credits, or they are confused about the CLE requirements. New attorneys have questions about the Basic Skills Course Requirements (BSCR) and more experienced attorneys are looking for courses to maintain their Board Certification status. So, to help us bring clarity to all things CLE, we have brought in the expert. In today’s episode hosts Christine Bilbrey and Karla Eckardt welcome Director of The Bar’s Legal Specialization and Education (LSE) Department, Maritza McGill, to discuss all things CLE. Maritza McGill is the Director of the Legal Specialization and Education (LSE) Department of The Florida Bar. Maritza graduated from The Florida State University and was a Program Administrator at The Florida Bar from 1982-1997. She returned to the Bar in 2012 as Assistant to the Director of LSE and in 2015 she was promoted to Certification Specialist. In 2018 Maritza became the Assistant Director of LSE and then in 2022, was named Director.  As the LSE Director, Maritza has oversight of the certification program, course accreditation and CLE/BSCR compliance of members. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1.0 hour of General CLE credit. Course #­­5877. REFERENCED RESOURCES: Florida Bar Member Portal Your CLE Records Florida Bar Continuing Legal Education On-Demand CLE Catalog General CLE Info & Requirements CLER Forms and Applications Petition for Removal of CLER Delinquency CLER FAQs Order CLE CD/DVD Products Basic Skills Course Requirement (BSCR) FAQs BSCR Forms and Petitions BSCR Phase 1: Practicing with Professionalism (PWP) BSCR Phase 2: Basic Courses Article: ABA CLEs Ineligible for FL CLE Credit LegalFuel Free CLEs
56 minutes | Feb 28, 2022
The Lawyer Discipline Process from Start to Finish
Disciplinary Actions are likely the most closely read section of each edition of The Florida Bar News. However, total discipline cases are actually on the decline. According to the Bar’s website, in a typical year, the Attorney Consumer Assistance Program (ACAP) receives over 16,000 requests for assistance; and only about 25% of those inquiries result in the opening of a disciplinary file. Last year 3,364 files were opened which resulted in only 318 Supreme Court Discipline cases. In today’s episode hosts Christine Bilbrey and Karla Eckardt welcome back Deputy Director of Lawyer Regulation, Patricia Savitz, to discuss The Florida Bar’s lawyer discipline process. If your questions or issues are not addressed, you can contact LegalFuel: The Practice Resource Center of The Florida Bar for guidance. Patricia Savitz has been with the Bar since 1997 and was previously Bar Counsel with the Orlando Branch of The Florida Bar where she handled all aspects of Bar disciplinary proceedings. She was recently promoted to Deputy Director for the Lawyer Regulation Department of The Florida Bar. Patti received both her undergraduate and her law degree from the University of Miami. Prior to working at the Bar, Patti was an Assistant Public Defender in the 20th Judicial Circuit in Fort Myers and was a Senior Attorney with the Department of Children and Families. She has done extensive appellate work including oral argument before the Fifth District Court of Appeal and the Florida Supreme Court. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Ethics CLE credit. Course #5838­­.  REFERENCED RESOURCES: The Florida Bar – Attorney Discipline Florida Bar Attorney Consumer Assistance (ACAP) Hotline 866.352.0707  The Rules Regulating The Florida Bar Chapter 3 Chapter 4 Chapter 5 LegalFuel: The Practice Resource Center of The Florida Bar
51 minutes | Jan 31, 2022
New Year, New Rules - an Ethics and Advertising Refresher
Every year, there are updates and changes to the Rules Regulating The Florida Bar and new Ethics Opinions. We are fortunate to have knowledgeable attorneys standing by on the Ethics Hotline responding to calls from our members. Because it’s a new year, we are going to discuss some of the changes that have recently gone into effect as well as review other important ethics and advertising rules. In today’s episode hosts Christine Bilbrey and Karla Eckardt welcome back Florida Bar Ethics Counsel, Jonathan Grabb, to review rules and opinions that members frequently have questions about. If your questions or issues are not addressed, you can contact The Bar’s Ethics Hotline or LegalFuel: The Practice Resource Center of The Florida Bar for guidance. Jonathan Grabb became the Ethics Counsel for The Florida Bar in November 2021 after serving the Ethics & Advertising Department for 8 years as an Assistant Ethics Counsel. Jonathan has fielded more than 20,000 calls on the ethics hotline, reviewed thousands of lawyer advertisements, and issued dozens of staff opinions. Prior to working at The Florida Bar, Jonathan was a Senior Attorney in the Agency for Persons with Disabilities. Jonathan graduated cum laude from Florida State University’s College of Law in 2008. In his free time, Jonathan enjoys going to the local rock-climbing gym with his wife and two daughters. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Ethics CLE credit. Course #­­5771. REFERENCED RESOURCES:  Florida Bar Ethics Hotline 800.235.8619 LegalFuel: The Practice Resource Center of The Florida Bar The Rules Regulating The Florida Bar Chapter 1 Chapter 4 Florida Bar Ethics Opinions Proposed Advisory Opinions Subject Index of Ethics Opinions List of Florida Ethics Opinions by Number Opinion 20-1 Opinion 21-1 Ethics Informational Packets Interstate Law Firms Florida Bar Unlicensed Practice of Law Program UPL Formal Advisory Opinions
53 minutes | Nov 29, 2021
Professional Etiquette in the Zoom Era
The Florida Supreme Court has partnered with the Bar to declare November “Legal Professionalism Month” and is asking members to rededicate themselves to the highest ideals of professionalism and civility in all they do.  To close out the month and as reference going forward, we thought we'd discuss how to navigate the new normal as it pertains to our virtual or socially distanced workplace interactions with colleagues and clients. In today’s episode hosts Christine Bilbrey and Karla Eckardt are joined by Mr. Manners himself, Thomas Farley, to discuss all our modern professional etiquette dilemmas.Thomas P. Farley is a keynote speaker, workshop leader, syndicated columnist, and TV commentator. His clients have included the United States Department of Commerce, the Estée Lauder Companies, JPMorgan Chase, the Walt Disney Corporation, Bank of America, the American Automobile Association (AAA), the U.S. Army, Viacom, Toyota, and UPS. Thomas is a regular and popular guest on the NBC Today show, where he fields questions on modern-day manners issues. In 2017, he debuted “Manners on the Move,” a special multi-part Today show series that examined incivility in America. His syndicated weekly column, “Ask Mister Manners,” appears in Tribune publications throughout the United States. His insights appear regularly in other media as well, including the Rachael Ray show, Inside Edition, Dr. Oz, the New York Times, the Los Angeles Times, Wired and Money magazines, USA Today, CNN, VH1, and ABC. Thomas is a graduate of New York’s Fordham University. He has been a guest lecturer at New York University’s School of Continuing and Professional Studies, and he edited the anthology “Modern Manners: The Thinking Person’s Guide to Social Graces.”This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Professionalism CLE credit. Course #5680. REFERENCED RESOURCES: Thomas P. Farley - Mister Manners Workshops Ask Mr. Manners The Florida Bar's Henry Latimer Center for Professionalism Legal Professionalism in the Electronic Age Best Practices for Professional Electronic Communication
61 minutes | Oct 25, 2021
Protecting Your Files: Understanding How to Securely Store & Share Files in the Cloud
Don’t let popular headlines fool you into thinking that only large firms with enormous bank accounts and ties to potentially criminal activity are at risk of cyberattacks. The reality is that firms small and large store client files full of confidential and personally identifiable information making them valuable targets to cyber criminals. October is Cybersecurity Awareness Month so this month’s episode will focus on one of the tenants of cybersecurity, protecting your files.     In today’s episode hosts Christine Bilbrey and Karla Eckardt are joined by Rick Stiles to discuss and demystify secure file storage and file sharing. They’ll also discuss basic cybersecurity practices that even solo and small firms can implement to secure the data they store and share in the cloud. If your questions or issues are not addressed, you can anonymously contact LegalFuel: The Practice Resource Center of The Florida Bar for guidance.  Rick Stiles is a communications technology veteran with decades of experience, Rick was Vice-President of some major telecom companies like HyperEdge and NA Communications, where he spearheaded and led the development of many innovative communications technologies, some of which are still commonly used today. As senior VP of Products and IP at AXEL, Rick brings real-world implementation and deployment experience with a deep understanding of networking disciplines. Rick has extensive expertise in the creation of intellectual property and is named in several significant U.S. patents including four current blockchain-specific pending patents.  This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #5660. REFERENCED RESOURCES:  LegalFuel Cybersecurity Resources  FTC’s Cybersecurity for Small Business  AXEL.org  AXEL Go, a secure cloud storage and file-sharing application  20% off Florida Bar Member Discount 
44 minutes | Sep 27, 2021
Is It Time to Outsource Your HR and Get Back to Practicing Law?
Here at the Practice Resource Center, we frequently get calls from lawyers who are thinking about starting their own firms and we explain that they will be doing two jobs: practicing law and running a small business.   In this latest episode, host Christine Bilbrey speaks with Amie Remington to discuss why law firms should consider outsourcing some or all their human resource functions.  Amie Remington is the Chief Legal Officer for Transport Leasing Contract Inc. of the TLC Companies, a 57,000-worksite employee Professional Employer Organization. Prior to this, she was General Counsel for fifteen years at a professional HR organization where she advised businesses on employment-related legal issues. Amie was a partner at the law firm of Bozeman, Jenkins & Matthews in Pensacola where she represented employers, management, and the State of Florida in all types of employment-related matters. Amie serves on the National Association of Professional Employer Organization’s Legal Advisory Committee and on the Florida Association of Professional Employer Organization’s Board of Directors.   This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit. Course #5585.   REFERENCED RESOURCES:  https://www.napeo.org/  https://www.fapeo.org/  Can Your Law Firm Work with a PEO?  Why Law Firms Should Outsource Human Resources Functions  Florida Lawyers Helpline Call 833-351-9355 
70 minutes | Aug 30, 2021
All Those Tech Questions You’ve Been Afraid to Ask
Today, practicing law requires a lot more technology know-how than in the past. Back in 2016, The Florida Supreme Court increased the number of mandatory CLE hours to include 3 in technology. We know that members are taking advantage of our large library of free CLE courses to get technology credit, but some lawyers have managed to successfully avoid actually using technology either by having support staff deal with it or by being very dependent on an IT specialist. In today’s episode hosts Christine Bilbrey and Karla Eckardt discuss frequently asked tech questions as well as the answers, solutions, and tips they would offer in response. If your questions or issues are not addressed, you can anonymously contact LegalFuel: The Practice Resource Center of The Florida Bar for guidance. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #5559. Visit the episode page on LegalFuel.com for referenced resources: https://www.legalfuel.com/all-those-tech-questions-youve-been-afraid-to-ask/
66 minutes | Jul 23, 2021
Why Initiatives to Retain & Engage Women Lawyers Improve the Profession for Everyone
“Attrition of women lawyers is one big obstacle to improving gender diversity at the top. When asked recently to identify major obstacles for women advancing to equity partner, 31% of the nation’s largest law firms said attrition. Nearly all (94%) reported that retaining women lawyers was a problem for the firm.” Law Practice Today  In this latest episode, hosts Christine Bilbrey and Karla Eckardt speak with Anne Brafford to discuss what the studies are telling us about the current state of women in the law, how firms can successfully retain and engage female lawyers, and how doing so improves the profession for everyone.   Anne Brafford is a former equity partner at Morgan, Lewis, & Bockius LLP and the founder of Aspire, an education and consulting firm for the legal profession. Anne is the Vice President of the Institute for Well-Being in Law, formerly known as the National Task Force on Lawyer Well-Being. She is the Chair and founder of IWIL’s Well-Being Week in Law. She was the Editor-in-Chief and co-author of the 2017 report of the National Task Force on Lawyer Well-Being. Anne is a past Chair of the ABA Law Practice Division’s Attorney Well-Being Committee. She created the ABA Well-Being Toolkit for Lawyers and Legal Employers and is the author of an ABA-published book titled Positive Professionals, which provides science-based guidance to law firm leaders for boosting work engagement for lawyers. Anne is nearing completion of her doctoral work in positive organizational psychology. Her research focuses on lawyer thriving, positive leadership, workplace well-being, work engagement, motivation, mental health, inclusion, and the retention and advancement of women lawyers.  This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Mental Illness Awareness credit. Course #5467. REFERENCED RESOURCES:  New Strategies For Engaging and Retaining Women Lawyers  Building Workplace Well-Being  Workplace Well-Being Handbook For Law Firms 2021 ($100.00) Review the Table of Contents to see all the helpful information that’s included. ABA Well-Being Toolkit for Lawyers and Legal Employers  Positive Professionals: Creating High-Performing Profitable Firms Through the Science of Engagement  Aspire: Helping Law Firms & Lawyers Thrive 
61 minutes | Jun 28, 2021
The Impact of Secondary Trauma in the Legal Profession
Helping others gives a lawyer’s work meaning but carrying the weight of their client’s stress and trauma can also exact a heavy toll on a lawyer’s well-being. Secondary trauma is caused when one is indirectly exposed to someone else’s trauma, and it can develop into secondary traumatic stress which manifests itself in ways that mimic PTSD. Secondary Trauma can especially affect lawyers, judges, and child advocates like Guardian ad litem that work in juvenile justice, criminal justice, and family law. The Florida Bar’s Mental Health and Wellness of Florida Lawyers Committee has been tirelessly working to destigmatize mental illness, recommend best practices and remedies, and help bring more balance into lawyers’ daily professional lives. In furtherance of this Bar-wide initiative, hosts Christine Bilbrey and Karla Eckardt speak with Dr. Erika Tullberg about the signs, symptoms, and causes of secondary trauma as well as ways to alleviate its impact on legal professionals. Dr. Erika Tullberg is an Assistant Professor at NYU's Langone Health’s Department of Child and Adolescent Psychiatry, where her work focuses on the trauma-related needs of children that have experienced maltreatment, and the related needs of their parents and the caretakers, staff and systems that serve them.  She is currently serving as the Associate Director of NYU’s NCTSN Center for Child Welfare Practice Innovation, which is developing and implementing trauma-informed child welfare practices in partnership with child welfare providers around the country. Dr. Tullberg earned her PhD at the City University of New York School of Public Health, her MPH at the Columbia University Mailman School of Public Health, her MPA at the Columbia University School of International and Public Affairs, and her BA at Columbia College.  She is also a foster and adoptive parent. This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Mental Illness Awareness CLE credit. Course #5313. REFERENCED RESOURCES:  Understanding Secondary Trauma: A Guide for Lawyers Working with Child Victims  The Florida Bar's Health and Wellness Center Secondary Traumatic Stress Scale  Proqol.com Pocket Card  Pocket Card PDF NCTSN: Secondary Traumatic Stress  NCTSN: The Resilience Alliance: Promoting Resilience and Reducing Secondary Trauma Among Welfare Staff – Participant Handbook  Relevant articles by Dr. Erika Tullberg  Taking an organizational approach to addressing secondary trauma in child welfare settings  The Essential Role of Supervisors in Addressing Secondary Traumatic Stress
41 minutes | May 24, 2021
A Pocket Guide to Social Media
Social media platforms have become ubiquitous marketing tools. According to a report by the Interactive Advertising Bureau and conducted by PwC, social media advertising revenues reached $41.5 billion in 2020, which is nearly 30% of all internet advertising revenue. So, how can Florida lawyers leverage social media to create impactful advertisements while ensuring compliance with Florida Bar ethics rules?  To help answer this question, hosts Christine Bilbrey and Karla Eckardt speak with Jesse R. Butler about The Florida Bar Young Lawyers Division’s (YLD) Social Media Pocket Guide, a handbook created in collaboration with the Ethics and Advertising Department of The Florida Bar in an effort to assist Florida lawyers in complying with the rules governing lawyer advertising.  Jesse R. Butler has served as the Chair of the YLD Technology Committee since 2019. He graduated from the University of Florida Law School and is a partner at Dickinson & Gibbons in Sarasota. He is Board Certified in Appellate Practice and has handled appeals throughout Florida, in Federal court, and he is also admitted to practice in the U.S. Supreme Court. Jesse was a member of the inaugural class of The Florida Bar Leadership Academy. He previously served as President of the Sarasota County Bar Association’s Young Lawyers’ Division after serving for several years on the board as a director and he is also the Chair of the Twelfth Judicial Circuit Grievance Committee. In 2020, Jesse was re-elected to his third term on the Board of Governors for The Florida Bar Young Lawyers Division, where he represents the Twelfth Judicial Circuit.   This podcast has been approved by The Florida Bar Continuing Legal Education Department for 1 hour of General CLE credit including 1 hour of Technology CLE credit. Course #5027.  REFERENCED RESOURCES:   YLD's Social Media Pocket Guide  Advertising Regulation and Information Page of The Florida Bar  Handbook on Lawyer Advertising and Solicitation  Quick Reference Checklist – Targeted Social Media  Advertising Guidelines for Networking Sites  Florida Ethics Opinions Search 
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