by Suzanne Tran, Firm Administrator, Kantor Taylor PC
Dear PSALA Chapter Members & Business Partners,
Another year has flown by! It has been a privilege to serve on the Board with our dedicated Immediate Past President (and now Vice President of Business Partner Relations!), Amy Strok, as well as our outgoing Executive and Extended Board. Thank you to Amy for her steadfast leadership, guidance, support, and friendship throughout the last year. I couldn’t ask for a better friend and mentor as I step into my new role. Thank you as well to the Board members for their incredible behind the scenes efforts in running, improving, and promoting PSALA. These talented individuals have all played a critical role in the past year and I can’t imagine where we would be without them. I am so excited to be working with so many new faces on the Board and Extended Board this year.
In reflecting about the past year and where we’re headed, we are truly in a period of transition, and I am eager to see how all of us and our firms adapt to a post-pandemic world. While we are proud of the fact that we have been able to pivot to virtual meetings for our members, I think many of us are looking forward to getting back to connecting with each other and our Business Partners in person. We will continue to have both virtual and in-person meetings to allow members and Business Partners the most flexibility to attend events.
Speaking of our Business Partners…we appreciate you! Not only do your sponsorships allow us to continue to put on fantastic educational and networking programs, but you all have been invaluable resources throughout the pandemic. From how to source PPE to Washington State’s Long Term Care Act to Cyber Security, our Business Partners have demonstrated that they are top notch in their fields, and we are excited to continue partnering with so many of you and we thank you for your continued support.
It goes without saying that PSALA has been an incredible resource for all of us especially in the past few years and I encourage us all to continue to grow our community and networks. PSALA has helped me tremendously in the development of my career and that is why it is such an honor to give back to this organization. If you would like to get involved, please consider volunteering your time and reaching out to a current (or former) Board member and we can steer you in the right direction. Consider joining a committee, presenting at a roundtable, or engaging in SPARK meetups. If PSALA is not what you want it to be, how can we make it better? Feel free to reach out to me directly!
ALA is the undisputed leader for the business of law, focused on the delivery of cutting-edge management and leadership products and services to the global legal community. We identify and provide solutions to the most strategic and operational challenges our members and customers face today, while we prepare them for the opportunities and challenges of tomorrow.
Leading and inspiring innovation in the legal workplace through the pursuit and exchange of professional knowledge.
- Develop and deliver programs and products that will provide high quality, competency-based education to members of the legal management team.
- Provide opportunities for Chapter members to develop and enhance their leadership and organizational skills through participation in Board, committee and section positions.
- Improve and strengthen the flow of information, through various levels of governing bodies, to and from the members.
- Strengthen the Chapter’s economic base in order to enhance the services and benefits available to members.
- Implement an organizational structure, which allocates the policy and operational roles and responsibilities of volunteers to assure that organizational resources are used effectively to achieve the Chapter’s goals.
- Increase the visibility and credibility of the Association of Legal Administrators and its members in the legal community through effective marketing and communications and through liaisons with bar and other law-related associations at the local, state, and national levels.
- Retain and recruit members from all components of the legal management team.
- Provide opportunities for Chapter members to create and develop a network of resources within the local legal community.
- Increase sensitivity to cultural diversity within the Chapter and in the legal management community.
For many years, the traits of an “ideal” chapter of ALA were discussed among chapter and Association leaders. The following performance objectives were crafted from those discussions and have been officially adopted by the ALA Board of Directors. All chapters are expected to meet or exceed these objectives which are intended to strengthen the ability of chapters to take effective, collaborative action to improve the quality of management in legal services organizations; promote and enhance the competence and professionalism of legal administrators and other members of the legal management team; and represent professional legal management and managers in the legal community and to the community at large. Chapters are urged to assess their progress, on an ongoing basis, in achieving the objectives outlined below:
- The chapter provides, on a regular basis, quality educational opportunities (beyond routine networking and/or social events) for its members and individuals of the legal management team. On a regular basis, the chapter will provide a Chapter Education Summary of all its educational programs and presenters to the Regional Education Officer.
- The chapter creates an awareness among its members of the Association’s mission statement, goals and Code of Ethics, and highlights the activities of all levels of the organization. This awareness can be developed through written communication (e.g., newsletter, minutes, etc.) which are provided to members on a regular basis and during chapter meetings or events.
- The chapter strives to enhance the visibility and credibility of the profession and the Association through activities such as community service projects and alliances with bar associations and other law-related professional associations.
- The chapter creates a workable structure to maximize its efficiency which focuses on member involvement and capitalizes on the interests, enthusiasm and expertise of its members.
- The chapter maintains a continuous recruitment effort to attract a diversity of new members to the Association.
- The chapter’s president and/or president-elect participate(s) in at least one ALA leadership training session each year. To facilitate effective leadership training opportunities, all chapters will install officers in April of each year.
- The chapter has a regional council representative who attends council meetings and provides reports of each meeting to the members of the chapter.
- The chapter obtains tax exempt status and files annual tax returns, where appropriate and as indicated by pertinent regulatory bodies. The chapter also maintains procedures for ensuring that annual filings and renewals are made with appropriate agencies. In addition to any insurance coverage the chapter may secure, the chapter takes appropriate action (such as by incorporation) to ensure the personal assets of its members are protected.
- The chapter’s treasury is not commingled with employer or personal funds and the chapter maintains appropriate internal controls to ensure financial security. The chapter maintains procedures for regular, periodic review of books, accounts and records by chapter officers (other than the treasurer or other officer with primary financial responsibilities) and/or by outside, independent auditors.
- The chapter adheres to and abides by its own bylaws. In addition, the chapter seeks and obtains Headquarters’ approval of proposed amendments to chapter bylaws prior to a vote by members to make them effective.
- All compensation/economic survey questionnaires are reviewed and approved by Headquarters prior to dissemination. The chapter is responsible for creating and maintaining awareness of antitrust issues, including those published in ALA’s Antitrust Guide.
- The chapter uses the ALA logo and other Association symbols pursuant to guidelines provided by Headquarters.
- Immediately following the chapter’s election of officers, the chapter president (or designee) provides ALA Headquarters with a list of the individuals who will assume chapter office as of April. Within 45 days of taking office, the chapter president updates and returns the chapter’s Chapter Profile to ALA Headquarters. Semiannually, chapters will review and return chapter member verification reports to ALA Headquarters.
- The chapter will, at all times, ensure that all members of the chapter are members of ALA. On an annual basis, the chapter president will submit a timely statement certifying compliance with this bylaw provision.
ALA Code of Professional Responsibility
As legal management professionals, members of ALA shall abide by high ethical standards. This ALA Code of Professional Responsibility sets forth standards for the administration of legal management practices. Legal administrators at all levels have a responsibility to uphold and incorporate these standards into their everyday performance. This Code applies to the administration of legal organizations including private firms, corporate legal departments, legal clinics, government agencies and courts.
- Responsibilities to the Profession of Legal Management:
- Uphold the ALA Code of Professional Responsibility and the mission of the Association of Legal Administrators;
- Conduct oneself with integrity and project a positive image of the legal management profession;
- Pursue continuing education to maintain a high level of proficiency in management procedures and issues;
- Promote initiatives for civic, economic and social well-being within our communities; and
- Advocate increased diversity in the legal management community and in all legal service organizations.
- Responsibilities to the Legal Employer and its Employees:
- Foster an environment that promotes the use and improvement of sound business practices where all employees can develop, contribute and prosper;
- Be truthful and forthright in all forms of professional and organizational communication;
- Report financial information promptly, completely and accurately, and in a manner that facilitates informed decision making;
- Implement policies and procedures to address professional responsibility, business ethics and conduct;
- Establish an appropriate grievance and appeals process tailored to the legal organization’s size and structure; and
- Promote a work environment that does not discriminate, intimidate or allow harassment based on race, color, ethnicity, national origin, gender, age, religion, disability, veteran’s status, marital status, sexual orientation or other legally protected characteristics.
- Responsibilities to those Outside the Legal Organization:
- Respect the customs and practices of clients, prospective clients, business partners and the community at large;
- Avoid actual or apparent conflicts of interest and advise all appropriate parties of potential conflicts;
- Refrain from soliciting or accepting any fee, commission, gift, gratuity, discount or loan on behalf of oneself, family or friends, that may influence business decisions;
- Ensure the existence of policies and procedures to provide quality client service;
- Utilize confidential and proprietary information solely for legal practice or management purposes and not to further private interest or personal profit; and
- Support outreach activities that cultivate pro bono assistance and law related public education to meet community needs.
PSALA – Leading and inspiring innovation in the legal workplace through the pursuit and exchange of professional knowledge.