NABE • NCBP • NCBF 2017 MIDYEAR MEETING · 2018-04-03 · MIAMI 2017 NABE NCBP NCBF MIDYEAR...

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 1

NA B E • N C B P • N C B F

MIDYEAR MEETING

MIAMIJanuary 31–February 4, 2017

2017


Dear Bar and Foundation Leaders,

Welcome to Miami! We know your time here will be well spent, whether attending the meeting of the National Association of Bar Executives (NABE), January 31–Feb-ruary 2, the National Conference of Bar Presidents (NCBP), February 2–4, or the National Conference of Bar Foundations (NCBF), February 2–4—or all three!

We’re glad to welcome you to the colorful, cosmopolitan city of Miami. With its trendy nightlife, Art Deco district, historic hideaways, shopping, sports, food and endless miles of beaches, Miami is the place to be! It’s also a great place for bar as-sociation and foundation leaders to gather to share ideas and learn from each oth-er, network, and attend the informative program sessions scheduled for this year’s Midyear Meeting. This booklet is designed to be your guide to the meetings, and includes descriptions of all three groups’ programming and events.

We also want to take this opportunity to thank the individuals who made this meet-ing possible. Please join us in extending our appreciation to our program sponsors by visiting them during the meeting sponsor breaks to explore their products and services. We also thank the NABE, NCBP, NCBF and MBC program committees and boards for their efforts to make the Midyear Meeting a success.

Finally, thank you for your attendance. We hope you enjoy all that Miami has to offer!

Zoe W. Linza Jonathan Cole Lorrie K. Albert NABE PRESIDENT NCBP PRESIDENT NCBF PRESIDENT

MIAMI2 2017 NABE NCBP NCBF MIDYEAR MEETING

TABLE OF CONTENTSUnless otherwise noted below, sessions and events will take place at the Hyatt Regency Miami, 400 SE Second Avenue, Miami, Florida, USA, 33131.

NABE/NCBP/NCBF Officers’ Greeting . . .1Annual Meeting At-A-Glance . . . . . . . . . . .4

NABE . . . . . . . . . . . . . . . . . . . . . . . 6NABE Sponsors . . . . . . . . . . . . . . . . . . . . . . .6NABE Board of Directors Meeting . . . . . . .8NABE Communications Section

Executive Council Meeting . . . . . . . . . . .8NABE Orientation for First-time

Attendees . . . . . . . . . . . . . . . . . . . . . . . . . .8NABE Welcome Reception . . . . . . . . . . . . .8NABE First-time Attendees’ Event . . . . . . .8NABE Welcome Breakfast, First-time

Attendee and Sponsor Introductions . . .8 Opening Plenary Session—

Foundations for Practice: Educating and Supporting the Whole Lawyer . . . . .9

Sponsor Networking Break . . . . . . . . . . . . .9Putting the Foundations for Practice

into Practice . . . . . . . . . . . . . . . . . . . . . . . .9First Set of Concurrent Track Sessions. . . .9General Lunch . . . . . . . . . . . . . . . . . . . . . . .10Lunch and Discussion for Associate,

Assistant and Deputy Executive Directors . . . . . . . . . . . . . . . . . . . . . . . . . .10

Second Set of Concurrent Track Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . .10

Sponsor Networking Break . . . . . . . . . . . .11Chat Circles . . . . . . . . . . . . . . . . . . . . . . . . .12NABE Wednesday Night

Networking Event . . . . . . . . . . . . . . . . . .12General Breakfast . . . . . . . . . . . . . . . . . . . .12Administration & Finance Section

Breakfast . . . . . . . . . . . . . . . . . . . . . . . . . .12Communication Section Breakfast . . . . . .12Plenary Session—The “How” of

“What” You Say . . . . . . . . . . . . . . . . . . . .12

Sponsor Networking Break . . . . . . . . . . . .13Third Set of Concurrent Track

Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . .13NABE Luncheon and Business

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . .14NABE Program Committee Meeting . . . .14NABE Board of Directors, ABA House

Delegate and Program Committee . . . .15NABE Committee, Forum and Section

Leadership . . . . . . . . . . . . . . . . . . . . . . . .17NABE Past Presidents . . . . . . . . . . . . . . . . .19NABE Award Recipients. . . . . . . . . . . . . . .21

NCBP . . . . . . . . . . . . . . . . . . . . . . 23NCBP Sponsors . . . . . . . . . . . . . . . . . . . . . .23NCBP Finance & Investment

Committee Meeting . . . . . . . . . . . . . . . .25NCBP Sponsorship Committee

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . .25NCBP Membership Committee

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . .25NCBP Communications Committee

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . .25NCBP Diversity & Inclusion

Committee Meeting . . . . . . . . . . . . . . . .25NCBP Program Committee Meeting . . . .25NCBP Executive Council Meeting . . . . . .25MBC Executive Committee Meeting . . . .251st Timers Orientation . . . . . . . . . . . . . . . .25Pre-meeting Workshop—The Bar

Leader’s Essential Guide to Social Media . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

NCBP Welcome Reception . . . . . . . . . . . .26NCBP Executive Council and Council

Alumni Dinner (Private Event) . . . . . . .26MBC Executive Committee Dinner

(Private Event) . . . . . . . . . . . . . . . . . . . . .26


Welcome and Introductions . . . . . . . . . . .26Friday Morning Plenary—Building

Bridges Across Deep Divides—Bar Leaders as Trusted Conveners in Troubled Times . . . . . . . . . . . . . . . . . . . .26

Sponsorship Break. . . . . . . . . . . . . . . . . . . .27First Set of Joint Concurrent

Workshops . . . . . . . . . . . . . . . . . . . . . . . .27NCBP/NABE/NCBF Joint Luncheon,

Sponsor Introductions and Plenary—Addressing Crises Through Mindfulness . . . . . . . . . . . . . . . . . . . . . . .29

Sponsorship Break. . . . . . . . . . . . . . . . . . . .29Second Set of Joint Concurrent

Workshops . . . . . . . . . . . . . . . . . . . . . . . .29Diversity Forum—Gender Bias—

Why it Matters and How to Approach it. . . . . . . . . . . . . . . . . . . . . . . .31

Roundtables . . . . . . . . . . . . . . . . . . . . . . . . .31NCBP/NABE/NCBF Joint Reception . . . .31NCBP Saturday Morning Breakfast,

Awards and ABA President Speaks. . . .31Saturday Morning Plenary—

Embracing Today’s Technology and Tomorrow’s Innovations. . . . . . . . . . . . .32

Wrap Up and Adjourn . . . . . . . . . . . . . . . .32NCBP 2016–2017 Executive Council

and Committees. . . . . . . . . . . . . . . . . . . .33NCBP Organizational Members . . . . . . . .36NCBP Special Membership Categories . .38NCBP Past Presidents and Award

Recipients . . . . . . . . . . . . . . . . . . . . . . . . .40Metropolitan Bar Caucus Executive

Committee and Past Presidents. . . . . . .42

NCBF . . . . . . . . . . . . . . . . . . . . . . 44NCBF Board of Directors Meeting . . . . . .44NCBP Welcome Reception . . . . . . . . . . . .44 NCBF Dinner (ticket required) . . . . . . . . .44Welcome and Introductions . . . . . . . . . . .44Friday Morning Plenary—Building

Bridges Across Deep Divides— Bar Leaders as Trusted Conveners in Troubled Times . . . . . . . . . . . . . . . . . .44

Sponsorship Break. . . . . . . . . . . . . . . . . . . .45Workshop Session 5A . . . . . . . . . . . . . . . . .45NCBP/NABE/NCBF Joint Luncheon,

Sponsor Introductions and Plenary . . .45Sponsorship Break. . . . . . . . . . . . . . . . . . . .46Workshop Session 5B . . . . . . . . . . . . . . . . .46NCBF Plenary—Building Bridges

Across Deep Divides (Part II)— What Role can Bar Foundations Plan? . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

BYOB (buy your own beverage) Hospitality (optional) . . . . . . . . . . . . . . .46

NCBP/NABE/NCBF Joint Reception (separate ticket required) . . . . . . . . . . . .46

Breakfast and NCBF Excellence Award Presentation . . . . . . . . . . . . . . . . . . . . . . .47

NCBF Plenary—Re-think Your Event Fundraising Strategies. . . . . . . . . . . . . . .47

“Grab Bag Giveaway:” Share Your Swag and Your Ideas! . . . . . . . . . . . . . . .47

The Final Word . . . . . . . . . . . . . . . . . . . . . .47NCBF 2016-2017 Board Members . . . . . .48NCBF Past Presidents, Trustees

Emeritus and Award Recipients . . . . . .49

ABA Division For Bar Services Staff. . . . .51NCBP Award Information . . . . . . . . . . . . .52Hotel Floor Map . . . . . . . . . . . . . . . . . . . . .54NABE/NCBP/NCBF Future

Meeting Dates . . . . . . . . . . . . . . . . . . . . .55


WEDNESDAYFEBRUARY 1, 2017

NABE

11:00 a.m.–3:00 p.m.NABE Board of Directors MeetingOrchid A, Terrace Level

3:00 p.m.–6:00 p.m.NABE/NCBP/NCBF RegistrationUpper Promenade, Terrace Level

NABE

7:00 a.m.–4:30 p.m.NABE/NCBP/NCBF RegistrationUpper Promenade, Terrace LevelClosed from 12:00 p.m.–1:00 p.m.

7:15 a.m.–8:30 a.m.NABE Welcome BreakfastMonroe/Tuttle, Terrace Level

8:30 a.m.–8:45 a.m.Transfer Break

8:45 a.m.–9:30 a.m.Foundations for Practice: Educating and Supporting the Whole LawyerBrickell/Flagler, Terrace Level

9:30 a.m.–10:00 a.m.Sponsor Networking BreakPre-function Area, Terrace Level

NABE


8:15 a.m.–9:15 a.m.General & Section Breakfasts

General BreakfastMonroe/Tuttle, Terrace LevelAdministration & Finance Section BreakfastPearson I/II, 3rd FloorCommunications Section BreakfastMerrick I, 3rd Floor


9:30 a.m.–10:30 a.m.Plenary SessionBrickell/Flagler, Terrace Level

10:30 a.m.–11:00 a.m.Sponsor Networking BreakPre-function Area, Terrace Level

11:00 a.m.–12:00 p.m.Concurrent Track Sessions

Track 3AOrchid B/C/D, Terrace LevelTrack 3BHibiscus A/B, Terrace Level Track 3CJasmine, Terrace Level

12:00 p.m.–1:30 p.m.NABE Luncheon and Business MeetingMonroe/Tuttle, Terrace Level

2:00 p.m.–3:30 p.m.NABE Program Committee MeetingGardenia A/B, Terrace Level

NCBP


7:30 a.m.–8:30 a.m.NCBP Finance & Investment Committee MeetingAzalea A/B, Terrace Level

7:45 a.m.–8:30 a.m.NCBP Sponsorship Committee MeetingGardenia A/B, Terrace Level

8:30 a.m.–9:30 a.m. NCBP Membership Committee MeetingAzalea A/B, Terrace Level

9:30 a.m.–11:00 a.m.NCBP Communications Committee MeetingGardenia A/B, Terrace Level

10:15 a.m.–11:00 a.m.NCBP Diversity & Inclusion Committee MeetingAzalea A/B, Terrace Level

11:00 a.m.–1:00 p.m.NCBP Program Committee MeetingGardenia A/B, Terrace Level

1:00 p.m.–3:00 p.m.NCBP Executive Council MeetingPearson I/II, 3rd Floor

2:00 p.m.–4:00 p.m.MBC Executive Committee MeetingAzalea A/B, Terrace Level

NA

BE/N

CBP/

NCB

F M

idye

ar M

eeti

ng A

t-A

-Gla

nce

To view a floor map of the Hyatt Regency Miami, turn to page 54 of this book.

10:00 a.m.–11:00 a.m.Putting the Foundations for Practice into PracticeBrickell/Flagler, Terrace Level


Track 1AOrchid B/C/D, Terrace Level Track 1B Hibiscus A/B, Terrace LevelTrack 1CJasmine, Terrace Level

12:15 p.m.–1:30 p.m.General LunchMonroe/Tuttle, Terrace Level

12:15 p.m.–1:30 p.m.Lunch and Discussion for Associate, Assistant and Deputy Executive DirectorsMerrick II, 3rd Floor

3:30 p.m.–5:00 p.m.NABE Communications Section Executive Council MeetingGardenia C, Terrace Level

4:00 p.m.–5:00 p.m.Orientation for NABE First-time Attendees Jasmine, Terrace Level

TUESDAYJANUARY 31, 2017

1:30 p.m.–1:45 p.m.Transfer Break

1:45 p.m.–2:45 p.m.Concurrent Track Sessions

Track 2A Orchid B/C/D, Terrace Level Track 2B Hibiscus A/B, Terrace LevelTrack 2C Jasmine, Terrace Level

2:45 p.m.–3:15 p.m.Sponsor Networking BreakPre-function Area, Terrace Level

3:15 p.m.–4:40 p.m.Chat CirclesBrickell/Flagler, Terrace Level

6:30 p.m.–8:30 p.m.NABE Wednesday Night Networking EventOrchid B/C/D, Terrace Level

THURSDAYFEBURARY 2, 2017

5:00 p.m.–6:00 p.m.NABE Welcome ReceptionOrchid B/C/D, Terrace Level

6:30 p.m.–9:00 p.m.NABE First-time Attendees’ EventMarion, 1111 SW 1st Ave., Miami, FL


Workshop 3B Orchid B/C/D, Terrace LevelWorkshop 4B Brickell North/Center, Terrace LevelWorkshop 5B Pearson I/II, 3rd Floor


2:40 p.m.–3:40 p.m.Diversity ForumMonroe/Tuttle, Terrace Level


3:45 p.m.–4:45 p.m.RoundtablesState Bar RoundtablesHibiscus A/B, Terrace LevelMetro Bar Roundtables Brickell North/Center, Terrace LevelSpecialty Bar Roundtables Brickell South, Terrace Level

5:30 p.m.–7:00 p.m.NCBP/NABE/NCBF Joint ReceptionRiver Walk, Terrace Level

NCBF


8:45 a.m.–9:00 a.m.Welcome and IntroductionsMonroe/Tuttle, Terrace Level

9:00 a.m.–10:15 a.m.Friday Morning Plenary Monroe/Tuttle, Terrace Level

NCBP


8:45 a.m.–9:00 a.m.Welcome and IntroductionsMonroe/Tuttle, Terrace Level

9:00 a.m.–10:15 a.m.Friday Morning Plenary Monroe/Tuttle, Terrace Level

10:15 a.m.–10:45 a.m.Sponsorship BreakPre-function Area, Terrace Level

10:45 a.m.–11:45 a.m.Track Sessions

Workshop 1AMiami Lecture Hall, 3rd FloorWorkshop 2AHibiscus A/B, Terrace LevelWorkshop 3AOrchid B/C/D, Terrace LevelWorkshop 4ABrickell North/Center, Terrace LevelWorkshop 5APearson I/II, 3rd Floor

11:45 a.m.–1:10 p.m.NCBP/NABE/NCBF Joint Luncheon, Sponsor Introductions and PlenaryMonroe/Tuttle, Terrace Level

1:10 p.m.–1:30 p.m.Sponsorship Break Pre-function Area, Terrace Level

1:30 p.m.–2:30 p.m.Track Sessions

Workshop 1BMiami Lecture Hall, 3rd FloorWorkshop 2BHibiscus A/B, Terrace Level

NA

BE/NCBP/N

CBF Midyear M

eeting At-A

-Glance

10:15 a.m.–10:45 a.m.Sponsorship BreakPre-function Area, Terrace Level


Workshop Session 5A Pearson I/II, 3rd Floor

11:45 a.m.–1:10 p.m.NCBP/NABE/NCBF Joint Luncheon, Sponsor Introductions and PlenaryMonroe/Tuttle, Terrace Level

1:10 p.m.–1:30 p.m.Sponsorship Break Pre-function Area, Terrace Level


Workshop Session 5B Pearson I/II, 3rd Floor

2:30 p.m.–4:00 p.m.NCBF Plenary Pearson I/II, 3rd Floor

4:00 p.m.–5:00 p.m. BYOB (buy your own beverage) Hospitality (optional)Pure Verde Lounge, Hyatt Regency Miami, Miami, FL

5:30 p.m.–7:00 p.m.NCBP/NABE/NCBF Joint Reception (separate ticket required)River Walk, Terrace Level

NCBP

7:45 a.m.–11:00 a.m.NABE/NCBP/NCBF RegistrationUpper Promenade, Terrace Level

8:15 a.m.–9:30 a.m.NCBP Saturday Morning Breakfast, Awards and ABA President SpeaksJasmine, Terrace Level

9:30 a.m.–11:00 a.m.Saturday Morning PlenaryJasmine, Terrace Level

11:00 a.m.–11:15 a.m.Wrap up and AdjournJasmine, Terrace Level

NCBF


8:00 a.m.–9:30 a.m.Breakfast and NCBF Excellence Award Presentation Ibis, 3rd Floor

9:30 a.m.–11:00 a.m.NCBF PlenaryIbis, 3rd Floor

11:00 a.m.–11:30 a.m.“Grab Bag Giveaway:” Share Your Swag and Your Ideas!Ibis, 3rd Floor

11:30 a.m.The Final WordIbis, 3rd Floor

3:00 p.m.–4:00 p.m.1st Timers OrientationFlagler, Terrace Level

4:00 p.m.–5:00 p.m.Pre-meeting Workshop Tuttle South, Terrace Level

5:00 p.m.–6:30 p.m.NCBP Welcome ReceptionJasmine, Terrace Level

7:00 p.m.–10:00 p.m.NCBP Executive Council and Council Alumni DinnerPrivate Event by Invitation Only

7:00 p.m.–10:00 p.m.MBC Executive Committee Dinner (ticket required)Private Event by Invitation Only

NCBF


2:30 p.m.–4:30 p.m.NCBF Board of Directors MeetingGautier, 3rd Floor

5:00 p.m.–6:30 p.m.NCBP Welcome ReceptionJasmine, Terrace Level

7:00 p.m.–9:00 p.m. NCBF Dinner (ticket required) Batch Gastropub 30 SW 12th Street, Miami, FL

THURSDAYFEBURARY 2, 2017

FRIDAYFEBRUARY 3, 2017

SATURDAYFEBRUARY 4, 2017


PLATINUM

LexisNexisAfsoon Kahtibloo- McClellan, JD, Director Global Associations9443 Springboro PikeMiamisburg, OH 45342(937) 247-8124afsoon.mcclellan@ lexisnexis.comwww.lexisnexis.comThursday Lunch

GOLD

LawPayAmy Porter, Chief Executive Officer3700 N. Capital of Texas Highway, Suite 420Austin, TX 78746(866) [email protected] Night Party

SILVER

AbilaHoward Pollock, Vice President, Enterprise Sales10800 Pecan Park Boulevard, Suite 400Austin, TX 78750(703) [email protected] Welcome Reception

CloudLaw, Inc./ZeekBeekRobert Aicher, Chief Executive Officer3588 Veterans Drive, Suite 1Traverse City, MI 49684(917) [email protected] General Breakfast

Legal Services Link, LLCMatthew Horn, Founder222 Merchandise Mart Plaza, Suite 1212Chicago, IL 60654(847) 404-9449mhorn@legalserviceslink.comwww.legalserviceslink.comWednesday General Lunch

YourMembershipJP Guilbault, CEO + President9620 Executive Center Drive North, Suite 200St. Petersburg, FL 33702(727) [email protected] Website

BRONZE

ABA Retirement Funds ProgramMichael Moniz, Vice President, Divisional Sales DirectorP.O. Box 5142Boston, MA 02206(508) 517-9550michael.moniz@ abaretirement.comwww.abaretirement.com

Confirmation.comPayton Baran, Manager of Business Development for Legal Confirmations214 Centerview Drive, Suite 265Brentwood, TN 37027 (615) [email protected]

InReach Continuing Education SolutionsNeil Ashizawa, President and Chief Executive Officer5700 South Mopac ExpresswayAustin, TX 78749(512) [email protected]

NABE SPONSOR SThank you to our sponsors for their generous support of the 2017 Midyear Meeting. Visit our sponsors in the Pre-function Area, Terrace Level during the NABE Sponsor Networking Breaks on Wednesday, February 1, 2017, from 9:30 a.m.–10:00 a.m. and 2:45 p.m.–3:15 p.m. and on Thursday, February 2, 2017, from 10:30 a.m.–11:00 a.m.


LexologyDarran Clarke, Manager, Association and Corporate PartnershipsNew Hibernia House, Winchester WalkLondon, UK SE1 9AG44 (207) [email protected]

Member BenefitsNick Trefry, Chief Operating Officer7645 Gate Parkway, Suite 101Jacksonville, FL 32256(800) [email protected]

MemberCentralJames Treadway, National Director of Sales5113 Southwest ParkwayAustin, TX 78735(512) [email protected]

National Purchasing PartnersAbby Keys, Strategic Account Manager1100 Olive Way, Suite 1020Seattle, WA 98101(206) [email protected]


Tuesday, January 31, 2017

11:00 a.m.–3:00 p.m.NABE Board of Directors MeetingOrchid A, Terrace Level

3:00 p.m.–6:00 p.m.NABE/NCBP/NCBF Joint RegistrationUpper Promenade, Terrace Level

3:30 p.m.–5:00 p.m.NABE Communications Section Executive Council MeetingGardenia C, Terrace Level

4:00 p.m.–5:00 p.m.Orientation for NABE First-time AttendeesJasmine, Terrace Level

5:00 p.m.–6:00 p.m.NABE Welcome ReceptionOrchid B/C/D, Terrace LevelCome meet your colleagues, speakers, spon-sors and other early arrivals at the NABE Wel-come Reception. Enjoy light reception fare be-fore heading out to dinner on your own.Sponsored by Abila

6:30 p.m.–9:00 p.m.NABE First-time Attendees’ EventMarion, 1111 SW 1st Ave., Miami, FL Are you attending the NABE meeting for the first time? Then don’t miss this event. All first-

time attendees are invited to enjoy some great conversation and delightful cuisine at Marion, a charming café with a brasserie feel, serving dishes inspired by the south of France. Please gather at the front entrance of the Hyatt Re-gency to meet groups cabbing or walking to the venue. Advance reservation is required to attend this event.

Wednesday, February 1, 2017

7:00 a.m.–4:30 p.m.NABE/NCBP/NCBF Joint RegistrationUpper Promenade, Terrace LevelClosed from 12:00 p.m.–1:00 p.m.

7:15 a.m.–8:30 a.m.NABE Welcome Breakfast, First-time Attendee and Sponsor IntroductionsMonroe/Tuttle, Terrace LevelBegin your day with breakfast and an oppor-tunity to visit with your colleagues. First-time meeting attendees will be announced, and our city/state hosts will welcome us to Miami be-fore we transfer to the opening session.SPEAKERS

Zoe W . Linza, St. Louis, MO, Executive Direc-tor, Bar Association of Metropolitan St. Louis and NABE PresidentJohn F . Harkness, Tallahassee, FL, Executive Director, The Florida BarKenneth Goldsmith, Washington, D.C., Se-nior Legislative Counsel and Director for State Legislation, ABA Governmental Affairs Office and NABE Membership Committee Chair

2017 NABE MIDYE AR MEETING Welcome to sunny Miami. This year’s Midyear Meeting theme is Are We There Yet? How to Get to Where We Are Growing, and features a variety of program sessions that are sure to steer you in the right direction.


John (Bo) Landrum, Birmingham, AL, Ex-ecutive Director, Birmingham Bar Association and NABE Sponsorship Committee Chair


8:45 a.m.–9:30 a.m.Plenary Session—Foundations for Practice: Educating and Supporting the Whole LawyerBrickell/Flagler, Terrace LevelToday, bar leaders are faced with an ever-changing marketplace. Members expect value for their membership and their bar asso-ciations to provide real answers to their real problems. We’ve known change is coming, and that we must be nimble and adaptive to this wave of change. Well, that change is here, and it is real, and it will impact what we face daily. In this new environment, how do we ad-dress the needs of our members? What can we do to increase the value we provide our members as well as this very real change? Join Alli Gerkman as she presents an eye-opening report, Foundations for Practice, which pro-vides insight into what lawyers and law firms will need to be competitive now and into the foreseeable future. Alli will outline how bar as-sociations can play a unique role in addressing these needs for our members and how we can continue to provide meaningful value and real solutions. Don’t miss this opportunity to get a glimpse of the future of the legal profession and why bar associations still will matter to their members.INTRODUCTION

John F . Phelps, Phoenix, AZ, Chief Executive Officer, State Bar of Arizona and NABE Pro-gram Committee Interim Co-ChairSPEAKER

Alli Gerkman, Denver, CO, Director, Educat-ing Tomorrow’s Lawyers, Institute for the Ad-vancement of the American Legal System

9:30 a.m.–10:00 a.m.Sponsor Networking BreakPre-function Area, Terrace LevelTake a quick break to visit with our sponsors. Learn about their services, and enter to win great prizes at the tables of sponsors partici-pating in the raffle. Two prize drawings will be held during the meeting—one at the end of the Wednesday afternoon sponsor break, and one at the end of the Thursday morning break. You must be in attendance to win and claim your prize.

10:00 a.m.–11:00 a.m.Plenary Session—Putting the Foundations for Practice into PracticeBrickell/Flagler, Terrace LevelIn the opening plenary session, Alli Gerk-man told us about the national findings from the landmark study Foundations for Practice. Now, join Alli as we dive deeper and find ways our bar associations can use the data from the study to provide tangible benefits to our members. This workshop will be a hands-on session in which you’ll have the chance to turn real answers from real attorneys about real needs into real programs and benefits.FACILITATOR

Alli Gerkman, Denver, CO, Director, Educat-ing Tomorrow’s Lawyers, Institute for the Ad-vancement of the American Legal System


Track 1A—The Ins and Outs and Ups and Downs of Membership Auto RenewalOrchid B/C/D, Terrace Level Have you been thinking about offering members auto renewal of their association membership dues? What is involved? How long does it take to set up the process?


How does it work with membership soft-ware? How do you market the plan to your members? What are the pros of auto re-newal? What are the ramifications? Learn from bar associations that offer this service and what it took to get them there.MODERATOR

Julia Baldini, Christiansted, Virgin Is-lands, Executive Director, Virgin Islands Bar AssociationSPEAKERS

Kevin M . Cousins, Tulsa, OK, Executive Director, Tulsa County Bar AssociationLiz Neeley, Lincoln, NE, Executive Direc-tor, Nebraska State Bar AssociationMarc R . Staenberg, Beverly Hills, CA, Chief Executive Officer, Beverly Hills Bar Association

Track 1B—Mindful Lawyer, Mindful BarHibiscus A/B, Terrace LevelMindfulness has become top-of-mind for many people, including your members. Even as work-life balance, meditation, and increased fulfillment and satisfaction have become a more central part of a profession-al’s goals, those aspirations may seem harder than ever to achieve. Our panelists have learned through law and life experience how challenging incorporating practices such as self-care and mindfulness can be, but they have also discovered the many wonderful benefits of these practices, including more joy and satisfaction. During this session they will talk about the importance of mind-fulness for the attorney. They also will offer practical tips and next steps to create robust mindfulness programs at your bar.SPEAKERS

Jeena Cho, San Francisco, CA, Lawyer, Author and Mindfulness Instructor, JC Law Group PC

Jayne Reardon, Chicago, IL, Executive Director, Illinois Supreme Court Commis-sion on Professionalism

Track 1C—With Security and Justice for All: Securing the Work of the Bar without Barring Access to JusticeJasmine, Terrace LevelThe legal profession is inextricably bound to disputes, disagreement and conflict, and bar associations must juxtapose the need to keep facilities, activities and per-sonnel safe with the need to remain open and accessible to members and the public. So how do we secure the work of the bar without barring access to justice? This ses-sion will explore the topic of security from three angles: our courts, our bar offices and our events.SPEAKERS

Zoe W . Linza, St. Louis, MO, Executive Director, Bar Association of Metropolitan St. Louis and NABE PresidentJohn F . Phelps, Phoenix, AZ, Chief Ex-ecutive Officer, State Bar of Arizona and NABE Program Committee Interim Co-ChairHon . Bertila Soto, Miami, FL, Chief Judge, Circuit Family Division, Eleventh Judicial Circuit Court of Florida

12:15 p.m.–1:30 p.m.General LunchMonroe/Tuttle, Terrace LevelSponsored by Legal Services Link, LLC

12:15 p.m.–1:30 p.m.Lunch and Discussion for Associate, Assistant and Deputy Executive DirectorsMerrick II, 3rd FloorShare the rewards and challenges of serving


as the second in command at your associa-tion over lunch with individuals who wear the same hat.

1:45 p.m.–2:45 p.m.Concurrent Track Sessions

Track 2A—Goldilocks and the Membership Benefit…How Many Benefits are Just Right for Your Bar Association?Orchid B/C/D, Terrace Level Member benefit programs eat up staff time and precious marketing space. Just like Goldie Locks and her many choices, bar associations often have to make choices on how many benefit programs to manage and how frequently to market them. How exactly are bars making the most of these non-dues revenue generators? Executive directors and marketing/membership di-rectors from bars of all sizes will discuss the selection process, contracts, marketing ideas, and more. After a panel discussion, the audience will be asked to share their member benefit success stories (or fail-ures) as we try to answer that all important question…how many benefits is just right?SPEAKERS

Heather Folker, Denver, CO, Director of Communications and Marketing, Colo-rado Bar AssociationTerry Hill, Tallahassee, FL, Division Di-rector, Programs Division, The Florida BarPaula Portner, New Brunswick, NJ, Senior Managing Director, Membership and New Business Development, New Jersey State Bar AssociationCatherine Sanders Reach, Chicago, IL, Director of Law Practice Management & Technology, The Chicago Bar Association

Track 2B—Seven Self-Destructive Things People Do When They Attempt Professional Development TrainingHibiscus A/B, Terrace LevelProfessional development is identified as a key component of employee engagement. What should your bar association be doing to facilitate this for your staff? Are there best practices? What has worked? What has failed and why? Find out more during this session.SPEAKER

Roger Kaufman, Ph .D ., Tallahassee, FL, Professor Emeritus, Florida State University

Track 2C—Developing Surveys that Tell You What Your Members WantJasmine, Terrace LevelDoes the world of surveying your mem-bers seem daunting to you? If yes, please join us for a workshop that will provide both an academic and bar executive per-spective of surveying. Anne Vrooman will lay the foundation for using surveys to glean useful information from your mem-bers followed by Professor Rayburn, who will discuss writing survey questions, rep-resentativeness of surveys, and the mean-ing of response rates and using the results. The bonus is the ample opportunity to ask those specific questions about surveys which may be nagging you.SPEAKERS

Jay Rayburn, APR, CPRC, Ph.D., Talla-hassee, FL, Fellow PRSA, Director, Com-munications Research Center, School of Communications, Florida State UniversityAnne Vrooman, Lansing, MI, Director of Research and Development, State Bar of Michigan


2:45 p.m.–3:15 p.m.Sponsor Networking BreakPre-function Area, Terrace LevelDon’t miss your second chance to visit with our sponsors to learn about their services. The first sponsor raffle prize drawing will be held during this break and winners must be in at-tendance to claim their prize. If you haven’t entered to the raffle yet, now is your chance to visit the tables of participating sponsors to enter to win. The final prize drawing will be held at the end of the Thursday sponsor break.

3:15 p.m.–4:40 p.m.Chat CirclesBrickell/Flagler, Terrace LevelDid you enjoy the sessions that you attended at today’s meeting, but wanted to dig deeper into what was presented? At this chat session, speakers and facilitators from each of the ses-sions will be on hand to talk about the take-aways and stimulate discussion for next steps. Tables will be divided by bar size and session topics. Don’t let those notes you took wallow away in your travel file, make them actionable ideas with your peers!FACILITATORS

Kevin M . Cousins, Tulsa, OK, Executive Di-rector, Tulsa County Bar AssociationWhitney von Haam, Cary, North Carolina, Executive Director, Wake County Bar Asso-ciation 10th Judicial District Bar and NABE Program Committee Vice ChairJill Snitcher McQuain, Columbus, OH, Ex-ecutive Director, Columbus Bar Association

6:30 p.m.–8:30 p.m.NABE Wednesday Night Networking EventOrchid B/C/D, Terrace LevelUnwind from today’s sessions with light recep-tion fare, beverages, music and, of course, net-working with your colleagues from near and far. Sponsored by LawPay

Thursday, February 2, 2017

7:00 a.m.–6:00 p.m.NABE/NCBP/NCBF Joint RegistrationUpper Promenade, Terrace LevelClosed from 12:50 p.m.–1:50 p.m.

8:15 a.m.–9:15 a.m.General and Section Breakfasts

General BreakfastMonroe/Tuttle, Terrace LevelSponsored by CloudLaw, Inc./ZeekBeek

Administration & Finance Section BreakfastPearson I/II, 3rd Floor

Communications Section BreakfastMerrick I, 3rd Floor


9:30 a.m.–10:30 a.m.Plenary Session—The “How” of “What” You SayBrickell/Flagler, Terrace LevelDeclining membership, lawyers and men-tal health, declining law school applications, tough market for law school graduates, and bench-bar relations—the issues are endless! Whether it’s good news or bad, it’s not just what you say, it’s how you say it. How you communicate with all stakeholders from bar association staff, to the community at large, is just as, if not more, important. The first por-tion of this plenary is about what you say, understanding the needs of the various stake-holders (which very much differ from staff and board) and creating messages that are short, succinct and memorable. The second


portion of this plenary will focus on how to deliver those messages.SPEAKERS

Thom Fladung, Cleveland, OH, Vice Presi-dent, Hennes CommunicationsBruce Hennes, Cleveland, OH, Managing Partner, Hennes Communications

10:30 a.m.–11:00 a.m.Sponsor Networking BreakPre-function Area, Terrace LevelTake a break from the morning plenary ses-sion to meet with sponsors one last time. The final raffle prize drawing will be held at the end of this break. You must be in attendance to claim your prize.


Track 3A—Creating Your Own Message Orchid B/C/D, Terrace LevelIn this session, our speakers from the morning plenary will provide the oppor-tunity for you to create your own messages and gain a better understanding of exactly what works and what doesn’t. Then, we’ll combine the “what” and the “how” in a re-al-life setting, while facing an interviewer!SPEAKERS

Thom Fladung, Cleveland, OH, Vice Pres-ident, Hennes CommunicationsBruce Hennes, Cleveland, OH, Managing Partner, Hennes Communications

Track 3B—Gender Equality… It’s ComplicatedHibiscus A/B, Terrace Level For more than two decades, women and men have been graduating from law school in almost equal numbers, yet women re-

main poorly represented in leadership lev-els across the profession. In law firms and corporate legal departments, in academia, on the bench and in our legislatures, de-spite some well-intentioned efforts toward greater gender diversity and equality, little meaningful progress has been made to im-prove the stature of women in the law. Bar associations are not immune to the effects, with women attorneys leaving the profes-sion and our associations in greater num-bers than men. Recent studies confirm the complex nature of the problem and the challenges for the profession as a whole. The Florida Bar’s 2015 Young Lawyers Di-vision survey revealed that a great deal of gender bias still exists in the profession. Nationwide, that bias has been addressed and discussed in a variety of ways in the past year. Join us as we discuss the system-ic barriers to progress for women in law and what we as bar associations are doing and can do to help achieve greater gender equality in the legal profession.MODERATOR

Alysia M . Keating, Esq ., Pittsburgh, PA, Director of Diversity and Gender Equal-ity, Allegheny County Bar Association and NABE Diversity Committee ChairSPEAKERS

Michele Coleman Mayes, Esq ., New York, NY, General Counsel, The New York Public Library and ABA Commission on Women in the Profession ChairRhianna Maras, San Diego, CA, Director of Programming, Lawyers Club of San Di-egoWilliam (Bill) J . Schifino, Jr ., Esq ., Tam-pa, FL, Managing Partner, Burr & Fore-man LLP and The Florida Bar PresidentCo-Sponsored by the NABE Diversity Com-mittee


Track 3C—Earn More, Stress Less, Be Awesome: 6 Simple Strategies to Improve Your LifeJasmine, Terrace LevelYes! You really can increase your effective-ness, decrease your stress, and get more done in less time. This interactive pre-sentation focuses on strategies that you can put to work right now to help you do just that. Lawyers are in the business of transformation. Every day, lawyers help to change their clients’ lives for the better. Bar executives are also in the business of transformation. Every day bar executives and their associations help to change their members’ lives for the better. But all too often, you can lose sight of this reality and get caught up in the crazy, busy day-to-day work life. This presentation will provide tools to help you take control of your life and serve your members better than ever.SPEAKER

Nora Riva Bergman, J .D ., Tarpon Springs, FL, Law Firm Business Coach, Real Life Practice

12:00 p.m.–1:30 p.m.NABE Luncheon and Business MeetingMonroe/Tuttle, Terrace LevelSponsored by LexisNexis

2:00 p.m.–3:30 p.m.NABE Program Committee MeetingGardenia A/B, Terrace Level


NABE 2016-2017 Board of Directors

President Zoe W . Linza, Bar Association of Metropoli-tan St. Louis

President-Elect Robert E . Craghead, Illinois State Bar As-sociation

Vice President Karen Hutchins, Arkansas Bar Association

Secretary Loretta Larsen, Louisiana State Bar Associa-tion

Treasurer Francis J . O’Rourke, Pennsylvania Bar As-sociation

Immediate Past PresidentNancy Roberson, Mecklenburg County Bar

State Bar Directors Wanda Calvin Claiborne, Maryland State Bar Association Terry L . Hill, The Florida Bar

Local Bar Directors Julie Armstrong, Indianapolis Bar Associa-tion Jenna Grubb, Toledo Bar Association

Directors-at-Large Ellen Miller-Sharp, San Diego County Bar Association Marc R . Staenberg, Beverly Hills Bar As-sociation & Foundation

ABA House Delegate Allan Ramsaur, Tennessee Bar Association

NABE Liaisons Pamela E . Robinson, ABA Division for Bar Services Rebecca L . Green-Jablonsky, ABA Division for Bar Services

NABE Finance and Business Administrator Tondanisha Tomlinson, ABA Division for Bar Services

NABE Member Services Coordinator Nora Warens, ABA Division for Bar Services

NABE BOARD OF DIRECTOR S, ABA HOUSE DELEGATE, AND PROGR AM COMMIT TEE


NABE 2017 Midyear Meeting Program Committee

Immediate Past and Interim Chair John Phelps, State Bar of Arizona

Vice ChairWhitney von Haam, Wake County Bar/10th Judicial District Bar

Members Terri Bryant, Atlanta Bar Association Lisa Deane, State Bar of Arizona Carol Madeja, The State Bar of California John Meyers, Kentucky Bar AssociationKevin M . Cousins, Tulsa County Bar As-sociationSharon Nolan, The Chicago Bar AssociationLorrie Trogden, Arkansas Bar AssociationAngela Weston, Maine State Bar AssociationTim Eigo, State Bar of Arizona Crista Hogan, Springfield Metropolitan Bar Association Jill Snitcher McQuain, Columbus Bar As-sociationJordan Yochim, Kansas Bar Association

Ex Officio Members Jack Harkness, The Florida Bar

Board Liaison Robert Craghead, Illinois State Bar Associa-tion

Staff Liaison Rebecca Green-Jablonsky, ABA Division for Bar Services

NABE thanks David Watson, former executive director of the New York State Bar Association and former NABE Program Committee Chair, for his contributions to the 2017 Midyear Meeting.


NABE COMMIT TEE & SECTION LE ADER SHIP

NABE Committees

Audit Steven Laine, Chair, State Bar of GeorgiaJulia Baldini, Vice Chair, Virgin Islands Bar Association

ByLaws Tony Weiler, Chair, State Bar Association of North DakotaYvonne McGhee, Vice Chair, The Virginia Bar Association

Chief Staff Executive Vickie Schatz, Chair, Kansas City Metropoli-tan Bar AssociationMary Augsburger, Vice Chair, Ohio State Bar Association

Diversity Development Alysia Keating, Chair, Allegheny County Bar AssociationHinda Carbon, Vice Chair, Clearwater Bar Association

Elections Tom Pyrz, Chair, Indiana State Bar Associa-tionKevin M . Cousins, Vice Chair, Tulsa County Bar Association

Membership Kenneth Goldsmith, Chair, American Bar AssociationChris Manos, Vice Chair, State Bar of Mon-tana

Scholarship Mahmood Sheikh, Chair, Idaho State Bar Stacy King, Vice Chair, Federal Bar Associa-tion

Small Bar Crista Hogan, Chair, Springfield Metropoli-tan Bar AssociationLiz Simcox, Vice Chair, Dauphin County Bar Association

Sponsorship Bo Landrum, Chair, Birmingham Bar As-sociationSusan Jacobs, Vice Chair, Indiana State Bar Association

Surveys Liz Neeley, Chair, Nebraska State Bar As-sociation

Webinar Dan Barnett, Chair, Bar Association of Met-ropolitan St. LouisMark Mathewson, Vice Chair, Illinois State Bar Association

Website/Knowledge Management Jim Calloway, Chair, Oklahoma Bar Associa-tionMark Tarasiewicz, Vice Chair, Philadelphia Bar Association


NABE Sections

Section on Administration & Finance Angela P . Weston, Chair, Maine State Bar Association Steven E . Laine, Chair-elect, State Bar of Georgia

Section on Communications Leanna Dickstein, Chair, The State Bar of California Heather Folker, Chair-elect, Colorado Bar Association

Section on Governmental Relations Shawn Holahan, Chair, Louisiana State Bar Association Todd Book, Chair-elect, Ohio State Bar As-sociation


1941-1943 Emma E . Dillon, Trenton, NJ* 1943-1944 J .L .W . Henney, Columbus, OH* 1944-1946 Leland M . Cummings, Salt Lake

City, UT* 1946-1947 John Mcl . Smith, Harrisburg, PA* 1947-1949 George H . Turner, Lincoln, NE* 1949-1950 Milton E . Bachman, Lansing, MI* 1950-1951 William J . Park, Austin, TX* 1951-1952 Philip S . Habermann, Madison,

WI* 1952-1953 John E . Berry, Albany, NY* 1953-1954 Joseph B . Miller, Columbus, OH* 1954-1955 Amos M . Pinkerton, Springfield,

IL* 1955-1956 William E . Pool, Austin, TX* 1956-1957 Emma E . Dillon, Trenton, NJ* 1957-1958 Donald S . Molen, Denver, CO 1958-1959 John W . Shuart, Topeka, KS* 1959-1960 Joseph M . Larimer, Chicago, IL* 1960-1961 Kenneth Harris, Oklahoma City,

OK* 1961-1962 Wade F . Baker, Jefferson City,

MO* 1962-1963 Henry H . Harned, Frankfort, KY* 1963-1964 Thomas C . Meyers, Minneapolis,

MN* 1964-1965 John H . Holloway, Portland, OR* 1965-1966 R . Leland Hamilton, St. Louis,

MO* 1966-1967 Alice O’Leary Ralls, Seattle, WA* 1967-1968 Marshall R . Cassedy, Tallahassee,

FL* 1968-1969 Stanley L . Johnson, Los Angeles,

CA* 1969-1970 Alfred C . Schultz, Bismarck, ND* 1970-1971 Madrid Williams, Macon, GA* 1971-1972 Fredrick H . Bolton, Harrisburg,

PA* 1972-1973 Francis J . Bolduc, Trenton, NJ

1973-1974 Edward P . Smith, Providence, RI* 1974-1975 Kay M . Runyon, Minneapolis,

MN 1975-1976 Eldon L . Husted, Phoenix, AZ 1976-1977 John H . Dickason, Springfield, IL* 1977-1978 James I . Smith III, Pittsburgh,

PA* 1978-1979 Reginald T . Hamner, Montgom-

ery, AL 1979-1980 Peter P . Roper, Harrisburg, PA 1980-1981 Jack Lyle, Indianapolis, IN* 1981-1981 G . Edward Friar, Seattle, WA* 1981-1983 Robert N . Durant, Columbia, SC* 1983-1984 Nan Wilder, Phoenix, AZ 1984-1985 William J . Smith, Jr ., Baltimore,

MD 1985-1986 Dalton W . Menhall, Trenton, NJ 1986-1987 Celene Greene, Lake Oswego, OR 1987-1988 Bobbie Lou Nailling-Files, Kan-

sas City, MO* 1988-1989 William J . Carroll, Albany, NY 1989-1990 Terrence M . Murphy, Chicago, IL 1990-1991 Edward M . Bonney, Augusta, ME 1991-1992 John F . Harkness, Jr ., Tallahas-

see, FL 1992-1993 Theodore Stellwag, Harrisburg,

PA* 1993-1994 Paul V . Carlin, Baltimore, MD 1994-1995 Nancy A . Galloway, West Bloom-

field, MI 1995-1996 Bruce Hamilton, Phoenix, AZ 1996-1997 Dennis P . Harwick, Seattle, WA 1997-1998 Keith A . Birkes, Jefferson City,

MO 1998-1999 Katherine S . Bifaro, Buffalo, NY 1999-2000 Gilbert R . Campbell, Jr ., Nash-

ville, TN 2000-2001 Betty J . Braden, Madison, WI 2001-2002 Diane O’Steen, Atlanta, GA

NABE PA ST PRESIDENTS


2002-2003 Thomas R . Tinder, Charleston, WV

2003-2004 Thomas A . Pyrz, Indianapolis, IN 2004-2005 Anne Fritz, Memphis, TN 2005-2006 Thomas Edmonds, Richmond,

VA 2006-2007 Allan Head, Cary, NC 2007-2008 Evelyn Albert, Lancaster, PA 2008-2009 Rodney Wegener, Tigard, OR 2009-2010 Jack Lockridge, Arlington, VA

2010-2011 Carolyn Breen Witt, New Haven, CT*

2011-2012 Dana J . Collier Smith, Denver, CO

2012-2013 Yvonne C . McGhee, Fairfax, VA 2013-2014 David A . Blaner, Pittsburgh, PA 2014-2015 George C . Brown, Madison, WI2015-2016 Nancy M . Roberson, Charlotte,

NC*Deceased


NABE Bolton Award for Outstanding Bar Leadership

1978 Wade F . Baker, Missouri 1979 Marshall Cassedy, Florida* 1980 Lois M . Mcilroy, Oklahoma 1981 Reginald T . Hamner, Alabama 1982 Joseph B . Miller, Ohio* 1983 John H . Dickason, Illinois 1984 Edward P . Smith, Rhode Island 1985 E .A . “Wally” Richter, Missouri 1986 Peter P . Roper, Pennsylvania 1987 Alexander Lagusch, Ohio 1988 Jack Lyle, Indiana* 1989 Katherine S . Bifaro, New York 1990 JoAnna Moreland, Texas 1991 Marcia Poell Holston, Kansas 1992 Tom Brady, Ohio 1993 Edward M . Bonney, Maine 1994 Bobbie Lou Nailling-Files, Missouri* 1995 Theodore Stellwag, Pennsylvania* 1996 Paul V . Carlin, Maryland 1997 William J . Carroll, New York 1998 Diane O’Steen, Georgia

1999 Kenneth Klein, Missouri* 2000 Elizabeth C . Price, Pennsylvania* 2001 Beth Keigher, New York 2002 Charles Turner, Colorado 2003 Robert Craghead, Illinois 2004 Keith Birkes, Missouri 2005 Sandra Cousins, Oklahoma 2006 Denny L . Ramey, Ohio 2007 Thomas Edmonds, Virginia 2008 Thomas A . Pyrz, Indiana 2009 Robert S . Wells, South Carolina 2010 Allan B . Head, North Carolina 2011 Larry Houchins, Mississippi 2012 Jack Lockridge, Virginia 2013 William Weisenberg, Ohio 2014 Evelyn Albert, Pennsylvania 2015 Roseanne Lucianek, Illinois 2016 John C . Norwine, Ohio

*Deceased

NABE President’s Award

2001 John C . Norwine, Cincinnati Bar Association

2002 Rod Wegener, Oregon State Bar 2003 Division for Bar Services Staff,

American Bar Association 2004 Susan Jacobs, Indiana State Bar 2004 Helen McDonald, Rhode Island Bar

Association 2005 Susan Andres, Alabama State Bar 2006 Toby Brown, Utah State Bar 2006 Stuart Forsyth, Los Angeles County

Bar Association

2007 Dana Collier Smith, Colorado Bar Association

2008 Pamela Robinson, ABA Division for Bar Services

2008 Patricia Yevics, Maryland State Bar Association

2009 Yvonne McGhee, Fairfax Bar Association

2010 Sam Clinch, Nebraska State Bar Association

2010 Susan Jacobs, Indiana State Bar Association

NABE AWARD RECIPIENTS


2011 David Bohm, North Carolina Bar Association

2012 Anne Strickland, North Carolina Bar Association

2013 Carolyn B .Witt, New Haven County Bar Association*

2014 Kevin Ryan, Vermont Bar Association 2015 Paula Littlewood, Washington State

Bar Association2016 John F . Phelps, State Bar of Arizona

*Deceased

NABE Peer Excellence Award

2006 Yvonne McGhee, Fairfax Bar Association

2007 Toby Brown, Utah State Bar 2009 Mark Mathewson, Illinois State Bar

Association 2011 John Sirman, State Bar of Texas 2013 Kenneth Goldsmith, American Bar

Association

2014 David Bohm, North Carolina Bar Association

2014 Sayre Happich Ribera, Bar Association of San Francisco

2016 Alexa Giacomini, Illinois State Bar Association

2017 NABE NCBP NCBF MIDYEAR MEETING 23 MIAMI

NCBP SPONSOR SThank you to our sponsors for their generous support of the 2017 Midyear Meeting. Visit our sponsors in the Pre-function Area, Terrace Level, during the NCBP Sponsor Networking Breaks on Friday, February 3, 2017, from 10:15 a.m.–10:45 a.m. and 1:10 p.m.–1:30 p.m.

PLATINUMLexisNexisAfsoon Khatibloo- McClellan, JD, Director Global Associations9443 Springboro PikeMiamisburg, OH 45342 (937) 247-8124 afsoon.mcclellan@ lexisnexis.comwww.lexisnexis.com

DIAMONDThe Florida Bar

Rimkus Consulting Group, Inc.Patrick Worsham, Vice President, Strategic AccountsEight Greenway Plaza, Suite 500Houston, TX 77046(713) [email protected] www.rimkus.com

GOLDYourMembershipJP Guilbault, CEO + President9620 Executive Center Drive North, Suite 200St. Petersburg, FL 33702(727) [email protected] Website

SILVER

ABA Retirement Funds ProgramMichael Moniz, Vice President, Head of New Plan Acquisition and Strategic Relationships30 Braintree Hill Office ParkBraintree, MA 02766(508) 517-9550michael.moniz@ abaretirement.comwww.abaretirement.com

Legal Services Link Matthew W . Horn, Founder and President222 Merchandise Mart Plaza, Suite 1212 Chicago, IL 60654 (847) [email protected]

LAW FIRM SPONSORSHIPSBENEFACTORBaker, Donelson, Bearman, Caldwell & Berkowitz, PCJonathan Cole, Shareholder211 Commerce Street, Suite 800Nashville, TN 37201(615) [email protected]

McLane Middleton, Professional AssociationJennifer L . Parent, Director and Chair of Litigation Department900 Elm Street, P.O. Box 326 Manchester, NH 03105(603) 628-1360 New Hampshire: Manchester | Concord | PortsmouthMassachusetts: Woburn | [email protected] www.mclane.com PATRONBerger Singerman Michael J . Higer, 1450 Brickell Avenue, Suite 1900Miami, FL 33131(305) [email protected]

Burr & FormanWilliam J . Schifino Jr ., PartnerOne Tampa City Center, Suite 3200201 North Franklin StreetTampa, FL [email protected] www.burr.com

24 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI

Carlton FieldsGwynne A . Young, Shareholder4221 West Boy Scout Boulevard, Suite 1000Tampa, FL 33607(813) 229-4333 [email protected]

Faegre Baker DanielsA . Scott Chinn, Partner300 North Meridian Street, Suite 2700Indianapolis, Indiana 46204(317) [email protected] www.faegrebd.com

Gunster Law FirmMichael Freed, Shareholder225 Water Street, Suite 1750Jacksonville, FL [email protected] Diversity Forum Sponsor

Haliczer, Pettis & SchwammEugene K . Pettis, Co-FounderOne Financial PlazaSeventh Floor, 100 SE 3rd AveFort Lauderdale, FL 33394(954) 523-9922 [email protected]

Rosen, Rosen & HagoodAlice F . Paylor, AttorneyP.O. Box 893Charleston, SC 29402(843) [email protected] www.rrhlawfirm.com

Smith Correll, LLPMark L . Smith, Partner11766 Wilshire Boulevard, Suite 1670Los Angeles, CA 90025(213) [email protected]

Stites & Harbison, PLLCDouglass Farnsley, Member400 West Market Street, Suite 1800Louisville, KY 40202 (502) [email protected]

Turner Padget Graham & Laney, P.A.Lanneau Wm . Lambert, Jr ., Shareholder1901 Main Street, Suite 1700Columbia SC 29201(803) [email protected]

PARTNER

Butler Rubin Saltarelli & Boyd LLPDaniel A . Cotter, Partner321 North Clark, Suite 400Chicago, IL 60654(312) [email protected]

Gerard Fox Law PCJohn Rubiner, Partner1880 Century Park East, Suite 1410Los Angeles, CA 90067(310) [email protected]

Valentine Austriaco and Bueschel P.C. Aurora Abella-Austriaco, Shareholder 105 West Adams, 35th floorChicago, IL 60603(312) [email protected]



7:00 a.m.–6:00 p.m.NABE/NCBP/NCBF Registration Upper Promenade, Terrace LevelRegistration will be closed from 12:50 p.m.–1:50 p.m.

7:30 a.m.–8:30 a.m.NCBP Finance & Investment Committee Meeting Azalea A/B, Terrace Level

7:45 a.m.–8:30 a.m.NCBP Sponsorship Committee Meeting Gardenia A/B, Terrace Level

8:30 a.m.–9:30 a.m.NCBP Membership Committee Meeting Azalea A/B, Terrace Level

9:30 a.m.–11:00 a.m.NCBP Communications Committee Meeting Gardenia A/B, Terrace Level

10:15 a.m.–11:00 a.m.NCBP Diversity & Inclusion Committee Meeting Azalea A/B, Terrace Level

11:00 a.m.–1:00 p.m.NCBP Program Committee Meeting Gardenia A/B, Terrace Level

2017 NCBP MIDYE AR MEETINGUnless otherwise noted below, sessions and events will take place at the Hyatt Regency Miami, 400 SE Second Avenue, Miami, Florida, USA, 33131.

1:00 p.m.–3:00 p.m.NCBP Executive Council Meeting Pearson I/II, 3rd Floor

2:00 p.m.–4:00 p.m.MBC Executive Committee Meeting Azalea A/B, Terrace Level

3:00 p.m.–4:00 p.m.1st Timers OrientationFlagler, Terrace LevelIf this is your first NCBP conference, then this is the event you want to attend. Hear what’s happening at the 2017 NCBP Midyear Meet-ing and meet NCBP leaders to learn about the organization and opportunities for active in-volvement. Get to know your colleagues in bar leadership positions across the country. SPEAKER

Aurora Abella-Austriaco, Chicago, IL, Past President, The Chicago Bar Association and Member, NCBP Executive Council

4:00 p.m.–5:00 p.m.Pre-meeting Workshop—The Bar Leader’s Essential Guide to Social Media (Optional Programming)Tuttle South, Terrace LevelWhether you’re new to social media or just looking to hone a few skills, this is the work-shop for you! We’ve all heard how essential social media can be. But diving in without a sense for what’s involved can be overwhelm-ing, and building a network that provides real value takes both understanding and hard work. With new social media platforms pop-ping up daily, it’s hard to know what’s a “must


have!” and what’s just another passing fad. Our panelists will educate, inform, and engage you in a hands-on help session aimed to get you on track with a platform that’s best for you. This mini crash course on the use of social media to build awareness and establish your brand is not to be missed! SPEAKERS

Danny Aller, Tallahassee, FL, Public Infor-mation Coordinator for Social Media, The Florida BarRobin L . Haynes, Spokane Valley, WA, Presi-dent, Washington State Bar Association Molly Kilmer Flood, Chicago, IL, Research and Information Manager, American Bar As-sociation

5:00 p.m.–6:30 p.m.NCBP Welcome Reception Jasmine, Terrace LevelJoin NCBP for a welcome reception for all NCBP, NABE Joint Meeting and NCBF regis-trants. Come greet your bar colleagues before your evening plans in Miami.

7:00 p.m.–10:00 p.m.NCBP Executive Council and Council Alumni DinnerPrivate Event by Invitation OnlySponsored by LexisNexis

7:00 p.m.–10:00 p.m.MBC Executive Committee Dinner (ticket required)Private Event by Invitation Only

Friday, February 3, 2017Enjoy a breakfast on your own. The opening session will begin at 8:45 and will include cof-fee, tea, and water.

7:45 a.m.–5:00 p.m.NABE/NCBP/NCBF Registration Upper Promenade, Terrace LevelRegistration will be closed from 12:00 p.m.–1:00 p.m.

8:45 a.m.–9:00 a.m.Welcome and IntroductionsMonroe/Tuttle, Terrace LevelNCBP President Jonathan Cole will welcome you to the NCBP and NCBF Midyear Meet-ings. The opening plenary will follow.SPEAKERS

Jonathan Cole, Nashville, TN, Past President, The Nashville Bar Association and President, National Conference of Bar Presidents Zoe W . Linza, St. Louis, MO, Executive Direc-tor, Bar Association of Metropolitan St. Louis and President, National Association of Bar ExecutivesLorrie K . Albert, Pittsburgh, PA, Associate Executive Director, Allegheny County Bar Foundation and President, National Confer-ence of Bar Foundations William J . Schifino, Jr ., Tampa, FL, President, The Florida Bar

9:00 a.m.–10:15 a.m.Friday Morning Plenary—Building Bridges Across Deep Divides—Bar Leaders As Trusted Conveners In Troubled TimesMonroe/Tuttle, Terrace LevelEvery day, news outlets and social media ex-pose deep community divisions—arising from police-involved shootings, immigration and religious differences, water rights disputes, etc.—that lurk below the surface, or erupt with violent and lasting consequences. Each of us faces the same big question: What are the roles of lawyers and the organized bar in addressing distrust, protecting rights, resolv-ing disputes and upholding the rule of law?


We will examine recent flash points and bar responses—what bars can do, have done and should have done proactively, to keep and de-velop trust among diverse community stake-holders. We will share lessons learned, actions taken, plans in progress and communications tools that your unified, voluntary, state and metropolitan bars need to know to improve, reform, monitor, and rebuild trust in the rule of law in 21st century America.MODERATOR

Carl D . Smallwood, Columbus, OH, Past President, Columbus Bar Association and Past President, National Conference of Bar Presi-dentsSPEAKERS

Dana Tippen Cutler, Kansas City, MO, Presi-dent, The Missouri BarAntoinette Barksdale, Miami, FL, Commu-nity Relations Service, U.S. Department of Justice (Invited)Tom Battles, Miami, FL, Community Relations Service, U.S. Department of Justice (Invited)Harold Franklin, Atlanta, GA, Immediate Past President, Atlanta Bar AssociationRobin Wolpert, Minneapolis, MN, President, Minnesota State Bar Association

10:15 a.m.–10:45 a.m.Sponsorship Break Pre-function Area, Terrace LevelTake a refreshment break and learn about the products and services offered by our generous sponsors. Don’t forget to leave your business card with vendors for a chance to win great raffle prizes!

10:45 a.m.–11:45 a.m.Track Sessions—

1A: Technology—The Bar’s Role in Virtual LawMiami Lecture Hall, 3rd Floor

The first virtual law office was created over 20 years ago, but the practice is still a new concept to many bar leaders. How do bars regulate law firms that don’t have “walls”? What models are out there for law firms to work in this new technology? What is the bar’s role in training, educating and mentor-ing virtual lawyers who have a completely different orientation from the “traditional” law firm? What are the career paths for vir-tual lawyers? This workshop will showcase services bars can offer to members who are operating without walls.MODERATOR

A . Scott Chinn, Indianapolis, IN, Past President, Indianapolis Bar Association and Member, NCBP Executive Council SPEAKERS

Chad E . Burton, Dayton, OH, CEO, Curo-Legal Richard S . Granat, Palm Beach Gardens, FL, CEO/Founder, DirectLaw, Inc. and Managing Partner, Granat Legal Services, P.C. Natalie Kelly, Atlanta, GA, Director of Law Practice Management Program, State Bar of Georgia

2A: Membership—Is Your Bar Thriving, or Just Surviving?Hibiscus A/B, Terrace LevelMembers are the lifeblood of the bar and provide the passion, leadership, and hard work needed to fulfill the bar’s mission. Attracting new members and retaining current ones are among the most impor-tant duties of a voluntary bar. But a thriv-ing membership doesn’t just happen; it requires good planning and year-round attention from leaders like you. Through exploring programming successes from other bars and facilitated discussion to assist brainstorming for your own, this


session will provide you with the tools to not only retain your current members, but bring in new members to keep your bar thriving, not just surviving.MODERATOR

Amie Martinez, Lincoln, NE, Past Presi-dent, Nebraska State Bar Association and Member, NCBP Executive Council SPEAKERS

Elizabeth Jamison, Alexandria, VA, Presi-dent-Elect, Military Spouse JD Network Liz Neeley, Lincoln, NE, Executive Direc-tor, Nebraska State Bar Association John J . Williams, Cincinnati, OH, Presi-dent-Elect, The Cincinnati Bar

3A: Building the Capacity of Bars—Crisis Communication: Master ClassOrchid B/C/D, Terrace LevelWe heard in the Friday Morning Plenary about flash points in the community and how a bar can react. Are you prepared for this? What happens if a crisis impacts your bar association? Bruce M. Hennes, a specialist in crisis communication and renowned ABA Bar Leadership Institute speaker, joins us for an in-depth discus-sion of crisis communication techniques.SPEAKER

Bruce M . Hennes, Cleveland, OH, Man-aging Partner, Hennes Communications

4A: MBC—Essential Board Leadership—The Partnership Between the Board and Executive StaffBrickell North/Center, Terrace LevelThe best bar association boards are those that work together with each other and the executive leadership to constantly improve the association. The most effective boards create a culture of respect for each other

and the staff. That culture of respect begins with each board member understanding the particular skills they bring to the board table and appreciating the skills of the other board members and executive leadership. Constantly cultivating and improving your board is your key to success. Nora Riva Bergman will help you learn to separate the duties between bar staff and bar leaders to make your bar successful.SPEAKER

Nora Riva Bergman, Tarpon Springs, FL, Certified Practice Advisor, Atticus and Founder, Real Life Practice

5A: What Donors Want, Part I—Establish Trust in your Organization: Use your Public Image to Attract Support for your Cause Pearson I/II, 3rd FloorWondering how to turn one-time donors into long-term investors in your cause? This conversion happens when donors un-derstand your organization’s dream, and what you need to make that vision happen. Learn how to take a coordinated approach to your public image, starting with your vi-sion and mission, and incorporating your public documents, like the 990. Whether you fill a seat on the Bar Foundation board or serve as its Executive Director, learn how donors and validators like Charity Navigator and the BBB Wise Giving Alli-ance use the 990 to evaluate performance, and how to implement the best business practices to attract sustainable investment.SPEAKERS

Richard Neustedter, Miami Beach, FL, Partner, Non-profit Financial SpecialistsBarbara O’Reilly, CFRE, Herndon, VA, Principal, Windmill Hill Consulting, LLC


11:45 a.m.–1:10 p.m.NCBP/NABE/NCBF Joint Luncheon, Sponsor Introductions and Plenary—Addressing Crises Through MindfulnessMonroe/Tuttle, Terrace LevelFrom reducing anxiety to improving commu-nication with bars and communities in crisis, this panel will show that subtle shifts in how you think about challenges, small and large, can improve outcomes.MODERATOR

Patrick Palace, Tacoma, WA, Past President, Washington State Bar AssociationSPEAKERS

Chris M . McAliley, Miami, FL, United States Magistrate Judge, United States CourtsScott L . Rogers, Miami, FL, Lecturer in Law & Director, Mindfulness in Law Program, Uni-versity of Miami School of Law

1:10 p.m.–1:30 p.m.Sponsorship Break Pre-function Area, Terrace LevelEnjoy refreshments and this final opportunity to meet with our generous sponsors. Leave your business card for a chance to win raffle prizes. Raffle prizes will be drawn at the end of the break and you must be present to win!

1:30 p.m.–2:30 p.m.Track Sessions—

1B: Technology—Artificial Intelligence and Evolving Technology: Do you Know Whether your Professional Responsibility has Changed?Miami Lecture Hall, 3rd FloorMore than half of the states and jurisdic-tions have adopted changes to the Rules of Professional Conduct (RPC) requiring

lawyers to understand technology and take affirmative steps to protect their clients’ in-formation security. This session will high-light some of the RPC changes, analyze various scenarios, and provide practical ways bar associations can provide invalu-able training and resources for their mem-bers. We will specifically address Florida’s requirement that lawyers take technology-related CLE. MODERATOR

Fredric S . Ury, Fairfield, CT, Past Presi-dent, Connecticut Bar Association and Past President, NCBP SPEAKERS

Daniel A . Cotter, Chicago, IL, Past Presi-dent, The Chicago Bar Association and Member, NCBP Executive Council Andrew Perlman, Boston, MA, Dean and Professor, Suffolk University Law School and Chair, ABA Center for Innovation Governing Council Renee E . Thompson, Ocala, FL, Board of Governors, The Florida Bar and Past Presi-dent, The Florida Bar Young Lawyers Divi-sion

2B: Membership—Don’t Settle for Just Dues. Create Value for Your Bar MembersHibiscus A/B, Terrace LevelIn today’s economy, members want more for their dues dollars than to just feel good about supporting their bar. They want useful. They want ROI. They want value. Value consciousness is entrenched in the consumer society, and bar associations are not exempt from this trend. In this show-and-tell session, you’ll hear from several bar leaders who have moved from simply collecting dues to creating valuable experi-ences for their members.


SPEAKERS

Daniel M . Kotin, Chicago, IL, President, The Chicago Bar Association Allan Ramsaur, Nashville, TN, Executive Director, Tennessee Bar Association Pedro Torres-Diaz, Miami, FL, National President, Hispanic National Bar Associa-tion

3B: Building the Capacity of Bars—Priming the Board Pump: Don’t Let Your Governance Be the Death of YouOrchid B/C/D, Terrace LevelPriming the Pump (Idiom): To take ac-tion to stimulate growth and success. Is your board equipped to tackle challenges? Are you ready, willing, and able to lead your bar through rough waters as well as smooth sailing? It is always a good time to hone your governance tools, clean out the closet, and re-think those rules that might not allow you to move as nimbly as an or-ganization must to get the job done. Come hear first-hand tips, tricks and best prac-tices from other bars who are priming the pump for outstanding board governance in real-time.SPEAKERS

Julie M . Armstrong, Indianapolis, IN, Ex-ecutive Director, Indianapolis Bar Associa-tion & Foundation Ellen Miller-Sharp, San Diego, CA, Exec-utive Director and CEO, San Diego Coun-ty Bar Association

4B: MBC—Get Ready for a Successful Bar Year! 55 Ways to Increase Your Productivity, Decrease Your Stress, and Get More Done in Less TimeBrickell North/Center, Terrace LevelYou’re the leader. Now what?! How are you

going to get it all done? The practice of law is challenging enough on its own. Dead-lines. Staffing issues. Marketing. Those de-manding clients always wanting to speak with you. And now you’re expected to lead a bar association. If everyone would just leave you alone, maybe you could get something done. Have no fear! There are simple changes you can make to your daily routine that will help you increase your productivity, decrease your stress, and get more done in less time. Find out how in this fun and fast-paced session designed to help you shed your unproductive ways and emerge as a lean, mean, effectiveness machine.SPEAKER

Nora Riva Bergman, Tarpon Springs, FL, Certified Practice Advisor, Atticus and Founder, Real Life Practice

5B: What Donors Want, Part II—Talk Impact, not Overhead: Strategies to end the Nonprofit Starvation CyclePearson I/II, 3rd FloorWe’ve all heard it. “For every $1 you give, 90¢ goes back into the community.” But is this the best metric to describe your results? Learn ways to shift the conversa-tion from overhead to impact, and identify operational strategies to end the nonprofit starvation cycle. Identify what drives do-nors to give and to stop giving, and how to position your work so that donors ask “What do good outcomes cost?” instead of focusing on overhead.SPEAKERS




2:40 p.m.–3:40 p.m.Diversity Forum—Gender Bias—Why it Matters and How to Approach itMonroe/Tuttle, Terrace LevelRay Abadin, Past President of The Florida Bar, will lead a hard hitting, provocative and in-teractive discussion on the subject of implicit gender bias: What is it? Why does it matter? What can be done to approach this very real dynamic in a way that unifies rather than di-vides? Whether and how you respond will de-termine what your association will look like in the mid and long terms. You will not want to miss this discussion, co-sponsored by the Na-tional Conference of Women Bar Associations and the ABA Young Lawyers Division.SPEAKER

RamÓn A . Abadin, Miami, FL, Immediate Past President, The Florida BarCLOSING

Amanda Green Alexander, Jackson, MS, President, National Conference of Women’s Bar Associations


3:45 p.m.–4:45 p.m.Roundtable Discussions

State Bar RoundtablesHibiscus A/B, Terrace LevelThis is your chance as a state bar leader to discuss issues important to you with other state bar leaders. Join us for TED Talk-style discussions to help you think about your bar association in a new way.

Metro Bar Roundtables Brickell North/Center, Terrace LevelThis MBC “signature” event continues to be a can’t miss session. We will discuss sev-eral topics based upon the day’s program-ming. Don’t miss this opportunity to meet with other metro bar leaders and bring your ideas for making metro bars smarter and stronger. Specialty Bar RoundtablesMonroe/Tuttle, Terrace LevelFollowing the Diversity Forum, leaders of specialty bars are invited to stay and dis-cuss items of importance to you. This is your chance to network with other spe-cialty bar leaders and share your thoughts.

5:30 p.m.–7:00 p.m.NCBP/NABE/NCBF Joint Reception River Walk, Terrace LevelTop off the day with a fun and relaxing oppor-tunity to network with other bar leaders, enjoy drinks and light hors d’oeuvres in a unique setting. NCBP and NABE joint registrations include a ticket to this event. Others can pur-chase tickets at the NABE/NCBP/NCBF regis-tration desk.Sponsored by LexisNexis

Saturday, February 4, 2017

7:45 a.m.–11:30 a.m.NABE/NCBP/NCBF Registration Upper Promenade, Terrace Level

8:15 a.m.–9:30 a.m.NCBP Saturday Morning Breakfast, Awards and ABA President SpeaksJasmine, Terrace Level


NCBP President Jonathan Cole will present the ABA Law Day, Louis M. Brown and the 2017 NCBP Fellows Awards. We’ll hear from the NCBP Fellows Award winner and ABA President Linda A. Klein. Read more about awards being presented on page 52.SPEAKER

Linda A . Klein, Atlanta, GA, President, American Bar AssociationSponsored by Rimkus

9:30 a.m.–11:00 a.m.Saturday Morning Plenary—Embracing Today’s Technology and Tomorrow’s InnovationsJasmine, Terrace LevelYesterday’s technology, some of which is now outdated, is basic equipment in today’s law firms. Do you have today’s technology? Do you know what is being developed? We will take the mystery out of technology and help you and your bar members identify the fax machine of tomorrow. This interactive ses-sion will highlight recent advances in technol-ogy affecting lawyers and bar associations and provide practical tips for embracing today’s rapidly changing technology. Be the leader that helps your bar and its members become the groundbreakers in tomorrow’s innova-tions. Help us make this an exciting end to our time together in Miami!MODERATOR

Rita A . Sheffey, Atlanta, GA, Past President, the Atlanta Bar Association and Member, NCBP Executive CouncilSPEAKERS

Andrew Arruda, San Francisco, CA, CEO/Cofounder, ROSS Intelligence, Inc. Josh Becker, Palo Alto, CA, CEO, Lex MachinaNatalie Kelly, Atlanta, GA, Director of Law Practice Management Program, State Bar of Georgia

Sharon D . Nelson, Fairfax, VA, Owner, Sensei Enterprises, Inc. and Past President, Virginia State Bar

11:00 a.m.–11:15 a.m.Wrap up and AdjournJasmine, Terrace LevelHear last minute announcements from Presi-dent Cole before the 2017 NCBP Midyear Meeting wraps up.


Officers

President Jonathan Cole, Nashville, TN

President-Elect Christine H . Hickey, Indianapolis, IN

Treasurer Jennifer L . Parent, Manchester, NH

Secretary Nathan D . Alder, Salt Lake City, UT

Immediate Past President Lanneau W . Lambert, Jr., Columbia, SC

Council Members-at-Large

Terms Expiring 2017Aurora Abella-Austriaco, Chicago, IL Michael R . Freed, Jacksonville, FL Alice F . Paylor, Charleston, SC John K . Rubiner, Los Angeles, CA Mary L . Smith, Lansing, IL

Terms Expiring 2018A . Scott Chinn, Indianapolis, INDaniel A . Cotter, Chicago, ILThomas C . Rombach, New Baltimore, MIRita A . Sheffey, Atlanta, GAAngelina Tsu, Salt Lake City, UT

Terms Expiring 2019Douglass Farnsley, Louisville, KYAmie Martinez, Lincoln, NEMarcella McLaughlin, San Diego, CAEric Shepperd, Austin, TXJonathan O . Steen, Jackson, TN

Ex OfficioLinda A . Klein, Atlanta, GASusan W . Sowards, Jacksonville, FL

NCBP LiaisonsPamela E . Robinson, ABA Division for Bar Services, Chicago, IL Rebecca L . Green-Jablonsky, ABA Division for Bar Services, Chicago, IL Teresa Peavy, ABA Division for Bar Services, Chicago, IL

NCBP Member Services CoordinatorSteve Jones, ABA Division for Bar Services, Chicago, IL

NCBP 2016 -2017 E XECUTIVE COUNCIL AND COMMIT TEES


NCBP Committees

CommunicationsA . Scott Chinn, Indianapolis, IN, ChairNathan D . Alder, Salt Lake City, UTDaniel A . Cotter, Chicago, ILMelissa Darigan, Providence, RIUmberto Davi, Western Springs, ILRaymond “Tom” Elligett, Tampa, FLLibby Jamison, Alexandria, VAJohn G . Locallo, Chicago, ILAmie Martinez, Lincoln, NEMarcella McLaughlin, San Diego, CANancy Mogab, St. Louis, MOErnest Morris, Kingshill, VIEric Shepperd, Austin, TXToronda Silas, Atlanta, GAMary L . Smith, Lansing, ILJonathan O . Steen, Jackson, TNKathleen Wilkinson, Philadelphia, PA

Diversity & InclusionMichael R . Freed, Jacksonville, FL, ChairAurora Abella-Austriaco, Chicago, ILMichelle Browning Coughlin, Louisville, KYKaren DeMeola, Hartford, CTCharles Eppolito, III, Philadelphia, PADouglass Farnsley, Louisville, KYAnne O . Ford, Brecksville, OHAmy Fowler, Salt Lake City, UTMonte Frank, Danbury, CTAmber Hollister, Portland, ORKevin Judd, Washington, DCMichelle Kennedy, Salt Lake City, UTJason Long, Knoxville, TNMarcella McLaughlin, San Diego, CAErnest Morris Kingshill, VITim O’Brien, Kansas City, KSAlice F . Paylor, Charleston, SCDoreen Rachal, Boston, MAThomas C . Rombach, New Baltimore, MIJohn K . Rubiner, Los Angeles, CACarl D . Smallwood, Columbus, OH

Mary L . Smith, Lansing, ILChristine Stuart, Fairfield, CAAngelina Tsu, Salt Lake City, UTLisa Wellman-Ally, Claremont, NHSuntrease Williams-Maynard, Mobile, ALKathleen Wilkinson, Philadelphia, PA

Finance & Investment CommitteeJennifer L . Parent, Manchester, NH, Co-chairJohn K . Rubiner, Los Angeles, CA, Co-chairNathan D . Alder, Salt Lake City, UTHeidi Barcus, Knoxville, TNJoe Bataillon, Omaha, NEDavid Crawford, St. Louis, MOCourtney Fong, Chicago, ILChristine H . Hickey, Indianapolis, INRichard Raleigh, Jr., Huntsville, ALJonathan O . Steen, Jackson, TNSharon Stern-Gerstman, Buffalo, NY

MembershipAurora Abella-Austriaco, Chicago, IL, ChairSara Austin, York, PALee Bussart, Lewisburg, TNA . Scott Chinn, Indianapolis, INUmberto Davi, Western Springs, ILCharles Eppolito, III, Philadelphia, PAMichael R . Freed, Jacksonville, FLThomas Howlett, Bloomfield Hills, MIAngus Macaulay, Columbia, SCAmie Martinez, Lincoln, NEAlice F . Paylor, Charleston, SCDoreen Rachal, Boston, MARichard Raleigh, Jr., Huntsville, ALEric Shepperd, Austin, TXMary L . Smith, Lansing, ILJoseph Sullivan, Great Falls, MTAngelina Tsu, Salt Lake City, UTLisa Wellman-Ally, Claremont, NHSuntrease Williams-Maynard, Mobile, AL


Membership Committee—Fellows Award & Outreach SubcommitteeAlice F . Paylor, Charleston, SC, ChairFrank Neuner, Jr., Lafayette, LALynn Newsome, Florham Park, NJJennifer L . Parent, Manchester, NHJoseph Sullivan, Great Falls, MTCarol L . Worthington, Knoxville, TN

Program CommitteeAnnual and Midyear Meeting Program SubcommitteeChristine H . Hickey, Indianapolis, IN, ChairHeidi Barcus, Knoxville, TNMichelle Browning Coughlin, Louis-ville, KYA . Scott Chinn, Indianapolis, INDaniel A . Cotter, Chicago, ILDavid Crawford, St. Louis, MOMark Cunningham, New Orleans, LAMelissa Darigan, Providence, RIAnne O . Ford, Brecksville, OHAmy Fowler, Salt Lake City, UTJames Guy, Glen Allen, VAAmber Hollister, Portland, ORLibby Jamison, Alexandria, VAThomas Lyons, Providence, RIAngus Macaulay, Columbia, SCAmie Martinez, Lincoln, NENancy Mogab, St. Louis, MOPatrick Palace, Tacoma, WAJennifer L . Parent, Manchester, NHDainen Penta, Seattle, WAJohn K . Rubiner, Los Angeles, CA Rita A . Sheffey, Atlanta, GACarl D . Smallwood, Columbus, OHJonathan O . Steen, Jackson, TNJoseph Sullivan, Great Falls, MTFred Ury, Fairfield, CTKathleen Wilkinson, Philadelphia, PAAngela Woolridge, Tucson, AZ

21st Century Lawyer Program SubcommitteeThomas C . Rombach, New Baltimore, MI, ChairNathan D . Alder, Salt Lake City, UTAurora Abella-Austriaco, Chicago, ILJosie Beets, Alexandria, VALee Bussart, Lewisburg, TNKaren DeMeola, Hartford, CTChristine H . Hickey, Indianapolis, INThomas Howlett, Bloomfield Hills, MIJohn G . Locallo, Chicago, ILJason Long, Knoxville, TNTim O’Brien, Kansas City, KS

SponsorshipRita A . Sheffey, Atlanta, GA, ChairJosie Beets, Alexandria, VADouglass Farnsley, Louisville, KYMichael R . Freed, Jacksonville, FLAlice F . Paylor, Charleston, SCThomas C . Rombach, New Baltimore, MIJohn K . Rubiner, Los Angeles, CAAngelina Tsu, Salt Lake City, UTGwynne Young, Tampa, FL


2017 NCBP ORGANIZ ATIONAL MEMBER SOrganizational members are listed for the fiscal year of January 1, 2017–December 31, 2017. The list provided below is as of January 1, 2017.

*Metropolitan Bar Caucus 2017 Members

ALABAMAAlabama State BarBirmingham Bar Association*Mobile Bar Association

Women Lawyers

ALASKAAlaska Bar Association

ARIZONAState Bar of ArizonaArizona Women Lawyers

Association

ARKANSASArkansas Bar Association

CALIFORNIABeverly Hills Bar Association*Los Angeles County Bar

AssociationSacramento County Bar

AssociationSan Diego County Bar

Association*

COLORADOColorado Bar AssociationBoulder County Bar

AssociationDenver Bar Association*

CONNECTICUTConnecticut Bar Association

DELAWAREDelaware State Bar Association

DISTRICT OF COLUMBIAThe District of Columbia BarNational Bar AssociationWomen’s Bar Association of

DC

FLORIDAThe Florida BarOrange County Bar

Association*The Jacksonville Bar

Association*

GEORGIAState Bar of GeorgiaAtlanta Bar Association*Georgia Association of Black

Women Attorneys

IDAHOIdaho State Bar

ILLINOISIllinois State Bar AssociationChinese American Bar

Association of Greater Chicago

Dupage County Bar Association*

The Chicago Bar Association*

INDIANAIndiana State Bar AssociationIndianapolis Bar Association*

IOWAThe Iowa State Bar Association

KANSASKansas Bar AssociationWichita Bar Association

KENTUCKYKentucky Bar AssociationLouisville Bar Association*MothersEsquire

LOUISIANALouisiana State Bar AssociationBaton Rouge Bar Association*

MAINEMaine State Bar Association

MARYLANDMaryland State Bar

AssociationBar Association of Baltimore

City*Bar Association of

Montgomery County*

MASSACHUSETTSBoston Bar Association*Worcester County Bar

Association

MICHIGANState Bar of MichiganOakland County Bar

Association*

MINNESOTAMinnesota State Bar

AssociationHennepin County Bar

Association

MISSISSIPPIThe Mississippi Bar

MISSOURIThe Missouri BarKansas City Metropolitan Bar

Association*Springfield Metro Bar

Association*The Bar Association of

Metropolitan St. Louis*


MONTANAState Bar of Montana

NEBRASKANebraska State Bar Association

NEVADAState Bar of Nevada

NEW HAMPSHIRENew Hampshire Bar

Association

NEW JERSEYNew Jersey State Bar

Association

NEW YORKNew York State Bar

AssociationMonroe County Bar

Association & Foundation*New York County Lawyers

Association

NORTH CAROLINANorth Carolina Bar

AssociationNorth Carolina State BarForsyth County Bar

AssociationGreensboro Bar AssociationMecklenburg County Bar*Wake County Bar Association*

North DakotaState Bar Association of North

Dakota

OHIOOhio State Bar AssociationAkron Bar Association*Cincinnati Bar Association*Cleveland Metropolitan Bar

Association*Columbus Bar Association*Dayton Bar Association*Toledo Bar Association*

OKLAHOMAOklahoma Bar AssociationTulsa County Bar Association*

OREGONOregon State BarOregon Women Lawyers

PENNSYLVANIAPennsylvania Bar AssociationAllegheny County Bar

Association*Berks County Bar AssociationPhiladelphia Bar Association*Montgomery Bar Association*Washington County Bar

Association

RHODE ISLANDRhode Island Bar Association

SOUTH CAROLINASouth Carolina BarRichland County Bar

Association*

TENNESSEETennessee Bar Association

TEXASState Bar of TexasAustin Bar Association*Dallas Bar Association*Houston Bar Association*San Antonio Bar Association*Tarrant County Bar

Association*

UTAHUtah State BarLGBT & Allied Lawyers of

UtahUtah Minority Bar Association

VERMONTVermont Bar Association

VIRGINIAThe Virginia Bar AssociationVirginia State BarMilitary Spouse JD Network

WASHINGTONWashington State Bar

AssociationAsian Bar Association of

Washington

WEST VIRGINIAWest Virginia State Bar

WISCONSINState Bar of Wisconsin

WYOMINGWyoming State Bar

ONTARIO, CANADACounty of Carleton Law

AssociationFederation of Ontario Law

AssociationsFrontenac Law Association


2017 NCBP SPECIAL MEMBER SHIP C ATEGORIESIndividual members are listed for the fiscal year January 1, 2017–December 31, 2017. The list provided below is as of January 1, 2017.

Sustaining Life Fellows

Randall S . Bocock, Ottawa, ON, Canada

Tom Bolt, St. Thomas, VIRobert M . Carlson, Butte,

MTJonathan Cole, Nashville, TNM . Joe Crosthwait, Jr .,

Midwest City, OKRaymond N . Stella Erlach,

San Rafael, CA

Herbert S . Garten, Baltimore, MD

Rew R . Goodenow, Reno, NV

C . Joseph Holland, Iowa City, IA

Linda A . Klein, Atlanta, GALanneau Wm . Lambert, Jr .,

Columbia, SC

Lynn Fontaine Newsome, Florham Park, NJ

Jennifer L . Parent, Manchester, NH

Carl D . Smallwood, Columbus, OH

Joseph M . Sullivan, Great Falls, MT

Karol Corbin Walker, Newark, NJ

Life Fellows

Nathan D . Alder, Salt Lake City, UT

Laurel G . Bellows, Chicago, IL

Robert J . Bonsignore, Belmont, NH

Christopher T . Bradford, Los Angeles, CA

D . C . Woody Bradford, Omaha, NE

Sandra M . Chapman, Wheeling, WV

Howard C . Coker, Jacksonville, FL

Douglas Copeland, Clayton, MO

Stuart F . Cubbon, Toledo, OH

Thomas R . Curtin, Morristown, NJ

Alan W . Duncan, Greensboro, NC

James W . Durham, Media, PA

E . Tazewell Ellett, Washington, DC

Raymond T . Elligett, Jr ., Tampa, FL

Herbert H . Franks, Marengo, IL

John W . Frost, II, Bartow, FLJohn A . Gaberino, Tulsa, OKEdward J . Gilliss, Towson,

MDRobert T . Gonzales,

Baltimore, MD

Edwin A . Harnden, Portland, OR

Christine H . Hickey, Indianapolis, IN

Kay H . Hodge, Boston, MADavid S . Houghton, Omaha,

NEW . Stell Huie, Highlands,

NCW . Seaborn Jones, Atlanta,

GAJohn G . Locallo, Chicago, ILWilliam F . Looney, Jr .,

Boston, MAThomas Lyons, Providence,

RIPhillip McCallum,

Birmingham, AL


Michael W . McKay, Baton Rouge, LA

Scott R . McMillen, Orlando, FL

Martin E . Mohler, Toledo, OH

Paul T . Moxley, Salt Lake City, UT

Thomas D . Murphy, Rockville, MD

Frank X . Neuner, Jr ., Lafayette, LA

Paul C . Ney, Jr ., Nashville, TN

James P . Nolan, Annapolis, MD

William T . Robinson, III, Florence, KY

Michael H . Rubin, Baton Rouge, LA

Dee-Dee Samet, Tucson, AZSteven R . Sorenson,

Oshkosh, WIJoseph L . Stone, Chicago, ILJohn A . Tarantino,

Providence, RICooper C . Thurber, Mobile,

ALMary T . Torres,

Albuquerque, NMMarna S . Tucker,

Washington, DCFrederic S . Ury, Fairfield, CTJ . Anthony Vittal, Los

Angeles, CALynn Ann Vogel, St Louis, MO

Hans W . Voss, Albuquerque, NM

Nicholas Wallwork, Phoenix, AZ

Donna Willard-Jones, Anchorage, AK

Lonnie Williams, Jr ., Phoenix, AZ

Daniel E . Winfree, Fairbanks, AK

Carolyn B . Witherspoon, Little Rock, AR

Carole Lynch Worthington, Knoxville, TN

Gwynne A . Young, Tampa, FL

Stephen N . Zack, Miami, FL

Sustaining Fellows

Aurora Abella-Austriaco, Chicago, IL

A . Scott Chinn, Indianapolis, IN

Daniel A . Cotter, Chicago, IL

Kirk H . Doan, Kansas City, MO

Marcia Eason, Chattanooga, TN

Dennis A . Estis, Woodbridge, NJ

Douglass Farnsley, Louisville, KY

Joseph Fawal, Birmingham, AL

Michael R . Freed, Jacksonville, FL

Robert E . Juceam, New York, NY

William D . Lytle, Pueblo, CODarrell G . Mottley,

Washington, DCG . Michael Pace, Jr ., Salem,

VAAlice F . Paylor, Charleston,

SCRachael K . Pirner, Wichita,

KSCharles P . Reed,

Wallingford, CTThomas C . Rombach, New

Baltimore, MIMary L . Smith, Lansing ILRichard H . Steen, Princeton,

NJFred W . Suggs, Jr .,

Greenville, SCLisa M . Tatum, San Antonio,

TX

John E . Thies, Urbana, ILReginald Turner, Detroit,

MITom Womack, Jonesboro,

AR


NCBP Past Presidents

1950-1951 Charles W . Pettingill, Greenwich, CT*

1951-1952 Richard P . Tinkham, Hammond, IN*

1952-1953 Albert E . Jenner, Jr ., Chicago, IL* 1953-1954 Arthur V .D . Chamberlain, Roch-

ester, NY* 1954-1955 Archibald M . Mull, Jr ., Sacra-

mento, CA* 1955-1956 Cecil E . Burney, Corpus Christi,

TX* 1956-1957 Arthur Littleton, Philadelphia,

PA* 1957-1958 Glenn R . Jack, Oregon City, OR* 1958-1959 Karl C . Williams, Rockford, IL* 1959-1960 Edward G . Knowles, Denver,

CO* 1960-1961 Joseph A . Ball, Long Beach, CA* 1961-1962 Earl F . Morris, Columbus, OH* 1962-1963 Walter Allessandroni, Philadel-

phia, PA* 1963-1964 Henry J . Te Paske, Orange City,

IA* 1964-1965 Orison S . Marden, New York,

NY* 1965-1966 Gerald S . Snyder, Waukegan, IL* 1966-1967 Theodore Voorhees, Philadel-

phia, PA* 1967-1968 Paul P . Ashley, Seattle, WA* 1968-1969 Chesterfield H . Smith, Miami, FL* 1969-1970 Edward K . Pritchard, Charleston,

SC* 1970-1971 W .O . Shafer, Odessa, TX* 1971-1972 Earl Q . Gray, Ardmore, OK* 1972-1973 Shepherd Tate, Memphis, TN

1973-1974 F . Wm . McCalpin, St. Louis, MO* 1974-1975 Leonard S . Janofsky, Los Ange-

les, CA* 1975-1976 Robert M . Landis, Philadelphia,

PA* 1976-1977 Morris Harrell, Dallas, TX* 1977-1978 Mark I . Harrison, Phoenix, AZ 1978-1979 Wm . Reece Smith, Tampa, FL* 1979-1980 James P . Connelly, Chicago, IL* 1980-1981 Roger P . Brosnahan, Minneapo-

lis, MN 1981-1982 Robert G . Pugh, Shreveport, LA* 1982-1983 William H . Gates, Seattle, WA 1983-1984 Joseph M . Nolan, Newark, NJ* 1984-1985 George E . Bushnell, Jr ., Detroit,

MI* 1985-1986 William G . Paul, Bartlesville, OK 1986-1987 James R . Crouch, Las Cruces,

NM* 1987-1988 W . Stell Huie, Atlanta, GA 1988-1989 Richard William Austin, Chi-

cago, IL 1989-1990 John J . Bouma, Phoenix, AZ 1990-1991 Samuel L . Williams, Los Angeles,

CA* 1991-1992 Marna S . Tucker, Washington,

DC 1992-1993 Charles M . Thompson, Pierre,

SD 1993-1994 Jack B . Middleton, Manchester,

NH 1994-1995 Bert Z . Tigerman, Beverly Hills,

CA 1995-1996 Carole L . Worthington, Knox-

ville, TN

NCBP PA ST PRESIDENTS AND AWARD RECIPIENTS


1996-1997 Joseph L . Stone, Chicago, IL 1997-1998 Robert C . Heim, Philadelphia, PA 1998-1999 Stephen N . Zack, Miami, FL 1999-2000 W . Seaborn Jones, Atlanta, GA 2000-2001 Laurel G . Bellows, Chicago, IL 2001-2002 Robert T . Gonzales, Baltimore,

MD 2002-2003 David S . Houghton, Omaha, NE 2003-2004 Paul T . Moxley, Salt Lake City,

UT 2004-2005 Hon . Douglas S . Lang, Dallas, TX 2005-2006 Lonnie J . Williams, Jr ., Phoenix,

AZ 2006-2007 Steven R . Sorenson, Ripon, WI 2007-2008 Kay H . Hodge, Boston, MA

2008-2009 M . Joe Crosthwait, Jr ., Midwest City, OK

2009-2010 Mary T . Torres, Albuquerque, NM

2010-2011 James P . Nolan, Annapolis, MD 2011-2012 Frederic S . Ury, Fairfield, CT 2012-2013 Karol Corbin Walker, Newark,

NJ 2013-2014 Carl D . Smallwood, Columbus,

OH 2014-2015 Rew R . Goodenow, Reno, NV2015-2016 Lanneau Wm . Lambert, Jr ., Co-

lumbia, SC

*Deceased

NCBP Fellows Award Recipients

2006 Joseph L . Stone, Chicago, IL 2007 James B . Sales, Houston, TX 2008 John L .Carey, Vero Beach, FL* 2009 Roy A . Hammer, Boston, MA* 2010 Mark I . Harrison, Phoenix, AZ 2011 Herbert S . Garten, Baltimore, MD 2012 Jack B . Middleton, Manchester, NH 2013 Marna S . Tucker, Washington, DC

2014 Charles C . Keller, Washington, PA 2015 William G . Paul, Oklahoma City, OK2016 Elizabeth “Betsy” Van Doren Gray,

Columbia, SC2017 Karol Corbin Walker, Newark, NJ

*Deceased


Officers

PresidentSusan W . Sowards, Jacksonville, FL

President-electMark K . Sales, Dallas, TX

Secretary/TreasurerCharles Reed, Wallingford, CT

Immediate Past PresidentJohn F . Kautzman, Indianapolis, IN

Members-at-Large

Terms Expiring 2017Daniel A . Cotter, Chicago, ILAnn Gregorie, Baton Rouge, LAHeather J . Hays, St. Louis, MOLawrence H . Jacobson, Beverly Hills, CAMark L . McQueary, Springfield, MOC . Allen Nichols, Akron, OH

Terms Expiring 2018Terri D . Bryant, Atlanta, GAJoseph A . Fawal, Birmingham, ALKimberly Homer, Orlando, FLVictoria Schatz, Kansas City, MOJill Snitcher McQuain, Columbus OHMark Tarasiewicz, Philadelphia, PA

MBC LiaisonTeresa Peavy, ABA Division for Bar Services, Chicago, IL

MBC Past Presidents

1979-1981 Jerome Bogutz, Philadelphia, PA 1981-1982 George M . Burditt, Chicago, IL* 1982-1983 Richard M . Coleman, Los Ange-

les, CA 1983-1984 John J . Curtin, Jr ., Boston, MA*

1984-1985 Herbert J . Belgrad, Baltimore, MD

1985-1986 Neal R . Sonnett, Miami, FL 1986-1987 Sandra Schermerhorn, Kansas

City, MO

METROPOLITAN BAR C AUCUSThe Metropolitan Bar Caucus (MBC) is a sub-group of the National Conference of Bar Presidents (NCBP) that seeks to address the interests and the concerns of major metropolitan bar associations throughout the United States. Established in 1979 as the National Caucus of Metropolitan Bar Leaders, the organization became the Metropolitan Bar Caucus in 1993. At annual and midyear meetings held in conjunction with the ABA and the NCBP, the MBC presents programs exploring a variety of topics of importance to metropolitan bars.


1987-1988 Thomas Z . Hayward, Chicago, IL 1988-1989 Robert H . Rydland, Minneapolis,

MN 1989-1990 David E . Rideout, Boston, MA 1990-1991 Nancy P . Gibbs, Seattle, WA 1991-1992 W . Seaborn Jones, Atlanta, GA 1992-1993 James C . Wirken, Kansas City,

MO 1993-1994 Laurel G . Bellows, Chicago, IL 1994-1995 Hon . Douglas S . Lang, Dallas,

TX 1995-1996 Hon . Rebecca A . Albrecht, Phoe-

nix, AZ 1996-1997 John P . Driscoll, Jr ., Boston, MA* 1997-1998 Mark H . Tuohey III, Washington,

DC 1998-1999 Paul M . Hassett, Buffalo, NY 1999-2000 Alison L . Asti, Baltimore, MD 2000-2001 Ralph C . “Red Dog” Jones, Dal-

las, TX 2001-2002 Stephen E . Chappelear, Colum-

bus, OH 2002-2003 David M . Schraver, Rochester,

NY

2003-2004 Seth D . Kirschenbaum, Atlanta, GA

2004-2005 Carl D . Smallwood, Columbus, OH

2005-2006 Amy Dunn Taylor, Houston, TX 2006-2007 Timothy O’Mara, Williamsville,

NY 2007-2008 David A . Blaner, Pittsburgh, PA 2008-2009 Gary L . Klotz, Indianapolis, IN 2009-2010 Rae Jean McCall, Kansas City,

MO 2010-2011 Marc R . Staenberg, Beverly Hills,

CA 2011-2012 Jay A . Blechman, Pittsburgh, PA 2012-2013 Allen W . Kimbrough, Phoenix,

AZ 2013-2014 Jane Leslie Dalton, Philadelphia,

PA 2014-2015 John W . (Bo) Landrum, Birming-

ham, AL 2015-2016 John F . Kautzman, Indianapolis,

IN

*Deceased




2:30 p.m.–4:30 p.m.NCBF Board of Directors MeetingGautier, 3rd Floor

5:00 p.m.–6:30 p.m.NCBP Welcome ReceptionJasmine, Terrace Level 7:00 p.m.–9:00 p.m. NCBF Dinner (ticket required) Batch Gastropub, 30 SW 12th Street, Miami, FL

Friday, February 3, 2017Enjoy breakfast on you own. The opening ses-sion will begin at 8:45 and will include coffee, tea and water.


8:45 a.m.–9:00 a.m.Welcome and Introductions Monroe/Tuttle, Terrace LevelNCBP President Jonathan Cole will welcome you to the NCBP and NCBF Midyear Meet-ings. The opening plenary will follow.

2017 NCBF MIDYE AR MEETINGUnless otherwise noted below, sessions and events will take place at the Hyatt Regency Miami, 400 South East Second Avenue, Miami, Florida, USA, 33131.

SPEAKERS

Jonathan Cole, Nashville, TN, Past President, The Nashville Bar Association and President, National Conference of Bar Presidents Zoe W . Linza, St. Louis, MO, Executive Direc-tor, Bar Association of Metropolitan St. Louis and President, National Association of Bar ExecutivesLorrie K . Albert, Pittsburgh, PA, Associate Executive Director, Allegheny County Bar Foundation and President, National Confer-ence of Bar Foundations William J . Schifino, Jr ., Tampa, FL, President, The Florida Bar

9:00 a.m.–10:15 a.m.Friday Morning Plenary—Building Bridges Across Deep Divides—Bar Leaders As Trusted Conveners In Troubled TimesMonroe/Tuttle, Terrace LevelEvery day, news outlets and social media ex-pose deep community divisions—arising from police-involved shootings, immigration and religious differences, water rights disputes, etc.—that lurk below the surface, or erupt with violent and lasting consequences. Each of us faces the same big question: What are the roles of lawyers and the organized bar in addressing distrust, protecting rights, resolv-ing disputes and upholding the rule of law? We will examine recent flash points and bar responses—what bars can do, have done and should have done proactively, to keep and de-velop trust among diverse community stake-holders. We will share lessons learned, actions taken, plans in progress and communications


tools that your unified, voluntary, state and metropolitan bars need to know to improve, reform, monitor and rebuild trust in the rule of law in 21st century America.MODERATOR

Carl D . Smallwood, Columbus, OH, Past President, National Conference of Bar Presi-dents and Past President, Columbus Bar As-sociationSPEAKERS

Dana Tippen Cutler, Kansas City, MO, Presi-dent, The Missouri BarAntoinette Barksdale, Miami, FL, Commu-nity Relations Service, U.S. Department of Justice (Invited)Tom Battles, Miami, FL, Community Relations Service, U.S. Department of Justice (Invited)Harold Franklin, Atlanta, GA, Immediate Past President, Atlanta Bar AssociationRobin Wolpert, Minneapolis, MN, President, Minnesota State Bar Association

10:15 a.m.–10:45 a.m.Sponsorship BreakPre-function Area, Terrace LevelTake a refreshment break and learn about the products and services offered by our generous sponsors. Don’t forget to leave your business card with vendors for a chance to win great raffle prizes!


Workshop Session 5A— What Donors Want, Part I— Establish Trust in your Organization: Use your Public Image to Attract Support for your Cause Pearson I/II, 3rd FloorWondering how to turn one-time donors into long-term investors in your cause?

This conversion happens when donors un-derstand your organization’s dream, and what you need to make that vision happen. Learn how to take a coordinated approach to your public image, starting with your vi-sion and mission, and incorporating your public documents, like the 990. Whether you fill a seat on the Bar Foundation board or serve as its Executive Director, learn how donors and validators like Charity Navigator and the BBB Wise Giving Alli-ance use the 990 to evaluate performance, and how to implement the best business practices to attract sustainable investment.SPEAKERS


11:45 a.m.–1:10 p.m.NCBP/NABE/NCBF Joint Luncheon, Sponsor Introductions and Plenary—Addressing Crises Through MindfulnessMonroe/Tuttle, Terrace LevelFrom reducing anxiety to improving commu-nication with bars and communities in crisis, this panel will show that subtle shifts in how you think about challenges small and large can improve outcomes.MODERATOR

Patrick Palace, University Place, WA, Past President, Washington State Bar AssociationSPEAKERS

Chris M . McAliley, Miami, FL, Magistrate JudgeScott L . Rogers, Miami, FL, Lecturer in Law & Director, Mindfulness in Law Program, Uni-versity of Miami School of Law


1:10 p.m.–1:30 p.m.Sponsorship Break Pre-function Area, Terrace LevelEnjoy refreshments and this final opportunity to meet with our generous sponsors. Leave your business card for a chance to win raffle prizes. Raffle prizes will be drawn at the end of the break and you must be present to win!


Workshop Session 5B— What Donors Want, Part II—Talk Impact, not Overhead: Strategies to end the Nonprofit Starvation CyclePearson I/II, 3rd FloorWe’ve all heard it. “For every $1 you give, 90¢ goes back into the community.” But is this the best metric to describe your results? Learn ways to shift the conversa-tion from overhead to impact, and identify operational strategies to end the nonprofit starvation cycle. Identify what drives do-nors to give and to stop giving, and how to position your work so that donors ask “What do good outcomes cost?” instead of focusing on overhead. SPEAKER


2:30 p.m.–4:00 p.m. NCBF Plenary—Building Bridges Across Deep Divides (Part II)—What Role can Bar Foundations Play?Pearson I/II, 3rd FloorAs a follow-up to the opening plenary this morning, we want to focus on bar foundations

as the philanthropic arms of the legal profes-sion, and how to use that purpose and posi-tion to address the flash points that disrupt our society. In many cases, the bar foundation is the supporting partner of its respective bar association. Through charitable contributions, it also funds program that directly uphold the rule of law and ensure access to justice.Through this moderator-led discussion, you will learn about the actions some bar founda-tions have taken to address challenges in their communities and are invited to share your perspectives on how to facilitate the healing and conversation so necessary to a civil society.MODERATOR

Bob Glaves, Chicago, IL, Executive Director, Chicago Bar FoundationPANELISTS

Mary Groth, Cleveland, OH, Director of De-velopment & Community Programs, Cleve-land Metropolitan Bar Foundation/Associa-tionTerri Bryant, Atlanta, GA, Executive Director, Atlanta Bar Association and Foundation

4:00 p.m.–5:00 p.m. BYOB (buy your own beverage) Hospitality (optional)Pure Verde Lounge, Hyatt Regency Miami, Miami, FL

5:30 p.m.–7:00 p.m.NCBP/NABE/NCBF Joint Reception (separate ticket required)River Walk, Terrace LevelTop off the day with a fun and relaxing oppor-tunity to network with other bar leaders, enjoy drinks and light hors d’oeuvres in a unique setting. NCBP and NABE joint registrations include a ticket to this event. Others can pur-chase tickets at the NABE/NCBP/NCBF regis-tration desk.


Saturday, February 4, 2017


8:00 a.m. ‐ 9:30 a.m. Breakfast and NCBF Excellence Award Presentation Ibis, 3rd Floor

9:30 a.m. ‐ 11:00 a.m.NCBF Plenary—Re-Think Your Event Fundraising StrategyIbis, 3rd FloorIs your fundraising event a lot of work? Would you like tools and ideas to extract more value from your events? This is the class for you. Fundraising events provide valuable oppor-tunities seldom realized by nonprofits. In this class, we will work collaboratively to demon-strate the value of an event—beyond revenue alone. Participants will emerge with a deeper understanding of their own events, specific ideas for how to measure and gain more value from an event and overall why an event is im-portant to the organization. SPEAKER

Brooke Battle, Birmingham, AL, Founder, Swell Fundraising

11:00 a.m. ‐ 11:30 a.m. “Grab Bag Giveaway:” Share Your Swag and Your Ideas!Ibis, 3rd FloorGet great ideas for adding some fun to your events, and be sure to leave room in your suit-cases for goodies from your bar foundation colleagues. This “show and tell” provides ev-eryone with takeaways—literally!

11:30 a.m.–11:40 a.m. The Final WordIbis, 3rd FloorGive us your feedback and help us improve fu-ture programs and services—don’t be shy!SPEAKER

Lorrie K . Albert, Pittsburgh, PA, NCBF Presi-dent


Officers

PresidentLorrie K . Albert, Pittsburgh, PA

President ElectLeslie Barineau, Birmingham, AL

SecretaryAndrea Stone, Austin, TX

TreasurerAlison Belfrage, Columbus, OH

Immediate Past PresidentLeonard Pataki, Tulsa, OK

NCBF LiaisonRoseanne Lucianek, ABA Division for Bar Services, Chicago, IL

NCBF AdministrationJustina Lin, ABA Division for Bar Services, Chicago, IL

Board of Trustees

Thomas M . Hull, Cary, NC Laura Sharp, Austin, TX Deborah Auspelmyer, Albany, NYKirra L . Jarratt, Washington, DCKaren Ruan, Santa Ana, CA

Nikki Tucker Thomas, Birmingham, ALDaniel Burns, New Haven, CTKevin Cousins, Tulsa, OKMary Groth, Cleveland, OHJessica Hilburn-Holmes, Philadelphia, PA

NCBF 2016-2017 BOARD MEMBERS

NCBF SponsorNCBF is most appreciative of the support and participation in the Midyear Meeting program of Brooke Battle, Founder, Swell Fundraising. Be sure to attend the Saturday morning session to learn how to maximize the value of your fundraising efforts.

Brooke Battle, FounderSwell Fundraising2901 2nd Avenue South, Suite 220Birmingham, AL 35233888-778-8475info@swellfundraising.comwww.swellfundraising.com


NCBF Past Presidents

1977-1979 William R . Van Aken, Cleveland, OH*

1979-1981 Thomas G . Gonser, Chicago, IL 1981-1983 Herndon P . Jeffreys, Jr ., Rich-

mond VA* 1983-1985 Gordon Sinykin, Madison, WI* 1985-1987 Rodney H . Grove, Evansville, IN* 1987-1988 C . Harker Rhodes, Jr ., Chicago,

IL* 1988-1989 Donna C . Willard, Anchorage,

AK 1989-1990 Jack B . Middleton, Manchester,

NH 1990-1991 Merrily Munther, Boise, ID 1991-1992 Howard Karman, Casa Grande,

AZ* 1992-1993 Dermot S . McGlinchey, New

Orleans, LA* 1993-1994 Jane E . Curran, Orlando, FL 1994-1995 Michael P . Gunn, Ballwin, MO 1995-1996 Hon . Robert H . Oliver, Fresno,

CA 1996-1997 Jerry Lastelick, Dallas, TX 1997-1998 Marion Smithberger, Columbus,

OH 1998-1999 Kathleen Schoene, St. Louis,

MO*

1999-2000 Charles Thone, Lincoln, NE 2000-2001 Dorothy M . Tucker, Ph .D ., Los

Angeles, CA 2001-2002 Anne R . Yeakel, Austin, TX 2002-2003 Dee Miller Siegel, Encino, CA* 2003-2004 Linda L . Thompson Kohli, Co-

lumbus, OH 2004-2005 Jerome J . Shestack, Philadelphia,

PA* 2005-2007 Bob Glaves, Chicago, IL 2007-2008 Pauline Gee, Sacramento, CA 2008-2009 Briana Wagner, San Diego, CA 2009-2010 Christine H . Hickey, Indianapo-

lis, IN 2010-2011 Thomas R . Tinder, Charleston,

WV 2011-2012 Stephen E . Chappelear, Colum-

bus, OH 2012-2013 Amy Sings In The Timber, Mis-

soula, MT 2013-2014 Courtney Ward-Reichard, Min-

neapolis, MN 2014-2015 Elizabeth M . Lynch, Boston, MA2015-2016 Leonard Pataki, Tulsa, OK

*Deceased

NCBF Trustees Emeritus

Howard Braverman, Springfield, IL* Alexander D . Forger, New York, NY

Rodney H . Grove, Evansville, IN* Herndon P . Jeffreys, Jr., Richmond, VA*

NCBF PA ST PRESIDENTS, TRUSTEES EMERITUS & AWARD RECIPIENTS


Jerry Lastelick, Dallas, TX William A . Martin, North Little Rock, AR Merrily Munther, Boise, ID Colonel C .E . Ransick, Little Rock, AR* Maurice Reuler, Denver, CO

Gordon Sinykin, Madison, WI* William R . Van Aken, Cleveland, OH*

*Deceased

NCBF Excellence Award2015 Thomas R . Tinder,

West Virginia Bar Foundation2016 William A . Martin,

Arkansas Bar Foundation

2017 Hon . Debra B . Walker, Illinois Bar Foundation

NCBF “Partnerships for Success” Award

2011 Milwaukee Bar Association Foundation (WI)

2012 Tarrant County Bar Foundation (TX) 2013 Baton Rouge Bar Foundation (LA)

2014 Philadelphia Bar Foundation (PA)2015 North Carolina Bar Association Foun-

dation2016 Military Spouse JD Network Foundation

NCBF Fundraising for Excellence

2012 Indianapolis Bar Foundation

NCBF Award for Bar Foundation Excellence

1999 Kansas City Bar Foundation (MO)2000 Arizona Bar Foundation 2001 Orange County Bar Foundation (CA)2002 New Jersey State Bar Foundation 2003 Ohio State Bar Foundation 2004 South Carolina Bar Foundation 2005 Ohio State Bar Foundation

2006 Allegheny County Bar Foundation (PA)2007 Cincinnati Bar Foundation (OH)2008 South Carolina Bar Foundation 2009 North Carolina Bar Association Foun-

dation, Inc. 2010 Springfield Metropolitan Bar Founda-

tion (MO)

NCBF/ALPS Foundation Services Award for Innovations in Fundraising

2008 Foundation of Monroe County Bar (NY) 2009 Cincinnati Bar Foundation (OH)


ABA Division for Bar Services 321 North Clark Street, Ste. 1600 Chicago IL, 60654-7598 (312) 988-5998 www.americanbar.org/barserv

Roseanne Lucianek Division Director (312) 988-5344 roseanne.lucianek@ americanbar.org

Pamela E . Robinson Deputy Director (312) 988-5345 pamela.robinson@ americanbar.org

Karyn Linn Director, Outreach and Education (312) 988-5350 [email protected]

Jennifer Lewin Director, Knowledge Management and Governance (312) 988-5361 [email protected]

Molly Kilmer Flood Research and Information Manager (312) 988-5362 [email protected]

Joanne O’Reilly Publications and Survey Manager (312) 988-5348 [email protected]

Angie L . EuellField Service Representative(312) [email protected]

Tondanisha Tomlinson Finance and Business Administrator (312) 988-5360 [email protected]

Michael Ward Information Research Specialist (312) 988-5356 [email protected]

Rebecca L .Green-Jablonsky Committee Specialist (312) 988-5364 [email protected]

ABA DIVISION FOR BAR SERVICES STAFF

Teresa Peavy Committee Specialist (312) 988-5347 [email protected]

Steven Jones NCBP Member Services Coordinator (312) 988-5353 [email protected]

Nora Warens NABE Member Services Coordinator (312) 988-6008 [email protected]

Maggie Bieniek Program Coordinator (312) 988-5349 magdelena.bieniek@ americanbar.org

Justina Lin Program Assistant (312) 988-5998 [email protected]


AWARD INFORMATIONAll awards will be presented at the NCBP Breakfast, 8:15 a.m.–9:30 a.m., Jasmine, Terrace Level, Hyatt Regency Miami, 400 South East Second Avenue, Miami, Florida, USA, 33131 on Saturday, February 4. Tickets are included in NCBP and NABE Joint Meeting registrations. Others may purchase tickets by visiting the NABE/NCBP/NCBF Registration Desk.

NCBP FELLOWS AWARDThe National Conference of Bar Presidents (NCBP) established the NCBP Fellows Award in 2005 to honor an outstanding past president of a bar association. The winner of this award must be a past president of a bar association; have demonstrated a continuing commitment to leadership, service, the work of the organized bar and the purpose of the NCBP; and have demonstrated a lifetime of achievement or exceptional service to lawyers or the public.

AWARD WINNERKarol Corbin Walker, New Jersey State Bar AssociationKarol Corbin Walker of Newark, NJ, has more than exemplified this award, serving as the first African American President of the New Jersey State Bar Association (NJSBA); the first African American female President of the Na-tional Conference of Bar Presidents; the first African American President of the Association of the Federal Bar of New Jersey and the first New Jersey attorney appointed as Chair of the American Bar Association’s Standing Com-mittee on the Federal Judiciary (“SCFJ”). Ms. Walker also received the inaugural the Mel Narol Excellence in Diversity Award, com-memorating Narol’s commitment to the work of the NJSBA Task Force on Diversity.

Against the backdrop of a life as a trailblazer, Ms. Walker has charted a course through life

that gilds her personal and professional suc-cesses with dedication to the advancement of others and compassion for the communities around her. She embodies the qualities of an NCBP Fellow not just because of how well she has done, but also because of how much good she has done.

ABA LAW DAY AWARDThe ABA Law Day Award highlights the best programs that promoted public understand-ing of law and integrated the 2016 theme “Miranda: More than Words” into innovative activities that serve the community. Award categories include best student/classroom program; best public/community program; best interpretation of the theme.

AWARD WINNERSFour Programs Receive Law Day 2016 Out-standing Activity Awards Top HonorsThis year, four entries exhibited excellence in their programming and adaptation of the Law Day 2016 theme “Miranda: More Than Words.” Thomas F. Eagleton U.S. Courthouse in St. Louis, Missouri won for Best Student Program; a collaboration between the Guam Bar Association, Judiciary of Guam, and District Court of Guam received the award for Best Public Program; and the Baton Rouge Bar Foundation took the award for Best Theme Interpretation. The Law Day 2016 Outstanding Activity Award Honorable Men-tion went to the Houston Bar Association.


LOUIS M. BROWN AWARD FOR LEGAL ACCESSThe Louis M. Brown Award for Legal Ac-cess is presented to programs and projects that advance access to legal services for those of moderate incomes in ways that are exemplary and replicable. All nominees of the Brown Award are also entered into the running for Brown Select, which is presented to the Brown Award nominee that gets the most votes from the general public through online voting.

AWARD WINNERS

2017 LOUIS M. BROWN AWARD FOR LEGAL ACCESS:Sustainable Economies Law CenterThe Center’s mission is to provide legal tools, including education, research, advice, and advocacy, so communities everywhere can develop their own sustainable sources of food, housing, energy, jobs, and other vital aspects of a thriving community. It works toward hav-ing lawyers available in every community who provide assistance to urban farms, worker cooperatives, food cooperatives, car sharing programs, housing cooperatives, and other projects that create local ownership and, as a result, build community resilience.

2017 LOUIS M. BROWN SELECT AWARDCourt BuddyThe winner of Brown Select is Court Buddy, a wholly-automated technology platform that matches consumers and businesses with solo attorneys based on the client’s budget.

MERITORIOUS RECOGNITION RECIPIENTS:Three Programs Receive Louis M .Brown Meritorious Recognition HonorsThree entries demonstrated distinction in receiving Louis M. Brown Meritorious Rec-ognition Awards. The three winners included the Pricing Toolkit of the Justice Entrepreneurs Project and the Chicago Bar Foundation; the Maryland Courts Self-Help Centers; and the Center for Out-of-Court Divorce, together with The Institute for the Advancement of the American Legal System at the University of Denver.


Hyatt Regency MiamiDIRECTIONS

From Miami International Airport (8 miles): Take 836 East to I-95 South. Exit 2A

Biscayne Blvd. Go right on S.E. Second Ave. 1 / 4 block.

HYATT REGENCYMIAMI

AMERICANAIRLINES

ARENA

CARNIVALPERFORMING ARTS CENTER

BISCANE BLVD WAY

SO

UTH

EA

ST

2ND

AV

E

SO

UTH

WE

ST

2ND

AV

E I-395

I-95

MIA

MI A

VE

HYATT REGENCY MIAMI

RIVERFRONT HALL

CITY OF MIAMIJAMES L. KNIGHT

CONVENTION CENTERTHIRD FLOOR

UNIVERSITY OF MIAMITHIRD FLOOR

UNIVERSITY OF MIAMIFOURTH FLOOR

GAUTIER

PEARSON IIPEARSON I

MAIN LECTURE

HALL

JASMINE

PROMENADE LOWER

PROMENADE UPPER

RIVERWALK

HIBISCUS A

HIBISCUS B

GARDENIA

AZALEA

A

A

B

B

C

ELEVATORS

ORCHIDD

BRICKELL SOUTH

BRICKELL CENTER

BRICKELL NORTH

TUTTLE NORTH TUTTLE

CENTERTUTTLE SOUTH

ORCHIDC

ORCHIDB

ORCHIDA

FLAGLER

MONROE

NORTHHALL

CENTRALHALL

SOUTHHALL

JAMES L. KNIGHT CENTER

FLAMINGO

TEQUESTA

GRANADA

ASHE AUDITORIUM

IBIS

MERRICK IIMERRICK I

ATRIUM

ZAMORA

STANFORDJOHNSON I

JOHNSON IIPRESIDENT’S

ROOM

FOSTER I FOSTER II

BOARDROOM

REGENCYBALLROOM

Hyat t Regenc y MiamiFloor Plans

2018 MIDYEAR MEETING -VANCOUVER, BRITISH COLUMBIANABE: January 30-February 1, 2018

NCBP: February 1-3, 2018NCBF: February 1-3, 2018

2018 ANNUAL MEETING -CHICAGO, IL

NABE: July 31-August 2, 2018NCBP: August 2-4, 2018 NCBF: August 2-4, 2018

2019 MIDYEAR MEETING -LAS VEGAS, NV

NABE: January 22-24, 2019NCBP: January 24-26, 2019NCBF: January 24-26, 2019

2019 ANNUAL MEETING -SAN FRANCISCO, CANABE: August 6-8, 2019

NCBP: August 8-10, 2019NCBF: August 8-10, 2019

2020 MIDYEAR MEETING -AUSTIN, TX

NABE: February 11-13, 2020NCBP: February 13-15, 2020NCBF: February 13-15, 2020


NABE: July 28-30, 2020NCBP: July 30-August 1, 2020NCBF: July 30, August 1, 2020

2017 ANNUAL MEETINGNew York City l August 8-12

SAVE THESE DATES!MARK YOUR CALENDARS and plan to attend the 2017 Annual Meeting of the

National Association of Bar Executives (August 8-10)National Conference of Bar Presidents (Augsut 10-12)

National Conference of Bar Foundations (August 10-12) in New York City! Stay tuned for more information.

For more information, please visit:NABE: www.nabenet.org | NCBP: www.ncbp.org | NCBF: www.ncbf.org


2018 MIDYEAR MEETING -VANCOUVER, BRITISH COLUMBIANABE: January 30-February 1, 2018

NCBP: February 1-3, 2018NCBF: February 1-3, 2018


NABE: July 31-August 2, 2018NCBP: August 2-4, 2018 NCBF: August 2-4, 2018

2019 MIDYEAR MEETING -LAS VEGAS, NV

NABE: January 22-24, 2019NCBP: January 24-26, 2019NCBF: January 24-26, 2019

2019 ANNUAL MEETING -SAN FRANCISCO, CANABE: August 6-8, 2019

NCBP: August 8-10, 2019NCBF: August 8-10, 2019

2020 MIDYEAR MEETING -AUSTIN, TX

NABE: February 11-13, 2020NCBP: February 13-15, 2020NCBF: February 13-15, 2020


NABE: July 28-30, 2020NCBP: July 30-August 1, 2020NCBF: July 30, August 1, 2020

2017 ANNUAL MEETINGNew York City l August 8-12

SAVE THESE DATES!MARK YOUR CALENDARS and plan to attend the 2017 Annual Meeting of the

National Association of Bar Executives (August 8-10)National Conference of Bar Presidents (Augsut 10-12)

National Conference of Bar Foundations (August 10-12) in New York City! Stay tuned for more information.

For more information, please visit:NABE: www.nabenet.org | NCBP: www.ncbp.org | NCBF: www.ncbf.org


2017 Chief Staff Executives RetreatMarch 14-15, 2017

Chicago, Illinois

2017 Communications Section WorkshopOctober 3-6, 2017

St. Louis, Missouri

2017 Small Bar ConferenceJune 22-24, 2017

St. Louis, Missouri

Mark your calendar for exciting educational

opportunities in 2017.

WWW.NABENET.ORG

www.nabenet.org/event/2017SBC

www.nabenet.org/event/2017COMM

www.nabenet.org/event/2017CSE


2017 Chief Staff Executives RetreatMarch 14-15, 2017

Chicago, Illinois

2017 Communications Section WorkshopOctober 3-6, 2017

St. Louis, Missouri

2017 Small Bar ConferenceJune 22-24, 2017

St. Louis, Missouri

Mark your calendar for exciting educational

opportunities in 2017.

WWW.NABENET.ORG

www.nabenet.org/event/2017SBC

www.nabenet.org/event/2017COMM

www.nabenet.org/event/2017CSE

The National Conference of Bar Presidents

thanksBaker DonelsonThe Nashville Bar AssociationThe Tennessee Bar Association

For their support of the 2016 NCBP Fall

Executive Council MeetingTh

an

k y

ou


NOTES


Thank you

To the Florida Bar for its support of

NCBP, NABE and NCBF during the

2017 Midyear Meeting.

National Association of Bar Executives

National Conference of Bar Presidents

National Conference of Bar Foundations

Please visit the ABA Retirement Funds Booth at the Annual Midyear Meeting of the National Association of Bar Executives for a free cost comparison and plan evaluation.

Different can be good.

Please read the Program Annual Disclosure Document (April 2016) carefully before investing. This Disclosure Document contains important information about the Program and investment options. For email inquiries, contact us at: [email protected] offered through Voya Financial Partners, LLC (Member SIPC).Voya Financial Partners is a member of the Voya family of companies (“Voya”). Voya and the ABA Retirement Funds are separate, unaffiliated entities, and not responsible for one another’s products and services.CN1029-19104-1117 - 2015

Contact an ABA Retirement

Funds Program Regional

Representative today.

866.812.1510

www.abaretirement.com

[email protected]

• As a not-for-profit corporation led by volunteer lawyers,

we ensure decisions are made in the best interest of

law professionals who are saving for retirement.

• We leverage the size and scale of the legal community

and our member clients to make retirement plans

affordable for firms of all sizes, even solos.

• We provide law firms with the most comprehensive

protection from fiduciary liability under ERISA.

Find out what many law firms like yours already know.

Different can be good.

The ABA Retirement Funds Program

is different from other providers. It

was established to meet the unique

needs of the legal community.

NABE • NCBP • NCBF 2017 MIDYEAR MEETING · 2018-04-03 · MIAMI 2017 NABE NCBP NCBF MIDYEAR...

Documents

Transcript of NABE • NCBP • NCBF 2017 MIDYEAR MEETING · 2018-04-03 · MIAMI 2017 NABE NCBP NCBF MIDYEAR...