NCBF 2008 Midyear Meeting (Printable PDF Document)

THURSDAY, FEBRUARY 7, 2008

7:00 a.m. - 5:30 p.m.
NABE/NCBP/NCBF Joint Registration
California Lounge (3), California, Level
(Registration will be closed for lunch from Noon to 1:00 p.m.)

3:00 p.m. - 5:00 p.m.
NCBF Board of Trustees Meeting
Room 502, 5th Floor

4:00 p.m. - 5:30 p.m.
ABA Legislative and Governmental Advocacy Update
Olympic II, Plaza Level
With many issues of vital concern to the legal profession and the justice system being debated in Congress this year, bar leaders' understanding of the issues is imperative. At this semi-annual update, learn more about the hot issues and how your bar or foundation can be an effective advocate when legislative matters require the attention of the organized bar.
Organized by the ABA Office of Governmental Affairs and 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.

5:00 p.m. - 6:30 p.m.
Wine and Cheese Reception
X Bar Celebrity Room, Lobby Level
Sponsored by the San Diego law office of Minz Levin Cohn Ferris Glovsky and Popeo, P.C.

7:00 p.m. - 9:00 p.m.
NCBF Thursday Night Dinner
Spark Woodfire Grill, 9575 W. Pico Blvd., Los Angeles, (310) 277-0133
NCBF members will join members of the National Association of IOLTA Programs for a group dinner. Meet in the Hyatt Regency lobby at 6:45 p.m. for a short cab ride to the restaurant.

FRIDAY, FEBRUARY 8, 2008

6:45 a.m. - 5:00 p.m.
NABE/NCBP/NCBF Joint Registration
California Lounge (3), California Level
(Registration will be closed for lunch from 12:15 p.m. - 1:30 p.m.)

Breakfast On Your Own (or purchase ticket for $50 for NABE/NCBP breakfast)

8:25 a.m. - 9:30 a.m.
Joint Meeting of the National Conference of Bar Presidents, National Conference of Bar Foundations, and the National Association of Bar Executives - Plenary Session
Los Angeles Room, California Level

8:25 a.m - 8:40 a.m.
Welcome
Kay Hodge, Boston, MA, President, National Conference of Bar Presidents
Evelyn Sullivan, Lancaster, PA, President, National Association of Bar Executives
Pauline Gee, Sacramento, CA, President, National Conference of Bar Foundations
Jeffrey Bleich, San Francisco, CA, President, State Bar of California
Gretchen Nelson, Los Angeles, CA, President, Los Angeles County Bar Association

8:40 a.m. - 9:30 a.m.
Top Ten Traits of Legendary Leaders, or Flops and Flaws of the Forgettables
Taking a page from David Letterman, we've conducted our own national poll of NABE members to identify those qualities in bar presidents that can contribute either to resounding success or miserable failure. Helping us to present the results are four veteran executive directors, each with their own war stories, who might just save you (and your bar) from yourself. Join us for this frank and lively expose on bar leadership.
CO-MODERATORS:
John C. Cruden, Washington, D.C., Past President, The District of Columbia Bar, and Member, NCBP Executive Council
Amy Dunn Taylor, Houston, TX, Past President, Houston Bar Association, and Member, NCBP Executive Council
PANELISTS:
Julie M. Armstrong, Indianapolis, IN, Executive Director, Indianapolis Bar Association
Stuart Forsyth, Los Angeles, CA, Executive Director, Los Angeles County Bar Association
Helen Desmond McDonald, Providence, RI, Executive Director, Rhode Island Bar Association
Denny R. Ramey, Columbus, OH, Executive Director, Ohio State Bar Association

9:30 a.m. - 9:40 a.m.
Transfer Break

9:40 a.m. - 10:40 a.m.
First Session of Joint Concurrent Workshops

For workshops 1A - 4A, please see NCBP section of this program booklet.

Joint Workshop 5A - The IRS Form 990: Much More than a Tax Return
Pacific Room, California Level
Though it originally was just a tax form, the Form 990 is now the most publicly available document about your organization. For some donors, it may even serve as the primary source of information about your organization, including the organization's mission, programs and finances. And the IRS currently is considering major changes to the form that will shine a much brighter light on your organization's management and governance. Com learn from two experts some practical tips on what you need to know about your 990 and how you can best use the 990 and tools on www.guidestar.org to promote your organization.
Produced by the National Conference of Bar Foundations
PRESENTERS:
Dan Moore, Williamsburg, VA, Vice President for Public Affairs, Guidestar
Lisa Runquist, Northridge, CA, Rundquist & Associates, and Author, The ABC's of Nonprofits

10:40 a.m. - 11:10 a.m.
NCBP Sponsor Appreciation and Networking Break
Santa Monica Room, California Level
Our sponsors have a variety of services and products of interest to you individually and as a leader of your bar. Stop by to learn what they have to offer and to say "thanks" for their support of our organization. All Joint Program registrants are invited to attend. Refreshments served.

11:15 a.m. - 12:15 p.m.
Second Session of Joint Concurrent Workshops

For workshops 1B - 4B, please see the NCBP section of this program booklet.

Joint Workshop 5B - Donor Relations: How to Attract and Keep Your Donors
Pacific Room, California Level
Learn from the pros how to identify and maintain your true donor base. This program will help you use your Board more effectively as fundraisers and provide skills in identifying donor "hot buttons." And our presenters will not forget the small foundations by letting you concentrate on the positives of small foundation fundraising.
Produced by the National Conference of Bar Foundations
PRESENTER:
Carole Fish, San Diego, CA, President, Fish & Lewis Consulting

12:15 p.m. - 1:30 p.m.
NCBP/NABE/NCBF Joint Awards Luncheon
Beverly Hills Room, California Level
The Joint Awards luncheon features presentations of well-deserved awards to individuals and law-related entities for their contributions to the public and to the profession. Among the awards to be presented will be the third NCBP Fellows Award, given to a bar association past president whose work on behalf of the bar and the legal profession continues well beyond the individual's presidential year.
AWARD PRESENTATIONS:
Outstanding Law Day Awards
Judge Edward R. Finch Law Day Speech Award
Louis M. Brown Awards
NCBP Fellows Award

1:30 p.m. - 2:00 p.m.
NCBP Sponsor Appreciation and Networking Break
Santa Monica Room, California Level
Enjoy your just desserts at the same time you visit with our gracious sponsors and catch up with your colleagues. Get some valuable information along with your sugar rush before heading off to the afternoon's discussions. All Joint Program registrants are invited to attend.

2:05 p.m. - 3:30 p.m.
NCBF Roundtable Discussions
Pacific Room, South Mezzanine Level
Grouped by budget size, the roundtable discussions will cover a broad range of issues that you want to address. Discover the collective wisdom of the bar foundation world and join in the discussion.

5:30 p.m. - 7:30 p.m.
NCBP/NABE/NCBF Joint Reception
Santa Monica Room, California Level
In response to evaluations of prior meetings, this early evening reception is scheduled to allow registrants to stop in after programming for an hour or two of casual conversation before heading off to dinner reservations or other evening plans. Libations and light hors d'oeuvres will be served and background music will be at a level to allow for mixing and mingling. Dress is "come as you are" (within reason!) or in line with your post-reception plans. A ticket is required to attend this event ($50 at registration desk).
Sponsored by LexisNexis/Martindale-Hubbell

SATURDAY, FEBRUARY 9, 2008

7:30 a.m. - 11:30 a.m.
NABE/NCBP/NCBF Joint Registration
California Lounge (3), California Level

8:00 a.m. - 9:00 a.m.
NCBF Breakfast and Membership Meeting
Encino Room, South Mezzanine Level

9:10 a.m. - 11:20 a.m.
NCBF Plenary Session
Encino Room, South Mezzanine Level

9:10 a.m. - 10:10 a.m.
The Fundraising Board: Energizing and Educating
Is your board bored? A foundation is only as successful as its board is energized and ready to fundraise. Come listen and learn as our panelists share some tried and true board tips, some "must haves" for a successful board, and some new and creative ideas to motivate and captivate.
SPEAKERS:
Christine Hayes Hickey, Indianapolis, IN, President, Indianapolis Bar Foundation
Angela C. Scheck, New Brunswick, NJ, Executive Director, New Jersey State Bar Association
David B. Sosin, Palos Heights, IL, President, Illinois Bar Foundation

10:20 a.m. - 11:20 a.m.
Selling Your Foundation
Today's donors are more sophisticated than ever. They give their money to organizations with a polished look and cohesive message. Branding your foundation and developing an elevator speech to sell the foundation's good work to donors are two tools covered in this workshop. Join us in an informative session and leave ready to create a clear, consistent look and message that will attract donors (and their funds) to your foundation.
SPEAKERS:
Carole Fish, CFE, San Diego, CA, President, Fish & Lewis Consulting
Kim McElvey, Missoula, MT, Director, ALPS Foundation Services

11:20 a.m.
Adjourn