Conference Schedule

TAANA 2017 Education Conference and 35th Anniversary Gala

Nursing CE's

Provider (The American Association of Nurse Attorneys; TAANA) is approved by the California Board of Registered Nursing, Provider Number 16785, for 20.5 total contact hours (including 3.5 for the pre-conference workshop).

Legal Education Credits (CLE)

TAANA calculates 15.0 credits and 1.0 ethics credits for a total of 16 CLE's for the conference.

Credits are pending from:

    Course Title: TAANA 2017 Annual Meeting & Education Conference
    Class ID:
    Ethics Credits: 1.0
    Total CLE Credits (including ethics if ethics granted on line above): 16
    Course Title: TAANA 2017 Annual Meeting & Education Conference
    Class ID:
    Ethics Credits: 1.0
    Total CLE Credits (including ethics if ethics granted on line above): 16
    Course Title: TAANA 2017 Annual Meeting & Educational Conference
    Course #:
    Sponsor #:
    Ethics Credits: 1.0
    Total CLE Credits (including ethics if ethics granted on line above): 16


(All ce/cle's are pending; schedule is subject to change)

Time Thursday, August 3 Room
8:15am - 11:45am
CE: 3.5
TAANA Pre-Conference Workshop (separate registration fee required):

How to Avoid Common Pitfalls and Protect Your Nursing License
  • Janet E. Michael, RN, MS, JD
    Law Office of Janet E. Michael; Portland, Maine

Click For More Workshop Information

8am - 12noon TAANA Board of Directors Meeting  
12noon - 5pm Registration  
12noon - 4:45pm Exhibit, Poster Setup  
1pm - 1:10pm
Welcome/Opening Remarks - Diane Warlick
1:10pm - 2:30pm
CE/CLE: 1.25
Reciprocal Enforcement and other Collateral Issues with Licensure Discipline
  • Edie Brous, RN, BSN, MS, MPH, JD
    Edith Brous, Esq. PC; New York

Presentation Objectives:

  1. Identify other regulatory concerns when a professional license is disciplined.
  2. Analyze the risks, benefits, alternatives and costs of accepting a settlement vs. attending a hearing.
  3. Compare nursing and physician risks of malpractice vs. licensure discipline.
2:30pm - 2:45pm
2:45pm - 4pm
CE/CLE: 1.25
Compassion Fatigue
  • Donna McCarten White, RN, PhD, CS, CADAC-11
    Lemuel Shattuck Hospital; Massachusetts

Presentation Objectives:

  1. Identify three symptoms of Secondary Traumatic Stress Disorder.
  2. Describe how Secondary Traumatic Stress Disorder, and the sequelae Compassion Fatigue, is a risk to Health Care Professionals.
  3. Discuss the potential legal ramifications of Compassion Fatigue within healthcare.
  4. Explain why nurse attorneys need to be familiar with Compassion Fatigue when representing healthcare professionals whose actions in part may have been caused by Compassion Fatigue
4pm - 5pm
Flying in the Cloud
  • Alice Dupler, MN, JD, APN-BC, ESQ
    Gonzaga University School of Nursing; Washington

Presentation Objectives:

  1. Discuss and define the cloud.
  2. Identify risks associated with use of the cloud when storing records.
  3. Apply strategies to investigate client complaints regarding care.
  4. Integrate use of the cloud in compliance with statutory and regulatory requirements.
5pm - 6pm
CE: 1
(poster sessions are
not eligible for CLE)

Poster Sessions:

Click to view the poster session objectives in Word; PDF.
  • Incapacitated Surrogates
    Karen Smith; PhD
    Henry Ford Hospital; Michigan

    Patrice Fedel; GCNS-BC, ACHPN
    Wheaton Franciscan Healthcare; Wisconsin
  • Getting Back on Track and Staying There: Resources for Professional Ethical Lapses in Nursing
    Catherine Caldicott, MD, FACP
    Program Director, The PROBE Program; Colorado
  • Nurse-Attorney Led Faculty Policy Teams: An Opportunity for Interdisciplinary Collaboration
    Kim Cleveland, ESQ, MSN, RN, C-MBC
    Kent State University; Ohio

    Yvonne Smith; PhD, APRN-CNS
    Kent State University; Ohio
  • Regulation and Credentialing of Complimentary Care Practitioners
    Kim Cleveland, ESQ, MSN, RN, C-MBC
    Kent State University; Ohio

    Gibson Alyssa
    Kent State University; Ohio
  • Education and Empowerment: The Nursing Ethics Council
    Jane Barr, DNP
    Long Island Jewish Medical Center, Northwell Health; New York

    Michael Dauber
    Long Island Jewish Medical Center, Northwell Health; New York
  • Transition of Care: Legal Considerations
    Shannon Holy, MSN, BSN, RN, LNCC
    Medical Litigation Services/American Association of Legal Nurse Consultants; Mississippi
  • The Amazing Nurse Attorney Career
    Katherine Anselmi, JD, PhD, MSN, WHNP-BC
    Drexel University; Pennsylvania
6pm Archives Commemorative Event, TAANF Awards and Welcome Reception
Time Friday, August 4 Room
7:30am - 8am
Continental Breakfast  
8am - 5:30pm
8am - 9am
Keynote Address: Survivor’s Story-The Boston Bombing
  • Richard Donohue

TAANA is pleased to announce that Richard Donohue is confirmed as the Keynote Speaker for TAANA's 35th Annual Meeting & Educational Conference in Boston! Richard is a retired transit police sergeant who was wounded in the line of duty during the Watertown shootout following the Boston Marathon bombings. After being shot, he was rushed to a nearby hospital and was feared dead from the significant blood loss. He managed to fend off death and then face the incredible challenges of recovery. TAANA conference attendees will have the opportunity to hear his inspirational talks to businesses and organizations.

9am - 10am
The Role of the Nursing Professions in Expanding Access to Care and Addressing Health Care Disparities
  • Renée Landers, JD
    Suffolk University Law School; Massachusetts

Presentation Objectives:

  1. Identify health care disparities based on race, ethnicity, gender, religion, socio-economic status, and geography.
  2. Identify disparities in access to insurance, availability of care, cost of care, as well as quality of care.
  3. Understand role of health care practitioners, particularly physicians, in exacerbating or ameliorating disparities.
  4. Understand opportunities for non-physician health care practitioners--especially nursing practitioners and dental assistants and hygienists--to address disparities.
  5. Understand barriers to larger role in patient care for non-physician health care practitioners, including state law practice restrictions, professional resistance, and reimbursement limitations established by public and private payers.
  6. Understand recent developments to encourage role for non-physician practitioners to increase access to health care and address disparities, through the Affordable Care Act and other initiatives.
10am - 10:15am
10:15am - 11:15am
CE/CLE: 1 (legal ethics)
The Power of Collective Bargaining to Achieve Safe Staffing
  • Sara Frey, JD, BSN, RN
    Washington State Nurses Association; Washington
  • Danielle Franco-Malone, JD
    Schwerin Campbell Barnard Iglitzin & Lavitt LLP; Washington

Presentation Objectives:

  1. State an understanding of the legal aspects of a typical hospital contract negotiation process including the use of a federal mediator in achieving advancements in working conditions for nurses.
  2. Identify complicating factors to hospital negotiations such as ongoing lawsuits and mandatory versus permissive subjects of bargaining.
  3. Identify the importance of a contract campaign including organizing, media use, and other available tools to further negotiations.
  4. Identify various types of strikes, strike readiness, and legal considerations.
  5. State an understanding of what constitutes an unfair labor practice, differentiate between different types, and the use of ULPs to gain leverage in negotiations.
11:15am - 12:15am
I Fought the Law: The Intersection of Licensing Actions and Criminal Law
  • Flynn Carey, JD
    Mitchell Stein Carey, PC; Arizona

Presentation Objectives:

  1. Prepare a self-report of a criminal charge.
  2. Identify the trade-offs when there are pending criminal and Board actions simultaneously.
  3. Identify the possible areas for mitigating and explaining criminal charges.
  4. Identify how to mitigate criminal charges before a Board.
  5. Discuss, orally and in writing, the status of a parallel criminal case.
  6. Understand how the practitioner can use the client's licensing status to mitigate a criminal penalty.
  7. Understand how the practitioner can use the client's criminal penalty to mitigate licensing penalty.
  8. Recognize and address self-incrimination issues and how self-incrimination is treated in administrative law.
  9. Recognize possible, uncharged criminal acts, and how to protect a client from those charges while still cooperating with/litigating against the client's Board.
  10. Special issues in cases involving DUI, sexual misconduct, and drug diversion.
12:15am - 2pm
Lunch and Awards and NSO Malpractice
  • Loretta D'Antonio, MBA
    Nurses Service Organization; Pennsylvania

Presentation Objectives:

  1. Identify the most common allegations made to regulatory boards against healthcare practitioners.
  2. Discuss contributing factors to final outcomes.
  3. Identify risk control recommendations based on case review.
2pm - 3:15pm
CE/CLE: 1.25
Don’t Get Caught with Your Compliance Pants Down: Compliance Effectiveness and Role of Counsel
  • Kathleen A. Hessler, RN, JD, CHC, CHPC
    Simione Healthcare Consultants; New Mexico
  • Rose Matricciani, AA, BA, JD, RN
    Whiteford, Taylor & Preston LLP; Maryland

Presentation Objectives:

  1. Identify the difference between a provider compliance risk assessment and an effectiveness review.
  2. Identify the HCCA-OIG guide specific to the evaluation of compliance effectiveness and gain an understanding of recent DOJ guidance.
  3. State current trends in compliance enforcement.
  4. Examine the roles of compliance professionals, consultants, and counsel in light of a case study.
3:15pm - 3:30pm
3:30pm - 4:30pm
Nurses as Business Owners and Entrepreneurs
  • Lorie Brown, RN, MN, JD
    Brown Law Office PC; Indiana
  • Rebecca Love
    Northeastern University; Massachusetts

Presentation Objectives:

Coming Soon


4:30pm - 5:30pm
CE/CLE: 1 (legal ethics)
Communication, Apology and Resolution
  • Patricia Folcarelli, RN, MA, PhD
    Beth Israel Deaconess Medical Center; Massachusetts

Presentation Objectives:

  • Identify the reasons for implementing a Communication and Resolution Program (CRP), how CRPs support optimal patient care, and how they differ from traditional risk management.
  • Define the core components of a CRP and why each component is critical to a CRP’s effectiveness.
  • Describe the common barriers healthcare organizations experience when implementing a CRP and strategies for overcoming them.
  • Describe the 3 year experience following an implementation of the CARe program.


TAANA 35th Anniversary Gala Dinner (separate registration fee required)  
Time Saturday, August 5 Room
7am - 8am Breakfast (all Attendees) & TAANA Business Meeting  
8am Registration  
8am - 10:15am
CE/CLE: 2.25 (legal ethics)
Leadership Training Series: Legacy Leaders’ Panel Summary of Current Trends and Emerging Legal Hot Button Issues
  • Moderator: Teressa Sanzio, RN, MPA, JD
    Law Office of Teressa M. Sanzio, PC; Arizona
  • Litigation Perspective: Lisa Lilly, BSN, RN, JD
    Francis & Lilly, PLLC; West Virginia
  • Health Law and Compliance Perspective: Kathleen A. Hessler, RN, JD, CHC, CHPC
    Simione Healthcare Consultants; New Mexico
  • Education Perspective: JoAnn Klaassen, RN, MN, JD
    University of Missouri-Kansas City, School of Nursing; Kansas

Presentation Objectives:

  1. Identify key statutes, regulations and recent case law causing chaos for healthcare providers.
  2. Discuss and share practice tips for keeping up with healthcare regulations and compliance mandates.
  3. Identify 2 practical strategies to develop a litigation practice.
  4. Identify low cost marketing opportunities to attract and maintain a litigation client base.
  5. Discuss means by which TAANA members’ needs for disseminating legal education can be met.
  6. Identify at least one way in which State Chapters expand legal knowledge through partnerships with local agencies/associations.


10:15am - 10:30am
10:30am - 11:30am
CE/CLE: 1 (legal ethics)
Nursing Presence on Boards: A Call to Consider Legal Duty
  • Kim Cleveland, ESQ, MSN, RN, C-MBC
    Kent State University; Ohio
  • Yvonne Smith; PhD, APRN-CNS
    Kent State University; Ohio

Presentation Objectives:

  1. The participant will identify key functions and legal duties of board members.
  2. The participant will describe how nursing presence on boards can be impacted by execution of their legal duty.
  3. The participant will identify appropriate orientation considerations for nurses serving on boards.
11:30am - 12:30pm
Social Media Dilemmas for Health Care Employers and Employees: Conflict Between HIPAA, NLRB & Professional Codes of Conduct
  • Randi Kopf, RN, BS, BS, MS, JD
    Kopf Health Law, LLC; Maryland

Presentation Objectives:

  1. Be aware of the applicable laws, regulations and professional codes.
  2. Recognize the potential for conflict as it applies to their clients.
  3. Identify the specific legal ramifications of conflicts and outcomes.
  4. Detect client liability.
  5. Offer their clients options and strategies to minimize liability, comply with the laws, regulations and codes.


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