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CPE

Fall Conference for Paralegals

Fri, October 8, 2021   |   8:55 a.m. - 4:30 p.m.   |  
Virtual
  |   CLE Hours: 6.0 CPE Hours including 1.0 Ethics

The Fall Conference for Paralegals is designed for anyone on the legal support staff and provides 6.0 CPE hours (including 1.0 ethics)—the annual requirement for the paralegal certification.

Topics & Speakers

8:55 am Welcome & Introductions
  • Brooks Miller, Sanford Thompson PLLC, Raleigh
  • Kathy Willetts, Grimes Teich Anderson, Asheville
9:00 a.m. eFiling / eCourts - The Future of Filing is Here
  • Brad Fowler, North Carolina Judicial Branch, Raleigh
9:45 a.m. Criminal Law - How Paralegals Help the Lawyer Help the Client
  • Timothy Morris, Timothy C. Morris, P.A., Erwin
10:30 a.m. Break
10:45 a.m. How Paralegals and the Court System Can Work Better Together
  • Cynthia Crawford, Buncombe County Superior Court Judicial Asst II, Asheville
11:30 a.m. SSDI - Portals, Processes and Patience
  • Kathy Willetts, Grimes Teich Anderson, Asheville
12:15 p.m. Lunch Break
1:15 p.m. Diversity and Inclusion - Perspective
  • Samantha Couch-Moye, Ware Law Firm PLLC, Graham
  • Manisha Patel, Law Office of Manisha P. Patel, PLLC, Greensboro
2:00 p.m. Ethics - Where is the Line? Marketing, UPL and Regulatory Reform
  • Camille Stell, Lawyers Mutual Liability Insurance Company of North Carolina, Cary
3:00 p.m. Break
3:15 pm Where Personal Injury and Workers’ Comp Meet
  • Gabriel Snyder, Ward Black Law, Greensboro
3:45 p.m. Solo and Small Firms – How to Manage it All and Change with the Times
  • Laura Keeler, Massachusetts Law Office Management Assistance Program, Boston
4:30 p.m. Adjourn

Due to the rapidly changing COVID-19 situation and the alarming rise in recent case counts, NCAJ will keep all programs virtual through Nov. 30, 2021. Included in this are all CLEs, member programs and meetings of the board and committees.

We regret that we cannot gather in person at this time, but the safety of our members and staff must remain our priority. NCAJ leaders will continue to monitor the situation closely and keep members updated on new developments with an eye toward a more hopeful forecast.

Virtual Registration
Event Rates
Regular Rate
$185 NCAJ Legal Assistant Member
$235 Non-member

Thanks to Our Sponsors

Byrd Settlements

Byrd Settlements is your resource and partner for Structured Settlements and Trust Advisory services. We work with you and your clients to determine what is in their best financial interest and will have the best possible outcome. Whether it is a special needs trust to protect government healthcare benefits, a general trust, a tax free and guaranteed structured settlement or a combination, you can rely on us to offer what makes most sense for your client, not what meets arbitrary corporate minimums. In addition to our role as comprehensive settlement consultant, we can also serve as an unbiased third party Trust Protector. We provide clients with the most advantageous trust resources possible and have created an infrastructure to ensure consistent optimal performance through semi-annual review. Our team works to provide attorneys and their clients with all of the options that will enable them to use their recovery to become and remain financially secure. Please let us know if we can help!

MoveDocs

MoveDocs is a free web-based platform dedicated to maximizing personal injury efficiency and outcomes. Through the MoveDocs Provider Map, attorneys can easily give their clients access to board-certified providers who treat personal injury patients. Law firms have immediate access to their clients’ medical records and bills on a secure, HIPAA-compliant web portal. Then with one click, receive an itemized medical billing statement and have our Quality Account Specialist efficiently negotiate all of their clients’ bills at the time of settlement.

Milner Settlements

Milner Settlements | Bryan Milner is a Senior Structured Settlement Consultant with Milner Settlements through Sage Settlement Consulting. He has been working with attorneys and their clients in North Carolina for over 19 years, and continues to be a strong supporter of NCAJ. Bryan takes on a compassionate, comprehensive approach. He understands the important and complex financial decisions that face individuals and families who are receiving settlements. He provides creative structured settlement options and helps the attorney navigate the complexities of settlement-related issues such as Medicare Set-Asides, Trusts, Lien Resolution, etc. He also assists attorneys with designing fee structures for their contingency fees. Bryan is a committee member of the newly formed American Association of Settlement Consultants (AASC).

Physician Life Care Planning

Physician Life Care Planning is a full service, nationwide provider of damages valuation services that specializes in the formulation of Compensatory Economic Damages for attorneys, including future medical requirements, loss of earnings, and loss of household services for chronically and catastrophically ill/injured individuals.

Our Life Care Planners are Board Certified Physicians who specialize in Physical Medicine & Rehabilitation and possess the requisite capacity to independently and thoroughly formulate and defend a strong medical foundation for damages valuation.