Events Calendar

Below you will find information on upcoming conferences, classes and webinars.

Also check out our Local Association Events page for events running at your local LSA or LPA.

Outlook: Get Control of Your Inbox! – March 2, 2021

Note: This is the same webinar as March 17th. Choose the date that works best for you!

Join us as we learn time-saving tips for getting control of your Outlook Inbox!

Move, flag and respond to email messages automatically with Rules and Quick Steps, make important messages stand out by color coding with Conditional Formatting; arrange and view your messages into threads in chronological order with Conversations, use Cleanup to do some email spring cleaning… and more!

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About the Trainer

Marni Beach offers a unique combination of over 25 years of civil litigation legal secretary experience and advanced computer support and technology training skills. No matter the topic, Marni always delivers upbeat, user friendly training, easily adapting to both attorney and support staff environments of any size and level of experience. With a professional yet relaxed teaching style, a sincere love to teach, a vast knowledge-base and sense of humor, your training sessions with Marni are guaranteed to be both educational and enjoyable.

Legal Support Solutions is an affiliate of Legal Professionals, Incorporated, an approved provider, and certifies that this activity is approved for 1.0 hours of CCLS credit. This webinar does not qualify for MCLE credit.

Discovery Requests, Responses and Document Productions – March 4, 2021

March 4, 2021 – 12:00-1:00PM

Presented by: Lisa Cox, Senior Paralegal at the Gomez Law Firm

About the Trainer


Lisa Cox is a civil litigation paralegal and notary public. For the past 30 years, she has specialized in personal injury, employment law, class actions, medical malpractice, commercial litigation and complex business litigation. She has worked at the law firms of Bernstein Litowitz Berger & Grossmann; Chapin Fitzgerald & Sullivan; Latham & Watkins; Gordon & Rees; U.S. Attorney’s Office for the Southern District of California; Grace, Brandon, Hollis & Ramirez; Monaghan & Strauss; and Ault, Deuprey, Jones and Gorman.

In 1990, Lisa obtained an AA Degree in Paralegal Studies from Kelsey-Jenney Business College, where she was selected as the outstanding graduate, graduating number one in her class.

Lisa is a member of the Consumer Attorneys of San Diego, Lawyers Club of San Diego, and San Diego Paralegal Association. In 2015, she was the recipient of the Consumer Attorneys of San Diego President’s Award. Lisa currently serves on the Consumer Attorneys of San Diego’s Membership Committee and is co-chair of the Events’ Committee. Lisa organized the Consumer Attorneys of San Diego’s first educational programming specifically designed for paralegals and legal support staff, and spearheaded the Consumer Attorneys of San Diego’s Annual Toy Drive, providing toys for children who would not otherwise have a Christmas. She previously served on the San Diego Met High School Mentor Advisory Board and San Diego County Bar Association Children at Risk Committee.

In her spare time, she enjoys spending time with her family, taking bootcamp and spin classes, and playing softball.

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Requesting Your Client’s Medical Records – March 9, 2021

Presenter: Vanessa Buffington

This webinar is designed to assist you with requesting your client’s medical records from various facilities. We will go over topics such as HIPAA compliance, client authorization, requesting records from private practices, billing records and more.

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Outlook: Get Control of Your Inbox! – March 17, 2021

Note: This is the same webinar as March 2nd. Choose the date that works best for you!

Join us as we learn time-saving tips for getting control of your Outlook Inbox!

Move, flag and respond to email messages automatically with Rules and Quick Steps, make important messages stand out by color coding with Conditional Formatting; arrange and view your messages into threads in chronological order with Conversations, use Cleanup to do some email spring cleaning… and more!

Download flyer

About the Trainer

Marni Beach offers a unique combination of over 25 years of civil litigation legal secretary experience and advanced computer support and technology training skills. No matter the topic, Marni always delivers upbeat, user friendly training, easily adapting to both attorney and support staff environments of any size and level of experience. With a professional yet relaxed teaching style, a sincere love to teach, a vast knowledge-base and sense of humor, your training sessions with Marni are guaranteed to be both educational and enjoyable.

Legal Support Solutions is an affiliate of Legal Professionals, Incorporated, an approved provider, and certifies that this activity is approved for 1.0 hours of CCLS credit. This webinar does not qualify for MCLE credit.

Broadway’s Hamilton: How We Perceive Ourselves and Our Constitution – March 18, 2021 – FREE

12:00-1:00PM

Debuting on Broadway in 2015, Lin-Manuel Miranda’s musical Hamilton won 11 Tony Awards including Best Musical, the 2016 Grammy Award for Best Musical Theater Album, and the 2016 Pulitzer Prize for Drama.  A film version of the stage production was recently released on Disney Plus.  Former First Lady Michelle Obama is said to have labeled this hip-hop story of the Founding Fathers “the best piece of art in any form that I have ever seen in my life.”  But Hamilton is much more than an artistic success.  The New Yorker called it “an achievement of historical and cultural reimagining.”  For the younger generation in particular, the music and the story are shaping how America’s founding and the founding generation are perceived.

In what he hopes will be a discussion of general interest, Justice Dato will share his thoughts on the broader implications of Hamilton as Americans continually reevaluate who We are as a People.  His comments will blend musical theater with American history and popular culture with constitutional law in painting a landscape that is both personal in some of its details and universal in its application.

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Justice William Dato

Justice William Dato was confirmed to the Court of Appeal, Fourth Appellate District, Division One in February 2017. Previously he was a judge of the San Diego Superior Court for 13 years, serving as supervising judge of the North County branch, presiding judge of the court’s appellate division, and in a variety of substantive assignments.  Before his appointment to the bench, Justice Dato was a certified appellate law specialist in private practice and worked as an appellate court staff attorney with the California Supreme Court and California Court of Appeal. He has also been an adjunct professor at both the University of San Diego School of Law and California Western School of Law, teaching appellate practice and products liability.  He is currently a member of the California Commission on Judicial Performance.

Pandemic Estate Planning for the Other 99% – March 25, 2021

12:00-1:00PM

Deb Fox will discuss the basic building blocks of an integrated estate and incapacity plan that everyone needs, regardless of personal wealth. For example, she’ll review the difference between wills and trusts, financial powers of attorney and advance health care directives. She will also go over the common pitfalls of existing estate plans (i.e. outdated beneficiary designations for retirement accounts, inappropriate successor fiduciaries, unfunded trusts, etc.) She will also answer your general estate planning questions.

Deb Fox of Fox Probate Group is a San Francisco-based probate and elder law attorney and certified specialist in estate planning, trust and probate law. She started her career as an activity director at a skilled nursing facility (think Bingo and wheel chair yoga), moved on to become a geriatric case manager for a prominent fiduciary, and eventually landed as a probate attorney. Deb specializes in estate planning (including companion animal trusts), conservatorships, and trust and estate administration. She also serves as Judge Pro Tem for the San Francisco Mental Health Calendar. You can visit her website or contact her at www.foxprobategroup.com.


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Eye on LPI- CCLS From Beginning to End – March 25, 2021 – FREE

5:30 -6:30PM

A live Zoom event with Erika and Rod

Guest Speaker: Vivian Shreve, CCLS and many surprise guests!

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Motion for Summary Judgment/Adjudication – March 30, 2021

Presenter: Vanessa Buffington

What Should Be on Your Checklist: Whether your office is filing the motion or opposing one, a motion for summary judgment and/or adjudication can be intense. A lot of hard work goes into preparing one and it can be quite a costly procedure that will set the tone for the rest of the case. This webinar will provide you with helpful information for you to prepare and make your filing go as smoothly as possible.

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87th Annual Meeting of Delegates and Board of Governors Meeting – May 2021

May 22, 2021

Location: This meeting will be conducted virtually via Zoom platform
Registration: Coming Soon