Handouts
Wednesday, July 29
Track 1B: The Best Resource You Probably Don’t Know Enough About: Lawyer Assistance Programs – More Important Than Ever
Two experienced executive directors of programs in Florida and Illinois will give an overview of lawyer assistance programs and explain how we can better use their services to help our members. And isn’t that what it’s all about?
MODERATOR | Patricia Yevics, Baltimore, MD | Director, Law Office Management Assistance, Maryland State Bar Association
SPEAKERS | Michael Cohen, Ft. Lauderdale, FL, Executive Director, Florida Lawyer Assistance;
Janet Piper Voss, Chicago, IL, Executive Director, Lawyers’ Assistance Program, Inc.
Track 1C: Here’s What Your Job REALLY Involves: Orienting Your Staff for Success!
A panel of bar association human resource professionals will share their perspectives on what makes a good staff orientation program and maybe share some not-so-wonderful experiences that could have been avoided with better planning.
MODERATOR | Cynthia Kuhn, Washington, DC, Director of Communications, District of Columbia Bar
SPEAKERS | Christine Kenedy, Portland, OR, Human Resources Manager, Oregon State Bar | Kathryn N. Wiley, Chicago, IL, Director of Human Resources, American Bar Association
Track 2A: Government Relations/Legislative Advocacy: Providing Value to Bar Associations and the Legal Community
This workshop will focus on how bar associations can effectively manage and market their government relations functions as a strategic asset and key benefit to members.
MODERATOR | Gail Stone, Seattle WA, Chair, NABE Government Relations Section, and Director, Justice and Diversity Initiatives, Washington State Bar Association
SPEAKERS | James Carney, Des Moines, IA, Lobbyist, The Iowa State Bar Association | Richard Montgomery, Baltimore, MD, Director of Legislative & Governmental Relations, Maryland State Bar Association | Don Philips, New Britain, CT, Government Relations Counsel, Connecticut Bar Association | William Weisenberg, Columbus, OH, Assistant Executive Director, Public Affairs & Government Relations, Ohio State Bar Association
Track 2C: Adobe Pro/Acrobat for Bar Professionals
Learn about the functionality built into the program that can help your bar association reduce reliance on paper and collect data more efficiently.
MODERATOR | John Morris Williams, Oklahoma City, OK, Executive Director, Oklahoma Bar Association
SPEAKER | Catherine Sanders Reach, MLIS, Chicago, IL, Director, American Bar Association Legal Technology Resource Center
Track 3A: Strategic Thinking: Why? What? How?
Learn how to apply strategic thinking to identify opportunities for growth, to maximize value to your
members, and to utilize untapped leadership potential as you survive and thrive amidst turbulent times.
MODERATOR | Mary Corbitt, Rochester, NY, Executive Director, Monroe County Bar Association & Foundation
SPEAKER | Margaret A. Sánchez, Rochester, NY, Prinicipal, Sánchez & Associates
Track 3B: The Future of CLE – Harnessing Social Media to Create Communities of Knowledge
This session will explore how concepts introduced by popular social media apps such as Facebook, Twitter, and YouTube can be
applied to CLE programs, both in-person and online. Follow the presenter on Twitter at Twitter.com/peachnewmedia.
MODERATOR | Trish Branam, Toledo, OH, Executive Director, Toledo Bar Association
SPEAKER | Johnson Cook, Smyrna, GA, Chief Operating Officer, Peach New Media (FastCLE.com)
Track 3C: Mitigating Financial Risks When the Economy is Tanking
Learn how to provide the right information to your board members so they can meet their financial duty of care; learn how to discuss, recognize and manage the risk factors of a poor economy.
MODERATOR | Nancy M. Roberson, Charlotte, NC, Executive Director, Mecklenburg County Bar and Mecklenburg Bar Foundation
SPEAKER | Lynda S. Tanner, CPA, Madison, WI, Chair, NABE Administration & Finance Section, and Assistant Executive Director, State Bar of Wisconsin
Thursday, July 30
Track 4A: Disaster Preparedness: The Best Laid Plans
This session will explore how others have managed through the rough times, share best practices, and otherwise help you to think about what would be necessary to prepare your bar staff—just in case.
MODERATOR | John Morris Williams, Oklahoma City, OK, Executive Director, Oklahoma Bar Association
SPEAKERS | James Calloway , Oklahoma City, OK, Director, Management Assistance Program, Oklahoma Bar Association | Loretta Larsen, CAE, New Orleans, LA, Executive Director, Louisiana State Bar Association | Patricia Yevics, Baltimore, MD, Director, Law Office Management Assistance, Maryland State Bar Association
Track 4B: Meetings 2.0: The Digital Dilemma
This session will provide useful tips, tools and resources to help your organization stay ahead of the curve to conduct successful meetings in the age of technology.
MODERATOR | Angela Weston, Augusta, ME, Deputy Executive Director, Maine State Bar Association
SPEAKERS | David A. Bohm, Cary, NC, Assistant Executive Director, North Carolina Bar Association | Terry Hill, Tallahassee, FL, Director of the Programs Division and CLE Director, The Florida Bar | Beth McMen, Chicago, IL, CLE Director, The Chicago Bar Association
Track 4C: …But he seemed like such a nice guy! How to Protect Your Bar from Fraud and Embezzlement
Presenter Edward McMillan is a certified public accountant who knows how to spot the warning signs. His presentation will give you the tools to make sure your bar’s assets are protected.
MODERATOR | Cynthia Kuhn, Washington, DC, Director of Communications, District of Columbia Bar
SPEAKER | Edward J. McMillan, CPA, CAE, Forest Hill, MD, Author and Non-profit financial management expert
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