Representative Speaking Engagements

• Speaker, “Advertising Rule Changes,” ABA webinar (March 2018)
• Speaker, “Swindlers, Scammers, and Sharks: Protecting Trust Account Funds,” ABA webinar (August 2016)
• Speaker, “The New Legal Industry Regulatory Regime,” CLI Australia webinar (December, 2020)
• Speaker, “Shaping the Future of the Profession,” National Conference Bar Presidents (February, 2021)
• Speaker, “New Rules, Fee Agreements, and Supervision Duties,” Procover webinar (April, 2021)
• Speaker, “Update on Reregulation Efforts Including ABS,” ABA (June, 2021)
• Speaker, “Ethical Considerations for Using Social Media,” ABA webinar (October, 2021)
• Speaker, “Redesigning Legal,” IAALS and ABA webinar (October, 2021)
• Speaker, “Arizona Opportunities for Law Firms,” National Trial Lawyers Summit (2022 and 2023)
• Speaker, “Ethics to Avoid Bar Intake,” State Bar of Arizona (January, 2022)
• Speaker, “Nuts and Bolts of ABS Applications,” State Bar of Arizona (April, 2022)
• Speaker, “Ethics Reminders in Estate Planning,” MCBA (June, 2022)
• Speaker, “Regulatory Changes in the Southwest,” New Mexico State Bar (August, 2022)
• Speaker, “Social Media Ethics,” MCBA (November, 2022)
• Host, Annual State Bar of Arizona Convention Ethics Game Show (1993 – 2023)
• Speaker, Annual Ethics Updates, Scottsdale Bar Association (2003 – 2024)
• Speaker, “Innovations In Regulation,” ABA Tech Show (March, 2023) and ABA Litigation Section (November, 2022)
• Speaker, “Changes in Rule 5.5,” ABA webinar (May 2023)
• Speaker, “Successful Regulation,” APRL webinar (July 2023)
• Speaker, “Practicing with New Law,” PLI webinar (October 2023)
• Speaker, “How the Rule Change Applies to Me – Rule 1.16,” ABA webinar (January 2024)
• Speaker, “Ethics Café on Lawyer Advertising,” State Bar of Arizona (May, 2024)

Media

• What To Do When Friends Or Family Members Ask For Legal Advice, ABA Journal (January 25, 2024)

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• Klinedinst Phoenix Expands with Addition of Ethics Lawyer Lynda C. Shely (June 3, 2024)

Publications

• “Annual Ethics Update” – December 12, 2023 – Scottsdale Bar Assn. – Scottsdale, AZ
• “Innovation Update” – November 11 and 12, 2023 – National Trial Lawyers Business of Law – Scottsdale
• “10 Deadly Sins of Conflict” – October 26, 2023 – State Bar of Arizona – Phoenix, AZ
• “Breaking Up and Dying Are Hard to Do” – October 6, 2023 – State Bar of Arizona – Phoenix, AZ
• “Cle by the Sea – Family Law Ethics” – July 11, 2023 – State Bar of Arizona – San Diego, CA
• “30th Annual Ethics Game Show” – June 15, 2023 – State Bar of Arizona – Tucson, AZ
• “Ethics for Estate Planning Lawyers” – June 8, 2023 – Maricopa County Bar Assn. – Phoenix, AZ
• “Innovations Across the Pond” – April 26, 2023 – APRL – Washington, DC
• “Innovations in Regulation” – March 2, 2023 – ABA Tech Show – Chicago, IL
• “Ethics Café – Rule 3.4” – January 3, 2023 – State Bar of Arizona – Phoenix, AZ
• “Innovations in Regulation” – November 11, 2022 – ABA Litigation Section – Phoenix, AZ
• “Social Media Ethics” – November 16, 2022 – MCBA – Phoenix, AZ
• “Ethics for Employment Law Lawyers,” – October 21, 2022 – Tucson, AZ
• “Regulatory Changes in the Southwest,” – August 12, 2022 – New Mexico Bar – Albuquerque, NM
• “Will We See Changes to Rule 5.5 In Our Lifetime?” – August 4, 5, 2022 – APRL/NOBC – Chicago, IL
• “CLE By the Sea – Ethics in 30 Years” – July 7 – 9, 2022, State Bar of Arizona – Coronado, CA
• “Annual Ethics Game Show” – June 28, 2022 – State Bar of Arizona Convention – Chandler, AZ
• “Ethics Reminders in Estate Planning” – June 23, 2022 – MCBA – Phoenix, AZ
• “This Just In: ABA Ethics Highlights” – June 22, 2022 – virtual
• “Whither Thou Goes Will UPL Follow” – June 1, 2022 – ABA – Baltimore, MD
• “Ethics Changes” – May 25, 2022 – Yavapai County Bar – Prescott, AZ
• “Nuts and Bolts of ABS Applications” – April 28, 2022 – SBA – Phoenix, AZ
• “Ethics Café – Withdrawing From Representation” – March 1, 2022 – SBA – Phoenix
• “Arizona ABS Business Model” – February 10, 2022 – Velawcity Conference – Scottsdale
• “Arizona Opportunities for Law Firms” – February 1, 2022 – National Trial Lawyers – Miami, FL
• “Ethics to Avoid Bar Intake” – January 27, 2022 – State Bar of Arizona Family Law – virtual
• “Annual Ethics Quiz” – January 26, 2022 – AWLA – virtual
• “Avoiding UPL By Lawyers” – January 24, 2022 – ABA – virtual
• “Annual Ethics Review” – December 14, 2021 – Scottsdale Bar Assn. – Scottsdale
• “Technology and Innovation Summit” – December 8, 2021 – AILA – virtual
• “New Rules and Business Law Ethics” – December 1, 2021 – State Bar Business Law Section – Phoenix
• “Ethics & the Future of Lawyering” – November 30, 2021 – LawLine – virtual
• “Ten Deadly Sins of Conflicts” – November 18, 2021 – State Bar of Arizona
• “Legal Ethics for Mental Health Court Lawyers” – November 17, 2021 – Maricopa Cty Superior Court – virtual
• “New Rules in Arizona” – November 16, 2021 – ALA – Phoenix
• “Responding to Online Reviews” – November 15, 2021 – ABA – virtual
• “New Rules” – November 12, 2021 – MCBA Paralegal Conference
• “Ethical Advertising” – November 10, 2021 – Pima County Bar – virtual
• “Legal Ethics Risk Management” – October 28, 2021 – Procover – Phoenix
• “Virtual Ethics Update” – October 20, 2021 – Lorna Lockwood Inn of Court – virtual
• “Redesigning Legal” – October 20, 2021 – IAALS and ABA – virtual
• “Arizona’s Brave New World” – October 19, 2021 – Sandra Day O’Connor Inn of Court – Phoenix
• “Tweets, Likes, and Posts” – October 19, 2021 – State Bar of Arizona virtual
• “Ethical Considerations for Using Social Media” – October 15, 2021 – ABA Environmental Section – virtual
• “Ethics Rule Change Update” – October 13, 2021 – State Bar of Arizona Workers Comp – virtual
• “Policy Summit on Recent Changes” – October 13, 2021 – Responsive Law – virtual
• “Succession Planning” – October 8, 2021 – State Bar Solo Conference – virtual
• “The Law and Ethics of NewLaw 2021” – October 7, 2021 – PLI -virtual
• “What’s Going on In Arizona” – October 6, 2021 – ALA Conference – Austin, TX
• “Arizona’s New Rules: How is it Working so Far” – Oct. 1, 2021, MCBA – Phoenix
• “Recent Arizona Rule Changes” – July 27, 2021, Clio – virtual
• “Annual Ethics Game Show” – June 17, 2021, State Bar of Arizona – hybrid
• “New Rules, New Opportunities” – June 11, 2021, AADC – virtual
• “Update on Reregulation Efforts” – June 3, 2021, ABA CPR Conference – virtual
• “Working with Other Professionals” – May 13, 2021, MCBA – virtual
• “New Rules, Fee Agreements, and Supervision Duties” – April 22, 2021, Procover – virtual
• “New Rules – Just Calm Down” – March 24, 2021 – ABOTA – virtual
• “Reregulation – an Update” – March 5, 2021, Association of Professional Responsibility Lawyers – virtual
• “The Sky Isn’t Falling” – March 4, 2021, LMRM Conference – virtual
• “ER 1.8 Conflicts of Interest” – March 2, 2021 – State Bar of Arizona – virtual
• “Shaping the Future of the Profession” – February 4, 2021, National Conference of Bar Presidents – virtual
• “New Rules Ethics Game” – December 8, 2020, Scottsdale Bar Assn. – virtual
• “The New Legal Industry Regulatory Regime” – December 7, 2020, CLI Australia – virtual
• “Annual Ethics Game Show” – December 2, 2020, State Bar of AZ – virtual
• “New Rules – Calm Down” – November 12, 2020, West Valley Bar – virtual
• “New Referral Regulations” – October 23, 2020, ABA Lawyer Referral Conference – virtual
• “New Rules New Opportunities!” – October 8, 2020, MCBA – virtual
• “Law Firm Divorces” – October 7, 2020, State Bar of AZ – virtual
• “Ethical Advertising” – September 30, 2020, MCBA – virtual
• “Estate Planning Ethics Update” – September 18, 2020, NAELA – virtual
• “Succession Planning for Solos” – September 17, 2020, State Bar of Arizona – virtual
• “The Law of New Law“ – September 8, 2020, PLI – virtual
• “Ethics in Practicing Remotely” – July 22, 2020, Pima County Bar Association – virtual
• Chicago Bar Association – virtual
• “Chicago Bar Association Sustainability of the Profession and Innovation Recommendations” – July 21, 2020,
• “Possible Rule Changes – An In-Depth Discussion” – June 12, 2020, State Bar of Arizona – virtual
• “The New Normal: Ethics Considerations for Remote Practices” – June, 2020 Arizona Attorney
• “What is Normal in the New Normal?” – May, 27, 2020, Maricopa County Bar Assn., virtual
• “The Ethics Rules May be Changing” – April 14, 2020, State Bar of Arizona, virtual
• “Ethics When Representing Clients With Disabilities” – February 28, 2020, AZ. Disability Law Conference
• “Annual Ethics Quiz” – February 26, 2020, AWLA, Phoenix
• “Ethics in Charitable Giving” – February 18, 2020, Desert Botanical Gardens – Phoenix
• “ABA Consults for Lawyer Regulation” – February 13, 2020, National Organization Bar Counsel, Austin, TX
• “Possible Rule Changes in AZ” – January 14, 2020, Arizona Judicial Retreat, Flagstaff
• “Ethics for Defense Counsel” – January 10, 2020, Banner Health, Phoenix
• “Business Law Ethics Update” – December 10, 2019, Business Law Section, Phoenix
• “Annual Ethics Game” – December 10, 2019, Scottsdale Bar Assn., Scottsdale
• “Lawyer Well-Being Requirements” – December 9, 2019, State Bar of AZ, Phoenix
• “Ten Deadly Sins of Conflicts” – October 30, 2019, State Bar of AZ, Phoenix
• “Wellness as a Risk Management Requirement” – October 21, 2019, State Bar of AZ, Phoenix
• “Workers Compensation Conference” – September 25, 2019, Workers Comp Section, Prescott
• “Law Practice Management” – September 25, 2019, State Bar of Arizona, Phoenix
• “Wild West Changes in the Profession” – August 10, 2019, APRL, San Francisco
• “Annual Ethics Game Show” – June 27, 2019, State Bar of Arizona, Phoenix
• “Judicial Ethics Game” – June 19, 2019, Arizona Judicial Conference, Tucson
• “Risk Management Update” – June 10, 2019, CNA Health Agencies, Flagstaff
• “Ethics in Working with Experts” – May 23, 2019, MCBA, Phoenix
• “Thomas Jefferson and Legal Ethics” – May 10, 2019, State Bar of Arizona, Scottsdale
• “Ethics in Employment Law Representations” – May 9, 2019, DRI, Phoenix
• “The ABA Advertising Rule Changes” – May 2, 2019, ABA Litigation Section, New York
• “Legal Administrators Ethics Update” – March 26, 2019, ALA, Phoenix
• “Ethics in Family Law” – March 13, 2019, AAML, Cancun
• “Annual Ethics Game” – February 27, 2019, AWLA, Phoenix
• “Legal Ethics Update for Marketing Professionals” – February 13, 2019, Legal Marketing Assn., Phoenix
• “Adopting Well-Being Programs in Your Organization” – January 26, 2019, Nat’l Conference Bar Presidents, Las Vegas
• “The Future of Prohibited Referral Fees and For-Profit Services” – January 25, 2019, APRL, Las Vegas
• “Annual Ethics Game” – December 11, 2018, Scottsdale Bar Assn., Scottsdale
• “Ethics in the Me Too Age” – November 15, 2018, American Constitution Society, Phoenix
• “Int’l Developments in Legal Privilege” – November 9, 2018, APRL/Law Society of England, Washington, DC
• “Ethics Tips for Every Firm” – September 20, 2018, NALS, Phoenix
• “Lawyer Wellness Initiatives” – August 3, 2018, APRL, Chicago
• “Mindfulness as an Ethics Component” – August 3, 2018, Mindfulness in the Law, Chicago
• “25th Annual Ethics Game Show” – June 28, 2018, State Bar of Arizona, Chandler
• “Judicial Ethics Jeopardy” – June 21, 2018, Arizona Judicial Conference, Tucson
• “Ethical Marketing with New Technology” – June 6, 2018
• “Self-Defense Exceptions to Confidentiality” – June 1, 2018, ABA, Louisville, KY
• “Ten Tips to Keep Your Firm Ethically Compliant in 2018” – April 20, 2018, Az. Paralegal Assn.
• “CLE in the Garden – Ethics Issues for IP Lawyers” – April 6, 2018, State Bar of Arizona, Phoenix
• “Practice Management Ethics” – March 14, 2018, State Bar of Arizona, Phoenix
• “Professionalism Course” – February 20, 2018, State Bar of Arizona, Phoenix
• “Ethics Issues in Addressing Liens” – February 9, 2018, AZ Trial Lawyers, Phoenix
• “For Better or For Worse – Ethics Issues” – January 19, 2018, State Bar of Arizona, Scottsdale
• “Ethics Update for Employment Law Lawyers” – October 20, 2017, State Bar of Arizona, Sedona
• “10 Deadly Sins of Conflicts” – October 19, 2017, State Bar of Arizona, Phoenix
• “Changing Times” – Sept. 2017, ABA National Legal Malpractice Conference, Colorado Springs
• “Lawyer Wellness” – August 12, 2017, APRL/NOBC Joint Session, New York, NY
• “Common Ethics Issues in Family Law” – July 10, 2017, State Bar of Arizona, Coronado, CA
• “Advertising Changes” – June, 2017, PilotLegis, Oakland, CA
• “DUI Ethics Quiz” – May 5, 2017, AACJ, Tucson
• “CNA Legal Malpractice Risk Management” – May 5, 2017, CNA, Phoenix
• “Ethics Issues Unique to Intellectual Property Practice” – March 24, 2017, State Bar of Arizona, Phoenix
• “How to Get Paid Ethically” – March 1, 2017, State Bar of Arizona, Phoenix
• “Litigation Funding” – February 20, 2017, IADC, Scottsdale
• “Ethics of Serving on Nonprofit Boards” – February 10, 2017, State Bar of Arizona, Phoenix
• “Family Law Ethics Update” – Jan. 20, 2017, State Bar of Arizona, Phoenix
• “Advertising Ethically” – Jan. 12, 2017, State Bar of Arizona, Phoenix
• “Getting Paid Ethically: Five Tips You Should Know” – Sept/Oct. 2016 ABA Law Practice Magazine
• Presidents, San Francisco
• “Can You Hear Me Now? Advertising Regulation in the U.S.” – August 5, 2016, National Conference of Bar
• “Ethical Use of Technology in Law Firms” – July 13, 2016, State Bar of Arizona, San Diego
• “Annual Ethics Game Show” – June, 2016, State Bar of Arizona Convention, Chandler
• “Ethics Trends for Estate Planning Attorneys” – June 9, 2016, MCBA, Phoenix
• “Professionalism and Ethics for Judicial Interns” – June 7, 2016, Maricopa County Superior Court, Phoenix
• Philadelphia
• “Advertising Ethics Changes” – June 3, 2016, ABA Center for Professional Responsibility Conference,
• “Professionalism Is More than Just Pantyhose” – May 20, 2016, Arizona Paralegal Assn., Phoenix
• “Trends in Lawyer Discipline” – May 19, 2016, Federal Bar Assn., Tucson
• Employment and Labor Law, Austin, TX
• “The Ethics Hour: Attorney-Client Privilege and Practicing Across State Lines” – April 29, 2016, DRI
• “Liability to Non-clients” – April 27, 2016, State Bar of Arizona, Phoenix
• “Spring Training Convention – Technology Ethics Update” – March 31, 2016, State Bar of Arizona, Phoenix
• “To Serve or Be Served: Best Practices for Expert Witnesses” – March 8, 2016, ABA, Teleseminar
• “Outsourcing of Legal Work” – February 5, 2016, National Conference of Bar Presidents, San Diego
• Phoenix
• “2016 Amendments to the Ethical Rules Game Show” – January 27, 2016, Arizona Women Lawyers’ Assn.,
• Phoenix
• “For Better or For Worse Ethics Review” – January 22, 2016, State Bar Family Law Section Conference
• Annual Ethics Update Quiz” – January 20, 2015, Scottsdale Bar Association, Scottsdale
• “Annual Ethics Update Quiz” – January 28, 2015, Arizona Women Lawyers Association, Phoenix
• “Scandal Scarred: Representing High Profile Clients and Managing Their Legal/Media Crisis” – February 7,
• 2015, Assn. Professional Responsibility Lawyers, Houston
• “Ethics Update and Reminders” – March 11, 2015, State Bar Real Estate Section, Tucson
• “Professionalism and Risk Management for Firm Staff,” – March 12, 2015, NALS, Phoenix
• “Using the Internet – Ethically” – March 19, 2015, DRI Litigation Section, Las Vegas
• “Lawyers Without Borders – Avoiding UPL” – March 28, 2015, Am. College Real Estate Lawyers, Scottsdale
• “Spotting and Preventing Evil in Your Firm” – April 1, 2015, State Bar of Arizona, Phoenix
• “Recent Changes to the Ethical Rules” – April 8, 2015, North Phoenix Bar Assn, Phoenix
• “Old, New and Proposed Changes to the Rules” – April 21, 2015, State Bar of Arizona, Phoenix
• “Ethics Reminders for Employment Law Lawyers” – April 27, 2015, State Bar of Arizona, Phoenix
• “Overwhelmed by Email?”- May 5, 2015, United States Fifth Circuit Judicial Conference, New Orleans
• “Risk Management and Ethics Update” – May 1, 7- 8, 2015, Ahern Insurance, Phoenix, Tucson
• “Ethics Landmines for DUI Lawyers” – May 7, 2015, AACJ, Tucson
• “What Keeps Partners Awake At Night” – June 16, 2015, MCBA, Phoenix
• “Annual Ethics Game Show” – June, 2015, State Bar of Arizona Convention, Phoenix
• “Client Files: Yours, Mine and Ours?” – July 9, 2015, American Bar Assn, teleseminar
• “Ethics in Elder Law” – September 11, 2015, AzNAELA, Phoenix
• “Recent Amendments to Arizona Ethical Rules” – September 18, 2015, East Valley Bar Assn., Mesa
• “Tips to Avoid Discipline for Family Law Lawyers” – September 24, 2015, MCBA, Phoenix
• “Ethical Use of Technology” – October 5, 2015, Bar Assn. of the Fifth Federal Circuit, New Orleans
• “Ten Deadly Sins of Conflicts” – November 6, 2015, State Bar of Arizona, Phoenix
• ”Risk Management and Legal Ethics” – November 13, 2015, CNA and Health Agencies of the Southwest,
• Tucson
• “New Lawyer Bootcamp” – November 20, 2015, State Bar of Arizona, Phoenix
• “2016 Amendments to the Ethical Rules,” – December 10, 2015, MCBA, Phoenix
• “Do You Know the New Amendments?” – December 4, 2015, MCBA, Phoenix
• “Professionalism for New Lawyers” – November 20, 2015, State Bar of Arizona, Phoenix
• Phoenix
• “Do You Know the New Amendments?” – November 20, 2015, State Bar of Arizona Real Property Section,
• “Managing the Message: Communicating with the Media” – November 4, 2015, MCBA, Phoenix
• “Succession Planning for All Firms” – September 11, 2015, MCBA, Phoenix
• Section, Prescott
• “Do You Know the New Amendments?” – October 1, 2015, State Bar of Arizona Workers Compensation

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