2014 REGISTRATION BROCHURE NFPA® Annual Convention & Policy Meeting October 9-12, 2014 The Fairmont Dallas Dallas, Texas National Paralegal Reporter, NFPA, PACE Registered Paralegal, RP, PACE, the PACE design logo, NFPA – The Leader of the Paralegal Profession and the NFPA design logo are all Registered Trademarks/Service Marks of NFPA; NFPA – Your partner in your profession, PACE – The Standard for Excellence, Paralegal CORE Competency Exam, PCCE, PCC Exam, CORE Registered Paralegal, CRP and PCCE design logo are Trademarks/Service Marks of NFPA. Corporate Partner Program sponsor logos used with permission. ® Proudly Hosted by: Dallas Area Paralegal Association, Inc. BENEFITS OF ATTENDING PERSONAL CONTACTS – A personal connection, resulting from face-to-face contact, generates a higher level of trust. Come build your business relationships with others in the profession. NETWORKING OPPORTUNITIES – A convention provides a great opportunity to expand your network and make valuable connections. CONTINUING LEGAL EDUCATION – The educational sessions are designed specifically to provide paralegals with continuing legal education. Attending the educational sessions will enhance your knowledge in specific areas, which can often directly impact your professional status. GET INSPIRED – Many paralegals find that they have a significantly renewed passion for the profession and an increased level of confidence in building the paralegal profession after attending an NFPA convention. Come see what NFPA’s Annual Convention & Policy Meeting is all about!!! Go home with amazing, infectious energy!!! See you at the NFPA 2014 Annual Convention: October 9-12 NFPA CONVENTION CHARITY Denim Up! Please support this year’s charity, the North Texas Food Bank, by donating $5 (or more if you choose) to wear your best denim on Friday, October 10. The North Texas Food Bank is a Dallas-based non-profit that pursues a hunger-free community. They provide approximately 130,000 meals a day spread across 13 Texas counties, and support the nutritional needs of children, families and seniors through education and advocacy. This association has a large and strong impact. Every dollar donated to NTFB provides three meals to hungry north Texans, and out of every dollar, 94 cents goes directly to hunger relief programs. To learn more about NTFB, please visit their website – www.ntfb.org. 2 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org NFPA CONVENTION 2014 PROGRAM AT-A-GLANCE THURSDAY, OCTOBER 9 7:30am – 5:00pm Registration 11:15am – 12:00pm Meet the Candidates Panel (Members Only) 7:30am – 7:00pm Exhibit Hall Open 12:00pm – 1:30pm Coordinator Appreciation/ Networking Lunch 8:30am – 9:45am Concurrent Education Sessions 1:30pm – 2:00pm Exhibitor Door Prize Drawings 9:45am – 10:15am Morning Break + Visit with Exhibitors 2:00pm – 4:30pm NFPA Region Meetings 10:15am – 11:30am Concurrent Education Sessions 4:30pm – 5:30pm Treasurer’s Meeting (Members Only) 11:30am – 1:00pm Keynote Luncheon 6:30pm – 10:00pm Social Event at The Sixth Floor Museum 1:00pm – 2:15pm Concurrent Education Sessions Student Sessions SATURDAY, OCTOBER 11 2:15pm – 2:45pm Afternoon Break + Visit with Exhibitors 2:45pm – 4:00pm Concurrent Education Sessions Student Sessions 4:15pm – 5:30pm NFPA Workshops 5:30pm – 7:00pm Exhibitors’ Reception/ 40th Anniversary Reception 7:00pm – 10:00pm Board of Directors’ Meeting FRIDAY, OCTOBER 10 7:00am – 5:00pm Registration 7:30am – 2:00pm Exhibit Hall Open 7:30am – 8:30am First Timer’s Meeting 8:30am - 11:15am NFPA Region Meetings 9:30am – 10:45am (staggered 15 minute breaks by region) Morning Break + Visit with Exhibitors 8:00am – 9:00am Registration 9:00am – 5:30pm Policy Meeting 10:30am – 10:45am Morning Break 12:00pm – 1:30pm Awards Luncheon 3:15pm – 3:30pm Afternoon Break 8:00pm – 12:00am Caucus Meeting(s) (if necessary) SUNDAY, OCTOBER 12 9:00am – 1:00pm Policy Meeting 10:30am – 10:45am Morning Break 3:00pm – 10:00pm Board of Directors’ Meeting MONDAY, OCTOBER 13 9:00am – 12:00pm Board of Directors’ Retreat (NFPA Board Members Only) 3 KEYNOTE LUNCHEON PRESENTATION Thursday, October 9 | 11:30am – 1:00pm A DIFFERENT KIND OF WAR: ACCESS TO JUSTICE FOR ALL Harriet M Featuring Keynote Speaker Harriet Miers, Esq. iers, Esq. Harriet Miers is a member of the Litigation and Public Policy sections and a former managing partner of Locke Liddell & Sapp. She returned to the firm in May 2007 after serving in the administration of President George W. Bush from 2001-2007 as Staff Secretary, Deputy Chief of Staff, and Counsel to the President. Prior to joining the White House, Ms. Miers had a distinguished career in her commercial litigation practice, representing a broad range of clients in varied industries. She is well-known throughout the United States and has offices in Dallas, Austin and Washington, D.C. She is licensed to practice in Texas and the District of Columbia. Over the years, Ms. Miers also served in many leadership roles in the American Bar Association, including Chair of the Board of Editors of the ABA Journal and the Texas State Delegate. Among her many recognitions and awards: in 2005, Ms. Miers received the Sandra Day O’Connor award from the Texas Center for Legal Ethics and Professionalism and the Robert G. Storey Award for Distinguished Achievement from the SMU Dedman School of Law. She also has received Distinguished Alumni Awards from both SMU and the SMU Dedman School of Law. In 1979, she was honored as the Outstanding Young Lawyer by the Dallas Association of Young Lawyers. Ms. Miers received her J.D. from Southern Methodist University School of Law in 1970 where she was a member of the Barristers, Comments Editor of the Southwestern Law Journal, a member of the Moot Court Board, and member of Kappa Beta Pi. She received her B.S. in Mathematics from Southern Methodist University in 1967. 2014 SOCIAL EVENT Friday, October 10 | 6:30pm – 10:00pm $67 per person (Price includes one complimentary wine/beer/margarita, dinner buffet and access to the sixth floor permanent exhibit, John F. Kennedy and the Memory of a Nation.) The Friday Night Social Event will give the word “social” a new meaning. Guests will enjoy a margarita machine, a photo booth, good ole’ Tex Mex, and the Sixth Floor Museum. Before we lose everyone to the museum, the night will start off with an ice-breaker called the “Selfie Speed Meet and Great” (SSMG). It is similar to the old style cake walk. Guests will move around the room when the music stops, meet someone new (we will tell you where to meet), take a selfie if you want, and upload it to DAPA’s convention Facebook page. Once your meet-up card is full, you can enter for a prize. Bring your cell phones and your smiles. The the the and 4 Sixth Floor Museum at Dealey Plaza chronicles legacy of President John F. Kennedy; interprets Dealey Plaza National Historic Landmark District the John F. Kennedy Memorial Plaza; and presents Sixth Floor Museum at Dealey Plaza www.jfk.org | 411 Elm Street (Within walking distance from the Fairmont Dallas) contemporary culture within the context of presidential history. Explore history through one of the world’s most significant repositories of original photographs, film and video footage, documents and artifacts related to the assassination of President John F. Kennedy – a continually growing, multifaceted collection of approximately 40,000 items. PLANNING YOUR VISIT! Dallas Convention & Visitors Bureau www.visitdallas.com Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org DON’T MISS OUT ON THESE IMPORTANT EVENTS! THURSDAY, OCTOBER 9, NFPA WORKSHOPS PCCE/Certification Workshop (Workshops are free for students!) Workshop will review the basics about the PCC Exam and will also review the eligibility criteria and how candidates can determine which eligibility option is the right one for them. Participants will have a great opportunity to ask questions about the PCC Exam and certification in general. WENDI ROGERS, CLA Identifying Your Association’s Leadership DNA In Wendi’s “Software/Hardware Must Knows,” she will discuss different software programs and applications available to paralegals, common program skills requested by potential employers, suggest ideas for training and skill building, and technology issues such as confidentiality and other ethics related concerns. Wendi will provide students an opportunity to ask questions regarding the topics presented. Her expertise comes from over 25 years of assisting attorneys in the courtroom with trial presentation and management of hardware. This is an invaluable workshop for new paralegals. Have you ever wondered what leadership skills your members are afraid to disclose to you? How many of you have surveyed your membership about their desire to assume leadership roles within your Association? The workshop will provide you with ideas of identifying potential leaders and the various generational approaches to leadership styles within your own Association. There will be small group activities related to the concept of collaboration among all members and discussion of the various pros and cons of delegating leadership responsibility and avoiding leadership mistakes. Come and share your ideas that were successful and some ideas you are fine tuning for the benefit of your membership. NFPA Student Sessions 1:00pm – 2:15pm and 2:45pm – 4:00pm JANET HUSETH Janet will make a presentation regarding interview skills, techniques and resumes. Janet’s expertise comes from her experience both as a paralegal with Haynes and Boone and as Senior Business Development Director for Special Counsel. She will discuss a paralegal’s road to success through interviewing tips and techniques and provide advice on navigating the job search. Janet will also take time to answer questions regarding resumes and interviews. The student workshops will also include a resume writing contest. If you think you have a great resume (it’s about quality not quantity), then we want to see it. A panel of experts will review submitted resumes and will provide feedback. The top three resumes will receive honors. NFPA 40th Anniversary Celebration – 5:30pm – 7:00pm In 1974, in response to a growing interest in the development of the paralegal profession, eight paralegal associations joined together and founded NFPA - the first national paralegal association. Created as a non-profit federation of paralegal associations, NFPA is an issues-driven, policy-oriented professional organization directed by its membership. Today, NFPA remains true to its founders’ grass roots philosophy as it continues its efforts to advance the paralegal profession. Join NFPA members, leaders and past presidents as we toast NFPA’s past, present and future at the Cocktail Reception! NFPA Concurrent Workshops 4:15pm – 5:30pm OCTOBER 10 AND Introduction to Wild Apricot Member Management Software OCTOBER 11 – This workshop will review the basics about Wild Apricot 7:00AM – 7:30AM Membership Management software. This is designed for local associations interested in learning more about Wild Apricot’s features and how to streamline membership management. We will review basics on website builder templates, integrated event registration, online payments, and email templates used with the contact database. Breakfast Option – DAPA and NFPA have arranged to have a Breakfast Taco truck at the hotel both mornings. Come and experience authentic Tex Mex tacos from Rock and Roll Tacos. 5 CONTINUING LEGAL EDUCATION THURSDAY, OCTOBER 9 All sessions are approved for 1.25 CLE credits. Those approved for Ethics CLE credits are noted with an asterisk. CLE is also approved for 6.0 hours of Civil Trial Law by the Texas Board of Legal Specialization. 8:30 TO 9:45 AM *Session A – Technology and Ethics: Inadvertent Disclosure of Confidential Information Tammy Middleton, Esq. With the growth of digital media, the opportunity to inadvertently disclose client confidential information has increased. Ms. Middleton will discuss the ethical rules outlining the treatment of confidential information and discuss practical tips guiding paralegals in helping their supervising attorney in maintaining confidentiality. Tamara “Tammy” Middleton is a General Attorney at BNSF Railway Company. In her position at BNSF, Ms. Middleton serves as regional claims counsel for the Central Region and is responsible for BNSF personal injury claims litigation – focusing on FELA, crossing accident, derailment, and trespasser cases. Prior to joining the claims team this past April, Ms. Middleton oversaw and assisted with a broad portfolio of commercial litigation ranging from large-scale multi-party litigation to smaller cost-recovery matters and contract disputes. She also provided counseling to a broad array of internal BNSF clients regarding commercial matters, risk avoidance and pre-litigation negotiation strategies. Before she joined BNSF, Ms. Middleton was a member of the Trial Practice group at Jones Day in Dallas, Texas. She is a graduate of SMU’s Dedman School of Law in Dallas, Texas. Session B – Writing Persuasively for Paralegals Neil Sobol, Esq. Learn by doing. Professor Sobol will present an interactive and entertaining approach to writing persuasively. Participants will learn effective techniques to make persuasive arguments even when representing unsympathetic parties. Neil L. Sobol is the Director of Legal Analysis, Research & Writing and an Associate Professor at Texas A&M University School of Law. In addition to teaching Legal Analysis, Research & Writing, Professor Sobol teaches Legislation & Regulation and Elements of Legal Studies. He joined the full-time law faculty at Texas Wesleyan University in 2003 after 6 serving since 1997 as an adjunct professor and following fifteen years of private practice. He has been voted Legal Writing Professor of the Year for 2005-06, 2006-07, 2008-09, and 2009-10 as well as Outstanding 1L Night Writing Professor for 2001-02 and 2002-03. Professor Sobol began private practice with a large firm in Dallas and opened his law partnership in 1992. Professor Sobol’s practice consisted primarily of bankruptcy-related work. *Session C - Ethical Considerations and eDiscovery Issues with the Internet, Social Media, & Cybersecurity Peter Vogel, Esq. All evidence is now electronic and paralegals and lawyers have ethical responsibilities to understand eDiscovery. Since all clients and paralegals rely on the Internet to store evidence, communicate by email, and use social media, in the wake of reports of cyber-attacks, the vulnerability was not so clear. As a result of reports for the governments in the United States and around the world, lawyers now need to be vigilant to protect their law firms and clients. Peter Vogel chairs both the Electronic Discovery Group and the Internet, eCommerce, & Technology Team at Gardere, where he helps clients maneuver business and technology issues through the legal mazes of electronic evidence, social media, intellectual property, contracts, government regulation, and litigation. He assists many clients with ESI (Electronically Stored Information) issues and related creation, development and implementation of records retention policies. Session D - Domestic and International Trademark Prosecution Tips Molly Buck Richard, Esq. This topic will cover some tips for successful trademark prosecution through the USPTO, including when to file based on use or intent to use, selecting appropriate specimens, and arguing around various rejections. Additionally, it will cover some filing strategies outside the United States, including pros and cons of broadened descriptions of goods or services in various countries. Molly Richard is the founding partner of Richard Law Group, a certified women owned business, located in Dallas, Texas. Ms. Richard has practiced exclusively in the field of trademark and copyright law since 1981 and was named one of the Top 250 Women IP Lawyers for 2013 in Managing Intellectual Property, one of Texas’ Top 50 Female Attorneys in 2008 and 2013, and one of the Top 100 Attorneys Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org EDUCATION SESSIONS in Texas in 2013 in Texas Monthly. She was also selected as one of the top trademark attorneys in the world in the 2001 through 2013 editions of World Trademark Review and has been named a Texas Super Lawyer every year since 2003. 10:15 TO 11:30 AM Session E – Consumer and Collection Law Doug Scott, Esq. Mr. Scott’s presentation concentrates on collecting on or enforcing judgments: abstracts of judgment, post-judgment discovery, garnishments, writs of execution, turnovers and receiverships. Board Certified in Consumer and Commercial Law by the Texas Board of Legal Specialization, Mr. Scott litigates matters in state and federal courts. His particular expertise in domestication of foreign judgments and writs of garnishment have attracted sizable national businesses, such as Dollar Rent a Car, Oak Street Funding, and Hertz Equipment Rental to refer their Texas litigation to him. Mr. Scott handles a large volume of collections matters from diverse areas of businesses located in all areas of the country, including garment bag manufactures, churches, record labels, country clubs, tarp producers, formwork providers, and car dealerships. Session F – Witness Interviews and Techniques for Paralegals Stephen E. Fox, Esq. Mr. Fox will provide guidance on how paralegals can assist their attorneys in preparing witnesses for testimony. His presentation will focus on techniques that the paralegal may use to ensure that witnesses are fully-prepared. Stephen Fox is a Principal in the Dallas office of Fish & Richardson, and chairs the firm’s Commercial Litigation Practice Group. Mr. Cox has spent more than 25 years representing clients in boardrooms and courtrooms across the country, focusing on complex commercial and employment litigation and counseling, particularly in the areas of trade secret theft, corporate espionage, unfair competition, collective and class actions, employment discrimination, and wrongful termination. Session G – Federal Appellate Law: Formatting Briefs, Hyperlinking, Table of Contents Hilaree A. Casada, Esq. Ms. Casada will walk you through the process of properly formatting and e-filing an appellate brief in the federal appellate courts. This presentation will include an update on recent developments and rules related to e-briefs, as well as tips and best practices for creating an e-brief that is easy to read and easy to navigate through the use of hyperlinked Tables of Contents, Tables of Authorities, appendices, record citations, and citations to legal authorities. Hilaree Casada is a Senior Attorney in the Appellate Law section of Cowles & Thompson, with her practice principally focusing on the areas of civil appeals and litigation support. Ms. Casada is Board Certified in Civil Appellate Law by the Texas Board of Legal Specialization. *Session H – Focus on Paralegal Ethics – Panel Kristen Hensley, Esq., Brian Webb, Esq., Kay Redburn, Justice Kerry Fitzgerald Professionalism and ethical behavior require more than merely avoiding the violation of laws and rules. This panel will discuss Paralegal Ethics as it applies to the practice of law, specifically corporate and family law, and in the Courtroom. As part of this panel, there will be a discussion on some of the challenges that paralegals face in various areas including corporate in-house environments and how to overcome these challenges. The attorneys and paralegal on the panel will also address preserving confidentiality, and paying attention to details. The presentation will cover three topics. The first may be generally called “Integrity,” and it will encompass subtopics such as truth versus “spin” and honesty in dealing with money. The second may be generally called “fear,” and it concerns both the paralegal’s fears (overstepping the line into the unauthorized practice of law and “understepping” by falling short of what is expected of him or her) and how the paralegal can help the overcome client’s fears. The third topic will be “The Courtroom” and will cover the various ways in which a paralegal can aid lawyers and anticipate problems in the courtroom setting. Justice Fitzgerald has served as a Justice on the Fifth District Court of Appeals since original appointment by then Governor George Bush in 1999. Previously, Justice Fitzgerald served as Trial Section and Chief of the Appellate Section of the Dallas County District Attorney’s Office. 7 CONTINUING LEGAL EDUCATION Kristen Hensley has over ten years of legal experience with the last four years spent working in-house. Over the past ten years, Ms. Hensley has spent a substantial amount of time providing advice and guidance to clients on multiple business issues including formation, day-to-day operations, and termination of various legal entities. Brian Webb is an attorney with The Webb Family Law Firm and an Adjunct Professor on Texas Matrimonial Property at Southern Methodist University Dedman School of Law. He has been listed as one of the Best Lawyers in America, the Top 100 Texas Super Lawyers (Texas Monthly), Top 100 Dallas/Fort Worth Super Lawyers (Texas Monthly), Best Lawyers in Dallas and Best Family Lawyers in Dallas (Texas Monthly). Ms. Redburn has been a Board Certified Paralegal in Family Law by the Texas Board of Legal Specialization since 2003. She has been a Senior Paralegal to Brian L. Webb at The Webb Family Law Firm, P.C. since 1996. Ms. Redburn served as the NFPA Ethics and Professional Responsibility Coordinator from 2005-2007, is a Founding Member of the Paralegal Advisory Commission in Family Law to the Texas Board of Legal Specialization, which was in 1993, and ultimately served as the Chair of the Committee in 2007-2011 and again from 2013 to the present. She has served in many roles on various committees related to the paralegal profession and family law. 1:00 TO 2:15 PM Session I – An Overview of Patent Prosecution and the AIA for Paralegals Edwin S. Flores, Esq., Ph.D. Dr. Flores will present an overview of patent prosecution and the American Invents Act (AIA) for paralegals. The presentation will include practical tips regarding patent prosecution under the AIA. Dr. Flores is the managing partner and founder of the Intellectual Property law firm of Chalker Flores LLP in north Dallas where he focuses his practice on biotechnology patent law. Dr. Flores helps universities, individual inventors, small and medium companies protect their intellectual property via patents, trademarks, copyrights, trade secrets and contracts. He also works with trial lawyers as a consultant in patent litigation matters. 8 Session J – Everything a Paralegal Wants to Know About FOIA Abigail Moore, Esq. Information held by federal agencies and governmental entities is often relevant to case assessment, litigation strategies, and overall business strategies. As a result, corporate and law firm paralegals are sometimes called upon to make requests for information under the Freedom of Information Act. This presentation will give an overview of the Act, and give practical tips about navigating the FOIA process, including considerations in crafting requests and in dealing with federal entities once a request has been made. Abby Moore is a senior counsel in the business litigation and dispute resolution practice group of Locke Lord LLP. Ms. Moore’s practice provides high-quality legal representation and services to clients involved in commercial litigation and arbitration in a broad range of industries, and in particular, the banking, financial institutions, and consumer finance industry, the business technology and telecommunications industry, and the insurance industry. Session K – Demystifying CM/ECF in U.S. District, Bankruptcy and Appellate Courts Pamela J. Starr, CBA, J.S.M. Whether you are new to CM/ECF or a veteran user, this seminar will demystify some of the intricacies (or perhaps annoyances) of the e-filing and file management platform utilized by the U.S. District, Bankruptcy, and Appellate Courts. Learn valuable tips, tricks, and best practices for successful, and painless, e-filing. Pamela J. Starr, CBA, J.S.M., CEO & Paralegal Extraordinaire of STARR Paralegals, LLC, provides 21st century paralegal support to attorneys throughout the United States in Bankruptcy & Creditors’ Rights, Commercial Transactions, UCC, and all things ECF. Ms. Starr, a daughter of the GSOT, serves on NFPA’s Ethics Board, blogs as her alter-ego Pamela the Paralegal, provides Career Mitigation© services to transitioning professionals at ‘Sessions with a Starr’, and attends grad school. Session L – Drafting Promissory Notes Emeline Yang, Esq. This presentation will provide an overview of certain key elements of a promissory note and several of the issues related to the drafting of this “simple” instrument. Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org EDUCATION SESSIONS Emeline Yang is a Shareholder with Winstead. Ms. Yang has been involved in a wide variety of commercial lending transactions on behalf of lending institutions and business entities in various industries since 1995. She has been a member of Winstead’s Finance & Banking practice since she joined the firm in 1997. 2:45 TO 4:00 PM *Session M – No, She Did Not Just Say That? Role Playing with Ethics (acted out by Committee Members) Marsha Griggs, Esq., Moderator Ms. Griggs has many years of experience teaching paralegals and teaching ethics. She will host a panel of paralegals acting out ethics skits and critique each situation. Marsha Griggs is the Assistant Dean for Academic Support and Bar Readiness at Thurgood Marshall School of Law. Ms. Griggs has more than 14 years of experience with standardized test and bar exam preparation. Prior to joining the Thurgood Marshall School of Law, Ms. Griggs served on the faculty at Collin College where she chaired the Business Administration and Paralegal Studies departments. Session N – An Overview of the Hague Convention on the Service Abroad of Judicial and Extra-Judicial Documents in Civil and Commercial Matters, the Legalization and Authentication of Foreign Public Documents Bruce Akerly, Esq. Mr. Akerly will explore the procedure for obtaining service of process outside the United States and strategies relating thereto. Mr. Akerly is a partner at Cantey & Hanger LLP, where he heads the firm’s Creditors’ Rights, Restructuring & Bankruptcy Practice Group. His primary areas of practice include commercial litigation, bankruptcy and financial restructuring, and creditor rights. Mr. Akerly is a frequent writer and lecturer in the areas of commercial litigation and procedure, creditor rights, collection of debts and judgments, and insolvency proceedings. Session O – Litigation Update – FRCP Bruce Flowers, Esq. This will be a discussion encompassing both statutory updates and updates through case law interpreting Federal Procedure. Also, Mr. Flowers will look at how these updates affect the different geographical regions. Mr. Flowers, a director of the Firm, practices in the Litigation, Environmental, Energy, Construction and Insurance Sections, and has significant experience drafting contracts and litigating contractual disputes. For more than 20 years, Mr. Flowers has aggressively represented clients in prosecuting and defending against claims in both state and federal courts, and in a diverse number of matters. Session P – Comparison of International and Domestic Corporate Entities Wilson Chu, Esq., Simon Raftopoulos, Esq., and James Stephens, Esq. As the world gets smaller and flatter, Cayman and other offshore countries occupy more and more boxes in the corporate structure. But it takes more than a Texas Two-Step to navigate the twists and turns of unfamiliar corporate formalities of offshore companies. Our expert panelists will give you the survival kit essentials to offshore companies that will make you the hero of your next global transaction, worthy of a CEOappreciation trip to the beaches of Bermuda. Wilson Chu is a partner in the Dallas office of K&L Gates, LLP and serves as global cohead of the firm’s M&A Practice Group. His practice focuses on United States and cross-border M&A and other strategic transactions for clients ranging from Fortune 500 serial acquirers to private equity funds to high- growth, high-impact emerging technology companies in the United States and abroad. Simon Raftopoulos is a partner and a member of the Corporate Finance and Insurance teams of Appleby in the Cayman Islands. He joined Appleby in 2006 and was made partner in 2009. Mr. Raftopoulos represents clients in a wide variety of corporate finance transactions, including private equity and fund finance, joint ventures, mergers, acquisitions, leveraged buyouts, initial and secondary public offerings, structured finance, asset securitizations and private placements of equity and debt securities. He also represents clients on large insurance transactions. James Stephens is Managing Partner of the London office of K&L Gates, LLP and group team leader of the Banking & Asset Finance team within the Corporate & Commercial practice group. His practice includes all aspects of corporate and commercial law with specialist expertise in securitizations, inversions, reorganizations, and mergers and acquisitions of private and public companies. 9 CONTINUING LEGAL EDUCATION HOTEL CONTACT INFORMATION GROUP TRANSPORTATION The Fairmont Dallas 1717 N. Akard Street Dallas, TX 75201 GO Yellow Checker Shuttle of Dallas is offering a special rate for the NFPA Convention when using their pre-registration service. Visit http://www. yellowcheckershuttle.com/nfpa for details! RESERVATIONS MUST BE MADE BY SEPTEMBER 17 TO RECEIVE THE NFPA RATE AND TO ENSURE AVAILABILITY! Make your reservations by calling 800-441-1414. Identify yourself with the NFPA 2014 Annual Convention. HOTEL ACCOMMODATIONS Making its home in the Dallas Arts District, the Fairmont Dallas is just minutes from the Central Business District and the Financial District. Outstanding cultural and entertainment activities abound in The Arts District, as well as the nearby West End Historic District, Victory Plaza (home of the American Airlines Center) and West Village, all known for their shopping and lively restaurants. Guest room amenities include a spacious desk, multi-line telephone with voice mail, OnCommand Video featuring 24-hour in-room movies and games, new premium pillow-top mattresses, goose-down or hypoallergenic pillows, iron with ironing board, coffee/tea and maker, plush terry robes, in-room safety deposit boxes and refreshment center. Enhanced technology adds another level of convenient luxury through new high-definition, flat-screen televisions in every room and wireless high-speed Internet access throughout the hotel. AIR TRANSPORTATION NFPA is pleased to partner with American Airlines for discounted travel to the NFPA Convention. Book your discounted fare online at www.aa.com/ group. Search for your flight and enter the Promotion Code 57H4BQ. You may also call American Airlines reservations at 1-800-433-1790. A $25 ticketing charge will apply. NFPA GIVES THANKS TO OUR 2014 CORPORATE PARTNERS PRESIDENT LEVEL esquiresolutions.com 800.211.DEPO AMBASSADOR LEVEL PATRON LEVEL The group rates are as follow: $179 plus tax Single/Double $199 plus tax Triple $229 plus tax Quad To prevent complications upon check-in, please provide all guest names when making your reservations. 10 FRIEND LEVEL Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org 2014 NFPA ANNUAL CONVENTION REGISTRATION FORM •ONLINE from NFPA’s website at www.paralegals.org using your credit card. •FAX your completed form with credit card payment to (425) 771-9588. Our fax line is open 24 hours a day. •Mail your completed form with check or credit card payment to: NFPA, 23607 Highway 99, Suite 2C, Edmonds, WA 98026 PERSONAL INFORMATION Name:_______________________________________________ Certification:_______________________________________ Local Association: ____________________________________ Employer:__________________________________________ Daytime Phone:______________________________________ Mailing Address:___________________________________ E-mail:__________________________________________City:______________________ State:________ Zip:_____________ CHECK WHERE APPLICABLE: o This is my first NFPA Convention o I am attending the First Timers’ meeting o I am attending the Student Workshops o I am attending the Treasurer’s Meeting (members only) o This is my first NFPA Convention as a Delegate o I am attending the Region Meetings o I am attending NFPA Workshops 2014 DEMOGRAPHICS SURVEY Please take a moment to let us know a little about the work you do. This information will only be used anonymously and in aggregate and will help our future Conventions be more relevant for those attending. You may select more than one area of law if applicable. o Bankruptcy o Corporate/Business o Criminal o Domestic Relations/Family Law o Environmental o Estate o Intellectual Property o Labor/Employment o Personal Injury o Real Property o Other__________________ REGISTRATION FEES Thursday Education Seminars Member All-Day Rate (includes lunch) Non-Member All-Day Rate (includes lunch) Member Half-Day Rate (seminars only) Non-Member Half-Day Rate (seminars only) Student Half-Day Rate (seminars only) Student Individual Sessions (morning only) Member Individual Sessions Non-Member Individual Sessions Policy Meeting Local Association Delegates (Primary & Secondary only) Local Association Officers (Permission of Local Association Required) Policy Meeting Observer (Member) Policy Meeting Observer (Non-Member) Policy Meeting Observer (Student) Policy Meeting Observer (DAPA/NFPA Non Delegate Coordinators) EARLY BIRD BEFORE 8/9 o Corporate o Government/Military o Law Firm o Freelance/Contract o Other___________________ REGULAR BEFORE 9/9 TOTALS (After 9/9 add $20) $230 $245 $265 $285 $145 $155 $175 $185 $95 $105 $50.50 $77.50 x___(Quantity) $92.50 x___(Quantity) $__________ $__________ $__________ $__________ $__________ $__________ $__________ $__________ $255 $270 $__________ $255 $270 $__________ $ 75 $200 $ 25 $ 80 $220 $ 45 $__________ $__________ $__________ No Charge $__________ o I require AC power at the Policy Meeting REGISTRATION FEES, CONTINUED... 11 REGISTRATION FORM CONTINUED Lunch & Events (indicate number of people for each event) o Member$40 o Thursday x ____o Friday x ____ o Saturday x ____ o Non-Member$50 o Thursday x ____o Friday x ____ o Saturday x ____ o Student Lunch$30 o Friday Social Event o Thursday x ____ $__________ $67 x ____ $__________ o I will participate in Denim Up! (Minimum $5 donation) $__________ o NFPA 40th Anniversary T-Shirt $22 Unisex Size: oS oM oL o XL $__________ o XXL o XXXL Total Registration $__________ $__________ Dietary Restrictions What do the caterers need to be aware of? (e.g. vegetarian, peanut allergy, gluten free, diabetic) Dietary Restrictions (if applicable) ________________________________________________________________________ Education Seminars (please choose your education sessions, listed in this brochure) (Thursday-8:30am-9:45am): o A o B o C oD (Thursday-10:15am-11:30am): o E o F o G o H (Thursday-1:00pm-2:15pm): o I o J o K o L (Thursday-2:45pm-4:00pm): o M o N o O o P PAYMENT INFORMATION (There are additional fees for registrations received after September 8, 2014 as stated above) o Enclosed is my check - OR Charge the specificied amount to my: o VISA /MasterCardo American Express Total $_________ Card #:_______________________________________________________ Exp Date:______________________ CVV:______ Billing Zip Code: _______________________________________ Signature:_________________________________________ SUBSTITUTIONS, CANCELLATIONS & REFUNDS If you cannot attend you may send a substitute. Requests for substitution must be submitted in writing by e-mail, fax, or regular mail. If you must cancel, requests must be made in writing by e-mail, fax, or regular mail. Cancellations received on or before Monday, September 9, 2014 are subject to a $50.00 Fee. Cancellations received after Monday, September 9, 2014 will forfeit all fees. NFPA reserves the right to photograph and/or videotape the proceedings at the 2014 Annual Convention & Policy Meeting and to use the images for educational and promotional activities without compensation. 12 Register Today - Early Bird Registration Deadline is August 9, 2014 | www.paralegals.org SAVE THE DATES! 2015 Annual Convention & Policy Meeting October 8-11, 2015 Waikiki Beach Marriott Resort & Spa Honolulu, Hawaii 2016 Annual Convention & Policy Meeting October 20-23, 2016 Hilton Burlington Burlington, Vermont 2017 Annual Convention & Policy Meeting New Orleans, Louisiana NFPA’s 2015 Joint Conference (Regulation, Leadership and Certification Ambassadors) will take place on May 1-3, 2015 in Portland, Oregon – the City of Roses! Hosted by the Oregon Paralegal Association, it will be held at the Standard Insurance Center in downtown Portland. Make your plans to join NFPA and many local leaders in attendance to network, learn about new developments in paralegal regulation and See Your Career and Leadership Opportunities Blossom! More information will be posted in the fall after Convention, check the NFPA website for updates. If you have any questions, please contact: CoordinatingVP@paralegals.org. ®