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Next Meeting: March 28, 2013, 12:00 p.m. at the Minnesota State Bar Association Offices


2011-12 Meeting Minutes
Minutes from prior years

9/22/11 | 10/27/11 | 11/17/11 | 1/26/12 | 2/23/12

MSBA PARALEGAL COMMITTEE MEETING
MINUTES
Thursday, February 23, 2012


The meeting was convened at 4:15 p.m.
ATTENDEES:   In Person:  Sarah Dannecker, Patti Drury, MSBA President – Brent Routman, Staff Liaison – Nancy Mischel.  By phone:  Mary Fenske, Cindy Costello, DeAnne Brooks, Penny Cierzan, Barb Peppersack, Sally Dahlquist.

  1.  Meeting Minutes:  Meeting minutes from January 26, 2012 were approved.
  2. Clarification to February 23, 2012 meeting Agenda: 3) Discussion with Brent Routman re advertising CLE through section chairs and Committee 36 discussion of possible seminar on Paralegal Utilization with Committee 36.
  3. Update on CLE preparation
  4. Addition of Bor Yang as panel discussion member for Family Law section of CLE.  Bor is a professor of Family Law at NHCC, has her own Family Law practice and can speak on relevant topics as well as how she partners with paralegals in her profession. 
  5. Bor Yang and entry level paralegal to be part of panel discussion and provide input on what a paralegal can do within the family law practice and possibly have a senior paralegal discuss their role within a family law practice.
  6. Need to find a main speaker for Family Law part of the CLE - Mary Fenske will email Bor for Hot Topic areas in family law and provide Sarah Dannecker with suggestions for topics as well as potential speakers.  September Holmblad to email Susan Rhode and/or Dana McKenzie for potential mail speaker role?
  7. Sarah Dannecker to follow up with Helen Federline regarding topic and suggestions for panel speakers (attorneys and paralegals) for Solo/Small Firm Panel part of the CLE.
  8. Do we need to find a main speaker for this part of the CLE?
  9. Damien Riehl has agreed to present on Cloud Computing for the Cloud Based Technology part of the CLE.  Damien will provide DeAnne Brooks with his bio and presentation intro before next Paralegal Committee meeting.  Damien will present in the 2-3pm timeslot.
  10. Do we need to find panel speakers for this part of the CLE (attorney and paralegal)? Sarah Dannecker to contact Carol Cummins for possible panel participation?
  11. Are we planning to present something at the start of the CLE on Paralegal utilization (see Topics section on webinar Cheat Sheet)– an intro leading into the CLE, brief background on what a paralegal is, how they increase attorney practice, economics of using a paralegal, etc.?
  12. Live facilitator for CLE? – touched on briefly, but no decision was made as to who this will be – need ideas.
  13. How are we going to integrate the Q&A portion into the CLE?
  14. Registration Process – we need to finalize details regarding how to get the information from about the registration process (logging in to the webinar) to the registrants.  Possibly have Mary Fenske email IT at NHCC for this information – is the registration info provided in an email that we can distribute to registrants?
  15. CLE approval: Nancy will submit the request for CLE credit approval once the agenda for the day, bios of all speakers and materials to be presented have been provided to her.
  16. Advertising the CLE
  17. Discussion with Brent on how to advertise – provided the following suggestions:

Counsel of Sections/Section Chairs
Digest
Bench and Bar
President’s column

  1. Consensus is that CLE presentation needs to be formalized before we can successfully advertise – due date to have advertisement requests go out to various groups= March 16, 2012
  2. Sarah Dannecker to work on coordinating advertisement once CLE details have been finalized
  3. Sponsor letter  - Penny provided a draft of a mock sponsor letter
  4. 2 areas to be finalized: “brief outline of the webinar” and “sponsorship levels”
  5. Mary Fenske to talk to IT at NHCC to figure out how vendors can be “advertised” on the webinar – once this is determined, Sarah and Penny to finalize sponsorship levels
  6. Deadline to send out finalized sponsor letter to vendors = March 31, 2012
  7. Penny and Sarah to meet on March 7, 2012 to work on (h) (i) and finalize
  8. Paralegal committee members to review vendor list and email Penny and Sarah if you have a relationship with any vendor – we are looking for volunteers to help distribute the letters to the various vendors!!
  1. Update on utilization manual.

Sarah Dannecker will send an email to Janice for another update on the completed utilization manual assignments(what sections are incomplete) and will send out 2 further emails (1 reminder, 1 final) regarding missing assignments

  1. Decision made to have all sections finalized (drafted, proofed, revised, and finalized) by April 15, 2012
  2. Any sections not completed by this date will not be included in the utilization manual
  3. Copies of utilization manual to be provided to registrants of the CLE – will need to work with Renae Fry once we have the completed manual for copies and possible binding
  4. MSBA Committee 36 – discussion with Brent and he is in agreement that any involvement with Committee 36 on the part of the Paralegal committee would be welcome
  5. Making copies of the utilization manual available on the Committee 36 website
  6. Paralegal seminar
  7. Status of proposal for Paralegal Reception: Nancy submitted the proposal and will advise once a decision is made 
  8. Other Business.  NA
  9. Next meeting:  March 22, 2012 at 4:15 p.m.


The meeting was adjourned at 5:25.

Minutes prepared by:  Sarah Dannecker
Approved: 

MSBA PARALEGAL COMMITTEE MEETING
MINUTES
Thursday, January 26, 2012

The meeting was convened at 4:15 p.m.

ATTENDEES:   In Person:  Michelle McCullough, Jean Diekmann, Patti Keyes, Staff Liaison – Nancy Mischel.  By phone:  Mary Fenske, Cindy Costello, Helen Federline, Penny Cierzan, Janice Voshoska.

1.)  Meeting Minutes:  One revision noted:  Under NHCC Seminar on Utilization – Costs:  Renae Fry’s law firm would cover the cost of the copies and would also do binding if needed at some point.   Minutes were otherwise approved.

2.) Update on completed assignments for utilization manual

Sarah Dannecker sent an email with an update regarding the article revisions and assignments.    Jean Diekmann and Patty Drury will advise Nancy Mischel on status of each and Nancy update through link on the website.  Sarah’s email will be redistributed to everyone.

3.) Review of Solo Attorney/Small Firm calendar of upcoming CLE events.

Michelle checked the calendar and did not note much posted at this date.

This section is working on a 3 part series on litigation – 3 separate topics, over 6 week period covering effective motion practice, evidence and appeals 101.  Hoping to present in February. 

4.) CLE Topic selection.

Discussed what topics we may want to present at the CLE and were in agreement that they should be identified today.  The group decided on the three: 

Family Law:  Mary Fenske will discuss with her instructor.

Solo/Small Firm Panel – 4 attorneys and 4 paralegals; and

Cloud Based Technology.

We do have some names but are looking for more suggestions to provide a variety of speakers.

5.) Sponsors.

Penny will put together a mock up letter and list of sponsors.  Discussed breaking the list down to make calls to the sponsors.  Also, should work on possible script when we do reach out.

6.) Request for MSBA funding.

We have the opportunity to request funding from the MSBA for projects during the next bar year (July 1, 2012 – June 30, 2013).  Nancy is going to put a proposal together for a Paralegal Reception to be held at the MSBA Offices.  We would hold this reception in the hopes of attracting new paralegal members.  We had done this in the past and Helen seemed to recall that we had 50 or so attendees.   We will also include in the budget a request for a give-away of one free paralegal membership to a paralegal attending the reception.  The request must be made in writing by February 1st.  Michelle will send out an email to the committee advising them of this and request any other suggestions from anyone for funding requests to be made asap.

7.) MSBA Committee 36.

This committee was started in response to the unique challenges new law graduates face as they enter the profession, including but not limited to: securing employment, gaining practical professional training, connecting with other members of the legal community, and debt burden.  

Through the work of Committee 36, the MSBA will connect new members of the profession with supportive members of the Minnesota legal community, provide resources, create educational and social programming, and assist new graduates with the transition into the profession for the benefit of the graduates and the profession as a whole.

This could be a wonderful opportunity for our committee to host a short seminar for the initial and future cohorts on paralegal utilization.  Michelle will send an email to Brent about the possibility. 

8.) Other Business.  NA

9.) Next meeting:  February 23, 2012 at 4:15 p.m.


The meeting was adjourned at 5:25.

Minutes prepared by:  Patti Keyes
Approved: 


MSBA Paralegal Committee Meeting
Minutes
November 17, 2011

The meeting convened at 4:15 p.m
ATTENDEES:  In Person:  Sarah Dannecker, Co-Chair; MSBA Staff Liaison:  Nancy Mischel; Members: DeAnne Brooks, September Holmblad, Cindy Costello, Patti Drury, Helen Federline, Barb Peppersack, Jean Diekmann, Patti Keyes.  By phone:  Mary Fenske

  1.  Meeting Minutes from October 27, 2011 were reviewed.  One correction – Joan Biebelhausen’s name should be removed from (d) as a potential speaker for solo firms and listed in (e) with Judge Morrow under for Lawyers Concerned for Lawyers in the “Recruit Speakers” section.   Minutes were approved.
  2. News, Announcements and Association Updates:
    1. The MPA Fall Social is scheduled for this evening. 
    2. Meeting of all MSBA committee chairs is scheduled for Tuesday December 6th.  Sarah Dannecker is planning to attend to report updates and projects currently being undertaken by our committee.
  3. Current Projects:   

NHCC Seminar on Utilization.

    1. Sarah Dannecker has been talking with Renae Fry.  They discussed:
      1.  Possibility of promoting advanced topics.  Come up with a list of areas that need attention and would increase visibility of the paralegal role and partnership with attorneys.  What things are relevant to the practitioner?
      2.  Using a team approach (paralegal and attorney) for presentation.  Use a dialog between attorneys and paralegals covering how they work together. 
      3.  Costs.  Back end:  IT costs should run around $2,000.  Should include 6 hours of web contact available for 6 months to a year after the seminar.  Upfront costs would include marketing, advertising and promotion.  This should be the biggest up front cost.  Renae could copy materials at N. Hennepin for no charge. 
    2. Advertising. 
        1.   We need to determine the best approach to advertise.  E-blasts, mailing lists, section chairs to get the word out, website link to events, Bench & Bar on calendar.  The more places, the better.  The best bet may be to get the word out to the section chairs.  Sarah will discuss with Brent.  Broadest strategy – target 1000 people with hope of 20 – 30 attorneys signing up to cover costs. 
      1.  CLE – should we consider co-sponsoring with CLE committee?  Would help with getting the word out.   Would need to share revenue if we pursue this.
    3.  Topics
        1.  They need to qualify for CLE credits.  We need to work within a format that is relevant and advanced.  A question and answer session would be required for CLE credit.
        2.  Topics to fill a 6 hour time frame.  Or should we shorten to focus on one advanced topic in a 3 to 4 hour time frame.  We could have a morning buffet of various topics, in the afternoon we could focus more on advanced hot topics.  IP and Cloud Based Technology are hot topics.  Or, we could have a panel in the morning covering a variety of areas.
        3.  We should determine the length and format and have these topics decided by January or February.
        4. Other ideas for topics.  Utilizing a paralegal in general;  Start out with a panel in a variety of areas;  Must have Q & A for any substantive section; How do paralegals provide value?
        5. Based on target, what should we present?  Family law (hot topic – neutral evaluators), Personal Injury, Bankruptcy, eDiscovery, Litigation, Probate, Real Estate?

d. Target audience

  1.  Determining the target audience will help to determine what topics we should cover as well as format.  Solo, young attorneys and small firms tend to need the help and they tend to be the ones that do not know how to utilize paralegals.
  2. Sponsor levels
  3. Finalize sponsor levels, work out details and contact sponsors by February or March.
  4.  Speakers
      1.  Mary Fenske indicated that their Family Law instructor would be willing to present on Family law.
      2.  Helen Federline mentioned Bob Woodke from Bemidji is typically a very big draw and his firm is very diverse.  He has done a lot of speaking on solo and small firm issues.

Utilization Outlines

  1.   Have received two new outlines.  There are a few still missing.  There may be other topics that we should consider including.
  2.  Did not feel we needed Juvenile Law or Special District Law. 
  3. Appellate – Helen will check with Bob Woodke to ask him to update.
  4. Employee Benefits – Barb Peppersack will check with someone in her office to for updating.
  5. Environmental Law – Jean Diekmann will check with someone in her office.
  6. General Practice -  Helen Federline will check with someone to update that area.
  7. ADR - DeAnne Brooks will look for someone to review. 
  8. Public Benefits - September Holmblad will look into.
  9. DeAnne Brooks offered to contact Janice to ask her to send an update on where we are as far as the outlines and upload onto the website.  The people that have outstanding outlines due should be emailed.
  10. Action Items
    1. List of utilization outline materials should be updated.  DeAnne, Janice and Sarah offered to work on.
    2. Outline sections should be finished.
    3. Determination of CLE credits, topics and target audience should be completed.  Solo, small firms and young lawyers appear to be the best target.
    4. The entire committee should peruse websites for ideas and topics should be agreed upon.
    5. By February:  Topics and speakers identified and materials submitted.
    6. Finalize sponsor levels, work out details and contact sponsors by February or March.

The meeting was concluded at 5:20 p.m.
Next meeting:  Thursday, December 15 at 4:10 p.m.
Minutes prepared by Patti Keyes
Approved: 

 


MSBA PARALEGAL COMMITTEE
MEETING MINUTES
October 27, 2011

The meeting was convened at 4:20 p.m.

ATTENDEES:  In Person:  Co-Chairs Michelle McCullough and Sarah Dannecker; MSBA Staff Liaison: Nancy Mischel; Members: Patti Drury, Patti Keyes, Jean Diekmann, DeAnne Brooks, Penny Cierzan. By Phone: Mary Fenske, Barb Peppersack, September Holmblad, Janice Vochoska.  Guest: Alice Bolton

  1. Meeting Minutes from September 22, 2011 were reviewed and approved.

 

  1. News, Announcements, and Association Updates: 
    1. Jean Diekmann attended NFPA conference – entry level paralegal exams to be instituted
    2. National Pro Bono Week 10/26/2011 – 10/28/2011
  1. Current Projects:
    1. Online Webpage for Posting Outlines on MSBA website and Online seminar with NHCC:
      1. Utilization outlines:
        1. Several more outlines completed as of 10-27-11 meeting – posted online.
          1. Several outlines not assigned: Securities, General Practice, Public Benefits, Social Security/Disability, Elder Law, Juvenile Litigation, *Special District Law
  2. Securities – Barb Peppersack to meet with Securities section
  3. DeAnne Brooks to review unassigned areas to see if there are any contacts/specialist for those outlines
  4. Discussed removing Special District Law from outlines – does this pertain to Minnesota?
          1. No new deadline to complete outstanding outlines set – those who are still working on their outlines will email Nancy Mischel (nmischel@statebar.gen.mn.us) with their assignments as they are completed and she will post updated assignments online.
          2.  Update on completed assignments at next committee meeting.
        1. Proofreaders: Patti Drury and Jean Diekmann 
          1. Outlines that are being sent to the proofreaders should be marked “1st draft, 2nd draft, Revised, etc.” and emailed to Patti and/or Jean.
          2.  Proofreaders will get comments back to author of outline for revisions, if necessary – email or post online these revisions?
          3. Once outline is in final draft form, document should be marked “final version” and emailed to Nancy Mischel, who will create an online sub-set folder entitled “Completed Outlines”.

 

      1. Vendor/Sponsor List:
        1. Penny Cierzan and Alice Bolton have created a vendor list with names and contact information and sponsor levels
          1. Sponsor Levels: Platinum, Gold ($500.00), Silver ($300.00), Bronze ($100.00)
          2. Platinum = one specific vendor, special advertising during webinar
        2. Committee members to review list to determine if anyone has a specific relationship with vendors and email Penny (penny@legalendeavors.com) with any information.
          1. Discussion re: cash v. “in kind donations.”
            1. Decided that cash is what we need.
          2. Have decided to approach firms in January as budgets may be tight in the fall.
        3. Contacting city bar associations, first year law student committees for donations?
          1. Ramsey, Anoka counties?
          2. City bar association budgets may be limited, law student organizations not likely to utilize paralegals
      1. Budget:
        1. Overall cost for webinar = $3000.00 (approximately), Income expected = $5,600.00 - $6,600.00 (approximately)
        2. Costs
          1. Room fee = none
          2. Tech costs = $2,000.00 (covered by registration fees?)
          3. Start end mailings and marketing costs = TBD
          4. Michelle and Sarah to talk to Renae Fry for exact cost of webinar
        3. Fees
          1. General Registration Fee = $100.00 - $150.00
          2. Registration Fee for Paralegals = $40.00
          3. 1 rate for entire webinar?  Register for certain topics at one price?  May be difficult to “section out” only specific parts of webinar

 

      1. Topics for Speakers/Presenters:
        1. Panel discussion w/attorneys and paralegals – how the partnership works
          1. Possibly roll this feature into the topics that are presented at webinar
          2. 1 attorney, 1 paralegal panel discussion per topic
        2. Further Preliminary Topic Discussion
          1. Suggestions:

(i)   Utilizing the Paralegal
(a) combine Ch. 1-4 of Utilization Manual into 1 presentation
(b) Lynda Nelson possible speaker – who is going to contact?

        1. Michelle and Sarah to talk to Renae Fry for refocused topic ideas
        2. Recruit speakers
          1. Damien Riehl – potential speaker for cloud based technology systems – who is going to contact?
          2. Eric Mandel – potential speaker for E-Discovery, Janice Vochoska to contact
          3. Mary Fenske to look to NHCC for potential speakers for Family law, Wills, and Property law
          4. Joan Biebelhausen and Bob Burns potential speakers for Solo/Small Office Issues – who is going to contact?
          5. Judge Morrow potential speaker for Lawyers Concerned for Lawyers – who is going to contact?
          6. Need finalize more details of webinar before we recruit speakers, set agenda, obtain speaker bios, etc.
      1. Length of Seminar:
        1. 3.5 hours
      2. CLE Approval:
        1. Michelle to contact Frank Harris about getting involved in future institutes.

 

  1. New Items:  none.
  1. Other Business
    1. Does time work for monthly meetings?  4:15pm might work better so those driving in can get after hours parking rates and make the meeting on time.
    2. Sarah Dannecker to create webinar “cheat sheet” template
      1. Brief outline of the project information (e.g., dates, objectives, purpose, fees, etc.)
      2. Useful for having when we start contacting vendors for sponsorship funds, for distributing to committee members, for organizational purposes

 

  1. Action Items
    1. Need to finish outline sections
    2. Co-chairs to speak with Renae Fry re: budget & webinar topics
    3. Review vendor list and advise of any relationships with identified contacts
    4. Create cheat sheet for webinar project
    5. CLE institutes – Michelle to contact

The meeting was concluded at 5:20pm.

Next Meeting:  November 17, 2011 (3rd Thursday) at 4:15pm. 

Minutes prepared by Sarah Dannecker

Approved: ______________


MSBA PARALEGAL COMMITTEE
MEETING MINUTES
September 22, 2011

The meeting was convened at 4:10 p.m.

ATTENDEES:  In Person:  Co-Chairs Michelle McCullough and Sarah Dannecker; MSBA Staff Liaison: Nancy Mischel; Members: Patti Keyes, Jean Diekmann, DeAnne Brooks, and Cindy Costello. By Phone: Renae Frye, Penny Cierzan, Janice Vochoska, Henry Evans, Sally Dahlquist, and Helen Federline.  

  1. Meeting Minutes from June 22, 2011 were reviewed and approved
  1. News, Announcements, and Association Updates:  NFPA Regional Conference will be held October 13-16 at the Airport Hilton in Bloomington
  1. Current Projects:
    1. Online seminar with NHCC scheduled for May 16, 2002:
      1. Utilization outlines:
        1. Janice has received 8 outlines. She will send out a list of unassigned topics and will look for volunteers to finish those sections before next meeting.
          1. Henry Evans suggested an additional topic: LCC issues
        2. Janice set new deadline to get the additional outlines to her:  October 21, 2011. Should be sent to JVochoska@zelle.com.
        3. Patti Drury and Jean Diekmann will act as proofreaders.  No proofreading done yet. 
          1. Outlines will be posted so anyone can review.
          2. Nancy will look into creating a Google docs folder for the outlines.
      1. Vendor/Sponsor List:
        1. Penny Cierzan and a student (Alice) have created a vendor list with names and contact information that will be ready by the next meeting.
        2. Need to determine what we are asking for:
          1. Discussion re: cash v. “in kind donations.”
            1. Decided that cash is what we need.
          2. Have decided to approach firms in January as budgets may be tight in the fall.
        3. Sarah Danneker will work with Penny to determine sponsor levels.
      1. Budget:
        1. Renae Fry indicated that our overhead would be limited.
          1. No room fee
          2. Tech costs: Money may be covered by registration fees
          3. Do we want to do mailings v. eblast?
            1. Discussed buying list from MSBA and MPA
          4. Costs for advertising?
          5. Handouts?  Do they need to be bound?
            1. Decided to show outline on webinar and then provide copies via CD or email to all registrants.
            2. We will want some printed materials on hand
      2. Topics for Speakers/Presenters:
        1. How many topics/speakers do we want?
          1. Should be geared toward “more efficient utilization of paralegals” and/or stressing economics of using paralegals
            1. Suggestions:
              1. Ethics Re: Using Paralegals
                1. Suggested Lynda Nelson as a possible speaker on this
                2. Include CH 1-4 of Outline
              2. IP Law – America Invents Act
              3. Bankruptcy
              4. Technology –
                1. Cloud based technology systems
                2. Summation, Clearwell
                3. E-Discovery
                4. Transcription Software, e.g. Dragon
              5. Solo/Small Office Issues
                1. Joan Biebelhausen, Bob Burns possible speakers
              6. Lawyers Concerned for Lawyers
                1. Judge Morrow possible speaker
              7. Immigration Issues
                1. Henry Evans has people who can speak on this
              8. Mergers & Acquisitions
              9. Courts – How paralegals are involved in trial presentation; how much should they be involved
        2. Need to narrow down topics
        3. Recruit speakers
        4. Get Bios of Speakers
        5. Set Agenda
      1. Length of Seminar:
        1. Discussed half day (3-3.5 hours)
      2. CLE Approval:
        1. In order to apply for CLE approval we will need Bios, agenda and teaching format.
        2. Types of credit: law office management, ethics, mental health
          1. Need minimum of ½ hour to get Ethics credit
          2. Takes around 30 days to get approval
  1. Website Updates:  No discussion.
  1. Other Business
    1. Does time work for monthly meetings? 
      1. Decided 4:10 works better than noon for most people.
  1. Action Items
    1. Need to finish outline sections
    2. Narrow down topics for presentation
    3. Recruit speakers
    4. Get Bios of Speakers
    5. Set Agenda

Next Meeting:  October 27, 2011 (4th Thursday). 

Minutes prepared by DeAnne Brooks

Approved: ______________

 

- Last Updated 11/16/2009 -