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Next-Level Skills for Today's Paralegal (2024 NCBA Paralegal Division Annual Meeting)

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


Designed to assist the paralegal with expanding their skill set and to provide avenues for growth, this program discusses tips, tools and best practices for enhancing the efficiency and quality of legal services.

Bronze Sponsors

Click here to view Forms and CLE Policies, Terms and Conditions.

If paying by check, click here for a printable registration form. Please reference the live webcast program code 267LWC.

Certificate of Completion and Archived Video: Your certificate of completion and archived video will be available approximately two weeks of the program date and can be found in your CLE account. MCLE credit is available to registrants only on the day(s) of the live event. This archived content is offered solely for review purposes and is not a substitute for live attendance. Click here for more information about archive videos in our FAQ.

May 10, 2024
Fri 8:55 AM EDT

Duration 7H 45M

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