Presidential Invitation · 2017-02-07 · IRS Collections - Dealing with Liens, Levies, and Seizures (#23) Mauro INT 2017 Employment Law Updates (#10) Rimas INT The Paralegal’s

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Presidential Invitation

General Information

Schedule At-A-Glance

Wednesday Schedule

Thursday Schedule

Friday Schedule

Session Descriptions

Speakers

Expo Hall

Exhibitors

Registration Form

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Table of Contents

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Cassandra Oliver, ACPNALA President

Presidential InvitationOrlando, here we come! Join with us on July 19-21, 2017, for our National Conference & Expo in the travel friendly City of Orlando, FL. Our conference will provide a rich array of industry experts and concurrent sessions, allowing participants to tailor their conference experience to their own needs and circumstances. If you’ve been to conference before, you know the outstanding quality of educational content, speakers and rich networking opportunities. If you are considering attending the conference for your first time, you will not be disappointed. NALA attendees (93%) have rated the conference as either good or better than other conferences they have attended. The conference sessions afford substantial opportunities for interaction among participants, NALA leaders, and speakers, adding great value to your conference experience. We have a full agenda during the three days, so please take a few minutes to read through the information in this brochure. It includes our schedule, special discounts and other important information. Save the July 19-21 date, register today, and see you there!

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All conference registration cancellations received after June 19, 2017, will be assessed a $100 processing fee.

By registering for the conference you grant NALA permission to take, use, reuse, and publish: photographs and/or videos of attendees in any and all of its publications and in any and all other media, including but not limited to use and publication on the internet, webpages, magazines, and social media accounts.

HOTEL ACCOMMODATIONS

Wyndham Orlando Resort International Drive8001 International DriveOrlando, FL 328191-407-351-2420Reservations can be made at http://aws.passkey.com/e/15354295

Single/Double Room Rate: $129For each additional person a $20 rate, per night will be assessed, up to four persons.

Check-in is at 4:00 pmCheck-Out is at 11:00 amRoom Rate Cut-off is June 19, 2017*Please note that the resort is 2 floors and does not have an elevator. If special accommodations are necessary, please inform hotel during your reservation.*All reservations must be guaranteed with a deposit for the first night’s guest-room and tax charge. This will be billed immediately. Hotel allows individual cancellations without penalty up to 72 hours prior to arrival date. Hotel will charge one night’s guaranteed guest-room rate plus tax for cancellations within 72 hours. If you call the hotel to reserve your room a $15 fee will be assessed.

REGISTRATION CANCELLATION

PHOTOS & VIDEOS

Best Rate (Ends May 31st) Standard RateMember $535 $600Nonmember $590 $655Student $199 $299Social - Day 1 $79 $99

2017 CONFERENCE RATES

http://aws.passkey.com/e/15354295

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PLAYBACK NOW

The sessions of the NALA Conference and Expo will be recorded as part of the NALA Playback Works Collection. These session presentations include the presenters PowerPoint with synced audio for a virtual re-creation of each presentation. Pre-order your subscription package now and SAVE $100! Regular pricing is in effect after conference.

PACKAGE PRE-ORDER REGULAR INCLUDEDFast Pass $99 $199 On demand (6) months of streaming only

access

Season Pass $149 $249 On demand (12) months of streaming and offline download access

Works Package

$199 $299 USB Flash Drive and (12) months of streaming + download offline access

RECEPTION

The reception will be held on Wednesday, July 19 from 6:00 - 8:00 pm. It will feature hors d’oeuvres and a cash bar will be available. This is a great opportunity to greet old friends and make new connections! New to this year's conference – the Affiliate Showcase will be held during the reception!

VOTING

The 2017 NALA Election will take place at this year’s conference. All members with an Active Type Membership 45 days prior to the Annual Meeting will be able to vote for NALA’s Board of Directors and any Bylaw changes. If you will not be able to attend this year’s conference but would still like to vote, please visit our website www.nala.org and search for NALA Election Information.

The registration and help desk will be open:

Tuesday, July 18 12:00 pm - 6:00 pmWednesday, July 19 7:15 am - 5:00 pmThursday, July 20 7:15 am - 4:30 pmFriday, July 21 7:15 am - 5:00 pm

REGISTRATION & HELP DESK

Upon arrival at the conference, attendees will check-in at the registration/help desk. You will receive your name badge and an event bag which includes important information relevant to the conference. If, at any time, you have a question please stop by the help desk. Our team will be happy to assist you.

Wednesday 8:00am - 5:00pmThursday 8:00am - 12:30pm

Voting Times:

NO CLE PROVIDED

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Schedule At-A-Glance

Tuesday, July 1812:00 pm - 6:00 pmRegistration / Help Desk Open

Wednesday, July 196:45 am - 7:45 amYoga

7:15 am - 5:00 pmRegistration / Help Desk Open

7:30 am - 9:00 amContinental Breakfast in Expo Hall

7:30 am - 2:00 pmExpo Hall Open

8:00 am - 5:00 pmVoting Booths Open

9:00 am - 10:00 amOpening Session / Keynote

10:00 am - 10:30 amCoffee Break in Expo Hall

10:30 am - 12:30 pmAffiliated Associations Meeting

12:30 pm- 2:00 pmLunch / Expo Visitation & Roundtable Discussions

2:00 pm - 3:00 pmEducation General Session: Practicing the Paralegal’s Professional Responsibilities - Pokladowski (1 Ethics credit)

3:15 pm - 5:00 pmAnnual Member Awards Meeting

5:00 pm - 6:00 pmAffiliate Setup

6:00 pm - 8:00 pmReception

Thursday, July 207:15 am - 4:30 pmRegistration / Help Desk Open

7:30 am - 8:15 am2016 - 2017 Board of Directors Meeting


7:30 am - 2:00 pmExpo Hall Open

8:00 am - 12:30 pmVoting Booths Open

8:30 am - 10:30 amEducation Sessions (2 CLE)

10:30 am - 11:00 amCoffee Break in Expo Hall

11:15 am - 12:15 pmEducation Sessions (1 CLE)

12:15 pm - 2:00 pmLunch

2:00 pm - 3:00 pmEducation Sessions (1 CLE)


Friday, July 216:45 am - 7:45 pmYoga

7:15 am - 5:00 pmRegistration / Help Desk Open


9:00 am - 11:00 amEducation Sessions (2 CLE)

11:15 am - 12:15 pmEducation Sessions (1 CLE)

12:15 pm - 1:30 pmLunch (on your own)

12:30 pm - 1:15 pm2017 - 2018 Board of Directors Meeting


3:30 pm - 4:00 pmBreak


6:00 pm - 7:00 pmReception and Installation of Officers

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WEDNESDAYJULY 19

DETAILED SCHEDULE

6:45am - 7:45am

Yoga - Oleander A

7:15am - 5:00pm

Registration / Help Desk Open - Palms Foyer

7:30am - 9:00am

Continental Breakfast in Expo Hall - Salon E

7:30am -2:00pm

Expo Hall Open (badge required) - Salon E

9:00am -10:00am

Opening Session / Keynote (#25) - Citrus Ballroom

10:00am -10:30am

Coffee Break in Expo Hall - Salon E

10:30am -12:30pm

Affiliated Associations Meeting - Citrus Ballroom Not Your Typical Newsletter: Communicating with Members in the Digital Age (#28)Brown / Roberts

12:30pm - 2:00pm

Lunch / Expo Time–Roundtable discussions (ticketed event) - Floral Ballroom

2:00pm - 3:00pm

Education General Session - Practicing the Paralegal’s Professional Responsibilities (#29)

Pokladowski

INTEthics

3:15pm - 5:00pm

Annual Member Awards Meeting - Citrus Ballroom

5:00pm -6:00pm

Affiliate Setup (passes required) - Salon F

6:00pm -8:00pm

Reception & Affiliate Showcase (ticketed event) - Salon F

1 CLE

The 2017 programs are approved for attorney and paralegal CLE credit by the NALA Certifying Board, the State Bar of California, State Bar of Florida, The Louisiana State Paralegal Association, and the Montana State Bar. Approval for CLE from the North Carolina State Bar and Texas Board of Legal Specialization has been submitted. Please see website for further details.

CLE INFO ROOMCourse Title(#Booklet Number)

Instructor

Course Level:BAS = BasicINT = IntermediateADV = Advanced

CITRUS BALLROOM

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THURSDAYJULY 20

DETAILED SCHEDULE

7:15am - 4:30pm Registration / Help Desk Open - Palms Foyer

7:30am - 8:15am 2016 - 2017 Board of Directors - Oleander A

7:30am - 9:00am Continental Breakfast in Expo Hall - Salon E

7:30am - 2:00pm Expo Hall Open (badge required) - Salon E

ROOM SALON D SALON F SALON H SALON I ORANGE8:30am - 10:30am

Raising Capital and Crowdfunding (#31)

Bowers

INT

Civil Litigation - A Step by Step Look (#13)

Howell

INT

The Paralegal’s Professional Responsibilities (#34)

Pokladowski

INT Ethics CLE

The Secret to Understanding Objections (#36)

Mager

INT

CP Review - Judgment and Legal Analysis (#19)

LaGrave

BAS

10:30am - 11:00am Coffee Break in Expo Hall - Salon E

11:15am - 12:15pm

Advanced Contracts- Commercial Leases (#11)

Bowers

ADV

An Introduction to Estate Planning (#12)

O’Grady

BAS

Letting Go of Paper (#27)

Glaros

BASNon-substantive CLE

Questioning Techniques for Depositions (#30)

Mager

ADV

CP Review - Contracts (#17)

LaGrave

BAS

12:15pm - 2:00pm Lunch - (Included in full conference registration, ticketed event) - Floral Ballroom

2:00pm -3:00pm

IRS Negotiated Settlement Program (#24)

Mauro

INT

The Basics of Trusts (#33)

Miller

BAS

Revamping Your Firm for Success (#32)

Glaros


Learning about Evidence (#26)

Mager

INT

CP Review - Civil Litigation (#16)

Brice

BAS

3:20pm - 4:20pm

The Paralegal’s Role in Litigation (#35)

Lane

BAS

Trap Doors - Real Estate Transfers (#37)

Miller

BAS

Letting Go of Paper (#27)

Glaros


H-1B Visas (#22)

Rimas

BAS

CP Review - American Legal System (#14)

Brice

BAS

2 CLE

1 CLE

1 CLE

1 CLE

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DETAILED SCHEDULE

FRIDAYJULY 21

6:45am - 7:45am Yoga - Oleander A

7:15am - 5:00pm Registration / Help Desk Open - Palms Foyer

7:30am - 9:00am Continental Breakfast - Palms Foyer

ROOM SALON D SALON F SALON H SALON I ORANGE9:00am - 11:00am

IRS Collections - Dealing with Liens, Levies, and Seizures (#23)

Mauro

INT

2017 Employment Law Updates (#10)

Rimas

INT

The Paralegal’s Professional Responsibilities (#34)

Pokladowski

INTEthics CLE

The Secret to Understanding Objections (#36)

Mager

INT

CP Review - Legal Research (#20)

Bowman

BAS

11:15am - 12:15pm

IRS Negotiated Settlement Program (#24)

Mauro

INT

The Basics of Trust (#33)

Miller

BAS

Revamping Your Firm for Success (#32)

Glaros


Questioning Techniques for Depositions (#30)

Mager

ADV

CP Review - Written Communications (#21)

Bowman

BAS

12:15pm - 1:30pm Lunch - (On your own)

12:30pm - 1:15pm 2017 - 2018 Board Meeting - Palms B

1:30pm - 3:30pm

IRS Collections - Dealing with Liens, Levies, and Seizures (#23)

Mauro

INT

2017 Employment Law Updates (#10)

Rimas

INT

Raising Capital and Crowdfunding (#31)

Bowers

INT

Civil Litigation - A Step by Step Look (#13)

Howell

INT

CP Review - Basic Business Organizations (#15)

LaGrave

BAS

3:30pm - 4:00pm Break - Palms Foyer

4:00pm - 5:00pm

The Paralegal’s Role in Litigation (#35)

Lane

BAS

Trap Doors- Real Estate Transfers (#37)

Miller

BAS

An Introduction to Estate Planning (#12)

O'Grady

BAS

Learning About Evidence(#26)

Mager

INT

CP Review - Ethics (#18)

LaGrave

BAS

6:00pm - 7:00pm Reception and Installation of Officers (Everyone is welcome!) - Citron

2 CLE

1 CLE

2 CLE

1 CLE

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SESSION DESCRIPTIONS

Civil Litigation - A Step By Step Look At The Process

Speaker: Dorothe J. Howell, ACP

Course Level: Intermediate

Civil litigation is a term used to describe the legal process applied to non-criminal matters.This session will discuss in depth each step in the process of a civil lawsuit:1. Initial steps in a civil lawsuit, complaint and answer;2. Motions practice;3. Discovery and pre-trial;4. Trial and judgment;5. Appeals;6. Enforcement.

Each step in the process will be discussed in detail, using examples, forms, practice tips, and most importantly, real life examples as they apply to the role of the paralegal.

Advanced Contracts - Commercial Leases

Speaker: Stacey Bowers, JD, PhD

Course Level: Advanced

This presentation will provide a quick overview of a commercial lease agreement and will focus on the operative portions of the contract. In particular, the presentation will concentrate on drafting skills as they relate to particular provisions of the lease agreement. Prior to the presentation, participants will be asked to draft two provisions of a commercial lease agreement that will be the main focus of the presentation. Participants will be encouraged to share their experiences regarding the drafting process.

Participants will:• Be introduced to the operative provisions of a commercial lease agreement• Draft provisions of a commercial lease agreement• Discuss drafting issues and pitfalls• Learn to draft more clearly and concisely

2017 Employment Law Updates

Speaker: Bobby T. Rimas, Paralegal


This session will present the most significant developments in employment laws that are challenging legal teams and their clients. Specific topics for this session will cover wage and hour claims, sexual harassment, age discrimination, Family Medical Leave, and the Americans with Disabilities Act. There will also be a discussion regarding the various forms of harassment claims, trends, pitfalls and practices of today’s legal teams.

An Introduction to Estate Planning

Speaker: John B. O’Grady, Partner

Course Level: Basic

Many people believe that estate planning is only for the rich and famous. Estate planning is not limited to millionaires. Everything that you work hard for over your lifetime deserves attention. The focus of estate planning is not always about the money! You must consider what is appropriate for your family. My favorite phrase is, “Equal and fair are not always the same thing.” My goal is to acquaint you with the basic tools of estate planning, including a will, revocable trust agreement, power of attorney and advance medical directive. I will discuss when tax planning needs to take place for the wealthier estates and how best to accomplish those goals. Bottom line, estate planning is relevant for everyone no matter what you have or who your family members are. Each of these requires proper planning.

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Learning About Evidence

Speaker: Scott Mager, Esq.


Knowing evidence rules are the real key to success. This session gives you advanced education on the Rules of Evidence, including covering some or all of the following: Relevance and Admissibility; "Character evidence” (What is it and when can it be utilized); Privileges, including the Attorney-Client privilege, Work-Product privilege and other Privileges; Understanding the Law of Witnesses, including competency, impeachment and other rules; Opinion and Expert Testimony and the new “Daubert” requirements; Hearsay, Non-Hearsay and Hearsay Exceptions; Authenticity and Identification; the “Best Evidence Rule;” Judicial Notice; and other rules.

IRS Collection - Dealing with Liens, Levies, and SeizuresSpeaker: James F. Mauro, Attorney


The session will walk the participants through the IRS collection process, focusing on issues and options involved in avoiding liens, levies, and seizures, as well as mitigating the damage after they have occurred.

IRS Negotiated Settlement Program - Secrets to Success

Speaker: James F. Mauro, Attorney


The session will walk the participants through the IRS Offer in Compromise process, focusing on common errors made by taxpayers and their representatives, as well as presenting ways to avoid such errors and increase the odds of reaching a successful settlement.

Letting Go of Paper

Speaker: Kaila L. Glaros, ACP

Course Level: Basic

It’s time to start creating a more organized and nearly paperless office that efficiently uses both your time and office space. Imagine having a document management plan, a basic naming procedure, and a policy on what to do for every paper that comes into your office. Knowing the right procedures and policies to implement in your office is half the battle. This session will help you build a foundation in your office to use a lot less paper – or get rid of it completely.

H-1B VisasSpeaker: Bobby T. Rimas, Paralegal

Course Level: Basic

This session will cover the most commonly utilized nonimmigrant category that authorizes employment for professional foreign nationals in the United States, the H-1B Petition. This presentation will include a discussion about the important H-1B qualifying requirements and an explanation on how to prepare an H-1B documentation. This session will also encompass topics such as common obstacles of legal teams, prevailing wage issues, the H-1B cap, and the implications of non-compliance with the U.S. Department of Labor’s H-1B Labor Condition Application.

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Not Your Typical Newsletter

Speaker: Kimberly A. Brown, ACP & Amber K. Roberts, ACP

Course Level: Basic

This presentation focuses on the key components to putting out a quality newsletter/e-zine that contains relevant and timely information. The goal is to provide attendees with the materials they need to get started on their own newsletter/e-zine or to revamp their current one to increase readership, participation and get rave reviews. Amber Roberts, ACP and Kim Brown, ACP will discuss strategies the Nebraska Paralegal Association (“NePA”) uses to plan its newsletter/e-zine each quarter. Some key factors that will be discussed are the importance of a publications committee, using templates and checklists, getting quality articles and information, relevant and interesting topics, planning the details, and following through on publication. This presentation targets all members of NALA affiliated associations who will benefit from the review and get great tips and tricks to use to publish a newsletter/e-zine that contains relevant information and actually gets read. Examples of NePA’s e-zine can be found at http://nebraskaparalegal.org/membership/ under the In Brief Newsletter heading. We’ll also touch on other types of communication like Facebook, email, etc.

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Practicing the Paralegal’s Professional Responsibilities

Speaker: Tom Pokladowski, Esq.


This session will examine the rules of professional responsibility about candor, confidentially, loyalty, and fairness through hypothetical situations and give participants a chance to apply the critical ethical rules all paralegals need to know and practice.

Questioning Techniques for Depositions


Course Level: Advanced

Taking a Deposition is both a science and an art. While so few know how to take great depositions, even fewer receive the kind of training that is needed to ask the right questions. In this session, you will learn the most sophisticated of techniques in how to draft questions that will make any deposer a true star. You will learn innovative information techniques, what documents (in a prioritized fashion) are most useful in crafting questions, how to make a complete battle plan to goal-directed questioning, how to word questions, how to utilize pleadings, discovery responses, exhibits, documents, video/audio, etc. in depositions, anticipating and overcoming objections, among many other techniques. You will learn about questioning techniques, including such things as open-ended, close-ended, exhaustion techniques, warm and cold questions, conversational and other styles/forms. We will also discuss fact v. expert witness depositions and differences and strategies attendant to each of them. We will also address how to prepare your own witnesses, and what mistake lawyers always make, should never make and what always works in depositions.

Raising Capital and Crowdfunding

Speaker: Stacey Bowers, JD, PhD


This presentation will provide an overview of a variety of methods a business may use to raise capital through a private offering. In particular, the presentation will address three specific methods of capital raising: crowdfunding, Regulation D, and Regulation A+. The presentation will introduce attendees to the main features of crowdfunding, Regulation D, and Regulation A+, including the governing regulations and requirements for each type of private offering. It will also compare and contrast the benefits and drawbacks of these types of offerings as a mechanism for raising capital.

Attendees will learn:• The features of a crowdfunding, Regulation D, and Regulation A+ offering;• The regulations that govern a crowdfunding, Regulation D, and Regulation A+ offering;• The requirements to undertake a crowdfunding, Regulation D, and Regulation A+ offering; • The necessary documentation to conduct a crowdfunding, Regulation D, and Regulation A+ offering; and• The advantages, as well as disadvantages of a crowdfunding, Regulation D, and Regulation A+ offering.

Revamping Your Firm for Success

Speaker: Kaila L. Glaros, ACP

Course Level: Basic

This session discusses software decisions for practice management and/or legal research, and whether it is needed at your firm.

It also discusses:• Organizing within the office (from your desk to the file room)• Establishing roles and responsibilities within the office• Starting small, thinking big: beginning with you and your attorney and helping inflict change within the whole firm

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The Basics of Trusts

Speaker: Ted H. Miller, Esq.

Course Level: Basic

This session is comprised of three sections. First, the speaker will discuss the basics of trusts. Who makes a good trustee? How do trusts work in everyday life? When do trusts fail? Secondly, the implementation of trusts will be reviewed. Common funding challenges will be analyzed. Fiduciary accounting, trust litigation, and strategies for trust dispute scenarios will be discussed. Thirdly, the speaker will outline drafting challenges and errors which arise in drafting trusts. This session will provide a strong refresher on trusts, but will have substantive intermediate content on the challenges and opportunities that trusts create for clients.

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The Secret to Understanding Objections



While many lawyers are quite talented, far less have a full understanding of all objections or how to best assert or respond to them. Here, you will acquire the latest understanding of the best (and worst) objections, whether in response to discovery or in depositions or in court. You will learn how to spot “trigger” words that link to certain objections and “solution” words that solve objections. We will discuss the problems with (and solutions) for broad-based objections (such as irrelevant, overbroad, vague), as well as generic privilege-based objections (e.g., attorney-client, work product, confidential), along with differences in effect of deposition and trial objections, as well as understanding when to utilize or how to defend against specific objections such as (Argumentative Questions; Asked And Answered; Duplicitous/Repetitious); Compound, Leading and questions that call for narrative answers other similar objections; Evidentiary Objections such as Assuming Facts Not In Evidence; Objections to the Substantive Admissibility of Evidence; Improper Character Evidence; Competence (expert or lay witness); Hearsay and other objections. Understanding the Rules of Evidence and how they apply will make you a superstar with any lawyer in helping them prepare for, make, anticipate and defend against objections.

Trap Doors - Real Estate Transfers

Speaker: Ted H. Miller, Esq.

Course Level: Basic

This presentation will discuss solutions to common pitfalls that occur in a modern real estate practice. Real estate, whether commercial or residential, is full of challenges that are often hard to predict. Through the use of checklists, forms, and a consistent intake and post-closing system, paralegals/legal assistants can manage these challenges, but they must first know how to spot them from afar. This session will discuss the ethical issues of a real estate practice, as well as tax problems that are associated with complex real estate transfers.

The Paralegal’s Professional Responsibilities Role-Playing Workshop

Speaker: Tom Pokladowski, Esq.


Research shows that practice and feedback are critical to learning. In this session, participants will actively communicate responses to several different scenarios invoking the rules of professional responsibility, as well as giving and receiving peer feedback about how situations are handled.

The Paralegal’s Role in Litigation

Speaker: Miracle H. Lane, ACP

Course Level: Basic

This session will discuss the role paralegals play in the course of litigating a case, including the responsibilities of the paralegal and the attorney’s expectations of the paralegal during litigation.

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CP Review - Civil Litigation

Speaker: Vanessa Brice, Esq.

Course Level: Basic

This session will assist those in taking the Certified Paralegal Exam. It will include:• Courts, jurisdiction and venue• Pleadings and procedures• Trial procedures intro• Final stages of trial and post-trial

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CP Review - Contract Law

Speaker: Kelly LaGrave, ACP

Course Level: Basic

This session will assist those in taking the Certified Paralegal Exam review for the contract portion of the Substantive Law portion of the exam. It will focus on the following: (1) contract classifications, (2) contract formation, (3) contract defenses, and (4) contract remedies. Upon completion of this session, attendees will understand the principle and practical concepts of contract law which will allow them to be able to formulate the elements of a contract, and understand contract defenses and remedies.

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CP Review - Ethics


Course Level: Basic

This session will assist those in taking the Certified Paralegal Exam review for the Ethics portion of the exam. It will focus on the following: (1) ethical responsibilities centering on performance of delegated work, (2) paralegal professional responsibility, (3) professional relationships, (4) client and public contract, and (5) the attorney code of ethics and discipline. Upon completion of this session, attendees will understand their ethical and professional responsibilities in and outside of the work place. Attendees will be able to understand the key ethical principles and rules affecting paralegals, including those involving the unauthorized practice of law, client confidentiality and conflicts of interest, and the utilization of paralegals.

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CP Review - Basic Business Organizations


Course Level: Basic

This session will assist those in taking the Certified Paralegal Exam review for the business organization portion of the Substantive Law portion of the exam. The session offers a broad and basic view of the fundamentals of business. It will focus on the formation and basic concepts of the following types of business entities: (1) sole proprietors, (2) general partnerships, (3) limited partnerships, (4) profit corporations, (5) professional service corporations, (6) nonprofit corporations, (7) publicly-held corporations, and (8) limited liability companies. Upon completion of this session, attendees will be able to answer the following on each type of business organization discussed:

• What are they?• How do you form one?• What are their advantages?• What are their disadvantages?

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CP Review - American Legal System

Speaker: Vanessa Brice, Esq.

Course Level: Basic

This session will assist those in taking the Certified Paralegal Exam. It will include:• The history of the legal system• Basic terminology, sources of law, classifications of law• The US Constitution, history and major provisions; Relationship between state and federal governments• Enforcement of the Law. A review of the court system, including concepts such as jurisdiction, venue and how courts are created• Limitations on judicial decision making, including constitutional limitations, statutes of limitations, res judicata and immunity

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CP Review - Judgment & Legal Analysis


Course Level: Basic

This session will assist those in taking the Certified Paralegal Exam review for the Judgment and Legal Analysis portion of the exam. It will focus on the following: (1) learning how to identify relevant facts and issues, (2) the application of law to facts, (3) the analysis of issues and formation of conclusions, and (4) the organization of information and clarify of expression. A sample essay will be given and discussed during the presentation. Upon completion of this session, attendees will be able to distinguish between the key components in legal analysis writing including:

1. How to identify relevant facts and issues2. How to apply the facts to law3. The analysis of issues4. The formation of conclusions

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CP Review - Legal Research

Speaker: Brooke Bowman

Course Level: Basic

Legal research is the foundation of the legal profession and learning the fundamental basics about the different types of legal sources and what information can be found in them is vital. This session will cover everything from primary and secondary sources generally, to the contents of individual sources and their citations, as well as general legal research strategies.

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CP Review - Written Communications

Speaker: Brooke Bowman

Course Level: Basic

Effective communication skills are essential. This session will review common areas of opportunity in terms of grammar, punctuation, word usage, and writing composition and style.

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Speakers

Speaker biographies can be found on the conference website and will also be available on the conference mobile app.

Stacey Bower, JD, PhD

Amber K. Roberts, ACP

Kimberly A. Brown, ACP

Kaila L. Glaros,ACP

Dorothe J. Howell,ACP

Kelly A. LaGrave, ACP

Miracle H. Lane, ACP

Scott Mager, Esq. James F. Mauro, Attorney

Ted H. Miller, Esq. John B. O'Grady, Partner

Tom Pokladowski, Esq.

Bobby Tom Rimas,Paralegal

Brooke Bowman Vanessa L. Brice, Esq.

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Expo HallAt the 2017 NALA Conference & Expo, you’ll have the opportunity to meet with many different businesses and organizations from around the United States. Vendors at the Expo Hall are there to offer paralegals products and/or helpful information to help them advance their careers.

WEDNESDAY, JULY 197:30am - 2:00pm

THURSDAY, JULY 207:30am - 2:00pm

**DISCLAIMER: Your interactions with vendors associated with the NALA Expo Hall, including payment and delivery of goods or services, and any other terms, conditions, warranties or representations associated with such dealings, are solely between you and such organizations and/or individuals. You should conduct whatever research you feel necessary or appropriate before proceeding with any online or offline transaction with any of these third parties.

You agree that NALA – The Paralegal Association is not responsible or liable for any loss or damage of any sort incurred as the result of any such dealings. If there is a dispute between you and a vendor, you understand and agree that NALA – The Paralegal Association is under no obligation to become involved. In the event of dispute, you hereby release NALA – The Paralegal Association, and its officers and employees, in rights from claims, demands and damages (actual and consequential) of every kind or nature, known or unknown, suspected and unsuspected, disclosed and undisclosed, from any such disputes.

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Check the website for an updated list of vendors.

EXHIBITORSCentral Intelligence Agency Booth #100The Office of General Counsel (OGC) is responsible for advising the Director of the Central Intelligence Agency on all legal matters relating to his role as head of the CIA. The General Counsel, who heads OGC, is the principal legal officer for the CIA. OGC is currently recruit-ing highly qualified paralegals to become a part of a uniquely exciting, challenging, and important legal practice. Paralegal professionals provide case management, legal research, case-cite verification, blue book citations and general paralegal support to the Office of General Counsel.

For more information and to apply, please visit: www.cia.gov.

Service Partners Information Co. Booth #207Service Partners Information Co. (SPI) is a full service corporate compliance company serv-ing Legal Professional, Financial Institutions, Factoring Companies and Direct Businesses throughout the United States.

SPI provides nationwide Uniform Commercial Code, Corporate, and Registered Agent services. We offer very competitive rates without compromising our ability to provide the personalized customer service that you deserve.

Our Customer Service Specialists have decades of industry experience making SPI a grow-ing leader in the service industry. We believe in staying true to being a SERVICE company. At SPI we pride ourselves on molding what we do to fit your preferences and needs. We partner with you to make your job easier and make YOU look good.

Unisearch, Inc. Booth #210UCC searches are our specialty! Experienced service representatives handle your orders from start to finish. We navigate through state databases knowing the nuances and varia-tions, to make sure your search is accurate and complete. Our attention to detail is crucial. We continually maintain the best technology for searches, to ensure that our reports reflect fresh data. The range of services includes; UCC Searches, Federal and State tax liens, Suits and Judg-ments, US Bankruptcy and US District Court Searches as well as UCC filings. Corporate Services including Registered Agent Services. We believe in personalized service. This means being able to work with a knowledgeable service representative who you can call or email at any time and they know you and your company. Your preferences matter because your account is important to us. The range of services include; nationwide corporate filings such as incorporations, foreign qualifications, amendments, mergers and withdrawals. Other services include Certificates of Good Standing, certified copies, authentication of documents and registered agent services.

http://www.cia.gov

http://www.cia.gov.

http://www.cia.gov

https://spinationwide.com

https://spinationwide.com

http://www.unisearch.com

http://www.unisearch.com

17

NALA CONFERENCE REGISTRATION FORM

Name _______________________________________________________________ Daytime Phone _______________________________

Address _____________________________________________________________ E-mail _______________________________________

City _________________________________________________________________ State ____________ Zip code __________________

Check ALL that apply to you: ☐ NALA Member ☐ Non-member ☐ CP ☐ ACP

Affiliated Association Member (Name of Association) ____________________________________________________________________

REGISTRATION OPTIONSFull Conference Best Rate (ends May 31) Standard Rate Enter Applicable Fee(s)

Member $535.00 $600.00 _____________

Nonmember $590.00 $655.00 _____________

Student $199.00 $299.00 _____________

Social - Day 1 $79.00 $99.00 _____________

REGISTRATION DETAILS☐ Full conference registration includes (All 3 days): 12 CLE, attendance to reception, and two complimentary lunches.

☐ Student registration includes: Full conference registration, see above. (In order to register at the student rate, you must either currently be a student member of NALA or submit documentation to support your status as a full-time student with registration.)

☐ Social registration includes (Day 1 only): Access to reception and meetings, complimentary lunch and 1 hour of CLE on Day 1.

☐ Special Diet or Accommodations Required: _____________________________________

CONFERENCE RECORDINGSProducts Includes Delivery Pre/Onsite Post Select Package

6 - Month Fast Pass Streaming ONLY Access6 months

24-48 Hours $99 $199

12 - Month Season Pass Streaming + Download Offline Access 12 months

24-48 Hours $149 $249

USB Works Packs Season Pass + All Files Shipped on USB Flash Drive

24-48 Hours $199 $299

☐ Enclosed is my check number: __________________________

Charge my fees to: ☐ VISA ☐ MASTERCARD ☐ AMERICAN EXPRESS ☐ DISCOVER

Card Number: _________________________________________________________________ Expires: __________________________

Name on card: ___________________________________________________________________________________________________

Billing address: ___________________________________________________________________________________________________

Contributions or gifts to NALA are not deductible as charitable contributions for federal income tax purposes; however, payments may qualify as ordinary and necessary business expenses.

Return this form with payment to: NALA Headquarters, 7666 E. 61st Street, Suite 315, Tulsa, OK 74133 or register online at www.nala.org

NO CLE PROVIDED

18

SAVE THE DATEJuly 11-13, 2018

St. Louis, MOJoin paralegals from across the nation and attend the largest

paralegal conference in the country.

NALA Conference & Expo

7666 E. 61st Street, Suite 315 | Tulsa, OK 74133PH: 918-587-6828 | FAX: 918-582-6772

www.nala.org

Documents

Presidential Invitation · 2017-02-07 · IRS Collections - Dealing with Liens, Levies, and Seizures (#23) Mauro INT 2017 Employment Law Updates (#10) Rimas INT The Paralegal’s