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High Impact Chapter Education and Presentations Presented by: Teresa Walker Waller Lansden Dortch & Davis, LLP Stephen C. Wolf, CLM, CPA Deutsch Kerrigan, L.L.P. PDAC Members Who are You? A. Chapter President B. Chapter Education


  1. High Impact Chapter Education and Presentations Presented by: Teresa Walker Waller Lansden Dortch & Davis, LLP Stephen C. Wolf, CLM, CPA Deutsch Kerrigan, L.L.P. PDAC Members

  2. Who are You? A. Chapter President B. Chapter Education Officer C. Other Chapter Officer D. Chapter Member E. No clue why I’m here!

  3. Experience as a Chapter Leader? A. First Time Serving B. Once or Twice Before C. Once or Twice before but First Time at CLI? D. Seasoned Vet E. No clue why I’m here!

  4. Chapter Membership Size? A. Less than 20 B. 20 – 50 C. 51 – 100 D. 101+ E. I have no clue!

  5. PDAC Stands for: A. Peers Don’t Ask Committee B. Products Development Analysis Committee C. Profitability Distributions and Allocations Council D. Professional Development Advisory Committee

  6. PDAC’s Mission • PDAC’s Mission ‐ • Steer and recommend development activities • Guide educational strategy for ALA • Align with ALA’s Strategic Plan Goals • Monitor Industry Trends

  7. ALA’s Strategic Plan • Align with ALA’s Strategic Plan Goals • Goal 1: Define Our Identity • Goal 2: Increase Member and Business Partner Value • G oal 3: Enhance Industry Thought Leadership • Goal 4: Advance Legal Management Professional Development • Goal 5: Build Community and Engagement

  8. Developing High Impact Chapter Education • Understand Chapter’s Strategic Plan Goals • Members’ needs survey • Member demographics • Remember…stay cutting edge! • Programming for the sake of programming is a lost opportunity

  9. Chapter Education • Educational resources available – In Person • Conferences – Annual, RLMC, IP, HR, Finance and LPM, LFA – eLearning • Live Webinars • On-Demand Webinars • eLearning Center • Podcasts • On-Demand Conference Recordings – Study Guide for the CLM Exam! – Peer Consulting Database

  10. Education Overview – www.alanet.org

  11. BOLD Bites and Ahead of the Curve

  12. BOLD Bites and Ahead of the Curve www.alanet.org -> Education -> Publications -> Ahead of the Curve Links and Newsletter Subscribe!!!

  13. Chapter Education www.alanet.org -> Chapters -> Chapter Leader Resources -> *Chapter Program Ideas & Speaker Leads *Chapter Education Database Search

  14. Chapter Program Ideas and Speaker Leads

  15. Samples of PDAC Data

  16. Samples of PDAC Data Annual Conference 2017 Sessions

  17. Samples of PDAC Data – Heat Map

  18. Selecting and Guiding “Great Speakers”

  19. Ever listen to a speaker who left you…. Lost Opportunity!!!

  20. He “sounded” so good on paper but totally missed the mark!

  21. You knew your audience was thinking, “Who picked this speaker? Will this ever end?”

  22. Five Tips for Selecting and Guiding Speakers to Ensure High Impact Presentations

  23. Identifying: Ask Lots of Questions Tip 1 - Understand what you’re looking for in a great speaker Speaker Topic OR Topic Speaker

  24. Understand what You’re Looking for • Narrowly define topic focus • Define desired impact of speaker • Articulate what you want your attendees thinking, feeling or doing differently when they leave the program

  25. Finding the speaker

  26. And Keep Asking Questions • Was she/he referred by another ALA group? • By a third party or another professional group? • By an independent referral source? • Someone you trust?

  27. Chapter Resources • Other ALA Members • Business Partners • Local Educators or Authors • Speaker at other Local Events • Be Creative!

  28. Industry Knowledge • Does this speaker understand the legal industry? • Subject matter expert? • Recognized, authoritative expert broadly or narrowly? • Presented to groups like yours?

  29. Tip 2 - Check References Before Interviewing Speaker • What specific questions should you ask? • Any particular hot points or pre-show rituals? • Technology Requirements?

  30. Check ‘Em OUT! • Attend another event • Trusted Observer • Other ways

  31. Speaker selected life is good time to relax. Right? Wrong. Now the hard work has to begin…

  32. Tip 3 - Time to ask the speaker even more questions • Dive into the program • Has the speaker presented on this topic before? • Does the speaker “know” ALA, law firms, corporate legal departments or the courts?

  33. Tip 4 - Style and Presentation • What does the speaker do to interact with the audience? • Does the speaker want a podium or prefer to be free to roam about the audience? • What is his/her style?

  34. Elevator Pitch • Ask the speaker to describe his/her core message/personal brand – summarize the whole presentation in a simple “elevator pitch.”

  35. ALA Resources for Speakers

  36. PowerPoint, Prezi, Handouts…oh my! • What materials will the speaker use and/or share?

  37. PowerPoint Tips • Pictures Words • Words <= 5-7 per line • <= 1 slide per 2 minutes of presentation time • 60 minutes < 30 slides) • animation? graphics? sounds? videos? • Make sure everything works….on site! Especially technology

  38. AUDIENCES CAN READ…(AND MOST DO!) Speakers Shouldn’t Boring!!!

  39. Tip 5 - Panel Presentations • Multiply prep time by the number of panelists and moderators • Moderators vs. Panelists – M oderators should control the tempo and flow – M is for Mover. – P is for Participant. P anelists should all participate. • Dress Rehearsal…at least rehearsal! • What else?

  40. Show Time! • You’re the Producer of the Show! • Treat your Speaker as a Celebrity! • Make ‘em Shine! • Feedback

  41. PDAC Thanks You!! • Lisa R. Dasher, CLM, CPA, CGMA, Chair • Jennifer Colwell, CLM, MBA • Kevin W. Costello • Tammy L. Cowser, PHR, CP • Richard P. Hellers • Lana McGinnis, CLM, SPHR, SHRM-SCP • Teresa L. Reiner, CLM • Teresa J. Walker • Stephen Wolf, CLM, CPA

  42. Questions? For more information teresa.walker@wallerlaw.com

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