
Vol. 76, No. 12, December 
2003
State Bar of Wisconsin FY03 Annual Report
 Building on a Firm Foundation
Building on a Firm Foundation
Fiscal Year 2003 (FY03) marked the 125th anniversary of the State Bar 
of Wisconsin, as well as other legal history milestones. It was a time 
to reflect on the rich history of Wisconsin's legal community while 
preparing for the profession's future. The founding principles laid down 
in 1878 when the association was formed created a solid foundation on 
which the Bar continues to build today.
The State Bar Association of Wisconsin held its first meeting in the 
Wisconsin Supreme Court hearing room in the State Capitol on Jan. 9, 
1878. That meeting was reenacted in 2003 by the Wisconsin Law 
Foundation. Held in the newly restored supreme court hearing room, this 
historical exercise illustrated the pivotal role Wisconsin lawyers play 
in shaping the economic, physical, cultural, and political development 
of our state.
| Adapting to ChangeHistory tells a story and often points to the future. The State Bar has 
a story with 125 years of accomplishments. When I took office, I 
outlined three goals for my term: spearheading an effort to educate the 
public about the value lawyers bring to society; continuing the fight 
for government funding of civil legal services for the indigent; and 
improving diversity within the legal profession.As we delved into our history this year, in celebration of the State 
Bar's 125th anniversary, it was easy to see how today's efforts are tied 
to our organization's founding principles to serve our members, the 
judicial system, and the public. For instance: Continue | 
Over the year, the State Bar added to its legal history collection on 
WisBar, featured Wisconsin's legal past in convention programming and 
Wisconsin Lawyer content, and chronicled the Bar's history 
through a nine-foot-tall panel display.
Key events in FY03 include:
- implementing a "Branding the Profession" effort, a long-term public 
communications effort to educate the public about the value lawyers 
bring to their clients and communities
- reviewing issues related to multidisciplinary practice, 
multijurisdictional practice, and the unauthorized practice of law to 
gauge their impact on the profession, our justice system, and the 
public
- hosting the first continuing legal education seminar in webcast 
format
- updating our e-commerce technology on WisBar to conform to 
recognized Internet standards to offer users a more efficient online 
registration and product ordering system
- refining the strategic planning process to provide relevant services 
to members while maximizing limited resources
Due to space constraints, this report features only a sampling of the 
organization's many activities.
Membership Demographics
The number and diversity of State Bar members has changed 
significantly since 265 men signed the first membership roll 125 years 
ago. To illustrate, membership data from 2003 is compared to 1985 data 
the year comprehensive membership data collection began. Between 1985 
and 2003, membership increased by 49.3 percent. Resident members 
increased by 38.4 percent, while women entering the ranks of 
Wisconsin lawyers rose 194.5 percent. The accompanying chart provides a 
snapshot of the Bar's membership demographics in 1985 and 2003. With 
increased membership and growing diversification, the Bar's leadership 
strives to achieve balance among the varying needs of the 
profession.
To sustain and enhance the growing needs of a diverse membership, and 
to better serve a diverse public, the State Bar sponsors several 
diversity initiatives, including:
| Membership Demographics:A Snapshot
 | 
|  | 1985* | 2003 | 
| Gender: |  |  | 
| Males | 12,092 | 15,160 | 
| Females | 2,021 | 5,952 | 
| In/Out State: |  |  | 
| Residents | 10,653 | 14,743 | 
| Nonresidents | 3,485 | 6,369 | 
| Age: |  |  | 
| Under 30 | 1,666 | 1,406 | 
| 30 to 40 | 5,534 | 5,122 | 
| 41 to 50 | 2,760 | 5,732 | 
| 51 to 60 | 1,750 | 5,426 | 
| 61 to 99 | 2,403 | 3,426 | 
| Total Members: | 14,138 | 21,112 | 
| *Earliest year for which comprehensive member data is available. | 
Guidelines for the Review of Crimes and Ordinance Violations 
in Milwaukee County. A collaborative project of the Diversity 
Outreach Committee and the Milwaukee Bar Association's Community 
Relations Committee resulted in a new set of standards on how defendants 
are charged in nonfelony cases in Milwaukee County. The guidelines are 
designed to ensure equal treatment of similar offenses and to save 
taxpayer dollars.
Summer Clerkship Program. This summer, 19 first-year 
law students from the Marquette and U.W. law schools held clerking 
positions at law firms, corporate legal departments, and government 
agencies. The Committee to Encourage the Placement of Minority Lawyers 
oversees the project that provides practical exposure to legal 
environments. Now in its 10th year, nearly 140 students have benefited 
from this program.
Celebrating Diversity in the Legal Profession. E. 
Christopher Johnson Jr., vice president and general counsel of General 
Motors (GM) North America, was the keynote speaker at an annual luncheon 
program that showcases diversity efforts in the legal profession. The 
event is a collaborative project of the State Bar Diversity Outreach 
Committee's Diversity Counsel Program and the Wisconsin chapter of the 
American Corporate Counsel Association.
Diversity applies not only to gender, race, and ethnicity but also to 
the many practice areas of the law. State Bar members practice in nearly 
50 legal areas. In 2003 the top five practice areas were 
business/corporate, real property, criminal, estate planning/probate, 
and torts/personal injury law.
Enhancing Lawyer Competence
At its founding in 1878, the association created a legal education 
committee to focus on lawyer competence. Inspirational speeches at 
annual meetings eventually gave way to practical, bread-and-butter 
presentations and round-table discussions. That early commitment to 
life-long learning in the law continues today.
CLE Seminars
In a May 2003 member survey, State Bar CLE Seminars was again rated 
as one of the top values of Bar membership. In FY03, CLE Seminars 
collaborated with sections, committees, and professional organizations 
to produce 45 different titles, resulting in 58 live seminars and 394 
video presentations serving more than 14,000 registrants.
With an emphasis on providing current, relevant, and practical legal 
information in a convenient and timely manner, an average of 70 to 80 
programs are offered annually.
More than 40 seminars are already scheduled for FY04 on a variety of 
topics and by various delivery mechanisms.
Innovative Delivery Options for CLE. In using new 
technologies, the State Bar can save members time and money by offering 
CLE seminars in a variety of convenient formats, including by phone, the 
Internet, or by video. In FY03, more than 550 members registered for 
five separate telephone seminars for regular and ethics credits.
Members now can attend select seminars right from their desktops with 
new webcast technology. During webcast seminars, attendees receive a 
live video stream via a link accessed through computers. Slides and 
handouts can be downloaded prior to the program and participants can 
submit questions to presenters during the program's interactive portion. 
LegalSpan.com, a national online distributor of continuing legal 
education, is the State Bar's online CLE partner. Webcasts provide a 
special convenience to nonresident members seeking Wisconsin credit.
To meet the 'right-now' demands of the legal profession, CLE Seminars 
also is investigating technology that will allow for portable audio 
playback at the member's convenience.
CLE Books
CLE Books worked with more than 300 volunteer authors who contributed 
their expertise to producing:
- 34 supplements or new editions, including a supplement to 
Wisconsin Criminal Defense Manual, featuring information on the 
Truth-in-Sentencing legislation;
- an update to the Probate Document Assembly software;
- revisions of Appellate Practice and Procedure in Wisconsin, 
Eckhardt's Workbook for Wisconsin Estate Planners, 
Wisconsin Fair Dealership Law, and the Worker's 
Compensation Handbook; and
- the new Selected Wisconsin Public Utilities Statutes.
CLE Books is exploring partnership opportunities to develop online 
versions of its publications in addition to the traditional print and 
CD-ROM versions. Plans are to convert most of the print library into an 
online format by spring 2004.
2003 Annual Convention
Nearly 1,000 members gathered in May at the 2003 Annual Convention in 
Milwaukee at the Midwest Airlines Center to share expert advice and to 
socialize. Registrants earned CLE credits at programs sponsored by 
sections, divisions, and committees; networked with their colleagues; 
and heard national speakers on current legal topics. In addition to 
presenting an array of educational and social options to attendees, the 
2003 convention provided a glimpse of the past as the legal profession 
celebrated several anniversaries: Wisconsin Supreme Court 150 years; 
State Bar of Wisconsin 125 years; and Wisconsin Court of Appeals 25 
years.
The 2004 State Bar Annual Convention will be held May 5-7 at the 
Monona Terrace Convention Center in Madison.
Delivering Services to Our Members
The State Bar is committed to providing services that are relevant 
and useful to members. It regularly conducts a member survey to obtain 
feedback, gauge satisfaction, and rate its customer service efforts. A 
total of 382 resident and 226 nonresident members participated in a May 
2003 membership survey. Key highlights indicate that:
- members believe that the State Bar is responsive to issues facing 
the legal profession
- respondents rate the Bar as doing a very good job of handling 
customer service
- more than eight in 10 respondents think the State Bar provides 
adequate opportunity to get involved in Bar activities
Members consistently rank CLE Seminars, the Wisconsin Lawyer 
magazine, and the Wisconsin Lawyer Directory as the most highly 
valued benefits of State Bar membership.
Issues Facing the Legal Profession
Throughout FY03, the Board of Governors' discussion focused on 
multidisciplinary practice (MDP) and related future of the profession 
issues. In November 2002 the board acted on MDP Commission 
recommendations on three interrelated topics:
- Multidisciplinary Practice Rather than seek to 
amend Wisconsin's Rules of Professional Responsibility to allow 
Wisconsin lawyers to partner with and share legal fees with nonlawyer 
professionals, the board directed the Executive Committee to monitor 
developments in other states and report back in November 2003.
- Unauthorized Practice of Law (UPL) The board voted 
to petition the Wisconsin Supreme Court to form a committee to further 
define the practice of law and develop more effective enforcement 
mechanisms for prosecuting UPL. A public hearing is scheduled for the 
fall 2003 session.
- Ancillary Business Practices Before it could decide 
whether to seek amending the Rules of Professional Responsibility to 
clarify whether lawyers can own ancillary businesses, the board cited 
the need to define law-related services, and set forth criteria to 
determine proper notice to clients of contractual or business ownership 
arrangements.
WisBar
Work continues on a complete revamp of the State Bar's member-focused 
Internet site WisBar. With an average of nearly one million page views 
per month, WisBar provides electronic access to legal resources and 
information.
Work begun in FY02 to identify goals, issues, and priorities, 
continued in FY03 with additional user research and prototype design and 
testing. As part of this work to bring WisBar up to Internet e-commerce 
standards, the State Bar will soon launch an improved online storefront 
called Marketplace. Marketplace provides secure online transactions 
using up-to-date encryption features, and allows members to efficiently 
search for and purchase products and register for seminars online, among 
other features.
The redesigned WisBar will feature an improved search engine and 
navigation and the ability to track CLE credits and will cure other 
known usability issues.
Wisconsin Lawyer/Directory
The Wisconsin Lawyer and Wisconsin Lawyer Directory 
are recognized as professional, high-quality publications by the ABA and 
other bar associations. In FY03, Wisconsin Lawyer known for 
most of its life as Wisconsin Bar Bulletin celebrated its 75th 
anniversary by including "From the Archives," a monthly column of 
snippets from past issues, while continuing to provide substantive 
articles, how-to columns, notices of supreme court orders and rule 
changes, digests of supreme court and court of appeals decisions, and 
other timely content.
State Bar members receive a free copy of the Wisconsin Lawyer 
Directory that includes lists of members, law firms, courts, 
selected state offices, Bar information, an index to the previous year's 
Wisconsin Lawyer, the Lawyer-to-Lawyer Directory, and more.
Electronic Communications
Recent membership surveys indicate that lawyers are growing more 
comfortable with and often prefer to receive some types of information 
electronically. In response to member preferences in how they receive 
association information, the State Bar more often relies on electronic 
communication to deliver information in a timely and cost-effective 
way.
More than 9,000 members subscribe to 90 electronic mailing lists, and 
5,100 members subscribe to WisBar's Caselaw Express, receiving free 
weekly case law updates by email. Sections, divisions, and committees 
also are exploring or beginning email delivery of their newsletters.
In April 2003 the State Bar began emailing monthly the 60-Second CLE 
Update, announcing upcoming CLE seminars and highlighting developments 
in CLE books.
Ethics Guidance
Ethics opinions of the Bar's Professional Ethics Committee apply the 
Rules of Professional Conduct for Attorneys to specific factual 
situations. Although not binding, these ethics opinions, as well as 
ethics articles published in Wisconsin Lawyer, are important 
sources of ethics guidance for Wisconsin lawyers. The Bar also offers an 
Ethics Hotline to immediately assist lawyers in 
interpreting and applying the rules to their practice situations. In 
FY03 the State Bar's Ethics Hotline attorney handled 1,551 calls.
Assistance for Troubled Professionals
The Wisconsin Lawyers Assistance Program (WisLAP) 
provides assistance to lawyers, judges, law students, and their families 
in coping with alcoholism and other chemical addiction, depression, 
anxiety, and problems related to the stress of practicing law. Calls to 
WisLAP remain completely confidential and are exempt from reporting 
professional misconduct to the Office of Lawyer Regulation.
Local Bar Support
The State Bar supports county, regional, and specialty bar 
associations in their efforts to improve the justice system and the 
practice of law by conducting strategic planning sessions, providing 
speakers for programs, maintaining resource files with successful 
program and project ideas, assisting in setting up local volunteer 
hotlines and Law Day activities, and sponsoring an annual Bar Leaders 
Conference and the Local Bar Grant Competition.
Wisconsin Bar Leaders Conference. More 
than 50 leaders representing 39 local and specialty 
bar associations shared their successes and challenges at the 
2003 Wisconsin Bar Leaders Conference in April at the State Bar 
Center. Workshops and breakout sessions offered programs 
to help bar leaders develop skills and strategies to move their 
associations forward, especially in retaining and recruiting 
members.
Shaping the Law
In his speech at the Association's founding in 1878, Chief Justice 
Edward G. Ryan said, "The profession which is educated in the common 
law, and has mastered it as a service, ought to have an influential 
voice in all legislation which modifies or repeals its rules." The State 
Bar continues to work to ensure policymakers know how legislation 
affects the courts, the legal profession, and the public lawyers 
serve.
Government Relations
At its center, the State Bar's government relations program is a 
member and public service. The Board of Governors, section governing 
boards, and the government relations staff engage in a variety of 
legislative activities, from monitoring bills introduced in the 
Legislature, to coordinating research related to law reform, to working 
to protect individual rights. The government relations program was 
successful in FY03 on several important issues, including:
- fighting to remove provisions from the 2003-05 Budget bill that 
would have lowered the personal needs allowance, the spousal 
impoverishment asset limit, and the amount that can be put into an 
irrevocable burial trust;
- restoring positions in the State Public Defender's (SPD) 
office;
- working to keep funding for federal and state civil legal 
services;
- working to include provisions on fees for medical record photocopies 
in the 2002-03 Budget Reform bill;
- increasing funding for the private bar line of the SPD's budget in 
the 2002-03 Budget Reform bill; and
- promoting the enactment of follow-up implementation provisions for 
the Truth-in-Sentencing law, to allow for sentence modifications in 
certain cases.
The Lawyers Legislative Action Network (LLAN) is the 
State Bar's free legislative grassroots program that keeps State Bar 
members informed on developing legislation so members can keep lawmakers 
in touch with the legal profession and the public it serves. Volunteers 
in LLAN work diligently to ensure that the state Legislature and 
Congress are aware of the impact of legislation on the courts, the 
profession, and the public. LLAN's success is evident in many ways, 
including the regular requests it receives from legislators, lawyers, 
the public, and the media seeking information on important legal 
issues.
The Bar's government relations team produces Capitol Update 
on WisBar, an online service that informs members about federal and 
state legislation that affects the legal profession and justice system. 
From the Capitol Update page, visitors to the site can track 
bills, review the legislative session calendar, email legislators, 
participate in discussion groups, and review State Bar and section 
positions on legislative issues.
Recognizing Congressional Leadership. In July and 
August 2002, the State Bar recognized several key members of our 
Wisconsin congressional delegation for their efforts as members of the 
House and Senate Judiciary committees and for efforts to establish a new 
federal district court in Green Bay. The April 2003 Wisconsin 
Lawyer featured the lawyer members of our Wisconsin congressional 
delegation.
Court Relations
The State Bar plays an important role in advising the courts on 
issues affecting the practice of law in Wisconsin. In FY03 Bar 
leadership testified on several petitions, including:
- supporting a petition to amend the rules of appellate 
procedure;
- pposing a petition relating to voluntary dismissals by the court of 
appeals;
- opposing a petition that would forbid the stipulated reversal or 
vacatur of lower court decisions; and
- supporting a petition to allow for the citation of unpublished 
opinions.
Serving the Public
Pro Bono and Community Service. According to a May 
2003 State Bar member survey, the estimated annual value of time donated 
to public service/pro bono activities by Wisconsin lawyers actively 
practicing law is more than $86 million. Lawyers help their communities 
in myriad ways providing free legal advice, participating on boards and 
committees, or assisting with Habitat for Humanity projects, for 
example. Research from the State Bar's branding initiative shows that 
the public values lawyers who give to their communities.
Wisconsin Pro Bono Initiative. Throughout much of 
FY03, the Legal Assistance Committee worked to develop a coordinated, 
statewide pro bono initiative with a focus on collaboration with the 
judiciary, grassroots efforts, and local control with pro bono efforts 
organized under the auspices of the judiciary in each of the 10 
Wisconsin circuit court judicial administrative districts. This 
initiative offers the Bar the opportunity to lead the nation in 
providing meaningful public access to the justice system. The Board of 
Governors will receive the project business plan and funding request in 
fall 2003.
Continuing in its commitment to provide legal services to low-income 
citizens, the State Bar's Team Pro Bono volunteers 
provide free or reduced cost legal services to prescreened clients. 
Through a partnership with Lexis/Nexis, in FY03 the State Bar offered 
free computerized legal research to attorneys performing pro bono 
service.
Interest on Lawyers Trust Accounts (IOLTA). The 
State Bar closely monitored a U.S. Supreme Court case in March 2003 that 
resulted in a 5-4 ruling to uphold the use of Interest on Lawyers Trust 
Accounts (IOLTA). Since 1986, Wisconsin lawyers have deposited client 
funds into IOLTA accounts. The Wisconsin Trust Account Foundation 
(WisTAF) uses the interest earned in IOLTA accounts to fund legal 
services for the indigent, amounting to nearly $1.5 million 
annually.
Law-related Education
Mock Trial Tournament. The State Bar High School 
Mock Trial Tournament attracted 600-plus attorneys and judges statewide 
who volunteered their time and expertise to make the FY03 program a 
success. In addition to attorneys, judges, and justices, more than 160 
teachers and 28 regional coordinators helped organize the tournament, 
made up of 167 teams. The mock trial program continues to be one of the 
Bar's most visible public education efforts.
Mock trial sponsors include the Legal Auxiliary of Wisconsin, the 
U.W. Extension, the Wisconsin Association of School Boards, the 
Wisconsin Law Foundation, and individual attorneys and citizens. 
Rhinelander High School won the state competition and then went on to 
place eleventh nationally at the National High School Mock Trial 
Championship held in New Orleans in May.
Justice Teaching Institute. In February, 28 high 
school teachers participated in the third annual Wisconsin Justice 
Teaching Institute. Assisted by supreme court justices, circuit court 
judges, attorneys, and university professors, the teachers took part in 
a sentencing exercise and analyzed actual supreme court petitions, 
culminating with a moot court activity held at the Wisconsin Supreme 
Court. The institute is a partnership between the State Bar's 
Law-related Education Committee, the Wisconsin Supreme Court, and the 
U.W. Department of Curriculum and Instruction.
Project Citizen. During FY03, the State Bar 
cosponsored the "We the People, Project Citizen" competition a hands-on 
civic education program for middle school students to promote competent 
and responsible participation in state and local government.
The competition attracted 12 public policy portfolios represented by 
one elementary school, six middle schools, and one 4-H club to the State 
Bar Center for two days of judging. Panels of judges state legislators, 
government leaders, and marketing professionals scored the portfolios 
and hearings. Madison's Crestwood Elementary School scored the highest 
and was invited in July to showcase its portfolio at the National 
Conference of State Legislatures in San Francisco. Project Citizen was 
sponsored by the Wisconsin Law Foundation, the State Bar of Wisconsin, 
the Center for Civic Education, the National Conference of State 
Legislatures, and the U.S. Department of Education.
We the People ... The Citizen and the Constitution. 
In addition to numerous Wisconsin schools using We the People materials, 
eight schools participated in a mock congressional hearing in January by 
testifying at the State Capitol before panels of teachers, lawyers, 
elected officials, and community leaders. Teams were asked questions to 
test their knowledge on the Constitution. The winning school, Wauwatosa 
East High School, went on to represent Wisconsin at the national 
tournament in Washington, D.C., in May.
In FY03 the State Bar's Law-related Education Committee hosted the 
We the People Summer Institute. The weeklong intensive 
program is based on We the People curriculum, designed to promote a 
deeper understanding of the Constitution and the Bill of Rights. The 
goal is to promote civics competence and responsibility among 
elementary, middle, and secondary school students. Twenty-three teachers 
from across the state participated. In existence since 1987, We the 
People is a national program directed by the Center for Civic Education 
and funded by the U.S. Department of Education.
Media Relations
The State Bar maintains an ongoing program to create, develop, and 
exchange information with attorneys, the courts, the general public, the 
news media, and other organizations to enhance the public's 
understanding of the law and the role of lawyers in society. As part of 
that program, in FY03 the Media Law Relations Committee hosted the 
fourth annual Courts & The Media Seminar that 
engaged nearly 50 legal, judicial, and media professionals in a 
role-reversal exercise and facilitated discussion to foster better 
understanding of one another's roles in our justice system. The 
committee also helped produce the fourth edition of the News 
Reporters' Legal Handbook in cooperation with the Wisconsin 
Broadcasters and Wisconsin Newspaper associations. The handbook helps 
journalists understand the legal and judicial process.
In October 2002, the State Bar hosted at the State Capitol a 
moderated candidates' forum between the Republican and Democratic 
candidates for attorney general, attracting a good crowd that supplied 
an abundance of questions for the candidates. It was jointly sponsored 
by the State Bar, Madison radio station WTDY-AM 1670, and online news 
service Wispolitics.com.
In conjunction with the State Bar's annual Judicial-Teacher Education 
Training Institute in February 2003, the State Bar hosted a supreme 
court candidates' forum at the State Bar Center. The moderated forum was 
jointly sponsored by the State Bar and online news service 
Wispolitics.com.
Programs for Public Access
Local Bar Grants. The Local Bar Grant 
Competition Committee continued to award funds to local and 
specialty bar associations that develop public service projects having 
statewide application. In FY03, $8,000 was awarded for grant 
projects, including: producing an instructional videotape/DVD for 
assisting pro se litigants through the divorce process; developing 
a publicity program for the Free Legal Clinic in Eau Claire County; 
archiving historical information in the U.S. District Court for the 
Eastern District of Wisconsin; and producing an instructional DVD for 
pro se litigants requesting temporary restraining orders and injunctions 
relating to domestic abuse and harassment. Achievement awards were 
presented to 10 local and specialty bar associations that successfully 
completed projects between 2001 and 2003.
Clients' Security Fund. The Wisconsin Supreme Court 
established the Clients' Security Fund in 1981 to reimburse people who 
lost money due to dishonest acts of attorneys. All active 
Wisconsin-licensed attorneys subsidize the fund through an annual 
assessment of up to $25.
In FY03 the committee acted on 21 claims against 14 
attorneys. Of these, 12 were approved for reimbursement (totaling 
$118,050),  eight  were denied, and  one was deferred 
to FY04. With the FY03 assessment at $20, this put the fund in a 
sound fiscal position enabling the FY04 rate to be set at $0, the lowest 
since 1997.
Lawyer Referral and Information Service. In FY03 the 
public continued to benefit from attorneys registered with the State 
Bar's Lawyer Referral and Information Service (LRIS). LRIS matches 
Wisconsin lawyers with clients who are in need of legal help. With a 
phone call to the State Bar or a visit to LegalExplorer.com, the Bar's 
consumer Web site, consumers are connected to experienced legal 
assistants who screen calls and refer eligible callers to an LRIS panel 
attorney; the remaining callers are given information or referred to a 
community agency or other legal resource. In FY03, LRIS referred cases 
worth more than $2 million in fees for attorneys.
In addition to LRIS, the State Bar also conducts Lawyer 
Hotline telephone sessions statewide so that callers can 
receive information or advice from hotline attorneys on a variety of 
legal problems. For more than 20 years, the hotline has fielded hundreds 
of calls annually through the volunteer efforts of State Bar 
members.
Executive's Message
Charting the Future
Building on the work begun in FY02, the State Bar has put intensive 
effort this year into creating an effective strategic plan. The 
Strategic Planning Committee has improved the rudder that guides our 
ship, steering the Bar toward being managed more like a business. The 
nine-goal plan will help guide Bar leaders in providing members with 
relevant and useful services while maximizing the use of resources.
A properly executed plan helps provide the tools to overcome 
challenges currently facing the Bar. As we learn to thrive in an 
environment with increasingly limited resources, rising costs, and 
strapped revenue streams, our decision-making needs to be visionary, 
focused, and balanced.
We will pursue excellence while also forging ahead with our goals and 
objectives. Our ultimate mission is to improve the administration of 
justice and the delivery of legal systems, and to promote the 
professional interests of Wisconsin lawyers. This is a dynamic process 
that will change over time.
George C. Brown, executive director
FY03 State Bar's Strategic Goals
1. Provide services that are relevant and useful to members.
2. Improve public access to the legal system.
3. Assist in the development of the law.
4. Advance the ethical values of the legal profession.
5. Increase public understanding of the rights and responsibilities 
of citizens under the law, and of the vital roles of courts, judges, 
jurors, and lawyers in the administration of justice.
6. Increase and diversify participation in the legal profession.
7. Foster a collaborative relationship among judges and 
attorneys.
8. Improve the operations of the Bar.
9. Improve financial stability.
Branding the 
Profession
Wisconsin Lawyers: Expert Advisers. Serving You.
Even as early as the Bar's founding in 1878, lawyers decried their 
poor public image. In May 2002, following much research, the State Bar 
debuted a long-term, concerted effort to brand the legal profession ... 
that is, consistently use a unified message to educate the public about 
the value lawyers bring to their clients and their communities.
The message mirrors three key qualities that the public values most 
about lawyers: expert advice, problem solving, and community service. To 
be effective, the supporting messages and tag line Wisconsin Lawyers: 
Expert advisers. Serving you. must be repeated and sustained over time. 
As part of the effort, the State Bar produced a tool kit to offer 
lawyers, law firms, and local bars assistance in incorporating the brand 
into their communications.
In FY03, the Bar focused on implementing the brand, including:
- incorporating the brand in the Bar's communications, including all 
communications with the public and media, consumer pamphlets, press 
releases, and law-related education efforts and materials;
- developing grass roots support and involvement of the legal 
community in integrating the brand in their communications, including 
distributing tool kits to Bar members and encouraging their use of free 
logos and public image ads in their marketing materials. As an example 
of such use, the Wisconsin Hispanic Lawyers Association has translated 
the tag line into Spanish;
- commencing paid media placements, including regular sponsorship 
announcements on Wisconsin Public Radio, producing more than 8 million 
impressions; and billboard ads in the Fox Valley and Green Bay area 
promoting Wisconsin lawyers as experts, driving the public to the State 
Bar's consumer Web site LegalExplorer.com, which averages 40,000 page 
views per month. The billboards produced more than 5.2 million gross 
impressions. In addition, a 30-second message ran on the Wisconsin Radio 
Network on May 1 Law Day, promoting a guide educating consumers about 
end-of-life issues. A total of 318 messages were broadcast six times 
reaching nearly one million prime-time listeners. The Bar has received 
additional media attention, earning TV, radio, and newspaper coverage 
based in large part on President Pat Ballman's media outreach 
efforts.
President-elect's Message
Moving Forward
As the State Bar begins its 126th year, it is important that we 
remember our founding principles why we exist as an organization and who 
we serve, and apply those principles in deciding all that we do to meet 
today's challenges. A partial list of our goals for the upcoming year 
includes:
- Training new lawyers in the art and folkways of law practice, 
because not every new lawyer has the benefit of mentoring. "Building for 
Success: The Ultimate 'How-to' Guide for New and Not-So-New Lawyers," in 
which prominent judges and lawyers will address topics of special 
interest to new lawyers, will be offered in January.
- Helping members to succeed by meeting their law practice management 
needs. The Bar will entertain a proposal from the Law Practice 
Management Assistance Program Working Group an advisory group 
representing diverse entities from inside and outside the Bar to 
establish a comprehensive law office management assistance program that 
will coordinate and provide related resources.
- Lawyers are good people who sometimes need help in coping with 
dysfunctional behaviors. The Bar will consider a proposal to expand the 
Wisconsin Lawyers' Assistance Program, which provides confidential 
assistance to lawyers coping with a broad range of behaviors before they 
come to the attention of the OLR.
- Because no system of justice can long survive that serves some but 
not all, the Bar will consider a proposal from the Legal Assistance 
Committee to implement a coordinated, statewide pro bono initiative with 
a focus on collaboration with the judiciary, grass root efforts, and 
local control.
- Our profession stands to defend the courts and our way of justice. 
Additional goals include analyzing the Bar's lobbying efforts to 
evaluate the best use of our resources; reviewing how to implement 
recommendations from the ABA study on the increasing politicization of 
judicial races; and studying issues of civility within our profession 
and justice system.
Finally, we must thoroughly study our dues structure and how the Bar 
can do better for its members. Our goal is to operate in a business-like 
fashion in helping our members succeed in their practice.
George Burnett, president-elect, State Bar of Wisconsin, July 1, 2002 
June 30, 2003
Fiscal 2003 Financial Results at a Glance 
...
| Revenues: |  |  | Expenses: |  | 
| Education and Information | 3,568,089 |  | Education and Information | 2,717,247 | 
| Communication | 453,576 |  | Communication | 1,301,385 | 
| Membership | 482,129 |  | Membership | 1,093,501 | 
| Government and Public Relations | 5,338 |  | Government and Public Relations | 437,536 | 
| Affiliates | 276,998 |  | Affiliates | 310,024 | 
| Governance | 0 |  | Governance | 242,164 | 
| Finance and Administration | 3,957,357 |  | Finance and Administration | 1,800,814 | 
| Sections | 216,925 |  | Sections | 216,882 | 
| Divisions | 18,455 |  | Divisions | 185,460 | 
| Committees | 2,750 |  | Committees | 388,872 | 
| Total Revenues: | 8,981,617 |  | Total Expenses: | 8,693,885 | 
|  |  |  |  |  | 
|  |  |  | Excess of Revenues over Expenses: | 287,732 | 
|  |  |  | Total Fund Balances, 6/30/02: | 5,729,612 | 
|  |  |  | Total Fund Balances, 6/30/03: | 6,017,344 | 
 
Fiscal 2003 Revenues

Statement of Financial Position at June 
30, 2003
| ASSETS |  |  | 
| Cash and cash equivalents | 2,395,795 |  | 
| Certificates of deposit | 891,000 |  | 
| Accounts receivable | 387,665 |  | 
| Campaign pledges 
receivable | 22,764 |  | 
| Inventories | 179,699 |  | 
| Prepaid expenses | 137,348 |  | 
| Total current assets: |  | 4,014,271 | 
| Long-term investments |  | 1,280,018 | 
| Land | 724,934 |  | 
| Building and improvements | 3,774,447 |  | 
| Furniture and equipment | 2,280,283 |  | 
|  | 6,779,664 |  | 
| Less: accumulated 
depreciation | (1,653,773) |  | 
| Total land, building and 
equipment |  | 5,125,891 | 
| TOTAL ASSETS |  | 10,420,180 | 
 
| LIABILITIES AND FUND BALANCES |  |  | 
| Membership fees and dues in advance | 1,938,328 |  | 
| Revenue in advance | 412,943 |  | 
| Due to Boards of Attorneys Professional Responsibility and Bar 
Examiners | 1,157,422 |  | 
| Due to Clients' Security Fund | 458,873 |  | 
| Accounts payable | 174,527 |  | 
| Accrued liabilities | 233,875 |  | 
| Other | 26,868 |  | 
| Total liabilities: |  | 4,402,836 | 
|  |  |  | 
| Unrestricted fund balance - General Fund | 5,431,720 |  | 
| Unrestricted fund balance - Sections Fund | 246,933 |  | 
| Temporarily Restricted net assets | 338,691 |  | 
| Total fund balances: |  | 6,017,344 | 
|  |  |  | 
| TOTAL LIABILITIES AND FUND BALANCES |  | 10,420,180 | 
 
Wisconsin 
Lawyer