Calendar Events

Date: 2025-05-07 — 2025-05-07

Time: 12 Noon – 1 PM (Central Time)

Venue Type: Virtual

Sponsor: Paralegal Division of the State Bar of Texas

CLE Hours Earned: 1 hour of CLE Credit, TBLS approved for Civil Trial Law and Family Law

Cost: 1 hour of CLE Credit, TBLS approved for Civil Trial Law and Family Law

Event Contact:
Online CLE Chair
onlinecle@txpd.org
(000) 000-0111

DESCRIPTION:

Speaker: Shannon A.S. Quardos; The aim of this presentation is to train paralegals, attorneys and parties about how to put their best foot forward in mediation, how to prepare damage models, key documents and pleadings, and evaluate settlement ranges so that the parties can be solutions focused and settle their case.

Date: 2025-05-07 — 2025-05-07

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Looking to build a solid foundation in family law? This course will provide you with the skills you need to manage divorce, support, and custody cases from start to finish. Learn how to conduct effective client intake, organize and maintain case files, and stay on top of important deadlines. Dive into analyzing financial documents and calculating support payments. Explore the options for custody and parenting plans and how to modify or terminate these orders. Unlock the skills you need to get started in family law – register today!

Streamline your workflow with case and file management software.
Unveil methods for reviewing financial records and assessing income.
Discover the procedures for divorce cases, including preparing the preliminary petition.
Build confidence in drafting important requests, responses, motions, and more.
Explore how to handle ethical dilemmas, such as UPL and dishonest clients.

Date: 2025-05-08 — 2025-05-08

Time: 2:00 PM – 5:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

When it comes to personal injury cases, checklists are invaluable to ensuring no deadlines, evidence, liens, or other important details go overlooked. This paralegal program is chock full of checklists to help you ensure you’ve dotted the i’s and crossed the t’s. From case inception to tying up loose ends after trial, know exactly what steps you need to take and when. Keep cases organized and on track – register today!

Get a comprehensive overview of all key tasks that must be completed by plaintiff and defense.
Walk through checklists to ensure you’re leaving no stones unturned during case investigations.
Identify all potential liens and navigate the way to resolution with handy checklists.
Receive step-by-step guidance for discovery, trial preparation, and other litigation to-dos.

Date: 2025-05-13 — 2025-05-13

Time: 12:00 p.m. – 1:00 p.m.

Venue Type: Virtual

Sponsor: Houston Metropolitan Paralegal Association

CLE Hours Earned: 1.0 CLE Credit

Cost: Members: Free with Registration Code and Non-members: $15.00

Event Contact:
Sally Almendarez
sally.almendarez@harriscountytx.gov
(346) 354-7506

DESCRIPTION:

Join HMPA for an insightful session with Matthew Darby where we will discuss notarization errors and how to cure them. Additionally, we will cover how to detect different types of physical and electronic document fraud.

Date: 2025-05-14 — 2025-05-14

Time: 12 PM – 1 PM, Virtual

Venue Type: Virtual

Sponsor: Dallas Area Paralegal Association

CLE Hours Earned: 1.0

Cost: DAPA Member Fee – FREE Non-DAPA Member Fee – $10.00

Event Contact:
Heather Ulliman
president@dallasparalegals.org

DESCRIPTION:

Join DAPA for a one-hour CLE presented by Kelly C. Walker, a passionate probate and litigation attorney.

Date: 2025-05-14 — 2025-05-14

Time: noon – 1pm

Venue Type: Virtual

Sponsor: San Antonio Paralegal Association

CLE Hours Earned: 1.0

Cost: Free to SAPA Members/$10 to Non-Members

Event Contact:
Diana Olack
education@saparalegal.org
(210) 827-2144

DESCRIPTION:

Date/Time: Wednesday, May 14, 2025 at 12:00 – 1:00 p.m.
Speaker: Teresa Coles-Davila, Esq.* (* Board Certified Immigration & Nationality Law Texas Board of Legal Specialization)
Law Offices of Teresa Coles-Davila & Associates, P.C.,
Topic: “Immigration Law and Practice in 2025 ”
Location: VIA Zoom

ZOOM LINK WILL BE PROVIDED ON MONDAY, May 12, 2025.

Please Register in Advance! You have the option to pay online with credit card or to be invoiced.
If you need to pay by check, please contact Diana Olack, Education Director at education@saparalegal.org.

Pending TBLS and NALA Approval for Paralegals

*****NO SHOWS WILL BE INVOICED*****
DEADLINE FOR CANCELLATIONS IS 12:00 PM, MONDAY, May 12, 2025. NO REFUNDS FOR REGISTRATIONS WILL BE AVAILABLE AFTER THAT DATE.

If you have any questions regarding CLE/Speaker, please contact SAPA’s Education Director: education@saparalegal.org
If you need to make changes or cancel your registration, please contact SAPA’s Public Relations Director: publicrelations@saparalegal.org

Date: 2025-05-15 — 2025-05-15

Time: 2:00 PM – 5:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Enhance your expertise in federal litigation! This course covers the essential Federal Rules of Civil Procedure (FRCP) you need to know, from rules relating to managing discovery to rules applicable to assisting with motions and case strategy. Learn how you play a crucial role in case management by staying ahead of filing deadlines, organizing key documents, and ensuring compliance. We’ll also cover best practices and ethical considerations to help you stay in compliance with the FRCP, safeguard confidential information, and avoid sanctions. Join us to build confidence in supporting your legal team’s success in federal cases – register today!

Examine key rules of civil procedure that are most pertinent to paralegal practice.
Discover effective ways to use the FRCP to support your attorney in motion practice and beyond.
Discuss ethical considerations and the importance of compliance with the FRCP.

Date: 2025-05-17 — 2025-05-17

Time: 8:30 am – 3:30 pm

Venue Type: In-Person

Sponsor: District 12, District 14 & NTAP

CLE Hours Earned: 5

Cost: 0

Event Contact:
Maria Sturdy
Disrict14@txpd.org

Location:
Kilgore College
300 S. High Street

Longview TX 75601

DESCRIPTION:

~SAVE THE DATE: MAY 17, 2025~
Join PD Divisions 12 & 14, along with NTAP for the
NO PARALEGAL LEFT BEHIND CLE SUMMIT
5 hours of CLE (to include one hour of Ethics)

Available in person and virtual

Date: 2025-05-17 — 2025-05-17

Time: 9:00 am – 3:15 pm

Venue Type: Virtual

Sponsor: District 12, District 14 & NTAP

CLE Hours Earned: 5

Cost: Free

Event Contact:
Maria Sturdy
msturdy@joneslawyers.com
(903) 236-4990

DESCRIPTION:

5 hours of FREE CLE available Live in Longview, Virtual Watch Party in Denton, and virtually individually
FREE to all PD Members!
Speakers:
Javan Johnson – Ethics – Past, Present and Future Ethical Trends
Jessica Allen – Personal Injury – Deposition Preparation and Examination: A Personal Injury Lawyer’s Toolkit (Surprise, it’s a Paralegal)
Amanda Minatrea – Family Law – Family Law: Odd Cases and the Unexpected
Michael Smith – Criminal Litigation – Trial Procedures in Federal Court
Judge Scott Novy – Criminal Law – How to be an Indispensable Criminal Paralegal

Date: 2025-05-21 — 2025-05-21

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319.00

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Managing transactional documents, as well as formation and operating records is a critical skill every corporate paralegal must master. This practical program offers foundational knowledge for documenting meetings, creating document retention systems, and ensuring proper retention and destruction practices. Whether you are new to the practice area or need a refresher, this program is for you. Register today!

Explore key provisions of formation documents and bylaws.
Improve your meeting minutes practices, obtain board members’ consent, and more.
Create and maintain a strong system for updating and maintaining corporate records.
Support corporate transactions with exhaustive due diligence requests.

Date: 2025-05-30 — 2025-05-30

Time: 8 AM – 5-PB

Venue Type: In-Person

Sponsor: Houston Paralegal Association

CLE Hours Earned: 7, including 1 Ethics hour

Cost: $100 – HPA Members; $130 – Nonmembers

Event Contact:
Ruth S Conley
rconley@shb.com
(713) 546-5630

Location:
Moody Gardens Conference Center
One Hope Boulevard

Galveston TX 77554

DESCRIPTION:

Earn 6 CLE hours, plus 1 Ethics hour when you attend HPA’s 2025 Annual CLE Conference. You can choose education sessions from two CLE tracks with topics on discovery, litigation, family law, PI, immigration law, bankruptcy law, and more. Speakers include USDC Judge Lee Rosenthal and 11th Division Business Court Judge Sofia Adrogue.
Over 120 paralegals from across the state attend every year and connect with over 30 legal vendors in our exhibit hall. Early bird registration ends May 9, 2025. Arrive early and attend our Game Night Social on Thursday, May 29, 2025 ($25 fee) which includes a dinner buffet, cash bar, and game night swag. Enjoy friendly competition while playing games similar to those seen on your favorite TV games shows. Space is limited to register early. You don’t want to miss this event!

Date: 2025-06-04 — 2025-06-04

Time: 11:00 AM – 6:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319.00

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Do you have the best system in place for setting up client files; managing probate deadlines and communications; and preparing estate inventories, final accountings, and tax returns? This practical course will give you tips for improving your processes and drafting skills. Register today!

Walk through the essential steps of probate and estate administration.
Get practical tips for creating the file and organizing the incoming and created documents.
Create better inventories with help from experienced faculty.
Review key tax timelines and forms.
Establish and maintain proper communication with clients, executors, and other parties.
Effectively handle final accounting and distributions.

Date: 2025-06-05 — 2025-06-05

Time: 1:00 PM – 4:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219.00

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

While your attorney works on their courtroom strategy, it’s your responsibility to do much of the preparation work and ensure that every detail is in place for the big day. This guide will equip you with best practices and handy checklists so you can meet the demands of personal injury trial prep with confidence. Lay the groundwork for a seamless trial experience – register today!

Organize trial binders and notebooks for quick and easy access to information.
Receive tips for preparing evidence and visuals for the courtroom.
Coordinate with witnesses to ensure they are ready and at trial when they need to be.
Get a firm handle on courtroom logistics: ensure that all materials are in place and accessible for a smooth trial.

Date: 2025-06-06 — 2025-06-06

Time: 3:00 PM – 4:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Too vague, too broad…there is an art to drafting subpoenas that get you the records you want without opening the door to objections or a motion to quash. Join our knowledgeable faculty for practical insights on crafting subpoenas that are compliant with the rules, precise, and targeted, ensuring you get the records or testimony you seek while avoiding costly delays. Get it right the first time and minimize pushback – register today!

Avoid vague, ambiguous, or overbroad requests: learn the art of specificity and clarity in subpoena drafting.
Review best practices for drafting subpoenas for electronic records like emails and social media.
Set deadlines that are legally appropriate and realistic.
Head off potential problems when issuing subpoenas in different states.

Date: 2025-06-11 — 2025-06-11

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319.00

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Are you looking for tips, tricks, and time-savers for everyday legal tasks? Are you looking for new and creative ways to use the software already at your disposal? In this engaging paralegal program, our tech-savvy faculty will show you how to tap into the secret capabilities of Microsoft Word, Excel, Outlook, OneNote, and PDF software to simplify legal tasks, streamline document drafting and review, and much more. Become a more resourceful paralegal – register today!

Find out how to become a power user of Microsoft Word with tricks for the law office and at home.
Simplify the process of document review, formatting, and collaboration with MS Word.
Utilize all the data analysis and presentation tools Excel has to offer.
Tap into the more sophisticated features of PDF software.
Discover how to utilize Microsoft OneNote to improve collaboration and streamline note-taking.
Enhance your MS Outlook skills with pointers on inbox management, calendar maintenance, and more.
Rediscover and reinvent your available software to enhance everyday legal tasks.

Date: 2025-06-13 — 2025-06-13

Time: 12 PM – 1 PM, Virtual

Venue Type: Virtual

Sponsor: Dallas Area Paralegal Association

CLE Hours Earned: 1.0

Cost: DAPA Member Fee – FREE Non-DAPA Member Fee – $10.00

Event Contact:
Rachel Johnson
criminal@dallasparalegals.org

DESCRIPTION:

Kerri K. New, is an Attorney Advisor for AEquitas with extensive experience in the areas of intimate partner violence, sexual violence, stalking, and human trafficking.

Before working for AEquitas, Kerri earned her experience through her 17-year career as a Texas prosecutor. Beginning at the Dallas County District Attorney’s Office, she learned to manage the massive caseloads of a large urban jurisdiction. She participated in the trials of nearly 200 cases from misdemeanors to capital murders. Eventually, Kerri’s reputation as a tenacious trial attorney with a passion for protecting victims earned her the unique opportunity to develop a specialized family violence division from the ground up for the Rockwall County Criminal District Attorney’s Office.

As Chief of the Family Violence Division in Rockwall County, Kerri maintained a full caseload of the most violent offenders but also found ways to fight for victims outside of the courtroom. As a member of the Public Policy Committee for the Texas Council on Family Violence, Kerri helped revise Texas’ stalking statute to make it more usable for investigators and prosecutors. This included incorporating more of the conduct typically used by stalkers to threaten, coerce, and control their victims, and language that more accurately reflects the experience of victims of stalking.

Additionally, Kerri devoted time to sharing her expertise through training for law enforcement, prosecutors, victim advocates, and medical and court personnel across Texas and nationally. She served her community on multiple multidisciplinary investigative teams and as Board President for Women In Need, a local shelter and domestic violence resource organization.

Outside of her passion for improving the criminal justice response to intimate partner violence, sexual violence, stalking, and human trafficking, Kerri loves her small-town Texas life with her husband, their three children, and the best darn dog ever to walk the earth.

Date: 2025-06-17 — 2025-06-17

Time: 2:00 PM – 3:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Work smarter – not harder! Contract review can be tedious work, but it is critically important to get it right every time. This fast-paced course offers tips for improving the process and the quality of contract review. Whether you’re just getting started or looking to increase your expertise, you’ll find something you can put to use right away. Register today!

Develop a consistent workflow for reviewing contracts, including checklists and procedures.
Adopt new AI-assisted document review tools wisely.
Communicate findings and concerns to supervising attorneys and work better with other departments.
Improve contituously- analyze past contract issues to prevent similar problems in the future.

Date: 2025-06-17 — 2025-06-17

Time: 12 PM – 1 PM, In-Person

Venue Type: In-Person

Sponsor: Dallas Area Paralegal Association

CLE Hours Earned: 1.0

Cost: FREE

Event Contact:
Heather Ulliman
president@dallasparalegals.org

Location:
Arts District Mansion
2101 Ross Ave

Dallas TX 75201

DESCRIPTION:

DAPA’s June General Membership Meeting will be in-person at the Arts District Mansion and presented by Carol Donovan.

Carol attended DISD’s Bryan Adams High School and the University of Texas at Austin, where she was the first woman elected as Student Body President. During college, she worked in the Austin, Texas and Washington, D.C. offices of U.S. Congressman J.J. (“Jake”) Pickle. After earning her law degree at Texas Tech School of Law, Carol served as a briefing attorney for U.S. District Judge Robert M. Parker.

At the University of Texas at Austin, Carol successfully lobbied for compliance with Title IX. In Dallas, she reinstated the Dallas Women’s Coalition and founded the Susan B. Anthony Award Luncheon, now sponsored by the League of Women Voters of Dallas. She frequently speaks to community groups on topics related to politics, legal rights, and conflict resolution.

In 2007, Carol chaired the International Women’s Peace Conference, attended in Dallas, Texas by over 1,400 delegates, including 3 Nobel Peace Laureates, from 45 countries. She was Founding Director of the Castleberry Peace Institute, now owned and operated by the University of North Texas.

She has served as an officer and board member of numerous nonprofit groups and as Chairwoman of the Board of Directors of her church. She is currently assisting UT Southwestern with fundraising for research to find a cure for Alzheimer’s and she is writing a book about former Dallas Times Herald Womens Editor Vivian Castleberry for TWU‘s Pioneering Women Book Series.

Carol is married to Dan Donovan, a named partner of the law firm of Geary, Porter & Donovan. They have two children: Kathleen and Patrick, both attorneys in Dallas. They are the proud grandparents of five almost-perfect grandchildren.

Date: 2025-06-20 — 2025-06-20

Time: 6/20/2025, 2:00 PM – 3:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Are clients’ medical records scattered across multiple providers? Do you often struggle to locate or deal with uncooperative witnesses? Does accident scene evidence and electronic device evidence have a habit of being altered or lost before you can get to it? Join our experienced faculty as they share proven strategies for overcoming challenges in collecting evidence for auto injury cases. Don’t let pushback or other hurdles prevent you from securing the evidence your attorney needs – register today!

Learn how to effectively reconcile missing or conflicting medical records.
Discover actionable approaches for managing slow responses and resistance from records custodians.
Get tips for securing valuable information from witnesses who are reluctant to cooperate.
Prevent critical physical and electronic evidence from being lost or altered.

Date: 2025-06-25 — 2025-06-25

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Prepare to perform your key estate planning tasks with confidence. This practical guide offers specialized case/client intake and communication tips, case management advice, will and trust essential provisions breakdowns, and an overview of top trust structures and their uses. You will also get an introduction to trusts and estates taxation, including sample documents and filing guidance. Come away with a working understanding of trusts and estates paralegals’ duties and with the confidence to do the job.

Date: 2025-06-27 — 2025-06-27

Time: 8am – 5pm

Venue Type: In-Person

Sponsor: San Antonio Paralegal Association

CLE Hours Earned: 7.0

Cost: See below

Event Contact:
Diana Marie Olack
education@saparalegal.org
(210) 827-2144

Location:
Norris Conference Center
618 Northwest Loop 410, Ste 207

San Antonio TX 78216

DESCRIPTION:

SAPA Presents 4th Annual Summer Fling

Date: Friday, June 27, 2025

Time: 8:00 a.m. – 5:00 p.m.

Location: Norris Conference Center

Early Bird registration March 31st – May 16th
($60.00 for Members/$75.00 for Non-Members)
Must pay by May 16th to lock in early bird price

After May 17th – June 13th
($70.00 for Members/$85.00 for Non-Members)
Must pay by June 20th

Date: 2025-06-27 — 2025-06-27

Time: 6/27/2025, 2:00 PM – 3:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Erosion of client trust, damage to your supervising attorney’s reputation, and immediate dismissal – these illustrate just a fraction of the possible risks posed by making an ethical error in daily practice. Is that a chance you’re willing to take? This course is designed to provide you with real-world insights for preventing and resolving the top ethical mistakes that paralegals make. Don’t let a mistake hinder your credibility – register today!

Discover the consequences of failing to report conflicts.
Sidestep common client communication landmines.
Dodge top data privacy and security ethical errors.

Date: 2025-07-09 — 2025-07-09

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Ever wish there was a way you could simplify the process of collecting, analyzing, and summarizing medical records? Look no further! In this troubleshooting course, our accomplished instructors dish out clever tips for managing common issues that arise with medical records. From tactics for dealing with difficult medical providers to pointers for interpreting ambiguous medical terminology, you can’t afford to miss this program – register today!

Formulate strategies for overcoming hurdles in medical record collection.
Uncover practical guidance for organizing medical records.
Detect inconsistencies in medical records and billing documentation.
Discover tips and tricks for preparing expert witnesses for depositions.
Examine best practices for drafting medical chronologies and summaries.

Date: 2025-07-10 — 2025-07-10

Time: 2:00 PM – 3:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

What if you could improve the outcome of every business acquisition deal your firm handles? We’ve distilled experienced paralegals’ tips into a fast-paced guide to improving sale/purchase agreements at every step of the transaction. This curriculum is designed to be practical and immediately applicable. Make yourself indispensable – register today!

Reduce attorney review time through strategic document organization.
Prevent delays: anticipate and gather commonly requested documents early.
Reduce attorney hours by preparing focused, issue-specific due diligence summaries.
Minimize errors by implementing robust version control systems.

Date: 2025-07-15 — 2025-07-15

Time: 7/15/2025, 2:00 PM – 5:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Real estate development projects often face complex regulatory challenges and can quickly get tangled the red tape. Do you have the knowledge and skills to navigate these obstacles and ensure projects progress toward positive outcomes? Discover how you can provide strategic support and facilitate smooth and efficient execution. Expand your skill set – register today!

Identify title, zoning, and environmental issues that will hamper the project.
Learn how to secure land use approvals, development permits, and environmental clearances.
Foster productive relationships with government agencies to expedite approvals.
Get tips for reviewing contracts critical to the real estate development process.

Date: 2025-07-15 — 2025-07-15

Time: 3:00 PM – 4:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

When the pressure is on and your attorney is laser-focused on their presentation, it’s your moment to truly shine as a paralegal. Will you be the one who ensures every document, piece of evidence, and witness is exactly where they need to be, right when they’re needed? Will you spot crucial details or opportunities that others may miss? And when unexpected issues arise, will you be ready to help troubleshoot and keep the case on track? While you may not be in the spotlight, you are the unsung hero behind a smooth and successful trial. Our expert faculty will show you how to become indispensable in the eyes of your attorney – proving your value, contributing meaningfully to the case, and helping deliver results that truly matter. Register today!

Get organizational tips to ensure everything is at your team’s fingertips.
Coordinate witnesses with confidence and manage exhibits like a pro.
Be ready with effective solutions to unexpected issues and courtroom curveballs.

Date: 2025-07-16 — 2025-07-16

Time: 7/16/2025, 11:00 AM – 6:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Picture this: You’re assisting your attorney with a custody case, and the client struggles with substance use issues. You are trying to collect key documents from the client, but they’re highly emotional and not cooperating. What’s the best next step to take?

Now imagine yourself in another situation where the client is trying to escape an abusive relationship. You and your supervising attorney have built trust with this client, and they’re in a dangerous situation. As a paralegal, what are your obligations concerning the client’s safety?

If you’re not sure how to proceed in these types of situations, this course is here to make things easier. Join our expert faculty as they discuss the legal essentials of managing high-need or vulnerable clients in family law cases. Determine how to streamline the intake process for clients with mental health disorders, discover tips for addressing parental alienation, and much more.

Date: 2025-07-17 — 2025-07-17

Time: 2:00 PM – 3:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

What if you could improve your legal writing skills in just one hour? This course makes it possible! Join our expert faculty as they spill their tried-and-true techniques for ensuring legal documents, client emails, and more are polished and easy to understand. What do you have to lose? Register today!

Find out how to communicate legal info in client-friendly language.
Uncover practical guidance for writing more concisely.
Formulate effective proofreading strategies to enhance your writing.

Date: 2025-07-22 — 2025-07-22

Time: 7/22/2025, 1:00 PM – 4:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Paralegals play a pivotal role in helping attorneys structure estate planning documents, from drafting simple POAs and recording transfers to valuation and inventory of the clients’ assets. This legal course offers practical knowledge to help paralegals improve their drafting and document handling skills. Become indispensable – register today!

Help attorneys draft and organize asset transfer documents that work well together.
Ensure you accurately assess the estate’s value.
Organize your probate document prep process for greater efficiency.
Get tips for effective communication with various stakeholders.

Date: 2025-07-23 — 2025-07-23

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Do you find document review and production to be a chore? Let us make it easier for you! This program is packed full of helpful tips, tricks, and tools for more precise and efficient document production. Don’t miss this opportunity to streamline your workflows and discover creative solutions to the challenges you’ve been facing. Transform your document management processes – register today!

Use tech tools to streamline responses and automate deadlines tracking.
Uncover solutions for seamless document retrieval and management.
Learn how to use AI to review and process documents more quickly.
Determine how to preserve document integrity and keep the metadata intact.
Review methods and best practices for converting documents without losing the desired formatting.
Prevent sensitive or confidential information from slipping past your safeguards.

Date: 2025-07-24 — 2025-07-24

Time: 1:00 PM – 2:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1

Cost: 119

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Ever wonder how you can stand out and boost client services? Emotional intelligence (EI/EQ) is the answer! In this paralegal-focused program, our seasoned faculty reveal the power of EI and share creative ways to use it to enhance relationships with clients and colleagues. Build your understanding of how you can turn good client experiences into positive legal outcomes, formulate tactics for building rapport, and discuss the crucial role of EI in managing client expectations. Register today!

Discover how EI can strengthen paralegal-client communications.
Develop techniques for using empathy and social skills to build rapport.
Uncover EI strategies for enhancing relationships in the legal workplace.

Date: 2025-07-29 — 2025-07-29

Time: 12:00 PM – 3:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Effective witness and exhibit lists foster organization, compliance, and strategic trial preparation. Disorganized and incomplete lists lead to delays, objections, and missed opportunities. Can you avoid the pitfalls and build lists that enhance your trial prep and attorney’s legal arguments? Join our faculty for 3 hours of practical insights and best practices for organizing and managing lists. Support your team with the highest level of preparedness – register today!

Receive practical tips for rounding up witness details and creating witness lists.
Discover how to create clear, succinct descriptions for exhibits.
Avoid mistakes that can lead to confusion, delays, or exclusion of critical evidence during trial.

Date: 2025-07-30 — 2025-07-30

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Behind successful personal injury lawyers there are paralegals. Even the little things you do have the power to make or break a case. Are your skills on point? This program will reveal what you should be doing at each key step to give your attorney the best chance to succeed. Make a difference – register today!

Discover ways you can add value during the client intake process.
Learn how to prepare an effective medical records chronology or summary for your attorney.
Look at examples of medical bill and lien reduction requests done right.
Keep things under control with real-world case management pointers.
Find out how to make the most of discovery tools and deposition prep.
Get your attorney ready for trial and know what to expect if they take you with them into the courtroom.

Date: 2025-07-31 — 2025-07-31

Time: 2:00 PM – 5:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

“An error doesn’t become a mistake until you refuse to correct it.” -Orlando Aloysius Battista

Reputational damage, client harm, and loss of employment – this illustrates just a fraction of the negative consequences that can result from failing to address an ethical error. Do you really want to risk it? In this paralegal-focused course, our distinguished faculty present best practices for preventing and resolving the top ethical errors paralegals make with texts and emails. Take action now – register today!

Find out the risks of failing to identify yourself as a paralegal in electronic communications.
Identify the importance of protecting confidentiality when texting with clients.
Gather strategies for preventing and mitigating cybersecurity threats.
Uncover the pitfalls and perils of using “Reply All” and “CC.”

Date: 2025-08-05 — 2025-08-05

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

This course empowers experienced paralegals to elevate their expertise in business contract law. We focus on current legal trends, cutting-edge technologies, and ethical considerations crucial for pushing your contract skills forward. Tackle intricate contract issues, hone your due diligence skills, master contract lifecycle management, and confront data privacy and cybersecurity risks head-on. Register today!

Revise your practices to comply with the latest legal changes.
Uncover hidden risks with advanced due diligence techniques.
Maximize contract value with expert post-drafting strategies.
Safeguard sensitive data and avoid costly breaches with tips from the pros.
Elevate your ethical decision-making and confidently handle complex legal situations.

Date: 2025-08-06 — 2025-08-06

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Do you ever feel overwhelmed handling issues throughout the divorce process? Are you looking for valuable tips and techniques to manage these issues? This comprehensive course is designed to provide paralegals with essential knowledge, how-tos, and best practices for handling key tasks and unique issues in divorce cases. Enhance your skills and walk away with sample intake questions, checklists, discovery requests, and more. Don’t miss this opportunity to hone your skills as a family law paralegal – register today!

Stay on task with tips to help you organize and manage the divorce case.
Discuss key points to consider when drafting effective discovery requests and responses.
Explore effective methods for locating critical evidence through social media, smartphones, and email.
Review ways to handle support and custody issues.
Learn methods for uncovering crucial financial information in divorce.
Take a closer look at issues paralegals need to know concerning QDROs.

Date: 2025-08-13 — 2025-08-13

Time: 10:00 AM – 5:00 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6

Cost: 319

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Auto injury cases are the bread and butter of personal injury practice. As a personal injury paralegal, you will need to know these cases inside and out. This “crash course” will give you the investigation, litigation, and communication skills you need to effectively assist your attorney. From case inception to trial, get practical insights that will help you steer auto injury cases toward a successful resolution. Register today!

Know exactly what you should be looking for in medical and other records.
Keep case files organized so details and documents don’t get lost in the clutter.
Learn best practices for communicating with clients, insurance adjusters, doctors, and more.
Determine what should (and what should not) go into the demand package.
Discover ways you can help with reducing medical bills and liens.
Ensure your pleadings, discovery requests, motions, and briefs pass your attorney’s scrutiny.
Take pressure off your attorney and be an indispensable asset during trial preparation.

Date: 2025-08-18 — 2025-08-18

Time: 12:00 PM – 3:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Social Security Disability paralegals carry a heavy burden on their shoulders: the SSA allows non-attorneys to represent claimants, so where do paralegal duties end and the attorney’s job begin? This legal guide will help you improve your SSDI claim practices and tame the madness of endless client calls, hectic hearing schedules, and endless volumes of supporting documents. Update your knowledge and hone your organizational skills to improve claim outcomes – register today!

Clarify current SSDI claims process steps and eligibility requirements.
Get guidance for building client files and compiling critical documentation.
Master the application and filing procedure intricacies.
Establish effective SSA and client communications practices.

Date: 2025-08-20 — 2025-08-20

Time: 11:00 AM – 2:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3

Cost: 219

Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240

DESCRIPTION:

Whether you’re new to administrative law or seeking a refresher, this program is for you! Step into the world of government regulations and agency actions with this information-packed program. We’ll show you how to track rulemaking processes so your team can stay ahead. You will also learn how to quickly track down key resources, handle public records requests, and prepare for administrative hearings and appeals. Build your knowledge and value – register today!

Discover how to effectively track and analyze rulemaking and agency actions.
Hear where to find agency interpretations, administrative dockets and databases, and other information.
Navigate public records laws and document release protocols.
Receive essential skills for preparing for administrative hearings and appeals.