Senior Lawyers Division Strategic Plan

Louraine Arkfeld, Michael Van Zandt, Jack Young

SLD 2020-2021 Strategic Plan

MISSION:

Serving as the Advocate for Experienced Lawyers and American Families

Goal Retain, engage and promote membership

Objective:  Improve communications with members, prospective members, the ABA and State Bar SLD equivalents

Action Plan:  Incoming Chair will appoint a Communications Committee consisting of a Chair, Vice Chair and 5-10 members by the 2020 Annual Meeting.

Response:  Communications Committee established as of August 1, 2020 with Carole Worthington as Chair and Jim Schwartz as Vice Chair.  Eleven members appointed to the Committee.

Action Plan:  Communications Committee to develop an integrated communication plan including welcome message and periodic messages by the 2021 Midyear Meeting.

Response:  Preliminary plans to be prepared by the Committee by the November 2020 Council meeting for approval.  Finalize Communications Plan by 2021 Midyear Meeting in February 2021.  Full implementation of Communications Plan by Spring Meeting in April 2021.

Action Plan:  Communications Committee will work to establish liaisons with each State Bar organization by the 2021 Midyear Meeting.

Response:  Communications Committee will develop a plan to establish contact with each State Bar and propose sharing resources and holding joint webinars and presentations by Midyear Meeting in February 2021.

Action Plan:  Communications Committee to work to enhance website to be user-friendly, interesting and interactive with enhancements in place by the 2021 Annual Meeting.

Response:  Communications Committee will work SLD staff to enhance the website to add content and make the website is more interactive for members by the Annual Meeting in August 2021.

Objective:  Work with ABA Marketing/Membership staff on overall retention plan

Action Plan:  SLD staff to identify a profile of current SLD members by age, years of practice, and practice areas by 2020 Annual Meeting.

Response:  Staff will report to Communications Committee on results of research into demographics of SLD members, including geographic location, age, years of practice, and practice areas by 2020 Annual Meeting.

Action Plan:  Executive Committee to meet with ABA marketing/membership staff at the 2020 Section Officers’ Conference to review their existing plan as to Senior Lawyers.

Response:  Staff will schedule a meeting between Executive Committee and ABA Marketing/Membership staff for SOC Meeting in September 2020.  Chair, Chair-Elect and Vice Chair will develop an agenda for the meeting.

Action Plan:  Executive Committee, Communications Committee and SLD staff to develop an expanded membership plan specific to the needs of retaining Senior Lawyers by 2021 Midyear Meeting.

Response:  Communications will take the lead and work with Executive Committee to develop an overall plan to engage with SLD members with a goal of retaining Senior Lawyers by Midyear Meeting in February 2021.

Objective:  Engage members in work of SLD

Action Plan:  Have 3 in-person meetings with program/social function:  Midyear, Spring and Annual.

Response:  Executive Committee will assign tasks to Substantive Committees to develop at least three in-person programs and social functions to engage with SLD Members.  functions will occur at Midyear, Spring and Annual Meetings in 2021.

Action Plan:  Appoint all members who have expressed interest to SLD Committees by the 2020 Annual Meeting.

Response:  Chair-Elect reached out to entire SLD Membership in May 2020 to request members to express interest in SLD committees.  Over one hundred responses were received.  The incoming Chairs of the SLD Committees were given the names of the interested members and asked to reach out to them to engage them in committee work.  Reports are that this has developed numerous additional committee members for SLD.

Objective:  Ensure all members of SLD are included in SLD activities and their voices are heard no matter what their race, creed, place of origin, sex, sexual orientation or religion they may be.

Action Plan:  Through the SLD Diversity and Inclusion Committee promote the widest possible inclusion for all minorities and work for transparency so that all members are recognized for their humanity and not based on their race, creed, place of origin, sex, sexual orientation or religion.

Response:  The SLD Diversity and Inclusion Committee shall conduct a top to bottom review of all policies and practices of SLD to ensure that all members are treated fairly and equally, are fairly and equally considered for leadership positions in SLD and that all voices are heard, respected and fully considered in the work of the SLD.

Objective:  Create a Chair’s Council for SLD members in leadership positions in their firms/other ABA Sections/Divisions/Forums.

Action Plan:  Staff and Communications Committee to send a survey following the 2020 Annual Meeting to SLD members requesting information about their current/past positions to identify leaders. 

Response:  Executive Committee will form the Council of Leaders and ask to meet at Midyear Meeting and Spring Meeting 2021.

Action Plan:  Have Chair’s Council meet at 2021 Annual Meeting.

Response:  Staff and Executive Committee will meet prior to the 2021 Annual Meeting to develop agenda and presentation on select SLD initiatives to Chair's Council.

Action Plan:  Review Hilarie Bass’ report on Women Partners focusing on recommendations as to what they need from the ABA.

Response:  Committee on Diversity and Inclusion will review the Hilarie Bass report by the 2020 Annual Meeting and recommend action to the Council at the Midyear Meeting on what SLD should do to implement the recommendations.

Goal:  Provide quality publications

Objective:  Engage members in writing and editing of VOE and Experience

Action Plan:  Have each committee produce at least one article for VOE or Experience by 2021 Annual Meeting.

Response:  Chair will ask VOE and Experience Board to reach out to each committee to write at least one article each for VOE and Experience by the 2021 Annual Meeting.

Action Plan:  Committee chairs to provide quarterly updates documenting submissions to VOE or Experience.

Response:  Committee chairs will submit an update on articles in the quarterly report to the Council.  Staff and coordinators will follow-up to ensure report is filed.

Objective: Publish at least three new books on senior issues each year

Action Plan:  Book Board to develop a recruitment process to identify new authors, including a joint venture with the Young Lawyers Division to recruit their authors on an expanded list of issues.  Initial meetings to be held at 2020 Section Officers’ Conference with authors identified by 2021 Midyear Meeting.

Response:  Book Board Chair, Ashley Hallene will lead the effort to identify authors and new book idea submissions.  Goal is to publish at least four new books or updated editions by the 2021 Annual Meeting.  Fiscal Year 2021 budget for Book Board profits is set at $30,000.

Action Plan:  Book Board to create template on requirements for how to write a book proposal by 2021 Midyear Meeting.

Response: Book Board will work with ABA Publishing and SLD staff to create a template and put on a workshop for potential book authors by 2021 Midyear Meeting. 

Action Plan:  Book Board to solicit a book proposal using the opioid summit materials by 2021 Annual Meeting.

Response:  Book Board Chair and committee shall reach out to Council Members and SLD Committees to solicit book proposals and authors and report to Council on a quarterly basis on progress. 

Goal:  Present substantive programs

Objective:  Present programs at in-person meetings on topics of interest to members

Action Plan:  Chair to solicit Program Proposals from Substantive Committees by date of 2020 Section Officers Conference.

Response:  Each Substantive Committee shall plan to present topics within their expertise at the 2021 Midyear, Spring and Annual Meetings.  Plans can be for in person presentations or by video.  Each Substantive Committee shall solicit and prepare at least two webinars and/or presentations during the 2020-21 ABA Year.  Communications Committee shall track progress for the webinars and presentations.

Action Plan:  Incoming Chair to appoint Task Force, chaired by incoming Chair-Elect to develop National Summit on opioid issues.  Task Force to be appointed 2020 Annual Meeting.  Proposals for summit to be presented by 2020 Section Officers’ Conference.  Summit to be completed by 2021 Annual Meeting.

Response:  Covid allowing, Chair appoints Chair-Elect Carole Worthington to work with the Opioid Task Force headed by Jack Young and Kelly Dineen and our AMA representatives to develop a National Summit addressing the Opioid Crisis.  Chair-Elect shall report on progress at the November 2020 Council Meeting and update the Chair and Council on a Quarterly basis.  Task Force will consider using video streaming technology to publish the National Summit. Staff shall add the Task Force to the list of reporting committees.

Objective:  Present webinars on topics of interest to members that will become part of ABA CLE library

Action Plan:  Have each substantive committee produce a webinar on a current hot topic in their field by 2021 Annual Meeting

Response:  Each Substantive Committee shall solicit and prepare at least two webinars and/or presentations during the 2020-21 ABA Year.  Communications Committee shall track progress for the webinars and presentations.  Substantive Committee Chairs shall report on planning progress on webinars on a quarterly basis to the Chair and Council.

Action Plan:  Each substantive committee to provide quarterly report on progress towards production of webinar.

Response:  SLD Staff and Communications Committee shall track the progress of each Substantive Committee's progress in producing Webinars and report to Chair and Council on a quarterly basis on each webinar that has been produced and each webinar that is planned.  Staff shall create a master planning schedule for SLD Webinars.

Goal:  Become a collaborator with other Sections, Divisions, and Forums and other legal organizations

Objective:  Continue a Joint Task Force on Opioids with the Health Law Section

Action Plan:  Have SLD and Health Law each appoint five members to the joint task force with a co-chair appointed by each chair.

Response:  Chairs of Opioid Task Force, Jack Young and Kelly Dineen, are tasked to form a Joint Task Force with Health Law Section and to have co-chairs appointed.  Kelly Dineen has been appointed Co-Chair of the SLD Opioid Task Force.  Staff shall add the Task Force to the list of reporting committees.

Action Plan:  Have meetings of the joint task force at the 2021 Midyear, Spring and Annual Meeting.

Response:  SLD and Health Care Section Joint Opioid Task Force shall schedule and prepare the next Opioid Summit II to be conducted in conjunction with the 2021 SLD Spring Meeting in Denver. Opioid Task Force shall meet and finalize plans for Opioid Summit II at the 2021 Midyear Meeting, conduct the Opioid Summit II at the 2021 Spring Meeting and report on progress to SLD Chair at the 2021 Annual Meeting in Toronto.

Objective:  Develop programs with other Sections, Divisions, and Forums.

Action Plan:  Have liaisons provide information quarterly about pending program options with other S/D/Fs.

Response:  All SLD Liaisons to other Sections, Divisions Forums shall reach out to their respective liaison entities to advise them of pending SLD programs and resources.  SLD Liaisons shall report to Chair and Council on progress with contacts on a quarterly basis.

Action Plan: Attendees at 2020 Section Officers’ Conference to solicit program ideas from other S/D/Fs.

Response:  SLD Executive Leadership shall solicit program ideas from other Sections, Divisions and Forums at the SOC in September 2020.  SLD Executive Leadership shall report to Chair and Council at the 2020 November Council Meeting on progress.  SLD Executive Leadership shall pass information on program ideas and resources to Communications Committee for action and cross-connection.

Objective:  Work with the Judicial Division, particularly the National Conference of Specialized Court Judges, to support development of Drug Courts

Action Plan:  SLD Liaison to the Judicial Division to reach out to the NCSCJ to connect with existing drug court judges by 2020 Section Officers’ Conference.

Response: SLD Liaison to Judicial Division, Richard Goodwin, shall reach out to NCSCJ to compile the best practices of Drug Courts across the United States and shall prepare a protocol for use by Drug Courts.  Communications Committee shall assist in this effort.

Action Plan:  SLD Liaison to propose joint symposium with Judicial Division Drug Court standards and processes by 2021 Midyear Meeting.

Response:  SLD Judicial Division Liaison shall organize with SLD Staff and Communications Committee in conjunction with Judicial Division Drug Court standards and processes by 2021 Midyear Meeting and conduct the joint symposium in by the 2021 Annual Meeting. Communications Committee and SLD Judicial Liaison shall report on progress to the Chair and Council on a quarterly basis.

Objective:  Coordinate and organize information and resources from Senior Lawyer sections in State Bars

Action Plan:  Incoming Chair to reach out to State Bars to create list of existing Senior Lawyer State Bar sections by 2020 Section Officers’ Conference.

Response:  This action is assigned to the Communications Committee which will develop plans to contact Senior Lawyers sections of State Bars to share programs and resources.  Communications Committee Chair shall report to Chair and Council on progress and lists of programs and resources that are shared on a quarterly basis.

Action Plan:  Incoming Chair and SLD Staff to create Senior Lawyer Resource Center with information and resources received by 2021 Midyear Meeting.

Response:  This action is assigned to the Communications Committee and the SLD Elder Law Committee which shall work with SLD Staff to create a Senior Lawyer Resource Center and publicize the Center on the SLD Website. Progress shall be reported prior to the 2020 November Council Meeting and thereafter quarterly to the Chair and Council.

Action Plan:  SLD staff to create links from SLD’s website to materials of interest on State Bar Senior Lawyers’ websites by 2021 Annual Meeting. 

Response:  SLD Staff shall work with Communications Committee to create links on SLD's Website to resources of interest on State Bar Websites by the 2021 Annual Meeting.  Progress shall be reported at the 2021 Midyear Meeting.

Objective:  Work to determine opportunities for SLD members to provide pro-bono work

Action Plan:  Pro bono Committee to meet with the entities under the Center for Public Interest Law to determine what their needs are for pro-bono work by 2021 Midyear Meeting.

Response:  SLD Pro bono Committee shall develop plans with Center for Public Interest Law for Pro bono opportunities for SLD members by 2021 Midyear Meeting. Pro bono Committee shall report quarterly to Chair and Council on progress.

Action Plan:  Pro bono Committee to coordinate with Young Lawyers Division on Disaster Legal Services by 2021 Midyear Meeting.

Response:  SLD Pro bono Committee shall work with Young Lawyers Division Liaisons to develop resources for Disaster Legal Services by 2021 Midyear Meeting.

Action Plan:  Pro bono Committee to recruit participants for ABA Free Legal Answers by 2021 Midyear Meeting.

Response:  Pro bono Committee shall actively recruit participants for ABA Free Legal Answers by reaching out to other SLD Committee Members and Liaisons as well as other Sections, Divisions and Forum member.  Plans to be submitted to Chair and Council by 2020 November Council Meeting and implemented by 2021 Midyear Meeting in February with continuing efforts throughout the ABA year.

Action Plan:  Pro bono Committee to recruit SLD members for any identified pro-bono work by 2021 Midyear Meeting.

Response:  Pro bono Committee shall put on at least two webinars on Pro bono opportunities for SLD Members.  First Webinar shall take place in October 2020 and second by the 2021 Spring Meeting in April.

Goal:  Develop “Centers of Excellence” based in Senior Lawyers Division

Objective:  Create a home for Elder Law practitioners

Action Plan:  Incoming Chair to appoint a committee of SLD elder law practitioners to create programs and publications focused on elder law issues by September 2020.

Response:  SLD Elder Committee and Elder Abuse Committee shall combine forces to create at least four webinars or presentations on Elder Law issues to be conducted in November 2020, February, April and August of 2021.  Elder Law and Elder Abuse Committees shall collect and develop resources material for practitioners of Elder law and publicize on the SLD Website.   Committees shall report quarterly to Chair and Council on progress.

Action Plan:  Committee to provide recurring articles on Elder Law issues in each issue of VOE and Experience Magazine.

Response:  Elder Law and Elder Abuse Committees shall solicit articles to be published in VOE and Experience Magazine on a recurring basis, starting with the September VOE issue and the November Experience Magazine issue.  The Committees shall work with the VOE and Experience Magazine Boards to coordinate efforts to solicit and schedule articles.

Objective:  Build on results of Opioid Summit by using Opioid Resolutions to focus on legal and policy reforms relating to treatment

Action Plan:  Joint Task Force on Opioids to identify legal barriers to those seeking treatment for fear of prosecution by 2021 Midyear Meeting.

Response:  The Joint Task Force on Opioids shall develop a part of its Opioid Summit II legal and policy reforms related to treatment of opioid addiction.  The Joint Task Force shall develop a report on its recommendations and publish the results in VOE and Experience Magazine by the 2021 Annual Meeting.  The Joint Task Force shall develop resolutions to be considered by the ABA House of Delegates to advance the legal and policy reforms recommended by the Joint Task Force. Staff shall add the Task Force to the list of reporting committees.

Action Plan:  Joint Task Force on Opioids to propose State law changes that allow medicine-assisted treatment by 2021 Midyear Meeting.

Response:  The Joint Task Force shall develop recommendations for a model state law that permits medical-assisted treatment by the 2021 Midyear Meeting.  The Communications Committee shall work with the Joint Task Force to gain approval of the model legislation and communicate the same to State Bars and legislatures.

Action Plan:  Joint Task Force on Opioids to propose plan to work with LAP programs to foster support for lawyers receiving medication-assisted treatment by 2021 Midyear Meeting.

Response:  The Joint Task Force shall work with the Communications Committee and LAP programs to develop a plan to gain support and assistance for lawyers seeking and receiving medical-assisted treatment by 2021 Midyear Meeting.

Objective:  Provide dementia programs for lawyers, caretakers, and others

Action Plan:  Incoming Chair to appoint Task Force, chaired by the Incoming Vice-chair, to develop dementia programs.  Task Force to be appointed by 2020 Annual Meeting.

Response:  The SLD Vice Chair shall chair the SLD Dementia Task Force.  The Task Force shall use the resources of the Elder Law, the Elder Abuse, and the Guardianship and Guardianship Alternatives Committees to plan and develop dementia programs.  The Task Force shall develop at least three webinars on dementia and present them during the 2020-21 ABA year in December 2020, March 2021 and May 2021. Staff shall add the Task Force to the list of reporting committees.

Action Plan:  Task Force to develop programs on ethical issues when lawyers and/judges develop dementia by 2021 Annual Meeting.

Response:  The Task Force shall develop legal and policy positions on the effects of dementia on lawyers and judges and make recommendations to the Chair and Council with a view toward recommending resolutions for the ABA House of Delegates by the 2021 Midyear Meeting.  Implementation actions will be finalized by the 2021 Annual Meeting.

Action Plan:  Task Force to develop programs to train lawyers in creating Dementia-Friendly communities and encourage SLD members to work with Dementia Friendly America programs by 2021 Annual Meeting.

Response:  Task Force shall work with Communications Committee to reach out to create dementia-friendly communities, caring and understanding for dementia patients and their families by the 2021 Annual Meeting.  The Task Force shall solicit volunteers to assist Dementia Friendly America programs and will make recommendations for resolutions to be presented to the ABA House of Delegates to support dementia programs by the 2021 Annual Meeting.

Objective:  SLD to sponsor or co-sponsor a resolution to the ABA House of Delegates where each opportunity presents itself.

Action Plan:  SLD House of Delegates Committee to research resolutions for SLD to sponsor or co-sponsor as appropriate.

Response:  The HOD Committee will be available to SLD Substantive Committees to help them develop resolutions in the appropriate format.  The HOD Committee will work with the SLD liaisons to determine if their entities have resolutions appropriate for SLD to co-sponsor. The HOD Committee shall report on a quarterly basis its recommendations for resolutions to sponsor and for co-sponsorship.