34 th Annual Seminar October 5-7, 2007 Silverado Resort & Meritage Resort Napa, California SECURITY & PRIVACY ACTIONS: THE CHANGING LANDSCAPE FOR BUSINESS LITIGATORS 8 hrs. MCLE (1 hr. MCLE Ethics Credit) Approved by the State Bar of California Keynote Speaker HONORABLE SANDRA DAY O’CONNOR, UNITED STATES SUPREME COURT (RETIRED) Special Address KATHLEEN SULLIVAN, STANLEY MORRISON PROFESSOR OF LAW AND FORMER DEAN OF STANFORD LAW SCHOOL General Seminar Schedule of Events All education sessions to take place at Silverado Resort Transportation between locations provided Friday, October 5, 2007 3:00 - 5:00 p.m. Joint Board Meeting 6:00 - 9:30 p.m. Children’s Activities and Dinner (ages 4-12) 6:00 - 10:00 p.m. Opening Reception & Keynote Address from Hon. Sandra Day O’Connor, U.S. Supreme Court (Ret.) (keynote address to start promptly at 6:45 p.m.) Saturday, October 6, 2007 7:00 - 9:30 a.m. Buffet Breakfast (registered family and guests welcome) 8:30 - 8:45 a.m. Welcome 8:45 - 9:40 a.m. Private Investigators: How Much Information Can a Lawyer Ask to Find? Technical Advances in Snooping and Security 9:50 - 10:45 a.m. Director and Officer Liability for Security and Privacy Violations: Indemnification and Criminal Investigation Issues 11:00 - 12:00 p.m. Open Forum with Members of the Judiciary 1:30 - 5:00 p.m. Wine tasting at the home and private vineyard of Mary Jo and Art Shartsis (transportation provided) Featuring wines from Secret Napa Valley Wines (a unique private wine society) and Amica Cellars 3:00 - 10:00 p.m. ABTL Sponsored Kid’s Camp (ages 4-12) Supervised activities including relay races, air hockey, swimming, arts and crafts, basketball, games and more 6:00 – 6:30 p.m. Cocktail Reception 6:30 - 7:30 p.m. Special Presentation by Kathleen Sullivan on interstate wine litigation 7:30 - 10:00 p.m. Dinner Buffet & Enertainment Emmy-award Winning performer Jim Salestrom Sunday, October 7, 2007 7:00 - 9:30 a.m. Buffet Breakfast 8:30 - 8:45 a.m. Welcome Remarks 8:45 - 9:40 a.m. Litigation: Individual, Representative or Class 9:50 - 10:45 a.m. Practice Under the New E-Discovery Rules 11:00 - 11:55 a.m. Witness Examinations 11:55 - 12:00 p.m. Conclusion Schedule and Faculty for 8 hrs. of MCLE approved by the State Bar of CA Saturday, October 6, 2007 8:45 - 9:40 a.m. Private Investigators JUSTICE RICHARD D. FYBEL, CALIFORNIA COURT OF APPEAL, 4TH DIST. DIV. 3 Justice Fybel is a graduate of UCLA and UCLA School of Law. He is an Associate Justice of the Court of Appeal and was a judge of the Orange County Superior Court. Prior to his judicial appointment, Justice Fybel was a partner in Morrison & Foerster, specializing in civil business litigation. Justice Fybel is the Chair of the California Supreme Court’s Advisory Committee on the Code of Judicial Ethics and the 2005 UCLA Law School Alumnus of the Year for Public and Community Service. FERNANDO AENLLE-ROCHA, WHITE & CASE Fernando Aenlle-Rocha is a partner in the Los Angeles office of White & Case. He advises and defends corporations and individuals in white-collar criminal investigations and prosecutions, and civil lawsuits pending in federal and state courts. For nine years, he served as a federal prosecutor in the Criminal Division of the United States Attorney’s Offices. He also served as a Deputy District Attorney in the Major Fraud and Central Trial Units of the Los Angeles County District Attorney’s Office. LESLIE R. CALDWELL, MORGAN LEWIS & BOCKIUS LLP Leslie Caldwell is a partner in the New York office of Morgan Lewis. Her practice concentrates on internal investigations and defense of companies and individuals across a wide range of industries accused of involvement in white collar crime, SEC or other regulatory violations, and other crises. Ms. Caldwell served in the U.S. Department of Justice for 17 years and in the U.S. Attorney’s Office for the Northern District of California, where she was chief of the Criminal Division and the Securities Fraud Section. PHILLIP R. KAPLAN, O’MELVENY & MYERS Phil Kaplan is a partner in the Newport Beach office of O’Melveny & Myers. Phil’s practice expertise includes securities litigation, corporate governance matters, internal investigations, and director and officer liability issues. Phil received his J.D. at the University of Southern California and his B.A. from Yale. ELLIOT R. PETERS, KEKER & VAN NEST LLP Elliot Peters litigates all manners of complex civil and white collar criminal cases. He has been named California Lawyers “Attorney of the Year” and is listed as a “Northern California Super Lawyer.” He is listed in “Best Lawyers of America” and in the Chambers USA America’s Leading Business Lawyers. Elliot is a former Assistant United States Attorney in the Southern District of New York, and a former law clerk to the HonorableWhitman Knapp of the Southern District of New York. BART SCHWARTZ Bart Schwartz served under US Attorney Rudolph Giuliani as the Chief of the Criminal Division in the Southern District of New York, overseeing prosecutions related to financial and business fraud. In 1991, Mr. Schwartz founded and was CEO of Decision Strategies, an international investigative and security firm, which was sold to SPX in 2001. He has conducted many investigations and inquiries relating to HR matters, compliance issues, the Foreign Corrupt Practices Act, fraud, asset searching and due diligence. Bart was recently retained by Hewlett-Packard to conduct a worldwide review of its investigative practices and procedures. 9:50 - 10:45 a.m. Director and Officer Liability HON. MARILYN H. PATEL, UNITED STATES DISTRICT COURT, NORTHERN CA Marilyn Hall Patel is a United States District Judge for the Northern District of California. She was nominated by President Jimmy Carter in 1980 and served as Chief Judge for the district from 1997 until 2004. Judge Patel received her B.A. from Wheaton College in 1959 and J.D. from Fordham University in 1963. She has presided over many notable cases including: A&M Records v. Napster, Bernstein v. U.S. Department of State. She issued the writ setting aside the conviction in U.S. v. Korematsu. MARK E. CULLERS, OFFICE OF THE UNITED STATES ATTORNEY Mark Cullers began his legal career at Kronick, Moskovitz, Tiedemann and Girard in Sacramento, doing primarily business litigation and representing school districts. He joined the U.S. Attorney’s Office for the Eastern District of California in 1988 at the Branch Office in Fresno, California, beginning in the civil division of the U.S. Attorney’s Office, and switched to the criminal division in 1991. He became Deputy Chief of the Fresno Branch Office in 1997, and Chief of the Fresno Branch Office in 2003. Mark received his J.D. at George Washington University Law school and his B.A. from U.C.L.A. NICOLA T. HANNA, GIBSON DUNN & CRUTCHER Nicola Hanna is an experienced trial lawyer and litigation partner in the Orange County office of Gibson, Dunn & Crutcher and is a member of the firm’s Business Crimes and Investigations Practice Group. Mr. Hanna is a former federal prosecutor and specializes in white collar criminal defense, internal corporate investigations, and complex business litigation. BARBARA LAWLER, INTUIT, INC. Barbara Lawler is the first Chief Privacy Officer at Intuit. She is responsible for creating and driving privacy and personal information use strategy, policy and implementation, and regulatory analysis. Prior to Intuit, Barbara was the CPO at Hewlett Packard. While there, she lead a global team responsible for online and offline privacy strategy, policy, and standards, and implemented customer-friendly privacy policies and practices, helping HP become the “Most Trusted Company for Privacy” in 2005. JOHN W. SPIEGEL, MUNGER, TOLLES & OLSON John Spiegel is a litigation partner at Munger, Tolles & Olson in Los Angeles. He received his J.D. from Yale Law School in 1976 where he was Editor-in-Chief of the Yale Law Journal. He served as law clerk to Justice Byron White of the United States Supreme Court from 1976 to 1979. He served as Special Assistant to Deputy Secretary of State Warren Christopher. From 1979 to 1982, he served as an Assistant United States Attorney in Los Angeles. DEBRA WONG YANG, GIBSON DUNN & CRUTCHER Ms. Yang is a partner in Gibson, Dunn & Crutcher and she is Co-Chair of the firm’s Crisis Management Practice Group and a member of the Business Crimes and Ingestigations Practice Group. Ms. Yang previously served as the United Stated Attorney for the Central District of California. Her appointment in 2002 made her the first Asian-American woman to serve as a United States Attorney. She was selected to serve on President Bush’s Corporate Fraud Task Force, the Attorney General’s Advisory Committee on Civil Rights, and the Intellectual Property Task Force. 11:00 - 12:00 p.m. Open Forum with Members of the Judiciary HON. CYNTHIA AARON, CALIFORNIA COURT OF APPEAL HON. JAN M. ADLER, UNITED STATES DISTRICT COURT HON. GAIL ANDLER, ORANGE COUNTY SUPERIOR COURT HON. ANDREW P. BANKS, ORANGE COUNTY SUPERIOR COURT HON. JEFFREY B. BARTON, SAN DIEGO SUPERIOR COURT HON. STEVEN A. BRICK, ALAMEDA SUPERIOR COURT HON. ALFRED G. CHIANTELLI, (RET.) SAN FRANCISCO SUPERIOR COURT HON. THIERRY P. COLAW, ORANGE COUNTY SUPERIOR COURT HON. J. STEPHEN CZULEGER, LOS ANGELES SUPERIOR COURT HON. STEVEN R. DENTON, SAN DIEGO SUPERIOR COURT HON. SHEILA FELL, ORANGE COUNTY SUPERIOR COURT HON. BETH C. FREEMAN, SAN MATEO SUPERIOR COURT HON. TERRY B. FRIEDMAN, LOS ANGELES SUPERIOR COURT HON. IRMA E. GONZALEZ, UNITED STATES DISTRICT COURT HON. J. RICHARD HADEN, (RET.) SAN DIEGO SUPERIOR COURT HON. MAUREEN F. HALLAHAN, SAN DIEGO SUPERIOR COURT HON. BRAD R. HILL, CALIFORNIA COURT OF APPEAL HON. ELIZABETH LAPORTE, UNITED STATES DISTRICT COURT HON. PATRICIA M. LUCAS, SANTA CLARA SUPERIOR COURT HON. ANNE-CHRISTINE MASSULLO, SAN FRANCISCO SUPERIOR COURT HON. MARLA MILLER, SAN FRANCISCO SUPERIOR COURT HON. MARGARET MCKEOWN, NINTH CIRCUIT COURT OF APPEALS HON. MARY ANN MURPHY, LOS ANGELES SUPERIOR COURT HON. KATHLEEN O’LEARY, CALIFORNIA COURT OF APPEAL HON. LAWRENCE J. O’NEILL, UNITED STATES DISTRICT COURT HON. WAYNE L. PETERSON, (RET.) SAN DIEGO SUPERIOR COURT HON. PETER POLOS, ORANGE COUNTY SUPERIOR COURT HON. RONALD M. SABRAW, (RET.) ALAMEDA SUPERIOR COURT HON. DANA SABRAW, UNITED STATES DISTRICT COURT HON. JANIS L. SAMMARTINO, SAN DIEGO SUPERIOR COURT HON. JAMES V. SELNA, UNITED STATES DISTRICT COURT HON. MARK SIMONS, CALIFORNIA COURT OF APPEAL HON. NANCY WIEBEN STOCK, ORANGE COUNTY SUPERIOR COURT HON. DAVID C. VALESQUEZ, ORANGE COUNTY SUPERIOR COURT HON. CARL J. WEST, LOS ANGELES SUPERIOR COURT Sunday, October 7, 2007 8:45 - 9:40 a.m. Litigation: Individual, Representative or Class HON. FRANK C. DAMREL, UNITED STATES DISTRICT COURT, EASTERN CA Judge Damrell was appointed by President Clinton to the United States District Court on November 12, 1997. He has served on the Judicial Branch Committee of the United States Judicial Conference; Board of Advisors for The National Conference on Citizenship; Board of Trustees, University of California, Merced; and Board of Regents of Santa Clara University. CINDY COHN, ELECTRONIC FRONTIER FOUNDATION Cindy Cohn is the Legal Director and General Counsel for the Electronic Frontier Foundation (“EFF”). She is responsible for overseeing legal strategies and supervising 9 staff attorneys. EFF continues to be actively involved wherever freedom and civil liberties are at stake online. Ms. Cohn has testified before Congress, been featured in the New York Times, San Francisco Chronicle, and elsewhere for her work on cyberspace issues. In 2006, Ms. Cohn was named one of the 100 most influential lawyers in America by the National Law Journal for “rushing to the barricades wherever freedom and civil liberties are at stake online.” BRUCE A. ERICSON, PILLSBURY WINTHROP SHAW PITTMAN LLP Bruce Ericson is a partner with Pillsbury Winthrop Shaw Pittman LLP. Mr. Ericson is the leader of Pillsbury’s Securities Litigation Team and its litigation practice in San Francisco. He defends securities class actions and shareholder derivative actions, and represents clients in SEC and internal investiga- tions. Currently he is representing AT&T in In re National Security Agency Telecommunications Records Litigation, MDL-1791. BETH GIVENS, PRIVACY RIGHTS CLEARINGHOUSE Beth Givens is founder and director of the Privacy Rights Clearinghouse, a nonprofit consumer organization located in San Diego, California and established in 1992. She developed the PRC’s Fact Sheet series and contributed the identity theft entries for three encyclopedias. Beth has represented consumers’ interests in state and federal public policy proceedings and is often interviewed by the media on privacy issues. (www.privacyrights.org) ANDREW B. SERWIN, FOLEY & LARDNER Andrew Serwin is a partner in the San Diego office of Foley & Lardner LLP. His practice focuses on privacy and security compliance and litigation matters, e-commerce, software development and licensing, professional services agreements, intellectual property licensing, protection and litigaion, information technology transactions and corporate finance. 9:50 - 10:45 a.m. New E-Discovery Rules in Practice After 10 Months HON. ANTHONY J. BATTAGLIA, UNITED STATES DISTRICT COURT, SOUTHERN CA Judge Battaglia practiced in the areas of plaintiffs’ personal injury, products liability and maritime law. He was appointed as a United States Magistrate Judge in 1993. He has served as President of the San Diego County Judges Association (1997), the San Diego County Bar Association (1992) and the San Diego Trial Lawyers Association (1987). Judge Battaglia served as the Chair of the Federal Rules Committee of the Federal Magistrate Judges Association from 1996 to 2003. He currently serves on the Judicial Conference Advisory Committee on Criminal Rules, the Southern District of California’s Local Rules Committee and is Chair of the Ninth Circuit Executive Board of Magistrate Judges. In addition, he is Vice President of the Federal Magistrate Judges Association. HON. VICTOR B. KENTON, UNITED STATES DISTRICT COURT, CENTRAL CA Judge Kenton has held the position of United States Magistrate Judge in Los Angeles since July 2001. Prior to that, he worked as a trial attorney. Judge Kenton has taught at the National Institute of Trial Advocacy (NITA) in San Francisco and has lectured in the area of trial evidence. He has participated in panel presentations for ABTL on the subjects of federal practice and the new e-discovery rules. He is also an adjunct professor at Pepperdine Law School. BARRY L. GOLDNER, KLEIN, DENATALE, GOLDNER, COOPER, ROSENLIEB & KIMBALL, LLP Barry Goldner is a partner with Klein, DeNatale, Goldner, Cooper, Rosenlieb & Kimball in Bakersfield, California. KDG has recently grown to over 50 lawyers. Barry has broad experience in commercial and business litigation in state and federal courts. Barry serves as outside general counsel for companies across various industries, including construction, real estate and development (residential and commercial), agriculture, and medical. MONTY A. MCINTYRE, SELTZER CAPLAN MCMAHON VITEK Monty McIntyre is a Shareholder at Seltzer Caplan McMahon Vitek. He is a civil trial lawyer in the areas of business, insurance bad faith, tort (catastrophic personal injury and wrongful death), and land use and real property litigation. Mr. McIntyre also serves as a private mediator. He is a member of the American Board of Trial Advocates (“ABOTA”), is rated “AV” by Martindale-Hubbell, and has received two Outstanding Trial Lawyer Awards from the Consumer Attorneys of San Diego. GWYN D. QUILLEN, BINGHAM MCCUTCHEN LLP Gwyn Quillen is a litigation partner with Bingham McCutchen. Gwyn has represented accounting firms in several trials, including a jury trial to defense verdict of a major securities class action. She has successfully defended accounting firms in securities fraud cases; auditing, tax, and consulting malpractice cases; and investigations by the SEC, the Office of Thrift Supervision, the California and Arizona Societies of CPAs, the AICPA’s Quality Control Investigation and Ethics Committees, and the DOJ. The Century City Bar Association named Gwyn its 2007 “Litigator of the Year.” She also was recognized by the Daily Journal as one of the “Top 75 Women Litigators” in California in 2006, and is listed in the publication The Best Lawyers in America. LINDA E. SHOSTAK, MORRISON & FOERSTER LLP Linda Shostak is a partner in Morrison & Foerster’s Litigation Department. She has focused her practice on litigation and trials of numerous employment law matters, representing public and private sector clients and, on a limited basis, individual plaintiffs. She has tried multiple cases to jury verdict, including commercial disputes, libel, criminal cases, and employment law matters. She also has substantial experience with bench trials and arbitrations. Ms. Shostak has been with Morrison & Foerster for more than 30 years, beginning as an associate in 1974, and then as a partner in 1979. 11:00 - 11:55 a.m. Witness Examinations on Security and Privacy Issues HON. DALE S. FISCHER, UNITED STATES DISTRICT COURT, CENTRAL CA Judge Dale Fischer was appointed to the United Sates District Court, Central District of California in October 2003 by President George W. Bush. She attended Harvard Law School from which she graduated in 1980 and after a distinguished career as a civil trial lawyer at Kindel & Andersen and then Heller, Ehrman, et al., she was appointed as a California Municipal Court Judge in 1997 by Governor Pete Wilson, following which she became a Superior Court Judge in January 2000. MELINDA L. HAAG, ORRICK, HERRINGTON & SUTCLIFFE LLP Melinda Haag, a partner with Orrick, Herrington & Sutcliffe in San Francisco, is an experienced trial lawyer with a combined 18 years of federal prosecutorial and private sector experience. She has handled cases involving securities fraud, mail and wire fraud, antitrust violations, FCPA violations, environmental crimes, civil rights violations, defense contractor fraud, health care fraud, bank fraud, and money laundering. WAYNE R. GROSS, OFFICE OF THE UNITED STATES ATTORNEY Wayne Gross graduated magna cum laude from Hastings Law School in 1988, where he served as an editor of the law review. He clerked for Judge Laughlin E. Waters, a U.S. District Court Judge in Los Angeles. From there he joined the U.S. Attorney’s Office in 1990 where he successfully tried highly publicized cases in Orange County, including the Katarina Witt stalker case and the UCI Fertility case. He has received two national awards from the Attorney General for his complex fraud work. He has been Chief of the Orange County Branch of the U.S. Attorney’s Office where he oversees the prosecution of all federal crimes impacting Orange County. BRIAN A. SUN, JONES DAY Brian Sun, a partner with Jones Day in Los Angeles, has earned a national reputation as a distinguished trial lawyer specializing in complex business litigation and white-collar criminal defense, including partnership disputes, intellectual property, securities, employment, unfair business practices claims, environmental, entertainment, professional negligence, and others. Mr. Sun was co-counsel for former Los Alamos nuclear scientist Dr. Wen Ho Lee, who was falsely accused by the U.S. government of spying for the People’s Republic of China.. Mr. Sun repre- sents Fortune 300 corporations, public and private companies, investment firms, accounting and law firms, automobile manufacturers, and individuals in state and federal courts and before administrative and regulatory agencies. WILLIAM S. FREEMAN, COOLEY GODWARD KRONISH LLP William Freeman is a partner in the Palo Alto office of Cooley Godward Kronish and co-chair of its Securities Litigation Practice Group. His practice involves the defense of class actions, derivative suits, and government investigations and enforcement actions under federal and state securities laws. He has conducted numerous internal corporate investigations on behalf of boards and board committees, and regularly advises boards on securities compliance issues. He has written, lectured, and testified before the SEC on securities litigation reform. GENERAL INFORMATION WHAT IS INCLUDED FOR ATTENDEES AND REGISTERED GUESTS • All Seminar Presentations • Welcome Reception & Keynote Address • 2 Continental Breakfasts • Dinner Event and Entertainment • Registered Children may attend continental breakfasts and scheduled children’s activities • Sponsor Exhibits CANCELLATION POLICY Program registration fees are only refundable up to Tuesday, September 3, 2007, less a processing fee of $125. Cancellations must be received in writing by fax at 323.843.9862, or e-mail at email@example.com no later than 5 p.m. on Tuesday, September 3, 2007. MCLE CREDIT This activity has been approved for Minimum Continuing Legal Education credit by the State Bar of California in the amount of 8 hours. The ABTL certifies that this activity conforms to the standards of approved education activities prescribed by the rules and regulations of the State Bar of California governing minimum continuing legal education. Attendees must sign each daily official registration forms to receive credit. HOTEL ACCOMMODATIONS You are responsible for booking your own hotel accommodations. ABTL has reserved a block of 200 rooms at Silverado Resort at a rate of $265 (call 800.532.0500). We also have 50 rooms reserved at the nearby Meritage Resort at a rate of $295 (call 707.251.1900). To qualify for these rates you must book directly with the hotel by September 4, 2007, and be a registered ABTL seminar attendee. The ABTL cannot guarantee availabilty of rooms and encourages you to book early. The ABTL will assist you with questions and concerns regarding your hotel arrangements, but will not assume responsibility for hotel cancellation penalties. The seminar program and dinners will be at Silverado Resort. ABTL has booked the Meritage rooms due to high demand for this seminar. Free transportation between the properties and to the wine tasting will be provided. Silverado and Meritage will honor all seminar attendees with full guest privileges. Reserve now since space is limited. GOLF & SPA The ABTL is holding a group of tee times on Friday morning and Saturday afternoon. Please indicate on the registration form if you wish to hold a tee time. Both Silverado and Meritage offer excellent spa services but they will book up. We encourage you to make your reservation early. CONTACT INFORMATION Event Planner: Rebecca L. Cien 619 Chalk Hill Lane Murphy, TX 75094 PH 323.823.6934; FX 323.843.9862 EMAIL firstname.lastname@example.org abtl ASSOCIATION OF BUSINESS TRIAL LAWYERS 34th ANNUAL SEMINAR October 5-7, 2007 - Silverado Resort, Napa Valley CONFERENCE REGISTRATION FORM Complete the registration form and submit to ABTL, 619 Chalk Hill Land, Murphy, TX 75094 Make checks payable to the ABTL. Tax. ID: 51-0167001. Registration by credit card payment must be made through our partner PayPal at our website. Personal Information: Name: State Bar #: Firm: Address: City: State / Province: Zip: Phone: Fax: E-Mail: ABTL Chapter: Please Indicate Chapter. You must join your local ABTL chapter to be eligible to attend this seminar. Los Angeles Northern California San Diego Orange County San Joaquin Valley Category Selection and Registration Fees: Please register in one of the following categories. Prices are Per Person. Registration fees include all materials, group meals and special events. Early Conference Registration (before August 1, 2007) $750.00 Conference Registration (postmarked after August 1, 2007) $850.00 Early Conference Registration (before August 1, 2007) $550.00 - New Lawyer (Admitted to practice 10 years or less) - In-house Counsel - Public Entity Attorney Conference Registration (postmarked after August 1, 2007) $650.00 - New Lawyer (Admitted to practice 10 years or less) - In-house Counsel - Public Entity Attorney Judicial/Government Employee Registration $350.00 Early Spouse / Guest Registration (before August 1, 2007) $350.00 - Includes 2 breakfasts, 2 dinners and entertainment Spouse / Guest Registration (postmarked after before August 1, 2007) $400.00 - Includes 2 breakfasts, 2 dinners and entertainment Child Registration $175.00 - Children 14 and under - Includes 2 breakfasts, 2 dinners and entertainment Non-Lawyer Vendor Registration $2500.00 * A fee of $100 will be assessed for all on-site registrations. abtl ASSOCIATION OF BUSINESS TRIAL LAWYERS 34th ANNUAL SEMINAR October 5-7, 2007 - Silverado Resort, Napa Valley CONFERENCE REGISTRATION FORM Complete the registration form and submit to ABTL, 619 Chalk Hill Land, Murphy, TX 75094 Make checks payable to the ABTL. Tax. ID: 51-0167001. Registration by credit card payment must be made through our partner PayPal at our website. Guest Name: Names & Ages of Children: Payment Information: Enter total cost from all categories selected on registration form on previous page. Select appropriate payment and enclose payment by check. Total: We welcome you to pay by credit card through our partner Pay Pal, that is accessible on our website www.abtl.org Activities: Please indicate in which activities you would like to participate. If additional costs are incurred, you will be contacted for payment or authorization to charge to your resort accommmodations. Golf (Saturday afternoon) Wine Tasting - Please include me _____ & my guest _____ Saturday afternoon for the off site wine tasting (please note total number of attendees) Golf (I am arriving early and would like to play golf on Friday morning) ANNUAL SEMINAR COMMITTEE Robert H. Bunzel, Bartko Zankel Tarrant & Miller - Chair, Northern CA Chapter Katherine A. Bacal, Baker & McKenzie - San Diego Chapter Daniel Bergeson, Bergeson LLP - Northern CA Chapter Hon. Beth Freeman, San Mateo Superior Court - Northern CA Chapter Leonard Herr, Dooley Herr & Peltzer - San Joaquin Valley Chapter Marisa Janine-Page, Patricia A. Meyer & Associates - San Diego Chapter Hon. Elizabeth LaPorte, United States District Court - Northern CA Chapter Daniel Nixon, Byrne & Nixon - Los Angeles Chapter Ron Oines, Rutan & Tucker - Orange County Chapter Robert Perrin, Latham & Watkins - Los Angeles Chapter John Peterson, Atkinson, Andelson, Loya, Ruud et al. - San Joaquin Valley Chapter Jeffrey Reeves, Gibson Dunn & Crutcher, Orange County Chapter Steven Sletten, Gibson Dunn & Crutcher - Los Angeles Chapter Frank Tobin, Procopio, Cory, Hargreaves & Savitch LLP- San Diego Chapter Darryl Woo, Fenwick & West - Northern CA Chapter SPONSORS Strategic Solutions for Complex Litigation - ACT Litigation is a full-service litigation support provider. We believe that document discovery can be done cost-effectively and cost-predictably through defensible, quality-measured processes. We provide a broad range of services to corporate law departments and outside counsel nationwide, including electronic discovery, document review acceleration, web hosting, attorney review, objective coding, hardcopy conversion and automated document productions. We do not charge for project-related technical consulting, project management, training, travel or sales tax. Our focus on strategic thinking, continuous improvement and consistent delivery result in some of the most satisfied clients in the legal industry. ADR Services, Inc. provides neutrals who specialize in resolving many types of disputes including complex business matters. With 140 highly effective mediators and arbitrators, ADR Services, Inc. is the fastest growing ADR provider in California, with offices in San Francisco, Los Angeles, Century City, San Diego, Las Vegas and Orange County. The undisputed leader in legal rules- based calendar and matter management software with automated rules databases for all 50 states. Used by over 60% of the AmLaw Top 50. Web Portal available. Integrates with Outlook, GroupWise, Lotus Notes and other legal software products. With decades of dispute consulting experience and through thousands of cases of various types and descriptions, Deloitte Financial Advisory Services LLP has a solid track record of helping counsel with challenging financial and economic issues in complex litigation and other business dispute cases. Our professional have the skills, experience and training to provide valuable financial insight and clarity to counsel during all stages of a business dispute, from case theory development and discovery to expert witness testimony. Our forensic investigation professionals help reconstruct accounting and business records and provide the detailed analysis necessary to uncover essential facts and insights, even in some of the most difficult circumstances. For more information, visit www.deloitte.com/us/fas FTI is a global business advisory firm dedicated to helping organizations in an increasingly complex legal, regulatory and economic environment. Our team of over 2000 experienced advisors provides complete end-to-end services – from electronic discovery and forensic accounting to dispute advisory, compliance, monitoring, jury, graphics, and trial presentation consulting. Huron Consulting Group helps clients effectively address complex challenges that arise in litigation, disputes, investigations, regulatory compliance, procurement, financial distress, and other sources of significant conflict or change. The Company also helps clients deliver superior customer and capital market performance through integrated strategic, operational, and organizational change. Huron provides services to a wide variety of both financially sound and distressed organizations, including Fortune 500 companies, medium-sized businesses, leading academic institutions, healthcare organizations, and the law firms that represent these various organizations. Huron also provides cost- effective attorney review solutions from its five customized review facilities located throughout the United States. With capacity in excess of 600 attorney reviewers, Huron is able to tackle the most demanding legal document reviews in a timely, high quality manner. Learn more at www.huronconsultinggroup.com. Founded in 1979, JAMS, The Resolution Experts, is the nation’s largest private provider of alternative dispute resolution services. With 23 Resolution Centers nationwide, JAMS and its more than 200 full-time, exclusive mediators and arbitrators resolve the nation’s most important cases. JAMS may be reached at 800- 352-5267 or www.jamsadr.com. SPONSORS Kroll specializes in helping lawyers advance their clients’ most business-critical objectives. Our investigative, forensic accounting, financial analyst, eDiscovery and computer forensic professionals provide an edge for litigators by obtaining and analyzing hard-to-get information; supporting investigations; locating critical evidence and witnesses; facilitating discovery; providing valuation services; and serving as damages experts. Together Paulson Reporting & Litigation Services and Legal Reprographics provide the legal community with the most comprehensive suite of services. The products and services we offer include: court reporting, complimentary conference suites, document depositories, videographers, videoconferencing, reproduction, litigation photocopying, litigation imaging, electronic discovery/hosting and graphic design. Our offices are located throughout California, Arizona, Nevada, New York, Massachusetts, Florida and Georgia. For more information, visit www. paulsonreporting.com or www.legalrepro.com. Merrill’s Legal Solutions provides single-source for court reporting, video services, trial presentation, electronic discovery and Web-based data repositories for legal firms. Merrill’s litigation support services deliver technology solutions to enhance speed, efficiency and accuracy of the litigation process. Moss Adams’ Litigation, Forensic Accounting and Investigative Services Group is part of the 12th largest accounting and consulting firm in the United States. Our professionals are seasoned experts with deep accounting, finance and valuation expertise in virtually all major industries. Whether your dispute requires consultants or experts, Moss Adams can help. Veritext , a national leader in the court reporting industry, offers Certified Realtime reporters, videographers, client service teams, online scheduling, online transcript and exhibit repository, videoconferencing, account management and the latest in technology on a national basis. Expert witnesses and consultants for complex litigation involving analyses of lost profits, unjust enrichment, reasonable royalties, lost earnings and lost value of business, forensic accounting and fraud investigation. Other areas – marital dissolution, accounting and tax. Excellent communicators with extensive testimony experience. Offices: Los Angeles and Orange Counties. Telephone: (818) 981-4226 or (949) 219-9816. Website: www.wzwlw.com. Zamucen, Curren, Holmes & Hanzich, CPA’s emphasize in Business Valuations, Economic Damage Calculation for Business & Individuals, Forensic Accounting, Financial Fraud Investigation, Expert Witness Testimony, Computer Support for Litigation, Goodwill Impairment, Merger & Acquisition Consulting, Corporate “Alter Ego” Analysis & Testimony and other general CPA services.