Professional Development

Hotel Information | Travel DiscountsConference ScheduleCorporate Sponsorship & Advertising OpportunitiesNew Conference Information

February 27-March 2, 2014 | Tulsa, Oklahoma

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Hotel Information

DoubleTree Warren Place
6110 South Yale Avenue • Tulsa, OK 74136 • 918-495-1000
Click here to reserve online.

Hotel reservations must be made through the DoubleTree Warren Place.  When you contact them, identify yourself as a NALS conference attendee so you will receive the group rate. There will be one LOW RATE of $99 for Single, Double, and Triple Rooms!  $10.00 additional person fee will be applied.

Please make your room reservations as soon as possible. Deadline for making room reservations at the NALS group rate is February 3, 2014.  If reservations are made after this date, the room rate cannot be guaranteed.



The NALS 2014 Professional Development & Education Conference will offer attendees more continuing legal education (CLE) and leadership training than ever before! 10.5 hours of CLE will be available. In addition, there will be numerous professional development and leadership training sessions designed to assist you during your leadership endeavors. The full schedule of events is below.

Thursday, February 27, 2014

8:00 a.m. – 1:00 p.m.

8:30 a.m. – 5:00 p.m.
All Committee Orientation and Committee Meetings

6:00 p.m. – 7:00 p.m.
Conference Kick-Off Reception (NEW!)
The new five-member NALS Board of Directors will officially be taking office this March, so it is only fitting to host a new event in honor of this momentous occasion! We are excited to introduce the Conference Kick-Off Reception—an informal event that gives homage to the outgoing Board of Directors, and warmly welcomes the new. It will be a time for reminiscing, toasting, and camaraderie.

Friday, February 28, 2014

7:30 a.m. – 4:00 p.m.

7:30 a.m. – 9:30 a.m.
Coffee Break

8:00 a.m. – 9:30 a.m.
Welcome & Opening Keynote – Top Ten Things Your Attorney Wishes You Knew
By Kevin C. Barrett, Esq. of Graif, Barrett & Matura, P.C. (AZ)
The modern legal field is populated with individuals from a wide variety of backgrounds.  Regardless of the type or size of the organization, it can be challenging to gather this diverse group of people together in a successful firm.  One of the largest and most difficult gaps to bridge is between attorneys and legal professionals, but it does not have to be.  In “The Top 10 Things Your Attorney Wishes You Knew,” attorney Kevin Barrett will pull back the curtain and provide surprisingly insightful, candid, and amusing commentary about what attorneys really think as they roam the halls of the firm.  Topics will include “I Care About Whether You Like Me,” “I Don’t Know Everything (Even If I Pretend I Do),” “I Don’t Want To Micromanage You Either,” and “I Notice More Than You Think.”  Knowing and understanding what attorneys think is important and what motivates their actions will help the legal professional develop better and stronger working relationships with their attorneys and make for a more enjoyable workplace for everyone.

9:30 a.m. – 10:00 a.m.
NALS Foundation Sweepstakes Open/NALS Genius Bar Open

10:00 a.m. – 11:30 a.m.
Insights & Ideas with NALS Board (NEW!)

11:30 a.m. – 12:00 p.m.
NALS Foundation Sweepstakes Open/NALS Genius Bar Open

12:00 p.m. – 1:30 p.m.
Networking Luncheon

1:30 p.m. – 3:00 p.m.

Leading with Communication for Association Leaders: Empowering Strategies for Improving Key Relationships
Presented by Nathan R Mitchell, MBA “America’s Leading Empowerment Coach™”
Leading with Communication is a program devoted to empowering leadership and association professionals with the tools they need to improve key relationships with vendors and members of their organizations. Effective communication skills are one of the most important skills a leader can possess. The ability to communicate effectively has a dramatic impact on a leaders’ ability to give direction, evaluate performance, correct work habits, resolve conflict, and connect with others. Being an effective communicator and leader is a delicate balance between getting results and empowering others. In “Leading with Communication,” America’s Leading Empowerment Coach™, Nathan R. Mitchell, will help you and your organization learn how to create an culture with open communication through an increased awareness of Behaviors and Motivators in the workplace. Each attendee will walk away with empowering strategies they can implement right away to improve relationships with key stakeholders and enhance overall workplace productivity, effectiveness, and efficiency.

Leverage Your Data—Using an Intranet to Present Information from Different Data Sources in One Cohesive Location
Presented By Mark Burt and Don Lovy
Have you ever been frustrated having to go to four or five different places for the information you are seeking? A well-designed intranet allows you “one-stop shopping” for all the information you need on a daily basis. This includes client contact information, employee contact information, billing information, and documents for clients. There are many methods that can be employed to gather this data from all of your other systems, but it can be accomplished with some time, effort, and knowledge internally or a qualified vendor.

Focus on Ethics of ESI (PDF)
Presented by Gavin W. Manes, Ph.D. of Avansic: E-Disovery & Digital Forensics
This presentation will discuss ethics issues that arise during e-discovery. There will be a discussion of the particular ethical issues encountered at each step of ESI processing, including preservation, processing, and review; this includes the duty to preserve, ethical issues involving metadata, de-duplication, and the ethical use of technology to reduce review time. We will also discuss the issues of licensing that have arisen within the e-discovery field. The presentation will conclude with a discussion of the ethical use of technology, including search terms and technology assisted review.

3:00 p.m. – 3:30 p.m.
NALS Foundation Sweepstakes Open/NALS Genius Bar Open

3:30 p.m. – 5:00 p.m.

Influencing Change Through Resistance
Presented By Mike Henry Sr., Chief Instigator at Lead Change Group
Often, legal professionals find that great opportunities lie on the other side of the “status quo.” You’ve heard it before. “We’ve never done it that way.” “We tried that in 1975 but it didn’t work.” “No one does it that way.” Spend some time considering techniques to influence people to consider life apart from the status quo. Engage in a lively discussion where ideas will flow. You will come away with ideas you can implement in your organization, encouraged to face the naysayers, and with new energy and techniques to make a positive difference.

Online Legal Research Using Fastcase (PDF)
Presented By Cathy L. Underwood, Esq. of Pulaski Technical College
In this session, we will explore how to construct an effective query using Boolean terms and connectors, and how to effectively use the online research tools available in Fastcase.

How to “Sell the Sizzle” and Land a Great Job!
Presented by Andi Hunt, Jennifer Waeger, and Talia Campbell of JKP Staffing
Looking for a new job? During this presentation we will be discussing interviewing do’s and don’ts as well as tips and tricks for your resume.

5:00 p.m. – 6:00 p.m.
Meet & Greet Breakouts
Networking is a key component for any successful professional. NALS is now providing even more opportunities for you to make those crucial connections by adding in two more meet and greet events! In addition to the Young Legal Professional (YLP) gathering, there will also be one breakout for state and local chapter presidents, and another for state and local chapter membership chairs. What a great opportunity to create a support system of peers who understand exactly what you are experiencing in your leadership journey!

Saturday, March 1, 2014

8:00 a.m. – 3:00 p.m.

8:00 a.m. – 10:00 a.m.
Coffee Break

8:30 a.m. – 10:00 a.m.

President Training: Leadership Tips and Tools (PDF) |  (PPTX)
Presented by Mimi Mangrum and Audrey M. Saxton, PP, PLS
Presiding over the business affairs of a state or local chapter involves quite a bit of logistical management. We’ll talk about governing documents, treasury reporting, minutes and all the tools that NALS provides you to manage your chapter and meetings effectively and efficiently. Let us help you organize yourself for a successful year and have fun doing it.

Membership Chair Training: Mastering Membership and Marketing Strategies – It Is All About You and Your Zeal! (PDF) |  (PPT)
Presented by Tina Boone, PLS, and Tiffany Burford Taylor
During this session, you will be introduced to the valuable information needed to create and maintain a strong chapter presence in your legal community. Also, you will acquire the confidence needed to become the “go to” person in your chapters.  You will not only leave with nuggets of information that will enhance how you approach your commitment to being state and local membership chairs, but you will learn how to create viable marketing strategies and techniques that will gain a presence in your local communities.

Litigation Technology and iPads in the Courtroom
Presented by Jason Wietholter of Opeveon
Join Jason Wietholter as he presents tips, ideas, and strategies for both preparation and presentation of evidence in the courtroom that will increase your productivity, help you to stay organized, and increase your effectiveness when communicating with decision makers.

Office Ethics
Presented by Andrea D. Everage, MHR, PHR
An administrator’s perspective of office decorum regarding such things as confidentiality, phone etiquette/protocol, ethical client contact behavior, and water cooler gossip.

10:00 a.m. – 10:30 a.m.
NALS Foundation Sweepstakes Open/NALS Genius Bar Open

10:30 a.m. – 12:00 p.m.

President Training: You Want Me To Do What?!? How-To’s For Successful Leaders
Presented by Tara Hughes, PP, ACP, and Amylyn Riedling, PP, PLS
When you are a leader, members come to you for advice on how to handle situations. They also come to you with complaints. How do you take the advice or handle the complaint? These scenarios will cover topics about all of these issues and more. This session is for experienced and inexperienced leaders, who will all be sharing ideas together!

Membership Chair Training Session: Surviving the NALS Polar Vortex – BRRR (Brainstorming about Recruitment, Recognition, and Retention) (PDF)
Presented by Sandy Lavender, CHRS and Kathy Sieckman, PP, PLS, ACP
Come prepared to attack your membership like a NALS Polar Vortex and bring your out of the box ideas on ways to recruit, recognize, and retain members. No idea is too crazy! We will build on your ideas to show you what is possible when it comes to NALS membership and we’ll have some snow fun along the way.

ESI: Focus on Review and Production Strategy (PDF)
Presented by Gavin W. Manes, Ph.D. of Avansic: E-Disovery & Digital Forensics
This presentation discusses the intricacies of review, production, and searching for e-discovery projects. It introduces the basic search language and operators that can be used to quickly and efficiently comb through documents that may or may not be relevant. The presentation includes several suggestions for reducing expenses through early case analysis and limiting review. The presentation also includes a section on the proper use of de-duplication and email threading.

Microsoft Office 2013 and Windows 8
Presented by Donna Brown of Beyond Square One
Office 2013 has yet another interface to get used to. Join us in our adventure of tips, tricks, and hints for Office 2013.

12:00 p.m. – 1:30 p.m.
Recognition Luncheon

1:30 p.m. – 3:00 p.m.

Joint Officer Training: Leadership Team “Coaching” (PPT) | (PDF)(PDF 2)(DOC)(DOC 2)(DOC 3)
Presented by Various NALS Leaders
Leadership in NALS is similar to a sports team in that all “players” working together can achieve much more than one “player” who is acting alone. This information-packed session will feature some of NALS’ top “coaches” as they share short, six-minute highlights about the various faucets of NALS. You will not want to miss this session during which you will be provided with a variety of leadership training that you will use throughout your year!

Public Records: Proper Uses For Background Research, Due Diligence, and Investigation
Presented by Bryan Williams, J.D. of LexisNexis
Learn how to effectively navigate through the hundreds of millions of public records data sources available as well as the implications of the Driver’s Protection Policy Act (DPPA) and the Gramm–Leach–Bliley Act (GLBA) to conduct a thorough background check for investigation and due diligence matters.

Keeping the Lid on the Water Bottle
Presented by Greg Madden of Rhodes Hieronymus
Disasters seem to keep popping up all around us. There is no end to the ideas on disaster recovery processes. But who has the time or the money to keep up with all these suggestions? Frankly, most of us will never really experience a big disaster. But we will encounter some very inconvenient events that possibly we can be prepared for and limit the impact on our lives. This presentation will provide some thought-provoking ideas and solutions on dealing with some not-so-disastrous events.

3:00 p.m. – 3:30 p.m.
NALS Foundation Sweepstakes Open/NALS Genius Bar Open

3:30 p.m. – 5:00 p.m.

Joint Officer Training: Hosting a Profitable Meeting (PDF) | (PPT)
Presented by Marcie Carter, PP, PLS and Debbie Taylor, PP, PLS

How to Conduct an Investigation
Presented by Kathy R. Neal, Esq.
There is no magic formula for conducting investigations! A good investigation requires you to make judgment calls about what issues to investigate, who to interview, and ultimately who to believe. Your goal is to conduct an investigation in the fairest way possible. While you may never be certain of the truth, you must use your best judgment and prepare in the best possible way to explain your determination to a jury. In this presentation, you’ll get guidance and tips on the best way to conduct a workplace investigation.

Process Serving and Investigations: How to Get the Results You Want and the Answers You Need
Presented by Terry Laflin of Laflin Investigative Group
We will discuss a recent survey of paralegals entitled “The Four Biggest Frustrations Paralegals Have with Process Servers” and a recent survey of legal professionals and their preference for using process servers vs. the sheriff. We will also review case law regarding service of process, the value of using an investigator to bolster your case, and services offered i.e., surveillance, witness locates, sensitive witness interviews, equipment/technology utilized, civil and criminal investigations, fraud and employee theft, and sensitive employee terminations).

5:00 p.m. – 6:00 p.m.
NALS Foundation Sweepstakes Drawings

7:00 p.m. – 10:00 p.m.
Wrap-Up Dinner (NEW!) (Ticketed Event)
After a busy weekend of engaging your minds, enhancing your leadership potential, and inspiring yourselves for the year ahead, it is time to  kick back and relax! NALS Wrap-Up Dinner will be a time to reflect on the conference—the education gained, the friendships fostered, and the ideas shared. It will be an opportunity for unparalleled networking with your peers over dinner; the perfect setting to get those great, last-minute ideas flowing!

Sunday, March 2

9:00 a.m. – 12:00 p.m.
Historic Tulsa Trolley Tour (NEW!) (Ticketed Event)
Older than Oklahoma itself, Tulsa has held many titles: “The Oil Capital of the World,”  “America’s Most Beautiful City,” and “The Birthplace of Route 66.” Tulsa’s history is vast, ranging from the fanciful times that produced affluence and culture still evident in the Art Deco skyscrapers that fill downtown, to the tragic Tulsa Race Riot of 1921. For over a century, Tulsa has not only made history; it has honored and preserved it. NALS is giving you a chance to make a little history of your own as you ride in an old urban trolley on a three-hour tour of Tulsa! This tour includes many Art Deco buildings, the Greenwood Historical District, dubbed America’s “Black Wall Street” by Booker T. Washington, the Brady Arts District, some of early Tulsa settlers’ mansions, two of the world’s largest landmarks—the Golden Driller and the Praying Hands, and a tour of the Campbell Hotel, originally built in 1927 and now listed on the National Register of Historic Places.  This is a great option for those who have afternoon flights. Space is extremely limited; only 27 seats available.


Recent Blog Posts of NALSPD Information

2014 NALSPD Conference Pins

NALS of Oklahoma has a new lapel pin for the March 2014 Professional Development & Education Conference.  There are a limited number of pins available, and they will be sold for $7 each on a first-come-first-served basis.

NALSPD Tulsa 2014 Goes Mobile!

We strongly encourage all conference attendees to download our mobile guide to enhance your experience at NALSPD. You will be able to plan your day with a personalized schedule and browse exhibitors, hotel maps, and general show information.

Follow #NALSPD Online!

A blog post has been created on the NALS website that will display messages from Twitter using the hashtag #NALSPD. If you are able to join us in Tulsa, please post your thoughts during the conference to Twitter using the hashtag #NALSPD. Those who are unable to join us, can follow along to see what people are saying and what they are missing!

Tulsa Roommate Connection

Are you attending the NALS 2014 Professional Development & Education Conference this March in Tulsa, Oklahoma? Do you need a roommate? If so, this is your forum to connect with other NALS members who are looking to share a room.

NALS Foundation Sweepstakes

The NALS Foundation is seeking donated items for the annual sweepstakes to be held during the 2014 Professional Development & Education Conference in Tulsa, Oklahoma. Items may be donated by individuals, groups, local chapters, state associations, regions, etc. We will gladly accept all donations. Items such as handcrafted wares, purchased items, gift certificates, etc. are welcome. Donated items, along with Sweepstakes Donation Form, MUST be received at the NALS Resource Center no later than February 14, 2014.

Tulsa Activities/Events During NALSPD

Tulsa has many attractions and events going on the weekend of the NALS 2014 Professional Development & Education Conference.  Listed below are some of the events and websites to help plan your weekend. This listing will be updated as information becomes available.

Travel Discounts for Professional Development Conference

We know that flying to NALS conferences can get expensive.  In efforts to help our members, NALS proudly announces travel discounts with American Airlines and Delta Airlines.

Conference Marketing (New)!

Do you want to attend the NALS 2014 Professional Development & Education Conference in Tulsa, Oklahoma this Spring? Do you need a little help convincing your employer to a) let you attend, and b) pay your way? Give this employer-focused flyer to your boss as you make your request.


Sponsorship & Advertising Opportunities

We would like to express our appreciation for the following advertisers and sponsors Without their support, this conference would not be possible. Please show your support by visiting our advertisers/sponsors websites.

Click here to view advertising/sponsorship options.



Beyond Square One

Liberty Mutual Insurance

Litgistix LLC Event Sponsors

Graif, Barrett & Matura, P.C.

Legal Directories Publishing Co.Corporate Sponsors



Liberty Mutual Insurance