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CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018 Embassy Suites Hotel Birmingham, Alabama

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Page 1: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

CONNECTING

LEARNING

UPDATING &

EXAMINING

Skills Needed for Paralegals

AAPi’s 2018 WINTER PARALEGAL CONFERENCE

FEBRUARY 2 – 3, 2018

Embassy Suites Hotel

Birmingham, Alabama

Page 2: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

2018 Conference Schedule

Friday, February 2, 2018

12:15 – 12:45 Registration - Atrium 12:45 – 1:00 Welcome and Opening Comments – Camellia Room MAGNOLIA ROOM COTILLION ROOM 1:00 – 2:00 Get Clued-in to Mediation Examination of Medical Malpractice Katie T. Powell, Esq. Stephen D. Heninger, Esq. 2:00 – 3:00 Probe E-filing in Today’s Courts Being Proactive - Cybersecurity & Privacy Laura Reaves, CP Sarah S. Glover, Esq. (CIPP/US) 3:00 – 3:30 Meet the Vendors Break – Delta Room 3:30 – 4:30 Collect the Clues - Forensic Evidence Killing it with Technology in the Courtroom M. Daniel Matteo, MSFS, D-ABC, CCSI Jebbie R. Austin, Paralegal 6:00 – 8:00 Murder Mystery Party in the Camellia Room Saturday, February 3, 2018 8:30 – 9:00 Registration - Atrium MAGNOLIA ROOM COTILLION ROOM 9:00 – 10:00 Misdemeanor vs Felony Initiate an Estate The Different Criminal Classifications Sidney C. Summey, Esq. Honorable O.L. “Pete” Johnson, Judge 10:00 – 10:30 Meet the Vendors Break – Delta Room 10:30 – 11:30 ABCs of PFA Check the Box - Real Estate Closing (Family & Romance Meets Violence) Mary Stewart Nelson Thompson, Esq. Stephanie A. Hunter, Esq. 11:30 – 12:30 Investigating the Semantics of Drafting Examine Skills Every Paralegal Needs to

Legal Documents and Proper Syntax Know to Succeed! Monica E. Jayroe, Esq. A Round Table Discussion - AAPi Board 12:30 – 2:00 Luncheon in the Camellia Room Our Guest Speaker is Honorable JR Gaines, Judge Circuit Court 15th Judicial Circuit Topic: “Clued in to What Judges Want to See in the Courtroom” 2:00 – 3:00 Review of the changes in NALA’s Certification Test – Camellia Room Cathy L. Davis, ACP

Page 3: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

VENUE:

Our two-day Winter Conference will be held at the Embassy Suites Hotel located at 2300

Woodcrest Place, Birmingham, Alabama.

If you are from out-of-town and need a room please contact reservations at 205-879-7400.

NEW THIS YEAR – MORE CLASSES & PER CLE OFFERINGS:

AAPi is all about providing quality educational seminars to help you succeed in your career! To

that end, we have several innovative ideas rolling out in 2018!

To start, we are offering you more topics! You will see on the schedule that we have two class

sessions running simultaneously. You can choose which topic best suits your practice area of

law, and as a result will be more beneficial to your career.

For those who have asked about partial seminar attendance, we heard you! For those paralegals

that can’t attend the two-day event, AAPi is now offering a per CLE hour registration, which

allows you to pay for only what you want to attend. Using the Per CLE option requires the

payment of a registration fee, which will include seminar materials, and snacks/drinks. You will

also have the option to purchase tickets to the Friday Night Party and Saturday Luncheon. Per

CLE is all à la carte!

Regardless of whether you sign up for the whole event or just a class or two, each room only

accommodates 50 people, registration for topics will be on a “first-come, first-served” basis.

So register early!

Remember our classes are paperless so either download or print out the handout materials prior

to the event. BONUS – if you sign up for the two-day event you will receive handout material

for all 12 topics!

We hope you enjoy the changes we are making!

Page 4: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

Clued-in murder mystery SCAVENGER HUNT

Friday night, it’s party time!!! We hope you

will join us for lots of fun, food and a few

games to test your sleuthing skills!!

Search for clues; find the weapon, and make

your case. Your AAPi Board Members will be

dressed as characters from the game, so ask

them questions and solve the murder!

Prizes to be awarded throughout the game

and for the member that solves the murder, a

grand prize of Free Registration to AAPi’s

2018 Summer Seminar!!! You must be an

AAPi member to win the grand prize so sign

up or renew your membership today!

SATURDAY LUNCHEON:

AAPi is honored to announce that Judge JR Gaines Circuit Judge for the 15th

Judicial Circuit will speak to us at our Saturday Luncheon. His topic will be

“Clued in to What Judges Want to See in the Courtroom”. We hope you will

join us for a delicious and informative lunch.

AAPi GEAR:

We will have some AAPi apparel for sale at the event or you can place an order.

We take cash, check or credit cards as payment.

Page 5: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

OUR LINE UP OF SPEAKERS:

Jebbie R. Austin Mrs. Austin is a Paralegal with the Cunningham Bounds law firm in Mobile, Alabama. She

has been on the Board of Directors for the Alabama Association of Paralegals, Inc., for many years and currently holds the position of Secretary of the Association.

Cathy L. Davis, ACP Ms. Davis is the Legal Studies Director at Faulkner University in Montgomery,

Alabama. She is an Advanced Certified Paralegal and is currently serving on the Certifying Board for NALA. She is a longtime supporter and Past-President of the Alabama Association of Paralegals, Inc.

Honorable JR Gaines, Judge JR Gaines is a native of West Alabama. He acquired a deep sense of justice

and community service from his parents, who taught in the public school system for more than sixty years,

combined. JR earned a bachelor’s degree in business administration and a master’s degree in professional

accountancy from Jackson State University, where he also played college football. He went on to earn a law

degree from the University of Alabama, and then a master’s of law in taxation degree from Georgetown

University in Washington, D.C. Prior to taking the bench, Judge Gaines worked for the Department of Revenue's

legal division for approximately seven years where he prosecuted violations of the state's individual, business,

sales, and ad valorem tax provisions. For several years, Judge Gaines has taught classes in accounting, business,

and administrative law. In 2007, Judge Gaines opened his own law practice. As a solo practitioner, Judge Gaines

practiced in state and federal court defending the rights of others. After practicing law for more than thirteen

years, JR was elected to the position of Circuit Court Judge for the 15th Judicial Circuit. JR married his law school

sweetheart Monet, who practices law in the Attorney General's office. They have two children.

Sarah S. Glover, Esq. (CIPP/US) Mrs. Glover is an associate of Maynard Cooper & Gale law firm in

Birmingham, Alabama. She earned the ANSI-accredited Certified Information Privacy Professional/United States (CIPP/US) credential through the International Association of Privacy Professionals (IAPP). Mrs. Glover received her Bachelor of Arts (summa cum laude) from the University of Alabama and her J.D. (magna cum laude) from the University of Alabama School of Law. Her practice focuses on cybersecurity incident response planning, vendor management and data breach litigation. She was recently appointed to serve as the Vice Chair of the Alabama State Bar Cybersecurity Task Force.

Page 6: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

Stephen D. Heninger, Esq. Mr. Heninger earned a B.A. degree from the University of Illinois in 1972.

After spending two years as a Lieutenant in the U.S. Army, he earned his J.D. degree (Summa Cum Laude) from Cumberland School of Law at Samford University in 1977. He served as a law clerk to Honorable James H. Hancock, District Judge for the Northern District of Alabama before beginning his practice as a trial lawyer specializing in the litigation of personal and commercial tort actions. He has authored “Bad Faith in Alabama: An Infant Tort in Intensive Care” in the Alabama Law Review. He has served as President of the Birmingham Bar Association and the American Board of Trial Advocates (ABOTA) Alabama Chapter. He received the ABICLE Walter P. Gewin Award for service to the bar in 1993. He has been listed by “Super Lawyers” as one of the Top 10 Lawyers in Alabama for the past 4 years. He has been listed in the Best Lawyers in America (Woodward & White) since 1991. He has written numerous papers and lectured throughout the country on trial advocacy skills and strategy at venues including: Harvard School of Law, Stanford School of Law; Georgetown School of Law; University of New Mexico School of Law; University of North Carolina School of Law; University of Tennessee School of Law; University of Miami School of Law; University of Alabama School of Law; and Cumberland School of Law. He is a “master bencher” with the Birmingham Inns of Court, a “fellow” of the Alabama Law Foundation which limits its membership to the top 1% of the State Bar and “Senior Fellow” Litigation Counsel of America.

Stephanie A. Hunter, Esq. Mrs. Hunter is a licensed attorney with the law firm of Hunter Law Firm,

P.C. where she focuses primarily on family law, mediation and probate law. She is a frequent seminar instructor and is currently the President of the Alabama Lawyers Association. She is a registered mediator and an arbitrator for FINRA. Mrs. Hunter also serves as a Special Circuit and District Judge hearing cases in the Jefferson County Family Court.

Monica E. Jayroe, Esq. Mrs. Jayroe holds a Juris Doctor from Jones School of Law at Faulkner University.

She has worked in the legal field since 1988 when she accepted her first position as a court runner. She worked

as a secretary-receptionist with Martinson & Beason (Huntsville, AL) while pursuing her BA at University of

Alabama – Huntsville, and as a paralegal at Nix-Holtsford while pursuing her juris doctor. She worked as an

attorney at Nix-Holtsford from 1999 – 2009. From 2009 – 2016 she was in private general practice. In 2016,

she joined H.E. (Chip) Nix, her mentor from law school, and works with him doing plaintiff’s litigation. Mrs.

Jayroe has been a full-time professor of criminal justice and legal studies at Faulkner University since 2001 where

she teaches Introduction to Research & Writing, Principles of Civil Litigation, Advanced Legal Writing, Courts &

Court Procedures, Constitutional Law and Criminal Law.

Honorable O.L. “Pete” Johnson, Judge Judge Johnson is a retired District Judge for the 10th Judicial

Circuit in Jefferson County, Alabama Criminal Division. He graduated from the University of Alabama in 1969 and earned his J.D. from Cumberland School of Law in 1974. He served as a deputy district attorney in Jefferson County and successfully prosecuted over 150 felony jury cases including 7 death penalty cases. Judge Johnson started the Jefferson County Drug Court and has served on the Governor’s Task Force on Crime and Prison Overcrowding, the Alabama Sentencing Commission and the Alabama Law Institute.

M. Daniel Matteo, MSFS, D-ABC, CCSI Mr. Matteo is a Senior Chemist at the Alabama Department of

Forensic Sciences. He received his Bachelor of Science in Biology at the University of North Texas; his Master of Science in Forensic Science at the University of Alabama at Birmingham. He is board certified by the American Board of Criminalistics, and is APOST certified with the Alabama Police Academy.

Page 7: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

Katie T. Powell, Esq. Katie T. Powell is an attorney with Butler Snow LLP’s Birmingham, Alabama office. Katie

focuses her practice in general, commercial, and employment litigation. She is a member of the Editorial Board

of The Alabama Lawyer, and she is active in a variety of community and professional organizations, including

the Birmingham Volunteer Lawyer’s Program and the Birmingham Bar Association, where she is a member of

Executive Committee and served as President of the Young Lawyers Division from 2012-2013. She is recognized

by Mid-South Super Lawyers Rising Stars and Alabama Super Lawyers Rising Stars, and was a member of the

Birmingham Bar Association’s Future Leadership Forum’s Class of 2010, the Alabama State Bar Association’s

Leadership Forum’s Class of 2014 and the University of Alabama Leadership Council’s Class of 2010. She served

as a Law Clerk to the Honorable Judge Michael G. Graffeo, Circuit Judge, of the 10th Judicial Circuit in Alabama

(2007-2008). Katie obtained her J.D. from Cumberland School of Law and B.A. in Marketing from the University

of Georgia.

Laura Reaves, CP Mrs. Reaves is a Certified Paralegal with the Beasley Allen Law Firm in Montgomery,

Alabama where she is the Paralegal to Attorney Chris Glover. Mrs. Reaves is on the Board of Directors for the Alabama Association of Paralegals, Inc., where she currently holds the position of Region II Director.

Sidney C. Summey, Esq. Mr. Summey is a Shareholder with White Arnold & Dowd and specializes in

Probate Law. He received his Bachelor of Arts (cum laude) from Gardner Webb University in 1973; his J.D. from Cumberland School of Law of Samford University in 1977 and did additional studies at the University of Nice in France. Mr. Summey is a National Certified Guardian and a frequent lecturer on basic and advanced probate matters. Since 2008 he has served as the Jefferson County General Guardian and Conservator.

Mary Stewart Nelson Thompson, Esq. Ms. Nelson is the Managing Member of the law firm Fish Nelson

& Holden, LLC, in Birmingham, AL. She received her Bachelor of Arts with a Distinction in Leadership Studies

from Birmingham-Southern College, and her Juris Doctor from University of Alabama School of Law. Ms.

Nelson’s practice focuses on residential and commercial real estate closings, corporate matters, transactions,

and workers compensation defense. She is also an appellate and civil mediator on the State Roster with the

Alabama Center for Dispute Resolution.

Page 8: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

2018 AAPi WINTER PARALEGAL CONFERENCE

ALL EVENT - REGISTRATION FORM

Name: _______________________________________ (Please Circle) CLA CP ACP Telephone No. ________________ Address: _______________________________________ City: __________________________ State: _______ Zip Code: _________ Firm: _____________________________E-mail: ______________________________________________ Please circle one: Active Associate/Institutional Student/Lifetime Student/Other Non-Member COSTS: Early Registration Registration after December 15, 2017 Active Member $160.00 $185.00

Associate/Institutional Member $180.00 $205.00 Student/Lifetime Member $100.00 $125.00 Student Non-Member $125.00 $150.00 Other Non-Member $185.00 $210.00

Please make your selections for the classes you choose to attend.

Mark only one box per line.

Get Clued-in to Mediation

Katie T. Powell, Esq.

Examination of Medical Malpractice

Stephen D. Heninger, Esq.

Probe E-filing in Today’s Courts

Laura Reaves, CP

Being Proactive - Cybersecurity & Privacy

Sarah S. Glover, Esq. (CIPP/US)

Collect the Clues - Forensic Evidence

M. Daniel Matteo, MSFS, D-ABC, CCSI

Killing it with Technology in the Courtroom

Jebbie R. Austin, Paralegal

Misdemeanor vs. Felony

The Different Criminal Classifications Honorable O.L. “Pete” Johnson, Judge

Initiate an Estate

Sidney C. Summey, Esq.

ABC’s of PFA

(Family & Romance Meets Violence) Stephanie A. Hunter, Esq.

Check the Box √ Real Estate Closing

Mary Stewart Nelson Thompson, Esq.

Investigating the Semantics of Drafting Legal Documents

and Proper Syntax

Monica E. Jayroe, Esq.

Examine Skills Every Paralegal Needs to Know to Succeed

Round Table Discussion - AAPi Board

Review of changes in NALA’s Certification Test

Cathy L. Davis, ACP

NOTE – CHANGE REQUESTS AFTER REGISTRATION WILL BE MADE ON A CASE BY CASE BASIS DEPENDING ON

NUMBER OF ATTENDEES SCHEDULED FOR THE CLASS.

Additional Events Attending Yes or No

Number of Guests Amount Enclosed

Friday Night Party Extra Guests for Event: Adult $40.00 each Child 12 & under $15.00 each

Attendee FREE #Extra Adults ______ #Extra Children_____

$

Saturday Lunch

Attendees Only FREE

PLEASE LET US KNOW IF YOU WILL ATTEND THESE FUNCTIONS AS THE CATERING NUMBERS MUST BE ACCURATE! Mail Registration & Checks to:

MAKE CHECKS PAYABLE TO AAPI

Deborah M. Paul, CP Payments can be made online

P. O. Box 16126 at www.alabamaparalegals.net. Please send

Mobile, AL 36616 Registration Form and payment receipt to

[email protected] [email protected] .

DEADLINE TO REGISTER IS JANUARY 15th!!

NO REFUNDS AFTER JANUARY 15th!

Page 9: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

2018 AAPi WINTER PARALEGAL CONFERENCE

A LA CARTE - REGISTRATION FORM

Name: _______________________________________ (Please Circle) CLA CP ACP Telephone No. ________________ Address: _______________________________________ City: __________________________ State: _______ Zip Code: _________ Firm: _____________________________E-mail: ______________________________________________ Please circle one: Active Associate/Institutional Student/Lifetime Student/Other Non-Member PER CLE COSTS: Early Registration Registration after December 15, 2017 Active Member $30.00 per hour $35.00 per hour Associate/Institutional Member $30.00 per hour $35.00 per hour Student/Lifetime Member $25.00 per hour $30.00 per hour Student Non-Member $25.00 per hour $30.00 per hour Other Non-Member $40.00 per hour $45.00 per hour Registration Fee $ 20.00 CLE Fees ______ CLE hours @ $________= $_________ Friday Night Party (optional) $40.00 per person x ______ = $_________ Saturday Luncheon (optional) $35.00 $_________ TOTAL ENCLOSED $_________

Please make your selections for the classes you choose to attend. Mark only one box per line.

Get Clued-in to Mediation

Katie T. Powell, Esq.

Examination of Medical Malpractice

Stephen D. Heninger, Esq.

Probe E-filing in Today’s Courts

Laura Reaves, CP

Being Proactive - Cybersecurity & Privacy

Sarah S. Glover, Esq. (CIPP/US)

Collect the Clues - Forensic Evidence

M. Daniel Matteo, MSFS, D-ABC, CCSI

Killing it with Technology in the Courtroom Jebbie R. Austin, Paralegal

Misdemeanor vs. Felony

The Different Criminal Classifications Honorable O.L. “Pete” Johnson, Judge

Initiate an Estate

Sidney C. Summey, Esq.

ABC’s of PFA

(Family & Romance Meets Violence)

Stephanie A. Hunter, Esq.

Check the Box √ Real Estate Closing

Mary Stewart Nelson Thompson, Esq.

Investigating the Semantics of Drafting Legal Documents

and Proper Syntax

Monica E. Jayroe, Esq.

Examine Skills Every Paralegal Needs to Know to Succeed

Round Table Discussion - AAPi Board

Review of changes in NALA’s Certification Test Cathy L. Davis, ACP

NOTE – CHANGE REQUESTS AFTER REGISTRATION WILL BE MADE ON A CASE BY CASE BASIS DEPENDING ON

NUMBER OF ATTENDEES SCHEDULED FOR THE CLASS.

Mail Registration & Checks to:

MAKE CHECKS PAYABLE TO AAPI

Deborah M. Paul, CP Payments can be made online

P. O. Box 16126 at www.alabamaparalegals.net. Please send

Mobile, AL 36616 Registration Form and payment receipt to

[email protected] [email protected] .

DEADLINE TO REGISTER IS JANUARY 15th!!

NO REFUNDS AFTER JANUARY 15TH!

Page 10: CONNECTING LEARNING UPDATING & EXAMINING …...CONNECTING LEARNING UPDATING & EXAMINING Skills Needed for Paralegals AAPi’s 2018 WINTER PARALEGAL CONFERENCE FEBRUARY 2 – 3, 2018

CLE CREDITS

AAPi’s 2018 Winter Paralegal Conference has been approved by

NALA for the following CLE credits:

CLE HOURS AWARDED PER CLASS

(“N” BESIDE THE NUMBER MEANS IT IS A NON-SUBSTANTIVE CREDIT)

Get Clued-in to Mediation

Katie T. Powell, Esq.

Examination of Medical Malpractice

Stephen D. Heninger, Esq.

Probe E-filing in Today’s Courts

Laura Reaves, CP

Being Proactive - Cybersecurity & Privacy

Sarah S. Glover, Esq. (CIPP/US)

Collect the Clues - Forensic Evidence M. Daniel Matteo, MSFS, D-ABC, CCSI

Killing it with Technology in the Courtroom Jebbie R. Austin, Paralegal

Misdemeanor vs. Felony

The Different Criminal Classifications Honorable O.L. “Pete” Johnson, Judge

Initiate an Estate

Sidney C. Summey, Esq.

ABC’s of PFA

(Family & Romance Meets Violence)

Stephanie A. Hunter, Esq.

Check the Box √ Real Estate Closing

Mary Stewart Nelson Thompson, Esq.

Investigating the Semantics of Drafting Legal Documents

and Proper Syntax

Monica E. Jayroe, Esq.

Examine Skills Every Paralegal Needs to Know to Succeed

Round Table Discussion - AAPi Board

Review of changes in NALA’s Certification Test Cathy L. Davis, ACP

Luncheon with Special Guest Speaker Judge JR Gaines, Circuit Judge

15th Judicial Circuit

We hope you enjoyed our Winter Conference and will join us again

at our next event!