Speaking Engagements

Mr. Wertlieb was a presenter, panelist and/or moderator of each of the following presentations (since 2000):

  • Presenter, “Update on Civility in the Legal Profession in California,” ProVisors Valley Lawyers Affinity Group, Video Conference (March 19, 2024); Los Angeles County Bar Association’s 2024 Ethics Symposium, Video Conference (March 13, 2024)
  • Panelist, “California’s New Rule 8.3: The Five Questions,” Century City Bar Association, Los Angeles, CA (October 24, 2023)
  • Panelist, “A Year in Review: Legal Ethics & Professional Responsibility,” California Lawyers Association, 2023 Annual Meeting, San Diego, CA (September 21, 2023)
  • Panelist, “Corporate Governance Law in Jurisdictions Other Than Delaware,” Conference on the American Law Institute’s Restatement on Corporate Governance, UCLA School of Law (April 21, 2023)
  • Presenter, “Ethics for Neutrals: Do I Need an IOLTA Account?,” California Lawyers Association, Litigation Section Mediation Week (March 20, 2023)
  • Panelist, “Ethics: Comparative Conflicts Discussion,” Milbank LLP (February 28, 2023 and March 1, 2023)
  • Presenter, “New Trust Account Obligations in California,” Milbank LLP (December 7, 2022)
  • Presenter, “The New Rules of Professional Conduct,” California Lawyers Association, 2022 Litigation and Appellate Summit (May 13, 2022)
  • Moderator & Panelist, “The Ethical Use of Expert Witnesses,” American Bar Association, Litigation Section Annual Conference (May 4, 2022)
  • Moderator & Panelist, “Who is the Client? The Ethics Rule Implications for In-House Counsel and Outside Counsel,” American Bar Association, Business Law Section Spring Meeting (April 2, 2022)
  • Panelist, “Thomas Girardi and Michael Avenatti: Lessons Learned,” American Bar Association, Litigation Section Professional Liability Litigation Committee, Roundtable (March 22, 2022)
  • Moderator & Panelist, “Managing Professionals Professionally: A Guide for Lawyers,” California Lawyers Association, Business Law and Litigation Sections (January 25, 2022)
  • Panelist, “Clients, Crypto, Cannabis, Bar Complaints, Civility and Other Advanced Topics in Professional Responsibility,” Alameda County Bar Association MCLE Compliance Countdown, Video Conference (December 3, 2021)
  • Panelist, “Attorney Training College Program on Civility,” Zoom presentation to the law firm of Klinedinst PC (October 28, 2021)
  • Panelist, “A Year in Review: Legal Ethics & Professional Responsibility,” California Lawyers Association Annual Meeting, Video Conference (September 23, 2021)
  • Moderator & Panelist, “Who is the Client? Ethics Issues in Structuring Start-Ups and Representing Early-Stage Companies,” American Bar Association’s Business Law Section Virtual Annual Meeting (September 22, 2021)
  • Presenter, “Ethical Representation of Businesses in Transactional Matters,” Zoom presentation to the law firm of Procopio, Cory, Hargreaves & Savitch LLP (July 6, 2021)
  • Presenter, “Ethics Update for the T&E Lawyer: What You Need to Know About the New Rules,” San Luis Obispo County Bar Association, Estates and Trusts Section (June 23, 2021)
  • Panelist, “Top 10 Myths about In-House Ethics,” American Bar Association’s Litigation Section Webinar (June 22, 2021)
  • Panelist, “How to Effectively and Ethically Prepare, Present and Defend your Witnesses During COVID-19 Times,” American Bar Association’s Litigation Section Virtual Annual Meeting (May 6, 2021)
  • Presenter, “Covid-19 and the Rules of Professional Conduct,” California Lawyers Association, Business Litigation Committee (April 20, 2021)
  • Moderator & Panelist, “The Effective and Ethical Use of Expert Consultants and Witnesses,” American Bar Association’s Business Law Section Virtual Spring Meeting (April 19, 2021)
  • Presenter, “Ethical Considerations in Advising Cannabis Companies,” American Bar Association’s Cannabis Law Subcommittee, Business Law Section, Middle Market and Small Business Committee (April 19, 2021)
  • Panelist, “Ethics for Trusts and Estates Attorneys,” California Lawyers Association “Trust Me” Podcast (March 22, 2021)
  • Presenter, “Must I? Or Can’t I? Depositing Expert Witness Retainers in Your Client Trust Account,” Association of Professional Responsibility Lawyers’ Mid-Year Meeting, Zoom Conference (March 6, 2021)
  • Guest Lecturer, “Ethics Relating to Organization as Client,” UC Berkeley School of Law, Course on Legal Profession (February 16, 2021)
  • Presenter, “The Ethical Use of Expert Witnesses,” Los Angeles City Attorney’s Office (February 12, 2021)
  • Presenter, “What’s Up With All These New Rules?,” Los Angeles City Attorney’s Office (February 12, 2021)
  • Panelist, “Ethical Duties in Times of Crisis,” Sonoma County Bar Association, Zoom Conference (January 27, 2021)
  • Panelist, “Performing Nonlegal Services? Mind Your Ethical Duties,” California Lawyers Association, Real Property Law Section Webinar (January 14, 2021)
  • Presenter, “The Ethics of Working with Cannabis Clients – High Times, or Buzz Kill?,” California Lawyers Association Webinar (December 7, 2020)
  • Presenter, “Career Paths, Networking & Attitude – What worked for me might work for you!,” UCLA School of Law, Video Conference (October 9, 2020)
  • Moderator & Panelist, “Hindsight is 2020: A Legal Ethics Year in Review,” California Lawyers Association Annual Meeting, Video Conference (September 25, 2020)
  • Panelist, “Where Lawyers Get Into Trouble: Real Estate Transactions and Litigation,” Beverly Hills Bar Association, Zoom Conference (September 24, 2020)
  • Panelist, “Ethics Opinion Roundup: What Went Wrong? Bloopers Reel,” Association of Professional Responsibility Lawyers’ Annual Meeting, Video Conference (August 14, 2020)
  • Presenter, “New Rules of Professional Conduct in California,” Clear Law Institute online (2020)
  • Panelist, “A How to Guide to Conflict Checks & Conflict Waivers,” Los Angeles County Bar Association’s Annual Program on Ethics, Los Angeles, CA (January 25, 2020)
  • Presenter, “Ethics Update: What You Need to Know About the New Rules,” California Lawyers Association Litigation Section One and Done – MCLE Extravaganza, San Diego, CA (January 24, 2020)
  • Panelist, “Program on Professional Development – Office Politics,” UCLA School of Law, Los Angeles, CA (January 2020)
  • Presenter, “No Longer Moot – New Rules of Professional Conduct are Here,” UCLA School of Law Moot Court Judges Luncheon, Los Angeles, CA (October 12, 2019)
  • Moderator, “The New Rules of Professional Conduct – A Year in Review,” California Lawyers Association Annual Meeting, Monterey, CA (October 11, 2019)
  • Moderator, “Professional Responsibility in California: Past, Present and Future,” California Lawyers Association Annual Meeting, Monterey, CA (October 10, 2019)
  • Presenter, “What’s New in California? The Rules of Professional Conduct!,” Lawline online (2019)
  • Presenter, “California’s New Rules of Professional Conduct,” presentations to various law firms and other organizations in Southern California (2017 – 2019)
  • Panelist, “Cannabis Real Estate: Legal and Ethical Issues Facing the Industry,” USC Gould School of Law Real Estate Law and Business Forum, Los Angeles, CA (April 11, 2019)
  • Moderator, “Ethical Issues for In-House Counsel,” Lowell Milken Institute for Business Law and Policy at UCLA School of Law, Palo Alto, CA (January 30, 2019)
  • Presenter, “The New Rules of Professional Conduct,” California Lawyers Association, Webinar (January 29, 2019)
  • Presenter, “The New Rules of Professional Conduct,” J. Reuben Clark Law Society, Irvine, CA (January 17, 2019)
  • Presenter, “The New Rules of Professional Conduct (for Transactional Lawyers),” Los Angeles County Bar Association’s Business and Corporations Law Section, Webinar (January 15, 2019)
  • Panelist, “Ethics – All You Need to Know: Conflicts, Conflicts, Conflicts – What the New Rules and the Sheppard Mullin v. J-M Case have To Say,” Los Angeles County Bar Association’s Annual Program on Ethics, Los Angeles, CA (January 13, 2019)
  • Moderator, “How to Keep Your Expert In and Their Expert Out,” California Lawyers Association’s Business Law Section, Webinar (November 6, 2018)
  • Presenter, “A New Chapter in Professional Responsibility,” Lowell Milken Institute for Business Law and Policy at UCLA School of Law, Los Angeles, CA (October 30, 2018)
  • Presenter, “Trials and Tribulations – Tactics, Strategies and Updates for the Business Litigator: The Ethical Use of Expert Witnesses,” California Lawyers Association’s Solo and Small Firm Section, Los Angeles, CA (October 18, 2018)
  • Panelist, “Conflict Waivers, Mediation Waivers, New Rules – Oh My! Avoiding Ethical Traps Triggered by Recent Developments Under California Law,” Beverly Hills Bar Association, Los Angeles, CA (October 11, 2018)
  • Presenter, “New Rules of Professional Conduct go into Effect on November 1, 2018 – Are You Ready?,” California Lawyers Association Annual Meeting, San Diego, CA (September 14, 2018)
  • Panelist, “New Rules of Professional Conduct go into Effect Later this Year – ARE YOU READY?,” Los Angeles County Bar Association, Los Angeles, CA (August 21, 2018)
  • Panelist, “Brave New World: What Business Lawyers Need to Know About the Sea Change to New Rules Of Professional Conduct,” Beverly Hills Bar Association, Beverly Hills, CA (July 12, 2018)

  • Presenter, “Teach the Basics of Contract Drafting, Corporate Governance & Transactional Law . . . in One Single Sentence!” Emory Law’s 6th Biennial Conference on Teaching Transaction Skills, Atlanta, GA (June 1, 2018)

  • Panelist, “Advising Clients on the Formation of Legal Entities in California – Ethical Issues,” California Lawyers Association’s Business Law Section, Los Angeles, CA (March 30, 2018)

  • Presenter, “The Proposed Rules of Professional Conduct – What Every Litigator Should Know,” California Lawyers Association’s Litigation Section, Webinar (March 1, 2018)
  • Presenter, “Proposed Changes to California Professional Conduct Rules for Transactional Attorneys,” Los Angeles County Bar Association’s Business and Corporations Law Section Webinar (January 29, 2018)
  • Presenter, “The Proposed Rules of Professional Conduct,” presentations to various law firms in Southern California (2017 – 2018)
  • Moderator, “Conflicts of Interest: Guidelines for Every Lawyer’s Success,” American Bar Association’s Center for Professional Development Webinar (July 20, 2017)
  • Panelist, “Ethics Issues Relating to the Use of Expert Witnesses,” American Bar Association’s National Conference on Professional Responsibility, St. Louis, MO (June 2, 2017)
  • Panelist, “Ethics in, and Negotiating and Preserving Privilege in, M&A Transactions,” American Bar Association’s Business Law Section Spring Meeting, New Orleans, LA (April 6, 2017)
  • Moderator, “Venture Capital Panel,” Law and Entrepreneurship Association of UCLA School of Law, Los Angeles, CA (April 4, 2017)
  • Panelist, “Ethics – All You Need to Know: The Ethical Use of Expert Witnesses,” Los Angeles County Bar Association’s Annual Program on Ethics, Los Angeles, CA (January 14, 2017)
  • Presenter, “The Ethical Use of Expert Witnesses,” presentations to various litigation groups in Southern California (2016)
  • Panelist, “The Effective and Ethical Use of Expert Witnesses,” Annual Meeting of the California State Bar, San Diego, CA (September 30, 2016)
  • Presenter, “Key Ethical Issues When Ending the Attorney-Client Relationship,” Bloomberg BNA Ethics Webinar (April 12, 2016)
  • Panelist, “Phantom Clients and How to Exorcise Them,” LMRM Conference, Chicago, IL (March 3, 2016)
  • Presenter, “How to Be, and How to Use, an Expert Witness,” California State Bar Webinar (November 4, 2015)
  • Presenter, “Ethics for the In-House Attorney,” presentations to 15 legal departments in California and New York, approximately 1,000 in-house attorneys (2011 – 2014)
  • Panelist, “Ethics Update 2014: Significant Developments in the Law of Lawyering,” Annual Meeting of the California State Bar, San Diego, CA (September 12, 2014)
  • Panelist, “Ethics Update 2013: Significant Developments in the Law of Lawyering,” Annual Meeting of the California State Bar, San Jose, CA (October 11, 2013)
  • Moderator, “Doing Good Made Easy (or at Least Easier): Ethical Issues Arising in Pro Bono Representations,” Annual Ethics Symposium of the California State Bar, Los Angeles, CA (April 20, 2013)
  • Panelist, “Ethics Update 2012: Significant Developments in the Law of Lawyering,” Annual Meeting of the California State Bar, Monterey, CA (October 12, 2012)
  • Moderator, “The No Contact Rule: Up Close and Personal,” Annual Ethics Symposium of the California State Bar, San Francisco, CA (May 19, 2012)
  • Co-Teacher, “Negotiations: Creating and Claiming Value,” Harvard University, Cambridge, MA (February 16, 2012 & November 17, 2011)
  • Co-Teacher, “Negotiations: Strategies of Influence,” Harvard University, Cambridge, MA (November 15, 2011)
  • Moderator & Panelist, “Dealing with Difficult Clients While Maintaining Your Professional Responsibility,” Annual Meeting of the California State Bar, Long Beach, CA (September 17, 2011)
  • Moderator, “Ethics on the Inside (Ethical Issues Faced by In-House Attorneys),” Annual Ethics Symposium of the California State Bar, Irvine, CA (April 9, 2011)
  • Moderator & Panelist, “Conflicts for Lawyers: How to Get Yourself Disqualified, Sued and Disciplined,” Annual Meeting of the California State Bar, Monterey, CA & San Diego, CA (September 24, 2010 & September 11, 2009)
  • Panelist, “When Private Equity Comes Calling: The Role of Corporate Counsel in Takeover Transactions,” 2007 Institute for Corporate Counsel, Los Angeles, CA (December 6, 2007)
  • Presenter, “Basics of Mergers & Acquisitions,” Southern California Chapter of ACCA, Los Angeles & Orange Counties, CA (November 8, 2006)
  • Panelist, “Developments in Corporate Governance: Revisiting Director Voting and Other Hot Potatoes,” ABA Business Bar Leaders Conference, Chicago, IL (May 10, 2006)
  • Panelist, “Legislation: Turning Ideas into Law: Effective Legislative Strategies for Business Law Organizations,” ABA Business Bar Leaders Conference, Chicago, IL (May 10, 2006)
  • Panelist, “Mergers & Acquisitions: Growth, Access to Capital and Liquidity through Mergers, Acquisitions and Strategic Alliances,” The Investment Capital Conference 2004, Los Angeles, CA (April 27, 2004)
  • Guest Lecturer, “Corporate Governance,” USC Business School, Course on Advanced Finance, Los Angeles, CA (July 26, 2004)
  • Moderator & Panelist, “Doing Business Online: Financing Online Operations,” Law Seminars International, Los Angeles, CA (August 25, 2000)