KCRA CONVENTION AND ANNUAL MEETING

MAY 14-15, 2004, LEXINGTON, KY

Registration packets have been mailed. If you have not received yours, please contact Sharon Turner (859-846-4847) or Sherry Rhode (502-585-4513) asap.

I. Key Dates:

4-22-04 -- last date for group rate on hotel rooms

4-23-04 -- hotel rooms will be released.

5-1-04 -- registration deadline; $50 late fee imposed for registrations postmarked after this date.

II. HOTEL INFORMATION

Marriott’s Griffin Gate Resort

1800 Newtown Pike

Lexington, KY 40511

859-231-5100

www.mariott.com/property/factSheet/LEXKY

Marriott’s Griffin Gate Resort offers 387 rooms and 21 suites. The hotel features 314 guest rooms specifically designed for the business traveler. It has a AAA rating of four diamonds.

Check-in: 4:00 p.m.

Checkout: 12:00 p.m.

Express check-in, Express checkout

Complimentary onsite parking

Valet parking available for $9.00/day

Guest laundry/valet service

Copy/fax service

Soda, ice, and vending machines

Golf, tennis, and volleyball

On-site restaurant

Room service

Concierge services

Gift shop/newsstand

Full business center, PC available, printer available

Speaker phone/voice mail

Data ports on phone/high-speed internet access by STSN

Cable/satellite TV

In-room movies

Complimentary in-room coffee

Iron and ironing board

Hair dryer

Be sure to let them know you are with KCRA so you get the group rate of $109.00/night. ROOMS WILL BE RELEASED 4/23/04. All attendees are responsible for their own reservations.

III. Meeting Schedule:

Friday, May 14, 2004

2:00 p.m. – Registration

3:00 p.m. – Welcome and opening remarks by Angela Smith, President

3:00-4:00 p.m. – "Retirement Planning Strategies for the Self-Employed

and Small Businesses" (.1 CEU)

by Brian Summe

4:00-4:05 p.m. – Vendor break

4:05-5:05 p.m. – "Recordkeeping and Tax Reduction Strategies for the

Self-Employed" (.1 CEU)

by Donna Davidson

5:05-5:15 p.m. – Vendor break

5:15-6:45 p.m. – "Using Technology to Enhance Professional Image,

Increase Efficiency, and Maximize Revenue" (.15 CEU)

A webinar by Chad Donahue/Reallegal

6:45-7:00 p.m. – Vendor break

7:00-8:30 p.m. – Dinner

Presentation of Scholarship Award

Keynote address: "How Did I Get Here From There?"

by Nancy Glynn-Braswell, RPR, CRI, CPE,

NCRA Board of Directors (.1 CEU)

Saturday, May 15, 2004

7:30-8:00 a.m. – Continental breakfast in meeting room

8:00-9:00 a.m. – KCRA Annual Meeting

9:05-10:05 a.m. – "Recruiting, Retraining, and Retaining" (.1 CEU)

by Marilyn Haywood and Robyn Massa

10:05-10:15 a.m. – Vendor break

10:15-11:45 a.m. – "Windows Tips and Tricks" (.15 CEU)

by Jana Colter, RMR

11:45-12:15 p.m. – LIVE AUCTION by Henry Alexander, Auctioneer

12:15-12:30 p.m. – Board tour bus

12:30-2:00 p.m. – Travel to Midway, KY

Tour KCRA Headquarters

Box lunch provided

Free time in downtown Midway

2:00 p.m. - Board tour bus

2:00-5:00 p.m. – "Kentucky’s Thoroughbred Industry – A Lecture and

Horse Farm Tour" (.3 CEU*-see note)

by Henry Alexander

5:00 p.m. – Arrive back at Marriott’s Griffin Gate

* * * * * * * * * * *

*IN ORDER TO RECEIVE THE .3 CEU FOR THE 2:00 P.M. KENTUCKY THOROUGHBRED SEMINAR, YOU MUST BE ON THE BUS.

(TOTAL: 1.0 CEU, NCRA APPROVED.)

IV. Speaker Bios:

Nancy Glynn-Braswell, RPR, CRI, CPE, NCRA Board of Directors has been reporting for 36 years. She was installed as a new member of the NCRA Board of Directors in Reno in August of 2003. She is an official reporter and a principal in Norton, Schell & Braswell, a freelance agency in Wilmington, NC. From 1996 to 1999 she took a hiatus from reporting to become the program head at Lenoir Community College for Court Reporting and Captioning. Under her leadership at the college the program became NCRA approved within 17 months. She oversaw the building of two distance classrooms to deliver the program to the western part of the state. She enjoys reading, movies, decorating, and "junque-ing."

Brian C. Summe brings forth 16 years of experience and a broad knowledge base from the investment industry, having worked as a bond trader, a financial advisor, and as a regional vice president with a national asset management firm prior to joining OppenheimerFunds. He will discuss retirement plans and savings opportunities that exist for small businesses and independent business owners.

Donna Davidson is a staff accountant with the CPA firm of Davidson Financial Services.  She has worked in the accounting field since 1994 and is a certified QuickBooks trainer.  Prior to that she was a commercial lender
with West One Bank (now known as U.S. Bank).  Donna specializes in business and corporate tax.

Chad Donahue – Senior Account Manager, Litigation Technologies Areas of Expertise: Court reporting technology. He is a frequent speaker and trainer at regional court reporting events. During his tenure at RealLegal, he has consulted with firm owners and freelance deposition reporters to find the right software and Web applications for their specific goals. Donahue has introduced multiple reporting firms to new programs that help them boost their revenue and become more competitive in the industry. Previously, Donahue worked as an investigator for the State Public Defender and a Denver based private investigation firm.  More recently, he has managed customer and technical support departments for two technology companies.  He graduated from the University of Rochester with a Bachelor of Arts in Health and Society.

Marilyn Haywood is the Coordinator of the Realtime Captioning Technology Program at West Kentucky Community and Technical College in Paducah, Kentucky. Marilyn has been teaching realtime court reporting and Office Systems Technology courses since 1995. She received a Bachelor of Science in Education, Training and Development, and a Master of Science in Vocational Education Studies/Business Education at Southern Illinois University – Carbondale, IL. She participated in NCRA’s Federal Funding Initiative Program and received a congressional reward to train students in realtime captioning and Communications Access Realtime Technology (CART) reporting to assist the hard-of-hearing and deaf community. She is a member of the National Court Reporters Association, Kentucky Court Reporters Association, Western Kentucky Legal Secretaries, and Kentucky Business Education Association.

Henry M. Alexander is the general manager of Sterling Stud Farm in Lexington, KY, and since 1997 has been responsible for all farm activities. Since 1980 he has been the broker and sole owner of Midway Land & Auction Co. in Midway, KY, specializing in thoroughbred horse farms. In 1995 he became a licensed principal auctioneer specializing in real estate, horses, antiques, art, personal property, and farm machinery. Over the years he has brokered millions of dollars worth of land and horses, including such notables as Gainsway and Greentree Farms. His past business experience has included consulting and management services to the thoroughbred industry in this country, Europe, South America, and Puerto Rico; property renovation and management; trade magazine publication for the wine and spirits industry of Kentucky; president of a transcontinental jet airplane company; owner of a travel agency; farming; technician and analyst for IBM, he has been either Chairman or Director of many organizations to the production of the bluegrass area landscape, such as his enormous impact on the Nationally recognized reconstruction of the Paris-Lexington Road. He is the beloved father Sharon Turner, KCRA’s assistant to Gene McLean.

V. SPONSOR A STUDENT

Show your support by helping our students offset the cost of travel, lodging, and registration to attend this convention. See the sponsor line on the registration form. Your generosity is appreciated!

VI. HEADS UP ON HORSE FARM LECTURE AND TOUR

A heads up on the .3 CEU "Kentucky’s Thoroughbred Industry – A lecture and Horse Farm Tour," dress for the weather and for walking, rain or shine, sidewalks or stables. The lecture is given en route on the bus and at the farms, so you must be on the bus to receive the CEUs. We will board the bus at 12:15 p.m. and will return to the hotel at 5:00 p.m. Read the meeting schedule sheet carefully and call Sherry Rhode (502) 585-4513 with any questions.

VII. TRIPLE CROWN RAFFLE

Back by popular demand, the third annual Triple Crown Raffle will be offered. YOU DO NOT NEED TO BE PRESENT TO WIN. $20 buys you three tickets which may be included with your registration or purchased at the door. This year’s items are:

1.  DVD/VCR Combo.  Sylvania model SSD803, 4 head hifi VCR, digital dolby, remote, front A/V hookups.

2.  Olympus Model digital camera.  Model D-390, 2.5 X digital zoom, 16 mb XD memory card, 1.8" color TFT LCD, auto focus, Quicktime movie for 60-second action movies, CAMEDIA master software, cables.

3.  Motorola Talkabout T5950 Sport two-way radios.  Includes:  2 T5950 two-way radios, 2 earbuds with push-to-talk dual base charger with battery inserts, 2 rechargeable nicad batteries, 2 swivel belt clips, AC power supply.

VIII. LIVE AUCTION

Even more fun than our world-famous KCRA silent auction will be a live auction. Mr. Henry Alexander, professional auctioneer, will preside.

IX. Reminders:

At the annual meeting on April 4, 2003, the KCRA membership authorized the board to formulate a plan for a voluntary certification program, to be voted on at the 2004 annual business meeting. This is the proposed plan which is provided for your convenience.

REMINDER: KCRA Bylaws Article VI Membership, (H) Voting Rights, "Only Active members shall be eligible to vote."

MEMBERS: All members in good standing are welcome to attend the business meeting even if you are not attending the convention.

NONMEMBERS: If you wish to become a member, you must submit an application and be approved by the board prior to the meeting. You may download an application at www.mcleancom.com/kcra or call 859-846-4847.

X. KENTUCKY COURT REPORTERS ASSOCIATION VOLUNTARY CERTIFICATION PROGRAM

Section 1: Purpose

The purpose of this certification program is to raise the level of competency, ensure ethical conduct, maintain requirements for continuing education and to ensure accountability and professional behavior of court reporters for the protection of the public’s health, safety and welfare within the Commonwealth of Kentucky.

If the practice of court reporting seeks to receive the confidence of the public, only qualifying court reporters shall be entitled to declare themselves as a Kentucky "Certified Court Reporter" when all aspects of this program are met and adhered to.

It is the intention of this certification program to gain an opportunity of increasing the status, enhance the necessity and emphasize the important role of our profession within the legal arena and society as a whole.

Any professional member of KCRA to whom a certificate is issued may use the title "Certified Court Reporter" or the abbreviation therefore "CCR" with his or her certificate number which may be displayed upon the title and certification page of any transcript.

This program applies to all persons who are professional members in good standing with the Kentucky Court Reporters Association (hereinafter "KCRA").

Section 2: Definitions

(A) "Court Reporting" means the making of a verbatim record of the spoken word.

(B) "Court Reporter" means any individual engaged in the practice of court reporting as a profession as defined in Section 2(L).

(C) "CCR" means Certified Court Reporter.

(D) "RPR" means Registered Professional Reporter, which is a designation attained by meeting the requirements established by the National Court Reporters Association.

(E) "RMR" means Registered Merit Reporter, which is a designation attained by meeting the requirements established by the National Court Reporters Association.

(F) "RDR" means Registered Diplomat Reporter, which is a designation attained by meeting the requirements established by the National Court Reporters Association.

(G) "CRR" means Certified Realtime Reporter, which is a designation attained by meeting the requirements established by the National Court Reporters Association.

(H) "Committee" as defined herein means the KCRA Committee of Certified Court Reporters.

(I) "Program" as defined herein means the KCRA Voluntary Certified Court Reporter Program.

(J) "Board of Directors" means the officers and directors of KCRA.

(K) "Freelance" means any court reporter engaged in the practice of court reporting independent of the duties of an official reporter as defined in the statutes of the Commonwealth of Kentucky.

(L) "Active Member" as defined in the KCRA Bylaws Article VI, Section B means: (1) Any reputable and competent shorthand reporter engaged in the profession of court reporting for a period of not less than one (1) year next prior to making application for admission as a member; or (2) any person who is the holder of a Certified Shorthand/Court Reporter Certificate issued pursuant to a Statutory certification of licensing act under Federal or State law; or (3) any person who has attained the National Court Reporter’s Association’s Certificate of Proficiency or Certificate of Merit; or (4) any person who has graduated from an NCRA approved court reporting school and/or has passed the Registered Professional Reporter examination.

(M) Whenever the terms "court reporter," "court reporting," and "certified court reporter" appear in this program, same shall be limited to mean court reporter, court reporting, certified court reporter.

Section 3: Administration

The KCRA Voluntary Certification Committee shall be appointed by the Board of Directors. The Committee shall implement, oversee and maintain said program as defined herein.

The chairperson, vice-chairperson and members of the committee shall be members in good standing with the association and according to KCRA bylaws and Code of Professional Responsibility and Professional Practice Objectives.

The Committee shall consist of five (5) active members and include a chairperson, one vice-chairperson and secretary. Committee members must be practicing reporters with a minimum of five (5) years experience in the Commonwealth of Kentucky.

Terms of the Committee Members: Two members shall serve for three-year terms and three members shall serve for two-year terms. Any vacancy occurring in the Committee may be filled by the Board of Directors. An appointee filling such vacancy shall serve during the unexpired portion of the term of the member replaced.

Committee members, while engaged in performing their official duties, may be reimbursed for the actual expenses incurred in the performance of such duties out of funds generated by this program upon submission of receipt to the KCRA Treasurer.

The Committee shall keep minutes of its meetings and all official actions taken. All records of the Committee shall be maintained at a location designated by the committee chairperson.

Section 4: Duties, Power & Authority

1) To review all applications for Voluntary CCR Certification and upon applicant satisfying all requirements issue or authorize to be issued CCR certificate and certificate number.

2) To report any discrepancy or irregularity in the administration of this program immediately to the KCRA President.

3) To submit status reports via email to the Board of Directors within ten days of each Board meeting.

4) To keep an accurate, up-to-date database of continuing education points for each CCR.

5) Notify participants in writing (electronically or paper copy) of any change(s) to this program a minimum at least two weeks prior to the association annual business meeting. Changes to the program shall be presented by this committee to the membership for discussion and approval by the voting membership at the association’s annual business meeting, and proposed changes shall become effective upon majority vote at said meeting.

Section 5: Application

1. A professional member seeking certification under this program shall make application by completing the necessary forms, attach required documents as defined in paragraph 2 (b), enclose a check of required funds made payable to KCRA, and send the materials to the address indicated.

2. A professional member seeking certification as a Court Reporter under this program must meet the following requirements:

a. Must be an active member in "good standing" within the KCRA.

b. Must be a notary public of the Commonwealth of Kentucky or authorized to administer oaths by the governing jurisdiction. 

c. If holder of RPR or higher NCRA designation, or a CSR from another state, and applying for certification under reciprocity, a copy of certificate must accompany application.

d. Satisfactorily completing the Application for Voluntary Certification.

e. By signing application, applicant agrees to abide by all rules, polices & procedures of this program.

f. Payment of certification fee(s).

Section 6: Certification by Examination

1. Certification by examination under this program shall be by use of the National Court Reporters Association's Registered Professional Reporter Examination given in May and November of each year.

2. All applicants applying for CCR certification by examination shall be responsible for reading all rules and regulations of NCRA's examination procedure before exam date.

3. It shall be the responsibility of the applicant to provide a copy of the NCRA test result notification with their CCR application.

Section 7: Fees

1. Members applying for certification under this program shall pay to KCRA fees identified below unless otherwise noted. This program is intended to be a self-funding program, if at all possible, and all fees received for this program shall be used to fund this program's implementation, oversight and maintenance, and any other use as deemed necessary by the board of directors.

2. All fees will be non-refundable and due by December 31.

$30.00 Application Fee

$20.00 Annual Renewal Fee

Section 8: Issuance of Certification

  1. Once an applicant has met and satisfied the qualifications as set forth

in this program, this committee shall issue the applicant a certificate as a CCR with a certificate number, documentation and other materials deemed necessary. The certificate number shall be placed on the CCR’s certificate page of their transcript.

The certificate shall remain valid as long as the court reporter remains a member in good standing with the KCRA, pays annual certification KCRA dues by January 1st of each year, all required fees, and abides by all rules, regulations, policies & procedures under this program as set forth by the KCRA and this voluntary program.

2. All qualified/eligible Court Reporters shall be listed in the KCRA Annual Membership Directory with the designation of "CCR."

Section 9: Continuing Education Requirements

1. Accumulation of a total of 3.0 Continuing Education Units (CEUs) shall be required during each three-year (3-year) licensing period. It is the responsibility of each CCR certificate holder to provide the KCRA with documentation of any CEU points obtained from sources other than KCRA-sponsored events. CEUs towards the CCR shall begin accumulating January 1, 2005.

2. The KCRA Committee on Certification will maintain a database of

continuing education units for each CCR upon submission of proof of CEUs earned. The Committee shall notify each CCR on an annual basis of total points accumulated.

3. All court reporters meeting the requirements of this program by February 1 of each year shall be listed in the KCRA Annual Membership Directory with the designation of "CCR."

Section 9-A: CEUs may be obtained from the following resources:

1. Any CEUs accrued under the auspices of NCRA-sponsored events, classes, seminars, projects or activities.

2. Classes taken at state or community colleges will accrue at .1 CEU per credit hour per semester.

3. If a reporter obtains CEUs throuth a non-NCRA-sponsored event and

the reporter would like credits applied towards their KY-CCR, a fee of

25.00 shall accompany the application.

Section 10: Grandfather Clause

The grandfather period is to commence May 15, 2004, and is to conclude on December 31, 2004, for all court reporters, as defined in Section 2 of this program.

All court reporters, as defined in Section 2 of this program, making application postmarked by December 31, 2004, are exempt from having to show proof of an RPR or higher NCRA designation.


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