HIPAA, Privacy, and Litigation (Discovery, Disclosure & Evidence Practicum)

Presenter: Ed C Schneider, F.Inst.Pa., EMT, EMD-A

Program Length: 2.0 Hours (includes ethics) (This is a 60 minute seminar followed by a 60 minute practical group exercise)

Paralegals in the litigation profession embark on discovery that may involve complex matters pertaining to privacy laws, including obtaining medical records and other sensitive information from governmental and private organizations. This course will provide a brief overview of the HIPAA implications involved in obtaining records, various federal and state privacy laws, and their implications in civil litigation, domestic relations, and probate law.

This presentation will include a lecture and a practicum to help hone and practice skills required when it comes to Privacy Laws and Litigation.

Ed C Schneider is a graduate of Grand Valley State University with a BA in Criminology and Legal Studies and a minor in Biomedical Sciences and is currently the President of the Rocky Mountain Paralegal Association. He received his EMT license credential from the Grandville High School/LIFE EMS Ambulance EMT program. He became a licensed EMT with the State of Michigan in 2003 and with the State of Illinois in 2007 and has been licensed since. Additionally, he holds his Advanced Emergency Medical Dispatcher certification with the National Academies of Emergency Dispatch. From 2003 through 2007 and 2013 through 2014, he has worked as an Emergency Medical Technician and 911 Medical Dispatcher and served on the FEMA National Disaster Support Crew for Hurricane Katrina and Hurricane Dean deployments. Since 2007, he has worked as a litigation paralegal for a variety of firms in Illinois and Colorado. He holds his Tier 4 Practicing License with the United Kingdom of Institute of Paralegals and was elected fellow of the organization in 2015. He has presented on a variety of topics ranging from same-sex marriage to international law and also wrote for the National Paralegal Reporter on HIPAA.

In addition to these roles, he has served as VP of Administration (2015-2016) and President-Elect (2016-2017) of the Rocky Mountain Paralegal Association; Secretary of the Colorado GLBT Bar Association (2010 – 2014); Paralegal Section Co-Chair of the Boulder County Bar Association (2011-2013); and the City & County of Denver Commission on Persons with Disabilities.

Locating, Vetting & Working with Expert Witnesses

Presenter: Paul Pelton, FRP

Program Length: 2.0 Hours (includes ethics) (This is a 90 minute seminar followed by a 30 minute practical group exercise)

Those who utilize expert witnesses to offer opinions concerning liability, causation, damages, and/or valuation are often challenged with the task of finding the right expert and engaging his or her services on behalf of a client. Many times, this is no easy task even for the veteran attorney or paralegal.

Through this seminar, attorneys and paralegals will understand the selection, location, vetting, retention, fee structures and preparation of expert witnesses and take away some practical nuggets in these and other areas such as creating an expert database, communicating with experts and conflicts of interest.

Paul Pelton, FRP, is a Senior Litigation Paralegal with The Maher Law Firm in Winter Park, FL and has over 25 years of experience in all phases of civil trial work. With a background in medical science, Mr. Pelton concentrates his practice in high-exposure cases involving medical malpractice, nursing home resident’s rights claims, product liability matters and complex BI claims. Mr. Pelton has handled cases for plaintiffs and defendants in State and Federal courts and in arbitration proceedings. He is a published author and a CLE provider to national audiences on paralegal practice. Mr. Pelton is a member of the Executive Council and is the 2017-2018 President of the Orange County Bar Association Paralegal Section; he also serves as Chair of the Paralegal Mentorship Program with that organization. In addition, Mr. Pelton serves the citizens of Florida by appointment to the Standing Committee on the Unlicensed Practice of Law for The Florida Bar through 2020; he also serves the paralegal community on the 2018 Florida Bar Convention Planning Subcommittee of The Florida Bar FRP Standing Committee.

Up Close and Personal with NALA’s Certification Program

Presenter: Jill I. Francisco, ACP

Program Length: 1.0 Hours

Jill I. Francisco, ACP will explain in detail the changes to NALA’s Certified Paralegal Exam that began in January of 2018. She will also specifically explain the new format and testing windows. Jill will discuss NALA’s Advanced Certification Program and share her personal experience with obtaining the CP and ACP certifications. She will discuss reasons for taking the CP exam and reasons for continuing your certification through the ACP program, Jill will also provide study tips and host a question and answer session. 

Jill I. Francisco, ACP, received her BA in Criminal Justice, (concentration in Legal Studies), from Marshall University in 1994.  She began a certified paralegal in 2005 and obtained two advanced certifications (trial practice and discovery) in 2010. Mrs. Francisco is employed as a paralegal with Dinsmore & Shohl, LLP, in their Huntington, West Virginia office. She previously worked as a paralegal at Huddleston Bolen LLP, 1997 through January of 2015 when they merged with Dinsmore & Shohl, LLP.

She is very active in local and national professional associations within her profession. She was Charter President of the Legal Assistants/Paralegals of Southern West Virginia 2004-2006, and has served as a member of the National Association of Legal Assistants (NALA) Professional Development Committee 2003-2006, NALA’s Affiliated Associations Secretary 2006-2007, Affiliated Associations Director 2008-2010, NALA’s Treasurer 2010-2012, NALA’s Secretary 2012-2014, NALA’s Second Vice President (2014-2016), and is currently serving as NALA’s Vice President.

She also currently serves on the Legal Assistant Program Advisory Board for Mount West Community College, the Legal Assistant Committee of the Defense Trial Counsel of West Virginia, and the Marshall University Big Green Scholarship Foundation Board of Trustees.

She resides in Kenova, West Virginia, with her husband, Shawn and their son, John David. 

Name That Paralegal Ethics Tune

Presenter: Nancy Jordahl

Program Length: 1.0 Hours (Ethics)

This fun, interactive course will explore various paralegal ethical situations using music.  I will play different songs related to various paralegal ethical situation, let the audience guess something about the song (title, band that played it, etc.) and the first person to provide me with the correct “name that paralegal ethics tune” answer will win a fabulous take home prize.  I will then discuss the topic raised by the song.  Here is an example.  I will play part of the song “Confidential Information.”  If you are the first person to guess it is by the band the Rembrandts, you win a prize.  Then we examine a paralegal’s duty of confidentiality.  We keep moving on to the next topic in the same format for an exciting one hour of ethics CLE!

 Nancy L. Jordahl, ACP, FRP, FCP, is a litigation paralegal at Rumberger, Kirk & Caldwell in Orlando, Florida.  She received her B.A. in Russian Studies from Stetson University and completed the Rollins College Paralegal Studies Program with honors.  She served on NALA’s Continuing Education Council from 2013-2017 (Chair and Facts & Findings Editor 2014-2016) and as NALA Board Liaison (2016-2017).  She is NALA Liaison for the Central Florida Paralegal Association (CFPA, Inc.)  Nancy has previously presented seminars on Preparing for Trial and on Discovery Tips and Tricks.  She has authored several articles for NALA’s Facts & Findings magazine.  She was named Central Florida Paralegal Association’s Paralegal of the Year in 2010 and received the Affiliates Award in 2017.

Real Estate Due Diligence: What Every Paralegal (and Future Homebuyer) Needs to Know

Presenter: Renee Rosenthal Givens

Program Length: 1.5 Hours (1 hour seminar and 30 minute practical session)

You found the perfect house, the seller has accepted your offer, and you are ready to close and move in! But as a paralegal specializing in something other than real estate, you may not be familiar with a title commitment or land survey. Do you know what document gives the city or county permission to take/use a portion of your property? Or whether a lender or vendor has a lien on your home? Is that greenbelt behind your house a “real” greenbelt or will you someday have a movie theatre in your backyard? This seminar shows you what real estate agents and subdivision sales agents don’t know or won’t tell you and gives you hands-on experience in reviewing title commitments and land surveys, so you can have the answers you need before buying a new home.

Ms. Givens has been a paralegal with the firm Golden Steves and Gordon, LLP  for two years. She is a highly knowledgeable and experienced commercial real estate paralegal with over 30 years of experience in real estate due diligence, finance, mergers and acquisitions, land use and transportation law. Prior to moving to Texas, Ms. Givens worked for 16 years at Foster Pepper PLLC, a large nationally-known Seattle firm, where she also assisted in many multi-state, multi-property transactions. Previous experience also includes four years as a corporate paralegal which experience has consistently been used throughout the years in her real estate practice. Ms. Givens has her Associate of Applied Science from the Paralegal Program at Cleveland State College, Cleveland, TN (Paralegal Certificate). Ms. Givens’ previous speaking engagements include a NBI Seminar in Seattle, Washington, and a NALS (prior to NALA days) Annual Meeting in Spokane, Washington.

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