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Annual Conference 2024

June 13–15, 2024

Riverhouse, Bend

Annual Conference 2024

June 13–15, 2024

Riverhouse, Bend

Still Crazy After All These Years
And I would not be convicted by a jury of my peers!

45th Annual Conference * June 13–15 * Riverhouse, Bend

NEW! Track on Defense Investigation — Concurrent with  the CLE conference, a special, dual track of presentations will focus on defense investigation. See the "Investigation Track" tab at left. Certain presentations offered in this track will be eligible for attorney CLE credit (pending Bar approval) — look for the notation "OSB credit pending" to see which presentations will be eligible. 

Registration authorizes attendance for BOTH TRACKS of presentations, all meals and events. For each time slot, attendees choose which presentation to attend. Attorneys attending the investigation track OSB CLE–eligible presentations will need to sign in.* 

Thanks to Steve Wilson and James Comstock, chairs of the Oregon Licensed Investigators Committee, for planning this special track. 

All CLE presentations will be recorded for purchase by those who do not register for the conference and will be made available to those who register and are unable to attend. No-shows will be asked which track of presentations they wish to receive. Packages and pricing will be determined after the conference. 

*Registered attorneys at the conference who attend investigation track presentations are not eligible to receive recordings of concurrent presentations.

Who may attend the Annual Conference?
This program is open to defense lawyers and those professionals and law students directly involved in the defense function.

Lodging Deadline: Monday, May 13 

OCDLA's Special Room Rates: start at $200/night for a lodge king/double queen 
Click Venue for booking information. 


This conference will not be streamed. The CLE presentations will be recorded for those who cannot attend. 


Early Bird Registration — Until June 3
Lawyers $370 • Nonlawyers $290

Lawyers $535 • Nonlawyers $410
Students — $25, with membership included

Standard Registration — After June 3 
Lawyers $395 • Nonlawyers $315

Lawyers $560 • Nonlawyers $435
Students — $50, with membership included

*Nonmembers: If you are an investigator or other nonlawyer legal professional, join OCDLA at the regular rate of $150/year, good through June 30, 2025, and you will be eligible for member pricing for the conference and get the remainder of this membership year – through June 30, 2024 – absolutely free! Lawyers may join at the rate of $265/year as a member of the bar four years or less, or $370/year for practitioners over 5 years. Contact staff at 541/686-8716 to sign up.
What’s included in the fee?
• Seminar admission (Thurs.–Sat.)
• Written material download in advance
• Thursday evening opening welcome reception
• Continental breakfast and lunch Friday
• Friday Night Party
• Hot breakfast Saturday
• Refreshments at the breaks
• CLE credit
• Networking, relaxing, a great time!

Financial assistance?
Members contact OCDLA by June 3 about scholarships, payment plans, or creative payment arrangements.

Cancellations made before June 10 will receive a refund less a $25 cancellation fee. Cancellations made after June 10 — once material download link has been emailed — will receive a refund less a $100 cancellation/written material fee. No-show policy: Written materials are emailed in advance to all participants. Access to a conference recording will be made available to OCDLA members only; nonmembers who do not attend are ineligible to receive audio recordings or a refund.

If You Register But Can't Attend
If you register but can't attend we will provide members with access to a recording after the conference.

CLE Credit
Credit pending in Oregon and Washington. OCDLA is an approved jurisdiction in California. OCDLA is an approved Department of Public Safety Standards and Training CLE provider. For other state accreditation questions call OCDLA at 541-686-8716.



45th Annual Conference

Still Crazy After All These Years 
And I would not be convicted by a jury of my peers

June 13–15

Riverhouse, Bend

Thursday, June 13

Moderator: Sara Foroshani, Hood River

9:00a         Public Defense Services Commission Meeting (adjourns 12:30 p.m.)

 Noon         Registration / Check-in

1:00p         Cartwright, Brady and Bray
                   Grant Cole, Metropolitan Public Defender, Portland

2:00           Cartwright, Brady and Bray Strategy: Who to Call, What to File and How to Educate the Court: Inculpatory & Exculpatory
                   Steven Sherlag, Portland

3:00           Break / Door Prizes

3:15           Character, Propensity, and Gang Evidence
                   Kevin Sali, Portland

4:15           Negotiations & Sentencing
                   Laura Fine, Veneta, & Hugh Duvall, Eugene  

This presentation will survey scientifically effective methods of persuasion and review proven paths to motivating the prosecution to reconsider its objectives.

5:15          Adjourn for the day.

5:30          Old-Fashioned BBQ — All attendees and attendees’ families welcome!
                  Hosted by OCDLA Board of Directors

7:00           DEI Committee BIPOC Meetup 

Defenders and investigators of color are invited to attend a reception hosted by OCDLA’s DEI committee. The committee is committed to building community for defenders of color and looks forward to forming new connections at this event. Hosted wine, sodas and desserts.

Friday, June 14

Moderator: Caleb Gray, Bend

7:45a         Continental Breakfast (included for attendees)

8:30          Legislative Update 
                 Mae Lee Browning, OCDLA Legislative Director

9:00         Measure 110: The Bad & The Ugly: What Happened and What it Means for Your Client
                Grant Hartley, Metropolitan Public Defender 

10:00       Break / Door Prizes

10:15      Boyd Is Back: Incomplete Deliveries, Special Jury Instructions, Tactics and More
               Ryan Scott, Portland

11:15      Federal & State Constitutional Issues
               Erin Severe, Federal Public Defender, Portland

12:15p    Board Candidate Statements

12:30      Lunch (included for attendees) 
               Sponsored by TravelPro, Tigard

1:30       Appellate Update 
              Speaker TBA

2:45       Break / Transition to Breakouts

3:00       Board of Directors Meeting

3:00       BREAKOUTS

Breakout: Title IX and Attorneys: What You Need to Know to Help Your Clients
Kristi Patrickus, Springfield, MO

In this session, we will cover an overview of the Title IX disciplinary process in K-12 settings and on college and university campuses. This overview will include changes to Title IX imposed by the pending 2024 federal regulations. At the end of this session, participants will learn how they can support clients through a Title IX process, including knowing what your role is as an attorney advisor, how to seek out these cases as a business opportunity, and how Title IX cases intersect with concurrent criminal cases.


Breakout: Felony Sentencing 101: Doing the Griddy
Alex Spinks, Public Defender of Marion County, Salem
Understanding the felony sentencing guidelines is a daunting task, but with a basic understanding of the rules you will be ready to advise clients of the likely outcomes in their case. This talk will also work as a precursor to Jess Barton's "Sentencing for Sophomores" presentation, available from OCDLA as a streaming download, which builds on these basic concepts.


Breakout: Weed Law Update 
Lee Berger, Salem
A discussion of strategy and tactics in defending cannabis criminal cases, including DUI Cannabis; unlicensed cultivation/extraction; and importing./exporting.

4:00        Break

4:15        BREAKOUTS

Breakout: How DOC Calculates Prison Sentences and Programs Available to Adult Incarcerated Individuals 
Drake Durham, Portland, and Kevin Kohberger, Policy Manager, Offender Information and Sentencing Calculation Division, Oregon Dept. of Corrections
This presentation will highlight the elements that go into calculating Oregon DOC sentences and the importance of the wording in judgments. The elements include sentence length and structure, eligibility for programs, earned time credits, crime and crime date, pre-sentence time served credits, and more.  

Breakout: Improv for Lawyers
Emily Simon, Ashland


Breakout: .370 and Mosman Issues
Bailey Moody, Public Defender of Marion County, Salem

5:15        Adjourn for the day.

5:15    Reception

Saturday, June 15

Moderator: New OCDLA President

8:00a         Hot Breakfast (included for attendees)

9:00           Communication & Mitigation
                  Denny Maison, Salem, & Rachel Cunliffe, Restorative Justice Solutions, Portland 

10:00         Break 

10:15         Business Meeting

  • Introduce New Board Members
  • Announce Juvenile Law Award Recipients
  • Ross Shepard Lifetime Service to OCDLA Award—Recipient TBA
  • Sunny Climate Raffle Drawing 

10:45         Bridge Over Troubled Water: 2nd Amendment Issues
                  Erik Blumenthal, Oregon Public Defense Services Appellate Division, Salem
                  Henry Oostrom-Shah, Metropolitan Public Defenders, Portland

11:45         A Grand Finale
                  Emily Simon, Ashland

12:45p      Adjourn



Investigation track

2024 OCDLA Annual Conference 

Investigation Track

All CLE presentations will be recorded for purchase by those who do not register for the conference and will be made available to those who register and are unable to attend. No-shows will be asked which track of presentations they wish to receive. Packages and pricing will be determined after the conference. 

*Registered attorneys at the conference who attend investigation track presentations will need to sign in for OSB credit, and are not eligible to receive recordings of concurrent presentations happening in the ballroom.

Thursday, June 13

Noon Check in / Registration  

1:00p    PI BOOTCAMP / OSB credit pending

Getting Started: Reviewing discovery, creating timelines and POIs, requesting records, gathering video footage, meeting with client

Mark Robertson, Portland

2:00       PI BOOTCAMP / OSB credit pending

Middle Case: Locating people, receiving and following up with records requests, writing reports, interviewing people

Steve Wilson, Portland

This presentation delves into the heart of defense investigation, gathering information through people and documents. We will explore numerous ways to locate individuals, review useful interview techniques, examine effective written reports, and wrestle with record-gathering.

2:45       Break / Door Prizes

3:00       PI BOOTCAMP

End of Case: Background on witnesses and jurors, gathering certified judgments, serving subpoenas, sentencing prep, testifying

James Comstock, Portland

We will discuss task management and execution in the months and weeks leading up to trial, along with assisting with voir dire, and knowing when and how to prepare for sentencing. We will also talk about how to testify effectively, when and how to prepare for sentencing, marketing, and building a client base. 

3:45       The Business of Private Investigation
            Panel with Mark Robertson, Steve Wilson, James Comstock

As an independent contractor, being an effective investigator is only half the battle. We also need to make a living, which means running a profitable business. We will discuss timekeeping, effective time and task management, managing billing and cash flow, client diversification and software options. 

4:30       Adjourn for the day.

Friday, June 14

8:00a    Continental Breakfast (included for attendees)


9:00      Evidence Management: Views, Retrieving Surveillance Videos and Collecting Other Evidence /OSB credit pending
              Mark Robertson, Portland

10:00    Mitigation for Fact Investigators / OSB credit pending
              Laura Rittall, Toledo, and Carin Connell, Portland

This presentation will discuss what investigators can do to help gather mitigation records/information for a case that might not have a mitigator yet, and when your case needs one. Additional subjects covered will be differences between roles and the differences between a psychological “mitigation” report vs. a defense-created mitigation report.

11:00    Break / Door Prizes

11:15    How to Prepare for Court Appearance and How to Testify
              Steven Sherlag, Portland

12:15p  Mentorship Speed Dating
               Moderator: James Comstock, Portland

12:45    Lunch 
              Sponsored by TravelPro, Tigard

1:45      Understanding Lived Experience in Defense Work / OSB credit pending
              Trevor Walraven, Oregon Justice Resource Center, Portland, and Terry Courtney, Portland

2:45       Break / Door Prizes

3:00       Tik Tok for PIs: A Collection of Tricks and Tips 
               Steve Wilson, Portland

Don't worry, there's no dancing here! This presentation will be a rapid-fire look at a couple dozen useful investigation hacks and shortcuts. Hard-earned wisdom shared from the investigation community!

4:00       Break / Transition to Breakouts

4:15       Real Life Ethical Issues
               Terry Courtney and Mary Sofia, Portland

5:15       Adjourn for the day.

Saturday, June 15

8:00a   Hot Breakfast (included for attendees)

9:00      Investigator Mental Health and Concepts on How to Stay Mentally Healthy
              Samantha Schrantz, Eugene

Samantha Schrantz has been a private investigator for five years and predominantly works on state murder and child sex abuse cases, as well as federal cases. She will be discussing mental health from her own lived experience, and drawing on what she's learned from being a National Alliance on Mental Illness (NAMI) presenter, a Qualified Mental Health Associate (QMHA), and a Master's student earning her Degree in Psychology. She will discuss what she has been through, what she has learned, and how it has made her a better investigator.  

10:00    Break 

10:15     Business Meeting

  • Introduce New Board Members
  • Announce Juvenile Law Award Recipients
  • Ross Shepard Lifetime Service to OCDLA Award—Recipient TBA
  • Sunny Climate Raffle Drawing 

10:45    What’s Next: The Immediate Future of Investigation in Oregon
             Steve Wilson and James Comstock

11:45    Adjourn


Riverhouse on the Deschutes | 3075 Business 97, Bend, OR 97703

Lodge King/Double Queen – $200
Riverview King w sofa bed/Double Queen – $215
King with sofa bed & Fireplace – $215 
One-bedroom Suite – $245

A $15 resort fee will be added to each night booked and includes wi-fi, self-parking, in-room coffee, shuttle transport, spa and indoor/outdoor pool access. 

OCDLA 2024 Annual Conference Booking Link 

You must book by Monday, May 13, 2024

Dining: CURRENTS at the Riverhouse is the on-site restaurant.  Breakfast and dinner are served daily.  Reservations are required on Saturdays and Sundays and are strongly recommended on weekdays.



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