9:00 – 10:00 AM | Charting a Personal Path
Speaker: Stuart Teicher, Lawyer Survival Center
10:00 – 10:10 AM | Break
10:10 – 11:10 AM | IOLTA & Trust Accounting Issues
Speakers: Sam S. Phillips and Kelly Dillon, Office of Chief Disciplinary Counsel, Jefferson City
11:10 – 11:20 AM | Break
11:20 AM – 12:20 PM | Speaking to Clients, Keeping Clients & Getting More Clients
Speaker: Stuart Teicher
12:20 – 1:00 PM | Lunch
1:00 – 2:00 PM | Fees, Billing & Collections
Speakers: Sam S. Phillips and Melody Nashan, Office of Chief Disciplinary Counsel, Jefferson City
2:00 – 2:10 PM | Break
2:10 – 3:10 PM | Ethics & Malpractice Avoidance
Speaker: Whittney Dunn, The Bar Plan, St. Louis
3:10 – 3:20 PM | Break
3:20 – 4:30 PM | Business Goals & Strategic Planning for Your Law Office
Speaker: Stuart Teicher
4:30 | Adjourn
Kelly Dillon is an investigative examiner-paralegal for the Missouri Office of Chief Disciplinary Counsel where her duties include oversight of the Trust Account Overdraft Notification Program, conducting financial examinations and other investigations. Kelly is a Certified Fraud Examiner and has been with the Office of Chief Disciplinary Counsel since 2001.
Whittney Dunn, Risk Manager at The Bar Plan, presents to hundreds of lawyers annually on ethics, malpractice avoidance, and lawyer well-being. When not presenting, she provides one-on-one ethics guidance and law practice management assistance to attorneys through The Bar Plan Foundation's free ethics hotline, available to any attorney in Missouri.
Sam Phillips is Deputy Chief Counsel for the Missouri Office of Chief Disciplinary Counsel. Sam has served on the Board of Directors of the National Organization of Bar Counsel and was that Board’s liaison to the ABA’s Lawyer Competence Committee.
In addition to attorney discipline and private practice, he has served as Chief Assistant Prosecuting Attorney and been the Executive Trust Officer for a regional bank.
He also chaired The Missouri Bar’s Law Practice Management Committee.
Stuart I. Teicher, Esq. is a professional legal educator who focuses on ethics law and writing instruction. A practicing attorney for over two decades, Stuart’s career is now dedicated to helping fellow attorneys survive the practice of law and thrive in the profession. Mr. Teicher teaches seminars, provides in-house training to law firms and legal departments, provides CLE instruction at law firm client events, and also gives keynote speeches at conventions and association meetings.
Stuart helps attorneys get better at what they do (and enjoy the process) through his entertaining and educational CLE Performances. He speaks, teaches, and writes—Thomson Reuters published his book entitled, Navigating the Legal Ethics of Social Media and Technology.
Mr. Teicher is a Supreme Court appointee to the New Jersey District Ethics Committee where he investigates and prosecutes grievances filed against attorneys. Mr. Teicher is an adjunct professor of law at Georgetown Law where he teaches Professional Responsibility, and he is an adjunct professor at Rutgers University in New Brunswick where he teaches undergraduate writing courses.
The Missouri Bar takes the safety and well-being of its members, the public, and its employees very seriously. We will continue to monitor the coronavirus and its variants, adapting our services and events as appropriate, based on the advice of governments, public health authorities, and medical professionals.
• We will inform you of any changes that affect you, especially when it comes to in-person events. This includes any cancellation notices or changes to venue, format, or safety guidelines.
• Whenever possible, any notices will be announced at least three days in advance of an event.
• We encourage all attendees of Missouri Bar events to be aware of and follow CDC guidelines for large gatherings.
• Help us keep everyone in attendance safe by not attending an event if, within the 10 days prior to the event:
♦ You have tested positive for COVID-19;
♦ You have experienced any symptoms of COVID-19; or
♦ You have been in close contact with someone who has tested positive for COVID-19.
• Be respectful of the personal comfort level of other attendees when it comes to physical distancing, including shaking hands or other gestures common in networking environments.
By registering for and attending a Missouri Bar event, you agree to take necessary measures, including departing the event, and to notify The Missouri Bar at COVID-Advise@mobar.org if you test positive for COVID-19 or begin to experience symptoms of COVID-19. Furthermore, you agree to notify The Missouri Bar at COVID-Advise@mobar.org if you test positive for COVID-19 within 10 days after the event.
Please also be advised that, pursuant to RSMo. 537.1005, effective Aug. 28, 2021, “under Missouri law, any individual entering the premises or engaging the services of the business waives all civil liability against the individual or entity for any damages based on inherent risks associated with an exposure or potential exposure to COVID-19, except for recklessness or willful misconduct.”
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