Dear Bar and Foundation Leaders:

Welcome to Atlanta for the midyear meetings of the National Association of Bar Executives, the National Conference of Bar Presidents and the National Conference of Bar Foundations. This booklet contains information about programming scheduled February 8 through February 12, sponsored collectively and individually by the groups.

NABE programming begins on Wednesday, February 9, with the plenary session, “Future of the Profession,” and sets the stage for a yearlong discussion about how state, metro, county and specialty bar associations can work together with bar leaders, bar members, the judiciary and law schools to address various challenges facing the profession.

Roundtable discussions by bar membership size will continue the future-focused conversation followed by track programs that look at print in the digital age, PCI compliance, financial literacy for staff and bar leaders, staff development, services for solo and small firms and other areas of interest.

Joint NCBP/NABE/NCBF programming starts on Friday, February 10, with a plenary session by Professor Thomas Morgan, author of The Vanishing American Lawyer, who will examine how the recession has visibly transformed the legal profession. After the plenary, registrants organized by type (unified, voluntary, local and metro) will share their bar’s efforts in navigating a changing legal landscape, then attend the first set of workshops on topics including virtual lawyering, local bench/bar relations, and member efforts that match demographics.

The joint awards luncheon will recognize recipients of the NCBP Fellows Award, Outstanding Law Day Awards, the Judge Edward R. Finch Law Day Award and the Louis M. Brown Awards.

Post-luncheon programming includes a second session of workshops focusing on diversity in a tough economy, attracting and keeping sponsors, pro bono for seniors and veterans, and other timely issues. Members of the Metropolitan Bar Caucus will discuss best practices in their respective bar associations, while NCBF will explore annual campaigns, revenue sources and the pros and cons of using Facebook.

Saturday morning provides another opportunity for NCBP members to network with colleagues from similar size bars during breakfast and roundtable discussions, plus features an address by ABA President Stephen N. Zack and a program on how bar associations can address public dissatisfaction with lawyers. NCBF’s Saturday programming will concentrate on planning a successful endowment campaign and starting a planned giving program.

Beyond program and event descriptions, this booklet also contains information about our generous sponsors. Please go to the sponsor networking breaks and say thanks or remember to send a note once you return home. We also extend our appreciation to NABE, NCBP and NCBF committees in planning this week’s sessions and social events.

We hope that you’ll find the programming constructive and useful for your bar. Your feedback and suggestions are helpful as we plan for future meetings, so please complete the evaluations that will be sent to you via email after the meeting. Have a great time in Atlanta!

Sincerely,

Carolyn Witt, NABE President

James P. Nolan, NCBP President

Thomas R. Tinder, NCBF President

ATLANTA, GEORGIA 1 All events will take place at the Marriott Marquis Atlanta, 265 Peachtree Center Avenue, (404) 521-0000, unless otherwise indicated.

Greetings from the Officers of the NABE, NCBP, and NCBF...... 1 NABE/NCBP/NCBF Midyear Meetings At-a-Glance...... 4

NABE NABE Sponsors...... 6 NABE Board of Directors Meeting...... 7 NABE Communications Section Executive Council Meeting...... 7 NABE First-time Attendee Orientation...... 7 NABE Welcome Reception...... 7 NABE First-time Attendees’ Dinner...... 7 NABE Breakfast and Introductions...... 7 NABE Plenary Session (Welcome to Atlanta)...... 7 NABE Plenary Session (Future of the Legal Profession)...... 7 NABE Sponsor Networking Break ...... 7 First Session of NABE Concurrent Track Programs...... 7 Second Session of NABE Concurrent Track Programs...... 8 NABE Buffet Lunch/Forum and Committee Meeting Opportunities...... 8 NABE Lunch Discussion for Associate/Assistant Executive Directors...... 8 Third Session of NABE Concurrent Track Programs...... 8 NABE Sponsor Networking Break...... 9 Fourth Session of NABE Concurrent Track Programs...... 9 NABE Wednesday Night Networking Reception...... 10 NABE Breakfasts (General and Section Breakfasts)...... 10 Fifth Session of NABE Concurrent Track Programs...... 10 NABE Sponsor Networking Break...... 10 Sixth Session of NABE Concurrent Track Programs...... 10 NABE Luncheon and Business Meeting...... 11 NABE First-time Attendees’ Wrap-up Session...... 11 ABA Legislative and Governmental Advocacy Update...... 11 Metropolitan Bar Caucus Welcome Reception...... 11 NABE Board of Directors and Program Committee Rosters...... 12 NABE Committee, Forum, and Section Leadership Rosters...... 12 NABE Past Presidents...... 13 NABE Bolton, President’s and Peer Excellence Award Recipients...... 14

NCBP NCBP Sponsors...... 15 NCBP Committee Meetings...... 16 NCBP Executive Council Meeting...... 16 Metropolitan Bar Caucus Executive Committee Meeting...... 16 ABA Legislative and Governmental Advocacy Update...... 16 Metropolitan Bar Caucus Welcome Reception ...... 16 Metropolitan Bar Caucus Executive Committee Dinner...... 16 NCBP Executive Council, Council Alumni and NCBP Past Presidents Dinner...... 16 Breakfast and Joint Meeting of the NCBP, NABE, and NCBF (Welcome)...... 16

2 2011 NABE NCBP NCBF MIDYEAR MEETING NCBP/NABE/NCBF Joint Plenary Session (Challenges to Bar Associations)...... 17 Roundtable Discussions and Reporting Back...... 17 NCBP Sponsor Appreciation and Networking Break...... 17 First Session of NCBP/NABE/NCBF Joint Concurrent Workshops...... 17 NCBP/NABE/NCBF Joint Awards Luncheon...... 18 NCBP Sponsor Appreciation and Networking Break...... 18 Second Session of NCBP/NABE/NCBF Joint Concurrent Workshops...... 18 NCBP Forum on Ethnic and Racial Diversity...... 19 Metropolitan Bar Caucus Beer and Bull Session...... 19 NCBP/NABE/NCBF Joint Reception...... 19 NCBP Breakfast and Roundtables...... 20 Metropolitan Bar Caucus Executive Committee Meeting...... 20 NCBP Plenary Session (ABA President Speaks)...... 20 NCBP Plenary Session (Enhancing Reputation, Increasing Trust)...... 20 NCBP Plenary Session (Roundtables and Reports Back)...... 20 NCBP Plenary Session (Hottest Tips on the Hottest Topics)...... 20 NCBP Final Remarks and Adjournment...... 20 NCBP Executive Council Roster...... 21 NCBP Committee Rosters...... 22 NCBP Organizational Members...... 23 NCBP Special Membership Categories...... 24 NCBP Past Presidents and Fellows Award Recipients...... 25 MBC Executive Committee...... 26 MBC Past Presidents...... 27

NCBF NCBF Board of Trustees Meeting...... 28 ABA Legislative and Governmental Advocacy Update...... 28 NCBF Thursday Night Dinner...... 28 Breakfast and Joint Meeting of the NCBP, NABE, and NCBF (Welcome)...... 28 NCBP/NABE/NCBF Joint Plenary Session (Challenges to Bar Associations)...... 28 Roundtable Discussions and Reporting Back...... 28 NCBP Sponsor Appreciation and Networking Break...... 29 Joint Workshop 5A – Bar Association/Foundation Relationships ...... 29 NCBP/NABE/NCBF Joint Awards Luncheon...... 29 NCBP Sponsor Appreciation and Networking Break...... 29 Joint Workshop 5B – Setting the Rules for Board Participation...... 29 Best Practices Roundtable Discussions...... 29 NCBP/NABE/NCBF Joint Reception...... 29 NCBF Breakfast and Membership Meeting...... 30 NCBF Plenary Session (Planning a Successful Endowment Campaign)...... 30 NCBF Plenary Session (Starting a Planned Giving Program)...... 30 NCBF Closing Remarks and Adjournment...... 30 NCBF Board of Trustees, Past Presidents and Trustees Emeritus...... 31 NCBF Award for Bar Foundation Excellence Recipients...... 31 NCBF/ALPS Foundation Services Award Recipients...... 31 ABA Division for Bar Services Staff...... 32 Future Meeting Dates...... 32

ATLANTA, GEORGIA 3 NABE/NCBP/NCBF Midyear Meeting At-A-Glance

Tuesday WEDNESDAY Thursday february 8, 2011 February 9, 2011 February 10, 2011

NABE NABE NABE NCBP NCBF 8:30 a.m. – 2:00 p.m. 7:00 a.m. – 4:45 p.m. 7:00 a.m. – 5:30 p.m. 7:00 a.m. – 5:30 p.m. 7:00 a.m. – 5:30 p.m. NABE Board of Directors NABE/NCBP/NCBF Joint NABE/NCBP/NCBF Joint NABE/NCBP/NCBF Joint NABE/NCBP/NCBF Joint Meeting Registration Registration Registration Registration L401, Lobby Level Registration Desk 1, Marquis Registration Desk 1, Marquis Registration Desk 1, Marquis Level Registration Desk 1, Marquis Level Level Level 3:30 p.m. – 6:00 p.m. 7:30 a.m. – 9:00 a.m. NABE/NCBP/NCBF Joint 7:30 a.m. – 8:20 a.m. 8:00 a.m. – 9:00 a.m. NCBP Finance Committee & 12:00 P.M. – 5:00 p.m. Registration NABE Breakfast and NABE Breakfasts (All meeting Investment Committee Meeting NCBF Board of Trustees Registration Desk 1, Marquis Introductions rooms on Marquis Level) M109, Marquis Level Meeting Level Marquis Ballroom Salon C, General Breakfast, Marquis M102, Marquis Level Marquis Level Ballroom Salon C 8:00 a.m. – 9:00 a.m. 3:30 p.m. – 5:00 p.m. Administration & Finance NCBP Sponsorship Committee 4:00 p.m. – 5:30 p.m. NABE Communications 8:20 a.m. – 8:30 a.m. Section Breakfast, M103 Meeting ABA Legislative and Govern- Section Executive Council Transfer Break Communications Section M108, Marquis Level mental Advocacy Update Meeting Breakfast, M104 M301, Marquis Level L507, Lobby Level 8:30 a.m. – 8:45 a.m. 9:00 a.m. – 10:00 a.m. NABE Welcome to Atlanta 9:00 a.m. – 9:15 a.m. NCBP Diversity Committee 7:00 p.m. – 9:00 p.m. 4:30 p.m. – 5:30 p.m. Marquis Ballroom Salon B, Transfer Break Meeting NCBF Thursday Night Dinner Orientation for NABE First- Marquis Level M108, Marquis Level Rathbun’s, 112 Krog Street, time Meeting Attendees 9:15 a.m. – 10:15 a.m. Atlanta, (404) 524-8280 L506, Lobby Level 8:45 a.m. – 9:45 a.m. Fifth Session of NABE 9:00 a.m. – 10:00 a.m. NABE Plenary Session: Concurrent Track Programs NCBP Membership Committee 6:00 p.m. – 7:00 p.m. Future of the Legal Meeting NABE Welcome Reception Profession 10:15 a.m. – 10:45 a.m. M109, Marquis Level Marquis Ballroom Salon B, Marquis Ballroom Salon B, NABE Sponsor Networking Marquis Level Marquis Level Break 10:00 a.m. – 11:30 a.m. Marquis Ballroom Salon A, NCBP Communications 7:30 p.m. – 10:00 p.m. 9:45 a.m. – 10:15 a.m. Marquis Level Committee Meeting NABE First-time NABE Sponsor Networking L406, Lobby Level Attendees’ Dinner Break 10:45 a.m. – 12:15 p.m. French American Brasserie Marquis Ballroom Salon A, Sixth Session of NABE 10:00 a.m. – 12:00 p.m.

30 Ivan Allen Jr. Blvd, N.W. Marquis Level Concurrent Track Programs NCBP Program Committee (404) 266 - 1440 Meeting 10:15 a.m. – 11:15 a.m. M109, Marquis Level First Session of NABE 12:15 p.m. – 12:30 p.m. Concurrent Track Programs Transfer Break 12:00 p.m. – 5:00 p.m. NCBP Executive Council Meeting 11:15 a.m. – 11:30 a.m. 12:30 p.m. – 1:30 p.m. M101, Marquis Level Transfer Break NABE Luncheon and Business Meeting 3:00 p.m. – 5:00 p.m. 11:30 a.m. – 12:30 p.m. Marquis Ballroom Salon C, Metropolitan Bar Caucus Second Session of NABE Marquis Level Executive Committee Meeting Concurrent Track Programs M109, Marquis Level Sponsored by LawPay 1:30 p.m. – 2:30 p.m. NABE First-Time Attendees’ 4:00 p.m. – 5:30 p.m. 12:30 p.m. – 1:30 p.m. Wrap-up Session ABA Legislative and NABE Buffet Lunch/Forum M304, Marquis Level Governmental Advocacy Update and Committee Meeting M301, Marquis Level Opportunities 4:00 p.m. – 5:30 p.m. ABA Legislative and Marquis Ballroom Salon C, 5:00 p.m. – 6:30 p.m. Governmental Advocacy Marquis Level Metropolitan Bar Caucus Update Welcome Reception 12:30 p.m. – 1:30 p.m. M301, Marquis Level A602, Atrium Level Lunch Discussion for Associ- ate and Assistant Executive 7:00 p.m. – 10:00 p.m. Directors Metropolitan Bar Caucus M202, Marquis Level Executive Committee Dinner Capital City Club – Downtown, 1:30 p.m. – 1:45 p.m. 7 Harris Street, N.W., (404) 523-8221 Transfer Break 7:00 p.m. – 10:00 p.m. 1:45 p.m. – 2:45 p.m. NCBP Executive Council, Third Session of NABE Con- Council Alumni and NCBP Past current Track Programs Presidents Dinner Sponsored by LawPay Dogwood, 565 Peachtree Street, N.E., (404) 835-1410 3:15 p.m. – 4:15 p.m. Fourth Session of NABE Concurrent Track Programs Sponsored by LawPay

6:00 p.m. – 8: 00 p.m. NABE Wednesday Night Networking Reception A601/A602 Atrium Level

4 2011 NABE NCBP NCBF MIDYEAR MEETING NABE/NCBP/NCBF Midyear Meeting At-A-Glance

friday saturday FEBRUARY 11, 2011 FEBRUARY 12, 2011

NABE NCBP NCBF NCBP NCBF 3:00 p.m. – 5:00 p.m. 6:45 a.m. – 5:00 p.m. 6:45 a.m. – 5:00 p.m. 7:00 a.m. – 11:30 a.m. 8:00 a.m. – 11:30 a.m. NABE Program Committee NABE/NCBP/NCBF Joint NABE/NCBP/NCBF Joint NABE/NCBP/NCBF Joint NABE/NCBP/NCBF Joint Meeting Registration Registration Registration Registration M105, Marquis Level Registration Desk 1, Marquis Level Registration Desk 1, Marquis Registration Desk 1, Marquis Registration Desk 1, Marquis Level Level Level NCBF Breakfast, Membership 7:45 a.m. – 10:50 a.m. Meeting and Plenary Session Breakfast and Joint Meeting 7:45 a.m. – 10:50 a.m. 7:30 a.m. – 9:00 a.m. will take place in of the National Conference of Breakfast and Joint Meeting NCBP Breakfast and Bar Presidents, the National of the National Conference of Roundtables M301, Marquis Level Association of Bar Executives Bar Presidents, the National Marquis Ballroom Salon B, 8:00 a.m. – 9:00 a.m. and the National Conference of Association of Bar Executives Marquis Level NCBF Breakfast and Bar Foundations and the National Conference Membership Meeting Marquis Ballroom Salon B, Marquis of Bar Foundations 7:45 a.m. – 8:45 a.m. Level Marquis Ballroom Salon B, Metropolitan Bar Caucus Marquis Level Executive Committee Meeting 9:00 a.m. – 11:30 a.m. L405, Lobby Level NCBF Plenary Session 7:45 a.m. – 9:00 a.m. 7:45 a.m. – 9:00 a.m. Breakfast and Welcome Breakfast and Welcome 9:00 a.m. – 11:30 a.m. 9:00 a.m. – 10:00 a.m. NCBP Plenary Session Planning the Before and After 9:00 a.m. – 10:50 a.m. 9:00 a.m. – 10:50 a.m. Marquis Ballroom Salon B, of a Successful Endowment Plenary Session Plenary Session Marquis Level Campaign

9:00 a.m. – 9:30 a.m. 9:00 a.m. – 9:30 a.m. 9:00 a.m. – 9:15 a.m. 10:10 a.m. – 11:30 a.m. A Transforming Profession and A Transforming Profession ABA President Speaks Starting and Growing a Challenges to Bar Associations and Challenges to Bar Marquis Ballroom Salon B, Planned Giving Program Associations Marquis Level 9:30 a.m. – 10:50 a.m. 11:30 a.m. Roundtable Discussions and 9:30 a.m. – 10:50 a.m. 9:15 a.m. – 9:45 a.m. Adjourn Reporting Back Roundtable Discussions and Enhancing Reputation, Reporting Back Increasing Trust: What Your Bar Can Do to Address Public 10:50 a.m. – 11:15 a.m. 10:50 a.m. – 11:15 a.m. Dissatisfaction with Lawyers NCBP Sponsor Appreciation and NCBP Sponsor Appreciation Networking Break and Networking Break 9:45 a.m. – 11:00 a.m. Marquis Ballroom Salon A, Marquis Marquis Ballroom Salon A, Roundtables and Reports Level Marquis Level Back

11:15 a.m. – 11:25 a.m. 11:15 a.m. – 11:25 a.m. 11:00 a.m. – 11:20 a.m. Transfer Break Transfer The Hottest Tips On The Hottest Topics For Bar 11:25 a.m. – 12:25 p.m. 11:25 a.m. – 12:25 p.m. Leaders First Session of Joint Concurrent First Session of Joint Workshops Concurrent Workshops 11:20 a.m. – 11:30 a.m. For workshops 1A - 4A, please Final Remarks and Adjourn 12:30 p.m. – 1:40 p.m. see NCBP section of this program NCBP/NABE/NCBF Joint Awards booklet. Luncheon Marquis Ballroom Salon B, Marquis 12:30 p.m. – 1:40 p.m. Level NCBP/NABE/NCBF Joint Awards Luncheon 1:40 p.m. – 2:05 p.m. Marquis Ballroom Salon B, NCBP Sponsor Appreciation and Marquis Level Networking Break Marquis Ballroom Salon A, Marquis 1:40 p.m. – 2:05 p.m. Level NCBP Sponsor Appreciation and Networking Break 2:05 p.m. – 2:15 p.m. Marquis Ballroom Salon A, Transfer Break Marquis Level

2:15 p.m. – 3:15 p.m. 2:15 p.m. – 3:15 p.m. Second Session of Joint Second Session of Joint Concurrent Workshops Concurrent Workshops For Sessions 1B – 4B, please see NCBP section of this program 3:30 p.m. – 4:30 p. m. booklet. NCBP Forum on Ethnic and Racial Diversity 3:30 p.m. – 4:30 p.m. M103/M104, Marquis Level Best Practices Roundtable Discussions 4:30 p.m. – 5:30 p.m. M304, Marquis Level Metropolitan Bar Caucus Beer and Bull Session 5:30 p.m. – 7:30 p.m. M301, Marquis Level NCBP/NABE/NCBF Joint Reception 5:30 p.m. – 7:30 p.m. Imperial Ballroom B, Marquis NCBP/NABE/NCBF Joint Level Reception Imperial Ballroom B, Marquis Level

ATLANTA, GEORGIA 5 NABE thanks our sponsors for their generous support.

NABE PLATINUM SILVER BRONZE LexisNexis Boxwood Technology/ ALPS GEICO Dianne McClintock Callahan, Legal Job Exchange Christine Blackstun, Director of Deedre Daniel, Partnership Director, Associations Marketing Carrie McIntyre, National Account Marketing Marketing Director 2935 Summitop Road NE Executive P.O. Box 9169 One GEICO Plaza Marietta, GA 30066 590 Herndon Parkway, Suite 100 Missoula, MT 59807 Washington, DC 20076 (888) 488-3334 Herndon, VA 20170 (800) 367-2577 (301) 986-3183 [email protected] (703) 964-2769 [email protected] [email protected] www.lexisnexis.com [email protected] www.alpsnet.com www.geico.com/about/ Wednesday Plenary Session www.boxwoodtech.com sponsoredmarketing/ Cyber Café in the NABE Thursday Track Programming Capital One Sponsor Room Philip L. Lazzati, Managing InReach Hotel Key Cards LawPay (formerly Law Firm Director – Capital Affinity Partners Brian Giuffrida, Vice President Merchant Account) 12071-0410 of Sales and Marketing GOLD Amy Porter, CEO 15000 Capital One Drive 5700 South Mopac Expy. 6200 Bridgepoint Parkway, Richmond, VA 23238 Austin, TX 78749 ABA Retirement Building 4, Suite 200 (410) 321-6333 (512) 377-6484 Funds/ING Austin, TX 78730 [email protected] [email protected] Michael Moniz, Assistant Vice (512) 366-6970 www.capitalone.com www.inreachce.com President, Sales and Marketing [email protected] P.O. Box 5142 www.LawPay.com CoreVault JobTarget Boston, MA 02206 Wednesday Track Programming Jeff Cato, Vice President of Chuck Sheriff, Director of Job (617) 376-4622 Marketing Board Sales michael.moniz@ Legal Directories 13900 N. Portland 225 State Street, Suite 300 abaretirement.com Publishing Co., Inc. Oklahoma City, OK 73134 New London, CT 06320 www.abaretirement.com Diane Chapman, President (405) 242-1030 (860) 739-2555 Flash Drives and Thursday 9111 Garland Road [email protected] [email protected] Breakfasts Dallas, TX 75218 www.corevault.com www.jobtarget.com (800) 447-5375 Affiniscape [email protected] ESQSITES123.com Océ North America – a Matt Hurt, Account Manager www.legaldirectories.com Anthony E. Kalikas, CEO Canon Group Company 6200 Bridge Point Parkway, Wednesday Night Networking 3936 Hortensia Street Mary Lohmeier-Hass, Director Building 4, Suite 200 Reception San Diego, CA 92110 Marketing Communications Austin, TX 78730 (619) 237-5422 Document Printing Systems (512) 672-6016 [email protected] 100 Oakview Drive [email protected] www.ESQSITES123.com Trumbull, CT 06611 www.affiniscape.com (203) 365-7152 NABE Website Euclid Technology [email protected] Dan Antonoff, Vice President, Sales www.oceusa.com 8120 Woodmont Avenue Bethesda, MD 20814 Summit Consortia (301) 986-4011 Management, Inc. [email protected] William Burnich, Vice President www.euclidtechnology.com 7652 Sawmill Road, #303 Dublin, OH 43016 Florida Coastal School (800) 726-8381 of Law [email protected] Ellen Sefton, Director of Career www.associatesbuying Services cooperative.com Career Services Department 8787 Baypine Road Jacksonville, FL 32256 (904) 680-7728 [email protected] www.fcsl.edu 6 2011 NABE NCBP NCBF MIDYEAR MEETING Nabe 2011 Midyear Meeting

continental breakfast. First-time meeting attendees and sponsors will TUESDAY, FEBRUARY 8, 2011 be introduced before we head off to the opening plenary session. NABE 8:20 a.m. – 8:30 a.m. 8:30 a.m. – 2:00 p.m. Transfer Break NABE Board of Directors Meeting L401, Lobby Level 8:30 a.m. – 8:45 a.m. NABE Welcome to Atlanta 3:30 p.m. – 6:00 p.m. Marquis Ballroom Salon B, Marquis Level NABE/NCBP/NCBF Joint Registration Carolyn Witt, New Haven, CT, NABE President and Executive Registration Desk 1, Marquis Level Director, New Haven County Bar Association Nancy Roberson, Charlotte, NC, Chair, NABE Program Committee 3:30 p.m. – 5:00 p.m. and Executive Director, Mecklenburg County Bar NABE Communications Section Executive Diane O’Steen, Atlanta, GA, Executive Director, Atlanta Bar Council Meeting Association L507, Lobby Level 8:45 a.m. – 9:45 a.m. 4:30 p.m. – 5:30 p.m. NABE Plenary Session: Future of the Legal Orientation for NABE First-time Meeting Profession Attendees Marquis Ballroom Salon B, Marquis Level L506, Lobby Level This plenary session will lay the groundwork for a yearlong discussion about how state, metro, county and specialty bar associations can 6:00 p.m. – 7:00 p.m. work together with bar leaders, members of the bar, the judiciary NABE Welcome Reception and law schools to deal with the challenges that the legal profession is Marquis Ballroom Salon B, Marquis Level facing as a result of globalization, technology and the changing Come and join your fellow bar colleagues, speakers and sponsors. At demographics among members of the bar. this event and forget about traveler’s fatigue! Boost your energy with SPEAKERS networking, good company and laughter. Light reception fare is just Thomas Lyons, Providence, RI, Past President, Rhode Island Bar what you need to kick off the meeting. See you there! Association Frederic S. Ury, Fairfield, CT, Past President, Connecticut Bar 7:30 p.m. – 10:00 p.m. Association, NCBP President-elect, and Member, ABA Commission NABE First-time Attendees’ Dinner on Ethics 20/20 French American Brasserie 30 Ivan Allen Jr. Blvd., N.W., (404) 266-1440 9:45 a.m. – 10:15 a.m. The NABE Board of Directors will host first-time NABE meeting NABE Sponsor Networking Break attendees for a “you don’t want to miss it” evening arranged especially Marquis Ballroom Salon A, Marquis Level for them. Guests will meet in the Marriott lobby to catch cabs to this Thanks to our generous sponsors, NABE is able to offer quality charming, old world brasserie in the heart of downtown Atlanta. programming at a reasonable fee. Please stop by to say thanks to all our sponsors and while you’re there, take advantage of our Cyber Café, brought to us by LexisNexis.

10:15 a.m. – 11:15 a.m. WEDNESDAY, FEBRUARY 9, 2011 First Session of NABE Concurrent Track Programs As a follow-up on the plenary, these roundtable discussions will 7:00 a.m. – 4:45 p.m. cover specifics on how bar associations can and must remain current NABE/NCBP/NCBF Joint Registration and relevant to their members. To assist members and promote the (Registration will be closed for lunch from 12:45 p.m. – 1:30 p.m.) administration of justice, bar associations will be faced with leading Registration Desk 1, Marquis Level ethical rule reforms; monitoring consumer protection issues; creating new affinity programs that give their members a competitive edge, such as 7:30 a.m. – 8:20 a.m. website development and alternative billing practices; collaborating with NABE Breakfast and Introductions law schools and other law-related organizations, and providing alternative Marquis Ballroom Salon C, Marquis Level education programming in non-traditional CLE areas. Bid your fellow bar executives a good morning while you enjoy a Sponsored by LawPay

ATLANTA, GEORGIA 7 Track Program 1A: Future of the Legal Profession PANELISTS Roundtable Discussion By Bar Membership Size (2,000 or David Beam, Chicago, IL, Publications Director, Chicago Bar fewer members) Association NABE M106/M107, Marquis Level Angela Brady, Atlanta, GA, Senior Consultant, Stratton Publishing FACILITATOR Joyce Hastings, Madison, WI, Director of Publications, State Bar of Robert Paolini, Montpelier, VT, Executive Director, Vermont Wisconsin Bar Association Track Program 2B: PCI Compliance … Hear From the Experts Track Program 1B: Future of the Legal Profession M103/M104, Marquis Level Roundtable Discussion By Bar Membership Size (2,001 - Regardless of the size of your bar, if you accept credit cards, this issue 7,000 members) is crucial to your operations. Learn the basics of PCI Compliance, M103/M104, Marquis Level what it is, who to go to for help, and what you should be doing to FACILITATORS comply with these federal regulations and protect your members’ Diane Minnich, Boise, ID, Executive Director, personal information. Marc Staenberg, Beverly Hills, CA, Executive Director, Beverly Also sponsored by the NABE Administration and Finance Section Hills Bar Association SPEAKERS Amy Airhart, Austin, TX, PCI Manager, Affiniscape, Inc. Track Program 1C: Future of the Legal Profession Roundtable Discussion By Bar Membership Size (7,001- Track Program 2C: Base Camp … Boot Camp — A Tool You’re 15,000 members) Probably Not Yet Using M304, Marquis Level M302/M303, Marquis Level FACILITATORS Every once in a while, a tool comes along that is affordable, easy to Larry Houchins, Jackson, MS, Executive Director, use and which can dramatically improve your worklife. Base Camp is Thomas A. Pyrz, Indianapolis, IN, Executive Director, Indiana State one of those tools. With this in-depth, non-geek approach, learn how Bar Association you can use Base Camp to plan your next annual meeting, organize a CLE, collaboratively produce a newsletter and much more. Track Program 1D: Future of the Legal Profession MODERATOR Roundtable Discussion By Bar Membership Size (15,001 plus) Matthew J. Ridgely, Miami, FL, Executive Director, Dade County M101, Marquis Level Bar Association FACILITATORS PANELISTS Katherine Mazzaferri, Washington DC, Executive Director, The Erik Mazzone, Chapel Hill, NC, Director, Center for Practice Management, North Carolina Bar Association John Williams, Oklahoma City, OK, Executive Director, Whitney von Haam, Raleigh, NC, Executive Director, Wake County Bar Association

11:15 a.m. – 11:30 a.m. 12:30 p.m. – 1:30 p.m. Transfer Break NABE Buffet Lunch/Forum and Committee Meeting Opportunities 11:30 a.m. – 12:30 p.m. Marquis Ballroom Salon C, Marquis Level Second Session of NABE Concurrent Track If you serve on a committee or participate in a forum, check the marked, Programs reserved tables to see if your committee or forum is meeting. Otherwise, Sponsored by LawPay grab a seat at any unmarked table, grab a plate and grab a few moments of conversation or relaxation before this afternoon’s dynamic programming. Track Program 2A: Killing The Dead-Tree Edition: Print in the Digital Age 12:30 p.m. – 1:30 p.m. M301, Marquis Level Lunch Discussion for Associate and Assistant You’ve read all about it (online, no doubt): more magazines are Executive Directors disappearing, more newspapers are folding. But lawyer-members M202, Marquis Level skew older and less tech-savvy than the general population. How do you make the right decision about whether — and if so, when 1:30 p.m. – 1:45 p.m. — to kill your dead-tree edition and make the leap to digital only? Transfer Break And how can you create a full-featured digital edition even as you’re keeping print alive? Leading bar communicators give 1:45 p.m. – 2:45 p.m. practical advice. Third Session of NABE Concurrent Track Programs MODERATOR Sponsored by LawPay Dan Wise, Concord, NH, Communications Director and Bar News Editor, New Hampshire Bar Association

8 2011 NABE NCBP NCBF MIDYEAR MEETING Track Program 3A: 20/20 Vision – The Relevance of Bar 2:45 p.m. – 3:15 p.m. Associations in the Year 2020 NABE Sponsor Networking Break M106/M107, Marquis Level Marquis Ballroom Salon A, Marquis Level Yogi Berra couldn’t have said it better: The future is ahead of us. Quench your thirst…for knowledge and cold beverages along with a In order to successfully chart a course for the future, you have to light afternoon snack at our sponsor networking break.

envision the social, political, technological and economic trends NABE that impact what bar associations do. In 1999, participants at the 3:15 p.m. – 4:15 p.m. NABE Midyear Meeting did a little crystal ball gazing (or more Fourth Session of NABE Concurrent Track likely, it was a crap shoot) and thought they had a handle on what Programs building a better bar (circa 2010) would look like. Be prepared to Sponsored by LawPay lead, follow or just get out of the way! MODERATOR Track Program 4A: Financial Literacy for Staff and Elizabeth Derrico, Chicago, IL, Associate Director, Division Bar Leaders for Bar Services, American Bar Association M301, Marquis Level PANELISTS It is fundamental for managers and necessary for leaders to Allan Head, Cary NC, Executive Director, North Carolina Bar be proficient in understanding the organization’s financial Association matters. This session will provide an overview to reading financial Jill Snitcher McQuain, Columbus, OH, Executive Director, documents as well as applying and implementing policies and Columbus Bar Association procedures which control and safeguard the bar’s money. MODERATOR Track Program 3B: Staff Development - How To Make It Harry Shipley, CAE, Des Moines, IA, Assistant Executive Happen While Facing Time and Financial Shortfalls Director, The Iowa M103/M104, Marquis Level PANELISTS Bar executives want to make sure their staff members Ellen Johnson, Atlanta, GA, Senior Director of Education, The have opportunities to grow as professionals. When there’s Georgia Center for Non-Profits little money, and even less time, how can executives make this Steven Laine, Atlanta, GA, CFO, happen? Join us and share your success stories. Patricia Pryor, Atlanta, GA, Audit Partner, Cherry, Bekaert & Also sponsored by the NABE Administration and Finance Holland Section SPEAKERS Track Program 4B: Solo & Small Firm Magic Mary F. Etter, New Britain, CT, Director of Operations, M103/M104, Marquis Level Connecticut Bar Association With a growing percentage of bar members being from solo and Ashley Mills, Cary, NC, Human Resources Director, North small firms, bars are being called on to provide services and Carolina Bar Association training to assist with rainmaking and practice management issues. Learn about programs to keep your bar relevant to this Track Program 3C: To Tweet or NOT To Tweet - Which segment of your membership. Social Media Vehicles are Appropriate for Which Messages MODERATOR M302/M303, Marquis Level Maryann Williams, Indianapolis, IN, Director of Sections, This timely program will help you differentiate popular social Indiana State Bar Association media vehicles in order to choose the right platforms for the PANELISTS right news, activities and promotions. Learn the ins and outs Kathy Grant, Cincinnati, OH, Director of Member Services, of organizational Facebook pages, Twitter, Foursquare, and the Cincinnati Bar Association utility of location-based social media. Laurie Rideout, Tampa, FL, Assistant Executive Director, MODERATOR Hillsborough County Bar Association Bonnie Sashin, APR, Boston, MA, Communications Director, Kevin Ryan, Montpelier, VT, Director of Education & Boston Bar Association Communication, Vermont Bar Association PANELISTS Toby Bloomberg, Atlanta, GA, President, Bloomberg Track Program 4C: Mobile Productivity - Running Your Marketing Bar From Your Pocket Bert Dumars, Atlanta, GA, VP E-Business & Interactive Mktg, M302/M303, Marquis Level Newell Rubbermaid That thing in your pocket is more than just a phone— it is a Stephanie Frost, Atlanta, GA, Digital Media Strategist powerful computer, whether it is an iPhone, Android or Blackberry. Etan Horowitz, Atlanta, GA, Digital Media Producer, CNN Once you know how, you can use that device to run your bar from International anywhere on the planet, and best of all, you probably already own one. Come learn the tips, tricks and techniques you need to take your mobile productivity to the next level. MODERATOR David A. Bohm, Cary, NC, Assistant Executive Director, North Carolina Bar Association ATLANTA, GEORGIA 9 PANELISTS Track Program 5B: How Healthcare Reform Impacts Your Natalie Kelly, Atlanta, GA, Director, Law Practice Management, Staff Benefits Package State Bar of Georgia M304, Marquis Level NABE Nerino Petro, Madison, WI, Practice Management Advisor, State The recent changes to the law will affect the concept of different Bar of Wisconsin employees receiving different benefits. Many of us have not thought through what could be a significant restructuring of the existing benefit 6:00 p.m. – 8: 00 p.m. package as well as the time and costs associated with those changes. NABE Wednesday Night Networking Reception Other concerns include the impact on benefit packages for those staff A601/A602, Atrium Level who are about to become eligible for Medicare. Mix and mingle with NABE members and registrants. This event will Also sponsored by the NABE Administration and Finance Section be the perfect networking setting for “open” discussion. Greet old and SPEAKERS new friends alike as you enjoy lively conversation over cocktails and Robert Lewis, Atlanta, GA, Regional Counsel for ERISA and appetizers. Employee Benefits, U.S. Department of Labor Sponsored by Legal Directories Publishing Co., Inc. Dena M. Wengert, SPHR, Richmond, VA, Human Resources Director, LeclairRyan

Track Program 5C: To Follow, Per Chance to Friend - Using Social Media to Connect with Current and Future Members THURSDAY, FEBRUARY 10, 2011 M302/M303, Marquis Level Millions of people have already joined and are actively participating in various social networking sites. This program will provide tips on how 7:00 a.m. – 5:30 p.m. to effectively use Twitter, Facebook, LinkedIn and other social media to NABE/NCBP/NCBF Joint Registration create compelling opportunities for growing membership, marketing Registration Desk 1, Marquis Level events and programs, and providing news and information about (Registration will be closed for lunch from 12:30 p.m.-1:30 p.m.) everything from capitol updates to member benefits. SPEAKERS 8:00 a.m. – 9:00 a.m. Sayre Happich, San Francisco, CA, Assistant Director of NABE Breakfasts (All meeting rooms on Marquis Communications & Public Relations, Bar Association of San Level) Francisco Sponsored by ABA Retirement Funds/ING John Sirman, Austin, TX, Web Manager,

General Breakfast, Marquis Ballroom Salon C 10:15 a.m. – 10:45 a.m. Administration & Finance Section Breakfast, M103 NABE Sponsor Networking Break Communications Section Breakfast, M104 Marquis Ballroom Salon A, Marquis Level WIN A PRIZE! This will be your final opportunity to enter your 9:00 a.m. – 9:15 a.m. name for a chance to win fabulous prizes from NABE and our wonderful Transfer Break sponsors. All prizes will be drawn at the luncheon after the business meeting and you must be present to win. 9:15 a.m. – 10:15 a.m. Fifth Session of NABE Concurrent Track Programs 10:45 a.m. – 12:15 p.m. Sponsored by Boxwood Technology/Legal Job Exchange Sixth Session of NABE Concurrent Track Programs

Track Program 5A: FREE Stuff!! Tips That Will Save You Roundtable Discussions … Networking and Idea-Sharing Money Event M301, Marquis Level Back by popular demand...This session of programming will be Tips, ideas and resources that are free (or almost) that can help get facilitated discussions regarding how bar associations are serving your job done. Tips will include not only tech tools such as Google their members in this changing and challenging economy, new Docs and Dropbox, but also tips and ideas dealing with sponsors, com- trends, new strategies, changes in priorities etc. Groups will be munication, support resources and others. Bring your own and share! divided into three groups - mandatory state bars; voluntary state, MODERATOR metro and specialty bars with memberships greater than 2,000; Chris Manos, Helena, MT, Executive Director, State Bar of and local and specialty bars with memberships of 2,000 or less. Montana Discussions may include (but are not limited to): programs to help PANELISTS members manage their practices more economically; tools to manage Rodney Dowell, Boston, MA, Director, Massachusetts Law Office stress; career resources; innovative networking events; trends in Management Assistance Program non-traditional CLE etc. Facilitators will maintain a quick pace and Whitney von Haam, Cary, NC, Executive Director, Wake County discuss a range of bar association-related issues, support individual Bar Association participation, knowledge sharing and focused brainstorming.

10 2011 NABE NCBP NCBF MIDYEAR MEETING Track Program 6A: Roundtable Group – LOCAL and 1:30 p.m. – 2:30 p.m. SPECIALTY BARS with Membership of 2,000 or less NABE First-Time Attendees’ Wrap-up Session M301, Marquis Level M304, Marquis Level FACILITATOR Yvonne McGhee, Fairfax, VA, Executive Director, Fairfax Bar 4:00 p.m. – 5:30 p.m.

Association ABA Legislative and Governmental Advocacy NABE Update Track Program 6B: Roundtable Group - VOLUNTARY M301, Marquis Level STATE BARS, METRO BARS with Membership above Learn about the hot law-related issues to be debated in Congress in the 2,000, and SPECIALTY BARS with Membership above coming months and how your bar association can make a difference. 2,000 Produced by the ABA Office of Governmental Affairs and M304, Marquis Level Cosponsored by the National Conference of Bar Presidents, National FACILITATORS Association of Bar Executives, ABA Section Officers Conference, ABA Julie Deacon, Portland, ME, Executive Director, Maine State Young Lawyers Division and the ABA Standing Committee on Legal Bar Association Aid and Indigent Defendants John Norwine, Cincinnati, OH, Executive Director, Cincinnati Bar Association 5:00 p.m. – 6:30 p.m. Metropolitan Bar Caucus Welcome Reception Track Program 6C: Roundtable Group - MANDATORY A602, Atrium Level STATE BARS MBC members will chat over cocktails and comestibles with NABE, M103/M104, Marquis Level NCBP and NCBF registrants before heading out to dinner on your own at FACILITATORS some of Atlanta’s fine dining establishments. Bring extra business cards Joe Conte, Albuquerque, NM, Executive Director, State Bar of for networking and to enter a raffle. Admission is $35 by pre-registration New Mexico or $45 at the door. Jeannine McCoy, Concord, NH, Executive Director, New Sponsored by the Atlanta Bar Association, Insurance Specialists, Inc. Hampshire Bar Association and the Stetson University College of Law.

12:15 p.m. – 12:30 p.m. Transfer Break FRIDAY, FEBRUARY 11, 2011 12:30 p.m. – 1:30 p.m. NABE Luncheon and Business Meeting Marquis Ballroom Salon C, Marquis Level 3:00 p.m. – 5:00 p.m. During lunch, we will hear special remarks from the 2010 Bolton NABE Program Committee Meeting Award winner Allan Head, excecutive director, North Carolina Bar M105, Marquis Level Association. After lunch and the NABE Business Meeting, during which President Carolyn Witt will make brief remarks, prizes from NABE and some of our wonderful sponsors will be raffled off to lucky NABE registrants. You must be present to win. Don’t miss out!

ATLANTA, GEORGIA 11 NABE 2010-2011 BOARD OF DIRECTORS AND PROGRAM COMMITTEE

NABE NABE BOARD OF Local Bar Directors NABE Member Services Trudy Levindofske, Orange DIRECTORS Patience Burns, Palm Beach Coordinator County Bar Association (CA) County Bar Association Haley Swilling, ABA Division Christopher Manos, State Bar President Duane Stanley, Hennepin for Bar Services of Montana Carolyn Witt, New Haven County Bar Association Mark Mathewson, Illinois County Bar Association NABE PROGRAM State Bar Association Directors-at-Large COMMITTEE Erik Mazzone, North Carolina President-Elect David Blaner, Allegheny Bar Association Dana Collier Smith, Colorado County Bar Association Chair Don Philips, Connecticut Bar Bar Association Carol Madeja, The State Bar of Nancy Roberson, Association California Mecklenburg County Bar Matthew Ridgely, Dade Vice President County Bar Association Yvonne McGhee, Fairfax Bar ABA House Delegate Vice Chair Marc Staenberg, Beverly Hills Association William Weisenberg, Ohio Helen D. McDonald, Rhode Bar Association State Bar Association Island Bar Association Mark Tarasiewicz, Secretary Philadelphia Bar Association John Williams, Oklahoma Bar NABE Liaison Board Liaison Lynda Tanner, State Bar of Association Pamela Robinson, ABA Dana Collier Smith, Wisconsin Division for Bar Services Angela Weston, Maine State Treasurer Bar Association Zoe Lyle, Bar Association of NABE Finance and Business Committee Members Metropolitan St. Louis Administrator Brad Carr, NABE Program Committee Tondanisha Nevels, ABA Mary Loewenguth, Monroe Liaison State Bar Directors Division for Bar Services County Bar Association Leticia Spencer, ABA Division George C. Brown, State Bar of Karen France, Clearwater Bar for Bar Services Wisconsin Association Leah G. Johnson, NABE 2010-2011 Committee, Forum and Section Leaders

NABE COMMITTEES Scholarship NABE FORUMS Young Lawyer Liaisons Jan Wade, Kane County Bar Stephen Campbell, Bar Bylaws Committee Association, Chair Bar Member Services Association of Metropolitan St. Fran O’Rourke, Pennsylvania Genna Kluchnikov, Beverly Louis, Chair Bar Association, Chair Small Bar Hills Bar Association, Chair Nancy Gallego, El Paso Bar NABE SECTIONS Chief Staff Executive Association, Chair Lawyer Referral & Information Lyn Flanigan, Hawaii State Service Section on Administration & Bar Association, Chair Sponsorship Jeannie Rollo, Lawyer Referral Finance David Bohm, North Carolina Service of Central Texas, Chair Sandra Cousins, Tulsa County Diversity Development Bar Association, Chair Bar Association, Chair Kelly McNeil Legier, Meetings/Seminars & Events Louisiana State Bar Association, Surveys Chris Albrektson, Idaho State Section on Communications Chair Jane Schoenike, Nebraska Bar, Chair Kelley Jones King, State Bar of State Bar Association, Chair Texas, Chair Elections Sections and Committees Catharine Maher, Dallas Bar Website/Knowledge Maryann Williams, Indiana Section on Governmental Association, Chair Management State Bar Association, Chair Relations John Sirman, State Bar of Richard Montgomery, Maryland Membership Texas, Chair State and Local Bar Liaisons State Bar Association, Chair Allen Kimbrough, Maricopa Mark Wilson, New York State Bar County Bar Association, Chair Association, Chair Section on Information Technology Steven Dunn, Illinois State Bar Association, Chair 12 2011 NABE NCBP NCBF MIDYEAR MEETING NABE Past PresidentS

1941-1943 *Emma E. Dillon, Trenton, NJ 1978-1979 Reginald T. Hamner, Montgomery, AL 1943-1944 *J.L.W. Henney, Columbus, OH 1979-1980 Peter P. Roper, Harrisburg, PA

1944-1946 *Leland M. Cummings, Salt Lake City, UT 1980-1981 *Jack Lyle, Indianapolis, IN NABE 1946-1947 *John Mcl. Smith, Harrisburg, PA 1981-1981 *G. Edward Friar, Seattle, WA 1947-1949 *George H. Turner, Lincoln, NE 1981-1983 Robert N. DuRant, Columbia, SC 1949-1950 *Milton E. Bachman, Lansing, MI 1983-1984 Nan Wilder, Phoenix, AZ 1950-1951 *William J. Park, Austin, TX 1984-1985 William J. Smith Jr., Baltimore, MD 1951-1952 *Philip S. Habermann, Madison, WI 1985-1986 Dalton W. Menhall, Trenton, NJ 1952-1953 *John E. Berry, Albany, NY 1986-1987 Celene Greene, Lake Oswego, OR 1953-1954 *Joseph B. Miller, Columbus, OH 1987-1988 *Bobbie Lou Nailling-Files, Kansas City, MO 1954-1955 *Amos M. Pinkerton, Springfield, IL 1988-1989 William J. Carroll, Albany, NY 1955-1956 *William E. Pool, Austin, TX 1989-1990 Terrence M. Murphy, Chicago, IL 1956-1957 *Emma E. Dillon, Trenton, NJ 1990-1991 Edward M. Bonney, Augusta, ME 1957-1958 Donald D. Molen, Denver, CO 1991-1992 John F. Harkness Jr., Tallahassee, FL 1958-1959 *John W. Shuart, Topeka, KS 1992-1993 *Theodore Stellwag, Harrisburg, PA 1959-1960 *Joseph M. Larimer, Chicago, IL 1993-1994 Paul V. Carlin, Baltimore, MD 1960-1961 *Kenneth Harris, Oklahoma City, OK 1994-1995 Nancy A. Galloway, West Bloomfield, MI 1961-1962 Wade F. Baker, Jefferson City, MO 1995-1996 Bruce Hamilton, Phoenix, AZ 1962-1963 *Henry H. Harned, Frankfort, KY 1996-1997 Dennis P. Harwick, Seattle, WA 1963-1964 *Thomas C. Meyers, Minneapolis, MN 1997-1998 Keith A. Birkes, Jefferson City, MO 1964-1965 *John H. Holloway, Portland, OR 1998-1999 Katherine S. Bifaro, Buffalo, NY 1965-1966 R. Leland Hamilton, St. Louis, MO 1999-2000 Gilbert R. Campbell Jr., Nashville, TN 1966-1967 *Alice O’Leary Ralls, Seattle, WA 2000-2001 Betty J. Braden, Madison, WI 1967-1968 Marshall R. Cassedy, Tallahassee, FL 2001-2002 Diane O’Steen, Atlanta, GA 1968-1969 *Stanley L. Johnson, Los Angeles, CA 2002-2003 Thomas R. Tinder, Charleston, WV 1969-1970 Alfred C. Schultz, Bismarck, ND 2003-2004 Thomas A. Pyrz, Indianapolis, IN 1970-1971 *Madrid Williams, Macon, GA 2004-2005 Anne Fritz, Memphis, TN 1971-1972 *Fredrick H. Bolton, Harrisburg, PA 2005-2006 Thomas Edmonds, Richmond, VA 1972-1973 Francis J. Bolduc, Trenton, NJ 2006-2007 Allan Head, Cary, NC 1973-1974 *Edward P. Smith, Providence, RI 2007-2008 Evelyn Sullivan, Lancaster, PA 1974-1975 Kay M. Runyon, Minneapolis, MN 2008-2009 Rodney Wegener, Tigard, OR 1975-1976 Eldon L. Husted, Phoenix, AZ 2009-2010 Jack Lockridge, Arlington, VA 1976-1977 John H. Dickason, Springfield, IL * Deceased 1977-1978 *James I. Smith III, Pittsburgh, PA

ATLANTA, GEORGIA 13 NABE Award Recipients

NABE NABE BOLTON AWARD FOR OUTSTANDING NABE PRESIDENT’S AWARD BAR LEADERSHIP 2001 John C. Norwine, Cincinnati Bar Association 1978 Wade F. Baker, Missouri 2002 Rod Wegener, 1979 Marshall Cassedy, Florida 2003 Division for Bar Services Staff, American Bar 1980 Lois M. McIlroy, Oklahoma Association 1981 Reginald T. Hamner, Alabama 2004 Susan Jacobs, Indiana State Bar Association 1982 *Joseph B. Miller, Ohio 2004 Helen McDonald, Rhode Island Bar Association 1983 John H. Dickason, Illinois 2005 Susan Andres, Alabama State Bar 1984 Edward P. Smith, Rhode Island 2006 Toby Brown, 1985 E.A. “Wally” Richter, Missouri 2006 Stuart Forsyth, Los Angeles County Bar Association 1986 Peter P. Roper, Pennsylvania 2007 Dana Collier Smith, Colorado Bar Association 1987 Alexander Lagusch, Ohio 2008 Pamela Robinson, American Bar Association 1988 *Jack Lyle, Indiana Division for Bar Services 1989 Katherine S. Bifaro, New York 2008 Patricia Yevics, Maryland State Bar Association 1990 JoAnna Moreland, Texas 2009 Yvonne McGhee, Fairfax Bar Association 1991 Marcia Poell Holston, Kansas 2010 Sam Clinch, Nebraska State Bar Association 1992 Tom Brady, Ohio 2010 Susan Jacobs, Indiana State Bar Association 1993 Edward M. Bonney, Maine 1994 *Bobbie Lou Nailling-Files, Missouri 1995 *Theodore Stellwag, Pennsylvania NABE PEER EXCELLENCE AWARD 1996 Paul V. Carlin, Maryland 1997 William J. Carroll, New York 2006 Yvonne McGhee, Fairfax Bar Association 1998 Diane O’Steen, Georgia 2007 Toby Brown, Utah State Bar 1999 *Kenneth Klein, Missouri 2009 Mark Mathewson, Illinois State Bar Association 2000 *Elizabeth C. Price, Pennsylvania 2001 Beth Keigher, New York 2002 Charles Turner, Colorado 2003 Robert Craghead, Illinois 2004 Keith Birkes, Missouri 2005 Sandra Cousins, Oklahoma 2006 Denny L. Ramey, Ohio 2007 Thomas Edmonds, Virginia 2008 Thomas A. Pyrz, Indiana 2009 Robert S. Wells, South Carolina 2010 Allan B. Head, North Carolina *Deceased

14 2011 NABE NCBP NCBF MIDYEAR MEETING NCBP gratefully acknowledges the generosity of its sponsors

PLATINUM SILVER MBC appreciates the support of the following sponsors LexisNexis/Martindale Hubbell ABA Retirement Funds/ING Dianne McClintock Callahan, Director, Michael Moniz, Assistant Vice President Atlanta Bar Association Associations Marketing Sales and Marketing Diane O’Steen, Executive Director 2935 Summitop Road NE P.O. Box 5142 229 Peachtree Street Marietta, GA 30066 Boston, MA 02206 International Tower, Suite 400 (888) 488-3334 (617) 376-4622 Atlanta, GA 30303-1601 [email protected] [email protected] (404) 521-0781 www.lexisnexis.com www.abaretirement.com [email protected] NCBP Executive Council Dinner www.atlantabar.org NCBP/NABE/NCBF Joint Reception Jessica Young, Assistant Vice President MBC Welcome Reception Sales GOLD P.O. Box 5142 Insurance Specialists, Inc. Boston, MA 02206 William K. Bass Jr., President Affiniscape (617) 376-4625 305 Carteret Street Matt Hurt, Account Manager [email protected] Beaufort, SC 29902 6200 Bridge Point Parkway, Building 4, www.abaretirement.com (843) 521-9990 Suite 200 [email protected] Austin, TX 78730 PATRON www.isi1959.com

(512) 672-6016 MBC Welcome Reception NCBP [email protected] Baker, Donelson, Bearman, MBC Executive Committee Dinner www.affiniscape.com Caldwell & Berkowitz, PC NCBP Website 211 Commerce Street, Suite 800 Stetson University College of Nashville, TN 37201 Law Legal Career Network (615) 726-5600 Darby Dickerson, Vice President and Dean Thomas Origer, Director of Career Center www.bakerdonelson.com 1401 61st Street Operations Offices in Tennessee, Georgia, Alabama, South Gulfport, FL 33707 6200 Bridge Point Parkway, Building 4, Mississippi, Louisiana, and Washington, DC (727) 562-7809 Suite 200 In Honor of: [email protected] Austin, TX 78730 Linda Klein, Past President, State Bar of MBC Welcome Reception (512) 366-7071 Georgia and Chair, ABA House of Delegates [email protected] Buck Lewis, Past President, Tennessee Bar www.associationcareernetwork.com Association Jonathan Cole, Past President, Nashville Bar Rimkus Consulting Group, Inc. Association Frank Culberson, President and CEO Patrick Worsham, Regional Marketing Miller & Martin PLLC Manager 832 Georgia Avenue Eight Greenway Plaza, Suite 500 Suite 1000, Volunteer Building Houston, TX 77046 Chattanooga, TN 37402-2289 (713) 621-3550 (423) 756-6600 [email protected] www.millermartin.com www.rimkus.com In Honor of: Friday Breakfast and Roundtables Katie Edge, Past President, Tennessee Bar Association Marcy Eason, Past President, Tennessee Bar Association Bryan Cavan, Past President, State Bar of Georgia

ATLANTA, GEORGIA 15 NCBp 2011 Midyear Meeting

THURSDAY, FEBRUARY 10, 2011 5:00 p.m. – 6:30 p.m. Metropolitan Bar Caucus Welcome Reception A602, Atrium Level 7:00 a.m. – 5:30 p.m. MBC members will chat over cocktails and comestibles with NABE, NABE/NCBP/NCBF Joint Registration NCBP and NCBF registrants before heading out to dinner on your Registration Desk 1, Marquis Level own at some of Atlanta’s fine dining establishments. Bring extra (Registration will be closed for lunch from 12:30 p.m.-1:30 p.m.) business cards for networking and to enter a raffle. Admission is $35 by pre-registration or $45 at the door. 7:30 a.m. – 9:00 a.m. Sponsored by the Atlanta Bar Association, Insurance Specialists, NCBP Finance Committee & Investment Inc. and the Stetson University College of Law. Committee Meeting M109, Marquis Level 7:00 p.m. – 10:00 p.m. Metropolitan Bar Caucus Executive Committee 8:00 a.m. – 9:00 a.m. Dinner NCBP Sponsorship Committee Meeting Capital City Club – Downtown, 7 Harris Street, N.W., (404) 523-8221 M108, Marquis Level Sponsored by Insurance Specialists, Inc.

9:00 a.m. – 10:00 a.m. 7:00 p.m. – 10:00 p.m. NCBP NCBP Diversity Committee Meeting NCBP Executive Council, Council Alumni and M108, Marquis Level NCBP Past Presidents Dinner Dogwood, 565 Peachtree Street, N.E., (404) 835-1410 9:00 a.m. – 10:00 a.m. Sponsored by LexisNexis/Martindale-Hubbell NCBP Membership Committee Meeting M109, Marquis Level 10:00 a.m. – 11:30 a.m. FRIDAY, FEBRUARY 11, 2011 NCBP Communications Committee Meeting L406, Lobby Level 6:45 a.m. – 5:00 p.m. 10:00 a.m. – 12:00 p.m. NABE/NCBP/NCBF Joint Registration NCBP Program Committee Meeting Registration Desk 1, Marquis Level M109, Marquis Level (Registration will be closed for lunch from 12:40 p.m. – 1:40 p.m.)

12:00 p.m. – 5:00 p.m. 7:45 a.m. – 10:50 a.m. NCBP Executive Council Meeting Breakfast and Joint Meeting of the National M101, Marquis Level Conference of Bar Presidents, the National Association of Bar Executives and the National 3:00 p.m. – 5:00 p.m. Conference of Bar Foundations Metropolitan Bar Caucus Executive Committee Marquis Ballroom Salon B, Marquis Level Meeting M109, Marquis Level 7:45 a.m. – 9:00 a.m. Breakfast and Welcome 4:00 p.m. – 5:30 p.m. Please join us early as we help you meet your colleagues – first- ABA Legislative and Governmental Advocacy timers as well as many-timers! Choose a table that matches Update your bar association type, e.g. unified state, metro bar, and get to M301, Marquis Level know bar leaders from like bar associations. First-time attendees Learn about the hot law-related issues to be debated in Congress will be joining their experienced bar leader mentors, so be in the coming months and how your bar association can make a sure to welcome them. At 8:45 a.m., NCBP President Nolan difference. will begin the meeting, introducing his fellow organization Produced by the ABA Office of Governmental Affairs and colleagues and our host city/state bar presidents. We will remain Cosponsored by the National Conference of Bar Presidents, in the ballroom for the plenary and the roundtable discussions National Association of Bar Executives, ABA Section Officers that follow. Breakfast tickets will be collected at the door so don’t Conference, ABA Young Lawyers Division and the ABA Standing leave your room without yours. Committee on Legal Aid and Indigent Defendants James P. Nolan, Annapolis, MD, President, National

16 2011 NABE NCBP NCBF MIDYEAR MEETING Conference of Bar Presidents 11:15 a.m. – 11:25 a.m. Carolyn Witt, New Haven, CT, President, National Association Transfer Break of Bar Executives Thomas R. Tinder, Charleston, WV, President, National 11:25 a.m. – 12:25 p.m. Conference of Bar Foundations First Session of Joint Concurrent Workshops S. Lester Tate, III, Cartersville, GA, President, State Bar of Georgia Joint Workshop 1A – Virtual Lawyering: The Bar’s Role Michael B. Terry, Atlanta, GA, President, Atlanta Bar in Designing A New Business Model Association M103/M104, Marquis Level Sponsored by Rimkus Consulting Group, Inc. In the competitive environment that solos and small law firms face in the current economy, the keys to survival are to expand 9:00 a.m. – 10:50 a.m. the strategic options available by opening new client markets, Plenary Session reducing the cost of services, and delivering legal services in a way that distinguishes law firms from non-lawyer providers such 9:00 a.m. – 9:30 a.m. as LegalZoom. It is time for solos and small law firms that offer A Transforming Profession and Challenges to personal legal services to the broad middle class to rethink their Bar Associations law firm business models. As part of the value proposition, bar The recession one day will end, but the world of lawyers will associations need to help members stay competitive in the legal never again be the way it was. The legal profession has been services marketplace. Knowing how to use available electronic changing for some time, but the recession has speeded the tools and the Internet can help leverage the playing field, process and made it more visible. Professor Tom Morgan, especially for solos and small firm practitioners. Back by popular author of The Vanishing American Lawyer (Oxford Press demand, Richard Granat will discuss how the virtual law firm and 2010), will help us begin thinking about the changes lawyers elawyering can help your members deliver legal services online to

face and how we as bar leaders can help our members deal clients that result in greater client satisfaction at a lower cost. NCBP with them. Following Professor Morgan’s remarks, assigned MODERATOR facilitators at each table will lead the discussion as we share our Randall S. Bocock, Hamilton, ON, Past Chair, Hamilton (ON) experiences and consider what actions we need to take. Some Law Association; Past Chair of the County and District Law of the workshops throughout the day will continue to focus on Presidents’ Association; and Member, NCBP Executive Council how bar associations can assist their members in adapting to SPEAKER changes in the practice and reinforce the value of bar association Richard S. Granat, Palm Beach Gardens, FL, President, Epoq, membership. US, Inc. and DirectLaw, Inc. MODERATOR Frederic S. Ury, Fairfield, CT, Past President, Connecticut Joint Workshop 2A – Membership Efforts That Match Bar Association, NCBP President-elect, and Member, ABA Demographics: “Something for Everyone” Commission on Ethics 20/20 M106/M107, Marquis Level SPEAKER Whether unified, voluntary, local or state, bar associations today Thomas Morgan, Washington, DC, Oppenheim Professor are challenged to provide services that make a difference in the of Antitrust and Trade Regulation Law, George Washington professional lives of lawyers of all ages and practice settings. Our University Law School panel will showcase efforts in their respective legal communities to deliver tools, technology, training and transition assistance into 9:30 a.m. – 10:50 a.m. and out of practice to a broad spectrum of member markets. Roundtable Discussions and Reporting Back MODERATOR Remain at your selected table to share with your colleagues your Marcy Eason, Chattanooga, TN, Past President, Tennessee Bar bar’s efforts to navigate how a changing profession impacts your Association, and Member, NCBP Executive Council members and what they will need to remain competitive and PANELISTS competent. A representative sample of tables will report back to Anthony Jenkins, Detroit MI, President, the group; Professor Morgan will be available for questions and Zoe Lyle, St. Louis, MO, Executive Director, Bar Association of comments during the reporting period. Metropolitan St. Louis Ellen Suni, Kansas City, MO, Dean, University of Missouri – 10:50 a.m. – 11:15 a.m. Kansas City, School of Law NCBP Sponsor Appreciation and Networking Terrence Votel, St. Paul, MN, President, Minnesota State Bar Break Association Marquis Ballroom Salon A, Marquis Level Take this opportunity to refill your coffee cup and learn about Joint Workshop 3A – Innovations that Build the Perfect the products and services offered by our generous sponsors. System: Money, Member Benefit and Public Service M302/M303, Marquis Level Often looked at as just a public service providing a credible, reliable system for locating legal representation, Lawyer Information Referral Services (LRIS) can also provide a significant financial benefit to ATLANTA, GEORGIA 17 bar associations. LRIS provides a vital pipeline of business to many Elizabeth Lynch, Boston, MA, Executive Director, Massachusetts solo and small-firm practitioners, of particular importance in these Bar Foundation difficult economic times. Utilizing real-life case studies and examples Jeannine McCoy, Concord, NH, Executive Director, New of innovative advertising and social media use, as well as a detailed Hampshire Bar Association survey to assess your own program, this session will provide you the Leonard Pataki, Tulsa, OK, President, Tulsa County Bar tools to harness the energy of your LRIS to support the success of Foundation, and Past President, Tulsa County Bar Association your members. Don’t miss this opportunity to better focus your LRIS Coproduced by the National Conference of Bar Foundations as a member benefit that ultimately strengthens your association’s and the National Association of Bar Executives bottom line. MODERATOR 12:30 p.m. – 1:40 p.m. Lanneau Wm. Lambert Jr., Columbia, SC, Past President, NCBP/NABE/NCBF Joint Awards Luncheon South Carolina Bar; Member, NCBP Executive Council; and Marquis Ballroom Salon B, Marquis Level Member, ABA Standing Committee on Lawyer Referral and The Joint Awards Luncheon will feature presentations to individuals, bar Information Service associations and other law-related entities for their work in support of PANELISTS the organized bar, the profession and the public. The awards presented Sheldon J. Warren, Long Beach, CA, Chair, ABA Standing will be the NCBP Fellows Award, the ABA Outstanding Law Day Committee on Lawyer Referral and Information Service Awards, the ABA Judge Edward R. Finch Law Day Speech Award, and Kalie Moore, Oakland, CA, Lawyer Referral Service Program the ABA Louis M. Brown Awards. Administrator, Alameda County Bar Association Jeannie Rollo, Austin, TX, Executive Director, Lawyer Referral 1:40 p.m. – 2:05 p.m. Service of Central Texas NCBP Sponsor Appreciation and Networking Break NCBP George D. Wolff, Tigard, OR, Referral and Information Marquis Ballroom Salon A, Marquis Level Services Manager, Oregon State Bar Association Satisfy that sweet tooth and take some time to visit with our generous sponsors over dessert. As their contributions help reduce your meeting Joint Workshop 4A – The Joys and Tensions of Local costs, their services may also save you time and money in your practice Bench/Bar Relations and for your bar association. This is an investment you’ll want to make. M301, Marquis Level All luncheon guests are invited to participate. Judges and lawyers are equally committed to the pursuit of justice, but sometimes encounter challenges in addressing one another 2:05 p.m. – 2:15 p.m. in their professional, but different roles. How can judges and Transfer Break metropolitan bar leaders collaborate effectively to enhance bench/ bar relations? What efforts work well? What causes conflict? Our 2:15 p.m. – 3:15 p.m. panel will provide practical solutions to these questions. Second Session of Joint Concurrent Workshops PANELISTS Hon. T. Jackson Bedford Jr., Atlanta, GA, Judge, Superior Joint Workshop 1B – Diversity in a Tough Economy Court of Fulton County, and Past President, Atlanta Bar M103/M104, Marquis Level Association Panelists will examine how bar associations can support diversity and Howard J. Schulberg, Pittsburgh, PA, President-elect, enhance their bottom line, by collaborating with solo and small firms Allegheny County Bar Association as well as other legal employers—including the government sector, the Thomas G. Smith, Rochester, NY, Past President, Monroe judiciary and law schools—to assist unemployed diverse law school County Bar Association, and Member, MBC Executive graduates and young lawyers. Revisiting the 2010 Annual Meeting Committee discussion generated by the ABA Diversity in the Legal Profession: Produced by the Metropolitan Bar Caucus The Next Steps report, the panel also will address why effective program evaluation and measurement of bar diversity initiatives are Joint Workshop 5A – Bar Association/Bar Foundation vital for success in sustaining diversity in a tough economy. Relationships MODERATOR M304, Marquis Level Vanita M. Banks, Northbrook, IL, Member, NCBP Executive Continuing the conversations from the San Francisco meeting, our Council, and Past President, National Bar Association experienced bar association and bar foundation leaders will discuss PANELISTS several issues, including identifying similar goals, changing the way Jay Conison, Valparaiso, IN, Dean and Professor of Law, Valparaiso associations think about their foundations, and communicating the University School of Law and Chair, Accreditation Committee, ABA supportive roles each organization plays in the legal community. Section on Legal Education and Admissions to the Bar MODERATOR Marian Cover Dockery, Atlanta, GA, Member/Manager, Dockery Robert E. Craghead, Springfield, IL, Executive Director, Mills LLC, and Executive Director, State Bar of Georgia Diversity Illinois State Bar Association Program PANELISTS Hon. Judy Draper, St. Louis, MO, Associate Circuit Court Judge, Leslie Barineau, Birmingham, AL, Immediate Past President, 21st Judicial Court Birmingham Bar Foundation Evett L. Simmons, Port St. Lucie, FL, Shareholder, Ruden

18 2011 NABE NCBP NCBF MIDYEAR MEETING McClosky, and Past President, National Bar Association and the have netted the hoped-for results. Port St. Lucie (FL) Bar Association MODERATOR Cosponsored with the ABA Center for Racial and Ethnic David Crawford, St. Louis, MO, Past President, Bar Diversity Association of Metropolitan St. Louis, and Member, NCBP Executive Council and MBC Executive Committee Joint Workshop 2B – “Show Me the Money” – How to PANELISTS Attract and Keep Sponsors Rudolph Garcia, Philadelphia, PA, Chancellor, Philadelphia M106/M107, Marquis Level Bar Association Sponsor support of bar activities is a key element in the ability James A. Heeter, Kansas City, MO, President, Kansas City to offer members a service or program at an affordable rate. Metropolitan Bar Association Bar associations and sponsors alike will tell you that building a Terri L. Mascherin, Chicago, IL, President, Chicago Bar mutually beneficial relationship for all parties is at the heart of a Association successful sponsorship effort. Come hear how bar associations, Produced by the Metropolitan Bar Caucus large and small, have developed and maintained significant sponsorships. This will include inside insights regarding Joint Workshop 5B - Setting the Rules for Board successful partnerships between sponsors and associations and Participation – Governance and Expectations: Truth in what proposals “make the cut” from decision-makers at the Advertising sponsoring organizations themselves. M304, Marquis Level MODERATOR What should a prospective board member know about his/ Jonathan Cole, Nashville, TN, Immediate Past President, her responsibilities before saying “I do”? This session will Nashville Bar Association, and Member, NCBP Executive help define board members’ roles and expectations, and your Council responsibility to communicate that information. Educating PANELISTS potential board members in advance helps ensure their

David Blaner, Pittsburgh, PA, Executive Director, Allegheny commitment to the board’s mission and work. NCBP County Bar Association PRESENTER Amy Porter, Austin, TX, CEO, LawPay Kim McKelvey, Missoula, MT, Director, ALPS Foundation Mary Sisk, Atlanta, GA, Private Wealth Management Services Marketing and Communications, SunTrust Banks, Inc. Produced by the National Conference of Bar Foundations

Joint Workshop 3B – Pro Bono for Seniors and Veterans 3:30 p.m. – 4:30 p.m. M302/M303, Marquis Level NCBP Forum on Ethnic and Racial Diversity As our nation grows “older,” the need for a wider array of bar M103/M104, Marquis Level association pro bono services and programs targeting the This session offers bar leaders interested in issues related to racial elderly grows greater. And another growing population is and ethnic diversity an opportunity to network and discuss matters our veterans, many of whom cannot find or afford the legal of common concern. 2011 ABA Spirit of Excellence Award recipients assistance they need and deserve. Join us for an engaging will address the forum, sharing their personal and professional exploration of how some state and local bar associations are insights regarding diversity in the legal profession. creating opportunities for lawyers to contribute their time MODERATOR and talents on behalf of two important, and often vulnerable Vanita M. Banks, Northbrook, IL, Member, NCBP Executive populations, our veterans and senior citizens. Council, and Past President, National Bar Association MODERATOR PANELISTS Kathryn Grant Madigan, Binghamton, NY, Past President, Hon. Denny Chin, New York, NY, U.S. District Judge, U.S. Court of New York State Bar Association, and Member, NCBP Executive Appeals, Second Circuit Council Hon. Bernice B. Donald, Memphis, TN, U.S. District Court Judge, PANELISTS Western District of Tennessee Vincent E. Doyle, III, Buffalo, NY, President-elect, New York State Bar Association 4:30 p.m. – 5:30 p.m. Terry Tottenham, Austin, TX, President, State Bar of Texas Metropolitan Bar Caucus Beer and Bull Session M301, Marquis Level Joint Workshop 4B – Building Support Among “BigLaw” MBC members are invited to grab a beer (or soft drink), take a seat, then for Metro Bar Membership discuss best practices in metro bar associations, as well as the future of M301, Marquis Level the profession and the part that MBC might play in that future. As economic pressures build, large firms are re-evaluating whether to support membership in local voluntary bar organizations. Our 5:30 p.m. – 7:30 p.m. speakers today will describe programs their bars have implemented NCBP/NABE/NCBF Joint Reception to prove local bar relevancy to law firm management and build bar Imperial Ballroom B, Marquis Level membership. As time allows, audience members will be invited to Enjoy the company of your fellow bar leaders at this casual event share their success stories, as well as those efforts which may not featuring light hors d’oeuvres and cocktails. Reception included in

ATLANTA, GEORGIA 19 the registration fee of NCBP registrants and NABE joint meeting accompanying results, and other materials they have produced registrants. Others may purchase tickets in advance for $80 at the and prepared for the ABA, Columbia Law School and the NABE/NCBP/NCBF Registration Desk. Conference of Chief Justices. This presentation, which will be Sponsored by LexisNexis/Martindale-Hubbell followed by roundtable discussions, is designed to provide “take- a-ways” that can be easily implemented by bar associations. PANELISTS A. James Elliott, Atlanta, GA, Associate Dean, Emory University SATURDAY, FEBRUARY 12, 2011 School of Law, and Past President, State Bar of Georgia W. Seaborn Jones, Atlanta, GA, Past President, Atlanta Bar Association and Past President, National Conference of Bar 7:00 a.m. – 11:30 a.m. Presidents NABE/NCBP/NCBF Joint Registration Rita A. Sheffey, Atlanta, GA, Second Vice President, Atlanta Bar Registration Desk 1, Marquis Level Association and Chair, Atlanta Bar Association Committee on Reputation and Public Trust 7:30 a.m. – 9:00 a.m. NCBP Breakfast and Roundtables 9:45 a.m. – 11:00 a.m. Marquis Ballroom Salon B, Marquis Level Roundtables and Reports Back We start the morning with another opportunity to eat and share with Using the previous panel as a starting point, assigned table facilitators colleagues from similar size bar associations. First, to kick off later will follow up with related questions to generate discussion discussions, we’ll begin at 7:45 a.m. with announcements and a brief about professionalism issues and related topics of importance to presentation by members of the ABA Special Committee on Disaster participants. Time has been allowed for selective table reports to all NCBP Responsiveness, many of them bar leaders in your states. Think about it: attendees. if your server crashed, your building and equipment were destroyed, or your staff incapacitated by a pandemic flu, could you meet your critical 11:00 a.m. – 11:20 a.m. business functions? They have a “five minute table top exercise” to show The Hottest Tips On The Hottest Topics For Bar you that will probe your ability to restore critical business functions. They Leaders will also provide you with resources and information to develop, refine You might have thought that by now in this meeting, you’d have heard and test your disaster plan. Then it’s your turn to talk about whatever all the latest information you’ll need for your bar. Well, hold on — is on your mind: further discussion of disaster preparedness or other you haven’t heard all the hottest information until you experience equally important issues that you want to explore. We will also hear this session. Mike Rubin, with his unique blend of scholarship brief comments from our sponsors, another way we build our sponsor and humor, is back by popular demand with an all-new, fast-paced relationships. So don’t sleep through your alarm; there’s too much to miss! presentation of concepts and ideas you might not have considered and can put to use right now for your bar. You won’t need caffeine to 7:45 a.m. – 8:45 a.m. stay awake during this session! Metropolitan Bar Caucus Executive Committee SPEAKER Meeting Michael Rubin, Baton Rouge, LA, Past President, Louisiana State L405, Lobby Level Bar Association, and Past Member, NCBP Executive Council

9:00 a.m. – 11:30 a.m. 11:20 a.m. – 11:30 a.m. NCBP Plenary Session Final Remarks and Adjourn Marquis Ballroom Salon B, Marquis Level James P. Nolan, Annapolis, MD, President, NCBP, and Past President, Maryland State Bar Association and Anne Arundel County 9:00 a.m. – 9:15 a.m. Bar Association ABA President Speaks Stephen N. Zack, Miami, FL, ABA President and Past President, and the National Conference of Bar Presidents

9:15 a.m. – 9:45 a.m. Enhancing Reputation, Increasing Trust: What Your Bar Can Do to Address Public Dissatisfaction with Lawyers Members of the Atlanta Bar Association Committee on Reputation and Public Trust will discuss innovative projects they have undertaken to meet its committee charge of increasing public trust and confidence in lawyers and in our justice system. They will share insightful perspectives of recent surveys and the

20 2011 NABE NCBP NCBF MIDYEAR MEETING NCBP 2010-2011 Executive Council and Committees

OFFICERS NCBP Committees

President COMMUNICATIONS COMMITTEE James P. Nolan, Annapolis, MD Stuart F. Cubbon, Toledo, OH, Chair Sandra Chapman, Wheeling, WV President-elect Scott F. Cooper, Philadelphia, PA Frederic S. Ury, Fairfield, CT William J. Delaney, Providence, RI Raymond T.“Tom” Elligett Jr., Tampa, FL Treasurer Robert C. Ewald, Louisville, KY Karol Corbin Walker, Newark, NJ Marlene S. Garvis, Lake Elmo, MN C. Dale McClain, Worcester, PA Secretary Lynn Fontaine Newsome, Morristown, NJ Carl D. Smallwood, Columbus, OH Arthur Russ, Buffalo, NY Hon. G. Judson Scott, Danville, CA Immediate Past President Mary T. Torres, Albuquerque, NM DIVERSITY COMMITTEE Vanita M. Banks, Northbrook, IL, Chair Jonathan Cole, Nashville, TN COUNCIL MEMBERS AT LARGE Stuart F. Cubbon, Toledo, OH Virginia Davis, Augusta, ME Terms Expiring 2011 Marcia Eason, Chattanooga, TN

Vanita M. Banks, Northbrook, IL Marlene S. Garvis, Lake Elmo, MN NCBP Stuart F. Cubbon, Toledo, OH Katherine Kelly Howard, Baltimore, MD Marcia Eason, Chattanooga, TN Roland Sanchez Medina, Coral Gables, FL Lanneau Wm. Lambert Jr., Columbia, SC Frank X. Neuner Jr., Lafayette, LA Kathryn Grant Madigan, Binghamton, NY Steven G. Toole, Bellevue, WA

Terms Expiring 2012 FELLOWS AWARD COMMITTEE David E. Crawford Jr., St. Louis, MO Lanneau Wm. Lambert Jr., Columbia, SC, Chair Robert C. Ewald, Louisville, KY Tom Bolt, St. Thomas, VI C. Dale McClain, Worcester, PA Sandra Chapman, Wheeling, WV Frank X. Neuner, Lafayette, LA Mark I. Harrison, Phoenix, AZ Lynn Fontaine Newsome, Morristown, NJ W. Seaborn Jones, Atlanta, GA James B. Sales, Houston, TX Terms Expiring 2013 Marna Tucker, Washington, DC Randall S. Bocock, Hamilton, ON Sandra Chapman, Wheeling, WV FINANCE COMMITTEE Jonathan Cole, Nashville, TN Karol Corbin Walker, Newark, NJ, Chair Scott F. Cooper, Philadelphia, PA Sandra Chapman, Wheeling, WV Virginia Davis, Augusta, ME Scott F. Cooper, Philadelphia, PA David E. Crawford Jr., St. Louis, MO Ex Officio C. Dale McClain, Worcester, PA Stephen N. Zack, Miami, FL James P. Nolan, Annapolis, MD Marc R. Staenberg, Beverly Hills, CA Carl D. Smallwood, Columbus, OH Mary T. Torres, Albuquerque, NM NCBP Liaison Frederic S. Ury, Fairfield, CT Pamela E. Robinson, Chicago, IL Associate Director, ABA Division for Bar Services INVESTMENT COMMITTEE Carl D. Smallwood, Columbus, OH, Chair NCBP Committee Liaison Sandra Chapman, Wheeling, WV Kimberly Vann, Chicago, IL Scott F. Cooper, Philadelphia, PA Communications Coordinator, ABA Division for Bar Services David E. Crawford Jr., St. Louis, MO C. Dale McClain, Worcester, PA NCBP Member Services Coordinator James P. Nolan, Annapolis, MD Chrishelle M. Thomas, Chicago, IL Mary T. Torres, Albuquerque, NM Member Services Coordinator, ABA Division for Bar Services Frederic S. Ury, Fairfield, CT Karol Corbin Walker, Newark, NJ ATLANTA, GEORGIA 21 NCBP 2010-2011 Executive Council and Committees

MEMBERSHIP COMMITTEE Linda A. Klein, Atlanta, GA Lanneau Wm. Lambert Jr., Columbia, SC, Chair Lanneau Wm. Lambert Jr., Columbia, SC Randall S. Bocock, Hamilton, ON Kathryn Grant Madigan, Binghamton, NY Sandra Chapman, Wheeling, WV Frank X. Neuner Jr., Lafayette, LA Scott F. Cooper, Philadelphia, PA Carl D. Smallwood, Columbus, OH David E. Crawford Jr., St. Louis, MO Denise Squillante, Fall River, MA Robert C. Ewald, Louisville, KY Alyce Spruell, Tuscaloosa, AL Katherine Kelly Howard, Baltimore, MD Marc R. Staenberg, Beverly Hills, CA Kathryn Grant Madigan, Binghamton, NY Mary T. Torres, Albuquerque, NM C. Dale McClain, Worcester, PA Karol Corbin Walker, Newark, NJ Jennifer L. Parent, Manchester, NH Roseanne Lucianek, Chicago, IL, Ex Officio Hon. G. Judson Scott, Danville, CA Denise Squillante, Fall River, MA SPONSORSHIP COMMITTEE Randi B. Whitehead, Sarasota, FL Marcia Eason, Chattanooga, TN, Chair Vanita M. Banks, Northbrook, IL PROGRAM COMMITTEE Randall S. Bocock, Hamilton, ON Frederic S. Ury, Fairfield, CT, Chair Jonathan Cole, Nashville, TN Vanita M. Banks, Northbrook, IL Stuart F. Cubbon, Toledo, OH NCBP Jay Blechman, Pittsburgh, PA Virginia E. Davis, Augusta, ME Randall S. Bocock, Hamilton, ON Robert C. Ewald, Louisville, KY Jonathan Cole, Nashville, TN Lanneau Wm. Lambert Jr., Columbia, SC David E. Crawford Jr., St. Louis, MO Kathryn Grant Madigan, Binghamton, NY Eleanor Wm. Dahar, Manchester, NH Frank X. Neuner Jr., Lafayette, LA Virginia E. Davis, Augusta, ME Lynn Fontaine Newsome, Morristown, NJ Marcia Eason, Chattanooga, TN

22 2011 NABE NCBP NCBF MIDYEAR MEETING NCBP ORGANIZATIONAL MEMBERS

(as of January 11, 2011; *Indicates Membership in Metropolitan Bar Caucus)

ALABAMA ILLINOIS Alabama State Bar The Chicago Bar Association* Birmingham Bar Association* DuPage County Bar Association Mobile Bar Association Northwest Suburban Bar Association

ALASKA INDIANA Indiana State Bar Association Indianapolis Bar Association* ARIZONA IOWA Maricopa County Bar Association* The Iowa State Bar Association

ARKANSAS KANSAS Wichita Bar Association CALIFORNIA KENTUCKY Beverly Hills Bar Association*

Monterey County Bar Association Louisville Bar Association* NCBP San Diego County Bar Association* LOUISIANA COLORADO Louisiana State Bar Association Colorado Bar Association Boulder County Bar Association MARYLAND Denver Bar Association* Maryland State Bar Association Baltimore County Bar Association CONNECTICUT Bar Association of Montgomery County, Inc.* Connecticut Bar Association Prince George’s County Bar Association Fairfield County Bar Association, Inc. The Bar Association of Baltimore City Greater Bridgeport Bar Association, Inc. New Haven County Bar Association* MASSACHUSETTS Massachusetts Bar Association DELAWARE Boston Bar Association Delaware State Bar Association Worcester County Bar Association

FLORIDA MICHIGAN The Florida Bar State Bar of Michigan Collier County Bar Association Oakland County Bar Association Hillsborough County Bar Association* The Jacksonville Bar Association* MINNESOTA Minnesota State Bar Association GEORGIA Hennepin County Bar Association* State Bar of Georgia Atlanta Bar Association* MISSISSIPPI The Mississippi Bar HAWAII Capital Area Bar Association (formerly Hinds County Bar) Hawaii State Bar Association MISSOURI IDAHO Idaho State Bar Springfield Metropolitan Bar Association The Bar Association of Metropolitan St. Louis*

ATLANTA, GEORGIA 23 MONTANA PENNSYLVANIA Pennsylvania Bar Association Allegheny County Bar Association* NEBRASKA Dauphin County Bar Association Nebraska State Bar Association Montgomery Bar Association* Omaha Bar Association Northampton County Bar Association Philadelphia Bar Association NEVADA RHODE ISLAND Washoe County Bar Association Rhode Island Bar Association

NEW JERSEY SOUTH CAROLINA New Jersey State Bar Association South Carolina Bar Hudson County Bar Association Richland County Bar Association

NEW YORK SOUTH DAKOTA New York State Bar Association State Bar of South Dakota Bar Association of Erie County* Mercer County Bar Association TENNESSEE Monroe County Bar Association* Tennessee Bar Association Nassau County Bar Association Nashville Bar Association NCBP New York City Bar Association New York County Lawyers’ Association TEXAS Onondaga County Bar Association State Bar of Texas Westchester County Bar Association Dallas Bar Association* El Paso Bar Association NORTH CAROLINA Houston Bar Association* Tarrant County Bar Association* North Carolina Bar Association Greensboro Bar Association, Inc. UTAH Mecklenburg County Bar* Utah State Bar Wake County Bar Association/Tenth Judicial District Bar* VERMONT NORTH DAKOTA Vermont Bar Association State Bar Association of North Dakota VIRGIN ISLANDS OHIO Virgin Islands Bar Association Ohio State Bar Association Akron Bar Association VIRGINIA Cincinnati Bar Association* Cleveland Metropolitan Bar Association Columbus Bar Association* Richmond Bar Association* Dayton Bar Association Roanoke Bar Association Toledo Bar Association* WASHINGTON OKLAHOMA Washington State Bar Association Oklahoma Bar Association Tulsa County Bar Association* WEST VIRGINIA The West Virginia State Bar OREGON Oregon State Bar WISCONSIN

NATIONAL ORGANIZATIONS National Bar Association

24 2011 NABE NCBP NCBF MIDYEAR MEETING NCBP Special Membership Categories (as of 1/11/11)

NCBP Sustaining Life Fellows NCBP Sustaining Fellows Randall Bocock, Hamilton, Ontario, Canada James R. Antoniono, Greensburg, PA Tom Bolt, St. Thomas, VI Gail Vaughn Ashworth, Nashville, TN Robert M. Carlson, Butte, MT Vanita M. Banks, Northbrook, IL Sandra M. Chapman, Wheeling, WV Jay A. Blechman, Pittsburgh, PA John A. Gaberino Jr., Tulsa, OK Leo I. Brisbois, Duluth, MN Herbert S. Garten, Baltimore, MD Jonathan Cole, Nashville, TN Edwin A. Harnden, Portland, OR Robert C. Cone, Greensboro, NC Linda A. Klein, Atlanta, GA J. Vincent Cook, Athens, GA Lanneau Wm. Lambert Jr., Columbia, SC Scott F. Cooper, Philadelphia, PA Frank X. Neuner Jr., Lafayette, LA Douglas A. Copeland, Clayton, MO James P. Nolan, Annapolis, MD Christina Melton Crain, Dallas, TX Steven R. Sorenson, Ripon, WI David E. Crawford Jr., St. Louis, MO Joseph L. Stone, Chicago, IL Stuart F. Cubbon, Toledo, OH Mary T. Torres, Albuquerque, NM Eleanor Wm. Dahar, Manchester, NH Stephen N. Zack, Miami, FL Michael K. Demetrio, Chicago, IL Bernard J. Dimuro, Alexandria, VA NCBP Life Fellows Jesse H. Diner, Fort Lauderdale, FL Laurel G. Bellows, Chicago, IL Robert K. Downs, Chicago, IL Howard C. Coker, Jacksonville, FL Marcia M. Eason, Chattanooga, TN M. Joe Crosthwait Jr., Midwest City, OK Gerald M. Edenfield, Statesboro, GA

Thomas R. Curtin, Morristown, NJ E. Tazewell Ellett, Washington, DC NCBP James W. Durham, Media, PA Raymond T. Elligett Jr., Tampa, FL Raymond N. Stella Erlach, San Francisco, CA A. Harper Estes, Midland, TX Herbert Franks, Marengo, IL Robert C. Ewald, Louisville, KY John W. Frost II, Bartow, FL Larry Feldman Jr., New Orleans, LA Robert T. Gonzales, Baltimore, MD Edward J. Gilliss, Towson, MD Kay H. Hodge, Boston, MA Laurence R. Goldman, Los Angeles, CA David S. Houghton, Omaha, NE Rew Goodenow, Reno, NV W. Stell Huie, Highlands, NC Joe Holland, Iowa City, IA W. Seaborn Jones, Atlanta, GA Barbara J. Howard, Cincinnati, OH William Looney Jr., Boston, MA Barbara Kerr Howe, Towson, MD Thomas Lyons, Providence, RI Roland K. Johnson, Fort Worth, TX Michael W. McKay, Baton Rouge, LA Gary L. Klotz, Indianapolis, IN Scott R. McMillen, Orlando, FL Wm. David Lytle, Pueblo, CO Paul T. Moxley, Salt Lake City, UT Kathryn Grant Madigan, Vestal, NY Paul C. Ney Jr., Nashville, TN C. Dale McClain, Worcester, PA Wm. T. Robinson, III, Florence, KY Martin E. Mohler, Toledo, OH John A. Tarantino, Providence, RI George M. Neal Jr., Birmingham, AL Cooper C. Thurber, Mobile, AL Lynn Fontaine Newsome, Morristown, NJ J. Anthony Vittal, Los Angeles, CA G. Michael Pace Jr., Roanoke, VA Nicholas J. Wallwork, Phoenix, AZ Richard C. Roberts, III, Ridgeland, MS Donna C. Willard-Jones, Anchorage, AK Terrence Russell, Fort Lauderdale, FL Lonnie J. Williams Jr., Phoenix, AZ Dee-Dee Samet, Tucson, AZ Daniel E. Winfree, Fairbanks, AK Roland Sanchez-Medina Jr., Coral Gables, FL Carole Lynch Worthington, Knoxville, TN Michael A. Scafiddi, San Bernardino, CA Robert D. Segall, Montgomery, AL Carl D. Smallwood, Columbus, OH Edwin H. Staples, II, Annapolis, MD Fred W. Suggs Jr., Greenville, SC Frederic S. Ury, Fairfield, CT Karol Corbin Walker, Newark, NJ David W. White Jr., Boston, MA Larry D. Wilks, Springfield, TN Carolyn B. Witherspoon, Little Rock, AR

ATLANTA, GEORGIA 25 NCBP Past Presidents And Fellows Award Recipients

NCBP Past Presidents 1984-1985 *George E. Bushnell Jr., Detroit, MI 1950-1951 *Charles W. Pettingill, Greenwich, CT 1985-1986 William G. Paul, Bartlesville, OK 1951-1952 *Richard P. Tinkham, Hammond, IN 1986-1987 *James R. Crouch, Las Cruces, NM 1952-1953 *Albert E. Jenner Jr., Chicago, IL 1987-1988 W. Stell Huie, Atlanta, GA 1953-1954 *Arthur V. D. Chamberlain, Rochester, NY 1988-1989 Richard William Austin, Chicago, IL 1954-1955 *Archibald M. Mull Jr., Sacramento, CA 1989-1990 John J. Bouma, Phoenix, AZ 1955-1956 *Cecil E. Burney, Corpus Christi, TX 1990-1991 *Samuel Williams, Los Angeles, CA 1956-1957 *Arthur Littleton, Philadelphia, PA 1991-1992 Marna S. Tucker, Washington, DC 1957-1958 *Glenn R. Jack, Oregon City, OR 1992-1993 Charles M. Thompson, Pierre, SD 1958-1959 *Karl C. Williams, Rockford, IL 1993-1994 Jack B. Middleton, Manchester, NH 1959-1960 *Edward G. Knowles, Denver, CO 1994-1995 Bert Z. Tigerman, Beverly Hills, CA 1960-1961 *Joseph A. Ball, Long Beach, CA 1995-1996 Carole L. Worthington, Knoxville, TN 1961-1962 *Earl F. Morris, Columbus, OH 1996-1997 Joseph L. Stone, Chicago, IL 1962-1963 *Walter Allessandroni, Philadelphia, PA 1997-1998 Robert C. Heim, Philadelphia, PA 1963-1964 *Henry J. Te Paske, Orange City, IA 1998-1999 Stephen N. Zack, Miami, FL 1964-1965 *Orison S. Marden, New York, NY 1999-2000 W. Seaborn Jones, Atlanta, GA 1965-1966 *Gerald S. Snyder, Waukegan, IL 2000-2001 Laurel G. Bellows, Chicago, IL 1966-1967 *Theodore Voorhees, Philadelphia, PA 2001-2002 Robert T. Gonzales, Baltimore, MD NCBP 1967-1968 *Paul P. Ashley, Seattle, WA 2002-2003 David S. Houghton, Omaha, NE 1968-1969 *Chesterfield H. Smith, Miami, FL 2003-2004 Paul T. Moxley, Salt Lake City, UT 1969-1970 *Edward K. Pritchard, Charleston, SC 2004-2005 Hon. Douglas S. Lang, Dallas, TX 1970-1971 *W.O. Shafer, Odessa, TX 2005-2006 Lonnie J. Williams Jr., Phoenix, AZ 1971-1972 *Earl Q. Gray, Ardmore, OK 2006-2007 Steven R. Sorenson, Ripon, WI 1972-1973 S. Shepherd Tate, Memphis, TN 2007-2008 Kay H. Hodge, Boston, MA 1973-1974 F. Wm. McCalpin, St. Louis, MO 2008-2009 M. Joe Crosthwait Jr., Midwest City, OK 1974-1975 *Leonard S. Janofsky, Los Angeles, CA 2009-2010 Mary T. Torres, Albuquerque, NM 1975-1976 *Robert M. Landis, Philadelphia, PA * Deceased 1976-1977 *Morris Harrell, Dallas, TX 1977-1978 Mark I. Harrison, Phoenix, AZ NCBP FELLOWS AWARD RECIPIENTS 1978-1979 Wm. Reece Smith, Tampa, FL 2006 Joseph L. Stone, Chicago, IL 1979-1980 *James P. Connelly, Chicago, IL 2007 James B. Sales, Houston, TX 1980-1981 Roger P. Brosnahan, Minneapolis, MN 2008 John L. Carey, Vero Beach, FL 1981-1982 *Robert G. Pugh, Shreveport, LA 2009 Roy A. Hammer, Boston, MA 1982-1983 William H. Gates, Seattle, WA 2010 Mark I. Harrison, Phoenix, AZ 1983-1984 Joseph M. Nolan, Newark, NJ 2011 Herbert S. Garten, Baltimore, MD

26 2011 NABE NCBP NCBF MIDYEAR MEETING METROPOLITAN BAR CAUCUS

The Metropolitan Bar Caucus (MBC) is a sub-group of the National MBC Past Presidents Conference of Bar Presidents (NCBP) that seeks to address the 1979-1981 Jerome Bogutz, Philadelphia, PA interests and the concerns of major metropolitan bar associations 1981-1982 George M. Burditt, Chicago, IL throughout the United States. Established in 1979 as the National 1982-1983 Richard M. Coleman, Los Angeles, CA Caucus of Metropolitan Bar Leaders, the organization became the 1983-1984 John J. Curtin Jr., Boston, MA Metropolitan Bar Caucus in 1993. At annual and midyear meetings 1984-1985 Herbert J. Belgrad, Baltimore, MD held in conjunction with the ABA and the NCBP, the MBC presents 1985-1986 Neal R. Sonnett, Miami, FL programs exploring a variety of topics including pro bono activities, 1986-1987 Sandra Schermerhorn, Kansas City, MO diversity, membership, financial issues facing metropolitan bars, 1987-1988 Thomas Z. Hayward, Chicago, IL community involvement and recruitment of young lawyers to join 1988-1989 Robert H. Rydland, Minneapolis, MN and participate in metropolitan bars. 1989-1990 David E. Rideout, Boston, MA 1990-1991 Nancy P. Gibbs, Seattle, WA 1991-1992 W. Seaborn Jones, Atlanta, GA OFFICERS 1992-1993 James C. Wirken, Kansas City, MO 1993-1994 Laurel G. Bellows, Chicago, IL President 1994-1995 Hon. Douglas S. Lang, Dallas, TX Marc R. Staenberg, Beverly Hills, CA 1995-1996 Hon. Rebecca A. Albrecht, Phoenix, AZ 1996-1997 John P. Driscoll Jr., Boston, MA* President-elect 1997-1998 Mark H. Tuohey III, Washington, DC Jay A. Blechman, Pittsburgh, PA 1998-1999 Paul M. Hassett, Buffalo, NY

1999-2000 Alison L. Asti, Balitmore, MD NCBP Secretary/Treasurer 2000-2001 Ralph C. “Red Dog” Jones, Dallas, TX Allen W. Kimbrough, Phoenix, AZ 2001-2002 Stephen E. Chappelear, Columbus, OH 2002-2003 David M. Schraver, Rochester, NY 2003-2004 Seth D. Kirschenbaum, Atlanta, GA MEMBERS-AT-LARGE 2004-2005 Carl D. Smallwood, Columbus, OH 2005-2006 Amy Dunn Taylor, Houston, TX Terms Expiring 2011 2006-2007 Timothy O’Mara, Williamsville, NY Christina Melton Crain, Dallas, TX 2007-2008 David A. Blaner, Pittsburgh, PA Jane L. Dalton, Philadelphia, PA 2008-2009 Gary L. Klotz, Indianapolis, IN Marlene Garvis, Lake Elmo, MN 2009-2010 Rae Jean McCall, Kansas City, MO Trudy Levindofske, Newport Beach, CA *Deceased Ellen Miller Sharp, San Diego, CA Thomas G. Smith, Rochester, NY

Terms Expiring 2012 David E. Crawford Jr., St. Louis, MO John F. Kautzman, Indianapolis, IN Cynthia F. Pasternak, Los Angeles, CA Connie Pruitt, Tampa, FL Nancy Roberson, Charlotte, NC

MBC Staff Liaison Kimberly Vann, Chicago, IL

MBC Administration Chrishelle M. Thomas, Chicago, IL

ATLANTA, GEORGIA 27 NCBF 2011 Midyear Meeting

7:45 a.m. – 9:00 a.m. THURSDAY, FEBRUARY 10, 2011 Breakfast and Welcome Please join us early as we help you meet your colleagues – first-timers as well as many-timers! Find the bar foundation tables and get to 7:00 a.m. – 5:30 p.m. know fellow bar leaders. First-time attendees will be joining their NABE/NCBP/NCBF Joint Registration experienced bar leader mentors, so be sure to welcome them. At 8:45 Registration Desk 1, Marquis Level a.m., NCBP President Nolan will begin the meeting, introducing his (Registration will be closed for lunch from 12:30 p.m. to 1:30 p.m.) fellow organization colleagues and our host city/state bar presidents. We will remain in the ballroom for the plenary and the roundtable 12:00 P.M. – 5:00 p.m. discussions that follow. Breakfast tickets will be collected at the door NCBF Board of Trustees Meeting so don’t leave your room without yours. M102, Marquis Level James P. Nolan, Annapolis, MD, President, National Conference of Bar Presidents 4:00 p.m. – 5:30 p.m. Carolyn Witt, New Haven, CT, President, National Association of ABA Legislative and Governmental Advocacy Bar Executives Update Thomas R. Tinder, Charleston, WV, President, National Conference M301, Marquis Level of Bar Foundations Learn about the hot law-related issues to be debated in Congress S. Lester Tate, III, Cartersville, GA, President, State Bar of Georgia in the coming months and how your bar association can make a Michael B. Terry, Atlanta, GA, President, Atlanta Bar Association difference. Produced by the ABA Office of Governmental Affairs and 9:00 a.m. – 10:50 a.m. Cosponsored by the National Conference of Bar Presidents, Plenary Session National Association of Bar Executives, ABA Section Officers Conference, ABA Young Lawyers Division and the ABA Standing 9:00 a.m. – 9:30 a.m. Committee on Legal Aid and Indigent Defendants A Transforming Profession and Challenges to Bar Associations 7:00 p.m. – 9:00 p.m. The recession one day will end, but the world of lawyers will never NCBF Thursday Night Dinner again be the way it was. The legal profession has been changing Rathbun’s, 112 Krog Street, Atlanta, (404) 524-8280 for some time, but the recession has speeded the process and made Don’t miss out on another lively evening of great food and great it more visible. Professor Tom Morgan, author of The Vanishing conversation with your bar foundation colleagues. Gather at American Lawyer (Oxford Press 2010), will help us begin thinking Atlanta’s award-winning Rathbun’s, noted for its innovative cuisine about the changes lawyers face and how we as bar leaders can help and service, and whose chef and owner, Kevin Rathbun, has battled our members deal with them. Following Professor Morgan’s remarks, (and beaten!) celebrity chef Bobby Flay on ”Iron Chef America.” The assigned facilitators at each table will lead the discussion as we share restaurant is about a 10-minute cab ride from downtown hotels. our experiences and consider what actions we need to take. Some of Ticket required. the workshops throughout the day will continue to focus on how bar

NCBF associations can assist their members in adapting to changes in the practice and reinforce the value of bar association membership. MODERATOR FRIDAY, FEBRUARY 11, 2011 Frederic S. Ury, Fairfield, CT, Past President, Connecticut Bar Association, NCBP President-elect, and Member, ABA Commission on Ethics 20/20 6:45 a.m. – 5:00 p.m. SPEAKER NABE/NCBP/NCBF Joint Registration Thomas Morgan, Washington, DC, Oppenheim Professor of Registration Desk 1, Marquis Level Antitrust and Trade Regulation Law, George Washington University (Registration will be closed for lunch from 12:40 p.m. – 1:40 p.m.) Law School

7:45 a.m. – 10:50 a.m. 9:30 a.m. – 10:50 a.m. Breakfast and Joint Meeting of the National Roundtable Discussions and Reporting Back Conference of Bar Presidents, the National Remain at your selected table to share with your colleagues your bar Association of Bar Executives and the National foundation’s efforts at anticipating how a changing profession impacts Conference of Bar Foundations your organization. A representative sample of tables will report back Marquis Ballroom Salon B, Marquis Level to the group; Professor Morgan will be available for questions and comments during the reporting period.

28 2011 NABE NCBP NCBF MIDYEAR MEETING 10:50 a.m. – 11:15 a.m. 2:15 p.m. – 3:15 p.m. NCBP Sponsor Appreciation and Networking Second Session of Joint Concurrent Workshops Break For Sessions 1B – 4B, please see NCBP section of this program Marquis Ballroom Salon A, Marquis Level booklet. Take this opportunity to refill your coffee cup and learn about the products and services offered by our generous sponsors. Joint Workshop 5B –Setting the Rules for Board Participation – Governance and Expectations: Truth in Advertising 11:15 a.m. – 11:25 a.m. M304, Marquis Level Transfer What should a prospective board member know about his/her responsibilities before saying “I do”? This session will help define 11:25 a.m. – 12:25 p.m. board members’ roles and expectations, and your responsibility to First Session of Joint Concurrent Workshops communicate that information. Educating potential board members For workshops 1A - 4A, please see NCBP section of this program in advance helps ensure their commitment to the board’s mission and booklet. work. PRESENTER Joint Workshop 5A – Bar Association/Bar Foundation Kim McKelvey, Missoula, MT, Director, ALPS Foundation Services Relationships Produced by the National Conference of Bar Foundations M304, Marquis Level Continuing the conversations from the San Francisco meeting, our 3:30 p.m. – 4:30 p.m. experienced bar association and bar foundation leaders will discuss Best Practices Roundtable Discussions several issues, including identifying similar goals, changing the way M304, Marquis Level associations think about their foundations, and communicating the We are narrowing our focus today to cover two topics: annual supportive roles each organization plays in the legal community. campaigns and sources of revenue; and the use of Facebook, pros and MODERATOR cons and lessons learned. Each topic of focus will be led with brief Robert E. Craghead, Springfield, IL, Executive Director, Illinois remarks by a foundation member, followed by discussion. Please State Bar Association bring any related collateral to share with the group. PANELISTS COPRODUCERS: Leslie Barineau, Birmingham, AL, Immediate Past President, Renee DeMoss, Tulsa, OK, Past President, Oklahoma Bar Birmingham Bar Foundation Foundation, and NCBF Secretary Elizabeth Lynch, Boston, MA, Executive Director, Massachusetts Rene McPhedran, Cincinnati, OH, Executive Director, Cincinnati Bar Foundation Bar Foundation Jeannine McCoy, Concord, NH, Executive Director, New Hampshire Bar Association 5:30 p.m. – 7:30 p.m. Leonard Pataki, Tulsa, OK, President, Tulsa County Bar NCBP/NABE/NCBF Joint Reception Foundation, and Past President, Tulsa County Bar Association Imperial Ballroom B, Marquis Level Coproduced by the National Conference of Bar Foundations and Enjoy the company of your fellow bar leaders at this casual event the National Association of Bar Executives featuring light hors d’oeuvres and cocktails. Reception included in the registration fee of NCBP registrants and NABE joint meeting 12:30 p.m. – 1:40 p.m. registrants. Others may purchase tickets in advance for $80 at the NCBP/NABE/NCBF Joint Awards Luncheon NABE/NCBP/NCBF Registration Desk. Marquis Ballroom Salon B, Marquis Level Sponsored by LexisNexis/Martindale-Hubbell

The Joint Awards Luncheon will feature presentations to individuals, NCBF bar associations and other law-related entities for their work in support of the organized bar, the profession and the public. The awards presented will be the NCBP Fellows Award, the ABA Outstanding Law Day Awards, the ABA Judge Edward R. Finch Law Day Speech Award, and the ABA Louis M. Brown Awards.

1:40 p.m. – 2:05 p.m. NCBP Sponsor Appreciation and Networking Break Marquis Ballroom Salon A, Marquis Level Satisfy that sweet tooth and take some time to visit with our generous sponsors over dessert. As their contributions help reduce your meeting costs, their services may also save you time and money in your practice and for your bar association. This is an investment you’ll want to make. All luncheon guests are invited to participate.

ATLANTA, GEORGIA 29 SATURDAY, FEBRUARY 12, 2011 David Blaner, Pittsburgh, PA, Executive Director, Allegheny County Bar Association Andrea Stone, Austin, TX, Executive Director, Texas Bar 8:00 a.m. – 11:30 a.m. Foundation NABE/NCBP/NCBF Joint Registration Registration Desk 1, Marquis Level 10:10 a.m. – 11:30 a.m. Starting and Growing a Planned Giving NCBF Breakfast, Membership Meeting and Program Plenary Session This program will serve as a primer on planned giving M301, Marquis Level programming for bar foundations, and inspire you to start a planned giving program when you return home! Among the 8:00 a.m. – 9:00 a.m. topics that will be covered during the session are: NCBF Breakfast and Membership Meeting • How to implement a basic planned giving plan tailored to lawyers 9:00 a.m. – 11:30 a.m. • Marketing the plan NCBF Plenary Session • Legal issues to take into consideration • Sample gift policies 9:00 a.m. – 10:00 a.m. • How to identify individuals who might give a planned gift Planning the Before and After of a Successful PANELISTS Endowment Campaign Donna G. Barwick, J.D., CFP, Atlanta, GA, Senior Fiduciary Our speakers will provide practical advice on how to structure a Officer, Wilmington Trust campaign and what you need to have in place once the pledges J. Olen Earl, J.D., CFP, Atlanta, GA, Director of Gift Planning, and the checks start coming in, including the policies and Community Foundation for Greater Atlanta procedures for operation. Our presenters have experience on their side, and will share with you their tips for success. 11:30 a.m. SPEAKERS Adjourn NCBF 2010-2011 Board, Past Presidents, Trustees Emeritus and Award NCBF

30 2011 NABE NCBP NCBF MIDYEAR MEETING Recipients

President 1993-1994 Jane E. Curran, Orlando, FL Thomas R. Tinder 1994-1995 Michael P. Gunn, Ballwin, MO Executive Director, West Virginia Bar Foundation 1995-1996 Hon. Robert H. Oliver, Fresno, CA 1996-1997 Jerry Lastelick, Dallas, TX President-Elect 1997-1998 Marion Smithberger, Columbus, OH Stephen E. Chappelear 1998-1999 *Kathleen Schoene, St. Louis, MO Past President, Ohio State Bar Foundation 1999-2000 Charles Thone, Lincoln, NE 2000-2001 Dorothy M. Tucker, Ph.D., Los Angeles, CA Secretary 2001-2002 Anne R. Yeakel, Austin, TX Renee DeMoss 2002-2003 Dee Miller Siegel, Encino, CA Past President, Oklahoma Bar Foundation 2003-2004 Linda L. Thompson Kohli, Columbus, OH 2004-2005 Jerome J. Shestack, Philadelphia, PA Treasurer 2005-2007 Bob Glaves, Chicago, IL Courtney Ward-Reichard 2007-2008 Pauline Gee, Sacramento, CA Past President, Hennepin County Bar Foundation 2008-2009 Briana Wagner, San Diego, CA 2009-2010 Christine Hayes Hickey, Indianapolis, IN Immediate Past President *Deceased Christine Hickey Immediate Past President, Indianapolis Bar Foundation NCBF Trustees Emeritus *Howard Braverman, Springfield, IL Trustees Alexander D. Forger, New York, NY Lorrie Albert Rodney H. Grove, Evansville, IN Foundation Director, Allegheny County Bar Foundation Herndon P. Jeffreys Jr., Richmond, VA Sandra Cousins Jerry Lastelick, Dallas, TX Executive Director, Tulsa County Bar Foundation William A. Martin, North Little Rock, AR David Gee Merrily Munther, Boise, ID Director of Development, Chicago Bar Foundation *Colonel C.E. Ransick, Little Rock, AR Sally Hogsette Maurice Reuler, Denver, CO Executive Director, Atlanta Bar Foundation *Gordon Sinykin, Madison, WI Elizabeth Lynch *William R. Van Aken, Cleveland, OH Executive Director, Massachusetts Bar Foundation *Deceased Amy Sings in the Timber Executive Director, Montana Justice Foundation NCBF Award for Bar Foundation NCBF Liaison Excellence Recipients Roseanne Lucianek 1999 Kansas City Bar Foundation Director, ABA Division for Bar Services 2000 Arizona Bar Foundation 2001 Orange County Bar Foundation

NCBF Administration 2002 New Jersey State Bar Foundation NCBF Chrishelle Thomas 2003 Ohio State Bar Foundation Member Services Coordinator, ABA Division for Bar Services 2004 South Carolina Bar Foundation 2005 Ohio State Bar Foundation 2006 Allegheny County Bar Foundation NCBF Past Presidents 2007 Cincinnati Bar Foundation 1977-1979 *William R. Van Aken, Cleveland, OH 2008 South Carolina Bar Foundation 1979-1981 Thomas G. Gonser, Chicago, IL 2009 North Carolina Bar Association Foundation, Inc. 1981-1983 Herndon P. Jeffreys Jr., Richmond VA 2010 Springfield Metropolitan Bar Foundation 1983-1985 *Gordon Sinykin, Madison, WI 1985-1987 Rodney H. Grove, Evansville, IN 1987-1988 *C. Harker Rhodes Jr., Chicago, IL NCBF/ALPS Foundation Services 1988-1989 Donna C. Willard, Anchorage, AK Award for Innovations in 1989-1990 Jack B. Middleton, Manchester, VT Fundraising Recipients 1990-1991 Merrily Munther, Boise, ID 2008 Foundation of the Monroe County Bar (NY) 1991-1992 Howard Karman, Casa Grande, AZ 2009 Cincinnati Bar Foundation (OH) 1992-1993 *Dermot S. McGlinchey, New Orleans, LA

ATLANTA, GEORGIA 31 ABA DIVISION FOR BAR SERVICES

ABA Division for Bar Services Karyn S. Linn Leticia D. Spencer Haley Swilling 321 N. Clark, Ste. 2000 Staff Director, Program Specialist Member Services Coordinator Chicago, IL, 60654-7598 Field Service Program (312) 988-5347 (312) 988-6008 (312) 988-5343 (312) 988-5350 [email protected] [email protected] fax: (312) 988-5492 [email protected] [email protected] Tondanisha M. Nevels Chrishelle M. Thomas www.abanet.org/barserv Molly Kilmer Flood Finance and Business Member Services Coordinator Information Coordinator Administrator (312) 988-5353 Roseanne Lucianek (312) 988-5362 (312) 988-5360 Chrishelle.Thomas@americanbar. Division Director [email protected] Tondanisha.Nevels@americanbar. org (312) 988-5344 org [email protected] Jennifer Lewin Erin Wellin Field Service Representative Kimberly Vann Program Assistant Elizabeth M. Derrico (312) 988-5361 Communications Coordinator (312) 988-5343 Associate Director [email protected] (312) 988-5364 [email protected] (312) 988-5346 [email protected] [email protected] Joanne M. O’Reilly Staff Director, Michael Ward Pamela E. Robinson Publications and Marketing Research Specialist Associate Director (312) 988-5348 (312) 988-5356 (312) 988-5345 [email protected] [email protected] [email protected]

SAVE THE DATE

2011 Annual 2012 Annual 2013 Annual Toronto, Ontario, Chicago, IL San Francisco, CA Canada NABE NABE NABE July 31-August 2, 2012 August 6-8, 2013 August 2-4, 2011 NCBP NCBP NCBP August 2-4, 2012 August 8-10, 2013 August 4-6, 2011 NCBF NCBF NCBF August 2-4, 2012 August 8-10, 2013 August 4-6, 2011

2012 Midyear 2013 Midyear 2014 Midyear New Orleans, LA Dallas, TX Chicago, IL

NABE NABE NABE January 31-February 2, 2012 February 5-7, 2013 February 4-6, 2014

NCBP NCBP NCBP February 2-4, 2012 February 7-9, 2013 February 6-8, 2014

NCBF NCBF NCBF February 2-4, 2012 February 7-9, 2013 February 6-8, 2014

32 2011 NABE NCBP NCBF MIDYEAR MEETING