LOMAP and Ethics
 . . . On the Road™

LOMAP's annual traveling seminar focuses on the issues you face in the daily operations of your solo or small-firm practice. Pete Roberts, David Powell, Cheryl Heuett and Rita Swanson bring this course to WSBA members and their staff throughout the year.

About the Speakers

Peter Roberts has 18 years of experience as a legal administrator in law firms in Washington, D.C., New Hampshire, Boston, and Seattle.  Peter has his MBA from The College of William & Mary and a Certificate as Small Business Webmaster from the University of Washington. He is a frequent speaker and has consulted with over 350 WSBA members in Washington, Idaho, and Oregon. Since 2001, Peter is Practice Management Advisor in the Law Office Management Assistance Program (LOMAP) of the Washington State Bar Association. 

Cheryl Heuett is a Senior Auditor and has been with the WSBA since  2005. She performs "for cause" audits and assists with random examinations and educates attorneys about the trust-account rules and regulations. She received her B.A. from Boise State University (1981) and her J.D. from the University of Idaho (1984). She was a staff accountant at the Bellevue CPA firm of Shimizu & Shimizu for five years prior to joining the auditing staff at WSBA in 2005.

Rita Swanson is the WSBA Audit Manager.  Her main responsibilities include conducting "for cause" audits, overseeing the Association's random examinations, investigating grievances involving trust account violations, and educating lawyers and their staff as to the trust account rules and regulations.  Rita is a Certified Public Accountant and prior to joining the Bar Association she was a manager in a local public accounting firm.

David Powell is the Professional Responsibility Counsel for the Washington State Bar Association.  He has a B.A. from the University of Chicago and a J.D. from Washington University, St. Louis.  David has been a lawyer for 14 years, mostly in private practice.  After a 2004/2005 stint as a Disciplinary Counsel at the Washington State Bar Association, David began sharing duties with Professional Responsibility Counsel Christopher Sutton in 2007. Upon Mr. Sutton's February 1, 2008 retirement, David began acting as Professional Responsibility Counsel on an interim basis. David accepted the full-time position in June, 2008.   He is licensed in both Washington and Oregon.