Handouts
Wednesday, August 6, 2008
Elements of Performance Management: The Good, The Bad and The Ugly
Whether you manage one or one thousand, performance management is a critical component of your job. In this
program, an experienced bar executive and an employment attorney will share their perspectives on topics such as
employee evaluation and development, how to effectively manage high performing employees who consistently
demonstrate one serious performance issue, dealing with negative employee reactions to direction or feedback, and
addressing high-risk or inappropriate conduct of managers.
Moderator: Janis C. Jerman, New Britain, CT, Associate Executive Director, Connecticut Bar Association
Panelists: Trudy C. Levindofske, Irvine, CA, Executive Director, Orange County Bar Association; Penny Ann Lieberman, White Plains, NY, Attorney, Jackson Lewis
Generational Change and Successful Associations
Nonprofit membership associations face a generational crisis as the Baby Boomers age, right? Wrong. According to the evidence, Generation X and Y show every indication of joining associations at even higher rates than their parents and grandparents – but only if we give them what they want. This presentation looks at behavioral trends in generations, strategies for engaging young people, and what it all means for associations.
Speaker: Arthur C. Brooks, Syracuse, Director of Nonprofit Studies and the Louis A. Bantle Professor of Business and Government Policy, Maxwell School of Citizenship and Public Affairs and Whitman School of Management, Syracuse University.
Handling Conflict
Dealing effectively with conflict is a challenge for most of us. Yet, ineffective conflict management leads to enormous costs
in wasted time and resources. This presentation will examine the importance of conflict competence for bar executives
and their staff. After exploring the costs associated with not handling conflict well, participants learn the types of
behaviors and responses that can lead to win-win outcomes. Participants will also learn about what triggers conflict for
them and how they respond to it, both constructively and destructively. Well examine how different behavioral
responses affect how conflict unfolds and how to develop strategies for using the most effective responses. Finally, we’ll
discuss how to utilize good conflict management skills in dealing with both employees and volunteers.
Speaker: Nora Riva Bergman, Tarpon Springs, FL, Attorney and Practice Advisor, Atticus, Inc.
The Web and Search Engine Optimization
We all want our Web sites to show up “No. 1” in the major search engines like Google and Yahoo. And while most Web
site managers may have the basics covered for making that happen, this session takes a deeper look into utilizing the tools
and resources Google makes available for Web masters to help make your site as search engine-friendly as possible.
MODERATOR: Marc Mersol, Las Vegas, NV, Director of Finance/IS, State Bar of Nevada
SPEAKERS: Jenn Moreira, Phoenix, AZ, Director of Web Services, State Bar of Arizona; David Simms, Washington, DC, President, ElectionsOnline, and Interactive Services Supervisor, District of Columbia Bar.
Future-Proofing the Bar: Staying Relevant, Attractive and Important to New Generations of Lawyers
Thursdays keynote speaker, will challenge the
way you think about the traditional bar association. How can
we be relevant, attractive and important to an increasingly
diverse profession? And what changes will we have to consider
to ensure that we dont just survive, but thrive in the new world
we work in today? Pauls experience is not just as a lawyer or as
a management consultant to lawyers, but also as a former Board
Member of the Law Society of England & Wales at a time of
transformative change for both the Society and the legal services
environment in the UK.
Speaker: Paul Gilbert, Cheltenham, England, Chief Executive,
LBC Wise Counsel, and Member, Law Society of England and Wales
Diversity
Pipeline Initiatives
What does diversity mean in todays world of bar associations
and legal workplaces? What are the best practices for bar
associations? How are bar associations, law firms and in-house
counsel achieving diversity? How does diversity affect the
bottom line and what is the role of specialty bars in helping to
achieve diversity? This workshop will be a conversation about
what is going on in the workplace, how to get the best results,
what resources are needed, how to measure success, and how to
refocus if you miss the mark.
Moderator: John Williams, Oklahoma City, OK, Executive Director,
Oklahoma Bar Association
Panelists: Rick Jones, New York, NY, Director of Diversity (U.S.),
K&L
Gates, LLP DArcy Kemnitz, Washington, DC, Executive Director,
National Lesbian & Gay Law Association Teresa Schmid, Phoenix,
AZ, Executive Director, State Bar of Arizona
Bridging the Gap: How Understanding Generational Differences Can Grow Your Association
For the first time, bar association membership encompasses
four generations at once: Traditionalists (Born 1900-1945);
Baby Boomers (Born 1946-1964); Generation Xers (Born
1965-1980); and Millennials (Born 1981-1999). Each
group has a great deal to contribute. But how they want to
contribute and what they expect in return varies as much as
their ages. Associations that understand these differences and
adapt their programs and services to meet the needs of each
generation will benefit not only in increased membership but
in happy, productive and engaged volunteers and leaders.
Speakers: Nora Riva Bergman, Tarpon Springs, FL, Attorney &
Practice
Advisor, Atticus, Inc., Connie R. Pruitt, Tampa, FL, Executive Director,
Hillsborough County Bar Association
Security Alert!! You’ve Been Hacked!!
What can happen to you and/or your organization if you fail to implement or adhere to the Payment Card Industry Data
Security (PCI DSS) compliance rules? Get the answer to this question, plus learn about more ways to protect your network,
your data and your web applications from hackers. Don’t be the next victim to get “hacked.”
SPEAKERS: Jenn Moreira, Phoenix, AZ, Director of Web Services, State Bar of Arizona; David Simms, Washington, DC, President, ElectionsOnline, and Interactive Services Supervisor, District of Columbia Bar
Thursday, August 7, 2008
We’re From IT and We’re Here to Help!
This session is for any size bar without IT staff or for any bar executive that needs more information about IT issues at his/her association. Four members of the NABE IT Section will present important tips that all bar associations should hear
and know. Topics will include managing data, security, Web sites and much more. This session will be in plain English for
non-technical staff. The IT Section wants to prove that its members can talk just like everybody else!
Moderator: Patricia Yevics, Baltimore, MD, Director, Law Office Management Assistance, Maryland State Bar Association
Panelists: William H. Dickinson, Richmond, VA, Director of Technology, Virginia State Bar; Steven Dunn, Springfield, IL, Director of Information Technology, Illinois State Bar Association; Imelda Reveles, Denver, CO, Director, Internet and
Technology, Colorado Bar Association; Anna Zanolli, Tigard, OR, Information Design and IT Supervisor, Oregon State Bar
Implementation of Collaborative Portals
This session presents how portal software (for example: Microsoft’s SharePoint) have been implemented by three bars
to enable their section and committee members to maintain communication with one another without the burden of
physically commuting to a central meeting location. Come learn the dos and don’ts from those who’ve already traveled
this road about how your bar can do the same.
PANELISTS: Gary Clarke, San Francisco, CA, Senior Executive, Information Technology, State Bar of California; Jenn Moreira, Phoenix, AZ, Director of Web Services, State Bar of Arizona; Derek Novotny, Madison, WI, Information Services Director, State Bar of Wisconsin
Strategic Planning: Application and Details on Process
Retreat planning can be as easy as one, two, three. Learn the stages including planning and preparation, content and logistics, and implementation and follow up. The presentation is fastpaced and interactive and will provide you with a number of tools to use in all three phases of the strategic planning process.
Speaker: Nora Riva Bergman, Tarpon Springs, FL, Attorney &
Practice Advisor, Atticus, Inc.
We Work Hard for Our Money: Creating and Tracking CLE Success
CLE serves two very important goals financial and educational. How are both of these goals met in a very competitive market, and what methods can bars implement to ensure this continuous revenue stream? Staffing, pricing, politics, partnerships, profits and developing tracking tools will be discussed.
Speakers: Lisa A. Armanini, Charlotte, NC, CLE Coordinator,
Mecklenburg County Bar, Heather Culp, Charlotte, NC, CLE Committee
Chair, Mecklenburg County Bar
Changing
the Way We Change: Leading the Skeptical, the Stubborn & the
Gently Bewildered
Change is more than a business school process. We must
shape the discussion, influence, challenge, adhere to values and
inspire. Paul Gilbert explores the quality of leadership needed
for influencing and encouraging transition in sensitive areas
such as attracting and retaining younger members, distilling
the wisdom of older members while encouraging diversity and
preparing for a seismic shift in what the public demands from
the legal profession. Will your Association enlighten the
debate or man the barricades?
Speaker: Paul Gilbert, Cheltenham, England, Chief Executive,
LBC
Wise Counsel
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