Conference Sessions this year will be divided into 3 tracks: Probate/Estate Planning, Family Law, and Business Development. Mix and Match - no need to preselect your classes. Schedule best viewed on desktop/PC. |
SESSIONS WILL BEGIN AT 2PM ON THURSDAY, OCT. 9 AND CONCLUDE AT 3PM ON SATURDAY, OCT. 11 - DETAILED SCHEDULED BELOW. PROBATE & ESTATE PLANNING:
FAMILY LAW:
BUSINESS DEVELOPMENT:
GENERAL:
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TIME ACTIVITY 11:00AM to 1:00PM Optional - Sacramento County Public Law Library Tour Space is limited - REGISTER HERE 12:00PM to 6:00PM Registration Table Open 2:00PM to 3:30PM BREAK OUT SESSIONS: All Aboard! Probate & Estate Planning - 1.5 hours MCLE Ancillary Estate Planning Documents: Pour Over Will, Power of Attorney Financial, Power of Attorney Health Care, HIPAA etc. Natasha Oden, Esq. Family Law - 1.5 hours MCLE Simple Dissolution of Marriage v. Legal Separation (FL-100, FL-110, FL-115, FL-150, FL-160, FL-170, FL-180, FL-190) Nancy Newlin, Colusa Legal Support Services Business Development - 1.5 hours Non-MCLE Is Your LDA Business on Life Support? Channeling the Entrepreneurial Mindset David Muñoz, Union M 3:30PM to 4:00PM VISIT EXHIBITORS - Anchors Aweigh! 4:00PM to 5:30PM PLENARY SESSION: Stay Above Board! General - 1.5 hours MCLE THE THREE PILLARS: Compliance with Business and Professions Code, Avoiding UPL, Ethics Richard Lubetzky, Esq. 5:30PM to 7:00PM WELCOME MIXER - Setting Sail for a Great Conference! |
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TIME ACTIVITY 6:30AM to 8:30AM Breakfast available to Hotel Guests 8:00AM to 5:00PM Registration Table Open 8:00AM to 2:00PM COMPLIMENTARY HEADSHOT PHOTOS with Olivers Captured Moments 8:00AM to 5:00PM Exhibitor Area Open 8:30AM to 10:00AM BREAK OUT SESSIONS: Getting Underway... Probate & Estate Planning - 1.5 hours MCLE Court Accounting 101: From Inventory & Appraisal to Preparing Schedules, including GC-400(SUM) Tammara Brown, CA Legal Docs Family Law - 1.5 hours MCLE When to Process a Nullity (Annulment) (FL-100) / When to ask for a Nunc Pro Tunc Judgment (FL-180) Jenny Barei, Sacramento Legal Documents Business Development - 1.5 hours Non-MCLE Client Acquisition & Marketing: Building Relationships and Generating Referrals Conner Brown, Caffeinated Closings 10:00AM to 10:30AM COFFEE BREAK & VISIT EXHIBITORS 10:30AM to 12:00PM BREAK OUT SESSIONS: Hoist the Mainsail! Probate & Estate Planning - 1.5 hours MCLE Court Accounting 102: Preparing and Submitting Petition, including Schedules Tammara Brown, CA Legal Docs Family Law - 1.5 hours MCLE When and Why? Marital Settlement Agreement v. Stipulated Judgment Elizabeth Olvera, JD, Olvera & Associates Business Development - 1.5 hours Non-MCLE Nobody Lives Forever: Preparing your Business for the Unexpected...and the Inevitable Soojin Kim, Esq. 12:00PM to 1:30PM Let's Do Lunch! (No-host meal break) 1:30PM to 2:00PM VISIT EXHIBITORS - Enjoy the Scenery! 2:00PM to 3:30PM BREAK OUT SESSIONS: Smooth Sailing Ahead... General - 1.5 hours Non-MCLE How to make your local County Recorder your BFF John Tuteur, Assessor-Recorder-County Clerk, County of Napa Business Development - 1.5 hours MCLE Creating an LDA Business Model that Stays within the Lines Christopher Stefan, Esq. 3:45PM to 5:00PM SPEED MENTORING - Choose 3 different roundtable topics (sign-ups at Registration Table) 5:30PM to 6:30PM HAPPY HOUR 6:30PM to 9:30PM EVENING OF EXCELLENCE - Dinner with your CALDA Crew |
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TIME ACTIVITY 7:00AM to 8:30AM Breakfast available to Hotel Guests 8:00AM to 3:00PM Registration Table Open 8:00AM to 2:00PM Exhibitor Area Open 8:30AM to 10:00AM PLENARY SESSION: All Hands on Deck! General - 1.5 hours Non-MCLE CALDA at Work for You: Advocating Behind the Scenes Amy O'Gorman Jenkins, Precision Advocacy Mary Creasey, Precision Advocacy Chester Ruiz, CALDA Legislative Chair 10:00AM to 10:30AM COFFEE BREAK & VISIT EXHIBITORS 10:30AM to 12:00PM BREAK OUT SESSIONS: Stay on Course! Probate & Estate Planning - 1.5 hours MCLE Simplified Trust Administration: From Understanding the Trust through Distribution Rex Crandell, Esq., CPA Family Law - 1.5 hours MCLE Disclosures: Community Property v. Separate Property Elizabeth Olvera, JD, Olvera & Associates Business Development - 1.5 hours Non-MCLE Scaling Up: Taking Your Business to the Next Level Conner Brown, Caffeinated Closings 12:00PM to 1:30PM LUNCH & PRIZES / GIVEAWAYS: Limbo on the Lido Deck, Anyone? 1:30PM to 3:00PM BREAK OUT SESSIONS: Keep an Even Keel... Probate & Estate Planning - 1.5 hours MCLE New for Probate in 2025: AB2016. Drafting the Petition to Determine Succession to Primary Residence Helen M. Bellamy, JD, Judicial Self-Help Center Ian Duncan, Guideway Legal Document and Mediation Services Family Law - 1.5 hours MCLE Retirement Division: Qualified Domestic Relations Orders (QDROs) Natasha Tang-Mendoza, QDRO Counsel 3:00PM Land-Ho! Coming into Port: CONCLUSION OF CONFERENCE |
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