Legal Affairs Training Session Archives

Below is information on past training sessions, including the presentation materials for selected sessions. If you have any questions or would like to suggest future legal training topics, please contact the Office of Legal Affairs.


Campus Response to Student Behavioral Concerns: Three Levels of Care

  • Thursday, March 21, 2019; download presentation
  • Presented by Jeff Baker, Police and Public Safety; Christine Reed Davis, Dean of Students Office; Larry Gourdine, Student Assistance and Support Services; Jesh Humphrey, Institutional Integrity; and David Spano, Counseling and Psychological Services.
  • UNC Charlotte faculty and staff occasionally confront or learn about student behaviors that are troubling, disruptive, or even threatening. This session outlined the cross-divisional approaches taken by the university to assess and address concerning student behaviors through three levels of interconnected care: the Niner Care Team, the Campus Behavioral Intervention Team, and the Threat Assessment Team.  Presenters discussed how to report concerning behaviors to the university, how those reports are managed, the resources utilized to assess risks and provide student support, as well as the laws, policies, and other considerations that govern how information about student behavior is conveyed to the university community.  

Do You Have My Back?: When Employees Are Legally Protected By the University and When They Are Not

  • February 20, 2019; download presentation
  • Presented by Jeff Jensen, Senior Associate General Counsel
  • This session, intended for all categories of university employees, was a discussion about under what circumstances employees are legally protected by the university.  We discussed situations in which the university would be liable for an employee's conduct and provide them legal representation and indemnification, and other situations when the employee would be personally liable for her/his conduct.  The following legal concepts were explored: (1) scope of employment; (2) fraud, corruption and actual malice; (3) conflict of interest; and, (4) matters not in the best interest of the State of North Carolina.

The Proposed Title IX Regulations and What They Might Mean for UNC Charlotte

  • January 30, 2019; download presentation
  • Presented by Sarah Edwards, Associate General Counsel, and Michelle Reinken, Title IX Coordinator
  • The federal government has proposed new rules that would govern how universities respond to incidents of sexual harassment and sexual assault.  So, what does that mean for UNC Charlotte? Sarah Edwards, Associate General Counsel, and Michelle Reinken, Title IX Coordinator, walked through the proposed Title IX regulations, explained the process that must occur before the new rules are final, and discussed what the rules, if enacted, might mean for UNC Charlotte's students and employees.

Preventing and Responding to Sexual Harassment in the Break room and Classroom: What the #metoo Movement Means for Faculty Supervisors

  • November 15; download presentation
  • Presented by Sam Sears, Deputy General Counsel, and Lynne Conner, Chair & Professor, Department of Theater
  • This training is designed for faculty supervisors who are tasked with managing prevention and response to sexual harassment among faculty and between faculty and students in their respective departments. Sam Sears, Deputy General Counsel, and Lynne Conner, Chair & Professor, Department of Theater, discussedthe implications of the #metoo Movement on institutional prevention of and response to sexual harassment.  The panelists also reviewed faculty supervisors' obligations under applicable law and University policy to prevent and respond to reported sexual harassment, including their obligations as "responsible employees" under Title IX.  The panelists concluded by discussing the many campus resources available to help faculty supervisors navigate these difficult issues.

Navigating Accommodation Requests for Emotional Support Animals on College Campuses

  • July 19, 2018; download presentation
  • Presented by Kris Caudle, Legal Fellow for the Office of Legal Affairs and Gena Smith, Director of Disability Services
  • This session provided an overview of federal disability laws and UNC Charlotte policies related to the use of emotional support animals on campus, with a focus on: (1) the distinction between service animals and emotional support animals; (2) FHA regulations governing emotional support animals in on-campus residences; (3) managing conflicting disability scenarios; and (4) practical considerations in analyzing accommodations requests.

Do You Have My Back?: When Employees Are Legally Protected By the University and When They Are Not

  • June 20, 2018; download presentation
  • Presented by Jeff Jensen, Senior Associate General Counsel
  • This session is intended for all categories of university employees, discussing in which situations the university would be liable for an employee's conduct and when the employee is accepting personal liability.  Some possible scenarios include advising student organizations, injuring another employee on the job, signing contracts, providing consulting services to outside groups, and other tricky situations.  

Crisis Management and Communication: A Balancing Act

  • May 22, 2018; download presentation
  • Presented by Jesh Humphrey, Vice Chancellor and General Counsel; Catherine Mitchell, Assistant General Counsel; Kris Caudle, Legal Fellow; Christy Jackson, Director of Communications for Business Affairs; Buffie Stephens, Director of Issues Management and External Media Relations
  • Recently, a UNC Charlotte student was in the news for ideations of gun violence.  During this presentation the presenters discussed the University's approach to such situations and the competing considerations when communicating updates to students, employees, and the media.  Presenters provided an overview of legal standards, University policies and processes, and a behind-the-scenes look at what factors drive decisions about what to communicate and how.  They then walked through a hypothetical crisis scenario together to help attendees better understand the complexities of decision-making during a crisis situation and how the University navigates these challenging issues.

An Insider's Guide to the NEW Records Retention Schedule

  • April 24, 2018; download presentation
  • Presented by University Public Records Officer Tina Dadio and University Archivist Katie Howell
  • This presentation provided a review of the new records retention policy that has been recently rolled out by the Department of Natural and Cultural Resources governing the destruction or other disposition of university records, including identifying what a record is and why we need to retain or destroy it.  Where can I find the records retention policy?  Who is responsible for archiving documents in my department?  Does my office have an internal policy related to archiving records?  This presentation helps answer these questions and includes more information about best practices related to the preservation and destruction of departmental records.

Copyright primer

  • March 21, 2018; download presentation
  • Presented by Deputy General Counsel Sam Sears and Copyright and Licensing Librarian Kate Dickson 
  • This presentation provided attendees an overview of copyright law and applicable UNC Charlotte copyright policy, with a focus on: (1) university, employee, and student rights in copyrighted works created within the scope of employment or enrollment at UNC Charlotte, and (2) the fair use exception to students' and employees' use of copyrighted works in the educational setting.  Attendees learned the four-part fair use analysis and practice applying it in several hypothetical examples, in order to gain confidence working with fair use in everyday situations.

Let’s Make a Deal: The Dos and Don’ts of Managing University Contracts

  • February 21, 2018; download presentation
  • Presented by Associate General Counsel Sarah Edwards  
  • This session provided a review of the university's contract checklist, including state law and other negotiating parameters. It also included a discussion of the acceptability of electronic or digital signatures, who is permitted to sign what types of contracts, and whom to contact depending on your contract's subject matter. 

FERPA REFRESHER

  • January 24, 2018; download presentation
  • Presented by  Vice Chancellor for Institutional Integrity and General Counsel Jesh Humphrey
  • This program reprised our always-popular FERPA refresher course.  In our increasingly technological society, we continue to face new questions about what information constitutes a student's education record, what texts or emails might qualify as written consent, and how to protect our students' privacy in various databases and online. This session answers some of those questions.

Who Ya Gonna Call?  Essential Speed-Dials for All Your University Problems

  • November 17th, 2017; download presentation
  • Presented by Samantha Sears, Deputy General Counsel, and Jeanne Madorin, Executive Director of Human Resources for EPA Non-faculty Administration, Employee Relations, and Compliance
  • This program is an extension of a session offered at OLA's Annual Legal Symposium addressing discrimination, harassment, and retaliation.  The presenters provide an overview of a number of UNC Charlotte policies that govern the workplace, including University policies outlining the rights of employees with disabilities, the rights of employees who qualify for protected leave under the FMLA, and the policies prohibiting discrimination, harassment, and retaliation.  The presenters then discuss scenarios related to these topics and, as suggested by the title of the program, identify campus resources available to faculty and staff to help navigate these challenging issues. 

Secondary Employment, Outside Commitments, and Employee Liability Protections - Applicable Policies and Best Practices You Should Consider

  • September 14, 2017
  • Presented by Jeff Jensen, Senior Associate General Counsel
  • For any employee who has another job outside the university, who owns or operates his/her own company, who consults regularly, or who participates on outside boards, this session will address the questions and concerns that might be circulating around those activities. Jeff  Jensen explains the university policies that govern these relationships as well as what employee protections might come into play with university-related work.

Legislative Update

  • August 9, 2017; download presentation
  • Presented by Catherine Mitchell, Assistant General Counsel
  • The North Carolina General Assembly had a busy session again this year, which culminated in several pieces of legislation that affect UNC Charlotte.  Catherine Mitchell walks us through what new laws will change the way we do business as well as what proposed legislation did not become law.  From student-athletes to free speech, from budget cuts to diversity and inclusion offices, from gun bills to enrollment growth, there is something for everyone!

Public Records Refresher

  • July 19, 2017; download presentation
  • Presented by Tina Dadio, University Public Records Officer
  • Tina Dadio reviews the basics of public records law, including what constitutes a public record, how long we have to keep a public record, how the Public Records Act interacts with FERPA, and the consequences of destroying records too early.  She also covers specific scenarios with emails, Facebook/text messages, personal mobile devices, and other technological advances that put a wrinkle into our tried-and-true rules.  


FERPA Refresher

  • June 14, 2017; download presentation
  • Presented by Jesh Humphrey, Vice Chancellor and General Counsel, and Olga Polorelsky, Registrar's Office
  • Our very own general counsel Jesh Humphrey joins with Olga Pogorelsky from the Registrar's Office to provide the always-popular FERPA refresher course.  In our increasingly technological society, we continue to face new questions about what information constitutes a student's education record, what qualifies as written consent, and how to protect our students' privacy in various databases and online.  Jesh and Olga hit the FERPA highlights, covered new issues they've seen, and spent time fielding questions from the audience.

 "But I Posted It on My Personal Page!": Limits to Free Speech for Faculty and Staff in the Social Media Age

  • May 24, 2017; download presentation
  • Presented by Catherine Mitchell, Assistant General Counsel
  • In this era of robust social and political discussions, faculty and staff often share their perspectives online.  This session reviews the basic principles of free speech rights for faculty and staff, including what questions to ask oneself (such as "Am I wearing my university employee hat when I post this?").  We also discuss what university policies are implicated by online postings as well as recent cases at other universities that put free speech principles to the test.

Do You Have My Back?: When Employees Are Legally Protected By the University and When They Are Not

  • March 16, 2017; download presentation
  • Presented by Jeff Jensen, Senior Associate General Counsel
  • This presentation is appropriate for all categories of university employees as we discuss in which situations the university would be liable for an employee's conduct and when the employee is accepting personal liability.  Some possible scenarios include advising student organizations, injuring another employee on the job, signing contracts, providing consulting services to outside groups, and other tricky situations.

Yes, No, or Maybe: How to Negotiate University Contracts