Live Chat ×
Skip to main content

Day 2 | Professionalism for New Attorneys (PNA)

8:55        Welcome and Introductions

9:00        The Attorney-Client Relationship*

Troy G. Crawford, LM Title Agency LLC, Cary
Mark A. Scruggs, Lawyers Mutual Liability Insurance Company, Cary

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. Learn about client creation and termination, fees and billing, duties of diligence of communication, and the attorney-client privilege and confidentially.

10:00      Break

10:10      Ethics and Grievance Committees*

Dauna L. Bartley, The Brocker Law Firm PA, Raleigh
Douglas J. "Doug" Brocker, The Brocker Law Firm PA, Raleigh

Understand the committees' processes and results and gain insight into statistics on the most frequent grievances.

11:10      Break

11:20      Pro Bono Service in North Carolina*

Kim Bart Mullikin, North Carolina Bar Foundation, Cary

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.

12:20      Lunch Break

1:00        Welcome Message

Kristen M. Kirby, 2020-2021 Young Lawyer Division Chair, McGuireWoods LLP, Raleigh

1:05        How to Win in Trust Account Management*

Leanor D. B. Hodge, North Carolina State Bar, Raleigh

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. Topics include Rule 1.15, record-keeping, a trust account versus an operating account, personal injury settlements, real estate transactions and the random audit program.

2:05        Break

2:15        Financial Planning Strategies*

Patrick Yanke, Yanke Financial, Raleigh

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        Break

3:25        A View From the Bench: Cases and Examples of Professionalism and the Challenges of Being a New Lawyer*

Chief Judge Linda M. McGee, North Carolina Court of Appeals, Raleigh
Judge Paul C. Ridgeway, North Carolina Superior Court, Raleigh

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.

4:20        Professionalism Insight and Voluntary Oath

Judge Paul C. Ridgeway, North Carolina Superior Court, Raleigh

4:25        Adjourn

*Indicates portion providing Ethics/Professional Responsibility credit

Thank you

Thank you for joining us for Professionalism for New Attorneys (PNA)!

Contributors

  • Kim Bart Mullikin

    Kim Bart Mullikin is the senior director of the North Carolina Bar Foundation, where she oversees pro bono and public service programs, the Endowment, and development efforts. Prior to working with the NCBF, Kim served as the assistant dean of public interest and pro bono and director of the externship program at Duke University School of Law, where she is an alumna. Kim worked as an assistant professor and director of the Domestic Violence Law Clinic at the University of Alabama School of Law, and as a teaching fellow in the Federal Legislation Clinic at the Georgetown University Law Center. Kim began her career as an associate with Crowell & Moring LLP in Washington, D.C.

    She received her LL.M. in advocacy from Georgetown University, her law degree with a graduate certification in women's studies from Duke University, her M.P.A. from Syracuse University's Maxwell School of Citizenship, and her B.A. in women's studies from Syracuse University.

    Click here for more information about Kim.

  • Dauna L. Bartley

    Dauna L. Bartley is a practicing attorney at The Brocker Law Firm, P.A., in Raleigh, NC. She represents clients before various licensing boards and administrative agencies, counsels clients on ethics and disciplinary matters, and provides general compliance counseling. Prior to joining The Brocker Law Firm, Dauna practiced in civil litigation with the law firms of Moore & Van Allen PLLC in Morrisville, NC and Ellis & Winters LLP in Raleigh, NC. She then served as General Counsel and Chief Compliance Officer for Sessoms & Rogers, P.A., in Durham, NC.

    Dauna is certified by the North Carolina Dispute Resolution Commission to conduct superior court mediations. She currently serves as the co-chair of the Ethics Committee for the North Carolina Bar Association's Administrative Law Section, and on the CLE Committee of the Wake County Bar Association. 

    Click here for more information about Dauna.

  • Douglas J. "Doug" Brocker

    Douglas J. "Doug" Brocker is a principal of The Brocker Law Firm, P.A., a Raleigh firm that concentrates in professional and occupational licensing, ethics, and disciplinary matters. Doug represents various professionals before their respective licensing boards and administrative agencies, including representing attorneys before the State Bar. He serves as outside counsel to the N.C. Board of Dental Examiners on a wide variety of legal issues, investigations, and disciplinary prosecutions. Doug also has served as special outside counsel to other professional licensing boards in disciplinary investigations and prosecutions. Doug previously served as Trial and UPL Counsel for The North Carolina State Bar. Doug periodically provides consultation and testimony as an expert witness in matters involving professional services. Following a judicial clerkship with U.S. District Court Judge Franklin T. Dupree, Jr., Doug worked at Jenner & Block in Chicago, Everett, Gaskins, Hancock & Stevens, and was a partner in Milberg Gordon Stewart PLLC in Raleigh.

    Doug earned a B.A. from the University of Rochester and a J.D. from the University of North Carolina School of Law.

    Click here for more information about Doug.

  • Troy G. Crawford

    Troy G. Crawford is Managing Counsel for LM Title Agency, LLC, a wholly owned subsidiary of Lawyers Mutual serving attorneys throughout North Carolina. Prior to heading the title agency, he worked for Lawyers Mutual as Claims Counsel, focusing primarily on real estate, fraud and technology related claims. In that role, Troy routinely taught CLEs and other professional education programs for national, statewide and local organizations, including recent engagements in Hawaii, Chicago and New Orleans. 

    Before joining Lawyers Mutual, he worked at Investors Title as a Claims and Subrogation Counsel. Troy began his career with a small Garner, NC law firm where his practice concentrated in commercial and residential real estate transactions and litigation involving real property.

    Troy attended NC State University, graduating with honors in Civil Engineering. He received his JD, also with honors, from Campbell University.

    Outside of work, Troy enjoys hiking, working in his garden and enjoying seeing his three children experience life. His wife, Jennifer, is also a licensed attorney. Contact Troy directly at 919-585-1182 or troy@lmtitle.com.

    Click here for more information about Troy.

  • Leanor D.B. Hodge

    Leanor B. Hodge is Trust Account Compliance Counsel and Deputy Counsel at the North Carolina State Bar. Ms. Hodge’s prior professional experience includes private practice in Raleigh and criminal prosecution in the cities of Philadelphia and Chicago.

    Click here for more information about Leanor. 

  • Kristen M. Kirby

    Kristen M. Kirby is a partner at McGuireWoods LLP in Raleigh. Her practice focuses on public finance transactions. She has served as bond counsel, underwriter’s counsel, bank counsel, and borrower’s counsel for a variety of tax-exempt transactions, including multifamily housing revenue bonds, 501(c)(3) bonds for colleges, universities, schools, including charter schools, and other nonprofits, private activity bonds, and industrial development bonds.

    Kristen is a 2009 cum laude graduate of Wake Forest University School of Law. She is the current chair of the Young Lawyers Division of the North Carolina Bar Association. She is also an executive committee member of North Carolina Bar Association Board of Governors and member of the North Carolina Bar Foundation, Board of Directors.

    Click here for more information about Kristen.

  • Chief Judge Linda M. McGee

    Chief Judge Linda M. McGee has served as a judge on the N.C. Court of Appeals for the past 24 years and was named Chief Judge in August 2014. She is the longest-serving woman judge in the court’s history and the second woman to serve as Chief Judge.

    Judge McGee received both her undergraduate and law degrees from the University of North Carolina at Chapel Hill, and began her career serving as the first executive director of the N.C. Academy of Trial Lawyers. She later joined the law firm of di Santi, Watson and McGee in Boone, and practiced there for 17 years before being appointed to the court by Governor James B. Hunt, Jr. in 1995. Judge McGee has had three successful statewide judicial campaigns: 1996, 2004 and 2012.

    She has been actively involved in the North Carolina Bar Association throughout her career and has served on many committees either as a member or as chair. Judge McGee most recently received the 2017 Liberty Bell Award from the Young Lawyers Division of the N.C. Bar Association and she has also received the N.C. Bar Association Pro Bono Service Award. Judge McGee was named Judge of the Year Award and received the Gwyneth B. Davis Service Award from the N.C. Association of Women Attorneys, where she was a founding member. She also received the Outstanding Appellate Judge Award from the N.C. Advocates for Justice. Judge McGee was a longtime member of the Chief Justice’s Equal Access to Justice Commission, served on the Chief Justice’s Commission on the Administration of Law and Justice, the Chief Justice’s Commission on Professionalism, and the N.C. Board of Law Examiners.

    Click here for more information about Judge McGee.

  • Judge Paul C. Ridgeway

    Judge Paul C. Ridgeway is Senior Resident Superior Court Judge of the 10th Judicial District (Wake County), North Carolina. Judge Ridgeway received his B.S. (’82) and M.P.A. (’90) from N.C. State University, and his J.D. from Campbell School of Law (’86), where he served as Editor-in-Chief of the law review. Following law school, Judge Ridgeway received a post-graduate degree from the University of Amsterdam in the law of the European Community. Prior to becoming a judge in 2007, Judge Ridgeway was engaged in the private practice of law for 20 years, primarily in the fields of commercial litigation and transactions. Judge Ridgeway has served as President of the Wake County Bar Association and as a Vice President of the NCBA.

    For 25 years, Judge Ridgeway has also been an adjunct professor of law at Campbell School of Law, where he teaches seminars in International Litigation and Law & Public Policy.

    Click here for more information about Judge Ridgeway.

  • Mark A. Scruggs

    Mark A. Scruggs joined Lawyers Mutual in March 2001 as claims counsel. Formerly a partner with Spear, Barnes, Baker, Wainio & Scruggs, LLP in Durham, Mark has over 14 years" experience as a trial attorney concentrating in insurance defense litigation. For the last 15 years, Mark has worked with Lawyers Mutual primarily in litigation-related claims and workers compensation and family law matters.

    He is a 1986 cum laude graduate of Campbell University School of Law. Mark is a past chair of the Law Practice Management section of the North Carolina Bar Association. He has served as an Advisory Member of the State Bar Ethics Committee and is currently serving as an Advisory Member of the Authorized Practice Committee of the North Carolina State Bar. He also serves as c-chair of the North Carolina Bar Association's "Transitioning Lawyers Commission" working to address issues facing aging lawyers.

    Click here for more information about Mark.

  • Patrick Yanke

    Patrick Yanke is a graduate of the United States Air Force Academy (where he majored in Aeronautical Engineering with a minor in Arabic) and an Air Force veteran. He is often asked to present on financial topics ranging from Saving for the Cost of Higher Education to Retirement and Estate Planning. Quarterly, he presents the “Capital Markets Review” keeping his clients and guests informed on current events as it relates to their financial futures.

    Patrick is a past state president of the Air Force Association, current president of the Air Force Academy Society of NC, and sits on the Industry Advisory Panel for the American Public University System.

    Click here for more information about Patrick.

October 21, 2020
Wed 8:55 AM EDT

Duration 7H 30M

This live web event has ended.