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Venue: Regency B clear filter
Wednesday, September 16
 

7:45am PDT

1st Time Attendees Workshop
Wednesday September 16, 2026 7:45am - 8:15am PDT

Wednesday September 16, 2026 7:45am - 8:15am PDT
Regency B

8:30am PDT

HR Essentials: Know This Before You Need it
Wednesday September 16, 2026 8:30am - 10:00am PDT
Your first year in HR leadership comes with a steep learning curve, and plenty of situations where no handbook, workshop, or preparation program quite prepares you for. This fast-paced session brings together the essential things every HR leader needs to know, from the mechanics of bargaining, employee classification, to navigating important legal processes and understanding where to turn when you need answers. Whether you’re new to the role or simply want to strengthen your foundation, you’ll leave with practical knowledge, useful resources, and greater confidence navigating the HR landscape.

Speakers
avatar for Danyel Conolley

Danyel Conolley

Associate Vice President, School Services of California

avatar for Sarah Nieman

Sarah Nieman

Director, Management Consulting Services, School Services of California

Wednesday September 16, 2026 8:30am - 10:00am PDT
Regency B

10:15am PDT

F3 - Rising Complaints, Real Solutions: Navigating Employee Misconduct and Workplace Concerns
Wednesday September 16, 2026 10:15am - 11:45am PDT
As complaints about employees continue to rise in schools and workplaces, district leaders face increasing pressure to respond promptly, fairly, and consistently while minimizing legal and operational risk. This session will explore practical strategies for managing complaints involving employee misconduct, workplace conflict, professionalism, harassment, discrimination, and performance concerns. Attendees will learn how to establish effective intake and documentation practices, conduct appropriate preliminary assessments, determine when investigations are necessary, and communicate throughout the process. The presentation will also address common pitfalls that can escalate complaints and provide proactive approaches to improving workplace culture, accountability, and employee relations. Participants will leave with actionable tools to help their districts respond to complaints confidently, consistently, and lawfully.
Speakers
avatar for L. Carlos Villegas

L. Carlos Villegas

Partner, F3 Law
Carlos Villegas advises school districts across Southern California on labor and employment issues, including collective bargaining, employee discipline, investigations, and board governance. He represents districts before PERB, state and federal agencies, and in Superior Court. Carlos... Read More →
Wednesday September 16, 2026 10:15am - 11:45am PDT
Regency B

2:00pm PDT

F3 -The Great Absence: Managing Employee Leaves
Wednesday September 16, 2026 2:00pm - 3:30pm PDT
Between chronic absenteeism, expanding leave laws, staffing shortages, substitute vacancies, and evolving employee expectations, Human Resources professionals are asking themselves a very real question: does anyone actually come to work anymore? This engaging and relatable session takes a practical—and honest—look at the growing complexities of employee leave administration in public education. Participants will explore the ever-changing maze of FMLA, CFRA, pregnancy disability and parental leave, workers’ compensation, paid sick leave, catastrophic leave, and negotiated leave provisions, as well as the increasingly blurred lines between contractual rights, legal obligations, and operational realities. Through real-world scenarios, interactive discussion, and shared “you can’t make this up” moments, attendees will unpack common leave challenges and staffing impacts facing districts today.
Speakers
avatar for Lisa Mori

Lisa Mori

Partner, F3 Law
Elizabeth “Lisa” Mori is a veteran labor attorney with over 30 years of experience advising school districts on bargaining, discipline, evaluations, layoffs, and employee matters. As a chief negotiator, she excels in both traditional and interest-based bargaining. Co-chair of... Read More →
Wednesday September 16, 2026 2:00pm - 3:30pm PDT
Regency B

3:45pm PDT

AALRR - Employee Absenteeism: Managing Attendance Issues for Supervisors and Managers
Wednesday September 16, 2026 3:45pm - 5:15pm PDT
Employee absenteeism presents ongoing challenges for supervisors and managers, impacting operations, morale, and service delivery. This session provides practical guidance on managing attendance issues within the legal and contractual framework applicable to employees. Participants will learn strategies for identifying problematic attendance patterns, conducting effective and compliant conversations, navigating leaves and accommodations, and applying progressive discipline when appropriate. Designed for supervisors on the front lines, this session equips attendees with tools to address absenteeism consistently, fairly, and confidently while minimizing risk to the organization.
Speakers
avatar for Jacquelyn Takeda Morenz

Jacquelyn Takeda Morenz

Associate, Atkinson, Andelson, Loya, Ruud & Romo
Jacquelyn Morenz represents California school districts and county offices of education in a variety of labor and employment and general education matters, including employee disciplinary actions, leaves of absence, reasonable accommodation of employee disabilities, employment discrimination... Read More →
avatar for Marci Williams

Marci Williams

Senior Associate, Atkinson, Andelson, Loya, Ruud & Romo
Marci Williams represents public school districts, community college districts, and county offices of education in all areas of employment law with expertise in compliance with issues impacting the Human Resources Office, including leave requirements, disability, accommodations, investigations... Read More →
avatar for Sarah Daniels

Sarah Daniels

Associate | Pasadena, AALRR
Sarah Daniels represents Southern California school districts and educational institutions in a variety of general education and labor and employment matters. Her areas of expertise include leaves of absence, reasonable accommodation of employee disabilities, employee discipline... Read More →
Wednesday September 16, 2026 3:45pm - 5:15pm PDT
Regency B
 
Thursday, September 17
 

9:15am PDT

DWK - Best Practices on CalSTRS/CalPERS, Employment Agreements, CBAs and Related Brown Act Issues
Thursday September 17, 2026 9:15am - 10:45am PDT
Changing laws and regulations have altered CalSTRS’ and CalPERS’ views on reportable compensation, salary schedules, and spiking. CalPERS and CalSTRS have strictly applied the law and regulations when reviewing contract language in employment agreements, collective bargaining agreements and salary schedules. This session will provide guidance on the requirements, offer tips and pointers, and provide best practices to help you avoid audit findings of misreported compensation.

Key Takeaways:
(1) More knowledge about CalSTRS and CalPERS requirements, audits and consequences for districts;
(2) Learn how to comply with such requirements in employment agreements and collective bargaining agreements; and
(3) Learn how to help the governing board comply with related Brown Act requirements.
Speakers
avatar for Ellen Wu

Ellen Wu

Attorney at Law, Dannis Woliver Kelley
Ellen C. Wu is a Shareholder in the Long Beach and San Diego offices and is Chair of the firm’s Labor, Employment and Personnel Practice Group. Ellen has over ten years of experience in the area of labor and employment law, and she represents and advises school and community college... Read More →
avatar for Jenell Van Bindsbergen

Jenell Van Bindsbergen

Attorney at Law, Dannis Woliver Kelley
Jenell Van Bindsbergen is Of Counsel in the Fresno office and a member of the Labor, Employment and Personnel practice group. She has extensive experience with labor and employment matters related to the Americans with Disabilities Act, Family and Medical Leave Act, harassment, and... Read More →
Thursday September 17, 2026 9:15am - 10:45am PDT
Regency B

11:00am PDT

BWS - Deciphering The Education Code: Translating Laws Into Sound Personnel Practices For Certificated And Classified Employees
Thursday September 17, 2026 11:00am - 12:30pm PDT
It has been noted that “entry into the Education Code is painful” and “large parts of the Education Code are not meant to be understood” – and this was the California Court of Appeal speaking. This session will break down the otherwise indecipherable provisions of the Education Code as it relates to the fundamental rules of certificated and classified employment. Targeted for both emerging and advanced HR practitioners, we will cover fundamentals such as how the Education Code establishes the certificated and classified services, as well as advanced scenarios, such as the subtle yet significant distinctions in how the Education Code treats topics such as employee classifications, leaves of absences, seniority, permanent status, rehire rights, layoffs, and bumping with respect to certificated and classified personnel, as well as the interplay between Education Code rights and the collective bargaining process.
Speakers
avatar for John Yeh

John Yeh

Partner, Burke, Williams & Sorensen
John Yeh has been practicing law in California since 1991.  A California public school product and parent, and UC/CSU parent, he specializes in representing and advising school districts in charter school oversight, labor and employment, and litigation.  He also has experience in... Read More →
Thursday September 17, 2026 11:00am - 12:30pm PDT
Regency B

2:00pm PDT

When Accommodations Get Complicated: Real Scenarios & Practical Strategies for School HR Leaders
Thursday September 17, 2026 2:00pm - 3:30pm PDT
School HR leaders are managing increasingly complex accommodation requests involving mental health, leaves, remote work, attendance, and employee performance concerns. Through real-world scenarios and interactive discussion, this session explores practical approaches to Interactive Process facilitation, documentation, and communication that help districts navigate difficult situations while maintaining compliance and operational effectiveness.
Speakers
avatar for Tomas Chavez

Tomas Chavez

Former Executive Director of Human Resources
Dr. Tomas Chavez is a former school district Human Resources Executive Director and school principal with over 15 years of leadership experience in K-12 public education. He holds a Doctorate in Educational Leadership from San Diego State University, an Administrative Services Credential... Read More →
Thursday September 17, 2026 2:00pm - 3:30pm PDT
Regency B

3:45pm PDT

LS - Managing the Increasing Demands of Complaints
Thursday September 17, 2026 3:45pm - 5:15pm PDT
If you are buried in complaints, you are not alone. Complaints in the forms of UCPs, Complaints Against Employees, Sexual Harassment, and others have become common and at times, overwhelming. If your department is having a hard time managing the time demands, this session is for you. We will review the most common complaint types, critical tasks, and tips of the trade for streamlining your processes.
Speakers
avatar for Kara Walton

Kara Walton

Attorney, Partner, Lozano Smith
OverviewKara R. Walton is a Partner in Lozano Smith's San Diego office. Ms. Walton represents public school district clients on labor and employment issues, and advises school boards on a wide variety of governance matters.

ExperienceMs. Walton frequently represents school districts in personnel matters for both certificated and non-certificated employees, including labor union relations and grievances. She also regularly serves as general counsel to districts, advising and assisting with litigation matters and... Read More →
avatar for Selina Ayala Patlán

Selina Ayala Patlán

Senior Counsel, Lozano Smith
Overview
Selina Ayala-Patlán is Senior Counsel in Lozano Smith’s Monterey Office. Ms. Ayala-Patlán's practice focuses on assisting public agency clients in labor and employment, investigations, and governance matters.

Experience
Ms. Ayala-Patlán assists clients with matters related to employee relations, labor negotiations, investigations, Public Records Act, and Board governance. An Association of Workplace Investigators Certificate Holder (AWI-CH), she brings specialized training in conducting impartial... Read More →
Thursday September 17, 2026 3:45pm - 5:15pm PDT
Regency B
 
Friday, September 18
 

9:30am PDT

F3 - Recognizing and Eliminating Behaviors that may Indicate Harassment or Discrimination
Friday September 18, 2026 9:30am - 11:00am PDT
Discrimination complaints often arise not from a single decision, but from patterns of communication, documentation, and inconsistent application of policies over time. This session examines common missteps that increase exposure to discrimination claims in the workplace, particularly within public education and public sector employment contexts. Participants will explore how everyday personnel decisions can unintentionally create risk, and how to identify and correct these issues before they escalate into formal complaints. The session will also provide practical strategies for improving documentation, consistency, and decision-making practices to reduce legal exposure and support equitable treatment of employees.
Key Takeaways:
• Identify common administrative and supervisory practices that can unintentionally lead to discrimination complaints
• Understand how inconsistency in documentation and policy application increases legal and organizational risk
• Apply practical strategies to strengthen fairness, transparency, and defensibility in personnel decision-making
add Jacqueline M. Litra
Lisa B. Mori
Speakers
avatar for Katy McCully Merrill

Katy McCully Merrill

Partner, F3 Law
Bringing high levels of compassion and competence to her practice, Katy McCully Merrill advises K-12 and community college districts and county offices of education statewide on a variety of challenges and disputes. These include employment concerns such as hiring practices, leaves... Read More →
avatar for Erin Portugal Revious

Erin Portugal Revious

Assistant Superintendent, Lemoore UESD
Erin Portugal Revious is a distinguished and highly accomplished educational administrator with over two decades of dedicated service in fostering academic excellence, supportive student programs, and exemplary school culture. She currently serves as the Assistant Superintendent... Read More →
Friday September 18, 2026 9:30am - 11:00am PDT
Regency B
 
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