nabe ncbp ncbf 2010 Midyear Meeting - c.ymcdn.com · 2010NNNmidyearmeeting_pgs.indd 1 1/19/10...

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nabe ncbp ncbf

2010 Midyear Meetingorlando,FloridaFebruary 2-6, 2010Walt Disney WorlD

NABE

Jack LockridgePrEsidENt

NCBP

Mary t. torresPrEsidENt

NCBF

Christine HickeyPrEsidENt

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2 2010 NABE NCBP NCBF MIDYEAR MEETING

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All events will take place at the Walt Disney Dolphin, 1500 Epcot Resorts Boulevard, (407) 937-4000, unless otherwise indicated.

NABE/NCBP/NCBF Annual Meetings At-a-Glance ................................................................................................................. 4Greetings from the Officers of the NABE, NCBP, and NCBF .................................................................................................... 6

NABE......................................................................................................................................................................................... 7NABE Sponsors ......................................................................................................................................................................................................... 7 NABE Board of Directors Meeting ......................................................................................................................................................................... 9NABE First-time Attendee and New Member Orientation ................................................................................................................................. 9NABE Communications Section Executive Council Meeting ............................................................................................................................ 9NABE Welcome Reception ...................................................................................................................................................................................... 9NABE First-time Attendees’ Dinner ....................................................................................................................................................................... 9NABE Breakfast and Introductions ........................................................................................................................................................................ 9NABE Plenary Session (Welcome to Orlando) .................................................................................................................................................... 9NABE Plenary Session (Younger Next Year)......................................................................................................................................................... 9NABE Sponsor Networking Break ........................................................................................................................................................................10 First Session of NABE Concurrent Track Programs ...........................................................................................................................................10Second Session of NABE Concurrent Track Programs ......................................................................................................................................10NABE Buffet Lunch and Meeting Opportunity ..................................................................................................................................................11NABE Associate/Assistant Executive Directors Meeting .................................................................................................................................11Third Session of NABE Concurrent Track Programs .........................................................................................................................................11NABE Sponsor Networking Break ........................................................................................................................................................................12Fourth Session of NABE Concurrent Track Programs.......................................................................................................................................12NABE Wednesday Night Party ..............................................................................................................................................................................13NABE Breakfasts (General and Section Breakfasts)...........................................................................................................................................13Fifth Session of NABE Concurrent Track Programs ..........................................................................................................................................13NABE Sponsor Networking Break ........................................................................................................................................................................14 Sixth Session of NABE Concurrent Track Programs ..........................................................................................................................................14NABE Plenary Session (Life/Work Balance) ......................................................................................................................................................14NABE Luncheon, Membership Meeting and Sponsor Wrap-up ......................................................................................................................15NABE First-time Attendees’ Wrap-up Session ....................................................................................................................................................15Metropolitan Bar Caucus Executive Committee Meeting .................................................................................................................................15ABA Legislative Advocacy and Governmental Relations Update ....................................................................................................................15Metropolitan Bar Caucus Welcome Reception ..................................................................................................................................................15Metropolitan Bar Caucus Executive Committee Dinner ...................................................................................................................................15NABE Program Committee Meeting ....................................................................................................................................................................15NABE Board of Directors and Program Committee Rosters ............................................................................................................................16NABE Committee, Forum, and Section Leadership Rosters ............................................................................................................................17 NABE Past Presidents .............................................................................................................................................................................................18NABE Bolton, President’s and Peer Excellence Award Recipients ...................................................................................................................19

NCBP ...................................................................................................................................................................................... 20NCBP Sponsors .......................................................................................................................................................................................................20NCBP Committee Meetings ..................................................................................................................................................................................21NCBP Executive Council Meeting .......................................................................................................................................................................21Metropolitan Bar Caucus Executive Committee Meeting .................................................................................................................................21ABA Legislative and Governmental Advocacy Update ......................................................................................................................................21Metropolitan Bar Caucus Welcome Reception ..................................................................................................................................................21Metropolitan Bar Caucus Executive Committee Dinner ...................................................................................................................................21NCBP Executive Council, Council Alumni and NCBP Past Presidents Dinner ............................................................................................21NCBP First-time Attendees Breakfast ..................................................................................................................................................................22Joint Meeting of the NCBP, NABE, and NCBF (Welcome) .............................................................................................................................22

table of contents


2010 NABE NCBP NCBF MIDYEAR MEETING 3

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NCBP/NABE/NCBF Joint Plenary Session (State Court Funding) ..............................................................................................................22First Session of NCBP/NABE/NCBF Joint Concurrent Workshops..............................................................................................................22NCBP Sponsor Appreciation and Networking Break ........................................................................................................................................24Second Session of NCBP/NABE/NCBF Joint Concurrent Workshops .........................................................................................................24NCBP/NABE/NCBF Joint Awards Luncheon ...................................................................................................................................................25NCBP Sponsor Appreciation and Networking Break ........................................................................................................................................25Bar Leaders and Young Lawyers Partnering Together ........................................................................................................................................25NCBP Forum on Ethnic and Racial Diversity .....................................................................................................................................................25NCBP/NABE/NCBF Joint Reception ................................................................................................................................................................26NCBP Breakfast Roundtables and Sponsor Forum ............................................................................................................................................26Metropolitan Bar Caucus Executive Committee Meeting .................................................................................................................................26NCBP Plenary Session (ABA President Addresses the NCBP) .......................................................................................................................26NCBP Plenary Session (More Hot Tips on Hot Topics)...................................................................................................................................26NCBP Plenary Session (Great Ideas You’re Invited to Steal) ............................................................................................................................26NCBP Plenary Session (Practicing Law in a Tough Economy) ........................................................................................................................26NCBP Closing Remarks and Adjournment .........................................................................................................................................................26NCBP Executive Council Roster ..........................................................................................................................................................................27NCBP Committee Rosters .....................................................................................................................................................................................27NCBP Organizational Members ...........................................................................................................................................................................29NCBP Special Membership Categories ................................................................................................................................................................31NCBP Past Presidents and Fellows Award Recipients .......................................................................................................................................32MBC Executive Committee ...................................................................................................................................................................................33MBC Past Presidents...............................................................................................................................................................................................33

NCBF....................................................................................................................................................................................... 34NCBF Sponsor Acknowledgement .......................................................................................................................................................................34NCBF Board of Trustees Meeting .........................................................................................................................................................................34ABA Legislative and Governmental Advocacy Update ......................................................................................................................................34NCBF Thursday Night Dinner ..............................................................................................................................................................................34Joint Meeting of the NCBP, NABE, and NCBF (Welcome) .............................................................................................................................34NCBP/NABE/NCBF Joint Plenary Session (State Court Funding) ..............................................................................................................34Joint Workshop 5A – Setting Grant Priorities .....................................................................................................................................................35 NCBP Sponsor Appreciation and Networking Break ........................................................................................................................................35Joint Workshop 5B – Support in the Digital Age ................................................................................................................................................35NCBP/NABE/NCBF Joint Awards Luncheon ...................................................................................................................................................35NCBP Sponsor Appreciation and Networking Break ........................................................................................................................................36 30 Fundraising Tips in 90 Minutes: What YOU Want to Know .......................................................................................................................36NCBP/NABE/NCBF Joint Reception ................................................................................................................................................................36NCBF Breakfast and Membership Meeting .........................................................................................................................................................36NCBF Plenary Session (NCBF/ALPS Fundraising Presentation) ..................................................................................................................36NCBF Plenary Session (Community Partnerships) ...........................................................................................................................................36NCBF Plenary Session (Maximizing Grantee Monitoring) ..............................................................................................................................36NCBF Closing Remarks and Adjournment .........................................................................................................................................................36NCBF Board of Trustees ........................................................................................................................................................................................37NCBF Past Presidents and Trustees Emeritus ....................................................................................................................................................38NCBF Award for Bar Foundation Excellence Recipients ..................................................................................................................................38NCBF/ALPS Foundation Services Award Recipients .......................................................................................................................................38

ABA Division for Bar Services Staff ......................................................................................................................................... 39Future Meeting Dates .............................................................................................................................................................. 40



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Dear bar anD founDation leaDers:

We welcome you to Orlando for the midyear meetings of the National Association of Bar Executives, the National Conference of Bar Presidents and the National Conference of Bar Foundations, February 2 through February 6, 2010. This booklet covers programming sponsored jointly by NABE, NCBP and NCBF, as well as events individually sponsored by each group.

NABE substantive programming begins on Wednesday, February 3, with an opening plenary by Chris Crowley, a retired litigator and author of the best-selling book, Younger Next Year. Crowley will share valuable, yet humorous insights on how exercise and healthful eating can help one feel better and look younger. Thirteen breakout sessions will follow, examining social media strategy and tactics, programs to entice young lawyers, reinventing non-dues revenues ideas, protecting data in a hostile technological environment and other key issues. NABE programming concludes on Thursday, February 4, with speaker Jay Gubrud’s comedic take on life balance.

Joint NCBP/NABE/NCBF programming starts on Friday, February 5, with the plenary session, “State Budgets, Court Funding and Access to Justice.” During this program, a panel of national experts will discuss the impact of the economic downturn on state court funding and how bars have proactively addressed the issue. Workshops will include a follow-up discussion on state court funding as well as sessions covering the use of technology by bars to help small firms and solo practitioners, effective message delivery, diversity in a post-Obama era, Ethics 20/20, membership recruitment and retention strategies, and other topics of interest.

The joint awards luncheon will recognize recipients of the NCBP Fellows Award, the NCBF /ALPS Foundation Services Innovations in Fundraising Award, Outstanding Law Day Awards, the Judge Edward R. Finch Law Day Award and the Louis M. Brown Awards. Following lunch, NCBP and the Metropolitan Bar Caucus will co-host the afternoon program, “Bar Leaders and Young Lawyers: Partnering Together to Shape the Future of the Profession,” a first-time conversation among state and local bar association leaders and young lawyer leaders with a common commitment to creating a better profession. NCBF ends the afternoon with “30 Ideas in 90 Minutes,” a session that will explore great lawyer/grantee mission linking events, Facebook and Twitter experiences—good and bad, and how to motivate boards to fundraise.

For NCBP, Saturday morning program highlights include lively breakfast roundtable discussions, a Town Hall meeting with ABA President Carolyn Lamm, an informative and entertaining presentation by Mike Rubin on “hot” legal issues and a session featuring great program ideas bars can easily replicate at home. NCBF will look at how bar foundations can measure and communicate the impact of their grant awards.

Each group hosts evening events designed to provide networking opportunities and a way to relax after busy days of travel or meet-ings. See your specific organization’s section of this program for further information on these activities.

Many individuals are to be acknowledged and thanked for putting these meetings together, including members of the program and sponsorship committees of each group. And, speaking of sponsorship, please attend the sponsor networking breaks to say thanks to our generous supporters and to determine if their products and services are right for your bar or members. We also thank the staff of the ABA Division for Bar Services for their help in planning our events.

We hope that you find the programming beneficial. Your feedback and suggestions are useful as we plan for future meetings, so please complete the evaluations that will be sent to you via email after the meeting. Have a “magical” time in Orlando!

Sincerely,

Jack Lockridge, NABE President

Mary T. Torres, NCBP President

Christine Hickey, NCBF President



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PLATINUMLexisNexis

Dianne Callahan, Director, Associations Marketing

2935 summitop road, NEMarietta, GA 30066

(888) [email protected]

Wednesday & Thursday Plenary Sessions and the Cyber Café in sponsor room

GOLDLegal Directories Publishing Company, Inc.

Diane Chapman, President9111 Garland road

dallas, tX 75218(800) 447-5375, ext. 101

[email protected]

Wednesday Night “On the Boardwalk” Party at Disney’s Atlantic Dance Hall

SILVER

nabe thanks our sponsors for their generous support.

ABA Retirement Funds/INGKim Hall, Marketing Officer

P.O. Box 5142Boston, MA 02206


www.abaretirement.comThursday Morning General and Section

Breakfasts

GEICODeedre Daniel, Director, Partnership Marketing

5260 Western Avenue, NWChevy Chase, Md 20815


www.geico.comTuesday Evening Welcome Reception

USI Affinity Arnol Kaplan, President/COO

Professional insurance solutions100 Broadway, 4th Floor

New York, NY 10005(610) 833-1800

[email protected]

Wednesday Buffet Lunch



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Affiniscape Adam Weedman, President

6200 Bridgepoint Parkway Building 4, suite 550Austin, tX 78730


www.affiniscape.com

ALPS Christine Blackstun, Director of Marketing

P.O. Box 9169Missoula, Mt 59807-9169


www.alpsnet.com

Center for Civic EducationRobert Leming, Director,

We the People: The Citizen and the Constitution5146 douglas Fir road

Calabasas, CA 91302-1440(818) 591-9321

[email protected]

Copper ConferencingSara Stilson, Director of Major Accounts

12303 Airport Way, #125Broomfield, CO 80021


Federal Express (Meridian One)Nicholas Tovar, Senior Sales Manager

5775 General Washington driveAlexandria, VA 22312


www.meridanone.com

Florida Coastal School of LawEllen Sefton, Director of Career Services

8787 Baypine roadJacksonville, FL 32256


www.fcsl.edu

Intus Technologies, LLCLarry Allison, Executive Vice President

9100 Purdue rd., suite 100indianapolis, iN 46268


www.intustechnologies.com

Peach New MediaJohnson Cook, COO

3300 Highlands Parkwaysmyrna, GA 30082

(770) 805-6292 [email protected]

BRONZE

nabe thanks our sponsors for their generous support.

CoreVaultJeff Cato, Vice President,

Marketing & Strategic Partnerships14101 Wireless Way, suite 300

Oklahoma City, OK 73134(405) 391-8421

[email protected]



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tuesDaY, februarY 2, 2010

6:30 a.m. – 5:30 p.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level(Registration will be closed for lunch from 12:30 p.m. to 2:00 p.m.)

8:00 a.m. – 3:00 p.m.NABE Board of Directors MeetingEurope 2, Lobby/3rd Level

3:30 p.m. – 4:30 p.m.NABE First-time Attendee and New Member OrientationAsia 3, Lobby/3rd LevelThis meeting is for first-time attendees, and any other NABE members who would like to know more about NABE committees, forums and member benefits. Come learn about your professional membership organization and how to make the most of it. 3:30 p.m. – 5:00 p.m.NABE Communications Section Executive Council MeetingEurope 3, Lobby/3rd Level

6:00 p.m. – 7:00 p.m.NABE Welcome ReceptionSouthern Hemisphere I, 5th LevelEnjoy a drink and hors d’oeuvres with new and old NABE colleagues before you head out to dinner at one of Orlando’s many excellent restaurants.Sponsored by GEICO

7:30 p.m. NABE First-time Attendees’ DinnerWolfgang Puck Grand Café, Downtown Disney, 1482 East Buena Vista Drive, (407) 938-9559Immediately after the Welcome Reception, first-time attendees should plan to join the members of the NABE Board of Directors as they host a dinner in your honor. Start building your network of NABE colleagues, relax with other “newbies,” and enjoy a great dinner, complimentary to you. Please meet at 7 p.m. in the lobby of the Dolphin/Swan so we can grab taxis to the restaurant. By invitation only.

WeDnesDaY, februarY 3, 2010

7:30 a.m. – 5:30 p.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level(Registration will be closed for lunch from 1:00 p.m. – 1:45 p.m.)

7:30 a.m. – 8:30 a.m.NABE Breakfast, First-time Attendee and Sponsor IntroductionsSouthern Hemisphere II, 5th LevelGreet old friends and meet new ones over breakfast. Introductions of NABE first-time attendees and some of our generous sponsors will start the day of networking. So make sure you set your alarms!

8:30 a.m. – 8:40 a.m.Transfer Break

8:40 a.m. – 9:00 a.m.NABE Plenary Session: Welcome Southern Hemisphere I, 5th LevelPANELISTS

Jack Lockridge, Arlington, VA, NABE President, and Executive Director, Federal Bar AssociationSusan Jacobs, Indianapolis, IN, Chair, NABE Program Committee, and Associate Executive Director, Indiana State Bar AssociationJack Harkness, Tallahassee, FL, Executive Director, The Florida BarBrant Bittner, Orlando, FL, Executive Director, The Orange County Bar Association

9:00 a.m. – 10:00 a.m.NABE Plenary Session: Younger Next YearSouthern Hemisphere I, 5th LevelChris Crowley, author of the best-selling book Younger Next Year, will wow you as he tells his story of fitness and wellness. As a retired litigator who knows what life in the trenches is about, Chris will show you the path to feeling better and looking and feeling younger. This session is a must for anyone who wants to put balance in his or her life and vastly improve the chances for longevity. Sponsored by LexisNexisSPEAKER

Chris Crowley, Lakeville, CT, Author, Speaker and Wall Street Litigator

nabe PrOGrAM sCHEdULE tuesDaY, februarY 2, 2010



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10:00 a.m. – 10:30 a.m.NABE Sponsor Networking BreakSouthern Hemisphere Foyer, 5th LevelThanks to our generous sponsors, NABE is able to offer quality programming at a reasonable fee. Please stop by to say thanks. While there, do take advantage of the LexisNexis Cyber Café (available throughout the meeting) to check on what’s happening back at your office. Also don’t forget to enter the sponsor drawings available for a chance to win fabulous prizes.

10:30 a.m. – 11:30 a.m.First Session of NABE Concurrent Track Programs

Track 1A: Tweets vs. Snail Mail – Effective Communication from Boomers to MillennialsSouthern Hemisphere IV, 5th LevelDo you know how your members want to communicate with your association? You should. For some “regular” mail is great; others want to follow you on Twitter. Learn how to customize your communications across the generations.Sponsored by the NABE Section on CommunicationsSPEAKER Nora Riva Bergman, Tarpon Springs, FL, Practice Advisor, Atticus, Inc. Track 1B: DBS & NABE: Alphabet Survival for the Bar Association ProfessionalNorthern Hemisphere E3, 5th LevelSuffering from information overload? Want to save time, money and resources? Bar Services staff and NABE leaders have created a fun and fast way to help you learn about the ABC’s of their services and membership benefits that you can add to your toolbox. MODERATOR

Carolyn B. (Carrie) Witt, New Haven, CT, Executive Director, New Haven County Bar AssociationPANELISTS

Elizabeth Derrico, Chicago, IL, Associate Director, ABA Division for Bar ServicesRoseanne Lucianek, Chicago, IL, Director, ABA Division for Bar Services Yvonne McGhee, Fairfax, VA, Executive Director, Fairfax Bar AssociationJohn Williams, Oklahoma City, OK, Executive Director, Oklahoma Bar Association

Track 1C: Social Media 101 – Strategy & TacticsSouthern Hemisphere V, 5th LevelTwitter, Facebook, LinkedIn, Wiki, Wikipedia… What does it all mean? The variety and multitude of social media available to associations can be overwhelming! This session will review and define the many methods now being used and may help you decide what might be right for you and your association. SPEAKER

Sterling Raphael, Orlando, FL, President & CEO, NFi Studios

Track 1D: Employee HandbooksNorthern Hemisphere E4, 5th LevelThis session covers the basics of employee handbooks, including how to get started writing your first one, what belongs in it, what to leave out, and how to develop a manual that fits the culture of your organization. Presented by an HR professional with 30 years of experience in a variety of settings, the session will cover how to find state-specific policy requirements, policy needs based on size of staff, and how to keep policies current.SPEAKER

Christine Kennedy, Tigard, OR, Human Resources Manager, Oregon State Bar

11:45 a.m. – 12:45 p.m.Second Session of NABE Concurrent Track Programs

Track 2A: Bridging the Gap: How Understanding Generational Differences Can Grow Your AssociationSouthern Hemisphere IV, 5th LevelFor the first time, bar association membership encompasses four generations at once. Those associations that understand the differences and similarities between the generations will be the associations that continue to grow. Join us for an interactive “town hall meeting” featuring panelists from all generations. MODERATOR

Nora Riva Bergman, Tarpon Springs, FL, Practice Advisor, Atticus, Inc.PANELISTS

Diane O’Steen, Atlanta, GA, Executive Director, Atlanta Bar AssociationLorrie Payne, Little Rock, AR, Associate Director, Arkansas Bar AssociationJohn Phelps, Phoenix, AZ, CEO & Executive Director, State Bar of ArizonaKevin Priestner, Austin, TX, Manager, Texas Bar Journal, State Bar of Texas

nabe PrOGrAM sCHEdULE WeDnesDaY, februarY 3, 2010




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Track 2B: It’s a Jungle Out There: How to Protect Your Data in an Increasingly Hostile EnvironmentNorthern Hemisphere E3, 5th LevelMost IT staff/consultants spend much of their time worrying about attacks from hackers and other threats on their data. Hear what all bar associations need to know and do in order to be certain that they are protecting their members’ information and other data from attack. This session is designed to help non-technical staff ensure their associations are protected, whether there is an IT staff or a consultant. These speakers have promised to present this session in standard English and not Tech Talk.PANELISTS

William Dickinson, Richmond, VA, IT Director, Virginia State BarLincoln Mead, Salt Lake City, UT, IT Administrator, Utah State BarPatricia Yevics, Baltimore, MD, Director, Law Office Management, Maryland State Bar Association

Track 2C: Born to Run: Speed Networking and Ideas-Sharing EventSouthern Hemisphere V, 5th LevelJoin us for a lively, interactive event based on the speed-dating concept, but without the romantic entanglements. Attendees are assigned to random groups, encouraging professional mixing, and discuss a range of bar association scenarios in a fast-paced format supporting individual participation, knowledge sharing and focused brain-storming. Topics range from successfully managing volunteer demands to addressing intergenerational communications challenges to implementing personal time management strategies. All in just over an hour! MODERATOR

Frederick Massie, Providence, RI, Communications Director, Rhode Island Bar AssociationPANELISTS

Jenna Grubb, Toledo, OH, Communications & Membership Director, Toledo Bar AssociationKelley Jones King, Austin, TX, Deputy Director, State Bar of TexasKevin Ryan, Montpelier, VT, Director of Education & Communication, Vermont Bar AssociationDuane Stanley, Minneapolis, MN, Assistant Executive Director, Hennepin County Bar AssociationFrancine Walker, Tallahassee, FL, Director, Public Information & Bar Services, The Florida Bar

12:45 – 1:45 p.m.NABE Buffet Lunch and Meeting OpportunitySouthern Hemisphere II, 5th LevelCheck the table labels for discussions by bar size and join your colleagues from comparable bars for a working lunch.Sponsored by USI Affinity

NABE Associate/Assistant Executive Directors Lunch MeetingEurope 3, Lobby/3rd LevelA lunch will be available in your meeting room as you meet with colleagues in this closed-door session.

1:45 p.m. – 2:00 p.m.Transfer Break

2:00 p.m. – 3:00 p.m.Third Session of NABE Concurrent Track Programs

Track 3A: President’s Memo to the Executive Director – A “Candid” ConversationSouthern Hemisphere IV, 5th LevelThis session will be focused on enlightening the executive director relationship with his/her president, before, during and after the presidency and to help make the “partnership” great.MODERATOR

Marc R . Staenberg, Beverly Hills, CA, Executive Director, Beverly Hills Bar Association, and President-elect, Metropolitan Bar CaucusPANELISTS

Stuart Cubbon, Toledo, OH, Past President, Toledo Bar Association, and Executive Council Member, National Conference of Bar PresidentsJane Leslie Dalton, Philadelphia, PA, Past Chancellor, Philadelphia Bar Association, and Executive Committee Member, Metropolitan Bar CaucusJames P. Nolan, Annapolis, MD, Past President, Maryland State Bar Association, and President-elect, National Conference of Bar Presidents

Track 3B: Solo Does Not Mean Alone: Useful, Hard-learned Tips on How to Do Programs for Solo PractitionersNorthern Hemisphere E3, 5th LevelIn this session, three bar associations that have solo conference programming will give tips that can be applied to any size association. There will be three different perspectives from the very large to the very





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small. The session is designed to give tips on how even the smallest bars can provide some programs for solo practitioners. It will help bars that are considering their first solo conference or those who are looking for new ideas for their events.MODERATOR

Patricia Yevics, Baltimore, MD, Director, Law Office Management Assistance, Maryland State Bar AssociationPANELISTS

Linda Oligschlaeger, Jefferson City, MO, Director, Member Services, The Missouri Bar Joanne Hinnendael, Concord, NH, Director, Continuing Legal Education, New Hampshire Bar Association

Track 3C: Podcasts/Webinars - Are They Right For You?Southern Hemisphere V, 5th LevelThe popularity of new technologies has led to a resurgence in interest in using webcasting and podcasting as a way to reach and engage audiences, particularly given the reductions in travel budgets. This program will address some of the issues, successes and failures, involved in providing CLE through webinars and podcasting, including MCLE Credit, contracting with outside vendors, staffing and costs. The panel also will review how these technologies provide general marketing and communication tools to apprise members about programs and benefits. Panelists will discuss the creative use of this technology to engage members and to provide valuable programs and services that fall outside of the traditional continuing education programs. MODERATOR Robert Paolini, Montpelier, VT, Executive Director, Vermont Bar AssociationPANELISTS

Robert Craghead, Springfield IL, Executive Director, Illinois State Bar AssociationDonita Bourns Douglas, Oklahoma City, OK, Director, Educational Programs, Oklahoma Bar AssociationKenneth Shear, Philadelphia, PA, Executive Director, Philadelphia Bar Association

3:00 p.m. – 3:30 p.m.NABE Sponsor Networking BreakSouthern Hemisphere Foyer, 5th LevelThis is another opportunity for you to say thank you to our sponsors. Head on over to the sponsor area to find out more about services and resources that may work for your organization. Also, have a chat with colleagues, a snack before dinner and don’t forget

to drop off your business card for a chance to win exciting sponsor prizes. 3:30 p.m. – 4:30 p.m.Fourth Session of NABE Concurrent Track Programs

Track 4A: Show and Tell – Programs to Entice Young LawyersSouthern Hemisphere IV, 5th LevelLearn the “how to’s” behind four programs bar associations have used to engage new attorney members with varying funding levels.MODERATORS

Jill Eckert McCall, Chicago, IL, Director, Young Lawyers Division, American Bar AssociationZachary Zuroweste, Dunedin, FL, Attorney, Clearwater Bar AssociationPANELISTS

Jewel White Cole, Clearwater, FL, Immediate Past President, The Florida Bar Young Lawyers DivisionAnthony Fantauzzi, Tampa, FL, President, Hillsborough County Bar Association

Track 4B: Show Me the Money: Ways to Create, Promote and Re-invent Non-Dues Revenue IdeasNorthern Hemisphere E3, 5th LevelThe panel in this session will cover both “outside the box” ideas for non-dues revenue as well as new ways of promoting the tried and true benefits most bar associations have and depend on for additional revenue. Sometimes re-packaging is all that is needed. In addition, there will be an opportunity for sharing what is working well in other associations.MODERATOR

Patricia Yevics, Baltimore, MD, Director, Law Office Management Assistance, Maryland State Bar AssociationPANELISTS

Doris Barnes, Towson, MD, Executive Director, Baltimore County Bar AssociationPaula Portner, New Brunswick, NJ, Director, Marketing & Member Services, New Jersey State Bar AssociationJill Werner, Chicago, IL, Director, Membership & Marketing, American Bar Association

Track 4C: Where’d I Put That? Effective Document Management for Bar ExecutivesSouthern Hemisphere V, 5th LevelDrowning in documents? The proliferation of forms and procedures can be overwhelming without an effective


nabe PrOGrAM sCHEdULE tHursDaY, februarY 4, 2010



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document management system. This session will provide an overview of the solutions available to help you and your staff never misplace another digital file, with specific ideas and recommendations that any size bar can put to work today.MODERATOR

Erik Mazzone, Cary, NC, Director, Center for Practice Management, North Carolina Bar AssociationPANELISTS

James Calloway, Oklahoma City, OK, Director, Management Assistance Program, Oklahoma Bar AssociationNerino Petro, Madison, WI, Practice Management Advisor, State Bar of WisconsinCatherine Sanders Reach, Chicago, IL, Director, Legal Technology Resource Center, American Bar Association

6:30 p.m. – 8:30 p.m.NABE Wednesday Night Party Atlantic Dance Hall, Disney’s Boardwalk Come join in the MAGIC….networking, Wii-games, karaoke, terrace view and more…. Where?... AT THE BOARDWALK! Experience the ambience, the laughter, the music, the entertainment! A live DJ and “old school” music videos will add to the fun at the Atlantic Dance Hall, right in the center of Disney’s exciting Boardwalk. Casual attire and lots of energy are recommended. Separate Ticket required for this event. Sponsored by Legal Directories Publishing Company, Inc.

tHursDaY, februarY 4, 2010

7:00 a.m. – 5:30 p.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level(Registration will be closed for lunch from 12:30 p.m. to 1:30 p.m.)

7:30 a.m. – 8:30 a.m.NABE BreakfastsSponsored by ABA Retirement Funds/ING

General BreakfastSouthern Hemisphere II, 5th LevelAdministration & Finance Section BreakfastNorthern Hemisphere E4, 5th LevelCommunications Section BreakfastNorthern Hemisphere E1, 5th Level Information Technology Section BreakfastEurope 3, Lobby/3rd Level

8:30 a.m. – 9:30 a.m.Fifth Session of NABE Concurrent Track Programs

Track 5A: Social Media in Action — A Live DemoSouthern Hemisphere IV, 5th LevelThis session will demonstrate and examine 1) the current social media focusing on Facebook, Linked In and Twitter, 2) how attorneys are using these to market their practices, 3) how bar associations can use it for their members, 4) what to watch out for in using these different social media and 5) other forms of related media including blogs, podcasting, YouTube etc.MODERATOR

Chris Manos, Helena, MT, Executive Director, State Bar of MontanaSPEAKER

Robert Teuber, Milwaukee, WI, Attorney, Weiss Berzowski Brady LLP

Track 5B: What’s In It for Me? Making the Case for the Value of Bar MembershipNorthern Hemisphere E3, 5th LevelFrom high-tech networking opportunities to the personal touch, bar associations are scrambling to remind members-and potential members-of the many tangible and intangible benefits that come with bar membership. What is at stake? For unified bars, it is an opportunity to ensure continued member interest and involvement; for voluntary bars, convincing lawyers that bar membership is a “must have” may mean the difference between survival and irrelevance. Join an outstanding panel of bar communicators to learn more about the innovative actions they are taking in identifying members’ needs, adapting to meet those needs and then enhancing member awareness. MODERATOR

Gary Toohey, Jefferson City, MO, Communication Director, The Missouri BarPANELISTS

Jenna Grubb, Toledo, OH, Communications & Membership Director, Toledo Bar AssociationKelley Jones King, Austin, TX, Deputy Director, State Bar of TexasCynthia Kuhn, Washington, DC, Communications Director, The District of Columbia BarConnie Pruitt, Tampa, FL, Executive Director, Hillsborough County Bar AssociationJane Schoenike, Lincoln, NE, Executive Director, Nebraska State Bar Association





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Track 5C: What’s Hot in Bar Association Technology? 60 IT Topics in 60 MinutesNorthern Hemisphere E2, 5th LevelNot just for IT people! Keeping up with technology developments that impact your work is an ongoing challenge. This fast paced session will help you catch up and stay ahead with cost-effective solutions for executives at bars of all sizes. Practical and in “real time,” this session is not to be missed.MODERATOR

Erik Mazzone, Cary, NC, Director, Center for Practice Management, North Carolina Bar AssociationPANELISTS

Rodney Dowell, Boston, MA, Director, Law Office Management, LCL, Inc.Catherine Sanders Reach, Chicago, IL, Director, Legal Technology Resource Center, American Bar Association

9:30 a.m. – 10:00 a.m.NABE Sponsor Networking BreakSouthern Hemisphere Foyer, 5th LevelCome take advantage of your final chance to speak with our sponsors and learn more about how their services can work for your bar association. Refuel and check your email at the LexisNexis Cyber Café, while you can. This will be the last chance to enter your name for the sponsor drawings for the nice prizes that will be presented at the end of the afternoon luncheon.

10:00 a.m. – 11:00 a.m.Sixth Session of NABE Concurrent Track Programs

Track 6A: Loving---and Leaving---Your JobSouthern Hemisphere IV, 5th LevelThe question that looms in everyone’s future is: How do you leave this job that you love? The key to every successful transition is preparation—preparing your board, members, and staff. And then you must prepare your successor and yourself. How much time will you and your association need, and what is your role in the selection and training of your successor? Find out how other bar executives are handling this important issue. First, a state bar executive director will review the process his association used to develop a widely-acclaimed succession plan. Then, two retiring metropolitan bar executive directors will share the processes they have developed and are executing as they make the transition. MODERATOR

Patricia Branam, Toledo, OH, Executive Director, Toledo Bar Association

PANELISTS

Larry Buxbaum, Minneapolis, MN, Executive Director, Hennepin County Bar AssociationAllan Head, Raleigh, NC, Executive Director, North Carolina Bar AssociationRae Jean McCall, Kansas City, MO, Executive Director, Kansas City Metropolitan Bar Association and President, Metropolitan Bar Caucus

Track 6B: How to Grab and Get New MembersNorthern Hemisphere E3, 5th LevelAttracting new members to voluntary bar associations requires creativity, dogged pursuit and a clear understanding of your prospects’ interests and needs. Learn how some bar associations are marketing membership to non-member attorneys in their communities – what works and doesn’t work – and how they’ve adapted their “pitch” to an ever-increasingly diverse membership base.MODERATOR


Patience Burns, West Palm Beach, FL, Executive Director, Palm Beach County Bar AssociationPaul Carlin, Baltimore, MD, Executive Director, Maryland State Bar AssociationBarry Simpson, Harrisburg, PA, Executive Director, Pennsylvania Bar Association

Track 6C: Serving Roast Beef on a Hamburger BudgetNorthern Hemisphere E2, 5th LevelMaximize your buying power by understanding the venue’s requirements. Balancing your needs with those of the hotel and other venues will allow both parties to win. Get tips from the pros on negotiations in the wonderful world of event planning.PANELISTS

Brenda Glass, New Port Richey, FL, Sales Director, Site Search Inc.Susan Kegel, Orlando, FL, Senior Account Executive, Orlando/Orange County CVB


11:15 a.m. – 12:15 p.m.NABE Plenary Session: Turbo Charge Your Work/Life BalanceSouthern Hemisphere I, 5th Level

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So...you are overwhelmed, stressed out and up against another deadline and yet you love your job! Sound familiar? Most bar execs say this about their jobs. Whether seasoned or a newbie, you will enjoy Jay Gubrud’s humorous look at finding and keeping work/life balance. In this session, you will learn proven strategies for taking control of and letting go of what really matters. Join in and you will walk away with techniques you can put into action right away and that are easily transferable to staff.Sponsored by LexisNexisSPEAKER

Jay Gubrud, Roseville, MN, Professional Speaker, Jay Gubrud, Inc.

12:15 p.m. – 12:30 p.m.Transfer Break

12:30 p.m. – 1:30 p.m.NABE Luncheon, Membership Meeting and Sponsor Wrap-up and RafflesSouthern Hemisphere II, 5th LevelDuring lunch, we will hear special remarks from the 2009 Bolton Award winner Bob Wells. A membership meeting will immediately follow lunch. We will then wrap-up with a big thank you to our generous sponsors who will close the midyear meeting with great raffle prizes. You must be present to win. Join your NABE colleagues for a final networking opportunity. 1:30 p.m. – 2:30 p.m.NABE First-Time Attendees’ Wrap-up SessionNorthern Hemisphere A2, 5th Level

3:00 p.m. – 5:00 p.m.Metropolitan Bar Caucus Executive Committee MeetingEurope 8, Lobby/3rd Level

4:00 p.m. – 5:30 p.m.ABA Legislative and Governmental Advocacy Update – Program and ReceptionNorthern Hemisphere A3, 5th LevelThe 111th Congress is debating many issues of vital concern to the legal profession and the justice system. The program will begin with ABA President Carolyn Lamm’s update on several hot-topic issues, including Legal Services Corporation reauthorization and funding, and ABA efforts to address the impact of the economic crisis on the legal profession, including student loan relief. Following the update, a panel of experts will discuss significant ways Congress and Federal agencies

are attempting to regulate lawyers. The presentation, “Preventing Federal Intrusion into State Supreme Court Regulation of Lawyers,” focuses on pending federal legislation and what the ABA is doing to support maintaining the historic jurisdiction of the respective state supreme courts. Learn about these issues and what you, your bar association or your ABA entity can do to get involved.Produced by the ABA Office of Governmental Affairs and Cosponsored by the National Conference of Bar Presidents, National Association of Bar Executives, ABA Section Officers Conference, ABA Young Lawyers Division and the ABA Standing Committee on Legal Aid and Indigent Defendants MODERATOR

Thomas M. Susman, Washington, DC, Director, ABA Governmental Affairs OfficePANELISTS

Carolyn B. Lamm, Washington, DC, President, American Bar Association (invited)Other panelists to be confirmed.

5:00 p.m. – 6:30 p.m.Metropolitan Bar Caucus Welcome ReceptionSwan Terrace, Swan HotelJoin MBC members for a festive evening on the terrace. Meet and greet NABE, NCBP and NCBF registrants as you enjoy lively conversation, plus appetizers and beverages. Admission is $45 at the door or $35 by pre-registration. Bring extra business cards for networking and to enter a raffle for some great prizes. Sponsored by Bingham McHale LLP and Stetson University College of Law

7:00 p.m. – 10:00 p.m.Metropolitan Bar Caucus Executive Committee DinnerWolfgang Puck Grand Café, Downtown Disney, 1482 East Buena Vista Drive, (407) 938-9559Sponsored by USI Affinity

friDaY, februarY 5, 2010

3:00 p.m. – 5:00 p.m.NABE Program Committee MeetingEurope 6, Lobby/3rd Level

For NABE Joint Programming with NCBP and NCBF, please see NCBP section of this program booklet.

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PresidentJack Lockridge, Federal Bar Association

President-ElectCarolyn B. (Carrie) Witt, New Haven County Bar Association

Vice PresidentDana Collier Smith, Colorado Bar Association

SecretaryGeorge C. Brown, state Bar of Wisconsin

TreasurerZoe Lyle, Bar Association of Metropolitan st. Louis

state bar Directors Linda Oligschlaeger, the Missouri BarLeah G. Johnson, south Carolina Bar

local bar Directors Yvonne McGhee, Fairfax Bar AssociationDuane Stanley, Hennepin County Bar Association

Director-at-large David Blaner, Allegheny County Bar AssociationCarol Madeja, the state Bar of California

aba House Delegate William Weisenberg, Ohio state Bar Association

nabe liaison Pamela E. Robinson, ABA division for Bar services

nabe MeMber services coorDinator Tondanisha Nevels, ABA division for Bar services

nabe PrograM coMMittee

Chair Susan Jacobs, indiana state Bar Association

Vice ChairNancy Roberson, Mecklenburg County Bar Association

Board Liaison Carolyn B. (Carrie) Witt, New Haven County Bar Association

Committee MembersTrish Branam, toledo Bar AssociationBrad Carr, Alabama state BarMary Corbitt, Monroe County Bar

AssociationKaren France, Clearwater Bar AssociationChristopher Manos, state Bar of MontanaErik Mazzone, North Carolina Bar AssociationHelen McDonald, rhode island Bar

AssociationMarc Staenberg, Beverley Hills Bar

AssociationLynda Tanner, state Bar of WisconsinJohn Williams, Oklahoma Bar AssociationPat Yevics, Maryland state Bar Association

NABE Program Committee LiaisonLeticia spencer, ABA division for Bar services

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Bylaws CommitteeLarry Houchins, the Mississippi Bar, Chair

Chief Staff ExecutiveJulie Armstrong, indianapolis Bar Association, Chair

Diversity DevelopmentD’Arcy Kemnitz, National LGBt Bar Association, Chair

MembershipJohn Williams, Oklahoma Bar Association, Chair

ScholarshipPatience Burns, Palm Beach County Bar Association, Chair

SponsorshipSam Clinch, Nebraska state Bar Association, Chair

SurveysJane Schoenike, Nebraska state Bar Association, Chair

Website/Knowledge ManagementJohn Sirman, state Bar of texas, Chair

nabe foruMs

Bar Member ServicesConnie Schin, New York state Bar Association, Chair

Lawyer Referral & Information ServiceMarion Smithberger, Columbus Bar Association, Chair

Meetings/Seminars & EventsTerri Muse, idaho state Bar, Chair

Sections and CommitteesMaryann Williams, indiana state Bar Association, Chair

State and Local Bar LiaisonsHeather Clark, Colorado Bar Association, Chair

Young Lawyer LiaisonsJennifer Bertolino, the Chicago Bar, Chair

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Section on Administration & FinanceKari Hartman, indianapolis Bar Association, Chair Section on CommunicationsKevin Ryan, Vermont Bar Association, Chair

Section on Governmental RelationsDon Philips, Connecticut Bar Association, Chair

Section on Information TechnologyLincoln Mead, Utah state Bar, Chair

nabe 2009 – 2010 COMMittEE, FOrUM ANd sECtiON LEAdErs



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1941-1943 *Emma E. Dillon, trenton, NJ1943-1944 *J.L.W. Henney, Columbus, OH1944-1946 *Leland M. Cummings, salt Lake City, Ut1946-1947 *John Mcl. Smith, Harrisburg, PA 1947-1949 *George H. Turner, Lincoln, NE1949-1950 *Milton E. Bachman, Lansing, Mi1950-1951 *William J. Park, Austin, tX1951-1952 *Philip S. Habermann, Madison, Wi1952-1953 *John E. Berry, Albany, NY 1953-1954 *Joseph B. Miller, Columbus, OH1954-1955 *Amos M. Pinkerton, springfield, iL1955-1956 *William E. Pool, Austin, tX1956-1957 *Emma E. Dillon, trenton, NJ1957-1958 Donald D. Molen, denver, CO1958-1959 *John W. Shuart, topeka, Ks1959-1960 *Joseph M. Larimer, Chicago, iL1960-1961 *Kenneth Harris, Oklahoma City, OK1961-1962 Wade F. Baker, Jefferson City, MO1962-1963 *Henry H. Harned, Frankfort, KY1963-1964 *Thomas C. Meyers, Minneapolis, MN1964-1965 *John H. Holloway, Portland, Or1965-1966 R. Leland Hamilton, st. Louis, MO1966-1967 *Alice O’Leary Ralls, seattle, WA1967-1968 Marshall R. Cassedy, tallahassee, FL1968-1969 *Stanley L. Johnson, Los Angeles, CA1969-1970 Alfred C. Schultz, Bismarck, Nd1970-1971 *Madrid Williams, Macon, GA1971-1972 *Fredrick H. Bolton, Harrisburg, PA1972-1973 Francis J. Bolduc, trenton, NJ1973-1974 *Edward P. Smith, Providence, ri1974-1975 Kay M. Runyon, Minneapolis, MN1975-1976 Eldon L. Husted, Phoenix, AZ1976-1977 John H. Dickason, springfield, iL

1977-1978 *James I. Smith III, Pittsburgh, PA1978-1979 Reginald T. Hamner, Montgomery, AL1979-1980 Peter P. Roper, Harrisburg, PA1980-1981 *Jack Lyle, indianapolis, iN1981-1981 *G. Edward Friar, seattle, WA1981-1983 Robert N. DuRant, Columbia, sC1983-1984 Nan Wilder, Phoenix, AZ1984-1985 William J. Smith Jr., Baltimore, Md1985-1986 Dalton W. Menhall, trenton, NJ1986-1987 Celene Greene, Lake Oswego, Or1987-1988 Bobbie Lou Nailling-Files, Kansas City, MO1988-1989 William J. Carroll, Albany, NY1989-1990 Terrence M. Murphy, Chicago, iL1990-1991 Edward M. Bonney, Augusta, ME1991-1992 John F. Harkness Jr., tallahassee, FL1992-1993 *Theodore Stellwag, Harrisburg, PA1993-1994 Paul V. Carlin, Baltimore, Md1994-1995 Nancy A. Galloway, West Bloomfield, Mi1995-1996 Bruce Hamilton, Phoenix, AZ1996-1997 Dennis P. Harwick, seattle, WA1997-1998 Keith A. Birkes, Jefferson City, MO1998-1999 Katherine S. Bifaro, Buffalo, NY1999-2000 Gilbert R. Campbell Jr., Nashville, tN2000-2001 Betty J. Braden, Madison, Wi2001-2002 Diane O’Steen, Atlanta, GA2002-2003 Thomas R. Tinder, Charleston, WV2003-2004 Thomas A. Pyrz, indianapolis, iN 2004-2005 Anne Fritz, Memphis, tN2005-2006 Thomas Edmonds, richmond, VA2006-2007 Allan Head, raleigh, NC2007-2008 Evelyn Sullivan, Lancaster, PA2008-2009 Rodney Wegener, tigard, Or

nabe PAst PrEsidENts

*DECEASED



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nabe bolton aWarD for outstanDing bar leaDersHiP

1978 Wade F. Baker, Missouri1979 Marshall Cassedy, Florida1980 Lois M. McIlroy, Oklahoma1981 Reginald T. Hamner, Alabama1982 *Joseph B. Miller, Ohio1983 John H. Dickason, illinois1984 Edward P. Smith, rhode island1985 E.A. “Wally” Richter, Missouri1986 Peter P. Roper, Pennsylvania1987 Alexander Lagusch, Ohio1988 *Jack Lyle, indiana1989 Katherine S. Bifaro, New York1990 JoAnna Moreland, texas1991 Marcia Poell Holston, Kansas1992 Tom Brady, Ohio1993 Edward M. Bonney, Maine1994 Bobbie Lou Nailling-Files, Missouri1995 *Theodore Stellwag, Pennsylvania1996 Paul V. Carlin, Maryland1997 William J. Carroll, New York1998 Diane O’Steen, Georgia1999 Kenneth Klein, Missouri2000 Elizabeth C. Price, Pennsylvania2001 Beth Keigher, New York2002 Charles Turner, Colorado2003 Robert Craghead, illinois2004 Keith Birkes, Missouri2005 Sandra Cousins, Oklahoma2006 Denny L. Ramey, Ohio2007 Thomas Edmonds, Virginia2008 Thomas A. Pyrz, indiana2009 Robert S. Wells, south Carolina

nabe PresiDent’s aWarD

2001 John C. Norwine, Cincinnati Bar Association 2002 Rod Wegener, Oregon state Bar2003 Division for Bar Services Staff, American Bar Association2004 Susan Jacobs, indiana state Bar 2004 Helen McDonald, rhode island Bar Association2005 Susan Andres, Alabama state Bar2006 Toby Brown, Utah state Bar2006 Stuart Forsyth, Los Angeles County Bar Association2007 Dana Collier Smith, Colorado Bar Association2008 Pamela Robinson, American Bar Association division for Bar services2008 Patricia Yevics, Maryland state Bar Association2009 Yvonne McGhee, Fairfax Bar Association

nabe Peer eXcellence aWarD

2006 Yvonne McGhee, Fairfax Bar Association2007 Toby Brown, Utah state Bar2009 Mark Mathewson, illinois state Bar Association

*DECEASED



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ncbP GrAtEFULLY ACKNOWLEdGEs tHE GENErOsitY OF its sPONsOrs.

PLATINUMLexisNexis/Martindale Hubbell

Dianne Callahan, Director, Associations Marketing

2935 summitop road, NEMarietta, GA 30066

(888) [email protected] Executive Council Dinner

NCBP/NABE/NCBF Joint Reception

GOLDABA Retirement Funds/INGKim Hall, Marketing Officer

P.O. Box 5142Boston, MA 02206


www.abaretirement.comNCBP Friday First-time Attendee Breakfast

Rimkus Consulting Group, Inc.Frank Culberson, President and CEOPatrick Worsham, Marketing Manager

Eight Greenway Plazasuite 500

Houston, tX 77046(713) 621-3550

[email protected] www.rimkus.com

Saturday Breakfast Roundtables and Sponsor Forum

SILVERU.S. Legal Support, Inc.

Lee Ann Watson, Division PresidentHeather Cunningham, HIPAA Privacy Officer

363 North sam Houston Parkway, suite 900

Houston, tX 77060(713) 653-7100

[email protected]@uslegalsupport.com

www.uslegalsupport.com

MBC appreciates the support of the following sponsors:

Bingham McHale LLP2700 Market tower

10 West Market street, suite 2700indianapolis, iN 46204

(317) 635-8900www.binghammchale.comMBC Welcome Reception

Stetson University College of LawDarby Dickerson, Vice President and Dean

1401 61st street south Gulfport, FL 33707

(727) 562-7809 [email protected]

MBC Welcome Reception

USI Affinity Arnol Kaplan, President/COO

Professional Insurance Solutions100 Broadway, 4th Floor

New York, NY 10005(610) 833-1800

[email protected]

MBC Executive Committee Dinner

ncbP PrOGrAM sCHEdULE tHursDaY, februarY 4, 2010




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7:00 a.m. – 5:30 p.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level(Registration will be closed from 12:30 p.m. to 1:30 p.m.)

7:00 a.m. – 8:00 a.m.NCBP Finance Committee MeetingEurope 8, Lobby/3rd Level

8:00 a.m. – 9:00 a.m.NCBP Diversity Committee MeetingEurope 7, Lobby/3rd Level

8:00 a.m. – 9:00 a.m.NCBP Finance & Investment Committees MeetingEurope 8, Lobby/3rd Level

9:00 a.m. – 10:00 a.m.NCBP Sponsorship Committee MeetingEurope 7, Lobby/3rd Level

9:00 a.m. – 10:00 a.m.NCBP Membership Committee MeetingEurope 8, Lobby/3rd Level

10:00 a.m. – 11:30 a.m.NCBP Communications Committee MeetingEurope 7, Lobby/3rd Level

10:00 a.m. – 12:00 p.m.NCBP Program Committee MeetingEurope 8, Lobby/3rd Level

12:00 p.m. – 5:00 p.m.NCBP Executive Council MeetingAustralia 2, Lobby/3rd Level

3:00 p.m. – 5:00 p.m.Metropolitan Bar Caucus Executive Committee MeetingEurope 8, Lobby/3rd Level

4:00 p.m. – 5:30 p.m.ABA Legislative and Governmental Advocacy Update – Program and ReceptionNorthern Hemisphere A3, 5th LevelThe 111th Congress is debating many issues of vital concern to the legal profession and the justice system. The program will begin with ABA President Carolyn Lamm’s update on several hot-topic issues, including Legal Ser-

vices Corporation reauthorization and funding, and ABA efforts to address the impact of the economic crisis on the legal profession, including student loan relief. Following the update, a panel of experts will discuss significant ways Congress and Federal agencies are attempting to regulate lawyers. The presentation, “Preventing Federal Intrusion into State Supreme Court Regulation of Lawyers,” focuses on pending federal legislation and what the ABA is doing to support maintaining the historic jurisdiction of the respective state supreme courts. Learn about these issues and what you, your bar association or your ABA entity can do to get involved.Produced by the ABA Office of Governmental Affairs and Cosponsored by the National Conference of Bar Presidents, National Association of Bar Executives, ABA Section Officers Conference, ABA Young Lawyers Division and the ABA Standing Committee on Legal Aid and Indigent Defendants MODERATOR


Carolyn B. Lamm, Washington, DC, President, American Bar Association (invited)Other panelists to be confirmed.

5:00 p.m. – 6:30 p.m.Metropolitan Bar Caucus Welcome ReceptionSwan Terrace, Swan HotelJoin MBC members for a festive evening on the terrace. Meet and greet NABE, NCBP and NCBF registrants as you enjoy lively conversation, plus appetizers and bever-ages. Admission is $45 at the door or $35 by pre-regis-tration. Bring extra business cards for networking and to enter a raffle for some great prizes. Sponsored by Bingham McHale LLP and Stetson University College of Law

7:00 p.m. – 10:00 p.m.NCBP Executive Council, Council Alumni and NCBP Past Presidents DinnerWolfgang Puck Grand Café, Downtown Disney,1482 East Buena Vista Drive, (407)938-9559Sponsored by LexisNexis/Martindale-Hubbell

7:30 p.m. – 10:00 p.m.Metropolitan Bar Caucus Executive Committee DinnerWolfgang Puck Grand Café, Downtown Disney, 1482 East Buena Vista Drive, (407) 938-9559Sponsored by USI Affinity





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6:45 a.m. – 5:00 p.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level (Registration will be closed for lunch from 12:25 p.m. – 1:25 p.m.)

7:00 a.m. – 8:00 a.m.NCBP First-time Attendee BreakfastNorthern Hemisphere B/C/D, 5th LevelSponsored by ABA Retirement Funds/INGALL OTHERS: Breakfast on Your Own

8:10 a.m. – 9:30 a.m.Joint Meeting of the National Conference of Bar Presidents, the National Association of Bar Executives and the National Conference of Bar Foundations – Plenary SessionSouthern Hemisphere I/II, 5th Level

8:10 a.m. – 8:30 a.m.WelcomeMary T. Torres, Albuquerque, NM, President, National Conference of Bar PresidentsJack Lockridge, Arlington, VA, President, National Association of Bar ExecutivesChristine Hickey, Indianapolis, IN, President, National Conference of Bar FoundationsJesse H. Diner, Fort Lauderdale, FL, President, The Florida Bar Diego “Woody” Rodriguez, Orlando, FL, President, Orange County Bar Association

8:30 a.m. – 9:30 a.m.State Budgets, Court Funding and Access to Justice: Sobering Facts and Tentative SolutionsState court funding has been dramatically impacted by the economic downturn. A New York Times editorial last November cited examples across the country of diminishing services, “a tangible narrowing of access to justice.” Massachusetts Supreme Judicial Court Chief Justice Margaret Marshall, in a speech to the New York City Bar Association, stated that state courts are “at the tipping point of dysfunction.” A panel of national experts and state and local bar leaders will discuss the impact of the crisis and share measures being taken to affirmatively address problems. A subsequent workshop session will feature additional approaches by other bar associations.

MODERATOR William Weisenberg, Columbus, OH, Chair, ABA Standing Committee on Judicial Independence, and Assistant Executive Director, Public Affairs & Government Relations, Ohio State Bar AssociationPANELISTS

Leo I. Brisbois, Minneapolis, MN, President, Minnesota State Bar AssociationJesse H. Diner, Fort Lauderdale, FL, President, The Florida BarMary McQueen, Williamsburg, VA, President, National Center for State CourtsJohn J. Regan, Boston, MA, President, Boston Bar AssociationProduced in collaboration with the ABA Standing Com-mittee on Judicial Independence


9:40 a.m. – 10:40 a.m.First Session of Joint Concurrent Workshops

Joint Workshop 1A – More Responses to Court Funding Budget Cuts Northern Hemisphere E4, 5th LevelThe dialogue on strategies to fund the courts continues with additional presenters discussing how their bars col-laborated with the court, the legislature and other agencies to maintain access to the courts. Panelists from the earlier plenary will also join them for a roundtable discussion.MODERATOR

William Weisenberg, Columbus, OH, Chair, ABA Standing Committee on Judicial Independence and Assistant Executive Director, Public Affairs & Govern-ment Relations, Ohio State Bar AssociationPANELISTS

Jane V. Lorentzen, Des Moines, IA, President, Iowa State Bar AssociationSalvador A. Mungia, Tacoma, WA, President, Washington State Bar AssociationRESOURCE PANELISTS

Leo I. Brisbois, Minneapolis, MN, President, Min-nesota State Bar AssociationJesse H. Diner, Fort Lauderdale, FL, President, The Florida BarMary McQueen, Williamsburg, VA, President, National Center for State CourtsJohn J. Regan, Boston, MA, President, Boston Bar AssociationProduced in collaboration with the ABA Standing Com-mittee on Judicial Independence

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Joint Workshop 2A – How Bar Associations Can Use Technology to Help Small Firms and SolosNorthern Hemisphere E3, 5th LevelHelp your members level the playing field and provide them with the technology tools to do just that. A panel of expert practice managers will discuss how their bar associa-tions have set up HotDocs -type databases, listserves, blogs and other technology specifically targeting small firms and solo practitioners. MODERATOR

Thomas Lyons, Providence, RI, Member, NCBP Executive Council, and Past President, Rhode Island Bar AssociationPANELISTS

Judith D. Equels, Tallahassee, FL, Director, Law Office Management Assistance Service (LOMAS), The Florida BarPamela McDevitt, Albany, NY, Director, Law Practice Management, New York State Bar AssociationHarry Shipley, Des Moines, IA, Assistant Executive Director, Iowa State Bar Association

Joint Workshop 3A – Ethics 20/20: The Future is HereNorthern Hemisphere E2, 5th Level For U.S. lawyers and law firms from any demographic, technology and globalization are and will continue to be transformative. The profession must not just keep pace; it must look forward and think creatively to ensure contin-ued effective and ethical representation of 21st Century clients. ABA President Carolyn B. Lamm created the Commission on Ethics 20/20 to identify and propose, where necessary, solutions to the ethical and regulatory challenges that technology and globalization pose. Dur-ing this session members of the Commission will discuss with you the issues before it, and how you, as leaders of the organized bar, can help the Commission successfully complete its mission. MODERATOR

Frederic S. Ury, Fairfield, CT, Secretary, NCBP, and Past President, Connecticut Bar AssociationPANELISTS

Honorable Elizabeth B. Lacy, Richmond, VA, Senior Justice, Supreme Court of Virginia Judith A. Miller, San Francisco, CA, Senior Vice President and General Counsel, Bechtel GroupHerman Joseph Russomanno, Miami, FL, Past President, The Florida Bar

Joint Workshop 4A – Memo to Incoming President – Balance, Balance, BalanceNorthern Hemisphere E1, 5th LevelWhether you have just been sworn in as a bar presi-dent or are still president-elect, attend this lively discussion about the life issues--emotional, psycho-logical and personal--of preparing to be president, being president, the twilight of the presidency, then no longer being president. Gain valuable insights from leaders of metropolitan bars as well as an industrial/organizational psychologist with over 30 years of ex-perience in assessment, career development and team building.MODERATOR


Marlene Garvis, Lake Elmo, MN, Past President, Hennepin County Bar Association, and Member, Executive Committee, Metropolitan Bar CaucusKim M. Keenan, Washington, DC, President, The District of Columbia Bar, and Member, Executive Committee, Metropolitan Bar CaucusDr. Leslie H. Krieger, Jacksonville, FL, Vice President and Consulting Psychologist, Assessment Technologies Group Produced by the Metropolitan Bar Caucus

Joint Workshop 5A – Setting Grant Priorities and Managing Community RelationshipsNorthern Hemisphere A4, 5th LevelWell-articulated criteria and a grant priority statement are central to the selection of charitable activities that match the bar foundation’s mission. Grant guidelines that specify clearly what a foundation can and cannot fund provide critical assistance to grant seekers and thus play a valuable role in managing community expectations. In addition to receiving more targeted requests, such information can also help decrease the number of proposals for programs that are not a good fit with your objectives. Join us for this discussion on developing a transparent grant-making process.PRESENTER

Jane Curran, Orlando, FL, Executive Director, The Florida Bar FoundationProduced by the National Conference of Bar Foundations





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10:40 a.m. – 11:10 a.m.NCBP Sponsor Appreciation and Networking BreakSouthern Hemisphere Foyer (I), 5th LevelTake a few moments to chat with our generous spon-sors to see what they have to offer your organization and your law practice. And replenish your energy with beverages and a mid-morning snack before heading back to the second tier of workshops. All NCBP/NABE/NCBF Joint Program participants are invited to participate.

11:15 a.m. – 12:15 p.m.Second Session of Joint Concurrent Workshops

Joint Workshop 1B – Diversity in a Post-Obama Era: Is Our Job Done?Northern Hemisphere E4, 5th LevelState and local bars throughout the country sponsor efforts and initiatives to ensure a racially and ethni-cally diverse legal profession. However, the election of this nation’s first African-American President has raised the question of whether diversity initiatives are still necessary. Participate in a provocative and informative discussion of what bar leaders should do to further and promote diversity. MODERATOR

Vanita Banks, Northbrook, IL, Chair, NCBP Diversity Committee, and Past President, National Bar AssociationPANELISTS

Francisco R . (Frank) Angones, Miami, FL, Past President, The Florida Bar Kim M. Boyle, New Orleans, LA, President, Louisiana State Bar AssociationRobert A. Clifford, Chicago, IL, Partner, Clifford Law OfficesHonorable Peggy A. Quince, Tallahassee, FL, Chief Justice, Florida Supreme Court

Joint Workshop 2B – Surfing the Membership Wave: Strategies and Survival Tips for Bar Leaders During Turbulent TimesNorthern Hemisphere E3, 5th LevelChallenging economic times provide new opportuni-ties to enhance value and relevance for your current and prospective members. Join us for an engaging look at how superior member service and multi-faceted approaches to increasing member engagement, recruitment and retention can keep your association on top of the wave even in a tough economy. Drawing

on the experiences of bar leaders from both voluntary and mandatory bars, we will help you “hang ten” with winning strategies and innovative programs that will enable you to make the case for why your members need your association now more than ever. MODERATOR

Kathryn Grant Madigan, Binghamton, NY, Member, NCBP Executive Council, and Past President, New York State Bar AssociationPANELISTS

George C. Brown, Madison, WI, Executive Director, State Bar of WisconsinJill Snitcher McQuain, Columbus, OH, Assistant Executive Director, Columbus Bar AssociationStephen P. Younger, New York, NY, President, New York State Bar Association

Joint Workshop 3B – Honing Your Public Speaking Skills – Effective Message DeliveryNorthern Hemisphere E2, 5th LevelWhether it’s for an audience of two or two thousand, live or recorded, your addresses to your bar’s vari-ous publics are opportunities that you won’t want to squander by being nervous or unprepared. Attend this refresher course that will help you set the stage for your own successful speeches and presentations. “Taking stage,” using sound technology, and using powerpoint effectively will also be addressed.PRESENTER

Susan S. Demers, Clearwater, FL, Dean of Paralegal Studies, St. Petersburg College, and Past President, Clearwater Bar AssociationProduced in collaboration with the ABA Standing Com-mittee on Bar Activities and Services and the ABA Divi-sion for Bar Services

Joint Workshop 4B – Metro Bars and Large Law Firms: Relationships, Relevance and RetentionNorthern Hemisphere E1, 5th LevelLearn how metropolitan bars can attract and retain lawyers from large law firms as members by encour-aging attorneys to serve the profession beyond their practice areas, offering leadership and governance opportunities, providing creative educational and networking events, and forging successful partnerships within the local legal community. MODERATOR

Allen W. Kimbrough, Phoenix, AZ, Executive Director, Maricopa County Bar Association, and Member, Executive Committee, Metropolitan Bar Caucus





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PANELISTS Jane Leslie Dalton, Philadelphia, PA, Past President, Philadelphia Bar Association, and Member, Executive Committee, Metropolitan Bar CaucusJennifer E. Green, Phoenix, AZ, President, Maricopa County Bar Association Thomas G. Smith, Rochester, NY, Past President, Monroe County Bar Association and Member, Executive Committee, Metropolitan Bar CaucusProduced by the Metropolitan Bar Caucus

Joint Workshop 5B – Making a Case for Support in the Digital AgeNorthern Hemisphere A4, 5th LevelThere are a multitude of ways to reach an ever-grow-ing, diverse audience that spans generations and com-munication styles and media. You need to consider all the possibilities and how best to apply them. Hear how a chapter of a national philanthropic society uses technology to get out the message, connect with potential donors, and create a community of engaged volunteers. Learn from their experience and give it a try back home!PRESENTERS

Stephanie Blanchard, Maitland, FL, Customer Service/IT Specialist, National Multiple Sclerosis Society, Mid Florida ChapterCody Yerian, Development Coordinator, Tampa, FL, National Multiple Sclerosis Society, Mid Florida Chapter Produced by the National Conference of Bar Foundations

12:15 p.m. – 1:25 p.m.NCBP/NABE/NCBF Joint Awards LuncheonNorthern Hemisphere B/C/D, 5th LevelThe Joint Awards Luncheon features presentations of well-deserved awards to individuals, bar associations and other law-related entities for their contributions to the public and to the profession. Among the awards to be presented will be the fifth NCBP Fellows Award, given to a bar association past president whose work on behalf of the bar and the legal profession continues well beyond the individual’s presidential year. AWARD PRESENTATIONS:

Outstanding Law Day AwardsJudge Edward R. Finch Law Day Speech AwardLouis M. Brown AwardsNCBF/ALPS Foundation Services Innovations in Fundraising AwardNCBP Fellows Award

1:25 p.m. – 1:50 p.m.NCBP Sponsor Appreciation and Networking BreakSouthern Hemisphere Foyer (I), 5th LevelContinue conversations with our sponsors while you have your just desserts. All Joint Awards Luncheon participants are invited to attend.

2:00 p.m. – 3:30 p.m.Bar Leaders and Young Lawyers: Partnering Together to Shape the Future of the ProfessionSouthern Hemisphere I/II, 5th LevelJoin us in this first-ever national conversation among state and local bar association leaders and Young Lawyer leaders devoted to issues of common concern. Brief remarks by the sponsoring organizations’ rep-resentatives will kick off roundtable discussions that will focus on how to engage Young Lawyers in the bar, how to communicate effectively, and what makes the bar relevant to future generations of lawyers. We expect a lively and candid discussion, thoughtful listening, and a shared commitment to build a better profession. PRESENTERS:

Keathan Frink, Fort Lauderdale, FL, Public Service Co-Coordinator, Young Lawyers Division, and YLD Liaison to the Section of Litigation American Bar Association James P. Nolan, Annapolis, MD, Past President, Maryland State Bar Association, and President-elect, NCBP Cosponsored with the Metropolitan Bar Caucus and the ABA Young Lawyers Division

3:30 p.m. – 4:30 p.m.NCBP Forum on Ethnic and Racial DiversityNorthern Hemisphere E1, 5th LevelThis session offers bar leaders interested in issues related to racial and ethnic diversity an opportunity to network and discuss matters of common concern. Francisco R. (Frank) Angones, founding partner in the Miami law firm of Angones, McClure and Garcia, will address the forum. Angones, the first Cuban-born president of The Florida Bar, has worked actively with the Florida Association for Women Lawyers, Facts About Cuban Exiles and the Asian Pacific American Bar Association of South Florida. He is a recipient of the 2010 ABA Spirit of Excellence Award.





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5:30 p.m. – 7:30 p.m.NCBP/NABE/NCBF Joint ReceptionCabana Deck, Dolphin HotelIn response to evaluations of prior meetings, this early evening reception is scheduled to allow registrants to stop in after programming for an hour or two of casual conversation before heading off to dinner reserva-tions or other evening plans. Libations and light hors d’oeuvres will be served and background music will be at a level to allow for mixing and mingling. Dress is “come as you are” (within reason!) or in line with your post-reception plans. Sponsored by LexisNexis/Martindale-Hubbell

saturDaY, februarY 6, 2010

7:00 a.m. – 11:30 a.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level

7:45 a.m. – 9:20 a.m. NCBP Breakfast Roundtables and Sponsor ForumSouthern Hemisphere III, 5th FloorPlease join us promptly at 8:00 a.m. so you and your colleagues from similar size bar associations can dis-cuss common issues of interest. Following the discus-sions, we’ll have an opportunity to show our sponsors our gratitude for their support of NCBP programming during sponsor introductions. Sponsored by Rimkus Consulting Group, Inc.

8:00 a.m. – 9:00 a.m.Metropolitan Bar Caucus Executive Committee MeetingSuite 7111, 7th Floor, West Wing

9:30 a.m. – 11:15 a.m.NCBP Plenary Session Southern Hemisphere I/II, 5th Level

9:30 a.m. – 9:50 a.m.ABA President Addresses the NCBPJoin us for an update and conversation with the presi-dent of the American Bar Association. MODERATOR

Mary T. Torres, Albuquerque, NM, President, NCBP, and Past President, State Bar of New MexicoSPEAKER

Carolyn B. Lamm, Washington, DC, President, American Bar Association

9:50 a.m. – 10:10 a.m.More Hot Tips On Hot Topics On Saturday morning, before you head out to EP-COT or the Magic Kingdom, get your blood pumping and your adrenalin racing by coming to Mike Rubin’s “back by popular demand” presentation. He’ll be taking you on a 20-minute fast-paced romp, providing you with lots of practical information you can put to immediate use for your bar. This session is guaran-teed to have useful ideas, lots of humor, and the best PowerPoint presentation you’ve ever seen.SPEAKER

Michael Rubin, Baton Rouge, LA, Past President, Louisiana State Bar Association, and Past Member, NCBP Executive Council

10:10 a.m. – 11:10 a.m.Legal Plagiarism: Great Ideas You’re Invited to Steal How many times have you been told, “Don’t reinvent the wheel?” Join us for a fun Saturday morning “show and tell” featuring selected bar association programs, and learn how you can replicate these efforts to reap the benefits of already tested media uses. See how other bar associations are creatively using video, YouTube and their web sites to share their stories and deliver powerful messages about lawyers.MODERATOR

Marcy Eason, Chattanooga, TN, Past President, Ten-nessee Bar Association, and Member, NCBP Executive CouncilPANELISTS

Bryan M. Cavan, Atlanta, GA, President, State Bar of GeorgiaJon Huddleston, Leesburg, VA, President, Virginia State BarJeffrey C. Neu, Red Bank, NJ, Member, Executive Committee,Young Lawyers Division, New Jersey State Bar AssociationElizabeth Watters, Columbus, OH, President, Co-lumbus Bar Association

11:10 a.m. – 11:15 a.m.Final Remarks and AdjournMary T. Torres, Albuquerque, NM, President, NCBP, and Past President, State Bar of New Mexico

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officers

President Mary T. Torres, Albuquerque, NM

President-electJames P. Nolan, Annapolis, Md

TreasurerFrederic S. Ury, Fairfield, Ct

SecretaryKarol Corbin Walker, Newark, NJ

Immediate Past President M. Joe Crosthwait Jr., Midwest City, OK

council MeMbers at-large

Terms Expiring 2010J. Michael Conroy, rockville, MdEleanor Wm. Dahar, Manchester, NHRew R. Goodenow, reno, NVThomas Lyons, Providence, riAndrew F. Susko, Philadelphia, PA

Terms Expiring 2011Vanita M. Banks, Northbrook, iLStuart F. Cubbon, toledo, OHMarcia Eason, Chattanooga, tNLanneau Wm. Lambert Jr., Columbia, sCKathryn Grant Madigan, Binghamton, NY

Terms Expiring 2012David E. Crawford Jr., st. Louis, MORobert C. Ewald, Louisville, KYC. Dale McClain, Worcester, PAFrank X. Neuner, Lafayette, LALynn Fontaine Newsome, Morristown, NJ

Ex OfficioCarolyn B. Lamm, Washington, dCRae Jean McCall, Kansas City, MO

NCBP LiaisonPamela E. Robinson, Chicago, iL Associate director, ABA division for Bar services

ncbP 2009–2010 EXECUtiVE COUNCiL ANd COMMittEEs

NCBP Committee LiaisonKimberly Vann, Chicago, iL Communications Coordinator, ABA division for Bar services

NCBP Member Services CoordinatorChrishelle M. Thomas, Chicago, iLMember services Coordinator, ABA division for Bar services

ncbP coMMittees

COMMUNICATIONS COMMITTEEStuart F. Cubbon, toledo, OH, ChairJ. Michael Conroy, rockville, MdJ. (Jay) Vincent Cook, Athens, GAM. Joe Crosthwait Jr., Midwest City, OKRaymond T. “Tom” Elligett Jr., tampa, FLRobert C. Ewald, Louisville, KYMarlene S. Garvis, Lake Elmo, MNMichael W. McKay, Baton rouge, LAJane I. Milas, New Haven, CtLynn Fontaine Newsome, Morristown, NJ

DIVERSITY COMMITTEEVanita M. Banks, Northbrook, iL, Chair David E. Crawford Jr., st. Louis, MOStuart F. Cubbon, toledo, OHMarlene S. Garvis, Lake Elmo, MNKatherine Kelly Howard, Baltimore, MdLinda A. Klein, Atlanta, GALanneau Wm. Lambert Jr., Columbia, sCJerrilyn Malana, san diego, CALynn Fontaine Newsome, Morristown, NJCynthia K. Smith, Missoula, MtKarol Corbin Walker, Newark, NJ

FINANCE COMMITTEEFrederic S. Ury, Fairfield, Ct, ChairJames R. Antoniono, Greensburg, PAEleanor Wm. Dahar, Manchester, NHRew R. Goodenow, reno, NVC. Dale McClain, Worcester, PACarl D. Smallwood, Columbus, OHKarol Corbin Walker, Newark, NJ

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INVESTMENT COMMITTEERew R. Goodenow, reno, NV, ChairM. Joe Crosthwait Jr., Midwest City, OK Eleanor Wm. Dahar, Manchester, NHJames P. Nolan, Annapolis, MdCarl D. Smallwood, Columbus, OHMary T. Torres, Albuquerque, NMFrederic S. Ury, Fairfield, Ct,

MEMBERSHIP COMMITTEEJ. Michael Conroy, rockville, Md, ChairVanita M. Banks, Northbrook,iLRobert J. Bonsignore, Medford, MAAlice A. Bruno, New Haven, CtRobert C. Ewald, Louisville, KYKatherine Kelly Howard, Baltimore, MdScott C. LaBarre, denver, COLanneau Wm. Lambert Jr., Columbia, sCKathryn Grant Madigan, Binghamton, NYLaura J. Maechtlen, san Francisco, CAJames P. Nolan, Annapolis, MdJennifer L. Parent, Manchester, NHCarl D. Smallwood, Columbus, OHCynthia K. Smith, Missoula, MtAndrew F. Susko, Philadelphia, PAMelvin White, Washington, dCRandi B. Whitehead, sarasota, FL

ncbP 2009–2010 EXECUtiVE COUNCiL ANd COMMittEEs

PROGRAM COMMITTEEJames P. Nolan, Annapolis, Md, ChairVirginia E. Davis, Augusta, MEMarcia Eason, Chattanooga, tNLinda A. Klein, Atlanta, GALanneau Wm. Lambert Jr., Columbia, sCThomas Lyons, Providence, riKathryn Grant Madigan, Binghamton, NYFrank X. Neuner Jr., Lafayette, LADenise Squillante, Fall river, MAAndrew F. Susko, Philadelphia, PAFrederic S. Ury, Fairfield, CtKarol Corbin Walker, Newark, NJRoseanne Lucianek, Chicago, iL, Ex Officio

SPONSORSHIP COMMITTEEEleanor Wm. Dahar, Manchester, NH, ChairDavid E. Crawford Jr., st. Louis, MOMarcia Eason, Chattanooga, tNThomas Lyons, Providence, riC. Dale McClain, Worcester, PAFrank X. Neuner Jr., Lafayette, LAEduardo R. Rodriguez, Brownsvillle, tXFrederic S. Ury, Fairfield, CtDaniel B. White, Greenville, sC



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ncbP OrGANiZAtiONAL MEMBErs(as of January 15, 2010; *indicates Membership in Metropolitan Bar Caucus)

alabaMaAlabama state BarBirmingham Bar AssociationMobile Bar Association

alasKaAlaska Bar Association

ariZonastate Bar of ArizonaMaricopa County Bar Association*Pima County Bar Association

arKansasArkansas Bar Association

californiastate Bar of CaliforniaBeverly Hills Bar Association*Contra Costa County Bar AssociationLos Angeles County Bar Association*North County Bar Associationsan diego County Bar Association*

coloraDoBoulder County Bar Associationdenver Bar Association*

connecticutConnecticut Bar AssociationGreater Bridgeport Bar Association, inc.New Haven County Bar Association*

DelaWaredelaware state Bar Association

District of coluMbiathe district of Columbia Bar*

floriDathe Florida BarBroward County Bar Association Jacksonville Bar Association*Orange County Bar Association

georgiastate Bar of GeorgiaAtlanta Bar Association*

HaWaiiHawaii state Bar Association

iDaHoidaho state Bar

illinoisillinois state Bar Associationthe Chicago Bar Association*duPage County Bar AssociationNorthwest suburban Bar Association

inDianaindiana state Bar AssociationEvansville Bar Associationindianapolis Bar Association*

ioWathe iowa state Bar AssociationPolk County Bar Association

KansasKansas Bar AssociationWichita Bar Association

KentucKYKentucky Bar AssociationLouisville Bar Association*

louisianaLouisiana state Bar AssociationBaton rouge Bar Association

MaineMaine state Bar Association

MarYlanDMaryland state Bar AssociationBar Association of Montgomery County*Prince George’s County Bar Association

MassacHusettsWorcester County Bar AssociationBoston Bar Association*

MicHiganOakland County Bar Association

MinnesotaMinnesota state Bar AssociationHennepin County Bar Association*

MississiPPithe Mississippi BarHinds County Bar Association

Missourithe Missouri BarKansas City Metropolitan Bar Association*the Bar Association of Metropolitan st. Louis*springfield Metropolitan Bar Association



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Montanastate Bar of Montana

nebrasKaNebraska state Bar AssociationOmaha Bar Association

nevaDastate Bar of NevadaWashoe County Bar Association*

neW HaMPsHireNew Hampshire Bar Association

neW MeXicostate Bar of New Mexico

neW YorKNew York state Bar AssociationBar Association of Erie County*Monroe County Bar Association*Nassau County Bar AssociationWestchester County Bar Association

nortH carolinaNorth Carolina Bar AssociationNorth Carolina state BarGreensboro Bar AssociationMecklenburg County Bar*Wake County Bar Association/tenth Judicial district Bar

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 Associationtoledo Bar Association

oKlaHoMaOklahoma Bar Associationtulsa County Bar Association*

oregonOregon state Bar

PennsYlvaniaPennsylvania Bar AssociationAllegheny County Bar Association*

Berks County Bar Associationdauphin County Bar AssociationMontgomery Bar Association*Northampton County Bar AssociationPhiladelphia Bar Association*

rHoDe islanDrhode island Bar Association

soutH carolinasouth Carolina Bar Greenville County Bar Associationrichland County Bar Association

soutH DaKotastate Bar of south dakota

tennesseetennessee Bar AssociationKnoxville Bar Association

teXasstate Bar of texasAustin Bar Association*dallas Bar Association*El Paso Bar AssociationHouston Bar Association*san Antonio Bar Associationtarrant County Bar Association*

verMontVermont Bar Association

virginiaVirginia Bar AssociatioonVirginia state Bar richmond Bar Associationroanoke Bar Association

virgin islanDsVirgin islands Bar Association

WasHingtonWashington state Bar Association

West virginiathe West Virginia state Bar

Wisconsinstate Bar of Wisconsin

national organiZationsNational Bar Association

ncbP OrGANiZAtiONAL MEMBErs(as of January 15, 2010; *indicates Membership in Metropolitan Bar Caucus)



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ncbP sPECiAL MEMBErsHiP CAtEGOriEs (as of January 5, 2010)

ncbP sustaining life felloWs

Laurel G. Bellows, Chicago, iLTom Bolt, st. thomas, ViRobert M. Carlson, Butte, MtRaymond N. Stella Erlach, san Francisco, CAJohn A. Gaberino Jr., tulsa, OKEdwin A. Harnden, Portland, OrLinda A. Klein, Atlanta, GALanneau Wm. Lambert Jr., Columbia, sCFrank Neuner Jr. , Lafayette, LAJames P. Nolan, Annapolis, MdSteven R. Sorenson, ripon, WiJoseph L. Stone, Chicago, iLJohn A. Tarantino, Providence, riDonna C. Willard-Jones, Anchorage, AKStephen N. Zack, Miami, FL

ncbP life felloWs

Howard C. Coker, Jacksonville, FLThomas R. Curtin, Morristown, NJJames W. Durham, Media, PAJohn W. Frost II, Bartow, FLHerbert S. Garten, Baltimore, MdKay H. Hodge, Boston, MADavid S. Houghton, Omaha, NEW. Stell Huie, Highlands, NCW. Seaborn Jones, Atlanta, GAWilliam Looney Jr., Boston, MAThomas Lyons, Providence, riMichael W. McKay, Baton rouge, LAScott R. McMillen, Orlando, FLPaul T. Moxley, salt Lake City, UtPaul C. Ney Jr., Nashville, tNWm. T. Robinson, III, Florence, KYCooper C. Thurber, Mobile, ALMary T. Torres, Albuquerque, NMJ. Anthony Vittal, Los Angeles, CANicholas J. Wallwork, Phoenix, AZLonnie J. Williams Jr., Phoenix, AZDaniel E. Winfree, Fairbanks, AKCarole Lynch Worthington, Knoxville, tN

ncbP sustaining felloWs

Mark Alcott, New York, NYC. Ronald Baird, springfield, MOVanita Banks, Northbrook, iLMarion L. Bealty, decorah, iAJay A. Blechman, Pittsburgh, PAJeffrey O. Bramlett, Atlanta, GAJack Carey, Belleville, iLJ. Vincent Cook, Athens, GADavid E. Crawford Jr., st. Louis, MOM. Joe Crosthwait Jr., Midwest City, OKStuart F. Cubbon, toledo, OHMichael K. Demetrio, Chicago, iLBernard J. DiMuro, Alexandria, VAMarcia Eason, Chattanooga, tNGerald M. Edenfield, statesboro, GAE. Tazewell Ellett, Washington, dCHarper Estes, Midland, tXRobert Ewald, Louisville, KYRichard S. Eynon, Columbus, iNLarry Feldman Jr., New Orleans, LAPatrick F. Fischer, Cincinnati, OHRew R. Goodenow, reno, NVJoe Holland, iowa City, iAKatherine Kelly Howard, Baltimore, MdCharles J.X. Kahwaty, ridgewood, NJGary L. Klotz, indianapolis, iNKathryn Grant Madigan, Binghamton, NYC. Dale McClain, Worcester, PAJ. Douglas McElvy, Montgomery, ALMartin E. Mohler, toledo, OHGeorge R. Reinhardt Jr., tifton, GADee-Dee Samet, tucson, AZTeresa Nicole Saunders-Meske, Harpers Ferry, VAMichael Scafiddi, san Bernardino, CARobert D. Segall, Montgomery, ALCarl D. Smallwood, Columbus, OHEdwin H. Staples II, Annapolis, MdAmy Dunn Taylor, Houston, tXDavid A. Torres, Bakersfield, CAMarna Tucker, Washington dCKarol Corbin Walker, Newark, NJDaniel B. White, Greenville, sCJ. Mark White, Birmingham, ALLarry D. Wilks, springfield, tN



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ncbP PAst PrEsidENts ANd FELLOWs AWArd rECiPiENts

1950-1951 *Charles W. Pettingill, Greenwich, Ct1951-1952 *Richard P. Tinkham, Hammond, iN 1952-1953 *Albert E. Jenner Jr., Chicago, iL 1953-1954 *Arthur V. D. Chamberlain, rochester, NY 1954-1955 *Archibald M. Mull Jr., sacramento, 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, Philadelphia, PA1963-1964 *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, Philadelphia, 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 S. Shepherd Tate, Memphis, tN1973-1974 F. Wm. McCalpin, st. Louis, MO 1974-1975 *Leonard S. Janofsky, Los Angeles, CA 1975-1976 *Robert M. Landis, Philadelphia, PA 1976-1977 *Morris Harrell, dallas, tX 1977-1978 Mark I. Harrison, Phoenix, AZ1978-1979 Wm. Reece Smith, tampa, FL 1979-1980 *James P. Connelly, Chicago, iL 1980-1981 Roger P. Brosnahan, Minneapolis, 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, Chicago, iL 1989-1990 John J. Bouma, Phoenix, AZ 1990-1991 *Samuel Williams, Los Angeles, CA 1991-1992 Marna S. Tucker, Washington, dC 1992-1993 Charles M. Thompson, Pierre, sd1993-1994 Jack B. Middleton, Manchester, NH1994-1995 Bert Z. Tigerman, Beverly Hills, CA1995-1996 Carole L. Worthington, Knoxville, tN1996-1997 Joseph L. Stone, Chicago, iL1997-1998 Robert C. Heim, Philadelphia, PA1998-1999 Stephen N. Zack, Miami, FL1999-2000 W. Seaborn Jones, Atlanta, GA 2000-2001 Laurel G. Bellows, Chicago, iL2001-2002 Robert T. Gonzales, Baltimore, Md2002-2003 David S. Houghton, Omaha, NE2003-2004 Paul T. Moxley, salt Lake City, Ut2004-2005 Hon. Douglas S. Lang, dallas, tX2005-2006 Lonnie J. Williams Jr., Phoenix, AZ2006-2007 Steven R. Sorenson, ripon, Wi2007-2008 Kay H. Hodge, Boston, MA2008-2009 M. Joe Crosthwait Jr., Midwest City, OK

ncbP felloWs aWarD reciPients

2006 Joseph L. Stone, Chicago, iL2007 James B. Sales, Houston, tX2008 John L. Carey, Vero Beach, FL2009 Roy A. Hammer, Boston, MA2010 Mark I. Harrison, Phoenix, AZ

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officers

PresidentRae Jean McCall, Kansas City, MO

President-electMarc R. Staenberg, Beverly Hills, CA

Secretary/TreasurerJay A. Blechman, Pittsburgh, PA

Immediate Past PresidentGary L. Klotz, indianapolis, iN

MeMbers at-large

Terms Expiring 2010R. Jack Cinquegrana, Boston, MADavid E. Crawford Jr., st. Louis, MOKim M. Keenan, Washington, dCElizabeth A. Price, Atlanta, GAConnie Pruitt, tampa, FLNancy M. Roberson, Charlotte, NC

Terms Expiring 2011Christina Melton Crain, dallas, tXJane L. Dalton, Philadelphia, PAMarlene Garvis, Lake Elmo, MNAllen W. Kimbrough, Phoenix, AZEllen Miller Sharp, san diego, CAThomas G. Smith, rochester, NY

MBC Staff LiaisonKimberly Vann, Chicago, iL

MBC AdministrationChrishelle M. Thomas, Chicago, iL

METROPOLITAN BAR CAUCUSthe 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. Estab-lished 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 including pro bono activities, diversity, membership, financial issues facing met-ropolitan bars, community involvement and recruitment of young lawyers to join and participate in metropolitan bars.

Mbc Past PresiDents

1979-1981 Jerome Bogutz, Philadelphia, PA1981-1982 George M. Burditt, Chicago, iL1982-1983 Richard M. Coleman, Los Angeles, CA1983-1984 John J. Curtin Jr., Boston, MA1984-1985 Herbert J. Belgrad, Baltimore, Md1985-1986 Neal R. Sonnett, Miami, FL1986-1987 Sandra Schermerhorn, Kansas City, MO1987-1988 Thomas Z. Hayward, Chicago, iL1988-1989 Robert H. Rydland, Minneapolis, MN1989-1990 David E. Rideout, Boston, MA1990-1991 Nancy P. Gibbs, seattle, WA1991-1992 W. Seaborn Jones, Atlanta, GA1992-1993 James C. Wirken, Kansas City, MO1993-1994 Laurel G. Bellows, Chicago, iL1994-1995 Hon. Douglas S. Lang, dallas, tX1995-1996 Hon. Rebecca A. Albrecht, Phoenix, AZ1996-1997 *John P. Driscoll Jr., Boston, MA1997-1998 Mark H. Tuohey III, Washington, dC1998-1999 Paul M. Hassett, Buffalo, NY1999-2000 Alison L. Asti, Balitmore, Md2000-2001 Ralph C. “Red Dog” Jones, dallas, tX2001-2002 Stephen E. Chappelear, Columbus, OH2002-2003 David M. Schraver, rochester, NY2003-2004 Seth D. Kirschenbaum, Atlanta, GA2004-2005 Carl D. Smallwood, Columbus, OH2005-2006 Amy Dunn Taylor, Houston, tX2006-2007 Timothy O’Mara, Williamsville, NY2007-2008 David A. Blaner, Pittsburgh, PA2008-2009 Gary L. Klotz, indianapolis, iN

*DECEASED



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7:00 a.m. – 5:30 p.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level (Registration will be closed for lunch from 12:30 p.m. to 1:30 p.m.)

3:00 p.m. – 5:00 p.m.NCBF Board of Trustees MeetingEurope 7, Lobby/3rd Level

4:00 p.m. – 5:30 p.m.ABA Legislative and Governmental Advocacy Update – Program and ReceptionNorthern Hemisphere A3, 5th LevelThe 111th Congress is debating many issues of vital concern to the legal profession and the justice system. The program will begin with ABA President Carolyn Lamm’s update on several hot-topic issues, including Legal Services Corporation reauthorization and funding, and ABA efforts to address the impact of the economic crisis on the legal profession, including student loan relief. Following the update, a panel of experts will discuss significant ways Congress and Federal agencies are attempting to regulate lawyers. The presentation, “Preventing Federal Intrusion into State Supreme Court Regulation of Lawyers,” focuses on pending federal legis-lation and what the ABA is doing to support maintaining the historic jurisdiction of the respective state supreme courts. Learn about these issues and what you, your bar association or your ABA entity can do to get involved.Produced by the ABA Office of Governmental Affairs and Cosponsored by the National Conference of Bar Presidents, National Association of Bar Executives, ABA Section Officers Conference, ABA Young Lawyers Divi-sion and the ABA Standing Committee on Legal Aid and Indigent Defendants MODERATOR


Carolyn B. Lamm, Washington, DC, President, American Bar Association (invited)Other speakers to be confirmed.

ncbf PrOGrAM sCHEdULE tHursDaY, februarY 4, 2010

the contributions of the following corporate sponsor are gratefully acknowledged by the National Conference of Bar Foundations

ALPS Foundation ServicesKim McKelvey, director 111 N. Higgins, suite 200Missoula, Mt 59802(406) [email protected]

7:00 p.m. – 9:00 p.m.NCBF Thursday Night DinnerBlue Zoo Restaurant, Dolphin Hotel, (407) 934-1111Join us at Todd English’s Blue Zoo for fun and great food with your NCBF colleagues. All within walking distance – in the Dolphin Hotel. (ticket required)


6:45 a.m. – 5:00 p.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level (Registration will be closed for lunch from 12:25 p.m. – 1:25 p.m.)

Breakfast on Your Own

8:10 a.m. – 9:30 a.m.Joint Meeting of the National Conference of Bar Presidents, the National Association of Bar Executives and the National Conference of Bar Foundations – Plenary SessionSouthern Hemisphere I/II, 5th Level

8:10 a.m. – 8:30 a.m.WelcomeMary Torres, Albuquerque, NM, President, National Conference of Bar PresidentsJack Lockridge, Arlington, VA, President, National Association of Bar ExecutivesChristine Hickey, Indianapolis, IN, President, Na-tional Conference of Bar FoundationsJesse H. Diner, Fort Lauderdale, FL, President, The Florida Bar Diego “Woody” Rodriguez, Orlando, FL, President, Orange County Bar Association

8:30 a.m. – 9:30 a.m.State Budgets, Court Funding and Access to Justice: Sobering Facts and Tentative SolutionsState court funding has been dramatically impacted by the economic downturn. A New York Times editorial last November cited examples across the country of diminishing services, “a tangible narrowing of access to



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justice.” Massachusetts Supreme Judicial Court Chief Justice Margaret Marshall, in a speech to the New York City Bar Association, stated that state courts are “at the tipping point of dysfunction.” A panel of national experts and state and local bar leaders will discuss the impact of the crisis and share measures being taken to affirmatively address problems. A subsequent workshop session will feature additional approaches by other bar associations.MODERATOR

William Weisenberg, Columbus, OH, Chair, ABA Standing Committee on Judicial Independence and Asst. Executive Director, Public Affairs & Government Relations, Ohio State Bar AssociationPANELISTS

Leo I. Brisbois, Minneapolis, MN, President, Min-nesota State Bar AssociationJesse H. Diner, Fort Lauderdale, FL, President, The Florida BarMary McQueen, Williamsburg, VA, President, Na-tional Center for State CourtsJohn J. Regan, Boston, MA, President, Boston Bar AssociationProduced in collaboration with the ABA Standing Com-mittee on Judicial Independence


9:40 a.m. – 10:40 a.m.First Session of Joint Concurrent Workshops

For workshops 1A - 4A, please see NCBP section of this program booklet.

Joint Workshop 5A – Setting Grant Priorities and Managing Community RelationshipsNorthern Hemisphere A4, 5th LevelWell-articulated criteria and a grant priority statement are central to the selection of charitable activities that match the bar foundation’s mission. Grant guidelines that specify clearly what a foundation can and cannot fund provide criti-cal assistance to grant seekers and thus play a valuable role in managing community expectations. In addition to receiv-ing more targeted requests, such information can also help decrease the number of proposals for programs that are not a good fit with your objectives. Join us for this discussion on developing a transparent grant-making process.PRESENTER

Jane Curran, Orlando, FL, Executive Director, The Florida Bar FoundationProduced by the National Conference of Bar Foundations

10:40 a.m. – 11:10 a.m.NCBP Sponsor Appreciation and Networking BreakSouthern Hemisphere Foyer (I), 5th LevelTake a few moments to chat with our generous spon-sors to see what they have to offer your organization and your law practice. And replenish your energy with bev-erages and a mid-morning snack before heading back to the second tier of workshops. All NCBP/NABE/NCBF Joint Program participants are invited to participate.

11:15 a.m. – 12:15 p.m.Second Session of Joint Concurrent Workshops

For Sessions 1B – 4B, please see NCBP section of this pro-gram booklet.

Joint Workshop 5B – Making a Case for Support in the Digital AgeThere are a multitude of ways to reach an ever-growing, diverse audience that spans generations and communication styles and media. You need to consider all the possibilities and how best to apply them. Hear how a chapter of a national philanthropic society uses technology to get out the message, connect with potential donors, and create a community of engaged volun-teers. Learn from their experience and give it a try back home!PRESENTERS

Stephanie Blanchard, Maitland, FL, Customer Service/IT Specialist, National Multiple Sclerosis Society, Mid Florida ChapterCody Yerian, Development Coordinator, Tampa, FL, National Multiple Sclerosis Society, Mid Florida Chapter Produced by the National Conference of Bar Foundations

12:15 p.m. – 1:25 p.m.NCBP/NABE/NCBF Joint Awards LuncheonNorthern Hemisphere B/C/D, 5th LevelThe Joint Awards Luncheon features presentations of well-deserved awards to individuals, bar associations and other law-related entities for their contributions to the public and to the profession. Among the awards to be presented will be the fifth NCBP Fellows Award, given to a bar association past president whose work on behalf of the bar and the legal profession continues well beyond the individual’s presiden-tial year. AWARD PRESENTATIONS

Outstanding Law Day AwardsJudge Edward R. Finch Law Day Speech AwardLouis M. Brown AwardsNCBF/ALPS Foundation Services Innovations

in Fundraising AwardNCBP Fellows Award



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1:25 p.m. – 1:50 p.m.NCBP Sponsor Appreciation and Networking BreakSouthern Hemisphere Foyer (I), 5th LevelContinue conversations with our sponsors while you have your just desserts. All Joint Awards Luncheon participants are invited to attend.

2:00 p.m. – 3:30 p.m.30 Ideas in 90 Minutes—What YOU Want to KnowNorthern Hemisphere E2, 5th LevelJoin us for a targeted roundtable discussion that will explore three topics: your best lawyer/grantee mission linking events; Facebook and Twitter success stories and cautionary tales; and how to motivate your board to fundraise. Bring any and all collateral to share!CO-PRODUCERS:

Elizabeth Lynch, Boston, MA, Member, NCBF Board of Trustees and Executive Director, Massachusetts Bar FoundationSally Hogsette, Atlanta, GA, Executive Director, Atlanta Bar Foundation

5:30 p.m. – 7:30 p.m.NCBP/NABE/NCBF Joint ReceptionCabana Deck, Dolphin HotelIn response to evaluations of prior meetings, this early evening reception is scheduled to allow registrants to stop in after programming for an hour or two of casual conversation before heading off to dinner reservations or other evening plans. Libations and light hors d’oeuvres will be served and background music will be at a level to allow for mixing and mingling. Dress is “come as you are” (within reason!) or in line with your post-reception plans. A ticket is required to attend this event ($75 at the NABE/NCBP/NCBF registration desk). Sponsored by LexisNexis/Martindale-Hubbell

saturDaY, februarY 6, 2010

7:00 a.m. – 11:30 a.m.NABE/NCBP/NCBF Joint RegistrationConvention Foyer (3), Lobby/3rd Level

All Saturday functions for NCBF will take place in Northern Hemisphere A4, 5th Level

8:00 a.m. – 9:00 a.m.NCBF Breakfast and Membership Meeting

9:00 a.m. – 11:30 a.m.NCBF Plenary Session

9:00 a.m. - 9:20 a.m.NCBF Award PresentationThe Cincinnati Bar Foundation, winner of the 2009 NCBF/ALPS Foundation Services Innovations in Fundraising Award, will present information about its 50/50 Campaign Annual Appeal.

9:20 a.m. – 10:15 a.m. Community Partnerships: Working Together through Pro Bono, Educational and Fundraising Programs to Maximize ImpactThis program will look at a variety of collaborative pro bono, educational and fundraising efforts of bar founda-tions and law firms, corporate legal departments and community organizations which have maximized impact in the community. We will discuss a number of joint pro bono programs, including the Pittsburgh Pro Bono Part-nership, community legal clinics and a program that offers both medical and legal services to the homeless. We will also discuss the Columbus Bar Foundation’s collaborative educational estate planning & charitable giving seminar. Finally, we will discuss the Chicago Bar Foundation Law Firm Leadership Circle Program as a way of maximizing fundraising and pro bono commitments by law firms for the Foundation and community legal organizations. PANELISTS

Lorrie K. Albert, Pittsburgh, PA, Director, Allegheny County Bar Foundation David Gee, Chicago, lL, Director of Development, Chicago Bar Foundation William G. Schneider Jr., Louisville, KY, Executive Director, Louisville Bar Foundation

10:15 a.m. – 11:30 a.m.Measuring and Communicating Impact: Maximizing Grantee MonitoringHow do you know if you are achieving your goals through your grant awards? What information do you need to demonstrate results? What can you “reason-ably” ask your grantees to track? How do you use that information to tell your story and build support? These questions and more will be addressed by experienced bar foundation leaders. The session will include case studies and group discussion, with practical hands-on takeaways.PANELISTS

Elizabeth Lynch, Boston, MA, Executive Director, Massachusetts Bar FoundationAmy Sings in the Timber, Missoula, MT, Exectuive Director, Montana Justice Foundation

11:30 a.m.Adjourn

ncbf PrOGrAM sCHEdULE saturDaY, februarY 6, 2010



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President Christine Hayes Hickey immediate Past President, indianapolis Bar Foundation

President-Elect Thomas R. TinderExecutive director, West Virginia Bar Foundation

Secretary Sandra Cousins Executive director, tulsa County Bar Association and Foundation

Treasurer David Gee director of development, Chicago Bar Foundation Immediate Past PresidentBriana Wagner Executive director, san diego County Bar Foundation

ncbf 2009-2010 BOArd

TrusteesStephen E. ChappelearPresident, Ohio state Bar Foundation

Renee DeMossPresident, Oklahoma Bar Foundation

Bruce Kent Past President, Kansas Bar Foundation

Elizabeth LynchExecutive director, Massachusetts Bar Foundation

William Schneider Executive director, Louisville Bar Foundation

Courtney Ward-Reichardimmediate Past President, Hennepin County Bar Foun-dation

NCBF LiaisonRoseanne Lucianekdirector, ABA division for Bar services

NCBF AdministrationQuander AbercrombieProgram Assistant, ABA division for Bar services



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ncbf PAst PrEsidENts, trUstEEs EMEritUs, ANd AWArd rECiPiENts

ncbf Past PresiDents

1977-1979 *William R. Van Aken, Cleveland, OH1979-1981 Thomas G. Gonser, Chicago, iL1981-1983 Herndon P. Jeffreys Jr., richmond VA1983-1985 *Gordon Sinykin, Madison, Wi1985-1987 Rodney H. Grove, Evansville, iN1987-1988 *C. Harker Rhodes Jr., Chicago, iL1988-1989 Donna C. Willard, Anchorage, AK1989-1990 Jack B. Middleton, Manchester, Vt1990-1991 Merrily Munther, Boise, id1991-1992 Howard Karman, Casa Grande, AZ1992-1993 *Dermot S. McGlinchey, New Orleans, LA1993-1994 Jane E. Curran, Orlando, FL1994-1995 Michael P. Gunn, Ballwin, MO1995-1996 Hon. Robert H. Oliver, Fresno, CA1996-1997 Jerry Lastelick, dallas, tX1997-1998 Marion Smithberger, Columbus, OH1998-1999 *Kathleen Schoene, st. Louis, MO1999-2000 Charles Thone, Lincoln, NE2000-2001 Dorothy M. Tucker, Ph.d., Los Angeles, CA2001-2002 Anne R. Yeakel, Austin, tX2002-2003 Dee Miller Siegel, Encino, CA2003-2004 Linda L. Thompson Kohli, Columbus, OH2004-2005 Jerome J. Shestack, Philadelphia, PA2005-2007 Bob Glaves, Chicago, iL2007-2008 Pauline Gee, sacramento, CA2008-2009 Briana Wagner, san diego, CA

ncbf trustees eMeritus

*Howard Braverman, springfield, iLAlexander D. Forger, New York, NYRodney H. Grove, Evansville, iNHerndon P. Jeffreys Jr., richmond, VAJerry Lastelick, dallas, tXWilliam A. Martin, North Little rock, ArMerrily Munther, Boise, id*Colonel C.E. Ransick, Little rock, ArMaurice Reuler, denver, CO*Gordon Sinykin, Madison, Wi*William R. Van Aken, Cleveland, OH

ncbf aWarD for bar founDation eXcellence reciPients

1999 Kansas City Bar Foundation2000 Arizona Bar Foundation2001 Orange County Bar Foundation2002 New Jersey state Bar Foundation2003 Ohio state Bar Foundation2004 south Carolina Bar Foundation2005 Ohio state Bar Foundation2006 Allegheny County Bar Foundation2007 Cincinnati Bar Foundation2008 south Carolina Bar Foundation2009 North Carolina Bar Association Foundation, inc.

ncbf/alPs founDation services aWarD for innovations in funDraising reciPient

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

*DECEASED



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ABA Division for Bar Services321 N. Clark, ste. 2000Chicago, iL, 60654-7598(312) 988-5343fax: (312) 988-5492http://www.abanet.org/barserv

Roseanne Lucianekdivision director(312) [email protected]

Elizabeth M. DerricoAssociate director(312) [email protected]

Pamela E. RobinsonAssociate director(312) [email protected]

Karyn S. Linnstaff director, Field service Program(312) [email protected]

Molly Kilmer Floodinformation Coordinator(312) [email protected]

Jennifer LewinField service representative(312) [email protected]

aba Division for bar services

Joanne M. O’Reillystaff director,Publications and Marketing(312) [email protected]

Leticia D. SpencerFinance and Meetings Administrator(312) [email protected]

Kimberly VannCommunications Coordinator(312) [email protected]

Michael Wardresearch specialist(312) [email protected]

Tondanisha M. NevelsMember services Coordinator(312) [email protected]

Chrishelle M. ThomasMember services Coordinator(312) [email protected]

Quander AbercrombieProgram Assistant(312) [email protected]



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2010 ANNUAL San Francisco, CA

NABE August 3-5, 2010

NCBPAugust 5-7, 2010

NCBF August 5-7, 2010

2011 MIDYEAR Atlanta, GA

NABE February 8-10, 2011

NCBPFebruary 10-12, 2011

NCBF February 10-12, 2011

2011 ANNUAL Toronto, Ontario, Canada

NABE August 2-4, 2011


NCBF August 4-6, 2011

save tHe Date

2012 MIDYEAR New Orleans, LA

NABEJanuary 31-February 2, 2012


NCBFFebruary 2-4, 2012

2012 ANNUAL Chicago, IL

NABEJuly 31-August 2, 2012


NCBFAugust 2-4, 2012

2013 MIDYEAR Dallas, TX

NABEFebruary 5-7, 2013


NCBFFebruary 7-9, 2013


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