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Findings & Conclusions Our Mission: To enthusiastically support and promote the paralegal profession in the State of Washington. A Bi-Monthly Newsletter President’s Corner WSPA’s chapters have been actively holding meetings in their areas. The Northwest Chapter has meetings scheduled well into the future, alternating between a few locations to accommodate the three counties. Page 1

Volume 26 Issue 5 September/October 2011 Management Reports Page 3 Military Page Page 7 WSPA Minutes

Fall CLE Page 18 Fall CLE Registration Page 20

Page 10

WSPA Membership Application

Pro Bono Pages

Page 20

Page 14 Governor Proclamation Page 17

everyone. I hope to see you there to wrap up Paralegal Week! You can find information about all of WSPA’s upcoming events on the calendar at: www.wspaonline.org.

Presidents’ Corner by: Brenda Cothary Happy fall to everyone! As the days get shorter and the nights get cooler everyone begins shifting from the joys of summer (swimming, camping, biking, baseball) to the excitement of fall (football, harvest festivals, Halloween, Thanksgiving, and Christmas). A little over 3 months from now, we will be welcoming a new year. Where does the time go? What has been going on the past several months? And what do we have coming up? As you can see from other parts of the newsletter, WSPA’s chapters have been actively holding meetings in their areas. The Northwest Chapter has meetings scheduled well into the future, alternating between a few locations to accommodate the three counties. The Seattle Chapter is once again active, thanks to the efforts of Joshua Normand. Mary Knight was elected to lead the East King County Chapter and Sue Holmstrom was elected to lead the Snohomish County Chapter. Both are planning Findings & Conclusions

2011 WSPA President Brenda Cothary meetings in the near future. By the time this reaches you, the South Puget Sound Chapter will have hosted their Sixth Annual Wine Social. So, as you can see, your WSPA Directors have been busy planning social and educational opportunities for you! What is our next big event? The Fall Continuing Legal Education Conference, of course! The CLE will be Friday October 28 at the Washington State Convention and Trade Center. There will be two concurrent tracks – litigation and professional development – to offer something for

The WSPA Board of Directors met in Bellevue on August 21. I am pleased to say it was a productive meeting. One of the biggest changes affecting the members, voted on by your Board, was to restructure the membership categories. Currently our membership categories are: voting, non-voting, non-profit/government voting, non-profit/ government non-voting, student and sustaining. It’s a lot to configure and very confusing for new members who are trying to determine where they fit in. The biggest reason for all of the categories was voting and non-voting status. The difference was the number of CLE credits that a member obtained the previous year to determine if they were voting or non-voting. Voting members had reached the 10 CLE mark in the previous year and non-voting members had not. Unfortunately, it left a lot of people out of the voting category. We all know sometimes it is impossible to get out of the office for a CLE, if your employer doesn’t pay then you have to cover the cost, there may not be CLE’s available for your practice area, etc. We are all professionals and we all understand the importance of continuing legal education. (continued page three) 1


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Management Directory South King County Open skco-director@wspaonline.org

Administrator

NFPA Representatives

Administration Services, Inc. PO Box 58530

NFPA Primary Representative Sue Beichley

Seattle, WA 98138-1530 206.623.8632

nfpa-one@wspaonline.org

South Puget Sound Misty Carmen sps-director@wspaonline.org

administrator@wspaonline.org

Secondary Representative Jeanenne Rutherford nfpa-two@wspaonline.org

Director Marketing & Vendor Relations Donna Ziegler

Officers President Brenda Cothary

PACE Ambassador Open pace-chair@wspaonline.org

Director At-Large, West Open al-west-director@wspaonline.org

Directors

Committee Chairs

East King Co. Director Mary Knight ekco-director@wspaonline.org

CLE Approval Committee Chair Stephanie Dermont cle-chair@wspaonline.org

vp-profession@wspaonline.org

Northwest Director Jennifier Provalenko nw-director@wspaonline.org

Job Bank Committee Chair Jennifer Danner job-bank-chair@wspaonline.org

Secretary Sarah Eisenhauer secretary@wspaonline.org

Seattle Director Josh Normand seattle-director@wspaonline.org

Treasurer

Snohomish Co. Chapter Director Sue Holstrom snohomish-director@wspaonline.org

president@wspaonline.org Vice-President Membership & Administration Sue Beichley vp-membership@wspaonline.org Vice-President Professional Development Brian Haberly

Open treasurer@wspaonline.org Immediate Past President Brian Haberly RP

Pro Bono Coordinator Jeanenne Rutherford probono-chair@wspaonline.org Newsletter Coordinator/Editor Jay Jenkins editor@wspaonline.org Legalman Coordinator Jeanenne Rutherford military-paralegal-support@wspaonline.org Webmaster webmaster@wspaonline.org

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Brian Haberly, VP Professional Development (President’s Corner Continued from Page One) The Board understands the number of CLE credits you can or cannot acquire during the year should not determine if you have a vote in how YOUR association is operated. Therefore, effective with the 2012 renewal cycle, the membership categories will change to: Regular Member – currently practicing as a paralegal Associate Member – employed outside the State of Washington, not currently practicing as a paralegal or retired Student Member – currently enrolled in a paralegal program Sustaining Member – a person or entity interested in supporting the objectives of WSPA This will allow everyone except sustaining members to have a vote in elections and other issues that arise regarding the operation of the association. This is a grass roots organization and it relies on its member participation to provide direction and leadership. We want everyone to have a voice for the good of WSPA. Don’t think CLE’s will get swept under the carpet! There will be incentives for those who attain 8 or more CLE credits per year. WSPA will continue to offer outstanding CLE’s at the state and chapter level so no member goes without the opportunity to grow and evolve their career. Look for the changes when member renewal information is available in about 6 weeks. Another exciting development from the Board is our strategic planning efforts. What is strategic planning? Strategic planning is a tool that provides guidance in fulfilling an organization’s mission with maximum efficiency and impact. It is, simply stated, the formal consideration of an organization’s future course. It answers the questions, “Where do we want to be in 3 years, 5 years and/or 10 years?” In order to determine where we are going over the next few years, we need to evaluate where we stand now, where we want to go, and make a plan for getting there. WSPA developed a strategic plan several years ago. However, for a plan to be effective, it must be revisited every few years to check progress and update goals to meet current needs. Our most recent strategic planning efforts Findings & Conclusions

began in September 2010. WSPA’s mission is to enthusiastically support and promote the paralegal profession in Washington State. In order to fulfill our mission, we need to set goals to help us get there. What are WSPA’s goals? We identified three key goals for the association: Retain current members Get more members involved in the association Strengthen the paralegal profession in Washington State. The Board is developing strategies to achieve these goals. We have formed three subcommittees to work out the details for achieving these goals. If you have ideas or would like to participate on one of the subcommittees, please email me at: President@wspaonline.org. We are always looking for new perspectives and fresh ideas. Have a wonderful fall and I look forward to seeing you at an upcoming event.

FALL CLE Approaching by Brian Haberly, WSPA President IThe Washington State Paralegal Association will be hosting another of its popular full day Continuing Legal Education programs on Friday, October 28, 2011, at the Washington State Convention and Trade Center in Seattle, Washington. This is one of our marquee events, and draws paralegals from all over Washington State. This year’s program will feature eight separate 90 minute long CLE sessions, offered in two concurrently running tracks of four sessions each, and will provide attendees with several great choices to expand their legal knowledge and stay up to date on current trends and technologies. Breakout sessions on Effective use of Trial Technology, E Discovery 102, LexisNexis CaseMap®, Technical Tips for Word Users, Basic Excel Pivot Tables and Charts for the Legal Setting, Personal Branding and more are just some of the offerings this Fall. Admission for WSPA Members is

only $175 for the full day or $100 for a half day. Currently enrolled paralegal students can attend a full day for only $100 or $50 for a half day. Be sure to register for the Fall CLE by the deadline of Wednesday October 26th. You can pay via credit card securely online via our Acteva event registration service (www.acteva.com/Go/WSPA) = = >> (then select the “Fall 2011 Paralegal CLE Conference” option), or alternatively, you can pay via check by mailing in the Registration Form found in this issue. An Exhibitor’s area in will provide additional information and resources for paralegals and other legal professionals to learn more about some wonderful products and services that will make paralegal’s more effective in their office. Once again, an afternoon drawing for door prizes will add to the excitement and some lucky attendees will go home with some wonderful gifts. Additionally, Washington State’s Governor Gregoire has proclaimed October 24-28, 2011 as Washington State Paralegal Week and her Proclamation will be featured as one of the highlights of the program. (See the Proclamation elsewhere in this issue.) Your WSPA CLE Committee is already hard at work on our combined Spring CLE and 2012 Members Meeting and Annual Paralegal Awards Program, which will take us back to the Red Lion Hotel in downtown Seattle. Save the date of Friday, April 27th for that great day of education, networking, and recognition! If you want to be seen as a leader in your law firm or legal department, you need to demonstrate to your manager or supervising attorney that you are someone who has taken the necessary steps to advance your career, and that you are teachable and promotable. One of the BEST ways to do that is to join organizations like the Washington State Paralegal Association, and to attend both WSPA and non-WSPA CLE programs throughout the year.

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Jeniffier Provalenko, NW Chapter Director

NW Chapter Report by Jeniffier Provalenko, RP ® It is my pleasure and honor to take over as the new WSPA Northwest Chapter Director. As Director, my ultimate goal is to increase membership by growing the awareness of WSPA throughout the legal community and to promote the paralegal profession by offering regular WSPA CLE events, brown bags and socials. I have a few exciting ideas and events planned for our Chapter and encourage all of our members to be actively involved. For this up-coming year, I have created a six (6) month Calendar of Events listing the dates, times, and CLE credits for each event. I have also created a Northwest Hot Jobs, listing the most recent job openings for paralegals in Snohomish, Skagit, Island, and Whatcom Counties. You may view these items by going to the WSPA Northwest Chapter webpage at https://sites.google.com/a/ wspaonline.org/northwest-chapter/home, or by going to www.wspaonline.org to view the Northwest Chapter events. If you have any ideas, suggestions, or would like to volunteer for one of our 2011-2012 CLE events, or know someone who would like to be a presenter, I would love to hear from you. THE NORTHWEST CLEs & EVENTS:

CHAPTER

UPCOMING

Ethical Questions & Dilemmas of the Practical Paralegal Ethics CLE- Wednesday, October 12th, 2011, from 5:30-7:00 p.m. Max Dale Steak & Chop House, 2030 Riverside Dr., Mount Vernon, WA Guest Speaker- Brian Stiles, Attorney at Law, Pro Temp Judge CLE Credits.  Pre-Registration Recommended 

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Josh Normand, Seattle Chapter Director PARALEGAL WEEK

included: Richard Weyrich, Skagit County Prosecutor; Carmen Purcell, Lead Screener of the Office of Assigned Counsel; Sergeant Ron Coakley, Director of Jail Alternatives; Teri Bordua, Financial Collections Clerk- Superior Court; and Corbin Volluz, Criminal Defense Attorney.

The Northwest Chapter is giving back the community by sponsoring and serving   meals to those in need at our local shelters. Become actively involved and volunteer! SKAGIT- Friendship House: Wednesday, October 26, 2011, 5-7:30 pm; WHATCOM   -Light House Mission: Thursday, This event was held at the Skagit Superior Court in October 27, 2011, 4-6:30 pm Hearing Room “C”, which was very spacious and located in downtown Mount Vernon.  We offered PAST CLEs FOR THE NORTHWEST CHAPTER: 2.5 CLE credits to attendees, which were approved through WSPA and WSBA. Paralegals & Legal Forms Plus Seminar with Luella Parker 8-25-2011 Assistants both from Whatcom and Skagit The Forms Plus seminar was a great learning Counties attended, bringing together almost 30 experience and a huge success with 15 paralegals attendees. In addition, this was our first attempt to in attendance. Due to the popularity of the invite attorneys and offer MCLE credits, nine seminar, we are offering another Forms Plus attorneys attend.   Overall, this CLE event was a seminar on November 9, 2011.  If you would like huge success. We learned something new and ourselves amongst the legal to register for our November seminar, please send networked community. me an email at nw-director@wspaonline.org. Guest speaker Luella Parker taught us the basics of the Forms Plus software and provided us with a few hands-on activities, so we were able to navigate and explore through the software. This included drafting a petition of dissolution, summons, parenting plan, child support worksheets and an order of child support using this amazing software. Basically, you enter your client’s information and the program merges the data into all the forms you would need to start and finish a domestic case, it even calculates your worksheets! Criminal Law CLE, July 28, 2011We had a Great Turnout!!! We had a great turnout for our Criminal Law CLE, almost 40 in attendance including speakers. The presenters were amazing and provided for a very entertaining and educational experience. We learned how a defendant moves through the criminal justice system; how to obtain a public defender and their roles as attorneys; alternatives to jail; a defendant’s legal financial obligations; and how to vacate and seal one’s adult criminal history. Totally interesting!!! Guest Speakers

Seattle Chapter Report by Josh Normand On Thursday, September 22nd, approximately 20 people gathered at Perkins Coie’s conference room to hear Cathy Lopez, Project Manager at Blank Law & Technology, give a presentation on the Basics and Fundamentals of E-Discovery. It was well attended, with a wide variety of legal professionals represented, who have varying degrees of familiarity with Electronic Discovery. She presented the basic stages of Electronic Discovery and answered questions that the audience had. Additionally, we had great refreshments, courtesy of Perkins Coie, our gracious host, who supplied drinks, and Naegeli Court Reporting, who supplied cookies. This meeting is a taste of what Cathy and Blank Law will be presenting at the Fall CLE on Friday October 28th at the Washington State Convention Center. We hope to see all of you at the CLE.

Findings and Conclusions is the official publication of the Washington State Paralegal Association and is published six times per year.

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Laura Jordan, PACE Ambassador Sue Beichley, VP-Membership & Primary

Membership & Primary Report by Sue Beichley I hope you’ve been enjoyed your summer. As we head into fall please check the WSPA calendar for upcoming events. WSPA’s individual chapters will continue to offer many superb social and educational opportunities throughout the year. Contact your local chapter director for more information. Renewal time is fast approaching. Please look for renewal information in your email box and on the website in the middle of October. This will be a great time to refer a friend. One of the many benefits when you join WSPA is you automatically become a member of NFPA (National Federation of Paralegals Associations). As a part of NFPA’s member benefits you receive The National Paralegal Reporter, their bi-monthly publication, Also, you receive access to all of the resources on their website (www.paralegals.org), besides continuing education benefits, you get access to a nationwide job bank, regular updates on national affairs. NFPA is hosting its National conference in Minneapolis, Minnesota October 13 - 16. This is a wonderful opportunity to get involved and see how NFPA operates. I will update you in the next newsletter. WSPA offers you so many wonderful benefits and a solid base of social networking

Pace Report by Laura Jordan There is another PACE® Study Group being organized, with a projected start up later this Fall (to start after October 1, 2010) or this Winter (to start after January 1, 2011) in the Seattle/Bellevue area.  Employers in the Seattle area are recognizing the value of the Registered Paralegal designation and have even begun to advertise for employees with that advance certification. So, if you have been looking for a way to advance your career, this is an excellent next step.

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The PACE® Study Group covers all of the 5 topical domains included in the Online Review Course mentioned in this Newsletter, but we are face-to-face, meeting once per week, using the same PACE® Study Manual. The Study Group typically spans a time period of approximately 14 weeks in order to accommodate busy schedules (and to accommodate those who need help with self-discipline ! and who like the social aspect of a group study). We will take time off for holidays. We will eat, drink and be merry while we study. We will share study tools and run flash cards together, as we study for the final exam, and we will even try to schedule our exams together for moral support, and we will build some awesome friendships along the way. Each participant will be expected to volunteer to teach one or two of the Chapters in the Study Manual over the course of the Study Group, using the material in the Study Manual, or other reliable resources you creatively research and locate. It’s a great experience at public speaking in a small group setting and really helps reinforce the materials in the Chapters you volunteer to teach. To verify that you are eligible to sit for the PACE exam, please go to: http:// www.paralegals.org/displaycommon.cfm? an=1&subarticlenbr=825. We will have an organizational meeting to figure out which night of the week is best suited for the group and where the study group will meet, once the locale is established. Meetings are held in the evenings or the occasional weekend to accommodate everyone’s work schedules. If space permits, those who are not currently eligible, but close to being eligible, may also join in the Study Group…we have a philosophy of “the more the merrier” in our approach to studying, and let’s fact it, we all have something to contribute of value, regardless of our years of experience. Those interested in a PACE® Study Group, and you meet the eligibility criteria, please contact Laura Jordan, WSPA PACE Ambassador at pace_chair@wspaonline.org to advise which of the two general timeframes best suit your schedule and whether Bellevue or Seattle is the better locale.

Please respond by September 1 so you will have time to order the PACE Study Manual and be ready to hit the ground running when the Study Group starts. UPCOMING CLASSES

PACE®

REVIEW

ONLINE

October 18, 2010 If you are planning to take the PACE exam and do not have the time to commit to the upcoming WSPA PACE Study Group, this may be an option of interest to you. Here's a link from the NFPA website for additional information on the Online Review Course: http://www.paralegals.org/ displaycommon.cfm?an=1&subarticlenbr=125. If anyone has any additional questions, after reviewing the website, please feel free to contact Renee Sova, the Director of Advanced Specialty Programs at AIPS by calling toll free at 1-888-233-2019  ( office) or 770-643-5341 ( local office), via fax at 1-419-791-7802, or via e-mail at re n e e . s o v a @ a m e r i c a n p a r a l e g a l . e d u or rrssova@aol.com. The course runs for seven weeks, plus a brief precourse online orientation to familiarize students with the software used by AIPS, the NFPA approved educators for the PACE.  The courses are taught through computer-mediated distance learning. Students may communicate with instructors or classmates around the clock from their home or office computer. (continued page nine) The course is structured, paced and gated. The review course will assist paralegals as they prepare to take PACE, by covering the five domains that will be covered in the Exam: administration of client legal matters, development of client legal matters, factual and legal research, factual and legal writing, and office administration. Ethics questions are found in each domain. (continued page nine)

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HELP WSPA SUPPORT MILITARY PARALEGALS AROUND THE WORLD "

Calling all WSPA members! We have set a goal for 2011 to send 6 Military paralegal care packages to make life easier for those who have chosen to serve our country.

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We have been assigned a paralegal who is stationed at Guantanamo. These soldiers work almost non-stop and can not just run to the store for a treat or something to read. Along with food hygiene and entertainment items, we include postcards from the Seattle area and current magazines for men and women.

Please help us with our goal by bringing your donations to the WSPA chapter meetings. You can also include a card to thanking them for their service and telling them a little about ourselves and where we live. Items will be collected, boxed and mailed to designated military base or ships every other month. If you would like to participate but are unable to bring an item to the meetings, contact me at the email below and we will arrange for pick up. You could also send a check to: WSPA PO Box 58530 Seattle, WA 98138-1530 Please make the check out to WSPA and indicate that the funds are for the military outreach program. This will help purchase phone cards or other items that we would like to include. WSPA is a founding member of the NFPA Military Paralegal Outreach program, which began in February 2006. We appreciate the members of WSPA for the strong support of this program! Any questions regarding this continuing project may be directed to Jeanenne Rutherford, jrutherford@perkinscoie.com

Suggested Items: Hygiene: Antibiotic Ointment Chapstick/lip balm/Carmex Sunscreen (Bull Frog is good) Bug Repellent (with deet) Face cleaner Eye drops/Saline Liquid hand sanitizer/Baby wipes Foot/body powder (Gold Bond) Deodorant Shampoo/Conditioner Tooth Brush/Toothpaste Nose spray/nose drops Hand/Body Lotion Band-aids, Mole Skin Soap Mouth Wash Nail Clippers Dental Floss Tums/Rolaids Tylenol/Aspirin Q-Tips

Food: Single Serving Pasta Ready to Heat Soups Lunchables Ramon Noodles Powdered Power-Aide/Gator-Aide/ Koolaid/Tang Granola Bars/Cereal Bars Fruit Roll-ups Raisins Beef Jerky (no pork) Applesauce Fruit/Pudding Cups Cereal (individual Servings) Chex Mix Tuna Kits Snacks: Hard Candy (no chocolate-it melts) Snack Mix Chips/Cookies/Crackers/Microwave Popcorn/Pretzels Pop Tarts

Licorice Sunflower Seeds Aqua Drops Gum Peanuts in a shell Rice Krispy Treats Snack Cakes Misc: Condiments Lemonade/Ice Tea Mix Cough Drops Stationery/envelopes Stamps/Pens Dice/Travel Games Individual Instant Coffee Books/Magazines Tylenol/Ibuprofen Allergy Medicine Ziploc Bags Instant Cameras RainX

TIPS FROM A SOLDIER'S MOM: • Send sauce packets (like Arby's sauce). I am told this can make any MIC's taste good. • Send cards and email/snail mail so soldiers can say thank you. • Holiday cards, photos and stories of the everyday things at home are priceless. • Some of the favorite letters are about walking the dog, the kids holiday show and local sports, even if it is not their family it helps you know that life goes on.

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Marsha L. Milroy, CRP Jason Proctor, CRP

The 7 week Review Course Fee is $395 and the textbook fee is $75 (it uses the same PACE Study Manual that the WSPA PACE Study Group will use). Included in the Course Fee is a mock PACE exam that will be administered at the conclusion of the course. That mock exam will give you an analysis of your weak areas and what domains you need to concentrate on as you move toward your final test preparations. (For those paralegals who prefer to take advantage of the WSPA PACE Study Group, you have the option of paying $50 to take the same mock exam.) CONGRATULATIONS TO OUR NEWEST PACE REGISTERED PARALEGAL® Congratulations to Tonyha Davies, RP, who passed the Paralegal Advanced Competency Exam (PACE) on August 9, 2011 to earn the Registered Paralegal (RP) designation. Tonyha is a paralegal in the Tacoma office of Forsberg & Umlauf, P.S., a litigation defense firm. Forsberg & Umlauf is the only law office in the state with 2 RP’s. Congratulations Tonyha for achieving this professional milestone! Paralegal CORE Competency Exam™ Pilot Test Results  On June 11, 2011, 188 paralegals took the Paralegal CORE Competency Exam™ pilot test at 12 test sites across the country. Of the paralegals who completed the test, 148 achieved a passing score of 550 or better. Those paralegals are the very first CORE Registered Paralegals™ and have earned the right to use the CRP™ credential. Congratulations to all who passed! The paralegals from Washington who passed the pilot test are: Roxanne R. Auge, CRP Irene R. Ballard, CRP Christina S. Brett, CRP Anne Carraturo, CRP Teri S. Dean, CRP Laura Genoves, CRP Jennifer I. Griffiths, CRP Helen L. Halloran, CRP Glenda Hanson, CRP Gretchen M. Haydel, CRP Angela Houck, CRP Ghia A. Jones, CRP Mary R. Landis, CRP Melissa Macdonald, CRP

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Asa Rubman, CRP Denice M. Town, CRP Marietta Zintak, CRP Please check the NFPA website frequently for additional information and updates concerning the roll out of the computer based version of the exam in November. If you have any questions, please contact Helen Halloran at: PACE-chair@wspaonline.org.

Findings and Conclusions is the official publication of the Washington State Paralegal Association and is published six times per year. Letters to the Editor, articles, advertisements or correspondence should be submitted to: WSPA Newsletter Editor P.O. Box 58530 Seattle, WA 98138 Email: editor@wspaonline.org WSPA Email: Info@wspaonline.org All submissions are due the 20th of each odd numbered month for publication the following month. Articles may be submitted on disk in Word format or via Email. ADVERTISING RATES: Dimensions Month to Month Pre-Paid One Year ! ! ! (6 Issues) 1/8 page! $ 50.00! 20% discount 1/4 page! $100.00 ! 20% discount 1/2 page! $150.00 ! 20% discount Full page! $200.00 ! 25% discount Contact editor@wspaonline.org for additional advertising information. The Editor reserves the right to edit material for clarity, space or advertising.The articles published herein express the opinions of their authors and, unless expressly stated, do not necessarily reflect those of WSPA.Unless otherwise indicated, the authors of the submissions contained in Findings & Conclusions are paralegals. All reports, profiles, summaries, checklists, articles, or other submissions are provided for informational purposes only, and are not intended as legal advice and should not be relied upon for that purpose. All opinions expressed in any submission are the authors’ sole opinion and should not be taken as the opinion or position of the Washington State Paralegal Association. Original items printed here are the property of WSPA. We ask that National Federation of Paralegal Associations (NFPA) member associations who reprint articles from Findings and Conclusions, credit the article and provide WSPA with a copy as reprinted. Others may not reproduce original material for any purpose without prior, written consent of the WSPA Newsletter Editor.

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Publication of any advertisement does not imply endorsement of the product/services offered. WSPA reserves the right to reject advertisement due to content or space considerations. Unless otherwise noted, the authors of the submissions contained in Findings & Conclusions are paralegals. All reports, profiles, summaries, checklists, articles, or other submissions are provided for informational purposes only, and are not intended as legal advice and should not be relied upon for that purpose. All opinions expressed in any submission are the authors’ sole opinion and should not be taken as the opinion or position of the Washington State Paralegal Association

WSPA's Mission:

To enthusiastically support and promote the paralegal profession in the State of Washington. We are dedicated to the enhancement of the paralegal profession. We strive for personal and professional development. We will encourage increased utilization of paralegals to broaden employment opportunities statewide. We advocate high quality paralegal educational programs in preparation for entry into the profession. We hold our members to high standards by requiring 10 Continuing Legal Education credits per year to retain full voting status or to hold an office in the Association. We will monitor proposed state and federal legislation affecting paralegals and will participate in the legislative and regulatory process to represent our Members' views.

Definition of a Paralegal – as defined by NFPA and WSPA A Paralegal is a person, qualified through education, training or work experience to perform substantive legal work that requires knowledge of legal concepts and is customarily, but not exclusively, performed by a lawyer. This person may be retained or employed by a lawyer, law office, governmental agency or other entity or may be authorized by administrative, statutory or court authority to perform this work. Substantive shall mean work requiring recognition, evaluation, organization, analysis, and communication of relevant facts and legal concepts

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MEETING OF THE BOARD OF DIRECTORS of the Washington State Paralegal Association May 21, 2011 Submitted by Secretary, Sarah Eisenhauer The Board of Directors of the Washington State Paralegal Association (“WSPA”) met on May 21, 2011, at the Sheraton Hotel in Bellevue, Washington. Proper notice was sent via e-mail to all Board members. In attendance were the following: Officers Present in Person Brian Haberly Sue Beichley Sarah Sawyer

President Vice President of Membership Secretary

Directors Present: Sarah Eisenhauer Brenda Cothary

Snohomish County Director At-Large West Director

Absent and represented by proxy: Donna Zeigler Vice President of Professional Development Josh Normand East King County Director Absent: Michelle Snow Mary Knight

Northwest Chapter Director Seattle Chapter Director

Guests: Jeniffier Provalenko

Northwest Chapter Director-elect

WELCOME Introductions of Officers and Directors present. Brian Haberly, President, welcomed and thanked all present and called the meeting to order at 1:00 p.m. QUORUM REQUIREMENT: When the meeting notice was sent out, there were 5 Directors and 4 Officers serving in office, with 51% or at least 5 such positions needed to be present for a quorum and to conduct business under our Bylaws. We began the meeting with 7 voting persons present, or present via proxy, and accordingly, there was a quorum. OFFICER/DIRECTOR REPORTS: • Sarah Eisenhauer (Snohomish County): Looking at alternate locations for chapter meetings. • Brian Haberly (President): Spring CLE and annual member meeting was held on April 22nd. 70 people registered, 7 exhibitors featured, and the event received good feedback. Two educational tracks worked well. Annual awards were presented by Brenda and Sue to recognize members' accomplishments and longevity in WSPA. We will enjoy some statewide and national recognition via our co-hosting a seminar with Contoural's Litigation Readiness seminar to be held in South Center on May 26th. Josh will host an information table for WSPA at this event. We hope to reach a new audience by granting use of the WSPA name and logo as a cosponsor on their website. Thinking about future cross-marketing opportunities for low and no cost marketing opportunities. Brian offered congratulations to those who were elected to offices in the 2011 elections: President - Brenda Cothary; VP Membership Sue Beichley; VP Professional Development - Brian Haberly; Secretary - Sarah Eisenhauer ; Treasurer - Open (but may seek to appoint Juli Fujita); Chapter Director s: Northwest - Jeniffier Provalenko; Snohomish County - Sarah Eisenhauer; East King County - Mary Knight; South Puget Sound - Misty Carman; Spokane - Elena Manley. • Jeniffier Provalenko (NW elect): Next meeting will be a social, to meet Jeniffier and to thank outgoing Director Michelle Snow. Purchased a plaque for Michelle. Have sent out flyers. To be held at Cascade Pizza in Bellingham, conference room. Brian extended an offer to contact any of us as past chapter directors for questions or help. • Sue (VPPM and NFPA Primary Rep): 227 members, more students than voting. Paralegal Core Competency pilot test will be June 11. Jeanenne will be the NFPA representative. Seattle has 38 registrants (leading all other states!). NY has 35 and Houston has 33. Test will be at Highline Community College. We should find out what schools the candidates are coming from. Brian said that we need to find a new PACE and PCC Ambassador(s). He has been trying to meet with the outgoing PACE Ambassador Laura Jordan to obtain Laura's PACE materials, RP pins, etc. (continued next page)

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APPOINTMENTS: • Treasurer: Brenda will discuss with Juli Fujita about her willingness to serve. If yes, her appointment may be approved by circulating a written consent action. • Snohomish County Director: Sue Holmstrom and Sarah Eisenhauer have been talking about Sue becoming Snohomish Chapter Coordinator. She has been a regular attendee at CLEs and chapter meetings. It was moved and seconded to appoint Sue as interim Chapter Coordinator pending review of her membership status. No discussion. Unanimously passed. • Seattle Chapter director: Josh Normand has been East King County and Mary Knight has been Seattle director. Mary recently took a job in Bellevue and is the newly elected EKCO Director. Josh is willing to serve as Seattle Chapter director. It was moved and seconded to appoint Josh as Seattle Chapter Director. No discussion. Unanimously passed. • Pro Bono Chair: Jeanenne Rutherford has expressed interest. She has been saluted by Perkins Coie for her pro bono work. Brian moved to appoint Jeanenne as Pro Bono Chair. Sue Beichley seconded. No discussion. Unanimously passed. • Marketing Chair: Donna Zeigler is interested in developing a WSPA marketing plan. Brian proposed appointing Donna as Director of Marketing and Vendor Relations. Moved and seconded. No discussion. Unanimously passed. • Spokane Chapter director: Elena Manley was elected in the spring elections. Uncertain when her next meeting will be held. • At-Large Director, East and West: We can post and promote in order to fill. Consider having several board members fill responsibilities, not necessarily assigned geographically. Brenda thought it important to fill, but pointed out you can’t fill it with anyone, makes more sense to recruit for that position rather than posting. STRATEGIC PLANNING: Sarah Eisenhauer presented the results of the recent Membership Satisfaction Survey, which was a goal set at an earlier meeting. Brenda came up with survey questions and Sarah implemented it. The Board discussed the results of the survey questions. There was discussion of changing the present large number membership categories. Sarah and Sue and Jeniffier will put together a committee to examine this. Brian asked Sarah to summarize the key findings from the survey for the newsletter, as well as for the board. Brian reminded everyone that the newsletter editor Jay Jenkins requests that officers and directors submit their reports by the 20th of the odd numbered months so he can put out the newsletter by the first of the even numbered months. Brian asked Brenda to write an article as incoming President, and he will write one as outgoing as well. He encouraged Jeniffier and Michelle to do the same. Brian presented financial reports as of April 30, 2011 (doesn’t reflect the Spring CLE results yet.). WSPA is in the black as opposed to in the red last year; however the May balance sheet may be more accurate. Brian recommended we close the trust account as it costs more in fees to maintain than it brings in interest. Brian moved that the Board authorize Brenda to be a signer, Brian stay on as an authorized signer, and the incoming treasurer to become a third authorized signer. Jeniffier seconded. No discussion. Unanimously passed. Brian relayed information from our tax preparer that the IRS has likely waived certain fines and penalties associated with some previously late filings for past years. Still working on resolving the change from a mid-year fiscal year to a calendar year end fiscal year on the IRS records. MEMBERSHIP DATABASE AND WEB SITE IMPROVEMENTS WSPA website developer Pavel Dolezel attended to update us on his efforts to upgrade our membership database and website with newer technology that would enable WSPA to realize significant cost savings and improve member satisfaction. New capabilities would include integrated membership and event management and payment via PayPal, and elimination of Acteva and Constant Contact services, as well as improving reporting. A key feature would be mass email management, enabling HTML type enewsletters and emails sent right from the new website. Improved reporting features would help reduce costs and allow the need for Administrative time to be incurred. Return on investment would be recognized in approximately a year. Pavel provided a demonstration of what the proposed improvements would look like, as well as a suggested new site layout. Cost to complete the many changes would be approximately $3,000. Brian moved to authorize completion of the proposed improvements. Sue asked that we table the proposal until we have a mid-year budget approved. The proposal was tabled. TAX RETURNS We have submitted an extension for the filing of our 2010 Federal tax return. A copy of the proposed 2010 return was circulated and reviewed by the Board. A discussion was held on the proposed filing. Brian then moved to approve the 2010 tax return. Sue seconded. Unanimously passed. APPROVAL OF BY-LAW AMENDMENT Brian noted that some routine matters could be more easily approved without the necessity of a formal meeting. He moved to amend the by-laws to allow for a mechanism to approve actions by written consent. Brenda seconded. There was discussion and questions. Unanimously passed. MEETING ADJOURNED The meeting was adjourned at 4:05 p.m. BOARD APPROVED MINUTES ON SEPTEMBER 21, 2011 Findings & Conclusions

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MEETING OF THE BOARD OF DIRECTORS of the Washington State Paralegal Association August 21, 2011 Submitted by Secretary, Sarah Eisenhauer The Board of Directors of the Washington State Paralegal Association (“WSPA”) met on August 21, 2011, in Bellevue, Washington. Proper notice was sent via e-mail to all Board and Association members. In attendance were the following: Officers Present Brenda Cothery Sue Beichley Brian Haberly Sarah Eisenhauer

President Vice President - Membership Vice President - Professional Development Secretary

Directors Present: Mary Knight Jeniffier Provalenko Joshua Normand Sue Ann Holmstrom

East King County Chapter Northwest Chapter Seattle Chapter Snohomish County Chapter

Absent (by proxy): Juli Fujita

Treasurer

Guests: Helen Halloran Liz Heath

PACE Ambassador elect Sound Nonprofits

WELCOME Introductions of Officers and Directors present. Brenda Cothary, President, welcomed and thanked all present and called the meeting to order at 1:04 p.m. QUORUM REQUIREMENT: When the meeting notice was sent out, there were 6 Directors and 5 Officers serving in office, with 51% or at least 6 such positions needed to be present for a quorum and to conduct business under our Bylaws. We began the meeting with 9 voting persons present, or present via proxy, and accordingly, there was a quorum. OFFICER/DIRECTOR REPORTS: • Sue (VPPM and NFPA Rep): 253 total Members. Discussed NFPA Conference in coming October in Minneapolis. She will be sending out emails to the Members if there are voting matters at the Conference.

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Brian Haberly (VP Professional Dev): Edmonds Community College is close to chartering a Paralegal Club. Fall CLE is scheduled for October 28th at the Washington State Convention Center. There will be two concurrent tracks with a break room. Lunch will be not be provided.

Jeniffier Provalenko (NW Chapter): NW Chapter helped with a Criminal Law CLE that was given for both Attorneys and Paralegals. The next chapter meeting will be a Social meeting and will be held on October 12th.

Josh Normand (Seattle Chapter): Had his first meeting as Seattle Chapter Director at Forsberg & Umlauf on August 11th. Susan Poulsen spoke on "What You Need To Know To Get The Most From Your IME Vendor". The next meeting will be held the end of September or beginning of October.

Mary Knight (East King County): Is planning on a meeting in September or October with a topic in Social Media.

Sue Holmstrom (Snohomish County): Is planning on a meeting in September or October. (continued next page)

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APPOINTMENTS: • Treasurer: Juli Fujita was elected as Treasurer by Unanimous Written Consent on August 2nd.

PACE Ambassador: It was moved and seconded that Helen Halloran be appointed PACE Ambassador. There was some discussion about the title as there is now the Core Competency Exam as well as the PACE exam and we would like to promote them both equally. It was decided that we would work on the title and the appointed was unanimously passed.

At-Large Director, East and West: Position is still open.

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South King County Chapter Director: Position is still open.

STRATEGIC PLANNING: Liz Heath of Sound Nonprofits, spoke about Long Term Strategic Planning and what the role of Treasurer should be in a small NonProfit. A Mission Statement and Long Term Goal Committee was formed and they will come up with a statement to solidify where WSPA will be in 10 years. Treasurer role was discussed. It was decided that the Treasurer role will have the power to approve expenses, signs checks and receives the bank statement. Our Administrator will do the prep the checks, reconcile the bank account(s) and will send out financial reports. The Board will review the reports. EVENT REGISTRATION PROVIDER: Brian and Brenda spoke about an issue of out Event Registration Provider not releasing the funds paid in for our events. It was motioned and seconded that we need to change our provider and Brian will find an alternate provider and set up the contract with that provider. BUDGET: Brenda presented the Budget for 2011. It was discussed that we needed a presence at the NFPA Conference and that we should amend the Budget to include travel expenses for the Sue, Primary NFPA representative. It was motioned and seconded that we amend the Budget to include $1800.00 to send the NFPA rep to the NFPA Conference. No discussion. Unanimously passed. MEMBERSHIP CATEGORIES: It was discussed that there were too many Membership categories and that it would be simpler if we consolidated them. It was motioned and seconded that we change the Membership categories listed below. After much discussion the following categories were unanimously passed. Member Student Member Sustaining Member MEMBER FEES: Based on the above new Membership Categories it was discussed that we should also consolidate the Membership Dues. After some discussion, it was decided that we needed more information and there will be some research done with a telephone vote scheduled for November. CLE REQUIREMENTS: Also with the change in Membership Categories, a discussion of the CLE requirement of 10 CLE credits to be a voting member. After some discussion, it was motioned and seconded that there will be a change to the Membership Dues as listed below. No discussion. Passed by Majority. If a member gets 12 CLE credits in a year, the member will receive 10% off the next year's dues. If a member gets 8 CLE credits in a year, the member will receive recognition in a yet to be determined way. MEETING ADJOURNED The meeting was adjourned at 5:00 p.m. BOARD APPROVED MINUTES ON SEPTEMBER 21, 2011 Findings & Conclusions

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Pro Bono Pages by Jeanenne Rutherford, Pro Bono Coordinator, Military Outreach Coordinator Hello WSPA volunteers! Our summer months are flying by and so is our year. The NFPA速 Model Code of Ethics and Professional Responsibility and Guidelines for Enforcement to include that each paralegal should aspire to contribute 24 hours of pro bono service annually. Record your hours and send them to me at the end of the year. Not only is it a fulfilling experience, it allows you to experience new ways of applying your skills and picking up some new ones. Please let me know of your volunteer experiences! Here is what is happening! RENTON OPENS A NEW NEIGHBORHOOD LEGAL CLINIC The Renton General Legal Clinic is open as of Tuesday, July 19th! The clinic is located in the Salvation Army Community Center (720 S. Tobin Street, Renton, 98057) and will be running weekly on Tuesday nights from 7-9 pm. As it is a general clinic, it is designed specifically for people with civil legal issues other than contested family law or bankruptcy matters. Those who wish to make an appointment should call the Neighborhood Legal Clinics hotline (206-267-7070) between the hours of 9-12, Monday-Thursday in order to schedule an appointment. Any attorneys, paralegals, or other community members interested in volunteering should visit our website at http://www.kcba.org/pbs and fill out a volunteer application. NFPA Pro Bono Conference: This year the NFPA's Pro Bono Conference will be held on Friday, October 14, in conjunction with the NFPA Annual Convention in Bloomington, MN. . This event will be FREE to NFPA members! Watch this page for upcoming details. The Conference will include presentations by paralegals working on pro bono projects across the country, as well as information on how to start or enhance your association's pro bono efforts. Further program information will be posted as it is available. Registration will be held in conjunction with registration for the Annual Convention. No charge for NFPA members; charge for non-members to be announced. Ongoing Pro Bono Opportunities Housing Justice Project http/kcba.org/pbs/HJP.aspx The HJP is a homelessness prevention program providing accessible volunteer-based legal services to low-income tenants facing eviction in King County. Ongoing Community Service Opportunities: Treehouse http://www.treehouse4kids.org/get-involved/volunteer/current_opportunities Treehouse firmly embraces its mission of "giving foster kids a childhood . . . and a future" by tailoring its education and personal enrichment programs to the real needs of actual kids and their families. Treehouse warehouse is a retail-like store where foster kids can shop for free. We will be sorting and tagging children's clothing and working on special projects to get the warehouse ready for the kids who are coming through for summer clothing and supplies. What we are giving Treehouse is short-term labor at no cost so that Treehouse can spend more of its money directly on the children. There are many opportunities for volunteering including tutoring, donations pickup, warehouse assistant and at one of the many special events and projects throughout the year. NFPA Military Paralegal Outreach Program This program provides support and comfort through care packages to our military counterparts serving overseas. Our packages are currently being sent to GTMO. These care packages include personal hygiene products, food, snacks, puzzles, books, magazines and games, and are sent bi-monthly. Bring donations to WSPA brown bags or contact me at probono-chair@wspaonline.org Pro Bono services are defined as: "Pro Bono Publico" means providing or assisting to provide quality legal services in order to enhance access to justice for persons of limited means; charitable, religious, civic, community, governmental and educational organizations (continued next page) 14

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in matters that are designed primarily to address the legal needs of persons with limited means; or individuals, groups or organizations seeking to secure or protect civil rights, civil liberties or public rights. Community Service is defined as:

Community Service� is defined as volunteer activities that would not meet the definition of pro bono, as adopted by the delegates in Resolution 99F-4 and is further defined as unpaid services that are volunteered by individuals to benefit an organization, community, or its institutions that are provided through the direction of a non-profit organization as defined under the Internal Revenue Code. The definition focuses on volunteer services that improve the quality of life for community residents, or to solve particular problems related to their needs. Somewhere there is a opportunity for you! CALENDAR October 14, 2011 University of Washington School of Law Pro Bono Fair 12:30 PM - 3:30 PM Gates Hall Galleria http://www.law.washington.edu/PService/Events/pslprograms.aspx October 18, 2011 KCBA Annual Recognition Event The Annual Recognition Event honoring our Pro Bono Services volunteers and Foundation donors will take place October 18, 2011, from 5-7 p.m. at the Women's University Club http://www.kcba.org/pbs/recognition/ October 23-19 National Pro Bono Celebration http://www.probono.net/celebrateprobono/ November 19, 2011 Saturday, from 8:00 a.m. to 5 p.m Citizenship Day! Washington New Americans, a program of OneAmerica, in partnership with AILA. Meet one on one with clients to help complete naturalization forms. Paralegals may NOT provide legal advice. The locations for this event are Centralia, Pasco, Tukwila and Yakima. [I have volunteered on Citizenship Day events for 5 years. It is held at least 3 times a year in various locations around the state. You meet a lot of great individuals and their families. They all have fascinating stories to tell. There is a one hour training that can be done by phone. Carpooling can be arranged and lunch is provided at the event. You do not need to speak multiple languages or have immigration experience. See the full page announcement on page _] Non Profit Spotlight Legal Voice Legal Voice is a non-Profit group that works to ensure justice for women. Legal Voice concentrates its efforts on three program areas: litigation, legislation, and legal education of individuals and communities. Volunteers help with a variety of projects: providing pro-bono legal services, stewarding donors, planning special events, and stuffing envelopes. Legal Voice could not provide the vital support it offers our community without the countless hours generously donated by our volunteers. http://legalvoice.org/volunteer/ Tacoma-Pierce County Bar Association Volunteer Legal Services The mission of the Volunteer Legal Services Program is to facilitate access to volunteer attorney advice and representation, as well as self-help materials and general legal information, for low-income individuals who have civil legal needs in Pierce County, Washington. http://www.tacomaprobono.org/links.html PARALEGAL VOLUNTEERS HONERED WSPA Pro Bono Paralegal: Rea Hagan Congratulations to Rea Hagen who was awarded WSPA's Pro Bono Paralegal of the Year Award at the WSPA's annual awards luncheon on April 22, 2011. Rea was nominated for her volunteer work at Tacoma-Pierce County Volunteer Services where she has managed their Neighborhood Legal Clinic for 3 years. She was recognized not only for going above and beyond her clerical and organizing staffing, but also that "she provides substantive support not only to the clients, but to the attorneys. She is knowledgeable, skilled, enthusiastic, empathetic, and wise. Her consistent reliable presence has made the clinic a real success, when it might have had to be cut down or altered due to lack of resources." In addition, Rea is the recipient of the very first Tacoma-Pierce County Bar Association's Non-attorney Pro Bono Award. (See NonProfit Spotlight above for more information about the Tacoma-Pierce County Bar Association Volunteer Legal Services.) (continued next page) Findings & Conclusions

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(Pro Bono Continued from Previous Page) Congratulations Housing Justice Project Volunteer Legal Assistant of the Year: Kate Gunter Kate Gunter joined HJP in December 2009. Since then, she has devoted many hours of service as a legal assistant at the Seattle clinic. Kate is a dedicated volunteer. She can be counted on to fill in at a moment’s notice to help with clients or to assist with administrative duties. She never hesitates to stay beyond clinic hours in order to help volunteers complete client paperwork. Kate has a welcoming smile and always puts our HJP clients at ease. She is a very good listener and uses her strong organizational skills to provide excellent, concise and informative client intakes for our volunteer attorneys. Kate also enjoys teaching and quickly became an outstanding mentor for new legal assistanKate recently completed her Paralegal certificate program at the University of Washington and is passionate about public service. After earning her Bachelor’s degree in social work and a Master’s degree in Human Services, Kate worked with a group of non-profit organizations in New Jersey promoting legislative advocacy and legal rights for under-privileged women. When asked to describe her HJP volunteer experience, Kate said, “I started volunteering at the Housing Justice Project to obtain real world legal experience. I keep coming back because I like being a part of an organization that helps families. I enjoy meeting and working with a diverse group of professionals who are helping to make a difference in our community.” Reprinted with permission of Pro Dicta www.probonodicta.org VOLUNTEERS  NEEDED  FOR  CITIZENSHIP  DAY! As  a  previous  Ci-zenship  Day  volunteer  we  are  asking  again  for  your  support!  We  are  looking  for  immigra-on  a<orneys,  paralegals,   interpreters  and  other  volunteers  to  assist  with  CITIZENSHIP  DAY,  a  partnership  between  OneAmerica  and  the  Washington  State  Chapter  of   the  American  Immigra-on  Lawyers  Associa-on  (AILA).                                                                                                                                                                                                       WHEN:  Saturday,  November  19,  2011  from  8:00  a.m.  to  5:00  p.m.   SITES:  Centralia,  Pasco,  Tukwila  and  Yakima Washington  New  Americans,  a  program  of  OneAmerica,  promotes  successful  integra-on  by  connec-ng  Legal  Permanent  Residents  to  the   informa-on  and  services  they  need  to  successfully  pursue  ci-zenship  and  become  ac-ve  members  of  our  community.  Ci-zenship  Days,  held   in  partnership  with  AILA  and  community  organiza-ons  across  the  state,  offer  assistance  with  ci-zenship  applica-ons  in  12  ci-es  in   Washington  State.    Last  year,  we  had  over  375  volunteers  suppor-ng  Ci-zenship  Days  and  were  able  to  serve  650  individuals  at  12  sites   across  the  state!  Visit  our  website  www.wanewamericans.org  for  more  informa-on. We  need  YOU  to  make  our  CiSzenship  Days  successful!     SIGN  UP  NOW  AT  hWp://www.wanewamericans.org/CiSzenship_Day_Volunteers      MORE  INFORMATION  ON  VOLUNTEER  ROLES:     ALL  volunteers  will  be  required  to  a<end  trainings  prior  to  the  day  of  the  event.  Trainings  will  be  held  via  conference  call  or  in  person.    If  you   cannot  make  it  in  person  or  call  in,  a  video  recording  of  the  training  will  be  available.  We  will  follow  up  shortly  with  specific  dates  and  Smes   for  the  trainings.   AWorneys:  Meet  one  on  one  with  clients  to  determine  eligibility  for  naturaliza-on,  answer  ques-ons,  review  applica-ons  for  accuracy,   provide  further  instruc-ons  for  follow  up  or  filing.  A<orneys  may  also  review  the  work  of  other  a<orneys  during  client  checkout.    You  must   be  a  licensed  a<orney  to  fulfill  this  role.    ALL  a<orney  volunteers  must  have  been  in  prac-ce  for  at  least  2  years,  AND  have  completed  at  least   five  (5)  N-­‐400  applica-ons  over  the  course  of  those  two  years.   Paralegals:  Meet  one  on  one  with  clients  to  help  complete  naturaliza-on  forms.    Paralegals  may  NOT  provide  legal  advice.  This  could  be  a   great  role  for  cer-fied  paralegals,  non-­‐immigra-on  a<orneys,  and  law  students  seeking  to  gain  experience  in  immigra-on  law.     Interpreters:  Interpret  verba-m  between  clients  and  paralegals  or  a<orneys  and  other  volunteer  staff.  Ensure  that  clients  and  paralegals/ a<orneys  understand  each  other  and  contents  of  all  forms,  documents  needed  for  naturaliza-on.  Interpreters  may  NOT  provide  legal  advice   except  as  direct  transla-on  of  advice  given  by  a<orney.    Interpreters  of  all  languages  are  welcome,  par-cularly,  those  with  Spanish,  Russian,   Somali,  Chinese,  Korean,  and  Vietnamese  skills,  among  other  languages.   General  Support:    Help  as  directed  by  Site  Coordinators  with  set  up/take  down  at  facility,  signage,  client  intake,  rou-ng  of  clients  through  the   facility,  copying  and  assembling  documents,  answering  non-­‐legal  ques-ons,  passing  out  informa-on  documents,  help  with  food  and  drinks   for  volunteers.    These  volunteers  perform  the  tasks  needed  to  make  Ci-zenship  Days  successful!  

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PARALEGAL WEEK 2011 By Brian Haberly, RP®

Governor Gregoire has proclaimed the week of October 24th through October 28th as Paralegal Week 2011! Please notify both your supervising attorney, your General Counsel, and your HR department of this special week, so that all the paralegals in your office can get the recognition they deserve. Some offices have used this time for employee recognition, paralegal promotions and awards, lunches, or continuing legal education. It is WSPA’s hope that several employers will choose to honor their paralegals’ contributions to the legal team by sending them to the WSPA Fall CLE program, set for Friday, October 28th. Consider printing a copy of the Governor’s Proclamation for your internal publications, or to post prominently in your work space. It is bound to be a Conversation Starter!


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Join  Us  at  the  WSPA  Fall  2011     CONTINUING  LEGAL  EDUCATION  PROGRAM    

October  28,   2011-­  8 :00  am  to  4:30  pm   at  the   Washington  State  Convention  Center   800  Convention  Place  Seattle,  WA  98101-­2350  

 

     

 

 

     

 

Designed  for  the  Mid-­Level  to  Advanced  Paralegal,  tKLV\HDUœVSURJUDPZLOORIIHUDZLGH variety  of  classes  that  fit  your  needs  and  interests  via  two  concurrently  running  tracks  of   four  sessions  each  in  the  specialty  areas  of  Litigation  and  Professional  Development.    

Experienced  attorneys,  paralegals  and  legal  service  providers  will  provide  valuable  and   timely  information  designed  to:    

x x x

Enhance  your  knowledge  in  a  specific  area  of  law   Keep  your  core  paralegal  skills  up-­to-­date   Offer  career  development  guidance  and  build  your  professional  network.  

 

Registration  for  WSPA  Members  is  $175  for  the  full  day  or  $100  for  a  half  day    

We  will  also  celebrate  Washington  State  Paralegal  Week,  October  24  through   2FWREHUDQGKDYHWKH*RYHUQRUœV3URFODPDWLRQRQYLHZ!      

Register Securely Online today at: www.acteva.com/Go/WSPA (select the Fall 2011 Paralegal CLE Registration option). Hurry! Special Early Bird pricing ends Oct. 7th! Last day to register is Oct. 26th. -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    -­    

The  Washington  State  Paralegal  Association  (WSPA)  is  a  not �� for  profit  professional  association.       Our  Mission  is  to  enthusiastically  support  and  promote  the  paralegal  profession  in  the  State  of  Washington.     For  more  information  about  WSPA,  visit  our  website  at  www.wspaonline.org.  

18

Findings & Conclusions


PROFESSIONAL DEVELOPMENT Track Speakers &KHUH%(VWULQ Chere  B.  Estrin  has  written  ten  career  books  including  Hot   Jobs  &  Amazing  Careers:  Smart  Moves  for  Paralegals;͞  The   Paralegal  Career  Guide  Fourth  Edition  and  The  Successful   3DUDOHJDOœV-RE6HDUFK*XLGH6KHLVDIRUPHUH[HFXWLYHZLWK a  Fortune  500  corporation,  an  administrator  in  two  major  law   firms  and  a  successful  entrepreneur.  She  has  been   interviewed  by  Newsweek,  The  Los  Angeles  Times,  The   Chicago  Tribune  and  other  publications.  Ms.  Estrin  is  a   national  seminar  speaker.  She  is  co-­founder  and  Chairperson   of  The  Board  of  Directors  of  the  Organization  of  Legal   Professionals.  (www.theolp.org);͞  CEO  of  the  National   Association  of  Freelance  Legal  Professionals;͞  editor-­in-­chief  of   KNOW,  The  Magazine  for  Paralegals,  the  OLP  UPDATE  and   FREELANCER  Magazines.  Previously,  she  held  the  position  of   FDUHHUDGYLFHFROXPQLVWIRUDQGZDVQDPHG³&DUHHU*XUX´IRU Legal  Assistant  Today  magazine..     -XGLWK0DLHU0%$-'   Judi  Maier  has  over  35  years  of  business  experience  in  the   finance,  health  care,  legal,  marine,  and  commercial/retail   areas.  Her  experience  includes  the  management  of   information  technology  for  businesses  ranging  in  size  from  20   to  2,000  employees.     3HJ0DUFNZRUWK   Peg  Marckworth  is  the  principal  of  Marckworth  Associates.   She  creates  brands  for  companies  that  set  them  apart  from  the   competition  and  catch  the  attention  of  the  right  clients.  Peg  has   a  20+  year  career  in  communications:  she  co-­owned  an  award -­winning  public  relations  firm,  was  a  child  welfare   administrator,  a  Washington  State  lobbyist,  and  a  family   therapist.  Peg  has  served  on,  and  chaired,  non-­profit  boards   throughout  her  career.    She  currently  sits  on  the  on  Board  of   Directors  of  The  E.B.  Dunn  Historic  Garden  Trust.   .DWH:DWHURXV Kate  Waterous  has  over  twenty-­five  years  of  legal  experience   including  nineteen  in  the  intellectual  property  field  working  both   in  law  firms  and  corporate  settings.    As  a  Paralegal  Manager,   she  currently  leads  a  cross-­functional  group  of  nine  for   Intellectual  Ventures  Legal  Services  and,  among  other  things,   is  responsible  for  providing  answers  to  data  requests  regarding   KHUJURXSœVZRUNDQGDVVHWVDQGXVHV([FHO3LYRW7DEOHV regularly.    Kate  earned  a  Certificate  in  Intellectual  Property   Rights  Management  from  the  University  of  Washington,  holds   a  J.D.  from  Suffolk  University,  and  a  B.A.  from  Wellesley   College.      She  has  been  a  member  of  WSPA  since  2007.  

Litigation Track Speakers (G$GDPV   Ed  Adams  is  currently  an  Instructor  with  the  Litigation  Services   Training  and  Consulting  division  of  LexisNexis;͞  focusing   primarily  on  the  CaseSoft  Suite  of  products.  Ed  conducts   presentations  and  training  sessions  demonstrating  how   attorneys  and  paralegals  can  best  utilize  the  following  products   Concordance,  CaseMap,  TimeMap,  and  TextMap  for  fact   management  and  analysis  during  the  Litigation  Lifecycle.   /LVD*XWHUVRQ%UDYHUPDQ   Lisa  Guterson  Braverman  is  a  Litigation  Specialist  with   LexisNexis,  where  she  supports  the  LexisNexis  Litigation   Solutions,  including  LAW  PreDiscovery,  Concordance,  CaseMap   and  TextMap,  at  almost  100  large  law  firms  throughout  the   Pacific  Northwest  and  Northern  California.     (ULF3%ODQN   Eric  P.  Blank  is  the  founder  and  Managing  Attorney  of  Blank   Law  &  Technology  P.S.    Mr.  Blank  has  conducted  more  than   100  investigations  into  computer  and  software-­related  torts  and   employee  misconduct.  He  has  provided  defense  and   prosecution  on  an  expedited  basis  of  intellectual  property  claims,   and  the  release  and  protection  of  new  products.    Mr.  Blank's   practice  includes  electronic  evidence  support  services  in   litigation  and  investigations  through  Blank  Law  &  Technology's   Electronic  Document  Investigation  (EDI)  services.  

WSPA  Fall  2011     Continuing  Legal   Education  Program    

October  28,  2011   8:00  am  to  4:30  pm    

at  the  Washington  State   Convention  Center,  Seattle,  WA  

-XVWLQ5RRGPDQ $V3UROXPLQDœV%XVLQHVV'HYHORSPHQW([HFXWLYHIRU/LWLJDWLRQ Support  Services,  Justin  Roodman  is  responsible  for  developing,   maintaining  and  improving  client  relationships.    His  focus  is   ensuring  that  every  member  of  the  trial  team  knows  they  can   trust  in  Prolumina  to  be  their  one-­stop  show  for  any  Litigation   Support  Service  ¹  ZKHWKHUWKDWœVDXGLRYLGHRGXSOLFDWLRQ e-­Discovery,  webcasts,  document  scanning/copying,  video   conferences,  video  production  (including  depositions),  editing  or   transcript  syncing.     'RQQD=LHJOHU   Donna  Ziegler  has  been  a  Civil  Litigation  Paralegal  since   1996.    She  previously  worked  as  a  Court  Reporter  reporting   Superior  and  Supreme  Court  trials,  Environmental  hearings,   Juvenile  Court  dependency  and  mental  health  hearings  at   Western  State  Hospital.  Donna  is  the  past  Vice  President  of   Professional  Development  for  the  Washington  State  Paralegal   Association,  and  now  is  the  Director  of  Marketing  and  Vendor   Relations.    Donna  is  currently  a  Litigation  Paralegal  for  Davies   Pearson  Law  Firm  in  Tacoma,  Washington.    

WSPA  thanks     ,WœV([KLELWRUVDQG6SRQVRUV  


WSPA Fall 2011 Advanced CLE Conference Friday October 28, 2011 Washington State Convention Center

Mail-In Registration Form (Or register online at: www.acteva.com/Go/WSPA)

Full Day Registration

NonMember $200.00

Half Day Registration

$125.00

$ 100.00

$50.00

Unemployed/Not-Yet-Employed Rate

N/A

$45.00

$45.00

Special Combined New Student Member & CLE Package Rate

N/A

N/A

$125.00

Exhibitor (includes 6’ table, 2 registrations) Sponsorship (various level: $500 or $1000 or $1500 or $2500) Please see sponsorship and Exhibitor Guide

$200.00

$200.00

$200.00

$

$

$

REGISTRATION FEES:

Qty

Qty

WSPA Member $175.00

Qty

WSPA Student/ Govt. $100.00

SUBTOTAL 10% Discount for 2 or more full or half day registrations from same organization (must be processed at same time) Early Bird Discount (Must Register by 10/07/11) = $25 savings per each registration

GRAND TOTAL

Please make Checks payable to “WSPA” and Return

registration and payment by 10/24/11 to: WSPA PO Box 58530 Seattle WA 98138-1530

$

.00

$

.00

$

.00

$

.00

$

.00

$

.00

$

.00

$

.00

$

.00

Mailed-in-Registrations must be received by October 24th to be properly processed. For fastest processing, please register online via our secure online payment web page at:

www.acteva.com/Go/WSPA)

Questions? Please contact vp-profession@wspaonline.org

Please Print or Type: Name(s) of Attendees:

E-Mail(s):

Attendee 2: Attendee 3: Attendee 4: Law Firm/Company or Employer Name/School: Mailing Address: City: Telephone: Which track will you be attending?

State: WA

(For estimating purposes, you may attend any session)

Zip:

1st Session

2nd Session

3rd Session

4th Session

Litigation Professional Development Cancellation/Refund Policy: Cancellation requests received by Oct. 21st will be refunded in full, minus any Acteva and Credit Card processing fees. Cancellation requests received by October 25th will be refunded 50%, minus any Acteva and Credit Card processing fees. Sorry, WSPA cannot refund cancellations requests received on or after October 26th. Registrations may be transferred to another employee in your office.


Membership Application

Washington State Paralegal Association

Membership Year 1/1/2011 to 12/31/2011

PO Box 58530, Seattle WA 98138

Important: This form should be used only to apply for new membership. If you are a current WSPA member, please use the Membership Renewal form. You may also Renew and pay by credit card securely online at

http://www.acteva.com/GO/WSPA. Applicant Name: Mailing Address:

Daytime Phone: __________________________ Evening Phone: __________________________ Fax Number: ____________________________ Alternate Email Address for emergencies:

Primary Email Address:

Employer Name & Address (if applicable):

Does your Employer pay for your Dues? Yes ____

No _____

Can we send a thank you note to your manager? If yes, supply Manager or Paralegal Supervisor name and email address:

WSPA Membership Categories Type (Check one and submit the appropriate membership fee with your application. Make checks payable to WSPA. WSPA is a Washington nonprofit corporation, Tax ID # 51-0140447):

! Voting Member - $100.00 - Any paralegal (see definition on reverse) living or working in Washington State holding an associate or bachelors degree and at least 24 semester hours in paralegal studies, OR with minimum of three years experience as a paralegal as defined by NFPA (see reverse). 10 CLE credit hours per year are required to maintain voting status when renewing voting membership.

! Non-Profit or Government Employee Member - $75.00 – Any individual eligible for voting membership who works for a federally recognized non-profit [501(c)(3)] organization or a government agency (including armed forces).

! Student Member - $50.00 - Full-time student currently enrolled in a paralegal program & not eligible for voting nor associate membership status.

! Associate Member - $100.00 – Any individual unable to meet the requirements of the above 3 membership categories. ! Sustaining Member - $200.00 - Any person, partnership, organization, or other entity interested in supporting the purposes of the Association. PLEASE USE THE SEPARATE SUSTAINING MEMBERSHIP FORM RATHER THAN THIS FORM.

Who referred you to WSPA? (Please be specific so that we can thank them!): ______________________________

Special Qualifications:

! PACE® Registered Paralegal

Chapter Affiliation(s): ! East King County ! Northwest ! Spokane ! South Puget Sound

! LPO

! CLA (Certified Legal Assistant)

! Seattle ! Snohomish County ! South King County ! Central Washington ! Other: _______________________

Check all areas in which you are willing to help: ! Chapter Activities ! Events (CLE's, Convention) ! Membership ! Newsletter ! Job Bank Admin. ! Other:_______________________________________________________________________ **Please visit our website at www.wspaonline.org to sign up for specific list servs. Please note that by participating in these list servs, you will receive regular e-mail updates and have the opportunity to participate in e-mail discussion of issues relevant to the list serv.**

WSPA Membership Application- Membership Application form

page 1


Education: (check all completed)

! Assoc. Degree, Paralegal Studies* ! Assoc. Degree, Other ! Bachelor's Degree, Paralegal Studies* ! Bachelor's Degree, Other

! Certificate in Paralegal Studies* ! Master's Degree ! Other Postgraduate Degree ! Other: ____________________________

*Must include 24 semester credit hours (or equivalent) of paralegal specialty courses. See Bylaw 2.1.1 for credit hour requirements.

**If you are currently enrolled in a paralegal studies program, give: Name of the school/program: __________________________________________________________________________ Location:_____________________________

Length of program:_______________________

Degree expected: Type:_________________

Month & Year:___________________________

Employment: Number of years of experience as a paralegal _______.

Current status (Check all applicable):

!Employed full-time as a paralegal !Employed full-time, not as a paralegal !Full-time student in a paralegal program** !Unemployed

!Employed part-time as a paralegal !Employed part-time, not as a paralegal !Part-time student in a paralegal program** !Other: _________________________

Employer Type:

!Private Law Firm !Public Service Agency !Corp. Legal Dept./Other Private Industry

!Government Agency !Self-employed/freelance/contract !Temporary Employment Agency

Practice Areas (check all areas in which you regularly practice):

!Admiralty/Maritime !Commercial Torts !Elder Law !Estate Planning !Intellectual Property !Personal Injury !Tax

!Bankruptcy !Civil Litigation !Collection !Contracts !Corporate/Business !Criminal !Employment/Labor !Environmental !ERISA/Employee Benefits !Family/Domestic !Foreclosures !Government !Land Use !Legal Technology !Malpractice/Professional Liability !Probate !Real Estate !Securities !Workers Compensation !Other:__________________________________

Definitions Paralegal (NFPA Definition): A paralegal is a person qualified through education, training, or work experience to perform substantive legal work that requires knowledge of legal concepts and is customarily, but not exclusively, performed by a lawyer. This person may be retained or employed by a lawyer, law office, governmental agency, or other entity or may be authorized by administrative, statutory, or court authority to perform this work. For additional definitions, requirements, and various other information, check our web site at http://www.wspaonline.org.

Signature: I affirm that the information given in this application is true and correct and that I meet the requirements for the membership category indicated above.

Signed:

Date:

Please mail your completed application and check made payable to "WSPA" to:

WSPA Membership Dept. P.O. Box 58530 Seattle WA 98138

WSPA Membership Application- Membership Application form

page 2


Washington State Paralegal Association

2011 Membership Renewal Form

PO Box 58530, Seattle WA 98138-1530

For the Membership Period of 1/1/2011 to 12/31/2011

Important: This form should be used only to renew a current or previous WSPA membership. If you are applying for a new WPSA membership, please Join Online at www.wspaonline.org. You may also Renew and pay by credit card securely online at http://www.acteva.com/GO/WSPA (Renewing Member option)

Member’s Name:

WSPA Membership Number (if known):

Mailing Address: Daytime Phone: Evening Phone:

!!!!

Check here if this is an updated Mailing Address

E-Mail Address (primary): E-Mail Address (secondary):

WSPA Membership (See below for definitions and requirements.) Check one and submit the appropriate membership fee with your application. Make checks payable to WSPA. WSPA is a Washington not-for-profit 501(c)(6) organization, Tax ID # 51-0140447:

" Voting Member - $100.00

Employer Paid?

"Yes

"No

" Non-Profit or Government Employee Member - $75.00 I hereby certify that I qualify for voting membership by reason of education and/or experience, as described below. If I have previously been a voting member for a year or more, I further certify that I have met the CLE requirement for continued voting membership, and I have attached the necessary CLE Declaration. Signed:_______________________________________________________________________________

" Associate Member - $100.00 " Student Member - $50.00 Definitions & Requirements Paralegal (NFPA Definition): A paralegal is a person qualified through education, training, or work experience to perform substantive legal work that requires knowledge of legal concepts and is customarily, but not exclusively, performed by a lawyer. This person may be retained or employed by a lawyer, law office, governmental agency, or other entity or may be authorized by administrative, statutory, or court authority to perform this work. Substantive shall mean work requiring recognition, evaluation, organization, analysis, and communication of relevant facts and legal concepts.

Membership Types – Voting Membership - $100: Any paralegal (see definition above) living or working in Washington with an associate or bachelors degree and 24 semester hours in paralegal studies OR having a minimum of three year’s experience as a paralegal as defined by NFPA. 10 CLE credit hours are required to maintain voting status when renewing membership after one full year as a voting member. Non-Profit or Government Employee Member - $75.00 – Any individual working for a federally recognized non-profit [501(c)(3)] organization or a government agency (including armed forces). Eligible to vote and hold office and is subject to the same requirements as other voting members (see above). Student Membership - $50: Any student currently enrolled in a paralegal program & not eligible for voting nor associate membership status. Student membership is limited to 4 years. Associate Membership - $100: Individuals not eligible for voting, nonprofit, governmental, or student membership. CLE Credits: 10 credits are required each year to renew as a voting member or a nonprofit or governmental member after one full year of voting membership. Up to 15 unused credits may be carried over to satisfy the next year’s requirement. See bylaws and CLE guidelines printed on the web site of the Association (http://www.wspaonline.org). To file this Renewal Form with your check payment (payable to WSPA), Mail it to WSPA, P O Box 58530, Seattle, WA 98138-1530; Questions? Please email for assistance to: info@wspaonline.org


September - October 2011 Newsletter