Bundle Course List
Course List
- Attorney Licensure and the Impaired Professional
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From darkness and the depths of despair – to recovery and redemption. Unfortunately, Laurie's struggles with drugs, alcohol and substances are not unique. What is unique is her phoenix-like rise from impairment to the Executive Director of Lawyers Concerned for Lawyers.
Laurie shares her personal story, and accompanied by Tracy Kepler, she will detail how impaired attorneys risk destroying their careers and lives. Laurie and Tracy will discuss recent studies & statistics, detail the resources provided by state LAPs, instruct attorneys on how to recognize signs of impairment, identify the possible disciplinary implications of an impaired attorneys' conduct and show you what law firms & attorneys can do about the problem. Additional topics: Lawyer Assistance Programs (LAPs), the Prevalence of Substance Use Among American Attorneys, Bloomberg Law's Attorney Workload & Hours study, the "Stress, Drink, Leave" study, tips for helping, Model Rule 5.1, Model Rule 1.1, Model Rule 1.16(a)(2), ABA & State Ethics Opinions, programs & policies, assessments, mentoring, counseling, well-being training and making YOURSELF a priority.
Laurie Besden is the Executive Director of Lawyers Concerned for Lawyers of Pennsylvania, Inc. (LCL). Tracy L. Kepler is a Risk Control Director for CNA's Lawyers Insurance Program.Specialty Areas: Competence Issues
Practice Areas: Competence Issues
Offered In: California (CA)
Course Expiration: 02/08/2028Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Competence Issues
Original Production Date: 02/08/2023
Run Time: 1:00:00 - Best External Communications for an Ethical Practice
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You're sipping your Sunday morning coffee and checking the news on your iPhone when you see your law school classmate quoted about a national sexual discrimination lawsuit. Why her - and not you??
Could a well-timed article put pressure on opposing counsel to settle? When you are preparing to file major litigation do you contact the local newspaper with a press release? Do you know the ethical boundaries of trial publicity & extrajudicial statements when communicating with reporters about pending litigation? Presented by Janet Falk, a New York PR expert with over 30 years of experience, this course will present best practices for solo and small firm attorneys seeking to raise their media profile – the ethical way. Janet will help you to: spot the ethical issues of speaking to reporters about cases filed in court, know the ethical boundaries when communicating with clients & public about your law practice, develop succinct biographical material for media profiles & releases, be aware of the types of case information can be ethically disclosed in press releases about pending litigation – while staying within the ethical rules. A sample Media Profile and Press Release will be analyzed and provided in the written materials.
Janet Falk is Chief Strategist of Falk Communications and Research. She has more than 30 years experience in-house and at public relations agencies. Janet mainly advises attorneys with a solo practice and at small law firms on Media Relations and Marketing Communications.Specialty Areas: Legal Ethics
Practice Areas: Ethics, Law Practice Management
Offered In: California (CA)
Course Expiration: 10/15/2026Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 10/15/2021
Run Time: 1:00:04 - Ethics of Contract Review
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Your long-time business client emails you and wants you to review some documents & contracts for his new business selling cryptocurrency to teenagers - and he also wants you to be the new CEO and general counsel. Good idea??
R. Shawn McBride works with business owners all over the country and he knows that things can get a little dicey with your business clients. From fake real estate transactions to drafting executive compensation packages, there are many intersections between reviewing contracts for client’s and the ethical standards of the legal profession. Shawn will present numerous common everyday scenarios where attorneys run into ethical dilemmas by discussing: Rule 1.2 - Scope of Representation, Rule 1.7-1.10 - Conflicts of Interest & Business Transactions with Clients, Rule 1.18 - Duties to Prospective Clients, Rule 1.13 - Organization as Client, Rule 2.4 - Lawyer as 3rd Party Neutral, Rule 4.3 - Unrepresented Persons, Rule 5.1 - Supervisors & Subordinates, Rule 7.3 - Info About Legal Services, Rule 1.5 - Fees, Rule 1.15 - Safekeeping Property, Rule 1.3 - Diligence, Rule 8.3 - Reporting Professional Misconduct and Rule 2.1 - Advisor.
Based in Dallas, R. Shawn McBride works with business owners all over the country. He frequently speaks on business and legal topics and he is currently licensed to practice law in 13 states and the District of Columbia.Specialty Areas: Legal Ethics
Practice Areas: Business Law, Ethics
Offered In: California (CA)
Course Expiration: 08/12/2027Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 08/12/2022
Run Time: 1:00:01 - Help for the Helper: Trauma, Compassion Fatigue and the Lawyer Who Cares
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Quick question. Why did you become an attorney? Many of us chose the legal profession as a noble calling to help people. But what happens when you have to deal with other people's problems - 90 hours a week, 51 weeks a year??
Trauma, burnout and compassion fatigue are all too often part of our daily legal practice. In this CLE, Brian Quinn will explore the connection between compassion fatigue that attorneys experience and medial & legal studies that have discovered a dramatic increase in attorney impairment due to alcoholism, addiction, and mental health disorders. Main subjects covered: LAP (Lawyer Assistance Program) Services, Burnout & Secondary Trauma, Compassion Fatigue, Why Lawyers are at Risk and Strategies That Work. Model Rule 1.6 ethical disclosure exception, being a problem collector, physical signs of burnout, the culture of the legal profession, disconnection & distraction, loneliness, lawyers as perfectionists, Secondary Traumatic Stress (STS), trauma, countertransference, compassion satisfaction, compassion fatigue, from zealot to zombie, how your work suffers, movement is medicine, gratitude journals and using meditation apps.
Brian S. Quinn, Esquire is a licensed attorney in Pennsylvania who currently serves as the Education and Outreach Coordinator for LLC of Pennsylvania, a Lawyers Assistance Program established for the purpose of helping lawyers, judges and law students.Specialty Areas: Competence Issues
Practice Areas: Competence Issues
Offered In: California (CA)
Course Expiration: 06/15/2028Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Competence Issues
Original Production Date: 06/16/2023
Run Time: 1:00:00 - How Unconscious Bias Creates Risks for Law Firms
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"It ain't what you don't know that gets you into trouble. It's what you know for sure that just ain't so." - Mark Twain
Implicit bias is a hard-wired cognitive shortcut that is the brain's way of simplifying a very complex world. This mental crutch helps us make snap judgements to quickly assess potential dangers in our environment. But this same unconscious bias can lead to bad decisions that violate an attorneys' ethical duties of Competence, Communication & Diligence. It can also lead to bad press for law firms, malpractice lawsuits and possibly disbarment. In this CLE, Danny Howell will mainly cover the ABA & state response to combatting implicit bias, the types of unconscious bias that create ethical risks for attorneys, ABA Ethics Opinion 500, bias against persons with disabilities and the fact that a 1 hour implicit bias CLE is not enough. Further topics of discussion: confirmation bias, cultural bias, affinity bias, sunk cost bias, accent bias, the EEOC & mental health conditions, faulty assumptions, the circle of trust, mentoring, expanding your circle and following the leaders. Ethical Rules discussed: Rule 1.1, Rule 3.1, Rule 5.1 & Rule 8.4(d).
Danny Howell has been representing attorneys in professional liability suits, bar investigations and complaints and disbarment actions before the federal courts and the United States Patent & Trademark Office, for over 25 years.Specialty Areas: Implicit Bias
Practice Areas: Implicit Bias
Offered In: California (CA)
Course Expiration: 11/28/2028Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Implicit Bias
Original Production Date: 11/28/2023
Run Time: 1:00:00 - Leveraging Legal Data and Analytics to Win in State Trial Court
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Moneyball. A book written about the Oakland A's because their organization was the first to utilize research and analytics in baseball to achieve tremendous success on a limited budget. "Moneyball" has since crossed over into numerous industries = and now it’s available for trial lawyers.
How often does opposing counsel take cases to trial? What is your judge's summary judgement record? How can analytics help you write more persuasive motions? How can legal information make you a better lawyer? Attorney Nicole Clark will show you how legal research, data & analytics can help you win your cases in state trial court. Main topics: Judge Analytics & Ruling History, Case Valuation & Verdict Data, Strategic State Trial Court Research & Alerts and Law Firm Intelligence. Additional subjects: potential risks of re-assignment, litigation & motion strategy, discussing case strategy with your client & setting expectations, the 4 Buckets of Data (1) Rulings (2) Dockets (3) Documents (4) Verdicts, rulings as outlines for motions, searching filed documents via legal issue, motion type & outcome, expert testimony, jury instructions, motions to disqualify and good faith settlements.
Nicole A. Clark is an attorney and the co-founder and CEO of Trellis. She previously worked as a litigator, where she quickly realized that leveraging legal research, data and analytics could transform the practice of law.Specialty Areas: Technology
Practice Areas: Business Law, Family Law, Intellectual Property, Litigation, Personal Injury, Trusts and Estates
Offered In: California (CA)
Course Expiration: 09/22/2028Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Technology
Original Production Date: 09/22/2023
Run Time: 1:00:00 - Overcoming Gender Bias in the Legal Profession
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The bad news - most gender diversity initiatives and programs have accomplished very little change and the legal profession remains significantly male dominated, especially amongst managing and equity partners.
The good news - Andie and Al are here to show you what can be done to create a more successful and profitable law firm. Andi and Al will mainly address the gender achievement gap, how diversity & inclusion benefits firms, why greater gender diversity & inclusion has not been achieved and what legal organizations can do to reduce gender bias. Further topics covered in this CLE course: what the ABA has done to address gender bias, the moral & business rationale for diversity & inclusion, affinity & unconscious bias, ABA Model Rule 8.4(G), ABA Resolutions 10A, 108D, 300 & 302, masculine & feminine stereotypes, Chuck Norris, intersectionality, consequences of bias, unconscious bias, what allies can do and the bias assessment.
Andrea S. Kramer is an attorney and a partner in the international law firm of McDermott Will & Emery, LLP. The managing partner in the Chicago office of Nixon Peabody, Al is a frequent writer and lecturer on the financial markets, financial regulation, corporate governance and diversity in the legal profession.Specialty Areas: Elimination of Bias
Practice Areas: Elimination of Bias
Offered In: California (CA)
Course Expiration: 06/22/2027Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Elimination of Bias
Original Production Date: 06/22/2022
Run Time: 1:00:00 - Professionalism Lessons From Big Screen Lawyers
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For better - or worse - many people's perceptions of attorneys are based on Elle Woods, Atticus and everybody's favorite cousin, Vinny. From Philadelphia to The Firm, the movies we watch dominate the public's perceptions of what real attorneys do.
But is there something these fictional characters can teach us about professionalism and achieving higher standards of conduct in our everyday conduct? Ron E. Daniels will highlight professional - and unprofessional - conduct displayed by some of our favorite big screen movie characters to teach us how we can practice with greater professionalism. Ron will use the Georgia Lawyer's Creed to show how you can enhance your service to your clients, opposing parties & their counsel, the courts, colleagues in the practice of law, the profession, the public & our systems of justice. Movies & characters discussed include: Joe Miller in Philadelphia, Fletcher Reede in Liar Liar, Gordon Bombay in The Mighty Ducks, Elle Woods in Legally Blonde, Atticus Finch in To Kill a Mockingbird, Mitch McDeere in The Firm, Rudy Baylor in The Rainmaker and Vincent Gambino in My Cousin Vinny.
Ron E. Daniels is a trial attorney that represents clients in consumer protection cases. He fiercely and proudly represent Georgians in cases involving credit card, student loan and medical debt.Specialty Areas: Civility
Practice Areas: Civility, Ethics, Professionalism
Offered In: California (CA)
Course Expiration: 12/16/2027Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Civility
Original Production Date: 12/16/2022
Run Time: 1:00:00 - Succession Planning for Law Firms: Ethically Dealing with Death or Incapacity
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As a solo and small firm attorney, you have a LOT on your plate. Unfortunately, due to our busy schedules and client demands, many attorneys simply fail to think about succession planning in the case of death or incapacity.
This CLE program taught by Ritzel Starleigh Ngo will provide legal practitioners with a practical framework of an attorney's ethical obligations to the law firm and clients in the case of the unforeseen. Using the ABA Model Rules as the foundation for the course, Ritzel speaker will discuss pertinent topics such as determining incapacity, primary components of an ethical law firm succession plan, rules regarding selling or shutting down a law practice, attorney-client privilege & confidentiality, fiduciary duties owed to clients, conflicts of interest, and dealing with client trust accounts. Ritzel will conclude with hypotheticals meant to instruct attorneys how to satisfy their ethical duties when confronted with common situations involving capacity.
A solo practitioner, Ritzel Starleigh Ngo is based in Camarillo, California. She is highly experienced in contentious dissolutions, parentage matters, child custody & visitation and spousal & child support.Specialty Areas: Legal Ethics
Practice Areas: Ethics
Offered In: California (CA)
Course Expiration: 08/19/2027Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 08/19/2022
Run Time: 1:00:00 - The Ethics of Referral Fees
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Curt Brown surveys the regulatory frameworks of the ABA and all 50 states so you know the ethical landscape when referring or accepting cases from fellow attorneys in your state and around the country. Curt will primarily discuss common misconceptions, ABA Rule 1.5 and the ethical approach states have taken to promote referrals amongst attorneys. Curt will also talk about best practices, 4 common myths, joint responsibility, disclosures, "reasonable fees," ongoing responsibilities after referring a matter, pure referral states, crossing state lines, international issues and dealing with nonlawyer companies and law firms based abroad. What Curt will NOT cover in this CLE: Referrals to & from Non-lawyers, Runners & Cappers and Lawyer Referral Services. Mr. Brown is Co-Founder and Chief of Legal Innovation at Overture and also serves as Overture's General Counsel. In 2023, he was named a Rising Star by Super Lawyers.
Specialty Areas: Legal Ethics
Practice Areas: Ethics
Offered In: California (CA)
Course Expiration: 05/31/2028Media Type: Streaming Video, MP3, Video Download, MP3 Player, USB
1.00 credit hours | 1.00 Legal Ethics
Original Production Date: 05/31/2023
Run Time: 1:00:00