2014 REGISTRATION BROCHURE

NFPA® Annual Convention & Policy Meeting

October 9-12, 2014

The Fairmont Dallas Dallas, Texas

National Paralegal Reporter, NFPA, PACE Registered Paralegal, RP, PACE, the PACE design logo, NFPA – The Leader of the Paralegal Profession and the NFPA design logo are all Registered Trademarks/Service Marks of NFPA; NFPA – Your partner in your profession, PACE – The Standard for Excellence, Paralegal CORE Competency Exam, PCCE, PCC Exam, CORE Registered Paralegal, CRP and PCCE design logo are Trademarks/Service Marks of NFPA. Proudly Hosted by: Dallas Area Corporate Partner Program sponsor logos Paralegal Association used with permission. ® BENEFITS OF ATTENDING

PERSONAL CONTACTS – A personal connection, resulting from face-to-face contact, generates a higher level of trust. Come build your business relationships with others in the profession.

NETWORKING OPPORTUNITIES – A convention provides a great opportunity to expand your network and make valuable connections.

CONTINUING LEGAL EDUCATION – The educational sessions are designed specifically to provide paralegals with continuing legal education. Attending the educational sessions will enhance your knowledge in specific areas, which can often directly impact your professional status.

GET INSPIRED – Many paralegals find that they have a significantly renewed passion for the profession and an increased level of confidence in building the paralegal profession after attending an NFPA convention.

Come see what NFPA’s Annual Convention & Policy Meeting is all about!!! Go home with amazing, infectious energy!!! See you at the NFPA 2014 Annual Convention: October 9-12

NFPA CONVENTION CHARITY Denim Up!

Please support this year’s charity, the North Texas Food Bank, by donating $5 (or more if you choose) to wear your best denim on Friday, October 10. The North Texas Food Bank is a Dallas-based non-profit that pursues a hunger-free community. They provide approximately 130,000 meals a day spread across 13 Texas counties, and support the nutritional needs of children, families and seniors through education and advocacy. This association has a large and strong impact. Every dollar donated to NTFB provides three meals to hungry north Texans, and out of every dollar, 94 cents goes directly to hunger relief programs. To learn more about NTFB, please visit their website – www.ntfb.org.

2 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org NFPA CONVENTION 2014 PROGRAM AT-A-GLANCE

THURSDAY, OCTOBER 9

7:30am – 5:00pm 11:15am – 12:00pm Registration Meet the Candidates Panel (Members Only)

7:30am – 7:00pm 12:00pm – 1:30pm Exhibit Hall Open Coordinator Appreciation/ Networking Lunch

8:30am – 9:45am 1:30pm – 2:00pm Concurrent Education Sessions Exhibitor Door Prize Drawings

9:45am – 10:15am 2:00pm – 4:30pm Morning Break + Visit with Exhibitors NFPA Region Meetings

10:15am – 11:30am 4:30pm – 5:30pm Concurrent Education Sessions Treasurer’s Meeting (Members Only)

11:30am – 1:00pm 6:30pm – 10:00pm Keynote Luncheon Social Event at The Sixth Floor Museum

1:00pm – 2:15pm SATURDAY, OCTOBER 11 Concurrent Education Sessions Student Sessions 8:00am – 9:00am Registration 2:15pm – 2:45pm Afternoon Break + Visit with Exhibitors 9:00am – 5:30pm Policy Meeting 2:45pm – 4:00pm Concurrent Education Sessions 10:30am – 10:45am Student Sessions Morning Break 4:15pm – 5:30pm 12:00pm – 1:30pm NFPA Workshops Awards Luncheon 5:30pm – 7:00pm 3:15pm – 3:30pm Exhibitors’ Reception/ Afternoon Break 40th Anniversary Reception 8:00pm – 12:00am 7:00pm – 10:00pm Caucus Meeting(s) (if necessary) Board of Directors’ Meeting

SUNDAY, OCTOBER 12 FRIDAY, OCTOBER 10 9:00am – 1:00pm 7:00am – 5:00pm Policy Meeting Registration 10:30am – 10:45am 7:30am – 2:00pm Morning Break Exhibit Hall Open 3:00pm – 10:00pm 7:30am – 8:30am Board of Directors’ Meeting First Timer’s Meeting

8:30am - 11:15am MONDAY, OCTOBER 13 NFPA Region Meetings 9:00am – 12:00pm 9:30am – 10:45am (staggered 15 minute Board of Directors’ Retreat breaks by region) (NFPA Board Members Only) Morning Break + Visit with Exhibitors

3 KEYNOTE LUNCHEON PRESENTATION Thursday, October 9 | 11:30am – 1:00pm

A DIFFERENT KIND OF WAR: ACCESS TO JUSTICE FOR ALL

Featuring Keynote Speaker Harriet Miers, Esq. iers Harriet M , Esq. Harriet Miers is a member of the Litigation and Public Policy sections and a former managing partner of Locke Liddell & Sapp. She returned to the firm in May 2007 after serving in the administration of President George W. Bush from 2001-2007 as Staff Secretary, Deputy Chief of Staff, and Counsel to the President. Prior to joining the White House, Ms. Miers had a distinguished career in her commercial litigation practice, representing a broad range of clients in varied industries. She is well-known throughout the United States and has offices in Dallas, Austin and Washington, D.C. She is licensed to practice in Texas and the District of Columbia.

Over the years, Ms. Miers also served in many leadership roles in the American Bar Association, including Chair of the Board of Editors of the ABA Journal and the Texas State Delegate. Among her many recognitions and awards: in 2005, Ms. Miers received the Sandra Day O’Connor award from the Texas Center for Legal Ethics and Professionalism and the Robert G. Storey Award for Distinguished Achievement from the SMU Dedman School of Law. She also has received Distinguished Alumni Awards from both SMU and the SMU Dedman School of Law. In 1979, she was honored as the Outstanding Young Lawyer by the Dallas Association of Young Lawyers.

Ms. Miers received her J.D. from Southern Methodist University School of Law in 1970 where she was a member of the Barristers, Comments Editor of the Southwestern Law Journal, a member of the Moot Court Board, and member of Kappa Beta Pi. She received her B.S. in Mathematics from Southern Methodist University in 1967.

2014 SOCIAL EVENT Friday, October 10 | 6:30pm – 10:00pm

$67 per person

(Price includes one complimentary wine/beer/margarita, dinner buffet and access to the sixth floor permanent exhibit, John F. Kennedy and the Memory of a Nation.)

The Friday Night Social Event will give the word “social” a new meaning. Guests will enjoy a margarita machine, a photo booth, good ole’ Tex Mex, and the Sixth Floor Muse- um. Before we lose everyone to the museum, the night will Sixth Floor Museum at Dealey Plaza start off with an ice-breaker called the “Selfie Speed Meet www.jfk.org | 411 Elm Street and Great” (SSMG). It is similar to the old style cake walk. (Within walking distance from the Fairmont Dallas) Guests will move around the room when the music stops, contemporary culture within the context of presidential meet someone new (we will tell you where to meet), take history. Explore history through one of the world’s most sig- a selfie if you want, and upload it to DAPA’s convention nificant repositories of original photographs, film and video Facebook page. Once your meet-up card is full, you can footage, documents and artifacts related to the assassi- enter for a prize. Bring your cell phones and your smiles. nation of President John F. Kennedy – a continually grow- ing, multifaceted collection of approximately 40,000 items. The Sixth Floor Museum at Dealey Plaza chronicles the legacy of President John F. Kennedy; interprets PLANNING YOUR VISIT! the Dealey Plaza National Historic Landmark District Dallas Convention & Visitors Bureau and the John F. Kennedy Memorial Plaza; and presents www.visitdallas.com

4 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org DON’T MISS OUT ON THESE IMPORTANT EVENTS!

THURSDAY, OCTOBER 9, NFPA WORKSHOPS PCCE/Certification Workshop Workshop will review the basics about the PCC Exam and NFPA Student Sessions will also review the eligibility criteria and how candidates 1:00pm – 2:15pm and 2:45pm – 4:00pm can determine which eligibility option is the right one for them. Participants will have a great opportunity to ask ques- (Workshops are free for students!) tions about the PCC Exam and certification in general.

WENDI ROGERS, CLA Identifying Your Association’s Leadership DNA In Wendi’s “Software/Hardware Must Knows,” she will Have you ever wondered what leadership skills your discuss different software programs and applications members are afraid to disclose to you? How many of available to paralegals, common program skills request- you have surveyed your membership about their desire ed by potential employers, suggest ideas for training to assume leadership roles within your Association? The and skill building, and technology issues such as con- workshop will provide you with ideas of identifying poten- fidentiality and other ethics related concerns. Wendi tial leaders and the various generational approaches to will provide students an opportunity to ask questions re- leadership styles within your own Association. There will be garding the topics presented. Her expertise comes from small group activities related to the concept of collabo- over 25 years of assisting attorneys in the courtroom with ration among all members and discussion of the various trial presentation and management of hardware. This is pros and cons of delegating leadership responsibility and an invaluable workshop for new paralegals. avoiding leadership mistakes. Come and share your ideas that were successful and some ideas you are fine JANET HUSETH tuning for the benefit of your membership. Janet will make a presentation regarding in- terview skills, techniques and resumes. Janet’s NFPA 40th Anniversary Celebration – expertise comes from her experience both as a para- legal with Haynes and Boone and as Senior Business 5:30pm – 7:00pm Development Director for Special Counsel. She will In 1974, in response to a growing interest in the devel- discuss a paralegal’s road to success through inter- opment of the paralegal profession, eight paralegal viewing tips and techniques and provide advice on associations joined together and founded NFPA - the navigating the job search. Janet will also take time to first national paralegal association. Created asa answer questions regarding resumes and interviews. non-profit federation of paralegal associations, NFPA The student workshops will also include a resume writ- is an issues-driven, policy-oriented professional orga- ing contest. If you think you have a great resume nization directed by its membership. Today, NFPA (it’s about quality not quantity), then we want to see remains true to its founders’ grass roots philosophy it. A panel of experts will review submitted resumes as it continues its efforts to advance the paralegal and will provide feedback. The top three resumes will profession. Join NFPA members, leaders and past receive honors. presidents as we toast NFPA’s past, present and fu- ture at the Cocktail Reception! NFPA Concurrent Workshops 4:15pm – 5:30pm OCTOBER 10 AND Introduction to Wild Apricot Member Management Software OCTOBER 11 – This workshop will review the basics about Wild Apricot 7:00AM – 7:30AM Membership Management software. This is designed for Breakfast Option – local associations interested in learning more about Wild DAPA and NFPA have Apricot’s features and how to streamline membership arranged to have a Breakfast Taco truck at the ho- management. We will review basics on website builder tel both mornings. Come and experience authentic templates, integrated event registration, online payments, Tex Mex tacos from Rock and Roll Tacos. and email templates used with the contact database.

5 CONTINUING LEGAL EDUCATION

serving since 1997 as an adjunct professor and follow- THURSDAY, OCTOBER 9 ing fifteen years of private practice. He has been voted All sessions are approved for 1.25 CLE credits. Those ap- Legal Writing Professor of the Year for 2005-06, 2006-07, proved for Ethics CLE credits are noted with an asterisk. 2008-09, and 2009-10 as well as Outstanding 1L Night Writing Professor for 2001-02 and 2002-03. Professor Sobol CLE is also approved for 6.0 hours of Civil Trial Law by the began private practice with a large firm in Dallas and Texas Board of Legal Specialization. opened his law partnership in 1992. Professor Sobol’s practice consisted primarily of bankruptcy-related work. 8:30 TO 9:45 AM *Session C - Ethical Considerations and eDiscovery Issues *Session A – Technology and Ethics: Inadvertent Disclosure with the Internet, Social Media, & Cybersecurity of Confidential Information Peter Vogel, Esq. Tammy Middleton, Esq. All evidence is now electronic and paralegals and law- With the growth of digital media, the opportunity to in- yers have ethical responsibilities to understand eDiscovery. advertently disclose client confidential information has Since all clients and paralegals rely on the Internet to store increased. Ms. Middleton will discuss the ethical rules out- evidence, communicate by email, and use social media, lining the treatment of confidential information and discuss in the wake of reports of cyber-attacks, the vulnerability practical tips guiding paralegals in helping their supervising was not so clear. As a result of reports for the governments attorney in maintaining confidentiality. in the United States and around the world, lawyers now need to be vigilant to protect their law firms and clients. Tamara “Tammy” Middleton is a General Attorney at BNSF Railway Company. In Peter Vogel chairs both the Electronic her position at BNSF, Ms. Middleton serves Discovery Group and the Internet, eCom- as regional claims counsel for the Central merce, & Technology Team at Gardere, Region and is responsible for BNSF per- where he helps clients maneuver business sonal injury claims litigation – focusing on FELA, crossing and technology issues through the legal accident, derailment, and trespasser cases. Prior to join- mazes of electronic evidence, social ing the claims team this past April, Ms. Middleton oversaw media, intellectual property, contracts, and assisted with a broad portfolio of commercial litigation government regulation, and litigation. He assists many cli- ranging from large-scale multi-party litigation to smaller ents with ESI (Electronically Stored Information) issues and cost-recovery matters and contract disputes. She also related creation, development and implementation of re- provided counseling to a broad array of internal BNSF cli- cords retention policies. ents regarding commercial matters, risk avoidance and pre-litigation negotiation strategies. Before she joined Session D - Domestic and International Trademark BNSF, Ms. Middleton was a member of the Trial Practice Prosecution Tips group at Jones Day in Dallas, Texas. She is a graduate of Molly Buck Richard, Esq. SMU’s Dedman School of Law in Dallas, Texas. This topic will cover some tips for successful trademark pros- Session B – Writing Persuasively for Paralegals ecution through the USPTO, including when to file based Neil Sobol, Esq. on use or intent to use, selecting appropriate specimens, Learn by doing. Professor Sobol will present an interac- and arguing around various rejections. Additionally, it will tive and entertaining approach to writing persuasively. cover some filing strategies outside the United States,- in Participants will learn effective techniques to make persua- cluding pros and cons of broadened descriptions of goods sive arguments even when representing unsympathetic or services in various countries. parties. Molly Richard is the founding partner of Neil L. Sobol is the Director of Legal Analysis, Richard Law Group, a certified women Research & Writing and an Associate owned business, located in Dallas, Texas. Professor at Texas A&M University School Ms. Richard has practiced exclusively in of Law. In addition to teaching Legal the field of trademark and copyright law Analysis, Research & Writing, Professor since 1981 and was named one of the Sobol teaches Legislation & Regulation Top 250 Women IP Lawyers for 2013 in and Elements of Legal Studies. He joined the full-time Managing Intellectual Property, one of Texas’ Top 50 Female law faculty at Texas Wesleyan University in 2003 after Attorneys in 2008 and 2013, and one of the Top 100 Attorneys

6 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org EDUCATION SESSIONS in Texas in 2013 in Texas Monthly. She was also selected as Session G – Federal Appellate Law: Formatting Briefs, one of the top trademark attorneys in the world in the 2001 Hyperlinking, Table of Contents through 2013 editions of World Trademark Review and has Hilaree A. Casada, Esq. been named a Texas Super Lawyer every year since 2003. Ms. Casada will walk you through the process of properly for- matting and e-filing an appellate brief in the federal appellate courts. This presentation will include an update on recent de- 10:15 TO 11:30 AM velopments and rules related to e-briefs, as well as tips and best practices for creating an e-brief that is easy to read and Session E – Consumer and Collection Law easy to navigate through the use of hyperlinked Tables of Doug Scott, Esq. Contents, Tables of Authorities, appendices, record citations, and citations to legal authorities. Mr. Scott’s presentation concentrates on collecting on or enforcing judgments: abstracts of judgment, post-judg- Hilaree Casada is a Senior Attorney in ment discovery, garnishments, writs of execution, turnovers the Appellate Law section of Cowles & and receiverships. Thompson, with her practice principally Board Certified in Consumer and focusing on the areas of civil appeals and Commercial Law by the Texas Board of litigation support. Ms. Casada is Board Legal Specialization, Mr. Scott litigates Certified in Civil Appellate Law by the Texas matters in state and federal courts. His Board of Legal Specialization. particular expertise in domestication of foreign judgments and writs of garnish- *Session H – Focus on Paralegal Ethics – Panel ment have attracted sizable national Kristen Hensley, Esq., Brian Webb, Esq., Kay Redburn, Justice businesses, such as Dollar Rent a Car, Oak Street Funding, Kerry Fitzgerald and Hertz Equipment Rental to refer their Texas litigation Professionalism and ethical behavior require more than merely to him. Mr. Scott handles a large volume of collections avoiding the violation of laws and rules. This panel will discuss matters from diverse areas of businesses located in all ar- Paralegal Ethics as it applies to the practice of law, specifically eas of the country, including garment bag manufactures, corporate and family law, and in the Courtroom. As part of this churches, record labels, country clubs, tarp producers, panel, there will be a discussion on some of the challenges that formwork providers, and car dealerships. paralegals face in various areas including corporate in-house environments and how to overcome these challenges. The at- Session F – Witness Interviews and Techniques for torneys and paralegal on the panel will also address preserving Paralegals Stephen E. Fox, Esq. confidentiality, and paying attention to details.

Mr. Fox will provide guidance on how paralegals can assist The presentation will cover three topics. The first may be their attorneys in preparing witnesses for testimony. His pre- generally called “Integrity,” and it will encompass subtop- sentation will focus on techniques that the paralegal may ics such as truth versus “spin” and honesty in dealing with use to ensure that witnesses are fully-prepared. money. The second may be generally called “fear,” and it concerns both the paralegal’s fears (overstepping the Stephen Fox is a Principal in the Dallas office of Fish line into the unauthorized practice of law and “understep- & Richardson, and chairs the firm’s ping” by falling short of what is expected of him or her) and Commercial Litigation Practice Group. how the paralegal can help the overcome client’s fears. Mr. Cox has spent more than 25 years The third topic will be “The Courtroom” and will cover the representing clients in boardrooms and various ways in which a paralegal can aid lawyers and an- courtrooms across the country, focusing ticipate problems in the courtroom setting. on complex commercial and employ- ment litigation and counseling, particularly Justice Fitzgerald has served as a Justice in the areas of trade secret theft, corporate espionage, un- on the Fifth District Court of Appeals since fair competition, collective and class actions, employment original appointment by then Governor discrimination, and wrongful termination. George Bush in 1999. Previously, Justice Fitzgerald served as Trial Section and Chief of the Appellate Section of the Dallas County District Attorney’s Office.

7 CONTINUING LEGAL EDUCATION

Kristen Hensley has over ten years of legal Session J – Everything a Paralegal Wants to Know About FOIA experience with the last four years spent Abigail Moore, Esq. working in-house. Over the past ten years, Information held by federal agencies and governmental en- Ms. Hensley has spent a substantial amount tities is often relevant to case assessment, litigation strategies, of time providing advice and guidance to and overall business strategies. As a result, corporate and clients on multiple business issues including law firm paralegals are sometimes called upon to make re- formation, day-to-day operations, and ter- quests for information under the Freedom of Information Act. mination of various legal entities. This presentation will give an overview of the Act, and give practical tips about navigating the FOIA process, including Brian Webb is an attorney with The Webb considerations in crafting requests and in dealing with federal Family Law Firm and an Adjunct Professor entities once a request has been made. on Texas Matrimonial Property at Southern Methodist University Dedman School of Abby Moore is a senior counsel in the Law. He has been listed as one of the Best business litigation and dispute resolution Lawyers in America, the Top 100 Texas Super practice group of Locke Lord LLP. Ms. Lawyers (Texas Monthly), Top 100 Dallas/Fort Moore’s practice provides high-quality Worth Super Lawyers (Texas Monthly), Best Lawyers in Dallas legal representation and services to clients and Best Family Lawyers in Dallas (Texas Monthly). involved in commercial litigation and arbitration in a broad range of industries, Ms. Redburn has been a Board Certified and in particular, the banking, financial institutions, and Paralegal in Family Law by the Texas Board consumer finance industry, the business technology and of Legal Specialization since 2003. She has telecommunications industry, and the insurance industry. been a Senior Paralegal to Brian L. Webb at The Webb Family Law Firm, P.C. since 1996. Session K – Demystifying CM/ECF in U.S. District, Bankruptcy Ms. Redburn served as the NFPA Ethics and and Appellate Courts Professional Responsibility Coordinator from Pamela J. Starr, CBA, J.S.M. 2005-2007, is a Founding Member of the Paralegal Advisory Whether you are new to CM/ECF or a veteran user, this Commission in Family Law to the Texas Board of Legal seminar will demystify some of the intricacies (or perhaps Specialization, which was in 1993, and ultimately served as annoyances) of the e-filing and file management platform the Chair of the Committee in 2007-2011 and again from 2013 utilized by the U.S. District, Bankruptcy, and Appellate Courts. to the present. She has served in many roles on various com- Learn valuable tips, tricks, and best practices for successful, mittees related to the paralegal profession and family law. and painless, e-filing.

1:00 TO 2:15 PM Pamela J. Starr, CBA, J.S.M., CEO & Paralegal Extraordinaire of STARR Session I – An Overview of Patent Prosecution and the AIA for Paralegals, LLC, provides 21st century Paralegals paralegal support to attorneys throughout Edwin S. Flores, Esq., Ph.D. the United States in Bankruptcy & Creditors’ Dr. Flores will present an overview of patent prosecution and Rights, Commercial Transactions, UCC, the American Invents Act (AIA) for paralegals. The presenta- and all things ECF. Ms. Starr, a daughter tion will include practical tips regarding patent prosecution of the GSOT, serves on NFPA’s Ethics Board, blogs as her al- under the AIA. ter-ego Pamela the Paralegal, provides Career Mitigation© services to transitioning professionals at ‘Sessions with a Starr’, Dr. Flores is the managing partner and and attends grad school. founder of the Intellectual Property law firm of Chalker Flores LLP in north Dallas where he Session L – Drafting Promissory Notes focuses his practice on biotechnology pat- Emeline Yang, Esq. ent law. Dr. Flores helps universities, individual This presentation will provide an overview of certain key ele- inventors, small and medium companies ments of a promissory note and several of the issues related to protect their intellectual property via patents, trademarks, the drafting of this “simple” instrument. copyrights, trade secrets and contracts. He also works with trial lawyers as a consultant in patent litigation matters.

8 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org EDUCATION SESSIONS

Emeline Yang is a Shareholder with Mr. Flowers, a director of the Firm, practic- Winstead. Ms. Yang has been involved in a es in the Litigation, Environmental, Energy, wide variety of commercial lending trans- Construction and Insurance Sections, and actions on behalf of lending institutions has significant experience drafting - con and business entities in various industries tracts and litigating contractual disputes. For since 1995. She has been a member of more than 20 years, Mr. Flowers has aggres- Winstead’s Finance & Banking practice sively represented clients in prosecuting and since she joined the firm in 1997. defending against claims in both state and federal courts, and in a diverse number of matters. 2:45 TO 4:00 PM Session P – Comparison of International and Domestic *Session M – No, She Did Not Just Say That? Role Playing with Corporate Entities Ethics (acted out by Committee Members) Wilson Chu, Esq., Simon Raftopoulos, Esq., and Stephen Marsha Griggs, Esq., Moderator James, Esq. Ms. Griggs has many years of experience teaching para- As the world gets smaller and flatter, Cayman and other legals and teaching ethics. She will host a panel of offshore countries occupy more and more boxes in the cor- paralegals acting out ethics skits and critique each situation. porate structure. But it takes more than a Texas Two-Step to navigate the twists and turns of unfamiliar corporate formali- Marsha Griggs is the Assistant Dean for ties of offshore companies. Our expert panelists will give you Academic Support and Bar Readiness the survival kit essentials to offshore companies that will make at Thurgood Marshall School of Law. Ms. you the hero of your next global transaction, worthy of a CEO- Griggs has more than 14 years of experi- appreciation trip to the beaches of Bermuda. ence with standardized test and bar exam Wilson Chu is a partner in the Dallas office preparation. Prior to joining the Thurgood of K&L Gates, LLP and serves as global co- Marshall School of Law, Ms. Griggs served head of the firm’s M&A Practice Group. on the faculty at Collin College where she chaired the His practice focuses on United States Business Administration and Paralegal Studies departments. and cross-border M&A and other strate- Session N – An Overview of the Hague Convention on the gic transactions for clients ranging from Service Abroad of Judicial and Extra-Judicial Documents Fortune 500 serial acquirers to private eq- in Civil and Commercial Matters, the Legalization and uity funds to high- growth, high-impact emerging technology Authentication of Foreign Public Documents companies in the United States and abroad. Bruce Akerly, Esq. Simon Raftopoulos is a partner and a Mr. Akerly will explore the procedure for obtaining service member of the Corporate Finance and of process outside the United States and strategies relating Insurance teams of Appleby in the Cayman thereto. Islands. He joined Appleby in 2006 and was Mr. Akerly is a partner at Cantey & Hanger made partner in 2009. Mr. Raftopoulos LLP, where he heads the firm’s Creditors’ represents clients in a wide variety of cor- Rights, Restructuring & Bankruptcy Practice porate finance transactions, including Group. His primary areas of practice in- private equity and fund finance, joint ventures, mergers, ac- clude commercial litigation, bankruptcy quisitions, leveraged buyouts, initial and secondary public and financial restructuring, and creditor offerings, structured finance, asset securitizations and private rights. Mr. Akerly is a frequent writer and placements of equity and debt securities. He also represents lecturer in the areas of commercial litigation and proce- clients on large insurance transactions. dure, creditor rights, collection of debts and judgments, and Stephen James is Managing Partner of the insolvency proceedings. London office of Appleby and group team leader of the Banking & Asset Finance Session O – Litigation Update – FRCP team within the Corporate & Commercial Bruce Flowers, Esq. practice group. His practice includes all This will be a discussion encompassing both statutory up- aspects of corporate and commercial law dates and updates through case law interpreting Federal with specialist expertise in securitizations, Procedure. Also, Mr. Flowers will look at how these updates inversions, reorganizations, and mergers and acquisitions of affect the different geographical regions. private and public companies.

9 CONTINUING LEGAL EDUCATION

HOTEL CONTACT INFORMATION GROUP TRANSPORTATION The Fairmont Dallas GO Yellow Checker Shuttle of Dallas is offering a 1717 N. Akard Street special rate for the NFPA Convention when using Dallas, TX 75201 their pre-registration service. Visit http://www. yellowcheckershuttle.com/nfpa for details! RESERVATIONS MUST BE MADE BY SEPTEMBER 17 TO RECEIVE THE NFPA RATE AND TO ENSURE AIR TRANSPORTATION AVAILABILITY! NFPA is pleased to partner with American Airlines for discounted travel to the NFPA Convention. Make your reservations by calling 800-441-1414. Identify yourself with the NFPA 2014 Annual Book your discounted fare online at www.aa.com/ Convention. group. Search for your flight and enter the Promotion Code 57H4BQ. HOTEL ACCOMMODATIONS You may also call American Airlines reservations at Making its home in the Dallas Arts District, the Fairmont 1-800-433-1790. A $25 ticketing charge will apply. Dallas is just minutes from the Central Business District and the Financial District. Outstanding cultural and entertainment activities abound in The Arts District, as well as the nearby West End Historic District, Victory NFPA GIVES THANKS TO OUR Plaza (home of the American Airlines Center) and 2014 CORPORATE PARTNERS West Village, all known for their shopping and lively restaurants. Guest room amenities include a spacious PRESIDENT LEVEL desk, multi-line telephone with voice mail, On- Command Video featuring 24-hour in-room movies esquiresolutions.com and games, new premium pillow-top mattresses, 800.211.DEPO

goose-down or hypoallergenic pillows, iron with AMBASSADOR LEVEL ironing board, coffee/tea and maker, plush terry robes, in-room safety deposit boxes and refreshment center. Enhanced technology adds another level of convenient luxury through new high-definition, flat-screen televisions in every room and wireless high-speed Internet access throughout the hotel. PATRON LEVEL The group rates are as follow: $179 plus tax Single/Double $199 plus tax Triple $229 plus tax Quad

To prevent complications upon check-in, please FRIEND LEVEL provide all guest names when making your reservations.

10 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org 2014 NFPA ANNUAL CONVENTION REGISTRATION FORM

• ONLINE from NFPA’s website at www.paralegals.org using your credit card. • FAX your completed form with credit card payment to (425) 771-9588. Our fax line is open 24 hours a day. • Mail your completed form with check or credit card payment to: NFPA, 23607 Highway 99, Suite 2C, Edmonds, WA 98026

PERSONAL INFORMATION Name:______Certification:______Local Association: ______Employer:______Daytime Phone:______Mailing Address:______E-mail:______City:______State:______Zip:______CHECK WHERE APPLICABLE: o This is my first NFPA Convention o This is my first NFPA Convention as a Delegate o I am attending the First Timers’ meeting o I am attending the Region Meetings o I am attending the Student Workshops o I am attending NFPA Workshops o I am attending the Treasurer’s Meeting (members only)

2014 DEMOGRAPHICS SURVEY Please take a moment to let us know a little about the work you do. This information will only be used anonymously and in aggregate and will help our future Conventions be more relevant for those attending. You may select more than one area of law if applicable. o Bankruptcy o Intellectual Property o Corporate o Corporate/Business o Labor/Employment o Government/Military o Criminal o Personal Injury o Law Firm o Domestic Relations/Family Law o Real Property o Freelance/Contract o Environmental o Other______o Other______o Estate

REGISTRATION FEES EARLY BIRD REGULAR TOTALS BEFORE 8/9 BEFORE 9/9 (After 9/9 add $20) Thursday Education Seminars Member All-Day Rate (includes lunch) $230 $245 $______Non-Member All-Day Rate (includes lunch) $265 $285 $______Member Half-Day Rate (seminars only) $145 $155 $______Non-Member Half-Day Rate (seminars only) $175 $185 $______Student Half-Day Rate (seminars only) $95 $105 $______Student Individual Sessions (morning only) $50.50 $______Member Individual Sessions $77.50 x___(Quantity) $______Non-Member Individual Sessions $92.50 x___(Quantity) $______

Policy Meeting Local Association Delegates $255 $270 $______(Primary & Secondary only) Local Association Officers $255 $270 $______(Permission of Local Association Required) Policy Meeting Observer (Member) $ 75 $ 80 $______Policy Meeting Observer (Non-Member) $200 $220 $______Policy Meeting Observer (Student) $ 25 $ 45 $______Policy Meeting Observer No Charge $______(DAPA/NFPA Non Delegate Coordinators) o I require AC power at the Policy Meeting

REGISTRATION FEES, CONTINUED... 11 REGISTRATION FORM CONTINUED

Lunch & Events (indicate number of people for each event)

o Member $40 o Thursday x ____ o Friday x ____ o Saturday x ____ $______

o Non-Member $50 o Thursday x ____ o Friday x ____ o Saturday x ____

o Student Lunch $30 o Thursday x ____ $______

o Friday Social Event $67 x ____ $______

o I will participate in Denim Up! (Minimum $5 donation) $______

o NFPA 40th Anniversary T-Shirt $22 Unisex Size: o S o M o L o XL o XXL o XXXL $______

Total Registration $______

Dietary Restrictions What do the caterers need to be aware of? (e.g. vegetarian, peanut allergy, gluten free, diabetic) Dietary Restrictions (if applicable) ______

Education Seminars (please choose your education sessions, listed in this brochure) (Thursday-8:30am-9:45am): o A o B o C o D (Thursday-10:15am-11:30am): o E o F o G o H (Thursday-1:00pm-2:15pm): o I o J o K o L (Thursday-2:45pm-4:00pm): o M o N o O o P

PAYMENT INFORMATION (There are additional fees for registrations received after September 8, 2014 as stated above)

o Enclosed is my check - OR -

Charge the specificied amount to my: o VISA /MasterCard o American Express Total $______Card #:______Exp Date:______CVV:______Billing Zip Code: ______Signature:______

SUBSTITUTIONS, CANCELLATIONS & REFUNDS

If you cannot attend you may send a substitute. Requests for substitution must be submitted in writing by e-mail, fax, or regular mail. If you must cancel, requests must be made in writing by e-mail, fax, or regular mail. Cancellations received on or before Monday, September 9, 2014 are subject to a $50.00 Fee. Cancellations received after Monday, September 9, 2014 will forfeit all fees.

NFPA reserves the right to photograph and/or videotape the proceedings at the 2014 Annual Convention & Policy Meeting and to use the images for educational and promotional activities without compensation.

12 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org SAVE THE DATES!

2015 Annual Convention & Policy Meeting October 8-11, 2015 Waikiki Beach Marriott Resort & Spa Honolulu, Hawaii

2016 Annual Convention & Policy Meeting October 20-23, 2016 Hilton Burlington Burlington, Vermont

2017 Annual Convention & Policy Meeting New Orleans, Louisiana

NFPA’s 2015 Joint Conference (Regulation, Leadership and Certification Ambassadors) will take place on May 1-3, 2015 in Portland, Oregon – the City of Roses! Hosted by the Oregon Paralegal Association, it will be held at the Standard Insurance Center in downtown Portland. Make your plans to join NFPA and many local leaders in attendance to network, learn about new developments in paralegal regulation and See Your Career and Leadership Opportunities Blossom! More information will be posted in the fall after Convention, check the NFPA website for updates. If you have any questions, please contact: [email protected].

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