Webinars on Demand

Legal Professionals, Inc. (LPI) is pleased to provide the following Webinars on Demand to our members and other legal professionals at an extremely reasonable cost.

Webinars purchased are for single-use only and may not be viewed by multiple attendees. The purchased webinar may not be shared via Zoom or any other meeting platform including a conference meeting.

If you have multiple attendees that would like to view the webinar, consider purchasing a Class Pass or contact LPI’s Education Director, Renee Evans, CCLS at educationdirector@legalprofessionalsinc.org regarding our affordable group rates.

Webinars on Demand are sponsored by Barkley Court Reporters.

Motions For Summary Judgment – On Demand

Speaker: Sheila Grela

Recorded: April 4, 2024

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 presentation will cover deadlines, requirements, potential issues, and examples of the good, the bad and the ugly relating to Motions for Summary Judgment | Adjudication in California Superior Courts. The presentation will also include multiple hand-outs with the rules spelled out for you, checklists, and proposed workflows. The most value item being provided is the list of what NOT to do.

Sheila Grela is a Paralegal / Producer / Moderator / Author

Sheila Grela is a paralegal at Buchalter, founder of Virtual Lunch with Leaders at the San Diego Paralegal Association (SDPA), the Program Director of the San Diego Chapter Women in eDiscovery, and the Secretary of the Law Practice Management Technology Section for the California Lawyers Association (CLA). She is a published author serving on the NALA Continuing Education Council and the Global Advisory Board for EDRM. Sheila enjoys teaching, presenting, and coaching. She has received awards acknowledging her advocacy, including the 2022 Gayle O’Connor GO Spirit Award and 2021 the CAPA Paralegal of the Year.

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Motions How To Avoid Common Mistakes – On Demand

Speaker: Sheila Grela

Recorded: March 21, 2024

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 be an overview of the most common motions in California Superior Courts (except motions for summary adjudication and/or judgment—a seminar on that subject is scheduled for April 4, 2024) including demurrers, motions to strike, discovery motions such as motion to compel or requesting a protective order. The material will also include understanding special motions such as motions in limine and motion to withdraw as counsel.

The presentation will also focus on avoiding nightmares caused by mistakes (i.e., do not have the motion being taken off calendar!).

Sheila Grela is a Paralegal / Producer / Moderator / Author

Sheila Grela is a paralegal at Buchalter, founder of Virtual Lunch with Leaders at the San Diego Paralegal Association (SDPA), the Program Director of the San Diego Chapter Women in eDiscovery, and the Secretary of the Law Practice Management Technology Section for the California Lawyers Association (CLA). She is a published author serving on the NALA Continuing Education Council and the Global Advisory Board for EDRM. Sheila enjoys teaching, presenting, and coaching. She has received awards acknowledging her advocacy, including the 2022 Gayle O’Connor GO Spirit Award and 2021 the CAPA Paralegal of the Year.

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Your Home Is Spying On You: How To Use Smart Device Data In Litigation – On Demand

Speaker: Brian Chase, Esq.

Recorded: March 7, 2024

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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More and more homes contain smart devices: Amazon Alexa, Google Home, Nest Thermostat, Smart TVs, Roombas, and more. These devices store all kinds of activities and send that data to the cloud. This CLE explores the types of data available, looks at some cases where that data was used, and discusses the law regarding the collection of this type of data.

Brian Chase is a Managing Director of Digital Forensics at ArcherHall, an expert witness, and an adjunct professor of law. Before joining ArcherHall, he was a practicing attorney and the owner of Chase Technology Consulting, a legal technology consulting firm providing digital forensics and e-discovery expertise. Mr. Chase is currently licensed to practice law in Arizona and New York.

Mr. Chase has a diverse education and work background. He spent years working as a network administrator for the University of Arizona. He has a Management and Information Systems degree from the Eller College of Management at the University of Arizona, a top ranked program in the country. Mr. Chase went on to earn a law degree, also from the University of Arizona. He has worked with various sized law firms both in an IT and legal capacity. He has consulted with firms on their use of technology within the office and has provided expert testimony in criminal and civil matters ranging from misdemeanors to murder to medical malpractice.

Mr. Chase has published and spoken on various technology related issues impacting law firms as well as parties in the civil and criminal justice system. He teaches various topics regarding law and technology, and digital forensics and evidence, at a variety of legal and technical conferences. He was honored by the Tucson Hispanic Chamber of Commerce and the Arizona Daily Star with a “Tucson’s 40 Under 40 Award”, which recognizes young leaders who are making an impact in the community with their professional and charitable work.

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Effective Representation Requires Effective Communication – On Demand

Speaker: Vivian Shreve, CCLS

Recorded: February 17, 2024

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

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Courts across the country have held that lack of writing skills are tantamount to incompetent representation. This presentation will go over spelling rules, grammar and some word usage. Reference will be made to Bryan Garner’s The Redbook: A Manual on Legal Style.

Vivian Shreve has been a legal secretary/assistant for more than 40 years. Vivian has been an Executive Assistant at Wilson Sonsini Goodrich & Rosati in Palo Alto, California since 2008. She is the current President of Santa Clara County Legal Professionals Association, where she has been a member since 2013. Vivian currently serves as LPI’s CCLS Chair, and prior to that was the Chair of the California Certified Legal Secretary Certifying Board.

She is passionate about the legal field, her association, and LPI. Vivian believes in giving back and has been instrumental in mentoring and inspiring many in this profession. In her spare time, Vivian enjoys cooking for her family, spending as much time as possible with her three grandsons, working with her German shepherd, and playing softball.

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Internet Cyber Security – On Demand

Speaker: June Hunter

Recorded: February 11, 2024

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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Phishing, Public Wifi, and Saving Passwords in your Browser; Join us and learn how to protect your personal information in this digital world.

June Hunter is a Technical Enablement Sr. Specialist at DISCO and teaches computer essentials at UC San Diego Extension in their ABA-approved Paralegal Studies program.

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First Legal Introduction & Filing in Los Angeles Superior County – On Demand – FREE!

Speaker: Sabrina Rodriguez

Posted: April 2, 2024

NO MCLE or CCLS credit is available for this webinar.

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Sabrina Rodriguez, the client training specialist with First Legal, will provide an overview of what First Legal offers and walk you through the steps of directly e-filing with the Los Angeles Superior Court.

Click here to watch.

Password: E-File@LACounty

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First Legal Introduction & Filing in Orange Superior County – On Demand – FREE!

Speaker: Sabrina Rodriguez

Posted: April 2, 2024

NO MCLE or CCLS credit is available for this webinar.

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Sabrina Rodriguez, the client training specialist with First Legal, will provide an overview of what First Legal offers and walk you through the steps of directly e-filing with the Orange Superior Court.

Click here to watch.

Password: E-File@OCCounty

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First Legal Introduction & Filing in Riverside Superior County – On Demand – FREE!

Speaker: Sabrina Rodriguez

Posted: April 2, 2024

NO MCLE or CCLS credit is available for this webinar.

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Sabrina Rodriguez, the client training specialist with First Legal, will provide an overview of what First Legal offers and walk you through the steps of directly e-filing with the Riverside Superior Court.

Click here to watch.

Password: E-File@RIVCounty

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Making Appeals Appealable – On Demand

Speaker: James (Jim) M. Wagstaffe

Recorded: February 17, 2024

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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Appeals in California and federal courts can seem daunting. Come hear appellate expert Jim Wagstaffe unravel the mysteries of state and federal appeals. This program will address notices of appeal, standards of review, creating the record, rules on briefs, appellate motion practice, oral argument procedures and requests for further review in higher courts.

James (Jim) M. Wagstaffe handles a diverse range of litigation matters. His practice focuses on complex litigation, professional and governmental representation, will and trust disputes, legal ethics, and First Amendment matters. Jim is also the author of The Wagstaffe Group Practice Guide: Federal Civil Procedure Before Trial, published by Lexis Nexis. In addition, Jim is recognized as an authority and frequently is consulted by other law firms and clients alike on complicated civil procedure, attorneys’ fees and trial practice issues.

Jim’s reputation as litigator is exemplified by his frequent retention in high stakes cases where his strategic and procedural expertise is particularly invaluable. Jim has recently tried multiple jury trials resulting in multi-million dollar verdicts for the firm’s clients. Jim is considered one of the most sought after First Amendment/defamation lawyers in the country. He has represented broadcasters, newspapers, magazines, celebrities and public officials, as well as a host of others – both as plaintiff and defendant.

In addition to his leadership as a trial lawyer, Jim is highly active in the firm’s appellate practice. He handles appeals in both state and federal courts, representing clients seeking to affirm a favorable trial court decision as well as those whose goal it is to obtain a reversal. Jim has established an enviable track record on appeal and has led the way in a number of groundbreaking decisions. For example, Jim has successfully argued many cases in the California Supreme Court including the recent anti-SLAPP statute victory in Baral v. Schnitt (2016) and In re Garcia (2014).

Jim is an adjunct professor in constitutional law and civil procedure at UC Law San Francisco (formerly Hastings College of the Law) and in Media Law at San Francisco State University. He has also taught the Practical Speech Communication course at Stanford University for over 35 years.

In addition, Jim currently serves as a member Chair of the Federal Judicial Center Foundation Board, appointed by the Chief Justice of the United States Supreme Court. For more than 30 years, he has been responsible for development and delivery of various annual forums, seminars, webinars, and workshop sessions directed at educating federal judges and their respective clerk staffs on civil procedure and other aspects of federal law. In 2017, he was selected as California Lawyer Attorney of the Year for his successful representation of The State Bar of California in a high-profile privacy trial. In addition, Jim has been consistently named one of the Top 100 Super Lawyers in Northern California.

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Family Law: Declaration of Disclosures – On Demand

Speaker: Stan Sarkisov, Esq.

Recorded: February 17, 2024

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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Learn what to review, look for and flag for your attorney when preparing disclosure documents. We will review the disclosure requirements, issues that come up while preparing Income and Expense Declarations (how do you have more expenses than income?). Help your attorney prepare and review disclosures and flag missing information.

Stan Sarkisov is an Associate Attorney in the family law department at Johnston, Kinney & Zulaica LLP. Stan’s practice includes family law litigation, mediation, and coaching-including working on issues of property allocation/division, child and spousal support, custody and visitation. Stan’s practice style prioritizes the client’s needs through a cost-benefit analysis of risk/reward. The goal is to maximize the client’s desired outcome in the most efficient path towards resolution. Prior to JKZ, Stan worked for a boutique family law firm in Oakland, CA.

Stan received his J.D. from the University of San Francisco School of Law, where he worked at the Unified Family Court as a law student. During law school, Stan was involved with the AIDS Legal Referral Panel (ALRP) and joined the Bay Area Lawyers for Individual Freedom (BALIF) as a student ambassador. He remains a member of BALIF and enjoys volunteering for his community.

Stan moved to California from Utah in 2009. Coming from a state grounded in “family values,” family law was a natural path. Prior to Utah, Stan’s family immigrated to the United States in 1992. Stan currently lives in Oakland, CA. For fun, he enjoys exploring new restaurants, traveling, and staying healthy.

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An Introduction to the Wonderful World of Trust Administration – On Demand

Speaker: Nathan D. Borris, Esq.

Recorded: February 17, 2024

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 context of this course is limited to the administration of a trust being administered following the death of a single grantor, and presumes that you have a basic understanding of trust formation and mechanics, which we will not discuss today. We will primarily discuss trust administration in the context of an individual grantor passing away, and the resulting tasks that will ensue. However, we will briefly discuss administration of joint trusts following the death of one or both grantors.

Nathan is an Associate Attorney in the Trust Administration and Probate departments at Johnston, Kinney & Zulaica LLP.

Prior to joining Johnston, Kinney & Zulaica LLP, Nathan maintained his own practice, The Law Office of Nathan D. Borris, Esq. in Hayward, California, having handled a multitude of matters ranging from bankruptcy law, wills, trusts and estates, civil litigation, criminal law and real property law.

Nathan is a member of the State Bar of California and the Alameda County Bar Association. Nathan has hosted several Continuing Legal Education seminars in the field of tax and bankruptcy law.

Nathan received his B.A. in political science from the University of California, Davis in 2005. He received his J.D. from Golden Gate University in 2009. While in law school, Nathan received a Certificate of Specialization in criminal law with distinction.

Nathan lives in Oakland. In his free time, Nathan enjoys cycling, climbing, cooking, anything outdoors, playing guitar, and spending time with his wonderful wife and their most amazing daughter.

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Narrating the Narrator: How Emerging AI Technology is Impacting the Legal Industry – On Demand

Speakers: Matt Mahon and Jerry McIver of Trustpoint.One

Recorded: February 1, 2024

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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With all the hype recently about generative AI and other AI software being used, it is imperative the legal professionals understand “the benefits and risks associated with relevant technology” to maintain their ethical duty of technology competence. From disinformation, to convincing content, to efficiencies gained by generative Ai, the technology has exploded in use in a short span of time.

Learn the positive along with the cautions of how this emerging (or shall we say already emerged) technology affects our day-to-day working and personal lives, and its impact on the legal industry. Key takeaways from the presentation include; “new” AI technology isn’t as new as we thing; responsible AI use and understanding of how it works; embracing AI tools intelligently for productivity gains while mitigating risk; use of generative AI in the practice of law; and discovery implications of generative AI.

Jerry McIver – Director of Trustpoint Cyber Services/Data Privacy Officer for Trustpoint.One

Jerry is the Director of Trustpoint Cyber Services where he helps clients from all industries in information governance and data privacy. He assists organizations in data discovery to comply with data privacy regulations and achieve information governance objectives. Jerry also serves as the Data Privacy Officer for Trustpoint.One, where he supports and maintains the organization’s data privacy program.

Jerry has a collective 20 years of experience supporting organizations with information governance, compliance, legal, cyber, and data privacy needs. Jerry is a Florida-barred attorney and previously served as a HIPAA Compliance Officer for a local health network and acted as the systems analyst and database administrator. He holds the CIPP/US, CIPP/EU and CIPM certifications and is a member of the International Association of Privacy Professionals. He currently resides in Gainesville, Florida.

Matt Mahon – Executive Director, Cyber and Discovery Services for Trustpoint.One

Matt is a Certified eDiscovery Specialist and Information Governance Professional with 16 years of experience supporting organizations with information governance challenges and compliance with their eDiscovery obligations. He is the Executive Director of Cyber and Discovery Services at Trustpoint.One where he leads strategy and training, consults with clients, delivers CLE presentations and is a frequent speaker on topics including emoji, internet of things, mathematics of technology assisted review, privacy, information governance and eDiscovery. Matt earned his B.A. in Mathematics Applied Sciences from UC San Diego and was a mathlete.

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Ex Parte Contacts: Know the Ethics Before Calling – On Demand

Speaker: Jonathan I. Arons, Esq.

Recorded: January 18, 2024

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 webinar will discuss the California rules that govern ex parte communications with witnesses, unrepresented parties, the judges or court personnel to ensure to stay within the law. Learn when and what is ok to discuss and who needs to be copied before you make your next phone call or send your next email!

Jonathan I. Arons has been an ethics lawyer for over 30 years, longer than many attorneys have been practicing. This level of experience matters when you are faced with a disciplinary proceeding. As most lawyers know, with experience comes familiarity with the judges, prosecutors, court clerks and others involved in the disciplinary process.

Jonathan has committed his entire legal career to professional ethics issues. Admitted to practice in 1983 and opening his firm in 1988, he concentrated on defending attorneys against discipline charges in the State Bar Court, advising applicants for admission or reinstatement to the California State Bar and advising attorneys and law firms on violations prevention and the resolution of ethical questions.

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Regulatory Changes at the State Bar: Civility and Client Trust Account Reporting – On Demand

Speaker: Leah Wilson

Recorded: January 11, 2024

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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Joining Leah from the State Bar will be Erika Doherty, Program Director at the Office of Professional Competence, and Steven Moawad, Special Counsel at the Division of Regulation.

The webinar will discuss Regulatory Changes at the California State Bar, including Rule 8.3 on Mandatory Reporting Obligations (for when an attorney has credible evidence of misconduct by another attorney), the Client Trust Account Protection Program (CTAPP) and new Attorney Civility Requirements.

Ms. Wilson was appointed to the position of Executive Director for the State Bar of California in 2017 and reappointed in 2021. In that capacity, she manages a $280 million budget and over 600 staff who are responsible for regulation, licensing, and discipline of California attorneys, as well as for promoting access to legal services and diversity and inclusion in the legal profession.

Before joining the State Bar Ms. Wilson served as the Court Executive Officer for the Alameda County Superior Court. There, in addition to being responsible for overall court operations, personnel, budget and policy, she took a particular interest in collaborative courts, and advocated for the use of risk assessment tools and an expansion of effective alternatives to incarceration.

Ms. Wilson holds a Master’s Degree in Public Policy and a Juris Doctorate, both from the University of California, Berkeley, and is a member of the California State Bar. She also served as President of the Berkeley Unified School District’s Board of Education.

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Know the Latest Rules About Conservatorships – On Demand

Speaker: Christina McGonigle

Recorded: December 14, 2023

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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There have been numerous changes in conservatorship law since the #FreeBritney movement. This webinar will review the new laws that could affect your client or a loved one.

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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Ethics for Legal Professionals – On Demand

Speaker: The Honorable Sunil R. Kulkarni

Recorded: November 11, 2023

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 Kulkarni will discuss ethics considerations for legal professionals, with particular emphasis on interactions with court personnel.

Santa Clara County Superior Court Judge Sunil R. Kulkarni joined the bench in October 2013 and currently has a complex civil litigation assignment.

Before becoming a judge, Judge Kulkarni worked as a senior litigation counsel for the University of California for almost 3 years. Before UC, he was a partner (and associate) with the Palo Alto office of Morrison and Foerster LLP for 13 years, specializing in intellectual property and securities litigation. He also was a law clerk for the Honorable Oliver W. Wanger, U.S. District Court (E.D. Cal.), from 1996 to 1997. Judge Kulkarni received his law degree with high honors from the University of California, Hastings College of the Law in 1996, and his undergraduate degree in mechanical engineering with honors from the University of California, Berkeley in 1993.

Judge Kulkarni is currently the supervising judge of his court’s civil division. Before his current assignment, he had many different civil and criminal assignments. In addition, he teaches legal ethics to judges across California and helped develop the current statewide legal ethics training program for judges.

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Judicial Ethics and the Commission on Judicial Performance – On Demand

Speaker: Greg Dresser

Recorded: November 11, 2023

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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What exactly is the Commission on Judicial Performance and what authority do they have? Mr. Dresser will go into detail as to the composition of the Commission and procedures.

Gregory Dresser became the Director-Chief Counsel at the California Commission on Judicial Performance in October 2017.

For two and one-half years before that, Mr. Dresser was part of the executive team in the Office of the Chief Trial Counsel of the State Bar of California, including serving as interim Chief Trial Counsel for more than a year.

Prior to his work for the State Bar, Mr. Dresser was a litigation and trial attorney at Morrison & Foerster LLP in San Francisco for more than 25 years.

Mr. Dresser received his law degree from the University of Chicago, and his undergraduate degree from the University of Pennsylvania.

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Ethical Issues and Virtual Remote Work – On Demand

Speaker: Alison P. Buchanan

Recorded: November 11, 2023

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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While some lawyers were adept at remote work prior to the pandemic, the majority of us were catapulted into this strange new world by the global pandemic in 2020. Three years later, even as many lawyers have returned to in-person work, there is no doubt that things in the legal field have changed forever. Many firms are offering hybrid work options for lawyers and staff. Some firms have transitioned to being fully remote (and fully paperless). Many courts have a strong preference for video appearances, rather than in-person appearances. For some, this “new normal” is a blessing; for others, a curse. This CLE program will address ethical issues that arise in the context of virtual remote work, including but not limited to competency (Rule 1.1), the duty to communicate (Rule 1.4), confidentiality (Rule 1.6), conflicts (Rules 1.7 and 1.9), the duty to supervise (Rules 5.1, 5.2, and 5.3), multijurisdictional practice (Rule 5.5), and others.

Alison Buchanan is a Shareholder in the firm’s Silicon Valley office, where she focuses her practice on business litigation. Alison is the Chair of the firm’s Business Litigation Practice Group. She represents clients in complex business disputes, including contract, fraud, misappropriation of trade secrets, unfair competition claims, and employment law litigation. She has significant trial experience, including serving as lead trial counsel in jury and bench trials in state and federal court.

Alison is a Certified Specialist in Legal Malpractice Law as certified by the State Bar of California Board of Legal Specialization. Her additional experience in employment and real estate litigation makes her a valued resource for her clients. Alison is a sought-after speaker on attorney ethics.

Alison was named a “Northern California Super Lawyer” from 2013-2022. Each year, no more than five percent of the lawyers in the state are selected by the research team at Super Lawyers to receive this honor. She was named a Northern California “Rising Star” in 2012.

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Calendaring, Part Two – Federal Court – On Demand

Speaker: Sheila Grela

Recorded: October 19, 2023

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 webinar will discuss the fundamental differences between calendaring deadlines in the Superior Court and the Federal Court.

Sheila Grela is a paralegal at Buchalter, founder of Virtual Lunch with Leaders at the San Diego Paralegal Association (SDPA), the Program Director of the San Diego Chapter Women in eDiscovery, and the Secretary of the Law Practice Management Technology Section for the California Lawyers Association (CLA). She is a published author serving on the NALA Continuing Education Council and the Global Advisory Board for EDRM. Sheila enjoys teaching, presenting, and coaching. She has received awards acknowledging her advocacy, including the 2022 Gayle O’Connor GO Spirit Award and 2021 the CAPA Paralegal of the Year.

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Calendaring, Part One – Superior Court – On Demand

Speaker: Sheila Grela

Recorded: October 5, 2023

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 webinar will demonstrate how to user-trigger dates and rules to calendar statute of limitations, filing deadlines, exceptions, and appeal deadlines. Learn how to reduce risks by following strict calendaring protocols.

Sheila Grela is a paralegal at Buchalter, founder of Virtual Lunch with Leaders at the San Diego Paralegal Association (SDPA), the Program Director of the San Diego Chapter Women in eDiscovery, and the Secretary of the Law Practice Management Technology Section for the California Lawyers Association (CLA). She is a published author serving on the NALA Continuing Education Council and the Global Advisory Board for EDRM. Sheila enjoys teaching, presenting, and coaching. She has received awards acknowledging her advocacy, including the 2022 Gayle O’Connor GO Spirit Award and 2021 the CAPA Paralegal of the Year.

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Diversity & Inclusion – What Every Employee Should Know – On Demand

Speaker: Vida Thomas

Recorded: September 28, 2023

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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Vida Thomas believes that having an inclusive and diverse place of employment is very important. It doesn’t matter who you are — attorney, paralegal, secretary, file clerk — everyone deserves to feel equally supported in all areas of the workplace.

Vida has practiced law for more than 25 years. She started her career as an employment defense litigator. She also advised employers on all aspects of employment law and human resources management as governed by Title VII, the California FEHA, ADA, ADEA and other federal and state employment laws.

Vida has conducted more than 200 workplace investigations and is experienced in complying with Title IX, Title 5, the Public Safety Officers Procedural Bill of Rights and the Firefighters Procedural Bill of Rights.

Vida also routinely conducts sexual harassment prevention training — including AB1825 compliance training — for state agencies and private companies. She teaches managers and supervisors how to implement legally effective performance reviews. She has conducted dozens of seminars on the Americans with Disabilities Act, the Family Medical Leave Act, employee drug testing and sexual harassment investigations.

Before joining the firm, Vida was Of Counsel with Stoel Rives LLP and Weintraub Tobin Chediak Coleman Grodin Law Corporation. She began her legal career as an employment litigator at Kronick Moskovitz and then co-founded Carlsen Thomas, LLP, a boutique employment law firm that offered workplace investigations and employee training throughout California for 13 years.

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Tips for Job Interviewing from an Interviewer’s Perspective – On Demand

Speaker: Heather Larrick

Recorded: September 21, 2023

This webinar is eligible for 1 hour of CCLS credit.

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Heather has been interviewing people looking for employment in law firms for over 20 years! This webinar will discuss her thoughts and insights about how to successfully navigate law firm job interviews.

She is the Executive Director of Hoge Fenton. She joined the firm in 2019, bringing over 20 years of midsize and large law firm leadership experience. She leads the firm’s administrative functions, including finance, marketing, quality assurance and risk management, human resources, staff support, systems administration, information resources, vendor relationships, facilities, and communication.

She is dedicated to achieving the highest level of excellence in all administrative and operations functions by balancing the interests of stakeholders across the organization. Her proficiency in legal compliance, employee recruiting and performance management, combined with her integrity and thoughtful approach to problem solving, help her reach this goal. Heather has expertise in building collaborative teams and fostering a collegial and effective working environment.

She is a Certified Legal Manager and active member of the Association of Legal Administrators. She is certified as a Professional in Human Resources in California (PHRca). Heather is also certified as a Senior Professional of Human Resources (SPHR).

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San Francisco Superior Court – On Demand

Speakers: Maria Olopernes-Pena and Ernalyn Bura, Civil Court Managers

Recorded: August 24, 2023

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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They will Law & Motion Discovery, Real Property Court, and Electronic filing at the Civic Center Courthouse.

Maria Olopernes-Pena is a Civil Courtrooms Manager at the San Francisco Superior Court. Ernalyn Bura is a Civil Operations Manager at the San Francisco Superior Court.

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Real Estate 101 – On Demand

Speaker: Vivan Shreve, CCLS

Recorded: August 12, 2023

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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Vivian will review the basics of Real Estate including ownership, acquisition and transfer of real property land the different types of deeds.

Vivian Shreve has been a legal secretary/assistant for more than 40 years. Vivian has been an Executive Assistant at Wilson Sonsini Goodrich & Rosati in Palo Alto, California since 2008. She is the current President of Santa Clara County Legal Professionals Association, where she has been a member since 2013. Vivian currently serves as LPI’s CCLS Chair, and prior to that was the Chair of the California Certified Legal Secretary Certifying Board.

She is passionate about the legal field, her association, and LPI. Vivian believes in giving back and has been instrumental in mentoring and inspiring many in this profession. In her spare time, Vivian enjoys cooking for her family, spending as much time as possible with her three grandsons, working with her German shepherd, and playing softball.

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The Nuts and Bolts of a Multi-Million Dollar Settlement: How to Maximize Your Recovery in a Personal Injury Case – On Demand

Speaker: Kevin McDonough, Morey & Upton, LLP.

Recorded: August 12, 2023

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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Mr. McDonough will go through a multi-million-dollar personal injury case from inception to settlement. You will learn first-hand what such a case involves, the type of injuries to classify as a multi-million-dollar case, and how different this is from what we see and hear on TV.

Kevin M. McDonough is a Partner who has been with Morey & Upton, LLP since 2009. With nearly two decades of experience in personal injury, Mr. McDonough is a zealous and passionate advocate who fights relentlessly for his clients. Over the course of his career, Mr. McDonough has deepened his practical knowledge of the law, tailoring its application to serve his clients’ unique needs and achieve optimal results, including numerous multimillion-dollar recoveries.

Mr. McDonough graduated from the University of California, Davis with a B.A. in history and earned his Juris Doctorate from Whittier Law School, where he consistently ranked in the top of his class and graduated cum laude. While attending Whittier Law School, Mr. McDonough was named to the Dean’s List and Honor Roll and received a CALI Excellence for the Future Award in Transactional Writing.

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Deposition Subpoenas for Business Records, Notice to Consumers, Custodian Declarations – On Demand

Speaker: Jim L. Ayer, Vice-President of Titan Legal Services

Recorded: August 12, 2023

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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During this presentation, Mr. Ayer will provide a brief overview of the subpoena laws in California. There are different rules for each subpoena type available.

Jim Ayer is currently the Vice-President of Titan Legal Services and has been in the Subpoena industry since 1997. He was previously the Office Manager for Whitmont Legal Technologies’ Subpoena Division and later became the division’s Senior Account Executive.

Along with his business partners, Jim has helped turn Titan Legal Services into one of the most trusted and knowledgeable Subpoena Services in California and Titan takes take great pride in providing excellent customer service to their clients throughout the state.

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USDC – Southern – On Demand

Speaker: Joseph Diaz

Recorded: July 27, 2023

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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Mr. Diaz will provide an overview of NextGen CM/ECF v1.7.1 and a review of the upgrade. During this review he will discuss linking the CM/ECF account to a PACER account. Finally, he will review looking up active attorney bar members, new civil case submissions, and best e-filing practices.

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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Placer Superior Court – On Demand

Speakers: Holly Dodge and Kristen Peeters

Recorded: July 20, 2023

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 presentation will review court updates, processing times, when to request court interpreters, and eService for restraining orders. The clerks will also provide a Calendar Matrix update and other important information pertaining to Placer Superior Court.

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 – Central – On Demand

Speakers: Nancy Hackney, Sarah Walsh, and Luis Rodriguez

Recorded: July 13, 2023

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 informative webinar will include electronic filings on the Case Management/Electronic Case Files (CM/ECF) system, judges’ procedures, the latest changes to local rules, and other court news.

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 others on 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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El Dorado Superior Court

Speakers: Michael Friel and Amanda Sooth

Recorded: June 29, 2023

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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They will review the court’s continued conversion to the e-court case management and online access to files which will occur early in the Summer of 2023.

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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Sacramento Superior Court

Speaker: Rebecca Patterson with the Sacramento Superior Court

Recorded: June 8, 2023

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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Rebecca Patterson with the Sacramento Superior Court. Rebecca will review Ex Parte Application for Temporary Emergency Orders, Notice of Remote Appearances (RA-010, RA-015, RA-020), and 2336 Judgments.

Rebecca Patterson obtained a Bachelor’s of Science in Criminal Justice and Human Biology from

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

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What You Need to Know About Writs

Speaker: Michael Kern, President and CEO of Direct Legal Support, Inc.

Recorded: June 1, 2023

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

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

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

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

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Canva 101 for Beginners – On Demand

Speaker: Cara M. Clark, CCLS

Recorded: May 18, 2023

NO MCLE or CCLS credit is available for this webinar.

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Clara will provide a basic understanding of how Canva works and how to create flyers for your office.

Carla M. Clark, CCLS has over 25 years of experience working with civil litigators that specialized in personal injury, insurance bad faith, business, and construction litigation. She specialized in complex civil litigation and enjoys taking on the complex matters. For Carla, no case was too large to manage.

Currently, Carla has taken her years of experience and now owns and operates her own consulting, in-house training, seminar/webinar, continuing education and publication business which emphasizing on California Civil Litigation Rules and Procedures. She also holds seminars that emphasis on local rules and procedures in the counties of San Diego, Los Angeles, Riverside and Orange. She is also the editor and publisher of the Mary Alexander’s Civil Litigation Manual. She is very excited that her production company is gearing up and will be back up and running in time to publish once again come January 2023.

She passed the CCLS exam twice, once in 2010 and again in 2021. She was the SDLSA CCLS Study Group leader for several years and proudly worked with, and took the test with the 7 most current SDLSA CCLS. She is so very proud of them. She was also the civil litigation instructor for the last 3 years that SDLSA held their Beginning Legal Secretary Training Course. She was nominated and selected as the 2011 SDLSA Secretary Cum Laude, and was presented with an award for her 2021-2022 Continued Commitment to Elevate SDLSA and LPI. She is a long-time member of the San Diego Legal Secretaries Association and has been their President since 2020.

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Corporate 101 including LLCs

Speaker: Vivian Shreve, CCLS, of Wilson Sonsini Goodrich & Rosati

Recorded: May 13, 2023

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

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

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Copyright Law in Entertainment and Art

Speaker: Bethany Rabe, Esq., Of Counsel at Greenberg Traurig, LLP, in Las Vegas

Recorded: May 13, 2023

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

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

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

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Marsy’s Law & Victim Rights

Speaker: Brooke Mansfield, Modoc County Victim Services Coordinator

Recorded: May 13, 2023

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

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

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

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Protecting The Protectors: Legal Issues Facing Law Enforcement

Speaker: Jason Jasmine of Messing Adam & Jasmine LLP

Recorded: May 12, 2023

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

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

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

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

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So Your Case Is Going to Trial – Part 2

Speaker: Alicia Aquino of Aquino Trial Services

Recorded: April 27, 2023

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

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

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So Your Case Is Going to Trial – Part 1

Speaker: Alicia Aquino of Aquino Trial Services

Recorded: April 6, 2023

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

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

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

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

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

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

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Difficulties in Applying for SSDI

Speaker: Roopen Parekh, Esq.

Recorded: March 23, 2023

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

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

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

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

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

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

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A to Z: Making Your Way Through a Guardianship Matter

Speaker: Loni Klein, Esq.

Recorded: March 9, 2023

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

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

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

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

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Changes in the Law – State and Probate

Speaker: Azita Rahim, Associate Attorney in the Trust Administration

Recorded: February 25, 2023

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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Azita Rahim

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

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

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

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

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

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

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What You Need to Know About Mediation and Conflict Resolution

Speaker: Lawrence Randall Drew

Recorded: February 9, 2023

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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Lawrence Randall Drew

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

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

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

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

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

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Strategies for Maximizing Your Social Security Income – FREE!

Speaker: Charles Hamilton, Financial Planner

Recorded: February 2, 2023

NO MCLE or CCLS credit is available for this webinar.

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

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

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Real Estate 101: The Purchase Sale Agreement

Speaker: Russell E. Morse Senior of Counsel, with Meyers Nave

Recorded: January 26, 2023

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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Russell Morse

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

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

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

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

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Attorney-Client Privileged Communications Relating Thereto

Speaker: Kristof D. Szoke, Esq.

Recorded: December 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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Kristof Szoke

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

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

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Review of CA Rules of Professional Conduct (2 Hours)

Speaker: Heather L. Rosing

Recorded: December 3, 2022

This webinar is eligible for 2 hours of self-study MCLE credit by the State Bar of California and 2 hours of CCLS credit.

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Heather Rosing

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

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

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

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Civil Litigation 101: Calendaring

Speaker: Carla Clark

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

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

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California Rules of Professional Conduct: Confidentiality of Information, Conflicts of Interest, Safekeeping Property, Duties to Prospective Clients, Legal Advice, Safeguards (Ethics 2)

Speaker: Diane M. Mecca, CP, CBA

Recorded: November 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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Diane M. Mecca, CP, CBA

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

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

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California Rules of Professional Conduct: Competence, Scope of Representation, Diligence, Communication (Ethics 1)

Speaker: Diane M. Mecca, CP, CBA

Recorded: November 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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Diane M. Mecca, CP, CBA

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

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

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Probate Referee for Santa Barbara and San Luis Obispo Superior Court

Speaker: Sandi Miller and Michelle Kee

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

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

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

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Real Property Apportionment

Speaker: Kenny Pierce

Recorded: October 20, 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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Pierce & Co

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

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

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

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

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Assets & Aging

Speaker: Bob Scrivano

Recorded: October 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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Bob Scrivano

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

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

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

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E-Recording Do’s and Don’ts

Speaker: Michael Kern

Recorded: October 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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Michael Kern

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

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

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

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

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

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Sacramento Superior Court

Speakers: Rebecca Patterson, Isela Romo, Suzette Cade, and Heidi Nelson

Recorded: September 29, 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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Sacramento Superior Court

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

Speakers Bio:

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

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

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

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

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Discovery Do’s and Don’ts

Speaker: Angela Jae Chung

Recorded: September 22, 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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Angela Jae Chun

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

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

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

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

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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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USDC – Central District Court

Speaker: Nancy Hackney with the CM/ECF Helpdesk Team

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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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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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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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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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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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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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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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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