THURSDAY, MAY 9, 2024
6:00 Paralegal Division Annual Reception
6:00 PM | Turtlewatch Room, Holiday Inn Resort Lumina
All Paralegal Division members, attendees, speakers and guests are invited to join us for drinks and appetizers! Free for NCBA members (RSVP required to access free member ticket) and $15 per person for non-members.
Please RSVP by Friday, May 3.
FRIDAY, MAY 10, 2024
8:25 Registration and Continental Breakfast
8:55 Welcome and Introductions
9:00 Trademark Law
Mayukh Sircar, Ward and Smith P.A., Raleigh
Review updates and trends in trademark law, as well as key issues to watch for, including current Supreme Court cases, the intersection of copyright and AI, NFTs, and recent legislation.
10:00 Break
Sponsored by CourtLogic.
10:10 Empowering Paralegals: Harnessing AI for Legal Excellence
Emily J. Beeson, Ward Black Law PA, Greensboro
This session discusses understanding AI and how it can be used in various aspects of the legal community. Explore ways in which AI-based tools can be used to enhance the efficiency and quality of legal services.
11:10 Break
Sponsored by EveryWord, Inc..
11:20 10 Critical Tips to Managing the New Generation of Law Firms
Matthew M. "Matt" Villmer, Villmer Caudill PLLC, Charlotte
Hear about tricks and tools used to manage law firms in this new generation of AI and social media. The speaker also shares ways to efficiently avoid wasting time and resources to perform legal services.
12:20 Paralegal Division Annual Meeting
Lakisha Chichester, Governance Paralegal, Trupanion, Raleigh, 2023-2024 Division Chair, Presiding
12:35 Lunch Break
1:20 Records Management and Retention
Catherine Sanders Reach, North Carolina Bar Association, Cary
During this session, we consider ways to enhance efficiencies for automation of retention and disposition as it relates to record management. We will look at tools and techniques, policies and practical ways to make records retention a reality, without deciding just to keep everything forever.
2:20 Break
2:30 Data Privacy
Martin A. Ginsburg, MarGin Consulting Ltd., Raleigh
Explore the critical intersection of cybersecurity and user compliance in law firms. This session delves into the nuanced challenges faced by legal professionals, emphasizing the risks associated with phishing, unauthorized access, and data mishandling. By highlighting compliance practices such as robust training, secure communication protocols, and regular audits, the presentation underscores the imperative for a holistic approach to fortify against cyberthreats, safeguard client information, and maintain legal and ethical standards in the ever-evolving landscape of legal technology.
3:30 Break
3:40 Ethics*
Carolyn Bellof, Stallard & Bellof PLLC, Charlotte
Examine attorney-client relationships and the rules of professional conduct, including rules related to diligence, communication with clients, confidentiality, conflict of interest, and clients with diminished capacity. The session also discusses the attorney-paralegal relationship and best practices.
4:40 Adjourn
* Indicates portion providing Ethics/Professional Responsibility credit
SATURDAY, MAY 11, 2024
7:30 Sunrise Yoga
7:30 AM | Palms of Lumina, Holiday Inn Resort Lumina
All Paralegal Division members are invited to join us for sunrise yoga. Please be sure to bring your own yoga mat.
Spots are limited, please RSVP by Friday, May 3. For questions, please email Vice-Chair Alice Johnson.