LSS Webinars on Demand

Webinars on Demand are sponsored by Barkley Court Reporters.

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

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

Recorded: March 18, 2021

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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

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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?

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

Recorded: February 11, 2021

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The speaker is 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

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

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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

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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

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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

Speaker: Stephanie Hill

Recorded: January 26, 2021

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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

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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

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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

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

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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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Understanding Contracts

Speaker: Galia Aharoni, Founding Attorney of Aharoni Business Law

Recorded: August 15, 2020

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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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Motions for Summary Judgment

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

Recorded: July 16, 2020

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

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

Recorded: November 7, 2020

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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.

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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Employment Law During COVID-19 and Beyond

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

Recorded: November 7, 2020

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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.

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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Civil Case Life Cycle

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

Recorded: October 15, 2020

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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.

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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Social Media Ethical Evidence Collection & Use

Speaker: Joseph Jones, Bosco Legal Services, Inc.

Recorded: October 1, 2020

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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.

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

Speaker: Karen Foster, Professional Trainer and Coach

Recorded: September 24, 2020

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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.

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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Ethics in a Time of Remote Work

Speaker: Jeanine DeBaker, Esq.

Recorded: June 25, 2020

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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.

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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Wills V. Trusts

Speaker: Nicole L Paschoal

Recorded February 6, 2020

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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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California Appellate Procedure

Speaker: Cheron J. McAleece

Recorded May 28, 2020

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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.

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

Speaker: Marni Beach

Recorded April 21, 2020

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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.

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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Fiduciary Accountings – The Basics

Speaker: Patricia A. Wenthe

Recorded August 20, 2020

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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.

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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Ethics & Coronavirus

Speaker: Elizabeth Bradley

Recorded August 15, 2020

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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.

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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Changes re Medi-cal and Long Term Healthcare

Speaker: Christina McGonigle

Recorded August 13, 2020

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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.

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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An Insiders Guide to the Ninth Circuit Court of Appeal

Speaker: Susan Gelmis

Recorded June 4, 2020

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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.

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

Speaker: Christina McGonigle

Recorded May 21, 2020

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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.

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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A Practical Guide to Frcp 26: Disclosure & Cooperation

Speaker: Jill Williams

Recorded April 2, 2020

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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.

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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Diversity & Inclusion – What Every Employee Should Know

Speaker: Vida Thomas

Recorded March 19, 2020

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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.

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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Overview of Business Entities And Formation

Speaker: Chad Ensz

Recorded March 12, 2020

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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.

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

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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.

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

Speaker: Cameron Stout

Recorded December 12, 2019

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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.

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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Ethics & Client Trust Funds

Speaker: Bethany S. Ensz, M.S.

Recorded November 14, 2019

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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.

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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ESI (Electronically Stored Information)

Speaker: Lauren E. Doucette, RCA

Recorded October 30, 2019

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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.

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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A Strategic View of Intellectual Property

Speaker: Bernie Greenspan, Ph.D.

Recorded October 24, 2019

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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.

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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Excel 101

Speaker: Susan Montoya

Recorded September 19, 2019

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Our speaker, Susan Montoya is the IT Trainer at Pillsbury Winthrop Shaw Pittman LLP. Learn how to create a worksheet, enter and format data, printing and other new features.

About the Speaker:

Susan Montoya is the IT Trainer at Pillsbury Winthrop Shaw Pittman LLP.

This webinar is eligible for 1 hour of self-study CCLS credit only.

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Adobe Part II

Speaker: June Hunter

Recorded September 12, 2019

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Our speaker, June Hunter, teaches Computers for the Legal Professional at UCSD. This webinar discusses how to manipulate PDFs, edit, export, redact,

Bates numbering, bookmarking, creating portfolios & more.

About the Speakers:

When it comes to making things run smoothly, June Hunter is the person you want on your team. Equipped with a powerful combination of IT systems expertise and legal experience, June has a unique capability for recognizing and resolving the complex technology issues encountered in a law firm environment.

As a paralegal, she provides both transactional and litigation support and is instrumental in the implementation of discovery plans, including data analysis and the creation of databases or other review systems for legal personnel.

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.

This webinar is eligible for 1 hour of self-study CCLS credit only.

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Unlawful Detainers

Speaker: Matt Marino

Recorded September 6, 2019

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Our speaker, Matt Marino is a partner at Allen Matkins San Diego office. This webinar discusses commercial Unlawful Detainers.

Mr. Marino has strong experience in matters relating to retail and office landlord/tenant litigation, including tenant defaults, unlawful detainer, tenant use and common area disputes, exclusive use issues, shared maintenance expense disputes, and other similar issues. He speaks regularly to clients and industry groups on important issues for property owners, including expressive activities at shopping centers, proper crafting and enforcement of center rules, lease defaults and common pitfalls in the commercial unlawful detainer process.

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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The Case is Actually Going to Trial? What do I do Now? Parts One and Part Two

Speaker: Kelli Moro Radnothy and Alicia Aquino

Recorded August 1 and 22, 2019

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Our speakers, Kelli Moro Radnothy and Alicia Aquino of Summa Consulting Group discuss jury instructions, witness/exhibit lists, transcripts, logistics and lots more.

Organization is key! Anticipate every case going to trial. Do not miss this opportunity to learn from experts in the field. They will go through the entire trial preparation process, so you are prepared for anything!

Together Kelli Moro Radnothy and Alicia Aquino bring over 25 years’ experience in the legal industry, with heavy focus on trial preparations, trial support and legal technician skills. With both large and small firm experience, as well as plaintiff and defense specializations, Summa Consulting Group offers depth, value and expertise beyond traditional trial support services.

Smple forms and ther materials will be available in a zip file for download.

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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Employment Litigation Overview

Speaker: Rick Waltman

Recorded July 25, 2019

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Our speaker, Rick Waltman of Buchalter, discusses case intake, investigation and discovery considerations, personnel files vs. personnel records, administrative filings, timelines, organization, document management and more.

Rick Waltman is a member of the Trade Secrets and Employee Mobility, and Labor & Employment Practice Groups in the Firm’s San Diego office.

Mr. Waltman provides counseling services to businesses on a variety of employment-related issues, including compliance with the Employee Retirement Income Security Act of 1974 (“ERISA”), the Americans with Disabilities Act (“ADA”), the California Labor Code, the California Health and Safety Code, as well as other state and federal laws. He focuses his practice on minimizing liability for clients sued under the Fair Employment and Housing Act (“FEHA”), the Civil Rights Act of 1964, the California Family Rights Act (“CFRA”), and laws pertaining to employee pay and wage statements.

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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Practical Cybersecurity

Speaker: Bill Kammer

Recorded July 12, 2019

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Our speaker, Bill Kammer is a partner in Solomon Ward Seidenwurm & Smith and has specialized in technology, telecommunications, and business trials with over twenty years’ experience with electronic discovery matters. He heads his firm’s Electronic Discovery and ESI Services Group and advises clients, attorneys, and litigants about eDiscovery issues. The firm won the national Law Technology News award for Innovation in Technology.

Bill Kammer is a partner in Solomon Ward Seidenwurm & Smith and has specialized in technology, telecommunications, and business trials with over twenty years’ experience with electronic discovery matters. He heads his firm’s Electronic Discovery and ESI Services Group and advises clients, attorneys, and litigants about eDiscovery issues. The firm won the national Law Technology News award for Innovation in Technology.

He a founder of and chairs the steering committee of the San Diego ESI Forum and frequently lectures and writes about electronic discovery, cybersecurity and internet matters, and trial techniques. He has served as a court-appointed eDiscovery consultant and as a stipulated expert for mobile phone and social media discovery.

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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Become an Adobe Pro

Speaker: June Hunter

Recorded June 12, 2019

+ READ MORE

Our speaker, June Hunter, teaches Computers for the Legal Professional at UCSD. This webinar discusses how to manipulate PDFs, edit, export, redact, Bates numbering, bookmarking, creating portfolios & more.

When it comes to making things run smoothly, June Hunter is the person you want on your team. Equipped with a powerful combination of IT systems expertise and legal experience, June has a unique capability for recognizing and resolving the complex technology issues encountered in a law firm environment.

As a paralegal, she provides both transactional and litigation support and is instrumental in the implementation of discovery plans, including data analysis and the creation of databases or other review systems for legal personnel.

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.

This webinar is eligible for 1 hour of self-study CCLS credit only.

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Cutting Edge Ethics: Tips and Techniques for Compliance in Today’s Law Firm

Speaker: Heather Rosing, Esq

Recorded June 5, 2019

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Our speaker, Heather Rosing, Esq discusses tips and techniques for compliance in today’s law firm.

Heather L. Rosing serves as the Chairperson of the Professional Liability Department, working with a team of Klinedinst lawyers across the state in the defense of professionals such as lawyers and accountants. For approximately a decade, Ms. Rosing has also represented judges and commissioners in matters before the Commission on Judicial Performance and advised judicial officers on matters pertaining to judicial ethics.

Ms. Rosing is certified as a specialist in Legal Malpractice Law by the State Bar of California Board of Legal Specialization. Ms. Rosing has represented numerous lawyers and other professionals in hundreds of cases and matters in State Court, Federal Court, and arbitration proceedings. Her track record includes notable victories, both by way of motion and at trial.

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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Independent Contractor or Employee – The Impact of the new Dynamex Case!

Speaker: Galia Aharoni

Recorded May 2, 2019

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The speaker, Galia Aharoni, will discuss the California Supreme Court’s published decision that rewrote the rule on whether a worker is legally an independent contractor or an employee, making it much more difficult to categorize workers as a contractor.  This seminar will help you understand the new rule and avoid expensive lawsuits or fines in the future.

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.

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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Federal Court Rules

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

Recorded April 1, 2019

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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.

Description: Joe Diaz demonstrates the USDC Southern District of California’s CM/ECF system, including Rule 26 Scheduling Orders, obtaining motion hearing dates, processing of motion documents, types of motions, and what’s new in 2019 with the CM/ECF NextGen system.

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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The Double Shift: Are Employees with Family Responsibilities Protected from Discrimination?

Speaker: Susan Swan, Esq.

Recorded March 21, 2019

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Our speaker, Susan Swan, Esq. of Swan Employment Law discusses how the law does and does not protect caregivers, including family leave, pregnancy discrimination, and family responsibilities.

Swan Employment Law owner and trial attorney Susan Swan is a tenacious and agile advocate for employees who have been treated unfairly in the workplace. Susan has conducted twenty jury trials as first and only chair. As lead trial counsel in a sexual harassment case against a restaurant and its manager, she won on every single cause of action. As lead trial counsel in an unpaid wages case, she won the trial. She has also obtained multiple six- and seven-figure settlements.

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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Recorded Webinar – Bankruptcy:  A 60,000 Foot View

Speakers: Gary Rudolph of Sullivan Hill and Kathleen Cashman-Kramer

Recorded February 28, 2019

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Our speakers, Gary Rudolph of Sullivan Hill and Kathleen Cashman-Kramer, Trial Lawyer for Thomas Billingslea, Chapter 13 Trustee, discuss all aspects of Bankruptcy cases. 

Gary B. Rudolph is a shareholder at Sullivan Hill in San Diego. 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. He is the current Vice-Chair for the San Diego County Bar Association’s Bankruptcy Law Section, Past President of the San Diego County Bankruptcy Forum, and is a Member of the Local Rules Advisory Committee for the U.S. Bankruptcy Court, Southern District of California.

Ms. Cashman-Kramer practiced in the areas of business and commercial litigation, with emphasis on bankruptcy, real estate and title insurance matters. In addition to her work in state and federal courts, she represented creditors, committees, trustees and debtors in bankruptcy court and parties in non-bankruptcy work-outs. Ms. Cashman-Kramer has been a member of the San Diego Bankruptcy Forum since 1995 and served as their president in 2003.  She has been one of the co-chairs of the Bankruptcy Section of the San Diego County Bar Association since 2001 and has been a member of the California and San Diego Bankruptcy Forums since 1989.  She has been on the Mediation Panel for the Bankruptcy Court for the Southern District of California from 1990 to the present.  Since May 2016 she has served as the staff attorney for Chapter 13 Trustee Thomas H. Billingslea Jr., of the Southern District of California. 

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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California CCP 998: Offers to Compromise

Speaker: Christopher L. Walters, Esq. of Walters Law

Recorded January 31, 2019

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Christopher Walters graduated from the University of California, Berkeley with undergraduate degrees in Integrative Biology and Religious Studies in 1996. He then obtained his law degree from the University of Southern California Law School in 1999, where he was on the Southern California Law Review staff and graduated in the top 15% of his class.

Mr. Walters began his career with Ross, Dixon & Bell in San Diego. Ross, Dixon & Bell later merged with the international law firm of Troutman Sanders. Christopher was a partner at both Ross, Dixon & Bell and Troutman Sanders. After Christopher left Troutman Sanders, he worked at the law firms of Robbins Umeda (now Robbins Arroyo) and Mazzarella Law Group. After being a lawyer for almost 15 years, Christopher decided to start Walters Law Group.

Christopher lives in East County San Diego with his wife Laura and his three daughters. He currently serves on the Board of Directors of the San Diego Volunteer Lawyer Program and Toward Maximum Independence. He previously served on the Board of the East County Family YMCA. When he is not working, he enjoys spending time with his family, reading and camping.

Description: Mr. Walters covers the purpose of a 998 Offer, the mechanics and procedures for extending and accepting a 998 Offer, how does a 998 Offer incentivize settlement, what are the penalties for the rejecting party, 998 Offers issued to multiple parties, considerations in making and responding to a 998 Offer, and how to support a litigator in making 998 Offers.

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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Technology & Ethics

Speaker: Diane Mecca

Recorded December 6, 2018

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Our speaker, Diane Mecca co-owner of LeGals Attorney Support Services, discusses technology and ethical situations in the workplace.

Diane M. Mecca is a Certified Paralegal and a Certified Bankruptcy Assistant. Her primary focus is on Bankruptcy and Civil Law. She is the Co-owner of First Class LeGals Attorney Support Services, and she has been the Program Director/Instructor of the Certified Paralegal Program at Abrams College in Modesto since 2004.

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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Environmental Law & CEQA

Speaker: Stefanie Warren, Esq.

Recorded August 2, 2018

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The speaker, Stefanie Warren, Esq., will discuss Environmental Law and CEQA requirements.

Stefanie Warren is a member of Dentons’ Litigation and Dispute Resolution practice, and a member of the San Diego Regional Water Quality Control Board. 

She has represented clients in defense of environmental claims brought under the federal Resource Conservation and Recovery Act (RCRA), Clean Water Act (CWA) and Comprehensive Environmental Response.  She represented public agencies and developers in California Environmental Quality Act and land use litigation, and counseled consumer product manufacturers and retailers on compliance with California’s Proposition 65, which is the Safe Drinking Water and Toxic Enforcement Act. 

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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Bluebook v California Style Manual

Speaker: Mary-Beth Moylan

Recorded June 21, 2018

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The speaker, Mary-Beth Moylan, explains in detail the differences between Bluebook, CA Style Manual and ALWD Citation Guide.

Mary-Beth Moylan is the Associate Dean for Experiential Learning, University of the Pacific, McGeorge School of Law.  Ms. Moylan goes in detail about the differences between Bluebook, CA Style Manual and ALWD Citation Guide.

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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