Presentations & Articles

Articles

How To Make Remote Mediation Work For Your Cases
Published by SFTLA The Trial Lawyer, Summer – 2020

Alert for Attorneys Who Represent Clients in Mediation
Published by Alameda County Bar Association, February – 2019

New Attorney Duties When Going To Mediation
Published by Bar Association of San Francisco, Bulletin Ethics Corner, February – 2019

Your own mediation-confidentiality agreement
Published by CAALA Advocate Volume 45, Number 8 – August 2017

Questions Every Litigator Should Ask About Mediation Confidentiality
Published by American Bar Association, Section of Litigation
Woman Advocate Committee Vol. 21, No. 4 – Summer 2016

Effective E-Signatures: Tips on Navigating the UETA
Published by Daily Journal Corp. California LawyerDecember 2015

Shhhh! The Big Risk Associated With Mediation Confidentiality That Nobody Talks About
Published by Mediate.com – September 2014

Independent Counsel (Walk-In or Reservations Required?)
Published by CLM Litigation Management – Winter 2014

Presentations

Dean School of Claims Mediation
CLM Claims College
Baltimore, MD – September, 2019

Mapping Toward a Mediation Practice
Bar Association of San Francisco
San Francisco, CA – July 2019

Mediation and Negotiation Ethics
Judicate West Sponsored for Law Firms and Organizations
Various Locations, CA – May 2019

Lifting the Veil – The Future of Confidentiality in Mediation and Settlement
CLM Annual Conference
Orlando, FL – March 2019

Coverage Nightmares
American Bar Association, Section of Litigation, Insurance Coverage Litigation Committee CLE Seminar
Tucson, AZ – March 2019

No More Failed Mediations
National Association of Mutual Insurance Companies – Claims Conference
Phoenix, AZ – February 2019

When Bias Manifests In Mediation
Alameda County Bar Association
Oakland, CA – January 2019

Women In The Courtroom
Daily Journal Corporation – Women Leadership In Law
San Francisco, CA – November 2018

Making the Most of Mediation – 90+percent of ALL Cases Settle!
CLM Construction Conference
Chicago, IL – September 2018

Dean School of Claims Mediation
CLM Claims College
Baltimore, MD – September 2018

Mediation and Negotiation Ethics
Judicate West Sponsored for Law Firms and Organizations
Various Locations, CA – June & August 2018

Mediator Risk Management – Malpractice Insurance
The Mediation Society
San Francisco, CA – July 2018

Claims Managers Speak – Moderator
West Coast Casualty Construction Defect Seminar
Anaheim, CA – May 2018

Mediation
Stanford Law School
Palo Alto, CA – April 2018

Mediation and Negotiation Ethics
Judicate West Sponsored for Law Firms and Organizations
Various Locations, CA – March & April 2018

Mediator Risk Management – Paperwork
The Mediation Society
San Francisco, CA – February & April 2018

Mediation – Does Gender Matter?
Alameda County Bar Association
Women Lawyers of Alameda County
Oakland, CA – March 2018

Does Sophie Have a Choice? Ethics and Consequences when Right to Independent Counsel is Triggered
CLM Annual Conference
Houston, TX – March 2018

What Did 2017 Teach Us?
American Bar Association, Section of Litigation, Insurance Coverage Litigation Committee CLE Seminar
Tucson, AZ – March 2018

Mediation and Negotiation Ethics
Judicate West Sponsored for Law Firms and Organizations
Various Locations, CA – February 2018

Cannabis Insurance Symposium – Chair
California Cannabis Industry Association, Insurance Committee
Sacramento, CA – February 2018

Contrasting Mediation Perspectives: Claims Executives and Mediators
DRI Insurance Coverage and Practice Symposium
New York, NY – December 2017

Mediation and Negotiation Ethics
Judicate West Sponsored for Law Firms and Organizations
Various Locations, CA – September 2017

Dean School of Claims Mediation
CLM Claims College
Baltimore, MD – September 2017 and ongoing

Faculty in Alternative Dispute Resolution School of Construction
CLM Claims College
Baltimore, MD – September 2017

Mediator Training
Maryland Circuit Court for Baltimore City, Civil Division, ADR Program
Baltimore, MD – September 2017

Claims Managers Speak – Moderator
West Coast Casualty Construction Defect Seminar
Anaheim, CA – May 2017

Special Considerations for Special Education Mediation
Northern California Attorneys & Advocates (NCAA)
San Francisco, CA – April 2017

Mock Mediation – Explosive Coverage Arguments Meet Bad Facts
CLM Annual Conference
Nashville, TN – March 2017

Deciding Whether to Jump into the Ring of Fire or Just Walk Away
CLM Annual Conference
Nashville, TN – March 2017

Mediator Training
Maryland Circuit Court for Baltimore City, Civil Division, ADR Program
Baltimore, MD – March 2017

Mediation and Negotiation Ethics
Judicate West Sponsored for Law Firms and Organizations
Various Locations, CA – January 2017

Are Ethical Negotiations an Oxymoron?
Bar Association of San Francisco
San Francisco, CA – December 2016

Are Settlement Discussions Soundproof? The Confidentiality And Admissibility Of Settlement Negotiations And Offers In Extra-contractual Disputes
CLM New York Conference
New York, NY – December 2016

Dean School of Claims Mediation
CLM Claims College
Baltimore, MD – September 2016

Faculty in Alternative Dispute Resolution and Executive Council Member School of Construction
CLM Claims College
Baltimore, MD – September 2016

Documenting the Deal
The Mediation Society
San Francisco, CA – August 2016

The Set Up: How a Jurisdiction’s Insurance Bad Faith Law Affects the Resolution of Construction Defect Claims
West Coast Casualty Construction Defect Seminar
Anaheim, CA – May 2016

Problems & Solutions: Resolving Multi-Layered Complex Construction Defect Cases
West Coast Casualty Construction Defect Seminar
Anaheim, CA – May 2016

Negotiation
Guest lecturer/mediator UC Hastings School of Law
San Francisco, CA – April 2016

How Confidential Are Mediation Communications? You Might Be Surprised (Pitfalls for the Unwary and Tips to Avoid Them)
American Bar Association, Section of Litigation, Insurance Coverage Litigation Committee CLE Seminar
Tucson, AZ – March 2016

Mediation Ethics – But that was just posturing in a negotiation!
Various attorney audiences
Various Locations, CA – January & April 2016

Ethics in Negotiations and Mediation
Bar Association of San Francisco
San Francisco, CA – December 2015

Mediation Ethics – But that was just posturing in a negotiation!
Various attorney audiences
Various Locations, CA – February 2015, May 2015, September 2015

Mediation Advocacy
Guest lecturer/mediator UC Davis School of Law
Davis, CA – November 2015

Dean, School of Claims Mediation
CLM Claims College
Philadelphia, PA – September 2015

Faculty in Alternative Dispute Resolution and Executive Council Member School of Construction
CLM Claims College
Philadelphia, PA – September 2015

Insurance In Mediation: How Mediators Can Keep Liability Company Priorities From Derailing Settlement
Orange County Bar Association, Alternative Dispute Resolution Section
Newport Beach, CA – June 2015

Coverage Tail Wagging the CD Dog? Strategies for Handling Coverage Issues in Mediation
West Coast Casualty Construction Defect Seminar
Anaheim, CA – May 2015

Mediation Advocacy
Guest lecturer/mediator UC Davis School of Law
Davis, CA – April 2015

How Mediators Can Keep Liability Insurance Company Priorities From Derailing Settlement
The Mediation Society
San Francisco, CA – March 2015

Streamlining Resolution of Complex Multi-Party Construction Cases
Second Annual Axis Construction Conference (Best Practices for Managing & Resolving Construction-Related Issues)
San Francisco, CA – October 2014

Mediation Ethics – But that was just posturing in a negotiation!
Various attorney audiences
Various Locations, CA – October 2014

Mediation – Issue Spotting for State Bar Prosecutors
California State Bar
San Francisco, CA – September 2014

Update on Mediation Confidentiality
Construction Defect Claims Managers Association (CDCMA) Meeting
San Diego CA – September 2014

Executive Council Member School of Construction
CLM Claims College
Philadelphia, PA – September 2014

Are Insurers Attending Mediation Naked?
Construction Defect Claims Managers Association (CDCMA) Meeting
El Segundo, CA – June 2014

Risk Management – Avoiding, Mitigating & Covering Construction Exposures
AXIS Consulting Construction Forum 2013
San Francisco, CA – October 2013

Evaluation and Assessment, Impact Reporting
CLM Litigation Management Institute
New York, NY – October 2013

Construction Defect Claims and Insurance Issues Facing the Northeast
West Coast Casualty Construction Defect Seminar
Anaheim, CA – May 2013

Litigation Management: Remodeling the Complex Case Management Order for Improved Case Performance and Metrics
Claims and Litigation Management Alliance (CLM) Annual Conference 2013
San Antonio, TX – April 2013

Plan and Prepare, Part Two: Selecting the Outside Response Team
Hinshaw Culbertson Insurance Services Symposium
Chicago, IL – October 2011

Moderator on Re-Examining the Case Management Order (perspectives from past efforts and a new proposal)
Construction Defect Claims Managers Association (CDCMA)
San Diego, CA – March 2011

Is It Ok to Be Wrong? Can An Insurer Avoid An Extra-Contractual Liability If Its Position Is Fairly Debatable?
Hinshaw Culbertson Insurance Services Symposium
Chicago, ILOctober 2010

What the Insurer Client Wants from Counsel
Harmonie Group
San Francisco, CA – September 2009

California & Other Jurisdictions Fair Claims Settlement Practices Regulations
Various dates and locations

Hundreds of other presentations including the following subjects:

  • Indemnity, Risk Transfer, and Additional Insured
  • First Party Property coverage under personal and commercial lines policies relating to water, flood, earth movement, time element (ALE and business interruption), arson, builders risk, and other form-specific topics
  • First Party Medical under personal and commercial lines policies, including medical payments provisions in auto and liability policies and personal injury protection (PIP) provisions in auto policies
  • Commercial General Liability coverage issues relating to duty to defend, property damage, occurrence, bodily injury, emotional distress, causation, and other form-specific topics
  • Good faith claims handling for all property/casualty lines of business