David Majchrzak

General Counsel and Partner

David M. Majchrzak is a seasoned ethicist, civil litigator, and certified specialist by the State Bar of California in legal malpractice law, is listed in Best Lawyers in America and Super Lawyers, and is rated AV®-Preeminent™ by Martindale-Hubbell. He is the general counsel of and a partner at Rosing Pott & Strohbehn. Mr. Majchrzak represents clients in matters involving attorney and law firm risk management, discipline defense, and legal malpractice claims. And he has served as an expert on legal ethics issues.

Mr. Majchrzak devotes a substantial portion of his career to counseling his clients on how to achieve their professional goals in an ethical way. For lawyers and firms with or without general counsel, he helps navigate the complex ethical waters of the legal profession. Mr. Majchrzak performs law office risk management assessments, trains law firm staff in ethics requirements, and advises on a variety of topics. These include conflicts of interest, fees and billing requirements and dispute handling, trust account procedures, internal and departing lawyer compensation, law firm advertising and online marketing efforts, engagement and common interest agreements, non-engagement and disengagement protocols, attorney-client privilege/confidentiality analyses and protection, subpoena response, multi-jurisdictional practice, lawyer mobility, and ancillary business ventures.

Mr. Majchrzak is active and widely visible within the legal ethics community. Mr. Majchrzak served as the co-chair of California Lawyers Association’s first Ethics Committee and as a member of the organization’s Future of the Profession Task Force; and he co-chaired 2022’s annual meeting. He currently serves as the president elect of the Association of Professional Responsibility Lawyers, the chair of the ABA working group on Model Rule 5.5, a member of the ABA Standing Committee on Professionalism, a member of the editorial board of the ABA/Bloomberg Law Lawyers’ Manual on Professional Conduct, a liaison to the ABA Standing Committee on Ethics and Professional Responsibility, a member of the ABA National Conference on Professional Responsibility Planning Committee, and a member of the ABA’s House of Delegates. Mr. Majchrzak also served as a three-year member of the State Bar of California’s Committee on Professional Responsibility and Conduct, and chair of its outreach committee; and is a past chair of the San Diego County Bar Association’s Legal Ethics Committee. In 2015, Mr. Majchrzak revived the then-abandoned Ethics Quarterly, and has continued as one of its two editors. He has also taught professional responsibility as an adjunct law school professor.

Mr. Majchrzak is also active within the general legal community. In 2022, he served as the president of the San Diego County Bar Association. Mr. Majchrzak also served for four years as president of the William L. Todd, Jr. chapter of the American Inns of Court. Presently, he serves as the treasurer for the Law Practice Management and Technology section of California Lawyers Association. He has also served as an officer of the Association of Discipline Defense Counsel, a judge for Teen Court, an attorney instructor for mock trial competitions, a director of the Kiwanis Club of Poway, and in various other voluntary professional and community roles.

(619) 235-6000

Admissions

  • California

  • Arizona

  • U.S. Supreme Court

  • Ninth Circuit

  • Southern District

  • Central District

  • Northern District

  • Tax Court

Practice Groups

  • Appellate
  • Business and Commercial Litigation
  • Lawyers and Accountants
  • Legal Ethics and Law Firm Risk Management
  • Professional License Defense

Education

  • University of Southern California (B.S., 1993)

  • Thomas Jefferson School of Law (J.D., summa cum laude, 2002)

Recognition and Awards

Certified Specialist by the State Bar of California in Legal Malpractice Law

Service to the Community Award, San Diego County Bar Association (2024)

Top 50 Nonprofit Board Leaders of Influence, San Diego Business Journal (2023, 2024)

Top Rated Lawyer, Super Lawyers (2020–2024)

Top Professional Responsibility Lawyer, Daily Journal (2022-2024)

Top 100 Leaders in Law Award, San Diego Business Journal (2022, 2023)

AV® Preeminent™ Peer Review Rated by Martindale-Hubbell

Recognized in Best Lawyers in America® for Ethics and Professional Responsibility Law (2022–2025); and Legal Malpractice Law – Defendants (2023–2025)

Professional Liability: Defense, San Diego Super Lawyers (2020–2024)

Top Leaders of Influence in Law, San Diego Business Journal (2024)

Professional and Community Affiliations

American Bar Association: Working Group on Model Rule 5.5, Chair (2022-present); House Delegate (2024-present); Standing Committee on Ethics and Professional Responsibility (2019-present [including as a member and liaison]); National Conference on Professional Responsibility Planning Committee (2019-present); Standing Committee on Professionalism, Co-Chair of Policy Subcommittee (2023-present), Member (2022-present); Editorial Board of ABA/Bloomberg Law Lawyers’ Manual on Professional Conduct (2023-present)
Association of Professional Responsibility Lawyers (APRL): President Elect (2024-present); Secretary (2023-2024); Treasurer (2022-2023); Director (2020-present); Integration and Engagement Committee, Chair (2018-2020); Liaison to ABA Standing Committee on Ethics and Professional Responsibility (2019-2020); Future of Lawyering Committee (2017-present); Marketing Committee (2016-2017); Diversity and Inclusion Initiative (2023-present)
San Diego County Bar Association Mock Trial Competition: Attorney Coach (2009-2013)
Lawyers Club of San Diego: Member (2016–Present)

Southwestern College ABA Advisory Board (2021–Present)

California Lawyers Association (CLA): Ethics Committee, Co-Chair (2019-2021), Member (2019-present); Steering Committee to Establish Ethics Committee, Co-Chair (2019); Future of the Profession Task Force (2020-2022); Co-Chair of Annual Meeting (2022); Cross Collaborative Committee (2023); Law Practice Management and Technology Section, Treasurer (2024-present), Executive Committee Member (2023-present)

Ethics Quarterly: Co-Editor and Co-Author (2015–Present)

American Inns of Court, William L. Todd, Jr. Chapter: President (2011-2015)
American Inns of Court, National Awards Committee: (2012-2014)

American Inns of Court, William L. Todd, Jr. Chapter: President (2011–2015)

RESOLVE Law San Diego: Volunteer Mediator (2020–2021)

American Inns of Court, Louis M. Welsh Chapter: (2003–2005)

Tom Homann LGBT Law Association: Presidential Advisory Committee (2022–2023); Governance Committee (2021–2022); Public Relations Committee, Annual Dinner Committee (2019–2020)

Knights of Columbus (2019–2020)
State Bar of California: Standing Committee on Professional Responsibility and Conduct: Outreach Committee Chair (2015-2016), Member (2013-2016)
The State Bar of Arizona
Federal Bar Association (2023-present)
National Conference of Bar Presidents: Governance Committee (2024-present); Metro Bar Committee (2023-2024)
National Association of Women Judges: Annual Conference Planning Committee (2024)
San Diego County Bar Association: Board of Directors, Immediate Past President (2023), President (2022), President Elect (2021), Vice President and Treasurer (2020), Secretary (2019), Director (2018-present); Legal Ethics Committee, Immediate Past Chair (2019-2020), Chair (2018), Vice Chair (2017), Executive Committee (2015-2020), Member (2012-2020); Diversity Fellowship Program, Mentor (2023-2024); Bench-Bar Committee (2021-2022, 2024)
Thomas Jefferson School of Law Alumni Association: Adjunct Professor (2019–2020); Alumni Association, Director (2017–2020)
San Diego Teen Court: Judge (2011–2017)

Tom Homann LGBT Law Foundation: Director (2023–Present)

Consumer Attorneys of San Diego: Code of Conduct Task Force (2023)

Kiwanis Club of Poway: Director (2008–2010)

Media

Featured in “David Majchrzak, Ready to Engage!,” San Diego Lawyer (January/February 2022)

Publications

Ethics Quarterly, Volume 24, No. 4 (co-author with Edward McIntyre) (January 2025)

Ethics Quarterly, Volume 24, No. 3 (co-author with Edward McIntyre) (October 2024)

Ethics Quarterly, Volume 24, No. 2 (co-author with Edward McIntyre) (July 2024)

Ethics Quarterly, Volume 24, No. 1 (co-author with Edward McIntyre) (April 2024)

“Reclaiming your books from unclaimed property,” Daily Journal (November 22, 2023)

“Small Rule Changes Can Have Large Effects on California Attorneys,” California Lawyers Association eNews (April 2023)

Ethics Quarterly, Volume 23, No. 2 (co-author with Edward McIntyre) (July 2023)

“A New Era of Trust Accounting,” Daily Journal (April 28, 2023)

“President’s Column,” San Diego Lawyer (July/August 2022)

Ethics Quarterly, Volume 22, No. 4 (co-author with Edward McIntyre) (January 2023)

Ethics Quarterly, Volume 22, No. 2 (co-author with Edward McIntyre) (July 2022)

Report of the Future of Lawyering Subcommittee of the Association of Professional Responsibility Lawyers Regarding Proposed Revised Model Rule 5.5 (co-author) (April 18, 2022)

Ethics Quarterly, Volume 21, No. 4 (co-author with Edward McIntyre) (February 2022)

Ethics Quarterly, Volume 21, No. 2 (co-author with Edward McIntyre) (July 2021)

Ethics Quarterly, Volume 21, No. 3 (co-author with Edward McIntyre) (October 2021)

“Ethically Conducting Trial in the Court of Public Opinion,” Daily Journal (co-author with Heather Rosing) (February 19, 2021)

“Communicating with Clients and Colleagues During COVID-19,” Daily Journal (co-author with Heather Rosing) (October 30, 2020)

“Settle-and-sue Malpractice Cases: What Should the Plaintiff Have to Prove?” Daily Journal (co-author with Dan Lawton, Heather Rosing) (September 3, 2020)

“Embracing Evolution in the Delivery of Legal Services,” California Litigation (Spring 2020)

“The Evolution of Fee Disputes,” Daily Journal (co-author with Heather Rosing) (March 13, 202

“A Non-Uniform Approach to Obtaining Informed Written Consent,” Daily Journal (co-author with Heather Rosing) (November 29, 2019)

Ethics Quarterly, Volume 19, No. 2 (co-author with Edward McIntyre) (August 2019)

Ethics Quarterly, Volume 19, No. 1 (co-author with Edward McIntyre) (May 2019)

“New Civility Guidelines,” San Diego Lawyer (January/February 2019)

Ethics Quarterly, Volume 18, No. 3 (co-author with Edward McIntyre) (October 2018)

“Addressing Disputes Regarding Advance Fees,” Daily Journal (co-author with Heather Rosing) (September 29, 2018)

“Fees within the Context of New Rule of Conduct 1.5,” Daily Journal (co-author with Heather Rosing) (June 15, 2018)

“Good Billing Practices Lead to Better Results,” Ethics in Brief (April 9, 2018)

“Communicating with Clients Regarding a Lawyer Departure,” Daily Journal (co-author with Heather Rosing) (January 12, 2018)

Ethics Quarterly, Volume 17, No. 2 (co-author with Edward McIntyre) (August 2017)

Ethics Quarterly, Volume 17, No. 1 (co-author with Edward McIntyre) (April 2017)

Ethics Quarterly, Volume 16, No. 4 (co-author with Edward McIntyre) (January 2017)

Ethics Quarterly, Volume 16, No. 3 (co-author with Edward McIntyre) (October 2016)

“Avoid Ethical Missteps in Negotiation Dance,” Daily Journal(co-author with Heather Rosing) (May 20, 2016)

“Ethical Cautions to Take with Listserv Collaboration,” Ethics in Brief (January 29, 2016)

Ethics Quarterly, Volume 15, No. 3 (co-author with Edward McIntyre) (October 2015)

Ethics Quarterly, Volume 15, No. 2 (co-author with Edward McIntyre) (July 2015)

“California Mandates That Its Attorneys Have Strong Character,” Ethics in Brief (May 27, 2014)

Dodd-Frank Gives Power to the People,” USLAW Magazine, USLAW Network (Spring/Summer, 2011)

Corporate Chaos: Who Should Govern Internal Affairs?,24 Thomas Jeff. L.R. 83 (2001)

Future of Lawyering Subcommittee’s Report Regarding Proposed Revisions to ABA Model Rule 5.4 (co-author) (December 12, 2024)

“This Is Just Between Us,” Daily Journal (August 21, 2024)

“As Much as One Has Deserved,” Daily Journal (June 28, 2024)

“Balancing Efficiency and a Lawyer’s Role During Client Intake,” Daily Journal (March 6, 2024)

Ethics Quarterly, Volume 23, No. 4 (co-author with Edward McIntyre) (January 2024)

Ethics Quarterly, Volume 23, No. 3 (co-author with Edward McIntyre) (October 2023)

“Large Language Models Loom Large,” Daily Journal (June 27, 2023)

Ethics Quarterly, Volume 23, No. 1 (co-author with Edward McIntyre) (April 2023)

“Lawyers Without Borders,” Daily Journal (co-author with Heather Rosing) (December 1, 2022)

“President’s Column,” San Diego Lawyer (May/June 2022)

Ethics Quarterly, Volume 22, No. 3 (co-author with Edward McIntyre) (October 2022)

Ethics Quarterly, Volume 22, No. 1 (co-author with Edward McIntyre) (April 2022)

Chevron Corp. v. Donziger and Paying the Piper,” California Litigation, Volume 34, No. 3 (January, 2022)

“Paraprofessionals in a New Age: Creative Solutions for the Justice Gap,” Daily Journal (co-author with Heather Rosing) (October 14, 2021)

“Why Do Pro Bono? A Matter of Attorney Ethics,” Daily Journal (co-author with Heather Rosing) (May 18, 2021)

Ethics Quarterly, Volume 20, No. 4 (co-author with Edward McIntyre) (January 2021)

Ethics Quarterly, Volume 20, No. 3 (co-author with Edward McIntyre) (October 2020)

“Distinguishing Between Discrimination and Advocacy,” Daily Journal (co-author with Heather Rosing) (July 24, 2020) 

“A Hitchhiker’s Guide to Embracing Change During a Pandemic,” Daily Journal (co-author with Heather Rosing) (April 10, 2020)

Ahern Risk Management Manual (co-author with Heather Rosing) (January 2020)

Ethics Quarterly, Volume 19, No. 3 (co-author with Edward McIntyre) (October 2019)

“Responsible Communication with Clients,” Ethics in Brief (July 29, 2019)

“Technology, It Is A-Changin’” Daily Journal (co-author with Heather Rosing) (July 25, 2019)

“How to Effectively Address Conflict Issues in Advance” Daily Journal (co-author with Heather Rosing) (March 29, 2019)

“SB 954: Attorneys Must Provide Written Disclosure Explaining Mediation Confidentiality,” Daily Journal (co-author with Brittany Vojak) (January 9, 2019)

“ANALYSIS: Rule 1.5,” Daily Journal (co-author with Heather Rosing) (October 17, 2018)

“The Intersection of Artificial Intelligence and Ethics,” Daily Journal (co-author with Heather Rosing) (July 20, 2018)

“Looking Ahead to Help Your Practice Now,” Facts & Findings (May/June 2018)

Ethics Quarterly, Volume 18, No. 1 (co-author with Edward McIntyre) (April 2018)

Ethics Quarterly, Volume 17, No. 3 (co-author with Edward McIntyre) (October 2017)

“Distinguishing Between Negligence and a Breach of Fiduciary Duty,” Ethics in Brief (July 5, 2017)

“Keeping That Gift Horse from Biting You,” Daily Journal (co-author with Heather Rosing) (February 17, 2017)

“Lack of Candor and Civility Can Result in Lost Opportunities,” Ethics in Brief (November 21, 2016)

“Positive (-ly False) Reviews,” Daily Journal (co-author with Heather Rosing) (October 7, 2016)

Ethics Quarterly, Volume 16, No. 1 (co-author with Edward McIntyre) (April 28, 2016)

Ethics Quarterly, Volume 15, No. 4 (co-author with Edward McIntyre) (January 2016)

“My Client Made Me Do It,” Ethics in Brief (October 26, 2015)

Ethics Quarterly, Volume 15, No. 1 (co-author with Edward McIntyre) (April 2015)

“Modifying Fee Agreements: Ethical Implications,” Ethics in Brief (April 5, 2013)

The Green Trap Door,” USLAW Magazine, USLAW Network (Spring/Summer, 2010)

The Impropriety of a Constitutional Doctrine: Why Wende Review Should Be Terminated, 23 Thomas Jeff. L.R. 267 (2001)

“Climbing the Mountain Again,” California Litigation, Vol. 37, No. 3, 2021 (December 2024)

“Finding the Right Balance of Zealousness, Civility, and Loyalty,” California Lawyers Association Business Law News (Summer 2024)

“Managing a Law Office To Be Ethical,” Daily Journal (April 26, 2024)

“Regulatory Issues Associated with Possible Amendments to ABA Model Rule of Professional Conduct 5.5 (Unauthorized Practice of Law; Multijurisdictional Practice of Law),” American Bar Association (January 16, 2024)

“What to Do When … You Need to Ask for a Raise,” San Diego Lawyer (July/August 2023)

“Professionalism,” San Diego Lawyer (May/June 2023)

“Multijurisdictional Practice Is Not New, Nor Should It Be Feared,” Daily Journal (March 1, 2023)

“President’s Column,” San Diego Lawyer (November/December 2022)

“Matchmaking Between Lawyers and Clients,” Daily Journal (co-author with Heather Rosing) (September 29, 2022)

“Lawyers Across the US Are Playing in the Sandbox,” Daily Journal (co-author with Heather Rosing) (August 2, 2021)

“President’s Column,” San Diego Lawyer (March/April 2022)

Ethics Quarterly, Volume 21, No. 1 (co-author with Edward McIntyre) (April 2021)

“Catch the Client’s Eye: The Evolution of Trade Names in the Law,” Daily Journal (co-author with Heather Rosing) (December 4, 2020)
“Taking Care of Business: Assessing Your Firm’s Professional Responsibility Compliance,” San Diego Lawyer (September/October 2020)

“Tending to the Garden of the Legal Profession,” Daily Journal (co-author with Heather Rosing) (July 17, 2020) 

Ethics Quarterly, Volume 20, No. 1 (co-author with Edward McIntyre) (April 2020)

Ethics Quarterly, Volume 19, No. 4 (co-author with Edward McIntyre) (January 2020)

“Performing Preventative Maintenance on Your Practice” Daily Journal (co-author with Heather Rosing) (September 20, 2019)

“Can You Hear Me (and My Client) Now?” Daily Journal (co-author with Heather Rosing) (May 24, 2019)

Ethics Quarterly, Volume 18, No. 4 (co-author with Edward McIntyre) (February 2019)

“The Deceptive Simplicity of Flat-Fee Arrangements,” Daily Journal (co-author with Heather Rosing) (November 16, 2018)

“ANALYSIS: Rule 5.4,” Daily Journal (co-author with Heather Rosing) (October 17, 2018)

Ethics Quarterly, Volume 18, No. 2 (co-author with Edward McIntyre) (July 2018)

“Truly Communicating with Clients,” Daily Journal (co-author with Heather Rosing) (May 18, 2018)

Ethics Quarterly, Volume 17, No. 4 (co-author with Edward McIntyre) (January 2018)

“Fairness to Opposing Party and Counsel (Rule 3.4),” Daily Journal (September 8, 2017)

“Conflict of Interest: Current Clients (Rule 1.7),” Daily Journal (April 27, 2017)

“Communication with Clients (Rule 1.4),” Daily Journal (April 19, 2017)

“An Anticipated Evolution of Fee-Sharing,” Daily Journal (co-author with Heather Rosing) (January 20, 2017)

“Be Civil for Client’s Sake,” Daily Journal (co-author with Heather Rosing) (October 28, 2016)

Ethics Quarterly, Volume 16, No. 2 (co-author with Edward McIntyre) (July 2016)

“The Peril in Trying to Fix it Yourself,” Daily Journal (co-author with Heather Rosing) (March 18, 2016)

“Ending an Engagement Without Inviting a Disciplinary Proceeding to Begin,” Bar Journal.(November 2015)

“What to Do When Your Co-counsel Is Disbarred,” Daily Journal (co-author with Heather Rosing) (September 11, 2015)

“Forming a Closely Held Corporation Can Pose Ethical Dilemmas,” Bar Journal (August 2014)

Neighbor Disputes: Law and Litigation- Chapter 18: Defenses and Cross-complaints, California Continuing Education of the Bar (CEB)(2013-updated annually)

Speaking Engagements

Speaker, “Key Developments in Ethics 2024,” Continuing Education of the Bar, San Diego, California (December 17, 2024)
Speaker, “Sharing (Fees) and Caring (for Funds Held in Trust)” La Jolla Bar Association (October 10, 2022)
Speaker, “Taking a Deep Dive – Impact of New MRPC 1.16 & Corporate Transparency Act on IP Practitioners,” American Bar Association, Chicago, Illinois (August 1, 2024)
Speaker, “Redesigning Legal: Cultivating an Oasis in Legal Service Deserts,” American Bar Association, Virtual Program (April 16, 2024)

Speaker, “Ethics of Multi-Jurisdictional Practice,” Practising Law Institute, Virtual Program (October 10, 2023)

Moderator and speaker, “Fee-splitting Done Right, Even When Things Go Wrong,” California Lawyers Association Solo and Small Firm Summit, Virtual Program (June 16, 2023)

Moderator, “Model Rule 5.5 Roundtable,” American Bar Association, New Orleans, Louisiana (February 4, 2023)

Speaker, “Beauty is in the Eye of the Beholder” National Organization of Bar Counsel, Chicago, Illinois (August 3, 2022)

Speaker, “Ethical Issues & Solutions for Practicing in a Hybrid Workplace,” Massachusetts Continuing Legal Education, Virtual (January 24, 2022)

Speaker, “Coming & Going – Lawyers Departures, Arrivals and Mergers,” Association of Intellectual Property Firms, Virtual Annual Meeting (September 24, 2021)

Speaker, “Dissecting a Lawyer’s Rule 1.4 Obligations in our Multi- Cultural and a Multi-Generational World,” National Organization of Bar Counsel, Virtual Annual Meeting (August 6, 2021)

Speaker, “More than a Mask: Surviving the Pandemic with Your Ethics Intact,” National Organization of Bar Counsel, Virtual Mid-Year Meeting (February 11, 2021)

Speaker, “Show Me the Money: Ethical Issues in Charging and Collecting Attorney Fees,” California Lawyers Association, Virtual Annual Meeting (September 26, 2020)

Speaker, “How to Be Civil and Mind Your Ethical Obligations in What Seems Like an Uncivil World,” California Lawyers Association (February 26, 2020)

Speaker, “Are You Present – The Ethics of Practicing Here and There,” U.S. Shopping Center Law Conference, San Diego, California (October 25, 2019)

Speaker, “Defending Your Online Reputation,” Continuing Education of the Bar, San Diego, California (September 16, 2019)

Speaker, “New Rules of Professional Conduct: Client/Lawyer Relationships and Transactions with Non-Clients,” Federal Bar Association, San Diego, California (January 28, 2019)

Speaker, “Rules Not Made to Be Broken,” California Academy of Attorneys for Health Care Professionals (September 28, 2018)

Speaker and Moderator, “Navigating the Changes to the Rules of Professional Conduct, Sections Two and Three,” San Diego County Bar Association, San Diego, California (July 13, 2018)

Speaker, “An Ounce of Prevention: How Taking Some Small Steps May Mitigate Against Big Headaches,” Practicing Law Institute, San Francisco, California (April 23, 2018)

Moderator, “Challenging Issues in Insurance Defense Practice,” Association of Professional Responsibility Lawyers, Vancouver, British Columbia (February 2, 2018)

Speaker, “Risk Management for Lawyers,” Thomas Jefferson School of Law Alumni Weekend, San Diego, California (October 14, 2017)

Speaker, “The Deadly Sins of Lawyering: Why Good Lawyers Sometime Violate Ethical Rules,” Multistate Tax Commission, San Diego, California (March 10, 2017)

Speaker, “Everyday Ethics,” Consumer Attorneys of San Diego, San Diego, California (November 29, 2016)

Speaker, “Can We All Just Get Along? Civility, Integrity and Professionalism,” Annual Tax & Estate Planning Forum, San Diego, California (October 21, 2016)

Moderator and Panelist, “Ethics for Attorneys,” EEOC 2016 EXCEL Training Conference, San Francisco, CA (July 20, 2016)

Panelist, “The Ethics of Electronic Discovery,” Federal Bar Association, San Diego, California (October 22, 2015)

Moderator and Panelist, “Ethics for the Solo and Small Firm Practitioner,” State Bar of California Solo and Small Firm Summit, Newport Beach, California (June 19, 2015)

Panelist, “Dealing with Difficult Clients,” State Bar of California Solo and Small Firm Summit, Newport Beach, California (June 19, 2014)

Speaker, “Ethics Game Show,” Arizona Women Lawyers Association, Maricopa Chapter, Phoenix, Arizona (December 11, 2024)
Speaker, “Handling Friend and Family Requests for Legal Advice,” BARBRI/Strafford, Virtual Program (August 13, 2024)
Speaker, “Hot and Emerging Legal Ethics & Professional Responsibility Issues,” American Bar Association, Chicago, Illinois (August 1, 2024)
Speaker, “AI & Legal Ethics,” California Western School of Law, San Diego, California (March 22, 2024)

Speaker and facilitator, “Cutting Edge Risk Management Trends for Law Firm General Counsel,” American Bar Association, Chicago, Illinois (September 21, 2023)

Speaker, “One License to Practice Law,” American Bar Association, Virtual Program (May 1, 2023)

Speaker, “Where Can Lawyers Go and What Can They Share?,” California Lawyers Association, Virtual Program (December 9, 2022)

Speaker and Moderator, “Somebody Has to Arrange the Matches,” California Lawyers Association, Virtual Solo and Small Firm Summit (June 16, 2022)

Speaker, “Great Debates, Revisiting Recent Listserv Topics,” Association of Professional Responsibility Lawyers, Chicago, Illinois (October 23, 2021)

Speaker, “Preparing for the Worst,” California Lawyers Association, Virtual Annual Meeting (September 23, 2021)

Speaker, “More than a Mask: Surviving the Pandemic with Your Ethics Intact,” American Bar Association, Virtual Program (July 20, 2021)

Speaker, “Staying Out of Trouble – Ethics for Trusts and Estates Litigators,” California Lawyers Association, Virtual Trusts and Estate Program (January 13, 2021)

Speaker, “Civility in the Practice of Law – Upholding Professional Standards with Opposing Counsel,” San Diego County Bar Association, San Diego, California (July 28, 2020) 

Speaker and Moderator, “Prone to Hyperbole,” Association of Professional Responsibility Lawyers, Austin, Texas (February 14, 2020)

Speaker, “Far From the Shallow: Management Tips for Solos & Smalls,” California Lawyers Association, Monterey, California (October 11, 2019)

Speaker, “Common Ethical Missteps that Can Trip Up Lawyers,” La Jolla Bar Association, La Jolla, California (July 11, 2019)

Speaker, “Key Developments in Ethics 2018,” Continuing Education of the Bar, San Diego, California (January 10, 2019)

Speaker, “Best Practices from Experienced Leaders,” San Diego County Bar Association Leadership Training, San Diego, California (November 15, 2018)

Speaker and Moderator, “Navigating the Changes to the Rules of Professional Conduct, Sections Four, Six, and Eight,” San Diego County Bar Association, San Diego, California (September 14, 2018)

Speaker, “Ethical Issues in Mediation and Mediation Confidentiality,” San Diego County Bar Association, San Diego, California (June 13, 2018)

Speaker, “Why Civility Matters to Me,” Association of Business Trial Lawyers, San Diego, California (April 20, 2018)

Speaker, “When Lawyers Pack Up and Move,” Federal Bar Association, San Diego, California (January 29, 2018)

Speaker, “Opening Your Practice: Important Client Communications,” San Diego County Bar Association, San Diego, California (July 18, 2017)

Speaker, “Negative Online Reviews: Preserving Your Reputation Without Violating Your Ethical Duties,” Continuing Education of the Bar (CEB), San Diego, California (March 6, 2017)

Speaker, “Bias, Incivility, and Difficult Personalities: An Ethical Tour,” Tom Homann Law Association and San Diego Paralegal Association, San Diego, California (November 16, 2016)

Moderator and Panelist, “Difficult Personalities Confronted by Lawyers,” The State Bar of California’s 89th Annual Meeting (October 1, 2016)

Moderator and Panelist, “Let’s Make a Deal: The Ethics of Negotiation,” State Bar of California Solo and Small Firm Summit (June 17, 2016)

Panelist, “Common Ethical Dilemmas Faced by Solo and Small Firm Practitioners,” The State Bar of California’s 88th Annual Meeting (October 9, 2015)

Panelist, “Ethical Use of Social Media for Jury Selection and at Trial,” County Counsel’s Association of California, San Diego, California (November 26, 2014)

Moderator, “Too Good to Be True, a Legal Ethics Program on Conflicts and Other Professional Pitfalls” San Diego County Bar Association, San Diego, California (January 9, 2014)

Speaker, “Ethics Game Show,” Scottsdale Bar Association, Scottsdale, Arizona (December 10, 2024)

Speaker, “Insider Scoop on Getting from an Idea to a Rule Change,” National Organization of Bar Counsel, Chicago, Illinois (August 2, 2024)
Speaker, “Civility in the Legal Profession,” Santa Barbara County Counsel, Virtual Program (June 20, 2024)

Speaker, “Key Developments in Ethics,” Continuing Education of the Bar, San Diego, California (December 14, 2023)

Speaker and facilitator, “Changing Rules for the Unauthorized Practice of Law and the Effect on the LPL Insurance Industry,” American Bar Association, Chicago, Illinois (September 21, 2023)

Speaker, “UPL: Anachronism or Necessary Regulation?” American Bar Association, San Juan, Puerto Rico (April 21, 2023)

Speaker, “Discussion of Proposed Changes to ABA Model Rule 5.5,” National Organization of Bar Counsel, Virtual (October 20, 2022)

Speaker, “Preparing for Life Changes: Practical and Ethical Considerations,” Los Angeles Law Library, Virtual (January 26, 2022)

Speaker, “Lawyer Ethics: Using Social Media; Surviving Co-counsel Relationships; and Looking Ahead.” La Jolla Bar Association, Virtual Program (August 12, 2021)

Speaker, “Election Lawsuits: Politics? Professional Misconduct?,” American Bar Association, Virtual Program (April 19, 2021)

Speaker, “Breaking Away: Ethical Concerns When Leaving a Firm to Start Your Own Practice,” California Lawyers Association, Virtual Solo and Small Firm Summit (October 7, 2020)

Speaker, “Legal Ethics in the Age of COVID-19: A Panel Perspective from the Experts,” San Diego County Bar Association, San Diego, California (May 8, 2020)

Speaker, “Ethical Decision-Making in Mediation,” California Lawyers Association, San Diego, California (January 24, 2020)

Speaker, “Professional Responsibility in California: Past, Present & Future,” California Lawyers Association, Monterey, California (October 10, 2019)

Speaker, “Tech Savvy or Sabotage?” San Diego County Bar Association, San Diego, California (July 9, 2019)

Speaker, “Rules Not Made to Be Broken,” North County Bar Association (January 9, 2019)

Speaker, “Getting to Know You–Meet the New Rules of Professional Conduct,” Annual Tax & Estate Planning Forum, San Diego, California (October 17, 2018)

Speaker and Moderator, “Navigating the Changes to the Rules of Professional Conduct, Sections Five and Seven,” San Diego County Bar Association, San Diego, California (August 10, 2018)

Speaker and Moderator, “Navigating the Changes to the Rules of Professional Conduct, Section One,” San Diego County Bar Association, San Diego, California (June 8, 2018)

Speaker, “Civility in Everyday Practice and the Art of the Ethical Deal,” Association of Business Trial Lawyers, San Diego, California (February 21, 2018)

Speaker, “The Limits of Persuasion,” San Diego County Bar Association, San Diego, California (January 19, 2018)

Speaker, “The Attorney’s Disaster Survival Kit: Protecting Your Clients When You Can,” Los Angeles Law Library, Los Angeles, California (July 12, 2017)

Panelist, “Navigating Everyday Legal Ethics,” North County Bar Association, Vista, California (January 12, 2017)

Speaker, “The Unauthorized Practice of Law,” Legal Secretaries, Inc., Palm Springs, California (November 11, 2016)

Panelist, “Negative Online Reviews: Preserving Your Legal Reputation Without Violating Our Ethical Duty,” San Diego County Bar Association (September 8, 2016)

Moderator and Panelist, “It Takes All Kinds: The Ethics of Dealing with Difficult Personalities,” State Bar of California Solo and Small Firm Summit (June 17, 2016)

Moderator and Panelist, “Dealing with Difficult Clients,” State Bar of California Solo and Small Firm Summit, Newport Beach, California (June 19, 2015)

Panelist, “Ethical Issues for EEOC Matters,” EEOC 2014 EXCEL Training Conference, San Diego, California (August 13, 2014)

Panelist, “Top 10 Legal Ethics Rulings of 2012-2013,” Foothills Bar Association, La Mesa, California (July 18, 2013)

Panelist, “Top 10 Legal Ethics Rulings of 2012,” San Diego County Bar Association, San Diego, California (March 10, 2013)

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