Calendar Events

Date: 2025-01-21 — 2025-04-29

Time: 6:00 PM – 8:00 PM every Tuesday, virtual

Venue Type: Virtual

Sponsor: Houston Paralegal Association

CLE Hours Earned: 20

Cost: $100 HPA members, $145 nonmembers

Event Contact:
Montye Holmes
mholmes@craincaton.com
(713) 752-8658

DESCRIPTION:

The Orientation Meeting will be held on January 21, 2025, via Zoom. The Review Course will meet for 13 weeks (13 sessions), via Zoom, from February through April, to study and review all Knowledge Exam and Skills Exam sections of the new NALA CP Exam.

Date: 2025-02-21 — 2025-02-21

Time: 9:00am – 3:30pm

Venue Type: In-Person

Sponsor: PD – D5

CLE Hours Earned: 6

Cost: No Charge for PD Members/$35.00 Non Members-

Event Contact:
Priscilla Nash
pnash@grouplegalservices.org

Location:
DYKEMA GOSSETT PLLC
112 E Pecan St #1800

San Antonio TX 78205

DESCRIPTION:

3rd Annual “Round Up CLE” with PD DISTRICT 5
Location: DYKEMA GOSSETT PLLC
112 E Pecan St #1800
San Antonio, TX 78205
6 hours of CLE, including 1 hour in Ethics

Date: 2025-02-21 — 2025-02-21

Time: 3:00 PM – 6:15 PM EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3.0

Cost: 219

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

DESCRIPTION:

Imagine this: You just filed a pleading in a divorce case. All seemed to be going according to plan, and then you discovered you made a major error in the pleading. As a direct result of your mistake, the case is delayed, and things look grim for the client. Are you prepared for the potential repercussions? In this paralegal-focused program, our experienced faculty provide you with best practices for sidestepping common landmines in divorce cases. Take your skills to the next level – register today!

Formulate cutting-edge strategies for drafting and filing complaints and motions.
Uncover practical guidance for dealing with AI and deepfakes in divorce cases.
Gain tips and tactics for handling intricate financial issues.
Develop solutions for complex custody and support matters.

Date: 2025-02-25 — 2025-02-25

Time: 2:00 pm – 3:00 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1.0

Cost: 119.00

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

DESCRIPTION:

Behind every successful business entity is a skilled professional who ensures the
foundation is solid. This practical briefing will empower you with the knowledge, forms,
and checklists you need to play a pivotal role in the formation of different types of limited
liability companies (LLCs). Whether you’re new to the field or looking to sharpen your
skills, this program will provide you with the practical guidance needed to support
attorneys and clients effectively. Become an indispensable asset in the entity formation
process – register today!
● Review all the forms and steps needed to form an LLC.
● Discover the nuances of creating different types of LLCs.
● Identify critical recordkeeping and reporting practices that reinforce the validity of
the LLC.

Date: 2025-02-27 — 2025-02-27

Time: 3:00 pm – 4:00 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1.0

Cost: 119.00

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

DESCRIPTION:

What types of skills differentiate an inefficient paralegal from a reliable one? Do you know
how to build rapport with attorneys and clients? How can you improve your legal research
and writing abilities? In this fast-paced course, our seasoned faculty answer these
questions and provide you with tactics for succeeding in the paralegal profession. Add to
your skill set – register today!
● Review your key responsibilities as a paralegal.
● Strengthen your time management and prioritization skills.
● Discover tips and tricks for networking and progressing in your career.

Date: 2025-02-28 — 2025-02-28

Time: 12 PM – 1 PM

Venue Type: Virtual

Sponsor: Dallas Area Paralegal Association

CLE Hours Earned: 1.0

Cost: DAPA Members Free/Non-DAPA Members $10.00

Event Contact:
Melody Johnson
pd@dallasparalegals.org

DESCRIPTION:

Dual Support:

Healing And Empowering Professional Women One At A Time

Speaker:

Sonjanita Coleman Jordan

Sonjanita Coleman Jordan is the owner of LA Paralegals, LLC and the CEO of DUAL Support, Inc. a non-profit organization focused on helping and healing women going through trauma as it relates to relationships, separation and/or divorce. She has been a paralegal for 20 years with a vast career that spans several areas.

She is a 2004 graduate of the University of New Orleans Paralegal Studies Program where she received her Paralegal Certificate. She is a former member of the New Orleans Paralegal Association (NOPA) and served 3 terms as its president from 2015-2017. Sonjanita is an original member of NFPA’s Diversity, Inclusion, and Equity Committee and is a passionate proponent of rehabilitative grace and restorative justice. She was awarded NFPA’s inaugural Justice Champion Award in 2018 and NOPA’s 2016 Paralegal of the Year Award. She also served as NOPA’s Student Mentor Committee Chair for 2 years.

Sonjanita is a former member of the Louisiana State Paralegal Association (LSPA) and was awarded LSPA’s 2011 Outstanding Paralegal of the Year Award. Sonjanita serves on the Paralegal Advisory Board at Herzing University and Northshore Technical Community College. She also serves on the General Legal Studies Advisory Board at Tulane University. She is also an adjunct professor, speaker, author and Master Life Coach.

This event qualifies for 1.0 hour of General CLE credit through DAPA.

***For additional questions regarding this event, please contact Melody Johnson at pd@dallasparalegals.org.

Date: 2025-03-04 — 2025-03-04

Time: 10:00 am – 5:00 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6.0

Cost: 319.0

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

DESCRIPTION:

In obtaining disability benefits for clients, the lion’s share of the work falls on the
shoulders of the paralegals. To boot, the rules keep changing, from medical opinion
evidence and e-folder documentation to scheduling and hearing procedures. This
essential course will give you the current information you need to help clients get much
-needed benefits. Register today!
● Get an update on claim e-filing and scheduling procedures.
● Learn what key issues to look for when assessing claims at intake.
● Walk through best practices for establishing the claimant’s disability timeline.
● Address changing medical history, treating physician opinions, and prescription use
disclosures.
● Get effective pre-hearing and hearing tactics.
● Prepare for federal court appeals procedures.

Date: 2025-03-06 — 2025-03-06

Time: 2:00 pm – 5:15 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3.0

Cost: 219.00

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

DESCRIPTION:

When the stakes are high, you need to dig deeper! This program will show you how to do
an in-depth analysis of purchase and sale agreements and other documents, with a focus
on more high-value and complex transactions. Enhance your understanding and be
ready for the complicated assignments that come your way – register today!
● Spot problems in high-value, complex purchase and sale contracts.
● Delve deeper into complex deed structures and title issues.
● Learn how to do a detailed examination of more intricate financing documents.
● Be ready to pre

Date: 2025-03-07 — 2025-03-07

Time: 8 AM – 5 PM

Venue Type: In-Person

Sponsor: Houston Metropolitan Paralegal Association

CLE Hours Earned: 7.0 Hours CLE Credit Includes 1.0 Ethics Credit

Cost: $105 for Members and $125 for Non-Members

Event Contact:
Sally Almendarez
sally.almendarez@harriscountytx.gov
(832) 350-3196

Location:
Norris Center
816 Town & Country Blvd., Suite 210

Houston TX 77024

DESCRIPTION:

HMPA is continuing the thrive at 45! Join us and your fellow paralegals for an enriching educational event. You can look forward to fantastic speakers, door prizes, and the chance to network with industry professionals and premier vendors. Don’t miss out on this opportunity to learn, connect, and thrive!

Date: 2025-03-11 — 2025-03-11

Time: 1:00 pm – 4:15 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3.0

Cost: 219.00

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

DESCRIPTION:

As a paralegal, you play a crucial role in the screening process – serving as the first line
of assessment and interaction with potential clients. Do you have the confidence and
finesse to interact with third parties? Can you spot red flags before the firm invests in the
client and case? Join our experienced faculty for tips and tricks on evaluating potential
clients, managing information, and forging strong relationships from the outset. Enhance
your value – register today!
● Flush out all the information you need with effective questioning strategies.
● Discover what to do if you catch a prospective client in a lie.
● Trust but verify: secure and comb through documents and client background
information.
● Learn how to bring up sensitive issues without alienating clients or causing
defensiveness.
● Let AI and other tech tools do some of the screening and document review work for
you.

Date: 2025-03-11 — 2025-03-11

Time: 2:00 pm – 3:00 pm EDT

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1.0

Cost: 119.00

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

DESCRIPTION:

Get familiar with the ways that ChatGPT and generative AI can help you and your
attorney around the law office. From production requests to e-discovery, join our
experienced faculty in this paralegal-focused program as they discuss how ChatGPT can
help you raise the bar. Register today!
● Learn how to utilize generative AI to draft production requests and other
documents.
● Discuss how to best optimize ChatGPT for conducting e-discovery.
● Explore the advantages and disadvantages of using ChatGPT for client
communication purposes.
*Any mention of specific products in this program is intended as part of a general
overview and does not constitute IPE’s endorsement or recommendation of any specific
product or provider. This program is not sponsored by any technology or electronics
provider.

Date: 2025-03-11 — 2025-03-11

Time: 1:00 pm – 2:00 pm EDT

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1.0

Cost: 119.00

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

DESCRIPTION:

support attorneys and interact with various stakeholders. This legal briefing addresses
key aspects of communication you need to master and offers practical tips for each. Build
your skills – register today!
● Master construction industry jargon to ensure clear communication with experts.
● Get tips of for bridging gaps in understanding between different contractors,
architects, engineers, and lawyers.
● Effectively communicate deadlines, track progress, and coordinate with multiple
parties involved.
● Assist in preparing and delivering presentations for clients, courts, or municipal
authorities.

Date: 2025-03-18 — 2025-03-18

Time: 12 PM – 1 PM

Venue Type: Virtual

Sponsor: Dallas Area Paralegal Association

CLE Hours Earned: 1.0

Cost: Free

Event Contact:
Caroline Rose
programs@dallasparalegals.org

DESCRIPTION:

DAPA’s March General Membership Meeting will be via Zoom and presented by Bri Holcombe and Melissa Tubbs.

Melissa Tubbs is a proud Houstonian and graduate of Texas A&M University (Whoop!). Melissa has been a paralegal since 2017 practicing in family law, estate planning and probate. Outside the office, Melissa loves spending quality time with her family, especially her daughter, Makena, and husband, Marquis.

Bri Holcombe is a Houston native who graduated from Baylor University and Belmont University College of Law. She is licensed to practice law in the states of Texas and Tennessee. When Bri is not advocating for her clients, she is rooting for the Baylor Bears and Houston Astros! But what she loves most in life is her sweet “blacken-doodle” puppy, Astro!

Since joining Hunt Law Firm, PLLC in 2021—Bri in February and Melissa in May—this dynamic Attorney-Paralegal team has become an unstoppable force. Specializing in family law and estate planning, Melissa and Bri combine their skills and expertise to deliver exceptional client outcomes as a team. Their seamless collaboration and shared commitment have made them a powerful unit within the firm.

Date: 2025-03-18 — 2025-03-18

Time: 3:00 pm – 6:15 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3.0

Cost: 219.00

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

DESCRIPTION:

Whether you’re just starting off as an immigration paralegal, or you have years of
experience in the field and want a refresher, this course is built for you! Join our
distinguished faculty as they walk you through the ins and outs of immigration law.
Review your responsibilities as an immigration paralegal, explore the naturalization
process, and examine available defenses against deportation. Expand your knowledge –
register today!
● Get a quick rundown of critical immigration laws and agencies.
● Differentiate non-immigrant vs. immigrant visas.
● Formulate strategies for assisting clients in obtaining visas.
● Demonstrate best practices for assisting attorneys in deportation cases.

Date: 2025-03-19 — 2025-03-19

Time: 11:00 am – 6:00 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6.0

Cost: 319.00

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

DESCRIPTION:

Managing complex child support calculations, tracing hidden assets, and dealing with
high-conflict custody disputes are just a handful of the tasks that paralegals take on in
family law cases. Do you have the skills you need to tackle whatever obstacle comes
your way? In this advanced-level program, our esteemed instructors provide you with
ingenious strategies for overcoming legal challenges in family law. Sharpen your edge –
register today!
● Gain new discovery tips and tricks.
● Examine best practices for tracing hidden or misrepresented assets.
● Handle thorny custody disputes with expertise.
● Address key challenges involving child and spousal support calculations.
● Hear sophisticated tactics for preparing briefs and notebooks.

Date: 2025-03-20 — 2025-03-20

Time: 2:00 pm – 5:15 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 3.0

Cost: 219.00

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

DESCRIPTION:

When a debtor “skips town,” it’s important to know the many techniques and tools for
successfully locating them and collecting that money owed. Join our experienced faculty
in this program as they review effective skip tracing and cyber tracking techniques. Learn
both legal aspects and practical tactics that you can employ immediately to find your skip
– register today!
● Review what can be uncovered and discovered through skip tracing technologies
and techniques.
● Identify what resources are most effective for cyber tracking.
● Know how to build and verify debtor profiles through data collection and analysis.
● Understand how to remain in compliance when pursuing skips.

Date: 2025-03-25 — 2025-03-25

Time: 10:00 am, – 5:00 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6.0

Cost: 319.00

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

DESCRIPTION:

Start your engine! This course will help you understand your role in auto injury claims and
how you can help navigate the road to a favorable outcome. From initial intake to final
settlement or trial, you’ll gain essential insights to ensure you’re prepared at every turn.
Don’t miss this crash course – register today!
● Take those critical first steps to get the case in motion.
● Get real-world advice for reducing lien amounts.
● Craft a demand package that will help drive negotiations in your attorney’s favor.
● Look under the hood during discovery.
● Organize evidence and tune up your team’s presentation for court.

Date: 2025-03-26 — 2025-03-26

Time: 10:00 am – 5:00 pm EST

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6.0

Cost: 319.00

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

DESCRIPTION:

Do you know all the tips and tricks for making objections in discovery? Are you aware of
the best approaches to reviewing, bates-stamping/indexing of documents, and managing
other aspects of the production process? In this program, seasoned faculty will share
their hard-won insights for answering requests and handling traditional and electronic
productions with finesse. Enhance your skills – register today!
● Obtain best practices for responding to interrogatories, RFAs, RFPs, and other
requests.
● Gain practical insights on making objections to discovery requests.
● Learn how to effectively review documents for privilege, responsiveness, and other
issues.
● Get pointers on bates-stamping, redaction, duplication, and indexing of documents.
● Explore how to best manage electronic productions and work with PDF, TIFF, and
native file formats.
● Receive tips on keeping proper discovery, privilege, and production logs.

Date: 2025-03-27 — 2025-03-27

Time: 10 AM CT – 1 PM CT, Live Virtual Workshop,

Venue Type: Virtual

Sponsor: AALNC

CLE Hours Earned: 6

Cost: $200 Early Bird Member/ $275 Early Bird Non-Member || $225 Regular Member/ $300 Regular Non-Member

Event Contact:
Ariel
info@aalnc.org
(312) 321-5177

DESCRIPTION:

This event will provide a mixture of LNC clinical, LNC practice, and LNC business education and mentoring to start or grow your beginning LNC career. The interactive virtual workshop is built to provide business and marketing tips to help attendees create a strong LNC foundation, on which to apply the nursing process to their LNC practice. LNC Jumpstart is structured with LNC faculty to provide educational content on subjects including what legal nurse consulting is and what it isn’t, LNC work product overview, getting started as an LNC, and the LNC as a nursing expert witness and behind-the-scenes LNC. As part of this workshop, attendees will have an on-demand learning activity to attend on their own time and schedule, followed by the live, half-day virtual event. Attendees will have many opportunities to meet and interact in experiential learning with faculty, experienced LNCs, and new LNC peers.

By attending this program, attendees will:

Define the practice of legal nurse consulting and the roles of the legal nurse consult (LNC).
Examine effective approaches and tools for starting and maintaining a successful LNC practice.
Identify common LNC work products and methods to perfect skills.
Define the role of a behind the scenes LNC for plaintiff firm and defense firm.
Define the role of a testifying expert in a medical malpractice case.
Identify the four elements of a negligence case.
Examine how the expert nurse provides an opinion and what the standard of care is.
Explain the documents needed before a case review.
Discuss documentation that occurs after a case review.
Review preparation for deposition.
Discuss how deposition testimony differs from trial testimony.

Continuing Education: The American Association of Legal Nurse Consultants is accredited as a provider of nursing continuing professional development by the American Nurses Credentialing Center’s Commission on Accreditation.

Contact hours:6.0

Successful Completion:

View on-demand program and attend live workshop
Complete on-line evaluation

Date: 2025-03-27 — 2025-03-27

Time: 3:00 pm – 4:00 pm EDT

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1.0

Cost: 119.00

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

DESCRIPTION:

best practices for working with electronic legal files. From cloud computing tips to
document retention guidelines, don’t miss this opportunity to enhance your ability to
handle digital files with care. Register today!
● Review key ethics opinions on the dos and don’ts of handling electronic files.
● Examine best practices for safeguarding client confidentiality.
● Determine what steps to take when responding to a data breach.
*Any mention of specific products in this program is intended as part of a general
overview and does not constitute IPE’s endorsement or recommendation of any specific
product or provider. This program is not sponsored by any technology or electronics
provider.

Date: 2025-03-28 — 2025-03-28

Time: 12:00 pm – 1:00 pm EDT

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 1.0

Cost: 119.00

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

DESCRIPTION:

Save hours each week with time-tested medical record management tactics that enhance
your efficiency! Join our seasoned faculty as they explore paralegal best practices for
managing and interpreting medical records. Uncover the top mistakes paralegals make
when organizing medical records, determine how to locate key information, and develop
strategies for handling issues with heavily redacted records. Take your skills to the next
level – register today!
● Formulate strategies for effective medical record organization.
● Discover emerging software tools for streamlined medical record management.
● Gain tips for collaborating with forensic specialists and medical experts.
*Any mention of specific products in this program is intended as part of a general
overview and does not constitute IPE’s endorsement or recommendation of any specific
product or provider. This program is not sponsored by any technology or electronics
provider.

Date: 2025-04-02 — 2025-04-02

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:

Are you juggling multiple cases, drowning in documents, and racing against deadlines? It’s time to elevate your personal injury case management skills! This guide will reveal effective tips and tricks to help you organize case files, meet tight deadlines, coordinate with clients, and more. Ensure cases are handled efficiently so you can help your attorney achieve the best possible outcome for clients – register today!

Review effective techniques for organizing documents and managing evidence.
Learn how to wrangle medical records from multiple providers.
Ensure that clients and witnesses are well informed and are where they need to be throughout proceedings.
Discover strategic approaches to tracking deadlines so you can deliver on time, every time.
Get your attorney completely courtroom ready with handy trial preparation pointers.

Date: 2025-04-08 — 2025-04-08

Time: 12 Noon to 1 PM (Central Time)

Venue Type: Virtual

Sponsor: Paralegal Division of the State Bar of Texas

CLE Hours Earned: 1 hour of CLE Credit

Cost: $40 Members; $50 Non-Members

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

DESCRIPTION:

Speakers: Professor Angela Downes – UNT College of Law & Professor Kay Elliott – Texas A&M College; The presentation will cover a recent informal survey that found that legal practitioners highlighted an overall decrease in civility in their practices. During this session, learn the importance and ethical considerations of civility-the simply acting with formal politeness when communicating, working with clients, and conducting business—and how it should be the cornerstone of both the paralegal’s client interaction, case preparation and in the courtroom. Civility creates connection.

Date: 2025-04-09 — 2025-04-09

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:

Failing to conduct a comprehensive and accurate investigation can shatter your credibility – as well as your attorney’s – and jeopardize the client’s case. Do you really want to risk it? In this indispensable legal guide, our experienced instructors present best practices for assisting your attorney in conducting a robust investigation. Enhance your expertise – register today!

Add new interviewing tactics to your tool kit.
Streamline the process of requesting public records.
Hear tried-and-true strategies for obtaining medical records.
Leverage technology for more efficient investigations.
Identify the benefits of a post-investigative debriefing.

Date: 2025-04-10 — 2025-04-10

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:

When it comes to medical records, what’s clutter and what’s critical to substantiating claims and demonstrating the extent of injuries? This medical-records-made-easy course will show you how to obtain, analyze, and use records to establish a clear medical narrative. Get the insights you need to quickly home in on case-supporting evidence for your attorney and effectively manage medical records in auto injury cases. Register today!

Understand injuries that result from auto accidents and the medical documentation that can substantiate them.
Ensure you have a comprehensive set of medical records and a well-organized file.
Know what to look for in initial medical assessments, in-hospital records, and treatment documentation.

Date: 2025-04-15 — 2025-04-15

Time: 12 PM – 1 PM

Venue Type: In-Person

Sponsor: Dallas Area Paralegal Association

CLE Hours Earned: 1.0

Cost: Free (Lunch and Parking Cost)

Event Contact:
Caroline Rose
programs@dallasparalegals.org

Location:
Arts District Mansion
2101 Ross Ave

Dallas TX 75201

DESCRIPTION:

Our April General Membership Meeting will be in-person at the Arts District Mansion and presented by Venky Venkatraman.

Experienced attorney, mediator, consultant, and arbitrator with a multicultural background having lived, studied, and worked in different countries specializing primarily in international and domestic business, information technology, and intellectual property law. Highly experienced in the information technology industry, especially expert in outsourcing involving companies and teams in various countries. Registered Patent Attorney experienced with filing and prosecuting patents and trademarks with the USPTO. Licensed to practice law in the State of New York.

Admitted to:
– the United States District Court for the Eastern District of Texas
– the United States District Court for the Southern District of New York
– the United States District Court for the Eastern District of New York
– the United States Supreme Court

Registered to practice before the United States Patent and Trade Office (USPTO). Credentialed as an Advanced Mediator by the Texas Mediator Credentialing Association. Appointed to the American Arbitration Association’s Roster of Arbitrators and Mediators as a Commercial and Consumer Arbitrator and Mediator specializing in Domestic Business, International Business, Information Technology, and Intellectual Property.

This event qualifies for 1.0 hour of General CLE credit through DAPA.
*** For additional questions regarding this event, please contact Caroline Rose programs@dallasparalegals.org.

Optional Lunch Buffet
Price includes tax/gratuity
$14 Soup and Salad only
$18 Full Buffet

Parking
$5 Parking Garage

Date: 2025-04-16 — 2025-04-16

Time: 10:00 am – 5:00 pm EDT

Venue Type: Virtual

Sponsor: Institute for Paralegal Education

CLE Hours Earned: 6.0

Cost: 319.00

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

DESCRIPTION:

Imagine this: You submitted your discovery findings to your attorney. During the middle of
trial, a key piece of information comes out that you missed during the discovery process.
As a direct result, the client’s case is in jeopardy, and your attorney’s trust in you has
been diminished. Do you really want to gamble with those odds? In this paralegal
-focused guide, our seasoned faculty arm you with best practices for enhancing your
efficiency and ensuring accuracy during divorce discovery. Take the first step towards
success – register today!
● Demonstrate best practices for drafting discovery requests and responses.
● Find out the latest tips and tricks for organizing discovery documents.
● Pick up new strategies for obtaining evidence from smartphones and social media.
● Determine what to look for when analyzing individual tax returns.
● Develop strategies for managing discovery in high-asset divorce cases.
*Any mention of specific products in this program is intended as part of a general
overview and does not constitute IPE’s endorsement or recommendation of any specific
product or provider. This program is not sponsored by any technology or electronics
provider.

Date: 2025-04-23 — 2025-04-23

Time: 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:

The start of every business must be thoroughly researched and organized to give it the best chance of success. This course will give you the knowledge, forms, and checklists you need to assist in LLC formation. Register today!

Organgize client intake and initial research necessary for drafting formation documents.
Discover the nuances of creating different types of LLCs and essential taxation considerations.
Review all the documents and steps needed to form an LLC.
Set up critical recordkeeping and reporting practices that shore up LLC protections.
Stay within the bounds of ethical restrictions on what paralegals can do in LLC formation.

Date: 2025-04-24 — 2025-04-24

Time: 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:

Wave goodbye to missed deadlines and high stress levels, and wave hello to enhanced efficiency and organization! In this essential course, our distinguished faculty dole out paralegal tips and tricks for effective case file management. Explore best practices for building a calendar system, gain insights into the most popular case management software, and more. Boost your productivity – register today!

Analyze best practices for client management and communication.
Obtain tips for tracking court dates and deadlines.
Evaluate different methods of organizing and storing case files.
Discover the legal essentials of closing and archiving case files.

Date: 2025-04-26 — 2025-04-27

Time: TBA

Venue Type: Virtual

Sponsor:

CLE Hours Earned: TBA

Cost: Early Bird till March 7, 2025: $575 – Members; $700 – Nonmembers;

Event Contact:
AALNC
info@aalnc.org
(312) 321-5177

DESCRIPTION:

We are excited to share that the AALNC Annual Forum 2025 is moving virtual! This event is the leading forum for connections among legal nurse consultants of all experience levels and specialties, now even more convenient for your busy schedule. AALNC casts a wide net of education sessions while providing a remarkable amount of networking opportunities between colleagues and exhibitors. Exchange ideas, explore trends, and attain new knowledge to improve your professional career.

By attending the Annual Forum, you’ll gain the opportunity to:

Connect with fellow LNCs
Enjoy a shared experience with the AALNC community
Learn about best practices in a variety of interest areas
Earn continuing education hours

Who Should Attend?
Legal nurse consulting proudly casts a wide net and the AALNC Annual Forum 2025 will provide programming and sessions applicable to a variety of specialties and interest areas, including:

Life Care Planning
Risk Management
Case Management
Occupational Health
Forensics
Expert Witnessing
Worker’s Compensation
School Nursing
Corrections
Civil Rights
and more!
Why Attend?
All practicing legal nurse consultants and registered nurses exploring the LNC specialty practice will find the Annual Forum’s education and networking opportunities critical to their success.

Engage in educational activities that will address your personal learning interests and needs.
Analyze selected LNC practices and attain new knowledge and skills to improve personal work products as well as client satisfaction and outcomes.
Interact with colleagues to exchange ideas, explore trends and issues, and consult for personal assistance in meeting specific practice needs.

Date: 2025-04-29 — 2025-04-29

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:

A paralegal who can effectively deal with witnesses will free up valuable time for their attorney supervisors, providing peace of mind as they focus on legal strategy and case preparation. Can your attorneys trust you to deliver? This concise course will reveal critical witness management skills every litigation paralegal should know. From identifying witnesses to providing courtroom support, get the insights you need to provide your attorney critical support. Elevate your impact – register today!

Find background information on witnesses that could affect the case or testimony.
Gain expertise in conducting witness interviews and capturing compelling statements.
Make sure witnesses are where they need to be, when and where your attorneys need them.
Create well-organized witness files that can be easily accessed throughout the case.

Date: 2025-04-30 — 2025-04-30

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:

Trusts and estates paralegals know the work doesn’t begin and end at getting the will and trust drafted. The only way the estate plan works is when it’s based on accurate information, signed and executed properly, and if it’s updated regularly. This legal guide covers the process from client intake through execution, life event changes, all the way to probate. Get practical knowledge to help you accomplish the tasks more effectively. Register today!

Improve and customize your client intake and make sure all the necessary documents are gathered.
Get tips for effective communication with various stakeholders.
Prepare clients for the estate planning process and organize case files.
Make better use of customized estate planning document templates.
Stay on top of post-drafting estate plan execution and maintenance.
Learn how to assist attorneys in estate planning and probate.

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: 2025-05-21 — 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: 2025-06-04 — 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: 2025-06-11 — 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.