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Patrick Longan

Mercer Law School to Host Symposium on Current Issues in Professional Identity Formation

By: Pat Longan, William Augustus Bootle Chair in Ethics and Professionalism
Director, Mercer Center for Legal Ethics and Professionalism
Mercer University School of Law

On March 8, 2024, Mercer University Law School and the Mercer Center for Legal Ethics and Professionalism will host a symposium on current issues in professional identity formation. The Mercer Law Review will publish the articles that emerge from the event.

The symposium is the 24th annual Georgia symposium on professionalism and ethics. The series is funded by an endowment that resulted from the settlement of charges of litigation misconduct in a civil case in the United States District Court for the Middle District of Georgia in the 1990’s. That same settlement endowed professorial chairs in ethics and professionalism at Mercer, the University of Georgia, Emory University, and Georgia State. The annual symposium rotates among those four schools.

Mercer’s 2024 symposium will have four main presenters, who will each be followed by two commentators.

David Grenardo of the University of St. Thomas School of Law will present on “How Law Schools Can Help Historically Underrepresented Students Develop Their Professional Identities.” Women, people of color, first gen college and first gen law students, and individuals from the LGBTQIA+ group may have a harder time with their professional identity formation, particularly if they do not have family members, role models, and/or mentors who are lawyers. When you add in structural and institutional racism, sexism, and other forms of discrimination, bias, and prejudice that are a part of the legal system, it makes it that much more difficult for historically underrepresented individuals to know where and how they will fit in as lawyers. David’s presentation will focus on what law schools can do for these students as they develop their professional identities.

The commentators for David’s presentation will be Barbara Glesner Fines from UMKC School of Law and Janice Craft from the University of Richmond School of Law.

Daisy Floyd from Mercer Law will speak on “The Role of Purpose in Professional Identity.” In Educating Lawyers, the Carnegie Report describes the apprenticeship of “identity and purpose” to emphasize the importance of grounding legal education—and the student’s emerging professional identity as a lawyer—in the public purposes of the profession. During the 1950’s, social scientists began to study the role of meaning and purpose in a person’s life, and the advent of positive psychology in the early 2000’s spurred an emerging body of empirical research on the importance of purpose to a fulfilled and meaningful life. This presentation will address what lessons legal educators can learn from purpose studies to inform our work on the formation of professional identity.

Ken Townsend from Wake Forest Law and Harmony Decosimo from Suffolk Law School will be Daisy’s commentators.

Kendall Kerew from Georgia State College of Law has chosen as her topic, “The Rule of Law, the Role of the Public Citizen, and Professional Identity Formation.” The Preamble of the Model Rules of Professional Conduct defines a lawyer as “a representative of clients, an officer of the legal system and a public citizen having special responsibility for the quality of justice,” and charges lawyers as “public citizens” to “seek improvement of the law, access to the legal system, the administration of justice and the quality of service rendered by the legal profession” while also “further[ing] the public’s understanding of and confidence in the rule of law and justice system. . . .” This presentation will explore the intersection of the Preamble’s definition of lawyer with the intentional exploration of law student professional identity formation and training on cross-cultural competence, racism, and bias required by ABA Standards 303(b)(3) and 303(c) as a means to help students discern their role as future lawyers and empower students in their duties to protect the rule of law as the foundation of democracy, provide access to justice, and make change where the law has created injustice.

Kendall’s commentators will be Eduardo Capulong from CUNY School of Law and Kelly Terry from University of Arkansas Little Rock (UALR) William H. Bowen School of Law.

Finally, Aric Short from Texas A&M University School of Law will speak on “Beyond Fiduciary Duties: Developing Discernment to Navigate Conflict in Law Student Professional Identity Formation.” The concept of lawyer as fiduciary is deeply rooted in what it means to be an attorney—it’s integral to our professional identity. Aric’s presentation and paper will explore the concept of the lawyer as fiduciary, including how that label affects well-being messaging and programming in law schools. Aric will identify predictable conflicts that can arise for legal professionals in the areas of values, duties, and priorities and explore how we can more effectively guide students to develop effective skills of discernment to better prepare them for these professional conflicts. 

Carwina Weng from LSAC and Lindsey Gustafson from UALR William H. Bowen School of Law will provide the commentary on Aric’s presentation.

The events begin with a dinner for the speakers, invited guests, and Mercer Law Review members the night of March 7 at the Georgia Sports Hall of Fame. The Honorable Tony DelCampo, President of the State Bar of Georgia, will provide the welcoming address. The following day’s program will be held in the Bell-Jones Courtroom at Mercer’s law school.

I extend my thanks to all who have agreed to be part of this event. Anyone who is interested in attending or has any questions about the symposium may contact me at longan_p@law.mercer.edu.

Studying for an exam
Barbara Glesner FInes

Final Exams and Professional Identity Formation

By: Barbara Glesner Fines, Dean and Rubey M. Hulen Professor of Law, UMKC School of Law

As final exam season nears, we who teach doctrinal classes are turning our efforts toward constructing final exams that will fairly assess our students’ mastery of the learning outcomes we have set for our class. What conclusions might we draw about the final exam experience as an opportunity for students to experience being a lawyer or to reflect on what that identity means?

We might conclude that some traditional final exam approaches are not well suited as intentional formation experiences.  Multiple-choice, standardized questions are unlikely to provide an opportunity to develop one’s conception of the role of attorney.  While these exam question approaches can be helpful for assessing knowledge and, to some degree, analytical skill, they are an experience that is entirely academic.  Traditional essay questions, even when framed as “you are the attorney for…”  or asking students to “advise your client,” are equally unlikely to help students to form a professional identity.  When delivered in the artificial environment of a timed, in-class final exam, students are unlikely to see these essay exams as experiences in which they are acting in an authentic lawyering role.

Nevertheless, traditional exam approaches are not irrelevant to professional formation.  All communicate the need for professionals to prepare diligently, perform well under pressure, and communicate clearly: all part of the professional value of striving for excellence.  However, they also may communicate negative habits and mindsets.

If the final exam is the only opportunity for graded credit that students receive during a semester, students are taught that day-to-day work has little value compared to the ability to deliver on deadline.  Many of our students have intellectual abilities that allowed them to earn high grades during their undergraduate education by simply “cramming” for final exams rather than requiring steady, daily practice. Unfortunately, many attempt and even succeed in that same approach to their work in law school.  It is little wonder, then, that we see the ABA Model Rules of Professional Conduct needing to comment that, “Perhaps no professional shortcoming is more widely resented than procrastination.”[1]  One way, then, to create opportunities for students to internalize a strong commitment to sustained, quality work is to make sure that the final exam is not the only place in which they are given feedback or earn reward.

Probably the most powerful formation aspect of final exams is what comes after they are over: grades.  Grades can impact professional formation in many negative ways.  Law students, already overly reliant on external measures of self-worth, can be pushed even further in that direction.  Students can take grades as indicia of career opportunities and academic expectations.  For those at the bottom of the curve, grades can create a sense of hopelessness that undermines continual improvement.  Students at the top of the statistical grade curve are not unaffected either.  Their top-percentage grades can lead them to feel that they are doing something wrong if they do not enter the large firm tournament.

There is a tension here of course.  The more we use “grades” to motivate student performance, the more we emphasize an external locus of control.  We can find ways to provide frequent feedback and give students credit for regular practice without sending a message that student’s performance is tied to their competitive grade ranking with their peers. For example, regular practice quizzes or exams (i.e., evaluated but ungraded) can give students a way to assess their progress and earn the intrinsic satisfaction of producing a quality product.

As one of the most powerful experiences in law school, final exams could become transformative opportunities for students to reflect on their own attitudes toward professional work and value. For law schools to help make that happen, we must build in more opportunities to communicate with students about the meaning of exams and grades. We could engage students to reflect on the exam experience after it is over, develop the habit of reflection on performance for continual improvement, and right-size the impact of grades on their own self-evaluation. We do not generally structure our academic calendars to incorporate such an experience. That doesn’t mean that such an experience could not be built into our academic programs as part of an overall professional identity formation program.

Do any schools have such a program? Please share your experiences on the Holloran Center PIF listserv or with me at bglesnerfines@umkc.edu.

 

[1] ABA Model Rule 1.3, Comment 3.

Barbara Glesner FInes

American Bar Association Difference Maker Award Recognizes PIF Program

By Felicia Hamilton, Holloran Center Coordinator

At its annual fall meeting, the ABA Solo, Small Firm and General Practice Division’s (GPSolo) recognized Holloran Center Fellow Barbara Glesner Fines with its Difference Maker Award.   The Award recognized Dean Glesner Fines’ leadership in developing a solo and small firm program at the University of Missouri Kansas City School of Law.  This program is explicitly designed as a professional formation opportunity in which students are guided in envisioning themselves as entrepreneurial lawyers and are required to prepare a business plan and portfolio for their solo or small firm practice.

That program, first developed with Dean Emerita Ellen Suni and Professor Tony Luppino in 2004, serves those students who have a goal of entering solo or small firm practice upon graduation.  More than simply a law practice management course (though that is an important component in building their plan), the course helps students to identify and demonstrate their unique value to the community.  Students articulate the values that will guide their practice.  They learn about the business of law and the professional guideposts.  Their portfolio provides details of financing, equipment, software, staffing, insurance, and more.

To help guide students in preparing their portfolio, the program faculty work closely with members of the bar and professional support service providers to provide expertise, coaching, and mentoring.  The primary course is held during the summer and includes student participation in the Missouri Bar Solo & Small Firm Conference.  At the conference, students meet solo practitioners in their preferred fields of practice and geographic areas.  Students share their portfolios and pitch their business plans to attorneys for critique, attend continuing education sessions, visit with vendors of support services, and meet members of the Missouri Supreme Court and leadership of the Missouri Bar.

Alumni of the program have launched a variety of very successful solo and small firm practices, many of them by starting in the law school’s post-graduate incubator.  These have included solo practices focusing on a highly specialized fields, general practices in rural and underserved communities, innovative nonprofit law firms, practices focusing on innovation or technology, and highly successful solo and small firms across a wide range of practice areas.  Graduates from even a decade ago report that they still revisit and revise their original business plan prepared during law school. These alumni, in turn, guide the next generation of solo and small firm attorneys.

The program is an example of collaboration in building a professional identity formation program to successfully help students in their transition from student to lawyers.  Congratulations to Holloran Fellow Barbara Glesner Fines and her colleagues on making a difference with this program.

To learn more about the solo & small firm program or to share your own experience with similar programs, contact Professor Glesner Fines at glesnerb@umkc.edu.

 

Barbara Glesner Fines is the Dean and Rubey M. Hulen Professor of Law at the University of Missouri-Kansas City School of Law.

Barbara Glesner Fines is the Dean and Rubey M. Hulen Professor of Law at the University of Missouri-Kansas City School of Law.

Barbara Glesner FInes, David Grenardo, Jerome Organ, Louis Bilionis, Neil Hamilton

Standard 303 and the Development of Student Professional Identity: A Framework for the Intentional Exploration of the Profession’s Core Values

 

By Felicia Hamilton, Holloran Center Coordinator

Holloran Center Directors Neil Hamilton, Jerry Organ, and David Grenardo, along with Holloran Center Fellows Barbara Glesner Fines and Louis Bilionis recently co-authored an article that supplies a framework for understanding the core values of the legal profession. The authors’ intention is to guide legal educators into a thoughtful exploration of the nature of these values, and to encourage law school faculty and staff to make intentional choices around how their programs highlight them. Using the metaphor of a tree, the authors address the core values of the “trunk” (a sense of responsibility to those whom the professional serves and the commitment to professional development) and the “branch” values as codified into the Model Rules.

Read more in the abstract for “Standard 303 and the Development of Student Professional Identity: A Framework for the Intentional Exploration of the Profession’s Core Values” below:

Legal educators, following the change in ABA accreditation Standard 303(b)(3)[1], must face directly the question “what are the core values of the legal profession?” This article offers a framework both to help faculty and staff clarify their thinking on what are the profession’s core values and to spotlight the choices law schools need to consider in purposeful fashion.

The framework offered here should also help allay two concerns that faculty, staff, and students may have about core values of the profession.  One concern is that all statements of values are subjective in the sense that they are expressions of individual subjective preferences, beliefs, and attitudes.[2]  A second concern is that statements of values tend to privilege the traditional, and hence fail to reflect the diversity of the profession and the experience and views of marginalized members of the profession – particularly with respect to the elimination of bias, discrimination, and racism.[3]

On the first concern, the article analyzes first the core values of all the service professions to point out two core values foundational to all of them. The article then analyzes the legal profession’s core values articulated in the ABA Model Rules of Professional Conduct, adopted with some variation by all fifty states. The fifty-state adoption of the Model Rules indicates a strong consensus on the core values of the profession.  On the second concern, the values framework offered here makes clear that elimination of bias, discrimination, and racism is among the profession’s core values, and that the profession should, on an ongoing basis, seek feedback widely regarding its core values, particularly from marginalized groups, and reflect on the feedback.

Part II outlines the ABA accreditation Standard 303 changes that require each law school to help students develop a professional identity through the intentional exploration of the values of the profession. This means the faculty and staff need to discern the values of the profession they want the students to explore.  Part III analyzes what is a professional identity?  Part IV provides a framework to help legal educators clarify their thinking about the profession’s core values.  The framework features some widely shared fundamental values for all the service professions, and locates also values particular to the legal profession. Part V explores how the core values of the profession in part IV connect to “successful legal practice.”  Part VI discusses cautionary arguments that traditional values like those in the Model Rules can privilege some groups and fail to account for the experiences and viewpoints of marginalized groups.

[1] Standards & Rules of Procedure for Approval of Law Schools, Standard 303(b)(3) (Am. Bar Ass’n 2023), [hereinafter Accreditation Standards], https://www.americanbar.org/content/dam/aba/administrative/legal_education_and_admissions_to_the_bar/standards/2023-2024/23-24-standards-ch3.pdf.

[2] See, e.g., Joseph Singer, Normative Methods for Lawyers, 56 U.C.L.A. L. Rev. 899, 902-911 (2009).

[3] See discussion in Part VI of this article.

You can download the article from SSRN here.

Neil Hamilton is the Holloran Professor of Law and Co-Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law in Minnesota.

Jerome Organ is the Bakken Professor of Law and Co-Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law

David Grenardo is a Professor of Law and Associate Director of the Holloran Center for Ethical Leadership in the Professions at the University of St. Thomas School of Law.

Barbara Glesner Fines is the Dean and Rubey M. Hulen Professor of Law at the University of Missouri-Kansas City School of Law.

Louis Bilionis is the Dean Emeritus and Droege Professor of Law at the University of Cincinnati College of Law.