2025 Convention Continuing Legal Education (CLE) Sessions and Keynote Speakers

View NFPA 2025 Convention Speaker Bios

Overview of the sessions that will be offered each day. All times listed in Central Standard Time. *Please note that the schedule and speakers are subject to change.

Thursday, October 9

10:15am CLE Sessions:

Uncovering Hidden Data: How to Locate, Collect and Find Data Relevant to Your Case
Learn how to walk the client through an investigative interview using a data map.  Then use the tools available to collect and preserve that information.  Finally, be able to review, analyze and produce the data ethically. Using a data map to identify client information. Best tools to collect the data. Best practices on how to analyze the data and produce it. 
Presented by: Amy McGuigan, ACP, CEDS, CAS, Senior Paralegal, Swanson & McNamara LLP
1.0 NFPA CLE Credit

The False Claims Act – Litigation Like No Other Leads to Unique Ethical Issues
This course will discuss the False Claims Act, Qui Tam/Whistleblower litigation, discussing the act, the types of cases and rules/regulations regarding them, and a paralegals role in this type of litigation, with an ethics component throughout. 
Presented by: Pamela Coyle Brecht, Partner; Ashley Kenny, Senior Associate; and Barbara Parkes, Paralegal, Pietragallo Gordon Alfano Bosick & Raspanti, LLP
1.0 NFPA Ethics CLE Credit

Saving Clients Money For IP Paralegals
Join Barker Brettell for a CLE presentation on cost saving options and strategies for pursuing European patent protection, now that the Unitary Patent has been in force for 2 years. Talking points include cost considerations for Unitary Patent and traditional EP validation filing, as well as best practices for effective claim construction and claim set reduction - with examples. This session on cost-effective European patent protection also covers: Anticipating and avoiding oppositions and appeals, 30% savings under EPO micro-entity rules, First filing outside of the US, Direct filing vs. the PCT, Renewal fees - when and when not to pay them, Cost savings vs. cost avoidance, Tips for in-house and law firm patent paralegals.
Presented by: Anne Bate, Paralegal; Yvonne Johnson, Managing Partner 
1.0 NFPA CLE Credit

11:30am Lunch Keynote Session:

Building Teams and Promoting Morale in a Hybrid Work Environment 
This session will discuss the evolving paralegal role, Building effective hybrid teams Promoting Wellbeing and Morale Implementation Roadmap. 
Presented by: Wendy A. Otto, RP®, Senior Paralegal, Swinomish Indian Tribal Community
1.0 NFPA CLE Credit

12:45pm CLE Sessions:

Legal Project Management (LPM) for Paralegals: Strategies for an Efficient Legal Practice
This session introduces paralegals to the practical applications of Legal Project Management (LPM), an efficient skill set increasingly vital in today’s fast-paced legal environment. Participants will explore what project management means within the legal context, why legal teams need these productive skills, and how to bring added value by developing and implementing a legal project management plan. Attendees will receive templates and resources for using LPM in their daily work. A focus will be placed on learning strategies for breaking legal projects into smaller, manageable tasks and holding regular check-ins to increase team collaboration. This training is ideal for paralegals seeking to enhance their value, streamline workflows, and manage tasks effectively.
Presented by: Erin Hill, JD, LL.M., MPM®, CIPM®,  CFC™, CRP™ , VP Strategic Projects and Professor, Jessup University 
1.0 NFPA CLE Credit

Contract Law: A Primer For Legal Professionals

This presentation will serve as examination and review of the formation and enforceability of legally binding contracts. Topics include protection of economic interests as a part of reciprocal  exchanges, contractual rules and regulations, duties and responsibilities and bargaining in the context of contract-related principles. After attending this session participants will be able to: Understand the development of contract law in America, Establish a foundation those working in law offices to appreciate a familiarity with contract law principles for their business and personal lives, Appreciate the complexities of the global pandemic affecting these legal principles, Realize that contract law changes and is challenged by new realities, global issues and emerging technologies, and Apply constitutional, case and statutory law contract law-related situations. We will experience interactive learning opportunities through lecture, examples, a Power Point and question/answer session. 
Presented by: Dr. Robert Diotalevi, Esq. LLM, Associate Professor, Florida Gulf Coast University
1.0 NFPA CLE Credit

Tales from the Crypt, Part III! The Estate Tax Return
Angela M. Gonzalez, SBWCP, and Donald P. Bristol, RP®, Pa.C.P. return with another installment in the popular Tales from the Crypt series of presentations on the paralegal experience in estate, trust, and tax administration.  This installment will focus primarily on the U.S. Estate Tax Return (Form 706), covering all the tasks in collecting and marshaling the necessary information, preparing the tax return, and tips and tricks to avoid pitfalls. Of course, Angie and Don will pepper the discussion with you-had-to-be-there stories they’ve collected over the years - “found” money, phantom beneficiaries, deadline mishaps. Whether you are actively involved in estate and tax administration, or have never had to deal with these issues (yet), you will walk away with useful information; at a minimum you’ll bank some great paralegal stories to share at the watercooler.
Presented by: Angela M. Gonzalez, SBWCP; Donald P, Bristol, RP®, Pa.C.P.
1.0 NFPA CLE Credit

2:00pm CLE Sessions: Ethical Duties and Electronically Stored Information
This Continuing Legal Education presentation covers electronic discovery and the related ethical duty of competence. Drawing on guidance from the State Bar, recent e-discovery cases, and our own experience assisting attorneys, the presentation outlines the main risks to counsel and client of failing to properly understand e-discovery obligations in litigation. 
Presented by: Tom Plunkett, CISSP, EnCE, Managing Director of Digital Forensics & eDiscovery, ArcherHall
1.0 NFPA Ethics CLE Credit

Legal Entity Formation and Special Purpose Vehicles
This seminar is geared toward legal professionals and will provide an overview of entity formation and the role of the special purpose vehicle and independent director and/or springing member. The presentation will focus on formation and registration in Delaware. It covers important post-formation matters that should be addressed, including an overview of facts to consider when determining what constitutes doing business in foreign jurisdictions where the entity may hold property. We will also review how Delaware’s “Certificate of Validation” can be used to remedy defective corporate acts that can hinder a closing.
Presented by: Pia Angelikis, JD, VP of Government Relations and Legal Research, Cogency Global Inc. 
1.0 NFPA CLE Credit

Post-Conviction Legal Remedies for Criminal Records
Individuals with criminal records face massive barriers such as trouble gaining meaningful employment, housing, education, and other restrictions such as travel. Legal remedies are available dependent on the charge, charge level, and jurisdiction of where the offense occurred. Learn about the differences in criminal expungement, pardons, communications, and other forms of relief for criminal cases post-sentencing to make the ultimate difference in our client's lives.
Presented by: Corrine Swintosky, Paralegal and Owner of Lucid Legal Support LLC
1.0 NFPA CLE Credit

3:15pm CLE Sessions:
Pre-litigation Rapid Response
Responding to serious incidents for clients immediately after the incident can lead to preservation of critical evidence, better outcomes for the clients and appropriate decision-making.
Presented by: Dardie Robinson, Paralegal, Miller Nash, LLC
1.0 NFPA CLE Credit

Behind the Petition: The Role of the Bankruptcy Paralegal
"Bankruptcy is more than just paperwork—it’s a lifeline for clients and a strategic legal process that requires precision, compassion, and coordination. In this 60-minute workshop, you’ll get a deep dive into the real-world responsibilities of a bankruptcy paralegal and how to support attorneys, clients confidently, and the court system from start to finish. Whether you’re brand new to bankruptcy or want to level up your current skills, this training will walk you through the essential functions of the role—from intake and document management to filing, claims, hearings, and more. You’ll also learn to be an effective liaison between all the moving parts of a bankruptcy case. You can expect practical tips, workflow guidance, and real-world insight from a seasoned virtual bankruptcy paralegal. You'll be empowered to step into this critical role with clarity and confidence."
Presented by: Heather Gardner, Founder & CEO Propel Paralegal Services, LLC
1.0 NFPA CLE Credit

Bridging the Gap: Navigating DEI Challenges in Legal Workplace
This interactive workshop will empower paralegals with tools and strategies to foster diversity, equity, and inclusion in legal environments. Topics will include identifying unconscious bias, improving team communication, and advocating for inclusive policies. This workshop is designed for intermediate participants but can be adjusted for beginner or advanced audiences based on attendee experience
Presented by: Sofia Sanchez Salcedo, Paralegal, Lear Werts LLP
1.0 NFPA DEI CLE Credit

Friday, October 10

10:15am CLE Sessions:

Quantifying the Electronic Discovery Reference Model
How does the EDRM (Electronic Discovery Reference Model) translate into the day to day for paralegals and other legal professionals? What sort of tasks and considerations should they be aware of and how does their role integrate into the discovery process?
Presented by: Christopher W. Hiatt, CEDS
1.0 NFPA CLE Credit

How To Get What You Need From Government: Public Records Requests
Highlights of similarities and differences between state Public Records Acts. Crafting a public records request. Documentation and building your file.  Public records - for a fee?  Litigating public records requests.
Presented by: Kristen Comstock, JD
1.0 NFPA CLE Credit

Design Patents in Europe
Join Barker Brettell for a CLE presentation on European design protection, including practical suggestions and examples from recent case law decisions - as well as informative hints, tips and interesting EU design quirks. This session on European registered designs covers why and how they are useful, and updates on: Digital designs, cost changes and renewal dates; Representations – limitations and strategies for broader protection; Overlap with other IP rights; unregistered design rights; Hague designs; Comparison with US design patents; What to avoid doing 
Presented by: Carrie Duckworth, Attorney; Anne Bate, Paralegal; and Yvonne Johnson, Managing Partner, Barker Bretell
1.0 NFPA CLE Credit

11:30am Lunch Keynote Session:

Implied Bias in Law: More concerning than you think
Implied or implicit bias is a form of bias that occurs automatically and unintentionally, that nevertheless affects judgments, decisions, and behaviors. Implicit bias in law is thought to be shaped by experience and based on learned associations between particular qualities and social categories, including race, gender and so on. Perceptions and behaviors can be influenced by implicit biases we have even if we are unaware we hold them. We will experience interactive learning opportunities through lecture, examples, a Power Point and then a question/answer period.
Presented by: Dr. Robert Diotalevi, Esq. LLM, Associate Professor, Florida Gulf Coast University
1.0 NFPA DEI CLE Credit

12:45pm CLE Sessions:

Smart Tools, Smarter Paralegals: Leveraging AI and Automation in IP Practice
As the IP landscape grows more complex, the smartest paralegals aren’t just adapting—they’re leveraging technology to lead the way. This session explores how AI and automation tools are reshaping the work of IP paralegals, with a focus on real-world applications using platforms like Computer Packages Inc. (CPI). From improving accuracy in docketing to optimizing workflows for global portfolio management, we’ll discuss how to integrate AI-powered tools into everyday practice.
Presented by: Jasmine Pui Lo, Paralegal, Dana-Farber Cancer Institute, Inc.
1.0 NFPA CLE Credit

Paralegals in Compliance Programs
This Continuing Legal Education (CLE) program focuses on the essential role of paralegals in supporting corporate compliance initiatives. The session highlights the importance of compliance in today’s landscape, emphasizing that effective compliance programs help organizations adhere to regulations and mitigate risks.
Presented by: Robyn A. Sweet, CRP, RP®, ACP
1.0 NFPA CLE Credit

AI in Legal Practice: Ethical Considerations and Practical Application
This session will provide paralegals with an in-depth understanding of how Artificial Intelligence (AI) is transforming legal research, document review, and client communication. Attendees will learn practical ways to integrate AI tools into their workflows while navigating ethical considerations such as confidentiality, data privacy, and bias. This session is designed for intermediate users but can be adapted to suit beginner or advanced levels as needed.
Presented by: Sofia Sanchez Salcedo, Paralegal, Lear Werts LLP
1.0 NFPA Ethics CLE Credit

2:00pm CLE Sessions:

The Rediscovery of eDiscovery: eDiscovery 101 and Beyond
Since 2020, the world of eDiscovery has undergone rapid transformation—driven by technological advancements, evolving legal requirements, and shifting workplace dynamics. Join TransPerfect for an engaging and informative session as we take a closer look at the evolution of eDiscovery, outlining key changes that have shaped current workflows and best practices. We’ll explore the historical context, provide insights into how legal teams are adapting today, and offer a forward-thinking discussion on the future of eDiscovery, with a special focus on how generative AI is already beginning to revolutionize the legal technology landscape. Whether you're navigating existing challenges or preparing for what's next, this session will provide valuable perspectives to help you stay ahead.
Presented by: Brandon Rimnac, CEDS, Director Consulting Services; Matthew Samet, ESQ, PMP, Senior Project Manager; Lyndsey Wrust, CEDS, Director of Strategic Accounts; TransPerfect Legal Solutions ; and Jim Sullivan, Attorney and Founder eDiscoveryAI.com
1.0 NFPA CLE Credit

Overview / Bankruptcy Basics
This session will cover a brief overview of bankruptcy law and importance of paralegal roles in bankruptcy cases.  The topics that will be discussed are:

I. Introduction to Bankruptcy Law and Litigation
- Purpose of bankruptcy: debt relief and creditor fairness
- Common bankruptcy chapters (7, 11, 13)
II. Understanding the Bankruptcy Players and Process 
What Paralegals Support:
- Drafting, filing, tracking deadlines, preparing exhibits and case summaries
III. Contested Matters vs. Adversary Proceedings 
IV. Lifecycle of an Adversary Proceeding 
V. Important Rules and Deadlines – Critical Rules for Paralegals to Know
- FRBP Rule 7004 – Service of process
- FRBP Rule 7016 – Pretrial procedure
- FRBP Rule 7033–7037 – Discovery rules
- Local Rules – Always check the district’s local bankruptcy rules
VI. Document Management & E-Filing
- Use of CM/ECF for electronic filing
- Organizing pleadings, discovery, and exhibits
- Maintaining a litigation timeline
VII. Ethical Considerations and Best Practices for Paralegals
VIII. Q&A 
IX. Wrap-Up and Resources 
Suggested Resources for Further Learning:
- U.S. Courts websites
- Federal Rules of Bankruptcy Procedure
- Local court CM/ECF training resources

Presented by: E. Haley Rohrbaugh, Attorney, CGA Law Firm
1.0 NFPA CLE Credit

Overcoming the Fear of AI
There is a belief that AI is going to take our jobs. However, it's not yet there. This session is about overcoming the fear of AI learning to embrace AI, making it work for us not working in place of us and leveraging it to be more efficient. 
Presented by: Melissa Albert, RP® 
1.0 NFPA CLE Credit

3:15pm CLE Sessions:

Cellphone Forensics: Applications in Discovery and Investigations
Cellphones represent one of the fastest-changing areas of legal practice. Mobile device evidence is more important than ever, thanks to the rapid evolution of the technology and the way this evidence is treated by the courts. Touching on important recent cases, technology developments, and ArcherHall direct experience advising attorneys, this presentation provides up-to-date guidance on the application of cellphone forensics in litigation, investigations, and other legal matters.
Presented by: Patrick Siewert, Director of Digital Forensics & eDiscovery, ArcherHall 
1.0 NFPA CLE Credit

Recognizing and Managing Microaggressions and Unconscious Bias in the Workplace
Recognizing and managing microaggressions and unconscious bias in the workplace is crucial for fostering an inclusive and respectful environment. Fostering an inclusive and respectful workplace starts with awareness and action. This program is designed to help attendees recognize and address microaggressions and unconscious bias, empowering them to create an environment where everyone feels valued and respected. The program emphasizes self-reflection, accountability, and practical strategies to foster an inclusive culture.
Presented by: Jennifer Echikson, Pa.C.P, Paralegal, Materese Family Law; Patrice Givens, Legal Assistant, Taft, Stettinius & Hollister LLP; Elizabeth Dear, Sr. Legal Analyst/Sr. Paralegal, Nasdaq and Kay Palacios, Paralegal, Nixon Peabody LLP
1.0 NFPA DEI CLE Credit

Digital Detective: Maximizing Social Media Investigations
Social media can provide invaluable insights in a variety of legal cases, but navigating the complexities of online investigations requires specialized knowledge. In this session, paralegals will learn social media investigation techniques from a licensed private investigator and expert digital sleuth to ethically gather online evidence. We'll cover tips for finding online accounts and going beyond the major platforms.
Presented by: Edward J. Ajaeb, CLI, Founder and President of Nighthawk Strategies 
1.0 NFPA CLE Credit

Saturday, October 11

11:45am Lunch Keynote Session:

Rewriting the Script: The Paralegal Evolution
The legal world is evolving, and so is the paralegal's role. In this keynote, Heather Gardner, Founder and CEO of Propel Paralegal, explores how the profession is shifting in response to changing expectations, emerging technology, and new ways of delivering legal services. From remote and freelance roles to state licensing programs for paraprofessionals, paralegals are stepping into more empowered, professional, and entrepreneurial roles than ever before. Drawing from her years of experience in the legal field, her journey launching a specialized virtual paralegal company, and her ongoing work to elevate and expand the profession, Heather offers an inspiring look at how paralegals are not just adapting to change but leading it.
Presented by: Heather Gardner, Founder & CEO Propel Paralegal Services, LLC
1.0 NFPA CLE Credit