Temple American Inn of Court

Team Leader Checklist
2023-2024 Term

 

Guidance on Topics / Programming

  • Start brainstorming with team members as soon as practicable and ideally about 2-3 months before the program, AS SOON AS POSSIBLE
  • Topics should be timely and apolitical to the extent possible; there has been recent feedback that programming has been too overtly political and we should strive for legal issues of interest to the Inn
  • Topics should be interesting and make the audience think about an important topic or a timely update on an important legal issue; the best programs leave the audience talking on the way out the door about the issues presented by the presentation
  • Consider having multi-media, video, and guest presenters in addition to the traditional skit / vignette format
  • Delegate tasks within the team and make members responsible for different parts of the program; the best programs have buy-in and participation from the greatest number of team members
  • In-person meetings are most productive and consider having them weekly in the lead up to the program
  • Have social events within the team other than program planning!

 

Location Checklist

  • Your budget is $2000 for EVERYTHING, including food, beverages, event space, etc.
  • Locate a venue and confirm said venue with the Inn Administrator, Amey Park (apark@bm.net).
    • FREE venues are highly encouraged, as our budget is constrained.
    • If you are requesting money to book a venue, please contact the Inn Treasurer, Steve Tornone (stornone@donors1.org), BEFORE booking the venue. Our budget may not allow for us to pay for a venue.
    • Your venue should be ADA accessible.
  • Set up caterer and buy alcoholic beverages
    • DiBruno Brothers has become quite expensive, so we encourage using other caterers.
    • We recommend the following caterers:
      • 12th Street Catering, contact Kara Rivers, krivers@12stcatering.com
      • Hart of Catering & Café, contact Kevin Hart, kevin@thehartofcatering.com
    • We use drop-off catering, so you will need to make sure that you do the following:
      • Order plates, napkins, silverware, and cups
      • Have someone at the venue early to receive the catering
      • Have team members prepared to clean up the catering following the program
    • If you need assistance ordering food, please reach out to Melanie Foreman (mjforeman@mdwcg.com), Amey Park (apark@bm.net), or Steve Tornone (STornone@donors1.org).
    • Follow-up with the caterer a few days before your program to ensure delivery and that paper products are included.
    • We recommend ordering for approximately 40 – 50 individuals.
    • Teams will be responsible for buying alcoholic beverages within their $2000 budget. We suggest spending $250 on alcoholic beverages.
    • Don’t forget to order non-alcoholic beverages.
  • Contact Jason Novak at jnovak@us.veritext.com to video tape the program.

 

CLE Checklist

45 days prior to your program, send the following information to Kelly Conway (e.kelly.conway@gmail.com) and Sam Weinstock (sweinstock@cslattorneys.com).  Failing to send this information in a timely fashion will affect the ability of the entire Inn to receive CLE credits.

  • Course Title
  • Course Date and Time
  • Course City and State
  • 500-character course description
  • Any supporting materials
  • If you are requesting Ethics, please designate the program as such. You will need to justify the Ethics credit via the following guidelines:
    • Ethics and/or professional responsibility courses or segments of courses are devoted to (1) the substance, underlying rationale, and the practical application of the Rules of Professional Conduct; (2) the professional obligations of the attorney to the client, the court, the public, and other lawyers; or (3) substance abuse and its effects on lawyers and the practice of law. BCLE Reg. 103:1(k).

 

Post-Presentation Checklist

  • Within 7 days after your program, submit all materials required by National to Laura Persun (lpersun@creditacceptance.com)
  • Retain bios of your team members in the event we are audited in the future.
  • Report to the Inn Membership Co-Chairs, Yvette Cooper (yvette.cooper@usaa.com), Maria Janoski (mjanoski@janoski-law.com), and Brooke Kravitz (bkk@sheinlaw.com), regarding team members that were especially helpful and team members who were non-participatory.

 

Networking and Developing of Professional Relationships

  • Hold team meetings in person (if possible)
  • Throughout the year, organize/host other in-person get-togethers with the team (team lunch, meetings for coffee, team happy hour)
    • The goal is to encourage consistent networking and mentoring opportunities throughout the year (that supplement substantive team meetings and the monthly meetings), including after your team presents its monthly program

Day-of-Service

  • Encourage team members to participate in day-of-service activities