Join the Estate & Trust Law Section – Diversity, Equity & Inclusion Committee for an engaging webinar and panel discussion, First Impressions: Is Your Intake Process Welcoming To Prospective Clients Of Diverse Backgrounds
When a prospective client commences your firm’s intake process, will they feel that they are truly seen and heard, especially as they complete the intake form or questionnaire?
Perhaps the boilerplate form you’ve been using for years could be updated to reflect more diverse communities you’re now serving or desire to serve. Our moderator will guide the discussion as our panelists review and comment on sample law firm intake forms. Webinar attendees will leave with actionable steps on how to improve their own intake processes.
Keisha Garner, Esq.
Garner Law, PLLC
Ms. Garner focuses on family law, estate planning, probate, small business, and civil litigation.
Karl Chen, Esq.
CHEN Law, LLC
Mr. Chen focuses on business entity formation, estate planning, small business general counsel services, probate, guardianships, and trust administration.
Beyond Measure, LLC
Yolanda is the Founder and Executive Consultant of Beyond Measure, LLC where she focuses on workforce training and development. Yolanda is a proud graduate of Bowie State University, the oldest Historically Black College and University (HBCU) in Maryland. She holds a Master of Science in Organizational Leadership, a Maryland Mediation Certificate, and a Diversity Executive Certification.
Yolanda is described as a multi-faceted leader. She is highly skilled at nonprofit program development, juvenile and child welfare systems, cultural competence, leadership development, training facilitation, community relations, multi-sector partnerships and corporate social responsibility. Yolanda has led community initiatives with Verizon, Capital One, Merck, Home Depot, Anthem, and Netflix.