Paralegal Education - Recorded CLE Webinars Hosted by NFPA

The webinars detailed below were originally hosted by NFPA and the recordings are also NFPA-Approved CLE. Future recordings will be made available shortly after their original presentation. These are best viewed on a desktop computer. All recorded webinars are $25 for NFPA members and $50 for nonmembers. 

HIPAA, HITECH and the 21st Century. What is Happening? (6/8/21)
Presented by Jay Jenkins

Through four sections, this presentation informs and educates the attendees on requirements, updates, and various regulations requirements HIPAA, HITECH and 21st Century Cures Act.

Section 1. General Info: Discussion regarding general terms, definitions and HIPAA requirements when obtaining personal identifiable information.

Section 2. HIPAA: Outline HIPAA Requirements.Discussion detailing specific HIPAA and state requirements when obtaining personal identifiable information

Section 3. HITECH: Outline HITECH Requirements. Discussion detailing specific requirements and differences when retrieving personal identifiable medical records through HITECH.

Section 4. 21st Century Cures Act: Coming this in May there is new wrinkle to gathering records.

This webinar is worth 1.0 CLE Credit. Click to order this webinar.

Income Taxes in Decadent Estates (5/11/21)
Presented by Donald P. Bristol, RP®, Pa.C.P

Tax season is an all-year event for the estate planning and administration paralegal. Decedent's are usually still required to file a final income tax return for the year of death. This course will provide a detailed overview of the unique challenges in marshaling information to prepare the final Form 1040, as well as tips and tricks in the hunt for that data. We'll also review the estate's own income tax return (Form 1041) and its own unique characteristics and complexities, and its impact on beneficiaries.3) You will be able to recognize various ways paralegals can assist attorneys when working on a commercial real estate transaction.

This webinar is approved for 1.0 CLE Credit. Click to order this webinar.

A Day in the Life of a Commercial Real Estate Paralegal (11/4/2020)
Presented by: Mariana Fradman

Paralegals are often involved in various aspects of commercial real estate transactions. This topic helps those professionals to identify different stages of the transaction and how to better manage multi-assignments on any given day.

Learning Objectives:
1) You will be able to define different stages of a commercial real estate transaction
2) You will be able to identify tasks that paralegals can perform
3) You will be able to recognize various ways paralegals can assist attorneys when working on a commercial real estate transaction

This session is approved for 1.0 CLE. Click to order this webinar

NFPA 2020 Annual Convention Continuing Legal Education Sessions (10/22/2020)
The Convention CLE sessions are designed to enhance your knowledge of specific areas in ways that can elevate your paralegal career.

Each session is approved for 1.0 CLE.
Review the sessions and order the recordings

NFPA Webinar: Practical Asset Valuation Tips in Probate and Trust Administrations (8/19/2020)
Speaker: Angela M. Gonzalez

Paralegals are at the forefront of valuing assets in post-death trust and probate administrations. Issues arise if we incorrectly value an asset, or are unaware of the questions we should ask our attorneys and accountants and clients when it comes to obtaining values for certain assets. This is especially true for estates that file a federal estate tax return for portability. We will discuss valuing assets for "regular" and “portability” estates, what questions to ask, and strategies for discussing these assets with your attorneys and accountants. We will not discuss portability tax returns themselves.

Learning Objectives:
1) Regular asset valuations vs portability valuations
2) Difficult assets to value: Closely-held business valuations
3) Difficult assets to value: Digital assets, unclaimed property, personal property, and more
4) Samples of inventory summaries based on specific administration. 

This session is approved for 1.0 CLE. Click to order this webinar

Assemble Documents Faster - Best Practices for Copy and Re-Using Text from Prior Documents (12/03/2019)
Speaker: Deborah Savandra,

Legal professionals often draw on prior documents when drafting new ones. Learn how to repurpose text from old documents into new ones without creating formatting disasters. We'll cover everyth¡ng from advanced pasting techniques to leveraging Microsoft Word's Building Blocks feature to instantly drop in frequently-used text snippets.

This session is approved for 1.0 CLE. Click to order this webinar

Document Automation Tools and Uses (11/7/2019)
Speaker: Joseph Schieffer

New technologies have made it easier than ever to automate documents. Document automation enables law firms to be more accurate, consistent, and efficient in creating documents. Legal services providers that take advantage of modern technologies will improve client service and outpace their competitors. Attendees will learn about the current landscape of document automation tools and technologies. They’ll learn the steps to implement document automation and resources that will be valuable to reference when implementing document automation into their practice.

This session is approved for 1.0 CLE. Click to order this webinar

Sexual Harassment in Housing-When Tenants and Applicants are Harassed, What Can They Do? (9/25/2019)
Speaker: R. Tamar Hagler, Deputy Chief, Housing and Civil Enforcement Section

Sexual harassment in housing impacts countless individuals, resulting in significant distress, eviction and homelessness. The conduct often involves unrelenting, unwanted sexual advances or requests for sexual acts in exchange for a place to live, repairs to the home, reduced rents or delayed evictions. During this session, hear from the Civil Rights Division of the U.S. Department of Justice about how to recognize sexual harassment in housing, and what options may be available to those who have been sexually harassed by property managers, landlords, maintenance workers, housing authority officials, or others with power over access to housing.

This session is approved for 1.0 CLE. Click to order this webinar.

 Paralegals and Unauthorized Practice of Law in 2019 (9/12/2019)
Speaker: Toni Marsh, J.D.

As the paralegal profession grows in numbers, prestige, and range, highly educated and sophisticated paralegals are taking on ever more responsibility and working with increasing independence. This is wonderful for the profession and the public, which enjoys increased access to justice and reduced legal costs. But as the profession expands, it becomes ever more important to define the boundaries of unauthorized practice of law and clearly describe what is. ln this interactive session, Professor Marsh will explain what it means to practice law, provide a concise e-element test to recognize when a situation involves giving legal advice, and take through real and hypothetical situations to demonstrate the concepts reviewed.

This session is approved for 1.0 Ethics CLE. Click to order this webinar.

Digital Assets in Estate Planning and Administration (08/20/2019)
Speaker: Luciann Givonetti, PA.C.P

As the digital age moves at a fast pace, we are finding that many aspects of the law are being affected as well. In particular, estate planning and estate administration practice groups are having to revise documents and processes in order to provide the msot up to date, reliable and accurate information to their clients. It is imperative that today's paralegals be kept informed of this changing environment.

This session is for anyone who would like to learn more about what digital assets are, understand the importance of making sure the assets are accounted for in estate planning, and the "how to" for administering the assets at death. It will assist any paralegals who work in estate planning/administration, as well as those who want to ensure they have an up to date digital asset estate plan.

This session is approved for 1.0 CLE credit. Click here to order this webinar

What's in a Name? Best Practices for Tricky UCC Debtor Names (06/13/2019)
Speaker: Kacy Flowers, CLAS Information Services

The Uniform Commercial Code establishes strict guidelines for properly naming debtors on UCC Financing Statements. Those who prepare and submit UCC filings need a good understanding of the intricacies and best practices regarding UCC debtor names as UCC filing mistakes can have severe consequences for a secured party down the road. Join us online to learn more about:
- Naming Requirements for Business Debtors
- Naming Requirements for Individual Debtors
- Subtle UCC Naming Errors
- DBA and Tradenames 
- Remedies for UCC Filing Mistakes
- And more!

Session approved for 1.0 CLE credit. Click to order this webinar.

VA Pension Benefits 101 (5/31/2019)
Speaker: Kristen R. Matthews, Esq., LL.M., CELA, MacElree Harvey Ltd.

As a follow up to the March 22 "Medicaid 101" presentation, this session, presented by an  elder law attorney possessing the impressive Certified Elder Law Attorney designation ('CELA'), will be a walk through of the rules and application for Veterans Administration Pension Benefits, practical examples, and a walk through of the issues that arise throughout application process that can affect the ultimate approval (or denial) of benefits.

Session approved for 1.0 CLE credit. Click to order this webinar.

Painless Foreign Corporate Qualifications Projects are Possible! (4/23/2019)
Speaker: Kacy Flowers, CLAS Information Services

Coordinating a foreign corporate qualification project requires careful planning and keen attention to detail as mistakes can delay document filing and cost clients valuable time and money.  This presentation uses real-world examples to highlight common pitfalls encountered during foreign qualifications and offers practical tips for how to avoid them.  Join us online to learn more about:
- Project organization
- Corporate Compliance Requirements
- Business Naming Rules
- Supporting Document Requirements
- And more!

Session approved for 1.0 CLE credit. Click to order this webinar

Medicaid 101 (3/22/2019)
Speaker: Kristen R. Matthews, Esq., LL.M., CELA

The issues surrounding long-term care and medical assistance touch nearly every person, and the likelihood that a paralegal will be called to assist an attorney in working with on an elder law case is great.  This session, presented by an expert elder law attorney possessing the impressive Certified Elder Law Attorney designation ('CELA") will introduce the participants to a comprehensive overview of the qualifications, basic rules, and application for medical assistance ("Medicaid"). We will discuss the asset planning tools for clients, the role of the paralegal in the application process, and tips for success.

Session approved for 1.0 CLE credit. Click to order this webinar

Spirits, Restaurants, and Cannabis: What Can They Teach Us About State, Federal and Common Law Trademarks? (2/6/2019)
Speaker: Stephen Grant, B.S., Ch.E., J.D.

Many clients have businesses that are limited to operation/reputation in a local region, such as restaurants, wineries, breweries and, more recently, legal cannabis-related businesses. This class will introduce the general concepts of trademarks, service marks and trade names, as well as the general law of trademarks.

Session approved for 1.0 CLE credit. Click to order this webinar

Interpreting the Perspectives of Paralegals and Paralegal Managers to Give Yourself a Competitive Advantage in 2019 (1/23/2019)
Speakers: Ari Kaplan, Esq; Stephanie Angel, Esq; Jane Anne Gross; Daniel Bonner, Esq

Join legal industry analyst, Ari Kaplan of Ari Kaplan Advisors, in a moderated panel discussion with Stephanie Angel, Esq. of WilmerHale, Jane Anne Gross of Reed Smith, and Daniel Bonner, Esq. of Level 2 Legal Solutions about the findings related to job satisfaction, collaboration, outsourcing, technology, and effectively navigating the law firm environment in a newly-released market research study based on interviews with a wide range of paralegals and paralegal managers. The session will help attendees identify areas of opportunity in 2019 and highlight skills that could provide a competitive advantage.

Session approved for 1.0 CLE credit. Click to order this webinar

Social Media Investigations: Don’t Miss the Boat (9/27/18)

Speaker: Joseph Jones, Bosco Legal Services, Inc

In this class Joseph Jones will teach the attorneys how social media and internet use have opened up new avenues for legal investigations. He will address why social media investigations are important to almost every case type. He will also discuss how to correctly locate, preserve and authenticate online content, and why a printed copy of something online is insufficient to produce as evidence. The discussion also includes ethical discussions on what you should/shouldn’t be doing in regards to sending “friend” requests or other communications with subjects of the investigation. Case law discussed will include what happens when law firms give no advice or bad advice to their clients regarding how to handle their social media accounts during litigation.

Session approved for 1.0 CLE credit. Click to order this webinar

Failing at the Finish Line: How Law Firms Lose Prospective Clients at the Front Door (8/29/2018)
Presenter: Tina Johnston, FindLaw

Chances are you lost a potential client in the past week. It’s not because your website failed to attract visitors or that a lone, negative online review dissuaded an inquiring consumer. Rather, it’s because that attorney-seeker slipped through your fingers at the point of initial contact. The problem lies with your intake process, and your firm is not alone. This presentation will illustrate just what’s at stake for law firms and outline how they can improve how they handle client intake.

Session approved for 1.0 CLE credit. Click to order this webinar

It’s that time - trial time! Preparing a rock star trial notebook is key  (7/18/2018)
Speakers: Mindi L. Schaefer, M.S., RP, OSBA, AACP and Carrie E. Davis, CP, Poling 

A properly organized and prepared Trial Notebook can be the difference between winning and losing for the Trial team. This CLE webinar will explore types of Trial Notebooks, techniques for creating Trial Notebooks, Trial phase components, elements of a legal matter, and other Trial related items from the perspective of two experienced litigation paralegals with a combined level of Trial experience in excess of 40 years.

Session approved for 1.0 CLE credit. Click to order this webinar

Medical Malpractice 101: From the Paralegal’s View (5/21/2018)
Speaker: Callie A Kessler, Paralegal

This presentation will give the audience real world tips and tricks to setting depositions. The presentation will cover all aspects of the deposition process from setting the date/time, tracking all potential deponents, developing relationships with the local court reporters, and making sure that all transcripts and exhibits received. 

Learning Objectives:
1. Working with paralegals/secretaries of the other parties.
2. Tips for organizing depositions in case that have multiple parties, each having numerous witnesses and experts.
3. Working with medical personal, and obtaining a timely response. 
4. Limiting frustration of all parties involved when multiple changes occur in the process.

Session approved for 1.0 CLE credit. Click to order this webinar

What Every Paralegal Should Know About Medical Experts (4/24/2018)
Speaker: Katie Clark, RN, MSN/MBA, Poling Law

The presentation will provide a look into the use of medical experts with guidance on the identification, location and retention of experts to help support any case.

Through this presentation, listeners will be able to:
1. Identify medical expert role in legal cases;
2. Utilize case background and information to determine the best expert for review;
3. Successfully locate and communicate with medical professionals for retention;
4. Develop and maintain professional relationships with experts.

Session approved for 1.0 CLE credit. Click here to order this webinar.

Life Care Plans - Who, What, When and Why? (4/19/2018)
Speaker: Misty Coffman, Rn, CLNC, MSCC, CNLCP

Paralegals are frequently assigned to locate and procure Life Care Planners to address future care needs and serve as expert witnesses. This webinar will address ways to streamline the process and help the paralegal find a great expert for each case, thus making the paralegal more valuable to the organization. Tune in to find out the “who, what, when, and whys” of Life Care Planning. You’ll be glad you did!

Session approved for 1.0 CLE credit. Click here to order this webinar.

Social Media Preservation, Subpoenas and Search Warrants (3/28/2018)
Speaker: Emily R. Morrison, Knox County Prosecutor’s Office

This presentation reviews the best way to preserve evidence on multiple social media platforms and what is required to obtain it. This session will also review the different types of formats in which the evidence is provided from social media platforms and how to go through that material. There will be actual examples shown and discussed, as well as handouts provided.

Session approved for 1.0 CLE credit. Click here to order this webinar.

Law and Ethics and Paralegals…Oh My! - (3/20/2018)
Speaker: Mianne L. Besser, NFPA Director, Region II, Otten Johnson Robinson Neff + Ragonetti, PC

Ethical minefields can occur on a daily basis and paralegals need skills and knowledge to identify them while remaining steadfast in their ethical standards. Learn strategies for avoiding unauthorized practices of law (UPL), understanding the parameters that apply to the newer classifications of paralegals and ensuring client confidentiality.

Session approved for 1.0 Ethics CLE credit. Click here to order this webinar.

Improve your Relationship Skills through Emotional Intelligence - (2/8/2018)
Speaker: Peg Buehrle, Take Action Business Coaching 

We will deliver a program that will help you build your EQ (Emotional Intelligence) using four core EQ skills: self -awareness, self-management, social awareness and relationship management. The result of this program will give you better control and tools to help understand each situation you encounter and how to gain the best results. 

Session approved for 1.0 CLE credit. Click here to order this webinar.

Dental Malpractice 101 for the Paralegal - (1/25/2018) (64 minutes)
Speaker: Paul-Michael La Fayette, JD, Mazanec, Raskin & Ryder 

This seminar is designed to provide paralegals with a unique understanding of dentistry that would enable them to have a baseline proficiency in working on a dental malpractice case. This seminar will also cover key issues such as understanding of dental anatomy, treatment planning, and common causes for treatment failure. It will also address aspects of dental malpractice litigation to include discovery and retention of appropriate experts. 

Session approved for 1.0 CLE credit. Click here to order this webinar.

Shoulder Dystocia: one of the top three obstetrical conditions for litigation (1/16/2018)
Speaker: Kim Murphy, MS, CNP, RNC, C-EFM

Shoulder dystocia is one of the top three litigation reasons in obstetrics. A shoulder dystocia is a true obstetrical emergency that cannot always be predicted. This course will enable the learner to understand the reasoning behind the actions taken by the delivering provider and possible outcomes for the mother and baby.

Session approved for 1.0 CLE credit. Click here to order this webinar.

The Addicted Lawyer: How We Got Here and How We Solve It (11/9/2017)
Speaker: Brian Cuban

Substance use disorders have always been higher than the societal norm in the legal profession. Most lawyers know someone in the legal profession whose career was either lost or significantly harmed due to addiction. Attorneys and law students, like anyone else, can be genetically predisposed to alcoholism, substance use disorders, depression, eating disorders and even adult self-harm. The stress of practicing law can be an environmental trigger to these issues. The associated shame and fear of judgment can inhibit a lawyer from disclosing these issues until there are both physical and employment consequences. Brian Cuban discusses his experiences with mental health issues, both as a law student at the University Of Pittsburgh and practicing attorney in Dallas Texas for over twenty years. Brian discusses his recovery, redefining his career as well as restoring family and passion for life.

Session approved for 1.0 Ethics CLE credit. Click here to order this webinar.

Access to Justice and the Court Navigator Program - (2017 Joint Conference) (51 minutes)
Honorable Jonathan Lippman, Chief Judge of the New York Court of Appeals

This video counts for .75 Ethics CLE credit. Click here to order this video.

Justice Delayed is Justice Denied – Equal Access to the Courts - (Joint Conference 2017) (59 minutes) 
Marty Tankleff, Vice President, Absolutely Innocent, Exoneree Advisory Committee Member, Innocence Project

Session approved for 1.0 CLE credit. Click here to order this video.

Ethical Challenges and Implications: Social Media and Networking  - (2017 Joint Conference) (recorded 64 minutes)
Sybil Taylor Aytch, NFPA Bar Association Coordinator

Session approved for 1.0 Ethics CLE credit. Click here to order this video.

Legal Project Management: Paralegal Training (7/13/2016)
Speaker: Marhya Fasching, Attorney, Certified Legal Project Manager and Tina M Johnson, PACE® Registered Paralegal, GPM Gray Matter Certified Legal Project Manager

Legal Project Management is a life cycle process beginning from the inception of a matter to its after-action review. Paralegals are an integral part of the legal team; are often involved in matters from inception; are practice area experts; and are in the perfect position to actively manage matters. Further, leveraging paralegals in budgeted matters can provide significant cost-savings to clients. This presentation provides an overview of legal project management specifically focused on paralegals. 

Session approved for 1.0 CLE credit. Click here to order this webinar.

“Strategically Protecting Privilege Materials: Proactive steps, Discovery Responses and Traps for the Unwary” (4/5/2016)

The costs and time associated with protecting privileged material among the tide of rapidly expanding data is a well-documented challenge that continues to develop. While much of that development focuses on mining the data for privileged material, this program steps back to examine the fundamental legal considerations that must be considered as the starting point of protecting privilege through an information governance program or in ediscovery.

Adhering to the maxim of “garbage in, garbage out,” the program will begin by addressing the business purpose of privilege to an organizational client, such as a corporation. We will then examine the manner in which privileged communications arise within such an organization, including best practices to protect privileged communications, and associated strategic considerations. Finally, we will highlight some traps for the unwary that arise during ediscovery, particularly in connection with Federal Rule of Evidence 502.

Throughout these topics, we will discuss the costs and benefits associated with both the creation and defense of privileged material, with an emphasis on the important role that paralegals play in enhancing the benefits of privileged material while converting costs into meaningful business investments.

Session approved for 1.0 CLE credit. Click here to order this webinar.

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