2015 Joint Conference - Regulation Conference Details

2015 Regulation Conference Schedule –  May 1, 2015

9:00 – 9:15 a.m.
 
Welcoming Remarks
 
Lisa Vessels, RP®, CP, FRP
NFPA President

9:15 – 9:45 a.m.
 
Regulation Update by State
 
Lisa Vessels, RP®, CP, FRP
NFPA President

9:45 – 10:45 a.m.
 
The Legal Technician concept and the process the Task Force went through to try to create a Legal Technician in Oregon
 
Sylvia Stevens
Oregon State Bar Executive Director

10:45 –11:00 a.m.
 
Break 

11:00 – 12:00 p.m.
 
Washington’s LLLT Program
 
Paula Littlewood
Washington State Bar Association Executive Director

Steve Crossland
Washington LLLT Board Chair

12:00 – 1:30 p.m.
 
Lunch 

1:30 – 2:30 p.m.
 
Roadmap for developing a Regulation Program
 
Lori Boris, RP, MnCP
Minnesota Paralegal Association NFPA Secondary Representative and Certification Co-Ambassador
NFPA Certification Coordinator - Ambassadors

Maren Joyce Schroeder, MnCP
Minnesota Paralegal Association Regulation Committee Chair

2:30 – 3:30 p.m.
 
Ethics - UPL and Ethical Dilemmas
 
Lynne-Marie Reveliotis
NFPA Vice President & Director of Positions and Issues

3:30 – 3:45 p.m.
 
Break 

3:45 – 4:30 p.m.
 
Legislative Drafting for a Legal Technician Concept
 
Linda Odermott, RP
NFPA Regulation Review Coordinator
Oregon LLLT Task Force Member
Oregon Paralegal Association Certification Ambassador & Military Outreach Liaison


Speaker Highlights


Lisa Vessels, RP, CP, FRP
NFPA President

Lisa Vessels, RP, CP, FRP lives in Miami, Florida, and is employed by Duane Morris LLP managing the rules-based docketing software used by 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 has served in many additional roles such as Webmaster, Treasurer, Secretary, and Membership Chair since joining in 2005.

She served as NFPA’s Regulation Review Coordinator from November 2009 until September 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 third 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.

Lisa 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. Lisa earned the Certified Paralegal® designation in September 2005, qualified as a Florida Registered Paralegal of The Florida Bar in June 2008, and earned the PACE® Registered Paralegal designation in September 2012.



Linda Odermott, RP
NFPA Regulation Review Coordinator
Oregon LLLT Task Force Member
Certification Ambassador & Military Outreach Liaison, Oregon Paralegal Association

Linda Odermott, RP is the paralegal for the Tualatin City Attorney in Tualatin, Oregon. She also teaches real property/land use in the Paralegal Program at Portland Community College. She is the current Regulation Review Coordinator for NFPA, the Certification Ambassador for the Oregon Paralegal Association (OPA), a Board Director on the OPA Board of Directors, as well as the Military Outreach Liaison for the Pro Bono Committee of OPA. Linda was also appointed by the Oregon State Bar Board of Governors to be a task force member for the Limited License Legal Technician Task Force of the Oregon State Bar in June of 2013, where she continues to work with magistrates, attorneys, legal educators and other esteemed members of the legal community on this evolving issue.
Ms. Odermott is a former member of the Everest College Paralegal Program Advisory Committee for the Portland Campus, and the former PR Chair for OPA.  Ms. Odermott started her paralegal career in family law with a single attorney; transitioned into construction defect litigation with a mid-size firm; and has spent the last six years with the City of Tualatin, assisting with the myriad of complex legal issues that come up for an attorney’s office for an Oregon municipality.



Lynn-Marie Reveliotis
NFPA Vice President & Director of Positions and Issues

Lynne-Marie Reveliotis is the current President and CEO of LMR Enterprises, LLC., 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.



Paula Littlewood
WSBA Executive Director
Paula Littlewood joined the WSBA staff as Deputy Director in September 2003 and became the Executive Director in May 2007.  Paula is a graduate of the University of Washington School of Law and also received a master’s degree in International Studies from the UW.  Prior to law school, she was a professional campaign coordinator and fundraiser here in the state, working both on statewide candidate and initiative campaigns as well as local legislative races.  She also taught English in Taiwan for 2 years and spent another 10 months traveling in China and Southeast Asia.  After law school, she served as Assistant Dean for Administration and Public Relations at the UW Law School for 5 years, then spent a year in Telluride, Colorado, before joining the WSBA.
In addition to her full-time position as Executive Director of the WSBA, she is a member of the Executive Committee of the University of Washington School of Law’s Leadership Council; serves as Chair of the National Association of Bar Executives (NABE) Program Committee; and is a member of the International Institute of Law Association Executives (IILACE) Program and Executive Committees.  She recently served as a member of the American Bar Association’s Task Force on the Future of Legal Education and is currently serving on the ABA’s Commission on the Future of Legal Services.



Steve Crossland
Chair, Washington LLLT Board
Steve Crossland has been practicing law for over 40 years.  He is a 1969 graduate of Stanford University with a degree in Political Science.  Lewis and Clark College, Northwestern School of Law in Oregon conferred a JD in 1973.  The Washington Supreme Court appointed Steve to Chair the Limited License Legal Technician Board in December 2012.  Steve was President of the Washington State Bar Association (WSBA) in 2011 and also served on the WSBA Board of Governors from 1995 -1998.  In 2002 he received the Award of Merit from the WSBA, which is the highest award conferred upon a lawyer in the association.  Evolving over the years, his practice now focuses on real estate, estate planning, business law and mediations.  Over the past 25 years, he has served on a variety of committees and task forces dealing with the unauthorized practice of law, access to justice and related subjects.



Lori Boris, RP, MnCP
NFPA Certification Coordinator - Ambassadors
NFPA Secondary Representative and Certification Co-Ambassador, 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, and in 2009, became a PACE Registered Paralegal. 

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.



Maren Joyce Schroeder, MnCP
Regulation Committee Chair, Minnesota Paralegal Association
Maren Schroeder, MnCP, a freelance paralegal in southeastern Minnesota, has nearly ten years of experience as a paralegal assisting attorneys with everything from bankruptcy and bankruptcy litigation to criminal defense and intellectual property law. Most recently, she was a field manager, researcher, and policy advisor for the Independence Party’s candidate for Minnesota Attorney General. She has a B.S. in Paralegal Studies and is currently working on her MBA in Legal Administration at the Minnesota School of Business. Also active in the community, Maren serves on her city’s Planning & Zoning Commission, is a volunteer crisis advocate for victims of sexual assault, and holds leadership roles in various social justice and political organizations.

Maren is the Regulation Committee Chair for the Minnesota Paralegal Association, as well as a member of the NFPA’s Regulation and Legislative Committees. Working with MPA’s Regulation committee in 2014, Maren was instrumental in developing the Minnesota Certified Paralegal.



Sylvia Stevens
OSB Executive Director
Sylvia E. Stevens is the Executive Director of the Oregon State Bar. She joined the OSB staff in 1992 and served as Deputy General Counsel for 14 years and General Counsel for four years before her appointment as Executive Director in 2010. Prior to joining the bar, Ms. Stevens was a partner in a Portland, Oregon law firm where she had a varied civil practice that included commercial and family law.  A long-time volunteer in professional organizations, Ms. Stevens served on the OSB Board of Governors before joining the bar staff and was OSB Vice-President in 1991-1992. She has served as president of the Multnomah Bar Association, Oregon’s largest voluntary bar, and was a founding board member of the Multnomah Bar Foundation, an organization dedicated to promoting civic education about the rule of law and the legal system. Ms. Stevens has been a member of the ABA Standing Committee on Client Protection and has served two terms on the ABA Standing Committee on Ethics and Professional Responsibility. She is currently serving on the ABA Center for Professional Responsibility’s Policy Implementation Committee.

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