Justice for All · 27 Paralegal Lessons from The Iowa Caucus 5 SDPA 6 LAPA, KCPA ICAP, SPA 8...
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RECAP SPRING/MARCH 2020 | www.caparalegal.org Justice for All: Access to Justice Updates It Might Be Time to Quit Your Job When... CCP EXAM 2020 DATES & LOCATIONS APRIL 25, 2020 FRESNO SAN DIEGO *See Page 13 Antelope Valley, CA
Transcript of Justice for All · 27 Paralegal Lessons from The Iowa Caucus 5 SDPA 6 LAPA, KCPA ICAP, SPA 8...
RECAP SPRING/MARCH 2020 | www.caparalegal.org
Justice for All: Access to Justice Updates
It Might Be Time to Quit Your Job When...
CCP EXAM 2020 DATES &
LOCATIONS
APRIL 25, 2020
FRESNO
SAN DIEGO *See Page 13
Antelope Valley, CA
2 RECAP SPRING/MARCH 2020 | www.caparalegal.org
TABLE OF CONTENTS FEATURES
2 Executive Committee
3 President’s Message
5 Committee Chairs
7 Treasurer’s Report
9 Association Members
9 Secretary’s Report
10 CAPA Events Calendar
20 Sustaining Members
25 Affiliate Associations
29 Benefits of Membership
31 RECAP Deadlines and Rates
IN THIS ISSUE
IN EVERY ISSUE
IN THE NEIGHBORHOOD
2020
EXECUTIVE COMMITTEE
President
Victoria M. Falcon-Alonzo [email protected]
Vice President Policy
Pamela A. Kightlinger
Vice President
Administration Andrea J. Henrickson
Secretary
Paula N. Tucker [email protected]
Treasurer Dana Fischel, ACP, CAS, CCP
Board Advisor
Sara M. Lutz, CP [email protected]
CAPA
373 E. Shaw Ave. # 104
Fresno, CA 93710
844.367.2272
www.caparalegal.org
14 It Must Be Time to Quit Your Job When...
17 6 Ways to Shift Your Perspective in the New Year
22 Justice for All: Access to Justice Updates
27 Paralegal Lessons from The Iowa Caucus
5 SDPA
6 LAPA, KCPA
7 ICAP, SPA
8 PASCCO, SFPA, FPA
11 2020 CAPA CCP Insider Web Series—All Dates
13 CCP—Exam Dates 2020
16 Goal Program—March
21 32nd Annual June Conference—Register Today
25 AAfPE 2020 Regional Spring Conference—April
26 NFPA Joint Conference— April
26 NALA Conference and Expo—July
28 CAPA’s November Conference—Recap
3 RECAP SPRING/MARCH 2020 | www.caparalegal.org
PRESIDENT’S MESSAGE
W ow! 2020, a new decade. I’m very
honored to have been re-elected to
serve as CAPA President. My desire is to lead
CAPA to the best of my ability for the enhance-
ment of our profession and the Alliance. The
dedication of time to volunteer for a cause you
care deeply about is rewarding in and of itself.
I’m excited to be giving back, helping others,
creating connections with legal professionals for
the purpose of creating a stronger alliance for all
paralegal’s across California.
If you are not sure about the CCP Exam, our
CAPA CCP Insider Webinar Series is a free
event that you can attend that will inform you
about the CCP Exam. It is held monthly on the
second Tuesday at 6:30 p.m. Register, listen and
learn all about the process and the CCP Exam.
Certification Tab, CCP Insider.
We are looking forward to representing CAPA
and it’s CCP Program at your local associations’
conferences this year. I look forward to attend-
ing and meeting all of you to promote CAPA‘s
benefits and the CCP Exam.
The June CCP Exam is on Friday, June 26, and
this year’s 32nd Annual June Conference will be
on Saturday, June 27, at the DoubleTree by Hil-
ton located in Sacramento. Registration will be
a v a i l a b l e o n o u r w e b s i t e a t
www.caparalegal.org. The hotel room block will
end on May 27, 2020.
This Conference is going to be one for the books.
Our theme for this year’s conference is
“Together Towards Tomorrow”. We will once
again have a dedicated conference app that is
available in the Apple Store and the Google Play
Store. With this app, CAPA brings the confer-
ence information and registration links to your
mobile devices. You will essentially have the
June Conference in the palm of your hand!
If you know of any service providers/companies
looking to expand their reach to our membership
on a state-wide level, please send them our way
via email [email protected] or to
CAPA holds its second Board meeting on June
28, 2020, and it is open to guests. If you would
like to attend as a Guest, please contact Secre-
tary Paula Tucker at [email protected].
CAPA’s GOAL Program, geared to professional
development, offers a monthly webinar on the
second Wednesday of the month at 6:30 p.m. –
7:30 p.m. (starting in April ). Please contact your
local CAPA Director for the registration link to
obtain your login, a CAPA Member benefit.
Please be sure to check out the CAPA calendar
for the most up to date information on upcoming
webinar topics and speakers.
This year CAPA’s legislative committee will be
working to make a change to one of the Rules of
Court regarding recovery of paralegal fees as
well as requesting the provisions be added to the
Civil and Family Law sections of the Rules of
Court.
I believe that in working together we can and
will achieve more. In line with our theme for
this year of “Together Towards Tomorrow”.
Please reach out to me directly, if you are inter-
ested in serving on any committee or learning
more about the committees we have.
I look forward to seeing you all at the June Con-
ference!
Sincerely,
Victoria Alonzo
5 RECAP SPRING/MARCH 2020 | www.caparalegal.org
IN THE Neighborhood A collection of activities and updates from CAPA’s association members
2020
Committee Chairs
June Conference Victoria Falcon-Alonzo
Andrea Henrickson [email protected]
CCP Administration
Committee
A E Maersch [email protected]
CCP Certification
Board
Sara M. Lutz, CP [email protected]
Communication Committees
RECAP Editor Michael Schiraldi
CAPA CCP Insider
A E Maersch [email protected]
CAPA Connection
Victoria Falcon-Alonzo
Web Director
Sara M. Lutz, CP
SDPA– San Diego Paralegal Association
San Diego has already begun this busy year by having its board
retreat on January 25, 2020, where all of our 2020 board mem-
bers began putting plans in place for the many events on calen-
dar. The 2020 board is comprised of:
Julie Schwartz, President
June Hunter, VP Programs
Sheila Grela, VP Membership
Jennifer Keating-Wolk, Treasurer
Claire Hamilton, Secretary
Directors - Brianne Williams, Souriya (Joe) Maniwan, ACP,
Kristine Custodio-Suero, ACP, Angela De Saracho, Viktor Iarushin,
Ja'Mar Montgomery, Sharon (Shiyuan) Zhu, and Tracy Morgan, CP.
SDPA will be hosting 4 CLE conferences in 2020: March - 3rd Annual Human
Trafficking Awareness, April - Bridging the Gap, August - Social Justice, October
- 3rd Annual Career and Legal Technology Fair. We have been fortunate to have
2 local schools offer to host a conference - UCSD will host the Bridging the Gap
Conference in April and USD will host the Social Justice Conference in August.
SDPA will continue to host monthly membership mixers and meetings where
working paralegals, legal vendors and paralegal students are encouraged to net-
work and provide mentorship to each other.
We are also very excited to announce that we will continue to collaborate with
many different community organizations and the San Diego Law Library for our
5th annual Pro Bono Fair. Each year we have seen attendees and volunteers
grow to continue to make this a huge community success.
All of our programs are aimed at educating paralegals, providing information on
the many volunteer communities, advocacy and networking. We continue to em-
brace the major theme of "Cultivate, Collaborate, & Innovate" and continue to
promote diversity and inclusion.
www.sdparalegals.org
6 RECAP SPRING/MARCH 2020 | www.caparalegal.org
IN THE Neighborhood
LAPA - Los Angeles Paralegal Association
This year LAPA is working towards being more reflective of the community we serve. Los An-
geles is the cultural, financial, and commercial center of Southern California. It is the most
populous city in California; the second most populous city in the United States, after New
York City; and the third-most populous city in North America, after Mexico City and New
York City. From the iconic Hollywood sign to Route 66 final destination on Santa Monica
Pier, LA is a diverse city comprised of people from different races, socio-economic back-
grounds, sexual orientations, gender identities, abilities, national origins, and ages.
We are privileged to work in a legal system that must serve them all. As the law continues to
evolve, we must also continue to evolve as the legal needs of the profession evolves. Technology has made the prac-
tice of law more efficient. Understanding technology and how to apply it will be a topic of discussion in this dec-
ade. Finding solutions to new obstacles facing the legal industry will be critical moving forward. LAPA’s focus has
always been on building tomorrow’s leaders in the community and empowering our members to take a more proac-
tive approach to civic engagement. We strive towards building stronger relationships with our community, city
and other paralegal associations.
LAPA will be launching a new initiative for 2020. As we work to be more inclusive and reflective of the community
that we serve and represent, LAPA will launch a new section to enhance diversity and inclusion throughout the
Association, legal profession, and justice system. Tony Sipp along with Fay Faye Ye, will Chair this initiative. If
you would like to be involved in developing this alongside us, please reach out to us at [email protected].
In addition to Diversity & Inclusion, there are many other issues impacting the Los Angeles community. We en-
deavor to prepare our paralegals for engagement in these issues where they can provide their legal expertise or
create opportunities where they can learn a new skill. We would love to hear from our members what issues im-
pact you that we should be addressing as a professional organization. Together we can create initiatives that
strategize how to best engage as legal professionals living and working in Los Angeles.
LAPA continues to be the premier Association that is dedicated to developing, strengthening, and advancing the
paralegal profession. We are also an affiliated association in the National Association of Legal Assistants-
Paralegals (NALA) and an Association Member of the California Alliance of Paralegal Associations (CAPA). These
relationships provide many employment opportunities for our members. www.lapa.org
As 2019 wound down for the Kern County Paralegal Association we ended it with a BANG! KCPA
ended the year with their annual Holiday Luncheon that we hold together with the Kern County Bar
Association. We are proud to say that it was an incredible event with over 120 people in attendance
to benefit the Jamison Center and Christmas for Seniors. There was a whole host of toys donat-
ed by the attendees, so much so that they overflowed onto three large tables and onto the floor. Addi-
tionally, there was over $2500 raised for the Christmas for Seniors.
We have such a generous community in Kern County with so many wonderful prizes given away at
the opportunity drawing! Judge Sharon Mettler, Retired, won a $500 Visa gift card and she donated
it back to the Seniors. Thank you, Judge Mettler.
KCPA will be spending January and February of 2020 supporting H.A.L.T. www.haltrescue.org (Helping Animals Live To-
morrow) In December 2019, their transportation van was totaled by a driver of a stolen vehicle. Since their van was older, as
we all know insurance does not cover the costs for an older vehicle. H.A.L.T. needs transportation so they are able to
transport the rescued animals to veterinary appointments and most importantly, so that the community is able to adopt them
at adoption events. http://kcpaonline.org
KCPA - Kern County Paralegal Association
7 RECAP SPRING/MARCH 2020 | www.caparalegal.org
IN THE Neighborhood
TREASURER’S REPORT
Visibility is critical to nongovernmental nonprofit organizations. The more
people who know about the good work they do, the more support they will re-
ceive and the larger impact they can make; as you can have the greatest busi-
ness that provides the best products and services, however, without visibility
no one will ever know it exists.
That is one of the many reasons why ICAP is in 2020 partnering with other Inland Counties Bar Associations in
its efforts to enlarge its audience. Partnering with other local legal field non profits does not mean that the high
quality MCLEs ICAP’s members are accustomed to, would be all but the thing of the past. On the contrary, the
consistency has been a part of building ICAP’s brand since 1984.
But forging a partnership with others gets ICAP work in front of a new group of people. ICAP plans to bring its
first Pro Bono Legal Clinic in 2020 to the Inland Empire and to have more social networking events for its mem-
bers. The reason is simple: more traffic means more visibility. Bringing ICAP’s mission to where people already
congregate is vital for its enhanced visibility. This is why ICAP as a non-profit organization needs to have a
strong presence at local events. In the new quarterly schematics ICAP now hosts one live in person MCLE, one
webinar MCLE and one social event. www.icaponline.org
Sequoia Paralegal Association has welcomed new board members President Felicia Ortiz, Vice Presi-
dent Adriana Olivera, and Treasurer Debbie Vela, as well as returning board members Secretary Tina
Falls, CAPA Director Paula N. Tucker, and COS Liaison Johnna Jones, and Webmaster/Social Media
Director Monica Rast. The new board members are bringing in fresh ideas to the association and the
SPA Board is looking forward to a great 2020.
In January 2020, Chelsa Thompson with DigiStream Investigations spoke on “Modern Investigative
Tactics”; and in February 2020, Barbara Grunwald from County Counsel, and Leanne Malison from
TCERA presented on “What is a DRO? An Introduction to Dividing a Public Pension in Divorce.”
SPA is looking forward to continued outstanding educational programs for our members, and is working diligent-
ly to have a few judge speakers in the lineup for 2020.
SPA is excited to share that one of their goals for 2020 is to provide and share information about the paralegal
profession, including CAPA’s CCP Certification Program for experienced paralegals and to the local paralegal stu-
dents and alumni. In March, members from SPA will be presenting at the College of the Sequoias in Visalia, Cal-
ifornia. http://www.sequoiaparalegals.org/
ICAP–Inland Counties Association of Paralegals
SPA - Sequoia Paralegal Association
CAPA’s Bank of America Account balances, as of February 29, 2020, are:
Checking: $16,990.35
Savings: $19,976.41 Total: $36,966.76 By: Dana Fischel, ACP, CAS, CCP, CAPA Treasurer
8 RECAP SPRING/MARCH 2020 | www.caparalegal.org
IN THE Neighborhood
PASCCO-Paralegal Association of Santa Clara County PASCCO has a newly elected 2020 Board who we would like to introduce, Eloisa
Perez, President, Christine Ojeda, First Vice President- Membership, Dawn Mac-
Donald, Secretary, Patty Hopkinson, Treasurer, Josh B. Edwards, NALA Liaison,
Leslie Bonner, CAPA Director and Yoselin Macias, Student Liaison. We have two
openings, VP of Education and VP of Policy.
We hope to inspire our members to join us and volunteer. Our Board encompasses
a diverse leadership with innovative ideas which will broaden our community and
help enhance the work life of paralegals and student paralegals with new programs, Student Scholarship Program and a Men-
toring Program. When we work together as a community, we help the paralegal profession to grow and sustain itself. We want
to invite everyone to come and network with current and future paralegals at our 2020 Kick-Off Social at the SOFA Market in
San Jose on February 28th.
Save the Date! Our 42nd Annual Educational Seminar will be held the 3rd Saturday in October. Our Board is planning stimu-
lating legal topics by distinguished speakers, fun exhibitors, and engaging activities. We will also hold two (2) lunch and learn
MCLE events this year, March and May. The topics are E-Discovery, Intellectual Property, and Ethics.
Our Board is here to serve all its members and its affiliated associations. If you would like to make suggestions for legal topics
or make any comments, please feel free to let us know. If you would like to attend any of the MCLE sessions, please contact our
CAPA Director at [email protected]. To stay connected and keep informed of PASCCO activities please check out our
website at http://www.pascco.org.
SFPA - San Francisco Paralegal Association
The San Francisco Paralegal Association (SFPA) is ready for another wonderful year in 2020.
We have two major events planned for this year – Paralegal Day to be held In May and our
48th Annual Meeting in October.
SFPA welcomes a new executive committee for 2020—Amy McGuigan, President, Kibibi
Shaw, Vice President, Trish Watson, Secretary, and Erin Keller, Treasurer. SFPA would like to thank profusely our previous
board members who have served selflessly over the years for the benefit of the organization.
To learn more about the San Francisco Paralegal Association and to stay up to date on upcoming events, please visit our web-
site at www.sfpa.com
FPA - Fresno Paralegal Association The Fresno Paralegal Association is excited to begin a new year. We have a newly elected
board of directors: President: Victoria Falcon-Alonzo, Vice-President: Lisa Durbano, Treasur-
er: Melissa Gutierrez, Secretary: Mayra Torres, Board Member at Large: Marissa Sande, CA-
PA Director Andrea Henrickson, CAPA Director Sonya Siavi’i Student Liaison: Mary Helen
Solorio.
We’ve planned a full year of educational events, activities and an annual conference. Our first
MCLE event will be held on February 27, 2020, Christian Martorana from Summit Consulting will present “Understanding
Narcotics.”
FPA will continue to bring monthly MCLE events and is gearing up for its first conference to be held in August 2020. Lastly,
FPA is in the process of updating its website. For detailed information on any of FPA’s events, please email us at in-
[email protected] or visit our website at www.fresnoparalegalassociaition.org.
9 RECAP SPRING/MARCH 2020 | www.caparalegal.org
Fresno Paralegal Association (FPA)
P.O. Box 28515
Fresno, CA 93729
www.fresnoparalegal.org
Inland Counties Association of Paralegals (ICAP)
Post Office Box 143
Riverside, CA 92502-0143
www.icaponline.org
Kern County Paralegal Association (KCPA)
P.O. Box 2673
Bakersfield, CA 93303
www.kcpaonline.org
Los Angeles Paralegal Association (LAPA)
Post Office Box 71708
Los Angeles, CA 90071
www.lapa.org
Paralegal Association of Santa Clara County
(PASCCO)
1275 Franklin Mall, PMB 19
Santa Clara, CA 95050
www.pascco.org
Sacramento Valley Paralegal Association (SVPA)
Post Office Box 453
Sacramento, CA 95812-0453
www.svpa.org
San Diego Paralegal Association (SDPA)
501 W. Broadway, Ste. A-220
San Diego, CA 92101
www.sdparalegals.org
San Francisco Paralegal Association (SFPA)
One Sansome Street, Suite 3500
San Francisco, CA 94104-4448
www.sfpa.com
Sequoia Paralegal Association (SPA)
Post Office Box 2483
Visalia, CA 93279
www.sequoiaparalegals.org
Ventura County Paralegal Association
(VCPA)
Post Office Box 24229
Ventura, CA 93002
www.vc-paralegal.org
CALIFORNIA ALLIANCE OF PARALEGAL ASSOCIATIONS
Secretary ‘s Report
C APA held its Regular Meetings of the Board of Directors on Friday, February 1st and Saturday,
February 2nd, in Century City (Los Angeles) California at the offices of RMO, LLP. Each of the
directors traveled from through-out the state to launch the new decade high in the Twin Towers,
with energy, conversation, cooperation and enthusiasm. We thank RMO for hosting and giving us a
great conference room and scenic view.
President Alonzo announced the theme for 2020,“Together Towards Tomorrow.” The Board discussed
the 2020 upcoming events, which include the CCP Exams scheduled from April through November, CA-
PA’s 32nd Annual June Conference at the Double Tree by Hilton in Sacramento, California, its Goal
Program of monthly webinars dedicated to professional development, and the CAPA CCP Insider web
series that informs California Paralegals about the CCP Certification Program and its voluntary, state-
specific CCP Exam.
In addition, the Directors reviewed the proposed 2020 Budget, and the standing Committees of the Alli-
ance (Audit, Bylaw and Policy, Guidebook, Legislative, MCLE, Member Benefits, RECAP, and Sustain-
ing Member). The Board is excited as it set its 2020 goals, got their assignments to contribute on all as-
pects of the upcoming Annual June Conference, as well as their continued projects for 2020.
Be sure to mark your calendars, check your Association’s CAPA page or directly on CAPA’s website.
By: Paula N. Tucker, CAPA Secretary
10 RECAP SPRING/MARCH 2020 | www.caparalegal.org
Contact your Local Association CAPA Director(s) if you would like to attend as a Guest
or become a 2020 CAPA Director for your Association *Subject to Change
32nd Annual June Conference
June 27, 2020
DoubleTree by Hilton, Sacramento
2001 Point West Way
2020 CAPA EVENTS CALENDAR*
CAPA BOARD MEETINGS
JUNE CONFERENCE
CALIFORNIA CERTIFIED PARALEGAL EXAM
DATES AND LOCATIONS
Service Mark,
Reg. No. 5,895,127
ALWAYS CONFIRM CAPA’S WEBSITE — CERTIFICATION TAB FOR UPDATED CCP EXAM INFO
June 28, 2020
DoubleTree by Hilton, Sacramento
2001 Point West Way
November 7-8, 2020
ICAP Host (Location Pending)
April 25 Fresno McCormick & Barstow LLP
San Diego U.C. San Diego Extension
May 2 Santa Ana Santa Ana College
June 26 Sacramento DoubleTree by Hilton
August 29 Fresno McCormick & Barstow LLP
September 26 Bakersfield Young Wooldridge, LLP
November 6 Riverside Riverside City College
11 RECAP SPRING/MARCH 2020 | www.caparalegal.org
March 10— Ready, Set, CCP — What You Should Know! Ellen Houser, CCP
12 RECAP SPRING/MARCH 2020 | www.caparalegal.org
Consider purchasing the
CCP Study Guide today!
Once payment is received a
one-time link will be sent to you.
This is not in connection with any
registration for a specific exam.
CAPA has set the 2020 CCP
Exam dates and locations; you
may apply at any time.
2018 Commemorative
Tees available at
2020 Annual June
Conference.
California Certified Paralegal CCP
14 RECAP SPRING/MARCH 2020 | www.caparalegal.org
By: Chere B, Estrin
CEO at Estrin Legal Staffing
Q uitting a job is tough. Sometimes, it's harder to quit
a job than it is to seek a new one. You hesitate to
make the move because you are asking yourself:
How will the firm get along with out me? Will I
have enough time to train my replacement? They just gave
me a raise. Someone is going to get mad at me. I know what
I have and don't know what I'll get into." And other career
blocking rationalizations.
On the other hand, there may be something tickling your
gut. Something that says, "Maybe it's time to leave." Or,
"Frankly, I can't stand this place anymore." Something sub-
tle like that. Sometimes, you just don't know it's time to
leave and wake up one morning either in a career crisis or in
a firm that just sunk. Leaving your job takes careful consid-
eration but if you are on the fence or not truly facing reality,
it may be time to explore reasons that just might open your
eyes to "Finding Career Paradise" and loving every minute of
your job. What a concept.
It must be time to quit your job when.....
1. You cry in the shower every morning. In short, you
dread going to work. Listen to what your feelings are tell-
ing you. Ask yourself: Why am I making myself so miserable
when there is an easy answer to solve my problem? Martyrs
are not heroes. You deserve better.
2, There are secretive meetings held in the firm; lots
of partner emergency meetings; lots of closed
doors. Be on guard. The firm may be experiencing financial
difficulties, about to merge, lose a practice area or major cli-
ent and more. While the rumor mill may be running amok,
look for signs that things are about to change - and maybe
not for the better.
3. Your relationship with your boss is not what it
should be: The number one reason people leave their jobs is
not money. It's poor management. If you are at odds with
your boss, chances are things may get worse. If you firmly
believe it is beyond recovery, ask yourself why you allow
yourself such misery.
You hesitate to make the move because you are asking your-
self: How will the firm get along with out me? Will I have
enough time to train my replacement? And other career block-
ing rationalizations.
4. You are doing routine and repetitious work. There
is no challenge nor defined career path: Intelligent people
burn out when doing routine and repetitious work. Nothing
stimulates the brain. Routine and repetitious work leads to
boredom and that leads to disinterest in your job. When
there is no challenge, there is no enthusiasm. No way up? It's
time to find a more challenging and rewarding role.
5. You have behaved in ways that are considered im-
proper at work: If your efforts to resolve your mistakes are
not taking hold, it's probably time to move on with the re-
solve it will never happen again. It is hard to regain confi-
dence from the Firm once you have burned your bridges. Re-
member the old adage: Don't burn any bridges on the way
up. You may need them on the way down.
6. The passion is gone: Remember the excitement you felt
when you first started your job? You were full of enthusiasm,
hope, motivation and pride. Is the same feeling still there? Of
course, things do mellow out as you go along in your job.
However, if your sense of glee is gone, it's probably time for
you to go.
(Continued on page 15)
It Must Be Time to Quit Your Job When...
15 RECAP SPRING/MARCH 2020 | www.caparalegal.org
7. The Firm has downsized, cut budgets, depart-
ments, laid off key employees. It has upped your billable
hourly requirement and even has a hold on purchasing of-
fice supplies, software, computers and put a quash on im-
portant previous perks such as professional development
and training. These are signs the Firm may be struggling.
Leave now before the ship sinks.
8. Your stress level is so high, you are suffering phys-
ically or mentally. Sure, there's some stress involved with
every job. However, if your health is starting to go, it's time
for you to go. No job is worth it. Repeat: No job is worth it.
9. You just don't like the people you work with: You
can't find common ground with your co-workers, supervi-
sors or subordinates. Really, now. Would you plunge head-
long into a hornet's nest just to find the honey? Gee, I hope
not.
10. You keep dreaming of what it would be like if on-
ly...... For heaven's sake. go out and get the "if only" part of
the dream. We all go around just once. Think it through.
How do you want to go out? Is it like this? Or is it in your
ideal job. Hmmm.....
11, Your work performance is suffering: Unhappy peo-
ple do not produce excellent work product. They just don't.
Performance lacking? Leave now before it catches up to you
and you are asked to leave.
12. Your life situation has changed: Sometimes life
comes along and just gets in the way of your job. Maybe you
got married, had a baby, are taking care of a loved one, got
your degree, or other life changing event. Now, you do not
have enough salary or benefits to cover the lifestyle change.
After checking with your Firm to rectify the situation and
finding there is no resolution, find a role that meets your
needs.
13. You are at odds with the Firm's culture: It hap-
pens. Perhaps your Firm is egalitarian and you believe in
assigned parking spots for salaried employees. Your Firm
conducts employee satisfaction surveys and you think these
are a waste of time. The Firm does not invite you to Firm
events and you believe everyone should be able to go. No
matter where the clash is, a lack of congruence with the
corporate culture will destroy your attitude at work. Leave
quickly once you identify the culture clash. The situation
will not improve and sticking around may make you hate
work.
14. You no longer have satisfactory work-life balance.
You go on vacation and check your email every hour. You
are called by the Firm late at night. You dread coming back
from vacation to find chaos. You work so much overtime
that you could buy the mansion-in-the-sky but don't have
the time to go house hunting. Your children barely know
who you are. They are asking Daddy: "What did you say
Mommy looks like again?" Work-life balance is not a fad
nor a trend. It's real and it's healthy. Maybe you have the
flip side occurring and you are spending more time with
your family than at work. In any event, it's time to move
on.
15. Your skills are not tapped nor do you have a
chance to update them. Perhaps the Firm is behind in
technology. That hurts your chances of getting a new posi-
tion as the next Firm is going to want a candidate whose
skills are up-to-date. Perhaps management is not acknowl-
edging that you have more to offer. Maybe you are no long-
er getting plum assignments or asked to important meet-
ings. You'll get into a chicken-and-the egg vicious circle.
Leave now before you are not marketable.
16. Your responsibilities have increased but not your
compensation: Sometimes there is a good reason.
However, is the Firm taking advantage of you? If you can't
get more money, get a better title. You can take that with
you when you go.
17. You are experiencing bullying, harassment, dis-
crimination or any other egregious behavior. Report
it and leave now.
Take a good, long look at your situation and be realistic. Do
you like your job but things cannot be fixed? This is a can-
didate's market. That means there are more jobs than there
are candidates and that puts the odds in your favor of get-
ting a new position that actually fits. A new employer
means new opportunities, new challenges, maybe more
money, better lifestyle and a fresh new start.
Staying in a bad situation can break your spirit and kill
your soul if you stay in it for too long. Have a plan. Don't
walk off the job until you have another one unless your sit-
uation is unbearable. And, who needs that? Consider your
options and decide what is best for you in designing your
ideal job. Consider where you will compromise. Before you
jump ship, carefully weigh the pros and the cons.
And finally, don't let emotions get in the way of your criti-
cal decision. Look at it from a business and career building
perspective. The most important thing to consider: Is there
a compelling financial, career path or emotional return on
investment for such a move? If so, don't let inertia hurt
your chances of career fulfillment. Do the right thing. It's
an investment in yourself. ●
Chere Estrin is the CEO of Estrin Legal Staff-
ing, a top staffing organization in California.
She is also the President of the Organization of
Legal Professionals and the Paralegal
Knowledge Institute. Chere has written 10
books on legal careers, hundreds of articles and has been written
up in publications such as the Los Angeles Times, Chicago Trib-
une, Newsweek and others. Chere is a recipient of the Los Angeles/
Century City Women of Achievement Award and an Inc. Magazine
Entrepreneur of the Year award. She is a former administrator in
an AmLaw 100 firm and Sr. Vice President in a $5 billion compa-
ny. She can be reached on Sundays from 3am-5am. Reach out at:
REPUBLISHED WITH PERMISSION.
(Continued from page 14)
17 RECAP SPRING/MARCH 2020 | www.caparalegal.org
D epending on the type of law you practice,
your job may take a toll on your psyche
from time to time. Family law profession-
als, for example, may become dismayed with the
constant bickering they see between former
spouses. Those practicing criminal law may be-
come depressed with the state of the justice sys-
tem. Even civil business litigation practitioners
might be overwhelmed with the barrage of insults
received from opposing counsel.
In these instances, it can become critical to give
yourself a shift in perspective. The truth is, it is
easy to become mired in the negative. The good
news is, there are some simple, effective ways for
you to pull yourself out of it. Here are our top six
tips for shifting your perspective in the new year:
#1: Keep a gratitude journal
With all the chaos going on around us, it can be
really easy to slip into a pattern of negative
thinking. Sometimes, the only way out of that
pattern is to practice positivity. One very effective
way to do that is to keep a gratitude journal. In-
deed, keeping track of the things you’re grateful
for is a scientifically-proven method of improving
your health and wellness.
The good news is, this is a simple way to change
your perspective. Each morning, simply write
down three things you’re grateful for. It may be
hard at first and the things you list may be the
simplest of things — your dog’s wagging tail, a
roof over your head, or a good cup of coffee are all
fair game for this exercise. Over time, you’ll find
that your list expands and that finding things to (Continued on page 18)
6 Ways to Shift Your
Perspective in the
New Year
This article was originally written and published by One Legal. It is re-printed here with permission.
By: Jennifer Anderson
18 RECAP SPRING/MARCH 2020 | www.caparalegal.org
be thankful for becomes easier and easier. Ancil-
lary benefits may include being happi-
er, healthier, and more relaxed.
#2: Get outta Dodge
If you took a survey of everyone in your office, I
doubt you could find a single person who would
advise that taking a vacation isn’t good for you.
You might find several people, however, who are
of the mindset that taking a vacation is impossi-
ble due to caseload, family obligations, etc. Non-
sense!
Every once in a while, we all need to simply step
away from work and travel to a place where
we’re free from the day-to-day grind. Doing so
can not only help change your perspective, but it
can also improve your physical health, mental
health, and relationships, among other benefits.
Moreover, even the act of planning a vacation
can lift your mood. So, let’s start planning that
getaway for 2020!
#3: Cross items off that bucket list
At the end of our lives, all of us will wish that we
had spent more time doing meaningful things.
So, why not start doing those things today?
Bucket list items don’t have to be major life
changers. Perhaps you’ve always wanted to try
your hand at sculpting, or mountain bike riding,
or cooking the perfect souffle.
By identifying those things that are important
for you to accomplish, you will not only stay
aligned with your core values, but you may find
you simply enjoy life more. And you know as
well as I do that when your life outside the office
is better, your life inside the office improves
drastically.
#4: Sleep well
How many legal professionals do you know who
are exhausted all the time? Probably dozens. We
all know that running on limited sleep is bad for
us, but we seem to do it anyway. What if in
2020, you made a commitment to sleep? Wheth-
er you start listening to sleep hypnosis podcasts
or sip chamomile tea at bedtime, taking steps to
improve your sleep will undoubtedly improve
your life. Indeed, you may find yourself with a
better attitude, weight loss, or increased happi-
ness. Any of those things are sure to change your
perspective.
#5: Take a risk
What if 2020 became the year you did something
you never thought you’d do? Maybe this thing
isn’t even on your bucket list because it is too
scary for you — something like bungee jumping,
SCUBA diving, or riding motorcycles. For me, it
would definitely be skydiving. While taking
these sorts of risks can be terrifying, they can
also change your perspective, provide you with
increased confidence and courage, and introduce
you to people you’d never meet otherwise. So
what do you say? Is this your year?
#6: Walk a mile in someone else’s shoes
As the old adage goes, “there’s always someone
worse off than you.” After all, you have a decent
job, a roof over your head, and a solid career to
fall back on. So, if you need a change in perspec-
tive, why not try helping out someone less fortu-
nate? Volunteering has all sorts of benefits, in-
cluding improved mental wellness and an in-
creased sense of purpose in life. In fact, you may
be less likely to bemoan your workplace if you’ve
spent your weekend serving hot meals to people
without jobs, homes, or money. There are a mil-
lion volunteer and legal advocacy opportunities
out there. Maybe this is your year to change
your perspective through giving.●
Jennifer Anderson practiced business litigation in
California from 1999 to 2016. When she’s not writing
from her floating cabin on the Columbia River, she
can be found hiking or kayaking around the Pacific
Northwest.
(Continued from page 17)
20 RECAP SPRING/MARCH 2020 | www.caparalegal.org
SUSTAINING MEMBERS
Support CAPA by
shopping at Amazon
Click here:
22 RECAP SPRING/MARCH 2020 | www.caparalegal.org
S ince 2015, many states including California
have been watching Washington closely for
its impact on access to justice as the Lim-
ited License Legal Technician (LLLT) pro-
gram rolled out.1 In 2016, Colorado began exploring
the LLLT program then shifted its focus to New
York’s Court Navigator Program.2 In 2019, Utah
adopted the licensed paralegal practitioners.3 In May
2019, New Mexico’s Supreme Court appointed the
LLLT Work Group to explore access to justice op-
tions.4 Following suit, Oregon State Bar’s Board of
Governors voted in September 2019 to approve a rec-
ommendation for paraprofessional licensure.5
This year, following a 2019 Arizona Supreme Court
task force report, the University of Arizona James E.
Rogers College of Law launched its two-year pilot
program to train licensed legal advocates.6 On Janu-
ary 10, 2020, the Task Force of Access Through Inno-
vation of Legal Services (ATILS) met at the State
Bar of California offices in San Francisco, California,
where ATILS Task Force members Joyce Raby and
Tara Burd presented their recommendations for the
Independent Paralegal program.7
Specifically, the recommendation stated:
“This recommendation seeks to create an ad-
ditional category of paralegal called an
“Independent Paralegal” who would be au-
thorized to provide [limited] legal services in
a specific area or areas of practice in which
they are registered without attorney supervi-
sion pending compliance with specific educa-
tional, experience, ethical and certification
requirements.”
The next ATILS Task Force meeting is scheduled for
February 4, in Los Angeles, California where there
will be further discussion regarding such recommen-
dations.8 Following are the recommendations listed
in the memorandum dated January 31, 2020, submit-
ted to ATILS for discussion at the meeting:
2) “The Recommendation
Summary: As the Board has determined to establish
a State Bar working group to study a paraprofession-
al program, the Task Force has identified key princi-
ples that the Task Force recommends that the Board
convey to that working group for consideration and
(Continued on page 23)
By: Kristine Custodio Suero, ACP
23 RECAP SPRING/MARCH 2020 | www.caparalegal.org
action, as appropriate.
Key Principles: Based on the Task Force’s discussions
about a new UPL exception for a regulated nonlawyer
provider, including consideration of public input and
information learned from stakeholder outreach meet-
ings, there are several key principles that warrant fur-
ther study by the new working group in developing an
implementation plan. Included in these key principles
are regulatory considerations that will likely have a
significant impact on public protection. The key princi-
ples are summarized below but they should not be re-
garded as a comprehensive list of all possible imple-
mentation issues and regulatory considerations.
• Leveraging the Population of Existing Pro-
viders and Other Persons Who Have Relevant
Education as Applicants for a Paraprofession-
al License
Existing providers include: paralegals; legal document
assistants; unlawful detainer assistants; and immigra-
tion consultants (see attached table). Other persons
who have relevant education include: applicants pos-
sessing a juris doctorate degree or other law degree
(but are not admitted in any jurisdiction); and law stu-
dents who completed one year of law school at a State
Bar-unaccredited registered law school or who attempt-
ed to learn the law through the Law Office Study Pro-
gram but did not complete their studies and did not
become admitted but in that process did successfully
pass the First Year Law Student’s Examination.
Each of these categories of persons should be consid-
ered as potential applicants who could demonstrate
knowledge and experience that might serve as a basis
for waiving otherwise applicable eligibility criteria that
would be developed for the application process. The
general principle here is that there should be flexibility
in determining applicant eligibility and in assessing
how an applicant satisfies education, experience and
other application requirements. Depending upon an
applicant’s education, experience, and other qualifica-
tions, the applicant might be prequalified to be author-
ized to perform certain tasks in a designated area of
law.
• Consumer Understanding and Outreach
This includes determining an appropriate name for the
new providers. This also includes consideration of man-
datory disclosures or a possible informed consent re-
quirement.
• Protections Similar to those Afforded to an
Attorney-Client Relationship
This includes concepts of confidentiality and the attor-
ney-client privilege. An evidentiary privilege similar to
the statutory privilege for communications with a Cer-
tified Lawyer Referral Service may be considered. This
also includes compliance with anti-bias and anti-
discrimination standards.
• Selection of Areas of Law and Specific Legal
Services/Tasks
Data from the Justice Gap Study and the CAPA study
should be used to identify permissible practice areas
and suitable tasks. In addition, another source would
be the California Court’s Online Self-Help Center. This
online information offers extensive user friendly self-
help information and guidance on use of approved
forms by pro per litigants, such as a pro per litigant
seeking a change in child support. The most frequently
accessed pages at the Self-Help Center might help
identify which areas are appropriate for a LLLT pro-
gram.
The implementation committee should consider the
possibility that areas of law not identified by any of the
resources outlined above might also be areas of law in
high demand by low income or otherwise vulnerable
populations and should not create an exclusive list.
There are potentially areas not typically identified as
critical access to justice issues which might – neverthe-
less – serve dire needs. For example, the transgender
community suffers significant risk of harassment, vio-
lence, and even murder when government issued iden-
tification documents do not accurately reflect name and
gender identity. Therefore, the ability to change gov-
ernment issued identification documents to correctly
reflect name and gender identity for the transgender
community can have significant impacts. The
transgender community often struggles to secure this
type of legal assistance. These types of legal assistance
– name and gender marker changes for example –
should not be overlooked but be recognized as areas of
significant need.
• Background Check
Because the Task Force received public comment about
nonlawyer fraud in connection with immigration ser-
vices provided by nonlawyers (a.k.a., notario fraud), a
background check should be considered. Similarly, re-
garding resigned or disbarred lawyers, there should be
consideration of possible participation in the new pro-
gram with an appropriate demonstration of fitness/
rehabilitation.
(Continued from page 22)
(Continued on page 24)
24 RECAP SPRING/MARCH 2020 | www.caparalegal.org
• Financial Responsibility
Program participants might be required to carry pro-
fessional liability insurance, maintain a bond, or other-
wise comply with a financial responsibility require-
ment. Although attorneys generally are not required to
carry professional liability insurance, they are required
to contribute to a Client Security Fund. A similar re-
quirement for registrants is also an option that should
be studied.
• Continuing Education
Registrants could be required to meet continuing legal
education requirements, which may include a mini-
mum number of legal ethics credits. Traditional para-
legals who work under the supervision of a lawyer
must complete continuing education (including legal
ethics units).
• Revisions to the California Rules of Profes-
sional Conduct
Clarification regarding the feasibility and permissibil-
ity of fee sharing and collaboration among lawyers and
participants in the new regulatory scheme are among
some of the RPC issues that would need to be consid-
ered. We understand that the ramifications of lawyers
and paraprofessionals sharing fees or referrals, or en-
tering into formal professional associations has impli-
cations beyond what has been discussed here. We recom-
mend that the implementation committee fully examine RPC and
other ancillary rules so as to anticipate both positive and negative
potential outcomes.
• Ethical Standards for Registrants
Other jurisdictions that have allowed nonlawyers to
provide legal services (e.g., Utah’s version of a LLLT
program) have imposed compliance with specially de-
signed ethical conduct standards. For example, the
issue of prohibiting “running” and “capping” can be
addressed in these new conduct standards developed
for the registration program.
We also recommend that the implementation commit-
tee study and draft provisions to provide for safekeep-
ing of funds and client property.
• Risk-Based Proactive Regulation
Auditing and other mandatory reporting should be ex-
plored as a means to reduce the cost of regulation and
to tailor the regulator’s compliance activities to the
specific program participant.
• Compliance Enforcement
Even with risk-based proactive regulation, some tradi-
tional complaint-driven enforcement practices should
be studied. These include suspension/revocation of pro-
gram participation, fines, criminal penalties, civil lia-
bility and assumption of practice.
• Cost
It is very important that any regulatory scheme be ap-
propriately resourced; particularly for the auditing/
enforcement mechanisms which serve as key public
protections. We recommend that a combination of ap-
plication fees, continuing education fees, and other
sources of funding by identified and secured as part of
the work of the implementation body.”
Only time will tell if California will press forward with
a program that works towards solutions to the access
to justice issue that we face in our state and in our
country. ●
REFERENCES:
1.https://www.wsba.org/for-legal-professionals/join-the-
legal-profession-in-wa/limited-license-legal-technicians
2.https : / /co loradosupremecourt.com/AboutUs/
LLLTMinutes.asp
3.https: / /www.utahbar.org/l icensed -paralegal-
practitioner/
4.https://www.nmbar.org/Nmstatebar/About_Us/
LLLT_Dashboard.aspx?WebsiteKey=687d8cd9-4ff9-
4f83-a12f-6657211dab17
5.https://www.lawsitesblog.com/2019/10/in-move-to-
enhance-access-to-justice-oregon-bar-oks-licensed-
paralegals-and-bar-admission-without-law-school.html
6.http://www.abajournal.com/web/article/training-for-
nonlawyers-to-provide-legal-advice-starts-in-arizona
7.http://board.calbar.ca.gov/docs/agendaItem/Public/
agendaitem1000025310.pdf
8.http://board.calbar.ca.gov/docs/agendaItem/Public/
agendaitem1000025538.pdf
Kristine Custodio Suero, ACP is an award-winning legal pro-
fessional, a published author and a highly sought after
speaker. A true servant leader, she has led the San Diego
Paralegal Association and California Alliance of Paralegal
Associations as President. Kristine teaches legal courses for
a local San Diego paralegal program and lends her time to
the program’s advisory board. Kristine is a member of the
NALA Professional Development Committee and a past
member of the NALA Continuing Education Council and
past Ethics Chair. Kristine is a Senior Paralegal/Business
Development Director for Butterfield Schechter LLP.
Kristine may be reached at [email protected].
(Continued from page 23)
25 RECAP SPRING/MARCH 2020 | www.caparalegal.org
AFFILIATE ASSOCIATIONS
26 RECAP SPRING/MARCH 2020 | www.caparalegal.org
27 RECAP SPRING/MARCH 2020 | www.caparalegal.org
Paralegal Lessons from The Iowa Caucus
By: Michael Schiraldi
EDITOR’S NOTE: This article provides a paralegal perspective as the Iowa Caucus went to Hell.
Y ou may be aware that
they had the Iowa Cau-
cus back on February 3,
2020.
Things did not go according to
plan. Namely, the application cre-
ated to tabulate and report the
results failed miserably, as widely
reported - no one had the foresight
to test the application prior to the
event, and zero, competent contin-
gency planning occurred.
Three things that we can learn as
paralegals from this fiasco:
1. Know and Test How Your
Technology Works
Imagine you are flying and going
to your favorite destination. You
are sitting back, ready to sip your
favorite drink and watch a film,
when the flight attendant invites
you up to the front to see the cock-
pit. You go up. The pilots greet
you, show you a few of the buttons,
and then say, “Hey, we are going
to take a break, why don’t you fly
for a while?”
Madness! You would never agree
to this. You go running back to
your seat to the safe and comforta-
ble confines wondering what that
was all about.
As a paralegal, if you do not know
how to use the computer software,
then you do not have the appropri-
ate skills nor the correct mindset
to accomplish the task. As a para-
legal, we must educate ourselves to
utilize the programs if we do not
know how to use them. All tech-
nology requires precision and the
correct foundation to operate it
correctly. Practice makes perfect.
2. Have a Plan B (and a Plan
C) and Keep It on the Rocks
Often in the paralegal world, chaos
reigns. Paralegals are firefighters,
when all hell is breaking loose; we
are right in the middle of the
storm.
Every paralegal knows that you
need to have a second (and a third
and a fourth) option. One cannot
just enter the law arena with one
plan in mind. You need to have
choices. Putting your eggs in one
basket never works. We need to be
flexible, ready to adapt with that
spare ace in the hole to get out of
whatever mess the attorney hands
us. That is what paralegals do!
Finally, panicking never helps. We
need to keep calm, cool and collect-
ed in times of trouble. Just because
everybody else is running amok
with no clue of what they are do-
ing, it does not mean (as a parale-
gal) you should join the mob. We
think better and clearer when we
are in our moment of Zen. Seize it
– do not go to the pandemonium
side.
3. Use Your Brain
All of us are born with a tremen-
dous amount of intelligence. Uti-
lize it. The greatest intangible
that separates us is our ability to
critically combine a tremendous
amount of information in a short
time.
Do not, under any circumstances,
forget that we have a brain. Think
before we act and more important-
ly, consider the consequences of
our decisions. No half measures.
Full measures only in the parale-
gal world.
Long story short: As a paralegal,
do not be like the Iowa Caucus
2020 and learn from their errors.
Proper paralegal planning pre-
vents putrid poor paralegal perfor-
mance. ●
Michael Schiraldi is a paralegal at The
Brandi Law Firm. A current SFPA
board member and instructor at San
Francisco State University, he resides
in San Francisco.
28 RECAP SPRING/MARCH 2020 | www.caparalegal.org
CAPA’s November Conference
Recap: A Judge’s Point of View By Sara Lutz, CP, CAPA Board Advisor, Past President
T he November Conference “A Judge’s Point of View”
was held at the Law offices of McCormick &
Barstow in Fresno. The room was packed, and our
eager legal professionals were prepared to download every-
thing our stellar line-up of speakers were ready to un-
leash.
The event kicked off with a continental breakfast and net-
working amongst the attendees and the CAPA Board.
President Victoria Alonzo welcomed the group and an-
nounced the day’s events. The morning started with a ses-
sion called “How My Perspective Changed When I Became
a Judge”, presented by the Honorable Erica P. Grosjean.
What an uplifting and fresh way to start out the day. Hon.
Grosjean shared her journey from trial lawyer to United
States Magistrate Judge presiding over a large variety of
federal matters including cases involving employment dis-
crimination, civil rights, ADA, social security, habeas cor-
pus, and prisoner civil rights. Her story recharged our
volunteer banks, and found most of us in the crowd eager
to keep contributing to our profession.
Following the morning opener, the attendees were treated
to an enlightening discussion on “Addiction Made Simple”
presented by the Honorable Hilary Chittick. Judge Chit-
tick was recently awarded a Judicial Council Distin-
guished Service Award for her commitment to access to
justice. As the first female presiding judge in Fresno
County history, Judge Chittick helped create new court
models that offer treatment and prevention to offenders
instead of imprisonment or fines. She has presided over
Fresno’s mental health, veteran’s treatment and drug
courts, and helped drive the development of a dashboard
that provides real-time drug treatment options.
The day’s third session was filled by attorney Chester E.
Walls, Esq. who graciously stepped in when our Judge was
called to duty and unable to present for us. Mr. Walls pre-
sented a very through and detailed summary of civil litiga-
tion best practices. Quickly after the attendees were treat-
ed to lunch and a powerful presentation by the Honorable
Barbara A. McAuliffe. United States Magistrate Judge
McAuliffe who was the Executive Editor of the Law Re-
view for the University of San Diego Law School presented
her best practices on Legal Research and Writing. Who
better to provide advice on this “labor of love” than the
Judge who will be reading your future brief or motion.
Session five, the last of the day, found us intently listening
with our checklists at the ready while the Honorable Gary
S. Austin discussed “The Role of a Paralegal”. In 1988, he
joined the Superior Court, where he presided over criminal
cases, including death penalty cases, served as Presiding
Judge of the Juvenile Division and has presided over civil
and family law matters. He currently serves as a United
States Magistrate Judge for the Eastern District of Cali-
fornia, following almost twenty years on the Fresno Coun-
ty Municipal and Superior Courts.
Overall the November Conference was a success - thanks
in large part to Fresno Paralegal Association and CAPA’s
Board of Directors. A huge thanks to the event sponsors
for making the day happen: McCormick & Barstow, LLP
for hosting us; Macro-Pro, Inc. for sponsoring the Conti-
nental Breakfast; and Aptus Court Reporting for sponsor-
ing Lunch. ●
Pictured: All Conference Attendees; e CAPA CCPs in Attendance
President Alonzo, Magistrate McAuliffe; Chester E. Walls, Esq.
President Alonzo, Magistrate Grosjean, Judge Chittick
29 RECAP SPRING/MARCH 2020 | www.caparalegal.org
In providing the following benefits to you as a Member
of a CAPA Association Member: (a) you may need to
check with your local Association to receive the benefit
directly from them, or (b) contact your elected or ap-
pointed CAPA Director(s) and receive the related CAPA
PROMO CODE to be used.
I. PUBLICATIONS
1. RECAP is a quarterly magazine. It serves to
provide comprehensive informative legal news of
interest to paralegals. RECAP has practical articles of
interest to paralegals and their career. As a Member
of a CAPA Association Member you will receive an
electronic copy at no charge that is distributed by
your local Association.
2. E-NEWSLETTERS CAPA Connection communi-
cates with all Members and legal professionals in a
bi-monthly e-newsletter that covers CAPA, NALA,
NFPA, AAfPE and all the Associations’ Members’
MCLE, and paralegal related news. You can access
this newsletter through your Association or subscrib-
ing on CAPA’s website (www.caparalegal.org).
3. GUIDEBOOK ON THE UTILIZATION OF PARALE-
GALS was compiled to provide a reference on the
utilization of paralegals, update pending legislation
and new cases regarding recovery of paralegal fees,
definitions, duties, responsibilities and skills of spe-
cific practice areas, ethics guidelines and more. The
Guidebook is available for purchase from CAPA’s
Website by using this link.
4. CEB (Continuing Education of the Bar) offers
CAPA a 10% discount on CEB Books and Action
Guides, 10% discount on OnLAW (CEB’s online legal
content), 25% discount on CEB Passports (for CLE
programs) and 10% discount on SmartJCForms
(Judicial Council Forms management app). For de-
tails, go to www.ceb.com/capa.
5. AMAZON CAPA benefits monetarily each time
its Members order from Amazon (not available with
Prime Member purchases). In this CAPA Issue, click
icon and it will direct you to the Amazon.com site.
CAPA receives a percentage, as defined above, for
each purchase and the proceeds help maintain and
operate CAPA.
CAPA has partnered with various enterprises to provide
its Members the opportunity to purchase a variety of in-
surance products including health, dental, vision, auto,
home and more!
II. INSURANCE
1. UNITED INSURANCE PARTNERS provides you ac-
cess to purchase numerous types of Insurance in-
cluding Medical, Dental, Vision, Home, Auto and
more. To learn more about this member benefit, go
to www.go2uip.com and you will find an array of in-
surance products available for you to purchase
through such companies as Blue Cross, Aetna,
Cigna, Mercury, Travelers, Safeco and many other
insurance companies. Simply access the above link
or call 1-800-707-2360.
2. AFLAC offers a menu of CASH BENEFITS to you,
regardless of any other core Insurance benefits
you may also have in
place! These Cash bene-
fits can help you and your
family recover various
out of pocket expenses
you incur on an ongoing
basis, such as co-payments, deductibles, mortgage
and car payments and other routine bills like grocer-
ies and gas!! Aflac also pays big cash for routine
physicals, mammograms, pap smears, dental clean-
ings and eye exams! Your family members can also
be covered under Aflac’s supplemental policies! To
get information on this benefit, please contact our
Aflac Representatives: Annie Christian Strenk or Bill
N e w b e r r y v i a e m a i l a n d p h o n e ;
[email protected], 1-714-321-1614,and
[email protected] 1-714-803-3444.
III. DISCOUNTED RATES ON SERVICE
1. FLOWERS Obtain a 15% discount at
1-800-flowers.com. CODE AVAILABLE FROM YOUR
DIRECTOR.
2. WORKING ADVANTAGE provides you with re-
duced rates for movies, sporting, concerts, restau-
rants, theme park admissions, Verizon Wireless,
(Continued on page 30)
BENEFITS OF MEMBERSHIP
30 RECAP SPRING/MARCH 2020 | www.caparalegal.org
computers, flowers, gifts, on-line shopping at nu-
merous websites and much more. Register and
create your account (user name and password). Take
advantage of online offers immediately! To order by
phone or if you have any questions call 1-800-565-
3712. or online www.workingadvantage.com Employ-
ees Click Here – enter. Member ID No. (CODE AVAILA-
BLE)
IV. ADDITIONAL CAPA BENEFITS
1. CAPA EVENT DISCOUNTS — Members of a CAPA
Association Member receive discounted rates to at-
tend CAPA's Annual June Conference and its Biennial
Leadership Conference (November). The June Confer-
ence provides attendees with quality educational and
MCLE courses given by leaders in their respective
fields of practice and Ethics sessions to maintain com-
pliance with BPC §6450 et. seq. Attending the Leader-
ship Conference provides leadership mentoring, edu-
cation and the necessary skills to guide your mem-
bers’ paralegal careers and help build your own local
association.
2. OBTAIN MEMBER RATES — As a Member of a CAPA
Association Member you receive reciprocal member
rates when you attend events, seminars or confer-
ences put on by any of CAPA’s Association Members
(CAPA website). Be sure to always check CAPA Con-
nection and the Upcoming Events Calendar on the
Website for details on upcoming MCLE events, social
and pro-bono activities.
3. LEGISLATION UPDATE — CAPA’s Legislative Commit-
tee reviews and reports on pending legislation of inter-
est to paralegals and disseminates and shares reports
and information with each Association and in RECAP.
4. GOAL PROGRAM — One of CAPA’s core mission is
education. CAPA’s Leadership (Grow Our Association
Leaders) is part of that mission and provides monthly
webinars to build dynamic leaders for today and to-
morrow. This is a free event to any Member of an As-
sociation Member (programs and event links are pro-
vided by your Association’s CAPA Director(s).
5. INFORMATION THROUGH ALLIANCE - CAPA’s Associ-
ation Members provide an opportunity to share infor-
mation on how they operate and improve their mem-
ber organizations. There is an exchange of information
on how to put on successful seminars and confer-
ences, increase membership, help your community,
provide resources to association members, local court
information, filing questions, exchange of other re-
sources and information, and much more. To learn
more, please contact your local association or contact
CAPA.
6. CALIFORNIA PARALEGAL CERTIFICATION– Access
CCP FAQs, Exam Registration, the CCP Study Guide
and CCP Exam Fees on the Certification tab found on
CAPA’s website.
• Publication of advertisement does not imply
endorsement of the products and/or services of-
fered.
• Advertising deadline is the 15th of the month prior
to publication.
• Any late or incomplete submissions may not be in-
cluded in the next issue.
• All submissions for advertisement are subject to
approval by the CAPA Executive Committee.
• Please follow outlined size guidelines and submit all
advertisements in .jpg format.
• CAPA reserves the right to modify ads that do not
adhere to these guidelines and is not responsible
for any loss of integrity that results.
• For Rates see last page or on CAPA’s website.
For advertising inquiries, please contact:
PLEASE NOTE: If your submission is not received by the
date indicated, it may not be published in the next issue.
(Including advertisements and event announcements).
BENEFITS OF MEMBERSHIP
RECAP
Advertising Guidelines
Thank you for Hosting - February 2020
CAPA Board of Directors
RMO Lawyers, LLP | Probate & Trust Attorneys 2029 Century Park E #2910 Los Angeles, CA 90067
31 RECAP SPRING/MARCH 2020 | www.caparalegal.org
RECAP ARTICLE DEADLINES AND ADVERTISING RATES Summer/June 2020 Issue: May 15, 2020
Fall/September 2020 Issue: August 14, 2020
Winter/December 2020 Issue: November 13, 2020
Size
Length
Business Card
(2” x 3.5”)
¼ Page
(4.25” x 5.5”)
½ Page
(5.5” x 8.5”)
Full Page
(8.5” x 11”)
1 time $45 $65 $95 $125
1 year (4x) $100 $150 $220 $280
STRENGTH THROUGH STATEWIDE ALLIANCE Providing A Voice of Leadership in Promoting Education, Voluntary Examination,
and Advancement of the Paralegal Profession
