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The American Association
of Nurse Attorneys


Nursing CEs

Provider (The American Association of Nurse Attorneys; TAANA) is approved for 10.00 Nursing CEs by the California Board of Registered Nursing, Provider Number cep16785.

Legal Education Credits

This conference will provide Legal Education Credits from Alabama, Texas and New York. Applications are currently pending.

Daily Schedule

Time

(Eastern)

Thursday, October 21
Pre-Conference Workshop
(Live)

 

Time

Eastern

Live Conference Sessions
Beginning at 3:45pm Eastern
Thursday, Oct 21

3:45pm - 4:15pm

Welcome & Announcements

  • TAANA President
  • TAANA Foundation
4:15pm - 5:15pm

Session 1. NSO Presentation on Malpractice Claims and Data

  • Jennifer Flynn, CPHRM
    Aon/Nurses Service Organization (NSO)
    Fort Washington, Pennsylvania
     
  • Lynn Pierce, BSN, RN, CPHRM
    CNA Healthcare Risk Control
    Atlanta, Georgia

Learner Objectives:

  1. List the leading allegations made against nurses in malpractice lawsuits.
  2. List the leading allegations made against nurses in Board of Nursing complaints.
  3. Identify key risk management tools that nurses can incorporate into their practice.

Presenter Bio:

  • Jennifer Flynn, CPHRM, is Risk Manager for Nurses Service Organization in the Healthcare Division of Aon’s Affinity Insurance Services, Inc. Specializing in risk management and having worked in the health care insurance business for over 18 years, Jennifer is dedicated to educating nurses and health care professionals on professional liability risks and offers strategies to mitigate those risks by supporting patient safety principles and developing quality management programs. In addition to being a frequent national speaker on healthcare risk and liability, Jennifer is also a published author on various risk management topics. Jennifer is a Certified Professional in Healthcare Risk Management and is a licensed Property & Casualty agent. She earned a BA in Psychology from Arcadia University in Glenside, Pennsylvania.
     
  • Lynn Pierce, RN, BSN, CPHRM, is Risk Control Director for CNA Healthcare Risk Control. Prior to joining CNA, she worked in such clinical settings as emergency, surgical and cardiac critical care, and cardiac and orthopedic rehabilitation services. She has served as a director of risk management in acute care hospitals and integrated health care systems and has held leadership positions in risk management, quality, HIPAA privacy, environmental and patient safety, case management, corporate compliance, Workers’ Compensation and infection control. In 2002, she became a certified legal nurse consultant, achieved the LEAN Green Belt Certification and a certified Workers’ Compensation professional in Georgia. She earned her associate degree in nursing from Dalton College in Dalton, Georgia and a BSN from the State University of West Georgia in Carrollton, Georgia and is currently attending Spring Arbor University with plans to graduate with a Masters in Nursing as a Family Nurse Practitioner.
Thursday Evening

Special Virtual Group Activity

  • Separate registration fee required

Time

Eastern

Live Conference Sessions
Beginning at 10:30m Eastern
Friday, Oct 22

10:30am - 11am

Welcome & Announcements

  • TAANA President
  • TAANA Foundation
11am - 12noon

Session 2. What is Telehealth Practice: Regulatory Oversight and Professional Considerations during COVID and Beyond

  • Randi Kopf, RN, BS, BS, MS, JD
    Kopf HealthLaw, LLC
    Rockville, Maryland

Learner Objectives:

  1. Understand what is considered the practice telehealth prior to and during COVID.
  2. Identification of regulations, laws and professional codes that govern this practice.
  3. Awareness of professional abilities, liabilities and limits.

Presenter Bio:

Randi has a corporate, administrative and healthcare technology practice, Kopf HealthLaw, LLC. She is a nationally recognized speaker. She provides general and health law counsel to physicians, nurses, allied health practitioners and health associations locally and nationally. Ms. Kopf's professional experience includes faculty and instructor positions at Georgetown, Univ. of Maryland and Adelphi University, authoring several books and multiple articles. She contributed to AHLA’s Health Law Academic Curriculum project, serves on the Maryland Attorney Grievance Commission Peer Review Panel and participated with Maryland’s Health Care Commission’s HIPAA Task Force. Ms. Kopf has provided legal support for several U.S. Congressional health care bills and advocated on behalf of physicians before the U.S. Attorney's Health Care Fraud Task Force. She served as Health Law Section Chair of the Montgomery County Bar Association. Ms. Kopf received the Cornell University Alumni Award for Outstanding Volunteerism, was voted as a “Super Lawyer” for Maryland and DC and America’s Most Honored Professional, served on the Board of Directors for the Charles E. Smith Life Communities. Education – BS Cornell, BS & MS SUNY Stony Brook, JD Univ. of Maryland School of Law. Admitted to practice - Maryland, DC & the Supreme Court. Board Certified Family/Oncology Nurse Practitioner over 25 years. Randi currently serves as President of TAANA Foundation and Chesapeake Nurse Attorneys, Inc. Received from TAANA - Outstanding Advocate Award, Outstanding Legislative & Compliance Section Member Award, Cynthia Northrop Distinguished Service Award (twice), a former editor and author for the Journal of Nursing Law.

12noon - 1pm

Session 3. Board Governance: Managing Conflicts of Interest

  • Marla Weston, PhD, RN, FAAN
    Weston Consulting LLC
    Washington, DC

Learner Objectives:

  1. Describe the legal duties of a board member.
  2. Describe conflict of interest for a board member.
  3. Implement strategies to avoid or mitigate conflicts of interest.

Presenter Bio:

Marla J. Weston dedicated her career to improving the professional practice environment for nurses and the quality of care for patients. She served as a nurse executive in hospitals, the government and, associations. From 2009-2018, she served as the CEO of the American Nurses Association Enterprise. Her leadership transformed ANA into one of the fastest growing nonprofit associations. Under her leadership, membership increased by over 40%, financial assets grew over $40M to an annual budget over $75M, and Forbes described ANA as “an increasingly politically powerful lobbying force in Washington and state capitals across the country.” Marla now applies her extensive national board and committee experience, consulting with organizations to create high performing boards, generate innovative strategic planning, transform organizational and individual performance, and develop collaborative partnerships. She is a noted speaker, meeting facilitator, and has extensively published on diverse topics including professional nursing practice, leadership, the future of healthcare, and improving wellness, resilience, and joy in nursing. Her research is in the area of professional practice nursing environments and is currently focused on developing an instrument to measure professional governance. She is a co-author of the blog, Calling the Leadership Circle. Dr. Weston earned a BSN from Indiana University of Pennsylvania, a MS in nursing degree from Arizona State University, and a PhD at the University of Arizona. In 2012, she was inducted as a fellow in the American Academy of Nursing and in 2017 was selected by Modern Healthcare as one of the Top 25 Women in Healthcare.

1pm - 1:15pm Break
1:15pm - 2:15pm Session 4. Evidence in Nursing Licensure Actions and Practical Solutions
  • Yolonda Green, JD; Administrative Law Judge
    Florida Division of Administrative Hearings
    Tallahassee, Florida

Learner Objectives:

  1. Identify examples of valuable evidence to support presentation of a case.
  2. Identify Methods to preserve evidence and the record.
  3. Evaluate evidence offered in an evidentiary matter.
  4. Identify pitfalls offering certain evidence and how to overcome them.

Presenter Bio:

Yolonda Green, a graduate of the University of Florida Fredric G. Levin College of Law, has served as an Administrative Law Judge with the Division of Administrative Hearings since August 2016. She has practiced in both the public and private sector throughout her legal career. Before becoming an Administrative Law Judge, Judge Green served as an attorney supervisor at the Florida Department of Health-Prosecution Services Unit. While working with the Department, Judge Green prosecuted licensure disciplinary matters before several healthcare boards, including the Florida Board of Nursing. In addition to public service, Judge Green, worked with a state-wide civil litigation defense law firm. As a defense attorney, she litigated matters involving medical malpractice, premises liability, and disciplinary licensure complaints. Judge Green is actively engaged in civic activities in the community. She volunteers as a member of the American Cancer Society Leon/Havana Relay for Life committee, as an executive board member of the Tallahassee Barristers (Bar) Association and as a member of various other voluntary bar organizations throughout the Nation. In addition to service in voluntary bar organizations, Judge Green serves on the Florida Bar Clients’ Security Fund committee and is a member of the Administrative Law and Health Care Law Sections. In her free time, she enjoys running, traveling, and writing.

2:15pm - 2:45pm Awards Ceremony
2:45pm - 3:45pm Session 5. NCSBN's Adverse Event Decision Pathway For Nurse Leaders/Administrators
  • Kathleen Russell, JD, MN, RN
    NCSBN
    Chicago, Illinois

Learner Objectives:

  1. Identify nursing executives' barriers to reporting serious adverse events to a board of nursing.
  2. Understand the Adverse Event Decision Pathway.
  3. Relate the NCSBN study and how the AEDP made significant impacts on the study participants' disciplinary decisions.

Presenter Bio:

Kathleen Russell, a lawyer and a nurse, is an Associate Director in the Division of Nursing Regulation for the National Council of State Boards of Nursing (NCSBN). Kathleen’s professional background includes 40 years of nursing, legal, and non-profit leadership experience. She practiced nursing as a pediatric clinical nurse specialist and nursing educator, and law as a trial attorney.  At NCSBN, she is responsible for services provided to member boards related to investigation and discipline, National Practitioner Data Bank reporting, alternative to discipline programs, substance use disorder, licensure fraud and most recently cannabis. She has written many professional articles and speaks on a variety of topics.

3:45pm - 4:45pm

ession 6. The Role of Judicial Review in Professional Discipline

  • Amigo Wade, Acting Director
    Virginia Division of Legislative Services
    Richmond, Virginia

Learner Objectives:

  1. Participants will be exposed to a basic level of case law analysis as it pertains to professional licensure actions against nurses.
  2. Identify key legal issues facing Boards of Nursing when (i) reviewing licensing applications, (ii) imposing professional discipline, and (iii) protecting the confidentiality of patient information, and how the issues are resolved under judicial review.

Presenter Bio:

Amigo Wade received his B A from Cornell University in Ithaca, New York and his J D from Washington College of Law, American University in Washington, D.C.  Between 1988 and 1997 Amigo served in several capacities for the Virginia Department of Professional and Occupational Regulation, including Assistant Director for Investigation and Adjudication. In 1997, Amigo began work with the Virginia Division of Legislative Services serving as legal counsel to the Committee on General Laws and Technology of the Virginia Senate. In 2018, he became Deputy Director of the agency and since December 2019 he has served as Acting Director. Amigo has conducted numerous workshops, webinars, and training sessions and is a frequent presenter at professional conferences.

4:45pm - 6pm Annual Business Meeting

Time

Eastern

Live Conference Sessions
Beginning at 10:50am Eastern
Saturday, Oct 23

10:50am - 11am

Welcome & Announcements

  • TAANA President
11am - 11:45am

Section & Committee Updates

  • Open to all conference participants
  • Solo Practice Manual Announcement
11:45am - 12:45pm

Session 7. OIG Exclusions

  • Nancy W. Brown, Esq.
  • Felicia Heimer, Esq.
  • Jonathan Culpepper, Esq.

Learner Objectives:

  1. Introduction to OIG and its' services.
  2. Review and discuss OIG Administrative Sanctions.
  3. Explore "Exclusions" its Impact.
  4. Review case studies and resources about Mandatory v. Permissive Exclusion.
12:45pm - 1:45pm Session 8. Scope of Practice and Ethical Issues for Nurse Practitioners
  • Melanie Balestra, JD, NP, MN, BSN
    Law Offices of Melanie Balestra
    Rancho Mirage, California

Learner Objectives:

  1. Define scope of practice.
  2. List two scope of practice issues and resolutions.
  3. List two ethical issues and possible resolutions.
  4. List two risk management strategies for practicing within the scope of practice.

Presenter Bio:

Melanie is a PNP and an attorney in Newport Beach, California focusing on legal and business issues that affect health care providers and representing them before their Boards. She advises on the legal aspects of starting a practice.  She lectures nationally on this subject and liability issues.  She is published in Journal for Nurse Practitioners, The Nurse Practitioner and Medscape. She is Past President of the American Association of Nurse Attorneys, the American College of Nurse Practitioners, and the California Coalition of Nurse Practitioners.  She continues practicing as a PNP at the Laguna Beach Community Clinic.

1:45pm - 2pm Break
2pm - 3pm

Option 1:

Session 9a. Where Will Your Business Be Without You? Planning For Your Business Succession
  • Mila Carlson, PhD, MSHSA, RN, CNLCP, CMSP-F
    Success(ion) Solutions, Inc.
    Rockford, Illinois

Learner Objectives:

  1. Define succession planning.
  2. Identify 5 components to address in succession planning.
  3. Learn how to structure a solopreneur business for succession.
  4. Identify ways to deal with emergent circumstances in a solopreneur business.
  5. Determine steps to facilitate the succession transition for retirement or sale of the business.

Presenter Bio:

Mila Carlson is President of Success(ion) Solutions, Inc., a professional services company that assists in developing a consultant's business continuity plan. She is also President of Mila Carlson & Associates, P.C., Nurse Consulting/Nurse Life Care Planning. Her back­ground is in medical/surgical nursing, enterprise patient scheduling, and healthcare administration. Her article, Succession Planning: An Overlooked Business Strategy, coauthored with Sherry DeLGrosso was recently published in the JLNC Spring 2021 edition. A previous article on Medical Record Fact Witness, co-authored with LNC colleague, Joanne Walker, was chosen as the 2018 JLNC Article of the Year. Mila was a featured speaker on Succession Planning at the 2020 LNC Summit and has presented internationally. Mila has presented various topics to attorneys, paralegals, legal nurse consultants, rehabilitation professionals, and life care planners utilizing in-person, virtual, and conference formats.

Option 2:

Session 9b. The Critical Failures in Substance Use Disorder Treatment

  • Susan Ramsey, RN, JD
    McLaughlin Stern
    Jupiter, Florida

Learner Objectives:

  1. Understanding substance use disorders and its occurrence within the United States currently.
  2. Gain basic to intermediate understanding of the legal structure of substance abuse treatment and the standards of care applicable to substance use disorder treatment using examples of illegal and inappropriate practices.
  3. Learn where to find additional resources about representing Substance Abuse Treatment Centers or survivors of substandard treatment.

Presenter Bio:

Susan Ramsey is an attorney and a (retired) Registered Nurse. Ms. Ramsey’s professional experience began as an R.N. in the Intensive Care Unit at Yale New Haven Hospital. While pursuing her bachelor’s degree, she was a counselor with the New Haven Rape Crisis Program. During her time with the Program, Ms. Ramsey counseled sexual assault survivors and performed seminars for local police departments, universities, and high schools. During her time working as a registered nurse, Ms. Ramsey decided to attend law school. Ms. Ramsey graduated from CUNY Law School and has practiced law in several different State and Federal Courts.  She is a Florida Heath Care Risk Manager and a member of the Palm Beach County Sober Home Task Force.  Susan is Pro Bono Counsel for the Florida Association of Recovery Residences.  Ms. Ramsey represent survivors and their families who have suffered catastrophic injuries as the result of intentional actions, professional negligence, product liability and medical negligence.

3pm - 3:15pm Break
3:15pm - 4:15pm

Session 10. Avoiding Arbitration Agreements

  • Kathleen Kearney, JD, MSN, RN, CNE
    Texas Tech University Health Sciences Center SON
    Dallas, Texas

Learner Objectives:

  1. TBD

Presenter Bio:

Kathleen M. Kearney has taught nursing jurisprudence in Texas Tech University Health Science Center School of Nursing's online RN to BSN Program since 2009.  She also maintains a small private law practice and represents severely injured clients - including nurses - throughout the state of Texas.  Since 2012, Kathleen has been recognized by Super Lawyers (Thomson Reuters), and received TAANA's Distinguished Service Award in 2016.  She was also named the local volunteer of the year for Big Brothers Big Sisters in 2014, and currently volunteers as a Court Appointed Special Advocate (CASA) for two teenagers in foster care.

 4:15pm - 5:15pm  Session 11. Creating Funnels Through Social Media to Grow Your Business, Expand Your Brand, and Create Passive Income
  • Irnise Williams, JD, RN
    The Law Office of Irnise F. Williams, LLC
    Owings Mills, Maryland

Learner Objectives:

  1. Identify which form of social media is most natural for you to engage and grow your contacts and connections.
  2. How to create engaging content that can be shared across various medium.
  3. Understand how to create a funnel and guide potential clients or customers through the process.

Presenter Bio:

Irnise is an experienced nurse and health law attorney that works with healthcare providers who want to protect their license, decrease liability and mitigate risks. After working in the operating room and the pre-op/PACU years ago, Irnise decided that she could do more for nurses, patients, and the healthcare system by working to change healthcare as a legal advocate and social justice change agent. As a graduate of Howard University and the Howard University School of Law, her practice is deeply rooted in social justice, and she serves as an architect of social change for both the clinicians and patients in the community. Irnise still works as a travel nurse and runs her practice while also trying to find the balance of supporting her own family.

 5:15pm  Virtual Happy Hour and Networking

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