Limited Licensing and Regulatory Reform Update

By the Utilization Committee

Happy New Year from the NCBA Paralegal Division’s Utilization Committee!

One mission of the Utilization Committee is to keep the Paralegal Division informed concerning potential regulatory reform in North Carolina and other jurisdictions that might impact the paralegal profession.

As you may be aware, the North Carolina State Bar Subcommittee Studying Regulatory Change has been exploring various types of regulatory reform that might positively impact access to justice in North Carolina.

The Subcommittee has completed its work, and Mark Henriques, the Subcommittee Chair, has completed a report, Issues Subcommittee on Regulatory Change: Report and Recommendations (January 2022). The report includes recommendations to the Issues Committee and the State Bar Council concerning regulatory reform (e.g., limited licensing, regulatory sandbox, and more).

Mark Henriques will present the report to the Issues Committee at its meeting on January 19, 2022, from 2:30 p.m. to 3:30 p.m., and to the State Bar Council at its meeting on January 21, 2022, from 8:30 a.m. to 11:30 a.m.. While the Issues Committee and Council will likely be discussing many topics during their meetings, you are welcome to watch the meetings by visiting the North Carolina State Bar YouTube Channel and subscribing to receive a reminder.

After these meetings, we hope to understand better how the State Bar Council will manage the Subcommittee’s recommendations.

In the interim, click here to read the full report by viewing the 1/7/2022 update entry on the North Carolina Justice for All Project website.

S.M. Kernodle-Hodges, Utilization Committee Co-Chair

Alicia Mitchell-Mercer, Utilization Committee Co-Chair

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The Paralegal Division Blog is managed by the Division’s Communications Committee. Via the blog, the Communications Committee provides information written by attorneys, paralegals, and other experts designed specifically for paralegals in the areas of substantive law, ethics, technology, paralegal practice advice, and more. If you are interested in signing up to submit a blog post on a future date, you can do so here. When you are ready to submit a blog post, you can do so by using this form.

You may also wish to participate in the Division by using our virtual suggestion box to submit suggestions/ideas to the Division Council, nominating a paralegal for Paralegal Spotlight, or completing the Paralegal Spotlight Questionnaire if you are nominating yourself. If you are interested in volunteering with the Communications Committee, please contact the Communications Committee Chair at [email protected]. If you are interested in joining other division committees, you can review a list of committees and sign up here.

2021 Reflections and Moving Forward

By Shawana Almendarez

Another year of unprecedented times has caused the council to experience some transitions in its members whose terms have not yet expired. I am pleased to announce that Yazmeen Gadalla will serve as Interim Treasurer and Kimberly Johnson will serve as an Interim Council Member for the remainder of the year. Jennifer Gaff has been nominated by our Nominations Committee to fill Yazmeen’s Council Member Seat, which is set to be officiated during our next council meeting.

With those announcements, we will have three council member vacancies in 2022. Nominations to fill the vacancies of the unexpired terms will be held at our annual meeting. Members interested in joining the council may submit their nominations to [email protected].

It is hard to believe I am already halfway through my tenure as the Paralegal Division Chair. When the year began, I announced that my overall goals for the council and division were inclusivity, transparency, and the implementation of activities to continue to advance the excellence of the Paralegal Division. Many thanks to the Executive Council and Council Members for helping to accomplish those goals.

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Preparing for the Holidays

By Yazmeen O. Gadalla

Hello, fellow division members, and happy holidays!

As we come to the end of December, we have made it through another year together, adjusting to the challenges the world has presented us.

I wish you all the best as we continue through our journeys!

With these challenges, the holidays can be a stressful time.

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Introducing the North Carolina Paralegal Pro Bono Honor Society

By Rachel Royal 

In January 2022, the North Carolina Pro Bono Resource Center will launch a voluntary Paralegal Pro Bono Reporting process for the first time. While there is no requirement for paralegals to offer pro bono services in North Carolina, there is an ethical responsibility for attorneys to do so under North Carolina Rule of Professional Conduct 6.1, and Guideline 10 of the ABA Model Guidelines for Utilization of Paralegal Services states that “[a] lawyer who employs a paralegal should facilitate the paralegal’s participation in appropriate continuing education and pro bono publico activities.” Rule 6.1 encourages North Carolina attorneys to provide at least fifty (50) hours of legal services per year at no cost to individuals of limited means and/or charitable or other organizations that serve individuals of limited means. These lawyers who provide at least fifty (50) hours of these types of volunteer services in a year are recognized through the North Carolina Attorney Pro Bono Honor Society. For the first time, paralegals who meet these requirements will have a similar venue for recognition – the North Carolina Paralegal Pro Bono Honor Society.

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Kernodle-Hodges Receives the Paralegal Division’s Endorsement for the NCSB Board of Paralegal Certification

By Shawana Almendarez

NCBA Paralegal Division Special Nomination Committee

The Notification

On June 23, 2021, the North Carolina State Bar Board of Paralegal Certification (hereinafter “Board”) notified the Paralegal Division (hereinafter “division”) of a call for nominations pursuant to 27 N.C.A.C. Chapter 1G – Section .0105 to fill an upcoming vacancy on the Board.

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Welcome, Division Members

By Shawana Almendarez

Welcome to all our division members. Thanks to all who have served and will serve! I am honored to serve as the 2021-2022 Paralegal Division Chair. Last year, our division worked during unprecedented times and continued to advance its mission and achieved many goals.  The Paralegal Council and its committees served our members and communities through countless virtual social events, assisted with pro bono services projects, membership giveaways, and scholarships.

The division’s success is an attribute of the hard work of our Paralegal Council Committees and our members’ participation. The Paralegal Council has 13 committees — Bylaws, Continued Paralegal Education, Diversity and Inclusion, Ethics, Long Range Planning, Membership, Paralegal Student Relations, Pro Bono, Publication/Blog (Communications), Section Liaisons, Survey, Technology, and Utilization. Our members are encouraged to get involved by investing time to serve on any committee of interest to them. Check out the bylaws on the division’s community page for committee descriptions.

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Volunteer to Prepare Expunction Petitions Remotely

By Rachel Royal 

In August 2021, the North Carolina Pro Bono Resource Center (NCPBRC) will partner with the Mecklenburg County Clerk of Superior Court’s Office and SelfServe Center, as well as the Charlotte DA’s and PD’s Offices, to offer advice regarding applicants’ eligibility for expunction relief under North Carolina law. Applicants will meet with a volunteer attorney to learn whether they are eligible or ineligible for relief.

This will be the fourth clinic of its kind. The previous three were held in October 2019, June 2020, and February 2021. For the first time, the project contemplates recruiting paralegal volunteers to review records and prepare petitions in advance of the clinic. Each petition should take about 15 minutes to prepare, and approximately 60 clients are expected to be eligible for relief. Virtual training will be provided by NCPBRC and partner staff.

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Paralegal Spotlight: Mary Accardi

By Mary Accardi

I became a paralegal a few years ago, not as a recent college graduate nor as my first profession, but as someone looking for divine intervention.

My younger self was a stay-at-home mom until my divorce. At the time, I was determined to support myself, and against the advice of my attorney, did not ask for alimony. Maybe not a great idea in retrospect, but knowing myself, I would most likely do it again. I did not have a college degree and had not worked outside of my home in over ten years. I was lucky, though; I found a job in New York City working for an oil broker. Within a year, I was the Office Manager. When they decided to move to Miami, I handled the logistics of moving the office, the brokers, and their families, as well as mine. Being a single Mom in an unfamiliar city, five hundred miles from all that I knew, I was miserable; I missed my family and friends. I connected with someone that knew someone, and as luck would have it, found a job immediately back in Midtown Manhattan. Back then, you could make a decent living without a college education. It was a different time. However, internally, I frequently felt “less than.”

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2021 Distinguished Paralegal Award Winner: Alicia Mitchell-Mercer

Alicia Mitchell-Mercer

Alicia Mitchell-Mercer has been selected to receive the 2021 Distinguished Paralegal Award. The award will be presented at the 2021 NCBA Annual Meeting, which will take place virtually on Thursday and Friday, June 17-18. Mitchell-Mercer will be honored during the Awards & Recognitions Presentation on Thursday, June 17, at 5 p.m.

Mitchell-Mercer received a B.S. in Paralegal Studies from Charter Oak State College and an M.S. in Project Management from Missouri State University. She has earned paralegal certifications from NALA (ACP), NFPA (RP), the South Carolina Bar (SCCP), and the North Carolina State Bar (NCCP).

She holds advanced paralegal certifications in trial practice, contracts administration, e-discovery, and business organizations: incorporated entities from NALA. She is certified by the International Institute of Legal Project Management (IILPM) as a Legal Project Practitioner and by the Scrum Alliance as a Certified ScrumMaster.

Mitchell-Mercer works in Charlotte as a legal project manager and paralegal at Brown & Associates, PLLC and as a legal project manager consultant at Lex Project Management Consulting Group using traditional and Agile methodologies. She is a securities arbitrator with the Financial Industry Regulatory Authority (FINRA).

Mitchell-Mercer is very involved in the legal community. She focuses her efforts on causes that advance the proper utilization of paralegals, access to justice, and that support the well-being of children.

She serves as the Communications Chair for the NCBA Paralegal Division, a role she has held for three years. She is the Chair of the division’s Technology Committee and the Publications Committee. She previously served as a member of the Paralegal Division Council (2015) and a participant in the Internet and Regulations Task Force (2016).

Mitchell-Mercer is currently serving on NALA’s Continuing Education Council which is charged with planning conference education sessions; developing, coordinating, and facilitating continuing education programs and certification review courses; and producing Facts & Findings magazine.

She is a Guardian ad Litem for abused and neglected children in the 26th Judicial District and was recently appointed to the North Carolina State Bar’s Subcommittee Studying Regulatory Change.

Mitchell-Mercer teaches CLEs and contributes to legal publications on the topic of legal project management and lives in Charlotte with her husband and son. She enjoys reading, traveling abroad, and time spent by the ocean. She also volunteers with Autism Speaks, Compassion International, and Central Church of God in Charlotte.

Previous recipients of the Distinguished Service Award were (2008) Teresa L. Bowling, (2010) Virginia M. Burrows, (2011) Phyllis M. Hines, (2012) Stephanie C. Crosby, (2013) Kaye H. Summers, (2014) Sarah Hall Kaufman, (2015) Yolanda N. Smith, (2016) Wanda Pitts Nicholson, (2017) Alicia Lewis of Raleigh, (2018) Sarah L. White and (2019) Lakisha Chichester.

Paralegal Spotlight: Laurie Hayden

By the Communications Committee 

Paralegal Spotlight is the division’s monthly publication designed to share division members’ stories with colleagues, inspire present and future paralegal professionals, and strengthen awareness of the profession and association.

Each month we select one amazing paralegal from among our membership and ask them to share a little about their personal and professional life. Join Paralegal Spotlight as we learn more about member talents, skills, personal and professional goals, technology tips, accomplishments, volunteer work, and more.

This month’s Paralegal Spotlight is on Laurie Hayden, a Corporate and Estate Administration Paralegal at Patrick Harper & Dixon L.L.P. in Hickory, North Carolina.

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