Events

16th Annual Rex Sater Award Luncheon

The Rex Sater Award for Excellence in Family Law is given each year to an individual or group who has contributed to improving the practice of family law in Sonoma County. The plaque commemorating this award states: “Judge Sater’s legacy to Sonoma County is his belief that people hold the answers to their family conflict locked in their own hearts…. The ‘System’s’ primary duty should be to help those people find their own answers….”

John E. Johnson

In 1997, after a 4 year tour with the U.S. Navy JAG Corps, which was followed by 10 years of civil litigation, John turned his attention to family law.  Since then, he has become one of the best-known family lawyers in the North Bay. John is more than a zealous advocate.  He has been active in the Family Law section by chairing meetings and developing and presenting MCLE programs.  More recently, John worked with Commissioner Bayles-Fightmaster to draft a comprehensive revision of the discovery, fiduciary duty and disclosure statutes as they relate to family law matters.  That draft is presently under review by the State Bar’s Family law Executive Committee.  While John’s background and expertise is as a litigator, he embodies the spirit of Judge Rex Sater by resolving virtually all of his cases in the early stages through mediation, thereby sparing his clients  the expense and acrimony of the litigation process.

John is a members of the SCBA Board of Directors, an immediate past Chari of the Family Law Steering Committee, and has presented numerous MCLE educational programs to family law practitioners

Date: Monday, December 8, 2014

Time: 11:30 am-Check In; 12:00-1:30 pm Lunch and Presentation

Honoree: John E. Johnson; Perry, Johnson, Anderson Miller & Moskowitz

Place: Fountaingrove Inn, 101 Fountaingrove Parkway, Santa Rosa, CA 95403

Cost: $55 per person

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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Events

2015 Presiding Judge’s Luncheon

The Presiding Judge will share with members of the Bar his thoughts and expectations for the administration of justice in Sonoma County for the coming year.

Hon. Kenneth Gnoss

Hon. Nancy Case Shaffer

Hon. Jamie Thistlethwaite

Hon. Virginia Marcoida

Hon. Bradford DeMeo

Date: Tuesday January 20, 2015

Time: 11:30 am Check In; 12:00—1:30 pm Lunch & Presentation

Presenter(s):
Hon. Kenneth Gnoss, Presiding Judge, Sonoma County Superior Court
Hon. Nancy Case Shaffer, Supervising Judge, Civil, Sonoma County Superior Court
Hon. Jamie Thistlethwaite, Supervising Judge, Criminal, Sonoma County Superior Court
Hon. Virginia Marcoida, Presiding Judge, Juvenile Court, Sonoma County Superior Court
Hon. Bradford DeMeo, Supervising Judge, Sonoma County Superior Court

Place: Fountaingrove Inn , 101 Fountaingrove Parkway, Santa Rosa, CA 95403

Cost: $70 SCBA Members; $90 Non-Members

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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General Law

Nuts & Bolts of Family Law Business Valuation

3 basic valuation methods
Definition of “Goodwill”
Pereira and Van Camp
Information needed
Quality of Information
Date of valuation
Discovery
Issue spotting: other things you must know (or find out)

Cynthia V. Craig, CPA/ABV/CFF

Ms. Craig is a Certified Public Accountant (CPA) working primarily in the area of family law. Certified as a CPA in 1992, Cindy works extensively with legal professionals, business owners and individual clients on marital dissolution issues, including marital standard of living, support, property, tracing, and business valuation.

Ms. Craig is a member of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants. She has received the professional designations of ABV (Accredited in Business Valuation) and CFF (Certified in Financial Forensics) through the AICPA.

Alan J. Statz, CBA/ASA/M&AMI /MBA

Mr. Statz is president of Exit Strategies Group, Inc., a Sonoma County-based business valuation and brokerage services firm. He specializes in appraising small to mid-sized companies, fractional interests and intangible assets for gifting and estate tax, succession planning, buy-sell, management buy-outs, M&A transactions, financings, reorganizations, ESOPs, shareholder disputes and litigation support.

Mr. Statz is a Certified Business Appraiser (CBA) and Accredited Senior Appraiser (ASA). He holds the Merger & Acquisition Master Intermediary (M&AMI) designation from the M&A Source, the world’s largest association of middle market intermediaries, and he serves on the board of the California Association of Business Brokers.

Date: Thursday, February 26, 2015

Time: 3:30 pm Check-In; 4:00 – 7:15 pm Presentation

Presenter(s):
Cynthia V. Craig, CPA/ABV/CFF
Alan J. Statz, CBA/ASA/M&AMI /MBA

Place: The Glaser Center, 547 Mendocino Avenue, Santa Rosa, CA 95401

Cost: $90–SCBA Members; $100–Public

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General Law

IRA Trusts: Purposes and Drafting

Malcolm T. Manwell
Perry, Johnson, Anderson,
Miller & Moskowitz, LLP

Mr. Manwell’s practice includes complex real estate transactions, estate planning and business formation, non-profit entities, limited liability company and public agency representation. He heads the transactional and estate planning group at Perry, Johnson, Anderson, Miller & Moskowitz.

Mr. Manwell graduated from the University of Notre Dame (Cum Laude) in 1971 and the University of California, Hastings College of the Law, in 1976. He was admitted to the California Bar in December of 1976.

Mr. Manwell has practiced law in the Sonoma County region for over 38 years. Prior to joining to Perry, Johnson, Anderson, Miller & Moskowitz in 2004, he had over 25 years litigation experience, representing clients in the family law, business, real estate and estate settlement areas.

Date: Thursday, February 19, 2015

Time: Check-In: 11:45 am ; Presentation: 12:00 – 1:30 pm

Presenter(s): Malcolm T. Manwell, Perry, Johnson, Anderson, Miller & Moskowitz, LLP

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $50–SCBA Members; $60–Public

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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General Law

Family Law New Forms & New Law for 2015

Please join us for two hours of updates regarding New Law/Rules for Family Law in 2015. This is a well attended event and you won’t want to miss it!

Hon. Raima Ballinger

Hon. Louise Bayles-Fightmaster

Peggy Roth

Date: Wednesday, February 18, 2015

Time: 3:30 pm Check In; 3:45—6:00 pm Presentation

Presenter(s):
Hon. Raima Ballinger, Judge, Sonoma County Superior Court
Hon. Louise Bayles-Fightmaster, Commissioner, Sonoma County Superior Court
Peggy Roth, Department of Child Support Services, Sonoma County

Place: Fountaingrove Inn, 101 Fountaingrove Parkway, Santa Rosa, CA 95403

Cost: $55–SCBA Members; $75–Non-Members

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General Law

Anti-Money Laundering: A Behind-the-Scenes look at the Bank Secrecy Act

Discussion Topics will Include:
Regulatory requirements for a bank to report suspicious activity
What is suspicious activity?
Methods of detection of suspicious activity
Requirements to be correct and accurate
Secrecy surrounding the reporting process
Who does the report go to? Who can see it?
Possible effects of the report

Michael J. Leonard
Financial Investigation Unit
Exchange Bank

Mr. Leonard is a multi-credentialed fraud specialist with nearly 25 years of financial investigations experience. As a Vice President for Exchange Bank, Mr. Leonard has been responsible for investigating fraud, money laundering, and counter-terrorist financing schemes. In his previous position as a Sonoma County Sheriff Detective, Mr. Leonard specialized in fraud and related complex financial crimes.

Mr. Leonard serves as an expert witness in general and occupational fraud cases as well as money laundering cases, and is a popular speaker and instructor on criminal aspects of fraud and money laundering. He is a member of the Association of Certified Fraud Examiners, the California Financial Crimes Investigators Association, and the High Tech Crimes Investigation Association. He is also a member of the Association of Certified Anti-Money Laundering Specialists and the International Association Financial Crimes Investigators. Mr. Leonard holds a Masters degree and Graduate Certificate from City University and a Bachelors degree from California State University, Long Beach.

Date: Friday, February 13, 2015

Time: 11:45 am check in; 12:00 – 1:00 pm Presentation

Presenter(s): Michael J. Leonard, Financial Investigation Unit, Exchange Bank

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $50–SCBA Members; $60–Public

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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Ethics

Advanced Fee Arbitrator Training

This training session is offered to all current volunteers who arbitrate attorney-client fee disputes for the Mandatory Fee Arbitration Programs through the Sonoma County Bar Association and the State Bar of California. The course will provide a focused and more advanced training for those who serve as fee arbitrators with an emphasis on writing the award. Lay arbitrators are also encouraged to attend this valuable training session. Please take this opportunity to stay current in recent developments in the area of fee arbitration and hone your award writing skills. Your support and continuing education have been critical to the Fee Arbitration Program’s success.

Speakers will address recent developments in fee arbitration and other important topics such as:
What to Consider in Writing an Enforceable Award
Ethical Issues in Avoiding the Appearance of Bias
Considerations With and Without a Written Fee Agreement
Effect of Conflicts of Interest and Professional Negligence
Reasonable versus Unconscionable fees
Role of Mediator vs. Arbitrator
The Importance of Awarding Interest on Fee Refunds

Date: Wednesday, February 11, 2015

Time: Check-In: 3:30 pm; Presentation: 4:00 p.m. – 6:00 p.m.

Place: Sonoma County Bar Association, 37 Old Courthouse Square, Suite 100, Santa Rosa, CA 95404

Cost: No Cost to Attend

Registration in Advance is Required

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Competence Issues

Focus, Flow, or Frazzle

Addressing and dealing with the human issues (stress, anxiety, depression, substance abuse and mental acuity) that often impact upon competent practice.

Richard P. Carlton, MPH
Acting Director
Lawyer Assistance Program

Richard Carlton is the Acting Director of the Lawyer Assistance Program of the State Bar of California. Additionally, he is a consultant to the US Courts for the Ninth Circuit, the National Conference of Bankruptcy Judges, and to the Idaho Judicial Branch on matters of judicial stress and wellness.

Mr. Carlton regularly delivers continuing legal education presentations to local bar associations, specialty bars, State Bar sections, and law firms throughout California on addressing substance abuse and managing stress. His articles have appeared in Judicature, The Judges Journal of the ABA, California Bar Journal, and other legal publications. He has been addressing mental health and disability concerns in the legal profession for twenty-five years. Richard holds a Masters Degree in Public Health from UC Berkeley, where his studies focused on treatment interventions and behavioral science research.

Date: Wednesday, February 4, 2015

Time: 11:45 am Check-In; 12:00 – 1:00 pm Presentation

Presenter(s): Richard P. Carlton, MPH, Acting Director, Lawyer Assistance Program

Place: SCBA, 37 Old Courthouse Sq., Ste. 100, Santa Rosa, CA 95404

Cost: $50–SCBA Members; $60–Public

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

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General Law

Civil Pretrial Workshop

An All-Day Seminar for Civil Trial Lawyers
Part 1: Filing a Lawsuit
Part 2: Responding to a Lawsuit
Part 3: Discovery
Part 4: Depositions
Part 5: MSJ/MSA
Part 6: Experts
Part 7: Settlement Efforts

 

Date: Friday, April 17, 2015

Time: Check-In: 8:00 am ; Program: 9:00 am – 4:30 pm

Presenter(s):
Karin P. Beam, Associate, Spaulding McCullough & Tansil LLP
Hon. Nancy Case Shaffer, Supervising Judge, Civil, Sonoma County Superior Court
Hon. Elliot Lee Daum, Judge, Sonoma County Superior Court
John F. DeMeo, Partner, DeMeo, DeMeo & West
Hon. M. Lynn Duryee, Retired, Marin County Superior Court
Patrick W. Emery, Shareholder, Abbey, Weitzenberg, Warren & Emery, P.C.
Bonnie A. Freeman, Partner, Senneff, Freeman & Bluestone LLP
Kenneth D. Gack, Arbitrator, JAMS
Robert L. Jackson, Assistant City Attorney, City of Santa Rosa
Michael G. Miller, Partner, Perry, Johnson, Anderson, Miller & Moskowitz, LLP
Steven C. Mitchell, Shareholder, Geary, Shea, O’Donnell, Grattan & Mitchell, P.C.
Adrienne M. Moran, Partner, Shapiro, Galvin, Shapiro & Moran
Robert A. Murray, Director, Arbitration and Mediation Center (AMC)
Hon. Gary Nadler, Judge, Sonoma County Superior Court
Julia J. Parranto, Partner, Parranto & Applegate, LLP
Dawn M. Ross, Partner, Carle, Mackie, Power & Ross LLP
Gregory G. Spaulding, Partner, Spaulding McCullough & Tansil LLP
Tad S. Shapiro, Partner, Shapiro, Galvin, Shapiro & Moran
W. Barton Weitzenberg, Shareholder, Abbey, Weitzenberg, Warren & Emery, PC
Hon. Arthur A. Wick, Judge, Sonoma County Superior Court
Michelle V. Zyromski, Partner, Zyromski Konicek LLP

Place: The Glaser Center, 547 Mendocino Avenue, Santa Rosa, CA 95401

Cost: $295–SCBA Members; $350–Public

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Karin P. Beam

Hon. Nancy Case Shaffer

Hon. Elliot Daum

John F. DeMeo

Hon. M. Lynn Duryee


Patrick W. Emery

Bonnie A. Freeman

Kenneth D. Gack

Robert L. Jackson

Michael G. Miller

Steven C. Mitchell

Adrienne M. Moran

Robert A. Murray

Hon. Gary Nadler

Julia J. Parranto

Dawn M. Ross

Gregory G. Spaulding

Tad S. Shapiro

W. Barton Weitzenberg

Hon. Arthur Wick

Michelle V. Zyromski

Competence Issues

2015 January MCLE Blitz

CALIFORNIA MCLE REQUIREMENTS
25 hours (maximum of 12.5 hours self-study), Including the Following:
4 hours Legal Ethics
1 hour Competence Issues (Formerly Detection/Prevention of Substance Abuse/Mental Illness)
1 hour Elimination of Bias in the Legal Profession

State Bar Compliance Period H-M, Get Your MCLE Units!
Deadline to Submit Credit Details to the State Bar is February 2, 2015


All programs listed on this calendar are videos unless otherwise noted. All start times include 15 minutes for registration and check-in. All videos are shown at the SCBA Office, 37 Old Courthouse Sq., Ste. 100, Santa Rosa. While SCBA does offer a small library of videos for offsite use, the videos listed on this calendar are not available for rent until February 1, 2015. You can, however, schedule a private viewing at the SCBA Office for an additional $25 per video. Call Amy at (707) 542-1190 ext. 17 for more information or to schedule a viewing.

Click Here to Download the Registration Form for the VIDEO PROGRAMS

Click Here for More Information and to Register for RECENT DEVELOPMENTS IN LABOR & EMPLOYMENT Live Program

Click Here for More Information and to Register for the CEQA REVIEW Live Program

Click Here for More Information and to Register for the NEW LAWS AND FORMS FOR 2015 (CIVIL) Live Program

General Law

New Laws and Forms for 2015

Forms & Procedures in the Civil Department of the
Superior Court of California, County of Sonoma

Date: Friday, January 30, 2015

Time: 11:45 am check in; 12:00 – 1:30 pm Presentation

Presenter(s):
Donald G. Lewin, Court Operations Manager, Sonoma County Superior Court
Karen Wilmes, Supervisor, Civil Clerk’s Office, Sonoma County Superior Court

Place: SCBA Office, 37 Old Courthouse Sq., Ste 100, Santa Rosa, CA 95404

Cost: $60–SCBA Members; $70–Public

Student: $20 (The student discount is now available online for SCBA Student Members. Students who are not members of SCBA may utilize the student discount by downloading the registration form and submitting it with proof of current enrollment to the SCBA Offices. For more information on becoming a member of SCBA, please contact Susan Demers at (707) 542-1190 ext. 18.)

Click Here to Register
Click Here to Download the Registration Flyer