The Online Conference for Process Servers

March 26th & 27th

The conference is over, but recordings are now available!

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Buy the entire series, or rent individual episodes from the conference.

If you attended the event, but you haven't received an email with your access code, please contact us or call (800) 280-4400.

Thank you to all the attendees, presenters and sponsors!
You made the first ServeCon valuable, fun and a huge success!

Speakers

Joann Needleman

Joann Needleman

NARCA President
Maurice & Needleman

Steve Glenn

Steve Glenn

PSACO President
NAPPS 1st Vice President

Jared D. Correia, Esq.

Jared D. Correia, Esq.

Assistant Director, Senior Law Practice Advisor
Massachusetts Law Office Management Assistance Program

Jeff Karotkin

Jeff Karotkin

VP of Strategy
One Legal, LLC

Adam Camras

Adam Camras

ServeNow CEO
Marketing Expert

Rick Keeney

Rick Keeney

CEO
Professional Civil Process

Michael Kern

Michael Kern

CALSPro Past President
Kern Legal Services

Laura J. Hazen

Laura J. Hazen

Attorney
H&K Law LLC

Torri Schaffer

Torri Schaffer

MAAPPS Founder
Torris Legal Services

Amanda Sexton

Amanda Sexton

Marketing Manager
DGR Legal

Randy Mucha

Randy Mucha

Civil Process, Vendor Relations
Firefly Legal, Inc.

Mark Schwartz

Mark Schwartz

Program Manager, Justice Group
One Legal, LLC

David Nill

David Nill

Founder, President and CEO
Rapid Legal, Inc.

Paula Ashcraft

Paula Ashcraft

CEO
Greentree Legal, LLC

Lance Randall

Lance Randall

FAPPS President
NAPPS Secretary

Amanda DuPont

Amanda DuPont

Thomson Reuters Public Records Product Specialist

Robert Scott

Robert Scott

California Licensed P.I.
Founder and CEO
Skip Smasher, Inc.

Mike Dores

Mike Dores

President
Mike Dores Investigations

Neil Caddell

Neil Caddell

Manager–Specialized Risk, Licensed Investigator
TransUnion

Joseph R. Click

Joseph R. Click

Owner
I Serve Papers

Alan Carlson

Alan Carlson

Court Executive Officer
Orange County Superior Court

Snorri Ogata

Snorri Ogata

Chief Information Officer
Superior Court of CA, Los Angeles County

Casey Kennedy

Casey Kennedy

Director of Information Services
Texas Office of Court Administration

Jim McMillan

Jim McMillan

Principle Court Technology Consultant
National Center for State Courts

Trent Carlyle

Trent Carlyle

Chief Technology Officer
ServeNow / ServeManager

Kimberly Faber

Kimberly Faber

Content Manager
ServeNow

Jeremy Church

Jeremy Church

Developer
ServeManager

Sessions

Thursday, March 26

8:30 AM PDT
(11:30 AM EDT)
Trent Carlyle Adam Camras

Opening Session

Adam Camras, Trent Carlyle
9:00 AM PDT
(12:00 PM EDT)
Steve Glenn

Process Server Assault: Your Safety Matters

Steve Glenn

Steve is passionate about this industry and the safety of process servers. The fear of assault is something every process server faces and little has been done in the way of legislation to protect them. However, legislation alone is not the solution. Steve will focus on what you can do to reduce the likelihood of assault while serving, and what you should do if you are a victim.


Steve Glenn

PSACO President
NAPPS 1st Vice President

Steve is the current NAPPS 1st Vice President. He co-founded and has served as the Process Server Association of Colorado President since 2009. He created the PSACO Certification Course, authored the Process Servers Reference Manual and sat on the Colorado Supreme Court Civil Rule sub-committee. Before his career in legal support services, Steve served in the US Navy for 8 years then went on to a 22 year career in sales.

10:00 AM PDT
(1:00 PM EDT)
Jeff Karotkin

Think Like an Entrepreneur, Not a Process Server

Jeff Karotkin

Jeff will explore what it means to be a entrepreneur and whether or not an entrepreneur might be willing to invest in your business today. He will discuss what customers are looking for from a modern process serving agency, and how to stay innovative in our industry.


Jeff Karotkin

VP of Strategy
One Legal, LLC

Jeff has 30 years of experience in the process serving and court filing industry. He previously served as Vice President and General Manager of Personal Attorney Service, Inc. in Van Nuys, California. During his 9-year tenure, Karotkin led the company through its strongest growth period, ultimately positioning it for its sale. As Vice president of Strategic Development, for One Legal LLC he is responsible for providing the vision and strategy that has enabled One Legal to be recognized as one of the most successful electronic filing service providers nationally.

Jeff has served on a wide range of boards and committees within the legal support industry including as past president of NAPPS, the National Association of Professional Process Servers and CALSPro, the California Association of Legal Support Professionals. He has also written numerous articles and has spoken at a variety of conferences and seminars on process serving and electronic court filing throughout California and North America.

10:50 AM PDT
(1:50 PM EDT)

Break

11:30 AM PDT
(2:30 PM EDT)
Alan Carlson David Nill Mark Schwartz Jim McMillan Casey Kennedy Snorri Ogata

Panel: The state of eFiling and eService, and what it means for your business.

Mark Schwartz, David Nill, Alan Carlson,
Snorri Ogata, Casey Kennedy, Jim McMillan

Mark Schwartz, Program Manager for One Legal’s Justice Group and former president of CALSPro, will moderate a panel of “e-Professionals” who will bring you up to speed on the current state of eFiling and eService in the U.S. The discussion will also touch on relevant technology and the benefits that eFiling and eService can provide to you and your customers. How does this disruptive technology affect your business? What can you do to remain relevant in the digital age? Join us at ServeCon 2015 to find out.


Mark Schwartz

Program Manager, Justice Group
One Legal, LLC

As Program Manager for One Legal’s Justice Group, Mark is responsible for the direction, coordination and implementation of new and existing court eFiling and eService projects.

He has over 35 years of experience in the legal support profession and did his first court filing at the age of 13. He is a former president and legislative chairman of the California Association of Legal Support Professionals and is a recipient of its highest honor, The Bert Rosenthal Memorial Award, for furthering and fostering the legal support profession.

Mark is a paralegal and is a subject matter expert on California service of process statutes and case law and California Rules of Court regarding eFiling and eService. He is also one of the developers of the CALSPro Certified Process Server program.

David Nill

Founder, President and CEO
Rapid Legal, Inc.

Three decades later, David still fervently believes; good is never good enough. Guided by his company's mission to propel the legal industry forward through web-based technology, David is determined to transform the legal landscape. Whether he's collecting feedback from customers, tweaking Rapid Legal's portal to streamline the ordering process or driving legislative change for the benefit of courts, law firms, and litigants; one thing's for sure, you'll always find David thinking of ways to harness the power of technology to simplify the lives of legal professionals.

Alan Carlson

Court Executive Officer
Orange County Superior Court

Alan Carlson has over 37 years of experience working in state and local justice systems across the country and internationally. He currently serves as the chief executive officer of the Orange County Superior Court, one of the largest state trials courts in the country. His duties include clerk of court, court administrator, and jury commissioner. He previously served as the CEO in San Francisco Superior Court, the executive officer and jury commissioner in Monterey Superior Court, and the assistant executive officer and jury commissioner in Alameda Superior Court. Other positions held included president of the Justice Management Institute (JMI), director of court services in the California Administrative Office of the Courts, and staff attorney of the National Center for State Courts. Mr. Carlson holds a JD degree from Hastings College of Law and a BS degree from the University of California at Berkeley.

Snorri Ogata

Chief Information Officer
Superior Court of CA, Los Angeles County

Snorri Ogata is the Chief Information Officer for the Los Angeles County Superior Court where he is responsible for the Court’s overall information technology efforts in support of 530 judicial officers, 4,500 employees and 40 locations. He joined the Court as the CIO in January 2014. Most recently Snorri was the CIO for the Orange County (CA) Superior Court and has over 30 years of IT experience in a variety of industries. Snorri is also on the Board of Directors for the Court Information Technology Officer Consortium and chairs the CITOC Education Sub-committee.

Casey Kennedy

Director of Information Services
Texas Office of Court Administration

Casey Kennedy guides a staff that provides direct IT services to the Supreme Court of Texas, Court of Criminal Appeals, the 14 intermediate appellate courts, and 5 judicial branch agencies.

Mr. Kennedy is also the lead OCA staff for the Judicial Committee on Information Technology, or JCIT. The committee is appointed by the Supreme Court and makes recommendations and sets standards for court technology in Texas. He is currently on the executive board of the Court Information Technology Officer Consortium, a national organization of Court IT professionals, and last year placed first in the court technology “geek-off” competition at the national Court Technology Conference. He holds a BA in computer science from The University of Texas at Austin.

Jim McMillan

Principle Court Technology Consultant
National Center for State Courts

Jim McMillan joined the National Center for State Courts in October 1990 and currently serves as a Principle Court Technology Consultant.

Mr. McMillan is senior faculty for the Institute for Court Management, and has provided technical assistance for trial and appellate courts and administrative offices in all 50 states in the USA. Notable consulting projects include the United States Supreme Court, Arkansas, and Massachusetts Supreme Court, and statewide court automation projects with Rhode Island, Maine, New Jersey, and South Carolina.

Internationally, Mr. McMillan has provided expertise to courts in Bosnia & Herzegovina, Bahamas, Croatia, Egypt, Trinidad & Tobago, Serbia, Ukraine, Russia, and the United Nations International Criminal Tribunal.

As Director of the Court Technology Laboratory for eleven years he was the co-recipient of the Howell Heflin Outstanding Project Award from the State Justice Institute and was co-founder of Courtroom 21 with the College of William and Mary School of Law.

He is co-author of A Guidebook for Electronic Court Filing and a contributing author to Caseflow Management: The Heart of Court Management in the New Millennium.

1:00 PM PDT
(4:00 PM EDT)
Randy Mucha

Forwarding: Building, Managing and Being Part of a Vendor Network

Randy Mucha

If you haven't taken the leap into forwarding service of process and establishing a network of servers in your state or even nationwide, it's certainly something you've considered. Randy will be speaking about managing a network of process server companies and individuals across the country and what his company Firefly Legal faces in keeping mutually beneficial business relationships thriving. Sourcing and negotiating new vendors, monitoring and giving feedback, and ending relationships will be discussed.

Some process serving firms have vendor requirements imposed by their clients. What does this mean for your network of servers? What does this mean for your as an individual or smaller firms that receives forwarding work?

No matter where you sit in the job flow, you're sure to benefit from Randy's discussion at ServeCon 2015.


Randy Mucha

Civil Process, Vendor Relations
Firefly Legal, Inc.

Randy is the Manager of Client Services and Civil Process and Vendor Relations at Firefly Legal. He was a police officer (Detective Sergeant and Internal Affairs Investigator) for 20 years prior to going into the process serving profession full-time in 2007. Over the next five years, he served over 10,000 papers with only three motions to quash - he won all three.

Three years ago Randy joined Firefly Corporate Headquarters and has managed their in-house process servers as well as our extensive network of vendors. They have used over 2,000 vendors in that time and have a regular network of about 600 that are used consistently across the country.

Randy has also recently taken on a leadership role in Firefly's Client Services Department. Despite how busy he is at headquarters, Randy still loves to go out and take on an occasional service.

2:00 PM PDT
(5:00 PM EDT)
Joseph R. Click Amanda Sexton Kimberly Faber

Panel: Content and Blogging Strategy

Kimberly Faber, Amanda Sexton, Joseph R. Click

Join us as various industry-leading bloggers discuss the importance of content marketing and blogging in process serving, as well as the latest developments and trends. Learn about strategy tips, how to come up with ideas, outsourcing vs. in-house creation, and the importance of distribution. Whether you are a small firm wondering if blogging is right for you or an industry veteran reassessing strategy, this is the panel for you. The discussion will also evaluate how audience, keyword, and SEO targets influence strategy and the importance of distribution.


Kimberly Faber

Content Manager
ServeNow

Amanda Sexton

Marketing Manager
DGR Legal

Joseph R. Click

Owner
I Serve Papers

Joseph R. Click is a registered process server and owner of I Serve Papers. He has been serving papers throughout Southern California for clients nationwide since 2002. With a focus on transparency, integrity and results, he thrives on helping clients with difficult jobs serving evasive defendants. His articles exploring all things process serving can be found at http://iservepapers.com/blog/.

3:00 PM PDT
(6:00 PM EDT)
Laura J. Hazen

Employee vs. Independent Contractor: Why Should I Care?

Laura J. Hazen

Many state Departments of Labor are targeting process severing companies and their classification of employees and contractors. There can be a fine line between an employee and an independent contractor, and sometimes the smallest of business practices can put your most obvious contractors in the employee category. An experienced employment law attorney, Laura will discuss the do’s and don’ts of classifying your process servers as independent contractors, not employees, as well as how to handle audits and confirm compliance withe Fair Labor Standards Act.


Laura J. Hazen

Attorney
H&K Law LLC

Laura litigates employment issues in federal courts and before administrative bodies as well as traditional civil matters in state and federal court, such as breach of contract, non-competition and trade secret litigation, landlord tenant disputes, construction defect cases and other business disputes. She is an experienced employment law attorney familiar with the nuances of how employment law affects process servers.

4:00 PM PDT
(7:00 PM EDT)
Adam Camras

How to Hire Quality Employees for Your Process Serving Firm

Adam Camras

Hiring quality employees can be a challenge for any company, but having the right process can mean the difference between high turnover and finding the best employees for your business. In this presentation Adam will discuss his philosophies about hiring and firing, running tests throughout the interview process, and interviewing.


Adam Camras

ServeNow CEO
Marketing Expert

5:00 PM PDT
(8:00 PM EDT)
Lance Randall

State of the States

Lance Randall


Lance Randall

FAPPS President
NAPPS Secretary

Lance Randall is a third generation Process Server and the Founder/President of L.R.I. Process Service in Florida and has been a licensed process server in good standing since 1993. He is the current President of the Florida Association of Professional Process Servers, a position he has held going on four consecutive years where he previously served as their Secretary. He is also the current Secretary of the National Association of Professional Process Servers and a past Vice-President of the Miami-Dade Association of Professional Process Servers. In addition, Lance Randall is also a member of NARCA & the SBBA.

Friday, March 27

8:30 AM PDT
(11:30 AM EDT)
Joann Needleman

Is Your Server Serving You? 3rd Party Vendor Management

Joann Needleman

Learn how to avoid some common pitfalls when it comes to third party vendor oversight as Joann discusses recent CFPB (Consumer Finance Protection Bureau) bulletins, consent orders and rules, and explains the service provider rule and the responsibility for all hired vendors. On debt collection, she will also discuss ANPR (Advance Notice of Proposed Rule Making), its effects on third party vendors and oversight as well.


Joann Needleman

NARCA President
Maurice & Needleman

Joann is the current President of the National Association of Retail Collection Attorneys and Vice President of Maurice & Needleman, P.C., where she is the Managing Attorney of the firm’s Pennsylvania office. Joann has extensive litigation experience in state and federal courts, successfully defending creditors against claims brought under the Fair Debt Collection Practices Act, Fair Credit Reporting Act and, in Pennsylvania, under the Fair Credit Extension Uniformity Act. She provides counsel, consultation and litigation services to financial institutions, law firms and debt buyers throughout the country. Her many speaking engagements have included NARCA and American Bar Association events.

9:30 AM PDT
(12:30 PM EDT)

Sponsor Presentations

Sponsors
10:00 AM PDT
(1:00 PM EDT)
Jared D. Correia, Esq.

Proceed as Follows: Leveraging Twitter for Business Development

Jared D. Correia, Esq.

Twitter has become an embedded international phenomenon -- and, the savviest businesspersons have incorporated the service into their marketing profiles, in order to reach target clients utilizing non-traditional applications to acquire their news and information.

Of course, if you’re going to take the time to market your business via a specific medium, you’ll want to develop a plan for proceeding. Twitter can become a powerful tool for advertising your services, so long as you approach your campaign with a mind to creating coherent systems within these five categories:

  • Content Publication and Engagement Strategy
  • Integration with Other Platforms
  • Direct Client and Referral Marketing Programs
  • Managing Lead Conversions
  • Measuring Return on Investment

In this seminar, we’ll cover these topics, and some others, in order to help you to improve your Twitter


Jared D. Correia, Esq.

Assistant Director, Senior Law Practice Advisor
Massachusetts Law Office Management Assistance Program

Jared D. Correia, Esq. is the Assistant Director and Senior Law Practice Advisor at LOMAP. Before joining LOMAP, Jared managed CLE publications and the Casemaker research engine for the Massachusetts Bar Association. He has also been a practicing lawyer, in small firms, where he mostly focused on personal injury, real estate and disability law. Jared is a frequent speaker for local, regional and national lawyers’ groups.

He is a regular contributor to local and national legal publications, including "Attorney at Work", where his monthly column, ‘Managing’, appears. Jared is the author of the American Bar Association publication "Twitter in One Hour for Lawyers".

He is the co-host of the ‘Legal Toolkit‘ podcast on Legal Talk Network, and is featured on a quarterly podcast at Solo Practice University. Jared presented at ABA TECHSHOW 2013, on remote access and social media marketing.

10:50 AM PDT
(1:50 PM EDT)

Break

12:30 PM PDT
(3:30 PM EDT)
Neil Caddell Mike Dores Robert Scott Amanda DuPont

Panel: Skip Tracing & Data for Process Servers

Mike Dores, Neil Caddell,
Amanda DuPont, Robert Scott

Want to know how to be a better skip tracer? How process servers should be using data to execute service? How to use commercial databases to effectively locate people? And, how to make skip tracing a profit center? Panel Moderator Mike Dores has performed over 50,000 skip traces in his career. He knows how to find people and he knows the tools available. Mike will be joined by data experts to answer these questions and discuss tools, techniques and the business of skip tracing.


Mike Dores

President
Mike Dores Investigations

Mike is a licensed investigation agency that specializes in low-cost, high volume skiptracing. Mike Dores Investigations' clients are primarily collection agencies, debt buyers, collection attorneys, private investigators and process serving companies.

Mike has been a licensed Private Investigator since 1981. He has personally conducted over 50,000 skiptrace assignments. Based on his need to inexpensively and quickly locate people, Mike was one of the first to make public records available on CD-ROM. In 1991 he formed Merlin Information Services for the purpose of distributing public records on CD-ROM to collection agencies and investigators. This new access to low-cost data, searchable in ways never before possible, revolutionized how collection agencies and investigators did skiptracing. In 1997, Merlin expanded to offering national databases on the Internet.

Mike sold Merlin in July, 2012 and opened Mike Dores Investigations in April 2013. Mike Dores Investigations, much like Mike’s original investigation agency, specializes in high volume skiptracing and location of place of employment and bank accounts. Mike Dores Investigations also has a team of skiptracers that specialize in difficult to locate individuals. Mike currently supervises 15,000 – 20,000 place of employment and skiptrace assignments each month.

Mike has conducted dozens of one-hour to three-hour skiptracing seminars over the years and regularly speaks at PI, Collections and Attorney Service conferences.

Neil Caddell

Manager–Specialized Risk, Licensed Investigator
TransUnion

Neil has worked as a Licensed Private Investigator for over 20 years in Florida and New York, and has extensive management experience in his field. He has served on major investigations and insurance boards, and is a member of TALI, FALI and many other country-wide investigator groups.

Amanda DuPont

Thomson Reuters Public Records Product Specialist

Amanda DuPont has over 16 years of professional experience in the legal industry and is a highly experienced investigative researcher and speaker. She is a licensed attorney and practiced law in Minneapolis for over eight years where she represented businesses in all types of legal advising roles – from class action litigation work to contracts and negotiations. Since joining Thomson Reuters in 2006, she has held roles in the company’s Sales and Account Management division where she has worked with every segment of Thomson Reuters’ customer base on investigative/research based solutions from small law firms to global law firms to corporations to government agencies. In her current role as Public Records Product Specialist, Amanda works closely with both corporate commercial customers as well as Thomson Reuters New Product Development team to help develop innovative solutions in the public records arena, including Thomson Reuters’ flagship product CLEAR. Amanda holds a B.A. from the University of Wisconsin-Madison and a J.D. from William Mitchell College of Law. Amanda is based out of Minneapolis, MN.

Robert Scott

California Licensed P.I.
Founder and CEO
Skip Smasher, Inc.

Robert Scott is a Los Angeles-based licensed private investigator, author, and information entrepreneur. He is the creator and CEO of SkipSmasher.com, one of the top skiptracing/investigative data websites in the United States. Started in 2004, Skip Smasher is the only top data service that is currently owned and operated by a licensed private investigator.

He also operates several open source websites for investigation including BlackBookOnline.info -- a top free public records search engine that maintains over 35,000 free lookups and is used by nearly 3 million people per year.

Prior to launching Skip Smasher, he worked as a private investigator specializing in difficult locates and wrote the best-selling reference books "The Investigator's Little Black Book" and "The Skiptracer’s Little Black Book".

1:30 PM PDT
(4:30 PM EDT)
Paula Ashcraft

Lessons Learned … Process Service the 2nd Time Around

Paula Ashcraft

With the launch of her 2nd process serving company Paula will speak on how her career experiences and technology advancements are playing a pivotal role in starting up a process serving company in the 2015.


Paula Ashcraft

CEO
Greentree Legal, LLC

Paula has 22 years of experience in the process serving industry. She began her career working as a process server as a way to supplement income. In 1996 she transitioned into business ownership with the launch of Legal Ease. During the next 10 years she lead Legal Ease into a thriving, successful multi-office agency located in the Midwest. In 2006 she sold Legal Ease and assumed the role of VP of Business Development with new owners. In this role she assisted new company by diversifying corporate revenue streams. In recent years Paula consulted with small process serving agencies by passing along knowledge of lessons learned. During this time as consultant she honed her marketing and operational skill set. As a serial entrepreneur it was only a matter of time for the ownership bug to strike again. In January 2015 Paula joined forces with Cheri’ LaEace (formerly with Southern Ohio Legal Services) to begin Greentree Legal, LLC. With the launch of her 2nd process serving company Paula’s career experiences are certain to play a pivotal role in the success of her latest venture.

2:30 PM PDT
(5:30 PM EDT)
Rick Keeney

Compliance, a Process Servers Perspective

Rick Keeney

Rick Keeney, a 30+ year veteran of the process serving industry, has built one of the most successful process serving firms in the nation from the ground up. Earning some of the most sought after contracts in Texas and nationwide has not come by accident. Rick will talk about how Professional Civil Process has met the compliance requirements set forth by government agencies and high volume litigants as he takes you on a tour of PCP headquarters.


Rick Keeney

CEO
Professional Civil Process

Rick Keeney, President and Founder, has been dynamically active in the process serving industry for over 35 years. He was instrumental in the establishment of two nationally recognized professional process server associations, The National Association of Professional Process Servers (NAPPS) and the Texas Process Servers Association (TPSA). He has also presented testimony before eight sessions of the Texas Legislature to improve the standards of the process serving industry.

3:30 PM PDT
(6:30 PM EDT)
Michael Kern

Selling, Pitching and Profit

Michael Kern

Mike will discuss his approach to sales and growing his client base. He'll cover how you pitch your team's competitive advantage and how he's transitioned from managing his firm's business development on his own to delegating this to a sales force. In addition Mike will talk about the importance of analyzing your agreements and pricing. Volume doesn't always equate to profit. Know what clients and deals avoid in this presentation at ServeCon.


Michael Kern

CALSPro Past President
Kern Legal Services

Michael grew up in an attorney service family. His father, Dave Kern, started what is now Kern Legal Services in 1961. Since taking over the company, Michael has been able to grow his company from a "mom and pop" operation to one of the largest firms in California. Michael has been a member of CALSPro since 1994. Over his twenty years in the association he has served in many capacities, been named member of the year twice and is the current immediate past President. Michael is an accomplished industry speaker and recently spoke at the California Association of County Clerks presenting alternatives to California's current process server registration program.

4:30 PM PDT
(7:30 PM EDT)
Torri Schaffer

Obtaining Minority Status: Benefits and How to Get Started

Torri Schaffer

Torri’s Legal Services recently attained minority status for being a woman-owned company, making the company eligible for the percentage of state contracts that must go to minority businesses. In her presentation, Torri will walk you through the steps her company took to achieve this certification and the benefits. Learn about what qualifies as a minority business, what documentation had to be provided, what visits and interviews are necessary, and how to apply.


Torri Schaffer

MAAPPS Founder
Torris Legal Services

Sessions and times are subject to change.

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