PR FL ORIDA LISA M. GARCIA, APR ACCREDITED PUBLIC RELATIONS COUNSELOR P.O. Box 11069 Tallahassee, FL 32302 INC MEDIA, PR & SPECIAL EVENTS PHONE 850-228-4321 FAX 850-894-4048 EMAIL lisa@prflorida.com WEB www.prflorida.com CLIENT UPDATE SUMMARY – Nov. 17, 2008 The outline below is a compilation of deliverables since Sept. 15, 2008. Please contact me at (850) 228-4321 if you have questions or comments. TO: FROM: RE: I. Francine Walker, Dawna Bicknell Lisa Garcia Update Summary of Deliverables Highlights Board Certification Leadership Conference – Nov. 6/Orlando. Panel discussion on lawyer marketing and resources. Logo updates for all certification promotional materials and BLSE exhibit Certification resources documents and backgrounders – update and facilitate posting on Web site News release and preparations for 25th anniversary of certification program – special recognition for inaugural classes of civil trial and tax lawyers Area specific logos created and posted to certification Web page Four-color flyer for immigration & nationality certification promotion at AILA Increased emphasis on speaking engagements II. News Releases/Media Relations/Speaking Engagements Note: Francine Walker and Dawna Bicknell approve all news releases and media outreach. 1. Univision – Miami. Provide list of certified immigration & nationality lawyers for possible replacement of immigration law segment host. 2. Capstone 23 (September-October issue) – 10/13, and Capstone 24 (November issue) week of Nov. 17 3. Updates to three generic certification ads (used in section newsletters); facilitate posting on voluntary bar Web page. 4. Northwest Florida Daily News – provide contact information for certified attorney Rob Larkin. 5. Bar to Bar E-News – October/November issue – four certification news briefs 6. Florida Trend/Cynthia Barnett – Mike Tanner case/John Mills appeal related to Jacksonville Aviation Authority land deal – will appear December 2008. 7. Florida Trend/Art Levy – 25th Anniversary feature – pitched Oct. 29. 8. Orlando Business Journal/Richard Bilbao – certification leadership conference/25th anniversary – pitched Oct. 28 9. Twenty-Two Percent Of This Year’s Newly Certified Lawyers Are YLD Members – special news release for YLD Section newsletter – 10/2 (should be printed in upcoming newsletter) 10. Florida's Legal Board Certification Celebrates Twenty-Five Years: Program Offers Greatest Number of State Certification Areas; Adoption Law and Education Law Specialties Are On Lisa Garcia/PR Florida Inc. Summary Update Deliverables Sept. 15 – Oct. 17, 2008 Page 2 of 6 the Horizon – 10/30 – sent statewide to business publications, business editors and local bar associations. 11. Florida's Legal Board Certification Celebrates Twenty-Five Years (shorter release) - 10/30 – sent statewide to Dignity in Law, weeklies, dailies 12. Coffey Appointed Chair of Florida Bar Board of Legal Specialization and Education – 10/30 – resubmitted to Miami Herald “Movers” and “Business Notes” sections; 10/31 resubmitted to Daily Business Review’s "People on the Move," and South Florida Business Journal's "People in the News." Confirmation with Paul Brinkmann/South Florida Business Journal. 13. Florida Bar Board Certification Celebrates 25 Years – 10/31 – resubmitted to Miami Daily Business Review (David Lyons) and South Florida Business Journal (Paul Brinkmann) 14. Bar to Bar E-News (voluntary bars newsletter): More Than 200 Lawyers Earn Florida Bar Board Certification, October 31 is Deadline to Apply for 12 Legal Board Certification Areas, Nominations Open for Board Certification Awards and Polish Your Practice CLE Seminar Now Available to Local Bars. 15. ABA Specialization Certlink newsletter: Florida Launches New Logo for 25th Anniversary, BLSE Presents Certification Awards, Ervin Receives Special BLSE Commendation, More Than 200 Lawyers Earn Florida Bar Board Certification, “Polish Your Practice” CLE Seminar Available for Local Bars. Speaking Engagements 1. Francine Walker, The Florida Bar, spoke on board certification at the Bar’s annual reporters workshop in Tallahassee – 9/22 2. Terry Fogel, Miami (Marital & Family Law) spoke on board certification to law students at University of Miami School of Law – 10/2. 3. Larry Sellers, Tallahassee (SFGAP) spoke on board certification at The Florida Bar Continuing Legal Education Committee and the Administrative Law Section’s Pat Dore Administrative Law Conference 2008 – 10/2 4. Peggy Hoyt, Oviedo (Wills, Trusts & Estates), spoke on board certification at The Florida Bar Continuing Legal Education Committee and the General Practice Solo & Small Firm Section’s 4th Annual Ethics Update at University of Florida IFAS in Apopka – 10/10. 5. Barbara Wagner, Fort Lauderdale (Appellate Practice and Workers’ Compensation) spoke on board certification at The Florida Bar CLE and Workers' Compensation Section’s “The ABC's of Workers' Compensation Appeals” Lunch 'n Learn Telephonic Seminar – 10/14. 6. Silvia Rojas, Miami (Real Estate) spoke on board certification at The Florida Bar Continuing Legal Education Committee and the Real Property Probate & Trust Law Section’s “Real Estate: Ethical Fraud & Other Fairy Tales” in Fort Lauderdale – 10/17. 7. Judge Jenifer Davis, Orlando (Criminal Trial) spoke on board certification to law students at Barry University Dwayne O. Andreas School of Law in Orlando – 10/13. Note: Barry wants an ongoing partnership with speakers each semester. 8. Michael Lampert, West Palm Beach (Tax Law) spoke on board certification at the Tax Law Section’s Fall meeting in Orlando – 10/17. Lisa Garcia/PR Florida Inc. Summary Update Deliverables Sept. 15 – Oct. 17, 2008 Page 3 of 6 III. Tasks/Deliverables Contact Carolyn Reis for possible Delleker, Wilson certified lawyer presentation Oct. 9 at Barry University College of Law Meeting with Dorohn Frazier regarding flyer for Sept. 22 Reporter's Workshop; update previous flyer and deliver for printing Telephone conversation with attorney Terry Fogel regarding Oct. 2 speaking engagement at UM Law School, and edits to the communications campaign plan for 2008-09 Seek three quotes for reprint of Legal Experts brochure Seek reduced quote from Fast Signs for edits/updates to BLSE/certified lawyer display; forward revised estimate to Dawna Bicknell and Lindsey Blomberg Send logo update information to attorney Mark Ercolin Follow up with attorney Stuart Slutsky regarding BLSE decision to make an ethics counsel request regarding the use of approved BLSE slogans and the possible waiver of application fees Review all Speaking Out (online Florida Bar speakers' bureau newsletters); copy speaker names to identify certified lawyers; inquire about complete list Online research (Bar Web site) for Ralph Artigliere/Dawna Bicknell April 2003 certification article; forward NC State Bar executive director specialization article; request update for Bar Journal Discussion with Dawna Bicknell related to potential board certification article in Bar Journal, midyear meeting for inaugural certification classes (1983), local promotion/honor for 25year certs, and BLSE approval of communications plan Telephone conversation with Michelle Francis about reporter call related to CLE trends; request that Michelle return reporter call; discuss with Dawna Bicknell; create media information request Per Francine Walker, contact Univision producer to offer names of board certified immigration & nationality lawyers in the Miami area to potentially replace the station's existing immigration law host; obtain names and standards; forward via e-mail Review edits to Immigration & Nationality flyer for board certification promotion at Central Florida Chapter AILA Conference; discuss with Carol Vaught; provide suggested text for certification page reference; create follow up Office Systems request to substitute new text on flyer Telephone conversation with newly certified attorney Gray Tesh regarding media relations, Polish Your Practice and resources for certified lawyers; online research for contact information; create request to update 15th circuit media relations volunteers list Telephone conversation with Cheryle Dodd, Florida Bar Journal, regarding potential article on certification's 25th anniversary; discuss president's page option; report via e-mail to BLSE contacts Review price estimates for Legal Experts brochure reprint; respond to Harvest Printing regarding apparent price discrepancy Watch presentation on board certification and "expert" interview sources to Florida Bar reporters workshop participants Follow up with Heather Rodriguez regarding speaker for Oct. 9 Barry University College of Law event Edit list of newly certified lawyers for YLD members only; forward to Tom Miller for YLD newsletter/Web site Lisa Garcia/PR Florida Inc. Summary Update Deliverables Sept. 15 – Oct. 17, 2008 Page 4 of 6 Create PDF file; forward to Sarah Klein for promotion of Oct. 2 presentation at UM law school; resend in various formats for sizing E-mail Patience Burns, Palm Beach County Bar, regarding Polish Your Practice; discuss with Rob Wilkins and Dawna Bicknell Review/suggest edits to Richard L. Richards' “newly certified” news release; forward to Suzanne Dunn Discuss edited logos (for certification areas); forward information to Lindsey Blomberg Forward updated list of BLSE/certification committees to Patricia Hohman for posting on Bar Web site; obtain URL for Capstone Discuss Fast Signs updates/edits to BSLE display Review/forward to Lynn Brady Dawna Bicknell's edits to the Practicing With Professionalism flyer; proof final version; forward to Mary Jones/FLMIC per Dawna Bicknell's suggestion Discuss PWP flyer reprint with Donna Pinson; obtain color paper from print shop; Xerox 100 additional copies of temporary flyer; deliver to Donna for PWP packets; deliver color separations to print shop and complete job order for 750 copies of edited flyer Per Michelle Lucas inquiry, request additional FLMIC certification flyers from Mary Jones; discuss logo format for update to form Online research (certification page and Florida Bar section Web pages) to search for certification logo use, necessary updates; certification coverage, etc.; research other state certification program Web sites for ideas related to functionality, logo usage, etc. in documents Update lawyer resources documents with new certification logo; burn CD for transport to The Florida Bar Research attorney inquiry about client-file retention; forward link to JR Phelps article posted on Bar Web site Create PDF files from edited Word documents for lawyer resources section of certification Web page; forward documents and links to Bar Web master for page updates For Oct. 2 UM law school presentation, send talking points and backgrounder articles to Terry Fogel; confirm date and time Send PDF logo file link to Mary Jones/FLMIC for updates to their certification flyers Follow up with LSE staff on status of pamphlet order form flyer; forward update flyer to Bar Web master for posting on certification page Update example "newly certified" news release for lawyers resource section; forward to Bar Web master Run certification count on Bar database; forward to Terry Fogel with listing of certification areas, total Bar membership and printable logo (for University of Miami Law School presentation) Review Capstone 23 and 24 in multiple e-mail accounts; forward summary of edits, spacing issues, etc. to Jonathan Israel Update student flyer with Judge Jenifer Davis information; forward to Cinnamon Baker for Oct. 13 Barry University Law School presentation Provide talking points and background to attorney Silvia Rojas for Oct. 16 real estate CLE seminar Respond to Graphic Press and LithoHaus printers regarding selection of Harvest Printing for legal experts Lisa Garcia/PR Florida Inc. Summary Update Deliverables Sept. 15 – Oct. 17, 2008 Page 5 of 6 Follow up telephone conversation with Terry Fogel regarding UM law school presentation; forward notes to Bar mail account Forward background/talking points to Peggy Hoyt for Oct. 4 presentation at Annual Ethics Update Forward Michael Lampert request for tax law certification statistics; follow up with Lampert to confirm request and offer background/talking points Review civil trial certification committee report; look up committee leadership contact information; e-mail to offer assistance with 25th anniversary recognition and law school speaking engagements Forward PDF of certification ad collection to Lynn Brady with request for separate ad PDFs (for posting on voluntary bar Web page) Discuss publicity for Fox Wackeen lawyer's approved certification Forward to Judge Jenifer Davis the certification background, talking points and relevant articles for Oct. 13 Barry University Law School presentation Follow up e-mail to Tori Wible regarding marketing presentation at upcoming ABA Specialization Roundtable Florida Bar voicemail; return call from Cinnamon Baker/Barry University; e-mail Cinnamon and Judge Jenifer Davis to confirm Monday speaking engagement Respond to request from Zannah Lyle about protocol for PEC requests; provide background information related to Anstead award approval process Work with Rich Klein, Jim Davis and Buck Vocelle on certification leadership conference/marketing and resources panel: Forward background, notes and supporting documents related to certification; coordinate materials; facilitate conference calls, etc. Request clarification and BLSE minutes related to possible ethics counsel request re: slogans Online research (YLD Web site) to determine composition of YLD membership; meeting with Francine Walker to discuss Online research for comparisons of state/private certification area counts for Florida, Texas and California; forward to Dawna Bicknell and Lindsey Blomberg for leadership conference Telephone conversation with Orlando Business Journal reporter Richard Bilbao regarding coverage of leadership conference; notify staff of his planned attendance Create/file office systems request for creation of specialty area logos Contact Jewel White Cole to request permission to provide contact information for stories on 25-year anniversary and the newly certified lawyer class that is 1/4 YLD members Write general release for statewide media and Florida Trend pitch release for 25th anniversary; forward to Francine Walker, Dawna Bicknell and Joni Armstrong Coffey for approval Follow up telephone call with Cynthia Barnett/Florida Trend related to pending article on Woodwings appeal (Mike Tanner and John Mills); pitch certification 25-year anniversary; follow up as suggested with reporter Art Levy: create news regarding certification's milestones and 25th anniversary; e-mail with list of interview contacts Per Zannah Lyle request for consumer protection law committee, forward PEC request letter and nomination form for Anstead award approval process E-mail Texas and California certification programs to obtain numbers of Bar members and certified lawyers for presentation at leadership conference Lisa Garcia/PR Florida Inc. Summary Update Deliverables Sept. 15 – Oct. 17, 2008 Page 6 of 6 Update and forward news releases for statewide dissemination: Florida's Legal Board Certification Program Celebrates Twenty-Five Years: Program Offers Greatest Number of State Certification Areas; Adoption Law and Education Law Specialties Are On the Horizon (business publications, business editors, voluntary bar associations and Florida Bar program administrators) and Florida's Legal Board Certification Celebrates Twenty-Five Years (Dignity in Law, weeklies and dailies) Review weekly updates and speaking engagements calendar; create BLSE communications committee agenda and report; place all Florida Newsclips and Florida Bar News articles from July - October 2008 into notebook for BLSE communications report Follow up e-mail to Kathy Boykin/meetings department regarding midyear meeting registration materials and message center space; review registration materials Follow up with reporter Richard Bilbao/Orlando Business Journal; send 25th anniversary news release, background, interview contacts and leadership conference agenda Online research of Florida Bar Web site advertising rules to determine procedures for submission of items for ethics counsel approval; write draft letter related to fee waiver for previously approved certified lawyer ads that are resubmitted and include certification slogans/taglines; forward to Francine Walker, Dawna Bicknell and Joni Armstrong Coffey for approval and Coffey signature and discussion Thank you e-mail to Sarah Klein/UM Law School for Terry Fogel speaking engagement; discuss plans for spring 2009 semester presentation Per Mike Tanner previous request, review Jacksonville Business Journal Web site for complete list of Super Lawyers; follow up with phone call to Rachel Witkowski Discuss/facilitate additions of legal columnists to Bar business media database Resubmit Joni Armstrong Coffey BLSE chair release to Miami Herald Business Notes Section Create office systems request for updates to certification area logos; review all logos; file Web site change request with link to logo folder on J drive; discuss with Lynn Brady E-mail course description and background to Bradley Harper, Cunningham Bar Association in West Palm Beach, for spring presentation; telephone conversation to discuss logistics and additional details Discussion with Amaura Canty regarding legal columnists and columns; forward contact information Send news release, Coffey Appointed Chair of Florida Bar Board of Legal Specialization & Education, to Miami Herald "Movers" section, Daily Business Review "People on the Move," and South Florida Business Journal's "People in the News." Lengthy telephone follow up with Paul Brinkmann/South Florida Business Journal Discuss with Mike Tanner the Jacksonville Daily Business Review's printed list of Super Lawyers; leave voicemail for Rachel Witkowski to inquire Inquire about photos from LSE department for 25-year timeline Submit news release, Florida Bar Board Certification Celebrates 25 Years, to Miami Daily Business Review (David Lyons) and South Florida Business Journal (Paul Brinkmann)