Guidelines/Application
ART Membership Criteria:
Well-defined principal substantive area of law practice; focus or concentration in that one niche area, greater than 50% of individual's practice and that of firm; no more than two members per law practice area ("Noah's Ark" competitive model: two-by-two) in the group; approval by group membership (individual member veto power: Two vetos results in denial of membership to prospect). Two applicants vying for one available slot are to be determined by group vote, with majority prevailing. Senior in-house corporate legal counsel welcomed; lawyer-owners of legally-related businesses benefitting lawyers are considered on a restrictive case-by-case basis.
At least seven years of law practice experience in that principal area of law practice.
Ownership of practice/officer-manager of corporation.
Office location in, and more than 50% of practice based in, any or all of the 8 counties comprising Long Island, New York City, and Westchester.
Clear commitment to participate actively in the Attorney Round Table: regular attendance at meetings and events, missing no more than two meetings each year (i.e.,attendance at 9 of the 11 monthly meetings annually); RSVP-ing promptly in advance regarding attendance at meetings; service on a committee and other appropriate functions; interaction with other Attorney Round Table members in between meetings; bringing to the group at least one new visitor (qualified prospective member) per year; remaining current in payment of semi-annual dues and any assessments.
Other guidelines and policies include:
The primary focus of the group is networking -- building relationships, referring business, conferring wtih practitioners in other disciplines to support and assist each other in our practices (providing resources among the various niche practitioners who are members); the social aspect is important, but secondary.
Aspirational goal: Members should meet with at least 6 other ART members each year outside the group meeting setting; these 6 should be people whom the member does not see regularly other than at ART meetings, has not ever met with privately or at least not in a considerable time, etc. Members are encouraged to invite each other to breakfast, lunch, office visits, cocktail hours, sporting events, networking events, and the like, in an effort to build and deepen relationships.
Approximately eleven monthly ART meetings annually; seven regular, agenda-based meetings, plus one social outing (cocktails, holiday party, ballgame, activity, picnic, etc.) each season (quarterly) in lieu of that month's meeting (see calendar on home page of website). Meetings generally are the third Thursday of each month, for dinner, starting around 6:15 p.m. and ending around 8:30 p.m.
A representative of the Program Committee will lead each regular meeting (on a rotating basis): responsible for setting the agenda for the meeting including (well in advance) any outside speaker or internal topic discussion or presentation; arranging at least 6 - 8 weeks in advance the restaurant reservation; gathering member RSVPs; and confirming the headcount with the restaurant 2 days before the meeting.
The Executive Committee (initially elected 1/07 for a two-year term) manages the group, and exercises authority to determine and effectuate policies and procedures for the group, and to help provide leadership, accountability, and organizational structure, for the benefit of the group and its members. At least one member of the Executive Committee serves on each Committee, as liaison and coordinator. The Executive Committee functions as a unit, sharing information internally and making policy, procedural, and other decisions intended for the betterment of the group.
The Treasury/Finance Committee collects semi-annual dues (currently $300 every June and $300 every December), which covers the cost of dinners and certain other activities of the group; there may be a modest additional charge for other activities, such as group advertising, special events, cash bar for cocktail hours, and the like. Visitors pay approximately $50 cost for dinner (check or cash due that evening). A financial penalty will be imposed against any member whose dues remain unpaid after being reminded of the delinquency.
Visitors:
Visitors who are prospective members must complete and submit the short application below for screening (e.g., existence of competition for a particular practice area "slot" and other criteria) by the Membership Committee before attending a meeting. Visitors must attend two meetings (at least one of which must be a "regular" meeting; the other can be a regular or a "social" meeting) before being considered for membership. Visitors should be prepared to present to the group at the first or second regular meeting they attend an informal five-minute-long summary of their background, principal practice areas, other networking experience, description of who constitutes a "good lead" for them, and anything else they may wish to add. The Membership Committee conducts initial screening to ensure that visitors meet the requisite criteria for membership in the group (e.g., niche practice firm, 7+ years of practice in that area, etc.). When group membership is under 30 members, any existing member can veto a prospect on legitimate grounds -- other than competition -- for a "slot" following screening by the Membership Committee and presentation to the general membership of the application for membership; two vetos results in denial of membership to the prospect. At any time when group membership exceeds 30 members, then three veto votes are required to preclude the application of a prospective member. "Legitimate grounds" means that the applicant is deemed inappropriate for the group following serious consideration.
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Sample ART regular meeting agenda (aspirational):
6:15 p.m. – gather and socialize/network; cocktails
6:45 p.m. - committee meetings, if scheduled in advance
7:00 p.m. – assemble; group leader announcements, welcome to guests
7:05 p.m. – introductions: approximately 30 seconds for members; longer for guests
7:25 p.m. – member thanks (for referrals, support, etc.); good and welfare (charitable and other events); encouragement to bring prospects/visitors to meetings
7:35 p.m. – member spotlight presentation (more in-depth re: one member); or group discussion topic on legal/practice matter or ART business
7:45 p.m. – outside speaker presentation; or further group discussion; or additional spotlight presentations; or other matters – determined by Program Committee member leading that meeting
8:15 p.m. – dessert and coffee
8:30 p.m. – conclusion; participants are welcome to stay and network
If you are interested in visiting us for two meetings before deciding whether you wish to have your application considered formally, please complete and then copy and paste this application form into a the text of an e-mail or into a Word document and transmit it to the Membership Committee representative(s) indicated below.
Please try to submit your completed application at least one week before the first meeting that you anticipate attending as a visitor.
ATTORNEY ROUNDTABLE APPLICATION FORM:
Name:___________________________________________________________
Firm Name:_______________________________________________________
Business Address:__________________________________________________
__________________________________________________
Telephone: _______________________
Cell Phone (optional):______________________
FAX: __________________________________________________________________
Email:____________________________
Web Address:___________________________
Designated Law Practice Area (>50% of practice):
________________________________________________________
(Note that there are only two membership slots for each practice area. This application is
subject to the availability of an opening in your designated practice area, and approval of the group.)
Description of your Practice: (Include: Preferred Clients, Preferred Work, Areas of Focus, etc.)
______________________________________________________________________
______________________________________________________________________
______________________________________________________________________
Do you have 7+ years experience in this practice area? Yes No
Are you a partner or owner in your firm or practice? Yes No
Is at least 50% of your work within the designated practice area? Yes No
Is at least 50% of your firm’s work within that practice area in NY? Yes No
Do you have an office within NY State? Yes No
Please explain briefly any "no" answer.
By submitting this application, I confirm that I have read, and agree to adhere to, the membership criteria, guidelines, and policies set out on the second page of the group's website ("Guidelines/Application") -- at: http://www.attorneyrt.com .
Return completed forms to Membership Committee representative:
Justin Frankel, at Fax #: (516) 222-0513 or e-mail: JCF@FrankelNewfield.com
Please try to submit your completed application at least one week before the first meeting that you anticipate attending as a visitor.