Virtual

Family Law Virtual Conference 2025

Date: Oct. 21, 2025

Time: 9 a.m. – 5:20 p.m. PT

CPE: 8

Overview

Act now, early bird pricing ends September 9, 2025

Designed for CPAs and attorneys, this event dives deep into the financial side of family law, where your expertise makes all the difference. This year’s theme, Vested, Unvested & Contested: Complex Compensation in Divorce, frames the conversation as we explore some of the most challenging aspects of family law.

The sessions are built to sharpen your skills from case law updates and navigating complex compensation packages—both executive and non-executive—to examining when these packages qualify as assets. You’ll gain practical insights into dissecting income versus cash flow, including timing, sources, and strategic definitions in family law cases. Our annual judges’ panel provides a high-level perspective, with real-world legal experience. This event is the best opportunity to learn from top legal and financial minds involved with family law.

Please note, agenda and/or speakers are subject to change.

Product Code
1000004121
Credit Type
CPE: 8
Format
Virtual
Intended Audience
CPAs, attorneys, judges, other professionals and staff who require current knowledge of family law cases and issues.
NASBA Field of Study
- Accounting
- Business Law
- Taxes
Level of Difficulty
Update
Prerequisites
None
Advance Preparation
None

Learning Objectives

Review the latest issues impacting family law practitioners and their clients

Master the fundamentals of expert depositions and essential strategies for success

Apply advanced techniques to strengthen expert deposition testimony

Develop and document defensible forensic accounting opinions for litigation

Enhance forensic analysis skills to support high-stakes legal cases

Explore strategies to expand and grow a forensic accounting practice

Strengthen expertise at the intersection of accounting and law to serve as a trusted advisor

Agenda

Opening Remarks

Case Law Update
Stay current on the most significant family law decisions impacting California. This session will provide a comprehensive update on recent case law, highlighting key rulings and their implications.
Speaker(s)
Garrett C. Dailey

Overview: Complex Compensation Packages, Executive and Non-Executive
This session will explore the latest trends and complexities in executive and non-executive compensation, including RSUs, PSUs, stock options, loan forgiveness, and deferred compensation plans. Attendees will gain insight into key definitions, varying RSU grant language, and how these elements may align with Hug or Nelson frameworks in family law cases.
Speaker(s)
Juliana Yanez Garth Gartrell

Break

Complex Compensation Packages: When is it an Asset?
Delve into the nuances of classifying complex compensation as an asset in family law cases. This session will cover asset apportionment, key case law, fiduciary duties, and post-separation employment changes, while offering practical tips, tax considerations, and sample judgment language to support equitable division.
Speaker(s)
Karlina Paredes Megan Thompson Natalie Ann McFarlin

Lunch Break

Income: What’s Available and When It’s Available
This session will examine how to assess and allocate income in family law matters, including timing, sources, and relevance to marital standard of living. Attendees will explore related case law, tax implications, and practical judgment language, with actionable tips for effectively addressing income in complex cases.
Speaker(s)
Tracy Farryl Katz Marie Ebersbacher Charles H DeLacey

Xspouse in Action: A Hands-On Case Study
Take your Xspouse proficiency to the next level with this interactive, hands-on session designed for mid-level users. Join us for a live demonstration using a complex example to explore the functionality, strategic applications, and limitations of Xspouse.
Attendees should bring a laptop or tablet with the current version of Xspouse to fully participate in this session.
Speaker(s)
Tina Fujisaki Jessica Lordan Darlene Lynn Elmore

Break

Judges’ Panel
Speaker(s)
Hon. Shelly Averill Hon. Cindy Hendrickson Hon. Joshua Wayser Jared Tonks Hon. Vanessa A. Zecher Hon. Shelley Kaufman

Faculty

Hon. Shelly Averill

The Honorable Shelly J. Averill is the Supervising Judge of the Family Law Division of the Sonoma County Superior Court. She was appointed to the bench in May, 2010. Prior to her appointment, she practiced exclusively family law and was frequently appointed by the Court as Minor’s Counsel in high conflict custody matters. In addition to her work as minor’s counsel she also served as a Settlement Conference Panelist and Special Master/Parenting...

More about Hon. Shelly Averill

Garrett C. Dailey

CFLS, Fellow in American and International Academies of Matrimonial LawyersDiplomate-American College of Family Trial LawyersPublisher/author of ATTORNEY'S BRIEFCASE® LEGAL RESEARCH SOFTWAREAuthor of SupporTax® and Lawgic®2013 Lifetime Achievement Award, State Bar of CA FLSSpencer Brandeis Award from LACBA2006 California Family Law Person of the Year (AAML, SoCal)2016 Fellow of the Year (AAML, NorCal)ACFLS Hall of Fame Award Former member of f...

More about Garrett C. Dailey

Charles H DeLacey

Charles H. DeLacey is a certified Family Law Specialist by the California State Bar's Board of Legal Specialization. He effectively and discretely advocates for Bay Area clients in mediations, arbitrations, private judge proceedings and court trials. Mr. Delacey represents clients in cases involving the valuation and division of substantial business ownership interests, private equity holdings, venture capital investments, real estate investme...

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Marie Ebersbacher

Marie Ebersbacher is Senior Managing Director for the CBIZ Forensic Consulting Group, and has served as the firm’s Forensic & Financial Services National Practice Leader since 2010. Marie’s practice primarily involves high net-worth marital estate dissolutions, including multi-year and multi-account complex tracings, apportionment analyses, and business valuations. Marie earned her CPA license in 2001 and holds the designations of ABV (Accredi...

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Darlene Lynn Elmore

Darlene L. Elmore, CPA, ABV, CFF has over 28 years of experience as an accountant and has worked in public accounting for the last 23. With an office in Santa Rosa, her practice is focused on providing forensic accounting analysis and services and business valuation, with a special emphasis on family law matters. In addition to her certification as a CPA, she is Accredited in Business Valuation (ABV) and Certified in Financial Forensics (CFF) ...

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Tina Fujisaki

Tina Fujisaki joined the litigation services staff of Gursey | Schneider LLP in 2003, became a department manager in 2008 and a partner in 2016. She specializes in forensic accounting in family law matters and performs a wide range of litigation accounting services including business appraisals, analyses of gross cash flow available for support, analyses of marital standard of living, and reimbursement claims.Tina is a member of the American I...

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Garth Gartrell

Mr. Garth Gartrell, is the founder of StreeterWyatt Analytics, a firm specializing in executive compensation analysis, and the author of Emerging Compensation for Emerging Grown Companies. Also, he is an adjunct professor at Capital University and practices pro bono law. Mr. Gartrell holds a JD from Ohio State and an LLM from Harvard.

More about Garth Gartrell

Hon. Cindy Hendrickson

Hon. Cindy Hendrickson is a judge of the Superior Court of Santa Clara County in California. Hon. Hendrickson assumed office in 2019.

More about Hon. Cindy Hendrickson

Tracy Farryl Katz

Tracy Farryl Katz graduated from Nova Southeastern University in Ft. Lauderdale with a bachelor’s degree in accounting in 1993. While pursuing her undergraduate education, she was employed full-time as a controller and then promoted to chief financial officer of a company operating a chain of pre-schools. In 1994 she relocated to Los Angeles to attend law school. Katz graduated from Southwestern University School of Law in Los Angeles with her...

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Hon. Shelley Kaufman

Judge Shelley Kaufman was appointed to the Los Angeles Superior Court by California Governor Jerry Brown in December 2013. She has been assigned to Family Law Department 60 at Stanley Mosk since she was sworn in on January 17, 2014. Managing a busy calendar is nothing unusual to Judge Kaufman as she managed a demanding and complex civil case load before joining the bench. Judge Kaufman was a partner at the renowned firm Geragos & Geragos, with...

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Jessica Lordan

Jessica Lordan joined the San Francisco office’s Litigation Support team in 2021. With fifteen years’ experience working on high-net-worth family law cases, Jessica is a perfect fit for Gursey | Schneider. She has expertise in asset division and apportioning community and separate property interests, including stock option/restricted stock allocations, tracing both domestic and foreign separate property, and real estate apportionment and reimb...

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Natalie Ann McFarlin

Natalie has over ten years of public accounting experience which have exclusively been focused on forensic and valuation services. Natalie was a manager for Armanino's Forensic and Valuation Services team before joining Stegner and Associates in 2016. Natalie is a CPA as well as Accredited in Business Valuation.Natalie has qualified as an expert in many of the San Francisco Bay Area counties including Alameda, San Mateo, Contra Costa, and Sant...

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Karlina Paredes

Karlina Paredes was born and raised in the Bay Area, earning her bachelor’s degree from San Jose State University in 2008 and her Juris Doctorate from the University of California, Berkeley School of Law in 2011. Ms. Paredes specializes in contentious custody matters, cases with substantial assets under review for valuation and division, and consulting through mediation. She also excels at complex case management, routinely handling all areas ...

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Megan Thompson

Ms. Thompson is a graduate of the University of California, San Diego with a B.S. in Psychology. She also attended Santa Clara University where she received a Certificate of Advanced Accounting Proficiency. She has been a CPA since 2008. Ms. Thompson began working for Michael S. Thompson, CPA/ABV, CVA, MAFF, CFF in 2004 and is currently a partner with Thompson Accounting. Ms. Thompson is a Certified Valuation Analyst and is certified in Financ...

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Jared Tonks

Jared Tonks is a director in the firm’s Forensic Consulting Group. He specializes in complex litigation and business valuation and has performed forensic accounting, tracing, and valuation analyses in over 200 engagements involving marital dissolutions, shareholder or partnership disputes, and other matters. Jared regularly performs business valuations for estate, gift, and business transaction purposes. Jared has experience preparing taxes, p...

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Hon. Joshua Wayser

The Hon. Joshua D. Wayser is a judge for the Los Angeles County Superior Court in California. He succeeded Cesar C. Sarmiento who received from the bench. Wayser was appointed by former Governor Jerry Brown on November 17, 2015. Judge Wayser received his B.A. from Columbia University, New York. He went on to earn his J.D. from Columbia University School of Law.

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Juliana Yanez

Juliana Yanez is a distinguished partner at Hanson Crawford Crum Family Law Group, known for her commitment to excellence and extensive expertise in high-asset, complex dissolutions. Specializing in cases involving cryptocurrency, restricted stock units, carried interests, founder’s stock, closely held businesses, and family trusts, Juliana is a trusted advocate for clients navigating the complex terrain of divorce and legal separation.Beginni...

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Hon. Vanessa A. Zecher

Hon. Vanessa A. Zecher (Ret.) has over 20 years of experience, both as an attorney and as a judge, overseeing the litigation of hundreds of family law cases. Judge Zecher has managed myriad family law cases, including high- asset property characterization and division, financial support and child custody. She has conducted countless judicially supervised settlement conferences, where she assisted families in resolving their disputes to let the...

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Family Law Virtual Conference 2025

Member Early Bird

Nonmember Early Bird

Overview

Product Code

Credit Type

Format

Intended Audience

NASBA Field of Study

Level of Difficulty

Prerequisites

Advance Preparation

Learning Objectives

Agenda

9 – 9:05 a.m. PT

Opening Remarks

9:05 – 10:20 a.m. PT

Case Law Update

Speaker(s)

10:20 – 11:10 a.m. PT

Overview: Complex Compensation Packages, Executive and Non-Executive

Speaker(s)

11:10 – 11:25 a.m. PT

Break

11:25 a.m. – 12:40 p.m. PT

Complex Compensation Packages: When is it an Asset?

Speaker(s)

12:40 – 1:45 p.m. PT

Lunch Break

1:45 – 3 p.m. PT

Income: What’s Available and When It’s Available

Speaker(s)

3 – 3:50 p.m. PT

Xspouse in Action: A Hands-On Case Study

Speaker(s)

3:50 – 4:05 p.m. PT

Break

4:05 – 5:20 p.m. PT

Judges’ Panel

Speaker(s)

Faculty

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