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The State Bar of California and the California Young Lawyers Association (CYLA)
are approved State Bar of California MCLE providers.
R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v
THESTATEBAROFCALIFORNIA
CALIFORNIAYOUNG
LAWYERSASSOCIATION
180HowardStreet
SanFrancisco,California94105
THEANNUALPRACTICAL
SKILLSTRAININGSYMPOSIUM
THU, MAY 21, 2015
The State Bar of California
180 Howard Street, 4th Fl
San Francisco, CA 94105
(415) 538-2000
FRI, MAY 22, 2015
The State Bar of California
845 S. Figueroa Street, 2nd Fl
Los Angeles, CA 90017
(213) 765-1000
MAY21
TheStateBarofCalifornia
180HowardStreet,4thFl
SanFrancisco,CA94105
(415)538-2000
MAY22
TheStateBarofCalifornia
845S.FigueroaStreet,2ndFL
LosAngeles,CA90017
(213)765-1000
THE ANNUAL PRACTICAL SKILLS
TRAINING SYMPOSIUM
Earn
7
Hours M
C
LE
(w
hich
includes Legal Ethics)
C
redits!
Registration Online: www.cyla.calbar.ca.gov
RegisterOnline:
www.cyla.calbar.ca.gov
Earn7HoursMCLE(whichincludes2.5LegalEthics)Credits!
The Annual Practical Skills Training Symposium
Bar Number:_________________
Name:_______________________________________________________________________
Firm:_________________________________________________________________________
Firm Address:_ ________________________________________________________________
City, State:______________________________________________ Zip Code:___________
Phone Number: _________________________ Fax Number:________________________
Email Address:________________________________________________________________
o Check here if you do not want your information released.
Registration includes CLE Credits, Breakfast and Lunch, and Networking Event.
REGISTRATION FEES (Due by 1pm on Tuesday, May 12, 2015)
o	 $175	 CYLA Members 	
(All CA members that have been in practice for 5 years or less OR are 36 years old or younger.)
o	 $270	 Non-CYLA Members
**Onsite registration fees are $195 for CYLA Members and $290 for Non-CYLA Members
NETWORKING EVENT (RSVP Required)
o	 I Plan to attend the Speed Mentoring networking event.
AMOUNT ENCLOSED OR TO BE CHARGED	 $____________
CREDIT CARD INFORMATION (VISA/MasterCard Only)
I authorize The State Bar of California to charge my program registration to my
VISA/MasterCard account. (No other credit card will be accepted.)
Account Number:_ ___________________________________________________________
Expiration Date:______________________________________________________________
Cardholder’s Name:__________________________________________________________
Cardholder’s Signature:_______________________________________________________
Deadline:	 In order to pre-register, your form and check, payable to
The State Bar of California, or credit card information, must
be received by 1 pm on Tuesday, May 12, 2015.
Register Online:	 www.cyla.calbar.ca.gov
Mail To:	 Program Registrations, The State Bar of California,
180 Howard Street, San Francisco, CA 94105.
Fax To:	 Program Registrations at 415-538-2368. In order to fax your
registration, credit card information is MANDATORY.
(Photocopies of checks will NOT be accepted.)
(Required for email confirmation)
(VISA or MasterCard only)
Note: One registrant per form. Photocopies may be used.
o May 21 • San Francisco
o May 22 • Los Angeles
REGISTRATION FORM
PRSRTSTD
U.S.Postage
Paid
Documation
NON-PROFITORG
U.S.Postage
Paid
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THE STATE BAR OF CALIFORNIA
CALIFORNIA YOUNG LAWYERS
ASSOCIATION (CYLA)
PRESENTS
R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o vR e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v
CANCELLATIONS/REFUND POLICY:
Cancellations and requests for refunds must be received in writing
no later than Tuesday, May 12, 2015 and are subject to a $25
service charge. Refunds will not be available after this date.
QUESTIONS:
For registration information call (415) 538-2508. Telephone
registrations will not be accepted. For program content and/or
CYLA information call (415) 538-2597.
SPECIAL ASSISTANCE:
For special assistance, please call (415) 538-2597.
ON-SITE:
Limited and subject to availability. Please register in advance.
REGISTRATION INFORMATION
PROGRAM SCHEDULE
PRACTICAL SKILLS TRAINING SYMPOSIUM
THURSDAY, MAY 21, 2015 – SAN FRANCISCO
8:30 – 9:00 a.m.
REGISTRATION AND CONTINENTAL BREAKFAST
9:00 – 9:30 a.m.
WELCOME
9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TRIAL PREP)
PREPPING YOUR WITNESS AND PREPARING/TAKING A DEPOSITION
This nuts and bolts course covers how to prepare your witness and multiple phases of discovery –
from goal setting, through defending and trial conclusion.
10:30 – 10:40 a.m.
BREAK
10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics)
NEW ATTORNEY SKILLS: (ADR)
PREPARING YOUR CASE FOR SUCCESSFUL RESOLUTION THROUGH MEDIATION
In California, fewer than 5% of civil cases filed actually go to trial. Some actions are dismissed
or terminated on motion, but most cases settle. Given this reality, you need to be ready for a
successful mediation. This course will cover both practical and ethical considerations in the
negotiation process.
11:40 – 11:50 a.m.
BREAK
11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TECHNOLOGY)
LEGAL CASE MANAGEMENT AND TECHNOLOGY
LUNCH SPEAKER
Hands on presentation of legal case management software and online tools. Take away essential
tips on how to effectively manage your practice in the cloud.
12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS
TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE
This course covers both substantive (knowing the law), as well as procedural tips (knowing how to
act like an attorney). Learn how to prepare for the professional transition.
1:50 – 2:00 p.m.
BREAK
2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS
CORPORATE FORMATION, BRIDGE FUNDING, AND EQUITY FINANCING
This course will cover the basics of forming an entity through common bridge funding transactions and
basics of an initial equity funding round. The program includes the basics of forming a corporation and
comparision between an equity funding involving angels, venture capitalists, and strategic investors.
3:00 – 3:10 p.m.
BREAK
3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (ATTORNEY/CLIENT PRIVILEGE)
ETHICAL OBLIGATIONS IN ATTORNEY-CLIENT PRIVILEGE
Attorney-client privilege is one of the oldest and most important legal concepts. This course will
cover the attorney work product doctrine, the duty of confidentiality under both Federal and
California law, and a special focus on ethical obligations.
4:10 – 4:20 p.m.
BREAK
4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS)
ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS
This course will cover the basic requirements for handling client funds. Learn how to establish and
operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls.
5:30 – 6:30 p.m.
NETWORKING SPEED MENTORING
Meet and greet seasoned legal practitioners.
FRIDAY, MAY 22, 2015 – LOS ANGELES
8:30 – 9:00 a.m.
REGISTRATION AND CONTINENTAL BREAKFAST
9:00 – 9:30 a.m.
WELCOME
9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (DISCOVERY)
WHEN TO OBJECT AND HOW TO CRAFT STRATEGIC RESPONSES
This course highlights the importance of a discovery response. Learn the rules and the realities to
discovery to maximize results and minimize frustration.
10:30 – 10:40 a.m.
BREAK
10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics)
NEW ATTORNEY SKILLS: (CLIENT INTAKE)
MAKING GOOD CLIENT CHOICES
Knowing which potential clients to accept can be a difficult task. This course will include best
practices and strategies for new legal client intake and ethical considerations such as conflicts.
11:40 – 11:50 a.m.
BREAK
11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TECHNOLOGY)
LEGAL CASE MANAGEMENT AND TECHNOLOGY
LUNCH SPEAKER
Hands on presentation of legal case management software and online tools. Take away essential
tips on how to effectively manage your practice in the cloud.
12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (LPMT)
TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE
This course discusses both substantive (knowing the law), as well as procedural tips (knowing how
to act like an attorney). Learn how to prepare for the professional transition.
1:50 – 2:00 p.m.
BREAK
2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (ATTORNEY ADVERTISING)
ETHICAL ATTORNEY ADVERTISEMENT AND MARKETING
This course will discuss how to advertise your legal services on the Internet. Learn how to design
and operate your website, correspond with clients or prospective clients online, and use social
media to maximize your business objectives.
3:00 – 3:10 p.m.
BREAK
3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (FEE AGREEMENTS)
EFFECTIVE FEE AGREEMENTS – DRAFTING AND PRESENTING
This course will cover the essential elements of an effective retainer agreement including
termination. Learn best practices for preparing fee agreements that help you get paid.
4:10 – 4:20 p.m.
BREAK
4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS)
ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS
This course will cover the basic requirements for handling client funds. Learn how to establish and
operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls.
5:30 – 6:30 p.m.
NETWORKING SPEED MENTORING
Meet and greet seasoned legal practitioners.
SPONSORED BY
www.calbarconnect.com
Your State Bar of California Sponsored
Insurance and Affinity Programs
R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o vR e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v
CANCELLATIONS/REFUND POLICY:
Cancellations and requests for refunds must be received in writing
no later than Tuesday, May 12, 2015 and are subject to a $25
service charge. Refunds will not be available after this date.
QUESTIONS:
For registration information call (415) 538-2508. Telephone
registrations will not be accepted. For program content and/or
CYLA information call (415) 538-2597.
SPECIAL ASSISTANCE:
For special assistance, please call (415) 538-2597.
ON-SITE:
Limited and subject to availability. Please register in advance.
REGISTRATION INFORMATION
PROGRAM SCHEDULE
PRACTICAL SKILLS TRAINING SYMPOSIUM
THURSDAY, MAY 21, 2015 – SAN FRANCISCO
8:30 – 9:00 a.m.
REGISTRATION AND CONTINENTAL BREAKFAST
9:00 – 9:30 a.m.
WELCOME
9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TRIAL PREP)
PREPPING YOUR WITNESS AND PREPARING/TAKING A DEPOSITION
This nuts and bolts course covers how to prepare your witness and multiple phases of discovery –
from goal setting, through defending and trial conclusion.
10:30 – 10:40 a.m.
BREAK
10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics)
NEW ATTORNEY SKILLS: (ADR)
PREPARING YOUR CASE FOR SUCCESSFUL RESOLUTION THROUGH MEDIATION
In California, fewer than 5% of civil cases filed actually go to trial. Some actions are dismissed
or terminated on motion, but most cases settle. Given this reality, you need to be ready for a
successful mediation. This course will cover both practical and ethical considerations in the
negotiation process.
11:40 – 11:50 a.m.
BREAK
11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TECHNOLOGY)
LEGAL CASE MANAGEMENT AND TECHNOLOGY
LUNCH SPEAKER
Hands on presentation of legal case management software and online tools. Take away essential
tips on how to effectively manage your practice in the cloud.
12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (LPMT)
TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE
This course covers both substantive (knowing the law), as well as procedural tips (knowing how to
act like an attorney). Learn how to prepare for the professional transition.
1:50 – 2:00 p.m.
BREAK
2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (OPENING A LAW OFFICE)
CORPORATE FORMATION AND FUNDING
This course will cover the basics of forming a legal practice through common bridge funding
transactions and basics of an initial equity funding round. The program includes a comparison
between an equity funding involving angels, venture capitalists, and strategic investors.
3:00 – 3:10 p.m.
BREAK
3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (ATTORNEY/CLIENT PRIVILEGE)
ETHICAL OBLIGATIONS IN ATTORNEY-CLIENT PRIVILEGE
Attorney-client privilege is one of the oldest and most important legal concepts. This course will
cover the attorney work product doctrine, the duty of confidentiality under both Federal and
California law, and a special focus on ethical obligations.
4:10 – 4:20 p.m.
BREAK
4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS)
ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS
This course will cover the basic requirements for handling client funds. Learn how to establish and
operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls.
5:30 – 6:30 p.m.
NETWORKING SPEED MENTORING
Meet and greet seasoned legal practitioners.
FRIDAY, MAY 22, 2015 – LOS ANGELES
8:30 – 9:00 a.m.
REGISTRATION AND CONTINENTAL BREAKFAST
9:00 – 9:30 a.m.
WELCOME
9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (DISCOVERY)
WHEN TO OBJECT AND HOW TO CRAFT STRATEGIC RESPONSES
This course highlights the importance of a discovery response. Learn the rules and the realities to
discovery to maximize results and minimize frustration.
10:30 – 10:40 a.m.
BREAK
10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics)
NEW ATTORNEY SKILLS: (CLIENT INTAKE)
MAKING GOOD CLIENT CHOICES
Knowing which potential clients to accept can be a difficult task. This course will include best
practices and strategies for new legal client intake and ethical considerations such as conflicts.
11:40 – 11:50 a.m.
BREAK
11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS
LEGAL CASE MANAGEMENT AND TECHNOLOGY
LUNCH SPEAKER
Hands on presentation of legal case management software and online tools. Take away essential
tips on how to effectively manage your practice in the cloud.
12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS
TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE
This course discusses both substantive (knowing the law), as well as procedural tips (knowing how
to act like an attorney). Learn how to prepare for the professional transition.
1:50 – 2:00 p.m.
BREAK
2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (ATTORNEY ADVERTISING)
ETHICAL ATTORNEY ADVERTISEMENT AND MARKETING
This course will discuss how to advertise your legal services on the Internet. Learn how to design
and operate your website, correspond with clients or prospective clients online, and use social
media to maximize your business objectives.
3:00 – 3:10 p.m.
BREAK
3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (FEE AGREEMENTS)
EFFECTIVE FEE AGREEMENTS – DRAFTING AND PRESENTING
This course will cover the essential elements of an effective retainer agreement including
termination. Learn best practices for preparing fee agreements that help you get paid.
4:10 – 4:20 p.m.
BREAK
4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS)
ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS
This course will cover the basic requirements for handling client funds. Learn how to establish and
operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls.
5:30 – 6:30 p.m.
NETWORKING SPEED MENTORING
Meet and greet seasoned legal practitioners.
SPONSORED BY
www.calbarconnect.com
Your State Bar of California Sponsored
Insurance and Affinity Programs
R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o vR e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v
CANCELLATIONS/REFUND POLICY:
Cancellations and requests for refunds must be received in writing
no later than Tuesday, May 12, 2015 and are subject to a $25
service charge. Refunds will not be available after this date.
QUESTIONS:
For registration information call (415) 538-2508. Telephone
registrations will not be accepted. For program content and/or
CYLA information call (415) 538-2597.
SPECIAL ASSISTANCE:
For special assistance, please call (415) 538-2597.
ON-SITE:
Limited and subject to availability. Please register in advance.
REGISTRATION INFORMATION
PROGRAM SCHEDULE
PRACTICAL SKILLS TRAINING SYMPOSIUM
THURSDAY, MAY 21, 2015 – SAN FRANCISCO
8:30 – 9:00 a.m.
REGISTRATION AND CONTINENTAL BREAKFAST
9:00 – 9:30 a.m.
WELCOME
9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TRIAL PREP)
PREPPING YOUR WITNESS AND PREPARING/TAKING A DEPOSITION
This nuts and bolts course covers how to prepare your witness and multiple phases of discovery –
from goal setting, through defending and trial conclusion.
10:30 – 10:40 a.m.
BREAK
10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics)
NEW ATTORNEY SKILLS: (ADR)
PREPARING YOUR CASE FOR SUCCESSFUL RESOLUTION THROUGH MEDIATION
In California, fewer than 5% of civil cases filed actually go to trial. Some actions are dismissed
or terminated on motion, but most cases settle. Given this reality, you need to be ready for a
successful mediation. This course will cover both practical and ethical considerations in the
negotiation process.
11:40 – 11:50 a.m.
BREAK
11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TECHNOLOGY)
LEGAL CASE MANAGEMENT AND TECHNOLOGY
LUNCH SPEAKER
Hands on presentation of legal case management software and online tools. Take away essential
tips on how to effectively manage your practice in the cloud.
12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (LPMT)
TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE
This course covers both substantive (knowing the law), as well as procedural tips (knowing how to
act like an attorney). Learn how to prepare for the professional transition.
1:50 – 2:00 p.m.
BREAK
2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (OPENING A LAW OFFICE)
CORPORATE FORMATION AND FUNDING
This course will cover the basics of forming a legal practice through common bridge funding
transactions and basics of an initial equity funding round. The program includes a comparison
between an equity funding involving angels, venture capitalists, and strategic investors.
3:00 – 3:10 p.m.
BREAK
3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (ATTORNEY/CLIENT PRIVILEGE)
ETHICAL OBLIGATIONS IN ATTORNEY-CLIENT PRIVILEGE
Attorney-client privilege is one of the oldest and most important legal concepts. This course will
cover the attorney work product doctrine, the duty of confidentiality under both Federal and
California law, and a special focus on ethical obligations.
4:10 – 4:20 p.m.
BREAK
4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS)
ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS
This course will cover the basic requirements for handling client funds. Learn how to establish and
operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls.
5:30 – 6:30 p.m.
NETWORKING SPEED MENTORING
Meet and greet seasoned legal practitioners.
FRIDAY, MAY 22, 2015 – LOS ANGELES
8:30 – 9:00 a.m.
REGISTRATION AND CONTINENTAL BREAKFAST
9:00 – 9:30 a.m.
WELCOME
9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (DISCOVERY)
WHEN TO OBJECT AND HOW TO CRAFT STRATEGIC RESPONSES
This course highlights the importance of a discovery response. Learn the rules and the realities to
discovery to maximize results and minimize frustration.
10:30 – 10:40 a.m.
BREAK
10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics)
NEW ATTORNEY SKILLS: (CLIENT INTAKE)
MAKING GOOD CLIENT CHOICES
Knowing which potential clients to accept can be a difficult task. This course will include best
practices and strategies for new legal client intake and ethical considerations such as conflicts.
11:40 – 11:50 a.m.
BREAK
11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (TECHNOLOGY)
LEGAL CASE MANAGEMENT AND TECHNOLOGY
LUNCH SPEAKER
Hands on presentation of legal case management software and online tools. Take away essential
tips on how to effectively manage your practice in the cloud.
12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (LPMT)
TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE
This course discusses both substantive (knowing the law), as well as procedural tips (knowing how
to act like an attorney). Learn how to prepare for the professional transition.
1:50 – 2:00 p.m.
BREAK
2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit
NEW ATTORNEY SKILLS: (ATTORNEY ADVERTISING)
ETHICAL ATTORNEY ADVERTISEMENT AND MARKETING
This course will discuss how to advertise your legal services on the Internet. Learn how to design
and operate your website, correspond with clients or prospective clients online, and use social
media to maximize your business objectives.
3:00 – 3:10 p.m.
BREAK
3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (FEE AGREEMENTS)
EFFECTIVE FEE AGREEMENTS – DRAFTING AND PRESENTING
This course will cover the essential elements of an effective retainer agreement including
termination. Learn best practices for preparing fee agreements that help you get paid.
4:10 – 4:20 p.m.
BREAK
4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics
NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS)
ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS
This course will cover the basic requirements for handling client funds. Learn how to establish and
operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls.
5:30 – 6:30 p.m.
NETWORKING SPEED MENTORING
Meet and greet seasoned legal practitioners.
SPONSORED BY
www.calbarconnect.com
Your State Bar of California Sponsored
Insurance and Affinity Programs
The State Bar of California and the California Young Lawyers Association (CYLA)
are approved State Bar of California MCLE providers.
R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v
THESTATEBAROFCALIFORNIA
CALIFORNIAYOUNG
LAWYERSASSOCIATION
180HowardStreet
SanFrancisco,California94105
THEANNUALPRACTICAL
SKILLSTRAININGSYMPOSIUM
THU, MAY 21, 2015
The State Bar of California
180 Howard Street, 4th Fl
San Francisco, CA 94105
(415) 538-2000
FRI, MAY 22, 2015
The State Bar of California
845 S. Figueroa Street, 2nd Fl
Los Angeles, CA 90017
(213) 765-1000
MAY21
TheStateBarofCalifornia
180HowardStreet,4thFl
SanFrancisco,CA94105
(415)538-2000
MAY22
TheStateBarofCalifornia
845S.FigueroaStreet,2ndFL
LosAngeles,CA90017
(213)765-1000
THE ANNUAL PRACTICAL SKILLS
TRAINING SYMPOSIUM
Earn
7
Hours M
C
LE
(w
hich
includes Legal Ethics)
C
redits!
Registration Online: www.cyla.calbar.ca.gov
RegisterOnline:
www.cyla.calbar.ca.gov
Earn7HoursMCLE(whichincludes2.5LegalEthics)Credits!
The Annual Practical Skills Training Symposium
Bar Number:_________________
Name:_______________________________________________________________________
Firm:_________________________________________________________________________
Firm Address:_________________________________________________________________
City, State:______________________________________________ Zip Code:___________
Phone Number: _________________________ Fax Number:________________________
Email Address:________________________________________________________________
o Check here if you do not want your information released.
Registration includes CLE Credits, Breakfast and Lunch, and Networking Event.
REGISTRATION FEES (Due by 1pm on Tuesday, May 12, 2015)
o	 $175	 CYLA Members
	 (All CA members that have been in practice for 5 years or less OR are 36 years old or younger.)
o	 $270	 Non-CYLA Members
**Onsite registration fees are $195 for CYLA Members and $290 for Non-CYLA Members
NETWORKING EVENT (RSVP Required)
o	 I Plan to attend the Speed Mentoring networking event.
AMOUNT ENCLOSED OR TO BE CHARGED	 $____________
CREDIT CARD INFORMATION (VISA/MasterCard Only)
I authorize The State Bar of California to charge my program registration to my
VISA/MasterCard account. (No other credit card will be accepted.)
Account Number:____________________________________________________________
Expiration Date:______________________________________________________________
Cardholder’s Name:__________________________________________________________
Cardholder’s Signature:_______________________________________________________
Deadline:	In order to pre-register, your form and check, payable to
The State Bar of California, or credit card information, must
be received by 1 pm on Tuesday, May 12, 2015.
Register Online:	 www.cyla.calbar.ca.gov
Mail To:	Program Registrations, The State Bar of California,
180 Howard Street, San Francisco, CA 94105.
Fax To:	Program Registrations at 415-538-2368. In order to fax your
registration, credit card information is MANDATORY.
(Photocopies of checks will NOT be accepted.)
(Required for email confirmation)
(VISA or MasterCard only)
Note: One registrant per form. Photocopies may be used.
o May 21 • San Francisco
o May 22 • Los Angeles
REGISTRATION FORM
PRSRTSTD
U.S.Postage
Paid
Documation
NON-PROFITORG
U.S.Postage
Paid
Documation
FirstClassPRSRTMail
U.S.Postage
Paid
Documation
FirstClassMail
U.S.Postage
Paid
Documation
Presorted
BoundPrintedMatter
U.S.PostagePaid
Documation
BoundPrintedMatter
SinglePieceRate
U.S.PostagePaid
Documation
THE STATE BAR OF CALIFORNIA
CALIFORNIA YOUNG LAWYERS
ASSOCIATION (CYLA)
PRESENTS
The State Bar of California and the California Young Lawyers Association (CYLA)
are approved State Bar of California MCLE providers.
R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v
THESTATEBAROFCALIFORNIA
CALIFORNIAYOUNG
LAWYERSASSOCIATION
180HowardStreet
SanFrancisco,California94105
THEANNUALPRACTICAL
SKILLSTRAININGSYMPOSIUM
THU, MAY 21, 2015
The State Bar of California
180 Howard Street, 4th Fl
San Francisco, CA 94105
(415) 538-2000
FRI, MAY 22, 2015
The State Bar of California
845 S. Figueroa Street, 2nd Fl
Los Angeles, CA 90017
(213) 765-1000
MAY21
TheStateBarofCalifornia
180HowardStreet,4thFl
SanFrancisco,CA94105
(415)538-2000
MAY22
TheStateBarofCalifornia
845S.FigueroaStreet,2ndFl
LosAngeles,CA90017
(213)765-1000
THE ANNUAL PRACTICAL SKILLS
TRAINING SYMPOSIUM
Earn
7
Hours M
C
LE
(w
hich
includes Legal Ethics)
C
redits!
Registration Online: www.cyla.calbar.ca.gov
Earn7HoursMCLE(whichincludesLegalEthics)Credits!
RegisterOnline:
www.cyla.calbar.ca.gov
The Annual Practical Skills Training Symposium
Bar Number:_ ________________
Name:_ ______________________________________________________________________
Firm:_ ________________________________________________________________________
Firm Address:_ ________________________________________________________________
City, State:_ _____________________________________________ Zip Code:_ __________
Phone Number: _________________________ Fax Number:________________________
Email Address:________________________________________________________________
o Check here if you do not want your information released.
Registration includes CLE Credits, Breakfast and Lunch, and Networking Event.
REGISTRATION FEES (Due by 1pm on Tuesday, May 12, 2015)
o	 $175	 CYLA Members 	
(All CA members that have been in practice for 5 years or less OR are 36 years old or younger.)
o	 $270	 Non-CYLA Members
**Onsite registration fees are $195 for CYLA Members and $290 for Non-CYLA Members
NETWORKING EVENT (RSVP Required)
o	 I Plan to attend the Speed Mentoring networking event.
AMOUNT ENCLOSED OR TO BE CHARGED	 $____________
CREDIT CARD INFORMATION (VISA/MasterCard Only)
I authorize The State Bar of California to charge my program registration to my
VISA/MasterCard account. (No other credit card will be accepted.)
Account Number:_ ___________________________________________________________
Expiration Date:_ _____________________________________________________________
Cardholder’s Name:__________________________________________________________
Cardholder’s Signature:_______________________________________________________
Deadline:	 In order to pre-register, your form and check, payable to
The State Bar of California, or credit card information, must
be received by 1 pm on Tuesday, May 12, 2015.
Register Online:	 www.cyla.calbar.ca.gov
Mail To:	 Program Registrations, The State Bar of California,
180 Howard Street, San Francisco, CA 94105.
Fax To:	 Program Registrations at 415-538-2368. In order to fax your
registration, credit card information is MANDATORY.
(Photocopies of checks will NOT be accepted.)
(Required for email confirmation)
(VISA or MasterCard only)
Note: One registrant per form. Photocopies may be used.
o May 21 • San Francisco
o May 22 • Los Angeles
REGISTRATION FORM
PRSRTSTD
U.S.Postage
Paid
Documation
NON-PROFITORG
U.S.Postage
Paid
Documation
FirstClassMail
U.S.Postage
Paid
Documation
Presorted
BoundPrintedMatter
U.S.PostagePaid
Documation
BoundPrintedMatter
SinglePieceRate
U.S.PostagePaid
Documation
THE STATE BAR OF CALIFORNIA
CALIFORNIA YOUNG LAWYERS
ASSOCIATION (CYLA)
PRESENTS

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cyla_2015-practical-skills-symposium

  • 1. The State Bar of California and the California Young Lawyers Association (CYLA) are approved State Bar of California MCLE providers. R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v THESTATEBAROFCALIFORNIA CALIFORNIAYOUNG LAWYERSASSOCIATION 180HowardStreet SanFrancisco,California94105 THEANNUALPRACTICAL SKILLSTRAININGSYMPOSIUM THU, MAY 21, 2015 The State Bar of California 180 Howard Street, 4th Fl San Francisco, CA 94105 (415) 538-2000 FRI, MAY 22, 2015 The State Bar of California 845 S. Figueroa Street, 2nd Fl Los Angeles, CA 90017 (213) 765-1000 MAY21 TheStateBarofCalifornia 180HowardStreet,4thFl SanFrancisco,CA94105 (415)538-2000 MAY22 TheStateBarofCalifornia 845S.FigueroaStreet,2ndFL LosAngeles,CA90017 (213)765-1000 THE ANNUAL PRACTICAL SKILLS TRAINING SYMPOSIUM Earn 7 Hours M C LE (w hich includes Legal Ethics) C redits! Registration Online: www.cyla.calbar.ca.gov RegisterOnline: www.cyla.calbar.ca.gov Earn7HoursMCLE(whichincludes2.5LegalEthics)Credits! The Annual Practical Skills Training Symposium Bar Number:_________________ Name:_______________________________________________________________________ Firm:_________________________________________________________________________ Firm Address:_ ________________________________________________________________ City, State:______________________________________________ Zip Code:___________ Phone Number: _________________________ Fax Number:________________________ Email Address:________________________________________________________________ o Check here if you do not want your information released. Registration includes CLE Credits, Breakfast and Lunch, and Networking Event. REGISTRATION FEES (Due by 1pm on Tuesday, May 12, 2015) o $175 CYLA Members (All CA members that have been in practice for 5 years or less OR are 36 years old or younger.) o $270 Non-CYLA Members **Onsite registration fees are $195 for CYLA Members and $290 for Non-CYLA Members NETWORKING EVENT (RSVP Required) o I Plan to attend the Speed Mentoring networking event. AMOUNT ENCLOSED OR TO BE CHARGED $____________ CREDIT CARD INFORMATION (VISA/MasterCard Only) I authorize The State Bar of California to charge my program registration to my VISA/MasterCard account. (No other credit card will be accepted.) Account Number:_ ___________________________________________________________ Expiration Date:______________________________________________________________ Cardholder’s Name:__________________________________________________________ Cardholder’s Signature:_______________________________________________________ Deadline: In order to pre-register, your form and check, payable to The State Bar of California, or credit card information, must be received by 1 pm on Tuesday, May 12, 2015. Register Online: www.cyla.calbar.ca.gov Mail To: Program Registrations, The State Bar of California, 180 Howard Street, San Francisco, CA 94105. Fax To: Program Registrations at 415-538-2368. In order to fax your registration, credit card information is MANDATORY. (Photocopies of checks will NOT be accepted.) (Required for email confirmation) (VISA or MasterCard only) Note: One registrant per form. Photocopies may be used. o May 21 • San Francisco o May 22 • Los Angeles REGISTRATION FORM PRSRTSTD U.S.Postage Paid Documation NON-PROFITORG U.S.Postage Paid Documation FirstClassPRSRTMail U.S.Postage Paid Documation FirstClassMail U.S.Postage Paid Documation Presorted BoundPrintedMatter U.S.PostagePaid Documation BoundPrintedMatter SinglePieceRate U.S.PostagePaid Documation THE STATE BAR OF CALIFORNIA CALIFORNIA YOUNG LAWYERS ASSOCIATION (CYLA) PRESENTS
  • 2. R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o vR e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v CANCELLATIONS/REFUND POLICY: Cancellations and requests for refunds must be received in writing no later than Tuesday, May 12, 2015 and are subject to a $25 service charge. Refunds will not be available after this date. QUESTIONS: For registration information call (415) 538-2508. Telephone registrations will not be accepted. For program content and/or CYLA information call (415) 538-2597. SPECIAL ASSISTANCE: For special assistance, please call (415) 538-2597. ON-SITE: Limited and subject to availability. Please register in advance. REGISTRATION INFORMATION PROGRAM SCHEDULE PRACTICAL SKILLS TRAINING SYMPOSIUM THURSDAY, MAY 21, 2015 – SAN FRANCISCO 8:30 – 9:00 a.m. REGISTRATION AND CONTINENTAL BREAKFAST 9:00 – 9:30 a.m. WELCOME 9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TRIAL PREP) PREPPING YOUR WITNESS AND PREPARING/TAKING A DEPOSITION This nuts and bolts course covers how to prepare your witness and multiple phases of discovery – from goal setting, through defending and trial conclusion. 10:30 – 10:40 a.m. BREAK 10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics) NEW ATTORNEY SKILLS: (ADR) PREPARING YOUR CASE FOR SUCCESSFUL RESOLUTION THROUGH MEDIATION In California, fewer than 5% of civil cases filed actually go to trial. Some actions are dismissed or terminated on motion, but most cases settle. Given this reality, you need to be ready for a successful mediation. This course will cover both practical and ethical considerations in the negotiation process. 11:40 – 11:50 a.m. BREAK 11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TECHNOLOGY) LEGAL CASE MANAGEMENT AND TECHNOLOGY LUNCH SPEAKER Hands on presentation of legal case management software and online tools. Take away essential tips on how to effectively manage your practice in the cloud. 12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE This course covers both substantive (knowing the law), as well as procedural tips (knowing how to act like an attorney). Learn how to prepare for the professional transition. 1:50 – 2:00 p.m. BREAK 2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS CORPORATE FORMATION, BRIDGE FUNDING, AND EQUITY FINANCING This course will cover the basics of forming an entity through common bridge funding transactions and basics of an initial equity funding round. The program includes the basics of forming a corporation and comparision between an equity funding involving angels, venture capitalists, and strategic investors. 3:00 – 3:10 p.m. BREAK 3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (ATTORNEY/CLIENT PRIVILEGE) ETHICAL OBLIGATIONS IN ATTORNEY-CLIENT PRIVILEGE Attorney-client privilege is one of the oldest and most important legal concepts. This course will cover the attorney work product doctrine, the duty of confidentiality under both Federal and California law, and a special focus on ethical obligations. 4:10 – 4:20 p.m. BREAK 4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS) ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS This course will cover the basic requirements for handling client funds. Learn how to establish and operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls. 5:30 – 6:30 p.m. NETWORKING SPEED MENTORING Meet and greet seasoned legal practitioners. FRIDAY, MAY 22, 2015 – LOS ANGELES 8:30 – 9:00 a.m. REGISTRATION AND CONTINENTAL BREAKFAST 9:00 – 9:30 a.m. WELCOME 9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (DISCOVERY) WHEN TO OBJECT AND HOW TO CRAFT STRATEGIC RESPONSES This course highlights the importance of a discovery response. Learn the rules and the realities to discovery to maximize results and minimize frustration. 10:30 – 10:40 a.m. BREAK 10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics) NEW ATTORNEY SKILLS: (CLIENT INTAKE) MAKING GOOD CLIENT CHOICES Knowing which potential clients to accept can be a difficult task. This course will include best practices and strategies for new legal client intake and ethical considerations such as conflicts. 11:40 – 11:50 a.m. BREAK 11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TECHNOLOGY) LEGAL CASE MANAGEMENT AND TECHNOLOGY LUNCH SPEAKER Hands on presentation of legal case management software and online tools. Take away essential tips on how to effectively manage your practice in the cloud. 12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (LPMT) TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE This course discusses both substantive (knowing the law), as well as procedural tips (knowing how to act like an attorney). Learn how to prepare for the professional transition. 1:50 – 2:00 p.m. BREAK 2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (ATTORNEY ADVERTISING) ETHICAL ATTORNEY ADVERTISEMENT AND MARKETING This course will discuss how to advertise your legal services on the Internet. Learn how to design and operate your website, correspond with clients or prospective clients online, and use social media to maximize your business objectives. 3:00 – 3:10 p.m. BREAK 3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (FEE AGREEMENTS) EFFECTIVE FEE AGREEMENTS – DRAFTING AND PRESENTING This course will cover the essential elements of an effective retainer agreement including termination. Learn best practices for preparing fee agreements that help you get paid. 4:10 – 4:20 p.m. BREAK 4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS) ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS This course will cover the basic requirements for handling client funds. Learn how to establish and operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls. 5:30 – 6:30 p.m. NETWORKING SPEED MENTORING Meet and greet seasoned legal practitioners. SPONSORED BY www.calbarconnect.com Your State Bar of California Sponsored Insurance and Affinity Programs
  • 3. R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o vR e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v CANCELLATIONS/REFUND POLICY: Cancellations and requests for refunds must be received in writing no later than Tuesday, May 12, 2015 and are subject to a $25 service charge. Refunds will not be available after this date. QUESTIONS: For registration information call (415) 538-2508. Telephone registrations will not be accepted. For program content and/or CYLA information call (415) 538-2597. SPECIAL ASSISTANCE: For special assistance, please call (415) 538-2597. ON-SITE: Limited and subject to availability. Please register in advance. REGISTRATION INFORMATION PROGRAM SCHEDULE PRACTICAL SKILLS TRAINING SYMPOSIUM THURSDAY, MAY 21, 2015 – SAN FRANCISCO 8:30 – 9:00 a.m. REGISTRATION AND CONTINENTAL BREAKFAST 9:00 – 9:30 a.m. WELCOME 9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TRIAL PREP) PREPPING YOUR WITNESS AND PREPARING/TAKING A DEPOSITION This nuts and bolts course covers how to prepare your witness and multiple phases of discovery – from goal setting, through defending and trial conclusion. 10:30 – 10:40 a.m. BREAK 10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics) NEW ATTORNEY SKILLS: (ADR) PREPARING YOUR CASE FOR SUCCESSFUL RESOLUTION THROUGH MEDIATION In California, fewer than 5% of civil cases filed actually go to trial. Some actions are dismissed or terminated on motion, but most cases settle. Given this reality, you need to be ready for a successful mediation. This course will cover both practical and ethical considerations in the negotiation process. 11:40 – 11:50 a.m. BREAK 11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TECHNOLOGY) LEGAL CASE MANAGEMENT AND TECHNOLOGY LUNCH SPEAKER Hands on presentation of legal case management software and online tools. Take away essential tips on how to effectively manage your practice in the cloud. 12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (LPMT) TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE This course covers both substantive (knowing the law), as well as procedural tips (knowing how to act like an attorney). Learn how to prepare for the professional transition. 1:50 – 2:00 p.m. BREAK 2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (OPENING A LAW OFFICE) CORPORATE FORMATION AND FUNDING This course will cover the basics of forming a legal practice through common bridge funding transactions and basics of an initial equity funding round. The program includes a comparison between an equity funding involving angels, venture capitalists, and strategic investors. 3:00 – 3:10 p.m. BREAK 3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (ATTORNEY/CLIENT PRIVILEGE) ETHICAL OBLIGATIONS IN ATTORNEY-CLIENT PRIVILEGE Attorney-client privilege is one of the oldest and most important legal concepts. This course will cover the attorney work product doctrine, the duty of confidentiality under both Federal and California law, and a special focus on ethical obligations. 4:10 – 4:20 p.m. BREAK 4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS) ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS This course will cover the basic requirements for handling client funds. Learn how to establish and operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls. 5:30 – 6:30 p.m. NETWORKING SPEED MENTORING Meet and greet seasoned legal practitioners. FRIDAY, MAY 22, 2015 – LOS ANGELES 8:30 – 9:00 a.m. REGISTRATION AND CONTINENTAL BREAKFAST 9:00 – 9:30 a.m. WELCOME 9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (DISCOVERY) WHEN TO OBJECT AND HOW TO CRAFT STRATEGIC RESPONSES This course highlights the importance of a discovery response. Learn the rules and the realities to discovery to maximize results and minimize frustration. 10:30 – 10:40 a.m. BREAK 10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics) NEW ATTORNEY SKILLS: (CLIENT INTAKE) MAKING GOOD CLIENT CHOICES Knowing which potential clients to accept can be a difficult task. This course will include best practices and strategies for new legal client intake and ethical considerations such as conflicts. 11:40 – 11:50 a.m. BREAK 11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS LEGAL CASE MANAGEMENT AND TECHNOLOGY LUNCH SPEAKER Hands on presentation of legal case management software and online tools. Take away essential tips on how to effectively manage your practice in the cloud. 12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE This course discusses both substantive (knowing the law), as well as procedural tips (knowing how to act like an attorney). Learn how to prepare for the professional transition. 1:50 – 2:00 p.m. BREAK 2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (ATTORNEY ADVERTISING) ETHICAL ATTORNEY ADVERTISEMENT AND MARKETING This course will discuss how to advertise your legal services on the Internet. Learn how to design and operate your website, correspond with clients or prospective clients online, and use social media to maximize your business objectives. 3:00 – 3:10 p.m. BREAK 3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (FEE AGREEMENTS) EFFECTIVE FEE AGREEMENTS – DRAFTING AND PRESENTING This course will cover the essential elements of an effective retainer agreement including termination. Learn best practices for preparing fee agreements that help you get paid. 4:10 – 4:20 p.m. BREAK 4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS) ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS This course will cover the basic requirements for handling client funds. Learn how to establish and operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls. 5:30 – 6:30 p.m. NETWORKING SPEED MENTORING Meet and greet seasoned legal practitioners. SPONSORED BY www.calbarconnect.com Your State Bar of California Sponsored Insurance and Affinity Programs
  • 4. R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o vR e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v CANCELLATIONS/REFUND POLICY: Cancellations and requests for refunds must be received in writing no later than Tuesday, May 12, 2015 and are subject to a $25 service charge. Refunds will not be available after this date. QUESTIONS: For registration information call (415) 538-2508. Telephone registrations will not be accepted. For program content and/or CYLA information call (415) 538-2597. SPECIAL ASSISTANCE: For special assistance, please call (415) 538-2597. ON-SITE: Limited and subject to availability. Please register in advance. REGISTRATION INFORMATION PROGRAM SCHEDULE PRACTICAL SKILLS TRAINING SYMPOSIUM THURSDAY, MAY 21, 2015 – SAN FRANCISCO 8:30 – 9:00 a.m. REGISTRATION AND CONTINENTAL BREAKFAST 9:00 – 9:30 a.m. WELCOME 9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TRIAL PREP) PREPPING YOUR WITNESS AND PREPARING/TAKING A DEPOSITION This nuts and bolts course covers how to prepare your witness and multiple phases of discovery – from goal setting, through defending and trial conclusion. 10:30 – 10:40 a.m. BREAK 10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics) NEW ATTORNEY SKILLS: (ADR) PREPARING YOUR CASE FOR SUCCESSFUL RESOLUTION THROUGH MEDIATION In California, fewer than 5% of civil cases filed actually go to trial. Some actions are dismissed or terminated on motion, but most cases settle. Given this reality, you need to be ready for a successful mediation. This course will cover both practical and ethical considerations in the negotiation process. 11:40 – 11:50 a.m. BREAK 11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TECHNOLOGY) LEGAL CASE MANAGEMENT AND TECHNOLOGY LUNCH SPEAKER Hands on presentation of legal case management software and online tools. Take away essential tips on how to effectively manage your practice in the cloud. 12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (LPMT) TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE This course covers both substantive (knowing the law), as well as procedural tips (knowing how to act like an attorney). Learn how to prepare for the professional transition. 1:50 – 2:00 p.m. BREAK 2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (OPENING A LAW OFFICE) CORPORATE FORMATION AND FUNDING This course will cover the basics of forming a legal practice through common bridge funding transactions and basics of an initial equity funding round. The program includes a comparison between an equity funding involving angels, venture capitalists, and strategic investors. 3:00 – 3:10 p.m. BREAK 3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (ATTORNEY/CLIENT PRIVILEGE) ETHICAL OBLIGATIONS IN ATTORNEY-CLIENT PRIVILEGE Attorney-client privilege is one of the oldest and most important legal concepts. This course will cover the attorney work product doctrine, the duty of confidentiality under both Federal and California law, and a special focus on ethical obligations. 4:10 – 4:20 p.m. BREAK 4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS) ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS This course will cover the basic requirements for handling client funds. Learn how to establish and operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls. 5:30 – 6:30 p.m. NETWORKING SPEED MENTORING Meet and greet seasoned legal practitioners. FRIDAY, MAY 22, 2015 – LOS ANGELES 8:30 – 9:00 a.m. REGISTRATION AND CONTINENTAL BREAKFAST 9:00 – 9:30 a.m. WELCOME 9:30 – 10:30 a.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (DISCOVERY) WHEN TO OBJECT AND HOW TO CRAFT STRATEGIC RESPONSES This course highlights the importance of a discovery response. Learn the rules and the realities to discovery to maximize results and minimize frustration. 10:30 – 10:40 a.m. BREAK 10:40 – 11:40 a.m. – 1.0 Hour of CLE (which includes 0.5 Hour of Legal Ethics) NEW ATTORNEY SKILLS: (CLIENT INTAKE) MAKING GOOD CLIENT CHOICES Knowing which potential clients to accept can be a difficult task. This course will include best practices and strategies for new legal client intake and ethical considerations such as conflicts. 11:40 – 11:50 a.m. BREAK 11:50 a.m. – 12:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (TECHNOLOGY) LEGAL CASE MANAGEMENT AND TECHNOLOGY LUNCH SPEAKER Hands on presentation of legal case management software and online tools. Take away essential tips on how to effectively manage your practice in the cloud. 12:50 – 1:50 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (LPMT) TIPS FOR SURVIVING YOUR FIRST YEARS OF LEGAL PRACTICE This course discusses both substantive (knowing the law), as well as procedural tips (knowing how to act like an attorney). Learn how to prepare for the professional transition. 1:50 – 2:00 p.m. BREAK 2:00 – 3:00 p.m. – 1.0 Hour of CLE Credit NEW ATTORNEY SKILLS: (ATTORNEY ADVERTISING) ETHICAL ATTORNEY ADVERTISEMENT AND MARKETING This course will discuss how to advertise your legal services on the Internet. Learn how to design and operate your website, correspond with clients or prospective clients online, and use social media to maximize your business objectives. 3:00 – 3:10 p.m. BREAK 3:10 – 4:10 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (FEE AGREEMENTS) EFFECTIVE FEE AGREEMENTS – DRAFTING AND PRESENTING This course will cover the essential elements of an effective retainer agreement including termination. Learn best practices for preparing fee agreements that help you get paid. 4:10 – 4:20 p.m. BREAK 4:20 – 5:20 p.m. – 1.0 Hour of Legal Ethics NEW ATTORNEY SKILLS: (CLIENT TRUST ACCOUNTS) ETHICAL CONSIDERATIONS IN ESTABLISHING AND OPERATING CLIENT TRUST ACCOUNTS This course will cover the basic requirements for handling client funds. Learn how to establish and operate a Client Trust Account, best practices and tips for avoiding common ethical pitfalls. 5:30 – 6:30 p.m. NETWORKING SPEED MENTORING Meet and greet seasoned legal practitioners. SPONSORED BY www.calbarconnect.com Your State Bar of California Sponsored Insurance and Affinity Programs
  • 5. The State Bar of California and the California Young Lawyers Association (CYLA) are approved State Bar of California MCLE providers. R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v THESTATEBAROFCALIFORNIA CALIFORNIAYOUNG LAWYERSASSOCIATION 180HowardStreet SanFrancisco,California94105 THEANNUALPRACTICAL SKILLSTRAININGSYMPOSIUM THU, MAY 21, 2015 The State Bar of California 180 Howard Street, 4th Fl San Francisco, CA 94105 (415) 538-2000 FRI, MAY 22, 2015 The State Bar of California 845 S. Figueroa Street, 2nd Fl Los Angeles, CA 90017 (213) 765-1000 MAY21 TheStateBarofCalifornia 180HowardStreet,4thFl SanFrancisco,CA94105 (415)538-2000 MAY22 TheStateBarofCalifornia 845S.FigueroaStreet,2ndFL LosAngeles,CA90017 (213)765-1000 THE ANNUAL PRACTICAL SKILLS TRAINING SYMPOSIUM Earn 7 Hours M C LE (w hich includes Legal Ethics) C redits! Registration Online: www.cyla.calbar.ca.gov RegisterOnline: www.cyla.calbar.ca.gov Earn7HoursMCLE(whichincludes2.5LegalEthics)Credits! The Annual Practical Skills Training Symposium Bar Number:_________________ Name:_______________________________________________________________________ Firm:_________________________________________________________________________ Firm Address:_________________________________________________________________ City, State:______________________________________________ Zip Code:___________ Phone Number: _________________________ Fax Number:________________________ Email Address:________________________________________________________________ o Check here if you do not want your information released. Registration includes CLE Credits, Breakfast and Lunch, and Networking Event. REGISTRATION FEES (Due by 1pm on Tuesday, May 12, 2015) o $175 CYLA Members (All CA members that have been in practice for 5 years or less OR are 36 years old or younger.) o $270 Non-CYLA Members **Onsite registration fees are $195 for CYLA Members and $290 for Non-CYLA Members NETWORKING EVENT (RSVP Required) o I Plan to attend the Speed Mentoring networking event. AMOUNT ENCLOSED OR TO BE CHARGED $____________ CREDIT CARD INFORMATION (VISA/MasterCard Only) I authorize The State Bar of California to charge my program registration to my VISA/MasterCard account. (No other credit card will be accepted.) Account Number:____________________________________________________________ Expiration Date:______________________________________________________________ Cardholder’s Name:__________________________________________________________ Cardholder’s Signature:_______________________________________________________ Deadline: In order to pre-register, your form and check, payable to The State Bar of California, or credit card information, must be received by 1 pm on Tuesday, May 12, 2015. Register Online: www.cyla.calbar.ca.gov Mail To: Program Registrations, The State Bar of California, 180 Howard Street, San Francisco, CA 94105. Fax To: Program Registrations at 415-538-2368. In order to fax your registration, credit card information is MANDATORY. (Photocopies of checks will NOT be accepted.) (Required for email confirmation) (VISA or MasterCard only) Note: One registrant per form. Photocopies may be used. o May 21 • San Francisco o May 22 • Los Angeles REGISTRATION FORM PRSRTSTD U.S.Postage Paid Documation NON-PROFITORG U.S.Postage Paid Documation FirstClassPRSRTMail U.S.Postage Paid Documation FirstClassMail U.S.Postage Paid Documation Presorted BoundPrintedMatter U.S.PostagePaid Documation BoundPrintedMatter SinglePieceRate U.S.PostagePaid Documation THE STATE BAR OF CALIFORNIA CALIFORNIA YOUNG LAWYERS ASSOCIATION (CYLA) PRESENTS
  • 6. The State Bar of California and the California Young Lawyers Association (CYLA) are approved State Bar of California MCLE providers. R e g i s t e r O n l i n e w w w . c y l a . c a l b a r . c a . g o v THESTATEBAROFCALIFORNIA CALIFORNIAYOUNG LAWYERSASSOCIATION 180HowardStreet SanFrancisco,California94105 THEANNUALPRACTICAL SKILLSTRAININGSYMPOSIUM THU, MAY 21, 2015 The State Bar of California 180 Howard Street, 4th Fl San Francisco, CA 94105 (415) 538-2000 FRI, MAY 22, 2015 The State Bar of California 845 S. Figueroa Street, 2nd Fl Los Angeles, CA 90017 (213) 765-1000 MAY21 TheStateBarofCalifornia 180HowardStreet,4thFl SanFrancisco,CA94105 (415)538-2000 MAY22 TheStateBarofCalifornia 845S.FigueroaStreet,2ndFl LosAngeles,CA90017 (213)765-1000 THE ANNUAL PRACTICAL SKILLS TRAINING SYMPOSIUM Earn 7 Hours M C LE (w hich includes Legal Ethics) C redits! Registration Online: www.cyla.calbar.ca.gov Earn7HoursMCLE(whichincludesLegalEthics)Credits! RegisterOnline: www.cyla.calbar.ca.gov The Annual Practical Skills Training Symposium Bar Number:_ ________________ Name:_ ______________________________________________________________________ Firm:_ ________________________________________________________________________ Firm Address:_ ________________________________________________________________ City, State:_ _____________________________________________ Zip Code:_ __________ Phone Number: _________________________ Fax Number:________________________ Email Address:________________________________________________________________ o Check here if you do not want your information released. Registration includes CLE Credits, Breakfast and Lunch, and Networking Event. REGISTRATION FEES (Due by 1pm on Tuesday, May 12, 2015) o $175 CYLA Members (All CA members that have been in practice for 5 years or less OR are 36 years old or younger.) o $270 Non-CYLA Members **Onsite registration fees are $195 for CYLA Members and $290 for Non-CYLA Members NETWORKING EVENT (RSVP Required) o I Plan to attend the Speed Mentoring networking event. AMOUNT ENCLOSED OR TO BE CHARGED $____________ CREDIT CARD INFORMATION (VISA/MasterCard Only) I authorize The State Bar of California to charge my program registration to my VISA/MasterCard account. (No other credit card will be accepted.) Account Number:_ ___________________________________________________________ Expiration Date:_ _____________________________________________________________ Cardholder’s Name:__________________________________________________________ Cardholder’s Signature:_______________________________________________________ Deadline: In order to pre-register, your form and check, payable to The State Bar of California, or credit card information, must be received by 1 pm on Tuesday, May 12, 2015. Register Online: www.cyla.calbar.ca.gov Mail To: Program Registrations, The State Bar of California, 180 Howard Street, San Francisco, CA 94105. Fax To: Program Registrations at 415-538-2368. In order to fax your registration, credit card information is MANDATORY. (Photocopies of checks will NOT be accepted.) (Required for email confirmation) (VISA or MasterCard only) Note: One registrant per form. Photocopies may be used. o May 21 • San Francisco o May 22 • Los Angeles REGISTRATION FORM PRSRTSTD U.S.Postage Paid Documation NON-PROFITORG U.S.Postage Paid Documation FirstClassMail U.S.Postage Paid Documation Presorted BoundPrintedMatter U.S.PostagePaid Documation BoundPrintedMatter SinglePieceRate U.S.PostagePaid Documation THE STATE BAR OF CALIFORNIA CALIFORNIA YOUNG LAWYERS ASSOCIATION (CYLA) PRESENTS