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2019 NCBP Annual Meeting Program
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Your bar is unique and serves a purpose that only it can provide. But your membership base has changed over the years. Has your bar changed with it? Has it stayed relevant to its audience? The 2019 NCBP Annual Meeting will show you how to be extraordinary and keep your bar relevant.
Unless otherwise noted, all sessions and events will take place at the Hilton Union Square, 33 O'Farrell St, San Francisco, CA.

Click here to register for the meeting. 



7:45 AM – 6:00 PM
NABE/NCBP/NCBF Meeting Registration
East Lounge, Ballroom Level
Closed for lunch from 12:15pm – 1:15pm

10:00 AM – 12:00 PM
NCBP Program Committee Meeting
Union Square 17-18, 4th Floor

12:00 PM – 2:00 PM
NCBP Executive Council Meeting
Union Square 21, 4th Floor

2:10 PM - 3:10 PM
NCBP 1st Timers Event
Continental Ballroom 7/8, Ballroom Level
Please attend this event if this is your first NCBP conference! Get to know bar leaders from across the country, and hear what’s happening at the 2019 NCBP Midyear Meeting. Meet NCBP leaders to learn about the organization and opportunities to be involved.

3:10 PM - 3:15 PM
Transfer Break

3:15 PM - 4:00 PM 
NCBP Joint Committee Meetings
Continental Ballroom 2/3, Ballroom Level
All NCBP committee members, including members of the 21st Century Lawyer, Communications, Diversity & Inclusion, Finance & Investment, Membership, Metro Bar Caucus, and Sponsorship committees, are invited to join their fellow committee members during this round-robin meeting. Interested in joining an NCBP committee? Then you are welcome to come and visit with committee members, too!

3:15 PM - 4:00 PM 
NCBP Metro Bar Caucus Committee Meeting
Continental Ballroom 1, Ballroom Level

4:00 PM - 4:05 PM
Transfer Break

4:05 PM - 5:20 PM
Thursday Afternoon Plenary - The Bar as a Navigator
Continental Ballroom 4, Ballroom Level
The globalization of the profession and new technologies are requiring lawyers to work differently, and legal services to be provided differently. Hear from industry experts on what bars can do right now to make the profession easier to navigate, without blowing up the whole system, and help create rule changes for today on which bar associations and lawyers can find agreement.

Fredric S. Ury
, Fairfield Connecticut, Past President, Connecticut Bar Association and Past President, NCBP
William Henderson
, Bloomingon, IN, Professor of Law, Indiana University Mauer School of Law
Ian McDougall
, New York, NY, Executive Vice President and General Counsel, LexisNexis
Jayne Reardon
, Chicago, IL Executive Director, Illinois Supreme Court Commission on Professionalism

5:20 PM - 5:30 PM
Transfer Break

5:30 PM - 6:30 PM
NCBP Joint Welcome Reception
Golden Gate 2-5, Lobby Level
Join new friends and old as we start the 2019 NCBP Annual Meeting at the Welcome Reception. NCBP attendees, NABE joint meeting attendees, and NCBF attendees will receive two free drink tickets. Light appetizers and a non-alcoholic specialty drink will also be served before you enjoy a night in San Francisco. 
Sponsored by LexisNexis

7:30 PM - 10:30 PM
NCBP Council and Council Alumni Dinner
Bistro Boudin, 160 Jefferson St, San Francisco, CA
Ticketed event—advance purchase required
Sponsored by LexisNexis



7:45 AM - 5:00 PM
Meeting Mindfulness Room - Open All Day!

Continental Ballroom 1, Ballroom Level
Come early to start your day centered. Or stop in any time throughout the day to re-focus and re-energize. The Mindfulness Room will be open all day, providing you a quiet space to gather your thoughts; it will also be a sharing space providing information on mindfulness for those who stop in, and allowing you to share your thoughts on wellness resources and what your bar is doing to help your members achieve wellness.

8:30 AM - 5:00 PM
NABE/NCBP/NCBF Meeting Registration
East Lounge, Ballroom Level
Closed for lunch from 12:15pm – 1:15pm

8:30 AM - 5:00 p.m.
NCBP Nominating Committee
Union Square 25, 4th Floor

8:45 AM - 9:15 AM
Welcome & Introductions
Continental Ballroom 4, Ballroom Level
NCBP President Jennifer Parent will welcome you to San Francisco, with the help of the NABE and NCBF presidents, and the presidents of the California Lawyers Association and the Bar Association of San Francisco. NCBP Sponsors will also be introduced before starting our day of programming.
Jennifer Parent, Manchester, NH, President, National Conference of Bar Presidents
Julie Armstrong, Indianapolis, IN, President, National Association of Bar Executives
Andrea Stone, Houston, TX, President, National Conference of Bar Foundations
Heather Linn Rosing, CITY, CA, President, California Lawyers Association
Doris Cheng, San Francisco, President, Bar Association of San Francisco


9:15 AM - 10:30 AM
Opening Plenary - Leadership Today for a Dynamic Bar World
Continental Ballroom 4, Ballroom Level
Do you want to leave a legacy of an extraordinary bar? Join renowned speaker and author Katy Goshtasbi as she takes us on a fun journey by inspiring, teaching and entertaining to help us grow as bar leaders. Katy will be our guide in a transformation journey helping us to open our vision to see other possibilities for ourselves and our bars/foundations.

Katy Goshtasbi, San Diego, CA, CEO, Puris Consulting

10:30 AM - 11:00 AM
Sponsorship Break & NCBP Clinic
Continental Ballroom 2/3, Ballroom Level
Support NCBP's generous sponsors and take a break in the sponsor room. Enter for your chance to win some great raffle prizes. Also join us in the sponsor room to meet one-on-one with bar leader experts during the NCBP Clinic; or browse the NCBP Bookstore to see three titles that will be on sale during the sponsor breaks.

11:00 AM - 12:00 PM
First Set of Joint Workshops

Workshop 1A: Strategies to Help You Navigate Mandatory Bar Challenges
Golden Gate 2/3, Lobby Level
Join us as we gather to discuss the status of mandatory state bars.  This session will provide a brief update on the most recent legal challenges to mandatory bars, and then our panelists will offer suggestions to assist you as a bar leader facing these challenges. Do you know your bar's value proposition? Are you prepared to share your bar's value and mission with your members, the public and other key stakeholders? Come ready to answer these questions and more for your bar.

Sabrina Barrett, Jefferson City, MO, Executive Director, The Missouri Bar
David M. Ross, Columbia, SC, South Carolina Bar

Workshop 2A: Maximize Income, Reduce Expenses With Non-Dues Revenue
Continental Ballroom 7/8, Ballroom Level
Non-dues revenue—CLE, advertising, sponsorships, events, etc.—are a significant part of bar association budgets.  Optimizing profits may be accomplished by staff efficiency, but volunteer boards must be creative and flexible in promoting long-standing events and programming and with new and innovative proposals. Panelists, covering non-dues policies, improving exposure and income; and making events profitable and attractive to current members, will engage attendees to find ways to maximize non-dues revenue for their bar organizations.
Sharon Stern Gerstman, Buffalo, NY, Past President, New York State Bar Association
Terri Bryant, Atlanta, GA, Executive Director, Atlanta Bar Association
Allison Goldmann, Chicago, IL, Director, ABA Leverage
Dan Kotin, Chicago, IL, Past President, Chicago Bar Association
Kathy Suchocki, Albany, NY, Senior Director, Continuing Legal Education and Law Practice Management, New York State Bar Association

Workshop 3A: Leading Well—Creating Wellness & Quality of Life at Your Bar
Imperial Ballroom B, Ballroom Level
How does a bar provide wellness strategies for its members as they face the pressures of the legal profession—from law school students, to new lawyers, to established attorneys? Through TED Talk-styled “Well Talks,” Leading Well will give you examples of bar associations’ innovative ideas to create wellness for their members. Through and discussion and discovery, you might just walk away with a wellness program that works for your bar.
Kathleen Wilkinson, Philadelphia, PA, Past Chancellor, Philadelphia Bar Association

Drew Amoroso, San Francisco, CA, Past President, Bar Association of San Francisco Barrister’s Club, and CEO, DueCourse
Santo DiGangi, West Palm Beach, FL, President, The Florida Bar Young Lawyers Division
Shelli Fedullo, Philadelphia, PA, Chancellor, Philadelphia Bar Association
Dori Foster-Morales, Miami, FL, President-elect, The Florida Bar
Adam Music, Chicago, IL, Web Editor, American Bar Association Early Career Strategy Group

Workshop 4A - Metro Bar Issues--Member Engagement: Your Bar’s Deliberate Plan for Growth
Imperial Ballroom A, Ballroom Level
Come with your membership questions, and we'll discuss issues and solutions to develop, sustain, and increase bar member engagement through refining what services, innovations, or features make your bar attractive to your community’s lawyers. Building on the morning's plenary, we’ll have a conversation on the importance of creating a strong bar identity, a deliberate plan for member outreach, and what you can do to develop members who want to join and participate.
Katy Goshtasbi, San Diego, CA, CEO, Puris Consulting

Workshop 5A - NCBF: Go Bold: Add Innovation to Your Program Grant Management
Continental Ballroom 5, Ballroom Level
How do we best steward foundation resources and define program impact? Are we truly fulfilling our mission and achieving our goals? Learn from the leader of California ChangeLawyers, an organization that completely rebranded itself, and now describes its work as empowering the next generation of lawyers,
judges, and activists to diversify the profession and build a more fair justice system in California. This workshop will offer fresh perspectives and new ideas to identify, develop, support and evaluate dynamic, impactful programs.
Christopher Punongbayan, San Francisco, CA, Executive Director, California ChangeLawyers

12:00 PM - 1:20 PM
NCBP/NABE/NCBF Joint Awards Luncheon
Continental Ballroom 4, Ballroom Level
Join us for this luncheon to honor the outstanding work of individuals, bar associations, foundations and other law-related institutions, with the following awards:

  • 2019 ABA E. Smythe Gambrell Awards
  • 2019 ABA Harrison Tweed Awards
  • 2019 Frank E.A. Sander Innovation in Alternative Dispute Resolution Award
  • 2019 ABA Partnership Program Awards
  • 2019 NCBF/LexisNexis Partnerships for Success Awards
  • 2019 NABE Bolton Award for Outstanding Bar Leadership

1:20 PM - 1:50 PM
NCBP Sponsorship Break & NCBP Clinic
Continental Ballroom 2/3, Ballroom Level
This is your final opportunity to meet with NCBP sponsors—and your chance to win! Sponsor raffle prizes will be drawn and you must be present to win! This is also your last chance to meet with bar leader experts during the NCBP Clinic or buy from the NCBP Bookstore.

1:50 PM - 2:50 PM
Second Set of Joint Workshops

Workshop 1B: Becoming a Tech Competent Bar
Golden Gate 2/3, Lobby Level
Several bars are now requiring their members to be competent in technology. But are bars doing enough to deliver the technology needed to provide better services for both members and the public? Join the founder of the Do Not Pay app, as well as a tech competency expert, as we discuss how bars can leverage their assets to provide better access to justice for consumers, provide better member services, and ensure their members are tech savvy.
Joshua Browder, San Francisco, CA, Founder, DoNotPay
Brendon Levesque
, Hartford, CT, Managing Partner, Horton, Dowd, Bartschi & Levesque, P.C.

Workshop 2B: The Power of the Bar Ensuring Constitutional Rights
Continental Ballroom 7/8, Ballroom Level
Access to justice for all is a goal for most bar associations, but many see access as a larger issue, involving not just lawyers, but the judiciary, the medical profession, social services and others. This session will delve into how some bar associations are partnering with other agencies in their community to tackle the issues surrounding access to justice, including fines and fees, bail reform, and help with mental and physical health issues.

Judge Scott Bales
, Pheonix, AZ
Yolanda Jackson
, San Francisco, CA, Executive Director, Bar Association of San Francisco
Judge Steven Liefman
, Miami, FL, Associate Administrative Judge, Eleventh Judicial Circuit of Florida
Ruth Silver Taube
, Santa Clara, CA, Special Counsel, Legal Aid at Work

Workshop 3B: It’s Not “Us” vs. “Them,” – It’s a Bar for All
Imperial Ballroom A, Ballroom Level
Adapting to the divergent needs of the multigenerational workforce may be the single biggest challenge facing bar associations. Millennials are now firmly rooted in the workforce, the Post-Millennial generation is not far behind, and yet Baby Boomers and Gen X’ers generally constitute the vast majority of bar leaders.  In this interactive workshop, noted speaker and author Lauren Stiller Rikleen will identify ways that bars can engage lawyers of all ages, develop the next generation of leaders, and create a cohesive and growing bar association.

Lauren Stiller Rikleen
, Boston, MA, President, Rikleen Institute for Strategic Leadership

Workshop 4B - Metro Bar Issues: Leveraging Regionalism to Move All Bars Forward
Imperial Ballroom B, Ballroom Level
Chief among the challenges affecting bar associations are shrinking resources and the battle for members’ time, talent and dues dollars, many times in direct competition with our fellow local and state bar associations.  Through a move toward regionalism, many bars are working collaboratively to achieve success in key areas.  Join a panel of experts who will provide insights and advice on how bar associations can embrace collaborative strategies to not only survive, but thrive. 
Nate Orr
, Kansas City, MO, President, Kansas City Metropolitan Bar Association
Ellen Miller
, San Diego, CA, Director, Strategic Partnerships and Initatives, California Lawyers Association
Adine S. Momoh
, Minneapolis, MN, President, Hennepin County Bar Association
John Vaught
, Denver, CO, President, Colorado Bar Association

Workshop 5B - NCBF: Managing Successful Scholarship Programs: Tips from an Established Leader
Continental Ballroom 5, Ballroom Level
Does your foundation have a scholarship program or are considering starting a one? This session is aimed at helping you learn the “how to’s” from a bar leader with knowledge and experience in directing an exemplary scholarship program. The Bar Association of San Francisco Justice & Diversity Center’s
Bay Area Minority Law Student Scholarship Program will serve as the catalyst for this informative workshop focused on sharing best practices in establishing, managing and sustaining outstanding scholarship programs.
Samantha Akwei, San Francisco, CA, Diversity Pipeline Programs Director, Justice & Diversity Center, The Bar Association of San Francisco

2:50 PM - 3:00 PM
Transfer Break

3:00 PM -4:00 PM
NCBP Friday Afternoon Plenary - Getting Out of Your Own Lens
Continental Ballroom 4, Ballroom Level
Bar associations have an opportunity to push through the continued challenging statistics and set a higher standard for diversity and inclusion in the legal profession.  When bar leaders surround themselves with people who are similar to them, only their own lens will be reflected.  By creating spaces where individuals of diverse backgrounds and identities can feel included, bars can drive membership as well as become role models for legal employers.  Make your bar extraordinary by ensuring that all voices are part of the decision-making process.
Lauren Stiller Rikleen
, Boston, MA, President, Rikleen Institute for Strategic Leadership


4:00 PM - 4:10 PM
Transfer Break

4:10 PM - 5:00 PM

Roundtable Discussion Time

Metro Bar Roundtables and In Vino Veritas
Continental Ballroom 2/3, Ballroom Level

State Bar Roundtables
Continental Ballroom 4, Ballroom Level
Daniel W. Linna Jr.
, Chicago, IL, Northwestern Pritzker School of Law & McCormick School of Engineering, Director of Law and Technology Initiatives & Senior Lecturer CodeX – The Stanford Center for Legal Informatics, Affiliated Faculty



* Please Note - NABE/NCBP/NCBF Meeting Registration will NOT be open on Saturday, August 10.

7:00 AM -- 8:00 AM
NCBP Fun Run
Hotel Lobby, Lobby Level
Join fellow NCBP runners for morning exercise before stating a day of NCBP programming. NCBP Secretary Mike Freed will take runners along a fun route in San Francisco.

8:30 AM - 9:45 AM
NCBP Breakfast Discussion, ABA President Speaks
Continental Ballroom 4, Ballroom Level
During breakfast, you’ll have time to network with fellow bar leaders, and hear from ABA President-elect, Judy Perry Martinez, on what's ahead for the ABA, including the 100th Anniversary Celebration of the 19th Amendment.
Sponsored by Rimkus

9:45 AM - 11:15 AM
Saturday Morning Plenary--Leadership by Design: Innovation, Collaboration, and the Extraordinary Bar
Continental Ballroom 4, Ballroom Level
Today’s climate demands an accelerated response rate to issues facing your bar, and you need to move from a position of subdued safety to one of urgency, rapidly generating and testing new ideas to keep your bar moving in the right direction. We will delve into design and scientific thinking, allowing you to identify a challenge, discuss the current condition, and rapidly brainstorm and test possible solutions that you can take back to your bar. This fast-paced session will show you how to empower your organization to learn, overcome obstacles, and continuously build on improvements to solve difficult problems.
Daniel W. Linna Jr., Chicago, IL, Northwestern Pritzker School of Law & McCormick School of Engineering, Director of Law and Technology Initiatives & Senior Lecturer CodeX – The Stanford Center for Legal Informatics, Affiliated Faculty

11:15 AM - 11:30 AM
Installation of 2019-2020 NCBP Council Members
Continental Ballroom 4, Ballroom Level

11:30 AM
Wrap up & Adjourn

11:30 AM - 12:00 PM
NCBP New Council Orientation
Continental Ballroom 4, Ballroom Level