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Young Lawyers Section: Connections

September 1, 2019/in September 2019

Andrew Steffensen
is President of the Greensboro Bar Association’s Young Lawyers Section and is an attorney with Schell Bray PLLC.

The Young Lawyers Section is excited to kick off the 2019-2020 year!  We have several events planned, and we are excited about incorporating new activities into our schedule of events.

Backpack Beginnings

Our first charitable event this year will be a partnership with Backpack Beginnings to fill backpacks as part of the Comfort Backpack Program.  These backpacks will offer care, comfort, and basic necessities, including blankets, stuffed animals, books, hygiene products, school supplies, and more.  The backpacks will be provided to abused/neglected, homeless, foster, and refugee children in Guilford County.  This is always a very fun and rewarding event.  We will be meeting on Thursday, September 12 at 3:30 pm at Backpack Beginnings, 3707-D Alliance Drive, Greensboro, NC 27407.  To RSVP for this event, please email me at asteffensensen@schellbray.com.

Networking and Happy Hour

Immediately following the Backpack Beginnings event, we will convene at Fat Dog’s Grille and Pub.  If you can’t attend the Backpack Beginnings event, please plan to meet us at Fat Dog’s from 5:45-8:00 pm.  We will provide the drinks and some light snacks.   

Swearing-In Ceremony

YLS is planning on holding a swearing-in ceremony for newly licensed attorneys in early October. The date of the swearing-in ceremony will be announced once it is confirmed.  As always, we encourage all members of the GBA to join us and support our newly licensed attorneys.  If you are a newly licensed attorney or you know a newly licensed attorney who would like to participate, please e-mail Kristen Redman at kredman@tuggleduggins.com to receive the application materials. The application materials should be available by mid-September.

Connect with Us

Do you have an idea for a YLS event? Please let us know!
E-mail me at asteffensensen@schellbray.com to share your ideas.   

Do you want more information about upcoming YLS events or to find out how you can get involved?  Check out our website at www.greensboroyls.org. Also follow us on Facebook (Greensboro Bar Association’s Young Lawyers Section). Email Gabe Synder at gabegsnyder@gmail.com to get on our email list.  We look forward to connecting with you!

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Brooks Pierce Partner Appointed to University of North Carolina Board of Visitors

September 1, 2019/in September 2019

Bob Saunders

Brooks Pierce partner and University of North Carolina alumnus Bob Saunders was recently appointed to the UNC Board of Visitors. His four-year term begins July 1.

The board of visitors is an active group of volunteers, assisting the board of trustees and chancellor in activities that help advance the university, including public relations, government relations and fund raising. The board of visitors’ members serve as ambassadors, informing members of their communities about what is going on at UNC and, in turn, keeping the administration informed about what is being said about the university.

Saunders focuses his practice primarily on tax-exempt organizations, both charitable and non-charitable, and counsels them on issues related to governance, tax, restructuring and tax-exempt financing. He has been listed in The Best Lawyers in America© in Nonprofit/Charity Law as well as Tax Controversy Law since 2010. Saunders is a former board chair for the Chapel Hill-Carrboro Chamber of Commerce and is currently the board vice chair for the Carol Woods Retirement Community. He is a long-time lecturer for the master of public affairs program at UNC Greensboro and is a regular speaker on tax and nonprofit law matters.

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Attorney Manisha P. Patel Honored as Virginia Tech Commencement Speaker

September 1, 2019/in September 2019

In May 2019, Attorney Manisha P. Patel was honored as the Virginia Polytechnic Institute and State University (Virginia Tech) Department of Economics 2019 Commencement Speaker. Attorney Patel holds a Bachelor of Arts in Economics and a Bachelor of Arts in History from Virginia Tech.  Patel spoke to the Class of 2019 and not only spoke of her journey from a fourteen-year-old declaring to her family that she was going to be a lawyer but also provided three areas of advice for the graduates to hold onto as they leave their undergraduate years.  First, Patel asked the graduates to know and value their education.  Second, Patel spoke to the notion of GRIT, Angela Duckworth’s trait that is defined as “the passion and perseverance toward a goal despite being confronted by significant obstacles and distractions,” and described the challenges of law school and eventual struggles with the NC bar exam.  Finally, Attorney Patel spoke to the university motto, “That I May Serve,” as one of her lifelong moral guideposts for her professional and personal lives.

Virginia Tech Department of Economics Chair, Sudipta Sarangi, Attorney Manisha P. Patel, Dean of the College of Science at Virginia Tech Sally Morton

Full speech can be viewed at the following links:

Part 1: https://youtu.be/Cvj-iJ6rcWI

Part 2: https://youtu.be/AZOEVHMGcWo

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GBA/24th JDB Announces NEW Email Address

September 1, 2019/in September 2019

New address must be added to your contacts (whitelisted).

The new email address for GBA and JD24 is admin@greensborobar.org.

To ensure all members of GBA and JD24 are able to receive emails containing dues and election notices, event registrations and announcements, immediate steps must be taken:

  1. Copy admin@greensborobar.org and paste in your contact list.
  2. Ask your IT department to whitelist admin@greensborobar.org and the following URLs from Constant Contact (GBA’s third-party email provider):
    • constantcontact.com
    • r20.rs6.net
    • rs6.net
    • s3.amazon.com
    • files.ctctcdn.com
    • files.constantcontact.com

If the program allows IP addresses, have your contact add this Constant Contact IP address to the whitelist:

208.75.120.0/22

Please contact Diane Lowe, GBA and JD24 Administrator should you have any questions.

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Message from the President, September 2019

September 1, 2019/in September 2019
Eric A. Richardson President, Greensboro Bar Association

Eric A. Richardson
President, Greensboro Bar Association

Welcome back, Colleagues!  The Greensboro Bar Association is back from summer break and we are planning an exciting year for our members.

Before I share some of those plans with you, I feel it appropriate to acknowledge the profound loss to our legal community that occurred on August 3, 2019 when the Honorable Tom Jarrell passed away.  We not only lost our Chief District Court Judge, but we also lost a model public servant, a wonderful person and a friend.  We will miss Judge Jarrell and on behalf of the Greensboro Bar Association, we extend our heartfelt condolences to his wife, Cindy, and his three sons: Thomas, Robert and David.

The beginning of this Greensboro Bar Association year comes with a reminder to all that we are now the 24th Judicial District.  And to coincide with our new district number, the Greensboro Bar Association will soon introduce a new website.  We are putting the final touches on the website and expect to send all members specific directions about how to claim your listing and add your practice areas to your profile.  When you receive this email, please take a few moments to browse the site and its many functions.  A special thank you is in order to Diane Lowe for her persistence in making this new website a reality!

While I look forward to serving as your President this year, I can’t do this job without your help.  So, my first request of each member of the Greensboro Bar is to reach out to me and the Board with your feedback and suggestions about how we can serve you better than ever before.

As our year gets started, we will hit the ground running.  At press time, we are finalizing plans for a few events in September.  On September 3, 2019, the GBA, with the help of Kearns Davis, will greet a delegation of lawyers from Haiti who will be observing court in Greensboro.  All members are welcome to join us in the newly renovated “lawyers lounge” on the second floor of the courthouse in Greensboro.  Details will be emailed to members.  Next, our monthly meeting will be a luncheon at Greensboro Country Club on September 19, 2019, with a special presentation from BarCARES.  We are also organizing a membership outing on September 20, 2019 to the Community Theatre of Greensboro to enjoy a presentation of the Broadway hit musical, “Memphis.”  We hope you will take the opportunity to join us as we step back in time to 1950’s Memphis, Tennessee, where singing and dancing surround serious social justice themes.  Look for an email about how to get your tickets.

With the help of my Board Members and Committee Chairs, we plan to emphasize three goals this year: (1) providing pro bono and community service opportunities for members seeking to meet our ethical recommendations of annual service, (2) improving member camaraderie by emphasizing monthly membership socials and recruitment outings for members and potential members, and (3) building upon previously successful educational programs to provide affordable, quality CLE programs all year long.  We hope you will see the value of your membership in these goals as well as the monthly meeting opportunities.

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Greensboro Bar Association 2019-20 Leadership Directory

September 1, 2019/in September 2019

Greensboro Bar Association

2019-20 Officers and Board of Directors

    OFFICE

      NAME

   PHONE

       EMAIL

President

Eric A. Richardson

336-971-8209

eric@erlaw-nc.com

President-Elect

Lisa W. Arthur

336-378-5318

larthur@foxrothschild.com

Immediate Past President

Hon. Teresa H. Vincent

336-412-7800

teresa.h.vincent@nccourts.org

Secretary

L. Nicole Patino

336-325-7565

lpatino@vt.edu

Treasurer

Desmond G. Sheridan

336-609-5135

desmond@isaacsonsheridan.com

Director (2020) 1st

Gerald L. Walden, Jr.

336-217-4636

geraldwalden@thefreshmarket.net

Director (2020) 1st

Adam G. Kerr

336-500-7599

adam@kerrlawnc.com

Director (2020) 1st

Karen McKeithen Schaede

336-333-7907

kschaede@connorsmorgan.com

Director (2021) 1st

J. Grant Sigmon

336-273-6323

grant@sklawnc.com

Director (2021) 1st

Allie Petrova

336-310-1210

petrova@petrovalaw.com

Director (2021) 2nd

Abigail E. Peoples

336-275-6003

abigail@apeopleslaw.com

Director (2022) 1st

Rosetta Davidson Davis

336-373-7796

rosetta.davidson@greensboro-nc.gov

Director (2022) 1st

Chelsea Anderson Peele

336-579-0166

canderson@cordelllaw.com

Director (2022) 2nd

Hon. Marcus A. Shields

336-412-7740

marcusallenshields@gmail.com

Committee Chairs

Awards and Recognitions

Jim Bryan

336-373-1600

JBryan@nexsenpruet.com

Manning Connors

336-632-2231

manning.connors@syngenta.com

CLE

Lisa Arthur

336-378-5200

larthur@foxrothschild.com

Community Involvement

Molly Hilburn-Holte

336-412-7777

Molly.A.Hilburn-Holte@nccourts.org

Brennan Aberle

336-379-0539

brennanaberle@gmail.com

Elon Liaison

Jennifer Mencarini

336-279-9254

jmencarini2@elon.edu

Elementary School Project

Erin Reis

336-851-8066

erin.d.reis@hud.gov

Adam Kerr

336-500-7599

adam@kerrlawnc.com

Health & Wellness

Nicole Patino

336-325-7565

lpatino@vt.edu

Karen McKeithen Schaede

336-333-7907

kschaede@connorsmorgan.com

Herb Falk Society

Manisha Patel

336-333-2244

manisha.p.patel@gmail.com

High Point Bar Liaison

Erik Hamner

336-587-9573

erhamner@hotmail.com

History and Archives

Mark Gaylord

336-273-1797

markgaylordlaw@gmail.com

Larry Moore

336-379-0123

lmoore@ymmlaw.com

Holiday Party

Grant Sigmon

336-273-6323

grant@sklawnc.com

Abigail E. Peoples

336-275-6003

abigail@apeopleslaw.com

Judicial Liaison

Hon. Michelle Fletcher

336-412-7800

kimberly.m.fletcher@nccourts.org

Lawyers Lounge Liaison

Hon. Michelle Fletcher

336-412-7800

kimberly.m.fletcher@nccourts.org

Legal Aid Fundraiser

Hillary M. Kies

336-645-3322

hkies@turningpointlit.com

Ashleigh M. Greene

336-373-1600

agreene@nexsenpruet.com

Membership, Recruit & Retain

Chelsea Anderson Peele

336-579-0166

canderson@cordelllaw.com

Hon. Marcus A. Shields

336-412-7740

marcusallenshields@gmail.com

Memorials

Richard Gabriel

336-275-9381

rgabriel@gbwlaw.com

Newsletter

Allie Petrova

336-310-1210

petrova@petrovalaw.com

Nominating

Hon. Teresa H. Vincent

336-412-7800

teresa.h.vincent@nccourts.org

Public Relations

TBD

Second Chance Project

Rosetta Davidson Davis

336-373-7796

rosetta.davidson@greensboro-nc.gov

Eliu F. Mendez

336-316-1190

emendez@aglinett.com

Section Heads

Family Law

Megan E. Spidell

(336) 907-7047

megan@spidellfamilylaw.com

Real Property

Durant M. Glover

336-273-9794

dmglover@bellsouth.net

Young Lawyers

Andrew D. Steffensen

336-370-8823

asteffensen@schellbray.com

Office

Administrator

Diane Lowe

336-378-0300

admin@greensborobar.org

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GBA Annual CLE Save The Date

September 1, 2019/in September 2019

Save the Date for our GBA Annual CLE on Technology and Data Privacy

When: February 20, 2020

Where: Starmount Country Club

Time: Afternoon before the GBA member dinner

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Wellness Corner

September 1, 2019/in September 2019

 

Walk. Run. Hike. Bike. Swim.

Move around.  It is that easy and feels good.

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Volunteer at Potter’s House

September 1, 2019/in September 2019

Volunteers are needed to serve food to the less fortunate at the Urban Ministry’s Potter’s House.

Shifts are from 9:00 AM to 12:30 PM. Dates to be announced soon.  This is a great opportunity to give back to the community in the company of fellow bar members.

Please email Molly Hilburn-Holte at molly.a.hilburn-holte@nccourts.org if you are able to help. Write POTTER’S HOUSE in the subject line.

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J. Michael Thomas Returns to Solo Practice

September 1, 2019/in September 2019

J. Michael Thomas announces that he has returned to solo practice effective July 1, 2019, following the dissolution of Sparrow Dennis & Medlin PA.

Mr. Thomas will continue to represent clients in commercial litigation, with an emphasis on construction law, and in local land use and code enforcement issues, save and except for the Towns of Oak Ridge and Pleasant Garden, for whom he serves as town attorney.

301 S. ELM STREET, NO. 301

GREENSBORO, NORTH CAROLINA 27401

PHONE 336.580.7055   FAX 336.360.3111

Email: mthomas@jmtlawgso.com

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Sign Up for 2019-20 GBA Committee Service

September 1, 2019/0 Comments/in Newsletter, Old Newsletter Articles, September 2019

If you would like to serve on a GBA committee for the 2010-20 FY, please indicate up to three preferences by placing 1, 2 or 3 by your choices below (1 being your 1st choice, etc.).  If you currently serve on a committee and would like to continue, we ask that you also complete and return this form.

2019-20 GBA Committee Service Form (PDF)

Committee Descriptions

Awards & Recognitions-Researches and makes recommendations to the Executive Board for annual awards, award recipients, and member recognitions.

Community Involvement-Recommends community service projects to the Association to adopt and runs such projects.

CLE-Plans and presents the Association’s CLE programs for the coming year; expands and enhances the number of CLE offerings of GBA.

Elementary School Project-Arranges a program or project for benefit of students to enhance interest in learning; coordinates the holiday Elementary Book drive for each student to receive the gift of a book.

Herb Falk Society-Serves as a conduit for attorneys to quantify their pro bono services and be recognized for such efforts by carrying the designation as a Herb Falk Fellow. The terms and conditions that will govern this initiative will be recommended by this committee and accepted by the Association before it is instituted.

Health & Wellness-Recommends a health & wellness project for the GBA to adopt and implements such project.

High Point Bar Liaison-Plans events and collaborative projects with the High Point Bar.

History & Archives-Conducts interviews with senior members of the Association; preserves GBA history and records.

Holiday Party-Decides on location, prepares invitations, plans menus, prizes and entertainment for the annual holiday party.

Legal Aid Fundraiser-Identifies a fundraiser project to benefit Legal Aid of NC, and organizes the event.

Membership-Recruits, retains, and engages members through information, involvement in GBA committees and events, and membership meetings.

Memorials-Monitors newspaper obituaries and contacts members regarding deceased members; arranges for notice to members for special seating if funeral (if applicable); arranges to present memorial to the family at a membership meeting; maintains archives.

Newsletter-Publishes 9 issues per year, sends notices to officers and committee chairs, solicits/ writes articles, advises and assists with publication of directory.

Nominating-Presents a slate of candidates for new officers and 3 new directors for the upcoming year, to be presented to the Executive Committee in March, published in the newsletter, and voted on at the April Business Meeting of the Association.

Public Relations-Serves as a liaison between the news media and the GBA, promotes the publication of good news about GBA and its members in the news media, and updates the GBA website and blog.

The Second Chance Project-The GBA’s Signature Pro Bono project, which assists Legal Aid referred clients in obtaining expunctions of criminal records

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Reid Phillips Receives Chief Justice I. Beverly Lake Jr. Public Service Award

September 1, 2019/in September 2019

Brooks Pierce managing partner Reid Phillips was honored by the North Carolina Bar Association (NCBA) with its 2019 Chief Justice I. Beverly Lake Jr. Public Service Award (Lake Service Award). The award was presented at the NCBA’s annual meeting in Asheville, North Carolina.

The Lake Service Award recognizes an outstanding lawyer who has performed exemplary public service and who has made significant contributions to the legal profession. Phillips was nominated by the Past Presidents’ Council and unanimously selected by the NCBA Board of Governors.

2019 Chief Justice I. Beverly Lake Jr. Public Service Award recipient Reid Phillips

A trial lawyer for more than 40 years, Phillips represents large companies in complex business disputes. He was named managing partner of Brooks Pierce in 2016. Phillips has given generously of his time to the advancement of the legal profession. Over his career, he has served as a member of the North Carolina Board of Law Examiners and chair of the NCBA’s Strategic Planning and Emerging Trends Committee. He has chaired the NCBA’s Young Lawyers Division and served on the association’s board of governors and executive committee. He was recently elected as a vice president of the NCBA.

Phillips has served as chair of the Community Foundation of Greater Greensboro, chair of the Greensboro YMCA board of directors, and chair of the War Memorial Commission, which oversees the Greensboro Coliseum complex. He also has been chair of the board of directors for the Green Hill Center for North Carolina Art, and a member of the board of the Weatherspoon Art Museum Association. He counts among his most satisfying projects his involvement in the creation of the Greensboro Aquatics Center, planning and construction of the LeBauer Park, and the expansion of the Haw River State Park.

Among his previous awards and recognitions, Phillips has received Leadership Greensboro’s Denise E. Maleska Leadership Service Award and the Greensboro Bar Association’s Distinguished Service Award. In 2017, North Carolina Lawyers Weekly named Phillips one of its “Leaders in the Law.” He has also been recognized by The Best Lawyers in America, North Carolina Super Lawyers, Business North Carolina’s “Legal Elite,” Chambers USA and Benchmark Litigation, and he is a member of the American College of Trial Lawyers.

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Connors Morgan Announces New Associate

September 1, 2019/in September 2019

Jonathan Michael Parisi

Connors Morgan is proud to welcome its newest employee—Jonathan Michael Parisi.  Jonathan joins us as an Associate Attorney after graduating from Elon University School of Law. He concentrates his practice in the areas of general business, contracts, and commercial real estate, and is nearing completion of his Master of Business Administration degree from Elon University. We celebrate with him and welcome him to the Connors Morgan team!

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Stell: Wellness Comes in All Sizes

September 1, 2019/in September 2019

Camille Stell is President and CEO of Lawyers Mutual Consulting & Services. Continue this conversation by contacting Camille at camille@lawyersmutualnc.com or 800.662.8843.

Wherever lawyers and legal professionals are gathered, you will find stressful and challenging places to work. Fortunately, there is more awareness of wellness programs and solutions than ever before. Wellness can show up in a new product, tool, app, or practice.

Here are a few of my wellness solutions that are helping me manage stress.

I am loving my Teknion height adjustable desk. As I write this column, I am actually standing. It’s a great way to move around more during the day from the standard “sit in front of my computer” pose. I find that standing at my desk works my core and keeps me more mindful of my posture. If your budget doesn’t allow for a height adjustable desk, make your own. Stack some items on your desk and raise your keyboard or buy a less expensive height adjustable converter.

My Fitbit died in 2018, and I finally bought a new one a few weeks ago. I bought the Fitbit Charge 3 and I love it. This advanced fitness tracker does so much more than track my steps, it monitors heart rate, all day calorie burn, all day activity tracking, reminders to move, sleep tracking, touchscreen, and smartphone notifications. I find I move more during the day with the reminders set to get me out of my seat (or my standing position) every hour.

While I don’t feel I’ve mastered meditation, I am practicing much more frequently. I enjoy the Headspace App and I can set a reminder to mediate for a few minutes at an appointed time during the day. While I do this infrequently, it is a nice calm in the middle of a busy afternoon. With a little trial and error, I have found my best time to mediate is before bed. I use the Insight Timer App. Insight Timer has more free meditations than most other Apps I have tried. There are guided meditations, music, timed mediations, and courses. While there is a free trial on the home page of the App, simply scrolling down and tapping opens 24,000 free mediations that are designed for specific purposes such as dealing with anxiety, boosting your self-esteem, or improving your sleep.

It seems that everyone is Marie Kondo-ing their clutter, and I’m not immune to the challenge. In May, Lawyers Mutual moved offices, all the way across the parking lot from Weston II to Weston I. I love our new space. It is light filled and modern. The best part of the move was also the hardest part, the office purge. We had multiple purge parties this year as we continue to move towards being a paperless office. I don’t think Warren Savage will mind me sharing, but Warren and I love our paper. And our offices were full of it. On bookshelves, the desk, the table, the floor. We had paper everywhere. And I can’t speak for Warren, but I was not that person who could say, “I know where everything is.”

I actually knew where nothing was. I could never find anything. That fabulous manuscript I wanted to go back to and reference? No clue where to find it. That great article that I printed and hole punched and considered putting in a notebook? Nope, can’t find that either. The hotel registration I printed out just in case? Beats me.

The purge was painful. At one point, I had to stop looking at the paper (because I wanted it all) and just start tossing it in the blue recycle bins. And on my many trips to the bins, I most often found Warren standing there with his papers in hand, also trying to decide whether to let go. On one of my trips, Warren was standing there with his BARBRI study guides. Yes, you read that correctly, his BARBRI STUDY GUIDES. From 1996. The good news is that both Warren and I Kondo-d our space. He released the study guides, as I released tons of paper and clutter into the recycle bins, the trash cans, and the donate boxes.

I’m benefiting from less paper and it is directly related to my wellness. As I was forced to get my electronic files in good order and pare the paper down to the necessities, the resulting calm not only made my office look better, it made me feel better. My workspace is more of an oasis than a Bermuda Triangle and I feel calmer and more in control.

I’m a fan of time management tips, articles, and books. My writing coach, Daphne Gray-Grant, recently wrote about a process for establishing a shutdown ritual, her way of transitioning out of the workday. As she describes it, her shutdown routine focuses on tasks that require low energy, don’t need a lot of brainpower, help with organization, and allow her to feel ready to take a break from her work at the end of a busy day. Her ritual is written on a clipboard beside her keyboard and includes eight steps. It generally takes her 30 minutes at the end of her day. Her steps include things such as responding to her coaching class members, responding to social media, tracking product sales, and reviewing bank accounts.

My newly established shutdown ritual involves 4 steps: update my calendar, eliminate Post-It notes by doing the task or moving it to my calendar, update my “to-do” list and schedule my “3 most important things” for the following day. I plan my shutdown ritual for the last 30 minutes of my day. It allows me to leave the office feeling in control of my desk and knowing that when I walk in the next morning, I won’t start the day overwhelmed.

It should not be surprising, but these wellness solutions feel great. I hope you will take some time to determine what wellness solutions you can apply to your professional and personal life.

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2018 NC Pro Bono Honor Society

July 19, 2019/in May 2019 Issue

Four attorneys from Black, Slaughter & Black have been named to the 2018 North Carolina Pro Bono Honor Society: Emily Meister, Jennifer Ruby, Jim Slaughter, and Harmony Taylor. The Greensboro Bar Association is pleased to recognize their service.

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Mix & Mingle Highlights

July 19, 2019/in May 2019 Issue
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Young Lawyers Section: Connections

July 19, 2019/in May 2019 Issue

As we wrap up the year, we want to thank those of you who have been faithful in attending the YLS events.  We encourage those of you who have been missing to make a return next year and we hope you will bring new attorneys to help them find their roots in the legal community in Greensboro.  The year has been eventful for all of us and I have high hopes for next year.  We will soon be welcoming in a whole new group of attorneys.

These last couple months have been busy and exciting.  Please take note of the events that have passed and those that are to come.

Trivia night with the HPBA

The Second Annual Bar Association Trivia Battle occurred on Tuesday, April 9, 2018 at WiFi Wine Bar & Shoppe.  Thanks to everyone who came out.  Greensboro brought home the trophy and it was a team of young lawyers who made it happen! Great job, ladies and gentlemen!

Young Lawyers Division

NCBA Young Lawyers Division hosted Brews for the Greater Good on April 17, 2019 at Bearded Goat.  It was one of the most successful Brews for the Greater Good events so far!

Swearing-In Ceremony

YLS is pleased to announce that we will be holding a second Swearing-In Ceremony this year for the new attorneys who passed the February Bar! The event will be May 23, 2019, and we will cap it off with the end of the year celebration. The application packets will be available on the YLS Facebook and website when the final details are completed.  We hope to see you there! Please inform any young attorneys you know of the event.

End of Year Celebration

Our annual end of year celebration will be held on May 23, 2019, from 5:00p.m. to 7:00p.m at Horigan’s House of Taps.  Please come out and celebrate the end of the year with us!

If you want more information about upcoming YLS events or to learn how you can get involved,  visit our website at www.greensboroyls.org, e-mail us (info@greensboroyls.org), or follow us on Facebook (Greensboro Bar Association’s Young Lawyers Section). You can post fun events there, too!

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Profile of an Internal Fraudster

July 19, 2019/in May 2019 Issue

Today we hear about fraud from every direction. We stay on high alert for scams concerning our work email or fraud on our personal debit or credit cards. For the second time in six months, my bank has sent me a text message alerting me to fraud on my debit card. When I check my online bank statement, I see that my bank has detected the fraudulent activity and they have already reversed the charges by the time I connect with them. The biggest inconvenience is waiting to receive a new debit card after the fact, but this is a small price to pay knowing that my bank is being vigilant about fraud on my behalf.

The Association of Certified Fraud Examiners, the world’s largest anti-fraud organization, released their 2018 Report to the Nations. Here are some of their conclusions after examining 2,690 cases of occupational fraud in 125 countries involving 23 industry categories from January 2016 – October 2017:

  • Median period of time fraud occurred before being caught – 16 months
  • Median amount of loss – $130,000
  • 22% of cases involved losses of $1 million+
  • Tips are by far the most common initial detection method at 40%, compared to 15% by internal audit and 13% by management review. Employees provide over half of the tips.
  • Small businesses lost almost twice as much per scheme to fraud – $200,000 in median loss for businesses with fewer than 100 employees, compared to $104,000 median loss in businesses with 100+ employees
  • Fraudsters who had been with their company longer stole twice as much – employees with more than 5 years tenure took a median of $200,000, compared to employees with less than 5 years tenure took $100,000 median
  • Internal control weaknesses were responsible for nearly half of frauds
  • Companies with anti-fraud controls were associated with lower fraud losses and quicker detection
  • Only 4% of perpetrators had a prior fraud conviction
  • Over the past 10 years, occupational fraud referrals to prosecution declined 16%. The top reason for non-referral was fear of bad publicity.
  • A majority of victims recovered nothing

Unfortunately, law offices are not immune to employee theft. Consider these red flags that could apply to lawyers or staff who are taking money from the firm:

Personal

  • Undergoing known financial difficulties
  • Divorce or other major life changing events
  • Unexpected change in behavior
  • Instability in their life circumstances
  • Past employment related problems
  • Past legal problems
  • Living beyond their means or an excessive lifestyle
  • Desire for personal financial gain
  • Excessive family or peer pressure for success

Professional

  • Unusually close relationship with vendors or clients
  • Serves as primary contact with law firm bank and payroll vendor
  • Often makes tasks more difficult than necessary perhaps to obfuscate or reduce transparency
  • Overly protective about their workspace
  • Prefers to work unsupervised, after regular work hours or frequently takes work home
  • Complains about lack of authority or a micro-managing work environment
  • Complains about inadequate pay
  • Complains about excessive work pressure and stress
  • Reluctance to take vacations or extended time away from the office
  • Reluctance to delegate or allow assistance from others

Personality Traits

  • Control issues manifested in such ways as an unwillingness to share duties or asking fellow employees not to go through their mail or work product while they are out of the office
  • Excessive secrecy or trust issues
  • Irritability, suspiciousness or defensiveness
  • Confrontational when challenged
  • Tells lies, even about unimportant items
  • Unreliable
  • Cuts corners or bends the rules
  • Tends to shift blame and offer excuses

Law firms often fail to see the red flags. Lawyers sometimes delegate tasks that are associated with finances, billing, receivables, ordering supplies and maintaining bank and payroll company relationships. As a result, there are missed opportunities to detect or prevent fraud. Also, as employers fail to respond to red flags, the fraudster often feels more emboldened to continue the fraud and often in increasing measures. First, the target is the petty cash fund, then payroll or the trust account.

Steps to Prevent Employee Fraud

  • Create a positive work environment that encourages employees to follow established policies and procedures
  • Implement internal controls and proper checks and balances
  • Screen potential employees carefully – use pre-employment background checks, use a respected recruiting firm, check references
  • Educate your employees on trust account guidelines
  • Reconcile firm accounts regularly
  • Have the firm’s financial statements sent directly to managing attorney
  • Perform random audits
  • Rotate job duties
  • Require dual signatures on checks
  • Do not allow signature stamps to be used
  • Implement mandatory vacation policy
  • Offer to assist employees who are experiencing stress or difficult times (programs may be offered through your insurance program such as Employee Assistance Programs or wellness programs)
  • Obtain employee dishonesty insurance coverage (Adam Pierce at Lawyers Insurance Agency can assist)
  • Trust your instincts

Recognizing red flags and being willing to act on them could save your law firm money and even more importantly, your law license.

Camille Stell is the President of Lawyers Mutual Consulting & Services. Continue the conversation by connecting with Camille at camille@lawyersmutualconsulting.com or 800.662.8843.

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New Member

July 19, 2019/in May 2019 Issue

Approved April 10, 2019

Nicole Sarah Mueller
Legal Aid of North Carolina
Endorsed by Edward R. Sharp

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Message from the President, May 2019

July 17, 2019/in May 2019 Issue
Hon. Teresa H. Vincent

Greetings!

It is hard to believe that our meeting year is almost over. As they say, “all good things must come to an end.”

I would like for you all to know that it has been a pleasure to serve as your president this meeting year. After the loss of my husband in May of 2018, it was unclear whether my loss would hamper my ability to lead this great organization. As it turns out, the opportunity to serve as your president was just as my late husband and I thought it would be. You see, we discussed whether I should accept the nomination of president once the opportunity was presented. At that time, we knew his prognosis was quite grim. However, given my personality type, we agreed that having this challenge could be cathartic if he transitioned from this earthly life to his heavenly life. As expected, I found my experience to be fulfilling and therapeutic. I truly believe that our talents and abilities are meant to be utilized in serving others.

It has been an honor and privilege to create opportunities with the goal of offering great value for your membership.

I would be remiss if I did not thank Diane Lowe and an amazing board of Directors, as well as committee chairs and committee members, for their leadership and contributions throughout this meeting year. We made great strides by providing two free Continuing Legal Education sessions in the fall and spring, as well as our Annual C.L.E. Seminar. We raised well over $20,000.00 for Legal Aid of North Carolina, donated books for the students attending Jones Elementary, served as volunteers for the Potter’s House, recognized several members for their accomplishments in the legal profession and/or community, provided opportunities to walk in the Human Race and/or donate blood to the Red Cross, and were triumphant over the High Point Bar Association in the Battle of the Bars Trivia competition. The year was not without challenges. However, we resolved one of our major challenges regarding where to host our lunch meetings by securing the Greensboro Country Club, which is conveniently located to downtown.

In closing, I would like to thank each of you for allowing me the opportunity serve as your president for the 2018-2019 meeting year. It has been an honor and privilege to create opportunities with the goal of offering great value for your membership. I wish our incoming president, Eric Richardson, and his leadership team great success in the upcoming year. I hope you will join us for the final gathering planned for this meeting year. We invite each of you to celebrate the end of our year with food and fellowship at a Greensboro Grasshoppers game scheduled in May 2019.

With Warmest Regards,
Teresa H. Vincent

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