Upcoming Events & CLEs

Switch to Calendar View

• From Crash to Court: Auto Injury Claims Basics for Paralegals

  • When
    03/25/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/99990 

   Overview

  Help Steer Each Case to a Successful Resolution

  Start your engine! This course will help you understand your role in auto injury claims and how you can help navigate the road to a favorable outcome. From initial intake to final settlement or trial, you'll gain essential insights to ensure you're prepared at every turn. Don't miss this crash course - register today!

  • Take those critical first steps to get the case in motion.
  • Get real-world advice for reducing lien amounts.
  • Craft a demand package that will help drive negotiations in your attorney's favor.
  • Look under the hood during discovery.
  • Organize evidence and tune up your team's presentation for court.

  Abbreviated Agenda

  1. Revving Up: First Steps of an Auto Injury Case
  2. Roadmap to Case and Client Management
  3. Clear the Track: Basics of Managing Medical Expenses and Liens
  4. Gearing Up for Negotiations: Your Role in Demand and Settlement Prep
  5. Tuning Pleadings and Discovery
  6. Almost to the Finish Line: Auto Injury Trial Preparation

  Show details
• Discovery Responses and Document Production: A Paralegal's Utltimate Guide

  • When
    03/26/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: 

  https://ipe-sems.com/products/99940Overview

  Practical Insights on Answering Written and Production Discovery

  Do you know all the tips and tricks for making objections in discovery? Are you aware of the best approaches to reviewing, bates-stamping/indexing of documents, and managing other aspects of the production process? In this program, seasoned faculty will share their hard-won insights for answering requests and handling traditional and electronic productions with finesse. Enhance your skills - register today!

  • Obtain best practices for responding to interrogatories, RFAs, RFPs, and other requests.
  • Gain practical insights on making objections to discovery requests.
  • Learn how to effectively review documents for privilege, responsiveness, and other issues.
  • Get pointers on bates-stamping, redaction, duplication, and indexing of documents.
  • Explore how to best manage electronic productions and work with PDF, TIFF, and native file formats.
  • Receive tips on keeping proper discovery, privilege, and production logs.

  Abbreviated Agenda

  1. Responding to Requests: Rules, Pitfalls, and Tips
  2. Ethical Issues in Discovery for Paralegals
  3. Proper Use of Discovery Objections
  4. Document Review and Production
  5. Electronic Productions; Preserving, Collecting, and Producing ESI
  6. PDF, TIFF, and Native File Productions: Paralegal Tips and Tricks
  7. Discovery, Privilege, and Production Logs (w/Samples

  Show details
• Legal Ethics of Handling Digital Documents; Your Duties as a Paralegal

  • When
    03/27/2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100041

  Overview

  Uphold Privacy Laws, Secure Client Data, and Mitigate Cybersecurity Risks

  Build your knowledge! In this legal briefing, our distinguished faculty explore paralegal best practices for working with electronic legal files. From cloud computing tips to document retention guidelines, don't miss this opportunity to enhance your ability to handle digital files with care. Register today!

  • Review key ethics opinions on the dos and don'ts of handling electronic files.
  • Examine best practices for safeguarding client confidentiality.
  • Determine what steps to take when responding to a data breach.

  *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

  Abbreviated Agenda

  1. Paralegal Duties in the Digital Age: Key Ethics Opinions
  2. Navigating the GDPR, HIPAA, and Other Key Legislative and Regulatory Requirements
  3. Preserving Client Confidentiality: Your Guide to Securing Sensitive Data
  4. Cloud Computing Tips for Easy File Storage and Seamless Organization
  5. Document Retention and Destruction Guidelines for Paralegals
  6. Cybersecurity Risks and Effective Data Security Measures to Implement
  7. Suspect a Data Breach? What You Need to Do IMMEDIATELY

  Show details
• Medical Record Organization and Interpretation for Paralegals - Tackling Key Challenges

  • When
    03/28/2025
  •  
    9:00 AM - 10:00 AM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100030

  Overview

  Say “Goodbye” to Misplaced Records With This Practical Course

  Save hours each week with time-tested medical record management tactics that enhance your efficiency! Join our seasoned faculty as they explore paralegal best practices for managing and interpreting medical records. Uncover the top mistakes paralegals make when organizing medical records, determine how to locate key information, and develop strategies for handling issues with heavily redacted records. Take your skills to the next level - register today!

  • Formulate strategies for effective medical record organization.
  • Discover emerging software tools for streamlined medical record management.
  • Gain tips for collaborating with forensic specialists and medical experts.

  *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

  Abbreviated Agenda

  1. Strategic Medical Record Organization: Best Practices (and 3 Key Mistakes to Avoid)
  2. Innovative Software Solutions for Streamlined Medical Record Management
  3. Future Forward: Embracing AI and Other Current Trends in Medical Records
  4. The Art of Identifying Critical Information: What to Focus on During Review
  5. Challenges When Handling Discrepancies Between Client Statements and Medical Records
  6. Overcoming Difficulties With Heavily Redacted Records
  7. Collaborating With Medical Experts and Forensic Specialists: Insights From the Pros

  Show details
• Personal Injury Paralegal Hackathon: Improve Your Case Management Skills

  • When
    04/02/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100206

  Overview

  Organize Effectively and Keep Injury Cases on the Right Track

  Are you juggling multiple cases, drowning in documents, and racing against deadlines? It's time to elevate your personal injury case management skills! This guide will reveal effective tips and tricks to help you organize case files, meet tight deadlines, coordinate with clients, and more. Ensure cases are handled efficiently so you can help your attorney achieve the best possible outcome for clients - register today!

  • Review effective techniques for organizing documents and managing evidence.
  • Learn how to wrangle medical records from multiple providers.
  • Ensure that clients and witnesses are well informed and are where they need to be throughout proceedings.
  • Discover strategic approaches to tracking deadlines so you can deliver on time, every time.
  • Get your attorney completely courtroom ready with handy trial preparation pointers.

  Abbreviated Agenda

  1. Case Organization and Document Management Hacks
  2. Obtaining and Organizing Medical Records From Multiple Providers
  3. Staying on Top of Case Deadlines and Court Filings
  4. Quick Tips for Coordinating With Clients, Experts, Witnesses, and Insurance Companies
  5. Courtroom Countdown: Trial Preparation Pointers

  Show details
• Quick Tips for Keeping Contracts on Track

  • When
    04/08/2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100247

  Overview

  Improve the Contract Process and Prevent Errors

  Paralegals who support attorneys with contracts play a key role in the smooth management of the entire lifecycle of the contract, from preparation through final execution, management, distribution, renewal and/or termination. Are you optimizing your team's time and efforts? This course offers practical tips for improving the process. Refine your contract management practices - register today!

  • Set up and meet deadlines such as renewal dates, termination clauses, and performance milestones.
  • Learn how to allocate contracts to reviewers and coordinate timely reviews.
  • Keep accurate records of contract versions, amendments, and approvals.
  • Gain better control of the execution and signature process.

  Abbreviated Agenda

  1. Ensuring Secure Storage and Access to Documents
  2. Keeping Contract Records (Negotiations, Previous Versions, Amendments, etc.)
  3. Monitoring Deadlines and Prioritizing Time-Sensitive Contracts
  4. Optimizing the Contract Approval Workflow
  5. Managing Electronic Signatures
  6. Improving Client Communications and Keeping Clients on Track
  7. How Conducting Periodic Contract Audits Helps

  Show details
• Paralegal Investigative Do's and Don'ts for 2025

  • When
    04/09/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100202

  Overview

  Top Tactics for Conducting a Meticulous Investigation

  Failing to conduct a comprehensive and accurate investigation can shatter your credibility - as well as your attorney's - and jeopardize the client's case. Do you really want to risk it? In this indispensable legal guide, our experienced instructors present best practices for assisting your attorney in conducting a robust investigation. Enhance your expertise - register today!

  • Add new interviewing tactics to your tool kit.
  • Streamline the process of requesting public records.
  • Hear tried-and-true strategies for obtaining medical records.
  • Leverage technology for more efficient investigations.
  • Identify the benefits of a post-investigative debriefing.

  *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

  Abbreviated Agenda

  1. Locating People and Background Info: Powerful Tips for Paralegals
  2. Effective Interviewing Techniques for Better Results
  3. Requesting Public Records: Tactics for Streamlining the Process
  4. Tips for Paralegals on Retrieving Employment History and Medical Records
  5. The Dos and Don'ts of Harnessing Technology for Investigations
  6. Post-Investigative Debriefing: A Recipe for Success
  7. The Ethics of Investigations: Insights for Paralegals

  Show details
• Road to Recovery: Medical Record in Auto Injury Cases for Paralegals

  • When
    04/10/2025
  •  
    11:00 AM - 12:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100230

  Overview

  Know What to Look for and Where to Find it

  When it comes to medical records, what's clutter and what's critical to substantiating claims and demonstrating the extent of injuries? This medical-records-made-easy course will show you how to obtain, analyze, and use records to establish a clear medical narrative. Get the insights you need to quickly home in on case-supporting evidence for your attorney and effectively manage medical records in auto injury cases. Register today!

  • Understand injuries that result from auto accidents and the medical documentation that can substantiate them.
  • Ensure you have a comprehensive set of medical records and a well-organized file.
  • Know what to look for in initial medical assessments, in-hospital records, and treatment documentation.

  Abbreviated Agenda

  1. Types of Injuries and Medical Records Relevant to Auto Injury Claims
  2. Pointers for Requesting and Organizing Medical Records
  3. EMS Reports, Emergency Room Records, Primary Care Assessments, and Patient History
  4. Hospital Admission and Discharge Summaries
  5. Diagnostic Imaging Reports and Test Results
  6. Treatment Documentation and Specialist Consultation Reports
  7. Bills and Payment Records
  8. Tips for Preparing the Records for Depositions and Court

  Show details
• Counseling Grieving Clients

  • When
    04/11/2025
  •  
    10:00 AM - 11:00 AM
  • Location
    Webcast

  Register: 

  Overview

  Providing Empathetic and Effective Support

  Your clients often meet you on the worst days of their lives, going through the devastation of loss and grief. And they have a complex legal process looming ahead of them. Let us help you be the guiding hand that will lead them through it with empathy and understanding (while keeping your sanity and productivity, too). Register today!

  • Understand grief and what it does to decision-making.
  • Adopt effective language for communicating with clients in distress.
  • Determine what boundaries you need to set with clients.
  • Distinguish support and availability from codependency.

  Abbreviated Agenda

  1. Understanding Grief and Loss (and Their Effect on Rational Decision-Making)
  2. Preparing the Client for the Rigors of the Legal Process: Being Concise, Setting Clear Expectations
  3. Keeping Clients on Track While Practicing Empathy (Requesting Records, Getting Documents Signed, Obtaining Client Consent, etc.)
  4. Practical Support and Reliable Availability Without Codependency
  5. Helpful Language for Common Client Scenarios
  6. Preventing Burnout: Mental Health Resources for You and the Clients

  Show details
• Calendar Coordination: Minimizing Missed Deadlines Across the Team

  • When
    04/15/2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100239

  Overview

  From Stress to Success

  Calendaring can be overwhelming, especially for multiple attorneys! Let's talk about determining crucial deadlines, keeping a master calendar, and strategies for juggling multiple caseloads. Walk away with actionable tips to help prevent missed deadlines and keep your team ahead of the game. Whether you're a seasoned legal professional or just starting out, this program is tailored to elevate your skills and confidence in calendar coordination- register today!

  • Explore tactics for coordinating master calendars, shared calendars, and individual calendars.
  • Uncover collaborative calendaring methods to improve clarity and keep your attorneys on track.
  • Learn how Microsoft Outlook and other applications can streamline your team's calendar management.

  Abbreviated Agenda

  1. Deadline Calculation and Triggering Events
  2. Calendar Coordination: Maintaining the Master, Shared, and Individual Calendars
  3. Collaborative Calendaring Tactics: Ensuring Everyone Stays Informed and On Track
  4. Getting the Most Out of Microsoft Outlook and Other Applications
  5. Strategies for Managing Multiple Attorneys' Calendars
  6. Tips and Tricks for Avoiding Missed Deadlines

  Show details
• Fact vs Fiction: Dissecting True Crime Narratives

  • When
    04/18/2025
  •  
    12:00 PM - 3:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100207

  Overview

  What Popular True Crime Documentaries Didn't Tell You

  The narratives presented by "true" crime documentaries all too often weave a tangled web of embellishments, lies, and selective storytelling. Can you see through the filmmakers' choices and differentiate fact from fiction? This course dares you to challenge the narratives you've heard and dives deep into the heart of the genre's most infamous cases. Prepare to engage, question, and discover the real stories that deserve to be told - register today!

  • Examine how selective storytelling in Making a Murderer distorted public understanding about Steven Avery's case.
  • Hone in on how The Jinx sidelines the voices of Robert Durst's victims.
  • Investigate crucial details The Staircase overlooked about Michael Peterson's trial.
  • Critique the portrayal of the Chris Watts case in American Murder: The Family Next Door.

  Abbreviated Agenda

  1. Omitted Evidence and Bias in Making a Murderer
  2. What The Jinx Leaves Out
  3. The Unseen Truth in The Staircase
  4. Behind Closed Doors: Unpacking American Murder and the Watts Case

  Show details
• Case File Management Tips and Tricks for Paralegals

  • When
    04/24/2025
  •  
    10:00 AM - 1:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100205

  Overview

  Fresh Approaches That Save Time and Enhance Accuracy

  Wave goodbye to missed deadlines and high stress levels, and wave hello to enhanced efficiency and organization! In this essential course, our distinguished faculty dole out paralegal tips and tricks for effective case file management. Explore best practices for building a calendar system, gain insights into the most popular case management software, and more. Boost your productivity - register today!

  • Analyze best practices for client management and communication.
  • Obtain tips for tracking court dates and deadlines.
  • Evaluate different methods of organizing and storing case files.
  • Discover the legal essentials of closing and archiving case files.

  *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

  Abbreviated Agenda

  1. Client Management and Communication: Onboarding, Info Gathering, and More
  2. All About Timing: Tips for Managing Court Dates, Deadlines, and Caseloads
  3. Using Case Management Software for Case File Organization and Storage
  4. Best Practices for Reviewing, Closing, and Archiving Case Files

  Show details
• LLC Formation for Paralegals

  • When
    04/25/2025
  •  
    8:00 AM - 3:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100203

  Overview

  Build Initial Research, Formation Documents, Filing, and Compliance Skills

  The start of every business must be thoroughly researched and organized to give it the best chance of success. This course will give you the knowledge, forms, and checklists you need to assist in LLC formation. Register today!

  • Organgize client intake and initial research necessary for drafting formation documents.
  • Discover the nuances of creating different types of LLCs and essential taxation considerations.
  • Review all the documents and steps needed to form an LLC.
  • Set up critical recordkeeping and reporting practices that shore up LLC protections.
  • Stay within the bounds of ethical restrictions on what paralegals can do in LLC formation.

  Abbreviated Agenda

  1. Client Intake and Preliminary Research
  2. Types of Business Structures
  3. LLC Taxation
  4. Key Operating Agreement Provisions
  5. Formation Documents Preparation and Filing
  6. Setting Up Ongoing Compliance and Administration Tasks
  7. Legal Ethics

  Show details
• Background Checks to Trial: Paralegal's Guide to Witness Management

  • When
    04/29/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100208

  Overview

  Unlock Your Potential and Master Critical Witness Management Skills

  A paralegal who can effectively deal with witnesses will free up valuable time for their attorney supervisors, providing peace of mind as they focus on legal strategy and case preparation. Can your attorneys trust you to deliver? This concise course will reveal critical witness management skills every litigation paralegal should know. From identifying witnesses to providing courtroom support, get the insights you need to provide your attorney critical support. Elevate your impact - register today!

  • Find background information on witnesses that could affect the case or testimony.
  • Gain expertise in conducting witness interviews and capturing compelling statements.
  • Make sure witnesses are where they need to be, when and where your attorneys need them.
  • Create well-organized witness files that can be easily accessed throughout the case.

  Abbreviated Agenda

  1. Finding Witnesses and Background Information
  2. Best Practices for Interviewing Witnesses and Taking Statements
  3. Witness Communication and Management
  4. Creating and Maintaining Witness Files and Witness Lists

  Show details
• Managing Estate Plas (Document Management, Tracking Life Events, Requesting Updates

  • When
    04/30/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100204

  Overview

  Keeping Estate Plans on Track

  Trusts and estates paralegals know the work doesn't begin and end at getting the will and trust drafted. The only way the estate plan works is when it's based on accurate information, signed and executed properly, and if it's updated regularly. This legal guide covers the process from client intake through execution, life event changes, all the way to probate. Get practical knowledge to help you accomplish the tasks more effectively. Register today!

  • Improve and customize your client intake and make sure all the necessary documents are gathered.
  • Get tips for effective communication with various stakeholders.
  • Prepare clients for the estate planning process and organize case files.
  • Make better use of customized estate planning document templates.
  • Stay on top of post-drafting estate plan execution and maintenance.
  • Learn how to assist attorneys in estate planning and probate.

  Abbreviated Agenda

  1. Client Intake, Grief Counseling, and Follow-Up
  2. Information Needed for Preparing Estate Plans and Estate Inventories
  3. Organizing Will, Trust, POA Templates (Free and Specialized Drafting Software)
  4. Tackling Capacity and Disability Issues
  5. Funding Trusts, Obtaining Certification of Trusts, and Changing Deeds and Titles
  6. Post-Drafting Maintenance: Setting Reminders, Tracking Life Events, Requesting Updates
  7. Organizing Signed Estate Planning Documents and Case Files, Record Retention and Destruction
  8. Essential Paralegal Duties in Probate

  Show details
• Intro to Commercial Debt Collections for Paralegals

  • When
    05/06/2025
  •  
    12:00 PM - 1:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100345

  Overview

  Practical Fundamentals of Collecting From Businesses

  Get the knowledge and practical skills you need to assist attorneys in the complex work of commercial debt collection. This course breaks down the legal framework governing business collections and offers practical tools for determining debtor financial status and supporting key creditor remedy actions. Expand your proficiencies - register today!

  • Clarify critical laws and regulations governing commercial debt collections.
  • Uncover the true state of debtor business's finances to help determine the best course of action.
  • Explore common claims actions and get tips for supporting each one.

  Abbreviated Agenda

  1. Legal Framework Governing Commercial Debt Collection (UCC, UFTA, etc.)
  2. Searching Public Records to Uncover the True Economic Condition of the Debtor
  3. What Creditor Remedies Exist? (Liens, Suit for Repossession, Contract Claims, etc.)
  4. Assisting Attorneys in Post-Judgment Actions: Veil Piercing, Assignment Orders, Contempt Proceedings
  5. Unique Challenges: Self-Employed Debtors, Personal Guarantees, etc.

  Show details
• F is for Family Law: An Introductory Guide for Paralegals

  • When
    05/07/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100303

  Overview

  From Intake to Final Decree and Beyond!

  Looking to build a solid foundation in family law? This course will provide you with the skills you need to manage divorce, support, and custody cases from start to finish. Learn how to conduct effective client intake, organize and maintain case files, and stay on top of important deadlines. Dive into analyzing financial documents and calculating support payments. Explore the options for custody and parenting plans and how to modify or terminate these orders. Unlock the skills you need to get started in family law - register today!

  • Streamline your workflow with case and file management software.
  • Unveil methods for reviewing financial records and assessing income.
  • Discover the procedures for divorce cases, including preparing the preliminary petition.
  • Build confidence in drafting important requests, responses, motions, and more.
  • Explore how to handle ethical dilemmas, such as UPL and dishonest clients.

  *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE’s endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

  Abbreviated Agenda

  1. Client Intake Considerations
  2. Organizational Tactics and Technologies for Case Management
  3. Financial Analysis, Asset Assessment, and Support Calculations
  4. Divorce, Custody Arrangements, and Parenting Plans
  5. Discovery and Evidence Essentials
  6. Litigation and Trial Preparation
  7. Paralegal Ethics in Family Law

  Show details
• Paralegals' Checklist Guide to Personal Injury Cases

  • When
    05/08/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100274

  Overview

  Are You Missing Anything?

  When it comes to personal injury cases, checklists are invaluable to ensuring no deadlines, evidence, liens, or other important details go overlooked. This paralegal program is chock full of checklists to help you ensure you've dotted the i's and crossed the t's. From case inception to tying up loose ends after trial, know exactly what steps you need to take and when. Keep cases organized and on track - register today!

  • Get a comprehensive overview of all key tasks that must be completed by plaintiff and defense.
  • Walk through checklists to ensure you're leaving no stones unturned during case investigations.
  • Identify all potential liens and navigate the way to resolution with handy checklists.
  • Receive step-by-step guidance for discovery, trial preparation, and other litigation to-dos.

  Abbreviated Agenda

  1. Personal Injury Case Master Checklists: What to Do and When
  2. Interview Checklists and Questions
  3. Accident Investigation Checklist
  4. Medical Records and Insurance Checklists
  5. Demand Checklist (and Tips)
  6. Mediation and Settlement Checklists
  7. File Opening, Closing, and Organization Checklists
  8. Checklists and Tips for Dealing With Liens and SubrogationChecklists and Tips for Dealing With Liens and Subrogation
  9. Pleadings and Motions Checklists
  10. Discovery Checklists and Forms: Requesting and Receiving
  11. Discovery Checklists and Forms: Responses
  12. Checklists for Hearings and Depositions: Scheduling, Preparation, What to Do After
  13. Trial Preparation Checklists

  Show details
• Applying the Federal Rules of Civil Procedure: Insights for Paralegals

  • When
    05/15/2025
  •  
    11:00 AM - 2:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100258

  Overview

  Play By the Rules

  Enhance your expertise in federal litigation! This course covers the essential Federal Rules of Civil Procedure (FRCP) you need to know, from rules relating to managing discovery to rules applicable to assisting with motions and case strategy. Learn how you play a crucial role in case management by staying ahead of filing deadlines, organizing key documents, and ensuring compliance. We'll also cover best practices and ethical considerations to help you stay in compliance with the FRCP, safeguard confidential information, and avoid sanctions. Join us to build confidence in supporting your legal team's success in federal cases - register today!

  • Examine key rules of civil procedure that are most pertinent to paralegal practice.
  • Discover effective ways to use the FRCP to support your attorney in motion practice and beyond.
  • Discuss ethical considerations and the importance of compliance with the FRCP.

  Abbreviated Agenda

  1. Key Rules Every Paralegal Should Know for Pre-Trial Success
  2. Supporting Effective Motion Practice and Case Management
  3. Ethical Considerations and Best Practices in FRCP Compliance

  Show details
• Juggling Justice: Mastering the Art of Multi-Attorney Support

  • When
    05/20/2025
  •  
    9:00 AM - 12:15 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100305

  Overview

  The Most Effective Strategies for Balancing Tasks, Setting Boundaries, and More

  From competing deadlines to varying expectations, working for multiple attorneys often feels like herding cats. However, it doesn't have to be hard. In this troubleshooting course, our experienced faculty give you tips and tricks for collaborating effectively within multi-attorney teams, streamlining your workflow, and building contingency plans to deal with unexpected bushfires and delays without compromising productivity. Enhance your efficiency - register today!

  • Gain pointers for building strong relationships in multi-attorney teams.
  • Develop strategies for adapting to different lawyer communication styles.
  • Hear tips for prioritizing deadlines and tasks across multiple attorneys.
  • Discover the top case and task management tools for paralegals.

  *Any mention of specific products in this program is intended as part of a general overview and does not constitute IPE's endorsement or recommendation of any specific product or provider. This program is not sponsored by any technology or electronics provider.

  Abbreviated Agenda

  1. Seamless Collaboration: Tips for Forming Strong Relationships on Multi-Attorney Teams
  2. Adapting to Different Attorney Styles to Ensure Efficiency and Smooth Communication
  3. Prioritizing Tasks and Deadlines for Multiple Attorneys
  4. 5 Task and Case Management Tools That Top Paralegals Swear By

  Show details
• Paralegals' Guide to Impeccable Corporate Records

  • When
    05/21/2025
  •  
    7:00 AM - 2:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100304

  Overview

  Master Essential Formation and Operation Records Management

  Managing transactional documents, as well as formation and operating records is a critical skill every corporate paralegal must master. This practical program offers foundational knowledge for documenting meetings, creating document retention systems, and ensuring proper retention and destruction practices. Whether you are new to the practice area or need a refresher, this program is for you. Register today!

  • Explore key provisions of formation documents and bylaws.
  • Improve your meeting minutes practices, obtain board members' consent, and more.
  • Create and maintain a strong system for updating and maintaining corporate records.
  • Support corporate transactions with exhaustive due diligence requests.

  Abbreviated Agenda

  1. Mastering Foundational Concepts
  2. Essential Corporate Documents, and How to Keep Them Organized
  3. Documenting Meetings
  4. Record Management Systems, Technology, and Tools
  5. Maintaining and Updating Records
  6. Supporting Due Diligence and Corporate Transactions

  Show details
• Probate and Estate Administration for Paralegals

  • When
    06/03/2025
  •  
    8:00 AM - 3:00 PM
  • Location
    Webcast

  Register: https://ipe-sems.com/products/100364

  Overview

  Confidently Assist in Probate and Estate Administration

  Do you have the best system in place for setting up client files; managing probate deadlines and communications; and preparing estate inventories, final accountings, and tax returns? This practical course will give you tips for improving your processes and drafting skills. Register today!

  • Walk through the essential steps of probate and estate administration.
  • Get practical tips for creating the file and organizing the incoming and created documents.
  • Create better inventories with help from experienced faculty.
  • Review key tax timelines and forms.
  • Establish and maintain proper communication with clients, executors, and other parties.
  • Effectively handle final accounting and distributions.

  Abbreviated Agenda

  1. Estate Administration Process Overview and First Steps
  2. Setting Up the File
  3. Communicating With Executors, Clients, and Other Parties
  4. Inventory: Preparing Asset Lists and Analyzing Records
  5. Management of the Estate
  6. Trusts Management and Taxation in Estate Administration
  7. Tax Forms, Timelines, Reporting in Estate Administration
  8. Final Account, Distributions, and Estate Closing
  9. Ethics in Probate

  Show details