VALERIE L. BOCK

**** ******** ****, **********, ******** 40207

Phone: 606-***-**** ● Email: ad11g7@r.postjobfree.com

Introduction

Experienced, detail-oriented researcher and writer who will scour the earth to find authority supporting your argument; a communicator, proficient with remote work, videoconferencing, sharing work live, online court filings, client interviews, professional and courteous communication with co-workers, courts, attorneys, and service providers; over 30 year of accumulated knowledge and experience in a wide variety of substantive legal areas, procedural requirements, regulatory and grant compliance. Seeking a full-time position, with the option to work from home one or two days per week or a few hours per day in my fully-equipped home office. Education

Juris Doctor, 1995, UNIVERSITY OF LOUISVILLE SCHOOL OF LAW, Louisville, KY Full Tuition Academic Scholarship (1L); Moot Court (1L); Dean’s List (2L-3L); Environmental Law Society (Member, 1L-3L; Vice-President, 2L; President, 3L); Founding Member of International Law Society (Member, 2L-3L; Vice-President, 3L); Student Rep., Alumni Fundraising Reception (3L); Research Assistant to former Dean & Professor Barbara L. Lewis, Taxation (2L-3L).

Bachelor Of Arts, Liberal Studies, 1991, KENTUCKY STATE UNIVERSITY, Frankfort, KY Whitney Young College of Leadership Studies (Honors); Full Presidential Scholarship, four years; University Outstanding Freshman Award for highest freshman GPA; Dean’s List, all semesters; First Place, 1990 University-wide Essay Contest,

“Responsibilities of the Citizen in a Multicultural World;” Outstanding Whitney Young College Junior Essay Award; Outstanding Whitney Young College Senior Essay Award. Graduated summa cum laude, with GPA of 3.95. Experience

Freelance Consultant, 10/2007 - current

RAINMAKER WRITING SOLUTIONS

4009 Brownlee Rd.

Louisville, KY 40207 (self-employment)

Provided a variety of research, writing, and editing services to law firms, law-related businesses, and others. Political Campaigns and Fundraising. Served as Assistant Campaign Manager, Judge Janet Stumbo for Kentucky Court of Appeals

(2014); Assistant Campaign Manager, Judge Janet Stumbo for Kentucky Supreme Court (2015); Co-Manager, Howell and Kidd Fundraiser, Rocky Adkins for Kentucky Governor (2019); Co-Manager, Howell and Kidd Fundraiser, Annie O’Connell for Jefferson Circuit Court (2018). Marketing and Education: Provided ghostwriting, editing, and research services, generating books, e-books, textbooks, articles, and social media campaigns for both professional and layperson audiences; writing and marketing consultation for political campaigns; writing and editing website content and coordinated PR content, short articles, blog entries, and press releases; business introduction letters/email campaigns, and brochure content; speech writing; writing & editing white papers; and review and editing of scholarly writing. Produced several complete books for attorneys, on topics as diverse as Texas receiverships, Iowa farm law, and the SSDI/SSI application process. Full-Service Legal Research and Writing: Drafted a 2015 Direct Appeal to KY Supreme Court in a murder case; drafted a winning federal court summary judgment defense that led to fast settlement of a case against an insurance company and a county elected official for defamation, false arrest, and 42 U.S.C. 1983 violation; collaborated with attorneys from several organizations in researching and drafting complaints, motions for preliminary injunction, and supporting memoranda in a series of well-publicized, winning federal and state lawsuits against former SSI/SSDI attorney, Eric C. Conn, and the Social Security Administration; and drafted a variety of briefs, memoranda, complaints, responses, affidavits, and other legal documents for attorneys.

Litigation Paralegal, 03/15/2023 - 10/06/2023

BARROW BROWN CARRINGTON, PLLC

2501 Nelson Miller Parkway, Suite 102

Louisville, KY 40223

Contact: Attorney M. Thomas Underwood, 502-***-**** Served as Litigation Paralegal to Attorney M. Thomas Underwood and Attorney William P. Koehler, III. Reviewed all incoming mail, email, motions, orders, weekly pre-rulings, and other court filings; arranged and hosted mediations; calendared events, appointments, and deadlines; kept running task lists for all clients; interviewed and assisted clients to obtain needed evidence; performed legal research using Lexis/Nexis and open sources; researched and investigated witnesses and opposing parties and property interests; drafted, revised, converted, and e-filed pleadings, motions, proposed orders, memoranda, pretrial compliance, and other court filings; organized exhibits, research, and notes for trial and hearing preparation; communicated by phone, email, and mail with clients, witnesses, opposing counsel, mediators, and others; scheduled client appointments at appropriate times during litigation process; maintained contemporaneous notes for each client. Also responsible for completing organization-wide intake calls and scheduling initial consultations for 10-12 attorneys in four local offices; and directing organization-wide incoming calls from existing clients. Billed for all billable time at $150/hour; created Client Contacts and Matters in PracticePanther billing software; accepted retainer payments by card and cash and applied to appropriate accounts; created new client virtual folders; drafted and edited forms. Utilized Microsoft Office; Google Workspace Suite; Courtnet; Adobe Acrobat; Lexis/Nexis; Craig Ross Child Support software; PracticePanther. Judicial Legal Assistant, 04/16/2019 - 09/08/2022

JEFFERSON FAMILY COURT

700 West Jefferson Street

Louisville, KY 40202

Contact: Hon. Tara Hagerty 502-***-****; or

Angela Biliwicz, 502-***-****, ad11g7@r.postjobfree.com. Hired in lieu of staff attorney to perform same duties: Attended all Circuit Civil motions, hearings, in chambers interviews, and other hearings as needed; recorded and analyzed evidence; researched legal issues; and drafted opinions, orders, judgments, and decrees for two Jefferson Family Court Judges; received and organized Court copy of proposed exhibits; reviewed agreed and pro se motions for judgment; drafted orders on pre-trial and post-trial motions; researched and drafted orders as needed for domestic violence, adoption, and juvenile DNA cases. Maintained detailed chronology on the progress of open cases; calendared deadlines for submission; maintained and monitored progress of appeals filed; reviewed and summarized new appellate opinions and statutes relating to Family Law; utilized Courtnet case search, judge view, quick submit, and review & sign for virtual case research, submission of draft orders for e-signature by Judge, and monitoring motions and tendered orders; reviewed motion hour filings, summarized, and assisted with pre-rulings; communicated with and provided courteous assistance to attorneys, pro se litigants, judicial staff, and Circuit Clerks, via phone and email, to resolve problems and improve processes; attended and provided technical assistance in virtual hearings by Zoom, Skype, Free Conference USA, Microsoft Teams, Google Meets, and other platforms during and after COVID-19 pandemic; drafted instructions for utilizing videoconference and teleconference platforms during COVID-19, including links out to relevant tutorials, distributed to the legal community and public; aided in training judicial staff in use of virtual court software and Courtnet software; utilized Microsoft Office, OneDrive, Sharepoint, Westlaw, Adobe Acrobat, FoxIt, Craig Ross, and other software; business machines, such as copiers, scanners, binders, computers, networking docks, DVD writers/readers. KY AOC laptop traveled with me. Limited experience with JAVS. Performed multiple other duties as needed. Chief Paralegal, 04/06/2017 -- 03/08/2019

J. RUSSELL LLOYD, P.S.C.

600 West Main Street, Suite 100

Louisville, KY 40202

Contact: Vicky Lloyd 502-***-****; Donna Foust 502-***-****; Grant Helman 502-***-**** Exercised proactive responsibility for organizing and coordinating support for a busy docket of active client litigation. Communicate with clients, witnesses, opposing counsel, mediators, clerks, Courts, expert witnesses, and other professionals; implement litigation plans; establish and track preparation milestones; research legal and factual issues; draft memoranda; draft pleadings; draft discovery responses; develop lists of potential witnesses and evidence; draft discovery requests and subpoenas duces tecum; receive opposing pleadings; review, summarize, and organize discovery, subpoena responses, and other documentary evidence; prepare trial binders; prepare appearance subpoenas and deposition notices; prepare and draft responses to motions, supporting memoranda, and proposed orders; prepare mediation summaries; prepare compliance with 2

trial orders; prepare trial binders; prepare post-trial motions; prepare notices of appeal, prehearing statements, and prepare first drafts of appellate briefs and motions; maintain calendar and supervise legal assistant scheduling of deadlines, court dates, mediation, and conferences; supervise scanning and organization of all incoming material into an electronic filing system and an electronic case management system; maintain a running case summary for each client matter; prepare agenda of issues to address during organizational meetings; collaborate with team members via daily and weekly organizational meetings; prioritize and assign tasks following team meetings; and keep an active eye on every issue that comes up in each case, from intake to conclusion. Transitioned office from paper files to electronic system of case management and storage. LexisNexis Advance, Westlaw, CLIO, TimeMatters, KY Courtnet, PACER, Outlook, Microsoft Office. Assisted in shutting down office, transferring files to clients/attorneys, and appropriate correspondence with clients when Mr. Lloyd became ill and could no longer practice law.

Project and Program Management Consultant, 06/07/2016 – 04/30/17 NTT DATA CONSULTING, INC.

5200 Commerce Crossings Drive

Louisville, KY 40229

Contact: Gilbert Rogers, Senior Project Manager, 270-***-**** As a specialized project management consultant for a top-4 U.S. bank, collaborated in a team environment to successfully implement a large-scale Know Your Customer document remediation project as part of a Bank Secrecy Act/Patriot Act regulatory compliance program directed at providing uniform, written evaluations of domestic and foreign wholesale financing customers for risk of involvement with money laundering or terrorist financing. As Team Calibration Expert, improved the uniformity of remediation, aligning the product to compliance with parameters set out in a Consent Order issued by a federal court. Served as Team Subject Matter Expert on Corporate Trust, Municipal Debt, and Indenture Trusts, training my team on these subjects and developing specialized template language for team members to use in addressing risk factors unique to these subject areas. In multiple subject areas, assessed customer risk factors by examining and interpreting trust documents, service contracts, and other legal documents relating to high-value corporate and individual trusts, partnerships, and LLCs, typically including multiple layers of parents or subsidiaries; traced ownership and the flow of funds and secured property into and out of accounts, through multiple countries; and drafted bank Relationship Memos for review by compliance authorities, detailing customer information and risk evaluation, identifying unusual activity, negative news, country risks, transaction risks, industry risks, and other AML/BSA/OFAC risk factors. Communicated with colleagues and bank representatives regarding customer information and assessment; utilized multiple security protocols to access highly-confidential banking systems containing all lender information available regarding customers and their accounts; utilized Deloitte Electronic Case Management, three confidential bank electronic case management systems, Lexis Worldcheck, Lexis Anti-Money Laundering, Office of Foreign Asset Control Search, and a variety of open-source and government resources to investigate and document customer information; supervised and corrected efforts by remediation analysts to locate, understand, and accurately enter data into case management system. Typical trusts include foreign airline aircraft owner trusts, reinsurance trusts, and business and municipal escrow trusts for mergers/acquisitions, at values averaging USD $50 million. This position required an extensive background check and complete confidentiality. Completed basic program management training and optional, additional management training. Received excellent employee reviews. Central Intake Specialist, 01/16/2013 – 06/01/2016 APPALACHIAN RESEARCH & DEFENSE FUND OF KY, INC. (AppalReD) 120 North Front St., Prestonsburg, KY 41653

Contact: Robert Johns, Executive Director, 606-***-****, x.1247 or Mary Going, Directing Attorney, 606-***-****.

Conducted initial eligibility screenings and intake interviews of incoming clients who live or have legal controversies within the 37-county service area of a non-profit, private civil legal services organization. Gathered applicant information using KEMPS case management system. Utilized knowledge of applicable substantive law, grant requirements, applicable LSC regulations, priority categories set by Board of Directors, and operating standards set by Executive Director, to rule out conflicts of interest, ascertain the legal issues presented, and accept or reject applicants based on current service priorities/ coverage categories. Referred accepted applicants to one of nine local offices, to one of several Central Intake Attorneys for informal legal advice, to Low Income Tax Clinic, or to volunteer lawyers program. Corresponded with applicants, with other employees, with other Legal Services organizations, and with IT department, to maintain and improve a smooth Central Intake operation responding promptly to client needs. Trained new employees and periodically reviewed their intake work for compliance with the above requirements. Served as a member of AppalReD’s Strategic Planning Committee (SPC), which recently produced a new, three-year Strategic Plan adopted by Board of Directors. Served as a member of AppalReD’s 3

Website Committee, assisting with the launch of a new website with online application capabilities, by helping design and implement online intake content and procedure for response and handling of new online intake application. Served on the Grants Committee, exploring and reporting on new funding sources, drafting inquiry letters, and aided in writing grant applications. Engaged in volunteer Outreach Work, attending local events and distributing information about available services and resources.

Attorney Owner, 04/2001 – 11/2007

LAW OFFICES OF VALERIE L. BOCK

308 N. Broadway, Providence, KY 42450 (self-employment) Attorney in solo general trial and appellate legal practice, working in areas of criminal law, personal injury, family law/domestic relations, property transactions, estate planning, contractual matters, and corporate law. Managed and operated all aspects of law office; hired and supervised support staff. Dixon City Attorney, 06/2001 – 11/2007

CITY COMMISSION, CITY OF DIXON, KENTUCKY

P.O. Box 186, Dixon, KY 42409

Contact: City Clerk, Peggy Poole, at 270-***-**** Provided legal representation to a Kentucky city of the sixth class. Attended monthly City Commission meetings, evaluated and responded to litigation, drafted ordinances, reviewed applications for government grants and other assistance, responded to citizen concerns, assisted with annual audit, reviewed financial reports, and improved method of codification and indexing of city ordinances.

District Court Trial Commissioner, 06/2001 – 03/2003 WEBSTER DISTRICT COURT

P.O. Box 290, Dixon, KY 42409

Contact: Hon. C. Rene’ Williams, Judge, at 270-***-**** Reviewed applications, signed and authorized execution of warrants and emergency orders, including search warrants, warrants of arrest, bail decisions, orders for involuntary commitment, emergency custody orders, emergency protective orders, and other exigent orders.

Associate Attorney, 02/1996 – 06/2001, 12/2003 — 03/2004 LAW OFFICES OF STEVE P. ROBEY

P.O. Box 302, Providence, KY 42409 (Office has closed - contact number unknown) Practiced trial and appellate law in state and federal courts, in criminal and civil litigation, including personal injury, criminal law, civil rights, family law, property law, contracts, mineral lease litigation, corporate law, & estates. Managed client intake; research; document preparation; legal representation; correspondence; billing; collection; purchasing/maintenance of books and equipment; and hiring, training, and supervision of support staff. Streamlined case management, tickle and billing systems, reducing oversights and errors.

Law Clerk, 08/1990 – 12/1992

KENTUCKY RESOURCES COUNCIL

P.O. Box 1070, Frankfort, KY 40601

Contact: Tom FitzGerald, Director, at 502-***-**** Administrative Assistant. Office support duties, aiding environmental law research, legislative research, report writing, and general administrative support of fundraising, advocacy and lobbying efforts in the home office of a Kentucky non-profit, environmental-advocacy organization involved in legislative lobbying, grass-roots education efforts, and litigation. Promoted to Researcher, locating information on existing environmental conflicts and applicable federal regulations. Promoted to Law Clerk, performing legal research, writing, and occasional travel to deliver KRC’s position in-person, at public meetings/forums on specific local issues, such as environmentally-hazardous sites. Researched and drafted KRC’s 1992 white paper on early-1990s federal regulations relating to the Asbestos Hazard Emergency Response Act of 1986. 4

Teaching Assistant, English Composition, 08/1991 – 05/1992 KENTUCKY STATE UNIVERSITY

Frankfort, KY 40601

Contact: Human Resources Department, at 502-***-**** Instructed four freshman English composition courses in Developmental Studies Department, two semesters. Collaborated in developing lesson plans; implemented and modified lesson plans as necessary throughout semester; compiled attendance records; developed, administered, and graded homework assignments and tests; scheduled and attended individual student progress conferences; held open office hours for student questions and concerns. References

Grant Helman, Esq.: 502-***-**** (w), or email ad11g7@r.postjobfree.com. Donna Foust, Esq.: 502-***-**** (c)

Ned Pillersdorf, Esq.: 606-***-**** (w), 606-***-**** (c), or email ad11g7@r.postjobfree.com. Hon. Janet L. Stumbo, J. (Ret): 606-***-****, or email ad11g7@r.postjobfree.com. Tom FitzGerald, Director, Kentucky Resources Council: 502-***-****, or email ad11g7@r.postjobfree.com. Vicki Lloyd, Human Resources, J. Russell Lloyd, P.S.C.: 502-***-****, or email ad11g7@r.postjobfree.com. John Rosenberg, Esq.: 606-***-****, or email ad11g7@r.postjobfree.com. Bill Slone, Esq.: 606-***-**** (w), 606-***-**** (c), or email ad11g7@r.postjobfree.com. Additional references available upon request.

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