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leadership
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Date: 2025-07-22 — 2025-07-22
Time: 7/22/2025, 1:00 PM – 4:15 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 3
Cost: 219
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Paralegals play a pivotal role in helping attorneys structure estate planning documents, from drafting simple POAs and recording transfers to valuation and inventory of the clients’ assets. This legal course offers practical knowledge to help paralegals improve their drafting and document handling skills. Become indispensable – register today!
Help attorneys draft and organize asset transfer documents that work well together.
Ensure you accurately assess the estate’s value.
Organize your probate document prep process for greater efficiency.
Get tips for effective communication with various stakeholders.
Date: 2025-07-23 — 2025-07-23
Time: 10:00 AM – 5:00 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 6
Cost: 319
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Do you find document review and production to be a chore? Let us make it easier for you! This program is packed full of helpful tips, tricks, and tools for more precise and efficient document production. Don’t miss this opportunity to streamline your workflows and discover creative solutions to the challenges you’ve been facing. Transform your document management processes – register today!
Use tech tools to streamline responses and automate deadlines tracking.
Uncover solutions for seamless document retrieval and management.
Learn how to use AI to review and process documents more quickly.
Determine how to preserve document integrity and keep the metadata intact.
Review methods and best practices for converting documents without losing the desired formatting.
Prevent sensitive or confidential information from slipping past your safeguards.
Date: 2025-07-24 — 2025-07-24
Time: 1:00 PM – 2:00 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 1
Cost: 119
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Ever wonder how you can stand out and boost client services? Emotional intelligence (EI/EQ) is the answer! In this paralegal-focused program, our seasoned faculty reveal the power of EI and share creative ways to use it to enhance relationships with clients and colleagues. Build your understanding of how you can turn good client experiences into positive legal outcomes, formulate tactics for building rapport, and discuss the crucial role of EI in managing client expectations. Register today!
Discover how EI can strengthen paralegal-client communications.
Develop techniques for using empathy and social skills to build rapport.
Uncover EI strategies for enhancing relationships in the legal workplace.
Date: 2025-07-29 — 2025-07-29
Time: 12:00 PM – 3:15 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 3
Cost: 219
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Effective witness and exhibit lists foster organization, compliance, and strategic trial preparation. Disorganized and incomplete lists lead to delays, objections, and missed opportunities. Can you avoid the pitfalls and build lists that enhance your trial prep and attorney’s legal arguments? Join our faculty for 3 hours of practical insights and best practices for organizing and managing lists. Support your team with the highest level of preparedness – register today!
Receive practical tips for rounding up witness details and creating witness lists.
Discover how to create clear, succinct descriptions for exhibits.
Avoid mistakes that can lead to confusion, delays, or exclusion of critical evidence during trial.
Date: 2025-07-30 — 2025-07-30
Time: 10:00 AM – 5:00 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 6
Cost: 319
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Behind successful personal injury lawyers there are paralegals. Even the little things you do have the power to make or break a case. Are your skills on point? This program will reveal what you should be doing at each key step to give your attorney the best chance to succeed. Make a difference – register today!
Discover ways you can add value during the client intake process.
Learn how to prepare an effective medical records chronology or summary for your attorney.
Look at examples of medical bill and lien reduction requests done right.
Keep things under control with real-world case management pointers.
Find out how to make the most of discovery tools and deposition prep.
Get your attorney ready for trial and know what to expect if they take you with them into the courtroom.
Date: 2025-07-30 — 2025-07-30
Time: Noon – 1 p.m. (CT)
Venue Type: Virtual
Sponsor: Paralegal Division of the State Bar of Texas
CLE Hours Earned: 1 hour of CLE Credit, TBLS approved for Civil Trial Law, Estate Planning & Probate, Family Law
Cost: $40 member; $50 non-member
Event Contact:
Online CLE Chair
onlinecle@txpd.org
(000) 000-0111
DESCRIPTION:
Speaker: Laurel Smith attorney with Kean Miller will discuss practical approaches to estate planning from a litigator’s perspective. Specifically, topics to be discussed are an explanation of how assets are distributed depending on the type of planning, benefits and drawbacks of having trusts, types of ancillary documents that are beneficial (such as Powers of Attorney), and tips for avoiding conflict with family members when considering how to set up your estate planning.
Date: 2025-07-31 — 2025-07-31
Time: 2:00 PM – 5:15 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 3
Cost: 219
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
“An error doesn’t become a mistake until you refuse to correct it.” -Orlando Aloysius Battista
Reputational damage, client harm, and loss of employment – this illustrates just a fraction of the negative consequences that can result from failing to address an ethical error. Do you really want to risk it? In this paralegal-focused course, our distinguished faculty present best practices for preventing and resolving the top ethical errors paralegals make with texts and emails. Take action now – register today!
Find out the risks of failing to identify yourself as a paralegal in electronic communications.
Identify the importance of protecting confidentiality when texting with clients.
Gather strategies for preventing and mitigating cybersecurity threats.
Uncover the pitfalls and perils of using “Reply All” and “CC.”
Date: 2025-08-05 — 2025-08-05
Time: 10:00 AM – 5:00 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 6
Cost: 319
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
This course empowers experienced paralegals to elevate their expertise in business contract law. We focus on current legal trends, cutting-edge technologies, and ethical considerations crucial for pushing your contract skills forward. Tackle intricate contract issues, hone your due diligence skills, master contract lifecycle management, and confront data privacy and cybersecurity risks head-on. Register today!
Revise your practices to comply with the latest legal changes.
Uncover hidden risks with advanced due diligence techniques.
Maximize contract value with expert post-drafting strategies.
Safeguard sensitive data and avoid costly breaches with tips from the pros.
Elevate your ethical decision-making and confidently handle complex legal situations.
Date: 2025-08-06 — 2025-08-06
Time: 10:00 AM – 5:00 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 6
Cost: 319
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Do you ever feel overwhelmed handling issues throughout the divorce process? Are you looking for valuable tips and techniques to manage these issues? This comprehensive course is designed to provide paralegals with essential knowledge, how-tos, and best practices for handling key tasks and unique issues in divorce cases. Enhance your skills and walk away with sample intake questions, checklists, discovery requests, and more. Don’t miss this opportunity to hone your skills as a family law paralegal – register today!
Stay on task with tips to help you organize and manage the divorce case.
Discuss key points to consider when drafting effective discovery requests and responses.
Explore effective methods for locating critical evidence through social media, smartphones, and email.
Review ways to handle support and custody issues.
Learn methods for uncovering crucial financial information in divorce.
Take a closer look at issues paralegals need to know concerning QDROs.
Date: 2025-08-12 — 2025-11-18
Time: 6 PM – 8 PM every Tuesday, Virtual
Venue Type: Virtual
Sponsor: Houston Paralegal Association
CLE Hours Earned: 20
Cost: $100 HPA members; $145 nonmembers
Event Contact:
Montye Holmes, ACP, TBLS-BCP
mholmes@craincaton.com
(713) 752-8658
DESCRIPTION:
Join Houston Paralegal Association for a 13-week review course to prepare for taking the NALA CP Exam. The review course will cover both the Knowledge exam and the Skills exam. Orientation meeting on August 12, 2025, is free. Separate registration required for the actual review course.
Date: 2025-08-13 — 2025-08-13
Time: 10:00 AM – 5:00 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 6
Cost: 319
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Auto injury cases are the bread and butter of personal injury practice. As a personal injury paralegal, you will need to know these cases inside and out. This “crash course” will give you the investigation, litigation, and communication skills you need to effectively assist your attorney. From case inception to trial, get practical insights that will help you steer auto injury cases toward a successful resolution. Register today!
Know exactly what you should be looking for in medical and other records.
Keep case files organized so details and documents don’t get lost in the clutter.
Learn best practices for communicating with clients, insurance adjusters, doctors, and more.
Determine what should (and what should not) go into the demand package.
Discover ways you can help with reducing medical bills and liens.
Ensure your pleadings, discovery requests, motions, and briefs pass your attorney’s scrutiny.
Take pressure off your attorney and be an indispensable asset during trial preparation.
Date: 2025-08-18 — 2025-08-18
Time: 12:00 PM – 3:15 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 3
Cost: 219
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Social Security Disability paralegals carry a heavy burden on their shoulders: the SSA allows non-attorneys to represent claimants, so where do paralegal duties end and the attorney’s job begin? This legal guide will help you improve your SSDI claim practices and tame the madness of endless client calls, hectic hearing schedules, and endless volumes of supporting documents. Update your knowledge and hone your organizational skills to improve claim outcomes – register today!
Clarify current SSDI claims process steps and eligibility requirements.
Get guidance for building client files and compiling critical documentation.
Master the application and filing procedure intricacies.
Establish effective SSA and client communications practices.
Date: 2025-08-20 — 2025-08-20
Time: 11:00 AM – 2:15 PM EST
Venue Type: Virtual
Sponsor: Institute for Paralegal Education
CLE Hours Earned: 3
Cost: 219
Event Contact:
LeAnna Supri
leanna.supri@nbi-sems.com
(855) 855-6240
DESCRIPTION:
Whether you’re new to administrative law or seeking a refresher, this program is for you! Step into the world of government regulations and agency actions with this information-packed program. We’ll show you how to track rulemaking processes so your team can stay ahead. You will also learn how to quickly track down key resources, handle public records requests, and prepare for administrative hearings and appeals. Build your knowledge and value – register today!
Discover how to effectively track and analyze rulemaking and agency actions.
Hear where to find agency interpretations, administrative dockets and databases, and other information.
Navigate public records laws and document release protocols.
Receive essential skills for preparing for administrative hearings and appeals.