Committee Business Plan

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1 Committee Business Plan Division: Legal Practice Division Committee: Transnational Practice Management Committee Co-Chairs: Hermann Knott, Norman Clark, Janis Nordstrom Vice Chairs / Steering Committee Members and Responsibility: Programs: Eric Jiang, Jean-Claude Rivalland Projects: Jacques Bouyssou Publications: Dean Price Year in Review: Laurel S. Terry Website: Dina Gracheva Policy: Victor Munis Membership: Young lawyers + Committee leadership Communications: Dina Gracheva Diversity: Renee Dopplick Senior Advisors: Stephen Denyer, Robert Lutz, Yves Hayaux du Tilly Committee Business Plan: Janis Nordstrom, Norman Clark, Herman Knott, Committee Leadership Page 1 of 17

2 Overall Goals Please provide a short description of your committee s focus and goals for The Transnational Practice Management Committee (TPMC) intends to be engaged in a global leadership debate about what the future should be for transnational legal service delivery and what role the ABA and the ABA SIL can play in facilitating this dialogue, in sharing insights and information on new and highly innovative operational processes, and in effectuating reinvention and change in a highly disruptive era. We also continue to support developing and facilitating relationships among transnational lawyers to better anticipate and resolve real world problems, to protect the rule of law, and to lower barriers to competent multijurisdictional practice. Page 2 of 17

3 Programs responsible for this task? Eric Jiang, Jean-Claude Rivalland, Carole Silver, together with the TPMC leadership teams Please identify any participation in a regional forum currently approved or in the planning stage for This year s regional forums are: Americas Forum: Bogotá, Colombia November 14-16, 2016 Europe Forum: Barcelona, Spain June 11-13, 2016 Please identify any participation in a seasonal meeting that is currently approved or in the planning stage for This year s seasonal meetings are: Fall Meeting: Tokyo October 18-22, 2016 Spring Meeting: Washington, DC April 26-29, 2017 We are currently planning two programs for the Europe Forum in Barcelona on the future of free trade agreements with Europe and its impact on M&A transactions, as well as co-sponsoring a program on ethical and professional liability issues in transnational legal practice. The TPMC will support two programs in Tokyo: One from the legacy ILPMF group on material change in or uberization of the legal profession s landscape in Asia following unprecedented economic, market and technological factors, and a second program from the legacy TLPC group on the growing importance of alternative business structures in the Asia-Pacific Region. We also have three (3) approved programs through the legacy groups for the spring meeting in Washington: These include a program on navigating the risks in multinational Page 3 of 17

4 waters given the complex and often conflicting regulatory requirements corporations and law firms face when operating regionally or on a global basis; a program on the potential importance of utilizing non-legal services to foster far more economic and comprehensive legal service delivery and to ensure law firm viability; and a program on the impact of Brexit on US law firms operating in the EU and their consequences with regard to operations, structures, and clients in collaboration with the Customs Committee. Please Identify any non-cle Teleconferences, In-Person Brown Bags, Hot Topics or other program events in planning stage: General topic Date Co-Sponsors Outside partners if any Minimum planning time for Non- CLE programs is 3-4 weeks We intend to create and distribute a robust quarterly newsletter providing timely, practical and innovative guidance on a variety of transnational practice management issues and will collaborate with other professional organizations, including allied lawyer associations, to better utilize technologies and other communications tools to more effectively enter into dialogues on common next generation practice management themes. Page 4 of 17

5 Special Projects responsible for this task? Jacques Bouyssou and a second volunteer tbd Please describe all committee projects currently underway or planned Target date for completion; Outside partners if any; Any ABA staff assistance requested We intend to collaborate with the ABA at large and with law firm leaders around the world in discussions surrounding shaping the future of the legal profession and the regulatory environment in which we operate. We believe this will not only advance the profession, but will help to increase engagement of law firm leaders and others in this critically important initiative. We also intend to engage with the Law Society of England & Wales and other national bar associations and law societies worldwide on topics relevant to transnational legal practice. We are currently undertaking preliminary discussions with the leadership of the IBA Law Firm Management Committee that is also contemplating, vis-à-vis a similar outreach initiative, direct committee to committee consultations and Page 5 of 17

6 collaboration. We also will be seeking out legal journalists to discuss more in depth topics of interest that will draw attention to our Committee. Page 6 of 17

7 Publications responsible for this task? Dean Price (newsletter) Laurel S. Terry (YIR) Please indicate which of the following the committee plans to produce: Newsletter and YIR Newsletter E-bulletins/News Brief Book YIR More information on the different types of publications can be found in the Leadership Portal. Page 7 of 17

8 Year In Review responsible for this task? Laurel S. Terry Please indicate ideas for topic for YIR submission More information about how to develop a YIR submission can be found on the YIR page of the Section s website. As a newly merged entity as of August 1, 2016 our submissions will necessarily come primarily from the experience and activities of our two legacy committees. Page 8 of 17

9 Website responsible for this task? Dina Gracheva What steps is the committee taking to develop content for its webpage on the Section of International Law website? Please advise regular target update schedule. We will regularly update the website with results and work product of ongoing activities of the Committee. All members are also cordially invited to submit relevant information for publication. Page 9 of 17

10 Policy responsible for this task? Victor Munis Please describe all committee policy initiatives currently underway or planned. The newly formed Committee will look into two areas: (1) Development of policy on issues relating to transnational practice management to serve as the Section s primary engine for policy. This development will utilize three mechanisms: (i) ABA resolution with report and recommendations; (ii) blanket authority; and (iii) technical comments. (2) Implementing ABA-approved recommendations that we draft or cosponsor. Page 10 of 17

11 Membership responsible for this task? Younger lawyers tbd based on polling of TPMC members More senior members with established law firm and practitioner relationships engaged in transnational legal practice that are not ABA members, or those that are ABA members that are not aware of the mission and activities of the TPMC Committee. What steps do you plan to take to increase your membership generally? [Please do not include programs, projects and publications again here.] What steps are planned specifically to attract young lawyers and law students? Our current leadership team will launch a lawyer to lawyer personal contact initiative to advise lawyers in transnational legal practice about our Committee and to invite them personally to become members. We will make special efforts to recruit members from two constituencies: (1) young lawyers (as described below); and (2) lawyers from areas of the world that currently are underrepresented in the ABA and, specifically, in our Committee. (See also Diversity section) The personal reputation, visibility, and credibility of our younger members are our strongest recruitment tool. We will ask them to Page 11 of 17

12 publicize our Committee among young colleagues in their firms, law departments, and young lawyer divisions of their professional organizations, and have them personally invite their contacts to join. Our goal will be for each young lawyer (defined as anyone in our group who wants to be known as a young lawyer ) to approach at least one potential member each month. What are the dates and times for monthly Steering Group Calls? These are determined according to the availability of the members of the group each month. Page 12 of 17

13 Communication responsible for this task? Dina Gracheva Please describe all committee channels for communicating with committee members. For example: Regular updates to committee Listserv lists We will institute a robust LinkedIn site to disseminate information and to welcome dialogues among all members and to attract other lawyers to our Committee through additional communications and the publication of our materials. Social Media (LinkedIn, Twitter, Facebook, Blogs, etc.) Page 13 of 17

14 Diversity responsible for this topic? Renee Dopplick What steps will this committee take to increase the diversity of speakers, participants, panellists, etc. in its upcoming activities? The TPMC takes the issue of diversity very seriously and will make every effort to ensure that our Committee, its leadership, panels and speakers reflect the full diversity of the ABA SIL and the world at large. As possible metrics for diversity we will seek out ways to increase the number of countries and non-us lawyers represented in our membership, programs and publications. As of now, three regions of the world appear to be significantly under-represented in membership: Latin America, Africa, and the Asia- Pacific Region. Under the general coordination of Renee Dopplick, members of our Steering Group will assume responsibility for focused efforts to increase the visibility of the TPMC in these three regions, to present a persuasive case for lawyers in transnational practice in these regions to join the ABA SIL and the TPMC, and to personally invite their Page 14 of 17

15 contacts in these regions to join or, if already an ABA member, to become more active in the work of the TPMC. Rule of Law responsible for this topic? Robert Lutz as Advisor What steps will this committee take to incorporate rule of law in its planned activities? We have not yet developed specific objectives or plans in this area, but we already recognize and promote the rule of law as a bedrock prerequisite for transnational practice, and we intend to develop activities to increase the rule of law in this context. Page 15 of 17

16 Other Information Please describe any projects or activities in which your committee is working together with any other organisation, and identify the responsible leader. There are none currently, but we plan to explore as described previously closer working level and lawyer to lawyer relationships between members of the TPMC and members of relevant entities in other law societies and bar associations. These efforts should generate three important benefits for our Committee, the SIL, and the ABA: greater awareness of the interest and activities of the TPMC internationally and at the national and local levels enrichment of our Committee s intellectual capital through collaboration with such other organizations increased membership for our Committee and the SIL General Comments None Page 16 of 17

17 Please ensure that you have forwarded this business plan to your steering committee, as well as your Division Chair. Also please note the following SIL leaders and their s for any questions / concerns you or the person in charge of a specific topic within this business plan may have: Vice-Chair, Robert L. Brown: RBrown@bellarmine.edu Programs Officer, Marcela (Marcy) B. Stras: MStras@cozen.com Membership Officer, Marcos Rios: MRios@carey.cl Liaison Officer, Lelia Mooney: LeliaMooney@yahoo.com Rule of Law Officer, Nancy Stafford: NancyKaymar@hotmail.com Policy/Government Affairs Officer, David Schwartz: DASchwartz@wlrk.com Publications Officer, Patrick Del Duca: PDelDuca@zuberlaw.com Diversity Officer, Mark E. Wojcik: MWojcik@jmls.edu Technology Officer, Caryl Ben Basat: CWBenBasat@gmail.com Communications Officer, Ingrid Busson-Hall: Ingrid.Busson@morganstanley.com Submitted by Janis Nordstrom, Hermann Knott, Norman Clark, Committee Chair(s) Date: Page 17 of 17

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