NABE | NCBP | NCBF 2016 Midyear Meeting · 2018. 4. 4. · SAN DIEGO 2016 NABE NCBP NCBF. MIDYEAR...

N A B E | N C B P | N C B F

2016 Midyear Meeting

February 2–6, 2016

San Diego, CA

2016 NABE NCBP NCBF MIDYEAR MEETING 1 SAN DIEGO

Dear Bar and Foundation Leaders,Welcome to San Diego! We know your time here will be well spent, whether you are attend-ing the meeting of the National Association of Bar Executives (NABE), February 2-4, the National Conference of Bar Presidents (NCBP), February 4-6, the National Conference of Bar Foundations (NCBF), February 4-6 — or all three!

While in San Diego, catch the waves of change and chart a course for your bar association, with the help of program experts and colleagues! San Diego is a great place for bar associa-tion and foundation leaders to gather to share ideas, network, and attend the informative program sessions scheduled for this year’s meeting. This booklet is designed to be your guide to the meetings, and includes descriptions of our jointly sponsored programming as well as those organized separately by our respective organizations.

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

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

Nancy M. Roberson Lanneau Wm. Lambert, Jr. Leonard Pataki NABE PRESIDENT NCBP PRESIDENT NCBF PRESIDENT

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2 2016 NABE NCBP NCBF MIDYEAR MEETING SAN DIEGO

TABLE OF CON T EN TSAll events take place at the Marriott Marquis San Diego Marina, 333 West Harbor Drive, San Diego, CA, 92101, (619) 234-1500, unless otherwise noted.

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

NABE . . . . . . . . . . . . . . . . . . . . . . . . . . 6NABE Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . . .6NABE Board of Directors Meeting . . . . . . . . . . .8NABE Communications Sections Executive

Council Meeting . . . . . . . . . . . . . . . . . . . . . . . .8Orientation for NABE First-time Attendees . . .8NABE Welcome Reception . . . . . . . . . . . . . . . . .8NABE First-time Attendees’ Event . . . . . . . . . . .8NABE Welcome Breakfast and First-time

Attendees and Sponsor Introductions . . . . . .8Plenary Session – Ride the Wave Without

Falling in the Trough. . . . . . . . . . . . . . . . . . . . .9Sponsor Networking Refreshment Break. . . . . .9First Session of NABE Concurrent Track

Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9Second Session of NABE Concurrent Track

Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10General Lunch . . . . . . . . . . . . . . . . . . . . . . . . . . .11Lunch and Discussion for Associate, Assistant

and Deputy Executive Directors . . . . . . . . . .11NABE Talks . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11Sponsor Networking Refreshment Break. . . . .11Beverage & Bull Plenary – Catching the

Wave . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11NABE Wednesday Night Surfin’ Safari

Party . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12General Breakfast . . . . . . . . . . . . . . . . . . . . . . . .12Administration & Finance Section

Breakfast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Communications Section Breakfast . . . . . . . . .12Third Session of NABE Concurrent Track

Sessions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12Sponsor Networking Refreshment Break. . . . .13NABE Chat Rooms – Peer-to-Peer Discussion

Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13NABE Luncheon and Business Meeting . . . . .14NABE Program Committee Meeting . . . . . . . .14NABE Board of Directors, ABA House

Delegate and Program Committee . . . . . . . .15

NABE Committee and Section Leadership . . .17NABE Past Presidents . . . . . . . . . . . . . . . . . . . . .18NABE Award Recipients. . . . . . . . . . . . . . . . . . .19

NCBP . . . . . . . . . . . . . . . . . . . . . . . . . 21NCBP Sponsors . . . . . . . . . . . . . . . . . . . . . . . . . .21NCBP 21st Century Lawyer Committee

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24NCBP Finance and Investment Committee

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24NCBP Sponsorship Committee Meeting . . . . .24NCBP Membership Committee Meeting. . . . .24NCBP Diversity & Inclusion Committee

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24NCBP Communications Committee

Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24NCBP Program Committee Meeting . . . . . . . .24NCBP Executive Council Meeting . . . . . . . . . .24Metropolitan Bar Caucus Executive

Committee Meeting . . . . . . . . . . . . . . . . . . . .24NCBP Diversity Committee Gathering . . . . . .24NCBP/MBC Welcome Reception . . . . . . . . . . .24NCBP Executive Council Alumni and Past

Presidents Dinner . . . . . . . . . . . . . . . . . . . . . .24Metropolitan Bar Caucus Executive

Committee Dinner . . . . . . . . . . . . . . . . . . . . .24NCBP First-timers Breakfast . . . . . . . . . . . . . . .25General Breakfast . . . . . . . . . . . . . . . . . . . . . . . .25Welcome, Introductions and Presentation of

NCBP Fellows Award . . . . . . . . . . . . . . . . . . .25Friday Morning Plenary – The Legal

Profession: Where Are We? . . . . . . . . . . . . . .25First Session of Joint Concurrent

Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . .25Sponsor Networking and Appreciation

Break . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Second Session of Joint Concurrent

Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . .27Diversity Forum and Lunch: Unconscious

Bias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28Sponsor Networking and Dessert

Break . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29


Friday Afternoon Plenary – The Future of Legal Education: Conversation with Law School Deans and Bar Leaders – Young and “Seasoned” . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Metropolitan Bar Roundtables: In Vino Veritas and More. . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

State Bar Roundtables . . . . . . . . . . . . . . . . . . . . .29MBC Executive Committee Meeting . . . . . . . .29NCBP/NABE/NCBF Joint Reception . . . . . . . .29NCBP Breakfast and Discussion . . . . . . . . . . . .30ABA Law Day and Louis M. Brown Awards

and Introduction of Sponsors . . . . . . . . . . . .30ABA President Speaks . . . . . . . . . . . . . . . . . . . .30Saturday Morning Plenary – Access to Legal

Services: Creating Solutions, One Step at a Time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

NCBP 2015–2016 Executive Council and Committees . . . . . . . . . . . . . . . . . . . . . . . . . . .31

NCBP Organizational Members . . . . . . . . . . . .33NCBP Special Membership Categories . . . . . .35NCBP Past Presidents and Award

Recipients . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37Metropolitan Bar Caucus Executive

Committee and Past Presidents. . . . . . . . . . .39

NCBF . . . . . . . . . . . . . . . . . . . . . . . . . 41NCBF Board of Trustees Meeting . . . . . . . . . . .41NCBP/MBC Welcome Reception . . . . . . . . . . .41NCBF Thursday Night Dinner . . . . . . . . . . . . .41General Breakfast . . . . . . . . . . . . . . . . . . . . . . . .41Welcome, Introductions and Presentation of

NCBP Fellows Award . . . . . . . . . . . . . . . . . . .41Friday Morning Plenary – The Legal

Profession: Where Are We? . . . . . . . . . . . . . .42Workshop 5A (NCBF) – How to Create the

Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part I) . . .42

Sponsor Networking and Appreciation Break . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

Workshop 5B (NCBF) – How to Create the Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part II). . .42

Diversity Forum and Lunch: Unconscious Bias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42

Sponsor Networking and Dessert Break . . . . .43NCBF Plenary: Change the Story, Change

the World . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43NCBF Hospitality BYOB (Buy Your Own

Beverage) . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43NCBP/NABE/NCBF Joint Reception . . . . . . . .43NCBF Breakfast and Membership Meeting. . .43Creating Relevance with the Next

Generation . . . . . . . . . . . . . . . . . . . . . . . . . . . .43“Wrap up Rap” . . . . . . . . . . . . . . . . . . . . . . . . . . .44NCBF 2014–2015 Board Members . . . . . . . . . .45NCBF Past Presidents, Trustees Emeritus and

Award Recipients. . . . . . . . . . . . . . . . . . . . . . .46

ABA Division For Bar Services Staff . . . . . . . .48Hotel Floor Map . . . . . . . . . . . . . . . . . . . . . . . . .49NABE/NCBP/NCBF Future Meeting Dates . .51


WEDNESDAYFEBRUARY 3, 2016

NABE

8:30 a.m. - 3:00 p.m.NABE Board of Directors MeetingSan Diego County Bar Association, 401 West A Street, Ste. 1100, San Diego, CA 92101, (619) 231-0781

3:00 p.m. - 6:00 p.m.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3

3:30 p.m. - 5:00 p.m.NABE Communications Section Executive Council MeetingNewport Beach, Level 4

NABE

6:45 a.m. - 4:30 p.m. NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3, Closed for lunch from 12:00 p.m. to 1:00 p.m.

7:45 a.m. - 8:45 a.m.NABE Welcome Breakfast, First-time Attendee and Sponsor IntroductionsMarina E, Level 3

8:45 a.m. - 9:00 a.m.Transfer Break

9:00 a.m. - 9:45 a.m.Plenary Session: Ride the Wave Without Falling in the TroughMarina G, Level 3

9:45 a.m. - 10:15 a.m.Sponsor Networking Refreshment BreakMarina D, Level 3

10:15 a.m. - 11:15 a.m.Concurrent Track Sessions

Track 1A Marina F, Level 3

Track 1BCardiff/Carlsbad, Level 3

Track 1CBalboa/Mission Hills, Level 3


THURSDAYFEBRUARY 4, 2016

NABE

7:30 a.m. - 6:00 p.m.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3, Closed for lunch from 12:50 p.m. to 1:50 p.m.

7:45 a.m. - 8:45 a.m.General & Section Breakfasts

General BreakfastMarina E, Level 3

Administration & Finance Section BreakfastPoint Loma, Level 1

Communication Section BreakfastLa Costa, Level 4


9:00 a.m. - 10:00 a.m.Concurrent Track Sessions

Track 3AMarina F, Level 3




10:10 a.m. - 10:40 a.m.Sponsor Networking Refreshment BreakMarina D, Level 3

10:40 a.m. - 12:10 p.m.Chat Rooms

Chat Session AMarina F, Level 3

Chat Session BCardiff/Carlsbad, Level 3

Chat Session CBalboa/Mission Hills, Level 3

12:10 p.m. - 1:40 p.m.NABE Luncheon and Business MeetingMarina E, Level 3

2:00 p.m. - 4:00 p.m.NABE Program Committee MeetingDel Mar, Level 3

NCBP


7:30 a.m. - 8:30 a.m.NCBP 21st Century Lawyer Committee MeetingMiramar, Level 3

7:30 a.m. - 9:00 a.m.NCBP Finance & Investment Committee MeetingDel Mar, Level 3

8:30 a.m. - 9:30 a.m.NCBP Sponsorship Committee MeetingEncinitas, Level 3

9:00 a.m. - 10:00 a.m.NCBP Membership Committee MeetingEncinitas, Level 3

9:30 a.m. - 10:30 a.m.NCBP Diversity & Inclusion Committee MeetingMiramar, Level 3

10:00 a.m. - 11:30 a.m.NCBP Communications Committee MeetingEncinitas, Level 3

10:30 a.m. - 1:00 p.m.NCBP Program Committee MeetingDel Mar, Level 3

1:00 p.m. - 4:00 p.m.NCBP Executive Council MeetingCatalina, Level 4

2:00 p.m. - 4:00 p.m.MBC Executive Committee MeetingNewport Beach, Level 4

4:00 p.m. - 5:00 p.m.NCBP Diversity Committee GatheringCardiff/Carlsbad, Level 3

5:00 p.m. - 6:30 p.m.NCBP/MBC Welcome ReceptionBayside, Level 1

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11:30 a.m. - 12:30 p.m.Concurrent Track Sessions

Track 2AMarina F, Level 3



12:30 p.m. - 1:40 p.m.General LunchMarina E, Level 3

12:30 p.m. - 1:40 p.m.Lunch and discussion for Associate, Assistant and Deputy Executive DirectorsLa Costa, Level 4

1:40 p.m. - 1:50 p.m.Transfer Break

1:50 p.m. - 2:50 p.m.NABE TalksMarina G, Level 3

2:50 p.m. - 3:20 p.m.Sponsor Networking Refreshment BreakMarina D, Level 3

3:20 p.m. - 4:40 p.m.Beverage & Bull Plenary: Catching the WaveMarina G, Level 3

6:30 p.m. - 8:30 p.m.NABE Wednesday Night Surfin’ Safari PartyPool Patio

4:30 p.m. - 5:30 p.m.Orientation for NABE First-time AttendeesCarlsbad, Level 3

6:00 p.m. - 7:00 p.m.NABE Welcome ReceptionBalboa/Mission Hills, Level 3

7:30 p.m. - 10:00 p.m.NABE First-time Attendees’ EventBiCE, 425 Island Avenue, San Diego, CA, (619) 239-2423

TUESDAYFEBRUARY 2, 2016

7:00 p.m. - 10:00 p.m.NCBP Executive Council Alumni and Past Presidents DinnerSeasons 52, 789 W Harbor Dr., Suite #134, San Diego, CA, 92101, (619) 702-0052

7:30 p.m. - 10:30 p.m.MBC Executive Committee Dinner1500 Ocean, Hotel Del Coronado, 1500 Orange Ave., Coronado, CA, 92118, (619) 522-8490

NCBF

7:30 a.m. - 6:00 p.m.NABE/NCBP/NCBF Joint Registration Marina Registration,Level 3, Closed for lunch from 12:50 p.m. to 1:50 p.m.

2:30 p.m. - 4:30 p.m.NCBF Board of Trustees Meeting Encinitas, Level 3

5:00 p.m. - 6:30 p.m.NCBP /MBC Welcome ReceptionBayside, Level 1

7:00 p.m. - 10:00 p.m.NCBF Thursday Night DinnerWater Grill, 615 J Street, San Diego, CA, 92102, (619) 717-6992


SATURDAYFEB. 6, 2016

FRIDAYFEBRUARY 5, 2016

NCBP

7:30 a.m. - 11:00 a.m.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3

8:00 a.m. - 9:10 a.m.NCBP Breakfast and DiscussionsMarina DE, Level 3

9:10 a.m. - 9:30 a.m.ABA Law Day and Louis M. Brown Awards and Introduction of SponsorsMarina DE, Level 3

9:30 a.m. - 9:45 a.m.ABA President SpeaksMarina DE

9:45 a.m. - 11:15 a.m.Saturday Morning Plenary – Access to Legal Services: Creating Solutions, One Step at a TimeMarina DE

11:15 a.m. - 11:30 a.m.Wrap Up Marina DE, Level 3

NCBF

7:30 a.m. -11:00 a.m.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3

8:00 a.m. - 9:30 a.m.NCBF Breakfast and Membership MeetingBalboa/Mission Hills, Level 3

9:30 a.m. - 11:00 a.m.Creating Relevance with the Next GenerationBalboa/Mission Hills, Level 3

11:00 a.m. - 11:30 a.m.“Wrap Up Rap”Balboa/Mission Hills, Level 3

11:30 a.m. - 12:30 a.m.Second Session of Joint Concurrent WorkshopsWorkshop 1BMarina F, Level 1Workshop 2BCardiff/Carlsbad, Level 3Workshop 3BBalboa/Mission Hills, Level 3Workshop 4B (MBC)Point Loma/Solana, Level 1Workshop 5B (NCBF)Santa Rosa, Level 1

12:30 p.m. - 1:50 p.m.Diversity Forum and Lunch: Unconscious BiasMarina DE, Level 3

1:50 p.m. - 2:20 p.m.Sponsor Networking and Appreciation BreakMarina Foyer, Level 3

2:20 p.m. - 3:20 p.m.Friday Afternoon Plenary – The Future of Legal Education: A Conversation with Law School Deans and Bar Leaders – Young and “Seasoned”Marina DE, Level 3

3:20 p.m. - 3:30 p.m.Transfer Break

3:30 p.m. - 4:30 p.m.Metro Bar RoundtablesMarina F, Level 3

3:30 p.m. - 4:30 p.m.State Bar RoundtablesMarina DE, Level 3

4:30 p.m. - 5:30 p.m.MBC Executive Committee MeetingLa Costa, Level 4

5:30 p.m. - 7:00 p.m.NCBP/NABE/NCBF Joint ReceptionPool Patio

NCBP


7:15 a.m. - 8:15 a.m.First Timers BreakfastMarina G, Level 3

7:30 a.m. - 8:20 a.m.General BreakfastMarina DE, Level 3

8:20 a.m. - 8:40 a.m.Welcome, Introductions and Presentation of NCBP Fellows AwardMarina DE, Level 3

8:40 a.m. - 9:50 a.m.Friday Morning Plenary - The Legal Profession: Where Are We?Marina DE, Level 3


10:00 a.m. - 11:00 a.m.First Session of Joint Concurrent WorkshopsWorkshop 1AMarina F, Level 3Workshop 2ACardiff/Carlsbad, Level 3Workshop 3ABalboa/Mission Hills, Level 3Workshop 4A (MBC)Point Loma/Solana, Level 1Workshop 5A (NCBF)Santa Rosa, Level 1

11:00 a.m. - 11:30 a.m.Sponsor Networking and Appreciation BreakMarina Foyer, Level 3

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To view a floor map of the San Diego Marriott Marquis and Marina hotel, turn to page 49 of this booklet. All meetings are in the South Tower.

NCBF


7:30 a.m. - 8:20 a.m.General BreakfastMarina DE, Level 3

8:20 a.m. - 8:40 a.m.Welcome, Introductions and Presentation of NCBP Fellows AwardMarina DE, Level 3

8:40 a.m. - 9:50 a.m.Friday Morning Plenary - The Legal Profession: Where Are We?Marina DE, Level 3


10:00 a.m. - 11:00 a.m.First Session of Joint Concurrent WorkshopsWorkshop 5A (NCBF) - How to Create the Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part I)Santa Rosa, Level 1

11:00 a.m. - 11:30 a.m.Sponsor Networking and Appreciation BreakMarina Foyer, Level 3

11:30 a.m. - 12:30 p.m.Second Session of Joint Concurrent WorkshopsWorkshop 5B (NCBF) - How to Create the Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part II)Santa Rosa, Level 1

12:30 p.m. - 1:50 p.m.Diversity Forum and Lunch: Unconscious BiasMarina DE, Level 3

1:50 p.m. - 2:20 p.m.Sponsor Networking and Appreciation BreakMarina Foyer, Level 3

2:20 p.m. - 3:50 p.m.Change the Story, Change the WorldMarina G, Level 3

4:00 p.m. - 5:00 p.m. NCBF Hospitality – BYOB (Buy Your Own Beverage)Marina Kitchen Restaurant and Bar, Lobby Level

5:30 p.m. - 7:00 p.m.NCBP/NABE/NCBF Joint Reception (Separate Ticket Required)Pool Patio


PLATINUMLexisNexisNigel Roberts, Senior Director Global Associations20 Par LaneHudson, NH 03051(603) [email protected] Lunch

GOLDLawPayAmy Porter, CEO6200 Bridgepoint Parkway, Building 4, Suite 250Austin, TX 78730(866) [email protected] Night Party

SILVERAbila/Peach New MediaDirk Behrends, Senior Sales Director10800 Pecan Park Blvd, Suite 400Austin, TX 78750(312) [email protected] Welcome Reception

ASIRaphael Badagliacca, Business Unit Executive901 North Pitt Street, Suite 200Alexandria, VA 22314(703) [email protected] General Breakfast

GEICODeedre Daniel, Marketing Director: Partnership Marketing3535 W. Pipkin Rd.Lakeland, FL 33811(863) [email protected] General Lunch

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

NABE SPONSORSThank you to our sponsors for their generous support of the 2016 Midyear Meeting. Visit our sponsors in Marina D, Level 3, during the NABE Sponsor Networking Breaks on Wednesday, February 3 from 9:45 a.m.-10:15 a.m. and 2:50 p.m.-3:20 p.m. and on Thursday, February 4 from 10:10 a.m.-10:40 a.m.


BRONZEABA Retirement Funds ProgramMichael Moniz, Vice President – Divisional Sales DirectorP.O. Box 5142Boston, MA [email protected]

Aura Innovative TechnologyJames Chen, CEO180 N. Stetson Avenue, Suite 3500Chicago, IL 60601(312) [email protected]

Citrix ShareFileTed Kirk, Manager, Business Development120 South West StreetRaleigh, NC 27603(919) [email protected]/legal

Euclid TechnologyDan Antonoff, Vice President of Sales8120 Woodmont Avenue, Suite 710Bethesda, MD 20814(301) [email protected]

InReachNeil Ashizawa, CEO5700 South Mopac Expressway, Suite C310Austin, TX 78749(512) [email protected]

Insurance Specialists, Inc.Bill Bass, President/OwnerP.O. Box 11989Atlanta, GA 30355(404) [email protected]

IntelLinx, Inc.Mokhtar Moussaoui, CEO25A Crescent Drive, Suite 251Pleasant Hill, CA 94523(925) [email protected]

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

Mercer ConsumerStephen F . Lang, Principal12421 Meredith DriveUrbandale, IA 50398(312) [email protected]

National Purchasing PartnersAbby Keys, Business Partner1100 Olive Way, Suite 1020Seattle, WA 98101(206) [email protected]

Zola Media, LLCDeborah Tesser, VP Strategic Planning10 Harbor Park DrivePort Washington, NY 11050(877) 269-0076 [email protected]


Tuesday, February 2, 2016

8:30 A.M. - 3:00 P.M.NABE Board of Directors MeetingSan Diego County Bar Association, 401 West A Street, Ste. 1100, San Diego, CA 92101, (619) 231-0781

3:00 P.M. - 6:00 P.M.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3

3:30 P.M. - 5:00 P.M.NABE Communications Section Executive Council MeetingNewport Beach, Level 4

4:30 P.M. - 5:30 P.M.Orientation for NABE First-time AttendeesCarlsbad, Level 3

6:00 P.M. - 7:00 P.M.NABE Welcome ReceptionMission Hills/Balboa, Level 3Come meet your colleagues, speakers, sponsors and other early arrivals at the NABE Welcome Re-ception. Enjoy light reception fare before heading out to dinner on your own.Sponsored by Abila

7:30 P.M. - 10:00 P.M.NABE First-time Attendees’ EventBiCE, 425 Island Avenue, San Diego, CA, 92101, (619) 239-2423

Are you attending the NABE meeting for the first time? Then this is the event for you! All first-time attendees are invited to a night of traditional Ital-ian cuisine, fun and networking during dinner at BiCE. Please gather at the main entrance lobby of the Marriott at 7:10 p.m. to meet groups walking to the venue.

Wednesday, February 3, 2016

6:45 A.M. - 4:30 P.M. NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3Registration will be closed from 12:00 pm. – 1:00 p.m.

7:45 A.M. - 8:45 A.M.NABE Welcome Breakfast, First-time Attendee and Sponsor IntroductionsMarina E, Level 3Begin your day with a continental breakfast and an opportunity to visit with your colleagues. First-time meeting attendees and our meeting sponsors will be introduced, and our city/state hosts will welcome us to San Diego before we transfer to the opening session. SPEAKERS

Nancy M . Roberson, Charlotte, NC, Executive Director, Mecklenburg County Bar and NABE President Elizabeth Rindskopf Parker, San Francisco, CA, Executive Director, The State Bar of California Ellen Miller Sharp, San Diego, CA, Executive Di-rector, San Diego County Bar Association

NABE 2016 Midye ar Mee t ingWelcome to sunny San Diego, California! In honor of our beachside setting, the theme for the NABE 2016 Midyear Meeting is Waves of Change. At this meeting, we will be exploring the evolving role of bar associations and our educational workshop sessions will focus on the following targeted areas: leadership L , value proposition VP and running of the bar RB . Programming is designated with an L for leadership,

VP for value proposition, and RB for running of the bar after the title which denotes that category it falls under.

All program sessions will take place at the Marriott Marquis and Marina, South Tower, unless otherwise indicated.


Sebrina Barrett, Jefferson City, MO, Executive Director, The Missouri Bar and NABE Member-ship Committee Chair Terri Bryant, Atlanta, GA, Executive Director, Atlanta Bar Association and NABE Sponsorship Committee Chair

8:45 A.M. - 9:00 A.M.Transfer Break

9:00 A.M. - 9:45 A.M.Plenary Session – Ride the Wave Without Falling in the TroughMarina G, Level 3Change comes whether we are ready for it or not. Personally and professionally, we struggle with change on a daily basis. However, although we al-ready have coping skills designed to help us deal with change, those coping strategies are them-selves under strain. Whether we are discussing in-novation, leadership or our own personal growth and achievement we have some mental models we need to tear down and rebuild to help ourselves navigate the coming decade. Come along with us as we attempt to re-envision the change process and think about reinventing our workplaces, our families and ourselves.INTRODUCTION

John F . Phelps, Phoenix, AZ, Chief Executive Of-ficer, State Bar of Arizona and NABE Program Committee ChairSPEAKER

Shelly Alcorn, Sacramento, CA, CAE and Prin-cipal, Alcorn Associates Management Consulting

9:45 A.M. - 10:15 A.M.Sponsor Networking Refreshment BreakMarina D, Level 3Take a quick break, grab some refreshments and visit with sponsors to learn about their services and enter the sponsor raffle to win great prizes. Two prize drawings will be held during the meet-ing. The first drawing will be at the end of the 2:50 p.m. sponsor break on Wednesday, and the final drawing will be held at the 10:10 a.m. sponsor break on Thursday. A drawing to win a compli-

mentary meeting registration to the NABE 2016 Annual Meeting in San Francisco, CA, will also be held at the final sponsor break on Thursday (all NABE Midyear meeting registrants are automati-cally entered into this drawing). You must be in attendance to win!

10:15 A.M. - 11:15 A.M.Concurrent Track Sessions

Track 1A - Effective Leadership: Charting the Future for Smooth Sailing L

Marina F, Level 3Most of us learned leadership from watching the leaders who came before us. We adopted strategies that suited our style and personali-ties. Research now provides us with principles and practices to effectively engage today’s highly skilled, resourceful and knowledgeable employees. In this session, you will learn of key behaviors that can make a difference in leading and motivating today’s workforce. This session will also explore what you are doing now and what you can change to drive the results you need for organizational success. You will also have an opportunity to hear a bar executive’s experience about implementing some of the strategies.SPEAKERS

Rory Gilbert, Mesa, AZ, Consultant, Diver-sity, Leadership and Organizational Effective-ness, Rory Gilbert LLCJohn F . Phelps, Phoenix, AZ, Chief Executive Officer, State Bar of Arizona and NABE Pro-gram Committee Chair

Track 1B - Hooking the Big Fish: Big Firms, What it Takes to Engage Them! VP

Cardiff/Carlsbad, Level 3What does it take to keep the big firms active and involved in your bar association? This pan-el will discuss their experiences working with the large firms in their communities and how the needs of a large firm practitioner are differ-ent from the solo and small firm lawyer. Ideas


for getting the managing partner to support the local and state bars will be discussed as well. MODERATOR

Victoria Schatz, Kansas City, MO, Executive Director, Kansas City Metropolitan Bar Asso-ciationSPEAKERS

Mary A . Augsburger, Columbus, OH, Execu-tive Director, Ohio State Bar AssociationRussell Jones, Kansas City, MO, President, Kansas City Metropolitan Bar AssociationAbbigail R . Willingham, St. Louis, MO, Di-rector of Member Relations, Bar Association of Metropolitan St. Louis

Track 1C - Steering the Right Course to Avoid the IRS Ire RB

Balboa/Mission Hills, Level 3Learn how to keep your organization on the “right” side of the IRS. Regardless of organi-zation size, this interactive and fast-paced presentation will focus on the legal/financial issues most relevant to a §501(c)(6) organiza-tion, including lobbying/political activities, public disclosure, transactions with insiders, reasonable compensation, expense reimburse-ments, unrelated business income, informa-tion reporting and best practice governance.SPEAKER

Brian Yacker, Huntington Beach, CA, CPA and Partner, YH Advisors The Exempt ORG Experts


11:30 A.M. - 12:30 P.M.Concurrent Track Sessions

Track 2A - Effective Leadership: Charting the Course and Maximizing the Crew’s Talents L

Marina F, Level 3Successful leadership requires effective com-munication. This session addresses one aspect of effective communication with employees, colleagues and others: understanding their

preferred work style. You will learn about your own approach to the work environment as well as how this style interacts with others. By the end of the session, you will have gained insight into how you might address your own specific challenging and frustrating situations. With a bar executive on hand, you will also hear about some specific challenges in steering the ship and options for staying the course.SPEAKERS

Rory Gilbert, Mesa, AZ, Consultant, Diver-sity, Leadership and Organizational Effective-ness, Rory Gilbert LLCJohn F . Phelps, Phoenix, AZ, Chief Executive Officer, State Bar of Arizona and NABE Pro-gram Committee Chair

Track 2B - Ahoy There! ... Stretching Your Conference Content to Reach More Sailors VP

Cardiff/Carlsbad, Level 3Learn how to stretch the content you collect from your annual meeting for year-round use! This session will cover how to use editorial content, photos, and videos as marketing tools for your future events and membership marketing in or-der to generate engagement throughout the year.SPEAKERS

Monica Bussolati, Washington, DC, President and Creative Director, BUSSOLATI AssociatesSayre Happich Ribera, San Francisco, CA, As-sistant Director, Communications and PR, The Bar Association of San FranciscoTracy King, Minneapolis, MN, Chief Learning Strategist Founder, InspirEd, LLC

Track 2C - Scanning the Horizon: New Tools for Hiring and Engaging Your Shipmates RB

Balboa/Mission Hills, Level 3More and more, for-profit corporations are turning to personality assessment and predic-tive instruments as part of their successful em-ployee recruitment. Given the unique culture of bar associations and limited time and resources to hire and on-board employees, this may be a critical solution for all size bars, especially

SAN DIEGO 2016 NABE NCBP NCBF MIDYEAR MEETING 11

when it comes to fit. What kind of information will these predictive indexes provide and where do you start? Learn from an expert who helps groups develop and apply assessments in the hiring and employee development practices, and also from a bar association that has been successfully utilizing these approaches.SPEAKER

Mindy Bortness, Escondido, CA, President and CEO, Communication Works, Inc.

12:30 P.M. - 1:40 P.M.General LunchMarina E, Level 3Sponsored by GEICO

12:30 P.M. - 1:40 P.M.Lunch and Discussion for Associate, Assistant and Deputy Executive DirectorsLa Costa, Level 4Share the rewards and challenges of serving as the second in command at your association over lunch with individuals who wear the same hat.

1:40 P.M. - 1:50 P.M.Transfer Break

1:50 P.M. - 2:50 P.M.NABE TalksMarina G, Level 3Back by popular demand are NABE Talks! Four dynamic leaders will deliver short, but powerful presentations on the follow topics: human resource strategies, websites, wellness and aging lawyers.

Ship Shape HR StrategiesWhat can we learn from a world famous non-profit zoo navigating the turbulent waters of California’s labor and employment laws? Turns out, a lot! Hear from the San Diego Zoo’s lead HR expert, Tim Mulligan, on how they keep their employees “ship shape” - engaged, pro-ductive, innovative, and best in class.SPEAKER

Tim Mulligan, San Diego, CA, Chief Human Resources Officer, San Diego Zoo Global

The Storm on the Horizon - How to Recognize and Deal with an Employee with Substance AbuseWhen one of your employees has a substance-abuse problem, productivity and overall staff morale is affected, and yet many avoid it like the elephant in the room. Learning how to recognize and successfully deal with the prob-lem will improve everyone’s work life, espe-cially yours.SPEAKER

Clark Smith, San Diego, CA, M.D., DFAPA, General, Forensic and Addiction Psychiatry Pain Medicine Medical Director, Recovery Works

Taking Care of Old Sailors - Navigating Cognitive Decline in LawyersLean what innovative approaches the South Carolina Bar Association is taking in order to address the topic of cognitive decline in aging lawyers.SPEAKER

Leah G . Johnson, Columbia, SC, Assistant Ex-ecutive Director, South Carolina Bar Associa-tion

How to Avoid a Sinking Ship of a Website - Conversion ConundrumsAre your website visitors slipping through the cracks? Discover the solutions to capture and convert website leads before they click away!SPEAKER

Mikel Bruce, San Diego, CA, Chief Executive Officer, TinyFrog Technologies

2:50 P.M. - 3:20 P.M.Sponsor Networking Refreshment BreakMarina D, Level 3Don’t miss your second chance to visit with our sponsors to learn about their services and resourc-es. While visiting, enjoy an afternoon snack and enter to win raffle prizes. The first prize drawing will be held during this break and winners must be in attendance to claim their prize.


3:20 P.M. - 4:40 P.M.Beverage & Bull Plenary – Catching the WaveMarina G, Level 3Come join your colleagues for a beverage and some bull at this quick moving session. Select to sit at a table with your colleagues from like-bars, as seating will be designated by your bar associa-tion size: large bars, mid-sized bars and small bars. You’ll have the opportunity to discuss a variety of facilitated topics in a setting that promotes sharing and learning from your peers at similar-sized bar associations.FACILITATORS

Crista Hogan, Springfield, MO, Executive Direc-tor, Springfield Metropolitan Bar AssociationJohn F . Phelps, Phoenix, AZ, Chief Executive Of-ficer, State Bar of Arizona and NABE Program Committee ChairLorrie Trogden, Little Rock, AR, Associate Ex-ecutive Director, Arkansas Bar Association

6:30 P.M. - 8:30 P.M.NABE Wednesday Night Surfin’ Safari PartyPool PatioPut on your best tropical shirt and join your NABE colleagues poolside for a beach party. You’ll have fun, fun, fun, as the evening will be filled with collegiality, yummy bites and beverages, and some hip beach-themed activities. So grab those flip-flops and head on down to the pool - Let’s go surfin’ now. Everybody’s learning how. Come on and safari with NABE!Sponsored by LawPay

Thursday, February 4, 2016

7:30 A.M. - 6:00 P.M.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3Registration will be closed for lunch from 12:50 p.m. to 1:50 p.m.

7:45 A.M. - 8:45 A.M.General & Section Breakfasts

General BreakfastMarina E, Level 3Sponsored by ASI

Administration & Finance Section BreakfastPoint Loma, Level 1

Communications Section BreakfastLa Costa, Level 4


9:00 A.M. - 10:00 A.M.Concurrent Track Sessions:

Track 3A - Looking Below the Surface: The Neuroscience of Leadership and Decision-Making in the Bar L

Marina F, Level 3In this highly interactive session, participants will explore emerging research in neurosci-ence and decision-making. Brain imaging studies will be used to explain how we lead in high-pressure, diverse, and political environ-ments. Our session speaker will pinpoint the areas where policies and practices can be af-fected by unconscious processes and subtle-ties; review how unconscious decision-making processes affect assessments of veracity, intel-ligence, threat, and competence; and identify ways to increase fairness guided by science.SPEAKER

Kimberly Papillon, Berkeley, CA, Professor, Judicial Education, California Judicial Coun-cil’s Administrative Office of the Courts


Track 3B - Getting to YES Faster! Tips and Tricks to Shorten and Improve Your Bar’s Retention Cycle and Get Members Invested in Your Association VP

Cardiff/Carlsbad, Level 3Hear from state and local bar professionals on how they are moving members to “yes” faster during the renewal process. As bar ex-ecutives, we strive to get our members to “yes” as soon as possible - we want our members to say “yes, I want to renew/submit my payment right away” and “yes, I want to be involved in my bar association.” Presentations will touch on retention plans, processes, cost-saving tips and marketing ideas. Panelists will also discuss when all else fails… how to implement an ef-fective win-back campaign after the end of the renewal cycle. Return to the office with practi-cal tools and information you can immediately apply to your membership retention process.MODERATOR

Angela Weston, Augusta, ME, Executive Di-rector, Maine State Bar Association SPEAKERS

Lowell Brown, Austin, TX, Communications Division Director, State Bar of TexasSJ Kalian, San Diego, CA, Deputy Executive Director, San Diego County Bar AssociationHeather Seavey, Augusta, ME, Deputy Execu-tive Director, Maine State Bar Association

Track 3C - Setting Sail with CLE RB

Balboa/Mission Hills, Level 3Come board the SS NABE for a one hour cruise around CLE Harbor. Join us in the Neptune Lounge for an informative panel discussion that will examine three aspects of CLE: technologi-cal programming, live events and publishing. Our experts will give you the latest tips to make your CLE operations current and profitable.SPEAKERS

Donita Douglas, Oklahoma City, OK, Execu-tive Vice President of Client Success, InReach and former CLE Director, Oklahoma Bar As-sociation


10:10 A.M. - 10:40 A.M.Sponsor Networking Refreshment BreakMarina D, Level 3Take a break from the workshop sessions and visit our meeting sponsors one last time before the Midyear Meeting comes to a close. The final raffle drawing, including the chance to win the compli-mentary registration to the NABE 2016 Annual Meeting in San Francisco, will take place during this break. All prize winners must be in attendance to claim their prize.

10:40 A.M. - 12:10 P.M.NABE Chat Rooms – Peer-to-Peer Discussion Groups(See locations listed in each description below)Gather with your colleagues for an opportunity to learn from each other in this open format ses-sion. Attendees may select from different rooms to join peer-to-peer discussions led by facilitators fo-cused on a specific topic. Select a new topic at any time during this session by moving from room-to-room. Choose from the following topics:

Chat Session A – We are All Equal Before a WaveMarina F, Level 3The rules of the game for bar associations continue to evolve based on the actions of the courts and legislatures. Whether you are a mandatory or voluntary association, come learn from each other and chat about the best strategies to address these recent develop-ments in the law.FACILITATORS

Julie Armstrong, Indianapolis, IN, Executive Director, Indianapolis Bar Association and FoundationGeorge C . Brown, Madison, WI, Executive Director, State Bar of WisconsinRobert E . Craghead, Springfield, IL, Execu-tive Director, Illinois State Bar Association


Chat Session B – Now Hear This, All Hands on Deck: The Hottest of Hot Topics in Bar CommunicationsCardiff/Carlsbad, Level 3Want to hear how other bars are handling some of the issues that are on your radar (or should be)? Join us for small group discussions focused on issues that matter to communica-tors. Our discussions will draw from hot top-ics discussed at the Orlando Communications Section Workshop last October, including so-cial media, publications, marketing, public re-lations, and more. Come ready to participate as discussion will be guided by the interests of the group.FACILITATORS

Sarah I . Coole, Atlanta, GA, Director of Com-munications, State Bar of GeorgiaAlexa M . Giacomini, Springfield, IL, CAE, Di-rector of Marketing and Membership, Illinois State Bar AssociationJenna Grubb, Toledo, OH, Director of Com-munications, Toledo Bar AssociationSharon Nolan, Chicago, IL, Director of Mar-keting, The Chicago Bar Association

Chat Session C – Catching and Riding the Technology WaveBalboa/Mission Hills, Level 3Do you have to be a professional IT surfer to catch and ride the endless new waves of tech-nology decisions that face your bar organiza-tion? Or…are there practices and techniques that even an amateur surfer can apply to suc-cessfully ride each wave to shore? Come join your colleagues in a discussion about the tech-nology challenges we all face and how best to address them.FACILITATORS

Lisa Deane, Phoenix, AZ, Chief Member Ser-vices Officer, State Bar of ArizonaVictor L . Velazquez, Washington D.C., Chief Operating Officer, D.C. Bar

12:10 P.M. - 1:40 P.M.NABE Luncheon and Business MeetingMarina E, Level 3After lunch, the biannual membership meeting will take place and include the financial report, a report on NABE’s delegate to the ABA House of Delegates, and remarks by the 2015 Bolton Award Winner, Roseanne Lucianek. President Nancy Roberson will provide a status report on the orga-nization before calling the 2016 Midyear Meeting to a close.Sponsored by LexisNexis

2:00 P.M. - 4:00 P.M.NABE Program Committee MeetingDel Mar, Level 3


NABE 2015-2016 Board of Directors

President Nancy M. Roberson, Mecklenburg County Bar

President-ElectZoe W. Linza, Bar Association of Metropolitan St. Louis

Vice President Robert E. Craghead, Illinois State Bar Association

Secretary Loretta Larsen, Louisiana State Bar Association

Treasurer Karen K. Hutchins, Arkansas Bar Association

State Bar Directors Wanda Calvin Claiborne, Maryland State Bar As-sociationFrancis J. O’Rourke, Pennsylvania Bar Association

Local Bar Directors Julie M. Armstrong, Indianapolis Bar Association, and Foundation Jenna Grubb, Toledo Bar Association

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

ABA House Delegate Allan Ramsaur, Tennessee Bar Association

NABE BOARD OF DIRECTORS, ABA HOUSE DELEGAT E, AND PROGR AM COMMIT T EE

NABE LiaisonsPamela E. Robinson, ABA Division for Bar Ser-vices Rebecca L. Green-Jablonsky, ABA Division for Bar Services

NABE Finance and Business AdministratorTondanisha Tomlinson, ABA Division for Bar Ser-vices

NABE Membership CoordinatorNora Warens, ABA Division for Bar Services

NABE 2015-2016 Program Committee

Chair John F. Phelps, State Bar of Arizona

Vice-ChairDavid A. Bohm, North Carolina Bar Association

Committee MembersTerri D. Bryant, Atlanta Bar AssociationPatricia S. Carrera, State Bar of WisconsinKimberly Coleman, Grand Rapids Bar AssociationLisa Deane, State Bar of ArizonaTerry L. Hill, The Florida BarCrista Hogan, Springfield Metropolitan Bar Asso-ciation John D. Meyers, Kentucky Bar AssociationSharon Nolan, Chicago Bar AssociationLorrie Trogden, Arkansas Bar AssociationWhitney von Haam, Wake County Bar AssociationDavid R. Watson, New York State Bar AssociationAngela P. Weston, Maine State Bar Association


Ex OfficioCarol Madeja, The State Bar of California, ex of-ficioEllen M. Miller-Sharp, San Diego Bar Association, ex officioYolanda Jackson, Bar Association of San Francisco, ex officio Zoe W. Linza, Bar Association of Metropolitan St. Louis, ex officio

NABE Program Committee Liaison Rebecca L. Green-Jablonsky, ABA Division for Bar Services


NABE COMMIT T EE & SECT ION LE ADERSHIP

NABE Committees

NABE 75th Anniversary CommitteeMark Mathewson, Illinois State Bar Association, Chair

AuditJames C. Horsch, State Bar of Michigan, Chair Steven E. Laine, State Bar of Georgia, Vice Chair

ByLawsVictoria Schatz, Kansas City Metropolitan Bar As-sociation, Chair Dana Collier Smith, Colorado Bar Association, Vice Chair

Chief Staff ExecutiveJill Snitcher McQuain, Columbus Bar Association, Chair David R. Watson, New York State Bar Association, Vice Chair

Diversity DevelopmentGregory Conyers, State Bar of Michigan, Chair Alysia M. Keating, Allegheny County Bar Associa-tion, Vice Chair

ElectionsThomas A. Pyrz, Indiana State Bar Association, Chair

MembershipSebrina Barrett, The Missouri Bar, Chair Kenneth Goldsmith, American Bar Association, Vice Chair

ScholarshipHelen D. McDonald, Rhode Island Bar Association, Chair Maryann Williams, Indiana State Bar Association, Vice Chair

Small BarJeannie Motylewski, Lorain County Bar Associa-tion, Chair Crista Hogan, Springfield Metropolitan Bar Asso-ciation, Vice Chair

SponsorshipTerri D. Bryant, Atlanta Bar Association, Chair John W. (Bo) Landrum, Birmingham Bar Associa-tion, Vice Chair

SurveysMaryann Williams, Indiana State Bar Association, Chair

WebinarKevin F. Ryan, Vermont Bar Association, ChairDaniel G. Barnett, Bar Association of Metropolitan St. Louis, Vice Chair

Website/Knowledge Management Tim Eigo, State Bar of Arizona, Chair Jim Calloway, Oklahoma Bar Association, Vice Chair

NABE Sections

Section on Administration & FinanceLorrie Trogden, Arkansas Bar Association, Chair Angela P. Weston, Maine State Bar Association, Chair-elect

Section on CommunicationsRussell Rawlings, North Carolina Bar Association, Chair Leanna Dickstein, The State Bar of California, Chair-elect

Section on Governmental RelationsCale Battles, State Bar of Wisconsin, Chair Shawn Holahan, Louisiana State Bar Association, Chair-elect


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

City, UT* 1946-1947 John Mcl . Smith, Harrisburg, PA* 1947-1949 George H . Turner, Lincoln, NE* 1949-1950 Milton E . Bachman, Lansing, MI* 1950-1951 William J . Park, Austin, TX* 1951-1952 Philip S . Habermann, Madison, WI* 1952-1953 John E . Berry, Albany, NY* 1953-1954 Joseph B . Miller, Columbus, OH* 1954-1955 Amos M . Pinkerton, Springfield, IL* 1955-1956 William E . Pool, Austin, TX* 1956-1957 Emma E . Dillon, Trenton, NJ* 1957-1958 Donald S . Molen, Denver, CO 1958-1959 John W . Shuart, Topeka, KS* 1959-1960 Joseph M . Larimer, Chicago, IL* 1960-1961 Kenneth Harris, Oklahoma City,

OK* 1961-1962 Wade F . Baker, Jefferson City, MO* 1962-1963 Henry H . Harned, Frankfort, KY* 1963-1964 Thomas C . Meyers, Minneapolis,

MN* 1964-1965 John H . Holloway, Portland, OR* 1965-1966 R . Leland Hamilton, St. Louis, MO* 1966-1967 Alice O’Leary Ralls, Seattle, WA* 1967-1968 Marshall R . Cassedy, Tallahassee,

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

CA* 1969-1970 Alfred C . Schultz, Bismarck, ND* 1970-1971 Madrid Williams, Macon, GA* 1971-1972 Fredrick H . Bolton, Harrisburg, PA* 1972-1973 Francis J . Bolduc, Trenton, NJ 1973-1974 Edward P . Smith, Providence, RI* 1974-1975 Kay M . Runyon, Minneapolis, MN 1975-1976 Eldon L . Husted, Phoenix, AZ 1976-1977 John H . Dickason, Springfield, IL 1977-1978 James I . Smith III, Pittsburgh, PA* 1978-1979 Reginald T . Hamner, Montgomery,

AL 1979-1980 Peter P . Roper, Harrisburg, PA

1980-1981 Jack Lyle, Indianapolis, IN* 1981-1981 G . Edward Friar, Seattle, WA* 1981-1983 Robert N . Durant, Columbia, SC* 1983-1984 Nan Wilder, Phoenix, AZ 1984-1985 William J . Smith Jr ., Baltimore, MD 1985-1986 Dalton W . Menhall, Trenton, NJ 1986-1987 Celene Greene, Lake Oswego, OR 1987-1988 Bobbie Lou Nailling-Files, Kansas

City, MO* 1988-1989 William J . Carroll, Albany, NY 1989-1990 Terrence M . Murphy, Chicago, IL 1990-1991 Edward M . Bonney, Augusta, ME 1991-1992 John F . Harkness Jr ., Tallahassee, FL 1992-1993 Theodore Stellwag, Harrisburg, PA* 1993-1994 Paul V . Carlin, Baltimore, MD 1994-1995 Nancy A . Galloway, West Bloom-

field, MI 1995-1996 Bruce Hamilton, Phoenix, AZ 1996-1997 Dennis P . Harwick, Seattle, WA 1997-1998 Keith A . Birkes, Jefferson City, MO 1998-1999 Katherine S . Bifaro, Buffalo, NY 1999-2000 Gilbert R . Campbell Jr ., Nashville,

TN 2000-2001 Betty J . Braden, Madison, WI 2001-2002 Diane O’Steen, Atlanta, GA 2002-2003 Thomas R . Tinder, Charleston, WV 2003-2004 Thomas A . Pyrz, Indianapolis, IN 2004-2005 Anne Fritz, Memphis, TN 2005-2006 Thomas Edmonds, Richmond, VA 2006-2007 Allan Head, Cary, NC 2007-2008 Evelyn Albert, Lancaster, PA 2008-2009 Rodney Wegener, Tigard, OR 2009-2010 Jack Lockridge, Arlington, VA 2010-2011 Carolyn Breen Witt, New Haven,

CT* 2011-2012 Dana J . Collier Smith, Denver, CO 2012-2013 Yvonne C . McGhee, Fairfax, VA 2013-2014 David A . Blaner, Pittsburgh, PA 2014-2015 George C . Brown, Madison, WI

*Deceased

NABE PAS T PRESIDEN TS


NABE Bolton Award for Outstanding Bar Leadership

1978 Wade F .Baker, Missouri 1979 Marshall Cassedy, Florida* 1980 Lois M .Mcilroy, Oklahoma 1981 Reginald T .Hamner, Alabama 1982 Joseph B .Miller, Ohio* 1983 John H .Dickason, Illinois 1984 Edward P .Smith, Rhode Island 1985 E .A .“Wally” Richter, Missouri 1986 Peter P .Roper, Pennsylvania 1987 Alexander Lagusch, Ohio 1988 Jack Lyle, Indiana* 1989 Katherine S .Bifaro, New York 1990 JoAnna Moreland, Texas 1991 Marcia Poell Holston, Kansas 1992 Tom Brady, Ohio 1993 Edward M .Bonney, Maine 1994 Bobbie Lou Nailling-Files, Missouri* 1995 Theodore Stellwag, Pennsylvania* 1996 Paul V .Carlin, Maryland 1997 William J .Carroll, New York 1998 Diane O’Steen, Georgia 1999 Kenneth Klein, Missouri* 2000 Elizabeth C .Price, Pennsylvania* 2001 Beth Keigher, New York 2002 Charles Turner, Colorado 2003 Robert Craghead, Illinois 2004 Keith Birkes, Missouri 2005 Sandra Cousins, Oklahoma 2006 Denny L .Ramey, Ohio 2007 Thomas Edmonds, Virginia 2008 Thomas A .Pyrz, Indiana 2009 Robert S .Wells, South Carolina 2010 Allan B .Head, North Carolina 2011 Larry Houchins, Mississippi 2012 Jack Lockridge, Virginia 2013 William Weisenberg, Ohio 2014 Evelyn Albert, Pennsylvania 2015 Roseanne Lucianek, Illinois

*Deceased

NABE President’s Award

2001 John C .Norwine, Cincinnati Bar Association

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

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

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

Association 2007 Dana Collier Smith, Colorado Bar

Association 2008 Pamela Robinson, ABA Division for Bar

Services 2008 Patricia Yevics, Maryland State Bar

Association 2009 Yvonne McGhee, Fairfax Bar Association 2010 Sam Clinch, Nebraska State Bar

Association 2010 Susan Jacobs, Indiana State Bar

Association 2011 David Bohm, North Carolina Bar

Association 2012 Anne Strickland, North Carolina Bar

Association 2013 Carolyn B .Witt, New Haven County Bar

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

Association

*Deceased

NABE AWARD RECIP IEN TS


NABE Peer Excellence Award

2006 Yvonne McGhee, Fairfax Bar Association 2007 Toby Brown, Utah State Bar 2009 Mark Mathewson, Illinois State Bar

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

Association 2014 David Bohm, North Carolina Bar

Association and Sayre Happich Ribera, Bar Association of San Francisco


NCBP SPONSORSThank you to our sponsors for their generous support of the 2016 Midyear Meeting. Visit them in the Marina Foyer, Level 3 of the San Diego Marriott Marquis & Marina, during the NCBP Sponsor Networking and Appreciation breaks on Friday, February 5, from 11:00 a.m.-11:30 a.m. and from 1:50 p.m.-2:20 p.m.

PLATINUMLexisNexisNigel Roberts, Senior Director Global Associations20 Par LaneHudson, NH 03051(603) [email protected] www.lexisnexis.com NCBP/NABE/NCBF Joint Reception Sponsor

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

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

SILVERABA Retirement Funds ProgramMichael Moniz, Vice President, Divisional Sales DirectorP.O. Box 5142Boston, MA 02206(508) [email protected] www.abaretirement.com

Agile Data SolutionsJoel Henry, President1121 East BroadwayMissoula, Montana 59801(406) [email protected] www.agileds.net

Legal Services LinkMatthew W . Horn, Founder and President300 N. State Street, Suite 5702Chicago, IL 60654 (847) [email protected]

PATRONSan Diego County Bar AssociationEllen Miller-Sharp, Executive Director401 W A St #1100 San Diego, CA 92101(619) [email protected]


LAW FIRM SPONSORSHIPS

SILVERParsons Behle & LatimerRew R . Goodenow, Attorney at Law 50 West Liberty Street, Suite 750 Reno, NV 89501 (775) [email protected]

PATRONBird Marella Boxer Wolpert Et. Al.John K . Rubiner, Principal1875 Century Park E, Floor 23Los Angeles, CA 90067(310) 201-2100 [email protected]

Carlton Fields Gwynne A . Young, Shareholder4221 W Boy Scout Blvd., Suite 1000Tampa, FL 33607(813) 229-4333 [email protected]

Dorsey & Whitney LLP Rachel Lufkin, Marketing ManagerKearns Building136 South Main StreetSalt Lake City, UT 84101(801) 933-4033 [email protected] www.dorsey.com

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

McLane Middleton, Professional AssociationJennifer L . Parent, Director Professional Association900 Elm Street, P.O. Box 326 Manchester, NH 03105(603) 628-1360 [email protected] www.mclane.com

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

Wilson Elser Moskowitz Edelman & Dicker LLPKathleen D . Wilkinson, PartnerTwo Commerce Square 2001 Market Street, Suite 3100Philadelphia, PA 19103(215) [email protected] www.wilsonelser.com


FRIENDAustin Law Firm LLCSara A . Austin, Partner226 E Market StreetYork, PA 17403(717) 846-2246 [email protected] www.austinlawllc.com

Austriaco and Associates LtdAurora Abella-Austriaco, Founding Partner105 W Adams Street, Suite 3550Chicago, IL 60603-6203(312) 288-8285 [email protected] www.austriacolaw.com

Baker DonelsonJonathan J . Cole, Shareholder211 Commerce Street, Suite 800Nashville, TN 37201(615) 726-7335 [email protected] www.bakerdonelson.com

GunsterMichael R . Freed, Shareholder225 Water Street, Suite 1750Jacksonville, FL 32202(904) 350-7167 [email protected]

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

METROPOLITAN BAR CAUCUS APPRECIATES THE SUPPORT OF THE FOLLOWING SPONSORInsurance Specialists, Inc.Bill Bass, President/Owner12 Lenox PointeAtlanta, GA 30324(404) [email protected] Metropolitan Bar Roundtables


Thursday, February 4, 2016


7:30 A.M. - 8:30 A.M.NCBP 21st Century Lawyer Committee MeetingMiramar, Level 3

7:30 A.M. - 9:00 A.M.NCBP Finance & Investment Committee MeetingDel Mar, Level 3

8:30 A.M. - 9:30 A.M.NCBP Sponsorship Committee MeetingMiramar, Level 3

9:00 A.M. - 10:00 A.M.NCBP Membership Committee MeetingEncinitas, Level 3

9:30 A.M. - 10:30 A.M.NCBP Diversity & Inclusion Committee MeetingMiramar, Level 3

10:00 A.M. - 11:30 A.M.NCBP Communications Committee MeetingEncinitas, Level 3

10:30 A.M. - 1:00 P.M.NCBP Program Committee MeetingDel Mar, Level 3

2016 NCBP MIDYE AR MEE T INGAll programs take place at the Marriott Marquis and Marina, South Tower, unless otherwise indicated.

1:00 P.M. - 4:00 P.M.NCBP Executive Council MeetingCatalina, Level 4

2:00 P.M. - 4:00 P.M.MBC Executive Committee MeetingNewport Beach, Level 4

4:00 P.M. - 5:00 P.M.NCBP Diversity Committee GatheringCardiff/Carlsbad, Level 3By Invitation Only.

5:00 P.M. - 6:30 P.M.NCBP /MBC Welcome ReceptionBayside, Level 1Welcome to all NCBP, NABE Joint Meeting and NCBF attendees! Come greet old and new friends alike and enjoy light refreshments before your night on the town in San Diego. All NCBP, NABE Joint Meeting and NCBF registrants will receive two drink tickets; a cash bar is available for all ad-ditional beverages and for guests.

7:00 P.M. - 10:00 P.M.NCBP Executive Council Alumni and Past Presidents DinnerSeasons 52, 789 W Harbor Dr., Suite #134, San Diego, CA, 92101, (619) 702-0052Advance reservations are required to attend the NCBP Executive Council Dinner. Sponsored by LexisNexis

7:30 P.M. - 10:30 P.M.MBC Executive Committee Dinner1500 Ocean, Hotel Del Coronado, 1500 Orange Ave., Coronado, CA, 92118, (619) 522-8490Advance reservations are required to attend the MBC Dinner. Sponsored by Insurance Specialists, Inc.


Friday, February 5, 2016

7:30 A.M. – 4:30 P.M.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3Registration will be closed for lunch from 12:30 p.m. to 1:30 p.m.

7:15 A.M. – 8:15 A.M.First Timers BreakfastMarina G, Level 3If this is your first NCBP meeting, then this is the breakfast you want to attend. Meet with NCBP leaders to learn about the organization and oppor-tunities for active involvement. Get to know your colleagues in leadership positions at their respec-tive bar associations. Breakfast is available at 7:15 a.m., and the program begins at 7:45 a.m.

7:30 A.M. – 8:20 A.M.General BreakfastMarina DE, Level 3For all NCBP registrants (except NCBP first-tim-ers and their buddies, who should attend the First-timers breakfast), NCBF registrants and NABE Joint Meeting registrants. Enjoy coffee and a con-tinental breakfast with your bar leader colleagues from around the country. The introduction of the 2016 NCBP Fellows Award will follow breakfast.

8:20 A.M. – 8:40 A.M.Welcome, Introductions and Presentation of NCBP Fellows AwardMarina DE, Level 3NCBP President Lanneau “Lanny” Lambert, Jr. will welcome attendees along with his fellow or-ganization leaders and our host city/state bar rep-resentatives. Lanny will also introduce the 2016 NCBP Fellows Award recipient.SPEAKERS

Lanneau Wm . Lambert, Jr ., Columbia, SC, Past President, South Carolina Bar and NCBP Presi-dentNancy Roberson, Charlotte, NC, Executive Direc-tor, Mecklenburg County Bar and NABE President

Leonard Pataki, Tulsa, OK, Vice President and General Counsel, Sheehan Pipe Line Construction Co., and NCBF PresidentDavid J . Pasternak, Los Angeles, CA, President, The State Bar of CaliforniaHeather S . Riley, San Diego, CA, President, San Diego County Bar Association

8:40 A.M. - 9:50 A.M.Friday Morning Plenary - The Legal Profession: Where Are We?Marina DE, Level 3The traditional lawyer career path – law school graduate to law firm associate to law firm partner – is becoming less traditional, as fewer law school graduates land jobs in firms, and the law firm model itself is less reliable. William Henderson has been nationally recognized as a leading voice on changes in the legal profession. His observa-tions, as well as challenges, will set the stage for the conference and ignite critical dialogue for bar leaders now and into the future. MODERATOR

Christine H . Hickey, Indianapolis, IN, Past Presi-dent, Indianapolis Bar AssociationSPEAKER

William Henderson, Bloomington, IN, Professor of Law and Val Nolan Faculty Fellow, Indiana Uni-versity Maurer School of Law


10:00 A.M. - 11:00 A.M.First Session of Joint Concurrent Workshops

Workshop 1A – Challenges for Unified State BarsMarina F, Level 3Developments impacting unified state bars continue to hold our attention. Join us for up-dates on legislative actions, court settlements, and a pending lawsuit that portends major dis-ruption for the foundation on which unified bars are built. And let us know what’s happen-ing in your jurisdiction.


MODERATOR

Gwynne A . Young, Tampa, FL, Past President, The Florida Bar and Member, NCBP Executive CouncilSPEAKERS

Ronald L . Gibson, Charlotte, NC, Past Presi-dent, North Carolina State BarRobin L . Haynes, Spokane, WA, President-elect, Washington State Bar AssociationJohn W . Nields, Washington, DC, Past Presi-dent, The District of Columbia Bar

Workshop 2A - How to Raise the Bar Through Online Communities And Personal RelationshipsCardiff/Carlsbad, Level 3With today’s technology and the ability to live life without ever meeting in person, a focus on personal relationships often gets lost in trans-lation. Yet leadership success is about creating one-on-one connections. In this lively panel discussion, hear from an all-virtual bar, a tra-ditional bar, and a young lawyer bar leader to find out how your bar can best use the “virtual connections” – Twitter, Facebook, LinkedIn, email, webinars – we’ve all come to rely on with the ever-important personal networking opportunities members still long for. MODERATOR

Kathleen D . Wilkinson, Philadelphia, PA, Past President, Philadelphia Bar Association and Member, NCBP Executive CouncilSPEAKERS

Josie Beets, Washington, DC, President-elect, Military Spouse JD NetworkLowell Brown, Austin, TX, Communications Division Director, State Bar of TexasAutumn Ronda, Los Angeles, CA, Past Presi-dent, Beverly Hills Bar Association Barristers

Workshop 3A - Getting in Rhythm: Making Health and Wellness a Priority for Your MembersBalboa/Mission Hills, Level 3Are you ready to shake things up? This pro-gram will help bar leaders navigate the best

practices to make health wellness and life balance priorities for themselves and their members, while helping to leverage strategic relationships in the health and wellness com-munities. It is a must attend to ensure that you get the most out of your role and so you can take your members to the next level.MODERATOR

Michael R . Freed, Jacksonville, FL, Past Presi-dent, Jacksonville Bar Association and Mem-ber, NCBP Executive CouncilSPEAKERS

Hon . Pamila J . Brown, Ellicott City, MD, President, Maryland State Bar AssociationGiselle Carson, Jacksonville, FL, President, Jacksonville Bar AssociationAlice F . Paylor, Charleston, SC, Past President, South Carolina Bar and Member, NCBP Exec-utive Council

Workshop 4A (MBC) - From Surviving to Thriving: Practice Readiness for New LawyersPoint Loma/Solana, Level 1Moving from “the study of law” to the “prac-tice of law” can be daunting for new lawyers in today’s changing market. Metro bars are in a unique position to help with this transition, whether through mentoring programs, creat-ing fee generating work through connections with court personnel, or training in practice management and basic lawyering skills. Hear from three metro bars that have practice readi-ness programs your bar can adapt right now to help new lawyers and engage them in your bar association.MODERATOR

John F . Kautzman, Indianapolis, IN, Past President, Indianapolis Bar AssociationSPEAKERS

Lisa G . Arrowood, Boston, MA, President, Boston Bar AssociationDarrel J . Papillion, Baton Rouge, LA, Imme-diate Past President, Baton Rouge Bar Associa-tionMatthew A . Passen, Chicago, IL, Chair, Chi-cago Bar Association Young Lawyers Section


Workshop 5A (NCBF) - How to Create the Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part I)Santa Rosa, Level 1Your Board of Directors is your lifeblood to the community, but is often disengaged or unclear about its role. The world is moving faster and how we do business is changing. Boards must balance agility with a focused strategy in order to maximize their mission. This two-part ses-sion will demonstrate how to apply the Impact Triangle formula, equip the board for success, engage the board as partners, reduce fundrais-ing anxiety, and create a culture of account-ability. SPEAKER

Cindi Phallen, San Diego, CA, President, Cre-ate Possibility

11:00 A.M. - 11:30 A.M.Sponsor Networking and Appreciation BreakMarina Foyer, Level 3Take a refreshment break and learn about the products and services offered by our generous sponsors. Don’t forget to leave your business card with vendors for a chance to win great raffle prizes!

11:30 A.M. - 12:30 P.M.Second Session of Joint Concurrent Workshops

Workshop 1B - The Outsourcing and Job Bidding of Legal WorkMarina F, Level 3In our global world, it is common practice to outsource work and promote job bidding, even among law firms. So how does this work in the legal industry? What are the legal and ethical issues surrounding outsourcing, within the United Sates, across borders, and overseas? What advice should bar associations be pro-viding their members? Our experienced pan-

elists will discuss what the rules do and don’t allow, and the consumer protection issues in-volved, including cyber security of confiden-tial client information.MODERATOR

Rew R . Goodenow, Reno, NV, Past President, State Bar of Nevada and Immediate Past Presi-dent, NCBPSPEAKERS

Deirdre Oren Byrne, New York, NY, Legal Services Business Unit Head, IntegreonMatt Samuelson, Denver, CO, Chief Depu-ty Regulation Counsel, Colorado Supreme Court, Office of Attorney Regulation CounselLynda C . Shely, Scottsdale, AZ, President, As-sociation of Professional Responsibility Lawyers

Workshop 2B - Leveraging Technology to Address Unmet Legal NeedsCardiff/Carlsbad, Level 3How is the legal profession capitalizing on innovative technology right now to meet the needs of moderate income clients? Whether it’s providing an online directory of lawyers, sup-porting self-help centers in conjunction with the courts, or creating online legal triage help for potential clients, the application of technol-ogy tools can increase access as well as efficien-cies. Join us to learn how some programs are addressing the public’s need for solutions to their legal problems, and how you can imple-ment similar approaches in your communities.MODERATOR

Nathan D . Alder, Salt Lake City, UT, Past President, Utah State Bar and Member, NCBP Executive CouncilSPEAKERS

Bonnie Rose Hough, San Francisco, CA, Man-aging Attorney, Center for Families, Children & the Courts, Judicial Council of CaliforniaEd Marks, Albuquerque, NM, Executive Di-rector, New Mexico Legal Aid, Inc.Janet Welch, Lansing, MI, Executive Director, State Bar of Michigan


Workshop 3B - Member Mobilization: Engagement Strategies for Your BarBalboa/Mission Hills, Level 3We’ve all seen the statistics about millennials not being joiners. But what if it’s not about just joining, but actually being engaged in your bar? Simply sending out a welcome packet and asking members to go to your website isn’t enough anymore. Hear from bar leaders who’ve created a community within their bar and mobilized their members with engage-ment programs that work.MODERATOR

John Rubiner, Los Angeles, CA, Past Presi-dent, Beverly Hills Bar Association and Mem-ber, NCBP Executive CouncilSPEAKERS

David A . Blaner, Pittsburgh, PA, Executive Director, Allegheny County Bar AssociationCynthia D . Mares, Littleton, CO, Immediate Past President, National Hispanic Bar Associa-tionEllen Miller-Sharp, San Diego, CA, Executive Director, San Diego County Bar Association

Workshop 4B (MBC) - The Graying of the ProfessionPoint Loma/Solana, Level 1Studies show that the age of the average bar member is older than in decades past. As the profession grays, a host of issues come to the forefront: how to engage seasoned members; what to do when there are cognitive or mem-ory difficulties; changing priorities for aging lawyers; etc. Join this discussion of what your bar association can do to address the needs of more mature members.MODERATOR

Daniel A . Cotter, Chicago, IL, Past President, Chicago Bar Association and Member, NCBP Executive CouncilSPEAKERS

Louraine C . Arkfeld, Tempe, AZ, Presiding Judge (retired) Chair, ABA Senior Lawyer Di-vision

Dean J . Zipser, Irvine, CA, Former Chair, Or-ange County Bar Association Masters DivisionCo-sponsored by the ABA Senior Lawyers Division

Workshop 5B (NCBF) - How to Create the Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part II)Santa Rosa, Level 1This session continues the discussion from the earlier workshop. SPEAKER


12:30 P.M. - 1:50 P.M.Diversity Forum and Lunch: Unconscious BiasMarina DE, Level 3Even if we don’t know we’re doing it, unconscious biases influence everything from hiring decisions to promotions to everyday interactions with col-leagues. Unfortunately, many in today’s world be-lieve biases no longer exist and any inequality is a result of different individuals’ capabilities, commit-ment and choices. This interactive luncheon will allow you to engage in discussions and hear from implicit bias experts on how your bar can make a stronger commitment to equal opportunity.MODERATOR

Aurora Abella-Austriaco, Chicago, IL, Past Presi-dent, The Chicago Bar Association and Member, NCBP Executive CouncilSPEAKERS

Kimberly Papillon, Berkeley, CA, Professor, Judi-cial Education, California Judicial Council’s Ad-ministrative Office of the CourtsWendy Shiba, Altadena, CA, Past President, Na-tional Asian Pacific American Bar Association, Member, ABA Commission on Women in the Profession and Member, ABA Diversity & Inclu-sion 360 Commission


1:50 P.M. - 2:20 P.M.Sponsor Networking and Dessert BreakMarina Foyer, Level 3Join us in the sponsor area for some dessert and your final chance to visit with our sponsors and learn about their services and resources. All lun-cheon guests are invited to participate. This is your last chance to enter for raffle prizes – raffle win-ners will be announced either before the Friday Afternoon Plenary or before the Saturday Morn-ing Plenary.

2:20 P.M. - 3:20 P.M.Friday Afternoon Plenary – The Future of Legal Education: A Conversation with Law School Deans and Bar Leaders – Young and “Seasoned”Marina DE, Level 3Join us for an interactive discussion on key topics related to legal education, including alternatives to traditional law school models, the practice readi-ness of new lawyers, and ways to reduce the cost of law school and law school debt.MODERATOR

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

Johnathan J . Cole, Nashville, TN, Past President, Nashville Bar Association and President-elect, NCBPLacy L . Durham, Dallas, TX, Chair, ABA Young Lawyers DivisionRachel F . Moran, Los Angeles, CA, Michael J. Connell Distinguished Professor of Law and Dean Emerita, UCLA School of Law

3:20 P.M. - 3:30 P.M.Transfer Break

3:30 P.M. - 4:30 P.M.Metro Bar Roundtables – In Vino Veritas and MoreMarina F, Level 3Join the Metropolitan Bar Caucus for an interac-tive roundtable discussion on the current issues and proposed solutions to metro bar concerns. Bring your ideas for how metro bars can shape the future for bar leaders and the legal profession.

3:30 P.M. - 4:30 P.M.State Bar RoundtablesMarina DE, Level 3Join bar leaders from around the country to brain-storm ideas, get advice and share your stories on issues for which there is no easy answer. Gain practical take-aways during this time to talk with other state bar leaders.

4:30 P.M. - 5:00 P.M.MBC Executive Committee MeetingLa Costa, Level 4

5:30 P.M. - 7:00 P.M.NCBP/NABE/NCBF Joint ReceptionPool PatioTop off the day by the pool with this opportunity to relax and share conversation with fellow Mid-year Meeting attendees. NCBP and NABE joint registration includes a ticket to this poolside pa-tio event to enjoy drinks and light hors d’oeuvres. Others can purchase tickets at the NABE/NCBP/NCBF registration desk.Sponsored by LexisNexis


Saturday, February 6

7:30 A.M. -11:00 A.M.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3

8:00 A.M. - 9:10 A.M.NCBP Breakfast and DiscussionsMarina DE, Level 3Join other bar leaders for a breakfast discussion about how bars can address issues of the future.Sponsored by Rimkus Consulting Group

9:10 A.M. - 9:30 A.M.ABA Law Day and Louis M. Brown Awards and Introduction of SponsorsMarina DE, Level 3This awards presentation will feature presenta-tions to individuals, bar associations and other law-related entities for their work in support of the organized bar, the profession and the public. The ABA Law Day Awards highlight the best programs that promote public understanding of law and in-tegrate the 2015 Law Day theme, “Magna Carta: Symbol of Freedom Under Law.” The Louis M. Brown Award for Legal Access honors programs and projects dedicated to matching the unmet legal needs of the middle class with lawyers who provide affordable legal information, services and representation. Audience members will also hear from NCBP sponsors.

9:30 A.M. - 9:45 A.M.ABA President SpeaksMarina DE, Level 3SPEAKER

Paulette Brown, Morristown, NJ, President, American Bar Association

9:45 A.M. - 11:15 A.M.Saturday Morning Plenary – Access to Legal Services: Creating Solutions, One Step at a TimeMarina DE, Level 3Years of research have shown that roughly only fifteen percent of the U.S. can afford legal services when they need it. Should legal services be avail-able to only those who can afford it? How do we promote access to justice for the other eighty-five percent without giving up the pillars of the profes-sion? Hear from leaders who are finding solutions, rather than waiting to have a solution thrust upon them – solutions that may not be in the best inter-est of the profession.MODERATOR

Carl D . Smallwood, Columbus, OH, Past Presi-dent, Columbus Bar Association and Past Presi-dent, NCBPSPEAKERS

Gillian Hadfield, Los Angeles, CA, Kirtland Pro-fessor of Law and Professor of Economics, Univer-sity of Southern California Gould School of LawGeorge T . “Buck” Lewis, Memphis, TN, Past President, Tennessee Bar Association, and Mem-ber, ABA Standing Committee on Pro Bono and Public ServiceDavid Miranda, Albany, NY, President, New York State Bar AssociationAndrew Perlman, Boston, MA, Dean and Profes-sor of Law, Suffolk University Law School and Vice Chair, ABA Commission on the Future of Legal Services

11:15 A.M. – 11:30 A.M.Wrap Up Marina DE, Level 3Hear last minute announcements from President Lambert before the 2016 NCBP Midyear Meeting wraps up.


Officers

PresidentLanneau Wm. Lambert Jr., Columbia, SC

President-ElectJonathan J. Cole, Nashville, TN

TreasurerChristine H. Hickey, Indianapolis, IN

SecretaryJennifer L. Parent, Manchester, NH

Immediate Past PresidentRew R. Goodenow, Reno, NV

Council Members-at-Large

Terms Expiring 2016Nathan D. Alder, Salt Lake City, UT John E. Thies, Urbana, IL Lynn Ann Vogel, St. Louis, MO Kathleen D. Wilkinson, Philadelphia, PA Gwynne A. Young, Tampa, FL

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

Terms Expiring 2018A. Scott Chinn, Indianapolis, INDaniel A. Cotter, Chicago, ILCraig Holden, Los Angeles, CAThomas C. Rombach, New Baltimore, MIAngelina Tsu, Salt Lake City, UT

Ex OfficioPaulette Brown, Morristown, NJ John F. Kautzman, Indianapolis, IN

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

NCBP Program AdministratorSteve Jones, ABA Division for Bar Services, Chicago, IL

NCBP Committees

CommunicationsJohn E. Thies, Urbana, IL, Chair A. Scott Chinn, Indianapolis, INRaymond T. Elligett Jr., Tampa, FLMichael R. Freed, Jacksonville, FL Scott H. Harris, Manchester, NHJohn G. Locallo, Chicago, ILMary L. Smith, Lansing, ILJonathan Steen, Jackson, TN Joseph J. Van Jura, Scranton, PAKathleen D. Wilkinson, Philadelphia, PAJamie Lee Hall Wright, Los Angeles, CA

DiversityAurora Abella-Austriaco, Chicago, IL, ChairNathan D. Alder, Salt Lake City, UTDouglass Farnsley, Louisville, KYMichael R. Freed, Jacksonville, FLAnthony David Gipe, Seattle, WA Nicole Elizabeth Knox, Dallas, TXVichal Kumar, New York, NYMarcella O. McLaughlin, San Diego, CAErnest Morris, Christiansted, USVI

NCBP 2015-2016 E XECU T IVE COUNCIL AND COMMIT T EES


Timothy M. O’Brien, Kansas City, KSAlice F. Paylor, Charleston, SCMeshea L. Poore, Charleston, WVSavannah Potter-Miller, Atlanta, GAThomas C. Rombach, New Baltimore, MIMary L. Smith, Lansing, IL Steven G. Toole, Bellevue, WA

Fellows Award CommitteeAlice F. Paylor, Charleston, SC, Chair Darryl G. Mottley, Washington, DCLynn Fontaine Newsome, Florham Park, NJJennifer L. Parent, Manchester, NHLynn Ann Vogel, St. Louis, MO

FinanceChristine H. Hickey, Indianapolis, IN, ChairJonathan J. Cole, Nashville, TN David E. Crawford, St. Louis, MOLanneau Wm. Lambert Jr., Columbia, SC Jennifer L. Parent, Manchester, NHRoger Royse, Palo Alto, CAJohn K. Rubiner, Los Angeles, CAMichelle C. Wouden, Salinas, CAGwynne A. Young, Tampa, FL

InvestmentGwynne A. Young, Tampa, FL, ChairJonathan J. Cole, Nashville, TNDavid E. Crawford, St. Louis, MOChristine H. Hickey, Indianapolis, IN Lawrence H. Jacobson, Beverly Hills, CALanneau Wm. Lambert Jr., Columbia, SC Jennifer L. Parent, Manchester, NHRoger Royse, Palo Alto, CAJohn K. Rubiner, Los Angeles, CAMichelle C. Wouden, Salinas, CA

MembershipLynn Ann Vogel, St. Louis, MO, ChairDaniel A. Cotter, Chicago, ILCraig Holden, Los Angeles, CAAngus MacAulay, Jr., Columbia, SCJennifer L. Parent, Manchester, NHSavannah Potter -Miller, Atlanta, GARichard J. Raleigh, Jr., Huntsville, ALJoseph M. Sullivan, Great Falls, MTJohn E. Thies, Urbana, IL

Joseph J. Van Jura, Scranton, PAMichelle C. Wouden, Salinas, CA

ProgramJonathan J. Cole, Nashville, TN, Chair Nathan D. Alder, Salt Lake City, UT Aurora Abella-Austriaco, Chicago, IL Daniel A. Cotter, Chicago, ILDavid E. Crawford, St. Louis, MOMarcia Eason, Chattanooga, TNRaymond T. Elligett Jr., Tampa, FLAnthony David Gipe, Seattle, WA Christine H. Hickey, Indianapolis, IN Doreen M. Rachal, Boston, MAThomas C. Rombach, New Baltimore, MIJohn K. Rubiner, Los Angeles, CA Carl D. Smallwood, Columbus, OHMary L. Smith, Lansing, IL Joseph M. Sullivan, Great Falls, MTLisa M. Tatum, San Antonio, TXFrederic S. Ury, Fairfield, CTEleanor Vuono, Alexandria, VAKathleen D. Wilkinson, Philadelphia, PA Gwynne A. Young, Tampa, FLRoseanne Lucianek, Chicago, IL, Ex Officio

SponsorshipKathleen D. Wilkinson, Philadelphia, PA, ChairSara A. Austin, York, PAAurora Abella-Austriaco, Chicago, IL A. Scott Chinn, Indianapolis, INJonathan J. Cole, Nashville, TN Michael R. Freed, Jacksonville, FL Craig Holden, Los Angeles, CAAlice F. Paylor, Charleston, SC Angelina Tsu, Salt Lake City, UTJoseph J. Van Jura, Scranton, PA

21st Century Lawyer Program CommitteeNathan D. Alder, Salt Lake City, UT, Chair Scott H. Harris, Manchester, NHChristine H. Hickey, Indianapolis, IN Thomas H. Howlett, Bloomfield Hills, MIJohn G. Locallo, Chicago, ILTimothy M. O’Brien, Kansas City, KSThomas C. Rombach, New Baltimore, MIJohn K. Rubiner, Los Angeles, CA Angelina Tsu, Salt Lake City, UT


NCBP ORGANIZ AT IONAL MEMBERSOrganizational members are listed for the fiscal year January 1, 2016 – December 31, 2016. The list provided below is as of January 5, 2016. * Metropolitan Bar Caucus 2016 Members

ALABAMAAlabama State BarBirmingham Bar Association*

ALASKAAlaska Bar Association

ARIZONAState Bar of Arizona Maricopa County Bar

Association*

ARKANSASArkansas Bar Association

CALIFORNIAThe State Bar of CaliforniaBeverly Hills Bar Association*Monterey County Bar

AssociationSan Diego County Bar

Association*

COLORADOColorado Bar AssociationBoulder County Bar AssociationDenver Bar Association*El Paso County Bar Association*

CONNECTICUT Connecticut Bar AssociationNew Haven County Bar

Association

DELAWAREDelaware State Bar Association

DISTRICT OF COLUMBIAThe District of Columbia Bar*Women’s Bar Association of DC

FLORIDAThe Florida BarHillsborough County Bar

Association*The Jacksonville Bar Association*

GEORGIAState Bar of Georgia Atlanta Bar Association*

HAWAIIHawaii State Bar Association

IDAHOIdaho State Bar

ILLINOISIllinois State Bar AssociationThe Chicago Bar Association*Northwest Suburban Bar

Association

INDIANAIndiana State 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 AssociationNew Orleans Bar Association*

MAINEMaine State Bar Association

MARYLANDMaryland State Bar AssociationBar Association of Baltimore

City*Bar Association of Montgomery

County*

MASSACHUSETTSMassachusetts Bar AssociationBoston Bar Association*Worcester County Bar

Association

MICHIGANState Bar of MichiganOakland County Bar

Association*

MINNESOTAMinnesota State Bar AssociationHennepin County Bar

Association*

MISSISSIPPIThe Mississippi Bar

MISSOURIThe Missouri BarKansas City Metropolitan Bar

Association*The Bar Association of

Metropolitan St. Louis*Springfield Metro Bar

Association*

MONTANAState Bar of Montana


NEBRASKANebraska State Bar Association

NEVADAState Bar of Nevada

NEW HAMPSHIRENew Hampshire Bar Association

NEW JERSEY New Jersey State Bar Association

NEW MEXICOState Bar of New Mexico

NEW YORKNew York State Bar AssociationBas Association of Erie County*Monroe County Bar AssociationNew York County Lawyers

Association*

NORTH CAROLINANorth Carolina State BarNorth Carolina Bar AssociationForsyth County Bar AssociationGreensboro Bar AssociationMecklenburg County Bar*Wake County Bar Association*

NORTH DAKOTAState Bar Association of North

Dakota

OHIOOhio State Bar AssociationAkron Bar Association*Cleveland Metropolitan Bar

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

OKLAHOMAOklahoma Bar AssociationSpain-American Bar AssociationTulsa County Bar Association*

OREGON Oregon State Bar

PENNSYLVANIAPennsylvania Bar AssociationAllegheny County Bar

Association*Berks County Bar AssociationMontgomery Bar Association*Philadelphia Bar Association*

RHODE ISLANDRhode Island Bar Association

SOUTH CAROLINASouth Carolina BarRichland County Bar Association*

SOUTH DAKOTAState Bar of South Dakota

TENNESSEETennessee Bar AssociationKnoxville Bar AssociationNashville Bar Association*

TEXAS State Bar of TexasAustin Bar Association*Dallas Bar Association*Houston Bar Association*

UTAHUtah State Bar

VERMONTVermont Bar Association

VIRGINIAVirginia State BarThe Virginia Bar Association

WASHINGTONWashington State Bar AssociationWEST VIRGINIAWest Virginia State Bar

WISCONSINState Bar of Wisconsin

WYOMINGWyoming State Bar

ONTARIO, CANADAFederation of Ontario Law

AssociationsFrontenac Law Association


NCBP SPECIAL MEMBERSHIP CAT EGORIESIndividual members are listed for the fiscal year January 1, 2016 – December 31, 2016. The list provided below is as of January 5, 2016.

Sustaining Life FellowsRobert M . Carlson, Butte, MTM . Joe Crosthwait, Midwest

City, OKRew R . Goodenow, Reno, NVC . Joseph Holland, Iowa City,

IAW . Stell Huie, Highlands, NCLinda A . Klein, Atlanta, GALanneau Wm . Lambert, Jr .,

Columbia, SCFrank X . Neuner, Jr ., LaFay-

ette, LALynn Fontaine Newsome,

Florham Park, NJJames P . Nolan, Annapolis,

MDJennifer L . Parent, Manches-

ter, NHCarl D . Smallwood, Colum-

bus, OHJoseph M . Sullivan, Great

Falls, MTJohn A . Tarantino, Provi-

dence, RIE . Tazewell Ellett, Washing-

ton, DCMary T . Torres, Albuquerque,

NMKarol Corbin Walker, Newark,

NJGwynne A . Young, Tampa, FLStephen N . Zack, Miami, FL

Life FellowsLaurel G . Bellows, Chicago, ILRandall Bocock, Caledonia,

ON, CanadaTom Bolt, St. Thomas, VIRobert J . Bonsignore, Bel-

mont, NHD . C . Woody Bradford,

Omaha, NESandra M . Chapman, Wheel-

ing, WVHoward C . Coker, Jackson-

ville, FLJonathan J . Cole, Nashville,

TNDouglas Copeland, Clayton,

MOStuart F . Cubbon, Toledo, OHThomas R . Curtin, Morris-

town, NJAlan William Duncan,

Greensboro, NCJames W . Durham, Media, PARaymond Stella N . Erlach, San

Francisco, CAHerbert H . Franks, Marengo,

ILJohn W . Frost, II, Bartow, FLJohn A . Gaberino, Tulsa, OKHerbert S . Garten, Baltimore,

MDEdward J . Gilliss, Towson, MDRobert T . Gonzales, Baltimore,

MDEdwin A . Harnden, Portland,

ORKay H . Hodge, Boston, MA

David S . Houghton, Omaha, NE

W . Seaborn Jones, Atlanta, GAJohn G . Locallo, Chicago, ILWilliam F . Looney Jr ., Boston,

MAThomas Lyons, Providence, RIPhillip McCallum, Birming-

ham, AL Michael W . McKay, Baton

Rouge, LA Scott R . McMillen, Orlando,

FLMartin E . Mohler, Toledo, OHPaul T . Moxley, Salt Lake City,

UTThomas D . Murphy, Rockville,

MDPaul C . Ney Jr ., Nashville, TNWilliam T . Robinson, III,

Florence, KYMichael H . Rubin, Baton

Rouge, LADee-Dee Samet, Tucson, AZSteven R . Sorenson, Oshkosh,

WIJoseph L . Stone, Chicago, ILCooper C . Thurber, Mobile,

ALMarna S . Tucker, Washington,

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

CA Lynn Ann Vogel, St. Louis,

MO


Hans William Voss, Albuquer-que, NM

Nicholas Wallwork, Phoenix, AZ

Donna Willard-Jones, An-chorage, AK

Lonnie Williams, Jr ., Phoenix, AZ

Daniel E . Winfree, Fairbanks, AK

Carolyn B . Witherspoon, Little Rock, AR

Carole Lynch Worthington, Knoxville, TN

Sustaining Fellows

Aurora Abella-Austriaco, Chicago, IL

Christopher T . Bradford, Los Angeles, CA

A . Scott Chinn, Indianapolis, IN

Robert C . Cone, Greensboro, NC

Kirk H . Doan, Kansas City, MO

Marcia Eason, Chattanooga, TN

Gerald Edenfield, Statesboro, GA

Raymond T . Elligett Jr ., Tampa, FL

Dennis A . Estis, Woodbridge, NJ

Michael R . Freed, Jacksonville, FL

Sean Emory Frink, Saipan, Northern Mariana Islands

Lloyd Godson, Lynnfield, MABarry C . Hawkins, Stamford,

CTChristine H . Hickey, India-

napolis, IN Robert E . Juceam, New York,

NY

John F . Kautzman, Indianapo-lis, IN

Gary L . Klotz, Indianapolis, INWm . David Lytle, Pueblo, COKathryn Grant Madigan,

Binghamton, NYJames E . Messer Jr ., Tallahas-

see, FLAlice F . Paylor, Charleston, SCRachael K . Pirner, Wichita, KSCharles P . Reed, Wallingford,

CTMichael H . Rubin, Baton

Rouge, LAMary L . Smith, Lansing, ILPatrick Starke, Kansas City,

MORichard H . Steen, Princeton,

NJJames Stuart, Shawnee, OKLisa M . Tatum, San Antonio,

TXJohn E . Thies, Urbana, ILDavid W . White Jr ., Boston,

MATom Womack, Jonesboro, ARMichelle C . Wouden, Salinas,

CA


NCBP Past Presidents

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

1951-1952 Richard P . Tinkham, Hammond, IN* 1952-1953 Albert E . Jenner Jr ., Chicago, IL* 1953-1954 Arthur V .D . Chamberlain, Roches-

ter, 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,

PA* 1963-1964 Henry J . Te Paske, Orange City, IA* 1964-1965 Orison S . Marden, New York, NY* 1965-1966 Gerald S . Snyder, Waukegan, IL* 1966-1967 Theodore Voorhees, 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 Shepherd Tate, Memphis, TN 1973-1974 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, AZ 1978-1979 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 L . Williams, Los Angeles,

CA* 1991-1992 Marna S . Tucker, Washington, DC 1992-1993 Charles M . Thompson, Pierre, SD 1993-1994 Jack B . Middleton, Manchester, NH 1994-1995 Bert Z . Tigerman, Beverly Hills, CA 1995-1996 Carole Lynch Worthington, Knox-

ville, TN 1996-1997 Joseph L . Stone, Chicago, IL 1997-1998 Robert C . Heim, Philadelphia, PA 1998-1999 Stephen N . Zack, Miami, FL 1999-2000 W . Seaborn Jones, Atlanta, GA 2000-2001 Laurel G . Bellows, Chicago, IL 2001-2002 Robert T . Gonzales, Baltimore, MD 2002-2003 David S . Houghton, Omaha, NE 2003-2004 Paul T . Moxley, Salt Lake City, UT 2004-2005 Hon . Douglas S . Lang, Dallas, TX 2005-2006 Lonnie J . Williams Jr ., Phoenix, AZ 2006-2007 Steven R . Sorenson, Ripon, WI 2007-2008 Kay H . Hodge, Boston, MA 2008-2009 M . Joe Crosthwait Jr ., Midwest City,

OK 2009-2010 Mary T . Torres, Albuquerque, NM 2010-2011 James P . Nolan, Annapolis, MD 2011-2012 Frederic S . Ury, Fairfield, CT 2012-2013 Karol Corbin Walker, Newark, NJ 2013-2014 Carl D . Smallwood, Columbus, OH 2014-2015 Rew . R . Goodenow, Reno, NV

*Deceased

NCBP PAS T PRESIDEN TS AND AWARD RECIP IEN TS


NCBP Fellows Award Recipients

2006 Joseph L . Stone, Chicago, IL 2007 James B . Sales, Houston, TX 2008 John L . Carey, Vero Beach, FL 2009 Roy A . Hammer, Boston, MA 2010 Mark I . Harrison, Phoenix, AZ 2011 Herbert S . Garten, Baltimore, MD 2012 Jack B . Middleton, Manchester, NH 2013 Marna S . Tucker, Washington, DC 2014 Charles C . Keller, Washington, PA 2015 William G . Paul, Oklahoma City, OK2016 Elizabeth “Betsy” Van Doren Gray,

Columbia, SC


Officers

PresidentJohn F. Kautzman, Indianapolis, IN

President-electSusan W. Sowards, Jacksonville, FL

Secretary/TreasurerMark K. Sales, Dallas, TX

Immediate Past PresidentJohn W. (Bo) Landrum, Birmingham, AL

Members-at-Large

Terms Expiring 2016James Rouse Hicks, Tulsa, OK Zoe W. Linza, St. Louis, MO Richard M. Page, Jr., Boston, MA Victoria Schatz, Kansas City, MO Jill Snitcher McQuain, Columbus, OH Mark A. Tarasiewicz, Philadelphia, PA

Terms Expiring 2017Daniel A. Cotter, Chicago, IL Ann Gregorie, Baton Rouge, LA Heather J. Hays, St. Louis, MO Lawrence H. Jacobson, Beverly Hills, CAMark L. McQueary, Springfield, MOCharles P. Reed, Wallingford, CT

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

MBC Past Presidents

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

CA 1983-1984 John J . Curtin Jr ., Boston, MA* 1984-1985 Herbert J . Belgrad, Baltimore, MD 1985-1986 Neal R . Sonnett, Miami, FL 1986-1987 Sandra Schermerhorn, Kansas City,

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

MN 1989-1990 David E . Rideout, Boston, MA 1990-1991 Nancy P . Gibbs, Seattle, WA 1991-1992 W . Seaborn Jones, Atlanta, GA 1992-1993 James C . Wirken, Kansas City, MO 1993-1994 Laurel G . Bellows, Chicago, IL 1994-1995 Hon . Douglas S . Lang, Dallas, TX 1995-1996 Hon . Rebecca A . Albrecht, Phoenix,

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

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

TX 2001-2002 Stephen E . Chappelear, Columbus,

OH 2002-2003 David M . Schraver, Rochester, NY 2003-2004 Seth D . Kirschenbaum, Atlanta, GA 2004-2005 Carl D . Smallwood, Columbus, OH 2005-2006 Amy Dunn Taylor, Houston, TX 2006-2007 Timothy O’Mara, Williamsville, NY

ME T ROPOLITAN 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. Established in 1979 as the National Caucus of Metropolitan Bar Leaders, the organization became the Metropolitan Bar Caucus in 1993. At annual and midyear meetings held in conjunction with the ABA and the NCBP, the MBC presents programs exploring a variety of topics including pro bono activities, diversity, membership, financial issues, community involvement and recruitment of young law-yers to join and participate in metropolitan bars.


2007-2008 David A . Blaner, Pittsburgh, PA 2008-2009 Gary L . Klotz, Indianapolis, IN 2009-2010 Rae Jean McCall, Kansas City, MO 2010-2011 Marc R . Staenberg, Beverly Hills, CA 2011-2012 Jay A . Blechman, Pittsburgh, PA 2012-2013 Allen W . Kimbrough, Phoenix, AZ 2013-2014 Jane Leslie Dalton, Philadelphia, PA 2014-2015 John W . (Bo) Landrum, Birming-

ham, AL

*Deceased


Thursday, February 4

7:30 A.M. - 6:00 P.M.NABE/NCBP/NCBF Joint Registration Marina Registration, Level 3Registration will be closed for lunch from 12:50 p.m. to 1:50 p.m.

2:30 P.M. - 4:30 P.M.NCBF Board of Trustees Meeting Encinitas, Level 3

5:00 P.M. - 6:30 P.M.NCBP /MBC Welcome ReceptionBayside, Level 1Welcome to all NCBP, NABE Joint Meeting and NCBF attendees! Come greet old and new friends alike and enjoy light refreshments before your night on the town in San Diego. All NCBP, NABE Joint Meeting and NCBF registrants will receive two drink tickets; a cash bar is available for all ad-ditional beverages and for guests.

7:00 P.M. - 10:00 P.M.NCBF Thursday Night DinnerWater Grill, 615 J Street, San Diego, CA, 92102, (619) 717-6992Advance ticket purchase required to attend.

Friday, February 5, 2016


2016 NCBF MIDYE AR MEE T INGAll programs will take place at the Marriott Marquis and Marina, South Tower, unless otherwise indicated.

7:30 A.M. - 8:20 A.M.General BreakfastMarina DE, Level 3For all NCBP registrants (except NCBP first-tim-ers and their buddies, who should attend the First-timers breakfast), NCBF registrants and NABE Joint Meeting registrants. Enjoy coffee and a con-tinental breakfast with your bar leader colleagues from around the country. The introduction of the 2016 NCBP Fellows Award will follow breakfast.

8:20 A.M. - 8:40 A.M.Welcome, Introductions and Presentation of NCBP Fellows AwardMarina DE, Level 3NCBP President Lanneau “Lanny” Lambert, Jr. will welcome attendees along with his fellow or-ganization leaders and our host city/state bar rep-resentatives. Lanny will also introduce the 2016 NCBP Fellows Award recipient.SPEAKERSLanneau Wm . Lambert, Jr ., Columbia, SC, Past President, South Carolina Bar and NCBP President Nancy Roberson, Charlotte, NC, Executive Direc-tor, Mecklenburg County Bar and NABE President Leonard Pataki, Tulsa, OK, Vice President and General Counsel, Sheehan Pipe Line Construction Co., and NCBF PresidentDavid J . Pasternak, Los Angeles, CA, President, The State Bar of CaliforniaHeather S. Riley, San Diego, CA, President, San Diego County Bar Association


8:40 A.M. - 9:50 A.M.Friday Morning Plenary - The Legal Profession: Where Are We?Marina DE, Level 3The traditional lawyer career path – law school graduate to law firm associate to law firm partner – is becoming less traditional, as fewer law school graduates land jobs in firms, and the law firm model itself is less reliable. William Henderson has been nationally recognized as a leading voice on changes in the legal profession. His observa-tions, as well as challenges, will set the stage for the conference and ignite critical dialogue for bar leaders now and into the future.MODERATOR

Christine H . Hickey, Indianapolis, IN, Past Presi-dent, Indianapolis Bar AssociationSPEAKER

William Henderson, Bloomington, IN, Professor of Law and Val Nolan Faculty Fellow, Indiana Uni-versity Maurer School of Law


10:00 A.M. - 11:00 A.M.First Session of Joint Concurrent WorkshopsPlease see pages 25–27 for NCBP program de-scriptions and locations

Workshop 5A (NCBF) - How to Create the Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part I)Santa Rosa, Level 1Your Board of Directors is your lifeblood to the community, but is often disengaged or unclear about its role. The world is moving faster and how we do business is changing. Boards must balance agility with a focused strategy in order to maximize their mission. This two-part session will demonstrate how to apply the Impact Trian-gle formula, equip the board for success, engage the board as partners, reduce fundraising anxi-

ety, and create a culture of accountability. SPEAKER


11:00 A.M. - 11:30 A.M.Sponsor Networking and Appreciation BreakMarina Foyer, Level 3Take a refreshment break and learn about the products and services offered by our generous sponsors.

11:30 A.M. - 12:30 P.M.Second Session of Joint Concurrent WorkshopsPlease see pages 27–28 for NCBP program de-scriptions and locations

Workshop 5B (NCBF) - How to Create the Perfect BOD (Board of Directors): Insider Secrets to Inspire Your Board to Show Up, Reach Out and Bring In Dollars (Part II)Santa Rosa, Level 1This session continues the discussion from the earlier workshop. SPEAKER


12:30 P.M. - 1:50 P.M.Diversity Forum and Lunch: Unconscious BiasMarina DE, Level 3Even if we don’t know we’re doing it, unconscious biases influence everything from hiring decisions to promotions to everyday interactions with col-leagues. Unfortunately, many in today’s world be-lieve biases no longer exist and any inequality is a result of different individuals’ capabilities, com-mitment and choices. This interactive luncheon will allow you to engage in discussions and hear from three implicit bias experts on how your bar can make a stronger commitment to equal oppor-tunity.


MODERATOR

Aurora Abella-Austriaco, Chicago, IL, Past Presi-dent, The Chicago Bar AssociationSPEAKERS

Kimberly Papillon, Berkeley, CA, Professor, Judi-cial Education, California Judicial Council’s Ad-ministrative Office of the CourtsWendy Shiba, Altadena, CA, Past President, Na-tional Asian Pacific American Bar Association, Member, ABA Commission on Women in the Profession and Member, ABA Diversity & Inclu-sion 360 Commission

1:50 P.M. - 2:20 P.M.Sponsor Networking and Dessert BreakMarina Foyer, Level 3Join us in the sponsor area for some dessert and your final chance to visit with our sponsors and learn about their services and resources. All lun-cheon guests are invited to participate.

2:20 P.M. - 3:50 P.M.Change the Story, Change the WorldMarina G, Level 3Since we first began talking to each other, telling stories has been a powerful way to capture atten-tion, engage an audience, and motivate them to act. As we learn more about how our minds work, we’re also discovering that stories are intrinsic to decision-making and shape our view of the world. In his workshop, “Change the Story, Change the World,” Andy Goodman will explain why story-telling remains the single most powerful commu-nication tool you possess, and he will offer specific ways you can use stories to advance your mission.SPEAKER

Andy Goodman, Los Angeles, CA, Director, The Goodman Center

4:00 P.M. - 5:00 P.M. NCBF Hospitality – BYOB (Buy Your Own Beverage)Marina Kitchen Restaurant and Bar, Lobby LevelJoin your bar foundation colleagues for an infor-mal recap of the day’s events.

5:30 P.M. - 7:00 P.M.NCBP/NABE/NCBF Joint Reception (Separate Ticket Required)Pool PatioTop off the day by the pool with this opportunity to relax and share conversation with fellow Mid-year Meeting attendees. NCBP and NABE joint registration includes a ticket to this poolside pa-tio event to enjoy drinks and light hors d’oeuvres. NCBF registrants can purchase tickets at the NABE/NCBP/NCBF registration desk.Sponsored by LexisNexis

Saturday, February 6

7:30 A.M. - 11:00 A.M.NABE/NCBP/NCBF Joint RegistrationMarina Registration, Level 3

8:00 A.M. - 9:30 A.M.NCBF Breakfast and Membership MeetingBalboa/Mission Hills, Level 3

9:30 A.M. - 11:00 A.M.Creating Relevance with the Next GenerationBalboa/Mission Hills, Level 3Each generation tends to have distinct character-istics that influence its work and even where and


how they choose to support a cause and volunteer their time. With the number of millennials in the work place and in the donor community, it is es-sential that communications and expectations be clear. Dan Negroni, a lawyer of more than 25 years, as well as author and successful CEO and millennial expert, will help us bridge the genera-tion gaps and teach us to “speak millennial,” so we can attract, manage and retain millennial donors, employees and volunteers. He promises to deliver actionable, sustainable results! SPEAKER

Dan Negroni, San Diego, CA, Founder and CEO, Launchbox

11:00 A.M. - 11:30 A.M.“Wrap Up Rap”Balboa/Mission Hills, Level 3Share the biggest takeaways you’ve gained from the 2016 Midyear Meeting, and your ideas for fu-ture programming, with your fellow NCBF mem-bers.


Officers

PresidentLeonard Pataki, Tulsa, OK

President ElectLorrie K. Albert, Pittsburgh, PA

SecretaryLeslie Barineau, Birmingham, AL

TreasurerAlison Belfrage, Columbus, OH

Immediate Past PresidentElizabeth M. Lynch, Boston, MA

NCBF LiaisonRoseanne Lucianek, ABA Division for Bar Servic-es, Chicago, IL

NCBF AdministrationJustina Lin, ABA Division for Bar Services, Chi-cago, IL

NCBF SPONSOR

NCBF is most appreciative of the support and participation in the midyear meeting program of Dan Negroni, Chief Launch Officer and CEO of Launchbox. Be sure to attend the Saturday morn-ing session and learn to create relevance with the next generation!

Launchbox Dan Negroni, Chief Launch Officer and CEO11839 Sorrento Valley Road, Suite 909San Diego, CA 92121(858) [email protected]

Board of Trustees

Deborah Auspelmyer, Albany, NYThomas M. Hull, Cary, NC Kirra L. Jarratt, Washington, DCKaren Ruan, Santa Ana, CALaura Sharp, Austin, TX Andrea Stone, Austin, TX Nikki Tucker Thomas, Birmingham, AL Debra B. Walker, Chicago, IL

SPECIAL THANKS TO OUR INDIVIDUAL BENEFACTOR

William A. Martin, North Little Rock, AR, NCBF Board of Trustees

NCBF 2015-2016 BOARD MEMBERS


NCBF Past Presidents

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

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

VA* 1983-1985 Gordon Sinykin, Madison, WI* 1985-1987 Rodney H . Grove, Evansville, IN* 1987-1988 C . Harker Rhodes Jr ., Chicago, IL* 1988-1989 Donna C . Willard, Anchorage, AK 1989-1990 Jack B . Middleton, Manchester, NH 1990-1991 Merrily Munther, Boise, ID 1991-1992 Howard Karman, Casa Grande, AZ* 1992-1993 Dermot S . McGlinchey, New Or-

leans, LA* 1993-1994 Jane E . Curran, Orlando, FL 1994-1995 Michael P . Gunn, Ballwin, MO 1995-1996 Hon . Robert H . Oliver, Fresno, CA 1996-1997 Jerry Lastelick, Dallas, TX 1997-1998 Marion Smithberger, Columbus, OH 1998-1999 Kathleen Schoene, St. Louis, MO* 1999-2000 Charles Thone, Lincoln, NE 2000-2001 Dorothy M . Tucker, Ph.D., Los Ange-

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

bus, OH 2004-2005 Jerome J . Shestack, Philadelphia, PA* 2005-2007 Bob Glaves, Chicago, IL 2007-2008 Pauline Gee, Sacramento, CA 2008-2009 Briana Wagner, San Diego, CA 2009-2010 Christine H . Hickey, Indianapolis,

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

2011-2012 Stephen E . Chappelear, Columbus, OH

2012-2013 Amy Sings In The Timber, Missoula, MT

2013-2014 Courtney Ward-Reichard, Minne-apolis, MN

2014-2015 Elizabeth M . Lynch, Boston, MA

*Deceased

NCBF Trustees Emeritus

Howard Braverman, Springfield, IL* Alexander D. Forger, New York, NY Rodney H. Grove, Evansville, IN* Herndon P. Jeffreys Jr., Richmond, VA* Jerry Lastelick, Dallas, TX William A. Martin, North Little Rock, AR Merrily Munther, Boise, ID Colonel C.E. Ransick, Little Rock, AR* Maurice Reuler, Denver, CO Gordon Sinykin, Madison, WI* William R. Van Aken, Cleveland, OH*

*Deceased

NCBF Excellence Award

2015 Thomas R . Tinder, West Virginia Bar Foun-dation

2016 William A . Martin, Arkansas Bar Founda-tion

NCBF PAS T PRESEDEN TS, T RUST EES EMERIT US & AWARD RECIP IEN TS


NCBF “Partnerships for Success” Award

2011 Milwaukee Bar Association Foundation 2012 Tarrant County Bar Foundation (TX) 2013 Baton Rouge Bar Foundation 2014 Philadelphia Bar Foundation 2015 North Carolina Bar Association Foundation

NCBF Fundraising for Excellence

2012 Indianapolis Bar Foundation

NCBF Award for Bar Foundation Excellence

1999 Kansas City Bar Foundation 2000 Arizona Bar Foundation 2001 Orange County Bar Foundation 2002 New Jersey State Bar Foundation 2003 Ohio State Bar Foundation 2004 South Carolina Bar Foundation 2005 Ohio State Bar Foundation 2006 Allegheny County Bar Foundation 2007 Cincinnati Bar Foundation 2008 South Carolina Bar Foundation 2009 North Carolina Bar Association Founda-

tion, Inc. 2010 Springfield Metropolitan Bar Foundation

NCBF/ALPS Foundation Services Award for Innovations in Fundraising

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


ABA Division for Bar Services321 North Clark Street, 16th FloorChicago IL, 60654-7598(312) 988-5998www.americanbar.org/barserv

Roseanne Lucianek Division Director (312) 988-5344 [email protected]

Pamela E . Robinson Deputy Director (312) 988-5345 [email protected]

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

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

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

Joanne O’Reilly Staff Director, Publications and Marketing (312) 988-5348 [email protected]

Marilyn CavicchiaEditor, Bar Leader(312) [email protected]

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

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

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

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

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

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

Maggie Bieniek Program Assistant (312) 988-5349 [email protected]

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

ABA DIV IS ION FOR BAR SERVICES STAFF


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2017 ANNUAL MEETING — NEW YORK, NY NABE: August 8–10, 2017 NCBP: August 10–12, 2017 NCBF: August 10–12, 2017

2018 MIDYYEAR MEETING — VANCOUVER, BRITISH COLUMBIA

NABE: January 30–February 1, 2018 NCBP: February 1–3, 2018 NCBF: February 1–3, 2018

2018 ANNUAL MEETING — CHICAGO, IL NABE: July 31–August 2, 2018 NCBP: August 2–4, 2018 NCBF: August 2–4, 2018

2019 MIDYEAR MEETING — LAS VEGAS, NV NABE: January 22–24, 2019 NCBP: January 24–26, 2019 NCBF: January 24–26, 2019

2019 ANNUAL MEETING — SAN FRANCISCO, CA

NABE: August 6–8, 2019 NCBP: August 8–10, 2019 NCBF: August 8–10, 2019

2020 MIDYEAR MEETING — AUSTIN, TX NABE: February 11-13, 2020 NCBP: February 13-15, 2020 NCBF: February 13-15, 2020

SAVE THESE DATES!MARK YOUR CALENDARS and plan to attend the 2016 Annual Meeting of the National Association of

Bar Executives (NABE, August 2–4), National Conference of Bar Presidents (NCBP, August 4–6) and National Conference of Bar Foundations (NCBF, August 4–6), in San Francisco, CA.

All business meetings and events will take place at the Hilton San Francisco Union Square.

2017 MIDYEAR MEETING — MIAMI, FL NABE: January 31–February 2, 2017 NCBP: February 2–4, 2017 NCBF: February 2–4, 2017

2016 ANNUAL MEETINGSAN FRANCISCO, CA • AUGUST 2–6

FOR MORE INFORMATION, PLEASE VISIT: NABE: www.nabenet.org | NCBP: www.ncbp.org | NCBF: www.ncbf.org

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Thank You!

NCBP would like to thank:Nexsen Pruet,Rosen Hagood,Turner Padget,

J. Rutledge Young, Jr.and

The South Carolina Bar

for their support of the 2015 NCBP Fall Council Meeting

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