Streamlining Releases Improving Processes and Enhancing Efficiency
This course is also part of the 2024 Paralegal Cruise Bundle.
Thank you to Central Florida Paralegal Association for sponsoring this program.
(NOTE: Central Florida Paralegal Association is sponsoring the CLE for this program, but this program is not state specific to Florida)
The process of completing client Release Agreements can often be a bottleneck in the settlement timeline. This presentation focuses on the critical aspect of streamlining Release Agreement processes to enable faster approvals and document tracking, decrease turn-around time, minimize errors, and establish key performance indicators (KPIs) to measure efficiency. Samantha and Calum will provide actionable strategies and best practices for optimizing and streamlining release agreement processes and reducing bottlenecks.
Course Format
This is an on demand seminar – you’ll receive immediate access to the on demand recording and a PDF copy of the Powerpoint slides, along with a certificate of attendance/CLE. You have lifetime access to this program, so once it’s in your account, you can return to complete it whenever it is convenient for you.
Video length: 66 Minutes
Continuing Legal Education Credit (CLE)
NALA CP or ACP: This course is approved by NALA for 1.0 CLE (substantive).
Florida Bar FRP: As approved by NALA, this seminar meets the requirements under Rule 20-6.1 of the Rules Regulating The Florida Bar for continuing legal education credit required to maintain the FRP credential.
NFPA RP® or CRP™: NFPA automatically accepts substantive CLE hours which bears the accreditation of NALA on the certificate of attendance.
State Bar of Texas – Paralegal Division – The Division will accept substantive law CLE approved by the National Association of Legal Assistants for credit towards the Paralegal Division mandatory membership renewal CLE requirement.
North Carolina – This program has been pre-approved by the North Carolina State Bar Board of Paralegal Certification for 60 minutes of general credit plus 0 minutes of ethics credit. This approval shall expire on April 30, 2027 unless extended.
Meet your Speakers
Samantha Butler
Samantha has a Bachelor of arts in Environmental Studies and Political Science from Eckerd College. She currently holds her Florida Registered Paralegal Certification, Modern Management Tools Certification and Lean Six Sigma Green and Black Belt Certification. She is also currently working on her Project Management Certification from the University of Texas. Samantha works as Vinson Law’s Legal Project Coordinator managing the firm’s Litigation releases. Her specialities include release efficiency, and communication between attorneys, paralegals and defense counsel. Samantha is excited to be returning to speak at this year’s paralegal conference.
Calum Wright
Calum Wright graduated from Rhodes College with a B.A. in History in 2019 and joined Vinson Law as a Legal Assistant in the spring of 2020. He also recently completed certifications in Modern Management Tools and Lean Six Sigma Yellow Belt from the University of South Florida. In his time at Vinson Law, Calum has been an integral part of the Asbestos Bankruptcy Trust PI Claims team and possesses a deep understanding of the intricacies of the trust claims. Since 2021, Calum has coordinated the sizable team responsible for the sizable monthly quantity of release agreements from the bankruptcy trusts, now acting as the Trust Release team’s Release Agreement Manager.
Thank you to our Sponsor
Central Florida Paralegal Association (“CFPA”)
Website – Membership Information
CP Review Course – Facebook Page – LinkedIn Page
Streamlining Releases Improving Processes and Enhancing Efficiency
