Webinars on Demand

Michael will be conducting a presentation on Writs. He will share information on “What You Need to Know About Writs.”

Michael Kern, CEO of Direct Legal Support, Inc. is a 35-year veteran of the profession as well a second-generation process server. Michael has had his hand in every aspect of litigation support ever since, and directly attributes his success to his dedication to his passion for this profession.

He has educated hundreds of process servers across the county on marketing, service of process certification, marketing techniques and strategies to marketing your business, offer new services, client management & cost control, while maintaining the basic and successful philosophy that it is important to teach others for the betterment of the profession to continue to evolve and expand

He has been a member of the CALSPro, since 1992 (30 Years) and has served on board member of CALSPro for over 17 years, serving in many different capacities including President of the association. Michael has also served on the Board of Directors for the National Association of Professional Process Servers (NAPPS), including President from 2017-2019 and has been on the board of directors, since 2015. Michael has been a member of NAPPS since 1997 (25 Years). Michael is also a member/vendor of the Los Angeles Paralegal Association (LPI), since 2010 and have given several educational presentations to the membership.

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Vivian will conduct a basic overview of corporations and limited liability companies, including reference to California’s new Online BizFile filing system.

Vivian Shreve, CCLS, has been a legal secretary/assistant for more than 40 years. Vivian has been an Executive Assistant at Wilson Sonsini Goodrich & Rosati in Palo Alto, California since 2008. Vivian is the current President of SCCoLPA, where she has been a member since 2013, and she is the current CCLS Chair for Legal Professionals Inc. She is passionate about the legal field and about SCCoLPA and is looking forward to her term as President. In her spare time, Vivian enjoys cooking for her family, spending as much time as possible with her three grandsons, working with her 5-year old German shepherd and playing softball.

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Bethany will discuss copyright law in entertainment and the arts, including copyright traps for the unwary, using the Digital Millennium Copyright Act to remove infringing content online, and current hot topics such as artificial intelligence.

Las Vegas entertainment and intellectual property attorney Bethany Rabe focuses her practice on entertainment-related litigation, with particular interest in copyright, trademark, right of publicity, defamation, and Internet matters, as well as appellate litigation and brand management. Bethany also has a broad range of general commercial litigation experience.

Bethany is a Teaching Fellow at CopyrightX (an online copyright course offered through Harvard Law School, the HarvardX distance learning initiative, and the Berkman-Klein Center for Internet and Society). She is a current Editorial Board Member and Editor-at-Large, and past Editor-in-Chief, of Litigation News, the American Bar Association’s Section of Litigation flagship publication.

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Brooke will review how Marsy’s Law came to be, how Victim Services advocates for victims in the process and the role of a Victim Advocate.

Brooke is the Victim Services Coordinator for Modoc County. She is a department of one, serving as her county’s only Victim Services Advocate. In addition to her duties as Advocate, she serves as the Mass Victim Advocate, serves on the Sexual Assault/Domestic Violence Response Team. Her department is also the Child Advocacy Center, advocating for children of sexual assault. When not in court with victims, she assists with Civil Harassment Restraining Orders and Domestic Violence Restraining Orders.

Brooke is LPI’s current Liaison to the Law Practice Management and Technology Section of the California State Bar. Brooke is a Past President of LPI – prior to joining the LPI (then LSI Executive Committee) she was appointed by then LSI President Kay Thornburg to serve as Legal Secretary Training / Seminar Chair.

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Jason will review legal issues facing law enforcement and firefighters, including the Public Safety Officers Procedural Bill of Rights Act (“POBR”) and recent legislative developments, with an overview of the protections that law enforcement and other members of the public safety community have under the law that are different than the average citizen.

Jason’s practice focuses primarily on representing employees and employee associations regarding a wide range of labor and employment issues, including internal and other administrative investigations, disciplinary and termination proceedings, grievances, arbitrations, civil litigation and appellate work, collective bargaining, and actions before the California State Personnel Board, the California Public Employment Relations Board, and the National Labor Relations Board. He serves as the Chief Negotiator for a number of public sector employee associations.

Before starting Messing Adam & Jasmine LLP with his partners Gary Messing and Gregg Adam, Jason was a partner with Carroll, Burdick & McDonough LLP in the Public Sector Law Group.

Jason is an Adjunct Professor at the University of California, Davis School of Law, where he teaches a Lawyering Skills Lab, which includes instruction in topics such as Negotiations and Client Counseling. He also has been active as an arbitrator in the mandatory fee arbitration programs of both the Sacramento County Bar and State Bar of California and has arbitrated dozens of disputes both as a sole arbitrator and as a chair or member of arbitration panels.

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Our speaker Alicia will review best practices when preparing for trial, elaborating further on the part 1 webinar presented on April 6, 2023.

Alicia Aquino is the CEO and Trial Technology Consultant with Aquino Trial Services. Alicia is well-versed in legal project management, mock trials, graphics and presentation of evidence.

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Alicia Aquino of Aquino Trial Services will review best practices when preparing for the trial.

Alicia Aquino is the CEO and Trial Technology Consultant with Aquino Trial Services. Alicia is well-versed in legal project management, mock trials, graphics and presentation of evidence.

Her passion for helping others is demonstrated through her work, empowering women, fostered youth and the LGBTQ+ community.

Alicia is a community leader and very active within San Diego County; she currently serves as a Board Member on the Tom Homann LGBTQ Law Association Foundation, Committee Member of the ABA Legal Technology Resource Center and co-chair of the ABA Women of Legal Tech Summit.

She is also a member and sits on various committees with the Lawyers Club of San Diego, the American Society of Trial Consultants and Women in e-Discovery (San Diego Chapter). Most notably, she is a founding advisory board member of the Online Courtroom Project and co-author of The Online Courtroom: Leveraging Remote Technology in Litigation, published by the American Bar Association.

She has presented to several legal associations from Coast to Coast on trial preparation, trial presentation and best practices for trial and remote court proceedings.

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Roopen Parekh, Esq. will review the challenges in applying for SSDI and how you can get through those challenges.

Attorney Roopen Parekh is a partner at the firm of Gade & Parekh, LLP, and a graduate of San Jose State University and Lincoln Law School of Sacramento.

Mr. Parekh has devoted his practice to SSDI and SSI claims involving all types of physical and mental disabilities. He handles claims from the initial application to the ALJ hearing, and to the Appeals Council. Throughout his career he has conducted thousands ALJ hearings, with a strong track record of favorable outcomes.

Outside of the courtroom, Mr. Parekh has presented on SSDI and SSI issues to organizations throughout Northern California including legal organizations, homeless outreach programs, drug and rehab programs, non-profit clinics, and disability support groups.

Mr. Parekh is a long-time member of CCTLA, CAOC, the Sacramento Organization of Social Security Claimant’s Representatives, and a sustaining member of the National Organization for Social Security Claimant’s Representatives. He is also quite actively involved in his alma mater, Lincoln Law School of Sacramento, both in their Alumni Association and also a Board Member of the Lincoln Law School Scholarship Committee.

A resident of Placer County, Mr. Parekh likes to spend his free time hiking the local trails, making trips to the coast, cooking a weekend brunch for his family, going to local restaurants, or just catching a good movie on Netflix.

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Loni Klein, Esq. will review the basics of getting a guardianship case through the courts.

Loni Klein is a licensed attorney in California. She received her Bachelor of Arts degree from the University of California, Riverside before receiving her Juris Doctorate Degree from Pepperdine University School of Law. Loni works in all areas of family law including custody, dissolutions, guardianships, paternity, step-parent adoptions, surrogacy and ovum donation, children’s counsel, and grandparent / step-parent visitation. Loni is also court appointed to represent minor children in Orange County.

Loni has extensive experience assisting children and families through the legal process. Loni worked for Orange County law firms as a family law clerk, a legal assistant and an investigator in children’s cases before starting her career as an Attorney with A Center for Children and Family Law in 2003. Loni is a member of the Orange County Bar Association, the Los Angeles County Bar Association, National Association of Counsel for Children and Academy of California Adoption Attorneys/ Academy of California Family Formation Lawyers (ACAL/ACFFL).

Loni resides with her husband Rob and their two sons near in South Orange County. In her free time Loni enjoys spending time with her family, traveling, golfing, snow boarding and being outdoors.

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This webinar was recorded at the Quarterly Conference by attorney, Azita Rahim, Esq. Ms. Rahim will be reviewing current updates in the Law concerning State and Probate matters.

Azita Rahim is an Associate Attorney in the Trust Administration, Probate and Trusts and Estates Litigation departments at Johnston, Kinney & Zulaica LLP.

Azita has extensive experience in probate and trust administration. Prior to joining JKZ, Azita was a paralegal at Venable LLP. Her experience caters to high-net-worth trust administration, estate planning and business planning.

Azita attended law school while working full time and is a graduate of Golden Gate University School of Law with Certificates of Specialization in Public Interest Law and Litigation. She was awarded the Witkin Award for Academic Excellence in both Legal Ethics in Criminal Law and Appellate Advocacy and received the highest grade in her class. Azita also received the CALI Award for Excellence in Contracts, Criminal Law, and Alternative Dispute Resolution.

During law school, Azita was a member of the Moot Court team and competed in the 2018 ABA National Appellate Advocacy competition. She was also a member of the Mock National Trial Advocacy team and placed 1st at the 2018 California Attorneys for Criminal Justice competition.

Azita lives in Manteca with her husband, two children and dog. In her spare time, she loves traveling and hiking.

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Randy Drew on February 9, 2023. According to Randy, there’s nothing else like mediation. And we’re doing it wrong. Mediation is the best hope for humanity, yet many mediators don’t understand the center of the power of mediation. Arbitration, private litigation, is the antithesis of mediation. Mediation is the only form of

Assisted Dispute Engage (ADE) for which volition is a defining characteristic. He contends that a better state of social peace and justice is achievable when the legal and mediative systems work together.

Lawrence Randall Drew’s life as “Mediator L Randy Drew” can be tracked to a moment in 2011. Drew is a co-founder and the Mediation & Education Systems Director of Southern California Family Mediation Inc. (SCFM). SCFM became a 501(c)3 nonprofit in 2019, and is totally reliant on private funding. SCFM mediators have served 4,000 families, since 2014, with agreement rates above 92%. The bulk of SCFM’s resources are currently engaged in serving co-parenting families at the 33 Los Angeles County dependency courts. SCFM helps co-parents, foster parents & guardians create their co-parenting, visitation, or contact plans. SCFM mediates freedom from custody, contested adoptions, and adoption-related matters at various California court systems.

Since 2016, Drew’s been teaching Advanced Family and Dependency Court Mediation. Other education offerings include Advanced Adoption-Related Conflict Mediation, and Conflict Communication & Mediation Education systems. MediatorU.com is in development for beginner mediators. MediatorYou.com is free, because anyone can learn best practices & skills of mediation, and everyone needs a mediator sometimes.

Drew grew up in Van Nuys, California, in a two-parent family with two older sisters. Drew has an MBA-ADR from Pepperdine University (2009). In 2011, the moment he read “The Vibrations of Conflict” by Ken Cloke, Drew knew that mediation could save the world. But how? Drew continues his lifelong passion developing and teaching the benefits and techniques of Rapid Dialectic Teleological Agreement Creation. Mediator Drew has mediated for more than 900 families, and rescued 150 mediations for other mediators.

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Charles will review how Social Security works, concerns about social security, and the four tips for maximizing your benefits.

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.

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This introductory webinar will discuss the basics of the residential and commercial purchase and sale agreement and the legal support the professional’s role in ensuring a successful transaction.

Russell Morse is Senior Of Counsel in Meyers Nave’s Land Use, Environmental Law, and Real Estate Practice Groups. His practice focuses on land use entitlement, environmental review permitting, and real estate transactions with an emphasis on real estate development projects.

Russell’s background includes land use experience prior to becoming an attorney. He was a co-founder and managing member of a Los Angeles-based real estate investment and development company and he worked as an archaeologist and geo-spatial analyst investigating development sites to determine the presence of significant archaeological artifacts.

While in law school, Russell served as Chief Note and Comment Editor on the Loyola of Los Angeles Entertainment Law Review (2006-2007) and received the Donald Hagman G. Land Use Scholar Award (2006-2007).

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Kristof D. Szoke, Esq. is a senior associate attorney with Meyers Nave. Kristof will review the difference between attorney-client privilege and an attorney’s duty of confidentiality for client information.

Kristof a Senior Associate in the Trial and Litigation, and Eminent Domain and Inverse Condemnation Practice Groups. Kristof started his career working in the New York office of a large international law firm where he gained experience litigating complex commercial cases, handling intellectual property matters (trademarks, copyright, and trade secrets), and resolving disputes during bankruptcy proceedings.

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Heather L. Rosing, CEO and President of Klinedinst PC and the long-standing Chairperson of the Complex Litigation and Professional Liability Department, will review the California Rules of Professional Conduct, their evolution, and how they are important to legal support professionals. Heather will also check any recent updates to the Rules of Professional Conduct.

A Certified Specialist in Legal Malpractice Law, Ms. Rosing also represents professionals before disciplinary agencies, including the State Bar of California, and represents judges and commissioners in matters before the Commission on Judicial Performance.

Born in the Chicago area, Ms. Rosing attended the University of Illinois and Northwestern University School of Law, where she served as president of the Student Bar Association and received the prestigious Wigmore Award. She has been licensed to practice law in California since 1996, and in Illinois since 1997.

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Carla Clark will review calendaring, show why it’s important, give some examples, and provide some codes that will be helpful in the future.

Carla is a member of San Diego Legal Secretaries Association and at the time of the webinar was the current president of the association. Carla has been a legal secretary for over 25 years but five years ago decided to teaches civil litigation and educate others. Carla specializes in complex litigation on the state and federal level.

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During this second session of Ethics Diane will review Confidentiality of Information, Conflicts of Interest, Safekeeping Property, Duties to Prospective Clients, Legal Advice, Safeguards.

Diane M Mecca is a Certified Paralegal and Certified Bankruptcy Assistant and a member of Stanislaus County LPA. Diane grew up in Wisconsin before moving to California. She attended CSU, Stanislaus and graduated in 1998. Diane has been a Certified Instructor and teaching at Abrams College since September 2004. Diane is also co-owner of 1st Class Legals in Modesto. Diane loves golf, traveling and spending her time with her grandson David who is the light of her life.

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Diane M. Mecca, CP, CBA. During this first session of Ethics Diane will review Competence, Scope of Representation, Diligence, and Communication.

Diane M Mecca is a Certified Paralegal and Certified Bankruptcy Assistant and a member of Stanislaus County LPA. Diane grew up in Wisconsin before moving to California. She attended CSU, Stanislaus and graduated in 1998. Diane has been a Certified Instructor and teaching at Abrams College since September 2004. Diane is also co-owner of 1st Class Legals in Modesto. Diane loves golf, traveling and spending her time with her grandson David who is the light of her life.

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The speakers, Sandi Miller and Michelle Kee, gave brief overview of the role a probate referee plays in the probate process, give some examples of problems or difficulties that can arise, (procedural or specific kinds of property), and explain some things lawyers can do to make the process easier for the referees and more expedient for counsel.

Sandi Miller is the Probate Referee for the Santa Barbara Superior Court as well as a Real Estate Appraiser and Real Estate Broker. Sandi attended CSU Fresno, CSU Long Beach and obtained her Bachelor of Science degree in Political Science as well as Psychology in 1982. She also attended Western State University, College of Law in Fullerton. Since being an appraiser since 1984 and becoming a Probate Referee for Santa Barbara Superior Court she evaluates everything within an estate.

Michelle Kee is the Probate Referee for San Luis Obispo Superior Court as well as the daughter of Sandi Miller. She grew up in Santa Barbara County and attended Cal Poly in San Luis Obispo obtaining her Bachelor of Science degree in Sociology. She is finishing up her last semester in law school and plans on taking the bar in February of 2023.

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Kenny Pierce, of Pierce and Company, will review what impact rising interest rates have on record home prices. This growth in value and the fear of overpaying for real property is fueling the emotions of our divorcing clients. This real property apportionment presentation will revisit the basic Moore-Marsden principles and will apply them to refinancing events, changes in title, and the tracing of equity withdrawals to other assets. The goal of the presentation is to help you tell a simple story so that you can settle your cases.

Kenny Pierce is a business appraiser and family law forensic accounting expert. He has been engaged on hundreds of complex, high net worth marital dissolutions, and has been qualified as an expert and testified in California Superior Court in seven counties.

Kenny earned his Masters of Business Administration (MBA) from the Paul Merage School of Business at University of California, Irvine. He earned the Accredited in Business Valuation (ABV) credential from the Association of International Certified Professional Accountants (AICPA). He earned both the Certified Valuation Analyst (CVA) certification and the Master Analyst in Financial Forensics (MAFF) certification specializing in Matrimonial Litigation from the National Association of Certified Valuators and Analysts (NACVA).

Kenny is an associate member of the Association of International Certified Professional Accountants (AICPA), a member of the AICPA Forensic and Valuation Services (FVS) Section, an associate member of the CalCPA Forensic Services Section, and an associate member of the Family Law Section of the State Bar of California.

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In this webinar, Mr. Scrivano will speak about caring for a loved one with declining health. These new concerns can involve in-home care, assisted living, board-and-care, or even a nursing home.

Bob Scrivano is an independent senior care consultant and financial planning specialist based in Sacramento. For over 20 years, he has been the host of the weekly radio program Assets & Aging: Affording the Future on KFBK 1530AM / 93.1FM. The program is broadcast LIVE every Sunday evening from 7:00-8:00pm.

His experience as a consultant has given him a wealth of knowledge and insight into the many considerations facing senior citizens and their families, from the legislative and bureaucratic to the logistical and practical to the emotional and intimate and personal. He understands what families can expect when trying to care for a loved one with disabilities or diminished competence. He understands how to navigate all the diverse and overwhelming financial challenges, but realizes that the challenges are never only financial.

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Michael Kern reviews the basic do’s and don’ts of e-recording documents with the California Recorder’s Offices.

Michael Kern, CEO of Direct Legal Support, Inc. is a 35-year veteran of the profession as well a second-generation process server. Michael has had his hand in every aspect of litigation support ever since, and directly attributes his success to his dedication to his passion for this profession.

Michael has educated hundreds of process servers across the county on marketing, service of process certification, marketing techniques and strategies to marketing your business, offer new services, client management & cost control, while maintaining the basic and successful philosophy that it is important to teach others for the betterment of the profession to continue to evolve and expand.

Michael has been a member of the CALSPro, since 1992 (30 Years) and has served on board member of CALSPro for over 17 years, serving in many different capacities including President of the association. Michael has also served on the Board of Directors for the National Association of Professional Process Servers (NAPPS), including President from 2017-2019 and has been on the board of directors, since 2015.

Michael has been a member of NAPPS since 1997 (25 Years). Michael is also a member/vendor of the Los Angeles Paralegal Association (LPI), since 2010 and have given several educational presentations to the membership.

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Rebecca Patterson, Isela Romo, Suzette Cade, and Heidi Nelson staff of the Sacramento Superior Court review how to submit documents in the dropbox, local rules, internal routing, turn-around times, and how to deal with rejected documents.

Speakers Bio:

Rebecca Patterson – obtained a Bachelor’s of Science in Criminal Justice and Human Biology from Sacramento State in 2009. Since 2006, she worked as a Coroner Technician performing death investigations in Sacramento County. In 2014, Rebecca began working for Sacramento Superior Court as a Courtroom Clerk. She was assigned to the Supervising Judge’s department and has since promoted her way to Supervising Courtroom Clerk. Today she supervises the courtroom support unit which includes courtroom clerk, court reporter, and, probate deputy clerk units.

Isela Romo is a lead clerk at the Gordon D. Schaber location and is part of the Civil Case Management Team.

Suzette Cade is a lead clerk with the court and has worked with the court for fourteen years.

Heidi Nelson is the Operations Manager for the Family Law Division.

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Angela Jae Chun will reviews Discovery Do’s and Don’ts as well as practical tips when handling a case.

Angela Jae Chun is a trial lawyer and the owner of the Law Office of Angela Jae Chun, a plaintiff’s law firm committed to providing people who have suffered injury or loss with quality and ethical legal representation. Angela provides client-focused, skilled advocacy for people against insurance companies and/or corporations. She has a multi-faceted practice representing only plaintiffs in serious personal injury, products liability, employment, maritime, and wildfire cases in both state and federal court. Angela does the work and fights hard to obtain justice for her clients.

Born and raised in Central California, Angela is the daughter of South Korean immigrants who moved to the United States in pursuit of the American dream in 1975. She is a proud second-generation Korean-American who learned the true meaning of hard work from her parents. Angela always knew she was going to be a lawyer. She graduated from UC San Diego in 2003 with a bachelor’s degree in Political Science and an emphasis in Public Law and a minor in Law and Society. She earned her law degree from California Western School of Law in 2006.

Angela is most proud of her family. Her biggest accomplishment is marrying her husband and best friend, Philip, who she met at UC San Diego. A true American hero, Philip has served over 20 years in the US Army and is currently a firefighter. Together, they happily raise their two young daughters, Ellie and Mia, and their dog, Margo. In her spare time, Angela enjoys yoga, boot camp, step aerobics, walking 10,000 steps a day, and dancing with her Ajumma EXP sisters.

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Charles Hamilton, Wealth Manager, Director, CFP with Northwestern Mutual, review managing debt. With a reminder that not all debt is bad debt and how to balance paying off debt with other financials goals.

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.

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Nancy will review e-filing and other essential updates within the court. Speaker Bio

Nancy Hackney, has been with the federal court for twenty-one years. She is currently a CM/ECF Administrator. Nancy works along with a team of CM/ECF Administrators to update the CM/ECF system.

Nancy and her team also manage the CM helpdesk. Prior to joining the CM/ECF team she was a docket clerk and worked in various positions within the clerk’s office. She then became a Judge’s Magistrate core clerk for several years. Nancy was also appointed as a CM/ECF trainer for the court staff and trained otheron the e-filing. Prior to joining the federal court, she worked in the state court for about ten years in the Civil Department.

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David will review the importance of citations and selecting citation styles. He will all discuss Style Manual vs. The Bluebook; general principles.

David Samani is a partner in the Los Angeles office of Lewis Brisbois and a member of the Professional Liability Practice. Mr. Samani has extensive experience in defending attorneys against claims of legal malpractice, malicious prosecution, and other third-party claims.

Mr. Samani is a co-author of the California Legal Malpractice and Malicious Prosecution Liability Handbook, a publication providing an overview of the issues and law governing legal malpractice and malicious prosecution litigation in California.

Mr. Samani is a Los Angeles native, and graduated magna cum laude with a bachelor’s degree in Political Science from UCLA in 2008. He attended Cornell Law School, where he served as Articles Editor on the Cornell Journal of Law and Public Policy and graduated cum laude in 2011. Prior to joining Lewis Brisbois, Mr. Samani served as a Graduate Fellow for the Honorable James A. Steele, a judicial officer of the Los Angeles Superior Court.

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Cheron J. McAleece, CCLS and Cyndee Sauceda, CCLS will be reviewing Notice of Appeal, Designating the Record, Briefing, Environmental Leadership Projects, Oral Arguments, Opinion, and Remittitur.

Ms. McAleece is a seasoned legal and administrative professional with more than 30 years in the legal field. Her certification from the UCLA Extension program along with her vast professional experience qualifies her to use the title “paralegal”. (California Business & Professions Code §§ 6450- 6456.) She is experienced with maintaining litigation, California Environmental Quality Act (CEQA), and National Environmental Policy Act (NEPA) related docketing and has prepared filings in California’s trial, appellate and supreme courts.

Cyndee Sauceda, CCLS is the Practice Group Administrator for the Land Use and Environmental Departments at Meyers Nave and has been with the firm for eighteen years. She is responsible for all the litigation and project related calendaring for both departments. She has over 20 years of experience in supporting attorneys and staff in all aspects of Civil Litigation. She is currently the Governor of Alameda County Legal Secretaries Association and the Legal Professional Training Chair of Legal Professionals, Incorporated.

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Jon will review the basics of Trademark, such as the purpose of trademark law, distinguishing trademarks, and registration. He will also review the Trademark Trial & Appeal Board limitations and case scope.

Jon Jekel advises artists, inventors, startups and Fortune 500 companies on intellectual property matters, with a particular emphasis on copyrights and trademarks.

Jon has extensive experience with all aspects of copyright and trademark law, including rights enforcement, copyright and trademark registration, transactions, due diligence, and global portfolio management. He also counsels clients on issues pertaining to advertising, data privacy, commercial transactions, open source and Creative Commons licensing, free speech, fair use, and a variety of business concerns. Among his clients, Jon has a reputation for developing efficient, proactive global IP protection strategies. More importantly, he is known to provide advice that is clear, practical and easy to understand. Recognizing Jon’s skills in this arena, the International Trademark Association (INTA) selected him to moderate a discussion on holistic IP strategy for startups with attorneys from four continents.

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Holly will review the processing times, general updates, calendar matrix updates, remote appearances, eFiling with typical rejection reasons, and the online portal.

Holly Dodge is the Manager for the Family Law Unit at Placer Superior Court. She assumed this position in November of 2021, after serving as a Court Services Analyst for 5 years. Holly’s previous work included development and implementation for the court’s eFiling system, the Self-Help Settlement Services program, and Family Centered Case Resolution Conferences.

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Mr. Diaz will review the updated PACER, Migrating to NextGen, and successful e-filing.

Joe Diaz is the CM/ECF Coordinator for the United States District Court, Southern District of California.

Joe started working with the court in May 2004 and he was one of the members of the team that successfully implemented the CM/ECF system. Prior to working for the Southern District, he worked for Affiliated Computer Systems, which implemented the Jury Management System (JMS) throughout the federal judiciary. He has held positions within the Administrative Office of the United States Courts in Washington D.C. and in Phoenix, Arizona and within the U.S. District Court, District of Arizona, Phoenix Division. He received a Bachelor of Arts Degree in Political Science with an Emphasis in Latin American Studies from Arizona State University and a Master of Science Degree in Judicial Administration from the University of Denver College of Law.

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They will review court updates and the Judgment Process.

Adriana Anzalone began her career with the Superior Court of California, County of San Diego, on July 27, 2001. During her 20+ year career, she has also held the positions of Court Operations Clerk (Civil), Courtroom Clerk (Civil & Criminal), Court Operations Supervisor (Civil & Criminal), and Court Operations Manager (Civil). Adriana currently manages daily operations for the Central Civil and Small Claims Business Offices. She possesses a Paralegal Certificate, Bachelor of Science in Business Management, Master of Arts in Business Administration, and a Graduate Certificate in Judicial Administration.

Treva Cutts joined the Superior Court of California, County of San Diego August 27, 2010. She began her career in the Central Probate Division as a Court Operations Clerk. In 2015 she was promoted to Courtroom Clerk working in Probate, Family Law, and Family Support Division. In 2017 she was assigned as Courtroom Clerk to the Honorable Julia Craig Kelety. Treva served on the San Diego Superior Court’s Probate Standard Operations Committee and Probate Local Rule Committee 2012-2018 and the Probate Committee 2013-2018. She has also served as co-faculty for the San Diego Superior Court’s Probate Fundamentals training class and for the California Judicial Education and Research’s Clerk Training Institute on Probate Fundamentals 2015-2018. In April 2018, Treva was promoted to Court Operations Supervisor in the Central Civil Business Office, and continues to supervise in this division today. Treva has served on the San Diego Superior Court’s Probate Standard Operations Committee since 2018 and has acted as Committee Chair/Co-Chair since 2020.

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Mr. Hamilton will review the need for Long Term Care planning and when it should be completed.

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.

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Mr Friel will review forms often used for Fax Filing, Video Conference Appearance, and the Tentative Rulings process for the courts.

Attorney Michael H. Friel was licensed to practice law on June 11, 1993. Michael was a solo-practitioner for twenty years in Lake County before becoming the Lake County Family Law Facilitator. After working for Lake County Courts for four and one-half years he became the Family Law Facilitator for El Dorado Superior Court. He has been the Family Law Facilitator for the law four and one-half years and recently taking on the role of self-help attorney. Mr. Friel was also an adjunct professor at the local college in Lake County and taught English and Political Science.

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This webinar covers topics like local rules, updates, the Court’s process changes, E-filing rules and procedures.

Speaker Bios

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.

Trang Vu, Family and Juvenile Supervisor has 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.

Erick Rivas, 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.

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Kathleen will focus on the governance, jurisdiction, and organization 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.

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Don Fritsch and will cover Methodology of Service, The Hague Service Convenion, Serving a Summmons in a Foreign Country, and Serving a Subpoenas in a foreign Country.

Don has over 33 years of experience in the investigation and litigation support profession. He is a licensed Private Investigator in California, Nevada, and Arizona and is a member of the California Association of Licensed Investigators and the Southern California Fraud Investigators Association. He resides with his wife of 19 years, Lynn, and their dog, Ozzie. He sits as director on various business and community boards and is an avid sailor and outdoorsman.

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The webinar addressed the standard governing injunctions, the showing necessary to obtain an injunction, the options when an injunction is violated, and how are they treated in an appeal.

Jenny Riggs is a Principal in the Trial and Litigation, First Amendment, and Labor and Employment Practice Groups. She has extensive state and federal court litigation experience on behalf of municipalities, counties, special districts, businesses and non-profit organizations. Her complex litigation experience also includes multi-district cases and civil litigations that are intertwined with criminal actions. Jenny’s expertise includes single- and multi-plaintiff cases involving constitutional law, government corruption, land use, zoning, catastrophic disasters, eminent domain and inverse condemnation, coastal issues, environmental claims, Public Records Act and Brown Act compliance, Americans with Disabilities Act, employment law, and civil rights claims for violations of substantive and procedural due process. Jenny handles pre-trial litigation (including dispositive motions), pre-trial discovery, various stages of motion practice, and trial. In addition to her skills in the courtroom examining witnesses and arguing motions, and her expert aptitude for taking and defending depositions, Jenny leads the development and management of Meyers Nave’s systems and protocols for discovery plans in complex matters and document intensive litigation. Jenny is admitted to practice in the courts of the State of California, the Ninth Circuit Court of Appeals and all U.S. District Courts in California.

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The volume of information and its sources was on the rise pre-pandemic, and the immediate and unexpected shift to remote work accelerated the growth of information sources and the adoption of collaboration applications. Knowing what data is stored where is imperative for defensible disposition and legal hold protocols. This presentation includes proactive information governance steps to capture and tame your information in the wild.

Matt Mahon has 15 years of experience supporting organizations with information governance and eDiscovery strategies including litigation hold, preservation, collection, data processing, review and production. Matt delivers CLE presentations, and is a frequent speaker and writer on topics including emoji, internet of things, information governance and eDiscovery. Matt earned his B.A. in Mathematics and Applied Sciences from UC San Diego and is certified as an eDiscovery Specialist and Information Governance Professional.

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How does the law treat caregivers? What are common claims brought by caregivers? What protections do they have under the law? This presentation will discuss pregnancy discrimination, family responsibilities discrimination, family and medical leave, and retaliation for taking medical leave.

Susan Swan is a Super Lawyers 2022 San Diego Top 25 Women Attorneys and Top 50 San Diego Attorneys. She has first chaired 20 jury trials. She owns her own firm, Swan Employment Law, and exclusively represents employees in discrimination, harassment, and retaliation cases. Susan is a graduate of UC Hastings Law, the University of Wisconsin-Madison, and Encinitas public schools. She lives in downtown San Diego with her husband and two young daughters, including a pandemic baby who was born in July 2020. She will appear on Jeopardy! in March 2022.

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Gary and Kathleen will go over the different Chapters, going through the process, and rules and statutes.

Gary B. Rudolph

Gary is a shareholder at Sullivan Hill in San Diego. He is a 1981 graduate from the California Western School of Law in San Diego where he served as Editor and Staff Writer on its Law Review. Mr. Rudolph attended the American University in Washington, D.C. where he obtained Master of Science and Bachelor of Science degrees, with honors. Mr. Rudolph was a partner at Sparber Rudolph & Annen from 1994 until 2009, at which time he opened his own firm as a solo practitioner. Mr. Rudolph has specialized in bankruptcy his entire legal career, including representing creditors, official unsecured creditor committees, bankruptcy trustees, consumer and individual Chapter 7 debtors, and Chapter 11 debtors in possession. Mr. Rudolph’s representation also includes federal and state court receivers.

Mr. Rudolph is a frequent lecturer in San Diego on Bankruptcy related topics and has been a lecturer for the National Association of Bankruptcy Trustees. Mr. Rudolph has served and qualified as a bankruptcy examiner and an expert witness in bankruptcy matters. Mr. Rudolph is also on the San Diego County Bankruptcy Mediation Panel and in 1991 he was awarded the designation of being the outstanding mediator by the judges of the United States Bankruptcy Court, Southern District of California.

Kathleen A. Cashman-Kramer

Kathleen practices in the areas of bankruptcy and other insolvency matters as well as in commercial and real estate litigation. Her representation includes trustees, creditors and debtors in commercial bankruptcies. She has successfully tried matters in federal and state courts and participated in ADR proceedings before the American Arbitration Association (AAA) and other panels.

Ms. Cashman-Kramer’s representation in the Bankruptcy Court includes bankruptcy trustees, secured, priority and unsecured creditors, lessors, and bankruptcy debtors in commercial Chapter 11 and Chapter 7 bankruptcy proceedings. She served for four years as the staff attorney for one of the standing Chapter 13 Trustees for the U.S. Bankruptcy Court for the Southern District of California. She also has represented title insurance companies as well as individual and corporate parties in business and real estate litigation.

She regularly presents for the local San Diego Credit Abuse Resistance Education (CARE) affiliate and previously served on the Board of Directors for 2004-2011. She served two three-terms on the Board of Directors for the San Diego Bankruptcy Forum, including serving as the president in 2003, the secretary for 2001-2002, the treasurer in 1996, and the vice-president in 1997. Ms. Cashman-Kramer currently serves as the vice chair of San Diego County Bar Association’s Bankruptcy Law Section, and has served as either the chair or the vice-chair of the Bankruptcy Section since 1999. She also currently serves as the secretary for the Insolvency Law Committee and on the Business Litigation Committee of the California Lawyers Association, and is a regular contributor of articles to the Business Litigation Committee’s eBulletins. She is a member of the California Bankruptcy Forum, the Massachusetts Bar Association, and District of Columbia Bar Association.

She was admitted to the State Bar of California in 1987, the Commonwealth of Massachusetts in 1985, and the District of Columbia in 1993. She is admitted to practice before all courts of the State of California, before the United States Supreme Court and the United States Court of Appeals for the Ninth Circuit and before the United States District and Bankruptcy Courts for the Southern Districts of California.

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How the savvy legal professional can manage and prepare for the incoming deluge of new and increasingly atypical data types and how you can use new tech as your secret weapon to stay relevant and critical to your case team. Uncover all the ways that Legal tech and AI are changing the practice of aw and learn how you can start using Legal Tech to supercharge your legal practice today. The session covers the flavors of weird data impacting legal today and where to find them as well as the tips and tools you need to build and futureproof legal practice!

Cat Casey is Chief Growth Officer at Reveal Brainspace, helping lead innovation and direction for their legal technology solutions. She is a thought leader and outspoken advocate of legal professionals embracing technology to deliver better legal outcomes. Cat has over a decade and a half of experience assisting clients with complex eDiscovery and forensic needs that arise from litigation, expansive regulation and complex contractual relationships.

Before Reveal, Cat was the Chief Innovation Officer for a leading Legal AI company and the Global leader for eDiscovery at Gibson Dunn. She led a global team comprised of experienced practitioners in the areas of electronic discovery, data privacy, and information governance. Prior to that, she was a leader in the Forensic Technology Practice for PwC and the national subject matter expert on eDiscovery at KPMG.

Cat graduated cum laude from Harvard University and attended Pepperdine School of Law.

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Hiring employees can be burdensome and expensive. Not everybody wants to be an employee, but working with someone as a non-employee can have hidden pitfalls you didn’t see coming. Even if the worker doesn’t want to be an employee, there are lots of rules that must be followed if you want to avoid a lawsuit or an expensive audit.

Galia is the founding partner of Aharoni Business Law, PC. At ABL, Galia works with clients to analyze the whole health of their businesses, identify areas of potential liability, and strategize together to design a personalized plan to protect their businesses and their personal assets. Galia enjoys working with clients on all business, employment, and intellectual property issues, and she has particular expertise in business formation, independent contractor classification, and minimizing liability.

Galia’s love of educating others extends to her writing and speaking engagements. Galia is a published author on intellectual property issues, and regularly speaks to organizations throughout the state and country to educate individuals and other lawyers on a variety of topics including business law, employment law, and technology.

Galia graduated from Tulane University School of Law with a certificate in environmental law and a sub-focus on intellectual property. Prior to founding ABL, Galia was a founding partner of a Bay Area-based multi-lawyer business law firm, practiced law at private law firms in both New Orleans and Oakland, and worked as a business development attorney at a large legal publisher in Northern California. She’s also done stints as a professional proofreader/editor and a dog sitter, but the latter was mostly just an excuse to hang out with other people’s dogs.

When not working, she can be found coffee-shop hopping, reading, taking meandering walks with her husband, Mike, and dog, Bruce, or collecting hobbies. A few of her favorite hobbies so far include belly dancing, glass flameworking, tai chi, dog training, and VR. She’s currently teaching herself how to code, learning how to do pilates, and is taking an Instagram class so she can start an account for her dog. Next she wants to try recording podcasts, video editing, Taekwondo, and learning a new instrument.

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This webinar discusses how to successfully work with a digital forensics expert and how to introduce your case. In addition, it covers other topics necessary for a productive first meeting with your digital expert, what to expect from the meeting, and how to prepare yourself for the partnership. The webinar finished with several ways your expert can assist you outside of forensic analysis, from depositions and cross-examination of opposing experts to visual aids and demonstratives for trial.

Tom Plunkett is Managing Director of Digital Forensics at ArcherHall. He is a Certified Information Systems Security Professional (CISSP) and EnCase Certified Forensic Examiner (EnCE) with over 20 years of experience in digital forensics, cybersecurity and counterintelligence. He holds a Master’s degree in Information Systems and is an adjunct professor, teaching cybersecurity and digital forensics topics at the University of San Diego. Mr. Plunkett has led investigations involving data breaches, computer hacking, theft of intellectual property, and foreign intelligence operations. His clients have included all levels of government, law firms, casinos, medical device manufacturers, hospitals, technology companies and celebrities.

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Though life insurance is a valuable safety net for your family this webinar will provide insight on life insurance as a powerful financial planning tool and how it can work for you.

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

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This webinar deals with reforming the police departments in reaction to the George Floyd incident on May 25, 2020.

Jonathan V. Holtzman is a founding partner of Renne Public Law Group® (RPLG). Prior to entering private practice, Jon served as San Francisco’s Chief Deputy City Attorney and as Director of Labor and Policy for Mayor Willie L. Brown, Jr. Jon is a veteran of innumerable negotiations with police unions over wages, hours and departmental policies, including numerous police reform initiatives. He recently served as Special Counsel to the Fresno Commission on Police Reform, which produced 73 discrete recommendations that were adopted nearly unanimously by the 40-member commission. He also helped the City of Berkeley craft and negotiate the City’s November 2020 ballot measure, Measure II, which passed with over 80 percent of the vote. The Charter Amendment established an independent Director of Police Accountability (DPA) and a Police Accountability Board (PAB) to replace the existing Police Review Commission. Jon is co-author of Rutter Group’s California Practice Guide: Public Sector Employment Litigation Guide, the leading treatise on public sector employment issues. He is a graduate of Stanford Law School and clerked for Justice Otto Kaus of the California Supreme Court.

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During the pandemic, technology skyrocketed in order to continue the practice of law while keeping people safe. Now that we have become accustomed to many of the benefits it brought and money that was saved, it is not going away. Learn how to prepare and succeed in this new world to stay ahead of the game in the legal field. Speaker Bio

Mike Tisa is a Senior Strategist and Trial Presentation Consultant. Mike brings extensive and in-depth knowledge about litigation technology, from court reporting, videography, text/video streaming, day-in-the-life videos and graphics to senior management and the hot seat. A charter member of the NCRA Trial Presentation Professional Certificate Program, Mike’s trial tech experience includes employment, patent, personal injury, asbestos, estateand premises liability.

Mike has been a Director of Litigation Technology for a San Diego-based court reporting company for almost 10 years and has been in video technology for 20 years. Mike understands the ins and outs of trial and always strives to make his clients look their absolute best in the courtroom. His webinars during the COVID-19 pandemic were instrumental in helping the industry transition to remote platforms to conduct depositions, arbitrations and trials.

Mike attended the University of Missouri and earned a Bachelor of Journalism degree with an emphasis in Broadcast News. He holds minors in business administration and sociology. Mike has presented at two NCRA conferences and guest lectured at UC San Diego and California Western School of Law. Mike is also active in the legal community, assisting with projects for the Federal Bar Association, Inns of Court, San Diego County Bar Association, San Diego La Raza Lawyers Association, San Diego Paralegal Association and the San Diego Law Library.

Mike also has one of the most fantastic side hustles, working for the San Diego Padres as a camera operator. A colossal baseball enthusiast, he’s been to all 30 Major League Baseball parks!

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More than 26 million custom emoji have been created in Slack and the use of emoji in Teams is universal, revolutionizing the way we communicate. Inevitably these communications are discoverable and require review for relevance and production. This session gives an overview of the challenges and risks associated with emoji (including case law) and provides practical solutions for the problems emoji present.

Matt Mahon has 15 years of experience supporting organizations with information governance and eDiscovery strategies including litigation hold, preservation, collection, data processing, review and production. Matt delivers CLE presentations, and is a frequent speaker and writer on topics including emoji, internet of things, information governance and eDiscovery. Matt earned his B.A. in Mathematics and Applied Sciences from UC San Diego and is certified as an eDiscovery Specialist and Information Governance Professional.

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Jeanine DeBacker provided a refresher in Ethics on the ever-changing laws.

Jeanine DeBacker defends employers in litigation and uses her courtroom experience to help employers prevent lawsuits. Jeanine advises employers of all sizes and in all industries on a daily basis on personnel matters. She also trains managers and employees and conducts prompt workplace investigations.

Jeanine represents clients throughout the South Bay and Central Coast. She works to provide periodic updates on employment law matters important to employers at www.calemploymentlawblog.com.

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This webinar will cover the differences that legitimately separate strategic partners from the field of transactional vendors which may not be readily apparent on the surface. It will explore key considerations between a strategic partner and a transactional vendor, why it is important, what to look for and avoid, and how to best leverage a strategic partner in litigation support services to gain maximum value for your firm.

Vanessa Valdez Dalton is VP, Marketing for Chino Hills-based litigation support service provider, Rapid Legal. She’s worked in the industry since 2012 and enjoys pursuing innovative ways to simplify how documents, information and payments are exchanged by all stakeholders throughout the legal community, alongside the Rapid Legal team.

Joshua Jones is an Account Manager with Rapid Legal, covering the Southern California market. He is responsible for actively managing, cultivating, and nurturing relationships with law firms and legal professionals who play an integral role in the litigation process. He’s been in the industry since 2017 and is always looking for inventive ways to bring more value to Rapid Legal clients.

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There’s so much information out there that making sense of it all can leave your head spinning. Sometimes the market seems like it’ll be flying high forever … only for it to suddenly drop and send everyone running for cover. Conventional wisdom tells us that what goes up, must come down. But even if you think about market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake.

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

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Attorney Tamara Martin will focus on various insurance fraud and labor code related offenses, including workers’ compensation fraud, disability and healthcare fraud, life insurance and annuity fraud, and auto insurance fraud, as well as wage theft, tax evasion, unfair business practices and labor trafficking. Topics covered will include red flags to watch out for and what to do if you suspect fraud.

Tamara Martin has been a Deputy District Attorney with the San Diego District Attorney’s Office’s Insurance Fraud and Workplace Justice Division for over six years. During that time, she has become an expert in the prosecution of insurance fraud and companion crimes such as tax evasion, money laundering and wage theft. Ms. Martin also prosecutes healthcare fraud, including billing fraud and the receipt/payment of kickbacks for referrals. She was a primary prosecutor for Operation Backlash, which was the biggest healthcare fraud prosecution in San Diego County history.

Prior to her criminal law career, Ms. Martin worked as a case assistant in the area of Insurance/Bad Faith defense for almost a decade and a civil employment litigation attorney for two years.

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Colette Bruggsman and Todd Eyster with the Court of Appeal, Third Appellate District will offer insight into the appellate process, beginning with the filing of the notice of appeal through petition for review and everything in between. Discussion will include common pitfalls as well as traps for the unwary and how to avoid them.

Colette is a Mandan, North Dakota native and graduate of Mandan High School. Colette received her Bachelor of Business Administration from the University of North Dakota in 1984 with a degree in accounting and her Juris Doctor from the University of North Dakota school of law in 1987.

Colette has been licensed to practice law in North Dakota since October 1987. In February 2009, Colette was named Assistant Clerk/Executive Officer for the Court of Appeal, Third Appellate District, in Sacramento, California. Previously, Colette was Chief Deputy Clerk for the North Dakota Supreme Court from July 1992 through February 2009. Prior to joining the North Dakota Supreme Court, Colette practiced law with the Vogel Law Firm in Mandan, North Dakota, and Legal Assistance of North Dakota in Bismarck. In addition to the National Conference of Appellate Court Clerks (NCACC), Colette is a member of the State Bar Association of North Dakota and the California Appellate Court Clerks Association. Colette is married to Bernie Bruggman; they have one son, Beaux, and one granddaughter, Liliana.

Todd is a California native. He was born in Mountain View, California and raised in Roseville, California. Todd graduated from Oakmont High School in Roseville in 2006 and received his Bachelor of Arts degree in Biological Sciences from California State University, Sacramento in 2012. Todd was promoted to the position of Supervising Deputy Clerk for the Court of Appeal, Third Appellate District, in Sacramento, California in April 2019. Todd was originally hired fulltime as an office assistant in November of 2012. Prior to that, Todd had worked on and off as temporary staff for the Court of Appeal since the summer of 2006. Todd is also a registered Pharmacy Technician with the California State Board of Pharmacy and has been since August of 2010.

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Joseph Jones will discuss various ethical issues and legal requirements relating to social media and the law. Some of the topics discussed will be how to properly preserve and authenticate social media content, the fallacy of social media privacy and what should/shouldn’t be discussed about your cases on social media.

Joseph Jones is a licensed Private Investigator and the Vice President of Bosco Legal Services, Inc. Joseph has worked in almost every position at Bosco, starting with sweeping the parking lots, and as such has an intimate knowledge of every facet of the business. Joseph is a Certified Social Media Intelligence Expert, Certified Expert in Cyber Investigations, and holds multiple certifications in

Open Source and Cyber Intelligence. He also has degrees in Psychology and Social & Behavior Sciences.

Joseph has received over 1,000 hours of specialized training and regularly teaches courses to attorneys, paralegals, insurance professionals, and contributes to their various publications. Joseph has appeared as an Expert Witness in legal cases on various topics. When he’s not tracking down bad guys or digging up the truth, he enjoys spending time with his beautiful wife and 4 active children.

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Our speaker Sheila A. Grela, is a paralegal at Procopio, Cory, Hargreaves & Savitch, LLP. This presentation will review how technology has increased the scope and depth of the type of work done by legal professionals. This course will discuss the principles of data and how they relate to your current workflows. This information will help make you more essential at your current position.

Sheila Grela is a seasoned litigation paralegal with over two decades of experience. She is an Advanced Certified Paralegal (ACP) in eDiscovery. Her paralegal certificate, with honors, was from the ABA-approved USD Paralegal program. Sheila has advanced her paralegal experience by becoming both a Relativity Certified User (RCU) and a Certified eDiscovery Specialist (CEDS). Recently, her eDiscovery achievement was acknowledged when she was appointed to be a Global Advisory Council participant for ERDM. In addition, Sheila is an active member of the San Diego Chapter of Women in eDiscovery, where she was the Membership Director from March 2015 to April 2017.

She currently serves as Vice President of Membership for the San Diego Paralegal Association, and is an active member of the National Association of Legal Assistants. She is also a member of the San Diego Legal Secretaries Association where she has volunteered her time to assist with its legal education programs. Sheila is a fierce advocate for training, education, mentorship, and professional development for the legal community. Her most recent adventure is working with the San Diego Women in eDiscovery on the “Virtual Lunch with Leaders” series. This weekly on-line program, co-sponsored with SDPA and Practice Aligned Resources, was developed to promote professional development through discussions or presentations by leaders in the legal industry.

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Attorney Andrew Dignan will review the ins and outs of Understanding why Estate Planning is Important and the Steps in the Probate Administration Process.

Andrew Dignan is an estate planning attorney at the Modesto office of the Berliner Cohen law firm. Andrew specializes in drafting trusts to avoid probate administration and counseling trustees and personal representatives in trust and probate administration. Andrew received both his law degree and civil engineering degree from the University of California, Berkeley. Excluding the years, he attended UC Berkeley, he has lived in Modesto his whole life.

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Attorney Scott Herndon will provide information on the Law Firm’s handling of Personal Injury Litigation.

Scott Herndon, Esq. of The Law Office of Scott R. Herndon, PC, is Trial Attorney for families who have suffered catastrophic personal injuries, men and women who have been harassed at work for some of the brunt of discrimination, and businesses in need of specialized, personalized representation.

Prior to opening his own law firm, Scott worked for a large Bay Area Law Firms in San Francisco. He served as a faculty member at Stanford University, the University of California, Santa Barbara, and New York University, where he taught writing, philosophy, and cultural studies. Mr. Herndon holds a Ph.D. in English, with an emphasis in philosophy, from New York University, as well as a Master’s degree in analytic philosophy from the University of Colorado. In addition to more than ten years of university teaching experience, he has published academic books on the art of teaching and writing, as well as short fiction. This skill set as a scholar, teacher, and writer makes him unique as a trial lawyer. It allows him to research efficiently and communicate effectively, no matter how complex the material.

Scott earned his JD from the University of California, Hastings College of the Law. He clerked twice at the Contra Costa District Attorney’s Office, and then at the U.S. Attorney’s Office.

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Attorney Paul DeAngelis will review the basic components of Real Estate Law. This particular area of law has its own unique forms, terminology, and laws.

Paul DeAngelis, ppdlaw.com, runs his own firm in San Francisco and concentrates on real estate matters. Paul graduated with honors from Boston University School of Law. Since 1998, he has practiced law in San Francisco. He has served as a faculty member at San Francisco State for many years and teaches Real Estate Law classes in its Paralegal Studies program.

Paul has successfully represented clients in jury and bench trials, and hearings in arbitration cases. He has worked closely with paralegals on trial teams. Paul regularly swims in the San Francisco Bay as a member of the South End Rowing Club.

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Jane Migachyov will review the fiduciary duties between spouses, what they must do to meet their fiduciary responsibilities, and what remedies are available if broken by a spouse.

Jane Migachyov (formerly Jane Aceituno) was born in San Francisco and grew up in the Central Valley. She went to the East Coast for her education, graduating cum laude from Harvard College. Her undergraduate thesis was nominated for the Thomas T. Hoopes Prize for outstanding scholarly work.

Pursuing a desire to do public interest work, Jane attended the Harvard Kennedy School of Government, receiving a Master’s in Public Policy. Her Master’s thesis received the Manny C. Carballo Memorial Prize for best thesis dealing with social policy issues. Jane completed her education on the East Coast at Boston University, where she received a Juris Doctor degree. After graduating from law school, Jane practiced in general civil litigation for five years in the Bay Area before starting her career in family law.

Jane is passionate about advocacy in the lesbian, gay, bisexual, and transgender community, serving four years as a committee member of the Lesbian Gay Bisexual Transgender Advisory Committee, San Francisco Human Rights Commission, serving on the Board of the Harvey Milk LGBT Democratic Club and Freedom from Tobacco, an LGBT anti-smoking group. She is a member of the LGBTQI Chamber of Commerce – the Golden Gate Business Association. She currently serves on the Board of Bay Area Lawyers for Individual Freedom (BALIF), the nation’s oldest and largest association of lesbian, gay, bisexual, and transgender (LGBTQI) persons in the field of law. She also served on the Board of the Harvard Gender & Sexuality Caucus, Harvard’s LGBTQI alumni organization, from 2018-2020. Additionally, Jane values helping people have access to the legal system. She worked as a mentor at the Bayview/Hunters Point Community Legal Clinic, guiding family law cases. She has done pro bono family law work through the Justice & Diversity Center of The Bar Association of San Francisco. Finally, she has volunteered for Legal Aid at Work

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Attorney Karen J. Sloat will review California Wage & Hour updates concerning compliance with Federal Wage & Hour Laws, and which law covers you?

Karen J. Sloat has a law career spanning over 30 years in many practice areas and three states – California, Colorado, and Hawaii. Her reputation as a specialist in labor and employment law for

over 20 years in Riverside County has given her the expertise to handle claims of complex wage and hour violations, discrimination and harassment, employment contracts, trade secret violations, fraud, and other employment-related issues. As a zealous litigator in individual and class action lawsuits, Ms. Sloat has a vast knowledge of professions, occupations, and business issues that enhances her valuable legal advice to all of the firm’s clients – whether employees, employers, or nonprofits. The Law Office of Karen J. Sloat represents several common interest developments and advises community boards and managers regularly on Workplace Solutions – human resources issues, employee claims and disputes, personnel policies and practices, handbooks, hiring and firing, investigations and workplace seminars – to keep associations in compliance with ever-changing labor laws. Ms. Sloat is admitted to practice in all California State Courts and the United States District Court. She is also a certified mediator and has mediated association disputes and other conflicts.

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Brian Skarbek, with the Law Offices of Todd Rothbard, will discuss the protection of residential tenants during COVID-19 as well as the Tenant Protection Act of 2019.

Brian Skarbek is a San Jose native who earned his J.D. from Santa Clara University, graduating magna cum laude. Before SCU, in 2002, Brian graduated from Vanguard University, receiving the McNaughton Award as the most outstanding business department graduate. Brian has successfully litigated thousands of unlawful detainer cases throughout his legal career and has extensive knowledge of eviction law and practice nuances. In 2018, Brian merged his firm with the Law Offices of Todd Rothbard and is now one of five attorneys in Rothbard offices that handle residential and commercial evictions in Northern California.

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Diane L. Camacho will prepare you to return to the office with other employees who are also returning after working remotely for over a year. If you forgot how to work alongside others with different personalities, this webinar provides solutions and strategies to overcome any issues that may arise.

Speaker Bio Ms. Camacho has over 25 years of experience managing law firms, with hands-on experience handling every management aspect. She has experience and skills in human resources, office

administration, facilities, IT, accounting, and marketing for two different small law firms and offices in large law firms. She has also worked as a consultant, spending more time with legal technology while helping firms determine what is best for their practice. She received her BS in Organizational Behavior and Leadership from the University of San Francisco and published many articles.

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The speaker Cheron J. McAleece will review the differences, similarities, and challenges when supporting attorneys litigating CEQA issues.

Cheron J. McAleece is a Paralegal at The Sohagi Law Group, PLC and Cyndee Sauceda is a Legal Assistant at Meyers Nave. This webinar discusses procedures and filings with the California Appellate Courts.

Ms. McAleece is a seasoned legal and administrative professional with more than 20 years in the legal field. Her certification from the UCLA Extension program and her vast professional experience qualifies her to use the title “paralegal.” (California Business & Professions Code §§ 6450- 6456.) She is experienced with maintaining litigation, California Environmental Quality Act (CEQA), and National Environmental Policy Act (NEPA) related docketing and has prepared filings in California’s trial, appellate and supreme courts. Ms. McAleece is also charged with reviewing all correspondence, including legal opinion letters, memoranda, and land use documents prepared on behalf of The Sohagi Law Group, PLC’s strictly municipal and public agency clientele. Ms. McAleece has taken the lead in preparing both large and small administrative records related to complex CEQA litigation matters. Ms. McAleece also has experience in performing legal research tasks (both on Westlaw and via various internet databases) at the direction of the Firm’s attorneys. Ms. McAleece has also sat in the courtroom during trial and assisted attorneys by running Trial Director presentations and pulling up evidence on command.

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The speaker, Don Fritsch, will discuss the different requirements between court jurisdiction, generally accepted due diligence procedures, Preparing the application and order for publication, and the procedural requirements.

Don has over 33 years of experience in investigation and litigation support professionals. He is a licensed Private Investigator in California, Nevada, and Arizona and is a member of the California Association of Licensed Investigators and the Southern California Fraud Investigators Association. He resides with his wife of 19 years, Lynn, and their dog, Ozzie. He sits as a director on various business and community boards and is an avid sailor and outdoorsman.

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San Diego immigration attorney Tifany Markee received her Juris Doctor degree from California Western School of Law, graduating Magna Cum Laude in May of 2001. She was also published in the California Western International Law Journal with an article on the Russian mail-order bride industry and the Violence Against Women Act, which won her an award for outstanding writing. Tifany was sworn into the California State Bar in December of 2001 and is licensed to practice law within the State of California. Tifany is also a Certified Specialist in Immigration and Nationality Law by the Board of Legal Specialization within the California State Bar. She represents clients before USCIS, the US State Department, the Board of Immigration Appeals and the Administrative Appeals Office, the Ninth Circuit Court of Appeals, and the United States Federal District Courts.

In 2003, Tifany expanded her practice to include International Adoption law and related fields. In this regard, she has become one of only a handful of attorneys across the nation with an active practice in the adoption and immigration of foreign-born children. This specialization became even more relevant in light of the implementation of the Hague Convention and the Intercountry Adoption Act in April 2008 and the subsequent USCIS practices and policy memoranda related to adoption-related matters. Tifany is an active lecturer and mentor in this field and is a frequent invited speaker at law schools and professional organizations, including the American Immigration Lawyers Association (AILA) and Academy of California Adoption Attorneys (ACAL). She is also the proud mother of two internationally adopted children.

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The speaker Bernie Greenspan, Ph.D., will explain what Competitive Intelligence is and show you ways to gather information about companies and individuals quickly and effectively using the internet.

Dr. Greenspan is the Principal Consultant at Greenspan IP Management. He provides business advice on intellectual property strategies for life science, pharmaceutical, biotech, diagnostic, and medical device companies. He assists clients with patentability studies and claim-drafting for robust protection of inventions and products. Combining his 20 years in R&D with 19+ years in IP management, Bernie provides a unique approach that considers scientific, regulatory, business, and patent aspects.

Bernie has held positions as Senior Director of Intellectual Property at Prometheus Laboratories, Director of IP Strategy Management for Pfizer La Jolla Laboratories, and Senior Director of Intellectual Property at Verus Pharmaceuticals.

He has managed patent portfolios in various therapeutic areas, including respiratory drug formulation, dosing, and delivery devices; ophthalmology; oncology; virology; diabetes and obesity; anaphylaxis and autoinjector technology; and diagnostic markers and methods in gastrointestinal diseases.

Bernie’s research and development career has included positions as Director of Aerosol Technology at Dura Pharmaceuticals and Elan Pharmaceuticals and Staff Scientist at Battelle Pacific Northwest National Laboratory, and Staff Scientist at Union Carbide Corporation’s toxicology laboratory. He is an inventor on 11 issued US patents.

Bernie holds a BA in physics with honors from Clark University and an MS and Ph.D. in biophysics from the University of Rochester School of Medicine and Dentistry. He is registered to practice at the USPTO as a patent agent.

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The speaker Alison P. Buchanan, will review Ethics Updates for the Legal Professional.

Alison Buchanan is a shareholder with Hoge, Fenton, Jones & Appel, Inc., in San Jose, California, where she serves as the firm’s General Counsel and chairs the firm’s Business Litigation Practice Group. Alison focuses her practice on business litigation, professional liability, and legal ethics. She has tried numerous business litigation, legal malpractice defense, and employment discrimination cases to verdict.

Alison is a Certified Specialist in Legal Malpractice Law, as certified by the State Bar’s Board of Legal Specialization. She is a founding member of the Ethics Committee for the California Lawyers Association, serving as the Vice Chair of Publications. From 2011 to 2014, Alison served a three-year appointment to the California State Bar’s Committee on Professional Responsibility and Conduct (COPRAC). She previously served a four-year appointment to the State Bar’s Legal Malpractice Law Advisory Commission.

Alison is a member of APRL (Association of Professional Responsibility Lawyers). She is also a member of the Santa Clara County Bar Association, and has previously chaired its Professionalism Committee. For ten years, Alison taught Professional Responsibility at Lincoln Law School in San Jose. Alison regularly speaks throughout the state on issues of attorney ethics and professional liability. She has been named a Northern California Super Lawyer from 2013 through 2020.

Alison earned her law degree from Chicago-Kent College of Law (Illinois Institute of Technology), with honors, in 2001.

In addition to her law-related endeavors, Alison proudly serves on the Board of Directors for the Humane Society Silicon Valley.

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This recorded webinar was originally presented by Kristy Carbajal and Kathy Gershwind of Adams & Martin Group. Learn about market conditions, top methods for finding a job, and areas you should focus on while searching.

Kristy Carbajal joined Adams & Martin Group in August 2005 and currently serves as Vice President for their U.S. operations. Kristy oversees legal project and temporary staffing, direct hire business growth, hiring and training new employees, and developing large national accounts. During her tenure, Kristy has held several roles including recruitment, sales, branch management and her current national management role. She specializes in placing quality legal staff for many of the nation’s top firms and corporate legal departments. Prior to joining Adams & Martin Group, Kristy was a recruiter at UCLA and a paralegal for a Southern California law firm. Kristy holds a bachelor’s degree from UCLA in Political Science and was active in their Pre-Law Society.

Kathy Gershwind has 16 years of staffing experience, the last eight focused in legal staffing in major west coast markets; Seattle, San Francisco and San Diego. Currently she works with law firms and corporate legal departments throughout San Diego County to staff legal professionals on a temp, temp to hire, and direct-hire basis. Kathy is active in multiple associations, including the Association of Legal Administrators, San Diego Paralegal Association, Lawyers Club, and San Diego Legal Secretary Association. In addition she is a frequent guest speaker at UCSD paralegal program discussing job seekers career success. Kathy is an avid dog lover and has a thirteen-year-old English Bulldog, TuggieRoo.

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The speaker Lisa M. Cox with Gomez Trial Attorneys, will provide practical tips for calendaring, preparation of charts, and checklists for different types of motions. Preparation of Ex-Parte applications and substantive motion shells, preparing exhibits, hearing binders, and preparing for motion hearings.

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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The speaker Laura Palazzolo will discuss the formation of the Paraprofessional Program Working Group and what it might mean for licensed paralegals in the future.

Laura Palazzolo is the Dean at Lincoln Law School of San Jose. Lincoln’s mission is to diversify the legal profession by making legal education affordable and achievable for students from a broad range of backgrounds.

Prior to becoming Dean, she spent two decades as a private sector attorney representing individuals and businesses in real estate and bankruptcy matters, with several cases reaching the 9th Circuit Court of Appeals.

Ms. Palazzolo currently serves as Chair of the Education and Workforce Development Committee of the SVO, Silicon Valley’s largest Chamber of Commerce. She is also a member of the Silicon Valley Ethics Roundtable.

She recently served on one of the many State Bar working groups aimed at making the California Bar Exam more equitable and relevant to the modern practice of law.

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The speaker Lara J. Heisler with Heisler Rosenfeld LLP and her assistant Karina Karamian will speak on working on a Conservatorship starting at intake to completion.

Lara Heisler focuses her practice on probate, guardianship and conservatorship litigation. For over 20 years, Lara has represented minors, conservatees, guardians and conservators, in multiple guardianship and conservatorship cases, from discovery through bench trial. She previously practiced in the areas of general civil litigation and criminal defense.

Over the course of the past 10 years, Lara has provided a variety of volunteer services for the Contra Costa County Superior Court and Alameda County Probate Court. In Contra Costa County, she was hired to train Family Law Facilitators in the area of guardianship and conservatorship law. As a board member of the Contra Costa Criminal Conflicts Panel, she acts as a voice for probate attorneys who serve as court-appointed counsel for conservatees and minors.

Lara grew up in Contra Costa County and is passionate about serving the community where she grew up and is raising her children. She lives in Walnut Creek with her husband, daughter, and son. Lara is not only active in the local legal community, but she is committed to involvement in her children’s school, assisting with field trips and fundraising for the public elementary schools.

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Professor Adrienne Brungess of McGeorge School of Law will discuss the difference between the Bluebook and the California Style Manual.

Professor Adrienne Brungess is a proud McGeorge alumna (’96) who joined the McGeorge School of Law faculty in 2002. She teaches in the law school’s distinctive legal writing program, Global Lawyering Skills (GLS), and teaches popular alternative dispute resolution and negotiation courses.

Because of her extensive background in ADR and negotiation, Professor Brungess’ students gain comprehensive skills in processes and techniques in a simulation- focused curriculum.

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Judge Jeff Mangar with the Stanislaus County Superior Court, will speak on the New California laws for 2021, prompted by criminal justice reform, COVID, and a progressive legislature.

Judge Jeff Mangar has a lifelong commitment to public service and belief that justice should serve everyone fairly. Mangar was a 22-year veteran prosecutor working as a Chief Deputy District Attorney and has the background, experience, and broad level of knowledge. Mangar is also one of only six Certified Criminal Law Specialists by the State Bar of California, Board of Legal Specialization in Stanislaus County. He is also a past California Bar Exam grader. Mangar is also a private pilot, and certified advanced scuba diver. He is married to his wife, Lina.

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The speaker Alison Foster Davis, Esq will discuss the process of obtaining immigration status for juveniles.

Alison Foster Davis is in-house legal counsel for a state-wide adoption agency, and a member, past-president, and past Legislation Committee Chair of the Academy of California Adoption Lawyers.

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The Speaker Deb Fox will discuss the basic building blocks of an integrated estate and incapacity plan that everyone needs, regardless of personal wealth.

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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This recorded webinar was originally presented on March 18, 2021. The speaker Justice William Dato, California Court of Appeal, Fourth Appellate District, will share his thoughts on the broader implications of Hamilton as Americans continually reevaluate who We are as a People. He will blend musical theater with American history and popular culture with constitutional law.

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 product liability.  He is currently a member of the California Commission on Judicial Performance.

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This webinar discusses Discovery Requests, Responses, and Document Production in State Court.

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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The speaker, Dr. Thomas Steele, will discuss Employee Engagement, employees expressing themselves physically, cognitively, and emotionally while bringing themselves to work.

Thomas Steele, is a Doctor of Education in Human Resource & Workforce Development at Davis Wright Tremaine, LLP where he created the first secretarial services continuing education program, giving a voice to secretaries in the development of their careers and working environment.

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This webinar will cover the Governance, Jurisdiction, Organizational Structure, 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.

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This webinar provides information on what is a Professional Fiduciary and what are their responsibilities.

Russell Pottharst, Principal/Owner, is an independent Private Professional Fiduciary (PPF), California license #752, and doing business as SoCal Private Fiduciary®. He holds two certificates in Professional Fiduciary Management − for Trustees and Conservators − from California State University, in addition to his Tulane cum laude undergraduate and Loyola MBA degrees. Russell is a former bank trust officer, a National Certified Guardian, and is licensed and bonded in the State of California. He consults with individuals, families, business clients, health & tax professionals, and attorneys who practice in the Superior Court of California in family and probate matters. He holds memberships in CRF, LACBA, PMI; and his fiduciary practice encompasses the greater Los Angeles regional area.
Russell maintains his Project Management Professional PMP certification with the Project Management Institute to facilitate business consulting with various types of for-profit and nonprofit organizations who need an experienced management professional to accomplish operational, financial, technical, and other business and community objectives.

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This webinar provides information on the ever Changing Technology and Rules of Professional Conduct.

Doug is the founder and CEO of National Society for Legal Technology (NSLT). Doug first launched the NSLT as a student club in 2016 at the start of his 2L year of law school. The club quickly grew and spread to other schools. Those schools soon integrated the student club into their classrooms to replace the outdated textbooks with the NSLT’s interactive software lessons. Doug quickly rose as a nationally recognized expert in the field of legal technology education and has been a keynote speaker at various bar association and tech conferences across the nation. Doug’s article on “What is missing when it comes to legal technology?” was published in USA Today in March 2018.
By the time Doug graduated from law school in June 2018, the NSLT was required classroom curriculum in over 60 universities across the United States. In July of 2020, the NSLT was curriculum in over 200 universities and colleges in the U.S. and Canada and had individual members in 11 countries around the world.
After receiving his Juris Doctorate from the University of Laverne College of Law, Doug accepted his first Adjunct Professor position at Fullerton College. Never one to turn down a great opportunity, Doug also accepted Adjunct positions at Mt. San Antonio College, Daemen College, Salt Lake Community College, and UC-Berkeley Extension.

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Our speaker, Stephanie Hill, a Marketing and Virtual Experience Manager will cover setup, functionalities, and tech lingo of Zoom.

Stephanie Hill is the Marketing & Virtual Experience Manager at Meyers Nave. With over 10 years of experience ranging from television production to law firm business development and marketing, Stephanie leverages her tech-focused expertise to develop strategies and tactics that impact client growth, finds and pursues new opportunities, and implements new and innovative business development initiatives. Stephanie has been a longtime committee volunteer for the Legal Marketing Association (LMA) and currently serves as Chair to LMA’s Sacramento City Group.

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Carole J. Buckner is a Partner and General Counsel at Procopio. Her practice focuses on legal ethics, professional responsibility and the law of lawyering, including advising lawyers and law firms, and rendering expert opinions. She also serves as an expert consultant on issues involving legal ethics including legal fees, billing, fee arrangements, conflicts of interest, fee sharing, referral fees, unauthorized practice of law, withdrawal from representation, modification of fee arrangements, client trust accounting, and other issues. Prior to joining Procopio, Carole was a sole practitioner in the field of legal ethics, issues involving professional responsibility, and the law of lawyering. Carole also served as dean of St. Francis School of Law. Carole has previously worked in litigation, as in-house counsel, as a federal prosecutor, and she has taught and worked in administration at multiple law schools. Carole was a member of the California State Bar’s Committee on Professionalism and Conduct (COPRAC) starting in 2005. She served as COPRAC chair in 2009-2010, and later as the Special Advisor to the Committee. Carole is a member and former Co-Chair of the Professionalism and Ethics Committee of the Orange County Bar Association. She is a member and former chair of the Los Angeles County Bar Association’s Committee on Professional Responsibility and Ethics Committee (PREC). Carole is also a member of the San Diego County Bar Association’s Legal Ethics Committee. Carole has also spoken and written extensively on a wide variety of ethics related topics. Through COPRAC, the LACBA, SDCBA, OCBA, PLI, CEB, and other organizations, Carole has spoken at the State Bar’s Annual Ethics Symposiums, State Bar Annual Meetings, bar association MCLE programs, and in other venues on a wide variety of ethics related topics including attorneys’ fees, client trust accounting, conflicts of interest, confidentiality issues, screening, judicial recusal, lawyer advertising, collaborative law, prosecutorial misconduct, ethical issues arising from lawyer impairment, and many others. Carole has also participated as a panelist on the annual update on ethics-related cases. Also on behalf of COPRAC, Carole has closely monitored the work of the Commission on the Revision of the Rules of Professional Conduct, and has written and spoken on the new California Rules of Professional Conduct.

Sheila Grela is a seasoned litigation paralegal with over two decades of experience. She is an Advanced Certified Paralegal (ACP) in eDiscovery. Her paralegal certificate, with honors, was from the ABA-approved USD Paralegal program. Sheila has advanced her paralegal experience by becoming both a Relativity Certified User (RCU) and a Certified eDiscovery Specialist (CEDS). Recently, her eDiscovery achievement was acknowledged when she was appointed to be a Global Advisory Council participant for ERDM. In addition, Sheila is an active member of the San Diego Chapter of Women in eDiscovery, where she was the Membership Director from March 2015 to April 2017. She currently serves as Vice President of Membership for the San Diego Paralegal Association, and is an active member of the National Association of Legal Assistants. She is also a member of the San Diego Legal Secretaries Association where she has volunteered her time to assist with its legal education programs. Sheila is a fierce advocate for training, education, mentorship, and professional development for the legal community. Her most recent adventure is working with the San Diego Women in eDiscovery on the “Virtual Lunch with Leaders” series. This weekly on-line program, co-sponsored with SDPA and Practice Aligned Resources, was developed to promote professional development through discussions or presentations by leaders in the legal industry.

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This webinar provides rules, procedures, and tips on calendaring for pleadings, discovery, motions, and trials.

Sheila Grela is a seasoned litigation paralegal with over two decades of experience. She is an Advanced Certified Paraleagl (ACP) in eDiscovery. Her paralegal certificate, with honors, was from the ABA-approved USD Paralegal program.

Sheila has advanced her paralegal experience by becoming both a Relativity Certified User (RCU) and a Certified eDiscovery Specialist (CEDS). Recently, her eDiscovery achievement was acknowledged when she was appointed to be a Global Advisory Council participant for ERDM.

In addition, Sheila is an active member of the San Diego Chapter of Women in eDiscovery, where she was the Membership Director from March 2015 to April 2017. She currently serves as Vice President of Membership for the San Diego Paralegal Association, and is an active member of the National Association of Legal Assistants. She is also a member of the San Diego Legal Secretaries Association where she has volunteered her time to assist with its legal education programs.

Sheila is a fierce advocate for training, education, mentorship, and professional development for the legal community. Her most recent adventure is working with the San Diego Women in eDiscovery on the “Virtual Lunch with Leaders” series. This weekly on-line program, co-sponsored with SDPA and Practice Aligned Resources, was developed to promote professional development through discussions or presentations by leaders in the legal industry.

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This webinar discusses the rights of landlords and tenants during this uncertain time of COVID-19. When can a tenant stop paying rent, when can a landlord start eviction proceedings?

Attorney Ashlee D. Gonzales (nee Adkins), Esq. is a partner & real estate attorney at Brewer Offord & Pedersen LLP. Before passing the California Bar exam in November 2015, Ashlee started out as an assistant office manager for the firm. Attorney Gonzales practices real estate law, including landlord & tenant matters.

Before coming to work for Brewer Offord & Pedersen LLP, Ashlee Gonzales received her law degree from John F. Kennedy University College of Law. While earning her law degree, Gonzales worked as a legal research assistant for a civil law firm in Walnut Creek.

In May 2011, Ashlee Gonzales earned a Bachelor’s of Science in Business Administration from California State University, Sacramento. Ashlee competed as a NCAA Division I student athlete as a catcher for the Women’s Softball Team. She walked on to the team her first year, and was the team captain during her senior year, when she was earned the National Fastpitch Coaches Association (NFCA) Scholar Athlete Award.

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This webinar discusses Child Custody, Visitation and Support Issues during COVID-19.

Andrea was born and raised in the Modesto area and is the single mother of two adult boys, Christian and Diego. She enjoys gardening, reading, and time with her friends and family (including the 4-legged members).

After working as a paralegal in several Modesto firms, she joined the firm of Goss & Goss. While working at Goss & Goss, she attended Humphreys College Laurence Drivon School of Law where she received her J.D. and graduated with honors and as Valedictorian. Andrea was admitted to practice in November 2016. She is a member of the State Bar, a member of and on the Board of Directors of the Stanislaus County Bar Association, the Wray Ladine Chapter of the American Inns of Court, and she previously volunteered with the Stanislaus Family Justice Center. Her area of practice is Family Law and includes premarital agreements, divorce, custody and visitation rights, support, and domestic violence. In October 2019, Andrea sat for and passed the written examination to be certified by the State Bar as a Certified Family Law Specialist and she is presently completing the remaining requirements for such certification.

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This webinar discusses the employer rights during COVID-19. Also, a look at the new employment laws for 2021.

Ms. Bishop’s litigation practice includes working with management of public and private corporations and nonprofit organizations on issues, including employee relations, personnel policies, wage and hour matters, discrimination, harassment, retaliation and wrongful termination. She represents clients before State and Federal Courts, the Department of Fair Employment and Housing, Equal Employment Opportunity Commission, California Labor Commissioner, Workers’ Compensation Appeals Board, and California Unemployment Insurance Appeals Board. Much of her time currently is spent defending class actions alleging meal and rest break violations, off-the-desk claims, unpaid overtime, and inaccurate wage statements.

Ms. Bishop advises clients in a wide range of industries, including high tech, franchisees, general contractors and subcontractors, homeowners associations, physicians and medical professionals, produce companies, restaurants, beauty salons, sanitation, senior living, and temporary help agencies.

During law school she was a Judicial Extern for Justice Jerome Smith.

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This webinar discusses the process of a civil case from Summons & Pleadings to Post-Trial Motions.

Fred Crombie is a trial attorney who has litigated matters in both federal and state courts. Fred’s practice focuses on complex civil litigation with an emphasis on financial and commercial disputes, tax controversy, corporate fiduciary matters, and trusts and estates. He has also successfully argued cases before the Fourth and Ninth Circuit Courts of Appeals.

Before he joined Coblentz, Fred was a Trial Attorney in the Tax Division of the U.S. Department of Justice, where he litigated a variety of tax controversies involving wealthy individuals, consolidated filing groups, insolvent financial institutions, telecommunications carriers and resellers, payroll processing companies, foreign service corporations, and nonresident aliens. The Department of Justice awarded Fred with three Outstanding Trial Attorney Awards and designated him as an E-Discovery Section Representative for the Court of Federal Claims Trial Section. Prior to the Department of Justice, Fred defended technology companies in securities class actions, shareholder derivative suits, commercial and financial litigation, and copyright and trademark disputes at Gibson, Dunn & Crutcher LLP.

Fred is a member of the State Bar of California and the District of Columbia Bar. He currently is a member of the Court of Federal Claims Bar Association’s Board of Governors, and is former Chair of the Bar Association of San Francisco’s Tax Section. He was also a panelist at the IRS Chief Counsel Lecture Series “Tax Litigation in District Courts and Court of Federal Claims.”

Fred earned his J.D. from the University of Michigan Law School, cum laude, in 2002. While there, he was an Associate Editor of the University of Michigan Journal for Law Reform. Fred received his B.A. in political science from the George Washington University in 1999.

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This webinar discusses Collecting Evidence Competently, the Attorneys Duty to Preserve and Not Suppress Evidence, and Communication with a Represented Party.

Joseph Jones is a licensed Private Investigator and the Vice President of Bosco Legal Services, Inc. Joseph has worked in almost every position at Bosco, starting with sweeping the parking lots, and as such has an intimate knowledge of every facet of the business. Joseph is a Certified Social Media Intelligence Expert, Certified Expert in Cyber Investigations, and holds multiple certifications in Open Source and Cyber Intelligence. He also has degrees in Psychology and Social & Behavior Sciences.

Joseph has received over 1,000 hours of specialized training and regularly teaches courses to attorneys, paralegals, insurance professionals, and contributes to their various publications. Joseph has appeared as an Expert Witness in legal cases on various topics. When he’s not tracking down bad guys or digging up the truth, he enjoys spending time with his beautiful wife and 4 active children.

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