13th Annual CA Superior Court Boot Camp: The Nuts and Bolts (2018)

Audio program! (check our CLE Programs page for live versions)

Pincus Professional Education has been putting on its annual California Superior Court Boot Camps for thirteen years for a reason – they are just that good. In fact, they are just that great.

Year after year attendees rave about the program.

Year after year we tweak the agenda based on input to make it even better.

Year after year we invite some of the same speakers back because their ratings are so good and attendees learn so much from them.

This dynamic and information packed seminar will teach you all about practicing in California State Court. It will also teach you what need to know to be a successful litigator in any court. Make sure you look at the “Testimonials” Tab (see tabs above) to read about what attendees have said in the past.

The seminar is taught by many sitting and recently retired judges and will give you great insight from the bench – you can’t get that perspective anywhere else.

We also have plaintiff and defense attorneys from large and small firms and solos, to make sure you get a variety of perspectives on each topic.

This really is a course you cannot miss if you are new to litigation or want a refresher.

In the morning, your faculty will provide advice and tips regarding your complaints and answers, suggest strategies to create your case themes, and will walk you through the timelines, rules and suggestions related to discovery and e-discovery. They will then move on to deposition techniques – rules, timelines and advice. Who should you depose? How do you prepare? What does the state require in terms of notice and deadlines?

The morning is capped off with a discussion about motions – to dismiss, for summary judgment, ex parte applications, continuances, reconsideration and others. You’ll learn about when to do them, how to do them and when not to do them. You’ll also get tips on how to write them, and tips from judges regarding what they find persuasive in briefs and what just doesn’t cut it.

In the afternoon, you’ll hear a few tips about how to give a great oral argument, then you’ll learn about all of the components of your trial, from the Final Status Conference, to your trial outline and Motions in Limine. Your faculty will provide you with advice and insight to help you deal with your juries: voir dire, jury selection, instructions and verdict form pitfalls. And then you’ll hear about your trial – getting evidence admitted, the direct and cross examinations and objections.

The day will end, of course, with a very quick mention of Post-Trial Motions and Judgments.

This seminar is a great program for beginning to intermediate attorneys or attorneys wanting to get the court’s perspective on effective litigation techniques.  If you are looking for a more advanced course on specific topics, like depositions or jury selection, do a quick search in the right bar for those courses as this is not an advanced course.

The entire seminar is designed to teach you not only what you must do, but also how to do it. The faculty also helps you understand common or easily made mistakes and how to avoid them.

This program covers a lot of ground in a short amount of time, so come prepared to learn and to take a lot of notes!

And the seminar handbook is usually 200 – 300 pages, chock full of outlines and samples for your reference. You also receive a downloadable link with outlines and samples provided during past Superior Court Boot Camps for the past few years.

This program is an invaluable resource that will help guide you through your cases and ensure your success.

Who should purchase the Audio Package?

Newer attorneys and those new to litigation. Just graduated law school? – can’t miss it. You don’t get these skills and this practical advice in law school.

Has it been a bit since you’ve been in the courtroom or written a motion? This one’s for you as well.

On our testimonials page (see the link above) you will see a ton of comments about how great this program is. But if you don’t have the time, here’s what just a few attendees have said in the past:

“My personal objectives were completely satisfied – I left feeling like I had several new ideas and tools I could apply to my work immediately.” Sally Mielke, Esq.

”Very validating and also good food for thought. This was very thorough training” Heidi Lehrman, Senior Counsel, CA Department of Managed Health Care

“Excellent overview of civil litigation from filing of complaint through post-judgment appeal. The speakers were engaging, informative, and even entertaining!” – Brendan Malone, Esq.

“This program gave a great overview of the different stages of litigation in a short amount of time.” – Heidi Kim, Esq.

“Very helpful to see the forest from the trees. As a new litigator, it’s easy to get lost in and lose sight of the big picture. Subject matter seemed right on point for helping me in day-to-day practice…Speakers gave lots of practical examples, thorough explanations, and tips.” – Lauren Cox

 

The audio packages, including seminar materials, will be available within two-three weeks after each live program date. CD and Download formats are available.

Want to attend it live fall of 2018? Go back to our Live CLE page and click on the program to register.

Can’t wait? You can purchase our 12th Annual Superior Court Boot Camp – held in 2017 – here.

 

Do you want to improve your public speaking skills? Get Faith Pincus’ newly published book Being Heard: Presentation Skills for Attorneys, from the ABA now (ABA members receive 10% off). It is also available on Amazon.

What You Will Learn

Intro to course

Tips for Submitting Complaints, Answers, Demurrers and Motions to Strike

Discovery 

  • Types
  • Motions that occur during Discovery
  • Overlooked Deadlines
  • Procedural Issues that are often missed/common mistakes
  • Strategies for trial v. settlement
  • Superior Court v. Federal Court

E-Discovery

  • Latest state rules, changes in rules
  • Strategies
  • Cost Saving Measures
  • Mistakes not to make
  • Important state cases
  • Motions to Compel

Depositions

  • Rules, Strategies and Timelines for state court
  • State v. Federal rule differences and strategy differences
  • Deciding whom to depose
  • Taking good depositions – Mistakes not to make
  • Making effective use of depositions at trial in state court
  • General deposition tips (not specific to state court)

Motions for Summary Judgment and Summary Adjudication

  • Timelines
  • Drafting the motion, response and reply
  • Organization and effectiveness
  • What is effective and what is not
  • What judges look for
  • Common mistakes not to make

Other Motions

  • Ex parte applications
  • Continuances
  • Reconsideration
  • Sanctions

Other Motions (con’t)

  • Motions in Limine
  • Substitution of Judges
  • Motions to exclude witnesses from the courtroom
  • 998 offers

Oral Argument

Heading to Trial

  • Final Status Conference
  • Trial Outline

Your Pre-Trial Tasks, Selecting and Dealing with Your Jury

  • Jury Selection in State Court – Procedure, Strategies and Questionnaires
  • Jury Instructions, Jury Verdict Forms
  • Evidence Issues
    • How to get it admitted/submitting exhibits at trial
    • Differences between state and federal rules and procedures
    • Strategic uses
    • Types
    • Effectiveness
    • Objections during trial

Your Trial

  • Opening Statements
  • Direct and Cross-Examinations of Lay Witnesses
  • Direct and Cross-Examination of Expert witnesses
  • Closing Arguments

Post-Trial Motions and Judgments

  • Post-Trial Motions
    • JNOV
    • Motion for a New Trial
    • Attorneys’ fees
    • Determining the Prevailing Party under CCP Sec. 998, 1032 and 1033
    • Filing the notice of appeal
  • Judgments
    • Financial awards
    • Injunctive relief
    • Requirements for entry in jury trials per CCP Sec. 664
    • How to enforce

Testimonials

The following are a few testimonials are from our previous Superior Court Boot Camp programs:

“Excellent overview of civil litigation from filing of complaint through post-judgment appeal. The speakers were engaging, informative, and even entertaining!” – Brendan Malone, Esq.

“This program gave a great overview of the different stages of litigation in a short amount of time.” – Heidi Kim, Esq.

“Amazing course!” – Nicholas Lansdown, Esq.

“Great sharing of invaluable experiences.” – John Quiring, Esq.

“I was pleased to hear the practical viewpoints, both from a practitioner’s viewpoint and from the bench…A very informative program…I would recommend this program to any newbie like myself.” – Shawheen Shafizadeh, Esq.

“Program is a good bird’s-eye view of litigation.” – Silviana Dumitrescu, Esq.

“Comprehensive review…Excellent speakers…Great program. Very helpful information and format.” – Melissa Murphy, Esq.

“Very thorough!” – Jason Benkner, Esq.

“Judge Raphael had great insights and advice; learned something new – ‘informal discovery request’ and requesting continuance prior to summary judgment.” – Jamie Lee, Esq.

“Very informative to bridge the gap for new attorneys. This was exactly what I needed to get an overview of litigation.” – Donald Le, Esq.

“I enjoyed all the speakers…the afternoon session was my favorite.” – Dana Udi, Esq.

“Judges Cho and Hopp were my favorites. I enjoyed listening to this discussion.” – Ricardo Merluza, Esq.

“Great program. I truly appreciated the practical points offered by the presenters. I enjoyed the program very much and will recommend it to fellow attorneys. The thing that I liked the most is that the presenters did not re-read the handouts, but rather provided precious, practical-experience advice and tips.” – Boryana Arsova, Esq.

“A great, comprehensive overview of motion and trial practice…Great insight from the judge.” – Anna Mezhebovskaya, Esq.

“Very well organized. Appreciated that it was not mired in technical statute recitation and was instead a more broad overview…overall, excellent program for inexperienced attorneys like myself.” – Kevin Miller, Esq.

“Very helpful to see the forest from the trees. As a new litigator, it’s easy to get lost in and lose sight of the big picture. Subject matter seemed right on point for helping me in day-to-day practice…Speakers gave lots of practical examples, thorough explanations, and tips.” – Lauren Cox

“Informative and good written materials…Great work, everyone!” – Eli Flushman, Esq.

“The interactive comments in the afternoon were very good…Thanks for the program. For 7.5 hours, it was very good.” – Robert Goldman, Esq.

“Thanks! Great program. I enjoyed it.” – Sarah Castelhano, Esq.

“The course helped to reinforce what I learned at my prior firm.” – Cleve Collado, Esq.

“Well done, organized, great personal stories in court, and great advice.” Jonathan Kantor, Esq.

“Good program overall. Would do another Pincus program again.” – Michael Edward Olsen

“Learned a lot. Many different topics were covered. Good reference material for future use.” – Natalya Samsonova, Esq.

“Very validating and also good food for thought. This was very thorough training.” – Heidi Lehrman, Senior Councel, CA Department of Managed Health Care

“Very practical and specific.” – Kathleen Bricken, Esq.

“Very satisfied. Took away a lot of excellent recommendations that I will apply in my practice.” – Raychele Sterling, Esq.

“Information and materials were very detailed and easy to follow. Perfect for new attorneys without experience and experienced needing refresher.” – Sanaz Bereliani, Esq.

“Although, I’ve practiced nearly 30 years in other states, this course was very helpful given my recent licensure in CA. I highly recommend it for the transferring lawyer.” – James A. Morris, Jr., Esq.

“I wanted an overview from beginning to end and that’s exactly what we got.” – Griselda Rodriguez, Esq.

“Well done. Well planned. Great topics.” – Mike Voigt, Esq.

“Overall, great experience. This was my first superior court bootcamp, so all information was relevant and interesting. “All speakers had strong knowledge of the material they were presenting.” – Carlos Portillo, Esq.

“This was a great overview of the litigation process.” – Joshua R. Driskell, Esq.

“Judge Cho was a really powerful speaker, delivery of material was excellent.”

“It was a great program. I really learned a lot.” – Teressa Libutti, Esq.

“Overview of civil procedure in all presentations was informative.” – Afret Canchan, Esq.

“It was very good.” – Chris Moody, Esq.

“This was a very nice overview of trial prep that boosted my confidence as I prep for my trial.” – Nicholas Colla, Esq.

“Very satisfied. Took away a lot of excellent recommendations that I will apply in my practice.” – Raychele Sterling, Esq.

“Information and materials were very detailed and easy to follow. Perfect for new attorneys without experience and experienced needing refresher.” – Sanaz Bereliani, Esq.

“Although, I’ve practiced nearly 30 years in other states, this course was very helpful given my recent licensure in CA. I highly recommend it for the transferring lawyer.” – James A. Morris, Jr., Esq.

“I wanted an overview from beginning to end and that’s exactly what we got.” – Griselda Rodriguez, Esq.

“Well done. Well planned. Great topics.” – Mike Voigt, Esq.

“I really appreciated the panelists, who were great presenters, and the diversity of perspectives (i.e., judicial, litigator, etc.). Overall, excellent presentation. Very knowledgeable panel. Great feedback, practice tips, etc. Also, the panelists interacted really well with each other and created a lively, interesting discussion. I will absolutely recommend this course. I really appreciated the panel members noting books, supplements, and practice guides. That’s gold for new attorneys who may not know what practice guides are out there, or which are the best.”

“All speakers had strong knowledge of the material they were presenting.” – Carlos Portillo, Esq.

“This was a great overview of the litigation process.” – Joshua R. Driskell, Esq.

“It was a great program. I really learned a lot.” – Teressa Libutti, Esq.

“Overview of civil procedure in all presentations was informative.” – Afret Canchan, Esq.

“It was very good.” – Chris Moody, Esq.

“The overall overview of the process was exactly what I was looking for.”

“Overall an excellent presentation. Informative and organized with compelling panel of speakers.”

“Great overview.” – Timothy Laquer, Esq

“I learned a great deal about Superior Court practice.” – Victor Leving, Esq.

“Enjoyed speakers, very informative.”

“The advice was practical, perfect for new attorneys.”

“Everything I can think of is covered.”

”Pincus has the best programs – great topics and dynamic speakers.”

“The panels both did a good job of progressing through the content with thoughtful, relevant insight.” – Adam Stone, Esq.

“This was a very nice overview of trial prep that boosted my confidence as I prep for my trial.” – Nicholas Colla, Esq.

“Very validating and also good food for thought. This was very thorough training.” – Heidi Lehrman, Senior Councel, CA Department of Managed Health Care

“The panelist covered everything! They were quite thorough and respectful of the time constraints.”

“My personal objectives were completely satisfied – I left feeling like I had several new ideas and tools I could apply to my work immediately.” – Sally Mielke, Esq.

“Interesting panel and topics.” – Shelley Crawford, Esq.

“Thank you for the resources via email – They are the practical information that I was looking for.” – Carol Wyzinski, Esq.

“Interesting and helpful insights.” – John Jackman, Esq.

“Very informative!” – Lindsay R. Wood, Esq.

“This class was very helpful and informative.” – Portasha Moore, Esq.

“Covered a wide range of topics…great materials.” – Nicole Fassonaki, Esq.

“Very helpful refresher course for someone getting back into the courtroom.”

“This was the only valuable MCLE I have attended in years.”

“Great intro to state court practice. I was looking for broad coverage and issues to look out for, and this course delivered.”

“All the things law school should have taught you, but didn’t.”

“Even after practicing for several years, it was good to have a discussion regarding the nuts and bolts.”

“I found the speakers to be knowledgeable and effective at teaching and breaking down how to approach pre-trial and trial.”

“I learned new things, such as motion for recovery costs to prove bad faith defense.”

“I liked the content and it was a well-organized refresher for me. It was  well done.”

“Speakers shared clear, succinct and useful war stories.”

“Speakers did a great job explaining how to put together and deal with a Motion for Summary Judgment.”

“Fabulous!” – Sharvonne R. Sulzle, Esq.

“Great speakers!” – Adam Wentland, Esq.

“I enjoyed the program.” – Indoo Desai, Esq.

“This program provided a very helpful overview of the anatomy of a case through trial.”

“Checklists and outlines were very helpful.” – Natilee Riebman, Esq.

”Fantastic program. I’m in my 3rd year of practice and it was the perfect timing for this program.” – Alison Karp, Esq.

”The speakers were all clear and concise regarding topics. The program was very informative and found it helpful that each step to the process was broken down and straight forward.”

“Great explanation of the law and examples by practitioners clearly versed on the topics presented really helped me understand the applicability of the subject matter.” – Rahman Gerren, Esq.

”Great course! Very informative and basic enough for beginners. All well prepared and great presence.” – Christina H. Johansen, Esq.

”Good presentation – I like the panel format.” – Barry E. Weber, Esq.

”Enjoyed overall presentation and topics.” – Greg Kreausian, Esq.

”Great overview. This is a great opportunity to brush up my knowledge.” – Michael Waddington, Esq.

“Real life situations combined with humor – thanks! Thanks also for reminders of pertinent code sections and insight into judge’s preferences.”

“The seminar gave me good insight as to what the court looks for in reading papers. My objective was to improve motion writing and the comments of the presenters were very helpful.”

“Well done and great panel.”

“Always helpful to get judges’ insight…The judges gave very helpful tips.”

“Overall, great experience. This was my first superior court bootcamp, so all information was relevant and interesting.”

“Invaluable insight from judges.”

“Very informative.”

“My objectives were met. Good program!”

“Satisfied. Very informative.”

“Overall, a great panel.”

“Really appreciated the judges’ insights.”

“Very helpful and informative. Thank you.”

“Overall, great CLE.”

Faculty

Los Angeles Faculty:

Hon. Lawrence Cho
Superior Court Judge
Los Angeles Superior Court

The Honorable Lawrence H. Cho is the son of Chinese immigrants and was born and raised in the New York/New Jersey area.  After graduating Rutgers College in 1984 with a major in Economics, he attended Rutgers Law School-Newark and obtained his J.D. in 1987.  Following graduation, he came to Los Angeles to serve as a law clerk on the U.S. District Court to the Honorable Manuel L. Real of the Central District of California.  Following his clerkship, Judge Cho returned to New York to join the Wall Street firm of Cravath, Swaine & Moore as a litigation associate.

Judge Cho returned to Los Angeles in 1990 to join the United States Attorney’s Office as a federal prosecutor.  Over the next 15 years, Judge Cho was appointed to many important roles including training new federal prosecutors as the Chief of the General Crimes unit, Chief of the Organized Crime Strike Force, and following September 11, 2001, led the then newly formed Terrorism and Organized Crime Section.  From 2003 to 2005, Judge Cho was appointed to serve in Washington D.C. as the Deputy Chief of the Counterterrorism Section at the U.S. Department of Justice.

Judge Cho was appointed to the Los Angeles County Superior Court in June 2005 by Governor Arnold Schwarzenegger.  Since that time, he has enjoyed criminal and civil assignments and is currently assigned to civil jury trials in the Santa Monica Courthouse.  Extensive teaching experience includes serving as an adjunct professor to Loyola Law School teaching trial advocacy, guest lecturing at the FBI Academy in Quantico, Virginia, and teaching fellow judges and bench officers statewide for the Center for Judicial Education and Research of the Judicial Council of California.  


Hon. Harold W. Hopp

Superior Court Judge

The Honorable Harold W. Hopp is a presiding judge at the Riverside County Superior Court in Riverside, CA. Judge Hopp was first appointed to the bench in 2005.  Prior to that he was a litigator focusing on business litigation and employment law.

Judge Hopp is also a member of the Judicial Council of California and has served on several judicial committees in California.


Hon. Bobbi Tillmon
Los Angeles Superior Court Judge
Superior Court of Los Angeles

Judge Tillmon has participated as a panelist and lecturer in numerous continuing legal and judicial education programs. She has participated on many state and national task forces, committees and community education programs. She is active in several professional associations including California Judges Association and is a life member in the National Bar Association, California Association of Black Lawyers (Co-Chair of the Judicial Section), John M. Langston Bar Association and Black Women Lawyers of Los Angeles, Inc. Judge Tillmon has served on the Los Angeles County Superior Court Executive Committee and currently serves on the Los Angeles Superior Court Diversity Committee and is Vice-Chair of the Access and Fairness Committee.

Her civic contributions have been recognized by the Sojourn Center for Battered Women and Their Children and the Black Women Lawyers Association of Los Angeles Foundation with their Community Service Awards. From the California Association of Black Lawyers she received both their Judicial Excellence Award as well as the President’s Award. She also received the Cooper-Sandoz Alumni of the Year Award from the Association of Black Law Alumni of the University of Southern California, the Alumnus of the Year Award from the Black Law Students Association of the University of Southern California and a President’s Award from the National Bar Association. Judge Tillmon has served as a judge for the award winning Loyola Law School Young Scholars program for high school students.

Judge Tillmon is currently assigned to the Santa Monica Courthouse in the West District of the Los Angeles County Superior Court hearing civil trials.


Damian D. Capozzola, Esq.
Founder
The Law Offices of Damian D. Capozzola

Damian D. Capozzola is a sole practitioner in his nineteenth year of litigation practice. Damian has handled significant litigation matters across a broad spectrum of industries and has represented some of the world’s largest defense contractors, food manufacturers and wholesalers, and telecommunications companies.

Damian has successfully first-chaired nine jury trials, three bench trials, and two arbitrations, and has contributed to successful trial results and settlements in a number of other matters while practicing at three leading national law firms and then since 2013 as founder of his own firm.  He has extensive experience in taking and defending depositions, and he has written and lectured on litigation strategies — including the effective use of technology in the courtroom — and working with experts.  Since 2006 he has been the co-author of the Thomson Reuters/West Trial Practice Series treatise Expert Witnesses in Civil Trials: Effective Preparation and Presentation.

Damian also has experience with a range of employment, personal injury, and environmental issues, from mass tort litigation to multi-party groundwater contamination mediations to advising clients on discrete issues.  Finally, through the years, he has devoted a significant amount of pro bono time prosecuting misdemeanor crimes for two local municipalities. Most recently, Damian secured guilty verdicts on both counts in a two-day bench trial in which the defendant was represented by an attorney with an established track record of filing civil rights lawsuits alleging officer misconduct.

In 2011 Damian was appointed by Governor Schwarzenegger (and was subsequently reappointed by Governor Brown) to the California Law Revision Commission, which he chaired in 2014.  He is also a Past-President of the Los Angeles Italian-American Lawyers. 


Diana Iketani Iorlano, Esq.
Counsel
Manatt, Phelps & Phillips, LLP

Diana Iorlano’s practice focuses on complex commercial litigation, regulatory and compliance issues, and administrative proceedings. She has litigated and negotiated matters for clients in technology, entertainment, media, financial services, real estate, insurance, retail, healthcare and other industries. Diana’s practice includes privacy and data security, entertainment litigation, trademark and copyright, unfair competition, and government and regulatory actions. She is actively involved in all phases of litigation, from pre-litigation counseling through trial and appeal, in state and federal court. She also served as Manatt’s Chief Recruiting Officer (CRO) for two years and managed recruitment of the firm’s professional talent at all levels, including equity and income partners, associates, summer associates, managing directors, advisors, analysts, and consultants. 

Diana previously served as a volunteer temporary judge for the Los Angeles Superior Court from 2004 to 2010.


Germain D. Labat, Esq.
Shareholder
Vedder Price

Germain D. Labat is a Shareholder at Vedder Price and head of the Litigation group in the firm’s Los Angeles office.

Mr. Labat is an experienced trial lawyer who advises and represents companies and their executives in complex civil litigation in state and federal courts, as well as in arbitration and other ADR forums. His litigation practice focuses on all manner of complex business disputes, including commercial litigation, securities litigation, corporate governance and control disputes, commercial real estate litigation, and class action defense. His wide-ranging list of clients includes both public and privately held companies in the financial services, real estate, health care, energy, retail and technology sectors.

Mr. Labat is a forceful advocate in the courtroom, having tried numerous jury and bench trials of complex and lengthy matters, including one of the longest bench trials in California history that spanned nearly 300 trial days. While Mr. Labat typically serves as defense counsel, he also has experience representing plaintiffs, having successfully obtained multimillion-dollar verdicts for his clients.

Mr. Labat is also experienced in conducting internal investigations, acting as counsel to Special Litigation Committees in response to both external and internal allegations of impropriety, and counseling clients and their boards of directors on pre-litigation strategy and planning.

Prior to joining the Firm, Mr. Labat was a partner with a leading international law firm. Before that he spent his early years of practice representing Silicon Valley start-ups and publicly traded tech companies in the Securities Litigation Group at another Am Law 100 firm.

He is fluent in Spanish.


Virginia Milstead, Esq.
Counsel, Litigation
Skadden, Arps, Slate, Meagher & Flom LLP

Virginia F. Milstead has a broad commercial litigation practice, representing clients in both federal and state courts, with a particular emphasis on securities and takeover litigation, director misconduct and related claims. She has represented clients in matters involving federal securities laws, duties of corporate directors, civil RICO, unfair business practices, and various other contract and tort claims.

Ms. Milstead has been a speaker at various conferences and bar groups. In addition to speaking at events hosted by the Antitrust and Unfair Business Practices and Business and Corporations Law sections of the Los Angeles County Bar Association, she has participated in seminars related to practice in federal court, including serving as a panelist at the Third Annual William French Lecture at Pepperdine University School of Law, featuring retired Supreme Court Justice Sandra Day O’Connor; and on three occasions she has been a panelist at the Byrne Judicial Clerkship Institute.  Ms. Milstead also has organized and conducted new lawyer training related to class actions.

Ms. Milstead is a graduate of Pepperdine University School of Law (J.D., 2004, summa cum laude), and was Literary and Citation Editor of the Pepperdine Law Review.


Valerie Roddy, Esq.
Partner
Quinn Emanuel Urquhart & Sullivan, LLP

Valerie Roddy’s practice focuses on complex commercial litigation including patent litigation in federal courts and before the International Trade Commission, securities litigation, and consumer class action litigation. Valerie was named a Southern California “Rising Star” in 2013 and 2014 and a Southern California “Super Lawyer” in 2017 by Super Lawyers Magazine.


Scot D. Wilson, Esq.
Partner
Robinson Calcagnie, Inc.

Scot Wilson is a partner at Robinson Calcagnie‚ Inc.‚ where he handles a broad range of serious personal injury‚ products liability‚ mass tort and class action litigation.

After receiving his undergraduate degree from the University of California‚ San Diego‚ Mr. Wilson graduated cum laude from Pepperdine University School of Law. While at Pepperdine‚ he served as Note & Comment Editor for the Pepperdine Law Review. In addition‚ he received the first-place award in the Dalsimer Moot Court Competition and was a finalist in the Armand Arabian Trial Advocacy Tournament. Mr. Wilson was also a two-time winner of the Best-Brief Award in the Dalsimer Moot Court Competition.

Prior to joining the firm‚ Mr. Wilson served as a judicial extern to Judge William J. Rea in the United States District Court for the Central District of California‚ gained trial experience as a pro bono Deputy District Attorney with the Orange County District Attorney’s Office Trial Attorney Partnership Program‚ and worked on a variety of litigation matters with two Orange County firms: a large international firm, and subsequently, a prominent regional firm specializing in complex business litigation and class actions.

Mr. Wilson is admitted to practice in California and numerous federal courts throughout the nation‚ including the United States District Courts for the Central District of California‚ Southern District of California‚ Northern District of California‚ Northern District of Illinois‚ Eastern District of Pennsylvania‚ and United States Court of Appeals for the Ninth Circuit. He also is a member of the Orange County Bar Association and Association of Business Trial Lawyers. For the past four consecutive years‚ he has been recognized as a “Rising Star” by Los Angeles magazine as one of the top litigation attorneys in Southern California.



San Francisco Faculty:

Hon. Richard Ulmer
Judge
Superior Court of California, San Francisco

Judge Richard Ulmer has been on the Superior Court bench in San Francisco since 2009.

Just months into his judicial tenure, Judge Ulmer was elected by his fellow judges to the Executive Committee, a small group of judges that sets policy for the Court. He is humbled that 50 of his colleagues have given him their endorsement for his June election for Superior Court.

Prior to joining the bench, Judge Ulmer compiled a sterling record in 23 years as a trial and appellate lawyer at two of San Francisco’s pre-eminent law firms — McCutchen, Doyle, Brown & Enersen and Latham & Watkins. His legal skills annually won him recognition from his peers as a "Northern California Super Lawyer," as well as other awards.

Judge Ulmer graduated from Stanford Law School with honors in 1986, and won his first trial while still an associate at McCutchen. In 1995, he joined Latham & Watkins where he worked closely for former U.S. District Judge Barbara Caulfield and handled complex cases for some of the world’s most innovative high-tech and biotech companies including Adobe, Affymetrix, Apple, Genentech, Lexmark, National Semiconductor, Raychem and Roche.

Judge Ulmer also briefed and argued more than a dozen appeals to the courts. He has the rare distinction of having two appellate decisions (both wins) published on the same day. One of these, Schectman v. Pillsbury, is frequently cited in California cases involving stolen documents.

His 23-year practice spanned intellectual property, antitrust and unfair competition, appeals and writs, automotive distribution, contracts, employment law, fraud, licensing, international arbitration, prison reform and professional malpractice. The unusually large breadth of experience has served Judge Ulmer well in his time on the bench.

                                            


Hon. James P. Kleinberg (Ret.)
Retired California Superior Court Judge, Santa Clara County
Neutral, JAMS

Judge Jim Kleinberg brings a diverse background to his role as arbitrator and mediator: Federal prosecutor, thirty-four years of business litigation experience throughout the United States and abroad, twelve years as a Superior Court Trial Judge, including three years managing and trying cases in the complex civil calendar, and over four years as a neutral at JAMS. At JAMS, in addition to an active arbitration and mediation practice, he has been chosen to hear mock arguments and trials and to teach and write on litigation subjects here and abroad.

After graduating from the University of Michigan Law School in 1967 Judge Kleinberg was a Trial Attorney with the U.S. Department of Justice, Antitrust Division. In 1969 he entered commercial litigation practice with a firm in San Francisco where he became a partner. In 1983 he joined McCutchen, Doyle, Brown & Enersen (later Bingham McCutchen) as a litigation partner in San Jose, Palo Alto, and San Francisco. His national and international business litigation practice emphasized intellectual property, antitrust, securities, corporate governance, and contract issues. He was listed for over ten years in the publication “Best Lawyers in America.” He served for over ten years as an advisor to the Litigation Section of the State Bar, is a Holton Teaching Fellow at the Haas Graduate School of Business, U.C. Berkeley, and has served as a member of the American College of Business Court Judges. In 2013 he was named “Outstanding Jurist” by the Santa Clara County Bar Association, and in 2014 he was named “Trial Judge of the Year” by the Santa Clara County Trial Lawyers Association. He serves as co-ombudsperson in a program initiated by the U.S. District Court, Northern District of California. While in practice he was actively involved in programs for the Ninth Circuit and was on the Magistrate Judge Selection Panel for the District Court. He has been a frequent speaker at programs presented by PLI, the ABA, the State Bar of California, the Sedona Conference, and the San Francisco and Santa Clara Bar Associations. Judge Kleinberg currently serves as a board member for the Association of Business Trial Lawyers-Northern California, the Ingram American Inn of Court, and the Campaign for Legal Services.


Barbara R. Adams, Esq.
Member
Clark Hill LLP

Barbara R. Adams specializes in the defense of toxic tort and product liability litigation involving asbestos, lead, food toxins, underground tanks, and other chemicals in personal injury, property damage, and long-term/latent injury litigation actions. Ms. Adams has completed numerous jury trials in most of the Bay Area Superior Courts, otherwise successfully resolved complex cases, and has participated in the development of complex litigation rules for the Superior and Federal courts.

Ms. Adams also has significant experience and expertise in appellate law. She has filed and defended appeals, writs, and petitions before the California Courts of Appeal, the California Supreme Court, and the Federal Courts of Appeal. Ms. Adams handles appeals in which she has not been involved in the underlying litigation.

You can read Ms. Adams’ views on toxic tort and chemical exposure issues at her blog, Toxics Defense.

Ms. Adams received her B.A. in Political Science from California State University at Fullerton in 1977 and her J.D. from the University of Santa Clara School of Law in 1981. She is admitted to practice in California, the U.S. Ninth Circuit Court of Appeals, and the U.S. District Court for the Northern and Eastern Districts of California.


Evangeline Burbidge, Esq.
Partner
Lewis & Llewellyn LLP

Evangeline (Evan) is a leader in the legal community, a trusted counselor, and a skilled advocate. Whether litigating a case or advising a client, Evan understands the importance of the big picture. She also knows that being an effective litigator means not only fighting hard, but also being a proactive problem solver. She is a straight shooter, respected by both colleagues and opposing counsel.

Evan litigates and advises on a broad array of matters, including complex commercial cases, trade secret theft, fraud, breach of contract, and other business disputes. Since joining Lewis & Llewellyn, she has worked for Fortune 100 companies, individuals, and Silicon Valley start-ups, both litigating and conducting internal investigations. Evan has worked on both the defense and plaintiff’s side, successfully representing a billion-dollar company against allegations of wrongdoing and, more recently, securing her client a victory in connection with allegations of trade secret theft.  Outside of the business context, Evan has also represented survivors of childhood sexual abuse, helping them achieve justice through the legal system.

Evan is also active in the legal community. She serves as the co-chair of the BASF Barristers’ Litigation Section, a position she has held since 2016. She also spearheaded efforts to increase the profile of female leaders in the field and is an active mentor. Evan has been selected as a Northern California Rising Star by Super Lawyers Magazine for the past three years, an honor reserved for 2.5% of U.S. lawyers, and has been profiled by the Bar Association of San Francisco and the Justice & Diversity Center.

A Utah native, Evan loves skiing and trying to teach her children to do the same. She also enjoys learning about clean tech, supporting local theater, and demonstrating her uncanny ability to recognize C-list celebrities.

PUBLICATIONS, PRESENTATIONS, AND AFFILIATIONS

 Co-Chair, Litigation Section, Barristers’ Division of Bar Association of San Francisco (2016-present).

 Board of Directors, Community Energy Services Corporation (2017-present).

 Co-Chair, Class Fundraising for Yale University.

 Contributor, Meet the (Barristers) Parents, San Francisco Attorney Magazine (Summer 2017).

 Moderator, Advanced Deposition Tips and Tricks, Bar Association of San Francisco (December 12, 2016).

 Moderator, An Inside View with In-House Counsel, Bar Association of San Francisco (October 22, 2015).

 Author, The Federal Sentencing Guidelines: A Misplaced Trust in Mechanical Justice, University of Michigan Journal of Law Reform (Spring 2010); analyzing the role of the legislature in criminal sentencing and evaluating the flaws in the sentencing guidelines; cited by American Law Reports (58 A.L.R. Fed. 2d 1).


Katharine Chao, Esq.
Partner
Olivier Schreiber & Chao

 Katharine Chao is a founding partner of Olivier Schreiber & Chao LLP.

Kathy represents employees in individual litigation, negotiations, and class actions in both state and federal courts. Her practice focuses on discrimination, harassment, retaliation, wage-and-hour, compensation and whistleblowing matters. Kathy also represents executives and start-up employees in employment contract and equity compensation matters.

Prior to founding the firm, Kathy was the principal at Chao Legal in San Francisco and Oakland, where she practiced employment law exclusively on behalf of employees since 2012. Before starting her own firm, Kathy practiced as a defense attorney in the San Francisco offices of Paul Hastings LLP and Nossaman LLP. As a defense attorney, Kathy worked on complex commercial litigation, consumer class action defense, and civil and criminal antitrust matters.

Kathy is also an active member of the legal community. She is the Board President of Open Door Legal, a San Francisco-based legal aid non-profit organization. Open Door Legal is pioneering the country’s first system of universal access to legal representation as a method for dramatically reducing poverty. She is an active member of the California Employment Lawyers Association (CELA), where she serves on the Wage and Hour Committee. Kathy also has a significant pro bono practice, including ongoing participation as a volunteer attorney with the Federal Pro Bono Project of the United States District Court for the Northern District of California.

While in law school, Kathy was the Senior Articles Editor for the Berkeley Journal of Employment & Labor Law and externed for the Hon. Edward M. Chen of the United States District Court for the Northern District of California. After law school, Kathy clerked for the Hon. Jeffrey T. Miller of the United States District Court for the Southern District of California.

Among the honors she has received, Kathy was recently selected as a 2018 Northern California Super Lawyer in the area of plaintiff-side employment litigation, and was also named a Super Lawyers “Rising Star” in 2015 and 2016. She is a frequent speaker on employment litigation on panels and conferences throughout California.


Ryan Erickson
Partner
Lewis & Llewellyn LLP

 Ryan Erickson is a tenacious litigator who thrives in the high-pressure environment of civil litigation. As a Partner at Lewis & Llewellyn, Ryan brings years of experience representing plaintiffs and defendants in a diverse array of complex disputes. He enjoys combining strategy, grit, and efficiency to best meet his clients’ litigation objectives. After graduating with High Honors from Princeton University, Ryan received his law degree from UCLA, where he was an Editor of the Law Review and selected as a member of the Order of the Coif (top 10% of his class). Ryan began his career in the San Francisco office of Latham & Watkins LLP, one of the world’s premier law firms, where he represented several Fortune 500 companies in high-profile commercial disputes. Since joining Lewis & Llewellyn in 2013, Ryan has secured complete defense victories for multiple clients in bet-the-company cases. Crossing the aisle to the plaintiff’s side of the courtroom, Ryan has secured millions of dollars in judgments and settlements through the successful prosecution of his clients’ claims. By litigating on both sides of the bar, Ryan brings a broad perspective to his practice that enables him to efficiently and effectively address the legal needs of his clients. For four consecutive years, Ryan has been recognized as a “Rising Star” by Super Lawyers Magazine, an honor reserved for only 2.5% of U.S. attorneys. Benchmark Litigation also recently named Ryan to its “Under 40 Hot List,” which honors the achievements of the nation’s “most accomplished legal partners of the age of forty or younger.” In addition to his business litigation practice, Ryan has also earned a reputation as a premier advocate for survivors of childhood sexual abuse. Applying the aggressive and exhaustive approach taken in high-stakes commercial litigation to his nationwide sexual abuse practice, Ryan has obtained numerous multi-million dollar recoveries on behalf of his clients. Along the way, he has become a tireless advocate for the prevention of sexual abuse. Ryan also serves on the Board of Directors of CALICO, one of the largest child advocacy center in California, which serves approximately 700 abused children every year. During his free time, Ryan enjoys competing in the occasional Ironman triathlon and spending time with his family, usually outdoors in their 1991 Volkswagen Westfalia Vanagon.


Patrick J. Gregory, Esq.
Partner
Shook, Hardy & Bacon, LLP

For over 20 years, Pat’s emphasis has been on complex litigation at both the trial and appellate levels, including work on tobacco litigation, automotive cases, complicated contractual disputes, business tort claims, environmental litigation, and antitrust matters. Pat’s innovative legal analysis, writing and advocacy have frequently led to the dismissal of “bet the company” cases long before they reach trial. Pat has also contributed to the successful defense of these cases at trial by creating compelling case-specific motions in limine, developing creative case strategy and themes, arguing for appropriate jury instructions, and advocating for directed verdict and additional limits on the scope of plaintiff’s evidence, claims, damages, and arguments to the jury. He has contributed to several jury research exercises and legal strategy projects performed on behalf of firm clients. In addition, Pat has advised clients on eDiscovery and domestic and foreign data protection issues.

Pat is an active member of SHB’s Professional Development Committee and has often presented at firm seminars on a variety of topics, including punitive damages, deposition strategy, legal writing, state and federal motion practice, and summary judgment oral advocacy. Pat helps organize and often presents at an annual joint CLE for the firm’s San Francisco and Orange County offices and has helped devise California-specific in house CLEs for those firm offices. Pat also participates as a judge in regional and national oral advocacy competitions in the San Francisco Bay Area, and is an active participant in the Ninth Circuit Court of Appeals’ pro bono program.

Pat is a member of the firm’s Global Product Liability Group, Antitrust Practice and Appellate Practice. Pat also assists the firm’s Public Policy Group with amicus curiae briefing before the California appellate courts.


Jiyun Cameron Lee, Esq.
Partner
Folger Levin LLP

Jiyun is a commercial litigator with extensive experience in financial litigation, contract disputes, trade secret misappropriation, computer forensics, advising and defending public accommodations under the Americans with Disabilities Act, and defending employers in labor and employment disputes, including class action lawsuits alleging violations of wage-and-hour laws, ERISA, and the WARN Act. She has represented financial institutions, rental car companies, law firms, hotels, technology companies, and non-profit organizations as both defendants and plaintiffs.

Jiyun is an experienced trial lawyer who has conducted trials in both federal and state courts, as well as evidentiary hearings before courts and administrative agencies. She has extensive experience handling claims involving injunctive relief, and has successfully obtained preliminary injunctions and specific performance decrees on behalf of clients in contractual and intellectual property disputes.

Since 2011, Jiyun has served as a volunteer mediator for the United States District Court for the Northern District of California.  In 2014, Jiyun served as a Commissioner of the California State Bar’s Commission on Judicial Nominees Evaluation, and is currently a member of the Board of Directors of Star Academy, a private school in San Rafael, California, for students with learning differences.  Jiyun is an active member of the Asian American Bar Association of the Greater Bay Area and the Korean American Bar Association of Northern California.

Jiyun obtained her law degree, cum laude, from Harvard Law School in 1992, and received her B.A. in Politics and Legal Studies with Honors, Phi Beta Kappa, in 1989 from the University of California, Santa Cruz. She is a member of the California Bar.


Michelle Lee, Esq.
Senior Litigation Counsel
Rudy, Exelrod, Zieff & Lowe LLP

Ms. Lee represents employees in individual and class action litigation in a range of employment matters.  She is experienced in wage and hour, wrongful termination, discrimination, retaliation, harassment, breach of contract, and trade secrets matters. 

Before joining Rudy, Exelrod, Zieff & Lowe, Ms. Lee was an associate at a prominent national litigation firm, where she handled a wide variety of complex cases ranging from intellectual property disputes to securities lawsuits.  Ms. Lee also served as a law clerk for the Honorable William Alsup of the Northern District of California. 

Ms. Lee is a graduate, cum laude, of the University of Michigan Law School where she was an editor for the Michigan Journal of Law Reform.  Ms. Lee interned at the Office of Legal Advisor of the U.S. Department of State in Geneva, Switzerland and worked as a law clerk for the Southern Center for Human Rights in Atlanta, Georgia.  Ms. Lee received her undergraduate degree in biology from Yale University.


Andrew R. Livingston, Esq.
Partner
Orrick, Herrington & Sutcliffe LLP

Andrew Livingston, a partner in the San Francisco office, is the Deputy Practice Group Leader of Orrick’s Global Employment Law Group. Orrick’s Employment Law and Litigation group was recently named Labor & Employment Department of the Year in California by The Recorder, the premier source for legal news, in recognition of their significant wins on behalf of leading multinational companies on today’s most complex and challenging employment law matters.

Andrew is a nationally ranked employment litigator. The Daily Journal has listed him as a Top Labor & Employment Attorney for three of the past four years (2011, 2013, and 2014), and he was recently selected by clients as a BTI Client Service Allstar. In 2014, Legal 500 recognized Andrew as a "very effective courtroom advocate who connects well with jurors" and noted that he is "exceptional in his ability to organize complex factual and legal arguments into a simple and persuasive presentation."

Andrew represents clients in a wide variety of industries, but specifically focuses on financial services, retail, technology, and advertising.

He has an extensive class- and collective-action practice. He routinely defends employers in such cases in state and federal courts, particularly in cases alleging violations of the wage-and-hour laws. Andrew also defends employers in numerous other types of cases, such as those related to restrictive covenants and trade secrets, wrongful termination, discrimination, harassment and retaliation.

Andrew regularly appears in state and federal courts, both at the trial and appellate levels, and he has substantial jury trial experience. He has significant experience mediating and arbitrating employment disputes, as well as handling employment matters before administrative agencies. His counseling work includes providing employment advice to management, designing appropriate workplace policies and training managers and other employees.

Andrew is a frequent speaker at employment seminars and programs for a variety of organizations such as the California Employment Law Council, CEB, PLI, NELI, Bridgeport, and Lorman. Recent speech topics include wage-and-hour developments, arbitration, class-action litigation, Supreme Court updates, and termination of employment.

Andrew serves as a member of the Board of Governors of the Boys and Girls Clubs of San Francisco.


Meghan Loisel, Esq.

Rudy, Exelrod, Zieff & Lowe LLP

Ms. Loisel advocates on behalf of employees in individual and class action litigation in a range of employment matters. She has experience with discrimination, harassment, retaliation, failure to accommodate, and constitutional claims.

Before joining Rudy, Exelrod, Zieff & Lowe LLP, Ms. Loisel was a deputy county counsel for Santa Clara County. She defended the County and its employees in employment, civil rights, and tort cases. She also litigated complex affirmative cases on behalf of the County and the People of the State of California, and was a member of the trial team who litigated a public nuisance action against former lead paint manufacturers, People v. Atlantic Richfield Company. Ms. Loisel also litigated civil rights cases as a fellow at the American Civil Liberties Union’s Reproductive Freedom Project in New York City.

Ms. Loisel graduated from New York University School of Law where she was the symposium editor for the Review of Law and Social Change. During law school, she worked as a law clerk for the Legal Aid Society Employment Law Center and the Bronx Defenders. Ms. Loisel received her undergraduate degree in History and Government from the University of Texas at Austin.


Michael B. Sachs, Esq.
Senior Attorney
Clark Hill PLC

Michael’s practice focuses on a variety of civil litigation matters, including toxic tort and product liability, Proposition 65, lemon law and employment law. He has handled these matters in all phases of pre-litigation, litigation and appeal. Michael has tried several matters to verdict in the various Bay Area Superior Courts and the Northern District of California and has argued before the California Court of Appeal. Michael is devoted to his clients and seeks to find cost-effective ways to manage their cases while still vigorously defending their interests in and out of the courtroom. He has achieved numerous successful results for his clients through settlement negotiations, mediations, dispositive motions and trial.


Additional faculty to be announced.

Fees

Audio Recording & Materials Package – CD or Download: $425

For CDs please add $7.50 shipping and, in CA, sales tax.

(Audio packages are available approximately two to three weeks after the seminar is held.)

CLE Credit

CA General: This program is approved for 7.5 units of general CLE in California.

Upon request, Pincus Pro Ed will provide any information an attorney needs to support their application for CLE approval in other states other than what is listed above.

Terms and Policies

Downloads/CDs/DVDs – Refund policy:

Downloads are non-returnable/non-refundable once purchased and received. Tapes, CDs and DVDs are returnable for a full refund or replacement if defective, within 90 days of purchase.

$425.00 each

October 12, 2018  |  Los Angeles, CA
November 8, 2018  |  San Francisco, CA

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