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2014-2015 Member Committee
Officers’ Manual
To:
2014-2015 Committee Officers
From:
Kathy Grant, Director of Member Services
Date:
May, 2014
Re:
CBA Committee Officer Support
Congratulations on your appointment as a Cincinnati Bar Association committee officer for the 2014-2015
Bar year, which runs from May 1, 2014 to April 30, 2015. Your commitment of time and energy are valuable
contributions to the CBA and the legal community. Your ideas and plans for the 2014-2015 year will continue to
positively impact the CBA members.
The CBA staff will provide you with support during the year for:
•
Sending out committee meeting notices, agendas and minutes. (Contact Dorothy Schultz at 699-1404 or
[email protected]) Note: See guidelines for how to include other committees in your meeting notice.
•
Enhancement of your committee website and LinkedIn page for CBA members. (Contact Laura Gaffin at
699-1391 or [email protected])
•
Meeting logistics: Locating speakers, arranging meetings at off-site locations, electronic surveys, networking
events and arranging lunches (one free lunch is provided during the 2014-2015 fiscal year).
•
CLE (at a special $10 per hour rate) at one regularly scheduled meeting during the 2014-2015 fiscal year.
(Contact Dimity Orlet at least 60 days in advance of your program at 699-1401 or [email protected])
The CBA members and staff appreciate your leadership. Please feel free to contact me at (513) 699-4016 or at
[email protected] if I may be of assistance.
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
1
New Mission, New Vision
The Cincinnati Bar Association’s Board of Trustees has adopted new organizational mission and
vision statements. The Board of Trustees focused on evaluating the mission of the Bar at their biannual retreat in October. The mission and vision statements approved at the December Board of
Trustees meeting read as follows.
Mission statement
To promote professional excellence, foster justice, serve our members and educate the public.
Vision statement
To be an invaluable resource to our legal community by:
•encouraging a culture of collegiality and professionalism;
•providing opportunities for leadership and community service;
•maintaining a diverse and inclusive membership; and
•empowering the success of our members.
Table of Contents
Member Committee Guidelines and Sample Meeting Agenda/Minutes..................................................................7
Committee Officer Duties & Responsibilities............................................................................................................. 11
Communications............................................................................................................................................................... 15
• Media Resource
• LinkedIn Tool Kit
• Social Media Policy
• Email Communications Policy
CLE Guidelines.................................................................................................................................................................. 27
Committee Officer Address List and Meeting Dates................................................................................................. 37
Who to Contact at the CBA............................................................................................................................................. 47
• CBA Board of Trustees
• Other Committees/Programs at the CBA
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
3
Member Committee Guidelines and
Sample Meeting Agenda/Minutes
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
5
Guidelines
I. Meetings
A. Scheduling
•Please see the enclosed 2014-2015 Committee Officers and meeting schedule. Please note: unless you notify
Dorothy Schultz (699-1404) at the CBA of an alternative meeting schedule, your committee meetings will
be held on the dates assigned at 12:00 noon. A notice will be emailed to members at least one week before
each regularly scheduled meeting. For special meetings or changes to your schedule, call Dorothy as soon
as possible to reserve space.
•To request another committee be included in the invitation to your meeting, you must first contact that
committee’s Chair to confirm their interest. Once the other chair agrees, please email Dorothy to let her
know. Note that the number of additional committees may be limited by the CBA.
B. Agenda, Minutes and Materials
The designated officer from your committee should send your agenda, minutes, topic/speaker information,
and any other enclosures at least two weeks before your meeting to Dorothy. This timeframe will ensure that
your committee’s meeting notice is sent in a timely manner. Listed below are guidelines for constructing a
committee mailing:
• Agenda
Identifies topics and speakers
• Minutes
Follows the agenda and provides a brief synopsis of the discussion and any action taken. This will ensure
that the minutes are clear for those who did not attend.
• Materials
Committee notices are emailed to members. Handouts need to be sent to Dorothy at least two days prior
to the meeting. If handouts are brought to and distributed at the meeting (not copied by the CBA), a copy
needs to be given to Dorothy immediately following the meeting to retain in that committee’s file.
C. Attendance List
At each meeting you will be given a printed list of all registered attendees. Please encourage all attendees to
sign in. Membership Services & Development will update your committee attendance records following your
meeting. This attendance list is important for managing your programs for this year and determining your
committee’s needs, and anticipating programming for the following year.
D. Audio-visual equipment
The following audio-visual equipment is available to use at committee meetings:
• Slide projector
• TV/VCR
• Overhead projector
• Table top podium
• Laser pointer
• Lavaliere mike
• LCD Projector
• Laptop Computer
Please contact Dorothy at least one week in advance to schedule the A-V equipment.
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Guidelines (continued)
E. Budgeting
The CBA’s fiscal year runs May 1- April 30. Meeting notices, minutes, limited copying of materials and refreshments are provided for in the budget for committee meetings. To request additional budget items for the
next fiscal year, please contact Kathy Grant by January. The requests (i.e. a survey, reception) are forwarded to
the Budget Committee for review and recommendation to the CBA Board of Trustees. The Board of Trustees
approves the budget in April of each year. Budgeting for CLE programs is handled separately from the committee budget.
Unbudgeted requests
Any expenditures of funds not already budgeted in the current CBA budget must be approved in advance by
the Board of Trustees. Requests for unbudgeted expenditures should include detailed expenses as well as the
anticipated source of funding (even if that is only general bar revenues).
Please send requests to Kathy Grant at least five weeks prior to the date of expending the funds. The request
will be reviewed by the Member Services & Development Committee and a recommendation made to the Administration and Finance Committee which will make a recommendation to the CBA Board of Trustees. The
Board will not consider requests with less than one week’s notice except for emergencies.
II. Speaker Conduct at Continuing Legal Education Seminars and Committee Meeting
Racial, sexist or off-color jokes and stories are never appropriate at CLE presentations or at regular committee
meetings. While we cannot guard against everything a speaker might say, it is very important to advise them
that we do have prohibitions for this type of conduct. What is humorous to one individual may be offensive to
another, so please caution your speakers to be careful and appropriate with the content of their presentations.
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Meeting Notice Example
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
9
Meeting Minutes Example
Cincinnati Bar Association
Bankruptcy Committee Minutes March 19, 2013
Casey M. Cantrell-Swartz, Chair called meeting to Order
1. Business Meeting: General Announcements
Casey announced that new committee positions have been filled starting May of
2013. Cara Hurak will be the new Secretary. Brian Flick will be the new Program Coordinator. Shawn
Ryan will be the new CLE Assistant Coordinator. They will be joining Susan Argo who will be the new
Chair, Frank Dicesare who will be the new Vice Chair, and Rick Enriquez who will be the new CLE
Coordinator.
Subcommittee Reports:
a. Judge Hopkins by Neal J. Weill
No report.
b. Judge Buchanan by Neal J. Weill
No Report.
c. Judge Perlman by Elizabeth Hils
One case: In re: Christopher D. McKinney, Chapter 7, Adversary case by Trustee Field
avoiding Well’s Fargo mortgage upon debtor’s half interest in the property.
Summary of case with full citation attached.
d. Bankruptcy Appellate Panel by Rick Jones
No report.
e.Sixth Circuit by Paul J. Minnillo
Two cases: 1. Connor v. Carroll, Chapter 13, personal injury proceeds
pending at time of filing not deemed disposable income… 2. Alfes v. Educational Credit
Management Corporation, Default granted in adversary against Sun Trust for student loan.
However, ECMC held separate and distinct rights as guarantor from Sun Trust Bank, so default
judgment against Sun Trust had no effect on guarantor’s right to collect.
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Committee Officer
Duties & Responsibilities
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Officer Duties & Responsibilities
No committee officer shall serve longer than two years in each position, except as approved by the
Member Services & Development Committee. Contact Kathy Grant at [email protected] for more information.
Chair
1. Establishes a regular committee meeting schedule and coordinates all dates with Dorothy Schultz at the CBA.
2. Sets the agenda for each meeting and sends it to Dorothy at least two weeks prior to the meeting.
3. Presides over meetings, ensuring that the meetings follow the agenda and stay on schedule.
4. Notifies Kathy Grant, Membership Director for the CBA of any action that the committee has taken, or will take,
which requires approval by the CBA Board of Trustees.
5. Sets the committee’s goals and objectives for the year along with the other committee officers including
establishing a CLE seminar date.
6. Prepares a report and recommendation to MS&D and CBA Board of Trustees to nominate a candidate to serve
as Vice Chair, Secretary and CLE Coordinator for the succeeding Bar year to assure appropriate succession of
officers and continuing committee growth.
7. Has ultimate responsibility for CLE seminars.
Vice-Chair
Automatically succeeds to the position of chair, if recommended and approved by the Board of Trustees.
1. Recruits speakers for meetings, in collaboration with committee leaders.
2. Responsible for recruiting new committee members and enhancing the participation of current committee
members.
3. Acts as CLE Coordinator in the absence of an appointed CLE Coordinator.
4. Presides over committee meetings in the absence of the chair.
5. Works with the chair to assist in proposing a candidate to serve as Secretary and CLE Coordinator for the
succeeding Bar year.
6. Sets the committee’s goals and objectives for the year along with the other committee officers including
establishing a CLE seminar date.
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Officer Duties & Responsibilities (continued)
Secretary
Automatically succeeds to the position of vice chair, if recommended and approved by the Board of Trustees.
1. Prepares minutes of each meeting and sends them to Dorothy at least two weeks prior to the next meeting.
2. Communicates with Dorothy about any special correspondence to the committee members.
3. Sets the committee’s goals and objectives for the year along with the other committee officers
including establishing a CLE seminar date.
4. Works with the chair to assist in proposing a candidate to serve as Secretary and CLE Coordinator for the
succeeding Bar year.
CLE Coordinator
1. Familiarizes him or herself with the CLE procedures & guidelines, statements of general CLE policies, and CLE
co-sponsorship policy contained herein.
2. Performs duties as noted in the CLE procedures & guidelines
3. Contacts CBA CLE representative at the beginning of the bar year to set a meeting of the committee officers and/
or CLE planning committee to discuss CLE goals, time table, and budget for the year.
4. Is observant of opportunities to serve members through new CLE programming, sharing ideas and suggestions
with the CBA CLE staff during the year.
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Communications Guidelines
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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MEMORANDUM
To: Committee Leaders
From: Laura Gaffin, Director of Communications
Date: May, 2014
Re: Media issues
The Board of Trustees of the Cincinnati Bar Association authorized a media policy in 2007. It sets the
expectation that only the Bar president or those designated specifically by the Bar president will represent the
Bar to the media. The policy is enclosed for your convenience. In 2012, we also adopted a social media policy
which outlines some guidelines for interacting with the CBA on Facebook and LinkedIn. This is also included.
However, the media sometimes calls the Bar or a member, particularly one in a committee leadership role,
for expert advice or input on a legal matter. Most reporters do call the CBA directly when they are looking
for an expert. Should a member of the media contact me and have a question related to your practice area, I
may be calling on you to field the request. In this case, you are not representing the Bar. You are representing
yourself and can feel free to respond directly to the media or make a reference to another committee member.
Recognizing the tight deadlines the media often experiences, the goal is to help in a timely manner.
You can always contact me for information on the reporter or the publication; for “rehearsal” of the questions
that the media may ask; or for help in finding someone more appropriate to answer the questions.
By serving as resources, we not only can provide the media with timely, accurate information, but also help foster
better relationships, which ultimately builds a more positive public image of the profession. The more we help
the media, the more likely the media is to help the CBA.
There are many other communication efforts at the Bar that are more internal. We want to help you keep your
committee connected! So we use an email tool called Constant Contact for committee notices. This reduces
the likelihood that such information will go in a spam folder and includes directions for how to register for
meetings online. We also have committee pages on our website for each committee. Please send to me any
news items you would like included. We try to post all agendas and minutes there too. We also have a Facebook
page that committees may find useful. Please let me know of anything you would like posted. Finally, we have
implemented LinkedIn Groups for committees. Your committee members will receive an invitation to join with
all the instructions. This is another important tool that can facilitate communication across your committee.
Are you new to LinkedIn? Not to worry, our attached tool kit will show you how to use this space to foster
committee engagement.
We appreciate your willingness to share your expertise in this capacity. Should you have any questions regarding
communications, speaking with the media and/or media interviews, please contact me. Thank you again and I
wish you a successful year in your committee leadership role!
— Laura Gaffin
(513) 699-1391
[email protected]
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Communication Policy & Procedures
Approved December 2007
In an effort to effectively communicate internally and externally, and to position the CBA as a professional and
beneficial organization in the community, the CBA will:
•
Internal communication:
For internal messages, the association president will review and approve copy to be sent to members except for
routine staff-generated materials (CLE announcements, Committee notices, E-news, the CBA Report). Preparing
these messages, in concert with the Director of Communications who handles the logistics of the letter, e-mail or
other publication, MAY include the following:
- Discussion with the director of communications on developing the key messages on a topic
- Discussion with other members of the executive committee for input on the content of the message
- Discussion with the executive director for input on the content of the message and background material
•
Utilize One Spokesperson:
The CBA will use one consistent spokesperson.
- The spokesperson will always be the association president unless the current president, as in the case of a judge,
opts to appoint a designee.
•
The only exception will be in grievance matters in which case, since so little public information is available, staff
will provide timelines, procedures, rules, etc., to the media.
•
In the role of external spokesperson, the president will ensure that prior to a media interview he/she has prepared answers including the organization’s key messages. Preparing for this interview SHOULD include the
following:
- Discussion with the director of communications who can assist in developing the key messages on a topic,
rehearse the media conversation and otherwise prepare background information for the spokesperson. In the
event the director of communications is unavailable, the spokesperson will discuss the matter with the executive director and/or any relevant staff.
It may also include the following:
- Discussion with other members of the executive committee for input on the content of the message.
- Discussion with the executive director for input on the content of the message and background material.
•
The spokesperson shall remain available to the media at all times. If the spokesperson is not available, then he or
she will assign another person to speak on the CBA’s behalf and will inform the director of communications.
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Communication Policy & Procedures (continued)
When Relating to the Media, the CBA’s Spokesperson Will:
Know The Key Messages:
• The CBA will always accommodate requests and inquiries from the media.
• Simply answering questions will allow the media to control the message.
• The spokesperson should stick as closely as possible to the messages and should not be afraid of silence.
• The spokesperson should convey the message in answer to a question, then stop.
• The spokesperson should be aware of leading questions and stick to the key messages. Rehearsal with the director of communications can enable the spokesperson to be more comfortable with the key messages.
• All inquiries should be channeled through the Communications department prior to the interview in order to
determine the appropriate messages.
- If the reporter calls for an interview an appropriate response from CBA members and staff would be, “Thank
you for your call. We absolutely want to accommodate your request.” Tell the reporter the staff/member will
get back to them with the name and number of the spokesperson.
- If time is needed to develop the key messages, then the response to the reporter would be: “Thank you for
your call. I absolutely want to answer your questions and help any way that I can. What is your deadline? May
I call you back at a more convenient time?”
Never Talk “Off The Record”
• The CBA should never talk off the record. There is no reason to do so as “off the record” means that the information given to the reporter cannot be used at all. An organization devoted to supporting justice and education
would not share information that cannot be used by the reporter. For clarification, here are the terms that reporters use and what they mean:
- “Anonymity” requires a contract and there can be litigation that results from it.
- “Deep background” means that a journalist will not identify the source, but will use the information to find
another means of reporting the story.
- “Off the record” means that information cannot be used at all.
Know Your Audience
• The CBA should always get as much information on the reporter and the media outlet as possible. Ask questions
like “How did you hear about ....?” or “Who else will you be interviewing?” If the reporter originally calls the executive director or the communications director, then these questions may be addressed at that time. After being
filled in by the staff member, this allows the spokesperson to focus on the interview itself.
Always Remain Positive
•
The CBA is a positive organization helping the community. All key messages should be positive.
•
If the CBA spokesperson disagrees with the reporter it is okay to do it firmly but with professional conviction.
Avoid criticism of a person, a policy, a law, etc., unless it is a board-approved position.
•
Present the facts clearly.
•
The CBA spokesperson should always avoid rudeness under any circumstance.
•
Be detached from the reporter. The relationship with the press is not adversarial nor is it friendly. It is a business
relationship and it is not personal.
Always Control The Interview
• The spokesperson should always tell truth.
• It is always okay to say nothing.
• Repeat the key messages more than once if needed.
• It is important for the CBA spokesperson to remain cool, calm and polite during the interview.
• It is acceptable for the spokesperson to answer, “I don’t know but I will find out.”
• The spokesperson NEVER says “No Comment.”
• The spokesperson may offer help in finding the answer or refer the question to someone else.
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
CBA Report Manuscript Submission Guidelines
The CBA Report is a membership publication designed to
inform readers about issues and concerns of the local legal
community. When submitting an article for publication,
please keep in mind the following guidelines:
Type of Article
CBA
Report
The Report focuses on current events in the law, as well
topics of general interest to the Greater Cincinnati legal
community. Articles should focus on practical issues, not theoretical or esoteric points. The editor will consider running
articles previously published, but as a general rule prefers articles that have not been previously published. The CBA gives
preference to CBA members submitting articles for publication, but will also consider articles written by non-members
as long as the article is of general interest to the local legal community. The editor will review all documents submitted and
reserves the right to edit content for clarity and/or reject any submissions. Any major revisions necessary will be discussed
with the author.
Writing Style
Write concisely and clearly. Avoid copying the style of law reviews, academic journals or legal briefs. Only under special
circumstances will the Report publish scholarly articles.
Length
Departmental columns, such as the President’s Brief,LegalEase and other regular columns, should be no longer than 600
words. Feature articles, including citations, should be no longer than 1,800 words (approximately 7 double-spaced, typed
pages). Shorter columns and anecdotes are also welcome. Please include a 2-3 sentence biography to run at the end of the
article.
Editing
All articles will be copyedited to conform to house style.
Benefits of Being Published
Given the CBA’s non-profit status, writing for the CBA Report is done on a volunteer basis. Benefits of being published
include writer attribution, marketing exposure to members of the Greater Cincinnati legal community, and the
opportunity to earn CLE credit from the Ohio Continuing Legal Education Commission. Additionally, an electronic copy
of your published article (PDF format) can be provided for your marketing/distribution use.
Copyright
In submitting an article to the Report, authors grant to the Cincinnati Bar Association First North American serial rights
together with non-exclusive print and digital republication and reprint rights. The author warrants that the article is her/
his original work and that its publication by the CBA will not infringe upon the copyrights or other rights of any other
person or entity.
Format
When submitting a manuscript, the preferred format is electronic, either on disk or by e-mail to [email protected],
in a Microsoft Word document (.DOC), Word Perfect file (.WPD) or Rich Text File (.RTF). Do not format into columns,
boxes or use color. When submitting a hard copy, either by mail or fax, the manuscript needs to be:
Double-spaced
1” margin on all 4 sides
Standard typeface
A cover letter with the author’s name, address, phone number, brief bio of no more than 45 words, and where appropriate,
disclosure of interest, should accompany the manuscript.
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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CBA Report Guidelines & Deadlines
Graphics/Photos
Please include a color photo of the author
The CBA Report will obtain appropriate artwork or photos, where necessary, to illustrate an article. Suggestions are
welcome. Any artwork or photos submitted to the Report will be used at the discretion of the editor and graphic artist.
All photos submitted must include a cut line identifying the people included in the picture. The graphic artist reserves the
right to make whatever layout changes that are necessary to enhance the visual appearance of the publication.
Deadlines
The CBA Report is a monthly publication. It is distributed on the first of each month. Articles to be considered for
publication must be submitted to the editor at least 4 weeks prior to the publication date, i.e., an article for the March
publication should be submitted at the very latest by February 1. Due to the amount of material received, time and budget
constraints, there will be no exceptions to this deadline. Please see attached schedule.
Please submit manuscripts to: [email protected]
Or: Laura Gaffin, CBA Report
Cincinnati Bar Association
225 E. Sixth Street, 2nd Floor
Cincinnati, OH 45202-3209
Phone: (513) 699-1391; Fax: (513) 381-0528
2014-2015 Schedule
The CBA Report runs on a six-week time frame. All requests for information to be included in the publication must be
given in writing to the editor and graphic artist six weeks prior to the publication date. This is the request date. All articles
must then be submitted to the editor two weeks later, which is four weeks prior to the publication date. The current
CBA Report schedule is listed below.
Request Date
Submission Date
Publication Date
July 18, 2014
August 1, 2014
September 1, 2014
August 15, 2014
August 30, 2014
October 1, 2014
September 17, 2014
October 1, 2014
November 1, 2014
October 15, 2014
November 1, 2014
December 1, 2014
November 17, 2014
November 29, 2014
January 1, 2015
December 18, 2014
December 31, 2015
February 1, 2015
January 19, 2015
January 31, 2015
March 1, 2015
February 16, 2015
February 28, 2015
April 1, 2015
March 18, 2015
April 1, 2015
May 1, 2015
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
MEMORANDUM
To: Committee Leaders
From: Laura Gaffin, Director of Communications
Date: May 2014
Re: Website
The website for the CBA has a “home” for committee information. In order to post information for your committee
on its page, here is what you need to do.
1. Send the info to [email protected] at least 7 days before you want it to be posted. The info can be directly in
the email. It may be edited before posting for style and clarity.
2. You may include attachments in either Word or in a pdf format.
Some ways you might want to consider using your committee pages:
•
Post attachments from a meeting or CLE so that everyone can access them, even a year later.
•
Post information there and include a link to www.cincybar.org in e-mails to committee members so that they do
not have to deal with attachments or so that e-mails do not get eliminated by spam filters.
•
Post agendas and minutes for meetings.
•
Post items of interest such as a rule change from the State Supreme Court.
Please note that these pages will only be accessible to those who have access as members.
Please let me know if you have any ideas that we can help you with; this is a work in progress and depends on information from you!
—Laura Gaffin
(513) 699-1391
[email protected]
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Social Media Policy and Guidelines
The CBA provides social media communication channels as a benefit to membership. Members are encouraged to
interact with the CBA on facebook and LinkedIn. LinkedIn is the primary vehicle for committee communications
and is available only to members. While these tools give members the ability to communicate freely, it is important
for all of those using the CBA’s social media pages to maintain a proper online decorum.
To help foster a positive environment that enables the quick sharing of information, the CBA has developed the following guidelines:
•
In instances of user posted content on any social media channel, if the posting is abusive, profane, vulgar, offensive, malicious, fraudulent, misleading, in violation of another law or regulation, infringes on the intellectual
property right of another or not pertinent to the CBA or its members, it will be promptly deleted.
•
In instances of unfavorable postings on a social media channel, the CBA will publicly respond to the posting
with general information and give the user a chance to contact the CBA directly with more information.
•
Any posts promoting non-CBA businesses or campaigns will be removed from all social media channels regardless of the poster’s membership status.
•
Advertisements and job postings from outside companies and organizations will be removed.
•
LinkedIn groups are for members only. The CBA will remove members from groups if their membership lapses.
If you have any questions about this policy or the acceptability of any post, please feel free to contact Laura Gaffin,
CBA communications director, at [email protected] or (513)699-1391.
Cincinnati Bar Association
Member Email Communication Policy
Effective February 2013
At the Cincinnati Bar Association, we use email to communicate with our members regarding
events and resources that we sponsor. We respect our members’ time and privacy. Therefore, we
strive to make efficient use of this communication tool and never sell our members’ phone, fax,
or e-mail information. Additionally, our policy is to greatly limit the number of e-mails that we
send to the entire membership other than our monthly e-news. Only in extraordinary
circumstances will we communicate by e-mail to the entire membership and then only at the
direction of the president of the CBA or the executive director.
We do not forward e-mails from non-members to any segment of the membership under any
circumstances. Nor do we promote non-CBA sponsored CLE programs or the activities of
commercial or for-profit entities via email. Any promotion of non-CBA sponsored events or
resources shall be minimized.
However, several opportunities exist for organizations wishing to share such information with
CBA members. They include:
CBA Member Data Rental
Reach more than 6,500 members of the Cincinnati legal community through our direct mail
data rental. Through our extensive database, lists/labels can be generated according to a variety
of criteria, including practice committee, gender, date of birth, date admitted to first bar, and zip
code. Data rental does not include CBA members’ phone, fax, and email addresses. Contact
Andrew Wells, IS Manager, at [email protected] for more information.
CBA Report Advertising
For more than 50 years, the CBA Report has served as the flagship publication of the CBA. It is
the prime source for news on the local legal community and issues in the legal profession. With
a circulation of 4,400, the CBA Report is published monthly and mailed to the entire CBA
membership. The CBA welcomes display and classified advertising from individuals and groups
interested in reaching our membership. Ads must be booked 45 days prior to the cover date and
must be ready for print by the first of the month preceding publication date (i.e., October 1 for
the November issue). Contact George Quigley at [email protected] for more information on
placing an ad.
CBA Legal Directory Advertising
The CBA’s legal directory, produced in May each year, is a 500 page “storehouse” of information
used daily by over 7,000 attorneys and affiliate members and the business community. Reach
this audience with your display or classified ad. Contact George Quigley at [email protected]
for more information on placing an ad.
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Linked In Tool-Kit
Thank you for your enthusiasm to help build our LinkedIn Groups. With this great tool, committees can
stay in touch in between meetings and get out important information to the group instantly. Below we
will go over some of the most important features of your LinkedIn group and give you some tips to help
you successfully integrate this into your committee’s communications.
Discussions/Polls
To have effective groups on LinkedIn, the CBA is looking to engage members as much as possible. The
easiest way to do this is through discussions and polls on each groups LinkedIn page. By committing to
post to your group’s page frequently, you’re showing users this is a place to communicate—not just post
announcements. Ideally, we would like to see committee members posting questions related to their
field of practice, interesting news stories and other information they find pertinent to the committee
once or twice a week. The key to this portion is to give users a reason to return and frequently check
your group’s page.
To Post
LinkedIn works much like other social media tools in the discussion tab. You simply type your message
into the blank box below the Start: Discussion line.
Once the message is complete, press enter and it will be visible to all group members. Group members
can now respond and like your post.
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Cincinnati Bar Association
CLE Planning Guidelines
Cincinnati Bar Association — Continuing Legal Education Department
225 E. Sixth Street, Second Floor
Cincinnati, Ohio 45202
Phone: (513) 699-4028
Fax: (513) 381-0528
www.cincybar.org
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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MEMORANDUM
To: Committee Leaders
From: Dimity Orlet, Assistant Counsel & Director of CLE
Date: May 2014
Re: Committee CLE Opportunities
Did you know that the CBA offers more than 100 CLE programs each year? Thanks to the contributions of committee leaders like you, committee seminars have always been at the heart of our CLE offerings. You provide a
valuable service to your colleagues by giving them access to timely information on significant topics.
I, along with CLE team members Angela DeMoss, Monica Kittrell, Kate Christoff-Scheetz and Michelle Tucker,
look forward to working with you. We strive to assist each committee in hosting at least one CLE program per
year. To help us along that path, I have attached a copy of the CBA’s “CLE Planning Guidelines,” which detail the
planning process. Please review the planning guidelines to familiarize yourself with the process. The biggest take
away is that advance planning is crucial. Because of the lead time required to properly plan and market a quality
program, we should begin working on full-day and half-day seminars at least six months before the event is set
to occur. Shorter programs can be planned with a bit less lead-time in some instances, but earlier is always better!
And, as a way to thank your members for their engagement, please consider taking advantage of our “special
committee CLE offer,” which allows each committee to offer one hour of CLE credit to its members at the reduced rate of $10 per credit hour in place of one of the committee’s regular meetings each bar year. So long as the
topic meets CLE requirements, handouts will be provided, and we have 60 days lead time, we are happy to work
with you to obtain CLE credit.
Thank you again for your support of the CBA. Please do not hesitate to contact us if you have any questions.
Dimity Orlet, CLE Director/Assistant Counsel.......(513) 699-1401 or [email protected]
Angela DeMoss, CLE Assistant................................(513) 699-4010 or [email protected]
Monica Kittrell, CLE Administrator....................... (513) 699-4015 or [email protected]
Kate Christoff-Scheetz, CLE Administrator........... (513) 699-4015 or [email protected]
Michelle Tucker, CLE Program Coordinator .........(513) 699-1397 or [email protected]
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
29
CLE Procedures & Guidelines
Please follow the guidelines and procedures below to produce a successful CLE seminar:
I. Preliminary Steps
Before you begin to plan a CLE seminar, contact your CBA CLE staff contact to discuss possible dates, formats,
the budget and timetable.
Seminar pricing and administrative policies are set per the CBA Board of Trustees as detailed in the Statement
of CLE Policies, attached as Appendix 1. In addition, co-sponsorship of CLE programs is governed by the CBA’s
CLE Co-Sponsorship Policy, attached as Appendix 2. Please review both of these documents.
Please notify your staff contact of all seminar planning committee meetings so she can assist in the planning process. Your staff contact is an integral member of the planning committee and should be copied on all correspondence regarding the seminar. She will assist with setting planning meetings and keeping planning and administration of the program on track.
II. Timetable
Because of the lead-time required to prepare a quality program, market the program, and obtain CLE credit, a
seminar date should be selected as early as possible. A six month lead-time is recommended.
6 Months prior to the seminar
Select date and location. Begin working on agenda.
4 Months prior to the seminar
Provide CBA staff contact with a status report on the seminar.
3 Months prior to the seminar send the following to your CBA staff contact:
• the final seminar schedule including a list of topics (with a brief description of each) and speakers
• Biographical sketches for each speaker
Production of marketing materials will begin at this time to ensure receipt of the brochure by CBA members
and non-members 8 weeks before the seminar.
Once the seminar agenda is finalized, the CBA staff contact will send confirmation to all speakers noting the
time, date and location of the speaker’s presentation and the deadline for the submission of handout materials. An “AV Request Form” will be included with the communication. If the speaker has not yet forwarded a
biographical sketch to the CBA, the staff contact will request that he or she do so at this time.
2 Months prior to seminar
Provide your CBA staff contact with a brief article about your seminar that can be featured in the Report, the
CBA’s monthly member magazine.
(Provide a brief description of the topics that will be covered; indicate the benefits that people will receive
from attending this seminar, e.g., gain a new skill, learn new information. And, tell why someone should attend this seminar rather than another seminar on the same topic.)
At least 45 days prior to the seminar
The CLE staff must apply for CLE credit for the seminar. 3 Weeks prior to the seminar course materials for seminars are due.
The seminar chair (or another planning committee member) should touch base with each speaker to confirm that the speaker is readying his or her presentation and is familiar with the event details (time, location,
etc.)
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
CLE Procedures & Guidelines (continued)
III. Seminar Day
The seminar chair or moderator and the first speaker should arrive at least 15 minutes prior to the start of
the seminar. Members of the seminar planning committee and the speakers are invited to attend the seminar at no charge.
In their introductory remarks, the seminar chair or moderator should:
• make a plug for engaging with the committee and note upcoming activities
• advise the attendees of the procedure for asking questions
• introduce the first speaker
The seminar chair or moderator is responsible for keeping the speakers on schedule.
After the last speaker is finished, CLE staff will:
•
provide the CLE activity code •
remind the attendees to complete and return the evaluation form at the end of the program
IV. Videotaping
Various seminars will be videotaped. If the seminar is videotaped, questions should be entertained at the
end of each speaker’s presentation or at the end of the seminar. The speaker should repeat the question before answering it.
V. Post-Seminar Responsibilities
The CBA staff will contact the speakers thanking them for their participation.
Within 30 days of the seminar, the CLE staff will tabulate the evaluations and transmit them to the seminar
chair and planning committee members. The CBA staff contact, in consultation with the planning chair, decides if the speakers should receive a copy of the evaluations.
VI. Tips for Producing an Effective Seminar
• Use different formats, such as a panel discussion, demonstration, etc. Involve the audience as much as
possible in the seminar.
• Teach the attendees a new skill or a new way of doing something that will save them time, money, etc.
Give practical advice on the way a matter or situation should be handled.
• Prepare detailed written materials that the attendees can refer to and use back in their offices.
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
31
Appendix 1
Statement of General CLE Policies
CLE Accreditation
The CBA accredits the vast majority of its programs for CLE in Ohio, Kentucky, Indiana and
Pennsylvania. However, due to variations in CLE rules across jurisdictions, CLE credit may not
be available for all of these states for every program. The amount and type of credit available for
a specific program will be published on the promotional material and/or on the CBA website for
that program. At the attendee’s request, the CBA will provide documentation for self-reporting
to other jurisdictions.
It is the CBA’s policy to comply with the above stated jurisdictions’ deadlines for the submission
of CLE applications. The filing of untimely applications reflects poorly on the CBA and has the
potential to negatively impact the CBA’s status as an established CLE sponsor. Therefore, it is
the CBA’s policy not to file late applications for CLE credit.
Live CLE Program Pricing
Registration fees for live CBA CLE programs shall be based on the following minimum pricing
established by the CBA Board of Trustees effective January 2008:
CBA Members: $35/credit hour
Non-Members: $50/credit hour
For seminars involving extraordinary expenses such as speaker honorariums, speaker travel, or
meals other than continental breakfast, the registration fee for the seminar shall be adjusted
upwards if no sponsorship exists to underwrite the additional expense.
Registrations fees for specific programs will be as published by the CBA via its website or
printed promotional material. Pro-rated fees and complimentary fees for auditing a program
without claiming CLE credit are not available.
Special Pricing for Live CLE
The following discounts are approved as exceptions to the CBA’s regular CLE program pricing:
CBA Young-Lawyer Member: $15 for No Brown Bag CLEs
CBA New-Lawyer Member: Starting at $15/hour
CBA Law-Student Member:
-Full-Day/$50
-Half-Day/$25
-Less than Three Hours/Free
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Non-Attorney Support Staff: 50% off the applicable member or non-member attorney
registration fee
Complimentary Registration: Members of the program faculty and planning committee for a
particular program are invited to attend that program at no cost.
CBA Committee CLE Offer: Once per bar year, each CBA committee may offer one one-hour
CLE program in place of its regular committee meeting. Members of the committee may earn
one hour of CLE credit for $10 or may opt to attend at no cost if they do not wish to claim credit.
The CLE Director shall retain the discretion to extend discounted pricing or complimentary
registration to specific individuals in special circumstances. For example, an invitation for
discounted or complimentary registration may be made on occasion to contributing members
of the CBA or to members of board level committees.
Self-Study CLE
The CBA offers self-study CLE programming through collaboration with the Ohio Metropolitan
Bar Association Consortium. Pricing for self-study programs is set by agreement of members of
the consortium in consultation with a third-party provider.
Cancellations/Refunds
The CBA’s default cancellation policy is as follows:
Cancellations received by noon the business day prior to the seminar will be refunded less a $25
cancellation fee. Individuals who cancel after this time, or who are no-shows, will receive course
materials in lieu of a refund.
The CBA’s policy for cancellations and refunds for a specific program will be stated on the
promotional material for the program. Where such language differs from the CBA’s default
cancellation policy, the policy stated on the promotional material is controlling.
The CLE Director and the CBA CLE staff shall retain the discretion to permit individual
exceptions to the cancellation/refund policy in special circumstances such as illness or family
emergency. Such discretion includes the authority to transfer an individual to another
program without penalty.
Substitutions
The CBA will generally allow the substitution of one attendee for another at any time and
without penalty.
Approved by the Cincinnati Bar Association Board of Trustees on January 25, 2012.
Cincinnati Bar Association Member Committee 2014-2015 Officers’
2 Manual
33
Appendix 2
Cincinnati Bar Association Policy on Co-Sponsored CLE Programs
The Cincinnati Bar Association’s primary method of offering continuing legal education
is through sole sponsorship of programs created and presented on a voluntary basis by
attorneys. Often, however, the CBA is approached with requests to co-sponsor CLE
programs. In order to review these requests on a consistent basis, the CBA adopts the
following policy.
I.
Co-sponsorship shall be limited to non-profit organizations whose practices
and policies are consistent with the mission of the CBA. However, the CLE
Advisory Committee shall have the authority to approve co-sponsorship with
for-profit organizations whose practices and policies are consistent with the
CBA’s mission statement.
II.
All requests for co-sponsorship shall be made in writing and shall be
delivered to the CLE Director of the CBA at least six months prior to the
proposed program date. This period may be shortened at the discretion of the
CBA’s CLE Director. Each request shall include the name of the potential cosponsor; the subject matter to be covered; the projected date and time of the
seminar; the program topic(s); the names of speakers, if known; the
anticipated division of responsibilities for the seminar, including financial;
and a proposed budget.
Upon receipt of request, the CLE Director shall determine if the proposed
seminar overlaps with the area of responsibility of a member committee of
the CBA. If such overlap exists:
A. The CLE Director shall forward all information regarding the request to
the chair of the member committee concerned, who shall bring the cosponsorship question before the members of the committee to determine
if there is sufficient interest within the committee to warrant cosponsorship. If the committee does not have such interest, it is expected
that the CBA will decline co-sponsorship.
B. If the member committee has an interest in co-sponsoring the seminar,
the co-sponsorship application shall be brought before the CLE Advisory
Committee, which shall consider the educational value to attorneys, interprofessional relationships, the existing CBA curriculum, timing of the
seminar, development and financial obligations, and staffing
requirements for the seminar in making a decision on recommending cosponsorship.
C. The request shall require the approval of the CLE Advisory Committee
and the Executive Director of the CBA.
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
D. If there is no overlapping member committee, the request should be
referred to the CLE Advisory Committee as outlined above.
III.
The CBA shall exercise control of the planning and administration of a cosponsored program.
IV.
Registration fees for a co-sponsored seminar shall be consistent with current
pricing for CBA seminars for CBA members and non-members. The price for
a seminar may be discounted to CBA members.
The CBA shall share equally in profits for a co-sponsored seminar after
payment of direct out-of-pocket expenses. If each sponsor contributes an
equal amount of staff time and volunteer effort to the project, the CBA shall
waive reimbursement of its overhead contribution. However, if the CBA is
required to bear a majority or more of the staff time and effort involved in
conducting the seminar, the CBA shall be reimbursed for its overhead utilized
in planning and conducting the seminar.
If the program shows a loss, the CBA shall, at a minimum, receive payment of
all out-of-pocket expenses, unless otherwise agreed by the CLE Advisory
Committee for good–cause shown by a non-profit co-sponsor.
V.
The CBA reserves the right to own solely or jointly the copyright for the
written materials for a co-sponsored program.
VI.
This policy shall not preclude the CBA CLE staff from contracting for the
services of experts when deemed appropriate to provide programs.
VII.
This policy shall not prevent the CBA CLE staff from listing an organization
on promotional materials for a seminar if necessary to receive continuing
education credit for another profession or marketing support for a fully
sponsored program, provided that such listing enhances the educational
value of the seminar and inter-professional relationships.
VIII.
Where a co-sponsorship request is approved, a representative from the cosponsoring organization shall execute a CBA CLE Co-Sponsorship Agreement
acknowledging the terms of the co-sponsorship and their assent to the terms
of the CBA’s co-sponsorship and CLE policies.
IX.
This policy shall not affect the existing arrangements the CBA has with the
following organizations: Greater Cincinnati Minority Counsel Program
(Annual Meeting), Federal Bar Association, GE Aviation, Hamilton County
Municipal Court (Annual Judges Program), Midwest Regional Bankruptcy
Seminar, Potter Stewart Inn of Court, Volunteer Lawyers for the Poor, and
the Cleveland Intellectual Property Law Associations.
Approved by the Cincinnati Bar Association Board of Trustees on January 25, 2012.
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
35
Committee Officer Address List
and
Meeting Dates
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
37
Practice Committees
ADR (Alternative Dispute Resolutions)
Bankruptcy
Mariann Yevin, Chair
Phone: (513) 564-7330
E-mail: [email protected]
Susan M. Argo, Chair
Phone: (513) 621-6464
E-mail: [email protected]
Ryan M. McLane, Vice Chair
Phone: (859) 341-1881
E-mail: [email protected]
Francis J. DiCesare, Vice Chair
Phone: (513) 621-4488
E-mail: [email protected]
Random Strom, Secretary
Phone: (513) 946-5950
E-mail: [email protected]
Cara R. Hurak, Secretary
Phone: (513) 629-2801
E-mail: [email protected]
Maria T. Williams, CLE Coordinator
Phone: (513) 241-3100
E-mail: [email protected]
Rick J. Enriquez, CLE Coordinator
Phone: (513) 842-1906
E-mail: [email protected]
(1st Wednesday, bi-monthly)
May 7, 2014
July 2, 2014
September 3, 2014
November 5, 2014
January 7, 2015
March 4, 2015
Shawn R. Ryan, CLE Asst. Coordinator
Phone: (513) 581-5516
E-mail: [email protected]
Appellate Practice
(formerly Court of Appeals)
Richard A. Magnus, Chair
Phone: (513) 731-2889
E-mail: [email protected]
Mark E. Combs, Vice Chair
Phone: (513) 946-3500
E-mail: [email protected]
Mark H. Klusmeier, Secretary
Phone: (513) 260-2453
E-mail: [email protected]
Brian D. Flick, Program Coordinator
Phone: (513) 718-7176
E-mail: [email protected]
(3rd Tuesday, monthly)
May 20, 2014
June 24, 2014 (Town Hall Meeting)
No July
August 19, 2014
September 16, 2014
October 21, 2014
November 18, 2014
December 16 (CLE?)
January 20, 2015
February 17, 2015
March 17, 2015
April 21, 2015
Bruce K. Hust, CLE Coordinator
Phone: (513) 338-1975
E-mail: [email protected]
(2nd Monday, Quarterly)
May 12, 2014
August 11, 2014
November 10, 2014
February 9, 2015
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
39
Business/Corporate Law
Domestic Relations
Brian C. Judkins, Chair
Phone: (513) 977-8200
E-mail: [email protected]
Timothy A. Tepe, Chair
Phone: (513) 977-8200
E-mail: [email protected]
Paul H. Spitz, Vice Chair
Phone: (513) 258-2062
E-mail: [email protected]
Ralph P. Ginocchio, Vice Chair
Phone: (513) 977-5570
E-mail: [email protected]
Robert Lesan III, Secretary
Phone: (513) 579-6400
E-mail: [email protected]
Trista Portales Goldberg, Secretary
Phone: (513) 241-9844
E-mail: [email protected]
2nd Tuesday, quarterly
June 10, 2014
September 9, 2014
December 9, 2014
March 10, 2015
Ralph P. Ginocchio, CLE Coordinator
Phone: (513) 977-5570
E-mail: [email protected]
Construction
Luke J. Busam, Chair
Phone: (513) 651-6800
E-mail: [email protected]
(1st Tuesday, quarterly)
May 13, 2014
August 5, 2014
November 4, 2014
February 3, 2015
(3rd Wednesday, monthly)
May 21, 2014
June 18, 2014
July 16, 2014
August 20, 2014
September 17, 2014
October 15, 2014
November 19, 2014
December 17, 2014
January 21, 2015
February 18, 2015
March 18, 2015
April 15 – seminar?
Elder Law
Ashley Shannon Burke, Chair
Phone: (513) 621-2100
E-mail: [email protected]
Amy L. Kurlansky, Vice Chair
Phone: (513) 345-4160
E-mail: [email protected]
(3rd Thursday, bi-monthly)
May 15, 2014
July 17, 2014
September 18, 2014
November 20, 2014
January 15, 2015
March 19, 2015
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Employee Benefits
Co-Chairs
Nicholas J. Ziepfel
Phone: (513) 621-6464
E-mail: [email protected]
Nicole M. Hanna
Phone: (513) 977-8200
E-mail: [email protected]
(2nd Thursday, Monthly)
May 8, 2014
August 14, 2014
September 11, 2014
October 9, 2014
November 13, 2014
December 11, 2014
January 8, 2015
February 12, 2015
March 12, 2015
April 9, 2015
Environmental Law
Thaddeus H. Driscoll, Chair
Phone: (513) 651-6115
E-mail: [email protected]
Erica M. Spitzig, Vice Chair
Phone: (513) 898-1542
E-mail: [email protected]
Diana R. Christy, Secretary
Phone: (513) 352-6992
E-mail: [email protected]
Neal A. Frink, CLE Coordinator
Phone: (513) 746-5445
E-mail: [email protected]
Estate Planning & Probate
Karen A. Rolcik, Chair
Phone: (513) 777-7400
E-mail: [email protected]
Julia E. Tarvin, Vice Chair
Phone: (513) 381-2838
E-mail: [email protected]
Kenneth P. Coyne, Secretary
Phone: (513) 618-7800
E-mail: [email protected]
James A. Singler, CLE Coordinator
Phone: (513) 693-4880
E-mail: [email protected]
(4th Tues., Monthly)
May 16, 2014 - Institute
June 24
July 22
No August
September 23
October 28
November – Basic EP Institute
December 16 or 23
January 27, 2015
February 24
March 24
April 28
Health Care Law
(Officers not confirmed)
1st Tuesday, quarterly
September 9 (2nd Tuesday), 2014
December, 2014 – Seminar
March 3, 2015
June 2, 2015
Hispanic Affairs
(Officers not confirmed)
(3rd Thursday, quarterly)
June
September
December
March
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
41
Immigration Law
Jt. Committee w/Board of Realtors
Maria T. Schneider, Chair
Phone: (513) 381-8472
E-mail: [email protected]
Roccina S. Niehaus, Chair
Phone: (513) 852-6000
E-mail: [email protected]
Bryan Scott Hicks, Vice Chair
Phone: (513) 228-1111
E-mail: [email protected]
John E. Stillpass, Vice Chair
Phone: (513) 936-0800
E-mail: [email protected]
Staci M. Jenkins, Secretary
Phone: (513) 352-6700
E-mail: [email protected]
Meetings held at the Board of Realtors –
determined by Board of Realtors
Mary (Peggy) Godar, CLE Coordinator
Phone: (513) 651-6115
E-mail: [email protected]
(2nd Thursday, monthly)
May 22, 2014 – on calendar
June 12, 2014
July 10, 2014
August 14, 2014
September 11, 2014
October 9, 2014
November 13, 2014
December 11, 2014
January 8, 2015
February 12, 2015
March 12, 2015
April 9, 2015
Juvenile Law @ 800 Broadway
12:30-1:30
Karen Falter, Chair
Phone: (513) 946-3036
E-mail: [email protected]
Elizabeth Sundermann, Vice Chair
Phone: (513) 946-3000
E-mail: [email protected]
Intellectual Property Litigation
(4th Wednesday)
September 24, 2014
October 22, 2014
November 19, 2014 (3rd Wednesday)
January 28, 2015
February 25, 2015
March 25, 2015
April 22, 2015
May 27, 2015
John F. Bennett, Chair
Phone: (513) 698-5000
E-mail: [email protected]
Paul J. Linden, Vice Chair
Phone: (513) 241-2324
E-mail: [email protected]
(4th Tuesday, bi-monthly)
June 24, 2014
August 26, 2014
October 28, 2014
December 16, 2014 (3rd Tuesday)
February 24, 2015
April 28, 2015
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Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Labor & Employment Law
LGBT Interests
Michael A. Manzler, Chair
Phone: (513) 373-4865
E-mail: [email protected]
Joshua Stevens, Chair
Phone: (937)356-9933
E-mail: [email protected]
Stephen A. Simon, Vice Chair
Phone: (513) 241-8137
E-mail: [email protected]
J. Thomas Hodges, Vice Chair
Phone: (513) 421-8454
E-mail: [email protected]
Faith Whittaker, Secretary
Phone: (513) 977-8491
E-mail: [email protected]
Lauren Creditt Mai, Secretary
Phone: (513) 352-3333
E-mail: lauren.mai@cincinnati-oh-gov
Andrew R. Kaake, CLE Coordinator
Phone: (513) 703-6938
E-mail: [email protected]
Jennifer K. Miller, CLE Coordinator
Phone: (513) 977-8200
E-mail: [email protected]
(Last Thursday, Monthly)
May 29, 2014
June 26, 2014
July 31, 2014
August 28, 2014
September 18, 2014 (3rd Thursday)
October 30, 2014
November 20 (3rd Thursday)
January 29, 2015
February 26, 2015
March 26, 2015
April 30, 2015
(3rd Tuesday, quarterly)
May 19 – 1 hour cle
August 19, 2014
November 18, 2014
February 17, 2015
Lawyers for the Arts
Local Government Law
Kevin K. Frank, Chair
Phone: (513) 852-6000
E-mail: [email protected]
Daniel McCarthy, Vice Chair
Phone: (513) 721-5525
E-mail: [email protected]
Mary K. Newman, Chair
Phone: 977-8200
E-mail: [email protected]
Jeffrey D. Forbes, Secretary
Phone: (513) 852-6000
E-mail: [email protected]
Allison Marie Minton, Vice Chair
Phone: (513) 898-2874
E-mail: [email protected]
Julia Carney, CLE Coordinator
Phone: (513) 621-2120
E-mail: [email protected]
Diane Nicole Cross, Secretary
Phone: (513) 556-0081
E-mail: [email protected]
(1st Wed., monthly)
June 4, 2014
July 2, 2014
August 6, 2014
September 3, 2014
October 1, 2014
November 5, 2014
December 3, 2014
January 7, 2015
February 4, 2015
March 4, 2015
April 1, 2015
(dates TBD)
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
43
Municipal Court-Civil Practice
C. Edward Noe, Chair
Phone: (513) 381-7333
E-mail: [email protected]
Donald K. Swartz, Chair
Phone: (513) 732-0900
E-mail: [email protected]
(2nd Tuesday – bi-monthly @
810 Sycamore St.)
May 13, 2014
July 8, 2014
September 9, 2014
November 11, 2014
January 13, 2015
March 10, 2015
April L. Butler, Vice Chair
Phone: (513) 977-8200
E-mail: [email protected]
Andrew C. Emmert, Secretary
Phone: (513) 698-9357
E-mail: [email protected]
M. Zack Hohl, CLE Coordinator
Phone: (513) 621-6464
E-mail: [email protected]
Non-profit Law
Allison H. Kropp, Chair
Phone: (513) 977-8200
E-mail: [email protected]
Sara Marie Cooperrider, Co- Vice Chair
Phone: (513) 585-7600
E-mail: [email protected]
Ronald C. Christian, Co-Vice Chair
Phone: (513) 381-2838
E-mail: [email protected]
Matthew B. Lake, CLE Coordinator
Phone: (513) 621-6464
E-mail: [email protected]
(Meeting schedule TBD)
(3rd Thursday, monthly)
May 15, 2014
July 17, 2014
August 21, 2014
September 18, 2014
October 16, 2014
November 20, 2014
January 15, 2015
February 19, 2015
March 19, 2015
April 16, 2015
Social Security
Kendall Verrett Shaw, Secretary
Phone: (513) 381-4700
E-mail: [email protected]
44
Real Property Law
David W. Kapor, Chair
Phone: (513) 721-2820
E-mail: [email protected]
(4th Thursday, monthly)
May 22, 2014
June 26, 2014
July 24, 2014
August 28, 2014
September 18, 2014 (3rd Thursday)
October 23, 2014
November 20, 2014 (3rd Thursday)
January 22, 2015
February 26, 2015
March 26, 2015
April 23, 2015
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Solo/Small Firm Practitioners
Women Lawyers
John E. Stillpass, Chair
Phone: (513) 936-0800
E-mail: [email protected]
Jodie Drees Ganote, Chair
Phone: (513) 739-5634
E-mail: [email protected]
Charles E. Strain, Vice Chair
Phone: (513) 621-2889
E-mail: [email protected]
Magistrate Ann K. Schooley, Vice Chair
Phone: (513) 785-6550
E-mail: [email protected]
Benjamin D. Cramer, Secretary
Phone: (513) 245-4170
E-mail: [email protected]
Victoria D. Garry, Program Coordinator
Phone: (513) 852-3497
E-mail: [email protected]
(4th Tuesday, Monthly)
June 24, 2014
July 22, 2014
August 26, 2014
September 23, 2014
October 28, 2014
November 25, 2014
December 16 or 23 – CLE?
January 27, 2015
February 24, 2015
March 24, 2015
April 28, 2015
Danielle L. Lorenz, CLE Coordinator
Phone: (513) 721-1311
E-mail: [email protected]
Taxation
Joel S. Brant, Chair
Phone: (513) 721-4532
Email: [email protected]
(Last Wednesday, quarterly)
Veterans & Military Law
Dale A. Stalf, Chair
Phone: (513) 852-6078
E-mail: [email protected]
Michael J. Gray, Vice Chair
Phone: (513) 977-8200
E-mail: [email protected]
Meeting Schedule based on programs and
events.
Workers’ Compensation
Everett L. Greene, Chair
Phone: (513) 629-2824
E-mail: [email protected]
Julie M. Bruns, Vice Chair
Phone: (513) 651-6115
E-mail: [email protected]
Amy E. Lippert, Secretary
Phone: (513) 241-1950
E-mail: [email protected]
Danielle L. Harris, CLE Coordinator
Phone: (513) 891-3270
E-mail: [email protected]
(2nd Thursday, quarterly)
June 12, 2014
September 11, 2014
December – seminar ?
March 12, 2015
Ryan J. Ruehle, CLE Coordinator
Phone: (513) 777-0880
E-mail: [email protected]
(2nd Wednesday, quarterly
July 9, 2014
October 8, 2014
January 14, 2015
April 8, 2015
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
45
Professional Development Committees
Board Committees
CALL
Administration & Finance
Alan H. Abes, Chair
Chad S. Levine, Treasurer
BLAC-CBA Round Table
Admissions & Legal Education
Timothy S. Black & Hon. John A. West,
Co-Conveners
H. Toby Schisler, Chair
Communications
Health and Well Being
John C. Greiner, Chair
Tabitha M. Hochscheid, Chair
Phone: (513) 338-1818
E-mail: [email protected]
Community Service
(1st Wednesday, monthly)
Continuing Legal Education
Richard L. Moore, Chair
Inn of Court (By invitation)
Douglas R. Dennis, Chair
Dorothy Schultz/Dimity Orlet,
CBA Liaisons
Ethics & Professional Responsibility
Samuel M. Duran, Chair
Legal Research &
Information Resources
Fee Arbitration
Kenneth E. Peller, Chair
Melissa M. Barney, Chair
Phone: (513) 946-5268
E-mail: [email protected]
Grievance
Peter Rosenwald, Chair
Meredith H. Conner,Vice Chair
Phone: (513) 698-5000
E-mail: [email protected]
Lawyer Referral Service
Angela S. Jansen, Secretary
Phone: (513) 977-8200
E-mail: [email protected]
Membership Services & Development
James Bogen, Chair
David D. Black, Chair
Shannon L. Kemen, CLE Coordinator
Phone: (513) 556-0156
E-mail: [email protected]
Nominating
(LRIR) (1st Wednesday, bi-monthly)
May 7, 2014
July 2, 2014
September 3, 2014
November 5, 2014
January 7, 2015
March 4, 2015
Professionalism
Jean Geoppinger McCoy, Chair
Neal J. Weill, Chair
Unauthorized Practice of Law
Gregory A. Napolitano, Chair
Young Lawyers Section
(CBA Members age 36 or younger and/or practicing five years or less
are eligible to join a YLS committee.)
Alison De Villiers, Chair
Amy E. Pennekamp, Chair-Elect
Julie Hein,Vice-Chair
Faith Whittaker, Secretary
Kathy Grant, CBA Liaison
46
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Who to Contact at the CBA
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
47
2014-2015 Board of Trustees
Officers
John P. Tafaro,
President
Eric K. Combs,
President-Elect
Douglas R. Dennis,
Vice President
Laura S. Raines,
Secretary
Chad S. Levin,
Treasurer
trustees
Jean Geoppinger
McCoy,
Immediate Past
President
Erin Manahan Alkire
Stacy Christman
Blomeke
Edward J. Boll III
Kent A. Britt
Hon. Ethna M. Cooper
Alison A. De Villiers
Jodie Drees Ganote
William R. Graf
Joseph D. Heyd
Daniel N. Moore
Kelly Mulloy Myers
R. Guy Taft
Christopher A. Wagner
Neal J. Weill
John J. Williams
John M. Williams
John B. Pinney
ABA Delegate
John C. Norwine
ex officio
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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CBA & CBF Staff
Kate Christoff-Scheetz
CLE Program Coordinator
[email protected]
(513) 699-4015
Nicole R. Hampton
Receptionist
[email protected]
(513) 381-8213
Terrie A. Minniti
Assistant Executive Director
[email protected]
(513) 699-1399
Anthony W. Riley
Clerk
(513) 381-8213
Angela R. DeMoss
CLE Assistant
[email protected]
(513) 699-4010
Karen J. Johnson
Erin L. Emerson
Director of Communications
[email protected]
(513) 699-1391
Monica L. Kittrell
Marilyn C. Marks
René T. McPhedran
CLE Program Coordinator
[email protected]
(513) 699-4015
John C. Norwine
Dimity V. Orlet
Kathleen M. Schmidt
Executive Coordinator
[email protected]
(513) 699-1390
Andrew M. Wells
Information Systems Manager
[email protected]
(513) 699-1409
Laura M. Gaffin
Membership Administrator
[email protected]
(513) 699-1406
Notary Administrator
[email protected]
(513) 699-1405
Executive Director
[email protected]
(513) 699-1400
Haley M. Fritz
Director of Marketing
[email protected]
(513) 699-4019
Assistant Counsel/
Director of CLE
[email protected]
(513) 699-1401
Dorothy J. Schultz
LRS Assistant
[email protected]
(513) 699-1396
Maria C. Palermo
Assistant Counsel
[email protected]
(513) 699-1402
Jamie L. Shiverdecker
Director of
Cincinnati Bar Foundation
[email protected]
(513) 699-1393
Edwin W. Patterson III
General Counsel
[email protected]
(513) 699-1403
LaDonna Wallace Smith
Chief Administrative Secretary Director of LRS/Project Manager Director of Community Service
[email protected]
[email protected]
[email protected]
(513) 699-1404
(513) 699-4013
(513) 699-1392
Jessica M. Whyte
CLE Program Coordinator
[email protected]
(513) 699-1397
Eileen M. Witker
LRS Assistant
[email protected]
(513) 699-1408
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Kathleen A. Grant
Director of Member Services
[email protected]
(513) 699-4016
Lisa G. McPherson
Membership Services
Coordinator
[email protected]
(513) 699-1398
Stephanie W. Powell
Paralegal
[email protected]
(513) 699-1407
Monica O. Weber
Marketing Designer
[email protected]
(513) 699-1395
Amy K. Zerhusen
Accounting Administrator
[email protected]
(513) 699-4014
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Contact List
1.
Committee resolutions or policy questions:
Kathy Grant
(513) 699-4016
2.
Filling Committee officer vacancies:
Dorothy Schultz
(513) 699-1404
3.
Committee budget procedures:
Kathy Grant
(513) 699-4016
4.
Scheduling non-CLE meetings, reserving space, notices,
agendas and minutes:
Dorothy Schultz
(513) 699-1404
5.
Anything CLE-related:
Dimity V. Orlet
(513) 699-1401
6.
Committee publicity and Report submissions:
Laura Gaffin
(513) 699-1391
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
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Committee Organizational Chart
Executive
Committee
Board of Trustees
Board & Select Committees
Appointments on these committees require board approval.
Administration & Finance
Admissions
Awards Committee
Communications
Community Service
Ethics & Professional
Responsibility
Executive Committee
Fee Arbitration
Grievance
Lawyer Referral Service
Practice Committees
These committees hold regular meetings to discuss current issues and developments in
the named field of practice. Meetings may consist of a guest speaker, a special CLE presentation or case law updates.These committees also plan and present CLE seminars.
ADR COMMITTEE
Appellate Practice Committee
BANKRUPTCY COMMITTEE
BUSINESS/CORPORATE LAW
CONSTRUCTION LAW
Domestic Relations
ELDER LAW
Employee Benefits
ENVIRONMENTAL LAW
ESTATE PLANNING & PROBATE
HEALTH CARE LAW
HISPANIC AFFAIRS
IMMIGRATION LAW
INTELLECTUAL PROPERTY
Joint Committee w/ Board of Realtors
LITIGATION
JUVENILE LAW
LABOR & EMPLOYMENT LAW
LAWYERS FOR THE ARTS
LGBT INTERESTS
LOCAL GOVERNMENT LAW
Municipal Court - Civil Practice
NON-PROFIT LAW
REAL PROPERTY LAW
SOCIAL SECURITY
SOLO/SMALL FIRM
PRACTITIONERS
TAXATION
VETERANS & MILITARY LAW
WORKERS’ COMPENSATION
Cincinnati Bar Association Member Committee 2014-2015 Officers’ Manual
Membership Services &
Development
Nominating Committee
Professionalism
Unauthorized Practice of Law
Professional Development
Committees
These committees are intended to serve the
unique needs of a broader audience.
Arbitration Services (CBAAS)
BLAC-CBA Round Table
CALL
Health & Well Being
Judges Committee on
Notaries Public
Legal Research &
Information Resources
Senior Lawyers Division
Women Lawyers
Young Lawyer Section
Young Lawyers Section
Committees
These committees are intended for CBA members
age 36 or younger and/or practicing law for
five years or less.
Community Service
Continuing Legal
Education
Membership
Mentoring
Mock Trial
Public Relations
Run For Kids
Social
55
225 E. Sixth St., Second Floor
Cincinnati, OH 45202
(513) 381-8213
www.cincybar.org