Webinars on Demand

Martin Kayondo joined the First Legal Network in the winter of 2000 in the Court and Messenger Services divisions. With a firm foundation in computer systems and over a year of experience in Attorney Service under his belt, Martin became a founding member of the First Reprographics division in the fall of 2002. This division was responsible for all document preparation as it pertains to subpoenas for records, serving of those subpoenas, and the copying and dissemination of records to all interested parties. This division also handled all aspects of litigation copying, scanning, and Electronic Data Discovery/ESI. After nine (9) months, Martin was promoted to department manager and eventually General Manager in 2003.

For the next six (6) years, Martin oversaw the growth of the division, which eventually split into two separate organizations, First Records Retrieval (formally First Reprographics, handling all subpoena-based work) and First Digital Solutions, which now handles all of the litigation copy, scanning, and EDD/ESI services. Martin became President of the First Records Retrieval division in 2013. To further the growth of the division, Martin transitioned into a business development role as VP of Sales for the division in 2018. With the experience garnered from the two divisions, Martin also acquired accreditation to be a presenter for two MCLE courses; (1) Civil Procedure for Discovery and the Subpoena Process and (2) E-Discovery Past Present and Future.

First Records Retrieval specializes in providing Law Firms, Insurance Companies, Corporations and TPAs with National Records Retrieval Solutions and Deposition Officer Services. For over 20 years, Martin has been actively involved in all aspects of his division from document preparation to record dissemination and education.

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Join Sigrid and Maurice with Nationwide Legal as they review Foreign Subpoenas and their requirements. The term “foreign subpoenas” includes out of state subpoenas within the United States (e.g., Nevada, Texas, New York, etc.) and are the primary focus of this webinar.

Maurice Archelle is a Paralegal Domestications Coordinator at Nationwide Legal LLC with 14 years of experience in the litigation field.

Sigrid Propper is the Managing Director of Sales at Nationwide Legal LLC with 17 years of experience in the industry.

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

Join us as Vivian goes over how to calculate damages in personal injury, employment, and other cases, as well as how to calculate interest on overdue amounts. Also covered: the basics of calculating billable hours, lawyer or paralegal fees; how to fairly and accurately calculate settlements, including deductions for legal fees, taxes, or other applicable costs; and how to calculate an executor’s fee on large and small estates.

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. 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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Speaker: June Hunter of CS DISCO and U.C. San Diego Extension Paralegal Studies

MS Pilot is an innovative solution designed to enhance collaboration, productivity, and workflow efficiency. We will explore its key features – from seamless integration with MS 365 apps to its ability to streamline project management and communication across teams. Learn how to leverage Pilot’s tools for managing tasks, tracking progress, and collaborating in real-time.

Whether you are new to Microsoft Pilot or looking to optimize its use, this session will provide valuable insights and practical tips to help you get the most out of this powerful collaboration platform.

June Hunter is a Technical Enablement Lead with CS DISCO, as well as an adjunct instructor for U.C. San Diego Extension’s ABA-Approved Paralegal Studies Program. She has been LPI’s Legal Technology Trainer since 2021.

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Speaker: Bethany Ensz, MS, of the U.C. San Diego Division of Extended Studies

An insightful seminar designed specifically for legal professionals looking to understand how ChatGPT and artificial intelligence are transforming the legal landscape. As AI technologies become increasingly integrated into various sectors, the legal field is not exempt from the impact. This session will explore the opportunities and challenges that AI presents to legal practitioners.

Bethany is a Legal Research and Analysis instructor at UCSD Division of Extended Studies and holds a B.S. in Criminal Justice and a minor in Psychology. She has a Master’s Degree in Legal Studies from the UCSD School of Law and earned her paralegal certification from UCSD Division of Extended Studies. Bethany is the newest member of LPI’s instructor team, teaching legal research and writing.

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Speaker: Lynne Prescott, CCLS, of Messing Adam & Jasmine, LLP

Join us as Lynne addresses: the Importance of DEI in the legal field; barriers to achieving DEI; strategies for fostering a diverse legal workforce; addressing bias; best practices and the role of technology in promoting DEI; the long term impact of DEI; cultural and organizational shifts; and, how to measure and celebrate a successful DEI program. (Elimination of Bias MCLE Credit.)

Lynne is the Legal Education Instructor for LPI, and has been a legal professional for over 40 years. She is a writer, speaker, and experienced trainer, and a Past President of LPI (2020-2022). She currently teaches LPI’s Intermediate and Advanced Legal Professional Training Courses, as well as beginning level classes in the Sacramento area. Lynne currently works as a legal assistant at Messing Adam & Jasmine in Sacramento.

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Speaker: Jeanine DeBacker, Esq., of McPharlin, Sprinkles & Thomas, LLP.

Join us as Jeanine goes over Changes in the Law for 2025 in the area of California Civil and Employment Law.

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

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

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

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

Jeanine writes regularly about employment issues that are important for California employers at calemploymentlawblog.com.

When not defending employers, Jeanine coaches her kids’ soccer and baseball teams and is a baseball umpire (a welcome arena where her judgment cannot be questioned by anyone!).

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Speaker: Jeanine DeBacker, Esq., of McPharlin, Sprinkles & Thomas, LLP.

Join us as Jeanine goes over Changes in the Law for 2025 in the area of California Civil and Employment Law.

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

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

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

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

Jeanine writes regularly about employment issues that are important for California employers at calemploymentlawblog.com.

When not defending employers, Jeanine coaches her kids’ soccer and baseball teams and is a baseball umpire (a welcome arena where her judgment cannot be questioned by anyone!).

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Speaker: Jeanine DeBacker, Esq., of McPharlin, Sprinkles & Thomas, LLP.

Join us as Jeanine goes over Changes in the Law for 2025 in the area of Federal Law, including the intersection of employment law and the new Federal Immigration policy and related Executive Orders.

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

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

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

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

Jeanine writes regularly about employment issues that are important for California employers at calemploymentlawblog.com.

When not defending employers, Jeanine coaches her kids’ soccer and baseball teams and is a baseball umpire (a welcome arena where her judgment cannot be questioned by anyone!).

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Speaker: Christina McGonigle, Esq., CELA*, of McGonigle & Hunsaker, LLP.

Join us as Christina goes over Changes in the Law for 2025 in the area of California Probate Law, including Small Estates, the Legacy of Britney Spears (AB 1194) and other changes to Conservatorship practice, Decanting of Trusts, and an overview of case law.

* Certified as an Elder Law Attorney by the National Elder Law Foundation.

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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Speaker: Hazel Bradshaw Griffith, Esq., of JKZ LLP (formerly Johnston, Kinney & Zulaica, LLP).

Join us as Hazel goes over changes in the law for 2025 in the area of California Family Law, including Statutory Changes to the Family Code (e.g, Joint Petitions, Support Payments Direct to a Special Needs Trust, changes to DVRO’s, restraining orders and related firearms considerations, ex parte custody orders) and a review of selected case law.

Hazel Bradshaw Griffith is an Associate Attorney in the Family Law department at JKZ LLP. She brings her charismatic and compassionate focus to the needs of her clients. She is a zealous advocate for her clients in all aspects of family law including divorce, custody, child and spousal support, domestic violence and property division. Hazel has the rare and unique ability to provide her clients with passionate advocacy combined with a common-sense approach to the law.

Relationship conflicts can be overwhelming. Hazel provides sensitive support to those who are navigating the arduous divorce process. She partners with her clients to provide them with zealous advocacy and common-sense solutions to effectively resolve their family conflicts. She takes the time to learn what is most important to her clients and guides them through the process to achieve the best outcome for their family.

In her mediation practice, Hazel works with both parties to facilitate a creative solution tailored for each family. She works with both parties as a third party neutral to ensure that the needs of the whole are met with a tailored approach to each case. She believes that mediation is a great avenue for many parties and should be utilized often.

Hazel received her J.D. from Golden Gate University School of Law and her B.A. in History from Bard College. While in law school she received the Cali and Witkin award for her academic achievements as well as a diversity award for her commitment to community service. She also served as president of the Jewish Law Students Association and education chair for the Asian Pacific American Law Students Association.

Hazel enjoys helping people in their day-to-day lives and ensuring they come through a challenging time in their life with a strong and compassionate advocate. She is a member of the California State Bar Association and its family law section, Alameda County Bar Association, Member of the Family Law Executive Committee, a member of the Alameda County Family Law Association, and a board member for the non-profit All for the Family Legal Clinic. She currently donates her time to the Alameda County Bar Association Family Law Day of Court Clinic.

Hazel was born and raised in the Bay Area and enjoys working with families in the community she grew up in.

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Speaker: Jo-Anna Nieves, Esq., of The Nieves Law Firm, APC

Join us as Jo-Anna goes over Changes in the Law for 2025 in the area of California Criminal Law, including an overview of notable cases, statutory changes to address harmful AI generated material (inauthentic prurient depictions of an identifiable person), the statute of limitations for domestic violence, Proposition 36 and Alexandra’s Law on counterfeit illicit drugs (fentanyl), Penal Code 741 and redactions needed for a race-blind initial charging evaluations by prosecutors.

Jo-Anna, formerly an attorney in Florida, now practices in Oakland, bringing valuable experience to California clients. She graduated from Florida State University at the age of 20 with two bachelor degrees, one in Multinational Business and another in Finance. She went on to earn her law degree from Florida State University in 2009.

Jo-Anna has been recognized by SuperLawyers the past nine years for her legal work, earning the distinction of “Rising Star” which is given to no more than 2.5% of attorneys in each state. She currently serves as the President of the Alameda County Bar Association (ACBA) and previously worked for the Sacramento County District Attorney’s Office, providing her ample experience working with local prosecutors, law enforcement officers, and judges.

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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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Sleep is the cornerstone of our health. During appointments where we discuss some facet of our health, we often get the question, “and how are you sleeping”? Our mental, emotional, and physical health all hinge on sleep. In a society that is overworked and under rested many believe that sacrificing sleep will make us more productive. In reality sacrificing sleep accomplishes the opposite. How can busy legal professionals get quality sleep without sacrificing our productivity?

We will discuss small habit changes from circadian rhythms to room makeovers that can immediately improve your sleep quality. Choose which habits will work best for your practice of law, your lifestyle, and your health.

Bethany S. Ensz, M.S., works as a Legal Research and Analysis instructor at UCSD Division of Extended Studies. Before teaching, Bethany worked as a corporate paralegal and office manager for Breakwater Law Group, LLP and was with Sheppard, Mullin, Richter & Hampton LLP prior to that. Bethany is a graduate from Indiana University with a Bachelor of Science in Criminal Justice and a minor in Psychology and earned a Master of Science in Legal Studies from the University of San Diego School of Law. She earned her paralegal certification from UCSD Division of Extended Studies, where she was inducted into the LEX Honor Society.

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Vivian will review the rules and applicable laws governing Electronic Signatures in California State courts and in Federal Courts.

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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Brandon will provide a general overview of Trademark Law, including its purposes, how trademark rights are established, and a look at trademark infringement and the fair use defense.

Brandon Leahy is senior counsel in the San Francisco office of Wilson Sonsini Goodrich & Rosati, where he practices trademark, copyright, and advertising law. He advises clients on all aspects of brand protection and enforcement in the U.S. and internationally, including clearance and selection of trademarks, prosecution of trademark applications, and licensing and transactions. He also represents clients in federal court litigation, in disputes before the Trademark Trial and Appeal Board, and in arbitration proceedings involving domain names.

Brandon serves on the firm’s Pro Bono Committee, which manages, coordinates, and leads the firm’s pro bono efforts, and he is a three-time recipient of the firm’s highest award for pro bono legal service, the John Wilson Award. Brandon’s pro bono practice includes advising several Bay Area non-profits in trademark and advertising matters and representing San Francisco tenants in landlord-tenant disputes, among other things.

Before joining the firm, Brandon served as a judicial clerk to Justice Joyce Kennard of the California Supreme Court and later practiced trademark law with the firm Duane Morris. While attending law school, Brandon worked as a research assistant for trademark scholar J. Thomas McCarthy, author of the leading treatise McCarthy on Trademarks and Unfair Competition.

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Judge Hayashi will go over the new ethical requirements for Civility in the practice of law, and highlight relevant provisions of the California Rules of Professional Conduct, State Bar Rules, California Rules of Court, and the Code of Civil Procedure, among others.

The Honorable Roberta S. Hayashi is a Santa Clara County Superior Court Judge, currently assigned to hear Civil Trials. She was appointed to the bench in December 2014. After her initial assignment in the Criminal Division -Misdemeanors, Judge Hayashi served as an all-purpose judge in the Family Law division for over four years.

Judge Hayashi is a third-generation Japanese-American, who was born and raised in Santa Clara County, where she practiced business litigation and employment law for over 32 years before her appointment to the bench. She was President of the Santa Clara County Bar Association in 1996, and the Law Foundation of Silicon Valley in 2002-03. She has been a lecturer at Santa Clara University Law School and Lincoln Law School. Judge Hayashi graduated from Stanford University and obtained her law degree from U.C. Davis School of Law, where she was on the Moot Court Honors Board and Editor-in-Chief of the Law Review.

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Play two rounds of Legal Terminology Jeopardy to test and expand your knowledge of California legal terminology.

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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Join Charles Hamilton, CFP® and Wealth Manager, as he reviews the key points in building your income for retirement.

Charles Hamilton is a Certified Financial Planner and Financial Advisor with Northwestern Mutual serving Professionals and Business Owners in California. His areas of expertise include: Financial Planning, Retirement Planning & Income Strategies, Investment Planning & Strategies, Business Planning, Charitable Planning, Estate Planning and Life Insurance Strategies.

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Password for the video: ReWealMent

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Your trial binder is your trial bible! In this webinar, we will take a look at the essentials that should be in your binder, as well as the “secret” essentials that will make you look like a superstar!

Lynne is LPI’s Legal Education Instructor and LPI Past President from 2020-2022. She currently teaches LPI’s Intermediate and Advanced Legal Professional Training Courses, as well as beginning level classes in the Sacramento area. Lynne has been a legal professional for over 30 years, with broad and specialized experience in several practice areas.

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Join us as Gary and Kathleen review current bankruptcy court updates within the different Chapters.

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 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.

Kathleen 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.

Kathleen 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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Carla will review common calendaring pitfalls and provide priceless information that will be helpful in the future.

Carla is a member and past president of San Diego Legal Secretaries Association and is currently serving as their Governor. Carla has been a legal secretary for over 25 years but five years ago decided to teach civil litigation and educate others. Carla specializes in complex litigation on the state and federal level.

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Ms. McGuigan will review the Business and Profession codes for attorneys, paralegals, and support staff while in and outside of the office.

Amy Jo McGuigan is a senior paralegal at Swanson & McNamara LLP, a trial and appellate law firm specializing in high-stakes criminal, civil, and regulatory defense and internal investigations. Prior to joining Swanson & McNamara, she worked for the Federal Public Defender in the Northern District of California for 15 years where she assisted in several trials including four complex death penalty cases, one of which resulted in an acquittal. Ms. McGuigan is a past present of the San Francisco Paralegal Association, Chair of the Bar Association of San Francisco Paralegal Section, and Director of Women in eDiscovery, San Francisco Chapter.

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Join us as Renee San Miguel and Elizabeth MacDonald review current processes within their units at the Sacramento County Superior Court.

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The Civil clerks with Orange County Superior Court will provide an overview of their unit’s e-filing practices, including tips on how to avoid having your documents rejected.

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This webinar will cover the Alameda Superior Court eCourt process as well as tips and tricks for getting your documents through without a rejection.

Paul Rosynsky

Paul Rosynsky comes to the court system after an award-winning career in journalism, which included 13 years at the Oakland Tribune. As a reporter, Rosynsky covered a wide variety of institutions, including Superior Court of Alameda County. Before joining the Court, Rosynsky worked for a decade in public relations in both the private and nonprofit sectors.

Corinna Carden

Corinna Carden is the Division Chief of the Family Law Division at the Hayward Hall of Justice and was on the implementation project for Alameda Superior Court’s new e-Court Public Portal and e-Filing system.

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The presentation will cover the role of the Agency in screening and selecting Donors and Surrogates, the basics of Donor and Surrogacy contracts including brief case law discussion, compensation terms, and major requirements to comply with the Family code sections, and conclude with the steps involved in filing for Judgments of Parentage for Surrogacy matters.

Debby Rosenthal

Debrah “Debbye” Rosenthal first discovered her passion for the field of third party reproductive law while attending the University of California, San Diego. An honors graduate, Debbye received her bachelor’s degree in sociology, with a minor in law and society. Debbye then obtained her law degree from the Thomas Jefferson School of Law in San Diego, California where she graduated cum laude. While in law school, Debbye honed her legal knowledge of this emerging field as a teaching assistant for a Reproductive Justice class and serving as an executive board member of Law Students for Reproductive Justice.

Shortly after passing the California Bar Exam, Debbye began working for a small Assisted Reproductive Technology law office in Los Angeles. After a few years with the Los Angeles office, Debbye made the decision to open her own firm in Orange County. Since that time she’s been living in Orange County, where she enjoys spending time with friends and family at the beach, rigorous workouts at the local gym, walks with the office dog, Benny, at Balboa Island, and trips to Disneyland. Debbye is an active member of the Academy of California Adoption-ART Lawyers, the Society for Ethics in Egg Donation and Surrogacy, and ABA ART division.

Nikki Wehmeir

Nikki Wehmeir has worked in the infertility world since 2009! She started in this industry on the agency side working primarily with egg donation and have continued that career path. She is well educated in surrogacy too but has a soft spot for making sure Intended Parents and Egg Donors are taken care of from start to finish and feel supported during such a unique experience. She is also a huge supporter of open/semi-open donation agreements and lends her voice to the importance of that any chance she gets. In her years of helping others become parents, she has had the honor of being a small but integral role in thousands of journeys and looks forward to the excitement and hope of family building each day.

Nikki is a founding member of SEEDS (Society for Ethics in Egg Donation and Surrogacy) and currently holds the position of Chair of the Newsletter Committee. She is also a proud member of the Donor Conceived Community’s Professionals Group. Outside of the heart and soul that she pours into her career, Nikki also has two children of her own, two nephews born through IVF, more friends/acquaintances than she can count that she has helped navigate their own infertility journeys, and she donated her uterus in a transplant trial to a woman who was born without one so she could have a baby.

Nikki believes it takes a village to raise a child and sometimes it also takes a village to have one. She looks forward to bringing her compassion, guidance, and expertise along for your journey!

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This webinar will focus on Bitcoin, the Block Chain, Crypto Currencies in general and the Law.

Chaz Hales focuses on intellectual property litigation, including patents, trademarks, trade secrets and copyright issues. He has in-depth knowledge of emerging technologies, including blockchain.

Chaz works with clients on the prosecution and litigation of patents, trademarks and copyright. He offers significant experience with issues involving cryptocurrencies, blockchain, and distributed ledger technology. In addition to his legal career, Chaz serves as an adjunct lecturer at the Viterbi School of Engineering located at the University of Southern California, where he teaches a course that explores emerging blockchain technology. Chaz previously worked as a Systems Engineer for Boeing Satellite Systems in California.

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Speaker: Bethany S. Ensz, M.S., Instructor at UC San Diego Division of Extended Studies

This webinar will go over ethical obligations law firms and associations have with respect to fee sharing with and supervision of non-lawyers, with a focus on recent changes in California along with mention of related changes in surrounding states.

Bethany S. Ensz, M.S., works as a Legal Research and Analysis instructor at UCSD Division of Extended Studies. Before teaching, Bethany worked as a corporate paralegal and office manager for Breakwater Law Group, LLP and was with Sheppard, Mullin, Richter & Hampton LLP prior to that. Bethany is a graduate from Indiana University with a Bachelor of Science in Criminal Justice and a minor in Psychology and earned a Master of Science in Legal Studies from the University of San Diego School of Law. She earned her paralegal certification from UCSD Division of Extended Studies, where she was inducted into the LEX Honor Society.

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Speaker: Michelle Herrera, Esq., of Pillsbury Winthrop Shaw Pittman, LLC

This webinar will provide an overview of Federal Court trials and civil procedure, with a focus on what to do before trial.

Michelle Herrera represents clients in complex intellectual property disputes across various industries, including wireless communications, software design and development, new drug applications and popular arts. As a former law clerk to a Federal Judge, Michelle has an intricate understanding of Federal law and procedure, and she fights tenaciously to protect her clients’ intellectual property rights.

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This webinar will cover Solano Superior Court eCourt and eFiling along with best practices, tips and preferences.

Sara MacCaughey began her career in 1998 as an entry-level legal processing clerk at the Solano Superior Court. She advanced through various roles such as courtroom clerk, lead clerk, supervisor, and operations manager. Today, she is proud to hold the titles of Assistant CEO, devoted wife, and mother. Her journey reflects a dedication to the Solano court and the communities it serves, providing access to justice and embracing the responsibilities that come with it.

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Join us as Beth Robbins goes over Practices, Procedures, Tips and Preferences in the First Appellate District of the California Court of Appeal.

Beth Robbins has been Assistant Clerk/Executive Officer of the First District Court of Appeal since 2017, and has worked at the court in various positions since 1997. Prior to that, she worked as a paralegal in the private sector. Ms. Robbins is currently a member of the Appellate Advisory Committee for the Judicial Council and has been on working groups to develop court rules for appeals involving Proposition 66 and fees in CEQA leadership projects. She is a graduate of UC Santa Barbara, obtained a paralegal certificate from UCLA Extension, and a certificate in Judicial Administration from Sacramento State University.

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Joseph and Elizabeth will conduct a CM/ECF Overview, updates to the attorney admissions, updated fee schedule and changes, and ECF Help Desk requests and remedies.

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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Join us as Riverside Superior Court provides updates on court activities such as e-Filing, electronic service, court reporters, remote appearances, their new courthouses, and other points of interest.

Carrie Snuggs is currently the Chief Deputy of Operations for the Superior Court of California, County of Riverside. She has earned a Master of Public Administration degree from the California Baptist University, and a Bachelor of Arts degree in Management from the University of Redlands. Nominated by their peers for demonstrating academic excellence and leadership, she was inducted to the Whitehead Leadership Society at the University of Redlands. In 2024, she will have worked for the Riverside Superior Court for 29 years in various positions and case types. Her main role as the Chief Deputy of Operations is to direct the overall management of court operations and the strategic initiatives of the court. Carrie has been a member of the National Association of Court Managers (NAMC) since 2008. On a personal note, she enjoys photography and spending time with her family.

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This original webinar was presented as a panel question and answer discussion with four Supervisors of the Clerks Office of the San Mateo Superior Court who will answer questions about their respective departments, including changes impacting filing and e-filing, calendaring, and commons issues and mistakes to avoid.

Speakers:

• Rina Singh, Civil & Small Claims Supervisor
• Denise Saxelby, Family Law & Probate Assistant Supervisor
• Emily Gomes, Criminal & Appeals Supervisor
• Jeffrey Rolston, Criminal, Appeals & Juvenile Supervisor

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Speaker: Adriana Anzalone, Branch Director-South County Division

Demystifying Appeals will offer insight into the appellate process and include discussion on common pitfalls as well as traps for the unwary and how to avoid them. It will also include a discussion of any updates to the California Rules of Court.

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.

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Speaker: Adriana Anzalone, Branch Director-South County Division

This presentation will cover San Diego Superior Court updates, new procedures, 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.

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A Crash Course In Titling Assets To A Trust

In the world of estate planning, it can often be a bit confusing when working on a trust estate plan or even a trust administration – what assets should be funded to a trust? What assets should be left out? If the asset should be funded, how does one go about that? Does your office handle client transfers? Or do you leave it all up to the client?

Join us for a discussion on best practices for trust funding, both pre- and post-death, with a sampling of transfer forms provided to attendees. Some knowledge of estate planning is helpful, but not necessary to participate.

After 13 years of assisting clients as a legal secretary, Lori decided to be a lawyer. She knew that taking this step would improve her capabilities and allow her to help more people. She earned her law degrees after attending night classes, all while working full-time as a secretary.

Educational Background

• Business Administration degree from the University of Phoenix, 2000
• Juris Doctor Degree With Honors from the University of the Pacific McGeorge School of Law, May 2004

Professional Background

• Started as a legal secretary in the business and estate planning departments of Gaw Van Male, LLP in 1985
• Became an attorney with Gaw Van Male, LLP in 2004; making partner in 2010
• Headed the Estate Planning Department at Gaw Van Male, LLP in 2013
• Became a Certified Specialist in Estate Planning, Trust and Probate Law by the California Board of Legal Specialization of the State Bar of California, August 2014
• Started Manfred & Hunt, LLP with Mike Manfred in December 2014

Affiliations

• Member, treasurer, and executive board member of the Napa County Bar Association
• Treasurer of the Fairfield Community Services Foundation, a 501(c)(3) corporation dedicated to improving the lives of underprivileged children and senior citizens in Fairfield, CA
• Treasurer of the Bay Area Legal Forum, a 501(c)(3) corporation dedicated to presenting educational workshops for legal support staff and attorneys
• Executive Board Member, Mt. Diablo Silverado Council, Boy Scouts of America

Hobbies

Lori and her husband, Dean Bledsoe (owner of Pintail Roofing) spend most of their “free” time in activities involving their son, Hunter. Whether its attending basketball games in the Winter, watching and volunteering at track meets in the Spring, or participating in activities and campouts with Boy Scout Troop 83 throughout the year, they do things as a family. In her down time, Lori enjoys baking, cooking, playing bunko, and volunteering at church and her son’s school. In the Spring and Summer months, Lori spends most of her Saturdays at the St. John’s Lutheran Mission Farm, helping harvest fruits and veggies for the local food bank.

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This presentation will cover background and elements of Asylum law, best practices for working with pro bono Asylum clients, as well as recent developments in Asylum law and practice.

Malavika Lobo is an associate in the Palo Alto office of Wilson Sonsini Goodrich & Rosati, where she is a member of the firm’s litigation department.

Prior to joining the firm, Malavika was a Brackett Denniston fellow at General Electric. During law school, she was a judicial extern to the Honorable Indira Talwani of the U.S. District Court for the U.S. District of Massachusetts.

Education

• J.D., Boston University School of Law, 2017
• Administrative Editor, American Journal of Law and Medicine;
• Recipient, Homer Albers Moot Court Competition
• B.A., Molecular and Cellular Biology, University of California, Berkeley, 2010

Admissions

• State Bar of California

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

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

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

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

Jeanine writes regularly about employment issues that are important for California employers at calemploymentlawblog.com.

When not defending employers, Jeanine coaches her kids’ soccer and baseball teams and is a baseball umpire (a welcome arena where her judgment cannot be questioned by anyone!).

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This presentation will cover the basics of the Securities and Exchange Commission (SEC) and its investigative process and what may prompt the SEC to begin an investigation. Included is discussion of the typical SEC timeline and best practices and approaches to responding to an SEC investigation and how the response may affect the outcomes and consequences.

Evan Seite is a partner in the Palo Alto office of Wilson Sonsini, where he is a member of the litigation department. Evan specializes in several areas, including securities litigation and counseling, complex commercial litigation and arbitration, and government and internal investigations. Evan frequently represents companies, as well as their officers and directors, in various types of litigation matters, including securities class actions, shareholder derivative suits, complex civil litigation and arbitration matters, and shareholder litigation.

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This presentation will cover basics of investing and being a disciplined investor, including how a sound investment strategy begins with end goals in mind, the balancing of risk, reward and diversification, and the importance of discipline.

Charles Hamilton is a Certified Financial Planner and Financial Advisor with Northwestern Mutual serving Professionals and Business Owners in California. His areas of expertise include: Financial Planning, Retirement Planning & Income Strategies, Investment Planning & Strategies, Business Planning, Charitable Planning, Estate Planning and Life Insurance Strategies.

Click here to watch

Password for the video: HowToInvest

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Creating healthy boundaries helps us to maintain professionalism when circumstances would otherwise result in conflict or hostility. In this presentation, Lara Traube will teach us how to create boundaries when faced with challenging or antagonistic situations that arise while performing legal services. Ms. Traube will use relatable scenarios that commonly arise in a law office. She will then introduce solutions on how to overcome these situations effectively. These skills will help overcome stress and allow us to continue to perform our services with competence and reduce overall stress.

Lara Traube is a Mindset Coach who supports you in gaining confidence to make empowered decisions as you navigate professional and personal change. Her superpowers include:

• Holding a safe, judgment-free space for you
• Being the calm in your storm
• Helping to demystify large concepts–making them accessible and applicable to you

Before becoming a Life Coach, Lara was a seasoned Senior Operations Leader in mortgage supporting high-performing teams through profound growth and change for over a decade, and has held various positions in the corporate world for 20+ years.

Lara’s accreditations include a BA from San Francisco State, Associate Certified Coach (ACC) through the International Coaching Federation, and CPC through Lyra Clinical Health and the Institute for Professional Excellence in Coaching. She is a lifelong San Francisco Bay area resident and a proud mom of 2.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Speakers Bio:

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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They will review court updates and the Judgment Process.

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

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

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

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

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

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

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

Speaker Bios

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

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

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

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Kathleen will focus on the governance, jurisdiction, and organization structure of the Court, including the impact of COVID-19.

Kathleen Shambaugh is the Chief Deputy of Operations for the US District Court, Northern District of California (CAND). She has been with the court since July 2014 in this role. Prior to CAND, she worked in the state court system for the Superior Court of the State of California, County of Contra Costa for 20 years. She began her career in the judiciary as a courtroom clerk (CRD), transitioned into operations management and retired from state court in July 2014.

Kathleen is also a Fellow of the Institute of Court Management through the National Center for State Courts, completing the program in a graduation ceremony at the U.S. Supreme Court in Washington, D.C. as a member of the class of 2014. She holds a J.D. from Pepperdine University School of Law in Malibu, CA and a B.A. in Political Economy from University of the Pacific in Stockton, CA.

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

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

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

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

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

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

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

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

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

Gary B. Rudolph

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

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

Kathleen A. Cashman-Kramer

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

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

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

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

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

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

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

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

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

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

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

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

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

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