Webinars on Demand

Webinars on Demand are sponsored by Barkley Court Reporters.

Smart Strategies for Managing Debt – FREE!

Speaker: Charles Hamilton, Financial Planner

Recorded: September 9, 2022

NO MCLE or CCLS credit is available for this webinar.

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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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Microsoft Excel: Part 2

Speaker: June Hunter

Recorded: August 30, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will provide basics on using Excel, which includes the autofill feature, hide and unhide columns, how to create a PivotTable, Mail Merge, concatenate, and the vlookup feature.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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Excel Basics

Speaker: June Hunter

Recorded: August 23, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will provide basics on using Excel, which includes sorting data, filtering data, conditional formatting, and finding duplicates in your documents. Learn the best way to set print titles, areas, custom scaling options, setting margins and orientation, and other helpful tips.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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USDC – Central District Court

Speaker: Nancy Hackney with the CM/ECF Helpdesk Team

Association coupon: USDCCentral

Recorded: August 18, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Nancy Hackney

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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Creating Table of Contents & Table of Authorities

Speaker: June Hunter

Recorded: August 13, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will review how Style applications will make the Table of Contents and Table of Authorities easy and how they can help with the formatting process.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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Adobe – Getting Your Pleading Ready for E-Filing

Speaker: June Hunter

Recorded: August 13, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

August 13, 2022, by June Hunter. June will review how to ensure your adobe document is ready for e-filing.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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Conveying the Point: Using Citations Effectively and Correctly

Speaker: David D. Samani

Recorded: August 13, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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David Samani

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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California Appellate Procedures

Speakers: Cheron J. McAleece, CCLS and Cyndee Sauceda, CCLS

Recorded: August 13, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Cheron McAleece and Cyndee Sauceda

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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Branding Battles: Oppositions, Cancellations, and other Matters at the USPTO’s Trademark Trial and Appeals Board

Speaker: Jon Jekel, Senior Associate with Pillsbury Winthrop Shaw Pittman LLP

Recorded: August 13, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Jon Jekel

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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Placer Superior Court

Speaker: Holly Dodge, Unit Manager with the Family Law Department of Placer Superior Court

Recorded: August 11, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Holly Dodge

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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USDC – Southern District Court

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

Recorded: July 21, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Joe Diaz

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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San Diego Superior Court

Speakers: Adriana Anzalone and Treva Cutts of the San Diego County Court

Recorded: July 14, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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San Diego Superior Court

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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Learning About Long Term Care – FREE!

Speaker: Charles Hamilton, Financial Planner

Recorded: July 7, 2022

NO MCLE or CCLS credit is available for this webinar.

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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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El Dorado Superior Court

Speaker: Michael Friel, the Family Law Facilitator for El Dorado Superior Court

Recorded: June 30, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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El Dorado Superior Court

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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Santa Clara Superior Court

Speakers: Lydia Sepulveda (Court Manager), Lan-Fang Wang (Deputy Court Manager), Erick Rivas (Probate and MH Supervisor, and Trang Fu (Family and Juvenile Supervisor)

Recorded: June 23, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Santa Clara Superior Court

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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USDC – Northern District Court

Speaker: Kathleen Shambaugh

Recorded: June 15, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Kathleen Shambaugh

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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Adobe Acrobat Part 4

Speaker: June Hunter

Recorded: May 24, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will review the basics of Adobe, such as Creating and Applying Stamps, Exporting a PDF to a Different File Type, Basic Printing Options.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

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Creating, Editing & Modifying Styles

Speaker: June Hunter

Recorded: May 22, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

This webinar deals with creating, editing and modifying styles in word.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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International Service of Process

Speaker: Don Fritsch

Recorded: May 12, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Don Fritsch

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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Adobe Acrobat Part 3

Speaker: June Hunter

Recorded: May 6, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will review the basics of Adobe, such as Bookmarking, Linking, comparing two PDFs, Watermarks, Headers, Footers, and Page Numbering.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

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Preliminary Injunction

Speaker: Jenny Riggs

Recorded: May 5, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Jenny Riggs

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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Information Governance Gone Wild! Data Mapping, Retention, Disposition, and Legal Hold in a Remote World

Speaker: Matt Mahon

Recorded: April 28, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Matt-Mahon

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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Family and Medical Discrimination in the Workplace

Speaker: Susan Swan

Recorded: April 14, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Susan Swan

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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Adobe Acrobat Part 2

Speaker: June Hunter

Recorded: April 12, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will review the basics of Adobe such as cropping, extracting, Fill & Sign and different features available. She will also show you how to create an Adobe Form, Formatting Text Fields, Redacting, and Editing.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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Bankruptcy – From a 60,000 Foot View

Speakers: Gary B. Rudolph and Kathleen A. Cashman-Kramer

Recorded: April 7, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Gary Rudolph and Kathleen Cashman Kramer

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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Adobe Acrobat Part 1

Speaker: June Hunter

Recorded: March 30, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will review the basics of Adobe such as creating a PDF and different features available. How to combine multiple documents into one PDF or how to split one PDF into several documents.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.
In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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Surviving the App-ocalypse

Speaker: Cat Casey

Recorded: March 24, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Catherine Casey

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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Independent Contractor or Employee

Speaker: Galia Aharoni Schmidt

Recorded: March 17, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Galia Aharoni Schmidt

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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Working with Digital Forensics Experts

Speaker: Tom Plunkett

Recorded: March 3, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Tom Plunkett

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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Creating Table of Contents & Table of Authorities

Speaker: June Hunter

Recorded February 22, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will review how Style applications will make the Table of Contents with ease and how they can help with the formatting process.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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Life Insurance… It’s More than Just a Death Benefit

Speaker: Charles Hamilton

Recorded: February 17, 2022

NO MCLE or CCLS credit is available for this webinar.

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Charles Hamilton

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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How Cities are Dealing with Police Reform

Speaker: Jonathan V. Holtzman

Recorded: February 10, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Jonathan V. Holtzman

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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The Remote World is Here to Stay: Are you Prepared?

Speaker: Mike Tisa

Recorded: January 27, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Mike Tisa

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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Quick Parts and Auto Text

Speaker: June Hunter

Recorded January 25, 2022

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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June Hunter

June will review how the Quick Part Gallery can be used to create, store, and/or reuse pieces of content, including AutoText, document properties, and fields. In addition, she will show how using AutoText can streamline commonly used text in your documents.

June Hunter is a graduate of the ABA-approved Paralegal Studies program at UC San Diego, June has worked in the legal field her entire career in roles such as a legal secretary, paralegal, litigation support, and computer software trainer. Her industry experience and talent has made her a go-to provider of clear, hands-on training for other legal professionals in how to effectively use legal software.

In addition to serving on the Board for the San Diego Paralegal Association, June volunteers as a Paralegal Mentor for the San Diego Paralegal Association and is an active member of American Association for Paralegal Education, Women in eDiscovery and the ESI Forum. She also teaches computer skills courses for UC San Diego’s Paralegal Studies Program.

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Emoji and eDiscovery – How to Mitigate Risky Business

Speaker: Matt Mahon

Recorded: January 13, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Matt Mahon

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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What do we want? Ethics Credit!

Speaker: Jeanine DeBacker

Recorded: January 6, 2022

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Jeanine DeBacker

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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The Evolving Landscape of Litigation Support Service Providers

Speakers: Vanessa Valdez Dalton and Joshua Jones

Recorded: December 26, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Investing Basics

Speaker: Charles Hamilton

Recorded: December 2, 2021

NO MCLE or CCLS credit is available for this webinar.

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Charles Hamilton

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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Insurance Fraud: A Billion Dollar Business

Speaker: Tamara Martin

Recorded: November 18, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Spotlight on Appeals

Speakers: Colette Bruggsman and Todd Eyster

Recorded: November 4, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Social Media: Ethical Evidence Collection & Use

Speaker: Joseph Jones

Recorded: October 28, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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The Importance of Using Data to Upskill Your Career

Speaker: Sheila A. Grela

Recorded: October 14, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Understanding the Value of Estate Planning and the Probate Administration Process

Speaker: Andrew Dignan, Esq.

Recorded September 16, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Buckle Up for Safety

Speaker: Scott Herndon, Esq.

Recorded: August 26, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Real Estate 101

Speaker: Paul DeAngelis, Esq.

Recorded: August 19, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Breach of Fiduciary Duty, What Happened to the Money

Speaker: Jane Migachyov

Recorded: August 7, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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California Wage & Hour Law Updates

Speaker: Karen J. Sloat

Recorded: August 7, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Unlawful Detainers – Residential

Speaker: Brian Skarbek

Recorded: August 7, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Returning to Work Means Returning to Different Personalities

Speaker: Diane L. Camacho

Recorded: August 5, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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California Environmental Quality Act (CEQA) Litigation and the Administrative Record

Speaker: Cheron J. McAleece

Recorded: July 22, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Service by Publication

Speaker: Don Fritsch

Recorded: July 15, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Managing Immigration Matters During a Divorce

Speaker: Tifany Markee, Esq.

Recorded: June 24, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Competitive Intelligence: What is it and How Can I Gather It?

Speaker: Bernie Greenspan, Ph.D.

Recorded: June 17, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Ethics Updates for Legal Professionals

Speaker: Alison P. Buchanan

Recorded: June 3, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Strategies to Stand Out in the Current Job Market Even if You’re Not Looking – FREE!

Speaker: Kristy Carbajal and Kathy Gershwind of Adams & Martin Group

Recorded: May 6, 2021

CCLS credit is available. MCLE credit is not available for this webinar.

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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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Motion Practice

Speaker: Lisa M. Cox, Gomez Trial Attorneys

Recorded: April 29, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Breakdown of the New “Paraprofessional”

Speaker: Laura Palazzolo, Dean at Lincoln Law School of San Jose

Recorded: April 24, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Conservatorships

Speaker: Lara J. Heisler with Heisler Rosenfeld LLP

Recorded: April 24, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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THIS WEBINAR IS TEMPORARILY UNAVAILABLE.

Bluebook vs. California Style Manual

Speaker: Professor Adrienne Brungess

Recorded: April 24, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Recent Criminal Law Updates

Speaker: Judge Jeff Mangar, Stanislaus County Superior Court

Recorded: April 24, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Nuts and Bolts of Special Immigration Juvenile Status

Speaker: Alison Foster Davis, Esq

Recorded: April 8, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Estate Planning for the Other 99%

Speaker: Deb Fox of Fox Probate Group

Recorded: March 25, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Broadway’s Hamilton: How We Perceive Ourselves and Our Constitution – FREE!

Speaker: Justice William Dato, Court of Appeal, Fourth Appellate District, Division One

Recorded: March 18, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Discovery Requests, Responses and Document Productions

Speaker: Lisa M. Cox, Paralegal with Gomez Trial Attorneys

Recorded: March 3, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Employee Engagement: What Does that Have to Do With Me? – FREE!

Speaker: Dr. Thomas Steele, Doctor of Education in Human Resource & Workforce Development at Davis Wright Tremaine, LLP

Recorded: February 11, 2021

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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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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The Changing Role of the Legal Professional

Speakers: The Panel consisted of Gerri Vidmar, Brandon Randolph, Christa Palamides, and Linda Quindt who will discuss the Changing Role of the Legal Professional.

Recorded: February 6, 2021

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

Gerri Vidmar is the Legal Support Manager at Dentons. Gerri’s legal journey started 42 years ago as a legal secretary. In 2014, she transitioned into her current position. Gerri is responsible for managing the legal support staff in Dentons San Diego and Phoenix offices. Having worked as a litigation secretary for several years, she understands the demands placed on present day legal professionals. Gerri currently serves on the Board of Directors for the San Diego Chapter of the Association of Legal Administrators. Gerri previously served as a board member of San Diego Legal Secretaries Association from 1994 – 1997. In 1995, Gerri was named SDLSA’s Secretary Cum Laude. In 2018, Gerri was the recipient of SDLSA’s Boss Cum Laude award. In her leisurely time, Gerri enjoys spending time with family and friends, kickboxing, strength training and reading.

Brandon Randolph is the Director of Administration for Pillsbury Winthrop Shaw Pittman LLP, Brandon provides leadership and support for Pillsbury attorneys in their relentless pursuit of our clients’ goals. Brandon has led various law firm teams for over 15 years with a focus on the construction and maintenance of high-performing teams. Brandon works to foster growth and accountability among those with whom he interacts. Brandon is well-versed in law firm administration and operations, including human resources, finance, information technology, marketing, facilities, support services and strategic planning. Prior to joining Pillsbury, Brandon was the Regional Director of Operations for a West Coast-based, full-service firm’s Los Angeles and Orange County offices.

Christa Palamides began her career as a legal secretary. She worked exclusively in family law for 20 before moving into law firm administration. Christa has over twenty-three years of experience as a law firm administrator. She considers time management, organizational skills, attention to detail, and problem solving to be just some of her strengths. Christa is a member of the Golden Gate Chapter of the Association of Legal Administration. She is also a member of Legal Professionals, Inc. (formerly Legal Secretaries, Inc.), and was President in 2008. Working as about as close to a dream job she can get, Christa is the Office Administrator for the San Francisco and Silicon Valley offices of Hogan Lovells, US LLP.

Linda Quindt is a Certified Legal Manager (CLM) and Finch, Thornton & Baird, LLP’s first and only Firm Administrator. As a member of the management committee, she is responsible for regular collaboration with the partners and implementation of the policies and procedures necessary to achieve established goals. Day-to-day duties include the oversight of administrative, technological, financial, legal support, and business development initiatives. Linda also works tirelessly to enrich the firm’s employee-centric culture and ensure Finch, Thornton & Baird is a top-choice legal career destination. Linda emphasizes people skills development combined with managing for efficiency. The firm has more than doubled in size since her 2003 arrival. Having worked for or managed law firms large and small since 1981, Linda is always apprised of the latest industry developments, including those opportunities that may improve firm processes, workflows, and efficiencies. Well respected by her peers, she maintains excellent relationships with the essential business partners that are vital to the delivery of the highest quality legal services to our clients. Linda is the face of the firm at many client and legal community events, too. She is an active volunteer in the Association of Legal Administrators (ALA)® on both a local and international level and in the Associated General Contractors, San Diego Chapter. Linda prides herself as a mentor to the employees at the firm, members of ALA, and the students she teaches at UCSD Extension Paralegal Program.

USDC, Northern District of California Overview and Impact of COVID-19

Speaker: Kathleen Shambaugh, Chief Deputy of Operations at the US District Court, Northern District of California

Recorded: February 6, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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What is a Professional Fiduciary?

Speaker: Russell Pottharst

Recorded: February 6, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Your Ethical Duty to be Technologically Competent

Speaker: Douglas Lusk, JD is an Adjunct Professor with Fullerton College; Mt. San Antonio College; Daemen College and UC – Berkeley

Recorded: January 28, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Zoom, Teams, Oh My! – Virtual Meetings & Spaces – FREE!

Speaker: Stephanie Hill

Recorded: January 26, 2021

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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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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Ethical Challenges in Legal Technology

Speakers: Carol J. Buckner, Esq., a Partner and General Counsel at Procopio, Cory, Hargreaves & Savitch, LLP and Sheila A. Grela, a paralegal at Procopio, Cory, Hargreaves & Savitch, LLP

Recorded: January 14, 2021

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Federal and State Court Calendaring

Speaker: Sheila Grela, Advanced Certified Paralegal in eDiscovery

Recorded: December 11, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Subpoena Series

Recorded November – December, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

Speaker: Jim Ayer is the Vice-President of Titan Legal Services

Recorded: November 5, 2020

This webinar discusses California subpoena laws for the State of California and U.S. District Courts.

Jim Ayer has been working in the subpoena industry since 1997 and is currently the Vice-President of Titan Legal Services. Along with his business partners, Jim has helped turn Titan Legal Services into one of the most trusted and knowledgeable subpoena services in California.

Speaker: Jim Ayer is the Vice-President of Titan Legal Services

Recorded: November 12, 2020

This webinar discusses deposition appearance subpoenas for California, including trial subpoenas.

Jim Ayer has been working in the subpoena industry since 1997 and is currently the Vice-President of Titan Legal Services. Along with his business partners, Jim has helped turn Titan Legal Services into one of the most trusted and knowledgeable subpoena services in California.

Speaker: Jim Ayer is the Vice-President of Titan Legal Services

Recorded: November 19, 2020

This webinar discusses federal subpoenas in the United States District Court.

Jim Ayer has been working in the subpoena industry since 1997 and is currently the Vice-President of Titan Legal Services. Along with his business partners, Jim has helped turn Titan Legal Services into one of the most trusted and knowledgeable subpoena services in California.

Speaker: Maurice Archelle, Paralegal with Nationwide Legal

Recorded: December 3, 2020

This webinar discusses the Foreign Domestication of Subpoenas.

Almost a decade of legal experience has made Maurice Robert Archelle a servant in the litigation field.
From his sharp legal research, uncanny document preparation, and his powerful knowledge of the Uniform Interstate Depositions and Discovery Act, has made Maurice basically a superhero.

As a paralegal who has created a successful career, Maurice has assisted Nationwide Legal, LLC in
building a Foreign Subpoena Division to prepare, file, and serve subpoenas domestic and international. His previous paralegal positions at law firms have been Verus Law Group and Jerry Legal Assistance. They have given him the skills to master the legal field.

Maurice has assisted attorneys, case managers, and management from Family to Real Estate law in being proficient and attentive regarding difficult cases. Mr. Archelle is an honors graduate at Fremont College and received his paralegal certificate there as well, an ABA approved paralegal program.

COVID-19 and Evictions

Speaker: Ashlee Gonzales, Brewer Offord & Pedersen LLP

Recorded: November 7, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Child Custody, Visitation, and Support Issues During COVID-19

Speaker: Andrea M. Leavy, Goss & Goss, APC

Recorded: November 7, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Employment Law During COVID-19 and Beyond

Speaker: Susan Bishop, Esq., Partner at the Law Office of Berliner Cohen, LLP

Recorded: November 7, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Civil Case Life Cycle

Speaker: Fredrick C. Crombie, Partner at Coblentz Patch Duffy & Bass LP

Recorded: October 15, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Social Media Ethical Evidence Collection & Use

Speaker: Joseph Jones, Bosco Legal Services, Inc.

Recorded: October 1, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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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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Taking Care of Your Mental Health in Difficult Times – FREE!

Speaker: Karen Foster, Professional Trainer and Coach

Recorded: September 24, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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This webinar discusses understanding trauma, developing harm reduction strategies, helping others around you for help.

Karen Foster is an award-winning professional development trainer with a proven track record of getting results. Since 2005, Karen has been empowering audiences across industries, cultures and generations to reach ever higher levels of personal and professional success. Karen connects with contributors at all levels of an organization to deliver impactful, relevant, and engaging trainings. She is a third generation Californian and a San Francisco State University alum where she studied Clinical Psychology. Currently she is loving life in Portland, Oregon.

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Fiduciary Accountings – The Basics

Speaker: Patricia A. Wenthe

Recorded August 20, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Patricia A. Wenthe (“Patty”) is a Senior Probate Paralegal and licensed Legal Document Assistant.  This webinar reviews each schedule used in an accounting for probate, trust and conservatorship cases along with an overview of the purpose of each schedule and how they work together to provide a balanced accounting.

About the Speaker:

Patricia A. Wenthe (“Patty”), Sr. Probate Paralegal and licensed Legal Document Assistant

In total, Ms. Wenthe has approximately 35 years’ experience in the legal field and 26 years as a probate paralegal.  After 15 years employed by law firms, she became an independent contractor and formed a legal support services business in 2005, and currently continues to own and operate Probate & Estate Services, Inc. “PES” (non-lawyer legal professionals).

PES serves numerous law firms, sole practitioners, professional fiduciaries and CPAs (on an independent contractor basis) preparing fiduciary accountings, commencement and management of probate and trust administrations, conservatorships and guardianships, as well as estate planning document preparation.

In 2017, she obtained her Legal Document Assistant license through the State of California which permits “self-help” legal document preparation services directly to the public.  These services are available in her same field of expertise.

She has two articles that have been published in the law journal of the State Bar of California – Trusts & Estates Quarterly (in 2016 and 2017) on the subject of conservatorship accountings and is a regular presenter of probate subject matter seminars, which have been approved by the State Bar for MCLE and LSCLE.

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Ethics & Coronavirus

Speaker: Elizabeth Bradley

Recorded August 15, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Elizabeth Bradley is the Partner at Rosen Saba, LLP. This webinar discusses ethics while working remotely and/or in the office.

About the Speaker:

Elizabeth L. Bradley is a career litigator and trial attorney. Her practice consists primarily of prosecuting and defending professional mal-practice, employment and general business litigation matters from commencement through trial, arbitration or settlement. In 2020, she was appointed as Chair of PREC, the Los Angeles County Bar Association’s Professional Responsibility and Ethics Committee.

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Understanding Contracts

Speaker: Galia Aharoni, Founding Attorney of Aharoni Business Law

Recorded: August 15, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Galia Aharoni is the founding attorney of Aharoni Business Law, a full-service modern law firm that assists small and growing businesses with corporate, employment, and intellectual property issues. This webinar will help you to understand the different parts of a contract.

Galia Aharoni, is founding attorney of Aharoni Business Law, a full-service modern law firm that assists small and growing businesses with corporate, employment, and intellectual property issues. Ms. Aharoni also provides in-depth employment law services for business owners, including strategic advice and education about local, state, and federal employment laws, handbook and employment policy preparation, assisting with hiring and firing, providing education and training on sexual harassment and other legal issues, and legal representation for discrimination, harassment, and other employment conflicts.

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Changes re Medi-Cal and Long Term Healthcare

Speaker: Christina McGonigle

Recorded August 13, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Christina McGonigle is a Partner at McGonigle & Hunsaker, LLP. This webinar discusses the newly enacted emergency orders regarding Medi-Cal due to Covid-19 that may have lasting impact on the Medi-Cal program. Ms. McGonigle discusses the emergency orders and Long Term Care Programs in California, including how to meet the medical and financial eligibility criteria, how to plan for eligibility, how to avoid estate recovery and the impact of Covid-19.

About the Speaker:

Christina McGonigle is a Managing Partner at McGonigle & Hunsaker, LLP, a law office that serves seniors, people with disabilities and their families. She graduated magna cum laude from Western State University College of Law in 2005. Prior to attending law school, she received her Bachelors degree in Political Science (cum laude) from California State University, Long Beach.
Ms. McGonigle is Vice-Chair of the Board of Directors of the Orange County Bar Association Section on Elder Law. She is also a member of the National Academy of Elder Law Attorneys and the Probate Section of the Legislative Resolutions Committee. Ms McGonigle serves on the Advocacy Committee of the Alzheimer’s Association, and meets with the legislators to advocate for issues affecting seniors. Ms. McGonigle is a frequent presenter and community volunteer for organizations that serve disabled adults and seniors. Ms. McGonigle practices in the areas of Trust and Estate Planning, Special Needs Trusts, Trust Administration, Conservatorships, Litigation, and Medi-Cal Applications and Appeals.

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Motions for Summary Judgment

Speaker: Lisa Cox, Senior Paralegal, The Gomez Law Firm

Recorded: July 16, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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This webinar discusses motions for judgment and adjudication.

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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THIS WEBINAR IS TEMPORARILY UNAVAILABLE.

Lemon Law

Speaker: John W. Hanson, B.A., J.D., LL.M., owner of The Hanson Law Firm

Recorded: July 9, 2020

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This webinar discusses Consumer Law: Car Sales and Warranty Repairs.

John W. Hanson, B.A., J.D., LL.M., practices exclusively in the area of consumer law, with a focus on the lemon law and car dealer fraud.

Mr. Hanson received J.D. and B.A. degrees from the University of Iowa, and an LL.M. from the University of London. After graduating from law school in 1996, Mr. Hanson clerked for an Iowa Supreme Court Justice, and subsequently clerked forthe Iowa Federal District Court. After moving to California, Mr. Hanson served as law clerk for the Honorable Nita L. Stormes, Magistrate Judge, United States District Court for the Southern District of California.

Mr. Hanson began his consumer law practice at a firm started by one of “Nader’s Raiders,” and eventually opened his own consumer-law practice more than ten years ago. In addition to his law practice, Mr. Hanson gives presentations on consumer law to public and professional groups, and he teaches a course on consumer law at Miramar College.

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Ethics in a Time of Remote Work

Speaker: Jeanine DeBaker, Esq.

Recorded: June 25, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Jeanine brings a practical, business-aware perspective to representing her employer clients. She helps businesses avoid lawsuits through thoughtful advice and counsel, well-crafted policies, and staff training. Jeanine also vigorously defends employers in lawsuits brought by current or former employees.

Jeanine represents employers in all areas of employment and benefits law, including wage and hour claims, harassment, discrimination, retaliation, wrongful termination, benefit plan corrections and other employment-related claims.

Jeanine assists clients in creating and implementing workplace policies and procedures, conducting harassment investigations, and counseling on employee performance management, including corrective actions and terminations. Jeanine often presents customized, on-site training programs for clients on a variety of human resources issues.

Jeanine is a sought-after presenter and offers engaging and entertaining workplace training programs, including harassment prevention training as required by California law.

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An Insiders Guide to the Ninth Circuit Court of Appeal

Speaker: Susan Gelmis

Recorded June 4, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Susan Gelmis is the Chief Deputy Clerk for Operations at the Ninth Circuit. This webinar discusses Ninth Circuit statistics about our caseload and information about how we process those cases, resources and filing tips.

About the Speaker:

She has been with the court for over 30 years, starting as a Motions Attorney in 1989. In 1992, she became the Supervising Attorney for the newly established Pro Se Unit, which she helped to define and create. In 1993, she worked with the Court and the federal bar to create the Circuit’s Pro Bono Program, which she directed for 22 years. She assumed the additional role of Supervising Attorney of the Motions Unit in 2000. Susan has served on numerous Circuit wide committees and task forces relating to prisoner and pro se litigation, and as liaison to the pro se law clerks in the district courts, organizing and speaking at Circuit wide and national conferences. In December 2015, Susan moved to the Clerk’s Office to assume her current position as Chief Deputy Clerk, where she oversees all docketing and filing and calendaring systems and procedures and organizes and speaks at CLE programs around the Circuit. Susan is a 1987 graduate of NYU Law School and originally a native of New York.

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California Appellate Procedure

Speaker: Cheron J. McAleece

Recorded May 28, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Cheron J. McAleece, is a Paralegal at The Sohagi Law Group, PLC and Cyndee Sauceda is an 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 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. 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.

Cyndee Sauceda, CCLS is the Practice Group Administrator for the Land Use & Environmental Departments for Meyers Nave and has been with the firm for sixteen 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 Specialty Law LSS Chair of Legal Professionals, Incorporated.

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Estate Planning & Elder Law in A New Era: Special Considerations for Covid-19

Speaker: Christina McGonigle

Recorded May 21, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker Christina McGonigle is the Managing Partner at McGonigle & Hunsaker, LLP. This webinar discusses estate planning while social distancing, court procedures during court closures and new COVID-19 rules regarding Medi-Cal.

About the Speaker:

Christina McGonigle is a Managing Partner at McGonigle & Hunsaker, LLP, a law office that serves seniors, people with disabilities and their families. She graduated magna cum laude from Western State University College of Law in 2005. Prior to attending law school, she received her Bachelors degree in Political Science (cum laude) from California State University, Long Beach.

Ms. McGonigle is Vice-Chair of the Board of Directors of the Orange County Bar Association Section on Elder Law. She is also a member of the National Academy of Elder Law Attorneys and the Probate Section of the Legislative Resolutions Committee. Ms McGonigle serves on the Advocacy Committee of the Alzheimer’s Association, and meets with the legislators to advocate for issues affecting seniors. Ms. McGonigle is a frequent presenter and community volunteer for organizations that serve disabled adults and seniors. Ms. McGonigle practices in the areas of Trust and Estate Planning, Special Needs Trusts, Trust Administration, Conservatorships, Litigation, and Medi-Cal Applications and Appeals.

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The New Virtual Reality: How to Make Remote Work, Work – FREE!

Speaker: Marni Beach

Recorded April 21, 2020

This webinar is eligible for 1 hour of CCLS credit. MCLE credit is not available for this webinar.

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Our speaker, Marni Beach, is a Legal Technology Trainer and owner of Legal Support Solutions.  This webinar discusses the new reality for many in the legal field: working from home.

Marni started her career as a civil litigation legal secretary over 25 years ago.  Over the years she discovered a passion for technology, particularly in sharing knowledge and teaching others in her field to effectively and efficiently use legal software.  She found that there was often a communication gap between two vital groups in any law firm, Information Technology (IT) and attorneys and legal support staff.  She started her own business, Legal Support Solutions, to provide an essential bridge between these two groups.

No matter the topic, Marni always delivers upbeat, user friendly technology training, easily adapting to both attorney and legal support staff environments of any size and level of experience.  With a professional yet relaxed teaching style, a sincere love to teach, a vast technical knowledge-base and a sense of humor, your training sessions with Marni are guaranteed to be both educational and enjoyable.

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A Practical Guide to FRCP 26: Disclosure & Cooperation

Speaker: Jill Williams

Recorded April 2, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Jill Williams, is a Partner at Carpenter, Rothans & Dumont, LLP This webinar discusses the ins and outs of Federal Rule of Civil Procedure section 26.

About the Speaker:

Jill Williams specializes in defending police departments and their officers in complex civil rights and wrongful death lawsuits and a variety of public agencies in employment discrimination and retaliation lawsuits.

Above all, Ms. Williams is a litigator, at ease in both federal and state court, who spends most of her time in the courtroom, in trial, deposition, preparing and arguing dispositive motions, writs and appeals, and handling complex discovery issues. Ms. Williams has had the opportunity of arguing before the Ninth Circuit Court of Appeals, California’s Fourth District Court of Appeal, and California’s Second District Court of Appeal. In addition, Ms. Williams had the distinct pleasure of drafting amici curie briefs for the United States Supreme Court on behalf of the League of California Cities and the International Municipal Lawyers Association.

Ms. Williams’ tenacity, knowledge of the law, and attention to detail has resulted in favorable verdicts and the dismissal of countless lawsuits brought against her clients.

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Diversity & Inclusion – What Every Employee Should Know

Speaker: Vida Thomas

Recorded March 19, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Vida Thomas, is a Partner at the Law Offices of Amy Oppenheimer. This webinar discusses unconscious bias, diversity and inclusion in the workplace.

Understanding Unconscious Bias

About the Speaker:

I am an AV-rated attorney and have practiced employment law in the private sector for 21 years, including co-owning a boutique employment law firm for 13 years. When my law partner retired in April 2012, I decided to “take a break” from the practice of law to pursue a business venture. It was an absolute blast, and a welcome change. To my surprise, I missed practicing law, helping employers solve their legal problems, so I have returned to lawyering with a new vigor! My practice encompasses independent workplace investigations, mediation services, expert witness work, and employee training on a wide range of workplace topics, including discrimination, harassment, retaliation, privacy and workplace safety.

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Overview of Business Entities And Formation

Speaker: Chad Ensz

Recorded March 12, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Chad Ensz, is a Partner at Dentons. This webinar discusses different types of business entities and formation.

About the Speaker:

Chad Ensz uses his J.D. and MBA degrees to help clients buy, sell, finance and operate their businesses through negotiations, documentation and advice for legal compliance. His practice focuses on general corporate transactional matters and regulatory compliance, including the representation of financial institutions and public and private companies in capital market transactions, mergers and acquisitions, licensing, joint venture and commercial transactions, and ongoing public company representation.

Chad also has significant experience with general business matters, including establishment of corporations, partnerships and limited liability companies, corporate governance and general contractual drafting and negotiation.

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Wills V. Trusts

Speaker: Nicole L Paschoal

Recorded February 6, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Nicole L Paschoal, is an attorney at Withers LLP. This webinar discusses the difference between a will and a trust.

About the Speaker:

Nicole practices in the areas of estate planning, trust and estate administration, charitable giving, and the representation of tax-exempt organizations. She focuses on wealth transfers for successful families and business owners, sophisticated estate and gift tax saving techniques, charitable planned giving, business succession planning, and probate and trust administrations.
Nicole won first place in the American College of Trust and Estate Counsel (ACTEC) Foundation’s 2018 Mary Moers Wenig writing competition with her article, “The Problem of Replacement Property in the Law of Ademption.”

This webinar will provide 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of self-study CCLS credit.

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Removals from State Court to Federal Court

Speaker: Bryan Hawkins

Recorded January 30, 2020

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Bryan Hawkins, is an attorney at Stoel Rives LLP. This webinar tells you detailed information about removals—What it is, Why Do It, and How To Do It Without Getting Sanctioned.

About the Speaker:

Bryan Hawkins is a litigator practicing in the firm’s Labor and Employment group with extensive jury and bench-trial experience. He represents employers in employment-related litigation in court and before administrative agencies such as the Department of Fair Employment and Housing and the Equal Employment Opportunity Commission. His practice also involves counseling employers on employment-related issues, including handbooks and policies. Bryan also provides counseling on labor issues, such as advising employers on how to effectively respond to union organizing campaigns, negotiate collective bargaining agreements, and manage the employer/union relationship. In addition, Bryan’s practice includes litigating complex commercial disputes in areas such as antitrust, business torts, and real estate.

Prior to joining Stoel Rives LLP, Bryan practiced for several years at a regional law firm located in San Francisco. While practicing in San Francisco, Bryan participated in the Volunteer District Attorney Program at the San Francisco County District Attorney’s Office where he assumed the role of a deputy district attorney and was independently responsible for the prosecution of a variety of crimes, including assault, battery, theft, arson, and driving under the influence.

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Practicing Law With A Light Heart And A Focused Mind – FREE!

Speaker: Cameron Stout

Recorded December 12, 2019

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Cameron Stout, is an attorney and Found and CEO of Stout Heart. Millions of people are affected by mental illness every year. It is time to talk about professional burnout and normalize mental health. This webinar is FREE for all legal processionals!

I am an attorney and a mediator. In 2013 I fought through a year-long depressive episode and got sober. Some special people took me by the hand and guided me along the path of healing. I decided to pay their strength and compassion forward by giving talks, including MCLE presentations, in which I share my story of ongoing, self-care, and hope.

The loneliness was destructive, yet I was hardly alone. One in five adults in our country experiences mental illness each year. Attorneys are particularly vulnerable. A February, 2016 nationwide study found that “21 percent of licensed, employed attorneys qualify as problem drinkers, 28 percent struggle with some level of depression, and 19 percent demonstrate symptoms of anxiety.” Younger attorneys in their first ten years of practice “exhibit the highest incidence of these problems.”

My in-person MCLE talks are on hold during the pandemic. I am writing more in an effort to help others fighting mental health and/or addiction issues, or who know someone who is. By reinforcing an ethos of compassion and balance, supported by a foundation of resilience and self-care, we can do our moral part in a changing legal world, and practice law with a lighter heart and a more focused mind.

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Ethics & Client Trust Funds

Speaker: Bethany S. Ensz, M.S.

Recorded November 14, 2019

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Bethany S. Ensz, M.S., teaches Ethics and Legal Research at UCSD. This webinar is focused on the evolving ethical standards of Client Trust Accounting. With this focus, attendees will benefit from an interactive dive into the role accounting plays in attorney-client relationships and come away with actionable strategies to more effectively navigate pitfalls of ethical violations with client trust funds.

About the Speaker:

Bethany recently worked as a corporate paralegal and office manager for Breakwater Law Group, LLP. Prior to joining Breakwater, Bethany was with Sheppard, Mullin, Richter & Hampton LLP. She started her legal career with McKenna Long & Aldridge LLP (now Dentons). Bethany graduated from Indiana University with a BS in Criminal Justice and a minor in Psychology and earned a MS in Legal Studies from the University of San Diego School of Law. She earned her paralegal certification from UCSD Extension, where she was inducted into the LEX Honor Society.

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ESI (Electronically Stored Information)

Speaker: Lauren E. Doucette, RCA

Recorded October 30, 2019

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Lauren E. Doucette, RCA, teaches Computers for the Legal Professional at UCSD. Learn what ESI is and why it is so important. This webinar will discuss the client’s duty to preserve ESI, what metadata is, and how to collect relevant data to your case, such as emails, cellphone data, social media, and data from the cloud.

About the Speaker:

Lauren E. Doucette, RCA is the Practice Technology and eDiscovery Project Manager at Sheppard Mullin, managing the Firm’s eDiscovery needs for the San Diego and Del Mar offices. The Practice Technology and eDiscovery Team administers sophisticated, cutting edge legal technology tools to augment the Firm’s litigation practice, including administering tools such as Relativity, CaseMap, TextMap, Page Vault, Kira, and TimeMap, and assists her case teams through all phases of the EDRM.

Lauren has a B.A. in Environmental Studies with an emphasis in Agroecology, Minor in Spanish from the University of California, Santa Cruz. She graduated from the University of San Diego ABA Paralegal school in 2013. She is the Southwestern Regional Director of Women in eDiscovery, San Diego and a member and past Director of the San Diego Paralegals Association.

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A Strategic View of Intellectual Property

Speaker: Bernie Greenspan, Ph.D.

Recorded October 24, 2019

This webinar is eligible for 1 hour of self-study MCLE credit by the State Bar of California and 1 hour of CCLS credit.

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Our speaker, Bernie Greenspan, Ph.D., teaches Intellectual Property classes at UCSD. This webinar discusses different types of intellectual property and how to protect them.

About the Speaker:

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 takes into account 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 a variety of 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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