MCLE Class List

 

September Series

Title:Westlaw: Administrative Decisions & Guidance
Date:09/12/2017
Start Time:12:00 PM
Duration:1 hr
MCLE Credit: 1
Registration Fee:$30.00

Looking for better ways to search administrative decisions and expert guidance on Westlaw? If so, there is a class for that! As Administrative Decisions aren’t given traditional editorial enhancements, like headnotes or KeyNumbers, research strategies can be more mysterious, even to the most seasoned researcher. This class aims to provide you with the tools and strategies to find the information you need faster on Westlaw.

Title:Dragon Naturally Speaking Legal – Version 15
Date:09/13/2017
Start Time:10:30 AM
Duration:1 hr
MCLE Credit: 0
Registration Fee:$10.00

Learn how to put your voice to work and improve the productivity of your legal practice. A Dragon representative will demonstrate the new Dragon Legal Individual-V15, which offers the ability to create, edit and format case files, contracts, briefs and more-all by voice for improved efficiency, reduced transcription time and costs, and faster document turnaround. You can sign up after this event for a hands-on immersion training. Cost will include software program, headset, instruction manual, and more.

Title: Litigation Solutions for Solos
Date:09/13/2017
Start Time:12:00 PM
Duration:1 hr
MCLE Credit: 1
Registration Fee:$30.00

Using the latest tools and content on Lexis.com, learn how to run with the “big dogs” by creating winning case strategies, drafting impressive documents, finding and  investigating expert witnesses, evaluating case outcomes, and effectively managing case files. This hands-on computer course will give you all the skills you need to succeed in the business and practice of law.

Title: Accounting for Litigators
Date:09/19/2017
Start Time:2:00 PM
Duration: 2 hrs
MCLE Credit: 2
Registration Fee:$55.00

Attorneys often tackle issues related to accounting but don’t always have the tools to fully understand the underlying accounting concepts or how the financial statements work. This presentation will provide a basic understanding of fundamental accounting concepts, an overview of the components of a set of financial statements and key financial metrics analyzed by readers of financial statements, and the use of financial statements in both litigated and non-litigated matters.

Title:Dragon Naturally Speaking Legal – Version 15
Date:09/20/2017
Start Time:10:30 AM
Duration:1 hr
MCLE Credit: 0
Registration Fee:$10.00

A Dragon representative will demonstrate the new Dragon Legal Individual-V15, which offers the ability to create, edit and format case files, contracts, briefs and more-all by voice for improved efficiency, reduced transcription time and costs, and faster document turnaround. You can sign up after this event for a hands-on immersion training. Cost will include software program, headset, instruction manual, and more.

Title:Drafting Demurrer-proof and Sanction-proof Complaints
Date:09/21/2017
Start Time:2:00 PM
Duration: 2 hrs
MCLE Credit: 2
Registration Fee:$55.00

This presentation will cover the essential elements of a Complaint, i.e., identification of the parties, factual  allegations, all relevant Causes of Action & Demand for Judgment and verification. It will comprise foundational and drafting considerations, “Special  Demurrers,” surviving a Sanction Motion, and using resources.

Title: Public Records Act In the Digital Age
Date:09/27/2017
Start Time: 2:00 PM
Duration: 2 hrs
MCLE Credit: 2
Registration Fee:$55.00

Technology and the methods for storing public records has changed dramatically in the last several years. The law is catching up with these changes, along with the techniques for complying with requests and reviewing data. Don Vilfer, JD, Founder of VAND Group LLC, will cover the recent legal developments regarding Public Records Act requests and cost-effective methods to produce or review produced documents. Recent cases regarding personal devices and cell phones and their relevance to Public Records Act requests will also be discussed along with efficient high-tech techniques for collecting and culling large data sets.

Title: Age Bias At Work: Scary, Pervasive and Looking For You
Date:09/29/2017
Start Time: 1:30 PM
Duration: 1.5 hrs
MCLE Credit: 1.5 (1 “Elimination of Bias” MCLE Credit)
Registration Fee:$50.00

Regrettably, the legal industry itself is rife with age bias. Legal professionals endure constant anxiety that they  are “too old,” as law firms award jobs and promotions to younger candidates at lower pay.  The careers of attorneys, paralegals, and legal secretaries are all impacted by age discrimination. Attorney David Graulich will describe the multiple ways that employers practice age bias while they strive to subvert federal and California law. He’ll explain what actions you can take to protect yourself, whether you are currently employed, seeking a job or planning a   career transition.

October Series

Title: MICROSOFT® EXCEL 2016: PART A – WORKBOOKS, DATA LISTS, FORMULAS, AND TIPS & TRICKS
Date:10/2/2017
Start Time: 9:30 AM
Duration: 3 hrs
MCLE Credit: 0
Registration Fee:$75.00

Instructor: Cheri Boyer
This beginning hands-on computer course will help take the mystery out of Excel. You will learn how to create your own spreadsheet from scratch. This course will provide many tips and tricks for working smarter and faster in Excel 2016. You will learn how to perform basic calculations, manage data lists, format cells, insert and delete rows and columns, and create simple formulas. If you are taking the Part B class do not miss Part A.

Title: CIVIL ENFORCEMENT: THE NUTS & BOLTS OF COLLECTING YOUR JUDGMENT
Date:10/4/2017
Start Time: 2:00 PM
Duration: 1.5 hrs
MCLE Credit: 1.5
Registration Fee:$50.00

Instructor: Kevin P. Whiteford, Partner, Serlin & Whiteford, LLP
This presentation by Kevin Whiteford with the firm Serlin & Whiteford, LLP will cover judgment liens, writs of execution and attachment, judgment debtor examinations, and wage garnishment. Time permitting, Mr. Whiteford will include a discussion on advanced collection strategies, including creditor suits, fraudulent conveyance actions, and receiverships.

Title: TECHNIQUES FOR SHORT, CLEAR AND ORGANIZED LEGAL WRITING
Date:10/12/2017
Start Time: 9:30 AM
Duration: 2 hrs
MCLE Credit: 2
Registration Fee:$55.00

Instructor: J. Angelo DeSantis, JD
In the legal profession, no one wants to read what we write. While what we write may be important, it is not popular fiction; motions are not read for pleasure. This presentation will cover how to fix word wasting habits that needlessly lengthen your writing and how to develop sentence and paragraph construction techniques that improve readability in your legal documents.

Title: MICROSOFT® EXCEL 2016: PART B – LARGE WORKSHEETS, ADVANCED FORMULAS & FUNCTIONS
Date:10/16/2017
Start Time: 9:30 AM
Duration: 3 hrs
MCLE Credit: 0
Registration Fee:$75.00

Instructor: Cheri Boyer
This intermediate hands-on computer course will cover how to link pages in worksheets, and how to work with advanced functions and formulas to help calculate values for settlement offers, outline damages, and even generate potential business deals.

Title: DEMURRERS & SANCTIONS MOTIONS
Date:10/19/2017
Start Time: 2:00 PM
Duration: 2 hrs
MCLE Credit: 2
Registration Fee:$55.00

Instructor: Eli Roth, JD
This presentation will cover how and when to use demurrers and sanctions motions to challenge complaints. It will include the fundamentals of reviewing the complaint, researching the relevant issues, determining a defense strategy, determining whether there is a basis for a demurrer and whether a sanctions motion is appropriate, the procedures for filing both demurrers and sanctions motions and how to coordinate their use together.

Title: ETHICAL CONSIDERATIONS IN CO-COUNSEL REPRESENTATION
Date:10/20/2017
Start Time: 11:00 AM
Duration: 1.5 hrs
MCLE Credit: 1 (1 “Legal Ethics” credit)
Registration Fee:$45.00

Instructors: Dan L. Carroll, Partner Downey Brand LLP and Steven A. Lewis, Attorney at Law
Co-counsel relationships can exist in a variety of circumstances and can pose ethical challenges. Two Sacramento attorneys, both former members of the State Bar Committee on Professional Responsibility and Conduct, will identify some common situations in which co-counsel relationships can arise, examine ethical obligations and pitfalls that can arise with them, and describe actions that can be taken to avoid the pitfalls. Topics of discussion will include client consent, division of responsibility, accountability, and competence.

Title: MICROSOFT® EXCEL 2016: PART C -TAKING THE MYSTERY OUT OF PIVOT TABLES & MACROS
Date:10/23/2017
Start Time: 9:30 AM
Duration: 3 hrs
MCLE Credit: 0
Registration Fee:$75.00

Instructor: Cheri Boyer
This advanced hands-on computer course will cover the more sophisticated features found in Excel 2016
You will learn how to create a macro; macros are great for repetitive and time-consuming tasks. You will create pivot tables and pivot charts. With the introduction of Excel 2016 pivot tables are more Intuitive and more powerful than ever. Charts have been enhanced and made easier than ever to use. Advanced functions such as vLookup will be covered as well as other time saving features.

Title: USING CONTENTION INTERROGATORIES IN CIVIL ACTIONS
Date:10/24/2017
Start Time: 2:00 PM
Duration: 2 hrs
MCLE Credit: 2
Registration Fee:$55.00

Instructor: Eli Roth, JD
This presentation will cover how and when to use “contention” interrogatories for effective discovery in civil actions. It will include the fundamentals of how to construct contention interrogatories, when to use them, advantages of contention interrogatories over depositions, and how to coordinate their use with requests for admissions and form interrogatories.

Title: REVOCABLE TRUSTS
Date:10/25/2017
Start Time: 2:00 PM
Duration: 2 hrs
MCLE Credit: 2
Registration Fee:$55.00

Instructor: Jack S. Johal, JD, LL.M
In this presentation, Jack S. Johl, J.D., LL.M. will discuss the different types of revocable trusts as well as the different types of provisions that can be included in revocable trusts.
Topic will include:
• The role of the Grantor
• Revocable Living Trusts v Irrevocable Living Trust
• Avoiding Probate
• Ease of Management
• Stewardship of Resources after Death
• Tax Advantages
Developing a balanced strategy is critical in assisting your client with the appropriate trust to fit their specific needs.