8:55 Welcome and Introductions
9:00 Diversity in the Corporate Workplace*
Sidney O. Minter, Advance Auto Parts, Raleigh
This session discusses what corporations can and should do to ensure a diverse workplace.
10:00 Break
10:10 Identifying Corporate Structures
Stephanie C. Crosby, Ward and Smith PA, New Bern
It's not just business paralegals who have to deal with business entities. At some point, most paralegals will need to form a new entity or figure out who the officers or managers are of an existing entity. This session talks about the basics of various business entity types, what's available to search at the NC Secretary of State's office, and the Assumed Business Name statute and database.
11:10 Break
11:20 Breakout Sessions:
Real Estate
Matthew M. Villmer, Villmer Caudill PLLC, Charlotte
Explore trending topics in real estate.
or
Financial Crime/Bank Fraud
Sharon Crabbe, First Citizens Bank, Raleigh
Discuss financial crimes in the banking industry and what's being done to deter them.
12:20 Lunch Break
1:20 Breakout Sessions:
Non-competes 101
Jonathan L. Crook, Blue Pencil Box LLC, Raleigh
This session discusses non-compete agreements, including what they are and how to defend them in complex litigations, and current trends involving non-compete agreements.
or
Legal Research: Insider Tips from Information Professionals
Tiffany M. Lòpez, Smith Anderson Blount Dorsett Mitchell & Jernigan LLP, Raleigh
Discuss what legal research is, get tips for conducting legal research and explore the tools available.
2:20 Break
2:30 Top Ethics Issues Affecting Lawyers & Paralegals*
Deanna Brocker, The Brocker Law Firm, Cary
Explore some of the most frequent ethics issues for lawyers and paralegals and learn top tips for maintaining an ethically compliant law practice. Discussion will include UPL, confidentiality, conflicts of interest, trust accounts, and client communication.
3:30 Break
3:40 Redefining the Practice of Law
Julie D. Beavers, Lawyers Mutual Liability Insurance Company of NC, Cary
The practice of law is transforming in front of our eyes. And with the transformation comes challenges. View your office through the lens of these five trends: (1) technology adoption, (2) cybersecurity (past the crisis point?), (3) COVID (has it changed our law offices permanently?), (4) regulatory reform, and (5) succession planning.
4:40 Adjourn
* Indicates portion providing Ethics/Professional Responsibility credit
Designed to assist the paralegal with expanding their skill set and provide avenues for which the paralegal can grow, this program offers sessions including diversity in the workplace, research, creditor's rights, real estate, defining corporate entities, complex litigation and bank fraud.
Julie D. Beavers is the Director of Client Services at Lawyers Mutual Liability Insurance Company of NC in Cary. She provides risk management resources and education to policyholders and the legal profession. She is active in the North Carolina legal community and is a frequent CLE and professional development speaker with regional bar groups and national organizations.
Locally, Julie is a member of the Board of Legal Specialization at the NC State Bar and serves as an Advisory Member of the CLE Committee. At the North Carolina Bar Association, she is a member of the Small Firm & Technology Council and previously served as Chair of the Transitioning Lawyers Commission and the Professional Wellness Committee. Julie is also active with the Raleigh Chapter of the Legal Marketing Association. She is a founding member and a three-term president of the Triangle Association of Legal Recruitment Administrators (TALRA), a city group of law firm recruitment professionals and law school career development professionals. On a national level, Julie is active with the NABRICO Marketing & Communications group and a member of NAMIC, the National Association of Mutual Insurance Companies. She previously held several national and regional leadership positions with the National Association of Legal Career Professionals (NALP), the organization that governs recruiting practices for private and public sector employers and accredited law schools in the US and Canada.
A native of eastern North Carolina, Julie earned a B.S. from East Carolina University and a Human Resource Management Certification from Duke University. Before joining Lawyers Mutual, she served in professional roles at Ward and Smith PA, Campbell University School of Law, and Womble Carlyle Sandridge & Rice PLLC.
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Deanna S. Brocker is an owner of The Brocker Law Firm in Raleigh, and she concentrates exclusively in professional disciplinary defense and ethics counseling. Prior to reentering private practice, Deanna served as Assistant Ethics Counsel for the N.C. State Bar for over 10 years. She fielded thousands of telephone ethics questions and provided advice and written ethics advisory opinions to attorneys throughout the state. In addition, as staff liaison to the Ethics Committee of the Bar, she drafted proposed formal ethics opinions for consideration by the Ethics Committee. She also served as staff counsel to the Professionalism Committee of the State Bar, tasked with the creation of the North Carolina Chief Justice's Commission on Professionalism. In private practice, Deanna provides ethics advice and compliance counseling; drafts employment, fee, and other agreements; reviews attorney advertisements and websites; and assists attorneys in preparing responses to State Bar Grievances.
She is a member of the Wake County Bar Association, the Association of Professional Responsibility Lawyers, and the Small Firm and Technology Section of the North Carolina Bar Association. She received her B.A. degree from the University of North Carolina at Chapel Hill in 1989 and her J.D. degree from the University of North Carolina at Chapel Hill School of Law in 1992.
When not practicing law, Deanna enjoys spending time with her family, biking, hiking, getting together with her book club, and playing the piano. Her future plans include practicing from the road, from time to time, while exploring the country in an RV.
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Sharon Crabbe is the Manager, Financial Crimes at First Citizens Bank in Raleigh.
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Jonathan L. Crook is the founder of Blue Pencil Box LLC in Raleigh. Blue Pencil Box makes cutting-edge knowledge management in restrictive covenant law accessible to every lawyer on a subscription basis. Non-competes and other restrictive covenants with employees are essential tools businesses use to protect confidential information, trade secrets, customer relationships, goodwill, and other interests. Legal requirements for these contracts differ from state to state and are constantly evolving with a recent increase in regulatory, legislative, and judicial scrutiny. For employers and attorneys alike, staying ahead of the shifting legal landscape and successfully drafting, administering, and enforcing restrictive covenants is a major challenge.
Before founding Blue Pencil Box, Jonathan was a Knowledge Management Attorney for one of the largest employment law firms in the country, focusing on the law of non-competes and restrictive covenants.
Jonathan is a licensed attorney and practiced for several years as a litigator and counselor. He was responsible for both prosecuting and defending against unfair competition claims and drafting national restrictive covenant agreements for clients across a broad range of industries and sizes.
Jonathan was selected to North Carolina Super Lawyers Rising Stars from 2019 to 2023 and Best Lawyers: Ones to Watch in America in 2021 for Labor and Employment Law – Management.
Jonathan earned his B.A. in Journalism and Political Science from University of North Carolina at Chapel Hill and his J.D. from Elon University.
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Stephanie C. Crosby is the Business Paralegal with Ward and Smith PA in New Bern. She has extensive experience in all business related legal matters including formation, maintenance, and dissolution of entities, mergers and acquisitions, housing authority redevelopment and complex lending transactions.
In addition, Stephanie assists attorneys with matters involving the Internal Revenue Service, North Carolina Department of Revenue, and various statewide regulatory boards including the North Carolina Medical Board. She is a regular speaker on business law matters to paralegals and paralegal students and is an active leader in the legal profession, serving in a number of statewide leadership roles.
Stephanie is a Past Chair of the Paralegal Division of the North Carolina Bar Association; a member of the Membership Recruitment & Retention Committee; the Paralegal Division Membership Chair; a member of the Lawyer Effectiveness and Quality of Life Committee, and on the Board of Directors of BarCARES of North Carolina, Inc. She served as the Co-Chair of the 4ALL Statewide Service Day for 2013 and 2014. Stephanie earned the North Carolina Bar Association Distinguished Paralegal Award in 2012.
Stephanie earned her B.A. in Economics from Sewanee – The University of the South.
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Alice L. Johnson is the Senior Litigation Paralegal at ABB in Cary. She currently works as a paralegal for 10 attorneys specializing in labor and employment litigation and business immigration. She performs numerous tasks including organizing and coordinating documents, legal writing, drafting legal documents and agreements. She also prepares visa applications and petitions for immigrant and nonimmigrant workers.
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Kimberly M. Johnson is with the Department of Health and Human Services in Raleigh.
Kimberly is a member of the Paralegal Division Council and participates in the CPE and Diversity & Inclusion committees. In 2021, she developed two lunch and learn sessions for the CPE committee: Competency and Confidentiality for Paralegals and Inclusion Within the Multicultural and Multigenerational Workplace. She is a member of the Bar Association's Task Force On Integration, Equity and Equal Justice.
Kimberly graduated from Wofford College with a B.A. in History. She has a M.A. in Human Resources Management from Webster University. She received her paralegal certificate from Midlands Technical College.
Sidney O. Minter is of counsel at Advance Auto Parts in Raleigh.
Prior to joining Advance, Sidney was an attorney in the Raleigh office of Jackson Lewis PC. During his career, he has exclusively represented management in a wide range of industries. He has litigated matters relating to wage and hour law, workplace safety law, and workers' compensation. His bread-and-butter, however, is handling complex matters arising under Title VII.
Sidney earned his B.A. in Politial Science at the University of North Carolina at Greensboro, M.A. in Public Administration, summa cum laude, from High Point University and his J.D., cum laude, from North Carolina Central University School of Law.
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Paulene Scott Kearney is a AVP Compliance Officer for First Citizens Bank in Raleigh. She focuses on tracking, investigating, and response to customer complaints in accordance with First Citizens Bank's Complaint Management Program. She resolves complex operational and compliance issues through effective communication with stakeholders to evaluate current processes and appropriate response. She assists with integrating the complaint programs of two separate banks, in addition to, the overall expansion and improvement of efficient and effective data collection, analysis, and management reporting processes for bank customer complaints.
Paulene was formally the Legal Operatoins Manager in the Creditor's Rights Department at Smith Debnam Narron Drake Saintsing & Myers LLP in Raleigh. She managed up to 20 paralegals and paralegal assistants in the NC, SC and VA high volume practice areas.She was with the firm for 21 years.
In 2003, Paulene completed the Paralegal Studies Program through UNC Wilmington. She has been a North Carolina State Bar Certified Paralegal since 2007. She is currently on the board of the NC Bar Association Paralegal Committee and has served on the board of the RWPA in various roles since 2012. One of those roles was the President of the RWPA from 2018-2020.
Paulene has two beautiful daughters, Ciara and Ariel, and a sweet dog named Penelope Grace.
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Matthew M. "Matt" Villmer is an attorney and Managing Partner at Villmer Caudill PLLC in Charlotte. His legal practice focuses on new business startup & business law, mediation, and litigation & arbitration. Over the last 13 years, thousands of business owners have sought Matt's guidance in forming, growing, and selling their businesses.
In addition to the practice of law, Matt loves to help passionate entrepreneurs take their businesses to the next level through education and professional growth. He is a regular guest speaker at industry conferences around the U.S., where he teaches others about the use of customer agreements, the importance of having a written contract between co-owners of a business, and other similar topics. He also teaches other attorneys throughout the country about advanced litigation techniques and strategies to prevail in high-stakes lawsuits.
Matt earned his B.A. from Western Kentucky University and his J.D., magna cum laude, from Florida Coastal School of Law, where he was Editor-in-Chief of the Florida Coastal Law Review.
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Amanda White is a paralegal at The Green Firm PLLC in Charlotte. She supports all aspects of the firm's appellate litigation practice and assists with firm administration and technology.
Prior to entering the legal field, Amanda worked in admissions roles in higher education at the University of Maryland and Catholic University of America. Through that experience, she developed invaluable research, problem-solving, and writing skills.
Amanda earned her B.A. degree in public relations at York College. She recently earned her post-baccalaureate paralegal diploma at Central Piedmont Community College.
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