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  • California Legal Symposium

California Legal Symposium

  • 10 Nov 2022
  • 8:15 AM - 1:30 PM
  • Zoom


  • Up to 2 participants/registration. For more than 2 attendees, please reach out to Andria Marcus.

Registration is closed

Cal-ISBOA is partnering with Liebert Cassidy Whitmore to bring you an important virtual event in November, the "California Legal Symposium." We'll focus on legal issues facing independent schools, with an emphasis on California.

Diverse Identities: How to Manage Employee Expressions of Diversity
Presenters: Grace Chan and Julie L. Strom
8:15 am - 8:30 am Opening Remarks
8:30 am - 9:30 am Session Presentation

When schools encourage diverse communities, issues can arise about the line between employees’ desires to express themselves, and the school’s desire to create a cohesive and inclusive community. Both law and school policy may impact decisions around handling issues relating to gender identity and expression, support for social justice movements, and generational differences about the role of the school in these matters. This session will provide an overview of the hottest topics in this area, and help guide schools through some of the more challenging issues.

What I Wish I Had Known Before I Was Deposed
Presenters: Brian Walter and Dave Carter
9:45 am - 10:45 am

When a school faces a lawsuit, the Business Officer and Human Resources Director are likely to be deposed The deposition process is a uniquely eye-opening and gut-wrenching experience. Seemingly routine daily comments, emails, and decisions will be hyper-scrutinized and demonized years later in the deposition.  This session will present insights into the deposition process from both a litigator who defends schools and from a long time school human resources director who was deposed shortly before he retired.  The session will offer guidance on how attorneys will try to undermine the decisions of school officials and best practices for a business officer and human resources director to follow that will withstand the harsh scrutiny that comes with a deposition.

Controlling Construction Costs
Presenters: Heather DeBlanc and Brett A. Overby
11:00 am - 12:00 pm

Although a variety of factors can drive up construction costs, careful planning can minimize the risks of cost overruns on your construction project.  This session will provide a series of tips to help schools keep construction within budget and on time.  We will provide an overview of key factors you should consider as you embark on your project, including details relating to your project team, project delivery method, contracts and key planning points.  After attending this session, you will be able to identify the key issues you need to discuss with your school and project team to deliver a successful project within budget.

Legal Update/Emerging Legal Issues
Presenters: Michael Blacher and Millicent O. Usoro
12:30 pm - 1:30 pm Session Presentation
1:30 pm - 1:40pm Closing Remarks

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 meet their obligations and manage developing trends.

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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