Recordings and Program Materials

2020 Virtual SOC Fall Leadership Meeting

2020 Virtual Fall Leadership Meeting

Program Recordings:

Opening Plenary - September 23, 2020                                                                                                                            Please use passcode: sph$3uz4

Opening Plenary Agenda:

  • Welcome and Introductions - Hilary H. Young, SOC Chair
  • Welcoming Remarks - Trish Refo, ABA President
  • ABA Finance Report - Kevin Shepherd, ABA Treasurer & Bill Phelan, ABA Senior Associate Executive Director and Chief Financial Officer
  • ABA Fund for Justice and Education Presentation - Lea Snipes, ABA FJE Director
  • Remarks from ABA Executive Director Jack L. Rives
  • Update on ABA Website and Cybersecurity Report - Peter Markos, ABA Chief Technology Officer
  • Update on ABA CLE - Gina Roers-Liemandt, ABA MCLE Director
  • Update from the Center for Member Practice Groups (MPG) Virtual Meeting Working Group - Dana Jonusaitis, ABA Director, Section of Environment, Energy & Resources and Cindy Swan, ABA Director, Family Law Section
  • ABA Leverage Presentation - Allison Goldmann, ABA Leverage Director and Denise Palmieri, ABA Leverage Global Account Manager/Meetings and Travel Sourcing and Contracting Specialist

Closing Plenary - September 25, 2020                                                                                                                                 Please use passcode: $ei40QqZ

Closing Plenary Agenda:

  • Presentation of the 2020 SOC Outstanding Collaboration Award
  • Interview with ABA President Trish Refo & ABA President-Elect Reggie Turner
  • ABA Journal Board of Editors Report - Alice Richmond, ABA Journal Board of Editors Chair, & John O'Brien, ABA Journal Publisher
  • American Bar Foundation Report - Ajay Mehrotra, ABF Executive Director & Research Professor
  • ABA Practice Forward Coordinating Group and SDF Working Group Report - William R. Bay, Co-Chair, ABA Practice Forward Coordinating Group & Chair, SDF Working Group
  • ABA Membership and Marketing Reports - Joe Brownlee, Director, ABA Center for Member Operations and Ken Zinn, ABA Chief Marketing Officer

Track for New Leaders - ABA 101: How the ABA Works and How You can make the ABA Work for You                                                                                                                     Please use passcode: s34X@6tL

This session examined how the ABA is organized, functions, and performs with special attention on the numerous entities within the ABA that may be of service to the Sections, Divisions, and Forums.  

Program Materials


  • Alpha Brady, ABA Senior Associate Executive Director and Chief Governance Officer
  • Amy Eggert, ABA Chief of Staff and Senior Manager, Center for Member Practice Groups
  • Myra McKenzie-Harris, Senior Associate Counsel II, Walmart Inc., ABA House of Delegates, Delegate-at-Large


  • Sheena R. Hamilton, Partner, Dowd Bennett, ABA Board of Govenors

Track for Experienced Leaders - Timely Topics for Experienced Leaders: Virtual Meetings, Membership Development, and Diversity, Equity and Inclusion Initiatives                              Please use passcode: f.z7KaA+                                      

This program featured experienced officers who shared techniques for developing and holding successful virtual meetings, making the "elevator pitch" (without the elevator), and innovative diversity and inclusion programs.

Program Materials


  • Steve Cernak, Marketing Officer, ABA Antitrust Law Section
  • Traci Ray, Chair, ABA Law Practice Division
  • Angela Scott, Chair, ABA Civil Rights and Social Justice Section
  • Thad Woody, Vice-Chair, ABA Family Law Section


  • Andrew M. Schpak, ABA Board of Governors 

Track for Budget/Finance Officers -  The Path to Financial Responsibility

This session provided an overview of the ABA's annual budgeting process and the FY2021 budget calendar.  Discussion topics included reivew of reports for operations and Rusell Investments, utilizing Section Budget Staff and cash management.

Path to Financial Responsibility Video

Program Materials


  • Bill Phelan, ABA Senior Associate Executive Director and Chief Financial Officer
  • Robin K. Roy, ABA Center for Member Practice Groups Managing Director and Section of Real Property, Trust and Estate Law Director
  • Kevin L. Shepherd, ABA Treausrer
  • Jules L. Smith, Finance Officer, ABA Labor and Employment Law Section and SOC Budget Officers Class Representative

Addressing Bias, Racism and Prejudice in the Justice System and Society

Networking By Class (Session Notes) - COMING SOON!