1. Healthcare

VOLUME 33
ISSUE 1
RPA On The Record
Employee News
A Newsletter of the Richmond Paralegal Association
An Affiliate Association of the National Association of Legal Assistants, Inc.
A Member of the Virginia Alliance of Paralegal Associations
P.O. Box 384, Richmond, VA 23218
February 2, 2015
________
Upcoming Events
February 25, 2015
Brown Bag Lunch with
Trent Taylor, Esq. on Food Law
March 21, 2015
Mini Seminar with Frank Burke,
Bay Trust Company, and other
speakers
Inside This Issue
1
President’s Message
2
Education Report
5
Membership Report
7
Treasurer Report
8
Our Sponsors
9
2014 Executive Board
10
Committees
www.richmondparalegals.org
President’s Message
Donna Strauss, ACP
Happy 2015! Where has the time gone? We are
already in our 33rd year as an association and I am truly
honored to be part of the growth and development of
RPA. RPA has given so much to our local paralegals
over the years and will continue to offer great
opportunities for many years to come.
I want to thank Kitty Bice, ACP, immediate past
president, for being such a great leader, supporter, and
friend. I know it will be difficult to fill her shoes, but I hope
to continue to lead the association with the passion that
she has shown. I also want to thank all the past
presidents and current/previous board and committee
members. Each of you have given many hours of your
personal time to help this organization grow and to help
other paralegals learn. We really do have a remarkable
association!
We held our Annual Board Retreat on Saturday,
January 10, 2015 and discussed plans for the upcoming
year. We have great speakers and topics lined up this
year! We are very excited about our upcoming CLE’s and
are even more excited to offer two Saturday seminars –
RPA On The Record
Page 2
Volume 33, Issue 1
February 2015
President’s Message (continued)
one in March and one in October. Please email our Education Chair, Darlene Yeary,
ACP, at [email protected] if you have ideas for topics you would
like to see offered at one of the seminars.
In lieu of our traditional Paralegals Week Reception in October, we are going to hold
our second “Month of Service.” October is a great month to get involved in the
community but please consider volunteering all year long. Be on the lookout for
opportunities to get involved with CVLAS and CASA!
If you have not yet attended a NALA Convention, this year would be a great year to
participate as NALA will be celebrating 40 years! I hope to see you in Tulsa,
Oklahoma!
Thank you all for a great 2014 and I look forward to another great year ahead!
Donna
January 2015 Education Report
Darlene Yeary, ACP
1 Vice President, Education Chair
st
A Look Ahead to 2015
Our first meeting of 2015 took place on January 27th with a presentation from Jackie
Quella from the U.S. Court of Appeals, 4th Circuit regarding ECF Conversions and
Next Generation Attorney Filings. Below are a couple of pictures from the event.
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 3
Volume 33, Issue 1
February 2015
Education Report (continued)
February’s lunch meeting will be Trent Taylor from McGuire Woods discussing food
law. The committee is looking for a lunch sponsor for February. We are planning on
two seminars this year, one in the spring and one in the fall. The spring mini seminar
will be a morning seminar at Virginia 529 located off of Arboretum Parkway in North
Chesterfield. It will have a light breakfast sponsored by Bay Trust & Company. The
fall seminar will be taking place October 24th at the University of Richmond. We are
planning on having an education track along with an additional track to assist
individuals studying for the CP Exam.
For the Brown Bag Lunch Meetings, we are planning on the capability to have
attendees call in to participate (along as you have an 804 phone number) and receive
CLE credit. When you RSVP for the lunch meeting, please indicate that you will be
participating by phone. The CLE attendance certificates will be emailed to members
after the meetings as they were last year.
Please provide feedback on any educational meeting via the CLE survey or by email
to let us know what you like and don’t like. We would also like to remind meeting
attendees when there is a cost is involved and if we do not receive a cancellation
notice from you by the date mentioned on the notice, we will ask you to cover the fee
mentioned on the invite because you were included in the catering headcount.
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 4
Volume 33, Issue 1
February 2015
Education Report (continued)
CP Exam
This year, we are going to try something a little different for individuals who are
interested in taking the CP Exam. During the spring and fall seminars, there will be
sessions offered that will correlate with sections of the exam along with a general
overview session offered at the fall seminar.
Please email [email protected] to let us know you received your
credential when you take the CP exam or any APC course. We want to help
celebrate your accomplishment and recognize you in On The Record!
Future RPA events:
Ø February Brown Bag Lunch 2/25 – Trent Taylor, Esq. on Food Law; sponsor
TBD (at McGuireWoods)
Ø March Mini Seminar, 3/21 – Frank Burke, Bay Trust Company, other speakers
TBD, light breakfast sponsored by Bay Trust Company (Virginia 529, Arboretum
Parkway, N. Chesterfield)
Ø April Brown Bag Lunch 4/21 – Legislative Review; sponsored by University of
Richmond School of Professional and Continuing Studies (McGuire Woods)
Ø May RPA Law Day Celebration Luncheon 5/19 – Speaker TBD (Williams
Mullen). Plan now to invite your attorney (non-member fee waived)
Ø June Brown Bag Lunch 6/24 – Speaker – TBD, Drone Law, sponsor Planet
Depos (Williams Mullen)
Ø No July RPA meeting. The NALA conference is July 22-24 in Tulsa, OK.
Ø August Brown Bag Lunch 8/26 – Brian Goodman, Virginia Retirement System,
ADRO’s for Virginia Retirement System, sponsor TBD (at Williams Mullen)
Ø September Dinner Meeting 9/22 – TBD (Short Pump/far West End location
TBD)
Ø Fall Seminar 10/24 – Speakers TBD (University of Richmond)
Ø Annual Dinner Meeting 11/10 – Board elections, drawing for the Janet Scott CP
exam scholarship, recognition of the Jean H. Proffitt and Susan Brewer, Esq.
scholarship recipient; Outstanding Paralegal of the Year award (location TBD)
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 5
Volume 33, Issue 1
February 2015
Education Report (continued)
The 2015 Education Committee is comprised of Dana Bruce, CP, Heather Horn,
Jillian Sherman, ACP, Peggy Walker, CP, and Darlene Yeary, ACP. The Education
Committee finds speakers, determines topics, lines up sponsors, handles
reservations and meeting arrangements, sends out meeting notices, selects door
prizes, greets members at the meetings, compiles the Education Report for the
newsletter, coordinates the CP Study Group, and puts together other education
special events. If you would like to get involved with the Education Committee, or if
you have a speaker, sponsor, topic, or new meeting location to recommend, please
email [email protected].
Darlene
Richmond Paralegal Association’s mission is to foster professionalism,
continuing legal education, public service and networking for paralegals
in Central Virginia.
Membership Report
Stephanie Meharg, CP
2nd Vice President, Membership Chair
As of January 2015
Active Members:
Provisional Members:
Student Members:
Lifetime Members:
Retired Members:
Associate Members:
Total Members:
81
2
24
11
2
6
126
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 6
Volume 33, Issue 1
February 2015
Job Bank
Log in to the Job Bank to see available positions.
Contact Kitty Bice, CP at
[email protected] for the password.
This benefit is available to current members only.
Check out our website for
upcoming events and meetings!
www.richmondparalegals.org
• RPA is now on Instagram!
Follow us at RPA_RichmondVA
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 7
Volume 33, Issue 1
February 2015
Treasurer’s Report for December 31, 2014
Teresa A. Clark, ACP
RPA 2014 Treasurer
2014 Bank Record Analysis
Date
Check #
Payee/Source
Debit
Credit
Beginning Balance (December 31, 2013 Statement)
1/10/2014
1190
Jillian Sherman
Available
Description
$ 19,342.66
$
77.60
Fall Seminar - reimbursement for supplies from Staples
$ 19,265.06
1/16/2014
Deposit
$
125.00
Memberships - I associate and 1 student
$ 19,390.06
1/25/2014
1/25/2014
1191
1192
Lee Ann Wilson
Kitty Bice
$
$
Retreat - reimbursement for refreshments
28.96
39.90
$ 19,321.20
1/31/2014
Interest
0.34
$ 19,321.54
2/4/2014
2/20/2014
2/21/2014
Deposit
Interest
Deposit
$ 1,797.00
$
0.23
$
778.00
2/21/2014
2/21/2014
Deposit
Deposit
$
850.00
$ 1,800.00
2/21/2014
2/21/2014
Purchase of 12 Month CD
Purchase of 30 Month CD
$ 3,000.00
$ 7,000.00
Commonwealth of VA
$
Dues $1775 -dinner meeting $22
Dinner Fees $ 528.00
Sponsorship $250.00
Dues - 11 Active 1 Associate
Dues - 22 Active - 2 Student - 1 Associate
$ 24,546.77
2/25/2014
1194
Will earn insterest at rate of 0.25000%
Will earn insterest at rate of 0.50000%
Reimbursement for Dinner Meeting b/c of date change of
Jilliam Sherman
22.00
$ 14,524.77
3/6/2014
3/27/2014
Deposit
Deposit
$
$
472.00
525.00
Dues $450 - 6 Active Dinner Fees $22.00 -1
Dues 7 Active
$ 15,521.77
3/6/2014
3/7/2014
3/31/2014
1195
1193
1196
Jillian Sherman
Restaurant Associates
R. Wade Murray
$
$
$
18.95
779.33
386.99
4/15/2014
4/15/2014
4/16/2014
1198
1199
1200
Kitty Bice
Jillian Sherman
Donna Strauss
$1,500.00
$
18.95
$
32.99
5/15/2014
5/20/2014
5/28/2014
1201
1202
AIA Corporation
Butler's Unique Catering
Bank Fee
$
$
$
February Board Meeting
February Dinner Meeting
Fee Domain & $131.99 & Web consulting $255.00
$ 14,336.50
NALA Conference
Reimbursement Board Meeting
Reimbursement for Business Cards (NALA Conference)
$ 12,784.56
464.66
687.85
6.00
Mugs & Cups (Marketing)
Law Day Luncheon Caterer Inv# 1209
Deposit Correction Fee
$ 11,626.05
5/28/2014
5/28/20147
Deposit
Deposit
$
$
408.00
351.00
6/3/2014
6/3/2014
Deposit
Deposit
$
$
925.00
37.00
Law Day Luncheon
Law Day Luncheon
$ 12,385.05
Dues
Dues - 1 Student $25 & 1 Law Day Lunch Fee $12
$ 13,347.05
6/24/2014
6/4/2014
1204
1203
Jillian Sherman
US Postal Service
7/1/2014
1197
Donna Strauss
$
$
June Bd Mtg $20.01 & $28.66 Peanuts (NALA Conf.)
Annual Fee PO Box
48.67
74.00
$ 13,224.38
NALA Conference Advance
$1,000.00
$ 12,224.38
8/8/2014
8/8/2014
8/8/2014
1205
1206
1207
Donna Strauss
Conch Republic
Tax Counsel Ltd.
$
$
$
269.55
100.00
245.00
8/26/2014
1208
NALA
$
225.00
NALA Conference Reimbursement
Deposit Annual Meeting
Tax Preparation
$ 11,609.83
Affliiated Association Dues 2014-2015
$ 11,384.83
8/26/2014
Deposit
$
Dues $200 (2 Active, 2 Student) $10 - 1 Law Day Fee
210.00
$ 11,594.83
8/26/2014
1209
Jillian Sherman
$
July Board Meeting
20.01
$ 11,574.82
10/10/2014
Deposit
(9/14 Dnr Spnsr $250) (Annl Mtg Spnsr $50 K&C) Dues 3
Act, 2 Stu) Rbsmt of NALA Conf. Kbice $1500)
$ 2,075.00
$ 13,649.82
10/28/2014
1210
Williams Mullen
$
Postage - Annual Meeting Letters to Sponsors
21.12
$ 13,628.70
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 8
Volume 33, Issue 1
February 2015
Treasurer’s Report (continued)
Date
Check #
Payee/Source
Debit
Credit
11/10/2014
11/10/2014
11/18/2014
1211
1212
1213
Pecan Jack's
Teresa Clark
Conch Republic
$
297.08
$
170.00
$ 2,264.04
Available
Description
Annual Meeting Favor and Door Prizes
Reimbursement CP Scholarship 2013
Annual Meeting Dinner
$ 10,897.58
11/25/2014
11/25/2014
11/25/2014
Deposit
Deposit
Deposit
$
$
$
75.00
465.00
800.00
Dues
Annual meeting
Annual meeting
$ 12,237.58
12/3/2014
12/3/2014
1214
1215
J Sergeant Reynolds CC
Kitty Bice
$ 1,000.00
$
250.00
2014 Scholarship payment
Reimbursement 2014 CP Scholarship
$ 10,987.58
12/30/2014
Deposit
$
Annual meeting
30.00
$ 11,017.58
As of December 31, 2014, the funds held by SunTrust Bank total $11,017.58. The RPA Ledger
details the check account transactions from January 1, 2014 through December 31, 2014.
Thank you to our 2014 Sponsors!
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 9
Volume 33, Issue 1
February 2015
2015 Executive Board
President.........................
1st Vice President……….
2nd Vice President……….
Secretary…………………
Treasurer…………………
Director (through 2015)…
Director (through 2015)…
Director (through 2015)…
Director (through 2016)…
Director (through 2016)…
Parliamentarian………….
NALA Liaison…………….
Donna Strauss, ACP
[email protected]
Darlene Yeary, ACP
[email protected]
Stephanie Meharg, CP
[email protected]
Kimberly Paulsrud, ACP
[email protected]
Angela Willis, ACP
[email protected]
Beth Cheatham
[email protected]
Laura LeBlanc
[email protected]
Jillian Sherman, ACP
[email protected]
Irma Bektic
[email protected]
Danuta Syska
[email protected]
Teresa Clark, ACP
[email protected]
Kitty Bice, ACP
[email protected]
(not pictured – Teresa Clark, ACP and Beth Cheatham)
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 10
Volume 33, Issue 1
February 2015
2015 Committee Chairs
Standing Committees:
Education Committee……………………….
Membership Committee…………………….
Newsletter Committee………………………
Nominating and Elections Committee…….
Darlene Yeary, ACP [email protected]
Stephanie Meharg, CP [email protected]
Brooks Godwin
[email protected]
Kimberly Paulsrud, ACP, Beth Cheatham
[email protected]
Audit Committee…………………………….. Kitty Bice, ACP
Technology Committee…………………….. Darlene Yeary, ACP
Public Relations Committee……………….. Danuta Syska
[email protected]
[email protected]
[email protected]
Special Committees:
Pro Bono Committee………………………..
Mentoring Committee……………………….
Marketing Committee……………………….
Annual Meeting Committee………………...
Irma Bektic
Jillian Sherman, ACP
Laura LeBlanc
Angie Willis, ACP
[email protected]
[email protected]
[email protected]
[email protected]
Other Appointments:
Job Bank…………………………………….. Kitty Bice, ACP
VAPA Delegates ……………………….….... Irma Bektic
Richmond Bar Liaison………………………. Kitty Bice, ACP
Webmaster……………………………….…... Darlene Yeary, ACP
RPA is always interested in your input and
help. If you would like to make a
difference or contribute to the success of
your organization, please contact one of
the above committee chairs for more
information.
[email protected]
[email protected]
[email protected]
[email protected]
Do you have useful
information to share, or are
you interested in
contributing an article?
If so, please contact
Brooks Godwin.
[email protected]
Next RPA Board Meeting is Tuesday, February 24, 2015
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]
RPA On The Record
Page 11
Volume 33, Issue 1
February 2015
RPA has a Blog!
The Executive Board has decided to create a blog to increase the sharing of
ideas among our association. Each month, a board member will submit a post
relating to various aspects of the legal field and other helpful ideas. Some
examples of upcoming posts include Pro Bono, the General District Court,
Research Tips, and Social Media. Check often and feel free to comment.
www.richmondparalegals.blogspot.com
SAVE THE DATE
March 21, 2015 Mini Seminar – Frank Burke, Bay Trust Company and other
speakers TBD, light breakfast sponsored by Bay Trust Company
Location: Virginia 529, Arboretum Parkway, N. Chesterfield
Stay tuned to RPA website for more information
Follow us on Twitter: RPA_RichmondVA
Join us on LinkedIn
Like us on Facebook
www.richmondparalegals.org
email: [email protected]
Newsletter Questions/Comments?
Contact Brooks Godwin, [email protected]