Exploring ILTACON: A Game Changer for Paralegals

Andrea, a white woman with brown hair, wears a black blouse.By Andrea M. Blosser

In the ever-evolving landscape of legal technology, the International Legal Technology Association Conference (“ILTACON”) stands out as a pivotal event. This annual conference brings together legal professionals from around the world to share insights, explore new technologies, and discuss best practices. For paralegals, ILTACON offers unique opportunities to enhance their skills, broaden their knowledge, and network with industry leaders.

What is ILTACON?

ILTACON is the premier educational and networking conference for legal technology professionals. Held annually, it features a wide range of sessions, workshops, and keynote speakers who dive into the latest trends in legal technology. Topics often include data management, cybersecurity, AI in legal practices, and more. The conference attracts a diverse group of attendees, from legal IT specialists to paralegals, making it an invaluable resource for anyone in the legal field.

ILTACON 2025 will be held this year on August 10-14, 2025, at the Gaylord National Resort and Convention Center in National Harbor, Maryland.

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Dear NCBA WIP . . .

By the WIP Committee 

As a reminder, as part of a monthly blog series, we’ve invited members of the NCBA Women in the Profession (WIP) Committee to share their insights on common challenges faced by women in the legal profession. As you will see in their answers, each member brings a unique perspective and personal experience, resulting in varied responses to the same questions. This diversity of thought underscores that there is rarely a single “right” answer to any given situation. We hope these insights offer valuable perspectives for other female attorneys navigating similar dilemmas in the legal workplace.

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Thriving, Not Just Surviving: Tips for a Positive Law Practice

Adam a white man with light brown hair, wears a white shirt, red tie with light polka dots, and a white shirt. He is smiling. By Adam G. Linett

“Don’t worry, be happy.” Perhaps you remember the popular 1988 song that encapsulated a worldview. If it were only that easy, though, especially with the practice of law. It’s true that a person with a positive outlook tends to be happier and have more friends. We all want to be that person who is the life of the party, or at least be friends with them. But how can we, with the daily stresses faced with our law practices and client expectations, build or maintain a positive viewpoint on our law practice? Here are a few thoughts.

It’s important to keep your faults in perspective, recognizing them not as insurmountable flaws but as opportunities for growth. Everyone has imperfections, and acknowledging them with humility can pave the way for self-improvement. Similarly, we will make mistakes when practicing law. The good news is that there is often more than one way to accomplish a legal objective, and that mistakes are not always fatal to a case.

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Checking In: January 28, 2025

Bradley Arant Boult Cummings LLP Names New Partner

Leah, a white woman with curly brown hair, wears a black suit. Leah Campbell is now a partner with the firm. She counsels banking clients in regulatory issues, transactions, warehouse lending, pre-litigation risk, compliance with federal and state laws, and financial technology contracts. Campbell has practiced banking law for more than 22 years. She earned a J.D., magna cum laude, from Tulane University Law School, where she was a member of the Order of the Coif and received the Ray Forrester Award for Constitutional Law. She holds a B.A. from The Evergreen State College.

Cranfill Sumner Selects New Partner 

Charlie, a white man with brown hair, wears a white shirt, red tie and black suit.Charlie Raphun is an attorney in the firm’s Raleigh office. He practices commercial and technology law and has over 25 years of experience in the telecommunications industry. Raphun offers transactional services and advises businesses and individual clients. He has experience in compliance programs, intellectual property portfolios, litigation, and risk management systems. He holds a J.D. from the University of North Carolina School of Law, a master’s degree from the U.S. Army War College, and a bachelor’s degree from the University of Florida.

 Attorney Joins Law Firm Carolinas

Chris, a white man with light brown and grey hair, wears a white shirt, red and white striped tie and black suit.Chris Gelwicks has practiced law for more than 25 years. He has represented homeowners and condominium associations with their formation, operations, collections, and litigation. He has completed more than 60 jury trials and numerous bench trials, and he has served as a mediator across North and South Carolina and has represented clients in both trial and appellate courts. He serves on the Case Law Update Team for the Community Associations Institute. He received a J.D. from Regent University School of Law and a bachelor’s degree from Towson State University.

Moore & Van Allen Promotes Attorneys to Partner

Jacqueline, a white woman with golden brown hair, wears a black suit. Jacqueline Ferrell focuses her practice on employment litigation and counseling. Her practice is focused on employment litigation and counseling. She represents national and regional companies in court, arbitration, and administrative agencies against employment claims. She works with clients on a range of matters related to labor and employment law. She holds a J.D. from the University of Virginia School of Law and a bachelor’s degree, magna cum laude, from Duke University.

Elena, a white woman with brown hair, wears a pink blouse and black suit. Elena Mitchell focuses her practice on complex litigation in matters that include business torts, commercial contracts and mortgage loan disputes, estate litigation, and antitrust litigation. Mitchell assisted the firm in creating the DEI Advice, Audits & Assessments practice and provides counsel to companies, government entities, and nonprofits regarding DEI programs and investigations. She holds a J.D. from the University of Virginia School of Law and a bachelor’s degree from the University of South Carolina, where she graduated from the honors college.

Laura, a white woman with light brown hair, wears a grey suit. Laura (Boorman) Truesdale focuses her practice on environmental risk and compliance issues in matters of business and real estate transactions, redevelopment projects, and regulations. She assists developers, lenders and financial institutions, contractors, and buyers/sellers of contaminated properties on environmental considerations. She provides counsel to investors in environmental matters connected to acquiring large-scale renewable energy project portfolios. She received a J.D. with honors from the University of Richmond School of Law and a bachelor’s degree from the University of Virginia.

Poyner Spruill Names New Partners, Welcomes Associate

Amy, a white woman with dark brown hair, wears a black blouse and jacket. Amy Clay is a partner with the firm. She works with school systems in matters of education law. She focuses on issues related to the Individuals with Disabilities Act (IDEA) and Section 504 of the Rehabilitation Act of 1973, and she is a Title IX investigator. She is a member of the Board of Directors for HOST (Housing Options for Students Today). Clay holds a Ph.D. in school psychology from North Carolina State University, a J.D. from Campbell Law School and a B.S. from the University of North Carolina at Chapel Hill.

Hannah, a white woman with brown hair, wears a red blouse and black jacket. Hannah Munn is a partner with the firm. She focuses her practice in employee benefits and executive compensation. She assists public, private, governmental, and nonprofit employers as they create and document retirement plans, welfare benefit plans, fringe benefit plans, and executive compensation plans. She serves as the chair of the focus Committee with the American Society of Pension Professionals & Actuaries. She is the co-editor-in-chief of the Journal of Pension Benefits. She holds a J.D., summa cum laude, from North Carolina Central University School of Law and a bachelor’s degree from the University of North Carolina, where she graduated with distinction.

Rachel, a Black woman with brown hair, wears a red blouse and black jacket. Rachel Nicholas is a partner with the firm. She represents public school systems throughout North Carolina. She serves as the 2024-25 chair of the NCBA Education Law Section and was selected as a 2019 participant in the NCBA Leadership Academy. She is a North Carolina Council of School Attorneys at-large representative. Before going to law school, she worked with Teach for America and was a second-grade teacher in Rocky Mount. She holds a J.D. from the University of North Carolina School of Law and a bachelor’s degree from the University of North Carolina at Greensboro.

Grace, a white woman with golden brown hair, wears a white blouse and navy jacket. Grace Pennerat is a partner with the firm. She works with local boards of education, superintendents, and central office personnel in matters related to students, employees, and communities. Pennerat is a Title IX investigator. She helps clients with issues of employment and family-based immigration. Before going to law school, Pennerat was a research assistant and course administrator for the University of North Carolina’s Department of Public Policy. She holds a master’s degree in higher education administration from Appalachian State University, a J.D. from Wake Forest University School of Law, and a bachelor’s degree from UNC.

Rebecca, a white woman with blond hair, wears a pale blue blouse and black jacket. Rebecca Williams is a partner with the firm. She helps public school systems in matters of education law. Before becoming an attorney, she taught Spanish to high school, community college and college students. She is a Title IX investigator. She is a member of the North Carolina Council of School Attorneys, the National Council of School Attorneys, and the NCBA Education Law Section. She received a J.D. from the University of North Carolina School of Law, an M.A. from the University of New Hampshire, and a B.A., magna cum laude, from West Virginia University.

Joey, a white man with light brown hair, wears a white shirt, red tie and black jacket. Joseph Garfunkel is an associate with the firm. He is based the firm’s Charlotte office. He represents commercial construction clients and assists developers, architects, owners, sureties, general contractors, and suppliers in North Carolina and South Carolina. Garfunkel also works with contractors and homeowners before the North Carolina Licensing Board for General Contractors. Garfunkel holds a J.D. from the University of South Carolina School of Law and a bachelor’s degree from the University of Florida.

Robinson Bradshaw Elects Nine New Shareholders

Robinson Bradshaw recently announced the addition of nine new shareholders, including NCBA members Lucas Anderson, Benjamin C. DeCelle, Megan Clemency Haynes, Travis S. Hinman, Melissa A. Romanzo, Caitlin H. Sullivan and Rosemary Chandler Wells.

All of the new shareholders practice in the firm’s Charlotte office.

Lucas, a white man with brown hair, wears a white shirt and black suit. Lucas Anderson focuses his corporate practice on private equity, mergers and acquisitions, sports law, health care transactions, joint ventures and general corporate matters. He has experience handling a broad range of transactions and negotiating and drafting a wide variety of contractual arrangements. Anderson earned his law degree from Vanderbilt University and his bachelor’s degree magna cum laude from Austin Peay State University. Prior to joining the firm, he served as a law clerk for Judge Julia Smith Gibbons of the U.S. Court of Appeals for the Sixth Circuit.

Ben, a white man with light brown hair, wears a white shirt, red tie and black suit. Benjamin DeCelle represents clients across a range of industries, including manufacturing, construction, banking and finance, technology, real estate, and oil and gas. He maintains a diverse litigation practice with experience in matters involving commercial contracts, insurance coverage, construction disputes, fraud, unfair and deceptive trade practices, and general business disputes. DeCelle received his law degree with high honors from the University of North Carolina at Chapel Hill and his bachelor’s degree summa cum laude from the University of North Carolina at Pembroke.

Megan is a white woman with golden brown hair, and she is smiling. Megan Haynes focuses her transactional practice on mergers and acquisitions, joint ventures, and general corporate and commercial matters. She primarily represents clients in the health care industry and regularly advises clients on health care-related regulatory issues. Haynes also assists clients in obtaining antitrust clearance for mergers and acquisitions and advises clients on antitrust compliance matters. Haynes received her law degree summa cum laude from the University of South Carolina and her bachelor’s degree with high distinction from the University of Virginia.

Travis, a white woman with brown hair, wears a black suit. Travis Hinman represents clients in complex business litigation and appeals. She has a depth of experience litigating significant business disputes, class actions and other high-stakes cases in state and federal courts across the country. In addition, Hinman guides clients through internal investigations and a variety of employment and reputational issues, developing strategies to reduce litigation risk and advance business goals. She also maintains an active pro bono practice focused on appellate work. Hinman received her law degree with highest honors and her bachelor’s degree with highest distinction from the University of North Carolina at Chapel Hill. Prior to joining the firm, Hinman served as a law clerk for Judge James A. Wynn Jr. of the U.S. Court of Appeals for the Fourth Circuit.

Melissa is a white woman with brown hair who is wearing a black suit. Melissa Romanzo represents clients in high-stakes litigation including environmental and toxic tort claims, contract disputes, employment matters and class actions. She also serves as chair of Robinson Bradshaw’s Environmental Practice Group. In addition to advising her clients in a variety of environmental matters, Romanzo handles complex employment discrimination, harassment, retaliation, Fair Credit Reporting Act, OSHA and wage-and-hour disputes. She also maintains an active pro bono practice representing indigent clients in a variety of matters. Romanzo holds a law degree cum laude from the University of Notre Dame and a bachelor’s degree cum laude from Davidson College.

Caitlin, a white woman with light brown hair, wears a black suit. Caitlin Sullivan focuses her transactional practice on corporate finance. She regularly represents both banks and borrowers in a variety of financing transactions, including investment grade and non-investment grade syndicated and bilateral facilities, letter of credit facilities, secured financings and acquisitions, and bridge financings. Sullivan earned her law degree magna cum laude from the University of Georgia and her bachelor’s degree magna cum laude from Clemson University.

Rosie, a white woman with blond hair, wears a black suit. Rosemary Wells focuses her corporate practice on mergers and acquisitions. She has significant experience representing public and privately held companies and private equity firms and their portfolio companies in corporate transactions across industries including health care. Wells also advises health care clients on joint venture transactions. In addition, she counsels clients on corporate governance matters and commercial agreements. Wells earned her law degree cum laude from Duke University and her bachelor’s degree summa cum laude from Boston College.

 

Smith Debnam Announces New Partner

Tiffani, an Asian American woman, has black hair and is wearing an ivory blouse. Tiffani Atamas is now a partner at the firm. In 2022, Atamas joined the firm, where she is a part of the Family Law team. She works with clients in various matters related to family law: separation and divorce, equitable distribution, alimony, post-separation support, child custody, child support, prenuptial and postnuptial agreements, and domestic violence cases. She is focused on assisting international clients and multicultural families. Before attending law school, she was an investment banker. She graduated from Harvard Law School in 2012 and holds a B.A. in economics from Brown University.

McGhee Begins New Role With Governor’s Office

Jasmine, a Black woman with black hair, wears a grey suit.Jasmine McGhee has started in a new role as Deputy Chief of Staff and Senior Advisor to Governor Josh Stein, where she serves as a member of the Governor’s Leadership Team. Prior to joining the Governor’s office, she served as Senior Deputy Attorney General and Director of the Consumer Protection Division at the North Carolina Department of Justice. She is also an Eisenhower Fellow. McGhee holds a J.D. from Columbia Law School. While in law school, she was a member of the Columbia Law Review and a Paul Robeson Scholar. She received her undergraduate degree in history from UNC, where she graduated with honors and distinction.

Tuggle Duggins Selects New Managing Partner

Natalie, a white woman with brown hair, wears a light blue blouse, a pearl necklace, and a black suit.Natalie Folmar is now managing partner with the firm. Folmar has practiced with Tuggle Duggins for almost twenty years. She has been a member of the management committee for seven years. Folmar works with companies in matters regarding acquisition and divestiture and standard business operations. She is on the board of the Guilford Education Alliance and has taught courses as an adjunct professor at Elon University School of Law. She holds a J.D. with honors from the University of North Carolina School of Law and a bachelor’s degree, magna cum laude, from the University of North Carolina – Charlotte.

Young Moore Names New Shareholders

Reed, a white man with light brown hair, wears clear glasses, a grey shirt, a yellow tie with polka dots, and a black jacket. Reed J. Hollander has practiced with the firm since 2023. He has more than 27 years of experience in state and local tax controversies. He represents clients in matters of eminent domain and condemnation law, economic development, and administrative and business litigation. He is a fellow of the American College of Tax Counsel and the chair of the NCBA Tax Section. He previously co-taught a State and Local Tax course at the Miami School of Law for eight years. He holds a J.D. with honors from Duke University School of Law and a bachelor’s degree from the University of Illinois at Urbana-Champaign.

Matthew, a white man with dark brown hair, wears a white shirt, blue tie and black jacket. Matthew C. Burke practices insurance coverage and commercial litigation, including complex business disputes, employment matters, construction issues, products liability, and premises liability. He holds a J.D. with high honors from the University of North Carolina School of Law. Following law school, he served as a clerk for Judge Cheri Beasley at the Supreme Court of North Carolina. He also served as a fellow in the North Carolina Solicitor General’s Office. He received a bachelor’s degree from UNC.

Anderson, a white man with brown hair, wears a white shirt, navy tie and black jacket. Anderson Phillips represents clients in trucking litigation, product liability, premises liability, and insurance defense cases. Prior to joining the firm, he was a clerk to Judge Mark A. Davis at the North Carolina Court of Appeals and the North Carolina Supreme Court. He holds a J.D. from Duke University School of Law and a bachelor’s degree from the University of North Carolina at Chapel Hill, where he graduated Phi Beta Kappa.

Patrick, a white man with brown hair, wears a grey and white checkered shirt, purple tie and grey jacket. Patrick VanderJeugdt is a member of the firm’s general litigation team. He has practiced with the firm since 2019. VanderJeugdt litigates construction and insurance matters and focuses on first-and third-party insurance coverage disputes. He received his J.D. from the University of North Carolina School of Law, where he served as a research assistant for the UNC Center on Poverty, Work, and Opportunity. He holds a bachelor’s degree in polymer chemistry from UNC.

¡Adelanté! – Lawyers Who Lead

Lakethia, a Black woman with black hair, wears a black and white blouse and black blazer. By Lakethia Jefferies

The Spanish word “Adelante” translates to “forward,” and one of the Minorities in the Profession’s flagship programs is the annual ¡Adelanté! event, which offers a unique professional development opportunity for law students and young attorneys from diverse backgrounds. This event provides invaluable sessions on key topics such as professionalism and ethics, embracing diversity in practice, and making informed financial decisions throughout your legal career.

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From Dial-Up to Deep Learning: Looking Back and Looking Forward

Lauren, a white woman with blond hair and bangs, wears wire-rimmed glasses, a royal blue blouse and gold necklace.By Lauren Clemmons 

Can you imagine a time when the internet was foreign, unknown, and unexplored by the common lawyer? For many lawyers, the early 1990s was such a time. The release of the Mosaic web browser on January 23, 1993, introduced the internet to the general public and popularized the World Wide Web. Mosaic’s features made the web more visually appealing and accessible. Mosaic’s graphical user interface allowed users to visually navigate the web using icons, buttons and menus, rather than text-based commands. Images were integrated with their accompanying text, not shown in a separate window. Clickable hyperlinks allowed navigation between web pages. The intuitive interface and easy installation process appealed to a broader audience, including those who were not technically inclined, and earned Mosaic the title of “user friendly.” Mosaic influenced further developments such as web browsers (e.g., Netscape Navigator in 1994 and Internet Explorer in 1995), e-commerce (e.g., Amazon founded in 1994 and eBay founded in 1995), online communities (e.g., GeoCities founded in 1994), and search engines (e.g., Yahoo! Search in 1994).

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Paralegal Spotlight: Erica Weiss

Erica, a white woman with black hair, wears a black turtleneck and white blazer.

Erica Weiss

By Lakisha Chichester

Erica Weiss serves as the senior paralegal, office manager, and case manager for attorney Michael D. Nash at Lloyd & Nash, PLLC, in downtown Greensboro. With over eight years of experience, Erica specializes in case management, client communication, and attorney schedule coordination. Her core strengths include maintaining detailed case files, conducting thorough legal research, and investigating case-relevant information. Erica excels at managing multiple priorities and ensuring attorneys are well-prepared for their commitments weeks in advance.

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What Attorneys Need to Know When Hiring Their First Employee: A Guide to Getting It Right

Jason, a white man with light brown hair, wears a light purple shirt and grey blazer. By Jason Deshayes

As a small firm practitioner, you’ve likely spent years building your practice, establishing client relationships, and honing your legal skills. Now, you’re ready to take the next step: hiring your first employee. While this is an exciting milestone, it also brings a host of legal, financial, and administrative responsibilities. Making sure you’re prepared for this transition will not only help you avoid costly mistakes but also set the foundation for a successful working relationship with your new team member.

Here’s a guide to help you navigate the key considerations when hiring your first employee.

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Searching for Volunteers for the Grab-a-Coffee Program – Spring 2025

Matt, a white man with brown hair, wears a pale blue shirt, grey suit, and mint green tie.Tae, a Black woman with Black hair wears a white blouse and a black blazer.By Mary Beth Davis, Matt Meinel and Tae Storr

Do you have time to grab a cup of coffee? Instead of taking this one to-go, how about spending thirty meaningful minutes with a future lawyer?

A half hour of your time is all we need to make this program a success! We are seeking attorney volunteers to connect with a law student and pass on the valuable insights you have about succeeding in law school and entering the practice of law. If you would like to volunteer, please fill out this attorney sign-up form (law students can sign up with this student sign-up form). If you have signed up during a previous GaC session, you will need to sign up again.

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Disallowance of Deduction of Fines and Penalties Versus Restitution

John, a white man with dark brown hair, wears a pale blue shirt, lime green and blue tie, and black suit. By John G. Hodnette

Subject to the origin of the claim test, most judgments or settlements paid by a business are fully deductible as ordinary and necessary business expenses under Section 162(a). However, one exception is in Section 162(f), which provides “no deduction otherwise allowable shall be allowed under this chapter for any amount paid or incurred (whether by suit, agreement, or otherwise) to, or at the direction of, a government or governmental entity in relation to the violation of any law or the investigation or inquiry by such government or entity into the potential violation of any law.” This fine or penalty exception is defined broadly to include almost any payment made to a governmental plaintiff. It prevents a subsidy in the form of tax deductions for payments to governmental entities for violations of law.

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