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Two competitors pulling a rope

Join some of the top ethics lawyers in Arizona as they explain, with wit and wisdom, recent amendments to the Ethical Rules (that all lawyers should know).

Presenters Lynda Shely, Keith Swisher, Don Wilson, Denise M. Quinterri, and Patricia Sallen will explain various different ethical considerations and updates over the past few years. This panel will also focus on ethical issues of managing and running a law office.

In the afternoon, the run really begins with an entertaining audience-involved game of “Firm Feud” to test your ethical knowledge (yes, there will be prizes) about ethical billing, what the rules permit for law firm marketing, common reasons for bar complaints (and claims), and what could cause your disqualification in litigation. This will be a great time and learning experience for all those who attend.

The state bar of Arizona does not approve or accredit CLE activities for the mandatory continuing legal education requirement.  This activity may qualify for up to 6.00 hours toward your annual CLE requirement for the state bar of Arizona, including 6.00 hour(s) of professional responsibility.

Register Here

 

Presenters:

Denise M. Quinterri

Denise M. Quinterri’s practice focuses on ethics and professional responsibility. She represents lawyers in State Bar proceedings and applicants in the Character and Fitness process, consults on ethics issues, provides opinion letters, and assists in fee disputes. Prior to her private practice ethics work, Ms. Quinterri served as Bar Counsel for the State Bar of Arizona.  She is highly experienced in lawyer discipline, having personally handled over 500 bar complaints.  She understands various aspects of the practice, having worked at a large law firm, a small to mid-size law firm, as a solo attorney, and for a non-profit, quasi-governmental organization.

Ms. Quinterri is licensed to practice law in Arizona and Texas.  She is a member of the Association of Professional Responsibility Lawyers (“APRL”). She has served as President of the Horace Rumpole Inn of Court, on the Volunteer Lawyers Program (VLP) Advisory Committee, on various APRL committees, and on the fee arbitration committee in Texas.  She has been recognized as the VLP “New Attorney of the Year” and by the Arizona Foundation for Legal Services and Education as one of the “Top 50 Pro Bono Attorneys of Arizona.”  In 2006, she was a recipient of the Foundation’s Mark Santana Award for Exceptional Contributions in Law-Related Education.  In 2010, she received a Commendation for Outstanding Service to the Cause of Criminal Justice from the Arizona Attorneys for Criminal Justice (“AACJ”).  She is rated AV® Preeminent™ by Martindale-Hubbell.  For more information, see: www.azethicslaw.com

 

Patricia Sallen: 

Patricia has taught so many continuing-legal-education seminars that she vcould make a fortune selling extra ethics CLE credits to lawyers. (That’s a joke, people. It would be unethical to do that.)

Paricia spent almost 15 years with the State Bar of Arizona. Her last title was Director of Special Services & Ethics/Deputy General Counsel. She spent the last decade of her time with the State Bar as its ethics counsel, which means that, among other duties, she advised lawyers on resolving ethical dilemmas and served as counsel to the State Bar Committee on the Rules of Professional Conduct.

She served as expert consultant for the Arizona Supreme Court’s most recent ethical-rules review effort.

She is a current (and charter) attorney member of the Arizona Supreme Court’s Attorney Regulation Advisory Committee, which the court created to help it, as the court’s website says, “on issues relating to attorney regulation.” What’s attorney regulation? Discipline, admissions, ethics and the other day-to-day rules lawyers live by.

She is also a current member of the American Bar Association’s Center for Professional Responsibility CLE and Policy Implementation committees.

Before Patricia became ethics counsel, she worked as a bar counsel in the State Bar’s Lawyer Regulation Office, investigating and, if necessary, prosecuting ethical rule violations.

Patricia wrote the chapter on ethics in the State Bar’s Arizona Attorney’s Fees Manual and was an editor and writer for the new edition of the State Bar’s Arizona Legal Ethics Handbook.

She has taught professional responsibility as an adjunct professor at the Arizona State University Sandra Day O’Connor College of Law as well as lecturing on ethics at the University of Arizona James E. Rogers College of Law and Arizona Summit Law School.

She understands the real world of law practice. She has worked in big firms and as a sole practitioner, focusing on media and intellectual property law and civil and appellate litigation, and has served as a settlement judge pro tem.

 

Lynda Shely

Lynda C. Shely, of The Shely Firm, PC, Scottsdale, Arizona, provides ethics advice to over 1300 law firms in Arizona and the District of Columbia on a variety of topics including conflicts of interest, fees and billing, trust account procedures, lawyer transitions, multi-jurisdictional practice, ancillary businesses, and ethics requirements for law firm advertising/marketing.  She also assists lawyers in responding to initial Bar charges, performs law office risk management reviews, and trains law firm staff in ethics requirements.  Lynda serves as an expert witness and frequently presents continuing legal education programs around the country.  Prior to opening her own firm, she was the Director of Lawyer Ethics for the State Bar of Arizona.  Prior to moving to Arizona, Lynda was an intellectual property associate with Morgan, Lewis & Bockius in Washington, DC.   Lynda received her BA from Franklin & Marshall College in Lancaster, PA and her JD from Catholic University in Washington, DC.

Lynda was the 2015-2016 President of the Association of Professional Responsibility Lawyers.  She serves on several State Bar of Arizona Committees, and as a liaison to the ABA Standing Committee on Ethics and Professional Responsibility.  She is an Arizona Delegate in the ABA House of Delegates.  Lynda has received several awards for her contributions to the legal profession, including the 2007 State Bar of Arizona Member of the Year award, the Scottsdale Bar Association’s 2010 Award of Excellence, and the 2015 AWLA, Maricopa Chapter, Ruth V. McGregor award.  She is a prior chair of the ABA Standing Committee on Client Protection and a past member of the ABA’s Professionalism Committee and Center for Professional Responsibility Conference Planning Committee.  Lynda was the 2008-2009 President of the Scottsdale Bar Association.  She has been an adjunct professor at all three Arizona law schools, teaching professional responsibility.

 

Keith Swisher

Keith Swisher is an ethics expert and consultant at Swisher P.C. and the former associate dean of legal scholarship and faculty development at Arizona Summit Law School (Phoenix School of Law).

Prof. Swisher teaches professional responsibility and torts, serves as ethics counsel and expert witness to lawyers, law firms, and judges, and represents indigent defendants in the Ninth Circuit.  His scholarship is regularly published and cited in the areas of legal and judicial ethics and disqualification, and he founded the first blogs on judicial ethics and lawyer disqualification.

He is a member of the State Bar’s Ethics Committee, Fee Arbitration Committee, and the O’Connor Advisory Committee of the Quality Judges Initiative (IAALS/University of Denver).  He also served on the Editorial Board of ABA/BNA Lawyers’ Manual on Professional Conduct.  In 2011, he received the ABA’s Rosner & Rosner Young Lawyer Professionalism Award, and in 2016, he received the AJC’s Learned Hand Emerging Leadership Award.

Previously, Prof. Swisher taught as an adjunct professor at ASU Law, practiced at Osborn Maledon, and clerked for the Ninth Circuit (Canby, J.).

Education

LL.M., Harvard Law School
J.D., Arizona State University
B.S., Arizona State University

 

Donald Wilson, Jr.

Donald Wilson, Jr. is a senior member in the law firm of Broening Oberg Woods & Wilson, P.C., which he joined in 1981.  Mr. Wilson is an experienced litigator, with substantial trial experience. He concentrates his practice on the defense of attorneys in malpractice and disciplinary matters. Mr. Wilson serves as a Judge Pro Tem on the Maricopa County Superior Court bench and is a past president of the Arizona Association of Defense Counsel.  He is also a member of the International Association of Defense Counsel and is certified in legal malpractice by the American Board of Professional Liability Attorneys.  He is a member of Arizona’s Finest Lawyers, and a Fellow in Litigation Counsel of America.  Mr. Wilson was selected by his peers as a Best Lawyer in legal malpractice in 2011, 2012, 2013, 2014, 2015, 2016 and 2017.

Mr. Wilson completed his undergraduate education and obtained his law degree at Arizona State University.  In his leisure time, Mr. Wilson enjoys the company of his wife, Mary, and is an avid reader and archery hunter. Mr. Wilson can be reached at dwj@bowwlaw.com.

 

Register Here

The state bar of Arizona does not approve or accredit CLE activities for the mandatory continuing legal education requirement.  This activity may qualify for up to 6.00 hours toward your annual CLE requirement for the state bar of Arizona, including 6.00 hour(s) of professional responsibility.