Vol. 76, No. 12, December
2003
State Bar of Wisconsin FY03 Annual Report
Building on a Firm Foundation
Fiscal Year 2003 (FY03) marked the 125th anniversary of the State Bar
of Wisconsin, as well as other legal history milestones. It was a time
to reflect on the rich history of Wisconsin's legal community while
preparing for the profession's future. The founding principles laid down
in 1878 when the association was formed created a solid foundation on
which the Bar continues to build today.
The State Bar Association of Wisconsin held its first meeting in the
Wisconsin Supreme Court hearing room in the State Capitol on Jan. 9,
1878. That meeting was reenacted in 2003 by the Wisconsin Law
Foundation. Held in the newly restored supreme court hearing room, this
historical exercise illustrated the pivotal role Wisconsin lawyers play
in shaping the economic, physical, cultural, and political development
of our state.
Adapting to Change
History tells a story and often points to the future. The State Bar has
a story with 125 years of accomplishments. When I took office, I
outlined three goals for my term: spearheading an effort to educate the
public about the value lawyers bring to society; continuing the fight
for government funding of civil legal services for the indigent; and
improving diversity within the legal profession.
As we delved into our history this year, in celebration of the State
Bar's 125th anniversary, it was easy to see how today's efforts are tied
to our organization's founding principles to serve our members, the
judicial system, and the public. For instance:
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Over the year, the State Bar added to its legal history collection on
WisBar, featured Wisconsin's legal past in convention programming and
Wisconsin Lawyer content, and chronicled the Bar's history
through a nine-foot-tall panel display.
Key events in FY03 include:
- implementing a "Branding the Profession" effort, a long-term public
communications effort to educate the public about the value lawyers
bring to their clients and communities
- reviewing issues related to multidisciplinary practice,
multijurisdictional practice, and the unauthorized practice of law to
gauge their impact on the profession, our justice system, and the
public
- hosting the first continuing legal education seminar in webcast
format
- updating our e-commerce technology on WisBar to conform to
recognized Internet standards to offer users a more efficient online
registration and product ordering system
- refining the strategic planning process to provide relevant services
to members while maximizing limited resources
Due to space constraints, this report features only a sampling of the
organization's many activities.
Membership Demographics
The number and diversity of State Bar members has changed
significantly since 265 men signed the first membership roll 125 years
ago. To illustrate, membership data from 2003 is compared to 1985 data
the year comprehensive membership data collection began. Between 1985
and 2003, membership increased by 49.3 percent. Resident members
increased by 38.4 percent, while women entering the ranks of
Wisconsin lawyers rose 194.5 percent. The accompanying chart provides a
snapshot of the Bar's membership demographics in 1985 and 2003. With
increased membership and growing diversification, the Bar's leadership
strives to achieve balance among the varying needs of the
profession.
To sustain and enhance the growing needs of a diverse membership, and
to better serve a diverse public, the State Bar sponsors several
diversity initiatives, including:
Membership Demographics:
A Snapshot
|
|
1985*
|
2003 |
Gender:
|
|
|
Males
|
12,092 |
15,160 |
Females
|
2,021 |
5,952 |
In/Out State:
|
|
|
Residents
|
10,653 |
14,743 |
Nonresidents |
3,485 |
6,369 |
Age: |
|
|
Under 30 |
1,666 |
1,406 |
30 to 40 |
5,534 |
5,122 |
41 to 50 |
2,760 |
5,732 |
51 to 60 |
1,750 |
5,426 |
61 to 99 |
2,403 |
3,426 |
Total Members:
|
14,138 |
21,112 |
*Earliest year for which comprehensive member data is available.
|
Guidelines for the Review of Crimes and Ordinance Violations
in Milwaukee County. A collaborative project of the Diversity
Outreach Committee and the Milwaukee Bar Association's Community
Relations Committee resulted in a new set of standards on how defendants
are charged in nonfelony cases in Milwaukee County. The guidelines are
designed to ensure equal treatment of similar offenses and to save
taxpayer dollars.
Summer Clerkship Program. This summer, 19 first-year
law students from the Marquette and U.W. law schools held clerking
positions at law firms, corporate legal departments, and government
agencies. The Committee to Encourage the Placement of Minority Lawyers
oversees the project that provides practical exposure to legal
environments. Now in its 10th year, nearly 140 students have benefited
from this program.
Celebrating Diversity in the Legal Profession. E.
Christopher Johnson Jr., vice president and general counsel of General
Motors (GM) North America, was the keynote speaker at an annual luncheon
program that showcases diversity efforts in the legal profession. The
event is a collaborative project of the State Bar Diversity Outreach
Committee's Diversity Counsel Program and the Wisconsin chapter of the
American Corporate Counsel Association.
Diversity applies not only to gender, race, and ethnicity but also to
the many practice areas of the law. State Bar members practice in nearly
50 legal areas. In 2003 the top five practice areas were
business/corporate, real property, criminal, estate planning/probate,
and torts/personal injury law.
Enhancing Lawyer Competence
At its founding in 1878, the association created a legal education
committee to focus on lawyer competence. Inspirational speeches at
annual meetings eventually gave way to practical, bread-and-butter
presentations and round-table discussions. That early commitment to
life-long learning in the law continues today.
CLE Seminars
In a May 2003 member survey, State Bar CLE Seminars was again rated
as one of the top values of Bar membership. In FY03, CLE Seminars
collaborated with sections, committees, and professional organizations
to produce 45 different titles, resulting in 58 live seminars and 394
video presentations serving more than 14,000 registrants.
With an emphasis on providing current, relevant, and practical legal
information in a convenient and timely manner, an average of 70 to 80
programs are offered annually.
More than 40 seminars are already scheduled for FY04 on a variety of
topics and by various delivery mechanisms.
Innovative Delivery Options for CLE. In using new
technologies, the State Bar can save members time and money by offering
CLE seminars in a variety of convenient formats, including by phone, the
Internet, or by video. In FY03, more than 550 members registered for
five separate telephone seminars for regular and ethics credits.
Members now can attend select seminars right from their desktops with
new webcast technology. During webcast seminars, attendees receive a
live video stream via a link accessed through computers. Slides and
handouts can be downloaded prior to the program and participants can
submit questions to presenters during the program's interactive portion.
LegalSpan.com, a national online distributor of continuing legal
education, is the State Bar's online CLE partner. Webcasts provide a
special convenience to nonresident members seeking Wisconsin credit.
To meet the 'right-now' demands of the legal profession, CLE Seminars
also is investigating technology that will allow for portable audio
playback at the member's convenience.
CLE Books
CLE Books worked with more than 300 volunteer authors who contributed
their expertise to producing:
- 34 supplements or new editions, including a supplement to
Wisconsin Criminal Defense Manual, featuring information on the
Truth-in-Sentencing legislation;
- an update to the Probate Document Assembly software;
- revisions of Appellate Practice and Procedure in Wisconsin,
Eckhardt's Workbook for Wisconsin Estate Planners,
Wisconsin Fair Dealership Law, and the Worker's
Compensation Handbook; and
- the new Selected Wisconsin Public Utilities Statutes.
CLE Books is exploring partnership opportunities to develop online
versions of its publications in addition to the traditional print and
CD-ROM versions. Plans are to convert most of the print library into an
online format by spring 2004.
2003 Annual Convention
Nearly 1,000 members gathered in May at the 2003 Annual Convention in
Milwaukee at the Midwest Airlines Center to share expert advice and to
socialize. Registrants earned CLE credits at programs sponsored by
sections, divisions, and committees; networked with their colleagues;
and heard national speakers on current legal topics. In addition to
presenting an array of educational and social options to attendees, the
2003 convention provided a glimpse of the past as the legal profession
celebrated several anniversaries: Wisconsin Supreme Court 150 years;
State Bar of Wisconsin 125 years; and Wisconsin Court of Appeals 25
years.
The 2004 State Bar Annual Convention will be held May 5-7 at the
Monona Terrace Convention Center in Madison.
Delivering Services to Our Members
The State Bar is committed to providing services that are relevant
and useful to members. It regularly conducts a member survey to obtain
feedback, gauge satisfaction, and rate its customer service efforts. A
total of 382 resident and 226 nonresident members participated in a May
2003 membership survey. Key highlights indicate that:
- members believe that the State Bar is responsive to issues facing
the legal profession
- respondents rate the Bar as doing a very good job of handling
customer service
- more than eight in 10 respondents think the State Bar provides
adequate opportunity to get involved in Bar activities
Members consistently rank CLE Seminars, the Wisconsin Lawyer
magazine, and the Wisconsin Lawyer Directory as the most highly
valued benefits of State Bar membership.
Issues Facing the Legal Profession
Throughout FY03, the Board of Governors' discussion focused on
multidisciplinary practice (MDP) and related future of the profession
issues. In November 2002 the board acted on MDP Commission
recommendations on three interrelated topics:
- Multidisciplinary Practice Rather than seek to
amend Wisconsin's Rules of Professional Responsibility to allow
Wisconsin lawyers to partner with and share legal fees with nonlawyer
professionals, the board directed the Executive Committee to monitor
developments in other states and report back in November 2003.
- Unauthorized Practice of Law (UPL) The board voted
to petition the Wisconsin Supreme Court to form a committee to further
define the practice of law and develop more effective enforcement
mechanisms for prosecuting UPL. A public hearing is scheduled for the
fall 2003 session.
- Ancillary Business Practices Before it could decide
whether to seek amending the Rules of Professional Responsibility to
clarify whether lawyers can own ancillary businesses, the board cited
the need to define law-related services, and set forth criteria to
determine proper notice to clients of contractual or business ownership
arrangements.
WisBar
Work continues on a complete revamp of the State Bar's member-focused
Internet site WisBar. With an average of nearly one million page views
per month, WisBar provides electronic access to legal resources and
information.
Work begun in FY02 to identify goals, issues, and priorities,
continued in FY03 with additional user research and prototype design and
testing. As part of this work to bring WisBar up to Internet e-commerce
standards, the State Bar will soon launch an improved online storefront
called Marketplace. Marketplace provides secure online transactions
using up-to-date encryption features, and allows members to efficiently
search for and purchase products and register for seminars online, among
other features.
The redesigned WisBar will feature an improved search engine and
navigation and the ability to track CLE credits and will cure other
known usability issues.
Wisconsin Lawyer/Directory
The Wisconsin Lawyer and Wisconsin Lawyer Directory
are recognized as professional, high-quality publications by the ABA and
other bar associations. In FY03, Wisconsin Lawyer known for
most of its life as Wisconsin Bar Bulletin celebrated its 75th
anniversary by including "From the Archives," a monthly column of
snippets from past issues, while continuing to provide substantive
articles, how-to columns, notices of supreme court orders and rule
changes, digests of supreme court and court of appeals decisions, and
other timely content.
State Bar members receive a free copy of the Wisconsin Lawyer
Directory that includes lists of members, law firms, courts,
selected state offices, Bar information, an index to the previous year's
Wisconsin Lawyer, the Lawyer-to-Lawyer Directory, and more.
Electronic Communications
Recent membership surveys indicate that lawyers are growing more
comfortable with and often prefer to receive some types of information
electronically. In response to member preferences in how they receive
association information, the State Bar more often relies on electronic
communication to deliver information in a timely and cost-effective
way.
More than 9,000 members subscribe to 90 electronic mailing lists, and
5,100 members subscribe to WisBar's Caselaw Express, receiving free
weekly case law updates by email. Sections, divisions, and committees
also are exploring or beginning email delivery of their newsletters.
In April 2003 the State Bar began emailing monthly the 60-Second CLE
Update, announcing upcoming CLE seminars and highlighting developments
in CLE books.
Ethics Guidance
Ethics opinions of the Bar's Professional Ethics Committee apply the
Rules of Professional Conduct for Attorneys to specific factual
situations. Although not binding, these ethics opinions, as well as
ethics articles published in Wisconsin Lawyer, are important
sources of ethics guidance for Wisconsin lawyers. The Bar also offers an
Ethics Hotline to immediately assist lawyers in
interpreting and applying the rules to their practice situations. In
FY03 the State Bar's Ethics Hotline attorney handled 1,551 calls.
Assistance for Troubled Professionals
The Wisconsin Lawyers Assistance Program (WisLAP)
provides assistance to lawyers, judges, law students, and their families
in coping with alcoholism and other chemical addiction, depression,
anxiety, and problems related to the stress of practicing law. Calls to
WisLAP remain completely confidential and are exempt from reporting
professional misconduct to the Office of Lawyer Regulation.
Local Bar Support
The State Bar supports county, regional, and specialty bar
associations in their efforts to improve the justice system and the
practice of law by conducting strategic planning sessions, providing
speakers for programs, maintaining resource files with successful
program and project ideas, assisting in setting up local volunteer
hotlines and Law Day activities, and sponsoring an annual Bar Leaders
Conference and the Local Bar Grant Competition.
Wisconsin Bar Leaders Conference. More
than 50 leaders representing 39 local and specialty
bar associations shared their successes and challenges at the
2003 Wisconsin Bar Leaders Conference in April at the State Bar
Center. Workshops and breakout sessions offered programs
to help bar leaders develop skills and strategies to move their
associations forward, especially in retaining and recruiting
members.
Shaping the Law
In his speech at the Association's founding in 1878, Chief Justice
Edward G. Ryan said, "The profession which is educated in the common
law, and has mastered it as a service, ought to have an influential
voice in all legislation which modifies or repeals its rules." The State
Bar continues to work to ensure policymakers know how legislation
affects the courts, the legal profession, and the public lawyers
serve.
Government Relations
At its center, the State Bar's government relations program is a
member and public service. The Board of Governors, section governing
boards, and the government relations staff engage in a variety of
legislative activities, from monitoring bills introduced in the
Legislature, to coordinating research related to law reform, to working
to protect individual rights. The government relations program was
successful in FY03 on several important issues, including:
- fighting to remove provisions from the 2003-05 Budget bill that
would have lowered the personal needs allowance, the spousal
impoverishment asset limit, and the amount that can be put into an
irrevocable burial trust;
- restoring positions in the State Public Defender's (SPD)
office;
- working to keep funding for federal and state civil legal
services;
- working to include provisions on fees for medical record photocopies
in the 2002-03 Budget Reform bill;
- increasing funding for the private bar line of the SPD's budget in
the 2002-03 Budget Reform bill; and
- promoting the enactment of follow-up implementation provisions for
the Truth-in-Sentencing law, to allow for sentence modifications in
certain cases.
The Lawyers Legislative Action Network (LLAN) is the
State Bar's free legislative grassroots program that keeps State Bar
members informed on developing legislation so members can keep lawmakers
in touch with the legal profession and the public it serves. Volunteers
in LLAN work diligently to ensure that the state Legislature and
Congress are aware of the impact of legislation on the courts, the
profession, and the public. LLAN's success is evident in many ways,
including the regular requests it receives from legislators, lawyers,
the public, and the media seeking information on important legal
issues.
The Bar's government relations team produces Capitol Update
on WisBar, an online service that informs members about federal and
state legislation that affects the legal profession and justice system.
From the Capitol Update page, visitors to the site can track
bills, review the legislative session calendar, email legislators,
participate in discussion groups, and review State Bar and section
positions on legislative issues.
Recognizing Congressional Leadership. In July and
August 2002, the State Bar recognized several key members of our
Wisconsin congressional delegation for their efforts as members of the
House and Senate Judiciary committees and for efforts to establish a new
federal district court in Green Bay. The April 2003 Wisconsin
Lawyer featured the lawyer members of our Wisconsin congressional
delegation.
Court Relations
The State Bar plays an important role in advising the courts on
issues affecting the practice of law in Wisconsin. In FY03 Bar
leadership testified on several petitions, including:
- supporting a petition to amend the rules of appellate
procedure;
- pposing a petition relating to voluntary dismissals by the court of
appeals;
- opposing a petition that would forbid the stipulated reversal or
vacatur of lower court decisions; and
- supporting a petition to allow for the citation of unpublished
opinions.
Serving the Public
Pro Bono and Community Service. According to a May
2003 State Bar member survey, the estimated annual value of time donated
to public service/pro bono activities by Wisconsin lawyers actively
practicing law is more than $86 million. Lawyers help their communities
in myriad ways providing free legal advice, participating on boards and
committees, or assisting with Habitat for Humanity projects, for
example. Research from the State Bar's branding initiative shows that
the public values lawyers who give to their communities.
Wisconsin Pro Bono Initiative. Throughout much of
FY03, the Legal Assistance Committee worked to develop a coordinated,
statewide pro bono initiative with a focus on collaboration with the
judiciary, grassroots efforts, and local control with pro bono efforts
organized under the auspices of the judiciary in each of the 10
Wisconsin circuit court judicial administrative districts. This
initiative offers the Bar the opportunity to lead the nation in
providing meaningful public access to the justice system. The Board of
Governors will receive the project business plan and funding request in
fall 2003.
Continuing in its commitment to provide legal services to low-income
citizens, the State Bar's Team Pro Bono volunteers
provide free or reduced cost legal services to prescreened clients.
Through a partnership with Lexis/Nexis, in FY03 the State Bar offered
free computerized legal research to attorneys performing pro bono
service.
Interest on Lawyers Trust Accounts (IOLTA). The
State Bar closely monitored a U.S. Supreme Court case in March 2003 that
resulted in a 5-4 ruling to uphold the use of Interest on Lawyers Trust
Accounts (IOLTA). Since 1986, Wisconsin lawyers have deposited client
funds into IOLTA accounts. The Wisconsin Trust Account Foundation
(WisTAF) uses the interest earned in IOLTA accounts to fund legal
services for the indigent, amounting to nearly $1.5 million
annually.
Law-related Education
Mock Trial Tournament. The State Bar High School
Mock Trial Tournament attracted 600-plus attorneys and judges statewide
who volunteered their time and expertise to make the FY03 program a
success. In addition to attorneys, judges, and justices, more than 160
teachers and 28 regional coordinators helped organize the tournament,
made up of 167 teams. The mock trial program continues to be one of the
Bar's most visible public education efforts.
Mock trial sponsors include the Legal Auxiliary of Wisconsin, the
U.W. Extension, the Wisconsin Association of School Boards, the
Wisconsin Law Foundation, and individual attorneys and citizens.
Rhinelander High School won the state competition and then went on to
place eleventh nationally at the National High School Mock Trial
Championship held in New Orleans in May.
Justice Teaching Institute. In February, 28 high
school teachers participated in the third annual Wisconsin Justice
Teaching Institute. Assisted by supreme court justices, circuit court
judges, attorneys, and university professors, the teachers took part in
a sentencing exercise and analyzed actual supreme court petitions,
culminating with a moot court activity held at the Wisconsin Supreme
Court. The institute is a partnership between the State Bar's
Law-related Education Committee, the Wisconsin Supreme Court, and the
U.W. Department of Curriculum and Instruction.
Project Citizen. During FY03, the State Bar
cosponsored the "We the People, Project Citizen" competition a hands-on
civic education program for middle school students to promote competent
and responsible participation in state and local government.
The competition attracted 12 public policy portfolios represented by
one elementary school, six middle schools, and one 4-H club to the State
Bar Center for two days of judging. Panels of judges state legislators,
government leaders, and marketing professionals scored the portfolios
and hearings. Madison's Crestwood Elementary School scored the highest
and was invited in July to showcase its portfolio at the National
Conference of State Legislatures in San Francisco. Project Citizen was
sponsored by the Wisconsin Law Foundation, the State Bar of Wisconsin,
the Center for Civic Education, the National Conference of State
Legislatures, and the U.S. Department of Education.
We the People ... The Citizen and the Constitution.
In addition to numerous Wisconsin schools using We the People materials,
eight schools participated in a mock congressional hearing in January by
testifying at the State Capitol before panels of teachers, lawyers,
elected officials, and community leaders. Teams were asked questions to
test their knowledge on the Constitution. The winning school, Wauwatosa
East High School, went on to represent Wisconsin at the national
tournament in Washington, D.C., in May.
In FY03 the State Bar's Law-related Education Committee hosted the
We the People Summer Institute. The weeklong intensive
program is based on We the People curriculum, designed to promote a
deeper understanding of the Constitution and the Bill of Rights. The
goal is to promote civics competence and responsibility among
elementary, middle, and secondary school students. Twenty-three teachers
from across the state participated. In existence since 1987, We the
People is a national program directed by the Center for Civic Education
and funded by the U.S. Department of Education.
Media Relations
The State Bar maintains an ongoing program to create, develop, and
exchange information with attorneys, the courts, the general public, the
news media, and other organizations to enhance the public's
understanding of the law and the role of lawyers in society. As part of
that program, in FY03 the Media Law Relations Committee hosted the
fourth annual Courts & The Media Seminar that
engaged nearly 50 legal, judicial, and media professionals in a
role-reversal exercise and facilitated discussion to foster better
understanding of one another's roles in our justice system. The
committee also helped produce the fourth edition of the News
Reporters' Legal Handbook in cooperation with the Wisconsin
Broadcasters and Wisconsin Newspaper associations. The handbook helps
journalists understand the legal and judicial process.
In October 2002, the State Bar hosted at the State Capitol a
moderated candidates' forum between the Republican and Democratic
candidates for attorney general, attracting a good crowd that supplied
an abundance of questions for the candidates. It was jointly sponsored
by the State Bar, Madison radio station WTDY-AM 1670, and online news
service Wispolitics.com.
In conjunction with the State Bar's annual Judicial-Teacher Education
Training Institute in February 2003, the State Bar hosted a supreme
court candidates' forum at the State Bar Center. The moderated forum was
jointly sponsored by the State Bar and online news service
Wispolitics.com.
Programs for Public Access
Local Bar Grants. The Local Bar Grant
Competition Committee continued to award funds to local and
specialty bar associations that develop public service projects having
statewide application. In FY03, $8,000 was awarded for grant
projects, including: producing an instructional videotape/DVD for
assisting pro se litigants through the divorce process; developing
a publicity program for the Free Legal Clinic in Eau Claire County;
archiving historical information in the U.S. District Court for the
Eastern District of Wisconsin; and producing an instructional DVD for
pro se litigants requesting temporary restraining orders and injunctions
relating to domestic abuse and harassment. Achievement awards were
presented to 10 local and specialty bar associations that successfully
completed projects between 2001 and 2003.
Clients' Security Fund. The Wisconsin Supreme Court
established the Clients' Security Fund in 1981 to reimburse people who
lost money due to dishonest acts of attorneys. All active
Wisconsin-licensed attorneys subsidize the fund through an annual
assessment of up to $25.
In FY03 the committee acted on 21 claims against 14
attorneys. Of these, 12 were approved for reimbursement (totaling
$118,050), eight were denied, and one was deferred
to FY04. With the FY03 assessment at $20, this put the fund in a
sound fiscal position enabling the FY04 rate to be set at $0, the lowest
since 1997.
Lawyer Referral and Information Service. In FY03 the
public continued to benefit from attorneys registered with the State
Bar's Lawyer Referral and Information Service (LRIS). LRIS matches
Wisconsin lawyers with clients who are in need of legal help. With a
phone call to the State Bar or a visit to LegalExplorer.com, the Bar's
consumer Web site, consumers are connected to experienced legal
assistants who screen calls and refer eligible callers to an LRIS panel
attorney; the remaining callers are given information or referred to a
community agency or other legal resource. In FY03, LRIS referred cases
worth more than $2 million in fees for attorneys.
In addition to LRIS, the State Bar also conducts Lawyer
Hotline telephone sessions statewide so that callers can
receive information or advice from hotline attorneys on a variety of
legal problems. For more than 20 years, the hotline has fielded hundreds
of calls annually through the volunteer efforts of State Bar
members.
Executive's Message
Charting the Future
Building on the work begun in FY02, the State Bar has put intensive
effort this year into creating an effective strategic plan. The
Strategic Planning Committee has improved the rudder that guides our
ship, steering the Bar toward being managed more like a business. The
nine-goal plan will help guide Bar leaders in providing members with
relevant and useful services while maximizing the use of resources.
A properly executed plan helps provide the tools to overcome
challenges currently facing the Bar. As we learn to thrive in an
environment with increasingly limited resources, rising costs, and
strapped revenue streams, our decision-making needs to be visionary,
focused, and balanced.
We will pursue excellence while also forging ahead with our goals and
objectives. Our ultimate mission is to improve the administration of
justice and the delivery of legal systems, and to promote the
professional interests of Wisconsin lawyers. This is a dynamic process
that will change over time.
George C. Brown, executive director
FY03 State Bar's Strategic Goals
1. Provide services that are relevant and useful to members.
2. Improve public access to the legal system.
3. Assist in the development of the law.
4. Advance the ethical values of the legal profession.
5. Increase public understanding of the rights and responsibilities
of citizens under the law, and of the vital roles of courts, judges,
jurors, and lawyers in the administration of justice.
6. Increase and diversify participation in the legal profession.
7. Foster a collaborative relationship among judges and
attorneys.
8. Improve the operations of the Bar.
9. Improve financial stability.
Branding the
Profession
Wisconsin Lawyers: Expert Advisers. Serving You.
Even as early as the Bar's founding in 1878, lawyers decried their
poor public image. In May 2002, following much research, the State Bar
debuted a long-term, concerted effort to brand the legal profession ...
that is, consistently use a unified message to educate the public about
the value lawyers bring to their clients and their communities.
The message mirrors three key qualities that the public values most
about lawyers: expert advice, problem solving, and community service. To
be effective, the supporting messages and tag line Wisconsin Lawyers:
Expert advisers. Serving you. must be repeated and sustained over time.
As part of the effort, the State Bar produced a tool kit to offer
lawyers, law firms, and local bars assistance in incorporating the brand
into their communications.
In FY03, the Bar focused on implementing the brand, including:
- incorporating the brand in the Bar's communications, including all
communications with the public and media, consumer pamphlets, press
releases, and law-related education efforts and materials;
- developing grass roots support and involvement of the legal
community in integrating the brand in their communications, including
distributing tool kits to Bar members and encouraging their use of free
logos and public image ads in their marketing materials. As an example
of such use, the Wisconsin Hispanic Lawyers Association has translated
the tag line into Spanish;
- commencing paid media placements, including regular sponsorship
announcements on Wisconsin Public Radio, producing more than 8 million
impressions; and billboard ads in the Fox Valley and Green Bay area
promoting Wisconsin lawyers as experts, driving the public to the State
Bar's consumer Web site LegalExplorer.com, which averages 40,000 page
views per month. The billboards produced more than 5.2 million gross
impressions. In addition, a 30-second message ran on the Wisconsin Radio
Network on May 1 Law Day, promoting a guide educating consumers about
end-of-life issues. A total of 318 messages were broadcast six times
reaching nearly one million prime-time listeners. The Bar has received
additional media attention, earning TV, radio, and newspaper coverage
based in large part on President Pat Ballman's media outreach
efforts.
President-elect's Message
Moving Forward
As the State Bar begins its 126th year, it is important that we
remember our founding principles why we exist as an organization and who
we serve, and apply those principles in deciding all that we do to meet
today's challenges. A partial list of our goals for the upcoming year
includes:
- Training new lawyers in the art and folkways of law practice,
because not every new lawyer has the benefit of mentoring. "Building for
Success: The Ultimate 'How-to' Guide for New and Not-So-New Lawyers," in
which prominent judges and lawyers will address topics of special
interest to new lawyers, will be offered in January.
- Helping members to succeed by meeting their law practice management
needs. The Bar will entertain a proposal from the Law Practice
Management Assistance Program Working Group an advisory group
representing diverse entities from inside and outside the Bar to
establish a comprehensive law office management assistance program that
will coordinate and provide related resources.
- Lawyers are good people who sometimes need help in coping with
dysfunctional behaviors. The Bar will consider a proposal to expand the
Wisconsin Lawyers' Assistance Program, which provides confidential
assistance to lawyers coping with a broad range of behaviors before they
come to the attention of the OLR.
- Because no system of justice can long survive that serves some but
not all, the Bar will consider a proposal from the Legal Assistance
Committee to implement a coordinated, statewide pro bono initiative with
a focus on collaboration with the judiciary, grass root efforts, and
local control.
- Our profession stands to defend the courts and our way of justice.
Additional goals include analyzing the Bar's lobbying efforts to
evaluate the best use of our resources; reviewing how to implement
recommendations from the ABA study on the increasing politicization of
judicial races; and studying issues of civility within our profession
and justice system.
Finally, we must thoroughly study our dues structure and how the Bar
can do better for its members. Our goal is to operate in a business-like
fashion in helping our members succeed in their practice.
George Burnett, president-elect, State Bar of Wisconsin, July 1, 2002
June 30, 2003
Fiscal 2003 Financial Results at a Glance
...
Revenues: |
|
|
Expenses:
|
|
Education and Information
|
3,568,089 |
|
Education and Information
|
2,717,247 |
Communication
|
453,576 |
|
Communication |
1,301,385 |
Membership
|
482,129 |
|
Membership |
1,093,501 |
Government and Public Relations
|
5,338 |
|
Government and Public Relations |
437,536 |
Affiliates
|
276,998 |
|
Affiliates |
310,024 |
Governance |
0 |
|
Governance |
242,164 |
Finance and Administration |
3,957,357 |
|
Finance and Administration |
1,800,814 |
Sections |
216,925 |
|
Sections |
216,882 |
Divisions |
18,455 |
|
Divisions |
185,460 |
Committees |
2,750 |
|
Committees |
388,872 |
Total Revenues: |
8,981,617 |
|
Total Expenses: |
8,693,885 |
|
|
|
|
|
|
|
|
Excess of Revenues over Expenses:
|
287,732 |
|
|
|
Total Fund Balances, 6/30/02: |
5,729,612 |
|
|
|
Total Fund Balances, 6/30/03: |
6,017,344 |
Fiscal 2003 Revenues
Statement of Financial Position at June
30, 2003
ASSETS |
|
|
Cash and cash equivalents
|
2,395,795 |
|
Certificates of deposit
|
891,000 |
|
Accounts receivable
|
387,665 |
|
Campaign pledges
receivable |
22,764 |
|
Inventories |
179,699 |
|
Prepaid expenses |
137,348 |
|
Total current assets: |
|
4,014,271 |
Long-term investments |
|
1,280,018 |
Land
|
724,934 |
|
Building and improvements |
3,774,447 |
|
Furniture and equipment |
2,280,283 |
|
|
6,779,664 |
|
Less: accumulated
depreciation |
(1,653,773) |
|
Total land, building and
equipment |
|
5,125,891 |
TOTAL ASSETS |
|
10,420,180
|
LIABILITIES AND FUND BALANCES |
|
|
Membership fees and dues in advance |
1,938,328 |
|
Revenue in advance |
412,943 |
|
Due to Boards of Attorneys Professional Responsibility and Bar
Examiners
|
1,157,422 |
|
Due to Clients' Security Fund |
458,873 |
|
Accounts payable |
174,527 |
|
Accrued liabilities |
233,875 |
|
Other |
26,868 |
|
Total liabilities: |
|
4,402,836 |
|
|
|
Unrestricted fund balance - General Fund
|
5,431,720 |
|
Unrestricted fund balance - Sections Fund |
246,933 |
|
Temporarily Restricted net assets |
338,691 |
|
Total fund balances: |
|
6,017,344 |
|
|
|
TOTAL LIABILITIES AND FUND BALANCES
|
|
10,420,180 |
Wisconsin
Lawyer