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NCBF 2015
MIDYEAR MEETING
Thursday, February 5, 2015
7:00 a.m. – 6:15 p.m.
NABE/NCBP/NCBF Joint Registration
Registration will be closed for lunch from 12:50 to 1:50 p.m.
2:00 p.m. - 4:00 p.m.
NCBF Board of Trustees Meeting
5:00 p.m. – 6:30 p.m.
NCBP/MBC Welcome Reception
NCBP and the Metropolitan Bar Caucus (MBC) have joined together for a welcome reception for all NCBP, NABE Joint Meeting
and NCBF registrants. Come greet your bar leader colleagues and enjoy some refreshments before your evening plans in Houston. All
NCBP registrants and NABE Joint Meeting registrants will receive two drink tickets. A cash bar is available for all additional
beverages, guests and NCBF registrants.
7:00 p.m. – 10:00 p.m.
NCBF Thursday Night Dinner
Advance purchase of tickets required.
Friday, February 6, 2015
6:45 a.m. – 4:30 p.m.
NABE/NCBP/NCBF Joint Registration
Registration will be closed for lunch from 12:30 p.m. – 1:30 p.m.
7:15 a.m. - 8:15 a.m.
NABE/NCBP/NCBF Joint Continental Breakfast
For all NCBP registrants, except NCBP first-timers and their buddies, who should attend the First-timers Breakfast), NCBF
registrants, and NABE Joint Meeting registrants, enjoy coffee and a continental breakfast with your bar leader colleagues from around
the country. The welcome and opening plenary session will follow.
8:15 a.m. - 8:40 a.m.
Welcome and Introductions
NCBP President Rew R. Goodenow will welcome attendees along with his fellow organization leaders and our host city/state bar
representatives.
SPEAKERS
Rew R. Goodenow, Reno, NV, NCBP President and Past President, State Bar of Nevada
George C. Brown, Madison, WI, NABE President and Executive Director, State Bar of Wisconsin
Elizabeth M. Lynch, Boston, MA, NCBF President and Executive Director, Massachusetts Bar Foundation
E. A. Trey Apffel, III, League City, TX, President, State Bar of Texas
Carter Crow, Houston, TX, President, Houston Bar Association
8:40 a.m. – 9:40 a.m.
Plenary Session: Competition vs. Collaboration among Bars: How to Play Well in the Sandbox
TBD
This session will feature a lively and candid discussion about what some of the areas of conflict are among and within
bar associations, and where there can be successful collaboration.
MODERATOR
Scott Chinn, Indianapolis, IN, Past President, Indianapolis Bar Association
SPEAKERS
Hon. Debra B. Walker, Chicago, IL, NCBF Board Member, Past President, Illinois Bar Foundation, and Judge, Circuit
Court of Cook County
Glenn Lau-Kee, New York, NY, President, New York State Bar Association
Marc R. Staenberg, Beverly Hills, CA, NABE Secretary and Chief Executive Officer, Beverly Hills Bar Association
9:40 a.m. - 9:50 a.m.
Transfer Break
9:50 a.m. – 10:50 a.m.
First Session of Joint Workshops
Joint Workshop Session5A: Managing Generational Differences.
Get some perspective on what makes Gen X, Gen Y, and Baby Boomers do and say the things they do. With
the guidance of our presenter, uncover the events, conditions, values and behaviors that make each generation
unique, and learn how to channel these differences into a productive work environment.
SPEAKER
Karen B. White, Houston, TX, Assistant Vice President, Frost Bank
10:50 a.m. - 11:15 a.m.
NCBP Sponsor Networking and Appreciation Break
11:15 a.m. - 12:15 p.m.
Second Session of Joint Workshops
Joint Workshop Session 5B: Using Volunteers to Re-energize your Fundraising and Outreach Efforts
Two bar foundations will share the “secret” of their fundraising success through the engagement of passionate
volunteer leaders and a structure that facilitates involvement.
SPEAKERS
Warren W. Harris, Houston, TX, Past President of University of Houston Law Alumni Association and
Director, Houston Bar Association.
Hugh McKay, Cleveland, OH, Past President, Cleveland Metropolitan Bar Association and Partner in Charge,
Porter Wright
12:15 p.m. - 1:30 p.m.
NCBP/NABE/NCBF Joint Awards Luncheon
The Joint Awards Lunceon will feather presentations to individuals, bar associations and other law-related entities for their work in
support of the organized bar, the profession and the public. Among awards to be presented will be the 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.
1:30 p.m. - 2:00 p.m.
NCBP Sponsor Networking and Appreciation Dessert Break
Join us in the sponsor area for some dessert and for your final chance to visit with our sponsors to learn abou ttheir services and
resources. All luncheon guests are invited to participate.
2:00 p.m. - 3:00 p.m.
NCBF Plenary – Words That Work
What surveys from 10,000 people tell us about the words and phrases that encourage planned giving.
SPEAKER
Dr. Russell James III, Lubbock, TX, Director of Graduate Studies in Charitble Planning, Professor, Texas Tech
University and CH Foundation Chair in Personal Financial Planning
3:00 p.m. - 3:10 p.m.
Transfer Break
3:10 p.m. - 4:10 p.m.
NCBF Plenary – Inside the Mind of the Request Donor
What neuroimaging and experimental psychology tell us about charitable bequest decision-making and effective
marketing.
SPEAKER
Dr. Russell James III, Lubbock, TX, Director of Graduate Studies in Charitble Planning, Professor, Texas Tech
University and CH Foundation Chair in Personal Financial Planning
4:10 p.m. – 5:00 p.m.
NCBF Hospitality
Enjoy this unstructured time to learn about your colleagues and the great things they are doing on behalf of law-related
philanthropy.
5:00 p.m. – 7:00 p.m.
NCBP/NABE/NCBF Joint Reception
Advance purchase of tickets required.
Saturday, February 7, 2015
7:00 a.m. – 11:30 a.m.
NABE/NCBP/NCBF Joint Registration
8:15 a.m. – 9:30 a.m.
NCBF Breakfast and Membership Meeting
9:30 a.m. – 11:00 a.m.
Plenary Session: Collaboration/Competition Part II
NCBF Members will have the opportunity to continue the conversation from the Friday plenary, “Playing Well in the
Sandbox.” Is it a “zero sum game?” Are bar associations and foundations competing for resources? Or is there a better
way to look at things? Join our panel of bar foundation leaders with broad volunteer and non-profit experience for a
discussion of this important issue.
MODERATOR
Laura Bellegie Sharp, Austin, TX, NCBF Board Member and Austin Bar Foundation Treasurer
SPEAKERS
Deborah Alley Smith, Birmingham, AL, Vice President, Birmingham Bar Foundation
David M. Anderson, Chicago, IL, Executive Director, Illinois Bar Foundation
Courtney Ward-Reichard, Minneapolis, MN, Immediate Past President, NCBF, Past President, Hennepin County Bar
Foundation, Past President, Hennepin County Bar Association and Shareholder, Nilan Johnson Lewis, P.A.
11:00 a.m. - 11:30 a.m.
Wrap It Up, I’ll Take It - Or the “Wrap up Rap”
Share the three major take aways you’ve gleaned from the meetings with your fellow NCBF members; add to your list of
ideas that will inspire and fire up your foundation.
SPEAKER
Elizabeth M. Lynch, Boston, MA, NCBF President