Bench-Bar and Annual Conference

Where

Borgata, Atlantic City

When

October 12-13, 2018

What

The Philadelphia Bar Association's premier event for networking and socializing with colleagues and members of the judiciary.

Schedule Filters

Schedule & Highlights

This year’s conference again boasts 23 sessions affording lawyers and judges up to 9 CLE | CJE credits, as well as 9 CJE credits that clearly offer something for everyone.

The conference will highlight programming, such as:

  • Winning the Criminal Battle without Losing the Civil War
  • Tweets, Posts, Chats, Instagram ‐‐ Not Your Grandfather’s Evidence!
  • Discussing Damages: How to Maximize Your Client’s Recovery at Trial
  • Moving Forward from #MeToo: Sexual Harassment at the Courthouse, Networking Events & Beyond
  • Hot Topics from the Ethics Hotline
  • PFA Practice and Procedure in the First Judicial District
  • Disabilities, Discipline, Delinquency and Access to Justice
  • First Judicial District “Family Feud” Breakfast Plenary
  • Education Session by Thomas R. Kline, Founding Partner of Kline & Specter, P.C.,

Friday, Oct. 12

Conference Check-in Opens

  • 9 a.m.

Continental Breakfast

  • 9 - 10:30 a.m.

Four Concurrent CLE | CJE Programs

  • 10 - 11:30 a.m.
  • 1.5 Substantive
    CLE | CJE Credits

Winning the Criminal Battle Without Losing The Civil War: Recognizing the Relationship Between Criminal and Civil Cases and Avoiding Pitfalls to Obtain Success in Both

(Presented by the Criminal Justice and State Civil Litigation Sections)

This CLE program examines how to identify potential civil cases that may derive from a criminal case. Panelists address how to properly preserve your criminal client's civil rights so that he/she may successfully litigate a civil case after receiving a favorable criminal case verdic

Course Planner/Panelist
  • Troy H. Wilson - Troy H. Wilson, Esquire, LLC
Panelists *
  • Priscilla E. Jimenez - Kline & Specter, P.C
  • Prof. Teressa “Teri” Ravenell - Professor of Law, Villanova University Charles Widger School of Law
  • 1 Substantive
    0.5 Ethics
    CLE | CJE Credits

10 Months Later – Lessons Learned from the Pennsylvania Public Access Policy

(Presented by the Law Practice Management Committee)

Learn How the New Public Access Policy Has Changed the Way Lawyers Practice, How Courts & Attorneys Process Their Filings & How Philadelphia’s Court Process Requests for Information!

This CLE program will focus on how lawyers have used, and perhaps abused, the policy, with real-life examples. The program will also update attendees about changes that resulted from the policyand address the practical effects of the new policy. The speakers will demonstrate best practices for complying with the new Rules, including how to use Adobe Acrobat software to streamline your filings. Finally, the program will address the requirements and filings as they relate to the First Judicial District and procedure and avoiding sanctions.

Course Planner/Panelist
  • Daniel J. Siegel - Law Offices of Daniel J. Siegel, LLC
Panelists
  • Pamela A. Myers - Office Administrator & Paralegal,Law Offices of Daniel J. Siegel, LLC
  • Dominic J. Rossi - Deputy Court Administrator, Legal Services, First Judicial District of Pennsylvania
  • 1.5 Substantive
    CLE | CJE Credits

Immigration Law in 2018: Can "They" Really Still Come to America?

(Presented by the Immigration Law Committee)

This fast-paced CLE program provides an overview of how these immigration issues are impacting our community and how we now musts effectively advocate for our clients.

  1. Travel ban—what it is now?
  2. Asylum seekers—Central Americans and others—procedures for applying for asylum, the new Immigration Judge quotas, the meaning of tattoos, etc.
  3. Criminal Law—discussing new issues and the threat of ICE waiting for clients.
  4. Sanctuary cities and enforcement
  5. The corporate client—increased I-9s, targeting employers who hire undocumented individuals, targeting even hospitals and universities through FDNS investigations.
  6. DACA—just mention it and the status, as an add-on to one of the above panels.
Course Planner/Panelist
  • Wendy Castor Hess - Landau, Hess, Simon & Choi, Co-Chair, Immigration Law Committee
  • Min S. Suh - Buchanan Ingersoll & Rooney PC, Co-Chair, Immigration Law Committee
Panelists *
  • Miriam E. Enriquez - Director, Office of Immigrant Affairs, City of Philadelphia
  • Golnaz Fakhimi - Immigrants' Rights Attorney, ACLU of Pennsylvania
  • Ayodele Gansallo - Senior Staff Attorney, HIAS Pennsylvania
  • Wayne Sachs - Sachs Law Group, LLC

Conference Welcome & Networking Lunch

  • 11:30 a.m. - 1 p.m.

Four Concurrent CLE | CJE Programs

  • 1 - 2 p.m.
  • 1 Substantive
    CLE | CJE Credit

Finding Safe Harbor in the GDPR Storm: What US Litigators Need to Know

(Presented by the Business Litigation Committee)

Just as we were starting to get comfortable with the European approach to data privacy, the rules changed. The European Union implemented the General Data Protection Regulation (“GDPR”) in May of this year and its impact on discovery in U.S. litigation will be significant. An expert panel of e-discovery and data privacy practitioners will fill you in on the best practices for complying with the new rules, with a focus on clients in the insurance, higher education, health and financial sectors.

Moderator
  • Elizabeth S. Fenton - Saul Ewing Arnstein & Lehr LLP, Co-Chair, Business Litigation Committee
Panelists
  • Alexander R. Bilus - Saul Ewing Arnstein & Lehr LLP
  • Jana M. Landon - Stradley Ronon Stevens & Young LLP
  • Philip N. Yannella - Ballard Spahr LLP
  • 1 Substantive
    CLE | CJE Credit

Philadelphia Real Estate Taxes

(Presented by the Young Lawyers Division)

The City of Philadelphia conducted another countywide reassessment for tax year 2019, and many owners were unhappy with their new assessed values. This CLE program will examine the laws that govern real estate tax assessments and assessment appeals for Philadelphia County, which are comprised of three different state statutes, local ordinances, and City agency regulations. The program will also provide an overview of the differences between the Philadelphia statutes and those in the rest of the Commonwealth, including the recent history of real estate tax assessments in Philadelphia highlighting how assessment practices and procedures have drastically changed from 2012 through today.

Course Planners
  • Amanda J. Dougherty, (Moderator) - Klehr Harrison Harvey Branzburg LLP
  • Stephanie Stecklair - Klehr Harrison Harvey Branzburg LLP
Panelists
  • Hon. Idee C. Fox - Supervising Judge, Court of Common Pleas
  • Robert N.C. Nix, III - Secretary, Board of Revision of Taxes, City of Philadelphia
  • James Vandermark - White and Williams, LLP, Formerly City of Philadelphia Law Dept., Tax Unit, Real Estate Division
  • 1 Ethics
    CLE | CJE Credit

Ethics: Obligations of ‘Supervising’ and ‘Supervised’ Lawyers

(Presented by the Professional Responsibility Committee)

A lawyer serving in a supervisory role has a responsibility to adequately train lawyers under supervision. And, a supervised lawyer has an independent obligation to comply with the Rules of Professional Conduct, not merely follow the directions of a senior lawyer. In this program, experienced panelists will be present dilemmas raised for both supervising and supervised lawyers in several short sketches, portraying how such issues can arise in the practice of law. The panelists will then analyze the issues and provide practical guidance for practitioners.

Course Planner
  • W. Bourne Ruthrauff - Bennett, Bricklin & Saltzburg LLC
Panelists
  • Hon. Denis P. Cohen - Court of Common Pleas, Trial Division – Civil, First Judicial District
  • Hon. Mark I. Bernstein (Ret.) - Mediation & Arbitration, Adjunct Professor, Drexel University Thomas R. Kline School of Law
  • Diana K. Ashton - Polsinelli PC
  • Deborah A. Winokur - Polsinelli PC
  • 1 Substantive
    CLE | CJE Credit

Tweets, Posts, Chats, Instagram ‐‐ Not Your Grandfather's Evidence! (How to get it and how to present it)

(Presented by the Criminal Justice Section)

Here from experts in the law and in forensic technology/tech in the courtroom about how to find social media evidence, how to preserve it, how to get it admitted in court and how to present it persuasively! Issue of software and Hardware use—when you can do it yourself and when you need professionals! Pitfalls and perspectives. We will look at everything from Facebook, and webpages to chats to Instagram and meta‐data.

Course Planner
  • Thomas J. Innes, III - Defender Association of Philadelphia
Panelists
  • Prof. Jules Epstein - Professor of Law and Director of Advocacy Programs, Temple University Beasley School of Law
  • Louis Cinquanto, EnCE - Managing Director and Senior Certified Digital Forensic Examiner, Cornerstone Discovery

Refreshment Break

  • 2 - 2:15 p.m.

Four Concurrent CLE | CJE Programs

  • 2:15 - 3:15 p.m.
  • 1 Substantive
    CLE | CJE Credit

The Value of Cybersecurity and Protecting Personal Information in the Digital Age

Lawyers need to be well versed in the potential issues and threats to data privacy and security posed by smart phones, smart watches, voice assistants and other “helpful” everyday tools including devices we use as part of the Internet of Things (IoT). The presentation will discuss the current cyber and privacy landscape from a legal, technological, business, and insurance viewpoint. We will discuss best practices to protect yourself when it comes to cybersecurity, emphasizing the risks and heightened levels of scrutiny associated with protecting personally identifiable information (PII). This panel will break down various cyber threats and situations to explore the various implications to all areas of business and organizations.

Moderator
  • Rebecca L. Rakoski - Co-Founder & Managing Partner, XPAN Law Group, LLC
Panelists
  • Jordan L. Fischer - Co-Founder & Managing Partner, XPAN Law Group, LLC
  • Genelle Franklin - Partner, Fridie Law Group, LLC
  • Conor Gilsenan - Editor-In-Chief, All Things Auth
  • Austin Morris Jr. - Morris Risk Management LLC
  • 1 Ethics
    CLE | CJE Credit

LIFE HAPPENS: Planning for the seen, the unseen and the perpetually deferred

(Sponsored & Presented by BPU Investment Management, Inc.)

Retirement isn’t the only reason you exit the practice of law. In this CLE program, panelists not only explore the necessary steps associated with retiring from the law, they will also examine various scenarios that force an exit from the law. Panelists provide a framework for prudently exiting your practice while protecting and providing for you, your family, your partners; and, importantly your clients. Poor financial wellness can have a devastating impact on your practice. In this program, panelists connect financial wellness with productivity and examine how to prepare you for exiting the practice of law, whether you choose to or you must.

Panelists
  • Paul J. Brahim, CFP®, AIFA® - Chief Executive Officer, BPU Investment Management, Inc.
  • Sayde Joy Ladov - Dolchin, Slotkin & Todd, P.C.
  • 1 Substantive
    CLE | CJE Credit

PFA Practice and Procedure in the First Judicial District:  Contemporary Challenges Faced by Judges, Lawyers, and Litigants

(Presented by the Family Law Section)

PFA practice in Philadelphia County is unique in many ways, for not only are most of the litigants unrepresented, many of them need interpreters. And with the use of social media evidence soaring in these cases, family lawyers need to know the proper way to introduce and authenticate digital evidence showing threats of violence, intimidation, and stalking. This CLE is designed for both those in general practice, as well as those who concentrate in the larger field of domestic relations. How does one subpoena a police officer to testify at trial, and what if he/she isn’t available? How does one properly introduce a police report? When can a victim testify to alleged incidents of abuse not raised in the PFA filing? How common is it for judges to order interim support or custody as part of the final order of protection? Can a lawyer successfully move to seal a PFA record? These and other contemporary questions will be addressed by a uniquely qualified panel of the bench and bar.

Course Planner
  • Julia Swain - Fox Rothschild LLP, 2018 Bench Bar and Annual Conference Co-Chair
Course Planner/Moderator
  • Mark A. Momjian - Momjian Anderer, LLC
Panelists
  • Hon. Christopher Mallios - Court of Common Pleas, Family Division, First Judicial District of Pennsylvania
  • James Rocco - Rocco Law Offices, LLC
  • Susan Pearlstein - Philadelphia Legal Assistance
  • 1 Substantive
    CLE | CJE Credit

Wild World of Jury Selection

(Presented by the State Civil Litigation Section)

Join your colleagues on a journey into the Wild World of Jury Selection with the Judges Marlene F. Lachman and Lisa M. Rau. The judges and experienced trial attorneys will offer insight and guidance into proper and improper styles in dealing with potential jurors, including an overview of the new case Trigg v. Children’s Hospital of Pittsburgh (Pa. Super. May 14, 2018). Panelists will also address current rules that are in place and areas where a rule is not necessarily on point.

Course Planner/Moderator
  • Jordan Strokovsky - McEldrew Young
Panelists
  • Hon. Marlene F. Lachman - Court of Common Pleas, Trial Division - Civil, First Judicial District of Pennsylvania
  • Hon. Lisa M. Rau - Court of Common Pleas, Trial Division - Civil, First Judicial District of Pennsylvania
  • Lee D. Rosenfeld - Messa & Associates, P.C.
  • James P. Tolerico - Robert J. Casey, Jr. & Associates

Refreshment Break

  • 3:15 – 3:30 p.m.

Four Concurrent CLE | CJE Programs

  • 3:30 - 5 p.m.
  • 1.5 Substantive
    CLE | CJE Credits

Disabilities, Discipline, Delinquency and Access to Justice

(Presented by the Legal Rights of Persons with Disabilities Committee)

Intersection between disability, education and criminal justice with a focus on disability awareness for lawyers and judges. In this program, panelists will address specific nuances of certain disabilities and their effect on legal services. In school settings, disabled children are often subjected to physical restraints, prolonged isolation, and humiliation. Disproportionate discipline extends to those same students during police encounters that may occur either in or outside of school setting. The failure of those in authority to understand and modify their responses to children with disabilities can lead to escalation, misunderstanding, trauma, loss of educational opportunity, injustice, cruelty, and, as we have seen in the news, even death. Field experts provide insight into specific ways in which that disciplinary discrimination is experienced by members of those communities, highlighting areas where the legal community can improve or intervene and address the challenge of mental health leading to criminal charges.

Course Planner/Moderator *
  • Lee B. Awbrey - Montgomery County Office of the Public Defender, Chair, Legal Rights of Persons with Disabilities Committee
  • 1.5 Substantive
    CLE | CJE Credits

Discussing Damages: How to Maximize or Limit Recovery

(Presented by the Trial Lawyers Association)

Understanding the basis, scope and limitations for recovering damages is an important first step. After all, winning the battle but losing the war may not be what your client had in mind. With the endgame in mind, how does counsel calculate, present, and prove the damage amounts the client should seek at trial or in arbitration? This CLE program will examine damages using the following tactics, providing detail for each tactic of how to maximize or limit recovery:

  • Methods to Employ During Discovery/ Pre-Trial
  • Explaining Non-physical Damages to the jury (the before vs. the after)
  • Amplifying and Mitigating the Effects of “Piss-Off” Factors
  • Methods to Employ at Trial
Course Planner/Panelist
  • Joseph L. Messa, Jr. - Messa & Associates, P.C.
Panelists *
  • Hon. Frederica A. Massiah-Jackson - Court of Common Pleas, Trial Division - Civil, First Judicial District of Pennsylvania
  • Heather Hansen - O'Brien & Ryan, LLP
  • William J. “Bill” Ricci - Ricci Tyrrell Johnson & Grey
  • 1.5 Ethics
    CLE | CJE Credits

Hot Topics from the Ethics Hotline

(Presented by the Professional Guidance Committee)

The basics of disciplinary proceedings and ethics resources. Issues seen and heard.

Course Planners/Panelists
  • Josh J.T. Byrne - Partner, Swartz Campbell, LLC, Co-Chair, Professional Guidance Committee
  • Beth L. Weisser - Partner, Fox Rothschild LLP, Co-Chair, Professional Guidance Committee
Panelists
  • Hon. Ann M. Butchart - Court of Common Pleas, Trial Division – Civil, First Judicial District of Pennsylvania
  • Donna M. Snyder - Zone I, Office of Disciplinary Counsel
  • Robert S. Tintner - Partner, Fox Rothschild LLP
  • 1 Substantive
    0.5 Ethics
    CLE | CJE Credits

Estate Planning For The Solo And Small Firm Practitioner: How To Plan During Your Lifetime And How To Administer A Practice Upon Death

(Presented by the Probate Section, Tax Section and Solo, Small Firm Committee)

One of life’s greatest certainties is that we will not all live forever. Death may therefore create tremendous difficulties for the heirs of solo practitioners and practitioners in small firms who do not adequately plan for the transition or sale of their practices upon their respective deaths. Practitioners from all sections of the Bar will benefit from learning how to incorporate a practitioner’s law practice into his or her estate plan, and how to administer an estate or a solo practitioner or practitioner in a small firm to assure that the practitioner’s clients are properly and ethically transitioned.

Panelists
  • Robert H. Louis - Saul Ewing Arnstein & Lehr LLP
  • James R. Malone, Jr. - Post & Schell, P.C.
  • Ku Yoo - Chang & Yoo, LLP

CLE | CJE Program

  • 5 - 6 p.m.

Martini Madness Cocktail Hour

  • 6 - 6:30 p.m.

Dinner Reception and Cocktail Party

  • 7 - 10 p.m.

Saturday, Oct. 13

Breakfast Buffet

  • 8 - 9:30 a.m.
  • First Passport Giveaway

CLE Program

  • 8:30 - 9:30 a.m.
  • 1 CLE | CJE Credit

FAMILY FEUD STYLE PLENARY

(Presented by the First Judicial District)

The First Judicial District has planned another innovative and entertaining breakfast plenary in a “Family Feud” format that will examine a variety of contemporary topics affecting the legal community. Our host will pose questions on challenging legal issues to teams that include judges and lawyers with expertise in all areas and in all levels of the legal and court system

Course Planners
  • Hon. Sheila A. Woods-Skipper - President Judge, Court of Common Pleas, First Judicial District of Philadelphia
  • Hon. Karen Y. Simmons - Philadelphia Municipal Court, First Judicial District of Philadelphia, Chair, Pennsylvania Continuing Judicial Education Board
  • Host
    • James A. Funt - Partner, Greenblatt, Pierce, Funt & Flores, LLC
    Team Panelists
    • Hon. Christine M. Hope - Philadelphia Municipal Court, First Judicial District of Pennsylvania
    • Hon. Christopher Mallios - Court of Common Pleas, Family Division, First Judicial District of Pennsylvania
    • Hon. Maria McLaughlin - Superior Court of Pennsylvania
    • Hon. Carolyn H. Nichols - Superior Court of Pennsylvania
    • Keir Bradford-Grey - Chief Defender, Defender Association of Philadelphia
    • Albert S. Dandridge, III - Former Chancellor, Partner, Schnader Harrison Segal & Lewis LLP
    • Rochelle M. Fedullo - Chancellor-Elect, Partner, Wilson Elser Moskowitz Edelman & Dicker LLP
    • Lawrence S. Krasner - District Attorney of Philadelphia
    • Marcel S. Pratt - City Solicitor, City of Philadelphia
    • Amber M. Racine - Raynes Lawn Hehmeyer

    Break

    • 9:30 - 9:45 a.m.

    4 Concurrent CLE | CJE Programs

    • 9:45 - 10:45 a.m.
    • 1 Substantive
      CLE | CJE Credit

    Moving Forward from #MeToo: Sexual Harassment at the Courthouse, Networking Events & Beyond

    (Presented by the Women's Rights Committee)

    Workplace sexual harassment occurs beyond the walls of the office. It happens in courthouses, at networking events, during work-related travel, and in many other activities associated with the legal profession. In this course, the panel will discuss the laws that apply to sexual harassment in the workplace, the legal obligations law firms and other employers may have to prevent and address sexual harassment that occurs outside of the office, and what steps stakeholders in the profession can take to promote gender equity and prevent sexual harassment in all legal environments.

    Course Planners/Panelists
    • Amal M. Bass - Women's Law Project, Co-Chair, Women's Rights Committee
    • Catherine T. Barbieri - Fox Rothschild LLP, Co-Chair, Women's Rights Committee
    Panelists *
    • Hon. Stella M. Tsai - Court of Common Pleas, Trial Division – Criminal, First Judicial District
    • Rachel M. Keene - Associate General Counsel, NAVIENT
    • 1 Substantive
      CLE | CJE Credit

    Defensive Document Drafting

    (Presented by The Barristers’ Association of Philadelphia, Inc.)

    The creation of legal documents is integral to the practice of law; therefore, drafting skills are essential for every practicing lawyer. In this CLE program, panelists offer tips and techniques for drafting documents in all practice areas.

    • Drafting for specific outcomes
    • Drafting for specific scenarios
    • Contracts & Agreements
    • Drafting for challenges
    • “Think like a Judge, be a better writer”

    Words are used to advocate, inform, persuade and instruct. Drafting documents that accurately reflect what you mean requires planning, clarity, correct word choice, precise use of technical terms and as much simplicity as possible.

    Course Planner/Panelist
    • Shabrei M. Parker - Of Counsel, Mincey & Fitzpatrick, LLC
    Panelists
    • Hon. Lillian Harris Ransom - Senior Judge, Superior Court of Pennsylvania
    • Thomas O. Fitzpatrick - Partner, Mincey & Fitzpatrick, LLC
    • 1 Substantive
      CLE | CJE Credit

    Alternative Treatments in Chronic Pain Management: Treating Outside of Opioids

    (Presented by the Workers' Compensation Section)

    In light of the opioid crisis and current statewide action to address this crisis, such as the proposed executive order of Governor Wolf, it has become very important for practitioners and judges alike to understand what alternatives are available to opioids. Interventional pain medicine specialist, David Qu, M.D., will speak alongside defense attorney Andrea Rock, Esq. and claimant attorney Alexis Handrich, Esq., concerning a wide variety of options available to treat chronic pain today.

    Panelists
    • David Qu, M.D., M.S. - Co-Founder, Pennsylvania Pain & Spine Institute
    • Alexis C. Handrich - Pond Lehocky Stern Giordano
    • Andrea C. Rock - Marshall Dennehey Warner Coleman & Goggin, P.C.
    • 1 Substantive
      CLE | CJE Credit

    THE SEPARATION OF POWERS: WHAT IS THE FUTURE? --Teaching America’s Youth about the Limitation of Power among the Three Branches of Government in Today’s Political World

    (Presented by the ACE Committee)

    The Constitutionally mandated Separation of Powers is essential to the balance of power in government. A government with a majority faction that wields disproportionate power over the nation shakes the structural integrity of our democracy. Placing Checks and Balances among the Legislative, Executive and Judicial branches of government was intended to prevent this threat. What happens, for instance, if the legislative and executive branches act as one? Are recent events an indication of impending structural breakdown of government as we know it, or simply a manifestation of the democratic ideal that the majority should rule? This presentation will explore these and related questions within the context of law-related and civics education for high school and middle school students. Current events will be contemplated in light of our Constitutions, government structure and relevant caselaw. Different approaches to teaching about the law and civics will be examined.

    Panelists *
    • Hon. Giovanni Campbell - Court of Common Pleas, Trial Division – Criminal, First Judicial District of Pennsylvania
    • Hon. Henry Lewandowski, III - Municipal Court, First Judicial District of Pennsylvania
    • Hon. Donna Bullock - Pennsylvania House Representatives, District 195 - Philadelphia County

    Break

    • 10:45 - 11 a.m.

    Conference Conclusion and Plenary

    • 11 a.m. - 12 p.m.
    • Final Passport Giveaway
    • 1 Substantive
      CLE | CJE Credit

    Old and New Ideas:  A Recipe for the Future Based Upon Experience of the Past

    Tom Kline will discuss time-tested, universal ideas for the practice of law and the trial of cases that have guided him in his first 40 years of practice and provide his prescription for the future.

    Featured Speaker
    • Thomas R. Kline - Founding Partner, Kline & Specter, PC

    For sponsorship information contact, the Philadelphia Bar Association's Director of Meetings and Special Events, Tracey McCloskey.