Santa Barbara Paralegal Association
MCLE Conference 2019
Santa Barbara County Courthouse
Saturday, September 21, 2019
8:15 a.m to 5:00 p.m.
Since 2001, California paralegals are required by California statute to complete eight hours of MCLE (minimum continuing legal education) every two years, in rolling two year blocks, beginning January 1st of each odd year. These must consist of at least four hours of legal ethics and the remaining four hours of general MCLE topics. The SBPA hosts an annual continuing education conference to specifically address this requirement. In keeping with traditions, our MCLE Conference will again include a delicious continental breakfast, your choice of picnic lunch to be enjoyed on the grounds of the sunken gardens and a private docent-led tour of the courthouse (if available), courtesy of Courthouse Legacy Fund, taking us behind the scenes to many locations not ordinarily shown to the public! We will also enjoy our ever growing Exhibitors Hall and prize drawings. We hope to see you at this year’s all day conference!
MCLE Conference 2019
Saturday September 21, 2019
8:15 a.m. to 5:00 p.m.
Cost is $250. Receive an Exhibitor Table at the Conference all day September 21, 2019 at which you can interact with all the attendees to share the virtues of your business. Also, receive a listing in our Program and introduction to the attendees during the promotional drawing give-a-ways.
Early Bird Registration (up to August 15):
Paralegal Members: $80 / Paralegal Students: $55 (verification required) / All others: $115
General Registration (August 16 through September 15):
Paralegal Members: $90 / Paralegal Students: $60 (verification required) / All others: $125
Late Registration (September 16 through September 21 [at door]):
Paralegal Members: $105 / Paralegal Students: $65 (verification required) / All others: $140
10TH ANNUAL MCLE CONFERENCE TOPICS AND SPEAKER BIOS
HONORABLE PAULINE MAXWELL
Topic: FAMILY RESPONSIBILITIES DISCRIMINATION:
The Myth of Having it All Family Responsibilities Discrimination (FRD), also called caregiver discrimination, is employment discrimination against workers based on their family caregiving responsibilities. Pregnant women, mothers and fathers of young children, breastfeeding women, and employees with aging parents or sick spouses or partners may encounter FRD. They may be rejected for hire, passed over for promotion, demoted, harassed, or terminated – despite good performance -simply because their employers make personnel decisions based on stereotypical ideas of how they will or should act given their family responsibilities. There is no standalone federal law specifically banning Family Responsibilities Discrimination (FRD) but FRD is prohibited by a number of laws. The law that applies will depend on the type of FRD experienced.
Since 2014, Judge Maxwell has presided over the civil and family law trial calendars at the Santa Barbara Superior Court. From 2010-2014 she was a commissioner. Judge Maxwell’s illustrious legal career includes working in law firms in Southern California and locally, teaching at the Santa Barbara College of Law and working in the capacity of research attorney for the Santa Barbara Superior Court. She was also assigned to Minor Offense Arraignments and Trials, Mental Health Treatment Court, Drug Court, Dual Diagnosis Court and Restorative Court. Judge Maxwell received her undergraduate degree from the UCSB and Juris Doctor from UCLA School of Law. She also has a degree in nursing. Judge Maxwell has a long history of active involvement in community service and the legal community.
MARISA K. BEUOV, ESQ.
Topic: FAMILY LAW FORM INTERROGATORIES: WHAT IS IMPORTANT AND WHY
This talk will provide an overview of why Family Law Form Interrogatories are a useful tool in divorce proceedings. The lecture will include information on how to work with clients to elicit the information needed and how to provide code-complaint responses. The lecture will also take an in-depth look at the most common legal issues arising from the form interrogatories, such as fiduciary duties, Family Code 2640 claims, and Watts/Epstein reimbursements.
Marisa has been a partner at Griffith & Thornburgh since 2009. She graduated Magnum Cum Laude from Santa Clara University School of Law. Marisa is originally from the Los Angeles area, where she grew up riding horses. Marisa likes to spend time outdoors and achieved a personal goal by completing her first Sprint Triathalon in 2012. As avid photographer, Marisa enjoys taking pictures of her favorite subjects- her two young children. Marisa participates in fund raising for the Santa Barbara Cottage Children’s Hospital and has served as a guest speaker at UCSB’s Global and International Studies Program. Marisa enjoys working with people to solve often complicated family law issues. She also represents clients on many different types of school law, business and civil litigation matters.
Topic: NUTS & BOLTS OF BRIEFS
Briefing is an essential part of any civil litigation practice and while attorneys are often the primary drafters of these motions, oppositions, and replies, the tasks of formatting, complying with the ins and outs of civil procedure, and compiling the supporting documents often falls on the paralegals assigned to these cases. In this presentation we will discuss what briefs to expect at what stages of a case, good resources to gather information on various aspects of civil procedure, the formatting and filing skills most attorneys expect of their paralegals, proper citation formats, and the types of supporting documents you are most likely to run into. From the Rutter Guide, to the Bluebook, and every local
rule in between, you will be ready to hit the ground running with any brief handed to you.
Alyson has over a decade of litigation experience with an extensive background in strategic planning for legal cases, businesses, and various political and community organizations. She is an adjunct instructor at the Santa Barbara & Ventura Colleges of Law, a public speaker, MCLE presenter, trial attorney, advocate for the little guy, counselor for established businesses and start-ups, and a strong candidate for any board of directors, with the ability to find unique and creative solutions to the problems faced by both her individual and business clients.
REBECCA S. KOCH, ESQ.
Topic: MAXIMIZING YOUR VALUE AS AN ESTATE PLAN PARALEGAL
Strategies on how to make yourself a valuable edition to any law firm.
Ms. Koch is a skilled and compassionate attorney who enjoys helping her clients to achieve their personal and business goals. Her practice focuses primarily on estate planning, probate, trust administration, business and real estate transactions. Prior to joining Rogers, Sheffield & Campbell in 2017, Ms. Koch spent several years in private practice, predominantly assisting clients with trust and estate matters. She simultaneously served as the Director of Operations for a local skincare company, fortifying her knowledge relating to small business operations and management. Ms. Koch’s experience in diverse and challenging professional roles allows her to take a holistic approach to legal representation; always carefully considering how different aspects of a client’s life may impact the type and extent of services required. As a parent of young children, Ms. Koch is particularly passionate about helping young families plan for any contingency, including the death or incapacity of one or both parents. Ms. Koch is a Santa Barbara native, and returned to the area in 2013, following a decade in the San Francisco Bay Area followed by a short stint in Phoenix, Arizona. Ms. Koch earned her J.D. from Santa Clara University School of Law and is a member of the State Bar of California and the State Bar of Arizona (inactive). She graduated with a Bachelor’s Degree in Community Studies from U.C. Santa Cruz.
JEREMY KRANT, J.D.
Topic: ETHICS OF USING SOCIAL MEDIA
Ethics of using social media offers attorneys and law firms the opportunity to build credibility and trust, highlight expertise, and establish a memorable brand. But law firms, attorneys and support staff must take care to ensure that their online activities adhere to ethical and professional rules of conduct. This course offers best practices for the successful use of social media, as well as practical guidance regarding regulatory compliance and those social media activities to avoid.
Jeremy Krant is a Director, Legal Solutions for Epiq, having had extensive experience with litigation, particularly electronic discovery matters as both a legal solutions provider and with AMl00 law firms. For the past ten years, he has been advising clients on complex eDiscovery and forensic needs that arise from litigation, expansive regulation and complex contractual relationships. Jeremy’s clients have included the country’s largest law firms, healthcare providers, computer hardware and software companies, manufacturers, retailers, utility providers and state and federal government agencies. Before joining Epiq, Jeremy was Director of Litigation Consulting at an eDiscovery and Practice Technology group. Jeremy is a graduate of Seattle University School of Law and University of California at Santa Barbara.
JOHN NORDSTRAND, John E. Nordstrand Economic Consulting
Topic: THE MOST EFFICIENT AND COST- EFFECTIVE WAYS TO WORK WITH EXPERT WITNESS
John Nordstrand will cover methods for the most efficient ways to get information to experts so that they can form their opinions. How to assist experts so that they can complete their opinions and reports, in both a cost-effective and timely matter. And finally, things to consider when helping experts prepare for depositions and trial.
John has spent thirty two years working as an applied economist in the areas of litigation support, as well as doing statistical and econometric projects for both litigation cases, and the health care industry. Currently the owner and principal economist of a forensic economics firm, specializing in loss of wage and fringe benefits, business, corporate shares and fractional interests, medical care costs, household services, and loss of profit and other applied economics valuations. John has appeared as a courtroom expert, testifying in Santa Clara, Monterey, San Luis Obispo, Santa Barbara, Ventura, Los Angeles, and Orange Counties, as well as United States Federal Court. His specialties include valuation of wage and fringe benefits losses for personal injury, medical malpractice, wrongful death, wrongful termination and other litigation matters. Courtroom testimony, business, stock, and fractional interest valuations for dissolution, tax and estate planning, and other matters. Econometric and statistical studies for health care, litigation, and other matters.
Topic: THE ARREST AND PROSECUTION OF MICHAEL JACKSON IN 2005
This session will cover the initial allegations of sexual abuse of a 12 year old boy, the earlier allegations of prior sexual abuse of other boys, preparation for trial, the prosecution case, the defense case and the aftermath of a not guilty verdict. It will address the problems associated with prosecuting a high profile celebrity including jury selection, dealing with the press and compelling the cooperation of reluctant witnesses.
Ron Zonen started in the District Attorney’s office in San Bernardino County and then worked for thirty six years in the Santa Barbara County District Attorney’s office. He served as Chief Trial Deputy supervising the Vulnerable Victims Unit, involving all prosecutions of domestic violence, sexual assault, crimes against children and elder abuse. He ran the mental health unit responsible for civil commitments to mental hospitals of MDOs (Mentally Disordered Offenders) and SVPs (Sexually Violent Predators). He tried the first case in Santa Barbara County to successfully use DNA evidence resulting in the conviction of Jose Ruelas for rape and murder. Other high profile trials include People v. Anderson (the murder of Rick Klaus, a Montecito millionaire whose skeletal remains were discovered in the mountains above Ojai), People v. Lyons, (Defendant murdered his brother and sister in law), People v. Holzer
(Defendant killed his parents and two children) and People v. Hoyt (the murder of 15 year old Nicholas Markowitz resulting in a death sentence). Ron is currently a civil trial attorney with McCarthy and Kroes in Santa Barbara.
CLOSING KEYNOTE SPEAKER: HONORABLE BRIAN HILL
Topic: TRIAL WORK FROM START TO FINISH
Focusing on how a legal team should prepare and conduct trial, including witness preparation, creating notebooks, documentary evidence and use of electronic devices and images in opening and closing statements, etc.
Judge Hill presides over Department 2 in the Santa Barbara Anacapa Division. Since 2003, he has been a Superior Court Judge, and was a presiding Judge from 2011-2012. Judge Hill has prosecuted all major felonies including murder, rape, robbery theft and burglary. He has taught at the Santa Barbara/Ventura Colleges of Law from 1988-present. Judge Hill is active in various community organizations and the legal community.
Directions to event parking from the north: 101 Freeway south, take the Mission exit and turn left onto Mission Street. Take Mission Street to Anacapa Street, (one block past State Street). At Anacapa Street, turn right. Follow Anacapa St. to Victoria Street and turn left. The parking lot will be on your right hand side just before you get to the next block. If you get to Santa Barbara Street, you’ve gone too far.
Directions to event parking from the south: 101 Freeway north, take the Garden Street exit. At the bottom of the ramp, turn right onto Garden and then take immediate left onto Gutierrez Street (at next light), go one block and take a right onto Santa Barbara Street. Follow Santa Barbara Street for about 8 blocks. Just past the intersection of Anapamu and Santa Barbara Street, you will see an entrance to the lot (Victor’s Florist on the corner). If you miss the first entrance, you can turn left onto Victoria Street and access the lot on the left-hand side.
MCLE 2019 Conference Sponsorship: Santa Barbara Paralegal Association is a California 501(c)(6) educational non-profit corporation which supports the education and professional development of local attorneys, paralegals and other legal professionals through our annual full day MCLE conference and other educational activities. In order to mount our acclaimed annual conference, SBPA seeks partnership with sponsors (individuals and businesses) who, in exchange for widespread promotion and recognition, provide us with needed contributions to coordinate the multiple facets of the event. Sponsorship is welcome at any level – from donations of pens, conference bags, post-it notes, — to the most generous contributions we’ve been fortunate to receive, including hardcover books from a publishing company and payment for our continental breakfast or picnic lunch service.
Benefits of Sponsorship for the sponsors who contribute cash or in-kind products valued at $300 or more, in addition to giving recognition with all our sponsors in our advertising, announcements and printed media, we also make an exhibitor table available at the conference AT NO CHARGE, so that any significant contribution sponsors may have a personal presence and be acknowledged at the event.
Become a Sponsor of the 2019 MCLE Conference: SBPA provides educational scholarships to area paralegal students and SBPA donates funds and services to a variety of other local non-profit organizations in our community. (For example, SBPA supports Law Bowl for Teen Court, donates annually to the Santa Barbara Food Bank, contributed to Partners in Education and provides a portion of profits from our annual MCLE conference to the Courthouse Legacy Foundation.) If you would like to be a sponsor, please email Sara Browne at email@example.com