Count Down - Preparing for the Inevitable

12:55 Welcome and Introductions

1:00 Count Down – Preparing for the Inevitable^*

Tara N. Cho, Womble Bond Dickinson (US) LLP, Raleigh
Alicia W. Lewis, Anderson Jones PLLC, Raleigh
Erik Mazzone, Lawyers Mutual Liability Insurance Company, Cary
Nichole P. McLaughlin, NC State Bar, Raleigh
Patti W. Ramseur, Ramseur Maultsby LLP, Greensboro
Catherine Sanders Reach, North Carolina Bar Association, Cary (Moderator)

People leave their organizations. Whether they quit, are fired, are laid off or retire, your organization needs to be prepared for departures. Prior proper planning prevents poor performance. You should have plans in place, including policies and procedures, to immediately address how to move forward after termination, resignation, or retirement. What are the best practices and checklists you should have at the ready? What are your ethical obligations? Our knowledgeable panel of experts discusses what you need to consider.

This session includes a 15-minute break.

4:15 Adjourn

* Indicates portion providing Ethics/Professional Responsibility credit

Thank you

Thank you for joining us for Count Down – Preparing for the Inevitable.

Description

People leave their organizations. Whether they quit, are fired, are laid off or retire, your organization needs to be prepared for departures.

Contributors

Tara N. Cho

Tara N. Cho chairs Womble Bond Dickinson (US) LLP's Privacy and Cybersecurity Team in Raleigh. Her practice is dedicated to counseling clients on privacy and data security issues across industries such as technology, retail, e-commerce, healthcare, health-tech, and life sciences. She advises clients on matters related to the CCPA, CPRA and other state privacy laws, HIPAA, Gramm-Leach-Bliley Act, TCPA, CAN-SPAM, and other state and federal privacy, cybersecurity and data breach laws in the U.S. She also advises clients on the GDPR (and UK GDPR) and related requirements of European data protection laws.

Tara helps companies establish and assess compliance programs, respond to data breaches and security incidents, conduct risk analyses, negotiate contracts that govern data use and security, respond to regulator requests and investigations, and address new and evolving issues stemming from the development of mobile and web-based applications, cloud computing, machine learning and AI tools, IoT devices, and other technology solutions that rely on personal data.

Tara became certified as a legal specialist in Privacy and Information Security Law by the North Carolina State Bar Board of Legal Specialization in 2018 as part of the inaugural class of specialists in this field. She is also recognized by the IAPP as a certified information privacy professional for the US (CIPP/US) and Europe (CIPP/E).

Click here for more information about Tara.
Alicia W. Lewis

Alicia W. Lewis is the firm administrator and controller for Anderson Jones PLLC in Raleigh, managing all business and financial aspects of the firm. She has extensive experience in various aspects of law, legal pleadings and research.

Prior to forming Anderson Jones PLLC, Alicia worked as a paralegal in two mid-sized law firms.

Alicia serves as secretary for the American Subcontractors Association of the Carolinas' Triangle chapter, and is a member of the North Carolina Bar Association (NCBA). With the NCBA, Alicia is a member of the Paralegal Division, Law Practice Management & Technology Section and the Construction Law Section, where she serves as the Paralegal Division liaison. Also, Alicia currently serves on the Greater Raleigh Chamber of Commerce Professional Women's Task Force. Her role on this task force helps to further the goal of the Chamber Executive Women's Luncheon series to bring nationally recognized speakers to the Triangle to address the unique challenges women in management face in today's business environment. She is also a member of various trade associations that support the construction industry.

Alicia is a graduate of Appalachian State University.

Click here for more information about Alicia.
Erik Mazzone

Erik Mazzone is a law practice management advisor with Lawyers Mutual Liability Insurance Company in Cary.

In 2008, Erik became the founding Director of the Center for Practice Management at the North Carolina Bar Association. He served in that capacity for nine years, during which he helped hundreds of North Carolina lawyers with law firm start up, technology, marketing and management. He organized, spoke and taught at countless CLE programs on legal technology and law firm management, and was a frequent presenter at law schools, bar associations, law firm retreats, and conferences across the US and Canada. At the NCBA, Erik served for the last five years as Senior Director of Membership Experience. In that role, he led the integration, reorganization and management of the member-facing and revenue-producing departments of the NCBA: continuing education, membership, Center for Practice Management, membership services, communities and the lawyer referral service.

Erik is excited to return to his first vocational passion: providing practice management consulting and coaching for lawyers. Erik formed Mazzone Works LLC in 2022 to serve institutional and individual clients and he can be reached through his website, ErikMazzone.com.

Erik graduated from Boston College Law School. After graduating, he worked in the litigation department of large corporate law firms in Boston and Raleigh. He then shifted to practice in an innovative, technology-forward family law firm in Raleigh. As an attorney and later as managing shareholder, Erik helped to steer the firm through years of double-digit revenue growth as well as geographic and personnel expansion from one office with four attorneys to three offices with a multi-disciplinary client services team of nearly twenty lawyers, accountants, and mental health professionals.

Click here for more information about Erik.
Nichole P. McLaughlin

Nichole P. McLaughlin is a staff attorney with the North Carolina State Bar in Raleigh. As Assistant Ethics Counsel, she gives informal ethics advice to lawyers about their own future conduct via telephone or email, prepares formal ethics opinions and advises the Ethics Committee. She is also the Judicial District Bar Liaison, a role created to improve communication between the State Bar and judicial district bars.

Prior to joining the State Bar, Nichole was in private practice for five years with Donaldson & Black PA in Greensboro and handled asbestos workers' comp cases.

Originally from New Jersey, Nichole graduated from Drew University with a B.A. in English. She earned her J.D. from Seton Hall University School of Law.

Click here for more information about Nichole.
Patti West Ramseur

Patti West Ramseur is an partner with Ramseur Maultsby LLP in Greensboro.

Over the last twenty-one years, Patti has focused on employment and commercial cases—for employers of all sizes, from non-profits to publicly traded companies. Her practice involves advising employers and litigating claims under Title VII, the ADA, the ADEA, the FLSA, the FMLA, and the REDA as well as claims of sexual harassment, wrongful discharge, wage and hour disputes, breach of contract, non-compete, and misappropriation of trade secrets.

Patti is the 129th President of the North Carolina Bar Association. She will also serve as President of the North Carolina Bar Foundation in 2023-24.

Patti earned her B.S., magna cum laude, from North Carolina State University and her J.D. from Wake Forest University School of Law.

Click here for more information about Patti.
Catherine Sanders Reach

Catherine Sanders Reach is Director for the Center for Practice Management at the North Carolina Bar Association, providing practice technology and management assistance to lawyers and legal professionals. Formerly she was Director, Law Practice Management and Technology for the Chicago Bar Association and the Director at the American Bar Association's Legal Technology Resource Center.

Prior to her work at the NCBA, CBA and ABA she worked in library and information science environments for a number of years, working at Ross and Hardies as a librarian. She received a master's degree in Library and Information Studies from the University of Alabama, Tuscaloosa in 1997.

Catherine's professional activities include articles published in Law Practice magazine, Law Technology News and GPSolo Magazine, as well as numerous other publications. She has given presentations on the use of technology in law firms for national bar conferences, state and local bar associations and organizations such as the National Association of Bar Council and the Association of American Law Schools. In 2011 she was selected to be one of the inaugural Fastcase 50, celebrating fifty innovators, techies, visionaries, and leaders in the field of law and in 2013 became a Fellow of the College of Law Practice Management. She served on the ABA TECHSHOW Board from 2007-2009, 2014-2016 and is co-vice chair in 2019.

Click here for more information about Catherine. Connect with her on Twitter and LinkedIn.

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If paying by check, click here for a printable registration form. Please reference the live webcast program code 208FF2.

Thank you

Description

Contributors

Tara N. Cho

Alicia W. Lewis

Erik Mazzone

Nichole P. McLaughlin

Patti West Ramseur

Catherine Sanders Reach