Agenda / Content Covered

10:00 am to 5:00 pm Eastern Standard Time

1. Discovery Process Management Obstacles
   10:00 - 10:45, Patricia Lee
   1. Complying with Local Rules
   2. Drafting Strong Discovery Requests
   3. Preparation and Service of Subpoenas
   4. Preparing Comprehensive Summaries for Attorneys
   5. Dealing with Incomplete Responses
   6. Accurate and Comprehensive Tracking of Discovery
2. Managing and Organizing E-Discovery
   10:45 - 11:30, Karin M. Scheehle
   1. FRCP Rules - Ensuring Legal Requirements are Met
   2. Identifying, Collecting and Preserving ESI
   3. Managing and Controlling Costs
   4. Minimize Risk of Spoliation Claims
   5. Processing, Reviewing, Producing and Presenting ESI
   6. Metadata Concerns for Authentication
   7. Ensuring Data Privacy and Security
3. Depositions: Scheduling, Preparation and Summary Challenges
   11:45 - 12:30, Patricia Lee
   1. Setting Up and Managing Deposition Schedules
   2. Assembling, Labeling and Organizing Relevant Documents and Exhibits
   3. Staying on Top of Deadlines for Subpoenas, Notices and Objections
   4. Preparing Clients, Witnesses and Experts
   5. Fully Preparing for Each Deposition
   6. Careful and Accurate Review and Summarization
4. Staying on Top of Case Management, Organization and Communication
   12:30 - 1:15, Mark Hazelbaker
   1. Cautiously Calendaring and Docketing
   2. Crafting an Efficient Tracking System
   3. Organizing and Updating Case Files
   4. Coordinating Communication Between Parties
   5. Leveraging Technology in Litigation
   6. Savvy Legal Research and Online Investigation Tips
5. Building Powerful Trial Notebooks, Exhibits and Logs - Helping Attorneys Succeed at Trial
   1:45 - 2:30, Mark Hazelbaker
   1. Organizing and Maintaining Trial Binders
   2. Creating User-Friendly Digital Trial Notebooks
   3. Effortlessly Searched Exhibit and Witness Logs
   4. Ensuring Witnesses are Prepared
6. Following Key Rules When Customizing Forms
   2:30 - 3:15, Mark Hazelbaker
   1. Key Rules to Follow
   2. Creating Editable Forms and Questionnaires
   3. Forms for Document Production Scenarios
   4. Forms for Document Review Scenarios
   5. Forms for Electronically Stored Information Discovery
   6. Using Rules to Guide Information Collection and Storage
   7. Using Rules to Guide Information Analysis and Synthesis
   8. Using Rules to Guide Trial Exhibit Preparation
   9. Evidence Chart Development
   10. Practical Pointers from the Judicial Perspective
7. Efficiently Assisting at Trial
   3:30 - 4:00, Karin M. Scheehle
8. Ethics for Litigation Paralegals
   4:00 - 5:00, Karin M. Scheehle
   1. Avoiding UPL in Litigation
   2. Handling Client Files
   3. Billing and Timekeeping
   4. Ethics of Discovery and Evidence
   5. Maintaining Confidentiality

Accreditation Details:

MARK HAZELBAKER is an attorney with Kasieta Legal Group, LLC. He continues to emphasize representation of local governments, small businesses, and litigation. Mr. Hazelbaker began his career as legal counsel of the Wisconsin Counties Association. He served as personnel director/corporation counsel, and later as administrative coordinator for Manitowoc County. Mr. Hazelbaker has been in private practice since 1992, first with downtown Madison law firms, and then in his own firm since 1999. He has lectured many times on labor and employment law, land use law, and municipal law for various business and professional groups. Mr. Hazelbaker has also published law reviews and other articles. He is a member of the Dane County Bar Association and the State Bar of Wisconsin (Litigation and Labor and Employment and Government Lawyers Division sections). Mr. Hazelbaker earned his B.A. degree from the University of Wisconsin and his J.D. degree from the University of Wisconsin Law School.

PATRICIA LEE is a partner in the law firm Hutchison & Steffen PLLC, practicing primarily in business and commercial litigation, including, but not limited to, partnership/shareholder disputes, contract enforcement/defense, non-competition agreements, and commercial lease review and litigation, family law, trademark registration and litigation, collections, mechanic’s liens/foreclosures, and medical claims billing. She is the current president of the Las Vegas Chapter of the National Bar Association Foundation and was appointed by Governor Gibbons to serve as chair of the Nevada Crime Commission. Ms. Lee is currently on the Board of Directors for the Legal Aid Center of Southern Nevada and she was named Legal Aid's Pro Bono Attorney of the Year. She became the first Nevada attorney to receive the American Bar Association’s national Pro Bono Publico Award for her demonstrated outstanding commitment to volunteer legal services for the poor and disadvantaged. She earned two B.A. degrees from the University of Southern California and her J.D. degree from George Washington University Law School.

KARIN M. SCHEEHLE is a litigation paralegal for Gallagher & Kennedy, P.A., in Phoenix, Arizona, working on multi-million dollar personal injury cases. She has more than 30 years of experience working in the legal profession and is an experienced litigation paralegal, law firm administrator, and technology manager. Although the vast majority of her experience has been in litigation, she has also worked in other areas of the law including real estate, corporate, admiralty, and administrative law. Ms. Scheehle has assisted in more than 50 trials in California, Texas and Arizona, including the largest securities trial in Maricopa County where more than 9,000 exhibits were marked and more than 60 witnesses testified. She specializes in technology enhanced case management and electronic trial presentation. Ms. Scheehle received her certified paralegal designation from the National Association of Legal Assistants (NALA) and several advanced certifications in litigation, personal injury, and ediscovery. She has a B.S. degree in management, graduating with honors; and an M.B.A. degree with emphasis in technology management. Ms. Scheehle is a certified case logistics administrator and a certified ediscovery specialist. She has taught numerous seminars both locally and nationally, predominately in the areas of litigation, technology, ethics, case management, and law firm management. Ms. Scheehle has had articles published in both local and national publications. She has also served as a guest lecturer at several legal assistant schools and currently teaches as adjunct faculty in the ABA approved legal studies program at Phoenix College in Phoenix, Arizona. Ms. Scheehle served on the Board of Directors of the Arizona Paralegal Association for 15 years and NALA's Board of Directors for 10 years. She also served on NALA's Certifying Board for three years and on the Professional Development Committee for three years (including two years as chair). Ms. Scheehle served on several NALA committees tasked with developing advanced certification courses and is a frequent lecturer for NALA Campus Live and co-presented technology-related seminar tracks at three NALA national conventions.