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professional formation

Introducing the Second Edition of Toni Jaeger-Fine’s Becoming a Lawyer: Discovering and Defining Your Professional Persona (2023)

By: Toni Jaeger-Fine, Senior Counselor, Fordham Law School; Principal, Jaeger-Fine Consulting

Jaeger-Fine’s concept of the Legal Professional Persona refers to a set of attitudes and behaviors that enable success and flourishing in the profession. As legal educators, students, and professionals, we tend to focus on legal knowledge and technical skills to the exclusion of these attributes that comprise the professional persona. The touchstone of cultivating a strong and sustainable professional persona is intentionality, and the goal of this book is to make each of us more deliberate about how we develop and nurture our professional identity.

This second edition is the product of conversations with, and feedback from, hundreds of law students and legal professionals, and the author’s own lifelong journey toward building and refining her own professional persona.

The book is divided into three main parts, reflecting the pillar of the professional persona: fundamentals; self-management; and relationships.

Fundamentals introduces the concept of the professional persona and its importance, discusses the state of today’s legal profession, and identifies the building blocks of a professional persona. In particular, this part examines how we move through stages of competence, the need to create sustainable habits and tools for doing so, the primacy of social and emotional intelligence, and the importance of leadership as a mindset and general orientation rather than a matter of position in a hierarchy.

Self-management—professionalism from the inside—addresses a range of issues relating to mindset and dispositions (such as a positive mindset, commitment to excellence, and character), time management and organization, and well-being. This part also offers a practicaand mindset approach to a sustainable form of well-being.

Relationships—professionalism with the outside—considers working with others, which embraces among other things the importance of inclusive thinking and controlling our cognitive biases, effective communication, managing up and down, and business development and client management. This part also covers talent management, development, and retention, including how to accelerate diversity, equity, and inclusion. In addition, this part addresses ensuring that our public professional persona promotes our own professional identity, the goals of the institutions with which we are associated, and the profession more generally.

The book is eminently readable, and most chapters end with a series of questions for reflection, making this book readily adoptable for professional identity courses. Becoming a Lawyer: Discovering and Defining Your Professional Persona is available from West Academic or on Amazon. Please feel free to email me at tfine@fordham.edu if you have any questions or comments.

January 23, 2024 by hami3258

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 24^th 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.

January 16, 2024 by hami3258

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

Welcoming the new year with gratitude: Holloran Center Resolutions for 2024

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

What better time to reflect on professional identity formation than the new year, when so many of us are making resolutions for growth and improvement. Here are three of our resolutions for the Holloran Center’s continued formation:

We resolve to be grateful. We are grateful for the leadership of Tom Holloran, whose example of servant leadership inspires us. We are grateful for the work of scholars and teachers in other professions who have given us so many insights and inspiration. We are especially grateful to you, our colleagues engaged in this work of coaching, mentoring, and guiding our students in their transformation from student to lawyer.
We resolve to listen. This past year, we have learned so much from the questions and critiques posed by our colleagues. What do we really mean by formation? How is it different from the knowledge and skills transfer we aim to teach and provide? How do we assess development? How do or should concepts of professionalism and civility fit into professional identity? What about this idea of “identity”? How does that singular-sounding noun reconcile with our diverse cultures and values as individuals and communities? How do we ensure that the work of formation is shared and equitably by our entire community? Our understanding of our work has evolved with each question and challenge.
We resolve to share. Since 2013, over 400 scholars, teachers, and student services professionals from over 60 law schools have attended a Professional Identity Formation workshop or conference or symposium sponsored by the Holloran Center. We look forward to hosting at least three additional workshops in 2024: a conference for professional responsibility scholars and teachers in April, along with two summer workshops. We will continue to support others leading in this effort. We are also working to develop our online community: revising our databases of materials and inventories, and growing our blog and listserv. Let us know how we can help.

Happy New Year!

Neil, Jerry, David, Lou, Barb, Kendall, and Felicia

January 5, 2024 by hami3258

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.

November 30, 2023 by hami3258

Janet Stearns

Getting it Done, and On Time

By: Janet Stearns, Dean of Students, University of Miami School of Law

Deadlines matter
Regardless of our practice area, job setting or employer, we are called upon to complete projects on deadlines set by clients, courts, and bosses. Our ability to manage competing projects and complete tasks on time is a fundamental professional skill.

In September, Nikki Beach, a renowned Miami Beach day spa, lost the right to remain on the property when their lawyers failed to submit a timely proposal to the city. According to the city attorney:

“…[Y]ou did not submit your proposal in Periscope by the deadline, as required by the RFP, and we cannot accept late submittals. Thank you and have a wonderful weekend.”[1]

Habeas petitions in death penalty cases have also found their way to the U.S. Supreme Court over the issue of missed filing deadlines.[2]

Law School & Deadlines
Deadlines produce anxiety and stress among our students. These situations present us with the opportunity to teach about the importance of deadlines, and the ways that we can respond and plan for them. For example, in the past week, our 1L Legal Communications and Writing Course had a memorandum due Monday night at 8 p.m. Meeting this benchmark demonstrated the ability of our students to work under pressure and complete a task on deadline. Some students completed the assignment well in advance over the weekend, others coming in just under the wire. Yet others were still reaching out after the deadline due to various technical and personal issues, asking for extensions and permission to submit late. Our student affairs team, working hand in hand with the Legal Communications and Writing faculty, needed to collaborate on our policies to determine whether to accept late submissions. We have also reflected hard on the lessons that we are teaching our students in these moments that they are confronting the challenges of meeting professional deadlines. At present, the grading deadlines are enforced, with significant penalties for late submissions.

We have the opportunity to teach about the importance of deadlines in other settings, too. Clinics and externships clearly give students some “real world” perspective on meeting deadlines. We also find that students engage with the University over various registration, financial payment, commencement application, and other administrative deadlines, and we do our best to send consistent messages about these activities. Extracurricular activities including Moot Court and Law Review involve submission deadlines, and we have historically construed these very strictly, along the way teaching lessons to our students about the value and necessity of completing tasks on time.

In some situations, we observe students who consistently face challenges in managing their time and meeting deadlines. We continue to explore options for additional training and coaching on executive functioning skills and time management for these students. In my opinion, barring an extraordinary medical or personal family situation, we should not be accommodating or extending these deadlines. We must not only continue to articulate the essential professional skill of learning to meet these deadlines, which students will confront in the “real world,” but we must also align our teaching and administrative practices with this reality.

Character & Fitness Considerations
The Florida Bar character and fitness questionnaire asks us to certify a number of issues, including the following:

Is the applicant thorough in fulfilling obligations?

Does the applicant meet deadlines?

For many years, our focus has been on conduct issues such as academic integrity and candor. Recently, however, we have found the need to disclose when students have chronic issues with fulfilling obligations and meeting deadlines. This semester, I have sent two letters to the Florida Bar relating to students in which, after multiple efforts at outreach from me and professors, we still saw a significant lack of responsiveness and attention to obligations in clinics, law review, and other law school obligations.

Following a brief survey,[3] we identified the following states that also asked character and fitness questions relating to these issues:

Maine Board of Bar Examiners Law School Certification (linked here) asks law schools to certify the following statement:
- “I certify that I am not aware of and my review of the record has not revealed any incident in which the applicant failed to meet a material obligation.”
Mississippi Certificate of Dean of Law School (linked here) asks:
- “Is the applicant timely and thorough in fulfilling obligations?”
Wyoming Bar Dean’s Certificate (linked here) asks:
- “While engaging in law school activities including, without limitation, clinical courses and student bar association activities, did the applicant breach any professional or fiduciary obligation or any duty or trust?”

I would invite all members of our Professional Identity community to consider how and where we have the opportunity to message and teach the essential professional skills around deadlines and obligations. Please feel free to reach out to me at jstearns@law.miami.edu if you have any questions or comments.

[1] Aaron Liebowitz, City rejects Nikki Beach bid to remain in South Beach due to missed proposal deadline, Miami Herald, September 02, 2023.

[2] https://www.themarshallproject.org/2014/11/16/death-by-deadline-part-two.

[3] I am deeply grateful to Madeline Raine, Assistant Director of Student Life, for her survey of state character and fitness questions. She stands on the front lines of teaching students lessons about professional identity as they relate to the character and fitness process in Florida.

November 28, 2023 by hami3258

Greg Miarecki

Do These PIF Courses Really Matter?

By: Greg Miarecki, Executive Assistant Dean for Career Planning and Professional Development, Director of the University of Illinois College of Law Leadership Project, University of Illinois College of Law

Each spring semester, I teach our professional identity formation class, known as Fundamentals of Legal Practice. A good number of our students speak positively about the class. But each year, there are always a series of comments in the course evaluations along the lines of, “Why do I have to take this? This is a waste of time. I’d rather spend more time learning about constitutional law or contracts.” For years, I was pretty disappointed in this kind of response (even if it was a minority view). Then, several years into my PIF journey, I was at a Holloran Center retreat and learned that many of you who teach these classes get the same response. That support allowed me to take these kinds of comments with a grain of salt, continually reminding myself that my 25 years in the legal profession equipped me with skills and insights that brand new law students simply don’t have.

And, over the years, I get some support from unexpected sources. Last week, I was meeting with a Chicago firm – a senior partner and a junior associate. The junior associate graduated from our law school and took Fundamentals. At the outset of the meeting, the partner talked about what he wanted in junior lawyers – he needed responsiveness, focus on client service, someone who could build relationships, and be a leader – all things we talk about in Fundamentals. I chuckled a bit, turned to the junior associate and asked her if she’d ever taken a class focusing on those kinds of things. She looked at me quizzically for a moment, and then said, “Oh, that nonsense we listened to in 1L year” – clearly referring to our Fundamentals class.

The partner, intrigued, asked me to explain. I told him about what we taught in the class, and he enthusiastically responded that he loved the idea of the class. We both looked at the junior associate, who looked a bit confused and then sheepishly admitted, “I actually wish I had paid more attention to some of those sessions.”

Some of our students will “get it” right away. Some will eventually get it, perhaps years into the future. And some might never get it. If you ever need reinforcement and support for your PIF initiatives, just talk to alumni and employers – many of them appreciate what you’re doing!

If you would like to share your PIF successes or commiserate, then please connect with me on LinkedIn or email me at miarecki@illinois.edu.

November 16, 2023 by hami3258

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.

October 26, 2023 by hami3258

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