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.

Beginning Legal Secretarial Training Online Class Commencing May 17, 2022

LPI will be offering its Beginning Legal Secretarial Training Class online. This class will be an eight week, work-at-your-own-pace online session commencing May 17, 2022 and ending July 12, 2022. During the classes, the following topics will be covered:

  • Introduction to the Law Office
  • Duties of the Legal Secretary
  • Effective Telephone Skills
  • Effective Oral Communication Skills
  • Effective Written Communication Skills
  • Calendaring and Timetables
  • Basic Grammar Skills
  • Transcription and Proofreading Techniques
  • Court Structure
  • Citations
  • Service of Legal Documents
  • Preparing a Proper Caption
  • Preparation of Documents Filed with the Court
  • Basics of Civil Litigation
  • Demand for Production of Documents
  • Request for Admissions
  • Depositions/Deposition Subpoenas
  • Demand for Physical Examinations
  • Discovery Timelines. Service and Verifications

Classes will take place online utilizing video lectures, discussion boards, email, whiteboard sessions, chat rooms, and quizzes. Login information will be provided upon enrollment in the class.

The cost of the training class, which includes the Legal Secretary’s Reference Guide, is $180 for LPI members/$250 for non-LPI members. Each individual must register separately. Upon completion of the class, students will receive a certificate from LPI.

Click here for the flyer.

Overview of California Discovery Online Class Commencing May 17, 2022

LPI will be offering an online class on an Overview of California State Court Discovery. This class will be a six-week, work-at-your-own-pace online sessions running May 17, 2022 – June 28, 2022. During the classes, the following topics will be covered:

  • Interrogatories
  • Demand for Production of Documents
  • Requests for Admissions
  • Depositions
  • Demand for Physical Examinations
  • Deposition Subpoenas
  • Discovery Timelines and Service
  • Verifications

Classes will take place online utilizing video lectures, discussion boards, email, whiteboard sessions, chat rooms, and quizzes. Login information will be provided upon enrollment in the class.

The content of this class is designed for legal secretaries and those studying for the California Certified Legal Secretary examination.

The cost of the class is $125 for LPI members/$175 for non-LPI members. Each individual must register separately. Upon completion of the class, students will receive a certificate of completion from LPI.

Click here for the flyer.

May-19-22-2022-Conference-banner

Official Notice  Click Here

The Zoom link for viewing only will be sent to all LPI members on Wednesday, May 18, 2022.

Registration is closed.

Speed Mentoring

“Speed Mentoring” – LPI’s Officer-Chairmen Workshops

Friday, May 20, 2022, 9:00 – 11:45 AM at LPI’s Annual Conference ~ Santa Clara Marriott

Salons 4 & 5

Members of Legal Professionals, Inc. and all conference attendees are invited to attend for FREE!

In less than 3 hours you’ll have a chance to sit at the:

  • President’s Roundtable
  • Membership Roundtable
  • Governor’s Roundtable
  • Treasurer’s Roundtable
  • Fundraising Roundtable
  • Marketing Roundtable
  • Social Media Roundtable
  • Programs Roundtable

Click here for the flyer.

Friday, May 20, 2022 Seminars

We are offering two tracks this year.  The LSS Seminars track and the Technology track.  The Technology seminars will be recorded and the link will be provided after the conference.  So you can register to be live with the LSS track and then catch on what you missed in Technology later!

Click here for the PDF flyer.

LSS Seminars Track

LSS Track

Probate
Contesting Trust and Wills
1:30-2:30 p.m.
Speakers: Denise E. Chambliss and Ariel Siner (Hoge Fenton)

Family Law
The Courtship of Eddie’s Father
2:45-3:45 p.m.
(Divorce issues from man’s perspective)
Speaker: Jaya Reddy (Johnston, Kinney & Zulaica)

LOA/Federal
To Blunt or Not to Blunt: Marijuana Use and Employment
4:00-5:00 p.m.
Speaker: Eileen Kennedy (Berliner Cohen)

Civil/Specialty
Dissecting a Real Trial
4:00-5:00 p.m.
Speakers: Daniel Ballesteros and Ashlee Cherry (Hoge Fenton)

Pre-register (in person/Zoom):
Section Members Free; All others $15
Walk ins: LSS Members $5; All others: $20

Registration is closed.

Technology Track

Tech Track

Microsoft Word Hands On with June Hunter
1:30-2:30 p.m.

Start with the Basics Learn Word Fundamentals for Efficient Legal Professionals.

Continue with Styles
2:45-3:45 p.m.

Learn how to use and modify styles, and to create your own template for repeated use.

Two Classes for One Low Price!

LPI Members
Pre-register (in person/Zoom) $20
Walk-in $30

Non Members
Pre-Register (in person/Zoom) $35
Walk-in $45

Or take just one (in person/Zoom)

LPI Members
Pre-register $15 Walk-in $25

Non Members
Pre-Register $25 Walk-in $35

Registration is closed.

ADOBE ACROBAT – Part 4 – 5/24/2022

12:00-1:00PM

Presented by: June Hunter

So many questions, so little time!

We are adding this fourth class to go over the following:

  • Creating Stamps (ex. Trial exhibit stamps)
  • Exporting to a different file format
  • Printing options
  • File indexing

If you registered for parts 1, 2 or 3, make suure you get your coupon for $5.00 off. Email lpiwebinar@legalprofessionalsinc.org for more info.

Click here for the flyer.

Webinar – Learning About Long Term Care – May 26, 2022

Charles Hamilton

Free for all legal professionals!

Time: Noon

Speaker: Charles Hamilton

Location: Zoom

Long term care planning is foundational to a comprehensive financial plan. Tune in to this special seminar so you can learn more and get your questions answered.

There are a lot of reasons you might start thinking about long term care planning, but often it starts with a personal experience. Whether someone you love needs care right now, or you see a friend caring for a family member, that’s often the moment when you realize that this is something you may need to consider planning for.

According to a recent survey, the average age of a caregiver is 49. That’s an age when a lot of people are juggling work/life balance and family needs, even before adding in the work of being a caregiver.

The survey found that most caregivers were providing six or more hours of care a day, with women and millennials logging the most hours.

A lot of people could find it challenging to take on that level of responsibility, and being a caregiver could take an emotional, physical and financial toll as well. That’s what makes it so important to talk to your family about their plans for long-term care, and to have a plan in place for yourself, too.

Charles Hamilton is a Financial Advisor and Development Director with Northwestern Mutual. He is a single dad with a 15 year old daughter. He resides in the Montrose area of Glendale with offices is in DTLA. An active networker and community member, He is involved in the LA5 Rotary and the Los Angeles World Affairs Council & Town Hall to name a few. In his spare time he enjoys playing guitar, yoga and trying to improve his atrocious golf game.

Learning About Long Term Care

Download flyer

Location: Zoom link will be provided at a later time.

Webinar – United States District Court, Northern District – June 2, 2022

Kathleen Shambaugh

This webinar is part of the LSS Summer Court Series.

Time: Noon

Speaker: Kathleen Shambaugh, Chief Deputy of Operations

Location: Zoom

This webinar will focus on the governance, jurisdiction and organizational structure of the Court, including the impact of COVID-19.

Kathleen Shambaugh is the Chief Deputy of Operations for the US District Court, Northern District of California (CAND). She has been with the court since July 2014 in this role. Prior to CAND, she worked in the state court system for the Superior Court of the State of California, County of Contra Costa for 20 years. She began her career in the judiciary as a courtroom clerk (CRD), transitioned into operations management and retired from state court in July 2014. Kathleen is also a Fellow of the Institute of Court Management through the National Center for State Courts, completing the program in a graduation ceremony at the U.S. Supreme Court in Washington, D.C. as a member of the class of 2014. She holds a J.D. from Pepperdine University School of Law in Malibu, CA and a B.A. in Political Economy from University of the Pacific. In Stockton, CA.

LSS Summer Court Series

Click here for the flyer.

Advanced Discovery Online Class Commencing June 21, 2022

NextGen Legal and LPI are offering this six-week, online Advanced Discovery class running from June 21, 2022 through August 2, 2022.

You will be able to work at your own pace. Classes will take place online utilizing video lectures,discussion boards, email, live Q&A sessions and quizzes.Login information will be provided the day before the classis scheduled to begin.

Some of the topics will be covered:

  • Drafting Interrogatories(Form, Contention and Special Interrogatories)
  • Drafting Demand for Production of Documents
  • Drafting Requests for Admissions
  • Drafting Deposition Notices
  • Drafting Demand for Physical Examinations
  • Drafting Deposition Subpoenas
  • Drafting Subpoenas for Production of Documents
  • Motions to Quash
  • Answering Interrogatories
  • Answering Demand for Production of Documents
  • Answering Requests for Admissions
  • Objections to Discovery Requests
  • Meet and Confer Letters
  • Motions to Compel Further Responses

Classes will take place online utilizing video lectures, discussion boards, email, whiteboard sessions, chat rooms, and quizzes. Login information will be provided upon enrollment in the class.

The cost of the training class is $200 for LPI members/$250 for non-LPI members. Each individual must register separately. Upon completion of the class, students will receive a certificate from LPI.

Cost includes an Advanced Discovery Reference Guide.

Click here for the flyer.

Trial Preparation Online Class Commencing June 21, 2022

NextGen Legal and LPI are offering this eight-week, online Trial Preparation class running from June 21, 2022 through August 16, 2022.

You will be able to work at your own pace. Classes will take place online utilizing video lectures,discussion boards, email, live Q&A sessions and quizzes. Login information will be provided the day before the classis scheduled to begin.

Some of the topics will be covered:

  • Pretrial Procedures
  • Trial Subpoenas
  • Expert Discovery
  • Non-Expert Discovery
  • Organizing Trial material and Files
  • Computers and Technology
  • Calendaring Deadlines
  • Issue Outline
  • Trial Notebook
  • Witness List
  • Witness Binders
  • Impeachment Evidence
  • Trial Exhibits and Exhibit Binders
  • Trial Brief
  • Voir Dire
  • Motions in Limine
  • Verdict Forms
  • Jury Instructions
  • Jury Selection
  • Opening Statement
  • Closing Statement
  • Bench Trials

Classes will take place online utilizing video lectures, discussion boards, email, live Q&A sessions and quizzes. Login information will be provided the day before the class is scheduled to begin.

The cost of the training class is $350 for LPI members/$400 for non-LPI members. Each individual must register separately. Upon completion of the class, students will receive a certificate from LPI.

Cost includes a Trial Preparation Reference Guide.

Click here for the flyer.

Webinar – Santa Clara Superior Court – June 23, 2022

Superior Court Santa Clara

This webinar is part of the LSS Summer Court Series.

Time: Noon

Speaker: Lydia Sepulveda, Court Manager, Alex Rodriquez, Civil Clerk Supervisor, Trang Vu, Legal Process Supervisor and Rick Rivas, Legal Process Supervisor

Location: Zoom

This webinar will focus on local rules, updates, the Court’s process changes, E-filing rules and procedures.

Lydia Sepulveda, Court Manager

Lydia Sepulveda is the Court Manager who oversees the Family, Civil and Juvenile Operations of the Superior Court of California, County of Santa Clara. Lydia brings more than 30 years of court experience and has worked in or managed nearly every area of the Superior Court. Lydia strives to ensure that each of her divisions offers equitable and professional customer service while providing accurate information.  

Alex Rodriquez, Civil Clerk Supervisor

Alex Rodriquez began her career with the Santa Clara County Superior Court in August 1997. Alex has held a supervisory position since 2005 and currently supervises the Civil Clerk’s office where she is considered a subject matter expert in the Civil filings, ie: New Complaints, Unlawful Detainers, Defaults, as well as navigating and trouble- shooting E-File and Serve. Alex is also well versed in processes surrounding the Master Trial Calendar. 

Trang Vu, Legal Process Supervisor

Trang Vu is a Legal Process Supervisor with seventeen years of experience working in the Santa Clara County Superior Court.  She currently supervises both the Family Calendar Support Unit as well the Juvenile Dependency Clerk’s Office.  Her subject matter expertise is in the area of Family Law, particularly with Ex Parte Applications and Domestic Violence Restraining Orders.

Rick Rivas, Legal Process Supervisor

Erick Rivas is the Legal Process Supervisor for the Probate and Small Claims Departments of the Santa Clara County Superior Court.  Erick, has been with the Santa Clara County Superior Court for ten years and has been working in his capacity as a Legal Process Supervisor for five years.  Three of those years specifically dedicated to supervising the Probate Department.  Erick is familiar with procedures related to Probate, ranging from Guardianships and Conservatorships, Decedent’s Estates & Trusts, Name Changes, Adoptions, and LPS/Mental Health.

LSS Summer Court Series

Click here for the flyer.

Webinar – El Dorado Superior Court – June 30, 2022

Superior Court El Dorado

This webinar is part of the LSS Summer Court Series.

Time: Noon

Speaker: Sharon Hopkins-Bright, Director of Operations

Location: Zoom

The webinar will focus on judicial updates, El Dorado Superior Court’s new case management system, new website and new public portal updates, fax filing (nCourt on-line filing) and remote appearances (CRC 3.672).

Sharon L. Hopkins-Bright, MPA: Sharon received a Master’s degree in Public Administration 2014 from California State University, San Bernardino. An accomplished results-driven legal professional with over 8 years of progressive managerial / supervisory experience and over 20 years with the Superior Court of California. She has worked for the Riverside Superior Courts, Sonoma Superior Courts, Sacramento Superior Courts and is now the Director of Operations at the El Dorado Superior Court. Sharon’s niche is for change management with extensive experience in business process reengineering that create and implement innovative processes that improve operational efficiencies. In Sharon’s previous careers she was a certified paralegal for criminal defense attorneys in Riverside and San Bernardino Ca. and prior to that a private office manager / school substitute teacher for 12 years.

LSS Summer Court Series

Click here for the flyer.

Save the dates for more LSS Summer Court Series webinars!

LSS Summer Court Series

July 2022

  • 7/7/2022 – San Joaquin Superior Court
  • 7/14/2022 – San Diego Superior Court
  • 7/21/2022 – USDC, Southern District Court

August 2022

  • 8/04/2022 – Los Angeles Superior Court
  • 8/11/2022 – Placer Superior Court
  • 8/18/2022 – USDC, Central District Court

More info coming soon!

Click here for the flyer.