General Law

Serving on Nonprofit Boards: Good Governance & Guidelines for Attorneys

Join us for an interactive discussion of the fiduciary duties imposed on directors of nonprofit organizations, the ethical duties imposed on lawyers, the potential issues that may arise for attorneys serving on nonprofit boards and strategies for mitigating such risks.

Durand, Joy (2)
Joy Durand, Dickenson, Peatman & Fogerty

Ms. Durand joined DP&F in 2015 and is an associate in the firm’s Intellectual Property Group. She is responsible for trademark enforcement and litigation in federal court and the Trademark Trial and Appeals Board of the U.S. Patent and Trademark Office. Ms. Durand also prosecutes trademark applications before the USPTO. Ms. Durand earned her Bachelor of Science degree at Saint Mary’s College of California, her Master’s degree in Business Administration from Sonoma State University and her Juris Doctor degree from the University of San Francisco School of Law. As a law student, Ms. Durand had the unique opportunity to work as an extern to the Honorable Ming Chin of the California Supreme Court, and as an intern in the office of the general counsel for the San Francisco Giants. Ms. Durand currently serves on the Board of Directors of Burbank Housing and Cardinal Newman High School.

Little, Jeremy (2)

Jeremy L. Little, Carle Mackie Power & Ross, LLP

Mr. Little is an experienced real estate and business transactional attorney in his firm’s food and alcoholic beverage group with an emphasis on business formation, land use, raising capital, alcoholic beverage compliance, contracts, trademarks, and the purchase and sale of related companies. In that role, he has counseled food, beer, wine, cider, and spirits companies in their formation, growth, and reorganization, including the sale of their companies and the acquisition of other companies. He has also negotiated, drafted, and closed capital raises, and business and real estate transactions. Mr. Little has guided companies through the gauntlet of regulations imposed by the ABC, TTB, and other city, county, state, and federal bureaucracies. He also advises companies and individuals on the sale, purchase, and use of real estate including easements, leases, and development agreements. Mr. Little has served on numerous boards most currently for the Santa Rosa Metro Chamber of Commerce.

Date: Monday, November 5, 2018

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

Presenter(s):
Joy Durand, Dickenson, Peatman & Fogerty
Jeremy L. Little, Carle Mackie Power & Ross, LLP

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.
Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.

MCLE: 1 Unit Participatory MCLE Credit in General Law

Registration Fee: $60–SCBA Members; $75–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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Click Here to Download the Registration Flyer

General Law

The Prudent Investor Rule: Investing for Continuing Trusts

Mackey, John

John Mackey
Senior Vice President and Managing Director of Investment & Fiduciary Services
Exchange Bank

Mr. Mackey manages one of the oldest and most respected Trust and Investment Management Departments in Northern California. Exchange Bank’s fiduciary services include investment management, qualified plan administration, personal trust administration, estate settlement and institutional trust services which aggregate to approximately $1.2B in assets. Mr. Mackey is responsible for growing the department’s net revenue and for trust and investment compliance and risk controls. As a senior executive of Exchange Bank, Mr. Mackey is responsible for key components of the strategic plan related to client services, sales and marketing, career and staff development and business initiatives.

Mr. Mackey has an extensive background working with professionals from securities, financial and business succession planning, private banking, investment management, trust administration and estate planning. Mr. Mackey was the Senior Executive of Wealth Management at Comerica Bank in the Silicon Valley region, the President of the Greater Bay Private Capital Bank in Palo Alto and a founding member of the Family Wealth Group at Wells Fargo Bank.

Mr. Mackey received a bachelor’s degree in Business Administration from CSU Sacramento and an MBA from Golden Gate University. He holds various FINRA securities licenses and a principal license. Mr. Mackey serves on the board of advisors of the Green Music Center at Sonoma State University.

sinigiani-carmen

Carmen D. Sinigiani
Attorney/Of Counsel
Spaulding McCullough & Tansil

Ms. Sinigiani is certified by the State Bar as a specialist in Estate Planning, Trust & Probate Law. Her practice includes estate planning, family wealth management, planned charitable giving, probate, and trust administration and accountings. Ms. Sinigiani handles all aspects of trust and estate litigation including trust and will contests, trustee and fiduciary disputes, heirship proceedings, and other beneficiary disputes. Her extensive estate litigation experience provides her a wealth of knowledge to counsel her estate planning clients on litigation prevention and family relationship preservation.

Ms. Sinigiani’s practice also includes general real property matters ranging from purchase and sale agreements to commercial leases. Her business practice includes non-profit formation, partnerships, LLCs, and Family Business Succession Planning.

Ms. Sinigiani is a native Sonoma County resident and is active in the local community. She is a Professor of Law at Empire College School of Law, teaching Wills & Trusts. She also serves on the Board of the Sonoma County Bar Association and is the Chair of the Trust & Estates Section of the Sonoma County Bar Association. In addition, she serves on the Board of Sebastopol Little League and is an active member of the Rotary Club of Santa Rosa.

Date: Tuesday, October 30, 2018

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

Presenter(s):
John Mackey, Senior Vice President and Managing Director of Investment & Fiduciary Services, Exchange Bank
Carmen D. Sinigiani, Attorney/Of Counsel, Spaulding McCullough & Tansil

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.

Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street.
Do not park in the parking lot at 111 Santa Rosa Avenue.

MCLE: 1 Unit Participatory MCLE Credit in General Law

Registration Fee: $60–SCBA Members; $75–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

General Law

Legislative Updates in Labor & Employment for 2019

Last year’s “#Me too” movement, decisions by the U.S. and California Supreme Court on the validity of arbitration clauses, and continuing efforts to clarify the calculation of wages have resulted in a passel of proposed employment legislation in 2018 for the future. Join the Labor and Employment Law Section in discussion of laws signed by the Governor for 2019, as well as new regulations affecting labor and employment issues.

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Valorie Bader
Welty/Welty, PC

Ms. Bader has been practicing 30 years in the areas of employment and business counseling, training, mechanic liens, and employment litigation. Her current practice includes sexual harassment training and other trainings, investigations, mediation and arbitration, as well as other alternatives for conflict resolution. Ms. Bader continues to counsel businesses and individuals and litigates in court and before administrative agencies such as the Labor Commissioner, the Employment Development Department, the Workers Compensation Appeals Board, Cal-OSHA, the Department of Fair Employment and Housing/ Equal Employment Opportunity Commission, CA Department of Licensing, CA Department of Insurance, Cal-PERS and other Retirement Associations and before the California State Personnel Board and other public entities. Ms. Bader has performed numerous workshops and trainings for the Personnel Perspective, Lorman Business Seminars and the Personnel Association of Sonoma County (PASCO), in diverse topics related to employment issues and has taught specific employment law classes for the Santa Rosa Junior College. She has also written extensively in the subjects of employment law, and appeared in the Sonoma Business Journal and the Press Democrat.

Date: Monday, December 3, 2018

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

Presenter(s): Valorie Bader, Welty/Welty, PC

Place: SCBA Office, 111 Santa Rosa Ave., Ste. 222, Santa Rosa, CA 95404.
Parking for this seminar is ONLY available in the Public Parking Garage at 555 First Street. Do not park in the parking lot at 111 Santa Rosa Avenue.

MCLE: 1 Unit Participatory MCLE Credit in General Law

Registration Fee: $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