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Posts Tagged ‘Paralegal Division’

Paralegal Division QuickNotes – Summer 2016

Posted by Texas Paralegal Division Blogger at blog@txpd.org on July 22, 2016

PD 35 YR SYMBOL

Please be sure to check out the Paralegal Division QuickNotes – PDQ.  Click and learn about is going on with the Paralegal Division of the State Bar of Texas!

 

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Texas Alliance of Paralegal Associations – Above and Beyond – APRIL 4 & 5, 2014

Posted by Texas Paralegal Division Blogger at blog@txpd.org on March 18, 2014

Texas Alliance of Paralegal Associations (TAPA) 2014
Above and Beyond:  Unlocking Your Leadership Potential

Westin Element DFW Airport North
3550 Highway 635, Irving, TX
IT’s NOT TOO LATE TO REGISTER!!

The Paralegal Division of the State Bar of Texas is hosting the TAPA 2014 Conference on April 4 & 5, 2014.  The purpose of the conference is to bring leaders of paralegal associations from across the State of Texas together to report on activities of their association as well as learn from each other.  Topics span from “what is happening in the associations” to “how to better serve their membership.”  In 2014, the Paralegal Division will provide a Leadership Program to paralegal association leaders during this conference.  To register for the entire conference (leaders of Texas paralegals associations), access registration form at www.txpd.org on Home Page under TAPA 2014.

During this weekend, the Paralegal Division is sponsoring a three-hour leadership event on Friday, April 4 that is open to all paralegals. To register for the Friday leadership summit, access registration form at www.txpd.org on Home Page under TAPA 2014.

For details in regard to this conference, please contact:

Debbie Oaks, TAPA 2014 Chair
doaks@ngptrs.com
972.432.1467

Note:  Payment can be made by check or credit card (via PayPal); all credit card payments include a $5 convenience charge.  To receive specific details to pay by credit card, please send an email to TAPA Chair.
 

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PD DISTRICT DIRECTORS – ELECTIONS FOR EVEN DISTRICTS

Posted by Texas Paralegal Division Blogger at blog@txpd.org on January 8, 2014

The Paralegal Division will hold director elections for even number districts from March 28 through April 14, 2014.  The Director who is elected by the District Active members will serve as a director from June 27, 2014 – May 31, 2016.  This is a two-year term for District Director.  Attached is a document that describes the duties of a district director of the Paralegal Division.  If you are interested in running for a director of the Paralegal Division, please see information below.

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Beginning on February 7, 2014 each Elections Subcommittee Chair shall prepare and forward, upon request, the following materials to potential candidates for director in their respective district at any time during the nominating period:

a.                   A copy of the List of Registered Voters for their district;

b.                  A sample nominating petition; and

c.                   A copy of Rule VI of the Standing Rules entitled “Guidelines for Campaigns for  Candidates as Director.”

Each potential candidate must satisfy the following requirements:

a.  Eligibility Requirements. The candidate must satisfy the eligibility requirements of Article III, Section 3 and Article IX, Section 1 A and Section 4 of the Bylaws and Rule V B, Section 5c of the Standing Rules.

b. Declaration of Intent. The candidate must make a declaration of intent to run as a candidate for the office of director through an original nominating petition declaring such intent that is filed with the Elections Subcommittee Chair in the candidate’s district pursuant to Rule V B, Section 5 of the Standing Rules.

c.  Nominating Petition. The original nominating petition must be signed by the appropriate number of registered voters and must be submitted to the Elections Subcommittee Chair in such district, on or before February 27, 2014.

If you are interested in running for District Director, or need further information regarding the election process, contact the Elections Committee Sub-Chair in your District, or the Elections Chair, Shandi Farkas, at Elections@txpd.org.

Serving as a District Director is a rewarding way to give back to your profession and the Division, as well as a wonderful way to develop a network of paralegals from all over Texas.  However, it is also an important responsibility and should be undertaken with a full understanding of the duties required set out below.

2013-2014 District Election Committee Sub-Chairs in Even-Numbered Districts:

District 2:  Meyon Lawson, CP – meyon.lawson@hanson.biz

District 4: Jennifer Fielder Meiners – jmeiners@riewelaw.com

District 6: Michael Akins – makins@pbfcm.com

District 8: Norma Hackler – pd@txpd.org

District 10: Angie Laird, ACP – alaird@obt.com

District 12: Sunnie Palmer – sunnie@zellmerlaw.com

District 14: Javan Johnson, ACP, TBLS-BCP – jj@texasparalegal.us

District 16: Mary LaRue, CP – alarue@elp.com

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DUTIES OF PARALEGAL DIVISION DISTRICT DIRECTORS

Overview

Ideally, anyone considering running for District Director should discuss the commitment and involvement necessary for the position with his/her supervising attorney and/or HR director.  Your attorney needs to understand your commitment and support your involvement.  Although absences for work-related matters such as trials are considered excused absences when the PD President is notified in advance, you should make every effort to attend board meetings.  You should give your attorney the board meeting schedule when you receive it and plan with your attorney how your workload will be handled during the four workdays per year you will need to attend PD board meetings.

Directors should at all times maintain the highest standards of ethics, integrity, and self-discipline.

Specific Responsibilities

  • Attend three board meetings per year:

June (in conjunction with State Bar of Texas Annual Meeting)

Fall

Winter

There are expense reimbursement guidelines set up for reimbursement of expenses incurred in attending the board meetings.  If those guidelines are correctly followed, then all of your expenses incurred for travel, meals, etc. will be reimbursed, if they are timely turned in to the Treasurer.  There are also expense reimbursement guidelines for other expenses such as copies, postage, etc.

Directors who are unable to attend a particular board meeting and who cancel after the deadline by which the PD Coordinator must guarantee hotel rooms and meals will be responsible for reimbursing the Division for those costs if charged by the meeting facility.  Directors who do not attend a board meeting are also not eligible for reimbursement of previously purchased airline tickets.

All directors will receive a board packet approximately a week prior to the meeting.  It is the responsibility of each director to READ the packet PRIOR to the board meeting and to be prepared to discuss and make decisions.  You should organize your packet into a notebook or on a laptop computer before the meeting.  As a director you have a fiduciary responsibility to the membership and are responsible to the membership for fiduciary decisions made by the Board.

  • Prepare written reports prior to board meeting by the deadline set by the PD Coordinator.  Directors are responsible for submitting all applicable reports, including a director report, ad hoc committee report, liaison report, if you are a board advisor, ensuring your committee chair submits a report, and any other reports requested by the president regarding district activities.
  • Serve as Board Advisor to a committee, if requested by the president.  Board advisors are responsible for communicating that committee’s charges and board actions related to that committee to the committee chair, working with the committee chair, presenting the committee chair’s report at board meetings when the chair is not present, and preparing motions related to that committee in advance of the board meeting.
  • Serve on ad hoc committees as appointed by the President.  Such appointments require the director to work with other committee members and to prepare a report to the Board.
  • Serve as a liaison to another organization as appointed by the President.  Liaisons facilitate communication between Division and the organization to which they are assigned, encourage joint projects of mutual benefit as appropriate, and submit reports to the Board.
  • Be familiar with the Bylaws, Standing Rules, and Procedures Manual and should bring the current Procedures Manual with them to each board meeting.
  • Responsible for appointing committee subchairs in your district, i.e., membership, public relations, continuing education, etc., and communicating regularly with their subcommittee chairs.  Directors should work with their subcommittee chairs to ensure they are working on the charges for their respective committees and brainstorm on better ways to serve our members.    Directors are responsible for the duties of any vacant subcommittee chairs in their Districts.
  • Provide a minimum of three hours of CLE per year in your district.  Directors work with their district CEC subcommittee chairs to provide this valuable member benefit.  The CLE may be one event or several events and it is preferable that this CLE not be in conjunction with a local association.
  • Maintaining the director’s file which should contain all correspondence, reports, etc. for the two previous fiscal years; current Procedures Manual; anything else required by the President.
  • Respond timely to requests for responses and votes.  Because there are only three Board meetings per year, occasionally votes and other business must be conducted via email.
  • Follow expense reimbursement guidelines as outlined on the back of the Expense Reimbursement Form.
  • Copy the president, president-elect, and PD Coordinator on all Division correspondence, including emails.
  • Be responsive to their members and be able to answer questions.  If a Director is unable to answer a particular question, the Director should email the President, President-Elect, PD Coordinator, or other appropriate person requesting an answer, then the Director should respond to the person making the inquiry with the answer.

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WHAT WILL PD DO IN VIENNA & PRAGUE NEXT YEAR?

Posted by Texas Paralegal Division Blogger at blog@txpd.org on September 14, 2013

PARALEGALS FLY TO VIENNA & PRAGUE

Sponsored by the Paralegal Division of the State Bar of Texas

April 18 – April 26, 2014

(Eight Days and Seven Nights visiting Vienna, Austria & Prague, Czech Republic

 Vienna

The Paralegal Division has finalized its plans for the 2014 Trip to Europe to Vienna & Prague from April 18 – 26, 2014.   The deadline to register is October 31, 2013 (travelers must be 18 years of age or over).  

Trip details are below:

Friday, Apr 18, 2014Overnight Flight Depart for Europe.

Saturday, Apr 19, 2014Vienna.  Arrive in Vienna, transfer to your hotel for check-in; spend the afternoon exploring this beautiful Austrian capital. This evening enjoy a welcome reception followed by a special welcome dinner. (D)

Sunday, Apr 20, 2014Vienna.  Today there is guided city sightseeing tour of Vienna showing you the splendors of the city, beginning with Schonbrunn Palace.  Take a break for lunch.  Subject to availability, the group will enjoy a performance by the Spanish Riding School – Spanish horses that formed the Lipizzaner breed. (B, L)

 

Monday, Apr 21, 2014Vienna.  Journey outside the city to the countryside enjoying rolling hills, forests, vineyards, and stopping for lunch at one of the wine taverns (sample tasting included).  Return to city for free afternoon. (B, L)

Tuesday, Apr 22, 2014:   Prague.   Depart Vienna and drive to Prague.  Stop in Brno and stroll around the quaint Old Town.  Continue on and arrive in Prague by afternoon to begin your exploration of this vibrant city.  (B)

Wednesday, Apr 23, 2014:   Prague.  This morning enjoy a sightseeing tour with a local guide to include the Hradcany Castle, the cathedral, the 14th century Charles Bridge, and the architectural artistry of Mala Strana.  Stop to have lunch before visiting a glass gallery and workshop decorating your own beautiful masterpieces (refreshments included).  Remainder of day is on your own to explore sights such as the Golden Lane, the Prague Ghetto, etc. (B, L).

Thursday, Apr 24, 2014: Prague.   This morning journey to the lovely town of Pilsen for a guided visit to its famed brewery; enjoy lunch (on your own).  We then head to the Strahov Monastery (beautiful view over Prague) for a private tour of its ornate library that holds over 125,000 volumes. (B)

Friday, Apr 25, 2014: Prague.   Today is free for you to explore on your own.   This evening, enjoy your final evening with views of the city during a rooftop farewell dinner. (B, D)

Saturday, Apr 26, 2014Departure Depart for the USA. (B)

REGISTER at http://www.travelandcompany.com/register/, by selecting the REGISTER tab above the logo on the top left on the home page, choose Participants, and sign in using:    Group Leader ID:  91260     

Group Leader Last Name:  Hackler – Click on the appropriate circle for your departure city for the “Heart of Old Europe” trip and fill in your information.

 

FEE WITH AIR INCLUDED:  Fee is based on registration by October 30, 2013.Image

Fees:  Departing DFW or Houston – $5,046; Austin/San Antonio – $5,106, Amarillo/Midland – $5,286; Abilene – $5,386 (includes program fee).  Note:  Registrations after June 30 may include additional fuel surcharges that are finalized 45 days prior to departure; an invoice will be sent at that time if there are any increases.  Other departure cities available upon request.  Fees based on 20 persons and includes airfare, hotel, transportation, tours, and meals as indicated above.

Additional/Optional fees:  Single room supplement:  $420; Ultimate Protection Plan:  $270; Comprehensive Protection Plan:  $225

LAND ONLY FEE: (if you wish to make your own air travel arrangements):  $3,779.00 

PAYMENT SCHEDULEDeadline for registration is October 30, 2013; Initial non-refundable deposit is $300; second payment of $500 is due November 15, 2013; third payment of $500 is dues on December 16, 2013, with balance due on Friday, January 31, 2014.  Please note:  there is a one-time $40 convenience fee for any credit card payments after the initial deposit. Non-payment of required on-time monthly payments will result in trip cancellation.

MAKE IT EASY ON YOURSELF; SIGN UP FOR AUTO PAYMENTS:  Automatic Payments plan available. Automatic Payments makes planning your trip budget easy because your payments are spread out evenly, giving you more time to pay. You choose a payment frequency (every 2 weeks, every 4 weeks, monthly, or quarterly) and your payments are automatically deducted from your checking or savings account.  Automatic Payments are available for all registered participants in “My Account:” at www.acis.com/accounts.   

EXTENSION:  To extend stay at the end of the trip, an Alternate Request Form must be completed (found at http://www.acis.com/cmsfiles/file/2013-Alternate-Return-Request-Form8.pdf) and returned to ACIS at least 90 days prior to your trip’s departure.  There will be an additional fee of $175 for this extension, plus any additional airline ticket costs. 

REGISTER at http://www.travelandcompany.com/register/, by selecting the REGISTER tab above the logo on the top left on the home page, choose Participants, and sign in using:    Group Leader ID:  91260     Group Leader Last Name:  Hackler – Click on the appropriate circle for your departure city for the “Heart of Old Europe” trip and fill in your information.

 vienna3

 

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Texas Advanced Paralegal Seminar October 2013

Posted by Texas Paralegal Division Blogger at blog@txpd.org on August 24, 2013

MARK YOUR CALENDAR
October 2 – 4, 2013

Texas Advanced Paralegal Seminar (TAPS)

TAPS 2013 – Spectacular CLE!
Featuring Ethics Follies @ Thursday Evening Social

 EARLY REGISTRATION DEADLINE:  August 30, 2013

The Texas Advanced Paralegal Seminar (TAPS) will be held in San Antonio, Texas on October 2 – 4, 2013.

Look who is speaking at TAPS 2013.

Featured Speakers:

Tips for the Ethical Practice of Law
James Ehler, Deputy Counsel for Litigation and Regional Counsel (San Antonio) for the Chief Disciplinary Counsel, State Bar of Texas
Mr. Ehler completed his undergraduate studies at Texas Lutheran University. He holds a Juris Doctorate from South Texas College of Law.  Mr. Ehler is licensed to practice law in Texas as well as the U.S. District Court for the Southern District of Texas, the U.S. District Court for the Western District of Texas and the Fifth Circuit Court of Appeals.  He currently serves as Deputy Counsel for Litigation and Regional Counsel, San Antonio in the Chief Disciplinary Counsel’s Office for the State Bar of Texas. Prior to working for the State Bar of Texas, Mr. Ehler worked in the areas of Product Liability Litigation and Civil Trial Litigation for law firms in Houston and Brenham. Mr. Ehler is a frequent speaker on legal ethics.

The Silent Witness (Document & Handwriting Examination)
Linda James, Owner, Advanced Document and Handwriting Examination Services, Dallas
Ms. James is a Board Certified Forensic Document Examiner, certified by the National Association of Document Examiners (NADE) and was recertified in 2011. Additionally, Linda holds certificates from the National Questioned Document Association and American Institute of Applied Science (I.A.S. Forensic Science Program). Linda is court-qualified and has testified in court and by deposition in numerous cases involving questioned signatures, anonymous notes, forged signatures and contracts, disputed wills, altered typewritten documents, and many other questioned document cases. In her capacity as a forensic document examiner, Linda has testified in Probate, Bankruptcy, State, Federal, Singapore, and Alaska courts and before the State Bar of Texas. She has also been qualified and met the guidelines under the Daubert/duPont hearings.  Her opinions have been judicially admitted. She holds a license from the Texas Commission on Law Enforcement Officers Standards and Education, and is an instructor for continuing education credits for Texas law enforcement agencies and Texas Board of Private Investigators and Private Security Agencies in question document examination. From 2009 to 2013 Linda served as president of the National Association of Document Examiners, a certifying board for document examiners.

TAPS is CLE you will not get anywhere else.  Be sure to explore all of the information available on the Paralegal Division website regarding TAPS.  Don’t forget, the early bird deadline is FRIDAY, AUGUST 30, 2013.

TAPS2013_logo_black.jpg

The TAPS speaker list is available at www.txpd.org/taps and the event pull-out was included in the Summer 2013 issue of the Texas Paralegal Journal. All TAPS registration is required via online available on the Division’s website using a credit card, check, or money order (mo). If paying by check or money order, please note that a check/mo number is required before registration is accepted. In addition, if paying by check or money order, payment must be mailed and received within 10 days of registration (include a copy of the confirmation registration page with the check being submitted).
Note:  All checks and money orders mailed to:  Paralegal Division, P. O. Box 1375, Manchaca, TX  78652.

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2013 Paralegal Division Annual Meeting

Posted by Texas Paralegal Division Blogger at blog@txpd.org on May 1, 2013

2013 ANNUAL MEETING

go signJune 21, 2013

Join the Paralegal Division at its 2013 Annual Meeting in Dallas, TX on June 21, 2013 at The Belo Mansion for the

Paralegal Division Luncheon and Annual Meeting (in conjunction with the State Bar of Texas Annual Meeting)

Paralegals Evolve Into Success

FRIDAY, JUNE 21, 2013
THE BELO MANSION – DALLAS

11:30 am – 1:30 pm

Keynote Speaker
Justice Mary Murphy of the Fifth District Court of Appeals

State of the Division and swearing in of new Officers and Directors

More details coming soon!

SPONSORS:  For complete detailed information regarding sponsorship opportunities, please review the sponsorship form.

PARALEGAL DIVISION LUNCHEON SPONSORS

Gold
File & ServeXpress
Kim Tindall & Associates
Bronze
Registered Agents Solutions, Inc.

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2013 Paralegal Division Annual Meeting

Posted by Texas Paralegal Division Blogger at blog@txpd.org on March 24, 2013

2013 ANNUAL MEETING

go signJune 21, 2013

Join the Paralegal Division at its 2013 Annual Meeting in Dallas, TX on June 21, 2013 at The Belo Mansion for the

Paralegal Division Luncheon and Annual Meeting (in conjunction with the State Bar of Texas Annual Meeting)

Paralegals Evolve Into Success

FRIDAY, JUNE 21, 2013
THE BELO MANSION – DALLAS

11:30 am – 1:30 pm

Keynote Speaker
Justice Mary Murphy of the Fifth District Court of Appeals

State of the Division and swearing in of new Officers and Directors

More details coming soon!

SPONSORS:  For complete detailed information regarding sponsorship opportunities, please review the sponsorship form.

PARALEGAL DIVISION LUNCHEON SPONSORS

Gold
File & ServeXpress
Kim Tindall & Associates
Bronze
Registered Agents Solutions, Inc.

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PD AMBASSADOR – DEBRA CROSBY

Posted by Texas Paralegal Division Blogger at blog@txpd.org on March 5, 2013

Debra Crosby has been a paralegal for over 30 years and is another Paralegal Division superstar, charter member and Ambassador.

Debra is currently a freelance contract paralegal in Austin. She received a Bachelor’s Degree from Houston Baptist University with majors in English and Speech. She also received her Masters in public address and communication from the University of North Texas.

Debra serDebra Crosbyved on the State Bar of Texas Standing Committee on Paralegals, and served on the Legal Assistant Advisory Commission for the preparation, administration and grading of the first Specialty Certification Examinations for Legal Assistants (paralegals). She has also held many positions with the Paralegal Division of the State Bar of Texas including Texas Paralegal Journal (TPJ) Editor, Chair of the Long Range Planning Task Force, and Chair of the Annual Meeting Committee. She also served the PD as Director of District 5 for six years and was PD President from 1993 to 1995. In 2002, the PD gave her the Award of Excellence for her many years of volunteer service.

She is also a charter member of the Alamo Area Professional Legal Assistants and has held several positions with the organization including President.

Debra resides in Austin, TX along with her husband, Russ Johnson, an attorney.

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DON’T MISS OUT ON TAPS

Posted by Texas Paralegal Division Blogger at blog@txpd.org on August 20, 2012

It’s that time of year again when the best of the best converge to teach, learn, listen and network . . . It is time for the Texas Advanced Paralegal Seminar!  Every year the Paralegal Division gathers a group of excellent lawyers and paralegals from around Texas to present relevant and helpful legal topics.  Whether you need CLE hours, exposure to a particular area of law, or a break from your routine with a legal refresher, this seminar has it all.

Much like a first class all-inclusive vacation, you will have three days of events, networking opportunities, and growth through CLE.  Customizing your trip to TAPS this year is also possible by choosing to stay for one day of events or the entire seminar.

TAPS welcomes Robert “Robin” L. Pou IV, J.D., Attorney Mediator & Executive Coach from Dallas, Texas, as the keynote speaker at Friday’s luncheon.  Mr. Pou will explore secrets of success with luncheon attendees.  Mr. Pou is the CEO of Bright Well Partners, Inc., where he coaches top business executives how to take their professional game to the next level through Performance Intelligence, the principles of sport psychology brought to the corporate playing field.

Now that you are ready to fly first class, you can learn more about TAPS and registration information through the link below.  Early bird registration ends August 24, 2012.

Texas Advanced
Paralegal Seminar

October 3-5, 2012
Crowne Plaza Hotel • Addison, TX

A Three Day Multi-Track CLE
Seminar sponsored by the Paralegal Division, State Bar of Texas

Click here to register online for 2012 TAPS

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