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2016 NCBP Annual Meeting Program Preview
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2016 NCBP ANNUAL MEETING
August 4-6, 2016
San Francisco, CA
Hilton San Francisco Union Square

 

2016 NCBP ANNUAL MEETING

Unless otherwise noted below, sessions and events will take place at the Hilton San Francisco Union Square, 333 O’Farrell Street, San Francisco, CA 94102.  

All program titles, descriptions, speakers and rooms subject to change.


THURSDAY, AUGUST 4, 2016

7:30 AM - 6:00 PM
NABE/NCBP/NCBF Joint Registration
East Lounge, Ballroom Level
Registration will be closed for lunch from 12:50 p.m. to 1:50 p.m.

7:30 AM - 8:30 AM
NCBP 21st Century Lawyer Committee Meeting
Union Square 1, Fourth Floor

7:30 AM - 9:00 AM
NCBP Finance & Investment Committee Meeting
Union Square 2, Fourth Floor

8:30 AM - 9:30 AM
NCBP Sponsorship Committee Meeting
Union Square 3, Fourth Floor

9:00 AM - 10 AM
NCBP Membership Committee Meeting
Union Square 25, Fourth Floor

9:30 AM - 10:30 AM
NCBP Diversity & Inclusion Committee Meeting
Union Square 1, Fourth Floor

10:00 AM - 11:30 AM
NCBP Communications Committee Meeting
Union Square 3, Fourth Floor


10:30 AM - 1:00 PM
NCBP Program Committee Meeting
Union Square 2, Fourth Floor

1:00 PM - 4:00 PM
NCBP Executive Council Meeting
Union Square 19/20, Fourth Floor

2:00 PM - 4:00 PM
MBC Executive Committee Meeting
Union Square 25, Fourth Floor

4:00 PM - 5:00 PM
NCBP Diversity Gathering
Union Square 23/24, Fourth Floor
By Invitation Only.
Sponsored by Wilson Elser


4:00 PM - 5:00 PM
NABE/NCBP Joint Sponsors Sponsorship Break
East Lounge, Ballroom Level
As you arrive in San Francisco, join NABE/NCBP Joint sponsors to get a sneak peak at their products and services before the Welcome Reception. Only those NCBP sponsors who also sponsored with the NABE program are eligible to participate in this sponsorship break.


5:00 PM - 6:30 PM
NCBP/MBC Reception
Continental Ballroom 1/2/3, Ballroom Level
NCBP and the Metropolitan Bar Caucus (MBC) have joined together for a welcome reception for all NCBP, NABE Joint Meeting and NCBF registrants. Come greet your bar colleagues and enjoy some refreshments before your evening plans in San Francisco.

7:00 PM - 10:00 PM
NCBP Executive Council Alumni and Past Presidents Dinner
One Market, 1 Market Street, San Francisco, CA 94105, (415) 777-5577
Advance reservations are required to attend the NCBP Executive Council Dinner
Sponsored by LexisNexis

 

7:00 PM - 11:00 PM
MBC Dinner
7:00 p.m. - 8:00 p.m.: Vesuvio Café, 255 Columbus Ave, San Francisco, CA 94133 (415) 362-3370)
8:00 p.m. - 11:00 p.m.: North Beach Restaurant, 1512 Stockton Street, San Francisco, CA 94133 (415) 392-1700
Advance reservations are required to attend the MBC Executive Committee Dinner
FRIDAY, AUGUST 5, 2016

7:00 AM - 4:30 PM
NABE/NCBP/NCBF Joint Registration
East Lounge, Ballroom Level
Registration will be closed for lunch from 12:00 p.m. to 1:00 p.m.

7:00 AM - 5:00 PM
NCBP Nominating Committee Meeting
Union Square 25, Fourth Floor
Individuals with appointments will be notified by the NCBP Nominating Committee.

7:30 AM - 8:30 AM
NCBP First Timers Breakfast
Continental Ballroom 4, Ballroom Level
If this is your first NCBP meeting, then this is the breakfast you want to attend. Meet with NCBP leaders to learn about the organization and opportunities for active involvement. Get to know your colleagues in leadership positions at their respective bar associations. Breakfast is available at 7:30 a.m., and the program begins at 8:00 a.m.

7:40 AM - 8:40 AM
NABE/NCBP/NCBF Joint Breakfast
Continental Ballroom 5/6, Ballroom Level
For all NCBP registrants (except NCBP first-timers and their buddies, who should attend the First Timers Breakfast) and NABE Joint Meeting registrants. Enjoy coffee and continental breakfast with your bar leader colleagues from around the country. The opening plenary program will follow.

8:40 AM - 9:00 A.M.
Welcome, Introductions and Award Presentation
Continental Ballroom 5/6, Ballroom Level
NCBP President Lanneau Wm. Lambert, Jr. will welcome attendees along with his fellow organization presidents and our host city/state bar executives. The ABA Harrison Tweed Award will also be awarded at this time.
SPEAKERS
Lanneau Wm. Lambert, Jr., Columbia, SC, President, National Conference of Bar Presidents
Zoe Linza, St. Louis, MO, President, National Association of Bar Executives
Leonard Pataki, Tulsa, OK, President, National Conference of Bar Foundations
David  J.  Pasternak, Los Angeles, CA, President, State Bar of California
Michael F. Tubach, San Francisco, CA, President, Bar Association of San Francisco

9:00 AM – 10:20 AM
Friday Morning Plenary - Pillars of the Legal Community in the 21st Century
Continental Ballroom 5/6, Ballroom Level
Three dynamic speakers will deliver short but powerful ideas and solutions for leading your bar in the 21st Century in this TED Talks-type presentation. The plenary will also leave time for table discussions on these topics.

Partnerships to Increase Innovation
Hear from the CEO of CLIO on what a cloud-based law practice means, and how your bar can use partnerships with technology companies to find solutions for your members.
SPEAKER
Jack Newton, Burnaby, BC, CEO, Clio

Professionalism in the Legal Profession
Jayne Reardon, Executive Director of the Illinois Supreme Court Commission on Professionalism, will discuss why this agency was established to improve civility between and among lawyers, their clients and judges.
SPEAKER
Jayne R. Reardon, Chicago, IL, Executive Director, Illinois Supreme Court Commission on Professionalism

Client Centric Delivery of Legal Services
Today’s lawyers are subject to changes beyond their control and the 20th Century model of providing legal services is in question with lawyers facing both pressures and opportunities to change. Former ABA President Robert Hirshon will give participants a glimpse at new models for delivering legal services to turn practitioners into 21st Century problem-solvers.
SPEAKER
Robert Hirshon, Ann Arbor, MI, Frank G. Millard Professor from Practice and Special Counsel on Developments in the Legal Profession, University of Michigan Law School

10:20 AM - 10:45 AM
Sponsorship Break
East Lounge, Ballroom Level
Take a refreshment break and learn about the products and services offered by our generous sponsors. Don't forget to leave your business card with vendors for a  chance to win great raffle prizes!

10:45 AM  – 11:45 AM
First Session of Concurrent Workshops

Workshop 1A - Problems in our Profession Exposed in National CoLap and Hazelden Study: Substance Use, Depression and Anxiety Among Lawyers
Continental Ballroom 1/2 , Ballroom Level
The ABA and the Hazelden Betty Ford Foundation recently completed a groundbreaking new research project on the current rates of substance use, depression and anxiety among licensed attorneys throughout the United States. With that research completed, this session will feature information about the newest data, including a new baseline understanding of where the legal profession currently stands in relation to the historically substantial challenges presented by substance use and other mental health problems. Also hear from state and local bar associations that have embraced the survey results to provide outstanding lawyer assistance programs at their bar.
SPEAKERS
Bree Buchanan, Austin, TX, Director, Texas Lawyer Assistance Program, State Bar of Texas

Terry L. Harrell, Indianapolis, IN, Executive Director, Indiana Judges and Lawyers Assistance Program/ABA Commission on Lawyer Assistance Programs


Workshop 2A - Blue Skies with Clouds: Bar Technology Solutions for Law Practice Management
Continental Ballroom 7/8, Ballroom Level
Today’s technology is about so much more than sending email, managing your database or updating your website. When used effectively, practice management systems – cloud computing, client communications, administrative systems, etc. – streamline every aspect of a busy law practice and increase productivity. Bar associations need to provide solutions to their members to help them do their jobs better, faster and more efficiently. In this workshop loaded with practical take-aways, find out how to effectively use emerging technologies and services that will be required for bars to maintain and grow member relationships.
SPEAKERS
Jim Calloway, Oklahoma City, OK, Director, Managment Assistance Program, Oklahoma Bar Association
Catherine Sanders Reach, Chicago, IL, Director, Law Practice Management & Technology, the Chicago Bar Association
David R. Watson, Albany, NY, Executive Director, New York State Bar Association

Workshop 3A - Unified Bar Issues: What Does the Future Hold?
Plaza Room A, Lobby Level
As we continue to track developments affecting unified state bars, we will share outcomes and updates on recent challenges in Arizona and California. This interactive session invites your participation as well, so tell us what’s happening in your jurisdiction.
MODERATOR

Lisa Tatum, San Antonio, TX, Past President, State Bar of Texas
SPEAKERS
David  J.  Pasternak, Los Angeles, CA, President, State Bar of California
Lisa Loo, Tempe, AZ, President, State Bar of Arizona

Workshop 4A (MBC) - Bar Succession Planning - The Leadership Ladder
Plaza Room B, Lobby Level
In working to improve your local bar, leadership is the most important resource. It is the engine that pulls the train. Because it is leaders who make things happen. It is leaders who have a vision, take initiative, influence people, make proposals, organize logistics, solve problems, follow-up, and - most of all - take responsibility. Succession planning is a means for your bar to ensure its continued effective performance through leadership continuity. Find out from a top expert in leadership and board development the steps you need to take to build your board through succession planning.
SPEAKER
Vickie Clark, Memphis, TN, Owner, Building the Capacity of Organizations

Workshop 5A – Social Media and Donor Relations, a Strategy for Success!
Golden Gate 4/5, Lobby Level
Keeping up with the latest social networking rage is a challenge for even the most tech-savvy nonprofit, but recommending a social media strategy for your constituents to senior leadership is a whole other ball game. This session will help you navigate the world of social media and use it to thank your donors (Facebook, LinkedIn, Twitter, etc.) and be able to translate its benefits to your leadership.
SPEAKER

Lynne M. Wester, Charlotte, NC, Principal, Donor Relations Guru Consulting, LLC

 

11:45 AM – 1:10 PM
Luncheon, Awards and Plenary Session
Continental Ballroom 5/6, Ballroom Level
During the luncheon, we will honor the winners of the 2016 NABE Bolton Award for Professional Excellence and the 2016 NCBF/LexisNexis Partnerships for Success Award. We will also discuss our mastery of communicating and working with a younger generation of volunteers and staff, led by Dan Negroni, founder and CEO of launchbox.
SPEAKER
Dan Negroni, San Diego CA, Founder, Speaker, Coach and Author, launchbox

1:10 PM - 1:35 PM

Sponsorship Dessert Break
East Lounge, Ballroom Level
Enjoy dessert and this final opportunity to visit with our generous sponsors. Besides helping to reduce your meeting costs, our sponsors' products and services may also benefit your practice and your bar members.

1:35 PM – 2:35 PM
Second Set of Concurrent Workshops

Workshop 1B - The Generation Connection
Continental Ballroom 1/2, Ballroom Level
Dan Negroni, Author, Founder & CEO of launchbox, is a business management and talent development consultant and coach addressing today's critical cross-generational issues.  The workshop discussion will address several topics including the importance of training millennial attorneys to become business development professionals, understanding and leveraging strengths in order to more effectively connect with clients, and other relevant topics based on the questions posed from the workshop participants.
SPEAKER
Dan Negroni, San Diego CA, Founder, Speaker, Coach and Author, launchbox

Workshop 2B - Can You Hear Us Now:  Do Lawyer Advertising Rules Need to Change to Compete in the AVVO Age (And Avoid Antitrust Challenges)
Continental Ballroom 7/8, Ballroom Level

Through an interactive (and entertaining) format, using examples of law firm advertising, the panel will cover how Bar leaders can assist members who are under-employed by embracing new forms of advertising, consistent with the ethics advertising rules; how the NC Dental Board ruling may impact advertising regulation for voluntary and mandatory Bars; proposed changes to the ABA Ethics Rules to achieve greater uniformity and enforceability; and tips for working with members to encourage effective and professional lawyer marketing.
SPEAKERS
Ronald D. Rotunda, Orange, CA, Professor, Doy and Dee Henley Chair and Distinguished Professor of Jurisprudence, Dale E. Fowler School of Law, Chapman University
Lynda C.  Shely, Scottsdale, AZ, President, Association of Professional Responsibility Lawyers
Thomas G. Wilkinson, Philadelphia, PA, Past President, Pennsylvania Bar Association

Workshop 3B – Focusing the Bar With a Commission on the Future of Legal Services
Plaza Room A, Lobby Level
A number of state bars have created futures commissions. Many others are thinking about it. What is the purpose of establishing a commission? What goals should it have? Who should be the stakeholders? Our panelists will share their experience and advice for going forward.
MODERATOR
Tom Rombach, New Baltimore, MI, Past President, State Bar of Michigan and Member, NCBP Executive Council
SPEAKERS
Lori  A.  Buiteweg, Ann Arbor, MI, President, State Bar of Michigan
John Lund, Salt Lake City, UT, President-elect, Utah State Bar

Workshop 4B (MBC) - Bar Succession Planning – Managing The Search You Never Wanted To Have: A New Executive Director
Plaza Room B, Lobby Level

Is your bar going to be searching for a new executive director soon or are you in the midst of a search right now?  If so, in this program you will hear from bar leaders and new executive directors who have been through it and can share their insights on the process.  You will learn what has and has not worked for other bar associations.  You will hear from a new bar executive director about the process from her perspective and what information is important to know for an interviewee.  And, you will learn about the importance of an effective onboarding process once the new exec has been hired.  Attendees will be encouraged to share their own experiences and ask questions for an engaging session.
MODERATORS:

Heather Hays, St. Louis, MO, Past President, Bar Association of Metropolitan St. Louis
Jill Snitcher McQuain, Columbus, OH, Executive Director, Columbus Bar Association
SPEAKERS:

Rita Sheffey, Atlanta, GA, Past President Atlanta Bar Association and Member, NCBP Executive Council
Rebecca R. McMahon, Cleveland, OH, Executive Director Cleveland Metropolitan Bar Association

Workshop 5B – The Difference Between Must and Should: Donor Relations Best Practices
Golden Gate 4/5, Lobby Level

There are many Donor Relations best practices, such as gift receipts must be mailed promptly and include the pertinent IRS information; endowed fund values and beneficiaries should be reported annually.  But doing what is required, being compliant, does not create a “best in class” donor relations shop.  To get a blue ribbon you need to put a face on a donor’s philanthropy, report on the impact of their support, and express how they have made a difference to your institution.
SPEAKER

Lynne M. Wester, Charlotte, NC, Principal, Donor Relations Guru Consulting, LLC


2:35 PM – 2:40 PM
Transfer Break

2:40 PM – 3:40 PM
Diversity Forum: Building the Business Case for Diversity & Inclusion
Continental Ballroom 5/6, Ballroom Level
Is diversity and inclusion good for the bottom line? Studies have shown teams of mixed gender, ethnicity, physical ability, age and sexual orientation are more representative of the American landscape, and even the profession of law, and that this mixture is beneficial to the bar association. But even in workplaces where the intentions are genuine, some people find obstacles to their full engagement based not on issues of qualification and performance, but rather on the visible and invisible biases of fellow team members. During this informative discussion, hear from three diversity and inclusion leaders on all of the aspects of diversity and inclusion in the workplace, including changing demographics, recruiting and retaining diverse employees, and quality of life for all employees.
MODERATOR
Aurora Austriaco, Chicago, IL, Past President, Chicago Bar Association and Member, NCBP Executive Council
SPEAKERS
Gretchen C. Bellamy, Bentonville, AR, Senior Culture, Diversity & Inclusion Strategist, Walmart Stores, Inc.
Betty Lo, New York, NY, Vice President, Community Alliances & Consumer Engagement, Nielsen
Rick Meade, Newark, NJ, Vice President, Chief Legal Officer, International, Prudential Financial, Inc.


3:40 PM – 4:45 PM
Transfer Break

3:45 PM – 4:45 PM
Metro Bar Roundtables
Continental Ballroom 5/6, Ballroom Level
Don't miss this opportunity to meet with other metro bar leaders during this lively discussion time. Bring your ideas for making metro bars smarter and stronger.

3:45 PM – 4:45 PM
State Bar Roundtables
Continental Ballroom 4, Ballroom Level
State bar leaders, both voluntary and unified, will meet to share information about how they are facing the future and meeting the challenges of today's legal profession.

SATURDAY, AUGUST 6, 2016

7:00 AM – 11:00 AM
NABE/NCBP/NCBF Joint Registration
East Lounge, Ballroom Level

8:00 AM – 9:00 AM
Saturday Morning Breakfast Discussions
Continental Ballroom 5/6, Ballroom Level
Start your Saturday morning with a hot breakfast and facilitated discussions.

9:00 AM - 9:20 AM
Announcements and Awards
Continental Ballroom 5/6, Ballroom Level
NCBP President Lanneau “Lanny” Lambert will present the ABA Partnership Awards and the E. Smythe Gambrell Professionalism Awards, and NCBP sponsors will share a few words during this time.
SPEAKER
Lanneau Wm. Lambert, Jr., Columbia, SC, President, National Conference of Bar Presidents

9:20 AM - 9:30 AM
Nominating Committee Report
Continental Ballroom 5/6, Ballroom Level
SPEAKER
Rew R. Goodenow, Reno, NV, Immediate Past President, National Conference of Bar Presidents

9:30 AM - 9:45 AM
ABA President-elect Speaks
Continental Ballroom 5/6, Ballroom Level
SPEAKER
Linda A. Klein, Atlanta, GA, President-elect, American Bar Association


9:45 AM – 11:15 AM

Saturday Morning Plenary -Permission-Giving Transformation
Continental Ballroom 5/6, Ballroom Level
Bar associations are rich in history, culture and tradition—yet exist in a rapidly changing environment. Add in the connection with the courts and you have a complexity that sometimes slows progress at the same time members are experiencing dizzying changes in the legal profession. What’s a bar leader to do? Join Mary Byers, CAE, author of Race for Relevance and Road to Relevance, for a participatory plenary session in which you get to experience a new way of addressing hot topics and emerging issues. You’ll learn a practical a recipe you can take back to your bar and put to use immediately—one that that engages volunteers, surfaces important ideas, and identifies next steps, all within a short period of time.  Finally, you’ll be challenged to take three bold steps to begin, or further, the evolution of your bar.
MODERATOR
Carl D. Smallwood, Columbus, OH, Past President, Columbus Bar Association and Past President, National Conference of Bar Presidents
SPEAKER
Mary Byers, CAE, Chatham, IL, Author, Race for Relevance and Road to Relevance

11:15 AM - 11:30 AM
Passing of the Gavel
Continental Ballroom 5/6, Ballroom Level
Following his closing remarks, President Lanneau "Lanny" Lambert, Jr. passes the gavel to incoming President Jonathan Cole, who will call the meeting to a close.