August 6 (Wed) | August 7 (Thurs) | August 8 (Fri)
 
Download Complete Annual Meeting Program (.pdf)

8:30 a.m - 9:15 a.m.
Welcome to San Francisco, Introductions and Announcements
Golden Gate Salon B, B2 Level

Thomas R. Tinder, Charleston, WV, president, NABE
Judy Johnson, San Francisco, CA, executive director, The State Bar of California
Martha Whetstone, San Francisco, CA, executive director, Bar Association of San Francisco

Introduction of First-time Attendees

Terry Scheid, Albany, NY, chair, NABE Membership Committee

9:15 a.m. - 10:15 a.m.
NABE Plenary Session: Inspiring Others to Succeed
Golden Gate Salon B, B2 Level

In a world of busy schedules, e-mails, phone calls and meetings, many ask the question, "How do I find time to lead effectively?"
This session will allow participants to learn some key leadership characteristics, explore via instrumentation their individual familiarity with those characteristics, and create action plans to take back to their work environments that will enable both intra- and interpersonal change. Be open to learning, reflecting and applying.

Stuart Shepley, Martinsville, IN, associate director of Bradford Woods Outdoor Leadership Center

Shepley bio (pdf) | Handout (pdf) | Handout (xls)

10:15 a.m. - 10:45 a.m.
Introduction to Risk Management
Golden Gate Salon B, B2 Level

As an association executive, you are responsible for the management of the affairs of the association. A large part of this responsibility is to steer the organization through today's risk-laden environment with maximum protection, minimum danger and quick and effective corrective action when the inevitable collision with trouble occurs. James Seely of Association Legal Services in San Francisco will draw on his 20-plus years of experience providing legal services to trade and professional associations to remind us of our responsibilities while guiding (and protecting) a "risky business."

James Seely, San Francisco, CA, senior attorney, Association Legal Services

Seely bio (pdf) | Handout (pdf)

First Set of NABE Concurrent Track Programs

11:15 a.m. - 12:15 p.m.
Risk Checklist for Managers: What to Review, Update and Calendar
Golden Gate Salon C1, B2 Level

D. Rusty Denton, Indianapolis, IN, partner with Bingham McHale, LLP, and former counsel to the Indianapolis Bar Association Board

Handout 1 (pdf) | Handout 2 (ppt)

Policy Pointers for Executive Directors: A Policy Primer for Enhancing Your LRIS Operations.
Golden Gate Salon C2, B2 Level

Helen Druce, Syracuse, NY, executive director, Onondaga County Bar Association
Sherry King, St, Louis, MO, assistant executive director, Bar Association of Metropolitan St. Louis
Marion Smithberger, Columbus, OH, assistant executive director, Columbus Bar Association
Carol Woods, San Francisco, CA, LRIS director, Bar Association of San Francisco

Druce bio (pdf) | Woods bio (pdf) | King bio (pdf)
Smithberger bio (pdf)
Handout 1 (pdf) | Handout 2 (pdf) | Handout 3 (pdf)

60 Legal PC Tips, Gadgets and 'Net Sites in 60 Minutes
Golden Gate Salon C3, B2 Level

Ross Kodner, Milwaukee, WI, founder and president of MicroLaw and an award-winning technology consultant

Kodner bio (pdf) | Handout 1 (pdf)
Handout 2 (pdf) | Handout 3 (pdf) | Handout 4 (pdf)

1:45 p.m. - 2:45 p.m.
NABE Plenary Session:

The Paper LESS Office 2002: Taming the Paper Monster
Golden Gate Salon B, B2 Level

A fresh update of one of the most popular legal technology programs of all time! Based on the ground-breaking "in the trenches" experience of nationally known legal technology consultant and attorney Ross Kodner with his own consulting clients. This has been one of the hottest topics across the nation! Ross will show you how to reduce the time association executives waste looking for paper files by using a low-cost "scan everything" approach that stores externally-received documents with internally-generated work product. This process will show you how to make all your files contiguous and fully electronic. We don't throw away the paper--this is NOT the paperless office. We just don't need to pull hard copy from our paper files nearly as often, reducing the number of times we have to physically touch a piece of paper.
The bottom line is clear-cut: recover lost bills, increase profits, achieve faster client response time, and, oh…no more lost documents!

Ross Kodner, Milwaukee, WI, founder and president of MicroLaw and an award-winning technology consultant

Handout 1 (pdf) | Handout 2 (pdf) | Handout 3 (pdf)

Second Set of NABE Concurrent Track Programs

3:00 p.m. - 4:00 p.m.
Protecting Your Assets
Golden Gate Salon C1, B2 Level

Jim Seely, San Francisco, CA, senior attorney, Association Legal Services
Susan Waters, CAE, San Francisco, CA, chief executive officer for California Society of Certified Public Accountants and former executive director of the Massachusetts Bar Association

Seely & Waters bio (pdf)
Handout 1(pdf) | Handout 2 (pdf) | Handout 3 (pdf)

Meeting Planning for Non-Meeting Planners
Golden Gate Salon C2, B2 Level

Denice DeStefano, Concord, NH, assistant executive director, New Hampshire Bar Association
Audrey Mathias, Indianapolis, IN, program director, Indianapolis Bar Association

DeStefano bio (pdf)| Mathias bio (pdf)
Intro (pdf) | Handout 1 (pdf) | Site checklist (pdf) | Site capacity (pdf)
Speaker's Guide (pdf) | Bio forms (pdf) | AV checklist (pdf)
"To Do" list (pdf) | NHBA contract (pdf) | CBA contract (pdf)

Governmental Relations & Communications: Working Together to Achieve Results
Golden Gate Salon C3, B2 Level

Chris Blake, New Britain, CT, communications director, Connecticut Bar Association
Dan Cirucci, Philadelphia, PA, assistant executive director, Philadelphia Bar Association
Ronald Kennedy, Albany, NY, associate director of government relations, New York State Bar Association
Bill Weisenberg, Columbus, OH, assistant executive director, Ohio State Bar Association

Blake bio (pdf) | Weisenberg bio (pdf) | Handout (pdf)

Thursday, August 7

8:45 a.m. - 10:15 a.m.
Golden Gate Salon B, B2 Level
NABE Plenary Session: Association Branding: Why Branding Matters and What To Do About It

The good news: virtually every person in America belongs to an association. The bad news: virtually every person in America belongs to an association.
During tough economic times, people become very selective in what associations they decide to invest time and money in. The key is to build a brand that provides an overwhelmingly positive level of perceived value. Your association must be seen as so valuable that your target audience feels they have to be a part of it. In this fast-paced and highly interactive session, we will examine why brands matter, how brands are built and, most importantly, how you can build the most effective brand for your particular association. Your brand represents the value that people think they get from being part of your association or think they would get if they did join your association. This session provides a very practical approach to building the brand you want.

Dan Coughlin, St. Louis, MO, president of The Coughlin Company, Inc., corporate advisor and teacher

Coughlin bio (pdf)

Third Set of NABE Concurrent Track Programs

10:45 a.m. - 11:45 a.m.
Lessons Learned from Nearly 100 Years of Experience: Mistakes Not To Be Repeated
Golden Gate Salon C2, B2 Level

Kathy Bifaro, Buffalo, NY, executive director, Bar Association of Erie County
Keith Birkes, Jefferson City, MO, executive director, The Missouri Bar
Chris Burdick, San Jose, CA, executive director and general counsel, Santa Clara County Bar Association
Diane Minnich, Boise, ID, executive director, Idaho State Bar

Burdick bio (pdf) | Minnich bio (pdf)

Raise The Bar, Attract New Members, Increase Attendance At Meetings: How Innovation Can Be Used in Any Size Association!
Golden Gate Salon B, B2 Level

Dan Coughlin, St. Louis, MO, president of The Coughlin Company, Inc., corporate advisor and teache

Coughlin bio (pdf)

Cyber Security
Golden Gate Salon C3, B2 Level

Toby Brown, Bountiful, UT, president of Roberts Brown LLC

Brown bio (pdf) | Handout 1 (pdf) | Handout 2 (pdf)

Fourth Set of NABE Concurrent Track Programs

11:55 a.m. - 12:55 p.m.
Space: The Final Frontier
Golden Gate Salon B, B2 Level

George Brown, Madison, WI, executive director, State Bar of Wisconsin
Alex Lagusch, Columbus, OH, executive director, The Columbus Bar Association

Nothing Personal; It's Personnel Policy
Golden Gate Salon C2, B2 Level

Janis C. Jerman, New Britain, CT, administration & finance director and bar counsel, Connecticut Bar Association
Charlie Lorenzetti, Washington, DC, assistant executive director, The District of Columbia Bar

Jerman bio (pdf) | Handout 1 bio (pdf) | Handout 2 bio (pdf)

What Keeps You Up at Night?
Golden Gate Salon C3, B2 Level

Elizabeth Derrico, Chicago, IL, associate director, ABA Division of Bar Services

Derrico bio (pdf) | Handout 1 (pdf)

4:00 p.m. - 5:00 p.m.
Legislative and Governmental Advocacy Update
Golden Gate Salon C2, B2 Level

Moderator:
Robert D. Evans,Director, ABA Governmental Affairs Office
Panelists:
Alfred P. Carlton, Jr., President, American Bar Association
Allyson K. Duncan, President, North Carolina Bar Association
Janice F. Mulligan, Chair, Medicine and Law Committee of the ABA Tort Trial and Insurance Practice Section (TIPS) and Member, TIPS Council
L. Jonathan Ross, Chair ABA Standing Committee on Legal Aid and Indigent Defendants

Friday, August 8
Joint NCBP/NABE/NCBF Programming

8:35 a.m. - 9:15 a.m.
The Future is Now
Yerba Buena Ballroom Salon 8, Lower B2 Level

Many of the forces shaping the future of the legal profession come from outside the profession, e.g. the Enron scandal, war on terrorism, technological advances. The current downturn in the economy has immediate implications for the administration of justice system and the legal profession. As we consider these events and their impact on our present structure, what trends are emerging and how does the organized bar lead lawyers in and through the change process? Charlie Robinson, a legal futurist, has some definite ideas about where the profession needs to go and what the bar has to do to get there.

Speaker:
Charles F. Robinson, Clearwater, FL, Futurist and Board Certified Elder Law Attorney, Law Offices of Charles F. Robinson

9:15 a.m. - 10:00 a.m.
Leading in Challenging Times
Yerba Buena Ballroom Salon 8, Lower B2 Level

With dwindling tax revenues and increasing costs, financial support for all essential services, including the courts, is in jeopardy. How can bar associations advocate for the courts and for essential services, such as pay for public defenders? A panel of experienced bar leaders will offer suggestions on the ways to lead on behalf of lawyers and the public through coalition building, lobbying and the use of litigation.

Facilitator:
Kay H. Hodge, Boston, MA, Member, NCBP Executive Council
Panelists:
James E. Herman, Santa Barbara, CA, President, State Bar of California
Michael Miller, New York, NY, President, New York County Lawyers Association
Thomas M. Susman, Washington, DC, Partner, Ropes & Gray

First Session of Joint Concurrent Workshops

10:10 a.m. - 11:10 a.m.
Joint Workshop 1A - Developing and Feeding the Leadership Pipeline
Yerba Buena Ballroom Salon 6, Lower B2 Level

Moderator:
Lonnie J. Williams, Jr., Phoenix, AZ, Secretary, National Conference of Bar Presidents
Panelists:
Ruthe Catolico Ashley, Sacramento, CA, President, National Asian Pacific American Bar Association
Fred David Gray, Sr., Tuskegee, AL, Immediate Past President, Alabama State Bar
Harry S. Johnson, Baltimore, MD, President, Maryland State Bar Association

Joint Workshop 2A - The Vital Role of Bar Leaders in Fundraising for Legal Services
Yerba Buena Ballroom Salon 5, Lower B2 Level

Moderator:
Meredith McBurney, Denver, CO, Project Director, ABA Project to Expand Resources for Legal Services
Panelists:
Michael Aloi, Fairmont, WV, Immediate Past President, West Virginia State Bar
Kent Gernander, Winona, MN, Past President, Minnesota State Bar Association
Sarah Singleton, Santa Fe, NM, Past President, State Bar of New Mexico

Joint Workshop 3A: Growing Membership: How to Attract and Involve Large Firm and Corporate Lawyers in the Bar
Yerba Buena Ballroom Salon 3, Lower B2 Level

Moderator:
Kay H. Hodge, Boston, MA, Member, NCBP Executive Council
Panelists:
Mary Corbitt, Rochester, NY, Executive Director, Monroe County Bar Association
Brigitte Herschensohn, Los Angeles, CA, President, Herschensohn & Associates

Joint Workshop 4A - States' Money Woes and the Impact on the Administration of Justice - The Sequel
Yerba Buena Ballroom Salon 4, Lower B2 Level

Moderator:
Michael H. Rubin, Baton Rouge, LA, Member, NCBP Executive Council
Panelists:
Richard Bien, Kansas City, MO, Chair-elect, ABA Judicial Division
James E. Herman, Santa Barbara, CA, President, State Bar of California
Hon. Christel Marquardt, Topeka, KS, Judge, Kansas Court of Appeals
Charles Williamson, III, Portland, OR, President, Oregon State Bar

Joint Workshop 5A - Hear It From the IRS: Tax Advice Relating to Tax Exempt Organizations
Yerba Buena Ballroom Salon 2, Lower B2 Level

Moderator:
Bob Glaves, Chicago, IL, Executive Director, Chicago Bar Foundation
Presenter:
Joe Kroll, San Francisco, CA, Internal Revenue Service, Tax Exempt Government Entities Manager, Northern California
Produced by the National Conference of Bar Foundation

Second Session of Joint Concurrent Workshops

11:20 a.m. - 12:20 p.m.
Joint Workshop 1B - ABA Partnership Program Award Winners for Diversity Efforts
Yerba Buena Ballroom Salon 6, Lower B2 Level

Moderator:
Mary Torres, Las Cruces, NM, Member, NCBP Executive Council
Presenters:
Evett L. Simmons, Port St. Lucie, FL, Past President, National Bar Association
Carl D. Smallwood, Columbus, OH, Past President, Columbus Bar Association

Joint Workshop 2B - Building Bridges or Building Walls: How Bar Associations Can Help Members Provide Legal Services to Clients
Yerba Buena Ballroom Salon 5, Lower B2 Level

Moderator:
Joe Crosthwait, Jr., Member, NCBP Executive Council
Panelists:
Steve Gallagher, Albany, NY, Practice Advisor, Atticus, Inc.
Hon. Lora Livingston, Austin, TX, Incoming Chair, ABA Standing Committee on Delivery of Legal Services
Alec M. Schwartz, Chicago, IL, Staff Advisor to the ABA Task Force on Lawyers Center for Personal Legal Services and Client Development

Joint Workshop 3B - Partnering to Develop Your Desktop CLE Presence
Yerba Buena Ballroom Salon 3, Lower B2 Level

Facilitator:
Peter Glowacki, Chicago, IL, Deputy Director of Programming, ABA Center for Continuing Legal Education
Panelists:
Thomas C. Barnett, Jr., Pierre, SD, Executive Director, State Bar of South Dakota
Susan D. Lengal, Akron, OH, Executive Director, Akron Bar Association
Lynn A. Howell, St. Petersburg, FL, Assistant Dean, Stetson University College of Law
Christopher W. Todd, San Diego, CA, President, San Diego County Bar Association

Joint Workshop 4B: Professional Reform Initiative Update
Yerba Buena Ballroom Salon 4, Lower B2 Level

Moderator:
Randall Cooper, North Conway, NH, Member, NCBP Executive Council
Panelists:
W. Seaborn Jones, Atlanta, GA, Past President, NCBP
Brian D. Melton, Dallas, TX, President, Dallas Bar Association
Deborah L. Rhode, Stanford, CA, Professor and Director of the Keck Center on Legal Ethics and the Legal Profession, Stanford Law School

Joint Workshop 5B - Effectively Managing Conflicts Between the Bar Foundation and the Bar Association
Yerba Buena Ballroom Salon 2, Lower B2 Level

Moderator:
Marion Smithberger, Columbus, OH, Assistant Executive Director, Columbus Bar Association and Assistant Secretary, Columbus Bar Foundation
Panelists:
Pauline Gee, San Francisco, CA, Immediate Past President, Foundation of the State Bar of California
Crystal Hartley McMeekin, Birmingham, AL, Executive Director, Birmingham Bar Foundation
Gary Pollock, Pittsburgh, PA, Director of Administrative Development, Allegheny County Bar Foundation
Co-produced by the National Conference of Bar Foundations and Metropolitan Bar Caucus

5:30 p.m. - 8:00 p.m.
NCBP/NABE/NCBF Joint Reception
Yerba Buena Ballroom Salon 7, Lower B2 Level

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