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The American Association
of Nurse Attorneys

2016 Conference Schedule

View the conference program (pdf)

View the conference brochure (pdf)

Time Thursday, November 10, 2016 Room

Due to unforeseen circumstances, Patients, Nurses & Ebola has been canceled.  You may learn more by reviewing the following Handouts. 

Handout 1 (Pham Petition)
Handout 2 (Dallas Morning News Article)
Handout 3 (Medscape Article)


1:00pm - 2:00pm
CE/CLE: 1.00

Sociometry: Building Connections

Learner Objectives:

  1. Identify principles of sociometry.
  2. Practice techniques for quickly building connections and relationships within a group.
  3. Explore how sociometric techniques may be applied when interacting with juries, judges, clients, patients, or healthcare professionals.

2:00pm - 3:00pm
CE/CLE: 1.00

Pill Mill Epidemic & Litigation

Learner Objectives:

  1. Examine the causes and scope of the nationwide prescription drug epidemic.
  2. Identify applicable legal and regulatory requirements for prescribers of opioids.
  3. Discuss civil litigation of "pill mill" claims.

3:30pm - 4:30pm
CE/CLE: 1.00

Trusts and Developing a Careplan

  • Chris Klemme; JD; Happy Trust Company, Addison, TX
  • Mindy Jones; MS, MBA, TxCG, CSA; Pyxis Care Management, Fort Worth, TX
  • Presentation Handout

Learner Objectives:

  1. Explore the challenges patients, trust administrators and care coordinators face in maintaining quality healthcare.
  2. Examine how Trusts help patients maximize resources in order to maintain long-term financial stability.

4:30pm - 5:30pm
CE/CLE: 1.00
(1.00 ethics)

Legal Ethics in Representing Healthcare Clients

Learner Objectives:

  1. Identify at least two applicable attorney ethical rules/responsibilities in advising client providers in healthcare settings.

  2. Identify at least two applicable bioethical principles and two corporate ethical principles in healthcare matters.

  3. Provide practice tips for attorneys to identify legal, risk and ethical issues in healthcare and to advise clients accordingly.


5:30pm - 7:00pm
CE: 1.00


The ANA Code of Ethics for Nurses: Implications for Professional Practice

  • Liz Stokes; JD, RN; American Nurses Association, Washington, DC

Learner Objectives:

  1. Discuss abuse, access to health care, conflict of interest, end-of-life care, assignments, delegation, advocacy, error, policy development, pain and suffering, altered standards of care; extraordinary settings, boundaries, collaboration, students, fatigue, dating, bullying and violence, moral distress, genetics, conscientious objection, Informed consent, culture: yours, mine and ours, social media and health disparities.

  2. Analysis of the interpretative statements for the practical application in nursing, including the nurse's role with patients.

  3. These statements discuss the nurse’s role with patients, colleagues, local and global communities.

  4. Discuss a nurse’s obligation to think and act beyond the boundaries of the practice setting.

  5. Analyze the revised code of ethics standards for nurses to create an ethical work environment and a culture of safety as well as taking actions for health policy changes, locally and globally.

The Role and Significance of the Sexual Assault Nurse Examiner in Sex Abuse Cases

  • Carrie Edwards; PhD, RN, CA/CP SANE; Texas Tech University Health Sciences Center, Dallas, TX 

Learner Objectives:

  1. Discuss the history of sexual assault nurse examiners (SANEs).

  2. Discuss minimum standards for sexual assault services.

  3. Identify the role of the SANE in caring for sexual assault victims.

  4. Describe components of the medical-forensic sexual assault exam.

  5. Identify strategies for working with SANEs before and during trial.

Time Friday, November 11

8:30am - 9:30am
CE/CLE: 1.00

What do you Mean, I Might Lose my License?

  • Loretta D'Antonio; MBA; Vice President, Nurses Service Organization (NSO), Hatboro, PA

Learner 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.

9:30am - 10:30am
CE/CLE: 1.00
(1.00 ethics)

Brain Dead and Pregnant: Legal and Ethical Implications of the Marlise Muñoz Case

Learner Objectives:

  1. Examine legal and ethical issues related to pregnancy, brain death and life-sustaining measures utilized against a family’s wishes.
  2. Analyze Munoz v. JPS and its effect on similarly-situated patients across the country.

10:45am - 12:00pm
CE/CLE: 1.25
(1.25 ethics)

Panel: The Effects of Tort Reform on Healthcare and Civil Justice

  • Imrana Manzanares; RN, JD; Abraham, Watkins, Nichols, Sorrels, Agosto & Friend, Houston, TX
  • Judge Martin Hoffman; JD; District Court Judge; Dallas County, Dallas, TX
  • Colleen Carboy; RN, JD; Carboy Law Firm, Lewisville, TX
  • Jennifer A. King; JD; Burford & Ryburn, LLP, Dallas, TX
  • Moderator: Kathleen M. Kearney, JD, MSN, BSN, RN
  • Presentation Handout

Learner Objectives:

  1. Identify the legal and ethical implications of tort reform.
  2. Evaluate the effect of tort reform on patients, providers, healthcare and the civil justice system.

1:00pm - 2:00pm
CE/CLE: 1.00

Emergency Management of Infectious Disease

  • Judge Clay Lewis Jenkins; JD; Dallas County, TX

Learner Objectives:

  1. Understand legal issues in relation to high consequence infectious diseases.
  2. Understand the role of local officials in Texas for public health and other emergencies.

2:00pm - 3:00pm
CE/CLE: 1.00

Elder/Dependent Adult Abuse in Healthcare Institutions and Mandated Reporting Law

Learner Objectives:

  1. Discuss the key components of Abuse of the Elder/Dependent Adult and Mandated Reporting Law.

  2. Identify the complexity of the Mandated Reporting Law.

  3. Understand healthcare providers' decision making process for abuse of elder/dependent adult investigation and Regulatory and Mandated Reporter compliance.


3:30pm - 4:30pm
CE/CLE: 1.00

Panel: Statute of Limitations & Double Jeopardy

  • Teressa M. Sanzio; RN, MPA, JD; Law Office of Teressa M. Sanzio, P.C., Phoenix, AZ

  • Kathleen M. Gialanella; RN, BSN, JD, LLM; Kathleen M. Gialanella, Esq., PC, Westfield, NJ

  • Tracy L. Singh; RN, JD; The Law Offices of Tracy L. Singh, LLC, Las Vegas, NV

  • Melanie L. Balestra; JD, NP, MN; Law Offices of Melanie L. Balestra, Irvine, CA

  • Presentation Handout

Learner Objective:

  1. Explore how the issues of inadequate or lack of a statute of limitations, retained jurisdiction and the ability of state boards to take reciprocal action can negatively impact nurses who face board discipline and what can be done about it.


4:30pm - 5:30pm
CE/CLE: 1.00

Disclosure of Confidential Information

  • Keith L. Hovey; RN, JD; Szaferman Lakind, Lawrenceville, NJ

Learner Objectives:

  1. Understand the scope and circumstances regarding purportedly confidential information.

  2. Discuss circumstances by which the allegedly confidential information can or must be disclosed.

  3. Discuss the potential consequences of disclosing confidential information.

  4. Identify the differences between various types of confidential information, when disclosure is allowed, and the consequences for improper disclosures.

Time Saturday, November 12

8:30am - 9:30am
CE/CLE: 1.00

It's Here: The Final 60-Day Overpayment Rule (What it Means for you and your Clients)

Learner Objectives:

  1. Describe the overpayment report and requirements set forth in the Final Rule, including what it means to identify an overpayment and CMS's expectations for provider compliance programs.

  2. Understand the limitations of the Final Rule and questions the Final Rule leaves unanswered.

  3. Understand how providers can structure their compliance programs to ensure compliance with the 60-day rule.

  4. Understand the steps providers can take to resolve overpayments upon identification.

9:30am - 10:30am
CE/CLE: 1.00

Providing Care to Wards of Probate Courts

  • Mary O'Keefe; RN, PhD, JD, FAAN; UTMB School of Nursing, Galveston, TX

Learner Objectives:

  1. Development of an Electronic Statewide Distance Training Program (Court Visitor or CVP Program), designed to improve the knowledge, skills, competencies and outcomes of the undergraduate nursing workforce and impact Wards of the Texas Probate Courts.

  2. Implementation of the Electronic Statewide Court Visitor Program, designed to assure the appropriate supply, diversity, composition and distribution of the undergraduate nursing workforce.

  3. Evaluation of the Electronic Statewide Court Visitor Program, to ensure the infrastructure to support the availability and sustainability of a full range of healthcare skills and services to Wards, eliminate health disparities and assure quality of care.


11:00am - 12:00pm
CE/CLE: 1.00

Collateral Consequences of Criminal Convictions for Healthcare Practitioners

  • Marc Meyer; RN, MS, JD; Law Office of Marc Meyer, PLLC, Magnolia, TX

Learner Objectives:

  1. Identify the sections of the criminal code which subject a nurse to an automatic revocation.

  2. Identify steps a criminal defense attorney can take to minimize the consequences of the criminal conviction on a professional license.

  3. Discuss arguments and authorities which provide certain defenses to disciplinary actions when the nurse is convicted.

  4. Identify the actions likely to be taken by the Department of Health and Human Services OIG with regard to potential exclusions of providers.


12:00pm - 1:00pm
CE/CLE: 1.00

Monitoring Agreements

Learner Objective:

  1. Educate, advise and counsel licensees, attorneys and employers on the significant legal and practical consequences of the various monitoring contracts, documents, and specific clauses related to employer and licensing board based investigations regarding impairment allegations.



Provider approved by the California Board of Registered Nursing, Provider Number 16785, for 15.25 contact hours.

Legal Education Credits (CLE) have been approved by:
    Course Title: 2016 Annual Meeting & Education Conference TAANA
    Class ID: 178578
    Ethics Credits: 3.3
    Total CLE Credits (including ethics if ethics granted on line above): 15.3
    Course Title: 2016 TAANA Annual Meeting & Educational Conference
    Course #: 901364993
    Sponsor #: 4325
    Accredited CLE Hours: 14.25 (Credit not approved for Sociometry: Building Connections)
    Ethics Hours: 3.25
To receive your certificate of completion:
  1. Return the completed survey and continuing education hours form (pages 34-39 of the conference program) to the conference registration desk outside the Pavilion room prior to your departure.
  2. The TAANA Executive Office will email your certificate of completion on or before December 2.
  3. TEXAS ATTORNEYS - May report online using the course # above.
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