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ADOPTED POLICIES / ACTIONS TAKEN
As of September 28, 2019

TABLE OF CONTENTS


RESOLUTIONS FOUND IN THE MEMBERS ONLY
SECTION UNDER POLICIES 1
Resolution Regarding the Use of Alimony Guidelines (not on website) Statement of Position to the Arbitration Committee
Prohibition of Insurance Discrimination Resolution
Resolution Supporting Federal Legislation Dealing With Extended Medical Insurance Coverage
Resolution Supporting the Respect for Marriage Act of 2011 Resolution Opposing Pension Legislation Excluding Disability Pay from Property and Support Cases
Resolution Adopting Concept of Establishing an AAML Foundation Resolution Opposing Section 212 of House Ways & Means Committee’s “Tax Reform Act of 2013”
Resolution on Domestic Violence
Resolution Supporting Passage of the Uniform Deployed Parents Custody and Visitation Act
Resolution Opposing Legislation Regulating the Division of Military Retirement Benefits in Divorce
Resolution Children Separated From Parents Due to Deportation Resolution Supporting the Equal Treatment of All Qualified Persons Regardless of Gender or Sexual Orientation Regarding the Placement Of Children in Foster Care and Adoption
Resolution Regarding the Separation of Immigrant Children From Parents at the U.S. Border
IAFL/AAML Joint Position Statement Re: G-4 Visas

ADOPTED POSITIONS ON FEDERAL LEGISLATION 2
Turner Act
Pension and Benefits
Federal Legislation on International Child Abduction Federal Legislation on Thompson v. Thompson Conflicting State Orders on Custody Jurisdiction
Proposal for Federal Legislation to Reinstate Lester Proposal for Bankruptcy Legislation
Same Sex Marriage


ADOPTED MOTIONS ON MODEL ACTS / UNIFORM LAWS 3
Model Cohabitation Agreement Uniform Parentage Act
Model Relocation Act
UCCJEA (Uniform Child Custody Jurisdiction and Enforcement Act

ADMISSIONS PROCEDURES 3
Non Chaptered Application Process
Ninety Day Time Limit to Handle Applications Interviews
Notification to Applicant Applicant Files Retention Policy
National Exam: Passing Grade for the National Exam
Waiver of National Exam Policy on National Test
Criteria for Allowing Exam Retake Content of Retaken Exam
Applicant Test Scores to Chair of Nat’l Board of Examiners Minimum Number of Chapter Board of Examiners

AFFILIATION WITH OTHER ORGANIZATIONS 7
AMICUS (addressing requirements for National and Chapter authorization) 8
LBGT and Amicus Committees Joint Preparation of Master Brief (advocating the Academy’s position in favor of marriage equality)

ANNUAL MEETING (NOVEMBER) DINNER DANCE/OUTGOING
PRESIDENTIAL RECEPTION 12
President-Elect's Dinner Dance / President's Going Away Cocktail Reception
Out of State Programs

ARBITRATION 13
AWARDS/GIFTS BY PRESIDENT 13
BOARD OF REVIEW 14
BOARD OF GOVERNORS / EXECUTIVE COMMITTEE 14
Establishment of Policies/Positions At-Large Governors


BOUNDS OF ADVOCACY 14
BUDGET FOR ANNUAL & MID-YEAR MEETINGS 14
BYLAWS 15
Chapter Bylaws (approval of Amendments by Executive Committee in the interim)
National Bylaws (Bylaws Chair authorized to make minor changes to reflect intent of Board of Governors
CERTIFICATION 15
AAML Involvement in the Certification Process
CHAPTER TRANSFER 15
Current Fellow Application to Second Chapter
CHAPTER WEBSITE AND SOCIAL MEDIA POLICY 16
COMMITTEES 18
Chapter and Committee Use of Adobe Connect Mediation
Long Range Planning Committee Trial Advocacy
Honors and Awards Committee Committee Expenditures

CONFLICT OF INTEREST 20
AAML Conflict of Interest Policy Form
CONTINUING LEGAL EDUCATION 21
AAML Speaker Reimbursement Policy - Fellow Speaker AAML Speaker Reimbursement Policy - Non-Fellow Speaker

DIRECTORY / NEWSLETTER / WEBSITE / JOURNAL 24
Picture Required Class of Fellow Disclaimer
Declaration of Form of Practice Plagiarism

DUES / FEES 25
Mandatory Credit Card Payment for Dues National Dues
Founding Members


Economic Hardship
National Collection of Chapter Dues Registration Fees
EMAIL UTILIZATION 26
ELECTRONIC VOTING 26
Alternative to Electronic Voting
FINANCIAL AID POLICY 27
Financial Hardship Guidelines for Continuing Legal Education Courses Effective March, 2011
Criteria Used to Determine Financial Hardship
FOUNDATION 28
Office Space
Leonard Loeb Scholarship Foundation Annual Meeting Exhibit
LEGISLATION 29
Legislative Committee Operating Guidelines Public Policy Position in the Presence or Absence of a National AAML Position or Policy
MAILING LIST 31
Purchase of Mailing List
MASTER CALENDAR 32
MEMORIAL RECOGNITION OF FELLOWS 32
MIDYEAR MEETING SITE SELECTION 32
NEWSLETTER 34
OFFICE POLICIES 34
AAML Executive Director Review Committee Composition and Timeline Evaluation Forms
AAML Employee Handbook Document Retention
Authority for Termination of an Employee Capitalization Policy
Financial Transactions
PRESS AND PUBLIC RELATIONS FIRM 38
PUBLICATIONS 38
REIMBURSEMENT 38
General Reimbursement Policy
Travel Policy for Annual and Midyear Meetings
Travel Policy for Executive Committee
Academy Business Travel for President and Officers
Travel Policy for Committees
Reimbursement for Staff Travel Expenses

SENIOR FELLOWS RECOGNITION 42
SPONSORSHIP 42
USE OF AAML NAME AND LOGO 42
USE OF AAML NAME AND LOGO ON WEBSITES 43
WHISTLEBLOWER 44

AAML ADOPTED POLICIES / ACTIONS TAKEN
As of September 28, 2019

RESOLUTIONS
RESOLUTIONS ARE FOUND IN THE MEMBERS ONLY SECTION UNDER POLICIES

The Board of Governors adopted a RESOLUTION REGARDING THE USE OF ALIMONY GUIDELINES clarifying the 2007 action and taking no position on the use of alimony guidelines or how alimony should be determined referenced below. November 6, 2013.

The Board of Governors adopts a Statement of Position to serve as a direction to the Arbitration Committee in the performance of its assignments. March 4, 1990

PROHIBITION OF INSURANCE DISCRIMINATION RESOLUTION. March 3, 1996

RESOLUTION SUPPORTING FEDERAL LEGISLATION dealing with extended medical insurance coverage in the event divorce or death. March 5, 1986

RESOLUTION SUPPORTING THE RESPECT FOR MARRIAGE ACT OF 2011
(S.598 and H.R. 1116) Adopted by the American Academy of Matrimonial Lawyers Board of Governors at its meeting on March 15, 2012, and amended at its meeting on March 20, 2013. March 20, 2013

RESOLUTION OPPOSING PENSION LEGISLATION EXCLUDING DISABILITY PAY FROM PROPERTY AND SUPPORT CASES. November 8, 2013

RESOLUTION ADOPTING CONCEPT OF ESTABLISHING AN AAML FOUNDATION. March 13, 1989

RESOLUTION OPPOSING SECTION 212 of the House Ways and Means Committee’s “Tax Reform Act of 2013” November 7, 2014

RESOLUTION ON DOMESTIC VIOLENCE by the Board of Governors on
November 7, 2014

RESOLUTION SUPPORTING PASSAGE OF THE UNIFORM DEPLOYED
PARENTS CUSTODY AND VISITATION ACT. Adopted by the Board of Governors on
November 7, 2014

RESOLUTION OPPOSING LEGISLATION REGULATING THE DIVISION OF
MILITARY RETIREMENT BENEFITS IN DIVORCE. Adopted by the Board of Governors on June 24, 2016.

RESOLUTION SUPPORTING THE EQUAL TREATMENT OF ALL QUALIFIED PERSONS REGARDLESS OF GENDER OR SEXUAL ORIENTATION REGARDING THE PLACEMENT OF CHILDREN IN FOSTER CARE OR ADOPTION. Adopted by the
Board of Governors on November 10, 2017

RESOLUTION REGARDING THE SEPARATION OF IMMIGRANT CHILDREN
FROM PARENTS AT THE U.S. BORDER. Adopted by the Board of Governors on June 20, 2018.
IAFL/AAML JOINT POSITION STATEMENT RE: G-4 VISAS. Recommended by
the Executive Committee on November 6, 2018, to the Board of Governors who approved it on November 9, 2018.

ADOPTED POSITIONS ON FEDERAL LEGISLATION

Turner Act

Voted to oppose Federal Legislation (known as the “Turner Amendment’) that would Federalize child custody decisions for military personnel in certain circumstances. June 2011.

Pension and Benefits

Voted to oppose Federal Legislation to terminate a spouse's interest upon remarriage or change disability pension and benefits to a spouse. March 7, 1999

Federal Legislation on International Child Abduction

Identities of potential victims of IPCA to be entered into computer check points at all locations of egress from U.S.

Federal Legislation on Thompson v. Thompson Conflicting State Orders on Custody Jurisdiction

The District Court of the United States shall have jurisdiction of any action to determine, in the case of a dispute involving custody determination of different states, whether such custody determination were made consistently with the provision of this section (PKKA).

Proposal for Federal Legislation to Reinstate Lester

To amend the International Revenue Code of 1986 to provide that gross income includes amounts received as family support specified in the divorce or separation instrument reduced on the happening of a contingency relating to a child, or at a time that can clearly be associated with such a contingency shall not be treated as fixed as child support and to amend the Social Security Act of 1935, to provide that support awards under child support guidelines may include awards of family support.

Proposal for Bankruptcy Legislation

Addresses non-dischargeability of property distribution. March 7, 1993

Same Sex Marriage

The American Academy of Matrimonial Lawyers supports legislation authorizing marriage between same-sex couples and the extension of all the legal rights and obligations of spouses and children to same-sex couples who marry.

The American Academy of Matrimonial Lawyers encourages the United States Congress and the legislatures of all states to achieve the legalization of marriage
between same-sex couples and the extension of all legal rights and obligations of spouses and children to same-sex couples. November 4, 2004

ADOPTED MOTIONS ON MODEL ACTS / UNIFORM LAWS

Model Cohabitation Agreement.

Approval of the AAML Model for a Cohabitation Agreement. Posted separately in the members only section. May 11, 2013

Uniform Parentage Act

The AAML recommends the adoption of the Uniform Parentage Act as promulgated by the National Conference of Commissioners on Uniform States Laws in 2002 and approved by the ABA in 2003, as an appropriate act for consideration by states desiring to adopt the substantive law contained therein. November 2003

Model Relocation Act

Proposed Model Relocation Act approved. March 9, 1997

UCCJEA (Uniform Child Custody Jurisdiction and Enforcement Act)

The AAML supports the adoption of the Uniform Child Custody Jurisdiction and Enforcement Act. March 9, 1997


ADMISSIONS PROCEDURES

The Application Process Is Absolutely Confidential. See Separately Posted Admissions Procedures For The Complete Process.

Admissions Committee Report approved. Posted under Admissions Process.
Details the admissions process. November 18, 2012

Non Chaptered Application Process

When an application for Fellowship is received from a lawyer practicing in a state that does not have a Chartered Chapter, the initial review of the application shall be submitted to and considered by three Officers of the Academy. The President-Elect, in his or her capacity as Chair of the National Board of Examiners, shall appoint the three officers. The Officers shall conduct an interview of the applicant, the existing Fellows of the state, and any other individuals the Officers deem necessary to conduct a thorough investigation and to formulate a recommendation.

The Officers shall present a recommendation to the National Board of Examiners to accept, reject, or defer the application, in the same fashion that recommendations are made by Chartered Chapters with reference to applicants from their states.

Ninety Day Time Limit to Handle Applications

The National Board of Examiners may act in cases in which a Chapter fails to act on an application for more than ninety days from the time the Chapter receives the application or, in cases where National has granted an extension, where the Chapter has not acted by the end of the extension. March 2016

Interviews

A majority of the members of the Chapter Sub-Board of Examiners shall be present for the interview and at least one person shall be present in person. The rest may be by video or telephone conference. It is recommended that there be geographic diversity on the interviewing committee. January 31, 2015

Notification to Applicant

After the National Board of Examiners takes an action on an application the Executive Director will send notification to the Chapter President and Chair of the State Board of Examiners regarding the status of the application at least seven (7) days prior to the applicant receiving information. In addition, the State Chapter President and the Chair of the State Board of Examiners will receive a letter of instructions regarding how to handle the information so provided. September 27, 2014

Applicant Files Retention Policy
Accepted Applicants Retain:
Acceptance Letter Dues Invoice Website Bio
Pink Recommendation Form
State Board of Examiners Checklist

State Recommendation Form Original Application with Attachments
Discard:
Evaluations Reference Letters Waiver Letter
Initial Correspondence Check Copies

Rejected Applicants
Retain file for two years then discard entire file.
March 20, 2013

National Exam

Passing Grade for the National Exam

Applicants correctly answering 75% or more of the total questions on the National Exam, including 80% or more of the questions on the Bounds of Advocacy and 80% or more of the questions on Ethics, shall be deemed to have passed that examination. Revised January 19, 2019

Waiver of National Exam

A provisional chapter (ten or more members) can petition National for waiver of the National test if the state has a State Board Certification which the National Test Committee can review. April 2009

A state will be allowed to waive testing requirements upon application of a former Fellow for readmission after nonpayment of dues caused the Fellow to be removed.
November 5, 1993

Policy on National Test

If an applicant is required to take the National exam, the Applicant must pass the national exam in order to be offered admission to the AAML. Notwithstanding the foregoing, if the state in which the applicant practices has family law certification, the applicant must be certified prior to the applicant’s admission as a Fellow.

An applicant may take the National Exam up to two (2) times in the current application process. If an applicant fails the exam the first time taken, and the Chapter Board of Examiners or National Board of Examiners authorizes the applicant to take the exam a second time, the applicant must take the exam within one year of the notification of his or her failure to pass the exam.

If an applicant does not pass the national exam after two (2) attempts, additional

testing shall only be granted at the discretion of the Executive Committee, and subject

to whatever conditions the Executive Committee deems appropriate, including a waiting period or requiring that the applicant repeat the full application process.

If rejected for reasons other than failing the national exam, the applicant may not reapply for admission for a period of one year from the date of rejection. January 25, 2014.

Criteria for Allowing Exam Retake

1. If an applicant fails the National exam, he or she should be authorized to retake the exam if it appears that the applicant would have otherwise been accepted by National.

2. National will decide whether or not the applicant should be able to retake the National exam.

3. If an applicant fails the State exam, he or she should be authorized to retake the exam if it appears that the applicant would have otherwise been accepted by the chapter.

4. The chapter should recommend whether or not the applicant should be able to take the State exam.
May 17, 2014

Content of Retaken Exam

If an applicant has failed any portion of the exam and the Chapter has recommended that the applicant be allowed to retake the exam, the applicant will be required to take the entire exam and the entire exam will be graded. November 4, 2014.

Applicant Test Scores to Chair of National Board of Examiners

The National Testing Committee is authorized and directed to provide the National Office with applicant National Testing Scores, and National is to provide such information to the chair of the National Board of Examiners with each application to be considered for admission. May 17, 2014

Minimum Number of Chapter Board of Examiners

All Chapters shall be required to have a minimum number of Fellows to serve on the Chapter’s Board of Examiners. The minimum number for any Board of Examiners for a Chapter consisting of 75 Fellows or less shall be 5 Fellows. For Chapters consisting of over 75 Fellows, the minimum number for any Board of Examiners shall be 7 Fellows. At the time of the appointment of the Chapter’s Board of Examiners, the

Chapter may also appoint alternates to use in the event that a regular member is unable to attend or is disqualified. September 2016

AFFILIATION WITH OTHER ORGANIZATIONS

Relationship with National Council of Juvenile and Family Court Judges authorized. May 2011

The AAML shall file a joint application to the ABA in conjunction with the NBTA to certify specialists in Family Law. January 14, 2006

The AAML shall conduct a joint seminar with AICPA. November 7, 2003

The AAML shall establish a relationship with AICPA to:

1. Continue to provide mutual speaking opportunities at each other’s National Conferences.

2. Develop mutual website links

3. Have each organization offer CPE/CLE credits

4. Develop a joint seminar

5. Provide content to each other’s publications and explore creating joint publications

November, 2000

The AAML shall affiliate with the National Board of Trial Advocacy and participate in a program for certification of matrimonial law specialists. November 4, 1994

No local Chapter may join with another organization to form an individual organization of which the Academy is designated as a part without the permission of the Academy. March 4, 1990

The AAML will affiliate with Business Valuation Research (BVR) to put on a conference modeled after the former AICPA joint conference, which the Academy co- sponsored. This affiliation will replace the prior affiliation with the AICPA. November 10, 2017 Board of Governors ratified the contract with BVR which provides for a split of the revenue. March 16, 2018

The AAML will affiliate with Kids in Need of Legal Defense (KIND). November 10, 2017.



AMICUS

Approved Amicus policies which apply to National and State Chapters.

I. Policy applicable when the Academy of Matrimonial Lawyers (“the Academy”) is considering acting as amicus.

A. Rationale

The Academy shall participate as an amicus only if doing so would “encourage the study, improve the practice, elevate the standards and advance the course of matrimonial law, to the end that the welfare of the family and society be preserved.”

B. The officers of the Executive Committee shall consider the following factors unless a decision can be reasonably deferred for consideration to the next meeting of the Board of Governors:

1. Does an issue in the case have a substantial impact on an area of family law, including dissolution of marriage, legal separation, child custody, visitation, property division, spousal support, and child support?

2. Do the Officers of the Academy strongly favor participation as an amicus?

3. Do the Officers strongly favor the proposed substance of the amicus brief?

4. Do the Officers stronger favor the proposed position to be taken in the amicus brief?

5. Will the Academy’s participation make a contribution to an important family law issue?

6. Does the Academy have an official position on an issue in the case?

7. Do or does an Academy Fellow or Fellows represent a party or parties in the case?

C. Procedure

1. Any request for the Academy to participate as an amicus shall be brought to the attention of the President of the Academy. The President shall refer any request that the Academy participate to the Amicus Committee of the academy for a recommendation and/or to the President of the appropriate Chapter if the issue appears to be one of state law.

2. The Academy Amicus Committee shall, after due deliberation, expeditiously advise the President of the Academy, in writing, of its recommendation. The recommendation shall include a synopsis of the case and a recitation of the issues on appeal. The recommendation shall also include the Committee’s position about whether or not the Academy should participate as an amicus and, if so, the scope of that participation, including whether to file a brief, the general substance of the brief, and the position to be taken in the brief, if any.

3. The President shall expeditiously transmit the recommendation of the Amicus Committee to the Officers of the Academy or the Board of Governors as appropriate.

4. The President shall not act as amicus unless a majority of the Officers or the Board of Governors, as appropriate, votes in favor of such action.

5. If the Officers or the Board of Governors vote to file an amicus brief, it shall be prepared by the Academy’s Amicus Committee or by a Fellow designated by the Committee’s Chair with the approval of the President. It shall not, however, be filed unless a majority of the Academy’s Officers, after review of the brief, votes in favor of such action. The Academy shall pay no legal fees in connection with the preparation of an amicus brief.

6. Each amicus brief shall contain the following disclaimer:

This brief does not necessarily reflect the views of any judge who is a member of the American Academy of Matrimonial Lawyers. No inference should be drawn that any judge who is a member of the Academy participated in the preparation of this brief or reviewed it before its submission. The American Academy of Matrimonial Lawyers does not represent a party in this matter, is receiving no compensation for acting as amicus, and has done so pro bono publico.

7. A vote of the Officers, as required in paragraphs C.4. and C.5., may be taken, at the President’s discretion, at a meeting of the Executive Committee, by conference call, by e-mail, or by any electronic means.

8. In no event shall the Academy act as amicus or file an amicus brief if doing so would be inconsistent with the official position of the Academy.

9. A copy of the amicus brief, whether prepared, or merely joined in, by the Academy’s Amicus Committee, shall be forwarded to the Executive Director of the Academy.

10. “Officers of the Academy” means the President, President-Elect, First Vice President, six Vice Presidents, Secretary, Treasurer and the two immediate Past Presidents.



II. Policy applicable when a Chapter of the American Academy of Matrimonial Lawyers (“a Chapter”) is considering acting as amicus.

A. Rationale

A Chapter shall participate as an amicus only if doing so would “encourage the study, improve the practice, elevate the standards and advance the course of matrimonial law, to the end that the welfare of the family and society be preserved.”

B. Factors to be considered:

1. Does an issue in the case have a substantial impact on an area of family law, including dissolution of marriage, legal separation, child custody, visitation, property division, spousal support, and child support?

2. Does the Chapter strongly favor participation as an amicus?

3. Does the Chapter strongly favor the proposed substance of the amicus brief?

4. Does the Chapter strongly favor the proposed position to be taken in the amicus brief?

5. Will the Chapter’s participation make a contribution to an important family law issue?

6. Does the Academy have an official position on an issue in the case?

7. Do or does an Academy Fellow or Fellows represent a party or parties in the case?

C. Procedure

1. Any Chapter which wishes to act as amicus shall create an Amicus Committee. Any request that a Chapter participate as an amicus shall be communicated, in writing, to the President of the Chapter and to the President and Executive Director of the Academy. Any request that a Chapter participates as an amicus shall also be referred to the Chapter’s Amicus Committee for a recommendation.

2. The Chapter’s Amicus Committee shall, after due deliberation, expeditiously advise the President of the Chapter, in writing of its recommendation. The recommendation shall include a synopsis of the case and a recitation of the issues on appeal. The recommendation shall also include the committee’s

position about whether or not the Chapter should participate as an amicus and, if so, the scope of the brief, and the position to be taken in the brief, if any.

3. The President of the Chapter shall expeditiously transmit the recommendation of the Chapter’s Amicus Committee to the Chapter’s Officers, Board of Managers, membership, or other group authorized by the Chapter’s by-laws to decide whether to act as an amicus.

4. The Chapter shall not act as amicus unless a majority of the group, authorized to decide, votes in favor of such action.

5. If the Chapter votes to file an amicus brief, it shall be prepared by the Chapter’s Amicus Committee or by a Fellow of the Chapter designated by the committee’s chair with the approval of the President of the Chapter. The brief shall not, however, be filed unless a majority of the group authorized by the Chapter’s by-laws to decide whether to act as an amicus votes, after review of the brief, in favor of such action. If the Academy is also considering filing a brief, the Chapter’s brief shall not, however, be filed until the President of the Academy, in writing, authorizes its filing.

6. Each amicus brief shall contain the following disclaimer:

This brief represents the views of the Chapter of the American Academy of Matrimonial Lawyers. It does not necessarily reflect the views of the American Academy of Matrimonial Lawyers. This brief does not necessarily reflect the views of any judge who is a member of the American Academy of Matrimonial Lawyers. No inference should be drawn that any judge who is a member of the Academy participated in the preparation of this brief or reviewed it before its submission. The Chapter of the American Academy of Matrimonial Lawyers does not represent a party in this matter, is receiving no compensation for acting as amicus, and has done so pro bono publico.

7. A vote, as required in paragraphs C.4. and C.5., may be taken, at the Chapter President’s discretion, at a meeting, by conference call, by e-mail, or by any electronic means.

8. In no event shall a Chapter act as amicus or file an amicus if doing so would be inconsistent with an official position of the Academy.

9. A copy of the amicus brief, whether prepared, or merely joined in, by the Chapter’s Amicus Committee shall be forwarded to the Executive Director of the Academy.

November, 2005



LGBT and Amicus Committees Joint Preparation of Master Brief

The LGBT and Amicus Committees shall jointly prepare a "master brief" containing a body of legal research and advocating the Academy's position in favor of marriage equality, which would be made available to state chapters and Fellows on the Academy's website after it has been prescreened by the Board of Governors or Executive Committee. The "master brief" will not be specific to a particular set of facts or a particular jurisdiction but would address the legal issues and advocate the positions that have been adopted by the Academy in its mission statement and resolutions, such as the adverse impact of marriage inequality upon children, and the legal dilemmas faced by same-sex couples who are married in equality states but reside in inequality states.
The "master brief" will expedite the work of the Amicus Committee and state chapters when asked to participate in appropriate marriage equality cases. Once prescreened and approved, the "master brief" will be published on the Academy website in the Forms directory and/or the committee directories of the Amicus and LGBT Committees. The procedures dictated by the existing Amicus Policy are not modified, so approvals would be required when the "master brief" is adapted to a particular case.
The approval requirements are described by Parts I and II of the Amicus Policy, depending upon whether the amicus is the national Academy or a state chapter. March 6, 2014

ANNUAL MEETING (NOVEMBER) DINNER DANCE / OUTGOING PRESIDENTIAL RECEPTION

President-Elect’s Dinner Dance / President’s Going Away Cocktail Reception

The President Elect shall be sworn in at the Annual Dinner Dance and shall be responsible for the planning of the function.

The President Elect shall receive ten (10) complimentary tickets for the Annual Dinner Dance at which he or she is being sworn in including one for the President Elect, one for his or her spouse or significant other and eight (8) for guests of the President’s choosing. This policy shall be retroactive to November 1, 2012.

The outgoing President may schedule and plan a Cocktail Reception at the Annual November meeting on any evening other than the evening of the Annual Dinner Dance. The outgoing President is encouraged to and may include awards at the Cocktail Reception to those Committee Chairs and Fellows who provided outstanding service to the AAML during his or her Presidential year. March 3, 2014



New Fellows Dinner

New Fellows will be welcomed by the Academy at an event to be recommended by the Membership Committee Chair.

Out-of-State Programs

Chapters are urged to avoid scheduling out-of-state programs within 15 days of the Annual Meeting of National which takes place in November, or within 45 days of the National Spring Meeting and Seminar. Any such out-of-state programs shall clearly be delineated as a program of that particular Chapter. March 13, 1989


ARBITRATION

The AAML Arbitration handbook and updates will be made available to arbitration training graduates, at a cost to be determined, and to members of the Arbitration Training Committee with no cost. September 21, 2013

Any person having successfully completed the AAML Arbitration Training Institute prior to becoming a Fellow shall become certified as an AAML Family Law Arbitrator upon becoming a Fellow of the Academy, without further action. Upon the request of the Fellow, the Academy shall issue an appropriate certificate indicating such certification and the Fellow shall be listed as an AAML Certified Arbitrator in the AAML records and on the AAML website. May 11, 2013

Model Plan for Family Law Arbitration approved. March, 2005

The arbitration presenters at the training program will be reimbursed for dinners and the cost of the dinners will be paid from the profits of the arbitration program.
October 30, 1991

AWARDS / GIFTS BY PRESIDENT

The AAML President, if he or she chooses, is permitted to give a gift/favor at the annual and/or the mid-year meeting with a cap of $40 per gift. November 7, 2014

The President is encouraged to give awards to those Committee Chairs and Fellows who provided outstanding service to the AAML during his or her presidential year. The awards may be given at the outgoing President’s reception during the Annual meeting, or at such other time or event that the outgoing President deems appropriate. March 3, 2014

A “Professionalism Award” approved by the Board of Governors. March 16,
2016.

BOARD OF REVIEW
By-Laws Committee's Recommendations for Definitions, Rules and Procedures for the Conduct of Hearings to be held by the Board of Review adopted. Posted separately. (Left side of dashboard.) 2008/2009


BOARD OF GOVERNORS / EXECUTIVE COMMITTEE
Establishment of policies/positions

Any policy established by the Executive Committee that involves the expenditure of funds that is itemized in the annual budget shall be considered approved by the Board of Governors with the adoption of the budget itself.

Any action by the Executive Committee which establishes a legislative or philosophical position on a family law issue on a national scale must be adopted by the Board of Governors to become the policy of the AAML.

All other policies established by the Executive Committee are ministerial and do not require Board of Governor approval. April, 2010

At-Large Governors

One of two At-Large Board of Governors seats shall be filled from non- Chapter states each year. March 6, 2007

BOUNDS OF ADVOCACY
Board of Governors approved revised Bounds of Advocacy. Posted separately. March, 2012

BUDGET FOR ANNUAL AND MID-YEAR MEETINGS

Beginning with the 2019 Annual Meeting, a budget for each meeting, both the Annual and Mid-Year Meeting, shall be presented to the Executive Committee for approval at least six months prior to the meeting. The budget presented must reflect that the meeting is budgeted to break even. A break-even budget includes all sources of revenue, including registration fees, sponsorships or budget subsidies, as long as any budget subsidy is included in the overall Academy budget.
June 9, 2018, clarified September 22, 2018

BYLAWS

Model Bylaws for large and small Chapters. Posted separately.

Chapter Bylaws

The Board of Governors granted authority to the Executive Committee to approve Amendments to Chapter Bylaws and Rules during the interim between regular Board of Governors Meetings. July 5, 2017.

National Bylaws

The Bylaws Chair is authorized to correct Article and Section designations, punctuation, and cross-references, and to make such other technical and conforming changes that may be necessary to reflect the intent of the Board of Governors in adopting changes to the Bylaws. May 11, 2019.

CERTIFICATION

AAML Involvement in the Certification Process

The AAML shall not be a certifying organization and no chapter of the Academy shall be a certifying organization. March 13, 1994

CHAPTER TRANSFER

Current Fellow Application to Second Chapter [Form on Website]

Application Form to Transfer Chapter Affiliation from one Chapter to another.
Posted separately.

A Fellow applying to another Chapter must meet the following state requirements of the new state:

• A test on state matters
• Interview by the state sub-board of examiners
• Be recognized by the bench and bar as an expert practitioner
• If the state has family law certification, the Fellow must be certified prior to admission.
March 7, 1993

CHAPTER WEBSITE AND SOCIAL MEDIA POLICY

Chapter Websites

Chapters shall have the “discretion to…”(p)rovide for publication of a newsletter, website, journal or digest.” It shall be the policy of the AAML to encourage its individual Chapters to maintain a website and/or dedicated page on the AAML National website which is consistent with all other National AAML Bylaws and Policies, including, but not limited to the AAML Policy on Use of Name and Logo.

Any separate Chapter website shall be operational and in good working order.
The Chapter website shall, at a minimum, provide:

1. Current searchable contact information of all Fellows in good standing. The Fellows shall be encouraged to provide regularly updated profile information and photograph.

2. Information on all Chapter Officers and Members of its Chapter Board.

3. The AAML Logo with a link to the National Website. Notably, it is an AAML Policy that “No social media sites, blogs or similar sites may be set up or maintained by an individual or group using the AAML name, badge, logo without the prior express consent of the AAML Executive Committee…When use of the AAML name, badge or logo is authorized, the trademark™ designation symbol must be used in conjunction with the AAML logo.”

4. Information on the National AAML which is consistent with the “About AAML” and “Membership” information contained on the National Website, as well as setting forth its Mission Statement as follows: “The mission of the AAML is to provide leadership that promotes the highest degree of professionalism and excellence in the practice of family law.

5. A Chapter Logo if existing.

6. A calendar page which also provides National as well as Chapter events, CLE, and webinar information.

7. Active links to any approved social media, including Twitter, Facebook, LinkedIn, Instagram, or Blog, used by the Chapter or AAML National which is consistent with the AAML Social Media Policy.

8. A general disclaimer (not particular to any specific article), generally stating: “Articles on the Website do not necessarily represent the views of the American Academy of Matrimonial Lawyers, etc., and do not constitute

giving legal advice.”

Chapters shall regularly reviewing existing AAML Bylaws, Policies, and Resolutions to ensure that Chapter websites are in compliance with them. Chapters are encouraged to coordinate with the AAML “Website Committee” Chair as needed to facilitate the functionality of the Chapter website.

Social Media

In accordance with existing AAML Name and Logo Policy, “No social media sites, blogs or similar sites may be set up or maintained by an individual or group using the AAML name, badge, logo without the prior express consent of the AAML Executive Committee…When use of the AAML name, badge or logo is authorized, the trademark™ designation symbol must be used in conjunction with the AAML logo.”

National Social Media

Chapters are encouraged to promote the goals and activities of the AAML, the Chapter, its Fellows, and relevant developments in the law through their websites by providing direct links to National social media platforms. Those platforms are currently:

Twitter [@AAMLFellow]:
Facebook (https://www.facebook.com/Divorce.CustodyLawyersAAML/); and LinkedIn (https://www.linkedin.com/company/american-academy-of-matrimonial- lawyers/)

Chapter Social Media

It is the goal of the AAML for each Chapter to establish and maintain its own social media presence with associated platforms and content as well as to provide links to AAML National social media. Each Chapter shall seek prior express consent from the Executive Committee pursuant to existing Policies, for establishment and use of any social media platforms and names prior to placing same on its website or other media.

A Facebook tutorial is current available on the National website at: http://aaml/org/member-resources/launch-learn.

The Chapter shall ensure that links to any approved social media, including Twitter, Facebook, LinkedIn, Instagram, or Blog, are active and functional.

The Chapter social media consent shall provide links back to the Chapter website and the National website and display the National as well as any Chapter Logo.

The Chapter social media page(s) shall indicate that: “The mission of the AAML is to provide leadership that promotes the highest degree of professionalism and excellence in the practice of family law.”


The Chapter shall encourage its Fellows to “link to,” follow,” “share,” recommend,” or “like” National or Chapter social media pages if the Fellow is approving of all or part of its content.

The Chapter shall monitor all of its social media content including events, photographs, documents, links and other appropriate content to ensure that they are consistent with AAML Bylaws and Policies and does not violate the conditions and of the social media platform(s).

The Chapters shall establish and maintain any of its social media content and links consistent with AAML Bylaws and Policies, including but not limited to the “Name and Logo Policy,” and are further encouraged to coordinate with the AAML “Newsletter and Social Media Committee” Chair.


June 9, 2018


COMMITTEES


There will be a Council of Committee Chairs, now known as the Hennenhofer Council, which will be chaired by the First Vice President. The Vice-Chairs of the Council of Committee Chairs will be the Second Vice Presidents, the Treasurer and The Secretary of the Academy. The Chair will designate the recorder/secretary of the council, who shall submit minutes of the Council’s meetings to the Executive Committee and to the Board of Governors. Each of the Vice-Chairs will be assigned specific committees to keep track of and for which they will act as mentors and liaisons to the Executive Committee, the Board of Governors and the National Office.

Each committee of the Academy will have a Chair, a Vice-Chair and a Secretary (chosen by the Chair) and will be required to submit minutes of every meeting to the Executive Committee, the Board of Governors, and to the Council of Committee Chairs, to meet via phone conference at least three (3) times each year in addition to the November and Spring meetings, and to submit quarterly reports of their activities, progress of their projects, proposals etcetera. September 15, 2012

Chapter and Committee Access to Adobe Connect

Chapters may utilize the National Adobe Connect “host” and Meeting one conference service to conduct on-line meetings for AAML business.

1. One Adobe Connect “host” shall be reserved at all times for exclusive use by the National AAML and its committees.
2. Chapters must make a reservation with the National office at least five business days prior to the requested meeting.
3. Chapter use of Adobe Connect shall be charged a flat $150 fee.
4. Chapters must designate an individual who will be definitely participating in the Adobe Connect meeting and act as the host/moderator of the

conference.
5. Meetings may be cancelled with up to two days’ notice prior to the scheduled conference without any fee being assessed January 23, 2016

Mediation

The Mediation Committee’s proposal that the Academy offer a 40 hour training intended as an aid to Fellows whose states require a 40-hour course as a prerequisite to court appointment as a mediator is approved.

The 40-hour course would consist of 20 classroom hours from Friday at one until Sunday at noon, plus an additional 20 hours of laboratory work observing or participating in family law mediation. Participants would complete an affidavit giving details of their lab work before they would be deemed to have completed the 40- hour course. Upon completion, Fellows would be certified as mediators by the Academy, similar to the certification given to Fellows who complete the Academy's arbitration training.

Fellows would receive a certificate of completion of the 20 classroom hours at the end of the training weekend. Only those who wished to be certified by the Academy as mediators would later furnish the affidavit attesting to 20-hours of laboratory work, plus a minimum of 4-hours reading the course materials or other approved ADR texts. If her or his affidavit was acceptable, a Fellow would then receive a second certificate stating she or he had completed the Academy's 40- hour mediation course and were, therefore, certified as a mediator. March 5, 1995

Long Range Planning Committee

The Long Range Planning Committee’s recommended plan is accepted.
June 9, 2018

The Long Range Planning Committee’s recommended plan is accepted and those portions of the Plan that the Board of Governors deem appropriate shall be implemented. March 7, 1993

Trial Advocacy

The AAML shall establish a scholarship for one person to attend AAML’s Trial Institute. March 3, 1991
Honors and Awards

(1) A Public Service Award - to a person who has made a significant contribution to Family Law who may or may not be a member of the Academy.

(2) Outstanding Fellow Award - to a Fellow who is deserving in the area of legal education or for any other appropriate deeds. March 4, 1990

Committee Expenditure

Except as otherwise provided in policy, al expenditures of the various committees such as transportation, food and room, whatever may be necessary, is left to the discretion of the President. In addition, there should be no limitation as to these expenditures but they are left in the discretion of the President. The President is authorized to allot such sums as may be deemed necessary to the various committees. March 5, 1986

CONFLICT OF INTEREST

All fellows, officers, members, governors, and employees of the American Academy of Matrimonial Lawyers (the “Academy”) must be able to serve the Academy and carry out their duties without impairment, or the appearance of impairment, due to a conflict of interest. A conflict of interest may exist when the interest or concerns of an Academy fellow, officer, member, governor, or employee (or those of his or her immediate family or a party, group, or organization to which he or she has an allegiance or in which he or she has a financial interest) competes with the interest or concerns of the Academy.

Any actual or potential conflict of interest must be reported to the applicable body for review and resolution. When any such conflict of interest requires action by the Board or a Committee, the individual shall respond to the Board’s or Committee’s reasonable inquiries and provide any and all relevant information to assist in the resolution of the matter. Moreover, the person having the actual or potential conflict shall retire from the room in which the Board or Committee is meeting and shall not participate in the final deliberation or decision, including any vote, regarding the matter under consideration.

The minutes of the Board or Committee meeting shall reflect that the conflict of interest was disclosed and that the interested person was not present during the final discussion or vote and did not vote. When there is a doubt as to whether a conflict of interest exists, the matter shall be resolved by a majority vote of the Board or Committee, excluding, and in the absence of, the person concerning whose situation the doubt has arisen.

The actual or potential conflict of interest may result in disciplinary action up to and including termination of employment or removal from the Board and/or the Academy. The Board reserves the right to decide in its sole discretion what constitutes an actual or potential conflict of interest and what actions, if any, should be taken to resolve the matter in accordance with applicable law.

The members of the Executive Committee and the Board of Governors, as the governing body of the Academy, as well as all Academy staff, must sign a Conflict of Interest Policy Form to be placed on file in the National Office where it will be kept for a period of 3 years. The form must be signed by the conclusion of the AAML Annual Meeting.

Revised September 28, 2019


AAML CONFLICT OF INTEREST POLICY FORM

I have reviewed the American Academy of Matrimonial Lawyers (the “Academy”)’s Conflict of Interest policy and acknowledge and agree that I must be able to serve the Academy and carry out my duties without impairment, or the appearance of impairment, due to a conflict of interest.

I agree that a conflict of interest may exist when my interest or concerns, or those of my immediate family or any party, group, or organization to which I have an allegiance or in which I have a financial interest, may be seen as competing with the interest or concerns of the Academy. I also agree that what constitutes an actual or potential conflict of interest and what actions, if any, should be taken to resolve the matter is subject to the Board’s sole discretion.

I agree to fully disclose any actual or potential conflict of interest that I may have with the Academy as soon as possible by informing the Board of Governors. I agree to: (1) cooperate as the Board or a Committee reviews and considers my actual or potential conflict of interest, which may include responding to reasonable inquiries and producing any and all relevant information; (2) retire from the room (or teleconference meeting) in which the Board or a Committee is meeting, (3) refrain from participating in the final deliberation or decision regarding the matter under consideration, and (4) not vote on the matter.

Signature: ____________________________

Print Name: ____________________________

Date: ____________________________

______ I am unaware of any actual or potential conflicts of interest as described herein.

______ Below is a list of actual or potential conflicts of interest (please enumerate).

CONTINUING LEGAL EDUCATION
The CLE Chairs are to use the approved form when allowing authors and speakers to reprint AAML materials and when AAML speakers need authorization from outside organizations and/or authors to reprint for AAML presentations.
Publication Reprint Request form posted separately. November 6, 2013

Registration fees will not be refunded if a Fellow is unable to attend the CLE programs but has taken advantage of the benefits of the seminar, such as downloading the CLE programs. May 11, 2013

A list of Fellow speakers who received ratings of 4 or 5 (out of 5) for their presentations at AAML CLE programs or the ACCPA/AAML seminar who indicate a willingness to present the topic and to travel to a Chapter at that Chapter’s expense will be maintained and given to the Chapter leaders. May 11, 2013

AAML Speaker Reimbursement Policy - Fellow Speakers

Unless otherwise directed by the President, the AAML will reimburse Fellow speakers for reasonable and necessary expenses relating to continuing legal education presentations associated with the AAML fall and spring meetings as follows:

(1) Airfare and Ground Transportation: Speakers are responsible for making their own travel arrangements. The AAML does not reimburse Fellow speakers for airfare or ground transportation.

(2) Lodging: Speakers are responsible for making their own hotel reservations. The AAML does not reimburse Fellow speakers for lodging, meals or incidental expenses.

(3) Meeting Evening Events: Fellow speakers must register for the meeting and provide the Executive Director with a request to attend the AAML ticketed events. Fellow speakers must pay for all ticketed events they wish to attend.

(4) Meeting Registration Fees and CLE Materials: Registration fees for Fellow speakers are reduced by fifty (50%) percent and they may receive a free copy of the CLE materials to the extent provided to registrants.

(5) Qualification for Registration Fee Reduction: To qualify for reduction of the registration fees, a Fellow speaker must present for at least one (1) hour, which may include presentation on a panel discussion of at least one (1) hour in duration.

This policy amends and supersedes the reimbursement policies adopted November 3, 1989 and April 2000.

AAML Speaker Reimbursement Policy - Non-Fellow Speakers

Unless otherwise directed by the President, the AAML will reimburse Non-Fellow speakers for reasonable and necessary expenses relating to continuing legal education presentations associated with the AAML fall and spring meetings as follows:

(1) Airfare: Air travel reservations should be made as far in advance as possible in order to take advantage of the lowest published fares available. The AAML will reimburse only the actual cost incurred for the lowest published coach/economy class fare available for roundtrip commercial common carrier flights booked no less than thirty (30) days in advance of the travel date using normally traveled routes from the airport nearest the speaker's home or office to the airport nearest the meeting site destination. The AAML also reimburses for reasonable and prudent baggage fees for up to two (2) bags. Speakers are responsible for making their own travel arrangements. The AAML does not reimburse travel expenses for persons who accompany the speaker, including spouses, significant others, and children.

(2) Ground Transportation: Roundtrip ground transportation between the airport and meeting site not to exceed the lesser of $100.00 or the actual cost of such

ground transportation. Speakers should use the most economical ground transportation appropriate under the circumstances and should generally use the following, in this order of desirability: (a) hotel courtesy cars (usually free of charge); (b) airport shuttle (usually for a small fee); (c) Taxis (the next most economical and convenient form of transportation when the trip is for a limited time and minimal mileage involved); and (d) rental cars (car rentals are expensive and should be considered when practical - rental cars are only reimbursed upon prior approval by the Executive Director).
If the speaker travels by vehicle (rather than by air) from his or her home city to and from the meeting site, the AAML will reimburse roundtrip mileage at the prevailing IRS mileage rate, not to exceed the cost of comparable advance purchase coach/economy class airfare.
(3) Lodging: Two (2) nights lodging at the meeting site hotel at the AAML lowest group rate, plus taxes and resort fees. If the Non-Fellow speaker chooses to stay at a different hotel, or wishes to upgrade or stay longer, the AAML will only reimburse at the equivalent of the meeting site hotel lowest group rate for two (2) nights. Speakers are responsible for making their own hotel reservations and using the AAML group code and AAML provided call in number. The AAML does not reimburse for meals or other incidentals.

(4) Meeting Evening Events: Non-Fellow speakers and one (1) guest may attend AAML evening ticketed events on the night prior to and the night of the speaker's presentation, without charge. Non-Fellow speakers must register for the meeting and provide the Executive Director with a request to attend the AAML ticketed events.

(5) Meeting Registration Fees and CLE Materials: Registration fees are waived for Non-Fellow speakers and one (1) guest and the speaker may receive a free copy of the CLE materials to the extent provided to registrants.
(6) Sale of Books and Publications: If a Non-Fellow speaker is not charging the AAML for the speaking engagement, or has substantially reduced his or her normal rate for speaking engagements as a courtesy to the AAML and the Non-Fellow speaker is a published author, the Non-Fellow speaker may be permitted to sell his or her books and other publications at the AAML meeting site at which the speaker is presenting.

(7) Reimbursement Forms and Procedures: Within thirty (30) days of the conclusion of the meeting at which the speaker presents, Non-Fellow speakers shall complete the AAML Reimbursement Forms and submit them to the AAML Executive Director with applicable receipts for reimbursement.

(8) Qualification for Reimbursement: To qualify for any reimbursement, or waiver of registration and event fees, a Non-Fellow speaker must present for at least one (1) hour, which may include presentation on a panel discussion of at least one (1) hour in duration.

This policy amends and supersedes the reimbursement policies adopted November 3, 1989 and April 2000. March 20, 2013

DIRECTORY/NEWSLETTER/WEBSITE/JOURNAL

Picture Required

In order to be included on the website, a new Fellow must submit his/her photo and an email address prior to the upload of information. March 10, 2012

Class of Fellow

The website should clearly reflect the class of Fellowship to which each Fellow belongs as part of that Fellow’s listing on the website.

When dues notices are sent to Fellows by the national office they must be accompanied by a clear explanation of the four (4) classes of Fellows and each Fellow shall be required to notify the national office as to which of the classes he/she belongs at the time of the payment of his/her annual dues.

Dues paying non-practicing, retired and judicial members should be listed on the website directory, but delineated in their capacities as such. Deceased members are to be removed from the listing. January 12, 2008

Disclaimer

The Newsletter and the website should contain a general disclaimer (not particular to any specific article), generally stating: “Articles in this Newsletter/Website do not necessarily represent the views of the American Academy of Matrimonial Lawyers, etc., and do not constitute giving legal advice.” The specific language is to be formulated by the Newsletter and Website Committees. November 7, 2007

Declaration of Form of Practice

Each Fellow must annually declare his/her classification at the time his/her dues payment. Practicing Fellows must designate one of the following sub classifications which shall appear in the annual “Certified List of Fellows”: (1) “Practice emphasizes traditional client representation and litigation”; (2) “Practice emphasizes alternate dispute resolution”; (3) “Practice does not currently emphasize matrimonial law. March 2003

Plagiarism

The Journal Board is to develop a policy requiring authors to certify their work to avoid plagiarism. May 18, 2002

DUES / FEES
Mandatory Credit Card Payment for Dues

Beginning in 2015 all dues will be required to be paid online by credit card.
March 3, 2014

Credit card fees will not be passed along to Chapters in connection with the collection of Chapter dues, but are passed along to the AAML Foundation in connection with the collection of donations. January 27, 2018

National Dues

Dues set at $825 effective 2017. March 2016.

First dues notice will go out no later than November 1st of each year. There will be a follow up for those who have not yet paid on December 1st of each year. January 27, 2018

Founding Members

Annual dues and Registration Fees for Annual Meetings are waived for all Founding Members who are either Retired Fellows or Non-Practicing Fellows as both classes of Fellows are defined by Article I, Section 1.1 of these Bylaws.
May 23, 2015

Economic Hardship

The Executive Committee is authorized to excuse or reduce or extend the payment of the Annual dues of Fellows who may have undergone economic hardship or for Fellows who are disabled and either retired or with limited practices, in the discretion of the Executive Committee. March 13, 2015

National Collection of Chapter Dues

All chapter dues are to be collected by the national office. There shall be an accommodation for chapters who collect their dues on a non-calendar year basis. This policy shall be effective for dues for 2014 and thereafter. September 15, 2012

Registration Fees

Fellows whose meeting registration fees are waived are nevertheless entitled to use the AAML block of rooms at the AAML rate at the hotel sites of AAML meetings. March 23, 2011

Annual dues and Registration Fees for Annual Meetings are waived for all National Past Presidents who are either Retired Fellows or Non-Practicing Fellows as both classes of Fellows are defined by Article I, Section 1.1 of these Bylaws.

May 23, 2015

Fellows must pay the meeting registration fee in order to use AAML block of rooms at the hotel site. Governors who attend the Board of Governors meeting only must pay the registration fee to qualify for reimbursement. The President shall have the discretion to approve late emergency request for cancellation reimbursements. May 22, 1994

EMAIL UTILIZATION

Only the Executive Director or his/ her designee may issue E-Blasts to Fellows of the AAML; AAML E-Blasts may only be used for official business of the AAML or as otherwise allowed by policy; and, no AAML E-Blast may be issued without the express authorization of the President of the AAML, or, if he or she is unable to act, the President-Elect of the AAML. November 4, 2010

Fellows may be notified of the illness or death of a Fellow by the use of a email blast to the entire membership. November 3, 2009

ELECTRONIC VOTING

Electronic voting should primarily be used for noncontroversial issues where limited or no debate is anticipated. Issues needing a debate should be reserved for in person meetings. Matters submitted to electronic vote should be those that need to be accomplished prior to the next regularly scheduled meeting of the Executive Committee or Board of Governors. Text message voting is not permitted.

The Executive Director, at the direction of the President, shall initiate the vote by indicating in the subject line that the notice contains a motion requiring a vote. The notice shall clearly set forth the motion and the maker of the motion, along with his or her contact information. The ballot instructions, along with the specified period designated for discussion and the time and date voting shall begin and end shall also be included.

The President shall determine the time frame for discussion and voting in light of the nature of the issue. Motions by those eligible to vote are in order during this time period, but they should be limited to simple clarifications and housekeeping. A motion to postpone until the next meeting or date certain is always available and must be seconded and voted upon.

Members may vote at any time during the discussion or voting period but their vote may not be withdrawn thereafter. At the close of the voting period, no further votes will be allowed.

The votes shall be returned only to the Executive Director or to another person so designated by the President. The Executive Director or designee shall collate votes and forward the results to the President and Secretary. The Executive Director or

person receiving ballot votes is to create a separate computer folder to store the ballots which also may additionally be printed and stored. Copies of the results shall be retained until the minutes of the meeting have been approved. The vote tally and names will be listed in (or attached to) the minutes, as well as being sent to the voting body as soon as the votes are tallied.

Secret ballot votes may be done by cast electronically if approved by a majority vote, in which case all ballots will be returned to the Executive Director or other member(s) designated for collating purposes only. March 2016

Alternative for Electronic Voting

In order to reduce the volume of e-mails received by the Board of Governors, as well as the Executive Committee during any e-vote, an e-voting option, such as Doodle, EV Polling, and EBallot, so long as the cost is no more than $10 per month. March 11, 2018.

FINANCIAL AID POLICY
Financial Hardship Guidelines for Continuing Legal Education Courses Effective March, 2011

The American Academy of Matrimonial Lawyers, has a financial hardship policy available to any person who can document an inability to pay the tuition (registration) fee. A person claiming financial hardship submits a written statement thereof, supported by appropriate documentation satisfying the criteria set forth below, to the Executive Director of the American Academy of Matrimonial Lawyers. The Executive Committee or the President of the American Academy of Matrimonial Lawyers makes a determination as to whether reduced tuition for an individual is appropriate. Reduced tuition is available for members of the general public.

Criteria Used to Determine Financial Hardship

1. An attorney who is unemployed or employed on a part-time basis may apply. Part- time and unemployed attorneys must submit current and previous year gross income information, as detailed in an affirmation or affidavit. Submission of tax returns or W-2s is not required and is optional. A part-time or unemployed attorney is eligible for up to a 50-100% tuition discount, depending on the circumstances.

2. Consideration will be given to attorneys who are in government service and who have gross income of less than $60,000 per year, as detailed in an affirmation or affidavit. Submission of a tax returns W-2s is not required and is optional. A 25%-50% tuition discount is possible, depending on the circumstances.

3. Consideration will be given to attorneys employed by a legal services corporation or legal aid society, upon documentation of employment from employer and a showing of gross income of less than $60,000, as detailed in an affirmation or affidavit. Submission

of a tax returns or W-2s is not required and is optional. A 25%-50% tuition discount is possible, depending on the circumstances.

4. Consideration will be given to those attorneys who serve as Attorneys for Children and whose gross income is less than $60,000, as detailed in an affirmation or affidavit. Submission of tax returns or W-2s is not required and is optional. A 25% - 50% tuition discount is possible, depending on the circumstances.

5. Other financial hardships will be considered, upon appropriate detail in an affirmation or affidavit. Submission of tax returns or W-2s is not required and is optional. Up to a 100% tuition discount is possible, depending on the circumstances.

6. All information submitted will be kept confidential.

All Requests For Reduced Tuition Should Be Addressed In Writing To The Executive Director, And Sent, No Later Than 45 Days Prior To The Course Date, To:

American Academy of Matrimonial Lawyers 150 North Michigan Avenue - Ste. 1420 Chicago, IL 60601
March 2011




Office Space

FOUNDATION


The Academy will donate space to the AAML Foundation at the offices in Chicago, effective January 2014. The fair value of the monthly rent is $750 per month. This will be recorded in the Academy books and records as rental income, the corresponding expense as a charitable contribution of the same amount. March 13, 2015

Leonard Loeb Scholarship

A funding scholarship is approved at the University of Wisconsin in honor of Leonard Loeb in the amount of $5,000 per year for the next five years. March 14, 2003

Foundation Annual Meeting Exhibit

1. The AAML Foundation shall be provided four tables at the annual and mid- year meeting without charge;

2. The AAML Foundation sponsor shall be provided the 5th table without charge;
3. Interested exhibitors must submit an application for use of a table by no later than October 1 of the year in which the annual meeting is held; the then AAML President and Executive Director will have full discretion to select the exhibitors and full discretion as to where such exhibitors’ tables will be placed; and

4. The charge for use of exhibitors’ tables will be fixed at $750.00 per table for three days, and no single day option shall be offered.
5. If by October 15th there has been no other request by exhibitors for the remaining two tables, they will be provided to the Foundation at no cost. If there are other exhibitors that are interested in the tables, the Foundation will have the first right of refusal, i.e. the Foundation will be permitted to purchase those tables. November 3, 2009

LEGISLATION
THE COMPLETE LEGISLATION COMMITTEE OPERATING GUIDELINES ARE FOUND IN THE MEMBERS ONLY SECTION IN THE LEFT HAND COLUMN

Legislation or policy proposals to be considered for action under this policy must be such as to fall within the purpose of the Academy which is:

To provide leadership that promotes the highest degree of professionalism and excellence in the practice of family law.

FACTORS TO BE CONSIDERED

The following factors are to be considered when determining whether to take any action on legislation or proposals for legislative action:

1. Does the subject matter relate to the uniqueness of the Academy’s purpose;
2. Does it have a substantial and direct impact on the areas of family law which are practiced by the general membership of the AAML, including, but not limited to, child custody and visitation, child support, spousal support, equitable distribution, the grounds of divorce, and civil procedure affecting family law;
3. Is it legislation which was considered or approved by the National Conference on Uniform State Laws (NCUSL);
4. Is there strong member support;
5. Is there potential for distinctive Academy contribution;
6. Are there any prior positions or resolutions taken by the AAML on the issue;
7. What is the degree of controversy regarding the bill.


ACTION ALTERNATIVES

The Board of Governors of the Academy may choose from among several options to support or oppose legislation. The level will be based on the criteria of:

viability, critical need, financial constraints, degree of likelihood of passage or non- action on a particular bill.

Initiate and Support

The AAML will draft or assist in drafting legislation or policy, seek sponsors and will then actively support the legislation or policy.

Active Support or Active Opposition

The AAML will take an active role in working for or against the legislation or proposed policy, including making contact with members of Congress, drafting of amendments as needed, testifying, issuing media releases, soliciting the support of Academy members, and building coalitions.

Endorse

The AAML will lend its name as an endorser or opposer of the legislation or policy and will encourage its members to support or oppose the legislation or policy, but will take no other active role. However, the Academy will at all times maintain control over the use of its name and require approval in advance of ay use of the same.

ALTERNATIVES TO DIRECT ACTION

The AAML may also choose to study an issue for future action and may refer the matter to a standing or special committee.

Public Policy Position in the Presence or Absence of a National AAML Position or Policy

When addressing public forums such as legislative or judicial bodies, or when taking otherwise public positions on national or state specific issues on which the National AAML has a position or policy approved by the Board of Governors:

(a) Fellows and Chapters shall not take a position in the name of the AAML which is inconsistent with or contrary to the National AAML position or policy.

(b) A Fellow may take a personal position which is inconsistent with or contrary to the National AAML policy or position if the Fellow clearly states that the position is the Fellow’s personal position and no indication or implication is

made that it is the position of the National AAML or an AAML Chapter. The Fellow must be clear in all communications that he or she is not speaking on behalf of National AAML or an AAML Chapter.

(c) Fellows and Chapters may take a position consistent with National AAML policy and position.
When addressing public forums such as legislative or judicial bodies, or when taking otherwise public positions on national or state specific issues on which the National AAML has no position or policy approved by the Board of Governors:

(a) No individual Fellow may take a position in the name of the National AAML.

(b) A Fellow may take a personal position if the Fellow clearly states that the position is the Fellow’s personal position and no indication or implication is made that the position is the position of the National AAML or an AAML Chapter. The Fellow must be clear in all communications that he or she is not speaking on behalf of National AAML or an AAML Chapter.

(c) A Chapter may take positions as long as the position is clearly identified as the view of the specific AAML Chapter and no indication or implication is made that it is the position the National AAML. The Chapter must be clear in all communications that he or she is not speaking on behalf of National AAML.
This policy is not intended to supplant or modify other policies of the AAML, including but not limited to those AAML policies regarding amicus briefs and those related to the use of the AAML Name, Badge and Logo.

A violation of the policy shall be referred to the Board of Review for imposition of appropriate sanctions or other action. March 13, 2015

MAILING LIST

Purchase of Mailing List
Members can purchase a mailing list of AAML Fellows (whether in a printed or electronic version) for their own personal use (i.e. change of address, etc.) but said list shall not be used for any commercial transactions. Each purchase shall entitle the member to a one-time use of the mailing list, and the price shall be determined by the Executive Committee. The mailing list is not to be sold for use by any other person or shared with any other third parties. March 11, 2018

MASTER CALENDAR
The AAML Master Calendar shall list the following:

1. Any family law or social activity or program sponsored by the AAML or any of its chapters;

2. Any family law activity or programmed sponsored by an organization with which the AAML is affiliated;

3. Any family law activity or program sponsored by a Bar Association; and

4. Any family law activity or program sponsored by a certified law school.
November 4, 2010

All requests for placement of information on the AAML Master Calendar shall be submitted using the Calendar Request Form, which is available for download from the top of the AAML Calendar page (www.aaml.org/calendar-of-events). After the form has been fully completed according to the instructions listed thereon, it shall be returned to the National Office (office@AAML.org). Once the form has been received in the National Office, it will be dated to confirm receipt, reviewed for completeness, and forwarded to the AAML’s Technology Coordinator for final review and approval. Once approved by the Technology Coordinator, the form will be returned to the National Office for immediate placement on the Calendar. May 2016

MEMORIAL RECOGNITION OF FELLOWS

There will be a memorial recognition of Fellows who have passed away during the year. November 6, 2018

MIDYEAR MEETING SITE SELECTION

Reasonable guidelines regarding the selection of suitable sites for the Academy’s Annual Midyear meeting and for the reimbursement of certain expenses necessarily incurred by those who may travel on Academy business in connection with site selection are below and the AAML hereby adopts this policy:

1. An upcoming President (President-Elect or First Vice President once nominated) shall be responsible for identifying potential and possible sites for the Midyear Meeting to be held during such Upcoming President’s year in office as President.

2. The Executive Director shall consult with and provide all necessary and appropriate support to the Upcoming President in connection with site selection. The Executive Director shall consult with the upcoming President to identify potential meeting sites and shall ensure a comprehensive Request for Proposal (RFP) to each potential site designated by the Upcoming President that fits the meeting criteria is provided. At a minimum, the criteria shall include: A sufficient number of available rooms at reasonable rates, suitable meeting facilities, safety, ease of access for Fellows, amenities, and ancillary activities such as golf, tennis, and water sports. The Executive Director shall provide the upcoming President with copies of all RFP responses from designated sites and shall consult with the upcoming President regarding the selection of possible sites from among those RFP responses that satisfy the Academy criteria described above.

3. Prudent site selection may require that the upcoming President visit one or more possible sites. In connection with reimbursable site visits, unless such costs are otherwise reimbursed or compensated by the provider, the Academy will pay or reimburse reasonable travel and travel-related expenses actually incurred by the Upcoming President and one personal companion as follows: (a) round-trip coach class airfare at lowest available economy costs and baggage and taxes to possible sites; (b) reasonable ground transportation and parking costs to and from airports during such visits; (c) reasonable costs of ground or air transportation between Possible Sites within the same location when two or more proximate Possible Sites are visited during one location visit; (d) reasonable hotel accommodations at Possible Sites; (e) reasonable food and beverages (excluding alcohol) consumed during such location visits, including food and beverages consumed during travel; and (f) reasonable expenses, if any, incurred to determine the suitability of hotel or resort amenities. The Upcoming President shall be limited to Possible Site visits at three different locations, which shall not exceed eight (8) total Compensated Nights, during and in connection with all location visits without prior approval of the Executive committee.

4. The Executive Director in general, should accompany an upcoming President during reimbursable site visits whenever possible. Scheduled site selection visits should be avoided, whenever possible, two weeks before or after any major AAML project or event (for example the Annual Meeting in November, Executive Committee meetings, Institute for Associates, Negotiation or Arbitration seminars, etc.). Reimbursement for the Executive Director travel will be in accordance with Reimbursement policies.

5. An upcoming President may be accompanied by a Past President, and his or her spouse, significant other or one guest, on one site selection visit. Such an accompanying Past President and guest shall be entitled to reimbursement as described in Paragraph 3 above.

6. Once a selection has been made, an Upcoming President shall be authorized to return to their selected site a total of six (6) compensated nights cumulatively, or two reimbursable planning visits. In connection with returned site visits, unless such costs are otherwise reimbursed or compensated, the Academy will reimburse reasonable travel and travel-related expenses incurred by the upcoming President and one personal companion in accordance with the provisions of Paragraph 3 above. In general, the Executive Director should be expected to accompany an upcoming President on a return site visit and, when the Executive Director does so, the Academy will bear the Executive Director’s expenses in accordance with the provisions of paragraph 4 above. This limitation includes visits by the Incoming President once they are sworn in.

7. An upcoming President must request prior authorization from the Executive Committee to make additional site visits to their selected site for good cause shown, and, if such a request is approved, such additional visits shall be subject to the provisions of Paragraph 6 above and the Academy will reimburse travel and other expenses in accordance with Paragraph 3. The upcoming President shall select a site from those then visited and shall promptly report such selection to the Executive Committee. If the Executive Committee does not approve such a request, the Executive Committee shall, in the best interests of the Academy, implement alternative site selection procedures as soon as possible. Revised September 28, 2019

NEWSLETTER
The Newsletter is to be utilized strictly for the purposes of disseminating news and information about past and future AAML meetings, events and programs, and to promote the same; publishing educational articles about topics of matrimonial and family law; and other topics of interest regarding the activities and achievements of the AAML and its members.

The editor(s) of the AAML Newsletter will not publish letters to the editor.

The Newsletter may not be used as a discussion forum for the purposes of criticizing the meetings, activities and programs of the AAML, or its employees, officers, directors and members. November 4, 2010

OFFICE POLICIES
AAML Executive Director Review Committee Composition and Timeline

The Executive Director Review Committee (the "Committee") shall consist of the President, the President Elect, the First Vice President, the Immediate Past President, the Past President then serving on the Executive Committee, and the Treasurer. The President of the Academy shall serve as the Chair of the Committee. The President Elect and the First Vice President shall not participate in any discussions of the compensation and benefits to be offered and/or provided to the Executive Director. The Committee shall endeavor to follow the review schedule below:

1. Executive Director to Complete Self Evaluation Form. No later than May 1st the Executive Director shall complete the self-evaluation form, and send it to the Members of the Committee. During the June meeting of the Associates institute or at another appropriate point at the end of the spring or beginning of the summer, at least three (3) of the members of the Committee will conduct a face to face meeting with the Executive Director.

2. Summer Committee Telephone Conference, Skype or In-person Meeting. The Committee, meeting in executive session, shall discuss the results of the interview with the Executive Director, the self-evaluation, input from members of the Executive Committee and any other matters that are relevant to the anticipated renewal of the Executive Director's employment contract, including salary, benefits and the like. Thereafter, as soon as practicable, a proposed employment agreement shall be prepared and circulated to the Executive Committee for discussion and comments.

3. Revised Draft (if any) of the proposed employment agreement. The Committee shall meet via phone conference to review the discussion and comments of the Executive Committee no later than 30 days before the last Executive Committee meeting that is scheduled to occur prior to the Executive Committee meeting that is held at the Annual Meeting of the Academy. A revised draft (if any) of the proposed employment agreement shall be distributed to the Executive Committee and to the Executive Director for his/her input, comments and discussion no less than 15 days prior to the last Executive Committee meeting that is scheduled to occur prior to the Executive Committee meeting that is held at the Annual Meeting of the Academy.

4. Last Executive Committee Meeting Prior to the Executive Committee Meeting to be held at the Annual Meeting. The review of the Executive Director shall be the last item on the agenda. The Executive Director shall be excused and the Committee shall present its proposal to the Executive Committee for its approval. The Committee then shall share the proposed employment agreement with Executive Director for his/her response. Anything to the contrary notwithstanding, no later than September 30th, the proposed employment agreement shall be approved or disapproved by the Executive Committee and presented to the Executive Director for his/her acceptance.
5. Annual Meeting. During the Board of Governors meeting, the Committee Chair shall present the employment agreement for its approval and, if approved, the contract shall be signed as soon as practicable thereafter.
Effective 2013
September 21, 2013

Evaluation Forms

The evaluation forms and files for the Executive Director’s Review and Compensation Committee including the evaluation forms submitted by the Executive Director’s Review and Compensation Committee (as such forms are amended from time to time) are to be maintained in the President’s confidential and private files which will only be available to the Executive Director’s Review and Compensation Committee to be used, in part, as performance measures from year to year. The forms shall be designed to reflect the job descriptions of the Executive Director and set specific goals for the Executive Director, taking into account the nature of our organization, staff limitations, budgetary limitations, and the shifting of the job requirements, especially in light of technology. September 21, 2013

Authority for Termination of an Employee

The employment of a member of the staff of the AAML may not be terminated without the express advance written authorization of the President. November 2, 2011

AAML Employee Handbook

Approved AAML Employee Handbook. Copy kept in Chicago office. March 20,

Document Retention

Set forth below are the record retention responsibilities of Officers and staff of the AAML for maintaining and documenting the storage and destruction of the AAML's documents and records. It shall be the responsibility of the Executive Director to ensure that retained records are stored in electronic format when practicable (e.g., pdf) and that backup copies of the electronic files are maintained in safe, secure location other than the offices of the AAML.

1. Terms for retention.

a. The following records will be permanently retained:

Governance records — Organizational documents and amendments, including bylaws, board and committee minutes.
Intellectual property records — Copyright and trademark registrations and samples of protected works.
Financial records — Audited financial statements.
Retirement and benefit records — Pension (ERISA) plan
participant/beneficiary records, actuarial reports, related correspondence with government agencies, and supporting records. Employee/employment records — Employee names, addresses, social security numbers, dates of birth, INS Form 1-9, resume/application materials, employment agreements, job descriptions, dates of hire and termination/separation, evaluations, compensation information, promotions, transfers, disciplinary matters, time/payroll records, leave/comp time/FMLA, engagement and discharge correspondence, documentation of basis for independent contractor status (retain for all current employees and independent contractors)
Publications of the AAML
Employee manuals, policies and procedures Correspondence files
Survey data and results
Records of each person admitted to Fellowship — Including acceptance letter, pink recommendation form, State Board of Examiners Evaluation Form, original application and attachments, waiver letter.
Board of Review — all records of all matters referred to and all proceedings conducted by the Board of Review, including all reports issued by that Board.

b. The following records will be retained for ten years:

Government relations records — State and federal lobbying and political contribution reports and supporting records.
Bank statements.
Tax records. Tax exemption letters and related correspondence (Form 990)

c. The following records will be retained for seven years:
Tax records – Filed state and federal tax returns/reports and supporting records, and files related to tax audits.

d. The following records will be retained for five years:

Lease, insurance, and contract/license records — Software license agreements, vendor, hotel, and service agreements, independent contractor agreements, consultant agreements, and all other agreements (retain during the term of the agreement and for five years after the termination, expiration, non-renewal of each agreement.) Past budgets.

e. The following records will be retained for five years:

Records of Applicants rejected for Fellowship — including, original application with attachments, pink recommendation form, State Board of
Examiners Form, evaluations, reference letters, waiver letter, rejection letter, and all other correspondence. (The five year period shall run from the 10th day following the date on which the rejection letter was mailed to the applicant.)

2. Exceptions. Exceptions to these rules and terms for retention may be granted only by the Executive Committee.
March 2017

Capitalization Policy

It is the Organization’s policy to capitalize at cost expenditures of more than
$1,000 for property and equipment. Lesser amounts are expensed when incurred. Purchased property and equipment is capitalized and depreciated over the estimated useful life of the asset, using the straight-line method, as follows:

Website development 3 years
Equipment 5 years
Furniture and fixtures 5-10 years
Leasehold improvements 40 years

Donations of property and equipment are capitalized at fair market value and depreciated on a straight-line basis over the useful life of the asset. Routine repairs and maintenance are expensed as incurred. May 7, 2016


Financial Transactions

Any expenditures over $500 requires the approval of at least two of the following individuals: the Executive Director, the Treasurer, and the Assistant Treasurer.
January 27, 2018

PRESS AND PUBLIC RELATIONS FIRM

If any member of the press seeks an interview with a national spokesperson of the AAML or wishes his/her presence at a radio or television event, the request shall be forwarded to the AAML’s PR firm. The President has the first option of being interviewed, or appearing at the radio or television event. If the President elects not to, the President Elect shall have the next option, followed by the First Vice President. If all decline, the President may select another officer. The President may vary from this order of preference depending upon the circumstances presented. If travel is necessary, the Academy shall reimburse for reasonable actual expenses including coach airfare, hotel, and ground transportation.

Representatives from the AAML’s PR firm may attend any AAML meeting, but shall not be reimbursed for travel or hotel if the PR firm chooses to send a representative unless authorized or requested by the President. March 3, 2014

PUBLICATIONS
Found on the Website

REIMBURSEMENT

General Reimbursement Policy

The Academy recognizes the need for travel to accomplish Academy business. As such, the following rules will be followed:

Submission: All reimbursements will be submitted on a standard form provided by the National Office along with all documentation to support the request. For air travel, the actual ticket or itinerary must be attached with the correct dates of travel. Requests for reimbursement must be submitted no later than 45 days after the conclusion of the event.

Stays outside of the approved travel plan: On occasion, travelers may come early or extend their stay at a venue where a meeting is held. Such travel and related costs are not reimbursable.

Chicago Preferred Meeting Site: Whenever practical, consistent with the policy that meetings be as conveniently located and cost limited as possible, with the exception of Executive Committee meetings and the March Midyear Meeting, it is preferred that meetings be held in the Chicago area.

Airfare: Airfare will be reimbursed at the lowest available economy airfare, including applicable taxes and baggage fees.
1. Travel insurance and cancellation fees are not reimbursable.
2. Travel rewards (frequent flyer miles, hotel awards, Academy credit card points and other points) for travel by Fellows and Academy staff may be retained by the individual traveler, even if reimbursed by the Academy in full or part.
3. All travel related to the Academy master account or associated with an Academy credit card shall inure to, and be used for, the sole benefit of the Academy for future Academy travel. The Executive Director shall be responsible for the proper allocation and use of travel awards and points.
4. Individuals may use points for upgrades or air travel. In addition to the ticket, a copy of the itinerary showing economy fare must be included in the reimbursement request. However, the Academy will not reimburse an airfare procured solely by using points.
5. Any airfare in excess of $1,500 would need prior approval from the Treasurer.

Hotel: Reimbursement for hotel lodging shall be equivalent to the lowest available negotiated hotel rate and all applicable fees at the hotel where the meeting is held. The number of nights reimbursed will be communicated at the time of the meeting notice. Any exception to the number of nights reimbursed must be requested in writing to the President, with a copy to the Executive Director, who will determine whether the exception will be granted.

Ground Transportation: Reimbursement for ground transportation to and from airports and hotels shall be made at the actual cost incurred by the Fellow. Fellows and staff are encouraged to use taxis, rideshare or public transportation. Actual mileage will be reimbursed per the standard mileage rate noted on www.irs.gov.

Meals & Beverages: Except as provided in Academy Business Travel for President and Officers, there will be no individual reimbursement for meals and beverages except as exempted below.

Miscellaneous Expenses: Reasonable tips can be reimbursed in accordance with IRS guidelines. Parking and toll expenses may be reimbursed.

Travel Policy for Annual and Midyear Meetings

All reimbursements will be in accordance with the General Reimbursement policy.

The President and his/her spouse or significant other shall be reimbursed for actual expenses including coach airfare and ground transportation for the Annual November and Midyear March meetings.
1. Suites: The President and President-Elect shall each be provided one suite as negotiated in the host hotel contract at the Annual November and Midyear March meetings. The AAML shall not be responsible for personal incidental charges made by the President or President-Elect during their occupancy of their suites. If other rooms or upgrades are provided to the AAML the rooms shall be provided to the following officers in the following priority: First Vice President, the remaining Vice Presidents in order of their tenure on the Executive Committee, the Secretary, Treasurer, Immediate Past President, and Past President.
2. Hospitalities: If appropriate, the President and President-Elect are encouraged to host up to a total of three (3) hospitalities in their suites or appropriate venues at both the Annual November and Midyear March meetings which shall be open to the entire membership. The President shall determine the number of hospitalities and the allocation between the President and the President-Elect.
3. Functions: The President and his/her spouse or significant other are expected and encouraged to attend all AAML functions at the Annual November and Midyear March Meetings, at no cost to them.

Members of the Executive Committee shall be reimbursed for his or her own actual coach airfare associated with the Midyear Meeting.

Governors shall only be reimbursed for his or her own actual coach airfare associated with the Academy’s Midyear Meeting.

Travel Policy for Executive Committee Meetings

All reimbursements will be in accordance with the General Reimbursement policy.

Each member of the Executive Committee is expected to be present at and participate in the Executive Committee Meetings held at the Annual November and March Meetings, as well as other Executive Committee meetings as determined by the President.

For the Executive Committee meetings held other than at the Annual November and March Meetings, the President and each member of the Executive Committee shall be reimbursed for actual expenses including coach airfare, hotel and all applicable fees as communicated in the meeting notice, and ground transportation.

To facilitate the business of the Academy, the President may invite up to one Fellow who is not a member of the Executive Committee per meeting to participate in the work of the Executive Committee meetings. The Fellow will be entitled to reimbursement for actual expenses including coach airfare, hotel and tax as communicated in the meeting notice, and ground transportation.

Academy Business Travel for President and Officers

All reimbursements will be in accordance with the General Reimbursement policy.

Presidential and officer travel for the business of the Academy includes but is not limited to AAML Chapter and other Academy events and programs.

The President may and is encouraged to travel for the business of the AAML and is encouraged to travel to any Chapter requesting the presence of a member of the AAML Executive Committee. The President has the first option of attendance at such events. If the President is unable to attend an event, the President Elect shall have next option to attend. If the President Elect is unable to attend, the First Vice President shall have the next option to attend. If the First Vice President is unable to attend, the President may select another officer to attend the event. The President may vary from this order of preference depending upon the circumstances involved in the event. The AAML shall reimburse the actual expenses including hotel and all applicable fees, coach airfare, ground transportation and reasonable meals (not including alcohol), for the President and/or Officer and his or her spouse or significant other for such travel. Reasonable meals shall mean no more than $100 per person per day (excluding alcohol). In the event that the President and/or a guest attend a Chapter event and the Chapter does not pay for it, the Academy will pay for the cost of attending such event. Depending upon the circumstances, the President shall have the authority and discretion to send more than one Officer if the President deems it appropriate to do so who shall be reimbursed as provided above.

Travel Policy for Committees

All reimbursements will be in accordance with the General Reimbursement policy.

There may be times when the work of a committee can only be effectively done by a face to face meeting. Such meetings can only be authorized by the President with notice and consent of the Executive Committee. The exact reimbursement will be determined at that time.

Reimbursement for Staff Travel Expenses

It is a requirement that the staff of the AAML travel for work-related events, including but not limited to Executive Committee meetings, Board of Governors meetings, Annual meetings, site selection destinations, and as otherwise directed by the President.

The AAML shall pay all staff travel work-related expenses from the time the staff member leaves the office or his or her home to travel, until she or she shall return to the office or home.

Among the included expenses are ground transportation, lowest available airfare, room, and meals. Staff are expected to use good judgement in meal selections and transportation costs when on business travel. Whenever possible, all such expenses shall be placed on the AAML credit card so that all expenses can be readily accounted for and can be booked properly. Each staff member shall promptly turn in receipts for such travel expenses except when charged to the AAML master account. If for some reason the card is not available and cannot be used, detailed receipts are to be submitted for reimbursement within 45 days.

Staff will be allowed to attend Academy events at no charge.
Revised September 28, 2019



SENIOR FELLOWS RECOGNITION
Senior Fellows will be recognized annually. November 6, 2018

SPONSORSHIP
1. In order to provide the Fellows of the Academy with a wider network of service providers related to the practice of family law, and to assist the Academy in providing excellent service to the Fellows at its Midyear and Annual Meetings, the Academy may offer sponsorship opportunities to individuals and businesses who meet the criteria set forth in this policy. The monetary level of sponsorship, and the corresponding obligations of the Academy, shall be set forth in a schedule of sponsorship levels which shall be adopted by the Executive Committee, and subject to change by the Executive Committee from time to time as the Executive Committee sees fit.

2. All sponsors shall provide copies of their literature and/or any other materials (including but not limited to "giveaways," for which samples or photographs of samples must be provided) to be distributed at the Meeting, for approval by the Executive Director of the Academy, or his/her designated representative, at least two weeks prior to the event being sponsored. The Executive Director will decide whether to authorize the sponsor to distribute such materials and shall notify the sponsor in writing as the Academy's determination. Prior to the commencement of the Meeting, the sponsor will be required to sign an agreement indemnifying and holding the Academy harmless from any and all liability arising out of his/her/its sponsorship and exhibition.

3. Any solicitation of or agreement with a sponsor shall not conflict with the AAML Conflict of Interest Policy currently in effect.

4. The Academy may offer individual sponsors, or representatives of sponsoring organizations, the opportunity to participate as a speaker in the Continuing Legal Education (CLE) programs offered at the Midyear or Annual Meeting in the following conditions are met:

a. The sponsor or representative must be a recognized expert on the subject of the program which he or she will be presenting. Evidence of the sponsor/representative's professional standing must be submitted in support of any proposal to permit that person to be a CLE presenter. The sponsor/representative certifies that he or she has not been disciplined or sanctioned as follows:

i. I certify that I am licensed and entitled to practice (my profession such as law, accounting, business valuation, psychology, psychiatry, counseling, etc.) in the state of (my residence) and have not been the subject of discipline imposed by any authority regulating the professional conduct of (my profession such as attorneys/accountants, psychologist, etc.) nor have I been charged with or convicted with or convicted of any crime, including petty misdemeanors. If you cannot certify, you may attach an explanation of any disciplinary proceedings.

b. The sponsor or representative's participation must be approved by all of the following:

i. The President;
ii. The CLE Chair for the Meeting at which the sponsor or representative is a prospective participants; and
iii. The moderator of the presentation in which the sponsor or representative is a prospective participant.
January 25, 2014

The Sponsorship Committee and Executive Director, in conjunction with the President and/or President-Elect, will set sponsorship levels and benefits and the rate for exhibitor tables. September 22, 2018


USE OF AAML NAME AND LOGO

The name, badge and logo of the AAML is the sole and exclusive property of the AAML. The purpose of this policy is to protect the AAML’s name, badge and logo and to prevent the use of the AAML name, badge and logo in the manner which creates a sense of endorsement, sponsorship, or false association with the AAML.

AAML Chapters, Boards, Committees, and Fellows in good standing may only use the AAML name, badge and logo consistent with AAML Policies and Bylaws. The use of the AAML name, badge and logo shall only be interpreted and imply membership in the AAML by an individual Fellow in good standing or as a bona fide AAML Chapter, Board, or Committee.

When listing fellowship in the AAML on firm letterhead, care should be given to limit such listing of fellowship to only AAML Fellows in good standing. The AAML name, badge or logo shall not be used to imply fellowship to attorneys in the firm who are not AAML Fellows in good standing. These restrictions apply to firm websites as well.
Appropriate steps shall be taken to prevent the creation of a false or misleading impression that all attorneys within a firm are AAML Fellows in good standing if that is not the case.

When use of the AAML name, badge, or logo is authorized, the trademark™ designation symbol must be used in conjunction with the AAML logo.

A violation of the policy shall be referred to the Board of Review for imposition of appropriate sanctions or other action. September 21, 2013


USE OF AAML NAME AND LOGO ON WEBSITES

The name, badge and logo of the AAML is the sole and exclusive property of the AAML. The use of the AAML name, badge and logo may not be used in any manner which creates a sense of endorsement, sponsorship, or false association with the AAML. All uses of the AAML name, badge and logo must be in conformity with the policies of the AAML. May 11, 2019


WHISTLEBLOWER
This Whistleblower Policy of the American Academy of Matrimonial Lawyers (hereinafter the "AAML"):

(1) addresses complaints based upon credible information about illegal practices or serious violations of adopted policies of the AAML;
(2) specifies that the AAML will protect persons presenting factually valid reports from retaliation; and
(3) identifies where such information can be reported.

1. Reports. The AAML accepts and encourages fact based complaints, reports, or inquiries about illegal activities or serious violations of the AAML's policies, including illegal or improper conduct by the AAML itself, by its leadership, or by others authorized to act on its behalf. Subjects addressed by this policy include financial improprieties, accounting or audit matters, illegal or improper activities.

2. Protection from retaliation. The AAML prohibits retaliation by or on behalf of the AAML against staff and/or Fellows for making good faith complaints, reports, or inquiries under this policy or for participating in a review or investigation under this policy. This protection extends to those whose allegations are made in good faith based upon specific facts about which the complainant has first hand knowledge but prove to be mistaken. The AAML reserves the right to discipline persons who make bad faith, knowingly false, or vexatious complaints, reports, or inquiries or who otherwise abuse this policy.

3. Where to report. Complaint, reports, or inquiries may be made under this policy on a confidential or anonymous basis. They should describe in detail the specific facts demonstrating the bases for the complaints, reports, or inquiries. They should be directed to both the executive director and the president; if either or both of those persons are implicated in the complaint, report, or inquiry, it should be directed to any two vice presidents. The AAML Executive Director and the President (or next most senior officer of the AAML if the President and/or other officers are the subject of such report) will conduct a prompt, discreet, and objective review or investigation. If sufficient cause is shown, upon the direction of the AAML Executive Director and the President (or next most senior officer of the AAML if the President and/or other officers are the subject of such report),the Board of Review shall make inquiry in accordance with the provisions of Article VIII, paragraph 8.2 of the Bylaws of the AAML. Staff and Fellows (including Officers and Governors) must recognize that the AAML may be unable to fully evaluate a vague or general complaint, report, or inquiry that is made anonymously.

4. Disclaimer. Nothing contained in this whistleblower policy shall be deemed to create any rights, causes of action and the like; nor shall any person or entity acting as a whistleblower be entitled to damages for a breach of this whistleblower policy.
March 16, 2010

Contact

AAML Office
150 N. Michigan Ave. Ste. 1420
Chicago, IL 60601

Phone (312) 263-6477
Fax (312) 263-7682