2016 Joint Conference - Regulation Conference - Friday, April 29, 2016

Time

Topic

Speaker

8:40 – 8:45

Welcome

Lisa Vessels, RP, CP, FRP

8:45 – 9:45

Development and Trends in U.S. Regulation

Learn about trends in regulation throughout the country. Maren will provide a cursory review of some of the most exciting developments in paralegal regulation by discussing existing voluntary regulation, licensing initiatives, and studies throughout the United States, to help you gain a better understanding of the programs developed by state legislatures, judiciaries, and associations

Maren Schroeder, RP, MnCP

9:45 – 10:45

Cards for Legality: Case Studies on the Unauthorized Practice of Law

The presentation will begin with identifying what constitutes the practice of law. Drawing from the ABA, we will then examine the paralegal's ethical obligations in the specific context of avoiding the unauthorized practice of law. The presentation will conclude, and be primarily focused upon, studying (discussing) recent cases involving the UPL.  

Kristi Edwards, J.D.

10:45 – 11:00

Break

 

11:00 – 12:00

The Global Perspective: The Status of Paralegal Regulation Around the World

As we all know, there is no mandatory regulation of paralegals as yet in any of the United States, and paralegals here are not able to represent clients in court, negotiate a fee agreement, or give legal advice.  But what can paralegals do in other countries?  Join Lori Boris, RP®, MnCP for a fascinating look at how paralegals are regulated around the world, including Canada, the UK, and even Saudi Arabia!  Get a broader perspective of the paralegal profession by learning what that title means around the world. 

Lori Boris, RP, MnCP

12:00 – 1:00

Lunch

 

1:00 – 2:00

Ethical Dilemmas: Case Studies and Theories

Lynne Marie will explore ethical dilemmas seen by paralegals in every day work. She will also look specifically at how the unauthorized practice of law interacts with pro bono work and non-traditional paralegal roles.

Lynne Marie Reveliotis

2:00 – 3:00

The Changing Face of Paralegal Regulation: The Northwest Perspective.

Discussing the newly approved creation of an Oregon Certified Paralegal program, Linda will provide insight to how this evolving program was approved by OPA's membership. In addition, Linda will explore other updates from the Northwest, including Washington state’s Limited Licensing Legal Technician program update.

Linda Odermott, RP

3:00 – 3:15

Break

 

3:15 – 4:15

Texas Paralegals Soar with TBLS Certification

Allen will discuss the history of the Texas Board of Legal Specialization and what specialties are covered. In addition, he will cover the exam process and the evaluation of the TBLS certification. Finally, he will discuss whether or not the TBLS model is right for your state.

Allen Mihecoby, CLAS, RP

 

Lori Boris, RP, MnCPLori Boris, RP, MnCP

Certification Co-Ambassador, Minnesota Paralegal Association
Regulation Committee Chair, Minnesota Paralegal Association
Board Advisor, Minnesota Paralegal Association

Lori J. Boris, RP, a litigation paralegal since 1998, is currently employed as a Product Liability Litigation Paralegal at Nilan Johnson Lewis, PA, working in the area of recreational vehicle product liability.  Over her 16 years as a paralegal, she has assisted attorneys in representing multiple and varied clients in many areas, including toxic torts, product liability, employment law, wrongful death, personal injury and contract claims.

Lori is a graduate of the Minnesota Paralegal Institute, an ABA-approved post-baccalaureate program, became a PACE Registered Paralegal in 2009, and was credentialed as one of MPA’s inaugural MnCPs in 2014.

Lori has been very involved with the Minnesota Paralegal Association (“MPA”) holding various positions, including MPA’s President from 2009-2011. She is currently the MPA Certification Co-Ambassador and NFPA Secondary for 2015, and was appointed for her third year in 2015 as Certification Coordinator – Ambassadors.

Kristi Edwards, J.D.Kristi Edwards, J.D.

Assistant Professor of Criminal Justice and Director of the Paralegal Studies Program, Newman University

Kristi graduated from the University of Kansas’ School of Law in 2002, and worked as an Assistant District Attorney, in the Sedgwick County District Attorney’s Office, from 2002-2014.  As an A.D.A., she handled legal research and writing, trial advocacy and administrative functions.  Kristi began training law enforcement recruits for the Wichita Police Department and Sedgwick County Sheriff’s Department in 2006 and continue to handle legal training for the departments.

Since 2007, she has been employed as an adjunct instructor for the Newman University Paralegal Program, where she has taught legal research and civil litigation continuously, and began directing the Program in 2015.  She received a Bronze Wreath of Merit from the Wichita Police Department in 2013 and, in 2015, received the Bronze Medal of Outstanding Service from the Sedgwick County Sheriff’s Department.  Krsti joined Newman University as an Assistant Professor of Criminal Justice in 2014.

Allen Mihecoby, CLAS, RPAllen Mihecoby, CLAS, RP

NFPA Vice President & Director of Professional Development

Allen Mihecoby, CLAS, RP is currently employed as a Senior Paralegal at Kimberly-Clark, a global enterprise which manufactures some of the best known brands in the consumer products industry.  In this role, he is responsible for supporting the Company’s efforts in SEC Reporting, Corporate Governance, Strategic Transactions and Compliance.  He was previously employed in the position of Manager, Law Department, for the second largest railroad in the U.S. He has primarily worked with international firms and multinational corporations in various areas of law, including IP, corporate, securities, real estate and commercial litigation. He received his BA in Political Science at the University of Texas--Arlington, with a concentration in International Affairs and Pre-Law. In 1997 he graduated with an ABA-approved paralegal certificate from Southeastern Paralegal Institute in Dallas, Texas. He became a PACE Registered Paralegal in 2002; and earned the CLAS credential (Business & Corporate Law) in 2005.

Allen has served the paralegal profession on national, state, and local levels. He is a member of the Dallas Area Paralegal Association (DAPA), the Metroplex Association of Corporate Paralegals (MACP), Fort Worth Paralegal Association (FWPA), the Texas Center for Legal Ethics (TCLE), the Paralegal Division of the State Bar of Texas (PD) and a charter member of the State Bar College (SBC). In several of these organizations, Allen has served in leadership positions, including: NFPA CLE Co-Coordinator and Assistant Pro Bono Coordinator; DAPA President, VP of Programs, Board Advisor and Ethics Chair; FWPA First Vice President-Programs and Ethics Chair; PD Parliamentarian and District 3 Director; and MACP Co-Chair/Ethics/Professional Development.

In 2004, Legal Assistant Today named Allen as one of the runners-up in its Paralegal of the Year Contest. The same year, NFPA and Dyncorp awarded him the Outstanding Local Leader award. He was named 2009 Fort Worth Paralegal Association’s Paralegal of the Year. ParalegalGateway.com named Allen as one of its 2011 Paralegal Superstars and DAPA awarded him the 2011 Pro Bono award.

Linda Odermott, RPLinda Odermott, RP

Regulation Committee Co-Chair, Oregon Paralegal Association
Certification Ambassador, Oregon Paralegal Association

Ms. Odermott is a PACE Registered Paralegal with more than eight years of experience in complex litigation and working for a municipality. She works with attorneys from both the Litigation Team and the Corporate Team at the law offices of Dunn Carney Allen Higgins & Tongue LLP in Portland, Oregon. Her paralegal practice includes: land use, construction defect, complex litigation, real property, tribal law, treaties, franchise agreements, ordinances and resolutions of local and state agencies, easements, right of ways, land use agreements, policies and regulations of government agencies, historic maps and diagrams, public records and public meeting laws, and most recently on marijuana related matters. Ms. Odermott is also a member of the part-time faculty at Portland Community College where she teaches on real property to the paralegal students.

Lynne-Marie ReveliotisLynne-Marie Reveliotis

NFPA Vice President & Director of Positions and Issues

Lynne-Marie Reveliotis is the current President and CEO of LMR Enterprises, LLC, Resolution Resources, Inc., and parent company that has several subsidiaries that include corporate, employment, tax, legal and medical advocacy, and investigative work.  She has worked as an investigator with the Massachusetts Office of the Bar Counsel, which was established by the Massachusetts Supreme Judicial Court under S.J.C. Rule 4:01 as an independent administrative body to investigate, evaluate, and prosecute complaints against lawyers, taught litigation courses as a senior instructor as part of the Northeastern University paralegal professional program, and worked as a freelance investigator and interpreter for law firms and investigation firms throughout the northeastern United States.  Since 1989, Ms. Reveliotis has worked in various areas, particularly in criminal, tort, and domestic law. She has participated as a mock trial judge at the state and regional student competition level. She has served as an American Bar Association site team associate for the accreditation of paralegal studies and degree programs at the university level. Ms. Reveliotis holds a paralegal certificate from Northeastern University, is a certified rape crisis and domestic violence advocate, and is currently working toward the completion of a graduate degree.

Maren Joyce Schroeder, RP, MnCPMaren Joyce Schroeder, RP, MnCP

NFPA Regulation Review Coordinator
Director of Professional Development, Minnesota Paralegal Association
Alternative Legal Service Models Task Force Member, Minnesota State Bar Association

Maren Schroeder, RP, MnCP, is a paralegal and Qualified Rule 114 Neutral for Borgos Law, PLLC, a virtual firm in Minneapolis, Minnesota that focuses on providing affordable legal services in the areas of family law and criminal defense. She also has extensive experience in bankruptcy, working on complex filings and litigation for panel trustees, debtors, and creditors.

She has a B.S. in Paralegal Studies and an M.B.A. in Legal Administration.  Maren is a PACE Registered Paralegal and a Minnesota Certified Paralegal. She serves as the Regulation Review Coordinator for the NFPA and the Director of Professional Development for the Minnesota Paralegal Association. As the chair of MPA’s Regulation Committee, she worked in 2014 to develop the Minnesota Certified Paralegal program. A member of the Minnesota State Bar Association, she was recently appointed to the MSBA’s Task Force on Alternative Legal Services Models. Also active in the community, Maren serves on her city’s Planning & Zoning Commission, is a volunteer crisis advocate for victims of sexual assault, is a co-founder and the treasurer of Sensible Minnesota where she works with medical cannabis patients, and a volunteer family and school mediator.

Lisa Vessels, RP, CP, FRPLisa Vessels, RP, CP, FRP

NFPA President

Lisa Vessels lives in Miami, Florida, and is employed by Duane Morris LLP managing the docketing function and rules-based docketing software for her firm's U.S. offices. Lisa has worked in the paralegal profession since 1992 with experience in commercial litigation, as well as corporate contract law specializing in commercial aviation equipment leasing and sales.  

Lisa is a former two-term President of the South Florida Paralegal Association and the Florida Alliance of Paralegal Associations. As an active member in both organizations, she served in many roles since joining in 2005.  She is currently the NFPA President for the 2014-2016 term.  She has also served as NFPA’s Vice President and Director of Positions and Issues from 2012-2014, Regulation Review Coordinator from 2009-2012, and was an active participant on the PCC Exam Development Committee from its inception in 2008 through its launch in 2011.

Lisa served on Miami-Dade College's Paralegal Studies Program Advisory Board from 2006 to 2012, serving as chairperson from 2010. She is currently serving her fourth three year term as a non-lawyer member of The Florida Bar's Unlicensed Practice of Law Committee for the 11th Circuit in Miami-Dade County. She was an adjunct instructor at Florida International University's Paralegal Studies certificate program from 2006 to 2008. Lisa also volunteers for the Girl Scout Council of Tropical Florida as a trainer for adult volunteers.

Ms. Vessels earned her Bachelor's degree in Paralegal Studies from Nova Southeastern University in 2005, and Associate's degrees in Computer Information Systems and Computer Programming (Visual Basic) from Miami Dade College in 2002. She earned the Certified Paralegal® credential in 2005, became a Florida Registered Paralegal with The Florida Bar in 2008, and earned the PACE Registered Paralegal credential 2012.

modified 2/11/2016

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