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The State Bar of California 87th Annual Meeting, September 11-14, 2014, Grand Hyatt San Diego
Annual Meeting PreviewSchedule for Thursday
State Bar of California Annual Meeting

The State Bar of California 87th Annual Meeting
September 11-14, 2014
San Diego, California

State Bar Annual Meeting education programs are subject to change. This list represents information available at press time. The abbreviation after the program number is the sponsor code. Consult the Annual Meeting Program Partners list for the full sponsor name.

Thursday, September 11, 11 a.m. - 12 Noon

Chapter 11 in a Nutshell

Thursday, September 11, 11 a.m. - 12 Noon

This program will take the mystery and confusion out of the Chapter 11 bankruptcy process. Learn the basics of Chapter 11 from the filing of the bankruptcy petition and first day motions through confirmation of a plan of reorganization. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Bankruptcy

1 BLS

 

Basics of Risk Management Through Insurance: From Automobile to Workers’ Compensation

Thursday, September 11, 11 a.m. - 12 Noon

This program will focus on risk management issues and how to mitigate risk through insurance. Learn about the common misperceptions of the various coverages and how to ensure you and your law firm are adequately protected. CLE: 1.0 Hour

2 COGIP

 

Brady and Statutory Discovery Obligations for California Prosecutors

Thursday, September 11, 11 a.m. - 12 Noon

This program will review the prosecutors federal due process, State constitutional and statutory discovery obligations, and recent updates to discovery laws that are applicable to California prosecutors. Learn about the Brady obligations for prosecutors and case law concerning the necessity to disclose Brady materials earlier. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Criminal Law

3 CYLA

 

Beyond Basics: Enforcing Support, Equalization and Attorney Fees

Thursday, September 11, 11 a.m. - 12 Noon

This program will cover the often unknown or overlooked nuances of law and procedure in family law matters which make for successful collection of attorneys’ fees. Learn what happens when there is no RFO regarding determination of arrears, why you can’t collect when the fee award is payable to you, and more. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Family Law

4 FL

 

Basics of Global Trade Compliance for the Defense/Aerospace Client

Thursday, September 11, 11 a.m. - 12 Noon

This program will cover how to determine if a company is a “defense contractor”, and if its product, service or technology offering is covered under the International Traffic in Arms Regulations (ITAR) or other U.S. export control laws. Learn about the obligations associated with the manufacture, custody, access, use, transmission and shipment of export-controlled items, including penalties, compliance programs, foreign nationals and anti-boycott regulations. CLE: 1.0 Hour

5 IL

 

Proposed Amendments to the California Family Rights Act Regulations

Thursday, September 11, 11 a.m. - 12 Noon

In 2013, Governor Brown appointed a new DFEH Fair Employment and Housing Council. One of the Council’s first rulemaking projects is amending the 1995 California Family Rights Act Regulations. The Council’s Chair and the DFEH Director will review and discuss the proposed amendments. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Family Law

6 LL

 

Ethics and Settlement: Successful Negotiations and Mediation in Your Practice

Thursday, September 11, 11 a.m. - 12 Noon

Are you ever frustrated with opposing counsel for unethical practices in negotiation or mediation? This program will cover the ethical responsibilities when engaging in negotiations and mediations to achieve a fair settlement. CLE: 1.0 Hour of Which 0.5 Hour Applies to Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

7 LPMT

 

When Judges Cross the Line

Thursday, September 11, 11 a.m. - 12 Noon

When does judicial personality cross the line and become a failure to be patient, dignified and courteous within the meaning of the Code of Judicial Ethics? When does courtroom control become an ethics issue? What happens if a judge displays bias based on race, gender or sexual orientation? Members of the Commission on Judicial Performance will discuss where the lines have been drawn. CLE: 1.0 Hour Legal Ethics; Legal Specialization: 1.0 Hour Legal Malpractice

8 LSP

 

Understanding Attorney Client Trust Accounts

Thursday, September 11, 11 a.m. - 12 Noon

This program will cover the Rules of Professional Conduct and authorities that govern attorney-client trust accounts, with a focus on IOLTA. Learn the ethical obligations for handling client funds and the purpose of the IOLTA statute. CLE: Hour 1.0 Legal Ethics

9 LSTF

 

The Present State of the Law and the Future of Affirmation Action

Thursday, September 11, 11 a.m. - 12 Noon

Frank Wu, Chancellor and Dean of the University of California, Hastings College of the Law will review the history of affirmative action, present state of the law, and the potential changes that may undo California Proposition 209. Learn what public entities can do to remedy racial disparities and achieve racial diversity, and gain an appreciation of the legal issues and policies involving this important public policy issue. CLE: 1.0 Hour

10 PL

 

Explaining Punitive Damages to Your Client

Thursday, September 11, 11 a.m. - 12 Noon

This program will cover the nightmare of punitive damages for a defendant, and how it must be handled delicately by counsel. Learn how to make it through the maze of the litigation minefield - hopefully with the client intact. CLE: 1.0 Hour

11 SOLO

Thursday, September 11, 2:30 p.m. - 4 p.m.

Legal Advice for Newly Formed Companies

Thursday, September 11, 2:30 p.m. - 4 p.m.

This program will present a discussion of topical issues relevant in advising newly formed companies. Learn about choice of entity, initial capitalization and seed financing, applicable securities rules, commercial agreements, and essential corporate governance. CLE: 1.5 Hours

12 BLS

 

Dealing with Changing Mindsets in Negotiation and ADR

Thursday, September 11, 2:30 p.m. - 4 p.m.

This program will focus on how psychology impacts decision-making in the ADR and negotiations process. Panelists will relate the work of psychologists and social psychologists, such as Robbennolt & Sternlight’s “Psychology for Lawyers”, to help you understand how variables in human thinking may impact a clients’ choices, and assist you in resolving legal disputes. CLE: 1.5 Hours

13 CADR

 

Preparing and Presenting Psychological Testimony at Trial

Thursday, September 11, 2:30 p.m. - 4 p.m.

This program is intended for both criminal and civil law practitioners who need to prepare and present psychological testimony at trial. Get tips on how to conduct a direct examination of a psychologist to argue a client is “not guilty by reason of insanity” and how to cross-examine a forensic psychologist. Attendees will receive sample direct and cross-examination questions and a summary of applicable California sanity law. CLE: 1.5 Hours; 1.5 Hours Legal Specialization: 1.5 Hours Criminal Law

14 CRIM

 

My Smoke, Your Mirrors: Accounting Games People Play in Family Law Matters

Thursday, September 11, 2:30 p.m. - 4 p.m.

Forensic accountants commonly prepare “Cash Flow Available for Support” reports, but is a recent 12-month “cash flow” an appropriate indicator of “net disposable income?” This program will illustrate the ease in which planning-for-divorce spouses can manipulate “cash flow” to avoid support obligations and minimize property value. Learn the common tactics employed by divorce planning parties and the methods to rebut these tactics. CLE 1.5 Hours; Legal Specialization: 1.5 Hours Family Law

15 FL

 

Laws Concerning International Music and Games, Digital Licensing and Distribution Contracts

Thursday, September 11, 2:30 p.m. - 4 p.m.

The world of music licensing has changed dramatically in recent years due to the emergence of the Internet as a source of content distribution, new copyright laws and decisions, and technology innovations. Learn about streaming and downloading of music and TV content, BMI and SESAC requirements, SoundExchange and music in Apps, e-cards, advertising commercials, and more. CLE: 1.5 Hours; 1.5 Hours Legal Specialization: 1.5 Hours Franchise & Distribution

16 IL

 

Getting the Edge in Arbitration: Fees and 998 Offers

Thursday, September 11, 2:30 p.m. - 4 p.m.

This program will explore the use of Code of Civil Procedure Section 998 settlement offers and how to use them to your client’s advantage. Learn the rules and procedures on how to win fees in your case. CLE: 1.5 Hours; Legal Specialization: 1.5 Hours Legal Malpractice

17 LIT

 

Ethical Minefields and eDiscovery: A Perfect Match

Thursday, September 11, 2:30 p.m. - 4 p.m.

eDiscovery raises a wide and growing range of ethical issues, including issues that have the potential to challenge an attorneys’ ethical obligations and client relationship. This program will explore the latest ethics opinions and best practices for tiptoeing smartly, but ethically, through the eDiscovery minefield. CLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics; Legal Specialization: 1.5 Hours Legal Malpractice

18 LL

 

The Ethics of Unbundling Your Legal Services

Thursday, September 11, 2:30 p.m. - 4 p.m.

This program will address best practices related to complying with the ethical issues and rules raised by limited-scope representation in a range of practice areas. Learn how unbundled legal services can provide an affordable way for litigants to receive the assistance they need to navigate the justice system. CLE: 1.5 Hours of Which 1.0 Hour Applies to Legal Ethics

19 SCDLS/SOLO

 

Protecting Your Client from Tax Penalties

Thursday, September 11, 2:30 p.m. - 4 p.m.

The IRS and FTB increasingly assert penalties against taxpayers who fail to comply with byzantine tax rules. This program will address the types of tax penalties and how your client can avoid being assessed a penalty. Learn about the defenses that can be raised when the IRS or FTB claims that your client is liable for a penalty. CLE 1.5 Hours; Legal Specialization: 1.5 Hours Estate Planning, Trust and Probate; 1.5 Hours Taxation

20 TAX

 

Medi-Cal Long Term Planning Strategies Under The Deficit Reduction Act

Thursday, September 11, 2:30 p.m. - 4 p.m.

This program will review Medi-Cal Law regulations concerns in long-term care eligibility, with detailed treatment of asset and income categories, presentation of strategies for eligibility for single and married person, same-sex couples, and domestic partners, and integrating new law and regulations with California and existing law. CLE 1.5 Hours; Legal Specialization: 1.5 Hours Estate Planning Trust & Probate Law

21 TE

 

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

It’s Not Over ‘Til It’s Over: Closing Bankruptcy Cases

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

This program will address the post‐discharge and post‐confirmation “clean‐up issues” that arise in chapter 7 and chapter 13 cases. Learn about the various issues including reaffirmation, redemption, credit reports, and chapter 13 lien-stripping. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Bankruptcy

22 BLS

 

Beyond a Form: Operating Agreements After the California Revised Uniform Limited Liability Act (RULLCA)

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

This program will challenge the typical form operating agreement and will describe ways that lawyers can add value for their clients in drafting operating agreements. Learn how the new LLC law, which was effective January 1, 2014, will change LLC operating agreement forms and considerations. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Taxation

23 BLS

 

Ethical Issues in Appellate Practice

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

A panel of appellate specialists will examine a variety of ethical issues that occur when handling civil and criminal appeals. Learn how to deal with tricky situations involving relations with clients, potential clients, opposing parties and the court. CLE: 1.0 Hour Legal Ethics; Legal Specialization: 1.0 Hour Appellate Law

24 CAC

 

The Affordable Care Act: The Employer Mandate

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

This program will review the employer mandate provisions of the Affordable Care Act (ACA). Panelists will review decisions by the U.S. Supreme Court that may determine the application of ACA provisions to employers claiming exemptions based on religion, and will discuss executive orders modifying the ACA in various other respects. Learn how the implementation of the individual mandate and the success or failure of the public health exchange impact employer group plans in 2015 and beyond. CLE: 1.0 Hour

25 COGIP

 

Ethical Considerations of a Multi- Jurisdictional Practice in Family Law

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

This program will cover governing rules, limitations, and ethical considerations of a multijurisdictional practice in family law. Learn how to prevent ethical pitfalls in family law multijurisdictional practice. CLE: 1.0 Hour; Legal Specialization:1.0 Hour Family Law; 1.0 Hour Legal Malpractice

26 CYLA

 

Update on International Treaties on Discrimination Against Women and Civil & Political Rights Laws in California

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

This program will explore recent developments in state and local implementation of international human rights laws and treaties in California. Learn about the Convention on the Elimination of All Forms of Discrimination against Women (CEDAW) and ongoing efforts within California to invoke the International Covenant on Civil and Political Rights (ICCPR) as a basis for causes of action and social issues, such as homelessness, gender discrimination and human trafficking. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Immigration

27 IL

 

Intellectual Property and the First Amendment

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

We learned that the First Amendment protects practically all speech and is sacrosanct. Yet, in the real world the First Amendment has limitations. Perhaps nowhere are the conflicts between first amendment rights and the right to prohibit “free speech” more direct than in the protection of intellectual property. This program will explore this conflict as we ask, “Does the First Amendment trump typical intellectual property protections?” CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Franchise & Distribution

28 IP

 

Staying Healthy and Mentally Competent Throughout a Long Legal Career

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

This program will examine the physical and mental health challenges that negatively impact your practice of law, and will provide strategies to support wellness throughout your legal career. Learn how to identify and effectively intervene with health-related problems that can affect your legal career. CLE: 1 Hour Competency Issues (formerly Detection & Prevention of Substance Abuse)

29 LAP

 

Rough Waters: Litigating Recreational Boating Cases in State and Federal Court

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

California is a recreational boater’s paradise -- from reservoirs to the Pacific Ocean and all the waters in between -- however, many practitioners fall on the rocks of federal maritime law and admiralty procedure applicable in federal and state proceedings. Learn about maritime and admiralty law hazards so that you and your clients can sail past them with confidence. CLE: 1.0 Hour; Legal Specialization: 1.0 Hour Admiralty and Maritime Law

30 LSP

 

Leading by Example: Ethical Issues for Public Agency Attorneys

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

A key element to fostering an ethical culture in government is the behavior and attitudes of the organization’s leadership. This program will focus on ethical issues unique to public agency attorneys, including identification of the client, a review of privileges relevant to local agency bodies, and an overview of conflicts of interest. CLE: 1.0 Hour Legal Ethics

86 PL

 

Leveraging Technology to Win the Discovery Game

Thursday, September 11, 4:15 p.m. - 5:15 p.m.

This program will cover the rules and new technologies governing electronically stored information (ESI). Learn about cuttingedge litigation technology advancements that will result in cost savings and streamlined management of ESI. CLE: 1.0 Hour of Which 0.5 Hour Applies to Legal Ethics

31 SOLO