CCBL CLE Form

CCBL 2021 Evaluation

To download materials for individual sessions, use the links below.

To download for all sessions in one document, use this link. (Please note – document is 468 pages)

8:30 a.m. – 9:15 a.m.

1. Decision Points and Defining Moments –Kick-off Session

“When something bad happens you have three choices. You can let it define you, let it destroy you, or you can let it strengthen you.” Theodor Seuss Geisel

Materials and Resources


9:25 a.m. – 10:25 a.m.

1. Your Year as Bar Leader

“A leader’s job is to look into the future and see the organization, not as it is, but as it should be.” Jack Welch

Materials and Resources

  • Hot tips to plan for your future and the future of your Bar Association

2. Civility, the Virtual Practice of Law and Beyond

(1 Ethics CLE)

“Civility isn’t just the absence of incivility. Civility in the fullest sense requires something more: positive gestures of respect, dignity, courtesy, or kindness that lift people up.” Christine Porath

Materials and Resources



11:45 a.m. – 1:15 p.m.

1. Learning from the Past to Create a Better Future

(eligible for 1 ethics CLE)

“We are leaders, not promoters of the status quo.” Danielle Conway

Materials and Resources

  • Listen to this 35-minute NPR interview with Richard Rothstein, the author of Color of Law, as he examines the local, state and federal housing policies that mandated segregation, including this example… “The Underwriting Manual of the Federal Housing Administration recommended that highways be a good way to separate African-American from white neighborhoods. So this was not a matter of law, it was a matter of government regulation, but it also wasn't hidden, so it can't be claimed that this was some kind of "de facto" situation. Regulations that are written in law and published ... in the Underwriting Manual are as much a de jure unconstitutional expression of government policy as something written in law.”
  • Lunch Book: Color of Law by Richard Rothstein – Core Argument, PowerPoint

1:30 p.m. – 2:45 p.m.

1. Moving your Member Association Forward – Post COVID-19

(This session does not qualify for CLE)

“You don’t have to see the whole staircase, just take the first step.” Martin Luther King, Jr.

Materials and Resources

2. Beyond Board Basics: Role of Good Governance and Financial Understanding for Board Leaders

(eligible for 1 substantive CLE)

“A budget is a financial plan to control future operations and results.” Jae K. Shim

Materials and Resources

  • Finance for Nonprofit Boards, Elizabeth Pilacik, CPA, PowerPoint
  • Fiduciary Duties Workshop, Laura Solomon, Esq

3:00 p.m. – 4:15 p.m.

1. How Winning is Done!

(This session does not qualify for CLE)

“The world ain’t all sunshine and rainbows. It’s a very mean and nasty place and I don’t care how tough you are it will beat you to your knees and keep you there permanently if you let it. . . . [Life is] about how hard you can get hit and keep moving forward. How much you can take and keep moving forward. That’s how winning is done!”

Materials and Resources

  • Getting Started: The Pennsylvania Bar Foundation Strategic Planning Task Force
  • Donor Stewardship Five Things to Keep Your Donors Happy and Raise More Money
  • PA Bar Foundation: Fundraising in Times of Crisis

2.Corona is not the only virus we need to prepare for. How to prepare yourself, your firm and your bar association for cyber threats and attacks

This session qualifies for 1 ethics CLE and for the USI/CNA insurance discount if applicable

“Our future success is directly proportional to our ability to understand, adopt and integrate new technology into our work.” Sukant Ratnakar

Materials and Resources


Additional Resources of Interest to County Bar Leaders

The Pennsylvania IOLTA Board is pleased to share with Pennsylvania’s legal community our 2020 Annual Report.

In support of our mission, we awarded grants totaling nearly $29 million to support the delivery of free civil legal aid to low-income Pennsylvanians. Never has there been a time in recent memory when the need for these services has been greater for low-income families, particularly in the areas of eviction and foreclosure defense and domestic violence prevention. We are proud to support the critical work of our grantees in every corner of the Commonwealth to meet this historic challenge.

Our 2020 Annual Report features client stories from three of our esteemed grantees, a heartfelt testimonial from a Philadelphia-based legal aid attorney about the importance of the Loan Repayment Assistance Program (LRAP), a Pottstown law firm that “Banks on Justice,” and a retired attorney from Allegheny County who is one of the first to elect Emeritus Status to provide pro bono service in retirement. We are extremely grateful for the voluntary financial support we receive from members of the private bar. The list of donors begins on page 26.

If you have any questions about the work of the Pennsylvania IOLTA Board, please do not hesitate to contact Stephanie Libhart, Executive Director, at [email protected] or 717-238-2001.