Materials, resources and faculty bios for each of the CLE sessions at CCBL 2025 are provided below.
Additional resources for county bar leaders are also included.
Please be sure to complete and submit an evaluation after the event. We value your feedback and are always looking to learn what was most valuable and helpful to you, get your thoughts on how we can improve CCBL, and listen to your ideas for relevant topics for future leadership sessions.
The Silver Tsunami: How the Rising Tide Will Impact Legal Services, Your Members and Your Community
1 Substantive CLE Credit
Thursday 3/6 - 2:30pm
- PowerPoint Slides – The Silver Tsunami: How the Rising Tide Will Impact Legal Services, Your Members and Your Community
- Changing Demographics – Ellen Freedman, PA Bar News, October 2024
- Elder Justice Innovation Grant Summary, February 2024
- Office of Elder Justice in the Courts Training and Resources
- Pennsylvania Law Firm Sizes by Age Group
- Pennsylvania Law Firm Sizes by County
- Average Age of Active Lawyers by Pa County 2024
- Percent of Active Lawyers 60 and Older by County 2024
- Aging Our Way, PA: A Plan for Lifelong Independence
- Aging Our Way, PA is a 10-year roadmap to meet the needs of the Commonwealth’s older adults and improve services for this rapidly growing population. The plan includes priorities, strategies, and tactics to promote health, well-being and quality of life for all Pennsylvanians as we age. It also prepares the Commonwealth for a larger, longer-living older adult population and is designed to respond to changing needs, shifting priorities and available resources.
Video – Information on the Advisory Council on Elder Justice in the Courts and the council members.
- Paul D. Edger, President, Cumberland County Bar Association
- Meredith C. Rapkin, Executive Director, Pennsylvania Legal Aid Network
- Anne N. John, Past President, Pennsylvania Bar Association and Fayette County Bar Association
- Moderator: David K. Trevaskis, Director of Pro Bono Services, Pennsylvania Bar Association
- CCBL Team Moderator: Mark A. Primrose, Past President, Monroe County Bar Association
YLD Business Meeting
1 Substantive CLE Credit
Thursday 3/6 – 3:45pm
County bar leaders, please take a moment to learn who the PBA YLD leaders are, especially those who are representing your county and zone. Consider ways your county bar young lawyers division can connect at the state level and help further engage young lawyer members in your county. More information on the YLD is available on the PBA website.
The Key to Your Well-being: Understanding the Multiple Layers of Physical, Social, and Emotional Energy Behaviors
1 Substantive CLE Credit
Friday 3/7 – 8:30am
- Douglas W. Leonard, Consultant, Executive Team Coach & Speaker
Preparing your Bar Association for the Silver Tsunami: What are the Roles and Opportunities for Bar Associations Related to Aging Members and an Aging
1 Substantive CLE Credit
Friday 3/7 – 9:45 am
- PowerPoint Slides – Pennsylvania’s Changing Demographics, Center for Rural Pennsylvania
- PowerPoint Slides – Emergency Succession Planning, Office of Disciplinary Counsel
- Application for Emeritus Status
- Office of Disciplinary Counsel v. Strasser (PA Supreme Court, 2024)
- Proposed Amendments to the Rules of Professional Conduct and Disciplinary Board
- Proposed Amendments to the Rules of Professional Conduct and Disciplinary Board Rules and Procedures Relating to Lawyer Succession Planning, 54 Pa. B. 1041, Saturday, March 2, 2024
- PBA Surrogacy Planning Toolkit
- Expect the Unexpected: Succession Planning for Lawyers, CNA Professional Counsel
- Pennsylvania Handbook for Conservators for Interests of Clients, PA Disciplinary Board
- Eligible Legal Aid Organization Form, PA Disciplinary Board
- Aging Our Way, PA: A Plan for Lifelong Independence
- Aging Our Way, PA is a 10-year roadmap to meet the needs of the Commonwealth’s older adults and improve services for this rapidly growing population. The plan includes priorities, strategies, and tactics to promote health, well-being and quality of life for all Pennsylvanians as we age. It also prepares the Commonwealth for a larger, longer-living older adult population and is designed to respond to changing needs, shifting priorities and available resources.
- Kyle C. Kopko, Ph.D.¸ Executive Director, Center for Rural Pennsylvania
- Thomas J. Farrell, Chief Disciplinary Counsel, PA Disciplinary Board
- Denise S. Vicario¸ Executive Director, Montgomery Bar Association
- CCBL Team Moderator: Jacqueline M. Reynolds, Past President, Montgomery Bar Association
Learn, Succeed, Thrive: What Can We Learn from Experienced Bar Presidents and Executives?
1 Substantive CLE Credit
Friday 3/7 – 9:45 am
- Stephanie A. Titzel, Director of Communications and External Relationships, Pennsylvania Bar Association
- Jonathan D. Koltash, Immediate Past President, Dauphin County Bar Association
- Gabriela Raful, Past President, Berks County Bar Association
- Todd Pappasergi, Immediate Past President, Washington County Bar Association
- CCBL Team Moderator: Joyce Novotny-Prettiman, Past President, Westmoreland County Bar Association
Four Essential Bar Operations That Help Build a Healthier and Stronger Association
1 Substantive CLE Credit
Friday 3/7 – 11:00 am
The newEnterprise Risk Management (ERM) Handbook for Association Board Members provides essential guidance for boards to oversee risk management effectively. This resource, inspired by a popular ASAE article, outlines best practices for implementing a proactive, organization-wide ERM approach that aligns with an association's strategic goals. Unlike traditional, reactive risk management, ERM integrates risk oversight across all functions, fostering a cohesive framework. The handbook covers key concepts, such as defining significant risks, establishing board committees for risk oversight, and using tools like dashboards for effective reporting. This resource was originally shared through the ABA Bar Leader Weekly newsletter, November 20, 2024.
- Morgen C. Cheshire, Founder and Managing Attorney, Cheshire Law Group
- Michael B. Jones, President of the PA Bar Foundation and CCBL Team
- Mark Lefever, CIC, USI Affinity, Vice President of Sales and Client Management
- Anne E. Zerbe, liast President, York County Bar Association
- CCBL Team Moderator: Victoria Connor, Executive Director, York County Bar Association and Immediate Past President, PA Association of Bar Executives (PABE)
Thriving Through Involvement: Bar Association Tools for Creating Competent Young Lawyers
1 Ethics CLE Credit
Friday 3/7 – 11:00 am
- Jennifer A. Galloway, President, York County Bar Association and Immediate Past Chair, PBA Young Lawyers Division
- Amelia Ambrose, Executive Director, Franklin County Bar Association
- Joyce Adelugba, Young Lawyers Chair, Philadelphia Bar Association
- CCBL Team Moderators: Jacqueline B. Martinez, Allegheny County and PBA Secretary, and Kathryn M. Dales, President, Adams County Bar Association
From the Battlefield to the Bar: Applying Lincoln’s Leadership to Today’s Challenges
1 Substantive CLE Credit
Friday 3/7 – 1:30pm
- PowerPoint Slides – From the Battlefield to the Bar: Applying Lincoln’s Leadership to Today’s Challenges
CCBL Team Moderators: Jessica A. Pritchard, Past President, Bucks County Bar Association and Bucks County Bar Foundation, and Greg Nardi, Executive Director, Chester County Bar Association and President, PA Association of Bar Executives (PABE)
Leading With the Hand You're Dealt: Leadership Lessons from Texas Hold'em Poker
1 Substantive CLE Credit
Friday 3/7 – 2:45pm
- PowerPoint Slides - Leading With the Hand You're Dealt: Leadership Lessons from Texas Hold'em Poker
- Video - Kobe Bryant, Failure Doesn't Exist
- Daniel C. McKenrick, CCBL Immediate Past President and Past President, Centre County Bar Association
Exploring What is Behind Your Leadership Style: Tools to Help You Succeed, Thrive and Reenergize
1.5 Ethics CLE Credits
Friday 3/7 – 2:45pm
- Douglas W. Leonard, Consultant, Executive Team Coach & Speaker
Statewide Leadership Perspective on Issues Facing the Legal Profession: Strategies to Ensure Access to Legal Services in Legal Deserts – A Situation That Impacts All Bar Leaders and the Future Well-being of the Profession
1.5 Substantive CLE Credits
Saturday 3/8 – 9am
- PowerPoint Slides – Pennsylvania’s Changing Demographics, Center for Rural Pennsylvania
- Jesse G. Hereda, Executive Director, Disciplinary Board of the Supreme Court of PA
- Andrea B. Touminen, Court Administrator, Administrative Office of Pennsylvania Courts (AOPC)
- Kyle C. Kopko, Ph.D., Executive Director, Center for Rural Pennsylvania
- Moderator: Matt Holliday, Executive Director, Pennsylvania Bar Association
Wellness Resources:
Somatic Healing Toolbox.pdf
Soul Aligned Self Care Podcast – Hosted by Tina Stinson
Permission to Pause: How Rest Fuels Productivity and Well-Being, Courtney Schulnick
Wellbeing Resource from the ABA Bar Leader Weekly Newsletter
How are attorneys feeling? It's complicated. According to a new report from Bloomberg Law, while attorneys recognize the importance of well-being principles for themselves and for the legal profession, integrating these principles into their daily lives is a different story. Last year, attorneys reported feeling burned out about half the time, and a significant number faced mental and physical health challenges related to stress. Many attorneys, however, are unable or unwilling to seek help due to a lack of time. One encouraging sign? The stigma surrounding seeking help has diminished, and younger attorneys are more open to getting assistance with their mental health. Read the full report: 2024 Attorney Well-Being Report: The Divide Between Health & the Legal Industry
Additional Resources:
PBA Membership Infographic – The PBA Your Way
PBA Sections and how they benefit your practice
PBA Committees and Sections your professional edge
Institute for Well-Being in Law
The Path to Lawyer Well-Being: Practical Recommendations for Positive Change - a 2017 report from the National Task Force on Lawyer Well-Being, conceptualized and initiated by the ABA Commission on Lawyer Assistance Programs (CoLAP), the National Organization of Bar Counsel (NOBC), and the Association of Professional Responsibility Lawyers (APRL).
IWIL Newsletter - Providing news, research, resources, and strategies on topics related to the gamut of well-being issues in the legal profession.
PBA YLD Summer Summit, July 30 - Aug 1 at Camelback
PBA Career Center
PBI ProPass, PBA Members Save $100
PBI - Who We Are and What We Do
PBA and USI Affinity proprietary, comprehensive Lawyers’ Professional Liability program
LawyerLine, a PBA member discount to help manage your law office
LawPay, a simple, secure solution to help you get paid
ABA Center for Bar Leadership, , Helping You Build an Exceptional Bar
Ways the Pennsylvania Bar Foundation Benefits and Elevates Local Bar Associations and their Members
PA Bar Foundation’s Birdsall Impact Grants
PA Bar Foundation’s Birdsall Impact Grants
Lycoming Law Association Video PA Bar Foundation 2023 Unit County Matching Grant Recipient
PA Bar Foundation Video Making a Difference by funding Bench Mark’s Life Skills Program in Lancaster Learn, Succeed, Thrive: What Can We Learn from Experienced Bar Presidents and Executives?