Category Archives: 2016 Issues

Issue 239

President’s Letter

Dear CALL colleagues,

One of the most commonly observed phenomena about professional work in the 21st century is the increasing specialization of different jobs, and that is certainly something we have seen in our law librarian community, even within individual law libraries and organizations. However, despite this increasing specialization, there are still things we share that bind us together as law librarians. One of the challenges of the recent AALL rebranding effort was identifying those traits that define all of our work and figuring out how to communicate our value to others outside the profession. AALL’s new tagline, “Your Legal Knowledge Network,” manages to capture a lot in four simple words, and it applies just as well to AALL chapters like CALL as it does to the national organization.

First of all, the organization is indeed yours. CALL is what it is because of the input and the participation of all of our members. One of the great things about being active in a local chapter is that the smaller scale allows individuals to make a more noticeable impact and have their voices heard more immediately. Any CALL members who want to share some knowledge or opinions or have something they want to learn more about from others are encouraged to propose a continuing education program, a CALL Bulletin article, or another type of CALL initiative. If you want to learn more about CALL and get more involved in the organization, you can volunteer for a CALL committee or participate in one of our community service projects.

Anyone who just has suggestions or questions for CALL should please feel free to contact me or any of the Executive Board members about any issues. Later in 2017, we will be reaching out to CALL members to hear your thoughts and goals as we put together a strategic plan for CALL for the next three years. We want to hear from everyone about the directions you want CALL to take so that we continue to confidently say that we are “your” organization.

Next, I’d like to skip ahead to focus on the last of the four words in AALL’s new tagline: network. The word “network” denotes a sense of interconnectedness and a common purpose. CALL includes a great variety of law librarians and legal information professionals all with ties to the Chicago area. In my view, this diversity is one of the great strengths of CALL because we have so much to learn from each other.

Much, but not all, of what we have to share and learn is related to the final two words of the tagline: legal knowledge. In our current environment, those two words encompass a wide spectrum. CALL committees are working hard to offer education programs and other learning opportunities that address different types of knowledge that should help members enhance their skills and expertise. Watch out for announcements about upcoming programs from the Continuing Education and Mentorship and Leadership Development committees in early 2017. CALL will also soon be offering some educational content online through webinars and other means, so that members who do not work in downtown Chicago or may have a difficult time leaving the office will have the chance to attend some of these programs.

In addition to these great programs, we have a lot more to look forward to in 2017. Most importantly, it will mark 70 years since CALL’s formation in 1947. We’ll have a special anniversary issue of the CALL Bulletin, as well as a celebration at our May business meeting. I hope to see many of you there.

Best regards,


From the Editors

It’s difficult to believe that fall lasts until December 21 when we’ve already experienced sub-zero temperatures here in Chicago, but here we are. Perhaps this issue of the CALL Bulletin will be a pleasant reminder of warmer times.

In fact, this issue comprises our final recap of the AALL proceedings this summer with two grantee reports from Heidi Kuehl and Matthew Timko, a recap of Cool Tools Café from Debbie Ginsberg, and an item on the award of Legislator of the Year to U.S. representative Mike Quigley at the beginning of August. Continue reading From the Editors

CALL Executive Board Meeting Minutes – September 2016

Complete, up-to-date CALL Board meeting minutes are available on the CALL website.

AALL Headquarters, 105 W. Adams St., Suite 3300 (enter on Clark St.)

  • September 13, 2016, 9:00 a.m.

Board Members Present

  • Todd Ito
  • Clare Willis
  • Julie Pabarja
  • Konya Lafferty Moss
  • Tom Gaylord
  • Lindsey Carpino
  • Diana Koppang

Continue reading CALL Executive Board Meeting Minutes – September 2016

CALL Executive Board Meeting Minutes – October 2016

Complete, up-to-date CALL Board meeting minutes are available on the CALL website.

AALL Headquarters, 105 W. Adams St., Suite 3300 (enter on Clark St.)

  • October 11, 2016, 9:00 a.m.

Board Members Present

  • Todd Ito
  • Clare Willis
  • Julie Pabarja
  • Konya Lafferty Moss
  • Tom Gaylord
  • Lindsey Carpino
  • Diana Koppang

Continue reading CALL Executive Board Meeting Minutes – October 2016

May 2016 Business Meeting Round-Up

CALL held its May Business Meeting at Harry Caray’s Italian Steakhouse, 25 West Kinzie Avenue, on May 12, 2016. President Julie Pabarja called the meeting to order at noon and welcomed new CALL members–Anita Calderon (Michael Best ­­­& Friedrich) and Sarah Andeen (Chapman & Cutler).

President’s Announcements

President Julie Pabarja reported that we are progressing with the adoption of Wild Apricot for business meeting registrations, the CALL directory, and membership renewals. Credit card usage for payments of registrations and renewals has increased with the use of Wild Apricot in place of payments by check.

Regarding the AALL Annual Meeting, Julie reminded the membership that Early Bird registration ends June 3rd. She encouraged first time attendees to attend the pre-conference event, Conference of Newer Law Librarians (CONELL). Three AALL leaders, who are also CALL members, were present at the meeting to promote attendance at the conference in July–Keith Ann Stiverson (AALL president), June Liebert (chair of the Annual Meeting Program Committee), and Jamie Sommer (co-chair of the Local Arrangements Committee).

Jamie Sommer, on behalf of the hospitality subcommittee of the Local Arrangements Committee (LAC), asked for donations for the hospitality booth raffles at AALL. The hospitality booth is staffed by volunteers who provide a warm welcome to out-of-town attendees at the annual meeting with tips on where to eat, shopping, and local attractions. Carolyn Hersch, co-chair of the volunteer subcommittee of the LAC, followed up on Jamie’s request with a call for volunteers to staff the hospitality booth.

Clare Willis, incoming CALL Vice President, announced CALL’s Trivia Night at AALL. The event will be on Sunday evening of the conference from 8:00 p.m. to 10:30 p.m. at Timothy O’Toole’s. This will be CALL’s chance to prove we have the brightest and best law librarians in the country! Some free drinks and free food will be provided. Clare welcomed all CALL members to attend–whether or not they’re attending the AALL Annual Meeting.

Meeting Sponsor

Vice-president/president-elect Todd Ito introduced Sean Hearon of Wolters Kluwer and thanked them for their generous sponsorship of today’s business meeting.

Meeting Speaker: Jason Kunesh (@jdkunesh)

Jason Kunesh, currently CEO of Public Good Software, has also served as the Director of User Experience (UX) at Obama for America, was a founder of Fuzzy Math, on the founding team of The Point (later evolving into Groupon), an early designer at Orbitz, an adjunct faculty member at DePaul University and the School of the Art Institute of Chicago. And, possibly a first for a CALL Speaker, Mr. Kunesh worked as a bouncer at the Green Mill.

Mr. Kunesh’s presentation was titled “Politics, Technology, Libraries, & Startups–How to Innovate in Your Workspace”–a lively talk on how he was inspired to innovate in this space.

He was first motivated when a paperwork error at the hospital where his daughter was born prematurely created a whopping incorrect bill of half a million dollars. According to the hospital this error was quite common. He thought, “there must be a better way,” and so was born Fuzzy Math.

He continued to work in the tech industry, but kept an eye out for other inspiring works. He interviewed for the Obama for America campaign (Obama’s 2012 re-election). The campaign’s plan was: Respect. Empower. Include. Win. What they needed? Register. Persuade. Turnout. Volunteer. Donate.

In past campaigns everything was done on paper, such as sign-up lists for volunteers. They built “neighborhood teams” with an octopus-like diagram consisting of various positions at the local level such as phone bank person, data captain, comfort captain (bake cookies), etc. With this structure, the volunteers were like entrepreneurs using social media to reach out to the community in a way that was new. Kunesh’s team created dashboard tools that volunteers could use to self-organize.

Behind the scenes, the data service he led helped create much more dynamic profiles that could be easily utilized by these teams of volunteers. For example, if you donated to the campaign on Monday, the phone bank person would know not to contact you for more on Tuesday (or hopefully at least a few days).

The campaign was successful! Obama won 270 of 538 electoral votes in the 2012 election.

So what do UX designers like Mr. Kunesh do? He described it as mostly exercises in diplomacy and consensus with the “actual work”–creating deliverables–being the smallest part of the job. Kunesh learned throughout this campaign and through his other projects over the years that “the value of community is immeasurable.” He pointed out that CALL has already recognized this value and urged the community to continue those efforts.

Mr. Kunesh’s current company–Public Good Software–places buttons on online article pages about serious matters that range from shootings to wildlife preservation. Those buttons then link to community organizations that are striving to work toward solutions for these problems. Readers can then make donations to those organizations.

Mr. Kunesh provided advice on running and participating on a strong team, especially in the user design field. “Give agency”–do not create a top-down structure. “Be measurable”–be able to measure the impact of your actions and how the efforts align with business or organizational goals. “Encourage dissent”–if everyone is nodding agreement in a meeting, then you shouldn’t be having that meeting. “Be happy!”–life is too short! Being happy is an act of bravery and that act can be hugely impactful for the people around you.

CALL Member Questions

How can these concepts be explained to the public?

Mr. Kunesh noted that it depends if they want to have the details explained or not. For example, you may want to know what’s in your meal at a fancy restaurant, but you probably don’t want to know what’s in your McDonald’s Value Meal. You have to tailor the explanation to the needs of the user and the level of their skill sets.

Any comment on the current Trump and Clinton presidential campaigns?

Only that he is glad he’s not involved!

Are the UX principles he established being used by the Clinton campaign?

Many of the people who served on Obama’s campaign are serving Clinton’s campaign. But most of the innovation in the 2016 campaign is coming from the Bernie Sanders campaign team.

How does Public Good produce revenue?

Public Good charges a 5% fee for introducing a donor to a fund. They also work on corporate sponsorships.

In closing, Mr. Kunesh thanked CALL for the opportunity to be a part of our community.

Committee Announcements

Scott Vanderlin, CALL Bulletin

Scott informed the membership of a little known rule–per bylaws, the Spring edition of the Bulletin may not be published until the weekly temperature averages 65 degrees. The membership were encouraged to keep their fingers crossed for warmer weather to hasten the publication date! Scott thanked Lyonette Louis-Jacques for her long and distinguished service (three years) as co-editor, during which time the Bulletin received a publication award. Co-editor Lindsey Carpino will be stepping down as she has been elected to the Board. New editors have stepped up–Philip Johnson and Juanita Harrell. Scott thanked the outgoing editors and incoming editors and encouraged all CALL members to send the Bulletin committee ideas for articles for future issues.

Julie Swanson, Community Service

The May meeting’s in kind donations will be given to Sit Stay Read. Cash donations will be given to Special Olympics Chicago. CALL will be putting together a team to participate in Race Judicata, a 5k walk/run that raises funds for the Chicago Volunteer Legal Services. The registration fee is $34 but if you join Team CALL you will only pay $20, with the remainder subsidized by CALL for this worthy cause. The deadline to register for the September 15th event is August 25th. More details will be sent to the membership by email in the weeks ahead.

Eugene Giudice, Meetings

Eugene reported another great year for CALL Business Meetings and asked for patience regarding using Wild Apricot as we all learn the new system for event registrations.

Presentation of Grants and Chapter Awards

The Grants and Chapter Awards were presented by CALL Past President Margaret Schilt.

Grant Recipients for 2015-2016

Eugene Giudice – AALL Business Skills Research Clinic (October 2015)

Clare Willis – AALL Leadership Academy (April 2016)

Debra Denslaw – AALL Chapter Grant for AALL Annual Meeting (July 2016)

Heidi Kuehl, Annie Mentkowski, and Matthew Timko – AALL Annual Meeting (July 2016)

Bill Schwesig – Yale Law Library’s Rare Book School (June 2016)

Chapter Awards for 2015-2016

(Thank to you Margaret Schilt for eloquently composing the details of the following award winners).

The Award for Outstanding In-House Publication was given to the William J. Campbell Library of the U.S. Courts, 7th Circuit, for their publication: the Daily Headlines E-Mail. The award was given to the library rather than to any individual librarian, as the Daily Headlines E-Mail is compiled and produced by all the librarians working together. John Klaus accepted the award on behalf of the 7th Circuit Library.

The Agnes and Harvey Reid Award for Outstanding Contribution to Law Librarianship is awarded to a librarian who has given outstanding service to CALL or who has made an outstanding contribution to law librarianship. The committee has chosen to honor Gretchen Van Dam with the 2016 Agnes and Harvey Reid Award.

Gretchen Van Dam began her career as a law librarian in 1990 in Detroit, Michigan. She moved to Chicago to the Chicago-Kent College of Law library in 1993, serving there until 2000, when she was appointed the Librarian of the Courts for the 7th Circuit Court of Appeals. Gretchen has overseen the operation of the Chicago 7th Circuit Library since then and now oversees all the satellite 7th Circuit Court libraries as well.

Gretchen has an impressive record of service to both AALL and to CALL. She has chaired three AALL Committees. She served as CALL’s President in 2009-2010 and on numerous CALL Committees. She has generously volunteered her time and talents as a speaker for AALL programs and CALL events, sharing her wisdom with the rest of us. She is a tireless advocate for law librarianship generally and a mentor to a generation of law librarians.

The Award for Outstanding Lifetime Achievement in Law Librarianship is given to a librarian who has made an outstanding contribution to the Chicago law library community either through provision of outstanding levels of service to the community directly or through CALL during the course of their career. CALL is extremely fortunate to have two librarians richly meeting these criteria: Barry Herbert, who retired early summer 2015, and Sally Holterhoff, who retired at the end of June, 2016.

Barry Herbert has been an active and productive participant in CALL for over 30 years, serving on many committees and as Treasurer of CALL from 2012-2014. He has also been an active member of AALL throughout his career. As Deputy Circuit Librarian at the Library of U.S. Courts of the Seventh Circuit, he has served as an excellent role model to other federal court librarians and was a strong and important voice in representing the value of law librarians to the federal judiciary. CALL is pleased to honor Barry with the Award for Outstanding Lifetime Achievement in Law Librarianship.

To say that Sally Holterhoff has been an active member of CALL and AALL over her 35 years of law librarianship is an exercise in understatement. Sally is a past AALL president and served two terms as an AALL Executive Board member. She also served two terms as a member of the Depository Library Council to the Public Printer, including a year as secretary; was AALL’s representative to the International Federation of Library Associations (IFLA) from 2011 to 2014; and is a member of the Standing Committee of the IFLA Section on Law Libraries. In 2014, she received AALL’s Robert L. Oakley Advocacy Award and Valparaiso University School of Law’s Distinguished Faculty Award. In 2015 during the AALL Conference in Philadelphia, Sally received the Marian Gould Gallagher Distinguished Service Award–AALL’s highest honor. Sally is also a member of the AALL Hall of Fame. CALL is pleased to honor Sally with the Award for Outstanding Lifetime Achievement in Law Librarianship.

Transition of CALL Board Leadership

President Julie Pabarja noted that she has had a great experience as president of CALL, with the best part being the opportunity to work with so many CALL members. Julie asked for all committee members to stand up and be recognized for their contributions and hard work. She added that she hopes that they will continue to be active and encourage other members to join them in their endeavors for CALL.

Julie thanked the Board members for all their hard work, inspiration and service to CALL. She recognized outgoing board members–Stephanie Crawford (treasurer), Robert Martin (director) and Margaret Schilt (past president)–for their dedication and contributions. Julie then welcomed the incoming board members, the “new kids on the block”–Lindsey Carpino (director), Tom Gaylord (treasurer), and Clare Willis (vice president/president-elect).

Julie warmly noted that all of the CALL community has helped her become the leader she is today and that it’s been an unforgettable experience. But now it’s time to turn it over to a new leader. Julie introduced our new president, Todd Ito, and presented him with the gavel. Todd acknowledged that he is not the most talkative member of CALL but that we’ll all hear plenty from him over the next year! Todd then called Clare Willis to the podium for her first official duty as Vice President–drawing the business meeting raffle prize winners.

Adjournment and Next Business Meeting

Todd thanked the membership for their attendance and adjourned the meeting. The next CALL Business Meeting will be held at Nacional 27 on September 15, 2016.

September 2016 Business Meeting Round-Up

CALL held its first business meeting of the 2016-2017 year at Nacional 27, 325 West Huron Street, on September 15, 2016. There were 81 registered attendees. President Todd Ito called the meeting to order at noon and welcomed new CALL members:

  • Tom Duggan (Thomson Reuters)
  • Elaine Knecht (Barclay Damon, LLP)
  • Jennifer Koertge (Brinks Gilson & Lione)
  • Martin Korn (Sheppard, Mullin, Richter & Hampton LLP)
  • Ariana Lim (Professionals Library Service)
  • David Sanborne (Cook County Law Library)

AALL past-president Keith Ann Stiverson thanked everyone for the best Annual Meeting ever! Through luck and her efforts, she hopes to bring the meeting back to Chicago sooner than later!

President’s Announcements

Wild Apricot/Membership Update

Todd issued a reminder about membership renewals. All members should have received an invoice by email by this time. Please contact Todd if you think there are any errors in the renewal form or if you have not yet received your renewal form.

Public Relations Committee Members Needed

Todd asked for volunteers for any of the CALL committees, but the Public Relations committee is in particular need of additional members. The PR committee has a number of responsibilities that are divided among the committee members–taking pictures at CALL events, Tweeting, posting other social media sites about events or upcoming events, finding other ways to attract new members to CALL, and also work on the CALL website. Please get in touch with Todd or Joanne Kiley, PR committee chair if you are interested in joining the committee.

Meeting Sponsor

Vice president Clare Willis introduced and thanked the business meeting sponsor–S&P Global Market Intelligence, represented by Kevin Morrissey and Lindsey Cantazaro. Mr. Morrissey thanked the current clients in the room (a majority of the attendees). Since 2004, CapIQ has been working with law firms. They understand that budgets are tight but that the information they provide is hard to find. Speed is a priority, and CapIQ provides a means of collaborating with practice leaders, business development, and finding conflicts.

Meeting Speaker: William Birdthistle, Professor of Law at Chicago-Kent College of Law

Clare introduced Professor Birdthistle. He is currently a professor at Chicago-Kent College of Law, where he teaches on topics such as business organizations, securities regulation, corporate finance, investment funds, and international business transactions. Prior to Chicago-Kent he was an associate in the Boston office of Ropes & Gray, focusing his practice on mutual funds and hedge funds, specifically on governmental investigations into allegations of malfeasance in the mutual fund industry. In 2016, his book on 401(k)s, Empire of the Fund: The Way We Save Now, received critical acclaim from the academic world and by publications such as the New York Times, The Economist, Time, Money, and The Washington Post.

Professor Birdthistle began by expressing his excitement to be talking with a group of bona fide book lovers–the highlight of his speaking tour! He then spoke briefly about the cover of his book (copies of the cover were provided at all tables). One of his children mistakenly thought that the shield was a Caldecott award and that he had won. To which he replied, “why yes I did.”

He then moved on to his main topic, saving for retirement in America. There have been recent stories in the news of lawyers suing their law firms over their retirement plans. The topic of pensions has also been prominently featured due to the pension debt and obligations of Illinois state and local governments. Those with private pensions are a rarity today.

Social Security and employer retirement plans (previously more commonly operated as pensions) are the two biggest components of how we accumulate wealth for retirement. But the Social Security system is in jeopardy from politics and is not keeping pace with costs such as cost of living and healthcare cost increases.

The pension component is virtually extinct–especially for those working in the private sector. Only 3% of private sector employees have pensions. If you have a public pension, it’s questionable whether that money will be available when you retire, so we must handicap for the likelihood of both Social Security and pensions being at risk.

401(k) plans change the equation for employers. These are different than defined benefit plans, as companies are generally not fond of fixed commitments as it is hard to predict the future finances of the company.

But his book hypothesizes that the 401(k) experiment is not going to be successful. Over the course of the next 20-30 years, Americans will manage 16 trillion dollars of assets, but only 90 million Americans will do it well.

So, why is he so pessimistic? To start, the system’s success is predicated on us–everyday people. How we can understand how much we’ll need for our retirement and how to manage the money? These are difficult tasks with many unpredictable factors such as the volatile marketplace. It’s not a question of sophistication or what you know. It’s the structure of the system. Even if a group makes the same decisions, they’ll get different results because not everything is priced the same. Operating as an individual is always going to be more expensive–as opposed to group plans (think of bargain prices at wholesale clubs).

For example, investing in annuities is a gamble. You give $100,000, and they promise you a specific payout per month or year. They hope you die early, you hope you live long. This is basically an expensive pension.

The second reason for his pessimism is that fund managers make money no matter how the investment performs, which provides little incentive to spend time on finding an investment that performs well. You will only make money if the mutual fund gets bigger and increases in value over time. So the fund managers focus their time and energy more on bringing in new investors, but not driving the value through investment choices. That conflict of interest is a core problem.

His third reason is the demonstrable problems in the financial/investment industry. Wells Fargo is a classic example in recent news. 5,000 people were fired, but probably not a lot of the people responsible for the decisions behind the alleged fraud in which millions of accounts were set up for individuals without their knowledge or permission.

The faith in mutual funds is also misplaced. It’s not just an easy and safe investment. When $16 trillion is involved, there are those that will find a way to benefit at the expense of others (i.e. fund managers taking advantage of the investors).

A standard investment rule is T+3, which means you should be able to get your money out within three days of the transaction. In 2014, TIAA-CREF settled a lawsuit with almost 60,000 college professors for holding on to funds for up to 10 weeks after a transaction. Professor Birdthistle was one of them! In those intervening weeks, TIAA-CREF was making money from him as an investor and denying him the opportunity to invest those funds through other transactions.

Professor Birdthistle acknowledged that the best advice is usually boring. Find the cheapest investments and don’t touch them. We tend to not think that “cheap” is a better investment because that concept doesn’t translate into our other experiences, such as the price of haircuts or, perhaps, tacos.

The professor stated that the fee you pay is the biggest drag on your investment.

The last chapter of the book focuses on how to fix the problem of saving and investing for retirement. If the claim is there is not enough money in the bucket when we retire, the usual proposal is to just pour more money into the bucket. One way of doing this is auto-enrol in investment accounts where the investor has to opt-out rather than opt-in. Another suggestion is auto-escalation that increases the deposits by 1% or 2% each year. Professor Birdthistle thinks those ideas are great but it’s also like saying the house is a little too cool in the summer, so let’s cut back on air conditioning, without considering other options such as keeping doors and windows open.

He advises licensing for investors who want to use anything but passive funds–not just fund managers. He also recommends that investors take a test for competency in the field.  However, not surprisingly, there is a lot of push-back on this within the financial industry. Active funds rarely return greater results than passive funds, but the fees are still higher. Some in the industry have said that we shouldn’t bother with licensing the management of active funds, that we should just ban these types of funds altogether! The professor acknowledged that this might be a bit extreme. Others in the industry have suggested pushing financial literacy. The real overarching issue is why anyone would care about other people’s savings (a libertarian argument). To answer that he thinks back to smoking–why should anyone care? There isn’t secondhand investing like secondhand smoking. But who’s paying the health bills?  In turn, who is paying when older Americans don’t have the money to support themselves? The government and the rest of us (taxpayers) will be responsible to raise those funds unless we just callously choose to forget these people.

If the baby boomer retiring block wakes up and realizes this danger they’ll have to ask for a bailout, just like Wall Street in 2008. Then all American taxpayers will be on that financial hook.

Professor Birdthistle offered another radical suggestion–a good retirement plan for everyone. If you look at these lawsuits at universities or at companies like Boeing or John Deere, what they are often accused of is providing too many fund options. Those actions possibly violate ERISA laws that require a “prudent” group of funds which are whittled down responsibly. For every 20 new choices, participation goes down by 2 to 3 %. Also, why are such expensive funds (by fees) included as options? Because companies like Fidelity make more money from those funds.

For those without retirement plans accessible through the workplace, the professor suggested thrift savings plans that are very inexpensive.

Lastly, the professor stated that the SEC needs to do their job and really watchdog the industry–especially for fund management fees. The wrong companies are being sued. They need to sue the smaller companies that are the really bad players and taking the most advantage of investors.

CALL Member Questions

Are there any models for retirement investing/planning outside the U.S. that work really well?

Chile. The government promises a floor–a base amount of support and 401(k) options for additional investments. This is feasible because Chile’s economy is much smaller than ours. Additionally, Americans have long life expectencies and healthcare in America is very expensive. Plus, our backup systems like the Pension Benefit Guaranty Corporation (PBGC) and Social Security are deep in debt. Australia is another successful example which requires savings–essentially a better run Social Security system.

When will the Fed raise rates so that savings accounts once again make money?

The Fed has chosen to encourage business investment which is costly to those living off interest income. Other nations’ governments are focusing more on the individuals rather than the larger economy.

If we manage our funds well, but another market-crashing event like Brexit happens, what should we do?

Wait it out–markets come back and our government is still the best investment on the planet. The professor admitted that this is hard advice to take. He recommends using target date funds (based on retirement date) to weather against the panic.  However, there have been some problems with these funds. They are expensive and some have failed to move investments into less risky categories as the fund approached the target retirement date.

What are your thoughts on the new fiduciary rule for broker-dealers?

What impresses him the most is that if you are a broker-dealer you have to treat your client like you are a fiduciary, just like investment advisers are required to do. Before this rule was enacted, broker dealers just had to recommend “suitable trades” which has not been well defined. So they would recommend investments that paid them the best commission–regardless of the performance of the investment. What also surprised him was the outraged reaction of the broker-dealer industry. That industry is suing to have this rule undone. They’re claiming that this will be more expensive for everyone because they’ll have to get more training. He doesn’t buy that argument. But he only thinks this implementation of this rule will be successful if the SEC backs it up. Right now this is just a Department of Labor rule effecting ERISA only.

Committee Announcements

Robert Martin, Community Service

On behalf of himself and co-chair Julie Swanson, Robert thanked everyone for their contributions over the past year. The committee has big plans ahead for the 70th anniversary but asked for suggestions for community service recipients or projects. The September Business Meeting’s cash donations will go to the Rolfe Pancreatic Cancer Foundation, a Chicago-based organization. The November meeting donation recipients will be an organization supporting homeless veterans. February’s recipients will be Greater Chicago Food Depository. They are still looking for ideas for the May business meeting.

Julie Pabarja, Grants and Awards

Julie reminded the  membership that CALL has money available for conferences and other educational opportunities. Please reach out to the committee if you have questions about applying or if you have suggestions for events or programs that might qualify for grants so that those can be shared with the membership. The grant application form can be found on the CALL website.

Joe Mitzenmacher, Government Relations

Joe reported on the presentation of the Legislator of the Year Award to Congressman Mike Quigley (Fifth Congressional District) for his work on open governance initiatives. Rep. Quigley is co-chair of the bi-partisan Congressional Transparency Caucus. That caucus has worked to make CRS reports more accessible to the public and to provide easier access to PACER and FOIA amendments. The award was presented at his office in August.

Door Prize Drawing

Todd and Clare thanked LexisNexis for providing the door prizes at today’s meeting. The winners were Susan Berg, Cheryl Kruger, and Anita Calderon.

Adjournment and Next Meeting

Todd adjourned the meeting and reminded the membership that the next business meeting will be held on November 17th at Rock Bottom Brewery.

Transitions: A Life’s Journey

If there is one constant in life, it is change. We change daily,
starting with daily physiological changes (nails grow, hair grows, cells generate and die off) to personal changes (changes in relationships, changes in where we live) to changes that effect many people (political changes, economic changes). We also change professionally. We call these changes transitions. defines transition as “movement, passage, or change from one position, state, stage, subject, concept, etc., to another; change.” This definition implies a discrete time of transition. The transition has a beginning, a middle, and an end as we move from an “as is” condition to a “to be” condition. Continue reading Transitions: A Life’s Journey

Tax Deductions for Law Librarians: The Good, the Bad, and the Ugly

By their very nature, law librarians are intellectually curious. Of course, that’s a good thing as law librarians need to keep abreast of new developments in constantly changing areas of law and the technology that is used to deliver information.

There are opportunities for continuing education at the national, regional, and local levels. At the national level, AALL offers various institutes and webinars in addition to the Annual Meeting. There are from time to time regional law library meetings and conferences. The local chapters also offer meetings and programs that are extremely useful for local resources. But to what extent does the tax law allow for deductions in pursuing these opportunities? Continue reading Tax Deductions for Law Librarians: The Good, the Bad, and the Ugly

CALL Awards Representative Mike Quigley Legislator of the Year

In August, CALL leadership visited the offices of Representative Mike Quigley to award him Legislator of the Year on the basis of his “outstanding leadership and commitment to open access to government information.” Rep. Quigley has represented the 5th Congressional District of Illinois since August, 2009 and is well known for his commitment to open government. Continue reading CALL Awards Representative Mike Quigley Legislator of the Year

Cool Tools Café at AALL 2016

Cool Tools Café is always one of my favorite events at AALL. I enjoy giving demos as well as learning about new tools. Here, I’ll recap the tools I presented– and Page Vault, web page archiving tools that law schools, firms, and other legal organizations might find useful. I’ll also share a bit about some of the other interesting tools presented. To see handouts from other tools at the cafe, check out the CS-SIS website. Continue reading Cool Tools Café at AALL 2016