2018 Annual Chapter Retreat

“Riding the Wave: Leadership in a Growing Economy”

The business of law is changing, our responsibilities are changing,
and law firm leaders must to learn how to ‘ride the wave’ and lead their firms into the future.

Mt. Hood Oregon Resort
68010 East Fairway Avenue
Welches, Oregon, OR 97067
(503) 622-3101

Heritage Bank NW, Staffing Solutions, Canon Solutions America, and RiskPoint Insurance Advisors are this
year’s Retreat sponsors.  Thank you for your support!



Friday - October 26, 2018

12:00 p.m., Huckleberry Room
Welcome Friends!
Elise Brickner-Schulz
Oregon Chapter President, Retreat Chair

12:05-1:15 p.m, Huckleberry Room
Luncheon and Keynote: Time to Reinvent Your Wheel with Dana Trevers

She will discuss the driving forces of the changing leadership roles in the legal community, what impact that may have on you, and how you can survive and thrive in these changing times.

1:15-1:30 p.m, Huckleberry Room

1:30-1:45 p.m, Huckleberry Room
15 Minutes of Fame!
Blake Schellenberg, RiskPoint Insurance Advisors

1:45-2:45 p.m, Huckleberry Room
How to Ensure you are Getting the Most From Your Banking Relationship with Kristen Conner

Banking is one of the many valuable relationships you manage. How do you make sure you aren’t in a set it and forget it marriage with your bank? How do you make sure that you are getting the most out of your banking relationship? Come and hear from an ALA banking partner about what questions you should ask your banker to make sure that you are getting the most updated information on products and services; including new options in electronic banking, what pricing trends are occurring in the market, best practices for financial safety and soundness and the best lending solutions for your firm.

2:45-3:00 p.m, Huckleberry Room
15 Minutes of Fame!
Tanya Richards, Canon Solutions

3:00-4:15 p.m, Huckleberry Room
Panel Discussion: The Remote Workforce: Can you work from the moon?

Your ALA colleagues, Jenn Blakeley, Miller, Nash, Graham & Dunn, Doug Swayne, Kilmer, Voorhees & Laurick PC and Bob Caldwell, Compass IP Law PC, will lead a panel discussion on telecommuting, sharing their firms’ experiences, the pros, cons and lessons learned. Donna Moser will serve as moderator.

4:15 p.m 

5:15-6:15 p.m, Zig Zag/WyEast Room

(appetizers, beverages)

6:15-7:30 p.m, Huckleberry Room

7:15-10:30 p.m, Hunchback  Room
40th Anniversary Celebration!! Reception, Dancing, Entertainment

Celebrate with our friends and sponsoring business partners at a reception brought to you courtesy of Canon Solutions, Heritage Bank, Rick Point Insurance Advisors, and Staffing Solutions

Saturday - October 27, 2018

8:30-9:00a.m., Huckleberry Room
Breakfast Buffet & Chapter Report
Elise Brickner-Schulz
Chapter President

9:00-9:15 a.m, Huckleberry Room
15 Minutes of Fame!
Samuel Newman, Staffing Solutions

9:15-10:15a.m., Huckleberry Room
When Fido Comes to Work: Employers, Employees and Service Animals with Tamara E. Jones and Jeffrey D. Jones

The pair will address employers’ legal obligations under the ADA and Oregon disability law allowing employees to bring service animals in the workplace as a form of reasonable accommodation. You will learn about your rights under these laws and how best to analyze the “undue hardship” exception.


10:45a.m.-11:45a.m., Huckleberry Room
Speed Dating Round Table Session

Back by popular demand will be our Speed Dating Round Table Session where we will brainstorm together and share successes and tips on a variety of areas such as Successful Internship Programs, Ergonomic Modification Processes, Avoiding Administrator Burnout, New Hire Training Strategies, Dress Codes & Enforcement, and Attorney Recruiting Strategies.

12:00-1:00p.m., Huckleberry Room

1:00-2:00p.m., Huckleberry Room
Oregon’s Economy and the Impact on the Legal Community with Christian Kaylor

Christian is a popular speaker and provides an insightful breakdown of the Oregon economy and the type of job growth we are seeing, and what we can expect over the next year or so.

2:30p.m., Golf Villa 904

Members only Networking and Visiting


About Our Speakers

Dana Trevers
Dana is Director of Practice Management at Lewis Brisbois Bisgaard & Smith LLP, and previously held the position of Office Administrator of the firm’s Costa Mesa, California office.  Back by popular demand, Dana will kick off the retreat with “Time to Reinvent Your Wheel” where she will discuss the driving forces of the changing leadership roles in the legal community, what impact that may have on you, and how you can survive and thrive in these changing times.

Kristen Connor
Kristen is Senior Vice President, Community Impact Officer at Heritage Bank. She brings high energy, sound idea and small business experience to support the needs of her clients. She specializes in serving the legal community, as well as nonprofit organizations, including some of the region’s leading organizations whose missions focus on a broad range of sustainability and social justice issues. Active in the community, Kristen serves on the board of the Oregon Law Foundation, the Jessie F. Richardson Foundation, and Business for a Better Portland. She is also a founder and steering committee member of the Corporate Sustainability Collaborative. Kristen holds a degree in international economics from University of Colorado Boulder with a minor in business administration.

Jennifer Blakely, SHRM-SCP
Jenn is the Director of Human Resources at Miller Nash Graham & Dunn LLP.  She is a SHRM-Senior Certified Professional with over 12 years Human Resources experience.  She believes that HR rocks on many levels, has a passion for practicing HR on Purpose and providing practical support, guidance, and advice to firm managers, leadership, and team members on everyday people matters.  You'll often catch her walking the floors with her "old school" slinky and talking with employees. Jenn is a past Human Resources Section Co-Chair and currently serves on the Oregon ALA Chapter Board.   

Bob Caldwell, CLM
Bob currently serves as the Operations Manager for Compass IP Law, PC, a virtual law firm.  He has 19 years of experience in law firm management. Bob has been an active member of the ALA and ALA-Oregon chapter since 2001.  In 2015 he successfully completed the Certified Legal Manager examination and according to the ALA, he “earned the right to use the letters CLM.”  He is also an active member of the Oregon Legal Recruiting Association.

Doug Swayne
Doug is the firm administrator for Kilmer, Voorhees & Laurick, PC and has over 30 years of experience in the legal industry.   Doug also spent several years in the IT sector consulting on business practices as well as several years in the banking community assisting in mergers.  Doug is a member of the ALA and has served in positions at both the Chapter and Regional level.

Donna Moser, SPHR, SCP
Donna is the Director of Human Resources and Operations at Dunn Carney LLP. She has more than 25 years’ experience in human resources management and recruitment for leading healthcare and legal service providers.  Her holistic approach to hiring and operational decisions has helped shape the culture of the firm.  Donna is a member of the ALA and is currently serving as the Resources Director on the Board of the Oregon Chapter.   

Tamara E. Jones
Tamara is the Senior Pre-Loss Attorney for Citycounty Insurance Services (CIS), and has practiced law for more than 20 years. She also is CIS’ Pre-Loss Program Supervisor, and oversees the work of the Hire-to-Retire Program, an integrated plan of services to assist employers during every stage of the employer-employee lifecycle.  Prior to joining CIS, Tamara was a partner at two Portland-area law firms (Miller Nash LLP and Barran Liebman LLP), where she represented and defended public and private sector employers against employment- and labor-related claims in administrative agencies and courts. She has authored five books on employee handbooks, and has been recognized for her work in employment law by Oregon SuperLawyers, Chambers USA, and The Best Lawyers in America.  An Oregon native, Tamara graduated with honors from Simmons College (B.A.) and Boston University School of Law (J.D.).

Jeffrey D. Jones
Jeffrey is an Associate Professor of Law and Philosophy.  Jeff started his legal career at Davis Wright Tremaine and then moved to Barran Liebman LLP, where he served as Of Counsel until 2014.  Jeff’s main research and practice focus is employment law.  He teaches employment law, disability law, property law, property transactions, and all of Lewis & Clark Law School’s jurisprudence courses.  Jeff also teaches a course on law and social justice in Lewis & Clark’s Department of Philosophy.  Jeff recently launched Legalcide (www.legalcide.com), a podcast and website that examines people’s experience of law.  Jeff earned a B.A., B.S., M.A. and Ph.D., with honors, from the University of Wisconsin – Madison.  He earned his Juris Doctor degree, with honors, from the University of Michigan-Ann Arbor.

Christian Kaylor
Christian is a Workforce Economist for the Oregon Employment Department, specializing in the Portland area. He provides data analysis and advice relating to the Portland economy to local businesses, business associations and government agencies to facilitate intelligent decision making.  Before coming to the Employment Department eighteen years ago, Christian worked in various positions in Oregon politics and policy. He has served as Legislative Assistant to the Oregon Senate Minority Whip and Campaign Manager for the Oregon House Minority Leader. A native Oregonian, Christian has a degree in Economics from the University of Oregon.

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