June 2018  

President's Report

Dear Indiana ALA Chapter Members and Valued Business Partners,

Welcome to the January Edition of Indiana ALA Chapter News. As we reflect on the last few months, the Indiana Chapter of ALA has participated in many exciting events as outlined in this Edition. Please enjoy!

 A proud highlight of 2017 was Elevate Your Firm. Much discussion about past Indiana ALA events sparked an idea of revising the format of the chapter’s Annual Partner Event.  The 2017-2018 Indiana ALA Board of Directors thought outside the box and developed Elevate Your Firm. The chapter hosted seventy-seven (77) attorneys representing fourteen (14) law firms across the state during Elevate Your Firm on September 13, 2017. Each attorney earned 1.4 CLE credits (.7) General CLE and (.7) Ethics CLE.  The CLE included a panel discussion with speakers Adam Gwaltney and Eric Redman of Ritman & Associates discussing Malpractice & Data Security; Lucy Dollens of Quarles & Brady LLP discussing Mentoring (Generational Issues); Bill Baten of Van Winkle Baten Dispute Resolution discussing Conflict Resolution; and John Trimble of Lewis & Wagner LLP discussing Succession Planning. ALA’s very own Executive Director, Oliver Yandle, JD, DAE moderated our panel discussion. Thank you to all for your support and hard work making this idea a reality!

From Left: Oliver Yandle, Executive Director ALA International; Bill Baten, Partner Van Winkle Baten Dispute Resolution; (front) Robin Burton, IN ALA President 2017-2018, Bose McKinney & Evans LLP; (back) John Trimble, Partner Lewis Wagner LLP; Lucy Dollens, Managing Partner Quarles & Brady LLP; (back)Eric Redman, Agent Ritman & Associates; Lisa Matheson IN ALA President-Elect and Director of Education 2017-2018,  Quarles & Brady LLP; and Adam Gwaltney, Agent Ritman & Associates.

Another one of my favorite chapter meetings in 2017 was Toni Neeley, INDY Chamber, Director of Membership Relations, Developing High Performance Teams through Diversity and Inclusion. Toni’s presentation included team building exercises along with a lot of fun and good humor.    

In November 2017, we welcomed back Adam Gwaltney and Eric Redman, Agents, with Ritman and Associates.  Adam and Eric presented, Insurance 101: It’s Not What it Used to Be in town-hall format.  Both Adam and Eric expanded on their panel discussion topics from Elevate Your Firm and we examined a social fraud engineering example from a willing member firm.

In December 2017, we combined our annual Holiday Luncheon with a partnership with Horizon House. Indiana ALA members and business partners donated essential household items such as toothpaste, deodorant, wet wipes, lotion, and medicated foot powder in addition to socks, hats, and other winter apparel.  Our chapter also donated nutritional supplements such as Ensure, peanut butter and nutrition bars.

Horizon House helps those who desire to live independently and be fully engaged in their communities.  Horizon House offers community-based support in three areas: Behavioral Health, Intellectual and Developmental Disabilities and Homeless Services.  For more information, please see their website Thank you to all for your generous donations for our 2017 Community Connection service project!

As your Board of Directors, we listened to your input outlined in our Member Needs Survey sent in October 2017.  We have made some exciting changes that we believe will benefit the chapter going into 2018.

In this newsletter, we have featured Important News and Announcements, Chapter Highlights, ALA Resources and the 2018 Schedule of Events & Save the Dates. 

As always, thank you to each of you for your member engagement, participation and contributions.  As a Board and a combination of various committees, we have worked hard in 2017 to Elevate ALA and we continue our efforts moving forward into 2018. 

If you enjoy writing, blogging or sharing, we welcome your input to future publications.  As always your feedback and input is greatly appreciated. 

Wishing you a happy, healthy and prosperous 2018!

Robin R. Burton

2017 – 2018 Indiana ALA Chapter President


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Our January Indiana ALA luncheon meeting was held on Tuesday, January 9, 2018 at Regions Tower, 5th Floor Conference Center.

Regions Tower, 211 N Pennsylvania St, 5th Floor Conference Center is our new venue for 2018.

Our January topic was 2017 Employment Law Year in Review with guest speaker Sandra Perry, Partner at Bose McKinney & Evans LLP.  Sandra reviewed the good, the bad, and the very ugly in terms of what has happened in the labor and employment arena in 2017 and likely developments in 2018, covering topics including heightened focus on sexual harassment, LGBT protections, shifts in employee leave obligations, and current topics affecting employers and employees.

The 2017-2018 Indiana ALA Board of Directors recommended a change in luncheon meeting venue for 2018. After reviewing monthly comments from our 2017 chapter meetings, along with our member-needs survey last fall, the Board voted to move the 2018 meeting location from Morton’s to the Regions Tower, 5th Floor Conference Center.  We have a great room layout to network and provide education along with a new lunch menu.  We have kept in mind those who have food preferences and sensitivities.


We are pleased to announce the following 2018-2019 Indiana ALA Board of Directors Proposed Slate of Officers.  This Slate was presented at our January meeting per chapter bylaws. Vote will take place on February 13, 2018 during our annual State of the Chapter meeting.

President:                                                        Lisa Matheson,   Quarles & Brady LLP

President Elect:                                              Laura Rust, Lewis Wagner LLP

Immediate Past President:                            Robin Burton, Bose McKinney & Evans LLP

Treasurer:                                                        Angela Holmes, Bose McKinney & Evans LLP

Secretary:                                                         Twila Hornback, Kroger Gardis & Regas LLP

  • Vice-Chair Melissa Kirk, Schultz & Pogue, LLP

Director of Education:                                    Sheri Rothrock, Cohen & Malad LLP

Director of Business Partner Relations:      Laura Rust, Lewis & Wagner LLP

  • Vice-Chair Stacey Anouan, Van Winkle Baten Dispute Resolution  

Director of Communications:                       Kate Keele, Lewis Wagner LLP

Director of Membership:                               Stacey Anouan, Van Winkle Baten Dispute Resolution

  • Vice-Chair Raquel Rutledge, Krieg DeVault LLP



New for 2018: Elevate Your ALA Network. This special meeting is the first of its kind for our chapter. It is meant to bring members, potential members, business partners and potential business partners together in one setting to learn how to make the most of our ALA Network. This is a great opportunity to introduce individuals from the legal community who are not currently members of ALA to our chapter. It is also a great time to introduce companies you work with through your firm who might be interested in becoming an ALA Business Partner. Attendance of potential members, current Business Partners and potential Business Partners, will be complimentary.  To register for this event, please click on this link:



MARCH 21, 2018 2:30 PM to 5:00 PM

The Indiana ALA and Business Partner Educational Forum has returned to March this year and will be held at Regions Tower, 5th Floor Conference Center on March 21, 2018. Our workshop speaker will be Dean Savoca, M.Ed.,BCC, CSP Savoca Performance Group.  This year’s topic is Increase Your Influence: Discover Eight Attributes of Successful Leaders. We have great new networking activities lined up with our business partners.  We hope you can make it to this year’s Educational Forum as it’s going to be an exceptional event.   Watch for the Save the Date in the coming weeks!


2018 Indiana ALA Chapter Dues remain the same as 2017. Annual dues should be paid to Director of Membership, Stacey Anouan.  Please contact Stacey at [email protected] for payment of dues.

Tier 1 Membership ($75.00) – This is the traditional membership that members have had over the past several years.  Monthly luncheons can be purchased a la cart for $25.00 per member.  Members are still welcome to participate in all other local chapter events. 

Tier 2 Membership ($150.00) – This is the traditional membership, with six (6) monthly luncheons included in your annual dues.  For those who attend regularly, this eliminates the need of cutting a check each month.  Registration fees apply for events outside of the monthly luncheons, including the March business partner/educational forum & the annual holiday luncheon. 

*Although there will be no additional cost for the regular monthly luncheons under the Tier 2 Membership, we will still ask members to register for each meeting to ensure we get an accurate headcount for food orders.  For those who register but do not attend the event, a $25.00 charge will be administered to cover food costs.  Cancellations will need to be made 24 hours in advance of the event in order to avoid the $25.00 charge. 

Regardless of your membership level, we are very fortunate and grateful to our ALA Business Partners that we are able to hold the membership dues at a low cost for 2018.



Please welcome our newest Indiana ALA Members – Kylie, Valerie, Shan, Brennen, Jena, Kristin, Todd,  and Leigh Ann!  Did you know a full Indiana Chapter Member Directory is available on the Indiana ALA Chapter Website under the Member Area link? Your ALA Indiana Chapter ID is your email address.  If you don’t know your password, click the link Forgot Username/Password on the Member Area login screen to reset it. 

If you would like to assist in welcoming our new members, please consider joining the Connection Team.  The purpose of the Connection Team is to assist new members to Indiana ALA, new to the legal profession or in need of additional direction in their legal career. For more information, please contact Stacey Anouan, Director of Membership, [email protected]. If you would like more information to join any   local chapter committee, please contact Stacey and she will point you to the committee chair.

A big welcome to our newest Indiana ALA members:

  • Kylie Blackford, Administrative Assistant - McNeely Stephenson
  • Valerie Bloom, Office Administrator – Price Waicukauski Joven & Catlin LLC
  • Shan Galloway, Director of Human Resources – Barnes & Thornburg LLP
  • Brennen Garard, Accounting Manager – Hall Render Killian Heath & Lyman
  • Jena Hamrick, Administrator – Frost Brown Todd LLC
  • Kristin Hibbard, Human Resources Director – Frost Brown Todd LLC
  • Todd Huth, Director of Finance – Kightlinger & Gray LLP
  • Leigh Ann Martin, Legal Talent Manager – Faegre Baker Daniels LLP

We  would also like to give shout outs to our ALA International leaders, Debbie Elsbury, Threlkeld Stevenson and Vicki Bruce Hansen, Bose McKinney & Evans LLP.  Debbie continues to serve as ALA Region 3 Director and Vicki Bruce Hansen recently served as an At-Large Member of the Regional Nominating Committee.  The Regional Nominating Committee (RNC) selects leadership for the regional teams throughout the association.  Thank you, Debbie and Vicki, for your service to ALA International. 

If you desire to serve ALA International, we strongly encourage you to do so.  Please contact Debbie ([email protected]) or Vicki ([email protected]) at anytime to discuss ALA International leadership opportunities.  We are proud of Indiana Chapter’s long-time dedication to the association at-large. Go ALA Team!  Elevate ALA!

Reminder to all members: ALA International and our local chapter is subject to antitrust/competition issues. As chapter leaders, we would like to remind all members and business partners of the antitrust guidelines found on the ALA International website.  Please click on this link for further information about the anti-trust guidelines:


The relationship between a chapter and its business partners is critical. We cannot provide quality educational opportunities without their support. It is up to us to make sure that they feel they are receiving value for their investment in us. Make sure that calls and e-mails from Business Partners are returned promptly. Even if you are not currently in the market for their product or service, let them know. They will accept it and appreciate your keeping them informed.

Business partners need to see a return on their investment in the chapters but it does not have to be immediate. They know that the vast majority of conversations with members will not result in a sale at that time but will go a long way toward developing a relationship that will pay off in the future.  We, as chapter members, need to make a concerted effort to engage with the business partners whenever possible.

Below are comments from a business partner and a chapter member:

“The Oktoberfest ALA event was a great gathering for our group! It was an awesome venue with lots of faces (new and old) and it was wonderful catching up with the Indy ALA crowd as always! I look forward to this event again!” Becca Meshberger, IST Management Services, Inc.

“The Annual Oktoberfest Business Partner event this year was another great success.  It was a perfect setting to connect, and reconnect, with our Business Partners. I had an opportunity to visit and catch up with some people I had not seen in a while and also met some people who are new to the ALA Business Partner group. Thanks to the Board for making all the arrangements for such a pleasant and enjoyable event.”  Debra Shrum, Legal Administrator, Lewis Wagner LLP

To all of our Business Partners, we thank you for the many privileges and educational opportunities you afford us through your generous sponsorships and your business and product advice in all areas of our daily work. Find member-exclusive VIP services and discounts from nationally known companies in solution categories like cyber security, technology consulting, office products and video conferencing. The savings provided by ALA’s VIP program business partners can add up to 70 percent overall — enough to offset the cost of membership!  Please visit the link:  ALA VIP Program.

A huge thank you to all of our 2017 business partners!  Please review a complete listing of our 2017 Business Partners on the ALA Indiana Chapter Website under the Business Partners Tab. We cannot do what we do without you!  We look forward to seeing all of our business partners and potential 2018 business partners at our State of the Chapter event previously mentioned in this Newsletter on February 13, 2018.

SUZY FAULKNER ‘NOW IS NOW’ AWARD – The Suzy Faulkner ‘Now is Now’ Award was established in 2016 to recognize Suzy Faulkner, former Indiana ALA member and Special Projects Board Member. Suzy is a retired Human Resources Administrator at Kightlinger & Gray, LLP.

The Award was designed with a goal to provide financial assistance to a past or present Indiana ALA chapter member who has experienced a life-altering medical diagnosis or who is a caregiver/support person for an immediate member of their family who has experienced a life-altering medical diagnosis.  This is a one-time per recipient award.

A committee was developed, along with eligibility considerations and an application in 2017.  Due to privacy and confidentiality, we are unable to announce the recipient of the Award in 2017 but we are able to announce our chapter did Award $1,500 based on the application and eligibility considerations as outlined in the Award documents.  Thank you to the Board, Suzy Faulkner, The ‘Now is Now’ Award Committee, and all of you for your support of this Award.

FINANCIAL STATEMENTS – 2017 SUMMARYAngela Holmes, Indiana ALA Chapter Treasurer

  • The chapter maintains a strong cash position.
  • Cash balance at December 31, 2017 is $37,108 compared to $42,642 at December 31, 2016.
  • 2017 Cash Summary:
    • Collected $12,869 less in Income than budgeted
    • Spent $11,161 less in Expenses than budgeted
    • As a result, used $1,708 more of cash reserves than budgeted
  • Our BP sponsorships alone represent 61% of the chapter’s income. 
  • The chapter paid $7,781 in scholarships during the year. 
  • Reminder: In order for our chapter to provide the educational programs and resources we do is because of our business partners! Remember to sign up for Elevate Your ALA Network to learn why and how YOU can support our chapter simply by hiring our Indiana ALA business partners!



In addition to our local Indiana ALA Chapter website at, below are many additional, valuable resources available to you as an ALA International member from the website. 


Have you visited the Career Center at If not, make it a priority for 2018. There you will hit the jackpot of career resources such as:

  • Countless career-related articles, including but not limited to, Human Resources, Legal firm marketing, evaluating staff performance, future industry trends, succession planning, online networking, and legal practice management, just to name a few—a wealth of relevant information and tools for all firm administrative
  • Job bank for employers and job
  • Career Resources Kit—this gem is extremely helpful for the small firm administrator just getting his/her feet wet—sample employment agreement, performance evaluation, job description(s),
  • Subscribe to the weekly “Career Connection” newsletter, and enjoy career tips and articles from other legal professionals, as well as updated legal management and support staff job

Free resources from Robert Half Legal—a professional firm providing a full suite of legal staffing and consulting solutions for law firms and corporate law departments across the country. A great

resource for law firm trends, and solutions across the board, from cubicle etiquette to successful wellness programs.

  • Need advice? Check out the Peer Consulting Database of hundreds legal administrative professionals across the country who are willing to provide assistance and offer solutions.
  • There is a treasure trove of valuable resources available to you at Let your membership work for you and cash in to Elevate Your Potential in 2018!


Your managing partner asks you to begin collecting proposals for an updated document management program or retirement program. Where do you start? Begin with your ALA International website and visit the Legal Marketplace. There you will find professionals from all across the country who are willing and able to assist with all your questions and tailor their solutions for your unique law firm practice. From practice management to employee benefits to law firm technology, find your next business partner at the Legal Marketplace—visit


As the undisputed leader of the business of law, ALA members and chapters are encouraged to strive for excellence. In order to recognize those efforts, ALA has launched the IDEA (innovation, development, engagement and advancement) Awards. ALA chapters, committees, regions, individuals, firms, business partners and organizations are eligible award recipients who will be selected based upon their development of unique and innovative programs, services and events that improve our ALA chapters and/or legal communities. ALA IDEA Awards recognize new practices that deliver great value and transformational impact through innovative achievement. Questions can be directed to [email protected].


Check out the Indiana ALA Chapter Website Site Photo Gallery to view the people, places and things that make our Indiana ALA Chapter so special!

Thank you for reading this edition of your chapter Newsletter. 

We’ll see YOU at the next Indiana ALA Chapter event.




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