How The First Amendment Saved DEI Training in Florida

Published: December 2024

By: Bryan Anderson

Imagine private employers, with a diverse employee population, that are committed to treating all of their employees fairly in hiring, pay and promotion and wanting to combat institutional racism and sexism. To this end, the employers want to institute a formalized diversity, equity and inclusion (DEI) training program that will cover topics including advancing women in business, as well as understanding gender expansiveness and institutional racism. The employers want to encourage employees to be open to this information, to reflect upon it, and to be attentive to biases in hiring, pay and promotion decisions. These were the intentions and plans of Honeyfund.com, Inc. and Primo Tampa, two Florida companies.

Is mandatory training like this something employers should be allowed to do if they choose, or should it be prohibited?

Florida’s Stop WOKE Act Prohibited Anti-Racism Training

In 2022, Florida answered this question in favor of prohibiting such training by enacting the “Individual Freedom Act”, referred to as the Stop WOKE Act.  It was one of several laws enacted in 2022 as part of the Governor DeSantis’s and Legislature’s efforts to define and prohibit “woke ideology.”  

For some, the term “woke” describes awareness particularly about history, oppression, and social justice issues.  For others, “woke” is a pejorative expression used to denounce progressive action and certain teachings about race.

Florida’s governor championed the “Stop WOKE Act” as standing up against what he called “indoctrination.”  He frequently referred to the law during his ultimately unsuccessful run for president, with the slogan that Florida was where “woke goes to die.”

How Florida’s Law Defined and Prohibited a Specific Viewpoint on Racial Justice

Without discussion of the actual prevalence or demonstration of any harms caused by anti-racist employee training, Florida’s Governor and Legislature decided it was a problem that had to be solved and acted to prohibit such.

The Florida state government’s intention to prohibit employers from teaching employees this specific point of view is clear on the face of the statute.  The law prohibits mandatory training or instruction by employers on eight concepts involving race and racial equity, including the concept of affirmative action as a remedy for racial discrimination.  The law does not, on the other hand, prohibit training that advocates against the racial equity concepts.

The Employee Training “Stop WOKE” Provisions Violate the First and Fourteenth Amendments

During August 2022, in the matter of Honeyfund.com, Inc. v. DeSantis, 622 F.Supp.3d 1159 (N.D. Fla. 2022), Chief Judge Walker of the U.S. District Court for the Northern District of Florida issued a preliminary injunction blocking the state from enforcing the “Stop WOKE” Act’s prohibitions on mandatory workplace activities and trainings, agreeing with the Honeyfund and the other plaintiffs that the Act “discriminates on the basis of viewpoint in violation of the First Amendment and is impermissibly vague in violation of the Fourteenth Amendment.” Id. at 1185.

Appealing the injunction order to the U.S. District Court of Appeals for the 11th Circuit, the State of Florida took the position that the Stop WOKE Act provisions at issue did not improperly regulate speech, but rather prohibited unlawful conduct defined as mandatory employee meetings expressing anti-racist viewpoints listed in the statute.  The state disputed that the law violated speech rights, saying that it regulated “conduct.” Florida said businesses could still address the targeted concepts in workplace training — but couldn’t require employees to take part.

The 11th Circuit issued its decision in Honeyfund.com Inc. v. Governor, 94 F.4th 1272 (11th Cir. 2024) on March 4, 2024 upholding the district court’s preliminary injunction order.  The court wrote that “[t]his is not the first era in which Americans have held widely divergent views on important areas of morality, ethics, law and public policy.”  Id. at 1275. The court further stated “[a]nd it is not the first time that these disagreements have seemed so important, and their airing so dangerous, that something had to be done. But now, as before, the First Amendment keeps the government from putting its thumb on the scale.” Id.

The 11th Circuit rejected the state’s claims that it sought to regulate conduct rather than a viewpoint expressed in speech.  It described the law as the “latest attempt to control speech by recharacterizing it as conduct. Florida may be exactly right about the nature of the ideas it targets. Or it may not. Either way, the merits of these views will be decided in the clanging marketplace of ideas rather than a codebook or a courtroom.” Id.

The court wrote that “[b]y limiting its restrictions to a list of ideas designated as offensive, the act targets speech based on its content.  The court continued, “[a]nd by barring only speech that endorses any of those ideas it penalizes certain viewpoints – the greatest First Amendment sin.” Id. at 1277.

On remand in July 2024, Chief Judge Walker granted a permanent injunction against enforcement of the Stop WOKE Act’s workplace training provisions. The order granting the injunction states that the law “violates free speech rights under the First and Fourteenth Amendments to the US Constitution.”

The permanent injunction ended several years of uncertainty for Florida employers, employees, attorneys and consultants engaged in diversity, equity and inclusion training.  Honeyfund.com, Primo Tampa, LLC and other Florida employers are now free to provide such training without fear of being found in violation of Florida law.

The Civil Rights Trail: A Trip Every Lawyer Should Take

Alabama?!  Why not a nice beachside hotel or an Orlando resort?  People were puzzled.  Why had I chosen the civil rights sites in Alabama as the destination for the annual retreat of the ADR Section of The Florida Bar?  My explanation came from the heart: voluntary bar organizations can and should do more to offer members deeper shared experiences that teach, inspire, connect and renew.  So, in September, fifteen of us set out on a four-day trip to Montgomery, Birmingham, and Selma.

Day 1, Montgomery.  Our trip began at Dexter King Memorial Church, where Rev. Dr. Martin Luther King, Jr. served as pastor from 1954 to 1960.  Our guide was the Hon. Vanzetta Penn McPherson,[1] a retired federal magistrate judge and a member of the congregation.  Judge McPherson wove her own story as a child in Montgomery with deep love of her church and her knowledge and passion for the law into an unforgettable experience.

Day 2, Birmingham.  We walked through Kelly Ingram Park, where in 1963, marchers—including the young marchers of the Children’s Crusade—were attacked by police with tear gas, dogs, and water cannons.  Our tour of the Birmingham Civil Rights Institute (BCRI) provided a history lesson on national and local events.  Over a delicious BBQ lunch, our historian-guide, Mr. Charles Woods III, facilitated a thought-provoking discussion about the difference between being “non-racist” and “anti-racist.”[2]  Our day concluded with a tour of the 16th Street Baptist Church.  Its 1963 bombing killed four little girls, and the horrified response helped drive the passage of the 1964 Civil Rights Act.  Three members of the Ku Klux Klan were convicted, but justice took years; one man was found guilty of the bombing in 1977 and two more were convicted in 2001.[3]

Day 3, Selma. Together, we walked across the Edmund Pettus Bridge, the launch point for the five-day Selma to Montgomery march and site of Bloody Sunday, March 7, 1965, where marchers were attacked by police and firefighters with water cannons and dogs.  Next year will mark the 60th anniversary[4] of this pivotal event.

That afternoon, we visited the Equal Justice Initiative’s (EJI) “Legacy Sites,”[5] an incredible, internationally recognized museum complex consisting of the Legacy Museum, the National Memorial for Peace and Justice, and the Freedom Monument Sculpture Park.  The Legacy Sites connect the terror and injustice of slavery, lynching, segregation, and mass incarceration, with a powerful belief that reconciliation and healing require truth and justice.  “[The Legacy Sites are] a must see for any lawyer who believes in the rule of law and the promises in our Constitution,” said Ret. Judge Lester Langer.  The most powerful elements of the Legacy Sites highlight the moments where the promises of the 13th, 14th, and 15th amendments of the Constitution were not upheld.  Included in the Memorial were the names of two men lynched in Palm Beach County:  Henry Simmons (June 7, 1923) and Samuel Nelson (September 26, 1926),[6] along with jars of soil from the sites here in our county where they were murdered.

On our final morning in Montgomery, we had the privilege of viewing the city through the eyes of Wanda Battle.  Now 68 years old, Ms. Battle grew up in West Montgomery and was a child during the civil rights era.  Among her neighbors were Rosa Parks, the local NAACP’s Secretary and seamstress whose arrest in 1955 inspired the organization of the Montgomery Bus Boycott, which catapulted the 26-year-old Dr. King into leadership, lasted 381 days and involved around 40,000 members of the community. Ms. Battle also shared her personal history of “the aftermath” when her family was displaced in the 1970s by urban renewal, their home purchased for $3,500 and destroyed by the construction of a highway routed through West Montgomery.  With a deep generosity of spirit, she guided us through a conversation about how we each experience segregation in our own lives, and when we connected with people beyond our own community.

Travel can be transformative, and plant seeds that grow for the rest of our lives. Ashlee Pouncy, who travelled with her mother, said “[T]here is no comparison to standing in the place where history was made[. …] This trip was more than a retreat, it was a lesson in finding a way forward, even when it seems impossible – a valuable lesson for all ADR professionals.”

 

The ADR Section plans to organize this trip on an annual basis. It will be open to any member of the Bar who wishes to participate.

 

Ana Cristina Maldonado is the 2024-2025 Chair of the ADR Section of The Florida Bar.  A full time neutral for 13 years, she is currently Associate Professor at Nova Southeastern University’s Shepard Broad College of Law.

 

[1] https://www.almd.uscourts.gov/oral-histories-profiles/judge-vanzetta-penn-mcpherson

[2] A non-racist believes in the equality and rights of all races but looks away when injustices occur, or derogatory language is used against blacks or non-whites. An anti-racist calls out that behavior and seeks to change it.  Woods challenged us to be anti-racist and to speak out.

[3] A 2017 panel with the attorneys who prosecuted the 16th Street Church bombing is available at https://www.youtube.com/watch?v=oiGf1RCvguw

[4] https://www.selmajubilee.com/

[5] https://legacysites.eji.org/

[6] https://pbcremembrance.org/history.htm

Ethical Rule Changes for Mediators

Amendments to the Florida Rules for Certified and Court-Appointed Mediators were adopted by the Supreme Court of Florida on September 12, 2024 (hereinafter “Amendments”). (See, Order No. SC2023-1537). The Amendments went into effect on January 1, 2025. Significantly, the Court has provided guidance on what constitutes a “clear conflict of interest”, as well as other clarifications. Mediators and counsel alike should take time to be familiar with the Amendments.

First, Rule 10.340(d) has been added to limit and define what constitutes a clear conflict of interest. These circumstances are as follows: (1) the mediator (or the mediator’s spouse or domestic partner) is related by blood, adoption, or marriage to a person within the third degree of relationship to one of the mediation participants or a participant’s spouse or domestic partner; (2) the mediator previously provided services (other than mediation services) for, or represented one or more of the mediation participants in, the current case or dispute at issue in the mediation; or (3) the mediator is currently providing services (other than mediation services) or representing one or more of the mediation participants.

The instances of clear conflict do not obviate the need for a mediator to evaluate whether he or she believes a conflict exists in a particular matter or “appears” to compromise the mediator’s impartiality. (See, Rule 10.340(a)). Additionally, if a mediator believes a disclosure should be made, that is still required. (See, Rule 10.340(b)). Adopting the clear conflict definition, however, may supersede prior opinions of the Florida Supreme Court’s Mediator Ethics Advisory Committee (“MEAC”).

For example, MEAC Opinion 2008-007 concluded that a mediator who works for a law firm is conflicted out of handling a matter where the firm is adverse to a mediation party, even if the mediator has no involvement in the matter. Further, MEAC Opinion 2012-004 concluded that a “non-waivable conflict” existed if a former law partner represented a mediation party while the mediator was at the law firm. The Amendments make it clear that being a current or former member of a law firm will no longer automatically preclude the mediator from handling the case. Mediators should review prior MEAC opinions against the Amendments going forward.

The Amendments also include changes to Rule 10.360. Confidentiality. In pertinent part, the Amendments include caucus, record keeping, staff confidentiality, and reporting. Significantly, Rule 10.360(b) now provides that a mediator may have a policy that information disclosed during caucus may be disclosed to the other participants unless a party expressly tells the mediator to keep the information confidential. This is a discretionary policy for the mediator.  Mediators should clearly explain whether they have such a policy during the joint session and make sure the parties and participants understand how confidentiality and caucus sessions will be handled. For the time being, I intend to maintain my policy of not disclosing confidential information between caucus rooms unless the party has expressly authorized me to do so.

Next, Rule 10.340(c) provides that a mediator may shred notes or other records “immediately” after the mediation. As to reporting of the outcome, Rule 10.340(e) has been added to reflect that the mediator is obligated to report the outcome to the court, however, the information is limited to reporting: “agreement”, “no agreement”, “partial agreement”, or adjournment for further mediation” without comment or recommendation.

Further, a mediator is prohibited from commenting on whether a party or counsel mediated in good faith.  No other descriptors or modifiers may be used in the mediator report unless the parties have consented to them in writing. Rule 10.340(f) does, however, permit a mediator to identify who was or was not present at the mediation and whether in person or by communication technology. Thus, for those of us that have historically used the phrase “impasse” in our reports, we are no longer permitted to do so.

The Amendments also acknowledge that mediators can have the assistance of clerical staff. The mediator must advise staff that the mediation records are confidential pursuant to the Rules and Florida law. (See, Rule 10.360(d)).

                Finally, the Amendments also acknowledge a mediator’s ability to utilize social networking. Rule 10.340(g) was added and provides: “Mediators may create connections with mediation participants or their counsel on a social networking site (e.g. “friends” on Facebook, “followers” on X, formerly known as Twitter). However, mediators who do so must recognize that such designations may create the appearance of a conflict and may only mediate disputes involving such mediation participants or their counsel” in accordance with the Rules. One suggestion would be to avoid advocating, promoting or siding with legal issues or decisions posted by other connections, as this could create an appearance of partiality.

The above is not intended to be an exhaustive list of all the changes. The amended Rules can are fully set forth in the above-cited Order.

 

William J. (“Bill”) Cea. Esq.  is a Florida Supreme Court Circuit Certified Mediator and Florida Bar Board-Certified Construction Attorney.  Bill was admitted to practice law in Florida in 1992 and Certified as Mediator in 2011. He may be contacted via email:  [email protected] or phone (954) 494-3239, or via Inkedmediation.com. For additional ADR tips and resources, go to www.palmbeachbar.or/alternative-dispute-resolution-commee .

Don’t Let the New Trial Schedule Mandate Keep You From Getting Your Motions Heard

Published: March 2025

The Florida Supreme Court’s new Differentiated Case Management “time standards” (deadlines) (Rule 2.250(a)(1)(B), Fla. R. Gen. Prac. & Jud. Admin.)  mandate procedures to expedite preparation for trial in civil cases. To facilitate compliance with that rule, our Chief Judge Glenn Kelley has promulgated Administrative Order 3.110.

When a deposition cannot be taken because opposing counsel has filed Motions for Protective Orders invoking privilege, irrelevancy, etc. against the first attorney’s discovery requests, that deposition must await rulings on the motions, which often require hearings.  Given the overloaded dockets of our Circuit Civil Judges, this can take months.  And now, the Board of Governors of the Florida Bar is advocating the promulgation of new discovery rules providing for sanctions for lawyers who do not meet the deadlines!

What to do?   Fortunately, there is an answer. You and opposing counsel can file a Joint Motion for Appointment of a Special Magistrate. Fla. R. Civ. P.  1.490(b) authorizes the court to appoint a Special Magistrate (no longer called a Special Master) “for any particular service required by the court.” (Note: the court may not appoint a Special Magistrate unless the parties agree.)

The Special Magistrate will hold hearings on discovery issues and file his/her Report and Recommendations with the court.  Within 10 days, either party may file Exceptions to any of the recommendations; the opposing party may, within five days after the Exceptions are filed, file an opposing brief or Cross-Exceptions to the Magistrate’s Report.  Often, if the Report and Recommendations contain citations to law supporting each recommendation, and the Exceptions do not negate those citations, the Court will readily adopt them.   A Special Magistrate may help to speed discovery and trial preparation in other ways as well, as by being appointed to conduct an in camera document review, or to preside at depositions to rule on objections to discovery, maintain order, etc.

Any member of the Florida Bar may be appointed to serve as a Special  Magistrate. Many attorneys prefer to use retired Judges, because they know the reputation of each for fairness, intellect and other qualities desired in a Special Magistrate.  “Upon a showing that the appointment is advisable [e.g., where technical expertise is required], a person other than a member of the Bar may be appointed.”  Rule 1.490(b).

If your opposing counsel agrees to use a Special Magistrate, you should file a Joint Motion for appointment of a Special Magistrate, with a proposed Order making the appointment. The Motion should state that the parties agree not only to the appointment of a Special Magistrate, but to the appointment of a specific person named in the motion.  If you cannot agree on who should be appointed, your joint motion should ask the Court to name at least three persons and require the parties to agree on one.  Both counsel should consult with the prospective appointee to ascertain his/her hourly rate, which should be noted in the Order of appointment.

Your proposed Order must specify the matters being referred to the Magistrate.  If the court’s Order of Referral contains issues which you did not consent to being heard by the Special Magistrate,  you must object before the date the Magistrate has set for the hearing. If you object to the referral and your objection is denied, you may petition the Court of Appeal for either a writ of mandamus or a writ of prohibition. If, during the hearing, the Special Magistrate should address something not contained in the order of referral, you should immediately object on the record;  you may then participate in the hearing, and your objection will be honored by the trial court or, if not, by the appellate court.

Sometimes, the mere filing of the Special Magistrate’s Report and Recommendations will result in the parties’ agreeing on resolving the motions before the Court can address them, or even to the case settling.  In one notable case in this Circuit, the attorneys were unable to take crucial depositions because the predicate discovery requests to obtain background information on the deponents were met with objections on the grounds of privilege, irrelevance, etc.  The attorneys were told by the Judge that she could not resolve all the pending discovery disputes for at least 12 or 14 months.  Counsel jointly moved for the appointment of a Special Magistrate, which the Court granted.  The Special Magistrate held two full days of hearings, some with testimony, and issued a detailed 51-page Report and Recommendations.  The case settled before the Judge could address the R&R, which may be seen on the Clerk’s website as: Weiss Research, Inc. v. Finest Known, LLC, et al., Case No. 50 2015 CA 013012, Docket Entry 322.

 

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Retired Circuit Judge Kenneth D. Stern regularly contributes columns to the ADR Corner, and is a frequent panelist in seminars on Alternative Dispute Resolution.  Since his retirement, Judge Stern has been serving as a Special Magistrate, and as a Mediator and AAA-member Arbitrator.  He may be reached at [email protected]  or at (561) 901-4968.

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For additional ADR tips and resources, go to www.palmbeachbar.org/alternative-dispute-resolution-committee.

 

Arbitration Case Law Update

Published February 2025

Martinez v. Ring-Cent., Inc., 392 So. 3d 569 (Fla. 4th DCA 2024).

Federal Arbitration Act (FAA) three-month deadline for filing motion to vacate arbitration award did not preempt 90-day deadline in Florida Arbitration Code (FAC).

Eglin Fed. Credit Union v. Baird, 49 Fla. L. Weekly D1795 (Fla. 1st DCA Aug. 28, 2024).  Emailed notice of newly-added arbitration and class-action waiver provisions in member’s agreement with not-for-profit cooperative and financial institution did not provide member with reasonable notice of new terms, such that she did not mutually assent to arbitration; notice was a hyperlink buried in routine monthly account statement email, which indicated only that it would link to cooperative’s quarterly newsletter, email said nothing about changing terms of agreement or that member should have followed the hyperlink for important updates, email made no mention of arbitration or class-action waiver provisions, and even if she had followed the link, newsletter did not provide new terms either.

Patterson v. Melman, 49 Fla. L. Weekly D1895 (Fla. 2d DCA Sept. 13, 2024).  Real estate agents’ refusal to participate in mediation before pursuing arbitration to resolve claims brought by vendors of duplexes after potential purchaser canceled purchase agreement did not constitute waiver of right to arbitrate under terms of listing agreement, even though mediation was purported condition precedent for pursuing arbitration; by demanding arbitration as appropriate forum to resolve dispute, even if prematurely, agents indicated that they wanted to arbitrate dispute, which could not be seen as having acted inconsistently with arbitration right or having affirmatively manifested acceptance of judicial forum, and, unlike waiver, which was irrevocable without consent of opposing parties, agents could cure failure to perform condition precedent by fulfilling it.

Osborne v. Drees Homes of Florida, Inc., 49 Fla. L. Weekly D2151 (Fla. 5th DCA Oct. 25, 2024).  Orders denying motions for arbitration are reviewed de novo, except that factual findings are reviewed for support by competent, substantial evidence.

GMRI, Inc. v. Brautigan, 392 So. 3d 1098 (Fla. 1st DCA 2024).  Arbitration agreement does not need to be signed to satisfy written agreement requirement of Federal Arbitration Act (FAA);  if party moving to compel arbitration cannot show signed agreement to arbitrate exists, court must examine party’s words and conduct to determine whether party assented to agreement.

City of Naples v. Wolff, 391 So. 3d 617, 618 (Fla. 6th DCA 2024).  Trial court was authorized to grant extension of deadline to request trial de novo following issuance of nonbinding arbitration award.

Boca View Condo. Ass’n, Inc. v. Lepselter, 392 So. 3d 144 (Fla. 4th DCA 2024), review denied, No. SC2024-1404, 2024 WL 4903515 (Fla. Nov. 27, 2024).  Attorney’s fees incurred in enforcement of provisions of arbitration award are compensable under statute providing that a party who files a complaint for a trial de novo shall be assessed the other party’s arbitration costs, court costs, and other reasonable costs, including attorney’s fees, incurred after arbitration hearing if judgment upon trial de novo was not more favorable than the arbitration decision.

Lawnwood Med. Ctr., Inc. v. Rouse, 394 So. 3d 51 (Fla. 4th DCA 2024).  Party rejecting arbitrator’s decision and renewing demand for trial must, within 20 days of arbitrator’s decision, file request for trial de novo or motion for trial.

Calvert v. Aleckson, 49 Fla. L. Weekly D2152 (Fla. 5th DCA Oct. 25, 2024).  An appeal taken from an order denying a motion to compel arbitration becomes moot when a new complaint is filed.

  1. Shore Med. Ctr. v. Navarro, 389 So. 3d 785 (Fla. 1st DCA 2024). Expert testimony regarding the nature and impact of patient’s stroke before presenting at hospital was admissible in binding damages arbitration.

Donna Greenspan Solomon was the first attorney certified by The Florida Bar as both Business Litigator and Appellate Specialist.  Donna is a Member of the National Academy of Distinguished Neutrals and serves as a Chair on AAA (Commercial Panel) and FINRA arbitrations.  She is a Certified Circuit, Appellate, and Family Mediator and Florida Supreme Court Qualified Arbitrator.  Donna is also a Member of the Florida Supreme Court Committee on Standard Jury Instructions—Contract and Business Cases.  Donna can be reached at (561) 762-9932 or [email protected] or by visiting www.solomonappeals.com. 

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For additional ADR tips and resources, go to www.palmbeachbar.org/alternative-dispute-resolution-committee.

 

 

A Fundamental in Mediation: Considering the Alternatives

Published: January 2025

Having started practicing law in Florida 35 years ago, when mediation was in its infancy, and now later in my career focusing on serving as a mediator, I recognize that a lot has changed in the world of mediation.

To be sure, the amount of research, scholarship and opinion surrounding mediation has exploded and is ever increasing. This is reflected in everything from law review articles to mediation education to U-Tube videos. The reason is undoubtedly because mediation has proven so successful as an effective dispute resolution method. We should truly commend all those involved in creating, growing and championing the now robust mediation process.

While the boom of new information and resources regarding mediation is clearly a positive development, I suggest we always remember a never-changing fundamental of the mediation process—focusing the parties on thoroughly considering and assessing their alternatives.

Status Quo—Continuing the Litigation Alternative

At some point in time, at least one of the parties believed that filing a suit was the best option (assuming it is not pre-suit mediation).  As a result, the first alternative is staying the course, which is continuing the litigation.  This alternative has risks that the parties probably have already partly considered, such as attorneys’ fees and costs, loss of time, and overall uncertainty.

However, often the parties have not extensively assessed all the risks in continuing the litigation.  This includes both the types of risks and the magnitude of the most obvious risks. Usually, the simple scheduling of mediation starts the parties reassessing the continuing litigation risks.  Even more so, the mediation session should serve to make clearer the continuing litigation risks because the parties will need to compare those risks to alternatives.

As an example, counsel often understand and appreciate the limitations of the judicial system and relief—parties not so much. Continuing the litigation requires compliance with numerous rules of procedure and time deadlines, satisfying each element of a cause of action or affirmative defense, offering expert testimony, establishing legally permissible damage models and remedies, and meeting strict evidentiary requirements for admissible evidence.  Of course, the specifics of each case are unique and prove the inevitable point—the devil is in the details when evaluating continuing the litigation.

Settlement Alternative

Settlement is the alternative to continuing the litigation. It is limitless in its potential scope and variation—largely unrestrained by all the rules governing continuing the litigation. Settlement has the key advantages of bringing certainty to the parties and can be customized in ways that judicial relief is legally incapable.  The flexibility that is possible through settlement is what makes mediation a creative endeavor and a potential settlement so strikingly different than continuing the litigation.

Some common examples of settlement terms that are not possible with continued litigation include payments over time, payments to or from persons not parties in the suit, terms reducing tax consequences, general releases (including pertaining to persons not named in the suit) and non-monetary provisions such as confidentiality and non-disparagement clauses.  The number and type of terms that can be negotiated into a settlement agreement depends on the case and the imaginative resourcefulness of those involved in formulating the settlement.

The Opportunity for Settlement   

It is when the parties understand the risks of continuing the litigation compared to the key advantages of settlement—flexibility of terms and certainty of result—that there is an opportunity for settlement.  But this is only an opportunity.  The actual settlement often comes through the hard work of fashioning the precise terms of settlement—many times in a creative and customized manner.

Although some parties may begrudgingly accept that settlement could be a better alternative than continuing the litigation and other parties may eagerly embrace the opportunity of self-determination through settlement, the essential assessment they must make is the same.  Are the proposed settlement terms better than the risks associated with continuing litigation?  In a mediation where this question is answered in the affirmative, there is settlement.

Conclusion

In emphasizing the importance of comparing alternatives, I do not suggest ignoring the human factors and dynamics that impact the mediation process—many of which create or hinder an overall environment conducive for resolution. However, a fundamental of mediation remains a thorough consideration and assessment of the parties’ alternatives (continuing litigation vs. settlement).

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Hank Jackson has practiced law for 35 years and now serves as a mediator. He is a Florida Supreme Court Certified Civil Circuit Mediator and is Board Certified in Business Litigation by the Florida Bar. He can be reached at 561-271-1878 or [email protected] or visiting http://hankjackonlegal.com. For additional ADR tips and resources, go to www.palmbeachbar.org/alternative-dispute-resolution-committee.

Screen Sharing – My Favorite Zoom Mediation Tool

Published: December 2024

With the 2020 pandemic now firmly in the rear-view mirror, let’s assess Zoom’s place in the mediation world. Initially considered a stop gap, a means to let us mediate despite forced distancing, Zoom has proven its value and is here to stay.

Zoom’s cost savings and convenience alone would justify its continued use. But my favorite Zoom feature by far is one we use in virtually every mediation – screen sharing.

Screen sharing is exactly what its name implies – the ability to easily share whatever is on your computer/phone/iPad’s screen with all Zoom participants, on their screens at once.

Every creative writing teacher exhorts students to “show, don’t tell.” The most effective means of proving a point during mediation is to show its evidence onscreen for all to see.

I have seen screen sharing used effectively in a wide variety of commercial mediation presentations – real estate cases sharing aerial photos to show boundary locations; business cases sharing the relevant contract language; construction cases sharing expert reports on allegedly defective manufacturing building products. Although I don’t handle personal injury mediations, I can imagine how effective a short day-in-the-life video could be in a high stakes PI mediation.  Whatever your case is about, you’ve got your evidence all lined up to prove the case in court, right? The other side needs to see it during mediation if you want them to settle.

Sometimes, the opposing side’s lawyer is the one who needs persuading, not their client. Sharing a dispositive appellate case onscreen, with the crucial holding highlighted, can really open their eyes to the strength of your position.

One of the most effective uses I’ve seen in mediation is sharing a damages calculation onscreen. Seeing the numbers can be so much more persuasive than just hearing them. (Show, don’t tell, remember?)

I often do a screen grab of one party’s screen share presentation so I can put it up on screen and discuss during private caucus with the other side (with counsel’s permission, of course).  Zoom even has a nice mark-up feature that lets everyone make notations on a shared image. (A shout out to Donna Greenspan Solomon for this tip!)

You can even show video deposition excerpts onscreen.  Mediation can be eye-opening for parties.  It’s often the first time they are truly confronted with the ammunition the other side has compiled.

We, as lawyers, can sometimes preach to the choir a bit, telling our clients how strong their cases are. This can be counterproductive, making clients overconfident and inflexible – never a good thing in mediation.  A screen share of the other side’s evidence can be the wake up call that restores some objectivity to clients’ case evaluations. This can be just what it takes to bridge the gap and facilitate settlement.

The key to effective mediation screen sharing is, of course, preparation. Just like demonstrative aids in front of a jury, use the screen to tell a story. The mediation may be the last opportunity you have to speak directly to the opposing parties, so make it count. Take the time to create an effective demonstration of the crucial facts in your favor, then put it on the screen. Show them, don’t tell them!

Screen sharing isn’t only an opportunity to prove your case. It also shows the other side that you do your homework. That you’re prepared. That you will be a formidable opponent in front of a jury. All resulting from what you share, and how you share it, on their screens.

And now a few mediation screen share tips:

– Less is more. As with everything else you present as a lawyer, keep your screen share brief.
– When sharing documents, be sure the window you share is large enough that everyone can read the important parts you’re showing them.
– Before sharing your screen, make sure your device’s desktop is clean and neat. And turn off all irrelevant apps. A million disarrayed icons and windows in the background can be so distracting.
– And, please, turn off your device’s notifications. Nobody wants to see that off-color text from your golf buddy pop up!

Zoom offers many mediation benefits.  The key is to make them work to your clients’ advantage. Effective screen sharing can help settle your case.  Use it!

For a wider discussion of Zoom’s advantages, see Al’s May, 2023 ADR Corner article, “To Zoom or Not to Zoom.

 

After a long career at Shutts & Bowen LLP as a commercial litigator specializing in real estate and general business cases, Mr. LaSorte now acts exclusively as mediator (over 600 cases so far) and expert witness through his own firm, Alfred A. LaSorte, Jr., P.A. d/b/a LaSorte Mediation.  (www.LaSorteMediation.com).  Mr. LaSorte can be reached at (561) 286-7994 and [email protected].  For additional ADR tips and resources, go to https://www.palmbeachbar.org/alternative-dispute-resolution-committee/

Mediation Skills and Climate Change: Navigating Eco-Anxiety and Inspiring Action

Published: November 2024

In April 2023, I was teaching a mediation training when Ft. Lauderdale was hit by an extreme rain and flooding event.[i]  Not a hurricane.  Not a tropical storm.  Not a king tide.  Rain.

The Director of the 17th Judicial Circuit ADR Department was in my class, getting phone calls from her employees:  “I can’t leave my building.  Everything is under water and only the tops of the cars on the street are visible.”  Two colleagues had homes damaged in the floods.  One had to be rescued from her house in the middle of the night.

Downtown Fort Lauderdale and the Broward courts shut down entirely.  Seeing images of the closed courthouse, I began to think about how climate change affects our legal institutions:  courts, lawyers and litigants.

The summer of 2023 brought more distressing headlines: July 4, 2023 – hottest day on Earth in 100,000 years.  Florida’s coastal waters reached 101 degrees Fahrenheit.  The coral reefs are dying.  The north Atlantic current is collapsing.  We are experiencing the 6th mass extinction.  The 14th homeowner’s insurance company leaves Florida.

These events and headlines were overwhelming and terrifying.  Those feelings – being overwhelmed and terrified – are recognizable as symptoms of amygdala hijack, an activated survival instinct that left me feeling frozen, unable to fight or flee.

My mediator’s curiosity helped me get unstuck, to shift from fear and paralysis to constructive action.  While searching for a way to engage more effectively with this complex issue, I learned two concepts: “eco-anxiety” and “eco-grief.”

  • “eco-anxiety:  extreme worry about current and future harm to the environment caused by human activity and climate change.”
  • “eco-grief:  psychological response to loss caused by environmental destruction or climate change.”

Naming the problem helped me reframe and understand the mental health challenge.  We all experience climate-related disasters (either in person or as witnesses through the media) but our feelings of powerlessness often lead us to push them aside, believing the problem is too vast to solve.

In the language of conflict resolution strategies, we hope to avoid the danger by not moving.  Perhaps it will pass us by and go away.  Perhaps it will solve itself.  Perhaps someone else will fix it.  It only takes the cooler breezes of autumn to put the hot summer aside as a past memory, no longer dangerous.

That was 2023.  Then, in 2024, the “1 in 1,000 years” flooding event happened again.

Modern life makes us blind to the patterns of nature until they intrude on our comfort. Those of us with means can better insulate ourselves or recover from the impacts, but that does not apply to many of our neighbors, who are $400 away from a financial crisis.

Our daily lives are consumed by the urgency of work, family and immediate concerns. The unrelenting cycle of crises, combined with compassion fatigue, leaves us paralyzed and powerless. In the language of mediation, we lose our capacity for self-determination on the bigger issue.

Mediators are agents of hope, experts in breaking impasses and inspiring change. We listen, reframe and engage people in hard conversations and problem-solving. We help people find areas of agreement and envision alternative futures.

In the realm of conflict resolution, “ripeness” refers to a window of opportunity for resolution. The best time to address climate change was twenty years ago, but the second-best time is now. As things stand, substantial and large-scale efforts are required to reduce carbon emissions by 2030 to avert catastrophic consequences.[ii]

Dr. Katharine Hayhoe, a climate scientist and educator, has said: “The most important thing we can do to fight climate change is to talk about it.”[iii]  My own “climate awakening” has led me to commit to these conversations, make individual changes in my life, get educated and connect with others in this endeavor.

Faced with eco-anxiety and eco-grief, we must punch through the paralysis and channel our emotions into action. Climate change is no longer a distant threat.  It’s here and now.  Avoidance will not help us.  This threat will shape the world we leave to future generations.  It will fuel conflict after conflict.  Lawyers and mediators have skills that empower us to be agents of change.

Can we do it?  Yes.  Will we do it?  That answer depends on all of us.

Resources:

Drawdown:  The Most Comprehensive Plan Even Proposed to Reverse Global Warming, by Paul Hawken. (2017)[iv]

2024 Law Firm Climate Accountability Scorecard, Law Students for Climate Change Accountability[v]

“Judge sides with young activists in first-of-its-kind climate change trial in Montana” Associated Press.  Aug. 14, 2023.[vi]

Ana Cristina Maldonado practiced as a full time neutral for 13 years, concentrating her practice in family, dependency, real estate, insurance and commercial cases.  She has mediated over 2,500 mediations and trained over 400 mediators. As Chair of The Florida Bar’s ADR Section (2024-2025) she has championed the diversification of the field of dispute resolution.  Cristina has a B.A. from Amherst College, a M.Sc. in Conflict Resolution from George Mason University and her J.D. from St. Thomas University. She is fluent in Spanish and Portuguese.  Currently, Cristina teaches at Nova Southeastern University Shepard Broad College of Law.  She is the parent of a 6th grader, future member of the Class of 2031.

For additional ADR tips and resources, go to www.palmbeachbar.org/alternative-dispute-resolution-committee.

[i] https://www.buzzfeed.com/alexalisitza/27-photos-flooding-fort-lauderdale

[ii] https://www.climaterealityproject.org/blog/2030-or-bust-5-key-takeaways-ipcc-report

[iii] https://www.ted.com/talks/katharine_hayhoe_the_most_important_thing_you_can_do_to_fight_climate_change_talk_about_it?subtitle=en

[iv] https://www.amazon.com/Drawdown-Comprehensive-Proposed-Reverse-Warming/dp/0143130447/ref=sr_1_1?adgrpid=1332608657102994&hvadid=83288111967509&hvbmt=be&hvdev=c&hvlocphy=45536&hvnetw=o&hvqmt=e&hvtargid=kwd-83288383171452%3Aloc-190&hydadcr=22535_10434988&keywords=project+drawdown&qid=1697121114&sr=8-1

[v] https://www.ls4ca.org/scorecard

[vi] https://www.npr.org/2023/08/14/1193780700/montana-climate-change-trial-ruling

HON. EDWARD RODGERS TO BE HONORED WITH LAW LIBRARY NAMING

(April 2, 2025) – The Fifteenth Judicial Circuit Law Library in West Palm Beach will soon be renamed as the “Judge Edward Rodgers Law Library”. At the request of Chief Judge Glenn Kelley, the Palm Beach County Board of County Commissioners formally approved the naming of the Daniel T. Hurley Courthouse, West Palm Beach, Law Library, after the late Judge Edward Rodgers during their April Board meeting. Plans for an unveiling ceremony are underway and official details will be announced later.

Judge Edward Rodgers served 22 years as a Judge in the Fifteenth Judicial Circuit. He graduated from Howard University with a Bachelor of Arts and subsequently obtained his Juris Doctorate from Florida A&M University College of Law. Two years after graduating from law school, Judge Rodgers was appointed the first Black county prosecutor. In 1973, he was appointed to the bench by then-Governor Reubin Askew, the first Black judge to serve in Palm Beach County. In 1977, he was elevated to the Circuit Court bench. Judge Rodgers later served one term as the County’s first Black Chief Judge from 1983-1985.

In 1991, Judge Rodgers established the Riviera Beach Civil Drug Court which serves the citizens of Palm Beach County who struggle with substance abuse issues. In 1992, he was awarded the Jefferson Award; the Nobel prize for public service, in recognition was for his visionary work related to the Riviera Beach Civil Drug Court.
Judge Rodgers retired from the bench in 1995 but continued his community work, later serving as Councilman and Mayor of Riviera Beach. He passed away in 2018 and is remembered as an extraordinary jurist and community leader.