This webinar will examine why traditional insurance structures frequently fail to address punitive damage exposure, highlighting critical gaps in general liability, professional liability, and directors & officers’ coverage. Attendees will gain insight into how findings of malice, conscious disregard, and governance failures can drive catastrophic and often uninsured financial outcomes.

Paul Gordon: “The $100m Exposure: Rethinking Risk in Senior Living and Private Equity”

This event will also feature multiple technical tracks, awards presentations, and excellent networking opportunities! CASA’s committee leaders and subject matter experts will be on hand to provide all the latest information on legislative and regulatory proposals that will impact your agency.

Nicole Witt: “When Is It Time to Move On: A Case Study in Dissolving a Joint Powers Authority”

Staff and legal counsel from the district discuss the concept, strategy, and successful completion of the Pure Water Soquel program for new recycled water facilities that will halt seawater intrusion into the local groundwater basin. The program will discuss selection of progressive design-build as the delivery method, the procurement process, key terms and negotiation of the phased agreement, technical challenges, use of a Project Neutral for disputes, and successful resolution of claims.

Rebecca Takacs and David Gehrig: “Pure Water Soquel: from Day 1 to Done”

This MCLE program provides a practical introduction to civil appellate practice in the California Court of Appeal for the First Appellate District. The presentation will cover key procedural steps, common filing requirements, briefing and record preparation, oral argument, and practical guidance for avoiding frequent appellate mistakes. Designed for attorneys new to appellate work or seeking a refresher, the program will offer useful insights for handling civil appeals effectively and efficiently.​

Attending the QSBS Summit is an opportunity to hear directly from the most active Qualified Small Business Stock advisors and practitioners in the industry. Leave with the awareness and strategies to maximize QSBS for the clients, founders, and investors in your network.

Christopher Karachale: “Building a QSBS Team:Founding to Exit”

This year’s CALRC conference provides exceptional programming and diverse case studies centered on critical land recycling topics, including housing equity, climate resilience, and regulatory innovation. Attendees will benefit from expert-led sessions and collaborative panels designed to share creative funding strategies and promote community-led land reuse across California.

Louise Dyble: “AAI and After: The Narrow Path for Preserving Liability Protections”

This presentation examines the three cornerstone fiduciary obligations every trustee must uphold during trust administration. Under state laws a trustee owes a duty of loyalty — requiring them to act in the best interests of beneficiaries and avoid conflicts of interest — a duty of care — requiring the exercise of reasonable skill and prudence in managing trust assets — and a duty of impartiality — requiring fair and equal treatment of all beneficiaries.