Lynda C. Shely, Esq.

LYNDA C. SHELY, ESQ.

May, 2008

Curriculum Vitae

Education

B.A. Government, Franklin & Marshall College, Lancaster, Pennsylvania 1983

J.D., Columbus School of Law, Catholic University, Washington, DC 1987

Bar Admissions: Arizona, District of Columbia, and Pennsylvania

Employment

The Shely Firm, PC, June 2003 – present

Providing ethics and risk management consulting to lawyers on the Rules of

Professional Conduct, discipline matters, fee arbitration, and unauthorized practice of

law. Also serving as an expert witness on ethics, legal fees, and unauthorized practice

issues.

State Bar of Arizona, Director of Lawyer Ethics, May 1993 – June 2003

Supervised ethics, fee arbitration, client protection fund, peer review, and unauthorized

practice of law departments. Provided over 8000 telephonic and 20 written ethics

advisory opinions, each year, to members of the State Bar. Staff counsel to Ethics, Fee

Arbitration, and Peer Review Committees and Client Protection Fund Board of

Trustees. Reviewed all Fee Arbitration Awards, Client Protection Fund claims, and

Peer Review referrals for assignment to committees.

• Morgan, Lewis & Bockius, Associate, Washington, DC, Sept. 1987 – March, 1991

Intellectual property and antitrust representations of clients before the U.S. Patent and

Trademark Office, Department of Justice, and Federal Trade Commission. Litigation of

franchise disputes in federal district courts.

Teaching Position

Phoenix School of Law, Adjunct Professor of Professional Responsibility/Law Office

Management - Fall, 2006, Fall, 2007, Spring 2008, Fall 2008

Sandra Day O’Connor School of Law, Arizona State University, Adjunct Professor of

Professional Responsibility – Fall, 2008

Professional Associations & Committees

• American Bar Association Committees:

* Center for Professional Responsibility Coordinating Council, Member 2000-2003

* Standing Committee on Client Protection, Chairman 2000-2003, Member 2003 to

2004

* Standing Committee on Professionalism, Member 2004 – 2007

* Center for Professional Responsibility Strategic Committee, Member 2007 - present

* American Bar Foundation, Fellow, 2002 - present

* Task Force on a Model Definition of the Practice of Law, Member 2002-2003

* Consortium on the Delivery of Legal Services, Member 2000-2003

* Task Force on Access to Lawyers, Member 2002 - 2003

* Planning Committee, National Conference on Professional Responsibility, 2003 -

2006

* Law Practice Management Section, 2003 - present

• State Bar of Arizona Committees:

* Task Force on the Future of the Profession, Member 2000 to 2001

* Multijurisdictional Practice Task Force, Member 2002 to 2003

* Ethical Rules Review Group, Member 2001 to 2003

* Professionalism Task Force and Committee, Member 2003 to present

* Convention Planning Committee, Member 2004 – present

* Convention Planning Committee, Co-chair 2006 - 2007

* Unauthorized Practice of Law Advisory Opinion Council, Member 2003 to May,

2008

* Consumer Education and Information Task Force, May 2008 - present

• Awards:

* 2002 Recipient of the Attorney Law-Related Education Award, Arizona Foundation

for Legal Services and Education

* 2004 Recipient of the State Bar of Arizona Continuing Legal Education Award

* 2007 Recipient of the State Bar of Arizona "Member of the Year" Award

• Memberships and Admissions:

* Pennsylvania State Bar, Member 1987 - present

* District of Columbia Bar Association, Member 1987 – present

* State Bar of Arizona, Member 1994 - present

* Sandra Day O’Connor Inn of Court, Member 1997 - present

* National Client Protection Organization, Vice President Southwest 2000-2003

* National Organization of Bar Counsel, Associate Member 1998 – present

* Association of Professional Responsibility Lawyers, Member 2003 – present

* Scottsdale Bar Association: Member Fall 2003 – present; Board of Directors

March, 2005 – present (President 2008 - 2009)

Sampling of Seminars & Publications - 2004-2007

"Ethics and Liens for Plaintiffs Lawyers" January, 2004 – Az. Trial Lawyer Assn., Phoenix

"Ethical Game show" February, 2004 – National Organization of Bar Counsel, San Antonio,

"Assisting the Judiciary in Disciplining Lawyers," February, 2004 – National Association of

Bar Executives

"Ethical Issues for Trust and Estate Lawyers," February, 2004 - State Bar of Arizona,

Scottsdale

"Client Protection Funds of Today" March, 2004 – Western States Bar Conference, Scottsdale,

"Ethics Issues in Mass Tort Litigation" March, 2004 – ABA TIPS Conference, Phoenix, AZ

"Ethics Tips for Law Firm Managers" April, 2004 – Omega Legal, Scottsdale

"Trial Lawyer Ethics" April, 2004 – Western CLE, Phoenix

"Avoiding Discipline for Solos" June, 2004 – ABA Professional Responsibility Conference,

Naples, FL

"Training Client Protection Fund Trustees" June, 2004 – ABA National Client Protection

Forum, Naples, FL

"Ethics Annual Game Show" June, 2004 – State Bar of Arizona Convention

"Ethics Issues in Workers’ Compensation" June, 2004 – State Bar of Arizona Convention

"Advanced Program on New Ethical Rules" June, 2004 – Coconino County Bar Assn.

"How to Open and Keep Open a Profitable Law Firm" August, 2004 – State Bar of Arizona

"Attorney-Client Privilege, Confidentiality, and Work Product in Joint Representations"

August, 2004 – Lorman Education Services, Phoenix, AZ

"Eroding Limits Policies in Legal Malpractice Defense" September, 2004 – ABA Professional

Liability Conference San Francisco

"Ethics in Environmental Law on the Reservation" September, 2004 – CLE International,

Phoenix

"Mediator Ethics" October, 2004 - Maricopa County Superior Court Training, Phoenix

"Workers’ Compensations Ethics Game Show" October, 2004 – State Bar of Arizona

Workers’ Compensation Annual Conference, Flagstaff

"Ten Deadly Sins of Conflicts" November, 2004 – State Bar of Arizona, Phoenix

"Ethics and Pretrial Motions Practice" December, 2004 – State Bar of Arizona, Phoenix

"Conflicts and Screening" February, 2005 – ABA Young Lawyers’ Section, Utah

"Ethics Game Show for Construction Law Lawyers" February, 2005 – State Bar, Phoenix

"Ethics in Motor Vehicle Cases" April, 2005 – State Bar of Arizona, Phoenix

" The Twenty-First Century Lawyer" May, 2005 – State Bar of Arizona, Phoenix

"Ethics and Legal Malpractice Risk Management" May, 2005 – NBI, Phoenix

"Everyday Ethics for Personal Injury Lawyers" June, 2005 – Az. Trial Lawyers Assn.

"Ethics The Reality Show" June, 2005 – State Bar Convention

"Ethics Tips for Legal Marketing" August, 2005 – Legal Marketing Assn., Phoenix

"Death, Divorce and Marriage in Law Firms" August, 2005 – State Bar of Arizona, Phoenix

"Practical Law Office Ethics" Sept, 2005 – Assn. Legal Administrators, Las Vegas

"The Discipline System" Oct, 2005 – Az.Trial Lawyers Assn., Tucson

"Law Firm dissolutions and acquisitions," Oct, 2005 – Omega Legal Conference, Phoenix

"Ethics Tips for Trial Lawyers," Nov, 2005 – State Bar of Arizona, Phoenix

"Small Firm Management; Risk Management Systems,, Avoiding UPL, and Billing Practices,"

Nov, 2005 – NBI, Phoenix

"Pretrial Motions Practice" – Dec, 2005 – State Bar of Arizona, Phoenix

"Twenty Ways to Avoid Discipline" – Jan, 2006 – State Bar of Arizona, Tucson

"Ethics for Labor Lawyers" – Feb, 2006 – State Bar Labor Section, Casa Grande

"Risky Business" – May, 2006 – State Bar of Arizona, Phoenix

"Ethical and Practical Issues When Marrying or Divorcing a Law firm" – June, 2006 – ABA

Vancouver

"The Impact on Paperless Banking on Trust Accounts," – June, 2006 – ABA Vancouver

"Business Law Track – CLE-by-the-Sea" – July, 2006 – State Bar, San Diego

"Twenty Ways to Avoid Discipline" – August, 2006 – State Bar of Arizona, Phoenix

"One State’s Experience in Professionalism" – February, 2007 – ABA, Miami

"Ethical Marketing" – February, 2007 – AWLA – Phoenix

"Planning for Disasters" – April, 2007 – State Bar of Arizona, Phoenix

"Opening a Law Firm" - April, 2007 – State Bar of Arizona, Phoenix

"Avoiding Malpractice and Discipline Complaints" – May, 2007 – MCBA, Phoenix

"Managing Ethics Issues" – June, 2007 – NBI, Phoenix

"Annual Ethics Game Show" – June, 2007 – State Bar of Arizona, Scottsdale

"How to Earn Money Ethically" – August, 2007 – State Bar of Arizona, Phoenix

"Ethics Issues for Family Law Lawyers" – February, 2008 – Sedona Conference