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  • California Legal Symposium

California Legal Symposium

  • 09 Nov 2023
  • 8:30 AM - 2:00 PM
  • Zoom


  • Register to attend the program live and also receive the recordings.
  • Can't attend the program live? Please register to receive a recording.
  • Register to attend the program live.
  • Register to attend the program live.

Cal-ISBOA is once again partnering with Liebert Cassidy Whitmore (LCW) to bring you a virtual California Legal Symposium this fall. The Symposium will feature top brass from LCW who will provide a deep dive into current legal issues facing independent schools, with an emphasis on operating in California's legal and regulatory environment. This is a must-attend event for anyone who has to make important decisions for their school. Program details are listed below. We hope to see you there!

**Please note, live attendees will also receive access to the recordings. If you are not available to attend live, please register as a "live" attendee to receive the recording.

**An access code is only needed for LCW Consortium members, not Cal-ISBOA members. This is to ensure both parties receive the "member" price.

Opening Remarks 8:30am - 8:40am

Hot Topics in Wage & Hour Law, 8:40am  – 9:45am
Brian Walter, Partner and Julie L. Strom, Senior Counsel
Complex wage and hour issues can arise in every area of school operations, from how to pay employees who take on extra duties,  how to compensate and track time for walk-on coaches, whether to classify workers as contractors or employees, or when someone can be paid with a stipend. New laws regarding pay transparency and evolving issues such as reimbursement for cell and computer equipment use make this topic one that business officers need to stay up to date on to ensure they do not face expensive wage and hour claims. This session will help schools navigate these tricky issues and understand the practical applications of these varied wage and hour laws.

Break 9:45am - 10:00am

Navigating Leave Issues, 10:00am - 11:00am
Grace Chan, Partner and Stacy Velloff, Senior Counsel
This session will discuss common leave scenarios among school employees, including federal and state medical leaves (FMLA and CFRA), leaves related to pregnancy and sick leave issues.  Using interactive case studies, we will discuss common landmines when navigating employee leaves of absence, such as eligibility issues and the intersection of leave rights, as well as recent legislative changes that impact the administration of leaves.

Break 11:00am - 11:15am

Write it Right: Best Practices for Effectively Documenting Employee Performance, 11:15am - 12:15pm
Elizabeth Arce, Partner and Monica Espejo, Associate
Documentation is critical in almost every aspect of managing your employees.  But don’t just document to document!  Poor documentation is often worse than no documentation at all.  This webinar is designed to provide tips and practical guidance on the techniques, skills, and tools necessary to prepare effective workplace documentation that creates transparent expectations, keeps track of progress, identifies areas of risk, and supports personnel decisions.

Break 12:15pm - 12:45pm

Legal Update/Emerging Legal Issues, 12:45pm - 1:45pm
Michael Blacher, Partner and Brett Overby, Associate
Keeping up with changes to the law and evolving best practices can be challenging!  This interactive workshop is designed to inform independent school business officers of current and emerging legal issues by exploring relevant cases, statutes, and other developments from California and around the country.  Business officers will leave this workshop with insights that will help them manage developing trends and evaluate risk.

Closing Remarks 1:45pm - 2:00pm

Each of the sessions will be eligible for SHRM and HRCI continuing education credit.

Cal-ISBOA is recognized by SHRM to offer Professional Development Credits (PDCs) for the SHRM-CP® or SHRM-SCP®. For more information about certification or recertification, please visit

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