TIPS New General Committee Chairs and Chairs Elect Orientation Webinar I

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1 TIPS New General Committee Chairs and Chairs Elect Orientation Webinar I Ginny L. Peterson gpeterson@k-glaw.com Kightlinger & Gray, LLP, Indianapolis, IN Amy S. Wilson awilson@fbtlaw.com Frost Brown Todd, Indianapolis, IN

2 3 Areas of Concentration in this Webinar (1) How TIPS works, including any questions which you may have but were afraid to ask regarding TIPS; (2) an introduction to the TIPS staff who with our member volunteers make all of the worthwhile endeavors of TIPS a reality; and (3) the role of Scope Liaisons and how they can help you achieve your goals and add that value to your committee members.

3 How TIPS Works History of TIPS membership Purpose Statement Website Information

4 TIPS Council and Officers

5 TIPS Officers Chair Holly M. Polglase Chair-Elect Roy A. Cohen Secretary John C. McMeekin II Financial Officer Gregory M. Cesarano Revenue Officer: Jay Young Vice-Chair Dorothea M. Capone Revenue Officer-Elect Loren D. Podwill Diversity Officer Gary L. Gassman

6 TIPS Staff Director Theresa Livingston Associate Director Jennifer L. Michel Marketing Manager Carlos Vivanco Program Specialist Norma Campos Program Associate Daniel Chavez Technology Specialist Christopher Steward Director, Meetings & CLE Janet L. Hummons Senior Meetings Manager Debra Dotson Meeting Planner Ninah Moore CLE Coordinator Donald Quarles Meetings Assistant Felisha Stewart Membership Specialist Linda Wiley Administrative Assistant Theresa Beckham

7 Tort Trial and Insurance Practice Section Staff Organizational Chart

8 Section Sponsors Thomson Reuters MDD Forensic Accountants Robson Forensic Atlas Legal Research

9 Scope & Correlation Committee Overview

10 Scope Objectives Provide Training and Resources for GC Leaders Assist GCs In Providing Critical GC Functions Help Insure Delivery of GC Member Services (Publications, Programs, Etc.) Help Insure Continuity of GC Leadership Provide Longer-Term Planning for GCs 10

11 Scope Members Goal: Seasoned, Experienced, Successful GC Leaders Familiar With Operation of TIPS Appointed As Liaisons to 1-3 GCs 11

12 Major General Committee Functions Administrative Responsibilities Strategic Planning (Every 3 years) Regular Business Meetings Newsletters Programs Publications Current Website/Social Media Leadership Succession Membership Recruiting & Retention/Diversity Committee Evaluation 12

13 Administrative Responsibilities Timely Planning and Reporting Form A (Dec. 15) Form B (Feb. 15) Form C (May 15) Attendance all TIPS Leadership Meetings Fall and Spring GC Orientation Attendance at GCB Meetings 13

14 General Committees - Strategic Planning Rotation : Appellate Advocacy Automobile Litigation Cybersecurity & Data Privacy Excess Surplus Lines & Reinsurance Intellectual Property Law Media, Privacy & Advertising Law Pharmaceutical, Medical Device & Bioscience Property Insurance Law Self-Insurers and Risk Managers Title Insurance Toxic Torts & Environmental Law Litigation and Trial Practice : Admiralty & Maritime Law Aviation & Space Law Business Litigation Dispute Resolution Employment & Labor Law Insurance Coverage Litigation International Medicine & Law Professional Liability Insurance : Animal Law Commercial Transportation Litigation Corporate Counsel Employee Benefits Fidelity & Surety Law Health & Disability Insurance Insurance Regulation Life Insurance Law Products Liability Staff Counsel Workers' Compensation & Employers' Liability

15 Regular Business Meetings Fall, Section, and Annual Special Meetings (Programs) Committee Leadership Conference Calls Reports/Minutes 15

16 Newsletters Minimum: Two Per Year 16

17 Programs CLE Programs At TIPS Meetings Stand-alone Committee Programs Regional Programs Co-Sponsorship Opportunities 17

18 Publications Annual Law Survey/TIPS Journal Other Articles (The Brief, TortSource) Books 18

19 Website/Social Media Minimum: Updated Website Content Social Media: Facebook, LinkedIn, Twitter 19

20 Leadership Succession Four Year Plan Staffing of Other Critical Functions (Website, Social Media, Newsletter, Membership, Diversity, Plaintiffs Firm Outreach, Solo and Small Firm Outreach) 20

21 Recruitment and Retention Committee Communications Specific Activities/Plans 21

22 Criteria for a Successful Committee 1) Current Web Site 2) 4-Year Leadership Succession Plan 3) Strategic Plan every 3 years 4) Timely Reporting (Forms A, B & C) 5) 2 Newsletters- minimum 6) Conduct at least 2 business meetings - one of which should be in person 7) Any 2 of these 3: a) Annual Law Survey in TIPS Law Journal b) Publication c) CLE program (any format) 8) Report after each business meeting, including conference calls. Submit agenda, attendee list and minutes 9) Membership (recruitment and retention efforts) a) Introductory letter from new chair to current members b) Contact with new and recently-dropped members c) Periodic s/news alerts to membership d) Other membership touches, including survey, mentor program, brochures, etc. e) If possible, realizing this may not apply to all General Committees, Outreach to Plaintiff s, In-House Corporate Counsel, Solo and Small Firm Attorneys 10) Diversity efforts 11) Meeting Attendance a) GCB (three in person meetings) b) Orientation (Fall and Section Conference) c) Attend/Review 2 Orientation Webinars prior to the Fall Orientation

23 Scope Liaison Assignments Scope Member Assignment 1 Assignment 2 Ronald L. Richman Ginny L. Peterson Michael S. Beaver Samuel J. Arena Jr. Appellate Advocacy * David Becker Professional Liability Insurance John M. Bjorkman Excess Surplus Lines & Reinsurance * Louise Bjorkman Workers' Compensation & Employers' Liability Standing Committees Sandra J. Boyer Insurance Regulation Barbara Costello Commercial Transportation & Litigation Title Insurance* Thomas L. Davis Products Liability Standing Committees Christine Davis Corporate Counsel Denise Di Mascio International Charles Eppolito Automobile Litigation* Pharmaceutical, Medical Device & Bioscience* Joseph M. Hamilton Life Insurance Health & Disability Patricia G. Hughes Dispute Resolution Cybersecurity & Data Privacy* William Kruse Steven B. Lesser Juanita B. Luis James D. Myrick David C. Olson Eric L. Probst Nancy N. Quan Media Privacy & Advertising* Standing Committees Self-Insurers & Risk Managers* Property Insurance* Fidelity & Surety Aviation & Space Medicine Deborah Smith Animal Law Insurance Coverage Kathleen Strickland Business Litigation Stacy A. Tees Staff Counsel Admiralty & Maritime Amy S. Wilson Employee Benefits Intellectual Property* David V. Wilson II Litigation & Trial Practice* Cynthia Wyrick Employment & Labor Toxic Torts & Environmental Law* *Scheduled to undergo strategic planning in

24 ABA TIPS Scope & Correlation Committee Checklist for Scope Liaisons to General Committees Initial Contact Contact GC leaders for introductions and to answer general questions Identify any problems, concerns, needs, expectations, etc. Discuss handbook and review briefly their responsibilities over the year, e.g. ABC Forms, Score Sheet, attendance at GCB and orientation, etc. Exchange contact information Meetings Meet with GC leaders at Fall and Spring Orientation roundtable sessions to review Criteria for Successful Committees, Score sheet and other items of interest Stop in or attend GC in person business meetings quarterly at TIPS meetings Attend occasional GC teleconferences as appropriate or necessary Remind GC leaders to attend Scope Committee meetings as requested Meet with GC leaders at Annual meeting to review committee status and performance and to identify any areas of concern or opportunity going forward. Confirm Chairs and Chairs-Elect have viewed 2 Orientation Webinars available on the Leadership Portal Strategic Planning Sessions Contact GC leaders about up-coming strategic planning sessions and answer questions Attend Strategic Planning Session if possible Follow-up with GC leaders about strategic planning and get copy of plan report Reporting Remind GC leaders about report due dates [Forms A (December 15), B (February 15), C (May 15)] and get copies Get draft GC Score sheet by Mid-year, update by Spring and final before Annual meetings Activities Keep current on GC activities, events, projects, newsletters, programs, etc. in order to provide information for Scope review, evaluation and awards consideration