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LONESTARAdministrator

The

January - March 2017

Officers & DirectorsPresident: Kristy Parker

President-Elect: Brooks Gould

Vice President-Programs: Teresa Nowell

Secretary: Debby Reeves

Treasurer: Shannon Portugal

Director at Large: Nate Benson

Director at Large: Becca Stutsman

Past President: Donna Rankin

Sections Financial Management & Systems Technology Section Chair: Michael Singleton

Co-Chair: Colleen Smith

HR Section Chair: Priscilla Rike

Co-Chair: Laura Minafee

Large Firm Administrators Section Chair: Brenda Homan

Co-Chair: Lori Bounds

Small Firm Administrators Section Chair: Greg Grass

Co-Chair: Mary Kay Cornwall

Regular CommitteesBusiness Partner Committee BP Relations Chair: Bart Allin

BP Benefits Chair: Bob Gordon

Ex Officio Member: Brooks Gould

Community Service Chair: Kerri Gay

Co-Chair: Claudia Gonzalez

Education Committee Chair: Tracy Clark

Webinars - Co-Chair: Cherrie Citro

Webinars - Co-Chair: To Be Determined

ALA Body of Knowledge Advisor: Teresa Nowell

Membership & Peer Connection Committee Chair: Songhai Sledge

Co-Chair: Jennifer Nix

Member: Barbara Kuhlke

Member: Pam Breier

Social Committee Denise Leech

Cindy Stanley

Media & Communications Committee

- TechnologyWebmaster - Chair:

Joe Brennan

Website - Co-Chair: Susan Sharp

- NewsletterEditor - Newsletter -

Chair: Tracy Clark

2016-2017 Chapter LeadershipProofreader - Newsletter:

Deb Strube

Photography - Chair: Claudia Gonzalez

- RecordsChair: Debby Reeves

- Legal Community RelationsChair: Donna Rankin

Special Committees

Job Bank Chair: Donna Rankin

Nominating Committee Chair: Donna Rankin

Member: Kristy ParkerMember: Brooks GouldMember: Shari PriceMember: Therese BairdMember: Barbara Kuhlke

Survey Committee Chair: Pam Breier

Co-Chair: Lori Bounds

2 3

Editorial PolicyThe Lonestar Administrator is published by The Dallas Chapter of the Association of Legal Administrators (“Dallas ALA”). The Editor welcomes articles, letters, suggestions, and comments. Reprint requests and articles should be directed to the Editor. Opinions expressed in articles contained herein are strictly those of the contributors and do not necessarily reflect the opinions of Dallas ALA or its members. Reprinting of any portion of this newsletter by any means, electronic or mechanical, including photocopying, recording, or any information storage and retrieval system, is prohibited without permission of both the Editor and the Author. Newsletter Editor: Tracy Clark, CLM, MBA – Chief Operating Officer, Eberstein & Witherite LLP, 10440 N Central Expy, Suite 400, Dallas, TX 75231, Voice: 214.420.1410, E-mail: tracy.clark@ewlawyers.com. Business Partner Chair: Bart Allin - Operations Supervisor, Hunton & Williams, LLP, 1445 Ross Avenue, Dallas, TX 75202, Voice: 214.468.3521, Fax: 214.740.7187, E-mail: wallin@hunton.com.

Certified Legal Manager (CLM)

IN THIS ISSUEIN FOCUS: Human Resources (HR)

2 Chapter Leadership

4President’s Message

“All good things must come to an end ...or do they?”

12-14 Planning for Change in 2017

LOCAL NEWS

5 Section Meetings

6Save the Date!

Community Service Event - North Texas Food Bank

7 Focus on Member Area

9 Green Spot

RECAPS

8 November General Meeting & Luncheon

8 Halloween at the Zoo

9 Membership and Peer Connection’s New Member Orientation

10-11 January General Meeting and Business Partner Appreciaton Luncheon

11 Annual Holiday Luncheon

BUSINESS PARTNER NEWS

16 2017 Business Partner Commitment Form

17 2017 Business Partner Directory Product & Services Categories

18-20 Business Sponsorship Opportunities

212017 Business Partner Sponsorship

Benefits at a Glance

22 2017 Platinum Sponsors

PROFESSIONAL DEVELOPMENT

15 Business of Law eLearning

23 As An ALA Member You Get So Much More

24 2017 Annual Conference & Expo Denver, CO

CM Communication & Organizational Mgmt.

LI Legal Industry/Business Management

FM Financial Management OM Operations

Management

HR Human Resources Management

Certified Legal Manager (CLM)SM

The knowledge category codes used within this newsletter are for reference only. If a session has been pre-approved

for CLM credit prior to publication of this newsletter, the Certified Legal Manager icon will appear in the notice. If you need credit towards the CLM application education requirements or for recertification,

contact Tracy Clark CLM MBA at tlclark@polsinelli.com for current CLM credit status.

Officers & DirectorsPresident: Kristy Parker

President-Elect: Brooks Gould

Vice President-Programs: Teresa Nowell

Secretary: Debby Reeves

Treasurer: Shannon Portugal

Director at Large: Nate Benson

Director at Large: Becca Stutsman

Past President: Donna Rankin

Sections Financial Management & Systems Technology Section Chair: Michael Singleton

Co-Chair: Colleen Smith

HR Section Chair: Priscilla Rike

Co-Chair: Laura Minafee

Large Firm Administrators Section Chair: Brenda Homan

Co-Chair: Lori Bounds

Small Firm Administrators Section Chair: Greg Grass

Co-Chair: Mary Kay Cornwall

Regular CommitteesBusiness Partner Committee BP Relations Chair: Bart Allin

BP Benefits Chair: Bob Gordon

Ex Officio Member: Brooks Gould

Community Service Chair: Kerri Gay

Co-Chair: Claudia Gonzalez

Education Committee Chair: Tracy Clark

Webinars - Co-Chair: Cherrie Citro

Webinars - Co-Chair: To Be Determined

ALA Body of Knowledge Advisor: Teresa Nowell

Membership & Peer Connection Committee Chair: Songhai Sledge

Co-Chair: Jennifer Nix

Member: Barbara Kuhlke

Member: Pam Breier

Social Committee Denise Leech

Cindy Stanley

Media & Communications Committee

- TechnologyWebmaster - Chair:

Joe Brennan

Website - Co-Chair: Susan Sharp

- NewsletterEditor - Newsletter -

Chair: Tracy Clark

2016-2017 Chapter LeadershipProofreader - Newsletter:

Deb Strube

Photography - Chair: Claudia Gonzalez

- RecordsChair: Debby Reeves

- Legal Community RelationsChair: Donna Rankin

Special Committees

Job Bank Chair: Donna Rankin

Nominating Committee Chair: Donna Rankin

Member: Kristy ParkerMember: Brooks GouldMember: Shari PriceMember: Therese BairdMember: Barbara Kuhlke

Survey Committee Chair: Pam Breier

Co-Chair: Lori Bounds

2 3

Editorial PolicyThe Lonestar Administrator is published by The Dallas Chapter of the Association of Legal Administrators (“Dallas ALA”). The Editor welcomes articles, letters, suggestions, and comments. Reprint requests and articles should be directed to the Editor. Opinions expressed in articles contained herein are strictly those of the contributors and do not necessarily reflect the opinions of Dallas ALA or its members. Reprinting of any portion of this newsletter by any means, electronic or mechanical, including photocopying, recording, or any information storage and retrieval system, is prohibited without permission of both the Editor and the Author. Newsletter Editor: Tracy Clark, CLM, MBA – Chief Operating Officer, Eberstein & Witherite LLP, 10440 N Central Expy, Suite 400, Dallas, TX 75231, Voice: 214.420.1410, E-mail: tracy.clark@ewlawyers.com. Business Partner Chair: Bart Allin - Operations Supervisor, Hunton & Williams, LLP, 1445 Ross Avenue, Dallas, TX 75202, Voice: 214.468.3521, Fax: 214.740.7187, E-mail: wallin@hunton.com.

Certified Legal Manager (CLM)

IN THIS ISSUEIN FOCUS: Human Resources (HR)

2 Chapter Leadership

4President’s Message

“All good things must come to an end ...or do they?”

12-14 Planning for Change in 2017

LOCAL NEWS

5 Section Meetings

6Save the Date!

Community Service Event - North Texas Food Bank

7 Focus on Member Area

9 Green Spot

RECAPS

8 November General Meeting & Luncheon

8 Halloween at the Zoo

9 Membership and Peer Connection’s New Member Orientation

10-11 January General Meeting and Business Partner Appreciaton Luncheon

11 Annual Holiday Luncheon

BUSINESS PARTNER NEWS

16 2017 Business Partner Commitment Form

17 2017 Business Partner Directory Product & Services Categories

18-20 Business Sponsorship Opportunities

212017 Business Partner Sponsorship

Benefits at a Glance

22 2017 Platinum Sponsors

PROFESSIONAL DEVELOPMENT

15 Business of Law eLearning

23 As An ALA Member You Get So Much More

24 2017 Annual Conference & Expo Denver, CO

CM Communication & Organizational Mgmt.

LI Legal Industry/Business Management

FM Financial Management OM Operations

Management

HR Human Resources Management

Certified Legal Manager (CLM)SM

The knowledge category codes used within this newsletter are for reference only. If a session has been pre-approved

for CLM credit prior to publication of this newsletter, the Certified Legal Manager icon will appear in the notice. If you need credit towards the CLM application education requirements or for recertification,

contact Tracy Clark CLM MBA at tlclark@polsinelli.com for current CLM credit status.

LOCAL NewsIN FOCUS: Human Resources (HR)

54

As of April 1, 2017, my new role will be the Past President. Preparing for this transition I began to think where do I go from here? What benefit can I offer the Chapter now, as the Past President, and in the following year when I am no longer on the Board? I then reflected on what made me interested in joining ALA in the first place. My primary interest in joining ALA was to access the abundance of resources, educational components, local business partners, and to be connected to the legal community. Over the years, I have enjoyed all of these things and the added bonus of gaining a second family.

I truly believe that our Chapter leads by excellence! And, by that, I refer to the collegiality and ongoing support of our members and the unwavering dedication that our members have in evolving the Chapter.

I wish the new Board of Directors, leadership team and incoming President, Brooks Gould, much success in 2017-2018!

I remember coming in experiencing all of the mixed feelings and emotions that past presidents have talked about…excitement,

nervousness, and anxiety. It’s a lot to endure when you recognize the Chapter’s continued

success is riding on your leadership. While these emotions were present, I felt confident going in to this role not only because I had the passion to commit to the Chapter, but also had a stellar Board of Directors and leader-ship team by my side.

Over the past year, the Board has been focused on these four key areas: 1) member recruitment & retention, 2) communication, 3) education, and 4) community relations. We gathered information from various sources, including the ALA Annual Conference, the Chapter Leadership Institute, and from numerous discussions at our monthly Board meetings, as well as our Board Retreat. We found ways to engage members, revitalize our

educational components, and streamline our communications using StarChapter (our new system that was rolled out earlier this year). While our focus on these areas will be ongoing and lead into the next Presidency, I feel confident that you recognized improvement over the course of the year and that we continue to progress.

Kristy ParKer2016-2017 President

dallas ChaPter

FOR POSITION

Over the past year, we

found ways to engage

members, revitalize

our educational

components, and

streamline our

communications

President’s Message

All good things must come to an end...or do they?

As I reflect on the past year, I cannot believe how quickly my presidency has passed!

Kristy

Meetings are held on the 2nd Tuesday of each month. To RSVP or for more information, please contact Brenda Homan brenda.homan@morganlewis.com or Lori Bounds lbounds@jonesday.com.

Large Firm Administrators

BRENDA HOMAN lori bounds

Meetings are held on the 1st Tuesday of each month. To RSVP or for more information, please contact Greg Grass ggrass@ccsb.com or Mary Kay Cornwell mcornwall@getrial.com.

Small Firm Administrators

mary Kay cornwell

GreG Grass

micHael sinGleton

Meetings are held on the 3rd Tuesday of even months. To RSVP or for more information, please contact Michael Singleton msingleton@laroepc.com or Colleen Smith colleen.smith@fletcherfarley.com

Financial Management & Systems Technology

colleen smitH

Human ResourcesMeetings are held on the 4th Tuesday of each month. To RSVP or for more information, please contact Priscilla Rike prike@cowlesthompson.com or Laura Minafee laura.minafee@tklaw.com.

Priscilla riKe laura minafee

SECTION MEETINGS NOTE: All members are welcome to attend all Section Meetings regardless of position, title or assigned responsibilities.

LOCAL NewsIN FOCUS: Human Resources (HR)

54

As of April 1, 2017, my new role will be the Past President. Preparing for this transition I began to think where do I go from here? What benefit can I offer the Chapter now, as the Past President, and in the following year when I am no longer on the Board? I then reflected on what made me interested in joining ALA in the first place. My primary interest in joining ALA was to access the abundance of resources, educational components, local business partners, and to be connected to the legal community. Over the years, I have enjoyed all of these things and the added bonus of gaining a second family.

I truly believe that our Chapter leads by excellence! And, by that, I refer to the collegiality and ongoing support of our members and the unwavering dedication that our members have in evolving the Chapter.

I wish the new Board of Directors, leadership team and incoming President, Brooks Gould, much success in 2017-2018!

I remember coming in experiencing all of the mixed feelings and emotions that past presidents have talked about…excitement,

nervousness, and anxiety. It’s a lot to endure when you recognize the Chapter’s continued

success is riding on your leadership. While these emotions were present, I felt confident going in to this role not only because I had the passion to commit to the Chapter, but also had a stellar Board of Directors and leader-ship team by my side.

Over the past year, the Board has been focused on these four key areas: 1) member recruitment & retention, 2) communication, 3) education, and 4) community relations. We gathered information from various sources, including the ALA Annual Conference, the Chapter Leadership Institute, and from numerous discussions at our monthly Board meetings, as well as our Board Retreat. We found ways to engage members, revitalize our

educational components, and streamline our communications using StarChapter (our new system that was rolled out earlier this year). While our focus on these areas will be ongoing and lead into the next Presidency, I feel confident that you recognized improvement over the course of the year and that we continue to progress.

Kristy ParKer2016-2017 President

dallas ChaPter

FOR POSITION

Over the past year, we

found ways to engage

members, revitalize

our educational

components, and

streamline our

communications

President’s Message

All good things must come to an end...or do they?

As I reflect on the past year, I cannot believe how quickly my presidency has passed!

Kristy

Meetings are held on the 2nd Tuesday of each month. To RSVP or for more information, please contact Brenda Homan brenda.homan@morganlewis.com or Lori Bounds lbounds@jonesday.com.

Large Firm Administrators

BRENDA HOMAN lori bounds

Meetings are held on the 1st Tuesday of each month. To RSVP or for more information, please contact Greg Grass ggrass@ccsb.com or Mary Kay Cornwell mcornwall@getrial.com.

Small Firm Administrators

mary Kay cornwell

GreG Grass

micHael sinGleton

Meetings are held on the 3rd Tuesday of even months. To RSVP or for more information, please contact Michael Singleton msingleton@laroepc.com or Colleen Smith colleen.smith@fletcherfarley.com

Financial Management & Systems Technology

colleen smitH

Human ResourcesMeetings are held on the 4th Tuesday of each month. To RSVP or for more information, please contact Priscilla Rike prike@cowlesthompson.com or Laura Minafee laura.minafee@tklaw.com.

Priscilla riKe laura minafee

SECTION MEETINGS NOTE: All members are welcome to attend all Section Meetings regardless of position, title or assigned responsibilities.

LOCAL News LOCAL News

6 7

ALA Volunteer Opportunity Chapter Members and Business Partners Needed

COMMUNITY SERVICE EVENT February 25, 2017

9:00 AM - 11:30 AM

North Texas Food Bank 4500 S. Cockrell Hill Road Dallas, TX

The North Texas Food Bank (NTFB) is a top-ranked nonprofit relief organization, and the largest North

Texas charity. Each day, the North Texas Food Bank provides access to 170,000 meals for hungry children,

seniors and families through a network of more than 1,000 programs and 262 Partner Agencies.

NTFB is a member of Feeding America, a national hunger relief organization.

Save the Date!

Registration for this event has been streamlined!PART 1 (this is a one-time process)

1. Please click on the link to register as a volunteer. http://ntfb.volunteerhub.com/SignIn.aspx2. IMPORTANT: When prompted, enter join code: DALA2016

This will allow for you to join the group and to sign up for slots held under the group name.3. Follow prompts to complete registration.

PART 2

1. Please click on volunteer shift: Saturday, February 25th from 9:00 to 11:30 am2. Read Summary and then click on “Sign Up” button at bottom of page.3. Follow prompts to complete sign up

PART 3

1. You will receive an email confirmation with more details.2. Please read details carefully.IMPORTANT: Sign-ups will close a week prior to the volunteer shift. Any unclaimed slots will be opened to the public. Last chance to cancel will be within 24 hours of the volunteer shift.

WEBSITEFOCUS ON MEMBER AREA

Member Directory – search for members by name or by firm. Also search for leaders of ALA Groups. You can access a list of all ALA Groups by clicking on the dropdown arrow by Member Groups. Show Filter must be on.

Member Dues – Membership dues can be processed through the website each year. The membership expiration date is displayed in this area as well.

Member Information Editor – This area allows you to update your information including a change of password or contact information. A photo of yourself can be uploaded in this area.

Calendar of Events

The Calendar of Events can be accessed from almost any page on the website. It has a listing of the Chapter’s section meetings, general meetings, board of directors’ meetings, social events, webinars and more.

Click on the event of interest on the calendar and you will be directed to the event page where you will find detailed information such as venue, directions and even a link to add to your calendar.

Be sure to click on the button to ensure your attendance is included for the event.

Your member information will be pre-filled in and you can also make payment at this time if needed.

Registering for events helps your section/committee chairs be prepared for the number of members attending these events and helps ensure proper seating arrangements.

We hope you are finding the new site to be user-friendly and a great resource! If you have any problems with the website, please contact the Technology Committee at webmaster@dallasala.org.

LOCAL News LOCAL News

6 7

ALA Volunteer Opportunity Chapter Members and Business Partners Needed

COMMUNITY SERVICE EVENT February 25, 2017

9:00 AM - 11:30 AM

North Texas Food Bank 4500 S. Cockrell Hill Road Dallas, TX

The North Texas Food Bank (NTFB) is a top-ranked nonprofit relief organization, and the largest North

Texas charity. Each day, the North Texas Food Bank provides access to 170,000 meals for hungry children,

seniors and families through a network of more than 1,000 programs and 262 Partner Agencies.

NTFB is a member of Feeding America, a national hunger relief organization.

Save the Date!

Registration for this event has been streamlined!PART 1 (this is a one-time process)

1. Please click on the link to register as a volunteer. http://ntfb.volunteerhub.com/SignIn.aspx2. IMPORTANT: When prompted, enter join code: DALA2016

This will allow for you to join the group and to sign up for slots held under the group name.3. Follow prompts to complete registration.

PART 2

1. Please click on volunteer shift: Saturday, February 25th from 9:00 to 11:30 am2. Read Summary and then click on “Sign Up” button at bottom of page.3. Follow prompts to complete sign up

PART 3

1. You will receive an email confirmation with more details.2. Please read details carefully.IMPORTANT: Sign-ups will close a week prior to the volunteer shift. Any unclaimed slots will be opened to the public. Last chance to cancel will be within 24 hours of the volunteer shift.

WEBSITEFOCUS ON MEMBER AREA

Member Directory – search for members by name or by firm. Also search for leaders of ALA Groups. You can access a list of all ALA Groups by clicking on the dropdown arrow by Member Groups. Show Filter must be on.

Member Dues – Membership dues can be processed through the website each year. The membership expiration date is displayed in this area as well.

Member Information Editor – This area allows you to update your information including a change of password or contact information. A photo of yourself can be uploaded in this area.

Calendar of Events

The Calendar of Events can be accessed from almost any page on the website. It has a listing of the Chapter’s section meetings, general meetings, board of directors’ meetings, social events, webinars and more.

Click on the event of interest on the calendar and you will be directed to the event page where you will find detailed information such as venue, directions and even a link to add to your calendar.

Be sure to click on the button to ensure your attendance is included for the event.

Your member information will be pre-filled in and you can also make payment at this time if needed.

Registering for events helps your section/committee chairs be prepared for the number of members attending these events and helps ensure proper seating arrangements.

We hope you are finding the new site to be user-friendly and a great resource! If you have any problems with the website, please contact the Technology Committee at webmaster@dallasala.org.

CHAPTER Recaps CHAPTER Recaps

8 9

General MeetingNovember 10, 2016

Halloween at the ZooOctober 27, 2016

sPeaKer, roGer Hayse

Judy ortiZ, beacon Hill

At the General Meeting on November, 10, Roger Hayse, of Hayse LLC, shared his in-sight on Leadership in Times of Transition. Roger pointed out the different elements of change that prompt transition in law firms whether it be changes to billing rates, fee structure, employees or mergers. Another topic of discussion was the importance of succession planning. From small organiza-tions to a multi-office law firm. Succession planning, or a lack thereof, will determine the future of our firms. For more informa-tion, Roger can be contacted at rhayse@haysellc.com

HeatHer boX, beacon Hill

As we start 2017, I would like to share with you why I am so passionate about all of us doing our fair share (and more) to preserve our planet.

My great grandmother was Native American. Although she left us shortly after I was born, my grandfather and father instilled in me the respect and reverence for all living creatures on our planet that she had passed down to them. Some of my first memories as a child were help-ing my grandfather plant vegetables in his gar-den and my father teaching me to fish before I started kindergarten.

The in-coming administration has been talk-ing about dismantling the E.P.A. This truly scares me. Whether it happens or not, let’s all make a commitment this year to do our part to keep our planet healthy. I firmly believe that if we don’t protect our natural resources, if we continue to take and not give back, if we forget that we owe Mother Nature a big “Thank You” for all she’s done for

us – she will fight back. She doesn’t need us to survive, we need her.

Recycle, re-use, and re-purpose whenever pos-sible. The “plastic” cups and utensils in my office are actually made of corn that biodegrades in the land fill. Our “paper” cups are made out of the same materials used on Navy submarines. They dissolve completely in water and won’t harm sea life. Our kitchens have natural, bio-degradable, non-toxic cleaners. The containers they come in are recyclable. Everyone has a recycle bin at their desks as well as a trash bin. We are paperless whenever possible, we submit documents digitally far more often than not,

and anything that is going to be sent digitally and then tossed out, we print on the back of

used paper.

Every little thing we do that can make a difference will add up over time. Let’s do our best to take care of our planet as our way of saying thank you for all she’s

given us throughout the years.

THE GREEN SPOT by Kris Marohn

Membership & Peer Connection’s New Member Orientation

November 4 In attendance were Mary Bayer, Debra Reeves, Songhai Sledge, Jennifer Nix and Maria Razo. In attendance but not pictured were Barbara Kuhlke and Pam Breier.

donna ranKin

Pam breier and Kerri Gayour sPooKtacular cHaPter

Pat mitcHell and bart allin

teresa nowell, bart allin, Kim williams, brooKs Gould and Kristy ParKer

CHAPTER Recaps CHAPTER Recaps

8 9

General MeetingNovember 10, 2016

Halloween at the ZooOctober 27, 2016

sPeaKer, roGer Hayse

Judy ortiZ, beacon Hill

At the General Meeting on November, 10, Roger Hayse, of Hayse LLC, shared his in-sight on Leadership in Times of Transition. Roger pointed out the different elements of change that prompt transition in law firms whether it be changes to billing rates, fee structure, employees or mergers. Another topic of discussion was the importance of succession planning. From small organiza-tions to a multi-office law firm. Succession planning, or a lack thereof, will determine the future of our firms. For more informa-tion, Roger can be contacted at rhayse@haysellc.com

HeatHer boX, beacon Hill

As we start 2017, I would like to share with you why I am so passionate about all of us doing our fair share (and more) to preserve our planet.

My great grandmother was Native American. Although she left us shortly after I was born, my grandfather and father instilled in me the respect and reverence for all living creatures on our planet that she had passed down to them. Some of my first memories as a child were help-ing my grandfather plant vegetables in his gar-den and my father teaching me to fish before I started kindergarten.

The in-coming administration has been talk-ing about dismantling the E.P.A. This truly scares me. Whether it happens or not, let’s all make a commitment this year to do our part to keep our planet healthy. I firmly believe that if we don’t protect our natural resources, if we continue to take and not give back, if we forget that we owe Mother Nature a big “Thank You” for all she’s done for

us – she will fight back. She doesn’t need us to survive, we need her.

Recycle, re-use, and re-purpose whenever pos-sible. The “plastic” cups and utensils in my office are actually made of corn that biodegrades in the land fill. Our “paper” cups are made out of the same materials used on Navy submarines. They dissolve completely in water and won’t harm sea life. Our kitchens have natural, bio-degradable, non-toxic cleaners. The containers they come in are recyclable. Everyone has a recycle bin at their desks as well as a trash bin. We are paperless whenever possible, we submit documents digitally far more often than not,

and anything that is going to be sent digitally and then tossed out, we print on the back of

used paper.

Every little thing we do that can make a difference will add up over time. Let’s do our best to take care of our planet as our way of saying thank you for all she’s

given us throughout the years.

THE GREEN SPOT by Kris Marohn

Membership & Peer Connection’s New Member Orientation

November 4 In attendance were Mary Bayer, Debra Reeves, Songhai Sledge, Jennifer Nix and Maria Razo. In attendance but not pictured were Barbara Kuhlke and Pam Breier.

donna ranKin

Pam breier and Kerri Gayour sPooKtacular cHaPter

Pat mitcHell and bart allin

teresa nowell, bart allin, Kim williams, brooKs Gould and Kristy ParKer

CHAPTER Recaps CHAPTER Recaps

10 11

General Meeting and Business Partner Appreciation LuncheonJanuary 12, 2017

bP HeatHer boX, VicKie daniel and amy flowers

tHerese baird, Glen diamond and laura minafee

deb strube and daVid turecHeK

Jennifer niX and eliZabetH brown

deb strube, celia GercHario and neil diamond

Helen HoeflicH and mary cornwall

lori bounds and sHari Price

brenda Homan and oma conn

barbara KuHlKe, Pete Hammerle and bob Gordon

bP lisa Hanes and micHelle sHePPard

sPeaKer, tracy sPears

bP sandra berry Annual Holiday Luncheon

December 8, 2016

MORTON’STHE STEAKHOUSE

Tracy Spears has over 25 years of experience as a national business consultant, special-izing in leadership coaching, temperament training and enhancing work place com-munication. Tracy interactively coached the group on how to recognize four distinct types of temperaments and how to deal with employees based on their primary tem-perament type.

The Dallas Chapter’s Annual Holi-day Luncheon was held on Thurs-day, December 8, 2016 at Morton’s Steakhouse, and included both Chap-ter members and Business Partners. This year’s holiday service project was the Children’s Medical Center Foundation. The Chapter awarded a $500 donation plus Chapter member donations which exceeded $1,500. In addition to the monetary donations, the Dallas members and Business

Partners also donated hundreds of gifts which included clothing and toys for the children.

Our luncheon was filled with joy and laughter and generous hearts!

CHAPTER Recaps CHAPTER Recaps

10 11

General Meeting and Business Partner Appreciation LuncheonJanuary 12, 2017

bP HeatHer boX, VicKie daniel and amy flowers

tHerese baird, Glen diamond and laura minafee

deb strube and daVid turecHeK

Jennifer niX and eliZabetH brown

deb strube, celia GercHario and neil diamond

Helen HoeflicH and mary cornwall

lori bounds and sHari Price

brenda Homan and oma conn

barbara KuHlKe, Pete Hammerle and bob Gordon

bP lisa Hanes and micHelle sHePPard

sPeaKer, tracy sPears

bP sandra berry Annual Holiday Luncheon

December 8, 2016

MORTON’STHE STEAKHOUSE

Tracy Spears has over 25 years of experience as a national business consultant, special-izing in leadership coaching, temperament training and enhancing work place com-munication. Tracy interactively coached the group on how to recognize four distinct types of temperaments and how to deal with employees based on their primary tem-perament type.

The Dallas Chapter’s Annual Holi-day Luncheon was held on Thurs-day, December 8, 2016 at Morton’s Steakhouse, and included both Chap-ter members and Business Partners. This year’s holiday service project was the Children’s Medical Center Foundation. The Chapter awarded a $500 donation plus Chapter member donations which exceeded $1,500. In addition to the monetary donations, the Dallas members and Business

Partners also donated hundreds of gifts which included clothing and toys for the children.

Our luncheon was filled with joy and laughter and generous hearts!

IN FOCUS: Human Resources (HR) IN FOCUS: Human Resources (HR)

12 13

HR - Required Postings for the WorkplaceIf your Federal Law Posters were procured prior to August 1, 2016 then they are likely already out of date. The new notices should have been updated by November 1, 2016. The postings must be in a conspicuous place where all employees have regular access and with text large enough that they are easily readable by all employees, including those with disabilities. Here are at least 3 changes that make your old posters obsolete.

1. Although the minimum wage did not change, language was added warning against incor-rect classification of workers as independent contractors and information for nursing moth-ers in the workplace.

2. The OSHA poster (Occupational Safety and Health Administration) has been updated with language that notifies employees of their right to report a work-related illness or injury with-out fear of retaliation.

3. The EPPA poster (Employee Polygraph Protection Act) changed the language to include a statement that the Secretary of Labor can impose civil penalties against companies that vio-late the EPPA.

A full list of Federal notices that must be posted in the workplace can be found on the United States Department of Labor website (www.dol.gov/whd/resources/posters.htm).

The Teas Workforce Commission website (www.twc.state.tx.us/businesses/posters-work-place) has the full list of required and optional posters, including the Federal require-ments. This site also offers free printable individual posters for each of the required and optional employer postings. There are also vendors that provide combined post-ers that are automatically updated each time a change is made that requires updated

postings.

HR - Your Organization’s Holiday CalendarNotifying your employees of the organization’s paid holidays and office closure schedule is some-times overlooked in the flurry of activities that take place at year end. Consider sending out a cal-endar to all employees noting the important dates for the year. These can include paid holidays, pay days, early closure days, periods of time that require vacation coverage coordination (Spring Break, Summer Vacation, religious holidays, etc.), Federal holidays when the organization is open (but mail delivery, court closures or other services may be impacted), and milestone dates such as

the firm anniversary, days of diversity celebrations or administrative professional’s day.

In October 2016 SHRM (Society of Human Resource Management) pub-lished survey findings for research they did of holidays organizations were observing for 2017. The full survey can be found on the SHRM website (www.shrm.org/hr-today/trends-and-forcasting/research-and-surveys/documents/SHRM-Survey-Finds-2017-Holiday-Schedules.pdf ). Below are a few of the highlights of that survey.

Planning for Change in 2017 By Tracy L. Clark, CLM, MBA

Year end in a law firm is always a busy time for legal administrators. Whether you are in Accounting, Human Resources, Information Technology, Marketing or some other administrative department, planning for a new year takes hard work, vision, patience and lots of information about what must be done to prepare for the future state of your organization. Below are just a few of the things to keep in mind for 2017.

1. 90+% of organizations will observe New Year’s day (on 1/2/17), Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day.

2. Approximately 15% of organizations close the full week between Christ-mas and New Year’s.

3. Approximately 30% of organizations offer floating holidays.

4. More than half (57%) of organizations surveyed offer premium pay for working on holidays.

HR/Accounting - FLSA Salary ThresholdA Federal District Court Judge in Texas placed a nationwide injunction on the overtime rule revision that was scheduled to take place on December 1, 2016. That overtime rule called for the salary threshold for exempt employees to increase from $23,660 per year to $47,476 annually. While the rule is not completely off the table, there are bills being proposed that would either delay, phase in, eliminate or redraft a whole new rule altogether.

While it is uncertain how a Trump presidency will impact the outcome of the FLSA salary threshold debate, employers should watch this topic unfold in 2017. Here are a few of the congressional alternatives currently being considered. A quick internet search of each provides in-depth information about each of these bills.

1. The Regulatory Relief for Small Businesses, Schools and Nonprofits Act (H.R 6094) was presented in the House by Representative Tim Walberg, R-Michigan – Proposes delaying the effective date until June 1, 2017

2. The Regulatory Relief for Small Businesses, Schools and Nonprofits Act (S. 3462) was presented in the Senate by Senator James Lankford, R-Oklaho-ma – Proposes eliminating, delaying or slowing implementation

3. The Overtime Reform and Enhancement Act (H.R. 5813) was intro-duced in the House by Representative Kurt Schrader, D-Oregon – Pro-poses phasing in the rule over four years and eliminating inflation-based increases

4. The Overtime Reform and Review Act (S. 3464) was introduced in the Senate by five Republican Senators from Tennessee, Maine, Arizona, Oklahoma and South Carolina – Proposes a phasing in of the rule grad-ually beginning in 2018 and continuing through 2020.

Stay tuned for more on the FLSA Salary Threshold topic as we progress through 2017 under the Trump administration.

IT – The Digital WorkplaceIn the news we are hearing more and more about law firm’s being hacked and critical information being stolen. Just recently the Wall Street Journal reported that three Chinese hackers were arrested on December 25, 2016 and charged with trading on stolen law firm data. The hackers made more than $4,000,000 after breaking into the servers of Cravath Swaine & Moore LLP, Weil Gotshal & Manges LLP and five other New York law firms back in the Spring of 2016. The hackers then used information obtained from the firms to purchase stock in Intermune, Intel Corp, and Pitney Bowes Inc. before major deals were finalized that caused those stocks to rise.

In the news we are hearing more and more about law firm’s being hacked and critical information being stolen.

Continued on page 14

IN FOCUS: Human Resources (HR) IN FOCUS: Human Resources (HR)

12 13

HR - Required Postings for the WorkplaceIf your Federal Law Posters were procured prior to August 1, 2016 then they are likely already out of date. The new notices should have been updated by November 1, 2016. The postings must be in a conspicuous place where all employees have regular access and with text large enough that they are easily readable by all employees, including those with disabilities. Here are at least 3 changes that make your old posters obsolete.

1. Although the minimum wage did not change, language was added warning against incor-rect classification of workers as independent contractors and information for nursing moth-ers in the workplace.

2. The OSHA poster (Occupational Safety and Health Administration) has been updated with language that notifies employees of their right to report a work-related illness or injury with-out fear of retaliation.

3. The EPPA poster (Employee Polygraph Protection Act) changed the language to include a statement that the Secretary of Labor can impose civil penalties against companies that vio-late the EPPA.

A full list of Federal notices that must be posted in the workplace can be found on the United States Department of Labor website (www.dol.gov/whd/resources/posters.htm).

The Teas Workforce Commission website (www.twc.state.tx.us/businesses/posters-work-place) has the full list of required and optional posters, including the Federal require-ments. This site also offers free printable individual posters for each of the required and optional employer postings. There are also vendors that provide combined post-ers that are automatically updated each time a change is made that requires updated

postings.

HR - Your Organization’s Holiday CalendarNotifying your employees of the organization’s paid holidays and office closure schedule is some-times overlooked in the flurry of activities that take place at year end. Consider sending out a cal-endar to all employees noting the important dates for the year. These can include paid holidays, pay days, early closure days, periods of time that require vacation coverage coordination (Spring Break, Summer Vacation, religious holidays, etc.), Federal holidays when the organization is open (but mail delivery, court closures or other services may be impacted), and milestone dates such as

the firm anniversary, days of diversity celebrations or administrative professional’s day.

In October 2016 SHRM (Society of Human Resource Management) pub-lished survey findings for research they did of holidays organizations were observing for 2017. The full survey can be found on the SHRM website (www.shrm.org/hr-today/trends-and-forcasting/research-and-surveys/documents/SHRM-Survey-Finds-2017-Holiday-Schedules.pdf ). Below are a few of the highlights of that survey.

Planning for Change in 2017 By Tracy L. Clark, CLM, MBA

Year end in a law firm is always a busy time for legal administrators. Whether you are in Accounting, Human Resources, Information Technology, Marketing or some other administrative department, planning for a new year takes hard work, vision, patience and lots of information about what must be done to prepare for the future state of your organization. Below are just a few of the things to keep in mind for 2017.

1. 90+% of organizations will observe New Year’s day (on 1/2/17), Memorial Day, Independence Day, Labor Day, Thanksgiving Day and Christmas Day.

2. Approximately 15% of organizations close the full week between Christ-mas and New Year’s.

3. Approximately 30% of organizations offer floating holidays.

4. More than half (57%) of organizations surveyed offer premium pay for working on holidays.

HR/Accounting - FLSA Salary ThresholdA Federal District Court Judge in Texas placed a nationwide injunction on the overtime rule revision that was scheduled to take place on December 1, 2016. That overtime rule called for the salary threshold for exempt employees to increase from $23,660 per year to $47,476 annually. While the rule is not completely off the table, there are bills being proposed that would either delay, phase in, eliminate or redraft a whole new rule altogether.

While it is uncertain how a Trump presidency will impact the outcome of the FLSA salary threshold debate, employers should watch this topic unfold in 2017. Here are a few of the congressional alternatives currently being considered. A quick internet search of each provides in-depth information about each of these bills.

1. The Regulatory Relief for Small Businesses, Schools and Nonprofits Act (H.R 6094) was presented in the House by Representative Tim Walberg, R-Michigan – Proposes delaying the effective date until June 1, 2017

2. The Regulatory Relief for Small Businesses, Schools and Nonprofits Act (S. 3462) was presented in the Senate by Senator James Lankford, R-Oklaho-ma – Proposes eliminating, delaying or slowing implementation

3. The Overtime Reform and Enhancement Act (H.R. 5813) was intro-duced in the House by Representative Kurt Schrader, D-Oregon – Pro-poses phasing in the rule over four years and eliminating inflation-based increases

4. The Overtime Reform and Review Act (S. 3464) was introduced in the Senate by five Republican Senators from Tennessee, Maine, Arizona, Oklahoma and South Carolina – Proposes a phasing in of the rule grad-ually beginning in 2018 and continuing through 2020.

Stay tuned for more on the FLSA Salary Threshold topic as we progress through 2017 under the Trump administration.

IT – The Digital WorkplaceIn the news we are hearing more and more about law firm’s being hacked and critical information being stolen. Just recently the Wall Street Journal reported that three Chinese hackers were arrested on December 25, 2016 and charged with trading on stolen law firm data. The hackers made more than $4,000,000 after breaking into the servers of Cravath Swaine & Moore LLP, Weil Gotshal & Manges LLP and five other New York law firms back in the Spring of 2016. The hackers then used information obtained from the firms to purchase stock in Intermune, Intel Corp, and Pitney Bowes Inc. before major deals were finalized that caused those stocks to rise.

In the news we are hearing more and more about law firm’s being hacked and critical information being stolen.

Continued on page 14

PROFESSIONAL DEVELOPMENTIN FOCUS: Human Resources (HR)

1514

How easy was it for them to hack into the law firms? All it took was one employee log-in credential per firm. Once logged into the firm’s network, the hackers placed malware on the firm’s server that allowed them access to the e-mail accounts of key people handling major deals for their clients. Could this happen to you? Of course. Here are just a few of the ways hackers may gain informa-tion that equals an invitation to access your firm’s data. Some may seem a little far-fetched but have actually occurred in recent years.

1. Failing to disable a terminating dis-gruntled employee’s access imme-diately

2. Leaving log-in information on a stickie note under an employee’s keyboard

3. Forgetting to collect a new hire’s paperwork from the printer that contains temporary login informa-tion

4. Using a public Wi-Fi network to log in to the firm’s servers when two-factor authentication is not in place to prevent unauthorized access

5. Allowing guests to log in to the firm’s network rather than a sepa-rate guest network

6. Losing a laptop, tablet or phone with the password “remembered” so anyone can gain access

7. Sitting near a stranger on a plane or other public place and they are able to watch your fingers as you type in a password

8. Tenants or workers in the building next door can view you logging in through the telescope they have pointed at the “sky”

Bottom line – protect your firm’s information by implementing two-factor authentication meth-ods, tightening up access points, holding employ-ees accountable for the security of their devices, training them how to protect the firm by staying alert to activities around them, have strict policies in place regarding lost access devices and require frequent password changes that include a com-bination of letter, numbers and symbols. The American Bar Association and ILTA (International Legal Technology Association) have several great articles on this topic on their website.

• Hacking the Law www.americanbar.org/content/newsletter/publications/law_practice_today_home/lpt-archives/2014/january14/hacking-the-law.html

• Security Systems Protective Measures Against Hackers http://www.americanbar.org/content/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/brumfiel.html

• SharePoint Hack-ability, How Safe Is Your Environment? http://connect.iltanet.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=6eb70905-f129-4f58-af44-c97bf1aeee0e&forceDialog=0&_ga=1.115173761.706195881.1470067342&ssopc=1

• A Practical Guide for Building Hack-Proof Desktops http://connect.iltanet.org/viewdocument/a-practical-guide-fo?_ga=1.115173761.706195881.1470067342&ssopc=1

• Anomalies, Hacks and Lateral Moves: Monitor & Address Information Risks http://connect.iltanet.org/viewdocument/05-29-14-webinar-rec?_ga=1.118320655.706195881.1470067342&ssopc=1

• Anatomy of Cyberattacks http://connect.iltanet.org/viewdocument/anatomy-of-cyberattacks?_ga=1.218980895.706195881.1470067342&ssopc=1

Protect your firm’s information from hacking!

Continued from page 13

PROFESSIONAL DEVELOPMENTIN FOCUS: Human Resources (HR)

1514

How easy was it for them to hack into the law firms? All it took was one employee log-in credential per firm. Once logged into the firm’s network, the hackers placed malware on the firm’s server that allowed them access to the e-mail accounts of key people handling major deals for their clients. Could this happen to you? Of course. Here are just a few of the ways hackers may gain informa-tion that equals an invitation to access your firm’s data. Some may seem a little far-fetched but have actually occurred in recent years.

1. Failing to disable a terminating dis-gruntled employee’s access imme-diately

2. Leaving log-in information on a stickie note under an employee’s keyboard

3. Forgetting to collect a new hire’s paperwork from the printer that contains temporary login informa-tion

4. Using a public Wi-Fi network to log in to the firm’s servers when two-factor authentication is not in place to prevent unauthorized access

5. Allowing guests to log in to the firm’s network rather than a sepa-rate guest network

6. Losing a laptop, tablet or phone with the password “remembered” so anyone can gain access

7. Sitting near a stranger on a plane or other public place and they are able to watch your fingers as you type in a password

8. Tenants or workers in the building next door can view you logging in through the telescope they have pointed at the “sky”

Bottom line – protect your firm’s information by implementing two-factor authentication meth-ods, tightening up access points, holding employ-ees accountable for the security of their devices, training them how to protect the firm by staying alert to activities around them, have strict policies in place regarding lost access devices and require frequent password changes that include a com-bination of letter, numbers and symbols. The American Bar Association and ILTA (International Legal Technology Association) have several great articles on this topic on their website.

• Hacking the Law www.americanbar.org/content/newsletter/publications/law_practice_today_home/lpt-archives/2014/january14/hacking-the-law.html

• Security Systems Protective Measures Against Hackers http://www.americanbar.org/content/newsletter/publications/gp_solo_magazine_home/gp_solo_magazine_index/brumfiel.html

• SharePoint Hack-ability, How Safe Is Your Environment? http://connect.iltanet.org/HigherLogic/System/DownloadDocumentFile.ashx?DocumentFileKey=6eb70905-f129-4f58-af44-c97bf1aeee0e&forceDialog=0&_ga=1.115173761.706195881.1470067342&ssopc=1

• A Practical Guide for Building Hack-Proof Desktops http://connect.iltanet.org/viewdocument/a-practical-guide-fo?_ga=1.115173761.706195881.1470067342&ssopc=1

• Anomalies, Hacks and Lateral Moves: Monitor & Address Information Risks http://connect.iltanet.org/viewdocument/05-29-14-webinar-rec?_ga=1.118320655.706195881.1470067342&ssopc=1

• Anatomy of Cyberattacks http://connect.iltanet.org/viewdocument/anatomy-of-cyberattacks?_ga=1.218980895.706195881.1470067342&ssopc=1

Protect your firm’s information from hacking!

Continued from page 13

BUSINESS PARTNER Opportunities BUSINESS PARTNER Opportunities

16 17Page 1 of 5

2017 BUSINESS PARTNER COMMITMENT FORM

Choose one of the following three sponsorships. To be considered for more than onesponsorship, please number in order of preference.

Platinum – $5,000 (maximum 5)Includes: Attendance at General Meetings, holiday luncheon, Business Partner appreciation luncheon, Meet & Greet with Board & leadership team, Community Service projects, Expo, Fall Event, company recognition, social media privileges, online Business Partner Directory, and much more! See complete package details attached hereto.

Diamond – $3,000 (maximum 10)Includes: Attendance at holiday luncheon, Business Partner appreciation luncheon, Meet & Greet with Board & leadership team, Community Service projects, Expo, Fall Event, company recognition, online Business Partner Directory, and much more! See complete package details attached hereto.

Gold – $1,500 (maximum 5 & only after all Diamond sponsors have been sold)Includes: Attendance at Fall Event, Business Partner appreciation luncheon, Meet & Greet with Board & leadership team, Community Service projects, online Business Partner Directory and much more! See complete package details attached hereto.

Alternatively, you may select one or more of the following sponsorships (not included in any of the other sponsorships unless indicated)

Chapter Social Sponsor –Responsible for actual cost of social event (open)

Business Partner Expo – Cost: $600 (maximum 50)Specific information regarding format and location will be distributed by the Expo Committee in early 2017. (This is included with the Platinum & Diamond Sponsorships.)

Fall Event – Cost: To Be Determined (maximum 36)Sponsorship information will be distributed by the Business Partner Committee in Summer 2017. Please indicate if you are interested in participating to reserve a position. (This is included with the Platinum, Diamond & Gold Sponsorships.)

Listing in Web Business Partner Directory – Cost: $250 without other sponsorshipThis benefit is included with all paid sponsorships. (Unlimited)

Company Name

Mailing Address

Company URL

Contact Name

Contact Telephone #

Contact Email Address

Amount Enclosed

Page 2 of 5

2017 BUSINESS PARTNER DIRECTORYPRODUCTS & SERVICES CATEGORIES

(Select up to 3 key services for the company listing in the Business Partner Directory)

Accounting Services Image & ScanningAccounts Receivable Management Legal Information & SolutionsArchitecture Legal Staffing & ConsultingBenefits & Retirement Programs Litigation Support ServicesBreak Room & Kitchen Management MarketingBusiness Continuity/Recovery Meeting/Retreat/Entertainment FacilitiesCatering Services Courier & Delivery ServicesComputer Training & Support Office Equipment & SolutionsCopy Technology Office MaintenanceCost Recovery Office SuppliesCourt Reporting Online Legal ResearchDictating Equipment/Services Plant MaintenanceDocketing & Calendaring Professional Photography/PortraitsDocument Storage, Management & Destruction Printing & Engraving

Electronic Discovery Real Estate Broker & Broker ServicesE-Learning Relocation ConsultantsExpress Shipping Services Security SystemsFacilities Management Technology Solutions & Network SupportFile Cabinets/Systems TelephonyFinancial Services/Management Training & DevelopmentFlorist Translation ServicesFood Services Travel ServicesFurniture & Interiors Trial ConsultingGifts – Corporate Video ConferencingHotels & Housing

OTHER (please list): ____________________________________________________________

_____________________________________________________________________________

Please send this listing with your payment & commitment form to:

BART ALLINc/o HUNTON & WILLIAMS

1445 ROSS AVENUE, SUITE 3700, DALLAS, TEXAS 75202(Checks payable to Dallas Chapter ALA)

Continued on page 18

BUSINESS PARTNER Opportunities BUSINESS PARTNER Opportunities

16 17Page 1 of 5

2017 BUSINESS PARTNER COMMITMENT FORM

Choose one of the following three sponsorships. To be considered for more than onesponsorship, please number in order of preference.

Platinum – $5,000 (maximum 5)Includes: Attendance at General Meetings, holiday luncheon, Business Partner appreciation luncheon, Meet & Greet with Board & leadership team, Community Service projects, Expo, Fall Event, company recognition, social media privileges, online Business Partner Directory, and much more! See complete package details attached hereto.

Diamond – $3,000 (maximum 10)Includes: Attendance at holiday luncheon, Business Partner appreciation luncheon, Meet & Greet with Board & leadership team, Community Service projects, Expo, Fall Event, company recognition, online Business Partner Directory, and much more! See complete package details attached hereto.

Gold – $1,500 (maximum 5 & only after all Diamond sponsors have been sold)Includes: Attendance at Fall Event, Business Partner appreciation luncheon, Meet & Greet with Board & leadership team, Community Service projects, online Business Partner Directory and much more! See complete package details attached hereto.

Alternatively, you may select one or more of the following sponsorships (not included in any of the other sponsorships unless indicated)

Chapter Social Sponsor –Responsible for actual cost of social event (open)

Business Partner Expo – Cost: $600 (maximum 50)Specific information regarding format and location will be distributed by the Expo Committee in early 2017. (This is included with the Platinum & Diamond Sponsorships.)

Fall Event – Cost: To Be Determined (maximum 36)Sponsorship information will be distributed by the Business Partner Committee in Summer 2017. Please indicate if you are interested in participating to reserve a position. (This is included with the Platinum, Diamond & Gold Sponsorships.)

Listing in Web Business Partner Directory – Cost: $250 without other sponsorshipThis benefit is included with all paid sponsorships. (Unlimited)

Company Name

Mailing Address

Company URL

Contact Name

Contact Telephone #

Contact Email Address

Amount Enclosed

Page 2 of 5

2017 BUSINESS PARTNER DIRECTORYPRODUCTS & SERVICES CATEGORIES

(Select up to 3 key services for the company listing in the Business Partner Directory)

Accounting Services Image & ScanningAccounts Receivable Management Legal Information & SolutionsArchitecture Legal Staffing & ConsultingBenefits & Retirement Programs Litigation Support ServicesBreak Room & Kitchen Management MarketingBusiness Continuity/Recovery Meeting/Retreat/Entertainment FacilitiesCatering Services Courier & Delivery ServicesComputer Training & Support Office Equipment & SolutionsCopy Technology Office MaintenanceCost Recovery Office SuppliesCourt Reporting Online Legal ResearchDictating Equipment/Services Plant MaintenanceDocketing & Calendaring Professional Photography/PortraitsDocument Storage, Management & Destruction Printing & Engraving

Electronic Discovery Real Estate Broker & Broker ServicesE-Learning Relocation ConsultantsExpress Shipping Services Security SystemsFacilities Management Technology Solutions & Network SupportFile Cabinets/Systems TelephonyFinancial Services/Management Training & DevelopmentFlorist Translation ServicesFood Services Travel ServicesFurniture & Interiors Trial ConsultingGifts – Corporate Video ConferencingHotels & Housing

OTHER (please list): ____________________________________________________________

_____________________________________________________________________________

Please send this listing with your payment & commitment form to:

BART ALLINc/o HUNTON & WILLIAMS

1445 ROSS AVENUE, SUITE 3700, DALLAS, TEXAS 75202(Checks payable to Dallas Chapter ALA)

Continued on page 18

BUSINESS PARTNER Opportunities BUSINESS PARTNER Opportunities

18 19Page 3 of 5

2017 BUSINESS PARTNER SPONSORSHIP OPPORTUNITIES

The Dallas Chapter ALA is pleased to present its 2017 Business Partner Sponsorship Program. Sponsorship registrations will be processed on a first come, first served basis. Sponsorship is not guaranteed until payment is received. The sponsorship year will run from January 1, 2017 to December 31, 2017.

For questions regarding the 2017 program, please contact Bart Allin at (214) 468-3521.

Below are the sponsorship levels and the benefits offered for each category.

PLATINUM CHAPTER SPONSOR (MAXIMUM OF 5)$5,000 ($3,000 DUE WITH CONTRACT; $2,000 DUE FEBRUARY 1ST)

Attendance at General Meetings & recognition as sponsor for onedesignated meeting + 10 minute speaking opportunity

Up to four (4) representatives are invited to attend the General Meetings and will be recognized as the sponsor for one designatedmeeting, which will include a 10 minute speaking opportunity to promote company services.

Platinum Sponsor Signage Company name will be included on signs displayed at the Chapter’s six (6) General Meetings.

Business Partner Expo Up to four (4) representatives are invited to attend; company to receive verbal recognition during event.

Fall Event Up to three (3) representatives are invited to attend; company to receive verbal recognition during event.

Chapter Holiday Luncheon Up to two (2) representatives are invited to attend; company to receive verbal recognition during event.

Business Partner Appreciation Luncheon

Up to three (3) representatives are invited to attend; company to receive verbal recognition during event.

Business Partner Advisory Panel Event with Chapter Leadership

Up to three (3) representatives are invited to attend to provide feedback and suggestions to the Board members and Business Partner Committee Members.

Company Recognition Company will receive recognition in Chapter communications.Meet & Greet with Incoming Board Members & Leadership

Up to three (3) representatives are invited to attend the event to meet the new Board of Directors and leadership.

Social Media – LinkedIn Access to join the Chapter’s private LinkedIn group with ability to post approved content on the page.

Social Media – Advertisement Chapter to periodically promote the company on social media sites.

Salary Survey Advertisement Company to be recognized as a Platinum Sponsor of the Chapter in the Chapter’s annual Salary Survey.

Salary Survey Access to a copy of the Chapter’s Salary Survey, upon request.

Chapter Website Advertisement Company logo to appear on the home page of the Chapter website and on the Business Partner page.

Company Spotlight Company spotlight in one Chapter communication to promote products and / or services available.

Newsletter Educational Article Submission

Opportunity to submit an educational article with company byline in one Chapter communication.

Chapter Membership Roster Provided with a copy of the Chapter’s membership roster.Website Listing by Specialty Company name listed in our online Business Partner Directory.

Community Service Projects Up to three (3) representatives are invited to participate in the Chapter’s Community Service projects.

Continued from page 17 Page 4 of 5

DIAMOND CHAPTER SPONSOR (MAXIMUM OF 10)$3,000 ($2,000 DUE WITH CONTRACT; $1,000 DUE BY FEBRUARY 1ST)

Diamond Sponsor Signage Company name will be included on signs displayed at the Chapter’s six (6) General Meetings.

Business Partner Expo Up to three (3) representatives are invited to attend; company to receive verbal recognition during event.

Fall Event Up to two (2) representatives are invited to attend; company to receive verbal recognition during event.

Chapter Holiday Luncheon One (1) representative is invited to attend; company to receive verbal recognition during event.

Business Partner Appreciation Luncheon

Up to two (2) representatives are invited to attend; company to receive verbal recognition during event.

Business Partner Advisory Panel Event with Chapter Leadership

Up to two (2) representatives are invited to attend to provide feedback and suggestions to the Board members and Business Partner Committee Members.

Company Recognition Company will receive recognition in Chapter communications.Meet & Greet with Incoming Board Members & Leadership

Up to two (2) representatives are invited to attend the event to meet the new Board of Directors and leadership.

Social Media – LinkedIn Access to join the Chapter’s LinkedIn private group page.Social Media – Advertisement Chapter to periodically promote the company on social media site.Newsletter Educational Article Submission

Opportunity to submit an educational article with company byline in one Chapter communication.

Chapter Membership Roster Provided with a copy of the Chapter’s membership roster.Website Listing by Specialty Company name listed in our online Business Partner Directory.

Community Service Projects Up to two (2) representatives are invited to participate in the Chapter’s Community Service projects.

GOLD CHAPTER SPONSOR (MAXIMUM OF 5 & ONLY AFTER DIAMOND HAS BEEN SOLD)$1,500 ($1,000 DUE WITH CONTRACT; $500 DUE FEBRUARY 1ST)

Gold Sponsor Signage Company name will be included on signs displayed at the Chapter’s six (6) General Meetings.

Fall Event One (1) representative is invited to attend; company to receive verbal recognition during event.

Business Partner Appreciation Luncheon

One (1) representative is invited to attend; company to receive verbal recognition during event.

Business Partner Advisory Panel Event with Chapter Leadership

Up to three (3) representatives are invited to attend to provide feedback and suggestions to the Board members and Business Partner Committee Members.

Company Recognition Company will receive recognition in Chapter communications.Meet & Greet with Incoming Board Members & Leadership

One (1) representative is invited to attend the event to meet the new Board of Directors and leadership.

Social Media – LinkedIn Access to join the Chapter’s LinkedIn private group page.Social Media – Advertisement Chapter to periodically promote the company on social media site.Chapter Membership Roster Provided with a copy of the Chapter’s membership roster.Website Listing by Specialty Company name listed in our online Business Partner Directory.

Community Service Projects One representative is invited to participate in the Chapter’s Community Service projects.

Continued on page 20

BUSINESS PARTNER Opportunities BUSINESS PARTNER Opportunities

18 19Page 3 of 5

2017 BUSINESS PARTNER SPONSORSHIP OPPORTUNITIES

The Dallas Chapter ALA is pleased to present its 2017 Business Partner Sponsorship Program. Sponsorship registrations will be processed on a first come, first served basis. Sponsorship is not guaranteed until payment is received. The sponsorship year will run from January 1, 2017 to December 31, 2017.

For questions regarding the 2017 program, please contact Bart Allin at (214) 468-3521.

Below are the sponsorship levels and the benefits offered for each category.

PLATINUM CHAPTER SPONSOR (MAXIMUM OF 5)$5,000 ($3,000 DUE WITH CONTRACT; $2,000 DUE FEBRUARY 1ST)

Attendance at General Meetings & recognition as sponsor for onedesignated meeting + 10 minute speaking opportunity

Up to four (4) representatives are invited to attend the General Meetings and will be recognized as the sponsor for one designatedmeeting, which will include a 10 minute speaking opportunity to promote company services.

Platinum Sponsor Signage Company name will be included on signs displayed at the Chapter’s six (6) General Meetings.

Business Partner Expo Up to four (4) representatives are invited to attend; company to receive verbal recognition during event.

Fall Event Up to three (3) representatives are invited to attend; company to receive verbal recognition during event.

Chapter Holiday Luncheon Up to two (2) representatives are invited to attend; company to receive verbal recognition during event.

Business Partner Appreciation Luncheon

Up to three (3) representatives are invited to attend; company to receive verbal recognition during event.

Business Partner Advisory Panel Event with Chapter Leadership

Up to three (3) representatives are invited to attend to provide feedback and suggestions to the Board members and Business Partner Committee Members.

Company Recognition Company will receive recognition in Chapter communications.Meet & Greet with Incoming Board Members & Leadership

Up to three (3) representatives are invited to attend the event to meet the new Board of Directors and leadership.

Social Media – LinkedIn Access to join the Chapter’s private LinkedIn group with ability to post approved content on the page.

Social Media – Advertisement Chapter to periodically promote the company on social media sites.

Salary Survey Advertisement Company to be recognized as a Platinum Sponsor of the Chapter in the Chapter’s annual Salary Survey.

Salary Survey Access to a copy of the Chapter’s Salary Survey, upon request.

Chapter Website Advertisement Company logo to appear on the home page of the Chapter website and on the Business Partner page.

Company Spotlight Company spotlight in one Chapter communication to promote products and / or services available.

Newsletter Educational Article Submission

Opportunity to submit an educational article with company byline in one Chapter communication.

Chapter Membership Roster Provided with a copy of the Chapter’s membership roster.Website Listing by Specialty Company name listed in our online Business Partner Directory.

Community Service Projects Up to three (3) representatives are invited to participate in the Chapter’s Community Service projects.

Continued from page 17 Page 4 of 5

DIAMOND CHAPTER SPONSOR (MAXIMUM OF 10)$3,000 ($2,000 DUE WITH CONTRACT; $1,000 DUE BY FEBRUARY 1ST)

Diamond Sponsor Signage Company name will be included on signs displayed at the Chapter’s six (6) General Meetings.

Business Partner Expo Up to three (3) representatives are invited to attend; company to receive verbal recognition during event.

Fall Event Up to two (2) representatives are invited to attend; company to receive verbal recognition during event.

Chapter Holiday Luncheon One (1) representative is invited to attend; company to receive verbal recognition during event.

Business Partner Appreciation Luncheon

Up to two (2) representatives are invited to attend; company to receive verbal recognition during event.

Business Partner Advisory Panel Event with Chapter Leadership

Up to two (2) representatives are invited to attend to provide feedback and suggestions to the Board members and Business Partner Committee Members.

Company Recognition Company will receive recognition in Chapter communications.Meet & Greet with Incoming Board Members & Leadership

Up to two (2) representatives are invited to attend the event to meet the new Board of Directors and leadership.

Social Media – LinkedIn Access to join the Chapter’s LinkedIn private group page.Social Media – Advertisement Chapter to periodically promote the company on social media site.Newsletter Educational Article Submission

Opportunity to submit an educational article with company byline in one Chapter communication.

Chapter Membership Roster Provided with a copy of the Chapter’s membership roster.Website Listing by Specialty Company name listed in our online Business Partner Directory.

Community Service Projects Up to two (2) representatives are invited to participate in the Chapter’s Community Service projects.

GOLD CHAPTER SPONSOR (MAXIMUM OF 5 & ONLY AFTER DIAMOND HAS BEEN SOLD)$1,500 ($1,000 DUE WITH CONTRACT; $500 DUE FEBRUARY 1ST)

Gold Sponsor Signage Company name will be included on signs displayed at the Chapter’s six (6) General Meetings.

Fall Event One (1) representative is invited to attend; company to receive verbal recognition during event.

Business Partner Appreciation Luncheon

One (1) representative is invited to attend; company to receive verbal recognition during event.

Business Partner Advisory Panel Event with Chapter Leadership

Up to three (3) representatives are invited to attend to provide feedback and suggestions to the Board members and Business Partner Committee Members.

Company Recognition Company will receive recognition in Chapter communications.Meet & Greet with Incoming Board Members & Leadership

One (1) representative is invited to attend the event to meet the new Board of Directors and leadership.

Social Media – LinkedIn Access to join the Chapter’s LinkedIn private group page.Social Media – Advertisement Chapter to periodically promote the company on social media site.Chapter Membership Roster Provided with a copy of the Chapter’s membership roster.Website Listing by Specialty Company name listed in our online Business Partner Directory.

Community Service Projects One representative is invited to participate in the Chapter’s Community Service projects.

Continued on page 20

BUSINESS PARTNER NEWSBUSINESS PARTNER Opportunities

2120Page 5 of 5

CHAPTER SOCIAL SPONSOR (OPEN)RESPONSIBLE FOR ACTUAL COSTS ASSOCIATED WITH SOCIAL EVENTEVENT PROPOSAL MUST BE SUBMITTED TO DALLAS CHAPTER SOCIAL CHAIR FOR BOARD APPROVAL

Recognition as Sponsor Up to four (4) representatives invited to attend. Company to receive recognition as event sponsor on Chapter website.

Anticipated Attendance Anticipate between 10 – 15 ALA member attendees.Business Partner Appreciation Luncheon One (1) representative is invited to attend event.

2017 BUSINESS PARTNER EXPO (MAXIMUM OF 50)$600 - SPECIFIC INFORMATION REGARDING FORMAT AND LOCATION WILL BE DISTRIBUTED BY THE COMMITTEE IN EARLY JANUARY 2017.

Attendance Up to two (2) representatives invited to attend. Anticipated Attendance Anticipate between 40-50 ALA member attendees.Business Partner Appreciation Luncheon One (1) representative is invited to attend event.

FALL EVENT (MAXIMUM OF 36)SPONSORSHIP INFORMATION WILL BE DISTRIBUTED BY THE COMMITTEE IN THE SUMMER OF 2017.

Attendance # of Representatives invited to attend varies depending on sponsorship level.

Anticipated Attendance Anticipate between 30-40 ALA member attendees.Business Partner Appreciation Luncheon One (1) representative is invited to attend event.

BUSINESS PARTNER DIRECTORY LISTING (UNLIMITED)$250 (DUE IN ADVANCE OF LISTING)

Business Partner Directory Company name listed in our online Business Partner Directory and grouped by product and/or service category.

FOR QUESTIONS ABOUT THESE 2017 SPONSORSHIP OPPORTUNITIES, PLEASE CONTACT ANY OF THE FOLLOWING INDIVIDUALS:

BART ALLIN BUSINESS PARTNER COMMITTEECHAIR WALLIN@HUNTON.COM

BOB GORDON BUSINESS PARTNER COMMITTEE CO-CHAIR BGORDON@BRLAW.COM

BROOKS GOULD PRESIDENT-ELECT BGOULD@MCKOOLSMITH.COM

KRISTY PARKER PRESIDENT KPARKER@MCGUIREWOODS.COM

We appreciate your support of the Dallas Chapter ALA!

Continued from page 19

2017 Business Partner Sponsorship Benefitsat a Glance

Number of Sponsorships Available by Level

Indicates number of company representatives invited to attend

5PLATINUM

$5,000

10DIAMOND

$3,000

5GOLD$1,500

(only available if Diamond fills up)

OpenSOCIAL

50EXPO

36FALL

EVENT

UnlimitedBP

DIRECTORY

Attendance at General Meetings and recognition as sponsor of one designated meeting plus a 10 minute speaking opportunity

4

Sponsor signage at all six General Membership Meetings

Attendance at Business Partner Expo 4 3 2

Attendance at Fall Event 3 2 1 varies

Attendance at Business Partner Appreciation Luncheon 3 2 1 1 1 1 1

Attendance at Holiday Luncheon 2 1Recognition as Platinum sponsor of Chapter in annual Salary Survey

Copy of Chapter Salary Survey, upon request

Company logo to appear on the home page of Chapter website and on the Business Partner page

Attendance at Business Partner Advisory Panel Event with Chapter Leadership (Board & Business Partner Committee)

3 2 1

Provided with a copy of the Chapter’s membership roster

Recognition in Chapter Communications and promotion on social media site periodically

Access to join the Chapter’s private LinkedIn group.

Opportunity to submit an educational article with company byline in one Chapter communication

Company spotlight in one Chapter communication

Listing in our online Business Partner Directory

Chapter Social Sponsor (sole sponsor of event) 4

Ability to post approved content on Chapter’s LinkedIn group page.

Attendance at Meet & Greet with Incoming Board & Leadership Team 3 2 1

Attendance at Chapter Community Service projects. 3 2 1

BUSINESS PARTNER NEWSBUSINESS PARTNER Opportunities

2120Page 5 of 5

CHAPTER SOCIAL SPONSOR (OPEN)RESPONSIBLE FOR ACTUAL COSTS ASSOCIATED WITH SOCIAL EVENTEVENT PROPOSAL MUST BE SUBMITTED TO DALLAS CHAPTER SOCIAL CHAIR FOR BOARD APPROVAL

Recognition as Sponsor Up to four (4) representatives invited to attend. Company to receive recognition as event sponsor on Chapter website.

Anticipated Attendance Anticipate between 10 – 15 ALA member attendees.Business Partner Appreciation Luncheon One (1) representative is invited to attend event.

2017 BUSINESS PARTNER EXPO (MAXIMUM OF 50)$600 - SPECIFIC INFORMATION REGARDING FORMAT AND LOCATION WILL BE DISTRIBUTED BY THE COMMITTEE IN EARLY JANUARY 2017.

Attendance Up to two (2) representatives invited to attend. Anticipated Attendance Anticipate between 40-50 ALA member attendees.Business Partner Appreciation Luncheon One (1) representative is invited to attend event.

FALL EVENT (MAXIMUM OF 36)SPONSORSHIP INFORMATION WILL BE DISTRIBUTED BY THE COMMITTEE IN THE SUMMER OF 2017.

Attendance # of Representatives invited to attend varies depending on sponsorship level.

Anticipated Attendance Anticipate between 30-40 ALA member attendees.Business Partner Appreciation Luncheon One (1) representative is invited to attend event.

BUSINESS PARTNER DIRECTORY LISTING (UNLIMITED)$250 (DUE IN ADVANCE OF LISTING)

Business Partner Directory Company name listed in our online Business Partner Directory and grouped by product and/or service category.

FOR QUESTIONS ABOUT THESE 2017 SPONSORSHIP OPPORTUNITIES, PLEASE CONTACT ANY OF THE FOLLOWING INDIVIDUALS:

BART ALLIN BUSINESS PARTNER COMMITTEECHAIR WALLIN@HUNTON.COM

BOB GORDON BUSINESS PARTNER COMMITTEE CO-CHAIR BGORDON@BRLAW.COM

BROOKS GOULD PRESIDENT-ELECT BGOULD@MCKOOLSMITH.COM

KRISTY PARKER PRESIDENT KPARKER@MCGUIREWOODS.COM

We appreciate your support of the Dallas Chapter ALA!

Continued from page 19

2017 Business Partner Sponsorship Benefitsat a Glance

Number of Sponsorships Available by Level

Indicates number of company representatives invited to attend

5PLATINUM

$5,000

10DIAMOND

$3,000

5GOLD$1,500

(only available if Diamond fills up)

OpenSOCIAL

50EXPO

36FALL

EVENT

UnlimitedBP

DIRECTORY

Attendance at General Meetings and recognition as sponsor of one designated meeting plus a 10 minute speaking opportunity

4

Sponsor signage at all six General Membership Meetings

Attendance at Business Partner Expo 4 3 2

Attendance at Fall Event 3 2 1 varies

Attendance at Business Partner Appreciation Luncheon 3 2 1 1 1 1 1

Attendance at Holiday Luncheon 2 1Recognition as Platinum sponsor of Chapter in annual Salary Survey

Copy of Chapter Salary Survey, upon request

Company logo to appear on the home page of Chapter website and on the Business Partner page

Attendance at Business Partner Advisory Panel Event with Chapter Leadership (Board & Business Partner Committee)

3 2 1

Provided with a copy of the Chapter’s membership roster

Recognition in Chapter Communications and promotion on social media site periodically

Access to join the Chapter’s private LinkedIn group.

Opportunity to submit an educational article with company byline in one Chapter communication

Company spotlight in one Chapter communication

Listing in our online Business Partner Directory

Chapter Social Sponsor (sole sponsor of event) 4

Ability to post approved content on Chapter’s LinkedIn group page.

Attendance at Meet & Greet with Incoming Board & Leadership Team 3 2 1

Attendance at Chapter Community Service projects. 3 2 1

PROFESSIONAL DEVELOPMENTBUSINESS PARTNER NEWS

2322

The Platinum Sponsors

2017 Platinum Sponsors

The local business community supports The Dallas Chapter Association of Legal Administrators in multiple ways. Sponsor support enables the Chapter to host bi-monthly general meetings featuring educational activities and speakers. Sponsorships also provide members the opportunity to receive a stipend to ALA Annual Conference, Business of Law

Conferences and various specialty conferences held throughout the year. The Chapter’s Education and Newsletter Committees utilize the expertise of our Sponsor representatives as meeting speakers and newsletter article authors on topics of interest to our members. Lastly,

their support provides the Chapter with access to tools and resources that help leaders manage the Chapter more efficiently and keep members well-informed.

Arthur J. Gallagher & Co.

PROFESSIONAL DEVELOPMENTBUSINESS PARTNER NEWS

2322

The Platinum Sponsors

2017 Platinum Sponsors

The local business community supports The Dallas Chapter Association of Legal Administrators in multiple ways. Sponsor support enables the Chapter to host bi-monthly general meetings featuring educational activities and speakers. Sponsorships also provide members the opportunity to receive a stipend to ALA Annual Conference, Business of Law

Conferences and various specialty conferences held throughout the year. The Chapter’s Education and Newsletter Committees utilize the expertise of our Sponsor representatives as meeting speakers and newsletter article authors on topics of interest to our members. Lastly,

their support provides the Chapter with access to tools and resources that help leaders manage the Chapter more efficiently and keep members well-informed.

Arthur J. Gallagher & Co.

PROFESSIONAL DEVELOPMENT

24