Agenda / Content Covered

All times are shown in Eastern time

1. Preparing Pleadings, Motions, and Briefs
   10:00 - 10:45, Lisa Cox
   1. Formatting Pleadings
   2. Service and Filing (Including E-Filing)
   3. Prepping Common Motions
   4. Opposition, Affidavits, Memorandums and Orders
   5. Finalizing Briefs, Hearing Binders, and Hearing Prep
   6. Tips for Cite-Checking
2. Discovery Requests, Responses and Document Productions
   10:45 - 11:30, Lisa Cox
   1. Preparing Disclosure Statements
   2. Discovery Requests
   3. Discovery Responses and Objections
   4. Document Retrieval, Review and Production
   5. Collecting, Reviewing and Producing Electronic Documents
   6. Creating Privilege Logs
3. Depositions: Scheduling, Preparation and Summaries
   11:45 - 12:45, Kimberly M. Finnigan
   1. Setting Up/Scheduling Depositions
   2. Preparation and Service of Subpoenas
   3. Deposition Preparation
   4. Reviewing and Summarizing Depositions
4. Litigation Case Management, Organization and Communication
   1:15 - 2:45, Kelli Moro Radnothy
   1. Calendaring and Docketing
   2. Tracking Systems
   3. Document Management
   4. Organizing Case Files
   5. Coordinating Communications Between Parties
   6. Leveraging Technology in Litigation
   7. Savvy Legal Research and Online Investigation Tips
5. Trial Preparation and Assistance
   3:00 - 4:00, Kelli Moro Radnothy
   1. Jury Instructions
   2. Organizing Exhibits and Other Demonstrative Evidence
   3. Exhibit and Witness Lists
   4. Preparing Trial Binders
   5. Trial Site Preparation
   6. Assisting at Trial and Post-Trial Wrap-Up
6. Ethics for Litigation Paralegals
   4:00 - 5:00, Kelli Moro Radnothy
   1. Avoiding UPL in Litigation
   2. Handling Client Files
   3. Billing and Timekeeping
   4. Ethics of Discovery and Evidence
   5. Maintaining Confidentiality

Accreditation Details:

LISA COX is a senior paralegal with Gomez Trial Attorneys. For the past 30 years, she has specialized in personal injury, employment law, class actions, medical malpractice, commercial litigation and complex business litigation. She has worked at the law firms of Bernstein Litowitz Berger & Grossmann; Chapin Fitzgerald & Sullivan; Latham & Watkins; Gordon & Rees; U.S. Attorney’s Office for the Southern District of California; Grace, Brandon, Hollis & Ramirez; Monaghan & Strauss; and Ault, Deuprey, Jones and Gorman. In 1990, Ms. Cox obtained an A.A. degree in paralegal studies from Kelsey-Jenney Business College, where she was selected as the outstanding graduate, graduating number one in her class. She is a member of the Consumer Attorneys of San Diego and Lawyers Club of San Diego. Ms. Cox was the recipient of the Consumer Attorneys of San Diego's 2015 President's Award.

KIMBERLY M. FINNIGAN is a paralegal with Halloin Law Group, S.C. Her areas of responsibilities include handling discovery, with a focus on subpoenas, both during discovery and for trial; assisting attorneys with briefs and affidavits; and preparation for and attendance at trial including, tracking and maintaining all exhibits, and coordinating witnesses, trial logistics, and obtaining and running any technology that may be present for trail. Ms. Finnigan earned her B.A. degree from Marquette University.

KELLI MORO RADNOTHY is a trial technician, paralegal, and consultant with KLR Paralegal. With more than 16 years in the legal industry, she has developed extensive experience in a multitude of complex business litigation matters and various areas of law. Ms. Radnothy has supported a variety of trial teams in full litigation, trial preparations, hot seat operations and post-trial procedures. She is highly skilled at presenting evidence for proceedings ranging from multi-week federal trials to ongoing Judicial Review Committee hearings and is extremely well-versed in litigation and trial technologies, as well as general court procedures and processes. Ms. Radnothy developed and taught the curriculum at the University of WA for the lesson on ethics and professional responsibility. Ms. Radnothy holds a B.S. degree from Northern Arizona University and earned her paralegal certificate from Miramar College and an e-discovery and litigation technology certificate from UCSD Extension. She is an active member with the Sacramento Valley Paralegal Association, San Francisco Paralegal Association, Women in e-Discovery, International Legal Technology Association, Fresno County Women Lawyers, and Northern Nevada Women Lawyers Association. For many years, Ms. Radnothy served as a director for the San Diego Paralegal Association including an executive committee role as treasurer.