ALL COURSES

San Mateo County Bar Association Course Catalogue

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Legal Practice Management Series with DLC Consulting Services – Session 2: Best Practices for Law Firms to Mitigate Risks

Presented by Joseph DeLucchi and Javier Gonzalez


1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice man READ MORE

1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information to solo and small firms. This presentation will cover best practices for inserting language in the insurance section of contracts, appropriate processes for potential client disputes, and how to protect your firm from Cyber Risks, Malpractice Allegations, and Workers Compensation / COVID issues.

Speaker, Joe DeLucchi, is the President/CEO of the insurance advisory firm, CAL Insurance. CAL was established in 1927 and designs insurance solutions for businesses, schools/nonprofits, real estate investment group and successful families from Coast to Coast. Joe joined CAL in 1998 shortly after graduating from Santa Clara University. Joe worked his way up through the company ranks and eventually purchased CAL from the Hauge family in 2016.
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Legal Practice Management Series with DLC Consulting Services – Session 1: Software Automation

Presented by Diane Camacho


1.25 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice man READ MORE

1.25 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information to solo and small firms. Take away solution-oriented information that you can immediately use to more effectively manage your firm. This program is offered to SMCBA members and non-SMCBA members. Speaker, Diane Camacho, will discuss ABA and State Bar guidelines, software that helps you save time, and how to choose software.
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The Impact of #MeToo: Developments in California Anti-Discrimination and Harassment Laws

Presented by Jessica Stender


1.5 hours/credits
Jessica Stender (she/her) is Senior Counsel for Workplace Justice & Public Policy at Equal Rights Advocates where she leads policy advocacy with a focus on sexual harassment, pay equity, pre READ MORE

1.5 hours/credits
Jessica Stender (she/her) is Senior Counsel for Workplace Justice & Public Policy at Equal Rights Advocates where she leads policy advocacy with a focus on sexual harassment, pay equity, pregnancy discrimination and education civil rights, and represents workers in employment discrimination cases. Jessica regularly speaks and writes about issues related to gender equity and workplace rights and was named one of the Top Labor & Employment Lawyers in California by the Daily Journal. As a Trial Lawyer, Jessica discussed the impact of the #METOO movement and its effects on the law.
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From Panic to Profit

Presented by Brooke Lively


1.0 hour/credit
Brooke Lively is the CEO and Founder of Cathedral Capital, a team of CFO’s who help entrepreneurs turn their companies into profitable businesses. Brook has been named Top 25 Women to Watc READ MORE

1.0 hour/credit
Brooke Lively is the CEO and Founder of Cathedral Capital, a team of CFO’s who help entrepreneurs turn their companies into profitable businesses. Brook has been named Top 25 Women to Watch and Fort Worth’s 2016 CFOs of the year. She is an author of several books and has been featured in Forbes Magazine, among others. Brooke will use her MBA and everything she learned building her 7-figure law firm to help SMCBA attorneys be successful in building their firms. Brooke will help attorneys learn their numbers to be successful.
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A Conversation with Jennifer Alcantara, ADR Program Manager, The San Mateo County Superior Court

Presented by Jeniffer Alcantara


1.0 hour/credit
Jeniffer Alcantara, the ADR Program Manager of the San Mateo County Superior Court, will t READ MORE

1.0 hour/credit
Jeniffer Alcantara, the ADR Program Manager of the San Mateo County Superior Court, will talk about the Court's ADR program, changes to the local rules, including informal discovery conferences and the new single direct assignment system, and other topics of interest to all attorneys who practice in the San Mateo County Superior Court.
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Financial Elder Abuse & Ethical Issues for Estate Planners

Presented by Steve Braccini, Jeffrey Loew, Melissa Karlsten and Judge Marshall Whitley


1.5 hours/credits
Financial Elder Abuse and Ethical Issue for the Estate Planner. Combined this panel has over 100 years of experience. Learn the definition of Financial Elder Abuse, goals of Estate Planning READ MORE

1.5 hours/credits
Financial Elder Abuse and Ethical Issue for the Estate Planner. Combined this panel has over 100 years of experience. Learn the definition of Financial Elder Abuse, goals of Estate Planning Attorneys, discussions surrounding the duty of care and duty of loyalty, lack of capacity, presence of undue influence etc. This panel will take questions from the audience and walk through an elder abuse action so that the audience will understand what it looks like.
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State of the Court 2021

Presented by Judge Leland Davis, Judge Elizabeth Lee, Judge Nancy Fineman


1.0 hour/credit
Please join Presiding Judge Leland Davis III, Assistant Presiding Judge Elizabeth Lee, and Supervising Judge in Northen Nancy Fineman for a state of the court address. Presiding Judge Leland READ MORE

1.0 hour/credit
Please join Presiding Judge Leland Davis III, Assistant Presiding Judge Elizabeth Lee, and Supervising Judge in Northen Nancy Fineman for a state of the court address. Presiding Judge Leland Davis discusses where the San Mateo County Courts stand during the pandemic and some of the changes that took place as of January of 2021. He explains the budget cuts and staff layoffs, noting that there will be no further budget cuts. Judge Davis covers programs that will continue, such as the self-help programs, the traffic reform measures, and the electronic and remote service programs. Judge Fineman discusses the changes for the Civil Cases.
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The Addicted Lawyer: Tales of the Addiction & the Road to Recovery

Presented by David Mann


1.0 hour/credit
David Mann is a state-wide consultant for the Other Bar, a voluntary non-profit network of attorneys, judges and law students who are in recovery. The Other Bar provides free of charge couns READ MORE

1.0 hour/credit
David Mann is a state-wide consultant for the Other Bar, a voluntary non-profit network of attorneys, judges and law students who are in recovery. The Other Bar provides free of charge counseling and referrals. It differs from traditional AA or NA in that it is the only forum where lawyers can openly work on problems and pressures directly related to the practice of law. Listen to David’s story of addiction and redemption. Learn how you can overcome your addiction.
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Elimination of Bias with Kevin Allen

Presented by Kevin Allen


1.5 hours/credits
Kevin Allen specializes in Criminal Defense and has served as a Public Defender in San Francisco. Kevin brings a wealth of experience in areas of Recognition and the Elimination of Bias. In READ MORE

1.5 hours/credits
Kevin Allen specializes in Criminal Defense and has served as a Public Defender in San Francisco. Kevin brings a wealth of experience in areas of Recognition and the Elimination of Bias. In this course, Kevin discusses the racial makeup of the Judiciary in San Mateo County, bias as stereotypes and issues of racism in the Supreme Court. Kevin will put all our bias on display, so watch this course and learn how to control your biases. Kevin Allen specializes in Criminal Defense and has served as a Public Defender in San Francisco. Kevin brings a wealth of experience in areas of Recognition and the Elimination of Bias. In this course, Kevin discusses the racial makeup of the Judiciary in San Mateo County, bias as stereotypes and issues of racism in the Supreme Court. Kevin will put all our bias on display, so watch this course and learn how to control your biases.
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smcba - covid zoom

COVID, Zoom, and the New Frontier: Preparing Your Clients for Remote-Child Custody Evaluations and Understanding Psychological Testing

Presented by Dr. Kenneth Perlmutter and Dr. Robin Press


1.5 hours/credits
Please join the Family Law Section for a presentation by Drs. Kenneth Perlmutter and Robin READ MORE

1.5 hours/credits
Please join the Family Law Section for a presentation by Drs. Kenneth Perlmutter and Robin Press.  This presentation will focus on the post-Covid world of Child Custody Evaluations (“CCE’s”) and the current state of the art of Remote-CCE’s which rely on Videoconferencing techniques.  Extensive discussion and work has been done by mental health professionals exploring, understanding and refining the validity and reliability of these methods.  Dr. Perlmutter and Dr. Press will provide an overview of these methods and their applicability to CCE’s.  They will explain key changes to the evaluation process which will help you best prepare your client for these new processes and discuss what has changed and what remains the same.  They will explain how they and you can prepare your clients on many matters including the process of the evaluation, consents, selecting evaluators, length of evaluation processes and more.  Dr. Press will focus of the importance of psychological testing in the evaluation process.  She will explain basic and advanced concepts about psychological testing including how it is done both in and out of the evaluator’s office.  They will provide many helpful handouts.
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smcba - trus accounts and finaces

Trust Accounting & Finances

Presented by Suzanne Lawler, Diane Camacho


1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information about trust accounting and finances to solo and small firms. The speakers will b READ MORE

1.5 hours/credits
San Mateo Bar Association partners with DLC Consulting Services, LLC to bring practice management information about trust accounting and finances to solo and small firms. The speakers will be Diane L. Camacho and Suzanne Lawler of DLC Consulting Services, LLC.
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smcba - it and software

IT & Software Webinar

Presented by Jennifer Connon, Alex Rayter, Ed Correia


1 hour/1 credit
Join Jennifer Kay Connon, of DLC Consulting Services LLC, Ed Correia of Sagacent Technologies, Inc, and Alex Rayter of Phoenix 2.0 Inc. to learn and understand the IT & Software intricac READ MORE

1 hour/1 credit
Join Jennifer Kay Connon, of DLC Consulting Services LLC, Ed Correia of Sagacent Technologies, Inc, and Alex Rayter of Phoenix 2.0 Inc. to learn and understand the IT & Software intricacies. Take away solution-oriented information that you can immediately use to more effectively manage your firm.
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Caring for Yourself – Secondary Trauma and Burnout Among Attorneys

Presented by Ronald Tyler


1.00 hour
Professor Ronald Tyler will discuss the concept of secondary trauma and burnout, which he describes as being a type of prolonged response to chronic work-related stressors.  He will discuss READ MORE

1.00 hour
Professor Ronald Tyler will discuss the concept of secondary trauma and burnout, which he describes as being a type of prolonged response to chronic work-related stressors.  He will discuss concepts of identifying and dealing with secondary trauma and burnout through self-care.  He will speak about this through the lens of being a clinical director of a criminal defense clinic at Stanford Law School.
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SMBCA_ABOTA - Civility Matters

ABOTA – Civility Matters

Presented by The Hon. Nancy Fineman; R.J. Waldsmith, Esq.; Joshua Bentley, Esq.


1.50 hours
ABOTA created Civility Matters with the hope that the program would be presented at ABOTA educational activities, other bar and professional programs, and, especially, in every law school in READ MORE

1.50 hours
ABOTA created Civility Matters with the hope that the program would be presented at ABOTA educational activities, other bar and professional programs, and, especially, in every law school in the country. The programs feature first- hand lessons and experience from ABOTA members and are intended to instill values and standards that promote high regard for the legal profession.
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