Continuing Education Seminars
Construction & Real Property
- Construction Defect Litigation: The Nuts and Bolts
- Building Foundations: The Key Components of California Construction Defect Litigation
- Evaluating and Defending Inverse Condemnation Claims
- Overview of California Contractual Defense & Indemnity Law
- Premises Liability: The Blame Game
- SB-800: Cost of Repair?
- ADA and FEHA: A New Generation of Americans with Disabilities
- Effective Management and Progressive Discipline: Tools For Avoiding Litigation
- Wage & Hour
- We’re Watching You: Privacy in the Workplace
- Workplace Harassment, Discrimination & Retaliation: What Every Claims Representative Needs to Know
- Liability 2.0: How Social Media Is Changing Potential Liability In The Workplace
- Equal Access or Undue Hardship: Demystifying Workplace Accommodation Claims
- Working Your Case Up for a Proper Daubert Challenge
- CERCLA and RCRA Case Law Update
- Evolution of Public Nuisance as a Tort
- Alien Tort Claims Act ("ATS")
- Smart Strategies to Defend Environmental Contamination and Exposure Cases
- Medical Monitoring Claims Case Law Review
- Torts for Export
- Fracking Law Update
- The Learned Intermediary Doctrine
- Formaldehyde and Styrene Classification as Known Carcinogens: What Does This Mean for The Toxic Tort Bar?
- Diesel Exhaust: The Next Asbestos?
- BPA: Baby Bottles, Water Bottles, and Beyond
- California’s Sophisticated User Defense: The Duty to Warn
- Environmental Trends: Popcorn to Petroleum
- Experts, Medicine and Pre-Trial Acrobatics
- Genetic Biomarkers: Plaintiff’s Shortcut to Verdict?
- Mold: Fear vs. Fact
- Recent Developments in California Asbestos Litigation
- Recent Developments in California Trace Benzene Litigation
- Benzene and Asbestos Litigation Update, or as Bob Dylan once sang: The Times They Are A Changin'
- Uppers, Downers and News from Our Courts and the FDA
- Benzene Litigation: From the Mountains to the Sea
- Ethics 101 For Insurance Carrier Selected Defense Counsel
- Listeria or Hysteria: Investigating and Defending Food-Borne Illness Claims
- Achieving Balance in the Tri-Partite Relationship: Ethical Issues Faced by Carriers, Insureds and Defense Counsel
- What the Tweet?: Collecting and Using Social Media Evidence to Investigate Claims
- Getting the Most Out of Your Negotiations - (Part I)
- Getting the Most Out of Your Negotiations - (Part II - Advanced)
- Optimizing Litigation Costs without Breaking Open the Piggy Bank
- Practical Aspects of Settlements Involving Medicare Enrolled Beneficiaries
- Trial Surprises: Weathering the Storm
- To Try or Not to Try
- The Art of the Tender
- A Pain in the Assets: A Practical Guide to Successor Liability
- California Fair Claims Settlement Act
Construction & Real Property (back to top)
Construction Defect Litigation: The Nuts and Bolts
Designed for claims representatives with varying degrees of technical knowledge and experience in Construction Defect Litigation, the focus of this presentation is to provide the audience with a fundamental understanding of the critical issues involved in defending a Construction Defect case. An overview of the different parties involved in this litigation and their respective roles, as well as the primary theories of liability, applicable statutes of limitation, and the relevant measure of damages is provided. Other areas covered are: the various types of indemnity, how to interpret contractual indemnity provisions, important statutory limitations, the impact of recent case law on the duty to defend and providing the claims representatives with techniques and strategies for efficient and effective handling of these claims - from initial investigation and discovery, through settlement negotiations and trial. Actual case scenarios to foster open dialogue and encourage interactive discussion are also incorporated.
Building Foundations: The Key Components of California Construction Defect Litigation
This seminar provides an examination of the bricks and mortar underlying construction defect claims in California. The presentation includes an overview of concepts that will help claims professionals develop strategies for handling and resolving these claims efficiently and cost effectively, with an update on newly emerging and changing laws that are affecting case valuation and preparation. Topics include:
- Primary players involved in construction projects, plaintiffs’ standing and contractor licensing issues
- Contractual indemnity and defense obligations
- Defects defined by statute and the abrogation of resulting damage requirement
- Case Management Orders, discovery and experts
- Case Resolution - mediation, good faith settlement motions and trial
This presentation provides an overview of California inverse condemnation law, defenses and potential damages. What government actions constitute a "taking" of private property for the public good, thereby entitling the owner to just compensation? Topics covered include the constitutional basis for these claims, elements of an inverse condemnation action, regulatory takings, and governmental immunity.
Overview of California Contractual Defense & Indemnity Law
This presentation explores contractual indemnity provisions in California through an examination of the statutory and case law that controls the enforceability and effect of these provisions, which are often central issues in construction defect litigation. It also reviews recent changes to contractual indemnity law, and discusses the importance of these changes in the defense of contractors and subcontractors in construction litigation.
Premises Liability: The Blame Game
This overview of premises liability is designed for claim representatives with some knowledge and experience in litigation involving the defense of landowners and contractors. It will discuss premises liability and highlight the following concepts: liability of premises owners, contractors, subcontractors for injuries suffered by workers; non-delegable duties; government entity liability and immunities; job site issues; environmental issues; vicarious liability; strict liability for ultra hazardous activities, liability arising from special relationships, slip and fall accidents and selected causation issues.
SB-800: Cost of Repair?
This presentation explores the nuances of SB 800: the so-called "Right to Repair Act" that was enacted by the California Legislature in response to the growing number of construction defect lawsuits in California. The presentation includes a discussion of the new statutory definitions of construction defects, new pre-litigation procedures which include the builder's right to investigate and repair defects before a lawsuit can be filed, and a discussion of recent trends including how effective the statute has been in reducing the number of CD lawsuits.
Employment (back to top)
ADA and FEHA: A New Generation of Americans with Disabilities
In 2008, the Americans with Disabilities Act (ADA) was amended to include a broader range of disabilities, and will affect the kind of accommodations businesses need to make. Fortunately for Californians, many of the amendments are already covered by the state’s Fair Employment and Housing Act (FEHA). This presentation highlights the similarities and differences between the ADA and FEHA and demonstrates how the amended ADA affects business owners.
Effective Management and Progressive Discipline: Tools For Avoiding Litigation
Effective managers are critical to managing and reducing employment claims. This presentation covers the essential qualities of effective managers, communication skills, and the roles of leadership and responsibility. Many effective managers and risk management programs utilize progressive discipline policies. This overview of progressive discipline covers the graduated range of responses to employee performance or conduct issues, the benefits, and implementation. We also emphasize the importance and use of documentation in the employment context.
Wage & Hour
The Wage and Hour Update provides employers with timely, practical advice for understanding and complying with federal and California laws governing working conditions and the payment of wages. Seminar topics include classification of exempt vs. non-exempt employees, wage calculations, timecard polices and meal and rest break requirements. The presentation also includes a discussion of recent class action litigation in California and emerging trends in defending wage and hour lawsuits.
We’re Watching You: Privacy in the Workplace
Although an employer has an interest in monitoring the workplace and their employees, the nuances in an employee’s or potential hire’s right to privacy can be difficult to navigate. This presentation explains how privacy plays into a wide range of employment policies and decisions, and provides business owners with the information needed to minimize costly litigation whenever possible.
Workplace Harassment, Discrimination & Retaliation: What Every Claims Representative Needs to Know
The economic downturn has resulted in an increase of employment claims involving harassment, discrimination, and retaliation. Experienced employment claims managers seek to evaluate such claims early and to resolve them efficiently and economically. This seminar will guide you through the effective handling of employment claims from receipt of an administrative complaint to resolution of a lawsuit. We will share our strategies and experiences that have resulted in early dismissals, successful motions for summary judgment, and favorable resolutions. We will also explore religious discrimination and harassment claims and provide you with case updates.
Liability 2.0: How Social Media Is Changing Potential Liability In The Workplace
This course is designed to provide attendees with a background in social media and Web 2.0 applications and how these applications are being used in the workplace to better understand the potential liability employers face when dealing with employees and potential new hires. This course will also address issues regarding workplace privacy and the use of technology in disseminating and monitoring internal and external communications for a variety of companies. Finally, this course will discuss future trends in liability as they relate to the use of social media and anticipated guidance from the courts.
Equal Access or Undue Hardship: Demystifying Workplace Accommodation Claims
Workplace discrimination claims involving the alleged failure of employers to provide reasonable accommodations to their employees are on the rise. These claims are made in both Federal and State courts as employees utilize a patchwork of anti-discrimination laws to claim that their employers have discriminated against them by failing to accommodate their disability or the free exercise of their chosen religion in the workplace. What is an accommodation, when and how must it be offered to an employee and how does the employer determine if a given accommodation is reasonable? This course will help to answer these questions and will provide attendees with a thorough understanding of Federal and State anti-discrimination laws and how failure-to-accommodate claims are becoming more prevalent in employment litigation under these laws. The course will also discuss recent legislation and court decisions impacting disability discrimination and religious discrimination claims and will provide strategies for claims professionals to handle these claims when they are made.
Environmental (back to top)
Working Your Case Up for a Proper Daubert Challenge
This presentation covers the discovery, investigation and expert preparation needed for a proper Daubert or Evidence Code challenge of the foundations used for expert opinions. The presentation includes an update on applicable law in California and can be adjusted to address other jurisdictions as well. The presentation also covers when a Kelly/Frye analysis is appropriate and what preparations must be made for this challenge.
CERCLA and RCRA Case Law Update
This presentation covers recent changes in the law of CERCLA and RCRA contribution and indemnity claims, as well as in regulatory actions under CERCLA and RCRA.
Evolution of Public Nuisance as a Tort
Public nuisance claims have evolved over time from a traditional property related claim to a claim that incorporates fundamentals of tort law. This presentation discusses how those changes have come to be and what they mean for liability under and defenses to a public nuisance claim, as well as on when a public nuisance claim is properly considered a negligence claim. The presentation discusses these changes in the context of environmental exposure cases, including global warming claims, which are at the forefront of the litigation landscape.
Alien Tort Claims Act ("ATS")
Will the 100 year old statute ever see the light of day? The Supreme Court is currently mulling over the question of corporate liability in Kiobel v. Royal Dutch Shell. The Supreme Court's request for and acceptance of further briefing on the question of the application of the ATS to wholly extraterritorial conduct raises the real possibility that the SCOTUS may simply avoid the question of corporate liability, leaving that question for the Courts and parties to grapple with. This presentation discusses the likelihood that the SCOTUS will take a pass on the question of Corporate liability and the impact on ATS litigation should it decide to do so.
Smart Strategies to Defend Environmental Contamination and Exposure Cases
This presentation covers some of the basic strategic and tactical considerations when defending an environmental contamination case and when defending a toxic exposure case. The presentation seeks to enhance the understanding of clients of the need for different approaches between the two.
Medical Monitoring Claims Case Law Review
The law on the availability of medical monitoring damages in litigation involving claims of toxic exposure is anything but uniform across states. This presentation discusses the major differences in the law of the various states and discusses.
Torts for Export
Efforts by the plaintiffs' bar to find new sources of revenue have led them to cross international borders. While forum non-conveniens dismissals used to sound the death knell for a foreign claimant, they are no longer benefit the defendant more than the plaintiff. This presentation discusses the considerations that must be made when a foreign claimant files suit in the U.S. and what to do to prepare for foreign litigation if the ultimate decision is to pursue a forum non-conveniens dismissal.
Fracking Law Update
Laws related to the fracking process are seemingly passed on a daily basis. With fifty states and two protected territories each addressing these issues and with lawsuits piling up, keeping up with the information flow can be daunting. This presentation provides an up-to-date state-by-state review of the pending and passed legislation, as well as litigation relating to fracking issues.
The Learned Intermediary Doctrine
This presentation covers the state of the law on the Learned Intermediary Doctrine in the relevant jurisdictions and some recent changes in the doctrine that may expose pharmaceutical and medical device manufacturers to liability, even when their duty to warn/instruct has been met.
Formaldehyde and Styrene Classification as Known Carcinogens: What Does This Mean for The Toxic Tort Bar?
This presentation discusses the 2011 NTP classifications of Formaldehyde and Styrene as known carcinogens and the implication of these classifications on toxic tort litigation. The presentation covers the science behind the classifications, including their strengths and weaknesses, and discusses the Styrene Council's efforts to reverse course.
Diesel Exhaust: The Next Asbestos?
This presentation discusses the 2012 IARC classification of diesel exhaust as a known carcinogen and the implications of that classification for toxic tort litigation. The presentation incorporates a discussion on existing litigation and how this designation might affect the landscape of that litigation. It includes an analysis of the science behind the classification and its strengths and weaknesses.
BPA: Baby Bottles, Water Bottles, and Beyond
Bisphenol A (BPA) has made headlines in recent years due to its presence in a variety of consumer plastics, including baby bottles and water bottles. Although its health effects are currently being debated, the leaching of the chemical into the foods and beverages we eat has caused a flurry of public concern and speculation of litigation. This presentation navigates the state of the science behind BPA and its effects, as well as the laws and regulations currently being formed to deal with public concerns.
California’s Sophisticated User Defense: The Duty to Warn
In 2008, the California Supreme Court established the sophisticated user defense with Johnson vs. American Standard. This presentation explores the nuances of the defense and discusses how the court’s ruling has affected litigation involving trained employees claiming exposure to toxic substances.
Environmental Trends: Popcorn to Petroleum
This presentation addresses various alleged toxins in environmental cases of benzene, diacetyl, silica/mixed dust and mold - including an explanation of the different alleged toxins and diseases at issue, the defense strategies explored and the state of the science. It also looks at recent trends and verdicts in California and nationwide.
Experts, Medicine and Pre-Trial Acrobatics
This presentation is a crash course in asbestos case preparation. Topics covered are: Experts You Need/Want (getting the right specialist(s) for the disease you are dealing with), Expert Logistics (challenges with and disclosure), Causation (keys and defense strategies) and Expediting the Process (knowing the rules, dealing with experts' schedules and creative stipulations).
Genetic Biomarkers: Plaintiff’s Shortcut to Verdict?
Plaintiffs have attempted to use genetic biomarkers, an emerging scientific field, to prove causation in toxic tort litigation. The theory of genetic biomarkers asserts that certain changes in the genes of a plaintiff can only be caused by exposure to certain chemicals, although the concept has not been generally accepted by the scientific community. The presentation includes a discussion about the underlying assumptions of genetic biomarkers, the weaknesses with the concept, and the proper challenges that may exclude the theory from the courtroom.
Mold: Fear vs. Fact
Mold is a highly common substance, and a hot topic in toxic tort litigation. Although it is often harmless, it has become a source of fear among the general public, leading to misinformation and confusion. This presentation lays out the state of the science of mold, including its health effects, and discusses the law and EPA guidelines involved in remediation.
Recent Developments in California Asbestos Litigation
Several important decisions have recently changed the landscape of asbestos litigation in California. This presentation details some of these issues including: premises liability and take-home exposure, the sophisticated user, component parts doctrine defense, how peripheral defendants become primary targets in asbestos litigation, use of affirmative defenses and successor liability. Also, recent trends in heavily litigated venues in California, including San Francisco, Alameda, Los Angeles, Orange County and San Diego are covered – and actual case scenarios are provided and allow for interactive discussion by the audience.
Recent Developments in California Trace Benzene Litigation
In this advanced presentation, we present an overview of the differences between the various types of personal injury litigation involving the chemical benzene, including the who, what, when and where of trace benzene litigation. Areas of focus are: defense strategies and techniques used in these cases from pleading challenges to evidentiary hearings along with exploring the current and recent developments in the state of the science in trace benzene cases.
Benzene and Asbestos Litigation Update, or as Bob Dylan once sang: The Times They Are A Changin'
The trace benzene section of this course explores the impact of recent court decisions such as Jones in California, which centered on Bockrath challenges and requirements, as well as an update on verdicts in California and Nevada - along with recent developments in the state of the science. The course also includes a discussion of the defense strategies and techniques, including Evidence Code Section 402 hearings, and recent changes in trace benzene litigation in California.
The asbestos section of this presentation provides an overview on how peripheral defendants are becoming the primary targets and includes an analysis of recent decisions impacting defendants of component parts and take home exposure. Attendees will learn about the recent changes and verdicts in heavily litigated venues in California including San Francisco, Los Angeles, Orange County and San Diego.
The session includes actual case scenarios to allow for interactive discussion by the attendees.
Uppers, Downers and News from Our Courts and the FDA
This presentation discusses recent developments in Life Sciences which are anticipated to impact claims and litigation. Examples of drug/supplement/device cases in the national spotlight will be addressed, in addition to a brief overview of key issues and hot topics such as the record number and type of patent approvals by the FDA in recent years, the "patent cliff" that will give rise to many more generics, "Biosimilars", and the FDA 501(k) expedited approval process and litigation challenges following 510(k) approval.
Benzene Litigation: From the Mountains to the Sea
This presentation explores the impact of the 2011 Jones decision in California on Bockrath challenges and requirements, recent developments in the state of the science and the recent general causation case of Sargon Enterprises v. USC (2012) along with recent verdicts in California and neighboring states. Also discussed are the defense strategies and techniques based on these recent changes and developments.
Also covered are issues in benzene litigation, including the concepts of employee intentional tort actions, the law governing a several jurisdictions, what constitutes an "employer", statutory elements of a tort action, admissibility of expert testimony and relevant case law and scenarios.
General Litigation (back to top)
Ethics 101 For Insurance Carrier Selected Defense Counsel
This presentation looks at how to avoid ethics violations as an insurance carrier selected defense counsel. It addresses the following topics: Conflicts of Interest, Identifying the Client, Defining the Role of Defense Counsel, Working with the Carrier, Reacting to Divergence of Interest Between Carrier and Insured, Excess Exposure Issues and four different hypothetical situations for discussion.
What the Tweet?: Collecting and Using Social Media Evidence to Investigate Claims
Like it or not, social media use continues to grow exponentially and this method of communication with friends, colleagues and acquaintances is here to stay. Savvy claims handlers and litigators are learning that these often candid and unfiltered postings can be a gold mine in defending against a wide variety of claims. This seminar explores the types of evidence than can be gleaned from social media sites and the legal and ethical challenges associated with obtaining and using this evidence. The course will also discuss a number of recent court decisions that have provided some guidance in this emerging area and provide practical advice and tips for claims handlers to effectively use social media evidence to resolve claims.
Getting the Most Out of Your Negotiations (Part I)
Designed for claims representatives with varying levels of experience with settlement negotiations as well as those who oversee outside counsel who engage in settlement negotiations, this presentation focuses on negotiation theory, tactics and strategies including on recognizing your own settlement style and that of your opponent. The audience will be provided the tools to recognize and deal with difficult negotiation scenarios such as stalemates and deadlines, and will also learn about the use of neutral third parties to achieve settlement goals including settlement judges and mediators, how to select a third party mediator, how to effectively utilize mediators to seal the deal and the basics of settlement documentation including a discussion of why getting the deal in writing is necessary and what terms are essential to an enforceable settlement agreement. An additional component features a series of exercises and mock negotiations, which will provide the audience with the skills necessary to negotiate and close favorable settlements.
Getting the Most Out of Your Negotiations (Part II - Advanced)
This course is designed for experienced claims representatives directly involved in settlement negotiations as well as those who oversee outside counsel who engage in negotiations. The course will focus on negotiation theory, tactics and strategies including identifying the most effective settlement style in a given scenario and responding to the style of your opponent. Attendees will be provided the tools to deal with difficult negotiation scenarios such as stalemates and deadlines. Through a series of exercises and mock negotiations based on current case hypotheticals, this training for experienced claims handlers will provide them with additional skills necessary to negotiate and close favorable settlements.
Optimizing Litigation Costs without Breaking Open the Piggy Bank
This presentation focuses on how to use your defense dollars more effectively in litigation matters. Specific methods to achieve cost optimization are addressed, including evaluation of case value and strategies to streamline depositions, discovery, and law and motion in order to successfully resolve cases without breaking the bank.
Practical Aspects of Settlements Involving Medicare Enrolled Beneficiaries
This presentation explores the complex area of federal Medicare Reporting and Reimbursement. It provides practical advice to defendants to ensure their clients are in compliance with federal Medicare laws and regulations. The topics discussed at length include discovery tactics to determine Medicare beneficiary status as well as required terms in all settlement release documents.
Trial Surprises: Weathering the Storm
During the course of a trial, many situations and facts can change and potentially throw your defense for a loop. This presentation addresses the most common situations that may cause your strategy to change - such as the death of a plaintiff or co-defendants resolving out of court - and instructs on how to adapt.
To Try or Not to Try
One of the single most difficult decisions facing an adjuster is when to take a case to trial. Walk down the path with us as we evaluate the facts and circumstances that cause us to recommend whether to try a case. How do variables such as economic damages (including potential settlement setoffs, bankruptcy claims), non-economic damages (sympathy, pain and suffering, age of plaintiffs), alternative sources of fault, jurisdiction/venue, number and types of defendants and exposures change the landscape so that trial may or may not make sense. Explore recent significant verdicts in California, including unique factors influencing select trials and results.
The Art of the Tender
Companies named as defendants in product liability cases are frequently not the manufacturers of the products at issue. Plaintiffs' attorneys are increasingly reaching beyond manufacturers to pursue distributors, suppliers, wholesalers and retailers for their role in the chain of commerce relating to allegedly defective products. This course will provide an overview of California law as it relates to contractual and equitable indemnity, distinguishing between these types of indemnity and identifying the requirements under the law for tendering an insured's defense under both theories. The course will emphasize practical advice for both tendering claims and responding to tenders. Finally, the course will address the effect of good faith settlement determinations on indemnity rights and the procedure for seeking and objecting to such determinations.
In products liability litigation, the alleged injuries can involve extended latency periods. The length of time between exposure to an allegedly defective product and filing of a claim can therefore span decades. It is not uncommon for companies to undergo changes in ownership or corporate structure during this time frame. Are there defenses available to an insured who advises that they had nothing to do with the company at the time of the alleged sale or supply of the product at issue and in fact, since their ownership, no longer sells said product? This course will provide an overview of successor liability law in California, including factors that will be considered by the courts in determining whether the insured will be held liable as a successor. We will also address specific information to obtain from your insureds to assist in the evaluation, and through the use of actual case scenarios, will provide practical advice for defending cases under this theory.
California Fair Claims Settlement Act
California's Fair Claims Settlement Act and its accompanying regulations (C.C.R. Title 10, Chapter 5), establishes fundamental tenets insurance adjusters must follow in processing insurance claims. Under the Act, adjusters are required to undergo annual training to educate them on the intricacies of the regulatory demands. This seminar will provide the information and training necessary to meet the requirements demanded under California law, and will enable insurance professionals to obtain the required annual certification.