Salt Lake City Program Final2.qxd by yaohongm

VIEWS: 11 PAGES: 48

									National Association of Bar Executives
 National Conference of Bar Presidents
National Conference of Bar Foundations

                          present




              The
     2005 Midyear Meeting
       Salt Lake City, UT
 Salt Palace Convention Center
                        NABE
                       Anne Fritz
                       President

                      NCBP
                   Douglas S. Lang
                     President

                       NCBF
                  Jerome J. Shestack
                      President
                     ______________



  All meetings will be in the Salt Palace Convention Center
                 unless otherwise indicated.
                                                                                       NABE/NCBP/NCBF Program Schedule
NABE Sponsors for the Midyear Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .4-5
NCBP and MBC Sponsors for the Midyear Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5
Note From the Presidents  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18



NABE/NCBP/NCBF Program Schedule
Monday
NABE Salt Palace Workshop Reception . .. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Tuesday
NABE Salt Palace Workshop Continental Breakfast.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
NABE Salt Palace Workshop Plenary Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
First NABE Salt Palace Workshop Concurrent Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Second NABE Salt Palace Workshop Concurrent Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8-9
NABE Board of Directors Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
NABE Salt Palace Workshop Lunch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Third NABE Salt Palace Workshop Concurrent Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10
NABE Salt Palace Workshop Bull & Beer Session. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
NABE Communications Section Executive Council Meeting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
NABE First-time Attendee & New Member Orientation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
NABE Program Committee Meeting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
NABE Welcome Reception . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11
NABE First-time Attendee & New Member Dinner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Wednesday
NABE Committee and Forum Breakfast Meetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
NABE Welcome to Salt Lake City, Introductions and Announcements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
NABE Plenary Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12
First Session of NABE Concurrent Track Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .13-14
NABE Buffet Luncheon and Meeting Opportunity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14
Second Session of NABE Concurrent Track Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14-15
Third Session of NABE Concurrent Track Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16
Web Cafe and Know It All . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Seven Great Wonders of the Bar World - ABA Division for Bar Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
NABE Olympics Party . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Thursday
NABE General Breakfast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
NABE Administration and Finance Section Breakfast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
NABE Communications Section Breakfast. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
NCBP Executive Committee Meeting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17
NCBP Committee Meetings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17-18




  2
                                                                                              NABE/NCBP/NCBF Program Schedule
NABE Plenary Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18
Fourth Session of NABE Concurrent Track Programs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18-19
NABE Luncheon/Business Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19
NCBP Executive Council Meeting. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20
Fifth Session of NABE Concurrent Track Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20-21
NABE First-time Attendee Wrap-up Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
NCBF Board of Trustees Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .. 21
Metropolitan Bar Caucus Executive Committee Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21
Legislative and Governmental Advocacy Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Metropolitan Bar Caucus Welcome Reception . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
NCBF First-time Attendee Orientation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
NCBF Thursday Night Dinner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
NCBP Executive Council, Council Alumni and NCBP Past Presidents Dinner . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22
Metropolitan Bar Caucus Executive Committee Dinner. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22

Friday
NCBP/NABE General Breakfast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
NCBP First-time Attendee Breakfast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Joint Meeting of NCBP, NABE and NCBF - Plenary Session . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Welcome to Salt Lake City! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
Taking the Pulse of the Legal Profession . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23
First Session of Joint Concurrent Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23-25
Second Session of Joint Concurrent Workshops . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26-27
NCBP/NABE/NCBF Joint Awards Luncheon and “Dialogue” Presentation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
NCBF Workshop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28
NCBP State Bar Plenary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29
Joint Meeting of the Consortium of Professionalism Initiatives and the NCBP Professional Reform Initiative . . . . . . . . 29
Metropolitan Bar Caucus Fireside Chat Plenary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
NCBF Workshop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
NABE Program Committee Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
NCBP Forum for Bar Leaders of Color . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
NCBP/NABE/NCBF Joint Reception . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30
The Musical Bar Sing-along Redux . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30

Saturday
NCBP Breakfast . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
Metropolitan Bar Caucus Executive Committee Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
NCBP Plenary Session and Business Meeting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31
NCBF Programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32
NABE Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33-35
NCBP Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36-41
Metropolitan Bar Caucus Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42
NCBF Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .43-44
Save the Date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45
DBS Publications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46-47




                                                                                                                                                                                       3
                                                                                        Sponsors
NABE would like to extend special thanks to our sponsors!
PLATINUM                                         SILVER
LexisNexis                                       Iron Mountain Records Management
Brenda Castello, Senior Director, Association    David M. Saperstein, General Manager
Markets & Community Relations                    1665 South 5350 West
9108 Cascajo NE                                  Salt Lake City, UT 84104
Albuquerque, NM 87111                            (801) 956-2003
(888) 742-6142                                   Fax (801) 956-2032
Fax (937) 865-1350                               dsaperstein@ironmountain.com
brenda.castello@lexisnexis.com                   www.ironmountain.com
                                                 Wednesday Lunch
Holley Thompson, Senior Vice President,
Marketing                                        BRONZE
9443 Springboro Pike                             ABA Members Retirement Program
Miamisburg, OH 45342                             State Street Bank & Trust Company
(800) 227-9597 ext. 1212                         Gregory Long, Vice President
Fax (937) 865-1350                               Michael Moniz, Assistant Vice President
holley.thompson@lexisnexis.com                   One Heritage Drive
www. lexis-nexis.com                             North Quincy, MA 02171
Thursday Lunch and plenary speakers,             (617) 376-4639
Judy Filek and Mark Levin                        Fax (617) 376-4640 or 4641
                                                 mjmoniz@citistreetonline.com
GOLD                                             abra.csplans.com
Legal Directories Publishing Company, Inc.       Wednesday Breakfast
Diane Chapman, President
Fran Sandweg, National Sales Manager             Affiniscape, Inc.
9111 Garland Road                                Adam Weedman, President and Founder
Dallas, TX 75218                                 13740 US Hwy 183 North #N-8
(214) 321-3238                                   Austin, TX 78750
(800) 447-5375, ext. 105 (Fran)                  (800) 644-9060 ext. 206
Fax (214) 320-0499                               Fax (512) 401-0697
dchapman@legaldirectories.com                    adam@affiniscape.com
First-time Attendee and New Member Orientation   www.affiniscape.com
and Dinner                                       Thursday Breakfast

MBNA America Bank                                AON Affinity Insurance Services
William C. MacDonald, Account Executive          Dan Miller, Executive Vice President
1100 King Street                                 Lawyers Division
Wilmington, DE 19884                             159 E. County Line Road
MS:0175                                          Hatboro, PA 19040-1218
(800) 441-7048, ext. 20877                       (215) 773-4546
Fax (302) 432-0482                               Fax (847) 953-0228
William.MacDonald@mbna.com                       dan_miller@asg.aon.com
www.mbna.com                                     www.attorneys-advantage.com
Wednesday Night Party                            Thursday Breakfast



 4
                                                                                               Sponsors
Center for Civic Education                          NCBP gratefully acknowledges the
Robert Leming, Associate Director                   generosity of our sponsors
5146 Douglas Fir Road
Calabasas, CA 91302                                 LexisNexis
(800) 350-4223                                      Brenda Castello, Senior Director, Association Markets
Fax (818) 591-9330                                  and Community Relations
leming@civiced.org                                  9108 Cascajo NE
www.civiced.org                                     Albuquerque, NM 87111
Wednesday Breakfast                                 (888) 742-6142
                                                    Fax (937) 865-1350
Premiere Conferencing                               brenda.castello@lexisnexis.com
Larry Jeffres, Director, Affinity Channel
1425 Summit Avenue, Suite 202                       Holley Thompson, Senior Vice President, Marketing
Waukesha, WI 53188                                  9443 Springboro Pike
(800) 707-2084                                      Miamisburg, OH 45342
Fax (800) 707-1724                                  (800) 227-9597, ext. 1212
larry.jeffres@premconf.com                          Fax (937) 865-1350
www.premconfaffinity.com                            holley.thompson@lexisnexis.com
Thursday Breakfast                                  www.lexis-nexis.com
                                                    NCBP Executive Council, Alumni &
All NABE sponsors have contributed to the           NCBP Past Presidents Dinner
Welcome Reception on Tuesday. Sponsorship of        NCBP/NABE/NCBF Friday Joint Reception
NABE programs or activities does not in any way
constitute endorsement of products or services by   LexisNexis Martindale-Hubbell
NABE.                                               Paul A.F. Gazzolo, Chief Operating Officer
                                                    R. Michael Gibeault, Vice President, Ratings and
MBC appreciates the sponsors of our                 Strategic Development
Thursday Night Welcome Reception                    Louis F. Duffy, Senior Vice President (Retired)
                                                    121 Chanlon Road
ACBA Services, Inc.                                 New Providence, NJ 07974
David Blaner, Chief Executive Officer               (908) 665-3577
400 Koppers Building                                Fax (908) 771-8742
436 Seventh Avenue                                  michael.gibeault@martindale.com
Pittsburgh, PA 15219                                NCBP/NABE/NCBF Friday Joint Luncheon
(412) 261-6161
Fax (412) 261-3622
www.acba.org                                        NCBF thanks our sponsor for its generous
                                                    contribution.
Rimkus Consulting Group, Inc.
Frank Culbertson, President and CEO                 Aetna
Patrick Worsham, Marketing Manager                  Tonya Affricano, Admin. Unit Head
Eight Greenway Plaza                                151 Farmington Avenue
Suite 500                                           Hartford, CT 06156
Houston, TX 77046                                   (860) 273-0256
(713) 621-3550                                      Fax (860) 273-0356
Fax (713) 623-4357                                  affricanot@aetna.com
www.expert@rimkus.com                               www.aetna.com


                                                                                                       5
                                                                                   A Note From the Presidents
Dear Bar and Foundation Leaders:

We welcome you to the midyear meetings of the National Association of Bar Executives, the National Conference of Bar
Presidents and the National Conference of Bar Foundations, February 7-12, 2005. This booklet contains information about
programming sponsored jointly by NABE, NCBP and NCBF, as well as sessions individually sponsored by each group.

Joint programming is on Friday, February 11, and begins with the plenary session, "Taking the Pulse of the Legal Profession."
During the past four years, the ABA has conducted research to reveal new developments in the profession. Plenary presenter
and ABA Market Research Director Laura Metzger will share aspects of the research that can help decision-makers as they con-
sider member benefits and services and how to optimize use of bar resources.

After the plenary, workshops will address several topics of interest to bar and foundation leaders - staff and executives.
Following the workshops, recipients of the Outstanding Law Day Awards, the Judge Edward R. Finch Law Day Speech Award
and the Louis M. Brown Awards will be recognized at our joint luncheon. Also at the luncheon, Salt Lake City high school stu-
dents will participate in a model demonstration of curricular activities tied to the ABA Dialogue on the American Jury Project.
This project is part of the ABA's yearlong effort to increase public awareness about our nation's jury system. ABA President
Robert J. Grey Jr. and Utah Supreme Court Chief Justice Christine M. Durham will be among the presenters. In the afternoon,
NCBP registrants will attend a general session featuring regional conference reports and roundtable discussions, while the
Metropolitan Bar Caucus hosts a "Fireside Chat Plenary" where metro bar officers and executives will discuss topics impacting
their associations. NCBF programming will focus on partnering with non-bar organizations and grant writing tips for effective
proposals.

The joint activities for the three groups conclude with the NCBP/NABE/NCBF Joint Reception at the Utah Museum of Fine
Arts, an elegant venue that houses a collection of more than 15,000 works of art from around the world.

NABE, NCBP and NCBF also will conduct separate programming designed for their specific memberships. NABE's program-
ming will kick off with the Administration and Finance Section's Salt Palace Workshop. An extra layer of workshops has been
added on Wednesday and Thursday, allowing members to attend sessions addressing an impressive array of association man-
agement issues. NCBP sponsored programming on Saturday will feature ABA President Robert J. Grey Jr. as well as quick takes
on several "hot" topics, including the Gramm-Leach-Bliley Act appeal, the gatekeeper initiative, GATS and ABA governance.
NCBF will explore how to start a planned giving program for your bar foundation, how to ensure compliance with IRS rules
and regulations and will host roundtable discussions.

Please review the program booklet and familiarize yourself with the range of programming available at this meeting. Also con-
tained in this booklet are the names of our gracious sponsors, as well as the board and committee members of all three organ-
izations. We are grateful to all of them for their generosity and hard work.

We hope that you'll enjoy Salt Lake City, whether you are partaking of winter sports or simply enjoying the culture and histo-
ry of the locale. And at the end of your visit, we hope you'll return to your bar organizations having learned a host of infor-
mation from your colleagues to help you meet your association's or foundation's management and strategic objectives.

Sincerely,

Anne Fritz
NABE President

Hon. Douglas S. Lang
NCBP President

Jerome J. Shestack
NCBF President


   6
                                                      NABE/NCBP/NCBF Program Schedule

Monday, February 7, 2005
NABE ADMINISTRATION & FINANCE SALT PALACE WORKSHOP
3:30 p.m. - 5:00 p.m.
NABE Registration
North Foyer, Lower Level
5:00 p.m. - 7:00 p.m.
NABE Salt Palace Workshop Reception
Room 250 D/E/F Foyer, Upper Level
Join the A&F Section in raising a glass to our generous exhibitors and to all those who toil away in
the salt mine, AKA your bar association.



Tuesday, February 8, 2005

7:00 a.m. - 5:00 p.m.
NABE/NCBP/NCBF Joint Registration
North Foyer, Lower Level

7:30 a.m. - 8:15 a.m.
NABE Salt Palace Workshop Continental Breakfast
Room 251 A, Upper Level
Grab a quick nosh with friends before you begin a day of sharing ideas and experiences in
human resources, administration and budget and finance.


8:15 a.m. - 9:30 a.m.
Preparing Your Bar Association for the Future: If You Fail to Plan, You Plan to Fail
Room 251 B/C, Upper Level
Keep your bar association relevant to members by preparing for the future. Do you have the
right people, funding and resources? What should you be looking for and where should you be
trying to go? We promise practical tips you can take back home to create your own future.
Speakers:
Stuart Forsyth, Los Angeles, CA, Executive Director, Los Angeles County Bar Association
Matt Silverman, Phoenix, AZ, Director of Communications, State Bar of Arizona




                                                                                                       7
                                                                       Tuesday, February 8, 2005

9:45 a.m. - 11:00 a.m.
First Concurrent Session
The Impact of New Auditing Issues & FASB Rules on Non-Profits
Room 250 D, Upper Level
Even non-profit organizations have been faced with increased audit scrutiny as a result of the level
of fraud and thievery in the corporate world. In this seminar, the audit partner for the Utah State
Bar will discuss some of the new audit testing and procedures that his firm employs with not-for-
profit clients.
Speaker:
Mark W. Stevens, Salt Lake City, UT, AERS Director, Deloitte & Touche LLP
From Discussions to Reality
Room 250 E, Upper Level
Learn how the plans are moving along for the Bar Alliance association management software
consortium, being designed to meet your needs.
Speaker:
Toby Brown, Salt Lake City, UT, Director of Communications, Utah State Bar
The Ins and Outs (and Ups and Downs!) of Employment Laws
Room 250 F, Upper Level
Do you know the top 10 reasons that employers get sued? This session will provide information on
recent developments in employment law and practical tips to help you avoid getting caught off guard.
You won't want to miss this opportunity to learn how you can manage your association
within the law in this interactive program.
Speaker:
Lois Baar, Salt Lake City, UT, Partner, Janove Baar Associates, LC
11:00 a.m. - 11:15 a.m.
NABE Salt Palace Workshop Exhibitor Transfer Break
Room 250 D/E/F Foyer, Upper Level
Enjoy another cup of coffee and remember to thank the exhibitors who have contributed to this
workshop.
11:15 a.m. - 12:30 p.m.
Second Concurrent Session
Developing and Implementing a Responsible Investment Policy
Room 250 D, Upper Level
Many bars have significant amounts of funds available for investing beyond their current fiscal year.
This seminar will explore writing or reviewing an investment policy statement and provide assistance
in managing your bar's assets. Many consultants use a three-step process of investment policy writ-
ing, investment manager selection, and ongoing quarterly reporting reviews to ensure wise manage-
ment of your available reserves.
Speaker:
Mike R. Bostler, Milwaukee, WI, Senior Consultant, Alpha Investment Group, LLC

 8
                                                                     Tuesday, February 8, 2005

Profiles in Courage: The Successful Selection and Implementation of Software in Your
Association
Room 250 E, Upper Level
We have all experienced the momentous task of selecting and implementing association manage-
ment and accounting software packages. Bar personnel will share ideas (and warnings) to help your
bar association do more than just survive the process.
Moderator:
Janis C. Jerman, New Britain, CT, Director of Administration & Finance and Bar Counsel,
Connecticut Bar Association
Speakers:
Rick Bannister, Columbus, OH, Assistant Executive Director, Ohio State Bar Association
Al Wilcox, Washington, DC, Director of Operations, District of Columbia Bar

So Now You're a Recruiter? Successful Strategies for Interviewing, Hiring and Evaluating
Your Employees
Room 250 F, Upper Level
Hiring and retaining the right people has become more challenging than ever before. Working in
nonprofits, we sometimes find it even more difficult to compete for talent in the marketplace. This
session will offer practical tips you can use right away to help your organization be a success in
identifying, selecting and evaluating your employees.
Speaker:
Colleen McManus, SPHR, Phoenix, AZ, Director of Human Resources, State Bar of Arizona

Noon - 4:00 p.m.
NABE Board of Directors Meeting
Salt Lake City Marriott Downtown, Solitude Room, 1st Floor

12:30 p.m. - 1:45 p.m.
NABE Salt Palace Workshop Lunch
Room 251 A/D, Upper Level
Lunch becomes a fiesta with this south-of-the-border buffet and your section friends.

1:45 p.m. - 2:00 p.m.
NABE Salt Palace Workshop Exhibitor Transfer Break
Room 250 D/E/F Foyer, Upper Level
Be sure to extend your thanks to our exhibitors for their support of the Administration & Finance
Section.




                                                                                                    9
                                                                        Tuesday, February 8, 2005


2:00 p.m. - 3:15 p.m.
Third Concurrent Session

True Confessions of an IRS Representative
Room 250 D, Upper Level
One of the most popular seminar experiences in recent years is the opportunity to interact, ques-
tion, and discuss "real" issues related to UBIT, for-profit subsidiaries, foundations, and more with a
representative from the IRS. We are currently working with the Internal Revenue Service to have a
representative from their local office who is knowledgeable on the topics that affect not-for-profit
organizations.
Invited Presenter:
Local IRS Representative to be announced


The Bold and the Beautiful: Facilities Management Professionals from the Cleanest, Safest
Bars Tell All!
Room 250 E, Upper Level
Conditions in bar association offices affect staff and multitudes of visitors. The obligations to staff
and to visitors may differ. Facilities management professionals will discuss various topics, including
legal requirements, tips for providing a productive work environment, asset management, and other
facilities management issues.
Speakers:
Jeffery L. Campbell, Ph.D., Provo, UT, Chair of the Facilities Management Program,
Brigham Young University
Lincoln Mead, Salt Lake City, UT, IT Administrator, Utah State Bar
Representative of the Utah State Department of Facilities Construction & Management to be announced


Pushing the Envelope - Employee Relations Strategies for When Your Employees Push
Back!
Room 250 F, Upper Level
Handling employee relations issues can sometimes be like walking in a minefield, particularly for
those who are not full-time Human Resources practitioners. Do you know how to address your
employees' issues and concerns? Would you like an opportunity to discuss specific employee
situations and get feedback on how they should ideally be handled? You won't want to miss this
session!
Speakers:
Janis C. Jerman, New Britain, CT, Director of Administration & Finance and Bar Counsel,
Connecticut Bar Association
Colleen McManus, SPHR, Phoenix, AZ, Director of Human Resources, State Bar of Arizona




10
                                                                      Tuesday, February 8, 2005

3:15 p.m. - 3:30 p.m.
NABE Salt Palace Workshop Exhibitor Transfer Break
Room 250 D/E/F Foyer, Upper Level
Be sure to extend your thanks to our exhibitors for their support of the Administration &
Finance Section.

3:30 p.m. - 4:30 p.m.
NABE Salt Palace Workshop Bull & Beer Session
Room 251 B, Upper Level
Tables will be marked by discussion topic to facilitate interaction among attendees.


4:00 p.m. - 5:30 p.m.
NABE Communications Section Executive Council Meeting
Salt Lake City Marriott Downtown, Executive Boardroom, 2nd Floor

4:30 p.m. - 5:30 p.m.
NABE First-time Attendee and New Member Orientation
Salt Lake City Marriott Downtown, Brighton/Snowbird, 2nd Floor
This informal session will enable you to connect with your bar association colleagues and learn more
about NABE. Begin building your NABE network in a relaxed atmosphere!
Sponsored by Legal Directories Publishing Company, Inc.
5:00 p.m. - 5:30 p.m.
NABE Program Committee Meeting
Salt Lake City Marriott Downtown, Alta, 2nd Floor

5:30 p.m. - 7:00 p.m.
NABE Welcome Reception
Salt Lake City Marriott Downtown, Sundance, 1st Floor
It’s Fat Tuesday - that anything-goes holiday where the focus is on fabulous food and drink. NABE
will get your evening started, thanks to our generous Midyear Meeting sponsors. Come, join the
fun... you don’t need to be in New Orleans to celebrate Mardi Gras!
Sponsored by all NABE sponsor companies

7:30 p.m.
NABE First-time Attendee and New Member Dinner
Sky Bar, 20 S. 400 West, (801) 530-1313
First-timers will mix with NABE veterans and ABA staff to continue to build networks and
knowledge, two key benefits of NABE membership.
Sponsored by Legal Directories Publishing Company, Inc.




                                                                                                11
                                                                   Wednesday, February 9, 2005
7:00 a.m - 4:15 p.m.
NABE/NCBP/NCBF Joint Registration
North Foyer, Lower Level
7:45 a.m. - 8:45 a.m.
NABE Committee & Forum Breakfast Meetings
Ballroom A/C, Lower Level
Check the table labels and join your committee or forum for breakfast.
Sponsored by ABA Members Retirement Program and the Center for Civic Education

8:45 a.m. - 9:15 a.m.
Welcome to Salt Lake City, Introductions and Announcements
Ballroom B/D, Lower Level
Anne Fritz, Memphis, TN, President, NABE
Introduction of First-time Attendees
Sandra Cousins, Tulsa, OK, Chair, NABE Membership Committee

9:15 a.m. - 10:45 a.m.
Selling Your Ideas in the First Two Minutes
Ballroom B/D, Lower Level
In reality, every moment counts when you are in front of an audience… be it a client, your boss, a
committee or a speaking engagement at a conference like the Midyear Meeting. This program will
take your communication skills to the next level in a highly interactive, fun session. You will uncover
the secrets of the pros.
More specifically, you will learn:
         * how to capture the attention of your listeners in the first two minutes so that they pay
           attention to your entire presentation;
         * how to establish trust and credibility; and
         * how to address the listeners' needs immediately through a core message.
Being a strong business communicator is critical to any association executive. Knowing how to
deliver messages so that people understand and are motivated to take action is not a "nice to have"
skill; it is an essential one.
Speaker:
Judy Filek, Long Grove, IL, President, Impact Communications, Inc.
Sponsored by LexisNexis

10:45 a.m. - 11:15 a.m.
NABE Sponsor Networking Break
North Foyer, Lower Level
Be sure to stop by our sponsors’ exhibits to thank them for their support and learn more about their
services.




12
                                                                   Wednesday, February 9, 2005

11:15 a.m. - 12:15 p.m.
First Session of NABE Concurrent Track Programs
2005 Legal Roundup: Corralling New Issues For Associations
Room 250 D, Upper Level
Between federal and state legislation and other decisions impacting the nonprofit sector, it is time to
bring yourself up to date on the numerous, cutting-edge issues facing your association. One ever-
changing set of issues involves the wonderful world of cyberspace from faxing to e-mailing and
everything in between. Use and abuse of intellectual property, including copyrights and trademarks,
are always problematic for the association trying to manage its volunteers and events. Penalties for
violating federal antitrust laws have been significantly increased. Learn what has been happening in
the legal environment and how your organization may be impacted.
Speaker:
William E. Walters, Denver, CO, Director and Shareholder, Walters & Joyce, PC


Revitalizing Association Sponsorship
Room 250 E, Upper Level
So you've got the responsibility of finding sponsors for your association's events. Need a fresh
approach to identifying and attracting sponsors? This informative, yet entertaining seminar is a
NABE encore presentation and provides a new look at just what sponsorship is, why companies want
to sponsor events and some myths and mistakes regarding the selling of sponsorships. Attendees will
also receive a template for creating sponsor packages and constructive tips on marketing their event
to potential sponsors.
Speaker:
Bruce L. Erley, APR, Broomfield, CO, President, Creative Strategies Group

Champagne Services on a Beer Budget: Tips on How to Provide Great Services with Little
Time, Money, Staff
Room 250 F, Upper Level
Members are continuously demanding more for their dues dollars. All bars, regardless of size,
location, or status must find ways to offer more for less. It makes no difference if you are a voluntary
or mandatory bar, small or large - members want to know, "What else do I get?" This panel will
include staff from a local bar, state bar, mandatory bar and voluntary bar. They will share ideas in
the form of quick tips in a fast-paced program on some of the services they offer to members. Come
to learn about ideas for services that you can offer your members and how to do it for less.
Moderator:
Linda Oligschlaeger, Jefferson City, MO, Membership Services Director, The Missouri Bar
Panelists:
Jim Calloway, Oklahoma City, OK, Director of the Management Assistance Programs, Oklahoma Bar
Association
Rick Troy, Mt. Clemens, MI, Executive Director, Macomb County Bar Association
Pat Yevics, Baltimore, MD, Director of Law Office Management Assistance, Maryland State Bar Association
Jan Wade, St. Charles, IL, Executive Director, Kane County Bar Association


                                                                                                    13
                                                                      Wednesday, February 9, 2005
Membership Matters: What Members Want and How to Tell Them About It
Room 251 C, Upper Level
As bar staff, we know the world is moving fast. The Internet, technology, and the global economy are
constantly influencing our members’ professional and personal lives. In light of such rapid changes,
bar staff must know how to adjust their services and communication messages to illustrate member-
ship value. Our presenter, Sarah Sladek of Limelight Communications, will discuss how to "rethink"
your bar services for a stronger association as well as provide examples on how to communicate
value to your members.
Speaker:
Sarah Sladek, Maple Grove, MN, President, Limelight Communications
Presented by the NABE Communications Section


12:20 p.m. - 1:30 p.m.
NABE Buffet Luncheon and Meeting Opportunity
Ballroom A/C, Lower Level
Make a point to sit with a colleague you haven’t met before. Sharing experiences with peers triggers
fresh ideas and brings a new perspective to your career.
Sponsored by Iron Mountain Records Management

1:30 p.m. - 2:30 p.m.
Second Session of NABE Concurrent Track Programs
Managing Risk & Preventing Loss: Let’s Be Careful Out There!
Room 250 D, Upper Level
This program will review the ever-growing list of potential risks for your association and suggest
ways to minimize and reduce those risks. Nonprofit organizations are no longer “exempt” from
litigation. The courts are willing to find these entities liable just as they would a for-profit entity.
The abuses associated with the Enron scandal have led to new regulation and potential
legislation that does not differentiate between these entities. The IRS continues to focus on the
nonprofit world and even once-loyal employees have found ways to take off with some of the
cookie jar.
Speaker:
William E. Walters, Denver, CO, Director and Shareholder, Walters & Joyce, PC

HR Rx: The (Juris) Doctor Is In
Room 251 C, Upper Level
Salt Lake City employment lawyer Lauren I. Scholnick discusses the top ten recent changes in
employment law, proving, once and for all, that an ounce of prevention is worth a pound of cure.
Ms. Scholnick will provide practical pointers to inoculate your bar against poor HR practices before
they reach epidemic proportions. Topics include updates on Fair Labor Standards Act, sexual
harassment and disability discrimination, just to mention a few. Isn't it time your bar had a check
up?
Speaker:
Lauren Scholnick, Salt Lake City, UT, Founding Partner, Strindberg Scholnick & Chamness, LLC


14
                                                                    Wednesday, February 9, 2005

Fantastic Voyage into a Sponsor's Mind: Understanding the Sponsor Decision-Making
Process
Room 250 E, Upper Level
We hear their words, see their expressions and experience their reactions…but what is really going
on in the typical sponsor's mind? Bruce Erley, a consultant to various corporate sponsors, has
developed a unique insight into the internal thinking process that few of us ever see. As in the 1966
movie on which the title of this program is based, we'll miniaturize and be injected directly into a
sponsor brain, traveling to the creative right side to understand the subjective, altruistic reasons
behind a decision as well as the analytical left side to discover the dollars and "sense" of a yes or no.
And if there’s time, we might even visit their early childhood memories!
Speaker:
Bruce L. Erley, Broomfield, CO, President, Creative Strategies Group

How to Avoid Paying Sticker Price at Hotels: The Art of Negotiating
Room 250 F, Upper Level
Negotiating with a hotel, whether for annual meetings, section luncheons or international
conferences, can be a challenge for some or viewed as a hostile environment by others. What can
be negotiated? Do you have to sign the hotel's contract? How do you avoid walking away feeling
like you have just purchased a lemon for your bar? This session will explore these questions and
more as bar executives share negotiating skills and tips that have worked for them.
Speakers:
Dana Collier Smith, Denver, CO, Assistant Executive Director, The Colorado Bar Association
Barbara A. Earle, Austin, TX, Director of Annual Meeting, State Bar of Texas
Cozette Langenkamp, Austin, TX, Facilities Coordinator, State Bar of Texas
Eric A. Mann, Las Vegas, NV, Executive Director, Clark County Bar Association
Linda Oligschlaeger, Jefferson City, MO, Membership Services Director, The Missouri Bar


2:30 p.m. - 3:00 p.m.
NABE Sponsor Networking Break
North Foyer, Lower Level
Enjoy an afternoon snack and a chat with our sponsors. You can take a peek at your e-mail at the
cyber cafe and be sure to have your picture taken for the NABE pictorial directory.




                                                                                                      15
                                                                       Wednesday, February 9, 2005

3:00 p.m. - 4:00 p.m.
Third Session of NABE Concurrent Track Programs
Wisdom Begins in Wonder: Facilitated Discussion Sessions
Socrates said “wisdom begins with wonder.” If you’ve ever wondered how other bars get things
done, wondered whether anyone else has the same issues that you have or wondered what similar-
sized bars have in common with your bar, you’ll be on the road to wisdom after attending these
sessions. Join us for an afternoon of discussions, each broken out by membership size. Pick a size,
bring your questions and join in.

Local Bars
Room 250 D, Upper Level - Under 2,000 members
Helen Druce, Syracuse, NY, Executive Director, Onondaga County Bar Association
Room 250 E, Upper Level - Between 2,000 and 5,000 members
Susan Sowards, Nashville, TN, Executive Director, Nashville Bar Association
Room 250 F, Upper Level - Over 5,000 members
David Blaner, Pittsburgh, PA, Executive Director, Allegheny County Bar Association

State Bars
Room 251 C, Upper Level - Under 7,000 members
Diane Minnich, Boise, ID, Executive Director, Idaho State Bar Association
Room 251 A/D, Upper Level - Between 7,000 and 20,000 members
Thomas A. Pyrz, Indianapolis, IN, Executive Director, Indiana State Bar Association
Room 251 B, Upper Level - Over 20,000 members
George Brown, Madison, WI, Executive Director, State Bar of Wisconsin

3:00 p.m. - 5:00 p.m.
Web Cafe
North Foyer, Lower Level
The Communications Section's best-kept secret comes to NABE. Join us in the Web Cafe to
receive instant feedback on your bar's Web site. You can sign up in advance for an appointment
with a Web design/content expert to review your bar association's Internet home. These one-on-
one evaluations are an excellent way to get honest advice and direction from Web experts.
Computers provided by LexisNexis

4:00 p.m. - 5:00 p.m.
Know It All: Find the Answers to the Seven Great Wonders of the Bar World from the
ABA Divison for Bar Services
North Foyer, Lower Level
Before your very eyes, DBS staff members will uncover resources that you never knew existed.
Learn how to mine the DBS Web site to find your own informational nuggets and pick the brains
of DBS consultants and information specialists to find answers to your persistent questions. As for
the Seven Great Wonders...all will be revealed in Salt Lake City.


16
                                                                Wednesday, February 9, 2005
6:00 p.m. - 10:00 p.m.
NABE Olympics Party
The Gateway/Grand Hall, 90 South 400 West
You don’t need to be a speed skater to enjoy this Olympics extravaganza. All sporting events have
been tested and approved for both weekend warriors and couch potatoes. And, in between your
luge runs and ski jumps, you can enjoy winter noshes and a bevy of beverages. Music will be pro-
vided for those who prefer dancing to snowboarding. Meet in the lobby of the Salt Lake City
Marriott Downtown at 5:45 p.m. to catch a shuttle to the party.
Sponsored by MBNA America Bank


Thursday, February 10, 2005
7:00 a.m. - 5:30 p.m.
NABE/NCBP/NCBF Joint Registration
North Foyer, Lower Level

8:00 a.m - 9:00 a.m.
NABE General Breakfast
Ballroom A/C, Lower Level
NABE Administration and Finance Section Breakfast
Room 150 G, Lower Level
NABE Communications Section Breakfast
Room 150 A/B/C, Lower Level
As your mom would say, “You need to start your day with a wholesome breakfast.” Add some
friendly conversation and a jolt of java to turn wholesome into enjoyable.
Sponsored by Affiniscape, Inc., AON Affinity Insurance Services and Premiere Conferencing


8:00 a.m. - 9:00 a.m.
NCBP Executive Committee Meeting
Salt Lake City Marriott Downtown, Executive Boardroom, 2nd Floor

8:30 a.m. - 10:00 a.m.
NCBP Diversity Task Force Meeting
Salt Lake City Marriott Downtown, Solitude, 1st Floor

9:00 a.m. - 10:00 a.m.
NCBP Finance & Sponsorship Committee Meeting
Salt Lake City Marriott Downtown, Executive Boardroom, 2nd Floor




                                                                                                17
                                                                  Thursday, February 10, 2005
9:00 a.m. - 10:30 a.m.
NABE Plenary Session
Membership Management: Attracting, Keeping and Motivating Members
Ballroom B/D, Lower Level
Every membership organization is faced with the challenge of overcoming the "triple threat" of
changing lifestyles, shifting demographics and competition from the Internet or private companies,
and the 24-hour workday. In this session, you will learn how to identify the most important trends
in membership recruitment, service and retention. You will leave with dozens of ideas on how to
develop programs and services that will keep members interested and involved.
Speaker:
Mark Levin, CAE, CSP, Columbia, MD, President, BAI, Inc.
Sponsored by LexisNexis

10:00 a.m. - 11:00 a.m.
NCBP Membership Committee Meeting
Salt Lake City Marriott Downtown, Executive Boardroom, 2nd Floor

10:00 a.m. - 11:30 a.m.
NCBP Communications Committee Meeting
Salt Lake City Marriott Downtown, Solitude, 1st Floor
10:00 a.m. - 12:00 p.m.
NCBP Program Committee Meeting
Salt Lake City Marriott Downtown, Grand Ballroom A, 1st Floor

10:30 a.m. - 11:00 a.m.
NABE Sponsor Networking Break
North Foyer, Lower Level
Take advantage of your final opportunity to talk with our sponsors and have your picture taken for
the 2005 NABE pictorial directory.

11:00 a.m. - 12:00 p.m.
Fourth Session of NABE Concurrent Track Programs

Leadership Development - The Key to Your Association's Future
Room 250 D, Upper Level
The one thing that makes bar associations unique is the input and involvement of their volunteer
leaders. Unfortunately, today's schedule-challenged members seem to have less and less time for
leadership activities. In this session, you will take a look at what can be done to entice the
profession's leaders to become the bar associations' leaders, too.
Speaker:
Mark Levin, CAE, CSP, Columbia, MD, President, BAI, Inc.




18
                                                                     Thursday, February 10, 2005

How Do You Measure LRIS Success?
Room 250 E, Upper Level
We all want to know how our program compares to others. Panelists for this interactive session will
pose parameters for measuring the success of your LRIS and discuss some conventional
wisdom that is not so wise. Issues that will be discussed include: maintaining the balance of finances
and public service; how many lawyers does it take to...; and the standard policies and best practices
that provide the foundation to protect the integrity and earning power of your program.
Speakers:
Jane Nosbisch, Chicago, IL, Staff Counsel, ABA Standing Committee on Lawyer Referral & Information Service
Connie Pruitt, Tampa, FL, Executive Director, Hillsborough County Bar Association
Susan Sowards, Nashville, TN, Executive Director, Nashville Bar Association

Mistakes We Have Made
Room 250 F, Upper Level
Our panelists are well-known to most NABE members. Collectively, they represent almost a
century of bar association experience. The panelists will take a few minutes to share with the
audience some mistakes they have made and how they handled those situations or, in hindsight,
wished they had handled them differently. Most of the program will be interactive with the panelists
responding to questions posed by the audience. Come and take advantage of the collective
wisdom of this impressive panel of bar executives.
Speakers:
Beth Carmichael, Birmingham, AL, Executive Director, Birmingham Bar Association
Allan Head, Cary, NC, Executive Director, North Carolina Bar Association
Kenneth D. Klein, St. Louis, MO, Executive Director, The Bar Association of Metropolitan St. Louis


Technology Audits: The Only Audits You'll Ever Ask For!
Room 251 B, Upper Level
Is the idea of having your own IT staff up there with winning the lottery? Do you find managing
technology issues with limited staff and resources harder than herding cats? In the age of firewalls,
spam, hackers, worms and crashes, managing technology and ensuring the security of your data
and operations is more important than ever. For those with limited resources, these tasks can seem
daunting. Fear not, for this session will feature professional advice designed to help you realize
your possibilities and limitations, set and achieve IT priorities and, yes, even sustain them.
Speaker:
Amy Bordogna Price, Lexington, KY, President and CEO, Pilgrim IT

12:00 p.m. - 1:30 p.m.
NABE Luncheon/Business Meeting
Ballroom A/C, Lower Level
You’ve fueled your brain; now fuel your body while the NABE leadership updates you on the
business of your association.
Sponsored by LexisNexis


                                                                                                       19
                                                                   Thursday, February 10, 2005
12:00 p.m. - 5:00 p.m.
NCBP Executive Council Meeting
Salt Lake City Marriott Downtown, Solitude, 1st Floor
1:30 p.m. - 2:30 p.m.
Fifth Session of NABE Concurrent Track Programs
To B or Not to B: Benefits and Their Role in Total Compensation
Room 250 D, Upper Level
Do you experience challenges in attracting and retaining employees? With the diversity of today's
workforce, benefits are becoming the most valuable component in a total compensation package.
This session will help you become more effective in planning, designing and managing your
employee benefit programs. Panelists will discuss traditional benefits, trends and non-traditional
benefits, requesting proposals and negotiating benefit packages for employees and members with
providers and brokers, and building value for your benefits package by utilizing internal and
external benefit surveys.
Speakers:
Gregory M. Derwart, Baltimore, MD, Director of Administration, Maryland State Bar Association
Lori L. Maher, Olathe, KS, CLE Director, Johnson County Bar Association
Colleen J. McManus, Phoenix, AZ, SPHR, Director of Human Resources, State Bar of Arizona
Marketing Your Bar Foundation to Your Members and the Community
Room 250 E, Upper Level
Do the members of your bar association know what your foundation does? Do they even know your
foundation exists? Are the citizens of your community or state aware of the charitable support your
foundation provides? Does your foundation help improve the image of the profession? Come and
learn what state and local bar foundations are doing to increase their visibility among members of
the bar and the communities they serve. Samples of printed materials and marketing plans will be
on display.
Speakers:
Larry Buxbaum, Minneapolis, MN, Executive Director, Hennepin County Bar Foundation
Sandra Cousins, Tulsa, OK, Executive Director, Tulsa County Bar Association
Charles R. Dunlap, Indianapolis, IN, Executive Director, Indiana Bar Foundation
Pauline Gee, Sacramento, CA, Past President, Foundation of the State Bar of California
Presented by the National Conference of Bar Foundations
When Your Volunteers Don't Score a "10" - Keeping Volunteers on Track
Room 250 F, Upper Level
Your chair wants to control everything; the committee members don't show up for meetings; your
volunteer is chronically unavailable. A panel of bar executives discusses guidelines for keeping vol-
unteers innovative and productive while operating within your organization's policies and guide-
lines.
Moderator:
Christine Cendagorta, Reno, NV, Executive Director, Washoe County Bar Association
Panelists:
Donna Fouste, Irvine, CA, Executive Director, Orange County Bar Association
 John A. Williamson Jr., Albany, NY, Associate Executive Director, New York State Bar Association

20
                                                                      Thursday, February 10, 2005
What Are RSS News Feeds and Why Does My Web Page Need Them?
Room 251 B, Upper Level
RSS news feeds are a hot item among certain groups of techies, but why should the rest of us care?
RSS can be used to push your web content out to many interested parties at very little cost. Bars
with limited budgets can use incoming RSS news feeds to provide free new web content that is
updated frequently. The beauty of RSS news feeds is that they move content instantly and
automatically with little effort after the initial setup. This session will convince you that everyone
needs familiarity with this new method of delivering online content.
Speakers:
Toby Brown, Salt Lake City, UT, Director of Communications, Utah State Bar
Jim Calloway, Oklahoma City, OK, Director of Management Assistance Program, Oklahoma State Bar
Lincoln Mead, Salt Lake City, UT, Information Technology Director, Utah State Bar
2:30 p.m. - 3:00 p.m.
NABE First-time Attendee Wrap-up Session
Room 250 E, Upper Level
First-timers, we need your feedback to help us plan for the next group of new attendees.
3:00 p.m. - 5:00 p.m.
NCBF Board of Trustees Meeting
Room 250 C, Upper Level
3:00 p.m. - 5:00 p.m.
Metropolitan Bar Caucus Executive Committee Meeting
Ken Knight Boardroom, Upper Level

4:00 p.m. - 5:30 p.m.
Legislative and Governmental Advocacy Update
Room 151 G, Lower Level
The new 109th Congress will debate many issues of vital concern to the legal profession and the
justice system. Learn more about these issues and what you, your bar association or ABA entity
can do to get involved. Additional "hot" issues will also be discussed. Refreshments will be served.
Cosponsored by the National Conference of Bar Presidents, National Association of Bar Executives,
ABA Section Officers Conference, ABA Young Lawyers Division, and the ABA Standing
Committee on Legal Aid and Indigent Defendants.
Moderator:
Robert D. Evans, Washington, DC, Associate Executive Director, American Bar Association and Director, ABA
Governmental Affairs Office
Panelists:
Robert J. Grey Jr., Richmond, VA, President, American Bar Association
Leo J. Jordan, West Orange, NJ, Chair, ABA Section on Tort and Insurance Practice Governmental Affairs
Committee
Terrence J. Lavin, Chicago, IL, Past President, Illinois State Bar Association and Member, ABA Standing
Committee on Medical Professional Liability
William O. Whitehurst, Austin, TX, Chair, ABA Standing Committee on Legal Aid and Indigent Defendants


                                                                                                      21
                                                                Thursday, February 10, 2005
5:00 p.m. - 6:30 p.m.
Metropolitan Bar Caucus (MBC) Welcome Reception
Marriott Salt Lake City Downtown, Sundance, 1st Floor
Although the temperature may be chilly outside, a warm welcome will be extended to all who
attend this festive gathering. MBC members, as well as NABE, NCBP and NCBF registrants, can
gather around the fireplace and enjoy casual conversation over cocktails and appetizers.
Admission is $25 at the door or by preregistration and includes two drink tickets. Additional
tickets may be purchased at the cash bar.
Sponsored in part by ACBA Services, Inc. and Rimkus Consulting Group, Inc.

5:30 p.m. - 6:30 p.m.
NCBF First-time Attendee Orientation
Room 251 A, Upper Level
7:00 p.m.
NCBF Thursday Night Dinner
Fleming's Prime Steakhouse and Wine Bar, 20 South 400 W. (at the Gateway), (801) 355-3704
Please join your NCBF colleagues for an evening of fine dining at Fleming's Prime Steakhouse and
Wine Bar. Hailed as one of Salt Lake City's premier restaurants, Fleming's provides a
contemporary take on the classic steakhouse. Chicken and seafood lovers will find plenty to
admire, as well. Please meet at 7 p.m. in the lobby of the Downtown Marriott so we can share
cabs. This special experience has been made possible through the generous sponsorship of Aetna.

7:00 p.m. - 10:00 p.m.
NCBP Executive Council, Council Alumni and NCBP Past Presidents Dinner
Cucina Toscana, 308 W. 300 South, Ste. 104, (801) 328-3463
Sponsored by LexisNexis
7:00 p.m. - 10:00 p.m.
Metropolitan Bar Caucus Executive Committee Dinner
Panini, 299 South Main Street, (801) 535-4300

Friday, February 11, 2005
7:00 a.m. - 5:00 p.m.
NABE/NCBP/NCBF Registration
North Foyer, Lower Level

7:15 a.m. - 8:15 a.m.
NCBP/NABE General Breakfast
Ballroom A/B/C/D, Lower Level

7:15 a.m. - 8:15 a.m.
NCBP First-time Attendee Breakfast
Room 150 G, Lower Level



22
                                                                          Friday, February 11, 2005
8:25 a.m. - 10:00 a.m.
Joint Meeting of the National Conference of Bar Presidents, National Association of Bar
Executives and the National Conference of Bar Foundations - Plenary Session
Ballroom F/H/E/G, Lower Level

      8:25 a.m. - 8:40 a.m.
      Welcome to Salt Lake City!
      Hon. Douglas S. Lang, Dallas, TX, President, National Conference of Bar Presidents
      Anne Fritz, Memphis, TN, President, National Association of Bar Executives
      Jerome J. Shestack, Philadelphia, PA, President, National Conference of Bar Foundations
      N. George Daines, Logan, UT, President, Utah State Bar
      James T. Blanch, Salt Lake City, UT, President, Salt Lake County Bar Association

      8:40 a.m. - 10:00 a.m.
      Taking the Pulse of the Legal Profession
      A major goal of every bar association is to meet the needs of its members. Since 2000, the
      ABA has conducted market research directed at both ABA member and non-member
      lawyers to identify emerging trends within the legal profession and the varying needs of
      lawyers in different stages of their careers. Our speaker will share those segments of the
      research that are applicable to all bar associations and help you think about member
      benefits and services and how the bar directs its resources.
      Speaker:
      Laura Metzger, Chicago, IL, Director, ABA Market Research

10:00 a.m. - 10:10 a.m.
Transfer Break

10:10 a.m. - 11:10 a.m.
First Session of Joint Concurrent Workshops

Joint Workshop 1A - Finding Out What Members Think and Need, and Acting On It
Room 250 A/D, Upper Level
Knowing who your members are, what they think and what they need is essential to a bar
association’s ability to serve its members. Our panel will discuss various means used by bar
associations to obtain and access that information - from surveys to focus groups - and how they
are using the data to strengthen their organizations.
Moderator:
James P. Nolan, Annapolis, MD, Member, NCBP Executive Council
Panelists:
Nancy J. Diehl, Detroit, MI, President, State Bar of Michigan
Helen Desmond McDonald, Providence, RI, Executive Director, Rhode Island Bar Association
Ronald R. Ward, Seattle, WA, President, Washington State Bar Association



                                                                                                   23
                                                                       Friday, February 11, 2005

Joint Workshop 2A - Are You Being Heard? Targeted Messages That Will Break Through
to Your Members
Room 250 B/E, Upper Level
In this digital age, bar association members and the public face daily "chatter" from legions of
sources bombarding them with endless "urgent" messages. In this challenging environment, how
does a bar association make sure its message gets through? Our three panelists will discuss different
ways to think about targeting messages and offer some approaches for breaking through the clutter.
Moderator:
Monty A. McIintyre, San Diego, CA, Member, NCBP Executive Council
Panelists:
Susan Andres, Montgomery, AL, Communications Director, Alabama State Bar
Michelle Behnke, Madison, WI, President, State Bar of Wisconsin
Stuart Forsyth, Los Angeles, CA, Executive Director, Los Angeles County Bar Association

Joint Workshop 3A - Redefining the Roles of Lawyers in Pro Se Litigation - Beyond Pro
Bono and Into the Marketplace
Room 250 C/F, Upper Level
While pro se litigation is frequently thought of as a problem, self-represented parties also provide
opportunities for lawyers willing to represent them on an unbundled basis. Frequently, however,
lawyers do not get involved because the rules of procedure and ethics create obstacles to providing
limited scope services. This workshop examines recent changes that clarify the lawyer's role in
unbundling services, as well as routes some states have taken to advance policies expanding the
legal marketplace by enabling limited scope of representation.
Moderator:
Mary T. Torres, Albuquerque, NM, Member, NCBP Executive Council
Panelists:
Michelle Cofield, Cary, NC, Director of Public Service and Pro Bono Activities, North Carolina Bar
Association
Hon. Lora J. Livingston, Austin, TX, Chair, ABA Standing Committee on the Delivery of Legal Services
Debra Moore, Salt Lake City, UT, Immediate Past President, Utah State Bar




24
                                                                        Friday, February 11, 2005

Joint Workshop 4A - Opportunities "After the Limelight" - A Public Health Partnership
Room 251 B/C, Upper Level
There is life after being bar president and many opportunities to capitalize on your leadership
skills. One such opportunity is Physicians and Lawyers for National Drug Policy (PLNDP), in
which physicians, lawyers, judges, medical organizations and bar associations harness the
resources of community coalitions to implement non-partisan, evidence-based reforms. The King
County Bar Association's drug policy project is just one example of the many ways in which bar
associations and their members can participate in this work. Come learn more about this impor-
tant professional partnership.
Moderator:
Howard Shalowitz, St. Louis, MO, Member, NCBP Executive Council
Panelists:
Kathleen Brady, MD, Ph.D., Charleston, SC, Co-chair, Leadership Council and Professor of Psychiatry,
Medical University of South Carolina
Robert T. Gonzales, Baltimore, MD, Past President, NCBP and Board Member, PLNDP
Roger Goodman, Seattle, WA, Director, Drug Policy Project, King County Bar Association



Joint Workshop 5A - Getting Your Members Involved in Fund Raising
Room 251 A/D, Upper Level
Are your board members fund raisers or fund razers? Board members should play a vital role in
the financial success of bar foundations. But some boards are more eager to shoulder that
responsibility than others. Hear the tricks and techniques used by our panel of executive
directors, who worked with their boards to achieve fund-raising success.
Speakers:
Lauren Larmer Barrett, Atlanta, GA, Executive Director, Lawyers Foundation of Georgia
Susan Pierson, Chicago, IL, Executive Director, Illinois State Bar Foundation
Briana Wagner, San Diego, CA, Executive Director, San Diego County Bar Foundation
Presented by the National Conference of Bar Foundations




11:10 a.m. - 11:20 a.m.
Transfer Break




                                                                                                       25
                                                                     Friday, February 11, 2005

11:20 a.m. - 12:20 p.m.
Second Session of Joint Concurrent Workshops

Joint Workshop 1B: Finding Out What Members Think and Need, and Acting On It
Room 250 A/D, Upper Level
(See description under 1A)

Joint Workshop 2B - Message Delivery Venues: How to Capitalize on Technology for
Effective Communications
Room 250 B/E, Upper Level
Technology offers great opportunities to provide information and the bar message to members
and bar leaders. Learn how others have implemented and utilized a variety of tools to communi-
cate in ways not possible even a few years ago, and get a glimpse of what the future may offer.
Moderator:
C. Joseph Holland, Iowa City, IA, Member, NCBP Executive Council
Panelists:
Toby Brown, Salt Lake City, UT, Director of Communications, Utah State Bar
Patience A. Burns, West Palm Beach, FL, Executive Director, Palm Beach County Bar Association
Harry Shipley, Des Moines, IA, Assistant Executive Director, Iowa State Bar Association

Joint Workshop 3B - IOLTA Update: The Bar's Role in Our Future
Room 250 C/F, Upper Level
More than 20 years ago, the organized bar in states across the country helped establish IOLTA
as an important new source of funding for legal services, law-related education, and administra-
tion of justice programs. Today, bar support remains a critical element in IOLTA's success, and
has an instrumental role to play in IOLTA's future. Updates on program funding and IOLTA
litigation will be provided, with primary focus on bar support for revenue enhancement efforts
and ample time for questions.
Moderator:
Richard J. Badolato, Roseland, NJ, Member, NCBP Executive Council
Panelists:
Jane E. Curran, Orlando, FL, Executive Director, The Florida Bar Foundation
Darrell E. Jordan, Dallas, TX, Chair, ABA Commission on IOLTA
William LaSorsa, Tulsa, OK, Immediate Past President, Oklahoma Bar Foundation
Harry Woods, Oklahoma City, OK, Immediate Past President, Oklahoma Bar Association




26
                                                                         Friday, February 11, 2005

Joint Workshop 4B - Five Quick Hitters: Membership-Building Programs You Can Take
Home
Room 251 B/C, Upper Level
Bar experts will each have 7 minutes to discuss their bar's successful membership-
building efforts including comprehensive member surveys, effective communications and
marketing tactics, and festive fund-raisers. Attendees will hear about different methods of recruiting
younger lawyers, senior lawyers and those who are not in the “mainstream” - district attorneys,
corporate counsel and law school faculty.
Moderator:
Carl D. Smallwood, Columbus, OH, President, Metropolitan Bar Caucus
Panelists:
Gary L. Klotz, Indianapolis, IN, Immediate Past President , Indianapolis Bar Assocation and Member,
Metropolitan Bar Caucus Executive Committee
Lawrence Martinez, San Diego, CA, Communications Director, San Diego County Bar Association
Rae Jean McCall, Kansas City, MO, Executive Director, Kansas City Metropolitan Bar Association and
Member, Metropolitan Bar Caucus Executive Committee
A. Gregory Ramos, Nashville, TN, Immediate Past President, Nashville Bar Association and Member,
Metropolitan Bar Caucus Executive Committee
Randall O. Sorrels, Houston, TX, President-elect, Houston Bar Association
Presented by the Metropolitan Bar Caucus



Joint Workshop 5B - How to Build Your Foundation's Endowment
Room 251 A/D, Upper Level
Endowment building is critically important for the long-term stability of your bar foundation.
With an established endowment, your foundation enhances its ability to plan for the future and
has some protection from funding trends that are outside of your control. During this session,
you will hear some practical advice on how to grow the endowment at your foundation.
Speakers:
Chris Newbold, Missoula, MT, Executive Director, Foundation Services, ALPS
Marion Smithberger, Columbus, OH, Executive Director, Columbus Bar Foundation
Presented by the National Conference of Bar Foundations




                                                                                                     27
                                                                     Friday, February 11, 2005
 12:25 p.m. - 2:00 p.m.
 NCBP/NABE/NCBF Joint Awards Luncheon and "Dialogue" Presentation
 Ballroom A/B/C/D, Lower Level
 Please join us as we honor recipients of the Outstanding Law Day Awards, the Judge Edward R.
 Finch Law Day Speech Award, and the Louis M. Brown Awards. Following the awards, we will
 present a prototype "Dialogue on the American Jury," featuring Salt Lake City high school stu-
 dents. As part of the ABA's year long effort to increase public awareness about the importance of
 our prized jury system, the ABA Commission on the American Jury has developed a Dialogue
 on the American Jury for use with high school students and community groups. This program
 builds upon the success of the "Dialogue on Freedom" program introduced by Justice Anthony
 Kennedy at the 2002 NCBP Midyear Meeting in Philadelphia. Copies of the Dialogue will be
 available for distribution, to facilitate replication in your community.
 Presenters:
 Hon. Christine M. Durham, Salt Lake City, UT, Chief Justice, Utah Supreme Court
 Robert J. Grey Jr., Richmond, VA, President, American Bar Association
 Manuel Sanchez, Chicago, IL, Co-chair, ABA Commission on the American Jury
 Sponsored by LexisNexis Martindale-Hubbell


 2:10 p.m. - 3:00 p.m.
 NCBF Workshop - Creating Partnerships with Non-Bar Organizations
 Room 250 E, Upper Level
 Collaboration is often the key to success in the non-profit world. When funds are limited,
 organizations find that combining financial resources, expertise and volunteer efforts can yield
 positive results. Hear from our presenters how their bar foundations have successfully partnered
 with outside organizations to benefit the communities they serve.
 Speakers:
 Tracy Daniel, Montgomery, AL, Executive Director, Alabama Law Foundation
 William G. Schneider Jr., Louisville, KY, Executive Director, Louisville Bar Foundation
 Dana Collier Smith, Denver, CO, Staff Director, Colorado Bar Foundation




28
                                                                           Friday, February 11, 2005

2:10 p.m. - 3:50 p.m.
NCBP State Bar Plenary: Regional Conference Reports and Topical Roundtables
Ballroom F/H/E/G, Lower Level
Representatives from each of the six state bar regional conferences will briefly report on issues
common to their geographical regions. Following the reports, bar leaders can join the discussion
of their choice, led by skilled and knowledgeable facilitators. Topics include: diversity initiatives,
funding of legal services, public perception, reciprocity and admission to practice, and regulatory
issues (UPL, pro hac vice).
Moderator:
Karol Corbin Walker, Newark, NJ, Member, NCBP Executive Council
Presenters:
New England Bar Association - Frederic S. Ury, Fairfield, CT, President, Connecticut Bar Association
Mid-Atlantic Bar Conference - Cornelius Helfrich, Bel Air, MD, President, Maryland State Bar Association
Great Rivers Bar Leaders Conference - Heather G. Sowald, Columbus, OH, President, Ohio State Bar
Association
Southern Conference of Bar Presidents - Charles J. Swayze Jr., Greenwood, MS, President, The Mississippi
Bar
Jackrabbit Bar Association - Keith Maristuen, Havre, MT, President, State Bar of Montana
Western States Bar Conference - Dale Carlisle, Tacoma, WA, Past President, Washington State Bar
Association


2:10 p.m. - 4:00 p.m.
Joint Meeting of the Consortium of Professionalism Initiatives and the NCBP
Professional Reform Initiative
Room 150 G, Lower Level


2:10 p.m. - 4:00 p.m.
Metropolitan Bar Caucus Fireside Chat Plenary
Marriott Salt Lake City Downtown, Sundance, Lobby Level
Inspired by FDR's informal, yet informative sessions with his constituents, MBC invites officers
and executives from metropolitan bars to spend an afternoon participating in roundtable discus-
sions about membership-building efforts, pro bono projects, non-dues revenue and other topics of
interest. Beer, soft drinks and snacks will be provided along with a fireplace.




                                                                                                           29
                                                                        Friday, February 11, 2005
 3:10 p.m. - 4:10 p.m.
 NCBF Workshop - Grant Writing Tips for Effective Proposals
 Room 250 E, Upper Level
 A grant application can be denied simply because the writer failed to be compliant with the fun-
 der's requirements. In this workshop, you will learn how to develop a Compliance Checklist to
 organize your proposal. On a simple checklist, you will capture all the information requested by
 the funder. This checklist will in turn help you develop your narrative, assemble the proposal
 according to the funder's requirements, and manage the proposal writing process. You'll be given
 a template for the Compliance Checklist so you can develop your own tailored version. Once
 you've used this process for "stripping" the grant application, you'll never go back to using a yel-
 low marker to highlight the funder’s requisites!
 Speaker:
 Shannon McBride, Ogden, UT, President, Consulting Connections, Inc.


 3:30 p.m. - 5:00 p.m.
 NABE Program Committee Meeting
 Ken Knight Boardroom, Upper Level


 4:00 p.m. - 5:30 p.m.
 NCBP Forum for Bar Leaders of Color
 Room 151 G, Lower Level
 This gathering offers bar leaders of color and other bar leaders interested in issues related to
 racial diversity an opportunity to network and discuss matters of common concern.

 6:00 p.m. - 8:00 p.m.
 NCBP/NABE/NCBF Reception
 Utah Museum of Fine Arts, 410 Campus Center Drive, (801) 581-7049
 Enjoy an evening of conversation, libations, and hors d'oeuvres as you take in the Utah Museum
 of Fine Arts' permanent collection as well as the special exhibit Jazz Legends: Photographs by
 Herman Leonard. For transportation to the reception, buses will pick up at the Salt Lake City
 Marriott Downtown, 100 South entrance. Buses will shuttle between the Marriott and the UMFA
 about every fifteen minutes beginning at 5:45 p.m. and continuing until 8:15 p.m.
 Sponsored by LexisNexis


 9:00 p.m. - 11:30 p.m.
 The Musical Bar Sing-along Redux
 Salt Lake City Marriott Downtown, Grand Ballroom B/C, 1st Floor
 Reprising their efforts in Atlanta, NCBP Council members Monty McIntyre, Michael Rubin and
 Howard Shalowitz will lead singers of all talent levels in song. Join the chorus on pop
 classics and American standards. Free admission and snacks, cash bar.



30
                                                                     Saturday, February 12, 2005

Saturday, February 12, 2005
7:30 a.m. - 11:00 a.m.
NABE/NCBP/NCBF Registration
North Foyer, Lower Level

7:50 a.m. - 8:50 a.m.
NCBP Breakfast
Ballroom A/B/C/D, Lower Level

8:00 a.m. - 9:00 a.m.
Metropolitan Bar Caucus Executive Committee Meeting
Room 150 F, Lower Level

9:00 a.m. - 11:00 a.m.
NCBP Plenary Session
Ballroom F/H/E/G, Lower Level

     9:00 a.m. - 9:20 a.m.
     ABA President Addresses the NCBP
     Presenter:
     Robert J. Grey Jr., Richmond, VA, President, American Bar Association

     9:20 a.m. - 9:40 a.m.
     Remarks from Senator Orrin Hatch (R-Utah), United States Senate (Invited)

     9:40 a.m. - 10:40 a.m.
     Quick Takes on Hot Topics
     A series of concise and incisive reports on current issues is brought to you by bar leaders
     from around the country.
     Moderator:
     Michael H. Rubin, Baton Rouge, LA, Member, NCBP Executive Council
     Topics:
     "Tattle on your Client? The Gatekeeper Initiative, the Patriot Act and Fincen"
     "Frankly My Dear, I Don't Give a Gramm: An Update on the Gramm-Leach-Bliley
     Appeal."
     "Three Three-Letter Words: GATS, FLC, and WTO - How International Trade
     Agreements Can Affect You and Your Bar."
     "ABA Day - What's In It For Me and My Bar?"
     "When it Reigns…An Update on ABA Governance"

     10:40 a.m. - 11:00 a.m.
     Business Meeting and Remarks
     Hon. Douglas S. Lang, Dallas, TX, President, National Conference of Bar Presidents

                                                                                                   31
                                                                     Saturday, February 12, 2005

NCBF PROGRAMMING
9:00 a.m. - 10:00 a.m.
How to Start a Planned Giving Program for Your Bar Foundation
Room 150 A/B/C, Lower Level
In this session, you will learn how to include planned giving in the many development func-
tions carried on in a small shop, including creating a culture that fosters planned gifts, market-
ing strategies, perpetuation of annual gifts and setting endowment goals, identification of the
most likely planned gift donors, and developing a proactive plan to work with the identified
individuals to encourage and close planned gifts.
Speaker:
Laura Hansen Dean, New Albany, IN, President/CEO, Community Foundation of Southern Indiana, Inc.

10:10 a.m. - 11:10 a.m.
Compliance with IRS Rules and Regulations
Room 150 A/B/C, Lower Level
This session will identify the major categories of state and federal reporting requirements for
501(c)(3) organizations, including charitable solicitation registrations, annual tax and corporate
filings, charitable gift acknowledgements and compliance with the "quid pro quo" rules for chari-
table contributions. Other issues include the new rules governing the contribution of vehicles
and intellectual property rights, acceptance and disposal of non-cash assets for which a qualified
appraisal was required, and state regulation of the issuance of charitable gift annuities. Your
questions are welcome.
Speaker:
Laura Hansen Dean, New Albany, IN, President/CEO, Community Foundation of Southern Indiana, Inc.

11:15 a.m. - 12:15 p.m.
Roundtable Discussions
Room 150 A/B/C, Lower Level
Join one group for a half-hour discussion, then move to another.
Governance, Schmovernance: Best Practices for Governance of Your Bar Foundation
and Why You Should Care
Robert Glaves, Chicago, IL, Executive Director, Chicago Bar Foundation
Your 990: Too Important to Leave to the Accountants
Linda Thompson Kohli, Columbus, OH, Executive Director, Ohio State Bar Foundation
Donor Recognition Techniques That Work
Andrew Prazuch, Washington, DC, Executive Director, American Immigration Law Foundation

12:20 p.m. - 1:15 p.m.
NCBF Lunch
Room 151 D/E/F, Lower Level



32
                                                      National Association of Bar Executives
2004-2005 NABE BOARD OF DIRECTORS                    ABA Staff Liaison
                                                     Jill Werner, Chicago, IL
President                                            Membership Coordinator
Anne Fritz                                           Maria Johnson, Chicago, IL
Executive Director, Memphis Bar Association
                                                     NABE Program Committee
President-elect
Thomas Edmonds                                       Chair
Executive Director, Virginia State Bar               John Norwine
                                                     Executive Director, Cincinnati Bar Association
Vice President                                       Vice Chair
Allan Head                                           Keith Norman
Executive Director, North Carolina Bar Association   Executive Director, Alabama State Bar

Secretary                                            Committee Members
Rodney Wegener                                       Emily Eastin, Columbus Bar Association
Chief Financial Officer, Oregon State Bar            Kimberly Farmer, Louisville Bar Association
                                                     Susan Jacobs, Indiana State Bar Association
Treasurer                                            Leah Johnson, South Carolina Bar
Evelyn Sullivan                                      KaLyn Laney, State Bar of Texas
Executive Director, Lancaster Bar Association        Carol Madeja, State Bar of California
                                                     Eric Mann, Clark County Bar Association
State Bar Directors                                  Yvonne McGhee, Fairfax Bar Association
Wanda Claiborne                                      Julie Rowe, Maine State Bar Association
Director of Meetings, Maryland State Bar             Abigail Shaine, Massachusetts Bar Association
Association (2005)                                   Barry Simpson, Pennsylvania Bar Association
Jane Schoenike                                       Dana Collier Smith, Colorado Bar Association
Executive Director, Nebraska State Bar Association
(2006)                                               Board of Directors Liaison
                                                     Thomas Edmonds, Virginia State Bar
Local Bar Directors
Susan Lengal                                         NABE Committee, Forum and Section Leaders
Executive Director, Akron Bar Association (2005)     Committees
Ann G. Scarle                                        Bylaws Committee
Executive Director, Baton Rouge Bar Association      Dwight Dinkla, Iowa State Bar Association, Chair
(2006)                                               Loretta Topey, Louisiana State Bar Association, Vice
                                                     Chair
Directors-at-Large                                   Chief Staff Executive Committee
Tim Hazen                                            David Blaner, Allegheny County Bar Association,
Executive Director, Connecticut Bar Association      Chair
(2005)                                               Chris Manos, State Bar of Montana, Vice Chair
Jack Lockridge                                       Diversity Committee
Executive Director, Federal Bar Association (2006)   John Williamson, New York State Bar Association,
                                                     Chair
ABA House Delegate                                   Gini Silva, Albuquerque Bar Association, Vice Chair
Allen Kimbrough
Executive Director, State Bar of Nevada (2005)


                                                                                                       33
                                                   National Association of Bar Executives
Membership Committee                            Meetings, Seminars & Events Forum
Sandra Cousins, Tulsa County Bar Association,   Wanda Claiborne, Maryland State Bar Association, Chair
Chair                                           Linda Oligschlaeger, The Missouri Bar, Vice Chair
Yvonne McGhee, Fairfax Bar Association, Vice    Forum on Sections & Committees
Chair                                           Margaret Robinson, Oregon State Bar, Chair
Scholarship Committee                           Patience Burns, Palm Beach County Bar Association, Vice
Mary Corbitt, Monroe County Bar Association,    Chair
Chair                                           State & Local Bar Liaison Forum
Jean Bednarski, York County Bar Association,    Kalpana Yalamanchili, Ohio State Bar Association, Chair
Vice Chair                                      Pat Yevics, Maryland State Bar Association, Vice Chair
Sponsorship Committee
Sam Clinch, Nebraska State Bar Association,     Sections
Chair
Dana Collier Smith, Colorado Bar Association,   Administration & Finance Section
Vice Chair                                      Helen Druce, Onondaga County Bar Association, Chair
Surveys Committee                               Allen Kimbrough, State Bar of Nevada, Vice Chair
George Brown, State Bar of Wisconsin, Chair
Allen Kimbrough, State Bar of Nevada, Vice      Communications Section
Chair                                           Susan Andres, Alabama State Bar, Chair
Web Site/Knowledge Management                   Duane Stanley, Hennepin County Bar Association, Vice
Committee                                       Chair
Joe Conte, State Bar of New Mexico, Chair
Toby Brown, Utah State Bar, Vice Chair          Governmental Relations Section
                                                Matthew Hallisey, Connecticut Bar Association, Chair
Forums                                          Paul Hill, The Florida Bar, Vice Chair
Bar Member Services Forum
Linda Oligschlaeger, The Missouri Bar, Chair    NABE Past Presidents
Jim Calloway, Oklahoma Bar Association, Vice
Chair                                           1941-1943     *Emma E. Dillon, Trenton, NJ
Lawyer Referral & Information Service           1943-1944     *J. L.W. Henney, Columbus, OH
Forum                                           1944-1946     *Leland M. Cummings, Salt Lake City, UT
Sheree Swetin, San Diego County Bar             1946-1947     *John Mcl. Smith, Harrisburg, PA
Association, Chair                              1947-1949     *George H. Turner, Lincoln, NE
Janet Diaz, Houston Lawyer Referral Service,    1949-1950     *Milton E. Bachman, Lansing, MI
Vice Chair                                      1950-1951     *William J. Park, Austin, TX
                                                1951-1952      Philip S. Habermann, Madison, WI
                                                1952-1953     *John E. Berry, Albany, NY
                                                1953-1954     *Joseph B. Miller, Columbus, OH
                                                1954-1955     *Amos M. Pinkerton, Springfield, IL
                                                1955-1956     *William E. Pool, Austin, TX




34
                                                     National Association of Bar Executives

1956-1957   *Emma E. Dillon, Trenton, NJ                 2000-2001     Betty J. Braden, Madison, WI
1957-1958   Donald D. Molen, Denver, CO                  2001-2002     Diane O'Steen, Atlanta, GA
1958-1959   *John W. Shuart, Topeka, KS                  2002-2003     Thomas R. Tinder, Charleston, WV
1959-1960   *Joseph M. Larimer, Chicago, IL              2003-2004     Thomas A. Pyrz, Indianapolis, IN
1960-1961   *Kenneth Harris, Oklahoma City, OK
1961-1962   Wade F. Baker, Jefferson City, MO            * Deceased
1962-1963   *Henry H. Harned, Frankfort, KY
1963-1964   *Thomas C. Meyers, Minneapolis, MN           NABE Bolton Award for
1964-1965   *John H. Holloway, Portland, OR              Professional Excellence
1965-1966   R. Leland Hamilton, St. Louis, MO
1966-1967   *Alice O'Leary Ralls, Seattle, WA            1978 Wade F. Baker, Missouri
1967-1968   Marshall R. Cassedy, Tallahassee, FL         1979 Marshall Cassedy, Florida
1968-1969   *Stanley L. Johnson, Los Angeles, CA         1980 Lois M. McIlroy, Oklahoma
1969-1970   Alfred C. Schultz, Bismarck, ND              1981 Reginald T. Hamner, Alabama
1970-1971   *Madrid Williams, Macon, GA                  1982 *Joseph B. Miller, Ohio
1971-1972   *Fredrick H. Bolton, Harrisburg, PA          1983 John H. Dickason, Illinois
1972-1973   Francis J. Bolduc, Trenton, NJ               1984 Edward P. Smith, Rhode Island
1973-1974   Edward P. Smith, Providence, RI              1985 E.A. "Wally" Richter, Missouri
1974-1975   Kay M. Runyon, Minneapolis, MN               1986 Peter P. Roper, Pennsylvania
1975-1976   Eldon L. Husted, Phoenix, AZ                 1987 Alexander Lagusch, Ohio
1976-1977   John H. Dickason, Springfield, IL            1988 *Jack Lyle, Indiana
1977-1978   James I. Smith III, Pittsburgh, PA           1989 Katherine S. Bifaro, New York
1978-1979   Reginald T. Hamner, Montgomery, AL           1990 JoAnna Moreland, Texas
1979-1980   Peter P. Roper, Harrisburg, PA               1991 Marcia Poell Holston, Kansas
1980-1981   *Jack Lyle, Indianapolis, IN                 1992 Tom Brady, Ohio
1981-1982   G. Edward Friar, Seattle, WA                 1993 Edward M. Bonney, Maine
1982-1983   Robert N. DuRant, Columbia, SC               1994 Bobbie Lou Nailling-Files, Missouri
1983-1984   Nan Wilder, Phoenix, AZ                      1995 Theodore Stellwag, Pennsylvania
1984-1985   William J. Smith Jr., Baltimore, MD          1996 Paul V. Carlin, Maryland
1985-1986   Dalton W. Menhall, Trenton, NJ               1997 William J. Carroll, New York
1986-1987   Celene Greene, Lake Oswego, OR               1998 Diane O'Steen, Georgia
1987-1988   Bobbie Lou Nailling-Files, Kansas City, MO   1999 Kenneth Klein, Missouri
1988-1989   William J. Carroll, Albany, NY               2000 Elizabeth C. Price, Pennsylvania
1989-1990   Terrence M. Murphy, Chicago, IL              2001 Beth Keigher, New York
1990-1991   Edward M. Bonney, Augusta, ME                2002 Charles Turner, Colorado
1991-1992   John F. Harkness Jr., Tallahassee, FL        2003 Robert Craghead, Illinois
1992-1993   Theodore Stellwag, Harrisburg, PA            2004 Keith A. Birkes, Missouri
1993-1994   Paul V. Carlin, Baltimore, MD
1994-1995   Nancy A. Galloway, West Bloomfield, MI
1995-1996   Bruce Hamilton, Phoenix, AZ
1996-1997   Dennis P. Harwick, Seattle, WA
1997-1998   Keith A. Birkes, Jefferson City, MO
1998-1999   Katherine S. Bifaro, Buffalo, NY
1999-2000   Gilbert R. Campbell Jr., Nashville, TN




                                                                                                    35
                                      National Conference of Bar Presidents

2004-2005 NCBP EXECUTIVE COUNCIL       NCBP Liaison
                                       Pamela E. Robinson, Chicago, IL
Officers
                                       Communications Committee Liaison
President                              Kimberly Vann, Chicago, IL
Hon. Douglas S. Lang, Dallas, TX
                                       Member Services Coordinator
President-elect                        Beverley M. Ware, Chicago, IL
Lonnie J. Williams Jr., Phoenix, AZ
                                       NCBP Committees
Treasurer
Steven R. Sorenson, Ripon, WI          Communications Committee
                                       Monty McIntyre, San Diego, CA, Chair
Secretary                              John C. Cruden, Washington, DC
Kay H. Hodge, Boston, MA               Raymond T. (Tom) Elligett Jr., Tampa, FL
                                       Fred D. Gray, Tuskegee, AL
Immediate Past President               Guy N. Harrison, Longview, TX
Paul T. Moxley, Salt Lake City, UT     Paul Michael Hassett, Buffalo, NY

Council Members At-Large               Finance/Sponsorship Committee
Terms Expiring in 2005                 Steven R. Rorenson, Ripon, WI, Chair
Herbert Franks, Marengo, IL            Michael Rubin, Baton Rouge, LA
Fred D. Gray, Tuskegee, AL             James P. Nolan, Annapolis, MD
Barbara J. Howard, Cincinnati, OH      Kay H. Hodge, Boston, MA
Michael H. Rubin, Baton Rouge, LA
Mary T. Torres, Albuquerque, NM        Membership Committee
                                       Barbara J. Howard, Cincinnati, OH, Chair
Terms Expiring in 2006                 Tom Bolt, St. Thomas, VI
C. Joseph Holland, Iowa City, IA       M. Ellen Carpenter, Boston, MA
Monty A. McIntyre, San Diego, CA       Herbert Franks, Marengo, IL
James A. Nolan, Annapolis, MD          Edwin Harnden, Portland, OR
Howard A. Shalowitz, St. Louis, MO     Jack Hickey, Miami, FL
Gloria J. Sturman, Las Vegas, NV       Judson Scott, Pleasanton, CA
                                       Gloria J. Sturman, Las Vegas, NV
Terms Expiring in 2007
Richard J. Badolato, Roseland, NJ
Tom Bolt, St. Thomas, VI
Guy N. Harrison, Longview, TX
A. Thomas Levin, Mineola, NY
Karol Corbin Walker, Newark, NJ

Ex Officio
Robert J. Grey Jr., Richmond, VA
Carl D. Smallwood, Columbus, OH




36
                                                   National Conference of Bar Presidents

Nominating Committee                                NCBP Organizational Members
Paul T. Moxley, Salt Lake City, UT, Chair           (as of January 6, 2005)

Program Committee                                   ALABAMA
Lonnie J. Williams, Jr., Phoenix, AZ, Chair         Alabama State Bar
Richard J. Badolato, Roseland, NJ                   Birmingham Bar Association
David P. Bobzien, Reston, VA                        Mobile Bar Association
Dale L. Carlisle, Seattle, WA
William M. Corrigan Jr., St. Louis, MO              ALASKA
C. Joseph Holland, Iowa City, IA                    Alaska Bar Association
Kelly Overstreet Johnson, Tallahassee, FL
A. Thomas Levin, Mineola, NY                        ARIZONA
Monty A. McIntyre, San Diego, CA                    State Bar of Arizona
Michael W. McKay, Baton Rouge, LA                   Maricopa County Bar Association•
James P. Nolan, Annapolis, MD
Michael H. Rubin, Baton Rouge, LA                   ARKANSAS
Dee-Dee Samet, Tucson, AZ                           Arkansas Bar Association
Howard A. Shalowitz, St. Louis, MO
Steven R. Sorenson, Ripon, WI                       CALIFORNIA
Charles J. Swayze Jr., Greenwood, MS                State Bar of California
Amy Dunn Taylor, Houston, TX                        Alameda County Bar Association
Mary T. Torres, Albuquerque, NM                     Beverly Hills Bar Association•
Frederic S. Ury, Fairfield, CT                      Contra Costa County Bar Association
Roseanne Lucianek, Chicago, IL, Ex Officio          Monterey County Bar Association
                                                    Orange County Bar Association•
Diversity Task Force                                Riverside County Bar Association
Mary T. Torres, Chair, Albuquerque, NM              San Diego County Bar Association
Jametta O. Alston, Providence, RI                   Santa Clara County Bar Association•
Amos W. Carty Jr., St. Thomas, VI
Linda R. Crump, Lincoln, NE                         COLORADO
Carla Lopez, Albuquerque, NM                        The Colorado Bar Association
Rosemary Maestas-Swazo, Albuquerque, NM             Boulder County Bar Association
Elaine Y. Ramirez, Albuquerque, NM                  The Denver Bar Association•
Eduardo Roberto Rodriguez, Austin, TX
Phil Sapien, Albuquerque, NM                        CONNECTICUT
Debra Scudiere, Morgantown, WV                      Connecticut Bar Association
Howard A. Shalowitz, St. Louis, MO                  Hartford County Bar Association
Gloria J. Sturman, Las Vegas, NV                    New Haven County Bar Association•
Karol Corbin Walker, Newark, NJ
                                                    DELAWARE
                                                    Delaware State Bar Association
NCBP thanks the members of the NCBP Program         DISTRICT OF COLUMBIA
Committee and the program producers for planning    The District of Columbia Bar
the NCBP Annual Meeting.                            The Bar Association of the District of Columbia
                                                    FLORIDA
                                                    The Florida Bar


                                                                                                 37
                                          National Conference of Bar Presidents

Hillsborough County Bar Association•      Bar Association of Montgomery County
Lee County Bar Association                Prince George’s County Bar Association

GEORGIA                                   MASSACHUSETTS
State Bar of Georgia                      Boston Bar Association
Atlanta Bar Association•
                                          MICHIGAN
HAWAII                                    State Bar of Michigan
Hawaii State Bar Association              Oakland County Bar Association

IDAHO                                     MINNESOTA
Idaho State Bar Association               Minnesota State Bar Association
                                          Hennepin County Bar Association
ILLINOIS                                  Ramsey County Bar Association
Illinois State Bar Association
The Chicago Bar Association•              MISSISSIPPI
DuPage County Bar Association             The Mississippi Bar
                                          Hinds County Bar Association
INDIANA
Indiana State Bar Association             MISSOURI
Evansville Bar Association                The Missouri Bar
Indianapolis Bar Association•             The Kansas City Metropolitan Bar Association
                                          Bar Association of Metropolitan St. Louis•
IOWA                                      Springfield Metropolitan Bar Association
The Iowa State Bar Association
Polk County Bar Association•              MONTANA
                                          State Bar of Montana
KANSAS
Kansas Bar Association                    NEBRASKA
Johnson County Bar Association            Nebraska State Bar Association
Wichita Bar Association                   Omaha Bar Association

KENTUCKY                                  NEVADA
Kentucky Bar Association                  State Bar of Nevada
                                          Clark County Bar Association
LOUISIANA                                 Washoe County Bar Association
Louisiana State Bar Association
Baton Rouge Bar Association•              NEW HAMPSHIRE
New Orleans Bar Association•              New Hampshire Bar Association

MAINE                                     NEW JERSEY
Maine State Bar Association               New Jersey State Bar Association
                                          Mercer County Bar Association
MARYLAND
Maryland State Bar Association            NEW MEXICO
Bar Association of Baltimore City, Inc.   State Bar of New Mexico



38
                                                          National Conference of Bar Presidents

NEW YORK                                                   SOUTH CAROLINA
New York State Bar Association                             South Carolina Bar
Bar Association of Erie County•                            Greenville County Bar Association
The Association of the Bar of the City of New York•        Richland County Bar Association
New York County Lawyers' Association•
Onondaga County Bar Association•                           SOUTH DAKOTA
Weschester County Bar Association                          State Bar of South Dakota

NORTH CAROLINA                                             TENNESSEE
North Carolina Bar Association                             Tennessee Bar Association
Wake County Bar Association/10th Judicial District Bar•    Knoxville Bar Association
                                                           Memphis Bar Association
NORTH DAKOTA                                               Nashville Bar Association•
State Bar Association of North Dakota
                                                           TEXAS
OHIO                                                       Austin Bar Association•
Ohio State Bar Association                                 Dallas Bar Association•
Akron Bar Association                                      El Paso Bar Association
Cincinnati Bar Association•                                Houston Bar Association•
Cleveland Bar Association                                  Jefferson County Bar Association
Columbus Bar Association•                                  Tarrant County Bar Association•
Cuyahoga County Bar Association
Toledo Bar Association•                                    UTAH
Trumbull County Bar Association                            Utah State Bar

OKLAHOMA                                                   VERMONT
Oklahoma Bar Association                                   Vermont Bar Association
Tulsa County Bar Association•
                                                           VIRGINIA
PENNSYLVANIA                                               Virginia State Bar
Allegheny County Bar Association                           The Virginia Bar Association
Berks County Bar Association                               Norfolk & Portsmouth Bar Association
Bucks County Bar Association                               The Bar Association of the City of Richmond•
Chester County Bar Association                             Roanoke Bar Association
Dauphin County Bar Association                             Virginia Beach Bar Association
Bar Association of Lehigh County
Montgomery Bar Association                                 VIRGIN ISLANDS
Northampton County Bar Association                         Virgin Islands Bar Association
Philadelphia Bar Association•
                                                           WASHINGTON
PUERTO RICO                                                Washington State Bar Association
Puerto Rico Bar Association                                King County Bar Association

RHODE ISLAND                                               WEST VIRGINIA
Rhode Island Bar Association                               The West Virginia State Bar




                                                                                                          39
                                                    National Conference of Bar Presidents
WISCONSIN                                       NCBP Sustaining Fellows
State Bar of Wisconsin
                                                Michael John Aloi, Fairmont, WV
WYOMING                                         Robert Bonsignor, Medford, MA
Wyoming State Bar                               Duard D. Bradshaw, Akron, OH
                                                Bob Carlson, Butte, MT
NATIONAL BAR ASSOCIATIONS                       Arthur R. Carmody Jr., Shreveport, LA
                                                M. Joe Crosthwait, Midwest City, OK
American Association of Attorney-CPAs
                                                Thomas R. Curtin, Morristown, NJ
                                                Michael K. Demetrio, Chicago, IL
•Indicates membership in the Metropolitan Bar
                                                John A. Gaberino Jr., Tulsa, OK
Caucus
                                                Fred D. Gray, Tuskegee, AL
NCBP Sustaining Life Fellows                    Guy N. Harrison, Longview, TX
Laurel G. Bellows, Chicago, IL                  Norman E. Harned, Bowling Green, KY
James W. Durham, Media, PA                      Paul Michael Hassett, Buffalo, NY
Edwin A. Harnden, Portland, OR                  M. Joseph Holland, Iowa City, IA
David S. Houghton, Omaha, NE                    Barbara J. Howard, Cincinnati, OH
W. Seaborn Jones, Atlanta, GA                   Charles J.X. Kahwaty, Ridgewood, NJ
Linda A. Klein, Atlanta, GA                     Douglas S. Lang, Dallas, TX
Steven R. Sorenson, Ripon, WI                   A. Thomas Levin, Mineola, NY
Lonnie Williams Jr., Phoenix, AZ                William F. Looney Jr., Boston, MA
                                                Larry W. Morris, Alexander City, AL
NCBP Life Fellows                               Michael H. Rubin, Baton Rouge, LA
Tom Bolt, St. Thomas, VI                        Dee-Dee Samet, Tucson, AZ
Howard C. Coker, Jacksonville, FL               David W. Savage, Pullman, WA
Thomas R. Curtin, Morristown, NJ                Dennis L. Schrader, Georgetown, DE
Robert Egenolf, Santa Barbara, CA               Joseph L. Stone, Chicago, IL
Raymond N. Stella Erlach, San Francisco, CA     Gloria J. Sturman, Las Vegas, NV
John W. Frost II, Bartow, FL                    Michael A. St. Pierre, Warwick, RI
Herbert S. Garten, Baltimore, MD                Marna Tucker, Washington, DC
Kay H. Hodge, Boston, MA
David S. Houghton, Omaha, NE                    NCBP Past Presidents
William Looney Jr., Boston, MA
                                                1950         *Charles W. Pettingill, Greenwich, CT
Scott R. McMillen, Orlando, FL
                                                1951-1952    *Richard P. Tinkham, Hammond, IN
Paul T. Moxley, Salt Lake City, UT
                                                1952-1953    *Albert E. Jenner Jr., Chicago, IL
Paul C. Ney Jr., Nashville, TN
                                                1953-1954    *Arthur V. D. Chamberlain, Rochester, NY
John A. Tarrantino, Providence, RI
                                                1954-1955    *Archibald M. Mull Jr., Sacramento, CA
Cooper C. Thurber, Mobile, AL
                                                1955-1956    *Cecil E. Burney, Corpus Christi, TX
Donna Willard-Jones, Anchorage, AK
                                                1956-1957    *Arthur Littleton, Philadelphia, PA
Daniel E. Winfree, Fairbanks, AK




40
                                                       National Conference of Bar Presidents

1957-1958   *Glenn R. Jack, Oregon City, OR           1990-1991    *Samuel Williams, Los Angeles, CA
1958-1959   *Karl C. Williams, Rockford, IL           1991-1992    Marna S. Tucker, Washington, DC
1959-1960   *Edward G. Knowles, Denver, CO            1992-1993    Charles M. Thompson, Pierre, SD
1960-1961   *Joseph A. Ball, Long Beach, CA           1993-1994    Jack B. Middleton, Manchester, NH
1961-1962   *Earl F. Morris, Columbus, OH             1994-1995    Bert Z. Tigerman, Beverly Hills, CA
1962-1963   *Walter Allessandroni, Philadelphia, PA   1995-1996    Carole L. Worthington, Knoxville, TN
1963-1964   *Henry J. Te Paske, Orange City, IA       1996-1997    Joseph L. Stone, Chicago, IL
1964-1965   *Orison S. Marden, New York, NY           1997-1998    Robert C. Heim, Philadelphia, PA
1965-1966   *Gerald S. Snyder, Waukegan, IL           1998-1999    Stephen N. Zack, Miami, FL
1966-1967   *Theodore Voorhees, Philadelphia, PA      1999-2000    W. Seaborn Jones, Atlanta, GA
1967-1968   *Paul P. Ashley, Seattle, WA              2000-2001    Laurel G. Bellows, Chicago, IL
1968-1969   * Chesterfield H. Smith, Miami, FL        2001-2002    Robert T. Gonzales, Baltimore, MD
1969-1970   *Edward K. Pritchard, Charleston, SC      2002-2003    David S. Houghton, Omaha, NE
1970-1971   *W.O. Shafer, Odessa, TX                  2003-2004    Paul T. Moxley, Salt Lake City, UT
1971-1972   *Earl Q. Gray, Ardmore, OK                * Deceased
1972-1973   S. Shepherd Tate, Memphis, TN
1973-1974   F. Wm. McCalpin, St. Louis, MO
1974-1975   *Leonard S. Janofsky, Los Angeles, CA
1975-1976   Robert M. Landis, Philadelphia, PA
1976-1977   *Morris Harrell, Dallas, TX
1977-1978   Mark I. Harrison, Phoenix, AZ
1978-1979   Wm. Reece Smith, Tampa, FL
1979-1980   *James P. Connelly, Chicago, IL
1980-1981   Roger P. Brosnahan, Minneapolis, MN
1981-1982   Robert G. Pugh, Shreveport, LA
1982-1983   William H. Gates, Seattle, WA
1983-1984   Joseph M. Nolan, Newark, NJ
1984-1985   *George E. Bushnell Jr., Detroit, MI
1985-1986   William G. Paul, Bartlesville, OK
1986-1987   James R. Crouch, Las Cruces, NM
1987-1988   W. Stell Huie, Atlanta, GA
1988-1989   Richard William Austin, Chicago, IL
1989-1990   John J. Bouma, Phoenix, AZ




                                                                                                   41
                                                                            Metropolitan Bar Caucus

The Metropolitan Bar Caucus (MBC) is a sub-group of the National Conference of Bar Presidents (NCBP) that
seeks to address the interests and the concerns of major metropolitan bar associations throughout the United
States. Established in 1979 as the National Caucus of Metropolitan Bar Leaders, the organization became the
Metropolitan Bar Caucus in 1993. At annual and midyear meetings held in conjunction with the ABA and the
NCBP, the MBC presents programs exploring a variety of topics including pro bono activities, diversity, mem-
bership, financial issues facing metropolitan bars, community involvement and recruitment of young lawyers to
join and participate in metropolitan bars.


 Officers                                         MBC Past Presidents

 President                                        1979-1981      Jerome Bogutz, Philadelphia, PA
 Carl D. Smallwood, Columbus, OH                  1981-1982      George M. Burditt, Chicago, IL
                                                  1982-1983      Richard M. Coleman, Los Angeles, CA
 President-elect                                  1983-1984      John J. Curtin Jr., Boston, MA
 Amy Dunn Taylor, Houston, TX                     1984-1985      Herbert J. Belgrad, Baltimore, MD
                                                  1985-1986      Neal R. Sonnett, Miami, FL
 Secretary/Treasurer                              1986-1987      Sandra Schermerhorn, Kansas City, MO
 Timothy M. O’Mara, Williamsville, NY             1987-1988      Thomas Z. Hayward, Chicago, IL
                                                  1988-1989      Robert H. Rydland, Minneapolis, MN
 Immediate Past President                         1989-1990      David E. Rideout, Boston, MA
 Seth D. Kirschenbaum, Atlanta, GA                1990-1991      Nancy P. Gibbs, Seattle, WA
                                                  1991-1992      W. Seaborn Jones, Atlanta, GA
 Members at Large                                 1992-1993      James C. Wirken, Kansas City, MO
                                                  1993-1994      Laurel G. Bellows, Chicago, IL
 Terms Expiring in 2005                           1994-1995      Hon. Douglas S. Lang, Dallas, TX
 David A. Blaner, Pittsburgh, PA                  1995-1996      Hon. Rebecca A. Albrecht, Phoenix, AZ
 Raymond T. (Tom) Elligett Jr., Tampa, FL         1996-1997      John P. Driscoll Jr., Boston, MA
 Kimberly K. Farmer, Louisville, KY               1997-1998      Mark H. Tuohey III, Washington, DC
 Donna H. Fouste, Irvine, CA                      1998-1999      Paul M. Hassett, Buffalo, NY
 Monty A. McIntyre, San Diego, CA                 1999-2000      Alison L. Asti, Balitmore, MD
 Mark A. Shank, Dallas, TX                        2000-2001      Ralph C. "Red Dog" Jones, Dallas, TX
                                                  2001-2002      Stephen E. Chappelear, Columbus, OH
 Terms Expiring in 2006                           2002-2003      David M. Schraver, Rochester, NY
 Kim M. Boyle, New Orleans, LA                    2003-2004      Seth D. Kirschenbaum, Atlanta, GA
 Gary L. Klotz, Indianapolis, IN
 Rae Jean McCall, Kansas City, MO
 Yvonne McGhee, Fairfax, VA
 A. Gregory Ramos, Nashville, TN
 Carolyn B. Witt, New Haven, CT


 MBC Staff Liaison
 Kimberly Vann, Chicago, IL




42
                                                    National Conference of Bar Foundations
2004-2005 NCBF BOARD OF TRUSTEES                     Pauline Gee
                                                     Office of the Attorney General, Sacramento, CA
President
Jerome J. Shestack                                   Robert Glaves
Wolf, Block, Schorr and Solis-Cohen, LLP             Executive Director, Chicago Bar Foundation
Philadelphia, PA                                     Chicago, IL

President-elect                                      Crystal Hartley McMeekin
Doris Huffman                                        Executive Director, Birmingham Bar Foundation
Executive Director, Nebraska State Bar Foundation    Birmingham, AL
Lincoln, NE
                                                     E. Marie Queen
Treasurer                                            Executive Director, Pennsylvania Bar Foundation
Barbara Bratton                                      Harrisburg, PA
Executive Director, Dallas Bar Foundation
Dallas, TX                                           Susan M. Pierson
                                                     Executive Director, Illinois Bar Foundation
Secretary                                            Chicago, IL
Andrew J. Prazuch
Executive Director, American Immigration Law         William G. Schneider Jr.
Foundation                                           Executive Director, Louisville Bar Foundation
Washington, DC                                       Louisville, KY

Immediate Past President                             Blake Tartt
Linda L. Thompson Kohli                              Beirne Maynard Parsons LLP
Executive Director                                   Houston, TX
Ohio State Bar Foundation
Columbus, OH                                         Steven T. Walther
                                                     Walther Key et al
Trustees                                             Reno, NV
Nick Andreeff
Akron Bar Association Foundation                     Robert L. Weinberg
Akron, OH                                            President, Foundation of the Bar Association of
                                                     the District of Columbia
Lauren Larmer Barrett                                Arlington, VA
Executive Director, Lawyers Foundation of Georgia
Atlanta, GA

Sandra Cousins
Executive Director, Tulsa County Bar Foundation
Tulsa, OK

Charles R. Dunlap
Executive Director, Indiana Bar Foundation
Indianapolis, IN




                                                                                                       43
                                                 National Conference of Bar Foundations

Trustees Emeritus                             NCBF Past Presidents
Howard Braverman, Springfield, IL
Alexander D. Forger, New York, NY             1977-79        *William R. Van Aken, Cleveland, OH
Rodney H. Grove, Evansville, IN               1979-81        Thomas G. Gonser, Chicago, IL
Herndon P. Jeffreys Jr., Richmond, VA         1981-83        Herndon P. Jeffreys, Jr., Richmond VA
Jerry Lastelick, Dallas, TX                   1983-85        *Gordon Sinykin, Madison, WI
William A. Martin, North Little Rock, AR      1985-87        Rodney H. Grove, Evansville, IN
Merrily Munther, Boise, ID                    1987-88        *C. Harker Rhodes Jr., Chicago, IL
*Colonel C.E. Ransick, Little Rock, AR        1988-89        Donna C. Willard, Anchorage, AK
Maurice Reuler, Denver, CO                    1989-90        Jack B. Middleton, Manchester, VT
*Gordon Sinykin, Madison, WI                  1990-91        Merrily Munther, Boise, ID
*William R. Van Aken, Cleveland, OH           1991-92        Howard Karman, Casa Grande, AZ
                                              1992-93        *Dermot S. McGlinchey, New Orleans, LA
*Deceased                                     1993-94        Jane E. Curran, Orlando, FL
                                              1994-95        Michael P. Gunn, Ballwin, MO
Ex Officio                                    1995-96        Hon. Robert H. Oliver, Fresno, CA
Joanne Martin                                 1996-97        Jerry Lastelick, Dallas, TX
Assistant Director, American Bar Foundation   1997-98        Marion Smithberger, Columbus, OH
Chicago, IL                                   1998-99        *Kathleen Schoene, St. Louis, MO
                                              1999-2000      Charles Thone, Lincoln, NE
                                              2000-2001      Dorothy M. Tucker, Ph.D., Los Angeles, CA
                                              2001-2002      Anne R. Yeakel, Dallas, TX
                                              2002-2003      Dee Miller Siegel, Encino, CA
                                              2003-2004      Linda L. Thompson Kohli, Columbus, OH

                                              *Deceased

                                              NCBF Staff Liaison
                                              Jill Werner, Chicago, IL

                                              Administrative Support
                                              Maria Johnson, Chicago, IL




44
                                       Future NABE/NCBP/NCBF Meetings



                              SAVE THE DATE
          2005                                      2007
        Annual                                    Midyear
       Chicago, IL                                Miami, FL

         NABE                                      NABE
     August 2-4, 2005                         February 6-8, 2007

         NCBP                                       NCBP
     August 4-6, 2005                         February 8-10, 2007

         NCBF                                       NCBF
     August 4-6, 2005                         February 8-10, 2007


         2006                                      Annual
       Midyear                                San Francisco, CA
    New Orleans, LA
                                                   NABE
          NABE                                 August 7-9, 2007
January 31-February 2, 2006
                                                   NCBP
         NCBP                                  August 9-11, 2007
    February 2-4, 2006
                                                   NCBF
         NCBF                                  August 9-11, 2007
    February 2-4, 2006

        Annual
      Honolulu, HI

         NABE
     August 1-3, 2006

         NCBP
     August 3-5, 2006

         NCBF
     August 3-5, 2006




                                                                    45
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