NABE | NCBP | NCBF NEW YORK 2017 AUGUST 8–12, 2017 Sheraton Times Square NEW YORK STATE BAR ASSOCIATION Welcomes NABE, NCBP and NCBF to the Big Apple NEW YORK STATE BAR ASSOCIATION Dear Bar and Foundation Leaders, Welcome to New York City! We know your time here will be well spent, whether at- tending the meeting of the National Association of Bar Executives (NABE), August 8-10, the National Conference of Bar Presidents (NCBP), August 10-12, or the Na- Welcomes tional Conference of Bar Foundations (NCBF), August 10-12—or all three! We’re glad to welcome you to the world class city that is New York. Whether it’s New York’s superb museums, restaurants, shopping or sites, New York is the place to be! NABE, NCBP and NCBF It’s also a superb place for bar association and foundation leaders to gather to share ideas and learn from each other, network, and attend the informative program ses- sions scheduled for this year’s Annual Meeting. This booklet is designed to be your to the Big Apple guide to the meetings, and includes descriptions of all three groups’ programming and events. We also want to take this opportunity to thank the individuals who made this meet- ing possible. Please join us in extending our appreciation to our program sponsors by visiting them during the meeting sponsor breaks to explore their products and services. We also thank the NABE, NCBP, NCBF and MBC program committees and boards for their efforts to make the Annual Meeting a success. Finally, thank you for your attendance. We hope you enjoy all that New York has to offer! Robert E. Craghead Jonathan Cole Lorrie K. Albert NABE PRESIDENT NCBP PRESIDENT NCBF PRESIDENT NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 1 TABLE OF CONTENTS Unless otherwise noted below, sessions and events will take place at the Sheraton New York Times Square, 811 7th Avenue, New York, NY, 10019, 212-581-1000. NABE/NCBP/NCBF Officers’ Greeting ...1 Third Set of Concurrent Track Annual Meeting At-A-Glance ...........4 Sessions...........................14 NABE Luncheon and Business NABE . 7. Meeting...........................15 NABE Program Committee Meeting ....15 NABE Sponsors .......................7 NABE Board of Directors, ABA House NABE Board of Directors Meeting .......9 Delegate and Program Committee ....16 NABE Communications Section NABE Committee, Forum and Section Executive Council Meeting ...........9 Leadership ........................18 NABE Orientation for First-time NABE Past Presidents.................20 Attendees ..........................9 NABE Award Recipients...............22 NABE Welcome Reception .............9 NABE Welcome Breakfast ..............9 NCBP . 24 Opening Plenary Session— Creating Transformational Change— NCBP Sponsors ......................24 How to Make Innovative Ideas NCBP Finance & Investment Spread ............................10 Committee Meeting ................26 NABE Chat Circles ...................10 NCBP Sponsorship Committee Sponsor Networking Break ............11 Meeting...........................26 First Set of Concurrent Track Sessions...11 NCBP Membership Committee Meeting...........................26 General Lunch .......................12 NCBP Diversity & Inclusion Lunch and Discussion for Associate, Committee Meeting ................26 Assistant and Deputy Executive Directors ..........................12 NCBP Communications Committee Meeting...........................26 Second Set of Concurrent Track Sessions...........................12 NCBP Program Committee Meeting ....26 Sponsor Networking Break ............13 NCBP Executive Council Meeting ......26 Plenary Session—TED Talks & MBC Executive Committee Meeting ....26 Round-table Discussions ............13 1st Timers Orientation ................26 Wednesday Night Party ...............13 Diversity Gathering...................26 General Breakfast ....................14 NCBP and ABA Center for Administration & Finance Section Innovation Joint Plenary Session: Breakfast ..........................14 Just Debt? Reimagining Fines & Fees in America ....................27 Communication Section Breakfast......14 NCBP Welcome Reception ............27 Plenary Session—In the Case of HR, Prevention is Better Than Cure .......14 NCBP Executive Council and Council Alumni Dinner (Private Event).......27 Sponsor Networking Break ............14 MBC Executive Committee Dinner (Private Event) .....................27 2 2017 NABE NCBP NCBF ANNUAL MEETING NEW YORK CITY Pre-Meeting Session— NCBP Welcome Reception ............46 Mindfulness Matters ................27 NCBF Dinner (ticket required).........46 NCBP Nominating Committee Welcome and Introductions ...........47 Meeting...........................28 Friday Morning Plenary— Welcome and Introductions ...........28 Bar Be Nimble. Bar Be Quick. Friday Morning Plenary— Is Advocating in Our Bailiwick? ......47 Bar Be Nimble. Bar Be Quick. Sponsorship Break....................47 Is Advocating in Our Bailiwick? ......28 Workshop Session 5A .................47 Sponsorship Break....................28 NCBP/NABE/NCBF Joint Luncheon First Set of Joint Concurrent and Awards Program ...............48 Workshops ........................29 Sponsorship Dessert Break ............48 NCBP/NABE/NCBF Joint Luncheon and Awards Program ...............30 Workshop Session 5B .................48 Sponsorship Dessert Break ............31 Plenary Session: Better Practices for Your Board: How to Succeed by Second Set of Joint Concurrent Really Trying ......................48 Workshops ........................31 NCBF Hospitality (BYOB).............49 Diversity Forum—Gender Bias— Why it Matters and How to Breakfast and NCBF Membership Approach it........................33 Meeting...........................49 Roundtables .........................33 2017 NCBF Partnerships for Success Awards ...........................49 NCBP Breakfast, ABA President-elect Speaks, NCBP Nominating Roundtable Discussions: Committee Report..................33 Let’s Talk Money!...................49 Saturday Morning Plenary— NCBF Plenary—“Brag and Share” ......50 Bars as Conveners: Continuing Wrap up Feedback....................50 the Conversation on Bars NCBF New Board of Trustees Meeting . 50 Building Bridges ...................34 NCBF 2015–2016 Board Members......51 Installation of New NCBP President ....34 NCBF Past Presidents, Trustees Emeritus NCBP New Board Orientation .........34 and Award Recipients ...............52 NCBP 2016–2017 Executive Council and Committees....................35 NCBP Organizational Members ........38 NCBP Special Membership ABA Division For Bar Services Staff.....54 Categories.........................40 NCBP Award Information .............55 NCBP Past Presidents and Award Recipients...................42 Hotel Floor Map .....................57 Metropolitan Bar Caucus Executive NABE/NCBP/NCBF Future Committee and Past Presidents.......44 Meeting Dates .....................58 NCBF . 46. NCBF Board of Directors Meeting ......46 NCBP and ABA Center for Innovation Joint Plenary Session: Just Debt? Reimagining Fines & Fees in America ....................46 NEW YORK CITY 2017 NABE NCBP NCBF ANNUAL MEETING 3 TUESDAY THURSDAY AUGUST 8, 2017 AUGUST 10, 2017 NABE NABE NCBP 10:00 A.M.–2:30 P.M. 3:30 P.M.–5:00 P.M. 4:00 P.M.–5:00 P.M. 8:00 A.M.–7:00 P.M. 7:15 A.M.–8:15 A.M. NABE Board of NABE NABE Orientation for NABE/NCBP/NCBF NCBP Finance Directors Meetings Communications First-timers Joint Registration & Investment Executive Boardroom, Section Executive Bowery, Lower Level Metropolitan Foyer Committee Meeting Lower Level Council Meeting West, 2nd Floor Liberty Suite 1/2, Madison Square, 5:00 P.M.–6:00 P.M. Registration will be 3rd Floor 2:30 P.M.–5:30 P.M. NABE Welcome At-A-Glance Lower Level closed for lunch NABE/NCBP/NCBF Reception Honoring 7:15 A.M.–8:00 A.M. 12:00 P.M.–1:00 P.M. Joint Registration NABE President NCBP Sponsorship Metropolitan Foyer Robert E. Craghead 8:15 A.M.–9:15 A.M. Committee Meeting West, 2nd Floor Lenox Ballroom, NABE Section Madison Suite 2, 2nd Floor Meetings 5th Floor Communications Section 8:00 A.M.–7:00 P.M. NABE/NCBP/NCBF Riverside Suite, WEDNESDAY Registration AUGUST 9, 2017 3rd Floor Administration & Metropolitan West NABE Finance Section Foyer, 2nd Floor Liberty Suite 3, Registration will 7:00 A.M.–4:30 P.M. 11:10 A.M.–11:40 A.M. 2:40 P.M.–3:10 P.M. 3rd Floor be closed from NABE/NCBP/NCBF Sponsor Sponsor 12:00 p.m.–1:00 p.m. Joint Registration Networking Break Networking Break 9:15 A.M.–9:30 A.M. Metropolitan Foyer Central Park East/ Central Park East/ Transfer Break 8:00 A.M.–9:00 A.M. West, 2nd Floor West, 2nd Floor West, 2nd Floor NCBP Membership Registration will be 9:30 A.M.–10:30 A.M. Committee Meeting 11:40 A.M.–12:40 P.M. 3:10 P.M.–4:10 P.M. closed for lunch Plenary Session— Madison Suite 2, Concurrent Track Plenary Session— In the Case of HR, 5th Floor 12:40 P.M.–1:40 P.M. Sessions TED Talks & Prevention is Better 9:00 A.M.–10:00 A.M. 7:30 A.M.–9:00 A.M. Track 1A Roundtable Than Cure NCBP Diversity & NABE Welcome Empire Ballroom Discussions Metropolitan Inclusion Committee Breakfast East, 2nd Floor Metropolitan Ballroom West, Meeting Metropolitan Track 1B Ballroom West, 2nd Floor Ballroom West, Empire Ballroom 2nd Floor Madison Suite 1, 2nd Floor West, 2nd Floor 10:30 A.M.–11:00 A.M. 5th Floor 6:15 P.M.–7:45 P.M. Sponsor Track 1C 10:00 A.M.–11:00 A.M. 9:00 A.M.–10:00 A.M. Wednesday Night Networking Break New York Ballroom NCBP Plenary Session— Party Central Park East/ West, 3rd Floor Communications Creating New York City Bar, West,