Leadership Education Roundtable IV:
How We Teach: Developing Core Competencies on both Sides of the Gap
“Leadership is the main differentiator of performance in most environments.”
Russell Palmer, Dean of the Wharton Business School
Forbes Family Conference Center, Lucas Hall 126,
Santa Clara University School of Business
March 30, 2012
A select group of leading academics, law school administrators, professional development experts, and practicing lawyers gathered to share their views on educating law students and lawyers for leadership roles.
Roundtable agenda
Morning session summary
Afternoon session summary
Roundtable panelists’ bios
Roundtable materials
2012 Roundtable Agenda
| 8:30 a.m. |
Continental Breakfast |
| 8:45 a.m. |
Welcome, introductions and overview Donald J. Polden, Dean, Santa Clara Law |
| 9:00 a.m. | The Big Picture: The Case for Leadership Education in Firms and Law Schools
Why is it critical to build leadership competencies such as influence, communication, decision making and other skills across the continuum from law school to practice? What is the link between leadership skills and effective teams, strong client relationships, and professionalism, and what are some methods for teaching these skills to law students, law firm associates and other practicing attorneys? Deborah L. Rhode, Ernest W. McFarland Professor of Law and Director, Center on the Legal Profession, Stanford Law School Heather E. Bock, Chief Professional Development Officer, Hogan Lovells US LLP and Executive Director and Visiting Professor, Center of the Study of the Legal Profession at Georgetown University Law Center Emmy Berning, Associate Director, Office of Career Services, Georgetown University Law Center Moderator: Sandee Magliozzi, Director, Professional Development & Externships, Santa Clara Law |
| 10:30 a.m. |
Break |
| 10:45 a.m. |
Leadership Education: Informing our Teaching and Professional Development How do we teach the skills and competencies of leadership in our law school classrooms and professional training? How do the methods and tools of teaching leadership differ or dovetail in law schools and in practice? After an overview, we ask all participants to engage in a roundtable discussion of current curricula and pedagogies in leadership education for lawyers, including teaching at law firms and at Elon, Denver, Georgetown, Maryland, Santa Clara, and Stanford law schools. Overview: Robert Cullen, author, The Leading Lawyer, Adjunct Professor, Santa Clara Law, and Vice President and General Counsel, JSI Logistics Molly Peckman, Director of Professional Development, Dechert LLP Moderator: Marina Hsieh, Senior Fellow, Santa Clara Law |
| 12:00 p.m. |
Lunch (on location) The Leadership Challenge for the Profession and Legal Education Jim Leipold, Executive Director, National Association for Law Placement Donald Polden, Dean, Santa Clara Law, immediate past Chair, American Bar Association Standards Review Committee |
| 1:30 p.m. |
Developing Case Studies What aspects of the business school case study model are transferable to leadership pedagogy in the legal setting? What can we learn from studying past events, personalities, and hypotheticals? How can case studies reframe our teaching to reinforce development of leadership skills? George Chacko, Associate Professor of Finance, Leavy School of Business, Santa Clara University Marina Hsieh, Senior Fellow, Santa Clara Law |
| 2:30 p.m. |
Perspectives on Leadership and Developing a Professional Identity How do the ways we define the profession affect formation of professional identity? What does leadership research suggest about professional identity? What roles do, and can, practitioners play in law schools in helping law students form professional identity? What can we expect from the “next generation” lawyer-leaders? Leary Davis, Founding Dean and Professor of Law Emeritus, Elon University School of Law Nick Petrie, Senior Faculty, Legal Sector and Leadership Development Program, Center for Creative Leadership Moderator: Julia Yaffee, Senior Assistant Dean, External Affairs, Santa Clara Law |
| 4:15 p.m. |
Summary and Remarks Micah Yospe, Santa Clara Law ’11, Graduate Fellow for Leadership Initiative Law Students, Santa Clara Law (Marisa Compesi, Christopher Cook, Amy Fisher, Michael Hamilton, Emily Meyer, and Sunjiv Tandon) |
| 4:30 p.m. | Adjourn |
2012 Roundtable Participants’ Bios
Emmy Berning is Associate Director in the Office of Career Services at Georgetown University Law Center, where she designs programming and counsels students on a range of professional and career development issues. Prior to joining Georgetown, she was Associate General Counsel at Revolution LLC. She began her legal career with O’Melveny & Myers LLP, focusing on litigation, white collar defense, and corporate investigations. Emmy has also worked as an associate for a management consulting firm, and she remains interested in applying her business background in the legal and lawyer training field. She received her B.A. from Wellesley College, a J.D. from UC Berkeley School of Law, and a Master in Public Administration from Harvard University’s Kennedy School of Government.
Heather E. Bock, Ph.D is Chief Professional Development Officer for Hogan Lovells U.S. LLP and the Executive Director for the Center for the Study of the Legal Profession at Georgetown Law. Her work experience includes designing programs and delivering training for professional services firms and consulting with a variety of companies on HR strategy, organizational transformation, and culture change. Heather is a recipient of the HR Leadership Award of Greater Washington and the Chief Learning Officer Vanguard Award. Her current research focuses on predictors of attorney success and leadership in law firms. She teaches as a Visiting Professor on Leadership and Teams at Georgetown Law, has written several articles, and authored a book on Using a Competency Model to Manage Firm Talent for the American Bar Association. She holds a B.S., Master of Public Health, and PhD in Organizational Behavior from UNC – Chapel Hill.
George Chacko has always shared his time between the academic and commercial worlds during his career. He has been at Santa Clara University in the Finance department for the last six years.
His past commercial experience has included early stints at Accenture, Prudential Investments, and Goldman Sachs. More recently he was a managing director heading fixed income sales and trading at State Street Bank; a partner heading pension asset management at IFL; and the chief investment officer of private equity and hedge fund management for Auda Alternative Investments. He has also co-founded two financial services startups (and subsequently sold them to financial institutions). He is currently a partner at Confluentis Investments, a private equity business.
His past academic experience has been entirely at Harvard Business School where he served as a professor for ten years in the Finance department. His research interests have been in the areas of capital markets (especially fixed income and derivative securities), portfolio choice and construction, and liquidity risk. He has published numerous scholarly articles, books, and case studies. He has a BS from MIT in Electrical Engineering, an MBA from the University of Chicago, and an MA and PhD from Harvard University in Business Economics.
Robert Cullen is Vice President and General Counsel for JSI Logistics. Founded over 25 years ago, JSI is a leader in providing logistics and supply chain management solutions around the world. With 1,500 employees world wide, JSI provides world class supply chain management programs and assure that our clients receive the best speed and service possible. Before working with JSI, he practiced law for 18 years and was a shareholder and managing partner of Hoge, Fenton, Jones & Appel, Inc., a San Jose based law firm. Mr. Cullen has taught at Santa Clara Law School for 12 years. He developed and teaches one of the nation’s first law courses on leadership for lawyers. He has also written The Leading Lawyer: A Guide to Practicing Law and Leadership published by Thomson West. In addition, he teaches negotiation and mediation strategy at the Law School.
Leary Davis is Founding Dean and Professor of Law Emeritus at Elon University School of Law. He practiced law for nine years before entering legal education as founding dean of Campbell University School of Law. He is an elected member of the American Law Institute, a fellow of both the College of Law Practice Management and the American Bar Foundation, and a member of the executive committee of the National Advisory Committee of the American Judicature Society. In 2009 he served as Senior Visiting Legal Fellow at the Center for Creative Leadership and in 2010 as Acting Executive Director of Karamah: Muslim Women Lawyers for Human Rights. He received B.A. and J.D. degrees from Wake Forest University and an LL.M. from Columbia University. Here’s a news item on Elon Law’s website about Leary Davis speaking at Santa Clara Law.
Marina Hsieh has been a Senior Fellow at Santa Clara Law since 2004, where she also served as Assistant Dean for Academic & Professional Development from 2005-2011. She teaches Civil Procedure, Constitutional Law, and Leadership for Law Student Leaders. She is Vice President of the National ACLU Board, serves on accreditation teams for the Western Association of Schools & Colleges, and has been a member of the California State Bar Council on Access & Fairness.
Marina is a former Assistant Counsel to the NAACP Legal Defense & Educational Fund, Inc. and law clerk to Justice John Paul Stevens on the U.S. Supreme Court. She is a graduate of the Coro Foundation’s fellowship program for leadership training, Berkeley Law, and Harvard University.
Jim Leipold is the Executive Director of the National Association for Law Placement (NALP), a position he has held since 2004. Prior to joining NALP, he worked at the Law School Admission Council (LSAC) for five and a half years as the assistant director for education and prelaw programs. Prior to joining LSAC in 1998, he was the director of admission at Temple University School of Law, where he was also an instructor in legal writing and research. He is a magna cum laude graduate of Brown University and Temple University School of Law. He has also worked as a legal writing instructor in the paralegal program at the Community College of Philadelphia, as an undergraduate admission officer at the University of Vermont, and as a high school English teacher in both Michigan and Alaska. He speaks and writes frequently on trends in legal employment for recent law school graduates.
Sandee Magliozzi is the Director of Professional Development and Externships at Santa Clara University School of Law. Magliozzi directs the many opportunities for upper division students to work for credit with judges; the Panetta Institute; and corporate, civil, and criminal law employers. In addition, she teaches the Civil Practice, High Technology and Social Justice Externship Seminars and conducts workshops on professional skills and leadership development.
Magliozzi is a California attorney and former Drinan Fellow in the Economic Crimes Division of the United States Attorney. Before joining the Law School, she was a Senior Manager of Attorney Training and Development at Holland & Knight and the former firm-wide Professional Development Manager for Heller Ehrman. Magliozzi has taught advocacy and writing at Hastings College of Law and was Director of Law Studies at Saint Mary’s College of California. She currently serves as the NALP Board Liaison to the National LGBT Bar Association and is a vice-chair of the Law Student and Lawyer Professional Development Sections’ collaboration on “bridge the gap issues.” Magliozzi earned her B.S. (magnum cum laude) from Northeastern University and her J.D. (with honors) from Suffolk University School of Law.
Molly Peckman is Dechert LLP’s Director of Professional Development. Molly focuses on initiatives regarding professional development, training, continuing legal education, mentoring, evaluations, compensation and career counseling for Dechert’s 850+ lawyers as well as alumni, worldwide. Prior to working for the past ten years in professional development, Molly practiced law for ten years as a litigator. Molly is a frequent lecturer and freelance writer on law firm life.
Molly has held a number of leadership positions in professional organizations and she is a member of the Professional Development Consortium, NALP, the ABA, the Philadelphia and Pennsylvania Bar Associations and other legal organizations. In 2012, she will become the Professional Development Section Chair for NALP.
Molly maintains a pro bono practice and is involved in a number of organizations dedicated to community service. She serves as a guardian ad litem for dependent children and has been recognized for her work on behalf of neglected and abused children. Molly is a graduate of Temple University’s School of Communications and Theater, B.A., cum laude, and Temple University School of Law, J.D.
Nick Petrie is a Senior Faculty member with the Center for Creative Leadership’s Colorado Springs campus. He is a member of the faculty for the Legal sector and CCL’s Leadership Development Program. Nick is from New Zealand and has significant international experience having spent ten years living and working in Japan, Spain, Scotland, Ireland, Norway and Dubai. Before joining C.C.L. he ran his own consulting company and spent the last several years developing and implementing customized leadership programs for senior leaders around the world. Nick holds a Masters degree from Harvard University and two undergraduate degrees from Otago University (New Zealand) in business administration and physical education. Nick recently completed a research project at Harvard Law School on future trends in law firm leadership development. Before beginning his business career, Nick was a professional rugby player and coach for seven years.
Donald J. Polden is Dean and Professor of Law at Santa Clara University. He is a graduate of The George Washington University and Indiana University School of Law-Indianapolis. Prior to joining the faculty at Santa Clara University, he served as Dean and Professor of Law at the University of Memphis for ten years. Over the more than 30 years in legal education, Dean Polden has taught courses in corporate law, antitrust and trade regulation, employment law, non-profit organization law, and others. He is the author of articles on federal securities law, federal antitrust law, and a treatise on employment law and practice. He also has been writing and teaching in the area of leadership education in law schools and in the legal profession, including articles in The Complete Lawyer, The Toledo Law Review, and in a collection of essays about leadership of American law schools.
Deborah L. Rhode is one of the country’s leading scholars in the fields of legal ethics and gender, law, and public policy. An author of 20 books, including Leadership: Law, Policy and Management, Women and Leadership and Moral Leadership, she is the nation’s most frequently cited scholar in legal ethics. She is the director of the Stanford Center on the Legal Profession and Founding President of the International Association of Legal Ethics.
Professor Rhode is the former president of the Association of American Law Schools, the former chair of the American Bar Association’s Commission on Women in the Profession, the founder and former director of Stanford’s Center on Ethics, and the former director of the Michelle R. Clayman Institute for Gender Research at Stanford. She also served as senior counsel to the minority members of the U.S. House Committee on the Judiciary on presidential impeachment issues during the Clinton administration. She has received the American Bar Association’s Michael Franck award for contributions to the field of professional responsibility; the American Bar Foundation’s W. M. Keck Foundation Award for distinguished scholarship on legal ethics; and the American Bar Association’s Pro Bono Publico Award for her work on expanding public service opportunities in law schools. She is a member of the American Academy of Arts and Sciences and vice chair of the board of Legal Momentum (formerly the NOW Legal Defense and Education Fund). She is currently a columnist for The National Law Journal and has also published editorials in the The New York Times, Washington Post, Boston Globe, and Slate. Before joining the Stanford Law faculty, Professor Rhode was a law clerk for Supreme Court Justice Thurgood Marshall.
Julia Yaffee is the Senior Assistant Dean for External Affairs at Santa Clara Law. She is responsible for communications, marketing, public relations, and student recruitment. From 1997 – 2007 Julia served as Dean of Students and started a regular program of leadership training for Santa Clara student organization officers.
Julia has been involved with leadership development as part of the U.N. Asian Broadcasting Training Program in Malaysia where she arranged and conducted workshops for representative from 23 nations. Julia has served on various ABA and AALS committees and on the board of LSAC, the League of Women Voters of Santa Clara County, and Pacific Neighbors. She has also served as the foreperson of the San Mateo County Civil Grand Jury.
2012 Roundtable Papers, Articles & Presentations
- Perspectives on Leadership and Developing a Professional Identity – Leary Davis
- Building Legal Talent: Mentors, Coaches, Preceptors and Gurus in the Legal Profession – Leary Davis
- The Changing Entry-level Legal Employment Market – James Leipold
- Leadership presentation – Molly Peckman
- Future Trends in Leadership Management – Nick Petrie
Previous Years’ Roundtables
- Donald J. Polden Toledo Law Review Article
- Posner, B. (in press). From inside out: Beyond teaching about leadership. Journal of Leadership Education
- Law and Leadership – Ben W. Heineman. Jr.
- Welcome to the Future: Time for Law School 4.0 – Paul Lippe
- Welcome to the Future: Law School 4.0, Part Two – Paul Lippe
- The Future of Legal Education: A Skills Continuum, White Paper Prepared by the National Institute for Trial Advocacy, October 20, 2009 – Terri Mottershead
- Ethical Professional Transformation: Themes From Interviews About Professionalism With Exemplary Lawyers – Neil Hamilton and Verna Monson
- Competence as Situationally Appropriate Conduct: An Overarching Concept for Lawyering, Leadership and Professionalism – Leary Davis
- Is Leadership a Fundamental Lawyering Skill: What really matters beyond the traditional legal skills? – Heather Bock
- Perspectives on Leadership Competencies: The Current State of The Profession and TheComprehensive Law Movement – Susan Daicoff
Leadership class descriptions/syllabi
Misc.
- Funding Proposal, University of Maryland School of Law, Leadership & Professionalism Initiative
- ’08 Jobs JDs Bimodal Curve
- Perspectives on Fall ’09
Leadership Programs
- Global Women’s Leadership Network, Santa Clara University
- University of Maryland School of Law, Suggested Course of Study in Leadership and Law
- Law and Leadership program – Moritz School of Law, Ohio State University
