NACBA's Members-Only Workshop 2026

You are often the first voice a client hears and the first face they meet. This session focuses on professional communication, client interactions, telephone etiquette, email professionalism, and building confidence in every interaction. Learn how to create positive first impressions, strengthen client trust, and represent your firm with professionalism and polish.
Speakers: Amanda Smith (Jenny Doling Paralegal) need someone else

Bringing a new team member into a bankruptcy practice can be challenging, but a structured onboarding process can make all the difference. This practical session will explore proven strategies for training new staff, introducing essential bankruptcy concepts, and creating workflows that help employees become productive more quickly and confidently. Attendees will learn how to build effective training plans, identify key skills and knowledge areas, utilize checklists and resources, and avoid common onboarding mistakes. Whether you're training a new paralegal, legal assistant, or support staff member, you'll leave with tools and techniques to help your newest team members succeed from day one.

A successful bankruptcy case starts with a thorough intake process. Learn how to gather complete and accurate information, identify potential issues before they become problems, ask better questions, and help clients provide the documentation needed for a smooth case. This practical session will provide tools and strategies to improve efficiency and reduce mistakes from day one.

Petition preparation is more than data entry—it's the foundation of every bankruptcy case. This session explores best practices for preparing petitions and schedules, understanding why each section matters, identifying common errors, and ensuring accuracy and completeness. Learn how attention to detail can prevent delays, amendments, and unnecessary complications throughout the life of a case.