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 Terrace Level Monroe/Tuttle, Chat Circles Track 3B Level Terrace Level Brickell/Flagler, Hibiscus A/B, 9:30 a.m.–10:00 a.m. 11:00 a.m.–1:00 p.m. Terrace Level Terrace Level Sponsor 12:15 p.m.–1:30 p.m. Track 3C NCBP Program Networking Break 6:30 p.m.–8:30 p.m. Lunch and Jasmine, Terrace Committee Pre-function Area, NABE Wednesday Discussion for Level Meeting Terrace Level Associate, Assistant Night Networking Gardenia A/B, and Deputy Event 12:00 p.m.–1:30 p.m. Terrace Level Executive Directors Orchid B/C/D, NABE Luncheon 1:00 p.m.–3:00 p.m. Merrick II, 3rd Floor Terrace Level and Business Meeting NCBP Executive NABE/NCBP/NCBF Midyear Meeting NABE/NCBP/NCBF Midyear Monroe/Tuttle, Council Meeting Terrace Level Pearson I/II, 3rd Floor 2:00 p.m.–3:30 p.m. 2:00 p.m.–4:00 p.m. NABE Program MBC Executive To view a floor map of the Hyatt Committee Meeting Committee Regency Miami, turn to page 54 Gardenia A/B, Meeting Terrace Level Azalea A/B, Terrace of this book. Level

4 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NABE/NCBP/NCBF Midyear Meeting THURSDAY FRIDAY SATURDAY FEBURARY 2, 2017 FEBRUARY 3, 2017 FEBRUARY 4, 2017

NCBP NCBP

3:00 p.m.–4:00 p.m. 7:45 a.m.–5:00 p.m. Workshop 3B 10:15 a.m.–10:45 a.m. 7:45 a.m.–11:00 a.m. 1st Timers NABE/NCBP/ Orchid B/C/D, Sponsorship Break NABE/NCBP/ Orientation NCBF Registration Terrace Level Pre-function Area, NCBF Registration Flagler, Terrace Upper Promenade, Workshop 4B Terrace Level Upper Level Terrace Level Brickell North/ Promenade, 10:45 a.m.–11:45 a.m. Closed from 12:00 Center, Terrace Terrace Level 4:00 p.m.–5:00 p.m. Track Sessions Level Pre-meeting p.m.–1:00 p.m. Workshop Workshop 5B 8:15 a.m.–9:30 a.m. Workshop Session 5A 8:45 a.m.–9:00 a.m. Pearson I/II, 3rd NCBP Saturday Tuttle South, Pearson I/II, 3rd Welcome and Floor Morning Terrace Level Introductions Floor Breakfast, Monroe/Tuttle, 2:30 p.m.–2:40 p.m. Awards and ABA 5:00 p.m.–6:30 p.m. 11:45 a.m.–1:10 p.m. Transfer Break NCBP Welcome Terrace Level NCBP/NABE/ President Speaks Jasmine, Terrace Reception 9:00 a.m.–10:15 a.m. 2:40 p.m.–3:40 p.m. NCBF Joint Level Jasmine, Terrace Friday Morning Diversity Forum Luncheon, Sponsor Level Plenary Monroe/Tuttle, Introductions and 9:30 a.m.–11:00 a.m. Monroe/Tuttle, Terrace Level Plenary Saturday Morning 7:00 p.m.–10:00 p.m. Terrace Level Monroe/Tuttle, Plenary NCBP Executive 3:40 p.m.–3:45 p.m. Terrace Level Jasmine, Terrace Council and 10:15 a.m.–10:45 a.m. Transfer Break Level Council Alumni Sponsorship Break 1:10 p.m.–1:30 p.m. 3:45 p.m.–4:45 p.m. Dinner Pre-function Area, Sponsorship Break 11:00 a.m.–11:15 a.m. Roundtables Private Event by Terrace Level Pre-function Area, Wrap up and State Bar Invitation Only Terrace Level Adjourn 10:45 a.m.–11:45 a.m. Roundtables Jasmine, Terrace 7:00 p.m.–10:00 p.m. Track Sessions Hibiscus A/B, 1:30 p.m.–2:30 p.m. Level MBC Executive Workshop 1A Terrace Level Track Sessions Committee Dinner Miami Lecture Metro Bar Workshop

(ticket required) Hall, 3rd Floor Roundtables Session 5B NCBF Private Event by Workshop 2A Brickell North/ Pearson I/II, 3rd Invitation Only Hibiscus A/B, Center, Terrace Floor 7:45 a.m.–11:00 a.m. Terrace Level Level NABE/NCBP/ 2:30 p.m.–4:00 p.m. Specialty Bar Workshop 3A NCBF Plenary NCBF Registration NCBF Roundtables Orchid B/C/D, Pearson I/II, 3rd Upper Terrace Level Brickell South, Promenade, 7:00 a.m.–6:00 p.m. Floor Terrace Level NABE/NCBP/ Workshop 4A Terrace Level Brickell North/ 4:00 p.m.–5:00 p.m. NCBF Registration 5:30 p.m.–7:00 p.m. Center, Terrace BYOB (buy your 8:00 a.m.–9:30 a.m. Upper Promenade, NCBP/NABE/NCBF own beverage) Breakfast Level At-A-Glance Terrace Level Joint Reception Workshop 5A Hospitality and NCBF Closed from 12:50 River Walk, Terrace Pearson I/II, 3rd (optional) Excellence Award p.m.–1:50 p.m. Level Floor Pure Verde Lounge, Presentation Ibis, 3rd Floor 2:30 p.m.–4:30 p.m. Hyatt Regency 11:45 a.m.–1:10 p.m. NCBF Board of Miami, Miami, FL NCBP/NABE/ NCBF 9:30 a.m.–11:00 a.m. Directors Meeting NCBF Plenary NCBF Joint 5:30 p.m.–7:00 p.m. Gautier, 3rd Floor 7:45 a.m.–5:00 p.m. Luncheon, Sponsor NCBP/NABE/NCBF Ibis, 3rd Floor NABE/NCBP/ 5:00 p.m.–6:30 p.m. Introductions and Joint Reception NCBF Registration 11:00 a.m.–11:30 a.m. NCBP Welcome Plenary (separate ticket Upper Promenade, “Grab Bag Reception Monroe/Tuttle, required) Terrace Level Giveaway:” Share Jasmine, Terrace Terrace Level River Walk, Terrace Closed from 12:00 Your Swag and Level Level Your Ideas! 1:10 p.m.–1:30 p.m. p.m.–1:00 p.m. Ibis, 3rd Floor 7:00 p.m.–9:00 p.m. Sponsorship Break 8:45 a.m.–9:00 a.m. NCBF Dinner Pre-function Area, Welcome and 11:30 a.m. (ticket required) Terrace Level Introductions The Final Word Batch Gastropub Ibis, 3rd Floor 1:30 p.m.–2:30 p.m. Monroe/Tuttle, 30 SW 12th Street, Track Sessions Terrace Level Miami, FL Workshop 1B 9:00 a.m.–10:15 a.m. Miami Lecture Friday Morning Hall, 3rd Floor Plenary Workshop 2B Monroe/Tuttle, Hibiscus A/B, Terrace Level Terrace Level

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 5 NABE SPONSORS Thank you to our sponsors for their generous support of the 2017 Midyear Meeting. Visit our sponsors in the Pre-function Area, Terrace Level during the NABE Sponsor Networking Breaks on Wednesday, February 1, 2017, from 9:30 a.m.–10:00 a.m. and 2:45 p.m.–3:15 p.m. and on Thursday, February 2, 2017, from 10:30 a.m.–11:00 a.m.

PLATINUM CloudLaw, Inc./ BRONZE LexisNexis ZeekBeek ABA Retirement Afsoon Kahtibloo- Robert Aicher, Chief Funds Program McClellan, JD, Director Executive Officer Michael Moniz, Global Associations 3588 Veterans Drive, Suite 1 Vice President, Divisional 9443 Springboro Pike Traverse City, MI 49684 Sales Director Miamisburg, OH 45342 (917) 951-9335 P.O. Box 5142 (937) 247-8124 [email protected] Boston, MA 02206 afsoon.mcclellan@ www.zeekbeek.com (508) 517-9550 lexisnexis.com Thursday General Breakfast michael.moniz@ www.lexisnexis.com abaretirement.com Thursday Lunch Legal Services Link, www.abaretirement.com LLC GOLD Matthew Horn, Founder Confirmation.com 222 Merchandise Mart Plaza, Payton Baran, Manager of LawPay Suite 1212 Amy Porter, Business Development for Chicago, IL 60654 Chief Executive Officer Legal Confirmations (847) 404-9449 3700 N. Capital of Texas 214 Centerview Drive, mhorn@legalserviceslink. Highway, Suite 420 Suite 265 com Austin, TX 78746 Brentwood, TN 37027 www.legalserviceslink.com (866) 376-0950 (615) 921-5927 Wednesday General Lunch [email protected] payton.baran@confirmation. www.lawpay.com com Wednesday Night Party YourMembership www.confirmation.com JP Guilbault, CEO + President SILVER InReach Continuing 9620 Executive Center Drive Education Solutions Abila North, Suite 200 Neil Ashizawa, President and Howard Pollock, Vice St. Petersburg, FL 33702 Chief Executive Officer President, Enterprise Sales (727) 827-0046 5700 South Mopac 10800 Pecan Park Boulevard, contactus@yourmembership. Expressway Suite 400 com Austin, TX 78749 Austin, TX 78750 www.yourmembership.com (512) 904-1829 (703) 506-7039 NABE Website [email protected] [email protected] www.inreachce.com www.abila.com Tuesday Welcome Reception

6 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI Lexology MemberCentral Darran Clarke, Manager, James Treadway, National Association and Corporate Director of Sales Partnerships 5113 Southwest Parkway New Hibernia House, Austin, TX 78735 Winchester Walk (512) 684-8019 London, UK SE1 9AG jtreadway@membercentral. 44 (207) 234-0606 com [email protected] www.membercentral.com www.lexology.com National Purchasing Member Benefits Partners Nick Trefry, Chief Operating Abby Keys, Strategic Account Officer Manager 7645 Gate Parkway, Suite 101 1100 Olive Way, Suite 1020 Jacksonville, FL 32256 Seattle, WA 98101 (800) 282-8626 (206) 494-4546 [email protected] [email protected] www.memberbenefits.com www.mynpp.com

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 7 2017 NABE MIDYEAR MEETING Welcome to sunny Miami. This year’s Midyear Meeting theme isAre We There Yet? How to Get to Where We Are Growing, and features a variety of program sessions that are sure to steer you in the right direction.

Tuesday, January 31, 2017 time attendees are invited to enjoy some great conversation and delightful cuisine at Marion, 11:00 a.m.–3:00 p.m. a charming café with a brasserie feel, serving NABE Board of Directors dishes inspired by the south of France. Please Meeting gather at the front entrance of the Hyatt Re- Orchid A, Terrace Level gency to meet groups cabbing or walking to the venue. Advance reservation is required to 3:00 p.m.–6:00 p.m. attend this event. NABE/NCBP/NCBF Joint Registration Wednesday, February 1, 2017 Upper Promenade, Terrace Level 7:00 a.m.–4:30 p.m. 3:30 p.m.–5:00 p.m. NABE/NCBP/NCBF Joint NABE Communications Section Registration Executive Council Meeting Upper Promenade, Terrace Level Gardenia C, Terrace Level Closed from 12:00 p.m.–1:00 p.m.

4:00 p.m.–5:00 p.m. 7:15 a.m.–8:30 a.m. Orientation for NABE First-time NABE Welcome Breakfast, First- Attendees time Attendee and Sponsor Jasmine, Terrace Level Introductions Monroe/Tuttle, Terrace Level 5:00 p.m.–6:00 p.m. Begin your day with breakfast and an oppor- NABE Welcome Reception tunity to visit with your colleagues. First-time Orchid B/C/D, Terrace Level meeting attendees will be announced, and our Come meet your colleagues, speakers, spon- city/state hosts will welcome us to Miami be- sors and other early arrivals at the NABE Wel- fore we transfer to the opening session. come Reception. Enjoy light reception fare be- SPEAKERS fore heading out to dinner on your own. Zoe W . Linza, St. Louis, MO, Executive Direc- Sponsored by Abila tor, of Metropolitan St. Louis and NABE President 6:30 p.m.–9:00 p.m. John F . Harkness, Tallahassee, FL, Executive NABE First-time Attendees’ Director, Event Kenneth Goldsmith, Washington, D.C., Se- Marion, 1111 SW 1st Ave., Miami, FL nior Legislative Counsel and Director for State Are you attending the NABE meeting for the Legislation, ABA Governmental Affairs Office first time? Then don’t miss this event. All first- and NABE Membership Committee Chair

8 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI John (Bo) Landrum, Birmingham, AL, Ex- 9:30 a.m.–10:00 a.m. ecutive Director, Birmingham Bar Association Sponsor Networking Break and NABE Sponsorship Committee Chair Pre-function Area, Terrace Level Take a quick break to visit with our sponsors. 8:30 a.m.–8:45 a.m. Learn about their services, and enter to win Transfer Break great prizes at the tables of sponsors partici- pating in the raffle. Two prize drawings will 8:45 a.m.–9:30 a.m. be held during the meeting—one at the end of Plenary Session—Foundations the Wednesday afternoon sponsor break, and for Practice: Educating and one at the end of the Thursday morning break. Supporting the Whole Lawyer You must be in attendance to win and claim Brickell/Flagler, Terrace Level your prize. Today, bar leaders are faced with an ever- changing marketplace. Members expect value 10:00 a.m.–11:00 a.m. for their membership and their bar asso- Plenary Session—Putting the ciations to provide real answers to their real Foundations for Practice into problems. We’ve known change is coming, Practice and that we must be nimble and adaptive to Brickell/Flagler, Terrace Level this wave of change. Well, that change is here, In the opening plenary session, Alli Gerk- and it is real, and it will impact what we face man told us about the national findings from daily. In this new environment, how do we ad- the landmark study Foundations for Practice. dress the needs of our members? What can Now, join Alli as we dive deeper and find ways we do to increase the value we provide our our bar associations can use the data from members as well as this very real change? Join the study to provide tangible benefits to our Alli Gerkman as she presents an eye-opening members. This workshop will be a hands-on report, Foundations for Practice, which pro- session in which you’ll have the chance to turn vides insight into what lawyers and law firms real answers from real attorneys about real will need to be competitive now and into the needs into real programs and benefits. foreseeable future. Alli will outline how bar as- FACILITATOR sociations can play a unique role in addressing Alli Gerkman, Denver, CO, Director, Educat- these needs for our members and how we can ing Tomorrow’s Lawyers, Institute for the Ad- continue to provide meaningful value and real vancement of the American Legal System solutions. Don’t miss this opportunity to get a glimpse of the future of the legal profession 11:15 a.m.–12:15 p.m. and why bar associations still will matter to Concurrent Track Sessions their members. INTRODUCTION Track 1A—The Ins and John F . Phelps, Phoenix, AZ, Chief Executive Outs and Ups and Downs of Officer, and NABE Pro- Membership Auto Renewal gram Committee Interim Co-Chair Orchid B/C/D, Terrace Level SPEAKER Have you been thinking about offering Alli Gerkman, Denver, CO, Director, Educat- members auto renewal of their association ing Tomorrow’s Lawyers, Institute for the Ad- membership dues? What is involved? How vancement of the American Legal System long does it take to set up the process?

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 9 How does it work with membership soft- Jayne Reardon, Chicago, IL, Executive ware? How do you market the plan to your Director, Illinois Supreme Court Commis- members? What are the pros of auto re- sion on Professionalism newal? What are the ramifications? Learn from bar associations that offer this service Track 1C—With Security and what it took to get them there. and Justice for All: Securing MODERATOR the Work of the Bar without Julia Baldini, Christiansted, Virgin Is- Barring Access to Justice lands, Executive Director, Virgin Islands Jasmine, Terrace Level Bar Association The legal profession is inextricably bound SPEAKERS to disputes, disagreement and conflict, Kevin M . Cousins, Tulsa, OK, Executive and bar associations must juxtapose the Director, Tulsa County Bar Association need to keep facilities, activities and per- Liz Neeley, Lincoln, NE, Executive Direc- sonnel safe with the need to remain open tor, Nebraska and accessible to members and the public. Marc R . Staenberg, Beverly Hills, CA, So how do we secure the work of the bar Chief Executive Officer, Beverly Hills Bar without barring access to justice? This ses- Association sion will explore the topic of security from three angles: our courts, our bar offices Track 1B—Mindful Lawyer, and our events. Mindful Bar SPEAKERS Hibiscus A/B, Terrace Level Zoe W . Linza, St. Louis, MO, Executive Mindfulness has become top-of-mind for Director, Bar Association of Metropolitan many people, including your members. St. Louis and NABE President Even as work-life balance, meditation, and John F . Phelps, Phoenix, AZ, Chief Ex- increased fulfillment and satisfaction have ecutive Officer, State Bar of Arizona and become a more central part of a profession- NABE Program Committee Interim Co- al’s goals, those aspirations may seem harder Chair than ever to achieve. Our panelists have Hon . Bertila Soto, Miami, FL, Chief learned through law and life experience how Judge, Circuit Family Division, Eleventh challenging incorporating practices such as Judicial Circuit Court of Florida self-care and mindfulness can be, but they have also discovered the many wonderful 12:15 p.m.–1:30 p.m. benefits of these practices, including more General Lunch joy and satisfaction. During this session Monroe/Tuttle, Terrace Level they will talk about the importance of mind- Sponsored by Legal Services Link, LLC fulness for the attorney. They also will offer practical tips and next steps to create robust 12:15 p.m.–1:30 p.m. mindfulness programs at your bar. Lunch and Discussion for SPEAKERS Associate, Assistant and Deputy Jeena Cho, San Francisco, CA, Lawyer, Executive Directors Author and Mindfulness Instructor, JC Merrick II, 3rd Floor Law Group PC Share the rewards and challenges of serving

10 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI as the second in command at your associa- Track 2B—Seven Self- tion over lunch with individuals who wear the Destructive Things People same hat. Do When They Attempt Professional Development 1:45 p.m.–2:45 p.m. Training Concurrent Track Sessions Hibiscus A/B, Terrace Level Professional development is identified as a Track 2A—Goldilocks and the key component of employee engagement. Membership Benefit…How What should your bar association be doing Many Benefits are Just Right to facilitate this for your staff? Are there for Your Bar Association? best practices? What has worked? What Orchid B/C/D, Terrace Level has failed and why? Find out more during Member benefit programs eat up staff time this session. and precious marketing space. Just like SPEAKER Goldie Locks and her many choices, bar Roger Kaufman, Ph .D ,. Tallahassee, FL, associations often have to make choices Professor Emeritus, Florida State University on how many benefit programs to manage and how frequently to market them. How Track 2C—Developing Surveys exactly are bars making the most of these that Tell You What Your non-dues revenue generators? Executive Members Want directors and marketing/membership di- Jasmine, Terrace Level rectors from bars of all sizes will discuss Does the world of surveying your mem- the selection process, contracts, marketing bers seem daunting to you? If yes, please ideas, and more. After a panel discussion, join us for a workshop that will provide the audience will be asked to share their both an academic and bar executive per- member benefit success stories (or fail- spective of surveying. Anne Vrooman will ures) as we try to answer that all important lay the foundation for using surveys to question…how many benefits is just right? glean useful information from your mem- SPEAKERS bers followed by Professor Rayburn, who Heather Folker, Denver, CO, Director of will discuss writing survey questions, rep- Communications and Marketing, Colo- resentativeness of surveys, and the mean- rado Bar Association ing of response rates and using the results. Terry Hill, Tallahassee, FL, Division Di- The bonus is the ample opportunity to rector, Programs Division, The Florida Bar ask those specific questions about surveys Paula Portner, New Brunswick, NJ, Senior which may be nagging you. Managing Director, Membership and New SPEAKERS Business Development, New Jersey State Jay Rayburn, APR, CPRC, Ph.D., Talla- Bar Association hassee, FL, Fellow PRSA, Director, Com- Catherine Sanders Reach, Chicago, IL, munications Research Center, School of Director of Law Practice Management & Communications, Florida State University Technology, The Chicago Bar Association Anne Vrooman, Lansing, MI, Director of Research and Development,

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 11 2:45 p.m.–3:15 p.m. Thursday, February 2, 2017 Sponsor Networking Break Pre-function Area, Terrace Level 7:00 a.m.–6:00 p.m. Don’t miss your second chance to visit with NABE/NCBP/NCBF Joint our sponsors to learn about their services. The Registration first sponsor raffle prize drawing will be held Upper Promenade, Terrace Level during this break and winners must be in at- Closed from 12:50 p.m.–1:50 p.m. tendance to claim their prize. If you haven’t entered to the raffle yet, now is your chance 8:15 a.m.–9:15 a.m. to visit the tables of participating sponsors to General and Section Breakfasts enter to win. The final prize drawing will be held at the end of the Thursday sponsor break. General Breakfast Monroe/Tuttle, Terrace Level 3:15 p.m.–4:40 p.m. Sponsored by CloudLaw, Inc./ZeekBeek Chat Circles Brickell/Flagler, Terrace Level Administration & Finance Did you enjoy the sessions that you attended Section Breakfast at today’s meeting, but wanted to dig deeper Pearson I/II, 3rd Floor into what was presented? At this chat session, speakers and facilitators from each of the ses- Communications Section sions will be on hand to talk about the take- Breakfast aways and stimulate discussion for next steps. Merrick I, 3rd Floor Tables will be divided by bar size and session topics. Don’t let those notes you took wallow 9:15 a.m.–9:30 a.m. away in your travel file, make them actionable Transfer Break ideas with your peers! FACILITATORS 9:30 a.m.–10:30 a.m. Kevin M . Cousins, Tulsa, OK, Executive Di- Plenary Session—The “How” of rector, Tulsa County Bar Association “What” You Say Whitney von Haam, Cary, North Carolina, Brickell/Flagler, Terrace Level Executive Director, Wake County Bar Asso- Declining membership, lawyers and men- ciation 10th Judicial District Bar and NABE tal health, declining law school applications, Program Committee Vice Chair tough market for law school graduates, and Jill Snitcher McQuain, Columbus, OH, Ex- bench-bar relations—the issues are endless! ecutive Director, Columbus Bar Association Whether it’s good news or bad, it’s not just what you say, it’s how you say it. How you 6:30 p.m.–8:30 p.m. communicate with all stakeholders from bar NABE Wednesday Night association staff, to the community at large, is Networking Event just as, if not more, important. The first por- Orchid B/C/D, Terrace Level tion of this plenary is about what you say, Unwind from today’s sessions with light recep- understanding the needs of the various stake- tion fare, beverages, music and, of course, net- holders (which very much differ from staff working with your colleagues from near and far. and board) and creating messages that are Sponsored by LawPay short, succinct and memorable. The second

12 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI portion of this plenary will focus on how to main poorly represented in leadership lev- deliver those messages. els across the profession. In law firms and SPEAKERS corporate legal departments, in academia, Thom Fladung, Cleveland, OH, Vice Presi- on the bench and in our legislatures, de- dent, Hennes Communications spite some well-intentioned efforts toward Bruce Hennes, Cleveland, OH, Managing greater gender diversity and equality, little Partner, Hennes Communications meaningful progress has been made to im- prove the stature of women in the law. Bar 10:30 a.m.–11:00 a.m. associations are not immune to the effects, Sponsor Networking Break with women attorneys leaving the profes- Pre-function Area, Terrace Level sion and our associations in greater num- Take a break from the morning plenary ses- bers than men. Recent studies confirm the sion to meet with sponsors one last time. The complex nature of the problem and the final raffle prize drawing will be held at the challenges for the profession as a whole. end of this break. You must be in attendance The Florida Bar’s 2015Young Lawyers Di- to claim your prize. vision survey revealed that a great deal of gender bias still exists in the profession. 11:00 a.m.–12:00 p.m. Nationwide, that bias has been addressed Concurrent Track Sessions and discussed in a variety of ways in the past year. Join us as we discuss the system- Track 3A—Creating Your Own ic barriers to progress for women in law Message and what we as bar associations are doing Orchid B/C/D, Terrace Level and can do to help achieve greater gender In this session, our speakers from the equality in the legal profession. morning plenary will provide the oppor- MODERATOR tunity for you to create your own messages Alysia M . Keating, Esq ,. Pittsburgh, PA, and gain a better understanding of exactly Director of Diversity and Gender Equal- what works and what doesn’t. Then, we’ll ity, Allegheny County Bar Association and combine the “what” and the “how” in a re- NABE Diversity Committee Chair al-life setting, while facing an interviewer! SPEAKERS SPEAKERS Michele Coleman Mayes, Esq , . New Thom Fladung, Cleveland, OH, Vice Pres- York, NY, General Counsel, The New York ident, Hennes Communications Public Library and ABA Commission on Bruce Hennes, Cleveland, OH, Managing Women in the Profession Chair Partner, Hennes Communications Rhianna Maras, San Diego, CA, Director of Programming, Lawyers Club of San Di- Track 3B—Gender Equality… ego It’s Complicated William (Bill) J . Schifino, Jr ., Esq ,. Tam- Hibiscus A/B, Terrace Level pa, FL, Managing Partner, Burr & Fore- For more than two decades, women and man LLP and The Florida Bar President men have been graduating from law school Co-Sponsored by the NABE Diversity Com- in almost equal numbers, yet women re- mittee

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 13 Track 3C—Earn More, Stress Less, Be Awesome: 6 Simple Strategies to Improve Your Life Jasmine, Terrace Level Yes! You really can increase your effective- ness, decrease your stress, and get more done in less time. This interactive pre- sentation focuses on strategies that you can put to work right now to help you do just that. Lawyers are in the business of transformation. Every day, lawyers help to change their clients’ lives for the better. Bar executives are also in the business of transformation. Every day bar executives and their associations help to change their members’ lives for the better. But all too often, you can lose sight of this reality and get caught up in the crazy, busy day-to-day work life. This presentation will provide tools to help you take control of your life and serve your members better than ever. SPEAKER Nora Riva Bergman, J .D ., Tarpon Springs, FL, Law Firm Business Coach, Real Life Practice

12:00 p.m.–1:30 p.m. NABE Luncheon and Business Meeting Monroe/Tuttle, Terrace Level Sponsored by LexisNexis

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

14 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NABE BOARD OF DIRECTORS, ABA HOUSE DELEGATE, AND PROGRAM COMMITTEE

NABE 2016-2017 Board of Directors

President Local Bar Directors Zoe W . Linza, Bar Association of Metropoli- Julie Armstrong, Indianapolis Bar Associa- tan St. Louis tion Jenna Grubb, Toledo Bar Association President-Elect Robert E . Craghead, Illinois State Bar As- Directors-at-Large sociation Ellen Miller-Sharp, San Diego County Bar Association Vice President Marc R . Staenberg, Beverly Hills Bar As- Karen Hutchins, sociation & Foundation

Secretary ABA House Delegate Loretta Larsen, Louisiana State Bar Associa- Allan Ramsaur, Tennessee Bar Association tion NABE Liaisons Treasurer Pamela E . Robinson, ABA Division for Bar Francis J . O’Rourke, Pennsylvania Bar As- Services sociation Rebecca L . Green-Jablonsky, ABA Division for Bar Services Immediate Past President Nancy Roberson, Mecklenburg County Bar NABE Finance and Business Administrator Tondanisha Tomlinson, ABA Division for State Bar Directors Bar Services Wanda Calvin Claiborne, Maryland State Bar Association NABE Member Services Coordinator Terry L . Hill, The Florida Bar Nora Warens, ABA Division for Bar Services

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 15 NABE 2017 Midyear Meeting Program Committee

Immediate Past and Interim Chair Ex Officio Members John Phelps, State Bar of Arizona Jack Harkness, The Florida Bar

Vice Chair Board Liaison Whitney von Haam, Wake County Bar/10th Robert Craghead, Illinois State Bar Associa- Judicial District Bar tion

Members Staff Liaison Terri Bryant, Atlanta Bar Association Rebecca Green-Jablonsky, ABA Division for Lisa Deane, State Bar of Arizona Bar Services Carol Madeja, The John Meyers, Kevin M . Cousins, Tulsa County Bar As- sociation Sharon Nolan, The Chicago Bar Association Lorrie Trogden, Arkansas Bar Association Angela Weston, Maine State Bar Association Tim Eigo, State Bar of Arizona Crista Hogan, Springfield Metropolitan Bar Association Jill Snitcher McQuain, Columbus Bar As- sociation Jordan Yochim,

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

16 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NABE COMMITTEE & SECTION LEADERSHIP

NABE Committees

Audit Scholarship Steven Laine, Chair, Mahmood Sheikh, Chair, Julia Baldini, Vice Chair, Virgin Islands Bar Stacy King, Vice Chair, Federal Bar Associa- Association tion

ByLaws Small Bar Tony Weiler, Chair, State Bar Association of Crista Hogan, Chair, Springfield Metropoli- North Dakota tan Bar Association Yvonne McGhee, Vice Chair, The Virginia Liz Simcox, Vice Chair, Dauphin County Bar Bar Association Association

Chief Staff Executive Sponsorship Vickie Schatz, Chair, Kansas City Metropoli- Bo Landrum, Chair, Birmingham Bar As- tan Bar Association sociation Mary Augsburger, Vice Chair, Ohio State Bar Susan Jacobs, Vice Chair, Indiana State Bar Association Association

Diversity Development Surveys Alysia Keating, Chair, Allegheny County Bar Liz Neeley, Chair, Nebraska State Bar As- Association sociation Hinda Carbon, Vice Chair, Clearwater Bar Association Webinar Dan Barnett, Chair, Bar Association of Met- Elections ropolitan St. Louis Tom Pyrz, Chair, Indiana State Bar Associa- Mark Mathewson, Vice Chair, Illinois State tion Bar Association Kevin M . Cousins, Vice Chair, Tulsa County Bar Association Website/Knowledge Management Jim Calloway, Chair, Oklahoma Bar Associa- Membership tion Kenneth Goldsmith, Chair, American Bar Mark Tarasiewicz, Vice Chair, Philadelphia Association Bar Association Chris Manos, Vice Chair, State Bar of Mon- tana

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 17 NABE Sections

Section on Administration & Finance Section on Governmental Relations Angela P . Weston, Chair, Maine State Bar Shawn Holahan, Chair, Louisiana State Bar Association Association Steven E . Laine, Chair-elect, State Bar of Todd Book, Chair-elect, Ohio State Bar As- Georgia sociation

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

18 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NABE PAST PRESIDENTS

1941-1943 Emma E . Dillon, Trenton, NJ* 1973-1974 Edward P . Smith, Providence, RI* 1943-1944 J .L .W . Henney, Columbus, OH* 1974-1975 Kay M . Runyon, Minneapolis, 1944-1946 Leland M . Cummings, Salt Lake MN City, UT* 1975-1976 Eldon L . Husted, Phoenix, AZ 1946-1947 John Mcl . Smith, Harrisburg, PA* 1976-1977 John H . Dickason, Springfield, IL* 1947-1949 George H . Turner, Lincoln, NE* 1977-1978 James I . Smith III, Pittsburgh, 1949-1950 Milton E . Bachman, Lansing, MI* PA* 1950-1951 William J . Park, Austin, TX* 1978-1979 Reginald T . Hamner, Montgom- 1951-1952 Philip S . Habermann, Madison, ery, AL WI* 1979-1980 Peter P . Roper, Harrisburg, PA 1952-1953 John E . Berry, Albany, NY* 1980-1981 Jack Lyle, Indianapolis, IN* 1953-1954 Joseph B . Miller, Columbus, OH* 1981-1981 G . Edward Friar, Seattle, WA* 1954-1955 Amos M . Pinkerton, Springfield, 1981-1983 Robert N . Durant, Columbia, SC* IL* 1983-1984 Nan Wilder, Phoenix, AZ 1955-1956 William E . Pool, Austin, TX* 1984-1985 William J . Smith, Jr ,. Baltimore, 1956-1957 Emma E . Dillon, Trenton, NJ* MD 1957-1958 Donald S . Molen, Denver, CO 1985-1986 Dalton W . Menhall, Trenton, NJ 1958-1959 John W . Shuart, Topeka, KS* 1986-1987 Celene Greene, Lake Oswego, OR 1959-1960 Joseph M . Larimer, Chicago, IL* 1987-1988 Bobbie Lou Nailling-Files, Kan- 1960-1961 Kenneth Harris, Oklahoma City, sas City, MO* OK* 1988-1989 William J . Carroll, Albany, NY 1961-1962 Wade F . Baker, Jefferson City, 1989-1990 Terrence M . Murphy, Chicago, IL MO* 1990-1991 Edward M . Bonney, Augusta, ME 1962-1963 Henry H . Harned, Frankfort, KY* 1991-1992 John F . Harkness, Jr ,. Tallahas- 1963-1964 Thomas C . Meyers, Minneapolis, see, FL MN* 1992-1993 Theodore Stellwag, Harrisburg, 1964-1965 John H . Holloway, Portland, OR* PA* 1965-1966 R . Leland Hamilton, St. Louis, 1993-1994 Paul V . Carlin, Baltimore, MD MO* 1994-1995 Nancy A . Galloway, West Bloom- 1966-1967 Alice O’Leary Ralls, Seattle, WA* field, MI 1967-1968 Marshall R . Cassedy, Tallahassee, 1995-1996 Bruce Hamilton, Phoenix, AZ FL* 1996-1997 Dennis P . Harwick, Seattle, WA 1968-1969 Stanley L . Johnson, Los Angeles, 1997-1998 Keith A . Birkes, Jefferson City, CA* MO 1969-1970 Alfred C . Schultz, Bismarck, ND* 1998-1999 Katherine S . Bifaro, Buffalo, NY 1970-1971 Madrid Williams, Macon, GA* 1999-2000 Gilbert R . Campbell, Jr ,. Nash- 1971-1972 Fredrick H . Bolton, Harrisburg, ville, TN PA* 2000-2001 Betty J . Braden, Madison, WI 1972-1973 Francis J . Bolduc, Trenton, NJ 2001-2002 Diane O’Steen, Atlanta, GA

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 19 2002-2003 Thomas R . Tinder, Charleston, 2010-2011 Carolyn Breen Witt, New Haven, WV CT* 2003-2004 Thomas A . Pyrz, Indianapolis, IN 2011-2012 Dana J . Collier Smith, Denver, 2004-2005 Anne Fritz, Memphis, TN CO 2005-2006 Thomas Edmonds, Richmond, 2012-2013 Yvonne C . McGhee, Fairfax, VA VA 2013-2014 David A . Blaner, Pittsburgh, PA 2006-2007 Allan Head, Cary, NC 2014-2015 George C . Brown, Madison, WI 2007-2008 Evelyn Albert, Lancaster, PA 2015-2016 Nancy M . Roberson, Charlotte, 2008-2009 Rodney Wegener, Tigard, OR NC 2009-2010 Jack Lockridge, Arlington, VA *Deceased

20 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NABE AWARD RECIPIENTS

NABE Bolton Award for Outstanding Bar Leadership

1978 Wade F . Baker, Missouri 1999 Kenneth Klein, Missouri* 1979 Marshall Cassedy, Florida* 2000 Elizabeth C . Price, Pennsylvania* 1980 Lois M . Mcilroy, Oklahoma 2001 Beth Keigher, New York 1981 Reginald T . Hamner, Alabama 2002 Charles Turner, Colorado 1982 Joseph B . Miller, Ohio* 2003 Robert Craghead, Illinois 1983 John H . Dickason, Illinois 2004 Keith Birkes, Missouri 1984 Edward P . Smith, Rhode Island 2005 Sandra Cousins, Oklahoma 1985 E .A . “Wally” Richter, Missouri 2006 Denny L . Ramey, Ohio 1986 Peter P . Roper, Pennsylvania 2007 Thomas Edmonds, Virginia 1987 Alexander Lagusch, Ohio 2008 Thomas A . Pyrz, Indiana 1988 Jack Lyle, Indiana* 2009 Robert S . Wells, South Carolina 1989 Katherine S . Bifaro, New York 2010 Allan B . Head, North Carolina 1990 JoAnna Moreland, Texas 2011 Larry Houchins, Mississippi 1991 Marcia Poell Holston, Kansas 2012 Jack Lockridge, Virginia 1992 Tom Brady, Ohio 2013 William Weisenberg, Ohio 1993 Edward M . Bonney, Maine 2014 Evelyn Albert, Pennsylvania 1994 Bobbie Lou Nailling-Files, Missouri* 2015 Roseanne Lucianek, Illinois 1995 Theodore Stellwag, Pennsylvania* 2016 John C . Norwine, Ohio 1996 Paul V . Carlin, Maryland 1997 William J . Carroll, New York *Deceased 1998 Diane O’Steen, Georgia

NABE President’s Award

2001 John C . Norwine, Cincinnati Bar 2007 Dana Collier Smith, Colorado Bar Association Association 2002 Rod Wegener, 2008 Pamela Robinson, ABA Division for 2003 Division for Bar Services Staff, Bar Services American Bar Association 2008 Patricia Yevics, Maryland State Bar 2004 Susan Jacobs, Indiana State Bar Association 2004 Helen McDonald, Rhode Island Bar 2009 Yvonne McGhee, Fairfax Bar Association Association 2005 Susan Andres, 2010 Sam Clinch, Nebraska State Bar 2006 Toby Brown, Association 2006 Stuart Forsyth, Los Angeles County 2010 Susan Jacobs, Indiana State Bar Bar Association Association

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 21 2011 David Bohm, North Carolina Bar 2014 Kevin Ryan, Vermont Bar Association Association 2015 Paula Littlewood, Washington State 2012 Anne Strickland, North Carolina Bar Bar Association Association 2016 John F . Phelps, State Bar of Arizona 2013 Carolyn B .Witt, New Haven County Bar Association* *Deceased

NABE Peer Excellence Award

2006 Yvonne McGhee, Fairfax Bar 2014 David Bohm, North Carolina Bar Association Association 2007 Toby Brown, Utah State Bar 2014 Sayre Happich Ribera, Bar Association 2009 Mark Mathewson, Illinois State Bar of San Francisco Association 2016 Alexa Giacomini, Illinois State Bar 2011 John Sirman, Association 2013 Kenneth Goldsmith, American Bar Association

22 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NCBP SPONSORS Thank you to our sponsors for their generous support of the 2017 Midyear Meeting. Visit our sponsors in the Pre-function Area, Terrace Level, during the NCBP Sponsor Networking Breaks on Friday, February 3, 2017, from 10:15 a.m.–10:45 a.m. and 1:10 p.m.–1:30 p.m.

PLATINUM SILVER McLane Middleton, LexisNexis ABA Retirement Professional Afsoon Khatibloo- Funds Program Association McClellan, JD, Michael Moniz, Vice Jennifer L . Parent, Director Global Associations President, Head of New Plan Director and Chair of 9443 Springboro Pike Acquisition and Strategic Litigation Department Miamisburg, OH 45342 Relationships 900 Elm Street, P.O. Box 326 (937) 247-8124 30 Braintree Hill Office Park Manchester, NH 03105 afsoon.mcclellan@ Braintree, MA 02766 (603) 628-1360 lexisnexis.com (508) 517-9550 New Hampshire: Manchester www.lexisnexis.com michael.moniz@ | Concord | Portsmouth abaretirement.com Massachusetts: Woburn | DIAMOND www.abaretirement.com Boston The Florida Bar [email protected] Legal Services Link www.mclane.com Rimkus Consulting Matthew W . Horn, Group, Inc. Founder and President PATRON Patrick Worsham, Vice 222 Merchandise Mart Plaza, Berger Singerman President, Suite 1212 Michael J . Higer, Strategic Accounts Chicago, IL 60654 1450 Brickell Avenue, Eight Greenway Plaza, Suite 500 Houston, TX 77046 (847) 404-9449 Suite 1900 (713) 621-3550 [email protected] Miami, FL 33131 [email protected] www.legalserviceslink.com (305) 755-9500 www.rimkus.com mhiger@bergersingerman. LAW FIRM com GOLD SPONSORSHIPS www.bergersingerman.com YourMembership BENEFACTOR JP Guilbault, CEO + President Baker, Donelson, Burr & Forman 9620 Executive Center Drive Bearman, Caldwell William J . Schifino Jr ,. North, Suite 200 & Berkowitz, PC Partner St. Petersburg, FL 33702 Jonathan Cole, Shareholder One Tampa City Center, (727) 827-0046 211 Commerce Street, Suite 800 Suite 3200 contactus@yourmembership. Nashville, TN 37201 201 North Franklin Street com (615) 726-7335 Tampa, FL 33602 www.yourmembership.com [email protected] [email protected] NCBP Website www.bakerdonelson.com www.burr.com

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 23 Carlton Fields Rosen, Rosen & PARTNER Gwynne A . Young, Hagood Butler Rubin Shareholder Alice F . Paylor, Attorney Saltarelli & Boyd 4221 West Boy Scout P.O. Box 893 LLP Boulevard, Suite 1000 Charleston, SC 29402 Daniel A . Cotter, Partner Tampa, FL 33607 (843) 577-6726 321 North Clark, Suite 400 (813) 229-4333 [email protected] Chicago, IL 60654 [email protected] www.rrhlawfirm.com (312) 259-4285 www.cfjblaw.com [email protected] Smith Correll, LLP www.butlerrubin.com Faegre Baker Daniels Mark L . Smith, Partner A . Scott Chinn, Partner 11766 Wilshire Boulevard, Gerard Fox Law PC 300 North Meridian Street, Suite 1670 John Rubiner, Partner Suite 2700 Los Angeles, CA 90025 1880 Century Park East, Indianapolis, Indiana 46204 (213) 443-6222 Suite 1410 (317) 237-1291 [email protected] Los Angeles, CA 90067 [email protected] www.smithcorrell.com (310) 441-0500 www.faegrebd.com [email protected] Stites & Harbison, www.gerardfoxlaw.com Gunster Law Firm PLLC Michael Freed, Shareholder Douglass Farnsley, Member Valentine Austriaco 225 Water Street, Suite 1750 400 West Market Street, Suite and Bueschel P.C. Jacksonville, FL 32202 1800 Aurora Abella-Austriaco, [email protected] Louisville, KY 40202 Shareholder www.gunster.com (502) 681-0426 105 West Adams, 35th floor Diversity Forum Sponsor [email protected] Chicago, IL 60603 www.stites.com (312) 288-8285 Haliczer, Pettis & [email protected] Schwamm Turner Padget www.vablawfirm.com Eugene K . Pettis, Co-Founder Graham & Laney, P.A. One Financial Plaza Lanneau Wm . Lambert, Jr ,. Seventh Floor, 100 SE 3rd Ave Shareholder Fort Lauderdale, FL 33394 1901 Main Street, Suite 1700 (954) 523-9922 Columbia SC 29201 [email protected] (803) 227-4248 www.hpslegal.com [email protected] www.turnerpadget.com

24 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI 2017 NCBP MIDYEAR MEETING Unless otherwise noted below, sessions and events will take place at the Hyatt Regency Miami, 400 SE Second Avenue, Miami, Florida, USA, 33131.

Thursday, February 2, 2017 1:00 p.m.–3:00 p.m. NCBP Executive Council Meeting 7:00 a.m.–6:00 p.m. Pearson I/II, 3rd Floor NABE/NCBP/NCBF Registration Upper Promenade, Terrace Level 2:00 p.m.–4:00 p.m. Registration will be closed from 12:50 p.m.– MBC Executive Committee 1:50 p.m. Meeting Azalea A/B, Terrace Level 7:30 a.m.–8:30 a.m. NCBP Finance & Investment 3:00 p.m.–4:00 p.m. Committee Meeting 1st Timers Orientation Azalea A/B, Terrace Level Flagler, Terrace Level If this is your first NCBP conference, then this 7:45 a.m.–8:30 a.m. is the event you want to attend. Hear what’s NCBP Sponsorship Committee happening at the 2017 NCBP Midyear Meet- Meeting ing and meet NCBP leaders to learn about the Gardenia A/B, Terrace Level organization and opportunities for active in- volvement. Get to know your colleagues in bar 8:30 a.m.–9:30 a.m. leadership positions across the country. NCBP Membership Committee SPEAKER Meeting Aurora Abella-Austriaco, Chicago, IL, Past Azalea A/B, Terrace Level President, The Chicago Bar Association and Member, NCBP Executive Council 9:30 a.m.–11:00 a.m. NCBP Communications 4:00 p.m.–5:00 p.m. Committee Meeting Pre-meeting Workshop—The Bar Gardenia A/B, Terrace Level Leader’s Essential Guide to Social Media (Optional Programming) 10:15 a.m.–11:00 a.m. Tuttle South, Terrace Level NCBP Diversity & Inclusion Whether you’re new to social media or just Committee Meeting looking to hone a few skills, this is the work- Azalea A/B, Terrace Level shop for you! We’ve all heard how essential social media can be. But diving in without a 11:00 a.m.–1:00 p.m. sense for what’s involved can be overwhelm- NCBP Program Committee ing, and building a network that provides Meeting real value takes both understanding and hard Gardenia A/B, Terrace Level work. With new social media platforms pop- ping up daily, it’s hard to know what’s a “must

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 25 have!” and what’s just another passing fad. Our 7:45 a.m.–5:00 p.m. panelists will educate, inform, and engage you NABE/NCBP/NCBF Registration in a hands-on help session aimed to get you on Upper Promenade, Terrace Level track with a platform that’s best for you. This Registration will be closed from 12:00 p.m.– mini crash course on the use of social media 1:00 p.m. to build awareness and establish your brand is not to be missed! 8:45 a.m.–9:00 a.m. SPEAKERS Welcome and Introductions Danny Aller, Tallahassee, FL, Public Infor- Monroe/Tuttle, Terrace Level mation Coordinator for Social Media, The NCBP President Jonathan Cole will welcome Florida Bar you to the NCBP and NCBF Midyear Meet- Robin L . Haynes, Spokane Valley, WA, Presi- ings. The opening plenary will follow. dent, Washington State Bar Association SPEAKERS Molly Kilmer Flood, Chicago, IL, Research Jonathan Cole, Nashville, TN, Past President, and Information Manager, American Bar As- The Nashville Bar Association and President, sociation National Conference of Bar Presidents Zoe W . Linza, St. Louis, MO, Executive Direc- 5:00 p.m.–6:30 p.m. tor, Bar Association of Metropolitan St. Louis NCBP Welcome Reception and President, National Association of Bar Jasmine, Terrace Level Executives Join NCBP for a welcome reception for all Lorrie K . Albert, Pittsburgh, PA, Associate NCBP, NABE Joint Meeting and NCBF regis- Executive Director, Allegheny County Bar trants. Come greet your bar colleagues before Foundation and President, National Confer- your evening plans in Miami. ence of Bar Foundations William J . Schifino, Jr ., Tampa, FL, President, 7:00 p.m.–10:00 p.m. The Florida Bar NCBP Executive Council and Council Alumni Dinner 9:00 a.m.–10:15 a.m. Private Event by Invitation Only Friday Morning Plenary— Sponsored by LexisNexis Building Bridges Across Deep Divides—Bar Leaders As Trusted 7:00 p.m.–10:00 p.m. Conveners In Troubled Times MBC Executive Committee Monroe/Tuttle, Terrace Level Dinner (ticket required) Every day, news outlets and social media ex- Private Event by Invitation Only pose deep community divisions—arising from police-involved shootings, immigration and religious differences, water rights disputes, Friday, February 3, 2017 etc.—that lurk below the surface, or erupt Enjoy a breakfast on your own. The opening with violent and lasting consequences. Each session will begin at 8:45 and will include cof- of us faces the same big question: What are fee, tea, and water. the roles of lawyers and the organized bar in addressing distrust, protecting rights, resolv- ing disputes and upholding the rule of law?

26 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI We will examine recent flash points and bar The first virtual law office was created over responses—what bars can do, have done and 20 years ago, but the practice is still a new should have done proactively, to keep and de- concept to many bar leaders. How do bars velop trust among diverse community stake- regulate law firms that don’t have “walls”? holders. We will share lessons learned, actions What models are out there for law firms to taken, plans in progress and communications work in this new technology? What is the tools that your unified, voluntary, state and bar’s role in training, educating and mentor- metropolitan bars need to know to improve, ing virtual lawyers who have a completely reform, monitor, and rebuild trust in the rule different orientation from the “traditional” of law in 21st century America. law firm? What are the career paths for vir- MODERATOR tual lawyers? This workshop will showcase Carl D . Smallwood, Columbus, OH, Past services bars can offer to members who are President, Columbus Bar Association and Past operating without walls. President, National Conference of Bar Presi- MODERATOR dents A . Scott Chinn, Indianapolis, IN, Past SPEAKERS President, Indianapolis Bar Association Dana Tippen Cutler, Kansas City, MO, Presi­ and Member, NCBP Executive Council dent, SPEAKERS Antoinette Barksdale, Miami, FL, Commu­ Chad E . Burton, Dayton, OH, CEO, Curo- nity Relations Service, U.S. Department of Legal Justice (Invited) Richard S . Granat, Palm Beach Gardens, Tom Battles, Miami, FL, Community Relations FL, CEO/Founder, DirectLaw, Inc. and Service, U.S. Department of Justice (Invited) Managing Partner, Granat Legal Services, Harold Franklin, Atlanta, GA, Immediate P.C. Past President, Atlanta Bar Association Natalie Kelly, Atlanta, GA, Director of Robin Wolpert, Minneapolis, MN, President, Law Practice Management Program, State Minnesota State Bar Association Bar of Georgia

10:15 a.m.–10:45 a.m. 2A: Membership—Is Your Bar Sponsorship Break Thriving, or Just Surviving? Pre-function Area, Terrace Level Hibiscus A/B, Terrace Level Take a refreshment break and learn about the Members are the lifeblood of the bar and products and services offered by our generous provide the passion, leadership, and hard sponsors. Don’t forget to leave your business work needed to fulfill the bar’s mission. card with vendors for a chance to win great Attracting new members and retaining raffle prizes! current ones are among the most impor- tant duties of a voluntary bar. But a thriv- 10:45 a.m.–11:45 a.m. ing membership doesn’t just happen; it Track Sessions— requires good planning and year-round attention from leaders like you. Through 1A: Technology—The Bar’s exploring programming successes from Role in Virtual Law other bars and facilitated discussion to Miami Lecture Hall, 3rd Floor assist brainstorming for your own, this

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 27 session will provide you with the tools to and the staff. That culture of respect begins not only retain your current members, but with each board member understanding bring in new members to keep your bar the particular skills they bring to the board thriving, not just surviving. table and appreciating the skills of the other MODERATOR board members and executive leadership. Amie Martinez, Lincoln, NE, Past Presi- Constantly cultivating and improving your dent, Nebraska State Bar Association and board is your key to success. Nora Riva Member, NCBP Executive Council Bergman will help you learn to separate the SPEAKERS duties between bar staff and bar leaders to Elizabeth Jamison, Alexandria, VA, Presi- make your bar successful. dent-Elect, Military Spouse JD Network SPEAKER Liz Neeley, Lincoln, NE, Executive Direc- Nora Riva Bergman, Tarpon Springs, FL, tor, Nebraska State Bar Association Certified Practice Advisor, Atticus and John J . Williams, Cincinnati, OH, Presi- Founder, Real Life Practice dent-Elect, The Cincinnati Bar 5A: What Donors Want, 3A: Building the Capacity of Part I—Establish Trust in your Bars—Crisis Communication: Organization: Use your Public Master Class Image to Attract Support for Orchid B/C/D, Terrace Level your Cause We heard in the Friday Morning Plenary Pearson I/II, 3rd Floor about flash points in the community and Wondering how to turn one-time donors how a bar can react. Are you prepared into long-term investors in your cause? for this? What happens if a crisis impacts This conversion happens when donors un- your bar association? Bruce M. Hennes, derstand your organization’s dream, and a specialist in crisis communication and what you need to make that vision happen. renowned ABA Bar Leadership Institute Learn how to take a coordinated approach speaker, joins us for an in-depth discus- to your public image, starting with your vi- sion of crisis communication techniques. sion and mission, and incorporating your SPEAKER public documents, like the 990. Whether Bruce M . Hennes, Cleveland, OH, Man- you fill a seat on the Bar Foundation board aging Partner, Hennes Communications or serve as its Executive Director, learn how donors and validators like Charity 4A: MBC—Essential Board Navigator and the BBB Wise Giving Alli- Leadership—The Partnership ance use the 990 to evaluate performance, Between the Board and and how to implement the best business Executive Staff practices to attract sustainable investment. Brickell North/Center, Terrace Level SPEAKERS The best bar association boards are those Richard Neustedter, Miami Beach, FL, that work together with each other and the Partner, Non-profit Financial Specialists executive leadership to constantly improve Barbara O’Reilly, CFRE, Herndon, VA, the association. The most effective boards Principal, Windmill Hill Consulting, LLC create a culture of respect for each other

28 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI 11:45 a.m.–1:10 p.m. lawyers to understand technology and take NCBP/NABE/NCBF Joint affirmative steps to protect their clients’ -in Luncheon, Sponsor Introductions formation security. This session will high- and Plenary—Addressing Crises light some of the RPC changes, analyze Through Mindfulness various scenarios, and provide practical Monroe/Tuttle, Terrace Level ways bar associations can provide invalu- From reducing anxiety to improving commu- able training and resources for their mem- nication with bars and communities in crisis, bers. We will specifically address Florida’s this panel will show that subtle shifts in how requirement that lawyers take technology- you think about challenges, small and large, related CLE. can improve outcomes. MODERATOR MODERATOR Fredric S . Ury, Fairfield, CT, Past Presi- Patrick Palace, Tacoma, WA, Past President, dent, Connecticut Bar Association and Washington State Bar Association Past President, NCBP SPEAKERS SPEAKERS Chris M . McAliley, Miami, FL, United States Daniel A . Cotter, Chicago, IL, Past Presi- Magistrate Judge, United States Courts dent, The Chicago Bar Association and Scott L . Rogers, Miami, FL, Lecturer in Law & Member, NCBP Executive Council Director, Mindfulness in Law Program, Uni- Andrew Perlman, Boston, MA, Dean and versity of Miami School of Law Professor, Suffolk University Law School and Chair, ABA Center for Innovation 1:10 p.m.–1:30 p.m. Governing Council Sponsorship Break Renee E . Thompson, Ocala, FL, Board of Pre-function Area, Terrace Level Governors, The Florida Bar and Past Presi- Enjoy refreshments and this final opportunity dent, The Florida Bar Young Lawyers Divi- to meet with our generous sponsors. Leave sion your business card for a chance to win raffle prizes. Raffle prizes will be drawn at the end 2B: Membership—Don’t Settle of the break and you must be present to win! for Just Dues. Create Value for Your Bar Members 1:30 p.m.–2:30 p.m. Hibiscus A/B, Terrace Level Track Sessions— In today’s economy, members want more for their dues dollars than to just feel good 1B: Technology—Artificial about supporting their bar. They want Intelligence and Evolving useful. They want ROI. They want value. Technology: Do you Know Value consciousness is entrenched in the Whether your Professional consumer society, and bar associations are Responsibility has Changed? not exempt from this trend. In this show- Miami Lecture Hall, 3rd Floor and-tell session, you’ll hear from several More than half of the states and jurisdic- bar leaders who have moved from simply tions have adopted changes to the Rules collecting dues to creating valuable experi- of Professional Conduct (RPC) requiring ences for their members.

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 29 SPEAKERS going to get it all done? The practice of law Daniel M . Kotin, Chicago, IL, President, is challenging enough on its own. Dead- The Chicago Bar Association lines. Staffing issues. Marketing. Those- de Allan Ramsaur, Nashville, TN, Executive manding clients always wanting to speak Director, Tennessee Bar Association with you. And now you’re expected to Pedro Torres-Diaz, Miami, FL, National lead a bar association. If everyone would President, Hispanic National Bar Associa- just leave you alone, maybe you could get tion something done. Have no fear! There are simple changes you can make to your daily 3B: Building the Capacity routine that will help you increase your of Bars—Priming the Board productivity, decrease your stress, and get Pump: Don’t Let Your more done in less time. Find out how in Governance Be the Death of You this fun and fast-paced session designed Orchid B/C/D, Terrace Level to help you shed your unproductive ways Priming the Pump (Idiom): To take ac- and emerge as a lean, mean, effectiveness tion to stimulate growth and success. Is machine. your board equipped to tackle challenges? SPEAKER Are you ready, willing, and able to lead Nora Riva Bergman, Tarpon Springs, FL, your bar through rough waters as well as Certified Practice Advisor, Atticus and smooth sailing? It is always a good time to Founder, Real Life Practice hone your governance tools, clean out the closet, and re-think those rules that might 5B: What Donors Want, not allow you to move as nimbly as an or- Part II—Talk Impact, not ganization must to get the job done. Come Overhead: Strategies to end the hear first-hand tips, tricks and best prac- Nonprofit Starvation Cycle tices from other bars who are priming the Pearson I/II, 3rd Floor pump for outstanding board governance We’ve all heard it. “For every $1 you give, in real-time. 90¢ goes back into the community.” But SPEAKERS is this the best metric to describe your Julie M . Armstrong, Indianapolis, IN, Ex- results? Learn ways to shift the conversa- ecutive Director, Indianapolis Bar Associa- tion from overhead to impact, and identify tion & Foundation operational strategies to end the nonprofit Ellen Miller-Sharp, San Diego, CA, Exec- starvation cycle. Identify what drives do- utive Director and CEO, San Diego Coun- nors to give and to stop giving, and how ty Bar Association to position your work so that donors ask “What do good outcomes cost?” instead of 4B: MBC—Get Ready for a focusing on overhead. Successful Bar Year! 55 Ways SPEAKERS to Increase Your Productivity, Richard Neustedter, Miami Beach, FL, Decrease Your Stress, and Get Partner, Non-profit Financial Specialists More Done in Less Time Barbara O’Reilly, CFRE, Herndon, VA, Brickell North/Center, Terrace Level Principal, Windmill Hill Consulting, LLC You’re the leader. Now what?! How are you

30 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI 2:30 p.m.–2:40 p.m. Metro Bar Roundtables Transfer Break Brickell North/Center, Terrace Level This MBC “signature” event continues to 2:40 p.m.–3:40 p.m. be a can’t miss session. We will discuss sev- Diversity Forum—Gender Bias— eral topics based upon the day’s program- Why it Matters and How to ming. Don’t miss this opportunity to meet Approach it with other metro bar leaders and bring Monroe/Tuttle, Terrace Level your ideas for making metro bars smarter Ray Abadin, Past President of The Florida Bar, and stronger. will lead a hard hitting, provocative and in- teractive discussion on the subject of implicit Specialty Bar Roundtables gender bias: What is it? Why does it matter? Monroe/Tuttle, Terrace Level What can be done to approach this very real Following the Diversity Forum, leaders of dynamic in a way that unifies rather than di- specialty bars are invited to stay and dis- vides? Whether and how you respond will de- cuss items of importance to you. This is termine what your association will look like in your chance to network with other spe- the mid and long terms. You will not want to cialty bar leaders and share your thoughts. miss this discussion, co-sponsored by the Na- tional Conference of Women Bar Associations 5:30 p.m.–7:00 p.m. and the ABA Young Lawyers Division. NCBP/NABE/NCBF Joint SPEAKER Reception RamÓn A . Abadin, Miami, FL, Immediate River Walk, Terrace Level Past President, The Florida Bar Top off the day with a fun and relaxing oppor- CLOSING tunity to network with other bar leaders, enjoy Amanda Green Alexander, Jackson, MS, drinks and light hors d’oeuvres in a unique President, National Conference of Women’s setting. NCBP and NABE joint registrations Bar Associations include a ticket to this event. Others can pur- chase tickets at the NABE/NCBP/NCBF regis- 3:40 p.m.–3:45 p.m. tration desk. Transfer Break Sponsored by LexisNexis

3:45 p.m.–4:45 p.m. Roundtable Discussions Saturday, February 4, 2017

State Bar Roundtables 7:45 a.m.–11:30 a.m. Hibiscus A/B, Terrace Level NABE/NCBP/NCBF Registration This is your chance as a state bar leader to Upper Promenade, Terrace Level discuss issues important to you with other state bar leaders. Join us for TED Talk- 8:15 a.m.–9:30 a.m. style discussions to help you think about NCBP Saturday Morning your bar association in a new way. Breakfast, Awards and ABA President Speaks Jasmine, Terrace Level

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 31 NCBP President Jonathan Cole will present Sharon D . Nelson, Fairfax, VA, Owner, Sensei the ABA Law Day, Louis M. Brown and the Enterprises, Inc. and Past President, Virginia 2017 NCBP Fellows Awards. We’ll hear from State Bar the NCBP Fellows Award winner and ABA President Linda A. Klein. Read more about 11:00 a.m.–11:15 a.m. awards being presented on page 52. Wrap up and Adjourn SPEAKER Jasmine, Terrace Level Linda A . Klein, Atlanta, GA, President, Hear last minute announcements from Presi- American Bar Association dent Cole before the 2017 NCBP Midyear Sponsored by Rimkus Meeting wraps up.

9:30 a.m.–11:00 a.m. Saturday Morning Plenary— Embracing Today’s Technology and Tomorrow’s Innovations Jasmine, Terrace Level Yesterday’s technology, some of which is now outdated, is basic equipment in today’s law firms. Do you have today’s technology? Do you know what is being developed? We will take the mystery out of technology and help you and your bar members identify the fax machine of tomorrow. This interactive ses- sion will highlight recent advances in technol- ogy affecting lawyers and bar associations and provide practical tips for embracing today’s rapidly changing technology. Be the leader that helps your bar and its members become the groundbreakers in tomorrow’s innova- tions. Help us make this an exciting end to our time together in Miami! MODERATOR Rita A . Sheffey, Atlanta, GA, Past President, the Atlanta Bar Association and Member, NCBP Executive Council SPEAKERS Andrew Arruda, San Francisco, CA, CEO/ Cofounder, ROSS Intelligence, Inc. Josh Becker, Palo Alto, CA, CEO, Lex Machina Natalie Kelly, Atlanta, GA, Director of Law Practice Management Program, State Bar of Georgia

32 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NCBP 2016-2017 EXECUTIVE COUNCIL AND COMMITTEES

Officers

President Secretary Jonathan Cole, Nashville, TN Nathan D . Alder, Salt Lake City, UT

President-Elect Immediate Past President Christine H . Hickey, Indianapolis, IN Lanneau W . Lambert, Jr., Columbia, SC

Treasurer Jennifer L . Parent, Manchester, NH

Council Members-at-Large

Terms Expiring 2017 Ex Officio Aurora Abella-Austriaco, Chicago, IL Linda A . Klein, Atlanta, GA Michael R . Freed, Jacksonville, FL Susan W . Sowards, Jacksonville, FL Alice F . Paylor, Charleston, SC John K . Rubiner, Los Angeles, CA NCBP Liaisons Mary L . Smith, Lansing, IL Pamela E . Robinson, ABA Division for Bar Services, Chicago, IL Terms Expiring 2018 Rebecca L . Green-Jablonsky, ABA Division A . Scott Chinn, Indianapolis, IN for Bar Services, Chicago, IL Daniel A . Cotter, Chicago, IL Teresa Peavy, ABA Division for Bar Services, Thomas C . Rombach, New Baltimore, MI Chicago, IL Rita A . Sheffey, Atlanta, GA Angelina Tsu, Salt Lake City, UT NCBP Member Services Coordinator Steve Jones, ABA Division for Bar Services, Terms Expiring 2019 Chicago, IL Douglass Farnsley, Louisville, KY Amie Martinez, Lincoln, NE Marcella McLaughlin, San Diego, CA Eric Shepperd, Austin, TX Jonathan O . Steen, Jackson, TN

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 33 NCBP Committees

Communications Mary L . Smith, Lansing, IL A . Scott Chinn, Indianapolis, IN, Chair Christine Stuart, Fairfield, CA Nathan D . Alder, Salt Lake City, UT Angelina Tsu, Salt Lake City, UT Daniel A . Cotter, Chicago, IL Lisa Wellman-Ally, Claremont, NH Melissa Darigan, Providence, RI Suntrease Williams-Maynard, Mobile, AL Umberto Davi, Western Springs, IL Kathleen Wilkinson, Philadelphia, PA Raymond “Tom” Elligett, Tampa, FL Libby Jamison, Alexandria, VA Finance & Investment Committee John G . Locallo, Chicago, IL Jennifer L . Parent, Manchester, NH, Co- Amie Martinez, Lincoln, NE chair Marcella McLaughlin, San Diego, CA John K . Rubiner, Los Angeles, CA, Co-chair Nancy Mogab, St. Louis, MO Nathan D . Alder, Salt Lake City, UT Ernest Morris, Kingshill, VI Heidi Barcus, Knoxville, TN Eric Shepperd, Austin, TX Joe Bataillon, Omaha, NE Toronda Silas, Atlanta, GA David Crawford, St. Louis, MO Mary L . Smith, Lansing, IL Courtney Fong, Chicago, IL Jonathan O . Steen, Jackson, TN Christine H . Hickey, Indianapolis, IN Kathleen Wilkinson, Philadelphia, PA Richard Raleigh, Jr., Huntsville, AL Jonathan O . Steen, Jackson, TN Diversity & Inclusion Sharon Stern-Gerstman, Buffalo, NY Michael R . Freed, Jacksonville, FL, Chair Aurora Abella-Austriaco, Chicago, IL Membership Michelle Browning Coughlin, Louisville, KY Aurora Abella-Austriaco, Chicago, IL, Chair Karen DeMeola, Hartford, CT Sara Austin, York, PA Charles Eppolito, III, Philadelphia, PA Lee Bussart, Lewisburg, TN Douglass Farnsley, Louisville, KY A . Scott Chinn, Indianapolis, IN Anne O . Ford, Brecksville, OH Umberto Davi, Western Springs, IL Amy Fowler, Salt Lake City, UT Charles Eppolito, III, Philadelphia, PA Monte Frank, Danbury, CT Michael R . Freed, Jacksonville, FL Amber Hollister, Portland, OR Thomas Howlett, Bloomfield Hills, MI Kevin Judd, Washington, DC Angus Macaulay, Columbia, SC Michelle Kennedy, Salt Lake City, UT Amie Martinez, Lincoln, NE Jason Long, Knoxville, TN Alice F . Paylor, Charleston, SC Marcella McLaughlin, San Diego, CA Doreen Rachal, Boston, MA Ernest Morris Kingshill, VI Richard Raleigh, Jr., Huntsville, AL Tim O’Brien, Kansas City, KS Eric Shepperd, Austin, TX Alice F . Paylor, Charleston, SC Mary L . Smith, Lansing, IL Doreen Rachal, Boston, MA Joseph Sullivan, Great Falls, MT Thomas C . Rombach, New Baltimore, MI Angelina Tsu, Salt Lake City, UT John K . Rubiner, Los Angeles, CA Lisa Wellman-Ally, Claremont, NH Carl D . Smallwood, Columbus, OH Suntrease Williams-Maynard, Mobile, AL

34 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI Membership Committee—Fellows 21st Century Lawyer Program Award & Outreach Subcommittee Subcommittee Alice F . Paylor, Charleston, SC, Chair Thomas C . Rombach, New Baltimore, Frank Neuner, Jr., Lafayette, LA MI, Chair Lynn Newsome, Florham Park, NJ Nathan D . Alder, Salt Lake City, UT Jennifer L . Parent, Manchester, NH Aurora Abella-Austriaco, Chicago, IL Joseph Sullivan, Great Falls, MT Josie Beets, Alexandria, VA Carol L . Worthington, Knoxville, TN Lee Bussart, Lewisburg, TN Karen DeMeola, Hartford, CT Program Committee Christine H . Hickey, Indianapolis, IN Annual and Midyear Meeting Program Thomas Howlett, Bloomfield Hills, MI Subcommittee John G . Locallo, Chicago, IL Christine H . Hickey, Indianapolis, IN, Jason Long, Knoxville, TN Chair Tim O’Brien, Kansas City, KS Heidi Barcus, Knoxville, TN Michelle Browning Coughlin, Louis- Sponsorship ville, KY Rita A . Sheffey, Atlanta, GA, Chair A . Scott Chinn, Indianapolis, IN Josie Beets, Alexandria, VA Daniel A . Cotter, Chicago, IL Douglass Farnsley, Louisville, KY David Crawford, St. Louis, MO Michael R . Freed, Jacksonville, FL Mark Cunningham, New Orleans, LA Alice F . Paylor, Charleston, SC Melissa Darigan, Providence, RI Thomas C . Rombach, New Baltimore, MI Anne O . Ford, Brecksville, OH John K . Rubiner, Los Angeles, CA Amy Fowler, Salt Lake City, UT Angelina Tsu, Salt Lake City, UT James Guy, Glen Allen, VA Gwynne Young, Tampa, FL Amber Hollister, Portland, OR Libby Jamison, Alexandria, VA Thomas Lyons, Providence, RI Angus Macaulay, Columbia, SC Amie Martinez, Lincoln, NE Nancy Mogab, St. Louis, MO Patrick Palace, Tacoma, WA Jennifer L . Parent, Manchester, NH Dainen Penta, Seattle, WA John K . Rubiner, Los Angeles, CA Rita A . Sheffey, Atlanta, GA Carl D . Smallwood, Columbus, OH Jonathan O . Steen, Jackson, TN Joseph Sullivan, Great Falls, MT Fred Ury, Fairfield, CT Kathleen Wilkinson, Philadelphia, PA Angela Woolridge, Tucson, AZ

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 35 2017 NCBP ORGANIZATIONAL MEMBERS Organizational members are listed for the fiscal year of January 1, 2017– December 31, 2017. The list provided below is as of January 1, 2017. *Metropolitan Bar Caucus 2017 Members

ALABAMA FLORIDA LOUISIANA Alabama State Bar The Florida Bar Louisiana State Bar Association Birmingham Bar Association* Orange County Bar Baton Rouge Bar Association* Mobile Bar Association Association* Women Lawyers The Jacksonville Bar MAINE Association* Maine State Bar Association ALASKA GEORGIA MARYLAND State Bar of Georgia Maryland State Bar ARIZONA Atlanta Bar Association* Association State Bar of Arizona Georgia Association of Black Bar Association of Baltimore Arizona Women Lawyers Women Attorneys City* Association Bar Association of IDAHO Montgomery County* ARKANSAS Idaho State Bar Arkansas Bar Association MASSACHUSETTS ILLINOIS Boston Bar Association* CALIFORNIA Illinois State Bar Association Worcester County Bar Beverly Hills Bar Association* Chinese American Bar Association Los Angeles County Bar Association of Greater Association Chicago MICHIGAN Sacramento County Bar Dupage County Bar State Bar of Michigan Association Association* Oakland County Bar San Diego County Bar The Chicago Bar Association* Association* Association* INDIANA MINNESOTA COLORADO Indiana State Bar Association Minnesota State Bar Colorado Bar Association Indianapolis Bar Association* Association Boulder County Bar Hennepin County Bar Association IOWA Association Denver Bar Association* The Iowa State Bar Association MISSISSIPPI CONNECTICUT KANSAS Connecticut Bar Association Kansas Bar Association Wichita Bar Association MISSOURI DELAWARE The Missouri Bar Delaware State Bar Association KENTUCKY Kansas City Metropolitan Bar Kentucky Bar Association Association* DISTRICT OF COLUMBIA Louisville Bar Association* Springfield Metro Bar The MothersEsquire Association* National Bar Association The Bar Association of Women’s Bar Association of Metropolitan St. Louis* DC

36 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI MONTANA OREGON WEST of Montana Oregon State Bar West Virginia State Bar Oregon Women Lawyers NEBRASKA WISCONSIN Nebraska State Bar Association PENNSYLVANIA Pennsylvania Bar Association NEVADA Allegheny County Bar of Nevada Association* Wyoming State Bar Berks County Bar Association NEW HAMPSHIRE Philadelphia Bar Association* ONTARIO, CANADA New Hampshire Bar Montgomery Bar Association* County of Carleton Law Association Washington County Bar Association Association Federation of Ontario Law NEW JERSEY Associations New Jersey State Bar RHODE ISLAND Frontenac Law Association Association Rhode Island Bar Association

NEW YORK SOUTH CAROLINA New York State Bar Association Richland County Bar Monroe County Bar Association* Association & Foundation* New York County Lawyers TENNESSEE Association Tennessee Bar Association

NORTH CAROLINA TEXAS North Carolina Bar State Bar of Texas Association Austin Bar Association* Dallas Bar Association* Forsyth County Bar Houston Bar Association* Association San Antonio Bar Association* Greensboro Bar Association Tarrant County Bar Mecklenburg County Bar* Association* Wake County Bar Association* UTAH North Dakota Utah State Bar State Bar Association of North LGBT & Allied Lawyers of Dakota Utah Utah Minority Bar Association OHIO Ohio State Bar Association VERMONT Akron Bar Association* Vermont Bar Association Cincinnati Bar Association* Cleveland Metropolitan Bar VIRGINIA Association* The Columbus Bar Association* Virginia State Bar Dayton Bar Association* Military Spouse JD Network Toledo Bar Association* WASHINGTON OKLAHOMA Washington State Bar Association Tulsa County Bar Association* Asian Bar Association of Washington

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 37 2017 NCBP SPECIAL MEMBERSHIP CATEGORIES

Individual members are listed for the fiscal year January 1, 2017–December 31, 2017. The list provided below is as of January 1, 2017.

Sustaining Life Fellows

Randall S . Bocock, Ottawa, Herbert S . Garten, Lynn Fontaine Newsome, ON, Canada Baltimore, MD Florham Park, NJ Tom Bolt, St. Thomas, VI Rew R . Goodenow, Reno, Jennifer L . Parent, Robert M . Carlson, Butte, NV Manchester, NH MT C . Joseph Holland, Iowa Carl D . Smallwood, Jonathan Cole, Nashville, TN City, IA Columbus, OH M . Joe Crosthwait, Jr ,. Linda A . Klein, Atlanta, GA Joseph M . Sullivan, Great Midwest City, OK Lanneau Wm . Lambert, Jr ,. Falls, MT Raymond N . Stella Erlach, Columbia, SC Karol Corbin Walker, San Rafael, CA Newark, NJ Life Fellows

Nathan D . Alder, Salt Lake Thomas R . Curtin, Edwin A . Harnden, City, UT Morristown, NJ Portland, OR Laurel G . Bellows, Chicago, Alan W . Duncan, Christine H . Hickey, IL Greensboro, NC Indianapolis, IN Robert J . Bonsignore, James W . Durham, Media, Kay H . Hodge, Boston, MA Belmont, NH PA David S . Houghton, Omaha, Christopher T . Bradford, E . Tazewell Ellett, NE Los Angeles, CA Washington, DC W . Stell Huie, Highlands, D . C . Woody Bradford, Raymond T . Elligett, Jr ,. NC Omaha, NE Tampa, FL W . Seaborn Jones, Atlanta, Sandra M . Chapman, Herbert H . Franks, GA Wheeling, WV Marengo, IL John G . Locallo, Chicago, IL Howard C . Coker, John W . Frost, II, Bartow, FL William F . Looney, Jr ,. Jacksonville, FL John A . Gaberino, Tulsa, OK Boston, MA Douglas Copeland, Clayton, Edward J . Gilliss, Towson, Thomas Lyons, Providence, MO MD RI Stuart F . Cubbon, Toledo, Robert T . Gonzales, Phillip McCallum, OH Baltimore, MD Birmingham, AL

38 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI Michael W . McKay, Baton Michael H . Rubin, Baton Hans W . Voss, Albuquerque, Rouge, LA Rouge, LA NM Scott R . McMillen, Orlando, Dee-Dee Samet, Tucson, AZ Nicholas Wallwork, FL Steven R . Sorenson, Phoenix, AZ Martin E . Mohler, Toledo, Oshkosh, WI Donna Willard-Jones, OH Joseph L . Stone, Chicago, IL Anchorage, AK Paul T . Moxley, Salt Lake John A . Tarantino, Lonnie Williams, Jr ,. City, UT Providence, RI Phoenix, AZ Thomas D . Murphy, Cooper C . Thurber, Mobile, Daniel E . Winfree, Rockville, MD AL Fairbanks, AK Frank X . Neuner, Jr ,. Mary T . Torres, Carolyn B . Witherspoon, Lafayette, LA Albuquerque, NM Little Rock, AR Paul C . Ney, Jr ,. Nashville, Marna S . Tucker, Carole Lynch Worthington, TN Washington, DC Knoxville, TN James P . Nolan, Annapolis, Frederic S . Ury, Fairfield, CT Gwynne A . Young, Tampa, MD J . Anthony Vittal, Los FL William T . Robinson, III, Angeles, CA Stephen N . Zack, Miami, FL Florence, KY Lynn Ann Vogel, St Louis, MO Sustaining Fellows

Aurora Abella-Austriaco, William D . Lytle, Pueblo, CO John E . Thies, Urbana, IL Chicago, IL Darrell G . Mottley, Reginald Turner, Detroit, A . Scott Chinn, Washington, DC MI Indianapolis, IN G . Michael Pace, Jr ,. Salem, Tom Womack, Jonesboro, Daniel A . Cotter, Chicago, VA AR IL Alice F . Paylor, Charleston, Kirk H . Doan, Kansas City, SC MO Rachael K . Pirner, Wichita, Marcia Eason, Chattanooga, KS TN Charles P . Reed, Dennis A . Estis, Wallingford, CT Woodbridge, NJ Thomas C . Rombach, New Douglass Farnsley, Baltimore, MI Louisville, KY Mary L . Smith, Lansing IL Joseph Fawal, Birmingham, Richard H . Steen, Princeton, AL NJ Michael R . Freed, Fred W . Suggs, Jr ,. Jacksonville, FL Greenville, SC Robert E . Juceam, New Lisa M . Tatum, San Antonio, York, NY TX

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 39 NCBP PAST PRESIDENTS AND AWARD RECIPIENTS

NCBP Past Presidents

1950-1951 Charles W . Pettingill, Greenwich, 1973-1974 F . Wm . McCalpin, St. Louis, MO* CT* 1974-1975 Leonard S . Janofsky, Los Ange- 1951-1952 Richard P . Tinkham, Hammond, les, CA* IN* 1975-1976 Robert M . Landis, Philadelphia, 1952-1953 Albert E . Jenner, Jr ,. Chicago, IL* PA* 1953-1954 Arthur V .D . Chamberlain, Roch- 1976-1977 Morris Harrell, Dallas, TX* ester, NY* 1977-1978 Mark I . Harrison, Phoenix, AZ 1954-1955 Archibald M . Mull, Jr ., Sacra- 1978-1979 Wm . Reece Smith, Tampa, FL* mento, CA* 1979-1980 James P . Connelly, Chicago, IL* 1955-1956 Cecil E . Burney, Corpus Christi, 1980-1981 Roger P . Brosnahan, Minneapo- TX* lis, MN 1956-1957 Arthur Littleton, Philadelphia, 1981-1982 Robert G . Pugh, Shreveport, LA* PA* 1982-1983 William H . Gates, Seattle, WA 1957-1958 Glenn R . Jack, Oregon City, OR* 1983-1984 Joseph M . Nolan, Newark, NJ* 1958-1959 Karl C . Williams, Rockford, IL* 1984-1985 George E . Bushnell, Jr ,. Detroit, 1959-1960 Edward G . Knowles, Denver, MI* CO* 1985-1986 William G . Paul, Bartlesville, OK 1960-1961 Joseph A . Ball, Long Beach, CA* 1986-1987 James R . Crouch, Las Cruces, 1961-1962 Earl F . Morris, Columbus, OH* NM* 1962-1963 Walter Allessandroni, Philadel- 1987-1988 W . Stell Huie, Atlanta, GA phia, PA* 1988-1989 Richard William Austin, Chi- 1963-1964 Henry J . Te Paske, Orange City, cago, IL IA* 1989-1990 John J . Bouma, Phoenix, AZ 1964-1965 Orison S . Marden, New York, 1990-1991 Samuel L . Williams, Los Angeles, NY* CA* 1965-1966 Gerald S . Snyder, Waukegan, IL* 1991-1992 Marna S . Tucker, Washington, 1966-1967 Theodore Voorhees, Philadel- DC phia, PA* 1992-1993 Charles M . Thompson, Pierre, 1967-1968 Paul P . Ashley, Seattle, WA* SD 1968-1969 Chesterfield H . Smith, Miami, FL* 1993-1994 Jack B . Middleton, Manchester, 1969-1970 Edward K . Pritchard, Charleston, NH SC* 1994-1995 Bert Z . Tigerman, Beverly Hills, 1970-1971 W .O . Shafer, Odessa, TX* CA 1971-1972 Earl Q . Gray, Ardmore, OK* 1995-1996 Carole L . Worthington, Knox- 1972-1973 Shepherd Tate, Memphis, TN ville, TN

40 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI 1996-1997 Joseph L . Stone, Chicago, IL 2008-2009 M . Joe Crosthwait, Jr ,. Midwest 1997-1998 Robert C . Heim, Philadelphia, PA City, OK 1998-1999 Stephen N . Zack, Miami, FL 2009-2010 Mary T . Torres, Albuquerque, 1999-2000 W . Seaborn Jones, Atlanta, GA NM 2000-2001 Laurel G . Bellows, Chicago, IL 2010-2011 James P . Nolan, Annapolis, MD 2001-2002 Robert T . Gonzales, Baltimore, 2011-2012 Frederic S . Ury, Fairfield, CT MD 2012-2013 Karol Corbin Walker, Newark, 2002-2003 David S . Houghton, Omaha, NE NJ 2003-2004 Paul T . Moxley, Salt Lake City, 2013-2014 Carl D . Smallwood, Columbus, UT OH 2004-2005 Hon . Douglas S . Lang, Dallas, TX 2014-2015 Rew R . Goodenow, Reno, NV 2005-2006 Lonnie J . Williams, Jr ,. Phoenix, 2015-2016 Lanneau Wm . Lambert, Jr ,. Co- AZ lumbia, SC 2006-2007 Steven R . Sorenson, Ripon, WI 2007-2008 Kay H . Hodge, Boston, MA *Deceased

NCBP Fellows Award Recipients

2006 Joseph L . Stone, Chicago, IL 2014 Charles C . Keller, Washington, PA 2007 James B . Sales, Houston, TX 2015 William G . Paul, Oklahoma City, OK 2008 John L .Carey, Vero Beach, FL* 2016 Elizabeth “Betsy” Van Doren Gray, 2009 Roy A . Hammer, Boston, MA* Columbia, SC 2010 Mark I . Harrison, Phoenix, AZ 2017 Karol Corbin Walker, Newark, NJ 2011 Herbert S . Garten, Baltimore, MD 2012 Jack B . Middleton, Manchester, NH *Deceased 2013 Marna S . Tucker, Washington, DC

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 41 METROPOLITAN BAR CAUCUS The Metropolitan Bar Caucus (MBC) is a sub-group of the National Conference of Bar Presidents (NCBP) that seeks to address the interests and the concerns of major metropolitan bar associations throughout the United States. Established in 1979 as the National Caucus of Metropolitan Bar Leaders, the organization became the Metropolitan Bar Caucus in 1993. At annual and midyear meetings held in conjunction with the ABA and the NCBP, the MBC presents programs exploring a variety of topics of importance to metropolitan bars.

Officers

President Secretary/Treasurer Susan W . Sowards, Jacksonville, FL Charles Reed, Wallingford, CT

President-elect Immediate Past President Mark K . Sales, Dallas, TX John F . Kautzman, Indianapolis, IN

Members-at-Large

Terms Expiring 2017 Terms Expiring 2018 Daniel A . Cotter, Chicago, IL Terri D . Bryant, Atlanta, GA Ann Gregorie, Baton Rouge, LA Joseph A . Fawal, Birmingham, AL Heather J . Hays, St. Louis, MO Kimberly Homer, Orlando, FL Lawrence H . Jacobson, Beverly Hills, CA Victoria Schatz, Kansas City, MO Mark L . McQueary, Springfield, MO Jill Snitcher McQuain, Columbus OH C . Allen Nichols, Akron, OH Mark Tarasiewicz, Philadelphia, PA

MBC Liaison Teresa Peavy, ABA Division for Bar Services, Chicago, IL

MBC Past Presidents

1979-1981 Jerome Bogutz, Philadelphia, PA 1984-1985 Herbert J . Belgrad, Baltimore, 1981-1982 George M . Burditt, Chicago, IL* MD 1982-1983 Richard M . Coleman, Los Ange- 1985-1986 Neal R . Sonnett, Miami, FL les, CA 1986-1987 Sandra Schermerhorn, Kansas 1983-1984 John J . Curtin, Jr ,. Boston, MA* City, MO

42 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI 1987-1988 Thomas Z . Hayward, Chicago, IL 2003-2004 Seth D . Kirschenbaum, Atlanta, 1988-1989 Robert H . Rydland, Minneapolis, GA MN 2004-2005 Carl D . Smallwood, Columbus, 1989-1990 David E . Rideout, Boston, MA OH 1990-1991 Nancy P . Gibbs, Seattle, WA 2005-2006 Amy Dunn Taylor, Houston, TX 1991-1992 W . Seaborn Jones, Atlanta, GA 2006-2007 Timothy O’Mara, Williamsville, 1992-1993 James C . Wirken, Kansas City, NY MO 2007-2008 David A . Blaner, Pittsburgh, PA 1993-1994 Laurel G . Bellows, Chicago, IL 2008-2009 Gary L . Klotz, Indianapolis, IN 1994-1995 Hon . Douglas S . Lang, Dallas, 2009-2010 Rae Jean McCall, Kansas City, TX MO 1995-1996 Hon . Rebecca A . Albrecht, Phoe- 2010-2011 Marc R . Staenberg, Beverly Hills, nix, AZ CA 1996-1997 John P . Driscoll, Jr ,. Boston, MA* 2011-2012 Jay A . Blechman, Pittsburgh, PA 1997-1998 Mark H . Tuohey III, Washington, 2012-2013 Allen W . Kimbrough, Phoenix, DC AZ 1998-1999 Paul M . Hassett, Buffalo, NY 2013-2014 Jane Leslie Dalton, Philadelphia, 1999-2000 Alison L . Asti, Baltimore, MD PA 2000-2001 Ralph C . “Red Dog” Jones, Dal- 2014-2015 John W . (Bo) Landrum, Birming- las, TX ham, AL 2001-2002 Stephen E . Chappelear, Colum- 2015-2016 John F . Kautzman, Indianapolis, bus, OH IN 2002-2003 David M . Schraver, Rochester, NY *Deceased

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 43 2017 NCBF MIDYEAR MEETING Unless otherwise noted below, sessions and events will take place at the Hyatt Regency Miami, 400 South East Second Avenue, Miami, Florida, USA, 33131.

Thursday, February 2, 2017 SPEAKERS Jonathan Cole, Nashville, TN, Past President, 7:00 a.m.–6:00 p.m. The Nashville Bar Association and President, NABE/NCBP/NCBF Registration National Conference of Bar Presidents Upper Promenade, Terrace Level Zoe W . Linza, St. Louis, MO, Executive Direc- Closed from 12:50 p.m.–1:50 p.m. tor, Bar Association of Metropolitan St. Louis and President, National Association of Bar 2:30 p.m.–4:30 p.m. Executives NCBF Board of Directors Lorrie K . Albert, Pittsburgh, PA, Associate Meeting Executive Director, Allegheny County Bar Gautier, 3rd Floor Foundation and President, National Confer- ence of Bar Foundations 5:00 p.m.–6:30 p.m. William J . Schifino, Jr ., Tampa, FL, President, NCBP Welcome Reception The Florida Bar Jasmine, Terrace Level 9:00 a.m.–10:15 a.m. 7:00 p.m.–9:00 p.m. Friday Morning Plenary— NCBF Dinner (ticket required) Building Bridges Across Deep Batch Gastropub, 30 SW 12th Street, Miami, FL Divides—Bar Leaders As Trusted Conveners In Troubled Times Monroe/Tuttle, Terrace Level Friday, February 3, 2017 Every day, news outlets and social media ex- Enjoy breakfast on you own. The opening ses- pose deep community divisions—arising from sion will begin at 8:45 and will include coffee, police-involved shootings, immigration and tea and water. religious differences, water rights disputes, etc.—that lurk below the surface, or erupt 7:45 a.m.–5:00 p.m. with violent and lasting consequences. Each NABE/NCBP/NCBF Registration of us faces the same big question: What are Upper Promenade, Terrace Level the roles of lawyers and the organized bar in Closed from 12:00 p.m.–1:00 p.m. addressing distrust, protecting rights, resolv- ing disputes and upholding the rule of law? 8:45 a.m.–9:00 a.m. We will examine recent flash points and bar Welcome and Introductions responses—what bars can do, have done and Monroe/Tuttle, Terrace Level should have done proactively, to keep and de- NCBP President Jonathan Cole will welcome velop trust among diverse community stake- you to the NCBP and NCBF Midyear Meet- holders. We will share lessons learned, actions ings. The opening plenary will follow. taken, plans in progress and communications

44 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI tools that your unified, voluntary, state and This conversion happens when donors un- metropolitan bars need to know to improve, derstand your organization’s dream, and reform, monitor and rebuild trust in the rule what you need to make that vision happen. of law in 21st century America. Learn how to take a coordinated approach MODERATOR to your public image, starting with your vi- Carl D . Smallwood, Columbus, OH, Past sion and mission, and incorporating your President, National Conference of Bar Presi- public documents, like the 990. Whether dents and Past President, Columbus Bar As- you fill a seat on the Bar Foundation board sociation or serve as its Executive Director, learn SPEAKERS how donors and validators like Charity Dana Tippen Cutler, Kansas City, MO, Presi­ Navigator and the BBB Wise Giving Alli- dent, The Missouri Bar ance use the 990 to evaluate performance, Antoinette Barksdale, Miami, FL, Commu­ and how to implement the best business nity Relations Service, U.S. Department of practices to attract sustainable investment. Justice (Invited) SPEAKERS Tom Battles, Miami, FL, Community Relations Richard Neustedter, Miami Beach, FL, Service, U.S. Department of Justice (Invited) Partner, Non-profit Financial Specialists Harold Franklin, Atlanta, GA, Immediate Barbara O’Reilly, CFRE, Herndon, VA, Past President, Atlanta Bar Association Principal, Windmill Hill Consulting, LLC Robin Wolpert, Minneapolis, MN, President, Minnesota State Bar Association 11:45 a.m.–1:10 p.m. NCBP/NABE/NCBF Joint 10:15 a.m.–10:45 a.m. Luncheon, Sponsor Introductions Sponsorship Break and Plenary—Addressing Crises Pre-function Area, Terrace Level Through Mindfulness Take a refreshment break and learn about the Monroe/Tuttle, Terrace Level products and services offered by our generous From reducing anxiety to improving commu- sponsors. Don’t forget to leave your business nication with bars and communities in crisis, card with vendors for a chance to win great this panel will show that subtle shifts in how raffle prizes! you think about challenges small and large can improve outcomes. 10:45 a.m.–11:45 a.m. MODERATOR Track Sessions Patrick Palace, University Place, WA, Past President, Washington State Bar Association Workshop Session 5A— SPEAKERS What Donors Want, Part I— Chris M . McAliley, Miami, FL, Magistrate Establish Trust in your Judge Organization: Use your Public Scott L . Rogers, Miami, FL, Lecturer in Law & Image to Attract Support for Director, Mindfulness in Law Program, Uni- your Cause versity of Miami School of Law Pearson I/II, 3rd Floor Wondering how to turn one-time donors into long-term investors in your cause?

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 45 1:10 p.m.–1:30 p.m. as the philanthropic arms of the legal profes- Sponsorship Break sion, and how to use that purpose and posi- Pre-function Area, Terrace Level tion to address the flash points that disrupt Enjoy refreshments and this final opportunity our society. In many cases, the bar foundation to meet with our generous sponsors. Leave is the supporting partner of its respective bar your business card for a chance to win raffle association. Through charitable contributions, prizes. Raffle prizes will be drawn at the end it also funds program that directly uphold the of the break and you must be present to win! rule of law and ensure access to justice. Through this moderator-led discussion, you 1:30 p.m.–2:30 p.m. will learn about the actions some bar founda- Track Sessions tions have taken to address challenges in their communities and are invited to share your Workshop Session 5B— perspectives on how to facilitate the healing What Donors Want, Part II— and conversation so necessary to a civil society. Talk Impact, not Overhead: MODERATOR Strategies to end the Nonprofit Bob Glaves, Chicago, IL, Executive Director, Starvation Cycle Chicago Bar Foundation Pearson I/II, 3rd Floor PANELISTS We’ve all heard it. “For every $1 you give, Mary Groth, Cleveland, OH, Director of De- 90¢ goes back into the community.” But velopment & Community Programs, Cleve- is this the best metric to describe your land Metropolitan Bar Foundation/Associa- results? Learn ways to shift the conversa- tion tion from overhead to impact, and identify Terri Bryant, Atlanta, GA, Executive Director, operational strategies to end the nonprofit Atlanta Bar Association and Foundation starvation cycle. Identify what drives do- nors to give and to stop giving, and how 4:00 p.m.–5:00 p.m. to position your work so that donors ask BYOB (buy your own beverage) “What do good outcomes cost?” instead of Hospitality (optional) focusing on overhead. Pure Verde Lounge, Hyatt Regency Miami, SPEAKER Miami, FL Richard Neustedter, Miami Beach, FL, Partner, Non-profit Financial Specialists 5:30 p.m.–7:00 p.m. Barbara O’Reilly, CFRE, Herndon, VA, NCBP/NABE/NCBF Joint Principal, Windmill Hill Consulting, LLC Reception (separate ticket required) 2:30 p.m.–4:00 p.m. River Walk, Terrace Level NCBF Plenary—Building Bridges Top off the day with a fun and relaxing oppor- Across Deep Divides (Part II)— tunity to network with other bar leaders, enjoy What Role can Bar Foundations drinks and light hors d’oeuvres in a unique Play? setting. NCBP and NABE joint registrations Pearson I/II, 3rd Floor include a ticket to this event. Others can pur- As a follow-up to the opening plenary this chase tickets at the NABE/NCBP/NCBF regis- morning, we want to focus on bar foundations tration desk.

46 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI Saturday, February 4, 2017 11:30 a.m.–11:40 a.m. The Final Word 7:45 a.m.–11:00 a.m. Ibis, 3rd Floor NABE/NCBP/NCBF Registration Give us your feedback and help us improve fu- Upper Promenade, Terrace Level ture programs and services—don’t be shy! SPEAKER 8:00 a.m. ‐ 9:30 a.m. Lorrie K . Albert, Pittsburgh, PA, NCBF Presi- Breakfast and NCBF Excellence dent Award Presentation Ibis, 3rd Floor

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

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

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 47 NCBF 2016-2017 BOARD MEMBERS

Officers

President Lorrie K . Albert, Pittsburgh, PA Immediate Past President Leonard Pataki, Tulsa, OK President Elect Leslie Barineau, Birmingham, AL NCBF Liaison Roseanne Lucianek, ABA Division for Bar Secretary Services, Chicago, IL Andrea Stone, Austin, TX NCBF Administration Treasurer Justina Lin, ABA Division for Bar Services, Alison Belfrage, Columbus, OH Chicago, IL

Board of Trustees

Thomas M . Hull, Cary, NC Nikki Tucker Thomas, Birmingham, AL Laura Sharp, Austin, TX Daniel Burns, New Haven, CT Deborah Auspelmyer, Albany, NY Kevin Cousins, Tulsa, OK Kirra L . Jarratt, Washington, DC Mary Groth, Cleveland, OH Karen Ruan, Santa Ana, CA Jessica Hilburn-Holmes, Philadelphia, PA

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

Brooke Battle, Founder Swell Fundraising 2901 2nd Avenue South, Suite 220 Birmingham, AL 35233 888-778-8475 [email protected] www.swellfundraising.com

48 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI NCBF PAST PRESIDENTS, TRUSTEES EMERITUS & AWARD RECIPIENTS

NCBF Past Presidents

1977-1979 William R . Van Aken, Cleveland, 1999-2000 Charles Thone, Lincoln, NE OH* 2000-2001 Dorothy M . Tucker, Ph .D ,. Los 1979-1981 Thomas G . Gonser, Chicago, IL Angeles, CA 1981-1983 Herndon P . Jeffreys, Jr ,. Rich- 2001-2002 Anne R . Yeakel, Austin, TX mond VA* 2002-2003 Dee Miller Siegel, Encino, CA* 1983-1985 Gordon Sinykin, Madison, WI* 2003-2004 Linda L . Thompson Kohli, Co- 1985-1987 Rodney H . Grove, Evansville, IN* lumbus, OH 1987-1988 C . Harker Rhodes, Jr ,. Chicago, 2004-2005 Jerome J . Shestack, Philadelphia, IL* PA* 1988-1989 Donna C . Willard, Anchorage, 2005-2007 Bob Glaves, Chicago, IL AK 2007-2008 Pauline Gee, Sacramento, CA 1989-1990 Jack B . Middleton, Manchester, 2008-2009 Briana Wagner, San Diego, CA NH 2009-2010 Christine H . Hickey, Indianapo- 1990-1991 Merrily Munther, Boise, ID lis, IN 1991-1992 Howard Karman, Casa Grande, 2010-2011 Thomas R . Tinder, Charleston, AZ* WV 1992-1993 Dermot S . McGlinchey, New 2011-2012 Stephen E . Chappelear, Colum- Orleans, LA* bus, OH 1993-1994 Jane E . Curran, Orlando, FL 2012-2013 Amy Sings In The Timber, Mis- 1994-1995 Michael P . Gunn, Ballwin, MO soula, MT 1995-1996 Hon . Robert H . Oliver, Fresno, 2013-2014 Courtney Ward-Reichard, Min- CA neapolis, MN 1996-1997 Jerry Lastelick, Dallas, TX 2014-2015 Elizabeth M . Lynch, Boston, MA 1997-1998 Marion Smithberger, Columbus, 2015-2016 Leonard Pataki, Tulsa, OK OH 1998-1999 Kathleen Schoene, St. Louis, *Deceased MO*

NCBF Trustees Emeritus

Howard Braverman, Springfield, IL* Rodney H . Grove, Evansville, IN* Alexander D . Forger, New York, NY Herndon P . Jeffreys, Jr., Richmond, VA*

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 49 Jerry Lastelick, Dallas, TX Gordon Sinykin, Madison, WI* William A . Martin, North Little Rock, AR William R . Van Aken, Cleveland, OH* Merrily Munther, Boise, ID Colonel C .E . Ransick, Little Rock, AR* *Deceased Maurice Reuler, Denver, CO

NCBF Excellence Award 2015 Thomas R . Tinder, 2017 Hon . Debra B . Walker, Illinois Bar West Virginia Bar Foundation Foundation 2016 William A . Martin, Arkansas Bar Foundation

NCBF “Partnerships for Success” Award

2011 Milwaukee Bar Association Foundation 2014 Philadelphia Bar Foundation (PA) (WI) 2015 North Carolina Bar Association Foun- 2012 Tarrant County Bar Foundation (TX) dation 2013 Baton Rouge Bar Foundation (LA) 2016 Military Spouse JD Network Foundation

NCBF Fundraising for Excellence

2012 Indianapolis Bar Foundation

NCBF Award for Bar Foundation Excellence

1999 Kansas City Bar Foundation (MO) 2006 Allegheny County Bar Foundation (PA) 2000 Arizona Bar Foundation 2007 Cincinnati Bar Foundation (OH) 2001 Orange County Bar Foundation (CA) 2008 South Carolina Bar Foundation 2002 New Jersey State Bar Foundation 2009 North Carolina Bar Association Foun- 2003 Ohio State Bar Foundation dation, Inc. 2004 South Carolina Bar Foundation 2010 Springfield Metropolitan Bar Founda- 2005 Ohio State Bar Foundation tion (MO)

NCBF/ALPS Foundation Services Award for Innovations in Fundraising

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

50 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI ABA DIVISION FOR BAR SERVICES STAFF

ABA Division for Bar Joanne O’Reilly Teresa Peavy Services Publications and Survey Committee Specialist 321 North Clark Street, Manager (312) 988-5347 Ste. 1600 (312) 988-5348 [email protected] Chicago IL, 60654-7598 [email protected] (312) 988-5998 Steven Jones www.americanbar.org/barserv Angie L . Euell NCBP Member Services Field Service Representative Coordinator Roseanne Lucianek (312) 988-6067 (312) 988-5353 Division Director [email protected] [email protected] (312) 988-5344 roseanne.lucianek@ Tondanisha Tomlinson Nora Warens americanbar.org Finance and Business NABE Member Services Administrator Coordinator Pamela E . Robinson (312) 988-5360 (312) 988-6008 Deputy Director tondanisha.tomlinson@ [email protected] (312) 988-5345 americanbar.org pamela.robinson@ Maggie Bieniek americanbar.org Michael Ward Program Coordinator Information Research (312) 988-5349 Karyn Linn Specialist magdelena.bieniek@ Director, Outreach and (312) 988-5356 americanbar.org Education [email protected] (312) 988-5350 Justina Lin [email protected] Rebecca L Green-Jablonsky. Program Assistant Committee Specialist (312) 988-5998 Jennifer Lewin (312) 988-5364 [email protected] Director, Knowledge [email protected] Management and Governance (312) 988-5361 jennifer.lewin@americanbar. org

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

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 51 AWARD INFORMATION All awards will be presented at the NCBP Breakfast, 8:15 a.m.–9:30 a.m., Jasmine, Terrace Level, Hyatt Regency Miami, 400 South East Second Avenue, Miami, Florida, USA, 33131 on Saturday, February 4. Tickets are included in NCBP and NABE Joint Meeting registrations. Others may purchase tickets by visiting the NABE/NCBP/NCBF Registration Desk.

NCBP FELLOWS AWARD that gilds her personal and professional suc- The National Conference of Bar Presidents cesses with dedication to the advancement of (NCBP) established the NCBP Fellows others and compassion for the communities Award in 2005 to honor an outstanding past around her. She embodies the qualities of an president of a bar association. The winner of NCBP Fellow not just because of how well she this award must be a past president of a bar has done, but also because of how much good association; have demonstrated a continuing she has done. commitment to leadership, service, the work of the organized bar and the purpose of the ABA LAW DAY AWARD NCBP; and have demonstrated a lifetime The ABA Law Day Award highlights the best of achievement or exceptional service to programs that promoted public understand- lawyers or the public. ing of law and integrated the 2016 theme “Miranda: More than Words” into innovative AWARD WINNER activities that serve the community. Award Karol Corbin Walker, New Jersey State Bar categories include best student/classroom Association program; best public/community program; Karol Corbin Walker of Newark, NJ, has more best interpretation of the theme. than exemplified this award, serving as the first African American President of the New AWARD WINNERS Jersey State Bar Association (NJSBA); the first Four Programs Receive Law Day 2016 Out- African American female President of the Na- standing Activity Awards Top Honors tional Conference of Bar Presidents; the first This year, four entries exhibited excellence African American President of the Association in their programming and adaptation of the of the Federal Bar of New Jersey and the first Law Day 2016 theme “Miranda: More Than New Jersey attorney appointed as Chair of the Words.” Thomas F. Eagleton U.S. Courthouse American Bar Association’s Standing Com- in St. Louis, Missouri won for Best Student mittee on the Federal Judiciary (“SCFJ”). Ms. Program; a collaboration between the Guam Walker also received the inaugural the Mel Bar Association, Judiciary of Guam, and Narol Excellence in Diversity Award, com- District Court of Guam received the award memorating Narol’s commitment to the work for Best Public Program; and the Baton Rouge of the NJSBA Task Force on Diversity. Bar Foundation took the award for Best Theme Interpretation. The Law Day 2016 Against the backdrop of a life as a trailblazer, Outstanding Activity Award Honorable Men- Ms. Walker has charted a course through life tion went to the Houston Bar Association.

52 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI LOUIS M. BROWN AWARD MERITORIOUS RECOGNITION FOR LEGAL ACCESS RECIPIENTS: The Louis M. Brown Award for Legal Ac­ Three Programs Receive Louis M .Brown cess is presented to programs and projects Meritorious Recognition Honors that advance access to legal services for Three entries demonstrated distinction in those of moderate incomes in ways that are receiving Louis M. Brown Meritorious Rec­ exemplary and replicable. All nominees of ognition Awards. The three winners included the Brown Award are also entered into the the Pricing Toolkit of the Justice Entrepreneurs running for Brown Select, which is presented Project and the Chicago Bar Foundation; the to the Brown Award nominee that gets the Maryland Courts Self-Help Centers; and the most votes from the general public through Center for Out-of-Court Divorce, together online voting. with The Institute for the Advancement of the American Legal System at the University of AWARD WINNERS Denver.

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

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

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 53 CARNIVAL PERFORMING ARTS CENTER I-395 AMERICAN AIRLINES ARENA SOUTHEAST 2ND AVE SOUTHWEST 2ND AVE MIAMI AVE

I-95 Hyatt Regency Miami HYATT REGENCY MIAMI DIRECTIONS From Miami International Airport (8 miles): Take 836 East to I-95 South. Exit 2A BISCANE BLVD WAY Biscayne Blvd. Go right on S.E. Second Ave. 1 / 4 block. Hyatt Regency 2017 ANNUAL MEETING New York City l August 8-12 Miami FLAMINGO

UNIVERSITY OF MIAMI TEQUESTA Floor Plans FOURTH FLOOR

GRANADA

IBIS

PEARSON I CITY OF MIAMI PEARSON II JAMES L. KNIGHT ITORIUM CONVENTION CENTER ASHE AUD THIRD FLOOR GAUTIER

I MERRICK M II ATRIU MERRICK

JAMES L. KNIGHT CENTER PRESIDENT’S BOARD JOHNSON II ROOM ROOM STANFORD MAIN JOHNSON I LECTURE ZAMORA FOSTER I FOSTER II HALL

UNIVERSITY OF MIAMI THIRD FLOOR SAVE THESE DATES!

MARK YOUR CALENDARS and plan to attend the 2017 Annual Meeting of the National Association of Bar Executives (August 8-10)

NORTH HALL National Conference of Bar Presidents (Augsut 10-12)

CENTRAL National Conference of Bar Foundations (August 10-12) in New York City! HALL

RIVERFRONT HALL SOUTH Stay tuned for more information. HALL AZALEA ELEVATORS B A For more information, please visit: A GARDENIA HIBISCUS A B NABE: www.nabenet.org | NCBP: www.ncbp.org | NCBF: www.ncbf.org JASMINE C TUTTLE HIBISCUS B NORTH TUTTLE CENTER TUTTLE ER ADE LOW SOUTH PROMEN REGENCY 2018 MIDYEAR MEETING - 2019 ANNUAL MEETING - MONROE BALLROOM ER ADE UPP PROMEN NCOUVER, BRITISH COLUMBIA SAN FRANCISCO, CA FLAGLER VA LK BRICKELL RIVERWA NORTH BRICKELL NABE: January 30-February 1, 2018 NABE: August 6-8, 2019 CENTER ORCHID BRICKELL A SOUTH NCBP: February 1-3, 2018 NCBP: August 8-10, 2019 ORCHID B NCBF: February 1-3, 2018 NCBF: August 8-10, 2019 ORCHID C

HYATT REGENCY MIAMI ORCHID D 2018 ANNUAL MEETING - 2020 MIDYEAR MEETING - CHICAGO, IL AUSTIN, TX NABE: July 31-August 2, 2018 NABE: February 11-13, 2020 NCBP: August 2-4, 2018 NCBP: February 13-15, 2020 NCBF: August 2-4, 2018 NCBF: February 13-15, 2020

2019 MIDYEAR MEETING - 2020 ANNUAL MEETING - LAS VEGAS, NV CHICAGO, IL NABE: January 22-24, 2019 NABE: July 28-30, 2020 NCBP: January 24-26, 2019 NCBP: July 30-August 1, 2020 NCBF: January 24-26, 2019 NCBF: July 30, August 1, 2020 54 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI 2017 ANNUAL MEETING New York City l August 8-12

SAVE THESE DATES!

MARK YOUR CALENDARS and plan to attend the 2017 Annual Meeting of the National Association of Bar Executives (August 8-10) National Conference of Bar Presidents (Augsut 10-12) National Conference of Bar Foundations (August 10-12) in New York City! Stay tuned for more information.

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

2018 MIDYEAR MEETING - 2019 ANNUAL MEETING - VANCOUVER, BRITISH COLUMBIA SAN FRANCISCO, CA NABE: January 30-February 1, 2018 NABE: August 6-8, 2019 NCBP: February 1-3, 2018 NCBP: August 8-10, 2019 NCBF: February 1-3, 2018 NCBF: August 8-10, 2019

2018 ANNUAL MEETING - 2020 MIDYEAR MEETING - CHICAGO, IL AUSTIN, TX NABE: July 31-August 2, 2018 NABE: February 11-13, 2020 NCBP: August 2-4, 2018 NCBP: February 13-15, 2020 NCBF: August 2-4, 2018 NCBF: February 13-15, 2020

2019 MIDYEAR MEETING - 2020 ANNUAL MEETING - LAS VEGAS, NV CHICAGO, IL NABE: January 22-24, 2019 NABE: July 28-30, 2020 NCBP: January 24-26, 2019 NCBP: July 30-August 1, 2020 NCBF: January 24-26, 2019 NCBF: July 30, August 1, 2020 MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 55 Mark your calendar for exciting educational opportunities in 2017. WWW.NABENET.ORG

2017 Chief Staff Executives Retreat March 14-15, 2017 Chicago, Illinois

www.nabenet.org/event/2017CSE

2017 Small Bar Conference June 22-24, 2017 St. Louis, Missouri

www.nabenet.org/event/2017SBC

2017 Communications Section Workshop October 3-6, 2017 St. Louis, Missouri

www.nabenet.org/event/2017COMM56 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI Mark your calendar for exciting educational The National opportunities in 2017. WWW.NABENET.ORG Conference of Bar Presidents 2017 Chief Staff Executives Retreat March 14-15, 2017 thanks Chicago, Illinois Baker Donelson The Nashville Bar Association The Tennessee Bar Association www.nabenet.org/event/2017CSE

2017 Small Bar Conference June 22-24, 2017 St. Louis, Missouri

www.nabenet.org/event/2017SBC

2017 Communications Section Workshop October 3-6, 2017 St. Louis, Missouri For their support of the 2016 NCBP Fall Executive Council Meeting Thank you www.nabenet.org/event/2017COMM MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 57 NOTES

58 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 59 60 2017 NABE NCBP NCBF MIDYEAR MEETING MIAMI Thank you

To the Florida Bar for its support of NCBP, NABE and NCBF during the 2017 Midyear Meeting.

National Association of Bar Executives

National Conference of Bar Presidents

National Conference of Bar Foundations

MIAMI 2017 NABE NCBP NCBF MIDYEAR MEETING 3 Different can be good.

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