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Midyear Meeting 1 MIAMI January 31–February 4, 2017 NABE • NCBP • NCBF MIDYEAR 2017 MEETING MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 1 Dear Bar and Foundation Leaders, Welcome to Miami! We know your time here will be well spent, whether attending the meeting of the National Association of Bar Executives (NABE), January 31–Feb- ruary 2, the National Conference of Bar Presidents (NCBP), February 2–4, or the National Conference of Bar Foundations (NCBF), February 2–4—or all three! We’re glad to welcome you to the colorful, cosmopolitan city of Miami. With its trendy nightlife, Art Deco district, historic hideaways, shopping, sports, food and endless miles of beaches, Miami is the place to be! It’s also a great place for bar as- sociation and foundation leaders to gather to share ideas and learn from each oth- er, network, and attend the informative program sessions scheduled for this year’s Midyear Meeting. This booklet is designed to be your guide to the meetings, and includes descriptions of all three groups’ programming and events. We also want to take this opportunity to thank the individuals who made this meet- ing possible. Please join us in extending our appreciation to our program sponsors by visiting them during the meeting sponsor breaks to explore their products and services. We also thank the NABE, NCBP, NCBF and MBC program committees and boards for their efforts to make the Midyear Meeting a success. Finally, thank you for your attendance. We hope you enjoy all that Miami has to offer! Zoe W. Linza Jonathan Cole Lorrie K. Albert NABE PRESIDENT NCBP PRESIDENT NCBF PRESIDENT MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 1 TABLE OF CONTENTS Unless otherwise noted below, sessions and events will take place at the Hyatt Regency Miami, 400 SE Second Avenue, Miami, Florida, USA, 33131. NABE/NCBP/NCBF Officers’ Greeting ...1 Sponsor Networking Break ............13 Annual Meeting At-A-Glance ...........4 Third Set of Concurrent Track Sessions...........................13 NABE . 6 NABE Luncheon and Business Meeting...........................14 NABE Sponsors .......................6 NABE Program Committee Meeting ....14 NABE Board of Directors Meeting .......8 NABE Board of Directors, ABA House NABE Communications Section Delegate and Program Committee ....15 Executive Council Meeting ...........8 NABE Committee, Forum and Section NABE Orientation for First-time Leadership ........................17 Attendees ..........................8 NABE Past Presidents.................19 NABE Welcome Reception .............8 NABE Award Recipients...............21 NABE First-time Attendees’ Event .......8 NABE Welcome Breakfast, First-time Attendee and Sponsor Introductions ...8 NCBP . 23 Opening Plenary Session— NCBP Sponsors ......................23 Foundations for Practice: Educating NCBP Finance & Investment and Supporting the Whole Lawyer .....9 Committee Meeting ................25 Sponsor Networking Break .............9 NCBP Sponsorship Committee Putting the Foundations for Practice Meeting...........................25 into Practice ........................9 NCBP Membership Committee First Set of Concurrent Track Sessions....9 Meeting...........................25 General Lunch .......................10 NCBP Communications Committee Meeting...........................25 Lunch and Discussion for Associate, Assistant and Deputy Executive NCBP Diversity & Inclusion Directors ..........................10 Committee Meeting ................25 Second Set of Concurrent Track NCBP Program Committee Meeting ....25 Sessions...........................10 NCBP Executive Council Meeting ......25 Sponsor Networking Break ............11 MBC Executive Committee Meeting ....25 Chat Circles .........................12 1st Timers Orientation ................25 NABE Wednesday Night Pre-meeting Workshop—The Bar Networking Event ..................12 Leader’s Essential Guide to Social General Breakfast ....................12 Media ............................25 Administration & Finance Section NCBP Welcome Reception ............26 Breakfast ..........................12 NCBP Executive Council and Council Communication Section Breakfast......12 Alumni Dinner (Private Event).......26 Plenary Session—The “How” of MBC Executive Committee Dinner “What” You Say ....................12 (Private Event) .....................26 2 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI Welcome and Introductions ...........26 Sponsorship Break....................45 Friday Morning Plenary—Building Workshop Session 5A .................45 Bridges Across Deep Divides—Bar NCBP/NABE/NCBF Joint Luncheon, Leaders as Trusted Conveners in Sponsor Introductions and Plenary ...45 Troubled Times ....................26 Sponsorship Break....................46 Sponsorship Break....................27 Workshop Session 5B .................46 First Set of Joint Concurrent Workshops ........................27 NCBF Plenary—Building Bridges Across Deep Divides (Part II)— NCBP/NABE/NCBF Joint Luncheon, What Role can Bar Foundations Sponsor Introductions and Plenary— Plan? .............................46 Addressing Crises Through Mindfulness .......................29 BYOB (buy your own beverage) Hospitality (optional) . .46 Sponsorship Break....................29 NCBP/NABE/NCBF Joint Reception Second Set of Joint Concurrent (separate ticket required) ............46 Workshops ........................29 Breakfast and NCBF Excellence Award Diversity Forum—Gender Bias— Presentation . .47 Why it Matters and How to Approach it........................31 NCBF Plenary—Re-think Your Event Fundraising Strategies...............47 Roundtables .........................31 “Grab Bag Giveaway:” Share Your NCBP/NABE/NCBF Joint Reception....31 Swag and Your Ideas! ...............47 NCBP Saturday Morning Breakfast, The Final Word ......................47 Awards and ABA President Speaks....31 NCBF 2016-2017 Board Members ......48 Saturday Morning Plenary— Embracing Today’s Technology and NCBF Past Presidents, Trustees Tomorrow’s Innovations.............32 Emeritus and Award Recipients ......49 Wrap Up and Adjourn ................32 NCBP 2016–2017 Executive Council and Committees....................33 NCBP Organizational Members ........36 ABA Division For Bar Services Staff.....51 NCBP Special Membership Categories ..38 NCBP Award Information .............52 NCBP Past Presidents and Award Hotel Floor Map .....................54 Recipients .........................40 NABE/NCBP/NCBF Future Metropolitan Bar Caucus Executive Meeting Dates .....................55 Committee and Past Presidents.......42 NCBF . .44 . NCBF Board of Directors Meeting ......44 NCBP Welcome Reception ............44 NCBF Dinner (ticket required).........44 Welcome and Introductions ...........44 Friday Morning Plenary—Building Bridges Across Deep Divides— Bar Leaders as Trusted Conveners in Troubled Times ..................44 MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 3 TUESDAY THURSDAY JANUARY 31, 2017 FEBURARY 2, 2017 NABE NABE NCBP 11:00 A.M.–3:00 P.M. 3:30 P.M.–5:00 P.M. 5:00 P.M.–6:00 P.M. 7:00 A.M.–6:00 P.M. 7:00 A.M.–6:00 P.M. NABE Board of NABE NABE Welcome NABE/NCBP/ NABE/NCBP/ Directors Meeting Communications Reception NCBF Registration NCBF Registration Orchid A, Section Executive Orchid B/C/D, Upper Promenade, Upper Promenade, Terrace Level Council Meeting Terrace Level Terrace Level Terrace Level Gardenia C, Closed from 12:50 Closed from 12:50 3:00 P.M.–6:00 P.M. 6:30 P.M.–9:00 P.M. Terrace Level p.m.–1:50 p.m. p.m.–1:50 p.m. NABE/NCBP/ NABE First-time NCBF Registration 4:00 P.M.–5:00 P.M. Attendees’ Event 8:15 A.M.–9:15 A.M. 7:30 A.M.–8:30 A.M. At-A-Glance Upper Promenade, Orientation for Marion, General & Section NCBP Finance Terrace Level NABE First-time 1111 SW 1st Ave., Breakfasts & Investment Attendees Miami, FL General Breakfast Committee Jasmine, Monroe/Tuttle, Meeting Terrace Level Terrace Level Azalea A/B, Terrace Administration & Level Finance Section 7:45 A.M.–8:30 A.M. Breakfast WEDNESDAY NCBP Sponsorship FEBRUARY 1, 2017 Pearson I/II, 3rd Floor Committee NABE Communications Meeting Section Breakfast Gardenia A/B, 7:00 A.M.–4:30 P.M. 10:00 A.M.–11:00 A.M. 1:30 P.M.–1:45 P.M. Merrick I, 3rd Terrace Level NABE/NCBP/ Putting the Transfer Break Floor NCBF Registration Foundations 8:30 A.M.–9:30 A.M. 1:45 P.M.–2:45 P.M. NCBP Membership Upper Promenade, for Practice into A M A M Concurrent Track 9:15 . .–9:30 . Terrace Level Practice Committee Sessions Transfer Break Closed from 12:00 Brickell/Flagler, Meeting Track 2A 9:30 A.M.–10:30 A.M. P.M.–1:00 P.M. Terrace Level Azalea A/B, Terrace Orchid B/C/D, Plenary Session Level 7:15 A.M.–8:30 A.M. 11:15 A.M.–12:15 P.M. Terrace Level Brickell/Flagler, 9:30 A.M.–11:00 A.M. NABE Welcome Concurrent Track Track 2B Terrace Level Breakfast Sessions Hibiscus A/B, NCBP Monroe/Tuttle, Track 1A Terrace Level 10:30 A.M.–11:00 A.M. Communications Terrace Level Orchid B/C/D, Track 2C Sponsor Networking Committee Terrace Level Jasmine, Terrace Break Meeting 8:30 A.M.–8:45 A.M. Track 1B Level Pre-function Area, Gardenia A/B, Transfer Break Hibiscus A/B, Terrace Level Terrace Level Terrace Level 2:45 P.M.–3:15 P.M. 8:45 A.M.–9:30 A.M. 11:00 A.M.–12:00 P.M. 10:15 A.M.–11:00 A.M. Track 1C Sponsor Foundations for Networking Break Concurrent Track NCBP Diversity Practice: Educating Jasmine, Terrace Sessions & Inclusion Level Pre-function Area, and Supporting the Terrace Level Track 3A Committee Whole Lawyer 12:15 P.M.–1:30 P.M. Orchid B/C/D, Meeting Brickell/Flagler, General Lunch 3:15 P.M.–4:40 P.M. Terrace Level Azalea A/B, Terrace
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