Annual Meeting
My Annual MeetingSchedule for Thursday, September 29, 2016

The State Bar of California 89th Annual Meeting
September 29 - October 2, 2016
Marriott Marquis San Diego Marina
San Diego, California

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

Program Title and Description

Program No. / Code

Thursday, September 29 | 11 a.m. - 12:30 p.m.

General Session
Fail Better: Continuing Efforts to Eliminate Bias in the Practice of Law

Lawyering Skills Program

Law Humorist Sean Carter will illustrate how even hidden and seemingly benign biases prevent lawyers from effectively representing clients and creating diverse and inclusive workplaces. While these biases are somewhat unavoidable, it is possible for lawyers to “fail better” in a continuing effort to eliminate bias in the legal profession.

CLE: 1 Hour of Elimination of Bias

Program 1

Thursday, September 29 | 2 p.m. - 3:30 p.m.

Kids Kaught Up in the Kourtroom: Trends in Juvenile Delinquency Practices

Criminal Law Section with the California Association of Black Lawyers

All court-appointed attorneys who represent minors in juvenile delinquency court are subject to new training requirements under newly enacted AB 703 and Welfare & Institutions Code § 634.3. This program reviews the recent developments in juvenile law and procedures, including the new training requirements.

CLE: 1.5 Hours; Legal Specialization: Criminal Law

Program 2

Trends and Developments in Grandparent Visitation and Custody Disputes

Family Law Section

This program will focus on grandparent claims for custodial, visitation and guardianship rights related to minor children in existing domestic matters, and the method for bringing claims where no present suit exists. Panelists will provide an overview of past applicable statutory/case authority, recent legislation/case law developments, available avenues to grandparents with claims, and remedies/defenses available to parents.

CLE: 1.5 Hours; Legal Specialization: Family Law

Program 3

Recent Trends and Developments in Foreign Corrupt Practices Act (FCPA) Enforcement

International Law Section

This program will cover recent trends, developments, and challenges in FCPA enforcement from the perspective of civil and criminal prosecutors and the defense bar. Learn about cases brought by the SEC and the DOJ against U.S. issuers, the investigation and prosecution of individuals, penalties under the FCPA, multilateral cooperation, and FCPA business ethics requirements.

CLE: 1.5 Hours of Which .5 Hour Applies to Legal Ethics

Program 4

Getting to Yes: Advanced Tips on Effective Settling/Mediating Your Labor& Employment Cases

Labor & Employment Law Section

This program will cover strategies for a successful mediation in labor and employment law matters. Learn about timing, choosing the right mediator and understanding the chosen mediator’s negotiating style. Take away tips on how to prepare for a mediation and how to close the deal at mediation, and understand the importance of staying well-versed in the facts and law of the case.

CLE: 1.5 Hours

Program 5

Emotional Intelligence: A Critical Factor in Your Practice to Prevent Alcohol and Drug Abuse

Law Practice Management & Technology Section

Alcohol and drug abuse continues to be a problem among lawyers. This program will reveal the various indicators of substance abuse, what it is, and how it affects your law practice. Learn how emotional intelligence factors are closely linked to substance abuse and a lawyer’s competency with clients, opposing counsel and the courts, and how increased emotional intelligence is scientifically proven to reduce risk factors.

CLE: 1.5 Hours of Competence Issues

Program 6

Really Interesting Legal Ethics Stuff

Lawyering Skills Program with the California Certified Legal Secretaries Association

This program will offer a fast-paced review of the most significant ethics, legal malpractice and breach of fiduciary duties cases in recent years. Speakers will identify recurring trends, and provide concrete solutions and practice tips on how to avoid ethical dilemmas and liability risks.

CLE: 1.5 Hours of Legal Ethics

Program 7

Understanding Attorney Client Trust Accounts

Legal Services Trust Fund Program

This program covers 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: 1.5 Hours of Legal Ethics

Program 8

Avoiding Costly Mistakes in Public Agency Hiring and Drug Testing

Public Law Section

Public agency hiring is subject to particularized requirements to ensure fairness. This program will cover the best practices in hiring including “Ban the Box” and application related requirements, conducting background checks in compliance with state and federal law and drug testing of public employees.

CLE: 1.5 Hours

Program 9

Taking the Fear and Loathing Out of Limited Scope Court Appearances

Standing Committee on the Delivery of Legal Services with the Access to Justice Commission

This program will cover the ethics and practicalities of making limited court appearances. Presenters Judge Mark A. Juhas and M. Sue Talia will cover how to set and protect the scope of representation, manage client expectations, make the appearance, and get out safely and cleanly.

CLE: 1.5 Hours of Which 1 Hour Applies to Legal Ethics

Program 10

No Strings Attached: The Basics of Tax Gifting

Taxation Section

This program will cover various techniques to make direct and indirect gifts and which to use to maximize the income, gift and estate tax benefits of the gift as well as address the use of life insurance as part of a gifting strategy.

CLE: 1.5 Hours; Legal Specialization: Taxation Law

Program 11

Thursday, September 29 | 4 p.m. - 5:30 p.m.


The Formation, Scope and Termination of the Attorney-Client Relationship

Committee on Professional Liability Insurance

This program will address how the attorney-client relationship is formed under California law, the implications of that relationship for the responsible lawyer, the respective obligations of attorney and client and best practices for terminating the attorney-client relationship after the completion of legal services.

CLE: 1.5 Hours of Legal Ethics

Program 12

Recovering Children Brought to the USA: Hague Convention vs. the UCCJEA

Family Law Section

This program will cover the use of the Hague Convention or the UCCJEA. Speakers will also cover Article 13B exception cases and the push in Congress to legislate the Convention out of existence by a federal law providing that domestic violence equals an automatic 13B defense for the supposed victim.

CLE: 1.5 Hours; Legal Specialization: Family Law

Program 13

Ethics: What Every IP Lawyer Must Know Before Playing in the Social Media Sandbox

Intellectual Property Section

Twitter, Facebook, LinkedIn, and Google+. These platforms are the hottest thing and create an opportunity to level the marketing playing field. The idea of socializing and advertising online is here to stay. More and more lawyers are participating in the process. Learn about ethics rules and what you can and cannot do or say online.

CLE: 1.5 Hours of Legal Ethics

Program 14

Overview of Immigration Visa Options for Investors, Innovators & Entrepreneurs

International Law Section

In the United States Foreign Direct Investment (FDI) was more than $3.21 trillion in the first three quarters of 2015. This program is designed for corporate, tax and business attorneys who advise individuals and corporations seeking to invest or open branch offices in the U.S. Learn about the visa options for those seeking to enter or reside in the U.S.

CLE: 1.5 Hours; Legal Specialization: Immigration and Nationality Law

Program 15

Across the Divide: Building Cultural Competency and Combatting Bias

Labor & Employment Law Section

Cultural competency is an emerging field which promotes behaviors, attitudes and practices that enable professionals to work effectively in crosscultural situations. This program will provide insight and guidance into enhancing cultural competency and eliminating bias in our profession, in employment law, investigations and society.

CLE: 1.5 Hours of Elimination of Bias

Program 16

Navigating Maritime Personal Injury and Death Cases

Lawyering Skills Program with Admiralty and Maritime Lawyers

Which law applies when someone is injured or killed on or near a ship? For employees, is it the Jones Act, the Longshore and Harborworkers Compensation Act, or state workers compensation statutes? This program will broadly cover how to handle and differentiate between maritime personal injury and death claims.

CLE: 1.5 Hours

Program 17

Effectively Navigating Adjudicative Hearings Under California’s Administrative Procedure Act

Public Law Section

Understanding procedural nuances and providing effective administrative advocacy can mean the difference in prevailing in administrative law cases. This program will provide insight on critical procedural and practice tips to avoid common and costly mistakes during the adjudicative hearing process.

CLE: 1.5 Hours

Program 18

Federal and State Regulation of Sex and Labor Trafficking

Public Law Section with the International Law Section

The program will cover the federal and state laws affecting sex and labor trafficking, as well as their enforcement. Learn about the magnitude of sex and labor trafficking from renowned University of California Professor Michele Goodwin. The speaker also will discuss proposed reforms which could reduce its occurrence.

CLE: 1.5 Hours

Program 19

New Markets Tax Credits: An Existing Viable Tool for Economic Development

Real Property Law Section

The New Markets Tax Credit (NMTC) Program is a federal program that has successfully helped to finance commercial projects, community facilities and infrastructure projects in low income areas. Real estate attorneys play a crucial role in structuring NMTC transactions. This program will discuss the legal issues involved, and how to avoid pitfalls that could arise during the closing process.

CLE: 1.5 Hours

Program 20

Everything You NEVER Wanted to Know About Employee Benefit Plans

Taxation Section

This program is designed for tax, corporate, labor, and other attorneys who have no desire to “get down in the weeds” in employee benefits, but who do need to be able to issue spot at a high level. Panelists will offer a fun & entertaining review of the most commonly governing employee benefit plans, including ethical traps for the unwary in this arena.

CLE: 1.5 Hours of Which .5 Hour Applies to Legal Ethics; Legal Specialization: Taxation Law

Program 21