Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Gregory Broege

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Hatixhe Grbeshi, Esq

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• David Axelrad

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Denisa Tova-Liebman, MBA, CFP

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• Attendees will leave with practical frameworks and systems that can help improve responsiveness, strengthen client experience, and support better decision-making within their practice.

SPEAKERS

• Marley Broudie

Credits

Credits Offered: 1 Competence Wellness

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Sarah Swan, DBH, CHES, NBHWC

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• To explain how IRS lien processes work, including key distinctions between lien releases, discharges, and withdrawals.

SPEAKERS

• E. Martin Davidoff
• Alison Gadoua

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Sonia Dujan
• Kendra Thomas
• Dan Davisson

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Jennifer Felton

Credits

Credits Offered: 1 Technology in the Practice of Law

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• Attendees will see live demonstrations of new capabilities, including AI tools now integrated directly into applications like Excel, and walk through high-impact use cases, with a focus on family law cases.

SPEAKERS

• Stephen Smith

Credits

Credits Offered: 1 Elimination of Bias

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Vidhya Ragunathan
• Jazmine Smalley

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• James Cunningham

Credits

Credits Offered: 1 Civility in the Legal Profession

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Janice Miller

Credits

Credits Offered: 1 Competence Wellness

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• Learn simple, effective strategies you can implement immediately to improve focus, performance, and emotional regulation. 

SPEAKERS

• Carrie Williams, MCC, ACTC

Credits

Credits Offered: 1 Competence Prevention and Detection

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• David Mann

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• M. Jonathan Hayes

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• M. Jonathan Hayes
• Matt Resnik

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• Participants will learn when it is appropriate to prepare an audit reconsideration request and what the procedures entail. For instance, your client may request assistance with: 1) Disagreeing with the results of an IRS audit; or 2) Reviewing an IRS created Substitute for Return, among others.

SPEAKERS

• Nicole Bononi-Wilson, JD, MAFM
• Robbin Caruso, CPA, CGMA

Credits

Credits Offered: 1 Legal Ethics

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• Learn provide practical risk management strategies for both trust and estate planners and probate litigators.
• Learn how to identify red flags early, navigate ethically fraught representations, document decisions effectively, and reduce exposure to malpractice claims and disciplinary complaints.

SPEAKERS

• Amanda Moghaddam
• Adam Ainslie

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• David Scheidemantle

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Lionel Levin
• Robert Schibel

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Dustin Nichols

Credits

Credits Offered: 1 General

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

SPEAKERS

• Maya Shulman

Credits

Credits Offered: 1 Competence Wellness

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• To help attorneys recognize the symptoms of vicarious trauma in themselves and others, understand its ethical implications, and build tools to maintain well-being while continuing to serve clients effectively.

SPEAKERS

• Douglas Ridley
• Mike Rodriguez

Credits

Credits Offered: 1 Legal Ethics

pricing

$17 for SFVBA Members

$34 for SFVBA Non-Members

LEARNING OBJECTIVES

• Highlight key frameworks and best practices that build client trust, support regulatory compliance, and create long-term business value.
• Demonstrate a practical, comprehensive approach to integrating Circular 230 requirements throughout the full client engagement lifecycle.

SPEAKERS

• Sharyn Fisk, LLM, ESQ.,