In Episode 2 of our thought leadership podcast series, the Deep Think, ALPS COO and long-time attorney well-being advocate Chris Newbold sits down with ALPS Director of Strategic Partnerships Rio Lane to discuss the surprising and heartening results of our solo well-being survey and trends report. — Rio Laine:  Hey, everyone. I'm Rio Laine with ALPS Insurance, and welcome to the ALPS In Brief Podcast. Today, we'll be talking to ALPS COO Chris Newbold about wellness and ALPS's new Solo Attorney Wellness Trends Report. Hi, Chris. Thanks for joining me today.  Chris Newbold:  Hey, thanks, Rio. Thanks for having me.  Rio Laine:  Yeah. Absolutely. So I would like to start with maybe giving you a chance to introduce yourself to our audience, a little bit about who you are and what you do at ALPS.  Chris Newbold:  Yeah. I'm Chris Newbold. I'm the chief operating officer of ALPS, and one of my great passions, I think, in terms of giving back to the profession has been thinking about the notion of attorney wellness. And not just attorney wellness, but well-being in law more broadly, and that's given me the opportunity to really think about how the legal profession is structured, what people are looking for, where they may perhaps were missing the mark, and then thinking about the systemic reasons why.  I think a lot of lawyers today are struggling in terms of their selection of a profession in which they're not necessarily finding the professional satisfaction that they may have sought when they went into law school.  Rio Laine:  Yeah. Absolutely. And, I mean, I think, as we all know, the concept of wellness and taking care of yourself as a lawyer is relatively new. Up until recently, there was a lot of stigma around that. So it's excellent that we actually get a chance to talk about that and are starting to see good work and traction as far as that's concerned.  Chris Newbold:  Yeah. And the movement, the attorney well-being movement is almost about 10 years old now in terms of a groundbreaking report coming out that stimulated a lot of thought in legal circles around where is this profession, where does it need to go, and then thinking strategically about that.  And again, I've been really fortunate to be at the epicenter of a lot of those conversations in terms of convening groups, convening stakeholders, thinking about research and other things that we can do to kind of document where is the profession and where does it need to go so that we're attracting more people into the profession and not seeing more people exit the profession.  Rio Laine:  Mm-hmm. Yeah. Absolutely. And so, speaking of groundbreaking reports, we're going to be talking about ALPS's Solo Attorney Wellness Trends Report, which you have really spearheaded an effort in gathering important data and information about wellness as it relates to solo attorneys. So before we dive into that, I'd like to kind of explore your history in the wellness space. And now, you've been a proponent for well-being in law, and you've done a lot of work with the Institute for Well-Being in Law for some time now. So tell me how you got here and why this is something that really resonates with you.  Chris Newbold:  Yeah. Thinking back on my experiences, one of the things that we were really looking to do is to understand... I went to a small law school with 75 students, and everybody was very excited, I think, about going to law school. Yet, now that I'm out of law school for more than 20 years, the number of folks who have actually reflected and said, "I really am proud of my decision, and I've really enjoyed practicing law," a lot lower than I think that you would obviously think. And so, I think there was an expectations gap between what people thought versus the reality.  And I think one of the things that... Again, I started to lean in on the subject, wrote part of the section for the groundbreaking report, spent three years as the co-chair of the National Task Force on

 ALPS CEO David Bell discusses navigating the 2020 pandemic, embracing change, fostering a resilient company culture, and exciting future initiatives in an insightful conversation with Rio Laine. This is the first in our new quarterly thought leadership series, ALPS In Brief: The Deep Think.   — Transcript:  Rio Laine:  Hello and welcome. I'm Rio Laine, the Bar Partnership Strategist at ALPS Insurance. And today I have a chance to sit down with our CEO and fearless leader, David Bell, and we'll be talking about what's happening at ALPS, how the last year has gone, our vision moving forward, and also talk about how far we've come since the 2020 pandemic. Hello, David. Welcome.  David Bell:  Thank you, Rio, for having me on.  Rio Laine:  Yeah, thanks for joining me. It's always a pleasure to get a chance to sit down and talk with you.  David Bell:  For me too. I look forward to the conversation.  Rio Laine:  100%. Fabulous. So do you want to take a minute, David, to just tell the audience a bit about yourself, how you came to be at ALPS, a little bit about your background.  David Bell:  Sure. Well, I've been in the insurance industry my entire career since college. I joined Chubb Insurance and was with Chubb for a number of years. And then in the wake of 9/11, Chubb AIG and Goldman Sachs Capital Partners formed a joint venture, and I went with Chubb's Capital to help start at an organization called Allied World, AWAC. And so over the course of a decade living in Bermuda, we built that business up, ultimately took it public.  And then skipping a few chapters of this book, ultimately, my wife and I decided to come back to Montana where we first met three decades ago, where she is originally from and where we both went to college. And coming back to Montana, I had the opportunity to take the helm at ALPS. And it has been a true blessing for a dozen years to work alongside the men and women at ALPS and doing what we're going to talk about today.  Rio Laine:  Yeah, absolutely. Absolutely. And so you've been at the helm of ALPS for about 12 years now. And during that time it seems that you've steered the company through a lot of really exciting changes and transitions and also perhaps some uncertainty, probably most notably like the 2020 pandemic. I think we can all agree that was a very interesting time all around.  So I'd like to start with talking about the years since the pandemic and the last time we sat down with you, which was in 2020. Now, obviously ALPS is still here and thriving, but I'm curious to know what is something that you feel that you could point to that was the most important factor in helping us navigate that time and also what was something that helped our insureds navigate that time as well?  David Bell:  The pandemic time?  Rio Laine:  Yes.  David Bell:  Certainly just solidarity. I think as a country we came together, as a world, in a lot of cases, we came together. And at ALPS, that was particularly true. To be fair, ALPS has employees in a dozen states, but the nucleus of the organization is in the home office in Missoula, Montana. And Montana did not have a number of the challenges that the larger cities had, particularly with population density.  When you have a global pandemic and airborne transmittable viruses, not having the same type of population density did help us. But everybody at ALPS really rose to the occasion. Our technology was ready to allow people to be working remotely. We were also able to bring people back into the office much, much earlier than I think larger cities were able to do.  But most importantly, I think people rose to the occasion. They understood that they had the need to balance the challenges and the opportunities that they had confronted at home, and then also the responsibilities that we continued to have at the office. And I was so proud of everybody. It was week by week.  We were intensely communicative, always together, always talking about what our objectiv

In this mini episode of ALPS In Brief, our Bar & Affinity Partner Strategist Rio Peterson sits down with Angela Armstrong, Executive Director at the Maine State Bar to discuss the importance of bar partnerships, how they create value for members, and the pivotal role bars play in the legal community. — Transcript:  Rio Lane:  Hello everybody. Welcome to this installment, a mini- installment, of the ALPS in Brief Podcast. I am your host, Rio Lane, and I am here today with Angela Armstrong, who is the Executive Director of the Maine State Bar. Hello.  Angela Armstrong:  Hello. Good afternoon.  Rio Lane:  Thank you for joining us.  Angela Armstrong:  Thank you.  Rio Lane:  I'm very happy we got this chance so we're going to sit down and chat and, yeah, I'm excited to learn more about the bar and the impact that partnerships have had on it. Why don't we start with you telling us a little bit about yourself, so what's your background, how did you end up at the bar?  Angela Armstrong:  So I am originally from Maine. I did all my schooling there, and then I went to college in New York, at the United States Military Academy, which then after that I owed five years in the Army. That's the minimum, that's what you owe for going there. And I did that but then near the end I had my first child and my husband was also military and we wanted someone around, that we weren't both getting deployed. So I got out of the military and I got to stay home with my daughter for a year and a half, but then I decided that I needed to go back to work.  Rio Lane:  Oh, weird, awesome.  Angela Armstrong:  Yeah, that's a familiar story. So I got a job at the University of North Carolina at Pembroke, in the chancellor's office, and I was his special assistant, which I could like it to being like kind of his chief of staff. I did that for about four years, and then my husband got out of the military and we moved back to Maine. He's not from Maine but we moved back to Maine to raise our girls. As I was looking for a job, there was an opening at the Maine State Bar Association for the Deputy Executive Director, and the reason I had heard about that was because my dad was an attorney in Maine and he heard about it in the Bar Journal. And so, I wrote to the executive director and said I'd really like to interview for this job. And shortly thereafter, I got the job as deputy. That was back in 2004, so I'm about to celebrate my 20th year this October with the Bar Association. I became the executive director in July, just celebrated my 11-year anniversary in July of 2013, I became the executive director.  Rio Lane:  Oh, awesome, congratulations.  Angela Armstrong:  Yeah, thanks.  Rio Lane:  So you're not a lawyer.  Angela Armstrong:  I am not a lawyer.  Rio Lane:  No, I love it. I love that when I meet executive directors who aren't lawyers by trade, I feel it brings a really unique perspective to the Bar Association. It's really interesting.  Angela Armstrong:  There's a lot of talk about whether you should be or shouldn't be. I think a lot of times you'll find with bar associations that are mandatory, a lot of them tend to be attorneys because of the types of things that happen in a mandatory bar. The Maine State Bar Association is a voluntary bar association, and so you're really running a business. You don't need a law degree to do that and, in fact, sometimes lawyers, they're great lawyers but they're not necessarily great business people. I have my Master's in business administration so it worked out. And I happened to do some reception work at my dad's law firm when I was in high school. I'm sure that helped me.  Rio Lane:  I bet it did. Yeah, that's awesome. Oh, yeah, interesting. Yeah, that is interesting and that's a really good point, it is like running a business, it is a business, yeah, especially for a voluntary bar.  Angela Armstrong:  Correct.  Rio Lane:  Yeah. So in addition to being voluntary, can you tell us a little bit more about

In this mini episode of ALPS In Brief, our Bar & Affinity Partner Strategist Rio Peterson sits down with Mary Jane Pickens, Executive Director at the West Virginia State Bar to discuss the importance of bar partnerships, how they create value for members, and the pivotal role bars play in the legal community. — Transcript:  Rio Lane:  All right. Hello everybody. We are back for another mini-installment of the ALPS in Brief podcast. I am your host, Rio Lane, and I am talking today with Mary Jane Pickens, who's the executive director of the West Virginia Bar. Hi.  Mary Jane Pickens:  Hey, how are you?  Rio Lane:  I'm good. How are you doing?  Mary Jane Pickens:  Wonderful. Very, very happy to be back in Montana. It's a beautiful, beautiful place.  Rio Lane:  Wonderful. Yes. Thank you for joining us. I'm happy you're here too. I love Missoula. It's such a lovely city.  Mary Jane Pickens:  It is. It's fun. We went out and just took a quick walk this morning, and it's a wonderful little place. Lots of good stuff here.  Rio Lane:  It is. It absolutely is. Yeah. So tell me a little bit about yourself, Mary Jane. What's your background, and how did you come to the Bar Association?  Mary Jane Pickens:  Well, I've done a lot of different things. When I first became an executive director, I went to one of the ABA annual meetings, and they had us a boot camp for brand new executive directors, and you had to pick out a song. It was an icebreaker thing, and they would play your song and you were supposed to jump up and say, "That's my song." And my song was Long and Winding Road by the Beatles.  Rio Lane:  Oh, nice.  Mary Jane Pickens:  Because I felt like I had had a rather long and winding road to get to the bar. I graduated from law school. I went to Ohio Northern University, so I did not go to law school in West Virginia. Came back to West Virginia because it's my home, and went into private practice in a small firm, kind of a little boutiquey... We mostly did bankruptcy work. And did that for about 15 years and decided I needed a change and had an opportunity to go to the Insurance Commissioner's office in the state of West Virginia. And shortly thereafter, became general counsel for the West Virginia Insurance Commissioner. And I was there for about 11 or 12 years. And then I went to a large firm, did mostly government relations and lobbying mostly around the insurance industry.  Rio Lane:  Yeah.  Mary Jane Pickens:  Did that for about three years. And then because I love public service, it's where my heart is, I had a chance to go back to the state and be the executive director of the West Virginia Board of Risk and Insurance Management, which provides all of the property and liability insurance for the state of West Virginia, and also simultaneously be the Deputy Cabinet Secretary for the Department of Administration, which provides all the back office-y stuff and services for the rest of government.  Rio Lane:  Oh, wow.  Mary Jane Pickens:  And I was able to be acting cabinet secretary during 2016 during Governor Earl Ray Tomblin's last year, and then had a chance to go to the state bar, and that's where I am now. So it's kind of a long and winding road.  Rio Lane:  Yeah, yeah. That's really interesting. And you've been at the bar for two years?  Mary Jane Pickens:  Yes. I hit my two-year official mark on July 1.  Rio Lane:  Oh, congratulations. Congratulations.  Mary Jane Pickens:  Thank you.  Rio Lane:  Yeah. How are you liking it? Do you find it's a lot different than what you were doing before?  Mary Jane Pickens:  It is a lot different. It's still considered a state agency, but it's in the judicial branch. I've always been in the executive branch, so there's a lot of differences there. But it still is that public service feeling like you have constituents, you have customers, and you're there to help folks. And so that's what I love about it.  Rio Lane:  Yeah, that's fantastic. How do you find working with a bo

In this mini episode of ALPS In Brief, our Bar & Affinity Partner Strategist Rio Peterson sits down with Bob Paolini, Executive Director at the Vermont Bar Association to discuss the importance of bar partnerships, how they create value for members, and the pivotal role bars play in the legal community. — Transcript: Rio Laine:  All right. Hello, everybody. This is Rio Laine here, coming to you from ALPS for this installment of kind of a mini In Brief episode that we are doing. And so I am here today with Bob Paolini from the Vermont Bar Association. Hello, Bob. Thanks for joining us.  Bob Paolini:  Good morning, Rio. Thanks for having me.  Rio Laine:  Yeah, it's great to have you here. So you are the executive director of the Vermont Bar Association?  Bob Paolini:  I am,  Rio Laine:  Yeah. Want to tell me a little bit about your background and how you ended up at the bar?  Bob Paolini:  Sure. Well, I'm a lawyer. I practiced in Vermont. I was admitted to the bar in 1973.  Rio Laine:  Wow. Yeah.  Bob Paolini:  I became executive director of the bar in February of 1996.  Rio Laine:  Wow. Yeah.  Bob Paolini:  So I've been in practice for 22 years. During that time, I served in the Vermont House of Representatives for a couple of terms, and then left that position, just went back to practice. And then I saw that this position of ED of the Vermont Bar opened up, and one of the pieces of the qualifications that they were looking for was policymaking work, and I really enjoyed the legislative process when I was a member of the House. It's a part-time legislature. It's really hard to integrate that service with the practice of law at the same time. So I ended up not running for reelection after a couple of terms.  When this position opened up and there was the opportunity to go back into the legislature representing the profession, I applied and I was hired, and I served in that job for 20 years. I left in the spring ... I think it was June of 2016. My successor, who I think you know, Teri Corsones, became executive director. At the beginning she didn't have any legislative experience and I worked part-time with the bar, doing some of that work during our session and helping her get acclimated to that kind of work. And then I stopped doing that.  And then six years later, she left to become Vermont State Court Administrator, so I was asked to come back on an interim basis two years ago this month actually. And after about five months in that position, the board asked me to stay on, which I was happy to do. So, 20 years, six years away, now two years back. That's how I got here.  Rio Laine:  Yeah. Well, that's fantastic. So 22 years kind of in total. Yeah. You obviously really enjoy the bar and working with the bar. What's something that you really like about your work and the Bar Association in general?  Bob Paolini:  We are a small bar, as you know. Maybe we have about 2,300 members of our association. Even though I've had a six-year break, I still know most of those people. Sure, there are a lot of new young lawyers, a lot of lawyers who have moved into Vermont that I don't know, but it's a small group. It's a close-knit group. The staff of six people, half of whom I've hired, half I did not hire, are great. I love working with them. And I really like our board of managers, who really has the welfare of our members at heart. They're really looking to help members improve their practices, improve their lives, and it's just great to work for them and try to represent them.  One of the questions that I was asked in my first interview going back to 1996 was, "Taking this administrative job is going to be so different than practicing law. How do you feel about that?" And I said, "It's not all that different. I mean, yeah, I've got clients now, but now I will have just one client, and that's our profession." And that's worked out for me, and I think for them too.  Rio Laine:  Yeah, that's a really interesting way to think

In this episode of ALPS In Brief, our Risk Manager Mark Bassingthwaighte sits down with University of Montana Professor Jeff Brandt to talk about synthesizers, AI, and his class on the history of rock and roll. — Transcript:  Mark Bassingthwaighte:  Hello, I'm Mark Bassingthwaighte, the Risk Manager here at ALPS, and welcome to ALPS In Brief, the podcast that comes to you from the historic Florence building in beautiful Downtown Missoula, Montana. As many of you know, I have been in Florida now for a number of years, but I'm back at the home office here, and we have a special event every two years where we bring in a lot of our bar associates from various bar associations around the country. Then we have some special speakers that come in and talk about all kinds of things.  I have just finished attending a presentation given by Jeff Brandt, who is a professor here at the university and does a course on the history of music. I got to say, in all honesty, folks, I wish you could all have been here. This was one of the most fun, creative presentations I've seen in a long, long time. Jeff, it's a pleasure to have you here. Before we get started, can I ask you to take just a little bit of time and tell us about who you are?  Jeff Brandt:  Okay, so I was born in Sitka, Alaska, which is a tiny, well, it's a big island actually, but a tiny town on a big island in Southeast Alaska. Average rainfall there is about 96 inches per year, so it's a Pacific Coast rainforest.  Mark Bassingthwaighte:  Right.  Jeff Brandt:  I went to college in Tacoma, Washington at Pacific Lutheran University. Taught private percussion lessons after that for about 20 years. Somewhere in the middle or somewhere in there, I got my graduate teaching degree. Then we ended up in Missoula, Montana as a result. Then by happenstance, the History of Rock & Roll as a course fell into my lap.  Mark Bassingthwaighte:  That was an established course before you got here?  Jeff Brandt:  It was.  Mark Bassingthwaighte:  Okay.  Jeff Brandt:  Yeah. There were a lot of people that have taught it prior to me, but when I was given the opportunity to run with it, it was one of the first online courses developed at the University of Montana, and that's really when I dug in because I knew that teaching it in an online setting, I was going to have to be more aware of the points I was trying to get across and how they were delivered. I dug deeper and deeper into the historical aspect of the course, and then I just started creating these different slide programs. Now I'm on my third set of slides and I think it's my final because they're so good now I don't want to mess with them, but that's my brief history.  Mark Bassingthwaighte:  I didn't realize this is online. Could anybody get online and just take this course?  Jeff Brandt:  Anybody can take it online. I'll give my spiel about online education, to be honest here, is I think online education is good if you have time to do it. I think in-person education, generally speaking, is better.  Mark Bassingthwaighte:  I would agree with you.  Jeff Brandt:  There are so many different resources now for people to learn. Just with YouTube alone, you can go down an endless pit of stuff on one member of one obscure band, it seems.  Mark Bassingthwaighte:  Yeah.  Jeff Brandt:  Yeah. Mine is one of the many resources out there.  Mark Bassingthwaighte:  You're welcome to share. Folks, I'm telling you, if you have any interest at all in the history of rock and roll and want to have some awesome fun, this is a course I would encourage you to take and see. I didn't realize. How might folks find this?  Jeff Brandt:  Well, you go to the University of Montana. I believe you have to register as a student.  Mark Bassingthwaighte:  Okay.  Jeff Brandt:  You think that I would know all the hoops you have you have to jump through.  Mark Bassingthwaighte:  No, that's fine.  Jeff Brandt:  You have to jump through several hoops and then you can t

In this episode of ALPS In Brief, our Risk Manager Mark Bassingthwaighte sits down with Attorney Ann Moderie to talk about a suicide that should have never happened. — Mark Bassingthwaighte:  Hello, I'm Mark Bassingthwaighte. Welcome to ALPS in Brief, the podcast that comes to you from the Historic Florence Building in beautiful downtown Missoula, Montana. And it's a smoky day out there today, but it's good to be back in the office in terms of the home office for a little while.  And I have a guest that is... I'm very excited to share... have her share her story with you, but it's just you want to talk about a compelling, just difficult, I don't even know how to say it. I mean, I'm still swallowing what I've just heard in terms of a detailed presentation on what she's doing. So my guest is Ann Moderie... Modera.   Ann Moderie:  Moderie.  Mark Bassingthwaighte:  Moderie. I'm so sorry, Ann.   Ann Moderie:  It's okay.  Mark Bassingthwaighte:  Bassingthwaighte gets mixed up. Yes. So, but Ann, can you... before we jump into your story, can you just share a little bit about yourself and what you do?   Ann Moderie:  Sure. And thank you for having me, Mark. I am a Montana attorney. I have been practicing for about 25 years. I have practiced out of Polson, Montana, which is on Flathead Lake for that entire time.  I practiced with my father for 14 years, and when he became district court judge, I went out on my own, and I've been out on my own since that time. I have handled primarily civil cases, mostly litigation, over the years. I recently have inherited a lawyer's practice who passed away who did a lot of estate planning and probate.  Mark Bassingthwaighte:  Wow. Okay.   Ann Moderie:  So I'm transitioning a little bit in the last couple of years, not as much litigation, but always on the plaintiff's side. I have tried to dedicate myself to helping victims, whether it's an unfortunate accident or intentional conduct, but I think there's a real need for attorneys that are willing to get in the fight.  Mark Bassingthwaighte:  Yes. And you have fought an incredible battle. I just finished hearing a presentation that Ann gave that really focused on a first case.   Ann Moderie:  Yeah.  Mark Bassingthwaighte:  And it's not your first, or is this your...   Ann Moderie:  Oh gosh, no.  Mark Bassingthwaighte:  Yeah.   Ann Moderie:  I've been practicing since 1999.  Mark Bassingthwaighte:  Right.   Ann Moderie:  And this case came into our firm in 2005.  Mark Bassingthwaighte:  But it's the first case of an interesting story. So, Ann, I just invite you, have at it, share what happened and what this is all about.   Ann Moderie:  Well, and I will tell the story, but I think it's important to point out that I was one attorney in a team that tackled-  Mark Bassingthwaighte:  Yes.   Ann Moderie:  ... this issue and these type of cases. So I don't mean to stand out as anyone that handled them by myself. But how I first became introduced to the troubled teen industry, and these are specialty boarding schools for, quote, troubled teens, and sometimes they're called tough love schools. They're a type of school that has its own behavior modification model that is kind of almost like a military-type setting. It's very rigid, very strict. And I didn't even know these schools existed.  Mark Bassingthwaighte:  I didn't either until today.   Ann Moderie:  Yeah.  Mark Bassingthwaighte:  I mean, this is...   Ann Moderie:  It's under the radar.  Mark Bassingthwaighte:  Yeah.   Ann Moderie:  But back in 2005, a case came into our office related to the suicide of a 16-year-old girl at one of these specialty boarding schools. And the school was located in Thompson Falls, Montana, which is in Sanders County, which is a nearby county.  Mark Bassingthwaighte:  Yes.   Ann Moderie:  These... I had no idea this was in our backyard. But the school was a boarding school, mostly for out-of-state students. They are placed there because they are struggling at home

In this episode of ALPS In Brief, our Risk Manager Mark Bassingthwaighte sits down with Troy De Baca, the man behind The Silk Screen Machine, Inc. to talk about life, risk taking, and an ice cream dream.   Hello. I'm Mark Bassingthwaighte, the risk manager here at ALPS. And welcome to ALPS in Brief, the podcast that comes to you from the Historic Florence Building in beautiful downtown Missoula Montana. I'm here on a business trip at the mothership, the home office here, and we've had some interesting speakers the past couple of days. And the one that I have enjoyed the most, and have been it's just got all kinds of things gone in my head here, just a lot of things to chew on in terms of life insights is a presentation given by Troy De Baca. And I just want to sit down, and we're just going to chat a little bit. For those of you that have listened somewhat rightly, or more rightly on all that I've done with podcasts, I've done several on listening to your life. I am going to add this discussion to this series, if you will, because man, oh man, is there a lot here. So Troy, welcome. It's a pleasure.  Troy De Baca:  Mark, great to meet you. Thanks for having me.  Mark Bassingthwaighte:  You're most welcome. And before we jump into just having a chat, can you tell our audience a little bit about who you are, and what you are in life I guess?  Troy De Baca:  Sure. Sure. So out of the many titles that you can be given, I've magically found myself in this role of entrepreneur, and I know that's a very big buzzword right now, but yeah. I basically am an American entrepreneur, who creates very outside of the box thinking in terms in the world of advertising, and marketing, and promotional items. And what my job is for the most part is when people ask me, "What do you do for a living," I say, "I'm a professional solutionist," because that encapsulates everything that I do. My job is to find solutions primarily for Fortune 500 companies to go out, and do experiential marketing, which is basically finding a company's demographic, or target demographic audience, and then providing them with an experience that they then hold onto, and they have a positive moment with, that they'll hopefully buy the brand, or support the brand.  Mark Bassingthwaighte:  I love that. I love that, professional solutionist, and boy, trust me, folks, when he talks about what he's done here, it's just like, good for you. God bless. Man oh man, are you freaking kidding me? Got to stop.  Troy De Baca:  You're too much.  Mark Bassingthwaighte:  You talked in this presentation yes a word that it explains some things, but entrepreneurs is not necessarily a word you use comfortably to describe yourself. You just don't see yourself that way.  Troy De Baca:  Right.  Mark Bassingthwaighte:  But you talk about all of this being unexpected.  Troy De Baca:  Yeah. Yeah.  Mark Bassingthwaighte:  What does that mean? You are in a great place, and tremendous success, but it's very unexpected. What's the journey?  Troy De Baca:  Yeah. So what I'm realizing now that I didn't know growing up is that I've just deeply been passionate about art and creativity. I didn't really know how to express myself. And that got me down paths that as most artists or creatives, there's a dangerous side to it, because you want to explore everything. And then that can be hurtful or harmful when you're not fully in control of your art, or your craft.  Mark Bassingthwaighte:  Okay.  Troy De Baca:  So growing up, I took a lot of [inaudible 00:04:15]. I wanted to get into everything, and explore everything.  Mark Bassingthwaighte:  Right.  Troy De Baca:  And through doing that, like many artists, I got involved with drugs, and I went down a rabbit hole pretty deep. I got addicted to heroin, and I spent about six years of my life pursuing that. And it took me to some really deep, dark places. And I also overdosed a few times, and was considered legally dead two of those times. So I consider my

In this episode of ALPS In Brief, our Bar & Affinity Strategist Rio Laine discusses the journey of Meri Althauser from a dedicated solo attorney to the esteemed Director of Admissions at the University of Montana. In this podcast, Meri shares her experiences and insights on navigating the legal profession, including the challenges and triumphs of running a solo practice in family law.   Discover how Meri streamlined her practice to provide affordable legal services, the entrepreneurial spirit that fueled her success, and the critical importance of mental wellness for legal professionals. Whether you're an aspiring attorney, a seasoned practitioner, or simply interested in the intersection of law and education, Meri's story offers valuable lessons and inspiration.   —   Rio Peterson:  Hello everybody. Welcome to episode 84 of the In Brief Podcast, brought to you by ALPS. My name is Rio Peterson and I am the Bar and Affinity Partnership Strategist here at ALPS. And I'm also going to be your host for today's episode. So I'm going to be chatting today with Meri Althauser. Hello, Mary.  Meri Althauser:  Hello.  Rio Peterson:  Thank you for joining us today.  Meri Althauser:  You're welcome. Yeah.  Rio Peterson:  So Mary is the Director of Admissions at the Montana University Law School, correct?  Meri Althauser:  Right, yeah.  Rio Peterson:  University of Montana Law School.  Meri Althauser:  Yes, yes. Absolutely.  Rio Peterson:  And so today we're just going to be talking about your legal career. I know you spent some time as a solo and now you spend your time guiding the next generation of the lawyers out into the world. So we wanted to just sit down and chat about your experiences.  Meri Althauser:  Perfect. Happy to be here.  Rio Peterson:  Yeah. Awesome. Thank you. We're happy you joined us.  Meri Althauser:  Good.  Rio Peterson:  So I think I wanted to get started in talking about your origin story. How did you become a lawyer? Was there a moment where you're like, "This is what I'm going to do?"  Meri Althauser:  Yeah, so law school and being a lawyer was actually never on my radar whatsoever. I started off going to music school.  Rio Peterson:  Oh, really?  Meri Althauser:  I played the violin and I shifted a bit from there because actually music school was so competitive, it made it no fun whatsoever.  Rio Peterson:  Oh, really?  Meri Althauser:  So law school was much better in comparison actually, if you can believe it or not.  Rio Peterson:  Wow.  Meri Althauser:  But I did some social work after law school and through that I kind of had a no more Mr. Nice Guy moment when one of my clients allowed her baby to be cared for by an extremely violent person that we knew of, had warned of. It was a headlines-grabbing incident, and I said, okay, no more. I want to go to law school. I want to represent kids in court in foster care and protect kids from abusers. And so within a matter of weeks I had taken the LSAT and applied for law school and was signed up for law school. I really didn't think it through honestly. It was just a very quick snap decision and the rest is history.  Rio Peterson:  Yeah, yeah. So let's talk a little bit about that history. So you went to law school and then did you end up defending children in court or did you take another path?  Meri Althauser:  Yeah, I did. So right out of law school, I worked with an insurance defense company, and we primarily worked on kind of car accident type cases, so it was just kind of a traditional launch into learning how to be a lawyer. But they did let me add on a contract with the public defender so I could take kids. So for a very small portion of my caseload there, I represented kids in court. I did that for about two years, and then I was invited to join a small firm in Missoula that we did sliding scale legal services. And so we did primarily family law and very small issues on a sliding scale, serving our clients anywhere from 75 to $150 an hour,

Despite best intentions, sexual harassment is still a very prevalent issue that impacts the legal profession on a wide, wide basis to this day. In this episode, Rio sits down with the founders of Women Lawyers on Guard to discuss their work to confront sexual harassment, and other issues impacting women in law and what you (yes! You!) can do about it. — Rio Peterson:  Hello, everybody, and welcome to In Brief episode 83, Women Lawyers on Guard. My name is Rio Peterson. I am the Bar Partnership Strategist at ALPS, and today, I'm going to be chatting with two fantastically inspiring women, Cory Amron and Corrine Parver. Cory, Corrine, thank you so much for joining us. It's great to have you.  Corrine Parver:  Thanks so much.  Cory Amron:  Thank you, Rio.  Rio Peterson:  Thank you.  Cory Amron:  I'm really pleased to be here.  Rio Peterson:  Wonderful. So, before we dive in, I know we've got a really interesting conversation ahead of us today, which I've been very looking forward to for the past few weeks, since we had our first chat. But before we started, I wanted to find out if you could tell us a little bit about you, who you are, where you live, where you came from. Corey, why don't we start with you?  Cory Amron:  Okay, great. Alphabetical order. I live in Arlington, Virginia, right outside of Washington, D.C. I've been here for yeah, 30 some-odd years. I'm now retired, but I worked primarily for a number of law firms that, some of which are no longer around, but most recently retired from the firm of Vorys, Sater, Seymour and Pease, which started as a Midwest-based firm, here in D.C.  I have been working over my 40-year legal career not only day-to-day clients, et cetera, but also on women's and diversity issues. So, for instance, I was the chair of the American Bar Association's Commission on Women in the Profession, the second chair. In 1991, I took over right over right as Anita Hill was testifying in the Senate at Clarence Thomas' confirmation hearing. So, that was kind of a trial by fire.  Rio Peterson:  Right.  Cory Amron:  So, I've also had a lot of experience working on sexual harassment and things like that, and then, fast-forward, co-founded Women Lawyers on Guard in 2017.  Rio Peterson:  Great. All right, fantastic. Corrine, how about you?  Corrine Parver:  I'm also a retired lawyer. First career was as a physical therapist for 15 years before going to law school. So, I went to law school primarily because I wanted to work in the health law area. My practice, when I was a partner in a law firm, was geared towards policy, regulations, as opposed to litigation.  After I retired from practicing law, I was a law professor for close to 10 years, where I created the Health Law and Policy program at American University Washington College of Law and enjoyed teaching the young students and remained involved with the law school over the past few years, even though I am retired from actually teaching, and joined forces with Cory and our gang of warriors in 2017 to now be the president of Women Lawyers on Guard Action Network.  Rio Peterson:  Got it. So, you both retired to then go on to do more incredible things in your post-retired life. Fantastic. Now, you mentioned you both founded and you run Women Lawyers on Guard. We know that's a nonprofit organization that's been doing some really especially important work around understanding and addressing sexual harassment in the legal profession, and that's what obviously what we're here to talk about today. So, before we really dig into the deeper part of this conversation, I'd love for the audience to learn a bit more about what Women Lawyers on Guard does. What is your mission? Why don't you tell us a little bit about how everything got started?  Cory Amron:  Okay, so in the end of 2016, I was a member of a national network of women lawyers, and we decided that we really needed to do something, both to protect women's rights that we had worked so hard over 40 plu

Hello. I'm Mark Bassingthwaighte. I'm the risk manager here at ALPS, and welcome to another episode of ALPS In Brief, the podcast that comes to you from the historic Florence building in beautiful downtown Missoula, Montana.  For those of you that aren't familiar with me, I've been practicing at ALPS, serving in the role of risk manager for over 26 years, and, recently, it's been about two and a half, maybe ... Coming up on. Well, two and a half. Two and a half. I got to think through this.  I have been blessed to be able to have my wife and I move to Florida, so I'm coming to you from our remote location here in St. Cloud, Florida on a beautiful day.  I want to continue with some conversations that I've had over the years, and this fits in the category of listening to your life, focusing on some growth issues, and really the purpose of this particular podcast is to talk about how to build, and, perhaps, even more importantly, how to maintain a successful law practice.  There's a lot written out there on the importance of marketing, networking. I've lectured, and written on a lot of this, myself, and I really don't want to dismiss that. That's very important, in terms of building a practice, as is understanding the marketplace, having all the correct tools. There's lots of things, if you will, on the business side that need to be addressed, and they are very important.  But the older I get, I continue to discover, and appreciate the value of something else, and it really is what I would describe as the foundation, and foundations in relationships, as an example, and in many aspects of our lives, I've come to learn, are so important, whether that's a foundation ... To become a foundation for your children, as they grow, to have a foundation built on commitment in personal relationships, particularly, in the context of a marriage. It's just something that I have found to be very, very relevant.  So, I'm going to talk about the foundation necessary to build and maintain a successful law practice, and really what I'm talking about is wellness. I have written and talked for years about how impairment issues are significant, in terms of their role in practice claims, in grievances, and all that, but I'm coming at it from a different angle, and I really do believe that a foundation in the practice of law, a personal foundation, based on wellness is absolutely essential, and fundamental to the long-term success of a successful law practice.  And I'm going to be, as we talk today, sharing a little bit about myself, and I'm not here to suggest, in any way, shape, or form that I've got it all figured out. I absolutely don't, but I do want to say I'm on a journey, and it is a wellness journey. I have yet to find the end point, if you will, and I mean I remain a work-in-process.  That's going to be true for me for the rest of my life, because life is a journey, and I guess, at some point, the journey will come to an end, and perhaps, in some way, that's an end point, depending on what you believe, but while we're here, in a physical body, in this wonderful place we call Earth, for all of us, it's a journey, and so I encourage you to consider that, and let's talk about what is important, in terms of wellness, as we go through this journey.  In my mind, wellness ... This is far more than just about health. Okay? I'm going to talk a little bit about health, but it really is about all aspects of one's life. We need to have wellness in our personal lives, in our professional lives, in our spiritual lives, it just goes on and on.  And, again, to the degree that we struggle individually with any aspect of wellness, in any aspect of our life, that can create some problems. How do you think impairments arise? If we're not taking care of ourselves, we can get overwhelmed, we can get burned out, we can get depressed, we can turn to alcohol, et cetera, et cetera. I don't want to rehash all that.  All I'll say is to really stay strong, to s

In this episode of ALPS In Brief, our Bar Partnerships Strategist Rio Peterson sits down with Tamara Nash, Director of Experiential Learning and lecturer at the University of South Dakota School of Law and Chair of the ABA's Young Lawyer Division. They dive into her upcoming initiatives for the year ahead and discuss the inspiration behind her focus on empowering and motivating new and aspiring lawyers. Lastly Tamara, a first-generation lawyer herself, shares her plans to reach more young lawyers by organizing the ABA's inaugural first-generation summit in April 2024. — Rio Peterson:  Hello everybody and welcome to episode 81 of the In Brief podcast. I'm your host today Rio Peterson, coming to you live from Chicago. And as we all know, I am the bar partnership strategist here at ALPS and one of your new hosts for the podcast. So today I am sitting down with the fantastic and fabulous Tamara Nash. Hello.  Tamara Nash:  Hi.  Rio Peterson:  How are you?  Tamara Nash:  I'm great. How are you today?  Rio Peterson:  Good, I'm fantastic. Better that I get to sit here and chat with you. So we are both attending BLI, the Bar Leader Institute conference here in Chicago. And so we thought this would be a great time to sit down and talk about a lot of, well, all of, or as many as we can, the exciting things that Tam is doing because you do all the things. So yeah, happy to have you. Thanks for joining me.  Tamara Nash:  Thanks for having me. I'm so excited to be here.  Rio Peterson:  Fantastic. All right, so let's get started. I would love to hear a little bit more about you. I mean, obviously I know a little bit about you, but our listeners don't. So why don't you tell me a little bit about who you are, what you do, and yeah, we'll go from there.  Tamara Nash:  Yeah, I would love to. So those kind of questions always strike a chord of panic. Who are you? It's like, "Well, let me encapsulate my life in this one sentence." I always like to start that with I'm a proud first-generation attorney, born and raised in Omaha, Nebraska, and then transplant to South Dakota, a proud South Dakota young lawyer, but I can only say that for one more year and then I'll be aging out. So I'll go kicking and screaming to veteran attorney status.  Rio Peterson:  Yes.  Tamara Nash:  O I guess a quasi veteran attorney status, but...  Rio Peterson:  Young veteran attorney.  Tamara Nash:  Young veteran attorney. Yes, I like that. We'll bring that term into use. I am the oldest sibling of three. I'm very close with my siblings. I have a brand new nephew and I have a niece. I'm quite obsessed with them. I bring them up any chance that I can get. I was a prosecutor for about eight years and then recently made a transition into academia. I currently have the joy of serving as the director of experiential learning and a lecturer at the University of South Dakota Knudson School of Law. And I am kind of a serial joiner. I really like bar service, so I do quite a bit in the South Dakota State Bar as well as the American Bar Association and the American Bar Association Young Lawyers Division and just try to squeeze in time to read and bake when I'm not doing all of those things.  Rio Peterson:  I do all of the things when I'm not doing all of them.  Tamara Nash:  Basically, yeah.  Rio Peterson:  Yeah. And so I think it's incredible that you do all those things. It really just shows that you're so passionate about what you do. And so something I would really love to hear is a little bit about your origin story because I know you mentioned that you're a first-generation lawyer, so that's a really, I think, exciting thing when somebody in your family takes that next step. So I'd love to know more about what inspired you to become a lawyer.  Tamara Nash:  Yeah. So I love telling this story. It's something I'm super proud about and something that has always followed me. It's always like a little seed or flower I carry with me everywhere. So I think I come from a f

Rio Peterson: Hello, everybody, and welcome to episode 80 of ALPS's In Brief Podcast. My name is Rio Peterson. I will be your host today. I am the Bar Partnership Strategist at ALPS, and I'm very excited to be here, kind of sharing hosting duties with Mark, who will be joining us on a future episode. But for today, you got me, and you've also got with you and myself with Susan Carns Curtiss. Susan, hi. Welcome. Susan Carns Curtiss: Hi, Rio. Thank you for having me. Rio Peterson: Yeah. Thank you for joining us. So for those of you who don't know, Susan is not just a lawyer, but also the founder of an incredible group called GIRL ATTORNEY. So today, we're going to sit down and chat with her a little bit about her work as a lawyer and her work with the group. And in honor of Women's History Month, we're going to be exploring all of the incredible opportunities and ways that GIRL ATTORNEY has brought women together. So, Susan, do you want to start by telling us a little bit about yourself? Susan Carns Curtiss: Sure. So I am an attorney based out of Oklahoma City. I am a personal injury attorney, and I handle cases just within the state of Oklahoma related to when someone's injured as a result of an auto collision. I do a little bit of other things, but mostly, if someone calls me about anything else, I tell them where they can find good representation, not from me. I know what I know and I know what I don't know in plaintiff's personal injury and, specifically, auto neg, auto negligence. So that's really my sweet spot, and that's what I'm focused on. That's what I do. Rio Peterson: Sick. And I feel like knowing what you know and knowing what you don't know is kind of a superpower, actually. I don't think a lot of people know what they don't know. Susan Carns Curtiss: And truly, that's one of the most valuable things I've come to appreciate as an attorney, is the value of practicing in an area where you know what your limits are. So you're never going to know it all. And even if the laws on the books haven't changed, how it's applied, it is evolving. There's new fact situations, and people are always looking for new ways to understand how the law applies today. So one thing, and we'll get to GIRL ATTORNEY later, but one of the most valuable things that I have gleaned from my years of watching women have conversations there is, yes, I should not dabble in anything else, because as they have conversations about nuances and areas of practice I don't have, I realize more and more, "Yes, good to know. Interesting." And it's just affirmation. My comfort level is to stay in my lane. Rio Peterson: Yeah. Susan Carns Curtiss: No pun intended. Rio Peterson: Yeah. And being a specialist is a fantastic thing. Susan Carns Curtiss: Well, yes, focusing on one area of practice is what works well for me. So I can feel confident. Like I said, even when I don't know, I know what the boundaries are, I know what the questions are, and I know it's not a function of, "I just don't know this area of practice well enough." I never want my client to have their case handled by somebody who really doesn't know. Rio Peterson: Yeah. Yes. Absolutely. Susan Carns Curtiss: Right? Rio Peterson: Absolutely. Susan Carns Curtiss: That's where you want your clients. So my personal injury clients, if they call me about estates, I say, "I love that you trust me with that. I do not trust me with that. So let me find you someone." That's my point. Rio Peterson: Fantastic. I love that. I feel like your clients can really trust you to do what's best for them and serve their best interest. Susan Carns Curtiss: Hopefully. Hopefully. Rio Peterson: Yeah. Susan Carns Curtiss: Yes. Rio Peterson: So how long have you been practicing law, Susan? Susan Carns Curtiss: Since I graduated in '06, December of '06. And so, I took the bar early '07 and got sworn in a couple months later when, thankfully, I passed that sucker first try. So that's how long I've been practicing, and

In this episode of ALPS In Brief, our Bar Partnership Strategist Rio Peterson sits down with Liesel Brink and Amber Kuhlman from the ALPS HR team to talk about careers in Insurance. Learn about their path into HR and learn about all the exciting opportunities that exist in this often overlooked industry.   Transcript:  Rio Peterson: Hello, everybody, and welcome to this month's installment of In Brief. This is episode 79, and I am your host for the first time ever, Rio Peterson. I'll be joining you, hopefully more frequently in a rotation on the podcast, and very much looking forward to it. So this month is Insurance Careers Month, and so we thought it would be really, really appropriate to speak to the two people here at ALPS, who really make sure that people can have careers at ALPS and bring us new talent, and really keep the lights on and run all the things. So I'm going to be talking to Liesel Brink and Amber Kuhlman. Kuhlman.  Sorry, Amber. So Liesel, do you want to start by introducing yourself, telling us a bit about who you are, what you do here at ALPS?  Liesel Brink: Sure. Thanks so much, Rio. This is an exciting opportunity. So I am your manager of HR and payroll coordinator here at ALPS Insurance. Do everything from hiring, recruiting, all the way to payroll.  Not to take any of this under from Amber, I can't do it all on my own. I've been with ALPS for, it's going on nine years, and yeah, been a great time so far.  Rio Peterson: Awesome. How about you, Amber? Tell us a little bit about yourself.  Amber Kuhlman: Yeah. So I'm Amber. I'm the HR generalist here at ALPS Insurance. I've been here a little about year and a half now, but in my role, I focus more on the onboarding, recruiting side of things, but I also participate and help out all things wellness with our employees, so that's great.  Rio Peterson: Yeah, that's right. You kind of run things on our Employee Wellness program, which I will speak from experience, is an incredible program and definitely a major perk of working here. So thank you both for all your work and for putting that together for us. It's really fantastic. So we're kind of taking some time to explore careers in insurance this month.  I don't think necessarily, an industry that a lot of people wake up when they're like five or six, and they're like, "Ah, I want to work in insurance," but so I think it's really important that we can take some time and kind of explore what we do and all of the incredible kind of opportunities and possibilities that exist when you do choose to pursue a career in insurance. So I'm really curious to find out kind of from both of you like, "What was your life before ALPS? What did you do? What was your world before that?"  Amber Kuhlman: Yeah, I can start off. It definitely wasn't insurance. This is my first job in insurance, but prior to coming onto ALPS, I actually came from retail sales, so very different. It's a great learning opportunity, working with individuals, helping them find what they need, but definitely enjoy the insurance side a lot more. Love the stability within insurance.  Everyone needs it for a variety of things, whether it's car insurance or attorney's liability. So I love that aspect, and we have a lot of opportunities at ALPS as far as diversity within our department. So there's Liesel, myself and HR, but there's also business development folks in sales. We have our claims attorneys, account management, maintaining our policies, and everything else you may need from finance all the way to the C-suite, so it's great.  Rio Peterson: Yeah. Fantastic. And Liesel, what about you? Where were you at before you found your way to ALPS?  Liesel Brink: So before ALPS ... I mean, how much time do we have, Rio?  Rio Peterson: We've got a couple minutes.  Liesel Brink: Yeah. So I've been doing HR for about 25 years, and in the last, ooh, 12 mostly in HR, previous to that, nonprofit work, and many people know in a nonprofit, you become a jack-

In this episode of ALPS In Brief, our Risk Manager Mark Bassingthwaighte talks about the importance of creating a succession plan and naming a succession/backup attorney.   — Transcript:  Hello, I am Mark Bassingthwaighte, the risk manager here at ALPS. And welcome to another episode of ALPS In Brief, the podcast that comes to you from the historic Florence building in beautiful downtown Missoula, Montana. Of course, that's where our home office is, and if you ever get out to Missoula, you should stop by. It is a beautiful, beautiful area.  It's a time of year where you get to thinking about all kinds of things. We have a year coming to an end, and boy, what a crazy year this has been, huh? And a new year starting. And these are the times where at least I do, and I don't think I'm alone or unique in this, just start to do some processing, start to think about what was good about the year, what things need to be done. And also, I've been with ALPS now coming up in 26 years, and I've been thinking more and more about what's next for me. Again, I've got a lot of years left, God willing and knock on wood here that ALPS will want to continue to have me.  But I want to say a lot of years, I don't know, five, six, maybe eight more years of work here, but I also think about retiring and what's next. And there are interesting things you start to think about just looking at all kinds of stuff. And I won't get into my sort of what's personally going on with me, but it does bring up an important topic, and that's the topic of succession planning. And I want to talk a little bit more about this in some interesting ways. It's something I've been talking about writing on for years.  I can simply say it doesn't happen overnight. I'm in a community where I see lots of people. We're in a 55 plus community now down here in Florida actually. It's been just a wonderful, wonderful decision for us. But I see a lot of people in retirement. I see some that have been very successful and I have seen and visited with some where it's not working. There's different drivers behind why retirement happened for some. Some had happened earlier than they thought, think health issues as an example. Others are still very, very active in second or third careers. Just because they retired doesn't mean... They retired from their profession perhaps, but they're still doing all kinds of other things.  So I want to talk about this. The first thing I want to say is regardless of your age and where you are in terms of your practice and your career in law, it's never too early to start. We've been dealing with the transition issues and decisions and financially restructuring for, oh gosh, now it's been a good six to eight years easy. And of course, we're blessed that we have the ability to retire at some point here. Again, I can say I've worked with lots and lots of lawyers, and I mean that literally who are not financially in a situation where retirement ever seems likely, and it doesn't need to be that way. So I just encourage you to start early, particularly on this, just the savings side, if nothing else, but okay, back to succession planning. And we're going to also explore backup attorneys in this context, which is the central issue I want to focus on here.  But before we get there, being a lawyer is hard. I understand that. And it can be quite a challenge. It's an ever-changing landscape, if you will, in terms of the introduction of AI and how that's impacting things, but also different types of clients and different types of matters and all sorts of things can go on. And as some of you may know, if you've followed me over the years, whether on the blog or podcast, I've been at this a long time and I've done a lot of consulting and I have worked with lawyers that have dealt with cancer as an example. And one lawyer in particular was so involved out of necessity, don't get me wrong here, but so involved in his cancer treatment, having to travel and be gon

In this episode of ALPS in Brief, our Risk Manager Mark Bassingthwaighte shares his 25 holiday risk tips to keep your law firm's cybersecurity happy and healthy as we roll into the new year! Transcript:  Hello, I'm Mark Bassingthwaighte, the risk manager here at Alps, and welcome to another episode of Alps In Brief, that podcast that comes to you from the historic Florence building in beautiful downtown Missoula, Montana. As you can tell, it's the end of the year and I'm trying to get ready and set for the holiday celebrations and whatnot, just having a little fun.  So I thought about what to do for this month's podcast. I thought, why not share my 25 holiday risk tips as a countdown. And these are risk tips for 2023, the end of 2023, and maybe we'll do this every year. Who knows? We'll see. Let's jump right in, shall we?  Number one, don't wait for that after Christmas sale. Make sure your firm's security software and operating systems on terms of all the devices, the servers, the computers, the laptops, everything. These updates need to be current systems need to be patched, and the reason is I just want to make sure you're properly protected during all of that online holiday shopping.  Number two, the turkey helpline. I remember back in the day, they used to have these shows you could listen to, and my memory was it's on the radio, but you could listen to people calling in. They record some of these crazy calls to the Turkey hotline. I remember a woman very upset that her bird tasted like soap. And apparently what she had done was read in the instructions, you should clean your turkey before cooking it, then rinse it out, that kind of stuff.  And apparently she used a lot dish washing soap and that's going to taste like soap. That's not how you clean a turkey, but I always got a kick out of that. But sometimes things don't work out quite as planned when it comes to the holiday bird, and some people really don't know what they're doing with these turkeys. And there is a turkey hotline out there to help you out, use it.  Well, in a similar vein, if you have no idea how to properly secure your smartphones or other devices, the files that you have in cloud storage, even your home router, if you're using it for work, rest assured there's a support line for you too, and that's just called your IT support. Whoever he/she/they may be, please don't hesitate to reach out and get the help that you need.  Number three, untangling the lights. As you search your attic or your basement, wherever you have your holiday decoration stored, remember to protect and organize your firm's virtual storage space so your digital files don't end up sort of in a similar mess. I remember year after year for a lot of years, trying to untangle all of these light strings and checking for the bulbs, etc. It's just a headache, just a headache. So, let's try not to let that happen with our client files that are virtually stored.  Number four, make a list and check it twice. And before taking on a new matter, make certain that you and your client are in total agreement on the scope of representation, and that might even include discussing what you're not going to do. And then of course, make sure that you thoroughly document all that in writing because after all, memories really can be short. I mean, even Santa, after all, why do you think he has a list.  Number five, up on the house top. Some of us excel at navigating a snow covered roof to hang the lights. Boy, there's some guys around here, I've seen this here, I'm thinking, these guys don't excel and you're just worried that dickens that somebody's going to take a fall. But on others, you really do need to learn that the annual trip to the ER can get expensive.  The point of all this is no one excels at everything. Learn to say no when you really know that you should don't dabble and don't take on clients that you can't work well with. Otherwise, the control of your professional life is going t

Mothers understand each other. In this episode of the ALPS In Brief Podcast, Attorney Abigail Benjamin talks with ALPS Account Manager Meg Ratzburg and Underwriting Manager Leah Gooley about the hardships and triumphs of being both a mother and an attorney — and how legal culture shifts like ALPS' new Parental Leave coverage help to better accommodate women who want to bring their best to both worlds (and not have to leave law practice). — Transcript:  Leah Gooley: Well, hello and welcome to another episode of ALPS In Brief, the podcast that comes to you from the historic Florence Building in downtown Missoula, Montana. I'm Leah Gooley and I'm the underwriting manager here at ALPS. And I'm here with Meg. Meg Ratzburg: Meg Ratzburg. I'm the account manager for the states of Georgia and West Virginia for our ALPS insured. Leah Gooley: And Meg is here, both of us are here to introduce Abigail Benjamin. She is an experienced West Virginia attorney and one of our insureds and is here to share an amazing story with us. So with that, we'd just like to turn it over to Abigail to tell us a little bit about your experience, starting with how you began in a solo practice of law. Abigail Benjamin: Yeah. Oh, okay. You guys just see me. This is kind of an eclectic story, so you just let me know if I'm going too much in the weeds, but I'm almost 50. This practice has been going on for seven years and I sort of did the traditional college law school graduate at 25, found what I thought was my dream job in public interest law, and then had two kids and I ran into that barrier, I think we're going to talk to later about being a female attorney with young kids. And I want to say it wasn't just a time crunch. It was wanting to show up for my family and my kids in a way that I wasn't just exhausted and overwhelmed. So I didn't get that support and I just chose my kids. And at age 40, I had made what I thought was a very happy life, not practicing law. I had six kids, ages 13 to 1. I was growing kale in my backyard. I was writing fiction, I was following politics and on the news, living in a corner of my home state of West Virginia, about 70 miles from DC and God bless anyone from dc but there's a lot of lawyers in DC and there's a lot of unhappy lawyers in DC. So I was very comfortable not practicing law. And The practice came out when I was 41 on a base of a very ethereal idea and some very good, wise people giving me thoughtful advice. And so the first start was in my faith tradition, Pope Francis is our head, and he really encouraged us Catholics to lean into this idea of environmental justice. And I had been a nonprofit lawyer. I was very keen to economic issues and worries about justice with the poor, but I hadn't really, really thought about economic justice issues and how that impacts both poor Appalachians and people of color around the United States. So I just had this thought, but again, raising kale, homeschooling six kids, I took a one-shot volunteer opportunity, limited, limited, and I volunteered at an environmental film festival called the American Conservation Film Festival. And I saw this film that just blew... It knocked my socks off. It just really opened up my eyes. It was about a water crisis event we had in West Virginia. It was the Elk River Crisis. And this was the interesting part about art and film. I definitely was somebody that was educated in the audience. I knew what my state's problems were. I read the news. But seeing this timeline, as a lawyer, I was just like, oh my gosh, this was not an inevitable catastrophe. What happened is we have these giant chemical plants storing chemicals, very dangerous stuff, right on the waters that we all drink from. And it was two rust holes the size of quarters that dumped all that toxic stuff and one half of my state's population lost their drinking water. And it wasn't the regular boil advisory where it was an inconvenience. You put the pot on the stove for 30 minutes

In this latest episode of ALPS In Brief, ALPS Risk Manager Mark Bassingthwaighte shares some vital information about the Corporate Transparency Act as it relates to the practice of law ... as well as some other spooky insights.  A Brief Statement of Correction from Mark: “During this podcast I stated that under the Corporate Transparency Act, BOI reports were to be filed annually. That statement was incorrect. The correct requirement is that reporting companies have 30 days to report changes to the information in their previously filed BOI reports and must correct inaccurate information in previously filed reports within 30 days of when the reporting company becomes aware or has reason to know of the inaccuracy of information in earlier BOI reports.”  — Transcript:  Mark Bassingthwaighte:  Hello, I am Mark Bassingthwaighte, the risk manager here at ALPS. And welcome to another episode of ALPS In Brief, the podcast that comes to you from the historic Florence Building in beautiful downtown Missoula, Montana.  I was just out in Missoula just a couple of weeks ago and visiting the home office, I had a wonderful time. And I will have to say now that winter's kind of moving in here and it's nice to be back in Florida. But it's always good to get back to the old stomping grounds, if you will.  It's November now, and I have been trying to think about, okay, what would I like to share with all of you this month in November? And I got thinking, well, it's November and they're also... I just felt that there are two topics that I'd like to talk about, two that I think a lot of lawyers don't know that they need to know a bit more about these two topics. And so given that it's the month of November, the theme is what two things that you don't know that you need to know... get the play here? No, I'm just having a little fun.  So anyway, let's get to it. The first, we've just had October pass, and that is Cybersecurity Awareness Month. And I'm sure some of you're probably just dog-tired of hearing about cybersecurity, and it's just one of these topics that, man. I know, I know, I really get it. But I wanted to follow up. So one of these topics is going to be sort of cybersecurity related and just explore another topic here that I just think is very, very important. And it really deals with backups in light of ransomware. And I'm sure we've heard all kinds of things about ransomware. If you follow any of these stories going on and education going on in October.  And for those of you that don't know, maybe I should stop very quickly. Ransomware, just as a reminder, it's these rogue programs that can be downloaded unintentionally by anybody in your office, your staff, another associate, partner, anyone, just being tricked into doing something that wasn't in their best interest. Clicking on a link they shouldn't have, downloading a document or opening a document that they were tricked into opening. And it may look legit. There's some stuff here. But it also comes with this payload of malicious software. And it will encrypt all of your data, sooner or later. It can sit at times. But it will again encrypt everything and then eventually you get this little ransom note that says, if you'd like access to your data, again, you need to pay this amount in cryptocurrency by such and such a deadline. And if you don't, you're not going to get your data back.  As an aside, I would encourage you never to pay this because even if you get the decryption key, sometimes it doesn't work. Sometimes it only decrypts part of it and you need to pay more. Sometimes you can get some of your data back and then they'll say, "Oh, by the way, we want another ransom because if you don't pay us, we still have all your data. We upload it and we're going to sell it or we're going to post it online."  It's just a heck of a mess. Well, one of the best ways to avoid having to pay ransom if you get hit with something like this is to have a good backup. And for quite so

Mark digs into how cyber crimes impact lawyers, how cyber liability insurance works, why you need it, and what it does and doesn’t do.

Mark Bassingthwaighte:  Hello. I'm Mark Bassingthwaighte, the risk manager here at ALPS, and welcome to ALPS In Brief, the podcast that comes to you from the historic Florence building in beautiful downtown Missoula, Montana.  I'm delighted to have, as my guest today, Bill Harvit, and Bill is the chairman of the Succession Planning Committee at the West Virginia State Bar. And I'll tell you, as a risk guy, succession planning is a huge issue, and it seems to me, in recent years, more and more states are starting to move a little bit on this topic, and for good reason.  Bill and I are going to have a chat about succession planning, and I thought it'd be fun to have Bill not only because of his involvement with the committee and all this going on in West Virginia, but I think, folks, it's important, too, to hear from another practitioner, from somebody that's out there. I've been in this risk management space for 25 years, and I'm sure some of you are tired of hearing just from me, and I like to have different types of thoughts. Before we jump into this, Bill, may I have you take just a moment and introduce yourself. What do listeners need to know about you?  Bill Harvit:  Oh, probably not a lot. No, I'm teasing. I've been practicing law for ... this is my 37th year, coming up on 37th year. I've represented both plaintiffs and defendants through the years, but principally, I've been involved in toxic torts, mass tort litigation, through the years. And, unfortunately, I had a situation, back in 2017, that thrusted me into this succession planning situation, and Mark, it's not because I didn't prepare. We thought we were prepared and we were not. It's a very important topic. I thank you and ALPS for focusing on it. And, listen, to the extent I can help anybody not go through what I went through, I'm happy to do so.  Mark Bassingthwaighte:  Are you able to share a little bit about what happened and what brought you into this?  Bill Harvit:  Sure. I had been practicing, in fact, I had a firm for 25 years, and my partner and I, as I said, did a lot of mass tort litigation. And literally, one day, I'm not kidding, in April of 2017, I knew he was having some issues, but he walked in and literally said, "I'm done," and walked out, and we had about 5,000 files that were open, again, because we did mass tort litigation. They weren't all 100% open. Some were just waiting on settlements and bankruptcy defendants and things of that nature. It took me two and a half years to wind down that firm and deal with all of the issues that, hopefully, we're not going to get to all of them, but hopefully at least touch on a number of the issues. I lived it, and I will tell you it's probably one of the most stressful times in my life.  And, just in this same vein, that happened to me as a lawyer, but it also happened to me as a non-lawyer. When my father passed away, he and my mother operated a small women's clothing store in southern West Virginia, and not unlike a small law firm, they each had their own duties and responsibilities. And, when he passed away, of course, they had no succession plan, and I had to step into that. I've learned it both as a lawyer and as a non-lawyer.  Mark Bassingthwaighte:  Well, what I appreciate about this story is there's this temptation, as I see it, among the bar at large, is succession planning really is an issue that we need to focus on in terms of solo lawyers and the rest of us don't really need to worry about that. And you are so right. I've seen problems in firms of five, eight, 10 lawyers where we have these unexpected, unplanned for transitions, whether it's an untimely death or somebody just saying, "I'm done." All kinds of things can come up here that create some problems.  I was also interested, as we were talking a little bit via email, you had mentioned that West Virginia is in the process of considering some rule changes, and specifically, as I understand it, really making it clear that the o