2020 Convention Continuing Legal Education

2020 Convention: Continuing Legal Education 

The Thursday educational sessions are designed to enhance your knowledge of specific areas in ways that can elevate your paralegal career. 
Purchase all recordings as part of a bundle order

8:30 am CDT

  • Meet and Confer Checklist
    This presentation will cover the information you need to have at hand to successfully represent your client at the Meet and Confer Conference. Ms. Fessler will provide a checklist to follow when preparing for and participating in the conference. Anticipating areas of controversy and understanding key areas of collaboration is critical when approaching the conference. From suggested keywords, agreed upon search methodology, and forward onto production specifics, it is ever more important to be well versed and well prepared.

    This course is eligible for 1 General CLE credit, 
    Purchase Recording

    Presented by: Heidi Fessler, Innova Law Group
    Heidi Fessler is a business partner that brings extensive knowledge as an attorney having worked with clients ranging from small businesses to Fortune 500 enterprises. Her technology knowledge enables her to uniquely advise clients on risk while also partnering with the technology team to implement the plans critical to compliance. She opened her own firm in 2019to serve companies seeking premier privacy and data security with an action-oriented approach to manage risks within the evolving global legal and technology landscape.



  • True Due Diligence for Paralegals: Insights from the Trenches 
    Enjoy war stories and insights shared from decades of research. Everything from Property and Corporate related issues to the elusive UCC will be tackled in this session to assist paralegals.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Ryan Baker and Mandy Dietz

    Ryan Baker
    Ryan Baker has been refining the art of client relations to the legal industry for Capitol Lien for a decade. With degrees in both Management & Marketing in conjunction with an understanding of risk mitigation, he leans on these skills to get to the heart of solutions for clients nationwide. He also serves on the board of the Commercial Finance Association's MN Chapter.

    Mandy Dietz
    Mandy Dietz has been conducting research for Capitol Lien for 15 years. She oversees all Research Supervisors & Coordinators in achieving the most timely and comprehensive results for clients. She has past experience as a Paralegal and also currently serves on the UCC Education Committee for the National Public Record Retrievers Association providing industry insight to article revisions and research standards.


  • Immigration Law - Overview and Landscape Since 2017
    This presentation will cover the immigration system and agencies involved; governance by law or policy; administrative and adjudicative changes over the last few years and outlook after 2020.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Jennifer Mojica, Immigration Attorney, Frederickson & Byron
    Jenny advises multinational, regional and local clients on diverse employment-based immigration matters, closely partnering with employers and employees to navigate the ever-changing immigration landscape. Jenny has extensive experience counseling clients on the range of temporary and permanent employment-based immigration options, collaborating with clients to develop comprehensive and creative immigration strategies, policies and systems, and advising clients on immigration compliance questions. Jenny’s practice has afforded her the opportunity to partner with clients in a broad range of industries, including information technology, medical device development and manufacturing, consumer retail and ecommerce, fitness and sports, healthcare, engineering and television, among others. Jenny has worked in the field of employment-based immigration for more than 15 years. Prior to law school, she worked as an immigration paralegal at a large corporate immigration firm in San Francisco, California. She has been a licensed attorney, practicing almost exclusively in employment-based immigration law, since 2006. She regularly presents at local and regional immigration conferences and is an adjunct professor at the University of St. Thomas School of Law where she co-teaches immigration law.

  • Trolls, Scandalous Language and Secrets: Recent Developments in the World of Intellectual Property
    Terry Newby will discuss recent developments in intellectual property law that will affect business owners and legal professionals. These topics include recent Supreme Court decisions concerning patents; the effect that non-practicing entities, also known as “patent trolls,” have had on the legal landscape; and two recent Supreme Court cases concerning trademarks that will fundamentally alter years of established trademark practice.

    This course is eligible for 1 General CLE credit
    Please note that there is no recording of this session and it is listed here for historical record.

    Presented by: Terry Newby, Maslon LLP
    Terry Newby has extensive experience assisting clients with their intellectual property, e-commerce, and complex commercial litigation needs. He has successfully represented clients in state and federal courts throughout the country in a broad range of infringement matters involving patent, trademark, copyright, and trade dress as well as licensing disputes. In addition, Terry has taken intellectual property matters to trial, including federal jury trials in patent infringement, trademark infringement, and false advertising cases under the Lanham Act. His clients include software companies, consumer products companies, e-commerce and emerging technology companies, and medical device companies. With a relentless focus on practical solutions to difficult problems, Terry regularly helps his clients navigate complex intellectual property matters. He devotes a large part of his practice to proactively drafting IP licenses, including confidentiality and non-disclosure agreements and software license agreements, so his clients can avoid litigation. When litigation is the only remaining option, Terry has the litigation and trial experience necessary to protect his client's intellectual property. Counseling clients and providing practical, common sense solutions are the core of Terry's practice. Terry has significant appellate experience and has briefed and argued appeals involving complex commercial disputes, patents, and trademarks in various jurisdictions, including the Federal Circuit Court of Appeals and appellate courts in Minnesota, Iowa, and Illinois. He is also licensed to appear before the United States Supreme Court. When not practicing law, Terry writes fiction, including novels and plays. His first play, "The Cage," was professionally staged in St. Paul in 2016. His latest play, "The Body Politic," was staged in June 2018.

10:00 am CDT

  • Supply Chain Contracting 101
    Learn the most important considerations in technology supply chain contracting, including important clauses; negotiation leverage, dynamics, and strategies; and “battle of the forms.”

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Jennifer Arbuckle, Thomson Reuters
    Jennifer Arbuckle is the Assistant General Counsel for the Global Technology and Sourcing functions at Thomson Reuters. Her practice involves providing legal review for all aspects of the supply chain, including template creation; agreement review and negotiation; supply chain policies; compliance with global supply chain-related laws; software license compliance; privacy; cyber-security; and general technology policies and compliance. Ms. Arbuckle has held a variety of positions at Thomson Reuters from being a network engineer during her early career, leading the Technology Sourcing function, to joining the Legal Department in 2007. She has a B.A. in Mathematics from St. Olaf College in Northfield, MN, and a J.D. from William Mitchell College of Law.

  • Ethical Issues Affecting Paralegals
    This session will cover ethical standards and procedures that paralegals regularly face.  We will use hypotheticals and real world examples to address the ethical challenges that are encountered daily in the legal environment.  Topics covered will include ethical regulations, confidentiality, conflicts of interest, and unauthorized practice of law.
    *NFPA Code of Ethics cannons apply*

    This course is eligible for 1 Ethics CLE credit,
    Purchase Recording

    Presented by: Michael Flom, Attorney, GPM
    Michael C. Flom is General Counsel of CLA (CliftonLarsonAllen LLP), which provides wealth advisory, outsourcing, audit, tax, and consulting services to its clients in over 120 U.S. locations and a global affiliation.  Mr. Flom is responsible for advising the firm’s leadership, professionals and staff in legal, professional liability and ethics issues.  Prior to joining CLA, Mr. Flom was a Principal and General Counsel of the Minneapolis law firm Gray Plant Mooty, where he practiced in the areas of business litigation and professional responsibility.  He is extensively involved in professional ethics and professional liability and is a frequent lecturer on those topics.  He earned his B.A. degree, magna cum laude, from the University of Minnesota, and his J.D. degree, cum laude, from the University of Michigan Law School. 


  • Millennials and Gen Xers are in Your Jury: Are You Ready? 
    On any given day, in courtrooms across the country, trial teams see no less than four generations sitting in the jury box: the Silent Generation, baby boomers, Generation X, and millennials.  Understanding these multi-generational jurors and what visuals speak to them are critical aspects of jury trials.  Participants will learn about these generational differences and how to take them into account when preparing for trial.

    The presentation includes a brief introduction into the rationale behind the generational perspective; a description of the general tendencies of jurors of the three most prevalent generational cohorts: Baby boomers, Generation X and Millennials; tips for tailoring your case for the seated jury; and a discussion on the types of visuals that will resonate with jurors.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Adam Bloomberg, Adam Wirtzfeld, and John Ilg; Litigation Insights

    Adam Bloomberg
    With more than 24 years of experience, Adam has consulted with hundreds of trial teams and corporate clients to develop communication strategies and presentations that educate, inform and persuade.  He creates materials and exhibits for mock trials, focus groups, arbitrations and trials.

    Adam has led trial and war room technology and logistics efforts for a plethora of cases, such as toxic tort, product liability, financial and commercial cases.  Over the years, he has published articles on trial technology in various professional periodicals including the National Law Journal.

    Adam Wirtzfeld
    With 19 years of experience as a graphic designer and 15 creating demonstratives for the courtroom, Adam is an accomplished visual storyteller who is adept at explaining complex ideas through a careful combination of words and images. As our Director of Production, Adam oversees and helps design and plan a wide variety of concepts with his design team and animators.  He works directly with trial teams to identify communication challenges and create compelling visual presentations that convey the necessary messages, while matching the team’s presentational style.  His experience in thematically communicating case themes has proven effective in front of juries, judges and arbitrators in diverse venues around the country.

    John Ilg
    With over 20 years of experience as a technical illustrator of courtroom graphics, John is highly skilled at crafting visuals for complex legal and scientific matters. Before joining Litigation Insights, John worked on major litigation projects for Staehle Consulting, and as an Art Director for an international knowledge-management consulting company. He has also performed extensive photographic work for a variety of law firms and engineering companies where detailed images of specimens or equipment were needed.

    As a Design Consultant, John brings his keen eye to Litigation Insights’ Visual Communications team, where he works with clients to design and develop effective visual demonstratives for courtroom use. John excels at translating dense information and intricate processes into presentations that jurors understand and remember.


  • Communicating in the Shadows: What You Need to Know About the Messaging Applications Used by Bad Actors
    Consumers have a wide variety of mobile messaging platforms that they can freely use on a daily basis. While this opportunity benefits the average consumer, it also benefits bad actors looking to hide or obfuscate communication. Furthermore, with an increased societal and regulatory concern on consumer privacy, we have also seen an influx of communication applications that heavily leverage end-to-end encryption, or designed ephemerality. This changing landscape impacts a variety of stakeholders- IT, information security, forensic investigators, and legal professionals need to be aware of their options to detect, collect, and analyze data from these sources. This panel discussion will feature experts in this space who will discuss the contemporary landscape, available workflows, and ongoing issues and implications to consider moving forward.

    This course is eligible for 1 General CLE credit, Purchas
    e Recording

    Presented by: Rene Novoa, Haystack ID, Joseph Pochron, EY, and Kimberly Quan, Juniper Networks 

    Rene Novoa
    Rene Novoa is currently a Senior Forensic Consultant at HaystackID.  A firm that helps corporations and law firms find, listen, and learn from data when they face complex, data-intensive investigations and litigation. He has over 19 years of experience in the technology arena related to data recovery, computer and mobile forensics. He had specialized in preservations and collections from failed devices.

    Rene has given presentations and lectures on wearable devices, emerging technology, overcoming forensic challenges at various events including HTCIA chapters, National Cyber-Crimes conference, and for a WiE Chapter (Women of eDiscovery). He currently is the Treasure of the Silicon Valley HTCIA chapter.


    Joseph Pochron
    Joseph Pochron currently serves as a Senior Manager for EY in their Forensics, Privacy & Cyber Response practice, presently based in San Francisco, CA. Prior, Joseph served as the President of the Forensic Technology and Consulting for Transperfect Legal Solutions, providing management and oversight of more than a dozen digital forensic laboratories and their personnel. Joseph has extensive experience in digital forensics, previously assigned as the Commanding Officer of the Lehigh County Computer Crimes Task Force (L3CTF) through the Lehigh County District Attorney’s Office. Prior to his appointment to the Lehigh County District Attorney’s Office, Joseph served as a Detective with the Upper Saucon Township Police Department, spending several years investigating cybercrime. Joseph has taught undergraduate and graduate level courses in criminal justice and digital forensics for multiple academic institutions and in 2014, became the Director of Digital Forensics at DeSales University. In that role, Joseph was responsible for developing an undergraduate academic track in Digital Forensics as well as implementing a certificate in Digital Forensics curriculum for the graduate program.


    Kimberly Quan
    Kimberly Quan is the Global Head of eDiscovery and Digital Forensic Investigations at Juniper Networks, concentrating on operational efficiency and maturity. She is a key member of the Information Security Team that focuses on Forensics, eDiscovery, Data Loss Prevention, and Information Governance (IG). Prior to Juniper, Kimberly engaged with clients on behalf of her own boutique consulting firm, KayQueue LLC and, before that, notable global public consulting firms. She has engagements with clients in the Americas, Asia Pacific and EMEA with IG and incident response projects that also involved other disciplines, such as data preservation, project management (agile, waterfall, and blended), and change management. Her cross-discipline and cross-domain experience lead to the identification of and managing against risk. Recently, Kimberly assisted Farmers Insurance Group with building a world class information governance and litigation support program, which program was honored in 2017 with ARMA International's highest award, Excellence for An Organization. She is currently Assistant Director for the Silicon Valley Chapter of Women in eDiscovery (WiE), Program Director of the San Francisco Chapter of ISSA, Vice-Chair of the Pacific region for InfraGard SIG, and has been active as a board member of the High Technology Crime Investigators Association (HTCIA) and as a member of several other associations, including EDRM, ISACA, ABA, etc.

1:00 pm CDT

  • Settling the Matter: Uses and Benefits of ADR and the Mediation Process 
    In this session, participants will learn about mediation – what it is and how it can be used in a variety of cases. The session will start with an overview of the various ADR processes and when one might use each, with a special focus on mediation. Variations across jurisdictions will be shared including how community mediation fits into this picture and when it might be a good option.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Sharon Press, Professor, Mitchell Hamline Law School
    Sharon Press is Director of the Dispute Resolution Institute and Professor of Law at the Mitchell Hamline School of Law in St. Paul, MN and serves as Co-President of Community Mediation Minnesota, the umbrella organization for the state-certified community mediation programs in Minnesota. Press also serves as secretary of the board for Community Mediation and Restorative Services (CMRS) and is a board member of the Institute for the Study of Conflict Transformation. She also mediates regularly in Conciliation and Housing Courts.

    Press is the recipient of numerous professional awards, including the Mary Parker Follett Award for Excellence and Innovation in Dispute Resolution presented by the Association for Conflict Resolution and CPR Institute for Dispute Resolution’s Special Award for Distinguished Contributions to the Field and Future of Dispute Resolution. Prior to joining Mitchell Hamline Law, Press served as director of the Florida Dispute Resolution Center where she was responsible for the ADR programs for the Florida state court system. She received her B.A. from The George Washington University School of Public and International Affairs and her J.D. from The George Washington University National Law Center.

  • Ethical Considerations for Paralegal Practice

    Through Minnesota Judicial Order, a committee was charged with recommending a proposed structure for the delivery of civil legal services by legal paraprofessionals. These professionals may potentially practice law within a limited scope in a designated area and work under the supervision of a licensed attorney. What does this mean and what are the ethical considerations for the paralegal practice of law? 

    *Note: all ethics cannons and ABA model rules are incorporated*

    This course is eligible for 1 Ethics CLE credit, Purchase Recording

    Presented by: Sally Dahlquist, J.D., Paralegal Program Director, Inver Hills Community College; Lynda Nelson; Tom Nelson, Past President, Minnesota State Bar Association; Judge John Rodenberg, Senior Judge, Minnesota Court of Appeals; Rachel Albertson, MnCP, Regulation Chair, Minnesota Paralegal Association 

    Sally Dahlquist, J.D., Paralegal Program Director, Inver Hills Community College
    Sally Dahlquist, J.D. serves as the ABA Approved Paralegal Program Director and Chair of the Yellow Ribbon Company at Inver Hills Community College in Minnesota. She is very active as a member of the American Bar Association Standing Committee on Paralegals and was grateful to serve as the Past Chair of the ABA Approval Commission for Paralegal Educational Programs. Ms. Dahlquist was also honored to serve on the Minnesota Implementation Committee for Proposed Legal Paraprofessional Pilot Project formed by the Minnesota Supreme Court from March, 2019 through February, 2020, and as an active participant on the Alternative Legal Models Task Force for the Minnesota State Bar Association from February, 2016 through March, 2017.

    Ms. Dahlquist began as a legal receptionist, worked her way to paralegal in the probate and corporate areas of small and large firms, and practiced family law as an attorney. Transitioning from the legal office to the classroom, Sally followed her passion to serve our citizens by assisting students with their educational goals, providing opportunities to all people to read, study, and learn new ideas and about the law, and preparing them for careers in the legal community.

    Lynda Nelson
    Lynda Nelson started as a paralegal with the Office of Lawyers Professional Responsibility as a paralegal. Ms. Nelson was appointed the Office’s paralegal supervisor in 1990 and has served in that role since that time. Ms. Nelson’s responsibilities include investigation, drafting charging, dispositional and other documents, assisting with litigation, auditing trust accounts, responding to telephone inquiries concerning the disciplinary process and/or the status of pending complaints, assisting in the administration of the Office’s trust account overdraft notification program and supervising the Office’s five other paralegals. Ms. Nelson is a frequent writer and lecturer in the area of paralegal ethics. She co-taught the legal ethics curriculum to Hamline University paralegal students for many years. 

    Ms. Nelson received her bachelor’s degree from the University of Minnesota in 1988. Prior to joining the Office of Lawyers Professional Responsibility, she worked for eight years as an assistant to a lawyer in a general, solo practice.

    Thomas F. Nelson, Partner, Stinson, LLP
    Thomas F. Nelson is a partner at Stinson LLP, Minneapolis Minnesota practicing in the areas of construction and business litigation. Known to all as Tom, he “best exemplifies the pursuit of the practice of law as a profession, including a spirit of public service and promotion of the highest possible level of competency, integrity, and ethical conduct” as stated in his receipt of the Hennepin County Bar Association Attorney Professionalism Award.
    Tom Nelson served as an active member on the Minnesota Implementation Committee for Proposed Legal Paraprofessional Pilot Project (2019-2020) and the Alternative Legal Models Task Force for the Minnesota State Bar Association (2016-2017). He was honored by the United States Court of Appeals for the Eighth Circuit in the Minnesota as recipient of the Richard S. Arnold Award for Distinguished Service and Lifetime Achievement. Tom is committed to diversity and inclusion, was recently named as the firm’s 2019 Champion of Diversity and Inclusion, was selected as a Minnesota Lawyer 2018 Diversity & Inclusion Honoree (Legacy), and served as an at-large member of the MSBA’s Diversity and Inclusion Leadership Council. He has also served on the Board of Directors of the Global Rights for Women. Tom earned his Juris Doctor degree from the University of Connecticut School of Law, his M. A. R. from Yale University, and his B. A. from Saint Olaf college.
    Honorable Senior Judge John R. Rodenberg, Minnesota Court of Appeals
    Honorable Senior Judge John R. Rodenberg of the Minnesota Court of Appeals served as Co-Chair of the Minnesota Implementation Committee for Proposed Legal Paraprofessional Pilot Project from March 2019 to February, 2020 through an Order of the Minnesota Supreme Court, and contributed as an active member of the Alternative Legal Models Task Force of the Minnesota State Bar Association from February, 2016 to March, 2017. In addition, Judge Rodenberg presented as a keynote speaker and panel presenter at the Minnesota Paralegal Association Conferences.

    Serving for 8 years as a Minnesota Court of Appeals Judge (ret.), 9 ½ years as Minnesota District Court Judge and over 18 years as a partner in Berens, Rodenberg & O-Connor, Chartered, Judge Rodenberg has been engaged with the practice and administration of equal justice under the law. He was the recipient of the Rosalie E. Wahl Judicial Award of Excellence from the Minnesota State Bar Association, was Vice-Chair of the Minnesota Judicial Council, and Chair of Access and Service Delivery Committee of Judicial Council. Judge Rodenberg earned his Juris Doctor, cum laude, from Hamline University School of Law, St. Paul, MN, and his Bachelor of Arts degree, cum laude, from St. Olaf College, Northfield, MN.

    Rachel Albertson, MnCP, Paralegal, Legal Aid Service of Northeastern Minnesota
    Rachel R. Albertson is Minnesota Certified Paralegal (MnCP) employed with Legal Aid Service of Northeastern Minnesota (LASNEM) for the past fifteen years. Working in civil legal services she has found a passion for public interest and poverty law along with specific interest in innovative and efficient solutions for providing equal access to justice in rural Minnesota.  

    Prior to joining LASNEM in 2005 she worked as a paralegal with a focus on family law, criminal defense and personal injury after receiving an Associate of Applie
    d Science (AAS) Paralegal degree from Minnesota School of Business in 2003.

    Rachel participated in the Legal Paraprofessional Pilot Project Focus Group and serves as the 2020 Minnesota Paralegal Association (MPA) Regulation Chair.

  • Presentation Software: What to Use and When to Use Them
    Bill will discuss the differences and benefits of various presentation software for the courtroom.  Whether it’s PowerPoint, Trial Director, On-Cue, Prezi, Acrobat, or VR, Bill will demonstrate their capabilities and how to use them. It’s not just about using one of them, it’s the potential of using several of them to achieve your presentation goals.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Bill Mayleben, Founder and Lead Trial Consultant, Digital Litigation Solutions
    Bill Mayleben is the founder and lead trial consultant of DLS which is short for Digital Litigation Solutions.  Up until him creating DLS, he worked as a consultant in the technology field and then in the litigation and IT departments with a local law firm.  In January 2001, Bill left the law firm to form DLS.  His focus was and currently specializes in the electronic presentation of evidence. He has progressed to consulting and coaching trial teams on case review, courtroom tactics and techniques. 
    Bill’s legal experience allows him to assist law firms and corporations nationwide in the areas of intellectual property, medical malpractice, product liability or whatever else you can throw at him. He has attended and setup several hundreds of trials nationwide in federal and state courtrooms that have actually gone to opening statements.  He has also provided assistance with hundreds of hearings, mock trials and focus groups. 
    Bill’s entrepreneurial spirits keep him active, he has formed several industry and charitable events in the past.  In 2015 he hosted the first Courtroom Presentation Conference in the nation.  He also organizes charitable events in his area of the southern metro area.  He also created the Trial Presentation Keypad for the use while presenting in the courtroom.  In Bill’s free time he likes working out, golfing, camping and washing his car.

  • Securities 2020
    Join Zach Robins for a securities law update. This presentation will be concerning recent changes to federal securities laws. Particular attention will be paid to Reg D, Reg CF, and Reg A. Additionally, developments in new and evolving areas of law including cryptocurrency and securities tokens. The up and coming space of investment crowdfunding will be discussed, as well.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Zach Robins, Messerli Kramer

    Zach Robins is a Securities Attorney in the firm’s Corporate group who assists clients with capital raises and related financing work. Zach also specializes in investment crowdfunding and securities tokenization, creating new pathways for company capital raising and liquidity for investors. As a co-founder of MNvest.org, Zach was also instrumental in the creation of MNvest, a Minnesota law permitting investment crowdfunding for emerging businesses using registered online investment portals.

    Prior to joining Messerli Kramer, Zach was an Attorney in the Securities & Corporate Finance group at Winthrop & Weinstine where he focused his practice on working with entrepreneurs to grow their businesses. Zach has also worked in M&A for a Fortune 500 managed health care company and served as corporate counsel for a local investment bank.

2:30 pm CDT

  • A New Beginning: The Target Journey Towards Brand Evolution
    The modern, digital era has bought with it a greater emphasis towards brand protection and diversification. How can you provide 360 degree protection to new and emerging products in your pipeline while providing improved protection to your current portfolio? Join us for this keynote presentation to discover how the Target’s IP team has evolved their brand protection strategy in line with the company’s overall strategy of expanding its owned brand offerings.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Stephen Lee, Attorney, Target Corporation 
    Stephen Lee has been with Target for nearly 15 years, where his practice has covered the entire spectrum of I.P. matters, as he had been responsible for all trademark, copyright and patent work. Particularly rewarding is the fact that his team provides legal services and advice to practically every business team within Target and has touched almost every one of Target’s key strategic initiatives. He manages a team of 19 high-functioning I.P. professionals, and he has first-hand experience leading his team through the ups and downs of the retail landscape transformation.

    For the eight years prior to joining Target, Stephen practiced law as a partner at Fish & Richardson and as an associate at Faegre & Benson both in Minneapolis. In private practice, Stephen’s practice was equally diverse as it covered all aspects of I.P.: portfolio maintenance, litigation, contract drafting and negotiation, and strategy and counseling.

    Stephen is a proud graduate of the University of Texas where he received both his B.A. and J.D. degrees. Stephen is married and has three children, ages 13, 11 and 2.

  • Best Practices for Conducting Remote Depositions
    Join us for a presentation on best practices for conducting remote depositions with members of Depo International, Inc., a national and international court reporting, videography and legal support firm. With over 40 years of experience, they have deposed witnesses in all 50 states and more than 30 countries and will share their knowledge and best practices for conducting remote depositions anywhere.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Patricia K. Carl, RPR, TPP, CSR, CCR 609 and Marianne Diller, Depo International, Inc.
    Patricia K. Carl, RPR, TPP, CSR, CCR 609
    Patricia K. Carl is the principal and CEO of Depo International, Inc., a national/international litigation support firm with over40 years of service. Patricia is also a working hands-on realtime court reporter. She specializes in technology and loves to work with clients streaming video and text and utilizing the services of interpreters and videographers. Patricia has done extensive traveling with her clients covering depositions in Japan, South Korea, Taiwan, Hong Kong and Milan, Italy. Patricia is also a partner in DI Recruiting, a women-owned company that specializes in direct hire legal recruiting for all types of legal positions.

    Marianne Diller
    Marianne Diller is the Scheduling Coordinator/DepoRemote Specialist at Depo International.  She has been a member of the DI team for over 7 years.  Marianne’s most recent new talent is to become DI’s DepoRemote deposition expert.  She has trained extensively with Zoom online training professionals to learn the advanced capabilities of conducting remote meetings and depositions and leads the DI team in DepoRemote technology. She is also the lead scheduling coordinator and oversees the scheduling department, making sure the process is as smooth and easy for clients as possible, by taking care of any needs they may have, including booking conference rooms and providing accommodations such as video conferencing, interpreters, videographers, telephonic services, and anything else the deposition may require. Excellent customer service is her number one priority, and she always does her best to make sure clients are happy and taken care of.  

  • Fostering Inclusive Leadership
    The goal of leadership is to implement change through positive communication practices.  A leader's role is to inspire and motivate. Leaders set the stage, vision, tone, and direction of the group by providing volunteers with the incentive to use their abilities and expertise to tackle issues directly. In order to be truly effective, leadership must be reflective of a wide cross-section of a group in order to be representative of its membership.  Diverse perspectives afford conscious and operational authenticity and promote a sense of inclusion.

    Topics to be covered include:
    ●    Why Inclusive Leaders are Good for Organizational Stability
    ●    Bias Related to Leadership
    ●    Steps to Becoming an Inclusive Leader and Pitfalls to be Avoided
    ●    How to Create a Culture of Inclusion

    This course is eligible for 1 DI&E credit, Purchase Recording

    Presented by: Sybil Taylor Aytch, NFPA Diversity, Inclusion, and Equity Coordinator
    Sybil is the daughter of Caribbean immigrants and a native of New York City.  She has extensive experience in complex litigation, antitrust law, commercial bankruptcy law, and trial preparation, specializing in litigation support, document management (including e-Discovery), trial technology, and project management.  Since 2000, Sybil has been the Senior Paralegal in the Commercial Bankruptcy, Restructuring and Creditors’ Rights group in the Phoenix, Arizona office of the national law firm of Quarles & Brady LLP.  Prior to moving to Phoenix, she was a Senior Specialist and Coordinator in the Corporate Restructuring group in the New York office of the international law firm of Skadden, Arps, Slate, Meagher & Flom LLP for 8 years.

    Since 2001, Sybil has been an Adjunct Professor in the ABA-approved Paralegal Studies program at Phoenix College where she teaches Ethics and Professional Practice, Civil Interviewing and Investigation, Bankruptcy, and The Paralegal Profession.  From 2004-2008, she served as a member of the ABA's Standing Commission on Paralegals Approval Commission where she led site visits to review applications for ABA-approval by multiple educational institutions.  From 2009-2011, she was an Assistant Professor at Western International University where she taught Critical Thinking, Civil Procedure, and Comparative Law. 
    Sybil is a published author and has presented to professional organizations on leadership, professionalism, ethics, diversity, inclusion, equity, technology, utilization, assessment, and social justice.  She is the co-author of Ethics And Professional Responsibility For Paralegals (8th edition- 2017) and Concise Guide To Paralegal Ethics (5th edition- 2018).
    Sybil holds a double Bachelor of Arts (B.A.) degree in French and English from Smith College in Northampton, Massachusetts and a Master of Education (M.Ed.) degree in Educational Psychology from Northern Arizona University in Flagstaff, Arizona.  She was also educated in Paris, France and earned a Certificat en Littérature in French Literature from l'Université de Paris- La Sorbonne and a Certificat en Sciences Politiques in International Law from l'Institut d'Études Politiques.  She obtained the PACE Registered Paralegal credential in 1999. 
    Sybil has a long history with NFPA.  She is a founding member of the Manhattan Paralegal Association (now the New York City Paralegal Association).  In 2002, Sybil was the recipient of the Outstanding Local Leadership Award.  In 2020, she was a nominee for the William R. Robie Leadership Award.  She has also served in the following capacities: PACE Item Writer and Exam Developer (1995-1997); Director of Policy for the Arizona Association of Professional Paralegals, Inc., a former NFPA local association (1999-2001); PACE Standards Committee (2001-2007); Ethics Board Chair (2007-2010); Editorial Coordinator (2010-2011); Roles and Responsibilities Coordinator (2013); Ad Hoc Committee on Disbarred Attorneys as Paralegals (2014); Bar Association Committee (2015-2016); Regulation Review Committee (2016); Ethics and Professional Responsibility Committee (2016-2017); Bar Association Coordinator (2017-present); and Diversity, Inclusion, and Equity Coordinator (2017-present).  Sybil is a member of the Oregon Paralegal Association.  She is also a founding member of the Paralegal Division of the Maricopa County Bar Association in Phoenix and served as its first President in 2002.

  • Easiest Catch: Don’t be Another Fish in the Dark ‘Net
    You've read the headlines. Unfortunately, the question now is not if your information is going to be accessed or stolen, but when. To inform the attendees of current developments in the digital underground as well as provide realistic advice for cyber protection, Mark Lanterman will be discussing recent high-profile cybercrime events, including website breaches impacting a variety of organizations and sectors. Mark will discuss particularly dangerous types of threats that might affect individuals involving the Dark Web, the Internet of Things, phishing, and Wi-Fi attacks; additionally, Mark will demonstrate the value of leveraging digital evidence and ESI in the courtroom.

    This course is eligible for 1 General CLE credit, Purchase Recording

    Presented by: Mark Lanterman, Computer Forensics
    Mark is the Chief Technology Officer of Computer Forensics Services. Before entering the private sector, Mark was a member of the U.S. Secret Service Electronic Crimes Taskforce. Mark has 28 years of security and forensic experience and has testified in over 2000 cases. Mark is faculty for the Federal Judicial Center in Washington, D.C., the National Judicial College in Reno, Nevada, the University of Minnesota and the Mitchell Hamline Law School.  Mark is a professor in the cybersecurity program at the St. Thomas School of Law in  Minneapolis, Minnesota. Mark has provided training in digital evidence, computer forensics and cyber security to the United States Supreme Court.  He has also presented to the 8th and 11th Circuit Federal Judicial Conferences as well as numerous State and Federal judicial Conferences across the United States. Mark completed his postgrad studies in cybersecurity at Harvard University and is certified as a Seized Computer Evidence Recovery Specialist (SCERS) by the Department of Homeland Security. Mark is a member of the Minnesota Lawyers Professional Responsibility Board and serves on its Opinions Committee.


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