CAPA 28th Annual Educational Conference​ 2016

Riverside, CA

Jun 25, 2016

The California Alliance of Paralegal Associations (CAPA) is a statewide non-profit, mutual benefit corporation dedicated to the advancement of the paralegal profession and the proposition that paralegals gain strength through alliance. Every year CAPA holds an Educational Conference in different location then the proceeding year providing several hours of general and ethical continuing education to paralegals from across the state. Each CLE course is approved by the State Bar of California. CAPA's conference helps paralegals maintain compliance with B&P Code 6450 et. seq. In addition, CAPA is able to secure distinguished keynote speakers to provide even more insight into the legal profession.
The Educational Conference is generally held in June and is a full day comprised of breakfast & lunch, networking, various legal topics, outstanding keynote addresses, vendors, raffle prizes, games, and an evening reception.
This year, CAPA has lined up three to four after the event offerings in and around Riverside, CA. so that you can spend your time soaking in all that Riverside has to offer while networking the night away.

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Brett Christensen

Public Services Librarian, Riverside County Law Library

Bio: Bret Christensen is a 12 year veteran of assisting the public as a Librarian and presently serves as the Public Services Librarian at the Riverside County Law Library. Bret speaks, writes articles, and creates media of all kinds on the topic of how to conduct research for attorneys, paralegals, and pro se litigants. His blog at is but one example of his dedication to spreading the religion that, with a little effort, legal research is easy and that anyone can learn the finer techniques of the trade. Bret has won the Excellence in Marketing Award for Best Newsletter and Best Campaign from the American Association of Law Libraries and presently teaches 9- and 6-hour Continuing Legal Education refresher courses as well as a number of mini one-hour classes for legal professionals on what they should have learned in school about how to conduct legal research, but probably forgot.

Bruce Colodny

Managing Partner, Law Offices of Bruce Colodny

Bio: Since founding the Law Offices of Bruce Colodny 33 years ago and 19 years ago, Attorney Bruce Colodny has focused his practice on both California and Federal cases involving firearms, weapons, and related matters. He has successfully defended criminal prosecutions against both State and Federal criminal charges involving machine guns, silencers, destructive devices, unregistered “assault weapons”, use of firearms for self-defense, brandishing, assault, loaded and concealed weapons, weapons in airports, unlawful sales, unlawful discharge, shooting in restricted areas, and he has represented numerous firearms dealers, importers and manufacturers in licensing matters with the California Department of Justice Bureau of Firearms and the Federal Bureau of Alcohol, Tobacco, Firearms and Explosives. He is a graduate of University of California, Irvine (B.A., 1977) and Southwestern University School of Law, Los Angeles (J.D., 1982). Attorney Bruce Colodny has educated and warned California gun owners of the many “legal traps” they face through his website, as a frequent guest on radio and television, legal instructor at firearms training classes, author for gun magazines, speaking to numerous clubs and groups, providing free firearms legal information as an exhibitor at gun shows, and distributing his wide variety of free advisory legal guides for California gun owners through sporting goods stores and ranges. He is regularly contacted by television and newspaper reporters for interviews and comments on legal issues and court decisions. He has been an instructor on the subject of firearms law at continuing legal education seminars for other attorneys who frequently consult him and refer a wide variety of complex firearm cases. Always active in organizations that support the Second Amendment, Attorney Bruce Colodny became a life member of the National Rifle Association (NRA) in 1977 and he has been a guest speaker at many Friends of the NRA Dinners and NRA Members Councils. After joining the California Rifle and Pistol Association (CRPA) as a life member in 1983, Bruce has served on the CRPA Board of Directors continuously for the last 26 years. Bruce Colodny is a trophy winning and competitive shooter including trap, skeet, sporting clays, high power rifle and NRA short course pistol. He is also collector of firearms with a primary interest in pre-1946 curio or relic firearms.

Carole Buckner

Dean, St. Francis School of Law, St. Francis School of Law / Baker College

Bio: Carole J. Buckner is the Dean of St. Francis School of Law, located in Newport Beach California, and President of Buckner Law Corp. located in Irvine.  She has extensive experience in both civil and criminal law.  She is a member of the California State Bar’s Committee on Mandatory Fee Arbitration.   Carole served as the chair of the California State Bar’s Committee on Professional Responsibility and Conduct (COPRAC), and served on that committee for six years.  She is also a member and past chair of the LA County Bar Association’s Professional Responsibility and Ethics Committee and currently co-chairs the OC Bar Association’s Professionalism and Ethics Committee.  She is a member of the Orange County Bar Association’s Civility Task Force.  She writes and speaks extensively on legal ethics and professional responsibility, and has served as contributing editor of the Ethically Speaking column in the OC Lawyer Magazine since 2006.   From 2001 through 2010, Dean Buckner taught at Western State University College of Law.  She then served as Dean and Chief Academic Officer of Abraham Lincoln University School of Law, and as Associate Dean of Concord Law School.  Dean Buckner has taught many law school courses including Professional Skills (legal research and writing, drafting pleadings), Civil Procedure, Professional Responsibility, Real Property, Evidence, UCC, Contracts, Torts, Remedies, Contemporary Professional Ethics and Legal Ethics & Business Representation.    She has practiced business, commercial, real estate and employment litigation in private law firms, and as in-house counsel for a publicly traded company.  More recently, she served as a federal prosecutor in the Central District of California, handling white collar cases as a Special Assistant United States Attorney.  Currently, she consults in the areas of legal ethics and professional responsibility. She has a J.D. from the University of California, Hasting College of the Law, and graduated with Honors from the University of California, Berkeley, with a B.A. in Economics.

David Pasternak

Attorney, Pasternak & Pasternak A Law

Bio: David Pasternak is a member of Pasternak & Pasternak, A Law Corporation in Century City. In addition to his civil litigation practice, since 1982, he has been appointed as a state and federal court receiver, a provisional director, referee, special master, and Bankruptcy Court Custodian hundreds of times, and has represented and advised other receivers and provisional directors in hundreds of other cases. His receivership appointments include all sorts of equity, regulatory, rents-and-profits, marital dissolution, and collection of judgment receiverships. He was named on the approved receivers list that was previously maintained by the Los Angeles Superior Court. As a receiver, he has operated commercial, residential and industrial properties throughout Southern California, including the Long Beach World Trade Center, other office buildings, and a Big Bear resort facility. His business appointments include escrow companies, a car wash, a hospital, aged care facilities, an orthopedic surgery office, clothing and other manufacturers, a website design and maintenance business, and a variety of other retail and service businesses. He also has served as a health and safety code receiver for many California cities and municipalities, and has collected medical and other accounts receivable for judgment debtors and others. He has served as a Receiver many times at the request of the California Attorney General, Los Angeles District Attorney, and the California Department of Corporations. He also currently serves as a Receiver in a real estate fraud criminal case (People v. Aquayo) at the request of the California Attorney General. He possesses approximately 60 Southern California real properties in that receivership. He also currently serves as the Receiver of California's largest low income housing developer, in a case in which he discovered fraudulent activity that exceeded $100 million and has resulted in a federal grand jury indictment. He is currently serving as the President of the California State Bar, after previously serving as the first member of the California State Bar Board of Trustees appointed by the California Supreme Court. He is a past President of the Los Angeles County Bar Association, a former chair of its Litigation Section, a former President of its Barristers Section, and Chair of its Senior Lawyers Division. He has chaired many committees for the American Bar Association, Los Angeles County Bar Association, and Beverly Hills Bar Association, among others. He is a founding Co-Chair of what is now the Los Angeles/Orange County branch of the California Receivers Forum, and a member of its Board of Directors. He regularly writes and speaks about receivership practice. He also has served on a number of California Judicial Council and Los Angeles Superior Court committees, including some bench/bar committees that revised the Los Angeles Superior Court rules. He has served a three year term as a member of the California Judicial Council, as an attorney delegate to the 9th Circuit Judicial Conference, and as President of the Chancery Club.

Dimple Mehra

Bankruptcy Auditor, U.S. Department of Justice Office of the United States Trustee

Bio: Dimple Mehra has a legal and forensic accounting background.  She has a Bachelors in Business Administration and a Masters in Accounting.  She has been a Bankruptcy Auditor in the Riverside Field Office for 3½ years. Prior to that she was a Forensic Accountant in the private sector.  She is also a Certified Fraud Examiner.

Donna Dupree

Advanced Certified Paralegal Specialist, USDOJ/USTP

Bio: Donna F. Dupree, ACP, has been employed by the U.S. Trustee Program’s Riverside District Office as a Paralegal Specialist since 2005. Prior to that time, she was the lead paralegal to Franklin C. Adams, Director of Bankruptcy Practice at Best Best & Krieger, LLP.  She has worked in the legal field since obtaining certification in Word Processing at Riverside Community College in 1985. She has worked as a paralegal since 1995 and obtained her Paralegal Certificate from the University of California Riverside’s Paralegal Program in 2000. She also obtained her credentials from the National Association of Legal Assistants in 2002 as well as advanced credentials in all aspects of Bankruptcy Law in 2003, and advanced credentials in the area of Discovery in 2012.  Ms. Dupree is a past president of Inland Counties Association of Paralegals (2006) and a recipient of NALA’s Affiliated Associations Outstanding Contribution Award in 2007.

Doug Carner

President, Forensic Protection

Bio: Doug Carner is an audio-video-image enhancement and authentication expert.  His career spans thousands of cases in nearly every jurisdiction, and is featured in legal and trade publications.  He operates an international forensic laboratory, serves on forensic boards and committees, is industry certified, is an industry trainer and software tester, pioneered industry methods, and is the lead programmer of forensic enhancement and analysis software relied upon by analysts and law enforcement worldwide.  Mr. Carner is widely praised by both defense and prosecution for aiding in quick settlements, and his expert opinions have helped to discredit junk science.  In his spare time, he donates his skills to innocence projects, law enforcement, the restoration of historical recordings, and leading an international forensics group.

Heather Rosing

Shareholder and CFO, Klinedinst

Bio: Heather L. Rosing serves as the Chairperson of the Professional Liability Department, working with a team of Klinedinst lawyers across the state in the defense of professionals such as lawyers and accountants. Ms. Rosing has developed a nationwide reputation for her experience and skill in litigating complex malpractice and fraud cases and in advising in the areas of ethics and risk management. Ms. Rosing also serves as a consultant and expert witness in the areas of fee disputes, professional responsibility, privileges, and attorney duties. Ms. Rosing is certified as a specialist in Legal Malpractice Law by the State Bar of California Board of Legal Specialization. Ms. Rosing has represented numerous lawyers and other professionals in hundreds of cases and matters in State Court, Federal Court, and arbitration proceedings. Her track record includes notable victories, both by way of motion and at trial. In addition to serving as the Department Chairperson, Ms. Rosing has served as the Chief Financial Officer since 2006. As a member of the Klinedinst Board of Directors and Executive Committee, she also serves as one of the managing attorneys of the 130 employee firm. Ms. Rosing serves as Vice-President for the State Bar of California. Before beginning her term in 2014, she served as Treasurer of the organization in 2013. Ms. Rosing served for six years on the Board of Directors of the San Diego County Bar Association (SDCBA), a 10,000 member organization. In 2008, she served as its President, spearheading a countywide campaign to highlight civility and professionalism in the practice of the law. Her service on the Board of Directors was preceded by two years as the co-chairperson of the SDCBA’s Legal Ethics Committee. She also volunteered her time to lead a SDCBA committee to establish a pro bono program to assist San Diegos’ active duty military personnel under the Service members Civil Relief Act. It is one of the first of its kind in the country. For her work on behalf of the organization, it honored her with its “Service to the SDCBA” Award in 2012. Ms. Rosing also previously served on the board of directors of the San Diego Volunteer Lawyer Program. She co-chaired the organization’s first ever LAF-Off in 2007, and co-chaired the event through its conclusion in 2013. She is also active in Lawyers Club of San Diego, having served as the golf tournament chairperson and newsletter editor.

Jackson Lucky

Judge, Superior Court of California, Riverside

Bio: In 2008, Judge Jackson Lucky was appointed to the Superior Court of California by Governor Arnold Schwarzenegger. Before becoming a judge, Jack was a prosecutor in the Riverside County District Attorney’s Office. He tried over 50 jury trials, specializing in sexual assault, child abuse, and gang cases. Jack instituted the first injunction against criminal street gangs in Riverside County history. Judge Lucky received his bachelor’s in fine arts from DePaul University, and his juris doctor, magna cum laude, from Southwestern Law School.

Mark Johnson

Superior Court Judge, Riverside County California Superior Court

Bio: Judge Mark E. Johnson has served as a Superior Court Judge in Riverside County since May 2009. In addition to other duties, he currently presides over the Riverside County Veterans Court. Judge Johnson was appointed by Governor Arnold Schwarzenegger as a Superior Court Judge in May 2009 and was reelected to the position in June 2010. Since his appointment, Judge Johnson has been assigned to civil, probate, felony trial, and mental health and veterans courts. Judge Johnson also serves on the Riverside Superior Court’s criminal law advisory committee; the Riverside County Veterans Advisory Committee; the Board of Directors of Inland Empire Champions for Collaborative Courts, a charitable foundation supporting the collaborative courts of Riverside and San Bernardino Counties; and the Board of Directors for U.S. Vets, March Air Force Base. Judge Johnson has also served as a consultant for Washington D.C. based American University on issues relating to veterans courts. Beginning in August 2011, Judge Johnson chaired a committee comprised of several Riverside County agencies and the United States Department of Veterans Affairs to develop the first Riverside County Veterans Court. The Court was opened on 1 January 2012 and has been in operation since that date. The Court now presently supervises an average of 50 veterans on probation suffering from military related trauma such as post-traumatic stress disorder and traumatic brain injury who have served in combat in Vietnam, Grenada, Bosnia, Kosovo, Panama, Djibouti, Iraq and Afghanistan. Judge Johnson is also a retired Colonel of the United States Army Reserve. During 28 years of active and reserve service, Judge Johnson served in a variety of positions, to include command judge advocate, company commander, battalion commander, and division chief of operations. His service included a deployment to Baghdad, Iraq from 2003-2004, where he served as the Chief of the Government Support Team, 1st Cavalry Division. For his service in this position and his role in the development of democracy in the Republic of Iraq, Judge Johnson was awarded the bronze star medal by General Peter Chiarelli in 2004 and personally honored by United States Senator Dianne Feinstein in a ceremony held in Riverside in 2005. Judge Johnson has received numerous awards and decorations from the military, to include the Legion of Merit, the Bronze Star Medal, five awards of the Meritorious Medal, the Iraq Campaign Medal, the Korean Defense Service Medal, the Combat Action Badge, the Parachutist’s Badge, as well numerous other awards and decorations. Judge Johnson retired from the United States Army on 1 October 2013.

Joseph Jones

Private Investigator, Bosco Legal Services

Bio: Joseph Jones is a licensed Private Investigator and the Vice President of Bosco Legal Services, Inc. Joseph has worked in every position at Bosco, starting with taking out the trash and sweeping the parking lots and as such has an intimate knowledge of all aspects of Investigations, process serving, records retrieval and various other attorney services. Joseph has a degree in psychology and has received specialized training from the the military, various law enforcement agencies and the Nation’s top private intelligence firms. When he’s not tracking down bad guys or helping attorney’s make lots of money, he enjoys spending time with his beautiful wife and 3 children.

Mel Irvin

Past President , CAPA

Bio: President of Melvin E. Irvin Disability Representative Inc

Mike Wakshull MSc., CQE

Forensic Document Examiner, Quality 9

Bio: Mike Wakshull, a court-qualified forensic document examiner located in Temecula, CA partners with attorney clients to deliver results that often lead to early settlements. When cases go to trial, he presents them in jury-speak rather than techno-geek to educate the triers of fact. He applies his technical and science training to present a science-based approach to his opinions—a court requirement.   Mike has authored two books on the topic of forensic document examination. He has presented at several international forensics conferences. A member of several industry-related associations, he serves of the board of two. Mike has had forensic document examination cases from ten states.   Mike was chair of the 2012 National Association of Document Examiners conference, the 2014 Scientific Association of Forensic Examiners Conference, and the 2015 Forensic Expert Witness Association conference. He has been qualified as an expert witness in California Superior Courts and Federal District Court, testifying in cases involving will contests, contract disputes and others. Questioned documents discovered include an altered deed, cut-and-paste signatures, altered mortgage documents, altered handwritten documents, electronic documents, and many other types of questioned documents. Since the 1980s Mike has worked and studied in the science and discipline of document examination and handwriting analysis. Mike is one of a handful of forensic document examiners with a graduate school certificate in forensic document examination from an accredited university. Mike is a member of the National Speakers Association. He was an invited speaker at the annual conference of the National Association of Document Examiners (NADE), Association of Forensic Document Examiners, World Congress of Forensics in Chongqing, China, National Institute for Standards and Technology, and others. For more information please visit

Mitch Winick

President and Dean, Monterey College of Law and San Luis Obispo College of Law

Bio: Mitchel L. Winick currently serves as President and Dean of Monterey College of Law and San Luis Obispo College of Law. He has served as Dean of Monterey College of Law since August 2005 and was named by the Board of Trustees to the new position of President and Dean in 2010. Prior to accepting the position at Monterey College of Law, Dean Winick served as the Assistant Dean for Texas Tech University School of Law and as the Executive Director for the Texas Center for Legal Ethics and Professionalism. Dean Winick has always believed that there are many interesting things that can be done with a law degree . . . and only one of them is practicing law. During his more than thirty-year professional career, his experience has been a mix of law, legal education, and business. In law and legal education, he has served as an Assistant Attorney General of Texas and taught at the law schools of the University of Houston, Texas Tech University, University of New Mexico, Southern Methodist University, and Texas Wesleyan University. He has also taught law courses at the Naval Postgraduate School in Monterey and the U.N. University for Peace in Costa Rica. In business, he has served as vice president of a publicly traded company, partner in a management-consulting firm, and founder of a venture capital firm. Dean Winick is also the co-host of a weekly radio program called Wagner & Winick On the Law. The weekend legal talk-radio program is nationally syndicated on the BizTalk Radio Network ( and on the Business Channel ( Since moving to the Central Coast in 2005, Dean Winick has been active in the local non-profit community. He currently serves on the board of directors of Natividad Medical Center and Access Monterey Peninsula public television. He also currently serves on the educational advisory councils for the Panetta Institute of Public Policy, the Monterey County Business Council, and Leadership Monterey Peninsula. Dean Winick is a 1978 graduate of the University of Houston Law Center and was granted his Bachelor of Arts from the University of the Pacific in 1976.

Rich Hahn

Paralegal, Yahoo!

Bio: Rich Hahn, ACP is a Legal Coordinator IV, for the IP Global Operations team at Yahoo! Inc. He has been in this role since 2009. He is responsible for reviewing notifications of alleged infringement (DMCA Notices) submitted by third parties regarding allegedly infringing content posted on the Yahoo! Network and as a part of that review examine the allegedly infringing content to see if the use of that content by the user meets the “Fair Use” exception of the Copyright Act. He is also responsible for sending DMCA notices to websites and online service providers that use Yahoo! Inc.’s copyrighted material without permission. In addition to these responsibilities I also file the “Designation of Agent to Receive Notifications of Infringement” with the United States Copyright Office on behalf of Yahoo!, Inc. when new acquisitions are made and a “Designation of Agent” needs to be filed. Rich has been in the paralegal/legal field since 1989. He started his career with the Paralegal Office of County Counsel in Santa Clara County as an intern and volunteer. For three years he learned hands-on experience in research, drafting pleadings, and other court etiquette and rules. He has also worked for Oracle and PG&E. Rich earned his B.A. in Political Science from California Lutheran University and received his paralegal certificate from DeAnza College. He is an Advanced Certified paralegal in Trademarks as of April 2016 through NALA, the National Association of Legal Assistants/Paralegals.

Angel Bermudez

Judge, Superior Court of California Riverside

Bio: Angel M. Bermudez is a judge for the Superior Court of Riverside County in California. He was appointed by former governor Arnold Schwarzenegger in May 2007 to succeed judge B.J. Bjork. Bermudez was re-elected in 2010 and his current term will expire in 2017. Bermudez received a bachelor's degree from the University of California, Los Angeles and a J.D. from the University of San Diego.

Arthur Cunningham

Lewis Brisbois Bisgaard & Smith

Bio: Arthur Cunningham is a partner in the San Bernardino office of Lewis Brisbois and a member of the Employment & Labor Practice. Mr. Cunningham has more than 20 years of experience litigating complex matters in state and federal courts and courts of appeal. He handles the following types of matters: Defense of law enforcement and corrections officers and agencies in civil rights and tort matters in state and federal court Defense of wrongful termination, discrimination, harassment, and contract claims brought under state and federal law, including race, national origin, disability, sexual orientation, age religious discrimination and harassment Grievance hearings under public agency memoranda of understanding Counsel to employers on discipline and termination of employees Employment litigation Government entity defense Automobile and tort defense Mr. Cunningham has tried cases to verdict in all of these subject matter areas.

Michael Moodian

Chapman University’s College of Educational Studies

Bio: Dr. Michael A. (Mike) Moodian was appointed to the California Commission on Judicial Performance as a public member by the Governor July 16, 2015; his term ends February 28, 2017. He resides in Orange County. Dr. Moodian is a faculty member for Chapman University’s College of Educational Studies, and he serves as chair of the Santa Margarita Catholic High School Consultative School Board, founding chair of the United Nations Association of Orange County Advisory Board, a member of the UC Irvine Olive Tree Initiative Advisory Board, and an executive board member and former chairman of the World Affairs Council of Orange County. He edited a textbook in 2009 that examines the application of cultural comprehension to organizations and the measurement of intercultural competence. The book is cited by the Association of American Colleges & Universities in establishing national learning standards. Dr. Moodian has presented his research at various national and international conferences and has served as an expert commentator on several television and radio programs. Based on his interest in local history, he wrote a short book on the ranch history of South Orange County and North San Diego County. Dr. Moodian often speaks to K-12 and community groups on South Orange County’s indigenous American activity, the Portola Expedition, Mexican governance of the land, and 20th century ranching activity. Chapman University named him Teacher of the Year at its Irvine center in 2009, and OC Metro named him a 40 Under 40 honoree in 2010. Additionally, he was one of 18 Americans (and the only California resident) selected by the European Union to travel to Brussels in 2012 as a citizen diplomat to discuss education policy with EU officials. Dr. Moodian earned a Doctor of Education degree in Organizational Leadership from Pepperdine University, and a Master of Arts degree in Communications and Bachelor of Arts degree in Communications and Sociology from California State University, Fullerton. His website is

Erin Corken

U.S. Legal Support

Bio: Erin is the Director of Legal Technology at U.S. Legal Support.  She is an attorney and eDiscovery law professor.  She teaches eDiscovery courses at several law schools and a national paralegal school.  She has trained hundreds of attorneys on the use of legal technology.  Prior to joining U.S. Legal Support, Erin managed global eDiscovery projects for top international law firms and Fortune 100 corporations. She is a frequent writer and speaker on complex eDiscovery and technology issues such as data privacy, electronic data discovery, internal investigations, and hosted and managed document review.  She has consulted for hundreds of law firms and attorneys on eDiscovery best practices and solutions. In her role at U.S. Legal Support, Erin advises corporations and law firms regarding projects ranging from comprehensive, large-scale data preservation and internal investigations to customized technological solutions.  She has a wealth of experience in executing projects involving data collection, processing and analyzing massive amounts of data, and managing large attorney review teams.

Ivan K Stevenson

CMDR/Law Offices Of Ivan K. Stevenson

Bio: Ivan Stevenson has served as an arbitrator for 33 years and as a mediator for 16 years. Additionally, he has been a trial attorney for 39 years, during which time he has had an extensive successful trial record and has been responsible for the establishment of case law on both the Appellate Court and Supreme Court level in the State of California. Ivan's 39 years as a trial attorney has brought him a wealth of knowledge in a variety of fields including: Maritime and Admiralty matters, Construction Contract and Defect matters, Professional, Legal and Medical Malpractice matters, Commercial and Business matters, Contract, Leases, Trademark, Patent matters and knowledge in all forms of Personal Injury, Products Liability, Insurance Law and Governmental Agency law. Mr. Stevenson has practiced both as a Plaintiff Attorney and as Defense Attorney, which gives him unique insight into handling and resolution of cases. Mr. Stevenson has lectured on the subject of mediation and the use of mediation on a state, national and international level. Mr. Stevenson received his B.A. in English from UCLA, and his J.D. from Southwestern University School of Law. He also completed the Strauss Institute for Dispute Resolution at Pepperdine University.

Jill Grathwohl

Lewis Brisbois Bisgaard & Smith

Bio: Jill Grathwohl, Esq. partner at Lewis Brisbois Bissgard & Smith LLP’s San Diego office, specializes in workers’ compensation defense for self-insured employers, third party administrators, and carriers at Workers’ Compensation Appeals Boards throughout California. Experienced in handling claims from the opening Claim Form through resolution, handling the defense of the casein-chief as well as associated issues of subrogation, serious and willful allegations, and 132a discrimination claims. Provides regular seminars and legal updates to clients and employers to ensure they are current with the latest developments in the law and case handling. She is a member of the ABA, SD County Bar Association, and is admitted to practice law in California and New York. She received a B.A. in History from Kenyon College, and her J.D from City University of New York, School of Law. In 2000 she received her LLM from the University of San Diego, School of Law.

John Montgomery

Montgomery & Hansen

Bio: John Montgomery has practiced corporate law in Silicon Valley since 1984. He is Chairman Emeritus and senior counsel to Montgomery & Hansen, LLP, which he founded in 2003. John is a leading authority on benefit corporations and the legal architecture necessary to replace the prevailing corporate paradigm in which the only legitimate purpose of a corporation is to maximize stockholder welfare. John is a frequent keynote speaker on benefit corporations and the B Economy, author of Great from the Start: How Conscious Corporations Attract Success and certified executive coach. John holds a B.A. in Studio Art from Stanford University and a J.D. from Oregon’s Northwestern College of Law.

Joseph Scott, J.D.


Bio: Joseph C. Scott is a licensed California attorney, an entrepreneur and a consultant with over 20 years of experience working in the legal vertical. As a recognized legal technology expert, Scott brings his unique perspective on the implementation of innovative technologies to help law firms achieve their business goals. Having served on several industry and company advisory boards, and as an author of numerous articles on legal technologies and risk management, Scott regularly speaks to legal, paralegal and librarian associations across the country illustrating the power that software and Internet-based solutions can provide to law firms.

Kelly Bennett

Bennett and Bennett

Bio: Smart Court® founder and active litigation attorney for over 25 years, Ms. Bennett has successfully represented both plaintiffs and defendants in business, corporate, real estate matters and complex/high value family law matters. Ms. Bennett received her certification in alternative dispute resolution from the prestigious Institute for Dispute Resolution at Pepperdine University School of Law in 1990 (member of the first graduating class) and has mediated and arbitrated hundreds of cases as the case neutral. She is a frequent public speaker, instructor and consultant in resolution skills. Ms. Bennett is known for her thorough preparation and attention to detail in every matter she arbitrates and judges. She is also known for her tenacity in mediation and ability to move parties to creative and practical solutions to their controversies. Ms. Bennett has been featured in Inland Empire Magazine, Riverside County Lawyer Magazine, as well as local newspaper, radio and television interviews. Ms. Bennett’s articles have been published in numerous magazines, including the Christian Management Report, Church Executive Magazine, and Riverside County Lawyer. She is also the co-author of The Creative Covenant Marriage Agreement with pastor Ed Young, Jr. of Fellowship Church in Grapevine, Texas.

Lori Ann Fox


Bio: Lori Ann Fox has been a Government Relations and Regional Attorney with CT for over ten years. She sits on drafting committees and works closely with state bar associations, government offices and legislatures to implement changes in business entity and related laws. She regularly lectures on topics related to business entity operations and filings, including Delaware entity laws, Mergers, Business Entity Formation, Maintenance, Compliance and Governance, Limited Liability Companies, specialty entity types and ethical considerations surrounding entity and compliance issues. Prior to joining CT, Ms. Fox maintained a private practice focusing on corporate law, which was preceded by her serving as General Counsel for an insurance company. Ms. Fox received her law degree from Emory University School of Law, and is a member of the State Bars of Texas, Oklahoma, and Georgia.

Kristine Custodio

ACP, Member, CEC Member, NALA

Mike Wakshull

Quality 9

U.S. Bankruptcy Trustee’s Office

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