Programming Schedule

Information current as of 7/16/2020 - 11:00 a.m. Programming subject to chnge without notice.


JULY 20 - 10:30 a.m. - 11:00 a.m. - Welcome and Introduction

Join us as we celebrate you over an exciting week of info-packed webinars to help your practice, demos from the foremost providers of law practice management software, fun activities, games, opportunity drawings, and lots of prizes — all FREE for SDCBA members!

MEMBO! will bring you exclusive entertainment every evening too, including a members-only home culinary class with celebrity chef Josh Capon (hosted by Faster Law), a personal concert with singer/songwriter Jeff Lewis (featured on the Voice, popular movie soundtracks and more — hosted by Clio), a virtual Trivia Contest (hosted by the SDCBA's own New Lawyer Division), and a rootin' tootin' Bingo Night (hosted by LawPay)!

Your MEMBO! registration covers the entire week!

Drop into whichever sessions interest you. Pick and choose to create your perfect MEMBO! experience!

Presenters: 
Renée Stackhouse, Adriana Linares and Keith Fisher

Program Links and Information

Join Zoom Meeting

Webinar ID:
850 4670 6413

 

JULY 20 - 11:00 a.m. - 12:00 p.m. - Keynote by Jack Newton, Clio CEO, “Remaining Client-Centered During Difficult Times”

The coronavirus outbreak has had a significant impact on the legal industry. To overcome the challenges posed by COVID-19, legal professionals will need to meet the expectations of modern consumers with an end-to-end customer experience that makes sense. Your clients are already comparing their experience with your firm to the 5-star experiences they have with Netflix, Airbnb, and Uber—and they expect your firm to catch up to these levels of service, even in a pandemic.

Today’s consumer not only has a lot of choice when it comes to how they solve their legal issues, almost half of those surveyed in Clio's COVID-19 Impact Research say they would put off their legal issues until circumstances surrounding the pandemic return to normal. Put your firm in a position to capture these clients with actionable strategies to become client-centered.

Top 3 takeaways from this session:

  1. Law firms must adapt to delivering client experiences to succeed (or your competitors will).
  2. By putting clients at the center of your practice, your decisions will benefit them and your firm.
  3. By providing client-centered services, firms will unlock a latent legal market that is currently underserved.

Program Links and Information

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JULY 20 - Lunch 12:00 p.m. - 1:15 p.m. - Leadership Speaker Series: Lights, Camera, Action: How to Become a TV Legal Commentator

Join us for this lunchtime program and learn from the pros how to put your legal skills to use communicating to a non-legal audience through mass media. Find out what a Hollywood producer looks for in a legal commentator and see how one local attorney has gained national acclaim as a TV legal expert.

Presenters:
AnneElise Goetz is Partner at Higgs, Fletcher & Mack and has appeared on national television as a legal expert over 500 times. She can be seen regularly on CNN, HLN, Access Hollywood, and other nationally syndicated programs. Previously she was the weekly legal contributor on Top 30, Dr. Drew, and One America News.

Barry Poznick is President of Metro-Goldwyn-Mayer Studios Inc. (MGM) Unscripted & Alternative Television and Orion Television, where he oversees the creative and development of all MGM’s unscripted and alternative content for broadcast, cable, and syndication, as well as sports entertainment, premium documentaries, true crime, podcasts, children’s programming and digital content, and oversees all content for Orion Television.

Moderator:
Johanna Schiavoni, SDCBA President

Johanna Schiavoni is a certified specialist in appellate law, and her practice at California Appellate Law Group LLP focuses on civil appeals in state and federal courts.

Program Links and Information

Click for Event Registration

Free for SDCBA Members
$25 for non-members

JULY 20 - 1:30 p.m. - 2:45 p.m. - Showcase of Tech and Services for Law Practice Management (Virtual Exhibit Hall Tour)

Showcase of Tech and Services for Law Practice Management (Virtual Exhibit Hall Tour)

Program Links and Information

Join Zoom Meeting

Webinar ID:
856 5732 2597

JULY 20 - 3:00 p.m. - 5:00 p.m. - MEMBO Siesta
JULY 20 - 5:00 p.m. - 6:30 p.m. - Members-Only virtual Culinary Session with Celebrity Chef Josh Capon (hosted by FasterLaw)

Sponsored by:

Get ready for a rare cooking class treat from renowned Excecutive Chef and Restaurateur Josh Capon! Josh Capon is the executive chef and partner behind NYC’s Lure Fishbar, B&B Winepub, Bowery Meat Company and El Toro Blanco and the host of Spike TV’s “Frankenfood.” Cook at home alongside Josh as he shows you how to prepare:

  • Josh’s award-winning Bash Burger (the cheeseburger recipe that won Rachael Ray’s Burger Bash six times!) (check him out here: https://www.youtube.com/watch?v=obnrOgS1QEY )
  • Sauteed Shrimp with artichoke hearts, sun dried tomatoes, lemon, and basil
  • Fresh whipped Ricotta Crostini with honey, toasted pecans, pomegranates, and mint

Enjoy Josh’s expert picks for perfect wine pairings too, including Pinot Gris from Oregon, Beaujolais (Gamay grape) and Syrah!

Download the recipes (PDFs) to have the ingredients in advance of the class!

Check out Josh's Prep Sheet here so you are all set to get cooking at 5 p.m.

Program Links and Information

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Webinar ID:
839 3054 5219

JULY 21 - 9:00 a.m. - 9:45 a.m. - Coffee with LawPay-Trust Accounting

Coffee with LawPay is a casual way for us at LawPay to connect with colleagues, share legal insights and tips, and answer questions in real time. During this session, we’ll be discussing best practices on trust accounting and tools you can use to help your firm maintain trust compliance. We’ll also be joined by an expert on this topic—Chad Todd, Co-founder of TrustBooks. So grab a cup of coffee and join us on July 21st!

Program Links and Information

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JULY 21 Concurrent Sessions 10:30 a.m. - 11:45 a.m.
JULY 21 - 10:30 a.m. - 11:45 a.m. - Courtfiling.Net Preparing for San Diego eFiling

eFiling has become the preferred method for submitting court documents throughout California. On May 26, 2020 eFiling for San Diego Family Law will be permissive, and mandatory later this year. Other practice fields are expected to follow suit soon.

Join us for our webinar with an eFiling expert to prepare for the changes before eFiling becomes mandatory. In this webinar, we will address San Diego and California eFiling rules, walk you through filings from end to end, address common eFiling mistakes, and answer your eFiling questions in great detail.The days of paper filings in San Diego Courts are limited. Stay ahead of the pack and learn the ins and outs of eFiling.

Topics to be covered:

  • eFiling Updates & Deadlines
  • Local and State eFiling rules
  • Dashboard Overview
  • Initiating a New Case
  • Reasons for Rejected Documents
  • Filing on an Existing Case - Q&A

Meeting links and information

Join the Zoom meeting

Webinar ID:
986 6685 1562

Telephone
US: +1 346 248 7799
+1 669 900 6833
+1 253 215 8782
+1 312 626 6799
+1 929 436 2866
+1 301 715 8592
855 880 1246 (Toll Free)
877 853 5257 (Toll Free)
International numbers available: https://lawgical.zoom.us/u/adCIGuDGVN

JULY 21 - 10:30 a.m. - 11:45 a.m. - Clio Demo: Watch How Law Firms Use Clio From Intake to Invoice

​Clio Demo: Watch How Law Firms Use Clio From Intake to Invoice

Speaker: 
Justin Aves, Account Manager at Clio 

Program Links and Information:

Click to Join Zoom Meeting

JULY 21 - Lunch 12:00 p.m. - 1:15 p.m. - Expert Panel – Using Client Intake to Build Client Satisfaction & Trust
 

The intake process for your law practice serves as the critical point of entry for potential new clients. The intake process usually begins at or before the first client meeting and may involve a few additional steps afterward. However, it is during the first steps that the client will begin to appreciate your firm's structure, communication, and values. During this panel, we will discuss a few easy steps you can take to maximize the efficiency of your intake system while building greater trust with your clients.

Program Links and Information

Join Zoom Meeting

Webinar ID:
871 0245 5166

JULY 21 - Concurrent Sessions 1:30 p.m. - 2:45 p.m.
JULY 21 - 1:30 p.m. - 2:45 p.m. - Product Demo: If you have Clio, you NEED Faster Suite!

Put your free license to work! Bill 20-30% more time IMMEDIATELY using the #1 suite of apps for Clio. Predictive time tracking, intuitive document management, automatic email filing, dynamic text macros and much, much more! Faster Suite – Your one-stop-shop for getting the absolute most out of Clio.

Join the Zoom meeting

Meeting ID:
854 1905 9288

Dial by your location
+1 346 248 7799 US (Houston)
+1 669 900 6833 US (San Jose)
+1 253 215 8782 US (Tacoma)

JULY 21 - 1:30 p.m. - 2:45 p.m. - SPEEDY JUSTICE: Moving Your Civil Case Forward in The Covid 19 Environment

Please join us for a discussion of RESOLVE Law San Diego, an unprecedented pro bono program that offers free mediations and free discovery referees. With COVID 19 impacting our civil justice system, a group of leading attorneys in San Diego got together to form RESOLVE Law for the benefit of those seeking resolution of civil disputes. RESOLVE Law is a simple and streamlined program, whereby the parties pick their free mediator or referee from a website and quickly schedule the proceeding. The referees can decide matters on a binding or nonbinding basis. RESOLVE Law is extremely pleased to offer a list of over 200 experienced attorneys and retired judges who are volunteering their time for this pro bono program. Panelists David Casey, Ben Bunn, Ben Cramer, and Deborah Dixon will give you more details about how it works, and how it can benefit you and your clients. In these very unique times, it is critical that all attorneys utilize creative thinking to best serve their clients. RESOLVE Law can help be part of the solution!

Speakers: 
Deborah Dixon, Ben Cramer, Ben Bunn, David Casey, Amy Rose Martel 

Program Links and Information

Join Zoom Meeting

Webinar ID:
828 5096 5911

JULY 21 - 1:30 p.m. - 2:45 p.m. - Paylocity: Best in Class Experience

Recruiting and retaining top talent is critical to keeping your competitive edge. You can't afford to slow down with outdated, disjointed solutions. Build an engaging employee experience from before day one and drive an enviable culture while cutting down on manual, time-consuming processes. Our top-rated, all-in-one platform puts on-demand, mobile tools for managing employee data, communication, learning, and powerful data insights at your fingertips.

Program Links and Information coming soon.
JULY 21 - 3:00 p.m. - 5:00 p.m. - MEMBO Siesta
JULY 21 - 5:00 p.m. - 6:30 p.m. - Virtual Trivia Game

Virtual Trivia Game (hosted by New Lawyer Division)

Program Links and Information

Join Zoom Meeting

Webinar ID:
85992768724

JULY 22 - 9:00 a.m. - 10:15 a.m. - Product Demo - Thomson Reuters: Modern Legal Solutions to Enhance Law Practice

Topics include:

Modern legal research tool: Westlaw Edge

  • Gain a strategic advantage and craft stronger case strategy
  • Quickly analyze your opponent’s briefs and motions for weaknesses
  • Better understand key differences in statutes and regulations across the country
  • Reduce your risk by gaining insight into case law that has been implicitly overruled
  • Get more on point search results quicker Used by all CA Courts of Appeal and the Supreme Court as well as the entire Department of Justice

Propel your research into action with Practical Law Connect

  • Targeted for attorneys who advise, negotiate, and draft legal documents
  • Ensure that business dealings comply with relevant statutes and regulation
  • Integrated with Westlaw and maintained and curated by a team of over 300 full time attorney editors who ensure relevant and up-to-date resources are at your fingertips

Program Links and Information

Click here to join Microsoft Teams meeting

Conference ID:
214 965 621

+1 206-809-2328 United States, Seattle (Toll)

JULY 22 - Concurrent Sessions 10:30 a.m. - 11:45 a.m.
JULY 22 - 10:30 a.m. - 11:45 a.m. - Product Demo - Top 5 Mistakes Attorneys Face with Their Trust Accounting

Tom Boyle - Top 5 Mistakes Attorneys Face with Their Trust Account Discuss the most common mistakes that attorneys make with managing their trust account. Walk through why mistakes happen and steps you can easily take to overcome these mistakes.

Understanding the high-level challenges attorneys face with managing their trust account

  • Real world examples of attorneys getting in trouble from trust mistakes
  • Understanding trust accounting basics

Go through the 5 most common mistakes – identify issue and provide solutions

  1. Three-Way Reconciliations
  2. Monthly Reconciliations
  3. Maintain client ledgers
  4. Negative client balances
  5. Proper documentation for deposits and checks

Program Links and Information

Join GoToMeeting

JULY 22 - 10:30 a.m. - 11:45 a.m. - Clio Customer Training: A Deep Dive Into Some of Clio's Key Features for Current Users

Clio Customer Training: A Deep Dive Into Some of Clio's Key Features for Current Users

Speaker: Samantha Cao, Group Training Specialist

Program Links and Information

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JULY 22 - 12:00 p.m. - 1:15 p.m. - Expert Panel — How to Invoice Efficiently and Collect Quickly
 

Creating and implement an efficient invoicing procedure in your law firm is a critical component to a profitable law firm. When clients cannot pay or delay in paying a legal bill, a firm's finances and cash flow can be affected significantly. Conversely, when your bills are paid quickly, your firms run more smoothly, and you have peace of mind. During this session our experts will share successful strategies that will get your firm on the path to a streamlined legal billing process that will result in faster client payments.

Program Links and Information

Join Zoom Meeting

Webinar ID:
886 9843 8640

JULY 22 - Concurrent Sessions 1:30 p.m. - 2:45 p.m.
JULY 22 - 1:30 p.m. - 2:45 p.m. - Successful Early Mediation: Pre-Litigation and Pre-Discovery Case Resolution (During and Post-COVID)

Speakers:
Mediators Kristin Rizzo, Esq. (Rizzo Resolution) + Jonathan Brenner, Esq. (Judicate West) 

Early resolution of a dispute provides numerous benefits to its parties. Whereas protracted litigation can be expensive and trial can yield unexpected results, early case resolution through private mediation can be expeditious and economical. Court closures caused by COVID-19, resulting in litigation delays, limited court access, and trial date uncertainty, is likely to increase the demand for private resolution and early case mediations. Learn from mediators who will provide you with tips for successful resolution of your pre-litigation and pre-discovery matters.   

Program Links and Information

Join Zoom Meeting

Webinar ID:
834 9215 7217

JULY 22 - 1:30 p.m. - 2:45 p.m. - Product Demo — Leverage Freelance Attorneys and Tech to Next-Level Your Firm

LawClerk:Leverage Freelance Attorneys and Tech to Next-Level Your Firm This program will offer an informative, frank, and even fun discussion about how to leverage the freelance legal ecosystem to up-level your legal practice. Want to be more productive AND more profitable? Freelance lawyers to the rescue!

Presented by Kristin Tyler, this program will benefit solo and small firm attorneys who need a flexible way to staff up their cases with freelance lawyers from time to time, or on a regular basis. The presentation will walk through the ethical - and practical - concerns as well as solutions when an attorney outsources to freelance lawyers.

Learning objectives:

  • Identify key ethical concerns and apply practical solutions to stay compliant with ethics rules
  • Distinguish the benefits that freelance lawyers can offer as compared to the traditional, full-time paralegal or associate attorney
  • Examine when and how tech and/or outsourcing can be an excellent solution for solo and small firm lawyers
  • Breakdown six steps for success with outsourcing.

Program Links and Information

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JULY 22 - 1:30 p.m. - 2:45 p.m. - Lawyer Referral Service — Build Your Practice with Referrals from Lawyer Referral & Information Service

Build Your Practice with Referrals from Lawyer Referral & Information Service. Join hosts Jason Sheinberg and Michelle Chavez discuss the benefits of joining the SDCBA’s Lawyer Referral &B Information Service. Learn about this inexpensive marketing option to help you build your practice.

Program Links and Information

Join Zoom Meeting

Webinar ID:
826 0067 0390

JULY - 22 - 3:00 p.m. - 5:00 p.m. - MEMBO Siesta
JULY 22 - 5:00 p.m. - 6:30 p.m. - Private musical performance with Jeff Lewis, a contestant on The Voice


Sponsored by:

 

After another full day of MEMBO, gather your family for a private, members-only concert by Singer/Songwriter Jeff Lewis (as seen on The Voice: https://www.youtube.com/watch?v=v1Y_-Cpg6x4.) Jeff’s songs were featured on the “Lego Batman” Soundtrack and “Lego Nijago” Soundtrack and he performed in “Pitch Perfect” and “Descendants”. In addition to working with many top Kpop groups, he is currently writing songs for Disney films, shows and parks around the world.

Program Links and Information

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Webinar ID:
858 3000 7183

JULY 23 - 9:00 a.m. - 10:15 a.m. - How the Right Technology Can Solve Your Small Firms Document and Email Management Headaches

How the Right Technology Can Solve Your Small Firms Document and Email Management Headaches. Presented by NetDocuments.

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*requires additional sign in

JULY 23 - Concurrent Sessions 10:30 a.m. - 11:45 a.m.
JULY 23 - 10:30 a.m. - 11:45 a.m. - Product Demo — Engage. Rehire. Recruit.

Whether you are preparing to reopen your doors or have been open all along, you're looking at how to work differently to keep business running smoothly and employees safe and healthy. Whatever your situation, Paylocity is your partner to help you tackle the tasks of today so you can look ahead to tomorrow.

Program Links and Information coming soon.
JULY 23 - 10:30 a.m. - 11:45 a.m. - Covid-19 and Your Financial Health - What You Need to Know Right Now

Join the ABA Retirement Funds Program to learn about COVID-19 and Your Financial Health: What you need to know right now. In this presentation we will talk about the state of the market due to the global pandemic, how the pandemic has affected things and what to expect in the coming months. We will also walk through the pillars of financial wellness, review real-time consumer sentiments on spending and saving during this time, and provide you with some tips on what you can do to protect your financial future.

Speakers:
Virginia Brennan
Maria Fisher
Joe Libbra

Program Links and Information

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JULY 23 - 12:00 p.m. - 1:15 p.m. - Expert Panel — Improving and Securing your Client Communications
 

One of the easiest ways for a cybercriminal to breach client confidentiality is to attack our most common forms of online communications with clients - emails and texts. What can you do to secure email, text, and phone communications with clients? Thankfully, there are many options in today's legal technology marketplace. Our panel will share tips for encryption, discuss client portals and best practices for sharing documents.

Panelists:
Marcus Niro

Program Links and Information

Join Zoom Meeting

Webinar ID:
884 8801 1289

JULY 23 - Concurrent Sessions 1:30 p.m. - 2:45 p.m.
JULY 23 - 1:30 p.m. - 2:45 p.m. - Product Demo — Get to Know LawPay

Join Hailey Thompson as she walks through LawPay’s easy-to-use payment solution developed specifically to give law firms a simple, secure way to accept client credit card and eCheck payments. Get billing and payment best practices and tips on how to use LawPay to grow revenue in your firm. LawPay is trusted by more than 145,000 legal professionals and is a proud San Diego County Member Benefit Provider.

Program Links and Information

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JULY 23 - 1:30 p.m. - 2:45 p.m. - Eric Rosen - Tips and Strategies for Zoom Jury Trials
 

Topics to include:

  1. Use of virtual backgrounds
  2. Managing Jury Selection Remotely
  3. Sharing exhibits on Zoom
    • Do it yourself
    • Bring in the experts
  4. Closing Arguments – PowerPoint Tips

Program Links and Information

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Webinar ID:
812 6266 8503

JULY 23 - 3:00 p.m. - 5:00 p.m. - MEMBO Siesta
JULY 23 -5:00 p.m. - 6:30 p.m. - Virtual Happy Hour — Rootin' Tootin' Bingo with Prizes!

Virtual Happy Hour — Rootin' Tootin' Bingo with Prizes! Presented by Law Pay.

Program Links and Information

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JULY 24 - Concurrent Sessions 10:30 a.m. - 11:45 a.m.
JULY 24 - 10:30 a.m. - 11:45 a.m. - Ruby Receptionist: Practice perfect: strategies for growing your firm

Presenter: Tim Bedford

While legal firms can be as diverse as the lawyers who founded them, when it comes to size, location, specialty, and more, nearly all share a common goal — the desire for growth. So how can law practices ensure growth by increasing their revenues and expanding their client bases? In this seminar, we’ll explore this question by exploring:

  1. The state of the legal industry
  2. Expectations of today’s legal clients
  3. Three focus areas that deliver consistent growth
  4. Tips for maximizing efficiency to increase revenue
  5. Ways to increase conversions and expand your client base
  6. How to retain existing clients and turn them into referrals

Program Informatin and links:

Join Zoom Meeting

Meeting ID:
961-0265-5449

Dial:
(669)900-6833

Password:
496455

JULY 24 - 10:30 a.m. - 11:45 a.m. - CopyLink More than just a Copier: Let Your Office Technology Be Your Security Guard

Copy Link is one of SDCBA Benefit Partners with vetted pricing JUST FOR SDCBA MEMBERS. We offer Copiers, Printers, and Interactive White Boards that will help your firm with Cyber Security, Document Management AND Office Efficiency. WE will teach you how to easily manage your documents while using the highest level of Security the industry has to offer.

Topics:
New State of the Art Security Features-Firmware Attack Prevention and Self Recovery
Addressing Threats-Insider Security Breach, Cyber Crime, Cloud Services, Mobile Adoptions
Adobe Embedded Print Engine and Air Print
Cloud Connectors- SharePoint, OneDrive, Google Drive, Box, Dropbox

Over the past 30 years our clients have come to depend on the exceptional customer service and outstanding technical knowledge that we provide. Copy Link established ourselves as a service company. We have been privately owned and operated since 1990 and since then, have been building the business one satisfied customer at a time.

Copy Link has also been recognized by Sharp Imaging and Information Company of America as a Platinum Level Service Provider. “This is reserved for our best dealers who meet our highest standards of operational efficiency.” Qualifications include training, education, service support and customer satisfaction.

Stronger Security through Partnership! Sharp BLI Line of the Year! Copy Link-Your Trusted Resource for Office Technology!

Contact Judi Adams for a Review of your current Copier Lease. In today’s world of expense control, let me help you save money through our SDCBA Partnership. jadams@copylink.net 619-743-5870

Program Information and links coming soon.

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JULY 24 - 12:00 p.m. - 1:15 p.m. - Update from Clio — New features and benefits coming soon to Clio Suite!

Update from Clio — New features and benefits coming soon to Clio Suite!

Program Links and Information

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Webinar ID:
820 7299 0494

 

JULY 24 - 1:30 p.m. - 2:45 p.m. - RAFFLE / PRIZE WINNERS

RAFFLE / PRIZE WINNERS

Program Links and Information

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Webinar ID:
883 2203 2834