SPONSOR |
NAME/DESCRIPTION |
DATES |
TIMES |
PLACE |
CFLR |
Experts Series, Business Valutaion |
11/11/16 |
8:30-Noon |
Costa Mesa |
CalCPA |
Mining the Field: Differences Between Applied Legal Theory, Reliance on Client Testimony, and Expert Opinion |
10/6/16 |
2 hours |
San Diego |
CalCPA |
Brandes - What it Means to Forensics |
2/19/16 |
2 hours |
Los Angeles |
CFLR |
Advanced Family Law 55-Hour Course Video |
6/15/15 |
3 hours |
Los Angeles |
CFLR |
Advanced Family Law 55-Hour Course Video |
6/14/15 |
8:30-10:30 |
Orange Co. |
CFLR |
Advanced Family Law 55-Hour Course Video |
6/13/15 |
8:30-Noon |
Orange Co. |
AICPA Family Law Conference |
What is Advocacy: Expert Opinion vs. Applied Legal Theory |
5/13/15 |
2:05-3:20 |
Las Vegas |
Forensic Experts |
Direct & Cross |
5/20/14 |
TBD |
San Diego |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2014 |
3/29/14 |
TBD |
Burlingame |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2014 |
3/15/14 |
TBD |
Walnut Creek |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2014 |
3/1/14 |
TBD |
Marina Del Rey |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2014 |
2/22/14 |
TBD |
Costa Mesa |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2014 |
2/15/14 |
TBD |
Carlsbad |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2014 |
2/1/14 |
TBD |
Rancho Cordova |
AAML Southern California |
Equitable Apportionment and Equitable Reimbursement: Moore/Marsden and Beyond |
Jan 2014 |
TBD |
Beverly Hills |
The State Bar |
Enforceability of Premarital and Post-Marital Agreements |
10/11/13 |
10-12 |
San Jose |
San Diego Family Bar Association Fall Seminar |
Business Valuation Experts |
10/9/13 |
TBD |
San Diego |
The Rutter Group |
AFLC/CFLR |
8/9/13 |
9-4:30 |
Costa Mesa |
The Rutter Group |
Video Tape re Spousal Agreements with Judge Thomas Trent Lewis |
4/20/13 |
4 Hours |
Los Angeles |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2013 |
3/22/13 |
10:45-1:45 |
Costa Mesa |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2013 |
3/16/13 |
10:45-1:45 |
Walnut Creek |
Joan Loos Study Group |
Update of FL Cases |
3/12/13 |
6:30-8:30p |
Costa Mesa |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2013 |
3/9/13 |
10:45-1:45 |
Rancho Cordova |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2013 |
3/8/13 |
10:45-1:45 |
Burlingame |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2013 |
3/1/13 |
10:45-1:45 |
Marina Del Rey |
Joan Loos Study Group |
Tracing |
2/28/13 |
6:30-8:30p |
Costa Mesa |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2013 |
2/16/13 |
10:45-1:45 |
Carlsbad |
CEB's Family Law Conference |
Transmutation Law, FL Code § 2640 and Moore/Marsden |
11/16/12 |
9-10:30 |
Costa Mesa |
The Rutter Group's Experts Series: Trial Advocacy |
Direct and Cross-Examination of a Forensic Acountant |
9/9/12 |
8:30-11 |
Costa Mesa |
North County Bar Association & CFLS |
Taking the Deposition of an Expert and Cross-Examination of the Expert |
9/8/12 |
2:00-3:00 |
San Diego |
South Texas College of Law |
Family Law Trial Institute |
5/12-19/12 |
8-5:45 (8 days) |
Houston, TX |
San Diego Family Law College of Trial Advocacy
*Dean of the College |
Trial |
5/5/12 |
8-12:30 |
San Diego* |
|
Preparation of Witnesses for Trial |
5/2/12 |
5:30-8:30 |
|
|
Post-Trial Considerations and Evidence |
4/30/12 |
5:30-8:30 |
|
|
Video Workshop Direct and Cross of Financial Expert and Evidence |
4/28/12 |
8-12:30 |
|
|
Direct of Experts at Deposition and Trial and Evidence |
4/24/12 |
5:30-8:30 |
|
|
Direct and Cross of Financial Expert and Evidence |
4/23/12 |
5:30-8:30 |
|
|
Video Workshop Direct and Cross of Custody Witnesses |
4/14/12 |
8-12:30 |
|
|
Cross of Custody Witnesses and Evidence |
4/10/12 |
5:30-8:30 |
|
|
Direct of Custody Witnesses and Evidence |
4/9/12 |
5:30-8:30 |
|
|
Video Workshop Opening and Closing |
4/7/12 |
8-12:30 |
|
|
Opening Statement and Evidence |
4/4/12 |
5:30-8:30 |
|
|
Trial Preparation and Evidence |
4/2/12 |
5:30-8:30 |
|
The Rutter Group |
Timing for Filing Breach of Duty Motions |
4/27/12 |
Video Recording |
Los Angeles |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2012 |
3/30/12 |
TBD |
Costa Mesa |
The Rutter Group |
TRG/CFLR’s Annual 12 Hour Family Law Refresher Course 2012 |
3/23/12 |
TBD |
Los Angeles |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2012 |
2/24/11 |
TBD |
Burlingame |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2012 |
2/17/12 |
TBD |
San Diego |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2012 |
2/10/12 |
TBD |
Walnut Creek |
AAML Mentoring Group |
What a Final Declaration of Disclosure Should Contain |
2/7/12 |
5:00-7:00p |
Sacramento |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2012 |
2/3/12 |
TBD |
Rancho Cordova |
Pasadena Bar Assn
|
Fiduciary Duties: An Overview and Analytical Approach |
11/30/11 |
12:00-3:00 |
Pasadena |
Beverly Hills Bar Family Law Section |
Fiduciary Duties |
11/19/11 |
12:30-1:20 |
Beverly HIlls |
The Rutter Group/CFLR |
Property Characterization |
8/26/11 |
9:00-4:30 |
Costa Mesa |
Cal CPA Society Family Law Section |
Equitable Remedies -- Moore-Marsden and Beyond: Apportionment and Reimbursement Based on Use of Funds to Benefit Another Estate |
8/19/11 |
1:00-2:30 |
Los Angeles |
CBIZ MHM National Training Program |
Complex Issues in California Family Law |
8/5/11 |
9:00-1:00 |
Las Vegas |
CBIZ MHM National Training Program |
Expert Best Practices |
8/4/11 |
10:10-11:00 |
Las Vegas |
Phillips, Lerner & Lauzon |
In-House Presentation: Breach of Fidiciary Duty |
7/26/11 |
12:30 |
Los Angeles |
San Diego County Bar Assn CFLS |
Fundamentals of Characterization |
6/11/11 |
12:30-1:15 |
San Diego |
South Texas College of Law |
Family Law Trial Insititute |
5/14-21/11 |
8-5
(8 days) |
Houston, TX
|
ACFLS |
The Proper Date of Value for Small Professional Practices: Imperato + Barnert = Green + Watts |
4/26/11 |
12:00 - 1:00 |
Sacramento |
Brinig & Co. |
Tracing 101 |
4/18/11 |
10:00-Noon |
San Diego |
The Rutter Group |
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2011 |
3/4/11 |
1:30-4:30 |
Costa Mesa |
The Rutter Group |
TRG/CFLR’s Annual 12 Hour Family Law Refresher Course 2011 |
2/18/11 |
1:30-4:30 |
San Diego |
The Rutter Group
|
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2011 |
2/11/11 |
1:30-4:30 |
Marina Del Rey |
The Rutter Group
|
TRG/CFLR's Annual 12 Hour Family Law Refresher Course 2011 |
2/4/11 |
1:30-4:30 |
Sacramento |
AAML Southern California |
18th Annual Institute of Trial Advocacy. Topic: Effective Utilization of Electronic Evidence at Trial
|
1/17/11 |
11:00-12:45 |
Santa Monica |
CFLS Winter Seminar |
Judges Panel: Postseparation Disclosure Obligations -- A View from the Bench |
12/4/10 |
TBD |
San Diego |
ACFLS |
Equitable Apportionment Tracing |
10/26/10 |
12-1 |
Sacramento |
CFLS Committee of SDBA |
Is It Income or Not? -- That is the Question |
10/13/10 |
6-9pm |
San Diego |
2010 Business Valuation Conference |
Defending Variables - Bringing It All Together: A Sample Report for a CPA to Defend and an Attorney to Challenge |
7/9/10 |
2:40-4:35 |
Los Angeles |
2010 Business Valuation Conference |
Complex Apportionment Cases |
7/9/10 |
1:05-2:25 |
Los Angeles |
CFLS Summer Seminar |
Evolution & Revolution: The Economy, Elkins and the Ever-Changing Family Law
Topic: Family Law
Presumptions |
6/12/10 |
TBD |
San Diego |
AAML |
TBD |
5/15 & 16/10 |
TBD |
Sonoma |
The Rutter Group |
TRG/CFLR's Family Law Refresher Course 2010
Topic: TBD |
3/27 & 28/10 |
8a-6p |
Burlingame |
The Rutter Group |
TRG/CFLR's Family Law Refresher Course 2010
Topic: TBD |
3/13 & 14/10 |
8a-6p both days |
Costa Mesa |
The Rutter Group |
TRG/CFLR's Family Law Refresher Course 2010
Topic: TBD |
2/19 & 20/10 |
8a-6p both days |
Marina Del Rey |
The Rutter Group |
TRG/CFLR's Family Law Refresher Course 2010
Topic: TBD |
2/12 & 13/10 |
8a-6p both days |
San Diego |
The Rutter Group |
TRG/CFLR's Family Law Refresher Course 2010
Topic: TBD |
2/6& 7/10 |
8a-6p both days |
Rancho Cordova |
AAML Southern California |
17th Annual Institute of Trial Advocacy
Topic: TBD |
1/16/10 |
8:30a |
Newport Beach |
CFLS
Winter Seminar |
Evolution & Revolution: The Economy, Elkins and the Ever-Changing Family Law |
12/5/09 |
8:45-1:30 |
San Diego |
Business Valuation Resources |
Transmuting and Tracing of Assets |
9/25/09 |
9-10 |
Chicago |
CA State Bar |
Equitable Apportionment of Community and Separate Property in a Chaotic Market |
9/11/09 |
2:15-3:45 |
San Diego |
The Rutter Group |
Family Law Specialists Review Course |
7/31/09 |
5-8p |
Santa Clara |
The Rutter Group |
TRG/CFLR's Family Law Refresher Course 2009 (Property, Agreements & Taxes) |
6/5 & 6/7/09 |
8a-6p both days |
Costa Mesa |
Carol Delzer, Esq. |
In-house Presentation - Postseparation Disclosure Rights and Obligations - Are You Prepared |
4/23/09 |
11:30-1:30 |
Sacramento |
LECG |
Postseparation Disclosure Rights and Obligations - Are You Prepared? |
4/21/09 |
4-7:30 |
San Diego |
ACFLS |
Beyond Pereira & Van Camp: Equitable Apportionment in A Chaotic Market |
4/18/09 |
11:45-1:15 |
Palm Springs |
The Rutter Group
|
TRG/CFLR’s Family Law Refresher Course 2009 |
3/28/09 |
1:30-4:30 |
Rancho Cordova |
The Rutter Group |
TRG/CFLR’s Family Law Refresher Course 2009 |
3/14/09 |
1:30-4:30 |
Burlingame |
The Rutter Group |
TRG/CFLR’s Family Law Refresher Course 2009 |
3/7/09 |
1:30-4:30 |
Costa Mesa |
LECG |
In-house Presentation - Postseparation Disclosure Rights and Obligations - Are You Prepared? |
2/26/09 |
8-10 |
San Diego |
The Rutter Group |
TRG/CFLR’s Family Law Refresher Course 2009 |
2/21/09 |
1:30-4:30 |
Los Angeles |
The Rutter Group |
TRG/CFLR’s Family Law Refresher Course 2009 |
2/14/09 |
1:30-4:30 |
Del Mar |
San Diego Study Group |
Rights of Reimbursement |
2/2/09 |
7-8p |
San Diego |
AAML Southern California |
16th Annual Institute of Trial Advocacy (Presenting How Feldman Affects the Family Law Trial Practice) |
1/18/09 |
8-9 |
San Diego |
AAML Southern California |
16th Annual Institute of Trial Advocacy (Presenting a Breach of Fiduciary Duty Issue at Law and Motion in Trial) |
1/17/09 |
8-10 |
San Diego |
Orange County Study Group |
Tracing & Rights of Reimbursement |
1/15/09 |
7-8p |
Irvine |
Stegmeier & Gelbert |
In-House Presentation - How Fiduciary Duties Affect Modern Family Law Practice |
12/5/08 |
12-3 |
Costa Mesa |
Wagner on Family Law |
How to Prosecute and Defend a Feldman Motion |
11/11/08 |
9-12 |
Rancho Cordova |
AAML |
Cross-Examination of Experts and Other Witnesses |
11/6/08 |
9:30-11:30 |
Chicago |
Wagner on Family Law |
How to Prosecute and Defend a Feldman Motion |
10/18/08 |
9-12:15 |
Rancho Cordova |
Orange County Bar |
How to Prosecute and Defend a Feldman Motion |
10/13/08 |
9-12:15 |
Orange |
Santa Clara County Bar |
How to Prosecute and Defend a Feldman Motion |
10/8/08 |
12-3 |
Santa Clara |
San Diego Study Group |
Postseparation Disclosure Rights & Obligations |
10-6-08 |
6-8p |
San Diego |
Orange County |
How to Prosecute and Defend a Feldman Motion |
9/11/08 |
6-9:15p |
Orange |
Andersen & Co. |
The Principles of Child and Spousal Support |
8/15/08 |
8-12 |
Santa Rosa |
San Diego County Bar |
Business Valuations: California Case Law vs. San Diego County Local Rules |
6/14/08 |
9-10 |
San Diego |
CalCPA Business Valuation Conf |
Reasonable Compensation |
5/28/08 |
1:30-2:30 |
Los Angeles |
AICPA |
Tax Return Preparation |
5/8/08 |
10:30-12 |
Las Vegas |
ACFLS Spring Seminar |
Income v. Cash Flow Available for Spousal Support |
3/16/08 |
8:30-10:15 |
Palm Springs |
CPA Society |
What Forensic Accountants Need to Know About Disclosures After "Feldman" |
2/21/08 |
12-1:30 |
Sacramento |
CPA FL Litigation Section |
What Forensic Accountants Need to Know About Disclosures After "Feldman" |
2/1/08 |
1-3 |
Los Angeles |
Cal CPA BusinessValuation |
Divorce Valuations: What is
the Standard of Value, Who
Decides What it is, How Does
It Stray from FMV and Who
Figures it Out? |
1/31/08 |
10-12 |
Los Angeles |
SF Bar Association |
Family Law Updates & Strategies |
1/26/08 |
8:00-4:30 |
San Francisco |
AAML So California |
15th Annual Institute of Trial Advocacy (Cross-Examination of Forensics in Financial and Custody Issues) |
1/19/08
|
11:30-12:30
|
Santa Monica
|
CalCPA Steering Committee |
What Forensic Accountants Need to Know About Disclosures After "Feldman" |
1/17/08 |
2-3:40 |
Mexico |
ACFLS |
A Systematic Method of Enforcing Fiduciary Duties |
1/12/08 |
9:00- Noon |
Sacramento |
San Diego CFLS 28th Annual Winter Seminar |
Tracing - Whose Property Is It? Part 1 |
12/8/07 |
9:15-10:15 |
San Diego |
Colorado AAML |
Spouses as Fiduciaries: An
Overlooked Opportunity?
Tracing Commingled Property |
12/7/07
12/7/07 |
8:45- 10:00
10:15-11:30 |
Colorado
Colorado |
ACFLS |
Income for the Purposes of Child and Spousal Support |
10/11/07 |
7:00-8:30p |
Novato |
Cal CPA |
Overview of Fiduciary Duties |
9/28/07 |
11:30-1:00 |
Tustin |
CA Legal Secretaries, Inc. |
A Practical Approach to Preparing a Final Declaration of Disclosure in the Day-to-Day Practice of Family Law |
8/17/07 |
7:00-9:00pm |
Sacramento |
ABA |
21st Annual Family Law Trial Institute |
5/19-26/07 |
8:00-5:00
|
Houston, TX |
CA CPA Society |
Business Valuation Issues for Family Law |
5/16/07 |
8:30-10:00 |
Oakland, CA |
LA Co. Bar |
Family Law Symposium on Fiduciary Duties |
5/12/07 |
9:00-10:30 |
Los Angeles, CA |
CA CPA Society Advanced Litigation |
What the Forensic Accountant Must Know About Fiduciary Duties |
5/3-4/07 |
8:00-5:00 |
Las Vegas, NV |
Gursey, Schneider & Co. |
"In-house" Seminar |
4/30/07 |
8:00-5:00 |
Los Angeles, CA |
A Center for Children and Family Law |
"In-house" Seminar |
4/27/07 |
12:00-3:00 |
Orange, CA |
No. Cal AAML |
Equitable Apportionment Tracing |
3/21/07 |
7:00-8:30 |
San Francisco |
Lexis/Nexis
Matthew Bender |
Family Law Developments and Strategies
|
3/3/07 |
8:30-4:30 |
Riverside
|
Lexis/Nexis
Matthew Bender |
Family Law Developments and Strategies |
2/10/07
|
8:30-4:30 |
Sacramento
|
Lexis/Nexis
Matthew Bender |
Family Law Developments and Strategies |
1/20/07
|
8:30-4:30 |
San Francisco
|
AAML So California |
14th Annual Family Law Trial Advocacy Institute (How to try a Pereira/Van Camp Case) |
1/13/07 |
8:45-10:45 |
Newport Beach |
A Center for Children |
"In-House" Seminar |
1/12/07 |
1:00-5:00 |
Orange, CA |
AAML |
Tracing of Assets in Property Cases |
11/11/06 |
9:00-10:30 |
Chicago |
CA Society of CPAs Litigation Section Steering Committee |
Fiduciary Duties |
11/8/06 |
9:00-10:00 |
Oakland |
Santa Clara Co. Bar |
Property Transmutations |
10/10/06 |
1:45-3:15 |
Santa Clara |
Calif. State Bar Convention |
Handling Fiduciary Duty Issues in the Day-to-Day Practice of Family Law |
10/6/06 |
10:00-12:00 |
Monterey |
LA County Bar |
Equitable Apportionment & Reimbursement and Tracing Separate and Community Funds |
10/3/06 |
5:30-9:15pm |
Los Angeles |
Family Law Section of the California Society of CPAs |
Tracing of Assets in Property Cases |
9/29/06 |
10:00-3:00 |
Oakland |
ACFLS Sacramento Chapter |
Equitable Apportionment |
9/26/06 |
12:00-1:30 |
Sacramento |
CBIZ |
Roudtable Discussion on Equitable Apportionment and Tracing |
9/15/06 |
11:00-200 |
Bakersfield |
Kern Co. Bar & Cal CPA |
Equitable Apportionment & Reimbursement and Tracing Separate and Community Funds |
9/14/06 |
12:00-3:00 |
Bakersfield |
Orange Co. |
Equitable Apportionment & Reimbursement and Tracing Separate and Community Funds |
6/1/06 |
6:00-9:00 |
Orange |
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