Put Into Practice 
Newsletter  

September 2018
Hauling the Law with a Wisconsin Trucker
by Jay Reeves

It's not the road conditions or other motorists that pose the greatest driving risk - it's the weight of the load you're carrying.
 
That pearl of wisdom came from my new friend Patrick, who was telling me what it's like hauling freight across the country in his tractor-trailer rig.
 
an interview with Camille Stell

Camille Stell has been a staple in the legal community for over 30 years. She's a connector and an innovator with a genuine concern for people and a desire to see others do well. Camille serves as our Vice President of Client Services but is transitioning into the role of President and CEO of Lawyers Mutual Consulting & Services.
 
by Troy Crawford

Earlier this summer, a North Carolina real estate firm reported a significant wire fraud in which a loan payoff statement was diverted and modified before transmitted to the attorney.   The firm then wired the payoff to a fraudulent account resulting in a significant loss.  
 
This new fraud was the first in which we know a payoff statement was altered and a loan payoff intercepted.
 
Read more
In This Issue
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BOOK REVIEW
Roadmap: The Law Student's Guide to Preparing and Implementing a Successful Plan
As a law student, the end goal is to find employment, whether that's in public service, in-house counsel, solo practice or in a large firm. How do you gain this employment?  
 
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FROM START TO FINISH
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TECHNOLOGY  
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  Keyboard Shortcuts: Outlook Shortcuts Get Things Done  

Tom Lenfestey
Law Practice Exchange


Samantha Cruff
Marketing Communications Coordinator
 
What does succession look like? Is "succession planning" a nice way of saying it's time to hang it up? The conversation surrounding succession planning can sometimes be overwhelming or swept under the rug altogether.  

 
Email is one of our primary communication tools.
 
Since it comes packaged with the rest of Microsoft Office, Outlook has become the most common email program used in businesses.
 
Upcoming CLE Programs
 
The NCBA Presents Yakety Yak! Do Call Back!: The Ethical Need for Prompt Client Communication
 
When: October 4, 2018
     1:00 - 2:00 p.m. 
Where: Webinar 
  
While it is important to comply with every obligation of the ethics canon, the obligation to promptly communicate with the client may be the most important.   
In this insightful webinar, legal humorist Sean Carter provides practical tips for how to meet the increasingly difficult of burden of talking, emailing and texting to each client's content.
 
  For more information and to register, click here.
Transferring Ownership of Your Law Firm to the Next Generation   

When: November 7, 2018  
Where: Great Wolf Lodge
     Concord , NC     
           
Join us for a small-group workshop, as succession experts help you develop a plan to transfer ownership of your firm to a new generation. Receive a valuation of your law practice as well as develop a timeline for succession and develop a plan for how to transition leadership, clients and management responsibilities.
 
For more information and to register, click here.
Lawyers Mutual 2018-2019 CLE Series - The Accidental Lawyer: Terms of Engagement
    
Date          Location
Oct. 30      Asheville
Oct. 31      Greensboro
Nov. 8        Clemmons
Nov. 9        Concord 
Jan. 11        Raleigh AM 
Jan. 11       Raleigh PM 
Jan. 30       New Bern 
Jan. 31       Greenville
Feb. 1        Wrightsville Beach 
   
Click the location you want to attend for more information and to register.  
 
"You're a lawyer, right?"

This workshop is designed to help lawyers be more alert to the vulnerabilities they may face in various non-office settings, and to equip them with best practices for defining their roles up front, and setting clear boundaries with the person seeking advice. 
Post Office Box 1929      Cary, NC 27512