Leadership & Succession - Strategic Planning

R
RPPTL_pastchairs
Thu, Sep 28, 2023 2:49 PM

Good morning, Past Chairs:

I hope this email finds you all well.  The Section's next Strategic Planning session is coming up in February.  I have been asked to lead a working group on Leadership and Succession, a topic that many of you have thoughts on.  There are at least two issues that I see for consideration:

  1. Whether we should look at reducing the number of years it takes for someone to go from Executive Committee member to Chair.  Right now it is a range of 8-12 years, depending on the number of vacancies on the Executive Committee to be filled each year, which is in addition to 10+ years of active service as an EC member before being selected to the Executive Committee.

There are several issues to consider in whether to make a change.  One downside of a long run up is it limits the number of people willing to commit to serve that long.  One benefit is the knowledge gained by years of service to the Section across different areas, like CLE, Legislation, Treasurer, etc. and experience interacting with other Bar Sections and Bar leadership.

  1. Committee leadership succession.  Should the Section approach committee leadership succession differently?  Currently, eager beavers get appointed as Chairs or Vice-Chairs to multiple committees in order to raise the profile of their volunteerism.  Should we limit the number of committees that a member can serve on at the same time, require active participation by a member prior to being appointed as a Vice-Chair, make other changes or make no change at all?

You may see other issues in the ambit of Leadership and Succession, and we can discuss those as well.  If you would like to be engaged in the discussion on these issues, please for the love of mercy, DO NOT REPLY ALL, but do email me at: bob@heartlandlaw.commailto:bob@heartlandlaw.com.  Once we have the group identified, I will be back in touch to schedule a convenient meeting date and time.

Many thanks for your continued service to the Section.

Robert S. Swaine
Swaine, Harris & Wohl, P.A.
425 South Commerce Avenue
Sebring, FL 33870
(863) 385-1549 (o)
(863) 471-0008 (fax)
bob@heartlandlaw.commailto:bob@heartlandlaw.com
[cid:image001.jpg@01D9F1F6.59DE25C0]

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Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Good morning, Past Chairs: I hope this email finds you all well. The Section's next Strategic Planning session is coming up in February. I have been asked to lead a working group on Leadership and Succession, a topic that many of you have thoughts on. There are at least two issues that I see for consideration: 1. Whether we should look at reducing the number of years it takes for someone to go from Executive Committee member to Chair. Right now it is a range of 8-12 years, depending on the number of vacancies on the Executive Committee to be filled each year, which is in addition to 10+ years of active service as an EC member before being selected to the Executive Committee. There are several issues to consider in whether to make a change. One downside of a long run up is it limits the number of people willing to commit to serve that long. One benefit is the knowledge gained by years of service to the Section across different areas, like CLE, Legislation, Treasurer, etc. and experience interacting with other Bar Sections and Bar leadership. 1. Committee leadership succession. Should the Section approach committee leadership succession differently? Currently, eager beavers get appointed as Chairs or Vice-Chairs to multiple committees in order to raise the profile of their volunteerism. Should we limit the number of committees that a member can serve on at the same time, require active participation by a member prior to being appointed as a Vice-Chair, make other changes or make no change at all? You may see other issues in the ambit of Leadership and Succession, and we can discuss those as well. If you would like to be engaged in the discussion on these issues, please for the love of mercy, DO NOT REPLY ALL, but do email me at: bob@heartlandlaw.com<mailto:bob@heartlandlaw.com>. Once we have the group identified, I will be back in touch to schedule a convenient meeting date and time. Many thanks for your continued service to the Section. Robert S. Swaine Swaine, Harris & Wohl, P.A. 425 South Commerce Avenue Sebring, FL 33870 (863) 385-1549 (o) (863) 471-0008 (fax) bob@heartlandlaw.com<mailto:bob@heartlandlaw.com> [cid:image001.jpg@01D9F1F6.59DE25C0] Confidentiality Notice This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message. Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
R
RPPTL_pastchairs
Thu, Sep 28, 2023 3:24 PM

Hello Bob

This is a good matter to consider.

My response is simply from my personal experience.

  1. The time progression required to reach the section chair position is unnecessary long.  I suspect most of us who accept appointment to the executive committee do so with the idea in mind that we will eventually reach the chair's position.  I suspect many of those who are good and capable section members who would make a valuable contribution to the section through their executive committee service, would be intimidated by a 10 year progression.  In my opinion, 5 years is sufficient to orient a candidate to the section management function, especially for those who have spent years as a member of the EC.  I suspect we discourage candidates who would be a benefit to the section by the extended progression.

  2. I think multiple chairmanships or vice chairmanships should be discouraged if not prohibited.  A hard working committee chair or vice chair has plenty on his/her plate to be sure one committee performs its function.  This shouldn't prohibit a chair or vice chair from serving as a member of multiple committees in which he/she has an interest.  I think we overdo vice chair appointments.  That appointment should ordinarily be someone who is considered to advance to committee chair.  Some committees  have 4 to 6 vice chairs, many of whom do no committee work.  That should be discouraged.

We have discontinued masks required for appointments.  We have all been vaccinated multiple times.  If you would like us to wear a mask, please let us know prior to your appointment and we will accommodate you.

Rohan Kelley
The Kelley Law Firm, PL
3365 Galt Ocean Drive
Fort Lauderdale, Florida 33308

[cid:image002.jpg@01D9F1FC.77AC1840]

Florida Supreme Court Circuit Civil Certified Mediator
Trust and estate mediation
Trust and estate expert testimony

Telephone:
Direct: 954-563-1540
Office: 954-563-1400

Email rohan@estatelaw.commailto:rohan@estatelaw.com
Website: www.estatelaw.comhttp://www.estatelaw.com/

Go first class or your heirs will !

Also, see my web page, WWW.PhotographyByRohan.comhttp://www.photographybyrohan.com/

From: rpptl_pastchairs-bounces@lists.flabarrpptl.org rpptl_pastchairs-bounces@lists.flabarrpptl.org On Behalf Of RPPTL_pastchairs
Sent: Thursday, September 28, 2023 10:49 AM
To: RPPTL_pastchairs rpptl_pastchairs@lists.flabarrpptl.org
Subject: [RPPTL Past Chairs] Leadership & Succession - Strategic Planning

Good morning, Past Chairs:

I hope this email finds you all well.  The Section's next Strategic Planning session is coming up in February.  I have been asked to lead a working group on Leadership and Succession, a topic that many of you have thoughts on.  There are at least two issues that I see for consideration:

  1. Whether we should look at reducing the number of years it takes for someone to go from Executive Committee member to Chair.  Right now it is a range of 8-12 years, depending on the number of vacancies on the Executive Committee to be filled each year, which is in addition to 10+ years of active service as an EC member before being selected to the Executive Committee.

There are several issues to consider in whether to make a change.  One downside of a long run up is it limits the number of people willing to commit to serve that long.  One benefit is the knowledge gained by years of service to the Section across different areas, like CLE, Legislation, Treasurer, etc. and experience interacting with other Bar Sections and Bar leadership.

  1. Committee leadership succession.  Should the Section approach committee leadership succession differently?  Currently, eager beavers get appointed as Chairs or Vice-Chairs to multiple committees in order to raise the profile of their volunteerism.  Should we limit the number of committees that a member can serve on at the same time, require active participation by a member prior to being appointed as a Vice-Chair, make other changes or make no change at all?

You may see other issues in the ambit of Leadership and Succession, and we can discuss those as well.  If you would like to be engaged in the discussion on these issues, please for the love of mercy, DO NOT REPLY ALL, but do email me at: bob@heartlandlaw.commailto:bob@heartlandlaw.com.  Once we have the group identified, I will be back in touch to schedule a convenient meeting date and time.

Many thanks for your continued service to the Section.

Robert S. Swaine
Swaine, Harris & Wohl, P.A.
425 South Commerce Avenue
Sebring, FL 33870
(863) 385-1549 (o)
(863) 471-0008 (fax)
bob@heartlandlaw.commailto:bob@heartlandlaw.com
[cid:image003.jpg@01D9F1FC.77AC1840]

Confidentiality Notice

This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message.

Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.

Hello Bob This is a good matter to consider. My response is simply from my personal experience. 1. The time progression required to reach the section chair position is unnecessary long. I suspect most of us who accept appointment to the executive committee do so with the idea in mind that we will eventually reach the chair's position. I suspect many of those who are good and capable section members who would make a valuable contribution to the section through their executive committee service, would be intimidated by a 10 year progression. In my opinion, 5 years is sufficient to orient a candidate to the section management function, especially for those who have spent years as a member of the EC. I suspect we discourage candidates who would be a benefit to the section by the extended progression. 1. I think multiple chairmanships or vice chairmanships should be discouraged if not prohibited. A hard working committee chair or vice chair has plenty on his/her plate to be sure one committee performs its function. This shouldn't prohibit a chair or vice chair from serving as a member of multiple committees in which he/she has an interest. I think we overdo vice chair appointments. That appointment should ordinarily be someone who is considered to advance to committee chair. Some committees have 4 to 6 vice chairs, many of whom do no committee work. That should be discouraged. We have discontinued masks required for appointments. We have all been vaccinated multiple times. If you would like us to wear a mask, please let us know prior to your appointment and we will accommodate you. Rohan Kelley The Kelley Law Firm, PL 3365 Galt Ocean Drive Fort Lauderdale, Florida 33308 [cid:image002.jpg@01D9F1FC.77AC1840] Florida Supreme Court Circuit Civil Certified Mediator Trust and estate mediation Trust and estate expert testimony Telephone: Direct: 954-563-1540 Office: 954-563-1400 Email rohan@estatelaw.com<mailto:rohan@estatelaw.com> Website: www.estatelaw.com<http://www.estatelaw.com/> Go first class or your heirs will ! Also, see my web page, WWW.PhotographyByRohan.com<http://www.photographybyrohan.com/> From: rpptl_pastchairs-bounces@lists.flabarrpptl.org <rpptl_pastchairs-bounces@lists.flabarrpptl.org> On Behalf Of RPPTL_pastchairs Sent: Thursday, September 28, 2023 10:49 AM To: RPPTL_pastchairs <rpptl_pastchairs@lists.flabarrpptl.org> Subject: [RPPTL Past Chairs] Leadership & Succession - Strategic Planning Good morning, Past Chairs: I hope this email finds you all well. The Section's next Strategic Planning session is coming up in February. I have been asked to lead a working group on Leadership and Succession, a topic that many of you have thoughts on. There are at least two issues that I see for consideration: 1. Whether we should look at reducing the number of years it takes for someone to go from Executive Committee member to Chair. Right now it is a range of 8-12 years, depending on the number of vacancies on the Executive Committee to be filled each year, which is in addition to 10+ years of active service as an EC member before being selected to the Executive Committee. There are several issues to consider in whether to make a change. One downside of a long run up is it limits the number of people willing to commit to serve that long. One benefit is the knowledge gained by years of service to the Section across different areas, like CLE, Legislation, Treasurer, etc. and experience interacting with other Bar Sections and Bar leadership. 1. Committee leadership succession. Should the Section approach committee leadership succession differently? Currently, eager beavers get appointed as Chairs or Vice-Chairs to multiple committees in order to raise the profile of their volunteerism. Should we limit the number of committees that a member can serve on at the same time, require active participation by a member prior to being appointed as a Vice-Chair, make other changes or make no change at all? You may see other issues in the ambit of Leadership and Succession, and we can discuss those as well. If you would like to be engaged in the discussion on these issues, please for the love of mercy, DO NOT REPLY ALL, but do email me at: bob@heartlandlaw.com<mailto:bob@heartlandlaw.com>. Once we have the group identified, I will be back in touch to schedule a convenient meeting date and time. Many thanks for your continued service to the Section. Robert S. Swaine Swaine, Harris & Wohl, P.A. 425 South Commerce Avenue Sebring, FL 33870 (863) 385-1549 (o) (863) 471-0008 (fax) bob@heartlandlaw.com<mailto:bob@heartlandlaw.com> [cid:image003.jpg@01D9F1FC.77AC1840] Confidentiality Notice This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message. Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
R
RPPTL_pastchairs
Sat, Oct 7, 2023 1:14 PM

Bob

I am happy to participate.

Sent from my iPhone

On Sep 28, 2023, at 10:50 AM, RPPTL_pastchairs rpptl_pastchairs@lists.flabarrpptl.org wrote:


Good morning, Past Chairs:

I hope this email finds you all well.  The Section’s next Strategic Planning session is coming up in February.  I have been asked to lead a working group on Leadership and Succession, a topic that many of you have thoughts on.  There are at least two issues that I see for consideration:

  1. Whether we should look at reducing the number of years it takes for someone to go from Executive Committee member to Chair.  Right now it is a range of 8-12 years, depending on the number of vacancies on the Executive Committee to be filled each year, which is in addition to 10+ years of active service as an EC member before being selected to the Executive Committee.

There are several issues to consider in whether to make a change.  One downside of a long run up is it limits the number of people willing to commit to serve that long.  One benefit is the knowledge gained by years of service to the Section across different areas, like CLE, Legislation, Treasurer, etc. and experience interacting with other Bar Sections and Bar leadership.

  1. Committee leadership succession.  Should the Section approach committee leadership succession differently?  Currently, eager beavers get appointed as Chairs or Vice-Chairs to multiple committees in order to raise the profile of their volunteerism.  Should we limit the number of committees that a member can serve on at the same time, require active participation by a member prior to being appointed as a Vice-Chair, make other changes or make no change at all?

You may see other issues in the ambit of Leadership and Succession, and we can discuss those as well.  If you would like to be engaged in the discussion on these issues, please for the love of mercy, DO NOT REPLY ALL, but do email me at: bob@heartlandlaw.commailto:bob@heartlandlaw.com.  Once we have the group identified, I will be back in touch to schedule a convenient meeting date and time.

Many thanks for your continued service to the Section.

Robert S. Swaine
Swaine, Harris & Wohl, P.A.
425 South Commerce Avenue
Sebring, FL 33870
(863) 385-1549 (o)
(863) 471-0008 (fax)
bob@heartlandlaw.commailto:bob@heartlandlaw.com
<image001.jpg>

Confidentiality Notice

This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message.

Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.


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Bob I am happy to participate. Sent from my iPhone On Sep 28, 2023, at 10:50 AM, RPPTL_pastchairs <rpptl_pastchairs@lists.flabarrpptl.org> wrote:  Good morning, Past Chairs: I hope this email finds you all well. The Section’s next Strategic Planning session is coming up in February. I have been asked to lead a working group on Leadership and Succession, a topic that many of you have thoughts on. There are at least two issues that I see for consideration: 1. Whether we should look at reducing the number of years it takes for someone to go from Executive Committee member to Chair. Right now it is a range of 8-12 years, depending on the number of vacancies on the Executive Committee to be filled each year, which is in addition to 10+ years of active service as an EC member before being selected to the Executive Committee. There are several issues to consider in whether to make a change. One downside of a long run up is it limits the number of people willing to commit to serve that long. One benefit is the knowledge gained by years of service to the Section across different areas, like CLE, Legislation, Treasurer, etc. and experience interacting with other Bar Sections and Bar leadership. 1. Committee leadership succession. Should the Section approach committee leadership succession differently? Currently, eager beavers get appointed as Chairs or Vice-Chairs to multiple committees in order to raise the profile of their volunteerism. Should we limit the number of committees that a member can serve on at the same time, require active participation by a member prior to being appointed as a Vice-Chair, make other changes or make no change at all? You may see other issues in the ambit of Leadership and Succession, and we can discuss those as well. If you would like to be engaged in the discussion on these issues, please for the love of mercy, DO NOT REPLY ALL, but do email me at: bob@heartlandlaw.com<mailto:bob@heartlandlaw.com>. Once we have the group identified, I will be back in touch to schedule a convenient meeting date and time. Many thanks for your continued service to the Section. Robert S. Swaine Swaine, Harris & Wohl, P.A. 425 South Commerce Avenue Sebring, FL 33870 (863) 385-1549 (o) (863) 471-0008 (fax) bob@heartlandlaw.com<mailto:bob@heartlandlaw.com> <image001.jpg> Confidentiality Notice This message is being sent by or on behalf of a lawyer. It is intended exclusively for the individual or entity to which it is addressed. If you are not the named addressee, you are not authorized to read, print, retain, copy or disseminate this message or any part of it. If you have received this message in error, please notify the sender immediately by e-mail and delete all copies of the message. Pursuant to federal regulations imposed on practitioners who render tax advice ("Circular 230"), we are required to advise you that any tax advice contained herein is not intended or written to be used for the purpose of avoiding tax penalties that may be imposed by the Internal Revenue Service. If this advice is or is intended to be used or referred to in promoting, marketing or recommending a partnership or other entity, investment plan or arrangement, the regulations under Circular 230 require that we advise you as follows: (1) this writing is not intended or written to be used, and it cannot be used, for the purpose of avoiding tax penalties that may be imposed on a taxpayer; (2) the advice was written to support the promotion or marketing of the transaction(s) or matter(s) addressed by the written advice; and (3) the taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor. _______________________________________________ RPPTL_PastChairs mailing list RPPTL_PastChairs@lists.flabarrpptl.org https://protect-us.mimecast.com/s/qDPFC73zNksQ6lP2S8Wbsu?domain=trumpet.fsr.net