IPMA 29th Annual Conference & Expo Promotional Brochure

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We will open this year’s Conference with Dr. Kevin Gazzara as he leads us in Moving from Manager – Follow the Yellow Brick Road and Practical Tools for Marvelous Leadership. This will be a two-part session starting on Wednesday and finishing on Thursday. It is going to be educational, thought provoking and interactive!

Our Back to Basics task group put together a great lineup of speakers for new as well as seasoned managers. Our own Alex Williams will be guiding us in understanding how we can all do what we do Living the Balanced Life. Caitlin Galassini and Betsy Walton will help us know what we need regarding Recruitment Basics: Tools & Tricks to Help You Hire the Best & Brightest. You will have the chance to Ask the Experts, expertly answered “burning questions” from an American and Canadian perspective. This session will be led by two seasoned IPMA members, Deb Clarke and Lynn Grassby. Marcia Bibb and Cathy Boette say, If It Doesn’t Make Dollars, Then It Doesn’t Make Sense – Understanding Your Team’s Contribution to the Bottom Line. With the financial pressures we are all under, this session will give us the understanding of the revenues and costs of our teams as well as ways to measure and reward contributions. Carol Van Buren will round out the track with Performance Management - Setting Goals & Evaluating Outcomes. The entire spectrum of employee evaluations will be covered including how to deliver the information in a meaningful manner.

The Human Resources task group found great speakers to lead us through this new normal. Curtis David will teach us about The Manager’s Role in Diversity & Inclusion. Christina Kennedy helps us explore ideas on Oustide the Brick & Mortar: How to Manage Workplace Expectations. Gary Platton’s session on Understanding Between-the-Ears, Knowledge That Makes Your Staff Valuable will surely help us all fuse leadership and management. Noreen Rechsteiner challenges us in The M Word: How to Move Beyond Improving Morale. The track concludes with Gwen Bazella and Sylvia Skucha exploring the relationship between Human Resources & the Paralegal Manager.

The Practice Management task group has been busy planning a great set of sessions! We’ll start off with Lisa Ricchezza and Janet Sullivan discussing the problems and issues that may arise when we are Managing Across Borders: A Paralegal Managers Perspective. Kimberley Cooley-Reyes, another IPMA member, will explore the strategies to handle staff departures in Succession Planning for Managers & Staff. Arlene Kline will enlighten us all on a very topical subject, Hiring Independent Contractors. Jim Hannigan will be presenting a boot camp on Introducing Project Management Methodologies into Legal Services - come prepared to learn! Brian Bernhard will teach, and no doubt entertain us, while talking about Managing in a Changing World. An interactive session that will cover aspects of change and how it affects our teams.

The Managerial Excellence task group was a fabulous team effort coming up with a fabulous set of sessions. Longtime IPMA member Pat Noske shares her expertise on the subject of The Meaning Maker – Creating a Meaningful Environment to Enhance Productivity. Bill Moore from CT Lien Solutions, an IPMA Business Partner, will enlighten us on changing business practices in the legal industry and how we can use technology to help us through the changes. Julia Sweeney, who has been both a Regular and Business Partner member, talks to us about identifying our management skills in a session entitled Where’s My Cheese – Managing Your Own Career. Another longtime Business Partner,

Welcome

Beth Palmer, will instruct us on Managing Through Crisis, what we all need to know if we are hit by flood, fire, earthquake, or technology meltdown.

This year, IPMATalk Live!, moves to a new and invigorated format! The session will focus on the hottest topics that have been identified by our members as emerging issues in paralegal management. Come prepared to share and learn from your peers!

Our Canadian session this year will focus on Social Media – A Canadian Employer’s Friend or Foe?. Stephanie Weschler will examine the legal risks of using social media, how to use social media and how to develop a good social media policy.

We will close our Conference with Eric Azran. His topic, What Can Human Catastrophe Teach Us About Managing Our Team? comes through the lens of the 1994 Friendly Fire incident over Northern Iraq. This will be a moving and powerful session not to be missed!

As always, the IPMA has selected a local charity to support and this year we will be donating to Second Harvest Food Bank of Central Florida.

Our Expo is sure to be a hit and filled with our Business Partners and you!

All this awaits you at the Hyatt Regency Grand Cypress! The hotel is beautiful and centrally located to all major Orlando attractions. On behalf of the 2013 IPMA Annual Conference Program Committee, we look forward to seeing you!

Elise B. Brickner-Schulz 2013 Annual Conference Program Committee Chair

Welcome to Orlando! What a fabulous host city for the IPMA 2013 Annual Conference & Expo. This year will be our 29th Annual Conference, and we are ready to embrace The New Normal: Fusing Leadership and Management. Our world has changed, our work lives have changed and we are ready, willing and able to embrace it!

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Hotel AccommodationsHyatt Regency Grand Cypress One Grand Cypress Blvd Orlando, FL 32836 United States of America (407) 239-1234 www.grandcypress.hyatt.com

The IPMA has negotiated a room rate of $229.00 USD single/double per night, plus taxes and fees. This rate will be available until the room block is full (but no later than Monday, September 16. Reservations can be made online at http://bit.ly/ANN2013Housing or by telephone (888) 421-1442. Identify yourself as part of the International Paralegal Management Association.

Conference RegistrationYou can register on the IPMA’s web site or by completing the registration form on pages 18 and 19 of this Brochure. All registration fees must be paid by check or money order in U.S. funds drawn on a U.S. bank or by major credit card. Registrations received without full payment will not be processed until payment is received. If payment is received after the advance registration date, the regular registration fee will apply.

All registration fees must be paid by check in U.S. funds drawn on a U.S. bank or by major credit card.

Cancellations received in writing by Friday, September 6 are eligible for a full refund. Cancellations received in writing between Saturday, September 7 and Friday, September 20 are eligible for a 50% refund. Cancellations received after Friday, September 20 are nonrefundable.

Substitution from the registrant’s firm is permitted for a $25.00 USD administrative fee. The substitute’s registration fee will be adjusted to the appropriate registration fee category.

Conference Registration is a separate process from Hotel Reservation.

2013 Savings Opportunities! Does your organization have 4 or more managers who could benefit from the training at the Annual Conference & Expo? Bring 4 for the Price of 3!

Are you a member of a legal industry association and not a member of the IPMA? Attend the Annual Conference & Expo for the member rate!

Are you a non-member in the state of Florida? The IPMA is inviting you attend for the member rate!

Roommate MatchIf you are interested in defraying your housing cost and/or looking for someone to share the Conference experience, the IPMA will be maintaining a list of individuals who are interested in a roommate. Check the ROOMMATE MATCH box on the Conference Registration Form and the IPMA will contact you for your preferences.

Certificate ProgramEver asked yourself what more you can get out of going to the IPMA Annual Conference or maybe your employer has asked for justification for your attending? Well, take advantage of the Certificate of Participation program. Just sign the attendance sheet when you come to any of the marked Sessions to receive your Certificate of Participation. Your Certificates will indicate that you have received training in skills valuable to your employer and to your continuing education. Certificates will be mailed to session attendees after the Annual Conference. Sessions that qualify for a Certificate are marked with a scroll.

First Time Attendee Group LeadersLend a helping hand to IPMA members who have never been to an IPMA Annual Conference by signing up to be a first-time attendee group leader. The group leaders should be “experienced” Conference-goers who help new attendees navigate and appreciate everything the IPMA Annual Conference & Expo has to offer. Your role will be to welcome first-time attendees and facilitate small group discussions at the First Time Attendee Orientation. In addition, we ask that you be available to provide direction, answer questions and give support to your group throughout the Conference!

Please sign up to attend the First Time Attendee Orientation as a Group Leader or to be available as a Group Leader throughout the Conference by checking the appropriate box on the Registration Form or by e-mailing IPMA Headquarters at [email protected].

ExpoOne of the highlights of the IPMA Annual Conference & Expo is the Expo portion of the program. Beginning with Wednesday’s Welcome Reception, which marks the opening of the Expo, this trade show continues through Friday afternoon. Companies that provide services and

Logisticsproducts of interest to paralegal managers participate in this show to meet prospective new clients and to connect with existing clients. The Expo showcases these service providers in a low-key, professional atmosphere. The IPMA has enjoyed the support of a number of service providers that exhibit from year to year. Plan now to spend time in the Expo hall to learn more about the services and products offered and to offer support to those who make many of the amenities of the Annual Conference possible.

Charitable ContributionIPMA attendees give back to the communities they visit. This year, the IPMA has chosen to donate to the Second Harvest Food Bank of Central Florida (www.foodbankcentralflorida.org). During the Annual Conference & Expo, the IPMA will accept monetary donations through the purchase of numbered prize envelopes. Select envelopes will offer a prize, while others will offer a note of gratitude for your contribution.

Second Harvest Food Bank of Central Florida is an organization that collects, stores and distributes donated food to more than 500 partner agencies. Since opening its doors in 1983, the Food Bank has distributed close to 300 million pounds of product for its neighbors in need.

Why Attend the IPMA Annual Conference & Expo?

Experience the revised workshop tracks.

Select from 2 dozen educational program sessions all geared toward the interests of everyone who managers anyone in a law firm or legal department.

Learn from top-notch professionals and peers.

Establish & renew personal connections with peers across the IPMA spectrum.

Connect with service providers for the latest details on services and products for thos who manage in a law firm or legal department.

Transfer your newly-gained knowledge and Conference experience with colleagues and staff.

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Schedule at a GlanceWednesday, October 1610:30 AM - 2:00 PM Leadership Development Workshop

2:30 PM – 3:30 PM First Time Attendee Orientation

4:00 PM – 4:15 PM Opening Remarks

4:15 PM – 5:30 PMGeneral Session #1

Moving from Manager – Follow the Yellow Brick Road

Dr. Kevin Gazzara

6:00 PM - 7:00 PM Welcome Reception & Expo Opening

Thursday, October 177:30 AM – 8:30 AM Expo/Breakfast Buffet

8:30 AM – 9:45 AMGeneral Session #2

Practical Tools for Marvelous Leadership

Dr. Kevin Gazzara

9:45 AM – 10:30 AM Expo Refreshment Break

10:30 AM – 11:45 AMWorkshop #1

Living the Balanced Life

Alexander S. Williams

Managing Across Borders: A Paralegal Managers Perspective

Lisa M. Ricchezza & Janet A. Sullivan

The Manager’s Role in Diversity & Inclusion

Renee Bass-Taylor & Neil Wallace

The “Meaning Maker” – Creating a Meaningful Envioronment to Enhance Productivity

Patricia A. Noske

11:45 AM – 1:45 PM Lunch on Your Own

1:45 PM – 3:00 PMWorkshop #2

Recruitment Basics: Tools & Tricks to Help You Hire the Best & Brightest

Caitlin Galassini & Betsy A. Walton, Esq.

Introducing Project Management Methodologies into Legal Services

James Hannigan

Outside the Brick & Mortar: How to Manage Work-Related Expectations

Kevin D. Zwetsch

Leveraging Technology as a Paralegal Manager

William Moore

3:00 PM – 3:45 PM Expo Refreshment Break


Ask the Experts

Deborah M. Clarke & Lynn Grassby

Succession Planning for Managers & Staff

Kimberly U. Cooley-Reyes

Understanding Between-the-Ears Knowledge That Makes Your Staff Valuable

Gary R. Platton

Where’s My Cheese – Managing Your Own Career

Julia C. Sweeney

Back to Basics Practice Management Human Resources Managerial Excellence



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Friday, October 187:30 AM – 8:30 AM Expo/Breakfast Buffet

8:30 AM – 9:45 AMWorkshop #4

If It Doesn’t Make Dollars, Then It Doesn’t Make Sense – Understanding Your Team’s Contribution to the Bottom Line

Marcia M. Bibb & Catherine S. Boette

Managing in a Changing World

Brian J. Bernhard

The “M” Word: How to Move Beyond Improving Morale

Tara K. Eberhart, RP & Gary L. Melhuish

Managing Through Crisis

Fern E. Sager, LLM

9:45 AM – 10:30 AM Expo Refreshment Break

10:30 AM – 12:00 PMGeneral Session #3

Changes & Trends IPMATalk Live!

Joyce M. McGuiney

12:00 PM – 1:45 PM Annual Business Meeting Luncheon

1:45 PM – 2:15 PM Expo Refreshment Break


Performance Management – Setting Goals & Evaluating Outcomes

Carol J. Van Buren

Hiring Independent Contractors

Arlene K. Kline

Human Resources & the Paralegal Manager

Gwen M. Bazella & Sylvia B. Skucha

Social Media – A Canadian Employer’s Friend or Foe?

Stephanie Weschler

3:30 PM – 3:45 PM Break

3:45 PM – 5:00 PMGeneral Session #4

What Can Human Catastrophe Teach Us About Managing Our Team?

Eric Azran

5:00 PM – 5:30 PM Raffle & Closing Remarks

6:00 PM – 9:00 PM Evening Event

Sponsored by CT Corporation/CT Lien Solutions

Schedule at a Glance


Back to Basics Practice Management Human Resources Canadian

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Wednesday, October 16General Session #1 4:15 PM - 5:30 PM

Moving from Manager – Follow the Yellow Brick Road Dr. Kevin Gazzara

Please plan to join us for a completely unique experience to discover how to transition from manager to leader by discovering your own leadership strengths and how they contribute to your organization’s success. This interactive leadership simulation reveals seven years of statistical research identifying Transformational and Transactional Leadership practices across 70 national cultures. Author Dr. Kevin Gazzara, of the book – The Leader of OZ – Revealing the 101 Secrets of Marvelous Leadership for the 21st Century, will share his personal insights and research results for business leadership. You will learn how to create an optimal leader behaviors by prioritizing and implementing the ten leadership practices of Communication, Competence, Authenticity, Stewardship, Reinforcement, Vision, Confidence, Culture, Empowerment, and Creativity to maximize organizational performance and business results.

Upon completion, attendees will be able to:

nIdentify your leadership style and preferences.nUnderstand the 10 practices of leadership.nCreate a 3-step plan to become a recognized leader.

Thursday, October 17General Session #2 8:30 AM - 9:45 AM

Practical Tools for Marvelous Leadership Dr. Kevin Gazzara

Take the knowledge gained in the Moving from Manager - Follow the Yellow Brick Road keynote simulation and learn 3 tools to accelerate the top practices of a Marvelous leader. This interactive session will provide you a chance to learn and practice proven tools that you can use on a daily basis. Improve the work environment for yourself, co-workers and/or your direct reports in a few easy steps. We guarantee that you will emerge from the session confident with your newly found communication skills.


nIdentify your communication persona.n Understand the how to move from hearing to

listening.nCreate a 3-step plan for positive behavioral change.

Workshop #1 10:30 AM - 11:45 AM

Living the Balanced Life Alexander S. Williams

Paralegal managers who continue to have billable responsibilities face special pressures every day. Balancing the competing priorities is an important skill for success. In this workshop, we will look at the way paralegal managers can use technology, organizational structure and the support of other departments to be sure both client work and substantive tasks are handled.


nIdentify key personnel within and outside the paralegal group who can assist in keeping the right balance.

nUnderstand how to structure the paralegal program to support the manager's administrative role.

nBalance personal and professional responsibilities to maintain optimal effectiveness.

Sessions & EventsWednesday, October 16 10:30 AM - 2:00 PMLeadership Development Workshop*Join the IPMA Board of Directors and other current volunteer leaders of the Association for an informative and fun workshop on developing and enhancing leadership skills. This session will be targeted to those members who are currently serving or have an interest in serving in a leadership role in the Association.

2:30 PM - 3:30 PMFirst Time Attendee OrientationIs this your first IPMA Conference? Don’t worry. This orientation provides first-timers with an overview of what to expect at the Annual Conference & Expo and how to navigate the various events and opportunities. In addition, first-timers will have the opportunity to get to know other first-timers in small groups led by veteran IPMA Conference-goers. The orientation is designed to get your first Conference started off right!

6:00 PM - 7:00 PMWelcome Reception & Expo OpeningWelcome to Orlando and the 29th IPMA Annual Conference & Expo! Join us for a reception with great food, drink and conversation, as you make new friends and renew those formed over the years.

Friday, October 18 12:00 PM - 1:45 PMAnnual Business Meeting Luncheon*Come celebrate the achievements of 2013, participate in the business session and look ahead to the coming year at the Annual Business Meeting Luncheon. The members take center stage as the leadership recognizes their commitment to the Association through their involvement in the Association and their communities.

5:00 PM - 5:30 PMRaffleVisit the IPMA Expo and have your raffle card signed to qualify to win great prizes. Previous prizes have included GPS devices, tablets, gift certificates and much more! Don’t miss this exciting event because you must be present to win!

*Open to all attendees, but requires pre-registration to attend.

Orlando International Airport (MCO) handles over 35 million passengers annually on 66 airlines, offering you many options to make your way to the IPMA in October!

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Workshop #2 1:45 PM - 3:00 PM

Recruitment Basics: Tools & Tricks to Help You Hire the Best & Brightest Caitlin Galassini & Betsy Walton, Esq.

The foundation of a strong paralegal staff is built on the selection and retention of talented and motivated personnel. This workshop will cover the entire recruitment process from the elements of justifying a new position, writing or revising job descriptions, identifying candidate sources, culling and screening resumes, interview tips and effective candidate selection. We will focus on effective communication, both internal and external, throughout the hiring process.


nPresent information to their employers which will support the need for additional/replacement paralegal support.

nBuild consensus on key hiring criteria, essential skills and personality traits before the interview and selection process begins.

nUnderstand the different avenues available for recruiting qualified candidates including the use of social media and recruitment software.

nWrite an attractive, results-oriented job description.nEffectively address and manage the counter offer

up-front.nBegin the retention process during the hiring process.

Managing Across Borders: A Paralegal Managers Perspective Lisa M. Ricchezza & Janet A. Sullivan

We have all seen the expansion of large law firms both within the U.S. and worldwide. With this growth come many challenges for those in management positions. Issues we must face when remotely managing multiple offices or merging with a another firm include how to set up systems and polices that can be consistently applied to all offices, learning the different labor laws that may apply and how to hire, counsel, evaluate, terminate, train and utilize paralegals remotely. It is important to develop management skills that allow you as a manager to get to know not only your staff in the other offices but the HR managers, practice group leaders and other key attorneys and management personnel.

This session will be a discussion of the problems and issues you need to address as well as the methods and policies we have developed to meet these challenges. Technological advances have allowed remote management and interaction to become more personal without being physically present.


nIdentify the issues involved in managing more than one office, dealing with a merger or opening of a new location.

nLearn how best to use new communication technologies to assist you in managing.

nDevelop skills that you can use to work with other members of your firm and adapt your management style to the unique culture of each office.

The Manager’s Role in Diversity & Inclusion Renee Bass-Taylor & Neil Wallace

The workplace continues to become more diverse. This session will explore benefits and opportunities that this diversity brings. Diversity can enhance the business’ overall performance and offer benefits including improved teamwork, enhanced communication, greater creativity and higher morale among the employees. In addition, diversity can help to create an environment where employees treat each other with respect, decisions are fair, and discrimination is eliminated.


nIntegrate diversity into all processes, core values and strategic plans, particularly in every day management.

The “Meaning Maker” – Creating a Meaningful Environment to Enhance Productivity Patricia A. Noske

Effective and successful managers who are moving toward leadership understand that productivity involves more than just paying attention to billable hours and the bottom line. This session will provide attendees with a unique perspective of a leader’s role as it relates to improving productivity and as part of that process, you’ll learn how to increase the meaning quotient at work so that you are better equipped to inspire your staff to achieve peak performance.


nUnderstand the meaning quotient of work and how it affects productivity.

nUnderstand how to maximize your personal "flow" and time spent "in the zone".

nTake home some useful techniques that will help you and your staff achieve peak performance.

nRealize the impact of leadership on productivity.

Sessions & Events

Establishing connections (l to r. Rosa Pinheiro, Eileen Hanley, Fern Sager & Paula Nascimento) during the 2012 Expo at the Fairmont Hotel in Vancouver, British Columbia.

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Introducing Project Management Methodologies into Legal Services James Hannigan

With the increasing amount of fee pressure, legal services providers are investigating ways to successfully manage work to a budget. Project management is a methodology for initiating, planning, and monitoring the execution of work against cost, scope, and time constraints, with a single-minded focus on meeting client expectations. This session will explore ways to fit project management into the legal services environment, and offer ideas for addressing the cultural and institutional customs of lawyers and law firms that may act as barriers to adoption. In addition, we will discuss the role of the project manager and examine skills and traits that the successful PM embodies.


nUnderstand how project management can be utilized in legal services operations.

nOutline the ideal skills and qualities of an effective project manager.

nArticulate the benefits of using PM in legal services and respond to objections.

Outside the Brick & Mortar: How to Manage Work-Related Expectations Kevin D. Zwetsch

Manager’s face both legal and practical issues when they supervise both exempt and non-exempt employees. This session will cover the latest information on laws and regulations dealing with employees who perform work away from the office. We will discuss the issues that are related to employees who are “on-the-road” for the employer as well as those who are working from home on a temporary or regular basis. Learn about the legal responsibilities you may have when all your paralegal staff in not in the building.


nComprehend the laws and regulations for employees who perform work away from the office.

nOutline your legal responsibilities for when your staff is not in the building.

Leveraging Technology as a Paralegal Manager William Moore

Today, many paralegal managers are tasked with augmenting their traditional roles with billable work of their own and helping their paralegals develop new skills and take on greater responsibilities -- all while the law firm fee model continues to change with reduced staffing, increased demands from clients, and the pressure to constantly do more with less. Technology is allowing paralegal managers to re-imagine and re-invent the paralegal manager/paralegal relationship, which not only creates positive returns for the managers, their paralegals and their law firms, but trickles down to clients in for the form of greater efficiencies and more accuracy. Bill Moore from CT Lien Solutions will talk more about this changing business practice, why it benefits managers and how it adds significant value to law firms. Moore will also offer real-world examples of paralegal managers who have successfully leveraged technology to reinvigorate their teams, as well as practical advice and tips for attendees.


nUnderstand why technology can benefit paralegal managers.

nIdentify how technology can be a significant value-add to law firms.

nProvide real-world examples of paralegal managers who have successfully leveraged technology to reinvigorate their teams; to offer attendees practical advice and tips to do the same in their organizations.


Ask the Experts Deborah M. Clarke & Lynn Grassby

This interactive session by experienced Canadian and American law firm managers is your opportunity to ask the “burning” questions that you have. Feel free to ask anything from problems in dealing with your bosses, your clients and your staff to how to handle work-life balance issues for you and your staff. Bring your ideas, thoughts and questions and hear how the “experts” have coped with and solved the same issues.


nIdentify tips and techniques that experienced managers use to navigate through the challenges of paralegal management.

nRecognize resources available to paralegal managers.nApply strategies that really work, learned from those

who really know.

Succession Planning for Managers & Staff Kimberly U. Cooley-Reyes

In this session, we will explore strategies to best handle Staff departures. We will examine opportunities to create positions for internal candidates rather than having to fill the position with an external candidate. We will look at ways to ensure that Staff is adequately “trained up” to handle additional work for both expected and unexpected Staff departures. Going beyond Staff departures, we will ponder replacing the irreplaceable - ourselves. Have you identified a successor? How well are you training that successor for a smooth transition?


n Know the importance of succession planning, regardless of business entity structure.

n Recognize talent in order to create smooth transitions.

n Identify how to get upper management on board with your plan.

n Understand the role of staff in your own succession planning.

Sessions & Events

Learning during a General Session at the 2012 Annual Conference at the Fairmont Hotel in Vancouver, British Columbia.

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Friday, October 18Workshop #4 8:30 AM - 9:45 AM

If It Doesn’t Make Dollars, Then It Doesn’t Make Sense – Understanding Your Team’s Contribution to the Bottom Line Marcia M. Bibb & Cathering S. Boette

There are tremendous financial pressures within our organizations to show the value of each person we supervise. Each employee brings a unique set of values to the table, direct and indirect. How do you quantify direct and indirect value? How do you reward direct and indirect value? Organizations are also becoming more interested in attributing overhead costs to individual employees in determining the bottom line. How do these costs affect profitability? Are these costs and the allocation attributed to each timekeeper appropriate given current trends in the legal industry? This workshop will include information that will help you recognize and reward direct and indirect contributions and will also explore the financial factors that affect the bottom line.


nUnderstand the revenue and cost components of supervising paralegals.

nIdentify methods for measuring and rewarding direct and indirect contributions.

nDevelop questions to get the data that you need.

Managing in a Changing World Brian J. Bernhard

Change is good, right? If you are reflecting up change that has already taken place, it’s easy to say that, but let’s be honest, no one really likes the anxiety and insecurity that you and your staff feel while change is taking place. As managers, we are caught in the middle of it all. Upper management announces changes to staffing, reporting lines, policies and procedures and you are on the front lines implementing and defending the policies to an anxious and resistant to the change. This interactive session will discuss the myriad of changes that can come our way and to learn techniques to deal with these changes ourselves and to help our teams deal with them as well, while maintaining focus and productivity.

Understanding Between-the-Ears Knowledge That Makes Your Staff Valuable Gary R. Platton

As busy managers we are constantly being pulled into meetings and being asked to take on additional responsibilities. With the day-to day chaos that we deal with, how as managers do we get an understanding as to what our staff really knows before it is too late?


nView your staff as an investment versus a cost.nImplement methods to create an environment that

encourages self-expression.nIdentify ways to capture and retain your staffs’

knowledge.

Where’s My Cheese – Managing Your Own Career Julia C. Sweeney

As we develop skills as paralegal managers, we are offered different opportunities to expand our responsibilities. Law firms and corporations are developing new positions to address changes in areas such as technology, marketing and project management. In this presentation, we will cover the various types of jobs which utilize paralegal management skills and how to put yourself in a position to get those jobs.


nIdentify paralegal management skills which are transferrable to other positions within the organization.

nUnderstand the types of managerial positions that organizations are developing to address changing needs.

nMarket their skills in order to be considered for the latest managerial roles.


n Identify triggers that cause you and your team to react anxiously to change.

n Utilize communication strategies in helping your staff during stressful situations involving change.

n Build a strong team that will rely on their manager to guide them through times of change.

n Return change from something bad to something good.

The “M” Word: How to Move Beyond Improving Morale Tara K. Eberhart, RP & Gary L. Melhuish

In this session, we will explore the manager’s role following the recruiting of top talent. When your team is in place, focus shifts to finding ways to engage your employees in meaningful ways, recognizing and rewarding individual contributions to ensure continued commitment. Morale, defined as a sense of common purpose within a group, is enhanced when individuals on a team are engaged and productive. We will explore avenues for individual growth opportunities, discuss a variety of ways to establish and maintain consistent communication, and discuss approaches we can take to inspire people to do their best work, independently and collaboratively. Establishing positive morale is just the first step of a sustained commitment to motivating, mentoring, and guiding your teams.


nIdentify individual strengths to benefit team.nUtilize various approaches to creating a positive team

and workplace environment.nManage across generations: what Millennials, Gen X

and Boomers need from you.nMaintain effective ongoing communication for

continued improvement.

Sessions & Events

Mark Your Calendar!30th Annual Conference & ExpoWednesday, October 15 – Friday, October 17, 2014

Westin Buckhead Atlanta Atlanta, Georgia United States of America

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Managing Through Crisis Fern E. Sager, LLM

As a manager, you are likely to face situations on an organizational, departmental and individual level that require responding to unusual emergencies. Whether it is a temporary issue that interrupts physical access to your space (fire, floods, earthquakes), a technology blip that causes problems with normal office functions or a crisis faced by one of your paralegal staff, you need to be prepared to respond. During this session we will discuss crisis management through different perspectives: implementing organizational/departmental plans for responding to crisis situations, effective leadership during an organizational/departmental event, and responding to emergencies of individual staff members.


nProvide input to organizational emergency plans that impact the needs of your areas of supervision.

nIdentify areas where technology back-ups are essential for the continued operation of the organization.

nUnderstand techniques for addressing individual emergencies in the workplace.

General Session #3 10:30 AM - 12:00 PM

Changes & Trends: IPMATalk Live! Joyce M. McGuiney

This general session will focus on the hottest topics that have been identified as the emerging issues in paralegal management. This is your opportunity to share your ideas with and to learn from your peers. Come prepared to explore the trends surrounding paralegal manager added value and paralegal growth opportunities, paralegal profitability in the new economy and the latest technology, and what to expect when hiring paralegals in the future. Each table will be manned by a moderator prepared to share the established wisdom on these exciting topics for paralegal managers, but all attendees will contribute to the table talk with their novel approaches to and fresh ideas on these issues.


Performance Management – Setting Goals & Evaluating Outcomes Carol J. Van Buren

This session will review the entire spectrum of employee evaluation -- from setting goals, to monitoring progress and assessing outcomes. The workshop will also cover the role of self-evaluations and review meetings in delivering a comprehensive performance evaluation.


nUnderstand the importance of the performance evaluation process and the impact it can have on a paralegal’s career.

nUse goals as a tool for delivering feedback and tying staff objectives to firm strategies.

nIdentify key components to include in your written evaluations.

Hiring Independent Contractors Arlene K. Kline

Many organizations are using temporary workers to fill short-term needs through direct and indirect hire. In this workshop, we will examine some of the issues that may arise when employing independent contractors, including whether such worker has been properly classified under the wage and hour law, recent developments regarding DOL-initiatives related to independent contractors, the ramifications of hiring workers from agencies and things to consider when deciding to hire independent contractors/temporary workers.


n Understand the concept of co-employment and related issues.

n Recommend when an independent contractor should be engaged rather than an employee.

n Identify the different considerations between hiring an independent contractor through an agency and a direct engagement.

n Identify employment practices to avoid to help ensure that misclassification does not occur.

Human Resources & the Paralegal Manager Gwen M. Bazella & Sylvia B. Skucha

Exploring the relationship between the Human Resources Department and the Paralegal Manager -- how do you support policy even when you disagree with the content? During this session we will discuss best practices for effective collaboration and information exchange. The HR department is an essential function in our Firms but sometimes there is a disconnect in terms of understanding the paralegals’ role. Our goal is to discuss best practices for strengthening your relationship. How do we effectively collaborate to ensure smooth sharing of information and clear communication that can be supported by all?


n Learn how to work more effectively with the HR Department.

n Improve communication between HR and the Paralegal Manager.

n Outline a list of "best practices" for working with HR.

Session & Events

Connecting with Service Providers (l to r. Susan Gawtry Cabrera, Adam Liptak & Lainie Asch) at the 2012 Expo at the Fairmont Hotel in Vancouver, British Columbia.

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Social Media – A Canadian Employer’s Friend or Foe? Stephanie Weschler

With close to 18 million Canadians on Facebook and over one billion people using Facebook each month, it is not a great surprise that an increasing number of employers are turning to social media to attract and recruit employees. Networking sites, such as Facebook, LinkedIn and Twitter are inexpensive and effective tools to instantaneously target a large group of potential candidates.

On the flip side, employers are also feeling the devastating effects of social networking sites on the workplace and their business. Loss of productivity, theft of time, disclosure of confidential information and damage to an employer’s reputation are just some of the consequences of an employee’s use of social networking sites, both during and outside working hours.

This session will examine the legal risks involved in recruiting through social media, and will set out the parameters that employers must respect. We will also discuss an employee’s legal duty of loyalty and how the use of social media by employees both inside and outside of work can be grounds for disciplinary measures, up to and including termination of employment. Finally, we will examine the importance of having a clear social media policy in place.


nKnow how to use social media as an effective recruitment tool.

nUnderstand the challenges faced by employers in managing the use of social media by its employees.

nIdentify effective monitoring tools.nUnderstand the key elements of a social media

policy.

Sessions & EventsGeneral Session #5 3:45 PM - 5:00 PM

What Can Human Catastrophe Teach Us About Managing Our Team? Eric Azran

Through the lens of the 1994 Friendly Fire incident over Northern Iraq, this session will illustrate how a well-organized, structured organization can fail catastrophically. Upon analysis, the performance shortfalls of the relevant actors will be identified. The case study will lead us to question roles, responsibilities and procedures within and between each of the teams. The analysis will be compared and applied to the management of teams in general, in particular teams within a hierarchical culture, such as law firms and corporations. The session will examine a host of concerns to team leaders, such as accountability, ownership, authority relationships, big teams versus small teams, quality control, communication, dangers associated with repetitive tasks, among others.


nIdentify team leadership roles and responsibilities.nManage hierarchy.nEncourage a sense of ownership and accountability.nImplement proper safeguards.nCommunicate tactics within and between groups.

Lake Windsong and the Hyatt Regency Grand Cypress, the IPMA’s home for the 2013 Annual Conference & Expo. The property recently completed an extensive renovation of its outdoor campus to include a water slide, rock climbing wall and more.

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Eric AzranÉric Azran has been a member of the civil and commercial litigation group in the Montréal office of Stikeman Elliott since November 1999. He was named a partner of the firm in November 2008. His practice extends to all aspects of civil and commercial litigation, ranging from providing clients with legal opinions and strategic advice to representing clients in Quebec courts of first instance and appeal, as well as administrative tribunals.

Mr. Azran is included in the 2013 edition of The Best Lawyers in Canada in the corporate and commercial litigation sector. He has been recognized as a “Litigation Star” in Quebec in the 2013 edition of Benchmark Canada, The Guide to Canada’s Leading Litigation Firms and Attorneys. He is also recognized in The Canadian Legal Lexpert Directory 2012, as a leading practitioner “repeatedly recommended” in the securities litigation sector.

Mr. Azran was recognized in the 2012 Lexpert’s Rising Stars as one of the “40 Leading Lawyers Under 40” in Canada.

In March 2012, Mr. Azran was selected for and successfully completed the “Emerging Leaders in Law Firms Program” provided by Harvard Law School, Executive Education.

Mr. Azran is a past member of the Associates Committee, the Business Development Committee, and the Knowledge Management Committee in the Montréal office. He also chaired the Montréal office Pro Bono Committee from 2010 to 2012.

Renee Bass-Taylor Renee began her journey with State Farm Insurance Company 28 years ago and has worked in several departments and states. Her leadership experience extends to committee and project work focused on diversity and inclusion, employee development and rewards and recognition. Her designations include a Certificate in General Insurance, Chartered Property and Casualty Underwriters (CPCU) designation, Associate in Insurance Services (AIS), Associates in Insurance Management (AIM) and a Masters in General Business (MBA).

Gwen M. Bazella Gwen M. Bazella is the Director of Paralegal Services, Staff Recruiting & Development at Fenwick & West LLP in Mountain View, CA. Gwen worked as a paralegal for 10 years before joining Fenwick to manage the Firm’s Paralegal Department. In 2007 her role expanded to include Staff Recruiting and Training and Development. Gwen earned her Bachelor’s Degree in Communications Studies and Political Science from the University of California Santa Barbara and a Paralegal Certificate from the University of San Diego. Her passion is to create leadership and

management training programs to help other managers reach their true leadership potential.

Brian J. BernhardBrian is the Client Services Manager at the Denver office of Olgetree Deakins. He has worked in the field of immigration since the mid 1990s, where he started his career in the consular section of the U.S. Embassy in Bonn, Germany. Since 2001, Brian has worked in law office management positions focusing on office operations and paralegal and legal support staff supervision. Brian also teaches immigration law courses as an Adjunct Faculty Member of the paralegal program at Westwood College Online. Brian is an active member of the IPMA and serves as the President-Elect of the Board

of Directors and is Chair of Social Media Committee.

Marcia M. BibbMarcia Bibb is responsible for developing and overseeing the Parker Poe Paralegal Program as well as managing the Firm’s Litigation Support Department and Docketing. Ms. Bibb has more than 25 years experience as a paralegal prior to moving into her management role.

Ms. Bibb supervises the recruiting and hiring of new paralegals, coordinating workloads, facilitating communications between Firm management and the paralegals, overseeing continuing education and training for all paralegals.

As Litigation Support Manager, Ms. Bibb consults with the Firm’s attorneys and clients about their technology needs through the use of electronic databases, extranets and presentation software. She assists with strategic issues regarding the use and implementation of technology platforms within the Firm, and she provides training and support on best practices for e-discovery.

Catherine S. BoetteCathy Boette is responsible for overseeing the Nelson Mullins Paralegal and Policy Advisor Programs and the Firm’s Summer Undergraduate Internship Program. Ms. Boette has 20 years of paralegal experience and 10 years of management experience with the Firm.

Ms. Boette manages a staff of over 100 paralegals, nurses, and project assistants in 13 locations. She is responsible for overseeing hiring and recruiting, training and development, and workloads.

Ms. Boette earned a Bachelor of Science degree from Bowling Green State University in Ohio in 1980, and she earned a Paralegal Certificate from the National Center for Paralegal Training in Atlanta, Georgia, in 1983.

Ms. Boette serves on the Firm’s Paralegal, Policy Advisor, and Operations Committees in an ex officio capacity. She is a paralegal program advisory board member with both Midlands Technical College and South University, and she teaches career seminars to students in the University of South Carolina paralegal certificate program.

Speaker Information

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Caitlin GalassiniCaitlin is responsible for consulting with clients and candidates at Beacon Hill Legal in Chicago, specializing in direct-hire placement of the area’s top paralegals, legal secretaries, and other legal support staff. Beacon Hill Legal works alongside law firms and corporations delivering the very best legal staffing solutions. A proven and successful legal recruiter, she has built relationships with Chicago’s most respected law firms -- leading searches, delivering temp/contract services with the team, and has become a go-to recruiter in Chicago’s legal market. Prior to joining Beacon

Hill, Caitlin worked in Human Resources at a large, international law firm. Caitlin is a graduate of Purdue University.

Dr. Kevin GazzaraDr. Gazzara has spent the last 30 years in management, leadership, organizational development, and teaching in industries spanning from high tech to education. Kevin is currently a senior partner with Magna Leadership Solutions located in Phoenix, Arizona. Previously he worked for Intel Corporation and Transamerica Corporation. Dr. Gazzara is currently a senior faculty member at four US Universities and one in Israel. Kevin is a member of the National Speakers Association and Inspiring Speakers Bureau.

Lynn GrassbyLynn Grassby is the Director of Corporate Services for the Montréal office of Stikeman Elliott. She manages the team of paralegals supporting the firm’s M&A, securities and banking practices.

Ms. Grassby is a member and former director and officer of the International Paralegal Management Association (IPMA) and a member and Past President of the Canadian Association of Paralegals (CAP).

She has spoken at a number of conferences and authored or co-authored several articles regarding the paralegal profession.

Ms. Grassby studied at Concordia University, Faculty of Commerce & Administration, Independent studies (1987-1991) and McGill University, Faculty of Arts, Independent studies (1984-1986).

Deborah M. ClarkeDeborah Clarke is the Paralegal Manager in the Washington office of Cleary Gottlieb Steen and Hamilton LLP where she manages specialists and paralegals in all practice areas. She holds a Bachelor of Arts degree from Oberlin College and a Master of Arts degree from The University of Maryland in College Park. Deb has 20 years of experience as a paralegal; including over 10 years of experience as a paralegal manager. She is a Co-Chair of the IPMA Washington DC Chapter and has been a Co-Chair of the IPMA Awards Committee since 2005.

Kimberly U. Cooley-Reyes Kimberly U. Cooley-Reyes is the Patent Practice Support Manager at Morrison & Foerster LLP in Palo Alto, California. She holds a Bachelor’s degree in English from San Francisco State University, a Paralegal Certificate from the ABA approved Paralegal Program at St. Mary’s College, and a J.D. from the University of San Francisco School of Law. Ms. Cooley-Reyes has been in the legal field for 27 years as a paralegal and a manager. She is a past Chair for the San Francisco Bay Area Chapter of IPMA, as well as a former Vice President, Membership. Currently, Ms. Cooley-Reyes is an active

panel member at various Paralegal job fairs in the Bay Area. Her professional philosophy is to work hard and laugh every day; her professional passion is talent development, assisting employees on their journeys from A-Z and beyond.

Tara Kim Eberhart, RPTara Kim Eberhart is the Senior Firmwide Paralegal Manager at McKenna Long & Aldridge where she oversees a program of 110 paralegals supporting thirteen offices. Prior to her tenure at McKenna, Ms. Eberhart was a Senior Paralegal specializing in Intellectual Property (Patent) litigation. Ms. Eberhart earned her undergraduate degree from the University of Mary Washington (1993) and her Masters in Legal Administration (MALA) from Marymount University (2011). She served as Co-Chair of the Washington D.C. Chapter of the International Paralegal Management

Association (2011), was a Past President and Advisory Board Member of the National Capital Area Paralegal Association (NCAPA) and the recipient of the Paralegal Program Excellence Award (2010). Ms. Eberhart is a member of the George Washington University Paralegal Studies Program Advisory Board and a current member of the faculty (Adjunct Professor, Litigation). She is a frequent speaker and author on issues affecting the paralegal profession including effective financial management strategies and leveraging technology within a legal environment. Ms. Eberhart’s career, association involvement and professional achievements are made possible by her husband Robert and their daughter, Madison.

Speaker Information

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Joyce M. McGuiney Joyce McGuiney has been a corporate law clerk for over 30 years and the Manager of Blakes Transaction Services Law Clerks for more than 15 years. Joyce is responsible for the hiring, training, discipline and assessment of and the distribution of client work to the law clerks in her group. She is also involved in her Firm’s pro bono initiatives, associate training and precedent development programs.

Joyce has both chaired and presented at continuing legal education programs for The Law Society of Upper Canada, CBA-O, Insight

and the Canadian Institute on corporate transactions for law clerks. She has also spoken at International Paralegal Management Association (IPMA) conferences on the topics of paralegal training, time management skills for managers, improving client service standards, and best practices for managing multiple generations.

Joyce is a Past President of the IPMA (2007-2008), and the recipient of the association’s 2004 Golden Pen Award for her contributions to the Association’s magazine Paralegal Management. She was also awarded the association’s 2006 Pro Bono Award in recognition of her commitment to pro bono services and the President’s Award in 2012 for her ongoing contributions to the Association.

William Moore Bill Moore and his team currently consult with CT Lien Solutions’ legal and corporate clients nationwide. Bill has been involved in all aspects of lien and court services, and specializes in assisting clients with complex multi-jurisdictional UCC search and filing projects, including statutory and consensual lien searches, litigation and bankruptcy research. Bill has been with CT Corporation for over 15 years. He received his Juris Doctor degree from San Francisco Law School.

Patricia A. Noske As an Emeritus member, Patricia continues to remain active in the IPMA through her ongoing work on various committees. She has more than twenty-five years of paralegal management experience, in both a law firm and corporate environment, and was responsible for the firm’s discovery program and served as the firm’s Custodian of Records. Receiving her Paralegal Certification with honors from the University of Texas, she has a master’s degree in Management and is currently pursuing her PhD in Education with a concentration in Organizational Leadership. A contributing author to management

publications, she also continues to serve on Texas State University’s Legal Studies Advisory Board.

James HanniganJim Hannigan is Project Manager at Fenwick & West in Mountain View, CA, where he leads the coordination and implementation of law firm business model reengineering projects supporting improvements in legal process and pricing models, automation technologies, and knowledge management. Mr. Hannigan was previously a Product Manager for Bloomberg Law’s dockets and court data product, responsible for business strategy and technical development. His prior experience also includes roles as a corporate and financial information specialist with several AmLaw 100 firms

in New York City. Mr. Hannigan received his MBA from Stern Business School at New York University, MILS from the University of Michigan, and BA from Indiana University. Mr. Hannigan is a certified Project Management Professional.

Arlene K. Kline Arlene Kline focuses her practice on litigation and counseling in labor and employment matters, and compliance with the public accommodation provisions of the Americans with Disabilities Act for Akerman Seterfitt LLP. She provides a wide range of services to her clients, including policy development, compliance, audits, litigation, and appeals. Arlene has experience handling appeals in both state and federal courts. Her broad litigation experience includes defense at all levels under Title VII, Section 1981, the ADEA, the FLSA, the ADA, the FMLA, the PDA, and the Florida Civil

Rights Act. In addition, Arlene has experience litigating under Florida’s restrictions on unfair competition and trade secrets.

Gary L. Melhuish Gary Melhuish is the Manager of Litigation Support Services in the Philadelphia office of Ballard Spahr, LLP. Gary has 30 years experience as a paralegal, including over 20 years as a paralegal manager, and is a Past President of the IPMA. He currently serves as the IPMA’s Vice President - Professional Development. Gary is a former member of the ABA’s Standing Committee on Paralegals Approval Commission and serves on the NFPA’s PACE Advisory Committee. He is a frequent speaker at paralegal educational seminars and IPMA meetings.

Speaker Information

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Sylvia B. SkuchaSylvia B. Skucha is the Paralegal Manager at Fenwick & West LLP in Mountain View, CA. Sylvia’s responsibility includes managing 80 paralegals in Corporate, Litigation and IP groups for the Mountain View, San Francisco and Seattle offices. Sylvia’s day to day tasks focus on evaluating paralegal staffing needs, developing core competencies, recruiting staff, conducting performance and compensation assessments and directing workflow assignments. Sylvia holds a Bachelor’s degree in Philosophy from University of San Francisco, a Paralegal Certificate from the ABA approved

Paralegal Program at San Francisco State University, and a J.D. from the Golden Gate University School of Law. Sylvia has been in the legal field for 13 years as a paralegal and a manager. Sylvia’s mission is to be a motivational coach and leader to her paralegals because as a motivational coach and leader one is able to help people identify their intrinsic motivators and use them to optimize their performance, to the benefit of both the organization and themselves.

If you want to build a ship, don’t drum up the men to gather wood, divide the work and give orders. Instead, teach them to yearn for the vast and endless sea. --Antoine De St. Exupery.

Janet M. Sullivan Janet is a member of the IPMA and Co-Chair of its Philadelphia Chapter. She received her B.A. in Political Science from Millersville University and her Paralegal General Practice Certificate from The Main Line Paralegal Institute. Janet has been a paralegal and/or manager at Reed Smith, LLP since 1978. In 2006, she became the Senior Paraprofessional Manager responsible for paraprofessionals in their 14 US offices.

Julia C. Sweeney Julia Sweeney serves as Regional Vice President with Special Counsel. She has been with Special Counsel since 2003, originally as Executive Director of the Washington, DC branch. Julia extensively grew the business and the team of Special Counsel in the DC market for five years; she opened the Richmond branch in 2008 and more recently launched the opening of the Norfolk branch in 2011. Julia also manages the Concise Deposition Summary Service founded in 2007. Prior to joining Special Counsel, Julia served as the Director of Legal Assistants at several large DC firms, including Arent Fox and Kirkpatrick & Lockhart.

She served as Co-Chair of the IPMA’s Washington DC Chapter from 2000 - 2002. Julia has enjoyed several speaking engagements with the IPMA; ALA; American University Washington College of Law and NCAPA. Julia is a graduate of the University of Maryland, College Park, and studied towards earning her Masters in Human Resources at American University.

Gary R. Platton Gary Platton is the Mass Tort Manager at Ulmer & Berne, LLP located in Cincinnati, Ohio and has been with the firm for 14 years. Mr. Platton works on the Product Liability team where he is responsible for working on some of the mass tort matters, as well as assisting the attorneys at trial. In addition to his case work, Mr. Platton also manages a staff of fourteen, consisting of litigation and nurse paralegals, and case assistants. Mr. Platton holds a Bachelor of Arts degree from the College of Mount St. Joseph in Paralegal Studies. In addition to his core job at Ulmer & Berne, he sits on the

Board of Directors for the International Paralegal Management Association (IPMA) as Vice President - Central, as well as, the Chapter Chair for the Southern Ohio Chapter of the IPMA. He also sits on the Paralegal Advisory Board for the College of Mount St. Joseph. He is also involved with the Southeast Cincinnati Soccer Association where he volunteers his time as a coach.

Lisa M. Ricchezza Lisa has been a member of IPMA since 1990 and an active member of the Philadelphia Chapter. She was a member of the IPMA committee (then LAMA) who planned the 1999 conference held in Philadelphia. She received her B.A. in Criminal Justice from LaSalle University and a General Practice certificate from the Philadelphia Institute for Paralegal Training. Lisa has practiced as a litigation paralegal since 1980 and a paralegal, paralegal coordinator and administrator at Dechert LLP since 1986. In 2009, Lisa took on a Firm Wide role and now is the Firm Wide

Paralegal Manager responsible for paralegals in 22 offices throughout the world.

Fern E. Sager, LLMFern is an innovative leader and practical problem solver with extensive experience in employee relations and change management, and a background in law and conflict resolution.

Currently the Senior Manager, Paraprofessional Program at Osler, Hoskin & Harcourt LLP where she has firm wide responsibility across the five offices for the approximately 80 billing non-lawyer professionals.

Fern is an experienced Litigator and Mediator and holds both a LL.B and an LL.M.

Speaker Information

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Alexander S. Williams Alex Williams joined Schwabe, Williamson & Wyatt in 2004 with more than seven years experience in complex litigation and public policy. He possesses significant capabilities in intellectual property, international trade, condemnation, employment and personal injury matters. Mr. Williams’ professional history includes work in forums ranging from the state and federal courts of Washington and Oregon to U.S. government bodies, including the Congress, the Department of Commerce and the International Trade Commission, to international bodies such as the World Trade Organization.

In addition to his role as a paralegal, Mr. Williams is also the Assistant Paralegal Manager for the firm. In this role, he mentors new paralegals, supervises project assistants and assists the Director of Paralegal Services in managing paralegal matters, as well as coordinates the implementation of case management. Mr. Williams is also a Certified Audio/Video Technologist by the Center for Legal and Court Technology at William & Mary Law School.

Prior to joining Schwabe, Mr. Williams worked with The Gaitan Group of Seattle, Washington as a litigation paralegal and Powell, Goldstein, Frazer and Murphy of Washington, DC as an international trade and transactions paralegal. He also worked with Sidley, Austin, Brown and Wood and the Organization for International Investment, both of Washington, DC, as a public policy analyst and advocate.

Mr. Williams is a member of of Schwabe’s Senior Paralegal Committee and Paralegal Development Committee, and chairs the firm’s Paralegal Utilization Task Force. He is also a member of the International Paralegal Management Association where he currently serves on the Board of Directors as Secrtary/Treasure and on both its Membership and Curriculum Committees. He also serves on Portland Community College’s Paralegal Advisory Committee. Mr. Williams is often a presenter at seminars for paralegals on topics ranging from trial preparation to legal writing.

Carol J. Van BurenCarol is the Director of Paralegal Services for Perkins Coie, LLP and supervises a staff of over 185 paralegals and paralegal assistants in 16 offices in the United States. She has been working in the legal industry for 25 years and has been in paralegal management for the last 14 years. Carol serves on the University of Washington Paralegal Advisory Board and Electronic Discovery Management Advisory Board.

Neil WallaceNeil began his career with State Farm Insurance Company 24 years ago and has worked in several departments and states. He has experience in diversity training and has spent the last two and half years as a diversity trainer at State Farm. He retired after 21 years of service from the United States Air Force Reserves. He is an Arbitration Forums Panelist and has a Master in Organization Management (MA).

Betsy Walton, Esq. Ms. Walton is responsible for directing Beacon Hill Legal in the Philadelphia area. A legal staffing expert, and leader in the marketplace for over a decade, she provides talent for law firms and corporations of all sizes recruiting paralegals and attorneys at all levels and in all practice areas. Ms. Walton is active in numerous legal associations including IPMA, DelvACCA and Women in eDiscovery and received her undergraduate degree from St. Joseph’s University in Philadelphia and her J.D. from The Catholic University of America in Washington, DC.

Stephanie Weschler Stephanie Weschler is an associate and a member of the Employment and Labour Group and the Premises Committee in the Montréal office of Stikeman Elliott. Her practice is focused on all aspects of employment and labour, with a particular emphasis on drafting executive employment agreements, consulting agreements as well as restrictive covenants such as non-competition and non-solicitation clauses.

In addition, she specializes in advising employers on the implementation of various human resources documents including

employee manuals and policies and provides advice on matters relating to individual labour standards, human rights, and health and safety issues in the workplace. She is also regularly involved in employment related issues in the context of commercial transactions.

Speaker Information

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Kevin D. Zwetsch Mr. Zwetsch is a litigator, counselor, and business advisor. He combines a diverse background in employment law and human resource management to defend and counsel employers facing employment litigation, complex and changing employment laws, and countless workplace issues. He has tried and won jury trials, administrative hearings, and arbitrations; prosecuted and defended trade secret and no-compete cases; responded to local and national investigations by government agencies; and counseled employers on issues ranging from sexual harassment, workplace violence, staff

reductions, discipline and discharge, policy changes, union election campaigns, employee theft and fraud, wage and hour laws, FMLA/ADA/USERRA issues, buying and selling businesses, and compliance with all major employment laws. He also defends property owners facing legal claims under Title III of the ADA and fair housing laws.

After studying industrial and labor relations in college Mr. Zwetsch held leadership roles in human resources in the oil exploration, chemical, food manufacturing, and banking industries. He left the corporate world to attend law school, a lifelong goal, and graduated at the top of his law school class. He was among the first group of lawyers certified by The Florida Bar as a specialist in labor and employment law in 2001. Before joining Ogletree Deakins he was a shareholder at a prestigious Florida law firm, where he practiced law for 17 years. He has been rated at the highest level by peers and lawyer rating organizations including Best Lawyers in America, Chambers USA, and Martindale-Hubbell (AV rated).

Speaker Information

Supporting Partners (as of October 4)

Diamond LevelCT Corporation/CT Lien Solutions

Silver LevelArt Bookbinders of America

Beacon Hill LegalLaw Resources, Inc.

Special Counsel

Bronze LevelBlack Letter Discovery

Linguanational Translations, Inc.Merrill CorporationOnCorp Direct, Inc.

Exhibitors (as of October 4)

Alderson Court ReportingCapitol Services, Inc.

Corporation Service CompanyCT Corporation/CT Lien Solutions

Epiq SystemsFink & Carney Reporting and Video Service

First Corporate Solutions, Inc.Geotext Translations, Inc.Henderson Legal Services

Incorporating Services, Ltd.Legal E Employment Partners

Meridian Legal SearchMerrill Corporation

Morningside TranslationsNational Corporate Research, Ltd.

National Network of Reporting CompaniesRobert Half Legal

Solon Legal Group LLCSpecial Counsel

Thomson ReutersTower Legal Solutions

TransPerfect Legal SolutionsVeritext Legal Solutionsns

Emergency Contact Name Emergency Contact AM Phone Emergency Contact PM Phone

Work Telephone Home Telephone FAX Number

City State/Province Country ZIP/Postal

Address E-Mail Address

Firm / Company

First Name for Badge Title

Last Name First Name Middle Initial

o Please check if this is new information. o Regional Office o Main Office o In-House/Corporate Legal Dept. o Government Dept. o Other

SESSIONS (Please select one workshop in each time slot)

Workshop #1: Thursday, October 17, 10:30 AM - 11:45 AMo (1) Living the Balanced Life

o (2) Managing Across Borders: A Paralegal Managers Perspective

o (3) The Manager’s Role in Diversity & Inclusion

o (4) The “Meaning Maker” – Creating a Meaningful Environment to Enhance Productivity

Workshop #2: Thursday, October 17, 1:45 PM - 3:00 PMo (5) Recruitment Basics: Tools & Tricks to Help You Hire the Best & Brightest

o (6) Introducing Project Management Methodologies into Legal Services

o (7) Outside the Brick & Mortar: How to Manage Work-Related Expectations

o (8) Leveraging Technology as a Paralegal Manager

Workshop #3: Thursday, October 17, 3:45 PM - 5:00 PMo (9) Ask the Experts

o (10) Succession Planning for Managers & Staff

o (11) Understanding Between-the-Ears Knowledge That Makes Your Staff Valuable

o (12) Where’s My Cheese – Managing Your Own Career

Workshop #4: Friday, October 18, 8:30 AM - 9:45 AMo (13) If It Doesn’t Make Dollars, Then It Doesn’t Make Sense – Understanding Your Team’s Contribution to the Bottom Line

o (14) Managing in a Changing World

o (15) The “M” Word: How to Move Beyond Improving Morale

o (16) Managing Through Crisis

Workshop #5: Friday, October 18, 2:15 PM - 3:30 PMo (17) Performance Management – Setting Goals & Evaluating Outcomes

o (18) Hiring Independent Contractors

o (19) Human Resources & the Paralegal Manager

o (20) Social Media – A Canadian Employer’s Friend or Foe?

Badge Info:

(Please Type or Print Legibly):

EVENTSwill will not attend attend Wednesday, October 16o o Leadership Development Workshop

o o First Time Attendee Orientation

o o Welcome Reception & Expo Opening

Friday, October 18o o Annual Business Meeting Luncheon

o o Evening Event

FIRST TIME ATTENDEE GROUP LEADERo I would like to be a First Time Attendee Group Leader.

DIETARY PREFERENCES & ADA NEEDSo Vegetarian o Kosher o Gluten Free

Food Allergies ___________________________________

Other ___________________________________________

Please notify IPMA Headquarters of any needs under the Americans with Disabilities Act.

ROOMMATE MATCH

o I would be interested in being matched with a roommate.

WEBSITE LIST OF ATTENDEES

o I agree to have my name, title, firm/company name and location listed in the Member’s Only section of the website as an Annual Conference & Expo attendee.

CONTINUED ON BACK

29th Annual Conference & Expo Orlano, Florida, USA - October 16 - 18The New Normal: Fusing Leadership & Management

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Conference Registration Policiesn Registrations received without full payment will not be processed until payment is received. If payment is received after a registration date deadline, the appropriate

registration fee will apply.n All registration fees must be paid by check or money order in U.S. funds drawn on a U.S. bank or by major credit card.n Cancellations received in writing by Friday, September 6 are eligible for a full refund. Cancellations received in writing between Saturday, September 7 and Friday,

September 20 are eligible for a 50% refund. Cancellations received after Friday, September 20 are non-refundable.n Substitution from the registrant’s firm is permitted for a $25.00 USD administrative fee. The substitute’s registration fee will be adjusted to the appropriate registration fee category.n Registrations must be received no later than Friday, September 27 to be listed in the official pre-registrant roster that will be available on-site.n Conference Registration is a separate process from Hotel Reservation. 2013 Savings Opportunities!

n Does your organization have four or more managers who could benefit from the training at the Annual Conference & Expo? Send four for the price of three! To assist in processing, list the names of the managers who will be attending.

n Are you a member of a legal industry association and not a member of the IPMA? Attend the Annual Conference & Expo for the member rate! To assist in processing, provide the name of the association for which you are a member.

n If you work in legal management in Florida, the IPMA invites you to check out our organization and attend our Annual Conference & Expo for the member rate!

Photograph/Audio/Video Releasen There may be photography, audio or video recording at the Conference.n By entering the event premises you give consent to the use of your photograph, likeness or video or audio recording in whole or in part without restriction or limitation by

the International Paralegal Management Association (IPMA) in their online and printed publications and promotional pieces.n If you do not want to be photographed or videotaped, please notify the individuals capturing the information.

REGISTRATION TYPES & FEES (All prices in USD)

Type Rate

Member Registrant(Includes all scheduled Breakfasts, Breaks, Sessions, Welcome Reception & Expo Opening, Annual Business Meeting Luncheon, Raffle and Evening Event)

$700.00

Non-Member Registrant(Includes all scheduled Breakfasts, Breaks, Sessions, Welcome Reception & Expo Opening, Annual Business Meeting Luncheon, Raffle and Evening Event AND when application received and approved, $200.00 of the Registration Fee will be applied to membership dues for the balance of the year)

$950.00

Day Rate Registrant (One Day Only)Thursday, October 17(Includes Breakfast, Breaks and Sessions)

Friday, October 18(Includes Breakfast, Breaks, Sessions, Annual Business Meeting Luncheon, Raffle and Evening Event)

$350.00

4th Registrant Free(Includes all scheduled Breakfasts, Breaks, Sessions, Welcome Reception & Expo Opening, Annual Business Meeting Luncheon, Raffle and Evening Event)

Name of Registrant #1: ____________________________________________________



No Charge

Legal Industry Association Registrant(Includes all scheduled Breakfasts, Breaks, Sessions, Welcome Reception & Expo Opening, Annual Business Meeting Luncheon, Raffle and Evening Event)

Name of the Association: ____________________________________________________

$700.00

Florida Registrant(Includes all scheduled Breakfasts, Breaks, Sessions, Welcome Reception & Expo Opening, Annual Business Meeting Luncheon, Raffle and Evening Event)

$700.00

Return with payment to:

IPMAPO Box 659Avondale Estates, GA30002-0659United States of America(404) 292-IPMA (4762)(404) 521-4233 [email protected]

Total Fees Enclosed: $______________________________________________________Payment (Payable to the IPMA. Must be draw from a U.S. Bank in U.S. funds.):

Visa MasterCard AMEX Check

Card # __________________________________________________________ Expiration Date ___________________

Signature ________________________________________________________ Date ____________________________

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