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The American Association
of Nurse Attorneys

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Nursing CE

This conference is approved for Nursing CE through the California Board of Nursing.

CLE (Legal Education Credits)

This conference will provide CLE from the Alabama, Indiana, Missouri, New York, Pennsylvania and Texas State Bars.

View CE approvals

(PDF)

CLE Reciprocity

Your state bar may recognize CLE approvals from other states. Learn about reciprocity in all 50 states*.

(*Provided by Quimbee, a resource for CLE)

Daily Schedule

(subject to change)

 Time

Eastern Time Zone

Thursday, Oct 17**

12 - 3:15pm

Pre-Conference Workshop for Nurses

Separate registration fee required

Learn More

   
3:30 - 4:45pm

**Conference Opening, Student Recognition and Networking Hour

Open to all attendees, this event will take place on Thursday, Oct 17 at 3:30pm eastern

   

Time

Eastern Time Zone

Friday, Oct 18

10:45 - 11am
Welcome & Announcements

11 - 12pm

Moderator:
Marlene Garvis

Nursing CE, CLE: 1.00

Session 1. Liability Risks for Nurses: Cases and Recommendations

  • Jennifer Flynn, CPHRM; Aon/Nurses Service Organization (NSO); Fort Washington, Pennsylvania
  • Patricia Harmon, RN, MM, CPHRM; CNA Risk Control Consulting Director; Bristol, Rhode Island

Description:

Don't Become a Case Study! NSO and CNA will discuss incidents that led to adverse outcomes and identify vulnerabilities in our healthcare systems. Understanding the underlying human and systemic factors that can lead to patient harm helps nurses prevent errors through education, training, and practice improvement approaches. Selected case examples will be discussed.

Learner Objectives:

  1. List the leading allegations made against Nurses in malpractice lawsuits. 
  2. Define the average incurred expense for Nurses in malpractice lawsuits. 
  3. Identify key risk management tools Nurses can incorporate into their practice.

    12:05 - 1:05pm

    Moderator:
    Marlene Garvis

    Nursing CE, CLE: 1.00

    Session 2. OIG Road Show

    • Nancy W. Brown, Esq; Office of Counsel to the Inspector General; U.S. Department of Health and Human Services; Washington, DC
    • Felicia Heimer, Esq; Office of Counsel to the Inspector General; U.S. Department of Health and Human Services; Washington, DC
    • Jonathan L. Culpepper, Esq; Office of Counsel to the Inspector General; U.S. Department of Health and Human Services; Washington, DC

    Description:

    For the past few years, our office has made presentations to various organizations about the Office of Inspector General’s (OIG) authority to exclude individual and entities from participating in the Federal health care programs. A few of our past speeches include presenting to the Black Nurses Association of Greater Washington D.C., the American Association of Nurse Attorneys, and the National Bar Association. Our goal is to educate nurses, and attorneys who represent them, about OIG’s exclusion authority and the effect of being excluded from participation in Medicare and Medicaid to promote provider compliance. We believe that educating nurses with real case examples will demonstrate what actions can result in their exclusion from participating in the healthcare field and what the consequences look like. This presentation will also provide key concepts for effective management and leadership across all settings among emerging and tenured nursing leaders to understand what actions constitute fraud and abuse to deter behavior that could result in a conviction and mandatory exclusion from participating in the Federal health programs.

    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.
      1:05 - 1:25pm
      Break

      1:25 - 2:25pm

      Moderator:
      Kim Cleveland

      Nursing CE, CLE: 1.00

      Session 3. 2023-2024 U.S. Supreme Court Term in Review

      • Chad Eggspuehler, JD; Tucker Ellis, LLP; Cleveland, Ohio

      Description:

      The 2023-2024 U.S. Supreme Court term brought substantial changes to legal proceedings involving the “administrative state” and clarified a number of issues spanning the federal government’s separation of powers. In Loper Bright Enterprises, a 6-3 majority overturned Chevron (1984) and its namesake “Chevron deference,” ushering in a new paradigm for reviewing agency interpretations of statutory language and reasserting the courts’ primary role as interpreters of law. In FDA v. Alliance for Hippocratic Medicine, the Court limited access to federal courts by clarifying “standing” requirements, unanimously ruling that pro-life medical associations and individual doctors lacked standing to challenge FDA regulations mifepristone, a drug used in medication abortions. Chad Eggspuehler, an appellate attorney from Tucker Ellis, addresses these developments and more, including an overview of the term’s headline decisions.

      Learner Objectives:

      1. Identify and summarize recent U.S. Supreme Court precedents relevant to the field, enabling them to develop a comprehensive understanding of the current legal landscape. 
      2. Gain the skills necessary to formulate compliant policies, diagnose legal issues within their organizations, and recognize when it is appropriate to seek guidance from legal counsel, ultimately enhancing their ability to navigate complex legal matters in the field.

        2:30 - 3:30pm

        Moderator:
        Kim Cleveland

        Nursing CE, CLE: 1.00
        (Ethics Texas, Missouri)

        Session 4. Psychotropic Drugs in the Nursing Home Setting
        • Toni Jamisin Victoria Fife, DNP, MSN, RN, PMHNP-BC, FNP-BC; PsychoGeriatric Services, LLC; Winchester, Virginia
        • Kimberly Ann Cleveland, PhD, JD, RN, C-MBC, C-MPC; Kent State University College of Nursing; Canal Fulton, Ohio

        Description:

        Antipsychotic medications, or "chemical restraints," present policy challenges in US nursing homes, leading to serious medical complications for elderly dementia patients. Despite guidelines recommending non-pharmacological interventions as the primary approach, many facilities lack standardized protocols, resulting in excessive off-label antipsychotic use. Federal regulatory agencies have implemented laws to protect nursing home residents, issuing the first boxed warning in 2005. Similarly, the Center for Medicare & Medicaid Services launched the National Partnership to Improve Dementia Care in Nursing Homes. Despite these efforts, adherence to guidelines remains low. Current initiatives emphasize interdisciplinary collaboration, particularly focusing on educating nurses about non-pharmacologic interventions. This session will also explore the ethical considerations surrounding the use of antipsychotic medications in nursing homes, including patient autonomy, informed consent, and the balance between beneficence and non-maleficence.

        Learner Objectives:

        1. Identify the legislative authority to decrease the use of antipsychotic drug reduction and discuss the ethical implications of these guidelines on patient care and decision-making. 
        2. Discuss key strategies to reduce antipsychotic drug use while considering the ethical challenges and potential conflicts between patient autonomy, beneficence, and non-maleficence. 
        3. Differentiate the standard of care in antipsychotic drug reduction for patients with specified diagnoses and those with dementia, and examine the ethical considerations associated with each patient population, including informed consent, quality of life, and the balance between risk and benefit.
        3:30 - 3:50pm
        Break

        3:50 - 4:50pm

        Moderator:
        Marc Meyer

        Nursing CE, CLE: 1.00

        Session 5. Is There A Doctor In the House? Taking on California’s Title Restriction Law

        • Donna Matias, Esq; Pacific Legal Foundation; Sacramento, California
        • Presentation

        Description:

        This presentation will discuss our First Amendment challenge to a law that prohibits DNPs and other doctorates from using the prefix “Dr.” or the title “Doctor” even while disclosing their full credentials.

        Learner Objectives:

        1. Learn about title restriction laws and how they might impact healthcare practitioner clients.
        2. Inform participants about the status of a current challenge to title restriction laws.
        3. Understand how public interest law can be used as a tool for change to protect a client’s constitutional rights.
          4:55 - 6pm
          Annual Business Meeting

          Posters

          TAANAs pre-recorded poster session is approved for 1.00 Nursing CE

          Poster 1. The Impact of Firearm Policy and Law on Black Maternal Safety

          • Trinity Maria Rudolph, SN; Kent State University; Twinsburg, Ohio
          • Kimberly Cleveland, PhD, JD, MSN, RN, C-MBC, C-MPC; Kent State University; Kent, Ohio
          • Anthony Vander Horst, Ph.D; Kent State University; Kent, Ohio
          The Black Maternal Health Momnibus Act (2023) focuses multiple governmental agencies on efforts to improve maternal health. The act focuses on racial and ethnic minority groups, veterans, and other vulnerable populations. While many consider the physiologic issues associated with the health of Black mothers, few have considered the relationship between gun violence, homicide legislation and program planning. This poster will discuss the findings of a literature review aimed at explaining how firearm policy and intimate partner combined are exacerbating the Black maternal death rates in the United States. The literature review was done in two parts. Legislative research was done using Congress.gov. The Black Maternal Health Momnibus Acts of 2021 and 2023 were identified as legislation that impacts Black maternal death. U.S Code Title 18 section 922 was used as guidance for the policy regarding firearm policies. The Code provides that an individual convicted of a misdemeanor of domestic violence or subject to a protection order cannot own or handle firearms. Next, a CINAHL search was conducted spanning 2018 through 2024.  The keyword search included a mix of the phrases and words like maternal mortality, firearms, Black women, safety, domestic violence, pregnancy, firearms, and homicide. The keyword search gave 50 articles, and 18 of those articles were relevant to the research question. The findings reveal a gap that impacts Black maternal health and safety. The implications of these findings include a proposal of revisions to existing policy at the federal and state levels. The implications for nursing education include providing education to nursing students regarding assessment of safety for mothers and the importance of raising the voice of nursing in this policy. Nurses and nurse-attorneys can assist in advancing comprehensive legislation that includes firearm safety provisions in legislation aimed at advancing Black maternal health. 

          Learner Objectives:

          1. Identify laws that impact safety considerations for Black moms. 
          2. Differentiate between state regulations and laws that impact Black maternal safety as it relates to gun violence.



          click to enlarge


          Extending safe harbor peer review beyond Texas & New Mexico

          • Kathleen Kearney, JD, MSN, RN, CNE; Texas Tech Univ HSC School of Nursing; Dallas, Texas
          • Melinda Mitchell Jones, MSN, JD, RN; Texas Tech Univ HSC School of Nursing; Lubbock, Texas
          Safe harbor is a type of peer review unique to Texas and New Mexico. Safe harbor peer review is initiated by a nurse prior to accepting an assignment or fulfilling a provider's order when the nurse believes such an assignment or order may put at least one patient's safety at risk. Properly invoking safe harbor in good faith protects a nurse from disciplinary action by the state board of nursing as well as retaliatory action by the employer. If the goal of all peer review is to improve patient safety and ensure quality, then safe harbor peer review should be available to all nurses across the country.

          Learner Objectives:

          1. Identify the regulatory process and procedural requirements to invoke safe harbor peer review.
          2. Describe the benefits of safe harbor peer review for nurses and agencies.
          3. Discuss the difference between a request for peer review of unsafe assignments and medical reasonableness.
          4. Evaluate the expected outcomes and limitations of safe harbor peer review.


          Unmasking the Danger: Ensuring OR Safety from Surgical Smoke Exposure

          • Kimberly Wylie Tuemler, JD, BSN, RN, CNOR, RYT200; Wylie Tuemler, Attorney Nurse Consulting; Charleston, South Carolina
          Operating Room (OR) nurses ensure patient safety. However, one of the often-overlooked hazards in the OR is surgical smoke. About 90% of surgical procedures produce surgical smoke through energy-based equipment like electrocautery and lasers, releasing a noxious smoke containing 150 chemicals, including 16 priority pollutants designated by the Environmental Protection Agency (EPA). This harmful mix can include aromatic hydrocarbons, viruses, cancer cells, and bacteria, posing significant risks to patients and healthcare staff. Despite the recognized dangers of surgical smoke inhalation, the personal protective equipment (PPE) worn by OR staff, such as surgical masks and N95 respirators, does not effectively filter out the nanoparticles in surgical smoke. Several government bodies have acknowledged the health risks associated with surgical smoke and recommend evacuation, and there are various methods available for evacuating surgical smoke. However, no national regulations mandate its removal, prompting nurses to advocate for state-level legislation to protect everyone in the OR. Currently, only 18 states have enacted laws requiring surgical smoke evacuation, highlighting the urgent need for broader legislative action. The health implications of inhaling surgical smoke raise critical concerns, including the potential for future litigation for those affected by this occupational hazard. As healthcare professionals, nurses are responsible for advocating for patient and staff safety. Supporting the implementation of comprehensive surgical smoke evacuation laws is crucial to ensure the well-being of everyone in the OR. This presentation will define surgical smoke and its health hazards, emphasize the need for further surgical smoke evacuation legislation, and consider the potential for future litigation.

          Learner Objectives:

          1. Define surgical smoke and its health hazards. 
          2. Explore the need for surgical smoke evacuation legislation.
          3. Consideration of future surgical smoke litigation.


          Advancing Ethical and Legal Standards in Nursing Curricula: Mitigating Incivility through the Incivility and Relationship Dynamics Model

          • Dawn L Morris, PhD, MSN, RN, JD; Tulane University; Dallas, Texas
          Professionalism is a fundamental aspect of nursing education, with accredited programs required to incorporate ethical principles and standards into curricula. The widespread issue of incivility in nursing academia and practice necessitates the development of effective educational interventions. Behaviors like bullying and passive-aggressiveness undermine professionalism and pose significant legal risks under Title VII of the Civil Rights Act of 1964. To combat these challenges, nursing curricula must emphasize the disciplinary and legal consequences of incivility while fostering a professional identity rooted in ethical behavior, respect, and adherence to legal standards. Professional organizations have long sought to improve nursing work environments. The American Association of Critical-Care Nurses (AACN) established six Healthy Work Environment (HWE) Standards—skilled communication, true collaboration, effective decision-making, appropriate staffing, meaningful recognition, and authentic leadership—to enhance nurse retention, team effectiveness, patient safety, and reduce burnout. These standards emphasize the human factor in healthcare quality. Similarly, the American Association of Colleges of Nursing (AACN) Essentials outline necessary curriculum content for nursing programs. Domain 9 of the Essentials focuses on developing a sustainable professional identity characterized by accountability, integrity, inclusivity, and collaboration. This identity is shaped through continuous engagement, reflection, and experience, ensuring that nurses uphold the profession's core values throughout their careers. The Incivility and Relationship Dynamics Model (IRDM), developed by the author, highlights relational dynamics contributing to nursing incivility in academia and practice. Nurse educators can use the IRDM to develop comprehensive curricula that include interventions, such as civility training, self-awareness exercises, and mock licensure disciplinary hearings, in pre-licensure programs. This model fosters essential communication skills, personal accountability, and respectful relationships among nursing students. By focusing on these relational dynamics, the IRDM supports the creation of evidence-based interventions that enhance professional conduct, reduce workplace bullying, and ultimately lead to better outcomes for both nurses and patients.

          Learner Objectives:

          1. Analyze the role of the Incivility and Relationship Dynamics Model (IRDM) in addressing the relational dynamics that contribute to incivility in nursing education and practice. 
          2. Understand the implications of the AACN Healthy Work Environment Standards on nurse retention, team effectiveness, and patient safety, with particular attention to how these standards address incivility. 
          3. Analyze the process of professional identity formation as outlined in Domain 9 of the AACN Essentials, emphasizing the role of emotional intelligence, integrity, and collaboration in mitigating incivility.

          Presenters

          alphabetical by last name

          Lorraine Bock, DNP, ENP-C, FNP-C, PHRN, CEN, FAANP; National Nurse Practitioner Entrepreneur Network; Torrington, Connecticut
          Lorraine is board certified as both a family and emergency nurse practitioner. She was awarded her Masters in Primary Care as a Nurse Practitioner from the University of Pennsylvania School of Nursing and earned her Doctorate of Nursing Practice from Robert Morris University. She owned and operated a primary care practice for over 15 years and was a partner in an integrated health center that offered accupuncture, massage therapy, homeopathy, and Reiki in addition to family primary care. Dr. Bock most recently served as the president of the Pennsylvania Coalition of Nurse Practitioners and is working with stakeholders across the Commonwealth to enact legislation to remove barriers to care for Pennsylvania residents and recognize the breadth of skills nurse practitioners have to offer by granting NP’s full practice authority. She has experience in primary care, substance abuse, emergency medicine and as a tactical medical provider for law enforcement.

          Nancy W. Brown, Esq; Office of Counsel to the Inspector General; U.S. Department of Health and Human Services; Washington, DC
          Nancy W. Brown is a native of Philadelphia, Pennsylvania. She is a graduate of the University of Virginia where she earned a B.A. in Sociology. She is also a proud alum of the Howard University School of Law (HUSL) where she earned her J.D. After finishing HUSL, she became a member of the New York Bar and worked in private practice before becoming an Assistant General Counsel at the New York City Department of Consumer Affairs. She civilly prosecuted financial fraud cases and specialized in consumer protection and consumer fraud. Ms. Brown relocated to Washington, D.C. to work for the Federal Trade Commission (FTC) where she continued her efforts to combat fraud. Ms. Brown left the FTC to work as Senior Counsel for the Office of the Inspector General (OIG) for the Department of Health and Human Services where she has been practicing health care law since 2006. Ms. Brown’s health care portfolio includes provider Self-Disclosures, False Claims Act cases, Civil Monetary Penalty cases, exclusion matters, and she also negotiates and monitors Corporate Integrity Agreements with health care providers around the country. Ms. Brown has been a speaker at numerous health care law symposiums and conferences including AHLA, NAMFCU, NAMPI and HCCA. Ms. Brown has also been a member of the Adjunct Faculty at the David A. Clarke School of Law at the University of the District of Columbia for nearly 10 years as well as an adjunct professor at the Maurice A. Deane School of Law at Hofstra University.

          Kimberly Cleveland, PhD, JD, MSN, RN, C-MBC, C-MPC; Kent State University; Kent, Ohio
          Dr. Cleveland is a nurse attorney admitted to practice in the State of Ohio and The United States Supreme Court. She teaches healthy policy, law, and economics at Kent State University. Dr. Cleveland holds many leadership positions in nursing organizations, including Board Chair Emeritus of The Nurses on Boards Coalition and President of The American Association of Nurse Attorneys.  She has been Co-Investigator and Primary Investigator for funded research on nursing student anxiety during COVID and the value of nurses on boards. Her research focuses on building nurse leaders. Cleveland is the Co-Coordinator of the Kent State Interdisciplinary Policy Panel experience.

          Jonathan L. Culpepper, Esq; Office of Counsel to the Inspector General; U.S. Department of Health and Human Services; Washington, DC
          Jonathan L. Culpepper is an attorney with the United States Department of Health and Human Services, Office of Inspector General (OIG) where he represents the agency in affirmative program exclusions and civil monetary penalties against health care providers. Mr. Culpepper also monitors Corporate Integrity Agreements. Prior to working for the OIG, Mr. Culpepper worked at health care regulatory firm called Liles Parker, PLLC. He received his B.A., magna cum laude, from Howard University, and his J.D. from Northeastern University School of Law. At Northeastern, Mr. Culpepper concentrated in Health Law and Policy. He is a member of the Massachusetts and District of Columbia Bar.

          Chad Eggspuehler, JD; Tucker Ellis, LLP; Cleveland, Ohio
          Chad Eggspuehler is an appellate and complex litigation strategist with experience in federal and state courts across the United States. Chad specializes in crafting succinct and thoughtful solutions to complex legal issues at all stages of litigation, ranging from jurisdictional and discovery motions to appellate briefing and oral arguments. Applying experience gained as a law clerk to federal judges on the U.S. Court of Appeals for the Sixth Circuit and the U.S. District Court for the District of New Jersey, Chad has devised winning strategies for a variety of clients, ranging from product-liability multidistrict litigation to copyright and trade secret cases and LGBT civil rights issues. He has penned merits briefs in state and federal courts across the country, including the U.S. Courts of Appeals for the Fourth, Fifth, Sixth, and Eighth Circuits, and amicus briefs in the Supreme Court of the United States and the Supreme Court of Ohio. Every case is a puzzle; Chad thrives at arranging the pieces and fitting them together.

          Jennifer Flynn, CPHRM; Aon/Nurses Service Organization (NSO); Fort Washington, Pennsylvania
          Jennifer Flynn, CPHRM, is Vice President of Risk Management for Nurses Service Organization in the Healthcare Division of Aon’s Affinity Insurance Services, Inc. Specializing in risk management and having worked in the healthcare insurance business for over 23 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.

          Toni Jamisin Victoria Fife, DNP, MSN, RN, PMHNP-BC, FNP-BC; PsychoGeriatric Services, LLC; Winchester, Virginia
          Dr. Fife has over 30 years of experience in providing direct care within medical and mental health fields. She is an alumna of Kent State University, California State University, Herzing University, and Liberty University. Dr. Fife holds a Doctorate of Nursing Practice and a Master’s degree in Nursing Leadership & Management. She is dually Board-Certified as a Family Nurse Practitioner and Psychiatric Mental Health Nurse Practitioner. Her professional background involves teaching Psychiatric Mental Health Nursing at Shenandoah University and providing regional supervision and clinical education to nurse practitioners managing psychiatric care. Dr. Fife is the owner of Fife Integrative Health & Wellness providing psychiatric telehealth across the lifespan. She is actively involved in direct care practices, including emergency medicine at Winchester Medical Center, and provides consultative, inpatient, and outpatient psychiatric care. As a dual health provider and educator, she promotes health through evidence-based practices while managing medical and psychiatric conditions.

          Patricia Harmon, RN, MM, CPHRM; CNA Risk Control Consulting Director; Bristol, Rhode Island
          Patricia Harmon serves as a Risk Control Consulting Director for CNA’s Allied Health Facilities and large physician group practices providing analysis and evaluation of patient safety risk exposures and offering risk mitigation strategies for our insured clients. Patricia is a national speaker at professional industry associations and has co-authored several risk control publications including claim studies and white papers. Patricia serves as a publisher on the editorial board for CNA healthcare publications and authors quarterly risk control newsletters for insured physician groups. Prior to joining CNA, Patricia worked for a large academic health system in various roles providing clinical risk management, risk control, and claims management services for the system’s captive insurance company. Her clinical background includes medical-surgical acute care, dialysis, obstetrics, physician office practice, and pediatric nursing. Patricia holds a Bachelor of Science degree in Nursing from the University of Rhode Island and a Master’s degree in Healthcare Management from Cambridge College in Boston, Massachusetts. She also maintains the designation of Certified Professional in Healthcare Risk Management from the American Hospital Association and is actively involved in the national chapter of the American Society for Healthcare Risk Management (ASHRM). Patricia has completed the TeamSTEPPS® Master Training Course sponsored by the Agency for Healthcare Research and Quality aimed at improving communication and teamwork to improve patient safety and reduce hospital professional liability exposures.

          Felicia Heimer, Esq; Office of Counsel to the Inspector General; U.S. Department of Health and Human Services; Washington, DC
          Felicia Heimer is a senior attorney with the United States Department of Health and Human Services, Office of Inspector General (OIG) where she represents the agency on a wide range of healthcare fraud and compliance matters including the settlement of cases arising under the civil False Claims Act, the resolution of matters under the Self-Disclosure Protocol, and the negotiation and monitoring of Corporate Integrity Agreements. Prior to entering government service, Ms. Heimer worked for a global litigation advisory firm assisting health systems, pharmaceutical manufacturers and their boards of directors in responding to government investigations and conducting internal compliance reviews. Ms. Heimer began her legal career at an academic medical center and research institute in Southern California. Ms. Heimer is a frequent speaker on healthcare fraud and compliance issues, and also serves as an Adjunct Professor of Law at Seton Hall University and Loyola University Chicago where she teaches courses on health care fraud and abuse laws, and healthcare payment and policy matters. She received her B.A, magna cum laude, from Loyola University Chicago, her M.P.H. from University of California, Los Angeles, and her J.D. from Whittier College. She is a member of the California Bar.

          Melinda Mitchell Jones, MSN, JD, RN; Texas Tech Univ HSC School of Nursing; Lubbock, Texas
          Melinda Mitchell Jones is a Professor in the RN to BSN Program at Texas Tech University Health Science Center where she has taught nursing jurisprudence and ethics for over 20 years. In addition to serving as a Program Director, Associate Dean, and Department Chair, Professor Jones has helped secure millions of dollars in grants for the university. Her career as a servant leader began in the burn unit at Parkland Hospital in Dallas in 1976.

          Kathleen Kearney, JD, MSN, RN, CNE; Texas Tech Univ HSC School of Nursing; Dallas, Texas
          Kathleen Kearney is an Associate Professor in the RN to BSN Program at Texas Tech University Health Science Center where she has taught nursing jurisprudence since 2009. In private practice, Kathleen has represented people injured anywhere in Texas since 2006. Kathleen has been a member of TAANA for over 20 years.

          Michael Maschke, CEH, CISSP, EnCE, CCE, CCO, MCP/MCSE; CEO, Sensei Enterprises’s; Fairfax, Virginia
          Michael Maschke is the Chief Executive Officer at Sensei Enterprises, Inc. Mr. Maschke is an EnCase Certified Examiner (EnCE), a Certified Computer Examiner (CCE #744), an AccessData Certified Examiner (ACE), a Certified Ethical Hacker (CEH), and a Certified Information Systems Security Professional (CISSP). He is a frequent speaker on IT, cybersecurity, and digital forensics and has co-authored 14 books published by the American Bar Association.

          Donna Matias, Esq; Pacific Legal Foundation; Sacramento, California
          Donna is an attorney at the Pacific Legal Foundation, where she represents clients pro bono in challenging federal, state, and local laws and regulations that impede individuals’ constitutional rights. A graduate of the University of Chicago Law School, she has decades of experience in private practice, public interest law, and teaching law school.

          Dawn L Morris, PhD, MSN, RN, JD; Tulane University; Dallas, Texas
          Dawn Morris, PhD, MSN, RN, JD, is a Tulane University Program of Nursing faculty member. She started her career with a Diploma in Nursing. She later earned her Bachelor of Science in Nursing from Loyola University in New Orleans and a Master of Science in Nursing, Health Care Systems Management, from the same university. She subsequently earned her terminal nursing degree, a PhD in Nursing, from Southern University in Baton Rouge, La.  In addition, Dr. Morris holds a Juris Doctorate degree from the Louisiana State University Paul M. Hebert Law Center. Dr. Morris is a nurse-educator and an attorney. Her clinical specialties are pediatrics, PICU, NICU, and home hospice.  She has taught clinical and didactic courses in both two-year and four-year pre-licensure nursing programs in Louisiana in pediatrics, maternal health, and law and ethics. She is a speaker and peer-reviewed author of topics related to nurse education and the link between nursing professionalism and legal and ethical principles. Dr. Morris also worked for twenty years as an insurance defense attorney in Louisiana, with workers’ compensation, litigation, and appellate experience.  

          Trinity Maria Rudolph, SN; Kent State University; Twinsburg, Ohio
          Trinity Rudolph is a third-year nursing student at Kent State University where she is pursuing a BSN.  Ms. Rudolph is pursuing a Spanish minor.  She recently completed a one-month study abroad trip to Salamanca, Spain. She has also presented at the Kent State University Interdisciplinary Public Policy Panel where she provided policy analysis on the policy concerns impacting Black mothers.

          Jackie L. Russell, RN, JD, LLM; Minnesota Nurses Association; St. Paul, Minnesota
          Jackie is currently the General Counsel of the Minnesota Nurses Association (MNA). She represents the MNA in arbitrations, unit determinations, employment-related administrative hearings, unfair labor practice filings, and court proceedings. She provides written and verbal legal advice to Association staff and member groups on a variety of issues including, but not limited to, labor law, nursing practice and regulatory affairs, employment law, public- and private-sector collective bargaining and labor relations, and other areas of the law relevant to MNA’s union activities. In her role as general, Jackie develops and maintains effective working relationships with counsel from affiliated organizations and outside legal consultants. In coordination with MNA’s Education department, she prepares and presents educational programs regarding aspects of nursing practice, collective bargaining, labor law, and employment law for staff and members as requested, among other duties. Prior to becoming MNA General Counsel, Jackie was the MNA Nursing Practice and Regulatory Affairs Specialist. Her work in that position included a special focus on professional nursing practice issues, health policy development, and analysis of health care regulations for their potential impact on nursing and health care. She represented the MNA at designated meetings of relevant state and federal agencies, boards, and commissions and acted as a resource to nurse- members and staff on nursing, regulatory, and health policy matters.

          Teressa Marie Sanzio, RN, MPA, JD; Law Office of Teressa M. Sanzio; Phoenix, Arizona
          Teressa has devoted her practice to administrative and regulatory law, representing licensed health care professionals for over two decades.  Teressa is the past President of TAANA and served on the TAANA Board of Directors for approximately 10 years.  She is the proud recipient of TAANA's Cynthia Northrop Distinguished Service Award (2015), and also the recipient of TAANA's Outstanding Advocate Award (2016) and Outstanding Education Award (2007).  Teressa is admitted to practice in all Arizona Courts and in the United States Supreme Court.  

          Jeffrey T. Stewart, JD; Challenge Mfg. Company LLC; Detroit, Michigan
          I am a lifelong Michigan resident born and raised in the Detroit area. I graduated from the U of D Jesuit High School in 1967; completed my undergraduate studies at Michigan State University and graduated from the Wayne State University Law School in 1974 cum laude. I have been a general trial practitioner all of my career handling cases in a broad variety of areas, including medical malpractice, legal malpractice, product liability, general personal injury, worker’s compensation, probate litigation a wide spectrum of business litigation. federal and state constitutional law matters involving private versus public sector entities, school law, civil rights litigation, partnership and corporate dissolutions and disputes, and truck accident litigation. I handle cases both at the trial court level and on appeal. Between September 2020 and February 2023 I was with Johnson Law in Detroit and since then as general counsel for Challenge Mfg. Company LLC where I handle and oversee the companies litigation. I served on the School Board for the West Bloomfield School District for 24 years, holding the offices of President, Vice-President, Treasurer and Secretary. I am a member of the Board of Regents for the Orchard Lake Schools. I also serve as a hearing panelist for the Michigan Attorney Discipline Board and in that capacity have authored numerous opinions on individual discipline cases. I was a former member of the Executive Board of the Michigan Association for Justice. I am admitted to the State Bars of Michigan and Ohio, the United States Supreme Court, the Court of Appeals for the Sixth Circuit, United States District Court for the Eastern District of Michigan and the Northern District of Ohio. I have also been specially admitted in Ohio, Missouri and Texas.

          Kimberly Wylie Tuemler, JD, BSN, RN, CNOR, RYT200; Wylie Tuemler, Attorney Nurse Consulting; Charleston, South Carolina
          Kimberly Wylie Tuemler obtained her law degree from the University of South Carolina in 1993, beginning her career as a criminal trial attorney and a United States Marine Corps Officer. After gaining over a decade of legal experience at federal, state, and international levels, she paused her full-time career to concentrate on her family and manage her fitness business. In 2019, Kim earned a Bachelor of Science in Nursing Summa Cum Laude from the Medical University of South Carolina and embarked on a new path as an operating room nurse at a level 1 trauma center, valuing the precision, teamwork, and satisfaction of the role. In October 2023, her awareness of the hazards of surgical smoke in the OR rekindled her interest in law, recognizing the preventability of these risks. Currently, Kim works on a PRN basis at a local hospital, champions surgical smoke evacuation, and provides consultancy to attorneys on medical matters in civil and criminal cases.


          Anthony Vander Horst, PhD; Kent State University; Kent, Ohio
          Dr. Anthony Vander Horst is a trained statistician, research methodologist, and professor of statistics and criminology at Kent State University.  While recognized as an outstanding teacher in the classroom, Vander Horst’s work also includes consulting with the sociology Survey Research Lab (SRL) and with exemplary colleagues as a statistical expert in psychometrics, survey construction and design, as well as a unique skill in raking weight survey data. Vander Horst projects include many state, local, and county health surveys and viral outbreaks. Vander Horst is the Co-Coordinator of the Kent State Interdisciplinary Policy Panel experience.


          Time

          Eastern Time Zone

          Saturday, Oct 19

          10:55am
          Welcome & Announcements

          11 - 12pm

          Moderator:
          Diane Knoblauch

          Nursing CE, CLE: 1.00

          Session 6. Getting the Jump in Civil Litigation and Use of the Corporate Representative Deposition

          • Jeffrey T. Stewart, JD; Challenge Mfg. Company LLC; Detroit, Michigan

          Learner Objectives:

            1. Understand the Importance of moving swiftly at the beginning of the case - whether Plaintiff or Defendant. 
            2. Learn the techniques for immediate filing of initial disclosures in states that require that before other discovery. 
            3. Learn the techniques for use of requests for documents and notice of corporate representative 30(b)(6) deposition. 
            4. Learn about the complications of ESI. 
            5. Learn the mechanics of 30(b)(6) depositions and the immediate advantage to using them, along with guidance on proper use.

                12:05 - 1:05pm

                This session is not approved for On-Demand Nursing CE/CLE

                Nursing CE, CLE: 1.00
                (Ethics Missouri, Pennsylvania)

                Session 7. Navigating the Ethical Landscape: TAANA's Governance and Future Development

                • Kimberly Cleveland, PhD, JD, MSN, RN, C-MBC, C-MPC; Kent State University; Kent, Ohio
                • Jackie L. Russell, RN, JD, LLM; Minnesota Nurses Association; St. Paul, Minnesota

                Learner Objectives:

                1. Explore the ethical implications and responsibilities of active involvement in professional organizational development, specifically within the context of TAANA.
                2. Discuss the role of duty of loyalty in the governance of non-profit organizations, with a focus on the health care and legal industries.
                3. Develop an agenda for the 2025-26 year that aligns with TAANA's mission and promotes ethical practices within the health law and policy domain.
                4. Analyze the potential consequences of organizational decisions on the health care and legal communities, and determine strategies to mitigate any negative impacts.
                5. Assess the current governance structure of TAANA and identify areas for improvement to enhance the organization's ability to provide resources, education, and leadership in the field of health law and policy.

                Outline:

                • Introduction, 10 minutes
                • Breakout groups, 40 minutes including:
                  • Education, New Graduate & Student Section
                  • Health Law and Compliance Section
                  • Solo Practice Section
                  • Committee for Diversity, Equity & Inclusion
                  • Membership Committee
                  • Communications Committee
                • Wrap up, 10 minutes – each committee chair will give a brief summary of the goals for the coming year
                  1:05 - 1:25pm
                  Break

                  1:25 - 2:25pm

                  Moderator:
                  Jackie Russell

                  Nursing CE, CLE: 1.00

                  Session 8. Reimbursement of Attorney Fees in Administrative Proceedings

                  • Teressa Marie Sanzio, RN, MPA, JD; Law Office of Teressa M. Sanzio; Phoenix, Arizona

                  Description:

                  In litigating administrative proceedings, the attorney should start the process with the end in mind---anticipating making a request for attorney fees and costs. The Federal Equal Access to Justice Act will be examined and practice tips and practical considerations will be discussed to assist counsel in requesting reimbursement for fees.

                  Learner Objectives:

                  1. Define and explain the substantial justification standard under the Federal Equal Access to Justice Act. 
                  2. Describe "bad faith" and its application to an award of attorney fees. 
                  3. Identify at least three practice tips and three practical considerations when requesting reimbursement of attorney fees. 

                    2:30 - 3:30pm

                    Moderator:
                    Jackie Russell

                    Nursing CE, CLE: 1.00

                    Session 9. Cybersecurity for Attorneys: Practical and Budget-Friendly Strategies

                    Description:

                    This presentation will teache lawyers that there are affordable cybersecurity measures that should be considered to protect confidential data – even law firms on a budget. There are affordable solutions for all sized firms, including solo and small firms. Assessing your cybersecurity is extremely important in the current hybrid work environment where vulnerabilities are far greater, and hackers are focused on exploiting them – especially with remote workers. While the process may seem overwhelming, with a little education, you will learn how to strengthen your firm’s security posture further without breaking the bank. This CLE will cover practical and budget-friendly cybersecurity tips and solutions, steps you can take to protect medical records, with real-world recommendations you can implement.

                    Learner Objectives:

                    1. Understand the ethical requirements for cybersecurity measures in the legal profession, including the protection of client confidentiality, data integrity, and secure storage and transmission of sensitive information. 
                    2. Identify reasonable cybersecurity measures for law firms, such as strong firewalls, encryption, staff training, and regular software and system updates. 
                    3. Explore the selection process for a suitable firewall to protect data, considering factors such as compatibility, features, and budget. Investigate the latest trends in law firm cybersecurity measures, including multi-factor authentication, cloud-based security solutions, and increased focus on employee training. 
                    4. Evaluate the top 5 affordable cybersecurity measures for solo and small law firms, including costs and benefits, to make informed decisions on implementing these measures.
                      3:30 - 3:50pm
                      Break

                      3:50 - 4:50pm

                      Nursing CE, CLE: 1.00

                      Session 10. National Nurse Practitioner Entrepreneur Network

                      • Lorraine Bock, DNP, ENP-C, FNP-C, PHRN, CEN, FAANP; National Nurse Practitioner Entrepreneur Network; Torrington, Connecticut

                      Description:

                      It is every APRNs fiscal responsibility to understand the revenue stream within a practice whether employed or owner of a practice. APRN education focuses on the clinical aspects of training and little on the business side of generating revenue for a practice by correct coding and documentation for APRN services. Evaluation and management (E&M) documentation guidelines provide criteria for medical decision-making vs time to secure a billable for the APRN service. Without a thorough understanding in utilization of E&M guidelines, documentation to support CPT and ICD-10 coding levels, practice revenue stream can be affected. When a service is under coded, revenue is lost. When a service is overcoded, overvaluing increases potential liability. Learn how to reduce the likelihood of untoward outcomes or unintended consequences of not knowing how billing is occurring.

                      Learner Objectives:

                      1. Learn what lack of documentation, coding and billing can do to a revenue stream. 
                      2. Identify areas where NPs place themselves at risk. 
                      3. Develop strategies to mitigate risk.
                      4:50 - 5pm
                      Conference Closing

                      Poster details coming soon

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