Board of Directors Meeting Hyatt Regency Orlando Airport Orlando, FL

BOARD OF DIRECTORS MEETING

Hyatt Regency Orlando Airport 9300 Jeff Fuqua Blvd. Orlando, FL 32827 407-825-1234

Meeting Room: Mirabel / Kai Tak / Shannon

Friday, March 15, 2019 9:00 a.m. – 1:00 p.m.

Schedule of Activities

Hyatt Regency Orlando Airport 9300 Jeff Fuqua Blvd. Orlando, FL 32827 (407)825-1234 (Please see Manny Romero for discounted parking voucher)

Thursday, March 14, 2019 Regular Committee Meetings and Dinner 10:00 a.m. – 8:30 p.m.

Regular Committee Meetings Meeting Room: Mirabel / Kai Tak / Shannon

10:00 a.m. – 11:30 a.m. Investment Committee/Endowment Trustees Meeting Stephen Senn Chair

11:45 a.m. – 1:00 p.m. Budget & Finance Committee Meeting Thomas R. Oldt (lunch will be provided) Chair

1:15 p.m. – 2:30 p.m. Development Committee Meeting Paige A. Greenlee Chair

2:45 p.m. – 4:00 p.m. Strategic Reset Committee Meeting Hon. Suzanne Van Wyk Chair

4:15 p.m. – 6:15 p.m. Grants Committee Meeting Hala A. Sandridge Chair

6:45 p.m. – 8:30 p.m. Informal Dutch Treat Dinner* Location: McCoys Bar & Grill (located in lobby)

*For convenience, the Foundation will pay the bill for food and invoice you. Because the Foundation will invoice individuals for dinner, alcohol will need to be paid for individually.

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Schedule of Activities

Hyatt Regency Orlando Airport 9300 Jeff Fuqua Blvd. Orlando, FL 32827 (407)825-1234 (Please see Manny Romero for discounted parking voucher)

Friday, March 15, 2019 Board of Directors Meeting 9:00 a.m. – 1:00 p.m.

Board of Directors Meeting Meeting Room: Mirabel / Kai Tak / Shannon

8:00 a.m. – 9:00 a.m. Buffet Breakfast for Board Members and Guests

9:00 a.m. – 9:30 a.m. Board Presentation Presented by: Seth Miller, Executive Director, The Innocence Project

9:30 a.m. – 1:00 p.m. Board of Directors Meeting Juliette E. Lippman President

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Board of Directors Meeting Hyatt Regency Orlando Airport Orlando, FL

Friday, March 15, 2019 9:00 a.m. -1:00 p.m. (breakfast buffet starts at 8:00 a.m.) Meeting Room: Mirabel / Kai Tak / Shannon

8:00 – 9:00 Breakfast Buffet

9:00 – 9:30 Board Presentation – The Innocence Project Seth Miller Executive Director

9:30 – 9:55 1. Welcome & Introductions Juliette E. Lippman a. Conflict of Interest Policy (SEE POLICY ON PAGES 1a) President Info

b. Mission Statement (SEE MISSION STATEMENT ON PAGE 1a) Info

9:55-10:00 2. Consent Agenda Juliette E. Lippman a. Minutes President i. Approval of Minutes from December 7, 2018 Board of Directors Action Meeting (SEE MINUTES ON PAGES 2a(i)) – provided as a handout

ii. Approval of Minutes from Executive Committee Meetings on Action - January 8, 2019 - February 12, 2019 (SEE MINUTES ON PAGES 2a(ii))

b. Report of the Treasurer i. Financial Summary Fiscal Year 2018-19 Action (SEE SUMMARY ON PAGES 2b(i))

ii. Operating Expense Statement for Seven Months Ended Action January 31, 2019 (SEE STATEMENT ON PAGES 2b(ii))

iii. Financial Statements for the Period Ended December 31, 2018 Action (SEE STATEMENT ON PAGES 2b(iii))

10:00-10:35 3. Report of the Grants Committee Hala A. Sandridge a. ACTION ITEM: 2019 Paul Doyle Award (SEE HANDOUT) Chair Action

b. ACTION ITEM: 2019-20 Children’s Legal Services Grant Program Action (SEE REPORT ON PAGES 3b) Action c. ACTION ITEM: 2019-20 Administration of Justice Grant Program (SEE REPORT ON PAGES 3c) Action d. ACTION ITEM: 2019 Summer Fellows Grant Program (SEE REPORT ON PAGES 3d)

e. ACTION ITEM: 2019-20 Pro Bono Transformation and Innovation Grant Action Program (SEE REPORT ON PAGES 3e)

f. ACTION ITEM: 2018 Loan Repayment Assistance Program Forgiveness Action (SEE REPORT ON PAGES 3f)

g. ACTION ITEM: REVISED LRAP Description (SEE REPORT ON PAGES 3g) Action

h. ACTION ITEM: Acceptance of Engle award funds and approval to Action administer funds as a grant program (SEE REPORT ON PAGES 3h)

i. Update on Training Initiative (SEE HANDOUT) Info

j. Update on 2019-21 Equal Justice Works Fellows Info (SEE REPORT ON PAGES 3j)

k. Florida Pro Bono Law Challenge (defer to Claud B. Nelson, III) Info

10:35-10:45 4. Report of the Nominating Committee Juliette E. Lippman a. ACTION ITEM: Election of Foundation Board of Directors for terms Chair Action beginning July 1, 2019 (SEE REPORT ON PAGES 4a)

b. Report on Appointed Florida Bar and Supreme Court Seats Info

10:45-10:55 5. Report of the Medal of Honor Committee Juliette E. Lippman a. ACTION ITEM: Request for Ratification of 2019 Medal of Honor Award Chair Action Lawyer & Non-Lawyer (SEE REPORT ON PAGES 5a)

b. ACTION ITEM: Request for Ratification of 2019 Jane Elizabeth Curran Action Distinguished Service Award (SEE REPORT ON PAGE 5b)

10:55-11:15 6. Report of the Budget & Finance Committee Thomas R. Oldt a. ACTION ITEM: Reallocation of unspent funds from FY 2018-19 for Chair Action Grants Management System and Staffing Needs (SEE REPORT ON PAGES 6a)

b. Authorization on Making and Accelerated Payment(s) on Bar Loan Info (SEE HANDOUT AT MEETING)

c. Verbal Committee Report Info

11:15-11:30 7. Report of the Development Committee Paige Greenlee a. Restricted Gifts Report (SEE REPORT ON PAGE 7a) Chair Info

b. Dashboard of Campaign Fundraising Results (SEE REPORT ON PAGE 7b) Info

c. Annual Dinner Sponsorship Opportunities (SEE FORM ON PAGE 7c) Info

d. Development Committee’s Activities presentation Info

11:30-11:45 8. Report of the Investment Committee Stephen Senn a. Report/ACTION ITEM: on Investment Performance for the Qtr Chair Action Ended December 31, 2018 (SEE 3.5.19 UPDATE and EXECUTIVE SUMMARY FOURTH QTR ON PAGES 8a)

11:45-12:05 9. Report of the Strategic Reset Committee Hon. Suzanne Van a. The Florida Bar Foundation: Strategic Reset Initiative Metrics Wyk Info (SEE REPORT ON PAGES 9a)

12:05-12:20 10. Report of the President Juliette E. Lippman a. 2019 Annual Dinner & Reception President Info

b. 2019 Equal Justice Conference Info

12:20-12:30 11. Report of the President-Elect Hala A. Sandridge a. 2019-20 committee and board meeting schedule President-Elect Info

12:30-12:50 12. Report of the Executive Director Donny MacKenzie a. Legal Server/Spiderhost Issues Executive Director Info b. 2019 ABA Days update Info c. Grants cycle review Info d. Staffing issues Info e. Investment for Grantees -idea/concept Info f. Community Champions – display of first award to Wells Fargo Info g. Cy Pres Rule – April 3, 2019 oral argument Info h. Daedalus Info

Journal of the American Academy of Arts and Sciences (Winter 2019) Info

13. Departmental Reports (Non-Verbal Reports) Staff a. IOTA Income Portfolio (SEE REPORT ON PAGES 13a) Info b. Pro Bono (SEE REPORT ON PAGES 13b) Info c. Communications (SEE REPORT ON PAGES 13c) Info

1:00 p.m. ADJOURN

R:\board\agendas\2018-19\201-03-15.docx

1. Welcome & Introductions

THE FLORIDA BAR FOUNDATION CONFLICT OF INTEREST POLICY

ANNUAL CONFLICT OF INTEREST STATEMENT

As required by the Foundation's Conflict of Interest Policy, a copy of which is attached, each non-executive officer (president, president-elect, first vice president, second vice president and immediate past president) and each director or any committee member who is not a non-executive officer or director, shall sign and submit to the Foundation on an annual basis the following statement:

I hereby certify that:

1. I have received a copy of the conflict of interest policy,

2. I have read and understand the policy,

3. I agree to comply with the policy, and

4. I understand the Foundation is charitable and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

______Signature

______Name

______Date

Please return your signed and dated Annual Conflict of Interest Statement to: Maritza Ramirez, Office Manager, The Florida Bar Foundation, 875 Concourse Parkway South, Suite 195, Maitland, FL 32751 or by EMAIL to [email protected]

1a (1 of 5) THE FLORIDA BAR FOUNDATION CONFLICT OF INTEREST POLICY FOR NON-EXECUTIVE OFFICERS, DIRECTORS AND COMMITTEE MEMBERS

ARTICLE I

Purpose

The purpose of this conflict of interest policy is to protect the interests of The Florida Bar Foundation, Inc., a Florida corporation not for profit (The “Foundation”). This policy is intended to supplement but not replace any applicable state and federal laws governing conflict of interest applicable to not-for-profit and charitable organizations.

ARTICLE II

Statement of Philosophy

The underlying philosophy of this policy is to ensure that all members of the board of directors, the non-executive officers (“officers”), and committee members avoid situations which might involve a conflict between their personal or professional activities or interests and those of the Foundation, particularly in regard to decisions concerning grant applicants and vendors selling or seeking to sell goods or services to the Foundation. It is impossible to enumerate every circumstance which would give rise to a conflict of interest, but ordinarily and individual, in the exercise of good judgment, will know whether a particular situation involves an actual or potential conflict of interest. This policy is designed to list general circumstances in which a conflict might exist, but these enumerations should not be considered all encompassing.

ARTICLE III

Statement of Scope

This policy applies to Foundation officers, to all members of the Foundation Board, and members of its committees. A separate conflict of interest policy applies to Foundation employees

ARTICLE IV

Definitions

1. Interested Person

Any director, or member of a committee with governing board delegated powers, who has a direct or indirect financial interest, or relationship, or bias, or prejudice, as defined below (a “Conflict”), is an interested person.

1a (2 of 5) 2. Financial Interest

A person has a financial interest if the person has, directly or indirectly, through business, investment, or family:

a. An ownership or investment interest in any entity with which the Foundation has a transaction or arrangement,

b. A compensation arrangement with the Foundation or with any entity or individual with which the Foundation has a transaction or arrangement, or

c. A potential ownership or investment interest in, or compensation arrangement with, any entity or individual with which the Foundation is negotiating a transaction or arrangement.

Compensation includes direct and indirect remuneration as well as gifts or favors that are not insubstantial.

Family, as used in this policy, means an uninterested person and his or her spouse, his or her siblings, and his or her lineal ascendants or descendants.

3. Relationship

A person has a relationship that gives rise to a Conflict if the person has a fiduciary relationship with an organization that receives funding or is seeking funding from the Foundation. The fiduciary relationship may arise by serving as an officer, director, counsel, or otherwise of or with respect to such an organization. The Conflict shall only apply to the matters involving that organization.

The president of Florida Legal Services, Inc., who sits by designation as a director of the Foundation, shall not vote on any matter before the board or any committee as to which Florida Legal Services, Inc. has any contractual relationship with the Foundation.

4. Bias or Prejudice

If an officer, director, or committee member is conscious of ay bias or prejudice with regard to a matter coming before the board or the committee, or if circumstances exist that his or her impartiality with regard to that matter might reasonably be questioned it should be disclosed and the member may be recused from voting. The integrity of board or committee proceedings should never be brought into question because of the failure of a board or committee member to disclose any such circumstances.

1a (3 of 5) ARTICLE V

Procedures

1. Duty to Disclose

In connection with any actual or possible Conflict, an interested person must disclose as soon as identified by that person the existence of the financial interest, relationship, or bias or prejudice and be given the opportunity to disclose all material facts to the board of directors and members of committees with board delegated powers considering the matter.

2. Determining Whether a Conflict of Interest Exists

A board of committee member should not recuse himself or herself in order to avoid participation in a matter for any reason other than a valid ground for recusal. After disclosure of the Conflict and all material facts, the officer presiding at the meeting shall promptly make a decision on whether the person disclosing the Conflict should be recused. Either the person disclosing the Conflict, of any member of the board or committee, may request that the full board or committee, as appropriate, decide the matter. If such a motion is made, the board or committee, as applicable, shall vote and decide the matter. The person seeking recusal cannot vote on the matter.

3. Procedures for Addressing the Conflict of Interest

a. An interested person may make a presentation at the board of directors or committee meeting, but after the presentation, he/she shall not vote on the matter. The interested person may answer questions but shall not engage in discussions of the matter.

b. The Foundation president or committee chair shall, if appropriate, appoint a disinterested person or committee to investigate alternatives to the proposed transaction or arrangement.

c. After exercising due diligence, the board of directors or committee shall determine whether the Foundation can obtain with reasonable efforts a more advantageous transaction or arrangement from a person or entity that would not give rise to a Conflict.

d. If a more advantageous transaction or arrangement is not reasonably possible under circumstances not producing a Conflict, the board of directors or committee shall determine by a majority vote of the disinterested directors whether the transaction or arrangement is in the Foundation’s best interest, for its own benefit, and whether it is fair and reasonable. In conformity with the above determination it shall make its decision as to whether the Foundation should enter into the transaction or arrangement.

4. Violations of the Conflicts of Interest Policy

a. If the board of directors or committee has reasonable cause to believe a member has failed to disclose actual or possible conflicts of interest, it 1a (4 of 5) shall inform the member of the basis for such belief and afford the member an opportunity to explain the alleged failure to disclose.

b. If, after hearing the member’s response and after making further investigation as warranted by the circumstances, the board of directors or committee determines the member has failed to disclose an actual or possible Conflict, it shall take appropriate disciplinary and corrective action.

ARTICLE VI

Records of Proceedings

The minutes of the board of directors and all committees with board delegated powers shall contain the names of the persons who disclosed or otherwise were found to have a Conflict, the nature of the Conflict, the action taken to determine whether a Conflict was present, and the governing boards or committee’s decision as to whether a Conflict in fact existed. The votes of individual members need not be recorded.

ARTICLE VII

Compensation

a. A voting member of the board of directors or an officer who receives compensation, directly or indirectly, from the Foundation for services is precluded from voting on matters pertaining to that person’s compensation.

b. A voting member of any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from the Foundation for services is precluded from voting on matters pertaining to that member’s compensation.

c. No voting member of the governing board or any committee whose jurisdiction includes compensation matters and who receives compensation, directly or indirectly, from the Foundation, either individually or collectively, is prohibited from providing information to any committee regarding compensation.

1a (5 of 5)

THE FLORIDA BAR FOUNDATION

MISSION STATEMENT

The mission of The Florida Bar Foundation, a philanthropic organization established in 1956 by The Florida Bar Board of Governors and the Supreme Court of Florida, is to provide greater access to justice. The Foundation will accomplish its mission primarily through funding of programs that:

• expand and improve representation and advocacy on behalf of low-income persons in civil legal matters;

• improve the fair and effective administration of justice; and

• promote service to the public by members of the legal profession by making public service an integral component of the law school experience.

u/wp/mission_statement_2014 1b (1 of 1) 2. Consent Agenda

The Florida Bar Foundation Executive Committee Conference Call Meeting January 8, 2019

MINUTES

Attending: Juliette E. Lippman, Chair Hala A. Sandridge Jewel White Connie Bookman Hon. Edwin A. Scales, III Paige A. Greenlee Stephen R. Senn Thomas R. Oldt Hon. Suzanne Van Wyk

Excused: David C. Prather

Also Attending Donny MacKenzie Lou Ann Powell Jessica McCabe

Ms. Lippman called the Executive Committee conference call to order at 3:00 p.m.

Goldstein Award Ms. Lippman called on Donny MacKenzie to provide his report.

Mr. MacKenzie informed the committee that due to recent events, he would like to ask the board to rename the Goldstein Award to the Goldstein and Van Nortick Award. Judge Van Nortwick has been a champion of the Foundation throughout his entire career, not only was he a past president of the board but he was also the recipient of the Medal of Honor Award. His entire career has provided greater access to justice. Mr. MacKenzie went on to say that Judge Van Nortwick and Mr. Goldstein were best friends and he couldn’t think of a better way to honor these two men who donated their lives to do pro bono work.

After a brief discussion, it was a unanimous decision to rename the award to the Goldstein and Van Nortwick Award.

Case management/grant management contracts Mr. MacKenzie reported that there have been some recent developments regarding Legal Server contracts with The Florida Bar Foundation. Legal Server’s President and Founder IV Ashton has advised us that effective January 1, 2020 he will not be renewing the Foundation’s contract and instead will work directly with each legal aid agency. He has also made the decision to move all of the grantee sites to their servers and away from Spider Host. The Foundation’s contract with Spider Host runs through June 30, 2019. In addition, Legal Server has offered to host the Grants Management Software, let the Foundation out of the agreement when it finds a replacement or simply retire the software. Mr. MacKenzie went on to say that the Foundation is currently looking into other software that would be comparable to what the Foundation currently has.

2a (ii) (1 of 6) Committee memberships Ms. Lippman reported that at the December board meeting the board was asked to form three new committees: Building Committee, Spending & Reserve Policy Committee and Matching Funds Limited Grants Committee. Ms. Lippman then requested the committee to email her and Mr. MacKenzie if they have any interest serving on one of the new committees.

Rotating venues for board meetings Mr. MacKenzie reported that he would like to start rotating board meetings at different venues across the state, specifically at large law firms that could host a big group. In doing so, he thinks this will drive down cost of each board meeting which typically costs the Foundation $11,000 per meeting on average. He then went on to say that the Foundation will do a cost comparison analysis to present to the board before moving forward.

Board membership Mr. MacKenzie provided an update on the applications the Foundation has received for the upcoming board vacancies effective July 1st.

Good of the Order – Adjournment

Juliette Lippman called for questions or other items for discussion. There being no questions, she thanked everyone for their participation. The telephone meeting was adjourned at 3:58 p.m.

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2a (ii) (2 of 6) 2a (ii) (3 of 6) 2a (ii) (4 of 6) 2a (ii) (5 of 6) 2a (ii) (6 of 6) The Florida Bar Foundation Executive Committee Conference Call Meeting February 12, 2019

MINUTES

Attending: Juliette E. Lippman, Chair Hala A. Sandridge Connie Bookman Hon. Edwin A. Scales, III Paige A. Greenlee Stephen R. Senn Thomas R. Oldt Hon. Suzanne Van Wyk

Excused: David C. Prather Jewel White

Also Attending Donny MacKenzie Lou Ann Powell

Ms. Lippman called the Executive Committee conference call to order at 3:05 p.m.

New Subcommittee Appointments Members volunteered and/or were suggested to the following subcommittees:

a. Spending and Reserve Policy (Investments)

1. Hala Sandridge* 2. Steve Senn* 3. Paige Greenlee* 4. Tom Oldt* 5. Carlos Halley**

b. Limited Matching Grants (Grants)

1. Suzanne Van Wyk* 2. Murray Silverstein** 3. Dan Thompson** 4. Tony Musto** 5. George Tinsley**

c. Building Committee (Budget)

1. Steve Senn* 2. Tom Oldt*

2a(ii) (1 of 3) 3. Hala Sandridge* 4. Paige Greenlee* 5. Connie Bookman*

*=agreed to serve

**=will be asked to serve

A report was given regarding the status of board seat applications and elections. It was reported that The Florida Bar elected Min Cho and Lara Tibbals on February 8, 2019 to fill its two seats opening on July 1, 2019. The Foundation’s Nominating Committee on February 12, 2019 selected Retired Justice Peggy Quince and Retired Judge Hugh Carithers to fill its two seats opening on July 1, 2019. The Nominating Committee also selected Kevin McCoy on a contingent basis to fill a seat that may become vacant due to a current member’s personal schedule and other commitments. The Executive Committee also voted (per Tom Oldt motion and Hala Sandridge second) to authorize staff to submit the names of Gregory Coleman and Roberto Pardo to the Florida Supreme Court and request that they be appointed for a second term. Staff will also submit the applications of others who applied for such seats per the process outlined in the Foundation’s bylaws. A short discussion was had concerning possible additions to the public members seats. Currently, there are three public members serving on the board, but Connie Bookman has been elected as second vice president of the Board. The bylaws provide that 2-4 public members shall sit on the board. Consideration of military officers and business executives was suggested by staff. Judge Scales suggested that consideration of additional board seats should be postponed until the conclusion of a review of the board’s size is concluded. President Lippman announced that such review will be undertaken shortly, and that Ms. Adele Stone has agreed to lead that review process.

Medal of Honor Dinner Absent a commitment from Jeb Bush as keynote speaker (Hala Sandridge reports that Governor Bush most likely has a conflict), it was decided that this year’s dinner will not have a keynote speaker. Instead, a tribute in honor and memory of Bill Van Nortwick will be presented at the end of the program. At that time, the Foundation will announce that the Goldstein award has been re- named to the Goldstein/Van Nortwick award and a commemorative “first award” will be given to Maria Henderson at that time.

Staff Update Jessica McCabe’s departure and Donna Marino Kirtland’s resignation was discussed. Interviews are underway for selection of Jessica’s replacement. Michelle Fonseca has been asked to serve as Interim Development Director. It was also discussed that a Grants Coordinator is needed to assist; especially considering a new grant program which will be developed considering the middle district federal court’s generous gift to the Foundation.

Possible Foundation name change/fictitious name The Executive Committee was asked to start deliberating and thinking about a name change and/or creation of a fictitious name change for the Foundation. In general, most lawyers don’t know what the Foundation does, nor does the public. Many think the Foundation is The Florida Bar or that it is a retirement fund for Florida attorneys A name change that captures the Foundation’s mission may increase public awareness and expand its donor base. It may also help create a stronger brand for the Foundation.

Judge Scales’ commented that changing the Foundation’s name needs to be approached with caution and the purpose of a name change needs to be articulated carefully. He further indicated that it may not be desirable to change the Foundation’s name simply to avoid confusion amongst the

2a(ii) (2 of 3) public but should be done only to advance the Foundation’s mission. Judge Van Wyk stated she supported the notion of a name change completely but was adamantly opposed to hiring a consultant for such purposes. She stated she was confident that the bright minds on the Board and staff could create an effective and powerful name if needed. The consensus of the group was that the creation of a fictitious name or actual name change was most likely a good idea.

It was reiterated that the topic was being raised for discussion purposes only given the fact that the issue has been identified for more than a decade. Staff was simply raising the issue, asking that the Board give serious thought to the matter and thereafter provide direction on how it wished to proceed.

Good of the Order – Adjournment

Juliette Lippman called for questions or other items for discussion. There being no questions, she thanked everyone for their participation. The telephone meeting was adjourned at 3:49 p.m.

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2a(ii) (3 of 3) March, 2019

2b (i) (1 of 10) FINANCIAL SUMMARY – FYE 6-30-19 FINANCIAL STATEMENTS Foundation Endowment Jul 1 - Jan 31, Audited FYE Jul 1 -Jan 31, Audited FYE ASSETS 2019 6-30-2018 2019 6-30-2018 Cash $ 946,958 $ 896,776 $ - $ - Investments, at market 22,827,718 26,383,210 4,709,941 4,753,874 Other Current Assets 3,037,367 1,705,421 4,891 3,810 Fixed Assets 107,530 77,204 - - Other Long-Term Assets 3,512 39,145 59,302 73,937 Total Assets $ 26,923,085 $ 29,101,756 $ 4,774,134 $ 4,831,621 LIABILITIES AND NET ASSETS Current Liabilities $ 7,484,566 $ 4,778,656 $ - $ 1,969 Deferred Revenues 7,354,412 14,007,584 - - Long-Term Liabilities 2,718,120 3,441,665 - - Net Assets: Net Assets, beginning $ 6,873,851 $ 4,530,530 $ 4,829,652 $ 4,551,322 Net Operating Income (Loss) $ 2,492,136 $ 2,343,321 $ (55,518) $ 278,330 Net Assets, ending $ 9,365,987 $ 6,873,851 $ 4,774,134 $ 4,829,652 Total Liabilities and Net Assets $ 26,923,085 $ 29,101,756 $ 4,774,134 $ 4,831,621 2 / Jan-19 2b (i) (2 of 10) FINANCIAL SUMMARY – FYE 6-30-19 REVENUES Jul 1 - Jan 31, Audited FYE REVENUES 2019 6-30-2018 IOTA Contributions $ 5,918,614 $ 6,731,128 Contract Revenues 6,649,849 8,416,136 Other Contributions - Restricted 504,868 621,260 Grants Received - 250,000 Other Contributions - Unrestricted 104,157 963,511 Cy pres Award 344,530 649,838 Return of Unspent Grant Funds 78,759 13 Gain (Loss) on Disposal of Assets - (2,045) Other Revenues 18,517 51,652 Subtotal $ 13,619,294 $ 17,681,493 Investment Income, net of fees 266,877 453,358 Realized/Unrealized Gains/(Losses) on Investments (68,260) (7,499) TOTAL REVENUES $ 13,817,911 $ 18,127,352 3 / Jan-19 2b (i) (3 of 10) FINANCIAL SUMMARY – FYE 6-30-19 IOTA IOTA NET REVENUE Increase due to: a. Principal Balance (Includes Accrual) Thru Jan 31, b. Higher IOTA rates from eligible institutions under comparability c. Proactive revenue enhancement -Wells Fargo Jul 1 - Jan 31, 2019 $5,918,614 FY 2017-18 FY 2018-19 57% increase Principal Balance $4.853 B $6.153 B from prior year (At 6/30/18) (Thru 1/31/19) Jul 1 - Jan 31, 2018 $3,744,939 Projections dated March 2019: Principal Balance $6,153,111,316 FY 2018-19 - No additional increase $13,093,500 Gross Rate, weighted 0.242% FY 2018-19 - Projected Moderate * $14,152,000

Net Yield, weighted 0.208% FY 2018-19 - Projected Aggressive ** $14,501,000 Monthly Service Charges $180,975 * Assumes rate increase in April 2019 (Net of amounts waived) ** Assumes rateincreases in April 2019 and June 2019 IOTA interest rates lag Federal Funds rates and historically increases Number of Banks 178 7bp for every 25bp increase in theFederal Funds Target Rate Number of Trust Accounts 32,783

4 / Jan-19 2b (i) (4 of 10) FINANCIAL SUMMARY – FYE 6-30-19 INVESTMENTS ENDOWMENT Investment Portfolio Values at Jan 31, 2019 Cost Market Value Current Operating Account (COA) $ 5,391,784 $ 5,391,784 Jul 1-Jan 31, Audited FYE Mid-Long Term Investment Account (MLTI) $ 17,353,682 $ 17,435,934 CONTRIBUTIONS 2019 6-30-2018 Fellows $ 11,000 $ 33,000 Endowment $ 4,565,608 $ 4,709,941 Investment Income at Jan 31, 2019 COA MLTI Endowment Fellows Written-off $ (20,950) * $ (10,288) * Interest, Dividends and Capital Gains $ 44,641 $ 235,226 $ 81,145 Realized Gains (Losses) - $ (172,958) 9,672 Endowment $ 7,720 $ 7,586 Unrealized Gains (Losses) (273) $ 104,424 (155,541) Less Investment Fees - $ (14,211) (6,121) Endowment Written-off $ - $ - Net Investment Income * $ 44,368 $ 152,481 $ (70,845) * Does not include $1,221 in interest collected on LRAP notes * Represents unfulfilled pledges from prior years 5 / Jan-19 2b (i) (5 of 10) Total Budgeted Expenses including Grants $14,364,641

(Before Functional Allocation)

M & G, Fundraising, $2,115,950, $344,467, 14.7% 2.4%

Grants Dept. ProgramRelated Expenses $180,940, 1.3% $1,101,078

Pro Bono Dept. $152,923, 1.1%

Charitable Activities, Program Activities, $11,904,224 , $767,215, 5.3% 82.9% Grants, $10,803,146, 75.2% 6 / Jan-19 Grants and Pro Bono Department Expenses are included in Operating Expenses on the Expense Statement 2b (i) (6 of 10) FINANCIAL SUMMARY – FYE 6-30-19 Total Actual Expenses including Grants $8,571,003 (Thru Jan 31, 2019) (Before Functional Allocation) Operating Expense Fiscal YTD M & G $ 1,056,495 M & G Fundraising 152,816 $1,056,495 Program Related Expenses Grants Dept. 87,009 12.3% Pro Bono Dept. 69,700 Grants Dept.,

Fundraising $404,594 Total $ 1,366,020 $87,009 , 1.0% $152,816 1.8% Pro Bono Dept., $69,700 , 0.8% Charitable Program Activities, Activities $247,885 , 2.9% $7,361,692 Grants, 85.9% $6,957,098, 81.2%

Grants and Pro Bono Department Expenses are included in 7/ Jan-19 Operating Expenses on the2b Expense (i) (7 Statement of 10) FINANCIAL SUMMARY – FYE 6-30-19

Total $7,361,692

See Appendix A 6,957,098 $

0.01% 0.54% 0.91% 2.06% 1.98% 94.5% 8 / Jan-19 2b (i) (8 of 10) FINANCIAL SUMMARY – FYE 6-30-19 PROGRAM EXPENSES Jul 1 - Jan 31, 2019 Allocated / Awards / Audited FYE PROGRAM Budget Expenses * 6-30-2018 Grants - LAP/LSA/AOJ $10,803,146 $6,957,098 $12,313,058

Program Related: $404,594 Grants / Pro Bono Staff 333,863 156,709 798,806 Program Activities 767,215 247,885 555,296 Sub-Total Program Related 1,101,078 7,361,692 1,354,102 TOTAL PROGRAM $11,904,224 $7,361,692 $13,667,160

* Current period grants may include release of conditions on grants awarded in prior years. 9/ Jan-19 2b (i) (9 of 10) FINANCIAL SUMMARY – FYE 6-30-19 Expenses (Before Functional Allocation) FY 2018-19 Budget July 1 - Jan 31 , 2019 % of Budget Program Program to Jan = Audited FYE EXPENSES Operating Activities Total Operating Activities Total 58.3% 6-30-2018 Personnel $ 1,482,690 $ - $ 1,482,690 791,948 - 791,948 53.4%$ 1,862,002 Professional Services 410,445 346,550 756,995 150,553 82,744 233,297 30.8% 506,944 Office Expenses 187,385 2,555 189,940 95,648 - 95,648 50.4% 151,522 Facilities & Equipment 259,035 200,100 459,135 141,553 139,669 281,222 61.3% 385,154 Meetings/Convenings 126,840 189,660 316,500 39,454 22,426 61,880 19.6% 234,933 Other 327,885 28,350 356,235 146,864 3,046 149,910 42.1% 330,418 TOTAL EXPENSES $ 2,794,280 767,215$ $ 3,561,495 $ 1,366,020 $ 247,885 $ 1,613,905 45.3%$ 3,470,973

M & G $2,115,950 14.7% $1,056,495 12.3% Fundraising 344,467 2.4% 152,816 1.8% Program Related 1,101,078 7.7% 404,594 4.7% Sub-Total 3,561,495 24.8% 1,613,905 18.8% Grants 10,803,146 75.2% 6,957,098 81.2% Total $14,364,641 100.0% $8,571,003 100.0%

10/ Jan-19 2b (i) (10 of 10) FINANCIAL SUMMARY – FYE 6-30-19 FY 2018-19 Expense Statement Jan is 58.3% of the Year FY 2018-19 Budget 7/1/18-1/31/19 Program Program % Expenses Activities Activities to Annual Operating (Detail Attached) Total Operating (Detail Attached) Total Budget PERSONNEL COSTS Payroll $ 1,089,580 $ - $ 1,089,580 $ 625,415 $ - $ 625,415 57.4% Payroll Taxes 81,635 - 81,635 48,429 - 48,429 59.3% 1 Employee Benefits 154,205 - 154,205 63,500 - 63,500 41.2% Retirement 76,590 - 76,590 44,529 - 44,529 58.1% Workers' Compensation 2,755 - 2,755 1,117 - 1,117 40.5% Temporary Help 38,000 - 38,000 3,412 - 3,412 9.0% Personnel Recruitment 9,900 - 9,900 - - - 0.0% Professional Development 30,025 - 30,025 5,546 - 5,546 18.5% Subtotal Personnel $ 1,482,690 $ - $ 1,482,690 $ 791,948 $ - $ 791,948 53.4% PROFESSIONAL SERVICES Accounting & Audit Fees $ 49,075 $ - $ 49,075 $ 45,575 $ - $ 45,575 92.9% 1 Professional Services 358,370 346,550 704,920 104,978 82,744 187,722 26.6% Legal Services 3,000 - 3,000 - - - 0.0% Subtotal Professional Services $ 410,445 $ 346,550 $ 756,995 $ 150,553 $ 82,744 $ 233,297 30.8% OFFICE EXPENSES Bank Service Charges $ 12,500 $ - $ 12,500 $ 7,459 $ - $ 7,459 59.7% 1 Copying Expenses 10,000 - 10,000 3,562 - 3,562 35.6% Insurance 32,700 - 32,700 26,980 - 26,980 82.5% 2 Miscellaneous Expenses 1,000 2,555 3,555 1,468 - 1,468 41.3% Office Expenses 31,350 - 31,350 13,656 - 13,656 43.6% Postage & Mail Preparation 37,545 - 37,545 16,550 - 16,550 44.1% Printing 55,620 - 55,620 21,765 - 21,765 39.1% Telephone/Internet 6,670 - 6,670 4,208 - 4,208 63.1% 1 Subtotal Office Expenses $ 187,385 $ 2,555 $ 189,940 $ 95,648 $ - $ 95,648 50.4% FACILITIES & EQUIPMENT Computer Maintenance & Leasing $ 77,100 $ 200,100 $ 277,200 $ 32,505 $ 139,669 $ 172,174 62.1% 1, 3 Depreciation Expense 33,250 - 33,250 25,406 - 25,406 76.4% 1 Equipment Purchases & Leasing 14,100 - 14,100 14,933 - 14,933 105.9% 1, 4 Equipment Interest Expense 4,000 - 4,000 2,165 - 2,165 54.1% Rent 126,210 - 126,210 64,302 - 64,302 50.9% Repairs & Maintenance 4,375 - 4,375 2,242 - 2,242 51.2% Subtotal Facilities & Equipment $ 259,035 $ 200,100 $ 459,135 $ 141,553 $ 139,669 $ 281,222 61.3% MEETINGS Meetings $ 97,040 $ 37,450 $ 134,490 $ 29,020 $ 2,695 $ 31,715 23.6% Reimbursed Expenses 29,800 152,210 182,010 10,434 19,731 30,165 16.6% Subtotal Meetings $ 126,840 $ 189,660 $ 316,500 $ 39,454 $ 22,426 $ 61,880 19.6% OTHER Awards $ 2,500 $ 13,000 $ 15,500 $ 68 $ - $ 68 0.4% Cultivation/Promotion/Recognition 27,400 8,000 35,400 10,760 2,685 13,445 38.0% Dues & Subscriptions 40,605 - 40,605 17,827 - 17,827 43.9% Endowment Expenses 10,075 - 10,075 7,000 - 7,000 69.5% 1 Other Interest Expense 128,715 128,715 78,962 - 78,962 61.3% 1 Post Retirement Benefits 3,500 - 3,500 1,962 - 1,962 56.1% Staff Travel 115,090 7,350 122,440 30,285 361 30,646 25.0% Subtotal Other $ 327,885 $ 28,350 $ 356,235 $ 146,864 $ 3,046 $ 149,910 42.1% TOTAL $ 2,794,280 $ 767,215 $ 3,561,495 $ 1,366,020 $ 247,885 $ 1,613,905 45.3% 1 Overage due to timing of expenditures 2 Insurance expenses were underbudgeted by about $14,000 because at the time the budget was prepared, we did not yet know the expected increase. 3 Actual expenses include amounts for grantees who no longer use Legal Server. We are working with the vendor / grantees on recouping these costs which may be part of our contract negotiations for next year. 4 Overage due to timing of expenditures and unexpected expenses associated with the cost of upgrading our computers for consistency in service, security and easier maintenance. The overage is withing the Executive Director's authority to approve.

11/ Jan-19 2b (ii) (1 of 11) FINANCIAL SUMMARY – FYE 6-30-19

Actual THE FLORIDA BAR FOUNDATION Expenses % Actual PROFESSIONAL SERVICES BUDGET - DETAIL OF ACTUAL EXPENSES FY 2018-19 7/1/18- to Budget 1/31/19 Budget EXECUTIVE: Strategic Reset Evaluation $37,500 $38,960 Lobbying for Legal Services Corporation (LSC) funding $61,000 $32,083 Board / Governance Strategy $12,000 $0 Staff Retreat $11,000 $0 Strategic direction and staff development $9,000 $0 Search - Executive Director $28,500 $0 Facilitation fee for National Large IOLTA Funder's meetings $500 $0 Subtotal Executive $159,500 $71,043 44.5% PRO BONO - Program Activities: Web Page $1,500 $0 Benchmarking system $10,000 $450 Florida Pro Bono Matters $30,000 $15,500 floridaprobono.org $27,000 $0 Florida Pro Bono Week $2,000 $0 Subtotal Pro Bono $70,500 $15,950 22.6% GRANTS: Program Activities: Regional/Grantee Program Assessment (Desk Audit) $50,050 $24,296 Self-Assessment Reporting (SAR) $52,500 $42,498 Grantee Technical Assistance $55,000 $0 Legal Needs Assessment $110,000 $0 Strategic Reset - Escambia $10,000 $0 Operating Activities: Grants Management Software Updates $5,000 $139 Subtotal Grants $282,550 $66,933 23.7% DEVELOPMENT: 2018-19 Bar Fee Statement mailing and processing fees (In-Kind) $10,500 $0 Year-End Campaign $2,500 $0 Website design $3,000 $0 Planned giving website hosting and materials $13,500 $2,083 Subtotal Development $29,500 $2,083 7.1%

12/ Jan-19 See next page 2b (ii) (2 of 11) FINANCIAL SUMMARY – FYE 6-30-19

Actual THE FLORIDA BAR FOUNDATION Expenses PROFESSIONAL SERVICES BUDGET - DETAIL OF ACTUAL EXPENSES FY 2018-19 7/1/18- % Actual Budget 1/31/19 to Budget COMMUNICATIONS: Website consulting $20,000 $3,038 Annual Dinner reception video $12,800 $0 GIS Mapping for ABA Days $7,000 $0 Annual Report graphic design $1,000 $0 Newsletter design $2,150 $0 General Communications and data visualization $15,500 $1,755 Subtotal Communications $58,450 $4,793 8.2% INFORMATION TECHNOLOGY Computer consultant (in lieu of IT staff in 2018-19) $61,000 $15,870 Software customization and training $9,300 $0 Subtotal Information Technology $70,300 $15,870 22.6% FINANCE/IOTA: Audit - includes audit, Foundation tax return (Form 990) and final 403(b) retirement plan tax return (Form 5500) $47,075 $45,575 Miscellaneous accounting/finance activities $3,000 $0

IOTA Revenue Projections, including Moody's forecasting data and purchase of independent interest rate research for Florida banks $15,000 $5,408 Subtotal Finance/IOTA $65,075 $50,983 78.3% ADMINISTRATIVE/GENERAL: Legal Fees $3,000 $257 Payroll, Benefit, Retirement Administration $11,620 $5,385 Human Resources Consulting $6,500 $0 Subtotal Administrative/General $21,120 $5,642 26.7%

Total Professional Services $756,995 $233,297 30.8%

13/ Jan-19 2b (ii) (3 of 11) Appendix A

Budgeted Program Related Expenses - $1,101,078

2b (ii) (4 of 11) 1 FY 2018-19 Budgeted Program Related Expenses

2b (ii) (5 of 11)2 FY 2018-19 Budgeted Program Related Expenses Department Cost - $333,863

Grants - $180,940 Pro Bono - $152,923

• Includes Payroll and related, professional dues, subscriptions, professional services, and travel expenses

2b (ii) (6 of 11)3 FY 2018-19 Budgeted Program Related Expenses Capacity Building $288,100

Board Source Equal Justice Fellows Leadership Forum $5,000 Conference $10,000 • Reimbursed scholarships for grantee staff to attend the Board • Reimbursed scholarships for grantee staff to attend this national Source Leadership Forum-4 grantees at $1,100 each. conference to learn/get exposed to civil justice projects and advocacy efforts across the country. It is a networking, leadership, and professional development experience-10 grantees at $1,000 each. Affordable Housing Conference $6,300 NLADA Conference • Reimbursed costs for 7 grantee staff (capped at $900 each) to $11,250 register and attend statewide annual affordable housing conference by the Florida Housing Coalition (related to BOA • 9 x $1,250 reimbursed scholarships for grantee staff to attend this projects/advocacy). national conference to learn/get exposed to civil justice & cross over criminal projects and advocacy efforts across the country. It is a networking, leadership, and professional development experience. Legal Skills Training $8,000 Grantees have been encouraged to submit proposals to present on panels - if selected the FBF will assist with costs. • Reimbursed costs for 4 legal aid attys to attend Trial Lawyers' Section annual Advanced Trial Skills training. TIG Conference $14,550 • Reimbursed scholarships for grantee staff to attend this annual national legal aid technology conference-30 grantees up to $470/each and cost of Affinity meeting. 2b (ii)See (7 next of page11) 4 FY 2018-19 Budgeted Program Related Expenses Capacity Building - Continued

Grantee Technical Children’s Legal Assistance $55,000 Services Meeting $15,000 • Several items: 1) includes $30k matching costs for 2 grantees to • Reimbursed scholarships for grantee staff to attend this annual participate in user-design/client feedback loop project; 2) costs for conference that is being coordinated by a national law firm this grantee assistance after desk audit/program assessments identify year. challenges; 3) costs for facilitated grantee assistance related to providing statewide immigration services; 4) other grantee assistance Summer Fellowship requested like: help with strategic planning. Training $25,000 • Includes costs for site, A/V, & food for summer fellows training and travel & hotel costs for trainers and summer fellows to attend. Case Management This training will be supported by Akerman. System $103,000 • Includes $78k subsidy to assist in costs related to statewide Case Management System (CMS) and 25k for other legal server Westlaw Legal subscriptions. Research $35,000 • On-line legal research for up to 24 users at each legal aid grantee, annually.

2b (ii) (8 of 11)5 FY 2018-19 Budgeted Program Related Expenses Pro Bono $179,265

FPBCA $63,865 Pro Bono – General $17,500 • Includes 1) building capacity with pro bono coordinators, both grantee & non-grantees including other stakeholders such as law • Includes general expenses related to promotional materials, meetings schools and law firm coordinators-$43,865 and 2) Reimbursed and professional services. expenses for pro bono staff to attend the EJW conference-$20,000.

Florida Pro Bono Pro Bono Innovation / Matters $52,900 Transformation Grants $15,000 • Includes website maintenance and the purchase and development of CLE training for the website. • Out-of-State meetings and training in best practices for new Pro Bono grantees.

Pro Bono Week floridaprobono.org $26,000 $4,000 • Includes website maintenance and the purchase and development • Social media campaign, website updates, and coordinating activities of CLE training for the website. amongst pro bono programs.

2b (ii) (9 of 11)6 FY 2018-19 Budgeted Program Related Expenses Research, Evaluations, Other $274,050

Research-Legal Needs Assessment $110,000 Other $61,250 • Costs for expert statistical & data analysis (likely a university) to survey low-income Floridians statewide to identify & report • Grants & Case Management Software - $45,800 current legal needs of communities; gaps in services provided; Includes monthly maintenance costs for GMS and cloud server hosting duplication in services provided. 12 -18 month project. costs for both GMS & CMS (Spiderhost).

Evaluations $102,800 • Paul Doyle Children’s Advocacy Award - $13,000 Total cost of $10,000 cash awards to: 1) Winner, 2) 1st Runner Up; 3) • Self-Assessment Reporting (SAR) - $52,750 2nd Runner Up and $3,000 in reimbursement for plaques, annual Statewide & individual organization data analysis of closed cases, dinner tickets and travel related expenses. outcomes, other grantee compliance & performance measures, including GIS mapping of results and desk review analysis. • LRAP - $2,450 • Regional / Grantee Program Assessment - $50,050 The cost to record LRAP Promissory Notes with the State of Florida. Statistical data, narrative, infrastructure, performance review/audit of selected grantees based on ABA standards for civil legal assistance (Desk Reviews).

2b (ii) (10 of 11)7 Pro Bono Week FY 2018-19 Budgeted Program Related Expenses Strategic Reset - $25,800

Strategic Reset $25,800

• Strategic Reset – AOJ - $15,800 Self Represented Litigation Network Conference for judges/clerks to EJC- capped at $1,800 each for 6 attendees - $10,800.

• Jan '19 Sponsorship of the Florida Court Public Information Officers Conference - $5,000.

• Strategic Reset – Escambia - $10,000 Conclusion of Community led Design thinking project at Pathways for Change Family Services Center.

2b (ii) (11 of 11)8

Pro Bono Week UNAUDITED FINANCIAL STATEMENTS FOR THE SIX MONTHS ENDED December 31, 2018

THE FLORIDA BAR FOUNDATION, INC. THE FLORIDA BAR FOUNDATION ENDOWMENT TRUST

2a (iii) (1 of 7) 2a (iii) (2 of 7) 2a (iii) (3 of 7) 2a (iii) (4 of 7) 2a (iii) (5 of 7) 2a (iii) (6 of 7) 2a (iii) (7 of 7) 3. Report of the Grants Committee

The Florida Bar Foundation AGENDA ITEM 7(c) Community Based Civil Legal Services Grant Program 2019 Childrens Legal Services 2019 Children's Legal Services Average Scores and Funding Considerations Total CLS Funding is $1,273,146.00 There were 22 CLS applications submitted to the Foundation, with a total funding request of $2,164,892.01. Scoring Rubric Six reviewers scored the applications individually and then met for a day to discuss the applications together, and then average scores were calculated. Staff recommend that the top 5 applicants be fully 90-100 100% funded, and the bottom 5 applicants not be funded. Because of the limits of CLS funding, Staff is 87-89 80% recommending that the middle set of applicants be funded by a percentage of the funding requests. For applications scoring between 87-89, the applicants will receive 80% of the requested grant funds. For 85-86 65% applications scoring between 85-86, the applicants will receive 65% of the requested grant funds. For applications scoring between 80-84, the applicants will receive 50% of the requested grant funds. 80-84 50%

2018 CLS 2019 CLS Average Staff Funding Organization Name Project Name and Description Funding Funding Request Score Recommendation

Name : "Every Lawyer" Children's Pro Bono Project Project Description : New project provides pro bono Lawyers for 1 $0.00 $45,000.00 assistance to dependent foster children with complex 94.5 $45,000.00 Children America legal needs who are involved in multiple legal proceedings.

Name : Developmental Disabilities Advocacy Project (DDAP) Project Description : Continuing project which Legal Aid Society of provides legal support to developmentally disabled 2 the Orange County $51,000.00 $65,000.00 93.4 $65,000.00 foster children to ensure that their medical, Bar Association educational, and social needs are being met while in the dependency system. Name : Children's Legal Advocacy Project (CLAP) Project Description: Continuing project which Brevard County provides legal services to young adults at risk of aging 3 $35,000.00 $55,000.00 93.2 $55,000.00 100% Legal Aid out of foster care to ensure they are adequately prepared to take on adult responsibilities.

3b (1 of 8) 2018 CLS 2019 CLS Average Staff Funding Organization Name Project Name and Description Funding Funding Request Score Recommendation

Name : Children's Legal Collaborative "The Collaborative" Dade County Legal Project Description : This is a continuing project, and 4 $50,000.00 $75,000.00 91.8 $75,000.00 Aid provides expansive legal support children who are involved with dependency, human trafficking, immigrant, and guardianship issues.

Name : Children's Legal Representation Project Project Description : This is a continuing project which Legal Services of 5 $74,900.00 $96,572.00 takes a multifaced approach in helping children with 90.3 $96,572.00 North Florida education, delinquency, and dependency legal needs, with a focus on disabled children.

Name : Ending Juvenile Solitary Confinement in Florida Legal Florida Project Description : This is a continuing Services (Juvenile 6 $75,000.00 $108,668.70 project which is working to build a class action case 89.5 $87,870.351 Delinquency against the Florida Department of Juvenile Justice in Project) order to end juvenile solitary confinement.

Name : Education Advocacy Project Project Description : This continuing project involves Legal Aid Society of 7 $61,600.00 $61,600.00 systemic advocacy and individual legal services for 88.7 $49,280.00 Palm Beach County disabled children whose rights are being violated by school representatives and/or school policies. 80%

Name : Education Justice Collaborative Project Description : This continuing project combats Legal Services of 8 $139,000.00 $139,160.00 the overuse of the Baker Act in the Miami-Dade 87.7 $111,328.00 Greater Miami school system with outreach, education, policy advocacy, and individual representation.

3b (2 of 8) 2018 CLS 2019 CLS Average Staff Funding Organization Name Project Name and Description Funding Funding Request Score Recommendation

Name : 2019-2020 Children's Legal Services Application (Special Education and Health Care Law) Florida State Project Description: This continuing project 9 University $80,000.00 $148,559.34 87.4 $118,847.47 advocates for children in special education and Children's Clinic health law who have been denied services or are facing a reduction in services.

Name : School- to-Prison-Pipeline Reform: Keeping Students Safe in a Post-Parkland Florida Project Description : This continuing project is Community Legal designed to challenge discriminatory policies and 10 Services of Mid- $100,000.00 $174,000.00 86.8 $113,100.00 practices in Central Florida schools which lead to Florida emotionally and developmentally disabled children to be arrested, suspended, or expelled due to disability- related behavior.

Name : Immigrant Children's Program Cuban American Project Description : This continuing project provides 11 Bar Association Pro $45,000.00 $100,000.00 85.7 $65,000.00 holistic legal representation to immigrant children in Bono South Florida. Name : Restorative Justice for Children in the 65% Dependency System in Broward County Project Description : This continuing project is working to implement a specialized restorative Legal Aid Service of 12 $125,000.00 $132,981.00 justice/dependency court model in Broward County. 85.3 $86,437.65 Broward County This "problem-solving" court would focus on strengthening family relationships while addressing the underlying trauma that leads families to dependency. 3b (3 of 8) 2018 CLS 2019 CLS Average Staff Funding Organization Name Project Name and Description Funding Funding Request Score Recommendation

Name : Children's Systemic Initiative Project Description : This continuing project focuses on systemic reform of Florida's child welfare system Florida's Children through legislative and executive branch advocacy, 13 $175,000.00 $175,000.00 85.2 $113,750.00 First and advocacy within the Florida Bar. The project also includes administrative rule challenges, and statewide training for lawyers, judges, and young adults in the system.

Name : Foster Children's Advocacy Project Description : This continuing project includes individual case and policy advocacy regarding young University of Miami 14 $60,000.00 $75,000.00 adults aging out of foster care, LGBTQ youth, 84.3 $41,250.00 Children's Clinic undocumented immigrant children, and children with complex emotional, behavioral, or developmental needs. Name : Children Fleeing Violence Project Description : This project will expand pro bono Catholic Legal 15 $50,000.00 $121,700.97 involvement for an existing project that provides 84 $66,935.53 Services legal advocacy to unaccompanied minors in Miami immigration court. 50% Name : Statewide Education Advocacy Project Description : This continuing project focuses Southern Legal on improving educational outcomes through case 16 $90,500.00 $100,000.00 82.3 $55,000.00 Counsel advocacy and impact litigation for children who have physical or mental disabilities or who have suffered complex trauma.

3b (4 of 8) 2018 CLS 2019 CLS Average Staff Funding Organization Name Project Name and Description Funding Funding Request Score Recommendation

Name : Embracing Children Seminole County Project Description : This new project is focused on 17 Bar Association $30,000.00 $50,500.00 early intervention and legal advocacy for children 82 $27,775.00 Legal Aid Society whose custodians suffer from opioid addiction, so that they may avoid DCF/dependency involvement.

Name : Health Care Access for Vulnerable Children Florida Legal Project Description : Project designed to assist 18 Services (Health $80,000.00 $88,000.00 79.2 $0.00 children in accessing health care services and other Access Project) public benefits.

Name : Hope Pipeline Three Rivers Legal Project Description : This project focuses on 19 $120,000.00 $143,505.00 73.3 $0.00 Services identifying and advocating for youth in the juvenile justice system that have unmet educational needs.

Name : Special Immigrant Juvenile Visa's (SIJ) for Separated Children Americans for 20 $0.00 $34,528.00 Project Description : This pro bono project is focused 73.3 $0.00 Immigrant Justice on assisting unaccompanied minors obtain special immigrant juvenile visas. 0%

Name : Lawyers for Young Adults Project Community Law Project Description : This project assists young adults 21 $25,000.00 $35,200.00 72.5 $0.00 Program who have aged out of foster care challenge denials or early terminations of independent living services. Name : Project Rainbow Project Description : This new project focuses on Gulfcoast Legal assisting LBGTQ youth with legal advocacy involving 22 $0.00 $139,917.00 60.8 $0.00 Services numerous legal issues such as identification, public benefits, domestic or dating injunctions, or discrimination. 3b (5 of 8) 2018 CLS 2019 CLS Average Staff Funding Organization Name Project Name and Description Funding Funding Request Score Recommendation

TOTALS $1,467,000.00 $2,164,892.01 $1,273,146.00

Footnote 1. For Florida Legal Services Juvenile Delinquency Project, 80% of the requested project funding is $86,934.96. After funding all projects at the proposed percentages, there would be an excess of $935.39 available. Staff recommends that FLS receive this extra funding because of how close the application came to the top 5 ranked applications. This will bring FLS's total funding to $87,870.35.

3b (6 of 8) The Florida Bar 2019-20 Children's Legal Services Grant Program Committee and Board Funding Worksheet March 14th and 15th, 2019 Grants Committee Funding Allocation Worksheet Recommended Total Allocation is 8.7% of $14,523,480 ($14,523,480, represents the total Grants Committee funding available for fiscal year 2019-20, as of March 2019.) 2018-19 Grant Staff Committee Region Organization Name Project Name 2019-20 Requested Grant Amount Board Approval Amount Recommendation Recommendation Legal Services of North Florida, Inc. Children's Legal Representation $74,900.00 $96,572.00 $96,572.00 1 Project Region 1 Florida State University College of Law 2019-2020 Children's Legal Services $80,000.00 $148,559.34 $118,847.47 2 Application (Special Education and Health Care Law) Regional Total $154,900 $245,131.34 $215,419.47 $0 $0 3 Region 2 Three Rivers Legal Services, Inc. Hope Pipeline $120,000.00 $143,505.00 $0.00 Regional Total $120,000 $143,505.00 $0.00 $0 $0 Brevard County Legal Aid, Inc. Children's Legal Advocacy Project $35,000.00 $55,000.00 $55,000.00 4 (CLAP) Community Legal Services of Mid-Florida, Inc. School- to-Prison-Pipeline Reform: $100,000.00 $174,000.00 $113,100.00 5 Keeping Students Safe in a Post- Region 3 Parkland Florida Legal Aid Society of the Orange County Bar Developmental Disabilities $51,000.00 $65,000.00 $65,000.00 6 Association Advocacy Project (DDAP) Seminole County Bar Association Legal Aid Society, Embracing Children $30,000.00 $50,500.00 $27,775.00 7 Inc. Regional Total $216,000 $344,500.00 $260,875.00 $0 $0 Community Law Program, Inc. Lawyers for Young Adults Porject $25,000.00 $35,200.00 $0.00 8 Region 4 9 Gulfcoast Legal Services Project Rainbow $0.00 $139,917.00 $0.00 Regional Total $25,000 $175,117.00 $0.00 $0 $0 10 Region 5 Legal Aid Society of Palm Beach County Education Advocacy Project $61,600.00 $61,600.00 $49,280.00 Regional Total $61,600 $61,600.00 $49,280.00 $0 $0 Legal Aid Service of Broward County Restorative Justice for Children in $125,000.00 $132,981.00 $86,437.65 11 the Dependency System in Broward Region 6 County

Regional Total $125,000 132981 $86,437.65 $0 $0 12 Catholic Legal Services Children Fleeing Violence $50,000.00 $121,700.97 $66,935.53 Cuban American Bar Association CABA Immigrant Children's Program $45,000.00 $100,000.00 $65,000.00 13

Dade County Bar Association Legal Aid Society Children's Legal Collaborative "The $50,000.00 $75,000.00 $75,000.00 14 Region 7 Collaborative" 15 Legal Services of Greater Miami, Inc. Education Justice Collaborative $139,000.00 $139,160.00 $111,328.00 University of Miami School of Law Children and Foster Children's Advocacy $60,000.00 $75,000.00 $41,250.00 16 Youth Law Clinic Regional Total $344,000 $510,860.97 $359,513.53 $0 $0

3b (7 of 8) Americans for Immigrant Justice, Inc. Special Immigrant Juvenile Visa's $0.00 $34,528.00 $0.00 17 (SIJ) for Separated Children

Florida Legal Services, Inc. Health Care Access for Vulnerable $75,000.00 $88,000.00 $0.00 18 Children Statewide Florida Legal Services, Inc. Ending Juvenile Solitary $80,000.00 $108,668.70 $87,870.35 19 Confinement in Florida 20 Southern Legal Counsel, Inc. Statewide Education Advocacy $90,500.00 $100,000.00 $55,000.00 Lawyers for Children America "Every Lawyer" Children's Pro Bono $0.00 $45,000.00 $45,000.00 21 Project 22 Florida's Children First, Inc. Children's Systemic Initiative $175,000.00 $175,000.00 $113,750.00 Statewide Total $420,500 $551,196.70 $301,620.35 $0 $0

Total All Applicants $1,467,000 $2,164,892.01 $1,273,146.00 $0 $0

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the grant program description.

Grants Program Director Approval: ______Date

Chief Financial Officer Approval: ______Date

3b (8 of 8) 2019-21 Administration of Justice Grant Applicant Projects Details

Grants Philosophy. The Florida Bar Foundation will consider grants to assist in the administration of justice in Florida. It is the goal of the Foundation to award grants in areas where its funds can make a difference and where their impact is measurable. Toward that end, the Foundation will concentrate grants for improvements in the administration of justice in five areas within the broader framework of the justice system, with emphasis on the process of operating the courts in an effective and expeditious manner.

Areas of Funding. The Florida Bar Foundation considers the following areas to be conducive to the administration of justice:

➢ Enhance civil legal services through innovative and cost-effective means; ➢ Provide direct civil legal services either to groups of clients currently underserved by legal aid providers, or in an area of representation (whether substantive or geographical) that cannot be or is not effectively served by individual qualified civil legal aid providers; ➢ Improve the operation and management of the court and justice systems; ➢ Public education and understanding about the law, including law related education; ➢ Innovative and transformative pro bono projects; or ➢ Otherwise promote the improvement of the administration of justice.

______Applicant Name: Innocence Project of Florida (IPF) Requested Funding: $293,000 Project Focus: Exoneration of innocent prisoners using DNA and other means

Project Description: The Innocence Project of Florida is the oldest and primary organization in Florida with the mission to find individuals in Florida’s prisons and free them through the use of DNA testing or other evidence of actual innocence. This grant funding will be used to defray the costs associated with this effort, including the intake and screening of the voluminous requests for assistance to find the very best cases of actual innocence; the field investigation necessary to develop claims of actual innocence, and the litigation of those claims in courts around Florida to overturn wrongful convictions in these cases and achieve exoneration and release of those innocent clients. The funds provided would fund parts of IPF’s experienced legal staff and the expenses associated with finding, investigating and litigating innocence cases.

IPF currently screens and reviews 800-900 cases a year and litigates around 30 at any given time.

3c (1 of 6) AGENDA ITEM 8(b)

The goals of IPF are simple; to find more innocence cases, in a more efficient, expeditious manner, and provide high quality legal assistance in these cases to reunite those individuals with their families as soon as possible

Non-FBF Funding: $573,262.00 Total budget for year: $886,262 (FBF funding would be 33% of total funding)

Sources of Non-FBF Funding: Lakeshore Foundation Singer Philanthropy Estate of Patrick Collins General Contributions Special Events

Through both awareness and fundraising efforts, IPF has continually increased its revenue year- over-year. Just in 2018, IPF increased the amount raised as part of its year-end campaign from $42,000 raised in 2017 to over $75,000 raised in 2018—a 57% increase. This type of increase is seen in most of their fundraising efforts. In addition to continuing their annual gala, in 2018 they increased the number of comedy fundraising events from 2 to 3, adding the third event in Naples, FL, and held a wine tasting event in Miami, FL. This increased our overall event fundraising from $145,000 to $225,000—a 64% increase. This increase is expected to continue in 2019 and beyond. IPF is the recipient of several grants for the 2019-20 year and are currently in the latter stages of obtaining a large grant (possibly over $1 million) that would fund staff growth over the next 4 years.

Anticipated Project Outcome: IPF will increase the number of inmates screened for assistance (800+), accept 25% more cases for representation, achieve exonerations for 3-4 clients, and continue to provide social assistance to those clients awaiting a case outcome.

______Applicant Name: Florida Health Justice Project (FHJP) Requested Funding: $60,000 Subject: Florida Health Justice Story Bank

Project Description: This project will use “storybanking” in collaborative efforts to address health access issues in Florida. Storybanking is the production and distribution of a stream of compelling individual narratives designed to illustrate the impact of specific issues on individuals, their families, and their local communities. These narratives are provided to media and funders to educate the public as well as lawmakers, giving critical legal issues a “human face.” FHJP will focus this storybank on highlighting the challenges of accessing health care in Florida for low-income individuals and families, many of whom deal with legal issues as well. Specifically, FHJP will focus on issues relating to Medicaid expansion and support, elder health justice, and immigration health justice.

FHJP has dedicated resources to support a staff with sophisticated skills, including in technology and health law, along with well-established networks with local referral partners. FHJP

3c (2 of 6) AGENDA ITEM 8(b) collaborates with FJTC, Legal Services of Greater Miami, Florida Voices for Health, Catalyst Miami, the Florida Policy Institute, Catalyst Miami, Community Justice Project, Florida Immigrant Coalition, Americans for Immigrant Justice, IMPAC Fund and WeCount.

Law student involvement is core to the design of this program. FHJP will collaborate with one or more Miami-based law school clinics and will provide on-site class presentations as well as supervision to selected students participating in the project. FHJP is already working with the Associate Director of Career Development at the University of Florida Levin College of Law to recruit summer law clerks. The selected students would work with FHJP as part of UF’s new Health Law program, a program that supports “cutting-edge teaching, scholarship and advocacy.

Non-FBF Funding: $82,000 Total budget for year: $259,350

Sources of Non-FBF Funding: Florida Department of Elder Affairs The Miami Alliance on Aging Bay Area Legal Services The Center for Law and Social Policy Catalyst Miami Health Foundation of South Florida

Anticipated Project Outcome:

Targets and Indicators/Benchmarks of Success:

* Number of individuals screened by partner and referred to FHJP (Target: 50 individuals) * Number of referred individuals who participated in interview (Target: 25 individuals) * Number of stories collected and fully worked-up (Target: 20 narratives) * Number of individuals provided counsel/advice and referral on health care access (Target: 10) * Number of meetings/trainings with partner organizations (Target: 5) * Number of media placements pitched (Target: 20 stories pitched) * Number of partner media placements earned media/social media (Target: 10) * FHJP will track the relationships developed/allies depended upon in the creation of the story bank (Target: 15 partners)

______Applicant Name: Florida Justice Technology Center (FJTC) Subject: Voter Restoration Tool Requested Funding: $350,000

Project Description: With Amendment 4 set to re-enfranchise millions of returning citizens, and with many of them being African Americans, it is highly likely that obstacles will be put in place to restrict their newly restored rights and deter them from casting ballots in upcoming elections. FJTC proposes a proactive approach to address any potential barriers to newly enfranchised citizens. While no one can predict what obstacles may appear, FJTC plans to conduct a comprehensive assessment taking into consideration a myriad of potential outcomes and then

3c (3 of 6) AGENDA ITEM 8(b) producing a tool that can achieve said outcomes. FJTC has established partnerships with the Florida ACLU and the FRRC for this project.

Because voter restoration is an unfolding event, FJTC plans to divide this project into two Phases: Assessment and Implementation. The Assessment Phase will involve reviewing current litigation, establishing the meaning of “completion of sentence” as defined by law, and coordinating with partners in the field such as the American Civil Liberties Union (ACLU) and the Florida Rights Restoration Coalition (FRRC) to identify any known or perceived threats to voter restoration. The Assessment Phase will also consist of exploratory research from other states’ experiences, database access and privacy restrictions, and connecting ancillary social services. The Assessment will conclude with a comprehensive report outlining the timeline and methodology to develop the product that FJTC has identified as a viable tech solution based on research conducted. This Phase is expected to last 4-8 months.

The comprehensive report produced in the Assessment Phase will guide the Implementation Phase. Milestones and deliverables will be predetermined by the comprehensive report and a final launch will be estimated based on the complexity of the tool and its integrations with partner agencies, election supervisor databases, clerk databases, and other stakeholder organizations. Although currently unknown at this point, the Implementation Phase is expected to last 4 months.

Non-FBF Funding: $ 0 Total budget for year: 1,320,407

Anticipated Project Outcome: The overall benefit of the proposed project is to enhance community building and civic engagement through participation in elections. Research has demonstrated that people who vote are more active in their communities, feel more empowered about their futures, and tend to have better health than those that do not vote. By encouraging participation in the democratic process, this project is encouraging civic engagement and overall community involvement for members of society who have been overlooked for decades. Returning citizens who have already registered to vote since Amendment 4 passed have reported feeling as though they are true U.S. citizens now. The connection with community that voting provides is unlike any other civic activity. It also cultivates a sense of control over representation in the political atmosphere by someone who reflects the values and beliefs shared by the voter. Voting is the foundation of our democracy and participation in elections is what builds communities. This project will undoubtedly have a positive impact on communities that were previously silenced by voter disenfranchisement.

3c (4 of 6) The Florida Bar Foundation Improvements in the Administration of Justice Grant Program Board and Committee Funding Worksheet for March 13-14, 2019 Fiscal Year: 2018-19 / Grant Period: April 1, 2019 - March 31, 2020

Administration of Justice Grant Funding Worksheet

Recommended Total Funding is 4.8% of $14,523,480

Prior Year Amount Staff Committee Board Grant Applicant Funding Project Conditions Requested Recommendation Recommendation Approval

(if any) (yes/no) Conditions

The Florida Justice Technology 1. $350,000 $351,000 Voter Restoration Tool $350,000 No Center

Health Justice Story 2. Florida Health Justice Project $60,000 $0 $60,000 No Bank

Exoneration of $10,000 Innocence Project of Florida innocent Floridians; Matching 3. $293,000 $380,000 $293,000 Yes Funds for the and Exonoree Exonoree Emergency Fund Support Fund

TOTAL $703,000 $731,000 $703,000

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the AOJ grant

Grants Program Director Approval: Date:

Chief Financial Officer Approval: Date:

3c (5 of 6) Staff Recommendation U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 8(c) AOJ Board Worksheet 3c (6 of 6) Staff Recommendation U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 8(c) AOJ Board Worksheet Agenda 9b

Summer Fellows Demographics

Gender

Male 36%

Female 64%

Female Male

Ethnicity

4 4 3.5 3 3 2.5 2 2 1.5 1 1 1 0.5 0 Latino or Asian or Pacific Black or African Caucasian or Black or African Hispanic Islander American White American/ Asian or Pacific Islander

Ethnicity

3d (1 of 8) Agenda 9b

LANGUAGE PROFICIENCY

Trilingual 18%

Monolingual 46%

Bilingual 36%

Law School

4 3.5 3 2.5 2 1.5 1 0.5 0 University of Florida Stetson University of Barry University- Miami School of International University Florida Levin Dwayne O. Law University College of Law College of Law Andreas School College of Law of Law

3d (2 of 8) Agenda 9b

LOCATION OF HOST ORGANIZATION BY REGION

Region II Region III Region VII Region IV Statewide

9% 28%

27%

CERTIFIED LEGAL INTERN

Yes 36%

No 64%

3d (3 of 8) Agenda 9b

Summer Fellows Overall Applicant Demographics 82 Total Applicants

Law School

Series 1

3d (4 of 8) Agenda 9b

Ethnicity

3d (5 of 8) Agenda 9b

GENDER

Female Male

32%

68%

3d (6 of 8) The Florida Bar Foundation Agenda 9c 2019 Community Based Civil Legal Services Grant Program Summer Fellows Program Grant program runs through May 2019 to August 2019 March 14-15, 2019 Grants Committee and Board Meetings Grants Committee Funding Worksheet Recommended Total Funding is .63% of $14,523,480 ($14,523,480 represents the total Grants Committee funding available for Fiscal year 2018-19 as of March 2019.)

Staff Funding Committee Student Name Placement Law School School Year Board Approval Recommendation Recommendation 1 Arcelia Rodriguez Catholic Legal Services University of Miami School of Law Rising 3L $8,250.00

2 Legal Aid Society of the Orange County Florida International University College of Asma Patel Rising 3L $8,250.00 Bar Association Law

3 Gregory Payton Council on American-Islamic Relations Stetson University School of Law Rising 3L $8,250.00

4 James Comer Disability Independence Group University of Florida Levin College of Law Rising 2L $6,500.00

5 Jesus Hernandez Dade County Legal Aid University of Miami School of Law Rising 3L $8,250.00

6 Jhon Guerrero Solis Jacksonville Area Legal Aid University of Florida Levin College of Law Rising 3L $8,250.00

7 Seminole County Bar Association Legal Barry University, Dwayne O. Andreas Juliana Burchett Rising 2L $6,500.00 Aid Society, Inc. College of Law 8 Barry University, Dwayne O. Andreas Liliana Ibarra Legal Aid of Manasota Rising 3L $8,250.00 College of Law 9 Mary Grace Henley Three Rivers Legal Services Stetson University School of Law Rising 2L $6,500.00 10 Monique Puentas Southern Legal Counsel University of Florida Levin College of Law Rising 2L $6,500.00

11 Nickera Rodriguez Florida Legal Services University of Florida Levin College of Law Rising 3L $8,250.00

TOTAL $83,750.00 Plus 10% to Grantees to Assist with Payroll Taxes $8,375 Total Funding $92,125.00

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the above grant program description.

Deputy Director/CFO/COO Approval ______Date ______Lou Ann Powell

Director of Grants Approval ______Date ______

3d (7 of 8) Kate York

3d (8 of 8) Agenda Item 10(a) The Florida Bar Foundation Pro Bono Transformation Grants, Year Two Board and Committee Funding Worksheet for March 14-15, 2019 Grant Period: April 1, 2019 - March 31, 2020/ Fiscal Year Funds 2018-19

Amount Staff Committee Board Grant Applicant Project Summary Requested Recommendation Recommendation Approval

PRO BONO TRANSFORMATION GRANT, YEAR 2 APPLICANTS

During year one of the grant, LSGMI completed a BPA, hired a pro bono director, implemented processes for volunteer recruitment and retention 1 Legal Services of Greater Miami and created additional classes of pro bono involvement. Year two $51,873 $51,873 proposes to address several year one challenges, refine the BPA, and implement a long-term pro bono strategic plan.

During year one of the grant, this collaborative joint transformation Legal Services of North Florida completed a rigorous evaluation and assessment yielding 117 recommendations for improvement. Progress slowed near the end of the 2 $100,000 $100,000 w/ Legal Aid Foundation of the Tallahassee Bar first year due to Hurricane Michael and a leadership transition in one of Association as Sub-Grantee the organizations. Year two will focus on implementing the transformation plan and increasing pro bono involvement.

TOTAL TRANSFORMATIONS $151,873 $151,873

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the grant program description.

Grant Director Approval: Date:

Chief Financial Officer Approval: Date:

3e (1 of 4) Agenda Item 10(b) The Florida Bar Foundation Pro Bono Innovation Grants, Year Two Board and Committee Funding Worksheet for March 14-15, 2019 Grant Period: April 1, 2019 - March 31, 2020/ Fiscal Year Funds 2018-19

Amount Staff Committee Board Grant Applicant Project Summary Requested Recommendation Recommendation Approval

PRO BONO INNOVATION GRANT, YEAR 2 APPLICANTS

Continued expansion of BALS’ Bay Pines VA-MLP in Manatee and Sarasota Counties utilizing the newly-created panel of private pro bono attorneys to serve veterans who are clients of the regional Bay Pines VA 1 Bay Area Legal Services $25,000 $25,000 medical system and have legal issues that may impact their health and well-being. BALS’ seeks to continue this effective veteran pro bono project. Legal Aid Service of Collier County completed the development of their 2 Legal Aid Service of Collier County Virtual Clinic Portal and seeks to expand the model with training, $25,000 $25,000 promotion, marketing, and onboarding volunteers.

The Landlord/Tenant Continuum of Pro Bono Services offers legal assistance in private landlord matters including full representation, pro se forms assistance, and group information and to provide each tenant with 3 Jacksonville Area Legal Aid effective and efficient assistance that is appropriate for the complexity of $25,000 $25,000 the issue and the capability of the applicant. Year two hopes to expand the number of clients served by reaching clients earlier in the process. The ultimate goal is to transition to a comlete pro bono model.

TOTAL INNOVATIONS $75,000 $75,000

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the grant program description.

Grant Director Approval: Date:

Chief Financial Officer Approval: Date:

3e (2 of 4) Agenda Item 10(c) The Florida Bar Foundation Pro Bono Transformations Grants, Year One Board and Committee Funding Worksheet for March 14-15, 2019 Grant Period: April 1, 2019 - March 31, 2020/ Fiscal Year Funds 2018-19

Amount Staff Committee Board Grant Applicant Project Summary Requested Recommendation Recommendation Approval

PRO BONO TRANSFORMATION GRANT, YEAR 1 APPLICANTS At CABA Pro Bono, the purpose of our pro bono program is to change the lives of low-income members of our community through legal services. Our vision of an excellent and high- performing pro bono Cuban American Bar Association Pro Bono 1. program, is one that: provides a diverse range of meaningful pro bono opportunities for $100,000 $100,000 Project attorneys; provides pro bono attorneys with maximum support including access to CLE trainings and ongoing mentoring; and provides high quality legal representation that will truly benefit our clients. CLSMF’s organizational vision is to be a trusted law firm and leader in serving the needs of its community through powerful representation, partnerships and innovation. Our vision for pro 2 Commmunity Legal Services of Mid-Florida bono is to create an integrated program that has a shared direction, robust capacity, and $100,000 $100,000 standardized procedures supported by engaged and meaningful relationships between staff, volunteer attorneys, and clients.

Our vision of an excellent and high performing pro bona program at FRLS will maximize 3 Florida Rural Legal Services volunteer participation through efficient and effective procedures designed to create the best $100,000 $0 possible outcomes for clients while providing positive experiences for volunteers. LAMS' Vision is to change the culture of the legal community to value and elevate the importance of pro bono service resulting in maximum participation of lawyers in making pro bono a reliable and sustained resource for the community. LAMS will create a Pro Bono 4 Legal Aid of Manasota $100,000 $0 Blueprint to increase involvement of lawyers in pro bono service in Manatee and Sarasota counties by transforming its current pro bono model. FBF funding will help shape a successful plan. Our vision for a high-perlorming pro bono program is one that has a full-time attorney staff member dedicated solely to directing our pro bono program that will be integrated across all aspects of our organization (including our board) and systems-focused advocacy on behalf of 5 Southern Legal Counsel vulnerable Floridians with the most severe civil legal needs. We envision a model where pro $100,000 $98,127 bono lawyers, law students, and other professionals such as psychologists and social workers participate in all aspects of our litigation including at the initial factual investigation and legal research phase. TOTAL TRANSFORMATIONS $500,000 $298,127

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the grant program description.

Grant Director Approval: Date:

Chief Financial Officer Approval: Date:

3e (3 of 4) Agenda Item 10(d) The Florida Bar Foundation Pro Bono Innovation Grants, Year One Board and Committee Funding Worksheet for March 14-15, 2019 Grant Period: April 1, 2019 - March 31, 2020/ Fiscal Year Funds 2018-19

Amount Staff Committee Board Grant Applicant Project Summary Requested Recommendation Recommendation Approval

PRO BONO INNOVATION GRANT, YEAR 1 APPLICANTS Catholic Legal Services, Archdiocese of 1 BTC Court Observation and Bond Project $25,000 $0 Miami 2 Dade Legal Aid Put Something Back Virtual Kiosks $25,000 $25,000 3 Lee County Legal Aid Courthouse Self-Help Pro Bono Project $25,000 $0 4 Legal Aid Service of Broward County Online Hotline Intake Project $25,000 $25,000

5 Legal Aid Society of Palm Beach County Encore Project: Enaging Emeritus Lawyers $25,000 $25,000

TOTAL INNOVATIONS $125,000 $75,000

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the grant program description.

Grant Director Approval: Date:

Chief Financial Officer Approval: Date:

3e (4 of 4) THE FLORIDA BAR FOUNDATION Grants Committee Agenda Item 11 COMMUNITY ECONOMIC DEVELOPMENT INITIATIVE GRANT PROGRAMS LOAN REPAYMENT ASSISTANCE PROGRAM (LRAP) FUNDING WORKSHEET MARCH 14th & 15th, 2019 GRANTS COMMITTEE AND BOARD MEETINGS 2018 LRAP FORGIVENESS Committee/Board Committee/Board Committee/Board Action Action Action

U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 11 2018 LRAP Forgiveness, Repay, Rescind 1 3f (1 of 6) Committee/Board Committee/Board Committee/Board Action Action Action

2018 $ Amount to 2018 Board 2018 Board 2018 Staff 2018 Committee 2018 $ Amount be Rescinded (For Recommended $ Employer Organization Approved LRAP Recommended $ Recommended $ to be Repaid declines & some in Amount to be Award Amount to be Forgiven Amount to be Forgiven repayment) Forgiven Footnote Applicant Number 180 Community Legal Services of Mid-Florida $5,000.00 $2,500.00 $2,500.00 $0.00 105 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 161 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 190 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 152 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 149 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 71 Community Legal Services of Mid-Florida $5,000.00 $2,500.00 $2,500.00 $0.00 114 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 73 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 43 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 183 Community Legal Services of Mid-Florida $5,000.00 $38.00 $0.00 $4,962.00 125 Community Legal Services of Mid-Florida $5,000.00 $2,500.00 $2,500.00 $0.00 91 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 185 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 128 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 176 Community Legal Services of Mid-Florida $5,000.00 $5,000.00 $0.00 $0.00 151 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 156 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 57 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 49 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 82 Community Legal Services of Mid-Florida $5,000.00 $0.00 $0.00 $5,000.00 174 Cuban American Bar Association Pro Bono Project $5,000.00 $0.00 $0.00 $5,000.00 111 Cuban American Bar Association Pro Bono Project $5,000.00 $0.00 $0.00 $5,000.00 145 Cuban American Bar Association Pro Bono Project $5,000.00 $2,345.95 $0.00 $2,654.05 141 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 1 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 148 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 162 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 187 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $5,000.00 $0.00 102 Dade County Bar Association Legal Aid Society $5,000.00 $5,000.00 $0.00 $0.00 110 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 157 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 96 Dade County Bar Association Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 139 Dade County Bar Association Legal Aid Society $389.22 $0.00 $0.00 $389.22 106 Florida Justice Institute $5,000.00 $123.03 $0.00 $4,876.97 170 Florida Justice Institute $5,000.00 $0.00 $0.00 $5,000.00 133 Florida Legal Services (includes FILS staff) $5,000.00 $0.00 $0.00 $5,000.00 U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 11 2018 LRAP Forgiveness, Repay, Rescind 2 3f (2 of 6) Committee/Board Committee/Board Committee/Board Action Action Action

2018 $ Amount to 2018 Board 2018 Board 2018 Staff 2018 Committee 2018 $ Amount be Rescinded (For Recommended $ Employer Organization Approved LRAP Recommended $ Recommended $ to be Repaid declines & some in Amount to be Award Amount to be Forgiven Amount to be Forgiven repayment) Forgiven Footnote Applicant Number 150 Florida Legal Services (includes FILS staff) $5,000.00 $0.00 $0.00 $5,000.00 175 Florida Legal Services (includes FILS staff) $5,000.00 $0.00 $0.00 $5,000.00 163 Florida Legal Services (includes FILS staff) $5,000.00 $1,666.67 $0.00 $3,333.33 135 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 51 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 67 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 124 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 177 Florida Rural Legal Services $5,000.00 $2,500.00 $2,500.00 $0.00 136 Florida Rural Legal Services $5,000.00 $1,946.87 $0.00 $3,053.13 13 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 62 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 26 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 184 Florida Rural Legal Services $5,000.00 $0.00 $5,000.00 $0.00 58 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 45 Florida Rural Legal Services $5,000.00 $0.00 $0.00 $5,000.00 46 Florida Rural Legal Services $5,000.00 $0.00 $5,000.00 $0.00 80 Florida Rural Legal Services $5,000.00 $0.00 $5,000.00 $0.00 74 Gulfcoast Legal Services $5,000.00 $0.00 $0.00 $5,000.00 61 Gulfcoast Legal Services $5,000.00 $0.00 $5,000.00 $0.00 126 Gulfcoast Legal Services $5,000.00 $0.00 $0.00 $5,000.00 118 Gulfcoast Legal Services $5,000.00 $0.00 $0.00 $5,000.00 107 Gulfcoast Legal Services $5,000.00 $0.00 $0.00 $5,000.00 41 Heart of Florida Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 147 Heart of Florida Legal Aid Society $5,000.00 $0.00 $0.00 $5,000.00 72 Jacksonville Area Legal Aid $5,000.00 $0.00 $0.00 $5,000.00 134 Jacksonville Area Legal Aid $5,000.00 $2,500.00 $2,500.00 $0.00 20 Jacksonville Area Legal Aid $5,000.00 $0.00 $0.00 $5,000.00 116 Jacksonville Area Legal Aid $5,000.00 $0.00 $0.00 $5,000.00 48 Jacksonville Area Legal Aid $5,000.00 $0.00 $0.00 $5,000.00 76 Jacksonville Area Legal Aid $5,000.00 $0.00 $0.00 $5,000.00 28 Jacksonville Area Legal Aid $5,000.00 $0.00 $0.00 $5,000.00 143 Legal Aid Foundation of the Tallahassee Bar Association $5,000.00 $0.00 $0.00 $5,000.00 155 Legal Aid of Manasota $5,000.00 $0.00 $0.00 $5,000.00 129 Legal Aid of Manasota $5,000.00 $0.00 $0.00 $5,000.00 95 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 21 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 169 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 11 2018 LRAP Forgiveness, Repay, Rescind 3 3f (3 of 6) Committee/Board Committee/Board Committee/Board Action Action Action

2018 $ Amount to 2018 Board 2018 Board 2018 Staff 2018 Committee 2018 $ Amount be Rescinded (For Recommended $ Employer Organization Approved LRAP Recommended $ Recommended $ to be Repaid declines & some in Amount to be Award Amount to be Forgiven Amount to be Forgiven repayment) Forgiven Footnote Applicant Number 5 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 122 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 37 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 188 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 14 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 100 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 103 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 31 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 158 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 179 Legal Aid Service of Broward County $5,000.00 $2,500.00 $2,500.00 $0.00 101 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 75 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 171 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 159 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 131 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 98 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 115 Legal Aid Service of Broward County $5,000.00 $0.00 $0.00 $5,000.00 42 Legal Aid Service of Collier County $5,000.00 $0.00 $0.00 $5,000.00 4 Legal Aid Service of Collier County $5,000.00 $0.00 $0.00 $5,000.00 113 Legal Aid Service of Collier County $5,000.00 $2,500.00 $2,500.00 $0.00 189 Legal Aid Service of Collier County $5,000.00 $0.00 $0.00 $5,000.00 178 Legal Aid Service of Collier County $5,000.00 $0.00 $0.00 $5,000.00 24 Legal Aid Service of Collier County $5,000.00 $0.00 $5,000.00 $0.00 25 Legal Aid Service of Collier County $5,000.00 $0.00 $0.00 $5,000.00 38 Legal Aid Service of Collier County $5,000.00 $0.00 $0.00 $5,000.00 83 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 12 Legal Aid Society of Palm Beach County $5,000.00 $5,000.00 $0.00 $0.00 181 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 112 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 59 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $5,000.00 $0.00 173 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 90 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 54 Legal Aid Society of Palm Beach County $5,000.00 $2,500.00 $2,500.00 $0.00 167 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 154 Legal Aid Society of Palm Beach County $5,000.00 $2,500.00 $2,500.00 $0.00 52 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 144 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 1 U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 11 2018 LRAP Forgiveness, Repay, Rescind 4 3f (4 of 6) Committee/Board Committee/Board Committee/Board Action Action Action

2018 $ Amount to 2018 Board 2018 Board 2018 Staff 2018 Committee 2018 $ Amount be Rescinded (For Recommended $ Employer Organization Approved LRAP Recommended $ Recommended $ to be Repaid declines & some in Amount to be Award Amount to be Forgiven Amount to be Forgiven repayment) Forgiven Footnote Applicant Number 99 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 195 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 36 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 172 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 97 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 55 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 60 Legal Aid Society of Palm Beach County $5,000.00 $0.00 $0.00 $5,000.00 121 Legal Aid Society of Palm Beach County $5,000.00 $5,000.00 $0.00 $0.00 140 Legal Aid Society of Palm Beach County $5,000.00 $5,000.00 $0.00 $0.00 119 Legal Aid Society of the Orange County Bar Association $5,000.00 $0.00 $0.00 $5,000.00 68 Legal Aid Society of the Orange County Bar Association $5,000.00 $0.00 $0.00 $5,000.00 168 Legal Aid Society of the Orange County Bar Association $5,000.00 $0.00 $0.00 $5,000.00 79 Legal Aid Society of the Orange County Bar Association $5,000.00 $0.00 $0.00 $5,000.00 164 Legal Aid Society of the Orange County Bar Association $5,000.00 $0.00 $5,000.00 $0.00 92 Legal Aid Society of the Orange County Bar Association $5,000.00 $0.00 $0.00 $5,000.00 182 Legal Aid Society of the Orange County Bar Association $2,536.39 $0.00 $0.00 $2,536.39 165 Legal Aid Society of the Orange County Bar Association $5,000.00 $0.00 $0.00 $5,000.00 186 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 66 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 130 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 9 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 142 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 117 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 193 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 93 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 27 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 104 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 109 Legal Services of Greater Miami $5,000.00 $67.85 $0.00 $4,932.15 196 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 64 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 94 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 17 Legal Services of Greater Miami $5,000.00 $0.00 $0.00 $5,000.00 33 Legal Services of North Florida $5,000.00 $0.00 $0.00 $5,000.00 87 Legal Services of North Florida $5,000.00 $2,500.00 $2,500.00 $0.00 194 Legal Services of North Florida $5,000.00 $0.00 $0.00 $5,000.00 39 Legal Services of North Florida $5,000.00 $0.00 $0.00 $5,000.00 53 Legal Services of North Florida $5,000.00 $0.00 $0.00 $5,000.00 U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 11 2018 LRAP Forgiveness, Repay, Rescind 5 3f (5 of 6) Committee/Board Committee/Board Committee/Board Action Action Action

$967,925.61 Footnotes 1 Forgiveness is conditioned on receipt of required documentation

By submission of the above recommendations to the Grants Committee, staff affirms that the above recommendations meet the guidelines of the above grant program description

Grants Program Director Approval ______Date______

Executive Director Approval ______Date______

U:\wp\grants\Grants Committee (AOJ-LAP-LSA Combined)\Agendas\FY 2018-19\March Mtg\Agenda Item 11 2018 LRAP Forgiveness, Repay, Rescind 6 3f (6 of 6) AGENDA ITEM 12(b) Formatted: Font: Not Bold

Loan Repayment Assistance Program PROGRAM DESCRIPTION PROPOSED March 2019 Formatted: Justified Purpose: To strengthen and expand legal assistance for the poor by supporting the recruitment and retention of the most qualified civil legal aid staff attorneys (staff attorneys) who are employed by legal assistance organizations that receive grant funding from the Florida Bar Foundation for the provision of civil legal aid. Staff attorneys participating in the Loan Repayment Assistance Program (LRAP) are expected tomust use the funds to pay down and reduce their student loan debt.

Definition: Staff AttorneyEligible Participant is defined as an attorney:

I. A lawyer employed by a Florida Bar Foundation funded civil legal aid organization on Formatted: List Paragraph, Justified, Indent: Left: 0.5", at least a 50% full-time basis; and is an attorney on staff who provides direct legal Numbered + Level: 1 + Numbering Style: I, II, III, … + services to clients on behalf of the organization. Start at: 1 + Alignment: Right + Aligned at: 0.44" + II. A lawyer on staff who spends more than half of their time providing direct legal Indent at: 0.69" services to clients on behalf of the organization.

1. Eligibility Standards. Applicants and participants must meet the following eligibility: Formatted: List Paragraph, Justified, Indent: Left: 0.25" a. Applications and supporting materials must be timely submitted during the once Formatted: Justified, Indent: Left: 0.5", Numbered + annual LRAP application period. Level: 1 + Numbering Style: a, b, c, … + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" b. Admission to The Florida Bar by the end of the first year after having been selected Formatted: List Paragraph, Justified, Indent: Left: 0.75", as a participant and thereafter a member in good standing of The Florida Bar is First line: 0" required. Formatted: Justified, Indent: Left: 0.5", Numbered + Level: 1 + Numbering Style: a, b, c, … + Start at: 1 + c. Be in full compliance with LRAP Eligibility Standards during the entire loan period, if a Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" current LRAP participant. Formatted: List Paragraph, Justified, Indent: Left: 0.75", First line: 0" LRAP must be paid toward student loans associated with obtaining a law degree. Student loans associated with undergraduate, law school, and LLM programs are considered eligible debt for the Foundation’s LRAP. Included in this definition: d. Managing

e. Eligible Participant(s) may include staff attorneys, managing attorneys, supervising attorneys, litigation/advocacy directors, and intake directors are eligible to participate in LRAP asso long as they have a caseload and, provide direct legal services to clients on behalf of their civil legal aid organization. These legal aid staff members, and

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3g (1 of 9) AGENDA ITEM 12(b) Formatted: Font: Not Bold otherwise satisfy the definition of an Eligible Participant.

2. Ineligible Applicants. The following individuals are not eligible to participate in LRAP: Formatted: Font: Not Italic

a. Executive Directors and Interim Executive Directors are not eligible to participate in Formatted: Font: Not Italic the Foundation’s LRAP. Formatted: List Paragraph, Justified, Numbered + Level: 1 + Numbering Style: a, b, c, … + Start at: 1 + b. Excluded from this definition: Executive Directors and staff members Staff members Alignment: Left + Aligned at: 0.55" + Indent at: 0.85" who are attorneys by training but who otherwise primarily perform administrative or Formatted: List Paragraph, Justified, Indent: Left: 0.75" other services primarily to benefitfor the organization. are not eligible to participate in LRAP.

For example, the following staff members are not eligible to participate in LRAP: Formatted: List Paragraph, Justified, Indent: Left: 1.19" technology, finance, human resources, and other staff who provide services primarily to the employing organization rather than providing more than 50% of their time on direct civil legal services to clients. These legal aid staff members are not eligible to participate in the Foundation’s LRAP. Formatted: List Paragraph, Justified, Indent: Left: 0.75" c. Also excluded from this definition: Staff attorneys, teaching assistants, fellows, and other legal staff employed by law school clinical and other programs that receive Foundation funding. These staff members are not eligible to participate in the Formatted: Font: Bold Foundation’s LRAP. Further, attorneys

d. Attorneys employed by public service or government agencies such as, but not limited Formatted: List Paragraph, Justified, Indent: Left: 0.45", to: Public Defender, State Attorney, Guardian ad Litem, Department of Children and Numbered + Level: 1 + Numbering Style: a, b, c, … + Families, and local government are not eligible to participate in the Foundation’s Start at: 1 + Alignment: Left + Aligned at: 0.55" + LRAP. Indent at: 0.85" Formatted: Font: Italic Formatted: Font: Bold, Italic 1. Term of Assistance. The program will provide benefits to staff attorneys during the Formatted: Font color: Auto duration of their employment at a civil legal aid organization that currently receives grant funding from the Florida Bar Foundation (a qualified legal aid organization). Once admitted Formatted: List Paragraph, Justified, Indent: Left: 0.75" as a participant, a civil legal aid staff attorney may remain a participant in the program during their career subject to employer certified and continued eligible employment, bar admission, and re-application. Continued benefits and the amount and terms of such benefits are subject to the Formatted: Font: Not Bold, Not Italic Foundation’s availability and allocation of annual funding for this program. In the event that funding is not available, the LRAP program may be suspended or discontinued.

e. Contract attorneys, or attorneys who are employed for a specific duration or for a specific project or purpose and who are not considered to be staff attorneys that receive all of the qualified legal aid organization’s benefits, are not eligible to participate in LRAP.

2.3. Benefit Award Amount. and Debt Eligibility. Each participant will receive a standardized Formatted: Justified, Indent: Left: 0", Numbered + maximum annual LRAP benefit amount of $5,000 per calendar year that they apply for LRAP Level: 1 + Numbering Style: 1, 2, 3, … + Start at: 3 + and are employed on at least a 50% full-time basis at a qualified civil legal aid organization, Alignment: Left + Aligned at: 0.55" + Indent at: 0.8" subject to the Foundation’s availability of annual funding for the LRAP program. Participants who receive LRAP benefits in excess of their required minimum annual student loan 2 | P a g e

3g (2 of 9) AGENDA ITEM 12(b) Formatted: Font: Not Bold payments shallmust pay the excess LRAP funds to their student loan lender(s) for the specific purpose of reducing their student loan debt. In the event an applicant’seligible participant’s principal balance is equal to or less than the maximum annual benefit amount, an applicantthe participant will only qualify for a loan in the amount of the principal balance. TheAny benefit amount may be reduced by the Foundation, at its discretion, if funding is not available to maintain benefits at the $5,000 standardized level. for all eligible participants. Formatted: Underline 3. Nature of Benefits. Formatted: List Paragraph, Justified, Indent: Left: 0.25" a.4. Term. Benefits will be in the form of one-year loans (loan period) that run from January Formatted: Justified, Indent: Left: 0", Numbered + 1 to December 31. Loans willApplications for loan forgiveness are accepted annually and Level: 1 + Numbering Style: 1, 2, 3, … + Start at: 3 + loans may be forgiven annually at the end of each calendar year provided the staff Alignment: Left + Aligned at: 0.55" + Indent at: 0.8" attorneyparticipant remains employed on a full time or at least part time (50% or greater FTE) basis for the full loan year by a qualified civil legal aid organization and is otherwise in compliance with the LRAP requirements.Eligibility Standards. Benefits are designed to be non-taxable under federal tax law. Loans shallwill be for one year with loan proceeds disbursed semi- annually. The loan shall be evidenced by a promissory note in a form required by the Foundation executed by the borrower (participant) and shall bear interest at a rate of 3%. Formatted: Justified, Indent: Left: 0.5" Continued benefits and the amount and terms of such benefits are subject to the Formatted: Font: Not Bold, Not Italic Foundation’s availability and allocation of annual funding for this program. In the event that funding is not available, LRAP may be suspended or discontinued.

5. Default. LRAP payments you receive are a loan, that unless forgiven, must be paid back to the Foundation under the terms of the promissory note and this program description. The following events constitute a default:

b.a. If an LRAP participant/staff attorney voluntarily resigns (quits) or is terminated for Formatted: Justified, Indent: Left: 0.5", Numbered + cause during the term of the LRAP loan period, all LRAP benefits received during the Level: 2 + Numbering Style: a, b, c, … + Start at: 1 + course of the LRAP loan period shall be repayable to the Foundation according to the Alignment: Left + Aligned at: 0.75" + Indent at: 1" terms of the promissory note. Formatted: Justified, Indent: Left: 0.75" c.b. Any LRAP participating staff attorneyparticipant laid off or terminated involuntarily Formatted: Justified, Indent: Left: 0.5", Numbered + and without cause due to a decline in grantee revenue or funding shortages, shallwill Level: 2 + Numbering Style: a, b, c, … + Start at: 1 + be eligible for loan forgiveness on a pro rata basis, based upon the actual number of Alignment: Left + Aligned at: 0.75" + Indent at: 1" months the staff attorneyparticipant was employed.

i. For example, a staff attorney participating in LRAP who is laid off or Formatted: List Paragraph, Justified, Numbered + terminated involuntarily and without cause during the 9th month of their 12 - Level: 3 + Numbering Style: i, ii, iii, … + Start at: 1 + month loan period due to a decline in grantee revenue or funding shortages Alignment: Right + Aligned at: 1.38" + Indent at: 1.5" would be eligible for forgiveness of his/her LRAP loan to the extent of 75% of the amount of LRAP loan for that year. S/he would be required to repay the Foundation the remaining 25% of the LRAP benefits received in accordance with the terms of his/her promissory note. Formatted: List Paragraph, Justified, Indent: Left: 1.5", 4. Eligibility Standards. Applicants and participants must meet the following eligibility First line: 0" standards:

a. Be employed on a full-time basis or at least 50% FTE part time basis by a civil 3 | P a g e

3g (3 of 9) AGENDA ITEM 12(b) Formatted: Font: Not Bold legal aid organization currently receiving a grant from the Foundation;

b. Contract attorneys, or attorneys who are employed for a specific duration or for a specific project or purpose and who are not considered to be staff attorneys that receive all of the qualified legal aid organization’s benefits, are not eligible to participate in the Foundation’s LRAP; Formatted: List Paragraph, Justified, Indent: Left: 0.25" c.a. Applications and supporting materials must be timely submitted during the once Formatted: Justified, Indent: Left: 0.5", Numbered + annual LRAP application period. Level: 1 + Numbering Style: a, b, c, … + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" d.a. Admission to The Florida Bar by the end of the first year after having been selected Formatted: List Paragraph, Justified, Indent: Left: 0.75", as a participant and thereafter a member in good standing of The Florida Bar; and First line: 0" Formatted: Justified, Indent: Left: 0.5", Numbered + e. Be in full compliance with LRAP requirements, if a current LRAP participant. Level: 1 + Numbering Style: a, b, c, … + Start at: 1 + Alignment: Left + Aligned at: 0.25" + Indent at: 0.5" The program will cover a participant’s student loans associated with 5. Debt Eligibility. Formatted: List Paragraph, Justified, Indent: Left: 0.75", obtaining their law degree. Student loans associated with undergraduate, law school, and First line: 0" LLM programs are considered eligible debt for the Foundation’s LRAP. c. Change in Circumstances: Participants must immediately notify the Foundation of any change in circumstances that may affect their ability to pay the required benefit amount toward their eligible student loans or that would otherwise cause them to no longer qualify as eligible under the Eligibility Standards. Failure to do so may result in default of their loan. Formatted: Justified, Indent: Left: 1", First line: 0" 6. Application Process and Selection of Participants. All staff attorneys eligible participants with Formatted: Justified, Indent: Left: 0", Numbered + student loans who are employed at a qualified civil legal aid organization and who meet the Level: 1 + Numbering Style: 1, 2, 3, … + Start at: 3 + standards of paragraphs 4 and 5Eligibility Standards above are eligible to apply. New Alignment: Left + Aligned at: 0.55" + Indent at: 0.8" applicants and current participants must follow the application process as follows: Formatted: Justified a. On-line applications will be available one time per year. Application information Formatted: Justified, Indent: Hanging: 0.5", Numbered will be distributed to current participants and grantee organizations for distribution + Level: 2 + Numbering Style: a, b, c, … + Start at: 1 + to staff attorneys prior to the application period. Applications will typically be made Alignment: Left + Aligned at: 0.75" + Indent at: 1" available three months prior to the upcoming year’s LRAP period; Formatted: Justified, Indent: First line: 0" b. Applications will be accepted on a first-come, first-served basis. Priority will be given to current LRAP participants; Formatted: Justified, Indent: Hanging: 0.5", Numbered + Level: 2 + Numbering Style: a, b, c, … + Start at: 1 + b.c. Applications and supporting materials will only be accepted one time per year. Due Alignment: Left + Aligned at: 0.75" + Indent at: 1" to funding limitations, LRAP applications will not be accepted at any other times during the year to accommodate new hires at qualified civil legal aid organizations; Formatted: Justified Formatted: Justified, Indent: Hanging: 0.5", Numbered c.d. The Foundation shallreserves the right to make all final LRAP participant selection + Level: 2 + Numbering Style: a, b, c, … + Start at: 1 + and funding decisions. Alignment: Left + Aligned at: 0.75" + Indent at: 1" Formatted: List Paragraph Formatted: Justified, Indent: Left: 0.25", No bullets or numbering 7. Timing of Selection, and Loan Disbursements, and Forgiveness. . Formatted: Justified, Indent: Hanging: 0.5", Numbered 7. + Level: 2 + Numbering Style: a, b, c, … + Start at: 1 + a. Timing of LRAP Participant Selection: Selection of eligible participants will typically Alignment: Left + Aligned at: 0.75" + Indent at: 1" 4 | P a g e

3g (4 of 9) AGENDA ITEM 12(b) Formatted: Font: Not Bold be in December of each year for the upcoming calendar year’s LRAP. However, the Foundation reserves the right to change both the selection and loan period for administrative purposes. Formatted: Justified b. Loan Disbursements: Loan disbursements will be made semi-annually. Loan Formatted: Justified, Indent: Hanging: 0.5", Numbered disbursements are subject to and conditional upon participant’s continuing eligible + Level: 2 + Numbering Style: a, b, c, … + Start at: 1 + employment and certification that the participant is using the loan proceeds in Alignment: Left + Aligned at: 0.75" + Indent at: 1" accordance with the terms of this program Formatted: Justified, Indent: Left: 0.5" c.8. Loan Forgiveness:. Participants will be eligible for LRAP loan forgiveness (meaning they Formatted: Underline will not have to repay their LRAP loan to the Foundation) after they have been inat the Formatted: Justified, Indent: Left: 0", Numbered + program for a 12-month period (end of the loan period).. In order to obtain loan forgiveness, Level: 1 + Numbering Style: 1, 2, 3, … + Start at: 3 + participants shallmust provide certification of eligible employment and proof of lender Alignment: Left + Aligned at: 0.55" + Indent at: 0.8" payment history showing that they have spent the entirety of their LRAP funds on student loans as detailed in their LRAP application and in accordance with the purpose of the program. The LRAP forgiveness process (the request for forgiveness process) is typically initiated in the month following completion of a full 12-monththe loan period as an LRAP participant.. LRAP loans are forgiven at the next Foundation Board of Directors meeting that immediately follows the processing of the participants’ requests for forgiveness. Formatted: List Paragraph, Justified, Indent: Left: 0.25" a. Resourcing Proof of Lender Payment History must include documentation in PDF format showing:

i. the Program. To reduce participant’s name; Formatted: No underline ii. the financial burden to eligible civil legal aid organizations with staff attorneys participating in student loan lender’s name; and iii. payments of at least the Foundation’s LRAP,benefit award amount during Formatted: Font: Bold the loan period.

The Foundation will fundnot accept IRS tax form 1098 as proof of lender payment history. The entire amount of the LRAP program in its entirety. Benefits are subject toloan must be paid during the Foundation’s availability and allocation of fundingterm of the loan. Late payments will not be accepted.

For example, if a participant receives an LRAP loan for the program. In the event2019 year, but realizes on January 1, 2020, that funding is not available, benefits may be reduced, orthey did not pay the program may be suspended or discontinued.full LRAP loan amount towards their student loans in the 2019 calendar year, the participant is in default of the 2019 LRAP Program and must return the full amount of the LRAP loan to the Foundation. 8. Formatted: Normal, Justified, No bullets or numbering Formatted: Justified

5 | P a g e

3g (5 of 9) AGENDA ITEM 12(c)

Loan Repayment Assistance Program PROGRAM DESCRIPTION PROPOSED March 2019

Purpose: To strengthen and expand legal assistance for the poor by supporting the recruitment and retention of the most qualified civil legal aid staff attorneys (staff attorneys) who are employed by legal assistance organizations that receive grant funding from the Florida Bar Foundation for the provision of civil legal aid. Staff attorneys participating in the Loan Repayment Assistance Program (LRAP) must use the funds to pay down and reduce their student loan debt.

Definition: Eligible Participant is defined as:

I. A lawyer employed by a Florida Bar Foundation funded civil legal aid organization on at least a 50% full-time basis; and II. A lawyer on staff who spends more than half of their time providing direct legal services to clients on behalf of the organization.

1. Eligibility Standards. Applicants and participants must meet the following eligibility:

a. Applications and supporting materials must be timely submitted during the once annual LRAP application period.

b. Admission to The Florida Bar by the end of the first year after having been selected as a participant and thereafter a member in good standing of The Florida Bar is required.

c. Be in full compliance with LRAP Eligibility Standards during the entire loan period, if a current LRAP participant.

d. LRAP must be paid toward student loans associated with obtaining a law degree. Student loans associated with undergraduate, law school, and LLM programs are considered eligible debt for the Foundation’s LRAP.

e. Eligible Participant(s) may include staff attorneys, managing attorneys, supervising attorneys, litigation/advocacy directors, and intake directors so long as they have a caseload, provide direct legal services to clients on behalf of their civil legal aid organization, and otherwise satisfy the definition of an Eligible Participant.

2. Ineligible Applicants. The following individuals are not eligible to participate in LRAP:

a. Executive Directors and Interim Executive Directors are not eligible to participate in

1 | P a g e

3g (6 of 9) AGENDA ITEM 12(c)

LRAP.

b. Staff members who are attorneys by training but who otherwise primarily perform administrative or other services for the organization are not eligible to participate in LRAP.

For example, the following staff members are not eligible to participate in LRAP: technology, finance, human resources, and other staff who provide services primarily to the employing organization rather than providing more than 50% of their time on direct civil legal services to clients.

c. Staff attorneys, teaching assistants, fellows, and other legal staff employed by law school clinical and other programs that receive Foundation funding are not eligible to participate in LRAP.

d. Attorneys employed by public service or government agencies such as, but not limited to: Public Defender, State Attorney, Guardian ad Litem, Department of Children and Families, and local government are not eligible to participate in LRAP.

3. Benefit Award Amount and Debt Eligibility. Each participant will receive a standardized maximum annual LRAP benefit amount of $5,000 per calendar year that they apply for LRAP and are employed on at least a 50% full-time basis at a qualified civil legal aid organization, subject to the Foundation’s availability of annual funding for the LRAP program. Participants who receive LRAP benefits in excess of their required minimum annual student loan payments must pay the excess LRAP funds to their student loan lender(s) for the specific purpose of reducing their student loan debt. In the event an eligible participant’s principal balance is equal to or less than the maximum annual benefit amount, the participant will only qualify for a loan in the amount of the principal balance. Any benefit amount may be reduced by the Foundation, at its discretion, if funding is not available to maintain benefits at the $5,000 standardized level for all eligible participants.

4. Term. Benefits will be in the form of one-year loans (loan period) that run from January 1 to December 31. Applications for loan forgiveness are accepted annually and loans may be forgiven at the end of each calendar year provided the participant remains employed on a full time or at least part time (50% or greater FTE) basis for the full loan year by a qualified civil legal aid organization and is otherwise in compliance with the LRAP Eligibility Standards. Benefits are designed to be non-taxable under federal tax law. Loans will be for one year with loan proceeds disbursed semi- annually. The loan shall be evidenced by a promissory note in a form required by the Foundation executed by the borrower (participant) and shall bear interest at a rate of 3%.

Continued benefits and the amount and terms of such benefits are subject to the Foundation’s availability and allocation of annual funding for this program. In the event that funding is not available, LRAP may be suspended or discontinued. 2 | P a g e

3g (7 of 9) AGENDA ITEM 12(c)

a. If an LRAP participant voluntarily resigns (quits) or is terminated for cause during the term of the LRAP loan period, all LRAP benefits received during the course of the LRAP loan period shall be repayable to the Foundation according to the terms of the promissory note.

b. Any LRAP participant laid off or terminated involuntarily and without cause due to a decline in grantee revenue or funding shortages, will be eligible for loan forgiveness on a pro rata basis, based upon the actual number of months the participant was employed.

i. For example, a staff attorney participating in LRAP who is laid off or terminated involuntarily and without cause during the 9th month of their 12- month loan period due to a decline in grantee revenue or funding shortages would be eligible for forgiveness of his/her LRAP loan to the extent of 75% of the amount of LRAP loan for that year. S/he would be required to repay the Foundation the remaining 25% of the LRAP benefits received in accordance with the terms of his/her promissory note.

c. Change in Circumstances: Participants must immediately notify the Foundation of any change in circumstances that may affect their ability to pay the required benefit amount toward their eligible student loans or that would otherwise cause them to no longer qualify as eligible under the Eligibility Standards. Failure to do so may result in default of their loan.

6. Application Process and Selection of Participants. All eligible participants with student loans who are employed at a qualified civil legal aid organization and who meet the Eligibility Standards above are eligible to apply. New applicants and current participants must follow the application process as follows:

a. On-line applications will be available one time per year. Application information will be distributed to current participants and grantee organizations for distribution to staff attorneys prior to the application period. Applications will typically be made available three months prior to the upcoming year’s LRAP period;

b. Applications will be accepted on a first-come, first-served basis. Priority will be given to current LRAP participants;

c. Applications and supporting materials will only be accepted one time per year. Due to funding limitations, LRAP applications will not be accepted at any other times during the year to accommodate new hires at qualified civil legal aid organizations;

d. The Foundation reserves the right to make all final LRAP participant selection and funding decisions.

3 | P a g e

3g (8 of 9) AGENDA ITEM 12(c)

7. Timing of Selection and Loan Disbursements.

a. Timing of LRAP Participant Selection: Selection of eligible participants will typically be in December of each year for the upcoming calendar year’s LRAP. However, the Foundation reserves the right to change both the selection and loan period for administrative purposes.

b. Loan Disbursements: Loan disbursements will be made semi-annually. Loan disbursements are subject to and conditional upon participant’s continuing eligible employment and certification that the participant is using the loan proceeds in accordance with the terms of this program

8. Loan Forgiveness. Participants will be eligible for LRAP loan forgiveness (meaning they will not have to repay their LRAP loan to the Foundation) at the end of the loan period. In order to obtain loan forgiveness, participants must provide certification of eligible employment and proof of lender payment history showing that they have spent the entirety of their LRAP funds on student loans as detailed in their LRAP application and in accordance with the purpose of the program. The LRAP forgiveness process (the request for forgiveness) is typically initiated in the month following the loan period. LRAP loans are forgiven at the Foundation Board of Directors meeting that immediately follows the processing of the participants’ requests for forgiveness.

a. Proof of Lender Payment History must include documentation in PDF format showing:

i. the participant’s name; ii. the student loan lender’s name; and iii. payments of at least the benefit award amount during the loan period.

The Foundation will not accept IRS tax form 1098 as proof of lender payment history. The entire amount of the LRAP loan must be paid during the term of the loan. Late payments will not be accepted.

For example, if a participant receives an LRAP loan for the 2019 year, but realizes on January 1, 2020, that they did not pay the full LRAP loan amount towards their student loans in the 2019 calendar year, the participant is in default of the 2019 LRAP Program and must return the full amount of the LRAP loan to the Foundation.

4 | P a g e

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3h (6 of 6) Agenda 15a

2019-21 Equal Justice Works Fellows

For nearly 2 decades, the Foundation has been a funding sponsor of Equal Justice Works fellowships. Through this prestigious national fellowship program:

“Equal Justice Works mobilizes the next generation of lawyers committed to equal justice by breaking down barriers that prevent talented attorneys from pursuing public interest careers … Equal Justice Works provides a blueprint for new lawyers to turn their passions into public interest careers that are truly their own. With the support of their host organizations, sponsors, and Equal Justice Works, Fellows pursue projects of their own design, and create lasting change for their communities over the two-year Fellowship.”

Staff from The Foundation, Equal Justice Works and Greenberg-Traurig interviewed 4 applicants on November 27th and agreed on a top candidate. The Foundation’s Grants and Pro Bono staff interviewed 6 applicants for 3 of the 2019-21 Florida EJW fellowship positions on December 11, 2018 at The Foundation’s office. After careful review of all applicants, The Foundation has selected three EJW fellows, in addition to the GT co-sponsored fellow.

______Fellow Name: Viviana Bonilla Lopez Education: New York University School of Law Graduate Placement: Disability Rights Florida Project Focus: Disability Rights

Project Description: SDM (Supported Decision-Making) is an alternative to guardianship which allows individuals with disabilities to make choices about their own lives with support from a team of people. The Fellow will educate the community, lawyers, and judges in the circuit so that SDM becomes a standard option for loved ones, clients, and respondents in guardianship cases. Support groups that are building power for the disability community in Miami-Dade County. A primary project goal is to push Florida toward passing legislation that requires SDM to be considered before guardianship is granted. Create a model for expansion of SDM that can be implemented statewide.

Anticipated Project Outcome: Protect and restore the civil rights of people with disabilities in Miami-Dade County by expanding Supported Decision-Making as an alternative to guardianship in the 11th Judicial Circuit of Florida.

1 | P a g e

3j (1 of 3) Agenda 15a

______Fellow Name: Victoria Sexton Education: Georgetown University Law Center Placement: Coast to Coast Legal Aid of South Florida (CCLA) Subject: Trafficking

Project Description: The main goal of this project is to provide direct client representation to survivors of human trafficking. This includes meeting with survivors, assesses their legal needs, and representing them in court. The Fellow will assist survivors with the following legal needs: 1. obtaining civil injunctions which provide legal protection and act as enforceable civil no contact orders; 2. divorce proceedings to help legally separate them from their traffickers or others they were forced into marrying; 3. expunging their records and begin their new lives without the barriers of a criminal record; and 4. custodial cases to establish legal and physical rights. This project is also designed to provide community members with information about trafficking, contain a “know your rights” component, and describe the resources within the community for survivors. It will engage in legal community outreach to establish a group of committed lawyers to engage in pro bono work and provide trainings for lawyers who are interested in helping survivors with civil legal matters or expungements. The Fellow will organize legal pop up clinics for attorneys to provide services for survivors, and work with the grant specialists at CCLA to apply for grants to keep the project running past the initial two-year funding.

Anticipated Project Outcome: Advocate for human trafficking survivors in Broward County, Florida by providing them with holistic direct civil legal services.

______Fellow Name: Jon Glover Education: Stetson University College of Law Placement: Stetson University College of Law Veterans Law Institute Subject: Veterans

Project Description: This project will build coalitions with local, state, and veteran support organizations to more effectively and efficiently support the veteran population in the community. Develop a referral networking system to enable veteran resource referrals among the coalition to aid and assist veterans in obtaining benefits and services.

Anticipated Project Outcome: Create, coordinate, and manage a veteran’s outreach program in the Tampa Bay Area in order to assist and educate veterans and their dependents on the process and requirements for removing barriers to benefits by providing pro bono legal aid services to remove those barriers enabling them to receive the benefits that were earned and deserved.

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3j (2 of 3) Agenda 15a

______Fellow Name: Jackie Ebert (Racial Justice Fellow) Education: Harvard Law School Placement: Legal Services of Greater Miami (LSGMI) Subject: Housing/Homelessness

Racial Justice Fellow: This is a special designation for projects that focus on historically disenfranchised populations that experience difficulty in accessing the justice system due to linguistic or cultural barriers.

Project Description: Client focus is on those residing in Lotus House, a homeless shelter for women and children location in Overtown, a city that is over 70% black. This project will help clients resolve significant legal barriers so that they can obtain permanent housing, essential for self-sufficiency. The Fellow will work to strengthen the capacity of providers to help clients by giving them the skills to help future clients either avoid or mitigate legal problems before they require the assistance of an attorney. The Fellow will additionally work to create a replicable service delivery model that holistically meets clients’ needs by integrating intensive legal services and technical support to increase service providers’ capacity to help clients attain permanent housing and self-sufficiency. LSGMI’s case management software data will be used to establish project effectiveness and support requests for continuation of funding from potential funders and potential expansion to other homeless shelters.

Anticipated Project Outcome: Provide legal representation to chronically homeless women and children in historic Overtown in order to improve outcomes for disenfranchised families and remove legal barriers to housing stability, self-sufficiency and self-determination.

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3j (3 of 3) 4. Report of the Nominating Committee

THE FLORIDA BAR FOUNDATION

NOMINEES FOR SELECTED DIRECTOR SEATS

PRESENTED FOR ELECTION BY THE BOARD OF DIRECTORS

March 6, 2019

The Nominating Committee of the Foundation met by telephone conference call on February 12, 2019 for the purpose of considering nominees for two “Foundation” seats to be filled for three- year terms beginning July 1, 2019.

Pursuant to the Articles of Incorporation and ByLaws of The Florida Bar Foundation, the nominating committee of the Foundation presents the following slate of director nominees for ratification:

Seat No. Name City Term

FDN 7 Retired Justice Peggy A. Quince Tallahassee Three Years FDN 10 Retired Judge Hugh Carithers Jacksonville Three Years

Respectfully submitted,

Juliette E. Lippman, Chair Hala A. Sandridge, Vice-Chair Gregory W. Coleman Michael J. Higer Kathleen S. McLeroy Thomas R. Oldt David C. Prather

R:\governance\board\nominate\slates\slate of director nominees for 2019-20.doc

4a (1 of 60) APPLICATION FOR SELECTION AS A DIRECTOR OF THE FLORIDA BAR FOUNDATION

lnstructions: Please print or type. Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE)

At Large Positions (lawyer* or nonlawyer):

The Florida Bar Foundation Board of Directors The Florida Supreme Court

NOTE: Seats to be filled by The Board of Governors of The Florida Bar require completion of The Florida Bar's "Application for Appointment" which can be obtained by calling The Florida Bar at 1-850-561-5600.

Public Member Positions:

Joint Bar/Foundation Nominating Committee

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Name Hugh A. Carithers

I am not a lawyer Profession

I am a lawyer t/ Date admitted to The Florida Bar: Oct, 1974

Attorney X. 179394

Employer, firm, or agency . Circuit Court, 4th Judicial Circuit

How long? 26 years

Office address: 501 W. Adams Street, Ste. 7062

phone: 904-255-2146 Fax

City: Jacksonville State: FL Zip: 32202

E-mail address: [email protected]

lf employed less than five years, list previous employer:

4a (2 of 60) place of birth: Jacksonville, FL Date of birth: 1111311947

Sporr" Katherine Carithers

Leng th of residence in Florida: 71 years

Education (colleges attended, dates of graduation, degree(s)

Washinoton & Lee Universitv. June-1969 BA

University Of Florida, June-1974, Juris Doctor

I serve/previously served on the Bar Foundation board of directors (include dates of service and position(s) held):

Designated Director, 1991-93, as President of the Board of Florida Legal Services, lnc.

I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held)

*Please see attachment

Have you previously requested nomination to the Bar Foundation board of directors? (include dates if known) Yes, Dec.2017

I serve/previously served on the board/committee(s) of the following organization(s) related to legal aid to the poor, pro bono (please describe briefly your pro bono activities), financial assistance to law students, and/or improvements in the administration of justice (include dates of service and position(s) held -- continue on separate sheet if necessary):

"Please see attachment

I am a member of the following state/voluntary bar associations

Jacksonville Bar Association

I practice predominantly in the following fields (if trial, specify plaintiff, prosecution or defense): I currently sit in the Family Division of my Corrrt, and am its Admistrative .lrrdge I have served in

4a (3 of 60) all circuit divivsions

lam presently: _a sole practitioner_ ina2-10 lawyer office_ in a 11-35 lawyer office in a 35+ lawyer office or X other (please describe)

Circuit Judge, retiring Decemeber 31 , 2018

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualifications:

William Van Nortwick, Esq., 50 N. Laura Street #3100, Jax, FL. 32202; Phn: 904-798-3700

George "Buddy" Schulz, Esq., 50 N. Laura Street #3900, Jax, FL. 32202', Phn: 904-798-5462

Randall Berg, Esq., 100 S. E. 2nd Street #3750, Miami, FL. 33131; Phn: 305-358-2081

Please attach a statement of why you want this nomination; your qualifications; what you feel you can contribute, including any particular potential you believe your selection would bring to the board of directors of the Bar Foundation; and any additiona! information which you fee! may be of interest.

Date I Signature

WAIVER OF CONFID LITY (tt/ust be signed in order to process application) The undersigned hereby consents to a waiver of confidentiality, thereby permitting investigation of my grievance record with The Florida Bar and other investigation deemed necessary to determine my qualifications for nomination.

Date: ttr Signature:

PLEASE SUBMIT COMPLETED APPLICATION INCLUDING A BIOGRAPHICAL SKETCH AND PHOTOGRAPH TO: THE FLORIDA BAR FOUNDATION,STS CONCOURSE PARKWAY SOUTH, SUITE 195, MAITLAND, FLORIDA 32751, Phone: (4071960-7000 OR (800) 541 -2195, Fax: (4071 960-3765, E-mai I : j mccabe@flabarfnd n.org

DEADLINE FOR RECEIPT OF APPLICATION lS Februarv 1. 2019

governance/board/nominate/general/board application-org.doc

4a (4 of 60) Committees and Organizations

I served on the Board of Directors of Florida Legal Services, Inc. from approximately 1987-93. I was its President from l99l-93.In that capacity I also served as a designated director of the Florida Bar Foundation in 1991-93. I am a fellow of that Foundation, and also an elected fellow of the American Bar Foundation. I served on the Board of Directors of Jacksonville Area Legal Aid from 1980-85, and was its President in 1985. I also have served as a member of the 4th Judicial Circuit Pro Bono Committee from its inception and as the Committee chair for approximately the last 5 years.

Throughout my career I have devoted myself to furthering efforts to bringing legal services to those who cannot afford them. While practicing law, I always had at least one ongoing pro bono case. I have also done substantial kinds of other pro bono work, such as teaching at pro bono clinics, doing client intake, participating in fund raising activities, and public speaking. I further worked to improve the administration of justice by serving on the Florida Bar Civil Rules and Family Rules Committees.

Statement of Nomination

As I enter retirement following 26 years of service on the bench, I find myself full of energy, and a desire to help insure that the phrase "Equal Justice Under Law" is not a hollow one. In that regard, much work remains to be done. For instance, Florida should not be the only remaining state which does not fund legal services for the poor. I believe I can bring a substantial amount of experience and perspective to the Directors of the Florida Bar Foundation. My prior experiences in helping to further pro bono services stand as my qualifications.

4a (5 of 60) I

: i

I Hugh A. Carithers I Circuit Judge

Judge Hugh Carithers is a native of Jacksonville, where he grew up. He received his undergraduate degree from Washington and Lee University in 1969. After serving on active duty with the U.S. Navy, including Vietnam service, he received his law degree from the University of Florida in 1974.

Judge Carithers practiced law in Jacksonville for tB Vz years, and was a member of the first racially integrated law firm in Florida. He was appointed to the Bench in January, 1993. While practicing law, he serued as President of the Board of Directors of Florida Legal Services and Jacksonville Area Legal Aid. He was a Director of the Florida Bar Foundation, of which he is a Fellow. He is also a graduate of Leadership Jacksonville. He has since serued in all divisions of the Circuit Court, and as Administrative Judge of the Family Law Division. He also sat as an Associate Judge on the First District Court of Appeals.

Judge Carithers has twice served on the Executive Committee of the Conference of Circuit Court Judges, and as Chair of its Civil Section. He is a past member of the Florida Court Education Council and the faculty of the College of Advanced Judicial Studies. He also served on the Florida Civil and Family Law Rules Committees. In 20L0, he was named Jurist of the Year for Northeast Florida by the American Board of Trial Advocates. In 2004, he received the City pf Jacksonville's Mary Singleton Award for his contributions toward justice, peace, and social harmony. He also was granted the Jacksonville Bar Associatlon's Libefi Bell Award, in 2076, for his contributions to our system of justice.

Judge Carithers is an elected fellow of the American Bar Foundation, and serves as Chair of the Fourth Judicial Circuit Pro Bono Committee.

4a (6 of 60) THE FLORIDA BAR FOUNDATION – BOARD OF DIRECTORS APPLICANTS FOUNDATION SEAT APPLICANTS

Two seats to fill for a three-year term beginning July 1, 2019 and ending June 30, 2022

Applicant Employer City Committee Action Lawrence Anzalone Burnetti P.A. Tampa Judge Hugh A. Carithers Circuit Court, 4th Judicial Circuit Jacksonville Sean Estes James Hoyer, P.A. Tampa Jennifer Hamey Jennifer L. Hamey, P.A. Ellenton Albert Maggio CRGO Law Boca Raton April Martindale Martindale Law Coral Springs Kevin P. McCoy Carlton Fields Tampa Retired Justice Peggy Quince Retired, Florida Supreme Court Tampa Steven Salzer PSCU Tampa

SUPREME COURT SEAT APPLICANTS (For Informational Purposes Only Two seats to fill by The Florida Supreme Court of Florida for a three-year term beginning July 1, 2019 and ending June 30, 2022

Applicant Employer City Comments Roberto Pardo Pardo Law Miami Seeking reappointment Gregory W. Coleman Critton Luttier Coleman West Palm Beach Seeking reappointment

BAR SEAT APPLICANTS (For Informational Purposes Only)

Two seats to fill by The Florida Bar for a three-year term beginning July 1, 2019 and ending June 30, 2022

Applicant Employer City Comments Min Cho General Counsel at uBreakiFix Orlando Appointed by TFB 2/8/19 Lara J. Tibbals Hill Warden Henderson Tampa Appointed by TFB 2/8/19

4a (7 of 60) THE FLORIDA BAR FOUNDATION BOARD OF DIRECTORS APPLICANTS FOR TWO DIRECTOR POSITIONS

Seat Numbers FDN 7 and FDN 10 for a three-year term beginning July 1, 2019 and ending June 30, 2022

Applicants (See Applications Attached)

Applicant Name Applicant City 1. Lawrence Anzalone Tampa 2. Judge Hugh A. Carithers Jacksonville 3. Sean Estes Tampa 4. Jennifer Hamey Ellenton 5. Albert Maggio Boca Raton 6. April Martindale Coral Springs 7. Kevin P. McCoy Tampa 8. Retired Justice Peggy Quince Tampa 9. Steven Salzer Tampa

4a (8 of 60) Wednesday, January 30, 2019 APPLICATION FOR SELECTION

Instructions: Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE):

NOTE: Seats to be lled by The Board of Governors of The Florida Bar require completion of The Florida Bar's "Application for Appointment" which can be obtained by calling The Florida Bar at 1-850-561- 5600.

At Large Positions (lawyer* or non-lawyer):

The Florida Bar Foundation Board of Directors

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Full Name: Lawrence Anzalone

If you are not a lawyer, please indicate your profession. If you are a lawyer, please provide your Florida Bar number.

Date admitted to The Florida Bar: 1981

Spouse: Sherry

Attorney #: 322873

Employer, rm, or agency: Burnetti P.A.

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I am a lawyer

How long: 6 yrs

1 Create your own automated PDFs with JotForm PDF Editor 4a (9 of 60) Oce Address: 1000 N. Ashley Dr. #800 Tampa, Fl, 33602 United States

E-mail: [email protected]

Place of birth: New York

Date of birth: 3/17/53

Length of residence in Florida: 38 yrs

Education

College attended: T M Cooley Law School

Degree: JD

Date of graduation: 1978

College attended: Univ of Miami

Degree: BA

Date of graduation: 1975

College attended: Ocean County College

Degree: AA

Date of graduation: 1973

2 Create your own automated PDFs with JotForm PDF Editor 4a (10 of 60) I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held.

I serve/previously served on the Bar Foundation board of directors (include dates of service and position(s) held.

Have you previously requested nomination to The Bar Foundation board of directors? (include dates if known).

Type a question

I serve /previously served on the board/committee(s) of the following organization(s) related to legal aid to the poor, pro bono (please describe briey your pro bono acitivies), nancial assistance to law students, and/or improvements in the administration of justice (include dates of service and position(s) held.

I am a member of the following state/voluntary bar associations.

Description: Fla Bar

3 Create your own automated PDFs with JotForm PDF Editor 4a (11 of 60) I practice predominatly in the following elds (if trial, specify plaintiff, prosecution or defense.

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualications:

Description: Board Certied Workers Compensation Attorney 1988- to date ( Claimants Counsel)

I am presently:

in a 2-10 lawyer oce

Please list: Pastor JJ Johnson South Tampa Fellowship Tampa, Fl (727)793-4464

Thomas Vecchio, ESQ Lakeland, Fl (863)701-2100

Rev. Bruce Toms Palma Ceia UMC Tampa, Fl (813)956-7000

Please write a statement of why you want this nomination; your qualications; what you feel you can contribute, including any particular potential you believe your selection would bring to the board of directors of the Bar Foundation; and any additional information which you feel may be of interest (no more than 1,500 words).

Description: As a practicing attorney, father and businessman I have found it important to strengthen the bonds that hold me to my career, family and community. As of May 2019 my youngest of 4 children will graduate Baylor University and join his siblings with a BA or higher degree. Accordingly, I will now be able to expand my interests in fundraising and giving to those in need. I am the past Chairman of the Finance Committee at the South Tampa Fellowship Church and currently sit as a member on their Personnel Committee. I previously sat on the Finance Committee of the Lake Magdeline UMC in the 1990's. As a Rotarian at South Tampa Interbay Rotary Club I have served to fund-raise for such causes as Autism and Starting Right Now. To a lesser degree, while a younger man, I assisted with raising funds for the BSA, youth Soccer and Little League Baseball. Lastly, as a former business

4 Create your own automated PDFs with JotForm PDF Editor 4a (12 of 60) owner of some 27 years, I donated time and monies to local charities and community activities It is my belief and hope that I can assist the Bar Foundation in raising funds, granting and monitoring giving to those causes dedicated to" justice for all".

Please provide a brief biographical sketch and photograph (no more than 1,000 words).

Biographical sketch: I am a husband,father,grandfather and active member of my church and Rotary. I currently sit on the Fla Bar Workers Compensation Board Certication Standing Committee. I have and remain a board certied attorney for the last 30 years. I have been nominated (3) times for JCC, by the Statewide Judicial Nominating Commission.

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Electronic Signature (Enter your full name) Lawrence Anzalone

Date signed 01/30/2019

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WAIVER OF CONFIDENTIALITY

(Must be signed in order to process application)

The undersigned hereby consents to a waiver of condentiality, thereby permitting investigation of my grievance record with The Florida Bar and other investigation deemed necessary to determine my qualications for nomination.

5 Create your own automated PDFs with JotForm PDF Editor 4a (13 of 60) Electronic Signature (Enter your full name) Lawrence Anzalone

Date signed 01/30/2019

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By checking this box I am indicating that the name I entered above serves as my signature to consent to the waiver of condentiality.

6 Create your own automated PDFs with JotForm PDF Editor 4a (14 of 60) APPLICATION FOR SELECTION AS A DIRECTOR OF THE FLORIDA BAR FOUNDATION

lnstructions: Please print or type. Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE)

At Large Positions (lawyer* or nonlawyer):

The Florida Bar Foundation Board of Directors The Florida Supreme Court

Public Member Positions:

Joint Bar/Foundation Nominating Committee

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Name Hugh A. Carithers

I am not a lawyer Profession

I am a lawyer t/ Date admitted to The Florida Bar: Oct, 1974

Attorney X. 179394

Employer, firm, or agency . Circuit Court, 4th Judicial Circuit

How long? 26 years

Office address: 501 W. Adams Street, Ste. 7062

phone: 904-255-2146 Fax

City: Jacksonville State: FL Zip: 32202

E-mail address: [email protected]

lf employed less than five years, list previous employer:

4a (15 of 60) place of birth: Jacksonville, FL Date of birth: 1111311947

Sporr" Katherine Carithers

Leng th of residence in Florida: 71 years

Education (colleges attended, dates of graduation, degree(s)

Washinoton & Lee Universitv. June-1969 BA

University Of Florida, June-1974, Juris Doctor

I serve/previously served on the Bar Foundation board of directors (include dates of service and position(s) held):

Designated Director, 1991-93, as President of the Board of Florida Legal Services, lnc.

I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held)

*Please see attachment

Have you previously requested nomination to the Bar Foundation board of directors? (include dates if known) Yes, Dec.2017

"Please see attachment

I am a member of the following state/voluntary bar associations

Jacksonville Bar Association

4a (16 of 60) all circuit divivsions

lam presently: _a sole practitioner_ ina2-10 lawyer office_ in a 11-35 lawyer office in a 35+ lawyer office or X other (please describe)

Circuit Judge, retiring Decemeber 31 , 2018

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualifications:

William Van Nortwick, Esq., 50 N. Laura Street #3100, Jax, FL. 32202; Phn: 904-798-3700

George "Buddy" Schulz, Esq., 50 N. Laura Street #3900, Jax, FL. 32202', Phn: 904-798-5462

Randall Berg, Esq., 100 S. E. 2nd Street #3750, Miami, FL. 33131; Phn: 305-358-2081

Date I Signature

Date: ttr Signature:

DEADLINE FOR RECEIPT OF APPLICATION lS Februarv 1. 2019

governance/board/nominate/general/board application-org.doc

4a (17 of 60) Committees and Organizations

Statement of Nomination

4a (18 of 60) I

: i

I Hugh A. Carithers I Circuit Judge

Judge Carithers is an elected fellow of the American Bar Foundation, and serves as Chair of the Fourth Judicial Circuit Pro Bono Committee.

4a (19 of 60) Thursday, January 17, 2019 APPLICATION FOR SELECTION

Instructions: Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE):

At Large Positions (lawyer* or non-lawyer):

The Florida Bar Foundation Board of Directors

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Full Name: Sean Estes

If you are not a lawyer, please indicate your profession. If you are a lawyer, please provide your Florida Bar number.

Date admitted to The Florida Bar: 9/26/08

Attorney #: 55770

Employer, rm, or agency: James Hoyer, P.A.

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I am a lawyer

How long: 10 years

1 Create your own automated PDFs with JotForm PDF Editor 4a (20 of 60) Oce Address: 2801 W. Busch Blvd., Suite 200 Tampa, FL, 33618 United States

E-mail: [email protected]

Place of birth: Tampa, FL

Date of birth: 9/6/82

Length of residence in Florida: 36 years

Education

College attended: University of Florida

Degree: B.A. Political Science & Economics

Date of graduation: May 2005

College attended: UF Levin College of Law

Degree: J.D.

Date of graduation: May 2008

I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held.

I serve/previously served on the Bar Foundation board of directors (include dates of service and position(s) held.

Have you previously requested nomination to The Bar Foundation board of directors? (include dates if

2 Create your own automated PDFs with JotForm PDF Editor 4a (21 of 60) known).

Type a question

Description: I am a member of the Ferguson-White American Inn of Court, in which we participate in a number of pro bono activities including providing legal services through Metropolitan Ministries and BALS. I try to have one pro bono litigation ongoing at all times. Though not related to law, I am a volunteer Board member of Keystone Little League where I serve as the current treasurer.

I am a member of the following state/voluntary bar associations.

Description: The Federal Bar Association and the North Tampa Bar Association

3 Create your own automated PDFs with JotForm PDF Editor 4a (22 of 60) I practice predominatly in the following elds (if trial, specify plaintiff, prosecution or defense.

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualications:

Description: Whistleblower, employment, and class action law on the plaintiff's side.

I am presently:

in a 2-10 lawyer oce

Please list: Mike Bird, c/o Morgan & Morgan, 201 N Franklin St Ste 700, Tampa, FL 33602-5138, 813-758-3828

Paul Thanasides, c/o McIntyre Thanasides, 500 E. Kennedy Blvd Suite 200, Tampa, FL 33602, 813-412- 0393

Description: I have always found it to be greatly rewarding to represent those who cannot afford the big name firms. I have had the opportunity to represent thousands of consumers in class actions and many whistleblowers who simply couldn't pay for hourly representation and it's difficult to describe how good it feels when the client thanks us for taking a chance on their case.

From my vantage point, the Florida Bar Foundation has always done an admirable job serving the less fortunate in need for legal assistance and I'd like to help out in any way that I can.

I can see that Board is filled with attorneys with a lot more experience than me and I'm sure there are applicants that double or triple the time I've practiced, but I think I could be a valuable asset as I'm highly organized and greatly enjoy planning and following through on projects - legal or otherwise.

I've been the Treasurer and Executive Board Member of Keystone Little League over the last year, which is the largest chapter in the Tampa Bay Area. Somehow I've managed to keep that nonprofit from running into the ground in my spare

4 Create your own automated PDFs with JotForm PDF Editor 4a (23 of 60) time when I'm not serving as the managing partner of my firm and also litigating federal and state case.

I'm conversant in most technologies and social media so it's possible that I could find some efficiencies to help the Board carry out its goals.

In short, I admire the Foundation's work and goals and would like to help if I could.

I appreciate your consideration.

Please provide a brief biographical sketch and photograph (no more than 1,000 words).

Biographical sketch: I joined James Hoyer, P.A., in 2008. I began in the rm’s Consumer Class Action division where I helped represent one of the largest classes ever, involving more than 200 million individuals. The settlement changed the way data aggregators use and disclose information protected by the Drivers Privacy Protection Act. I was also a key part of the legal team handling a whistleblower retaliation case, which resulted in a verdict in favor of our James Hoyer client. I now am a partner representing consumers and whistleblowers in the rm’s Consumer Class Action and False Claims Act qui tam divisions. Last year I was appointed as Class Counsel in a case that returned more than $2.5 million to victims of payday loan rollover schemes.

I'm a “Double-Gator” having graduated cum laude with majors in Economics and Political Science from the University of Florida (B.A., 2005) and cum laude from the UF Levin College of Law (J.D., 2008). During school, I interned for the Honorable Peter K. Sieg of the Eighth Judicial Circuit and the Oce of the State Attorney in Levy County. I also received the Pro-Bono Certicate from UF Law.

I've been a member of the Ferguson-White Inn of Court since 2010, which is an organization dedicated to fostering ethics and integrity in the legal profession and am a member of the Federal Bar Association and North Tampa Bar Association.

I'm a Fellow of the FL Bar Foundation having completed my pledge in 2018.

5 Create your own automated PDFs with JotForm PDF Editor 4a (24 of 60) Upload photograph

Electronic Signature (Enter your full name) Sean Estes

Date signed 01/17/2019

Type a question

By checking this box I am indicating that the name I entered above serves as my signature on this form.

WAIVER OF CONFIDENTIALITY

(Must be signed in order to process application)

6 Create your own automated PDFs with JotForm PDF Editor 4a (25 of 60) Electronic Signature (Enter your full name) Sean Estes

Date signed 01/17/2019

Type a question

By checking this box I am indicating that the name I entered above serves as my signature to consent to the waiver of condentiality.

7 Create your own automated PDFs with JotForm PDF Editor 4a (26 of 60) Tuesday, December 4, 2018 APPLICATION FOR SELECTION

Instructions: Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE):

At Large Positions (lawyer* or non-lawyer):

The Florida Bar Foundation Board of Directors

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Full Name: Jennifer Hamey

If you are not a lawyer, please indicate your profession. If you are a lawyer, please provide your Florida Bar number.

Type a question

I am a lawyer

Date admitted to The Florida Bar: 7/26/16

Attorney #: 123046

Employer, rm, or agency: Jennifer L. Hamey, PA

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How long: 2

1 4a (27 of 60) If employed less than ve years, list previous employer: Perduk, Hamey & Associates Co, LPA

Oce Address: 3815 US Highway 301 North Ellenton, FL, 34222 United States

E-mail: [email protected]

Place of birth: Maple Hts, Ohio

Date of birth: 9/15/77

Spouse: N/A

Length of residence in Florida: 2 1/2 years

Education

College attended: University of Akron

Degree: Law

Date of graduation: 5/2006

College attended: Walden University

Degree: Master's Forensic Psychology

Date of graduation: 3/2017

2 4a (28 of 60) College attended: University of Akron

Degree: Bachelor's in Psychology

Date of graduation: 8/2002

I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held.

Dates and position(s), if any: N/A

I serve/previously served on the Bar Foundation board of directors (include dates of service and position(s) held.

Dates and position(s), if any: N/A

Have you previously requested nomination to The Bar Foundation board of directors? (include dates if known).

Type a question

Description: When practicing in Ohio I served on the Akron Bar Association Grievance Subcommittee which governed local attorneys and complaints by clients. I also served on the bankruptcy committee for Summit County Legal Aid for creation and development in servicing bankruptcy needs for those seeking legal aid assistance.

I am a member of the following state/voluntary bar associations.

Description: Florida Bar Association Ohio Bar Association Hillsborough Bar Association and Lawyer Referral Manatee County Bar Association

3 4a (29 of 60) National Consumer Bankruptcy Attorney Association

4 4a (30 of 60) I practice predominatly in the following elds (if trial, specify plaintiff, prosecution or defense.

Description: I practice primarily in the areas of consumer bankruptcy, estate planning, probate and some civil general litigation (usually representing Plaintiffs)

I am presently:

a sole practitioner

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualications:

Please list: Lawrence Scanlon, 57 S. Broadway, 3rd FL, Akron, Ohio 44308; (330) 376-1440

Richard Martin, 3603 Darrow Road, Stow, Ohio 44224; (330) 256-8979

Description: I would like consideration for this position as I would like to contribute further to the needs and responsibilities in the legal field. I have been practicing for 12 years and I have been in the legal field for 19 years. I have reached a point in my career where I feel I possess the competence and experience to provide feedback, research, ideas and understanding to the needs and goals of the Foundation.

Throughout the last several years I have been involved in many fundraising events. I serve on the committee for the local Parrish Foundation which seeks to give grants to local businesses and parties to promote growth within Parrish, Florida. I also served as Vice President on the Cloverleaf Boosters for the local marching band. Over my three years on the board, I orchestrated several fundraising events which resulted in the ability to buy a new truck and trailer for the band. Finally, I sat for two separate terms on the Board of Directors for the Stow-Munroe Falls Chamber of Commerce. During my most recent term I served as the secretary. We had a membership of over 400 businesses throughout the community and we

4a (31 of 60) engaged in many fundraising activities to promote and grow the chamber.

Additionally, since moving to Florida I have done several charity events including work with veterans and elders in nursing homes.

Through these experiences, I believe I can help to promote the ideals and mission of the Foundation.

Please provide a brief biographical sketch and photograph (no more than 1,000 words).

Biographical sketch: I began my legal career in 1998, starting out as a paralegal. I went on to law school and upon completion in 2006, continued practicing in Ohio. In 2009, I purchased my own firm with a partner. In 2016, I moved to Florida and began to practice in Manatee, Hillsborough and Sarasota Counties.

I have a holistic approach to the practice of law. When a client comes to see me, they are most likely facing a stressful legal matter, which can affect many areas of their lives. My goal is to try and solve the legal issue you are facing and reduce the stress that comes with the issue.

My years in the legal field, combined with continued legal education and seminars, have provided me valuable experience in the areas of probate law, estate planning, bankruptcy and general litigation. I believe that a lawyer never stops learning. I represent all of my clients' needs to the best of my capabilities and I always take time to research new matters.

I was born and raised in Northeast Ohio. I moved to southern Florida to join my high school sweetheart, reconnecting after 20 years. I absolutely love the sun and warmth Florida has to offer. During my free time I enjoy traveling, scrapbooking, reading, cross-stitching, golf and spending time with my family and friends. I recently became a certified diver and have enjoyed spending time taking in the sea life under the water. Anna Maria Island is currently one of my favorite local beaches! I have two children, both of who stayed in Ohio. My daughter recently had a baby boy, making me a first time grandma, and my son is enjoying his last year of college and is looking to spend some times overseas in Japan after he graduates.

I became licensed to practice law in Ohio in

4a (32 of 60) November 2006 and was sworn into the Ohio Northern District Federal Court in 2007. I purchased my law firm in 2009 in Stow, Ohio, concentrating in the areas of worker’s compensation, bankruptcy, estate planning, probate, medical malpractice, real estate, corporations and general litigation.

In 2016, I relocated to Florida. I took the Florida Bar Exam in February 2016 and was admitted to practice to the State of Florida in July 2016. I was sworn into the Southern District of Florida Federal Court in September 2016 and the Middle District of Florida Federal Court in November 2016. I am also licensed to practice in the Southern District of Florida Bankruptcy Court and the Middle District of Florida Bankruptcy Court.

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Electronic Signature (Enter your full name) Jennifer Hamey

Date signed 12/04/2018

4a (33 of 60) Type a question

By checking this box I am indicating that the name I entered above serves as my signature on this form.

WAIVER OF CONFIDENTIALITY

(Must be signed in order to process application)

Electronic Signature (Enter your full name) Jennifer Hamey

Date signed 12/04/2018

Type a question

By checking this box I am indicating that the name I entered above serves as my signature to consent to the waiver of condentiality.

4a (34 of 60) Monday, January 7, 2019 APPLICATION FOR SELECTION

Instructions: Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE):

At Large Positions (lawyer* or non-lawyer):

The Florida Bar Foundation Board of Directors

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Full Name: Albert Maggio

If you are not a lawyer, please indicate your profession. If you are a lawyer, please provide your Florida Bar number.

Date admitted to The Florida Bar: 2009

Attorney #: 69847

Employer, rm, or agency: CRGO Law

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I am a lawyer

How long: 9 years

E-mail: [email protected]

1 Create your own automated PDFs with JotForm PDF Editor 4a (35 of 60) Place of birth: New York

Date of birth: March 31, 1953

Length of residence in Florida: 12 years

Education

College attended: New England Law|Boston

Degree: JD

Date of graduation: May 1990

College attended: Pace University

Degree: MBA

Date of graduation: June 1980

College attended: New York University

Degree: BS

Date of graduation: October 1975

I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held.

I serve/previously served on the Bar Foundation board of directors (include dates of service and position(s) held.

2 Create your own automated PDFs with JotForm PDF Editor 4a (36 of 60) Have you previously requested nomination to The Bar Foundation board of directors? (include dates if known).

Type a question

Description: Life Fellow, Massachusetts Bar Foundation (MBF) MBF Audit Committee (2016-2017) MBF IOLTA Grants Committee (2001-Present)

I also represented an indigent criminal inmate for 15 years before moving to South Florida in a variety of prison disciplinary and parole hearings.

For 12 years, I served as a board member of Youth Catalytics, f/k/a New England Network for Child, Youth and Family Services, a non-prot training and research organization that supports and advances positive youth development in communities across the country. I continue to provide them with pro bono legal services.

During my business school education, I served as a volunteer with the Urban Business Assistance Corporation ,which provided pro bono management consulting services to minority owned business in NYC.

I have also served as a mentor at FAU Tech Runway for the past 4 years and have provided pro bono legal services (in excess of 200 hours) to entrepreneurs participating in the program.

I am a member of the following state/voluntary bar associations.

Description: Florida Bar - 2009-Present Client Security Fund Committee (2016-2018)

California Bar - 1994-Present Business Law Section News Editorial Board, Business Law News 2003-2007 Co-Managing Editor, 2006-2007

Massachusetts Bar 1990-Present Chair, Business Law Section, 1998-1999

3 Create your own automated PDFs with JotForm PDF Editor 4a (37 of 60) Chair, Small Business Committee 1997-1998

American Inns of Court (Boston) 1991-1994

American Bar Association Young Lawyers Division Computers & Computer Law Comm. Vice Chair - 1993-1994 Planning Board - 1992-1993 American Inns of Court Comm. Planning Board - 1992-1993

4 Create your own automated PDFs with JotForm PDF Editor 4a (38 of 60) I practice predominatly in the following elds (if trial, specify plaintiff, prosecution or defense.

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualications:

Description: Corporate, securities, IP licensing

I am presently:

in a 2-10 lawyer oce

Please list: Elizabeth Lynch - Executive Director, Massachusetts Bar Foundation - 20 West Street, Boston, MA 02111 [email protected] 617.338.0534

Description: have enjoyed providing pro bono services to underserved populations throughout most of my adult life. This experience "in the trenches" has developed my perspective and has helped focus my commitment and skills in increasingly responsible volunteer positions within organizations that serve those most in need. I have a rm grasp on not only the legal needs, but also the business and nancial needs of the organization as well as their stakeholders. My experience as an investment advisor may also be of assistance to the board.

Please provide a brief biographical sketch and photograph (no more than 1,000 words).

Biographical sketch: Albert B. Maggio, Jr., is a partner at CRGO Law, a boutique law firm providing corporate and intellectual property services, where he focuses his practice on corporate, technology, and licensing transactions, with a special emphasis in the software, communications, entertainment, and mass and new media industries. He routinely represents high growth companies in negotiations of corporate and licensing agreements, debt and equity transactions, as well as corporate formation, structure, and operational matters. Mr. Maggio has served as trusted counsel to directors, management teams, and significant investors in

5 Create your own automated PDFs with JotForm PDF Editor 4a (39 of 60) several venture-backed and public companies, including Netegrity (acquired by CA), SpeechWorks (acquired by Nuance), Unveil (assets acquired by Microsoft), R&O/ViaSoft (acquired by Allen Systems Group), Kavado (acquired by Protegrity), and InterSec Research (acquired by State Street Bank).

He has also guided his clients through securities compliance issues and has developed corporate ethics and compliance programs. He has represented corporate and individual clients in complex commercial, intellectual property, and executive compensation litigation in state and federal courts. Mr. Maggio represented the lead defendant in Architext, Inc. v. Kikuchi, et al., 20 Mass. L. Rep. 127 (May 19, 2005); 2005 Mass. Super. LEXIS 487, 2005 WL 2864244, the leading Massachusetts state court trade secrets case, wherein the trial court declined to adopt the "inevitable disclosure" doctrine and denied the plaintiff's motion for preliminary injunction and attachments.

He was formerly a financial advisor and held Series 7 & 66 securities licenses with Merrill Lynch and UBS in Palm Beach. Mr. Maggio was head of finance, administration and law for a California software company which he helped lead to a $35 million acquisition exit. Prior to his law practice, he held sales and management positions with Unisys, Honeywell, Prime Computer, and Wang Laboratories, where he developed and managed the relationships with some of those companies’ largest customers.

Mr. Maggio is a founding mentor at FAU Tech Runway and previously served as president and a member of the board of directors of the South Florida Technology Alliance, Inc. (SFTA). He was an executive committee member of the MIT Enterprise Forum of South Florida, a board member and secretary of Il Circolo – The Italian Cultural Society of the Palm Beaches, and a founder, secretary, and director of the Palm Beach Figure Skating Club.

Mr. Maggio is a Life Member of the Massachusetts Bar Foundation, an active member of its IOLTA Grants Committee, and former member of the Audit Committee. He served as a member of the Client Security Fund Committee of the State Bar of Florida in 2016-2018.

6 Create your own automated PDFs with JotForm PDF Editor 4a (40 of 60)

Mr. Maggio is a speaker and published author who has been quoted in Business Week Online, The Boston Globe, and The Recorder (CalLaw). He was an adjunct professor of ethics and business law at Atlantic Union College and appointed as an adjunct faculty member of the Graduate School of Business at Worcester Polytechnic Institute before moving to Florida. He received his J.D. cum laude, from New England Law | Boston, an M.B.A. from the Lubin School of Business at Pace University, and a B.S. from the Stern School of Business at New York University.

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Electronic Signature (Enter your full name) Albert B Maggio Jr

Date signed 01/07/2019

Type a question

By checking this box I am indicating that the name I entered above serves as my signature on this form.

WAIVER OF CONFIDENTIALITY

(Must be signed in order to process application)

The undersigned hereby consents to a waiver of confidentiality, thereby permitting investigation of my grievance record with The Florida Bar and other investigation deemed necessary to determine my 7 Create your own automated PDFs with JotForm PDF Editor 4a (41 of 60) qualifications for nomination.

Electronic Signature (Enter your full name) Albert B Maggio Jr

Date signed 01/07/2019

Type a question

By checking this box I am indicating that the name I entered above serves as my signature to consent to the waiver of condentiality.

8 Create your own automated PDFs with JotForm PDF Editor 4a (42 of 60) Wednesday, November 28, 2018 APPLICATION FOR SELECTION

Instructions: Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE):

At Large Positions (lawyer* or non-lawyer):

The Florida Bar Foundation Board of Directors

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Public Member Positions:

Joint Bar/Foundation Nominating Committee

Full Name: April Martindale

If you are not a lawyer, please indicate your profession. If you are a lawyer, please provide your Florida Bar number.

Type a question

I am a lawyer

Date admitted to The Florida Bar: November 2017

Attorney #: 1004621

Employer, rm, or agency: Martindale Law

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1 4a (43 of 60) How long: 1 year

If employed less than ve years, list previous employer: Martindale Legal Services, LLC

Oce Address: 2977 NW 103 Lane Coral Springs, FL, 33065 United States

E-mail: [email protected]

Place of birth: Manhattan, NY

Date of birth: 04/02/76

Length of residence in Florida: 15 years

Education

College attended: Florida Metropolitan University

Degree: Bachelors of Science in Paralegal Studies

Date of graduation: May 2008

College attended: Strayer University

Degree: Masters of Business Administration-Management

Date of graduation: October 2012

2 4a (44 of 60) College attended: Nova Southeastern University Shepard Broad College of Law

Degree: Juris Doctorate

Date of graduation: December 2015

I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held.

I serve/previously served on the Bar Foundation board of directors (include dates of service and position(s) held.

Have you previously requested nomination to The Bar Foundation board of directors? (include dates if known).

Type a question

I am a member of the following state/voluntary bar associations.

Description: Broward County Bar Association South Palm Beach County Bar Association Gwen S. Cherry Bar Association Florida Association of Women Lawyers IP Law Association of Florida

3 4a (45 of 60) I practice predominatly in the following elds (if trial, specify plaintiff, prosecution or defense.

Description: Contracts, Business Law, Intellectual Property

I am presently:

a sole practitioner

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualications:

Please list: Raquel Richardson, Esq. 8010 North University Dr, Floor 2, Tamarac, FL 33321 786-712-3454

Dean Michelle Struffolino Nova Southeastern University Shepard Broad Center of Law 3305 College Ave, Davie, FL 33314 954-262-6095

Description: I genuinely want to get more involved with the Florida Bar to contribute and make a difference in this organization. I have a strong desire for stewardship to others, am eager to participate at each meeting, and have a pre-existing passion for the mission of the Florida Bar.

I am a member in good standing of the Florida Bar and the USDC of the Southern District of Florida. I am diverse as an African American woman, raising 3 future scholars as a single/divorced parent. My daughter Jada is a sophomore at FAU in Boca Raton studying medicine to become an anesthesiologist, my son Jalen is a high school freshman with mild autism, excelling in all of his classes at Coral Springs Charter School with a goal of becoming an engineer, and my youngest son Jordan is a 4th grader at Parkside Elementary School with a passion for animals and desire to become a veterinarian. My sons are published authors and they all play classical piano. I myself have taken classical piano for 10 years and am a

4 4a (46 of 60) professionally trained singer and songwriter.

I have my MBA in Management and was honored to be chosen as the speaker at my Law School graduation ceremony in December 2015. I have the passion, dedication and diligence to serve on a Florida Bar committee. I can give time, energy, effort and a different perspective to the organization. I've surpassed the required completion of all of my CLE's and am compliant with the Florida Bar until May 2021. Most recently I've attended the Voluntary Bar Association Convention in Jensen Beach as a representative of the Broward County Bar Association. I've also attended and participated in the BCBA, SPBCBA and CLE's, Stephen R. Booher American Inns of Court meetings, networking lunches and dinner receptions and have been a speaker at professionalism events at the Nova Southeastern University Shepard Broad Center of Law as well as Georgia State University.

I am an entrepreneur and solo attorney who founded and manages Martindale Law, a boutique law firm practicing Intellectual Property, Contracts and Business Law with an office in Boca Raton, Florida. As I was born and raised in New York, I am also a founding member and director-Secretary & Treasurer of New York Wins, Inc., a 501 (c)(3) Non-profit organization which provides charitable and educational support to various youth in New York helping them become successful global citizens. In addition, I also participate in the Master Committee for the Children's First Foundation's USA Moms in Law School Program. This program is intended to provide scholarships to single moms in law school to help pay for tuition, books, living expenses and child care. As a single parent navigating through law school, I know how important this support can be.

I believe that my background and experience can be valuable to the Florida Bar and appreciate your consideration to join such an inspiring team of legal advocates willing to give back. Thanks again for your consideration.

Please provide a brief biographical sketch and photograph (no more than 1,000 words).

Biographical sketch: April R. Martindale, M.B.A., J.D., Esquire is the Principal owner of Martindale Legal Services, LLC, a law firm located in Boca Raton, Florida where she focuses on Intellectual Property, Business

4a (47 of 60) Law and Contracts. Ms. Martindale is licensed to practice law throughout the State of Florida and the federal court in the Southern District of Florida.

Ms. Martindale earned an undergraduate from Florida Metropolitan University, where she graduated magna cum laude in Paralegal Studies. In recognition for her efforts, April was on the Dean’s List or President’s List every semester throughout college. April earned a Masters of Business Administration in Management from Strayer University where she graduated summa cum laude, and was inducted into Golden Key International Honor Society, and Alpha Chi National College Honor Society in a period of 11 months. April subsequently earned her law degree from Nova Southeastern University Shepard Broad College of Law and was chosen by her peers and professors as the December 2015 Graduate Reception Speaker. Throughout law school, April served as treasurer for the Evening Law Student Association and participated in educating 1L’s and 2L’s about the pitfalls to avoid in law school and the tools necessary to succeed.

April is a current member of the Stephen R. Booher American Inn of Court, Broward County Bar Association, American Bar Association, Florida Association of Women Lawyers, and IPLAW. In addition to practicing law, April is also a co- founder and managing member and director of a 501(c)(3) non-profit organization, New York Wins, Incorporated, headquartered in the city where she was born and raised. New York Wins, Inc. is designed to provide charitable and educational resources that train the mindset of the younger generation to engage with purpose, organize with passion, and contribute to the well-being of their communities, while learning the prerequisites of becoming socially responsible and progressive citizens.

In March 2018, Ms. Martindale appeared as a guest lecturer at Georgia State University's Alpharetta Campus where she taught students about the intersection of law and mental health. She strives to educate the youth and society on the issues affecting the world and what steps we as individuals and businesses can take to promote positive and effective change.

4a (48 of 60)

Most recently, in August 2018, April participated as a panel speaker alongside the Honorable Judge Robert Diaz at the Nova Southeastern University Shepard Broad College of Law introduction to legal Professionalism and Ethics Program (PEP) where she gave practical advice and words of wisdom to incoming law students about the concepts of professionalism and professional identity; focusing on the need for law students and lawyers to go beyond merely following the rules. Upload photograph

Electronic Signature (Enter your full name) April R. Martindale

Date signed 11/27/2018

Type a question

By checking this box I am indicating that the name I entered above serves as my signature on this form.

WAIVER OF CONFIDENTIALITY

(Must be signed in order to process application)

Electronic Signature (Enter your full name) April R. Martindale

4a (49 of 60) Date signed 11/27/2018

Type a question

By checking this box I am indicating that the name I entered above serves as my signature to consent to the waiver of condentiality.

4a (50 of 60) From: McCoy, Kevin P. To: Jessica McCabe Cc: McLeroy, Kathleen S.; McCoy, Kevin P. Subject: Florida Bar Foundation Board Appointment Date: Friday, January 18, 2019 10:13:57 AM Attachments: image001.png

Good morning Jessica,

I previously applied for a seat on the Florida Bar Foundation Board as appointed by The Florida Bar. I’d also like to be considered for an appointment to the Board as appointed by the Foundation Board. Please let me know if you will need a separate application, or the one I submitted in response to the opening announced back in October is sufficient.

I appreciate the consideration very much and look forward to the decision.

Kevin P. McCoy Attorney at Law

4221 W. Boy Scout Blvd., Ste. 1000 Tampa, Florida 33607-5780 Direct: 813.229.4272 | Fax: 813.229.4133 [email protected] | www.carltonfields.com bio |vcard |LinkedIn

Carlton Fields is ISO 27001:2013 certified.

Confidential: This e-mail contains a communication protected by the attorney-client privilege or constitutes work product. If you do not expect such a communication please delete this message without reading it or any attachment and then notify the sender of this inadvertent delivery.

4a (51 of 60) Sunday, January 27, 2019 APPLICATION FOR SELECTION

Instructions: Please complete all questions which pertain to you.

I am applying for selection by (CHECK ONLY ONE):

At Large Positions (lawyer* or non-lawyer):

The Florida Bar Foundation Board of Directors

*lawyer applicants must be Foundation members (membership is available through participation in IOTA, the Foundation Fellows program, or annual dues)

Full Name: Steven Salzer

If you are not a lawyer, please indicate your profession. If you are a lawyer, please provide your Florida Bar number.

Date admitted to The Florida Bar: 7/6/2006

Attorney #: 2452

Employer, rm, or agency: PSCU Incorporated

Double-click to edit this text...

Type a question

I am a lawyer

How long: 14 years

1 Create your own automated PDFs with JotForm PDF Editor 4a (52 of 60) Oce Address: 560 Carillon Parkway St. Petersburg, FL, 33716 United States

E-mail: [email protected]

Place of birth: St. Petersburg, FL

Date of birth: 07/16/1961

Length of residence in Florida: 14 years

Education

College attended: University of Chicago Law School

Degree: J.D.

Date of graduation: May 1986

College attended: Duke University

Degree: B.A.

Date of graduation: December 1982

Dates and position(s), if any: Grants Committee, 2016-Present

I serve/previously served on the following Bar Foundation committees (include dates of service and position(s) held.

I serve/previously served on the Bar Foundation board of directors (include dates of service and

2 Create your own automated PDFs with JotForm PDF Editor 4a (53 of 60) position(s) held.

If yes, when: 2016-Present

Have you previously requested nomination to The Bar Foundation board of directors? (include dates if known).

Type a question

yes

Description: Florida Bar, Consumer Protection Law Committee: 2014-Present

I am a member of the following state/voluntary bar associations.

3 Create your own automated PDFs with JotForm PDF Editor 4a (54 of 60) I practice predominatly in the following elds (if trial, specify plaintiff, prosecution or defense.

Please list the names, addresses and telephone numbers of at least two other persons who are in a position to comment on your qualications:

If other, please describe: Legal department of a Florida not-for-prot corporation. Legal department has 4 attorneys.

Description: Corporate law

I am presently:

other

Please list: Murray B. Silverstein, Esquire 401 E. Jackson Street, Suite 1825 Tampa, FL 33602

(727) 686-8385

Mary Gardiner Evertz 101 Appian Way Northeast, St. Petersburg, FL 33704 (727) 409-4141

Description: Since my Bar admission, I have given back through non-Bar related activities (such as Junior Achievement, Admissions for Duke University, Pinellas Hope, and the Ghana/Berkeley project) and most recently serving on the Bar's Consumer Protection Law Committee and the FBF's Grants Committee. As an attorney that doesn’t practice in the courtroom or in a consumer-related area where I can apply aspects of my practice to the individual needs of Florida residents, I have found it difficult to find pro bono work where I feel comfortable offering legal advice. So when I saw the available Board position on the FBF, I thought it was a good fit for my background, experience and skills. I think I can add a different perspective because of my business experience/background and also being an in-house attorney. For 30 years I have worked with small and large organizations on their strategic plans, operational issues, business plans and financial statements, both as an attorney and

4 Create your own automated PDFs with JotForm PDF Editor 4a (55 of 60) as a businessman. I have run businesses and managed Finance and HR at other businesses. I believe that I can help the FBF accomplish the goals of its strategic reset and positively impact the legal needs of Florida residents. I have enjoyed being able to contribute via the Grants Committee and want to contribute more.

Please provide a brief biographical sketch and photograph (no more than 1,000 words).

Biographical sketch: Steve Salzer is Senior Vice President, Enterprise Risk Oce and General Counsel, at PSCU in St. Petersburg, Florida. In that role, Steve oversees the company’s Enterprise Risk Management, Legal, Compliance, Business Continuity, Investigations, Vendor Risk Management and Government Relations functions. In 2017, Steve was PSCU’s point person in dealing with Hurricane Irma. Steve also represents PSCU as the Chair of the Board of Managers of one of PSCU’s minority investments (Ongoing Operations, LLC), on the Regulatory Advocacy Committee of NACUSO, on the Payments Subcommittee of CUNA, on the Consumer Protection Law Committee of the Florida Bar, on the Grants Committee of the Florida Bar Foundation, and on the Board of Directors and Audit Committee of Junior Achievement of Tampa Bay.

Steve joined PSCU in January 2005 and has over 25 years of experience in enterprise risk, legal matters, mergers and acquisitions, P&L management, operations, nance, human resources and sales. Prior to joining PSCU, Steve served as Corporate Counsel, General Counsel, General Manager, Sales Manager, CFO and Vice President at various manufacturing and distribution companies, and prior to that Steve was in private practice in Washington, D.C. concentrating on corporate, banking and real estate law. He is also experienced in negotiating international and domestic mergers, acquisitions and joint ventures.

Steve earned his Bachelor of Arts in Economics and Political Science from Duke University, and has a Juris Doctorate degree from the University of Chicago Law School. He is admitted to the Florida and Georgia bars.

5 Create your own automated PDFs with JotForm PDF Editor 4a (56 of 60) Upload photograph

Electronic Signature (Enter your full name) Steven Alan Salzer

Date signed 01/27/2019

Type a question

By checking this box I am indicating that the name I entered above serves as my signature on this form.

WAIVER OF CONFIDENTIALITY

(Must be signed in order to process application)

6 Create your own automated PDFs with JotForm PDF Editor 4a (57 of 60) Electronic Signature (Enter your full name) Steven Alan Salzer

Date signed 01/27/2019

Type a question

By checking this box I am indicating that the name I entered above serves as my signature to consent to the waiver of condentiality.

7 Create your own automated PDFs with JotForm PDF Editor 4a (58 of 60) 4a (59 of 60) 4a (60 of 60) 5. Report on the Medal of Honor Committee

THE FLORIDA BAR FOUNDATION

Report of the Medal of Honor Awards Committee March 6, 2019

Request for Action Ratification of 2019 Medal of Honor Award Committee Selection

The awards committee met by telephone conference call on March 6, 2019 to consider nominees. Enclosed is a brief summary of the nominations submitted, along with copies of the full nomination and supporting materials for the committee's selectee in the lawyer category as well as the “non-lawyer” category.

Board action is requested to ratify the work of the Foundation's awards committee in selecting the recipient of the 2019 Medal of Honor Award for a lawyer and non-lawyer.

2019 Medal of Honor Award – Lawyer

Michael A. Bedke, Esquire

and

Richard C. Milstein, Esquire

2019 Medal of Honor Award – Non-lawyer The committee does not recommend a non-lawyer

Respectfully Submitted:

Jewel White, Chair Juliette E. Lippman, Vice-Chair Jewel White Robert A. Butterworth Gregory W. Coleman John F. Harkness, Jr. Stephen R. Senn John M. Stewart

U:\wp\awards\ratify-19.org.doc 5a (1 of 1) THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 MEDAL OF HONOR AWARDS

2019 Lawyer Nominee Summary

Nominee: Michael A. Bedke, Attorney, DLA Piper

Year(s) Nominated: 2019

Principal Activities: For his dedication of serving the public, working to improve access to justice and advancing the science of jurisprudence. He is being recognized for his countless work representing person with AIDS.

Nominated By: Richard Woltmann, Esquire

Letter(s) in Support: George B. Howell, III, Esquire Andrew M. O’Malley, Esquire Gwynne A. Young, Esquire

THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 MEDAL OF HONOR AWARDS

2019 Lawyer Nominee Summary

Nominee: Richard Milstein, Partner, Akerman LLP

Year(s) Nominated: 2018, 2019

Principal Activities: For his strong commitment to the most vulnerable members throughout Florida, particularly children, through pro bono and community service.

Nominated By: Honorable Vance E. Salter

Letter(s) in Support: Hon. Karen Gievers Karen J. Ladis, Esquire Jeffrey A. Rynor, Esquire Hon. Vance E. Salter

Friday, February 1, 2019 THE FLORIDA BAR FOUNDATION

LAWYER NOMINATION FORM

Award Criteria:

The Medal of Honor will be awarded to a member of The Florida Bar who has demonstrated his or her dedication to the objectives of The Florida Bar as set out in the Rules Regulating The Florida Bar:

"…to inculcate in its members the principles of duty and service to the public, to improve the administration of justice, and to advance the science of jurisprudence."

Eligibility:

The nominee must be a Florida resident who is a member in good standing of The Florida Bar, but need not be a member of The Florida Bar Foundation. The nominee must be actively engaged in a profession relative to the practice of law including, but not limited to, practicing lawyers, judges, or teachers in the legal eld.

Generally, the Medal of Honor Award is not given to recognize achievements undertaken as part of an individual's employment. However, the Foundation recognizes that there are individuals whose achievements in their professional capacity are so signicant as to be above and beyond the expectations of their assigned duties.

NOTE:

1. Individuals and groups are limited to one nomination per year.

2. Nomination forms submitted with only a curriculum vitae or resume will not be considered.

NOMINEE

1 Create your own automated PDFs with JotForm PDF Editor NOMINATOR

Nominee’s Qualications:

In no more than 1,500 words, provide specic, concrete examples in one or more of the following award criteria:

1. inculcates in its members the principles of duty and service to the public

2. to improve the administration of justice

3. to advance the science of jurisprudence

2 Create your own automated PDFs with JotForm PDF Editor Please provide a brief biographical sketch of the nominee (no more than 1,000 words).

3 Create your own automated PDFs with JotForm PDF Editor Articles/Letters – In addition, you may submit up to ve news or magazine articles written by or about the candidate and no more than ve letters of support from individuals or organizations. If more than ve letters are submitted, Foundation staff will determine which letters will be included with the nal nomination packet under consideration by Awards Committee members.

NOMINATIONS ARE DUE BY FEBRUARY 1, 2019 IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT JESSICA MCCABE AT 407-960-7000 OR [email protected]

4 Create your own automated PDFs with JotForm PDF Editor

THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2018 MEDAL OF HONOR AWARDS

2018 Lawyer Nominee Summary

Nominee: Richard Milstein, Partner, Akerman LLP

Year(s) Nominated: 2018

Principal Activities: For his strong commitment to the most vulnerable members throughout Florida, particularly children, through pro bono and community service.

Nominated By: Hon. William A. Van Nortwick, Jr.

Letter(s) in Support: Hon. Karen Gievers Karen J. Ladis, Esquire Jeffrey A. Rynor, Esquire Hon. Vance E. Salter

THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 MEDAL OF HONOR AWARDS

2019 Lawyer Nominee Summary

Nominee: Ruth Becker, County Judge, Sixteenth Judicial Circuit

Year(s) Nominated: 2019

Principal Activities: For being a pioneer in the problem solving court arena; she is being recognized for being the founder of the Monroe County Drug Court.

Nominated By: Honorable Erika Quartermaine

Letter(s) in Support: None

Thursday, January 31, 2019 THE FLORIDA BAR FOUNDATION

LAWYER NOMINATION FORM

Award Criteria:

The Medal of Honor will be awarded to a member of The Florida Bar who has demonstrated his or her dedication to the objectives of The Florida Bar as set out in the Rules Regulating The Florida Bar:

"…to inculcate in its members the principles of duty and service to the public, to improve the administration of justice, and to advance the science of jurisprudence."

Eligibility:

NOTE:

1. Individuals and groups are limited to one nomination per year.

2. Nomination forms submitted with only a curriculum vitae or resume will not be considered.

NOMINEE

1. NAME OF PERSON NOMINATED 4. PHONE NUMBER Ruth Becker (305) 2896029

2. TITLE 5. NOMINEE'S EMAIL County Judge [email protected]

3. ADDRESS 3117 Overseas Highway Marathon, FL, 33050 United States

1 Create your own automated PDFs with JotForm PDF Editor NOMINATOR

6. NOMINATED BY Erika Quartermaine

8. TITLE County Judge

9. ADDRESS 2002 Ringling Blvd Sarasota, FL, 34237 United States

10. PHONE NUMBER (941) 7352290

11. NOMINATOR'S E-MAIL enquartermaine@jud12.courts.org

Nominee’s Qualications:

In no more than 1,500 words, provide specic, concrete examples in one or more of the following award criteria:

1. inculcates in its members the principles of duty and service to the public

2. to improve the administration of justice

3. to advance the science of jurisprudence

2 Create your own automated PDFs with JotForm PDF Editor 12. DESCRIPTION OF QUALIFICATIONS Judge Becker has had a thirty-year distinguished career as a County Judge. Her dedication to public service and the rule of law is evident to anyone who knows her or sits in her courtroom.

One of her notable accomplishments is being a pioneer in the problem solving court arena. The very first drug court in the United States started in 1989. Only six years later, in a location that is unique in terms of geography and its socioeconomics, Judge Becker began the Monroe County Drug Court. The creation of a problem solving court – or any rehabilitation program - requires collaboration between political figures and numerous other organizations and people. It requires “buy-in” to the model and for some, a paradigm shift. To create such a program when there was very little empirical data to support it, must have been a difficult feat. Almost 25 years and hundreds or even thousands of Drug Court participants later, her work has dramatically transformed lives. This, in turn, has helped pave the way for other problem solving courts such as Mental Health Court, Veteran’s Court, DUI Court among others. The effect of the initial problem solving courts was synergistic. The number of people positively impacted from the Drug Court model today cannot be quantified. It is now a widely used model throughout the United States and the world. In creating the Monroe County Drug Court and overseeing it for almost 25 years, Judge Becker has demonstrated courage and compassion in her role as a public servant. Perhaps more significant, it is a demonstration of intellectual curiosity; she looked for and created a better answer to the problems drug crimes present. Without demonstrated successes like hers, problem solving courts would have never gained traction.

It is also important to note that she took on the role of Drug Court Judge as an additional job with no other corresponding decrease in case load. Further, she had no script or handbook. It was trailblazing and she undertook thoughtful but “out-of- the-box” actions including walking and running with drug court participants. Being a marathon runner, she wanted to share the gift of exercise. The participants met with Judge Becker to run or walk on designated days donning a t-shirt with the logo "JUDGE BECKER'S CHAIN BREAKERS". This saying and its accompanying graphic signified the chain

3 Create your own automated PDFs with JotForm PDF Editor of addiction that the participants were breaking. It must have been quite a sight to see this group exercising with the judge. Additionally, she allowed (subject to her approval, of course) certain participants to act as the judge to consider how to address those individuals who are struggling with the program.

Another instance demonstrating Judge Becker’s commitment to the people of her community and resolve to efficiently administer justice occurred after Hurricane Irma. The beauty of the Keys will stop world travelers in their tracks but the devastation of Hurricane Irma shocked even the toughest Florida natives. In the aftermath, the one road connecting all of the Keys was closed for days to ensure the bridges were safe and debris was removed. Homes and boats were gone or essentially destroyed with bits and pieces of them strewn everywhere. Utilities were non-existent. Hurricane Irma hit the hardest on Cudjoe Key, a small key just north of Key West. This is where Judge Becker lived and she lost her home. To this day, construction has not begun on her home due to the back log of construction projects. Notwithstanding the fact that she was living on a boat in the middle of what one could characterize as a war zone, Judge Becker resumed Court quickly and ensured that those inmates who had been evacuated from the Florida Keys to Palm Beach got to court as soon as possible, even if it is was in a make-shift courtroom. This is the very definition of dedicated public service.

Judge Becker has served actively in the Conference of County Judges. Also, outside of her role as a Judge, she has been very involved in a program called “Take Stock in Children”. Through this, she has served as a mentor to underprivileged youth. A child’s successful participation in the mentor program results in a full scholarship to college.

4 Create your own automated PDFs with JotForm PDF Editor Please provide a brief biographical sketch of the nominee (no more than 1,000 words).

13. BRIEF BIOGRAPHICAL SKETCH After attending Smith University and working as a microbiologist in Boston in the early 1970s, Judge Becker attended the Temple School of Law. After law school, she worked for legal aid representing migrant workers in St. Lucie County and then served in the Monroe County Public Defender’s Oce where she was ultimately promoted to Chief Assistant. In 1990, Judge Becker ran a successful campaign for County Judge and she has served in that role ever since.

5 Create your own automated PDFs with JotForm PDF Editor Articles/Letters – In addition, you may submit up to ve news or magazine articles written by or about the candidate and no more than ve letters of support from individuals or organizations. If more than ve letters are submitted, Foundation staff will determine which letters will be included with the nal nomination packet under consideration by Awards Committee members.

14. UPLOAD ARTICLES/LETTERS Article #1.pdf Article #2.pdfArticle #3.pdf Article #4.pdfLOR.pdf

NOMINATIONS ARE DUE BY FEBRUARY 1, 2019 IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT JESSICA MCCABE AT 407-960-7000 OR [email protected]

6 Create your own automated PDFs with JotForm PDF Editor THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 MEDAL OF HONOR AWARDS

2019 Lawyer Nominee Summary

Nominee: Honorable Marcia Morales Howard, United States District Judge

Year(s) Nominated: 2019

Principal Activities: For her commitment to public service, for her role in helping people understand the judicial system, and to make the justice system accessible to all.

Nominated By: Sacha Dyson, Esquire Samuel Horovitz, Esquire Margaret Hunt, Esquire

Letter(s) in Support: Honorable Timothy J. Corrigan Honorable Roy B. Dalton, Jr. William S. Graessle, Esquire Megha Parekh, Esquire Helen Peacock Roberson, Esquire

THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 MEDAL OF HONOR AWARDS

2019 Lawyer Nominee Summary

Nominee: Pedro J. Martinez-Fraga, Attorney, Bryan Cave Leighton Paisner LLP

Year(s) Nominated: 2019

Principal Activities: For his teaching and lecturing in the international law and arbitration fields; his academic writing in both public and private international law.

Nominated By: C. Ryan Reetz, Esquire

Letter(s) in Support: Honorable Jerald Bagley Honorable Thomas Logue Linda Silberman

Friday, February 1, 2019 THE FLORIDA BAR FOUNDATION

LAWYER NOMINATION FORM

Award Criteria:

The Medal of Honor will be awarded to a member of The Florida Bar who has demonstrated his or her dedication to the objectives of The Florida Bar as set out in the Rules Regulating The Florida Bar:

"…to inculcate in its members the principles of duty and service to the public, to improve the administration of justice, and to advance the science of jurisprudence."

Eligibility:

NOTE:

1. Individuals and groups are limited to one nomination per year.

2. Nomination forms submitted with only a curriculum vitae or resume will not be considered.

NOMINEE

1. NAME OF PERSON NOMINATED 4. PHONE NUMBER Pedro Martinez-Fraga (786) 322-7373

2. TITLE 5. NOMINEE'S EMAIL Partner / Global Co-Leader, International [email protected] Arbitration, Bryan Cave Leighton Paisner LLP

1 Create your own automated PDFs with JotForm PDF Editor 3. ADDRESS 200. S. Biscayne Blvd., Suite 400 Miami, Florida, 33131 United States

2 Create your own automated PDFs with JotForm PDF Editor NOMINATOR

6. NOMINATED BY C. Ryan Reetz

7. ORGANIZATION (IF APPLICABLE) Bryan Cave Leighton Paisner LLP

8. TITLE Miami Oce Managing Partner

9. ADDRESS 200. S. Biscayne Blvd., Suite 400 Miami, Florida, 33131 United States

10. PHONE NUMBER (786) 322-7370

11. NOMINATOR'S E-MAIL [email protected]

Nominee’s Qualications:

In no more than 1,500 words, provide specic, concrete examples in one or more of the following award criteria:

1. inculcates in its members the principles of duty and service to the public

2. to improve the administration of justice

3. to advance the science of jurisprudence

3 Create your own automated PDFs with JotForm PDF Editor 12. DESCRIPTION OF QUALIFICATIONS As an innovative, leading voice in the fields of public and private international law, Pedro Martinez-Fraga has drawn upon his extensive academic studies, deep practical experience, and personal creativity to promote the rule of law globally, substantially advancing the science of jurisprudence in international law and improving the administration of justice for individuals both domestically and internationally. His academic writing provides tangible evidence of his jurisprudential contributions in this regard. To date, he is the author of six books in the international law field and has written more than fifty peer-reviewed or academically-reviewed articles. He has been published in fifteen countries and in five languages. Although his work covers numerous different aspects of public and private international law, a unifying element is that it involves original thought and the development of fair and binding legal norms -- i.e., advancement of jurisprudence -- rather than simply summarizing, digesting, or rehashing existing information. A brief description of some of his books reflects this. In The New Role of Comity in Private Procedural International Law (Thomson Aranzadi 2007), Martinez-Fraga explores the concept of comity as a "new normative space" that provides a unifying legal principle applicable to a wide range of international legal issues, including enforcement of foreign judgments, foreign sovereign immunity, and jurisdiction to prescribe. He explains how the doctrine has served as a "precept of reconciliation that harmoniously converges the norms and idiosyncracies of different legal traditions and cultures as well as the foreign relations interests among members of the international community of nations", and suggests a four-factor approach to achieving this reconciliation in connection with a given legal question. In The American Influences on International Commercial Arbitration: Doctrinal Developments and Discovery Methods (Cambridge Univ. Press 2009), Martinez-Fraga explores the development of international commercial arbitration as a vehicle to "mitigat[e] the fissure between an economic order characterized by economic globalization and a fragmented transnational judicial rubric" -- and how the evolution of a wide range of issues in the American adversarial, common-law system has strengthened the roles of party autonomy and principled truth-finding in the arbitration process,

4 Create your own automated PDFs with JotForm PDF Editor leading to better and fairer resolution of international disputes. Professor George Bermann of Columbia Law School, who also serves as the Reporter for the ALI's arbitration restatement, described the book as "a magnificent portrait of the influence of American legal practice on the conduct of international commercial arbitration." Alejandro Garro, Professor of Comparative Law at Columbia, praised it as "an ideal combination of theoretical and practical insights to international commercial arbitration" that "provides a thoughtful and thorough response to questions which, as the author acknowledges, being far from certain or definitive, tend to 'chang[e] at times in fascinating ways that appear to defy man's wit.'" Finally, in Public Purpose and International Law: Rethinking Regulatory Sovereignty in the Global Era (Cambridge Univ. Press 2015), Martinez-Fraga (with the undersigned as second author) explores the doctrine of "public purpose" in international law, which appears most prominently in foreign investment protection law. After demonstrating that the historical, self-judging version of the doctrine is inadequate in today's globalized international sphere, he draws upon a wide range of different international-law contexts in which public purpose plays a role, and formulates a series of recommendations for a modernized development and implementation of the doctrine. The late David Caron, then-Dean of the Dickson Poon School of Law at Kings College London and former president of the American Society of International Law (who was subsequently appointed to serve as a judge of the Iran-US Claims Tribunal) wrote a foreword to the book in which he described it as "a learned volume that is rich in its reference to practice, masterfully broad in its reach to associated fields, and unusually deep in its reflection on how a complex river of judicial decisions and international and national instruments is shaping the course of what we will come to know as public purpose." One small measure of Martinez-Fraga's contribution is the extent to which his writings have found their way into university and other academic libraries across the globe. According to the Worldcat catalogue (worldcat.org), his American Influences book is in 190 such libraries, and his more recent Public Purpose book is in 155. His numerous law review articles (listed on his web bio at https://www.bclplaw.com/en- US/people/pedro-j-martinez-fraga.html) reflect a similar degree of innovation and influence. In addition to his scholarship, Martinez-Fraga has

5 Create your own automated PDFs with JotForm PDF Editor also contributed to the advancement of jurisprudence and administration of justice through his law practice, in which he has frequently addressed cutting-edge international law issues in a creative fashion, represented individuals in human rights matters, and represented foreign governments to promote the public good. A few examples show the broad range of his practical involvement in the field. As an arbitrator in Urbaser S.A. et al. v. The Argentine Republic, ICSID Case No. ARB/07/26, an investor- state arbitration under the auspices of the World Bank brought pursuant to the Argentina-Spain bilateral investment treaty and the International Convention on Settlement of Investment Disputes (the Washington Convention of 1965), he co- authored influential decisions on, inter alia, arbitrator issue conflicts, jurisdictional prerequisites and the availability of counterclaims under the relevant treaties. As counsel to the Chilean Republic's Council of State in matters relating to former President Augusto Pinochet, he developed new approaches to the use of 28 U.S.C. § 1782 to obtain discovery, identification, and repatriation of assets looted from the government (and obtained through other illicit means). As counsel for an incarcerated journalist and political dissident, he successfully invoked the "torture exception" to the Foreign Sovereign Immunities Act and obtained a judgment against the Cuban government and the Cuban Communist Party. Saludes v. República de Cuba, 577 F.Supp.2d 1243 (S.D. Fla. 2008) and 655 F.Supp.2d 1290 (S.D. Fla. 2009). And, as counsel to a different journalist, he brought proceedings before the Inter-American Commission on Human Rights against the Republic of Haiti for violation of multiple rights established by the American Convention on Human Rights. Other representations have included acting as counsel to investors and to states in arbitration proceedings under international investment treaties in the rapidly- developing field of investor protection law, and acting as counsel to plaintiffs in federal litigation against foreign states under the Foreign Sovereign Immunities Act for expropriations of property in violation of international law pursuant to 28 U.S.C. § 1605(a)(3). Collectively, these representations have had far-reaching implications affecting numerous lives beyond the specific interests of individual clients. Beyond his international representations, Martinez- Fraga has also contributed to the administration o

6 Create your own automated PDFs with JotForm PDF Editor f justice in the purely domestic sphere, having represented clients pro bono consistently throughout his legal career. As a young lawyer, he served as a specially-appointed assistant public defender in Miami-Dade County for five years, providing pro bono defense representation to indigent criminal defendants. During that time period and ever since then, he has assisted a wide range of people who could not afford his services, in various areas of law including criminal defense, family law, federal benefits, and civil litigation, among others. In addition to his scholarship and his law practice, Martinez-Fraga has also contributed to the advancement of the Bar's objectives by teaching international law to U.S. and foreign law students. From 2002 to 2010, he taught transnational civil litigation at the University of Miami School of Law. Since 2013, he has taught international arbitration courses at New York University School of Law, where he additionally served as a scholar-in- residence in September 2017. He is also a visiting professor at the University of Navarra School of Law in Pamplona, Spain, where he has taught a number of international arbitration courses over the years. In addition to teaching full courses at these institutions, he has also lectured on international law topics at more than 30 universities globally. Martinez-Fraga has focused much of his participation with bar organizations on working to improve domestic and international legal standards. For example, he has been active with the American Law Institute since 1999, and currently serves as an Advisor for the Restatement (Third) of the U.S. Law of International Commercial Arbitration. He has also served as a member of the Center for Human Rights Advisory Council of the American Bar Association, and currently serves on the Development Committee of the American Society for International Law. He was appointed by the Hon. Lenore Nesbitt to serve the Southern District of Florida's Advisory Committee on Local Rules and Procedures. Within The Florida Bar, he has chaired the Code and Rules of Evidence Committee, and served on the Civil Procedure Rules and Rules of Judicial Administration Committees. Finally, as with his service as ICSID arbitrator, Martinez-Fraga has volunteered to serve in additional capacities to further promote the international rule of law. On August 27, 2007, he was designated as counsel who may be appoint

7 Create your own automated PDFs with JotForm PDF Editor ed to represent victims or the accused in cases before the International Criminal Court at The Hague. On December 16, 2015, President Barack Obama appointed him as one of four U.S. delegate members to ICSID's Panel of Conciliators pursuant to the Washington Convention.

8 Create your own automated PDFs with JotForm PDF Editor Please provide a brief biographical sketch of the nominee (no more than 1,000 words).

13. BRIEF BIOGRAPHICAL SKETCH Pedro J. Martinez-Fraga was born in Cuba in 1960 and moved to Florida at the age of five. His father was a political prisoner of the Castro regime for nearly 20 years. Martinez-Fraga developed a lifelong interest in the rule of law, civil and human rights, and international law - an interest that he has pursued continuously throughout his academic and legal career. Martinez-Fraga received his B.A. summa cum laude in 1984 from St. John's College in Annapolis, Maryland, and his J.D. in 1987 from Columbia University, where he was a Harlan Fiske Stone Scholar. He later earned additional degrees from the distinguished Universidad Complutense de Madrid in Spain: J.D. and LL.M. equivalents in 2009, a diploma of advanced studies in international law in 2010, and his Ph.D., cum laude, in 2014. He is admitted to the bar in Florida, New York, the District of Columbia, and Spain. Following his graduation from Columbia, he joined the Miami office of Greenberg Traurig, and he has practiced in Miami ever since. He is currently a partner and the global co-leader of the International Arbitration practice group at Bryan Cave Leighton Paisner LLP, a law firm of more than 1,400 lawyers in North America, Europe, the Middle East and Asia. Martinez-Fraga's practice focuses on issues of private and public international law, and he handles disputes before a wide range of courts, arbitral institutions, and other fora. He has represented the Republic of Argentina, the Republic of Guatemala, the Republic of El Salvador, the Federated Republic of Brazil, the Republic of Chile, the Republic of Ecuador, instrumentalities of the Kingdom of Spain, and most recently the Dominican Republic. His more notable representations include serving as lead US counsel on behalf of the Republic of Chile in the case against former Chilean President, Commander-in-Chief of the Armed Forces and Senator pour vie Augusto Pinochet. He also maintains an active international human rights practice, serving (for example) as lead counsel in a landmark case before the Inter- American Commission on Human Rights, and having brought court cases against the governments of Venezuela and Ecuador for expropriations of private property in violation of international law. He served as a member of the Center for Human Rights Advisory Council of the

9 Create your own automated PDFs with JotForm PDF Editor American Bar Association, and on August 27, 2007, was qualified as counsel who may be appointed to represent victims or the accused in cases before the International Criminal Court at The Hague. In addition to his international human rights work, he has also represented numerous individuals in pro bono domestic litigation matters throughout his legal career. Besides serving as counsel, Martinez-Fraga frequently acts as a neutral arbitrator, including in proceedings before the World Bank's International Center for Investment Disputes (ICSID) under the Washington Convention of 1965. These cases concern whether sovereign countries have violated international law in their treatment of foreign property owners, and thus have important ramifications for the rule of law in those countries. On December 16, 2015, President Barack Obama appointed him as one of four U.S. delegate members to ICSID's Panel of Conciliators, effective February 23, 2016. He is the first Hispanic to have been so appointed in the history of the Washington Convention. Martinez-Fraga is also a noted scholar in the international law arena, having been published in fifteen countries and five languages. He has written more than 50 peer-reviewed or academically reviewed articles as well as six books on private and public procedural international law, and he is the co-editor and a contributing author of a seventh book on international arbitration. Two of his books are published by Cambridge University Press and are found in academic law libraries and legal research centers worldwide. Additionally, the Chinese Academy of Social Sciences has published two of his books in Mandarin Chinese. The Universidad del Pacífico recently honored him with a special book launch highlighting the Spanish language edition of “Public Purpose in International Law: Rethinking Regulatory Sovereignty in a Global Era” (Cambridge University Press), titled: "La Utilidad Pública en el Derecho Internacional: Una Revisión de la Soberanía Regulatoria en la Era Global." He currently serves as an Adjunct Professor at the New York University (NYU) School of Law, where he was named as Scholar-in-Residence in 2017. He previously served as an Adjunct Professor at the University of Miami School of Law from 2002 to 2010. He is also a Visiting Professor of International Litigation and Arbitration for the Global Law Program of the University of Navarra School of Law in Pamplona, Spain and an Honorary Professor of Law at the Universidad de

10 Create your own automated PDFs with JotForm PDF Editor San Ignacio de Loyola in Lima, Perú. He has lectured at more than 30 universities globally including Harvard University, Columbia University, Cornell University, NYU, Georgetown University, McGill University, Bucerius Law School (Hamburg, Germany), Leibniz Universität (Hannover, Germany), the Chinese Academy of Social Sciences, East China University, Central University of Law and Social Science (Beijing), Marmara University (Istanbul), Bilgi University (Istanbul), Istanbul Kültür University, The University of Florence, Universidad de Alcalá de Henares, King's College London, Istanbul University, and the Universidad Complutense de Madrid. He is a fellow of the Florida Bar Foundation and of the American Bar Foundation, and has worked with a number of charitable and community organizations, including serving as a board member of Aspira (a United Way agency dedicated exclusively to developing the educational and leadership capacity of Hispanic youth) and of Lighthouse for the Blind. He has also been active with the American Law Institute (serving on multiple member consultative groups and as an advisory group member for the forthcoming international arbitration restatement), The Florida Bar (serving on the Civil Procedure Rules and Rules of Judicial Administration committees, and chairing the Code and Rules of Evidence Committee), the Advisory Committee on Local Rules and Procedures of the Southern District of Florida (to which he was appointed by the Hon. Lenore Nesbitt), and other bar organizations. Among his numerous recognitions are being honored in 2001 as the "Lawyer of the Americas" by the University of Miami Inter-American Law Review.

11 Create your own automated PDFs with JotForm PDF Editor Articles/Letters – In addition, you may submit up to ve news or magazine articles written by or about the candidate and no more than ve letters of support from individuals or organizations. If more than ve letters are submitted, Foundation staff will determine which letters will be included with the nal nomination packet under consideration by Awards Committee members.

14. UPLOAD ARTICLES/LETTERS 2005-06 Miami Herald.pdf 2006-06 Super Lawyers Article.pdf 2016-02 Fla BJ Review.pdf 2017-07 Firma Interview.pdf J Bagley Letter of recommendation.pdf Judge Logue Recommendation.pdf Prof. Linda Silberman Letter of recommendation.pdf

NOMINATIONS ARE DUE BY FEBRUARY 1, 2019 IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT JESSICA MCCABE AT 407-960-7000 OR [email protected]

12 Create your own automated PDFs with JotForm PDF Editor

201 Alhambra Circle | Suite 1205 | Coral Gables, FL 33134 JERALD BAGLEY, P.A. (O) 786-304-2239 | (M) 305-342-0530 jbagleymediationservices.com ______

February 1, 2019

Awards Committee The Florida Bar Foundation 875 Concourse Parkway South Suite 195 Maitland, Florida 32751

Subject: Nomination of PEDRO J. MARTINEZ-FRAGA for the Florida Bar Foundation’s 2019 Medal of Honor Award

Dear Committee Members:

It is my great pleasure to endorse Pedro J. Martinez-Fraga for the Florida Bar Foundation’s 2019 Medal of Honor Award.

Mr. Martinez-Fraga has shown exemplary initiative and leadership skills as a law partner and co- leader of the International Arbitration Team at BRYAN CAVE LEIGHTON PAISNER, LLP. Over a period of twenty-five years or more, he has subtly and effectively altered the field of international litigation and transnational arbitration. Mr. Martinez-Fraga is a recipient of the Exclusive Winner of the 2019 Lexology Client Choice International Arbitration and ADR Award of Florida and a fellow at the NYU School of Law Scholar in Residence, September 2017. As a noted scholar, author and lecturer, his work encompasses a large body of writings, lectures and books which have made a huge influence in the many aspects of public and private international law. Additionally, Mr. Martinez-Fraga has broken many barriers and touched and enriched the lives of many far beyond the United States by managing an active international human rights practice. His appointment to the World Bank as an arbitrator clearly exemplifies the virtue of excellence in the field of international law in both litigation and transnational arbitration.

If you need additional comments or information regarding Mr. Martinez-Fraga’s nomination, please contact me directly on my cell (305-342-0530) or email me at [email protected].

Sincerely,

/s/Jerald Bagley, Esquire ______

Circuit Court Judge (Ret.) Fla. Su. Ct. Certified Circuit and Family Mediator Fla. Su. Ct. Qualified Arbitrator Panelist, AAA National Roster of Arbitrators Special Master

Super Lawyers → Super Lawyers Articles → Defying Dictators DEFYING DICTATORS For the cause of human rights, Pedro Martinez-Fraga has sued Castro, Chávez, Pinochet and Aristide

Published in 2006 Florida Super Lawyers — June 2006 by Kathie Klarreich

When Hurricane Wilma blew through South Florida in October 2005, damage was widespread. In office buildings overlooking Miami’s skyline, windows shattered like firecrackers, furniture collapsed like tinder and papers tumbled like raindrops. But 90- mile-an-hour winds weren’t about to slow down veteran lawyer Pedro J. Martinez-Fraga. Ever since he started practicing law in Miami in 1987, he has had to adjust to a variety of storms — political as well as environmental.

Martinez-Fraga makes little fuss about being displaced from his 17th-floor office after Wilma, though as an avid art collector, he bemoans not having his favorite pictures above his temporary desk: a painting of Napoleon and photos by the American photographer Edward S. Curtis of Geronimo, the fearless Apache warrior, and a young Navajo chief. These men serve as role models for Martinez-Fraga, whose personal mission statement is the United Nations Declaration of Human Rights.

A self-described workaholic, Martinez-Fraga, a youthful-looking 45-year-old, admits that he makes no distinction between work and leisure — his waking hours are dedicated to enforcing and promoting universal human rights. A lover of Greek history and pure mathematics, he considers fighting for the disadvantaged not an academic question. His father, also a lawyer, spent 20 years in a Cuban jail as a political prisoner on charges of conspiring against the state. When he was just 5 years old Martinez-Fraga, along with his mother and two sisters, left Cuba for the United States; he didn’t meet his father until he was a student at St. John’s College in Annapolis, Md.

“When my mom explained to me what a lawyer does, what my dad did, fighting for justice, that was extremely appealing,” Martinez-Fraga says, and from that very early age he knew he wanted to be a lawyer. But his first job, at 5, was shining shoes. It helped him later on, he says, because he learned how to defend himself. After he completed a job, some customers who then stepped into mud or out in the rain would return to him saying, “Hey, kid, you need to polish them again because you didn’t do a good job.” He would refuse to reshine their shoes unless they paid him again.

Martinez-Fraga graduated from Columbia Law School in 1987, where he was a Harlan Fiske Stone Scholar. He easily made the transition from being a full-time student to a full-time lawyer and has never looked back. “Being available all the time is the only way I can be responsive to my clients’ needs,” Martinez-Fraga says. His list of clients, as well as credentials, is impressive. Fluent in Spanish, English and French, and able to read German and Greek, he was named the 2001 Lawyer of the Americas by the University of Miami Inter-American Law Review. As founder and chairman of Greenberg Traurig’s International Litigation and Arbitration Department practice, and co-chair of the firm’s National and International Practice Group in this field, Martinez-Fraga has represented people and businesses from Africa to Asia to the Caribbean. He is making the biggest splash, however, with his litigation against some of the most controversial leaders in Latin America, including Fidel Castro, Hugo Chávez and Augusto Pinochet.

Martinez-Fraga is most proud of his case against the Cuban government involving Omar Rodríguez Saludes, a Cuban journalist dubbed by his colleagues as the country’s best street reporter. Saludes had been denounced by the Cuban government as being a counter-revolutionary and was barred from covering official events; he worked as an independent journalist until he was arrested — along with nearly 70 other dissidents — in a government crackdown in March 2003.

Saludes was tried and found guilty of conspiring to undermine the government of Fidel Castro. In April 2003, Martinez-Fraga filed a landmark suit on behalf of Saludes and his mother, arguing that Saludes had been unfairly incarcerated and denied due process. “It was the first time in the course of the 45-year Cuban dictatorship that anyone brought to trial a non-monetary case on behalf of a prisoner rotting in jail,” Martinez-Fraga says, his face tightening with emotion at the thought. Even without a judgment Martinez-Fraga feels victorious because Saludes’ life was spared, he has already been transferred to a better prison facility, his visitation rights have increased and conditions for his family in Cuba have improved. “The case has already been won by providing a voice for the disenfranchised, for someone living in infrahuman conditions. My mission has been accomplished,” the lawyer says. “Just being in the fight helps saves lives.”

In contrast, Martinez-Fraga’s most frustrating case has been the one filed against Venezuelan President Hugo Chávez. Martinez-Fraga, who also teaches international law at the University of Miami School of Law, filed a lawsuit against Chávez and 29 other defendants for an April 11, 2002, shooting in Caracas that resulted in the death of 19 protestors and the serious wounding of numerous others. The lawsuit charged, among other things, wrongful death, crimes against humanity, torture, assault and battery. The victims claimed that Chávez personally planned the attack on the demonstrators, who were seeking a referendum on his presidency.

Martinez-Fraga’s lawsuit was filed under an anti-piracy law that had lain dormant for nearly two centuries. But in 1980 the 2nd U.S. Circuit Court of Appeals ruled that the law could be used by a foreign national in U.S. courts against another foreign national, even if the event being tried occurred outside the United States.

Martinez-Fraga says changes in the law pertaining to service of process and Venezuela’s disregard for international law caused him to leave the case. Short of a miracle or change in law, he does not expect to reopen it; nevertheless, he has no regrets because he believes it brought the case to the public eye and emphasized that no one is above the law.

Martinez-Fraga has had much better luck as the lead U.S. counsel for the Republic of Chile with respect to the prosecution of two cases against Augusto Pinochet, the former president and head of the Chilean Army. Martinez-Fraga has retrieved documents instrumental in Pinochet’s prosecution, which ultimately led to the discovery of millions of dollars in U.S. bank accounts — accounts Pinochet’s lawyers denied existed. Pinochet, 90, has been arrested and indicted and is now under house arrest. His lawyers claim he is too ill to go to trial.

“This kind of trial sends an important message,” Martinez-Fraga says. “At the end of the day, it’s about a person who abused power in the darkest form. The opposition doesn’t care if the party in power has right- or left-wing politics. I have gone after right-wing and left-wing leaders. Nothing is more important than saving lives or stopping torture. You have to show that criminal abuse of power will come back to haunt you. Accountability is what matters, whether you live in Miami, New York, Africa or the Caribbean. We live in a world without borders.”

In 2005 Martinez-Fraga married Miami lawyer Liza Riso in Seville, Spain, “because it’s the most romantic city on the face of the earth,” he says. He met Riso at a dinner party in 2002. “I used to think that the whole idea of ‘love at first sight’ was tacky, but it really does exist,” he says.

He has not, in his travels, ever met any of the presidential leaders he has prosecuted — deposed Haitian president Jean-Bertrand Aristide, Pinochet, Castro or Chávez. “I would only care to meet them in the context of prosecution for their stark disregard for the United Nations Declaration of Universal Human Rights attendant to all persons transnational,” he says.

He does, however, travel for adventure. While in Guatemala for a case, he took time to see the Mayan ruins and visit villages that have preserved ancient civilizations. His guide refused to take him into one such village because of alleged cannibalistic practices. Martinez-Fraga laughs, recalling the scene. “I thought long and hard about going on my own,” he says. “I like to get close to the fire. It’s how I practice law. “There shouldn’t be a disconnect between the way you practice law and the way you live your life if you’re going to be genuine about both.” Public Purpose in International Law: Rethinking Regulatory Sovereignty in the Global Era Pedro J. Martinez-Fraga & C. Ryan Reetz Reviewed by Judge Thomas Logue and Daniel A. Rock How should the rule of law cabin the power of a country to expropriate the property of foreign investors for national public purposes? At one extreme, the weary and cynical answer, identified by the Athenians millennia ago, is simply “the strong do what they can and the weak suffer what they must.” At the other extreme, the facile and academic answer is that national sovereignty in this regard must immediately be limited by the terms of contract and the principles of due process.

Refreshingly, the authors of this book, two Florida litigators specializing in international arbitrations involving sovereign states, offer a more realistic, daunting, and ultimately progressive approach. While recognizing that the first approach is outdated in a world that is increasingly economically integrated, the authors acknowledge that a state may very well have two legitimate, but conflicting obligations — one owed to foreign investors and one owed to its citizens. Seeking a balance of these two competing obligations is the ambitious goal of this book.

In moving toward that balance, the authors review how the concept of public purpose justifying such a taking of foreign investor’s property has been addressed in customary international law, human rights law, the North Atlantic Free Trade Agreement, and certain model bilateral investment treaties, such as those between Canada and Jordan; and between Colombia and Japan and in foreign investment protection statutes enacted by 17 countries. The authors note that these documents often conflict with each other. Worse, they are sometimes even internally inconsistent. This confusion only exacerbates the problem and invites arbitrary actions by host states. First and foremost, the authors contend, the understanding of “public purpose,” which justifies such expropriation cannot be left to the country seizing the foreign asset. Among other reasons, that country itself may be the victim of a dictatorship or oligarchy, forms of government that are less likely to take seriously the needs of others in the international community. Instead, the definition of public purpose must reflect an internationally reached and internationally enforced consensus that addresses the concerns of both capital-exporting and capital-importing states. The definition must contain specific content that provides a basis for a reasonable discussion of whether the taking can be justified.

The outlines of such a definition of public purpose include the concepts of proportionality and bilateralism. Ultimately, the definition should address procedural matters in disputes such as presumptions and burdens of proof.

The authors bring an extraordinary background to this project. Pedro Martinez-Fraga, who was recently appointed by President Obama to the Panel of Conciliators of the International Centre for the Settlement of Investment Disputes, is a partner at the international law firm of Bryan Cave, LLP, and has represented numerous countries in international arbitrations and has served as an arbitrator in World Bank Proceedings. He obtained his J.D. from Columbia University where he was a Harlan Fiske Stone Scholar. He holds a Ph.D. in international law from Universidad Complutense de Madrid. His friends refer to him as the last Aristotelian practicing law in the United States. C. Ryan Reetz, also a partner in Bryan Cave, brings an equally distinguished background as counsel and arbitrator in international commercial disputes. He has lectured on this topic in the U.S., Europe, and Asia.

Symposiums on this book have been conducted at New York University and Kings College, London. All in all, this book is a rewarding read not only because it provides a tour-de-force technical review of the existing law in this area, but also because it reflects a mature and insightful study of how to advance the rule of law, avoid conflict, and make the world just a little less arbitrary.

Judge Thomas Logue is on the Third District Court of Appeal and Daniel A. Rock is a member of The Florida Bar. THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 MEDAL OF HONOR AWARDS

2019 Lawyer Nominee Summary

Nominee: Shari Tate, Attorney, Broward County

Year(s) Nominated: 2019

Principal Activities: For her lifelong career of serving the Broward County community as a prosecutor, and through it the State of Florida. She is being recognized for her outstanding work in the Homicide Trial Unit.

Nominated By: Jillian Tate

Letter(s) in Support: None

Thursday, November 29, 2018 THE FLORIDA BAR FOUNDATION

LAWYER NOMINATION FORM

Award Criteria:

The Medal of Honor will be awarded to a member of The Florida Bar who has demonstrated his or her dedication to the objectives of The Florida Bar as set out in the Rules Regulating The Florida Bar:

"…to inculcate in its members the principles of duty and service to the public, to improve the administration of justice, and to advance the science of jurisprudence."

Eligibility:

NOTE:

1. Individuals and groups are limited to one nomination per year.

2. Nomination forms submitted with only a curriculum vitae or resume will not be considered.

NOMINEE

1. NAME OF PERSON NOMINATED 4. PHONE NUMBER Shari Tate (954) 4617221

3. ADDRESS 5. NOMINEE'S EMAIL 5623 NW 88th Lane [email protected]..us Coral Springs, Florida, 33067 United States

1 NOMINATOR

6. NOMINATED BY Jillian Tate

9. ADDRESS 5623 NW 88th Lane Coral Springs, Florida, 33067 United States

10. PHONE NUMBER (954) 7345231

11. NOMINATOR'S E-MAIL [email protected]..us

Nominee’s Qualications:

In no more than 1,500 words, provide specic, concrete examples in one or more of the following award criteria:

a. inculcates in its members the principles of duty and service to the public

b. to improve the administration of justice

c. to advance the science of jurisprudence

2 12. DESCRIPTION OF QUALIFICATIONS Shari Tate has made a lifelong career of serving the Broward County community, and through it the State of Florida. She began her career as a Probation Officer before going to law school, then working midnight shifts at the Sexual Assault Treatment Center (now the Nancy J Cotterman Center) to make her way through school, and is now employed at the State Attorney's Office for the 17th Judicial Circuit. She is currently the first female chief of the Homicide Trial Unit - which handles non-capital and capital murder cases all throughout Broward County. She maintains an active relationship with all the families of each of her cases, being their representative all the way through the judicial process - from case filing all the way to verdict (and even through appeals). She has a spotless reputation among the office, and even among the Defense Bar and Judiciary. Shari finds time to give back to law students as well. She has gone back to St. Thomas University School of law on multiple occasions to judge mock trial competitions, speak at "Women in the Law" panel discussions, and guest-teach Trial Advocacy classes. Shari was also the first female to receive the "Prosecutor of the Year" award from the Broward County Crime Commission in 2002. Her most recent conviction is of a man who murdered a couple in Wilton Manors. After securing a guilty verdict, she went on to the penalty-phase of the case to seek the death penalty on this defendant. This trial occurred just after the Florida Supreme Court changed Florida's law on how Prosecutors may seek death on a convicted murderer. Despite the unanimity requirement, the jury still came back 12-0 in favor of the death penalty for this defendant - despite his decision to represent himself through the penalty phase. His last words to the jury before they retired to deliberate included his acceptance of his life decisions, his peace with those decisions, and reminding the jury that, "nobody really knows what happened that night. To know that, we would need an ouija board." Presently, Shari is one of the prosecutors on the team investigating and prosecuting the Nicholas Cruz Parkland shooter case that devastated South Florida. Shari was present with the families immediately afterwards to meet with police and families, while parents were learning whether their child was one of the 17 murdered. Without hesitation Shari puts her victims and their families before herself every chance she gets, which is 3 what makes her such an inspiring woman and attorney. As her daughter, my decision to go to law school and become a prosecutor myself was largely based on the career I watched my mother build my entire life. I watched her balance a high-stress career and a family, all while never letting anyone see her sweat or complain. I was fortunate enough to grow up in a household with a strong woman to emulate, who taught me to never fear failure, and to always do the right thing. Having had the opportunity to watch her in court over the past 26 years of my life, I have never seen a more professional, more respected, or more competent attorney in any courtroom. From victims, to defendants, to Defense Counsel, and to Judges, every single person Shari meets or deals with in this profession is afforded the same respect - which unfortunately is not all too common in this day and age. Additionally, she inspires those who come into contact with our world under more gruesome situations to go back out into the world and make change they feel needs to be made. In one specific situation, a sister of one of Shari's victims in the Homicide Trial Unit was so inspired by her professionalism, grace, and power in the courtroom, that she decided to apply to and attend law school. She was accepted and graduated, and later came back to the State Attorney's Office asking Shari for advice to apply to the State Attorney's Office that helped her family find peace all those years prior. She has also inspired multiple interns to remain at the State Attorney's Office post-graduation to continue fighting for those who have been victimized in our community.

Shari truly is the model for what every member of the Florida Bar should aim to be. She takes her duty as a Prosecutor seriously and holds herself to the highest standards when working in that role. No matter what is going on around her, she is always up-to-date on the most current law, never going into a courtroom blind or unprepared. She ensures the future of the Florida Bar by teaching young law students and young attorneys the right way to handle themselves in court and out. She travels frequently for the State Attorney's Office to law schools around the state, meeting with and interviewing 3L students interested in pursuing a position at the office she has made her home for the past (almost) 30 years - ensuring our office hires only the most ethical and competent attorneys to represent the State of Florida.

Shari Tate is the model attorney every member of the Florida Bar should aim to be in their careers.

5 Please provide a brief biographical sketch of the nominee (no more than 1,000 words).

13. BRIEF BIOGRAPHICAL SKETCH Shari Tate began her career in the criminal justice eld as a probation ocer in Broward County. While sitting every day in the courtroom, watching attorneys shue in and out, Shari made the decision to go to law school and become one herself. She applied and was accepted to Nova Southeastern, and worked her way through law school at the (now named) Nancy J. Cotterman Center in Fort Lauderdale - which is a Sexual Assault Treatment Center in Broward County. Shari worked midnight shifts - studying for classes in between dealing with and helping sexual assault victims through the night. During her 3L year, Shari was a Certied Legal Intern for the State Attorney's Oce in Broward County. After graduating early, Shari took the Florida Bar and resumed her role as a "CLI" with the State while awaiting bar results. Out of three "CLI's", Shari was the only one to pass that round, and was immediately offered a job as an Assistant State Attorney, working under State Attorney Michael Satz. She began working in the Misdemeanor Trial Unit, worked her way up through the Felony Trial Unit, Domestic Violence Unit, Career Criminal Unit (in which she was awarded the Prosecutor of the Year award by the Broward County Crime Commission), and ultimately the Homicide Trial Unit. After about a decade in this role, Shari was appointed the rst female Chief of the Homicide Trial Unit. During her career, Shari married BSO Sergeant Charles Tate in 1991. In 1992 she gave birth to her rst daughter, Jillian Tate, and in 1994 gave birth to her second daughter, Caitlyn Tate. In 2008, Shari re-married her current husband, retired Ft. Lauderdale Police Detective David Jenkins. Shari now has her two daughters, two step-sons, and six grandchildren. In 2002, she was the rst female to be awarded the Broward County Crime Commission's Prosecutor of the Year award for her stellar reputation and abundance of trials over the past year. Shari makes it no secret her second professional passion in life, just behind prosecution, is teaching. Her dream after retirement is to return to a local law school as a professor to inspire the next generation of Florida Bar attorneys.

6 Articles/Letters – In addition, you may submit up to ve news or magazine articles written by or about the candidate and no more than ve letters of support from individuals or organizations. If more than ve letters are submitted, Foundation staff will determine which letters will be included with the nal nomination packet under consideration by Awards Committee members.

NOMINATIONS ARE DUE BY FEBRUARY 1, 2019 IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT JESSICA MCCABE AT 407-960-7000 OR [email protected]

7 THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 MEDAL OF HONOR AWARDS

2019 Non-Lawyer Nominee Summary

Nominee: Dr. Mary Anne Frank, President and Legislative & Tech Policy Director, Cyber Civil Rights Initiative (CCRI)

Year(s) Nominated: 2019

Principal Activities: For her trailblazing field work and scholarship related to nonconsensual pornography and self-defense in Florida

Nominated By: Deborah Baker, Esquire

Letter(s) in Support: Danielle Keats Citron Dr. Holly Jacobs

THE FLORIDA BAR FOUNDATION

Report of the Medal of Honor Awards Committee March 6, 2019

Request for Action Ratification of 2019 Medal of Honor Award Committee Selection for The Jane Elizabeth Curran Distinguished Service Award

The awards committee met by telephone conference call on March 6, 2019 to consider nominees. Enclosed is a brief summary of the nominations submitted, along with copies of the full nomination and supporting materials for the committee's selectees in the Jane Elizabeth Curran Distinguished Service Award.

Board action is requested to ratify the work of the Foundation's awards committee in selecting the recipient of the 2019 Jane Elizabeth Curran Distinguished Service Award.

2019 Jane Elizabeth Curran Distinguished Service Award

Jacqueline Dowd, Managing Attorney, IDignity

Respectfully Submitted:

Juliette E. Lippman, Chair Jewel White, Vice-Chair Karen M. Buesing Robert A. Butterworth, Jr. Gregory W. Coleman John F. Harkness, Jr. Stephen R. Senn John M. Stewart

U:\wp\awards\Jane Elizabeth Curran Distinguished Service Award\ratify-2018.org.doc

5b (1 of 1)

THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 JANE ELIZABETH CURRAN DISTINGUISHED SERVICE AWARD

Nominee Summary (Carryover from 2018)

Nominee: Jacqueline Dowd, Attorney, Legal Advocacy at Work

Year(s) Nominated: 2018

Principal Activities: For dedicating her practice on advocating for the rights of the poor and homeless and others whose voices are not often heard in the justice system.

Nominated By: Anne Taylor, Development Director, IDignity

Letter(s) in Support: Nicholas J. Degel, Treasure, IDignity Hon. Frederick H. Lauten Scott Maxwell, Columist, The Orlando Sentinel The Florida Bar Foundation - 2018 Jane Elizabeth Curran Distinguished Service Award Nomination Form

Submission ID 3946124850112315604

Submission Date 2018-02-16 12:48:09

1. NAME OF PERSON Jacqueline Dowd NOMINATED

2. TITLE Managing Attorney, Legal Advocacy at Work

3. ADDRESS 424 East Central Blvd #199 Orlando FL 32801 United States

4. PHONE NUMBER (407) 353-0470

5. NOMINEE'S EMAIL [email protected]

6. NOMINATED BY Anne Taylor

7. ORGANIZATION (IF IDignity APPLICABLE)

8. TITLE Development Director

9. ADDRESS 424 East Central Blvd #199 Orlando FL 32801 United States

10. PHONE NUMBER (321) 445-1900

11. NOMINATOR'S E-MAIL [email protected]

12. DESCRIPTION OF With more than thirty years as a lawyer, Ms. Jacqueline (Jackie) Dowd has QUALIFICATIONS centered her practice on advocating for the rights of the poor and homeless and others whose voices are not often heard in the justice system. The following are some examples of her accomplishments towards making meaningful changes in civil justice.

Jackie served as Director of Clinical Programs at Florida A&M College of Law. An AV-rated attorney, she founded the Homeless and Legal Advocacy Clinic. The first clinic devoted to homeless issues in Florida. In this role, she supervised law students in providing legal services that helped homeless individuals achieve self-sufficiency.

Jackie represented a group named Food Not Bombs who were in a dispute with the City of Orlando over feeding the poor and homeless in a city park. She argued that case en banc at the 11th Circuit Court of Appeals.

In 2006, Jackie founded Legal Advocacy at Work, a non-profit law firm that provides legal services to poor and homeless individuals and families. She has, and still does, handle cases relating to collections, evictions, family law, access to public benefits and employment law.

In 2007, Jackie was a major force in the founding of IDignity, which provides identification to the homeless and poor, (see Idignity.org for more information.) Jackie currently serves as their legal counsel. In this role she acts as legal counsel for clients that are having difficulty getting birth certificates, marriage records, social security records, immigration records and other documents needed to obtain a Florida ID. IDignity has served more than 19,000 individuals and Jackie has been involved with most of these clients. Her role in this organization continues to evolve as new laws and regulations come into effect.

The Homeless Memorial Service is held annually in late December, near the longest night of the year, to remember and honor homeless individuals who have passed away during the preceding year. Jackie was instrumental in starting this event in the Orlando area and ensures that the community observes this special day annually. The Homeless Memorial brings together the community, city leaders and the homeless in an observance that has more than tripled in attendance in the last 5 years. Jackie is especially proud of the fact that we have not had to honor any “John or Jane Does” in recent years, mainly due to her efforts through IDignity.

Ms. Dowd argued before the Florida Supreme Court on homestead forfeiture in Tramel v. Stewart, 697 So. 2d 821 (Fla. 1997) and on racketeering in Department of Legal Affairs v. Bradenton Group, 727 So. 2d 199 (Fla. 1998). Her publications include Stories from the Front Lines: How a legal clinic for the Homeless Changes Lives, 36 STETSON L. Rev. 169 (2006)

In 2004, Jackie served as managing attorney of the Orlando office of Community Legal Services of Mid-Florida. She represented low-income persons in lawsuits involving housing and consumer law issues.

In 2014, Jackie was awarded the Jane Shaeffer Outstanding Homeless Advocate Award by the Florida Bar’s Public Interest Law section for her tireless efforts in advocating for the poor and homeless.

13. BRIEF BIOGRAPHICAL Jacqueline Dowd Biography SKETCH Jackie is a 1987 honors graduate of the University of Florida College of Law, where she served two terms as Managing Editor of the University of Florida Law Review and was a member of Florida Blue Key. She also earned a bachelor’s degree in journalism at The George Washington University in Washington,D.C. Before entering law school, she worked as a newspaper reporter and editor at several Florida newspapers, including The Orlando Sentinel.

Straight out of college, Jackie represented General Motors in products liability lawsuits across the United States, specializing in light truck rollover accidents.

Jackie served 11 years as a Senior Assistant Attorney General of the State of Florida, assigned to the Economic Crimes Division office in Orlando. She investigated and prosecuted consumer fraud, unfair and deceptive trade practices, racketeering and other white-collar criminal activity.

In 2004, Jackie became Managing Attorney of the Orlando office of Community Legal Services of Mid-Florida, representing low-income persons in lawsuits involving housing and consumer law issues.

In 2005-2006, Jackie served as Director of Clinical Programs at Florida A&M College of Law. An A V-rated attorney, she founded the Homelessness and Legal Advocacy Clinic and supervised law students in providing legal services that helped homeless people achieve self-sufficiency.

Today, Jackie is the Managing Attorney of Legal Advocacy at Work, a non-profit law firm serving homeless and economically disadvantaged families and individuals. Since 2008, Jackie has served as legal councel to IDignity, which helps homeless and low-income individuals obtain identification through events in several Central Florida Communities.

In 2014, Jackie was awarded the Jane Shaeffer Outstanding Homeless Advocate Award by the Florida Bar’s Public Interest Law section for her tireless efforts in advocating for the poor and homeless.

In January of this year, Jackie was named a finalist for the Orlando Sentinel Central Floridian of the Year Award.

14. UPLOAD 10 People who make better.pdf ARTICLES/LETTERS BK.pdf Central Floridian Finalist.pdf Degel support letter.pdf Lauten support letter.pdf Maxwell Dowd.pdf

Nelson letter.jpeg Superstar.pdf Nick Degel 6312 Buford Street, Suite 707 Orlando, FL 32835 407-758-5858 Cell [email protected]

February 13, 2018

Award Committee Jane Elizabeth Curran Distinguished Service Award

Dear Committee Members,

It is with great pleasure that I have worked with Jackie Dowd at IDignity, Inc. for the past six years. It is also with great pleasure that I highly recommend her for your Service Award.

“Service” is Jackie’s gift to the homeless and needy persons who come to her because they have no where else to turn. They need legal identification documents so they can move on with their lives but are stymied by many different road blocks they encounter. It may take years of legal efforts for Jackie to resolve some of these identification issues but she never quits.

As the Treasurer for IDignity, Inc. I see financial sacrifice Jackie makes serving these needy clients. Her generosity and sacrifice go above and beyond what anyone would expect and are a blessing to IDignity and to those she so unselfishly serves.

Very truly yours,

Nicholas J. Degel

Nicholas Degel

§tat.e nf 1'ilnriha Wtntlf J'Juhirial

COUNTIES OF ORANGE AND OSCEOLA FREDERICK J . LAUTEN ADMINISTRATIVE OFFICE OF THE COURTS SHIRLEY WASHINGTON CHIEF JUDGE ORANGE COUNTY COURTHOUSE JUDICIAL ASSISTANT 407 .836.2009 425 N . ORANGE AVENUE, SUITE 2010 ORLANDO, FLORIDA 32801 WWW.NINTHCIRCUIT.ORG

It is my privilege to submit this letter in support of Jaqueline H. Dowd's nomination for the Jane Elizabeth Curren Distinguished Service Award .

True to Ms. Curren's legacy, Ms. Dowd has been a powerful advocate for the poor, and has proven to be truly innovative in that advocacy . While serving as Deputy Attorney General, she advocated on behalf of those who had been taken advantage of through white collar crime . After this distinguished service, she began a firm dedicated to representing those who were underrepresented in the justice system solely because they lacked the financial means to secure representation. Through that firm, she not only represented homeless and poor individuals, but also other organizations facing opposition in advocating for them.

Using her skill and expertise, she was essential in forming !Dignity. Through IDignity,Jackie developed a system designed to bridge the gap between laws that made it difficult for the poor to obtain state issued identification, and an administrative system that could not solve identity problems. Through IDignity, Jackie has changed the lives of thousands of homeless and low income individuals by providing legal advocacy that would otherwise be unavailable . Because of her long-standing reputation for service to the homeless, I asked Jackie to serve on the Homelessness & the Criminal Justice Subcommittee in 2016.

From her service to the community as Managing Attorney of Community Legal Services of Mid Florida, to the founding of the Homeless Clinic at Florida A&M University College of Law, Ms. Dowd has been a stalwart advocate for those who are chronically underrepresented in our justice system . You will find few others who have dedicated more of their time, energy and passion to the representation of the poor and homeless in Central Florida. For this reason, Ms. Dowd is an ideal candidate for the Elizabeth Curren Distinguished Service Award .

Frederick J. Lauten Chief Judge Ninth Judicial Circuit Court of Florida

633 North Orange Avenue P.O. Box 2833 Orlando, Florida 32802-2833

February 12, 2018

To: Florida Bar members considering the Jane Elizabeth Curran Distinguished Service Award

From: Scott Maxwell, columnist, The Orlando Sentinel

Re: Jackie Dowd

I first met Jackie during an earlier stage in her career when she was trying to tackle white-collar crime as a deputy attorney general for the state of Florida. She did so valiantly. But Jackie was also working in a political system run by … well, politicians. And sometimes Jackie’s bosses pulled their punches.

Jackie, however, isn’t one to pull punches – or kowtow to wrongdoers. So she decided to find a new mission in life. Yet instead of parlaying her experience as a deputy AG into what would have certainly merited big bucks in a big firm, Jackie decide to put her legal talents to work for some who need it most … the least among us.

She now runs a nonprofit law firm in Orlando whose clients include seniors on fixed incomes, veterans, community activists, domestic-violence victims, the working poor and the homeless. And most notably, she is the legal counsel for IDignity, a charity that helps people obtain government identification documents. There she has helped thousands – literally thousands -- of people get their legal identification back.

Her office has no sweeping sky-high view of the city. Instead, she works out of a small, cramped office, and occasionally meets her clients on the street or in the woods. And she changes their lives.

In my mind, there is no higher calling for an officer of the court. So I hope you will give her strong consideration for this award.

Thank you and sincerely,

Scott Maxwell

niteb tales enate WASHINGTON,DC 20510--0905

BILL NELSON January 31, 2018 FLORIDA

Ms. Jacqueline Dowd Idignity 424 East Central Boulevard, Unit 199 Orlando, Florida 3280 I

Dear Ms. Dowd:

Iwanted to extend my heartfelt congratulations to you on your recent recognition as a finalist for Central Floridian of the Year.

This represents a well-deserved recognition of your hard work and selflessness. Iwish you ever-brighter success in your vitally important work.

10 people who make Orlando a better place to live

Scott Maxwell talks about his list of 10 people who make Orlando a better place to live.

By Scott Maxwell Taking Names

APR IL 21, 2017, 2 :15 PM I ORLAN DO

T wo years ago, I asked readers who makes Central Florida a better place to live.

I was overwhelmed with more than 100 suggestions -which says a lot about our community.

This year I asked again -and received nearly 200.

That's a lot of people doing a lot of good.

They are the people who feed the poor, mentor the wayward, finance the arts, protect the earth, heal the sick and more.

Today we take a break from the depressing and maddening to celebrate some of the unheralded people who improve the community we call home.

Stephanie Bowman, founder, One Heart for Women and Children. On a any given Saturday, Bowman hits the streets of Orlando with 1,000 peanut-butter-and-jelly sandwiches. Yes, she feeds the hungry. But her real goal is to meet the needy where they are, helping them find jobs, the strength to fight their demons and sometimes to simply offer comfort. Bowman is a one-woman tour de force, whose own life was once in shambles, who now works nonstop to help others.

Dr. Gregor Alexander, neonatologist, Winnie Palmer Hospital for Women & Babies. Thirty years ago, if you gave birth to a 2-pound baby, there was a good chance the child wouldn't survive. Today, Winnie Palmer successfully births babies half that size -as many as 120 at a time. That is thanks largely to Dr. Alexander, who helped grow a program that once could handle only six babies to one of the largest in the the United States, appropriately named the Alexander Center for Neonatology.

Mary Palmer, president-elect of the Orlando Philharmonic. Palmer isn't one who thrusts herself into the limelight. Instead, she works tirelessly behind the scenes to promote -and financially support -Central Florida's culture scene. From the Philharmonic and the Shakespeare Theater to the Osceola School of the Arts and the University of Central Florida, Palmer -a former dean of UCF's College of Education -is a workhorse, a major donor and an always-smiling ambassador.

Awilda McBryde, Orange County Sheriff s Office specialist. McBryde has worked in traffic, missing persons and more. But now her mission is to personally connect citizens with the office by running the department's civilian and teen academies. The free programs not only give citizens insight on how the office runs and teenagers a full week inside the department, they build bridges between citizens and law enforcement at a time when it's sorely needed.

Jackie Dowd, Dignity attorney. Two decades ago, Dowd was prosecuting white-collar criminals for the state. But after she grew weary of political bosses taking it easy on the bad guys, she decided to take her legal talents elsewhere. Now she's in the trenches, helping veterans, domestic-violence victims, the working poor and the homeless with!Dignity, which helps clients get government documents, identification and earned benefits. Thousands of people have jobs, homes and self-worth because of Dowd's tireless work and legal expertise.

Bakari Burns, CEO of Health Care Center for the Homeless. Take two of the toughest issues facing society today -health care and homelessness. Combine them. Now you have an idea of what Burns deals with every day in one of the lowest-wage metros in America. The Center has not only helped thousands of vulnerable citizens in Orange, Osceola and Seminole counties, it has literally saved lives.

Ryan Rivas, publisher, Burrow Press. Central Florida hasn't always been known as an intellectual hub. Ryan Rivas is trying to change that by bolstering the region's literary scene. He not only runs the independent publishing company to help promote Orlando-area authors, he helps organize public events and staged readings and runs the Fantastic Floridas online journal to help local authors' works get more attention.

Gary Cain, CEO of Boys and Girls Clubs of Central Florida. Under Cain's leadership, the Orlando club has grown to be one of the largest and most effective in the state, serving 14,000 kids daily. Cain's philosophy is to go into the neighborhoods other people want to leave. Some people simply bemoan kids who go astray. Cain and his altruistic army roll up their sleeves every day to make sure it doesn't happen.

Clayton Louis Ferrara and Chris Castro of IDEAS For Us. This 2-for-1entry features two guys who are out to save the planet from their own backyard -and shatter the stereotype of millennials as slackers while doing for Us has helped spawn the Fleet Farming urban- Support Quality Journalism START NOW > !r ideas. Their guiding principle: Don't whine. Act. Subscribe for only 99¢ ______----, _ _ __ _ .. _ ---..- - ______----..- _ help them help themselves" is the motto of this fast-growing nonprofit in Winter Garden that has transformed hundreds oflives. People show up homeless or addicted and don't leave until they have mastered trades, are living clean lives and have earned $s,ooo. You've heard the expression that it's better to teach a man to fish than to give him one. Well, Matthew's Hope does more than that. It teaches folks how to make the fishing rod and grow the bait to boot.

Readers named many more examples of people doing good -people like T.J. Legacy-Cole and Miles Mulrain Jr. in Pine Hills, Judy Charuhas with Winter Park Lost Pets and Rachel Allen with the Peace and Justice initiative. Ifyou'd like to read more, check out OrlandoSentinel.com/takingnames where you can also add names of your own. smaxwell@orlandosentinel. com

Orlando Sentinel - No-man's land: Amnesia stole his identity for 11years- Amnesia victim discovers his identity after 11 years SEPTEMBER 22, 2015. 12:32 PM When he awoke, he couldn't help authorities The man who can't remember his past came solve the mystery. to Orlando in search of a future. For more than One of the only biographical facts he recalled a decade, he called himself "Benjaman Kyle," was his birthday: He was exactly 10 years older because he didn't know his real name. than pop singer Michael Jackson.

"It was like I was a ghost," he said Monday. "You see it in the movies: Someone gets conked "Legally I didn't exist." on the head and they forget everything. Oh, yeah, right," said Jacqueline Dowd, an attorney Kyle, whose extraordinary ordeal has been with!Dignity, an Orlando organization that featured by "Dr. Phil" McGraw's syndicated TV helps homeless and other low-income people show, CNN and National Geographic, was get government-issued identification. diagnosed with retrograde amnesia 11years ago when he was found unconscious behind a "But in this case, it's true. We've seen the Burger King in Georgia. medical records that prove he does have that condition." The cleaning woman who found him near the restaurant's dumpster told a dispatcher in !Dignity invested more than two years helping Richmond Hill, Ga., a suburb of Savannah, 120 Kyle collect documents needed to prove he miles north of Jacksonville, that she thought he wasn't a ghost. was dead. He was naked and covered with fire ant bites. DNA testing, meanwhile, proved recently that

he wasn't Benjaman Kyle either.

While in the hospital, he had assumed the name Benjaman Kyle partly because the hospital staff had dubbed him "B.K." Doe -for Burger King -and partly because he thought Benjaman sounded vaguely familiar, though it's usually spelled "Benjamin."

A YouTube documentary titled "Finding Benjaman" explores his rare condition, his quest for his identity and the struggle to live in Police found nothing to identify him at the the United States without a government ID. scene and called paramedics to take him away, figuring he was homeless. The film begins: "Hello, my name is Benjaman Kyle. You don't know who I am and, quite frankly, neither do I."

It also claims Kyle was the first U.S. citizen Kyle, for instance, could work only "under the whose whereabouts were known, but who table" because he couldn't get one. nonetheless was listed on the FBI's Kidnapped & Missing Persons database. His fingerprints "Without it, you can't apply for a job, collect turned up no criminal record. government benefits, sign a lease, enroll in school, get a library card, write a check, cash a In the 2012 documentary, Kyle said, "It's pretty check and, in some places, you can't even stay pathetic if no one's actually looking for at a homeless shelter," Dippy said. someone that disappeared. Isn't there anyone important enough in your past life that would want to look for you?"

A team of genetic genealogists, led by CeCe Moore of theDNAdetectives.com, finally helped him learn his true identity.

The method was similar to a procedure developed for adopted people who want to identify their birth families.

The genealogical team compared Kyle's DNA to Kyle said he won't reveal his true identity until records in databases across the country to find he meets with relatives in Indiana, his birth clues, determined his most likely ancestral state. bloodlines by cross-checking and a process of elimination, and eventually located an older Some may have thought he was dead. brother in Indiana. He obtained his Florida ID card Monday, aided "It was so wonderful to finally see all the pieces by!Dignity, which paid the $31.50 state fee. come together for him," Moore said. The laminated card, which includes a hologram Kyle, 67, of Jacksonville could have obtained as a counterfeiting eterrent, features his his state ID card anywhere in Florida but chose picture, which he said looks "terrible," and his Orlando because it's home to!Dignity, which birth name. Brenda Haynes, who processed helped him cut through red tape to regain his Kyle's state ID, said almost everyone complains legal identity. about his or her picture.

The organization often tracks down lost birth Kyle described the ID card as "a big turning certificates, original Social Security records and point" in his struggle and exclaimed, "I now other documents, some of which have to be exist -and can prove it." amended because the names on the paperwork do not match precisely -and they have to, He said he intends to have his Social Security attorney Dowd said. number tattooed on his backside -as a precaution. "To assemble the documentation necessary for a name he hasn't used in over 10 years took Ifthat's true, it's a good thing Kyle has a state some doing," she said. ID card. Florida tattoo shops require customers to show ID. Michael Dippy, Dignity's executive director, said government-issued identification is [email protected] or 4076506361. essential to American society. Copyright © 2015, Orlando Sentinel

Celebrating outstanding contributors to our community: The final s

The Orlando Sentinel Editorial Board reveals its 5 finalists for 2017 Central Floridian of the Year.

By Orlando Sentinel Editorial Board

DECEMBER 11, 2017, 5:30 PM

wo hurricanes that struck less than two weeks apart will dominate memories of 2017 in Central Florida. Irma was the worst storm to hit our region since 2004. T Then Maria hammered Puerto Rico and launched an exodus of tens of thousands of people from the island for Metro Orlando. But there have been plenty of man-made highlights and lowlights during this eventful year, from the continued growth of our region's economy to the deaths of four law-enforcement officers in the line of duty.

For more than three decades, the Orlando Sentinel Editorial Board has marked the passing of each year by recognizing a erson or group for the positive impact they've made for our readers. What began as the Floridian of the Year in 1983 with Everglades advocate Marjory Stoneman Douglas became the Central Floridians of the Year in 2001 with the Apopka Llttle League Team. Last year, we honored the trauma team members at Orlando Regional Medical Center for their extraordinary skill and grace intreating dozens of victims from the mass shooting at Orlando's Pulse nightclub.

In 2010, we began inviting readers to submit names for us to consider. We kicked off that process for 2017 a couple of months ago; as usual, you came through with dozens of compelling nominations. You made sure we didn't overlook some unsung heroes, and you reminded us just how many talented and selfless leaders are dedicating their lives to serving others and enriching our community.

In an approach we debuted last year, we're unveiling our five finalists more than a month in advance of our awards banqJt to extend the spotlight on each one of them. We'll honor them all at that banquet on Jan. 25, then name one as our Central Floridian of the Year. We11provide more d tails soon about the event. For now, our finalists are listed below in alphabetical order. I

Jacqueline Dowd: A former Florida assistant attorney general, she now runs a law practice whose clients include domestic violence victims, seniors on fixed incomes and the homeless. She serves as the legal counsel to !Dignity, a nonprofit dedicated to helping people obtain identification cards.

Rogue Gallart: As the president of the Central Florida Disability Chamber, he has worked passionately and tirelessly with business and nonprofit partners to create career opportunities for people with disabilities, as well as veterans and developmentally challenged students.

Dave Green: The CEO of Longwood-based Feeding Children Everywhere, he oversaw a massive effort utilizing thousands of volunteers to pack an astounding 4.4 million meals for Puerto Rico after Hurricane Maria. He led similar initiatives for victims of Hurricane Irma and the Puls1nightclub massacre.

Harold Mills: One of Central Florida's most successful entrepreneurs, he built a work-force development and business consulting firm into a multinational, multibillion-dollar company. He has been a leader in multiple business, academic, civic and charitable organizations, including Llft Orlando.

Jimmy Torres-Velez: The president of the Puerto Rican Action Initiative, this veteran labor organizer helped coordinate a volunteer effort among more than a dozen Latino organizations in Central Florida to provide millions of pounds of relief supplies for victims of Hurricanes Irma and Maria.

This article is related to: Caribbean

Orlando Sentinel = Sunday's September Star: She's a 'superstar' attorney for the homeless -

Jacqueline Dowd is a brilliant, accomplished attorney with the least profitable clientele a lawyer could serve -- the broke and homeless,

Kate Santich-Contact Reporter No lawyer jokes, please. This attorney meets her clients in the woods, at the parks, in the shelters. It's a weekday morning at a Parramore homeless Dippy, executive director of Dignity, an Orlando shelter, and attorney Jacqueline Dowd -the nonprofit that helps people reclaim lost birth gentle, white-haired woman in the loud red T certificates, passports, Social Security cards and shirt -is surrounded by clients. other legal documents. "She won't stop fighting for the rights of people who've been The place is packed. It's so loud Dowd nearly has marginalized. She feels like she is their only hope to shout to be heard. -and she's usually right."

One guy can't get his Social Security card because the government got his name wrong years ago and has repeated the mistake ever since. Another is just out of prison and needs his New Jersey birth certificate to get a job. Others have been robbed, evicted, hospitalized or beaten by people who once vowed to love, honor and cherish.

Dowd will fight to help them. She usually wins.

"There's a few cases we haven't solved -yet," she says. "I never say never." Dowd now works under contract with!Dignity A former assistant attorney general for the state, through her own nonprofit law firm, Legal the 62-year-old could be making a half-million Advocacy at Work, started in 2006. It may be the dollars a year at a private firm, living in a first legal practice dedicated solely to lakeside mansion and contemplating retirement. homelessness in the state -and still one of the few in the country. Instead, she's making less than $so,ooo, tromping around in the woods or scheduling "I've seen attorneys who go through 40 or 50 appointments at Lake Eola to connect with her clients a year, but Jackie has nearly 1,000," says penniless, powerless, homeless clientele. Axel Javier of Orlando, who has needed her services. "Still, she always has a smile on her face, "The thing about Jackie is, she is fully led by her she looks you in the eye, and you know she heart, but she has a brilliant mind, and she's a actually cares. It's very genuine." bulldog at getting things done," says Michael

Though Javier, 40, now owns a pair of small Florida's real-estate infomercial king, William multimedia companies, four years ago he became Mccorkle, and she was honored for increasing homeless after being robbed at gunpoint. A legal annual recoveries for taxpayers by more than immigrant from Cuba, he quickly discovered that 400 percent. trying to get a new drivers license and birth certificate only caused his credit to be frozen, "Jackie Dowd was a flat-out superstar," said and, without proof of permanent residency, he former Attorney General Bob Butterworth. "She lost his job and then his apartment. For nearly a had some tremendous victories, and she's one of year, he lived at Orlando International Airport, the most interesting, dynamic, intelligent people washing up in the restrooms and taking the bus I've ever met." to various appointments. When Butterworth left in 2002 to run for the "Immigration took seven months to send me my Florida Senate, Dowd sensed shifting political paperwork, and during that time Jackie was the winds in the office. And midway into an only person who could help me," he says. "She investigation of Orlando boy-band mogul Lou was always calling to check on me, and if I Pearlman, Dowd says, she got the unmistakable needed to, she let me cry on her shoulder. I will message that her superiors in Tallahassee had never forget her." lost interest in pursuing the case. She resigned before they officially pulled the plug. Dowd didn't set out to be a lawyer. Adopted by Irish-Catholic parents in Boston, she moved with "It got me thinking about people whose voices her family to St. Petersburg when she was 4. An aren't heard in the justice system," Dowd says. only child and daddy's girl, she was devastated when her father died suddenly of a.massive heart These days, she works out of a crowded, walk-in attack. closet-sized office with co-workers she considers family. Single, a mother only to two cats, she calls "I was 11 and thought my dad was the greatest herself lucky. man in the world," she says. "I love this," she says. The loss changed her: "I was determined to become completely self-reliant. Whatever People tend to sense that about her. happened with anybody else, it wasn't ever going to mess me up again." "Attorneys are typically these alpha people who dominate whatever environment they're in and Smart, defiant, impatient to grow up, after high talk down to people," says Tom Pratt, an attorney school shejumped at the chance to attend The himself . "But I remember the first time I saw her: George Washington University in Washington, at Lake Eola park, in casual clothes and this D.C., during the height of the Vietnam War welcoming demeanor, unlike any attorney I'd protests. Thinking she would change the world as ever met." a journalist, she later returned to Florida to work at a series of newspapers, including the Orlando Pratt was attending law school at night at the Sentinel. But at 32, she changed course, enrolling time and was looking for volunteer legal in law school at the University of Florida. opportunities. Dowd, he says, changed his professional path -and his life. She loved it, graduating with honors. "She taught me that it's not about the numbers Her first job was in products liability on your paycheck," he says. "It's what goes representing General Motors before taking a post through your head as you wake up, look in the with the Florida Attorney General's Office, mirror and start another day." becoming supervisor of the Orlando Economic Crimes Unit, prosecuting consumer fraud. Her Copyright © 2015, Orlando Sentinel team helped win a conviction against Central

THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 JANE ELIZABETH CURRAN DISTINGUISHED SERVICE AWARD

Nominee Summary (Carryover from 2018)

Nominee: Thania Diaz-Clevenger, Civil Rights Director, CAIR-FL

Year(s) Nominated: 2018

Principal Activities: For her tireless commitment to help those in need of legal assistance and for growing an institution’s capacity to help people across the entire state.

Nominated By: Hassan Shibly, Chief Executive Director, CAIR-FL

Letter(s) in Support: None included The Florida Bar Foundation - 2018 Jane Elizabeth Curran Distinguished Service Award Nomination Form

Submission ID 3939632977317406318

Submission Date 2018-02-09 00:28:24

1. NAME OF PERSON Thania Diaz-Clevenger NOMINATED

2. TITLE Civil Rights Director

3. ADDRESS 8076 N. 56 Street Tampa FL 33617 United States

4. PHONE NUMBER (813) 5141414

5. NOMINEE'S EMAIL [email protected]

6. NOMINATED BY Hassan Shibly

7. ORGANIZATION (IF CAIR-FL APPLICABLE)

8. TITLE Chief Executive Director

9. ADDRESS 8076 N. 56 Street Tampa FL 33584 United States

10. PHONE NUMBER (813) 5414321

11. NOMINATOR'S E-MAIL [email protected]

12. DESCRIPTION OF One of the greatest blessings in my life is being blessed to work with Thania QUALIFICATIONS Diaz Clevenger and watch her over the years build an institution that provides pro-bono legal services to hundreds of people a year and educates thousands every year about understanding and protecting their legal rights.

Thania is a dedicated, committed, selfless individual that works tirelessly to help those in need of legal assistance who would not be able to find justice without Thania’s help. I cannot tell you how many times I have seen clients with tears of joy and gratitude as a result of Thania’s assistance.

Not only does Thania directly assist people, but more importantly she has grown an institution to be able to help people across the state. It is one thing to directly assist those in need as one individual, but another to increase capacity by growing an institution with a team of people that can exponentially assist more people. Within a few months after joining CAIR-FL as executive director, I hired Thania for the part time role of Civil Rights Director. Thania had worked briefly for the EEOC, but this was her first legal job after law school.

She built a network with experienced attorneys to learn how to best serve the community, and has grown CAIR-FL’s civil rights department to have a staff of 8 people, including 5 attorneys, offering pro-bono assistance to victims of discrimination, hate crimes, and civil rights violations. She also opened an immigrant’s rights department to assist people seeking asylum, or facing immigration issues such as unreasonable naturalization delays. Last year the civil rights department received over 1,000 calls for help and took on hundreds of clients.

She, along with her legal team, also provide Know Your Rights trainings to communities around the state and on site legal clinics at community centers to help thousands.

Many of the people Thania and her legal team assists would never have been able to afford legal help otherwise.

Since Thania’s work is not driven by profit, she and her team are able to spend lots of time guiding clients on how to protect their rights, acquire proper accommodation, protect against discrimination, and correctly follow proper protocols to vindicate their rights, while avoiding the need for litigation all together. This type of hand holding and guidance that is designed to actually avoid litigation and attorney fees would not be practically available to clients otherwise. Thania is a Cuban-American Catholic, and many of CAIR-FL’s clients are Muslim or immigrants from the Middle East, and it is extremely inspiring to see how passionately Thania fights for the rights of diverse communities.

There are countless stories of long hours and dedicated work where Thania made the impossible happen and brought tears of joy to clients. Most importantly however, Thania has built an institution that will protect any victim of discrimination in the state of Florida who seeks its help.

13. BRIEF BIOGRAPHICAL Thania is a Cuban American from Key West, who grew up helping manage her SKETCH family's restaurant. She attended Stetson law school in Tampa, and now is the Civil Rights director of the largest Florida American Muslim community based civil rights organization.

Thania Diaz Clevenger, the daughter of Cuban immigrants, was born and raised in Key West, Florida. Her parents are entrepreneurs in the restaurant industry and taught her the importance of hard work and education. Her parents having been raised in a Communist country also instilled in her a deep appreciation of freedom and equality.

Thania graduated Magna Cum Laude from the Saint Leo University with a degree in Criminal Justice. She subsequently graduated from the Stetson University College Law School and was awarded for her many hours of community service. It was during law school that Thania’s rediscovered her passion for justice and equality and concentrated her studies on civil rights. Among her studies was a course focusing on Constitutional Law and Civil Rights Movement, which included an experience-based travel course to historic places identified with The Civil Rights Movement and personal discussion sessions with more than 20 former Civil Rights Movement veterans, civil rights lawyers, political and media figures. Thania was admitted to the Florida Bar in July 2012.

During her life Thania has had the opportunity to hold many different positions and is fortunate for the experience. Most recently, Thania had the privilege of being employed by the US Equal Employment Opportunity Commission and was in charge investigating allegations of employment discrimination. She now looks forward to joining CAIR and protecting the civil liberties of all American’s.

During her free time, Thania enjoys spending quality time with her husband of nine years and their young son.

5 Articles:

http://www.centrotampa.com/ce/list/noticias-locales/abogada-cubana-defensora- de-la-comunidad-musulmana-20160728/ (A version of this article translated by google is attached)

https://www.local10.com/news/local/aclu-cair-lawsuit-claims-miami-dade-jails- deny-religious-meals-to-muslims

http://dailycaller.com/2015/02/10/muslim-civil-rights-group-to-represent-black- man-attacked-while-legally-carrying-gun-into-wal-mart/

https://www.cair.com/press-center/press-releases/12521-cair-florida-thanks- hillsborough-county-school-board-for-captioning-meetings.html

https://www.facebook.com/CAIRNational/posts/10154051012732695

14. UPLOAD Cuban Lawyer Defender of Muslim Community.pdf ARTICLES/LETTERS

2/9/2018 Abogada cubana: Defensora de la comunidad musulmana

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77 3 3 0 Cuban lawyer: Defender of the Muslim community

Fundamental task The cases that arrive at the CAIR office require commitment and understanding of the current situation. Photo: Juan Carlos Chávez http://www.centrotampa.com/ce/list/noticias-locales/abogada-cubana-defensora-de-la-comunidad-musulmana-20160728/ 1/6

2/9/2018 Abogada cubana: Defensora de la comunidad musulmana

By Juan Carlos Chávez CENTRO Tampa Posted in: July 28, 2016 Updated on: August 3, 2016 at 04:53 PM

TAMPA - Thania Díaz's parents left Cuba in the seventies. The communist revolution of Fidel Castro already had a decade in power and the brake on the freedoms of the Cuban population silenced the democratic efforts of the opposition movement.

Díaz took the paternal example as a compass of life.

"From them I learned the value of living in a country of freedoms and respect for the rights of others," said Díaz. "That is something that has no price."

Diaz's parents settled in the United States to improve their living conditions and know the 'taste' of freedom. Eventually they moved to Key West and sowed the seed of a thriving business, El Mesón de Pepe restaurant.

"My parents started with a winery, something very modest, where they sold Cuban sandwiches and stuff. Then they opened a restaurant, "commented Díaz. "What they achieved is a source of great pride for the family."

Those conditions of the Cuba that Díaz's parents left and the joint effort to get ahead, did not go in vain. In fact, they were a fundamental element so that, sooner rather than later, a young Diaz began to focus her attention on the defense of the rights of the people, the freedom of religion and social justice.

His taste for laws and academicism marked a new seal for the family, more dedicated to trade and the sale of food.

"I grew up in a restaurant environment," recalled Díaz. "But I decided that I wanted to be an attorney and that's how I started working in several offices in Key West as an assistant. They were my first steps in addressing social and civil problems. "

Diaz is the youngest of three brothers and the first to achieve a university degree in law. At 32, she is the director of the Civil Rights Department of the Council on Islamic-American Relations (CAIR) in Florida.

The CAIR is a non-governmental organization that was established in 2001 to fight not only against the stereotypes of Muslims and Islam but to defend the civil liberties of the citizen population and minorities. The group, national in scope, has offices in Tampa and Pembroke Pines, Florida.

Diaz's office is simple but effective. Operates as a center that opens its doors to monitor and follow the course of complaints and anything that represents an abuse of civil rights. But it is also a point that combats the discrimination that affects the Muslim community and minorities in a wide range of issues.

The objective of the CAIR is to respect the rights of the people and reach a mutual understanding, while encouraging constructive dialogue, justice and social understanding.

The multiplication of objectives requires a high commitment and dedication from Diaz.

"That is why we try to teach what Islam is and what it is not. We do this through interviews with the press, reports, seminars and classes with the community, "said Díaz.

The agenda is not simple.

After the suicide bombings in Paris, in November 2015, the Muslim community in general has been the target of greater pressure and siege. The terrorist attacks in the French capital and the http://www.centrotampa.com/ce/list/noticias-locales/abogada-cubana-defensora-de-la-comunidad-musulmana-20160728/ 2/6

2/9/2018 Abogada cubana: Defensora de la comunidad musulmana suburb of Saint-Denis caused the death of 137 people and more than 400 were injured.

The attacks were claimed by the so-called Islamic State, a terrorist group that has nothing to do with religion, the sense of union and the values professed by the Muslim community in the world.

Sin embargo, según el CAIR e informes de agencias internacionales de noticias, se ha registrado un aumento del vandalismo contra mezquitas y centros islámicos, así como ataques de odio y amenazas de violencia.

A escala nacional las denuncias de acoso y la retórica antiislámica han llegado a cuestionar la política de refugiados. Las declaraciones de candidatos presidenciales y algunos gobernadores que se oponen a la llegada al país de refugiados de países como Siria han puesto más obstáculos para un entendimiento oportuno.

En meses recientes CAIR denunció ataques aislados contra mezquitas en los estados de Texas, Nebraska y Florida. Asimismo informó sobre disparos contra el domicilio de una familia musulmana en Orlando y grafitis con amenazas contra un estudiante egipcio en la Universidad de Connecticut.

En el estado de Florida los delitos de odio contra los musulmanes en esta campaña electoral no han sido la excepción, según CAIR, incluyendo denuncias de acoso escolar y vejaciones a las mujeres que visten el hiyab (velo musulmán) .

Los temores en tiempos de convulsión política y social exigen una entrega mayúscula, añadió Díaz. En ese sentido, la abogada cubanoamericana precisó que la desinformación no es un mal menor entre los hispanos.

“Hay mucho desconocimiento sobre la comunidad musulmana y hay una gran diferencia con esas personas que hacen cosas horribles contra la humanidad”, precisó Díaz.

El trabajo y compromiso de Díaz ha fortalecido aún más el rol de CAIR en Florida precisamente cuando más se necesita.

Wilfredo A. Ruiz, director de Comunicaciones de CAIR, dijo que el apoyo y profesionalismo de Díaz han sido fundamentales en el avance de la entidad. Calificó el trabajo de la abogada cubanoamericana de ejemplo de superación para la comunidad hispana y la mujer floridana.

“La colega Thania Díaz Clevenger ha sido instrumental en lograr el nivel organizacional superior que goza el Departamento de Derechos Civiles del CAIR”, comentó Ruiz en un correo electrónico enviado a CENTRO Tampa. “Sobre su espalda está dirigir un departamento que vela por los derechos civiles de minorías étnicas y religiosas. Esa labor, dada la coyuntura política que vivimos los hispanos y los musulmanes, es una labor crítica, necesaria y encomiable”.

En la misma frecuencia de ideas se refirió Bilal Saleh, miembro del consejo ejecutivo del Islamic Society of New Tampa.

“Durante años ella ha mostrado un compromiso para servir a la comunidad musulmana de la Florida y tratar de comprender nuestras prácticas religiosas y culturales”, comentó Saleh. “Ha sido decisiva en la transformación del departamento jurídico y una institución de la que la comunidad puede sentirse orgullosa y depender en tiempos de necesidad”.

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Raquel Esther Ache Leonard · Toronto, Ontario Que interesante.. Considero interesante la educacio . Respeto las relgiones No estoy de acuerdo con lo que grupos fundamnetalistas, fanaticos hacen Aqui en nuestra America somos amplios democraticos y la bondad de un pais bajo Dios.Se deben tomar medidads profundas de conciencitazion del respeto que esta religion debe exigir de estos grupos terroristas.Ellos mantienen una posicion de silencio. Seria muy sano que tomaran calles o avenidad o parques y de una manera pacifica con sus rezos o como consideren marcar de queeestan totalmente en contra de lo que estos terroristas hacen en nombre de su religion. Esto deberia ser en todo el mundounirse tan fuerte como han demostrado que su religion..Con todo mi respeto y consideracion..

Like · Reply · 1 · Jul 28, 2016 6:53pm

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http://www.centrotampa.com/ce/list/noticias-locales/abogada-cubana-defensora-de-la-comunidad-musulmana-20160728/ 6/6 THE FLORIDA BAR FOUNDATION AWARDS COMMITTEE 2019 JANE ELIZABETH CURRAN DISTINGUISHED SERVICE AWARD

Nominee Summary

Nominee: Kathy Para, Attorney, Jacksonville Area Legal Aid,

Year(s) Nominated: Year(s) Nominated: 2019

Principal Activities: She is being recognized for energizing pro bono efforts in Northwest Florida; and her role in creating and implementing the Jacksonville Bankruptcy Pro Se Assistance Clinic.

Nominated By: James Kowalski, Jr., Esquire

Letter(s) in Support: Honorable Hugh Carithers Honorable Timothy J. Corrigan Collette B. Cunningham, Esquire Honorable Kate L. Dearing Honorable Steven M. Fahlgren Honorable Jerry A. Funk

Thursday, February 14, 2019 THE FLORIDA BAR FOUNDATION

NOMINATION FORM

Award Criteria:

The Jane Elizabeth Curran Distinguished Award will be awarded on an annual basis to an individual whose career in providing services to the poor has been extraordinary. Nominees could include legal aid lawyers, foundation lawyers or employees, non-lawyer legal aid staff, or other public service or governmental staff who, through their efforts, have achieved meaningful, effective and lasting increases for civil justice.

Eligibility:

The nominee must be a Florida resident and must be actively engaged in a career providing services to the poor.

NOTE:

1. Individuals and groups are limited to one nomination per year.

2. Nomination forms submitted with only a curriculum vitae or resume will not be considered.

NOMINEE

1. NAME OF PERSON NOMINATED 5. NOMINEE'S EMAIL Kathy Para [email protected]

2. TITLE Director of Pro Bono (retired)

3. ADDRESS 126 West Adams Street Jacksonville, FL, 32202 United States

4. PHONE NUMBER (9043568371) 3568371

1 Create your own automated PDFs with JotForm PDF Editor NOMINATOR

6. NOMINATED BY Jim Kowalski

7. ORGANIZATION (IF APPLICABLE) Jacksonville Area Legal Aid

8. TITLE President & CEO

9. ADDRESS 126 West Adams Street Jacksonville, FL, 32202 United States

10. PHONE NUMBER (9043568371) 3568371

11. NOMINATOR'S E-MAIL [email protected]

Nominee’s Qualications:

In no more than 1,500 words, provide specic, concrete examples on how this individual has achieved meaningful, effective and lasting increases for civil justice which has been extraordinary.

12. DESCRIPTION OF QUALIFICATIONS It is my privilege to nominate Kathy Para, Esquire, for the Jane Elizabeth Curran Distinguished Service Award. Kathy is an extraordinary force in pro bono. Her inspirational energy, her drive to be involved in the community, and her innovative approach to filling unmet needs, forged Kathy into the right leader at the right time to expand access to civil justice in meaningful, effective, and lasting ways for thousands of low-income and otherwise vulnerable Floridians.

Kathy led the pro bono division at Jacksonville Area Legal Aid (JALA), most recently as Director of Pro Bono, for the past ten years until her retirement last month When Kathy took on the role of leading the pro bono division in January of 2009, it was still recruiting volunteer attorneys from the private bar and placing cases the old fashioned way – phone calls and paper mailers. In the decade since then, Kathy has transformed the pro bono project into a state- of-the-art model of best

2 Create your own automated PDFs with JotForm PDF Editor practices.

Kathy’s Innovative Approach – From day one, Kathy immediately took action to improve the pro bono project’s capacity to serve clients in need. She conducted a study of how existing methods were working, and what changes might be made to increase the participation of pro bono attorneys. With her findings in hand, she set out methodically and incrementally improving the project by incorporating technological advances to improve efficiency, and building in more incentives for private attorneys to volunteer.

Incorporating Technology: Kathy was among the first to fully embrace the relatively new statewide electronic case management system. She led the division in going paperless, which ultimately paved the way for the rest of the organization. She instituted email as the default form of communication in accordance with pro bono attorney preference. She created a written protocol to guide staff and orient volunteers on how to use these electronic tools to effectively refer, place, and manage pro bono cases. Then, Kathy envisioned and implemented a web-based pro bono case placement tool, whereby redacted case summaries were uploaded to a section of JALA’s website that was built for pro bono attorneys, and which facilitated electronic case acceptance and other information sharing between JALA and the volunteers. The success of this innovation made it the model for the Florida Bar Foundation’s Pro Bono Matters program that is now used statewide.

Incentivizing Volunteer Recruitment: Listening to pro bono attorneys (and having had experience as a pro bono attorney herself), Kathy knew that traditional pro bono opportunities did not always mesh well with all of the diverse practice areas, levels of experience, and professional commitments of those who otherwise wanted to engage in volunteering. So, she created a wider range of opportunities for prospective volunteers.

Kathy added more intake and informational clinic opportunities, and created a host of community outreach events that enable attorneys with limits on their time or outside practice to get involved with the community, including special populations of interest like older adults and veterans. She enlisted volunteer attorneys to present recorded webinars that serve as training resources for others wanting to learn new practice areas, get

3 Create your own automated PDFs with JotForm PDF Editor courtroom experience, or get CLE credit in exchange for helping clients. Volunteer attorneys may serve as mentors or co-counsel, e.g. she partnered the Bar’s appellate committee with JALA staff for technical support. And in her latest brainchild, she has organized supportive pro se clinics that offer help with drafting motions and pleadings, and possibly limited representation, by a blended force of staff and pro bono attorneys in areas of high need, specifically evictions from private housing, substandard housing conditions cases, and filing guardian advocacy petitions.

Increases in Participation: Kathy’s innovation and incentivizing has successfully increased participation. The average number of pro bono cases closed in the last decade significantly increased over the previous decade by 27%. Because attorneys were given more ways to serve than litigating cases, the number of attorneys participating substantially increased by 72%, and the total number of hours contributed more than doubled at 187%.

Kathy’s Community Involvement – Kathy brought to her role a history of volunteerism and leadership, as described in her bio below. She wasted no time reaching out to the justice community, developing lasting and productive relationships.

Pro Bono Leadership: Kathy has been constantly engaged in pro bono work locally, statewide, and nationally. She has been a long-serving chair and otherwise valuable working member of the Jacksonville Bar Association’s Pro Bono Committee (2009-2018), led the Pro Bono Coordinators for the State of Florida in 2016 and 2017, and served on the host committee bringing the ABA/NLADA Equal Justice Conference to Florida in 2012. These connections have given her outlets to share best practices, and otherwise promote pro bono work. For example, an offshoot of her involvement with the Jacksonville Bar Association is her weekly column in a partner publication, The Jacksonville Daily Record, where she “spotlights” how pro bono attorneys make a difference in the lives of their clients, motivating others to get involved.

The Heart of Pro Bono: Kathy fosters meaningful pro bono linkages between clients in need and other justice-serving organizations, by promoting their pro bono opportunities in her column, an

4 Create your own automated PDFs with JotForm PDF Editor d serving as a point of contact for all. She collaborates on special service projects with the JAG Corps, the Jacksonville Women Lawyers Association, various bar associations and committees, the ABA, the United Way and a host of social service organizations, the Global Exchange, various law school faculty and student groups, and virtually any person or group wanting to give time or talent to the cause of justice.

Collaborative Successes: Kathy’s working relationships with community partners has resulted in a number of successful initiatives that expand civil justice, including the Federal Bar Association Legal Assistance Program. After years coordinating the U.S. Middle District Court of Florida’s informational bankruptcy clinic, Kathy collaborated with the Court, the Clerk of Court, and the Jacksonville Chapter of the Federal Bar Association, to pilot a general civil clinic wherein federal pro se litigants could meet with lawyers one-on-one to get their procedural and other questions answered. The pilot was staffed with JALA staff attorneys, and has worked so well that it has continued to be funded, and is now being duplicated in Orlando and Tampa.

Kathy’s Inspirational Energy – Kathy has been recognized by her colleagues locally and statewide, not just for her impressive accomplishments, but for the graceful and energetic way she inspires others to promote equal justice.

Pro Bono Contributions: Before joining JALA, she was recognized for her own pro bono work, and received: the Florida Bar President’s Pro Bono Service Award, Fourth Judicial Circuit, 2003; JALA’s Equal Justice Award, 2005; and the Florida Supreme Court, Outstanding Pro Bono Service Award, 2002-2007.

Pro Bono Leadership: As a leader in promoting pro bono work, she was named Jacksonville Woman Lawyer of the Year, 2010; and Jacksonville Bar Association, Chairperson of the Year, 2010. In 2018, she received the Federal Bar Association, Jacksonville Chapter’s, 12th Annual “Spirit of Giving” Award; and the Jacksonville Women Lawyers Association (JWLA) recently announced that the association’s annual project to provide an opportunity for a law student to work as an intern at Jacksonville Area Legal Aid will have a new title: “The JWLA Kathy Para Student Internship

5 Create your own automated PDFs with JotForm PDF Editor at JALA.” In announcing the recognition, JWLA President Jamie Karpman said, “It’s the perfect way to commemorate her retirement by honoring her commitment to justice and mentoring.”

As a demonstration of support for this nomination, we’ve attached letters from State Circuit Court Judge Steve Fahlgren, writing in his capacity as former JALA Board Chair and a pro bono attorney himself; Federal Bankruptcy Judge Jerry Funk, writing about Kathy’s work on behalf of the pro se bankruptcy clinic; Federal District Court Judge Timothy Corrigan, expanding on Kathy’s work in establishing the federal pro se clinic; Senior Circuit Judge Hugh Carithers, detailing Kathy’s work on the Fourth Circuit Pro Bono Committee, and Collette Cunningham, President of the Jacksonville Federal Bar Association, also noting the success of the federal pro se clinic.

We have numerous articles written about Kathy, but we thought we would include her recent “Thank You” article, where she extends her gratitude to everyone else. It is a perfect example of who Kathy is - we would not have said “yes,” had she not put the programs and people in place to make saying “yes” work for the thousands of clients, in the Northeast Florida area and beyond, who have been helped by her work.

Please provide a brief biographical sketch of the nominee (no more than 1,000 words).

13. BRIEF BIOGRAPHICAL SKETCH Kathy’s commitment to others started young, watching her father as a U.S. Navy aviator and watching her mom, Helen, who, as Kathy puts it, was “always a volunteer” and “always engaged.” Kathy has spent much of her adult life determined to give back as a way of saying thank you to those who guided her on her path.

After graduating from UCF, Kathy initially worked as a speech therapist and in remedial reading, working with kids with speech and language issues and with hearing disorders.

It was while working with these kids, after starting an after school remedial reading program in the Brooklyn neighborhood of Jacksonville, that Kathy reconnected with then-JALA Executive Director Paul Doyle and his family - a connection that had started many years earlier when the Navy family was stationed in Jacksonville and Paul was Kathy’s youth leader at Riverside Presbyterian

6 Create your own automated PDFs with JotForm PDF Editor Church.

She opened the first Jazzercise studio in Jacksonville and then, after participating in Leadership Jacksonville, made the decision to go to law school - with the intent and the goal of working for Legal Aid.

That word “intent” is a perfect descriptor for Kathy. She has led a very intentional life, and when she puts her mind to something, it gets done.

Kathy Para graduated with honors from Florida Coastal School of Law in 2000. During law school, she served on Law Review, as a Federal Judicial Intern in the Eleventh Circuit Court of Appeals, and as an intern for the Office of General Counsel for the City of Jacksonville. She has been recognized for her numerous community volunteer and professional initiatives and was a member of the Leadership Jacksonville Class of 1995.

Before joining JALA, Kathy shared her time and talent as a pro bono attorney, from 2002 to 2008, completing over 50 emancipation cases and serving as mentor and coach for young people who did not have access to family support. For this work, she received the Florida Bar President’s Pro Bono Award.

Kathy joined the JALA staff in 2009 to serve as the Pro Bono Development Coordinator. Under Kathy’s leadership, in 2011 JALA started the online case review system that later served as the model for the Bar Foundation’s Pro Bono Matters program, that is now statewide. She helped start the Federal Bar clinic that currently serves pro se litigants in Jacksonville, Orlando and Tampa and was the impetus behind our pro se conditions clinic, which helps tenants prepare their own conditions notices.

At every step, she has given back, and has more than repaid her mom, Helen, and others who helped her on her journey. Through her work, her drive and her sheer niceness, Kathy has positively impacted the lives of thousands of pro bono clients and lawyers in this State.

Articles/Letters – In addition, you may submit up to ve news or magazine articles written by or about the candidate and no more than ve letters of support from individuals or organizations. If more than ve letters are submitted, Foundation staff will determine which letters will be included with the nal nomination packet under consideration by Awards Committee members.

7 Create your own automated PDFs with JotForm PDF Editor 14. UPLOAD ARTICLES/LETTERS 2019 Jane Curran Award - Letter of Support (Judge Fahlgren).pdf Jax Daily Record article on Kathy.pdf Jax Fed Bar - Kathy Para.pdf Kathy Para Jane Currant Award (Judge Funk).pdf LOS for Kathy - Judge Carithers .pdf letter of support from Judge Corrigan.pdf

NOMINATIONS ARE DUE FEBRUARY 15, 2019 IF YOU HAVE ANY QUESTIONS, PLEASE CONTACT JESSICA MCCABE AT 407-960-7000 OR [email protected]

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From the desk of Hugh Carithers Senior Circuit Court Judge

February 6, zotg

Re: 2otg Jane Curran Distinguished Service Award - Letter of Support

Dear Madam or Sir:

It is with great enthusiasnr and pleasure that I endorse the nomination of Kathy Para to receive the ,Jane Curran award. I have been an observer of efforts to foster prn bono services by Florida lanyers for 45 years. I have done so through, among other things, my membership on the Boards of Directors of The Florida Bar Founclation, Florida Legal Services and Jacksonville Area Legal Aid. I had the opportunity to chair the latter two Boards. I also served on the 4th Judicial Circuit Pro Bano Commiltee from its inception, and was its Chair for many years until my retirement as a judge at the end of zor8. It is from this perspective that I write.

I began working r,r'ith Kathy 10 years ago when she became Pt'o Borto Coordinator for Jacl

During her tenure, Kathy Para also became the leader of all pro bono coordinators in the state, chairing their association. As such, she worked directly with the Bar's standing committee onpro bono, helping to foster their increased efforts. In northeast Florida in particular, she directly increasedpro bono activities by lawyers exponentially.

I had the opportunity last Fall to introduce Kathy to a crowd of over 3oo at our annual pro bono recognition banquet. There I noted that her official title is pro bono coordinator for JALA, but that her unofficial title is "Florida's Queen of Pra Bono." My remark generated a lengthy, standing ovation by all present. The recognition slie received from her peers should be replicated state wide through the presentation of the ,Iane Curran Award to her.

Thank you,

Senior Circuit Judge

Divorce/Child Custody Find a Pro Bono Val-, Irbe-, Losartan Recall - Chapter 7 Bankruptcy Lawyer - Free - Potential Cancer Risks. 10 Years of complex Family Law Find the Right Lawyer in Your Rivero Mestre-Miami is investigating experience. Affordable and Area. Save Time - Describe Your claims from contaminated Sartan Efficient. stephendotylaw.com Case Now! lawyerslegallaws.com drugs. riveromestre.com

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JAX DAILY RECORD THURSDAY, FEB. 7, 2019 10:06 AM EST Pro Bono: Reflecting on 10 years of hearing ‘yes’ to help those in need

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SearchLocal lawyers comprise an invincible team.

by: The Jacksonville Bar Association Staff Writer

By Kathy Para, Pro Bono Committee Chair I am dedicating this, my final, article to you because you have stepped up over and over again to assist with your legal expertise thousands of people in need.

For the past 10 years, it has been my honor and joy to see you making a positive difference in our community. You have said “yes” to veterans, seniors, single parents, immigrants, people with disabilities, caregivers, children, people starting over and other people who need someone on their side.

You have been advocates, champions, listeners, warriors and field-levelers.

Hundreds of attorneys have volunteered for Ask-A-Lawyer, estate planning intake night, the Veterans Legal Collaborative, advance directives night, Guardian Advocacy Pro Bono Project, Name Change Pro Bono Project, Citizenship Day, Family Law Group information clinics, Lawyers in Libraries, pro se bankruptcy assistance clinic, seal/expunge and civil rights restoration, PREV NEXT ARETIvCLiEction Defense Self Help Project, intake night at the City Rescue Mission AaRnTdICLE Missing Link.

You have taken cases referred from federal, state and county judges; cases from Guardian Ad Litem, Jacksonville Area Legal Aid, the Northeast Florida Medical Legal Partnership and Three Rivers Legal Services; and cases that you identify in your offices, serving clients who seek help but can’t afford to pay you.

You have mentored other pro bono attorneys, reviewed cases, created Search documents, presented webinars, provided consultations and shared ideas.

You live your oath with intention and commitment: “I will never reject, from any consideration personal to myself, the cause of the defenseless or oppressed . . .” 6. Report of the Budget & Finance Committee

The Florida Bar Foundation AGENDA ITEM 6.a. Budget and Finance Committee Report to Board March 15, 2019

Action: Request to reallocate unspent funds from FY 2018-19 Budget for grants management system and staffing needs In reviewing the current 2018-19 budget, it appears that we will not be spending at least $100,000 in budgeted Professional Services. We are requesting the committee to approve $80,833 of those funds to be applied toward the replacement of a grants management system (GMS) and to address staffing needs and changes. Each is discussed below.

1. Grants Management System ($78,333)

As discussed, and explained previously, the Foundation’s current GMS is a “one-off” project that was designed and built by LegalServer (LS) and the Foundation more than a decade ago in connection the Foundation’s decision to offer all Florida grantees access to LegalServer’s case management system through a universal contract between LS and the Foundation.

During many discussions with staff and LS, we have determined that our current GMS is extremely cumbersome and unable to provide the needed technology for the Foundation to effectively administer its grant programs. In short, GMS has been unwieldy, “clunky” and is now dated. LS has reiterated that grants management systems are not their mainstream product, but they built it for the Foundation upon request back when we purchased the Case Management System for the legal aid grantees. Service and support for this product has been less than satisfactory. As a result, staff has begun the process of vetting software vendors for grants management systems with the aid of our IT consultant, James Haggard.

We are currently looking at 5-6 companies and each has responded to a detailed request from us and has agreed to demonstrate their product for our review and consideration. Based upon the 2016 IdealWare Consumer Guide, we estimate the cost to “build” the system to be approximately $75,000. We also estimate that it will cost about $20,000 per year to maintain the system.

We would like to have the system in place prior to July 1, 2019 so that it will be ready for the first round of FY 2019-20 grants.

Page 1 of 2

6a (1 of 2)

Therefore, the request for monies to be applied to this project for FY 2018-19 is:

$75,000 (build out costs) $ 3,333 (2 months maintenance costs [$20,000 annual cost estimate]) $78,333

2. Staffing/Personnel Costs ($2,500)

Two positions, Development Director and Executive Assistant, have been vacated recently. These events will result in reduced expenses in FY 2018-19, but there exists a real need for a grants coordinator position and some funding is needed for temporary help in the interim. Overall, $2,500 may be needed in order to fill these needs.

In short:

a. Executive Assistant (EA) – Jessica McCabe’s position ended effective February 1, but she agreed to work remotely on an hourly basis as needed. Her replacement, Nancy Rodriguez, is scheduled to start March 20, 2019. The Foundation will realize approximately $14,300 in reduced expenses in FY 2018-19 as a result.

b. Development Director (DD) – Donna Marino Kirtland resigned effective March 13, 2019. Michelle Fonseca has been named the Interim Development Director. This repositioning will produce a $12,800 reduction in Foundation expenses for FY 2018-19.

c. We have hired a temporary part-time employee to assist Foundation departments, and to assist in multiple grants applications and processing. This cost is projected to be $7,500 through June 30.

d. Staff has recognized the need for permanent, full time administrative assistance in the grants department. The high end of the salary range for a grants administrator is $70,000. If we hired at the high end of the range, we would exceed the current Personnel Expenses budget by approximately $2,500. Of course, if we hire a grants coordinator at less than $67,500, we will not need the $2,500 reallocation.

Consequently, staff requests the committee to recommend to the board to 1) approve the position; and 2) reallocate $2,500, as needed to the Personnel line items for the balance of FY 2018-19.

U:\wp\committees\Budget and Finance\agenda\2019 March 14\B&F Committee - Agenda Item #3 Report March 14, 2019.docx Page 2 of 2

6a (2 of 2) 7. Report of the Development Committee

THE FLORIDA BAR FOUNDATION BOARD OF DIRECTORS MEETING March 15, 2019

RESTRICTED GIFTS REPORT

Policy on the Acceptance of Restricted Gifts:

In order to facilitate acceptance of contributions to the Foundation which are donated for purposes restricted by the donor, the board of directors delegates to the executive director the authority to accept donor- restricted contributions for the benefit of existing Foundation grant programs and activities which have been previously approved by the board of directors, subject to the concurrence of the affected staff grant program director. The acceptance of such restricted contributions over $1,000.00 shall be reported at the next meeting of the board of directors.

Gifts accepted by the Executive Director under this policy since the December 7, 2018 board meeting, are listed below.

Donor Date Amount Restriction Eddie Farah 12/10/2018 $3,000 Annual Dinner Sponsor Searcy Denney Scarola 12/17/2018 $5,000 Annual Dinner Sponsor Barnhart & Shipley, PA The Florida Bar 12/27/2018 $27,000 Equal Justice Works Fellowships

Coker Law 1/22/2019 $3,000 Annual Dinner Sponsor Family Law Section 1/26/2019 $75,000 Children Legal Services of The Florida Bar Business Law Section 1/28/2019 $6,000 Annual Dinner Sponsor of The Florida Bar The Florida Bar 1/28/2019 $3,000 Annual Dinner Sponsor Young Lawyers Division 2/4/2019 $1,500 Florida Pro Bono Matters of The Florida Bar Peterson & Myers, PA 2/4/2019 $3,000 Annual Dinner Sponsor

Shutts & Bowen PA 2/4/2019 $6,000 Annual Dinner Sponsor Birnhaum, Lippman 2/25/2019 $6,000 Annual Dinner Sponsor & Gregoire, PLLC

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/Restricted Gift Report 7a (1 of 1) Development Activities Summary: Annual Appeals and Major Gifts * * Represents contributions processed through Development's Raisers Edge Database. Note: Use of contribution is assigned by donor intent, funds are assigned and recorded by finance as regulations require. Examples include pass thru contributions, event costs, development operation costs, staff costs and % of executive salaries as of 03/06/2019

Annual

Annual Campaign Year No. Donors No. Gifts Average Gift Total Committed $800,000.00 $700,000.00 2013-2014 3765 4157 $ 117.20 $ 487,217.90 $600,000.00 2014-2015 4202 4694 $ 127.11 $ 596,676.32 $500,000.00 2015-2016 3944 4617 $ 129.10 $ 596,049.93 $400,000.00 2016-2017 4390 5178 $ 132.52 $ 686,201.37 $300,000.00 2017-2018 4227 4866 $ 153.53 $ 747,096.22 $200,000.00 2018-2019 4003 4330 $ 123.74 $ 535,785.91 $100,000.00 $-

$4,500,000 Major Gifts * Major Gifts Year (10K+)* Total Committed $4,000,000 Includes: Cy Pres, Pass Thru No. Donors No. Gifts Average Gift (does not include contributionsSettlements etc. pledges) $3,500,000

2013-2014 6 8 $ 54,375.00 $ 435,000.00 $3,000,000 2014-2015 5 5 $ 303,139.97 $ 1,515,699.84 2015-2016 11 39 $ 44,597.01 $ 1,739,283.36 $2,500,000 2016-2017 10 31 $ 8,446.24 $ 261,833.36 $2,000,000 2017-2018 14 34 $ 51,481.32 $ 1,750,364.98 $1,500,000 2018-2019 8 21 $ 199,226.42 $ 4,183,704.75 $1,000,000 2012-2013: $462,000 cy pres award. $500,000 2013-2014: $100,000 Batchelor Foundation direct pass thru to grant. 2014-2015: $1.395 million BOA settlement. $- 2015-2016: $500,000 cy pres, $500,000 Citicorp settlement, $500,000 Chase Bank settlement, and other individual and Section gifts. 2016-2017: $100,000 Batchelor Foundation direct pass thru to grants and David Prather pledge to Summer Fellows. 2017-2018: $700,000 Florida Attorney Charitable Trust, JPB Foundation, Cy Pres and Ohio Bar 2017-2018: $500,000 cy pres, $25,000 Criminal Law Section 2018-2019: $3.6 M Engle Case, $75K Family Law (pmt, 2nd pldge will be recorded on pmt), $25K Criminal Law Section, $341,897 Phillips v. T.D. Bank Cy Pres Data provided by Raisers Edge dashboard "Campaign Summary"

7b (1 of 10) Children's Legal Services Campaign with The Florida Bar Fee Statement Ask as of 03/06/2019

SUGGESTED # OF GIFTS CONTRIBUTION TOTAL GIFTS AVERAGE 2010-11 2847 $45 $149,287 $52.44 2011-12 2512 $100 $193,459 $77.01 2012-13 2680 $100 $215,417 $80.38 2013-14 3309 $100 $276,008 $83.41 2014-15 3537 $100 $306,088 $86.54 2015-16 3455 $100 $326,122 $94.39 2016-17 3830 $100 $361,776 $94.46 2017-18 3684 Variable data $355,743 $96.56 2018-19 3891 Variable data $402,815 $103.52

$450,000 $402,815 $400,000 $361,776 $355,743 $350,000 $326,122 $306,088 $300,000 $276,008

$250,000 $215,417 $193,459 $200,000 $149,287 $150,000

$100,000

$50,000

2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/Children's Legal Services 7b (2 of 10) The Florida Bar Foundation KIDS DESERVE JUSTICE License Plates for Children's Legal Services Fiscal Year July 1 - June 30

as of 2/27/2019

TOTAL # OF GROSS NET OF FEES CAMPAIGN YEAR PLATES SOLD/ CONTRIBUTIONS CONTRIBUTIONS RENEWED RECEIVED RECEIVED 2010-11 1741 $43,525 $43,049

2011-12 1650 $41,250 $40,699

2012-13 1594 $39,850 $39,362

2013-14 1610 $40,250 $39,724

2014-15 1539 $38,475 $38,011

2015-16 1558 $38,950 $38,379

2016-17 1517 $37,925 $37,249

2017-18 1513 $37,825 $37,198

2018-19 1043 $26,075 $26,075

$45,000 $40,699 $39,362 $39,724 $40,000 $38,011 $38,379 $37,249 $37,198

$35,000

$30,000 $26,075 $25,000

$20,000

$15,000

$10,000

$5,000

$0 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/KDJ Liense Plate 7b (3 of 10) BRIDGE TO BRONZE APPEAL Cumulative Giving: Total of All Gifts for an individual or organization Bridge to Bronze Society $2,000 - $4,999 as of 3/6/2019

CAMPAIGN YEAR NO. SOLICITED NO. OF DONORS TOTAL GIFTS 2014 - 2015 3 $ 2,089 2015 - 2016 1007 36 $ 21,543 2016 - 2017 1293 43 $ 24,933 2017 - 2018 2075 28 $ 20,700 2018 - 2019 2157 40 $ 15,228

$30,000

$24,933 $25,000 $21,543 $20,700 $20,000 $15,228 $15,000

$10,000

$5,000 $2,089

$- 2014 - 2015 2015 - 2016 2016 - 2017 2017 - 2018 2018 - 2019

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/.Bridge2Bronze 7b (4 of 10) The Florida Bar Foundation FELLOWS PROGRAM as of 3/06/2019 Includes Members of 90 Leadership Academy - Class II 80 70 60 50 40 30 20 10 0 2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19

CAMPAIGN YEAR # OF FELLOWS 2012-13 13 2013-14 16 2014-15 78 2015-16 63 2016-17 32 2017-18 33 2018-19 15

Note: Bold names indicate new FBF Fellows since last board meeting FELLOWS FY 2018 - 2019

1 Beranton J. Whisenant, Jr.* 07/02/18 Miami, FL 2 Sangeeta Banerjee 07/05/18 Port St. Lucie, FL 3 Francine Walker 07/26/18 Tallahassee, FL 4 Rosalyn Sia Baker-Barnes 08/01/18 West Palm Beach, FL 5 Jeffrey Rynor 08/14/18 Miami Beach, FL 6 Michael B. Chesal 08/17/18 Ft. Lauderdale, FL 7 Anne Pollack 08/19/18 St. Petersburg, FL 8 Kimberly A. LaScala* 08/27/18 West Palm Beach, FL 9 Maria C. Gonzalez 09/13/18 Ft. Lauderdale, FL 10 Raymond Reid 12/06/18 Jacksonville, FL 11 Anthony Musto 12/27/18 Hallandale, FL 12 Gregory Martin 02/05/19 Maitland, FL 13 Santo DiGangi 02/13/19 West Palm Beach, FL 14 Jennifer Arthur 03/01/19 Plantation, FL 15 Jason A. Rodriguez 03/01/19 Dunedin, FL

* Fellow Posthumously U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/Fellows 7b (5 of 10) The Florida Bar Foundation END OF YEAR Campaign Fiscal Year July 1 - June 30 as of 3/06/2019

CAMPAIGN # OF GIFTS TOTAL GIFTS AVERAGE YEAR 2010-11 115 $ 13,448 $116.94 2011-12 110 $ 16,702 $151.84 2012-13 22 $ 7,650 $347.73 2013-14 186 $100 $ 27,935 $150.19 2014-15 346 $ 64,007 $184.99 2015-16 265 $ 69,042 $260.54 2016-17 326 $ 62,347 $191.25 2017-18 244 $ 66,822 $273.86 2018-19 295 $ 59,517 $201.75

Total Year End 2018 - 2019 # of gifts Committed Full Letter 36 $ 9,051 Online Gifts 59 $ 13,291 Tear-Off 200 $ 37,175 295 $ 59,517

$80,000 $69,042 $66,822 $70,000 $64,007 $62,347 $59,517 $60,000

$50,000

$40,000 $27,935 $30,000

$20,000

$10,000 $7,650

$- TOTAL GIFTS

2012-13 2013-14 2014-15 2015-16 2016-17 2017-18 2018-19

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/End of Year 7b (6 of 10) Tax Preparation Contribution Summary as of 3/06/2019

FISCAL YEAR # OF GIFTS TOTAL GIFTS 2014-15 89 $13,114 2015-16 136 $21,910 2016-17 78 $12,290 2017-18 79 $13,493 2018-19 44 $8,143

$25,000 $21,910

$20,000

$13,114 $13,493 $15,000 $12,290

$8,143 $10,000

$5,000

2014-15 2015-16 2016-17 2017-18 2018-19

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/Tax Preparation Summary 7b (7 of 10) MAJOR GIFTS Fiscal Year 2017-2018 (July 1 - June 30) as of 3/06/2019 *Includes Pledges FY 2017 - 2018

DATE DONOR/ SOURCE AMOUNT FUND DESIGNATION

08/09/17 Bruce B. Blackwell, Esquire $31,000 FSU College of Law

09/26/17 Anonymous $27,000 Equal Justice Works

10/09/17 Anonymous Foundation $250,000 Hurricane Relief for Immigrants

11/20/17 Florida Attorneys Charitable Trust Inc. $741,202 Unrestricted

12/15/17 Carl J. Domino, Esquire $11,600 Unrestricted

12/15/17 Ohio State Bar Foundation $10,000 Hurricane Relief Gil Steel, et al. v. Universal Property 01/19/17 and Casualty Ins. Co $70,327 Unrestricted

02/06/18 Family Law Section of The Florida Bar $75,000 Children's Legal Services Loan Repayment 04/17/18 Criminal Law Section of The florida Bar $25,000 Assistance Program

05/16/18 Liggio Law - Cy Pres Award $500,000 Unrestricted $1,741,129 FY 2018 - 2019

DATE DONOR/ SOURCE AMOUNT FUND DESIGNATION

06/21/18 William P. Sklar, Esquire $10,000 Unrestricted

07/25/18 Criminal Law Section of The Florida Bar $25,000 Loan Repayment Assistance Program

10/10/18 Carl J. Domino, Esquire $10,220 Unrestricted

11/05/18 Phillips v. T.D. Bank, NA - Cy Pres Award $341,897 Children's Legal Services

01/20/19 Family Law Section of The Florida Bar $75,000 Children's Legal Services As prescribed by Court Order to distribute to qualified legal aid organizations in the Middle 02/15/19 Engle Cases Order $3,623,987 District of Florida

$4,086,105

CAMPAIGN PERIOD TOTAL GIFTS 2012-2013 $930,416 2013-2014 $527,805 2014-2015 $1,565,007 2015-2016 $1,750,000 2016-2017 $305,000 2017-2018 $1,741,129 2018-2019 $4,086,105

4500000 $4,086,105 4000000

3500000

3000000

2500000

2000000 $1,750,000 $1,741,129 $1,565,007 1500000

$930,416 1000000 $527,805 500000 $305,000 Includes cy & settlement pres Includes BOA Includes BOA settlement Includes FL Trust Charitable cy& pres 0 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 2017-2018 2018-2019

2012-2013: $462,000 cy pres award. 2013-2014: $100,000 Batchelor Foundation direct pass thru to grant. 2014-2015: $1.395 million BOA settlement. 2015-2016: $500,000 cy pres, $500,000 Citicorp settlement, $500,000 Chase Bank settlement, and other individual and Section gifts. 2016-2017: $100,000 Batchelor Foundation direct pass thru to grants and David Prather pledge to Summer Fellows. 2017-2018: $700,000 Florida Attornies Charitable Trust, $500,000 Cy Pres, $25,000 Criminal Law

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/Major Gifts 7b (8 of 10) Note: Legacy for Justice (as of 3/06/2019) Bold names indicate new legacy members since last board meeting The Legacy for Justice recognizes those who have included the Foundation in their estate planning, made a gift or pledge of more than $10,000, directed a significant cy pres award to the Foundation, or facilitated a colleague’s major gift. We offer the members of this prestigious group our sincerest gratitude for their deep and abiding commitment to the Foundation.

Louie N. Adcock, Jr.* ** The JPB Foundation Akerman LLP Jeffrey M. Liggio* Anonymous Fund Central Florida Foundation Laird A. Lile* Anonymous Fund Community Foundation of Sarasota County, Inc. Tom H. Loffredo* Tod Aronovitz* Miles A. McGrane, III* The Batchelor Foundation Kathleen S. McLeroy* James L. Bell* Anonymous Bruce B. Blackwell* Melissa A. Moss* Buchanan Ingersoll & Rooney Mellon United National Bank Philip M. Burlington Anonymous A. Hamilton Cooke* John* and Pam Noland* Robert W. Fisher* ** John* and Nora Patterson* Valorie S. Chavin Roderick N. Petrey* Carl J. Domino* Polaszek, Berman, Hansen Anonymous Lou Ann Powell* The Florida Bar Appellate Practice Section David C. Prather* The Florida Bar Business Law Section Ruden McCloskey Smith Schuster & Russell, PA The Florida Bar Criminal Law Section William P. Sklar* The Florida Bar Family Law Section Searcy Denney Scarola Barnhart & Shipley P.A. The Florida Bar General Practice, Solo and Small Firm Section John Woolslair Sheppard* The Florida Bar Real Property, Probate & Trust Law Section Geoffrey S. Stahl The Florida Bar Trial Lawyers Section Larry* and Pat Stewart The Florida Bar Young Lawyers Division Rhonda D. Stroman* Florida Lawyers Legal Insurance Corporation Stroock Stroock & Lavin LLP Florida Lawyers Mutual Insurance Company Russell Troutman* ** The Flourish Fund of Gulf Coast Community Foundation Marvin A. Urquhart, Jr.** Brian K. Gart* ** William A. Van Nortwick, Jr.* ** Deborah P. Goodall* Robert Craig Waters* GrayRobinson, PA Marshall C. Watson Maria E. Henderson* Jewel White* William O.E. Henry* ** Erin Whittemore Lohmiller Michael J. Higer* Kent G. Whittemore J. Wayne Hogan* Hon. John D. Wessel* ** Holland & Knight LLP John Yanchunis* Michael J. Howell, The Howell Family Fund Burton Young* T. Glenn Jackson, Jr.* ** Edward H. Zebersky Scott T. Johni

* FBF Fellow ** Deceased

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx\Legacy 7b (9 of 10) LIFETIME GIVING HISTORY SECTIONS & DIVISIONS OF THE FLORIDA BAR as of 3/06/2019

Family Law Section $375,000

Young Lawyers Division $298,308

Trial Lawyers Section $226,000

Business Law Section $131,400

Criminal Law Section $125,000

Real Property, Probate & Trust Law Section* $50,470

Appellate Practice Law Section $50,000

Solo and Small Firm Section $10,500

Adminstrative Law Section $2,500

Tax Section $1,300

Health Law Section $1,250

Workers' Compensation Section $1,000

Alternative Dispute Resolution Section $1,000

International Law Section $500

City, County and Local Govenrment Law Section $250

Young Lawyers Division-Law Student Division $200

Note: * RPPTL reflects a $50,470 refund to FBF in past sponsor fees paid by the Government Lawyer Section $20 Foundation, rather than a direct section contribution.

U:\Departments\Development\REPORTS\Development Campaigns Performance Analysis.xlsx/Section Gifts 7b (10 of 10) SPONSORSHIP OPPORTUNITIES Thursday, June 27, 2019 | Boca Raton Resort & Club S ite of 2019 Annual Florida Bar Convention

PRESENTING SPONSORSHIPS Exclusive Opportunities

MEDAL OF HONOR AWARD SPONSOR - $7,500 SPONSORSHIP BENEFITS: KEYNOTE SPEAKER SPONSOR - $7,500 • Option ot introduce award, speaker or video presentation on stage (2 minute podium time) VIDEO PRODUCTION SPONSOR - $7,500 • Full-page congratulatory recognition in program (sponsor to provide) PAUL C. DOYLE CHILDREN’S ADVOCACY AWARD SPONSOR - $6,000 • 10 tickets to event • Listed as presenting sponsor in program and signage JANE ELIZABETH CURRAN DISTINGUISHED SERVICE AWARD SPONSOR - $6,000 • Reserved VIP table with signage • 1 bottle each of red and white wine at VIP table PRESIDENT’S AWARD FOR EXCELLENCE SPONSOR - $6,000

TABLE SPONSORSHIPS EVENT VIP SEATING SPONSOR - $6,000 CONTRIBUTOR TABLE SPONSOR - $3,000 • Listed as event sponsor in program and signage • Listed as contributor in program • Reserved VIP table with logo signage • Table signage • 10 tickets to event • 8 tickets to event • Bottle of red and white wine at VIP table • Half-page congratulatory recognition in program • Full-page congratulatory recognition in program (sponsor to provide) (sponsor to provide)

PROGRAM PRINT OPTIONS Program print sponsorships do not include admission to the event. FULL-PAGE PROGRAM PRINT PLACEMENT - $1,000 HALF-PAGE PROGRAM PRINT PLACEMENT - $600 • Full-page congratulations or firm • Half-page congratulations or firm advertisement (sponsor to provide) advertisement (sponsor to provide) • High Resolution Digital Art: .tif, .jpeg, .pdf or • High Resolution Digital Art: .tif, .jpeg, .pdf or .eps preferred .eps preferred • Full-page: 4.5” wide x 7.5” tall (no bleed) • Half-page: 4.5” wide x 3.5” tall (no bleed)

875 Concourse Parkway South, Suite 195, Maitland, FL 32751 407.960.7000 | toll free 1.800.541.2195 | fax 407.960.3765 | www.TheFloridaBarFoundation.org7c (1 of 2) SPONSORSHIP OPPORTUNITIES Thursday, June 27, 2019 | Boca Raton Resort & Club S ite of 2019 Annual Florida Bar Convention

Contact Name: Title: Company Name: Address: City, State, Zip code: Name to appear in event program (if different): Phone: Fax: Email:

PLEASE COMPLETE: [ ] Medal of Honor Presenting Sponsor - $7,500* [ ] Keynote Speaker Sponsor - $7,500* [ ] Video Production Sponsor - $7,500* [ ] Paul C. Doyle Children’s Advocacy Award Sponsor - $6,000* [ ] President’s Award for Excellence Sponsor - $6,000* [ ] Jane Elizabeth Curran Distinguished Service Award Sponsor - $6,000* [ ] Event VIP Seating Sponsor - $6,000 [ ] Contributor Table - $3,000 Marketing contact that will be providing [ ] Full-Page Program Print Placement - $1,000 logo & artwork: [ ] Half-Page Program Print Placement - $600 Name: ______Telephone: ______[ ] Please send invoice to the attention of:______[ ] Check enclosed payable to: Email: ______The Florida Bar Foundation Attn: Donna Marino Kirtland, CFRE Development Director 875 Concourse Parkway South, Suite 195 Maitland, FL 32751 For more information call (407) 960-7017. To be recognized in the published program, this form must be received by April 25, 2019. Sponsorships received after April 25, 2019, will be gratefully accepted, but may not be recognized in the publication materials. * Exclusive sponsorship - assigned based on first commitment received.

A COPY OF THE OFFICIAL REGISTRATION (#SC-1897) AND FINANCIAL INFORMATION MAY BE OBTAINED FROM THE DIVISION OF CONSUMER SERVICES BY CALLING 1-800-435-7352 WITHIN THE STATE OR VISITING ONLINE AT WWW.800HELPFLA.COM. REGISTRATION DOES NOT IMPLY ENDORSEMENT, APPROVAL OR RECOMMENDATION BY THE STATE. 7c (2 of 2) 8. Report of the Investment Committee

THE FLORIDA BAR FOUNDATION Combined Portfolio Update Estimated Values as of March 5, 2019

A business of Morgan Stanley

Investment Consulting Services 201 East Pine St, 11th Floor Orlando, FL 32801 (800) 869-0007 or (407) 849-4717 Chris Bridges, CFP®, CIMA®, CPFA, Institutional Consulting Director Sandro Maisuradze, CFA, Institutional Consulting Analyst 8a (1 of 9) FL Bar Foundation – Combined March 5, 2019

Florida Bar Foundation Composite Portfolio $32,879,470

COA MLTI Endowment

$10,530,579 $17,550,226 $4,798,664

MLTI Endowment Balanced Portfolio STCA $5,123,217 $110,093

MLTI Endowment Liability Matching Portfolio (LMP) LTIP $12,427,009 $4,688,571

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(2 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. FL Bar Foundation – COA March 5, 2019

Florida Bar Foundation COA

$10,530,579

Federated Inst'l Prime Oblig Is (POIXX) MM 660-016032 $5,898,993

M S AAA Inst' l M one y T r ust Cash / MM 660-016032 $1,005,325

Federated Inst'l Prime Oblig Is (POIXX) MM 660-050774 3,626,261

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(3 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. FL Bar Foundation – MLTI March 5, 2019

Florida Bar Foundation MLTI Composite $17,550,226

Large Cap Equity Small/Mid Cap Equity International & EMquit Ey Alternative Investments Fixed Income Cash /MM

$997,579 $440,262 $1,272,797 $693,857 $13,626,283 $519,448

Vanguard S&P 500 Index (VOO) Riverbridge Partners Oppenheimer Int'l Gr Y (OIGYX) Tortoise MLP & Pipeline I (TORIX) MetWest Itrm-term Bnd I (MWIIX) Cash AAA (BDPS) Large Cap Blend Small/Mid Growth Int'l Growth MLPs Interm-Term Fixed Income Cash/MM 660-037397 660-014777 660-037397 660-037397 660-037397 660-014779 $896,607 $222,709 $309,947 $279,385 $1,009,847 $606

PowerShares (PRF) TS&W SMID Value Vanguard FTSE Devpd. Mkts (VEA) Invesco Balanced Risk (ABRYX) PGIM HY Z (PHYZX) Federated Prime Oblig. IS (POIXX) Large Cap Vaue Small/Mid Value International Equity World Allocation High Yield FI MM 660-037397 660-027804 660-037397 660-037397 660-037397 660-014779 $100,972 $217,553 $299,985 $152,309 $270,271 $431,070

Oakmark Int'l Adv (OAYIX) FPA Crescent (FPACX) U.S. Gov. Securities (LMP) Cash CGA Int'l Value Moderate Duration U.S. Gov Bonds Cash/MM 660-037397 660-037397 660-032128 660-037397 $343,785 $158,069 $12,346,165 $6,928

Lazard EM AC L (e stmt.) Cash/MM (LMP) Emerging Markets Managed Futures Cash/MM 660-027820 660-034193 660-032128 $319,080 $104,094 $80,844

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(4 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. FL Bar Foundation – MLTI Balanced & LMP March 5, 2019

Florida Bar Foundation - MLTI-Balanced Recomm. IPS Asset Allocation Guidelines Asset & Manager Allocation 3/5/2019 Asset Classes Min Target Max Allocation ($) (%) Large Cap Equity 0% 19% 25% 19.5% Large Cap Equity $ 997,579 19.5% 17.5% Vanguard S&P 500 Index (VOO) $ 896,607 17.5% 2.0% Invesco FTSE RAFI US 1000 (PRF) $ 100,972 2.0% Small/Mid Cap Equity 0% 8% 13% 8.6% Small/Mid Cap Equity $ 440,262 8.6% 4.3% Riverbridge SMID Growth $ 222,709 4.3% 4.2% TS&W SMID Value $ 217,553 4.2% International Equity 0% 18% 23% 18.6% International Equity $ 953,717 18.6% 6.0% Oppenheimer Int'l Gr Y (OIGYX) $ 309,947 6.0% 5.9% Vanguard FTSE Devpd. Mkts (VEA) $ 299,985 5.9% 6.7% Oakmark Int'l Adv (OAYIX) $ 343,785 6.7% Emerging Markets Eq 0% 5% 10% 6.2% Emerging Markets Eq $ 319,080 6.2% 6.2% Lazard EM $ 319,080 6.2% TOTAL EQUITIES 50% 52.9% $ 2,710,638 52.9% REITs 0% 3% 8% 0.0% REITs $ - 0.0%

Commodities /MLPs 0% 4% 9% 5.0% Commodities /MLPs $ 279,385 5.5% 5.0% Tortoise MLP & Pipeline I (TORIX) $ 279,385 5.5% TOTAL REAL ASSETS 7% 5.0% $ 279,385 5.5% Managed Futures 0% 3% 8% 2.0% Managed Futures $ 104,094 2.0% 2.0% ACL (estmt.) $ 104,094 2.0% Hedged /Liquid ALTs 0% 3% 8% 6.1% Hedged /Liquid ALTs $ 310,377 6.1% 3.1% FPA Crescent (FPACX) $ 158,069 3.1% 3.0% Invesco Balanced Risk (ABRYX) $ 152,309 3.0% TOTAL HEDGED 6% 8.1% $ 414,472 8.1% Intermediate Term FI 0% 24% 31% 22.2% Intermediate Term FI $ 1,009,847 19.7% 22.2% MetWest Itrm-term Bnd I (MWIIX) $ 1,009,847 19.7% High Yield FI 0% 5% 10% 5.3% High Yield FI $ 270,271 5.3% 5.3% PGIM HY Z (PHYZX) $ 270,271 5.3% Emerging Markets FI 0% 3% 8% 0.0% Emerging Markets FI $ - 0.0% 0.0% TOTAL FIXED INCOME 32% 27.5% $ 1,280,118 25.0% Cash & MM 0% 5% 100% 6.6% Cash & MM $ 438,604 8.6% 0.0% Cash AAA (BDPS) $ 606 0.0% 6.4% Federated Prime Oblig. IS (POIXX) $ 431,070 8.4% 0.1% Cash CGA $ 6,928 0.1% PORTFOLIO 100.0% 100.0% Total$ 5,123,217 100.0% = Florida Bar Foundation - MLTI-LMP Recomm. Asset & Manager Allocation 3/5/2019 Asset Classes Min Target Max Allocation U.S. Govt. Fixed Income 0% 100% 100% 99.3% U.S. Govt. Fixed Income $ 12,346,165 99.3% 99.3% U.S. Gov. Securities (LMP) $ 12,346,165 99.3% Cash /MM 0% 0% 10% 0.7% Cash /MM $ 80,844 0.7% 0.7% Cash/MM (LMP) $ 80,844 0.65% 100.0% $ 12,427,009 100.0%

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(5 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. FL Bar Foundation – Endowment March 5, 2019

Florida Bar Foundation Endowment

$4,798,664

Endowment (STCA) Endowment (LTIP)

$110,093 $4,688,571

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(6 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. FL Bar Foundation – Endowment STCA March 5, 2019

Florida Bar Foundation Endowment - STCA $110,093

Federated Inst'l Prime Oblig Is (POIXX) Cash /MM 660-041436 $110,093

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(7 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. FL Bar Foundation – Endowment LTIP March 5, 2019

Florida Bar Foundation Endowment - LTIP $4,688,571

Large Cap Equity Small/Mid pCa Equity International & Alternatives Fixed Income & Stable Value Emerging Marketsq Euity Inflation-Linked Securities $1,010,974 $392,611 $1,317,941 $585,629 $976,216 $405,201

Vanguard S&P500 (VOO) Riverbridge SMID Gr Oppenheimer Int'l Gr Y (OIGYX) Hatteras Multi-Strategy (estmt.) MetWest Intrm-trm Bnd (MWIIX) C ash AAA (B D PS) Large Blend Smid Gr Int'l Growth Hedge Funds Interm-Term FI Cash & MM 660-037382 660-151410 660-037382 660-047431 660-037382 660-151411 $919,952 $199,729 $329,524 $50,798 $729,197 $15,401

Invesco FTSE RAFI US 1000 (PRF) TS&W Smid Val Vanguard FTSE Dvpd. Mkts (VEA) AC L (e stmt.) PGIM HY Z (PHYZX) Federated Prime Oblig. IS (POIXX) Large Value Smid Value International Managed Futures High Yield FI MM 660-037382 660-028889 660-037382 660-036650 660-037382 660-151411 Cash CGA $91,021 $192,882 $292,619 $117,473 $247,019 $378,518

Oakmark Int'l Adv (OAYIX) Invesco Bal-Risk Allc (ABRYX) Internaional Val World Allocation Cash & MM 660-037382 660-037382 660-037382 $384,672 $175,104 $11,282 MLPs

Lazard EM Tortoise 660-037382MLP & Pipeline I (TORIX) Emerging$311,126 Markets 660-028891 $242,253

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(8 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. FL Bar Foundation – Endowment LTIP March 5, 2019

Endowment - LTIP Recomm. Asset & Manager Allocation 3/5/2019 IPS Asset Allocation Guideline s Cla sse s Min Ta rge t Ma x Allocation ($) (%) Large Cap Equity 15% 21% 27% 21.6% Large Cap Equity $ 1,010,974 21.6% 19.6% Vanguard S&P 500 (VOO) $ 919,952 19.6% 1.9% Invesco FTSE RAFI US 1000 (PRF) $ 91,021 1.9% Small/Mid Cap Eq 3% 8% 13% 8.4% Small/Mid Cap Eq $ 392,611 8.4% 4.3% Riverbridge SMID Gr $ 199,729 4.3% 4.1% TS&W Smid Val $ 192,882 4.1% International Equity 15% 21% 27% 21.5% International Equity $ 1,006,815 21.5% 7.0% Oppenheimer Int'l Gr Y (OIGYX) $ 329,524 7.0% 6.2% Vanguard FTSE Dvpd. Mkts (VEA) $ 292,619 6.2% 8.2% Oakmark Int'l Adv (OAYIX) $ 384,672 8.2% Emerging Markets 0% 5% 10% 6.6% Emerging Markets $ 311,126 6.6% 6.6% Lazard EM $ 311,126 6.6% TOTAL EQUITY 55% 58.0% $ 2,721,525 58.0%

REITs 0%3%8% 0.0%REITs $ - 0.0%

Commodities 0% 4% 9% 5.0% Commodities $ 242,253 5.2% 5.0% Tortoise MLP & Pipeline I (TORIX) $ 242,253 5.2% TOTAL REAL ASSETS 7% 5.0% $ 242,253 5.2%

Managed Futures 0% 3% 8% 2.5% Managed Futures $ 117,473 2.5% 2.5% ACL (estmt.) $ 117,473 2.5% Hedged /Liquid Alternatives 0% 5% 10% 4.8% Hedged /Liquid Alternatives $ 225,902 4.8% 1.1% Hatteras Multi-Strategy (estmt.) $ 50,798 1.1% 3.7% Invesco Bal-Risk Allc (ABRYX) $ 175,104 3.7% TOTAL HEDGED 8% 7.3% $ 343,375 7.3%

Fixed Income 13% 19% 25% 17.8% Fixed Income $ 729,197 15.6% 17.8% MetWest Intrm-trm Bnd (MWIIX) $ 729,197 15.6% High Yield Fixed Income 0% 5% 10% 5.3% High Yield Fixed Income $ 247,019 5.3% 5.3% PGIM HY Z (PHYZX) $ 247,019 5.3% Emerging Markets FI 0% 3% 6% 0.0% Emerging Markets FI $ - 0.0% 0.0% 0.0% TOTAL FIXED INCOME 27% 23.0% $ 976,216 20.8% Cash & Equivalents 0% 3% 8% 6.6% Cash & Equivalents $ 405,201 8.6% 0.3% Cash AAA (BDPS) $ 15,401 0.3% 6.1% Federated Prime Oblig. IS (POIXX) $ 378,518 8.1% 0.2% Cash CGA $ 11,282 0.2% PORTFOLIO 100% 100.0% Total $ 4,688,571 100.00%

The data contained herein has been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley as to accuracy or completeness. We8a do not(9 undertake of 9)to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. THE FLORIDA BAR FOUNDATION Executive Summary Reports Fourth Quarter 2018 Performance Summary

A business of Morgan Stanley

Investment Consulting Services 201 East Pine St, 11th Floor Orlando, FL 32801 (800) 869-0007 or (407) 849-4717

Chris Bridges, CFP®, CIMA®, CPFA, Institutional Consulting Director 8a (1 of 54) Asset Class Returns As of December 31, 2018 10-Yrs 10-Yrs ('09-'18) ('09-'18) 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Ann. Return Volatility Managed EM Equities MLPs1 MLPs1 REITs US Equities REITs US Equities MLPs1 EM Equities US Debt US Equities MLPs1 Futures 13.6% 82.9% 35.9% 13.9% 29.8% 32.4% 14.7% 1.4% 18.3% 37.3% 0.0% 13.1% 18.1%

DM Int'l Debt MLPs1 EM Equities Inflation-Linked High Yield MLPs1 US Equities DM Int'l Equities High Yield DM Int'l Equities DM Int'l Debt High Yield US Equities 11.7% 76.4% 20.2% 13.6% 19.6% 27.6% 13.7% 0.9% 14.3% 26.7% -0.8% 11.1% 15.0% Managed US Debt High Yield REITs US Debt EM Equities DM Int'l Equities US Debt US Equities US Equities Inflation-Linked REITs REITs Futures 5.2% 59.4% 20.0% 7.8% 19.1% 24.0% 12.3% 0.5% 12.0% 21.8% -1.3% 10.4% 14.9% Diversified Managed Inflation-Linked REITs Commod. DM Int'l Debt DM Int'l Equities US Debt REITs Commod. EMD MLPs1 Commod. Portfolio Futures -2.4% 41.3% 16.8% 6.0% 18.2% 15.1% 6.0% -0.4% 11.8% 15.2% -3.2% 9.6% 14.3% Hedged EMD DM Int'l Equities EMD High Yield EMD MLPs1 Inflation-Linked EM Equities REITs High Yield EM Equities EM Equities Strategies -5.2% 33.9% 15.7% 3.1% 16.8% 8.8% 4.8% -1.4% 10.3% 15.0% -4.1% 8.6% 13.6% Hedged Diversified Diversified Diversified Diversified US Equities US Equities US Equities US Equities High Yield EMD US Equities DM Int'l Equities Strategies Portfolio Portfolio Portfolio Portfolio -21.4% 26.5% 15.1% 2.1% 16.0% 7.3% 4.7% -1.9% 9.9% 14.9% -4.4% 7.7% 12.6% Diversified Diversified Diversified Managed Diversified High Yield EMD REITs Inflation-Linked High Yield REITs DM Int'l Equities High Yield Portfolio Portfolio Portfolio Futures Portfolio -25.7% 23.6% 14.8% -1.8% 12.0% 2.2% 3.6% -2.0% 7.5% 10.4% -5.5% 7.3% 8.4% Diversified Diversified Managed Hedged Diversified High Yield EMD Inflation-Linked High Yield Inflation-Linked DM Int'l Debt US Debt DM Int'l Debt Portfolio Portfolio Futures Strategies Portfolio -26.9% 22.0% 12.7% -2.1% 7.0% 0.7% 3.4% -2.7% 4.7% 8.8% -6.1% 4.0% 7.6% Managed Hedged Hedged Diversified Commod. Commod. DM Int'l Equities MLPs² EM Equities High Yield REITs EMD Inflation-Linked Futures Strategies Strategies Portfolio -35.6% 18.9% 9.8% -4.3% 4.8% -1.9% 0.0% -3.6% 4.6% 6.0% -6.2% 3.6% 6.6% Hedged Hedged Hedged Hedged MLPs1 DM Int'l Debt US Debt EM Equities DM Int'l Debt US Debt US Debt EMD Inflation-Linked Strategies Strategies Strategies Strategies -36.9% 11.5% 7.0% -5.7% 4.8% -2.0% -1.4% -4.4% 2.6% 3.5% -7.0% 3.5% 4.9% Hedged Hedged Managed US Equities Inflation-Linked US Debt REITs US Debt DM Int'l Debt DM Int'l Debt EM Equities Inflation-Linked Commod. Strategies Strategies Futures -37.0% 11.4% 6.5% -8.1% 4.2% -5.6% -3.0% -13.5% 2.5% 3.0% -11.2% 1.5% 4.5% Managed Managed Hedged DM Int'l Equities US Debt DM Int'l Equities DM Int'l Debt Inflation-Linked DM Int'l Equities EMD DM Int'l Debt MLPs1 DM Int'l Debt Futures Futures Strategies -43.4% 5.9% 6.4% -12.2% 0.5% -8.6% -4.5% -14.9% 2.1% 2.5% -12.4% 1.3% 4.1% Managed REITs DM Int'l Debt Inflation-Linked Commod. Commod. EMD EMD Commod. DM Int'l Equities Commod. DM Int'l Equities EMD Futures -48.9% 3.7% 6.3% -13.3% -1.1% -9.0% -5.7% -24.7% 1.6% 1.7% -14.0% -1.9% 3.9% Managed Hedged Managed Managed EM Equities EM Equities Commod. Commod. MLPs1 MLPs1 EM Equities Commod. US Debt Futures Strategies Futures Futures -53.6% -4.8% 4.2% -19.2% -1.8% -9.5% -17.0% -32.6% -3.1% -6.5% -14.7% -3.8% 2.8% Source: FactSet, Morgan Stanley Wealth Management GIC; Indices used: Bloomberg Barclays Capital US Aggregate for US Bonds. FTSE 3M Treasury Bill for cash, Bloomberg Barclays US Aggregate for US Bonds, Bloomberg Barclays Global Majors ex US for DM Int’l Bonds, Bloomberg Barclays US TIPS for Inflation-linked securities, Bloomberg Barclays Global High Yield for global high yield, JP Morgan EMBI for EM Bonds, S&P 500 for US Stocks, MSCI EAFE IMI for Int’l Stocks, MSCI EM IMI for Emerging Market Stocks, FTSE EPRA/NAREIT Global for REITs, Bloomberg Commodity Index for commodities, HFRX Macro/CTA Index for Managed Futures, Alerian MLP Index for MLPs , and HFRX Global hedge Funds for hedged strategies. Diversified portfolio is comprised of 25% S&P 500, 10% Russell 2000, 15% MSCI EAFE, 5% MSCI EME, 25% Bloomberg Barclays US Aggregate, 5% 3 mo. T-Bills, 5% HFRX Global Hedge Funds, 5% Bloomberg Commodity Index, and 5% FTSE EPRA/NAREIT Global Index. MLP data begins on January 1, 2007. Standard deviation (volatility) is a measure of the dispersion of a set of data from its mean. Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material. This slide sourced from Market Performance section.

WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | MARKET PERFORMANCE 8a (2 of 54) 2018 Was a Terrible Year for Asset Allocation—Don’t Fight the Fed!

Red/Green Box Indicates Asset Class Underperforming/Outperforming Inflation (CPI)

2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 MSCI China MSCI China US 10yr MSCI EM REITS US 10yr MSCI China Russell 2000 REITS MSCI Japan Commodities MSCI China US 2yr REITS MSCI EM US 2yr MSCI China Russell 2000 Inflation Bonds MSCI Europe S&P 500 S&P 500 REITS Russell 2000 MSCI EM US Agg. Bond MSCI Europe Commodities US Agg. Bond Global HY Commodities EM$Sov Credit Global HY MSCI Japan US 10yr US 10yr US HY MSCI Europe US 10yr MSCI EM MSCI Europe EM Local Debt US HY MSCI EM US IG REITS MSCI Europe MSCI China EM$Sov Credit Global HY MSCI Japan US HY Russell 2000 Inflation Bonds US IG Commodities MSCI Japan US Agg. Bond MSCI EM US HY US IG S&P 500 S&P 500 S&P 500 US IG S&P 500 US 10yr Inflation Bonds MSCI Europe US HY REITS EM$Sov Credit Global HY EM$Sov Credit US 2yr MSCI EM Russell 2000 EM Local Debt Commodities US 2yr EM$Sov Credit EM$Sov Credit S&P 500 US HY Russell 2000 MSCI China US Agg. Bond US Agg. Bond EM$Sov Credit EM Local Debt Inflation Bonds Global HY US Agg. Bond US HY REITS Global HY Global HY S&P 500 REITS Russell 2000 US IG REITS Global HY Global HY US HY EM$Sov Credit Global HY Russell 2000 EM Local Debt S&P 500 US HY US 2yr Inflation Bonds MSCI Europe US IG EM$Sov Credit REITS EM$Sov Credit S&P 500 Commodities S&P 500 EM$Sov Credit US 2yr EM Local Debt US IG US HY Global HY EM Local Debt REITS EM$Sov Credit Inflation Bonds US IG MSCI Japan US IG US 10yr EM Local Debt US IG US Agg. Bond US 2yr Russell 2000 Inflation Bonds Inflation Bonds S&P 500 MSCI Japan EM Local Debt Russell 2000 EM Local Debt US IG Russell 2000 Inflation Bonds MSCI EM Global HY US HY MSCI Japan Commodities Commodities US Agg. Bond Global HY S&P 500 Inflation Bonds US Agg. Bond Commodities MSCI Japan Inflation Bonds MSCI EM Inflation Bonds US Agg. Bond US HY Russell 2000 US IG US HY REITS MSCI Japan MSCI China MSCI Europe US Agg. Bond EM Local Debt EM Local Debt MSCI China MSCI China US IG MSCI Japan US 2yr Russell 2000 MSCI Europe US Agg. Bond MSCI Europe MSCI Japan US 10yr US 10yr MSCI Japan EM Local Debt US 2yr US Agg. Bond MSCI EM US 10yr MSCI Japan MSCI China US 2yr Inflation Bonds MSCI EM Commodities EM$Sov Credit MSCI Europe MSCI EM US 10yr US 10yr MSCI Europe EM Local Debt REITS MSCI EM US 10yr US 2yr MSCI China US 2yr Commodities Commodities Commodities MSCI Europe US 2yr MSCI China Underperforming Outperforming

Source: Morgan Stanley & Co. Research as of December 31, 2018 Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.

WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | MONTHLY PERSPECTIVES 8a (3 of 54) Current Indicators Financial Conditions: Tightening

Morgan Stanley Financial Conditions Index As of January 24, 2019

5 5% QE1

4 4% Tighter 3 ↑ 3% QE1.5 ECB Twist BOJ QE 2 QQE+ 2%

QE2 LTRODraghi 1 1% BOJ QE3 QQE² 0 0%

-1 -1% LTRO II Fed Ends China/OPEC QE FX Reserves -2 Repatriated -2% Looser ↓ -3 -3% 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Morgan Stanley Financial Conditions Index¹ (left axis) US Federal Funds Effective Rate (right axis)

Source: Bloomberg, Morgan Stanley Wealth Management GIC. (1) The y-axis measures the Morgan Stanley Financial Conditions Index, a weighted index comprised of changes in equities (S&P 500), short-term interest rates (3-month Treasury), long-term interest rates (10-year Treasury) and USD currency (Morgan Stanley Dollar Index). (2) Bank of Japan Quantitative and Qualitative Easing (QQE). Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.

WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | WEEKLY DIGEST 8a (4 of 54) Timeline of Tensions Sept 24: 3rd round of Jul 20: US threatens Sect 301 S&P 500 Price Level and Key Trade Events tariffs go into effect for tariffs on all Chinese imports As of December 31, 2018 US and China Aug 3: China responds 3000 to threats with $60 bn in Jun 1: Exemptions for steel & additional potential December 1: Trump Mar 1: US announces Sect 232 aluminum tariffs ends tariffs tariffs on steel and aluminum and Xi meet at G20, Jul 1: EU and Canada agree to pause 2900 Mar 7: EU announces retaliation respond to Sect 232 tariffs implementation of Apr 3: US threatens $50 bn of next tranche of tariffs tariffs on Chinese goods Apr 4: China retaliates with 2800 proportional threats on US Sept 7: Trump goods threatens to impose tariffs on 2700 another $267 bn of Chinese goods

Aug 23: 2nd tranche of US tariffs 2600 goes into effect; China responds with proportional tariffs May 23: US announces Sect 232 2500 investigation on automobile imports Jul 6: First tranche of US-China Sect 301 tariffs goes into effect

Mar 23: Steel & aluminum tariffs October 4: Pence 2400 go into effect; many allies Jun 18: US threatens additional accuses China of Jan 22: US implements exempted tariffs on $200 bn of Chinese ‘malign’ efforts to safeguard tariffs on solar panels Apr 2: China retaliates with goods undermine Trump and washing machines proportional tariffs on US goods 2300 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec

Source: Bloomberg, Morgan Stanley Wealth Management Investment Resources, United States International Trade Commission Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.

WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | ON TRADE 8a (5 of 54) Global PMI Map Global Purchasing Managers’ Index (PMI) As of December 31, 2018 Jun'16 Jul'16 Aug'16 Sep'16 Oct'16 Nov'16 Dec'16 Jan'17 Feb'17 Mar'17 Apr'17 May'17 Jun'17 Jul'17 Aug'17 Sep'17 Oct'17 Nov'17 Dec'17 Jan'18 Feb'18 Mar'18 Jun'18 Sep'18 Dec'18 Global 50.4 51.0 50.8 51.1 52.0 52.0 52.6 52.7 52.9 52.9 52.7 52.6 52.6 52.7 53.1 53.2 53.4 54.0 54.5 54.4 54.1 53.3 53.0 52.2 51.5 U.S. 51.3 52.9 52.0 51.5 53.4 54.1 54.3 55.0 54.2 53.3 52.8 52.7 52.0 53.3 52.8 53.1 54.6 53.9 55.1 55.5 55.3 55.6 55.4 55.6 53.8 Canada 51.8 51.9 51.1 50.3 51.1 51.5 51.8 53.5 54.7 55.5 55.9 55.1 54.7 55.5 54.6 55.0 54.3 54.4 54.7 55.9 55.6 55.7 57.1 54.8 53.6 U.K. 53.1 48.6 53.3 55.3 54.1 53.3 55.5 55.2 54.5 54.1 57.7 56.5 54.3 55.5 57.1 55.6 56.6 58.4 55.7 55.0 54.9 54.8 54.2 53.8 54.2 Euro Area 52.8 52.0 51.7 52.6 53.5 53.7 54.9 55.2 55.4 56.2 56.7 57.0 57.4 56.6 57.4 58.1 58.5 60.1 60.6 59.6 58.6 56.6 54.9 53.2 51.4 Germany 54.5 53.8 53.6 54.3 55.0 54.3 55.6 56.4 56.8 58.3 58.2 59.5 59.6 58.1 59.3 60.6 60.6 62.5 63.3 61.1 60.6 58.2 55.9 53.7 51.5 France 48.3 48.6 48.3 49.7 51.8 51.7 53.5 53.6 52.2 53.3 55.1 53.8 54.8 54.9 55.8 56.1 56.1 57.7 58.8 58.4 55.9 53.7 52.5 52.5 49.7 Italy 53.5 51.2 49.8 51.0 50.9 52.2 53.2 53.0 55.0 55.7 56.2 55.1 55.2 55.1 56.3 56.3 57.8 58.3 57.4 59.0 56.8 55.1 53.3 50.0 49.2 Spain 52.2 51.0 51.0 52.3 53.3 54.5 55.3 55.6 54.8 53.9 54.5 55.4 54.7 54.0 52.4 54.3 55.8 56.1 55.8 55.2 56.0 54.8 53.4 51.4 51.1 Greece 50.4 48.7 50.4 49.2 48.6 48.3 49.3 46.6 47.7 46.7 48.2 49.6 50.5 50.5 52.2 52.8 52.1 52.2 53.1 55.2 56.1 55.0 53.5 53.6 53.8 Ireland 53.0 50.2 51.7 51.3 52.1 53.7 55.7 55.5 53.8 53.6 55.0 55.9 56.0 54.6 56.1 55.4 54.4 58.1 59.1 57.6 56.2 54.1 56.6 56.3 54.5 Australia 51.8 56.4 46.9 49.8 50.9 54.2 55.4 51.2 59.3 57.5 59.2 54.8 55.0 56.0 59.8 54.2 51.1 57.3 56.2 58.7 57.5 63.1 57.4 59.0 49.5 Japan 48.1 49.3 49.5 50.4 51.4 51.3 52.4 52.7 53.3 52.4 52.7 53.1 52.4 52.1 52.2 52.9 52.8 53.6 54.0 54.8 54.1 53.1 53.0 52.5 52.6 China 48.6 50.6 50.0 50.1 51.2 50.9 51.9 51.0 51.7 51.2 50.3 49.6 50.4 51.1 51.6 51.0 51.0 50.8 51.5 51.5 51.6 51.0 51.0 50.0 49.7 Indonesia 51.9 48.4 50.4 50.9 48.7 49.7 49.0 50.4 49.3 50.5 51.2 50.6 49.5 48.6 50.7 50.4 50.1 50.4 49.3 49.9 51.4 50.7 50.3 50.7 51.2 Korea 50.5 50.1 48.6 47.6 48.0 48.0 49.4 49.0 49.2 48.4 49.4 49.2 50.1 49.1 49.9 50.6 50.2 51.2 49.9 50.7 50.3 49.1 49.8 51.3 49.8 Taiwan 50.5 51.0 51.8 52.2 52.7 54.7 56.2 55.6 54.5 56.2 54.4 53.1 53.3 53.6 54.3 54.2 53.6 56.3 56.6 56.9 56.0 55.3 54.5 50.8 47.7 India 51.7 51.8 52.6 52.1 54.4 52.3 49.6 50.4 50.7 52.5 52.5 51.6 50.9 47.9 51.2 51.2 50.3 52.6 54.7 52.4 52.1 51.0 53.1 52.2 53.2 Brazil 43.2 46.0 45.7 46.0 46.3 46.2 45.2 44.0 46.9 49.6 50.1 52.0 50.5 50.0 50.9 50.9 51.2 53.5 52.4 51.2 53.2 53.4 49.8 50.9 52.6 Mexico 51.1 50.6 50.9 51.9 51.8 51.1 50.2 50.8 50.6 51.5 50.7 51.2 52.3 51.2 52.2 52.8 49.2 52.4 51.7 52.6 51.6 52.4 52.1 51.7 49.7 Russia 51.5 49.5 50.8 51.1 52.4 53.6 53.7 54.7 52.5 52.4 50.8 52.4 50.3 52.7 51.6 51.9 51.1 51.5 52.0 52.1 50.2 50.6 49.5 50.0 51.7

Severe Contraction Strong Expansion

Source: JP Morgan Asset Management, Markit, FactSet, Bloomberg, Haver Analytics, Bloomberg, Morgan Stanley Wealth Management GIC. Colors are based on PMI relative to index level of 50. A PMI over 50 indicates that the sector is expanding, while a PMI under 50 indicates that the sector is contracting. Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material. WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | QUARTERLY MARKETS LIBRARY 8a (6 of 54) Recession Indicators

Duncan Leading Indicator (DLI) Morgan Stanley Recession Risk Model Recession risk line As of 3Q 2018 As of November 30, 2018 (one-month lag)

0.32 Rollover in DLI has 2007 had an 8-quarter lead 100% 0.30 preceded recessions by an average of 4 0.28 quarters 75% 0.26

0.24 50% 0.22

0.20

0.18 of Recession Probability 25%

0.16

0.14 0% Q2-68 Q2-74 Q2-80 Q2-86 Q2-92 Q2-98 Q2-04 Q2-10 Q2-16 1961 1966 1971 1975 1980 1985 1990 1995 2000 2004 2009 2014 Recession Duncan Leading Indicator Recession Morgan Stanley Recession Risk Model 95% Threshold

DLI represents the relationship between spending and Morgan Stanley Recession Risk Model (MSRISK) provides a investment relative to demand; if spending and investment grow timely and definitive warning of a downturn in the US business faster than demand, a rollover in the DLI should precede a cycle—has predicted 7/7 recessions with NO false positives recession

Source: Haver Analytics, Morgan Stanley Wealth Management GIC, Morgan Stanley & Co, Bloomberg. For more information about the risks to performance please refer to the Risk Considerations section at the end of this material. Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material. WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | MONTHLY MARKETS LIBRARY 8a (7 of 54) US Employment Data

US Unemployment Rate Labor Force Participation Rate and Total Employment As of December 31, 2018 Monthly Data As of December 31, 2018 72% 200 10%

8% 67% 157 150

6% 63.1 62% 100 4% 3.9% 3.1%

2% Rate Participation 1948 1958 1968 1978 1988 1998 2008 2018 57% 50

US Unemployment Rate (U-3) 1948 1960 1972 1984 1996 2008 EmployedPeople (Millions) US Unemployment Rate Long-Term Average (U-3) Labor Force Participation Rate (left axis) US Short-Term Unemployment Rate Total People Employed (right axis)

Total Nonfarm Payrolls US Average Hourly Earnings Month-over-Month Net Change As of December 31, 2018 Monthly Data As of December 31, 2018

700 4% 500 312 3.5% 3.2 300 100 3% -100 2.5%

-300 % Change - Year 2% Thousands -500 - over -700 1.5% -900 Year 1% 2000 2003 2006 2009 2012 2015 2018 2007 2008 2009 2011 2012 2013 2014 2016 2017 2018

Source: Haver Analytics, Bloomberg, Bureau of Labor Statistics, Morgan Stanley Wealth Management GIC Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material. WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | MONTHLY MARKETS LIBRARY 8a (8 of 54) Earnings Growth and Revisions

Global Earnings Revisions Breadth1 Expected EPS Growth 3-Month Average as of December 31, 2018 As of December 31, 2018

12%

8% 12-month Forward Regional Index EPS Growth 4% MSCI USA 7.7%

0% MSCI Emerging Markets 8.0%

-4% MSCI All Country World 7.3%

-8% MSCI Asia ex Japan 6.2%

-12% MSCI Europe 8.0%

-16% MSCI Japan 2.6% 2010 2011 2012 2013 2014 2015 2016 2017 2018 S&P 500 3M Avg MSCI Europe 3M Avg MSCI Japan 3M Avg MSCI EM 3M Avg

Source: FactSet, Morgan Stanley Wealth Management GIC. Indices used: MSCI USA for US, MSCI Europe for Europe, MSCI Japan for Japan, MSCI Emerging Markets for Emerging Markets, MSCI Asia ex Japan for Asia ex Japan. (1) Earnings revisions breadth is defined as the number of positive analyst revisions minus the number of negative analyst revisions divided by the total number of revisions. Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material. This slide sourced from Market Performance section.

WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | MARKET PERFORMANCE 8a (9 of 54) More Good News: The De-Rating of Equities Has Been Significant (25%)

Source: Bloomberg, Morgan Stanley & Co. Research as of January 7, 2019 Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material.

WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | MONTHLY PERSPECTIVES 8a (10 of 54) Consolidation (2400-3000) Is a Cyclical Bear in the Context of a Secular Bull

WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | MONTHLY PERSPECTIVES 8a (11 of 54) Emerging Market Equities Present New Opportunities As of January 2019

Earnings Growth Has Diverged from Prices US Dollar Index Weekly as of December 28, 2018 Daily as of December 31, 2018 1600 120 MSCI EM Index Price (Left Axis) 105 MS & Co 1500 Rapid dollar Forecast Forward Earnings Estimates (Right Axis) 100 1400 appreciation in 1300 95 2015 lowered EM 100 returns for USD 1200 90 investors 1100 1000 85 80 900 80 800 Dollar coming off recent highs 75 700 could remove headwinds 600 60 70 2010 2011 2012 2013 2014 2015 2016 2017 2018 2010 2012 2014 2016 2018 2020

Investment Ideas Key Risks • Investors should have both international and emerging markets exposure as • China proves unable to manage soft landing, increasing deflationary risk and part of a diversified portfolio producing currency depreciation • Consider active management for emerging market equities over passive • Tighter financial conditions impact capital flows and confidence given uncertainty surrounding trade policy and post-WWII free market • Further escalation of Trump administration’s trade policy leading to regime intensification of trade conflicts • Particularly attractive markets are Taiwan, China (through H-shares), Brazil, • Dollar appreciation puts stress on EM financing costs and South Korea • Growth scare results in recession and macro data collapse • Earnings revisions breadth surprises on the downside

Source: Bloomberg, FactSet, Morgan Stanley Wealth Management GIC Past performance is no guarantee of future results. Estimates of future performance are based on assumptions that may not be realized. This material is not a solicitation of any offer to buy or sell any security or other financial instrument or to participate in any trading strategy. Please refer to important information, disclosures and qualifications at the end of this material. WEALTH MANAGEMENT INVESTMENT RESOURCES | CHARTBOOK | INVESTMENT THEMES 8a (12 of 54) The Florida Bar Foundation Account and Holdings Breakdown As of December 31, 2018 December 31, 2018 : $29,910,775

Endowment STCA $110,093 - 0% Endowment - LTIP COA $4,339,633 - 15% $4,381,399 - 15%

MLTI - Balanced $4,754,575 - 16%

MLTI - LMP $16,325,076 - 55%

8a (13 of 54) The Florida Bar Foundation Executive Summary As of December 31, 2018 Summary of Gross and Net Performance Current 1 3 5 7 10 Since Inception Quarter Year Years Years Years Years Inception Date COA 0.57 1.78 0.97 0.60 0.45 0.38 1.56 11/01/2001 Policy Index 0.57 1.86 0.99 0.60 0.45 0.35 1.40

COA NET 0.57 1.78 0.97 0.60 0.45 0.38 1.56 11/01/2001 Policy Index 0.57 1.86 0.99 0.60 0.45 0.35 1.40

MLTI-BALANCED -8.60 -7.74 3.83 1.66 2.98 4.50 5.14 11/01/2001 Policy Index -7.22 -5.53 4.58 2.54 3.85 5.04 4.97

MLTI-BALANCED NET -8.75 -8.03 3.57 1.42 2.69 4.15 4.67 11/01/2001 Policy Index -7.22 -5.53 4.58 2.54 3.85 5.04 4.97

MLTI-LMP 0.62 1.56 N/A N/A N/A N/A 0.96 06/01/2016 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 1.11

MLTI-LMP NET 0.60 1.45 N/A N/A N/A N/A 0.88 06/01/2016 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 1.11

TOTAL MLTI & COA -1.32 -0.40 1.25 0.61 1.32 2.53 3.75 11/01/2001 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 1.28 CPI 0.25 1.88 2.03 1.48 1.53 1.80 2.07

TOTAL MLTI & COA NET -1.37 -0.52 1.16 0.51 1.19 2.33 3.42 11/01/2001 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 1.28 CPI 0.25 1.88 2.03 1.48 1.53 1.80 2.07

TOTAL ENDOWMENT -8.94 -8.11 3.11 1.60 4.06 6.07 4.85 11/01/2001 MSCI AC World Gross -12.65 -8.93 7.18 4.82 8.97 10.05 6.83 Barclays Aggregate 1.64 0.01 2.06 2.52 2.10 3.48 4.08 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 1.28

TOTAL ENDOWMENT NET -8.99 -8.30 2.91 1.38 3.73 5.66 4.43 11/01/2001 MSCI AC World Gross -12.65 -8.93 7.18 4.82 8.97 10.05 6.83 Barclays Aggregate 1.64 0.01 2.06 2.52 2.10 3.48 4.08 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 1.28

Returns for periods greater than one year are annualized. Returns are expressed as percentages. 8a (14 of 54) The Florida Bar Foundation Executive Summary As of December 31, 2018 Current 1 3 5 7 10 Since Inception Quarter Year Years Years Years Years Inception Date ENDOWMENT STCA 0.57 0.85 0.30 0.19 N/A N/A 0.18 11/01/2013 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 0.59

ENDOWMENT STCA NET 0.57 0.85 0.30 0.19 N/A N/A 0.18 11/01/2013 90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 0.59

ENDOWMENT LTIP -9.16 -8.32 4.13 2.06 4.44 6.34 5.01 11/01/2001 Policy Index -8.05 -6.20 4.84 2.73 5.11 6.81 5.22

ENDOWMENT LTIP NET -9.21 -8.51 3.88 1.76 4.06 5.89 4.57 11/01/2001 Policy Index -8.05 -6.20 4.84 2.73 5.11 6.81 5.22

S&P 500 Total Return -13.52 -4.38 9.26 8.49 12.70 13.12 7.28 11/01/2001

MSCI AC World Gross -12.65 -8.93 7.18 4.82 8.97 10.05 6.83 11/01/2001

BC Gov/Cr Intm 1.65 0.88 1.70 1.86 1.75 2.90 3.63 11/01/2001

90-Day T-Bills 0.57 1.86 0.99 0.60 0.45 0.35 1.28 11/01/2001

CPI 0.25 1.88 2.03 1.48 1.53 1.80 2.07 11/01/2001

Returns for periods greater than one year are annualized. Returns are expressed as percentages. 8a (15 of 54) The Florida Bar Foundation Portfolio Growth Analysis December 31, 2018

Investable Assets $176,000,000.00

$132,000,000.00

$88,000,000.00

$44,000,000.00 Market Market Value

$0.00

($44,000,000.00) 10/01 10/02 10/03 10/04 10/05 10/06 10/07 10/08 10/09 10/10 10/11 10/12 10/13 10/14 10/15 10/16 10/17 12/18

Total MLTI & COA Net Cash Flow

Gain and Loss Summary

Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Total MLTI & COA 11/01/2001 Beginning Market Value 24,433,858.02 30,449,018.67 30,449,018.67 15,529,989.87 21,952,997.35 48,838,211.90 7,879,463.00 Net Contributions 1,360,220.41 -4,879,085.66 -4,879,085.66 8,887,521.24 2,602,962.09 -26,037,999.41 -2,329,710.53 Gain/Loss -333,028.98 -108,883.56 -108,883.56 1,043,538.34 905,090.01 2,660,836.96 19,911,296.98 Ending Market Value 25,461,049.45 25,461,049.45 25,461,049.45 25,461,049.45 25,461,049.45 25,461,049.45 25,461,049.45

Trailing Period Performance Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Total MLTI & COA -1.37 -0.52 -0.52 1.16 0.51 1.19 3.42 11/01/2001

Net Of Fees * Comparative performance starts at the first month-end after inception. 8a (16 of 54) COA

8a (17 of 54) The Florida Bar Foundation - COA Account and Holdings Breakdown As of December 31, 2018 December 31, 2018 : $4,381,399

COA $4,381,399 - 100%

8a (18 of 54) The Florida Bar Foundation - COA Portfolio Growth Analysis December 31, 2018

Investable Assets $73,700,000.00

$55,275,000.00

$36,850,000.00

$18,425,000.00 Market Market Value

$0.00

($18,425,000.00) 10/01 10/02 10/03 10/04 10/05 10/06 10/07 10/08 10/09 10/10 10/11 10/12 10/13 10/14 10/15 10/16 10/17 12/18

FBF - COA Net Cash Flow

Gain and Loss Summary

Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date FBF - COA 11/01/2001 Beginning Market Value 3,011,582.71 3,425,027.38 3,425,027.38 11,279,786.67 16,055,120.45 28,697,764.04 2,839,097.25 Net Contributions 1,350,000.00 899,293.91 899,293.91 -7,014,765.58 -11,799,324.73 -24,465,214.32 -1,911,366.73 Gain/Loss 19,816.03 57,077.45 57,077.45 116,377.65 125,603.02 148,849.02 3,453,668.22 Ending Market Value 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74

Trailing Period Performance Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date FBF - COA 0.57 1.78 1.78 0.97 0.60 0.45 1.56 11/01/2001

Net Of Fees * Comparative performance starts at the first month-end after inception. 8a (19 of 54) The Florida Bar Foundation - COA Performance Review December 31, 2018

Trailing Period Performance 2.72

2.04 1.86 1.86 1.78 1.78 1.56 1.40 1.36 Return 0.97 0.99

0.68 0.57 0.57 0.60 0.60 0.38 0.35

0.00 Qtr 2018 1 Year 3 Years 5 Years 10 Years SI Month

FBF - COA Policy Index

Inception Qtr YTD 1 Year 3 Years 5 Years 10 Years SI Month Date FBF - COA 0.57 1.78 1.78 0.97 0.60 0.38 1.56 11/01/2001 Policy Index 0.57 1.86 1.86 0.99 0.60 0.35 1.40 11/01/2001

Gain and Loss Summary

Inception Qtr YTD 1 Year 3 Years 5 Years 10 Years SI Month Date FBF - COA 11/01/2001 Beginning Market Value 3,011,582.71 3,425,027.38 3,425,027.38 11,279,786.67 16,055,120.45 9,421,876.07 2,839,097.25 Net Contributions 1,350,000.00 899,293.91 899,293.91 -7,014,765.58 -11,799,324.73 -5,299,016.82 -1,911,366.73 Gain/Loss 19,816.03 57,077.45 57,077.45 116,377.65 125,603.02 258,539.49 3,453,668.22 Ending Market Value 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74 4,381,398.74

Gross Of Fees 8a (20 of 54) The Florida Bar Foundation - COA Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value % YTD Quarter Year Years Years Years Inception Date ($) FBF - COA 4,381,399 100.00 0.57 1.78 1.78 0.97 0.60 0.45 1.56 11/01/2001 Policy Index 0.57 1.86 1.86 0.99 0.60 0.45 1.40

660-016032 CASH 4,381,399 100.00 0.57 1.78 1.78 0.97 0.60 0.45 1.97 11/01/2001 90-Day T-Bills 0.57 1.86 1.86 0.99 0.60 0.45 1.28

8a (21 of 54) The Florida Bar Foundation - COA Policy Index As of December 31, 2018 Policy Index Weight (%) Jan-2007 FTSE Treasury Bill 3 Month 100.00

8a (22 of 54) MLTI - Balanced

8a (23 of 54) The Florida Bar Foundation - MLTI Balanced Compliance Monitor As of December 31, 2018

Executive Summary

TOTAL LARGE CAP TOTAL SMALL/MID CAP TOTAL INTERNATIONAL EQUITY TOTAL EMERGING MKTS TOTAL INTERMEDIATE FIXED INCOME TOTAL HIGH YIELD FIXED TOTAL EMERGING MARKETS FI TOTAL COMMODITIES

TOTAL REITS Recommendation TOTAL HEDGE FUND/LIQUID ALTS TOTAL MANAGED FUTURES TOTAL STABLE VALUE

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Policy Target In Policy Outside Policy

Minimum Target Maximum Asset Asset Differences Allocation Allocation Allocation Allocation Allocation (%) (%) (%) (%) ($) (%) Total MLTI-BAL - 100.00 - 4,754,574.98 100.00 0.00 TOTAL LARGE CAP 0.00 19.00 25.00 893,887.96 18.80 -0.20 TOTAL SMALL/MID CAP 0.00 8.00 13.00 383,634.13 8.07 0.07 TOTAL INTERNATIONAL EQUITY 0.00 18.00 23.00 857,052.64 18.03 0.03 TOTAL EMERGING MKTS 0.00 5.00 10.00 296,371.29 6.23 1.23 TOTAL INTERMEDIATE FIXED INCOME 0.00 24.00 31.00 999,876.06 21.03 -2.97 TOTAL HIGH YIELD FIXED 0.00 5.00 10.00 255,005.64 5.36 0.36 TOTAL EMERGING MARKETS FI 0.00 3.00 8.00 - 0.00 -3.00 TOTAL COMMODITIES 0.00 4.00 9.00 237,715.12 5.00 1.00 TOTAL REITS 0.00 3.00 8.00 - 0.00 -3.00 TOTAL HEDGE FUND/LIQUID ALTS 0.00 3.00 8.00 286,809.72 6.03 3.03 TOTAL MANAGED FUTURES 0.00 3.00 8.00 106,337.30 2.24 -0.76 TOTAL STABLE VALUE 0.00 5.00 100.00 437,885.12 9.21 4.21

8a (24 of 54) The Florida Bar Foundation - MLTI Balanced Account and Holdings Breakdown As of December 31, 2018 Total Fund ($) %

9.21% Total MLTI-BAL 4,754,575 100.00 2.24% 18.80% TOTAL LARGE CAP 893,888 18.80 660-037397 INVESCO FTSE RAFI US 1000 90,702 1.91 6.03% 660-037397 VANGUARD S&P 500 803,186 16.89 TOTAL SMALL/MID CAP 383,634 8.07 5.00% 660-014777 Riverbridge SMID Gr 192,255 4.04 8.07% 660-027804 TS&W SMID Value 191,379 4.03

5.36% TOTAL INTERNATIONAL EQUITY 857,053 18.03 660-037397 OPPENHEIMER INTL GR 277,831 5.84 660-037397 VANGUARD FTSE DEVELOPED MKTS E 271,980 5.72 660-037397 OAKMARK INTERNATIONAL 307,241 6.46

18.03% TOTAL EMERGING MKTS 296,371 6.23 21.03% 660-027820 LAZARD EM 296,371 6.23 TOTAL INTERMEDIATE FIXED INCOME 999,876 21.03 6.23% 660-037397 METROPOLITAN WST INTM BND 999,876 21.03 TOTAL HIGH YIELD FIXED 255,006 5.36 660-037397 PRUDENTIAL HY Z 255,006 5.36 TOTAL LARGE CAP TOTAL COMMODITIES 237,715 5.00 660-037397 TORTOISE MLP & PIPELINE I 237,715 5.00 TOTAL SMALL/MID CAP TOTAL HEDGE FUND/LIQUID ALTS 286,810 6.03 660-037397 FPA CRESCENT 142,658 3.00 TOTAL INTERNATIONAL EQUITY 660-037397 INVESCO BALANCED RISK 144,152 3.03 TOTAL EMERGING MKTS TOTAL MANAGED FUTURES 106,337 2.24 660-034193 ACL ALTERNATIVE SDA 106,337 2.24 TOTAL INTERMEDIATE FIXED INCOME TOTAL STABLE VALUE 437,885 9.21 660-037397 CASH ACCOUNT 7,619 0.16 TOTAL HIGH YIELD FIXED 660-014779 CASH 430,267 9.05 TOTAL COMMODITIES

TOTAL HEDGE FUND/LIQUID ALTS

TOTAL MANAGED FUTURES

TOTAL STABLE VALUE

8a (25 of 54) The Florida Bar Foundation - MLTI Balanced Portfolio Growth Analysis December 31, 2018

Investable Assets $165,000,000.00

$123,750,000.00

$82,500,000.00

$41,250,000.00 Market Market Value

$0.00

($41,250,000.00) 10/01 10/02 10/03 10/04 10/05 10/06 10/07 10/08 10/09 10/10 10/11 10/12 10/13 10/14 10/15 10/16 10/17 12/18

Total MLTI-BAL Net Cash Flow

Gain and Loss Summary

Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Total MLTI-BAL 11/01/2001 Beginning Market Value 5,193,978.15 5,142,086.70 5,142,086.70 4,250,203.20 5,897,876.90 20,140,447.86 5,040,366.56 Net Contributions 10,220.41 21,620.43 21,620.43 22,610.43 -1,477,389.57 -17,452,461.48 -16,297,845.51 Gain/Loss -449,623.58 -409,132.15 -409,132.15 481,761.35 334,087.65 2,066,588.60 16,012,053.93 Ending Market Value 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98

Trailing Period Performance Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Total MLTI-BAL -8.75 -8.03 -8.03 3.57 1.42 2.69 4.67 11/01/2001

Net Of Fees * Comparative performance starts at the first month-end after inception. 8a (26 of 54) The Florida Bar Foundation - MLTI Balanced Performance Review December 31, 2018

Trailing Period Performance 16.00

8.00 5.04 5.14 4.97 3.83 4.58 4.50 2.54 1.66 0.00 Return

-5.53 -5.53 -8.00 -7.22 -7.74 -7.74 -8.60

-16.00 Qtr 2018 1 Year 3 Years 5 Years 10 Years SI Month

Total MLTI-BAL Policy Index

Inception Qtr YTD 1 Year 3 Years 5 Years 10 Years SI Month Date Total MLTI-BAL -8.60 -7.74 -7.74 3.83 1.66 4.50 5.14 11/01/2001 Policy Index -7.22 -5.53 -5.53 4.58 2.54 5.04 4.97 11/01/2001

Gain and Loss Summary

Inception Qtr YTD 1 Year 3 Years 5 Years 10 Years SI Month Date Total MLTI-BAL 11/01/2001 Beginning Market Value 5,193,978.15 5,142,086.70 5,142,086.70 4,250,203.20 5,897,876.90 111,549,827.56 5,040,366.56 Net Contributions 10,220.41 21,620.43 21,620.43 22,610.43 -1,477,389.57 -124,933,950.13 -16,297,845.51 Gain/Loss -449,623.58 -409,132.15 -409,132.15 481,761.35 334,087.65 18,138,697.55 16,012,053.93 Ending Market Value 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98 4,754,574.98

Gross Of Fees 8a (27 of 54) The Florida Bar Foundation - MLTI Balanced Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value % YTD Quarter Year Years Years Years Inception Date ($) Total MLTI-BAL 4,754,575 100.00 -8.60 -7.74 -7.74 3.83 1.66 2.98 5.14 11/01/2001 Policy Index -7.22 -5.53 -5.53 4.58 2.54 3.85 4.97

TOTAL EQUITY 2,430,946 51.13 -13.60 -12.20 -12.20 5.47 2.75 7.10 6.07 11/01/2001 MSCI AC World Net -12.75 -9.41 -9.41 6.60 4.26 8.38 6.29

TOTAL LARGE CAP 893,888 18.80 -13.52 -4.74 -4.74 7.26 6.27 10.75 6.85 11/01/2001 S&P 500 Total Return -13.52 -4.38 -4.38 9.26 8.49 12.70 7.28

660-037397 INVESCO FTSE RAFI US 1000 90,702 1.91 -14.08 -8.86 -8.86 7.44 6.21 N/A 7.86 07/01/2013 Russell 1000 VL -11.72 -8.27 -8.27 6.95 5.95 11.02 7.97

660-037397 VANGUARD S&P 500 803,186 16.89 -13.51 -4.42 -4.42 N/A N/A N/A 9.51 07/01/2016 S&P 500 Total Return -13.52 -4.38 -4.38 9.26 8.49 12.70 9.53

TOTAL SMALL/MID CAP 383,634 8.07 -17.02 -5.76 -5.76 7.51 5.80 11.40 8.19 11/01/2001 Russell 2500 -18.49 -10.00 -10.00 7.32 5.15 10.97 9.11

660-014777 Riverbridge SMID Gr 192,255 4.04 -16.55 0.08 0.08 11.11 7.41 12.08 12.08 01/01/2012 Russell 2500 GR -20.08 -7.47 -7.47 8.11 6.19 11.96 11.95

660-027804 TS&W SMID Value 191,379 4.03 -17.03 -11.06 -11.06 4.24 4.34 10.79 12.37 10/01/2011 Russell 2500 VL -17.12 -12.36 -12.36 6.59 4.16 10.00 11.82

TOTAL INTERNATIONAL EQUITY 857,053 18.03 -14.85 -19.47 -19.47 1.98 0.05 4.25 4.77 02/01/2004 MSCI EAFE Net -12.54 -13.79 -13.79 2.87 0.53 5.75 4.67

660-037397 OPPENHEIMER INTL GR 277,831 5.84 -14.68 -19.36 -19.36 0.08 -0.72 N/A 0.44 10/01/2013 MSCI ACWI ex US Growth (Net) -12.20 -14.43 -14.43 4.19 1.69 5.61 2.49

660-037397 VANGUARD FTSE DEVELOPED MKTS E 271,980 5.72 -13.35 -14.74 -14.74 3.44 N/A N/A 1.49 04/01/2015 FTSE Developed All Cap ex US -13.18 -14.55 -14.55 3.82 1.10 5.99 1.53

660-037397 OAKMARK INTERNATIONAL 307,241 6.46 -16.31 -23.43 -23.43 2.35 -0.50 N/A -0.23 11/01/2013 MSCI AC World ex US Net -11.46 -14.19 -14.19 4.48 0.68 4.85 0.86

8a (28 of 54) The Florida Bar Foundation - MLTI Balanced Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value % YTD Quarter Year Years Years Years Inception Date ($) TOTAL EMERGING MKTS 296,371 6.23 -4.74 -18.16 -18.16 10.12 0.57 3.71 3.75 12/01/2006 MSCI EM Net -7.46 -14.57 -14.57 9.25 1.65 3.24 3.24

660-027820 LAZARD EM 296,371 6.23 -4.74 -18.01 -18.01 10.19 0.60 3.76 3.81 01/01/2007 MSCI EM Net -7.46 -14.57 -14.57 9.25 1.65 3.24 2.89

TOTAL INTERMEDIATE FIXED INCOME 999,876 21.03 1.70 0.86 0.86 1.61 1.77 1.93 4.02 11/01/2001 BC Gov/Cr Intm 1.65 0.88 0.88 1.70 1.86 1.75 3.63

660-037397 METROPOLITAN WST INTM BND 999,876 21.03 1.69 0.87 0.87 1.60 N/A N/A 1.29 01/01/2015 BC Gov/Cr Intm 1.65 0.88 0.88 1.70 1.86 1.75 1.54

TOTAL HIGH YIELD FIXED 255,006 5.36 -4.16 -1.21 -1.21 4.70 2.42 4.66 5.51 06/01/2010 BC Corp High Yield TR -4.53 -2.08 -2.08 7.23 3.83 5.98 6.78

660-037397 PRUDENTIAL HY Z 255,006 5.36 -4.16 -1.29 -1.29 N/A N/A N/A 3.13 01/01/2017 BC Corp High Yield TR -4.53 -2.08 -2.08 7.23 3.83 5.98 2.60

TOTAL COMMODITIES 237,715 5.00 -16.76 -15.14 -15.14 4.79 -8.07 -6.80 -3.36 12/01/2006 Bloomberg Commodity TR -9.41 -11.24 -11.24 0.30 -8.80 -7.84 -5.80

660-037397 TORTOISE MLP & PIPELINE I 237,715 5.00 -16.74 -15.12 -15.12 6.08 N/A N/A -6.43 01/01/2015 Alerian MLP Index -17.30 -12.42 -12.42 -1.06 -7.31 -1.26 -10.10

TOTAL HEDGE FUND/LIQUID ALTS 286,810 6.03 -6.45 -7.00 -7.00 3.81 0.28 2.51 1.46 12/01/2006 HFRI Fund of Funds Comp -4.86 -3.92 -3.92 1.34 1.42 2.94 1.52

660-037397 FPA CRESCENT 142,658 3.00 -10.52 -7.43 -7.43 4.05 N/A N/A 3.05 04/01/2014 60 MSCI ACWI NT 40 BC Agg -7.11 -5.52 -5.52 4.92 3.72 6.00 3.61

660-037397 INVESCO BALANCED RISK 144,152 3.03 -5.36 -6.73 -6.73 4.52 N/A N/A 2.73 04/01/2014 60 MSCI ACWI/40 BC GLB AGG -7.21 -5.70 -5.70 5.52 3.46 5.86 3.27

TOTAL MANAGED FUTURES 106,337 2.24 -3.00 -7.99 -7.99 -3.38 3.24 1.10 1.33 03/01/2010 Barclay CTA Index -1.40 -3.03 -3.03 -1.20 0.45 -0.13 0.51

8a (29 of 54) The Florida Bar Foundation - MLTI Balanced Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value % YTD Quarter Year Years Years Years Inception Date ($) 660-034193 ACL ALTERNATIVE SDA 106,337 2.24 -3.00 -7.99 -7.99 -3.38 3.24 1.10 1.33 03/01/2010 Barclay CTA Index -1.40 -3.03 -3.03 -1.20 0.45 -0.13 0.51

TOTAL STABLE VALUE 437,885 9.21 0.52 1.82 1.82 0.65 0.42 0.31 1.27 11/01/2001 FTSE Treasury Bill 3 Month 0.57 1.86 1.86 0.99 0.60 0.45 1.28

660-037397 CASH ACCOUNT 7,619 0.16 0.30 0.57 0.57 0.37 0.24 N/A 0.20 07/01/2012 FTSE Treasury Bill 3 Month 0.57 1.86 1.86 0.99 0.60 0.45 0.48

660-014779 CASH 430,267 9.05 0.55 2.01 2.01 0.71 0.47 0.33 1.30 10/01/2001 FTSE Treasury Bill 3 Month 0.57 1.86 1.86 0.99 0.60 0.45 1.29

8a (30 of 54) The Florida Bar Foundation - MLTI-Balanced Policy Index As of December 31, 2018 Policy Index Weight (%) Jun-2016 S&P 500 Total Return 19.00 Russell 2500 8.00 MSCI EAFE Net 18.00 MSCI EM Net 5.00 S&P Property Developed TR 3.00 Bloomberg Commodity TR 4.00 HFRI Fund of Funds Comp 3.00 Barclay CTA Index 3.00 BC Gov/Cr Intm 24.00 BC Corp High Yield TR 5.00 JPM GBI-EM Unhedged 3.00 FTSE Treasury Bill 3 Month 5.00

8a (31 of 54) MLTI - LMP

8a (32 of 54) The Florida Bar Foundation - MLTI LMP Compliance Monitor As of December 31, 2018

Executive Summary

Fixed Income Recommendation

Cash & Cash Equivalents

0.00% 20.00% 40.00% 60.00% 80.00% 100.00%

Policy Target In Policy Outside Policy

Minimum Target Maximum Asset Asset Differences Allocation Allocation Allocation Allocation Allocation (%) (%) (%) (%) ($) (%) Fixed Income 0.00 100.00 100.00 6,602,453.95 40.44 -59.56 Cash & Cash Equivalents 0.00 0.00 10.00 9,722,621.78 59.56 59.56 Total Fund - 100.00 - 16,325,075.73 100.00 0.00

8a (33 of 54) The Florida Bar Foundation - MLTI - LMP Account and Holdings Breakdown As of December 31, 2018 December 31, 2018 : $16,325,076

Domestic Fixed Income - $6,602,454.0 40.4%

Cash Equivalent - $9,722,621.8 59.6%

8a (34 of 54) The Florida Bar Foundation - MLTI LMP Portfolio Growth Analysis December 31, 2018

Investable Assets $24,420,000.00

$22,385,000.00

$20,350,000.00

$18,315,000.00 Market Market Value

$16,280,000.00

$14,245,000.00 5/16 8/16 11/16 2/17 5/17 8/17 11/17 2/18 5/18 8/18 12/18

MLTI - LMP Net Cash Flow

Gain and Loss Summary

Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date MLTI - LMP 06/01/2016 Beginning Market Value 16,228,297.16 21,881,904.59 21,881,904.59 - - - 23,028,860.35 Net Contributions - -5,800,000.00 -5,800,000.00 - - - -7,133,000.00 Gain/Loss 96,778.57 243,171.14 243,171.14 - - - 429,215.38 Ending Market Value 16,325,075.73 16,325,075.73 16,325,075.73 - - - 16,325,075.73

Trailing Period Performance Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date MLTI - LMP 0.60 1.45 1.45 - - - 0.88 06/01/2016

Net Of Fees * Comparative performance starts at the first month-end after inception. 8a (35 of 54) The Florida Bar Foundation - MLTI LMP Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value YTD Quarter Year Years Years Years Inception Date ($) MLTI - LMP - US Govt Fixed 6,602,454 0.63 1.59 1.59 N/A N/A N/A 0.99 06/01/2016

MLTI - LMP - Cash 9,722,622 0.04 0.95 0.95 N/A N/A N/A 0.40 06/01/2016

MLTI - LMP - Total 16,325,076 0.62 1.56 1.56 N/A N/A N/A 0.96 06/01/2016 90-Day T-Bills 0.57 1.86 1.86 0.99 0.60 0.45 1.11

8a (36 of 54) Endowment

8a (37 of 54) The Florida Bar Foundation - Endowment Account and Holdings Breakdown As of December 31, 2018 December 31, 2018 : $4,449,726

Endowment STCA $110,093 - 2%

Florida Bar Foundation - LTIP $4,339,633 - 98%

8a (38 of 54) The Florida Bar Foundation - Endowment Portfolio Growth Analysis December 31, 2018

Investable Assets $8,690,000.00

$6,517,500.00

$4,345,000.00

$2,172,500.00 Market Market Value

$0.00

($2,172,500.00) 10/01 10/02 10/03 10/04 10/05 10/06 10/07 10/08 10/09 10/10 10/11 10/12 10/13 10/14 10/15 10/16 10/17 12/18

Florida Bar Foundation Endowment Net Cash Flow

Gain and Loss Summary

Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Florida Bar Foundation Endowment 11/01/2001 Beginning Market Value 4,880,974.25 4,786,799.43 4,786,799.43 6,497,857.62 7,762,054.69 6,185,118.19 2,559,736.34 Net Contributions 7,657.19 65,914.09 65,914.09 -2,498,883.39 -3,668,030.81 -3,433,322.59 -1,728,656.19 Gain/Loss -438,905.41 -402,987.49 -402,987.49 450,751.80 355,702.15 1,697,930.43 3,618,645.88 Ending Market Value 4,449,726.03 4,449,726.03 4,449,726.03 4,449,726.03 4,449,726.03 4,449,726.03 4,449,726.03

Trailing Period Performance Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Florida Bar Foundation Endowment -8.94 -8.11 -8.11 3.11 1.60 4.06 4.85 11/01/2001

Gross Of Fees * Comparative performance starts at the first month-end after inception. 8a (39 of 54) Endowment - STCA

8a (40 of 54) The Florida Bar Foundation - STCA Portfolio Growth Analysis December 31, 2018

Investable Assets $3,740,000.00

$2,805,000.00

$1,870,000.00

$935,000.00 Market Market Value

$0.00

($935,000.00) 10/13 1/14 4/14 7/14 10/14 1/15 4/15 7/15 10/15 1/16 4/16 7/16 10/16 1/17 4/17 7/17 10/17 1/18 4/18 7/18 12/18

Endowment STCA Net Cash Flow

Gain and Loss Summary

Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Endowment STCA 11/01/2013 Beginning Market Value 109,464.95 109,160.81 109,160.81 2,304,021.65 1,700,071.73 - 1,700,014.91 Net Contributions - - - -2,195,285.04 -1,592,030.45 - -1,592,030.45 Gain/Loss 628.07 932.21 932.21 1,356.41 2,051.74 - 2,108.56 Ending Market Value 110,093.02 110,093.02 110,093.02 110,093.02 110,093.02 - 110,093.02

Trailing Period Performance Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Endowment STCA 0.57 0.85 0.85 0.30 0.19 - 0.18 11/01/2013

Net Of Fees * Comparative performance starts at the first month-end after inception. 8a (41 of 54) The Florida Bar Foundation - STCA Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value YTD Quarter Year Years Years Years Inception Date ($) Endowment STCA 110,093 0.57 0.85 0.85 0.30 0.19 N/A 0.18 11/01/2013 90-Day T-Bills 0.57 1.86 1.86 0.99 0.60 0.45 0.59

8a (42 of 54) Endowment - LTIP

8a (43 of 54) The Florida Bar Foundation - LTIP Compliance Monitor As of December 31, 2018

Executive Summary

TOTAL LARGE CAP TOTAL MID/SMALL CAP TOTAL INTERNATIONAL EQUITY TOTAL EMERGING MARKETS TOTAL COMMODITIES TOTAL REITS TOTAL FIXED INCOME TOTAL HIGH YIELD FIXED INCOME TOTAL EMERGING MARKETS FI TOTAL MANAGED FUTURES TOTAL HEDGE FUND/LIQUID ALTS TOTAL STABLE VALUE

0.00% 6.00% 12.00% 18.00% 24.00% 30.00% 35.00%

Policy Target In Policy Outside Policy

Minimum Target Maximum Asset Asset Differences Allocation Allocation Allocation Allocation Allocation (%) (%) (%) (%) ($) (%) Florida Bar Foundation - LTIP - 100.00 - 4,339,633.01 100.00 0.00 TOTAL LARGE CAP 15.00 21.00 27.00 905,862.51 20.87 -0.13 TOTAL MID/SMALL CAP 3.00 8.00 13.00 342,243.61 7.89 -0.11 TOTAL INTERNATIONAL EQUITY 15.00 21.00 27.00 904,463.07 20.84 -0.16 TOTAL EMERGING MARKETS 0.00 5.00 10.00 289,005.66 6.66 1.66 TOTAL COMMODITIES 0.00 4.00 9.00 206,121.26 4.75 0.75 TOTAL REITS 0.00 3.00 8.00 - 0.00 -3.00 TOTAL FIXED INCOME 13.00 19.00 25.00 721,996.94 16.64 -2.36 TOTAL HIGH YIELD FIXED INCOME 0.00 5.00 10.00 233,067.29 5.37 0.37 TOTAL EMERGING MARKETS FI 0.00 3.00 8.00 - 0.00 -3.00 TOTAL MANAGED FUTURES 0.00 3.00 8.00 120,004.41 2.77 -0.23 TOTAL HEDGE FUND/LIQUID ALTS 0.00 5.00 10.00 224,157.03 5.17 0.17 TOTAL STABLE VALUE 0.00 3.00 8.00 392,711.23 9.05 6.05

8a (44 of 54) The Florida Bar Foundation - LTIP Account and Holdings Breakdown As of December 31, 2018 Total Fund ($) %

9.05% Florida Bar Foundation - LTIP 4,339,633 100.00 TOTAL LARGE CAP 905,863 20.87 5.17% 20.87% 660-037382 INVESCO FTSE RAFI US1000 81,764 1.88 2.77% 660-037382 VANGUARD S&P 500 824,099 18.99 5.37% TOTAL MID/SMALL CAP 342,244 7.89 660-028889 THOMPSON, SIEGEL, & WALMSLEY 169,704 3.91 7.89% 660-151410 RIVERBRIDGE PARTNERS 172,539 3.98 TOTAL INTERNATIONAL EQUITY 904,463 20.84 660-037382 VANGUARD FTSE DEV 265,302 6.11 16.64% 660-037382 OAKMARK INTERNATIONAL 343,781 7.92 660-037382 OPPENHEIMER INTL GROWTH 295,380 6.81 TOTAL EMERGING MARKETS 289,006 6.66 20.84% 4.75% 660-028891 LAZARD 289,006 6.66 6.66% TOTAL COMMODITIES 206,121 4.75 660-037382 TORTOISE MLP & PIPELINE INST 206,121 4.75 TOTAL FIXED INCOME 721,997 16.64 TOTAL LARGE CAP 660-037382 METROPOLITAN WST INTM BD I 721,997 16.64 TOTAL HIGH YIELD FIXED INCOME 233,067 5.37 TOTAL MID/SMALL CAP 660-037382 PRUDENTIAL HY Z 233,067 5.37 TOTAL MANAGED FUTURES 120,004 2.77 TOTAL INTERNATIONAL EQUITY 660-036650 ACL ALT LTD 120,004 2.77 TOTAL EMERGING MARKETS TOTAL HEDGE FUND/LIQUID ALTS 224,157 5.17 660-047431 HATTERAS 58,431 1.35 TOTAL COMMODITIES 660-037382 INVESCO BALANCED-RISK ALLOC 165,727 3.82 TOTAL STABLE VALUE 392,711 9.05 TOTAL FIXED INCOME 660-037382 CASH ACCOUNT 11,900 0.27 660-151411 CASH 380,811 8.78 TOTAL HIGH YIELD FIXED INCOME

TOTAL MANAGED FUTURES

TOTAL HEDGE FUND/LIQUID ALTS

TOTAL STABLE VALUE

8a (45 of 54) The Florida Bar Foundation - LTIP Portfolio Growth Analysis December 31, 2018

Investable Assets $8,800,000.00

$6,600,000.00

$4,400,000.00

$2,200,000.00 Market Market Value

$0.00

($2,200,000.00) 10/01 10/02 10/03 10/04 10/05 10/06 10/07 10/08 10/09 10/10 10/11 10/12 10/13 10/14 10/15 10/16 10/17 12/18

Florida Bar Foundation - LTIP Net Cash Flow

Gain and Loss Summary

Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Florida Bar Foundation - LTIP 11/01/2001 Beginning Market Value 4,771,509.30 4,677,638.62 4,677,638.62 4,193,835.97 6,061,982.96 6,185,118.19 2,559,736.34 Net Contributions 7,657.19 65,914.09 65,914.09 -303,598.35 -2,076,000.36 -3,541,292.14 -1,836,625.74 Gain/Loss -439,533.48 -403,919.70 -403,919.70 449,395.39 353,650.41 1,695,806.96 3,616,522.41 Ending Market Value 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01

Trailing Period Performance Inception Current Qtr YTD 1 Year 3 Years 5 Years 7 Years Since Inception* Date Florida Bar Foundation - LTIP -9.16 -8.32 -8.32 4.13 2.06 4.44 5.01 11/01/2001

Gross Of Fees * Comparative performance starts at the first month-end after inception. 8a (46 of 54) The Florida Bar Foundation - LTIP Performance Review December 31, 2018

Trailing Period Performance 16.00

8.00 6.34 6.81 5.01 5.22 4.13 4.84 2.06 2.73 0.00 Return

-6.20 -6.20 -8.00 -8.05 -8.32 -8.32 -9.16

-16.00 Qtr 2018 1 Year 3 Years 5 Years 10 Years SI Month

Florida Bar Foundation - LTIP Policy Index

Inception Qtr YTD 1 Year 3 Years 5 Years 10 Years SI Month Date Florida Bar Foundation - LTIP -9.16 -8.32 -8.32 4.13 2.06 6.34 5.01 11/01/2001 Policy Index -8.05 -6.20 -6.20 4.84 2.73 6.81 5.22 11/01/2001

Gain and Loss Summary

Inception Qtr YTD 1 Year 3 Years 5 Years 10 Years SI Month Date Florida Bar Foundation - LTIP 11/01/2001 Beginning Market Value 4,771,509.30 4,677,638.62 4,677,638.62 4,193,835.97 6,061,982.96 4,193,741.99 2,559,736.34 Net Contributions 7,657.19 65,914.09 65,914.09 -303,598.35 -2,076,000.36 -3,050,337.41 -1,836,625.74 Gain/Loss -439,533.48 -403,919.70 -403,919.70 449,395.39 353,650.41 3,196,228.43 3,616,522.41 Ending Market Value 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01 4,339,633.01

Gross Of Fees 8a (47 of 54) The Florida Bar Foundation - LTIP Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value % YTD Quarter Year Years Years Years Inception Date ($) Florida Bar Foundation - LTIP 4,339,633 -9.16 -8.32 -8.32 4.13 2.06 4.44 5.01 11/01/2001 Policy Index -8.05 -6.20 -6.20 4.84 2.73 5.11 5.22

TOTAL EQUITY 2,441,575 -13.59 -12.58 -12.58 5.53 2.95 7.06 5.58 11/01/2001 MSCI AC World Net -12.75 -9.41 -9.41 6.60 4.26 8.38 6.29

TOTAL LARGE CAP 905,863 -13.50 -4.90 -4.90 7.44 6.42 10.93 6.83 11/01/2001 S&P 500 Total Return -13.52 -4.38 -4.38 9.26 8.49 12.70 7.28

660-037382 INVESCO FTSE RAFI US1000 81,764 -13.93 -8.71 -8.71 7.49 6.24 N/A 8.17 06/01/2013 Russell 1000 VL -11.72 -8.27 -8.27 6.95 5.95 11.02 7.69

660-037382 VANGUARD S&P 500 824,099 -13.45 -4.50 -4.50 N/A N/A N/A 9.35 06/01/2016 S&P 500 Total Return -13.52 -4.38 -4.38 9.26 8.49 12.70 9.32

TOTAL MID/SMALL CAP 342,244 -16.88 -5.64 -5.64 7.59 5.82 11.64 8.49 11/01/2001 Russell 2500 -18.49 -10.00 -10.00 7.32 5.15 10.97 9.11

660-028889 THOMPSON, SIEGEL, & WALMSLEY 169,704 -16.85 -11.66 -11.66 3.93 4.11 10.97 6.76 07/01/2007 Russell 2500 VL -17.12 -12.36 -12.36 6.59 4.16 10.00 5.16

660-151410 RIVERBRIDGE PARTNERS 172,539 -16.52 -0.04 -0.04 10.90 7.28 12.12 12.02 11/01/2011 Russell 2500 GR -20.08 -7.47 -7.47 8.11 6.19 11.96 11.40

TOTAL INTERNATIONAL EQUITY 904,463 -14.92 -19.66 -19.66 1.74 -0.10 3.39 4.00 11/01/2001 MSCI EAFE Net -12.54 -13.79 -13.79 2.87 0.53 5.75 5.32

660-037382 VANGUARD FTSE DEV 265,302 -13.37 -14.76 -14.76 3.43 N/A N/A 1.49 04/01/2015 FTSE Developed All Cap ex US -13.18 -14.55 -14.55 3.82 1.10 5.99 1.53

660-037382 OAKMARK INTERNATIONAL 343,781 -16.31 -23.43 -23.43 2.35 -0.50 N/A 0.38 10/01/2013 MSCI AC World ex US Net -11.46 -14.19 -14.19 4.48 0.68 4.85 1.54

660-037382 OPPENHEIMER INTL GROWTH 295,380 -14.68 -19.36 -19.36 0.08 -0.72 N/A 0.44 10/01/2013 MSCI ACWI ex US Growth (Net) -12.20 -14.43 -14.43 4.19 1.69 5.61 2.49

8a (48 of 54) The Florida Bar Foundation - LTIP Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value % YTD Quarter Year Years Years Years Inception Date ($) TOTAL EMERGING MARKETS 289,006 -4.77 -18.16 -18.16 10.31 1.09 4.01 2.22 06/01/2007 MSCI EM Net -7.46 -14.57 -14.57 9.25 1.65 3.24 1.97

660-028891 LAZARD 289,006 -4.77 -18.16 -18.16 10.31 1.09 4.03 2.36 07/01/2007 MSCI EM Net -7.46 -14.57 -14.57 9.25 1.65 3.24 1.57

TOTAL COMMODITIES 206,121 -16.76 -15.14 -15.14 5.03 -9.01 -7.85 -6.01 06/01/2007 Bloomberg Commodity TR -9.41 -11.24 -11.24 0.30 -8.80 -7.84 -6.13

660-037382 TORTOISE MLP & PIPELINE INST 206,121 -16.74 -15.12 -15.12 6.08 N/A N/A -6.77 12/01/2014 Alerian MLP Index -17.30 -12.42 -12.42 -1.06 -7.31 -1.26 -11.16

TOTAL FIXED INCOME 721,997 1.70 0.87 0.87 1.62 1.73 2.42 4.49 11/01/2001 BC Gov/Cr Intm 1.65 0.88 0.88 1.70 1.86 1.75 3.63

660-037382 METROPOLITAN WST INTM BD I 721,997 1.69 0.87 0.87 1.60 N/A N/A 1.24 12/01/2014 BC Gov/Cr Intm 1.65 0.88 0.88 1.70 1.86 1.75 1.43

TOTAL HIGH YIELD FIXED INCOME 233,067 -4.16 -1.27 -1.27 4.55 2.32 4.75 5.59 06/01/2010 BC Corp High Yield TR -4.53 -2.08 -2.08 7.23 3.83 5.98 6.78

660-037382 PRUDENTIAL HY Z 233,067 -4.16 -1.29 -1.29 N/A N/A N/A 3.13 01/01/2017 BC Corp High Yield TR -4.53 -2.08 -2.08 7.23 3.83 5.98 2.60

TOTAL MANAGED FUTURES 120,004 -3.00 -7.55 -7.55 -3.22 3.35 1.49 1.49 01/01/2012 Barclay CTA Index -1.40 -3.03 -3.03 -1.20 0.45 -0.13 -0.13

660-036650 ACL ALT LTD 120,004 -3.00 -7.55 -7.55 -3.22 3.35 1.49 1.16 02/01/2012 Barclay CTA Index -1.40 -3.03 -3.03 -1.20 0.45 -0.13 -0.14

TOTAL HEDGE FUND/LIQUID ALTS 224,157 -4.12 -3.51 -3.51 1.01 1.14 2.77 2.27 03/01/2010 HFRI Fund of Funds -4.86 -3.92 -3.92 1.34 1.42 2.94 2.31

660-047431 HATTERAS 58,431 -0.30 6.33 6.33 4.64 3.27 4.31 3.52 04/01/2010 HFRI Fund of Funds -4.86 -3.92 -3.92 1.34 1.42 2.94 2.14

8a (49 of 54) The Florida Bar Foundation - LTIP Annualized Performance Summary As of December 31, 2018

Allocation Performance(%) Market Current 1 3 5 7 Since Inception Value % YTD Quarter Year Years Years Years Inception Date ($) 660-037382 INVESCO BALANCED-RISK ALLOC 165,727 -5.35 -6.73 -6.73 4.52 2.90 N/A 2.57 05/01/2013 60 MSCI ACWI/40 BC GLB AGG -7.21 -5.70 -5.70 5.52 3.46 5.86 4.21

TOTAL STABLE VALUE 392,711 0.40 1.57 1.57 0.56 0.34 0.25 1.12 11/01/2001 FTSE Treasury Bill 3 Month 0.57 1.86 1.86 0.99 0.60 0.45 1.28

660-037382 CASH ACCOUNT 11,900 0.05 0.16 0.16 0.07 0.06 N/A 0.06 07/01/2012 FTSE Treasury Bill 3 Month 0.57 1.86 1.86 0.99 0.60 0.45 0.48

660-151411 CASH 380,811 0.47 2.25 2.25 0.79 0.48 0.35 1.16 11/01/2001

FTSE Treasury Bill 3 Month 0.57 1.86 1.86 0.99 0.60 0.45 0.01 01/01/1978

8a (50 of 54) The Florida Bar Foundation - Endowment LTIP Policy Index As of December 31, 2018 Policy Index Weight (%) Jun-2016 S&P 500 Total Return 21.00 Russell 2500 8.00 MSCI EAFE Net 21.00 MSCI EM Net 5.00 S&P Property Developed TR 3.00 Bloomberg Commodity TR 4.00 HFRI Fund of Funds Comp 5.00 Barclay CTA Index 3.00 BC Gov/Cr Intm 19.00 BC Corp High Yield TR 5.00 JPM GBI-EM Unhedged 3.00 FTSE Treasury Bill 3 Month 3.00

8a (51 of 54) Manager Summary Reports

8a (52 of 54) Performance Appendix Performance Data below is net of fees. Please see the Morgan Stanley Smith Barney LLC Form ADV Part 2 Brochure for advisory accounts and/or any applicable brokerage account trade confirmation statements for a full disclosure of the applicable charges, fees and expenses. Your Financial Advisor will provide those documents to you upon request.

1 3 5 10 Since Inception Portfolio Name QTD YTD Year Years Years Years Inception Date 660-014777 Riverbridge SMID Gr -16.74 -0.75 -0.75 10.18 6.52 13.63 7.91 02/01/2008 660-016032 CASH 0.57 1.78 1.78 0.97 0.60 0.38 1.96 10/01/2001 660-027804 TS&W SMID Value -17.20 -11.72 -11.72 3.44 3.52 12.26 5.92 12/01/2006 660-027820 LAZARD EM -4.95 -18.70 -18.70 9.28 -0.22 8.10 3.09 12/01/2006 660-028889 THOMPSON, SIEGEL, & WALMSLEY -17.02 -12.31 -12.31 3.15 3.30 11.50 5.77 06/01/2007 660-028891 LAZARD -4.98 -18.84 -18.84 9.41 0.27 7.94 1.43 06/01/2007 660-037382 CASH ACCOUNT -0.65 -4.08 -4.08 -9.12 -12.81 -- -13.31 06/01/2012 660-037382 INVESCO BALANCED-RISK ALLOC -5.35 -6.73 -6.73 4.52 2.90 -- 2.57 05/01/2013 660-037382 INVESCO FTSE RAFI US1000 -13.93 -8.71 -8.71 7.49 6.24 -- 7.72 05/01/2013 660-037382 METROPOLITAN WST INTM BD I 1.70 0.87 0.87 1.60 -- -- 1.31 11/01/2014 660-037382 OAKMARK INTERNATIONAL -16.31 -23.43 -23.43 2.35 -0.50 -- 0.38 10/01/2013 660-037382 OPPENHEIMER INTL GROWTH -14.68 -19.36 -19.36 0.08 -0.72 -- 0.44 10/01/2013 660-037382 PRUDENTIAL HY Z -4.16 -1.29 -1.29 ------3.92 12/01/2016 660-037382 TORTOISE MLP & PIPELINE INST -16.74 -15.12 -15.12 6.08 -- -- -7.51 11/01/2014 660-037382 VANGUARD FTSE DEV -13.37 -14.76 -14.76 3.43 -- -- 1.07 03/01/2015 660-037382 VANGUARD S&P 500 -13.45 -4.50 -4.50 ------9.11 05/01/2016 660-037397 CASH ACCOUNT -13.21 -22.47 -22.47 -21.79 -31.67 -- -28.62 06/01/2012 660-037397 FPA CRESCENT -10.52 -7.43 -7.43 4.05 -- -- 3.17 03/01/2014 660-037397 INVESCO BALANCED RISK -5.36 -6.73 -6.73 4.52 -- -- 2.51 03/01/2014 660-037397 INVESCO FTSE RAFI US 1000 -14.08 -8.86 -8.86 7.44 6.21 -- 7.86 07/01/2013 660-037397 METROPOLITAN WST INTM BND 1.70 0.87 0.87 1.60 -- -- 1.24 12/01/2014 660-037397 OAKMARK INTERNATIONAL -16.31 -23.43 -23.43 2.35 -0.50 -- 0.38 10/01/2013 660-037397 OPPENHEIMER INTL GR -14.68 -19.36 -19.36 0.08 -0.72 -- 0.44 10/01/2013 660-037397 PRUDENTIAL HY Z -4.16 -1.29 -1.29 ------3.92 12/01/2016 660-037397 TORTOISE MLP & PIPELINE I -16.74 -15.12 -15.12 6.08 -- -- -6.77 12/01/2014 660-037397 VANGUARD FTSE DEVELOPED MKTS E -13.35 -14.74 -14.74 3.44 -- -- 0.85 03/01/2015 660-037397 VANGUARD S&P 500 -13.51 -4.42 -4.42 ------9.30 06/01/2016 660-151410 RIVERBRIDGE PARTNERS -16.71 -0.86 -0.86 9.97 6.39 13.87 8.15 02/01/2008 660-151411 CASH 0.47 2.25 2.25 0.79 0.48 0.32 1.15 10/01/2001 MLTI - LMP 0.60 1.45 1.45 ------0.88 05/01/2016

8a (53 of 54) Section X: Composite Strategy Overview – Investment Process and Style Summary

Manager Inception Style Investment Objective & Process Index

Large Cap Equity Vanguuard May-16 Blend Long-Term Capital Appreciation S&P 500 Index Vanguard S&P 500 Index - VOO Replicate performance of the S&P 500 Index PowerShares Jul-13 Value Long-Term Capital Appreciation FTSE RAFI US 1000 or Russell 1000 Value PowerShares FTSE RAFI 1000 - PRF Replicate performance of the FTSE RAFI US 1000 Index

Small/Mid Cap Equity RiverBridge Partners Dec-11 Growth Long-Term Growth of Capital (Conservative Growth) Russell 2500 Growth Riverbridge Small/Mid Growth Bottom-up process that seeks to invest in high-quality companies with strong secular growth trends Thompson, Siegel & Walmsley Jun-07 Value Long-Term Capital Appreciation (Traditional Value) Russell 2500 Value TS&W Smid Value Bottom-up, fundamental approach based on the manager's proprietary Four-Factor Model

International Equity Vanguard Long-Term Capital Growth FTSE Developed Ex-North America Index or Vanguard FTSE Developed Mkt (VEA) Mar-15 Blend Replicate performance of the FTSE Developed Ex-North America Index MSCI EAFE Oppenheimer Oct-13 Growth-oriented Long-Term Capital Growth (Aggressive) MSCI ACWI ex-US Gr or MSCEI EAFE Gr Oppenheimer International Gr Y - OIGYX Theme-based investing that focuses on Mass Affluence, New Tech., Restructuring,ulation. Aging Pop Oakmark Funds Oct-13 Value-oriented Long-Term Capital Appreciation MSCI ACWI ex-US Value or MSCI EAFE Value Oakmark International I - OAKIX Bottom-up process looks for companies trading at substantial discount icto values.their estimated intrins

Emerging Markets Equity Lazard Asset Management Dec-06 Value-oriented Long-Term Capital Appreciation MSCI Emerging Markets Lazard Emerging Markets Equity Bottom-up process; Identify undervalued companies whose principal businessries is located in EM count

Managed Futures ACL (Abbey Capital) Mar-10 Managed Futures See prospectus Barclay CTA

Commodities /Nat. Resources/MLPs Tortoise Advisors Dec-14 MLPs Invest in the large and diverse North American pipeline network. Flexibility to accessAlerian traditional MLP Index Tortoise MLP & Pipeline I - TORIX pipeline corporations alongside MLPs.

Seeks to provide a total return consistent with reasonable investment risk, through a combination of income and Hedged /Liquid Alternatives capital appreciation. FPA Funds Mar-14 Moderate Allocation 60% S&P 500 / 40% BC U.S. Agg Actively managed strategy that provides exposure to stocks, bonds, and commodities, using a risk-balanced FPA Crescent - FPACX approach. Seeks to protect during periods of economic stress. Invesco Mar-14Allocation Tactical 60%MSCI ACWI / 40% BC GLB Agg Invesco Balanced-Risk Allocation R6 - ALLFX Hatteras Jul-06 Fund of Hedge Funds Long-Term Capital Appreciation HFRI Fund of Funds Composite Index Hatteras Multi-Strategy Fund Absolute return focus; Diversified /Multi-Strategy Approach

Fixed Income Metropolitan West Advisors Dec-14 Intermediate-Term Current Income & Moderate Appreciation Bloomberg Barclays Interm. Gov/Credit Index MetWest Intermediate Bond I - MWIIX Fixed Income Seeks to outperform the BC Intermediate Gov/Credit Indexll risk while similar maintaining to that ofovera the index.

High Yield Fixed Income Prudential Funds Dec-16 High Yield Seeks to provide a high level of current income with capital appreciationive. as a secondaryBloomberg object Barclays High Yield Index

Prudential HY Z - PHYZX Fixed Income Invests primarily in bonds that are rated below investment-grade or unrated.

The data contained herein have been obtained from sources we believe to be reliable, but cannot be warranted by Morgan Stanley Smith Barney LLC as to accuracy8a (54 or completeness. of 54) We do not undertake to advise of changes in our figures or views. This is not a solicitation to buy or sell. Past performance is no guarantee of future results. 9. Report of the Strategic Reset Committee

THE FLORIDA BAR FOUNDATION STRATEGIC RESET METRICS Prepared by Spark Policy Institute

9a (1 of 20) Overview

In June 2017, The Florida Bar Foundation adopted its Strategic Reset (hereinafter referred to as “Strategic Reset” or “Reset”).1 The Reset represents a significant change in the Foundation’s traditional business model, elevating its role as a strategic leader and catalyst for increased access to justice for all. In July 2018, the Foundation hired Spark Policy Institute to develop assessment metrics and mechanisms to help the Foundation measure the impact of the Strategic Reset.

Process for Developing the Metrics Spark Policy Institute worked with executive and program-level staff of The Florida Bar Foundation and three members of the Strategic Reset Committee to develop the evaluation framework and metrics in late 2018. The iterative metrics development processes included a day-long planning session in July, monthly web-based feedback meetings, and a presentation to the Board in December 2018.

Outline of this Report This report is divided into three sections. We begin by presenting the evaluation framework, which guided the development of the metrics. Second, we present metrics which align with the Reset’s Theory of Change. Finally, we offer some reflections and recommendations on next steps.

1For more information, please see: https://thefloridabarfoundation.org/what-we-do/ strategic-reset/

Florida Bar Foundation Strategic Reset Metrics 2 9a (2 of 20) Section 1: Evaluation Framework

Spark developed this Evaluation Framework to guide development of the metrics. The Framework includes three key components:

1 the scope and aims of the Strategic Reset, including the Reset theory of change;

2 the primary ways in which the metrics will be used; and 3 other key considerations in developing the metrics.

By grounding the development of the metrics in these foundational elements, we sought to ensure that they provide information that is useful, credible, and aligned with the Reset’s ongoing work.

Scope and Aims of the Strategic Reset

TAKING A SYSTEM APPROACH

In Florida, many low- and moderate-income individuals (the poor and working poor) have unmet, and sometimes unidentified, civil legal problems with housing, immigration, family relationships, and other fundamental needs. They lack the avenues to be meaningfully heard, to protect their rights and to have their problems resolved, creating a civil justice gap.

The civil justice gap is the result of societal problems in access, effectiveness, and efficiency in the justice system. The Florida Bar Foundation has, and will continue to, address the justice gap by working with partners in the legal aid delivery system (Figure 1). The Foundation recognizes that providing funding for direct services alone will never be enough to close the gap. The Strategic Reset aims to close this gap by increasing access to justice, be it through direct services, impact advocacy, or education, to ultimately ensure that individuals receive due process and have their civil legal needs met.

The Reset takes a system-focused approach, which means it aims to influence the individuals and organizations outlined in the figure below to change the conditions that are holding the civil justice gap in place. Importantly, the Reset complements the Foundation’s mission: to provide greater access to justice in Florida.

Florida Bar Foundation Strategic Reset Metrics 3 9a (3 of 20) The System the Strategic Reset Aims to Influence

Legal System Funders Supports Foundations • State, local, Tech providers • Law schools federal funders Business community

Low- and Moderate- Community Partners Policy Makers Income Floridians Churches • Family centers Local government • State Housing • Medical providers government • Federal government Libraries • Primary & Secondary schools • Community service Legal System providers LSC and non-LSC funded legal service providers • Private Bar: attorneys, paralegals, social workers, community activists • Courts: administrators, clerks Law enforcement

STRATEGIC RESET STRATEGIES AND ANTICIPATED OUTCOMES

The Strategic Reset is not a reset of the Foundation’s mission. The Foundation’s three-fold mission remains intact: (1) expand and improve representation and advocacy on behalf of low-income persons in civil legal matters; (2) improve the fair and effective administration of justice; and (3) promote public service among lawyers by making it an integral component of the law school experience. The Reset does not directly affect funding of Legal Aid Summer Fellows, Law School Civil Legal Clinics, or Equal Justice Works Fellows, and other established programs.

The Reset is organized around four primary strategies: (1) expanding access to direct legal services; (2) building a network of supportive services; (3) innovating and building the capacity of civil legal aid providers to increase the effectiveness and efficiency of legal services; and (4) educating and activating community members to increase self-efficacy. These strategies include an emphasis on both increasing access to legal services (direct services and complementary support) as well as helping to make the system more effective and efficient.

Florida Bar Foundation Strategic Reset Metrics 4 9a (4 of 20) If these strategies are successful, over time they will lead to increased partnerships and collaboration; shifts in issue framing and changes in norms; improved knowledge among community members; and systemic changes that increase access to, as well as the effectiveness and efficiency of, legal services. Ultimately, the impact of the Reset will be that individuals have increased access to civil justice and have their civil legal needs met, with or without litigation. The figure on the next page provides additional details for each of these components.

The grant-funded initiatives and internal work that the Foundation has identified as being part of the Strategic Reset are outlined in Appendix A. To understand the impact or “added value” of the Reset, it is important to ensure that metrics focus on these components of the work.

The Florida Bar Foundation’s Strategic Reset: Theory of Change STRATEGIES

Expand access to direct legal services with emphasis on qualitative and meaningful results for more people • Provide grants for direct legal support • Build relationships with the private bar to advance practices/policies that support provision of pro bono • Create processes and tools that support civil pro bono work • Build relationships and advocate for sustainable funding sources for direct legal services • Build the capacity of grantees to obtain funding Build a network of supportive services • Foster relationship among foundation, state and local service providers and community resources to build a network of non-traditional services and support • Strengthen the Foundation’s relationships with grantees, other legal aid organizations and community service providers to better understand community need and opportunities for support • Encourage and fund competitive grants that foster collaboration Innovate and build the capacity of legal aid providers to increase the effectiveness and efficiency of direct and supportive services • Fund competitive grants to innovate and address community need • Support technological changes to streamline service delivery • Increase access to legal delivery tools, resource materials, and trainings • Identify and support the adoption of promising and best practices by legal aid providers Educate and activate community members to address unmet needs • Foster relationship with grassroots organizations working with Floridians in need of legal services • Provide funding to legal aid and other service providers to educate and support clients to better address legal problems EARLY CHANGES

Enhanced partnerships and collaborations • Increased partnership between the Foundation, law schools, the private bar, legal aid organizations, and other justice system entities • Increased communication among civil legal aid funders • Improved strength and quality of relationships among legal aid entities and community partners (e.g., grants are proposed in collaboration) • Increase in partners looking to the Foundation as a resource (increased credibility) • Increased sense of inclusion among grantees in the Foundation’s processes

Florida Bar Foundation Strategic Reset Metrics 5 9a (5 of 20) EARLY CHANGES

Shifts in issue framing • Increased awareness of the importance of civil legal aid among decision-makers, funders and private attorneys • Increase in community partners seeking legal aid as a resource • Increased awareness of the importance of the Reset as a system-change strategy by grantees, decision-makers, funders and other system actors Increased exploration of shifts in practice among legal aid providers • Increased awareness of community need and assets among legal aid providers • Increase in legal aid providers using and accessing peer knowledge and shared resources • Increase in exploration of new and potentially promising practices by legal aid clinics and community service providers SYSTEM CHANGES

Institutionalized partnerships • Systems established that support knowledge sharing among legal aid and community service providers (e.g., training bank) • Formalized partnerships between legal aid providers and community partners (e.g., agreement to share client data) • Established shared metrics across legal aid funders • Aligned practices across three technology partners are formalized Changes in norms • Private attorneys see the value of pro bono work • Funders, legal aid and community service providers and those providing pro bono see themselves as a part of “one system” • The system has adopted a “client first” shared vision System and structures that promote effective and efficient practice among legal aid and community service providers • Increased adoption of shared standards of practice among legal aid providers • Increased replication and scaling of projects • Structures and processes that help community members to identify and elevate their legal needs (e.g., legal aid attorney embedded in a community housing organization) Institutionalized strategies to increase access to legal services • Increased philanthropic and state funding for legal aid • Increased number of firms with a policy outlining an offset of billables for pro bono hours • Rules have changed for pro bono hours to count for continuing legal education credits

Florida Bar Foundation Strategic Reset Metrics 6 9a (6 of 20) IMPACT

Individual-Level • Increased access to civil justice through both direct legal services and complementary support • Civil legal needs are met (with or without litigation) System-Level • Increased system capacity to meet direct legal needs • Increased system effectiveness and efficiency

Ways the Metrics Will be Used The Strategic Reset’s metrics can be used in two primary ways: (1) as a performance management tool - for example, as a “dashboard” to routinely examine overall progress across the portfolio of the Reset’s internal and external investments; and (2) as an evaluative tool – for example, to conduct a “deep” investigation into a particular element of the Reset, such as shifts in the landscape of pro bono practices and outcomes or investments in and the adoption of technology.

Broadly, the metrics aim to answer three primary evaluation questions:

• Long-Term Impact. What is the impact of the Reset on access to civil justice, through direct legal services and complementary support? • Short-Term Outcomes. What changes is the Reset fostering at the individual and organizational level (among legal aid organizations, community service providers, funders, community members, etc.)? • Strategy Implementation. How is the Reset being implemented (types of entities supported, activities conducted, people reached, etc.)? The metrics aim to ensure accountability, to facilitate improvement (internally), and to develop learnings for the field.

ENSURE ACCOUNTABILITY

The Florida Bar Foundation is responsible for reporting on the implementation and impact of the Strategic Reset to a variety of audiences, including The Florida Bar, the Florida Supreme Court, and members of Florida’s legal community. The Foundation needs to determine whether the Reset is allocating funding in ways that support its mission. Metrics will, therefore, need to illustrate the impact and effectiveness of the Reset in ways that resonate with these stakeholders, including being believable and credible.

Florida Bar Foundation Strategic Reset Metrics 7 9a (7 of 20) FACILITATE IMPROVEMENT

The Strategic Reset represents a shift in the way The Florida Bar Foundation structures its work internally and awards funding. Results will be used by Foundation staff to support and improve funding decisions, refine strategies and approaches, and make decisions that can help inform the work after the five-year “pilot” of the Reset. In turn, metrics need to provide data that can be used by Foundation staff to inform strategic decisions. They will need to accurately provide the “full story” of the work occurring and include a focus on context to ensure staff can interpret their meaning.

DEVELOP AND SHARE LEARNINGS

The Strategic Reset provides an opportunity for local grantees and partners as well as external audiences, such as other states and funders, to learn about a new model. The metrics should provide information that is useful for grantees: for example, to help them improve their work and leverage funds. The metrics should also provide opportunities for other states and funders to learn from the work occurring in Florida and help them leverage further funding for legal aid.

Other Key Considerations

EVALUATING A SYSTEM APPROACH

Evaluating a system approach like the Strategic Reset is a complex challenge. Unlike program- or service-focused evaluations, in which it is often straightforward to measure the number of people served, system evaluations need to employ a range of metrics to fully capture the impact of the system strategies. System evaluations also frequently include a greater focus on context, and aim to provide information that can support adaptation and strategic decision-making.

METRICS REFLECT VALUES

By outlining the dimensions by which a Reset will judge progress, metrics explicitly and implicitly communicate to grantees, Foundation staff, and external partners what the Reset feels is important. They communicate the Reset’s goals and aims. Because those participating in the Reset want to perform “well” on the metrics, they will shift their focus – reflecting the notion of “what gets measured gets done.”

Florida Bar Foundation Strategic Reset Metrics 8 9a (8 of 20) METRICS CAN HAVE UNINTENDED CONSEQUENCES

Metrics can provide a lot of value in ensuring accountability, informing strategy, and sharing promising practices. However, metrics can also have unintended consequences. Metrics can impose a large burden on those who need to collect, analyze, and report on them (such as grantees and Foundation staff) and potentially create inefficiencies, decrease cooperation/sense of partnership and foster reporting of low-quality information. Metrics can also unintentionally impact the system in negative ways, for example, limiting discretion and causing undesirable shifts in behavior or focus.

To the extent possible, it is important to anticipate potential unintended consequences upfront by choosing metrics that reflect the “root issues” of the system and encourage positive shifts in practice. It is important to think about how those who will be reporting on the metrics will respond. Likewise, it is critical to continue to investigate the impact of metrics over time.

Example of the Unintended Consequences of Metrics

Recent metrics to judge the performance of health systems emphasize feedback from patients on their experience. In some cases, patients rate hospitals poorly because they receive low quality food. Because hospitals want to receive high scores (to receive high reimbursement rates), they work to improve the quality of food – but is that the best way to improve the quality of patient care?

Summary: Process Used to Prioritize Metrics In summary, to prioritize metrics we used the following criteria:

• Relevant. Metrics had to be grounded in the work of the Reset to accurately capture the work being done. • Aligned. Metrics had to align with the evaluation questions and be useful for accountability, strategy refinement, and external learning. • Intentional. Metrics had to reflect the types of changes the initiative aims to foster, avoid potentially negative unintended consequences, and prevent unnecessary burden.

Florida Bar Foundation Strategic Reset Metrics 9 9a (9 of 20) Section 2: Proposed Metrics

We propose the following metrics. These metrics represent a starting place to answer the evaluation questions, and may need to be revised or expanded over time. The metrics are not listed in an order of priority, but instead are intended as a general overview. For details on each metric, see the table on pages 11-18.

Metric Rationale 1. Number and types of This metric will help the Foundation track what types of organizations are organizations being financially being supported and the extent to which funding aligns with the Reset’s supported. strategies. 2. Amount of funding leveraged. This metric will help the Foundation track the amount of funding leveraged by grantees. 3. Number and ways in which One of the goals of the Reset is to build organizational capacity. This metric people are trained. will help the Foundation understand who and how people are being trained by the Foundation or its grantees. 4. Number and types of materials One of the goals of the Reset is to build organizational capacity. This metric developed and shared. will help the Foundation to understand how they are supporting the field. 5. Number and types of One of the goals of the Reset is to increase the effectiveness and efficiency of innovative models supported, services. This metric will help the Foundation understand the models that are including pro bono. being developed to catalyze increased access to justice. 6. Number and percent of One of the goals of the Reset is to support adoption of best and shared grantees, legal aid providers, standards of practice. This metric will allow the Foundation to understand and pro bono providers how key players are changing their practices. Data can also be used to inform adopting best practices or funding decisions. shared standards of practice. 7. Number of clients using self- This metric will help the Foundation understand the ways in which it and its help resources or accessing partners are educating and activating community members to address unmet low-cost representation. needs. 8. Number and types of new Creating, promoting, enhancing, and institutionalizing partnerships can help partnerships. expand the system’s capacity. This metric will help the Foundation understand the number and types of partners that are part of, or who are joining, the “system.” 9. Economic benefits received by This metric provides a quantitative means of measuring the social impact clients. of this work. The definition of “economic benefits” is clear, consistent, and transparent to help ensure that it is viewed as credible. 10. Total number and types of This metric will help the Foundation understand the number and types of individuals who receive or people being reached or helped in some manner. The Foundation can examine benefit from civil legal support. the “value add of” specific efforts (e.g., grant approaches). Describing the different types of individuals served helps enhance transparency and credibility. 11. Actions and reactions of key This metric will keep the Foundation apprised of comments and reactions from stakeholders on the Strategic all stakeholders in the legal aid delivery system relating to acceptance and Reset. implementation of, accountability for, compliance with, and collaboration on the Strategic Reset.

Florida Bar Foundation Strategic Reset Metrics 10 9a (10 of 20) Metrics Details

Metric Components/Definition Relationship Potential Method/ Data Source to Theory of Change 1. Number and types Will be broken down by: Strategy This information can be collected and reported of organizations annually from FBF grantee agreements and Self- • Whether they are a previous or new grantee being financially Assessment Reporting (SAR). supported. • The type of grant they receive (grant program) • • The volume of funding they receive FBF grantee agreements and records indicate whether an organization previously received – – Total dollars awarded by FBF funding. –– Total dollars awarded by FBF as a percent of the total budget of • The SAR currently contains: (1) a funding code the organization that identifies grant type; (2) a question on • Region/ geographic area of focus “sources of funding for legal services and related activities”, which will give information on both • Type of organization dollars awarded by FBF as well as dollars from • Focus areas, for example: other sources; and (3) geographic allocation –– Direct representation of services. –– Maximizing the impact and effectiveness of civil legal assistance, • FBF will need to determine how to classify including technology the focus area of each grant, in terms of its alignment with the Reset priorities. The Theory of –– System change and innovation Change provides a potential starting place. 2. Amount of funding Total dollars that are directly matched for FBF-funded projects. This will Strategy Grantees can include information on matching funds leveraged. provide a ratio of how much external money is being leveraged for every and other funds secured to support grant activities dollar that FBF awards. in their annual SARs. This would be a new reporting category. FBF should consider creating a standard • Matched dollars will include the following: template so that all grantees are reporting this –– Any money that grantees are awarded from external sources or information in the same way. internal resources that grantees commit to a project specifically to fulfill matching requirements for an FBF grant. –– When the FBF grant is used as the “match” to fulfill a requirement for a different grant, the funding counted would be the external grant that is made possible due to the FBF matching money. • Matched dollars will be broken down by grant program.

Florida Bar Foundation Strategic Reset Metrics 11 9a (11 of 20) Metric Components/Definition Relationship Potential Method/ Data Source 2. Amount of funding Total dollars that the organization obtains in relation to FBF-funded Strategy Grantees can include information on matching funds leveraged. projects (not necessarily funds matched directly on FBF grants). and other funds secured to support grant activities in their annual SARs. This would be a new reporting • Will include the total on the amount of funding secured by grantees category. FBF should consider creating a standard to support grant-related projects, including funds secured outside template so that all grantees are reporting this of matching requirements (e.g., funds secured in subsequent information in the same way. project years). This will show how FBF dollars contribute to larger sustainability of grant related efforts. 3. Number and ways Number and types of training/educational opportunities offered or Strategy Data can be collected by FBF (for FBF-offered in which people are supported by FBF. events) and reported by grantees using a trained. standardized template, modeled after the existing • Will be broken down by topic, including: leadership and supervision; template for pro bono training on the SAR. diversity; non-profit management; grant writing; community education/ engagement; or other • Will be broken down by training method: in person; webinar; or other • Will be broken down by whether CLE credit was awarded Number of attendees.

• Will be broken down by type of individual trained: –– Legal aid providers vs. pro bono attorneys –– Students vs. practicing attorneys

Florida Bar Foundation Strategic Reset Metrics 12 9a (12 of 20) Metric Components/Definition Relationship Potential Method/ Data Source 4. Number and Number and types of materials developed and shared by FBF. Will be Strategy FBF can use an internal tracking sheet to record types of materials broken down by: the number and types of materials developed. This developed and tracking sheet could include the following: shared. • Type of materials, including: reports, online tools/platforms, news releases, or other • Title • Focus area • Type –– Direct representation • Focus area –– Maximizing the impact and effectiveness of civil legal assistance, • Who developed including technology • Audience –– Systems change and innovation • Means of sharing –– Other The number of people receiving the materials can Number of people who receive the materials be tracked by email lists, attendees at events where materials are shared, and website analytics. • For information actively shared: number of people who receive the material • For information passively shared: number of people who access the material 5. Number and types Number and types of innovative models proposed and developed by Strategy Grantees submit annual reports in which they of innovative models grantees: indicate whether they have: (1) achieved their supported, including outcomes, and (2) developed a model framework to pro bono. • Number of grantees proposing innovation-related projects add to FBF’s library of best practices. • Number of grantees meeting all or most of the measurable innovation- related outcomes defined on their grantee agreement • Number of grantees creating a model framework of best practices to share with others Will be broken down by types of innovative programs, products and approaches:

• Uses of new technology (hardware, software, web-based) • Changes in decision-making structure • Inclusion of non-traditional (i.e., non-legal) actors in the process • Change in the type of options available to clients

Florida Bar Foundation Strategic Reset Metrics 13 9a (13 of 20) Metric Components/Definition Relationship Potential Method/ Data Source 6. Number and Adoption of aligned practices Systems The FBF can track the extent to which funded legal percent of grantees, Change aid organizations are adopting shared standards of legal aid providers, • Number and types of shared practices/systems (e.g., procurement, practice, for example, through an annual survey or and pro bono technological) adopted by legal aid organizations brief interviews. providers adopting Adoption of pro bono best practices best practices and/or The number of organizations adopting a best shared standards of • Number of pro bono providers adhering to the best practices laid out practice from the library can be tracked via practice. in the pro bono benchmarks self-assessment guide downloads (and a brief follow-up survey) linked to the best practice library. • Number of cases posted on Florida Pro Bono Matters site • Number of attorneys submitting an interest form through the Florida The number of pro bono providers using the self- Pro Bono Matters site assessment guide will report their results directly to the Pro Bono Program Officer. Adoption of other best practices Data on use of Florida Pro Bono Matters can be • Number of organizations accessing and adopting one of the best collected from the site administrator. practices shared by the FBF in the best practices’ library • Will be broken down by type of practice and type of organization The extent to which grantees are evaluating their work can be added as a component of the SAR. Extent to which grantees are evaluating their work

• Number and percent of grantees who have evaluated their program’s impact or effectiveness 7. Number of Number of clients using self-help legal resources Early Change Website metrics can be captured via Google clients using self- Analytics or a similar service. help resources or • Number of questions that were answered on Florida Free Legal accessing low-cost Answers Number of clients using grantee-specific resources can be added as a component of the SAR. representation. • Site visits and materials downloaded from Florida Legal Access Gateway Information on intake appointments can be reported • Number of individuals using Florida Name Change website by legal aid providers. Number of clients using grantee-specific resources, self-help resources

Number of intake appointments at legal aid services organizations

Florida Bar Foundation Strategic Reset Metrics 14 9a (14 of 20) Metric Components/Definition Relationship Potential Method/ Data Source 8. Number of new Number of organizations partnering with the FBF (state-level partnerships) Early Change Annually, FBF can enumerate all organizations that partnerships. it considers to be partners according to a standard • Broken down by type of partner, such as: Systems list of criteria, such as: Change –– Legal services organization; other non-profit; government agency; • other foundations/funders; or other Organizations that attend FBF events • Number of grants proposed collaboratively between multiple organizations Organizations that allocate time/ money toward one of FBF’s initiatives • Broken down by type of grant • Organizations FBF has a MOU with • Broken down by type of partner • Organizations FBF regularly communicates with • Broken down by whether this represents a “new” collaboration The number of grants proposed collaboratively can Number of organizations participating in or partnering with the FBF be tracked by the grants program officer. grantees (local-level partnerships) To gather information on grantee partners, FBF can • Broken down geographically (by circuit) ask each grantee to provide a list of organizations that meet the same criteria it uses to designate its • Broken down by type of partner partners. 9. Economic benefits Number of clients receiving benefits, average financial awards, and total of Impact This is reported annually by grantees on the SAR in received by clients. awards secured for clients by staff and pro bono attorneys. the Direct Dollar Benefit to Clients section. If FBF wishes to adopt a standard reporting template, as Will be broken down according to benefit categories. An example that seen in the example from Virginia, the SAR would FBF could use comes from Virginia’s legal aid programs, which collect and need to be revised to incorporate such a template. report two categories of financial outcomes data:

• Direct dollar benefits for clients. These are for “affirmative dollar awards” to clients. Affirmative benefits are reported for the amounts of “lump sum awards/settlements” and “monthly benefits.” Specific financial benefits categories include “Social Security/SSI,” “Child Support,” and “Affirmative consumer judgments.” See the full list of the affirmative dollar award categories. • Dollar savings for clients. These outcomes are for “amount of dollar savings achieved for clients through judgments or payments avoided,” such as “Defensive Consumer Law Matters” (e.g., bankruptcy, garnishment). See the full list of the affirmative dollar award categories. As this metric is tracked over time, results need to be contextualized in terms of total FBF funding.

Florida Bar Foundation Strategic Reset Metrics 15 9a (15 of 20) Metric Components/Definition Relationship Potential Method/ Data Source 10. Total number and This metric will be broken down by the type of support received from a Impact Each grantee can report this total number of types of individuals particular grant or type of grant. For instance: individuals served annually on the SAR. While some who receive or of this is already being reported, it is not being benefit from civil • Total number of individuals who benefitted from the Community captured in a standardized way across all grantees. legal support. Economic Development Initiative such as: FBF can develop a standard rubric for how to count –– Number of individuals who retained affordable housing despite the total number of individuals served as well as eviction proceedings or other tenant issues; indirect beneficiaries.

– – Number of individuals obtaining affordable housing units with help To measure use of electronic and technology-aided from grantees or legal aid providers; resources, FBF can use website analytics. –– Number of employment opportunities created; and –– Number of individuals benefiting from initiatives focused on economic justice • Total number and types of individuals who were served due to a grant under the Transformation and Innovation Initiative; and/or • Total number of individuals who were served by or through any other grant provided or administered by FBF, including community-based civil service legal grants. The metric will also be broken down by actual type of support received. For instance,

• Total number and types of persons provided with direct legal services –– By funded legal aid providers –– By pro bono attorneys –– By others • Total number and types of persons who benefitted from FBF grants –– By funded legal aid providers –– By pro bono attorneys –– By others

Florida Bar Foundation Strategic Reset Metrics 16 9a (16 of 20) Metric Components/Definition Relationship Potential Method/ Data Source 10. Total number and • Some individual characteristics to be tracked include: Impact Each grantee can report this total number of types of individuals –– Race –– Disability (mental and individuals served annually on the SAR. While some who receive or physical) of this is already being reported, it is not being –– Ethnicity benefit from civil captured in a standardized way across all grantees. –– Rural/Urban Location legal support. –– Gender FBF can develop a standard rubric for how to count –– –– Gender identity and Incarcerated Status the total number of individuals served as well as orientation –– Income/Earnings indirect beneficiaries.

–– Age –– Dependency status To measure use of electronic and technology-aided –– Veteran status –– Citizenship status resources, FBF can use website analytics. –– Employment status

• Total number of individuals who benefitted from community lawyering2 –– Number who attended educational sessions / received educational materials –– Number who attended programs for prevention services –– Number of individuals served by medical/legal partnerships, who are not otherwise counted as receiving direct representation –– Number of individuals receiving assistance through locally-based clinics (e.g., “Law for All,” “Promise Zone”) • Number of individuals who benefitted from impact litigation –– Members of a class in a class-action lawsuit –– Number of individuals reached by a policy change • Total number of individuals who benefitted from FBF-supported electronic and technology-aided resources –– Number of individuals using Florida Legal Access Gateway to access legal information and resources –– Number of individuals using floridanamechange.org

2The Sargent Shriver National Center on Poverty Law defines community lawyering as the “process through which advocates contribute their legal knowledge and skills to support initiatives that are identified by the community and enhance the community’s power.” povertylaw.org/clearinghouse/collections/community

Florida Bar Foundation Strategic Reset Metrics 17 9a (17 of 20) Metric Components/Definition Relationship Potential Method/ Data Source 10. Total number and This metric will capture those receiving direct support (noted above) as Impact Each grantee can report this total number of types of individuals well as those receiving indirect support (tracked separately): individuals served annually on the SAR. While some who receive or of this is already being reported, it is not being benefit from civil • Total number and type of individuals indirectly benefiting from direct captured in a standardized way across all grantees. legal support. legal services FBF can develop a standard rubric for how to count –– Total members of the beneficiary household the total number of individuals served as well as indirect beneficiaries. • As this metric is tracked over time, results need to be contextualized in terms of total FBF funding and in terms of need. To measure use of electronic and technology-aided resources, FBF can use website analytics. 11. Action and Mean and median assessing: Strategy FBF can collect this information through a Reaction of key periodically administered survey tool using a stakeholders on the • Understanding of the Strategic Reset as a viable strategy; combination of Likert-scale ratings and open-ended Strategic Reset. • Acceptance of the Strategic Reset as a viable strategy; response questions. • Assessment of the implementation of the Strategic Reset; • Compliance with Strategic Reset guidelines and requirements; • Accountability and collaboration by and amongst key stakeholders regarding Reset’s objectives.

Florida Bar Foundation Strategic Reset Metrics 18 9a (18 of 20) Note on Assessment Tools and Process A systematic review of all tools will need to occur to ensure consistency with the selected metrics; some additional tools will need to be created to support the collection of metrics. Additional refinement of focus areas and characteristics needs to occur before finalizing tools.

The addition of metric 11 will require the development of a survey tool focused on the Reset. Consideration will need to be given as to whether this tool is stand-alone or incorporated into intended feedback loops for the whole strategy of FBF. Section 3: Recommendations and Reflection on Next Steps

The selected metrics represent a starting point for measuring the Strategic Reset. During the discussion and development of the metrics, several future steps were identified in addition to the review and development of tools.

• Gathering of data to establish a baseline understanding on the selected metrics needs to occur. This baseline understanding can be used to establish performance targets on each of the selected metrics. It is recommended that FBF finalize this process within the next six months. • FBF is in the process of conducting a statewide needs assessment. This assessment could offer further clarification on categorical reporting for these metrics and additional context for performance targets. • The decision to focus the metrics exclusively on the Strategic Reset means that these metrics do not likely tell the full story of FBF’s total impact on the system. There are likely additional metrics needed to fully inform FBF of its total impact.

Florida Bar Foundation Strategic Reset Metrics 19 9a (19 of 20) Appendix A. Crosswalk: Florida Bar Foundation Strategic Reset Work & Theory of Change Strategies

Theory of Change: Strategy

Expand access to Build a Innovate Educate and direct legal services network of and build activate the Strategic Reset: Line of Work with emphasis on supportive capacity community qualitative and services meaningful results for more people

Grant-Funded Initiatives

Community Economic X X X X Development Initiative

Pro Bono Transformation and X X X X Innovation Initiative

Internal Work

Develop tools and build relationships to advance pro X X X X bono and increase civil legal aid outreach

Build relationships and advocate for sustainable funding sources for X X direct legal services

Foster relationships among foundation, state and local service providers, and community resources to maximize impact, X X avoid redundancies, share best practices, and increase collaboration

Support technological changes to X X streamline service delivery

Increase access to legal delivery tools, resource materials, and X X X training

Florida Bar Foundation Strategic Reset Metrics 20 9a (20 of 20) 13. Departmental Reports

Profile: IOTA Income Portfolio Data Current thru January 31, 2019

I. Overview

A. Number of Accounts 32,783 B. Principal Balance 1. Total, all accounts $6.15 Billion 2. Total, accounts >$100,000 $5.97 Billion 3. Average account $187,700 C. Income 1. Per month, net of bank service charges $1.08 Million 2. Annualized $12.76 Million* D. Bank service charges(net of amounts waived) 1. Per month $181,000 2. Annualized $2.13 Million 3. Average per account, per month (weighted average of all accounts) $5.55 4. Service charges as percent of gross interest 14% 5. Number (percent) of banks which assess service charges 36(20%) 6. Number (percent) of banks which assess IOTA handling/administrative fees 39(22%) E. Interest rate earned on IOTA accounts 1. Gross interest rate (weighted) 0.24% 2. Net yield, after bank service charges (weighted) 0.21% F. Lawyer Participation 1. Lawyers participating 36,100 2. Participation rate (out of 50,512 eligible attorneys) 71% 3. Firms actively participating 30,170 G. Bank Participation Number of remitting banks 178

II. Interest Rates

Weighted Range A. Gross interest rates Average Median Minimum** Maximum** 1. All remitting IOTA banks 0.24% 0.10% 0.01% 1.00% 2. 19 Banks holding 75 percent of IOTA principal balances 0.21% 0.14% 0.01% 0.79% B. Net yields, after bank service charges 1. All remitting IOTA banks 0.21% 0.10% 0.00% 1.00% 2. 19 Banks holding 75 percent of IOTA principal balances 0.18% 0.10% 0.00% 0.78%

III. Bank Service Charges

Average, per account per month All banks Mean Median Minimum** Maximum** 1. Total service charges $4.58 $0.00 $0.00 $82.62 2. Breakdown by type of charge a. IOTA handling/administrative fee $1.98 $0.00 $0.00 $30.00 b. Maintenance fee $1.76 $0.00 $0.00 $25.00 c. Activity fees $0.84 $0.00 $0.00 $64.83

*NOTE: Simple annualization based upon the IOTA portfolio for the month presented. This figure will differ from IOTA Contributions that are reported and/or projected for financial reporting purposes. **NOTE: Banks with less than ten IOTA accounts excluded from computation of min/max figures.

13a (1 of 2) At A Glance: Ten Largest IOTA Banks IOTA Income Portfolio Data current thru January 31, 2019 I. Overview 1 2 3 4 5 6 7 8 9 10 SunTrust Wells Fargo Iberia Bank of City Chase Regions BB&T Centerstate The Bank Bank Bank Bank America National Bank Bank of Fl of Tampa

A. Number of Accounts 3,040 4,528 1,842 4,496 772 2,350 1,881 1,571 755 547 1. With avg balances < $100,000 2,331 3,833 1,239 3,853 485 1,995 1,520 1,283 527 384 2. With avg balances >= $100,000 709 695 603 643 287 355 361 288 228 163 B. Principal Balances 1. Total, all accounts ($millions) $675 $605 $483 $451 $316 $268 $223 $213 $208 $169 2. Total, all accts >= $100K ($millions) $671 $560 $462 $404 $307 $249 $203 $195 $198 $164 3. Average account $222,200 $133,600 $262,500 $100,300 $410,000 $114,200 $118,700 $135,600 $276,700 $310,200 C. Income* 1. Per month, net of bank fees $59,400 $473,100 $40,800 $44,100 $19,200 $22,900 $31,600 $15,600 $8,900 $11,800 2. Annualized $699,400 $5,570,400 $480,400 $519,200 $226,100 $269,600 $372,100 $183,700 $104,800 $138,900 D. Bank service charges* 1. Per month $114,400 $0 $0 $13,000 $3,700 $0 $15,800 $8,900 $0 $7,400 2. Annualized $1,347,000 $0 $0 $153,100 $43,600 $0 $186,000 $104,800 $0 $86,900 II. Interest Rates

A. Gross interest rates (weighted average) 1. This bank 0.29% 0.62% 0.10% 0.15% 0.09% 0.10% 0.25% 0.14% 0.05% 0.13% 2. 19 Banks holding 75% IOTA balances 0.21% 0.21% 0.21% 0.21% 0.21% 0.21% 0.21% 0.21% 0.21% 0.21% B. Net yields, after bank fees 1. This bank 0.10% 0.62% 0.10% 0.12% 0.07% 0.10% 0.17% 0.09% 0.05% 0.08% 2. 19 Banks holding 75% IOTA balances 0.18% 0.18% 0.18% 0.18% 0.18% 0.18% 0.18% 0.18% 0.18% 0.18% III. Bank Service Charges Average Per Account/ Per Month

This Bank 1. Total service charges* $37.30 $0.00 $0.00 $2.89 $4.79 $0.00 $8.39 $5.66 $0.00 $13.49 2. Service Charges as pct of gross interest 66% 0% 0% 23% 16% 0% 33% 36% 0% 39% 3. Breakdown by type of charge* a. IOTA handling/administrative fee $0.00 $0.00 $0.00 $2.89 $0.00 $0.00 $0.00 $0.00 $0.00 $12.00 b. Other Fees (Maintenance & Activity) $37.30 $0.00 $0.00 $0.00 $4.79 $0.00 $8.39 $5.66 $0.00 $1.49

*net of amounts waived

13a (2 of 2) Florida Pro Bono Matters displays pro bono opportunities statewide on one easy-to-use website.

Funded by The Share Receive text pro bono Florida Bar notifications for cases new cases Foundation Submit an Search Chatbot interest form for available available for to a legal aid pro bono questions cases program

Use the organic search M bar to find cases by practice

area, location and more Click "Interested?" to fill M out a short form that will be

submitted to the legal aid

program that posted the case Click "share" to copy a link M Click "More Info" to to the case, then paste it in M display the case's location, an email or text date posted and more

CASES PRACTICE TAKEN AREAS 48 291

SCAN TO VIEW YLD VIDEO ON 730 54 HOW TO USE FLORIDA CASES FLORIDA PRO COUNTIES AVAILABLE BONO MATTERS FloridaProBonoMatters.org 13b (1 of 3) Florida Pro Bono Law School Challenge

WHO WHEN WHERE 377

All 12 Florida January 7 - Cases available law schools May 10, 2019 statewide 58% 58.2% of lawyers who provided pro bono legal services as a law student said doing so made them “more” STUDENTS REGISTERED or “far more” likely to provide pro bono services after graduating. - ABA Center for Pro Bono 242 Log on to 1 FloridaLawSchoolChallenge.org Go Choose your law school to compete 2 TOTAL Play MATCHES Pick a pro bono 100% 3 case and student Pick Share that you're participating and wait to be notified 4 Share Contact your LAW SCHOOL 5 student match PARTICIPATION Match Work your pro bono case! 6 Work

SCAN TO Connecting students with alumni to partner on pro bono cases VIEW FAQ from legal aid organizations. www.FloridaLawSchoolChallenge.org 13b (2 of 3) Certified Lawyers on Call CLOC connects pro bono and legal aid staff attorneys to Florida Bar board-certified lawyers.

CLOC is a new resource in partnership with the Board of Legal Specialization and Education (BLSE) and The Florida Bar Foundation’s pro bono program.

Board-certified lawyers are ready to volunteer their time to help your program’s pro bono and staff attorneys

CLOC lawyers will advise pro bono lawyers in their area of expertise

Contact the CLOC Service Contact Coordinator, Steven D. Rubin, B.C.S., to be connected to a volunteer lawyer:

[email protected] 561-391-7992

13b (3 of 3) 2018 Social Media & Website Performance

2018 Follower Growth by Social Media Platform

500 1000 1500 2000 2500

H 16.3% (549 followers)

H 5% (624 followers; tracking began in November)

H 61.8% (1230 Pro Bono account followers)

H 16.6% (1813 followers)

H 16.9% (2194 Foundation account followers)

2018 Social Media Referrals to TheFloridaBarFoundation.org

1,813 referrals Top landing pages from referrals:

893 referrals 1. Homepage 6. $500,000 cy pres award 2. Florida Pro Bono Matters 7. MacKenzie joins Foundation as ED 100 referrals 3. Juliette Lippman takes office 8. Executive Director position listing 12 referrals 4. George Tinsley to serve on board 9. Everyone Counts 4 referrals 5. $70,000 cy pres award 10. Ashley Sybesma to serve on board

13c (1 of 55) 2018 Social Media & Website Performance

2018 Top 10 pages viewed on website % Change from 2017 H (homepage) -14.8% 0.8% 3.5% 17.8% 6.9%

H 12.9% H -5.9% 35.9% 20.3%

H 100%

How website visitors were acquired in 2018

Organic search: 19,446 visitors arrived at our site via a search engine Direct: 15,135 visitors typed our website into their brower Referral: 6,613 visitors arrived at our site via a link on another website Social: 2,106 visitors arrived at our site via a social media platform Paid search: 307 visitors arrived at our site from an advertisement Email: 38 visitors arrived at our site from a link in an email

13c (2 of 55) Facebook Summary: 2018

Reach

Followers

Video Views

13c (3 of 55) Top Tweets December 2018 - February 2019 - @FloridaBarFoundation

13c (4 of 55) 13c (5 of 55) December 2018 - February 2019 Twitter Summary: @FloridaBarFoundation

December Twitter Summary: @FloridaBarFoundation

13c (6 of 55) January Twitter Summary: @FloridaBarFoundation

13c (7 of 55) February Twitter Summary: @FloridaBarFoundation

13c (8 of 55) Top Tweets December 2018 - February 2019 - @FloridaProBono

13c (9 of 55) 13c (10 of 55) 13c (11 of 55) December - February Twitter Summary: @FloridaProBono

December Twitter Summary: @FloridaProBono

13c (12 of 55) January Twitter Summary: @FloridaProBono

13c (13 of 55) February Twitter Summary: @FloridaProBono

13c (14 of 55) Facebook Posts: November 27 - February 28 Clicks Reactions/Comment/Shares

13c (15 of 55) Clicks Reactions/Comment/Shares

13c (16 of 55) Clicks Reactions/Comment/Shares

13c (17 of 55) Clicks Reactions/Comment/Shares

13c (18 of 55) For Immediate Release December 1, 2018

NOTE: Photo can be downloaded from Dropbox: https://www.dropbox.com/s/a42h0n8s1a9pilo/Cy%20pres%20Bob%20Murphy%20Juliette%20Lippman%20Maria %20Gonzalez%20Nov%202018%20large%20file%20size%20adj.jpg?dl=0

From left to right: Maria C. Gonzalez, Florida Bar Foundation board member; Juliette E. Lippman, Florida Bar Foundation president; Robert W. Murphy

Contact: Jessica Brown, Director of Communications [email protected] 407-960-7000

THE FLORIDA BAR FOUNDATION RECEIVES $341,897 CY PRES AWARD

The Florida Bar Foundation has received a $341,897 cy pres award from a class action settlement in a case concerning the rights of consumers whose cars were repossessed. Ft. Lauderdale attorney Robert W. Murphy represented the class against TD Bank, N.A.

Judge John B. Bowman of the 17th Judicial Circuit in Broward County approved the cy pres distribution. Under cy pres, courts can approve a charitable donation out of unclaimed class action funds. The Foundation will use the funds to support legal aid organizations throughout Florida.

“For most Americans, especially those persons of modest means, the car is the biggest investment in the family,” Murphy said. “We made a point of negotiating hard to make sure that no money went back to the defendant bank and any money that was left in the residual would go to a nonprofit. Because The Florida Bar Foundation provides funding for legal services offices throughout the state of Florida, Judge Bowman readily approved the designation.”

The case, Lynn Phillips v. TD Bank, N.A., involved a financially distressed senior whose vehicle was repossessed by her bank. The lawsuit challenged the way the bank disposed of repossessed vehicles. After an appeal, Murphy mediated the case and settled for $1.85 million in cash for 942 class members, and $7.2 million worth of waivers to forgive loan balances due on the class members’ vehicles.

“I would encourage both practitioners and judges to recognize that there’s going to be a potential for a cy pres in every single class action that involves money being paid out,” Murphy said. “Civil legal aid is a natural cy pres recipient for unclaimed settlement funds.”

13c (19 of 55) “The Foundation is so very appreciative of Bob’s work on behalf of consumers, which will ultimately result in more Floridians being able to access civil legal assistance,” Florida Bar Foundation President Juliette Lippman said. “Cy pres awards provide a significant boost to the Foundation’s ability to fulfill its mission.”

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About The Florida Bar Foundation The Florida Bar Foundation is a 501(c)(3) nonprofit organization whose mission is to provide greater access to justice. Through strategic grantmaking, the Foundation funds local and statewide civil legal aid organizations and projects to improve the administration of justice and increase the effectiveness and efficiency of the legal aid delivery system. The Foundation engages in catalytic philanthropy by investing in training, technology, technical assistance, assessment and capacity-building for legal aid and works to develop and expand innovative pro bono initiatives. Visit www.TheFloridaBarFoundation.org for more information.

13c (20 of 55) For Immediate Release December 15, 2018

Contact: Jessica Brown, Director of Communications [email protected] 407-960-7000

NEW LAW SCHOOL CHALLENGE PLATFORM WILL MATCH STUDENTS, LAWYERS ON PRO BONO CASES

The Florida Bar Foundation’s pro bono program will launch the Florida Pro Bono Law School Challenge on Jan. 7. Using an online platform to match students with alumni mentors, Florida’s 12 law schools will compete to see which can take the most pro bono cases during the spring semester.

“A core part of the Foundation’s mission is to promote public service among lawyers by making it an integral part of the law school experience,” said Claud B. Nelson III, pro bono program director. “By connecting students with alumni to partner on a pro bono case from a legal aid organization, we hope to inspire both to continue volunteering as pro bono lawyers.”

At FloridaLawSchoolChallenge.org, students will use a new, cutting-edge interactive platform developed by SavvySuit to pick a pro bono case and be matched with an alumni mentor. Cases posted by legal aid organizations on FloridaProBonoMatters.org will populate the law school challenge site. The law schools with the most student and alumni participation will be recognized at The Florida Bar’s annual convention in June.

According to the ABA Center for Pro Bono, more than 58% of lawyers who provided pro bono legal services as law students said doing so made them “more” or “far more” likely to provide pro bono services after graduating.

“With more than 6,000 law students in Florida having access to available pro bono cases and mentors at their fingertips, we hope to see a noticeable increase in the number of cases being taken,” Nelson said. “Florida’s most vulnerable populations – the elderly, the poor, children – will have more lawyers and advocates in their corner.”

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13c (21 of 55) For Immediate Release Date: Feb. 18, 2019

Contact: Jessica Brown, Director of Communications [email protected] (407) 960-7000

FEDERAL COURT ENTRUSTS FLORIDA BAR FOUNDATION WITH $3.6 MILLION AWARD FOR INCREASED REPRESENTATION IN COURTS

The Florida Bar Foundation has received $3.6 million from a four-judge panel of the United States District Court for the Middle District of Florida, the result of a case in which sanctions against two law firms were levied. The Foundation will disburse the money to qualified legal aid organizations in the Middle of District of Florida to assist litigants in obtaining representation in court.

“Sometimes lemons can be turned into lemonade,” United States District Judge Roy B. Dalton Jr. said upon receiving the Florida Supreme Court’s Distinguished Federal Judicial Service Pro Bono Award last week for his previous work in establishing resources for pro se litigants in federal court. “The U.S. District Court recently had the unpleasant task of imposing sanctions on lawyers in connection with the massive volume of tobacco litigation. It is true that out of challenge springs opportunity.”

Dalton, along with United States District Judges Timothy J. Corrigan, Marcia Morales Howard and William G. Young, presided over the case which stemmed from the Engle tobacco litigation. The Court had found that certain lawyers had engaged in unethical and unprofessional conduct, thus resulting in a sizeable sanctions award.

In October 2018, following the termination of litigation, the Court deemed it appropriate that the bulk of the sanctions funds be disbursed to qualified legal aid organizations whose purpose is to increase access to the courts for those who do not otherwise have it.

On February 6, 2019, the Court ordered that $3,623,987.26 of these funds be sent to The Florida Bar Foundation. The Foundation will use the money to promote robust, professional, ethical and competent representation of low-income Floridians through grants made to civil legal aid organizations. It will be required to allocate the funds to legal aid organizations in the Middle District of Florida; the Middle District is comprised of counties surrounding Jacksonville, Orlando, Ocala, Tampa and Ft. Myers.

In addition, the Court awarded $400,000 to the Florida Bar Henry Latimer Center for Professionalism to, in conjunction with the Young Lawyers Division of The Florida Bar, develop and maintain long-term professionalism and ethics programming for Florida law schools, as well as young Florida lawyers.

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“This order represents a monumental act which promotes the very principles of our democracy and the aspirations of our justice system,” Florida Bar Foundation Executive Director Donny MacKenzie said. “The Court is setting an admirable example of how fiscal sanctions can be used in unique situations such as this to promote professionalism, ethical representation, and increase access to justice. The Foundation sincerely appreciates the Court selecting and tasking us with the honor of responsibly disbursing these monies in so worthy a cause.”

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About The Florida Bar Foundation

The mission of The Florida Bar Foundation (www.TheFloridaBarFoundation.org), a 501(c)(3) nonprofit organization, is to provide greater access to justice. Through strategic grantmaking, the Foundation funds civil legal aid and projects to improve the administration of justice and increase the effectiveness and efficiency of the legal aid delivery system. In addition to providing funds directly to Florida legal aid organizations, the Foundation engages in catalytic philanthropy by investing in training, technology, technical assistance, assessment and capacity-building for the legal aid delivery system and works to develop and expand innovative pro bono initiatives. Principal support for the Foundation’s charitable activities comes from the Interest on Trust Accounts (IOTA) Program implemented by the Florida Supreme Court in 1981. Additional support comes from gifts made by Florida attorneys, law firms, corporations, foundations and others.

13c (23 of 55)  

LAW

PREV NEXT  ARTICLE ARTICLE 

JAX DAILY RECORD FRIDAY, DEC. 7, 2018 10:06 AM EST The Marbut Report: 4th Circuit seat open on Florida Bar board; Abel Bean hits the road for Freed to Run

Search  Bar committee preferences are due Jan. 15; Cobb makes list of best lawyers.

by: Max Marbut Associate Editor

13c (24 of 55)  • Jan. 29, Cedar Hills Branch. 

• Feb. 5, Kernan Branch.

• Feb. 12, Hogan at Beach Boulevard Branch.

• Feb. 19, North Jacksonville Branch.

• Feb. 26, Ed Ball Building Branch Downtown.

For more information, visit duvaltaxcollect.net or call (904) 630-1916. Email the Tax Collector’s Office at [email protected]. Follow on Twitter @DuvalTaxCollect or “Like” on Facebook at Duval County Tax Collector’s Office.

FoundationFounda seeks Medal of Honor nominations

PREV NEXT  ARTICLEThe Florida Bar FoundationFounda is accepting nominations for the 2019 Medal ofARTICLE  Honor Awards until Feb. 1.

The Medal of Honor Award is given in two categories: Members of The Florida Bar, including practicing lawyers, judges or teachers in the legal field; and nonlawyers, including lawyers who are not currently practicing.

Nominees in the lawyer category must have a demonstrated dedication to the mission of The Florida Bar Foundation,Founda which seeks to provide greater access to justice in Florida. Search  Previous recipients from Jacksonville are former 1st District Court of Appeal Judge William Van Nortwick Jr., now a partner at Akerman; and The Bedell Firm’s Hank Coxe, past president of The Florida Bar and Jacksonville Bar Association. 13c (25 of 55)  Nominees in the nonlawyer category must have made outstanding  contributions to the improvement of the administration of justice in Florida through research, writing or other deeds of character and quality.

Kevin Gay, CEO of Operation New Hope in Jacksonville, is a previous recipient.

Visit TheFloridaBarFoundationFounda .org/medal-of-honor-award for details and instructions.

The awards will be presented in June during The Florida Bar Annual Convention.

Cobb makes list of best lawyers

Jimerson & Cobb co-founder Christopher Cobb is

PREVrecognized in the 25th edition of “The Best Lawyers in NEXT  ARTICLE ARTICLE  America” for his work in real estate law. He is board- Christopher Cobb certified in construction law by The Florida Bar and also practices in the areas of business litigation, construction litigation, community association law and commercial collections.

Only 281 of the more than 4,000 attorneys who practice in the 4th Judicial Circuit are recognized on the list, according to a spokeswoman for Best Lawyers. Search  Stoudemire in line to chair Primerus

Saalfield Shad shareholder Richard Stoudemire was appointed vice chairman of the Primerus Defense

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13c (29 of 55) William “Bill” A. Van Nortwick Jr. remembered for championing the poor By Teresa Stepzinski Posted Jan 19, 2019 at 3:55 PM Updated Jan 20, 2019 at 10:53 AM William “Bill” A. Van Nortwick Jr., a well-respected Jacksonville lawyer and retired appellate court judge, died Jan. 12 after a two year battle against multiple myeloma. He was 73.

A memorial service will be 4 p.m. Feb. 15 at the Garden Club of Jacksonville, 1005 Riverside Avenue. The family request in lieu of flowers that contributions be made to Mayo Clinic, The Florida Bar Foundation, or the V Foundation for Cancer Research. Hardage-Giddens Funeral Home, 1701 Beach Blvd., Jacksonville Beach, is handling the arrangements.

Mr. Van Nortwick is remembered by colleagues, friends and community leaders as a champion for equal justice and pro bono legal services. Among his many prestigious honors were the Pro Bono Publico Award from the American Bar Association, The Florida Bar Foundation Medal of Honor and the Robert Beckham Equal Justice Award for helping the poor in Jacksonville.

Very few Jacksonville lawyers ever made a greater commitment to doing whatever could be done to serve the poor and others not capable of helping themselves,” prominent local lawyer Hank Coxe said of Mr. Van Nortwick

Mr. Van Nortwick grew up in the Ortega neighborhood. He graduated from St. Johns Country Day School then Duke University and the University of Florida School of Law. He began his law career with the Jacksonville firm of Martin, Ade, Birchfield and Mickler.

“With a quick and analytical mind and a passion for nurturing young lawyers coming into the practice of law. He mentored, and was a champion of, many young associates, including women, who were just then beginning to enter the

13c (30 of 55) field but still in small numbers,” said Barbara Johnston said Mr. Van Nortwick was her mentor and lifelong friend.

“He continued his passion for teaching and promoting young talent throughout his days as a judge and after returning to private practice,” said Johnston, now general counsel for Regency Centers.

In 1994, Florida Gov. Lawton Chiles appointed Mr. Van Nortwick to the First District Court of Appeal, where he served for more than 20 years.

Retiring from the bench in 2015, he joined the Jacksonville law office of Akerman LLP, where he became partner-in-charge of its national pro bono program. Mr. Van Nortwick was responsible for coordinating the delivery of legal services to the poor in Akerman’s offices nationwide. He led the firm’s philanthropic efforts within the areas of education and youth development.

Mr. Van Nortwick previously served as president of The Florida Bar Foundation, past chairman of The Florida Bar Standing Committee on Pro Bono Legal Services, and as a member of the Florida Commission on Access to Civil Justice established by the Florida Chief Justice. He also was a former president of the boards of directors for Jacksonville Area Legal Aid, Florida Legal Services, and The Florida Bar Foundation. In addition, Mr. Van Nortwick received the inaugural Florida Chief Justice’s Distinguished Judicial Service Award.

He is survived by his wife, Maria E. Henderson; his brother, Wallace Van Nortwick (Debbie); two sisters, Nina Van Nortwick and Clare Gilmore (Paul); nephews and nieces.

Teresa Stepzinski: (904) 359-4075

13c (31 of 55) 1/28/2019 New website offers help to parents of adult children with disabilities

New website oers help to parents of adult children with disabilities By Tessa Duvall Posted Jan 26, 2019 at 12:01 AM Updated Jan 26, 2019 at 4:59 PM When the parent of a child with a developmental disability reaches adulthood, their legal ability to make medical and financial decisions for their dependent child changes.

But a new, free resource for families aims to help parents better navigate the legal system so that they are still able to be advocates for their adult children.

Turning18.org was developed by the Florida Justice Technology Center, with support from The Florida Bar Foundation, as a resource for families facing that unfamiliar and uncertain situation.

“Knowledge can be a huge comfort to families that are dealing with children who are dependent and always will be at some level,” said Kathy Para, pro bono director at Jacksonville Area Legal Aid, which serves 17 counties in Northeast Florida. “It can be a tremendous stress reliever any time you can eliminate an unknown for any of us. That goes a long way to being productive and accomplishing something that will be a stabilizer and a comfort moving forward.”

Alison DeBelder, advocate community engagement manager for the Florida Justice Technology Center, said the primary purpose of the website is to educate parents about the legal options available to them. It explains the difference, for example, between guardianship, which gives broader rights to the parents, and guardian advocacy, and the steps necessary to pursue each option. Guardianship requires an attorney, but guardian advocacy can be done without one and Turning18 can help to complete the required paperwork.

https://www.jacksonville.com/news/20190126/new-website-offers-help-to-parents-of-adult-children-with-disabilities13c (32 of 55) 1/2 1/28/2019 New website offers help to parents of adult children with disabilities

“For folks who can’t afford an attorney, they may end up making a decision that is overreaching and takes more rights away than necessary, or they do nothing and it leaves folks in the lurch,” DeBelder said.

The website is Florida-specific, and is written without unnecessarily complicated legalese so it is as accessible as possible, she said.

Lisa DiFranzia, an attorney in private practice who also does some pro bono work with JALA, gave examples in which a parent may need some degree of oversight for their child. One client, she said, was concerned her child would open a line of credit and buy a truck they couldn’t afford. Others have been concerned that their child may fall prey to scammers and identity theft on social media. With guardianship or guardian advocate oversight, parents can help their kids to make better financial and medical decisions, and intervene when necessary, she said.

“The child may not understand the consequences of of their social decisions,” DiFranzia said.

An estimated 58,000 kids with developmental disabilities turn 18 in Florida each year.

Tessa Duvall: (904) 359-4697

https://www.jacksonville.com/news/20190126/new-website-offers-help-to-parents-of-adult-children-with-disabilities13c (33 of 55) 2/2 Blog - Latest News

SavvySuit Kicks Off Florida Pro Bono Law School Challenge February 6, 2019 / in2018, Client News, News /

Orlando, Fla. (February XX, 2019)– With thousands of people in Florida needing pro bono help on their legal matters, a UCF Business Incubation Program client has come up with a unique way to provide it – and teach aspiring lawyers at the same time. Orlando’s SavvySuit designed and launched the Florida Pro Bono Law School Challenge in partnership with The Florida Bar Foundation. Across the state, Florida law school alumni and law students are paired in a mentorship capacity to work on pro bono cases ranging from probate and landlord to immigration and 13c (34 of 55) young children placed in state care.

In the first two weeks, more than 200 students and lawyers chose a case through the program.

“There is no shortage of cases where Floridians need legal assistance, but can’t afford to be represented,” Eli Mattern, SavvySuit’s CEO, says. “By patterning this after popular sports contests, like March Madness, we have already seen the pride people have with their law schools translating into a willingness to help.” To participate, students and lawyers visit FloridaLawSchoolChallen choose which of state’s 12 law schools they would like to represent. Students pick a case from hundreds available posted by legal aid organizations; lawyers agree to mentor them. The contest runs through May 10, and three winners will be named: the law school with the most student participation, the most alumni participation, and the most total points. Winners will be recognized at the Annual Florida Bar Convention in June. “A core part of the Foundation’s mission is to promote public service among 13c (35 of 55) lawyers by making it an integral part of the law school experience,” Claud Nelson, The Florida Bar Foundation’s pro bono program director, says. “By creating a platform for more than 6,000 law students in Florida to have access to available pro bono cases and mentors at their fingertips, we hope to see a noticeable increase in the number of cases being taken to help Florida’s most vulnerable populations – the elderly, the poor, children.” As of January 31, the University of Miami Law School was in the lead with 53 students and alumni participating. More than 115 matches have been made statewide. # # # For more information media should contact – Eli Mattern, SavvySuit, 407-506- 5941, [email protected] Carol Ann Dykes Logue, UCF Business Incubation Program, 407-207- 7426, carolann.dykeslogue@u

Alan Byrd, Alan Byrd & Associates, 407- 415- 8470, Alan@ByrdConnections About SavvySuit:SavvySuit builds cool tech for the legal field. They bridge the gap between attorneys 13c (36 of 55) and developers because their founders are both. SavvySuit works in a multitude of mediums under the legal tech umbrella—they’ve received a patent for their time-tracking device, built software solutions for private organizations, and continue to prototype new ways to use tech in the law. For more information, visit www.SavvySuit.com.

About the UCF Business Incubation Program: The University of Central Florida Business Incubation Program is a community resource that provides early-stage companies with the tools, training and infrastructure to become financially stable, high growth/impact enterprises. Since 1999, this award- winning program has helped over 390 local startup companies reach their potential faster by providing vital business development resources. With seven facilities throughout the region, the UCF Business Incubation Program is an economic development partnership between the University of Central Florida, the Corridor, Orange, Osceola, Seminole and Volusia counties, and the cities of Apopka, Kissimmee, Orlando and Winter 13c (37 of 55) Springs. For the 2016/17 and 2017 /18 fiscal years, the activities of these participating firms have helped sustain more than 6,275 local jobs and have had a cumulative impact of more than $888 million on regional GDP and more than $1.59 billion on regional sales. During the same period, the program has returned $12.03 for every $1 invested in the program. For more information, visit www.incubator.ucf.edu About The Florida Bar Foundation The Florida Bar Foundation is a 501(c)(3) nonprofit organization whose mission is to provide greater access to justice. Through strategic grantmaking, the Foundation funds local and statewide civil legal aid organizations and projects to improve the administration of justice and increase the effectiveness and efficiency of the legal aid delivery system. The Foundation engages in catalytic philanthropy by investing in training, technology, technical assistance, assessment and capacity-building for legal aid and works to develop and expand innovative pro bono initiatives. Visit www.TheFloridaBarFoundatio for more information. 13c (38 of 55)  

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13c (39 of 55) Disability Rights Florida – to apply, send a resume and cover letter to Kristen Cooley Lentz at KristenL@disabilityrightsorida.org Community Legal Services of Mid-Florida – to apply, send a cover letter and resume to Lena Smith at [email protected] Three Rivers Legal Services – contact Erin Carr at [email protected].edu Alachua County Self-Help Center Project – contact Erin Carr at [email protected].edu Ask-A-Lawyer Project – contact Erin Carr at [email protected].edu

Symplicity has dozens of opportunities not only in Alachua County, but all around the country. All a student needs to do is log into the website and search “pro bono.”

Other opportunities to consider: government agencies, legal aid entities, non-prot organizations, community legal education, judicial internships or law rms providing legal assistance on a pro bono basis.

“Pro bono service is both personally and professionally enriching,” Carr said, “empowering students to apply the concepts and legal training that they have developed through their coursework to meaningfully contribute to their communities.”

The Florida Pro Bono Law School Challenge is another way to fulll this requirement through friendly competition for a good cause. The Florida Bar Foundation set up this program to team up students with attorneys to take on various pro bono cases. The challenge is for students to earn as many points for their school as possible.

If interested in participating, students can visit www.oridalawschoolchallenge.org, click “student,” choose their law school, choose one of many causes, and submit their information to apply.

In order to report pro bono hours worked, the Center for Career Development has pro bono logs.

For more information on pro bono opportunities, contact Erin Carr at the Center for Career Development via email at [email protected].edu or by

13c (40 of 55) 2/21/2019 Center for Professionalism, Foundation benefit from court award – The Florida Bar CENTER FOR PROFESSIONALISM, FOUNDATION BENEFIT FROM COURT AWARD

 Feb 18, 2019  Top Stories

Money will be used for professionalism and access programs The Florida Bar’s Henry Latimer Center for Professionalism and The Florida Bar Foundation will benet from funds received from a four-judge panel of the United States District Court for the Middle District of Florida, the result of a case in which sanctions against two law rms were levied.

The Center for Professionalism, in conjunction with the Young Lawyers Division, will use its $400,000 award to develop and maintain long-term professionalism and ethics programming for Florida law schools, as well as young Florida lawyers.

“I truly appreciate these funds being made available to the Center for Professionalism and the YLD,” said Bar President Michelle Suskauer. “This will allow The Florida Bar to better serve our young lawyers, giving them tangible information and tools for being successful, well-balanced attorneys who practice with the highest degree of professionalism and ethics.”

YLD President-elect Santo DiGangi said the young lawyers are “thrilled” to be teaming up with the Center for Professionalism to implement programming geared toward advancing professionalism among law students and young lawyers.

“We are greatly appreciative of the Court for giving us this generous opportunity to promote professionalism in the early stages of one’s legal career and to utilize the funds from the court’s sanctions order to prevent this type of misconduct in the future.”

The Foundation was awarded $3.6 million to distribute to legal aid organizations in the Middle of District of Florida to assist litigants in obtaining representation in court.

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https://www.floridabar.org/the-florida-bar-news/center-for-professionalism-foundation-benefit-from-court-award/ 13c (41 of 55) 1/3 2/21/2019 Center for Professionalism, Foundation benefit from court award – The Florida Bar “Sometimes lemons can be turned into lemonade,” U.S. District Judge Roy B. Dalton, Jr., said upon receiving the Florida Supreme Court’s Distinguished Federal Judicial Service Pro Bono Award in February for his work establishing resources for pro se litigants in federal court. “The U.S. District Court recently had the unpleasant task of imposing sanctions on lawyers in connection with the massive volume of tobacco litigation,” Judge Dalton said. “It is true that out of challenge springs opportunity.”

Dalton, along with U.S. District Judges Timothy J. Corrigan, Marcia Morales Howard, and William G. Young, presided over the case which stemmed from the Engle tobacco litigation. The Court had found that certain lawyers had engaged in unethical and unprofessional conduct, thus resulting in a sizeable sanctions award.

In October 2018, following the termination of litigation, the Court deemed it appropriate that the bulk of the sanction funds be disbursed to qualied legal aid organizations whose purpose is to increase access to the courts for those who do not otherwise have it.

On February 6, the Court ordered that $3,623,987.26 of those funds be sent to the Foundation, which will use the money to “promote robust, professional, ethical and competent representation of low-income Floridians through grants made to civil legal aid organizations.” The Foundation is required to allocate the funds to legal aid organizations in the Middle District of Florida, comprised of counties surrounding Jacksonville, Orlando, Ocala, Tampa, and Ft. Myers.

“This order represents a monumental act which promotes the very principles of our democracy and the aspirations of our justice system,” Florida Bar Foundation Executive Director Donny MacKenzie said. “The Court is setting an admirable example of how scal sanctions can be used in unique situations such as this to promote professionalism, ethical representation, and increase access to justice.”

Rebecca Bandy, director of the Henry Latimer Center for Professionalism, said she is looking forward to working closely with the Young Lawyers Division.

“I am both excited and grateful that the Center for Professionalism will have the opportunity to create curriculum that can be implemented in our law schools and with young attorneys across the state so that the message is clear that professionalism — ▲ https://www.floridabar.org/the-florida-bar-news/center-for-professionalism-foundation-benefit-from-court-award/ 13c (42 of 55) 2/3 2/21/2019 Center for Professionalism, Foundation benefit from court award – The Florida Bar including civility and ethical behavior — is an expectation in Florida,” Bandy said.

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https://www.floridabar.org/the-florida-bar-news/center-for-professionalism-foundation-benefit-from-court-award/ 13c (43 of 55) 3/3 2/21/2019 2 law firms pay nearly $4M in sanctions to Florida Bar Foundation

FLORIDA [#] 2 law firms pay nearly $4M in sanctions to Florida Bar Foundation

By Frank Powers [https://www.news4jax.com/author/frankpowers] - Assignment manager

Posted: 3:11 PM, February 20, 2019 Updated: 9:01 AM, February 21, 2019 JACKSONVILLE, Fla. - Two Jacksonville law firms hit with $9 million in sanctions in 2017 [https://www.news4jax.com/news/local/jacksonville/jacksonville-attorneys-hit-with-9m-in- sanctions-in-tobacco-case] by a four-judge panel have paid $3.6 million to the Florida [https://www.news4jax.com/topic/Florida] Bar Foundation.

The panel of federal judges found the firms had filed more than 1,200 frivolous tobacco lawsuits.

Farah & Farah and the Wilner law firm were ordered to pay the sanctions from their legal fees.

The Florida Bar Foundation said the $3.6 million will be disbursed to civil legal aid organizations, like Jacksonville Area Legal Aid.

The Bar Foundation will use $400,000 to develop and maintain long-term professionalism and ethics programming for Florida law schools and young lawyers.

https://www.news4jax.com/news/florida/2-law-firms-pay-nearly-4m-in-sanctions-to-florida-bar 13c (44 of 55) 1/1 2/20/2019 Fla. Bar Foundation Gets $3.6M From Sanctions For Legal Aid - Law360 Energy Expert Analysis Insurance Intellectual Property Product Liability Securities Rankings Data-Driven Lawyers Regional Powerhouses Law360's MVPs Glass Ceiling Report Global 20 Law360 400 Diversity Snapshot Practice Groups of the Year Rising Stars Titans of the Plaintiffs Bar Site Menu Join the Law360 team Search legal jobs Learn more about Law360 Read testimonials Contact Law360 Sign up for our newsletters Site Map Help

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Download our plug-in for Chrome to get customizable, real-time news alerts Fla. Bar Foundation Gets $3.6M From Sanctions For Legal Aid

Law360 (February 19, 2019, 10:19 PM EST) -- The Florida Bar Foundation said it has received $3.6 million of the $4.3 million in sanctions from two law firms involved in tobacco litigation and plans to disburse it to qualified legal aid organizations in the Middle District of Florida.

The money, allocated by a panel of federal judges overseeing long-running tobacco litigation, came from sanctions against The Wilner Firm PA and Farah & Farah PA, which were found to have filed and maintained at least 1,250 baseless Engle progeny tobacco lawsuits.

The Florida Bar Foundation said Monday that the funds will be used to promote "robust, professional, ethical https://www.law360.com/articles/1130208 13c (45 of 55) 2/4 2/20/2019 Fla. Bar Foundation Gets $3.6M From Sanctions For Legal Aid - Law360 and competent representation of low-income Floridians" through grants to legal aid organizations in the Middle District of Florida, which encompasses Jacksonville, Orlando, Ocala, Tampa and Fort Myers.

The funds will be allocated roughly in proportion to the number of Engle progeny cases that came from each division of the Middle District, according to a Feb. 6 order directing the money to the foundation. Sixty percent of the funds will go to legal aid organizations in the Jacksonville area, while Orlando and Ocala will get 22 percent, according to the order. Organizations in the Tampa division will receive 15 percent and Fort Myers will get 3 percent.

Jessica Brown, a spokeswoman for the Florida Bar Foundation, said this type of arrangement, where sanctions fund legal aid, is very rare. In 2016-17, the foundation allocated nearly $11.5 million in grants and related activities, so $3.6 million represents a significant percentage of the foundation's budget, Brown said.

"This order represents a monumental act which promotes the very principles of our democracy and the aspirations of our justice system," Florida Bar Foundation Executive Director Donny MacKenzie said. "The court is setting an admirable example of how fiscal sanctions can be used in unique situations such as this to promote professionalism, ethical representation and increase access to justice."

The rest of the funds from the sanctions went to the U.S. Attorney for the Middle District of Florida, which had requested $435,000 as reimbursement for the office's role as special master during the sanctions litigation, and to the Florida Bar's Henry Latimer Center for Professionalism, which received $400,000 to develop and maintain long-term professionalism and ethics programming for Florida law schools.

U.S. District Judge Roy B. Dalton Jr., who was on the panel that oversaw the sanctions, mentioned them at an event last week in which he was honored for his work establishing resources for pro se litigants, calling it a case of turning lemons into lemonade.

"The U.S. district court recently had the unpleasant task of imposing sanctions on lawyers in connection with the massive volume of tobacco litigation," he said. "It is true that out of challenge springs opportunity."

The panel initially sanctioned The Wilner Firm and Farah & Farah $9.1 million in October 2017 for maintaining at least 1,250 groundless Engle progeny tobacco lawsuits. In the order, the judges said the sanctions were potentially unprecedented, but they called the firms' actions equally unprecedented and admonished the firms for their "immense waste of judicial resources and contempt shown for the judicial process."

The Wilner Firm and Farah & Farah had originally filed approximately 3,700 cases in 2008 in the wake of the Florida Supreme Court's 2006 ruling decertifying the Engle class of smokers and overturning its historic 1996 verdict awarding damages of $145 billion against several tobacco companies, according to court documents.

The high court's ruling allowed up to 700,000 class members to sue individually using the jury's findings of liability, and the litigation has since been winding its way through Florida's courts.

In 2011, The Wilner Firm objected to questionnaires being sent to the 2,900 remaining plaintiffs, arguing the firm had "ongoing and routine communications" with nearly all of the plaintiffs and any data would not result in a significant reduction in the number of pending cases.

But in September 2014, the Eleventh Circuit affirmed the dismissal of hundreds of those cases, which the district court found to be ridden with errors. They also included more than 500 personal injury complaints filed on behalf of people who had already died and sought relief for "survivors" of living individuals.

Although the tobacco companies had filed a sanctions motion in 2012 regarding the filings on behalf of deceased plaintiffs, they agreed to withdraw the motion following the $100 million settlement of the remaining cases in 2015. The court, however, over The Wilner Firm and Farah & Farah's objection, appointed the U.S. attorney for the Middle District of Florida as a special master to investigate whether their conduct warranted sanctions. https://www.law360.com/articles/1130208 13c (46 of 55) 3/4 13c (47 of 55) Volume 78, No. 6 Eighth Judicial Circuit Bar Association, Inc. February 2019 President's Message By Cherie Fine well·ness this grant are to help counties plan, implement, /ˈwelnəs/ or expand initiatives that increase public safety, noun avert increased spending on criminal and juvenile the state of being in justice systems, and improve the accessibility good health, especially as an and effectiveness of treatment services for adults actively pursued goal. and juveniles who have a mental illness and/or Hello February! As I substance abuse disorder and who are in, or at suggested in my January risk of entering, the criminal justice system. I column, I hope you are am excited to hear about this much needed and taking time to take care of highly regarded program. yourselves. Please reach In the practice of law, one of the things out to me or any board member if you want to that can be a source of stress and is not at all talk over a problem, work on a project or have conducive to wellness is having to deal with other a suggestion to make our association more attorneys who act unprofessionally. Our circuit supportive in any way. We are all in this together. has historically been known for the civility we The board members of the EJCBA are hard show to one another, which makes this circuit a at work putting together programs to educate and wonderful place to practice law. amuse you in the hopes that we can contribute In working on this column, I reviewed the to your wellbeing. You can take a look at up- Creed of Professionalism,1 which states as coming events on the recently updated website follows: at https://www.8jcba.org/events. I want to thank I revere the law, the judicial system, and board member Magistrate Katie Floyd for helping the legal profession and will at all times in us navigate this website upgrade experience. If my professional and private lives uphold you have any thoughts or items you would like to the dignity and esteem of each. see included on the website, please let us know! I will further my profession’s devotion to This month’s speakers for the February 15, public service and to the public good. 2019 luncheon are Circuit Judge Denise Ferrero I will strictly adhere to the spirit as well and Stuart Wegener, who will inform and enlighten as the letter of my profession’s code of us on the CJMHSAG Grant Program. CJMHSAG ethics, to the extent that the law permits (Criminal Justice, Mental Health, and Substance and will at all times be guided by a Abuse Grant) is a grant that Meridian Behavioral fundamental sense of honor, integrity, Healthcare receives from the Florida Department and fair play. of Children and Families (DCF). The grant is I will not knowingly misstate, distort, or dedicated for services in Alachua County and part 1 Adopted by the Board of Governors of the Florida Bar on May 16, of a statewide program known as the CJMHSAG 1990. Reinvestment Grant Program. The purposes of Continued on page 5

Serving Alachua, Baker, Bradford, Gilchrist, Levy and Union Counties 13c (48 of 55) 2019 EJCBA Charity Golf Tournament “The Gloria: In Memoriam of Gloria Fletcher” By Rob Birrenkott Please consider joining our team to help youth in our circuit who are in the dependency system enjoy the normal experiences that many of us may take for granted. All of the proceeds from the tournament go to The Guardian Foundation, which provides resources to children in our community who have been abused, neglected, or abandoned. We have made it possible, whether you’re a golfer or not, to support the tournament; you can: PLAY, SPONSOR, or DONATE. This year’s tournament will take place on Friday, March 1, 2019, at the UF Mark Bostick Golf Course. Registration, lunch, and warm up will begin at 11:30 a.m. followed by a 12:30 p.m. tee time. The tournament format is a two-person or four-person scramble (player’s choice). The registration fee is $130 per golfer (early bird rate of $115 if registered by February 16). Please contact Rob Birrenkott ([email protected]. edu) to learn more about supporting the tournament.

February 2019 Page 6 13c (49 of 55) F 2019

Newsletter of the Martin CountCountyy Bar Association I TT II The Statue of Liberty President’s Message (Pg. 1) CLE Luncheon Meeting (Pg. 3, 40) In 1865, Edouard de Laboulaye, a French political Annual Banquet (Pg. 6) Investitures (Pg. 9) thinker, U.S. Constitution expert, and slavery abolitionist, TD Bank “Free $” (Pg. 10) proposed that a monument be built as a gift from France 2017-18 MCBA Composite (Pg. 20) Cheers (Pg. 22) to the United States to commemorate the perseverance CLE Luncheon Photos (Pg. 23) of freedom and democracy in the United States and to Camping/Kayak Trip (Pg. 25) FL Bar Law School Challenge (p. 28) honor the work of the late President Lincoln, as well as Softball Challenge (Pg. 29) to commemorate the alliance between France and the Florida Free Legal (Pg. 33) United States during the American Revolution. Online Resources (Pg. 36) Member Benefit Program (Pg. 37) Links, Jobs & Legislation (Pg. 38) Laboulaye also hoped that calling attention to the recent achievements Calendar of Events (Pg. 39) of the United States would inspire the French people to create their own Law/Bar Related Committee Reports: democracy in the face of a repressive monarch and embrace Enlightenment Admiralty (Pg. 8) Appellate (Pg. 17) ideals (the((p belief that peoplep p had a natural right to life, liberty, and the Bankruptcy (Pg. 19) pursuit of happiness). It was the Diversity (Pg. 12) hope of many French liberals Employment & Labor (Pg. 26) FAWL (Pg. 31) that democracy would prevail Florida BOG (Pg. 32) and that freedom and justice for Immigration (Pg. 16) Judicial Nominating Commission (Pg. 26) all would be attained. “Liberty” Judicial Relations (Pg. 4) was a controversial idea at Justice Teaching (Pg. 16) that time. The statue built was Lady Lawyers (Pg. 31) Legal Resources (Pg. 30) named “Liberty Enlightening Legal Aid (Pg. 33) the World” and would be an Pro Bono (Pg. 14) Real Property (Pg. 34) international symbol of liberty, Small & Solo Practice (Pg. 10) justice and democracy. Social Committee (Pg. 5) Tennis (Pg. 24) Wills, Trusts & Estates (Pg. 27) 5K (Pg. 11) In order to raise money for T S B N the pedestal on which the Published monthly, excluding June & July, Statue now stands, poet Emma by the Martin County Bar Association as Lazarus wrote a sonnet for a a service to its membership. Continued On Next Page . . . If you have an article, opinion, news or other information for publication in the MCBA 2018 - 2019 Executive Board: SideBar, please call (772) 220-8018 or email information to: President: Treasurer: Immediate Past President: [email protected] Barbara Kreitz Cook Adam G. Schwartz Elizabeth R. Hunter The due date for all advertisements, Vice President: Secretary: Executive Director: articles and announcements is the 1st Jason D. Berger Barbara Kibbey Wagner Robyn O’Heron of the month preceding publication. Voicemail Line: (772) 220-8018 EMail: [email protected] Website: www.martincountybar.com 13c (50 of 55) T S B - F 2019

28 13c (51 of 55) BCTLA Newsletter FebruaryJanuary 20192018

2018 Join the Broward County Trial Lawyers Association for our 2019 Tuesday, February 5, 2019 EXECUTIVE BOARD EXECUTIVE BOARD "Meet and Greet/Sponsor Showcase" Morton's The Steakhouse President Mingle with colleagues and sponsors at our first meeting President Eric Rosen 500 E.of Broward the year. Blvd. Elizabeth Finizio Kelley/Uustal The Law Offices of Paul G. Complimentary Valet Parking Cocktails, Hors D'oeuvres and Networking Finizio President-Elect Registration and Networking Elizabeth Finizio Tuesday, January 9, 2018 President-Elect The Law Offices of Paul G. Finizio 5:306:00 -- 7:008:00 PM PM Ross Abramowitz Morton's, The Steakhouse The Injury Firm Secretary Open 500Forum E. Broward Q&A Blvd. Session Ross Abramowitz Ft. Lauderdale Secretary 6:00 PM - 6:45 PM The Injury Firm Complimentary Valet Parking Leila Billings

Kelley/Uustal Dinner Meeting Treasurer SPONSORSHIPS AVAILABLE Leila Billings Friends7:00 -of 8:00 the BCTLA PM Kelley/UustalTreasurer Anthony Quackenbush Law Firm Sponsorship Kelley/Uustal Guest$250.00 Speaker Case Evaluator AnthonyCase Evaluator Quackenbush AffiliateKevin SponsorshipC. Smith Kelley/UustalTodd Baker If you are not an annual sponsor and wish to attend the cost is $350.00.** Lytal, Reiter, Smith, Ivey & Fronrath Steinger, Iscoe & Greene This includes a display table and two attendees. (1 CLE Credit Applied For) Newsletter Editor ToddNewsletter Baker Editor **Our current annual sponsors will receive a display table at no Topic Steinger,Kristin BianculliIscoe & Greene charge. Kelley/Uustal PleaseSpecial RSVP so Issues that we in knowLitigating that youCancer will Casesbe attending.

Immediate Past President Focusing on Cancer Types, Causation, Damages and Negligence ScottImmediate Henratty Past President Reserve your table at this networking event and display your collateral Q & A plus examples and applications. MaloveEric Rosen Henratty, PA materials! Kelley/Uustal We expect about 125 guests Executive Director (includes cocktail hour and dinner) LauraExecutive Silverman Director $55.00FEES Members BCTLA Jodi D. Lippman $65.00Members: Non No-Members charge [email protected] Judges: No charge Annual$25.00 Sponsors: Students No charge CocktailLaw Clerks:Hour only:No charge $20.00 Broward County Law Students: No charge Trial Lawyers Complimentary attendanceNon Members: for members $65.00 of the Judiciary. Association (Please RSVP so we have your name tag) 56457154 Coral N. University Ridge Drive, Dr., # #467 261 Please RSVP by January 4 CoralTamarac, Springs, FL FL 33321 33076

Phone:954.522.1662 954-522-1662 ForRegistration questions, please Deadline: call 954-522- 1662,January or email 31, [email protected] 2019

[email protected]@att.net www.browardjustice.netwww.browardjustice.net 13c (52 of 55) proudly supports the Broward County Trial Lawyers Association in its efforts to serve members of the legal profession.

Jeffrey C. Ginocchi Debra L. Vasilopoulos Senior Vice President Market President 954.812.3850 1.800.743.0378 [email protected] [email protected]

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BROWARD COUNTY TRIAL LAWYERS ASSOCIATION13c (53 of 55) BCTLA Newsletter JanuaryMarch 20192018

2018 Join the BrowardTuesday, County TrialMarch Lawyers 5, 2019 Association for our 2019 Tuesday, March 5, 2019 EXECUTIVE BOARD Tuesday, March 5, 2019

EXECUTIVE BOARD "Meet and Greet/Sponsor Showcase" Please join the BCTLA for a very special event..... President Please Mingle join with thecolleagues BCTLA and for sponsors a very at specialour first meetingevent..... President Please join the BCTLA for a very special event..... Eric Rosen of the year. Elizabeth Finizio Kelley/Uustal An evening to honor the life and career of The Law Offices of Paul G. An evening to honor the life and career of An eveningCocktails, to Hors honor D'oeuvres the lifeand Networkingand career of Finizio President-Elect Justice Barbara J. Pariente Elizabeth Finizio JusticeTuesday, Barbara January J. 9, Pariente 2018 President-Elect Justice Barbara J. Pariente The Law Offices of Paul G. Finizio 6:00 - 8:00 PM Ross Abramowitz Morton's, The Steakhouse The Injury Firm Secretary Panorama 500Ballroom E. Broward at Blvd. Pier Sixty-Six PanoramaPanorama Ballroom Ballroom at at Pier Pier SixtySixty--SixSix Ross Abramowitz Ft. Lauderdale Secretary 5:30 PM: Cocktail Hour The Injury Firm Complimentary5:30 PM: Cocktail Valet Parking Hour Leila Billings 5:30 PM: Cocktail Hour 6:45 PM: Dinner and Program Kelley/Uustal 6:45 PM: Dinner and Program Treasurer 6:45 PM: Dinner and Program SPONSORSHIPS AVAILABLE Leila Billings Friends of the BCTLA Kelley/UustalTreasurer IndividualIndividual Dinner Dinner Tickets: Tickets: Anthony Quackenbush IndividualLaw Firm Dinner Sponsorship Tickets: Members: $65.00$250.00 per person Kelley/Uustal Members:Members: $65.00 $65.00 per per personperson Case Evaluator Guests & Non Members: $75.00 per person AnthonyCase Evaluator Quackenbush GuestsGuests & &Non NonAffiliate Members: Members: Sponsorship $75.00 $75.00 perper personperson Kelley/UustalTodd Baker If you are not an annual sponsor and wish to attend the cost is $350.00.** Steinger, Iscoe & Greene This includes a display table and two attendees. To register for the dinner go to www.browardjustice.net Newsletter Editor ToTo register register for for the the dinner dinner go go to to www.browardjustice.net www.browardjustice.net Todd Baker **Our current annual sponsors will receive a display table at no Newsletter Editor Steinger,Kristin BianculliIscoe & Greene Complimentary attendancecharge. for members of the Judiciary Kelley/Uustal ComplimentaryComplimentaryPlease RSVP soattendance attendance that we know for for that members members you will be ofof attending. thethe Judiciary Immediate Past President (Please RSVP so we have your nametag) (Please(Please RSVP RSVP so so we we have have your your nametag)nametag) ScottImmediate Henratty Past President Reserve your table at this networking event and display your collateral

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Executive Director LauraExecutive Silverman Director MarketingFEES Sponsor BCTLA Marketing Sponsor Jodi D. Lippman BrowardMembers:Marketing County No BarSponsor charge Association [email protected] BrowardBrowardJudges: County County No Bar Barcharge Association Association Annual Sponsors: No charge Law Clerks: No charge Broward County Law Students: No charge Trial Lawyers Non Members: $65.00 Association 56457154 Coral N. University Ridge Drive, Dr., # #467 261 Please RSVP by January 4 CoralTamarac, Springs, FL FL 33321 33076 Phone:954.522.1662 954-522-1662 For questions, please call 954-522-1662, or email [email protected]

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