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Symposium on Virtual & Hybrid Trial Proceedings

April 20, 2021 @ 9:00 am April 22, 2021 @ 1:00 pm

Presented by the Law Practice and Technology Management Section and the Solo and Small Firm Section.

The Symposium is composed of the following programs:

Purchase one or more of the programs today. Save 15% off each program when you purchase more than 1. Offer ends April 20 at 11 AM.

April 20, 2021 @ 9 AM | Best Practices for Virtual & Hybrid Legal Proceedings

This program offers 1 participatory MCLE credit.

Not every judge or lawyer is ready for virtual court appearances, the key is to be prepared when it is your time.  Shannon and Alicia will present on navigating the new world of virtual courtrooms, providing best practices to prepare for a deposition, arbitration, trial or any other online proceeding. We will discuss preparing for trial, jury selection, witness examination, and other general suggestions for appearing in this new online environment.  

Attendees will learn:

  • How are courts handling the backlog of cases
  • General concerns of online proceedings 
  • Tips on legal project management and preparing your case for trial
  • How online jury selection looks
  • Practical tips for preparing a witness 

Speaker: Shannon Bales

Shannon Bales is an expert in trial technology, legal technology, and electronic discovery. He is the author of The Trial Presentation Companion, which is a 400-page comprehensive manual on electronic evidence published by the National Institute for Trial Advocacy. Shannon works in litigation support at Munger, Tolles & Olson LLP, and serves on the California Lawyers Association Law Practice Management and Technology (LPMT) Section Executive Committee. He has delivered eDiscovery training for the White House Executive Office and has been an advisor on litigation support technology and investigations for the United Nations War Crimes litigation in Cambodia and Rwanda. Shannon is an Adjunct Professor at UCLA on Trial Technology and Fact Analysis tools, and was recognized in 2020 as an ILTA Distinguished Peer Nominee.

Moderator: Alicia Aquino

Alicia Aquino is an NCRA accredited Trial Technology Consultant and a member of the American Society of Trial Consultants. As a seasoned veteran in the legal industry, she provides a comprehensive suite of trial support services to help legal teams prepare for and succeed at trial, whether it is in-person or remotely. Alicia is well-versed in legal project management, jury research, mock trials, graphics, and presentation of evidence.

Her passion to help others is demonstrated through her work, empowering women, fostered youth, and the LGBTQ+ community. Alicia is a community leader and very active within San Diego County; she currently serves as President of the Tom Homann LGBTQ Law Association Foundation Board, is a founding advisory board member of the Online Courtroom Project and committee member of the ABA Women of Legal Tech Summit. She also sits on various committees with the Lawyers Club of San Diego and Women in e-Discovery, San Diego Chapter. 

April 20, 2021 @ 10:15 AM | Powerfully Pitched Presentations

This program offers 1 participatory MCLE credit.

Virtual & hybrid trials require a heightened emphasis on visual communication. Lawyers can be more successful in trial by effectively using graphics to communicate how evidence might be interrelated, to display timelines & progressions, and to break down elements in a crime scene.

This presentation will teach the basics of creating and delivering a successful presentation in support of attorneys and/or witnesses. We will begin with the basic elements of story development and work our way through initial template creation, simple design tips and an introduction to PowerPoint production.

Next, we will introduce you to the concepts of proper protocol for working with a trial presentation technician. This includes best practices for file types, scouting the venue for equipment layout and practicing with your trial team.
Attendees will learn:

  • How to organize your story
  • Introduction to design and PPT production
  • Working with a trial technician

Speaker: Shannon Bales

Shannon Bales is an expert in trial technology, legal technology, and electronic discovery. He is the author of The Trial Presentation Companion, which is a 400-page comprehensive manual on electronic evidence published by the National Institute for Trial Advocacy. Shannon works in litigation support at Munger, Tolles & Olson LLP, and serves on the California Lawyers Association Law Practice Management and Technology (LPMT) Section Executive Committee. He has delivered eDiscovery training for the White House Executive Office and has been an advisor on litigation support technology and investigations for the United Nations War Crimes litigation in Cambodia and Rwanda. Shannon is an Adjunct Professor at UCLA on Trial Technology and Fact Analysis tools, and was recognized in 2020 as an ILTA Distinguished Peer Nominee. 

Moderator: John Muir Whitney

John Whitney is a Managing Director at FTI Consulting and is based in San Francisco. As a member of the Trial Services group in the Forensic & Litigation Consulting segment, he is responsible for creating graphics and presentations that help drive decisions. His primary focus is helping attorneys in complex disputes. His expertise spans across areas of litigation and industries, including IP, pharmaceuticals, toxic tort, manufacturing, product liability, computer software and hardware, electronics, telecommunications networks, and insurance defense.

He has worked with legal teams from firms that include: Quinn Emanuel Urquhart & Sullivan; Akin Gump Strauss Hauer & Feld; Munger Tolles & Olson; Cooley; and Perkins Coie. His representations have included work on behalf of Merrill Lynch, Fidelity Investments, McDonnell Douglas, Abbott Laboratories, craigslist, Sony, BNSF Railway, Tyco and Fox Studios. Additionally, Mr. Whitney brings years of corporate communications and design experience for companies that include eBay, GMAC, Pingora Asset Management, and Adobe.

April 21, 2021 @ 12 PM | Successful Virtual Communication

This program offers 1 participatory MCLE credit.

This course provides attorneys – both from law firms and those inside of legal departments – with an in-depth understanding of how they can utilize virtual communication to its fullest potential when running a remote or semi-remote law practice. From representing clients to managing cases to appearing in court, much of the day-to-day operations of a law firm are happening virtually. The course is designed to help attorneys excel at video communications whether it’s a new business pitch, leading a virtual client meeting, hosting a webinar, or conducting hearings, depositions and even trials online.

The program will address:

  • Managing a virtual law practice, including remote hearings, mediations and more.
  • Making a successful virtual first impression, including technical considerations to maximize your remote setup.
  • Virtual strategic communication: Crafting a winning message and focusing on delivery.
  • Presentation skills: Looking the part and communicating effectively.
  • State of the media during the COVID-19 pandemic, and tools to work with the media as part of your business development efforts.
  • Your role as counsel and strategies for in-house legal departments during crisis situations.

Speaker: Monica Smith

Monica Smith oversees the media relations and content client teams at Poston Communications, a national public relations, content and crisis agency. With a 20-year career in legal marketing, she blends her commitment to details with a strategic perspective to ensure clients’ business development needs are met.

Additionally, Monica advises CEOs and company / firm management on issues related to leadership, succession planning and communications. She helps them connect with their constituents – partners, employees and clients – on matters related to change, growth and crisis. Her clients have included law and accounting firms, financial services organizations and nonprofits, among others. She welcomes the opportunity to guide organizations in a positive direction, even when the issue at hand is stressful. 

Monica began her career in an Orlando-based public relations agency, working with a global law firm client. She then moved into an in-house role at that law firm, working with national industry groups, the Women’s Initiative and all of the firm’s Florida offices. She also worked in-house as marketing director of an Atlanta accounting firm before becoming a consultant.

Moderator: Jackie Labrecque

Jackie Labrecque, an award-winning and Emmy nominated television journalist, helps lead communications strategy and content, specifically supporting Poston Communications’ powerhouse crisis team and Poston’s video division. With nearly 15 years of experience producing compelling storytelling in an array of industries, Jackie works alongside clients from concept to on-camera coaching to the polished, edited piece. When the stakes couldn’t be higher, Jackie expertly guides clients through the intricate web of effective response to include media relations, internal communications and social media strategy.

Jackie’s career as a news reporter and anchor spanned the United States, in markets from Maine to Oregon. She covered presidential campaigns, high-profile court cases, government accountability, military affairs and complex legal matters. Jackie regularly covered the court beat, politics and health care, and seeing the world from that side of the lens uniquely positions her to help clients tell their best stories.

April 21, 2021 @ 1:15PM | Trust and Estate Litigation in a Remote World

This program offers 1 participatory MCLE credit.

Remote, remote, remote, the world is changing. Peter Lanuti & Vito Bochnewich were once opposing counsel on a contested trust matter. Now respected colleagues, they will review new procedures  regarding remote appearances, remote depositions, and remote mediations.  Highly experienced in probate/trust litigation they will inform and entertain you with issues, strategies, experiences and war stories from the courtroom.

Speakers: Peter M. Bochnewich and W. Vito Lanuti

Peter M. Bochnewich, Esq. is a litigator and trial attorney with a highly regarded focus on trust and estate litigation. Peter is regularly in court on a broad variety of trust and estate matters and has appeared in most probate courts in Southern California.  Peter and his firm are regularly in trial and handle a great volume of law and motion matters before probate and civil courts.  Peter has experience in all phases of the complex and emotionally charged world of trust and estate litigation. 

Peter graduated Central Connecticut State University with a B.S. in Business Management (1981).  After eight years in the corporate world with major corporations, Peter earned his law degree from California Western School of Law, San Diego, CA, (1992).  Peter has been President and Trustee of the Desert Bar Association and received a lifetime achievement award in 2018. Peter has been selected by Palm Springs Life magazine as a “Top Lawyer” in the Coachella Valley, 2013-2020/Current. Peter is an Approved Mediator for the Riverside County Superior Court. Peter is a member and prior President of the Desert Estate Planning Council and a current board member of Inland Empire Estate Planning Seminar (IEEPS).

W. Vito Lanuti received his undergraduate degree from Southern Illinois University in 1974 and his JD from Western State University College of Law in 1978.  He was Certified as a Legal Specialist in Estate Planning, Trust, and Probate Law, by the State Bar of California, Board of Legal Specialization in 2000 and continues to hold the designation.

He has served as an editor for CEB California Powers of Attorney and Health Care Directives. Vito has extensive speaking experience giving estate planning lectures to CPAs, financial advisors, and insurance agents. He is the proud developer of the web application TAAP Fiduciary Accounting Modules™ and California Intelligent Trust Settlement System™.   https://taapsoft.com

Vito’s practice includes high net worth estate planning for real estate owners, business owners and a few recognizable star athletes add a little spice to the practice.  These cases ripen into trust administrations, probates and trust/probate litigation; involving breach of trust, failure to fund ABC trusts, elder abuse, undue influence, and capacity issues.  

April 22, 2021 @ 9 AM | Getting Your Technology Ready for Trial

This program offers 1 participatory MCLE credit.

Remote court appearances and Trials are here to stay, no matter how quickly we recover from the COVID-19 pandemic. Join us in this interactive session where Alicia Aquino and Shannon Bales shares tips on how to look your best, sound your best and present evidence in a seamless manner.

Attendees will learn:

  • How appearing online is different than in person
  • General understanding between the meeting platforms 
  • How to use the meeting features in a remote court appearance
  • Preparing your home studio
  • How to present the evidence efficiently

Speaker: Shannon Bales

Shannon Bales is an expert in trial technology, legal technology, and electronic discovery. He is the author of The Trial Presentation Companion, which is a 400-page comprehensive manual on electronic evidence published by the National Institute for Trial Advocacy. Shannon works in litigation support at Munger, Tolles & Olson LLP, and serves on the California Lawyers Association Law Practice Management and Technology (LPMT) Section Executive Committee. He has delivered eDiscovery training for the White House Executive Office and has been an advisor on litigation support technology and investigations for the United Nations War Crimes litigation in Cambodia and Rwanda. Shannon is an Adjunct Professor at UCLA on Trial Technology and Fact Analysis tools, and was recognized in 2020 as an ILTA Distinguished Peer Nominee.  

Moderator: Alicia Aquino

Alicia Aquino is an NCRA accredited Trial Technology Consultant and a member of the American Society of Trial Consultants. As a seasoned veteran in the legal industry, she provides a comprehensive suite of trial support services to help legal teams prepare for and succeed at trial, whether it is in-person or remotely. Alicia is well-versed in legal project management, jury research, mock trials, graphics, and presentation of evidence.

Her passion to help others is demonstrated through her work, empowering women, fostered youth, and the LGBTQ+ community. Alicia is a community leader and very active within San Diego County; she currently serves as President of the Tom Homann LGBTQ Law Association Foundation Board, is a founding advisory board member of the Online Courtroom Project and committee member of the ABA Women of Legal Tech Summit. She also sits on various committees with the Lawyers Club of San Diego and Women in e-Discovery, San Diego Chapter. 

April 22, 2021 @ 10:15 AM | Remote Proceedings – Preparation Tools and Tactics

This program offers 1 participatory MCLE credit.

Discover how to take your proceeding practices from the physical world to a virtual setting.  This webinar will cover the following:

  • Working remotely is the new normal
  • Preparing for a remote proceeding
  • A look at the components of a virtual proceeding
  • Technical requirements and setup
  • Preparing the witness
  • Reporter’s opening statements and best practices
  • Resources available – articles, checklists, video tutorials

Speaker: Clare Foley

As Director of Sales, Clare leads a dynamic group of service and technology focused professionals who provide solutions to law firms and corporations of all sizes.

Over the last 25 years in the legal services industry, Clare has become a hands-on strategist with a commitment to bringing innovative discovery and trial-focused technology to clients.

Clare is an accomplished transformational leader as well as a renowned speaker who routinely provides CLEs to Veritext clients and addresses at industry events. Clare is also a contributing author to several trade publications.

Moderator: Nick Rishwain

Free Sessions for all Attendees

The following zoom webinars are provided free of charge to all attendees:

  • Trial Presentation Software Demonstration: OnCue
  • Managing and Presenting Evidence in a Virtual or Hybrid Setting with TrialDirector 360
April 20, 2021 @ 11:30 am | Trial Presentation Software Demonstration: OnCue

Free event, no MCLE. Zoom link will be emailed to all registrants on April 19, 2021.

OnCue is everything you need in a trial presentation system—meaningful features to get time-consuming tasks done in record time. Trial Presentation professionals designed OnCue from the ground up
Speaker: Robb Helt

April 21, 2021 @ 2:30 pm | Managing and Presenting Evidence in a Virtual or Hybrid Setting with TrialDirector 360

Free event, no MCLE. Zoom link will be emailed to all registrants on April 19, 2021.

Attendees will learn the basics of managing and presenting evidence in a virtual or hybrid setting with TrialDirector 360. This program will also explore six easy to use features of TrialDirector 360 that will make organizing and working with different types of evidence easier. The session will close with presentation tips and tricks that will assist you with presenting in a virtual environment.

Speaker: Derek Miller

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