2019 Seminar Agenda & Speakers

TBPA and its Seminar Committee are pleased to present the following continuing education topics and speakers for our upcoming 2019 Seminar: "2019 Legal Symposium - 20 years of Paralegal Excellence and Continuing"which is scheduled to be held on Friday, November 1, 2019 at the Hilton Carillon Park Hotel in St. Petersburg!  


Celebrating 20 years of service to the Tampa Bay paralegal community, TBPA's 2019 Annual Seminar will offer topics and speakers to bring you updates in practice areas as varied as our community.  This year's presentations will cover standards in handling hazardous drugs, asset protection, prenups and postnups, replevins, the business of music, real estate transactions and of course, ethics. Please join us in this opportunity to update your daily practice and expand your knowledge base.

 

The day includes 7 CLE credits, including one (1) credit each for ethics and technology.

REGISTRATION IS NOW OPEN!

Early Bird Registration available through 8/15/19 for $135.00*.

Beginning on 8/16/19 - Member Registration - $150.00*

Beginning on 8/16/19 - Non-Member Registration - $170.00*


Payment May be Made Online or Mailed to:

Tampa Bay Paralegal Association, Inc.

P.O. Box 2840, Tampa, FL 33601

 

Registrations must be received by October 25, 2019 to ensure availability.  

 

PLEASE NOTE THAT PAYMENT IS DUE WITHIN 10 DAYS OF REGISTRATION DATE! 

 

*A cancellation fee of $20.00 will apply to all refunds. NO REFUNDS WILL BE MADE AFTER 10/1/2019.

*VALET PARKING IS NOW INCLUDED IN THE REGISTRATION FEE!

 

Already registered but unable to attend? Upon request, TBPA will send you a seminar DVD with video and materials, approximately 6 to 8 weeks after the seminar, so that you may still receive your CLE credits.

 

TBPA reserves the right to cancel this event for any unforeseeable circumstance, change speakers, topics or schedule without notice.


NOTE: TBPA has secured at least eighteen (18) vendors who will be exhibiting at the Seminar! Be sure to register so you can network with these vendors and learn what they have that's new and exciting as these business partners continue to support TBPA and the paralegal profession!


SPEAKER LINE-UP


Topic: USP 800 - Protecting Healthcare Workers from Exposure to Hazardous Drugs; New Standards, Liability and Harm

Speaker:   


CHARLES A. GONZALEZ,

BPharm, RPh, MPLC


Charles Gonzalez was born in Tampa, Florida. He graduated from the University of Florida, College of Pharmacy in 1973 and became a board certified and licensed pharmacist the same year. He currently holds professional licenses in Florida as a Registered Pharmacist and as a Consultant Pharmacist.


As a native Floridian, Charles is proud of his professional service to the Tampa Bay community. He has practiced professionally for over 45 years in virtually every sector of pharmacy. His pharmaceutical diversity has contributed to his experiential knowledge and pharmaceutical expertise. These areas of dedicated, professional service include community pharmacy; hospital pharmacy; home infusion pharmacy, long term care pharmacy; and compounding pharmacy.


In July of 2018, Charles founded Gonzalez Healthcare Consultants, Inc. with a mission to utilize his pharmaceutical expertise to provide consultative support services in the areas of civil litigation, risk management and clinical management.


Charles is an active member of several state and national societies including:

  • The American Society of Healthcare Pharmacists (ASHP)
  • The Florida Pharmacy Association (FPA)
  • The American Society of Consultant Pharmacists (ASCP)
  • The International Association of Rehabilitation Professionals (IARP)
  • The American Society of Pharmacy Law (ASPL)
  • The American Health Lawyers Association (AHLA)

Charles currently lives in St. Petersburg, FL with his wife, Liz. They have 3 adult children and 4 grandchildren. Charles enjoys all sports and is an avid Florida Gator fan. He and his wife enjoy hiking and spend “as much time as possible” at their mountain home in Gatlinburg, Tennessee.



Topic: Asset Protection Benefits of Estate Planning Instruments and the Limits of Those Protections

Speaker: 

 


NATALIE ROBERTS, ESQUIRE


Natalie Roberts is the owner and sole practitioner at her own law firm, Flagship Law, PLLC, where she practices Tax Law, Estate Planning and Business Law. Natalie is also an affiliate of Johnson, Pope, Bokor, Ruppel & Burns, LLP in the firm’s Business & Tax Law Section and practices primarily from Johnson Pope’s Tampa office.


Natalie’s career began as an Enforcement Attorney with the SEC, investigating and litigating violations of the federal securities laws. After working in securities compliance for years, Natalie decided to expand her areas of practice. In 2015-16, she returned to the University of Florida Law School to obtain her Master of Laws in Taxation. Since then, Natalie has practiced exclusively in the areas of tax law and estate planning. Beginning in January 2017, Natalie founded Flagship Law, which allowed her to make meaningful connections throughout the Tampa Bay community. Natalie enjoys helping her clients take care of their loved ones through careful planning. She counsels her clients concerning incapacity planning, estate planning, asset preservation, tax minimization and business succession planning.


Natalie is a member of many organizations including: Leadership Tampa Class of 2018; League tennis teams at Davis Islands and Harbour Island Athletic Club; Leadership Tampa Alumni; Women of Influence and Programming Committees, Tampa Chamber of Commerce; South Tampa Chamber of Commerce; Estate Planning Council of Tampa Bay Economic Club of Tampa; The Florida Bar, Hillsborough County Bar Association, American Bar Association, and Minnesota State Bar Association: Tax, Probate, Trust and Estate Planning, and Solo/Small Firm sections Women in Leadership and Philanthropy.




Topic: Prenuptial & Postnuptial Agreements - Who Needs Them & Why

Speaker:   


JENNIFER E. MURPHY, ESQUIRE


Jennifer Murphy founded The Murphy Law Firm on January 1, 2019, after practicing for over eighteen years with well-respected firms in the Tampa Bay area. During her extensive legal career, she also served as an Assistant Professor of Legal Skills and Legal Writing at Stetson University College of Law and coached Stetson's tax moot court team in 2005 and 2006 in back-to-back national championship victories in the Florida Bar National Tax Moot Court competition.

 

Jennifer represents businesses and their owners in all aspects of business, including entity formation, organization and structuring, corporate governance, succession planning, and mergers and acquisitions.  In addition, she represents taxpayers, both individuals and businesses, in tax controversy matters before the Internal Revenue Service and Florida Department of Revenue.

Since 2004, Jennifer has authored the chapter, Tax Consequences of Divorce, which is published in two Florida Bar publications: Drafting Marriage Contracts in Florida and Florida Dissolution of Marriage.  As such, Jennifer is often engaged to assist divorce counsel in structuring marital settlement agreements when there are complex business holdings and tax issues involved.  She also prepares and negotiates prenuptial and postnuptial agreements.

 

ADMITTED TO PRACTICE:  2000

 

EDUCATION: University of South Florida, 1993-1996, BA, English

                         Stetson University College of Law, 1997-2000, JD

                         Boston University, 2015-2016, Master of Laws - LLM, Taxation

 

PRACTICE AREAS:  Business Law; Tax Controversy; Prenuptial Agreements; Mergers & Acquisitions; and Nonprofit Organizations



Topic: Celebrating You!

Speaker:  


THE HONORABLE

CLAUDIA RICKERT ISOM


Claudia Rickert Isom, served as a circuit judge in the Thirteenth Judicial Circuit from 1991 until retiring December 31, 2018, and now has senior judge status.  During her judicial career she served in Family Law, Criminal Justice (Felony), Juvenile Dependency, Juvenile Delinquency, Circuit Civil, East Division (Plant City) the Probate, Guardianship and Trust Division and the Circuit Civil Division.  She has previously chaired the Florida Bar’s Standing Committee on Professionalism and the Rules of Judicial Administration Committee.  She also served as a member of the Florida Bar Rules of Civil Procedure Committee, the Code and Rules of Evidence Committee and is a current member of the Florida Bar Leadership Academy Committee.  Judge Isom is a member and past president of the Tampa Bay Inn of Court and served as the judge member of the 13th Judicial Circuit’s Diversity Team for eight years following the Supreme Court’s creation of Court Diversity Teams.  Judge Isom has been a member of the Supreme Court’s Standing Committee on Fairness and Diversity since 2010 and currently serves as the vice-chair. 


Honors: Stetson Student Bar Chapter, Association of Trial Lawyers of America, 2001 Judicial Independence Award; 2010 FAWL Leader in the Law Award; 2011 HCBA Patton Award; 2013 Florida Supreme Court Chief Justice’s Distinguished Judicial Service Award; 2009 Tampa Bay Inn of Court Lincoln Professionalism Award; 2014 Florida Bar Hoeveler Judicial Professionalism Award; 2016 FAWL Leader in the Law Award; and the 2016 George Edgecomb Bar Association’s Delano Stewart Diversity Award.  In 2017, Judge Isom received the 2017 Hillsborough Association for Women Lawyers’Outstanding Member Achievement Award and was the 2017 recipient of The Florida Bar Young Lawyers Division Outstanding Jurist Award.



Topic: Dude, Where's My Car? - Obtaining a Writ of Replevin

Speaker:  


AMY E. STOLL, ESQUIRE


Amy grew up in St. Petersburg, Florida and graduated with high honors from the University of Florida, College of Law in 1998. During her time as a student, she served as a notes and comments editor on the University of Florida Law Review. Prior to joining Older Lundy & Alvarez, Amy worked at Barnett Bolt following graduation from law school and became a partner in the firm’s litigation department.


Amy has experience litigating various types of business disputes, including contract, shareholder, and partnership disputes, as well as real estate, construction, and insurance coverage cases. Amy has successfully prosecuted and defended appeals and has argued before the United States Eleventh Circuit Court of Appeals and the Florida Second District Court of Appeals. Amy also has extensive experience with creditors’ rights issues, including commercial foreclosures, navigating bankruptcies, and advising clients on various collection methods and procedures.


In addition, Amy devotes a portion of her practice to employment law, not only litigating employment disputes, including EEOC administrative claims, but also advising employers on avoiding such claims before a termination or dispute occurs. Amy also litigates, drafts and advises clients on non-competition agreements.


Amy embraces the firm’s philosophy of seeking to resolve disputes in the most efficient manner possible, with an emphasis on achieving the desired results with the least amount of expense and upset to the clients’ business. Amy seeks to understand her clients’ businesses and advise each client of all available options, including dispute resolution opportunities, always keeping her clients’ best interest at the forefront of every case.


Amy works closely with the firm’s estate planning attorneys in complex probate, trust and guardianship disputes, representing the beneficiaries or the fiduciaries, and advising fiduciaries who face potential disputes. A key factor in Amy’s approach to litigating will and trust contests is her recognition that understanding and managing family dynamics is important to achieving a resolution.


Amy is also a Florida Supreme Court Certified Circuit Court mediator. Amy’s experience as a litigator has resulted in her involvement in a broad range of commercial business disputes and probate and trust matters. This litigation experience and knowledge of the law provides Amy with the tools necessary to successfully mediate litigation matters involving commercial, probate and trust disputes. Amy understands that the alternative dispute resolution process is often the best way, both emotionally and financially, to resolve a case for parties involved in litigation.


Amy lives in Seminole Heights with her husband. Amy also volunteers as a pro-bono attorney for children in the Hillsborough county foster care system through the charitable organization, Crossroads for Kids.




Topic: The Business of Music

Speaker:  



PAUL QUIN, ESQUIRE


Paul Quin is a partner at Saxon|Gilmore, and concentrates his practice on entertainment law, toxic torts, medical malpractice, freedom of speech, environmental law, general tort law, and complex business litigation. Mr. Quin has also focused his practice on representation of insurance companies in general commercial liability, premises liability, and products liability insurance litigation. Mr. Quin has also focused his practice on FELA litigation and railroad law, and is a past member of the National Association of Railroad Trial Counsel.  He has spent many years as a professional drummer and remains active in the music industry. Mr. Quin represents musicians in a number of civil, legal arenas. Mr. Quin received his B.A. degree, cum laude, from Manchester University, England in 1990, his M.A. degree in American History from Louisiana State University in 1992, and his J.D. degree, magna cum laude, from the University of Iowa, College of Law in 1998 where he also received the Antonia D.J. Miller Award for Contributions to Human Rights.  Mr. Quin was admitted to the Florida Bar and to the Middle District of Florida in 2001 and has practiced law for over 20 years.  In 1998, he was admitted to the Missouri Bar, the Western District of Missouri, and the District of Kansas. He is a member of the Hillsborough County Bar Association, the Florida Bar, the Missouri Bar, and the Kansas Bar, as well as a member of the American Bar Association and the American Civil Liberties Union (ACLU).


AREAS OF CONCENTRATION: Entertainment Law and General Litigation; Toxic Torts, Products Liability, and General Tort Law; Insurance Litigation; Medical Malpractice; Freedom of Speech; Environmental Law; Complex Business Litigation


ARTICLES:  Why We Should All Love Taylor Swift; Florida Attorney Moves to a Different Drum Beat; and The Journal of Gender, Race and Justice


Topic: Real Estate Transactions in the "E" World

Speaker:  


WILLIAM "BILL" BOYCE, ESQUIRE



A knowledgeable and customer-focused title professional, Bill provides underwriting guidance and support to our valued agents. You can count on him to provide you with the highest level of personalized customer service that ensures peace of mind for homebuyers and sellers and the professionals that serve them.


Who I Am:  I am a real estate and business transactions and litigation attorney with big firm training and big market business experience. Licensed in Florida, I am equally at home at a real estate closing or in a court room. Not many lawyers can say that. Even fewer can say they have started and run their own successful law firm and two NBA D-League teams. Give me a call. I look forward to learning more about you.


Who I Help:  Real Estate Developers | Investors | REITS | Hedge Funds | Property Managers; Bank Loan Originators | Loan Investors | Loan Servicers | Asset Managers; Landlords | Tenants; Public & Private Entities | Individuals | Trusts | Estates; Doctors | Architects | Lawyers | CPAs; Sports Teams | Agents | Athletes | Entertainers | Venues | Leagues


How I Help:  Negotiate, Structure, and Close Real Estate & Business Transactions; Negotiate, Structure, Restructure, and Close Loan Transactions; Examine Title and Issue Owners, Loan, and Leasehold Title Policies; Prosecute and Defend Real Estate Disputes & Loan Defaults; Recommend Business and Personal Asset Planning & Protection Plans Collect Debts; Implement New Business and Customer/Client Service & Retention Plans; Develop Marketing & Business Operation Strategies; Recruit and Train Ticket and Sponsorship Sales Teams


My Services Include:  Drafting | Negotiating | Structuring | Closing; Pleadings | Discovery | Motions | Orders | Hearings | Trials | Appeals; ADR | Mediation | Arbitration; State Court | Federal Court | Bankruptcy Court; Title Insurance| Commitments | Policies; Strategic Plans | Marketing and Sales Systems | Customer Service Systems; Businesses and Individuals | Plans | Asset Protection| Collections


Skills + Industries:  Law Practice | Real Estate | Sports | Transactions | Litigation | Title Insurance | Business Planning | Asset Protection | Marketing | Sales



TBPA is a voluntary professional association and does not make any representation, endorsement or guarantee as to the quality, reliability, competency, accuracy, business practice/standards/ethics, or professionalism of any member of TBPA.  TBPA does not conduct background checks or any other form of due diligence on any person or business applying for membership with TBPA.

 



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