Handouts

NABE Administration & Finance Workshop
Tuesday February 10, 2009

Generating Non-dues Revenue
How to encourage, develop and evaluate new opportunities. Presenters: Presenters: Rick Bannister & Whitney von Haam

Professional Development
From receptionists to ED – how to plan for career development & advancement including evaluating organizational roles/structure to meet changing demands in the workplace.
Presenters: Janis Jerman, Allen Kimbrough & Colleen McManus

Understanding Fiscal Responsibility
From Staff to Board Members – how to establish and encourage accountability for financial budgeting, reporting and results.
Presenters: Thomas Johnson, David Leonard & David Bohm

Running Effective Meetings
Learn how to prepare for a meeting, prevent digression, handle conflicts and many more tips to make your meeting more effective.
Presenters: George Brown & Nancy Roberson

A&F Policies every Bar Should Have
Development techniques to avoid cumbersome, time consuming and ineffective policies; creating buy-in to aid implementation.
Presenters: Loretta Larsen, Teresa Schmid & Madonna Vandeventer

NABE Midyear Meeting
Wednesday, Feburary 11, 2009

Track 1A: Whose Web Site is This Anyway? Perspectives on Web Content Management
This workshop will primarily focus on (1) who on staff manages web content or from whom do they obtain help; (2) who and what are bar associations focusing on; and (3) what functionality areas (i.e., dues/fee collections, CLE registration, etc.) are being incorporated.
PANELISTS
Barbara Beauchamp, Albany, NY, Web Site Editor, New York State Bar Association Dan Kittay, Clifton Park, NY, Owner, Kittay New Media Imelda Reveles, Denver, CO, Director, Internet & Technology Department, Colorado Bar Association Dana Collier Smith, Denver, CO, Assistant Executive Director, Colorado Bar Association Anna Zanolli, Tigard, OR, Information Design & Technology Supervisor, Oregon State Bar

Track 1C: Attracting and Retaining Outstanding Staff with Market-Based Compensation Systems
With staff compensation as one of the largest single items in bar association budgets, it is critical to manage those dollars effectively. Attracting and retaining the best people available in a competitive marketplace requires a compensation system that makes sense. Are you struggling to attract good talent? Are you plagued with turnover when your staff receives more lucrative offers? Are you offering competitive pay for the work performed? Does your bar association have a logical career path that gives staff an opportunity to grow? And finally, have some of your positions become too highly compensated as a result of years of percentage increases without a salary ceiling? Judith E. Stein of Quatt Associates has
worked with numerous non-profit organizations to develop compensation systems that are both fair and realistic.
SPEAKER: Judith E. Stein, Washington, DC, Senior Principal, Quatt Associates

Track 1D: Bar Executives Address What’s New, What’s Now and What’s Next in Diversity
Top executives of minority and specialty bar associations will offer their perspectives on what’s new in terms of diversity trends and their bars’ initiatives. Panelists will also discuss successes and challenges with managing presidential initiatives, leading bar-to-bar collaboration, developing programmatic partnerships, meeting national office goals through the help of local chapters, and otherwise managing the expectations of their members. In addition, they will share what’s next in public outreach and education, membership trends, legislative and advocacy priorities, and strategies for engaging younger constituencies.
MODERATOR
Carl G. Cooper, Pittsburgh, PA, Diversity Consultant; Member, American Bar Association Diversity Center SPEAKERS
Vicky DiProva, Chicago, IL, Executive Director, National Association of Women Lawyers Maurice Foster, Washington, DC, Interim Executive Director, National Bar Association (Invited) D’Arcy Kemnitz, Washington, DC, Executive Director, National Lesbian & Gay Law Association Tina R. Matsuoka, Washington, DC, Executive Director, National Asian Pacific American Bar Association Marisel Morales, Washington, DC, Executive Director, Hispanic National Bar Association (Invited)

Track 2A: The Wizards behind the Curtain: Web Technology Management
All bar associations regardless of size have (or should have) web sites. This session will address the difficulties for bar associations in managing the technical aspect of their everexpanding Web sites. It will focus on keeping the site secure, protecting and creating members only areas, site search capability, database management and content management. Speakers will represent a small local bar, a voluntary state bar and a mandatory state bar. Attendees will get ideas about how to best manage the technical aspects of their web sites.
SPEAKERS David Drager, West Chester, PA, Manager of IT, Chester County Bar Association Steven Dunn, Springfield, IL, Director of IT, Illinois State Bar Association

Track 2B: The Future of Civic Education
Bar associations play a significant role in implementing programs and otherwise supporting law-related, civic education initiatives in partnership with local schools through youth courts, mock trials, and other citizenship education programs. Panelists will discuss the priorities for education policy reforms, as well as new programs and resources on the horizon. This session will also address the effectiveness of youth courts, mock trials and other well-known programs, and share successes of new partnerships with diversity pipeline initiatives, at-risk youth programs, and teacher institutes across the states.
MODERATOR: Mabel C. McKinney-Browning, Chicago, IL, Director,American Bar Association, Division for Public Education | PANELISTS: Lee Arbetman, Silver Spring, MD, Acting Executive Director, Street Law, Inc. | Roger Desrosiers, Boston, MA, Massachusetts State Coordinator, “We the People: The Citizen and the Constitution,” Center for Civic Education | Peter Levine, Medford, MA, Research Director, Tisch College of Citizenship and Public Service, Tufts University, and Steering Committee Member, Campaign for the Civic Mission of Schools | Robert Paolini, Montpelier, VT, Executive Director, Vermont Bar Association

Track 2D: Coaching for Success: Energizing & Empowering Staff & Volunteers
Empowering leadership (knowing when and how0; the magic of "response-ability;" and delegating for results will be the three focal points of this workshop designed for managers and chief staff executives
SPEAKER: Margaret Sanchez, Rochester, NY, Principal, Sanchez & Associates

Track 3D: Building Bridges: Managing Conflict in the Workplace
This session will focus on framing complaints or requests known as DESC Scripting -- a useful technique for managers/supervisors and individuals; practicing writing a script for specific conflict scenarios and creating an action plan; and determining what is needed across cultures and generations.
SPEAKER: Margaret Sanchez, Rochester, NY, Principal, Sanchez & Associates

Thursday, August 7, 2008

Track 4B: Finding and Training Leaders – the Good, the Bad & the Ugly
Our panelists will share their methods and experiences (the good, the bad and the ugly!) for developing and selecting section and committee leaders, orienting leaders including the board and the incoming president, and then diplomatically managing busy bar leaders’ schedules and tips to help you have a good bar year working with your leaders every year!
MODERATOR: Catharine Maher, Dallas, TX, Executive Director, Dallas Bar Association, PANELISTS: Paul Carlin, Baltimore, MD, Executive Director, Maryland State Bar Association Patricia Graham, Fort Worth, TX, Executive Director, Tarrant County Bar Association Diane O’Steen, Atlanta, GA, Executive Director, Atlanta Bar Association Richard Page Jr., Boston, MA, Executive Director, Boston Bar Association

Track 4D: Working 9 to 5 – Or Not
With gas prices fluctuating and the economy is in a downslide, is your bar association offering alternative work schedules? Have you considered the possibility and thought it would result in personnel issues or present a morale problem for staff who must be in the office 5 days a week? Would you like to offer some flexibility to your staff but not sure how to write the policy? Join a panel of NABE members who can share some pitfalls to avoid and distribute policies that are working. There will also be discussion from panelists who have successfully implemented policies on telecommuting and other forms of flexible scheduling. Come prepared to make this an interactive program.
MODERATOR: Colleen McManus, Phoenix, AZ, Senior Director for Human Resources, State Bar of Arizona PANELISTS: Janis Jerman, New Britain, CT, Associate Executive Director, Connecticut Bar Association Ann Scarle, Baton Rouge, LA, Executive Director, Baton Rouge Bar Association Lynda Tanner, Madison, WI, Assistant Executive Director, State Bar of Wisconsin

Discussion C: Association Survival in a Downturn Economy
Making sure that your association is not tied to the dock during the receding tide represented by the current unstable economy. Items to help you effectively manage your association (and your governing board) during this uncertain time. What trends are you tracking within your association, and alternately, within local businesses and your state overall? Bring your ideas and questions with you.
SPEAKERS: David A. Bohm, Cary, NC, Assistant Executive Director, North Carolina Bar Association, Mary Corbitt, Rochester, NY, Executive Director, Monroe County Bar Association & Foundation