Agenda

Registration:                    8:00 – 8:30 am

Morning Session:             8:30 – 11:45 am

Lunch (On your own):       11:45 am – 12:45 pm

Afternoon Session:           12:45 – 4:30 pm

Complying with Rules of Professional Conduct and Ethics during Litigation

   Duty to preserve client confidences

   Duty to keep clients fully informed

   Duty to be diligent

   Duties of truthfulness, candor and full disclosure

Obtaining and Managing Evidence

   What evidence is

   Obtaining and preserving evidence

      • Documentary evidence

      • Reports and expert opinion

      • Physical evidence

      • Demonstrative evidence

   Rules for admissibility of evidence

   Managing evidence

Discovering and Managing Electronic Evidence

   Identifying types of electronic evidence

   Understanding hardware, software, data storage, encryption, metadata

   Rules governing data storage and protection

   Rules governing discovery of electronic evidence

   Discovering electronic evidence

   Working with forensic technologists

Assisting with Formal Discovery

   Understanding the purposes of discovery

   Drafting discovery documents

      • Interrogatories

      • Requests for production

      • Requests for admission

   Responding to discovery requests

   Participating in motions to compel

   Managing and organizing discovered information

Credits

North Carolina Certified Paralegals
     6.5 CLE Hours (1.0 Ethics)

NALA Certified Paralegals
     6.5 CLE Hours (1.0 Ethics)

NFPA Certified Paralegals
     6.5 CLE Hours (1.0 Ethics)

Continuing Education Credit Information

This seminar is open to the public. The North Carolina State Bar Paralegal – Paralegal Certification as approved for this course for 5.5 general CLE hours and 1.0 ethics hour.

The National Association of Legal Assistants and the National Federation of Paralegal Associations have each approved this program for 6.5 CLE hours, including 1.0 ethics hour.

Attendance will be monitored, and attendance certificates will be available after the seminar for most individuals who complete the entire event. Attendance certificates not available at the seminar will be mailed to participants within fifteen business days.

Speakers

Marc. Eppley

Adjunct Professor at South University in High Point, NCMr. Eppley serves as an adjunct professor of legal studies at South University and is a self-employed general practitioner since 2013. Previously he worked in a small civil business firm for 17 years, first as a paralegal and later as an attorney. Mr. Eppley received his B.A. degree from University ofNorth Carolina at Chapel Hill, his M.P.A. degree from University of North Florida, and his J.D. degree from Wake Forest University School of Law where he served as a teaching assistant and tutor for legal research and writing.

Tom Hicks

Attorney at Law

Mr. Hicks is a California water law, real property, and conservation attorney who represents a variety of public interest organizations, landowners, and others on select public policy, transactional, administrative, regulatory, and litigation matters. Before law school, he was an energy and water policy analyst at the Natural Heritage Institute and the founder and executive director of the Headwaters Institute. He has interned at the San Francisco Office of the City Attorney, California State Water Resources Control Board, and American Rivers. Mr. Hicks founded and chaired the inaugural California Water Law Symposium sponsored by leading northern California law schools and is a Board member. He is the author of the Water Education Foundation’s 2020 Layperson’s Guide to Water Rights Law, recognized as the most thorough explanation of California water rights law available to non-lawyers. He is a former whitewater raft guide, kayaker, and Colorado Outward Bound School instructor. Mr. Hicks holds a J.D. degree from the University of San Francisco School of Law and a B.A. degree from the University of Vermont.

Tamara Theriot

Womble Carlyle Sandridge & Rice

Research Analyst Paralegal at Womble Carlyle Sandridge & RiceMs. Theriot is a senior research analyst at Womble Carlyle Sandridge & Rice LLP in Winston-Salem, where she has served as project manager on national cases. She has significant experience with large-scale document productions as well as with using the latest technologies and platforms available for electronic discovery review. Ms. Theriot has more than 30 years of legal experience, including eight years of office management and more than 20 years of direct experience in business and products liability litigation.Ms. Theriot received her Associate in Arts degree at Valencia College. She is a North Carolina State certified paralegal.