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Your connection to knowledge, resources and networking
Dallas Arboretum and Botanical Garden
Dallas Blooms 2018
LONESTAR
January - March 2018
LONESTARTheAdministrator
Officers & DirectorsPresident: Brooks Gould
President-Elect: Debby Reeves
Vice President-Programs: Becca Stutsman
Secretary: Deb Strube
Treasurer: Nate Benson
Director at Large: Susan Sharp
Director at Large: Teresa Nowell
Past President: Kristy Parker
Sections Financial Management & Systems Technology Section Chair: Michael SingletonCo-Chair: Colleen Smith
HR Section Chair: Laura MinafeeCo-Chair: Amanda Jennings
Large Firm Administrators Section Chair: Brenda HomanCo-Chair: Lori Bounds
Small Firm Administrators Section Chair: Greg GrassCo-Chair: Mary Kay Cornwall
North Dallas Section Chair: Sherry Macey
Regular CommitteesBusiness Partner Committee BP Relations Chair: Bart Allin
BP Benefits Chair: Bob Gordon
Ex Officio Member: Debby Reeves
Community Service Chair: Donna RankinCo-Chair: Claudia Gonzalez
Education Committee Chair: Tracy Clark
Webinars - Co-Chair: Cherrie Citro
VP Programs: Becca Stutsman
ALA Body of Knowledge Advisor: Teresa Nowell
Membership & Peer Connection Committee Chair: Songhai Sledge Co-Chair: Barbara KuhlkeMember: Pam BreierMember: Kerri GayMember: Cindy Stanley
Social Committee Denise Leech Co-Chair: Deb StrubeCo-Chair: Teresa Nowell
Media & Communications Committee - Website
Webmaster - Chair: Joe Brennan
Webmaster - Co-Chair: Susan Sharp
- NewsletterEditor - Newsletter - Chair:
Tracy Clark
Assistant Editor: Michelle Sheppard
2017-2018 Chapter Leadership Photography - Chair:
Claudia Gonzalez
- RecordsChair: Kristy Parker
- Legal Community Relations
Chair: Kristy Parker
Special Committees
Job Bank Chair: Kristy ParkerNominating Committee Chair: Kristy Parker
Member: Brooks GouldMember: Debby ReevesMember: Joe BrennanMember: Kerri GayMember: Cindy Stanley
Survey Committee Chair: Pam BreierCo-Chair: Lori Bounds
2 3
Editorial PolicyThe Lonestar Administrator is published by The Dallas Chapter of the Association of Legal Administrators (“Dallas ALA”). The Editor welcomes articles, letters, suggestions, and comments. Reprint requests and articles should be directed to the Editor. Opinions expressed in articles contained herein are strictly those of the contributors and do not necessarily reflect the opinions of Dallas ALA or its members. Reprinting of any portion of this newsletter by any means, electronic or mechanical, including photocopy-ing, recording, or any information storage and retrieval system, is prohibited without permission of both the Editor and the Author. Newsletter Editor: Tracy Clark, CLM, MBA, Voice: 469.556.0299, E-mail: [email protected]. Business Partner Chair: Bart Allin - Operations Supervisor, Hunton & Williams, LLP, 1445 Ross Avenue, Dallas, TX 75202, Voice: 214.468.3521, Fax: 214.740.7187, E-mail: [email protected].
Certified Legal Manager (CLM)
IN THIS ISSUEIN FOCUS: HUMAN RESOURCES (HR)
2 Chapter Leadership
4 President’s Message “How can I help?”
8-9 EEO-1: What You Need to Know About Filing this Required Report
10-11 Sample EEO-1 Report Forms
15 Reading Corner
LOCAL NEWS
5 Section Meetings
6 Chapter Officers & Directors 2018-2019
7 Wine Tasting - February 22 Steelcase
12-14 Dallas Chapter Holiday Luncheon Recap
16-17 Go Green: Renewable Energy from the City Dump
22-23 Dallas Chapter ALA Reference Sheet
24-25 ALA Membership Application
BUSINESS PARTNER NEWS
20 Chapter Sponsorships Available
PROFESSIONAL DEVELOPMENT
17-19 ALA and CyberALA Webinars
20 ALA Community
21 On-line Learning
26 Large Firm Principal Administrators Retreat
27 ALA’s 2017 Compensation & Benefits Survey
28 ALA 2018 Annual Conference & Expo
CM Communication & Organizational Mgmt.
LI Legal Industry/Business Management
FM Financial Management OM Operations
Management
HR Human Resources Management
Certified Legal Manager (CLM)SM
The knowledge category codes used within this newsletter are for reference only. If a session has been pre-approved
for CLM credit prior to publication of this newsletter, the Certified Legal Manager icon will appear in the notice. If you need credit towards the CLM application education requirements or for recertification, contact Tracy Clark CLM MBA at [email protected] for current CLM credit status.
Officers & DirectorsPresident: Brooks Gould
President-Elect: Debby Reeves
Vice President-Programs: Becca Stutsman
Secretary: Deb Strube
Treasurer: Nate Benson
Director at Large: Susan Sharp
Director at Large: Teresa Nowell
Past President: Kristy Parker
Sections Financial Management & Systems Technology Section Chair: Michael SingletonCo-Chair: Colleen Smith
HR Section Chair: Laura MinafeeCo-Chair: Amanda Jennings
Large Firm Administrators Section Chair: Brenda HomanCo-Chair: Lori Bounds
Small Firm Administrators Section Chair: Greg GrassCo-Chair: Mary Kay Cornwall
North Dallas Section Chair: Sherry Macey
Regular CommitteesBusiness Partner Committee BP Relations Chair: Bart Allin
BP Benefits Chair: Bob Gordon
Ex Officio Member: Debby Reeves
Community Service Chair: Donna RankinCo-Chair: Claudia Gonzalez
Education Committee Chair: Tracy Clark
Webinars - Co-Chair: Cherrie Citro
VP Programs: Becca Stutsman
ALA Body of Knowledge Advisor: Teresa Nowell
Membership & Peer Connection Committee Chair: Songhai Sledge Co-Chair: Barbara KuhlkeMember: Pam BreierMember: Kerri GayMember: Cindy Stanley
Social Committee Denise Leech Co-Chair: Deb StrubeCo-Chair: Teresa Nowell
Media & Communications Committee - Website
Webmaster - Chair: Joe Brennan
Webmaster - Co-Chair: Susan Sharp
- NewsletterEditor - Newsletter - Chair:
Tracy Clark
Assistant Editor: Michelle Sheppard
2017-2018 Chapter Leadership Photography - Chair:
Claudia Gonzalez
- RecordsChair: Kristy Parker
- Legal Community Relations
Chair: Kristy Parker
Special Committees
Job Bank Chair: Kristy ParkerNominating Committee Chair: Kristy Parker
Member: Brooks GouldMember: Debby ReevesMember: Joe BrennanMember: Kerri GayMember: Cindy Stanley
Survey Committee Chair: Pam BreierCo-Chair: Lori Bounds
2 3
Editorial PolicyThe Lonestar Administrator is published by The Dallas Chapter of the Association of Legal Administrators (“Dallas ALA”). The Editor welcomes articles, letters, suggestions, and comments. Reprint requests and articles should be directed to the Editor. Opinions expressed in articles contained herein are strictly those of the contributors and do not necessarily reflect the opinions of Dallas ALA or its members. Reprinting of any portion of this newsletter by any means, electronic or mechanical, including photocopy-ing, recording, or any information storage and retrieval system, is prohibited without permission of both the Editor and the Author. Newsletter Editor: Tracy Clark, CLM, MBA, Voice: 469.556.0299, E-mail: [email protected]. Business Partner Chair: Bart Allin - Operations Supervisor, Hunton & Williams, LLP, 1445 Ross Avenue, Dallas, TX 75202, Voice: 214.468.3521, Fax: 214.740.7187, E-mail: [email protected].
Certified Legal Manager (CLM)
IN THIS ISSUEIN FOCUS: HUMAN RESOURCES (HR)
2 Chapter Leadership
4 President’s Message “How can I help?”
8-9 EEO-1: What You Need to Know About Filing this Required Report
10-11 Sample EEO-1 Report Forms
15 Reading Corner
LOCAL NEWS
5 Section Meetings
6 Chapter Officers & Directors 2018-2019
7 Wine Tasting - February 22 Steelcase
12-14 Dallas Chapter Holiday Luncheon Recap
16-17 Go Green: Renewable Energy from the City Dump
22-23 Dallas Chapter ALA Reference Sheet
24-25 ALA Membership Application
BUSINESS PARTNER NEWS
20 Chapter Sponsorships Available
PROFESSIONAL DEVELOPMENT
17-19 ALA and CyberALA Webinars
20 ALA Community
21 On-line Learning
26 Large Firm Principal Administrators Retreat
27 ALA’s 2017 Compensation & Benefits Survey
28 ALA 2018 Annual Conference & Expo
CM Communication & Organizational Mgmt.
LI Legal Industry/Business Management
FM Financial Management OM Operations
Management
HR Human Resources Management
Certified Legal Manager (CLM)SM
The knowledge category codes used within this newsletter are for reference only. If a session has been pre-approved
for CLM credit prior to publication of this newsletter, the Certified Legal Manager icon will appear in the notice. If you need credit towards the CLM application education requirements or for recertification, contact Tracy Clark CLM MBA at [email protected] for current CLM credit status.
LOCAL NewsIN FOCUS: HUMAN RESOURCES (HR)
BE OUR GUEST!We would love for you to join us at thefollowing events to learn more about
The Dallas ChapterAssociation of Legal Administrators
BUSINESS PARTNERAPPRECIATION LUNCHEONJanuary 18, 2018 | Tower Club
11:30 AM – 1:00 PMSpeakers Oliver Yandie & Alan Wilson of ALA
HUMAN RESOURCES SECTION MEETING (everyone is invited)
January 23, 2018 | Belo Mansion12:00 PM – 1:00 PM
Speaker Greg McAllister of Littler Mendelson P.C. —Harassment — Supervisor’s guide to understanding,
preventing, and correcting harassment and retaliation
YOU’RE INVITED!
ACTIVE ALA MEMBER: Donna Rankin, Munsch Hardt Kopf & Harr, P.C.544
It’s hard to believe that my time as president of this chapter is nearing the end. It has been fun, rewarding, and sometimes hectic and stressful. My goals for the leadership team were modest -- first to do no harm, and second to leave the chapter a little better than when we started. Time will tell whether or not we succeeded.
For those of you who have never served in a chapter leadership position let me tell you that the rewards far outweigh the investment of time and energy. And it is easier than it looks thanks to our active and supportive members. I have been blessed by the examples set by my predecessors and an active, thoughtful board of directors. If ALA has been helpful to you in your career or personal growth, now is the time to pay it forward. We are actively recruiting the next generation of law firm leaders to join ALA and they can benefit greatly from your knowledge and experience, just as we benefited from our predecessors. There are many opportunities, large and small, to help out the chapter, so all you need to do is ask, “How can I help?”
We ended 2017 with our second direct mail piece to non-member firms, this one featuring former president Donna Rankin, and we’ve started to
see some new members coming from the mailings. We plan to do more of these in the future as it is a cost-effective way to raise awareness of ALA and what it can offer. The purpose of the mailings is to simply invite people to our meetings, and we list upcoming section and general meetings. I know that once a new person comes to see what we’re about, we can show them first-hand the benefits of membership through our camara-derie and speakers.
At the March general meeting, we’ll have the passing of the gavel to our incoming president, Debby Reeves. We’ve already got some exciting and educational speakers lined up for 2018-2019, and there’ll be more to come.
Don’t forget that the ALA 2018 Annual Conference and Exposition takes place May 3rd through the 6th at the Gay-lord Resort in National Harbor, Maryland. Early bird reg-istration ends February 5th, so be sure to register soon!
BROOKS GOULD 2017-2018 PRESIDENT
If ALA has been helpful to you in your career or personal growth, now is the time to pay it forward.
President’s Message
“How can I help?”It’s hard to believe that my time as President
of this Chapter is nearing the end.
Brooks
Meetings are held on the 2nd Tuesday of each month. To RSVP or for more information, please contact Brenda Homan [email protected] or Lori Bounds [email protected].
Large Firm Administrators
BRENDA HOMAN LORI BOUNDS
Meetings are held on the 1st Tuesday of each month. To RSVP or for more information, please contact Greg Grass [email protected] or Mary Kay Cornwall [email protected].
Meetings are held quarterly on the third Thursday of March, June, September and December. To RSVP or for more information, please contact Sherry Macey [email protected].
Small Firm Administrators
North Dallas
MARY KAY CORNWALL
GREG GRASS
SHERRY MACEY
COLLEEN SMITHMICHAEL SINGLETON
Meetings are held quarterly on the 3rd Tuesday of January, April, June and October. To RSVP or for more information, please contact Michael Singleton [email protected] or Colleen Smith [email protected]
Financial Management & Systems Technology
COLLEEN SMITH
LAURA MINAFEE
Human ResourcesMeetings are held on the 4th Tuesday of each month. To RSVP or for more information, please contact Laura Minafee [email protected] or Amanda Jennings [email protected].
AMANDA JENNINGS
SECTION MEETINGS NOTE: All members are welcome to attend all Section Meetings regardless of position, title or assigned responsibilities.
LOCAL NewsIN FOCUS: HUMAN RESOURCES (HR)
BE OUR GUEST!We would love for you to join us at thefollowing events to learn more about
The Dallas ChapterAssociation of Legal Administrators
BUSINESS PARTNERAPPRECIATION LUNCHEONJanuary 18, 2018 | Tower Club
11:30 AM – 1:00 PMSpeakers Oliver Yandie & Alan Wilson of ALA
HUMAN RESOURCES SECTION MEETING (everyone is invited)
January 23, 2018 | Belo Mansion12:00 PM – 1:00 PM
Speaker Greg McAllister of Littler Mendelson P.C. —Harassment — Supervisor’s guide to understanding,
preventing, and correcting harassment and retaliation
YOU’RE INVITED!
ACTIVE ALA MEMBER: Donna Rankin, Munsch Hardt Kopf & Harr, P.C.544
It’s hard to believe that my time as president of this chapter is nearing the end. It has been fun, rewarding, and sometimes hectic and stressful. My goals for the leadership team were modest -- first to do no harm, and second to leave the chapter a little better than when we started. Time will tell whether or not we succeeded.
For those of you who have never served in a chapter leadership position let me tell you that the rewards far outweigh the investment of time and energy. And it is easier than it looks thanks to our active and supportive members. I have been blessed by the examples set by my predecessors and an active, thoughtful board of directors. If ALA has been helpful to you in your career or personal growth, now is the time to pay it forward. We are actively recruiting the next generation of law firm leaders to join ALA and they can benefit greatly from your knowledge and experience, just as we benefited from our predecessors. There are many opportunities, large and small, to help out the chapter, so all you need to do is ask, “How can I help?”
We ended 2017 with our second direct mail piece to non-member firms, this one featuring former president Donna Rankin, and we’ve started to
see some new members coming from the mailings. We plan to do more of these in the future as it is a cost-effective way to raise awareness of ALA and what it can offer. The purpose of the mailings is to simply invite people to our meetings, and we list upcoming section and general meetings. I know that once a new person comes to see what we’re about, we can show them first-hand the benefits of membership through our camara-derie and speakers.
At the March general meeting, we’ll have the passing of the gavel to our incoming president, Debby Reeves. We’ve already got some exciting and educational speakers lined up for 2018-2019, and there’ll be more to come.
Don’t forget that the ALA 2018 Annual Conference and Exposition takes place May 3rd through the 6th at the Gay-lord Resort in National Harbor, Maryland. Early bird reg-istration ends February 5th, so be sure to register soon!
BROOKS GOULD 2017-2018 PRESIDENT
If ALA has been helpful to you in your career or personal growth, now is the time to pay it forward.
President’s Message
“How can I help?”It’s hard to believe that my time as President
of this Chapter is nearing the end.
Brooks
Meetings are held on the 2nd Tuesday of each month. To RSVP or for more information, please contact Brenda Homan [email protected] or Lori Bounds [email protected].
Large Firm Administrators
BRENDA HOMAN LORI BOUNDS
Meetings are held on the 1st Tuesday of each month. To RSVP or for more information, please contact Greg Grass [email protected] or Mary Kay Cornwall [email protected].
Meetings are held quarterly on the third Thursday of March, June, September and December. To RSVP or for more information, please contact Sherry Macey [email protected].
Small Firm Administrators
North Dallas
MARY KAY CORNWALL
GREG GRASS
SHERRY MACEY
COLLEEN SMITHMICHAEL SINGLETON
Meetings are held quarterly on the 3rd Tuesday of January, April, June and October. To RSVP or for more information, please contact Michael Singleton [email protected] or Colleen Smith [email protected]
Financial Management & Systems Technology
COLLEEN SMITH
LAURA MINAFEE
Human ResourcesMeetings are held on the 4th Tuesday of each month. To RSVP or for more information, please contact Laura Minafee [email protected] or Amanda Jennings [email protected].
AMANDA JENNINGS
SECTION MEETINGS NOTE: All members are welcome to attend all Section Meetings regardless of position, title or assigned responsibilities.
LOCAL News LOCAL News
The Arboretum horticulture staff is getting ready for Dallas Blooms, one of “America’s best spring floral festivals,” according to USA Today 10Best, which opens on February 24 and runs through April 8 with the theme A World of Flowers, showcasing an explosion of color with more than 500,000 spring-blooming blossoms and dazzling layers of landscape at every turn. Dallas Blooms features 100 varieties of tulips, daffodils, hyacinths, pansies, violas, poppies and thousands of other spring-blooming annuals and perennials. The finale of this spring celebration is the mass flowering of the garden’s collection of 3,000 azaleas that bloom during the end of April.
Throughout Dallas Blooms, there are many activities, special concerts and events to celebrate spring’s welcome. More information can be found at www.dallasarboretum.org.
JOIN US THURSDAY FEBRUARY 22 5:00 PM-7:30 PM
Sommelier-Guided Wine Pairing EventFeaturing local guest sommeliers and a delicious presentation of food and wine pairings
Learn from the expertsFun activities and prizes
Hosted by :
Debbie Hawkins . Business Interiors
Steelcase Work Life Center1616 Hi Line Drive, Suite 110Dallas, Texas 75207
Maryanne Hewitt . Steelcase
Alan Sandler . Preferred Business Solutions
6 7
The 2018-2019 Dallas Chapter Officers and Directors were presented at the January 18th Business Partner Appreciation Luncheon. During the Chapter’s Annual Business Meeting portion of the luncheon, Kristy Parker presented for vote the proposed slate of Officers and Directors for the 2018-2019 Chapter Year on behalf of the Nominating Committee comprised of Kristy Parker-Chair, Brooks Gould, Debby Reeves, Cindy Stanley, Joe Brennan, and Kerri Gay; and in accordance with the Constitution and Bylaws of the Dallas Chapter Association of Legal Administrators.
Pam Breier requested the slate of officers, as presented, be approved by acclamation. Bob Gordon seconded the motion. The slate, as shown above, was approved by acclamation of the membership in attendance.
The Nominating Committee for 2018-2019 will be Brooks Gould-Chair, Debby Reeves, Becca Stutsman, Pam Breier, Cindy Stanley, and Shannon Portugal.
Congratulations to the 2018-2019 Officers, Directors and Nominating Committee. They will take office on April 1, 2018.
Congratulations!
Dallas Chapter Officers and Directors 2018-2019
PresidentDebby Reeves
President-ElectBecca Stutsman
Past PresidentBrooks Gould
VP of ProgramsDeb Strube
SecretarySusan Sharp
Treasurer Nate Benson
Director at LargeLaura Minafee
Director at LargeSonghai Sledge
LOCAL News LOCAL News
The Arboretum horticulture staff is getting ready for Dallas Blooms, one of “America’s best spring floral festivals,” according to USA Today 10Best, which opens on February 24 and runs through April 8 with the theme A World of Flowers, showcasing an explosion of color with more than 500,000 spring-blooming blossoms and dazzling layers of landscape at every turn. Dallas Blooms features 100 varieties of tulips, daffodils, hyacinths, pansies, violas, poppies and thousands of other spring-blooming annuals and perennials. The finale of this spring celebration is the mass flowering of the garden’s collection of 3,000 azaleas that bloom during the end of April.
Throughout Dallas Blooms, there are many activities, special concerts and events to celebrate spring’s welcome. More information can be found at www.dallasarboretum.org.
JOIN US THURSDAY FEBRUARY 22 5:00 PM-7:30 PM
Sommelier-Guided Wine Pairing EventFeaturing local guest sommeliers and a delicious presentation of food and wine pairings
Learn from the expertsFun activities and prizes
Hosted by :
Debbie Hawkins . Business Interiors
Steelcase Work Life Center1616 Hi Line Drive, Suite 110Dallas, Texas 75207
Maryanne Hewitt . Steelcase
Alan Sandler . Preferred Business Solutions
6 7
The 2018-2019 Dallas Chapter Officers and Directors were presented at the January 18th Business Partner Appreciation Luncheon. During the Chapter’s Annual Business Meeting portion of the luncheon, Kristy Parker presented for vote the proposed slate of Officers and Directors for the 2018-2019 Chapter Year on behalf of the Nominating Committee comprised of Kristy Parker-Chair, Brooks Gould, Debby Reeves, Cindy Stanley, Joe Brennan, and Kerri Gay; and in accordance with the Constitution and Bylaws of the Dallas Chapter Association of Legal Administrators.
Pam Breier requested the slate of officers, as presented, be approved by acclamation. Bob Gordon seconded the motion. The slate, as shown above, was approved by acclamation of the membership in attendance.
The Nominating Committee for 2018-2019 will be Brooks Gould-Chair, Debby Reeves, Becca Stutsman, Pam Breier, Cindy Stanley, and Shannon Portugal.
Congratulations to the 2018-2019 Officers, Directors and Nominating Committee. They will take office on April 1, 2018.
Congratulations!
Dallas Chapter Officers and Directors 2018-2019
PresidentDebby Reeves
President-ElectBecca Stutsman
Past PresidentBrooks Gould
VP of ProgramsDeb Strube
SecretarySusan Sharp
Treasurer Nate Benson
Director at LargeLaura Minafee
Director at LargeSonghai Sledge
IN FOCUS: HUMAN RESOURCES (HR) IN FOCUS: HUMAN RESOURCES (HR)
Who Must FileAll employers located in the 50 states and the District of Columbia with at least 100 employees are required to file the EEO-1 survey each year with the Equal Employment Opportunity Commission. Federal government contractors and first-tier sub-contractors with 50 or more employees and at least $50,000 in contracts must file as well.
So do you have to file or not? Are you on the cusp of having to file or not having to file? Well, the answer is, it is still unclear how employees should be counted. If you have telecommuting employees, sales/intake staff that work in the field, or have a mix of employees, contract workers, temps, etc. this cam be a complicated question.
Likewise, there is no definitive answer to the ques-tion “Does reaching one of the noted headcount thresholds on any single day during the reporting period trigger the reporting requirement?” Well it depends, as you are only required to use one payroll period in either October, November or December 2017.
Are you a government contractor? If so, should you consider the total amount of your government con-tracts obtained during the reporting year or does the $50,000 threshold only apply to contracts that were worked during the reporting year?
If you are unsure if you must file the EEO-1 Survey, seek legal counsel from your Employment Law attor-ney. You can also contact the EEOC directly at 1-877-392-4647 with questions.
How to FileFilers must complete the EEO-1 survey online or use one of the alternate reporting formats noted on the website. The deadline for the 2017 reporting year is March 31, 2018.
If this is the first year you are required to file, you will need to register first. The EEOC has full instructions on their website at https://www.eeoc.gov/employers/eeo-1survey/index.cfm. Your firm will be issued a company number. Keep this in a safe place, as you will need it again next year.
If you filed last year, your designated EEO-1 contact per-son will receive an e-mail blast with information about the 2017 survey and a link to complete the survey. Please
note, your 2016 survey password will not work, but you can obtain or reset your password at https://egov.eeoc.gov/eeo1/login.jsp.
If you have a different EEO-1 contact person than last year, you will need to submit the new authorized per-son’s contact information on firm/company letterhead to the EEO-1 Joint Reporting Commission via e-mail at [email protected]. The letter must contain the new contact’s name, title, phone number and email address.
If you only have one location, you only need to complete a single Standard Form 100. According to the EEO-1 web-site, if you have more than one location you must file the following:
• A report covering the principal or headquarters office
• A separate report for each establishment employ-ing 50 or more persons
• A consolidated report that MUST include ALL em-ployees by race, sex and job category in establish-ments with 50 or more employees as well as es-tablishments with fewer than 50 employees
• A list, showing the name, address, total employ-ment and major activity for each establishment
employing fewer than 50 persons, must ac-company the consolidated report. The to-
tal number of employees indicated on the headquarters report, PLUS the establish-ment reports, PLUS the list of establish-ments with fewer than 50 employees, MUST equal the total number of employ-
ees shown on the consolidated report.
All forms for a multi-establishment company must be submitted in
one package.
How to Collect the DataThe preferred method of identification for the race/ethnicity information is self-identification. Employers must allow employees to use self-identification to com-plete the EEO-1. The EEO-1 website indicates that “If any employee declines to self-identify, employers may consult with employee-provided information when on-boarded or the employer may use visual observation.” Other information may be obtained from their new-hire onboarding paperwork or your HRIS system. Identifying information for individual employees is not collected as part of the survey.
There are several forms you can use for this purpose. Two of them are included on the EEO-1 website here: https://www.eeoc.gov/employers/eeo1survey/sample_self _iden-tification.cfm
To complete the survey you will also need to include job classification information. A list of classification codes, last updated in 2010, can be found here: https://www.eeoc.gov/employers/eeo1survey/jobclassguide.cfm.
Need More Information?If you need more information, the EEOC offers an updated 133-page EEO-1 Survey User’s Guide for 2017 at https://www.eeoc.gov/employers/eeo1survey/upload/2017-EEO-1-Survey-Users-Guide.pdf
They also offer a handy 25-page How To File An EEO-1 Report guide that can be found here: https://www.eeoc.gov/employers/eeo1survey/upload/eeo-1-how-to-guide.pdf
Final Note
As with most government regulated reporting require-ments, wading through plethora of information can be exhausting and time-consuming. However, beginning your preparation well in advance of the deadline should allow plenty of time to gather the information and the tools you need to compete this annual task. Happy Filing!
See pages 10 and 11 for sample the Standard Form 100.
What Is It?
The EEO-1 Report is a compliance survey mandated by federal statute and regulations. The survey is a way to report employment data that is categorized by race/ethnicity, gender and job category. Title VII of the Civil Rights Act of 1967, as amended by the Equal Employment Opportunity Act of 1972 this type of reporting. At the end of this article is a sample of the Standard Form 100.
EEO-1: What You Need to Know About Filing This Required Report
By Tracy Clark, CLM, MBA
8 9
IN FOCUS: HUMAN RESOURCES (HR) IN FOCUS: HUMAN RESOURCES (HR)
Who Must FileAll employers located in the 50 states and the District of Columbia with at least 100 employees are required to file the EEO-1 survey each year with the Equal Employment Opportunity Commission. Federal government contractors and first-tier sub-contractors with 50 or more employees and at least $50,000 in contracts must file as well.
So do you have to file or not? Are you on the cusp of having to file or not having to file? Well, the answer is, it is still unclear how employees should be counted. If you have telecommuting employees, sales/intake staff that work in the field, or have a mix of employees, contract workers, temps, etc. this cam be a complicated question.
Likewise, there is no definitive answer to the ques-tion “Does reaching one of the noted headcount thresholds on any single day during the reporting period trigger the reporting requirement?” Well it depends, as you are only required to use one payroll period in either October, November or December 2017.
Are you a government contractor? If so, should you consider the total amount of your government con-tracts obtained during the reporting year or does the $50,000 threshold only apply to contracts that were worked during the reporting year?
If you are unsure if you must file the EEO-1 Survey, seek legal counsel from your Employment Law attor-ney. You can also contact the EEOC directly at 1-877-392-4647 with questions.
How to FileFilers must complete the EEO-1 survey online or use one of the alternate reporting formats noted on the website. The deadline for the 2017 reporting year is March 31, 2018.
If this is the first year you are required to file, you will need to register first. The EEOC has full instructions on their website at https://www.eeoc.gov/employers/eeo-1survey/index.cfm. Your firm will be issued a company number. Keep this in a safe place, as you will need it again next year.
If you filed last year, your designated EEO-1 contact per-son will receive an e-mail blast with information about the 2017 survey and a link to complete the survey. Please
note, your 2016 survey password will not work, but you can obtain or reset your password at https://egov.eeoc.gov/eeo1/login.jsp.
If you have a different EEO-1 contact person than last year, you will need to submit the new authorized per-son’s contact information on firm/company letterhead to the EEO-1 Joint Reporting Commission via e-mail at [email protected]. The letter must contain the new contact’s name, title, phone number and email address.
If you only have one location, you only need to complete a single Standard Form 100. According to the EEO-1 web-site, if you have more than one location you must file the following:
• A report covering the principal or headquarters office
• A separate report for each establishment employ-ing 50 or more persons
• A consolidated report that MUST include ALL em-ployees by race, sex and job category in establish-ments with 50 or more employees as well as es-tablishments with fewer than 50 employees
• A list, showing the name, address, total employ-ment and major activity for each establishment
employing fewer than 50 persons, must ac-company the consolidated report. The to-
tal number of employees indicated on the headquarters report, PLUS the establish-ment reports, PLUS the list of establish-ments with fewer than 50 employees, MUST equal the total number of employ-
ees shown on the consolidated report.
All forms for a multi-establishment company must be submitted in
one package.
How to Collect the DataThe preferred method of identification for the race/ethnicity information is self-identification. Employers must allow employees to use self-identification to com-plete the EEO-1. The EEO-1 website indicates that “If any employee declines to self-identify, employers may consult with employee-provided information when on-boarded or the employer may use visual observation.” Other information may be obtained from their new-hire onboarding paperwork or your HRIS system. Identifying information for individual employees is not collected as part of the survey.
There are several forms you can use for this purpose. Two of them are included on the EEO-1 website here: https://www.eeoc.gov/employers/eeo1survey/sample_self _iden-tification.cfm
To complete the survey you will also need to include job classification information. A list of classification codes, last updated in 2010, can be found here: https://www.eeoc.gov/employers/eeo1survey/jobclassguide.cfm.
Need More Information?If you need more information, the EEOC offers an updated 133-page EEO-1 Survey User’s Guide for 2017 at https://www.eeoc.gov/employers/eeo1survey/upload/2017-EEO-1-Survey-Users-Guide.pdf
They also offer a handy 25-page How To File An EEO-1 Report guide that can be found here: https://www.eeoc.gov/employers/eeo1survey/upload/eeo-1-how-to-guide.pdf
Final Note
As with most government regulated reporting require-ments, wading through plethora of information can be exhausting and time-consuming. However, beginning your preparation well in advance of the deadline should allow plenty of time to gather the information and the tools you need to compete this annual task. Happy Filing!
See pages 10 and 11 for sample the Standard Form 100.
What Is It?
The EEO-1 Report is a compliance survey mandated by federal statute and regulations. The survey is a way to report employment data that is categorized by race/ethnicity, gender and job category. Title VII of the Civil Rights Act of 1967, as amended by the Equal Employment Opportunity Act of 1972 this type of reporting. At the end of this article is a sample of the Standard Form 100.
EEO-1: What You Need to Know About Filing This Required Report
By Tracy Clark, CLM, MBA
8 9
IN FOCUS: HUMAN RESOURCES (HR) IN FOCUS: HUMAN RESOURCES (HR)
10 11
IN FOCUS: HUMAN RESOURCES (HR) IN FOCUS: HUMAN RESOURCES (HR)
10 11
CHAPTER Recaps CHAPTER Recaps
12 1312 13
Dallas Chapter Holiday LuncheonDecember 7, 2017
Helen Hoeflich, Jolee Fay, Donna Rankin, Shannon Portugal, Kristy Parker, Becca Stutsman, Susan Sharp and Tammy Cowser
Jane West, Mary Cornwall, Janet Tedder, Joe Brennan, Matthew Tannehill (Legal Network) and Tommie Edmison
Liz Muth (Hope Supply), Megan Wilson, Claudia Gonzalez, Michael Singleton, Cindy Wood and David Downs (ASI)
Lori Clark (Premier Transportation), Celia Gerchario (Legal Network), Sandra Corcoran, Eileen Petersen and Terri PorterKristy Parker, Shannon Portugal
and Donna Rankin
Bart Allin and Nancy Erickson
Donna Rankin presents a check to
Liz Muth for Hope SupplySpecial Guest Liz Muth of Hope Supply
Wendy Buechele, Pam Breier, Kerri Gay, Barbara Kuhlke, Kim Williams and Brenda Homen
Tammy Cowser and Becca Stutsman
CHAPTER Recaps CHAPTER Recaps
12 1312 13
Dallas Chapter Holiday LuncheonDecember 7, 2017
Helen Hoeflich, Jolee Fay, Donna Rankin, Shannon Portugal, Kristy Parker, Becca Stutsman, Susan Sharp and Tammy Cowser
Jane West, Mary Cornwall, Janet Tedder, Joe Brennan, Matthew Tannehill (Legal Network) and Tommie Edmison
Liz Muth (Hope Supply), Megan Wilson, Claudia Gonzalez, Michael Singleton, Cindy Wood and David Downs (ASI)
Lori Clark (Premier Transportation), Celia Gerchario (Legal Network), Sandra Corcoran, Eileen Petersen and Terri PorterKristy Parker, Shannon Portugal
and Donna Rankin
Bart Allin and Nancy Erickson
Donna Rankin presents a check to
Liz Muth for Hope SupplySpecial Guest Liz Muth of Hope Supply
Wendy Buechele, Pam Breier, Kerri Gay, Barbara Kuhlke, Kim Williams and Brenda Homen
Tammy Cowser and Becca Stutsman
IN FOCUS: HUMAN RESOURCES (HR)
14 1514
CHAPTER RecapsHoliday Luncheon continued
Brenda Conine, Nicole Nemeth, Amelia Gray, Michelle Sheppard,
Cindy Stanley and Brooks Gould
Ugly Sweater Contest! Joe Brennan (1st), Cindy Wood (2nd), Liz Muth, Michelle Sheppard (3rd) and Sandy Corcoran (4th)
Rosie Jones (Robert Half), Deb Strube, Teresa Nowell, Bob Gordon, Songhai Sledge, Jennifer Nix and Sherry Macey
Denise Leech and Nate Benson
Reading Corner By Tracy Clark, CLM, MBA
Four Key HR Trends to Watch in 2018Forbes.com Blog Post by Chee Tung LeongDecember 19, 2017https://www.forbes.com/sites/chee-tung/2017/12/19/four-key-hr-trends-to-watch-in-2018/#117f679019de This article discusses changes in the employee experience with integrated engagement, culture and performance management. The digitalization of HR, people analytics, and on-demand hiring.
2018 Compliance Trends That HR Professionals Should KnowHumanResourcesToday.com article by Sean CooperJanuary 17, 2018http://www.humanresourcestoday.com/2018/trends/?open-article-id=7722287&article-title=2018-compliance-trends-that-hr-professionals-should-know&blog-domain=blr.com&blog-title=hr-daily-advisor Topics in this article include information about penalties for those companies that did not provide affordable, essential minimum coverage for full-time employees required as part of the Affordable Care Act in 2015 through 2017. The EEO-1 Report deadline moved from September 20, 2017 to March 31, 2018 for 2017 reporting. However, this grace period is not expected to be repeated for 2018. The feature highlights that many of the shaky regulations and compliance issues of the past several years are becoming steadier, allowing employers to find long-term solutions for things they struggle with today.
Top HR Technology Trends for 2018Society for Human Resource ManagementSHRM.org article by Aliah D. WrightDecember 29, 2017https://www.shrm.org/resourcesandtools/hr-topics/technology/pages/top-hr-technology-trends-2018.aspx This article includes insights into artificial intelligence, predictive software, use of apps at home and work, as well as ways in which employees can “talk” to HR using online conversation tools.
No time to peruse the web to stay up on the latest information and trends regarding human resources? Below are a few good reads you may want to take time to check out.
HR 2018 Future ViewWorkforce.com article by Ed FrauenheimDecember 19, 2008 (yes…that is correct…2008)http://www.workforce.com/2008/12/19/hr-2018-future-view/ This interesting article was written 10 years ago and made some interesting predictions about what HR would look like in 2018.
IN FOCUS: HUMAN RESOURCES (HR)
14 1514
CHAPTER RecapsHoliday Luncheon continued
Brenda Conine, Nicole Nemeth, Amelia Gray, Michelle Sheppard,
Cindy Stanley and Brooks Gould
Ugly Sweater Contest! Joe Brennan (1st), Cindy Wood (2nd), Liz Muth, Michelle Sheppard (3rd) and Sandy Corcoran (4th)
Rosie Jones (Robert Half), Deb Strube, Teresa Nowell, Bob Gordon, Songhai Sledge, Jennifer Nix and Sherry Macey
Denise Leech and Nate Benson
Reading Corner By Tracy Clark, CLM, MBA
Four Key HR Trends to Watch in 2018Forbes.com Blog Post by Chee Tung LeongDecember 19, 2017https://www.forbes.com/sites/chee-tung/2017/12/19/four-key-hr-trends-to-watch-in-2018/#117f679019de This article discusses changes in the employee experience with integrated engagement, culture and performance management. The digitalization of HR, people analytics, and on-demand hiring.
2018 Compliance Trends That HR Professionals Should KnowHumanResourcesToday.com article by Sean CooperJanuary 17, 2018http://www.humanresourcestoday.com/2018/trends/?open-article-id=7722287&article-title=2018-compliance-trends-that-hr-professionals-should-know&blog-domain=blr.com&blog-title=hr-daily-advisor Topics in this article include information about penalties for those companies that did not provide affordable, essential minimum coverage for full-time employees required as part of the Affordable Care Act in 2015 through 2017. The EEO-1 Report deadline moved from September 20, 2017 to March 31, 2018 for 2017 reporting. However, this grace period is not expected to be repeated for 2018. The feature highlights that many of the shaky regulations and compliance issues of the past several years are becoming steadier, allowing employers to find long-term solutions for things they struggle with today.
Top HR Technology Trends for 2018Society for Human Resource ManagementSHRM.org article by Aliah D. WrightDecember 29, 2017https://www.shrm.org/resourcesandtools/hr-topics/technology/pages/top-hr-technology-trends-2018.aspx This article includes insights into artificial intelligence, predictive software, use of apps at home and work, as well as ways in which employees can “talk” to HR using online conversation tools.
No time to peruse the web to stay up on the latest information and trends regarding human resources? Below are a few good reads you may want to take time to check out.
HR 2018 Future ViewWorkforce.com article by Ed FrauenheimDecember 19, 2008 (yes…that is correct…2008)http://www.workforce.com/2008/12/19/hr-2018-future-view/ This interesting article was written 10 years ago and made some interesting predictions about what HR would look like in 2018.
1616
Renewable Energy from the City DumpMost of us don’t give a second thought about our trash after the garbage truck collects it from our front driveways at home or from our wastebaskets at the office. Perhaps we think it is hauled off to some far away location to rot for the next several decades, but more likely we are simply apathetic to where the trash each of us produces every single day ends up. Perhaps this is because, from the consumer’s perspective, the trash collection process looks the same as it did 50 years ago.
Despite the trash collection process not changing much, our society has changed its trash-tossing habits dramatically within the last 50 years. Today, our trash heads to one of two places – a recycling plant or a landfill. More than a third of our waste is recycled rather than ending up in a dump. Paper used to be the number one material in landfills but now it is the nation’s most recycled product, as fully half of everything recycled is paper-based. In its place, leftover food has become the new challenge in waste reduction. Our society is recy-cling more than ever which means less garbage is being dumped into landfills, which in turn will add years to a landfill’s life. One habit is still in need of changing though, and that is casually tossing a recyclable item into a wastebasket rather than a recycling bin. If something recyclable gets tossed in the trash can, it will end up in a landfill. Once trash ends up at the landfill, it is there to stay, as nothing gets sorted.
In 1987, there were 763 landfills in Texas; today they are 198 but the average size of each site has nearly quadrupled. The amount of garage making its way to our landfills is less and cities are utiliz-ing technology to turn landfills into goldmines for sources of revenue. Most of us tend of think of recycling plants as environmentally friendly, but who’d think the city dump was an opportunity to produce renewable energy?
McCommas Bluff Landfill is on 996-acres just south of the Trinity River. It takes in over 5,000 tons of trash each day and over 2 million tons per year, and is one of the biggest in the state. A compactor rolls over the trash pile five times each day to flat-ten the heap, ensuring the trash is taking up the least amount room possible. Compactors today can press nearly twice the amount of waste into a cubic yard than could be done in the 1980’s. At the end of each day, a crew spreads a six-inch layer of clean dirt displaced from the next dig site on top of the heaps of trash deposited that day, which helps to mask odor and keeps the landfill looking more like a construction site rather than a giant pile of trash.
Waste management technology continues to improve with the latest being “bioreactor tech-nology,” which is a process that quickly breaks down trash into methane gas that is then sold into natural gas pipelines. This isn’t a new idea, as trash on its own will eventually break down and cre-ate methane gas. Implementing the technology helps a landfill’s trash create methane faster than it would if left alone, which translates into more revenue for the city.
McCommas Bluff Landfill produces about 5.5 mil-lion cubic feet of gas every day. On a far end of the landfill, a tower stores sludgy recycled wastewater containing bacteria, fungi, and other microorgan-isms, called leachate. This percolated wastewater flows from the storage tower into horizontal perfo-rated pipes that line the landfill and the wastewa-ter is injected into the trash and causes the trash to decompose much quicker than it would normally. A set of vertical pipes contain the decomposition gas into wells and the gas is then transferred to a processing facility on the opposite end of the land-fill site. This methane gas is then sold to power plants and used for energy in homes. Landfills are
GO Green by Michelle Sheppard
17
the second largest industrial source of meth-ane gas in the nation.
This process not only provides cities with another revenue source but also decreases the landfill’s giant piles of trash, making room for even more trash. The amount of trash in each cell of the landfill decreases more quickly, which translates to more space in the land-fill. Conceivably, with technology that has advanced far enough, a landfill could feasibly last forever.
The next time you deposit trash into a waste-basket, perhaps give a second thought as to where it will end up and the technologies and processes that go into turning our trash into renewable energy.
Sources
https://lakewood.advocatemag.com/2009/10/01/cover-story-trash-to-treasure/
http://greendallas.net/2018/01/16/good-bad-gassy/
http://www.houstonchronicle.com/business/article/Despite-recycling-gains-there-s-still-plenty-of-6584778.php#photo-8833777
1616
Renewable Energy from the City DumpMost of us don’t give a second thought about our trash after the garbage truck collects it from our front driveways at home or from our wastebaskets at the office. Perhaps we think it is hauled off to some far away location to rot for the next several decades, but more likely we are simply apathetic to where the trash each of us produces every single day ends up. Perhaps this is because, from the consumer’s perspective, the trash collection process looks the same as it did 50 years ago.
Despite the trash collection process not changing much, our society has changed its trash-tossing habits dramatically within the last 50 years. Today, our trash heads to one of two places – a recycling plant or a landfill. More than a third of our waste is recycled rather than ending up in a dump. Paper used to be the number one material in landfills but now it is the nation’s most recycled product, as fully half of everything recycled is paper-based. In its place, leftover food has become the new challenge in waste reduction. Our society is recy-cling more than ever which means less garbage is being dumped into landfills, which in turn will add years to a landfill’s life. One habit is still in need of changing though, and that is casually tossing a recyclable item into a wastebasket rather than a recycling bin. If something recyclable gets tossed in the trash can, it will end up in a landfill. Once trash ends up at the landfill, it is there to stay, as nothing gets sorted.
In 1987, there were 763 landfills in Texas; today they are 198 but the average size of each site has nearly quadrupled. The amount of garage making its way to our landfills is less and cities are utiliz-ing technology to turn landfills into goldmines for sources of revenue. Most of us tend of think of recycling plants as environmentally friendly, but who’d think the city dump was an opportunity to produce renewable energy?
McCommas Bluff Landfill is on 996-acres just south of the Trinity River. It takes in over 5,000 tons of trash each day and over 2 million tons per year, and is one of the biggest in the state. A compactor rolls over the trash pile five times each day to flat-ten the heap, ensuring the trash is taking up the least amount room possible. Compactors today can press nearly twice the amount of waste into a cubic yard than could be done in the 1980’s. At the end of each day, a crew spreads a six-inch layer of clean dirt displaced from the next dig site on top of the heaps of trash deposited that day, which helps to mask odor and keeps the landfill looking more like a construction site rather than a giant pile of trash.
Waste management technology continues to improve with the latest being “bioreactor tech-nology,” which is a process that quickly breaks down trash into methane gas that is then sold into natural gas pipelines. This isn’t a new idea, as trash on its own will eventually break down and cre-ate methane gas. Implementing the technology helps a landfill’s trash create methane faster than it would if left alone, which translates into more revenue for the city.
McCommas Bluff Landfill produces about 5.5 mil-lion cubic feet of gas every day. On a far end of the landfill, a tower stores sludgy recycled wastewater containing bacteria, fungi, and other microorgan-isms, called leachate. This percolated wastewater flows from the storage tower into horizontal perfo-rated pipes that line the landfill and the wastewa-ter is injected into the trash and causes the trash to decompose much quicker than it would normally. A set of vertical pipes contain the decomposition gas into wells and the gas is then transferred to a processing facility on the opposite end of the land-fill site. This methane gas is then sold to power plants and used for energy in homes. Landfills are
GO Green by Michelle Sheppard
17
the second largest industrial source of meth-ane gas in the nation.
This process not only provides cities with another revenue source but also decreases the landfill’s giant piles of trash, making room for even more trash. The amount of trash in each cell of the landfill decreases more quickly, which translates to more space in the land-fill. Conceivably, with technology that has advanced far enough, a landfill could feasibly last forever.
The next time you deposit trash into a waste-basket, perhaps give a second thought as to where it will end up and the technologies and processes that go into turning our trash into renewable energy.
Sources
https://lakewood.advocatemag.com/2009/10/01/cover-story-trash-to-treasure/
http://greendallas.net/2018/01/16/good-bad-gassy/
http://www.houstonchronicle.com/business/article/Despite-recycling-gains-there-s-still-plenty-of-6584778.php#photo-8833777
PROFESSIONAL DEVELOPMENT PROFESSIONAL DEVELOPMENT
18 19
March 8
THE FINANCIAL REPORTING CHECKLISTS EVERY FIRM SHOULD BE DOINGIn this session, we’ll build the checklist of critical tasks that are essential for well-managed financial reporting. Attend-ees will learn what makes a solid foundation for financial reporting and how periodic checks and reviews lead to better and more timely decision making.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100326
March 14
TIME ENTRY TO CASH RECEIPTS: 8 STEPS TO INCREASE REVENUE & PARTNER PROFITSOur experience has found that the key to law firm profit-ability is more easily achieved by raising revenue than trimming expenses. This presentation involves a basic to intermediate overview of specific areas (from time entry to cash receipts) for increasing revenue and partners’ profits. It will focus on the various factors that influence enhancing revenue objectives and presents ideas and methodologies to the attendees that they might employ to achieve their desired goals.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100327
March 20
DIVERSITY & INCLUSION: 60 TIPS IN 60 MINUTESWhy is diversity important, and how can we do a better job bringing diversity and inclusion to our lives and the work-place? Businesses must pursue diverse talent and achieve real inclusion if they want to be successful beyond today, and into tomorrow. This PowerPoint presentation in a visu-ally pleasing, graphically rich format explores the subjects of diversity and inclusion. Beginning with a fundamen-tal understanding of diversity and its many dimensions, participants will achieve greater comprehension of the types and layers of diversity, beyond those as defined by the Equal Employment Opportunity Commission (EEOC). Once the concept of diversity is explored, how do we go on to create real inclusion? How can we create policies and procedures that support our definition of success? What strategies can we employ, and where can we get help if we need it?
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=104374
February 20
AVOID EMPLOYEE LAWSUITS: TIPS & SECRETS TO MAKE SURE YOU STAY OUT OF COURT
https://www.anymeeting.com/AccountManager/RegEv.aspx?PIID=ED53D98480463C
March 20
WHAT IT MEANS TO BE A FINANCIALLY SUCCESSFUL FIRMhttps://www.anymeeting.com/AccountManager/RegEv.aspx?PIID=ED53D689844E3D
For more information on these CyberALA Webinars and Presentations: http://www.anymeeting.com/cyberala
ALA WEBINARS 2018
February 1
SOCIAL MEDIA, DIGITAL MARKETING MECHANICS AND MORE
You have social media. You have a website. You support both with content, such as blogs. But what is all of it really doing for you? In this session, we are going to take a look behind the curtain of your law practice’s strategic market-ing plan to discuss your website foundation, together with the seven digital marketing strategies you need to get your law firm ranked on Google’s first page. From SEO (search engine optimization) and the Google suite (including Google analytics/webmaster tools, Maps and AdWords) to publishing platforms, small search engine maximization, and reporting and conversion, we will dive deep into what your strategy should look like, along with best practices for getting where you want to go with your integrated digital marketing.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=%20100318
February 8
HOW TO MOVE YOUR ENTIRE FIRM TO THE CLOUD
The Cloud is here, and its rapidly evolving with more and better services available to law firms every year. Getting to the cloud, or changing from one cloud system to another can be a delicate and time consuming process. Here, we cover best practices in selecting a cloud provider, prepar-ing for a successful migration, and dealing with the inevi-table surprises that will occur.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100319
February 13
ADA AND ADAAA TRAINING FOR HUMAN RESOURCES
It’s important for law firm employers to develop policies and procedures that identify and effectively respond to disabled employees and requests for reasonable accom-modation. And recent changes and court interpretations to the Americans with Disabilities Act (ADA) — specifically the expansion of the definition of employees considered disabled under the ADA and increase in Equal Employ-ment Opportunity Commission (EEOC) charges alleging violations of the ADA — make it even more of a priority.
Participants will be able to identify triggers to the ADA interactive process, develop a systematic process for re-sponding to requests for accommodation, and learn the most common reasonable accommodations that must be provided to employees.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100320
February 14
HAS YOUR COMPANY BRIDGED THE GAP BETWEEN HUMAN VALUES AND ETHICS? DOES IT MATTER?
What causes otherwise intelligent people — people who know the difference between right and wrong — to make a choice that will negatively impact themselves and their organization? With a unique perspective gained from his own past experience, this session will shed new light on why we do what we do and how to influence behavior. Most ethics presentations and training programs focus on compliance and legal issues — as if ethical choices are either legal or not. The reality is, ethical choices have far more impact on a company long before the issue of “legal or illegal” comes into play. While your ethics code of con-duct might meet all the standards required, the missing piece for most companies is the ability to help manage-ment and employees understand the human dynamic as-sociated with conduct management.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100321
MARCH 1
TRELLO: INCREASE YOUR PRODUCTIVITY OVERNIGHT
According to Inc. magazine, we spend an average of 75 seconds on a task before we’re interrupted. Even more than external factors, we’re often forced to switch between various systems, calendars and soft-ware to get our work done. Is there a simpler way to be efficient and effective? In this session, you’ll learn how to implement a productivity tool called Trello that the speaker uses with both small practices and Am Law 100 firms.
http://ala.peachnewmedia.com/store/seminar/semi-nar.php?seminar=100324
FREE WEBINARS
PROFESSIONAL DEVELOPMENT PROFESSIONAL DEVELOPMENT
18 19
March 8
THE FINANCIAL REPORTING CHECKLISTS EVERY FIRM SHOULD BE DOINGIn this session, we’ll build the checklist of critical tasks that are essential for well-managed financial reporting. Attend-ees will learn what makes a solid foundation for financial reporting and how periodic checks and reviews lead to better and more timely decision making.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100326
March 14
TIME ENTRY TO CASH RECEIPTS: 8 STEPS TO INCREASE REVENUE & PARTNER PROFITSOur experience has found that the key to law firm profit-ability is more easily achieved by raising revenue than trimming expenses. This presentation involves a basic to intermediate overview of specific areas (from time entry to cash receipts) for increasing revenue and partners’ profits. It will focus on the various factors that influence enhancing revenue objectives and presents ideas and methodologies to the attendees that they might employ to achieve their desired goals.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100327
March 20
DIVERSITY & INCLUSION: 60 TIPS IN 60 MINUTESWhy is diversity important, and how can we do a better job bringing diversity and inclusion to our lives and the work-place? Businesses must pursue diverse talent and achieve real inclusion if they want to be successful beyond today, and into tomorrow. This PowerPoint presentation in a visu-ally pleasing, graphically rich format explores the subjects of diversity and inclusion. Beginning with a fundamen-tal understanding of diversity and its many dimensions, participants will achieve greater comprehension of the types and layers of diversity, beyond those as defined by the Equal Employment Opportunity Commission (EEOC). Once the concept of diversity is explored, how do we go on to create real inclusion? How can we create policies and procedures that support our definition of success? What strategies can we employ, and where can we get help if we need it?
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=104374
February 20
AVOID EMPLOYEE LAWSUITS: TIPS & SECRETS TO MAKE SURE YOU STAY OUT OF COURT
https://www.anymeeting.com/AccountManager/RegEv.aspx?PIID=ED53D98480463C
March 20
WHAT IT MEANS TO BE A FINANCIALLY SUCCESSFUL FIRMhttps://www.anymeeting.com/AccountManager/RegEv.aspx?PIID=ED53D689844E3D
For more information on these CyberALA Webinars and Presentations: http://www.anymeeting.com/cyberala
ALA WEBINARS 2018
February 1
SOCIAL MEDIA, DIGITAL MARKETING MECHANICS AND MORE
You have social media. You have a website. You support both with content, such as blogs. But what is all of it really doing for you? In this session, we are going to take a look behind the curtain of your law practice’s strategic market-ing plan to discuss your website foundation, together with the seven digital marketing strategies you need to get your law firm ranked on Google’s first page. From SEO (search engine optimization) and the Google suite (including Google analytics/webmaster tools, Maps and AdWords) to publishing platforms, small search engine maximization, and reporting and conversion, we will dive deep into what your strategy should look like, along with best practices for getting where you want to go with your integrated digital marketing.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=%20100318
February 8
HOW TO MOVE YOUR ENTIRE FIRM TO THE CLOUD
The Cloud is here, and its rapidly evolving with more and better services available to law firms every year. Getting to the cloud, or changing from one cloud system to another can be a delicate and time consuming process. Here, we cover best practices in selecting a cloud provider, prepar-ing for a successful migration, and dealing with the inevi-table surprises that will occur.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100319
February 13
ADA AND ADAAA TRAINING FOR HUMAN RESOURCES
It’s important for law firm employers to develop policies and procedures that identify and effectively respond to disabled employees and requests for reasonable accom-modation. And recent changes and court interpretations to the Americans with Disabilities Act (ADA) — specifically the expansion of the definition of employees considered disabled under the ADA and increase in Equal Employ-ment Opportunity Commission (EEOC) charges alleging violations of the ADA — make it even more of a priority.
Participants will be able to identify triggers to the ADA interactive process, develop a systematic process for re-sponding to requests for accommodation, and learn the most common reasonable accommodations that must be provided to employees.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100320
February 14
HAS YOUR COMPANY BRIDGED THE GAP BETWEEN HUMAN VALUES AND ETHICS? DOES IT MATTER?
What causes otherwise intelligent people — people who know the difference between right and wrong — to make a choice that will negatively impact themselves and their organization? With a unique perspective gained from his own past experience, this session will shed new light on why we do what we do and how to influence behavior. Most ethics presentations and training programs focus on compliance and legal issues — as if ethical choices are either legal or not. The reality is, ethical choices have far more impact on a company long before the issue of “legal or illegal” comes into play. While your ethics code of con-duct might meet all the standards required, the missing piece for most companies is the ability to help manage-ment and employees understand the human dynamic as-sociated with conduct management.
http://ala.peachnewmedia.com/store/seminar/seminar.php?seminar=100321
MARCH 1
TRELLO: INCREASE YOUR PRODUCTIVITY OVERNIGHT
According to Inc. magazine, we spend an average of 75 seconds on a task before we’re interrupted. Even more than external factors, we’re often forced to switch between various systems, calendars and soft-ware to get our work done. Is there a simpler way to be efficient and effective? In this session, you’ll learn how to implement a productivity tool called Trello that the speaker uses with both small practices and Am Law 100 firms.
http://ala.peachnewmedia.com/store/seminar/semi-nar.php?seminar=100324
FREE WEBINARS
PROFESSIONAL DEVELOPMENTBUSINESS PARTNER NEWS
2120
Dallas Chapter ALA Sponsorships Available!
The local business community supports The Dallas Chapter As-sociation of Legal Administrators in multiple ways. Sponsor sup-port enables the Chapter to host bi-monthly General Meetings featuring educational activities and speakers. Sponsorships also provide members the opportunity to receive a stipend to ALA Annual Conference, Business of Law Conferences and various specialty conferences held throughout the year. The Chapter’s Education and Newsletter Committees utilize the expertise of our Sponsor representatives as meeting speakers and newsletter article authors on topics of interest to our members. Lastly, their support provides the Chapter with access to tools and resources that help leaders manage the Chapter more efficiently and keep members well-informed.
The following links provide further information on becoming one of the Dallas Chapter’s valued Sponsors.
• Business Partner Products and Services Directory http://dallasala.org/Business_Partner_Product_and_Services_Directory
• 2018 Business Partner Sponsorship Opportunities and Order Form http://dallasala.org/im-ages/2018_Business_Partner_Commitment_Form.pdf
• 2018 Business Partner Sponsorship Benefits at a Glance http://dallasala.org/images/2018_Business_Partner_Sponsorshiop_Benefits_at_a_Glance.pdf
WebinarsALA is offering 32 webinars this year, including two monthly webinars on general topics and eight specialty webinars. Each 60-minute session is available both live and on-demand.alanet.org/webinars
eLearningTake part in ALA’s six-week instructor-led online courses. Classes meet live each week for an hour and are on-demand later at your convenience. alanet.org/elearning
PodcastsLegal Management Talk is the official podcast of ALA. Episodes are available through alanet.org/podcast and syndicated through iTunes. No subscription required!alanet.org/podcast
Conferences On-DemandALA recorded three of the most highly anticipated sessions from its 2017 Annual Conference & Expo. Available now! alanet.org/recordings
No matter what legal management specialty area applies to you, ALA offers online education live and on-demand at very affordable prices.
ALA’S EDUCATION A Great Value to Fit Your Schedule
alanet.org/education/online-learning
PROFESSIONAL DEVELOPMENTBUSINESS PARTNER NEWS
2120
Dallas Chapter ALA Sponsorships Available!
The local business community supports The Dallas Chapter As-sociation of Legal Administrators in multiple ways. Sponsor sup-port enables the Chapter to host bi-monthly General Meetings featuring educational activities and speakers. Sponsorships also provide members the opportunity to receive a stipend to ALA Annual Conference, Business of Law Conferences and various specialty conferences held throughout the year. The Chapter’s Education and Newsletter Committees utilize the expertise of our Sponsor representatives as meeting speakers and newsletter article authors on topics of interest to our members. Lastly, their support provides the Chapter with access to tools and resources that help leaders manage the Chapter more efficiently and keep members well-informed.
The following links provide further information on becoming one of the Dallas Chapter’s valued Sponsors.
• Business Partner Products and Services Directory http://dallasala.org/Business_Partner_Product_and_Services_Directory
• 2018 Business Partner Sponsorship Opportunities and Order Form http://dallasala.org/im-ages/2018_Business_Partner_Commitment_Form.pdf
• 2018 Business Partner Sponsorship Benefits at a Glance http://dallasala.org/images/2018_Business_Partner_Sponsorshiop_Benefits_at_a_Glance.pdf
WebinarsALA is offering 32 webinars this year, including two monthly webinars on general topics and eight specialty webinars. Each 60-minute session is available both live and on-demand.alanet.org/webinars
eLearningTake part in ALA’s six-week instructor-led online courses. Classes meet live each week for an hour and are on-demand later at your convenience. alanet.org/elearning
PodcastsLegal Management Talk is the official podcast of ALA. Episodes are available through alanet.org/podcast and syndicated through iTunes. No subscription required!alanet.org/podcast
Conferences On-DemandALA recorded three of the most highly anticipated sessions from its 2017 Annual Conference & Expo. Available now! alanet.org/recordings
No matter what legal management specialty area applies to you, ALA offers online education live and on-demand at very affordable prices.
ALA’S EDUCATION A Great Value to Fit Your Schedule
alanet.org/education/online-learning
LOCAL News LOCAL News
www.dallasala.org
DALLAS CHAPTER ALA REFERENCE SHEET
The Chapter has a variety of educational meetings that allow members to not only learn ways to become better administrators, but also
to connect and build relationships with peers. The cost of these meetings are included in your annual dues and attendance is the bestway to get the most of your membership. You may attend any and/or all meetings that you choose. All meetings are at the Belo
Mansion, 2101 Ross Avenue, unless noted otherwise. Parking in the Belo garage is $4. Although the charge to bring a guest to any meeting
DALLAS CHAPTER SECTIONSSection meetings are attended by members from firms of varying sizes. All legal administrators face the same challenges, just at different levels. Knowing how firms of other sizes handle challenges and situations you may encounter will allow you to become a better manager and prepare you for future experiences.
Small Firm Administrators Section1st Tuesday every month
Small Firm Administrators Section promotes the education of Chapter members who are administrators within firms with less than 75 attorneys and/or manage administrative functions for one or more offices both locally and/or internationally. Topics are related to the general administration of a law firm or corporate legal environment.
Large Firm Administrators Section
2nd Tuesday every month
Financial Management & SystemsTechnology Combination of round table discussions and speakers presenting topics relating to finance
and/or technology.
Human Resources4th Tuesday every month
Combination of round table discussions and speakers presenting on general HR topics, including current legislation and trends.
General Membership2nd Thursday – odd months
Professional speakers present on topics relevant to all areas of legal management.
Location: Tower Club, 1601 Elm Street, 48th floor; parking in Thanksgiving Tower garage is validated.
CHAPTER WEBSITEThe Chapter maintains a website as an additional resource for its members. Many parts of the website are available without a login. If you do not have, or have forgotten your login,
Home Page Contains information regarding the next upcoming Chapter event(s)
Business Partners A list of area business partners that support the Chapter and can be sorted by name or service provided.
Calendar .seitivitca retpahC fo radnelaC
Committees A complete list of Chapter section / committee chairs with contact information.
Job Bank .ytinummoc lagel eht ni sgninepo boj tnerruc fo tsiL
Newsletters Links to all Chapter electronic newsletters.
After you login, you will have access to the pages below, as well as others.
ForumsOnce you sign up for the general forum, you may send and receive emails regarding member inquiries.
Members Directory An up-to-date list of Chapter membership with complete contact information.
Officers and Directors An up-to date list of Chapter leadership with complete contact information.
Large Firm Administrators Section promotes the education of Chapter members who are administrators within firms with more than 75 attorneys and/or manage administrative functions for one or more offices, both locally and/or internationally. Topics are related to the general administration of a law firm or corporate legal environment. The Section consists of a Chair and/or Co-Chairs as well as a Board Liaison - all appointed by the President.
at the home page of www.dallasala.org under Member Area Login, click “Forgot Your Password?”. Below is a sample of items found on the website.
is $20, currently the chapter is waiving this fee.
North Dallas - 3rd ThursdayQuarterly - Mar., Jun., Sept., Dec.
Quarterly - Jan., Apr., Jun., Oct.
Combination of round table discussions and speakers presenting on general administrative topics, incuding current legislation and trends.
- 3rd Tuesday
www.dallasala.org
BOARD POSITIONS
The positions on the Board are nominated in November by the Nominating Committee and elected at the January General Membership meeting. Only persons who have held a section or committee chair position may be nominated for a Board position. All positions are 1 year terms except the Treasurer which is a 2 year term; however, the President, President-Elect and Past-President terms combine to make a 3 year term.
President
Provides oversight of all Chapter activities; presides at General Membership meetings; interacts with Regional and International Officers.
President-Elect
Backs up President at meetings; prepares for role of President; acts as liaison to assigned section / committees.
Past President
Serves as resource to President; chairs Chapter Job Bank and Legal Community Relations Committee; acts as liaison to assigned section / committees.
VP of Programs
Plans and coordinates all General Membership meetings; serves as a resource for section leaders; coordinates venues for Chapter meetings; acts as liaison to assigned sections / committees.
Secretary
Documents Chapter Board of Directors minutes; maintains corporate minute book; acts as liaison to assigned sections / committees.
Treasurer
Performs day-to-day financial duties; prepares monthly reports; works with contracted accountant to prepare all required tax reporting; must be a licensed CPA; acts as liaison to assigned sections / committees.
Director at Large
Supports Chapter leadership; acts as liaison to assigned sections / committees.
DALLAS CHAPTER COMMITTEESThe Chapter has several Committees to provide key information about the Chapter and networking opportunities for members to developand build relationships with other members and Business Partners. Below are a few of the Chapter’s Committees. Please see the Chapterwebsite for a complete list.
Business Partner Garners and maintains strong business relationships with area businesses that provide products
and services to the legal community.
Community Service
Organizes charitable giving and community service activities for the Chapter.
Education
Retains database of Chapter educational opportunities through Chapter meetings, webinars and other educational sessions.
Job Bank
Serves as a referral source for legal administrators seeking employment.
Media & Communications
Encompasses the Chapter newsletter, website and photographer to provide Chapter news in a timely manner.
Membership & Peer Connection
Oversees the membership recruitment, member roster and member record maintenance for the Chapter. Works to welcome and acclimate new members, and retain and engage existing members.
Social
Plans social events designed to facilitate networking among Chapter members.
Survey
Plans, implements and distributes an annual salary and benefits survey.
22 23
LOCAL News LOCAL News
www.dallasala.org
DALLAS CHAPTER ALA REFERENCE SHEET
The Chapter has a variety of educational meetings that allow members to not only learn ways to become better administrators, but also
to connect and build relationships with peers. The cost of these meetings are included in your annual dues and attendance is the bestway to get the most of your membership. You may attend any and/or all meetings that you choose. All meetings are at the Belo
Mansion, 2101 Ross Avenue, unless noted otherwise. Parking in the Belo garage is $4. Although the charge to bring a guest to any meeting
DALLAS CHAPTER SECTIONSSection meetings are attended by members from firms of varying sizes. All legal administrators face the same challenges, just at different levels. Knowing how firms of other sizes handle challenges and situations you may encounter will allow you to become a better manager and prepare you for future experiences.
Small Firm Administrators Section1st Tuesday every month
Small Firm Administrators Section promotes the education of Chapter members who are administrators within firms with less than 75 attorneys and/or manage administrative functions for one or more offices both locally and/or internationally. Topics are related to the general administration of a law firm or corporate legal environment.
Large Firm Administrators Section
2nd Tuesday every month
Financial Management & SystemsTechnology Combination of round table discussions and speakers presenting topics relating to finance
and/or technology.
Human Resources4th Tuesday every month
Combination of round table discussions and speakers presenting on general HR topics, including current legislation and trends.
General Membership2nd Thursday – odd months
Professional speakers present on topics relevant to all areas of legal management.
Location: Tower Club, 1601 Elm Street, 48th floor; parking in Thanksgiving Tower garage is validated.
CHAPTER WEBSITEThe Chapter maintains a website as an additional resource for its members. Many parts of the website are available without a login. If you do not have, or have forgotten your login,
Home Page Contains information regarding the next upcoming Chapter event(s)
Business Partners A list of area business partners that support the Chapter and can be sorted by name or service provided.
Calendar .seitivitca retpahC fo radnelaC
Committees A complete list of Chapter section / committee chairs with contact information.
Job Bank .ytinummoc lagel eht ni sgninepo boj tnerruc fo tsiL
Newsletters Links to all Chapter electronic newsletters.
After you login, you will have access to the pages below, as well as others.
ForumsOnce you sign up for the general forum, you may send and receive emails regarding member inquiries.
Members Directory An up-to-date list of Chapter membership with complete contact information.
Officers and Directors An up-to date list of Chapter leadership with complete contact information.
Large Firm Administrators Section promotes the education of Chapter members who are administrators within firms with more than 75 attorneys and/or manage administrative functions for one or more offices, both locally and/or internationally. Topics are related to the general administration of a law firm or corporate legal environment. The Section consists of a Chair and/or Co-Chairs as well as a Board Liaison - all appointed by the President.
at the home page of www.dallasala.org under Member Area Login, click “Forgot Your Password?”. Below is a sample of items found on the website.
is $20, currently the chapter is waiving this fee.
North Dallas - 3rd ThursdayQuarterly - Mar., Jun., Sept., Dec.
Quarterly - Jan., Apr., Jun., Oct.
Combination of round table discussions and speakers presenting on general administrative topics, incuding current legislation and trends.
- 3rd Tuesday
www.dallasala.org
BOARD POSITIONS
The positions on the Board are nominated in November by the Nominating Committee and elected at the January General Membership meeting. Only persons who have held a section or committee chair position may be nominated for a Board position. All positions are 1 year terms except the Treasurer which is a 2 year term; however, the President, President-Elect and Past-President terms combine to make a 3 year term.
President
Provides oversight of all Chapter activities; presides at General Membership meetings; interacts with Regional and International Officers.
President-Elect
Backs up President at meetings; prepares for role of President; acts as liaison to assigned section / committees.
Past President
Serves as resource to President; chairs Chapter Job Bank and Legal Community Relations Committee; acts as liaison to assigned section / committees.
VP of Programs
Plans and coordinates all General Membership meetings; serves as a resource for section leaders; coordinates venues for Chapter meetings; acts as liaison to assigned sections / committees.
Secretary
Documents Chapter Board of Directors minutes; maintains corporate minute book; acts as liaison to assigned sections / committees.
Treasurer
Performs day-to-day financial duties; prepares monthly reports; works with contracted accountant to prepare all required tax reporting; must be a licensed CPA; acts as liaison to assigned sections / committees.
Director at Large
Supports Chapter leadership; acts as liaison to assigned sections / committees.
DALLAS CHAPTER COMMITTEESThe Chapter has several Committees to provide key information about the Chapter and networking opportunities for members to developand build relationships with other members and Business Partners. Below are a few of the Chapter’s Committees. Please see the Chapterwebsite for a complete list.
Business Partner Garners and maintains strong business relationships with area businesses that provide products
and services to the legal community.
Community Service
Organizes charitable giving and community service activities for the Chapter.
Education
Retains database of Chapter educational opportunities through Chapter meetings, webinars and other educational sessions.
Job Bank
Serves as a referral source for legal administrators seeking employment.
Media & Communications
Encompasses the Chapter newsletter, website and photographer to provide Chapter news in a timely manner.
Membership & Peer Connection
Oversees the membership recruitment, member roster and member record maintenance for the Chapter. Works to welcome and acclimate new members, and retain and engage existing members.
Social
Plans social events designed to facilitate networking among Chapter members.
Survey
Plans, implements and distributes an annual salary and benefits survey.
22 23
24 25
7102 hcraM 1 desiveR gro.ALAsallaD.www noitacilppA pihsrebmeM ALA retpahC sallaD
Dallas Chapter Association of Legal Administrators
APPLICATION FOR MEMBERSHIP
Please accept my application for membership in The Dallas Chapter Association of Legal Administrators. Please check one:
I devote at least 75% of my working time to managerial duties and meet the criteria for regular membership. See the job descriptions below.
I am applying for and meet the criteria for an associate membership. See Associate membership below.
NAME: NICKNAME:
EMPLOYER NAME: POSITION/TITLE:
ADDRESS:
CITY:_________________________________________________________________ STATE: TX ZIP:
TELEPHONE: E-MAIL ADDRESS: __________________________
TOTAL NUMBER OF EMPLOYEES (including attorneys):_____________________ NUMBER OF ATTORNEYS:
EXEMPT (SALARIED) EMPLOYEE: Yes No DATE ENTERED LEGAL MANAGEMENT:
OPTIONAL: This information will not be distributed to the membership and will be used for statistical or informational purposes only. Your home address and phone number are requested so that you may be contacted about membership if you leave your firm.
Home Address: Home Phone:
Education: HS College 1 2 3 4 Degree Masters Doctorate Other degree/accreditation: CPA JD PHR SPHR CLM Other
WHICH OF THE FOLLOWING DESCRIPTIONS MOST CLOSELY RESEMBLES YOUR PRIMARY JOB RESPONSIBILITIES (PLEASE SELECT ONLY ONE).
Responsible for overall management of activities, including principal elements of supervision of all of the following functional descriptions, and/or general management, including management of a majority of the following activities: policy making, strategic and tactical planning, business development, risk management, quality control, organizational development, and other general management functions beyond mere attendance at management meetings.
Financial management, including management of a majority of the following activities: planning, forecasting, budgeting, variance analysis, financial reporting, operations analysis, general ledger accounting, rate determination, billing and collections, cash flow control, banking relationships, investment, tax planning, tax reporting, trust accounting, payroll, ERISA accounting, and other financial management functions beyond mere recordkeeping. Human Resource management, including management of a majority of the following activities for the legal, paralegal and support staff, recruiting, selection, placement, orientation, training and development, performance evaluation, salary administration, employee relations, motivation, counseling, disciplining, discharging, benefits administration, workers' compensation, personnel data systems, organizational analysis, job design, resource allocation, and other human resource management functions beyond mere recordkeeping.
Systems management, including management of a majority of the following activities: systems analysis, operational audits, procedure handbooks, cost/benefit analysis, computer system design, programming and systems development, information services, records management, library management, office automation document construction systems, information storage and retrieval, telecommunications, litigation support, legal practice systems, and other systems management functions beyond mere procedures manuals and computer program documentation.
Membership Fee Schedule If you join in Your dues are Jul / Aug / Sep $150.00 Oct / Nov / Dec $125.00 Jan / Feb / Mar $100.00 Apr / May / Jun $ 75.00
The dues apply to membership for the Chapter's membership year which runs
July 1st through June 30th.
7102 hcraM 1 desiveR gro.ALAsallaD.www noitacilppA pihsrebmeM ALA retpahC sallaD
Facilities management, including management of a majority of the following activities: space planning and design, office renovation, purchasing, inventory control, reprographics, records management, reception/switchboard services, telecommunications, mail, messenger, and other facilities management functions beyond mere purchase order processing.
Marketing management, including management of a majority of the following activities: participation in planning and developing firm, departmental and individual attorney marketing plans, collection and analysis of marketing research data, preparing and managing marketing budget, developing and implementing marketing programs, coordinating marketing efforts among departments and offices, participation in developing strategies to identify, select and promote new services offices and attorneys.
Practice management, including management of one or more of the following activities: lawyer recruiting, lawyer training and development, legal assistant supervision, practice development, marketing, public relations, advertising, work product quality control, professional standards, substantive practice systems, and other practice management or administration of any legal organization. Associate membership, including, (a) legal professionals who do not spend 75% of their time on managerial functions; (b) practicing lawyers involved in firm management; (c) retired legal administrators who are not otherwise employed; (d) full-time teachers or students of law management courses at institutions of higher learning.
FIRM STRUCTURE
Single Office Law Firm Multi-Office Law Firm Corporate Legal Department Governmental Agency
SECTION INTERESTS – We have the following special interest sections that meet. You may select more than one. All members are encouraged to
attend any and all meetings.
Human Resources Large Firm Administrators Small Firm Administrators
Financial Mgt/Systems Technology
GETTING ACTIVE - We have many volunteer opportunities with varying levels of time commitment.
Are you interested in a leadership role within the Chapter? This includes being a section or committee chair/co-chair and/or becoming a member of the Board of Directors. Yes No
Are you interested in volunteering? This includes having the opportunity to volunteer and serve for various community service events throughout the year such as the N. Texas Food Bank, Stew Pot, etc. Yes No
Do you have any special areas of interest? _______________________________________________________________
IMPORTANT – PLEASE NOTE:
• Membership in the International Association of Legal Administrators is a requirement for membership in the Dallas Chapter. You can get information and join International ALA online at www.alanet.org.
• Payment of dues for Chapter membership must accompany this application.
• Membership is not issued to an organization and membership is neither transferable nor refundable.
• Membership applications are accepted subject to review and approval.
I am a member of the International Association of Legal Administrators
Member Number:________________________
I have applied for membership in the International Association of Legal Administrators
Date of Application:______________________
:ETAD :ERUTANGIS S'TNACILPPA
Return this Dallas Chapter application with check payable to Dallas Chapter ALA to: Barbara Kuhlke * Littler, Mendelson PC * 2001 Ross Avenue, Suite 1500, Dallas TX 75201
www.DallasALA.org
North Dallas
24 25
7102 hcraM 1 desiveR gro.ALAsallaD.www noitacilppA pihsrebmeM ALA retpahC sallaD
Dallas Chapter Association of Legal Administrators
APPLICATION FOR MEMBERSHIP
Please accept my application for membership in The Dallas Chapter Association of Legal Administrators. Please check one:
I devote at least 75% of my working time to managerial duties and meet the criteria for regular membership. See the job descriptions below.
I am applying for and meet the criteria for an associate membership. See Associate membership below.
NAME: NICKNAME:
EMPLOYER NAME: POSITION/TITLE:
ADDRESS:
CITY:_________________________________________________________________ STATE: TX ZIP:
TELEPHONE: E-MAIL ADDRESS: __________________________
TOTAL NUMBER OF EMPLOYEES (including attorneys):_____________________ NUMBER OF ATTORNEYS:
EXEMPT (SALARIED) EMPLOYEE: Yes No DATE ENTERED LEGAL MANAGEMENT:
OPTIONAL: This information will not be distributed to the membership and will be used for statistical or informational purposes only. Your home address and phone number are requested so that you may be contacted about membership if you leave your firm.
Home Address: Home Phone:
Education: HS College 1 2 3 4 Degree Masters Doctorate Other degree/accreditation: CPA JD PHR SPHR CLM Other
WHICH OF THE FOLLOWING DESCRIPTIONS MOST CLOSELY RESEMBLES YOUR PRIMARY JOB RESPONSIBILITIES (PLEASE SELECT ONLY ONE).
Responsible for overall management of activities, including principal elements of supervision of all of the following functional descriptions, and/or general management, including management of a majority of the following activities: policy making, strategic and tactical planning, business development, risk management, quality control, organizational development, and other general management functions beyond mere attendance at management meetings.
Financial management, including management of a majority of the following activities: planning, forecasting, budgeting, variance analysis, financial reporting, operations analysis, general ledger accounting, rate determination, billing and collections, cash flow control, banking relationships, investment, tax planning, tax reporting, trust accounting, payroll, ERISA accounting, and other financial management functions beyond mere recordkeeping. Human Resource management, including management of a majority of the following activities for the legal, paralegal and support staff, recruiting, selection, placement, orientation, training and development, performance evaluation, salary administration, employee relations, motivation, counseling, disciplining, discharging, benefits administration, workers' compensation, personnel data systems, organizational analysis, job design, resource allocation, and other human resource management functions beyond mere recordkeeping.
Systems management, including management of a majority of the following activities: systems analysis, operational audits, procedure handbooks, cost/benefit analysis, computer system design, programming and systems development, information services, records management, library management, office automation document construction systems, information storage and retrieval, telecommunications, litigation support, legal practice systems, and other systems management functions beyond mere procedures manuals and computer program documentation.
Membership Fee Schedule If you join in Your dues are Jul / Aug / Sep $150.00 Oct / Nov / Dec $125.00 Jan / Feb / Mar $100.00 Apr / May / Jun $ 75.00
The dues apply to membership for the Chapter's membership year which runs
July 1st through June 30th.
7102 hcraM 1 desiveR gro.ALAsallaD.www noitacilppA pihsrebmeM ALA retpahC sallaD
Facilities management, including management of a majority of the following activities: space planning and design, office renovation, purchasing, inventory control, reprographics, records management, reception/switchboard services, telecommunications, mail, messenger, and other facilities management functions beyond mere purchase order processing.
Marketing management, including management of a majority of the following activities: participation in planning and developing firm, departmental and individual attorney marketing plans, collection and analysis of marketing research data, preparing and managing marketing budget, developing and implementing marketing programs, coordinating marketing efforts among departments and offices, participation in developing strategies to identify, select and promote new services offices and attorneys.
Practice management, including management of one or more of the following activities: lawyer recruiting, lawyer training and development, legal assistant supervision, practice development, marketing, public relations, advertising, work product quality control, professional standards, substantive practice systems, and other practice management or administration of any legal organization. Associate membership, including, (a) legal professionals who do not spend 75% of their time on managerial functions; (b) practicing lawyers involved in firm management; (c) retired legal administrators who are not otherwise employed; (d) full-time teachers or students of law management courses at institutions of higher learning.
FIRM STRUCTURE
Single Office Law Firm Multi-Office Law Firm Corporate Legal Department Governmental Agency
SECTION INTERESTS – We have the following special interest sections that meet. You may select more than one. All members are encouraged to
attend any and all meetings.
Human Resources Large Firm Administrators Small Firm Administrators
Financial Mgt/Systems Technology
GETTING ACTIVE - We have many volunteer opportunities with varying levels of time commitment.
Are you interested in a leadership role within the Chapter? This includes being a section or committee chair/co-chair and/or becoming a member of the Board of Directors. Yes No
Are you interested in volunteering? This includes having the opportunity to volunteer and serve for various community service events throughout the year such as the N. Texas Food Bank, Stew Pot, etc. Yes No
Do you have any special areas of interest? _______________________________________________________________
IMPORTANT – PLEASE NOTE:
• Membership in the International Association of Legal Administrators is a requirement for membership in the Dallas Chapter. You can get information and join International ALA online at www.alanet.org.
• Payment of dues for Chapter membership must accompany this application.
• Membership is not issued to an organization and membership is neither transferable nor refundable.
• Membership applications are accepted subject to review and approval.
I am a member of the International Association of Legal Administrators
Member Number:________________________
I have applied for membership in the International Association of Legal Administrators
Date of Application:______________________
:ETAD :ERUTANGIS S'TNACILPPA
Return this Dallas Chapter application with check payable to Dallas Chapter ALA to: Barbara Kuhlke * Littler, Mendelson PC * 2001 Ross Avenue, Suite 1500, Dallas TX 75201
www.DallasALA.org
North Dallas
