Convention Program

PARALEGALS SHINE in the EMERALD CITY

NFPA Annual Convention Seattle, WA October 25 – 28, 2018

National Federation of Paralegal Associations

2018 Annual Convention and Policy Meeting October 25 - 28, 2018 Seattle, WA

Proudly Hosted by the Washington State Paralegal Association

NFPA Convention 2018 - Table of Contents

Schedule - Thursday, October 25...... 4 New PCCE Registered Paralegals...... 18 Schedule - Friday, October 26...... 5 New PACE Registered Paralegals...... 19 Schedule - Saturday, October 27...... 6 Continuing Legal Education Sessions...... 20- 28 Schedule - Sunday, October 28...... 7 Workshops - Thursday, October 25...... 29 WSPA 2018 Annual Convention Friday Evening Social...... 31 and Policy Meeting Committee...... 7 Convention Charity...... 33 About WSPA...... 7 Annual Convention Sponsors...... 34 General Convention Information...... 9 Annual Convention Exhibitors...... 36 2018 Annual Convention Planning Committee...... 9 New Discount Program for Members...... 41 Welcome From NFPA Board Of Directors...... 11 Save the Dates...... 42 Welcome From WSPA...... 13 Using The Convention App...... 43 Welcome from Governor Inslee...... 15 Hotel Maps...... 44 Welcome From Seattle Southside...... 17

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SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 3 SCHEDULE - THURSDAY, OCTOBER 25 Thursday, October 25 Location

7:30 am – 5:00 pm Registration ...... Emerald Foyer 7:30 am – 8:30 am Continental Breakfast ...... Emerald DEF sponsored by Tousley Brain Stephens PLLC 7:30 am – 7:00 pm Exhibit Hall Open ...... Emerald DEF 8:30 am – 9:45 am Concurrent Education Sessions Session 1A: Effective Use of Evidence at Trial...... Crystal B sponsored by Soha & Lang, P.S. Session 1B: How to Let the Government Make You the Most Valued ...... Crystal C IP Paralegal in the Office Session 1C: UCMJ Military Justice Act of 2016...... Mercer A Session 1D: The First Expansion of Paralegal Roles...... Crystal A sponsored by United Corporate Services, Inc. 9:45 am – 10:15 am Morning Break + Visit with Exhibitors ...... Emerald DEF sponsored by Legalinc 10:15 am – 11:30 am Concurrent Education Sessions Session 2A: Utilizing Social Media to Strengthen Your Case...... Crystal B Session 2B: Immigration Reform: DACA Update...... Crystal C Session 2C: Cultural Competency and the Law...... Mercer A sponsored by Lane Powell Session 2D: Legal Technicians: The Future of the Legal Profession...... Crystal A 11:30 am – 1:00 pm Networking & Recognition Luncheon...... Emerald ABC sponsored by Forsberg & Umlauf, P.S. 1:00 pm – 2:15 pm Concurrent Education Sessions Session 3A: Litigation in a Field of Weeds...... Crystal B Session 3B: Prosecuting US Trademark Registration Applications...... Crystal C sponsored Miller Nash Graham & Dunn Session 3C: Courthouse Facility Dogs: Justice with Compassion...... Mercer A Session 3D: Violence Against Women Act and Indian Country...... Crystal A 2:15 pm – 2:45 pm Afternoon Break + Visit with Exhibitors ...... Emerald DEF sponsored by Intoxalock 2:30 pm – 4:00 pm Student Workshop: Legal Etiquette and Courtroom Decorum...... Mercer B sponsored by Highline College 2:45 pm – 4:00 pm Concurrent Education Sessions Session 4A: 3 Hot Topics in E-Discovery...... Crystal B Session 4B: Representing Immigration Clients in a Changing Political Climate...... Crystal C Session 4C: Own Your Own Brand...... Mercer A Session 4D: Legal Ethics in Civil Litigation and Intellectual Property...... Crystal A 4:15 pm - 5:30 pm Workshops Workshop A - Failing at The Finish Line: How Law Firms Lose Prospective Clients at The Front Door...... Mercer A Workshop B: Show Me the Money: Recruiting and Retaining Vendor Partners...... Mercer B 5:30 pm – 7:00 pm Exhibitors’ Reception ...... Emerald DEF sponsored by Legalinc and Zen Couriers 7:00 pm – 10:00 pm Board of Directors’ Meeting ...... Crystal A

PAGE 4 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | SCHEDULE - FRIDAY, OCTOBER 26 Friday, October 26 - Denim for Dogs! Location

7:00 am – 5:00 pm Registration ...... Emerald Foyer 7:00 am - 8:30 am Continental Breakfast ...... Emerald DEF sponsored by Lane Powell PC 7:00 am – 12:00 pm Exhibit Hall Open ...... Emerald DEF 7:30 am – 8:30 am Policy Floor Primer ...... Crystal A 8:30 am – 10:15 am NFPA Region Meetings (Members Only) Region I ...... Crystal B Region II ...... Crystal C Region III ...... Mercer A Region IV ...... Mercer B Region V ...... Orcas 10:15 am – 10:45 am Morning Break + Exhibitor Door Prize Drawings ...... Emerald DEF sponsored by TSG Reporting 10:45 am - 11:45 am NFPA Region Meetings (Members only - same rooms as morning meetings) 11:45 am – 12:45 pm Keynote Luncheon with Rob McKenna, Orrick...... Emerald ABC 12:55 pm – 1:30 pm Meet the Candidates Panel (Members Only) ...... Crystal A 1:45 pm – 3:45 pm NFPA Region Meetings (Members only - same rooms as morning meetings) 4:00 pm – 5:00 pm NFPA Treasurer’s Meeting (Members Only)...... Crystal A 5:00 pm – 5:30 pm Load Busses for Social Event...... Hilton Driveway transportation sponsored by T-Scan 6:00 pm - 10:00 pm Social Event ...... Edgewater Hotel sponsored by Robson Forensic Saturday and Sunday schedule on next page... CT Corporation

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SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 5 SCHEDULE - SATURDAY, OCTOBER 27

Saturday, October 27, 2018 Location 8:00 am - 5:00 pm Registration ...... Emerald Foyer 8:00 am - 9:00 am Breakfast ...... Emerald Foyer sponsored by Fidelty National Title 9:00 am Commencement of Policy Meeting Color Guard and Pledge of Allegiance...... Emerald EF Introduction of Board Members and Special Guests | Certification Recognition 9:15 am NFPA Memoriam 9:25 am Association Roll Call | Credentials Report | Adoption of Standing Rules of Order Adoption of Agenda | Notification of Meeting Minutes Committee 9:35 am Welcome and Annual Convention Report 9:45 am State of the Federation Address 9:55 am Association Recognition Program Presentation 10:00 am Robert’s Rules of Order 10:05 am Report of Nominations Coordinator | Call for Nominations Introduction of Candidates and Candidate Statements Balloting for Board of Director Positions 10:30 am – 10:45 am Break ...... Emerald Foyer sponsored by Swinomish Casino & Lodge 10:45 am Call for Nominations - Region Directors 10:50 am Region Meetings to Elect Region Directors 11:00 am Announcement of Election Results 11:15 am Military Presentation 11:30 am Report on the Thursday Evening Board Meeting | Presentation of Consent Calendar Vote on Consent Calendar | Discussion and/or vote on items removed from Consent Calendar | Agenda Topics 12:00 pm – 1:30 pm Lunch - Presentation of Awards...... Emerald ABC • Certification Ambassador Award sponsored by API • Individual and Association Pro Bono Public Awards • NFPA – Thomson Reuters Scholarships sponsored by Thomson Reuters • Paralegal of the Year • Local Outstanding Leader Award • The Honorable William R. Robie Award • PACE Scholarship sponsored by PEG • PCCE Scholarship sponsored by PEG • Justice Champion Award 1:30 pm Strategic Planning Committee Report 1:45 pm Ad Hoc Committee on State of the Profession Report 2:00 pm Agenda Topics 3:15 pm – 3:30 pm Break ...... Emerald Foyer sponsored by Stewart Title Guaranty Company 3:30 pm Agenda Topics 5:30 pm Adjourn for the Day Region Dinners (see your region director for details)

PAGE 6 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | SCHEDULE - SUNDAY, OCTOBER 28

Sunday, October 28, 2018 Location 8:00 am - 9:00 am Breakfast ...... Emerald Foyer 9:00 am Call to Order and Color Guard Closing Ceremony...... Emerald EF 9:05 am Adoption of the 2019 Budget 9:15 am Agenda Topics 10:30 am – 10:45 am Break ...... Emerald Foyer 10:45 am Passing of the Torch to 2019 Annual Convention Host Coordinator 11:00 am Agenda Topics 12:45 pm Installation of Officers and Board of Directors 1:00 pm Adjourn 3:00 pm - 10:00 pm Board Meeting ...... Orcas

WSPA 2018 Annual Convention and Policy Meeting Committee Host Coordinators Convention Planning Committee WSPA Board of Directors Theda Yandell, RP Diana Brechtel Sarah Eisenhauer Pam Hokanson Karen Booth Theda Yandell, RP Selby Coffin Rebecca Horst Brenda Cothary Debra Smith Tami Hamalian Pam Hokanson Christine Haselden Misty Carman, RP Mary Elaine Hatcher Jill Cornaggia Stella Hoffmann Heidi Shires Chuck Horst Suzanne Roman Jay Jenkins Wendy Otto, RP Kristin Penn

About WSPA The Washington State Paralegal Association (WSPA) is a not-for-profit Current Chapters: professional organization formed in 1975 to support and promote East King County Chapter - includes the the paralegal profession, and to provide a forum for addressing the section of King County between Lake Wash- paralegal needs, interests and responsibilities in the State of Wash- ington and the Cascades ington. Northwest Chapter - includes Island, Skagit WSPA is organized into geographical Chapters. The Chapters hold and Whatcom Counties meetings and educational events at central locations accessible to the members in that Chapter Seattle Chapter - includes Downtown Seattle area. Chapter membership is not and surrounding areas exclusive and the geographical Snohomish Chapter - includes all of designations are intended only Snohomish County as guidelines, not restrictions. South Puget Sound Chapter - includes all of Any WSPA member is welcome Pierce, Thurston and Kitsap Counties to attend activities sponsored by any Chapter, and in most cases Spokane Chapter-includes City of Spokane non-members are welcome. and surrounding areas

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PAGE 8 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | GENERAL CONVENTION INFORMATION

Convention Seminar Room Rules closest to the observer section and • If you need to have a side discussion, • Please turn off your cell phone or wait to be recognized by the President please consider your fellow delegates place it in silent mode. If you have to before speaking. and either leave the room or consider take a call, kindly step outside the • Please remain quiet while someone waiting until later. room to avoid disturbing the other else is speaking at the microphone so • When you go to the microphone to attendees. that all can hear what is being said. speak, wait until the President recognizes you before you begin speaking, • If you are unable to hear the speaker, • If you cannot hear what is being said and always state your name, position, please speak to the room monitor. by the speaker because of excessive noise, etc., stand up and say, “Mad- and local association first. • Remember you must sign in and am/Ms. President, I rise to a Question sign out of each CLE session you are of Privilege affecting the assembly.” attending. When the President recognizes you, • Please complete the evaluation explain the problem. emailed to you after the convention. • If you do not understand • There will be sufficient time at the con- what is going on or what is being dis- clusion of each seminar to allow you to cussed, ask for a “Request for Infor- walk to the next scheduled seminar. mation,” then explain your confusion. General Convention Information • If you are not currently a member of a local paralegal association, please see a representative at the registra- NFPA 2018 Convention tion table for additional membership Planning Committee information.

• We encourage you to visit the exhibi- NFPA and the Washington State Paralegal Association say tors in the Exhibit Hall – a great way to “thank you” to the following volunteers for their time and meet experts in the industry willing to chat with you about your needs. efforts in serving on the 2018 Convention Planning Committee: • For information related to local restaurants, local area attractions and Cherylan Shearer, IRP, Secretary & Director of Operations sightseeing, speak with someone at the Washington State Paralegal Asso- Jessica Kubiak, RP, Convention Coordinator ciation table. Lisa Lynch, CRP, Vice President & Director of Marketing • You will need your name badge to Mindi Shaffer, M.S., RP, OSBA, AACP, Vice President & Director attend all events. Respective meal and of Profession Development optional event tickets are included in your registration packet. Tickets must Ronell Badua, Director, Region 1 be presented to ticket-takers for all Valerie Wilus, RP, Pa.C.P., NFPA President ticketed events. Lisa Vessels, RP, CP, FRP, Board Advisor • Dress is business attire for all activities except at optional events, Pam Hokanson, 2018 Seattle Co-Chair where dress is casual. If you make a Theda Yandell, RP, 2018 Seattle Co-Chair minimum $5 donation to Courthouse Dogs, you may wear jeans on Friday. Sarah Eisenhauer, 2018 Seattle, WSPA President Policy Meeting Rules Deb Mabry, 2019 Rochester Chair • Business attire. Shorts, jeans or open- Bobbi Ahearn, 2019 Rochester, PAR President backed clothing are not permitted. Amy Conrad, 2020 Minnesota Chair • Cell phones must be turned off. Jamie Holzer, MnCP, 2020 Minnesota, MPA President • Only credentialed delegates are allowed on the policy floor; observers Tom Holmes, RP, 2021 Oregon Chair must remain in the observer section. Leah Aldred, RP, OCP, 2021 Oregon, OPA President • An observer wishing to speak to a sub- Amanda Bureau, NFPA Executive Director ject that is being addressed by the del- egation should go to the microphone Natalie Shryock, NFPA Certifications & Meetings Manager

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 9

WELCOME FROM NFPA BOARD OF DIRECTORS 2017-2018

Dear Annual Convention Attendee: Welcome to the National Federation of Paralegal Associations, Inc.’s 2018 Annual Convention and Policy President Meeting (Convention). NFPA’s 44th Convention is hosted Valerie Wilus RP, Pa.C.P. by the Washington State Paralegal Association (WSPA). A special thanks to all the committee members of WSPA for their hard work helping Secretary and Director of NFPA to show how “Paralegals Shine in the Emerald City” of Seattle, WA. While Operations at the convention remember to share your photos and experiences on Facebook Cherylan Shearer, IRP using #NFPASeattle2018. And while you’ll find the program book a useful ref- Treasurer and Director of Finance erence, we are also using the Convene app again this year. Instructions are on Barbara Peppersack page 43. NFPA’s core purpose is to promote a global presence for the paralegal profession Vice President and Director of and leadership in the legal community. NFPA endorses the implementation of Marketing paralegal regulation to establish standards for all paralegals on a state-by-state Lisa Lynch CRP basis insofar as its implementation is consistent with NFPA’s mission statement Vice President and Director of and expands the utilization of paralegals to deliver cost-efficient legal services. Membership Further, NFPA supports unity within the paralegal profession. To that end, NFPA Yvonne DeAntoneo maintains and promotes interaction with other paralegal associations and members of the legal community. Vice President and Director of NFPA is a member-driven organization. Most of NFPA’s members are through lo- Paralegal Certification Nita Serrano RP cal member paralegal associations. Individual membership in any of our member associations includes membership with NFPA. Designed as a grassroots organi- Vice President and Director of zation, NFPA encourages individuals and representatives from member associa- Positions and Issues tions to become involved nationally by serving as a Coordinator, as a Committee Lori Boris RP, MnCP member, or as a member of the national Board of Directors. Members raise issues for research, study and review by the appointed Coordinators and ad hoc Vice President and Director of committees. The entire membership will receive a report based on the data gath- Profession Development ered by these groups. The issues may be raised during the Convention, wherein Mindi Schaefer MS, RP, OSBA, AACP the NFPA members adopt a democratic process of discussion, debate and vote to address the issues. Director – Region I Ronell Badua On behalf of the NFPA Board of Directors, I would like to extend our sincere thanks and appreciation to you for joining us at our Convention. The Convention Director – Region II offers everyone the opportunity to network with your colleagues, participate in Mianne L. Besser continuing legal education seminars and workshops, meet vendors and explore all of the new services available. Director – Region III Lori A. Wagner RP, IRP I look forward to meeting many of you personally during your attendance at our Convention. Director – Region IV Regards, Becky Reedy

Director – Region V Josie Estes Valerie A. Wilus, RP, Pa.C.P. Board Advisor NFPA President Lisa Vessels RP, CP, FRP NFPA – The Leader of the Paralegal Profession®

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Welcome!

The Washington State Paralegal Association (WSPA) is proud to welcome you to the 44th National Federation of Paralegal Associations Annual Convention and Policy Meeting.

WSPA is pleased to present 16 Continuing Legal Education classes of diverse and relevant subject matter, a student event to educate students on legal etiquette and workshops to further your skills.

We have a wide range of exhibitors anxious to visit with you and present their services to assist you with your job. Take the time to network with the exhibitors and other paralegals attending this wonderful convention and build your network of professional contacts and friends.

“Denim for Dogs” is Friday, October 26th to honor Courthouse Dogs Foundation. Courthouse facility dogs offer a calming presence to children and adults involved in stressful legal proceedings. Stop by and visit the dogs attending convention. They will make you smile.

Dynamic keynote speaker Rob McKenna served two terms as Attorney General for Washington State. His presentation on leadership will increase your leadership skills and inspire you to be a better leader.

We are looking forward to sharing the iconic Edgewater Hotel with you as the venue for the social event. The Edgewater Hotel sits on the shores of Puget Sound and offers a panoramic view of Elliott Bay, the Olympic Mountains and local islands. We hope you enjoy the phenomenal magic show while relaxing after a dinner of Pacific Northwest cuisine.

WSPA is pleased to share Seattle, the Emerald City and the State of Washington with the attendees of the 2018 NFPA Annual Convention and Policy Meeting. We hope you take in the wonderful sites and scenery of Seattle and that you leave the convention with many wonderful memories.

Thank you for attending the 2018 NFPA Annual Convention and Policy Meeting and being a part of Paralegals Shine in the Emerald City.

Theda Yandell, RP Sarah Eisenhauer Pam Hokanson WSPA President WSPA Convention Host Coordinators

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 13 Total Office Solutions

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Greetings from the Governor October 25 – 28, 2018

I am pleased to extend warm greetings to all of those attending the 2018 National Federation of Paralegal Associations (NFPA) Annual Convention and Policy Meeting. For those of you visiting us, it is a privilege to welcome you to the beautiful Evergreen State. Greetings from the Governor This forum is an excellent opportunityOctober for information 25 – 28, exchange, 2018 professional development and networking with peers from across the country. I applaud NFPA for its commitment to promoting excellence within the paralegal profession, and I trust you will all find this year’s event to be informative and well worth the time you have invested. I am pleased to extend warm greetings to all of those attending the 2018 National Federation of

Paralegal Associations (NFPA) Annual Convention and Policy Meeting. For those of you visiting I am pleased that your convention is being held in Seattle, and I hope your schedule will permit you us, it is a privilege to welcome you to the beautiful Evergreen State. to explore some of the exciting sights and attractions that make the Emerald City and surrounding

Puget Sound region a destination to remember. This forum is an excellent opportunity for information exchange, professional development and

networking with peers from across the country. I applaud NFPA for its commitment to promoting Thank you all for coming, and please accept my best wishes for a rewarding and productive excellence within the paralegal profession, and I trust you will all find this year’s event to be meeting. informative and well worth the time you have invested.

Very truly yours, I am pleased that your convention is being held in Seattle, and I hope your schedule will permit you

to explore some of the exciting sights and attractions that make the Emerald City and surrounding

Puget Sound region a destination to remember.

Thank you all for coming, and please accept my best wishes for a rewarding and productive Jay Inslee meeting. Governor

Very truly yours,

Jay Inslee Governor

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 15

WELCOME FROM SEATTLE SOUTHSIDE

welcome to Seattle Southside national federation of Paralegal

Associations!

Dear Honored Guests,

On behalf of Seattle Southside Regional Tourism Authority, I want to personally welcome you to Seattle Southside! I hope you have a chance to get out and explore the region and the Pacific Northwest. There is a complimentary welcome bag for each attendee and it includes the Seattle Southside Travel Planner, to help you discover what to do and see nearby, along with a Dining Guide listing the full- service restaurants in the Seattle Southside area. Be sure to check out the Do More Save More Passport on your smartphone for great deals at restaurants, attractions and more! Also, included is a list of points of interest at each Link Light Rail Station to explore the Greater Seattle Area.

For more area information and to purchase attraction tickets, stop by the Seattle Southside Visitor Center at the address below (3-miles north of your hotel; 1.5 blocks east of the Sea-Tac/Airport Station). Again, please enjoy your stay in Seattle Southside, and I hope you come back soon!

Have a wonderful time at the convention!

Warm Regards,

Katherine Kertzman President & CEO Seattle Southside Regional Tourism Authority 3100 S. 176th Street | Seattle, WA 98188 SeattleSouthside.com

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 17 NEW PCCE REGISTERED PARALEGALS Congratulations to the new PCCE Registered Paralegals September 1, 2017 - August 15, 2018

Danielle Algie CRP Pittsburgh PA Kevin Gorges CRP Canton GA Cassandra Petrunyak CRP Red House WV Robin Allison CRP Mundelein IL Ebony Gray CRP Mechanicsburg PA Mackenzie Phillips CRP Zion IL Kathryn Altier CRP Fort Campbell Emily Halpin CRP Chicago IL Nina Powers CRP Oak Grove KY Erica Alvidrez CRP Baltimore MD Sara Hardman CRP Winfield WV Mikail Rashid CRP Kent Saria Anderson CRP Harrisburg NC Joseph Harkins CRP Coatesville PA Edgell Ratliff CRP Elizabethtown KY Duffie Ascher CRPFort Lee VA Tricia Haske CRP Round Lake Beach IL Valerie Redanz CRP West Tisbury MA Lesli Ashley CRP Bonney Lake WA Katrina Hernandez CRP Mundelein IL Ian Reeves CRP Fayetteville NC Blake Baida CRP Saint Robert MO Carlos Jimenez CRP Mundelein IL Raynald Revolus CRP Chicago IL Kathy Bailey CRP Sacramento CA Antaun Johnson CRP Oak Grove KY Sam Salih CRP Plano TX Atasha Baptist CRP Temple TX Joshua Juneau CRP APO, AE Sandy Simerly CRP Vernon Hills IL Natalia Barrionuevo Crawford CRP Gregory Kapustin CRP Bristol WI Erin Smith CRP Vernon Hills IL Boulder CO Ronald Kimbrough CRP Fort Meade MD Allison Stoehr CRP Maple Grove MN Nicole Belanus CRP Falls Church VA Anna Kinser CRP Madison WV Crystal Taylor CRP Fort Stewart GA Jeff Bredt CRP Washington DC Colin Klawans CRP Lake Zurich IL Billy Taylor CRP Colorado Springs CO Carole Brown CRP Lakeland FL Matthew Kosta CRP JBLM WA Treasure Taylor CRP Fort Benning GA Nathan Cannon CRP Lusby MD Juanita Krepp CRP Troy TX Kristin Taylor-Karrer CRP Sacramento CA Sarah Cayten CRP Fort Drum NY Ramona Krogman CRP Plymouth MA Nathaniel Thibodeaux CRP Ellabell GA Melody Ceon CRP Killeen TX Jennifer Leblanc CRP Hainesville IL Madisen Vales CRP McHenry IL Tiakala Chang CRP Buffalo Grove IL Jennifer Lewis CRP Watertown CT Tamra Vandergriff CRP Poca WV Kevin Coates CRP Watertown NY Erica Marrow CRP Converse TX Akeela VanWright CRP St. Robert MO Lela Dawkins CRP Santa Fe NM Gwendoline Martin CRP Colorado Chantel Walker CRP Santa Barbara CA Deborah Denney CRP Colorado Springs CO Springs CO Chloe Williams CRP Lake Villa IL Carolyn Desch CRP Montpelier VT Esteban Martinez CRP Houston TX David Wilson CRP Colorado Springs CO Lisa Desposito CRP South Charleston WV Eva McElhearn CRP Brooklyn NY David Winningham CRP APO, AE Shannon Doll CRP Hawthorn Woods IL Cynthia McGovern CRP Round Lake Kelly Winship CRP Harker Heights TX Beach IL Jared Dworkin CRP Tamarac FL Leslie Wood CRP Antioch IL Yariza Mejia Dubon CRP Waukegan IL Melissa Ebling CRP Indianapolis IN Eunice Yi CRP Colorado Springs CO Michael Ehrmann CRP APO, AE Robert Mergen CRP Honolulu HI Krista Erickson CRP Mundelein IL Crista Minneci CRP Carson CA Robert Ferrie CRP Ludowici GA Jodi Moioffer CRP Plymouth WI Jesus Flores CRP Tampa FL Kristin Murphy CRP Huntington Station NY Jessica Fortin CRP Lake Zurich IL Jennifer Murphy CRP Boise ID Andrea Funez-Lynch CRP Nashville TN Michelle Ohara CRP Puyallup WA Astrid Furstner CRP Portland OR Riqui Patrick-DeWitt CRP Gaithersburg MD Annie Gagne CRP Concord NH Tequila Patterson CRP Stafford FL Ewa Gasienica CRP Wauconda IL Shelby Peavey CRP Zion IL Danielle Gauger CRP Woodbridge VA Elianys Perez CRP San Francisco CA Adrienne Gish CRP Fountain CO Edwin Perezperez CRP San Antonio Nicole Goldstein CRP Vernon Hills IL

PAGE 18 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | NEW PACE REGISTERED PARALEGALS Congratulations to the new PACE Registered Paralegals September 1, 2017 - August 15, 2018

Melissa Albert RP Renton WA Raffaela Drummer RP Dumont NJ Carolyn Merica RP Elkton VA Wayne Baker RP Granbury TX Chantel Elkins RP Boise ID Gina Miller RP Rochester MN Brenda Batson RP Henderson NV Cheryl Flannery RP Honolulu HI Diane Murphy RP Show Low AZ Kimberly Bennett RP Atlanta GA Tina Garcia RP Chicago IL Teresa Negron RP Strongsville OH Julia Bodin RP Robbinsdale MN Adrianne Guarino RP Dallas TX Kelcey Nelson RP Hattiesburg MS Elizabeth Botsford RP Poughkeepsie NY Frank Innes RP Philadelphia PA Bryn Olsen RP Minneapolis MN Lori Brinker RP Downers Grove IL Nancy Jones RP Missouri City TX Jessica Parker RP Winder GA Jered Brown RP Portland OR Sally Kapcar RP Akron OH Svetlana Peshkoff RP Washington DC David Burroughs RP Fort Worth TX Andrea Kiefer RP Pittsboro IN Elizabeth Rybicki RP Atlanta GA Misty Carman RP Puyallup WA Jena King RP Lexington KY Rhonda Sciubba RP Williamstown NJ Paul Cash RP Austin TX Jessica Kubiak RP Parma OH Deanna Sears RP Ashfield MA Anne Cunningham RP Yorktown Heights Karen Larsen RP Rochester MN Ashleigh Snyder RP Piscataway NJ NY Christine Lueders RP Rochester MN Alexa Upchurch RP Charlotte NC Lydia Deeck RP North Myrtle Beach SC Sharon Lue-Sang RP Miami FL Mark Warner RP Lake Oswego OR Crystal DeLaurentis RP Savannah GA Esteban Martinez RP Houston TX Jane Winters RP Minnetonka MN Mitzi Dodds RP Topeka KS Monica McGee RP Columbia SC

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SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 19 CONTINUING LEGAL EDUCATION

Continuing Legal Education Thursday, October 25 | 8:30-9:45 am Education Track: Litigation

Session 1A - Effective Use of Evidence at Trial (1.25 CLE) Carl Forsberg is a Shareholder with Carl E. Forsberg, Shareholder, Forsberg & Umlauf, P.S. Forsberg & Umlauf, P.S. In trial, the only goal is persuasive argument. Your use of demonstra- His defense litigation tive evidence to bolster your theory is what helps you win your case. practice emphasizes In this session you will learn why and how to better present evidence personal injury, general effectively to succeed at trial. This presentation provides tips to per- liability, analysis and suade the judge and jury by presenting your theory / theme to better counseling insurers on first and third-party explain your case. In addition, you will explore how the trial team coverage issues, also works before and during the trial to prepare and present evidence. the defense of alleged insurance bad faith matters. Carl obtained his undergraduate degree from Gonzaga University and his law degree from Pepperdine University School of Law. Carl enjoys teaching and regularly participates as an instructor for the National Institute of Trial Advocacy, in their trial practice and deposition skills training seminars, also as an adjunct professor teaching trial practice at the University of Washington School of Law. In 2011, Carl was invited to teach trial advocacy skills with Justice Advocacy Africa, in Nairobi, at the Kenya School of Law.

Education Track: IP/Immigration

Session 1B - How to Let the Government Make You the Most Valued Mark Lorbiecki is a IP Paralegal in the Office(1.25 CLE) registered patent attorney and focuses Mark Lorbiecki, Partner, Lowe Graham Jones his practice on patents, As defined by the World Intellectual Property Organization: “Intel- trademarks, copyrights, lectual property refers to creations of the mind: inventions, literary and related litigation. and artistic works, and symbols, names, images, and designs used Mark has wanted to be in commerce.” Intellectual property protection is a key underpinning a Patent Attorney since the age of fourteen of our entire economic system. But, intellectual property is by its when he read an article very nature complex and often depends on the arcane details of in Boys’ Life relating a the evolved statutory schemes. Unlike the classic lines of the law day in the life of an Ea- such as Torts or Contracts, where compliance with the substantial or gle Scout. This Eagle Scout had become a Patent essential requirements of something (as a statute or contract) that Attorney for the National Aeronautics and Space satisfies its purpose or objective is sufficient to prefect rights even Administration (NASA). The description of the day though its formal requirements are not complied with. In the stat- on the interstices between law and technology utory world of intellectual property, only strict compliance with the was breathtaking. Mark was hooked. formal requirements will be sufficient to perfect those rights. Mark has been over thirty years practicing in Se- attle and has been a partner with Lowe Graham But, the very fact that each of three of the four principal disciplines Jones since months after its formation. He is a of Intellectual Property law are tied entirely to rules and statutes bit of an anomaly in that he both practices in in order to generate or recognize rights for the client is your tool to patent, trademark, and copyright procurement meaningfully contribute in each discipline. This presentation will help and in the litigation of those same rights. you to develop the skills necessary to be the “go to” paralegal in the office. PAGE 20 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | Education Track: Professional Development

Session 1C - UCMJ Military Justice Act of 2016 (1.25 CLE) Following in the footsteps of his father Command Sergeant Major Osvaldo Martinez Jr and grandfather, CSM The speaker will present a summary of the Military Justice Act 2016, Osvaldo Martinez Jr. which was designed to improve effectiveness and efficiency of the entered the United military justice system by making structural changes that align the States Army in June court-martial process more closely with federal courts. In addition, 1993 from Lees- the speaker will also focus on the role Army paralegals play in the ville, Louisiana, and completed both Basic military justice process. Training and Advanced Individual Training at Fort Jackson, South Carolina. CSM Martinez’ previous assignments include: Chief Paralegal, 1st Army, Fort Gillem, GA; First Sergeant, The Judge Advocate General’s Legal Center and School, Charlottesville, VA; Command Paralegal NCO, 2ID, ROK; Command Paralegal NCO, 1st AD and Fort Bliss, Fort Bliss, TX, and Command Paralegal NCO, XVIII ABC and Fort Bragg, Fort Bragg, NC.

Education Track: LLLT/Ethics

Session 1D - The First Expansion of Paralegal Roles (1.25 CLE) Jennifer Ortega is LLLT #118 and began prac- Jeanne Barrens, LLLT; Pattie Reutimann, LLLT; Jennifer Ortega, LLLT ticing law in 2016. She This dynamic panel discussion will feature three of Washington’s first is a Founding Partner LLLTs discussing their journey to and through the LLLT program, their of Legal Technician business models, and serving clients as non-lawyers. We will addi- Division, PLLC, the first tionally discuss access to justice concerns, potential areas of expan- multi-legal technician sion, and areas for growth and/or improvement. law firm. The firm has offices in three locations and provides family law assistance on a sliding scale. Jennifer is also a Jeanne Barrens, Pattie Reutimann, co-founder of LLLT has been in the LLLT graduated with LegalTAP.org, a social legal field, primarily a Social Work de- enterprise formed to in Snohomish County gree from University increase access to and primarily in the of Washington and justice by promoting area of family law, continued at the the legal technician since approximately American Institute of profession. LegalTAP. 1978 (no kidding!). Paralegal Studies ob- org provides informa- She is a long-time taining her Paralegal tion about legal tech- member of NALS, the Certification. She has nicians to non-profits, Association for Legal worked as a family law government agencies, Professionals. Jeanne Paralegal for the past 26 years. and the public, and studied and received Pattie was the first Family Law/Courthouse maintains a mem- advanced certification, Facilitator for King County, assisting thousands bers-only site with re- post-college, through of Pro Se litigants in this pilot project. In 1994, sources for practicing NALS as a PLS (formerly Professional Legal Sec- Pattie was awarded Professional of the Year by legal technicians. retary) in 1988 and as a Professional Paralegal the Washington State Bar Association, Family in 2005. In 2015, she received a specialty certifi- Law Section Committee. cate in Family Law/Estate Planning. SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 21 CONTINUING LEGAL EDUCATION

Continuing Legal Education Thursday, October 25 | 10:15 - 11:30 am

Education Track: Litigation

Session 2A - Utilizing Social Media to Strengthen Your Case Roy A. Umlauf is a (.75 General & .5 Ethics CLE) shareholder with Forsberg & Umlauf, Roy A. Umlauf, Shareholder, Forsberg & Umlauf, P.S. P.S. His broad litiga- Social media (Facebook, Twitter, etc.) has had a tremendous im- tion defense practice pact on our culture. We are constantly linked to and receive instant includes catastrophic updates from our social media connections and personal informa- damages, construction tion is simple to access. In this presentation, you will learn to use claims, products and personal injury de- social media effectively and ethically in litigation. The discussion fense, premises liability, will include tips for conducting social media research and how to bad faith, legal mal- effectively use social media. This presentation will also address the practice, underinsured ethical concerns in researching and using social media to investigate motorist claims, investigation and preservation parties, witnesses and potential jurors. of evidence advice. Mr. Umlauf is an Arbitrator (UIM/King County Superior Court) and Mediator. Mr. Umlauf is a past President of Washington Defense Trial Lawyers and currently the Vice President of the Foundation for Washington Courts and Treasurer for the Washington Chapter of the American Board of Trial Advocates.

Education Track: IP/Immigration

Session 2B - Immigration Reform: DACA Update (1.25 CLE) Tahmina Watson obtained her law degree Tahmina Watson, Watson Immigration Law and graduated from Deferred Action for Childhood Arrivals (DACA) is a federal govern- Brunel University, ment program created in 2012 under Barack Obama to allow people London, England in brought to the US illegally as children the temporary right to live, 2000. After completing study and work in America. In 2017 it was announced that the pro- her pupillage (appren- gram would end and no new applications would be accepted. This ticeship) from Bridewell Chambers in London in session will discuss the status of the DACA program, the impact on 2004, Tahmina con- those currently in the program or detained as a result of their status, tinued as a practicing and legal action related to the program. barrister, handling mainly criminal defense matters, before relocating to the United States in 2005. Tahmina is an Adjunct Fellow at The Niskanen Center, a Washington DC-based think tank. She advises on immigration policy issues. Tahmina currently serves as co-chair of the Response Committee of the Washington Chapter of the American Immigration Lawyers Association (AILA WA), a committee she helped create after the November 2016 election.

PAGE 22 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | Education Track: Professional Development

Session 2C - Cultural Competency and the Law Judge Whitener has served with distinc- (.75 General & .5 Ethics CLE) tion as a judge on the The Honorable G. Helen Whitener, Superior Court of Washington, Pierce County Superior Pierce County Court since 2015 when she was appointed to Access to Justice is improved when there is access to services. The the bench by Washing- law deals with decision making at different phases of a case and ton State Governor Jay cultures differ with respect to decision making. Cultures and subcul- Inslee. Judge Whiten- tures are continuously at play and how a client is served increases er brings a wealth of the client’s understanding and participation with the legal service experience to her work he or she is receiving. Improving the cultural knowledge of lawyers as a judge. Prior to her and paralegals improves their communication with their clients and appointment, Judge increases the competence of the representation provided. Since Whitener served as a paralegals are key in creating a better partnership between the law- judge on the Washington State Board of Indus- trial Insurance Appeals and as a pro-tem judge yer and the client and the lawyer and courts, this session is intended in Pierce County District Court and the City of to increase their awareness of the role culture plays. Tacoma Municipal Court. She also worked as a prosecutor and defense attorney. Born and raised in the Caribbean island nation of Trinidad and Tobago, Judge Whitener is the first immigrant-born judge of her court, the second black woman on her bench and she is also the first openly black LGBT judge in the State of Washington.

Education Track: LLLT/Ethics

Session 2D - Legal Technicians: The Future of the Legal Profession (.75 General & .5 Ethics CLE) Paula Littlewood, Washington State Bar Association and Steve Crossland, Steve Crossland Law Office Washington was the first state in the country to offer an affordable legal services option to help meet the needs of those unable to afford the services of a lawyer. Legal Technicians are licensed by the Washington Supreme Court to advise and assist people going through certain family law matters in Washington. This presentation will discuss the development and implementation of the LLLT program in Washington, as well as ethical dilemmas faced by current LLLTs as a result of the drafting of the original Rules of Professional Conduct (RPC), proposed RPC amendments to expand LLLT roles, and future practice areas.

Paula Littlewood, WSBA Steve Crossland has Executive Director been practicing law Paula Littlewood for over 40 years. He joined the WSBA staff is a 1969 graduate of as Deputy Director in Stanford University with September 2003 and a degree in Political Sci- became the Executive ence. Lewis and Clark Director in May 2007. College, Northwestern Paula is a graduate School of Law in Oregon of the University of conferred a JD in 1973. Washington School of The Washington Su- Law and also received a preme Court appointed master’s degree in International Studies from the Steve to Chair the Limited License Legal Techni- UW. Prior to law school, she was a professional cian Board in December 2012. campaign coordinator and fundraiser here in the state, working both on statewide candidate and initiative campaigns as well as local legislative races. SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 23 CONTINUING LEGAL EDUCATION

Continuing Legal Education Thursday, October 25 | 1:00 - 2:15 pm

Education Track: Litigation

Session 3A - Litigation in a Field of Weeds (1.25 CLE) Aaron Pelley has played an active role in Canna- Aaron Pelley, Cultiva bis Law for over a de- Cultivation, production, distribution or possession of marijuana is a cade. He helped build federal criminal offense under the Controlled Substances Act (CSA). the foundation for legal Yet, despite federal prohibition, state-sanctioned marijuana indus- protections in medical tries have emerged and are continuing to develop and expand. The cannabis law and is a question is thus raised: How do we reconcile federal prohibition with leading advocate for the cannabis business. a state’s legalization? This session will explore the conflict of rep- His passion for this new resenting cannabis businesses, as well as case law on federal and realm of practice led state acceptance, best practices for venue, and licensing require- to the launch of Cultiva ments. and the formation of a boutique law firm unsur- passed in cannabis law.

Education Track: IP/Immigration

Session 3B - Prosecuting US Trademark Registration Mr. Cumbow practices Applications (1.25 CLE) intellectual property law with the Seattle office Robert C. Cumbow, Partner, Miller Nash Graham & Dunn PLLC and of Miller Nash Graham Larisa Shmulyan, Attorney, Shmulyan’s Legal & Business Consulting & Dunn, counseling a The trademark registration and filing process is not necessarily a dif- wide variety of clients ficult one. It can, however, prove exhausting. From the time you file on IP, Internet, adver- an application, it takes about 10 months to receive approval, if every- tising, and media law issues, concentrating thing goes smoothly. However, if you make a single mistake on your on trademark and copy- application, the registration process could take longer than a year. right protection and Since the United States Patent and Trademark Office (USPTO) does dispute resolution. not offer refunds for failed applications, a mistake can be costly. This session will help you ensure that your application is completed in the shortest possible timeframe and is accurate when submit- ted. You will receive a checklist of reminders and tips for preparing and filing applications to register trademarks in the USPTO. There will also be information about prosecuting trademark infringement violations.

PAGE 24 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | Education Track: Professional Development

Session 3C - Courthouse Facility Dogs: In 2015 Mike became Justice with Compassion (1.25 CLE) inspired to help give the “gift” of a dog through Mike Powers various nonprofit Professionally trained courthouse facility dogs are working through- organizations including out the country in prosecutor’s offices, child advocacy centers, and World Vets, Summit law enforcement agencies to assist vulnerable victims and witnesses Assistance Dogs, and while they participate in stressful criminal justice proceedings. As Courthouse Dogs Foundation. Mike is legally neutral companions during the investigation and prosecution a graduate of Bergin of crimes, courthouse facility dogs have a dramatic impact on the University of Canine ability and willingness of the most vulnerable victims/witnesses to Studies and Northwest describe what happened. This lively workshop is designed to instruct School of Canine Studies. legal professionals about best practices in the selection and use of Mike fosters mobility service dogs in training and courthouse facility dogs so that the use of these dogs can lead to volunteers as a dog training instructor for foster reduced secondary trauma for everyone involved in the legal system. homes and prison dog partnership programs. Mike’s work with canine-related nonprofits earned him special recognition within Microsoft’s philanthropy division.

Education Track: LLLT/Ethics

3D - Violence Against Women Act and Indian Country Theresa M. Pouley is an (1.25 CLE) Associate Justice of the Colville Court of Appeals Hon. Theresa M. Pouley, J.D. and faculty at Edmonds On March 7, 2013, President Obama signed into law the Violence Community College teach- Against Women Reauthorization Act of 2013 (VAWA 2013). VAWA ing in paralegal studies. 2013 recognizes tribes’ inherent power to exercise special domestic She was previously the violence criminal jurisdiction over certain defendants, regardless Chief Judge of the Tulalip Tribal Court, Chief Judge of their Indian or non-Indian status, who commit acts of domestic of the Lummi Nation and violence or dating violence or violate certain protection orders in a Judge of the Northwest Indian country. The new law authorized a voluntary pilot program Intertribal Court System, where she served as a to all certain tribes to begin exercising jurisdiction sooner that than trial judge for several other Northwest tribes. She March 2015 effective date. One of the tribes selected for the pilot is a member of the Colville Confederated Tribes project was the Tulalip Tribe of Washington. In this session you will in northeastern Washington. President Obama learn about the VAWA 2013, the effectiveness of the law and efforts appointed Judge Pouley to serve on the Indian to develop tribal justice systems. Law and Order Commission (ILOC). In 2013, the ILOC published a “Roadmap to Making Native America Safer” which contained crucial recom- mendations for the safety of native women and children. She was a facilitator for the Department of Justice’s 2009 the “Tribal Nation’s Listening Session”, for the Office of Violence Against Wom- en for the Tribal Consultation in 2010, and for a focus group on Human Trafficking of American Indian and Alaska Native Women developed by the Office of Victims of Crime in 2010. She provided Testimony to the United States Senate Committee on Indian Affairs on “Challenges in Law Enforcement in Indian Country” in 2000 and at the “Oversight Hearings on Tribal Courts” in 2008 and 2010. SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 25 CONTINUING LEGAL EDUCATION Continuing Legal Education Thursday, October 25 | 2:45 - 4:00 pm

Education Track: Litigation

Session 4A - 3 Hot Topics in E-Discovery (1.25 CLE) Katie is a Senior E-Discovery Attor- Mary K. King, Kilpatrick Townsend ney with Kilpatrick From in-house servers to hard drives to flash drives to cloud comput- Townsend’s LitSmart® ing and remote servers, there is an astounding amount of storage E-Discovery Team. repositories and devices available to conduct discovery. Information Katie works closely is not limited to computers or backup tapes any longer, as material with the team’s proj- information is now stored on smart phones, tablets, laptops, blogs ect managers on all operational aspects and even social media. The complexities of e-discovery have caused of e-discovery and it to become one of the hottest topics in the legal industry today. The provides guidance and law is evolving at an astounding pace and legal professionals need counsel to case teams to stay apprised of the changes. This session will focus on 3 Hot and clients. Topics in E-Discovery. There will be a review of international privacy concerns and e-discovery as well as a review of technological ad- vances in e-discovery, and practical solutions for managing e-discovery under the revised Federal Rules.

Education Track: IP/Immigration

Session 4B - Representing Immigration Clients in a Changing Dustin O’Quinn coun- Political Climate (1.25 CLE) sels clients of all sizes, from startups to For- Dustin O’Quinn, Shareholder, Lane Powell tune 100 companies, in In the past two years, immigration reform has swept the country. all areas of immigration The changes have been controversial and have resulted in changes law with a focus on the to immigration law and policy. This session will focus on represent- technology, energy, ing immigration clients in a changing political climate. The focus design and financial industries. will be on recent changes to immigration laws and procedures, best He develops immi- practices for advising clients, and avoiding UPL and other common gration programs for immigration pitfalls. There will be a review of recent case law, docu- startup companies in mentation requirements and Temporary Protected Status. the technology industry and counsels clients on corporate structure, funding and investor relations. He also advises large corporations on the immigration implica- tions of mergers and acquisitions, I-9 compliance and government audits.

PAGE 26 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | Education Track: Professional Development

Session 4C - Own Your Own Brand Peg Marckworth is the Peg Marckworth, Marckworth Associates principal of Marckworth Associates. She creates Much like the brand of a product or business, your personal brand brands for companies, is comprised of two things: the promise you make to deliver a spe- professionals, and in- cific set of features, benefits and services, and the experiences of dividuals that set them the people who interact with you. Understanding and employing apart from the com- your personal brand enables you to communicate more effectively, petition and catch the perform more successfully, enhance your working relationships and attention of the right clients. Peg has a 25+ develop your leadership skills. This session will help you recognize year career in communications including co-own- the strongest and best parts of who you are and what you do, as well ership of an award-winning public relations firm, as identify the strengths you offer and how those match the needs child welfare administrator, Washington State of your organization. You will be able to translate what you personally lobbyist, and family therapist. Peg holds a Master offer into business actions that create success. of Social Work and a BA in Psychology. This professional development session does not earn CLE.

Education Track: LLLT/Ethics

Session 4D - Legal Ethics in Civil Litigation and Bruce is a lawyer, Intellectual Property (1.25 Ethics CLE) teacher, and nonprofit consultant. Admitted Bruce G. Lamb, J.D., MPA, Highline College in Washington and Civil litigation is rife with opportunities for violations of the Rules of Oregon, he has prac- Professional Conduct. This session will focus on the fundamentals ticed law for 35 years. for paralegals and the Three C’s: competence, communication, and At Highline College conflicts of interest. It will also explore the concept of zealous repre- he teaches nonprofit law, medical law and ethics, civil rights law, legal sentation vs. duties to the justice system. There will be discussion research and writing, civil procedure, business and case studies relating to handling ethical issues in the real world. law, and other courses. As a volunteer attorney for Northwest Immigrant Rights Project, he rep- resents immigrants and refugees in immigration court. He has served as staff and on the boards of directors of CASA Latina, International Lead- ership Academy of Ethiopia and other nonprofit organizations, and has served as a nonprofit consultant on a wide variety of projects through 501 Commons. He obtained a B.A. (1981) and an MPA (2007) from the U.W. In 1984 he received his J.D. from the University of Oregon. His CLE teaching includes Ethics in Civil Litigation and Ethics in Pro Bono Representation. He continues to practice part time on both the plaintiff and defense side.

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 27

WORKSHOPS - THURSDAY, OCTOBER 25

Workshops: Thursday, October 25 (free to all attendees)

Student Workshop: Legal Etiquette and Courtroom Decorum Sonjanita C. Jordan be- 2:30 – 4:00 p.m. gan her legal career at the law firm of Hunter, Sonjanita Jordan, New Orleans Paralegal Association Scott, Blue and John- Etiquette is essential for making a good impression. This is espe- son in January 1995 as a Legal Secretary cially true in your office and the courtroom where there are many in Monroe, Louisi- stated and unstated rules of conduct for paralegals. It is during the ana. She enrolled at student’s legal studies that they learn about the professional re- the University of New quirements of their careers. This workshop will focus on introducing Orleans in 2002 and paralegal students with the lessons and fine points of courtroom graduated with an ABA decorum and legal etiquette such as dress, presentation, timeliness, Paralegal Certification speaking and electronic devices being used in the courtroom. in May 2004.

Workshop A - Failing at The Finish Line: How Law Firms Lose Tina has researched Prospective Clients at The Front Door the issue of law firm 4:15 – 5:30 p.m. intake extensively including where the Tina Johnston, FindLaw, part of Thomson Reuters problems are and what Chances are you lost a potential client in the past week. It’s not firms can do to solve because your website failed to attract visitors or that lone, negative them. Prior to joining online review dissuaded an inquiring consumer. Rather, it’s because FindLaw, Tina worked that attorney-seeker slipped through your fingers at the point of ini- with numerous small tial contact. The problem lies with your intake process, and your firm businesses to create and execute their mar- is not alone. This presentation will illustrate just what’s at stake for keting strategies, both law firms and outline how they can improve how they handle client online and offline. intake.

Cynthia Bynum works Workshop B - The Ask - Part 2 of the Show Me the Money Series as an Independent 4:15 – 5:30 p.m. Legal and Business Consultant. She is the Cynthia Bynum, Georgia Association of Paralegals principal owner of CJB This presentation is a continuum of Part 1 Show Me the Money pre- Management, LLC and sented at Joint Conference 2018. In this session learn how to attract serves as its Execu- money and resources to your paralegal association. We will share tive Director. Cynthia proven strategies on how to make contact with prospective business currently serves as the partners and “Ask” for financial and relevant resources to help fund Vice President and Di- rector of Regulation for your respective organizations. the Georgia Associa- tion of Paralegals with the clear mission to enhance the paralegal profession.

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 29 CELEBRATING 1993

CELEBRATING 1993 2018 2018 YEARS YEARS

Founded in 1993, Forsberg & Umlauf, P.S. provides dynamic client service in all phases of civil defense and insurance coverage litigation, providing high-level professional service to a wide range of clients.

Forsberg & Umlauf, P.S. 901 Fifth Avenue, Suite 1400 Seattle, WA 98164

206-689-8500 WWW.FOUM.LAW CELEBRATING 1993

FRIDAY EVENING SOCIAL

The Edgewater HotelTSG Reporting.pdf 1 10/8/2018 12:42:07 PM Friday, October 26 | 6 - 10 pm Begin boarding buses at 5 pm

The Edgewater Hotel is in the heart of downtown Seattle, Magician Nash Fung on Pier 67. Originally built for the 1962 World’s Fair, it is the only Seattle waterfront hotel and a local landmark. Following dinner guests will be entertained by the amaz- You will be having dinner in the venue that has seen ing Magician Nash Fung. The Beatles, Led Zeppelin, Kiss, The Rolling Stones, The As featured on the CW network’s Penn & Teller: Fool Us, Village People, Pearl Jam, Mel Torme, Rod Stewart and where Penn Jillette gave praises to his magic: “It was just 2018 many more entertainment celebrities. incredible,” Magician Nash Fung will mesmerize with his Dinner will be in the Olympic Ballroom. The Olympic blend of magic and mind tricks. His show combines orig- Ballrooms floor-to-ceiling window wall provides an unob- inal magic, quirky psychology, and a whole lot of clean structed amazing view of the sparkling waters of Elliott comedy that has left many corporate audiences and ma- Bay, the majestic Olympic Mountains and the famous jor sports athletes scratching their heads with a smile. islands of Puget Sound. You will enjoy Pacific Northwest Cuisine at its finest from the dinner buffet and enjoy a variety of cocktails from the no host bar. Guest will be sponsored by able to wander into the Terrace Room that features a stone fireplace and sweeping views of the Seattle skyline with an outside terrace. Transportation provided by T-Scan YEARS

CMY State -of-the- Interpreters and translators K

www.smartstartinc.com 1-800-880-3394 Lane Powell is a proud sponsor of the annual convention.

www.lanepowell.com

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 31

CONVENTION CHARITY Courthouse Dogs Foundation Attendees are encouraged to participate in “Denim for Dogs” by donating $5 or more to the 2018 NFPA Convention Charity, Courthouse Dogs Foundation to wear jeans on Friday, October 26.

Courthouse Dogs Foundation is a The Swinomish, a community of nonprofit corporation Coast Salish peoples, are descendants headquartered in of groups & bands originating in the Skagit and Samish River valleys, Bellevue, Washington. the surrounding coastal areas and Courthouse Dogs Foundation promotes justice with compassion by islands. helping legal professionals successfully implement courthouse facility dog programs using best practices in this field and provides expert Located on the pristine Washington coast, education and guidance for legal professionals. the Swinomish Casino & Lodge is owned and operated by our tribal community. What is a courthouse facility dog? Courthouse facility dogs are professionally trained dogs working We invite you to visit throughout the country in prosecutor’s offices, child advocacy cen- our full-service ters, and family courts. They primarily provide a calming influence for entertainment destination. children during stressful legal proceedings. As legally neutral companions for witnesses during the investigation and prosecution of crimes, these dogs help the most vulnerable witnesses feel willing and able to describe what happened. The dogs also provide emotional support to participants in family court proceedings and in specialty/treatment courts. Courthouse facility dogs provide a compassionate way to help traumatized victims tell their stories. Because of the success of this program, more participants in law enforcement and the judicial system are recognizing its value and seeking information about how www.SwinomishCasinoandLodge.com to get started.

This year, we’ve found a ATTORNEY BENEFITS great new way to share Free materials for your clients all the great photos you’re Online listing on Intoxalock.com going to take at Knowledgeable state specific Convention! compliance professionals

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SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 33 ANNUAL CONVENTION SPONSORS Thank you to the annual convention sponsors

CELEBRATING 1993

2018Paralegal Education Group YEARSThe support platform for paralegals and paralegal students

PAGE 34 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | Trade Show Scavenger Hunt!

We encourage you to visit all the exhibitors in the Exhibit Hall. It’s a great way to meet experts in the industry willing to chat with you about your needs. While exploring the hall, make sure you participate in the Trade Show Scavenger Hunt. A game card is in your participant packet. Complete the card and be entered in the drawing for a gift card.

Turn your completed card in at registration. Winner drawn at lunch on Saturday. Must be present to win.

Organized by the Convention Planning Committee

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While the practice of how to execute corporate transactions has changed over the last century, our commitment to integrity and providing knowledgeable client-focused services has not. Since 1970, United Corporate Services, Inc. (UCS) has been offering outstanding services for nationwide corporate & UCC filings, document retrieval, UCC searching and registered agent services in all 50 states and abroad.

• Registered Agent • Apostille/Legalization • Independent Director • Entity Formation • Corporate Kits Services • Document Retrieval • Intellectual Property • Annual Report Compliance • UCC Searches Searches • Real Property Searches • On-site paralegal • UCC Filings training Visit us at booth #105

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SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 35 ANNUAL CONVENTION EXHIBITORS 10' 116 317 Central Intelligence Agency 114 115 214 215 314 315 Booth #308 The Office of Gener- al Counsel (OGC) is 112 113 212 213 312 313 responsible for advising the Director of the Central Intelligence Agency on all legal matters relating to his role as head 110 111 210 211 310 311 17' 17'-2" 17' of the CIA. The General Counsel, who heads OGC, is the principal legal officer 108 109 208 209 308 309 for the CIA. OGC is currently recruiting highly qualified paralegals to become a part of a uniquely exciting, challenging, 106 107 206 207 306 307 and important legal practice. Paralegal professionals provide case management, legal research, case-cite verifica- 104 105 204 205 304 305 tion, blue book citations and general paralegal support to the Office of Gener- 12'-5" al Counsel. 102 303 For more information and to apply, please visit: www.cia.gov.

H G F E D C B A Cicayda eDiscovery Booth #304 Emerald Foyer Cicayda eDiscovery is comprised of seasoned experts whose proprietary

0 5 10 20 30 40 50 technology allows customized solutions for our clients. These solutions provide effective and efficient strategies for DATE(S) Advance Corp & timely research relating to UCCs, tax 2018 NFPA ... SHOW NO. ... A.E./SALES DB REVISION LOG Discovery. DimensionAgentsQty liens, judgments,FILE NAME corporateREVISED DATE records DESIGNER& Annual Convention NFPA Annual Convention 2018 v01.dwg 7/27/2018 10:07 AM TriumphCAD 8'x10' Booth #31238 real estate, clients are able to make de- 108 4th Ave South Suite 203 DISCLAIMER: EVERY EFFORT HAS BEEN MADE TO ENSURE THE ACCURACY OF ALL INFORMATION CONTAINED ON THIS Hilton SeaTac cisionsDRAWING. with THESE confidence. ORIGINAL CONCEPTS AND DESIGNS Be ARE SOLE the PROPERTY hero OF TRIUMPH to EXPO & EVENTS. Franklin, TN 37064 12610 Interurban Avenue South Suite 120 Seattle, WA 98168 Totals:Advanced38 Corp (C) COPYRIGHT 2015, TRIUMPH EXPO & EVENTS, INC. ALL RIGHTS RESERVED. Agents improves the efficiency of Corpo- your firm with our hand-sourced due dili- 1.855.448.0708 gence that goes straight to the source & rate and Real Estate Paralegals with ex- [email protected] can be customized to meet your needs. ceptional Nationwide Corporate Filings, www.Cicayda.com Registered Agent Representation and Count on Capitol Lien When Diligence is UCC/Lien & Judgmentsearch services. Due. CLAS Blair C. Wagner, President 1010 Dale St. N., St. Paul, MN 55117 Information Advanced Corporate Agent Services 800-845-4077 Services 100 N LaSalle, Suite 500 [email protected] Booth #306 Chicago, IL 60602 www.capitollien.com For over 35 years, legal professionals ph 312-929-3000 have counted on CLAS Information cell 312-504-7050 CASE Forensics, Services to perform due diligence, form [email protected] a JENSEN entities and help their clients satisfy www.advancedcorpagents.com HUGHES company compliance requirements. Booth #108 Kacy Flowers | Marketing Director Buddy Skunk, LLC JENSEN HUGHES is a dynamic team of 2020 Hurley Way, Suite 350 engineers, architects, and scientists who Foyer D Sacramento, CA 95825 offer comprehensive expertise for com- (800) 952-5696 Roberta Skunk plex investigations and in-depth forensic [email protected] [email protected] analysis. www.clasinfo.com Kristin Baldwin, Practice Leader, Forensics Capitol Lien 23109 55th Ave W Booth #115 Mountlake Terrace, WA 98043 Capitol Lien is the proven source for O: 425-775-5550 due diligence services to Paralegals C: 206-650-8229 nationwide. Through our comprehensive [email protected] www.jensenhughes.com PAGE 36 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | Concord Law School at Purdue DigiStream HOW2Get University Investigations Organized, LLC Global Booth #307 Foyer A Booth #212 Investigative company focused on mini- Coaching smart, Concord Law School offers law degree mizing potential and on-going risks. We busy, people programs 100% online and is part of combine social media and field surveil- how to calm the chaos in their life, busi- Purdue University Global, a nonprofit lance to ensure the best results and ness, home and family. school within the world-class Purdue highest ROI. PO Box 1402 University system. 4110 SE Hawthorne Blvd, #641 Bothell, WA 9804 10100 Santa Monica Blvd., Ste 362 Portland, OR 97214 (206) 915-9911 Los Angeles, California 90067 (503) 593-8929 how2getorganized.com (877) 757-8189 [email protected] [email protected] www.DigiStream.com Intoxalock www.concordlawschool.edu Booth #209 ExamWorks Intoxalock services more than 100,000 CourtTrax Corporation Booth #107 customers annually and is the industry Booth #104 Leading provider of independent med- leading provider of ignition interlock CourtTrax ical examinations, peer reviews, bill devices. retrieves court reviews, Medicare compliance, case Kevin Nelson data on a management, record retrieval, document Des Moines, IA 50322 real-time basis directly from the courts’ management and related services. [email protected] databases. Our services were designed 3280 Peachtree Road NE, Suite 2625 by our customers and our subject matter Atlanta, GA 30305 Legalinc experts to exactly match our customers’ (404) 952-2400 Booth #207 internal workflows. [email protected] Legalinc, The Para- 12600 SE 38th Street, Suite 150 www.examworks.com legals Partner, is the leading technolo- Bellevue, WA 98006 gy-driven provider of Registered Agent (866) 643-7084 Expedite Services, Entity Formations & Manage- [email protected] Booth #214 ment, and Automated Compliance. www.courttrax.com Expedite is a first-of- 10601 Clarence Dr, #250 its-kind revolutionary Frisco, TX 75033 CSC® mobile app that allows Paralegals and (866) 757-5850 Booth #305 Attorneys to find and schedule last-min- www.legalinc.com CSC® is a business, legal, ute and future date litigation support and financial services providers efficiently. Capitalize on the LoJo Designs company that provides knowledge-based team available in your vicinity! Foyer B solutions to worldwide. We are the busi- (414) 949-5902 Born in the South and raised in the ness behind business. [email protected] Northwest, Laura Johnson has taken 251 Little Falls Drive www.Expedite.Legal her environment and turned it into art. Wilmington, Delaware 19808 A beachcomber at heart, she finds sea www.cscglobal.com George Washington University glass, shells, and driftwood to use as the Paralegal Studies Program foundation of her pieces. CT Corporation Booth #106 www.lojodesigns.com Booth #210 George We help our Washington Machaon Medical customers make University offers two academic-cred- Evaluations critical decisions it-bearing credentials to boost your skills Booth #211 every day by providing expert solutions and knowledge in paralegal studies. Provides reliable that combine deep domain knowledge The programs offer the prestige and reports backed by with specialized technology and ser- academic rigor of GWU coupled with the objective evaluations from independent vices. flexibility of online education. medical experts. Victor Bjorge 805 21st Street, NW, Suite 301 Medical Dental Building Marketing Manager Washington, DC 20052 509 Olive Way, Suite 1045 111 Eighth Avenue, New York, NY 10011 (571) 553-0150 Seattle, WA 98101 (212) 590-9221 [email protected] (206) 323-1999 [email protected] cps.gwu.edu/paralegal (888) 303-6224 Toll Free www.woltersklwuer.com www.machaon.org SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 37 McDonald & National Paralegal Association of Rochester Associates Association of Foyer G Booth #310 Professional Learn McDonald & Associates provides inves- Process Servers what tigative services to a diverse clientele (NAPPS) the including self-insured employers, attor- Booth #111 Parale- neys, insurance representatives, and NAPPS is the largest non-profit trade as- gal Association of Rochester is planning governmental agencies. Need questions sociation for process servers in the Unit- for the 2019 Annual Convention, October answered? We can help! ed States. With over 2,300 members, we 10-13. (888) 539-1535 have servers where you need them. http://www.rochesterparalegal.org/ www.mcdonaldservices.com P.O. Box 4547 Portland, OR 97205 Registered Agent Merchandise Plus, LLC (800) 477-8211 Solutions, Inc. Foyer C [email protected] Booth #109 Luis Guzman www.napps.org Registered Agent Solutions, Inc. (RASi) is [email protected] a nationwide corporate services provider National Federation of specializing in registered agent services, Millennium Paralegal Associations, corporate filings, business licensing, Investigation, LLC Inc. UCCs & liens, entity management soft- Booth #213 Foyer H ware and more. Millennium www.paralegals.org Brian Aubol, Account Executive Investigations, LLC (888) 705-7274 specializes in sub- Northwest [email protected] rosa investigations in insurance defense, Medical Experts worker’s comp, personal injury, domes- Booth #110 Robert Agnew & tic, and fisheries/marine cases. We also Northwest Medical Associates LLC provide skip-trace, background screen- Experts (NWME) is Booth #309 ings, and process service services. a premier provider of forensic medical “We are a professional 16819 Beach Dr NE evaluation services and specializes in investigative and security Lake Forest Park, WA 98155 facilitating complex legal exams and consulting firm” (206)229-5060 record reviews. NWME’s promise is to Post Office Box 2433 [email protected] bridge the gap between forensic experts Woodinville, Washington 98072 https://millenniuminvestigation.com and our clients with our exceptional (425) 398-1920|Office knowledge, integrity, and industry expe- (888) 398-1927|Fax Naegeli Deposition and rience. (206) 920-0015|Mobile Trial Susan C. Poulsen, Operations Director [email protected] Booth #208 600 University Street, Suite 2325 NAEGELI Deposition and Trial Seattle, WA 98101 Robson provides the highest level of litigation (206) 26-3756 x1212 Forensic support services nationwide. We offer TF: (866) 276-0505 x1212 Booth #204 court reporting, legal videography, [email protected] Robson Forensic videoconferencing, trial presentation, www.nwmedicalexperts.com is a national leader in expert witness transcription, copying/scanning and consulting; providing technical expertise language interpreters in over 200 lan- OMAC, a division across many fields within engineering, guages. We pride ourselves on always of Genex Services and science including an expansive giving our clients gold star service . . . Booth #314 range of specialty disciplines. every time! OMAC (Objective 701 5th Ave Suite 4200 (800) 528-3335 Medical Assessments Corporation), a Seattle, WA 98104 www.naegeliusa.com division of Genex Services, provides in- Anthony DiLiberto, Business dependent medical evaluation (IME) and Development Manager peer review services nationwide. 206-262-7922 401 2nd Ave. S, Suite 110 [email protected] Seattle, WA 98104 www.robsonforensic.com (800) 331-6622 [email protected] www.omacime.com

PAGE 38 | DOWNLOAD THE CONVENE APP WITH CODE ParalegalsShine | WWW.PARALEGALS.ORG | Smart Start Inc. T-Scan Record Keith Sheppard Booth #113 Retrieval Projects Coordinator Smart Start sets Booth #206 (914) 949-9188 ext. 132 the standard for Make it count. [email protected] alcohol monitoring technology with the T-Scan’s HITECH Program® saves the www.unitedcorporate.com SSI-20/30™ Ignition Interlock and the firm record retrieval costs. Make it Sim- S.M.A.R.T. Mobile™ portable device. ple. T-Scan HD® savings and retrieval 4210 B. St. NW; Suite F experts. Make it T-Scan. Auburn, WA 98001 Jay Jenkins www.SmartStartInc.com 4200 23rd Avenue West (800) 880-3394 Seattle, WA 98199 [email protected] (206) 285-6322 [email protected] Stewart Title www.tscan.biz Guaranty Washington State Bar Association Company Unisearch, Inc. Foyer E Booth #112 Booth #215 https://www.wsba.org/ Servicing your local, regional and na- Unisearch, Inc. is a public records tional transactions with a single point of research firm specializing in searching, contact. filing and retrieving public documents. Peter Johndrow We offer an extensive range of Regis- Vice President | Seattle Division tered Agent, Corporate, and Uniform Manager Commercial Services Commercial Code/Lien Services to the 1420 5th Avenue, Suite 440 legal, financial and business community Washington State Paralegal Seattle, WA 98101 in all 50 states and internationally. Association O (206) 770-8826 | M (206) 200-2270 1780 Barnes Blvd SW Foyer F [email protected] Tumwater, WA 98512 https://wspaonline.org/ www.stewart.com/commercial/seattle www.unisearch.com

FindLaw, part of Thomson Reuters United Corporate Services, Inc. Booth #205 Booth #105 FindLaw finds clients with a legal need United Corporate Services, Inc. (UCS) and connects them with law firms provides support services to legal profes- through integrated marketing solutions. sionals and their corporate clients in the 610 Opperman Dr. formation and maintenance of corpora- Eagan, MN 55123 tions and related entities. (855) 281-8859 Jim Nash LawyerMarketing.com Business Development|NYC Operations Manager (212) 683-4120 ext. 602 [email protected]

Peter Johndrow Vice President | Seattle Division Manager Commercial Services Stewart Title Guaranty Company 1420 5th Avenue, Suite 440 Seattle, WA 98101 O (206) 770-8826 | M (206) 200-2270 stewart.com/commercial/seattle [email protected]

SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 39 Welcome NFPA Attendees! Let us find the perfect expert for you!

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April 26 - 28, 2019 Don’t get Hosted by the Rocky Mountain Paralegal left out! Association Plan to attend the Hampton Inn & Suites Denver Downtown (doubles) 2019 Joint Homewood Suites by Hilton Conference (singles) 550 15th Street Denver CO Annual Convention October 10-13, 2019

2019 Hosted by Paralegal Association of Rochester Hyatt Regency Rochester 125 E. Main Street, Rochester, NY Save the Dates! Annual Convention Paralegals Making a Splash in the Land of 10,000 Lakes October 22 - 25, 2020

Hosted by the Minnesota Paralegal Association

Hilton Minneapolis/St. Paul Airport Mall of America

2020 3800 American Blvd E. Bloomington, MN

Annual Convention | October 7-10, 2021 | Hosted by 2021 Oregon Paralegal Association | Hilton Portland Downtown http://www.paralegals.org/convention USING THE CONVENTION APP NFPA is using the Thomson Reuters Convene app again this year. If you’ve already downloaded the app you can search the events calendar for NFPA 2018.

Need to download the app? Download Convene from the following App Stores: Apple App Store Google Play Store

Once you download the app, create an account by providing your email address and watching for the validation email.

When you open the app, click the Enter Code tab along the bottom. Enter ParalegalsShine.

You’ll see the welcome screen. Click to open the app

We will be sending updates through the app so please turn on the push notification settings.

If you need assistance, please stop by the registration desk.

Fidelity National Title Insurance Company National Commercial Services 600 University Street, Suite 2424 Seattle, WA 98101 206.628.2841 877.295.8019 Fax SHARE YOUR EXPERIENCE #NFPASEATTLE2018 | WWW.PARALEGALS.ORG | PAGE 43 SEATTLE AIRPORT AND CONFERENCE CENTER PROPERTY MAP

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BOARDROOM HARBOR WHIDBEY KEY SUMMIT BALLROOM CONFERENCE CENTER MEETING ROOM PARKING GARAGE LEVELS 1 AND 2 Food & Beverages Meeting/Conference Rooms 17620 International Blvd. Amenities Seattle, WA 98188 Phone: 206-244-4800