Why Arbitrate? The Good; The Not So Good; & The Unknown
2023-02-27 12:00 - 13:00 (America/Los_Angeles) | Virtual
An overview of the benefits and drawbacks of arbitration; Including recent legislative and case law developments.
Speaker:

Robert Coviello, Esq.

Costs:

OCBA Alternative Dispute Resolution Section Members: $0
OCBA Attorney Member (non-section): $25
Non-OCBA Member (Attorney): $35

The New Face of Employment Litigation 2023 and Beyond
2023-03-06 12:00 - 2023-03-10 14:30 | Virtual
The Rutter Group and California Judges Association will present their webcast webinar series The New Face of Employment Litigation: 2023 and Beyond on March 6-10, 2023. You will hear from an all-star faculty of experienced California justices and attorneys who will explore cutting edge employment law issues in the post-pandemic workplace.
Hear top employment attorneys share unique insights into some of the biggest employment law cases and trials of this decade. Panels will cover sexual harassment in the remote workplace, insights into new rules affecting arbitration à la Viking River Cruises v. Moriana, employee activism in the workplace, and much more.
ADR Services, Inc. Panelists Hon. Ming Chin, (Ret.), Hon. Winifred Smith (Ret.) and Mark LeHocky, Esq. will present Viking River Cruises v. Moriana and PAGA on March 9, 2023 presenting ways to successfully mediate PAGA and class claims post Viking River Cruises, how to draft arbitration provisions, and practical considerations and strategies for mediating PAGA claims.
Don’t miss the special 1 hour bonus session: A Conversation with Chief Justice Tani Cantil Sakauye (Ret.) and Justice Ming W. Chin (Ret.) – A Retrospective and What’s Next?
(Available to enrollees every day after that day’s regular session, you may choose any day of the webinar series to view.)
Date: March 6-10, 2023
Time: 12:00 – 1:00 PM (each day)
1-Hour Bonus Session available:
1:30 – 2:30 PM (each day)
Download the brochure here

Bi-Annual Trial Skills Seminar
2023-03-25
Description: Junior level attorneys from San Diego’s most respected law firms will conduct a full trial in 6 separate phases that include voir dire, opening statements, 3 witness examinations, and closing arguments. After each phase, a panel consisting of a sitting judge and 3-4 more senior seasoned trial attorneys who are considered among the best trial lawyers in San Diego will provide instruction, feedback, and tips to each participant. There will be one panel in the morning and another in the afternoon. The Honorable Linda Lopez from the Southern District of California and The Honorable John S. Meyer from the San Diego Superior Court have agreed to participate as the presiding judges and provide instructive feedback and constructive criticism.
Lunch will be provided and an optional additional hour of CLE will be available at lunch. The Lunch CLE will feature a panel of renowned jury consultants who will discuss their craft in general, and the jury selection and presentation issues raised by the fact pattern.
Speaker:
Dave Carothers, Esq.
Date:
March 25, 2023
Time:
All Day Event
MCLE:
8 Hours MCLE Credit
Cost:
ABTL Member: $115.00
NON-Member: $145.00

Ethical Issues In Mediation
2023-03-27 12:00 - 13:00 | Virtual
Speakers:

Marc Alexander, Esq.
Alternative Resolution Centers (ARC)
Michael G. Balmages, Esq.
ADR Services, Inc.
Stella Park, Esq.
Park Mediation

Date: March 27, 2023
Time: 12:00 PM – 1:00 PM
Cost:

Section Members: $0
OCBA Members: $25
Non-Members: $35

Women in Trial
2023-04-06 17:30 - 19:30
Women in Trial can face a unique yet important experience. From jurors, to judges, to opposing counsel, every level of trial can affect the ultimate outcome for you and your client. Come hear various perspectives from all levels of trial practice about what is out there and what to do about it when walking into the courtroom as or with a woman. From dealing with the slightly unprofessional to the absolutely unacceptable, this array of panelists will provide tips and tricks to navigate every angle of the courtroom. They will shed light on how to spot and when and how to support when a colleague who might bear the brunt of such experiences. The panel will be interactive and include question and answer opportunities, and will analyze real-world scenes from past trials. Come early to mingle and network with these accomplished panelists and other attendees while you grab a drink and a bite!
Speakers:

Hon. Angela Bradstreet (ADR Services, Inc.)
Carol Bauss (NJP Litigation Consulting)
Jacqueline Oh (The Veen Firm, P.C.)
Brittany Rogers (The Law Office of Scott Righthand)
P. Bobby Shukla (Shukla Law)

Date: April 6, 2023
Time: 12:00 p.m. – 1:00 p.m.
Location: SFTLA Office – 605 Market Street, Suite 305

Law & Motion: The Truth, the Whole Truth, and Nothing but the Truth – A Perspective from the Bench
2023-04-13 12:30 - 13:30
This program will focus on the art of persuasion, the “Dos and Don’ts” of law and motion. Tune in to learn everything you ever wanted to know about law and motion but were too afraid to ask.
Having served as an Independent Calendar Judge in the West District for over 14 years, ruling on upwards of 7,500 motions, if not more, with as many as 730 general jurisdiction cases assigned to him at one time, recently retired Judge Karlan has handled a complex and complicated law and motion calendar under a variety of circumstances and time constraints.
In this program Judge Karlan will provide insight from his over twenty years on the bench, including motions to quash, demurrers, motions to strike/anti-SLAPP motions, MSJs, electronic service, discovery and motions in limine. HOWEVER, beyond the technical legal requirements, successful motion practice requires careful crafting, a compelling argument and attention to detail. It also involves thinking of and paying attention to your Judge, both with respect to what you submit and how you argue.
Speaker:
Hon. Craig D. Karlan (Ret.)
Date:
April 13, 2023
Time:
12:30 p.m. – 1:30 p.m.
Cost:
BHBA Members – $0
Non-Members – $45

Individual Trutees’ Duties In An Ever Changing Economy
2023-04-27 12:00 - 13:30
Speaker:

Hon. Craig D. Karlan (Ret.)
Carmen Alberio, Esq.

Date:
Thursday, April 27, 2023

Time:
12:00 PM – 1:30 PM
Location:
JW Marriott Santa Monica Le Merigot; 1740 Ocean Avenue, Santa Monica, CA 90401

Cost:

SMBA Members $80
Non-Members $90

Description: Many individuals are serving as trustee for the first time, for a family member or close friend. As attorneys, how involved must you be in outlining their duties, checking in on status, and answering questions regarding trust administration? With recent changes in the economic landscape, the trustee’s obligations in proactively managing assets cannot be ignored. Retired Judge Craig Karlan and Carmen Alberio have reviewed thousands of petitions for breach of fiduciary duty, and have seen the downstream results of trust mismanagement. In this program, learn how to set your individual trustee clients up for success, and check in with them along the way. Judge Karlan and Ms. Alberio are now taking on the world of probate dispute resolution, making use of their combined over 40 years of probate experience, and will also discuss their unique co-mediation approach.

Trial Masters: Where Have We Been and Where are We Going
2023-05-03 - 2023-05-06
Description:
Join our panel of esteemed judges, including Hon. Ramona See (Ret.) of ADR Services, Inc., and practitioners as they share stories from the trenches, what has changed in the legal profession, what has stayed the same, and where we go from here, and how you can best position yourself for success in the courtroom, the law firm, and beyond. This panel is an entertaining and informative must-see for lawyers and clients alike. This program is presented as part of the American Bar Association Tort Trial and Insurance Practice Section & Young Lawyers Division’s Section Conference.
Speakers:
MODERATOR:

Josephine M. Bahn, Associate, Cozen O’Connor, Chair, ABA Young Lawyers Division, Washington, D.C.

PANELISTS:

Hon. Mitchell S. Goldberg, United States District Court, Eastern District of Pennsylvania, Philadelphia, PA
Hon. Ramona G. See, ADR Services, Inc., Los Angeles, CA
Hon. Melody Wilkinson, 17th District Court, Tarrant County, Fort Worth, TX
Hon. Shahabuddeen Ally, Supervising Judge/Acting Justice of Supreme Court, New York County, Civil Court
Christine Boyd, Shareholder, Lavin, Cedrone, Graver, Boyd & DiSipio, Philadelphia, PA
Fredrick H.L. McClure, Shareholder, Trenam Law, Tampa, FL
Peter Neeson, Partner, Rawle & Henderson, Philadelphia, PA
John McMeekin, Partner, Rawle & Henderson, Philadelphia, PA
Joseph J. Ortego, Partner, Nixon Peabody, New York City, NY

Date: May 3, 2023 – May 6, 2023
Time: All Day
MCLE: 14.5 hours of credit available
Cost:
ABA Member: $595.00
Non-Member: $695.00

California Society for Healthcare Attorneys: Hearing Officer to Court of Appeal and Back Again & Orientation of Hearing Panel
2023-05-04
Description:
Effective peer review is vital to the delivery of quality medical care in California hospitals, and Judicial Review Committee hearings are a key component of the peer review process. Knowledgeable and capable hearing officers are essential for hearings to achieve the goals of fairness and efficiency. The CSHA Hearing Officer Committee serves California’s medical-legal community by advancing the training and quality of hearing officers in California.
We are pleased to announce a full-day training program presented by the Hearing Officer Committee, which will take place in Indian Wells on May 4, immediately before the CSHA Annual Meeting & Spring Seminar the next day. This program will cover important aspects of the hearing officer’s role and responsibilities, including:

Handling voir dire of the hearing officer and Judicial Review Committee candidates
Ruling on disputes over discovery and evidentiary and procedural issues
Advising the Judicial Review Committee
Drafting the decision
Maintaining a hearing officer’s record
Anticipating appellate issues

Attending this program satisfies the ongoing training requirement for inclusion on the CSHA Hearing Officer listings.
We are confident this array of topics, being presented in lecture and role-play vignette format, will be interesting and educational for everyone who serves as a hearing officer, aspires to become a hearing officer, or who appears before hearing officers as an advocate for a party to a JRC hearing. The faculty for the program, which includes party-advocates and highly-experienced hearing officers, brings a wealth of experience and perspectives to these important topics.
Please join us for this enriching, interesting, and educational program. We look forward to seeing you.
Program Hosts:
Glenda Zarbock and Cary Miller
Cost:
CHSA Members $300
Non-members $580

Individual Trutees’ Duties In An Ever Changing Economy
2023-05-04 12:00 - 13:00
Description:
Many individuals are serving as trustee for the first time, for a family member or close friend. As attorneys, how involved must you be in outlining their duties, checking in on status, and answering questions regarding trust administration? With recent changes in the economic landscape, the trustee’s obligations in proactively managing assets cannot be ignored. Retired Judge Craig Karlan and Carmen Alberio have reviewed thousands of petitions for breach of fiduciary duty, and have seen the downstream results of trust mismanagement. In this program, learn how to set your individual trustee clients up for success, and check in with them along the way. Judge Karlan and Ms. Alberio are now taking on the world of probate dispute resolution, making use of their combined over 40 years of probate experience, and will also discuss their unique co-mediation approach. For more information or registration questions, please contact (310) 325-4200 or sbba2007@sbcglobal.net.
Speaker:

Hon. Craig D. Karlan (Ret.)
Carmen Alberio, Esq.

Cost:
$20 SBBM Members │$40 Non-SBBM Members

Once Upon a Time in Napa...
2023-05-05 12:15 - 15:30
Description:
This program will examine tactics for establishing that a payor qualifies as an extraordinarily high earner under Family Code section 4057(b)(3) and making the case for the children’s reasonable needs. The discussion will take a holistic approach to a high earner case with consideration for the pervasive affluence in our communities, the psychological impacts of affluence and a lifestyle disparity in households, and the economics of proving your client has an extraordinarily high income and quantifying children’s reasonable needs in light of the extraordinarily high earning parent’s standard of living. We will also look at how to separate the custodial parent’s needs from the children’s reasonable needs and whether there is an implicit limit on how much a custodial parent may benefit from increased child support.
Speaker:

Hon. Charlotte Walter Woolard (Ret.)
Alexandra Mussallem
Katie Sims, Jacqueline Singer, Ph.D

Negotiating the Relational Estate
2023-05-09 16:30 - 17:45
Description:
The ultimate goal of mediation (and other models) is the consensual resolution of a dispute. The decision to settle for each party involved is a dynamic process and requires a convergence of various elements. Real life disputes between humans, and the way we think about resolving a conflict, always involves emotions and relationships.
While legal professionals are trained to focus on the legal and financial rights of the disputants, disputes between family members or others with whom a disputant is (or has been) in a close relationship may place significant value on the relationship itself, recognizing, and sometimes desiring, that the relationship may very well continue after the dispute is resolved. This is inconsistent with our legal system, which is not designed to focus on “feelings” and the intangible elements of a pre-existing inter-personal relationship between parties. Rather, in most cases, we treat the other side as the “enemy” or “adversary,” and we effectively presume there will be no need for a functioning relationship between the disputants when the fight is over. This program will explore how part of our duty to our clients is to recognize and advise our clients about the emotional and relational elements that can come into play in consensual dispute resolution, particularly in family disputes.
Speaker:
David Fink, Esq.
Cost:
$30 CCCBA Members │ $45 Non-Members

Beyond the Dissomaster: Selected Advanced Child Support Issues
2023-05-17 12:15 - 13:15 | Virtual
Join two experienced retired judicial officers as they delve beyond the Dissomaster into advanced child support issues in family law disputes. The speakers will get into the real details as they discuss deviations from guideline child support, child support add-ons, imputed and unusual income items, and proof of income. This program is targeted towards family law practitioners. This program is presented by the Alameda County Bar Association. Please contact membershipassistant@acbanet.org with any registration questions.
Speakers:
Comm. Glenn P. Oleon (Ret.)
Hon. Anita Santos (Ret.)
Cost:
FREE to ACBA Members
$45 for Non Members with Promo Code “ADRServices” for an exclusive discount (Regularly $75)

Legal Ethics
2023-05-19
Description:
Judge Lopez-Giss will be speaking with two other panelists on the topic of legal ethics. Further details to come soon!
Speaker:
Hon. Susan Lopez Giss (Ret.)
Location:
Avenue of the Arts Hotel – Costa Mesa
3350 Avenue of the Arts
Costa Mesa, CA 92626

Cost:
CWL Member: $225.00
Non-Member: $275.00

How to Win Your Case with Your Opening Statement (Or Conversely, How Not to Lose It!)
2023-05-19 12:30 - 13:30
Learn to effectively tell your clients’ story and formulate a cogent opening statement that will win over your jury before you call a single witness.
In Hollywood, we are surrounded by some of the most compelling storytellers in the world. Their techniques for captivating an audience and persuading a listener translate perfectly to the courtroom but are applied far less often than expected. A case can be won with a compelling opening statement; it can also be made far more difficult to win with one that is disjoint and emotionless.
In this program, learn from recently retired LA Superior Court Judge Craig Karlan how to present a successful opening statement. Judge Karlan is not only an experienced trial lawyer and trial judge – having tried countless jury trials as both a lawyer and a judge over the past 32 years – Judge Karlan is also a writer, one who has optioned several pilots. Like a theater audience, the jury needs to feel what your client has gone through to care about your case.
Speaker:
Hon. Craig D. Karlan (Ret.)
Date:
May 19, 2023
Time:
12:30 p.m. – 1:30 p.m.
Cost:
BHBA Members $0
Non-Members $45

Truth Telling In Mediation - Is Honesty Still The Best Policy?
2023-05-25 10:00 - 11:00
Description:
Poker players know that misleading an opponent is a useful tool, but when it comes to negotiating, what is the role for truth telling? There is a point when exaggeration becomes deceptive, and a client’s best interests can be disserved by misleading behavior. This program discusses the role Professional Responsibility Rules do or do not play in controlling mediation conduct and addresses the consequences of deceiving an opponent or the mediator.
Speakers:

Stacie Feldman Hausner, Esq.
Charles Dick, Esq.

Cost:
$25

California Appellate Writ Guide for Trial Attorneys
2023-06-02 12:00 - 13:00
Description:
The vast majority of appellate decisions are formed without presentation of oral argument. This makes the strength of the written argument all the more crucial. In this hour program, a retired appellate justice, a justice pro tem, and a senior appellate court attorney will discuss:

An overview of appellate writ procedure
The trial judge’s response to appellate writs and the types of orders the appellate court can issue
How appellate writ petitions are assigned and evaluated in the court of appeal

Speaker:

Hon. Allan Goodman (Ret.)
Andrea Figler Ventura, Esq.
Hon. Thomas Willhite, Jr. (Ret.)

Cost:
$0 – Complementary In-House Program
Slide Deck
Written Materials

LACBA’s 3rd Annual Judicial Perspective
2023-06-03 09:00 - 12:15
Description: This panel will be an engaging discussion with current and retired judges discussing their current perspectives in employment cases, trends since COVID-19 has altered the procedural and substantive landscapes of employment law, the logistical nuances that have developed since, and general takeaways on best practices in employment litigation.
Speakers:

Judge Rupert Birdsong
Judge Michelle Williams Court
Judge Curtis Kin
Judge Elaine Lu
Judge Candace Cooper, Ret.
Judge Elizabeth Feffer, Ret.
Judge Mark Mooney, Ret.
Judge Norman P. Tarle, Ret.

Location:
ADR Services, Inc. – Downtown Los Angeles
915 Wilshire Boulevard, Suite 1900, Los Angeles, California 90017
Cost:

Section Members – $75
Non-Members – $95

It Was The Best Of Times, It Was The Worst Of Times
2023-06-08 12:00 - 13:00
Description: Learn from the best! Join Judges Sabraw and Herbert for their tips and tricks to use at your next mediation. Learn how to meet, and indeed exceed, great expectations for success, including how to incorporate the changes of the last few years and how they can be used to your benefit.
Speaker:

Hon. Bonnie Sabraw (Ret.), ADR Services, Inc.
Hon. Paul Herbert, Alameda Superior Court

Cost:
Members $15
Non-Members $30 – Enter code “ADR” in the notes section at checkout for an exclusive 50% discount!

Important New California Civil Cases Published in 2022
2023-06-21 12:00 - 13:00
Description:
California Courts publish over 500 new civil cases every year, and many create significant changes in the law. Mediators Monty McIntyre and Mike Roberts will discuss important new California cases published in 2022 in several areas including arbitration, attorney fees, civil procedure, employment, insurance, real property and torts.
Speaker:

Monty McIntyre, Esq.
Mike Roberts, Esq.

Cost:
Complimentary – $0
Handout Materials

Bench Stories with Chief Justice Tani Cantil-Sakauye (Ret.)
2023-06-28 13:30 - 14:30
Description:
Join us on Wednesday, June 28 at 1:30 pm via Zoom for the next installment of Bench Stories, featuring Chief Justice Tani Cantil-Sakauye (Ret.).
Chief Justice Tani Cantil-Sakauye (Ret.) joins ADR Services, Inc. after an impressive judiciary career marked by extraordinary leadership and trailblazing initiatives. As the former leader of California’s judicial branch of government and chair of the Judicial Council, Chief Justice Cantil-Sakauye (Ret.) managed to successfully steer the court through two massive crises — the Great Recession and the COVID-19 pandemic, all the while fostering a culture of collaboration and collegiality on the bench, improving access to justice, and educating the public on the importance of the 3rd branch of government. Chief Justice Cantil-Sakauye (Ret.) made history and became the first woman of color, the first Asian-Filipina American and the second woman to serve as the state’s Chief Justice.
During her twelve remarkable years at the helm of the state’s Supreme Court, Chief Justice Cantil-Sakauye (Ret.) emerged as one of the country’s leading advocates for equal access to justice, transparency, and the reform of state court funding models that unfairly impact low-income individuals. The Chief Justice was a leader in revitalizing civic learning through her Power of Democracy initiative, which was developed to inform the public about how the courts, both federal and state, play a key role in the state government. In an effort to improve transparency, when she became Chief Justice, she opened meetings of the Judicial Council and its advisory bodies that were once closed to the public and made public comment more accessible.
Speaker:
Hon. Tani Cantil-Sakauye (Ret.)
Cost:
$0 – Complimentary

The Role of DEI in Mediation
2023-07-06 12:00 - 13:30
Description:
The program will be a panel discussion focused on understanding and applying DEI (diversity, equity, and inclusion) principles in mediation and other negotiated forms of settlement. In addition, the speakers will discuss how diversity, equity, and inclusion make for a better, more effective mediation.
Speaker:

Dina Haddad, Families First Mediation, P.C.
Hon. Anita Santos (Ret.), ADR Services, Inc.
Ellie Vilendrer, Vilendrer Mediation

Cost:
FREE ACBA Members
$115 Non Members

Litigating and Resolving Marvin Claims
2023-07-19 12:00 - 13:00
Description:
Marvin claims arise in the litigation of legal disputes arising from cohabitation or non-marital relationships. Unlike dissolution actions in family law court, Marvin claims are litigated in civil court, and require careful consideration of the evidence of an alleged contractual relationship between the parties. In this program, three speakers – a neutral mediator, with judicial experience in both the civil and family law courts, and two experienced litigators – will discuss the different legal theories, pleading requirements, and discovery issues that arise in Marvin actions. The panel will also offer insight into key issues to watch out for in bringing and defending Marvin actions.
Speaker:

Hon. Elizabeth Feffer (Ret.), ADR Services, Inc.
Daniel Paluch, Esq., Gipson Hoffman & Pancione
Suzanna Papazyan, Esq. – Lauzon Paluch

Cost:
$0 Complimentary Program
Written Materials >>>
Slide Deck >>>

Setting up for Success: Laying the Groundwork for Resolution in Mediation
2023-08-03 12:15 - 13:15
Speaker:

Steve Block, Esq.
Geri Green, Esq.

Description:
This webinar presentation will delve into the intricacies of effective mediation strategies, equipping attendees with valuable knowledge and practical insights. The session will address the following key areas:
When to mediate & how to propose mediation to opposing counsel:
Understanding the optimal timing for initiating mediation is crucial for maximizing its potential benefits. Participants will learn the factors to consider when determining the right moment to propose mediation, as well as effective techniques for approaching opposing counsel to suggest this alternative dispute resolution method.
Briefing & document preparation – what you need to get and when:
Preparation is key to a successful mediation process. This segment will provide a comprehensive overview of the essential documents and information required to prepare for mediation.
Pre-mediation calls:
Pre-mediation communication plays a vital role in setting the stage for productive negotiations. This section will focus on the significance of pre-mediation calls and provide practical guidance on how to conduct them effectively. Participants will learn how to establish rapport with their mediator, manage expectations, and gather crucial information to inform their negotiation strategy.
Post-mediation – what are my options now?
After the mediation process, it is essential to evaluate the outcomes and determine the most appropriate course of action. This segment will explore various post-mediation scenarios, outlining the range of options available to participants. Attendees will gain an understanding of the potential outcomes of mediation and how maintain momentum towards settlement.
By participating in this webinar presentation, attendees will acquire the knowledge and skills necessary to navigate the mediation process effectively from start to finish, including practical strategies, best practices, and valuable insights to optimize their chances of achieving favorable outcomes and resolving disputes efficiently through mediation.
Cost: $30

Southern California Mediation Association 2023 Employment Mediation Institute
2023-08-05 09:00 - 13:00
Description:
For many, the world of work is a very different place than it was four years ago, when we hosted the last EMI. The COVID-19 pandemic has had a significant impact in the workplace for both employers and employees which has led to new challenges for mediators. This half-day program will focus on how changes to the modern workplace have impacted our role and approach as employment mediators. We’ll start with an in-depth look at the mediator’s role in disputes, considering whether mediators can offer more to their clients than just closing the deal. From there, we’ll dive into the latest California employment law updates, with perspectives from both sides of the bar. And, we’ll close by giving you practical skills for your mediator toolkit, based on recent neuroscience and lessons learned about work in a post-pandemic world.
The conference will be followed by a networking mixer at El Cholo Restaurant.
Speaker:

Phyllis W. Cheng, Esq.
Jan Frankel Schau, Esq.

Location:
Loyola Law School
919 Albany St.
Los Angeles, California 90015
Cost:
$195

EVERYONE IS LISTENING - The Core of Your Profession is Civility
2023-08-16 12:00 - 13:30
Description:
Please join CCCBA, ADR Services, Inc and JAMS as they present retired Judges Steve Austin, Barry Baskin, Ellen Sickles James and Winifred Smith in discussion on matters of Civility.
Discussion topics will include:
The importance of being civil to maintain your reputation and health.
+NEW Rule 8.3 California Rules of Professional Conduct – Reporting Professional Misconduct (eff. 8/1/2023)
What does it mean – Who must act – when and why.
The responsibility of the law firm culture to manifest civility throughout the entire legal system.
How unconscious bias affects how we treat our clients, counsel and others in the legal community.
Recognizing how word choice, body language and body awareness – can create more civil and productive interactions.
Our responsibility to our local community and why civility matters even outside the law office and the courtroom.
Speaker:

Hon. Steve Austin – ADR Services, Inc.
Hon. Barry Baskin – JAMS
Hon. Ellen James – JAMS
Hon. Winifred Smith – ADR Services, Inc.
Moderator: Audrey Gee, Esq. – Brown Gee & Wenger, LLP

Cost:
Members $15 │ Non-Members $45

State Supreme Court Adopts Lawyer “Snitch” Rule
2023-08-17 12:00 - 13:30
Description:
The Rules of Professional Conduct of the State Bar have a new addition as of August 1- Rule 8.3. This Rule mandates all lawyers “shall” without delay report to the State Bar “credible evidence that another lawyer has engaged in conduct involving dishonesty, fraud, deceit, or reckless or intentional misrepresentation or misappropriation of funds or property that raises a substantial question as to that lawyer’s honesty, trustworthiness, or fitness as a lawyer in other respects.”
What does Rule 8.3 mean? How will it impact my relations with other attorneys, my colleagues, my attorney friends, and even business partners? What does “credible evidence” of misconduct mean? What happens if I don’t report another attorney?
MANDATORY REPORTING OF OTHERS’ MISCONDUCT IS HERE! Have these and many other questions addressed by our panel of ethics and practice experts- the Bay Area’s first seminar for trial lawyers on how to live with Rule 8.3!
Speaker:

Richard Zitrin, Esq.
Merri Baldwin, Esq.
Rick Simons, Esq.

Cost:
Members $15 │Non-Members $30

Winning Discovery Strategies from Plaintiff and Defense Perspective
2023-08-25 14:30 - 15:45
Description:
With fewer trials these days a lot of our cases are won or lost on discovery. We’re seeing aggressive and burdensome discovery early on in cases from both sides. What is the method behind this madness? What are respondents doing? Are they challenging onerous discovery by motion? What both sides are doing together? What are the best ways to resolve disputes? Tips from the Bench: What troubling/challenging discovery issues is the court seeing? What discovery issues are worth taking to court? What does the court recommend to help streamline discovery? When does the court award sanctions? Are Informal Discovery Conferences effective?
Speaker:

Moderated by Rachel Leonard, Tate & Associates
Hon. Steven K. Austin (Ret.), ADR Services
Mike Kronlund, Quinn & Kronlund (defense counsel)
Doris Cheng, Walkup Melodia (plaintiff’s counsel)

Cost:
Full Conference Cost: $325 Members │$425 Non-Members

Controlling the Narrative in a Successful Mediation
2023-09-08 09:00 - 10:00
Description:
Join us for an illuminating session where we unravel essential soft skills required in successful mediation. Explore the art of controlling narratives – a skill that empowers attorneys to guide conversations and outcomes in a constructive direction. Gain insights into managing expectations and fostering a conducive environment for resolving conflicts and facilitating understanding. Unearth the concept of parallax – the subtle differences in viewpoints – and learn how to navigate them skillfully to bridge divides and create common ground. Whether you’re an experienced practitioner looking to refine your skills or a newcomer seeking to understand the nuances of successful mediation, this webinar offers invaluable strategies and insights. Join us as we delve into the heart of mediation mastery, equipping you with the tools to orchestrate productive conversations, manage expectations, navigate diverse perspectives, and empower parties to take control of their narratives.
Speaker:
Steve Block, Esq.
Cost:
Full Conference Registration $350
Location:
Timber Creek Ballroom, Roseville California

Mock Mediation – Real Strategies: A Behind the Scenes Look at Achieving Successful Resolution
2023-09-13 12:00 - 13:00
Description:
The stage is set: a motorcyclist collides with a driver making a left turn. The mediation is scheduled for September 13, 2023 at 12 p.m. Join real life Mediator Judge Paul Beeman, as he works with plaintiff’s counsel Doris Cheng, Esq. (Walkup Melodia) and defense counsel Jahmal Davis, Esq. (Hanson Bridgett) to present a mock mediation of this dispute. The fact pattern will be fake, but the negotiation and settlement strategies employed will be very real. From pre-mediation calls and brief submission, to moving through negotiations our panelists will employ bracketing, counter offers, private caucuses and other strategies to demonstrate how a real-life mediation might play out. At the end, you decide – should they take the deal?
Join us for this fast-paced mock mediation program, not to be missed both for newer practitioners, and seasoned attorneys looking for a peek into the private rooms in mediation.
Speaker:
Hon. Paul Beeman (Ret.), ADR Services, Inc.
Doris Cheng, Esq., Walkup, Melodia, Kelly & Schoenberger
Jahmal Davis, Esq., Hanson Bridgett
Cost:
$0 Complimentary Program
Handout Materials >>>
