Annual Seminars
                                                                                

 

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In 2010, we will again be presenting only ONE Annual Seminar on April 24, 2010 at the Hilton Pleasanton at the Club, 7050 Johnson Drive, in Pleasanton, California. All workshops will begin promptly at 9:00 a.m. Registration is open at 8:15 a.m. For directions to the hotel, please use Mapquest, Google Maps, or another appropriate website using the address above. Registrants wishing to pay with a credit card should print a registration form, fill it in, and mail it in marked "paid with PayPal." Please click on the registration and PayPal links as necessary.

    This year, the Forum is trying a different format -- half-day workshops. The following is a schedule of classes being offered this Spring. We hope you will be able to join us on April 24, 2010, for one or more of the following workshops:

Morning Sessions (9 a.m. to 12:15 p.m., unless otherwise noted)

BASIC CIVIL LITIGATION  ( 9:00 a.m.   – 12:15 p.m.)
Presented by:       San Francisco LPA
Chaired by:          Christine J. Flores

 Are you thinking of transitioning into the litigation department?  Do you want to keep your litigation skills current?  Do you need to brush up on litigation “legal lingo”?  Then, this workshop is for you.  It will cover all aspects of state and federal civil litigation procedures, including the initial filing of a summons and complaint; discovery; calendaring; and pre/post-trial procedures.  This fast-paced class will be taught by a lawyer with over 20 years of experience teaching paralegals.  It will include a basic overview of civil litigation, the use of online resources such as court websites; and a review of new and/or changed Judicial Council forms.  Don’t’ miss this opportunity to learn more about civil litigation or to brush up on your existing litigation skills. [3 hours MCLE]

 SPEAKER:
MICHAEL J. TONSING, ESQ.
Tonsing Lawfirm
San Francisco , CA

FORECLOSURE: AVAILABLE OPTIONS AND AVOIDING PERSONAL LIABILITY
(9:00 a.m. – 12:15 p.m.)
Presented by:       Livermore-Amador Valley LPA
Chaired by:          Sharon Beall

It seems as if just about everyone has a friend, neighbor, or relative who has been affected by the downturn in the real estate market.  Foreclosure is the ultimate result when borrowers can't make their monthly mortgage payments. Borrowers in default typically don't know what's involved in a foreclosure.  They don't know their available options, and they don't know the consequences of each option. Pre-foreclosure advice and strategies can make a substantial difference in the outcome. The speaker will discuss the differences between short sales, deeds in lieu of foreclosure, judicial foreclosures, and non-judicial foreclosures, with strategies involved with each one. [3 hours MCLE]

SPEAKER:

Robert B. Jacobs, Esq.
Law Office of Robert B. Jacobs
Pleasanton , CA

MAKING EVERY MINUTE COUNT--TIME MANAGEMENT FOR LEGAL SECRETARIES
(9:00 a.m. – 12:15 p.m.)

Presented by:       MT. DIABLO LPA
Chaired by:          Nancy McMahon

No matter what your position in a law firm, you can improve your life by learning to make time your ally instead of your enemy.  It isn’t that there is not enough time in each day; it’s that most of us don’t use time effectively. 

The key to working smarter is to think and plan ahead.  This workshop will provide ways to organize your thinking and prioritize your plans so that you can get more out of your position and your life.  We will explore how to create effective lists, how to define and reach your goals, how to turn wasted time into productive time, how to defeat procrastination, and how to deal with the information explosion, and more. [3 hours MCLE]

SPEAKER:
Regina Maciula, CLM, SPHR, Executive Director
Wendel Rosen Black & Dean LLP
Oakland, CA

MYSTERIES OF THE LAW OFFICE—REVEALED!
(Session 1:   9:00 a.m. – 12:15 p.m.)
Presented by:       Napa County LSA
Chaired by:          Lori A. Hunt

Have you recently been employed by a law office, or are you a legal secretary, legal assistant, paralegal, or other legal support staff that feels a need for a "refresher"?  Join our panel of seasoned speakers who will provide registrants with the knowledge and skills necessary to excel in their legal career.  In the morning session, the speakers will discuss the unique employment environment of a law office; confidentiality, ethics, and professionalism; provide tips to deal with difficult office and client situations; review court structure; relationships with court personnel; written communication, including a review of legal terminology and proper legal citation; oral communication/e-mail etiquette; address the preparation and filing of legal documents with the court; and document control and file organization. [3 hours Paralegal MCLE]

SPEAKERS:

Tammy L. Hunt, CCLS, Legal Secretary

City Attorneys’ Office, City of Stockton

Stockton , CA

 

Astrid Watterson, CCLS, Paralegal

Somach, Simmons & Dunn

Sacramento , CA
CCLS Chair, Legal Secretaries, Inc.

MODERATOR
Connie R. Brennan, CCLS
Court Administrative Assistant
Napa
Superior Court

Napa , CA

 

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Afternoon Session (all programs begin at 1:15, unless otherwise noted)

MYSTERIES OF THE LAW OFFICE—REVEALED!
(Session 2:   1:15 p.m. – 4:30 p.m. )

In the afternoon, the speakers will discuss calendaring and calculation of time; various methods of service; and proofs of service and summons. Career development and advancement, including continuing education and the challenges created by a change of employment (willing or not) will also be addressed. [3 hours Paralegal MCLE]

This workshop will be presented in two sessions. Registrants may register for one or both, but both are recommended to receive the full benefit of the program.

SPEAKERS:

Tammy L. Hunt, CCLS, Legal Secretary

City Attorneys’ Office, City of Stockton

Stockton , CA

 

Astrid Watterson, CCLS, Paralegal

Somach, Simmons & Dunn

Sacramento , CA
CCLS Chair, Legal Secretaries, Inc.

MODERATOR
Connie R. Brennan, CCLS
Court Administrative Assistant
Napa
Superior Court

Napa , CA

DEPOSITIONS 101 ( 1:15 p.m. – 4:30 p.m. )
Presented by:       Santa Clara County LPA
Co-Chaired by:    Patty Russell
 
This informative workshop will review basic procedures for noticing and calendaring a deposition of a party, including expert and percipient witnesses; record-only depositions; the use of deposition subpoenas; depositions by written interrogatories; videotaped depositions; depositions by telephone; commissions to take out-of-state depositions; international depositions, and what to do after the deposition is complete.  In addition, there will be a demonstration on how to print, search, and mark e-transcripts, as well as transcripts in deposition transcript databases such as Summation, Concordance, and/or LiveNote. [3 hours MCLE]

SPEAKERS:
Ann Kepner,, Esq.
Needham , Kepner, Fish & Jones LLP
San Jose , CA

Matt Tamel, Esq.
Davis & Young
San Jose , CA

Esquire Legal Solutions
John Ryan, Ron Harrison, Robert Cuadra
San Francisco , CA

ETHICS AND PROFESSIONAL RESPONSIBILITY FOR PARALEGALS, LEGAL SECRETARIES, AND OTHER LEGAL STAFF ( 1 p.m. – 5 p.m. )
Presented by:       San Mateo LSA
Chaired by:          Diana Prisk
 

Join us for a lively discussion of ethics and the Rules of Professional Conduct.  Ethics and professional responsibility is a critical topic for attorneys, paralegals, legal secretaries, and the entire legal team to understand and apply to the practice of law.  Attorneys must comply with the Rules of Professional Conduct that regulate the legal profession.  Paralegals and legal secretaries help attorneys maintain compliance and must have a clear understanding of how the rules impact their jobs.  Real life examples of ethical challenges faced by attorneys, paralegals and legal secretaries will be discussed.  Strict adherence to the Rules of Professional Conduct will help you maintain your personal and professional well-being.  Ways to help you stay on top of these issues to better serve your clients will also be discussed. [4 hours Legal Ethics MCLE]

 SPEAKERS:

Janet Fogarty, Esq.
Fogarty & Zell, LLP
Millbrae , CA

Dietra Prater-Slack, M.S.
Assistant Professor of Paralegal Studies
Skyline College
San Bruno , CA

GOING BEYOND “FETCH, STAY, AND ROLL OVER!”-- NEW TRICKS TO TEACH YOUR COMPUTER ( 1:15 p.m. – 4:30 p.m. )
Presented by:       MAL GROUPS I and II
Co-Chaired by: Beverly Kundracik
                      Candy Mary Cowell

We will start with a quick review of last year’s seminar material, including the most popular tips for increasing efficiency when creating and storing documents, retrieving information, and modifying factory settings of your software to turn off annoying features. We’ll then move on to great tricks to reduce the time you spend editing, proofreading, and cleaning up old documents, help you organize and streamline your templates and other master documents and forms, and make you aware of recent developments in software to make your work less stressful.

Just like last year, registrants will come away from this workshop with many new software tools! [This class does not qualify for CCLS or MCLE credit.]

There will be no written handout material distributed in this workshop. 

SPEAKER:

Loui Tucker
The Software Dominatrix
"I'll make your software obey!"
San Jose , CA

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Last modified: February 20, 2010