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
Attachment 8
CLIENT UPDATE SUMMARY – May 12, 2008
The outline below is a compilation of deliverables since March 10, 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
 Certification’s 25th anniversary celebration planning (Fall 2008)
 Specialty-marketing discussions/informal survey (to encourage additional applicants) with
certification committee chairs/vice chairs and newly certified
 Florida Bar Annual Convention planning: Florida Lawyers Mutual Insurance Co.
sponsorship of BLSE reception, tribute to board certified past Florida Bar presidents, tribute to
five 50-year members who are certified
 Voluntary Bar Leaders Conference planning: sponsorship and marketing opportunity for
“Polish Your Practice” CLE seminar (July)
 Capstone 21 – May issue
 Approval of advertising and promotional guidelines for newly certified lawyers
II.
News Releases/Media Relations/Speaking Engagements
Note: Francine Walker and Dawna Bicknell approve all news releases and media outreach.
 CertLink (ABA publication) article – Spring 2008 issue
 Radio talk show appearances: Rice and Rose/Phil Bonomo (4/21), Eddie Farrah Law
Hour/Bob Spohrer (5/17)
 Television: Law and Sarasota/Doug Cherry (3/27)
 Jenkins/Lakeland high school Law Academy/Ralph Artigliere (3/14)
 Bar to Bar e-news articles February and March/April issues
 FLORIDA’S LEGAL BOARD CERTIFICATION PROGRAM CELEBRATES 25 YEARS news
release: ABA Standing Committee on Specialization’s CertLink newsletter, Young Lawyers
Division newsletter
 Obtain quotes from ABA Standing Committee on Specialization chair and 1997-98 Florida Bar
President Edward R. Blumberg
 Contact Haitian Lawyers Association for possible speaking engagement on Kozé Legal
television program and WRHB Sunday talk radio show
 Contact attorney Christine Ertl regarding recent appearance on AM 1590's "Legal Forum"
 Telephone calls to Florida Law Schools for certification speaking engagements; schedule most
for fall: Georgie Angones/UM/Christina Ortega, Nancy Benavides/FSU, Prof. Edward
Lisa Garcia/PR Florida Inc. Summary Update
Deliverables March 10 – May 12, 2008
Page 2 of 7
Parson/FAMU/Orlando, Student Services/FIU, Dean Robert Levine/Nova; Stacy Kotzen/St.
Thomas, Susan/Barry Univ., Ellen Sefton/Florida Coastal
E-mail outreach to additional talk radio hosts: David Kaylor/Law Talk/Lakeland, Tom
Olsen/Olsen on Law/Orlando, Jay and Julie Show/1490 WWPR/Bradenton, Ken Walsh/The
Wake Up Call/WFTW Ft. Walton Beach
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Tasks/Deliverables
Voicemail/e-mail with Clear Channel representative regarding advertising quote for Miami-area
billboards; provide ad specs and background
Write letter; follow up with phone call; confirm FLMIC sponsorship of BLSE annual convention
reception
Review Clear Channel billboard advertising proposal; forward to Lindsey Blomberg for
inclusion in BLSE meeting packets
Telephone conversations with Mario Guiterrez and Lindsey Blomberg regarding status of
Florida Newsclips account
Deliver business litigation reception function sheet/cancellation to meetings department
Daily news summary; forward items for Capstone; forward Avvo.com article to BLSE
Communications Committee for comment
Continue follow up to certification committee chairs and newly certified lawyers regarding
certification outreach and publicity
Telephone conversation with Fast Signs regarding annual convention promotional items and
pricing
Telephone conversation with Harvest Printing regarding brochure reprint
Meeting with Francine Walker to discuss Avvo.com and pending agenda items
Compile master document of certification survey results; place additional phone calls to nonrespondents; forward contact information to Twyla Sketchley; obtain list of 2006 newly
certified, e-mail two admiralty lawyers;
Telephone call with Fast Signs to discuss poster reorder; review jpeg file; reorder posters for
upcoming certification seminars
Discuss May 17 noon appearance on Eddie Farrah's law hour radio program - WOKV
Jacksonville; discuss with Mike Tanner, Eddie Farrah and Claudia Oltean (Bob Spohrer's
office)
Voicemail for Carolyn Shovlain regarding subsitution of revised certification ad on appellate
practice section Web site; review files to locate PDF files of generic ads (previously forwarded
to program administrators); download appropriate site links and send with certification ads via
e-mail to appellate practice Web master per Carolyn Shovlain's instructions
Discuss Polish Your Practice Web cam recording/DVD production with Professor Larry Krieger
Continue editing/refining Artigliere PowerPoint for Polish Your Practice; rehearse timing with
presentation notes; seek information from Michelle Francis regarding length of presentation for
CLE credit
Discuss with Webcredenza the possible options for video taping Larry Krieger's portion of
Polish Your Practice seminar
Submit CertLink article to ABA
Voicemail and e-mail from Becker Public Relations consultant related to Anstead Award;
forward link to 2008 online forms and provide written approval of deadline extension; telephone
conversation follow up
Lisa Garcia/PR Florida Inc. Summary Update
Deliverables March 10 – May 12, 2008
Page 3 of 7
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Telephone conversation with Andy Bundschuh/Mike Vasilinda Productions regarding
certification videos, online links/review, pricing, etc.; forward links
Telephone conversation with Eddie Farrah to confirm Bob Spohrer as guest on May 17 radio
show; follow up with Spohrer PR consultant
Request transcripts of Spohrer videos; follow up telephone conversation with Spohrer PR
consultant
Forward Webcredenza quote for Larry Krieger videotaping to Dawna Bicknell for approval;
follow up with Webcredenza on scheduling and DVD count for price quote
PRSA Web site research for corporate anniversary Silver Anvil Award winners;
download/file/review summaries for certification 25th anniversary plan
Write first draft of 25th anniversary plan; inquire about education and adoption law approval for
possible inclusion; discuss timing with general meetings
Discuss Spohrer video and e-mail communications with Dawna Bicknell; review files and
forward all relevant e-mail communications; review BOG update summaries and forward to
Dawna Bicknell; discuss background of video production
Discuss Clearwater Bar Association anniversary campaign; research/review Karen France
materials obtained at NABE workshop; make notes for possible inclusion in 25th anniversary
plan
Follow up with Fast Signs on pending poster order and proof; obtain price quote and approval
for Dawna Bicknell; order two framed posters for certification review courses
Create IS request form; forward Capstone 21 to Jonathan Israel; discuss timing on release
Follow up with Bob Harding regarding Webcredenza suggestion related to taping of Polish
Your Practice/Larry Krieger
Travel to Tampa for BLSE meeting
Review Bay News 9 Web site for "Political Connections" background; forward news article
Review Dawna Bicknell annual report draft for communications campaign; review BOG
summaries of deliverables for 2007 and 2008; capture highlights and edit annual report draft;
forward to Dawna Bicknell
Telephone conversation with Nate Trelease/Webcredenza regarding video/audio production
services (per Terry Hill) for Polish Your Practice and certification leadership seminar; report to
Francine Walker
Follow up call to Cinnamon Baker/Barry University to confirm 45-minute presentation in
September
Review Fox, Wackeen nomination form and attachments for Excellence Award; print/Xerox
copy supporting documents; request/download/review additional copy of mp3 file radio spot
Confirm Rick Nail availability for "Kaylor on the Law" radio program; telephone call to David
Kaylor to inquire about date/time (leave message with assistant)
Review pricing and services list sent by Nate Trelease/Webcredenza; respond to questions
and arrange Web preview of services; follow-up telephone conversation to discuss options for
Larry Krieger taping/DVD production and possible video services for certification leadership
conference
Read HCBA Lawyer (Hillsborough County Bar Association) newsletter article by Joe Varner
regarding Lewis "expert" dissent; follow-up telephone conversation with Chris Knopik
Discuss a "nominations due" e-mail for certified lawyers
Lisa Garcia/PR Florida Inc. Summary Update
Deliverables March 10 – May 12, 2008
Page 4 of 7
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Per Larry Krieger suggestion, contact Randy Hertz editor of the clinical law review at NYU
Law, to obtain permission to reprint Krieger's article for use in Polish Your Practice CLE
seminar
Follow up with Sara Pekar/ABA CertLink regarding deadline for article submission
Follow up with Tori Jo Wibel/ABA Standing Committee on Certification regarding possible
quote for use in certification 25th anniversary news releases; e-mail draft release for context
Telephone conversation with trademark counsel Matt Jenkins regarding logo design and
interpretation, and artist assignment of the image rights
Review specialization quote forwarded by Tori Jo Wible; incorporate into 25th anniversary
draft release
BLSE conference call to discuss communications strategies for certification areas with fewer
than 75 members
Read Supreme Court "Full Court Press" online newsletter; make format notes for Capstone
layout
Update Inns of Court PowerPoint presentation; forward to Rob Wilkins
Forward St. Thomas University contact information, flyer and certification talking points to
Jack Reiter for April 17 presentation
Begin writing/editing May Capstone; online research (ABA Web site) for lawyer resources;
inquire about Michael Gora "Divorce in Florida" column in Boca Raton News
Continue updates/graphic design/editing for Ralph Artigliere’s PowerPoint presentation from
2006 Polish Your Practice; integrate presentation notes; download graphics and sound files;
online research (YouTube) for deposition video clip previously included in presentation
Online (Bar Web site) research for newly certified lawyer news release; obtain names of
newly certified lawyers; compile the call list for the “smaller” certification areas (number of
lawyers): Admiralty (54), Antitrust (19), Aviation (30), Criminal Appellate (62), Elder (73),
Immigration (48), International (30)
Review/forward template for new media releases provided by Francine Walker
Certification informal survey telephone calls and voicemails: Steve Moon (Admiralty), Keith
Rounsaville, Gregory Hansel, Donald Scmidt (Antitrust), Jeffrey Ludwig, Barry Newman
(Aviation), Richard Hersch, Dea Abramschmitt, Brynn Newton (Criminal Appellate), April Hill,
Victoria Heuler, Carolyn Landon (Elder), Linda Osberg-Braun, Stuart Karden (Immigration),
Brock McClane, Steven Garellek (International)
Review Fund article on certification; forward to Dawna Bicknell
Telephone call with Larry Jones/ICLE/Georgia Bar regarding June conference of
Southeastern Admiralty Law Institute and board certification presence
Online research for billboard advertising company Web sites and Miami-area poster/junior
poster rates; complete online Clear Channel Outdoor form for rate quote
Continue certification informal survey: e-mails to Keith Rounsaville, Gregory Hansel, Donald
Scmidt (Antitrust), Jeffrey Ludwig, Barry Newman (Aviation), Richard Hersch, Dea
Abramschmitt, Brynn Newton (Criminal Appellate), April Hill, Victoria Heuler, Carolyn Landon
(Elder), Linda Osberg-Braun, Stuart Karden (Immigration), Brock McClane, Steven Garellek
(International); review input
Continue PC reconfiguration to accesss Web mail; discuss with Jonathan Israel
Follow up call to Professor Parsons/FAMU law school regarding rescheduling of certification
presentation for fall 2008
Lisa Garcia/PR Florida Inc. Summary Update
Deliverables March 10 – May 12, 2008
Page 5 of 7
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Search St. Petersburg Times Web site for legal article per Scott Barenchik phone call
regarding # certified
Review new board member orientation materials provided by Francine Walker; forward to
Lindsey Blomberg and Dawna Bicknell for possible use by BLSE
Order 500 copies (reprint) of Legal Expert brochures
Telephone conversation with Mary Jones/FLMIC regarding annual convention sponsorship of
BLSE reception; follow up e-mail; forward confirmation of sponsorship
Discuss cancellation of annual convention business litigation reception; telephone
conversation to Rob Wilkins to confirm; forward information to Lindsey Blomberg for meetings
Attend Excel class presented by Amy Hand
Discuss marital and family law certification logo EPS file request with graphic artists; request
file from outside vendor; forward to attorney who requested; voucher invoice submitted by
graphic artist
Discuss "nominations due" ad with Bar OS staff; forward previous certification ad for
comparison; facilitate editing and placement in Florida Bar News
Confirm Phil Bonamo for 4/21 "Rice and Rose" radio talk show; forward certification
background
Contact attorney Jack Reiter regarding April 17 St. Thomas University law school speaking
engagement
Review TBLS survey for question(s) related to marketing and consumer outreach
Review Florida Trend for Art Levy/Of Counsel story scheduled for January; discuss with
Francine Walker
Review Bradenton Herald for Jennifer Rich story on certification; contact Matt Jenkins for
copy of story, which ran 12/22/07
Follow up for previous "Polish Your Practice" voluntary bar requests: Donna
Scott/Hillsborough County Bar Association (left vm) and Veronica Prostko/Tampa
Online research and visit trophy shops to peruse catalogs for annual convention; forward
ideas to Dawna Bicknell
Follow up with Veronica Prostko regarding Plant City Bar/Polish Your Practice
Review "News and Notes" section of Bar News; look up certification status; create Capstone
items
Read Florida Lawyers Mutual Insurance Company risk management service newsletter
Review annual convention schedule and meeting summary forms; complete staff hotel
registration form; review 2006 and 2007 annual convention files; note poster order and
voucher submission dates
Confirm attorney Jack Reiter for April 17/noon presentation to St. Thomas University School
of Law
E-mail Michelle Francis regarding backup materials and marketing of Polish Your Practice
CLE seminar; meeting with print shop staff to discuss options for cover and packaging;
review previous course materials; create folder with previous outlines and course materials;
contact all speakers to obtain permission to reprint course materials and articles, and to
request presentation notes
Continue follow up calls to law schools: Barry University School of Law (spoke with Susan;
referred to Cinnamon Baker); Florida Coastal School of Law/Ellen Sefton (referred to vice
dean of academics)
Lisa Garcia/PR Florida Inc. Summary Update
Deliverables March 10 – May 12, 2008
Page 6 of 7
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Follow up with LSE staff regarding Legal Experts brochure supply; telephone conversation
with Miguel Jiminez/Harvest Printing about quotes for 250 and 500 copies
Telephone conversation with Buck Vocelle regarding logo design, PEC presentation and
background for approval process
Online research for Leon County schools' civic education program, as possible speakingengagement vehicle
Telephone to Tresha Parchment/Tallahassee Democrat regarding inclusion of board certified
lawyers
Review and "save as" for 2007 annual meeting graphics and documents: reception
PowerPoint presentation, Lawyers in the News PowerPoint, Tanner and Artigliere news
releases; review function sheets and folder notes; create notebook and folder
Review document/summary of other certification program logos; forward to Dawna Bicknell
Discuss Polish Your Practice elements with former presenters Larry Krieger and Ralph
Artigliere; review Artigliere course outline and "Codes and Creeds" PowerPoint presentation;
discuss layout and design options with graphic artist for packaging CLE seminar materials
Telephone calls to offer Polish Your Practice CLE seminar to bars suggested by Rob Wilkins:
Palm Beach County Bar Association and Martin County Bar Association
Follow up call to attorney David Kaylor regarding pending speaking appearance on "Kaylor
on Law"
Create flyer for Jack Reiter presentation to St. Thomas University School of Law; e-mail to
staff contact
Online research for additional mentoring articles; subscribe to Social Science Research
Network
Follow up call to attorney Gary Lehman (leave voicemail) regarding Harry Payton mentoring
story
Telephone conversation with CABA president Marlene Quintana regarding "Polish Your
Practice" and outreach to Dade County voluntary bars; follow up e-mail to Michelle Francis
and Dawna Bicknell
Discuss Florida Bar diversity symposium; forward Diversity Business Newsletter to Maria
Simmons Johnson and Karen Kirksey
E-mail John Berry regarding law school speaking engagements and the inclusion of
ethics/professionalism materials
Discuss Polish Your Practice CLE course and logistics; e-mail CABA president Marlene
Quintana regarding scheduling of group seminar for CABA and "top five" Dade County
voluntary bars
Transcribe quotes from Paul Aiello and Andrew Feurstein; forward with mentoring articles for
Harry Payton release
PRSA Strategist magazine; copy/forward relevant articles and statistics
Telephone conversation with Twyla Sketchley regarding elder law event at Florida Capitol
and possible Capstone news item; forward contact information; review and edit news item
Telephone conversations with attorneys/secretaries seeking clarification about fee increase
Follow up with Comcast Newsmakers producer regarding Keith Rizzardi segment
Ongoing discussions related to approval of Spohrer videos
Discuss certification feature story with Mark Killian/Florida Bar News
Review TFB annual meeting reception details for reservations confirmation
Lisa Garcia/PR Florida Inc. Summary Update
Deliverables March 10 – May 12, 2008
Page 7 of 7
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Facilitate thank you letter to Tom Sasser for his firm's underwriting of excellence
certificates/folders for January marital and family law review course; forward to Dawna
Bicknell, Mike Tanner
Telephone conversation with Michelle Francis regarding Polish Your Practice CLE course;
forward course summary and cover sheet/credit information; discuss easels for exams
Discuss/forward information about Larry Lieby/Florida Bar Construction Law Committee first
Lifetime Achievement Award
Summarize list of media relations volunteers; compile list
Review Harry Payton JNC application; take notes; compile with information from bio on firm
Web site; review National Law Journal mentoring article
Meeting with Francine Walker to discuss office scanner and PDF file creation
Review Baudville and online catalogs for possible annual convention promotional items
Forward Ed Blumberg quotes on 25 years of certification to Mark Killian/Florida Bar News