OADC_Retreat25

OADC Board Retreat New Orleans October 2-5, 2025

oadc.com

info@oadc.com

503-253-0527

OADC Board Retreat 2025

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The Verdict .

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Defense Practice Academy .

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Annual Convention .

Passport Program

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Practice Groups .

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Affinity Groups .

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Board

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Roles & Responsibilities .

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Practice Group Responsibilities Board Retreat Expenses .

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OADC Board Retreat 2025

Agenda Friday October 3 | 8:00am - 12:00pm 1 Of OADC’s current offerings, how much do they contribute to engagement, and can they be improved? a Growth Zone

i. Forums

ii. Brief Bank

iii. Job Bank b The Verdict

i. Case Notes

ii. Articles

iii. Defense Verdict

iv. On the Docket

v. Judge’s Bios c CLEs

i. Remote – Live + Recorded

ii. In Person d Social Events/Outreach

i. Passport Program

ii. OTLA/OADC Event

iii. Law Student Outreach e Defense Practice Academy f Annual Convention g Fall Seminar h Marketing all Resources and Events 2 What could OADC offer to improve member engagement? a Opportunities with

i. WDTL

ii. DRI

iii. MBA

iv. Law Schools

v. Firms b Locations other than Portland c Non-CLE/Social Events

i. Interactions with: judges, new lawyers, OTLA

ii. Portland Event d Verdict

i. Varied Media Sources

ii. Social Media

iii. Compendium e Support for Law Firms f Partnering with Sponsors

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OADC Board Retreat 2025

The Verdict View live: June Verdict July Verdict August Verdict

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CLEs 2024 Practice Group CLEs Coverage Practice Group January 24, 2024 Topic: A Moody Update: The Supreme Court Decision 47 People Registered

New Lawyers Practice Group February 6, 2024 Topic: Vehicle Accident Reconstruction: A Technology Update with Legal Considerations 24 People Registered

2025 Practice Group CLEs Coverage Practice Group April 4, 2025 Topic: A Moody Update 52 People Registered New Lawyers Practice Group May 1, 2025 Topic: On Appeal: The Wrongful Death Damages Cap 71 People Registered New Lawyers Practice Group May 6, 2025 Topic: Recent Changes to the UCJI 28 People Registered

Employment Practice Group April 5, 2024 Topic: “State of the Union” Roundtable on Paid Leave Oregon 14 People Registered Commercial Practice Group April 26, 2024 Topic: Closely Held Business Disputes 101 19 People Registered

Commercial Practice Group May 19, 2025 Topic: How to Change a Judge or Arbitrator’s Mind 17 People Registered

Government Liability Practice Group July 16, 2024 Topic: US Supreme Court’s Ruling in Grants Pass v. Johnson 42 People Registered Coverage Practice Group (In Person at Bullivant) October 17, 2024 Topic: A Roundtable to Discuss Strategies for Responding to Moody 12 People Registered Professional Liability Practice Group April 2, 2025 Topic: Martineau I & II: Loss of Chance, Demonstrative Evidence and Other Issues 22 People Registered Post Trial Recap CLE August 28, 2025 Topic: Seng v. Providence 28 People Registered 22

Friday, October 3

OADC Board Retreat 2025

Defense Practice Academy Attendance By Year 2023: 22 Registered 2024: 14 Registered 2025: 3 Registered (as of 8/28)

2023-2024 Courses | 10 classes | $1,500 Classes

January 11, 2024 Arbitration • Binding v non-binding • Trial de novo • Presenting evidence & planning witnesses • Briefing • Hearing

September 14, 2023 “Getting Your Game On” Initial file review, planning and case strategy • Investigation of facts • Analysis of Law • Reporting to Carriers and Clients • Preparing Budgets • Recording hours • Managing Stress

February 15, 2024 Mediation • Negotiating like a pro • Tips for drafting settlement & release agreements

October 12, 2023 Discovery • Discovery • E-discovery • ORCP 36 et seq.

• Requests for Production • RFAs • SDTs (Documents/Dox & Depo) • SDT-s meds • ORCP 39C6

March 14, 2024 Trial – Part I: Pre-Trial • What story are you telling the jury?

• Jury Instructions • Motions in limine • Dealing with pre-trial jitters & managing stress April 11, 2024 Trial – Part II: In Court - In the Courtroom • Voir Dire • Opening Statements • Direct and Cross-Exam

November 9, 2023 Depositions • Having your game plan/outline • Effective questioning • Objections: proper v non-proper • What to do with obstreperous witnesses and counsel

May 9, 2024 Trial- Part III: In Court • Objections • Making the Record • Setting your case up for Appeal • Closing Argument

December 14, 2023 Writing & Arguing Winning Motions/MSJs • Court etiquette

June 2024 Post-Trial - At OADC Annual Convention • Post-Trial (but pre-verdict) motions • Post-verdict motions • Appeal 23

Friday, October 3

OADC Board Retreat 2025

Defense Practice Academy 2024-2025 Courses | 10 credits | 5 classes | $1,500 Classes October 23, 2024 Case Intake Gain a step-by-step understanding of case intake procedures, including running conflicts and determining whether the client/issues are a “fit” for your practice. Learn to identify key witnesses, crucial evidence, and potential expert needs from the outset. Delve into initial to-dos including preservation letters, case assessments, early motions, and conflict resolution strategies. Perfect for new lawyers seeking foundational knowledge.

December 11, 2024 Experts!

Explore the roles of economists, medical experts, and more. Delve into the process of selecting and working with experts in preparation for depositions and/or at trial.

February 5, 2025 Depositions Explore the art of deposition-taking and defending from start to finish. This session will cover steps including drafting an outline, selecting exhibits, and preparing a witness, and include hands-on experience for all participants in the roles of attorney and witness. Ideal for refining deposition skills.

April 23, 2025 Pretrial Prep Learn to navigate pretrial filings (including trial memos, witness statements, exhibit lists, and motions in limine) and associated oral argument with finesse. Review trial preparation checklists and discuss best practices.

June 12, 2025 Trial Hone trial advocacy skills with a focus on openings, closings, and witness handling. Participate in a simulated trial environment at OADC. Present your own “clopening” for invaluable feedback and learning.

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Friday, October 3

OADC Board Retreat 2025

Defense Practice Academy 2025- 2026 Courses | 7 classes | $1,750 Classes September 9, 2025 Getting your Game On • Initial file review, planning and case strategy • Investigation of facts • Analysis of Law • Reporting to Clients • Preparing Budgets • Recording hours • Managing Stress* • *Hard to get CLE credits (Ethics & Other)

March 10, 2026 Mediation/ADR • Negotiating like a pro • Tips for drafting settlement & release agreements • Understanding Brackets ...and Arbitration • Binding vs non-binding • Tríal de novo • Presenting evidence & planning witnesses (in person vs paper) • Prehearing Statement of Proof • Briefing • Hearing

October 14, 2025 Discovery • Scope of discovery (based on injury, prayer, type of suit, etc.)

• E-discovery, social media discovery (including new consensus statement) • RFPs/RFAs, and subpoenas as a discovery tool • Discovery Motions and conferral (UTCRs) ...and Experts!

• Roles of medical experts, economists, and others • How to identify who you need • Key practice pointers to know regarding your experts “files”

April 21, 2026 Trial part 1 • Jury Instructions • Voir Dire • Introducing an Exhibit • Direct and Cross-Exam • Expert Examinations • Impeaching a Witness • Objections, Making Your Record • Tips for Opening Statement and Closing Argument (to prepare for final programming at Convention

November 11, 2025 Depositions & Corporate Depos • Outlines and Exhibits • Effective questioning • Preparing a witness • Objections: proper v non-proper • Managing obstreperous witnesses and counsel • ORCP 39C6

June 2026 Trial part 2 Mock “clopening” with opportunity forfeedback

January 27, 2026 Writing & Arguing Winning Motions/MSJs • Structuring and presenting your ideas and argument in a good way • Persuasive drafting • Processes in writing • Rule 21, MSU, MTC

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Friday, October 3

OADC Board Retreat 2025

Annual Convention Year

Member Reg

Addtl' Mbr Reg Companion Reg Mbr Attendance Comp Attend.

1997

$295

None

$95

1998

$295

None

$95

202

112

$23,905

1999

$315

None

$99

203

99

$28,069

2000

$335

None

$109

175

85

$18,999

2001

$335

None

$109

124

65

$19,539

2002

$360

None

$115

172

86

$23,081

2003

$370

None

$115

163

82

$25,982

2004

$385

None

$115

173

80

$24,999

2005

$385

None

$115

167

73

$22,892

2006

$425

None

$125

141

63

$15,786

2007

$450

None

$125

123

43

$10,970

2008

$450

None

$125

165

53

$26,097

2009

$450

$400

$125

173

46

$22,649

2010

$450

$400

$125

143

38

$13,384

2011

$450

$400

$125

138

23

$9,282

2012

$455

$420

$125

158

31

$25,329

2013

$455

$420

$125

127

18

$11,849

2014

$455

$420

$125

133

30

$9,531

2015

$455

$420

$130

152

42

$18,505

2016

$465

$430

$140

160

28

$32,872

2017

$465

$430

Per meal

145

NA

($1,309)

2018

$465

$430

Per meal

127

NA

$7,950

2019

$465

$430

Per Meal

127

NA

$19,540

2020

NA COVID

2021

Hybrid Year with

Virtual and in-person reg and pricing

93

NA

$15,111

2022

$495

$465

125

NA

($10,734)

2023

$525

$500

119

NA

($19,251)

2024

$595

$550

103

NA

($19,720)

2025

$595

$550

Tiered - family style $200/$100 Tiered - family style Tiered - family style Tiered - family style

92

NA

($16,197)

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Profit $25,846

Friday, October 3

OADC Board Retreat 2025

Passport Program March 2025 at Buchalter 29 REGISTERED 19 FIRMS REPRESENTED Bachofner Arbitration Ballard Spahr Brisbee & Stockton Buchalter Bullivant Houser Chinn Smith Winters Davis Rothwell Dunn Carney HWS law Group Keating Jones Lindsay Hart Lober Greenfield Maloney Lauersdorf MB Law Group O’Hagen Meyer Professional Liability Fund Schwabe Travelers Insurance Wilson Elser

April 2025 at Bullivant 50 REGISTERED 27 FIRMS REPRESENTED Bachofner Arbitration Brisbee & Stockton Buchalter Bullivant Houser Chinn Smith Winters Chock Barhoum Cosgrave Vergeer Kester Davis Rothwell Dunn Carney Garrett Hemann Robertson Keating Jones Lane Powell Lewis & Clark Law School Lewis Brisbois Lindsay Hart Lober Greenfield Maloney Lauersdorf Martin Bischoff MB Law Group O’Hagen Meyer Preg O’Donnell & Gillett Professional Liability Fund Schwabe SFEPC Smith Freed Eberhard Stoel Rives Wilson Elser Wood Smith Henning

May 2025 at Stoel Rives

35 REGISTERED 22 FIRMS REPRESENTED Bachofner Arbitration Ballard Spahr (formerly Lane Powell) Brisbee & Stockton Buchalter Bullivant Houser Chinn Smith Winters Chock Barhoum Davis Rothwell Dunn Carney Garrett Hemann Robertson Gordon Rees Hart Wagner Keating Jones Law Offices of Eric Schilling Maloney Lauersdorf Martin Bischoff MB Law Group Schwabe Smith Freed Eberhard Stoel Rives The GLB Wilson Elser

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September 2025 at Markowitz 20 REGISTERED 16 FIRMS REPRESENTED (Data as of 9/1/25) Buchalter Bullivant Houser Cable Houston Chinn Smith Winters Chock Barhoum Dunn Carney Garrett Hemann Robertson Gordon Rees Keating Jones Maloney Lauersdorf Markowitz Hebold Martin Bischoff MB Law Group Preg O’Donnell & Gillett Professional Liability Fund Schwabe Wilson Elser

OADC Board Retreat 2025

Agenda Saturday October 4 | 8:00am - 12:00pm How can OADC improve engagement of its leadership?

1 Current a Leadership Structure

i. Practice Groups (Number + Topics)

ii. Affinity Groups (Number + Topics)

iii. Board 1. Monthly Meetings 2. Co-Chairing Events 3. 3-person Class 4. Retreat – Review Cost

iv. Executive Committee

v. Nominating Committee b Communication with Leadership c Leadership Events

i. January Leadership Dinner

ii. Convention 2 Future a Communication

i. Board Liaisons

ii. Growth Zone b Responsibilities

i. Publications

ii. Vice Chair

iii. Chair

iv. Affinity Groups c In-Person Connections

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Saturday, October 4

OADC Board Retreat 2025

COMMERCIAL

Molly Honore, Chair Markowitz Herbold PC 1455 SW Broadway Ste 1900 Portland OR97201 | 503.295.3085 mollyhonore@markowitzherbold.com Term 1-1-24 to 1-1-26

David Bernstein, Vice Chair Buchalter 805 SW Broadway, Ste 1500 Portland, OR 97205 | 503.226.8431 dbernstein@buchalter.com Term 1-1-24 to 1-1-26

Josh Masser, Publications Gordon Rees Scully Mansukhani 1300 SW Fifth Ave, Ste 2000 Portland, OR 97080 | 503.382.3896 jmasser@grsm.com Term 1-1-24 to 1-1-26

Board Liaison, 2025 Dan Larsen Buchalter 805 SW Broadway, Ste 1500 Portland, OR 97205 | 503.226.8431 dlarsen@buchalter.com

CONSTRUCTION

Ian Baldwin, Chair Wood Smith Henning & Berman, LLP 12755 SW 69th Ave., Ste. 100 Portland, OR 97223 | 971.256.4017 ibaldwin@wshblaw.com Term 1-1-24 to 1-1-26

Claire Whittal, Vice Chair Gillaspy Rhode PLLC 1220 SW Morrison St., Ste. 805 Portland, OR 97205 | 503.688.5020 cwhittal@gillasphyrhode.com Term 1-1-24 to 1-1-26

Paul Hathaway, Publications Lorber Greenfield & Polito 5 Centerpointe Drive, Ste 400 Lake Oswego, OR 97035 | 503.416.4785 phathaway@lorberlaw.com Term 1-1-24 to 1-1-26

Board Liaison, 2025 Mathew Wiese Davis Rothwell Earle & Xochihua 200 SW Market St, Suite 1800 Portland, OR 97201 | 503.222.4422 mwiese@davisrothwell.com

COVERAGE

Robert W Kirsher, Chair Gordon & Polscer LLC 9020 SW Washington Sq Rd Ste 560 Tigard OR97223 | 503.242.2922 rkirsher@gordon-polscer.com Term 1-1-24 to 1-1-26

Bryce Adams, Vice Chair Bullivant Houser Bailey One SW Columbia, #800 Portland, OR 97204 | 503.499.4455 bryce.adams@bullivant.com Term 1-1-24 to 1-1-26

Michael Walker Parks Bauer 570 Liberty St SE, Suite 200 Salem, OR 97301 | 503.371.3502 mwalker@pbswlaw.com Term 1-1-24 to 1-1-26

Board Liaison, 2025 Christine Sargent Littler Mendelson PC 1300 SW 5th Ave, Ste 2050 Portland, OR 97201 | 503.221.0309 csargent@littler.com

EMPLOYMENT

Jaci Houser, Chair Littler Mendelson 1300 SW 5th Ave, Ste 2050 Portland, OR 97201 | 503.889.8856 jhouser@littler.com Term 1-1-25 to 1-1-27

Rachel Timmins, Vice Chair Ogletree Deakins Nash Smoak & Stewart PC 222 SW Columbia St Ste 1500 Portland OR97201 | 503.552.2140 Rachel.timmins@ogletree.com Term 1-1-25 to 1-1-27

Matt Tellam, Publications Stoel Rives 760 SW 9th Ave, Ste 3000 Portland OR97205 | 503.294.9488 matt.tellam@stoel.com Term 1-1-25 to 1-1-27

Board Liaison, 2025 Melissa Healy Stoel Rives 760 SW 9th Ave., #3000 Portland, OR 97205 | 503.294.9263 Melissa.healy@stoel.com

GOVERNMENT LIABILITY

Chris Gilmore, Chair Multnomah County Attorney’s Office 501 SE Hawthorne Blvd, Ste 500 Portland, OR 97214 | 503.988.3138 chris.gilmore@multco.us Term 1-1-24 to 1-1-26

Andrew D Campbell, Vice Chair Heltzel Williams PC 117 Commercial St NE Ste 400 PO Box 1048 Salem OR97308 | 503.585.4422 x314 andrew@heltzel.com Term 1-1-24 to 1-1-26

Carey Caldwell, Publications City of Portland 1221 SW 4th Ave, Ste 430 Portland, OR 97204 | 503-823-4047 carey.caldwell@portlandoregon.gov Term 1-1-24 to 1-1-26

Board Liaison, 2025 Kirsten Curtis Thenell Law Group 12909 SW 68th Pkwy, #290 Portland, OR 97223 | 503.372.6450 kirsten@thenelllawgroup.com

PRODUCT LIABILITY

Tom Purcell, Chair MB Law Group LLC 117 SW Taylor St, Ste 200 Portland, OR 97204 | 503.382.4211 tpurcell@mblglaw.com Term 1-1-24 to 1-1-26

Dmitriy Golosinskiy, Vice Chair Wilson Elser Moskowitz Edleman & Dicker 805 SW Broadway, Suite 2460 Portland, OR 97205 | 971.352.3033 Dmitriy.golosinskiy@wilsonelser.com Term 1-1-24 to 1-1-26

Makenzie Kaiser, Publications Bullivant Houser One SW Columbia Street, Ste 800 Portland, OR 97204 | 503.228.6351 makenzie.kaiser@bullivant.com Term 1-1-24 to 1-1-26

Board Liaison, 2025 David Cramer MB Law Group 117 SW Taylor St, Ste 200 Portland, OR 97204 / 503.382.4211 dcramer@mblalglaw.com

PROFESSIONAL LIABILITY

Melissa J Bushnick, Chair Lindsay Hart LLP 1300 SW 5th Ave Ste 3400 Portland OR97201 | 503.226.7677 mbushnick@lindsayhart.com Term 1-1-24 to 1-1-26

Hannah I McCausland, Vice Chair Brisbee & Stockton LLC 139 NE Lincoln St PO Box 567 Hillsboro OR97123 | 503.648.6677 him@brisbeeandstockton.com Term 1-1-24 to 1-1-26

Ashley Brown, Publications Garrett Hemann Robertson PC 1011 Commercial St NE Salem OR97301 | 503.581.1501 abrown@ghrlawyers.com Term 1-1-24 to 1-1-26

Board Liaison, 2025 Helaina Chinn Chinn Smith Winters LLP 4428 Galewood Ct Lake Oswego, OR 97034 |503.675.4306 chinn@csw-law.com

TRIAL PRACTICE

Practice Groups

Peder A Rigsby, Chair Bullivant Houser Bailey PC 1 SW Columbia St Ste 800 Portland OR97204 | 503.499.4417 peder.rigsby@bullivant.com Term 1-1-24 to 1-1-26

Chris Piekarski, Vice Chair The GLB Attorneys 7455 SW Bridgeport Rd, Suite 235 Tigard, OR 97224 chrisp@theglb.com Term 1-1-24 to 1-1-26

Ramon Henderson, Publications Hodgkinson Street Mepham 1620 SW Taylor St, #350 Portland OR97205 | 503.222.1143 rh@hs-legal.com Term 1-1-24 to 1-1-26

Board Liaison, 2025 Breanna Thompson Garrett Hemann Robertson PC PO Box 749 Salem OR 97308 | 503.581.1501 bthompson@ghrlawyers.com

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Saturday, October 4

OADC Board Retreat 2025

PRACTICE MANAGEMENT

Chair Sharlei Hsu Betts Patterson & Mines PS 111 SW 5th Ave Ste 3650 Portland OR 97204 503.961.6331 shsu@bpmlaw.com Term 1-1-24 to 1-1-26

Vice Chair Taylor Lewis Hart Wagner LLP 1000 SW Broadway Ste 2000 Portland OR 97205 503.222.4499 tbl@hartwagner.com Term 1-1-24 to 1-1-26

Vice Chair Jennifer Crow Sheer Law 2101 Fourth Avenue Seattle, WA 98121 503.446.1767 jen@scheer.law Term 1-1-24 to 1-1-26

Board Liaison, 2025 Sarah Tuthill-Kveton Chock Barhoum 121 SW Morriston St, Suite 500 Portland, OR 97204 971.302.6426 sarah@chuckbarhoum.com

NEW LAWYERS

Chair Anna Claypool Keating Jones Hughes, PC 200 SW Market Street, #900 Portland OR97201 503.222.9955 aclaypool@keatingjones.com Term 1-1-25 to 1-1-27

Vice Chair Brandon Thornburg Cosgrave Vergeer Kester LLP 900 SW Fifth Ave, 24th Floor Portland,OR97204 503.219.3844 bthornburg@cosgravelaw.com Term 1-1-25 to 1-1-27

Publications Gioia Fisk Hart Wagner 1000 SW Broadway, 20th Floor Portland, OR 97201 970.213.3283 gyf@hartwagner.com Term 1-1-25 to 1-1-27

Board Liaison, 2025 Jason Evans Sussman Shank LLP 1000 SW Broadway, Ste 1400 Portland, OR 97205 503.227.1111 jevans@sussmanshank.com

DIVERSITY & INCLUSION

Chair A C Estacio-Heilich Lewis Brisbois Bisgaard & Smith LLP 888 SW Fifth Ave Ste 900 Portland OR 97204 971.334.7008 Ac.estacio-heilich@ lewisbrisbois.com Term 1-1-24 to 1-1-26

Vice Chair Nelly F Greenberg Bullivant Houser Bailey PC 1 SW Columbia St Ste 800 Portland OR 97204 503.499.4623 Nelly.greenberg@bullivant.com Term 1-1-24 to 1-1-26

Vice Chair Gabrielle Martinez deCastro Smith Freed Eberhard PC 111 SW Columbia St Ste 800 Portland OR 97201 503.227.2424 gdecastro@smithfreed.com Term 1-1-24 to 1-1-26

Board Liaison, 2025 Royce Williams TriMet 1800 SW Harrison Portland, OR 97201 503.962.6467

WOMEN IN LAW

Affinity Groups

Chair Bonnie Calhoun Wilson Elser Moskowitz Edelman & Dicker 805 SW Broadway, Suite 2460 Portland OR97205 971.352.3020 bonnie.calhoun@wilsonelser. com Term 1-1-25 to 1-1-27

Vice Chair Ashley L Shearer MacMillan Scholz & Marks LLC 900 SW 5th Ave Ste 1800 Portland OR97204 503.224.2165 ashearer@msmlegal.com Term 1-1-24 to 1-1-26

Publications Olivia Courogen Buchalter 805 SW Broadway, Ste 1500 Portland, OR 97205 503.899.8699 ocourogen@buchalter.com Term 1-1-25 to 1-1-27

Board Liaison, 2025 Megan Cook Bullivan Houser Bailey PC One SW Colmbia St, Ste #800 Portland OR 97204 503.499.4402 megan.cook@bullivant.com

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Saturday, October 4

OADC Board Retreat 2025

Board Oregon Association of Defense Counsel BYLAWS

ARTICLE III MEMBERSHIP

ARTICLE I This Association shall be known as: OREGON ASSOCIATION OF DEFENSE COUNSEL

Section 1. Those persons shall qualify for membership who are active attorney members of the Oregon State Bar, who are in good standing and who devote a substantial portion of their practice to representing the interests of individual defendants, businesses, insurance companies, or government entities in civil litigation, along with inactive and/ or retired attorney members of the Oregon State Bar whose practice was likewise so devoted The following shall also be eligible as non-voting, Neutral Members: legal educators who satisfy the above criteria, or who do not maintain an active practice, either plaintiff or defendant; existing members of the state or federal judiciary; practitioners who devote their entire practice to performing arbitration/mediation/reference judge services; and licensed paraprofessionals who devote a substantial amount of their professional time for the defense of clients in civil matters.

The following shall also be eligible as non-voting, Law Student members: any law student who is currently enrolled as a student at an accredited law school, or who graduated from an accredited law school within the past one (1) year and does not have full-time employment.

Determination of eligibility for membership shall be vested in the discretion of the Board of Directors.

ARTICLE II PURPOSES Section 1. The purpose of this organization shall be: (a) to bring into close association and provide for an exchange among lawyers licensed to practice law in Oregon who devote a substantial amount of their professional time either for the defense of clients in civil matters or representation of clients as in-house corporate counsel, including retired lawyers whose practice was devoted to the same; (b) to promote efficiency in dealing with the general interest of the clients of the members; (c) to sponsor and promote continuing legal education of the membership and of the defense bar; and (d) to support and promote the improvement of the administration of justice and the standard of professional conduct in Oregon courts.

Notwithstanding any other provision of these bylaws, the organization shall not engage in any other activities that are not permitted of an organization exempt from Federal income tax under Section 501(c)(6) of the Internal Revenue Code of 1954.

Section 2. Applications for membership shall be submitted to the Board of Directors of the Association, on a form approved by the Board of Directors, and shall be accompanied by such application fees as shall be set by the Board of Directors, and by one year’s annual membership dues. The application shall then be reviewed by the Board of Directors for acceptance or rejection.

Section 3. Annual membership dues shall be established in an amount set by the Board of Directors.

Section 2. This Association is not formed nor is it to be operated with a profit objective; nor is it organized for the pecuniary profit of its Officers, Board of Directors, or members; nor shall any part of its net income inure to the benefit of any Officer, Board member or member. Payment of any obligations of the Association shall be devoted solely to the furtherance of the purposes of the Association set forth in Section 1 above.

ARTICLE IV OFFICERS

Section 3. In an effort to further the purposes of the OADC bylaws by promoting the continuing legal education of our membership and the defense bar, the OADC Board of Directors includes within OADC membership legal educators who either satisfy the membership criteria set forth in the bylaws, or who do not maintain an active practice, either plaintiff or defendant; existing members of the state or federal judiciary; practitioners who devote their entire practice to performing arbitration/mediation/reference judge services; licensed paraprofessionals who devote a substantial amount of their professional time for the defense of clients in civil matters; and law students as defined below.

Such persons shall be described as non-voting, neutral members.

Section 1. The Officers of the Association shall be the: President President Elect Secretary-Treasurer Said Officers comprise the Executive Committee of the Board of Directors.

Section 2. Officers shall be elected by the membership at large for a three-year (3) term beginning on January 1 following the date of their election. Each Officer shall serve their first year as Secretary-Treasurer, their second year as President Elect and their third year as President.

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ARTICLE V BOARD OF DIRECTORS

ARTICLE VII DUTIES OF OFFICERS

Section 1. There shall be a Board of Directors which will consist of the three (3) Officers and a minimum of six (6) and maximum of nine (9) other members, from the membership at large. The number of at-large board members shall be determined by the Nominating Committee after consultation with the Board of Directors. A majority of the Board of Directors shall constitute a quorum. The business of the Association shall be conducted by the Board of Directors which shall meet at least quarterly. Members of the Board of Directors shall be elected by the membership at large for a three-year (3) term beginning January 1, following the date of their election.

Section 1. The President shall preside at all meetings of the Association and of the Board of Directors. The President shall, with the assistance of the Secretary-Treasurer, present to each meeting of the Association and of the Board of Directors a written agenda of the matters to come before such meeting. The President shall appoint the annual convention chairperson(s). Any member of the Board of Directors who has served on the Board of Directors for one (1) year shall be eligible for such appointment. The President shall perform such other duties and acts as usually pertain to the office of the President and as may be prescribed by the Association and/or Board of Directors.

ARTICLE VI NOMINATION AND ELECTION OF OFFICERS & BOARD OF DIRECTORS

Section 2. The Secretary-Treasurer as custodian shall keep, or cause to be kept, all books, papers, documents, and other property of the Association. The SecretaryTreasurer shall keep a true record of the proceedings of the Association, Executive Committee, and Board of Directors, and do and perform all acts usually pertaining to the office of the Secretary-Treasurer and as may be prescribed by the Association and/or Board of Directors, all under the supervision and direction of the Board of Directors. The Secretary-Treasurer shall make reports of the Association’s activities at every meeting of the Association and of the Board of Directors.

As Treasurer, the Secretary-Treasurer shall perform the usual duties of a Treasurer in an Association of this kind; collect dues, keep accounts and except for current expenses, shall disburse the monies of the Association only upon direction of the Board of Directors, and shall make reports of the receipts and expenditures and financial condition of the Association at every meeting of the Board of Directors.

Section 1. The Nominating Committee shall consist of the President and the four (4) immediate past Presidents of the Association. Three members of the Nominating Committee shall constitute a quorum.

Section 2. The Nominating Committee shall meet annually and nominate the new Officer to join the Executive Committee for a three-year term beginning the subsequent year in accordance with Article IV above.

Section 3. Nominees for Officer shall be or have been a member of the Board of Directors for a minimum of three (3) consecutive years in the past five (5) years.

Section 4. The Nominating Committee shall meet annually and nominate the three (3) new members of the Board of Directors, to replace the three Board of Director members whose terms are ending, for a three-year term beginning the subsequent year in accordance with Article V above. The Nominating Committee shall consider recommendations for replacement members of the Board of Directors from the membership made in writing, if any.

ARTICLE VIII MEETINGS Section 1. The Association shall have an annual meeting, at a date and location designated by the Board of Directors, to report upon the business of the Association and to take such other action as is in the best interests of the members.

Section 5. Vacancies on the Board of Directors shall be filled as determined by the Nominating Committee.

Section 2. Special meetings can be called by the Board of Directors or by written petition presented to the Board of Directors by fifteen percent (15%) of the voting members.

Section 6. The election for the new Officer and Board of Directors members shall be held in the last quarter of each year by ballot sent to the membership by either mail, email, facsimile or other similar electronic communication. Unless delegated to another by the Executive Committee, OADC staff shall tally the votes ensuring secrecy and security of the votes received. The elected Officer and Board of Directors members shall be those nominees who received the majority vote from ballots received.

ARTICLE IX COMMITTEES The Board of Directors may appoint such committees from the membership at large as it deems necessary.

ARTICLE X REMOVAL OF MEMBERS

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A member of the Association may be removed or expelled from membership by the Board of Directors for: 1. Conduct which is adverse to the purpose of the Association.

2. A Change in the member’s practice which would disqualify the member under Article III. 3. Non-payment of membership dues.

ARTICLE XII DISSOLUTION Section 1. This Association may be dissolved in the following manner: (1) A two-thirds (2/3) vote of the Board of Directors, if written notice of the proposed dissolution was provided to each Board member at least fifteen (15) days in advance of the Board meeting at which the vote will be taken. or (2) A two-thirds (2/3) vote of the Board of Directors, if written notice of the proposed dissolution was provided to each Board member at least fifteen (15) days in advance of the Board meeting at which the vote will be taken; and at a special meeting of the Association by an affirmative vote of two-thirds (2/3) of the voting members present; provided that notice of the proposal to dissolve be given to the members by mail at least thirty (30) days before the meeting at which such action is proposed.

A member shall have a right to be heard by the Board of Directors before action to expel is taken, except for expulsion under No. 3 above (non-payment of membership dues).

ARTICLE XI AMENDMENTS Amendments to these bylaws may be proposed only by: 1) a majority vote from the Board of Directors, if written notice of the substance of the proposed amendment(s) was provided to each Board member at least fifteen (15) days in advance of the Board meeting at which the vote will be taken; or 2) by a written petition with notice of the substance of the proposed amendment(s) presented to the Board of Directors with fifteen percent (15%) of the total membership’s signatures supporting the proposed amendment.

Notice of proposed amendments and ballots shall be transmitted to all voting members by either mail, email, facsimile or other similar electronic communication at least thirty (30) days prior to the stated deadline for voting. Unless delegated to another by the Executive Committee, OADC staff shall tally the votes ensuring secrecy and security of the votes received. The bylaws shall be amended only by a twothirds (2/3) or greater vote of the ballots received.

Section 2. Any and all assets of this Association at the time of dissolution shall be applied and distributed as follows: (1) All liabilities and obligations of the Association shall be paid, satisfied and discharged.

(2) Any remaining assets shall then be distributed to nonprofit organizations who promote the access of justice to Oregonians, as determined by two-thirds (2/3) vote of the Board of Directors.

Revised 9-79, 6-20-97, 6-18-99, 6-14-13, xx-xx-22

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Roles & Responsibilities OADC Mission Statement

Practice and Affinity Group Roles

The Mission of OADC is to collaborate, educate and unify the Oregon defense bar by providing professional development, sharing collective knowledge, advocating for defense concerns and working to protect the civil justice system.

The role of the Practice Group and Affinity Group Leadership Team is to offer timely education opportunities to our membership, to create opportunities for our members to meet and network, to develop and implement a plan to foster community among affiliated OADC members, to supply pertinent articles for publication in The Verdict, to help grow and maintain our membership, and to generally support the mission of our organization and the work of our profession.

OADC Leadership Structure and Selection The OADC Leadership is comprised of its Board Members as well as its Practice Group and Affinity Group leaders.

Practice & Affinity Group Responsibilities

The Practice Group Leadership Team is led by a Chair, Vice Chair and a Publications Liaison. The Affinity Group Leadership Team is led by a Chair and is supported by Vice Chairs.

Each group is assigned an OADC Board Liaison, whose role is to encourage, support, and guide the work of the leadership team.

Responsibilities of each Leadership Team include: Professional Conduct. Conduct yourself with professional integrity as a representative OADC, and to promote professionalism within our membership and the broader legal community.

Practice Groups - Programming.

The leaders for each position are appointed by the OADC Board for a two-year term. At the end of the two-year term, Practice Group and Affinity Group leaders are typically asked to rotate up within their group’s leadership team for another two-year term. For instance, the Publications liaison is asked to rotate up to the Vice Chair position and the Vice Chair is asked to rotate up to the Chair position. Leaders in the Chair position who have completed their two-year term are among those considered by the OADC Nominating Committee for a position on the OADC Board of Directors.

Develop a 1-hour CLE program for possible inclusion in the Annual Convention at Sunriver or the Fall Seminar.

The OADC Board members responsible for planning the Annual Convention and Fall Seminar will determine which CLE programs will be utilized for which event and will coordinate with the practice group leaders for further details.

Develop at least (1) one other CLE opportunity for presentation during the year to affiliated members in person and/or virtually. This does not need to be limited to a 1-hour program. The formatting is at your discretion.

The OADC Nominating Committee, who is comprised of the most recent four past OADC presidents and the sitting president, select three nominees to join the OADC Board. Those nominees are voted upon by all OADC members at large. An OADC Board Member serves a three-year term. At the conclusion of the three-year term, one of the three Board Members in their third year are identified by the Nominating Committee to join the Executive Board as an Officer (President, President-Elect and Secretary-Treasurer). This is likewise voted upon by OADC membership following the recommendation of the Nominating Committee. The Executive Board is a threeyear term with each Executive Board member moving up in position the following year (e.g., President-Elect moves into President role). Past presidents of OADC serve on the Nominating Committee for a four-year term immediately following their presidency.

Affinity Groups – Programming.

Develop and/or support an event or programming that fosters community and diversity and inclusion among OADC. The format is at your discretion and examples include law school outreach, community service programming, educational programing, social events and diversity job-fair events.

Networking. Provide at least (1) one opportunity during the year for affiliated members to physically and/or virtually gather to foster community and professional development. The format is at your discretion (examples include breakfast or lunch meeting, community service event, social-hour events, virtual coffee talks, etc.) and this can be combined with a CLE. 34

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Publications – Practice Group only. Submit content for publication in The Verdict, which is published four times a year. Publication assignments will be at the discretion of the editorial team. Practice Group Publications Liaisons are required to attend an annual meeting in February with The Verdict editorial team to obtain further details. Affinity Groups may submit content for inclusion within The Verdict at their discretion and shall coordinate with The Verdict editorial team.

Leadership Team, the Chair is specifically responsible for ensuring that appropriate CLE programing and networking opportunities are developed.

The Chair is also responsible for ensuring its leadership teams’ attendance at the events specified above and attending one Board meeting (or designating a representative on the Chair’s behalf) to report on the activities of their group.

Board Member Interaction. Meet at least quarterly with your OADC Board Liaison to review the status of your Practice or Affinity Group’s activity. In addition, the Chair of each Practice and Affinity Group is required to attend, or delegate another leader from its group to attend, one Board meeting where the leader will report to the Board on their group’s activities. The Board meeting calendar will be posted at the start of the year for sign-up by the leaders.

Vice Chair The Vice Chair is responsible for supporting the efforts of the Practice Group or Affinity Group leadership team to meet the responsibilities and expectations described above.

The Vice Chair is also specifically responsible for working with the OADC Board Membership Committee to promote membership in our organization, grow our membership, and retain existing members.

Membership. The Practice and Affinity Group leaders share in the responsibility, as a group, or as individuals, to actively promote and grow membership in OADC and participation in our events. Each group is expected to recruit three (3) new OADC members each year. New members recruited by each group should be reported to the group’s Board Liaison.

The Vice Chair is also responsible for working with the Legislative Committee to track legislation that is pertinent to your Practice or Affinity Group, to communicate with your Practice or Affinity Group about legislative matters, and to coordinate legislative efforts as may be necessary.

Attendance. All Practice Group and Affinity Group leaders are expected to attend: Leadership Meeting in January.

Leadership Meeting in June (held in conjunction with Annual Convention).

Annual Convention at Sunriver.

Publications Liaison (Practice Group) The Publications Liaison is responsible for ensuring that timely submissions are provided for publication in The Verdict, for carrying out the requests of Editorial Board, and attending any meetings called by the Editorial Board.

Specific deadlines, submission requirements, etc., will be detailed separately by the Editorial Board.

Fall Seminar in Portland.

Their respective Practice Group or Affinity Group activities.

The Publications Liaison is also responsible for supporting the efforts of the Practice Group or Affinity Group leadership team to meet the responsibilities and expectations described above

Social Media. Provide input and support for the OADC website and activities.

Legislative Activity. Provide input and support OADC legislative activities.

Board Liaison The Liaison’s role is to encourage, support, and guide the efforts of the Practice Group or Affinity Group Leadership Team, to report upon their efforts to the Board of Directors.

Individual Responsibilities Chair The Chair ensures that the Practice Group or Affinity Group meets the responsibilities and expectations described above. Beyond overall support of the

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Practice Group Responsibilities INDIVIDUAL POSITION RESPONSIBILITIES

The official role of each Practice Group is to offer continuing legal education at our annual convention and other events throughout the year, host practice group meetings and networking opportunities, publish pertinent articles in our newsletter, The Verdict, and more.

Practice Group Chair The Chair is responsible for ensuring that the Practice Group meets the expectations described above in a timely manner.

Specifically, the Chair will ensure that a program is developed and available for the Annual Convention (topic subject to the convention chair’s approval), and to create two meeting opportunities throughout the year for the group.

Each Practice Group is led by a Chair, Vice Chair and a Publications Liaison appointed by the Board (the “Practice Leadership Group”), normally for a two-year term. Where appropriate, the Board may also appoint a legislative committee representative to the Practice Group. Each group also is assigned a liaison from the OADC board of directors.

Practice Group Vice Chair Work with the Chair to ensure that the Practice Leadership Group meets the expectations described above.

GROUP RESPONSIBILITIES

Act as the Practice Group liaison to the OADC Membership Committee and work on membership recruitment. Monitor proposed legislation of interest to members of the Practice Group.

The primary responsibilities for each Practice Leadership Group are to: 1. Attend the Practice Group dinner meeting in January each year, attend the Annual Convention each year, attend the Fall Seminar each year, and attend your Practice Group activities.

Work with the Board Liaison and Legislative Committee Chair to assist the Board in developing positions on proposed legislation in your practice group’s topic areas (unless a separate liaison has been assigned to your practice group).

2. Develop and/or present a 1 hour CLE program to include in the Annual Convention in Sunriver in June. You will find out more about this at the January Practice Group meeting.

Practice Group Publications Liaison Work with the Chair to ensure that the Practice Leadership Group meets the expectations described above.

3. Propose CLE topics for the Fall Seminar and participate as requested with follow-up on speakers and written materials (see timeline below for deadlines).

Oversee all publication efforts of the Practice Group.

4. Submit 2 articles, 4 case notes, and 4 defense success stories for publication in the OADC newsletter, The Verdict, which is published four times a year (you will receive newsletter deadlines under separate cover from our newsletter editor, Jeanne Loftis).

Coordinate and work as directed by the Newsletter Editor to arrange for timely submission of the Practice Group articles and case notes for publication in the OADC Newsletter.

Specifically, you will need to submit 2 articles, 4 case notes, and 4 defense success stories for publication in the OADC newsletter which is published four times a year (you will receive newsletter deadlines under separate cover from our newsletter editor).

5. Develop and maintain communications within the practice group. Create at least 2 opportunities during the year for members to share information (for example, webinars, brown bag lunches or breakfast meetings). Watch for other possibilities to share information among practice group members.

Board Liaison Supervise and monitor Practice Group efforts.

Meet with the Practice Leadership Group quarterly to review and discuss the status of Practice Group activity. The first meeting should occur before February 1 and include an orientation session to review information and expectations.

6. Meet at least quarterly with your OADC board liaison to review and discuss the status of your Practice Group activity.

7. Solicit new members to the OADC and look for ways to improve the involvement of OADC members in the OADC and Practice Group activities.

Maintain ongoing communication with the Practice Group Chair on at least a monthly basis (by phone or email).

8. Provide input and support for the OADC website, as requested.

Report to the Board monthly on the status of the Practice Group’s activities.

9. If requested, assist in OADC legislative activities.

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OADC Board Retreat 2025

Board Retreat Expenses 2018 Actuals at Allison in Newberg

2019 Actuals at Catamaran in San Diego

2020 Actuals at Langdon Farms in Wilsonville

2021 Actuals at Fairmont Kea Lani in Maui

2022 Actuals at Hyatt in New Port Beach, CA

2023 Actuals at Skamania

2024 Actuals at Fairmont Orchid Kamuela, HI

Total Revenue for Year

292,071.00

310,794.00

187,781.00

268,817.00

297,596.00

340,912.00

312,055.00

Total Expenses for Year

301,544.00

296,934.00

156,132.00

238,953.00

320,051.00

334,299.00

363,268.00

Profit/Loss for year

-9,473.00

13,859.60

31,649.00

29,864.00

-22,455.00

6,613.00

-23,259.00

Fall Planning Retreat Expenses

31,275.00

36,031.00

662.00

40,244.00

35,957.00

31,831.00

58,429.00

Total Percentage of OADC Expenses

10.30%

12.10%

0.40%

16.80%

11.20%

9.50%

16.00%

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OADC Board Retreat 2025

Highest Membership by Firm Firm

Hart Wagner

Oct 2025 18

Aug 2024 16

Aug 2023 24

Sept 2022 23

Aug 2021 24

Number of Members Oct Oct 2020 2019 25 28

Oct 2018 32

Oct 2017 31

Oct 2016 30

Oct 2015 30

Oct 2014 31

Smith Freed

10

8

7

11

8

8

15

18

23

24

26

29

Cosgrave Vergeer

12

10

11

13

13

14

13

17

22

24

26

26

Davis Rothwell

12

11

10

22

20

17

23

25

22

18

20

21

Bullivant Houser

6

17

25

25

21

18

15

20

20

18

20

16

Keating Jones

11

13

14

17

16

15

16

18

15

17

18

16

Lindsay Hart

13

12

14

16

16

15

18

17

15

13

14

13

Dunn Carney

9

11

12

8

9

9

11

11

13

12

13

16

Stoel Rives

10

12

12

11

11

11

11

13

13

19

21

14

Tonkon Torp LLP

3

2

3

6

9

8

10

11

12

16

18

22

Bodyfelt Mount

NA

NA

NA

9

11

10

10

10

12

10

11

11

OSB Prof Liability Fund

5

5

6

7

11

10

10

10

10

Miller Nash

2

1

1

4

7

7

6

7

Below 10

11

Below 10 Below 10 Below 10 Below 10 Below 10

Harrang Long

4

4

5

7

7

6

4

4

Below 10

10

11

13

Brisbee & Stockton

5

6

4

6

9

10

9

9

7

7

7

8

Markowitz Herbold

14

13

12

15

12

9

10

8

Below 10

9

10

11

Mitchell Lang

7

7

9

9

Anderson & Nyburg

2

2

8

12

Elkins Zipse & Mitchell

8

8

8

11

5

5

7

9

NA

NA

12

12

American Family

1

1

2

2

Martin Bischoff

0

Garrett, Hemann, Robertson

10

10

10

8

11

11

Gordon Rees Scully Mansukhani

13

12

8

9

10

11

Cable Huston

4

5

5

Chock Barhoum

3

2

5

Frohnmayer Deatherage

3

5

5

Gillaspy Rohde Faddis & Benn

4

3

5

Glascock Street Waxler

4

5

5

Hodgkinson Street Mepham

8

7

7

Lewis Brisbois

4

4

10

MacMillan, Scholz and Marks

10

10

12

Ogletree Deakins

2

3

6

Rizzo Bosworth Eraut

7

5

6

Sussman Shank

5

5

6

Thenell Law Group

3

4

5

MB Law Group

7

Wilson Elser

18

Buchalter

6

Chinn Smith Winters

5

Littler Mendelson

8

38

0

0