Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division

Page created by Brian Chan
 
CONTINUE READING
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
winter 2022 vol. 27 no.3

    TPJ
Paralegal Journal
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
PRESIDENT’S
by Susi Boss, President
                                            Message
W              e are in the
               the down-
hill run of my year as
                                                                     add to your knowledge
                                                                     and have some fun as
                                                                     well. Take advantage
                                                                                              new rules, upcoming CLEs, and current
                                                                                              courthouse protocols.
                                                                                                  Make sure you make contact with your
President and while it                                               of what they have        District Director and make arrangements
has moved quickly I                                                  found and developed.     to obtain your 40th Anniversary gift and
hope we have all taken                                                  Remember during       pin. Having trouble making contact, just
the time to slow down                                                this time to take        let me know or Lisa Pittman, President-
and spend more time                                                  advantage of the         Elect.
with our families and                                                seminars and webinars        I am so proud of this organization
friends but to also find                                              our Directors have       and all of the men and women who
ourselves as paralegals.                                             and are still putting    worked so hard to make it come to
TAPS 2021 was amazing                                                together for you.        fruition with the support and hard work
and we are still hearing                                             Remember to KEEP         of the State Bar in having faith in our
great things from it. Ready for TAPS 2022       YOUR CLE forms.                               profession. Congratulations and happy
in Ft. Worth?? It’s going to be amazing.           Please always find your voice through       40th Anniversary.
     You all have made our anniversary of       the TPJ!                                                                          Susi Boss
40 years an amazing show of how Texas              Keep up with what’s going on in your                                President 2021-2022
does it bigger and better and I expect all of   local districts and share that information.                             Paralegal Division
us to keep that going.                          Frustration is sharing information and                                   State Bar of Texas
    The editor for the TPJ and the editor       then someone saying, “Oh, I knew that
for the “Paralegal Pulse” work hard and         and have been doing it for weeks.” Keep
tirelessly to bring you great information,      the rest of your co-workers in the light of

                                                                                           
                                                                                       
                                                                                           

                                                                             C 130;&5C+-@C -75C 3C33C!30=7#C
                                                                             B 8>/4('."C>'8$C24)")6C4/66C8$C688
                                                                             B />4 )C C/22/48:.'8'6C6:$C6C ?5
                                                                              ;-C 3*!*C+&-3C 
                                                                             B 4/66'/.)C'8$C6:68.8'
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
winter 2022 vol. 27 no.3

Focus on. . .
                                                 TPJ
                            Texas Paralegal Journal

                                                                                        Quarterly Board Summary

                                                                                        Even-Numbered District Director
                                                                                        Election Notice
                                                                                                                            37
                                                                                                                            37
The Paralegal Division Celebrates its                                                   Award History
40th Anniversary
                                          4                                                                                 38
President’s Page
                                         16
Celebrating 40 Years
Paralegal Division Chairs
                                                                                        Et Al.
and Presidents
                                         17   Hot Cites                                 2021 Paralegal Division Annual Meeting
                                                                                        “Against All Odds”
Presidents’ Retrospections
                                         18                                                                                41
                                              Inflation is Here. How Should I            Award of Excellence
                                              Respond?                                                                     43
Paralegal Division State Bar of Texas
Column on Establishment in 1981
                                                                                  31    Special Award
                                                                                                                           44
                                        26    Behind the Digital Curtain of the         Exceptional Pro Bono Award

The Genesis of the Paralegal Division of
                                              Paralegal Division – Len Hardin and                                          44
                                              David Timmons                             TAPS is Roaring into 2021
the State Bar of Texas – A Tale of Three
Who Made it a Reality
                                                                                  33                                       45
                                         27                                             TAPS Scholarship Recipients
                                                                                                                           46
Well-Wishes from Charter
Members
                                              Columns                                   TAPS Sponsors
                                                                                                                           47
                                        28                                              Exceptional Pro Bono Award
                                              President’s Message                       Nomination Notice
                                                                                    1                                      48
                                              Editor’s Note
                                                                                    3
                                              The Ethics of Professionalism and
                                              Coworkers
                                                                                  36
2   t e x a s pa r a l e g a l j o u r na l                                                                     w i n t e r 2 02 2
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
EDITOR’S                          Note                                                        Publications
                                                                                              Megan Goor, TBLS-BCP, Editor
                                                                                              Rhonda J. Brashears, CP, TBLS-BCP, Coordinator
                                                                                              Kim Goldberg, TBLS-BCP, Board Advisor

I
                                                                                              Art Direction
By tMegan   Goor,pleasure
    is with great  TBLS-BCP
                          and excitement that the                                             David Timmons, Design
                                                                                              4703 Placid Place
    Publications Committee presents this edition celebrat-                                    Austin, Texas 78731 Phone 512-451-4845
ing the Paralegal Division’s 40th Anniversary! A big “thank                                   E-mail: dtimmons0@gmail.com
                                                                                              The Texas Paralegal Journal is electronically pub-
you” to Javan Johnson for taking the time to provide the                                      lished four times a year as a service to the paralegal
featured article that outlines the Paralegal Division’s rich                                  profession. An electronic copy of each issue is
                                                                                              furnished to the members of the Paralegal Division
history. There are well-wishes from various attorneys, judi-                                  as part of their dues.
ciary, leaders in the community from across the state, and
                                                                                              Paralegal Division
local and national paralegal associations included here. In                                   President, Susi Boss
addition, a tribute is included to two people who have been                                   President-Elect, Lisa Pittman
                                                                                              Treasurer, Eugene Alcala
a part of the background of the Paralegal Division for quite                                  Parliamentarian, Shannon Shaw
some time and have helped make it a success —our webmaster, Len Hardin, and maga-             Secretary, Alice Lineberry, PLS, CP
zine graphics artist, David Timmons.                                                          Board of Directors
    Because we have so many photographs depicting the Paralegal Division’s history, we        President, Susi Boss, San Antonio; President-Elect,
thought it fitting to present them in a slide show on our YouTube page. The slide show         Lisa Pittman, Denton; District 1 Director, Kim
                                                                                              Goldberg, TBLS-BCP, Houston; District 2 Director,
can be found here.                                                                            Eugene Alcala, Dallas; District 3 Director, Wayne
    Also, in this edition, of course, is the summary of the most current TAPS and Annual      Baker, RP, Granbury; District 4 Director, Alice
                                                                                              Lineberry, PLS, CP, Austin; District 5 Director,
Meeting. After our first virtual TAPS last year, this past year’s in-person TAPS in San        Pearl Garza, San Antonio; District 7 Director, Erica
Antonio was a welcomed event to many attendees and vendors.                                   Anderson, ACP, Amarillo; District 10 Director,
                                                                                              Shannon Shaw, The Woodlands; District 11 Director,
                                                Megan Goor, Editor, Texas Paralegal Journal   Stacey Marquez, Lemesa; District 12 Director, Pam
                                                                                              Snavely, ACP, Denton; District 14 Director, Shannon
                                                                                              Happney, ACP, TBLS-BCP, Longview; District 15
                                                                                              Director, Georgina Guzman, Alamo; and District 16
                                                                                              Director, Rebecca Lopez, El Paso.

                                                                                              Publication Committee Members
                                                                                              Publications Chair: Megan Goor, TBLS-BCP
                                                                                              Board Advisor Kim Goldberg, TBLS-BCP
                                                                                              Maurcie Parmley, District1; Heather Ulliman,
                                                                                              District 2; Brenda Colvin, District 4; Pearl Garza,
                                                                                              District 5; and Marie Boleslawski, District 10.

                                                                                              Deadline for the Spring Issue is April 1, 2022.
                                                                                              E-mail tpj@txpd.org.

                                                                                              Texas Paralegal Journal © 2006 by the Paralegal
                                                                                              Division, State Bar of Texas. Published quarterly
                                                                                              in Texas by the Publications Committee of the
                                                                                              Paralegal Division, P.O. Box 19163, Amarillo, Texas
                                                                                              79114. The Texas Paralegal Journal is a magazine
                                                                                              published to provide information specifically
                                                                                              for the members of the Paralegal Division of the
                         TEXAS ADVANCED                                                       State Bar of Texas, as well as for members of the
                                                                                              paralegal community in general, both in Texas and
                        PARALEGAL SEMINAR                                                     nationwide. Opinions expressed herein are solely
                                                                                              those of the writer and not the Board of Directors
  Three-day CLE event sponsored by the Paralegal Division of the State                        or of the Division. Publication of any advertise-
                                                                                              ment herein does not imply endorsement in any
                            Bar of Texas                                                      manner. None of the information contained herein
                                                                                              is intended nor should it be
                                                                                              construed as legal advice.
                                                                                              Inclusion and editing of
                                SAVE THE DATE!                                                material submitted is at the
                              September 28-30, 2022                                           discretion of the editor and
                                                                                              the editorial subcommittee.
                                 Fort Worth, TX
                                                                                              Texas Paralegal Journal (ISSN
                             Event details—April 2022                                         1 089-1633) is published four times a year in
                                                                                              Summer, Fall, Winter, and Spring for $15 set aside
                                  www.txpd.org                                                from membership dues for a one-year subscription
                                                                                              by the Paralegal Division of the State Bar of Texas,
                                                                                              P.O. Box 19163, Amarillo, TX 79114.

w i n t e r 2 02 2                                                                             t e x a s pa r a l e g a l j o u r na l                 3
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
Focus on...
Paralegal Division Celebrates Its
40th Anniversary

I
By: Javan Johnson, ACP, TBLS-BCP

                     am not sure our
                     founding group would
                     have ever foreseen that
                     we would be so strong
                     and mighty at the age of
                     40! Some of you have
been members from the very beginning,
others of you may have just joined in the
last year or so, and the rest of you have
come somewhere in between for the past
                                                  State Bar of Texas President             Hon. David Keltner,
40 years. Happy Anniversary to each and              Sylvia Borunda Firth              former Justice on the Texas
every one of you for being a part of this                                                   Court of Appeals,
wonderful organization.                               The State Bar of Texas is           Kelly Hart & Hallman
    The Paralegal Division of the State Bar of         immensely proud of the                Fort Worth, TX
Texas needs to be very proud that we were         Paralegal Division, the first of
the very first paralegal group to be a part of    its kind in the nation. Paralegal     I was proud to be a liaison on
a state bar anywhere in the United States.        professionals are invaluable to      the Board of Directors of the
We are the first and still the strongest. We
                                                   the administration of justice,      State of Bar of Texas when we
have now withstood 40 years of continuity
of professionalism. We adopted the term
                                                 and the division’s commitment        approved the formation of the
of “A Division With Vision” and with the          to education, communication,         Paralegal Division. Over the
ongoing outstanding leadership of our               and professionalism among        last 40 years, you have increased
organization, we meet that mission every          paralegals across Texas is to be   paralegal competence, demand-
single year. Here is a glimpse of what our        honored. I am thrilled to offer     ed professionalism, and helped
40 years have accomplished:                        the bar’s deepest congratula-        lawyers better serve Texans.
    On October 23, 1981, the State Bar of           tions in celebrating the divi-   The division is a treasured asset
Texas formed the first paralegal division
                                                       sion’s 40th anniversary.       of the State of Bar of Texas and
of a state bar in the United States. That
is the formal date the Paralegal Division
                                                                                       we congratulate you on over-
(PD), formerly the Legal Assistants                                                       achieving your mission.
Division, was established. October 23,
2021 marked the 40th Anniversary of the
Division. The official purpose for the PD
is “To enhance paralegal’s participation in
the administration of justice, professional

w i n t e r 2 02 2                                                                     t e x a s pa r a l e g a l j o u r na l   5
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
Focus on...
      Hon. Linda B.Thomas                     responsibility and public service in             concerned as others may be. We
    Retired Chief Justice, Fifth              cooperation with the State Bar of Texas.”        only ask that your Division be a
                                              PD has been a leader, and remains a leader       chance to show what that impact
     District Court of Appeals
                                              in continuing to establish the parameters        will be. Active participation by the
             Dallas, TX
                                              of professionalism issues facing our             membership will have a direct effect
                                              profession.                                      on that impact. ...I challenge you to
   I want to extend my sincere                    As is done for any milestone birthday,       fight for what you believe in. ...
congratulations to the Division.              the Board of Directors of PD thought it
I have never been involved with               appropriate to share a historical overview    The first Texas Forum was held with
  a more dedicated and profes-                of the past 40 years for our members. We      the PD Board of Directors meeting with
     sional group of people.                  hope you enjoy seeing the growth and          the Legal Assistants Committee of the
                                              progress PD has made through those            SBOT, as well as paralegal educators and
                                              years. It is only the highlights —there was   administrators to begin a discussion of
                                              a lot more work going on that this history    standards of paralegal education in Texas,
                                              overview has time to reveal!                  certification or licensing of legal assistants,
                                                                                            and problems relating to utilization of legal
                                              1982:       The Bylaws, Code of Ethics,       assistants.
                                              letterhead, seal, membership cards and
                                              membership certificates were approved,         1983:      Texas Forum II was held in San
                                              as well as nine standing committees           Antonio. The meeting focused on sharing
                                              were created to conduct the work of           ideas on improving formal education and
                                              the Division. Charter memberships             training being offered for legal assistants
                                              were approved during that first year           by various educational institutions. The
                                              through June 29, 1982. PD had 1013            Standing Rules were established that
                                              charter members as of that date. Charter      enhance the work of the Division as to
                                              members were given a nice certificate that     the Bylaws. Questionnaires were mailed
                                              bore the words “Charter Member” and           to paralegals regarding the issue of
       Hon. Beth Watkins                      the date June 1, 1982, and signed by the      voluntary certification. Even at this early
     Fourth Court of Appeals                  State Bar President at that time, Wayne       date, PD was looking into enhancing the
        San Antonio, TX                       Fisher. Kathryn King Richards was the         professionalism of paralegals. Kathryn
                                              first “Chair” [as it was then known rather     King Richards served her second term
   We had a great time at the                 than “President”] of the PD. State Bar of     as Chair and she received the Award of
   TAPS 2021 seminar. It was                  Texas [SBOT] President Fisher delivered       Excellence in recognition of her service as
  so good to see everyone after               the luncheon address at the first annual       the Board’s first Chair. Gary McNeil was
more than eighteen months of                  meeting of the PD and shared these words:     appointed by the SBOT as the PD’s staff
                                                                                            attorney.
 virtual conferences, and even
                                                 Your presence here today confirms
the masks and Covid protocols                    my belief that the time has come for       1984:       Texas Forum III was held in
couldn’t hide the smiles shared                  the legal profession to recognize the      Corpus Christi with the Legal Assistants
  when friends reunited. I was                   paralegal profession and for us to         Committee of the SBOT and paralegal
 especially grateful to have the                 move forward in cooperation and            educators. A discussion was held
 opportunity to speak with the                   mutual support to provide better           regarding school placement of legal
  group about the importance                     services to the public we serve... Let     assistants, ethics courses, certification,
of volunteering and becoming                     us assure you that the State Bar is        uniform standards for education,
                                                 not trying to impose anything on           internships, and training of legal
 involved in our communities.
                                                 the paralegals in Texas, much less         assistants. A second questionnaire was
  Congratulations to the State                   the paralegal profession throughout        sent out to paralegals regarding voluntary
Bar of Texas Paralegal Division                  the country. We realize that what          certification. Education programs were
   on 40 years of service—you                    we are doing will have an impact,          reviewed and the first Division newsletter
    don’t look a day over 39!                    and for that reason we are just as         was published. Annual Meeting was held

6   t e x a s pa r a l e g a l j o u r na l                                                                             w i n t e r 2 02 2
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
Focus on...
in Dallas with a theme of “Unauthorized       finding was needed regarding the voluntary
Practice of Law —The Gray Areas.” Sandy       certification issues. Public hearings on
Hardin with the SBOT was presented            proposals for voluntary certification were
with the Award of Excellence for her          held in seven major cities. Cindy Mankus
many hours of time devoted to assisting       was elected as Chair for 1986-1987. The
in the founding and development of the        Attorney’s Guide to Practicing with Legal
PD. Elaine Peeples was elected as the         Assistant was published and available
President of the PD. A special committee      for sale by the State Bar. Texas Forum V
worked to produce a formal definition of       was held in Dallas. The PD adopted the
“legal assistant” and determined it was a     definition of legal assistant which had been
little premature. The first attorney/legal     adopted by the ABA.
assistant dinner was held in Houston.
                                                                                                   Hon. Sol Casseb
                                              1987: A Task Force for Voluntary               former 288th Judicial District
1985:       Texas Forum IV was held           Certification was established comprised
                                                                                                     Court Judge
in San Antonio with a presentation on         of three legal assistants, one attorney and
“Education of Legal Assistants in the Use     one attorney-educator and was charged               San Antonio, TX
of Computers.” The public hearings            with determining whether a voluntary
regarding voluntary certification began.       certification exam would be developed for           Congratulations on this
There were initially two proposals: (1)       legal assistants. The Board of Directors         momentous occasion. I am
create a PD exam, or (2) utilize the          resolved to go forward with a Texas exam,       honored to be involved in the
CLA exam with a Texas substantive law         although no definitive exam was discussed.        State Bar Paralegal division
section added. Membership grew to 1500        Educational programs were created in a
                                                                                                through the years. What a
members. Elaine Peeples remained as           list format that offered paralegal training
Chair for her second term. The second         to be available to attorneys and paralegals.
                                                                                             wonderful organization with-
survey regarding voluntary certification       Mock grievance procedures were                  out which lawyers could not
was mailed. Annual Meeting was                conducted by the Ethics Committee. Jan         function. Here’s to many more
held in Houston. The definition of a           Soderman served as Chair for 1987-1988.                years of success!
legal assistant, as adopted by the Board
of Governors of the American Bar              1988:       Funds were allocated for future
Association was adopted by the PD:            implementation of a certification program.
                                              Membership increased to 1800. A special
        “A legal assistant is a person,       committee was formed to determine
   qualified through education, training       whether an executive director should
   or work experience, who is employed        be retained. Requests for proposal were
   or retained by a lawyer, law office,        sent to test design vendors after which
   governmental agency, or other entity       the Board conducted interviews then
   in a capacity or function which            submitted a proposal to the membership
   involves the performance, under the        to contract with NALA for the use of
   ultimate direction and supervision of      the CLE examination as the general
   an attorney, of specifically delegated      component to a test. The vote failed.
   substantive legal work, which work         Cathrue Benoit served as Chair for 1988-
   for the most part, requires a sufficient    1989.
   knowledge of legal concepts that,
   absent such assistant, the attorney        1989:      The necessity for hiring an
   would perform the task.”                   Executive Director became apparent
                                              and the Board voted that one would
1986: A sustaining member category            be hired on a contract basis. A look at
was added for law firms, corporations, and     whether to allow PD to become a non-
other individuals or entities supporting      profit corporation was voted down.
the Division. It was decided that more fact   A special committee was formed to

w i n t e r 2 02 2                                                                             t e x a s pa r a l e g a l j o u r na l   7
Paralegal Journal winter 2022 vol. 27 no.3TPJ - State Bar of Texas Paralegal Division
Focus on...
                                              provide recommendations for processing
                                              membership applications. Texas Forum
                                                                                            1992:       The official PD publication was
                                                                                            formally named by Betsy Horn of Fort
                                              VII was held in Houston. Annual
                                                                                            Worth as Texas Paralegal Journal. The
                                              Meeting was held in San Antonio. Gerry
                                                                                            Joint Task Force on Specialty Certification
                                              Malone received the Award of Excellence
                                                                                            made significant advances toward
                                              in recognition for her extensive work
                                                                                            establishing a plan toward certification
                                              in assisting in the preparation of the
                                                                                            exams for paralegals, and the first look was
                                              Attorney’s Guide to Practicing with Legal
                                                                                            taken at the TBLS exams as that vehicle.
                                              Assistants.” Cathrue Benoit remained as
                                                                                            Joint CLE seminars with local associations
                                              Chair for 1989-1990.
                                                                                            were sponsored in smaller areas. Texas

Lawrence Morales II, President                1990:      An ad hoc committee was
                                                                                            Forum X was held in Dallas and Annual
                                                                                            Meeting was held in Corpus Christi.
                                              formed to digest the data on voluntary
 San Antonio Bar Association                                                                Awards of Excellence were presented to
                                              certification. A formal list of benefits
                                                                                            Judge Linda Thomas and Spencer Relyea
                                              was prepared and published to members.
      Congratulations to the                  The State Bar agreed to keep track
                                                                                            for their outstanding commitment to the
 Paralegal Division of the State                                                            PD. Sharyn Aust Smith remained as Chair
                                              of continuing legal education hours
    Bar on celebrating its 40th                                                             for 1992-1993.
                                              and provide a transcript for $5.00.
  Anniversary! Just as it takes a             Norma Hackler was hired as Executive
village to raise a child, it takes a          Director. An in-depth look was taken
                                                                                            1993: The Concurrent Resolution No.
                                                                                            69 was signed by Bob Bullock, President of
dedicated team to represent cli-              on the recommendations for processing
                                                                                            the Texas Senate, and Pete Laney, Speaker
 ents through their legal issues.             membership applications, including
                                                                                            of the House, that October 23rd of each
                                              “substantive” and “law related legal work”
  Paralegals are an integral part                                                           year would be Texas Legal Assistant’s
                                              definitions. Texas Forum VIII was held in
  of that team, and for 40 years              San Antonio and Annual Meeting was held
                                                                                            Day. Specialty certification exams were
    the Paralegal Division has                                                              approved by the Texas Supreme Court on
                                              in Dallas. Michele Boerder served as Chair
trained and provided invaluable                                                             May 18, 1993 to be given to paralegals by
                                              for 1990-1991.
                                                                                            the Texas Board of Legal Specialization
   resources to help paralegals
                                                                                            (TBLS). Texas Forum XI was held in
 sharpen their skills. Thank you              1991:       The voluntary certification
                                                                                            Austin, and Annual Meeting was held in
 for all that you have done, and              digest was released and the consensus
                                                                                            Fort Worth. Debra Crosby served as Chair
  continue to do. To another 40               was that PD would support a certification
                                                                                            for 1993-1994.
                                              exam along the lines of the Texas Specialty
          years of success!
                                              Examinations for Attorneys. A Voluntary
                                              Certification Long Range Planning Task
                                                                                            1994:       The Texas Bar Journal January
                                                                                            issue was dedicated to paralegals. The
                                              Force was created to work with PD. This
                                                                                            first specialty exams were given by TBLS
                                              was the year that student membership
                                                                                            on March 26, 1994 to 157 paralegals.
                                              category was added. The Division’s
                                                                                            Texas Forum XII was held in Austin and
                                              finances/bookkeeping totally separated
                                                                                            Annual Meeting was also held in Austin.
                                              from the Bar during this year to allow us
                                                                                            The membership application process
                                              to handle our own accounting. Governor
                                                                                            began making major changes. A member
                                              Ann Richards officially proclaimed, for
                                                                                            benefits flyer was developed. Gary McNeil
                                              the first time, that October 23rd would be
                                                                                            of TBLS was presented the Award of
                                              Legal Assistant’s Day in Texas. The Ethics
                                                                                            Excellence. Debra Crosby remained as
                                              Committee prepared an ethics brochure
                                                                                            Chair for 1994-1995. The Board voted to
                                              entitled “Professional Ethics and the Legal
                                                                                            change the title of “Chair” to “President,”
                                              Assistant.” Texas Forum IX was held
                                                                                            and Sally Andress was elected as the first
                                              in Austin and Annual Meeting was held
                                                                                            President to serve the 1995-1996 term.
                                              in Houston. The PD celebrated its 10th
                                              anniversary. Sharyn Aust Smith served as
                                              Chair for 1991-1992.
                                                                                            1995: The Texas Paralegal Journal
8   t e x a s pa r a l e g a l j o u r na l                                                                            w i n t e r 2 02 2
Focus on...
became a full magazine. The Long Range         annual meeting. It was determined that
Planning Task Force was formed to begin        the production of tapes regarding the
studying future professionalism issues.        utilization of paralegals would proceed,
Texas Forum XIV was held in Austin.            targeted for law schools. The Executive
Advanced seminars were offered in a few        Director’s title changed to PD Coordinator.
areas of law. TBLS conducted a survey          The Continuing Education Committee was
to determine new subject areas for the         charged with appointing a nine member
exams. Annual meeting was held in Dallas.      committee to plan an annual seminar. The
Melanie Villarreal served as President for     LRPTF set focus group meetings in Corpus
a portion of 1996-1997 but had to resign       Christi, Fort Worth, Amarillo, Lubbock
and the remainder of the term was filled by     and the Valley. Annual Meeting was held
Wendi Rogers.                                  in Corpus Christi. Lisa Sprinkle was             Hon. Audrey Moorehead,
                                               elected as President for 1999-2000.
                                                                                               County Criminal Court 3—
1996:      The State Bar of Texas made
                                                                                                          Dallas
its insurance programs available to PD         1999: “Legal Assistant University”             President, Texas Association of
members. Advanced seminars were                (LAU) was first held in San Antonio with
planned to coincide with the TBLS              270+ paralegals coming together for a           County Court At Law Judges
specialty exams. A Continuing Legal            three-day seminar covering a wide variety
Education committee was formed to assist       of topics. This was just the beginning of an      The Paralegal Division of the
local associations in providing CLE to their   annual three-day multi-track seminar that      State Bar of Texas has been mis-
areas with help from PD. Budgeting was         has become a much demanded event every           sion and goal focused since its
made available for the Legally Speaking        year. The March 2000 Texas Bar Journal          inception. The Supreme Court
programs to be taped working with the El       issue was dedicated to paralegals. Public
                                                                                                 has described the Division as
Paso Community College. New specialty          hearings were continued throughout
exams were approved for criminal, probate      the state by the LRPTF. Legal Speaking
                                                                                                a vital resource to firms; how-
and real estate law. Texas Forum XV was        had taped 40 episodes and were being              ever, I would submit that the
held in Austin. Wendi Rogers continued as      marketed. Texas Forum XVII in Austin.             Division is invaluable to the
President for 1997-1998.                       Annual meeting was held in Fort Worth.            State Bar of Texas. The mem-
                                               Javan Johnson was elected as President for     bers of the Division assist Texas
1997: The Long Range Planning                  2000-2001.                                      lawyers in promoting the prac-
Task Force (LRPTF) hosted the Fall TAPA                                                           tice of law in an ethical and
meeting to share information regarding         2000:       The public hearings were
                                                                                                  professional manner. I, not
the professionalism issues and was charged     completed and the information was
with preparing a preliminary digest of         digested by the LRPTF. A Joint Task
                                                                                              only, congratulate the Paralegal
information. The development of a video        Force was formed with the Paralegal             Division on this landmark; but
on how to utilize paralegals was first          Committee to continue examining the              also, share my deep apprecia-
discussed. Annual meeting was held in          issues of professionalism. For the first        tion for their service to the legal
Houston. Texas Forum XVI was held in           time The LAU Scholarship was named                   community. Best wishes.
Austin. A joint committee was formed           for Nancy McLaughlin, our TPJ editor
with the State Bar for Pro Bono Partners       who we lost in a car accident. A five-year
Project for attorney/legal assistant teams.    review was conducted of the Attorney’s
The first Exceptional Pro Bono award            Guide to Practicing with Legal Assistants.
was presented to Patricia Hammer. Jim          The State Bar of Texas asked each section
Buchanan was elected as President for          and division to appoint a liaison to the
1998-1999.                                     Unauthorized Practice of Law Committee,
                                               and the PD complied. LAU was held in
1998: The Long Range Planning                  Austin and Texas Forum XVIII was also
Task Force (LRPTF) held its first public        held in Austin. Annual Meeting was held
hearing held in Corpus Christi at the          in San Antonio. Kristine Farmer was

w i n t e r 2 02 2                                                                              t e x a s pa r a l e g a l j o u r na l   9
Focus on...
                                               elected to serve as President for 2001-2002.    developed for PD. LAU was held in San
                                                                                               Antonio and Annual Meeting was held in
                                               2001:       The State Bar College began         Houston. An online survey was conducted
                                               offering Associate membership for               by the Joint Task Force regarding the
                                               paralegals. TYLA endorsed the “Profiling         preferred term “legal assistant” or
                                               the Paralegal Profession” video. PD             “paralegal.” An ad hoc committee was
                                               celebrated its 20th Anniversary beginning       formed to review all that would need to
                                               in 2001. LAU was held in Dallas. Texas          be done for a name change to include
                                               Forum XIX was held in Austin. State Bar         “paralegal.” The online CLE program
                                               College was approached about making a           began being developed. A job bank
                                               membership category for legal assistants.       was added to the PD website. The Joint
                                               The PD e-group began to be set up               Task Force proposed a new definition
                                               through the website. The Board approved         of “paralegal.” The Board voted that
      Hon. Sharen Wilson                       the formation of a joint task force with        individuals who have been convicted of a
                                               the State Bar, consisting of attorneys, legal   felony were ineligible for membership in
     Tarrant County District
                                               assistants and judges to further research       the PD. A dues increase was implemented
            Attorney                           the possibility of more formally defining        by the PD for the first time in a number of
         Fort Worth, TX                        the paralegal profession in Texas. That         years. Redistricting of a few districts was
                                               committee began its work by discussing          addressed because of low membership and
     Congratulations to the                    what other states are doing with regard         no director leadership. State Bar College
Paralegal Division on your 40th                to regulation and the different types of        began offering associate membership to
  anniversary. The role parale-                regulation. A salary survey was approved        paralegals. Mandatory CLE began to be
  gals play in our legal system                to be conducted to the membership.              addressed for membership in the PD.
   is crucial. Because you pay                 Rhonda Brashears was elected to serve as        The Long Range Task Force reported that
                                               President for 2001-2002.                        the overwhelming preference from the
  great attention to detail and
                                                                                               survey conducted was for the use of the
 thoroughly know the subject,                  2002:      Charter members of the PD            title of “paralegal” as opposed to “legal
 you literally make people bet-                were located to join in the 20th Anniversary    assistant.” Kim Cantu was elected to serve
  ter lawyers. That also means                 celebration at annual meeting, and              as President for 2004-2005.
 you help us help all of our cli-              approximately 20 were able to attend
 ents. All of you, including the               the Annual Meeting luncheon and were            2004: An emeritus membership
 13 employees in my office who                  presented with corsages and 20-year lapel       category was added, and other categories
are members of the Fort Worth                  pins, and were mailed a 20-year certificate.     were restructured. PD introduced the
                                               LAU was held in Houston with the theme          Ambassador program comprised of past
Paralegal Association this year,
                                               “2002 LAU, It’s a Tradition.” The Joint         presidents of PD to travel and speak on
are greatly appreciated. Thank                 Task Force sought clarification of the           behalf of PD. Annual meeting was held
  you for all you do and happy                 definition of “legal assistant.” MytexasBar.     in San Antonio, and LAU was held in
           anniversary!                        com was made available to PD members            Fort Worth. The first class of TBLS board
                                               for updating membership information.            certified paralegals were given 10-year
                                               Texas Forum XX was held in San                  certificates and annual meeting. The Long
                                               Antonio. The salary survey was completed        Range Planning Task Force began the work
                                               and published in the TPJ. The Long              of re-defining the term “legal assistant” to
                                               Range Task Force continued gathering            “paralegal.” Texas Forum XXIII was held
                                               information from other states. The Award        in Austin. The online CLE program was
                                               of Excellence was awarded to Debra Crosby       fully implemented, and mandatory CLE for
                                               as editor of the Texas Paralegal Journal.       membership in PD was also implemented.
                                               Melissa Sherman was elected to serve as         The PD entered into a contract with
                                               President for 2003-2004.                        LegalSpan to offer online CLE. The Award
                                                                                               of Excellence was presented to Javan
                                               2003: A public relations ad was                 Johnson. Ellen Lockwood was elected to

10   t e x a s pa r a l e g a l j o u r na l                                                                             w i n t e r 2 02 2
Focus on...
serve as President for 2005-2006.               Borski, Rhonda Brashears, Debra Crosby,
                                                Javan Johnson, and Lisa Sprinkle. TBLS
2005:      On April 8, 2005 the State           issued new certificates to Board Certified
Bar approved the name change from               Paralegals to adopt the term of “Paralegal”
Legal Assistants Division to the Paralegal      to those previously certified Legal
Division as a result of the bylaw election by   Assistants, The beginning of the Mentor
the PD membership. A PD representative          Program began this year. The PD worked
was appointed to serve on the Board of          with the SBOT MCLE department to allow
Directors of the State Bar College. PD          paralegals to obtain their MCLE records
made its first overseas travel to London.        with the SBOT through the PD website,
LAU was renamed the Texas Advanced              and a new area was developed on the
Paralegal Seminar (TAPS), and was held          PD website to allow the PD members to
in Austin. The State Bar approved the           upload their CLE hours to create their own
definition of “paralegal,” and the Division      depository. The previous Legal Assistant’s
changed its name to Paralegal Division.         Day House Bill for “Legal Assistant’s Day”
                                                                                                President Kimberly M. Naylor
PD members were included for the                was obsolete due to the change in terms,       Tarrant County Bar Association
first time in the Texas Legal Directory.         and a new bill was passed setting October              Fort Worth, TX
Pamela Horn was awarded the Award of            23rd at “Paralegal Day.” The PD took
Excellence. Javan Johnson was elected to        its third trip to Florence, Italy in April.         Whether a large law firm
serve as President for 2006-2007.               Annual Meeting was held in San Antonio            or a sole practitioner, Texas
                                                in June. TAPS 2007 was held in Dallas and         lawyers continue to have to
2006:        PD celebrated its 25th             the theme was “It’s a Perfect Score! TAPS
                                                                                                  adapt to changing technol-
Anniversary on October 23, 2006 with            2007-CLE and More!” Rhonda Brashears
a special event during TAPS in Dallas           was elected to serve as President for 2007-
                                                                                                 ogy, court rules and financial
at Delaney Vineyards with a theme of            2008.                                             constraints. One thing that
“Putting on the Ritz.” An online salary                                                         has remained consistent is the
survey was conducted and the results            2008:        The Paralegal Ethics Handbook       need for well-trained parale-
tabulated. PD traveled to Paris in April.       was completed and published by West             gals. Paralegals are key to our
New “paralegal standards” were approved         Publishing and became available for sale       professional success as lawyers.
by the PD and the State Bar, and began to       in the fall. The theme of “A Division            The Paralegal Division of the
be marketed after the PD issued a press         With a Vision” was adopted and is still          State Bar of Texas, led by vol-
release to the State Bar. The paralegal         used today. Surveys were conducted in 4
                                                                                                unteer paralegals from around
standards were a huge milestone for the         districts for consideration of redistricting
PD after many years of work to obtain a         for better representation. The prior PD
                                                                                                  the State, provides valuable
formal definition for the term “paralegal.”      Bulletin was renamed Paralegal Division          resources such as education,
A charter member Michele Boerder gave           QuickNotes (PDQ). The annual paralegal          professional development and
a history of the Division’s 2w5 years at        trip in the spring 2008 was to Ireland. The       publications to keep parale-
Annual Meeting in Austin and introduced         Profiling the Paralegal Profession video was      gals up to date on a variety of
past presidents in attendance, as well as       completed and was passed out to attorneys       topics. Congratulations to the
special guests Tom Hanna, Sandy Hardin          at the 2008 State Bar of Texas Annual           Paralegal Division of the State
and Bob Towery who were instrumental in         Meeting. One-half hour of eligible MCLE
                                                                                                   Bar of Texas on 40 years of
the formation of the Division. Information      credit was obtained for those that view the
regarding the Paralegal Standards was also      video. The Paralegal Ethics Handbook went
                                                                                               excellent commitment and dedi-
presented. Kim Cantu was awarded the            into its first revision and royalties were           cation to our paralegals!
Award of Excellence. Patricia Giuliano was      received by the PD from ThomsonWest
elected to serve as President for 2006-2007.    from sales of the book. Stephanie Hawkes
                                                was elected as President for 2009-2010.
2007:    Work began for an ethics
handbook which was written by six               2009:       The European trip took the
PD members —Ellen Lockwood, Lauri               travelers to Greece. The TAPA meeting was

w i n t e r 2 02 2                                                                               t e x a s pa r a l e g a l j o u r na l   11
Focus on...
                                               held in Texarkana. The Mentor Program        Hints Guide committee was formed and
                                               was first discussed and a questionnaire       was written to assist PD members who
                                               was offered during the TAPS seminar          were studying for the TBLS exams —the
                                               to inquire of interest. TAPS was held in     guide was written to cover every area of
                                               League City with the theme “TAPS 2009 —      law for the TBLS specialty exams. Misti
                                               Chart Your Course—Sharpen Your Mind.”        Janes was elected as 2013-2014 President.
                                               A PD Member Services Coordinator was
                                               hired to assist with membership. The         2013:       The 32nd Texas Forum was
                                               Award of Excellence was presented to Ellen   held in Dallas and TAPS was held in San
                                               Lockwood for her work on the Paralegal       Antonio with the theme “TAPS 2013:
                                               Ethics Handbook. Debbie Oaks was elected     Spectacular CLE.” PD’s social media
                                               as President for 2010-2011.                  traffic increased. A felony application for
                                                                                            applicants that had been convicted of a
      Leo Figueroa, Executive                  2010:      Texas Forum XXVII was held        felony NOT involving a crime of moral
              Director                         in Dallas. The PD European travelers         turpitude was approved. District 13 was
       Texas Board of Legal                    went to Spain. An ad hoc committee was       dissolved and merged with District 1
     Specialization, Austin, TX                appointed to define language on “Crimes       in Houston due to a small number of
                                               of Moral Turpitude” and a definition was      members. Annual meeting was in Dallas
  We at TBLS extend our heart-                 adopted. TAPS was held in Austin with        with a theme of “Paralegals Evolve into
     felt congratulations to the               the theme “Capitalizing on CLE—TAPS          Success.” Julie Sherman of Fort Worth
 Paralegal Division’s 40th anni-               2010.” A Community Service initiative        won the Exceptional Pro Bono Service
                                               was started. Susan Wilen was elected as      Award. A TBLS Helpful Hints Guide was
versary. Following our mission
                                               President for 2011-2012.                     appointed to prepare a guide for applicants
   of serving the public interest                                                           taking the TBLS exam and the guide was
   and advancing the standards                 2011:      The PD increased social media     approved by the Board and made available
   of the legal profession, TBLS               presence including LinkedIn and the          on PD’s website for PD members taking
  established our paralegal cer-               PD Blog. Texas Forum XXVIII was held         the exam. Clara Buckland was elected as
   tification program in 1994 to                in Dallas. PD sponsored a booth at the       2014-2015 President.
recognize the quality and com-                 NALA convention held in Dallas/Plano.
mitment of paralegals who have                 The online CLE library continued to grow.    2014:      Annual Meeting was held in
                                               The PD European travelers enjoyed a trip     Fort Worth and was the theme was “The
    achieved a level of skill and
                                               to Germany and Austria with a CLE event      Paralegal Express: Your Train to Success.”
 special competence in particu-                at the Palace of Justice. Annual Meeting     The Exceptional Pro Bono Award was
lar areas of law. Over the years,              was held in San Antonio with keynote         presented to Susan Wilen. TAPS 2014 was
  TBLS has worked closely with                 speaker Jeanne C. “Cezy” Collins who         held in Austin and the theme was “TAPS
  the Paralegal Division in pro-               presented “Practicing Accessible Justice.”   2014: The Beat Goes On!” The new TAPS
moting the pursuit of excellence               TAPS was held in Fort Worth with the         app for the event was rolled out thanks
 in the profession by becoming                 theme “TAPS 2011- Pearls of Wisdom.”         to Misti Janes who took on that task. A
  Board Certified. We invite all                This was the 30th celebration of the PD.     salary survey was conducted. The PD’s
                                               Joncilee Davis was elected as 2012-2013      annual trip was to Vienna and Prague.
paralegals to take that next step
                                               President.                                   Erica Anderson was elected as 2015-2016
 in their profession by applying                                                            President.
  for Board Certification in one                2012: Texas Forum was held in Irving.
 of our eight areas for paralegal              The PD Annual Trip was in April and the      2015:      TAPS was held in Fort Worth
certification. https://www.tbls-                travelers went to Italy. TAPA was in April   with a theme of “Saddle Up for CLE.”
bcp.org. Again, congratulations                in El Paso. TAPS was held in Addison with    Texas Forum was held in Dallas with the
on the Paralegal Division’s 40th               the theme “A Direct Flight to First Class    theme of “Ethics in the Lone Star State:
anniversary. Keep up the great                 CLE.” The attendees assembled bicycles       Supervisory Responsibilities of Legal
                work.                          for the Texas Scottish Rite Hospital for     Counsel.” TAPA was held in Denton.
                                               Children’s Bike Rodeo. A TBLS Helpful        Norma Hackler, PD Coordinator of 25

12   t e x a s pa r a l e g a l j o u r na l                                                                           w i n t e r 2 02 2
Focus on...
years submitted her letter of resignation      burgundy for one last year and only
to retire from the PD. A PD Coordinator        issued to new members thereafter. Annual
Search Committee was formed to begin           meeting was held in Dallas, and the Award
to work through the transition of Norma’s      of Excellence was given to Stephanie
retirement and the hiring of a new PD          Sterling for her work as chair of the
Coordinator. Annual Meeting was held in        Governing Documents Committee. A
San Antonio. Megan Goor was elected to         President’s Award was given to Rhonda
serve as President for 2016-2017.              Brashears as PD Coordinator. Stephanie
                                               Sterling was elected to serve as President
2016: This marked the 35      th
                                               for 2018-2019. TAPS was held in Addison
anniversary for the Division, and was          Texas with the theme “TAPS Unmasqued
a milestone year with the retirement           —Knowledge Awaits.”                                   Sara E. Dysart
of Norma Hackler as the PD’s first                                                                  Sara E. Dysart, P.C.
Coordinator who served for 25 years. A         2018:       The PD annual trip took
                                                                                                    San Antonio, TX
retirement celebration was held in Austin      the travelers to Bruges, Brussels and
in February in her honor. PD’s Past            Amsterdam in the spring of 2018. Annual
President Rhonda Brashears was hired to        meeting was held in Austin with a theme         Admitted to the State Bar of
serve as PD’s second Coordinator. The          honoring legal support for the military.      Texas in October 1981, I share
Texas Paralegal Journal became exclusively     The Award of Excellence was awarded to           this forty year anniversary
digital. A “100 PD Club” was established       Megan Goor for her work as TPJ editor.          of service to our legal com-
to recognize firms in which there is 100%       TAPS was held in Addison with a theme            munity with the State Bar
paralegal membership. A PD Online Store        “Just in Time for CLE —The Magic of TAPS        of Texas Paralegal Division.
was created to have various PD products        2018.” Donations were made to the Chris
                                                                                               While the jury is still out as
available such as apparel, mugs, bags and      Kyle Frog Foundation by TAPS attendees
numerous other items. Annual Meeting           and the PD. Megan Goor was elected to
                                                                                                 to how impactful my ser-
was held in Fort Worth with a theme            serve a second term as President 2019-          vices have been, there is no
honoring First Responders. The Award of        2020.                                           doubt about the significant
Excellence was awarded to Javan Johnson                                                        impact of the valuable ser-
for her assistance in the Coordinator          2019: For the first time, the PD                 vices by the members of the
Transition Committee. TAPS was held in         annual meeting was held in conjunction         SBOT Paralegal Division. As
San Antonio with the theme of “TAPS on         with TAPS, which was in Austin. The           a speaker at the annual Texas
Track—Journey to Excellence.” The PD           theme was “There’s No Place Like TAPS
                                                                                            Advanced Paralegal Seminar, I
partnered with the San Antonio Food Bank       —20 years of CLE Excellence” —marking
to raise money throughout the event to         the 20th consecutive year for the TAPS
                                                                                            have experienced firsthand the
donate to provide meals to families in the     seminar. The PD webmaster since 2005          division’s organization ability
Southwest area. Numerous 35th Paralegal        was retiring and transition of a new           and talent. Engaging experts
Day celebrations were held across the state,   website was undertaken. The Paralegal         in multiple areas of the law to
and PD online merchandise included items       Division released its first YouTube video,       present at this annual three
with the 35th Anniversary logo. Mona           ‘Keep Your CLE Certificates” in the Texas      day conference, the members
Tucker was elected to serve as President for   Paralegal Journal. The “Paralegal Pulse”     of the Paralegal Division make
2017-2018.                                     e-newsletter was revamped with a more
                                                                                             all the participants feel valued
                                               formal look, content, and information
                                                                                            and welcomed. This is just one
2017:        Texas Forum was held              from all district directors distributed
                                                                                            of the many extraordinary con-
in Austin with a theme of “Today’s             monthly in a combined newsletter. The
Legal Practice,” and the PD trip took          PD annual trip took the travelers to         tributions to our legal commu-
the travelers to Lucerne, Switzerland.         London for the second time. The Award         nity by the members of SBOT
Memberships and renewals became                of Excellence was awarded to Michele         Paralegal Division over the last
exclusively online, eliminating the need for   Boerder for her long standing dedication       forty years. Congratulations!
mailing paper packets, and membership          to the PD, and donations were given
cards were issued in traditional PD            to the Austin Bar Foundation. A long-

w i n t e r 2 02 2                                                                           t e x a s pa r a l e g a l j o u r na l   13
Focus on...
                                               term strategic planning committee was              While the work of the Division has been
                                               appointed to assess ideas for the future       vast over the past 40 years, this is a small
                                               of the PD on behalf of its members. Edna       sketch of what we have accomplished.
                                               Garza-Guerra was elected to serve as           The Publications Committee has put
                                               President 2020-2021.                           together a slide show that can be viewed
                                                                                              HERE to commemorate our rich
                                               2020:        As the rest of the world turned   history. We continue to grow and move
                                               upside down with the onslaught of Covid        forward, enabling Texas paralegals to stay
                                               19 —the PD rallied to continue serving its     empowered, and to continue to advance
                                               members. Board meetings were being held        in the legal profession and be the leaders
                                               virtually. When it became apparent that        across the nation with Vision to stay the
                                               TAPS would not be happening in person,         leader across the country as we always have
          Heather Tessmer                      a virtual version of TAPS was put together     been!
         Tessmer Law Firm                      for the first time with speakers from all
          San Antonio, TX                      over the state. Annual meeting was again       We should each be empowered to reach
                                               held in conjunction with TAPS —virtually.      out to every paralegal we know to become
                                               The 2020 Salary Survey was finalized. Susi      a part of this wonderful organization.
Congratulations on reaching 40
                                               Boss was elected to serve as President 2021-
years of great service and com-                2022.                                          Javan Johnson currently serves as Chair of
mitment to the paralegals of the                                                              the 40th Anniversary Ad Hoc Committee,
great state of Texas! Can’t wait               2021:        And alas, we reach our 40th       Chair of the TBLS Helpful Hints Ad Hoc
 to see what the next 40 years                 Anniversary year! A 40th Anniversary           Committee, a member of the Long Range
             brings!                           Committee was appointed to spearhead           Strategic Planning Committee, and an
                                               ideas for celebrations. The largest            Ambassador. She is a Charter Member, a
                                               celebration was held in conjunction with       Past President for two terms, and has served
                                               TAPS in San Antonio in September with          the Division since its inception in numerous
                                               a theme “With a Roll of the Dice and CLE       capacities. She is a NALA Advanced
                                               for Everyone, TAPS is Roaring into 2021.”      Certified Paralegal in Civil Litigation, and a
                                               Numerous Past Presidents were able to          Board Certified Paralegal in Civil Trial Law
                                               attend the annual meeting celebration.         by the Texas Board of Legal Specialization.
                                               Two gifts were given to PD members —a          Javan is a litigation paralegal in Longview.
                                               lapel pin and a wireless desk charger, both
                                               with the 40th Anniversary logo designed
                                               especially for this celebratory milestone.
                                               Numerous celebrations happened both
                                               in person and virtually across the state
                                               for Paralegal Day. 40th Anniversary gear
                                               is available through the PD Online Store.
                                               The committee reached out to remaining
                                               PD members who were charter members
                                               and to all Past Presidents, and were able to
                                               gather some memories and articles for this
                                               publication. Lisa Pittman was elected to
                                               serve as President 2022-2023.

14   t e x a s pa r a l e g a l j o u r na l                                                                              w i n t e r 2 02 2
Focus on...
                        The dedication and passion of the                                On behalf of the Fort Worth Paralegal
                        State Bar of Texas Paralegal Division                            Association, I want to extend our
                        has been leading the way for 40                                  congratulations to the Paralegal
                        years! Congratulations on your suc-                              Division for this auspicious occa-
                        cesses and accomplishments!! Your                                sion in reaching a 40 year milestone
                        commitment to the paralegal profes-                              for Paralegals in the State of Texas.
                        sion shines through in your great                                Happy 40th Anniversary!
                        leadership. Keep up the amazing             The Paralegal Division leadership works to continue to
                        work! I can’t wait to see what you       grow our profession. The Paralegal Division has created a
                        have planned next!!                      great network of Paralegals well versed in their fields, pro-
                                                                 vided numerous opportunities for continuing legal educa-
                                      Lisa Lynch, CRP, CEDS      tion that we bring back to our respective offices to stay on
      President, National Federation of Paralegal Associations   top of the growing changes in our field. With the help of the
                                                                 Paralegal Division, we are the backbone of the legal commu-
                                                                 nity supporting our attorneys in the fight for justice.
                                                                    I am honored to be a proud member of the Paralegal
                         CAPA would like to wish the PD a        Division of Texas.
                         Happy 40th Anniversary!
                                                                                                         Susan Davis, TBLS-BCP
                                    Ariane Walton, President                                               FWPA President 2021
                           President 2021-2022—Capital Area
                                        Paralegal Association
                                                                                           North Texas Paralegal Association
                                                                                           wishes The Paralegal Division of
                                                                                           The State Bar of Texas congratula-
Congratulations to the Paralegal                                                           tions on the wonderful occasion of
Division of the State Bar of Texas                                                         your 40th anniversary.
on its 40 years of service to its                                                             Wishing you many more years of
paralegal members and the legal                                                            unparalleled success and stellar ser-
community. I am a proud member                                   vice to the paralegal community in the State of Texas.
of the Paralegal Division which has                                 Thank you for all the dedication and opportunities you
provided me an opportunity over                                  have provided for the legal community these past 40 years.
the years to meet and collaborate                                Happy anniversary!
with other paralegals across the state of Texas. Thanks to
the Paralegal Division, members are provided with valuable                                  Joncilee M. Davis, ACP—President
continuing legal education and networking opportunities,
like TAPS, to support our career and leadership development.
Happy anniversary to the Paralegal Division. May you have
many more years of growth and success!

                                 Debbi Lowe, President-Elect
                                              2022 President
                            Dallas Area Paralegal Association

w i n t e r 2 02 2                                                                       t e x a s pa r a l e g a l j o u r na l   15
Focus on...
                                               PRESIDENT’S PAGE
by Susi Boss, President                        Chairs, Liaisons, Standing Committee          alongside some of the most fearless, loving
                                               Chairs and Ad Hoc Chairs not to mention       and motivated men and women in the
“Do one thing everyday
                                               those appointed by the State Bar for          State of Texas. You never cease to amaze
that scares you” Eleanor Roosevelt             specific Committees. These men and             me with your wisdom, thoughts, ideas and
                                               women have worked sometimes around            most importantly your time to make this

W
             hat a great TAPS 2021 and         the clock to make sure you have CLE and       organization grow and flourish and bring
             Annual Meeting we had this        networking to assist in day to day issues     to fruition “PARALEGAL PRESENCE”
             year. For those who attended      and challenges every area of law has but      and that is withstanding all the COVID
I hope you enjoyed the connection to old       you know what we need? We need you,           variances and other challenges we have had
and new friends and learned from our           those who aren’t quite sure about stepping    the past year especially.
esteemed attorneys and judges and in some      up to a local or state position. We need          Have a great 2022. Don’t forget to open
cases the paralegals behind those attorneys.   new ideas and thoughts and involvement        up the TPJ and Paralegal Pulse. You never
While smaller this year, we had a great        from every member and for every member        know what new things might be in the
time being together in San Antonio. You        to encourage paralegals who aren’t even       corner of a page waiting to give you a bit
don’t know how much praise we received         members yet. Some aren’t ready to step        more knowledge, encouragement or just
from our vendors and speakers about how        outside that comfort zone and need a little   a little chuckle. You might just win a gift
impressed they were with how we handled        encouragement and there are some who          card if you are the first to answer Javan’s
TAPS and how wonderful their audiences         believe that unless you are “certified” you    “Monthly Random Question”. I don’t
were.                                          can’t be a member so its up to all of us to   know how many times I can say these are
    The Division year is half over but         enlighten and make our presence known         two GREAT places to find articles, CLE
what a time it has been. Great Board of        and I want each of you to help make that      information for across the state; who our
Directors and Executive Committee and          happen for the Paralegal Division.            wonderful vendors are and how to reach
PD Coordinator. The hard work this                 The holidays have come and gone and       out to them. Remember that our vendors
group has put in so far has been awesome       even with 2022 being so new we see again a    support us and we need to support them.
and yet we have so much more to give to        different type of year.                           We are in the process of President
our members during the next months of              2022 is full of great plans to open       Elect nominations and voting with a new
this Presidency.                               up PD even more. Our first TAPS 2022           President Elect to be announced at the end
    Congratulations on 40 years for the        planning was held in January (Ft. Worth,      of February. Our even-numbered District
very first Paralegal Division in the U.S.       TX next year); TAPA will be sponsored by      Directors are up for election. So is this
That’s right the FIRST to blaze a trial for    DAPA in Dallas in 2022 (watch for more        the time YOU decide you want to make a
paralegals across the state and country.       details), thank you DAPA for stepping         difference and put your name in the hat?
I am so proud to be a member of this           up. This is a great coming together of all    Run for your District Director,
organization and what it stands for.           paralegal organizations from across Texas     “MAKE A DIFFERENCE” and “MAKE
    “PARALEGAL PRESENCE” this is               to come together in the spring to share       YOUR PRESENCE KNOWN”.
my platform and I am sure you are all          ideas and goals; The Board just had its           Now through February 28th is
already tired of hearing it but guess what,    February meeting in Dallas. and if you        membership renewal time. Go online and
it’s working. We have had such great           have ideas, thoughts, concerns that you       renew your membership that may have
recognition from the State Bar, attorneys      feel we need to discuss please contact your   lapsed due to our crazy past year(s). Come
and judges from all over who are seeing        District Director, your President-Elect,      back to PD.
us (some for the first time) as the true        Lisa Pittman and I am always available and        We have some great webinars that our
strength in our legal field. The leaders and    want to know the good, the bad and the        Directors have been working hard to put
future leaders are with us or perhaps just     ugly so we can make things better as we       together for MEMBERS ONLY. A great
need a little nudge from those who have        grow.                                         perk to renewing or being a first time
been around the block with the PD.                 Thank you all for allowing me the         member. Also, we were fortunate enough
    We have dealt with COVID, and then         great privilege of being your President for   to have State Bar of Texas President Sylvia
another year of post-COVID and we have         2021-2022. I hope you all we use my open      Firth speak to us on February 1st.
survived. Your PD Board of Directors           door policy and reach out at anytime. I
and TAPS Committee and TPJ Editor and          pause and reflect on the past six months                                        Susi Boss
Paralegal Pulse Editor and all these great     of our year and can only say WOW you all                             President 2021-2022
men and women who are giving their             have done it! I am honored and humbled                                Paralegal Division
time and talent each year as Committee         for the opportunity to be your President                               State Bar of Texas

16   t e x a s pa r a l e g a l j o u r na l                                                                           w i n t e r 2 02 2
Focus on...
                     CELEBRATING 40 YEARS
           PARALEGAL DIVISION CHAIRS AND PRESIDENTS
    Chair Kathryn King Richard        President Lisa Sprinkle, CLAS     President Joncilee Davis, ACP
      (1982-1983) (1983-1984)                 (1999-2000)                        (2012-2013)

 Chair Elaine Peeples (1984-1985)     President Javan Johnson, CLAS      President Misti Janes, TBLS
           (1985-1986)                   (2000-2001) (2006-2007)                 (2013-2014)

Chair Cindy Mankus (1986-1987)         President S. Kristine Farmer,     President Clara L. Buckland
                                            TBLS (2001-2002)                     (2014-2015)

             XL
 Chair Jan Soderman (1987-1988)
                                      President Rhonda J. Brashears,     President Erica B. Anderson
Chair Cathrue Benoit (1988-1989)      CLA, TBLS (2002-2003) (2008-               (2015-2016)
          (1989-1990)                             2009)
                                                                        President Megan Goor-Peters,
 Chair Michele M. Boerder, CLA       President Melissa Sherman, CLA,          TBLS (2016-2017)
          (1990-1991)                       TBLS (2003-2004)
                                                                         President Mona Tucker, ACP
  Chair Sharyn Aust Smith, CLA         President Kim J. Cantu, CLA               (2017-2018)
     (1991-1992) (1992-1993)                   (2004-2005)
                                                                         President Stephanie Sterling,
 Chair Debra Crosby (1993-1994)      President Ellen Lockwood, CLAS,           TBLS (2018-2019)
          (1994-1995)                        RP (2005-2006)
                                                                        President Megan Goor-Peters,
  President Sally Andress (1995-       President Patricia J. Giuliano         TBLS (2019-2020)
              1996)                            (2007-2008)
                                                                        President Edna Garza-Guerra,
President Melanie Villarreal, CLA    President Stephanie Hawkes, RP,          TBLS (2020-2021)
          (1996-1997)                       CIPP (2009-2010)
                                                                        President Susi Boss (2021-2022)
  President Wendi Rogers (1997)       President Debbie Oakes (2010-
            (1997-1998)                                                   (View the 40th Anniversary
                                                  2011)
                                                                        slide slow here.) Thank you for
      President Ronald J. (Jim         President Susan Wilen, R.N.        volunteering your time and
       Buchanan) (1998-1999)                   (2011-2012)                    serving as President!

w i n t e r 2 02 2                                                      t e x a s pa r a l e g a l j o u r na l   17
You can also read