Handouts

WEDNESDAY, FEBURARY 5, 2008:

Motivating the Benchwarmers
You don't need to motivate the top employee any more than you do the star running back. Those individuals were born to win. If you want to build a winner then you better find a way to inspire the back up lineman, the walk-on, and the guy who never gets off the bench. Those are the people who are ultimately going to get you over the top. Terry Bowden calls it the But For Rule: Getting each and every person in the organization to believe that but for their effort, but for their ability, but for their very job, we can not be successful.
Speaker: Terry Bowden,
Sponsored by LexisNexis

Cutting-Edge Electronic Communications: The Good, the Bad and the Ugly
From the creation of bar blogs to private members-only forums; from e-mail services for members to e-zines to CLE (and non-CLE) pod casts and web casts, bars are exploring new ways to communicate with their members and the public. Once you have created numerous methods for e-communications with members, how do you determine what message goes out in which media? This program will provide both positive and negative feedback from bar associations that implemented these new communication tools some time ago. You'll learn what worked and what didn't and hear some perspectives on what the future holds. Learn the points to cover as you discuss these new services with vendors, your committees/sections and the members.
Speakers: Jim Calloway, Oklahoma City, OK, Director, Management Assistance Program, Oklahoma Bar Association, and Mark Tarasiewicz, Philadelphia, PA, Director of Communications
Speaker: Colleen J. McManus, SPHR, Phoenix, AZ, Senior Director of Human Resources, State Bar of Arizona

Two Words Nobody Wants to Hear: Succession Planning
One of the hottest topics being discussed today in nonprofits is succession planning, but more than half of nonprofits nationwide have no succession plan. That should be on the mind of every executive director who wants his or her bar association to survive his or her departure. Succession planning can help bars avoid many problems when key staff members or the executive director leaves, including decreased contributions, decreased participation in activities, lack of direction and low morale among employees. What are the benefits and obstacles of good succession planning? How do you develop a plan and pave the way for key employees?
Speaker: Jeffrey R. Wilcox, CFRE, Long Beach, CA, President and Chief Executive Officer, Executive Consulting for the Nonprofit Sector, Inc.

Big Changes in CLE-And Why They Matter to You
Three guesses why continuing legal education is changing. If you answered "the Internet" to all three, you win the prize. But how exactly are these changes happening? What threats and opportunities do they pose for state and local bar associations? What will CLE look like in five or ten years, and how can your organization start adapting today? A former president of the Association for Continuing Legal Education and 25-year CLE veteran addresses these and other CLE issues.
Speaker: Mark Carroll, Philadelphia, PA, Director, Office of Electric and Print Publications, ALI-ABA

Setting the Stage: Building Your Board Through Orientation
Does your board know what their roles and responsibilities are when they walk into the board room? Are they clear on the difference between governance and management? Do you hear your members saying that they don't know something because they really haven't been on the board that long…and you've had three children since they've joined? You will learn how to have a highly interactive board orientation so that your new board members will hit the ground running with a high degree of clarity on what is expected of them.
Speaker: Carol Weisman, St. Louis, MO, President, Board Builders, Inc.

The Bar Association Audit: Tips and Techniques for Making The Most of It
Two experienced financial officers will provide insights into planning and preparing for an audit as well as how to guide the audit committee in providing meaningful oversight of the process. This session will highlight the new IRS requirements as well as essential forms, processes and procedures every organization must have in place. Questions such as "How often do we need an audit", "How often should the organization send out a Request for Proposals for an auditor," and "What do we do with the auditor's report" will be discussed.
Moderator: Rae Jean McCall, Kansas City, MO, Executive Director, Kansas City Metropolitan Bar Association Panel: Rodney Wegener, Lake Oswego, OR, Chief Financial Officer, Oregon State Bar
Kari Hartman, Indianapolis, IN, Assistant Executive Director, Indianapolis Bar Association

Introduction to Project Management Best Practices
Everything that we do is a project. Deadlines, deliverables and milestones. Being able to effectively communicate and understand how a project works, how to manage a project and more importantly how to complete a project are essential. Failed projects cost money. Successful projects enhance careers. Spend 90 minutes working with a premier San Francisco trainer and get some project management basics to take back with you to your bar.
Presenter: Harlan Kilmon, San Francisco, CA, Professional Development Specialist, LearniT

Board Retreats: How to Build It So They Will Come
This session will start with the hardest issue of any board retreat: How do you get your time-starved, billing-conscious board members to take some extra hours out of a crammed schedule to participate in a retreat. This interactive program will address reasonable expectations of what can be accomplished, whether to hire an outside facilitator, goal setting and much more.
Speaker: Carol Weisman, St. Louis, MO, President, Board Builders, Inc.

THURSDAY, FEBRUARY 7, 2008

Creating a Culture of Accountability
All organizations are asking this question: "What's the recipe for creating a culture of accountability in my organization?" No doubt at one time or another you've also wrestled with the range of approaches to that challenging question. Do you put in culture as the first ingredient, or do you measure what accountability standards are needed before you start? Finding the right recipe that works for you and your organization depends on two critically important ingredients. In this interactive and hands-on session, learn what those are and how you can develop the most effective recipe that works for you.
Speaker: Chris Arenas, Madison, WI, Marketing Instructor, Madison Area Technical College

Develop and Deliver Winning Presentations
Presentation skills can make the difference between reaching the top -- and staying there -- and being shown the door. This seminar will focus on specific strategies for engaging your audience in a variety of situations: Impromptu presentations to governing boards; on-the-fly encounters with key constituents; meetings to close the deal; and formal presentations to large groups. Takeaways will include practical guidance on how to:

• Read the audience and self-correct;
• Adapt when 3 minutes turns into 30 seconds
• Bring a large crowd to attention
• Make smart choices about presentation technology
• Develop a lasting connection with your audience.

Tech Timesavers: How To Do 90 Minutes of Work in 60 Minutes
Despite the overwhelming reality that handling paper is an inefficient waste of time, most offices are reluctant (or afraid) to eliminate or reduce their reliance upon paper. Learn how to reduce clutter and use software, often with the equipment and software your office already has, to work more efficiently.
Speaker: Daniel J. Siegel, Esq., Havertown, PA, President, Integrated Technology Services LLC

The Seven Deadly Survey Sins and How to Avoid Them
All associations want to know what their members want and if they are happy with their services. There is a right way and wrong way to ask the questions. And what do you do with the information once you get it? If you ask the questions, you are obligated to respond in some way. This session will address the issues of how to create a survey, how to distribute it, how to analyze the data and what to do with the information. A "must" session for any bar that really wants to know how to give its members what they want and need.
Speaker: Brian Koma, Dulles, VA, Vice President, Research Services, Vovici