CP Cal Celebration XVI Presenter Proposal Submission Form

Call For 2022 Presenters

CP CAL CONFERENCE XVI
April 22, 23 and 24, 2022
Submission deadline: October 10, 2021

Proposals are being accepted for Pre-Celebration Institutes (6-hour Workshops), 3-hour Workshops, 90-minute Workshops, and 1-hour Plenaries.

Continuing Education Credits
CP Cal strives to provide a range of professional continuing education credits. If you anticipate your PCI/Plenary/Workshop will qualify for credit please be prepared to provide the following information required for continuing education applications within 30 days of workshop approval and email separately to Christine@cpcal.com:

MCLE
If you anticipate your workshop qualifying for MCLE CE credit, please prepare the following documents for submission to the California State Bar:

Short summary of the content and how it relates to legal subjects directly relevant to licensees of the State Bar or has significant current professional and practical content
Timed outline
Substantive presenter materials (PowerPoint, agendas, handouts)
Presenter(s) bio/resume(s)

In addition, if your workshop includes content eligible for Ethics, Elimination of Bias, or Substance Abuse, Mental or Physical Issues that Impair the lawyers Professional Competence, and/or qualifies for specialization units in Family Law and/or Trusts & Estates, please prepare the following:

Ethics: Summary of qualifying content, amount of time spent on the qualifying topic, and citations of specific ethics rules being cited (link for Rules of Professional Conduct: https://www.calbar.ca.gov/Attorneys/Conduct-Discipline/Rules/Rules-of-Professional-Conduct/Current-Rules)
Elimination of Bias: Summary of qualifying content, amount of time spent on the qualifying topic.
Substance Abuse, Mental or Physical Issues that Impair Professional Competence: Summary of qualifying content., amount of time spent on the qualifying topic.
Family Law: "Family Law Activity Content Attachment" qualifying categories
Trusts & Estates: "Estate Planning, Trust and Probate Law Activity Content Attachment" qualifying categories

The following are examples of what is acceptable for legal CE credit:

Substantive content such as child and spousal support, parenting plans, tax implications of divorce, and the like;
Activities relating to management of a law practice or law office, including case management and effective calendaring, malpractice avoidance, maintenance of ethical attorney communications and attorney-client relationship, ethical management of client trust funds and other law office financial affairs, operational management of a solo law office, law firm, or corporate law department.

Examples of what is not acceptable for legal CE credits:

A legal subject taught to non- attorneys
Programs or portions of an activity that teach attorneys how to improve marketing, develop new clients or increase revenue.
Nonlegal functions such as business development, team building, committee meetings or any recreational activity.
Writing for, to or on behalf of a client in the regular practice of law.
Activities primarily intended to market or sell the presenter's technology, products, services or skills.
Programs that teach or enhance a person's ability to prepare and present an MCLE activity.
Reviewing and evaluating the legal work of associates or other attorneys by more experienced attorneys (for example, performance evaluations or a mentoring program).
Programs that discuss pending court case or litigation, an appeal or any client matter by the participants in the pending case, litigation appeal or client matter.
Time spent in conducting a roll call or connecting to the teleconference
Online discussions or written comments posted on public forums
Courses on general business writing or basic English grammar
Informal discussion groups
Preparation for admission to practice law in any state, the District of Columbia, and territory of the U.S., or any foreign jurisdiction, or for time spent actually taking such examinations
Educational programs on mentoring new attorneys
Registering for a program or viewing vendor exhibits and demonstrations
Breaks or rest periods lasting more than five minutes, mealtimes without a scheduled speaker, receptions, evaluations, tours, certificates and/or awards or vendor demonstrations
Networking, the use of social media to network or for marketing

MFT/LCSW
If you anticipate your workshop qualifying for CE credits from BBS please prepare the following documents to be submitted for consideration:

Course Learning Objectives
Course Abstract
Course Outline
Presenter Bio/Resume

PSYCHOLOGIST
If you anticipate your workshop qualifying for CE credits for Psychologists, please prepare the following documents to be submitted for consideration:

A timed outline
Presenter CVs
Learning Obectives (at least 3 for a half day or less and 4-5 for a full day workshop
A Bibliography with references that support the learning.

If there are questions about approval for Mental Health Professionals education credit please contact Sharon Clark, PhD at Clarkpeace123@gmail.com

CFP
If you anticipate your workshop qualifying for CE credits from the CFP Board please prepare the following documents to be submitted for consideration:

Learning Objectives
Course Description
Timed outline
Substantive presenter materials
Handouts
Presenter(s) bio/resume(s)

The following are topics the CFP Board accepts for CE credit:

Professional Conduct and Regulation
General Principles of Financial Planning
Education Planning
Risk Management and Insurance Planning
Investment Planning
Tax Planning
Retirement Savings and Income Planning
Estate Planning

The following are topics that DO NOT qualify for CE credit:

Practice Management
Public Accounting
Computer Hardware or Software
Marketing, Prospecting or Sales
Specific Company or Pro

Before proceeding, please be sure to have the following ready to input. We suggest you write up your proposal in a word processing program and then paste each response into this submission form. By doing so, you will mitigate the chance of data loss and you will have a copy of your submission.

• A title and a “program ready” description of 80 words or fewer for the Celebration brochure. CP Cal reserves the right to edit descriptions.
• The name of the person who will be coordinating your PCI/Plenary/Workshop.
• Complete contact and credential information for all proposed presenters. (Maximum of five presenters per workshop; additional presenters will be considered upon request).
• An abstract of 250 words or fewer describing your proposed PCI/Plenary/Workshop.
• Three learning objectives that will be addressed by your proposed PCI/Plenary/Workshop.
• The level at which your proposed PCI/Plenary/Workshop is targeted: beginning, intermediate, advanced.
• For research proposals, include brief descriptions of your methodology, results, conclusions and applications for practice, policy implications and future research.
• One-paragraph bios for all presenters (for inclusion in the Celebration book and website).

CP Cal is unable to guarantee consideration of incomplete proposals or those submitted after the deadline.

For 90-minute and 3-hour workshops, presenters will be awarded a $100 honorarium in the form of a registration discount, up to a maximum of $300 per workshop ($100 for each of three presenters). Each presenter shall receive no more than one $100 registration discount. Honoraria for Pre-Celebration Institutes and Plenaries are modest and negotiable.

If you have any questions regarding this Proposal Submission Form, please contact Christine Maderos at christine@cpcal.com.

PLEASE NOTE: IF YOU DO NOT RECEIVE AN EMAIL CONFIRMING RECEIPT OF YOUR PROPOSAL WITHIN ONE WEEK OF SUBMISSION, CONTACT Christine Maderos at christine@cpcal.com.

Question Title

* Presenter expense understanding:

I understand that CP Cal offers a reduced registration rate for Workshop presenters (up to three presenter discounts per Workshop but no more than one per presenter) but is unable to reimburse for travel and related expenses.

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* Presenter information accuracy understanding:

I understand that all presenter information entered must be accurate and up-to-date. It will be used in the printed program and for communication purposes if the proposal is accepted.

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* Presenter availability understanding:

I have confirmed the availability of myself and all co-presenters over the Celebration dates should the proposed workshop be accepted.