2023 Fall Meeting

October 26, 2023 – October 28, 2023
5402 East Lincoln Drive
Scottsdale
Arizona
85253
United States

Overview

Hosted by Engelman Berger.

Engelman Berger is comprised of experienced lawyers who are well recognized for their expertise and commitment to resolve commercial disputes and assist clients in preventing legal problems through proper planning. The firms’ clients are national and local lenders, borrowers, lessors, tenants, family-owned businesses, developers, franchise owners, municipalities and investors. Industries served include banking and lending, credit unions, real estate, construction, restaurant, hospitality, medical, retail, wholesale, and agricultural, among others. The firm provides creative and focused representation in all federal and state courts, bankruptcy court, arbitrations, mediations and settlement negotiations. The firm facilitates business and real estate transactions through counsel, negotiation and proper documentation.

The firm’s lawyers are problem solvers and focused on listening to and helping clients reach their goals. The lawyers are recognized with Martindale Hubbell AV ratings, listings in “Super Lawyers,” and U.S. News & World Report’s “Best Lawyers in America,” among other recognitions. The firm is locally owned and the lawyers take an active role in community activities.

Registration

Name	Price	Quantity
Fall Meeting Registration	$1,600.00	Fall Meeting Registration quantity
Fall Meeting Guest	$400.00	Fall Meeting Guest quantity
Fall Meeting Excursion	$250.00	Fall Meeting Excursion quantity

Agenda

Thursday, October 26th

8:30a

11:30a

Advisory Board Meeting

12:00p

1:00p

Member Welcome Lunch

Salon M, JW Marriott Camelback Inn Scottsdale

PACIFIC COAST LUNCH BUFFET (SMAL GROUP)

Roasted Heirloom Cauliflower Salad (Veg, GF)
Pickled Onions and Fresno Chilis | Local Virgin Olive Oli
Lemon | Tarragon

Strawberry Spinach Salad
Baby Spinach | Cucumber | Strawbery | Pecans Crumbled Goat Cheese
Champagne Vinaigrete

Roasted Baby Carrots (V, GF)
Extra Virgin Olive Oli | Garden Herbs | Roasted Garlic

WJ Chefs Garden Rosemary Chicken G(F, DF)
Rosemary Jus

Lemon-Thyme Salmon
Roasted Garlic Butter

Pasta Primavera (Veg)
Penne Pasta | Chery Tomato | Asparagus | Herbs
Pesto Cream Sauce |Parmesan

1:00p

1:15p

Welcome and Introductions

Salon B+C, JW Marriott Camelback Inn Scottsdale

Breana Jackson

Executive Director, Legus International

1:15p

2:30p

Legus Task Force Introduction

Salon B+C, JW Marriott Camelback Inn Scottsdale

Sandra Boyer

President, Legus International

2:30p

2:45p

Networking Break

JW Marriott Camelback Inn Scottsdale

2:45p

3:45p

Managing the Law Firm in a Rapidly Changing Legal Market with Marci Taylor

Salon B+C, JW Marriott Camelback Inn Scottsdale

After experiencing some of their best financial years ever, law firms are readjusting their business strategies for uncertain economic times. Continuing challenges for recruiting and retaining talent, adapting to a permanent hybrid work environment, realignment of staff and operations, shifting marketing and business development strategies and an increased focus on technology and cybersecurity are leading concerns for law firm management. This presentation will share the latest trends in law firm management including key financial performance indicators, changing strategies for firm growth, talent management and building a thriving firm culture in a post-pandemic world.

Marci Taylor

Principal, Law Firm Advisory, Mantra

5:00p

7:00p

Member and Guest Reception

@ Engelman Berger Offices

There is no post reception dinner planned, but here are some local recommendations from our friends at Engelman Berger:

Across the street is an old school steakhouse named Durant’s. http://durantsaz.com/ Think red velour wallpaper and stiff drinks. It is walking distance. For more variety, there is Fez down the road. https://www.fezoncentral.com/ It is more casual (cheaper) and a lighter menu.

Friday, October 27th

8:00a

8:45a

Member Breakfast

Salon D, JW Marriott Camelback Inn Scottsdale

PARADISE VALLEY CONTINENTAL

Orange Juice, Cranberry Juice and Grapefruit Juice

An Assortment of Organic Fruit Yogurts and Organic Plain Yogurts

Seasonal Sliced Fruit

Chef’s Selection of Breakfast Pastries, Muffins and Croissants
Sweet Creamery Buter, Preserves and Almond Buter

Steel Cut Oats (V, GF)
Brown Sugar, Almond, Cinnamon and Dried Fruit

Breakfast Sandwiches
Brioche, Scrambled Eggs, Cheddar Cheese, and Applewood Smoked Bacon

A Selection of Breakfast Cereals with Whole, %2 and Skim Milk
Starbucks Regular and Decaffeinated Cofee and Hot Tea
Half and Half, Whole Milk, Skim Mkli and Mkli Substitute

8:45a

9:00a

Welcome and Housekeeping

Salon B+C, JW Marriott Camelback Inn Scottsdale

Breana Jackson

Executive Director, Legus International

9:00a

9:45a

Current State of Legal Education and Trends

Salon B+C, JW Marriott Camelback Inn Scottsdale

The Dean of the Arizona State University Law School joins us to breakdown what’s currently happening in their law school.

Stacy Leeds

Willard H. Pedrick Dean and Regents Professor of Law, Arizona State University Law School

9:45a

10:45a

What Can Non-Lawyers Teach Lawyers about the Practice of Law?

Salon B+C, JW Marriott Camelback Inn Scottsdale

Scott Cohen

Engelman Berger, PC
Michael Rolland

Engelman Berger, PC

10:45a

11:00a

Networking Break

JW Marriott Camelback Inn Scottsdale

Fresh Fruit Kabobs (V, GF)
Mint-Agave Drizzle
Raspberry Spa Oatmeal Bars
Starbucks Regular and Decaffeinated Coffee and Hot Tea
Half and Half, Whole Milk, Skim Milk and Milk Substitute
Assorted Soft Drinks, Bottled Waters and Mineral Waters

11:00a

12:00p

Using Expert Witnesses

Salon B+C

David Benick

Thomas Franklin
Damien Meyer

Partner, Engelman Berger, PC
Nicole Manos

Senior Managing Director, Resolute

12:00p

1:30p

Networking Lunch

Salon D, JW Marriott Camelback Inn Scottsdale

THE SONORAN LUNCH BUFFET

Tortilla Chips (DF)
Salsa Casera | Salsa Verde | Guacamole

Chopped Romaine Salad
Corn Pico de Galo |Spiced Pepitas | Bacon | Queso Fresca Cheese
Buttermilk Avocado Dressing

Street Tacos
Spiced Skirt Steak | Marinated Chicken | Achiote Roasted Cauliflower
Mini Flour Tortillas
served with Salsa Casera, Salsa Verde, Limes, Cojita Cheese, Onion-Cilantro, Tomatoes, Jalapeños, Sour Cream and WJ Hot Sauce

Elote Corn (Veg, GF)

Cilantro Lime Rice (Veg, GF)

Ranchero Beans (Veg, GF)
Charred Jalapeno | Smoked Onion

Tres Leche Cake
Vanilla White Cake | Honey Vanilla Roasted Pineapple

Oaxacan Cookies (CN, GF).

Dark Chocolate |Crunchy Sea Salt |Walnuts

Beverage Station
Iced Tea
Starbucks Cofee, Decafeinated and Hot Tea
1Single Sided Bufet

1:30p

2:30p

Our Favorite Mistakes- Professionalism and Ethics Tips to Stay Out of Trouble

Salon B+C, JW Marriott Camelback Inn Scottsdale

Steven B Lesser

Shareholder, Becker Lawyers
Brian Rolfe

President, Kemp Klein
Randall Sutton

Partner, Saalfeld Griggs

2:30p

2:45p

Networking Break

JW Marriott Camelback Inn Scottsdale

2:45p

4:00p

Hot Topics

Salon B+C, JW Marriott Camelback Inn Scottsdale

Trending topics in law firm management in a speed table dating environment to spark discussion, collaboration and problem solving among firm leadership.

6:00p

9:00p

Member and Guest Social Event

Paradise Terrace, JW Marriott Camelback Inn Scottsdale

COWBOY COOKOUT DINNER BUFFET

Buttermilk Rolls and Butter

Spinach and Frisee Salad
Cherry Tomato | Shaved Carrots | Cucumbers Chervil Buttermilk Dressing

White Bean Salad (Veg, GF)
Peppers | Baby Squash | Corn | Chives | Tarragon Orange Blossom Vinaigrette

Sonoran Pasta Salad (Veg) Roasted Peppers | Onion | Cotija Cheese Creamy Chipotle Dressing

10oz New York Steak* (GF, DF) Mushroom Ragout

Cedar Plank Salmon (GF) Lemon Herb Butter

Vegetable Kabobs (V, GF) Yam and Poblano Mash (Veg, GF)

Creamed Corn Elote (Veg, GF) Cotija Cheese

Charred Broccolini (V, GF)

Build Your Own S’mores Station
White Chocolate | Milk Chocolate | Dark Chocolate Assorted Marshmallow Flavors
Graham Crackers

Apple Cobbler

Almond Streusel | Vanilla Bean Chantilly

Bourbon Pecan Tarts (CN)

Starbucks Regular and Decaffeinated Coffee and Hot Tea Half and Half, Whole Milk, Skim Milk and Milk Substitute

Bar Open: 6:00pm-9:00pm
Buffet Open: 6:30pm-8:00pm

Saturday, October 28th

8:30a

4:30p

Pink Jeep Tour In Sedona

Sedona, AZ

Come check out these legendary red rocks in Sedona on the Broken Arrow Tour. We will transport you up to Sedona, guide you around the amazing landscape in 8 person Jeeps, provide and picnic lunch and bring you back!

For more check out … https://youtu.be/u97uIRGxZJY

2023 Fall Meeting

2023 Fall Meeting

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