New York 2017

NABE | NCBP | NCBF

NEW YORK 2017

AUGUST 8–12, 2017 Sheraton Times Square NEW YORK STATE BAR ASSOCIATION Welcomes NABE, NCBP and NCBF to the Big Apple NEW YORK STATE BAR ASSOCIATION Dear Bar and Foundation Leaders,

Welcome to New York City! We know your time here will be well spent, whether attending the meeting of the National Association of Bar Executives (NABE), August 8-10, the National Conference of Bar Presidents (NCBP), August 10-12, or the Na- Welcomes tional Conference of Bar Foundations (NCBF), August 10-12—or all three! We’re glad to welcome you to the world class city that is New York. Whether it’s New York’s superb museums, restaurants, shopping or sites, New York is the place to be! NABE, NCBP and NCBF It’s also a superb place for bar association and foundation leaders to gather to share ideas and learn from each other, network, and attend the informative program sessions scheduled for this year’s Annual Meeting. This booklet is designed to be your to the Big Apple 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 meeting 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 Annual Meeting a success.

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

Robert E. Craghead Jonathan Cole Lorrie K. Albert NABE PRESIDENT NCBP PRESIDENT NCBF PRESIDENT

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 1 TABLE OF CONTENTS Unless otherwise noted below, sessions and events will take place at the Sheraton New York Times Square, 811 7th Avenue, New York, NY, 10019, 212-581-1000.

NABE/NCBP/NCBF Officers’ Greeting . 1 Third Set of Concurrent Track Annual Meeting At-A-Glance . . . . . 4 Sessions ...... 14 NABE Luncheon and Business NABE ...... 7. Meeting ...... 15 NABE Program Committee Meeting . .15 NABE Sponsors ...... 7 NABE Board of Directors, ABA House NABE Board of Directors Meeting . . . 9 Delegate and Program Committee . .16 NABE Communications Section NABE Committee, Forum and Section Executive Council Meeting ...... 9 Leadership ...... 18 NABE Orientation for First-time NABE Past Presidents ...... 20 Attendees ...... 9 NABE Award Recipients ...... 22 NABE Welcome Reception ...... 9 NABE Welcome Breakfast ...... 9 NCBP ...... 24 Opening Plenary Session— Creating Transformational Change— NCBP Sponsors ...... 24 How to Make Innovative Ideas NCBP Finance & Investment Spread ...... 10 Committee Meeting ...... 26 NABE Chat Circles ...... 10 NCBP Sponsorship Committee Sponsor Networking Break ...... 11 Meeting ...... 26 First Set of Concurrent Track Sessions . 11 NCBP Membership Committee Meeting ...... 26 General Lunch ...... 12 NCBP Diversity & Inclusion Lunch and Discussion for Associate, Committee Meeting ...... 26 Assistant and Deputy Executive Directors ...... 12 NCBP Communications Committee Meeting ...... 26 Second Set of Concurrent Track Sessions ...... 12 NCBP Program Committee Meeting . .26 Sponsor Networking Break ...... 13 NCBP Executive Council Meeting . . . 26 Plenary Session—TED Talks & MBC Executive Committee Meeting . . 26 Round‑table Discussions ...... 13 1st Timers Orientation ...... 26 Wednesday Night Party ...... 13 Diversity Gathering ...... 26 General Breakfast ...... 14 NCBP and ABA Center for Administration & Finance Section Innovation Joint Plenary Session: Breakfast ...... 14 Just Debt? Reimagining Fines & Fees in America ...... 27 Communication Section Breakfast . . .14 NCBP Welcome Reception ...... 27 Plenary Session—In the Case of HR, Prevention is Better Than Cure . . . 14 NCBP Executive Council and Council Alumni Dinner (Private Event) . . . 27 Sponsor Networking Break ...... 14 MBC Executive Committee Dinner (Private Event) ...... 27

2 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY Pre-Meeting Session— NCBP Welcome Reception ...... 46 Mindfulness Matters ...... 27 NCBF Dinner (ticket required) . . . . 46 NCBP Nominating Committee Welcome and Introductions ...... 47 Meeting ...... 28 Friday Morning Plenary— Welcome and Introductions ...... 28 Bar Be Nimble. Bar Be Quick. Friday Morning Plenary— Is Advocating in Our Bailiwick? . . . 47 Bar Be Nimble. Bar Be Quick. Sponsorship Break ...... 47 Is Advocating in Our Bailiwick? . . . 28 Workshop Session 5A ...... 47 Sponsorship Break ...... 28 NCBP/NABE/NCBF Joint Luncheon First Set of Joint Concurrent and Awards Program ...... 48 Workshops ...... 29 Sponsorship Dessert Break ...... 48 NCBP/NABE/NCBF Joint Luncheon and Awards Program ...... 30 Workshop Session 5B ...... 48 Sponsorship Dessert Break ...... 31 Plenary Session: Better Practices for Your Board: How to Succeed by Second Set of Joint Concurrent Really Trying ...... 48 Workshops ...... 31 NCBF Hospitality (BYOB) ...... 49 Diversity Forum—Gender Bias— Why it Matters and How to Breakfast and NCBF Membership Approach it ...... 33 Meeting ...... 49 Roundtables ...... 33 2017 NCBF Partnerships for Success Awards ...... 49 NCBP Breakfast, ABA President-elect Speaks, NCBP Nominating Roundtable Discussions: Committee Report ...... 33 Let’s Talk Money! ...... 49 Saturday Morning Plenary— NCBF Plenary—“Brag and Share” . . . 50 Bars as Conveners: Continuing Wrap up Feedback ...... 50 the Conversation on Bars NCBF New Board of Trustees Meeting . 50 Building Bridges ...... 34 NCBF 2015–2016 Board Members . . .51 Installation of New NCBP President . . 34 NCBF Past Presidents, Trustees Emeritus NCBP New Board Orientation . . . . .34 and Award Recipients ...... 52 NCBP 2016–2017 Executive Council and Committees ...... 35 NCBP Organizational Members . . . .38 NCBP Special Membership ABA Division For Bar Services Staff . . 54 Categories ...... 40 NCBP Award Information ...... 55 NCBP Past Presidents and Award Recipients ...... 42 Hotel Floor Map ...... 57 Metropolitan Bar Caucus Executive NABE/NCBP/NCBF Future Committee and Past Presidents . . . 44 Meeting Dates ...... 58

NCBF ...... 46. NCBF Board of Directors Meeting . . .46 NCBP and ABA Center for Innovation Joint Plenary Session: Just Debt? Reimagining Fines & Fees in America ...... 46

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 3 TUESDAY THURSDAY AUGUST 8, 2017 AUGUST 10, 2017

NABE NABE NCBP

10:00 a.m.–2:30 p.m. 3:30 p.m.–5:00 p.m. 4:00 p.m.–5:00 p.m. 8:00 a.m.–7:00 p.m. 7:15 a.m.–8:15 a.m. NABE Board of NABE NABE Orientation for NABE/NCBP/NCBF NCBP Finance Directors Meetings Communications First-timers Joint Registration & Investment Executive Boardroom, Section Executive Bowery, Lower Level Metropolitan Foyer Committee Meeting Lower Level Council Meeting West, 2nd Floor Liberty Suite 1/2, Madison Square, 5:00 p.m.–6:00 p.m. Registration will be 3rd Floor 2:30 p.m.–5:30 p.m. NABE Welcome

At-A-Glance Lower Level closed for lunch NABE/NCBP/NCBF Reception Honoring 7:15 a.m.–8:00 a.m. 12:00 p.m.–1:00 p.m. Joint Registration NABE President NCBP Sponsorship Metropolitan Foyer Robert E. Craghead 8:15 a.m.–9:15 a.m. Committee Meeting West, 2nd Floor Lenox Ballroom, NABE Section Madison Suite 2, 2nd Floor Meetings 5th Floor Communications Section 8:00 a.m.–7:00 p.m. NABE/NCBP/NCBF Riverside Suite, WEDNESDAY Registration AUGUST 9, 2017 3rd Floor Administration & Metropolitan West NABE Finance Section Foyer, 2nd Floor Liberty Suite 3, Registration will 7:00 a.m.–4:30 p.m. 11:10 a.m.–11:40 a.m. 2:40 p.m.–3:10 p.m. 3rd Floor be closed from NABE/NCBP/NCBF Sponsor Sponsor 12:00 p.m.–1:00 p.m. Joint Registration Networking Break Networking Break 9:15 a.m.–9:30 a.m. Metropolitan Foyer Central Park East/ Central Park East/ Transfer Break 8:00 a.m.–9:00 a.m. West, 2nd Floor West, 2nd Floor West, 2nd Floor NCBP Membership Registration will be 9:30 a.m.–10:30 a.m. Committee Meeting 11:40 a.m.–12:40 p.m. 3:10 p.m.–4:10 p.m. closed for lunch Plenary Session— Madison Suite 2, Concurrent Track Plenary Session— In the Case of HR, 5th Floor 12:40 p.m.–1:40 p.m. Sessions TED Talks & Prevention is Better 9:00 a.m.–10:00 a.m. 7:30 a.m.–9:00 a.m. Track 1A Roundtable Than Cure NCBP Diversity & NABE Welcome Empire Ballroom Discussions Metropolitan Inclusion Committee Breakfast East, 2nd Floor Metropolitan Ballroom West, Meeting Metropolitan Track 1B Ballroom West, 2nd Floor Ballroom West, Empire Ballroom 2nd Floor Madison Suite 1, 2nd Floor West, 2nd Floor 10:30 a.m.–11:00 a.m. 5th Floor 6:15 p.m.–7:45 p.m. Sponsor Track 1C 10:00 a.m.–11:00 a.m. 9:00 a.m.–10:00 a.m. Wednesday Night Networking Break New York Ballroom NCBP Plenary Session— Party Central Park East/ West, 3rd Floor Communications Creating New York City Bar, West, 2nd Floor Committee Meeting Transformational 12:40 p.m.–1:40 p.m. Library, 42 West 44th Change—How to General Lunch Street, New York, NY 11:00 a.m.–12:00 p.m. Liberty Suite 1/2, Make Innovative Metropolitan 10036 Concurrent Track 3rd Floor Ideas Spread Ballroom West, 2nd Sessions Track 3A 11:00 a.m.–1:00 p.m. Metropolitan Floor NCBP Program Empire Ballroom Ballroom West, Committee Meeting 12:40 p.m.–1:40 p.m. 2nd Floor East, 2nd Floor Lunch and Track 3B Liberty Suite 5, 3rd Floor 10:00 a.m.–10:10 a.m. Discussion for Empire Ballroom

NABE/NCBP/NCBF Annual Meeting NABE/NCBP/NCBF Transfer Break Associate, Assistant West, 2nd Floor 1:00 p.m.–3:00 p.m. and Deputy Track 3C NCBP Executive 10:10 a.m.–11:10 a.m. Executive Directors New York Ballroom NABE Chat Circles Council Meeting New York Ballroom West, 3rd Floor Communications Liberty Suite 1/2, East, 3rd Floor 3rd Floor Empire Ballroom 12:00 p.m.–1:30 p.m. East, 2nd Floor 1:40 p.m.–2:40 p.m. NABE Luncheon and 2:00 p.m.–4:00 p.m. Value Proposition Concurrent Track Business Meeting MBC Executive Empire Ballroom Sessions Metropolitan Committee Meeting West, 2nd Floor Track 2A Ballroom West, Madison Suite 2, Young Lawyers Empire Ballroom 2nd Floor 5th Floor New York Ballroom East, 2nd Floor West, 3rd Floor Track 2B 1:30 p.m.–3:00 p.m. 3:00 p.m.–4:00 p.m. Administration Empire Ballroom NABE Program 1st Timers & Finance West, 2nd Floor Committee Meeting Orientation Riverside Ballroom, Track 2C Liberty Suite 5, Bowery, Lower Level 3rd Floor New York Ballroom 3rd Floor West, 3rd Floor

4 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY NABE/NCBP/NCBF Annual Meeting THURSDAY FRIDAY AUGUST 10, 2017 AUGUST 11, 2017

NCBF NCBP NCBF

4:00 p.m.–5:00 p.m. 8:00 a.m.–7:00 p.m. 7:15 a.m.–8:00 a.m. 11:55 a.m.–1:10 p.m. 7:30 a.m.–4:45 p.m. Diversity Gathering NABE/NCBP/NCBF Pre-meeting NCBP/NABE/NCBF NABE/NCBP/NCBF Riverside Suite Joint Registration session— Joint Luncheon and Registration 3rd Floor Metropolitan West Mindfulness Matters Awards Program Metropolitan West Foyer, 2nd Floor Riverside Ballroom, Metropolitan Foyer, 2nd Floor 5:00 p.m.–6:30 p.m. Registration will be 3rd Floor Ballroom West, Registration will NCBP and ABA Joint closed for lunch from 2nd Floor be closed from Plenary Session: Just 7:30 a.m.–4:45 p.m. 12:00 p.m.–1:00 p.m. 12:00 p.m. – 1:00 p.m. Debt? Reimagining NABE/NCBP/NCBF 1:10 p.m.–1:35 p.m. Fines & Fees in 2:30 p.m.–4:30 p.m. Registration Sponsorship 8:30 a.m.–9:15 a.m. America NCBF Board of Metropolitan West Dessert Break Welcome and Metropolitan Trustees Meeting Foyer, 2nd Floor Central Park East, Introductions Ballroom West, Madison Suite 1, Registration will 2nd Floor Metropolitan 2nd Floor 5th Floor be closed from Ballroom West, 1:35 p.m.–2:35 p.m. 12:00 p.m–1:00 p.m. 2nd Floor 6:30 p.m.–7:30 p.m. 5:00 p.m.–6:30 p.m. Second Set of NCBP Welcome NCBP and ABA Joint 8:00 a.m.–4:30 p.m. Joint Concurrent 9:15 a.m.–10:30 a.m. Reception Plenary Session: Just NCBP Nominating Workshops NCBP/NABE/ New York Ballroom Debt? Reimagining Committee Meeting Workshop 1B NCBF Joint Opening East, 3rd Floor Fines & Fees in Liberty Suite 5, Empire Ballroom Plenary: Bar Be America 3rd Floor East, 2nd Floor Nimble. Bar Be 7:30 p.m.–10:00 p.m. Optional Program— Workshop 2B Quick. Is Advocating NCBP Executive 8:30 a.m.–9:15 a.m. NCBF members Empire Ballroom in Our Bailiwick? Council and Welcome and welcome! West, 2nd Floor Metropolitan Introduction of Bar Council Alumni Metropolitan Workshop 3B Ballroom West, Dinner (advanced Represenatives and Ballroom West, Riverside Ballroom, 2nd Floor registration NCBP Sponsors 2nd Floor 3rd Floor Metropolitan 10:30 a.m.–10:55 a.m. required) Workshop 4B 6:30 p.m.–7:30 p.m. Ballroom West, Sponsorship Break Le Parker Meridien, (MBC) NCBP Welcome 2nd Floor Central Park East 119 W 56th St, Metropolitan Reception (NCBF 2nd Floor New York, NY 10019 Ballroom East, members welcome) 9:15 a.m.–10:30 a.m. 7:30 p.m.–10:00 p.m. NCBP/NABE/ 2nd Floor 10:55 a.m.–11:55 a.m. New York Ballroom NCBF Joint Opening Workshop 5B First Set of Joint MBC Executive East, 3rd Floor

Committee Plenary—Bar Be (NCBF) Concurrent At-A-Glance Dinner (advanced 7:00 p.m.–9:00 p.m. Nimble. Bar Be Sugar Hill, Workshops registration NCBF Thursday Night Quick. Is Advocating Lower Level Workshop 5A required) Dinner in Our Bailiwick? Sugar Hill, 2:35 p.m.–2:45 p.m. New York City Metropolitan Lower Level Delmonico’s, Transfer Break 56 Beaver St, Bar Association, Ballroom West, 11:55 a.m.–1:10 p.m. New York, NY 10004 42 W. 44th Street, 2nd Floor 2:45 p.m.–3:45 p.m. NCBP/NABE/NCBF New York, NY Diversity Forum— 10:30 a.m.–10:55 a.m. Joint Luncheon and 10036 Generational Sponsorship Break Awards Program Advanced ticket Diversity: Improving Central Park East, Metropolitan purchase required to Understanding, 2nd Floor Ballroom West, attend Communication & 2nd Floor 10:55 a.m.–11:55 a.m. Productivity along First Set of Joint Generational Lines 1:10 p.m.–1:35 p.m. Concurrent Metropolitan Sponsorship Workshops Ballroom West, Dessert Break Workshop 1A 2nd Floor Central Park East Empire Ballroom 2nd Floor 3:45 p.m.–3:50 p.m. East, 2nd Floor Transfer Break Workshop 2A 1:35 p.m.–2:35 p.m. Second Set of Empire Ballroom 3:50 p.m.–4:45 p.m. Joint Concurrent West, 2nd Floor NCBP Roundtable Workshops Workshop 3A Discussions Workshop 5B Riverside Ballroom, State Bar Sugar Hill, 3rd Floor Roundtables Lower Level Workshop 4A Central Park West, (MBC) 2nd Floor 2:35 p.m.–2:45 p.m. Metropolitan Metro Bar Transfer and Ballroom East, Roundtables “Stretch” Break 2nd Floor Metropolitan Workshop 5A Ballroom East, (NCBF) 2nd Floor Sugar Hill, Lower Level

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 5 FRIDAY SATURDAY AUGUST 11, 2017 AUGUST 12, 2017

NCBP NCBF

2:45 p.m.–4:00 p.m. 7:45 a.m.–11:30 a.m. 7:45 a.m. – 11:30 a.m. Plenary Session: NABE/NCBP/ NABE/NCBP/NCBF Better Practices for NCBF Registration Registration Your Board: How to Metropolitan West Metropolitan West Succeed by Really Foyer, 2nd Floor Foyer, 2nd Floor Trying 8:00 a.m.–9:30 a.m. 8:15 a.m. – 9:15 a.m.

At-A-Glance Sugar Hill, NCBP Breakfast and Lower Level Breakfast, ABA Membership 4:00 p.m.–5:00 p.m. President‑elect Meeting NCBF Hospitality— Speaks, NCBP Central Park West, BYOB (Buy Your Nominating 2nd Floor Own Beverage) Committee Report (optional) Metropolitan 9:15 a.m. – 9:30 a.m. 2017 Partnerships Link Café and Bar, Ballroom West, for Success Award Sheraton New York 2nd Floor Presentation Times Square, Lobby 9:30 a.m.–11:00 a.m. Central Park West, Closing Plenary— 2nd Floor Bars as Conveners: Continuing the 9:30 a.m. – 10:45 a.m. Conversation Roundtable on Bars Building Discussions: Bridges Let’s Talk Money! Metropolitan Central Park West, Ballroom West, 2nd Floor 2nd Floor 10:45 a.m. – 11:15 a.m. Plenary Session: 11:00 a.m.–11:15 a.m. Installation of New “Brag and Share” NCBP President Central Park West, Metropolitan 2nd Floor Ballroom West, 11:15 a.m. – 11:30 a.m. 2nd Floor Wrap up Feedback Central Park West, 11:15 a.m.–12:15 p.m. NCBP New Board 2nd Floor Orientation 11:30 a.m. – 12:00 noon Liberty Suite 1/2, NCBF New Board of 3rd Floor Trustees Meeting Central Park West, 2nd Floor NABE/NCBP/NCBF Annual Meeting NABE/NCBP/NCBF

Sugar Chelsea Hill Health Club

Pre-Function Area 1

Reception Desk Reception Elevators

FedEx® Sheraton O ce Elevators

Times Square Pre-Function Area 4 Union Bryant Pre- Executive Pre- Square Park Function Function Sutton Floor Plan Area 3 Flat- Boardroom Area 2 Columbus Bowery Gramercy Ante Place iron Room For a hotel map, please see pageCircle 57.Madison Turtle Square Bay Murray Hill

Lower Level

Empire Ballroom East West 6 2017 NABE NCBP NCBF ANNUAL MEETING Lenox NEW YORK CITY Ballroom Elevators

Escalators Elevators 2nd Floor

Metropolitan Ballroom Central Central Stage Park East East West Park West

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Riverside New York Ballroom Ballroom Stage East West Riverside Suite Elevators

Escalators Carnegie Carnegie Liberty Elevators East West 3

3rd Floor Liberty 1 Liberty 5 Liberty Liberty 2 4 Liberty 3

5th Floor Madison Madison Madison Madison Madison Madison Suite Suite Suite Suite Suite Suite 6 5 4 3 2 1

Elevators Park Park Park Park Park Suite Suite Suite Suite Suite 5 4 3 2 1 NABE SPONSORS Thank you to our sponsors for their generous support of the 2017 Annual Meeting. Visit our sponsors in Central Park East/West, 2nd Floor, during NABE Sponsor Networking Breaks on Wednesday, August 9, from 11:10 a.m.–11:40 a.m. and 2:40 p.m.–3:10 p.m. and on Thursday, August 10, from 10:30a.m. –11:00 a.m.

PLATINUM Affinity Solutions – Austin, TX 78749 First Bankcard (512) 904-1829 LexisNexis [email protected] Afsoon Kahtibloo- Bill Pitt, Director, Business www.inreachce.com McClellan, JD, Director Development Tuesday Welcome Reception Global Associations 1620 Dodge Street, Stop 3122 9443 Springboro Pike Omaha, NE 68197 Miamisburg, OH 45342 (402) 602-6891 IntelLinx, Inc. (937) 247-8124 [email protected] Dave Dunning, President afsoon.mcclellan@ www.AffinitySolutionsFBC. 25A Crescent Drive, lexisnexis.com com Suite 251 www.lexisnexis.com Wednesday Chat Circles: Pleasant Hill, CA 94523 Thursday Lunch Value Proposition (925) 948-0745 [email protected] www.intellinx.com GOLD CloudLaw, Inc./ Zeekbeek Wednesday Chat Circles: LawPay Robert Aicher, Chief Communications Amy Porter, Chief Executive Executive Officer Officer 3588 Veterans Drive, Suite 1 Legal Services Link 3700 N. Capital of Texas Traverse City, MI 49684 Matthew Horn, Co-Founder Highway, Suite 420 (917) 951-9335 222 Merchandise Mart Plaza, Austin, TX 78746 [email protected] Suite 1212 (866) 376-0950 www.zeekbeek.com Chicago, IL 60654 [email protected] Wednesday Chat Circles: (847) 404-9449 www.lawpay.com Young Lawyers mhorn@legalserviceslink. Wednesday Night Party com DigitalTown, Inc. www.legalserviceslink.com SILVER Robert Monster, Chief Wednesday General Lunch Abila Executive Officer Howard Pollock, Vice P.O. Box 742 YourMembership President, Enterprise Sales Bellevue, WA 98009 JP Guilbault, CEO + 10800 Pecan Park Boulevard, (425) 765-0077 President Suite 400 [email protected] 9620 Executive Center Drive Austin, TX 78750 Wednesday Chat Circles: North, Suite 200 (703) 506-7039 Administration & Finance St. Petersburg, FL 33702 [email protected] (727) 827-0046 www.abila.com InReach contactus@yourmembership. Wednesday Afternoon Neil Ashizawa, Chief com Plenary – TED Talks & Executive Officer www.yourmembership.com Roundtable Discussions 5700 South Mopac NABE Website Expressway

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 7 BRONZE GEICO (904) 861-3251 ABA Retirement Deedre Daniel, Director, ngriffin@memberbenefits. Partnership and Affinity com Funds Program www.memberbenefits.com Michael Moniz, Vice Marketing President, Head of New Plan 3535 West Pipkin Road Acquisitions & Strategic Lakeland, FL 33811 MemberCentral Mauricio Fonseca, Chief Relationships (863) 602-4688 Product Advocate P.O. Box 5142 [email protected] 5113 Southwest Parkway Boston, MA 02206 www.geico.com/partnerships Austin, TX 78735 (508) 517-9550 (512) 684-8070 michael.moniz@ Higher Logic mfonseca@membercentral. abaretirement.com Mark Lowry, Chief Revenue com www.abaretirement.com Officer 1600 Wilson Boulevard, Suite www.membercentral.com Aura Innovative 400 Technology Arlington, VA 22209 Meridian One James Chen, Chief Executive (202) 360-4448 Corporation Mickey Herbert, President Officer [email protected] 5775 General Washington 223 W. Jackson Boulevard, www.higherlogic.com Drive Suite 1112 Alexandria, VA 22312 Chicago, IL 60606 HotDocs Market (703) 928-1846 (312) 479-6211 Jonathan Hoy, Vice [email protected] [email protected] President www.meridianone.com www.aurachicago.com 387 South 520 West, Suite 210 Cuba Cultural Travel Lindon, UT 84042 National Purchasing Michael Sykes, President (937) 344-3808 Partners 1535 El Paisano Drive [email protected] Samantha Meason, Business Fallbrook, CA 92028 www.hotdocsmarket.com Consultant (760) 560-7527 1100 Olive Way, Suite 1020 michael@cubaculturaltravel. Lexology Seattle, WA 98101 com Darran Clarke, Manager, (206) 494-4524 www.cubaculturaltravel.com Associations and Corporate samantha.meason@mynpp. Partnerships com Euclid Technology New Hibernia House, www.mynpp.com Dan Antonoff, Vice Winchester Walk President of Sales London, UK SE1 9AG Office Depot 8120 Woodmont Avenue, 44 (777) 884-3483 Danny Weddle, National Suite 710 [email protected] Account Manager Bethesda, MD 20814 www.lexology.com 6600 North Military Trail (301) 986-4011 Boca Raton, FL 33496 dantonoff@euclidtechnology. Member Benefits (405) 568-7809 com Naomi Griffin, Marketing danny.weddle@officedepot. www.euclidtechnology.com Director com 7645 Gate Parkway, Suite 101 www.officedepot.com Jacksonville, FL 32257

Special thanks to the New York State Bar Association for donating the Annual Meeting printed program, and to the Illinois State Bar Association for its support of the Welcome Reception in recognition of incoming NABE President Robert E. Craghead.

8 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 2017 NABE ANNUAL MEETING Unless otherwise noted below, sessions and events will take place at the Sheraton New York Times Square, 811 7th Avenue, New York, NY, 10019, 212-581-1000.

Tuesday, August 8, 2017 Join your colleagues, friends, sponsors and speakers and other early arrivals at the NABE 10:00 a.m.–2:30 p.m. Welcome Reception. Meet and greet new NABE Board of Directors NABE President Robert (Bob) Craghead and Meeting enjoy light reception fare before heading out Executive Boardroom, Lower Level for an evening in the Big Apple! Sponsored by InReach 2:30 p.m.–5:30 p.m. NABE/NCBP/NCBF Joint Wednesday, August 9, 2017 Registration Metropolitan Foyer West, 2nd Floor 7:00 a.m.–4:30 p.m. NABE/NCBP/NCBF Joint 3:30 p.m.–5:00 p.m. Registration NABE Communications Section Metropolitan Foyer West, 2nd Floor Executive Council Meeting Registration will be closed for lunch 12:40 p.m.– Madison Square, Lower Level 1:40 p.m.

4:00 p.m.–5:00 p.m. 7:30 a.m.–9:00 a.m. NABE Orientation for First-time NABE Welcome Breakfast Attendees Metropolitan Ballroom West, 2nd Floor Bowery, Lower Level Begin your day with breakfast and an oppor- If this is your first time attending a NABE meet- tunity to visit with your colleagues. Breakfast ing, this session is for you! Come meet other will be available starting at 7:30 a.m. and an- first-time attendees, members of the NABE nouncements will begin at 8:15 a.m. First- Board, and connect with your meeting buddy. time meeting attendees and sponsors will be You’ll learn all about NABE, how to get involved, introduced, our city and state hosts will wel- and what to expect from this year’s meeting. come us to New York City, and there will be an You’ll even have a chance to participate in a fun overview of the programs slated for the meet- ice breaker activity. It’s the perfect opportunity ing before the opening plenary session begins. to make new connections before the meeting SPEAKERS programming begins on Wednesday. Robert E . Craghead, Springfield, IL, Execu- tive Director, Illinois State Bar Association 5:00 p.m.–6:00 p.m. and NABE President NABE Welcome Reception Pamela McDevitt, Albany, NY, Executive Di- Honoring NABE President rector, New York State Bar Association Robert E. Craghead Bret Parker, New York, NY, Executive Direc- Lenox Ballroom, 2nd Floor tor, New York City Bar Association

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 9 Sophia Gianacoplos, Executive Director, New 10:00 a.m.–10:10 a.m. York County Lawyers Association Transfer Break Chris Manos, Helena, MT, Executive Direc- tor, State Bar of Montana and NABE Member- 10:10 a.m.–11:10 a.m. ship Committee Chair NABE Chat Circles John W . “Bo” Landrum, Birmingham, AL, Join your colleagues for an opportunity to Executive Director, Birmingham Bar Associa- network and learn from each other during tion and 2016-2017 NABE Sponsorship Com- this open format session. Attendees may se- mittee Chair lect from different rooms to join peer-to-peer David A . Blaner, Pittsburgh, PA, Executive discussions led by facilitators on a specific Director, Allegheny County Bar Association, topic. Choose from the following topics: Value and 2016-2017 NABE Program Committee Proposition, Young Lawyers, Administration Chair & Finance, and Communications. Select a new topic at any time during this session by mov- 9:00 a.m.–10:00 a.m. ing from room to room. Plenary Session – Creating Transformational Change – How Communications to Make Innovative Ideas Spread Empire Ballroom East, 2nd Floor Metropolitan Ballroom West, 2nd Floor Join this session if you are interested in The legal profession, like many industries and chatting and learning from your col- professions today, is being disrupted by rapid leagues about bar association communica- changes in technology, culture and business tions: public relations, publications, social practice. These days, lawyers compete for media and more. business not only with other lawyers, but a Sponsored by IntelLinx, Inc. wide array of algorithms, websites and other substitutes. Bar associations are in a unique Value Proposition position to drive change through the legal pro- Empire Ballroom West, 2nd Floor fession, but how can we get new practices ad- When asked why someone should join your opted? Popular author and speaker Greg Satell bar association, is your value statement so will point the way to creating transformative long you could never repeat it? During this change through the lessons of successful social working session, you will create an eleva- movements. Through rich and vivid examples, tor speech that will roll off your tongue and he will explain the six steps to making an in- send attorneys running to join your bar novative idea spread. From defining a purpose association. Attendees will work through to making a plan to driving implementation, facilitated discussion questions to craft you will be shown how others have done it and the perfect statement that identifies how how you can do it too. members are better off because of your bar INTRODUCTION association. Jordan Yochim, Topeka, KS, Executive Direc- Sponsored by Affinity Solutions – First tor, Kansas Bar Association Bankcard SPEAKER Greg Satell, Gladwyne, PA, Author, Mapping Innovation

10 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY Young Lawyers But some have survived and thrived. In New York Ballroom West, 3rd Floor addition to the bar associations that are Join this session if you are interested in maintaining the traditional model, some chatting and learning from your colleagues organizations are looking to change up the about mentor programs, resources for new traditional model in a variety of ways. Dur- and young lawyers and more. ing this session, you’ll learn from panelists Sponsored by Cloudlaw Inc./Zeekbeek who are reaping the benefits of staying rooted in the LRS business and those who Administration & Finance have moved to a new or changed model. Riverside Ballroom, 3rd Floor SPEAKERS Join this session if you are interested in Clifford Flood, Lansing, MI, General chatting and learning from your colleagues Counsel, State Bar of Michigan about all things administration and fi- Crista Hogan, Springfield, MO, Execu- nance: technology and administration, hu- tive Director, Springfield Metropolitan Bar man resources, professional development, Association budgets and more. SJ Kalian, San Diego, CA, Deputy Execu- Sponsored by DigitalTown, Inc. tive Director and COO, San Diego County Bar Association 11:10 a.m.–11:40 a.m. John F . Phelps, Phoenix, AZ, Chief Execu- Sponsor Networking Break tive Officer, State Bar of Arizona Central Park East/West, 2nd Floor Stop by the sponsor room for some refresh- Track 1B – Managing ments, to visit with sponsors to learn about Generational Differences in the their services and to enter to win great prizes. Workplace Prize drawings will be held at the end of the Empire Ballroom West, 2nd Floor Wednesday afternoon sponsor break (2:40 By 2020, Millennials will be fifty percent p.m.) and the Thursday morning sponsor of the workforce, yet they continue to be break (10:30 a.m). You must be in attendance the most stereotyped generation in history. to claim your prize. These stereotypes are interfering with their successful entry into the legal profession as 11:40 a.m.–12:40 p.m. well as into our bar associations. As the Concurrent Track Sessions numbers of Millennials grow, so do the an- ecdotes that prevent each generation from Track 1A – Can You Hear seeing the best in each other. This work- Me Now? Listening to shop session is designed to demystify gen- Lawyer Referral Trends and erational differences, provide updated data Remaining Relevant to Your and research of relevance, and identify Members and Market strategies for developing successful multi- Empire Ballroom East, 2nd Floor generational relationships that promote Technology has dramatically altered the institutional excellence and long-term sus- lawyer referral landscape. A large per- tainability in our profession and our bar centage of bar associations have pulled associations. up roots, not able to weather the trends.

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 11 SPEAKER Track 2A – You Say It’s Politics, Lauren Stiller Rikleen, Wayland, MA, I Say It’s Public Interest: President, Rikleen Institute for Strategic Navigating the Quicksand of Leadership Taking Public Positions Empire Ballroom East, 2nd Floor Track 1C – Reeling Them Back It is more and more common for bar asso- In: Successful Bait to Lure ciations to be called on, by their members, Lapsed Members external stakeholders, and their governing New York Ballroom West, 3rd Floor boards, to take public positions on high- Many bar associations live or die by their profile debates. Whether it is traditional ability to recruit and retain dues-paying topics, such as court funding or judicial members. But how many have developed independence, or more cutting-edge is- strategies to rekindle the relationship once sues like same-sex marriage and funding a member has left the association? We’ll for parks and the arts, associations are learn from one voluntary bar about suc- expected to be responsive and to partici- cessful strategies and look at the wider pate in public discourse. But what are the world of professional associations for tips, risks and benefits? How can bars stay true tactics, and techniques. Mandatory bars to their missions but also take principled also may benefit from these strategies, stands? How do you draw a line? Is there which will assist in refreshing member in- a line? Panelists responding to fast-paced terest in declining programs and products. hypotheticals will include executive direc- SPEAKERS tors and bar staff in government relations, Lauren Costello, New York, NY, Account communications, and section relations. Executive, Kellen Company MODERATOR Bradley J . Lagusch, Toledo, OH, Execu- Tim Eigo, Phoenix, AZ, Editor, Arizona tive Director, Toledo Bar Association Attorney, State Bar of Arizona SPEAKERS 12:40 p.m.–1:40 p.m. Leah G . Johnson, Columbia, SC, Assistant General Lunch Executive Director, South Carolina Bar Metropolitan Ballroom West, 2nd Floor D’Arcy Kemnitz, Esq ,. Washington, DC, Sponsored by Legal Services Link Executive Director, National LGBT Bar Association 12:40 p.m.–1:40 p.m. Tina Matsuoka, Washington, DC, Ex- Lunch and Discussion for ecutive Director, National Asian Pacific Associate, Assistant and Deputy American Bar Association Executive Directors Allan Ramsaur, Nashville, TN, Execu- New York Ballroom East, 3rd Floor tive Director Emeritus, Tennessee Bar Association 1:40 p.m.–2:40 p.m. Concurrent Track Sessions Track 2B – A New Convention Dimension Empire Ballroom West, 2nd Floor Many of us get in the same old rut in our conventions and trade shows. Time to

12 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY shake it up with insight from those who with our sponsors. While visiting, enjoy some know the industry best. Meeting planners, afternoon refreshments and enter to win raffle hotel coordinators and convention and prizes. The first prize drawing will be held at visitors bureaus are on the front lines ev- the end of this session and raffle winners must ery day. They see the best of the best when be in attendance to claim their prize. it comes to planning. Gather ideas from industry experts to give your next conven- 3:10 p.m.–4:10 p.m. tion a face lift. Plenary Session – TED Talks & SPEAKER Roundtable Discussions Bill Holmes, New York, NY, Senior Direc- Metropolitan Ballroom West, 2nd Floor tor Business Development, FreemanXP You can learn a lot from an expert in a short pe- Tracey Lane, Fair Lawn, NJ, Owner and riod of time. Our three experts will share prac- President, The Lane Group, LLC tical tips for dealing with information overload, getting the most out of a meeting, and making Track 2C – Increasing Value a persuasive case. This fast-paced, lively session without Increasing Costs will use the TED-format to inform, inspire, and New York Ballroom West, 3rd Floor ignite your thinking. Ready. Set. Talk. In these days where bar associations are SPEAKERS facing greater competition and perhaps Debra J .M . Best, SPHR, SHRM-SCP, Albany, seeing flat or decreasing membership NY, Owner and Principal, Deb’s Best Practices trends, we are all trying to figure out how Christina Plum, Esq ,. Milwaukee, WI, Attor- to provide more value to members with- ney, Wisconsin Court of Appeals, and Adjunct out impacting the bottom line. Some bar Professor, University of Wisconsin Law School associations have taken innovative steps Allison C . Shields, Esq ,. Long Island, New toward this goal. In this session you will York, President, Legal Ease Consulting, Inc. hear the thinking that went into these out- Sponsored by Abila of-the-box ideas, the capital in getting the ideas started and the impact they have had 6:15 p.m.–7:45 p.m. on their members. Wednesday Night Party SPEAKERS New York City Bar Association, Library, 42 Julia Baldini, Christiansted, St. Croix, US West 44th Street, New York, NY 10036 Virgin Islands, Executive Director, Virgin Join your colleagues for a sophisticated New Islands Bar Association York cocktail party at the New York City Bar Rebecca Ruppert McMahon, Cleveland, Association's landmark, neoclassical style OH, Executive Director, Cleveland Met- building, 42West44, just off Fifth Avenue on ropolitan Bar Association and Foundation “Club Row,” next to the Theatre District. Enjoy Mary Kay Price, Indianapolis, IN, Director drinks and hors d’oeuvres in an elegant library of Marketing and Communications, India- setting while listening to a jazz performance napolis Bar Association and Foundation from musicians from the Manhattan School of Music. Walking directions are available on 2:40 p.m.–3:10 p.m. the handouts table next to registration. Meet Sponsor Networking Break in the Sheraton lobby at 6:00 p.m. to join oth- Central Park East/West, 2nd Floor ers walking in groups or cabbing to the event. Don’t miss out on your second chance to chat Sponsored by LawPay

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 13 Thursday, August 10, 2017 to engage counsel and key impacts for HR Professionals. 8:00 a.m.–7:00 p.m. • Understand your responsibilities whether NABE/NCBP/NCBF Joint you manage one intern or a staff of 500. Registration MODERATOR Metropolitan Foyer West, 2nd Floor Bret Parker, New York, NY, Executive Direc- Registration will be closed for lunch 12:00 tor, New York City Bar Association p.m.–1:00 p.m. SPEAKERS John H . Gross, Esq ,. Harrison, NY, Attorney, 8:15 a.m.–9:15 a.m. Ingeman Smith, LLP NABE Section Meetings Elizabeth Spector Louden, Esq ., New York, NY, Associate Attorney, Labor and Employ- Communications Section ment Department, Proskauer Rose LLP Riverside Suite, 3rd Floor 10:30 a.m.–11:00 a.m. Administration & Finance Sponsor Networking Break Section Central Park East/West, 2nd Floor Liberty Suite 3, 3rd Floor Take one last break from the workshop sessions to meet with sponsors and learn about 9:15 a.m.–9:30 a.m. their services. This is your last chance to enter Transfer Break the raffle. The final prize drawing will be held during this session. You must be in attendance 9:30 a.m.–10:30 a.m. to win and claim your prize. Plenary Session – In the Case of HR, Prevention is Better Than 11:00 a.m.–12:00 P.M. Cure Concurrent Track Sessions Metropolitan Ballroom West, 2nd Floor One way to achieve positive results in your Track 3A – Social Media organization is through evaluating and im- Strategies for Special Event & plementing changes based upon real-world CLE Success scenarios that others have faced. This session Empire Ballroom East, 2nd Floor will raise the most relevant decisions and even Get key strategies to integrate before, more importantly reveal the lessons and sub- during and after special events and CLEs sequent alterations you may want to make in to maximize communication potential, your organization to minimize your court- build buzz, and increase sponsorship and house concerns. This session will help you: attendees. Panelists will share how they • Learn about the latest impactful court deci- choose which social media tools are best sions in employment law. for the event, learn specific steps for im- • Gain an understanding of how the respec- plementation via real world examples and tive decisions will change the manner in how to review metrics to determine future which HR conducts itself. strategy. If time allows, participants will • Evaluate hot topics in employment law, key break into small groups to develop strate- areas of focus to help avoid litigation, when gies on the spot for their own events.

14 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY MODERATOR Meetings, meetings, meetings… Even Sharon Nolan, Chicago, IL, Director of those of us who love a good meeting get Marketing, The Chicago Bar Association frustrated when they are not productive. SPEAKERS Effectively planning and running meet- Mary A . Augsburger, Columbus, OH, ings, or helping bar volunteers do so, re- Executive Director, Ohio State Bar quires leaders to address challenges such Association as setting the agenda, handling late arriv- Yang Chen, New York, NY, Executive Di- als, keeping participants from talking over rector, Asian American Bar Association of one another, and getting clarity of the “to- Ne w York dos” that will follow the meeting. Telecon- Karen B . Korr, San Diego, CA, Director of ference meetings present their own unique Outreach and Strategy, and CCO, San Di- challenges. This program will highlight ego County Bar Association specific strategies for making in-person W . Patrick Tandy, Baltimore, MD, Direc- and teleconference meetings more engag- tor of Communications, Maryland State ing and productive. Bar Association SPEAKER Christina Plum, Esq ., Milwaukee, WI, At- Track 3B – How to Be a Best torney, Wisconsin Court of Appeals, and in Class Partner – Maximizing Adjunct Professor, University of Wiscon- Sponsorship and Member sin Law School Benefits Programs Empire Ballroom West, 2nd Floor 12:00 p.m.–1:30 p.m. This session will outline the infrastruc- NABE Luncheon and Business ture and resources needed to attract the Meeting best business partners and set up the most Metropolitan Ballroom West, 2nd Floor mutually beneficial agreements. Speaker At the last NABE membership meeting of the Bill O’Boyle, Founder and CEO of North year, we'll hear reports from the NABE trea- State Consulting, will focus on how busi- surer and NABE delegate to the ABA House nesses approach these programs and the of Delegates. We'll also recognize the efforts value they are looking to create. You’ll gain of the recipients of the Peer Excellence Award, a better understanding of how to utilize LexisNexis Educational and Community Out- your existing tools and the simple things reach Awards, and NABE President's Award. you can add to create a great program for We'll thank outgoing committee and section all involved. chairs and witness the ceremonial passing of SPEAKER the gavel between Immediate Past President Bill O’Boyle, Raleigh, NC, Founder and Zoe Linza and President Robert Craghead. CEO, North State Consulting See you in Vancouver! Sponsored by LexisNexis Track 3C – Getting Control of In-Person and Teleconference 1:30 p.m.–3:00 p.m. Meetings NABE Program Committee New York Ballroom West, 3rd Floor Meeting Liberty Suite 5, 3rd Floor

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 15 NABE BOARD OF DIRECTORS, ABA HOUSE DELEGATE, AND PROGRAM COMMITTEE

NABE 2017-2018 Board of Directors

President Local Bar Directors Robert E . Craghead, Executive Director, Il- Jenna Grubb, Director of Communications, linois State Bar Association Toledo Bar Association Kevin Ryan, Executive Director, Monroe President-elect County Bar Association Karen Hutchins, Executive Director, Arkan- sas Bar Association Directors At-Large Ellen Miller-Sharp, Executive Director, San Vice President Diego County Bar Association Julie Armstrong, Executive Director, India- Elizabeth Derrico, Associate Executive Di- napolis Bar Association rector, New York State Bar Association

Secretary ABA House Delegate Julia Baldini, Executive Director, Virgin Allan Ramsaur, Tennessee Bar Association Islands Bar Association NABE Liaisons Treasurer Pamela E . Robinson, ABA Division for Bar Francis J . O’Rourke, Deputy Executive Di- Services rector, Pennsylvania Bar Association Rebecca Green-Jablonsky, ABA Division for Bar Services Immediate Past President Zoe W . Linza, Executive Director, Bar As- NABE Member Services Coordinator sociation of Metropolitan St. Louis Nora Warens, ABA Division for Bar Services

State Bar Directors* *Appointment Pending Terry L . Hill, Division Director, The Florida Bar

16 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY NABE 2017 Annual Meeting Program Committee

Chair Ex Officio Members David A . Blaner, Allegheny County Bar Elizabeth Derrico, New York State Bar Association Association Sophia Gianacoplos, New York County Law- Vice Chair yers Association Whitney von Haam, Wake County Bar/10th Bret Parker, New York City Bar Association Judicial District Bar Board Liaison Members Robert Craghead, Illinois State Bar Terri Bryant, Atlanta Bar Association Association Hinda Carbon, Clearwater Bar Association Kevin Cousins, Tulsa County Bar Staff Liaison Association Rebecca Green-Jablonsky, ABA Division for Lisa Deane, State Bar of Arizona Bar Services Tim Eigo, State Bar of Arizona Crista Hogan, Springfield Metropolitan Bar John Meyers, Kentucky Bar Association Sharon Nolan, The Chicago Bar Association Jill Snitcher McQuain, Columbus Bar Association Lorrie Trogden, Arkansas Bar Association Angela Weston, Maine State Bar Association Jordan Yochim, Kansas Bar Association

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 17 NABE COMMITTEE & SECTION LEADERSHIP Thank you to the 2016-2017 Committee and Section Chairs for serving this year! The 2017-2018 Committee and Section Chairs will be announced during the 2017 Annual Meeting and listed in the 2018 Midyear and Annual Meeting printed programs.

NABE Committees

Audit Scholarship Steven Laine, State Bar of Georgia, Immedi- Mahmood Sheikh, Idaho State Bar, Chair, ate Past Chair Immediate Past Chair

ByLaws Small Bar Tony Weiler, State Bar Association of North Crista Hogan, Springfield Metropolitan Bar Dakota, Immediate Past Chair Association, Immediate Past Chair

Chief Staff Executive Sponsorship Vickie Schatz, Kansas City Metropolitan Bar John W . "Bo" Landrum, Birmingham Bar Association, Immediate Past Chair Association, Immediate Past Chair

Diversity Development Surveys Alysia Keating, Allegheny County Bar As- Liz Neeley, Nebraska State Bar Association, sociation, Immediate Past Chair Immediate Past Chair

Elections Webinar Tom Pyrz, Indiana State Bar Association, Im- Dan Barnett, Bar Association of Metropoli- mediate Past Chair tan St. Louis, Immediate Past Chair

Membership Website/Knowledge Management Kenneth Goldsmith, American Bar Associa- Jim Calloway, Oklahoma Bar Association, tion, Immediate Past Chair Immediate Past Chair

18 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY NABE Sections

Section on Administration & Finance Section on Governmental Relations Angela P . Weston, Maine State Bar Associa- Shawn Holahan, Louisiana State Bar Associa- tion, Immediate Past Chair tion, Immediate Past Chair

Section on Communications Heather Folker, Colorado Bar Association, Chair

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 19 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 ,. Tallahassee, 1963-1964 Thomas C . Meyers, Minneapolis, 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

20 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 2002-2003 Thomas R . Tinder, Charleston, 2011-2012 Dana J . Collier Smith, Denver, WV CO 2003-2004 Thomas A . Pyrz, Indianapolis, IN 2012-2013 Yvonne C . McGhee, Fairfax, VA 2004-2005 Anne Fritz, Memphis, TN 2013-2014 David A . Blaner, Pittsburgh, PA 2005-2006 Thomas Edmonds, Richmond, 2014-2015 George C . Brown, Madison, WI VA 2015-2016 Nancy M . Roberson, Charlotte, 2006-2007 Allan Head, Cary, NC NC 2007-2008 Evelyn Albert, Lancaster, PA 2016-2017 Zoe M . Linza, St. Louis, MO 2008-2009 Rodney Wegener, Tigard, OR 2009-2010 Jack Lockridge, Arlington, VA *Deceased 2010-2011 Carolyn B . Witt, New Haven, CT*

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 21 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 2017 George C . Brown, Wisconsin 1997 William J . Carroll, New York 1998 Diane O’Steen, Georgia *Deceased

NABE President’s Award

2001 John C . Norwine, Cincinnati Bar 2007 Dana Collier Smith, Colorado Bar Association Association 2002 Rod Wegener, Oregon State Bar 2008 Pamela Robinson, ABA Division for 2003 Division for Bar Services Staff, Ameri- Bar Services can 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, Alabama State Bar 2010 Sam Clinch, Nebraska State Bar 2006 Toby Brown, Utah State Bar Association 2006 Stuart Forsyth, Los Angeles County Bar 2010 Susan Jacobs, Indiana State Bar Association Association

22 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 2011 David Bohm, North Carolina Bar 2014 Kevin Ryan, Vermont Bar Association Association 2015 Paula Littlewood, Washington State Bar 2012 Anne Strickland, North Carolina 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 As- Association sociation and Sayre Happich Ribera, 2007 Toby Brown, Utah State Bar Bar Association of San Francisco 2009 Mark Mathewson, Illinois State Bar 2016 Alexa Giacomini, Illinois State Bar Association Association 2011 John Sirman, State Bar of Texas 2017 Leah Johnson, South Carolina Bar 2013 Kenneth Goldsmith, American Bar Association

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 23 NCBP SPONSORS Thank you to our sponsors for their generous support of the 2017 Annual Meeting. Visit our sponsors in Central Park East, 2nd Floor, during the NCBP Sponsor Networking Breaks on Friday, August 11, 2017, from 10:30 a.m.-10:55 a.m. and 1:10 p.m.–1:35 p.m. Raffle prize drawings will be held during the second sponsor break – you must be present to win!

PLATINUM YourMembership National Purchasing LexisNexis JP Guilbault, CEO + Partners Afsoon Kahtibloo- President Samantha Meason, Business McClellan, JD, Director 9620 Executive Center Drive Consultant Global Associations North, Suite 200 1100 Olive Way, Suite 1020 9443 Springboro Pike St. Petersburg, FL 33702 Seattle, WA 98101 Miamisburg, OH 45342 (727) 827-0046 (206) 494-4524 (937) 247-8124 contactus@yourmembership. samantha.meason@mynpp. afsoon.mcclellan@lexisnexis. com com com www.yourmembership.com www.mynpp.com www.lexisnexis.com NCBP Website NCBP Welcome Reception SPECIAL THANKS SILVER NCBP Executive Council Special thanks to the New Dinner ABA Retirement York State Bar Association Funds Program for donating the Annual DIAMOND Michael Moniz, Vice Meeting printed program. Rimkus Consulting President, Head of New Plan Group, Inc. Acquisitions & Strategic Patrick Worsham, Vice Relationships LAW FIRM President, Strategic Accounts P.O. Box 5142 SPONSORSHIPS Eight Greenway Plaza, Suite Boston, MA 02206 SILVER 500 (508) 517-9550 Wilson Elser Houston, TX 77046 michael.moniz@ (713) 621-3550 abaretirement.com Moskowitz Edelman [email protected] www.abaretirement.com & Dicker LLP www.rimkus.com Kathleen Wilkinson, NCBP Saturday Breakfast CloudLaw, Inc./ Partner Zeekbeek Two Commerce Square 2001 Market Street, Suite GOLD Robert Aicher, Chief Executive Officer 3100 RVM Enterprises, 3588 Veterans Drive, Suite 1 Philadelphia, PA 19103 Inc. Traverse City, MI 49684 (215) 627-6900 Vincent J . Brunetti, Chief (917) 951-9335 kathleen.wilkinson@ Executive Officer [email protected] wilsonelser.com 525 Washington Blvd., www.zeekbeek.com www.wilsonelser.com 25th Floor NCBP Diversity Gathering Jersey City, NJ 07310 and Diversity Forum (646) 871-2323 [email protected] www.rvminc.com

24 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY BENEFACTOR Carlton Fields Stites & Harbison, Baker, Donelson, Gwynne A . Young, PLLC Bearman, Caldwell Shareholder Douglass Farnsley, Member & Berkowitz, PC 4221 West Boy Scout 400 West Market Street, Suite Jonathan Cole, Shareholder Boulevard, Suite 1000 1800 211 Commerce Street, Suite Tampa, FL 33607 Louisville, KY 40202 800 (813) 229-4333 (502) 681-0426 Nashville, TN 37201 [email protected] [email protected] (615) 726-7335 www.cfjblaw.com www.stites.com [email protected] www.bakerdonelson.com Faegre Baker Daniels Turner Padget A . Scott Chinn, Partner Graham & Laney, McLane Middleton, 300 North Meridian Street, P.A. Professional Suite 2700 Lanneau Wm . Lambert, Jr ,. Indianapolis, Indiana 46204 Shareholder Association (317) 237-1291 Jennifer L . Parent, Director 1901 Main Street, Suite 1700 [email protected] Columbia SC 29201 and Chair of Litigation www.faegrebd.com Department (803) 227-4248 900 Elm Street, P.O. Box 326 [email protected] Manchester, NH 03105 Gunster Law Firm www.turnerpadget.com Michael Freed, Shareholder (603) 628-1360 225 Water Street, Suite 1750 [email protected] PARTNER Jacksonville, FL 32202 www.mclane.com [email protected] Butler Rubin www.gunster.com Saltarelli & Boyd PATRON LLP Berger Singerman Haliczer, Pettis & Daniel A . Cotter, Partner Michael J . Higer Schwamm 321 North Clark, Suite 400 1450 Brickell Avenue, Suite Eugene K . Pettis, Chicago, IL 60654 1900 Co-Founder (312) 259-4285 Miami, FL 33131 One Financial Plaza Seventh [email protected] (305) 755-9500 Floor, 100 www.butlerrubin.com mhiger@bergersingerman. SE 3rd Ave com Fort Lauderdale, FL 33394 Gerard Fox Law PC www.bergersingerman.com (954) 523-9922 John Rubiner, Partner [email protected] 1880 Century Park East, Burr & Forman www.hpslegal.com Suite 1410 William J . Schifino Jr ,. Los Angeles, CA 90067 Partner Rosen, Rosen & (310) 441-0500 One Tampa City Center, Hagood [email protected] Suite 3200 Alice F . Paylor, Attorney www.gerardfoxlaw.com 201 North Franklin Street P.O. Box 893 Tampa, FL 33602 Charleston, SC 29402 (843) Valentine Austriaco [email protected] 577-6726 and Bueschel P.C. www.burr.com [email protected] Aurora Abella-Austriaco, www.rrhlawfirm.com Shareholder 105 West Adams, 35th floor Chicago, IL 60603 (312) 288-8285 [email protected] www.vablawfirm.com

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 25 2017 NCBP ANNUAL MEETING Unless otherwise noted below, sessions and events will take place at the Sheraton New York Times Square, 811 7th Avenue, New York, NY, 10019, 212-581-1000.

Thursday, August 10, 2017 1:00 p.m.–3:00 p.m. NCBP Executive Council Meeting 7:15 a.m.–8:15 a.m. Liberty Suite 1/2, 3rd Floor NCBP Finance & Investment Committee Meeting 2:00 p.m.–4:00 p.m. Liberty Suite 1/2, 3rd Floor MBC Executive Committee Meeting Madison Suite 2, 5th Floor 7:15 a.m.–8:00 a.m. NCBP Sponsorship Committee 3:00 p.m.–4:00 p.m. Meeting 1st Timers Orientation Madison Suite 2, 5th Floor Bowery, Lower Level If this is your first NCBP conference, then this 8:00 a.m.–7:00 P.M. is the event you want to attend. Hear what’s NABE/NCBP/NCBF Registration happening at the 2017 NCBP Annual Meet- Metropolitan West Foyer, 2nd Floor ing and meet NCBP leaders to learn about the Registration will be closed from 12:00 p.m.– organization and opportunities for active in- 1:00 p.m. volvement. Get to know your colleagues in bar leadership positions across the country. 8:00 a.m.–9:00 a.m. SPEAKER NCBP Membership Committee Aurora Abella Austriaco, Chicago, IL, Past Meeting President, Chicago Bar Association, Member- Madison Suite 2, 5th Floor ship Committee Chair, NCBP

9:00 a.m.–10:00 a.m. 4:00 p.m.–5:00 p.m. NCBP Diversity & Inclusion Diversity Gathering Committee Meeting Riverside Suite, 3rd Floor Madison Suite 1, 5th Floor NCBP Diversity Scholars are invited to join the NCBP Executive Council, Diversity & In- 10:00 a.m.–11:00 a.m. clusion Committee, and local diversity leaders NCBP Communications for a meet-and-greet event prior to the start of Committee Meeting the NCBP meeting. Liberty Suite 1/2, 3rd Floor Sponsored by Wilson Elser Moskowitz Edelman & Dicker LLP 11:00 a.m.–1:00 p.m. NCBP Program Committee Meeting Liberty Suite 5, 3rd Floor

26 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 6:30 p.m.–7:30 p.m. NCBP Welcome Reception New York Ballroom East, 3rd Floor NCBP welcomes all NCBP, NABE joint meet- 5:00 p.m.–6:30 p.m. ing and NCBF registrants to this opening re- NCBP and ABA Center for ception of the NCBP Annual Meeting. Come Innovation Joint Plenary Session: greet your colleagues and enjoy some refresh- Just Debt? Reimagining Fines & ments before your evening plans in New York Fees in America City. All NCBP, NABE joint meeting and Metropolitan Ballroom West, 2nd Floor NCBF registrants and their registered guests Once an afterthought, fines and fees are now will receive two drink tickets. A cash bar is at the center of conversations about justice also available. in America. Litigation, media, and the White Sponsored by LexisNexis House have shone a light on the pernicious effects—imprisonment, job loss, and housing 7:30 p.m.–10:00 p.m. loss—fines and fees can have. There is a des- NCBP Executive Council perate need for innovation. Moderated by Van and Council Alumni Dinner Jones, and featuring a wide range of leading (advanced registration required) civil and criminal justice voices, this conversa- Estrela Penthouse, 42nd Floor tion will drive new approaches to fines and fees Le Parker Meridien, 119 W 56th St, New York, in the United States. Jettisoning the traditional NY 10019 talking-heads format, this lively conversation Sponsored by LexisNexis will feature short videos and animation, while tackling tough questions about tech innova- 7:30 p.m.–10:00 p.m. tion, process innovation, and fines and fees MBC Executive Committee abolition. This is sure to be one of the high- Dinner (advanced registration lights of the ABA and NCBP Annual Meetings. required) MODERATOR Delmonico’s, 56 Beaver St, New York, NY Van Jones, New York, NY, Commentator, 10004 CNN SPEAKERS Friday, August 11, 2017 Chief Justice Maureen O’Conner, Columbus, 7:15 a.m.–8:00 a.m. OH, Chief Justice of the Ohio Supreme Court Pre-meeting session - Mindfulness Jeffrey P . Robinson, New York, NY, ACLU Matters (optional) Deputy Legal Director and Director of the Riverside Ballroom, 3rd Floor Trone Center for Justice and Equality Travel, big meetings, plenaries, workshops, Co-sponsored by ABA Center for Racial and luncheons and networking can be overwhelm- Ethnic Diversity, ABA Criminal Justice Section, ing and tiring. So start your day with the stuff ABA Judicial Division, ABA Section of Civil you really need to hit the ground running. Rights and Social Justice, ABA Standing Com- Mindfulness is a tool that helps us connect mittee on Legal Aid and Indigent Defendants, to our bodies, thoughts, emotions and helps ABA Fund for Justice and Education us be better listeners, pay closer attention to the present and improve our decision mak-

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 27 ing. Mindfulness trains us to focus on the 9:15 a.m.–10:30 a.m. moment, which happens to be the only place NCBP/NABE/NCBF Joint we can actually make a difference. Join us for Opening Plenary - Bar Be this pre-meeting session to listen, pause and Nimble. Bar Be Quick. Is breathe before the business of the day begins. Advocating in Our Bailiwick? SPEAKER Metropolitan Ballroom West, 2nd Floor Patrick A . Palace, University Place, WA, Past Let’s face it – the legal world is a different place President, Washington State Bar Association than it was even one year ago. And bar associations and foundations need nimble leadership 7:30 a.m.–4:45 p.m. to advocate and educate quickly when needed. NABE/NCBP/NCBF Registration What is the role of the bar or bar foundation in Metropolitan West Foyer, 2nd Floor educating its members and the public? How Registration will be closed from 12:00 p.m.– does your bar determine when to take action? 1:00 p.m. Do you have a plan in place to advocate on behalf of the profession, the judiciary or the 8:00 a.m.–4:30 p.m. public quickly if the situation arises? And how NCBP Nominating Committee does the bar handle those members who think Meeting not taking action is the better course? Join us Liberty Suite 5, 3rd Floor for this lively, interactive plenary where you will be asked to answer these questions and 8:30 a.m.–9:15 a.m. more for your bar association and foundation. Welcome and Introduction of MODERATOR Bar Representatives and NCBP A . Scott Chinn, Indianapolis, IN, Past Presi- Sponsors dent, Indianapolis Bar Association, and Mem- Metropolitan Ballroom West, 2nd Floor ber, NCBP Executive Council NCBP President Jonathan Cole will welcome SPEAKERS attendees along with his fellow organization Bob Glaves, Chicago, IL, Executive Director, presidents and our host local/state bar repre- The Chicago Bar Foundation sentatives. NCBP sponsors will also be intro- Lisa Loo, Tempe, AZ, Immediate Past Presi- duced so they can say a few words before the dent, State Bar of Arizona program begins. Hon . Victor Marrero, New York, NY, District SPEAKERS Judge, United States District Court Jonathan Cole, Nashville, TN, President, Na- tional Conference of Bar Presidents 10:30 a.m.–10:55 a.m. Robert E . Craghead, Springfield, IL, Presi- Sponsorship Break dent, National Association of Bar Executives Central Park East, 2nd Floor Lorrie K . Albert, Pittsburgh, PA, President, Take a refreshment break and learn about the National Conference of Bar Foundations products and services offered by our gener- Sharon Stern Gerstman, Buffalo, NY, Presi- ous sponsors. Be sure to leave your business dent, New York State Bar Association cards with our sponsors to be eligible to win Michael J . McNamara, New York, NY, Presi- great raffle prizes! Prizes will be drawn at the dent, New York County Lawyers Association conclusion of the afternoon sponsor break, at 1:30 p.m. – you must be present to win!

28 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 10:55 a.m.–11:55 a.m. Workshop 2A: Technology/ First Set of Joint Concurrent Futures Issues - Guiding Workshops Members toward 2021 - How Bars can Provide Workshop 1A: Membership - Transformational Change Borrowing from the Best: How Their Members Can Use to Engage Members and Gauge Empire Ballroom West, 2nd Floor Success A panel of leading legal technology observ- Empire Ballroom East, 2nd Floor ers will discuss how to guide your members The phrase “member engagement” is big through the ever-expanding thicket of legal in the bar association world. But what technologies so they can avoid the briers does it really mean, and how do we mea- and have the information they need to be sure it? Member engagement runs deeper practice-ready for the challenges forecast than member satisfaction and is equally for our profession in 2021 and beyond. important to both voluntary and unified Learn best practices for offering curated bars. Engagement covers member attitudes technology and technology providers for and behaviors, and gives you a measure of your members. your relationship with your members. Join MODERATOR us during this interactive discussion as we Patrick A . Palace, University Place, WA, share stories of successful member engage- Past President, Washington State Bar ment programs, and learn tips and guide- Association lines on how to gauge the effectiveness of SPEAKERS your program(s) at engaging/re-engaging Nathan D . Alder, Salt Lake City, UT, Past members - even those that “have” to belong! President, Utah State Bar, and Secretary, MODERATOR NCBP Joseph M . Sullivan, Great Falls, MT, Past Chad Burton, Dayton, OH, CEO, CuroLegal President, State Bar of Montana, Past Rochelle D . Washington, Washington, Member, NCBP Executive Council DC, Sr. Staff Attorney/Practice Manage- SPEAKERS ment Advisor, District of Columbia Bar Josie Beets, Alexandria, VA, President, Military Spouse JD Network Workshop 3A: Building the Darrell A . Clay, Cleveland, OH, President, Capacity of Bars - How (and Cleveland Metropolitan Bar Association why) to Plan for the Successful Dan Gaertner, Tampa, FL, EVP & General Transition of Senior Lawyers: Manager, YourMembership Insights & Resources for John Lund, Salt Lake City, UT, President, Leaders of Bars, Firms and Utah State Bar Practices Riverside Ballroom, 3rd Floor Bars, firms and practices face serious challenges in managing the inevitable transition of aging lawyers through senior sta- tus into retirement. These challenges are exacerbated by unyielding demographics,

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 29 the continuing fall-out of the 2008 eco- Athena Dickson, Kansas City, MO, Sec- nomic downturn and the slow recovery of retary, Kansas City Metropolitan Bar legal service markets ever since. But pow- Association erful and compassionate opportunities Dan Negroni, San Diego, CA, CEO, are emerging that could mutually benefit launchbox 365 transitioning lawyers and the firms and practices from which they are transition- Workshop 5A (NCBF): How ing. Panelists will engage workshop partic- Social Media Helped Launch a ipants in a lively discussion of innovative Global Movement projects, initiatives and resources devel- Sugar Hill, Lower Level oping around the country in bars, lawyer #Giving Tuesday was initially conceived as assistance programs, firms and other prac- an annual day of giving, and followed on tice platforms. the heels of Black Friday and Cyber Mon- MODERATOR day. Five years later, this global grassroots Rita Sheffey, Atlanta, GA, Past President, movement “has reached ubiquity,” as noted Atlanta Bar Association, and Member, in Forbes Magazine. How did that happen? NCBP Executive Council We will hear how social media played a SPEAKERS pivotal role in capturing imaginations and Kevin F . Ryan, Rochester, NY, Executive pocketbooks and how it continues to fuel Director, Monroe County Bar Association worldwide participation and influence. Lynda Shely, Scottsdale, AZ, Past Presi- SPEAKER dent, Association of Professional Respon- Asha Curran, New York, NY, Chief Inno- sibility Lawyers vation Officer, 92nd St. Y

Workshop 4A (MBC): 11:55 a.m.–1:10 p.m. Breaking Down the Millennial NCBP/NABE/NCBF Joint Divide: A Guide For Luncheon and Awards Program Connecting All Generations Metropolitan Ballroom West, 2nd Floor And Delivering Value Our joint luncheon will celebrate the outstand- Metropolitan Ballroom East, 2nd Floor ing efforts of individuals, bar associations, foun- This seminar will provide a step-by-step dations and other law-related institutions as we guide for bar associations seeking to con- honor their work on behalf of the profession and nect the generations and deliver meaning- the organized bar with the following awards: ful member services that add value to in- • 2017 ABA E. Smythe Gambrell Awards dividual members, law firms and the legal • 2017 ABA Harrison Tweed Awards community. The Kansas City Metroplitan • 2017 ABA Partnership Program Awards Bar Association will the share the work of • 2017 NCBF/LexisNexis Partnerships for its Task Force M with participants, as it Success Award provides a roadmap and advice for accom- • 2107 NABE Bolton Award for Outstanding plishing these important tasks. Bar Leadership SPEAKERS Please see page 55 for award and award winner Daniel Blegen, Kansas City, MO, President, information. Kansas City Metropolitan Bar Association

30 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 1:10 p.m.–1:35 p.m. SPEAKERS Sponsorship Dessert Break Amber D . Busby, Washington, DC, Central Park East, 2nd Floor Law Student Member, American Bar Enjoy dessert and this final opportunity to vis- Association it with our generous sponsors. Besides helping David Miranda, Albany, NY, Past Presi- to reduce your meeting costs, our sponsors' dent, New York State Bar Association products and services may also benefit your Andrew Perlman, Boston, MA, Dean and practice, as well as the practices of your mem- Professor of Law, Suffolk University Law bers. Be sure to stay for the raffle prizes, which School will be announced at the end of the break – you must be present to win! Workshop 2B: Technology/ Futures Issues - AI and the 1:35 p.m.–2:35 p.m. Law – Let Your Bar Be the Second Set of Joint Concurrent Guide Workshops Empire Ballroom West, 2nd Floor For some of your members, artificial intel- Workshop 1B: Membership - ligence (AI) and technology is an integral Supporting Pathways to the part of their practices. For others, they have Profession little to no involvement and don’t know Empire Ballroom East, 2nd Floor what the big deal is. This program will ex- With employment challenges for new law- plore some of the basics that lawyers should yers, plummeting bar passage rates, and understand when it comes to the conflu- declining bar association membership, the ence of these technological issues in society, incentives for bar leaders to collaborate with how AI impacts their practices, and how law schools and students have never been bar associations can be the guiding influ- greater. Join us as we discuss how to contrib- ence to help members embrace the oppor- ute to the success of graduating law students; tunities AI technology presents. The panel strengthen connections to law schools; and will discuss some of the AI technology that increase job opportunities, bar exam results, is becoming part of law and ways bar asso- and bar association membership through ciations can offer guidance on using it, in- these relationships. What have we tried? cluding toolkits, education, resources and What is working? How do we convey the more. importance of this involvement? Bring your MODERATOR ideas and walk away with more! Mary A . Augsburger, Columbus, OH, Ex- MODERATOR ecutive Director, Ohio State Bar Association Amie Martinez, Lincoln, NE, Past Presi- SPEAKERS dent, Nebraska State Bar Association, and Chelsey Lambert, Miami, FL, Chief Strat- Member, NCBP Executive Council egy Officer, Legal, North State Consulting Frederic S . Ury, Fairfield, CT, Past Presi- dent, Connecticut Bar Association, Past President, NCBP

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 31 Workshop 3B: Building the for Legal Services Corporation programs, Capacity of Bars - Political are these metro bar pro bono services ad- Activism and Access to Justice: equate? What can your metro bar do to en- What Can Unified Bars Do? sure its efforts are nimble enough to pro- Riverside Ballroom, 3rd Floor vide pro bono services in todays’ world? Efforts to de-unify mandatory bar asso- Hear from metro bar associations that ciations aren’t new; in many of the states have answered the call to provide innova- where bar membership is required in or- tive pro bono services. der to practice law, bills that attempt to SPEAKERS make membership voluntary routinely get Deborah R . Gross, Philadelphia, PA, introduced in state legislatures. Even when Chancellor, Philadelphia Bar Association there isn’t a challenge to membership, uni- Lynn M . Kelly, New York, NY, Executive fied bars must still be wary of using dues Director, City Bar Justice Center for lobbying and advocacy. So what’s a unified bar to do in this unprecedented time Workshop 5B (NCBF): of political activism? How can unified Scraping the Sky: Building bars answer the access to justice issue or Blocks to Board Capacity respond to attacks on the judiciary? Come Sugar Hill, Lower Level to discuss the ins-and-outs of unified bar The heart, soul and concrete core of a bar challenges and how your bar can continue foundation board are its members. Mu- to be outward looking without violating tual understanding of what it takes to be Keller. a board member and shared expectations MODERATOR for service are crossbeams to organization- Thomas C . Rombach, New Baltimore, MI, al success. Aligning core organizational Past President, State Bar of Michigan and priorities with better practices can build Member, NCBP Executive Council our capacity to serve our mission. This in- SPEAKERS teractive session will explore the tools that Jeannine McCoy, Concord, NH, Executive support board excellence and ensure that Director, New Hampshire Bar Association good governance is more than a facade. Alex Vakula, Prescott, AZ, President, State SPEAKER Bar of Arizona Elizabeth Derrico, Albany, NY, Associate Executive Director, New York State Bar Workshop 4B (MBC): Association Pro Bono in Today’s World – Are You Nimble Enough? 2:35 p.m.–2:45 p.m. Metropolitan Ballroom East, 2nd Floor Transfer Break Pro bono services are a critical part of the effort to make the justice system fair and accessible for everyone, and many metro bar associations’ members participate in pro bono activities. But with immigra- tion concerns, access to justice disparities, and the threat of discontinued funding

32 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 2:45 p.m.–3:45 p.m. 3:50 p.m.–4:45 p.m. Diversity Forum - Generational NCBP Roundtable Discussions Diversity: Improving Understanding, Communication State Bar Roundtables & Productivity Along Central Park West, 2nd Floor Generational Lines Join fellow state bar leaders from around Metropolitan Ballroom West, 2nd Floor the country to share ideas and best prac- Generational diversity is a constant theme tices. Has your bar taken action on mem- in today’s complex, evolving workplace. And ber engagement, generational issues or with up to four generations working side by other activities to protect your members, side, tensions, inefficiency, and lost time and the judiciary and the public? Bring your money may be inevitable. But are we really all best ideas and thoughts on future activities that different? Or have we created a distorted during this time to talk. picture of entire generations based on our own view of the world? During this Diversity Fo- Metro Bar Roundtables (MBC) rum, renowned author and speaker Debbie Metropolitan Ballroom East, 2nd Floor Epstein Henry will have a conversation with This “signature” event is the time for bar a Baby Boomer, a Gen X'er, and a Millennial leaders from small and large metropolitan to explore the core values of each group and bar associations to gather to discuss issues discover ways we are more alike than we are important to local bars. We’ll share an up- different. date on the Metropolitan Bar Caucus and INTRODUCTIONS what we hope to see in the future for met- Kathleen Wilkinson, Philadelphia, PA, Past ropolitan bars all over the country. Chancellor, Philadelphia Bar Association, and Past Member, NCBP Executive Council Saturday, August 12, 2017 MODERATOR Debbie Epstein Henry, Ardmore, PA, DEH 7:45 a.m.–11:30 a.m. Consulting, Consulting, Speaking, Writing, NABE/NCBP/NCBF Registration Co-founder, Bliss Lawyers Metropolitan West Foyer, 2nd Floor SPEAKERS Ryan D . Budhu, New York, NY, Judicial Law 8:00 a.m.–9:30 a.m. Clerk, U.S. District Courts NCBP Breakfast, ABA President- Jennifer L . Parent, Manchester, NH, Past elect Speaks, NCBP Nominating President, New Hampshire Bar Association, Committee Report and Treasurer, NCBP Metropolitan Ballroom West, 2nd Floor Joseph M . Sullivan, Great Falls, MT, Past Start your Saturday morning with a hot break- President, State Bar of Montana, and Past fast buffet and some time to visit with col- Member, NCBP Executive Council leagues before the morning programming gets Sponsored by Wilson Elser Moskowitz Edelman underway. Hear from the ABA President-elect & Dicker LLP as well as the NCBP Nominating Committee report. 3:45 p.m.–3:50 p.m. Transfer Break

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 33 SPEAKERS 11:00 a.m.–11:15 a.m. Hillarie Bass, Miami, FL, President-elect, Installation of New NCBP American Bar Association President Lanneau Wm . Lambert, Jr ,. Columbia, SC, Metropolitan Ballroom West, 2nd Floor NCBP Immediate Past President and Nomi- Jonathan Cole will pass the gavel to Christine nating Committee Chair H. Hickey, who will be installed as the 2017- Sponsored by Rimkus Consulting Group, Inc. 2018 NCBP President. In addition, other officers and new Council members will begin 9:30 a.m.–11:00 a.m. their terms. Closing Plenary - Bars as Conveners: Continuing the 11:15 a.m.–12:15 p.m. Conversation on Bars Building NCBP New Board Orientation Bridges Liberty Suite 1/2, 3rd Floor Metropolitan Ballroom West, 2nd Floor New NCBP Council members are asked to In today’s charged climate, what role can bars attend a one-hour orientation to get better play in bringing groups together to address acquainted with NCBP and their role as a concerns within our legal profession and our Council member, as well as learn about their communities? From convening stakeholders fellow 2017 Council class-mates. to address issues important to your bar, to making sure your bar has a seat at the table in important legal and judiciary matters, learn how bars may use collaborative efforts to gar- ner the support and involvement of lawyers, business and community leaders, and others to encourage a dialogue and assist in developing solutions. This plenary will provide you with the “toolbox” you need as a bar leader to build bridges in your state or locality and how you can avoid common mistakes in doing so. MODERATOR Carl Smallwood, Columbus, OH, Past Presi- dent, Columbus Bar Association and Past President, NCBP SPEAKERS Francis Deisinger, Milwaukee, WI, Past President, State Bar of Wisconsin Tim Groshens, Minneapolis, MN, Executive Director, Minnesota State Bar Association Lisa Pierce Reisz, Columbus, OH, President, Columbus Bar Association Navdeep Singh, Washington, DC, Policy Di- rector, National Asian Pacific American Bar Association

34 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 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 Wm . 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 Mark Sales, Dallas, TX 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

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 35 NCBP Committees

Communications Mary L . Smith, Lansing, IL A . Scott Chinn, Indianapolis, IN, Chair Christine Start, 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, Amie Martinez, Lincoln, NE Co-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 M . 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

36 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY Nominating Committee 21st Century Lawyer Program Lanneau Wm . Lambert, Jr ,. Columbia, SC, Subcommittee Chair Thomas C . Rombach, New Baltimore, Marcia Eason, Chattanooga, TN MI, Chair Katherine Grant Madigan, Binghamton, NY Nathan D . Alder, Salt Lake City, UT John G . Locallo, Chicago, IL Aurora Abella-Austriaco, Chicago, IL Darrell G . Mottley, Washington, DC Josie Beets, Alexandria, VA Lee Bussart, Lewisburg, TN Program Committee Karen DeMeola, Hartford, CT Annual and Midyear Meeting Program Christine H . Hickey, Indianapolis, IN Subcommittee Thomas Howlett, Bloomfield Hills, MI Christine H . Hickey, Indianapolis, IN, Michelle Kennedy, Salt Lake City, UT Chair John G . Locallo, Chicago, IL Heidi Barcus, Knoxville, TN Jason Long, Knoxville, TN Michelle Browning Coughlin, Louis- Tim O’Brien, Kansas City, KS ville, KY A . Scott Chinn, Indianapolis, IN Sponsorship Daniel A . Cotter, Chicago, IL Rita A . Sheffey, Atlanta, GA, Chair David Crawford, St. Louis, MO Josie Beets, Alexandria, VA Mark Cunningham, New Orleans, LA Douglass Farnsley, Louisville, KY Melissa Darigan, Providence, RI Michael R . Freed, Jacksonville, FL Anne O . Ford, Brecksville, OH Alice F . Paylor, Charleston, SC Amy Fowler, Salt Lake City, UT Thomas C . Rombach, New Baltimore, MI James Guy, Glen Allen, VA John K . Rubiner, Los Angeles, CA Amber Hollister, Portland, OR Angelina Tsu, Salt Lake City, UT Libby Jamison, Alexandria, VA Gwynne Young, Tampa, FL Thomas Lyons, Providence, RI Angus Macaulay, Columbia, SC Leadership Advisory Board Amie Martinez, Lincoln, NE Nathan D . Alder, Salt Lake City, UT Nancy Mogab, St. Louis, MO Jennifer L . Parent, Manchester, NH Patrick Palace, Tacoma, WA Aurora Abella-Austriaco, Chicago, IL Jennifer L . Parent, Manchester, NH John Phelps, Phoenix, AZ Dainen Penta, Seattle, WA Lanneau W . Lambert Jr ,. Columbia, SC John K . Rubiner, Los Angeles, CA George C . Brown, Madison, WI Rita A . Sheffey, Atlanta, GA Angela Gomes, Boston, MA Carl D . Smallwood, Columbus, OH Laura A . Gibson, Houston, TX Jonathan O . Steen, Jackson, TN Carl D . Smallwood, Columbus, OH Joseph M . Sullivan, Great Falls, MT Marcia Eason, Chattanooga, TN Frederic Ury, Fairfield, CT Lynn Ann Vogel, St. Louis, MO Kathleen Wilkinson, Philadelphia, PA Angela Woolridge, Tucson, AZ

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 37 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 June 20, 2017. *Metropolitan Bar Caucus 2017 Members

ALABAMA CONNECTICUT Dupage County Bar Alabama State Bar Connecticut Bar Association Association* Birmingham Bar Association* Greater Bridgeport Bar Mobile Bar Association Association INDIANA Women Lawyers Hartford County Bar Indiana State Bar Association Montgomery County Bar Association Indianapolis Bar Association* Association New Haven County Bar Association IOWA ALASKA The Iowa State Bar Association Alaska Bar Association DELAWARE Delaware State Bar Association KANSAS ARIZONA Kansas Bar Association State Bar of Arizona DISTRICT OF COLUMBIA Johnson County Bar Arizona Women Lawyers The District of Columbia Bar Association Association National Bar Association Wichita Bar Association Women's Bar Association of ARKANSAS DC KENTUCKY Arkansas Bar Association Kentucky Bar Association FLORIDA Louisville Bar Association* CALIFORNIA The Florida Bar MothersEsquire Beverly Hills Bar Association* Hillsborough County Bar Italian American Lawyers Association* LOUISIANA Association of Los Angeles The Jacksonville Bar Louisiana State Bar Los Angeles County Bar Association* Association Association Orange County Bar New Orleans Bar Association* Sacramento County Bar Association* Association MAINE San Diego County Bar GEORGIA Maine State Bar Association Association* State Bar of Georgia MARYLAND San Joaquin County Bar Atlanta Bar Association* Maryland State Bar Association Georgia Association of Black Association Women Attorneys COLORADO Bar Association of Baltimore Colorado Bar Association IDAHO City* Boulder County Bar Idaho State Bar Bar Association of Association Montgomery County* Denver Bar Association* ILLINOIS MASSACHUSETTS El Paso County Bar Illinois State Bar Association Boston Bar Association* Association The Chicago Bar Association* Chinese American Bar Worcester County Bar Association of Greater Association Chicago

38 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY MICHIGAN NORTH CAROLINA Richland County Bar State Bar of Michigan North Carolina State Bar Association* Oakland County Bar Forsyth County Bar Association* Association SOUTH DAKOTA Greensboro Bar Association State Bar of South Dakota MINNESOTA Mecklenburg County Bar* Minnesota State Bar North Carolina Bar TENNESSEE Association Association Tennessee Bar Association Hennepin County Bar Wake County Bar Association* Memphis Bar Association Association NORTH DAKOTA TEXAS MISSISSIPPI State Bar Association of North State Bar of Texas The Mississippi Bar Dakota Austin Bar Association* Dallas Bar Association* MISSOURI OHIO Houston Bar Association* The Missouri Bar Ohio State Bar Association San Antonio Bar Association* The Bar Association of Akron Bar Association* Tarrant County Bar Metropolitan St. Louis* Cincinnati Bar Association* Association* Kansas City Metropolitan Bar Cleveland Metropolitan Bar Association* Association* UTAH Springfield Metro Bar Columbus Bar Association* Utah State Bar Association Dayton Bar Association* LGBT & Allied Lawyers of Toledo Bar Association* Utah MONTANA Utah Minority Bar Association State Bar of Montana OKLAHOMA Oklahoma Bar Association VERMONT NEBRASKA Spain-American Bar Vermont Bar Association Nebraska State Bar Association Association VIRGINIA Tulsa County Bar Association* NEVADA Virginia State Bar State Bar of Nevada OREGON Military Spouse JD Network Washoe County Bar Oregon State Bar The Virginia Bar Association Association Oregon Women Lawyers WASHINGTON NEW HAMPSHIRE PENNSYLVANIA Washington State Bar New Hampshire Bar Pennsylvania Bar Association Association Association Allegheny County Bar WEST VIRGINIA Association* NEW JERSEY West Virginia State Bar Berks County Bar Association New Jersey State Bar Montgomery Bar Association* Association WISCONSIN Philadelphia Bar Association* State Bar of Wisconsin NEW MEXICO Washington County Bar State Bar of New Mexico Association WYOMING York County Bar Association Wyoming State Bar NEW YORK and Foundation New York State Bar ONTARIO, CANADA Association RHODE ISLAND County of Carleton Law Monroe County Bar Rhode Island Bar Association Association Association & Foundation* Federation of Ontario Law SOUTH CAROLINA New York County Lawyers Associations South Carolina Bar Association* Frontenac Law Association Charleston County Bar Association

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 39 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 June 29, 2017.

Sustaining Life Fellows

Nathan D . Alder, Salt Lake Herbert S . Garten, Jennifer L . Parent, City, UT Baltimore, MD Manchester, NH Randall S . Bocock, Ottawa, Edward J . Gilliss, Towson, Michael H . Rubin, Baton ON, Canada MD Rouge, LA Tom Bolt, St. Thomas, VI Rew R . Goodenow, Reno, NV Dee-Dee Samet, Tucson, AZ Robert M . Carlson, Butte, C . Joseph Holland, Iowa Carl D . Smallwood, MT City, IA Columbus, OH Jonathan Cole, Nashville, TN Linda A . Klein, Atlanta, GA Joseph M . Sullivan, Great M . Joe Crosthwait, Jr ,. Lanneau Wm . Lambert, Jr ,. Falls, MT Midwest City, OK Columbia, SC Karol Corbin Walker, Tom (Raymond) Elligett, Jr ., Lynn Fontaine Newsome, Newark, NJ Tampa, FL Florham Park, NJ Raymond N . Stella Erlach, James P . Nolan, Annapolis, San Rafael, CA MD Life Fellows

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

40 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY Phillip McCallum, Steven R . Sorenson, Hans W . Voss, Albuquerque, Birmingham, AL Oshkosh, WI NM Michael W . McKay, Baton Joseph L . Stone, Chicago, IL Nicholas J . Wallwork, Rouge, LA John A . Tarantino, Phoenix, AZ Scott R . McMillen, Orlando, Providence, RI Donna Willard-Jones, FL Cooper C . Thurber, Mobile, Anchorage, AK Martin E . Mohler, Toledo, AL Lonnie Williams, Jr ,. OH Mary T . Torres, Phoenix, AZ Paul T . Moxley, Salt Lake Albuquerque, NM Daniel E . Winfree, City, UT Marna S . Tucker, Fairbanks, AK Thomas D . Murphy, Washington, DC Carolyn B . Witherspoon, Rockville, MD Frederic S . Ury, Fairfield, CT Little Rock, AR Frank X . Neuner, Jr ,. J . Anthony Vittal, Los Carole Lynch Worthington, Lafayette, LA Angeles, CA Knoxville, TN Paul C . Ney, Jr ,. Nashville, Lynn Ann Vogel, St Louis, Gwynne A . Young, Tampa, TN MO FL Stephen N . Zack, Miami, FL

NCBP acknowledges the passing of William T. Robinson III, Florence, KY, former NCBP Council Member, former ABA President, NCBP Life Fellow and long-time friend of NCBP.

Sustaining Fellows

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

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 41 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 Angeles, 1951-1952 Richard P . Tinkham, Hammond, 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, CO* MI* 1960-1961 Joseph A . Ball, Long Beach, CA* 1985-1986 William G . Paul, Bartlesville, OK 1961-1962 Earl F . Morris, Columbus, OH* 1986-1987 James R . Crouch, Las Cruces, 1962-1963 Walter Allessandroni, Philadel- NM* phia, PA* 1987-1988 W . Stell Huie, Atlanta, GA 1963-1964 Henry J .Te Paske, Orange City, 1988-1989 Richard William Austin, Chi- IA* cago, IL 1964-1965 Orison S . Marden, New York, 1989-1990 John J . Bouma, Phoenix, AZ NY* 1990-1991 Samuel L . Williams, Los Angeles, 1965-1966 Gerald S . Snyder, Waukegan, IL* CA* 1966-1967 Theodore Voorhees, Philadelphia, 1991-1992 Marna S . Tucker, Washington, PA* DC 1967-1968 Paul P . Ashley, Seattle, WA* 1992-1993 Charles M . Thompson, Pierre, SD 1968-1969 Chesterfield H . Smith, Miami, 1993-1994 Jack B . Middleton, Manchester, FL* NH 1969-1970 Edward K . Pritchard, Charleston, 1994-1995 Bert Z . Tigerman, Beverly Hills, SC* CA 1970-1971 W .O . Shafer, Odessa, TX* 1995-1996 Carole L . Worthington, Knox- 1971-1972 Earl Q . Gray, Ardmore, OK* ville, TN 1972-1973 Shepherd Tate, Memphis, TN 1996-1997 Joseph L . Stone, Chicago, IL

42 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY 1997-1998 Robert C . Heim, Philadelphia, PA 2008-2009 M . Joe Crosthwait Jr ,. Midwest 1998-1999 Stephen N . Zack, Miami, FL City, OK 1999-2000 W . Seaborn Jones, Atlanta, GA 2009-2010 Mary T . Torres, Albuquerque, 2000-2001 Laurel G . Bellows, Chicago, IL NM 2001-2002 Robert T . Gonzales, Baltimore, 2010-2011 James P . Nolan, Annapolis, MD MD 2011-2012 Frederic S . Ury, Fairfield, CT 2002-2003 David S . Houghton, Omaha, NE 2012-2013 Karol Corbin Walker, Newark, NJ 2003-2004 Paul T . Moxley, Salt Lake City, UT 2013-2014 Carl D . Smallwood, Columbus, 2004-2005 Hon . Douglas S . Lang, Dallas, TX OH 2005-2006 Lonnie J . Williams Jr ,. Phoenix, 2014-2015 Rew R . Goodenow, Reno, NV AZ 2015-2016 Lanneau Wm . Lambert, Colum- 2006-2007 Steven R . Sorenson, Ripon, WI bia, SC 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

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 43 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 including pro bono activities, diversity, membership, financial issues, community involvement and recruitment of young lawyers to join and participate in metropolitan bars.

Officers

President Secretary/Treasurer Mark K . Sales, Dallas, TX Charles Reed, Wallingford, CT

Immediate Past President John F . Kautzman, Indianapolis, IN

Members-at-Large

Terms Expiring 2017 Terms Expiring 2018 Daniel A . Cotter, Chicago, IL Terri 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

44 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY MBC Past Presidents

1979-1981 Jerome Bogutz, Philadelphia, PA 2001-2002 Stephen E . Chappelear, Colum- 1981-1982 George M . Burditt, Chicago, IL* bus, OH 1982-1983 Richard M . Coleman, Los Ange- 2002-2003 David M . Schraver, Rochester, les, CA NY 1983-1984 John J . Curtin Jr ,. Boston, MA* 2003-2004 Seth D . Kirschenbaum, Atlanta, 1984-1985 Herbert J . Belgrad, Baltimore, GA MD 2004-2005 Carl D . Smallwood, Columbus, 1985-1986 Neal R . Sonnett, Miami, FL OH 1986-1987 Sandra Schermerhorn, Kansas 2005-2006 Amy Dunn Taylor, Houston, TX City, MO 2006-2007 Timothy O’Mara, Williamsville, 1987-1988 Thomas Z . Hayward, Chicago, IL NY 1988-1989 Robert H . Rydland, Minneapolis, 2007-2008 David A . Blaner, Pittsburgh, PA MN 2008-2009 Gary L . Klotz, Indianapolis, IN 1989-1990 David E . Rideout, Boston, MA 2009-2010 Rae Jean McCall, Kansas City, 1990-1991 Nancy P . Gibbs, Seattle, WA MO 1991-1992 W . Seaborn Jones, Atlanta, GA 2010-2011 Marc R . Staenberg, Beverly Hills, 1992-1993 James C . Wirken, Kansas City, CA MO 2011-2012 Jay A . Blechman, Pittsburgh, PA 1993-1994 Laurel G . Bellows, Chicago, IL 2012-2013 Allen W . Kimbrough, Phoenix, 1994-1995 Hon . Douglas S . Lang, Dallas, TX AZ 1995-1996 Hon . Rebecca A . Albrecht, Phoe- 2013-2014 Jane Leslie Dalton, Philadelphia, nix, AZ PA 1996-1997 John P . Driscoll Jr ,. Boston, MA* 2014-2015 John W . (Bo) Landrum, Birming- 1997-1998 Mark H . Tuohey III, Washington, ham, AL DC 2015-2016 John F . Kautzman, Indianapolis, 1998-1999 Paul M . Hassett, Buffalo, NY IN 1999-2000 Alison L . Asti, Baltimore, MD 2016-2017 Susan Sowards, Jacksonville, FL 2000-2001 Ralph C . “Red Dog” Jones, Dal- las, TX *Deceased

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 45 2017 NCBF ANNUAL MEETING Unless otherwise noted below, sessions and events will take place at the Sheraton New York Times Square, 811 7th Avenue, New York, NY, 10019, 212-581-1000.

Thursday, August 10, 2017 process innovation, and fines and fees abolition. MODERATOR 8:00 a.m.–7:00 p.m. Van Jones, New York, NY, Commentator, CNN NABE/NCBP/NCBF Joint SPEAKERS Registration Chief Justice Maureen O’Conner, Columbus, Metropolitan West Foyer, 2nd Floor OH, Chief Justice of the Ohio Supreme Court Registration will be closed for lunch from Jeffrey P . Robinson, New York, NY, ACLU 12:00 p.m. to 1:00 p.m. Deputy Legal Director and Director of the Trone Center for Justice and Equality 2:30 p.m.–4:30 p.m. Co-sponsored by ABA Center for Racial and NCBF Board of Trustees Meeting Ethnic Diversity, ABA Criminal Justice Section, Madison Suite 1, 5th Floor ABA Judicial Division, ABA Section of Civil Rights and Social Justice, ABA Standing Com- 5:00 p.m.–6:30 p.m. mittee on Legal Aid and Indigent Defendants, NCBP and ABA Center for ABA Fund for Justice and Education Innovation Joint Plenary Session: Just Debt? Reimagining Fines 6:30 p.m.–7:30 p.m. & Fees in America Optional NCBP Welcome Reception Program – NCBF members (NCBF members welcome) welcome! New York Ballroom East, 3rd Floor Metropolitan Ballroom West, 2nd Floor NCBP welcomes all NCBP, NABE joint meeting Once an afterthought, fines and fees are now and NCBF registrants to this opening reception at the center of conversations about justice in of the NCBP Annual Meeting. Come greet your America. Litigation, media, and the White colleagues and enjoy some refreshments before House have shone a light on the pernicious your evening plans in New York City. All NCBP, effects—imprisonment, job loss, and housing NABE joint meeting and NCBF registrants and loss—fines and fees can have. There is a des- their registered guests will receive two drink perate need for innovation. Moderated by Van tickets. A cash bar is also available. Jones, and featuring a wide range of leading Sponsored by LexisNexis civil and criminal justice voices, this conversation will drive new approaches to fines and fees 7:00 p.m.–9:00 p.m. in the United States. Jettisoning the traditional NCBF Thursday Night Dinner talking-heads format, this lively conversation (Advanced ticket purchase will feature short videos and animation, while required to attend) tackling tough questions about tech innovation, New York City Bar Association, 42 W. 44th Street, New York, NY 10036

46 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY Friday, August 11, 2017 public quickly if the situation arises? And how 7:30 a.m.–4:45 p.m. does the bar handle those members who think NABE/NCBP/NCBF Registration not taking action is the better course? Join us Metropolitan West Foyer, 2nd Floor for this lively, interactive plenary where you Registration will be closed from 12:00 p.m.– will be asked to answer these questions and 1:00 p.m. more for your bar association and foundation. MODERATOR 8:30 a.m.–9:15 a.m. A . Scott Chinn, Indianapolis, IN, Past Presi- Welcome and Introductions dent, Indianapolis Bar Association, and Mem- Metropolitan Ballroom West, 2nd Floor ber, NCBP Executive Council NCBP President Jonathan Cole will welcome SPEAKERS attendees along with his fellow organization Bob Glaves, Chicago, IL, Executive Director, presidents and our host local/state bar repre- The Chicago Bar Foundation sentatives. NCBP sponsors will also be intro- Lisa Loo, Tempe, AZ, Immediate Past Presi- duced so they can say a few words before the dent, State Bar of Arizona program begins. Hon . Victor Marrero, New York, NY, District SPEAKERS Judge, United States District Court Jonathan Cole, Nashville, TN, President, Na- tional Conference of Bar Presidents 10:30 a.m.–10:55 a.m. Robert E . Craghead, Springfield, IL, Presi- Sponsorship Break dent, National Association of Bar Executives Central Park East, 2nd Floor Lorrie K . Albert, Pittsburgh, PA, President, Take a refreshment break and learn about the National Conference of Bar Foundations products and services offered by our generous Sharon Stern Gerstman, Buffalo, NY, Presi- sponsors. Be sure to leave your business cards dent, New York State Bar Association with our sponsors to be eligible to win great Michael J . McNamara, New York, NY, Presi- raffle prizes! Prizes will be drawn at the con- dent, New York County Lawyers Association clusion of the afternoon sponsor break, at 1:30 p.m.—you must be present to win! 9:15 a.m.–10:30 a.m. NCBP/NABE/NCBF Joint 10:55 a.m.–11:55 a.m. Opening Plenary: Bar Be Nimble. First Set of Joint Concurrent Bar Be Quick. Is Advocating in Workshops Our Bailiwick? Please see pages 29–30 for NCBP program de- Metropolitan Ballroom West, 2nd Floor scriptions and locations. Let’s face it – the legal world is a different place than it was even one year ago. And bar associa- Workshop 5A: How Social tions and foundations need nimble leadership Media Helped Launch a to advocate and educate quickly when needed. Global Movement What is the role of the bar or bar foundation in Sugar Hill, Lower Level educating its members and the public? How #Giving Tuesday was initially conceived as does your bar determine when to take action? an annual day of giving, and followed on Do you have a plan in place to advocate on the heels of Black Friday and Cyber Mon- behalf of the profession, the judiciary or the day. Five years later, this global grassroots

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 47 movement “has reached ubiquity,” as noted 1:35 p.m.–2:35 p.m. in Forbes Magazine. How did that happen? Second Set of Joint Concurrent We will hear how social media played a Workshops pivotal role in capturing imaginations and Please see pages 31–32 for NCBP program de- pocketbooks and how it continues to fuel scriptions and locations. worldwide participation and influence. SPEAKER Workshop 5B: Scraping the Asha Curran, New York, NY, Chief Inno- Sky: Building Blocks to Board vation Officer, 92nd St. Y Capacity Sugar Hill, Lower Level 11:55 a.m.–1:10 p.m. The heart, soul and concrete core of a bar NCBP/NABE/NCBF Joint foundation board are its members. Mu- Luncheon and Awards Program tual understanding of what it takes to be Metropolitan Ballroom West, 2nd Floor a board member and shared expectations Our joint luncheon will celebrate the out- for service are crossbeams to organization- standing efforts of individuals, bar associa- al success. Aligning core organizational tions, foundations and other law-related in- priorities with better practices can build stitutions as we honor their work on behalf of our capacity to serve our mission. This in- the profession and the organized bar with the teractive session will explore the tools that following awards: support board excellence and ensure that • 2017 ABA E. Smythe Gambrell Awards good governance is more than a facade. • 2017 ABA Harrison Tweed Awards SPEAKER • 2017 ABA Partnership Program Awards Elizabeth Derrico, Albany, NY, Associate • 2017 NCBF/LexisNexis Partnerships for Executive Director, New York State Bar Success Award and Association • 2107 NABE Bolton Award for Outstanding Bar Leadership 2:35 p.m.–2:45 p.m. Please see page 55 for award and award winner Transfer and “Stretch” Break information. 2:45 p.m.–4:00 p.m. 1:10 p.m.–1:35 p.m. Plenary Session: Better Practices Sponsorship Dessert Break for Your Board: How to Succeed Central Park East, 2nd Floor by Really Trying Enjoy dessert and this final opportunity to vis- Sugar Hill, Lower Level it with our generous sponsors. Besides helping This session will highlight and share better to reduce your meeting costs, our sponsors' practices in governance, board development, products and services may also benefit your and relationship-building. We will look at practice, as well as the practices of your mem- ways that our boards can focus on now what bers. Be sure to stay for the raffle prizes, which is next and be strategic in the process. We will will be announced at the end of the break – look at ways to keep our stakeholders invested you must be present to win! in our mission and chart our future. We also will look at ways to get unstuck from practices that no longer serve us such as a board mem-

48 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY ber who has overstayed her welcome. for Success Award for its submission, Student MODERATOR Legal Clinic Grant. Jodie Boylen, Immediate Elizabeth Derrico, Albany, NY, Associ- Past President, West Virginia Bar Foundation, ate Executive Director, New York State Bar and Joshua Fershee, Associate Dean for Facul- Association ty Research and Development and Professor of PANELISTS Law at the West Virginia University College of James R . Gotwals, Tulsa, OK, President, Tulsa Law, will share the opportunities the grant has County Bar Foundation made possible, for the law students who work Kirra L . Jarratt, Washington, DC, Executive at the clinic and for the citizens who have ben- Director, District of Columbia Bar Foundation efitted from having access to legal assistance. Karen Ruan, Santa Ana, CA, Executive Direc- tor, Orange County Bar Foundation 9:30 a.m.–10:45 a.m. Roundtable Discussions: Let’s 4:00 p.m.–5:00 p.m. Talk Money! NCBF Hospitality – BYOB (Buy Central Park West, 2nd Floor Your Own Beverage) (optional) Following up from your previous program Link Café and Bar, Sheraton New York Times suggestions, we’re pooling our collective expe- Square, Lobby rience and expertise to focus on several fun- Haven’t connected with all your colleagues? draising topics. You choose: the topic(s) and Have that pressing issue you’d like to discuss? length of time you want to participate in any of Continue networking and reviewing the day’s the discussions. Everyone will be given the op- events with your foundation colleagues in the tion of moving from table to table, or not, de- Link Café and Bar before heading out for an pending on your interests. A final report from evening of excitement in the “greatest city in each table at the end of the session will summa- the world!” rize the key points of the morning’s discussion. TOPICS and FACILITATORS Saturday, August 12, 2017 • Major Gifts—Mary Groth, Cleveland, OH, Director of Development & Community 7:45 a.m.–11:30 a.m. Programs, Cleveland Metropolitan Bar NABE/NCBP/NCBF Registration Foundation/Association Metropolitan West Foyer, 2nd Floor • One-Day Giving Campaigns: Boom or Bust?—Karen Ruan, Santa Ana, CA, Execu- 8:15 a.m.–9:15 a.m. tive Director, Orange County Bar Foundation Breakfast and Membership • Innovative Fundraisers—Leslie Barineau, Meeting Birmingham, AL, Past President, Birmingham Central Park West, 2nd Floor Bar Foundation and NCBF President-elect • “Silence your Auction and Square Up”— 9:15 a.m.–9:30 a.m. Martha Madrid, Santa Ana, CA, Associate 2017 Partnerships for Success Director, Orange County Bar Foundation Award Presentation Central Park West, 2nd Floor The West Virginia Bar Foundation is the recipient of the NCBF/LexisNexis Partnerships

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 49 10:45 a.m.–11:15 a.m. Plenary Session: “Brag and Share” Central Park West, 2nd Floor Now it’s your turn to shine your light! In this fast-paced “active and interactive” session, we want to hear what you think is your best program and why. This is a great opportunity to share the good work in which we all are engaged.

11:15 a.m.–11:30 a.m. Wrap up Feedback Central Park West, 2nd Floor Please stay to share your take-aways from two days of programming and suggestions for future programs and services.

11:30 a.m.–12:00 noon NCBF New Board of Trustees Meeting Central Park West, 2nd Floor

50 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY NCBF 2016-2017 BOARD MEMBERS

Officers

President Treasurer Lorrie K . Albert, Pittsburgh, PA Karen Ruan, Santa Ana, CA

President Elect Immediate Past President Leslie Barineau, Birmingham, AL Leonard Pataki, Tulsa, OK

Secretary NCBF Liaison Andrea Stone, Austin, TX Roseanne Lucianek, ABA Division for Bar Services, Chicago, IL

Board of Trustees

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

NCBF Sponsor

NCBF gratefully acknowledges the generosity of LexisNexis for their support of the NCBF, the NCBF/LexisNexis Partnerships for Success Award, and the 2017 NCBF Annual Meeting. LexisNexis Nigel Roberts, Senior Director Global Associations 20 Par Lane, Hudson, NH 03051 (603) 886-1092 [email protected] www.lexisnexis.com

Special Thanks to our Individual Benefactors

William A. Martin, North Little Rock, AR, NCBF Trustee Emeritus Tulsa County Bar Foundation

Special thanks to the New York State Bar Association for donating the Annual Meeting printed program.

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 51 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 ,. Richmond 2001-2002 Anne R . Yeakel, Austin, TX 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 Hayes Hickey, India- 1990-1991 Merrily Munther, Boise, ID napolis, 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 I . Pataki, Tulsa, OK OH 1998-1999 Kathleen Schoene, St. Louis, MO* *Deceased NCBF Trustees Emeritus

Howard Braverman, Springfield, IL* Jerry Lastelick, Dallas, TX Alexander D . Forger, New York, NY William A . Martin, North Little Rock, AR Rodney H . Grove, Evansville, IN* Merrily Munther, Boise, ID Herndon P . Jeffreys Jr ,. Richmond, VA* Colonel C .E . Ransick, Little Rock, AR*

52 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY Maurice Reuler, Denver, CO William R . Van Aken, Cleveland, OH* Gordon Sinykin, Madison, WI* *Deceased

NCBF Excellence Award 2016 William A . Martin, Arkansas Bar 2017 Thomas R . Tinder, West Virginia Bar Foundation Foundation

NCBF “Partnerships for Success” Award

2011 Milwaukee Bar Association Foundation 2015 North Carolina Bar Association 2012 Tarrant County Bar Foundation (TX) Foundation 2013 Baton Rouge Bar Foundation 2016 Military Spouse JD Network Foundation 2014 Philadelphia Bar Foundation 2017 West Virginia Bar Foundation

NCBF Fundraising for Excellence

2012 Indianapolis Bar Foundation

NCBF Award for Bar Foundation Excellence

1999 Kansas City Bar Foundation 2006 Allegheny County Bar Foundation 2000 Arizona Bar Foundation 2007 Cincinnati Bar Foundation 2001 Orange County Bar Foundation 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 2005 Ohio State Bar Foundation Foundation

NCBF/ALPS Foundation Services Award for Innovations in Fundraising

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

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 53 ABA DIVISION FOR BAR SERVICES STAFF

ABA Division for Bar Molly Kilmer Flood Rebecca L . Green-Jablonsky Services Research and Information Committee Specialist 321 North Clark Street, Ste. Manager (312) 988-5364 1600 (312) 988-5362 rebecca.green@americanbar. Chicago IL, 60654-7598 [email protected] org (312) 988-5998 www.americanbar.org/ Joanne O’Reilly Teresa Peavy barserv Staff Director, Publications Program Specialist and Marketing (312) 988-5347 Roseanne Lucianek (312) 988-5348 teresa.peavy@americanbar. Division Director joanne.oreilly@americanbar. org (312) 988-5344 org roseanne.lucianek@ Steven Jones americanbar.org Angie L . Euell NCBP Member Services Field Services Specialist Coordinator Pamela E . Robinson (312) 988-6067 (312) 988-5353 Deputy Director [email protected] steven.jones@americanbar. (312) 988-5345 org pamela.robinson@ Tondanisha Tomlinson americanbar.org Finance and Business Nora Warens Administrator NABE Member Services Karyn Linn (312) 988-5360 Coordinator Director, Outreach and tondanisha.tomlinson@ (312) 988-6008 Education americanbar.org nora.warens@americanbar. (312) 988-5350 org [email protected] Michael Ward Information Research Maggie Bieniek Jennifer Lewin Specialist Program Coordinator Director, Knowledge (312) 988-5356 (312) 988-5349 Management and michael.ward@americanbar. magdelena.bieniek@ Governance org americanbar.org (312) 988-5361 jennifer.lewin@americanbar. org

54 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY AWARD INFORMATION FOR NCBP EVENTS Read more about the awards at www.americanbar.org/groups/bar_services/awards.

2017 E. Smythe Gambrell Awards American Bar Association Standing Com- The E. Smythe Gambrell Professionalism mittee on Legal Aid and Indigent Defendants Awards, administered by the ABA Stand- and the National Legal Aid and Defender ing Committee on Professionalism, recog- Association. nizes the nation’s exemplary, innovative, and on-going professionalism programs in law The Essex County Bar Association Advo- schools, bar associations, courts and other cates, Inc . (ECBAA) is the recipient of this legal organizations that help ensure the main- year’s award for the exceptional criminal and tenance of the highest principles of integrity delinquency defense representation that its and dedication to the legal profession and the members provide to people living in poverty. public. The ECBAA provides extensive training and This year, the Committee on Professionalism mentoring to attorneys who are new to the honors the SMU Dedman School of Law program. As the Presiding Judge of the Lynn Professionalism Initiative, a first-year cur- District Court stated in describing these at- riculum aimed at developing and enhancing torneys: “(they) are the unsung heroes of the all aspects of the law students’ professional profession: they do difficult and necessary development, and the New Orleans Bar As- work, at less than optimum remuneration, sociation Young Lawyers Section Big Easy under less than optimum conditions, and do Bootcamp, an annual continuing legal educa- it extraordinarily well every single day.” tion day-long program followed by a reception aimed at helping newly licensed lawyers 2017 ABA Partnership Program bridge the gap between law school and the Awards practice of law. Additional information about The ABA Partnership Awards Program rec- the E. Smythe Gambrell Professionalism ognizes efforts by bar associations to increase Awards is available online at http://ambar. diversity in the organized bar as well as those org/GambrellAward that attract diverse students to the legal profession. The program is co-sponsored by the 2017 Harrison Tweed Award Hispanic National Bar Association, National The Harrison Tweed Award recognizes the Asian Pacific American Bar Association, Na- extraordinary achievements of state and local tional Bar Association, and the National Na- bar associations that develop or significantly tive American Bar Association and is imple- expand projects or programs to increase ac- mented by the ABA Standing Committee on cess to civil legal services for those living in Bar Activities and Services & the Division for poverty or criminal defense services for in- Bar Services. digents. This award is co-sponsored by the

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 55 Three programs were selected for the award: ence of Bar Foundations/LexisNexis Partner- ships for Success Award is the West Virginia The Missouri Bar for Courageous Collabo- Bar Foundation for its Student Legal Clinic ration, an initiative to increase awareness Grant. Presented to the West Virginia College of implicit biases among Missouri lawyers of Law, the grant helps fund the costs of law and to train lawyers, law firm staff and students travelling from the law school cam- court personnel on how to recognize and pus in the northern part of the state to a new work through implicit biases together in campus in the southern part of the state, to the workplace. provide legal assistance to citizens in that un- derserved area of West Virginia. In addition State Bar of Texas for Texas Minority to providing much-needed assistance to the Counsel Program, in existence since 1993, residents of the surrounding communities, to increase the recruitment, advance- law students receive invaluable experience ment, and inclusion of women, attorneys and a first-hand view of the opportunities to of varying racial and ethnic backgrounds, practice law in that part of the state. attorneys of differing sexual orientation and gender identity, and attorneys with 2017 NABE Bolton Award for disabilities. Outstanding Bar Leadership George C . Brown, recently retired executive South Carolina Bar for The Color of Jus- director of the State Bar of Wisconsin, served tice, an outreach program to foster diver- as the bar’s chief staff executive for the last 17 sity in the legal profession and judiciary by years and has spent a total of nearly 30 years in introducing middle and high school mi- service to the organization. George also held nority students to the field of law through the positions of public affairs director, assis- panel discussions and breakout sessions tant executive director, and interim executive with judges, attorneys, law professors and director. George is known for developing and law students throughout the state. then trusting in the capabilities of his staff and for his guidance to the bar’s leadership. 2017 NCBF/LexisNexis A State Bar of Wisconsin past president wrote Partnerships for Success Award of George, “Any success which I had, or more In partnership with LexisNexis, this NCBF importantly, which the SBW had, would be award honors bar foundation initiatives that due in large part to George’s wise counsel and make a significant impact in their commu- his timely responsiveness.” A NABE member nity on issues for which lawyers are uniquely supporting his nomination for the Bolton positioned to lead. An underlying goal of award wrote, “George has been not just a this foundation initiative is to establish new spigot of knowledge, advice, and encourage- partnership opportunities, or leverage exist- ment; he has been a fire hose.” Within NABE, ing ones, through the meaningful involve- George has served in numerous capacities, ment and support from an affiliated bar asso- including the positions of NABE president, ciation and other allied members of the legal Program Committee chair, and Communica- community. tions Section chair, and to the gratification of his NABE colleagues, the positions of mentor, The recipient of the 2017 National Confer- sounding board, and friend.

56 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY HOTEL MAP

Sugar Chelsea Hill Health Club

Pre-Function Area 1

Reception Desk Reception Elevators

FedEx® Sheraton O ce Elevators

Lower Level

Empire Ballroom East West Lenox Ballroom Elevators

Escalators Elevators 2nd Floor

Metropolitan Ballroom Central Central Stage Park East East West Park West

Fire

Exit

Riverside New York Ballroom Ballroom Stage East West Riverside Suite Elevators

Escalators Carnegie Carnegie Liberty Elevators East West 3

3rd Floor Liberty 1 Liberty 5 Liberty Liberty 2 4 Liberty 3

5th Floor Madison Madison Madison Madison Madison Madison Suite Suite Suite Suite Suite Suite 6 5 4 3 2 1

Elevators Park Park Park Park Park Suite Suite Suite Suite Suite 5 4 3 2 1

NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 57 2018 MIDYEAR MEETING Vancouver, British Columbia  January 30-February 3

SAVE THESE DATES! *

MARK YOUR CALENDARS and plan to attend the 2018 Midyear Meeting of the National Association of Bar Executives (January 30 - February 1) National Conference of Bar Presidents (February 1-3) National Conference of Bar Foundations (February 1-3) in beautiful Vancouver, British Columbia! Stay tuned for registration and hotel information FOR MORE INFORMATION, PLEASE VISIT: NABE: www.nabenet.org l NCBP: www.ncbp.org l NCBF: www.ncbf.org

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 2019 ANNUAL MEETING — 2021 MIDYEAR MEETING — SAN FRANCISCO, CA ORLANDO, FL NABE: August 6–8, 2019 NABE: February 9-11, 2021 NCBP: August 8-10, 2019 NCBP: February 10-12, 2021 NCBF: August 8-10, 2019 NCBF: February 10-12, 2021

* Dates and locations subject to change CONNECT. STRATEGIZE. SIMPLIFY. TRANSFORM.

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